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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE HAROLD WETTERBERG FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)89 HEADQUARTERS PLAZA
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MORRISTOWN, NJ07960
A Employer identification number

22-6042915
B Telephone number (see instructions)

(973) 993-1743
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$1,747,492J 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 996 996  
4 Dividends and interest from securities... 8,335 8,335  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 186,453
b Gross sales price for all assets on line 6a 604,781
7 Capital gain net income (from Part IV, line 2)... 186,453
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........ 195,784 195,784  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,000 0   20,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,530 680   3,850
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,565 11,650   2,915
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
13,476 13,476   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6 6   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
102 0   102
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,679 25,812   26,867
25 Contributions, gifts, grants paid....... 230,000 230,000
26 Total expenses and disbursements. Add lines 24 and 25 282,679 25,812   256,867
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -86,895
b Net investment income (if negative, enter -0-) 169,972
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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.............      
2 Savings and temporary cash investments......... 110,532 79,066 79,066
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) 10,065 Click to see attachment
List of Attached Documents:
// Content
4,083 		4,083
b Investments—corporate stock (attach schedule)....... 1,482,245 Click to see attachment
List of Attached Documents:
// Content
1,664,343 		1,664,343
c Investments—corporate bonds (attach schedule).......      
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)..........      
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) 1,602,842 1,747,492 1,747,492
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........... 1,602,842 1,747,492
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,602,842 1,747,492
30 Total liabilities and net assets/fund balances (see instructions). 1,602,842 1,747,492
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
1,602,842
2
Enter amount from Part I, line 27a .....................
2
-86,895
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
231,545
4
Add lines 1, 2, and 3 ..........................
4
1,747,492
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
1,747,492
Form 990-PF (2024)
Form 990-PF (2024)
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 FIDELITY FUNDS TREASURY P 2023-10-16 2024-04-11
b FIDELITY FUNDS TREASURY P 2023-10-16 2024-09-10
c JP MORGAN US LARGE CAP CORE P   2024-06-17
d JP MORGAN US LARGE CAP CORE P   2024-06-18
e VANGUARD S&P 500 ETF P 2012-06-28 2024-02-15
VANGUARD S&P 500 ETF P 2012-06-28 2024-06-18
VANGUARD MID CAP ETF P 2012-05-30 2024-06-18
ALPHABET INC CL A P 2024-05-06 2024-07-10
CINTAS CORP. P 2023-12-07 2024-07-10
LAUDER ESTEE COS INC. P 2023-11-14 2024-09-10
LAUDER ESTEE COS INC. P 2023-11-14 2024-09-11
ABBVIE INC. P 2020-05-11 2024-05-23
ABBVIE INC. P 2020-05-11 2024-07-23
ABBVIE INC. P 2020-05-11 2024-09-03
ADOBE SYSTEMS INC. P 2016-02-08 2024-11-18
ADOBE SYSTEMS INC. P 2016-02-12 2024-12-03
AMAZON.COM INC. P 2014-04-28 2024-07-10
AMAZON.COM INC. P 2019-10-22 2024-07-10
APPLE INC. P 2014-07-01 2024-07-10
ATLASSIAN CORP. PLC P 2021-02-19 2024-08-05
ATLASSIAN CORP. PLC P 2021-02-22 2024-08-05
ATLASSIAN CORP. PLC P 2021-02-23 2024-08-06
ATLASSIAN CORP. PLC P 2021-03-01 2024-08-06
AUTODESK INC. P 2013-10-24 2024-07-10
BIOGEN INC. P 2015-08-24 2024-07-23
BIOGEN INC. P 2015-09-22 2024-09-03
BIOGEN INC. P 2015-09-22 2024-10-01
BIOGEN INC. P 2016-02-03 2024-10-01
BIOGEN INC. P 2016-12-08 2024-11-08
CHARLES RIVER LABORATORIES P 2021-11-03 2024-10-08
COMCAST CORP. P 2011-07-14 2024-04-25
COMCAST CORP. P 2011-07-14 2024-07-09
COMCAST CORP. P 2011-07-14 2024-08-13
COMCAST CORP. P 2011-07-14 2024-11-08
COMCAST CORP. P 2011-07-14 2024-11-26
CROWDSTRIKE HOLDINGS INC. P 2022-01-06 2024-11-26
CROWDSTRIKE HOLDINGS INC. P 2022-02-02 2024-11-26
DIAGEO PLC P 2022-07-27 2024-07-09
DIAGEO PLC P 2022-07-27 2024-07-23
DIAGEO PLC P 2022-11-09 2024-07-23
DIAGEO PLC P 2023-02-15 2024-07-23
DOLBY LABORATORIES INC. P 2012-12-04 2024-04-09
ETSY INC. P 2021-11-09 2024-10-01
ETSY INC. P 2022-01-03 2024-10-01
ETSY INC. P 2022-03-07 2024-10-01
ETSY INC. P 2023-02-24 2024-01-01
META PLATFORMS P 2020-06-19 2024-07-10
FREEPORT-MCMORAN INC. P 2016-09-12 2024-07-10
GUARDANT HEALTH INC. P 2020-02-26 2024-02-27
GUARDANT HEALTH INC. P 2020-03-04 2024-02-27
GUARDANT HEALTH INC. P 2020-03-12 2024-02-27
GUARDANT HEALTH INC. P 2020-03-13 2024-02-27
GUARDANT HEALTH INC. P 2020-03-16 2024-02-27
GUARDANT HEALTH INC. P 2021-05-07 2024-02-27
