Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
MORRISTOWN
State or province
NJ
Country  
ZIP or foreign postal code
07960
A Employer identification number

22-6042915
B Telephone number (see instructions)

9739931743
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,707,976J 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 .................
3 Interest on savings and temporary cash investments 447 447  
4 Dividends and interest from securities... 7,267 7,267  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 162,663
b Gross sales price for all assets on line 6a 440,791
7 Capital gain net income (from Part IV, line 2)... 162,663
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........ 170,377 170,377  
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
3,742 560   3,182
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,040 8,830   2,210
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
8,902 8,905   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,010 10   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
32 0   32
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 45,726 18,305   25,424
25 Contributions, gifts, grants paid....... 210,000 210,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 255,726 18,305   235,424
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -85,349
b Net investment income (if negative, enter -0-) 152,072
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 79,066 148,840 148,840
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 4,083 Click to see attachment
List of Attached Documents:
// Content
4,291 		4,291
b Investments—corporate stock (attach schedule)....... 1,664,343 Click to see attachment
List of Attached Documents:
// Content
1,554,845 		1,554,845
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,747,492 1,707,976 1,707,976
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,747,492 1,707,976
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 1,747,492 1,707,976
30 Total liabilities and net assets/fund balances (see instructions). 1,747,492 1,707,976
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
1,747,492
2
Enter amount from Part I, line 27a .....................
2
-85,349
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
45,833
4
Add lines 1, 2, and 3 ..........................
4
1,707,976
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,707,976
Form 990-PF (2025)
Form 990-PF (2025)
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 AIRBNB INC. P 2024-06-06 2025-01-14
b AIRBNB INC. P 2021-05-18 2025-01-14
c AIRBNB INC. P 2021-07-30 2025-01-14
d AIRBNB INC. P 2023-08-09 2025-01-14
e COSTAR GROUP INC. P 2019-11-25 2025-01-14
COSTAR GROUP INC. P 2022-10-27 2025-01-14
COSTAR GROUP INC. P 2023-02-22 2025-01-14
NVIDIA CORP. P 2019-08-23 2025-01-14
ON HOLDING AG P 2023-05-26 2025-01-14
QUANTA SERVICES INC. P 2023-05-05 2025-01-16
QUANTA SERVICES INC. P 2023-05-25 2025-01-16
ELI LILLY & CO. P 2024-03-07 2025-02-04
ZOETIS INC. P 2024-08-16 2025-02-13
ZOETIS INC. P 2018-07-10 2025-02-04
ZOETIS INC. P 2018-07-10 2025-02-13
ZOETIS INC. P 2019-08-21 2025-02-13
ZOETIS INC. P 2022-03-22 2025-02-13
ZOETIS INC. P 2023-05-05 2025-02-13
ZOETIS INC. P 2023-08-09 2025-02-13
MONOLITHIC POWER SYSTEMS P 2024-08-27 2025-03-06
