2024-07-22T09:58:35-05:00 2023-12-31 221732349 WISS & COMPANY LLP 100 CAMPUS DRIVE FLORHAM PARK NJ 07932 990PF 2023-01-01 276374990 THE CANDACE AND RICHARD S WEEKS FAMILY FOUNDATION CAND 9732851657 132 LEES HILL ROAD BASKING RIDGE NJ 07920 ALEXANDRA WEEKS TRUSTEE 9732851657 2024-07-22 1 ALEXANDRA WEEKS XXX-XX-XXXX 0 MICHAEL LAMOTTA P00041212 9739949400 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 8456858 X 6967643 40951 40951 470455 4160186 2142680 109 0 7479158 2183631 0 0 0 0 0 0 433500 433500 433500 0 433500 7045658 2183631 30895 2916 2916 3481104 3481104 0 887356 887741 1354560 3442767 3471225 0 284580 286318 0 332390 327554 1385455 8431113 8456858 0 0 X 0 0 0 0 1385455 8431113 1385455 8431113 1385455 8431113 1385455 7045658 0 8431113 0 8431113 600 SHARES APPLE INC. CMN 2015-12-14 2023-12-07 116490 16490 100000 100000 70 SHARES APPLE INC. CMN 2016-04-22 2023-12-07 13591 1838 11753 11753 1,130 SHARES APPLE INC. CMN 2016-04-22 2023-12-08 219806 29665 190141 190141 200 SHARES APPLE INC. CMN 2016-07-12 2023-12-08 38904 4863 34041 34041 351 SHARES MICROSOFT CORPORATION CMN 2013-03-15 2023-12-07 130248 9839 120409 120409 649 SHARES MICROSOFT CORPORATION CMN 2013-03-15 2023-12-08 241536 18191 223345 223345 200 SHARES ASML HOLDING N.V. ADR CMN 2016-01-05 2023-12-08 139618 17294 122324 122324 200 SHARES ASML HOLDING N.V. ADR CMN 2016-01-07 2023-12-08 139618 16492 123126 123126 300 SHARES ASML HOLDING N.V. ADR CMN 2017-02-21 2023-12-08 209428 37581 171847 171847 6,695 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2017-03-13 2023-12-08 376528 255945 120583 120583 156 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2017-03-23 2023-12-08 8762 5956 2806 2806 154 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2017-06-22 2023-12-08 8637 5871 2766 2766 182 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2017-09-21 2023-12-08 10237 6959 3278 3278 164 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2017-12-20 2023-12-08 9229 6274 2955 2955 153 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2018-03-21 2023-12-08 8601 5847 2754 2754 161 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2018-06-21 2023-12-08 9074 6168 2906 2906 178 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2018-09-27 2023-12-08 10037 6823 3214 3214 183 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2018-12-21 2023-12-08 10313 7010 3303 3303 172 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2019-03-27 2023-12-08 9660 6567 3093 3093 160 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2019-06-26 2023-12-08 8989 6110 2879 2879 123 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2019-09-13 2023-12-08 6933 4713 2220 2220 127 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2019-12-23 2023-12-08 7122 4841 2281 2281 150 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2020-03-25 2023-12-08 