INTUIT INC. P 2023-06-02 2024-08-13
INTUITIVE SURGICAL INC. P 2021-12-10 2024-08-13
IONIS PHARMACEUTICALS INC. P 2016-11-04 2024-05-21
L3HARRIS TECHNOLOGIES INC. P 2012-12-04 2024-07-10
LAUDER ESTEE COS INC. P 2022-11-10 2024-08-28
LAUDER ESTEE COS INC. P 2022-11-16 2024-08-28
LAUDER ESTEE COS INC. P 2022-12-01 2024-08-29
LAUDER ESTEE COS INC. P 2023-05-05 2024-08-29
MARSH AND MCLENNAN COS INC. P 2022-10-10 2024-08-08
MARSH AND MCLENNAN COS INC. P 2022-11-10 2024-08-08
MARSH AND MCLENNAN COS INC. P 2022-11-30 2024-08-12
MARSH AND MCLENNAN COS INC. P 2023-02-02 2024-08-12
MATCH GROUP INC. P 2021-08-25 2024-03-12
MATCH GROUP INC. P 2021-11-03 2024-03-12
MATCH GROUP INC. P 2022-04-19 2024-03-12
MATCH GROUP INC. P 2022-04-25 2024-03-12
MICROSOFT CORP. P 2015-03-03 2024-07-10
NETFLIX.COM INC. P 2022-02-17 2024-11-05
NETFLIX.COM INC. P 2022-02-17 2024-12-12
NIKE INC. CL B P 2024-05-06 2024-05-06
NIKE INC. CL B P 2024-05-06 2024-05-06
NIKE INC. CL B P 2021-11-11 2024-05-07
NIKE INC. CL B P 2021-11-12 2024-05-07
NIKE INC. CL B P 2021-12-13 2024-05-07
NIKE INC. CL B P 2022-10-26 2024-05-07
NVIDIA CORP. P 2019-01-30 2024-07-10
PALO ALTO NETWORKS P 2017-04-07 2024-07-10
SHERWIN WILLIAMS CO. P 2022-05-09 2024-08-13
SNOWFLAKE INC. P 2022-05-05 2024-07-10
SPLUNK INC. P 2020-12-03 2024-01-03
SPLUNK INC. P 2020-12-03 2024-01-05
SPLUNK INC. P 2020-12-04 2024-01-09
SPLUNK INC. P 2021-03-25 2024-01-09
SPLUNK INC. P 2021-03-25 2024-01-16
STRYKER CORP. P 2022-05-11 2024-08-07
STRYKER CORP. P 2022-06-16 2024-08-08
STRYKER CORP. P 2023-01-10 2024-08-08
TJX COS INC. P 2023-05-05 2024-07-10
TKO GROUP HLDGS INC. P 2023-05-16 2024-07-10
UBER TECHNOLOGIES INC. P 2019-08-09 2024-07-10
UBER TECHNOLOGIES INC. P 2019-09-05 2024-07-10
UBER TECHNOLOGIES INC. P 2020-01-10 2024-07-10
UNITED PARCEL SERVICE P 2017-02-07 2024-06-05
UNITED PARCEL SERVICE P 2019-10-03 2024-06-05
UNITED PARCEL SERVICE P 2019-10-03 2024-06-17
UNITEDHEALTH GROUP INC. P 2012-07-10 2024-05-23
UNITEDHEALTH GROUP INC. P 2013-04-18 2024-09-03
UNITEDHEALTH GROUP INC. P 2013-04-18 2024-09-05
UNITEDHEALTH GROUP INC. P 2013-04-18 2024-09-06
UNITEDHEALTH GROUP INC. P 2012-10-21 2024-09-25
UNITEDHEALTH GROUP INC. P 2013-10-21 2024-10-01
WOLFSPEED INC. P 2019-08-23 2024-07-23
WOLFSPEED INC. P 2019-08-26 2024-07-23
WOLFSPEED INC. P 2019-10-31 2024-07-23
ZOETIS INC. P 2016-03-15 2024-04-11
ZOETIS INC. P 2020-04-07 2024-04-11
ZOETIS INC. P 2020-04-07 2024-04-12
EATON CORP PLC P 2021-07-26 2024-07-10
EATON CORP PLC P 2021-09-28 2024-07-10
JOHNSON CONTROLS INTL PLC P 2018-12-07 2024-04-25
APTIV PLC P 2020-06-02 2024-07-10
APTIV PLC P 2020-06-02 2024-08-05
APTIV PLC P 2020-06-12 2024-08-05
APTIV PLC P 2021-09-22 2024-08-05
SEAGATE TECHNOLOGY HLDGS P 2018-09-12 2024-07-10
SEAGATE TECHNOLOGY HLDGS P 2018-09-12 2024-10-01
SEAGATE TECHNOLOGY HLDGS P 2018-09-12 2024-11-26
SEAGATE TECHNOLOGY HLDGS P 2020-03-12 2024-11-26
ALCON INC. P 2020-05-14 2024-05-20
ALCON INC. P 2020-05-14 2024-05-21
ALCON INC. P 2021-07-01 2024-06-26
ALCON INC. P 2021-07-01 2024-06-27
ALCON INC. P 2021-07-01 2024-06-28
ALCON INC. P 2022-04-13 2024-06-28
ALCON INC. P 2022-04-13 2024-07-01
ALCON INC. P 2023-01-10 2024-07-01
ASML HOLDING NV P 2020-11-11 2024-07-10
AUTODESK INC. P 2008-02-27 2024-07-10
COMCAST CORP. P 2006-05-19 2024-04-09
COMCAST CORP. P 2006-05-19 2024-04-25
L3HARRIS TECHNOLOGIES INC. P 2006-05-19 2024-07-10
TESLA INC. P 2023-03-02 2024-01-25
TESLA INC. P 2023-04-24 2024-01-25
BLACKSTONE GROUP INC. P 2022-03-22 2024-02-13
BLACKSTONE GROUP INC. P 2022-06-21 2024-02-13
NVIDIA CORP. P 2019-08-21 2024-02-21
PALO ALTO NETWORKS P 2022-04-18 2024-02-21
PALO ALTO NETWORKS P 2022-05-02 2024-02-21
TESLA INC. P 2023-04-24 2024-03-07
TESLA INC. P 2023-07-20 2024-03-07
TESLA INC. P 2023-10-05 2024-03-07
TRADE DESK INC. P 2022-03-28 2024-03-22
UNITEDHEALTH GROUP INC. P 2023-10-10 2024-04-04
ADOBE SYSTEMS INC. P 2020-04-23 2024-04-18
ADOBE SYSTEMS INC. P 2020-03-25 2024-04-18
ALPHABET INC CL C P 2015-07-28 2024-04-19
SERVICENOW INC. P 2018-10-12 2024-04-18
NVIDIA CORP. P 2019-08-21 2024-04-05
NVIDIA CORP. P 2019-08-23 2024-04-05
UNITEDHEALTH GROUP INC. P 2022-11-17 2024-04-04
UNITEDHEALTH GROUP INC. P 2022-11-28 2024-04-04
UNITEDHEALTH GROUP INC. P 2022-12-09 2024-04-04
UNITEDHEALTH GROUP INC. P 2023-01-03 2024-04-04
VEEVA SYSTEMS INC. P 2019-07-16 2024-04-04
VISA INC. P 2016-11-14 2024-04-04
MSCI INC. P 2019-10-03 2024-05-09
MSCI INC. P 2020-01-14 2024-05-09
MICROSOFT CORP. P 2021-10-05 2024-05-09
QUANTA SVCS INC. P 2023-05-05 2024-05-09
CELSIUS HOLDINGS INC. P 2024-04-05 2024-06-25
ELI LILLY & CO. P 2024-03-07 2024-06-25
LULULEMON ATHLETICA INC. P 2024-03-22 2024-06-06
NETFLIX.COM INC. P 2024-01-25 2024-06-25
SHOPIFY INC. P 2024-02-13 2024-06-25
TRANE TECHNOLOGIES PLC P 2024-04-05 2024-06-25
VERTIV HOLDINGS LLC P 2024-04-18 2024-06-25
ADOBE SYSTEMS INC. P 2020-04-23 2024-06-25
AIRBNB INC. P 2021-05-18 2024-06-25
ALPHABET INC CL C P 2015-07-28 2024-06-25
AMAZON.COM INC. P 2013-07-18 2024-06-25
AMAZON.COM INC. P 2016-07-05 2024-06-25
ARISTA NETWORKS INC, P 2022-03-16 2024-06-25
SERVICENOW INC. P 2018-10-12 2024-06-25
