Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
MEERWARTH FAMILY FOUNDATION
C/O TRACY PESTER
Number and street (or P.O. box number if mail is not delivered to street address)34 FOX HUNT ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW VERNON, NJ07976
A Employer identification number

13-7018740
B Telephone number (see instructions)

(973) 539-0989
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$15,216,134J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 914 914  
4 Dividends and interest from securities... 287,388 287,388  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -212,993
b Gross sales price for all assets on line 6a 5,451,917
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 75,309 288,302  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,955 12,955   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
111,765 111,765   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 124,720 124,720   0
25 Contributions, gifts, grants paid....... 942,957 942,957
26 Total expenses and disbursements. Add lines 24 and 25 1,067,677 124,720   942,957
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -992,368
b Net investment income (if negative, enter -0-) 163,582
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 503,958 33,424 33,424
2 Savings and temporary cash investments......... 72,848 438,102 438,102
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,786,972 Click to see attachment
List of Attached Documents:
// Content
8,066,614 		11,281,398
c Investments—corporate bonds (attach schedule)....... 2,027,209 Click to see attachment
List of Attached Documents:
// Content
2,352,233 		2,094,025
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 925,757 Click to see attachment
List of Attached Documents:
// Content
1,434,003 		1,369,185
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,316,744 12,324,376 15,216,134
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 13,316,744 12,324,376
29 Total net assets or fund balances (see instructions)..... 13,316,744 12,324,376
30 Total liabilities and net assets/fund balances (see instructions). 13,316,744 12,324,376
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,316,744
2
Enter amount from Part I, line 27a .....................
2
-992,368
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,324,376
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,324,376
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,451,917   5,664,910 -212,993
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -212,993
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -212,993
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,274
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,274
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,274
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 11,479
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,479
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 9,205
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow9,205 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
 
No
Website addressright arrowN/A
14
The books are in care ofright arrowTRACY PESTER Telephone no.right arrow (973) 539-0989

Located atright arrow34 FOX HUNT ROADNEW VERNONNJ ZIP+4right arrow07976
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
TRACY M PESTER DIRECTOR
0.00 		0 0 0
34 FOX HUNT ROAD
NEW VERNON,NJ07976
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
14,522,072
b
Average of monthly cash balances.......................
1b
378,024
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,900,096
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
14,900,096
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
223,501
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,676,595
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
733,830
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
733,830
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,274
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,274
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
731,556
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
731,556
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
731,556
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
942,957
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
942,957
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 731,556
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 5,779
f Total of lines 3a through e ........ 5,779
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 942,957
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 731,556
e Remaining amount distributed out of corpus 211,401
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 217,180
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		217,180
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 5,779
e Excess from 2023.... 211,401
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
TRACY PESTER
PO BOX 620
NEW VERNON,NJ07976
(561) 833-5691
bThe form in which applications should be submitted and information and materials they should include:
LETTER REQUESTS WITH BROCHURES DEMONSTRATING CHARITABLE PURPOSE.
cAny submission deadlines:
NO
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BUCKNELL UNIVERSITY