MONOLITHIC POWER SYSTEMS P 2024-09-19 2025-03-06
REDDIT INC. P 2024-12-16 2025-05-23
REDDIT INC. P 2025-01-14 2025-05-23
REDDIT INC. P 2025-02-13 2025-05-23
BOSTON SCIENTIFIC CORP. P 2025-02-04 2025-06-23
CYBER-ARK SOFTWARE LTD P 2025-01-14 2025-06-23
MCKESSON CORP. P 2025-07-25 2025-06-23
TRADEWEB MARKETS INC. P 2025-12-16 2025-06-23
ADOBE SYSTEMS INC. P 2020-04-23 2025-06-23
ADOBE SYSTEMS INC. P 2020-08-06 2025-06-23
ALPHABET INC. CL C P 2015-07-28 2025-06-23
AMAZON.COM INC. P 2016-07-15 2025-06-23
ARISTA NETWORKS INC. P 2022-03-23 2025-06-23
SERVICENOW INC. P 2018-10-12 2025-06-23
SERVICENOW INC. P 2019-05-24 2025-06-23
CADENCE DESIGN SYSTEMS INC. P 2020-11-04 2025-06-23
META PLATFORMS INC. P 2018-09-21 2025-06-23
META PLATFORMS INC. P 2019-08-21 2025-06-23
META PLATFORMS INC. P 2023-03-28 2025-06-23
INTUITIVE SURGICAL INC. P 2023-01-31 2025-06-23
INTUITIVE SURGICAL INC. P 2023-03-27 2025-06-23
ELI LILLY & CO. P 2024-03-14 2025-06-23
MICROSOFT CORP. P 2021-10-05 2025-06-23
MOTOROLA SOLUTIONS INC. P 2021-12-09 2025-06-23
NVIDIA CORP. P 2019-08-23 2025-06-23
NETFLIX.COM INC. P 2024-01-25 2025-06-23
O'REILLY AUTOMOTIVE INC. P 2022-02-07 2025-06-23
ON HOLDING AG P 2023-05-26 2025-06-23
ON HOLDING AG P 2023-06-14 2025-06-23
PALO ALTO NETWORKS P 2022-05-16 2025-06-23
BROADCOM INC. P 2022-05-27 2025-06-23
QUANTA SERVICES INC. P 2023-05-25 2025-06-23
QUANTA SERVICES INC. P 2023-06-14 2025-06-23
TRADE DESK INC. P 2022-10-03 2025-06-23
TRANE TECHNOLOGIES PLC P 2024-04-05 2025-06-23
UBER TECHNOLOGIES INC. P 2020-11-11 2025-06-23
VERTIV HOLDINGS LLC P 2024-04-18 2025-06-23
VERTIV HOLDINGS LLC P 2024-05-09 2025-06-23
VISA INC. P 2016-11-14 2025-06-23
ON HOLDING AG P 2023-06-14 2025-11-04
ON HOLDING AG P 2023-08-09 2025-11-04
ON HOLDING AG P 2023-08-15 2025-11-04
ON HOLDING AG P 2023-12-22 2025-11-04
JP MORGAN US LARGE CAP CORE P 2021-12-14 2025-06-24
JP MORGAN US LARGE CAP CORE P 2021-12-14 2025-06-24
JP MORGAN US LARGE CAP CORE P 2022-12-14 2025-06-24
JP MORGAN US LARGE CAP CORE P 2022-12-14 2025-07-14
SPDR S&P DIVIDEND ETF P 2013-04-17 2025-06-24
SPDR S&P DIVIDEND ETF P 2014-10-27 2025-06-24
VANGUARD INDEX FDS S&P 500 ETF P 2012-06-28 2025-06-24
VANGUARD INDEX FDS S&P 500 ETF P 2012-06-28 2025-08-11
VANGUARD MID CAP ETF P 2012-05-30 2025-06-24
FIDELITY FUNDS US TREASURY P   2025-10-13
NOVO NORDISK P 2025-04-11 2025-07-31
SYNOPSYS CORP. P 2025-04-11 2025-06-25
TAIWAN SEMICONDUCTOR P 2024-08-29 2025-05-30
UNION PACIFIC CORP. P 2024-11-05 2025-09-09
WORKDAY INC. P 2025-03-06 2025-08-14
ICON PLC P 2024-12-03 2025-04-08
ABBVIE INC. P   2025-01-14
ALPHABET INC. CL A P   2025-07-15
AMAZON.COM INC. P 2019-10-22 2025-06-25
AMAZON.COM INC. P 2021-02-12 2025-09-12
APPLE INC. P 2014-07-01 2025-06-25
APPLE INC. P 2019-09-16 2025-06-25
APPLE INC. P 2019-09-16 2025-10-14
AUTODESK INC. P 2013-10-24 2025-06-25
BROADCOM INC. P   2025-06-25
CHARLES RIVER LABORATORIES P   2025-01-16
CROWDSTRIKE HOLDINGS INC. P 2022-02-02 2025-04-25
CROWDSTRIKE HOLDINGS INC. P   2025-06-25
META PLATFORMS INC. P   2025-06-25
IDEXX LABORATORIES INC. P 2024-05-23 2025-06-25
INSULET CORP. P 2022-01-06 2025-06-25
INTUIT INC, P 2023-06-02 2025-06-25
INTUITIVE SURGICAL INC. P 2021-12-10 2025-06-25
L3HARRIS TECHNOLOGIES INC. P 2012-12-04 2025-07-14
