2025-10-28T11:41:08-05:00 2025-07-31 221732349 WISS & COMPANY LLP 100 CAMPUS DRIVE FLORHAM PARK NJ 07932 990PF 2024-08-01 222770566 MARK & NINA FELDMAN FAMILY FOUNDATION INC MARK 9733799555 225 MILLBURN AVENUE 101 MILLBURN NJ 07041 JOSEPH FELDMAN TRUSTEE & TREASURER 9733799555 2025-10-25 1 1 EITAN BALLOUL P01880253 9739949400 2024 2025-03-06 01:10:19Z X 2942071 X X 70530 70530 205756 1417155 205756 27843 4732 304129 281018 0 0 0 8000 4000 4000 2461 0 0 529 498 31 10990 4498 4031 120040 120040 131030 4498 124071 173099 276520 57200 103691 103691 154035 99264 99264 53121 52501 52982 1547381 1771135 2177152 618102 575721 508982 2429839 2602312 2942071 0 19 0 19 X 2429839 2602293 2429839 2602293 2429839 2602312 2429839 173099 0 2602938 645 2602293 PUBLICLY TRADED SECURITIES P 1417155 1211399 205756 205756 205756 3844 0 3844 0 3844 2000 0 0 0 2000 X 0 1844 0 0 0 0 0 0 0 0 0 0 1 1 NJ 0 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 JOSEPH FELDMAN 225 MILLBURN AVENUE SUITE 101 MILLBURN NJ 07041 TRUSTEE & TREASURER 1.00 0 0 0 JACOB FELDMAN 225 MILLBURN AVENUE SUITE 101 MILLBURN NJ 07041 TRUSTEE 1.00 0 0 0 SAMUEL FELDMAN 225 MILLBURN AVENUE SUITE 101 MILLBURN NJ 07041 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 PROVIDING ASSISTANCE TO PUBLIC CHARITIES IN CARRYING OUT THEIR EXEMPT PURPOSES. 120040 0 2676391 202331 0 2878722 0 0 2878722 43181 2835541 141777 141777 3844 3844 137933 0 137933 0 137933 124071 0 124071 137933 113819 0 0 124071 113819 0 0 10252 0 0 0 0 0 0 0 0 127681 0 0 0 X AHARON SOFER MEMORIAL FUND 119 5TH STREET LAKEWOOD NJ 08701 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1000 AMERICAN FRIENDS OF GENESIS JERUSALEM INC 3 RICHLAND DRIVE SPRINGFIELD NJ 07081 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 20000 AMERICAN FRIENDS OF LEMAAN ACHAI 10 BRIARWOOD LN SUFFERN NY 10901 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2660 BIRTHRIGHT ISRAEL FOUNDATION 711 THIRD AVE 10TH FLOOR NEW YORK NY 10017 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1000 CHABAD AT COLUMBIA UNIVERSITY 625 W 113TH ST NEW YORK NY 10025 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1000 CHABAD AT SHORT HILLS 650 S ORANGE AVE SHORT HILLS NJ 07078 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1800 CHABAD LUBAVITCH OF BOULDER COUNTY 4900 SIOUX DRIVE BOULDER CO 80303 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1000 CHABAD OF THE CAYMAN ISLANDS 3515 GREEN ST HARRISBURG PA 17110 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1000 CHAI CENTER FOR LIVING JUDAISM INC 307 MILLBURN AVE MILLBURN NJ 07041 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5400 CHAI LIFELINE 151 WEST 30TH ST 7TH FLOOR NEW YORK NY 10001 NONE