CADENCE DESIGN SYSTEMS INC. P 2020-10-02 2024-06-25
COSTAR GROUP INC. P 2019-07-16 2024-06-25
COSTAR GROUP INC. P 2019-08-08 2024-06-25
DEXCOM INC. P 2021-12-21 2024-06-25
DEXCOM INC. P 2022-01-12 2024-06-25
META PLATFORMS INC. P 2018-09-21 2024-06-25
INTUITIVE SURGICAL INC. P 2023-01-31 2024-06-25
LULULEMON ATHLETICA INC. P 2019-08-21 2024-06-06
LULULEMON ATHLETICA INC. P 2020-03-31 2024-06-06
LULULEMON ATHLETICA INC. P 2021-12-22 2024-06-06
LULULEMON ATHLETICA INC. P 2023-01-05 2024-06-06
MICROSOFT CORP. P 2021-10-05 2024-06-25
MOTOROLA SOLUTIONS INC. P 2021-12-09 2024-06-25
NVIDIA CORP. P 2019-08-23 2024-06-20
O'REILLY AUTOMOTIVE INC. P 2022-01-26 2024-06-25
O'REILLY AUTOMOTIVE INC. P 2022-02-07 2024-06-25
ON HOLDING AG P 2023-05-26 2024-06-25
PALO ALTO NETWORKS P 2022-05-02 2024-06-25
PALO ALTO NETWORKS P 2022-05-17 2024-06-25
BROADCOM INC. P 2022-03-30 2024-06-25
QUANTA SVCS INC. P 2023-05-05 2024-06-25
TRADE DESK INC. P 2022-03-28 2024-06-25
TRADE DESK INC. P 2022-10-03 2024-06-25
UBER TECHNOLOGIES INC. P 2020-05-26 2024-06-25
VEEVA SYSTEMS INC. P 2019-07-16 2024-06-25
VEEVA SYSTEMS INC. P 2019-09-24 2024-06-25
VISA INC. P 2016-11-14 2024-06-25
ZOETIS INC. P 2018-07-10 2024-06-25
VEEVA SYSTEMS INC. P 2023-08-09 2024-07-25
VEEVA SYSTEMS INC. P 2023-11-10 2024-07-25
COSTAR GROUP INC. P 2019-08-08 2024-07-24
COSTAR GROUP INC. P 2019-08-21 2024-07-24
BROADCOM INC. P 2022-05-27 2024-07-24
VEEVA SYSTEMS INC. P 2019-09-25 2024-07-25
VEEVA SYSTEMS INC. P 2022-07-21 2024-07-25
DEXCOM INC. P 2023-08-25 2024-08-01
DEXCOM INC. P 2024-01-17 2024-08-01
DEXCOM INC. P 2024-02-29 2024-08-01
SHOPIFY INC. P 2024-02-13 2024-08-05
SHOPIFY INC. P 2024-04-18 2024-08-05
ARISTA NETWORKS INC, P 2022-03-16 2024-08-12
ARISTA NETWORKS INC, P 2022-03-23 2024-08-12
CADENCE DESIGN SYSTEMS INC. P 2020-10-02 2024-08-05
CADENCE DESIGN SYSTEMS INC. P 2020-10-02 2024-08-12
CADENCE DESIGN SYSTEMS INC. P 2020-11-04 2024-08-12
COSTAR GROUP INC. P 2019-08-21 2024-08-12
COSTAR GROUP INC. P 2019-11-25 2024-08-12
DEXCOM INC. P 2022-01-12 2024-08-01
DEXCOM INC. P 2022-04-08 2024-08-01
DEXCOM INC. P 2022-05-31 2024-08-01
DEXCOM INC. P 2022-08-08 2024-08-01
INTUITIVE SURGICAL INC. P 2023-01-31 2024-08-12
NVIDIA CORP. P 2019-08-23 2024-08-05
NVIDIA CORP. P 2019-08-23 2024-08-12
ON HOLDING AG P 2023-05-26 2024-08-02
BROADCOM INC. P 2022-05-27 2024-08-12
UBER TECHNOLOGIES INC. P 2020-05-26 2024-08-12
UBER TECHNOLOGIES INC. P 2020-11-11 2024-08-12
CELSIUS HOLDINGS INC. P 2024-04-05 2024-10-08
CELSIUS HOLDINGS INC. P 2024-05-09 2024-10-08
CELSIUS HOLDINGS INC. P 2024-06-06 2024-10-08
TRADE DESK INC. P 2022-10-03 2024-12-16
VISA INC. P 2016-11-14 2024-12-16
UBER TECHNOLOGIES INC. P 2020-05-26 2024-02-16
CAPITAL GAINS DIVIDENDS P    
(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 2,000   2,000 0
b 4,400   4,400 0
c 30,000   34,529 -4,529
d 20,000   22,239 -2,239
e 10,102   2,660 7,442
15,090   3,627 11,463
15,098   4,690 10,408
381   334 47
712   554 158
254   366 -112
334   488 -154
477   253 224
520   253 267
594   253 341
999   148 851
1,541   230 1,311
2,977   217 2,760
1,389   620 769
1,157   117 1,040
288   516 -228
144   246 -102
142   236 -94
283   496 -213
244   40 204
225   265 -40
204   272 -68
191   272 -81
191   245 -54
518   786 -268
563   1,163 -600
152   48 104
188   60 128
196   60 136
701   192 509
851   240 611
364   189 175
364   177 187
380   554 -174
129   185 -56
129   168 -39
257   348 -91
580   230 350
210   1,033 -823
210   780 -570
105   279 -174
53   125 -72
1,606   714 892
776   162 614
117   491 -374
59   246 -187
39   134 -95
39   134 -95
20   62 -42
20   136 -116
645   429 216
470   344 126
565   405 160
72   18 54
276   649 -373
92   225 -133
183   465 -282
183   405 -222
1,095   769 326
219   166 53
652   512 140
652   526 126
33   137 -104
134   605 -471
268   754 -486
67   164 -97
921   87 834
764   392 372
927   392 535
372   628 -256
558   951 -393
187   335 -148
281   507 -226
281   500 -219
187   186 1
2,685   68 2,617
665   75 590
699   555 144
267   332 -65
152   161 -9
304   323 -19
152   161 -9
305   268 37
305   268 37
642   458 184
326   195 131
326   264 62
335   235 100
111   108 3
69   40 29
691   326 365
69   34 35
410   317 93
137   116 21
542   463 79
517   56 461
1,196   119 1,077
594   59 535
597   59 538
576   68 508
585   68 517
126   281 -155
63   133 -70
168   381 -213
488   122 366
163   128 35
750   640 110
970   468 502
647   308 339
194   100 94
140   158 -18
69   79 -10
411   453 -42
343   728 -385
422   197 225
323   148 175
407   197 210
305   132 173
265   168 97
265   168 97
268   211 57
269   211 58
267   211 56
89   78 11
88   78 10
177   144 33
1,087   413 674
488   66 422
281   73 208
76   21 55
382   101 281
6,196   6,691 -495
1,093   990 103
6,983   7,138 -155
7,482   5,780 1,702
7,333   493 6,840
2,140   1,688 452
7,224   5,218 2,006
4,171   3,961 210
4,171   6,841 -2,670
2,086   3,161 -1,075
6,971   5,657 1,314
4,593   5,407 -814
472   349 123
5,196   3,510 1,686
5,617   1,159 4,458
1,414   366 1,048
2,546   135 2,411
5,941   293 5,648
3,674   4,190 -516
3,674   4,448 -774
4,134   5,045 -911
