2025-05-12T15:04:58-05:00 2024-12-31 221732349 WISS & COMPANY LLP 100 CAMPUS DRIVE FLORHAM PARK NJ 07932 990PF 2024-01-01 454089937 THE CRUZ FAMILY FOUNDATION INC CRUZ 9172927145 2 CLUB WAY RUMSON NJ 07760 SUSAN CRUZ BARKEY VICE PRESIDENT 9172927145 2025-05-08 1 1 BRIAN REINGOLD P00633802 9739949400 2024 2025-03-06 01:10:19Z X 3934045 X X 113153 112394 247533 2064939 250526 360686 362920 0 0 0 3000 1500 1500 26929 26929 0 5579 379 0 61 0 61 35569 28808 1561 192500 192500 228069 28808 194061 132617 334112 93721 2697 2697 191739 191739 8853 0 0 1943345 1302592 1681675 647300 678370 684110 686242 1333524 1373824 3379461 3508922 3934045 0 0 X 0 0 0 0 3379461 3508922 3379461 3508922 3379461 3508922 3379461 132617 0 3512078 3156 3508922 PUBLICLY TRADED SECURITIES P 2064939 1814413 250526 250526 250526 4644 0 4644 0 4644 2453 0 0 0 2453 X 0 2191 0 0 0 0 0 0 0 0 0 0 1 1 FL 0 0 0 0 0 1 N/A SUSAN CRUZ BARKEY 9172927145 2 CLUB WAY RUMSON NJ 07760 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHARON CRUZ 2 CLUB WAY RUMSON NJ 07760 PRESIDENT 0.50 0 0 0 SUSAN CRUZ BARKEY 2 CLUB WAY RUMSON NJ 07760 VICE PRESIDENT 0.50 0 0 0 ROBIN CRUZ MCCLEARN 2 CLUB WAY RUMSON NJ 07760 SECRETARY/TREASURER 0.50 0 0 0 KELLY CRUZ MCCULLERS 2 CLUB WAY RUMSON NJ 07760 FOUNDATION MANAGER 0.50 0 0 0 JEFFREY CRUZ 2 CLUB WAY RUMSON NJ 07760 FOUNDATION MANAGER 0.50 0 0 0 NONE 0 NONE 0 0 3786455 97399 0 3883854 0 0 3883854 58258 3825596 191280 191280 4644 4644 186636 0 186636 0 186636 194061 0 194061 186636 17215 0 0 194061 17215 0 0 176846 0 0 0 0 0 0 0 0 9790 0 0 0 SHARON CRUZ SUSAN CRUZ BARKEY ROBIN CRUZ MCCLEARN KELLY CRUZ MCCULLERS JEFFREY CRUZ X BOYS & GIRLS CLUB OF MONMOUTH COUNTY 1201 MONROE AVE ASBURY PARK NJ 07712 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5000 CAMP FATIMA OF NEW JERSEY INC PO BOX 654 HARRISON NJ 07029 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5000 EVANS SCHOLARS FOUNDATION 2501 PATRIOT BLVD GLENVIEW IL 60026 NONE PC EDUCATION: COLLEGE SCHOLARSHIP. 125000 MATRICULATE INC 25 BROADWAY 12TH FLOOR NEW YORK NY 10005 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5000 RESTORING VISION 2443 FILLMORE ST 380-4700 SAN FRANCISCO CA 94115 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 7500 RUMSON COUNTRY DAY SCHOOL 35 BELLEVUE AVE RUMSON NJ 07760 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 45000 192500 0 14 113153 18 247533 0 360686 0 360686 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3000 1500 1500 THE ORGANIZATION IS AUTHORIZED TO DO BUSINESS IN THE STATE OF FLORIDA. THE STATE OF FLORIDA HAS NO REGISTRATION REQUIREMENT WITH THE OFFICE OF THE ATTORNEY GENERAL FOR AN ORGANIZATION THAT DID NOT ENGAGE IN SOLICITATION OF CONTRIBUTIONS. ALLEGION PLC B/E 15288 15092 ALTRIA GROUP INC B/E 13649 14093 AMERICAN TOWER CORP B/E 2771 2885 AMERICAN TOWER CORP B/E 0BP 7154 7210 AT&T INC B/E 2887 2980 AT&T INC NTS B/E 14703 13937 B A T CAPITAL CORP 2832 3001 B A T CPTL CORP NTS B/E 14585 15170 BERRY GLOB INC 16510 17931 BLOCK FINANCIAL LLC 2636 2811 BLOCK FINANCIAL NTS B/E 14944 14736 BOYD GAMING CORP NTS B/E 14529 14561 