301 MARKET ST SUITE 2
LEWISBURG,PA17837 		N/A PUBLIC EDUCATIONAL 100,000

CHRIST THE KING CHURCH

PO BOX 368
NEW VERNON,NJ07976 		N/A PUBLIC RELIGIOUS 12,500

EKWANOK SCHOLARSHIP TRUST

PO BOX 467
MANCHESTER,VT05254 		N/A PUBLIC EDUCATIONAL 10,000

EVANS SCHOLARSHIP FOUNDATION

2501 PATRIOT BLVD
GLENVIEW,IL60026 		N/A PUBLIC EDUCATIONAL 25,000

FOUNDATION FOR MORRISTOWN MEDICAL CENTER

475 SOUTH ST
MORRISTOWN,NJ07960 		N/A PUBLIC MEDICAL 142,857

HOMELESS SOLUTIONS

6 DUMONT PLACE 3RD FLOOR
MORRISTOWN,NJ07960 		N/A PUBLIC COMMUNITY SERVICE 20,000

JUVENILE DIABETES RESEARCH FOUNDATION

200 VESEY ST 28TH FLOOR
NEW YORK,NY10281 		N/A PUBLIC MEDICAL 1,000

KENT PLACE SCHOOL ANNUAL FUND

42 NORWOOD ROAD
SUMMIT,NJ07902 		N/A PUBLIC EDUCATIONAL 25,000

LIFE CAMP

53 MAPLE AVE
MORRISTOWN,NJ07960 		N/A PUBLIC COMMUNITY SERVICE 5,000

MGA FOUNDATION

49 KNOLLWOOD RD
ELMSFORD,NY10523 		N/A PUBLIC COMMUNITY SERVICE 136,600

NEW VERNON FIRE DEPARTMENT

22 VILLAGE ROAD
NEW VERNON,NJ07976 		N/A PUBLIC COMMUNITY SERVICE 5,000

NOURISH NJ COMMUNITY SOUP KITCHEN

57 EAAST PARK PLACE FLOOR 2
MORRISTOWN,NJ07960 		N/A PUBLIC FAMILY SERVICES 5,000

PGA TOUR FIRST TEE FOUNDATION

425 S LEGACY TRAIL
ST AUGUSTINE,FL32092 		N/A PUBLIC COMMUNITY SERVICE 270,000

THE GREAT SWAMP WATERSHED ASSOCIATION

568 TEMPE WICK ROAD
MORRISTOWN,NJ07960 		N/A PUBLIC ENVIRONMENTAL 15,000

THE PECK SCHOOL ANNUAL FUND

247 SOUTH STREET
MORRISTOWN,NJ07960 		N/A PUBLIC EDUCATIONAL 150,000

VERMONT FOOD BANK

33 PARKER ROAD WILSON INDUSTRIAL
PARK
BARRE,VT06541 		N/A PUBLIC FAMILY SERVICES 10,000

WOMEN'S METROPOLITAN GOLF ASSOCIATION

49 KNOLLWOOD RD FL 2
ELMSFORD,NY10523 		N/A PUBLIC COMMUNITY SERVICE 10,000
Total .................................right arrow 3a 942,957
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		        914
4 Dividends and interest from securities ....         287,388
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		        -212,993
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 0 75,309
13Total. Add line 12, columns (b), (d), and (e)..................
13
75,309
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
4 FUNDS ARE USED TO SUPPORT AND PROMOTE EDUCATIONAL FACILITIES, FAMILY
8 SERVICES, MEDICAL FACILITIES, PERFORMING ARTS AND EDUCATIONAL SERVICES
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
MEERWARTH FAMILY FOUNDATION
 
C/O TRACY PESTER
EIN:
13-7018740
Name of Bond End of Year Book Value End of Year Fair Market Value
218583 WESTERN ASSET CORE PLUS BOND FUND 2,352,233 2,094,025