6,890   7,968 -1,078
1,032   874 158
786   237 549
6,716   3,012 3,704
13,432   7,742 5,690
1,172   871 301
1,288   856 432
2,704   4,047 -1,343
4,456   3,853 603
4,169   5,349 -1,180
6,638   5,555 1,083
1,240   1,627 -387
1,593   1,522 71
2,665   2,599 66
5,216   3,489 1,727
3,704   3,453 251
10,065   1,723 8,342
1,292   111 1,181
9,783   1,914 7,869
8,101   3,169 4,932
7,455   1,831 5,624
9,264   3,230 6,034
2,289   1,893 396
930   857 73
2,738   3,550 -812
2,738   3,117 -379
10,107   3,305 6,802
4,283   2,454 1,829
962   582 380
6,092   3,679 2,413
4,810   6,005 -1,195
4,169   4,289 -120
8,934   5,802 3,132
5,767   3,837 1,930
18,571   564 18,007
4,194   2,660 1,534
1,048   644 404
4,958   3,632 1,326
1,937   1,160 777
4,519   2,245 2,274
7,897   3,192 4,705
6,679   4,281 2,398
2,611   1,840 771
1,257   814 443
5,921   3,023 2,898
2,184   2,099 85
1,456   1,218 238
8,170   2,373 5,797
3,244   1,751 1,493
915   1,015 -100
6,041   5,544 497
534   461 73
1,069   916 153
442   175 267
7,139   5,936 1,203
4,759   5,691 -932
3,527   5,126 -1,599
2,257   4,138 -1,881
2,116   3,497 -1,381
2,650   4,149 -1,499
3,066   4,311 -1,245
4,319   1,648 2,671
665   272 393
5,497   2,476 3,021
771   323 448
3,082   1,488 1,594
423   392 31
1,694   1,471 223
2,469   4,363 -1,894
3,386   6,302 -2,916
1,693   1,879 -186
3,174   4,403 -1,229
2,264   1,227 1,037
4,896   209 4,687
16,478   627 15,851
942   726 216
7,440   2,924 4,516
2,673   1,423 1,250
2,339   1,662 677
1,822   5,262 -3,440
2,074   6,251 -4,177
2,383   6,508 -4,125
4,201   2,067 2,134
5,326   1,345 3,981
4,618   2,098 2,520
2,505     2,505
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       0
b       0
c       -4,529
d       -2,239
e       7,442
      11,463
      10,408
      47
      158
      -112
      -154
      224
      267
      341
      851
      1,311
      2,760
      769
      1,040
      -228
      -102
      -94
      -213
      204
      -40
      -68
      -81
      -54
      -268
      -600
      104
      128
      136
      509
      611
      175
      187
      -174
      -56
      -39
      -91
      350
      -823
      -570
      -174
      -72
      892
      614
      -374
      -187
      -95
      -95
      -42
      -116
      216
      126
      160
      54
      -373
      -133
      -282
      -222
      326
      53
      140
      126
      -104
      -471
      -486
      -97
      834
      372
      535
      -256
      -393
      -148
      -226
      -219
      1
      2,617
      590
      144
      -65
      -9
      -19
      -9
      37
      37
      184
      131
      62
      100
      3
      29
      365
      35
      93
      21
      79
      461
      1,077
      535
      538
      508
      517
      -155
      -70
      -213
      366
      35
      110
      502
      339
      94
      -18
      -10
      -42
      -385
      225
      175
      210
      173
      97
      97
      57
      58
      56
      11
      10
      33
      674
      422
      208
      55
      281
      -495
      103
      -155
      1,702
      6,840
      452
      2,006
      210
      -2,670
      -1,075
      1,314
      -814
      123
      1,686
      4,458
      1,048
      2,411
      5,648
      -516
      -774
      -911
      -1,078
      158
      549
      3,704
      5,690
      301
      432
      -1,343
      603
      -1,180
      1,083
      -387
      71
      66
      1,727
      251
      8,342
      1,181
      7,869
      4,932
      5,624
      6,034
      396
      73
      -812
      -379
      6,802
      1,829
      380
      2,413
      -1,195
      -120
      3,132
      1,930
      18,007
      1,534
      404
      1,326
      777
      2,274
      4,705
      2,398
      771
      443
      2,898
      85
      238
      5,797
      1,493
      -100
      497
      73
      153
      267
      1,203
      -932
      -1,599
      -1,881
      -1,381
      -1,499
      -1,245
      2,671
      393
      3,021
      448
      1,594
      31
      223
      -1,894
      -2,916
      -186
      -1,229
      1,037
      4,687
      15,851
      216
      4,516
      1,250
      677
      -3,440
      -4,177
      -4,125
      2,134
      3,981
      2,520
      2,505
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 2 186,453
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 2,363
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 2,363
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 2,363
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,065
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 3,065
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 10 702
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow702 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
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 arrowNJ
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2024 or the taxable year beginning in 2024? 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
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMURPHY HOFFER PA Telephone no.right arrow (609) 452-9555