PC UNRESTRICTED GRANT TO SUPPORT THE 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UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1500 JEWISH FAMILY SERVICE AGENCY OF CENTRAL JERSEY 655 WESTFIELD AVE ELIZABETH NJ 07208 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 360 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 360 JEWISH RELIEF AGENCY 226 SUSSEX AVENUE MORRISTOWN NJ 07960 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1500 KAV L NOAR FOUNDATION 348 BROOK AVE PASSAIC NJ 07055 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1000 KEREN CHASDEI YISROEL 15 LEMBERG COURT 301-B MONROE NY 10950 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2000 MEIR PANIM LACHAYAL INSTITUTE 390 KINGSTON AVE BROOKLYN NY 11213 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 500 MILLBURN-SHORT HILLS VOLUNTEER FIRST AID SQUAD 188 GLEN AVE MILLBURN NJ 07041 NONE 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540 120040 0 14 70530 41 505 18 205756 IRS-INTEREST PAYMENT ON REFUND 14 4227 REFUND-IRS FORM 4720 01 23111 0 304129 0 304129 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8000 4000 4000 UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2). THE FOUNDATION ELECTED TO APPLY ALL OF THE REMAINING AMOUNT TO THE UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2021. THE FOUNDATION CONDUCTS ITS OPERATIONS WITHIN THE STATE OF NEW JERSEY; HOWEVER, IT DOES NOT ENGAGE IN THE SOLICITATION OF CHARITABLE CONTRIBUTIONS FROM THE GENERAL PUBLIC. PURSUANT TO THE NEW JERSEY CHARITABLE REGISTRATION AND INVESTIGATION ACT, N.J.S.A. 45:17A-18 ET SEQ., CHARITABLE ORGANIZATIONS THAT DO NOT SOLICIT OR RECEIVE CONTRIBUTIONS FROM THE PUBLIC ARE NOT REQUIRED TO REGISTER WITH, OR FURNISH COPIES OF THEIR ANNUAL RETURNS TO, THE NEW JERSEY DIVISION OF CONSUMER AFFAIRS. SPECIFICALLY, UNDER N.J.S.A. 45:17A-26, ORGANIZATIONS THAT DO NOT SOLICIT CONTRIBUTIONS WITHIN THE STATE ARE EXEMPT FROM THE REGISTRATION AND FILING REQUIREMENTS OF THE ACT. ACCORDINGLY, THE FOUNDATION IS NOT REQUIRED TO REGISTER WITH, OR FURNISH A COPY OF ITS FORM 990-PF TO, THE STATE OF NEW JERSEY UNDER APPLICABLE CHARITABLE REGISTRATION AND SOLICITATION LAWS. COPIES OF THE FOUNDATION'S ANNUAL FORM 990-PF ARE, HOWEVER, AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE FOUNDATION'S PRINCIPAL OFFICE, IN ACCORDANCE WITH THE PUBLIC DISCLOSURE REQUIREMENTS OF SECTION 6104 OF THE INTERNAL REVENUE CODE. AFFILIATED MANAGERS GROUP INC 4.75% JR SUB NOTES DUE 2060 (MGRB) 7500 5226 AGNC INVESTMENT CORP 6.125% SERIES F PREFERRED (AGNCP) 23852 25480 AMERICAN NATIONAL GROUP INC 6.625% FIXED RATE RESET (ANGPRB) 25000 25300 AMTRUST FINANCIAL SERVICES INC 7.75% DEP SHS SER E (AFSIM) 25000 