8444 5740 2704 2704 134 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2020-06-24 2023-12-08 7548 5131 2417 2417 120.18 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2020-09-24 2023-12-08 6759 4594 2165 2165 99 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2020-12-23 2023-12-08 5571 3787 1784 1784 72 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2021-03-24 2023-12-08 4077 2771 1306 1306 72 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2021-06-23 2023-12-08 4072 2768 1304 1304 10,207 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2016-08-12 2023-12-27 595480 339170 256310 256310 255 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2016-12-07 2023-12-27 14877 8473 6404 6404 14,236 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2017-04-05 2023-12-27 830534 473049 357485 357485 9,725 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM 2018-05-11 2023-12-27 567372 323159 244213 244213 9 SHARES VANGUARD S&P. ETF 2023-12-08 2023-12-12 3831 3787 44 44 721 SHARES VANGUARD FTSE EMERGING MKTS. ETF 2023-12-08 2023-12-27 29335 28959 376 376 199 SHARES VANGUARD INDEX FUNDS VANGUAR SMALL CAP GROWTH. ETF 2023-12-08 2023-12-27 48788 44652 4136 4136 265 SHARES VANGUARD INDEX FUNDS VANGUAR SMALL CAP VALUE. ETF 2023-12-08 2023-12-27 48169 44941 3228 3228 3,417 SHARES VANGUARD TOTAL BOND MARKET. ETF 2023-12-08 2023-12-27 251968 245188 6780 6780 2142680 30352 0 30352 0 30352 769 0 10000 0 10769 X 10 19593 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 N/A THE FOUNDATION 9732851657 132 LEES HILL ROAD BASKING RIDGE NJ 07920 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CANDACE C WEEKS 132 LEES HILL ROAD BASKING RIDGE NJ 07920 TRUSTEE 1.00 0 0 0 ALEXANDRA E WEEKS 133 WEST 17TH STREET APT 5A NEW YORK NY 10011 TRUSTEE 1.00 0 0 0 KATHERINE W KONIALIAN 140 THOMPSON ST APT 3F NEW YORK NY 10012 TRUSTEE 1.00 0 0 0 RICHARD M WEEKS 132 LEES HILL ROAD BASKING RIDGE NJ 07920 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1845269 186908 0 2032177 0 0 2032177 30483 2001694 100085 100085 30352 30352 69733 0 69733 0 69733 433500 0 433500 69733 0 0 45568 136565 208183 156129 75508 621953 433500 0 0 0 69733 363767 0 0 985720 0 0 0 0 0 0 45568 940152 136565 208183 156129 75508 363767 CANDACE C WEEKS X AUTISM RESEARCH INSTITUTE 4182 ADAMS AVENUE SAN DIEGO CA 92116 NONE PC CONDUCTS RESEARCH AND DISSEMINATES THE RESULTS OF RESEARCH ON THE CAUSES OF AUTISM AND METHODS OF PREVENTING DIAGNOSING AND TREATING AUTISM. 10000 BOYS & GIRLS CLUB OF NEWARK NJ 500 BROAD STREET NEWARK NJ 07012 NONE PC PROVIDES OPPORTUNITIES FOR YOUTH THAT EMPOWERS THEM TO SUCCEED AND EXCEL AS CONTRIBUTING MEMBERS OF SOCIETY. 50000 BRADY UROLOGICAL CENTER 525 EAST 68TH STREET NEW YORK NY 10065 NONE PC RESEARCH IN THE FIELD OF UROLOGY AND TRAINING OF FUTURE UROLOGICAL SPECIALISTS. 