2026-08-19T11:41:59-05:00 2026-04-30 334358135 SAX ADVISORS LLC 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990PF 2025-05-01 223515621 THE WESTERHOFF FAMILY FOUNDATION INC WEST 9734726250 SAX ADVISORS389 INTERPACE PKWYFL PARSIPPANY NJ 07054 GARRET P WESTERHOFF TRUSTEE 9734726250 2026-08-19 1 HELENA LYNCH P00611142 9734726250 2026-08-18 2025 2025-03-06 01:10:19Z X 148240 X X 6188 6188 20790 20790 20790 102 102 0 27080 27080 0 0 0 0 0 4100 2050 0 2050 2500 0 0 2500 305 2 0 0 6725 0 356 17426 902 0 22924 31056 2954 356 27474 42000 42000 73056 2954 356 69474 -45976 24126 0 13342 17673 17673 180937 130569 130567 1293968 6867 1287426 1287101 0 1481705 1435343 148240 0 0 X 0 0 0 0 1481705 1435343 1481705 1435343 1481705 1435343 1481705 -45976 0 1435729 386 1435343 MERRILL LYNCH - DETAILS AVAILABLE UPON REQUEST P 2024-04-05 2026-04-30 20182 20182 20182 MERRILL LYNCH - DETAILS AVAILABLE UPON REQUEST P 2025-04-23 2026-04-30 608 608 608 20790 335 0 335 0 335 0 0 0 0 0 0 335 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 N/A SAX ADVISORS LLC 9734726250 389 INTERPACE PARKWAY FLOOR 3 PARSIPPANY NJ 07054 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GARRET P WESTERHOFF 4116 FELLOWSHIP ROAD BASKING RIDGE NJ 07921 TRUSTEE 0.00 0 0 0 HELGA K WESTERHOFF 4116 FELLOWSHIP ROAD BASKING RIDGE NJ 07921 TRUSTEE 0.00 0 0 0 DAVID ISKOWITZ 323 GILL LANE 12D ISELIN NJ 08830 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 162319 11743 0 174062 0 0 174062 2611 171451 8573 8573 335 335 8238 0 8238 0 8238 69474 0 69474 8238 0 0 51818 6988 32179 32620 40165 163770 69474 0 0 0 8238 61236 0 0 225006 0 0 0 0 0 0 51818 173188 6988 32179 32620 40165 61236 GARRET P WESTERHOFF HELGA K WESTERHOFF X FELLOWSHIPLIFE FOUNDATION 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 NONE PC CHARITABLE 30000 FRIENDS OF METUCHEN ARTS 500 MAIN STREET METUCHEN NJ 08840 NONE PC CHARITABLE 2000 NJ FESTIVAL ORCHESTRA 224 E BROAD ST WESTFIELD NJ 07090 NONE PC CHARITABLE 5000 SIEMINSKI THEATER CAC 8000 FELLOWSHIP ROAD BASKING RIDGE NJ 07920 NONE PC CHARITABLE 5000 42000 0 14 6188 18 20790 CASH IN LIEU 01 102 0 27080 0 27080 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4100 2050 0 2050 HANDICAP RAMP 2024-11-27 9700 114 SL 39.000000000000 249 0 0 WALK HAND RAILS 2024-12-09 2950 28 SL 39.000000000000 76 0 0 AC CONDENSER 2025-07-01 6400 150DB 15.000000000000 6400 0 356 THE STATE OF NEW JERSEY, NEW JERSEY OFFICE OF ATTORNEY GENERAL NO LONGER REQUIRES A FOUNDATION WHICH RECEIVED CHARITABLE CONTRIBUTIONS ONLY FROM THE FOUNDER TO REGISTER. THEREFORE NJ DOES NOT REQUIRE THE SUBMISSION OF THE FEDERAL FORM 990PF. INVESTMENTS - SECURITIES 130569 130567 HANDICAP RAMP 9700 363 9337 WALK HAND RAILS 2950 104 2846 AC CONDENSER 6400 6400 0 BASIS ADJUSTMENTS - ROC 386 INVESTMENT FEES 902 902 0 0 REPAIRS 16524 0 0 22924 CASH IN LIEU 102 102 0 DIRECTOR FEES 2500 0 0 2500 EXCISE TAX 303 0 0 0 FOREIGN TAX 2 2 0 0