2025-07-23T11:02:24-05:00 2025-04-30 221732349 WISS & COMPANY LLP 100 CAMPUS DRIVE FLORHAM PARK NJ 07932 990PF 2024-05-01 223514358 FRANK B R SAHM JR CHARITABLE FOUNDATION MARY M SAHM & LEO ZATTATSTS FRAN 9739949400 CO WISS 100 CAMPUS DRIVE 400 FLORHAM PARK NJ 07932 MARY M SAHM TRUSTEE 9739949400 2025-07-21 1 1 EITAN BALLOUL P01880253 9739949400 2024 2025-03-06 01:10:19Z X 633415 X X 13836 13836 9251 53642 9251 23087 23087 0 0 0 3550 1775 1775 8053 8053 0 771 111 0 12374 9939 1775 30000 30000 42374 9939 31775 -19287 13148 2386 4946 4946 323025 394439 625650 1605 2817 2819 327016 402202 633415 0 0 X 0 0 0 0 327016 402202 327016 402202 327016 402202 327016 -19287 94473 402202 0 402202 PUBLICLY TRADED SECURITIES P 53642 44391 9251 9251 9251 183 0 183 0 183 480 0 0 0 480 0 297 297 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 N/A WISS CO 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 MARY M SAHM C/O WISS CO 100 CAMPUS DRIVE FLORHAM PARK NJ 07932 TRUSTEE 2.00 0 0 0 LEO J ZATTA C/O WISS CO 100 CAMPUS DRIVE FLORHAM PARK NJ 07932 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 665409 10974 0 676383 0 0 676383 10146 666237 33312 33312 183 183 33129 0 33129 0 33129 31775 0 31775 33129 0 0 4984 5490 520 10994 31775 0 0 0 31775 0 1354 1354 9640 0 0 0 0 0 0 3630 6010 5490 520 X EASTERN MUSIC FESTIVAL INC PO BOX 22026 GREENSBORO NC 27420 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5000 MANITOGA 584 ROUTE 9D GARRISON NY 10524 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 20000 SETON HALL UNIVERSITY 400 SOUTH ORANGE AVENUE SOUTH ORANGE NJ 07079 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5000 30000 0 14 13836 18 9251 0 23087 0 23087 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3550 1775 1775 THE FOUNDATION IS NOT REQUIRED TO FURNISH A COPY OF FORM 990-PF TO THE ATTORNEY GENERAL OR DESIGNATED AGENCY OF ANY STATE, INCLUDING BUT NOT LIMITED TO THE STATE OF NEW JERSEY. UNDER THE NEW JERSEY CHARITABLE REGISTRATION AND INVESTIGATION ACT (N.J.S.A. 45:17A-18 ET SEQ.) AND ADMINISTRATIVE REGULATIONS (N.J.A.C.13:48-3.3), THE FOUNDATION QUALIFIES FOR EXEMPTION FROM CHARITABLE REGISTRATION AND REPORTING. SPECIFICALLY, THE FOUNDATION RECEIVES LESS THAN $10,000 IN ANNUAL CONTRIBUTIONS AND DOES NOT COMPENSATE ANY PARTY FOR FUNDRAISING ACTIVITIES, SATISFYING THE CONDITIONS FOR EXEMPTION FROM BOTH REGISTRATION AND REPORTING OBLIGATIONS, INCLUDING THE SUBMISSION OF IRS FORM 990-PF. GIVEN THAT THE FOUNDATION IS NOT SUBJECT TO REGISTRATION OR ANNUAL REPORTING REQUIREMENTS IN THIS JURISDICTION, THERE IS NO STATUTORY