ELI LILLY & CO. P 2023-03-13 2025-04-11
MICROSOFT CORP. P 2015-03-03 2025-04-07
MICROSOFT CORP. P 2015-03-03 2025-06-25
MICROSOFT CORP. P 2015-03-03 2025-12-29
MONGODB INC. P 2024-01-08 2025-04-25
MONSTER BEVERAGE CORP. P   2025-06-25
NETFLIX.COM INC. P   2025-06-25
NVIDIA CORP. P 2019-01-30 2025-04-07
NVIDIA CORP. P 2019-01-30 2025-06-25
NVIDIA CORP. P 2019-01-30 2025-07-14
NVIDIA CORP. P 2019-01-30 2025-12-29
PALO ALTO NETWORKS P 2017-04-07 2025-06-25
PAYPAL HOLDINGS INC. P   2025-06-25
PAYPAL HOLDINGS INC. P   2025-07-15
RTX CORP. P   2025-06-25
RTX CORP. P 2020-03-05 2025-07-14
S&P GLOBAL INC. P 2019-02-13 2025-06-25
SALESFORCE INC. P 2019-12-03 2025-06-25
SALESFORCE INC. P 2020-02-10 2025-06-25
SALESFORCE INC. P 2020-06-02 2025-08-12
SALESFORCE INC. P 2020-08-06 2028-08-12
SALESFORCE INC. P 2020-08-06 2025-08-18
SALESFORCE INC. P 2021-03-01 2025-08-19
SALESFORCE INC. P 2021-03-01 2025-08-26
SNOWFLAKE INC. P   2025-06-25
TJX COS. INC. P   2025-06-25
TKO GROUP HLDGS INC. P   2025-06-25
TARGET CORP. P   2025-04-15
TESLA INC. P 2022-12-28 2025-06-25
UBER TECHNOLOGIES INC. P 2020-01-10 2025-03-06
UBER TECHNOLOGIES INC. P 2020-01-10 2025-05-30
UBER TECHNOLOGIES INC. P 2020-01-10 2025-06-25
UNION PACIFIC CORP. P   2025-08-27
VERTEX PHARMACEUTICALS INC. P 2020-09-17 2025-03-18
UNITEDHEALTH GROUP INC. P 2013-10-21 2025-04-25
UNITEDHEALTH GROUP INC. P 2013-10-21 2025-08-18
UNITEDHEALTH GROUP INC. P 2013-10-21 2025-09-16
UNITEDHEALTH GROUP INC. P 2013-10-21 2025-09-30
VISA INC. P 2011-03-07 2025-06-25
WORKDAY INC. P   2025-08-13
ACCENTURE PLC P   2025-08-18
EATON CORP. PLC P   2025-06-25
JOHNSON CONTROLS INTL PLC P 2018-12-07 2025-06-25
ASML HOLDING NV P 2020-11-11 2025-06-25
TE CONNECTIVITY PLC P 2007-11-08 2025-06-25
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 5,378   6,407 -1,029
b 1,665   1,795 -130
c 8,067   9,368 -1,301
d 640   729 -89
e 3,877   3,432 445
5,815   7,030 -1,215
4,223   4,578 -355
1,257   42 1,215
2,696   1,397 1,299
2,285   1,199 1,086
3,591   1,934 1,657
7,980   7,705 275
5,096   6,001 -905
5,109   2,626 2,483
956   525 431
796   696 100
5,892   7,324 -1,432
3,504   4,198 -694
796   1,003 -207
7,165   11,446 -4,281
4,180   6,378 -2,198
3,609   6,712 -3,103
3,512   6,125 -2,613
2,634   5,676 -3,042
3,995   4,245 -250
3,399   3,153 246
6,465   5,397 1,068
3,146   3,093 53
1,816   1,744 72
1,816   2,286 -470
8,398   1,598 6,800
11,859   2,059 9,800
7,563   2,825 4,738
4,849   915 3,934
3,879   1,096 2,783
4,865   2,108 2,757
8,948   2,148 6,800
3,442   987 2,455
2,065   621 1,444
3,532   1,718 1,814
2,523   1,315 1,208
4,431   4,580 -149
7,617   4,642 2,975
5,125   3,326 1,799
24,669   719 23,950
11,103   4,999 6,104
2,384   1,158 1,226
353   196 157
4,902   2,993 1,909
6,175   2,485 3,690
13,157   3,100 10,057
5,759   2,812 2,947
2,160   1,150 1,010
2,140   2,004 136
4,916   3,653 1,263
7,614   4,368 3,246
4,613   3,638 975
109   101 8
8,422   1,978 6,444
1,791   1,574 217
5,267   5,510 -243
5,267   4,644 623
6,742   5,520 1,222
8,094   8,812 -718
968   1,054 -86
15,938   11,444 4,494
5,000   3,461 1,539
4,865   2,363 2,502
270   153 117
10,083   2,176 7,907
4,093   846 3,247
10,017   2,723 7,294
4,051   4,051 0
1,387   1,865 -478
476   417 59
580   513 67
433   466 -33
442   512 -70
440   639 -199
