2024-11-15T16:59:16-06:00 2023-12-31 WithumSmithBrown PC ONE TOWER CENTER BLVD 14TH FL EAST BRUNSWICK NJ 08816 990PF 2023-01-01 222764210 ARIE AND EVA HALPERN FAMILY FOUNDATION C/O HENRY STEIN % THE FOUNDATION ARIE 7327501111 580 ASHWOOD ROAD SPRINGFIELD NJ 07081 Henry Stein Trustee 7327501111 2024-11-15 true true Brian T Lovett P00362435 7328281614 2023 2024-10-15 13:58:12Z X 17430926 X 0 X 21324 21324 333864 333864 86739 5130397 86739 441927 441927 0 4660 2330 0 2330 59554 59554 4257 4257 68471 66141 0 2330 824200 824200 892671 66141 0 826530 -450744 375786 262221 100775 100775 11713443 12637257 17330151 11975664 12738032 17430926 0 0 X 11975664 12738032 11975664 12738032 11975664 12738032 11975664 -450744 1213112 12738032 12738032 ACCT 061902 ST P 2023-01-01 2023-12-31 45846 40387 5459 5459 ACCT 061902 LT P 2022-01-01 2023-12-31 202415 184009 18406 18406 ACCT 046713 LT P 2022-01-01 2023-12-31 250000 250895 -754 -895 ACCT 061855 ST P 2023-01-01 2023-12-31 8714 7924 790 790 ACCT 061855LT P 2022-01-01 2023-12-31 141462 89537 51925 51925 ACCT 061896 ST P 2023-01-01 2023-12-31 2282873 2327385 -44114 -44512 ACCT 061896 LT P 2022-01-01 2023-12-31 704967 626620 78650 78347 ACCT 068199 ST P 2023-01-01 2023-12-31 236966 236751 215 215 ACCT 061899 LT P 2022-01-01 2023-12-31 398372 422372 -24000 -24000 ACCT 1668 ST 2023-01-01 2023-12-31 463902 467018 -3054 -3116 ACCT 1668 LT 2022-01-01 2023-12-31 370047 382095 -11605 -12048 ACCT 178130 LT 2022-01-01 2023-12-31 24831 25050 -219 -219 CAPITAL GAIN DIVIDENDS P 15040 CAPITAL GAIN DIVIDENDS P 15040 CAPITAL GAIN DIVIDENDS P 15040 CAPITAL GAIN DIVIDENDS P 15040 CAPITAL GAIN DIVIDENDS P 15040 CAPITAL GAIN DIVIDENDS P 15040 CAPITAL GAIN DIVIDENDS P 15040 CAPITAL GAIN DIVIDENDS P 15040 CAPITAL GAIN DIVIDENDS P 15040 CAPITAL GAIN DIVIDENDS P 15040 CAPITAL GAIN DIVIDENDS P 15040 CAPITAL GAIN DIVIDENDS P 15040 86739 5223 5223 5223 11081 0 11081 5858 5858 false false false false false false false true true true false false false false true N/A THE FOUNDATION 7327501111 580 ASHWOOD ROAD SPRINGFIELD NJ 07081 false false false false false false false false false false false false false false false false false false false false Henry Stein 580 ASHWOOD ROAD SPRINGFIELD NJ 07081 Trustee 1.0 0 0 0 Shelley Paradis 35 Mountain Ridge Drive Livingston NJ 07039 Trustee 1.0 0 0 0 Bella Savran 35 Mountain Ridge Drive livingston NJ 07039 Trustee 1.0 0 0 0 Nanette Brenner 32 Greenway South Albany NY 12208 trustee 1.0 0 0 0 Ben Stein 410 Oakwynne Drive Wynnewood PA 19096 trustee 1.0 0 0 0 16538224 367904 0 16906128 0 16906128 253592 16652536 832627 832627 5223 5223 827404 827404 827404 826530 0 0 0 0 826530 827404 0 2021 2020 2019 0 135128 134085 219465 14452 503130 826530 0 826530 0 874 874 502256 0 0 0 0 134254 368002 134085 219465 14452 NA X SEE ATTCHED SCHEDULE 580 Ashwood Road Springfield NJ 07081 NONE PC GENERAL SUPPORT 824200 824200 14 21324 14 333864 18 86739 441927 441927 false false false false false false false false false false WITHUMSMITH+BROWN 4660 2330 2330 FIRST REUPBLIC AT COST 0 0 RF COMMON STOCK AT COST 8615975 13195076 RF MUTUAL FUNDS AT COST 2420026 2519794 RF BONDS AT COST 1601256 1615281 Other income CHANGE IN VALUE 1213112 ADVISORY FEES 59554 59554 FOREIGN TAXES 4257 4257