2024-05-15T09:09:48-05:00 2023-12-31 812950760 SAX LLP 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990PF 2023-01-01 222615361 ISERMANN FAMILY FOUNDATION INC C/O GENE R KORF ESQ ISER 9739931738 89 HEADQUARTERS PLZA N TWR 14TH FLR MORRISTOWN NJ 07960 BETTY ISERMANN PRESIDENT 9739931738 2024-05-14 1 BETTY ISERMANN 999009999 0 CRAIG CASSANO P01551886 9734726250 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 12733101 X X 27038 27038 115438 115438 202425 2838136 202425 344901 344901 45000 22500 22500 8439 4220 4219 6250 3125 3125 724 724 0 56561 56530 30 116974 87099 29874 560000 560000 676974 87099 589874 -332073 257802 623268 62463 62463 0 79697 79754 5073215 5122490 11745620 459180 839349 845264 6155663 6103999 12733101 0 0 X 0 0 0 0 6155663 6103999 6155663 6103999 6155663 6103999 6155663 -332073 280409 6103999 0 6103999 400,000 SH US TREAS BILL P 2023-01-01 2023-01-05 400000 396866 3134 3134 150,000 SH US TREAS BILL P 2023-01-01 2023-01-17 150000 149608 392 392 400,000 SH US TREAS BILL P 2023-01-01 2023-02-07 400000 398612 1388 1388 150,000 SH US TREAS BILL P 2023-01-01 2023-02-21 150000 149375 625 625 150,000 SH US TREAS BILL P 2023-01-01 2023-03-21 150000 149517 483 483 150,000 SH US TREAS BILL P 2023-01-01 2023-04-18 150000 149545 455 455 5.547 SH VANGUARD MIDCAP P 2022-09-22 2023-08-30 1513 1401 112 112 250,000 SH JPM P 2020-03-10 2023-01-25 250000 250000 0 0 310 SH APPLE P 2017-12-21 2023-04-10 50036 13564 36472 36472 350 SH BIOGEN P 1988-07-10 2023-04-10 99319 377 98942 98942 140 SH MASTERCARD P 2011-01-20 2023-04-10 50293 3274 47019 47019 187 SH NVIDIA CORP P 2017-12-21 2023-04-10 50122 9151 40971 40971 3426.038 SH VICTORY RS P 2017-12-21 2023-04-10 170000 274700 -104700 -104700 323.123 SH VANGUARD MIDCAP P 2021-06-29 2023-08-30 88161 95134 -6973 -6973 400 SH NVIDIA CORP P 2017-12-21 2023-09-05 194699 19574 175125 175125 1300 SH ACTIVISION BUZZARD P 2017-12-21 2023-11-16 123500 84003 39497 39497 150,000 SH US TREASURY BILL P 2023-01-01 2023-01-17 150000 149615 385 385 150,000 SH US TREASURY BILL P 2023-01-01 2023-04-13 150000 148419 1581 1581 830 SH AFFIRM HLDGS P 2021-01-13 2023-07-31 15126 82174 -67048 -67048 880 SH AVANTOR P 2021-12-20 2023-07-31 18294 34950 -16656 -16656 1,000 SH PELOTON P 2019-09-27 2023-07-31 9151 24775 -15624 -15624 540 SH RINGCENTRAL INC P 2018-08-27 2002-12-18 17922 51077 -33155 -33155 202425 3583 0 3583 0 3583 12911 0 0 0 12911 0 9328 9328 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 N/A SECRETARY 9739931738 89 HEADQUARTERS PLAZA NORTH TOWER 14TH FLOOR MORRISTOWN NJ 07960 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GENE R KORF 89 HEADQUARTERS PLAZA NORTH TOWER 14TH FLOOR MORRISTOWN NJ 07960 SECY. 1.00 15000 0 0 SCOTT KORF 89 HEADQUARTERS PLAZA NORTH TOWER 14TH FLOOR MORRISTOWN NJ 07960 TRUSTEE 1.00 15000 0 0 NEIL KORF 89 HEADQUARTERS PLAZA NORTH TOWER 14TH FLOOR MORRISTOWN NJ 07960 TRUSTEE 1.00 15000 0 0 NONE 0 NONE 0 0 11226564 382714 0 11609278 0 0 11609278 174139 11435139 571757 571757 3583 3583 568174 0 568174 0 568174 589874 0 589874 568174 0 0 137458 98354 21156 39833 142650 439451 589874 0 0 0 568174 21700 0 0 461151 0 0 0 0 0 0 137458 323693 98354 21156 39833 142650 21700 GENE R KORF 89 HEADQUARTERS PLAZA NORTH TOWER 14TH FLOOR MORRISTOWN NJ 07960 9739931743 LETTER N/A N/A ADRIENNE ARSHT CENTER TRUST 1300 BISCAYNE BLVD MIAMI FL 33132 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 10000 ALL FAITHS FOOD BANK 8171 BLAIKIE CT SARASOTA FL 34240 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 20000 CANCER SOCIETY GREENVILE COUNTY 113 MILLS AVE GREENVILLE SC 29605 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 10000 CENTRAL FLORDIA ZOO & BOTANICAL GARDENS 3755 W SEMINOLE