55000 CENTRAL PARK CONSERVATORY 14 EAST 60TH STREET NEW YORK NY 10022 NONE PC TO RESTORE, MANAGE, AND ENHANCE CENTRAL PARK IN PARTNERSHIP WITH THE PUBLIC. 1000 CHURCHILL SCHOOL AND CENTER 301 EAST 29TH STREET NEW YORK NY 10016 NONE PC TO HELP CHILDREN WITH LANGUAGE BASED LEARNING DISABILITIES REALIZE THEIR FULL POTENTIAL BY BUILDING UPON THEIR STRENGTHS. 15000 DOCTORS WITHOUT BORDERS USA INC PO BOX 5023 HAGERSTOWN MD 21741 NONE PC PROVIDE MEDICAL HUMANITARIAN AID TO PEOPLE IMPACTED BY CONFLICT, NATURAL DISASTERS, EPIDEMICS AND MORE. 10000 GOLDMAN SACHS PHILANTHROPY FUND 100 COLISEUM DRIVE COHOES NY 12047 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 123000 HAWAII COMMUNITY FOUNDATION 827 FORT STREET MALL HONOLULU HI 96813 NONE PC MAUI STRONG FUND. 5000 HOMELESS SOLUTIONS 1 JEAN STREET MORRISTOWN NJ 07960 NONE PC SHELTER AND SUPPORTIVE HOUSING TO HOMELESS AND LOW INCOME PEOPLE. 25000 INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND STREET NEW YORK NY 10168 NONE PC SUPPORT THE MISSION OF THE IRC TO HELP PEOPLE WHOSE LIVES AND LIVELIHOODS ARE SHATTERED BY CONFLICT AND DISASTER TO SURVIVE, RECOVER AND GAIN CONTROL OF THEIR FUTURE. 25000 KEMMERER LIBRARY HARDING TOWNSHIP 19 BLUE MILL ROAD NEW VERNON NJ 07976 NONE PC COMMUNITY BASED ASSOCIATION LIBRARY. IT'S MISSION IS DEFINED AS THE DELIVERY OF RESOURCES, PROGRAMS, AND SERVICES TO SERVE AND ENRICH THE INTELLECTUAL, CULTURAL, AND EDUCATIONAL NEEDS OF HARDING TOWNSHIP'S INTERGENERATIONAL COMMUNITY. 500 NEW YORK PUBLIC LIBRARY 445 FIFTH AVENUE NEW YORK NY 10016 NONE PC SUPPORT ALLOWS THE LIBRARY TO MAINTAIN CORE AREAS OF SERVICE TO THE PUBLIC, FROM PROVIDING BOOKS AND OTHER MATERIALS IN NEIGHBORHOOD BRANCHES AND RESEARCH COLLECTIONS TO DEVELOPING IMPORTANT DIGITAL TECHNOLOGY. 2000 NEWARK PUBLIC LIBRARY 5 WASHINGTON STREET NEWARK NJ 07102 NONE PC TO NURTURE NEWARK'S YOUTH AND FAMILIES, CONTRIBUTE TO THE PERSONAL GROWTH AND WELL-BEING OF ALL NEWARKERS, STRENGTHEN DIGITAL LITERACY SKILLS FOR ALL, ENHANCE AND PROMOTE NEWARK PUBLIC LIBRARY'S DISTINCTIVE SPECIAL COLLECTIONS. 1000 NOURISH NJ 57 E PARK PLACE MORRISTOWN NJ 07960 NONE PC CREATES LASTING SOLUTIONS TO THE PROBLEMS OF HUNGER, HOMELESSNESS AND PROVERTY. 5000 PLANNED PARENTHOOD OF CENTRAL AND NORTHERN NJ 196 SPEEDWELL AVE MORRISTOWN NJ 07960 NONE PC QUALITY, AFFORDABLE AND ACCESSIBLE SEXUAL HEALTH CARE THROUGH REPRODUCTIVE HEALTH SERVICES AND EDUCATION. 55000 PS 340 PARENT TEACHER ASSOCIATION 590 SIXTH AVENUE NEW YORK NY 10011 NONE PC SUPPORT EDUCATION IN NEW YORK CITY. 15000 SCHOOL COMMUNITY COUNCIL PS3 490 HUDSON STREET 408 NEW YORK NY 10014 NONE PC RAISES FUNDS FOR A NEW YORK CITY PUBLIC SCHOOL IN ORDER TO PROVIDE SCHOOL SERVICES THAT HAVE BEEN CUT FROM THE DOE BUDGET. 15000 SEMPER FI & AMERICAS FUND 825 COLLEGE BLVD OCEANSIDE CA 92057 NONE PC TO COMMEMORATE MARINES SERVICE IN THE CORPS. 