15300 BANC AMER FDG CORP SERIES 2005-8 CLASS 1A1 (05946XX57) 486 410 BANK OF AMERICA CORPORATION PREFERRED Q (BACPRQ) 30000 21168 CALAMOS GLOBAL DYNAMIC INCOME FUND (CHW) 408 425 CAPITAL ONE FINANCIAL CORP 4.80% SERIES J PREFERRED (COFPRJ) 25000 18730 CHIMERA INVESTMENT CORP 8.00% SERIES B PREFERRED (CIMPRB) 27600 30000 CITIGROUP INC 10.05% CONTINGENT INCOME AUTOCALL LINKED TO SLB, HAL & BP 50000 25940 CITIGROUP INC PERPETUAL VAR 7.125% (172967PK1) 62662 61364 GENERAL MOTORS FINANCIAL CO VAR 5.700% (37045XDB9) 49756 48785 LUMEN TECHNOLOGIES INC 6.875% DUE 01/15/2028 (156686AM9) 25002 24671 PNC FINANCIAL SERVICES GROUP INC 6.000% NON-CUM PFD (693475BD6) 49131 50096 PNC FINANCIAL SERVICES GROUP INC VAR 5.000% (693475AQ8) 25443 24865 ROYAL BANK OF CANADA JR SUBORDINATED NOTE DUE 11/24/2084 (780082AT0) 73881 71462 TELEPHONE AND DATA SYSTEMS INC 6.625% SERIES UU PREFERRED (TDSPRU) 25000 21200 WELLS FARGO & COMPANY 4.75% CLASS A SERIES Z PREFERRED (WFCPRZ) 50000 38560 ABRDN TOTAL DYNAMIC DIVIDEND FUND (AOD), 19 SHS 323 170 ALCOA CORP (AA), 20 SHS 1962 599 APPLE INC (AAPL), 1400 SHS 27843 290598 CHEESECAKE FACTORY INC (CAKE), 175 SHS 4699 11184 CITIGROUP INC COMMON (C), 525 SHS 23443 49193 ENERGY TRANSFER LP (ET) COMMON UNITS, 960 SHS 21514 17318 HOWMET AEROSPACE INC (HWM), 60 SHS 4101 10786 KINDER MORGAN INC (KMI), 1206 SHS 44795 33840 UIT FT AI ROBOTICS & TECHNOLOGY OPPORTUNITY SEMI-ANNUAL REINVEST 92631 95864 UIT FT AMERN AGENDA PORTFOLIO SER 30 412461 427059 UIT FT CAPITAL STRENGTH PORTFOLIO SER 67 40984 58165 UIT FT CAPITAL STRENGTH PORTFOLIO SER 68 190936 225521 UIT FT CAPITAL STRENGTH PORTFOLIO SER 70 30226 33862 UIT FT CAPITAL STRENGTH PORTFOLIO SER 71 250885 268497 UIT FT CAPITAL STRENGTH PORTFOLIO SER 72 100394 99471 UIT FT DIVIDEND STRENGTH PORTFOLIO SER 62 51615 54799 UIT FT INNOVATIVE TECH PORTFOLIO SER 48 119063 117865 UIT FT S&P DIVIDEND ARISTOCRATS TARGET 25 3Q '24 TERM 10/09/2025 (30336F157) 25496 25051 UIT GUGGENHEIM BLUE CHIP GROWTH PORTFOLIO 041 86591 95250 UIT GUGGENHEIM BLUE CHIP GROWTH PORTFOLIO 044 76128 81837 UIT GUGGENHEIM BLUE CHIP GROWTH PORTFOLIO 045 49565 49820 UIT GUGGENHEIM BLUE CHIP VALUE PORTFOLIO 007 39973 46518 UIT GUGGENHEIM DEFINED SERIES 40 BLUE CHIP GROWTH PORTFOLIO 25206 28393 UIT GUGGENHEIM DEFINED SERIES 42 BLUE CHIP GROWTH PORTFOLIO 25167 27725 UIT GUGGENHEIM DEFINED SERIES 43 BLUE CHIP GROWTH PORTFOLIO 25134 27767 52501 52982 0 0 COST BASIS ADJUSTMENT - INVESTMENTS 645 BANK CHARGES & ADMIN FEES 315 315 0 INVESTMENT EXPENSE 183 183 0 NJ ANNUAL REPORT 31 0 31 ENERGY TRANSFER LP 505 505 505 IRS-INTEREST PAYMENT ON REFUND 4227 4227 4227 REFUND-IRS FORM 4720 23111 23111 DEFERRED PARTNERSHIP DISTRIBUTION 0 19 EXCISE TAX 2461 0 0