875   626 249
1,283   1,188 95
2,777   1,152 1,625
914   651 263
1,011   117 894
202   55 147
989   219 770
606   81 525
4,509   399 4,110
828   1,437 -609
419   177 242
1,489   562 927
3,561   1,253 2,308
530   519 11
611   522 89
759   429 330
523   344 179
262   58 204
1,452   651 801
1,070   130 940
1,971   173 1,798
1,459   130 1,329
516   1,127 -611
501   216 285
3,854   783 3,071
1,539   54 1,485
3,489   78 3,411
825   17 808
562   10 552
610   56 554
514   1,300 -786
294   590 -296
706   366 340
149   71 78
521   188 333
537   322 215
269   188 81
232   173 59
231   207 24
728   620 108
491   435 56
489   435 54
888   695 193
619   388 231
528   317 211
1,217   1,552 -335
651   224 427
76   34 42
586   241 345
458   172 286
1,330   1,332 -2
1,545   812 733
416   68 348
623   137 486
341   68 273
1,033   205 828
1,753   93 1,660
1,323   1,500 -177
1,990   2,339 -349
1,031   455 576
1,135   365 770
809   413 396
1,677   330 1,347
469     469
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       -1,029
b       -130
c       -1,301
d       -89
e       445
      -1,215
      -355
      1,215
      1,299
      1,086
      1,657
      275
      -905
      2,483
      431
      100
      -1,432
      -694
      -207
      -4,281
      -2,198
      -3,103
      -2,613
      -3,042
      -250
      246
      1,068
      53
      72
      -470
      6,800
      9,800
      4,738
      3,934
      2,783
      2,757
      6,800
      2,455
      1,444
      1,814
      1,208
      -149
      2,975
      1,799
      23,950
      6,104
      1,226
      157
      1,909
      3,690
      10,057
      2,947
      1,010
      136
      1,263
      3,246
      975
      8
      6,444
      217
      -243
      623
      1,222
      -718
      -86
      4,494
      1,539
      2,502
      117
      7,907
      3,247
      7,294
      0
      -478
      59
      67
      -33
      -70
      -199
      249
      95
      1,625
      263
      894
      147
      770
      525
      4,110
      -609
      242
      927
      2,308
      11
      89
      330
      179
      204
      801
      940
      1,798
      1,329
      -611
      285
      3,071
      1,485
      3,411
      808
      552
      554
      -786
      -296
      340
      78
      333
      215
      81
      59
      24
      108
      56
      54
      193
      231
      211
      -335
      427
      42
      345
      286
      -2
      733
      348
      486
      273
      828
      1,660
      -177
      -349
      576
      770
      396
      1,347
      469
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 2 162,663
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 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 2,114
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 2,114
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 2,114
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,702
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 2,702
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 588
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 588
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
NJ
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofMURPHY HOFFER PA Telephone no. (609) 452-9555