Located atright arrow15 ROSZEL ROAD SUITE 10PRINCETONNJ ZIP+4right arrow08540
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 2024, 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 (2024)
Form 990-PF (2024)
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)
Yes
 
(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
 
No
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
GENE R KORF SECRETARY/TRUSTEE
2.00 		5,000 0 0
89 HEADQUARTERS PLAZA NO TOWER 14TH
FL
MORRISTOWN,NJ07960
SAMUEL R HOFFER PRESIDENT/TRUSTEE
1.00 		5,000 0 0
15 ROSZEL ROAD STE 10
PRINCETON,NJ08540
SCOTT KORF VICE PRES/TRUSTEE
1.00 		5,000 0 0
89 HEADQUARTERS PLAZA NO TOWER 14TH
FL
MORRISTOWN,NJ07960
SANDRA P SEARFOSS TREASURER/TRUSTEE
1.00 		5,000 0 0
15 ROSZEL ROAD STE 10
PRINCETON,NJ08540
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
1,607,839
b
Average of monthly cash balances.......................
1b
130,322
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,738,161
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
1,738,161
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
26,072
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,712,089
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
85,604
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
85,604
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,363
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,363
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
83,241
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
83,241
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
83,241
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
256,867
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
0
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
256,867
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 83,241
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 124,893
b From 2020...... 133,662
c From 2021...... 125,447
d From 2022...... 60,757
e From 2023...... 102,028
f Total of lines 3a through e ........ 546,787
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 256,867
a Applied to 2023, 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 2024 distributable amount..... 83,241
e Remaining amount distributed out of corpus 173,626
5 Excess distributions carryover applied to 2024. 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 5 720,413
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		124,893
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		595,520
10 Analysis of line 9:
a Excess from 2020.... 133,662
b Excess from 2021.... 125,447
c Excess from 2022.... 60,757
d Excess from 2023.... 102,028
e Excess from 2024.... 173,626
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
GENE KORF ESQ KORF ROSENBLATT
89 HEADQUARTERS PLAZA NORTH TOWER
14TH FL
MORRISTOWN,NJ07960
(973) 993-1743
bThe form in which applications should be submitted and information and materials they should include:
SUBMIT LETTER AND PROPOSAL
cAny submission deadlines:
NO DEADLINE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO RESTRICTIONS
Form 990-PF (2024)
Form 990-PF (2024)
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