CA INC NTS B/E 13161 13916 CARLISLE COS INC B/E 2551 2471 CARLISLE COS INC NTS CALL 8533 8788 CDW LLC/ CDW FIN CORP 15328 14695 CONAGRA BRANDS INC NTS CALL 13370 13094 CONAGRA FOODS INC 2959 3006 CROWN CASTLE INC B/E 1986 1990 CROWN CASTLE INC NTS B/E 4041 4095 DICK'S SPORTING GOODS 15725 17823 DISCOVERY COMM INC NTS 17183 16285 DOLLAR TREE INC B/E CALL 14569 13689 EAGLE MATERIALS INC B/E 14475 14675 ENCOMPASS HEALTH CORP 12555 12581 ENCOMPASS HEALTH CORP NTS CALL 6812 6886 EXPEDIA INC B/E 15906 16667 FISERV I INC NTS B/E 13404 13497 FLEX LTD NTS B/E 15223 15716 GENUINE PARTS CO B/E 3263 3323 GLOBAL PAYMENTS INC 16229 16987 HCA INC 8826 9203 HCA INC NTS B/E CALL 5451 5160 HP INC B/E 12575 13239 IQVIA INC NTS B/E 14823 14840 L BRANDS INC 15058 15507 LKQ CORP NTS B/E 13325 13448 MICROCHIP TECHNOLOGY INC 14129 14140 MOLSON COORS BREWING CO CALL 17293 16794 MOTOROLA SOLUTIONS INC, 620076BL2 3248 3021 MOTOROLA SOLUTIONS INC, 620076BW8 11203 11279 OLIN CORP 15427 15931 ORACLE 15127 16042 PHILIP MORRIS INTL INC 9996 10229 QORVO INC NTS B/E 17457 16100 QUANTA SERVICES INC NTS 14237 13980 SBA COMMUNICATIONS CORP 11804 11903 SERVICE CORP INTL B/E CALL 11341 10725 STEEL DYNAMICS INC NTS 15054 14839 SVC CORP INTL NTS B/E, 817565CE2 5251 4859 SVC CORP INTL NTS B/E, 817565CH5 2972 2960 TENET HEALTHCARE CORP 17460 18243 TRANSDIGM INC NTS B/E CALL 15628 16824 TRIMBLE NAV LTD B/E, 896239AC4 3267 3004 TRIMBLE NAV LTD B/E, 896239AE0 10524 10566 UNITED RENTALS NORTH AM 3825 3983 VERIZON COMM INC NTS B/E 2896 2980 VERIZON COMM INC NTS B/E RATE 02.550% 12827 13032 WABTEC B/E 13676 13054 WILLIS GROUP N AMER B/E 2859 2985 WILLIS NORTH AMER INC, 970648AJ0 2599 2754 WILLIS NORTH AMER INC, 970648AM3 9248 9006 YUMI BRANDS INC B/E 4931 4910 ZIMMER BIOMET HOLDINGS 14272 13979 AIR PROD & CHEMICAL INC, 96 SHARES 23186 27844 ALIBABA GROUP HLDG LTD, 51 SHARES 10865 4324 ALLEGION US HLDG CO INC, 91 SHARES 11523 11892 ALPHABET INC CL A, 114 SHARES 10784 21580 ALPHABET INC CL C, 329 SHARES 35204 62655 ALTRIA GROUP INC, 296 SHARES 15590 15478 AMAZON.COM INC, 192 SHARES 22822 42123 APPLE INC, 167 SHARES 28176 41820 ASPEN TECHNOLOGY INC, 60 SHARES 12063 14978 AUTODESK INC, 62 SHARES 15972 18325 BENTLEY SYSTEMS INC CL B, 396 SHARES 20651 18493 BERKLEY W R CORP, 291 SHARES 15865 17029 BERKSHIRE HATHAWAY INC NEW, 89 SHARES 31716 40342 BJS WHSL CLUB HLDGS INC, 123 SHARES 9422 10990 BLACK ROCK INC, 31 SHARES 21212 31778 BLOCK INC CL A, 77 SHARES 7189 6544 BOEING COMPANY, 160 SHARES 30097 28320 BRIGHT HORIZONS FAMILY SOLUTIONS INC, 99 SHARES 9846 10974 BRUKER CORP, 286 SHARES 16715 16765 CHARLES RIVER LABORATORIES, 64 SHARES 14373 11814 CHEMED CORP NEW, 18 SHARES 10844 9536 CHEVRON CORP, 98 SHARES 16585 14194 CHOICE HOTELS INTL INC NEW, 98 SHARES 11908 13914 CHUBB LTD CHF, 67 SHARES 18133 18512 CHURCH & DWIGHT CO INC, 157 SHARES 16273 16440 DEERE AND CO., 8 SHARES 2270 3390 EQUIFAX INC., 59 SHARES 14691 15036 EXPEDITORS INTL WASH INC., 61 SHARES 6208 6757 EXPONENT INC., 104 SHARES 9477 9267 FACTSET RESH SYSTEMS INC., 16 SHARES 6064 7684 FAIR ISAAC CORP, 4 SHARES 4810 7964 FEDEX