Located at15 ROSZEL ROAD SUITE 10PRINCETONNJ ZIP+408540
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
1,592,182
b
Average of monthly cash balances.......................
1b
135,416
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,727,598
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
1,727,598
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
25,914
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,701,684
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
85,084
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
85,084
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,114
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,114
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
82,970
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
82,970
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
82,970
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, line 26, column (d) ..........
1a
235,424
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
235,424
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 82,970
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 133,662
b From 2021...... 125,447
c From 2022...... 60,757
d From 2023...... 102,028
e From 2024...... 173,626
f Total of lines 3a through e ........ 595,520
4Qualifying distributions for 2025 from Part
XI, line 4: $ 235,424
a Applied to 2024, 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 2025 distributable amount..... 82,970
e Remaining amount distributed out of corpus 152,454
5 Excess distributions carryover applied to 2025. 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 5 747,974
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		133,662
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		614,312
10 Analysis of line 9:
a Excess from 2021 .... 125,447
b Excess from 2022 .... 60,757
c Excess from 2023 .... 102,028
d Excess from 2024 .... 173,626
e Excess from 2025 .... 152,454
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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 		    GENERAL 1,000

ALZHEIMER'S ASSOCIATION

225 NO MICHIGAN AVE
CHICAGO,IL60601 		    GENERAL 3,000

ANCHOR HOUSE FOUNDATION

ANCHOR HOUSE FOUNDATION
TRENTON,NJ08611 		    GENERAL 1,000

ASBURY PARK LITTLE LEAGUE INC

PO BOX 702
ASBURY PARK,NJ07712 		    GENERAL 2,000

AUTISM FAMILY SERVICES OF NJ

500 MILSTONE RD BLDG 300 STE 201
EAST WINDSOR,NJ08520 		    GENERAL 2,000

BOYS AND GIRLS CLUB OF MONMOUTH COUNTY

1201 MONROE AVENUE
ASBURY PARK,NJ07712 		    GENERAL 1,000

BRAIN & BEHAVIOR RESEARCH FOUNDATION

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

BUCKS COUNTY PLAYHOUSE

12 W MECHANIC ST STE 2A
NEW HOPE,PA18938 		    GENERAL 5,000

CARON FOUNDATION

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

CHILDREN'S HOSPITAL OF PHILADELPHIA

PO BOX 781352
PHILADELPHIA,PA191781352 		    GENERAL 4,000

CITY OF ASBURY PARK

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

COMMUNITY FOUNDATION OF GREENVILLE

630 E WASHINGTON ST STE A
GREENVILLE,SC29601 		    GENERAL 25,000

COMMUNITY KARMA

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

CONCUSSION LEGACY FOUNDATION

PO BOX 79
MIDDLETOWN,DE19709 		    GENERAL 2,000

DISABILITY RIGHTS NEW JERSEY

210 SOUTH BROAD ST 3
TRENTON,NJ08608 		    GENERAL 2,000

DOCTORS WITHOUT BORDERS