ADALYN ROSE FOUNDATION

307 FOREST HILL CIRCLE
READING,PA19606 		  PC GENERAL 1,000

ALZHEIMER'S ASSOCIATION

225 NO MICHIGAN AVE
CHICAGO,IL60601 		  PC GENERAL 3,000

AMERICAN VETERINARY MEDICAL FOUNDATION

1931 N MEACHAM ROAD
SCHAUMBURG,IL60173 		  PC GENERAL 20,000

ASBURY PARK LITTLE LEAGUE INC

PO BOX 702
ASBURY PARK,NJ07712 		  PC GENERAL 2,000

ATLANTIC THEATER COMPANY

76 NINTH AVE STE 537
NEW YORK,NY10011 		  PC GENERAL 10,000

AUTISM FAMILY SERVICES OF NJ

500 MILSTONE RD BLDG 300 STE 201
EAST WINDSOR,NJ08520 		  PC GENERAL 1,000

BOYS AND GIRLS CLUB OF MONMOUTH COUNTY

1201 MONROE AVENUE
ASBURY PARK,NJ07712 		  PC GENERAL 1,000

BRAIN & BEHAVIOR RESEARCH FOUNDATION

747 THIRD AVE 33RD FL
NEW YORK,NY10017 		  PC GENERAL 1,000

BROOKE MULFORD FOUNDATION

PO BOX 545
SALISBURY,MD21803 		  PC GENERAL 1,000

BUCKS COUNTY PLAYHOUSE

12 W MECHANIC ST STE 2A
NEW HOPE,PA18938 		  PC GENERAL 4,000

CARON FOUNDATION

243 N GALON HALL ROAD
WERNERSVILLE,PA19565 		  PC GENERAL 2,000

CHILDREN'S HOSPITAL OF PHILADELPHIA

PO BOX 781352
PHILADELPHIA,PA191781352 		  PC GENERAL 3,000

CITY OF ASBURY PARK

ONE MUNICIPAL PLAZA 1
ASBURY PARK,NJ07712 		  PC GENERAL 1,000

COMMUNITY FOUNDATION OF GREENVILLE

630 E WASHINGTON ST STE A
GREENVILLE,SC29601 		  PC GENERAL 20,000

COMMUNITY KARMA

1501 OCEAN AVE UNIT 2508
ASBURY PARK,NJ07712 		  PC GENERAL 2,500

CONCUSSION LEGACY FOUNDATION

PO BOX 79
MIDDLETOWN,DE19709 		  PC GENERAL 3,000

CORNELL UNIVERSITY COLLEGE OF VETERINARY MEDICINE (BUCHALSKI)

930 CAMPUS ROAD
ITHACA,NY148536401 		  PC SCHOLARSHIP 5,000

CORNELL UNIVERSITY COLLEGE OF VETERINARY MEDICINE (JACKSON)

930 CAMPUS ROAD
ITHACA,NY148536401 		  PC SCHOLARSHIP 2,500

DISABILITY RIGHTS NEW JERSEY

210 SOUTH BROAD ST 3
TRENTON,NJ08608 		  PC GENERAL 2,500

DOCTORS WITHOUT BORDERS

40 RECTOR STREET 16TH FL
NEW YORK,NY100061705 		  PC GENERAL 2,000

DREW O'DONOGHUE FUND INC

9 MILLSTONE LANE
WHITEHOUSE STATION,NJ088893260 		  PC GENERAL 5,000

EASEL ANIMAL RESCUE LEAGUE INC

PO BOX 5093
LAWRENCEVILLE,NJ08638 		  PC GENERAL 1,500

EWING PBA 111

PO BOX 7306
TRENTON,NJ086280306 		  PC GENERAL 1,000

FLEMINGTON AREA FOOD PANTRY

PO BOX 783
FLEMINGTON,NJ08822 		  PC GENERAL 2,000

HOMEFRONT

1880 PRINCETON PIKE
LAWRENCEVILLE,NJ086484518 		  PC GENERAL 2,000

INTERFAITH CAREGIVERS TRENTON

3635 QUAKERBRIDGE RD STE 16
HAMILTON,NJ086192641 		  PC GENERAL 1,000

LORE SCHOOL PARENTS ASSOCIATION INC

13 WESTWOOD DRIVE
EWING,NJ08628 		  PC GENERAL 2,500

MARKET STREET MISSION INC

9 MARKET STREET
MORRISTOWN,NJ079605122 		  PC GENERAL 2,000

MAYO PERFORMING ARTS CENTER

100 SOUTH STREET
MORRISTOWN,NJ07960 		  PC GENERAL 20,000

MERCY CENTER CORPORATION

1106 MAIN STREET
ASBURY PARK,NJ07712 		  PC GENERAL 1,000

MLS MEMORIAL FUND

16 JOHNSTON DRIVE
FLEMINGTON,NJ08822 		  PC GENERAL 1,000

MONMOUTH COUNTY SPCA

260 WALL STREET
EATONTOWN,NJ07724 		  PC GENERAL 1,000

MONMOUTH OCEAN PAL

ONE MUNICIPAL PLAZA 1
ASBURY PARK,NJ07712 		  PC GENERAL 2,000

NASSAU COUNTY ANIMAL SERVICES

86078 LICENSE ROAD
FERNANDINA BEACH,FL32034 		  PC GENERAL 500

NCSO CHARITIES INC

77151 CITIZENS CIRCLE
YULEE,FL32097 		  PC GENERAL 500

NORTH CAROLINA STATE UNIVERSITY (GUPTA)