5000 UCLA FOUNDATION BOX 7145 14005 LIVE OAK AVENUE PASADENA CA 91109 NONE PC BROAD STEM CELL INNOVATION FUND. 10000 UCSB FOUNDATION US SANTA BARBARA SANTA BARBARA CA 93106 NONE PC ADVANCEMENT OF UC SANTA BARBARA BY PROVIDING CONSTITUENCIES WITH A BETTER UNDERSTANDING OF UCSB'S TEACHING, RESEARCH AND PUBLIC SERVICE MISSION AND ACCOMPLISHMENTS. 5000 WASHINGTON SQUARE PARK CONSERVANCY PO BOX 1624 COOPER STATION NEW YORK NY 10276 NONE PC WORKS WITH NYC PARKS AND NEIGHBORHOOD GROUPS TO ENSURE THAT WASHINGTON SQUARE PARK CONTINUES AS A DIVERSE AND HISTORICAL URBAN GREEN SPACE. 1000 433500 0 14 40951 18 470455 MISCELLANEOUS 14 109 0 511515 0 511515 0 0 0 0 0 0 0 0 0 0 X X 1 RICHARD S WEEKS 132 LEES HILL ROAD BASKING RIDGE NJ 07920 1967643 X 2 RICHARD S WEEKS 2009 FAMILY GRANTOR TRUS 501 CARR ROAD SUITE 100 WILMINGTON DE 19809 5000000 X 1 34,423.42 SHARES OF VVIAX (VANGUARD MUTUAL FUND) 1967643 2023-12-20 NEW JERSEY HAS NO REGISTRATION REQUIREMENT FOR AN ORGANIZATION WHICH DOES NOT EXCEED $10,000 IN GROSS PUBLIC CONTRIBUTIONS FOR THE CURRENT FISCAL YEAR. GS5038, HIGH YIELD FUND 284580 286318 GS2633, 101 SHARES SPX TECHNOLOGIES INC CMN (SPXC) 10340 10202 GS2633, 103 SHARES INGEVITY CORPORATION CMN (NGVT) 4890 4864 GS2633, 11 SHARES CABLE ONE INC. CMN (CABO) 6156 6122 GS2633, 112 SHARES VISTA OUTDOOR INC. CMN (VSTO) 3324 3312 GS2633, 119 SHARES FEDERAL SIGNAL CORPORATION CMN (FSS) 9233 9132 GS2633, 12 SHARES CHARLES RIV LABS INTL INC CMN (CRL) 2872 2837 GS2633, 131 SHARES CTS CORPORATION CMN (CTS) 5745 5730 GS2633, 14 SHARES LITTELFUSE, INC. CMN (LFUS) 3777 3746 GS2633, 14 SHARES PRIMERICA, INC. CMN (PRI) 2898 2881 GS2633, 14 SHARES SITEONE LANDSCAPE SUPPLY, INC. CMN (SITE) 2310 2275 GS2633, 141 SHARES PHREESIA INC CMN (PHR) 3280 3264 GS2633, 141 SHARES ZURN ELKAY WATER SOLUTIONS COR CMN (ZWS) 4185 4147 GS2633, 146 SHARES SI-BONE, INC. CMN (SIBN) 3107 3065 GS2633, 147 SHARES PACIFIC PREMIER BANCORP, INC CMN (PPBI) 4373 4279 GS2633, 149 SHARES TREEHOUSE FOODS, INC. CMN (THS) 6104 6176 GS2633, 155 SHARES FIRST WATCH RESTAURANT GROUP, CMN (FWRG) 3148 3116 GS2633, 16 SHARES KARUNA THERAPEUTICS, INC. CMN (KRTX) 5069 5064 GS2633, 16 SHARES VALMONT INDUSTRIES INC CMN (VMI) 3724 3736 GS2633, 17 SHARES ENTEGRIS, INC. CMN (ENTG) 2067 2037 GS2633, 170 SHARES AZEK COMPANY INC. (THE) CMN (AZEK) 6574 6503 GS2633, 170 SHARES ESSENTIAL PROPERTIES REALTY TRUST, INC. CMN (EPRT) 4388 4345 GS2633, 173 SHARES EQUITY COMMONWEALTH CMN (EQC) 3325 3322 GS2633, 201 SHARES THE BANCORP INC CMN (TBBK) 7944 7751 GS2633, 21 SHARES COMFORT SYSTEMS USA INC COMMON STOCK (FIX) 4333 4319 GS2633, 21 SHARES TOPBUILD CORP. CMN (BLD) 7927 7859 GS2633, 215 SHARES NCR ATLEOS CORP CMN (NATL) 5197 5222 GS2633, 24 SHARES KADANT INCORPORATED CMN (KAI) 6842 6727 GS2633, 241 SHARES ACCOLADE, INC. CMN (ACCD) 3085 2894 GS2633, 248 SHARES ALIGNMENT HEALTHCARE INC CMN (ALHC) 2122 2135 GS2633, 258 SHARES DIGITALBRIDGE