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

DREW O'DONOGHUE FUND INC

9 MILLSTONE LANE
WHITEHOUSE STATION,NJ088893260 		    GENERAL 5,000

DREW UNIVERSITY

36 MADISON AVE
MADISON,NJ07940 		    GENERAL 30,000

EASEL ANIMAL RESCUE LEAGUE INC

PO BOX 5093
LAWRENCEVILLE,NJ08638 		    GENERAL 1,000

EWING PBA 111

PO BOX 7306
TRENTON,NJ086280306 		    GENERAL 1,000

FLEMINGTON AREA FOOD PANTRY

PO BOX 783
FLEMINGTON,NJ08822 		    GENERAL 2,000

HOMEFRONT

1880 PRINCETON PIKE
LAWRENCEVILLE,NJ086484518 		    GENERAL 1,500

HUGS FOR BRADY FOUNDATION

4 QUENTIN ROAD
KENDALL PARK,NJ08824 		    GENERAL 500

INTERFAITH CAREGIVERS TRENTON

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

JACKSONVILLE ZOOLOGICAL SOCIETY

370 200 PARKWAY
JACKSONVILLE,FL32218 		    GENERAL 500

JANET ZILINSKI MEMORIAL FUND

PO BOX 150
MARTINSVILLE,NJ08836 		    GENERAL 1,000

LIVESTRONG

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

LORE SCHOOL PARENTS ASSOCIATION INC

13 WESTWOOD DRIVE
EWING,NJ08628 		    GENERAL 3,000

MARKET STREET MISSION INC

9 MARKET STREET
MORRISTOWN,NJ079605122 		    GENERAL 2,000

MEALS ON WHEELS MERCER COUNTY

320 HOLLOWBROOK DRIVE
EWING,NJ08638 		    GENERAL 1,000

MERCY CENTER CORPORATION

1106 MAIN STREET
ASBURY PARK,NJ07712 		    GENERAL 1,000

MLS MEMORIAL FUND

16 JOHNSTON DRIVE
FLEMINGTON,NJ08822 		    GENERAL 1,000

MONMOUTH COUNTY SPCA

260 WALL STREET
EATONTOWN,NJ07724 		    GENERAL 500

NASSAU COUNTY ANIMAL SERVICES

86078 LICENSE ROAD
FERNANDINA BEACH,FL32034 		    GENERAL 500

NCSO CHARITIES INC

77151 CITIZENS CIRCLE
YULEE,FL32097 		    GENERAL 500

OCEAN GROVE FIRE DEPARTMENT

50 OLIN STREET
OCEAN GROVE,NJ077561621 		    GENERAL 500

PLAY WITH JACK FOUNDATION

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

PRINCETON AREA COMMUNITY FOUNDATION

15 PRINCESS ROAD
LAWRENCEVILLE,NJ08648 		    GENERAL 500

PRINCETON JUNCTION VOLUNTEER FIRE CO

245 CLARKSVILLE ROAD
PRINCETON JUNCTION,NJ08550 		    GENERAL 500

ROUNDABOUT THEATRE COMPANY

231 W 39TH ST STE 1200
NEW YORK,NY10018 		    GENERAL 25,000

SAFE HARBOR

171 MAIN STREET
FLEMINGTON,NJ08822 		    GENERAL 5,000

STATE THEATER OF NEW JERSEY

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

TRENTON AREA SOUP KITCHEN

PO BOX 872
TRENTON,NJ08605 		    GENERAL 2,000

TRINITY EPISCOPAL LAST RESORT PANTRY

503 ASBURY AVENUE
ASBURY PARK,NJ07712 		    GENERAL 2,000

TUNNELS TO TOWER FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		    GENERAL 5,000

AMELIA COMMUNITY THEATRE ASSOC

207-209 CEDAR STREET
FERNANDINA BEACH,FL32034 		    GENERAL 500

YOUNITY

1530 BRUNSWICK AVENUE
LAWRENCEVILLE,NJ08648 		    GENERAL 1,000

CATTY SHACK RANCH WILDLIFE SANCUARY

1860 STARRATT ROAD
JACKSONVILLE,FL32226 		    GENERAL 500

ROWAN UNIVERSITY FOUNDATION

201 MULLICA HILL ROAD
GLASSBORO,NJ08028 		    SCHOLARSHIP FUND 50,000
Total ................................. 3a 210,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		    14 447  
4 Dividends and interest from securities ....     14 7,267  
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 ............ 		    18 162,663  
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) .. 0 170,377 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
170,377
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 11,040 8,830   2,210

