JOSEPH AND ELIZABETH WILF FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: JOSEPH AND ELIZABETH WILF FOUNDATION INC (EIN 22-3411571)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-08-14
IRS object ID: 202422279349100607
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Expln Of Non Filing With AG Stmt
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-08-14T08:45:54-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	873231666	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PKF O'CONNOR DAVIES ADVISORY LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	245 PARK AVENUE 12TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10167	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	223411571	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOSEPH AND ELIZABETH WILF FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JOSE	BusinessNameControlTxt
Phone	9739248246	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	820 MORRIS TURNPIKE	AddressLine1Txt
City	SHORT HILLS	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07078	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ZYGMUNT WILF	PersonNm
Person Title	VICE PRESIDENT & TRUSTEE	PersonTitleTxt
Phone	9739248246	PhoneNum
Signature	2024-07-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOSEPH L ALI CPA	PreparerPersonNm
PTIN	P02093808	PTIN
Phone	2122862600	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-08-08 14:25:15Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$41,105,497	FMVAssetsEOYAmt
Method Of Accounting Other	Yes (X)	MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$5,170,308	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$147	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$147	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,118,543	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,118,543	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$415,892	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$8,371,640	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$5,873,106	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,118,690	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$6,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$6,000	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$192	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$161	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$31	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$6,192	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$161	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$6,031	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$530,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$530,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$536,192	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$161	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$536,031	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$5,336,914	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,118,529	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$10,718	CashBOYAmt
Cash EOY	$4,687	CashEOYAmt
Cash EOYFMV	$4,687	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$5,592,038	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$6,359,863	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$6,359,863	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$2,674,863	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$0	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$0	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$8,188,979	CorporateStockBOYAmt
Corporate Stock EOY	$17,672,089	CorporateStockEOYAmt
Corporate Stock EOYFMV	$17,672,089	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$13,701,697	CorporateBondsBOYAmt
Corporate Bonds EOY	$16,665,608	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$16,665,608	CorporateBondsEOYFMVAmt
Other Investments BOY	$3,245,050	OtherInvestmentsBOYAmt
Other Investments EOY	$403,250	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$403,250	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$33,413,345	TotalAssetsBOYAmt
Total Assets EOY	$41,105,497	TotalAssetsEOYAmt
Total Assets EOYFMV	$41,105,497	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$33,413,345	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$41,105,497	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$33,413,345	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$41,105,497	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$33,413,345	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$41,105,497	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$33,413,345	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$5,336,914	ExcessRevenueOverExpensesAmt
Other Increases	$4,100,360	OtherIncreasesAmt
Subtotal	$42,850,619	SubtotalAmt
Other Decreases	$1,745,122	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$41,105,497	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
Gross Sales Price	$8,371,640	GrossSalesPriceAmt
Cost Or Other Basis	$8,787,532	CostOrOtherBasisAmt
Gain Or Loss	-$415,892	GainOrLossAmt
Gains Minus Excess Or Losses	-$415,892	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$415,892	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$15,548	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$15,548	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$15,548	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$26,459	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$26,459	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$10,911	OverpaymentAmt
Applied To ES Tax	$10,911	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NJ	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	0	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	PKF O'CONNOR DAVIES ADVISORY LLC	IndividualWithBooksNm
Phone	2122862600	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	245 PARK AVENUE 12TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10167	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
LEONARD WILF