TY 2023 InvestmentsCorpStockSchedule
Name:
MEERWARTH FAMILY FOUNDATION
 
C/O TRACY PESTER
EIN:
13-7018740
Name of Stock End of Year Book Value End of Year Fair Market Value
1166 ABBOTT LABORATORIES 125,769 128,342
183 ABBVIE INC 10,700 28,360
124 ADOBE INC 60,923 73,978
809 AECOM 31,727 74,776
84 AIR PRODUCTS & CHEMICALS INC 25,571 22,999
1438 ALPHABET INC 60,892 200,874
1262 AMAZON COM INC 110,487 191,748
509 ANALOG DEVICES INC 69,430 101,067
676 APOLLO GLOBAL MANAGEMENT INC 60,871 62,996
1420 APPLE INC 40,861 273,393
643 APTIV PLC 49,221 57,690
99 AUTOMATIC DATA PROCESSING INC 13,551 23,064
2536 BAKER HUGHES CO 50,595 86,680
809 BANK OF AMERICA CORP 20,369 27,239
125 BLACKROCK INC 68,724 101,475
278 BOEING CO 62,967 72,463
1516 BOSTON SCIENTIFIC 66,011 87,640
106 BROADCOM INC 40,473 118,323
101 CATERPILLAR INC 16,997 29,863
365 CHEVRON CORP 40,654 54,443
417 CME GROUP INC 76,002 87,820
386 CMS ENERGY CORP 23,292 22,415
677 COCA-COLA CO 34,023 39,896
1044 COMCAST CORP CL A 39,692 45,779
1087 CORTEVA INC 32,315 52,089
85 CUMMINS INC 20,152 20,363
126 DEERE & CO 27,338 50,384
1476 FREEPORT-MCMORAN INC 58,531 62,833
156 HONEYWELL INTL INC 19,897 32,715
397 JPMORGAN CHASE & CO 36,093 67,530
479 KEYSIGHT TECHNOLOGIES 76,204 76,204
89 LOCKHEED MARTIN CORP 34,608 40,338
135 LULULEMON ATHLETICA INC 51,921 69,024
151 MCDONALD'S CORP 33,499 44,773
310 MEDTRONIC PLC 25,327 25,538
1441 MERCK & CO INC 120,289 157,098
1074 MICROSOFT CORP 67,713 403,867
1074 MONDELEZ INTERNATIONAL 96,210 119,510
123 NETFLIX INC 50,067 59,886
325 NVIDIA CORP 42,065 160,947
611 ORACLE CORP 49,432 64,418
217 PALO ALTO NETWORKS INC 18,071 63,989
267 PEPSICO INC 36,425 45,347
335 PROCTER & GAMBLE CO 32,408 49,091
297 QUANTA SERVICES INC 29,117 64,093
149 ROCKWELL AUTOMATION INC 37,284 46,262
419 RTX CORP 26,607 35,255
202 S&P GLOBAL INC 70,641 88,985
1148 SCHWAB CHARLES CORP 42,349 78,982
369 SHS SEMPRA ENERGY 18,164 27,575
398 TAKE TWO INTERACTIVE SOFTWARE 63,756 64,058
264 TARGET CORP 35,009 37,599
135 THERMO FISHER SCIENTIFIC INC 28,209 71,657
1349 UBER TECHNOLOGIES INC 60,645 83,058
73 UNION PACIFIC CORP 15,953 17,930
335 UNITEDHEALTH GROUP INC 67,018 176,367
209 VERTEX PHARMACEUTICALS INC 50,834 85,040
545 VISA INC 50,992 141,891
492 WABTEC INC 50,259 62,435
151 WAL-MART STORES INC 10,576 23,805
940 WELLS FARGO & CO 37,895 46,267
385 ZOETIS INC 68,838 76,382
429 CLEAN HARBORS INC 24,700 74,865
2174 GRAPHIC PACKAGING HLDG 31,146 53,589
1914 ISHARES RUSSELL 2000 308,805 384,159
321 MIDDLEBY CORP 45,789 47,242
2430 CAE INC COM 57,229 52,706
1920 CAMECO CORP COM 45,584 83,186
704 NOVO NORDISK 37,216 72,827
85 ASML HOLDING NV 49,905 64,008
379 DSM FIRMENICH AG 50,546 38,517
1262 INFINEON TECHNOLOGIES 46,652 52,696
330 SCHNEIDER ELECTRIC 43,188 66,265
742 ASTRAZENECA PLC 79,632 100,266
864 LONDON STOCK EXCHANGE LTD 85,266 102,146
693 HITACHI NPV 47,362 49,992
153 KEYENCE CORP 65,393 67,416
126 SMC CORP 64,874 67,710
5701 HEXAGON AB SER'B'NPV 61,778 68,421
5701 SAAB AB SER'B NPV 46,025 47,147
