2026-04-14T16:41:39-05:00 2025-12-31 221732349 WISS & COMPANY LLP 100 CAMPUS DRIVE FLORHAM PARK NJ 07932 990PF 2025-01-01 222707942 SAM HALPERN FAMILY FOUNDATION INC SAMH 9739949400 CO WISS 100 CAMPUS DRIVE 400 FLORHAM PARK NJ 07932 GLADYS HALPERN TRUSTEE 9739949400 2026-03-30 1 EITAN BALLOUL P01880253 9739949400 2025 2025-03-06 01:10:19Z X 9200364 X X 106831 106831 53255 51100 3078 1503078 3078 163164 161009 0 0 0 17070 8535 8535 83 83 0 2118 0 0 219061 0 61 238332 8618 8596 525160 525160 763492 8618 533756 -600328 152391 28287 124570 124570 3493 6882 6882 1136031 1136031 6602013 166535 166535 191978 12119110 2276728 2274921 13453456 3710746 9200364 0 0 X 0 0 0 0 13453456 3710746 13453456 3710746 13453456 3710746 13453456 -600328 0 12853128 9142382 3710746 PUBLICLY TRADED SECURITIES P 1500000 1500000 0 0 CAPITAL GAINS DIVIDENDS P 3078 3078 3078 3078 2118 0 2118 0 2118 9000 0 0 0 9000 X 0 6882 6882 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 0 1 N/A WISS & COMPANY LLP 9739949400 100 CAMPUS DRIVE SUITE 400 FLORHAM PARK NJ 07932 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GLADYS HALPERN 2 LAFEYETTE DR LIVINGSTON NJ 07039 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 8172045 198702 311393 8682140 0 0 8682140 130232 8551908 427595 427595 2118 2118 425477 0 425477 0 425477 533756 0 533756 425477 522529 0 0 533756 522529 0 0 11227 0 0 0 0 0 0 0 0 414250 0 0 0 GLADYS HALPERN X AMERICAN FRIENDS OF ISRAELI NAVY SEALS INC 138 WEST 133RD STREET NEW YORK NY 10030 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10000 AMERICAN FRIENDS OF OR NATIONAL MISSIONS 1 ROCKEFELLER PLAZA 2330 NEW YORK NY 10020 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 25000 BRIS AVROHOM 910 SALEM AVENUE HILLSIDE NJ 07205 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 360 CONGREGATION ETZ CHAIM 1 LAFAYETTE DRIVE LIVINGSTON NJ 07039 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 18000 FRIENDS OF THE ISRAEL DEFENSE FORCES 60 EAST 42ND STREET NEW YORK NY 10163 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 50000 FRIENDSHIP CIRCLE NEW JERSEY INC 10 MICROLAB ROAD LIVINGSTON NJ 07039 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 36000 GOLDA OCH ACADEMY 1418 PLEASANT VALLEY WAY WEST ORANGE NJ 07052 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 75000 HOLOCAUST MUSEUM & CENTER FOR TOLERANCE AND EDUCATION 145 COLLEGE ROAD SUFFERN NY 10901 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1800 HOLOCUAST RESOURCE FOUNDATION 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 25000 JEWISH EDUCATIONAL CENTER 330 ELMORA AVENUE ELIZABETH NJ 07208 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10000 JEWISH FAMILY SERVICE AGENCY OF CENTRAL NJ 655 WESTFIELD AVENUE ELIZABETH NJ 07208 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 20000 JEWISH FEDERATION OF GREATER METROWEST NJ 901 ROUTE 10 WHIPPANY NJ 07981 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 50000 JOSEPH KUSHNER HEBREW ACADEMY 100 S ORANGE AVENUE LIVINGSTON NJ 07039 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 168000 MIKVAH CHANA 62 N LIVINGSTON AVE LIVINGSTON NJ 07039 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1000 MUSEUM OF JEWISH HERITAGE 36 BATTERY PLACE NEW YORK NY 10280 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 25000 THE UNITED STATES HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10000 525160 0 14 106831 14 53255 18 3078 0 163164 0 163164 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 17070 8535 8535 PART III, LINE 5: CHANGE IN VALUATION METHOD - LIFE INSURANCE: DURING THE CURRENT YEAR, THE FOUNDATION ALIGNED ITS ACCOUNTING AND REPORTING FOR ITS LIFE INSURANCE POLICIES TO CARRY THE ASSETS AT CASH SURRENDER VALUE (CSV). THE POLICIES HAD PREVIOUSLY BEEN CARRIED AT CUMULATIVE PREMIUM COST. AS A RESULT, OTHER INVESTMENTS - LIFE INSURANCE DECREASED FROM $9,451,786 TO $310,456 AT YEAR END. THE END-OF-YEAR FAIR MARKET VALUE REPORTED IN PART II, COLUMN (C) EQUALS THE CSV, CONSISTENT WITH THE INSTRUCTIONS FOR FORM 990-PF FOR REPORTING LIFE INSURANCE POLICIES HELD AS INVESTMENTS IN PART II, COLUMN (C) (FAIR MARKET VALUE). FORD MOTOR COMPANY (F), 155000 SHARES 144124 164069 GOLDMAN SACHS GROUP INC. (GS), 25000 SHARES 22411 27909 APPLE INC. (AAPL), 15180 SHARES 391976 4126835 GE HEALTHCARE TECHNOLOGIES INC. (GEHC), 416 SHARES 59184 34120 GE VERNOVA INC. (GEV), 312 SHARES 40961 203914 GENERAL ELECTRIC COMPANY (GE), 1250 SHARES 156996 385038 GENERAL MOTORS COMPANY (GM), 848 SHARES 87078 68959 MICROSOFT CORPORATION (MSFT), 3000 SHARES 198374 1450860 MIDDLESEX WATER COMPANY (MSEX), 2650 SHARES 99476 133613 THE HOME DEPOT INC. (HD), 500 SHARES 39973 172050 VORNADO REALTY TRUST (VNO), 800 SHARES 62013 26624 FOREIGN GOVERNMENT OBLIGATIONS STATE OF ISRAEL (ISRAEL BONDS) AT COST 1900000 1900000 LIFE INSURANCE POLICY 7413715 - CASH SURRENDER VALUE FMV 119165 119165 LIFE INSURANCE POLICY 7416273 - CASH SURRENDER VALUE FMV 191291 191291 NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND (QQQX), 702 SHARES AT COST 8229 20021 VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND (NFJ), 2400 SHARES AT COST 42365 30936 VIRTUS GLOBAL MULTI-SECTOR INCOME FUND (VGI), 1723 SHARES AT COST 15678 13508 INVESTMENTS - COST BASIS ADJUSTMENT 1052 CHANGE IN VALUATION METHOD - LIFE INSURANCE POLICIES 9141330 STATE FILING FEES 61 0 61 LIFE INSURANCE PREMIUMS - FOUNDATION OWNED POLICIES 219000 0 0 BROKERAGE FEES 83 83 0 EXCISE TAX 2118 0 0