OBLIGATION TO FURNISH A COPY OF FORM 990-PF TO THE RESPECTIVE ATTORNEY GENERAL OR DESIGNATED AGENCY. ACCORDINGLY, THE FOUNDATION HAS MARKED "NO" IN RESPONSE TO LINE 8B, WHICH IS ACCURATE BASED ON THE LEGAL REQUIREMENTS CURRENTLY IN EFFECT. AIR PRODUCTS & CHEMICALS INC (APD), 42 SHARES 6298 11386 AMERICAN WATER WORKS COMPANY INC (AWK), 81 SHARES 8514 11908 AMPHENOL CORP CL A (APH), 210 SHARES 7310 16160 ANALOG DEVICES INC (ADI), 71 SHARES 5994 13839 BECTON DICKINSON & CO (BDX), 48 SHARES 7758 9940 BERKLEY W R CORP (WRB), 307 SHARES 12855 22009 BROWN & BROWN INC (BRO), 191 SHARES 4919 21125 BROWN-FORMAN CORP CL B (BF/B), 302 SHARES 13786 10522 CHEVRON CORP (CVX), 71 SHARES 7958 9660 CHUBB LTD (CB), 61 SHARES 7910 17451 CLOROX COMPANY (CLX), 54 SHARES 6645 7684 COLGATE-PALMOLIVE COMPANY (CL), 158 SHARES 10547 14566 DONALDSON CO INC (DCI), 217 SHARES 10253 14263 ECOLAB INC (ECL), 72 SHARES 12380 18103 EOG RESOURCES INC (EOG), 111 SHARES 12276 12247 EXPEDITORS INTL WASH INC (EXPD), 122 SHARES 8562 13409 GENERAL DYNAMICS CORP (GD), 48 SHARES 7437 13062 GRACO INC (GGG), 151 SHARES 6502 12323 HERSHEY COMPANY (HSY), 54 SHARES 10528 9028 HOME DEPOT INC (HD), 43 SHARES 6672 15501 ILLINOIS TOOL WORKS INC (ITW), 68 SHARES 7668 16314 LINDE PLC (LIN), 29 SHARES 5019 13144 LOCKHEED MARTIN CORP (LMT), 25 SHARES 6469 11944 MASCO CORP (MAS), 232 SHARES 11555 14062 MASTERCARD INC CL A (MA), 28 SHARES 5780 15346 MCDONALDS CORP (MCD), 48 SHARES 6863 15343 MEDTRONIC PLC (MDT), 106 SHARES 8649 8985 MICROSOFT CORP (MSFT), 32 SHARES 3942 12648 NEW JERSEY RESOURCES CORP (NJR), 229 SHARES 8049 11207 NORDSON CORP (NDSN), 63 SHARES 8558 11943 NORTHERN TRUST CORP (NTRS), 115 SHARES 8768 10808 ORACLE CORP (ORCL), 107 SHARES 5792 15057 PAYCHEX INC (PAYX), 97 SHARES 6200 14270 PEPSICO INC (PEP), 67 SHARES 6889 9084 POLARIS INC (PII), 113 SHARES 9678 3837 PRICE T ROWE GROUP INC (TROW), 86 SHARES 7828 7615 PROCTER & GAMBLE CO (PG), 87 SHARES 8179 14144 RESMED INC (RMD), 76 SHARES 13250 17981 S&P GLOBAL INC (SPGI), 27 SHARES 8865 13501 SHERWIN WILLIAMS CO (SHW), 38 SHARES 7848 13411 SNAP ON INC (SNA), 60 SHARES 10300 18829 SOUTHERN COMPANY (SO), 188 SHARES 9047 17275 STARBUCKS CORP (SBUX), 147 SHARES 9209 11767 STRYKER CORP (SYK), 38 SHARES 5660 14209 TJX COS INC (TJX), 114 SHARES 5782 14669 TORO CO (TTC), 136 SHARES 11263 9286 WEC ENERGY GROUP INC (WEC), 135 SHARES 12225 14785 ISHARES, 28 SHARES AT COST 2817 2819 COST BASIS ADJUSTMENT 94473 JANNEY - ADVISORY/ASSET FEE 3675 3675 0 WELLS FARGO - ADVISORY FEE 4378 4378 0 EXCISE TAX 660 0 0 FOREIGN TAXES PAID 111 111 0