515 CYBERBARK SOFTWARE LTD 80,387 112,811
11999 GRAB HOLDINGS LTD 45,815 40,437
223 LINDE PLC 55,059 91,588
423 LVMH MOET HENNESSY LOUIS VUITTON SE 26,227 68,558
1054 SONY CORP SPON ADR-NEW 98,051 100,256
1438 MOBILEYE GLOBAL INC 58,107 62,294
1999 BYD CO 'H'CNY 55,846 54,887
1928 TRIP COM GROUP 70,701 68,542
213611 BK RAKYAT IDR250 67,155 79,349
1004 HDFC BANK LTD 69,826 67,378
44 MERCADOLIBRE INC 45,960 69,148
9202 PROSUS NV SPON 78,120 54,860
1139 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 59,521 118,456
14192 VANGUARD EMERGING MARKETS ETF 575,880 583,291
318 AMERICAN TOWER CORP 78,066 68,650
204 CROWN CASTLE INTERNATIONAL CORP 17,918 23,499
60 EQUINIX INC 25,962 48,323
2159 APPLIED INDUSTRIAL TECHNOLOGIE 12,048 372,838
6466 ADYEN N V ADR 98,042 83,282
765 AMAZON COM INC 106,099 116,234
484 ARISTA NETWORKS INC 75,238 113,987
940 ASTRAZENECA PLC SPONSORED 62,525 63,309
4946 ATLAS COPCO AB SPONSORED ADR 72,122 85,121
360 ATLASSIAN CORP CL A 72,330 85,630
695 BOOZ ALLEN HAMILTON HLDG CORP CL A 71,452 88,897
1303 CANADIAN PAC RY LTD COM 104,168 103,615
1197 CORTEVA INC COM 74,299 57,360
88 COSTCO WHOLESALE CORP 45,000 58,087
999 DATADOG INC CL A 109,990 121,261
822 ENTEGRIS INC COM 95,573 98,492
400 EVOLUTION AB ADR 48,348 47,764
157 FERRARI N V SHS 36,792 52,924
752 FLOOR & DCOR HDLGS INC CL A 75,527 83,893
409 GALLAGHER ARTHUR J & CO 77,836 91,976
448 HEICO CORP NEW CL A 49,939 63,813
3329 ICICI BK LTD ADR 72,900 79,363
286 INTUITIVE SURGICAL INC 79,560 96,485
99 LAM RESH CORP COM 58,387 77,543
216 LINDE PLC SH 70,553 88,713
263 LPL FINL HLDGS INC COM 57,192 59,864
503 LVMH MOET HENNESSY LOUIS VUITTON ADR 82,632 81,712
180 MCKESSON CORP COM 66,780 83,336
318 MICROSOFT CORP COM 94,368 119,581
1276 NOVO NORDISK A.S. ADR 71,341 132,002
131 NVIDIA CORP COM 54,244 64,874
131 OLD DOMINION FREIGHT LINE INC COM 52,369 69,311
308 SNOWFLAKE INC CL A 67,689 61,292
156 THERMO FISHER SCIENTIFIC INC COM 91,495 82,803
201 UNITEDHEALTH GROUP INC COM 107,617 105,820
344 VISA INC COM CL A 77,370 89,560
557 WASTE CONNECTIONS INC COM 74,406 83,143
179 YANDEX N V SHS CLASS A 8,179 5,120

TY 2023 InvestmentsOtherSchedule2
Name:
MEERWARTH FAMILY FOUNDATION
 
C/O TRACY PESTER
EIN:
13-7018740
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
DGP IV OWNERSHIP OFFSHORE FEEDER FUND LP AT COST 395,782 430,311
PERE COLLECTION II OFFSHORE FUND SER B AT COST 460,831 387,489
HH PRE-IPO OFFSHORE FEEDER FUND IV AT COST 150,710 143,298
NGT III OFFSHORE FEEDER FUND AT COST 113,177 97,557
NM VII OFFSHORE FEEDER FUND LP AT COST 13,503 3,297
GS 2Y RTY MID CATAPULT NOTE AT COST 300,000 307,233

TY 2023 OtherExpensesSchedule
Name:
MEERWARTH FAMILY FOUNDATION
 
C/O TRACY PESTER
EIN:
13-7018740
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 91,736 91,736   0
AMORTIZATION OF COST BASIS ADJUSTMENTS 20,029 20,029   0


TY 2023 TaxesSchedule
Name:
MEERWARTH FAMILY FOUNDATION
 
C/O TRACY PESTER
EIN:
13-7018740
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD ON DIVIDENDS 12,955 12,955   0