CORP, 67 SHARES 14046 18849 FISERV INC., 137 SHARES 15665 28143 HENRY JACK & ASSOC INC., 78 SHARES 13267 13673 HOME DEPOT INC., 56 SHARES 17351 21783 ILLUMINA INC., 45 SHARES 10331 6013 INTERACTIVE BROKERS GROUP INC., 121 SHARES 10861 21377 INTUITUVE SURGICAL INC., 19 SHARES 5408 9917 JOHNSON & JOHNSON COM, 78 SHARES 14041 11280 LENNOX INTL INC., 40 SHARES 17852 24372 LOWES COMPANIES INC., 48 SHARES 5240 11846 LPL FINL HLDGS INC COM, 63 SHARES 15423 20570 MARTIN MARIETTA MATERIALS INC., 35 SHARES 13681 18078 META PLATFORMS INC CL A, 82 SHARES 22524 48012 MICROSOFT CORP, 66 SHARES 16860 27819 MONSTER BEVERAGE CORP NEW COM, 277 SHARES 12342 14559 NESTLE S A SPONSORED ADR, 152 SHARES 19297 12418 NETFLIX INC., 44 SHARES 15593 39218 NEWMARKET CORP, 34 SHARES 12117 17964 NIKE INC CL B, 74 SHARES 5595 5600 NORDSON CORP, 63 SHARES 16200 13182 NORFOLK STHN CORP, 102 SHARES 25411 23939 NOVARTIS AG SPON ADR, 61 SHARES 5489 5936 NOVO NORDISK A/S SPON ADR, 124 SHARES 7909 10666 NVIDIA CORP, 455 SHARES 14788 61102 O REILLY AUTOMOTIVE INC., 11 SHARES 8588 13044 OLD DOMINION FREIGHT LINES INC., 66 SHARES 9184 11642 OLLIE'S BARGAIN OUTLET HOLDING, 101 SHARES 9180 11083 ORACLE CORP, 186 SHARES 16132 30995 PAYPAL HOLDINGS INC., 70 SHARES 6641 5975 POOL CORP, 49 SHARES 18683 16706 PROGRESSIVE CORP OHIO, 128 SHARES 12560 30670 QUALCOMM INC., 59 SHARES 7090 9064 REGENERON PHARMACEUTICLS INC., 16 SHARES 11440 11398 REPUBLIC SERVICES INC., 100 SHARES 14767 20118 ROCHE HLDG LTD SPONS ADR SWITZ, 139 SHARES 5784 4848 ROLLINS INC., 297 SHARES 12957 13766 SAIA INC., 27 SHARES 12334 12305 SALESFORCE.COM INC., 62 SHARES 15325 20729 SCHWAB CHARLES CORP NEW, 277 SHARES 22098 20501 SCOTTS MIRACLE-GRO CO CL A, 121 SHARES 8821 8027 SEI INVESTMENTS CO., 91 SHARES 5277 7506 SHOPIFY INC CL A, 150 SHARES 9256 15950 SITEONE LANDSCAPE SUPPLY INC., 69 SHARES 10934 9092 STARBUCKS CORP, 277 SHARES 25783 25276 TE CONNECTIVITY PLC, 115 SHARES 17190 16442 TELEDYNE TECHNOLOGIES INC., 26 SHARES 11101 12068 TERADYNE INC., 91 SHARES 9530 11459 TESLA INC., 145 SHARES 24316 58557 TEXAS INSTRUMENTS, 101 SHARES 17279 18939 THE COOPER COMPANIES INC., 186 SHARES 17497 17099 THERMO FISHER SCIENTIFIC INC., 14 SHARES 7487 7283 THOR INDUSTRIES INC., 135 SHARES 15419 12921 UNIVERSAL DISPLAY CORP, 67 SHARES 14881 9795 VERTEX PHARMACEUTICAL INC., 41 SHARES 11738 16511 VISA INC CL A, 187 SHARES 38224 59099 WALT DISNEY CO (HOLDING CO), 155 SHARES 17636 17259 WATSCO, 35 SHARES 13839 16586 WORKDAY INC CL A, 22 SHARES 5331 5677 YUM CHINA HLDGS INC., 49 SHARES 2400 2360 YUMI BRANDS INC., 42 SHARES 4547 5635 ZEBRA TECHNOLOGIES CORP CL A, 44 SHARES 11104 16994 ZURN ELKAY WATER SOLUTION CORP, 408 SHARES 12414 15218 GUGGENHEIM MACRO OPPORTUNITIES FUND CLASS AT COST 260858 264578 PRINCIPAL SPECTRUM AT COST 221075 227448 VANGUARD FTSE EMERGING MARKETS, 4048 SHARES AT COST 157568 178274 VANGUARD TOTAL INTL STOCK, 7486 SHARES AT COST 428603 441150 XTRACKERS USD HIGH YIELD AT COST 265420 262374 COST BASIS ADJUSTMENT 3156 STATE FILING FEES 61 0 61 UBS FEES 26929 26929 0 EXCISE TAX 5200 0 0 FOREIGN TAX WITHHELD 379 379 0