BLVD SANFORD FL 32771 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 10000 CONGREGATION BETH ISRAEL OF GREENVILLE SOUTH CAROLINA 425 SUMMIT DR GREENVILLE SC 29609 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 10000 COUNTRY MUSIC FOUNDATION 222 FIFTH AVENUE SOUTH NASHVILLE TN 37203 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 5000 DOLPHINS CYCLING CHALLENGE INC 347 DON SHULA DR MIAMI GARDENS FL 33056 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 25000 DR PHILLIPS CENTER FOR THE PERFORMING ARTS 445 S MAGNOLIA AVE ORLANDO FL 32801 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 15000 FLORIDA AQUARIUM 701 CHANNELSIDE DR TAMPA FL 33602 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 10000 FOSTERING GREAT IDEAS 321 PIMLICO RD GREENVILLE SOUTH CAROLINA SC 29607 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 15000 FROST MUSEUM OF SCIENCE 1101 BISCAYNE BLVD MIAMI FL 33132 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 15000 FURMAN UNIVERSITY 3300 POINSETT HWY GREENVILLE SC 29613 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 10000 GIVE KIDS THE WORLD 2140 S BASS ROAD KISSIMMEE FL 34746 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 15000 GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BLVD MIAMI FL 33137 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 20000 HABITAT FOR HUMANITY- SARASOTA 1757 N EAST AVENUE SARASOTA FL 34234 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 15000 JEWISH FAMILY & CHILDREN SERVICES OF THE SUNCOAST 2688 FRUITVILLE ROAD SARASOTA FL 34235 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 20000 JOHN F KENNEDY LIBRARY FOUNDATION COLUMBIA POINT BOSTON MA 02125 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 20000 NATIONAL WORLD WAR II MUSEUM 945 MAGAZINE STREET NEW ORLEANS LA 70130 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 15000 NEMOURS FUND FOR CHILDRENS HEALTH 1717 S ORANGE AVE ORLANDO FL 32806 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 15000 ORLANDO HEALTH FOUNDATION 3160 SOUTHGATE COMMERCE BLVD 50 ORLANDO FL 32806 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 10000 ORLANDO SCIENCE CENTER 777 E PRINCETON ST ORLANDO FL 32803 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 10000 RINGLING COLLEGE OF ART & DESIGN 2700 N TAMIAMI TR SARASOTA FL 34237 N/A PUBLIC CHARITY CONTINUING EDUCATION 20000 SARASOTA MANATEE JEWISH HOUSING COUNCIL INC 1951 N HONORE AVE SARASOTA FL 34235 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 30000 SARASOTA MEMORIAL HEALTHCARE FOUNDATION 1515 S OSPREY AVENUE SARASOTA FL 34239 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 55000 SPECIAL OLYMPICS FLORIDA 1105 CITRUST TOWER BLVD CLERMONT FL 34711 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 10000 SPECIAL OPERATIONS WARRIOR FOUNDATION 1137 MARBELLA PLAZA DRIVE TAMPA FL 33619 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 20000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 220 E 42ND ST NEW YORK NY 10017 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 100000 THE JEWISH FEDERATION OF SARASOTA- MANATEE 580 MCINTOSH ROAD SARASOTA FL 34232 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 15000 UNIVERSITY OF MIAMI 4600 RICKENBACKER CAUSEWAY MIAMI FL 33149 N/A PUBLIC CHARITY GENERAL CHARITABLE SUPPORT 15000 560000 0 14 27038 14 115438 18 202425 0 344901 0 344901 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6250 3125 3125 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. CORPORATE BONDS 839349 845264 CORPORATE STOCK 5122490 11745620 79697 79754 0 0 LEGAL 8439 4220 4219 INVESTMENT FEES 37116 37116 0 TRAVEL AND OTHER 19445 19414 30 PRIOR YEAR ADJUSTMENT 280409 FOREIGN TAXES PAID 724 724 0