BOX 7302
RALEIGH,NC27695 		  PC SCHOLARSHIP 10,000

OCEAN GROVE FIRE DEPARTMENT

50 OLIN STREET
OCEAN GROVE,NJ077561621 		  PC GENERAL 1,000

PLAY WITH JACK FOUNDATION

403 SPRINGDALE COURT
CAPE MAY COURT HOUSE,NJ08210 		  PC GENERAL 1,000

PRINCETON AREA COMMUNITY FOUNDATION

15 PRINCESS ROAD
LAWRENCEVILLE,NJ08648 		  PC GENERAL 1,000

PRINCETON JUNCTION VOLUNTEER FIRE CO

245 CLARKSVILLE ROAD
PRINCETON JUNCTION,NJ08550 		  PC GENERAL 1,000

ROUNDABOUT THEATRE COMPANY

231 W 39TH ST STE 1200
NEW YORK,NY10018 		  PC GENERAL 10,000

SAFE HARBOR

171 MAIN STREET
FLEMINGTON,NJ08822 		  PC GENERAL 8,000

STATE THEATER OF NEW JERSEY

9 LIVINGSTON AVENUE STE 409
NEW BRUNSWICK,NJ08901 		  PC GENERAL 5,000

TRENTON AREA SOUP KITCHEN

PO BOX 872
TRENTON,NJ08605 		  PC GENERAL 2,000

TRINITY EPISCOPAL LAST RESORT PANTRY

503 ASBURY AVENUE
ASBURY PARK,NJ07712 		  PC GENERAL 2,000

UNIVERSITY OF MISSOURI (GOLDNER)

325 JESSE HALL
COLUMBIA,MO65211 		  PC SCHOLARSHIP 5,000

WOMANSPACE INC

1212 STUYVESANT AVE
TRENTON,NJ08618 		  PC GENERAL 1,000

DREW UNIVERSITY

36 MADISON AVE
MADISON,NJ07940 		  PC GENERAL 20,000

AMERICAN RED CROSS

PO BOX 37839
BOONE,IA50037 		  PC GENERAL 3,000

PURDUE UNIVERSITY (NOWAK)

610 PURDUE MALL
WEST LAFAYETTE,IN47907 		  PC SCHOLARSHIP 7,500

ANCHOR HOUSE FOUNDATION

ANCHOR HOUSE FOUNDATION
TRENTON,NJ08611 		  PC GENERAL 1,000

FIRST PRESBYTERIAN CHURCH OF FREEHOLD

118 W MAIN STREET
FREEHOLD,NJ07728 		  PC GENERAL 1,000

HUGS FOR BRADY FOUNDATION

4 QUENTIN ROAD
KENDALL PARK,NJ08824 		  PC GENERAL 500

JACKSONVILLE ZOOLOGICAL SOCIETY

370 200 PARKWAY
JACKSONVILLE,FL32218 		  PC GENERAL 500

LIVESTRONG

623 W 38TH ST STE 300
AUSTIN,TX78705 		  PC GENERAL 1,000

MEALS ON WHEELS MERCER COUNTY

320 HOLLOWBROOK DRIVE
EWING,NJ08638 		  PC GENERAL 1,000

JANET ZILINSKI MEMORIAL FUND

PO BOX 150
MARTINSVILLE,NJ08836 		  PC GENERAL 1,000

TUNNELS TO TOWER FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		  PC GENERAL 6,000

UNITED STATES HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PL SW
WASHINGTON,DC20024 		  PC GENERAL 10,000
Total .................................right arrow 3a 230,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 996  
4 Dividends and interest from securities ....     14 8,335  
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 ............ 		    18 186,453  
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) .. 0 195,784 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
195,784
(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.)
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 14,565 11,650   2,915

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Statement:
PURSUANT TO THE NJ CHARITABLE REGISTRATION AND INVESTIGATION ACT ACT (CRI) AND THE PERTINENT REGULATIONS, THE HAROLD WETTERBERG FOUNDATION IS EXEMPT FROM THE NJ ATTORNEY GENERAL'S REGISTRATION REQUIREMENTS BECAUSE (1) IT RECEIVES LESS THAN $10,000 PER YEAR IN GROSS CONTRIBUTIONS AND (2) DOES NOT SOLICIT CONTRIBUTIONS. THERE IS NO REQUIREMMENT TO SUBMIT A COPY OF THE 990-PF TO THE ATTORNEY GENERAL'S OFFICE UNDER THE NJ CRI ACT.