TY 2025 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 2025 InvestmentsCorpStockSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Name of Stock End of Year Book Value End of Year Fair Market Value
ADOBE SYSTEMS INC. 17,150 17,150
AIRBNB INC 2,172 2,172
ALPHABET INC. CL A 2,504 2,504
ALPHABET INC. CL C 84,098 84,098
AMAZON.COM INC. 67,630 67,630
AMAZON.COM INC. 13,157 13,157
APPLE INC. 10,059 10,059
ARISTA NETWORKS INC. 56,736 56,736
ASML HOLDING NY 2,140 2,140
AUTODESK INC. 2,960 2,960
BROADCOM INC. 94,831 94,831
BROADCOM INC. 11,767 11,767
BUILDERS FIRSTSOURCE INC. 823 823
CADENCE DESIGN SYSTEMS INC. 26,569 26,569
CAPITAL GRP GROWTH ETF 27,660 27,660
CHIPOLTLE MEXICAN GRILL 1,036 1,036
CINTAS CORP. 1,505 1,505
CROWDSTRIKE HLDGS INC 4,688 4,688
DOCUSIGN INC 1,026 1,026
DOXIMITY INC. 1,063 1,063
EATON CORP PLC 2,230 2,230
ELF BEAUTY INC. 760 760
ELI LILLY & CO. 39,763 39,763
EQUINIX INC. 1,532 1,532
FIRST TRUST NASDAQ ETF 6,580 6,580
FREEPORT-MCMORAN INC. 2,133 2,133
GRAINGER WW INC. 3,027 3,027
HUBSPOT INC 1,605 1,605
IDEXX LABORATORIES INC. 1,353 1,353
INSULET CORP. 853 853
INTUIT INC. 1,987 1,987
INTUITIVE SURGICAL INC 2,265 2,265
INTUITIVE SURGICAL INC 32,849 32,849
ISHARES CORE S&P TOTAL ETF 15,612 15,612
JOHNSON CONTROLS INTL 1,796 1,796
JP MRGN US L/C CORE PLS 17,340 17,340
L3 HARRIS TECHNOLOGIES INC. 1,468 1,468
LIBERTY MEDIA CORP. CL C 1,281 1,281
MCKESSON CORP. 36,913 36,913
META PLATFORMS INC 70,630 70,630
META PLATFORMS INC 7,921 7,921
MICROSOFT CORP. 8,222 8,222
MICROSOFT CORP. 40,140 40,140
MONSTER BEVERAGE CORP. 1,687 1,687
MOTOROLA SOLUTIONS INC 24,532 24,532
NETFLIX INC 3,750 3,750
NETFLIX.COM INC. 42,192 42,192
NVIDIA CORP. 166,544 166,544
NVIDIA CORP. 16,598 16,598
O'REILLY AUTOMOTIVE INC. 34,477 34,477
PALO ALTO NETWORKS 3,131 3,131
PALO ALTO NETWORKS 28,919 28,919
PAYPAL HOLDINGS INC. 1,401 1,401
PINTEREST INC. 1,346 1,346
QUANTA SVCS INC. 47,693 47,693
RTX CORP. 2,201 2,201
S&P GLOBAL INC. 2,090 2,090
SERVICENOW INC. 32,936 32,936
SERVICENOW INC. 2,298 2,298
SHERWIN WILLIAMS CO. 1,620 1,620
SNOWFLAKE INC. 877 877
STATE STREET SPDR S&P DIV 24,214 24,214
STARBUCKS CORP. 1,095 1,095
TAIWAN SEMICONDUCTORS MFG CO. 3,039 3,039
TE CONNECTIVITY LTD. 3,185 3,185
TESLA INC. 2,698 2,698
THERMO FISHER SCIENTIFIC INC. 2,897 2,897
TJX COS. INC. 3,687 3,687
TKO GROUP HLDGS INC. 836 836
TRACTOR SUPPLY CO. 1,250 1,250
TRADE DESK INC. 6,150 6,150
TRADEWEB MARKETS INC. 12,475 12,475
TRANE TECHNOLOGIES INC. 23,352 23,352
UBER TECHNOLOGIES 1,552 1,552
UBER TECHNOLOGIES 38,976 38,976
VANGUARD INDEX FDS S&P 500 ETF 70,239 70,239
VANGUARD MID-CAP ETF 36,568 36,568
VANGUARD RUSSELL 1000 VALUE 26,121 26,121
VERTEX PHARM INC. 4,534 4,534
VERTIV HOLDINGS LLC 36,290 36,290
VISA INC. 6,313 6,313
VISA INC. 44,540 44,540
BOSTON SCIENTIFIC CORP. 20,405 20,405
CYBER-ARK SOFTWARE LTD 18,735 18,735
GLOBAL X FDS ETF 5,114 5,114
SELECT SECTOR SPDR ETF 5,097 5,097
AIRBUR SE ADR 869 869
ALNYLAM PHARMA INC. 795 795
APPLOVIN CORP. CL A 2,695 2,695
ARES MANAGEMENT CORP. CL A 970 970
HILTON WORLDWIDE HLDGS INC. 862 862
LINDE PLC 853 853
NATERA INC. 1,604 1,604
ORACLE CORP. 585 585
PALANTIR TECHNOLOGIES INC. 1,600 1,600
SYNOPSIS CORP. 1,879 1,879
VISTRA CORP. 645 645

TY 2025 InvestmentsGovtObligationsSch
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
US Government Securities - End of Year Book Value:

4,291
US Government Securities - End of Year Fair Market Value:

4,291
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 LegalFeesSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL ADVICE 3,742 560   3,182


TY 2025 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 2 0   2


TY 2025 OtherIncreasesSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Description Amount
UNRECOGNIZED UNREALIZED GAIN (LOSS) ON INVESTMENTS 45,833


TY 2025 OtherProfessionalFeesSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVICE/MANAGEMENT 8,902 8,905   0


TY 2025 TaxesSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 10 10   0
FEDERAL EXCISE TAX 2,000 0   0