GROUP, INC. CMN (DBRG) 4589 4525 GS2633, 269 SHARES LIFESTANCE HEALTH GROUP, INC. CMN (LFST) 2112 2106 GS2633, 280 SHARES NCR VOYIX CORP CMN (VYX) 4794 4735 GS2633, 29 SHARES WOODWARD INC CMN (WWD) 3944 3948 GS2633, 30 SHARES EASTGROUP PROPERTIES INC CMN (EGP) 5534 5506 GS2633, 30 SHARES NEUROCRINE BIOSCIENCES, INC. CMN (NBIX) 3986 3953 GS2633, 31 SHARES UMB FINANCIAL CORP CMN (UMBF) 2604 2590 GS2633, 31 SHARES WEX INC. CMN (WEX) 6121 6031 GS2633, 33 SHARES ASCENDIS PHARMA A/S SPONSORED ADR CMN (ASND) 4168 4156 GS2633, 34 SHARES ASSURANT, INC. CMN (AIZ) 5714 5729 GS2633, 35 SHARES NEXSTAR MEDIA GROUP INC CMN (NXST) 5580 5486 GS2633, 369 SHARES NEOGENOMICS, INC. CMN (NEO) 6190 5970 GS2633, 37 SHARES BLUEPRINT MEDICINES CORP CMN (BPMC) 3391 3413 GS2633, 37 SHARES ENVESTNET, INC. CMN (ENV) 1828 1832 GS2633, 390 SHARES MGIC INVESTMENT CORP COMMON STOCK (MTG) 7586 7523 GS2633, 400 SHARES AVIDXCHANGE HOLDINGS, INC. CMN (AVDX) 5004 4956 GS2633, 41 SHARES POWER INTEGRATIONS, INC. CMN (POWI) 3416 3367 GS2633, 416 SHARES EASTERN BANKSHARES INC CMN (EBC) 6036 5907 GS2633, 42 SHARES ENPRO INC CMN (NPO) 6623 6583 GS2633, 45 SHARES WYNDHAM HOTELS & RESORTS, INC. CMN (WH) 3626 3618 GS2633, 46 SHARES PROSPERITY BANCSHARES, INC. CMN (PB) 3142 3116 GS2633, 502 SHARES MUELLER WATER PRODUCTS, INC. CMN SERIES A (MWA) 7329 7229 GS2633, 56 SHARES WORKIVA INC. CMN (WK) 5798 5686 GS2633, 58 SHARES SPROUTS FMRS MKT INC CMN (SFM) 2782 2790 GS2633, 6 SHARES CHOICE HOTELS INTERNATIONAL, I CMN (CHH) 679 680 GS2633, 62 SHARES BLACKLINE, INC. CMN (BL) 4000 3871 GS2633, 65 SHARES DYNATRACE HOLDINGS LLC CMN (DT) 3602 3555 GS2633, 66 SHARES ONTO INNOVATION INC. CMN (ONTO) 10250 10091 GS2633, 7 SHARES JOHN BEAN TECHNOLOGIES CORPORA CMN (JBT) 698 696 GS2633, 704 SHARES INFINERA CORPORATION CMN (INFN) 3421 3344 GS2633, 74 SHARES INARI MEDICAL INC CMN (NARI) 4797 4804 GS2633, 78 SHARES HEALTHEQUITY, INC. CMN (HQY) 5199 5171 GS2633, 79 SHARES ENCOMPASS HEALTH CORPORATION CMN (EHC) 5302 5271 GS2633, 84 SHARES ORTHOPEDIATRICS CORP CMN (KIDS) 2830 2731 GS2633, 85 SHARES H.B. FULLER COMPANY CMN (FUL) 7009 6920 GS2633, 86 SHARES BRIGHT HORIZONS FAMILY SOL INC CMN (BFAM) 8221 8105 GS2633, 86 SHARES WSFS FINANCIAL CORP CMN (WSFS) 4022 3950 GS2633, 9 SHARES ASPEN TECHNOLOGY, INC. CMN (AZPN) 1986 1981 GS2633, 96 SHARES ASSURED GUARANTY LTD. CMN (AGO) 7190 7184 GS2633, SMALL CAP CORE 15791 15791 GS5038, GQG PARTNERS INTERNATIONAL OPPORTUNITIES FUND 238170 237211 GS5038, S&P 500 INDEX FUND (VANGUARD) 2140796 2164344 GS5038, VANGUARD FTSE DEVELOPED ALL CAP EX US INDEX FUND 728568 737708 887356 887741 0 0 GS5038, GS ABSOLUTE RETURN TRACKER FUND AT COST 94710 92663 GS5038, TACTICAL TILT OVERLAY FUND AT COST 237680 234891 MISCELLANEOUS 109 109 RICHARD S WEEKS 132 LEES HILL ROAD BASKING RIDGE NJ 07920 RICHARD S WEEKS 2009 FAMILY GRANTOR 501 CARR ROAD STE 100 WILMINGTON DE 19809