TY 2024 InvestmentsCorpStockSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC. 889 889
ACCENTURE PLC CL A 2,814 2,814
ADOBE SYSTEMS INC. 26,236 26,236
AIRBNB INC 16,163 16,163
AIRBNB INC 2,103 2,103
ALPHABET INC. CL C 60,750 60,750
AMAZON.COM INC. 76,788 76,788
AMAZON.COM INC. 15,357 15,357
APPLE INC. 10,518 10,518
ARISTA NETWORKS INC. 57,033 57,033
ASML HOLDING NY 2,080 2,080
AUTODESK INC. 3,547 3,547
BROADCOM INC. 75,812 75,812
BROADCOM INC. 11,592 11,592
CADENCE DESIGN SYSTEMS INC. 30,647 30,647
CHARLES RIVER LABORATORIES 923 923
CINTAS CORP. 1,462 1,462
COSTAR GROUP INC. 14,390 14,390
CROWDSTRIKE HLDGS INC 4,790 4,790
DOCUSIGN INC 1,349 1,349
DOXIMITY INC. 1,281 1,281
EATON CORP PLC 2,323 2,323
ELI LILLY & CO. 1,544 1,544
EQUINIX INC. 1,886 1,886
FREEPORT-MCMORAN INC. 1,599 1,599
GRAINGER WW INC. 3,162 3,162
HUBSPOT INC 2,787 2,787
INSULET CORP. 1,305 1,305
INTUIT INC. 2,514 2,514
INTUITIVE SURGICAL INC 2,610 2,610
INTUITIVE SURGICAL INC 36,537 36,537
ISHARES CORE S&P TOTAL ETF 13,505 13,505
JOHNSON CONTROLS INTL 2,052 2,052
JP MRGN US L/C CORE PLS 44,044 44,044
L3 HARRIS TECHNOLOGIES INC. 1,262 1,262
LIBERTY MEDIA CORP. CL C 834 834
META PLATFORMS INC 74,945 74,945
META PLATFORMS INC 9,368 9,368
MICROSOFT CORP. 8,852 8,852
MICROSOFT CORP. 41,729 41,729
MONSTER BEVERAGE CORP. 1,577 1,577
MOTOROLA SOLUTIONS INC 35,592 35,592
NETFLIX INC 6,239 6,239
NVIDIA CORP. 144,362 144,362
NVIDIA CORP. 15,175 15,175
O'REILLY AUTOMOTIVE INC. 32,017 32,017
ON HOLDING AG NAMEN 38,175 38,175
PALO ALTO NETWORKS 2,911 2,911
PALO ALTO NETWORKS 34,208 34,208
PAYPAL HOLDINGS INC. 2,987 2,987
PINTEREST INC. 1,508 1,508
QUANTA SVCS INC. 41,719 41,719
RTX CORP. 2,083 2,083
S&P GLOBAL INC. 2,490 2,490
SALESFORCE.COM 4,012 4,012
SERVICENOW INC. 55,126 55,126
SERVICENOW INC. 3,180 3,180
SHERWIN WILLIAMS CO. 1,700 1,700
SNOWFLAKE INC. 1,235 1,235
SPDR S&P DIVIDEND ETF 28,005 28,005
STARBUCKS CORP. 1,186 1,186
TARGET CORP. 1,757 1,757
TE CONNECTIVITY LTD. 3,431 3,431
TESLA INC. 3,231 3,231
THERMO FISHER SCIENTIFIC INC. 2,601 2,601
TJX COS. INC. 3,503 3,503
TKO GROUP HLDGS INC. 995 995
TRADE DESK INC. 22,801 22,801
UBER TECHNOLOGIES 1,930 1,930
UBER TECHNOLOGIES 34,322 34,322
UNION PACIFIC CORP. 1,824 1,824
UNITED HEALTHGROUP INC. 3,541 3,541
VANGUARD INDEX FDS S&P 500 ETF 73,817 73,817
VANGUARD MID-CAP ETF 42,789 42,789
VANGUARD RUSSELL 1000 VALUE 22,994 22,994
VERTEX PHARM INC. 5,235 5,235
VISA INC. 7,269 7,269
VISA INC. 48,038 48,038
WORKDAY INC. 1,548 1,548
ZOETIS INC. 22,321 22,321
ELI LILLY & CO. 40,916 40,916
MCKESSON CORP. 30,775 30,775
MONOLITHIC POWER SYSTEMS INC. 11,242 11,242
NETFLIX.COM INC. 48,131 48,131
REDDIT INC. 6,047 6,047
TRADEWEB MARKETS INC. 6,284 6,284
TRANE TECHNOLOGIES INC. 26,594 26,594
VERTIV HOLDINGS LLC 24,767 24,767
CAPITAL GRP GROWTH ETF 23,120 23,120
FIRST TRUST NASDAQ ETF 5,132 5,132
ALPHABET INC. CL A 2,272 2,272
BUILDERS FIRSTSOURCE INC. 1,144 1,144
CHIPOLTLE MEXICAN GRILL 1,387 1,387
ELF BEAUTY INC. 1,255 1,255
ICON PLC 630 630
IDEXX LABORATORIES INC. 1,240 1,240
MONGODB INC. 698 698
TAIWAN SEMICONDUCTORS MFG CO. 2,567 2,567
TRACTOR SUPPLY CO. 1,326 1,326

TY 2024 InvestmentsGovtObligationsSch
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
US Government Securities - End of Year Book Value:

4,083
US Government Securities - End of Year Fair Market Value:

4,083
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 LegalFeesSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL ADVICE 4,530 680   3,850


TY 2024 OtherExpensesSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NJ ANNUAL REPORT 30 0   30
BANK FEES 72 0   72


TY 2024 OtherIncreasesSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Description Amount
UNRECOGNIZED UNREALIZED GAIN (LOSS) ON INVESTMENTS 231,545


TY 2024 OtherProfessionalFeesSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVICE/MANAGEMENT 13,476 13,476   0


TY 2024 TaxesSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 6 6   0