820 MORRIS TURNPIKE	SHORT HILLS	NJ	07078	PRESIDENT & TRUSTEE	0.25	$0	$0	$0
ZYGMUNT WILF
820 MORRIS TURNPIKE	SHORT HILLS	NJ	07078	VICE PRESIDENT & TRUSTEE	0.25	$0	$0	$0
MARK WILF
820 MORRIS TURNPIKE	SHORT HILLS	NJ	07078	SECRETARY & TRUSTEE	0.25	$0	$0	$0
ELIZABETH WILF
820 MORRIS TURNPIKE	SHORT HILLS	NJ	07078	TRUSTEE	0.25	$0	$0	$0
DANIEL WILF
820 MORRIS TURNPIKE	SHORT HILLS	NJ	07078	TRUSTEE	0.25	$0	$0	$0
ELANA WILF TANZMAN
820 MORRIS TURNPIKE	SHORT HILLS	NJ	07078	TRUSTEE	0.25	$0	$0	$0
HALLE WILF
820 MORRIS TURNPIKE	SHORT HILLS	NJ	07078	TRUSTEE	0.25	$0	$0	$0
JASON WILF
820 MORRIS TURNPIKE	SHORT HILLS	NJ	07078	TRUSTEE	0.25	$0	$0	$0
JONATHAN WILF
820 MORRIS TURNPIKE	SHORT HILLS	NJ	07078	TRUSTEE	0.25	$0	$0	$0
ORIN WILF
820 MORRIS TURNPIKE	SHORT HILLS	NJ	07078	TRUSTEE	0.25	$0	$0	$0
RACHEL S WILF
820 MORRIS TURNPIKE	SHORT HILLS	NJ	07078	TRUSTEE	0.25	$0	$0	$0
STEPHANIE WILF
820 MORRIS TURNPIKE	SHORT HILLS	NJ	07078	TRUSTEE	0.25	$0	$0	$0
STEVEN WILF
820 MORRIS TURNPIKE	SHORT HILLS	NJ	07078	TRUSTEE	0.25	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$29,678,267	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$4,894,109	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$34,572,376	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$34,572,376	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$518,586	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$34,053,790	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,702,690	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,702,690	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$15,548	TaxBasedOnInvestmentIncomeAmt
Total Tax	$15,548	TotalTaxAmt
Distributable Before Adj	$1,687,142	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,687,142	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,687,142	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$536,031	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$536,031	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,687,142	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$2,025,635	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3	$464,264	ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov	$2,489,899	TotalExcessDistributionCyovAmt
Qualifying Distributions	$536,031	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$536,031	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$1,151,111	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$1,151,111	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,338,788	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$874,524	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$464,264	ExcessDistriCyovToNextYrAmt
Excess From Year3	$464,264	ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	ELIZABETH WILF	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
KEAN UNIVERSITY FOUNDATION INC
1000 MORRIS AVENUE	UNION	NJ	07083	N/A	PC	SCHOLARSHIP SUPPORT	$30,000
RABBINICAL COLLEGE OF AMERICA
PO BOX 1996	MORRISTOWN	NJ	07962	N/A	PC	GENERAL OPERATING SUPPORT	$500,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$530,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$147	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,118,543	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$415,892	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$702,798	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$702,798	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	ELIZABETH WILF	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	820 MORRIS TURNPIKE	AddressLine1Txt
City	SHORT HILLS	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07078	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$5,170,308	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	MICROSOFT CORP (MSFT) 13,800.000 SHARES	NoncashPropertyDesc
Fair Market Value	$5,170,308	FairMarketValueAmt
Received	2023-12-26	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	BOOKKEEPING AND TAX PREPARATION FEES - PKF O'CONNOR DAVIES	CategoryTxt
Amt	$6,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$6,000	DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Field	Value	IRS element (for citing)
Explanation	THE FOUNDATION IS NOT REQUIRED TO FILE A COPY OF THE FEDERAL FORM 990-PF WITH THE NEW JERSEY ATTORNEY GENERAL BECAUSE IT DOES NOT SOLICIT FUNDS FROM THE PUBLIC.	ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (59 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
AETNA INC 3.500% DUE 11/15/24 250,000.000 QTY	$245,780	$245,780
ALTRIA GROUP INC 4.800% DUE 2/14/29 250,000.000 QTY	$249,355	$249,355
AMAZON.COM 3.800% DUE 12/5/24 250,000.000 QTY	$247,415	$247,415
AMERICAN EXPRESS CO 3.625% DUE 12/5/24 250,000.000 QTY	$245,851	$245,851
ANHEUSER-BUSCH INBEV WOR 4.000% DUE 4/13/28 500,000.000 QTY	$494,190	$494,190
ANTHEM INC 4.101% DUE 3/1/28 500,000.000 QTY	$491,935	$491,935
AT&T INC 3.800% DUE 2/15/27 250,000.000 QTY	$244,123	$244,123
BANK OF NY MELLON CORP 3.000% DUE 10/30/28 250,000.000 QTY	$231,210	$231,210
BANK OF NY MELLON CORP 3.250% DUE 5/16/27 250,000.000 QTY	$239,713	$239,713
BRISTOL-MYERS SQUIBB CO 3.250% DUE 2/27/27 250,000.000 QTY	$242,563	$242,563
BRISTOL-MYERS SQUIBB CO 3.450% DUE 11/15/27 250,000.000 QTY	$242,570	$242,570
CIGNA CORP 4.125% DUE 11/15/25 250,000.000 QTY	$246,813	$246,813
CITIGROUP INC 3.400% DUE 5/1/26 250,000.000 QTY	$241,323	$241,323
CITIGROUP INC 4.600% DUE 3/9/26 250,000.000 QTY	$246,873	$246,873
COCA-COLA CO 2.125% DUE 9/6/29 500,000.000 QTY	$452,385	$452,385
CONSOLIDATED EDISON CO 4.000% DUE 12/1/28 250,000.000 QTY	$244,290	$244,290
CVS HEALTH CORP 3.250% DUE 8/15/29 250,000.000 QTY	$233,065	$233,065
DEERE & COMPANY 3.100% DUE 4/15/30 250,000.000 QTY	$232,275	$232,275
ELI LILLY & CO 3.375% DUE 3/15/29 250,000.000 QTY	$240,650	$240,650
EXXON MOBIL CORPORATION 3.482% DUE 3/19/30 250,000.000 QTY	$237,773	$237,773
GOLDMAN SACHS GROUP 3.750% DUE 5/22/25 250,000.000 QTY	$244,905	$244,905
GOLDMAN SACHS GROUP 5.950% DUE 1/15/27 250,000.000 QTY	$257,213	$257,213
HOME DEPOT INC 3.750% DUE 2/15/24 250,000.000 QTY	$249,333	$249,333
HONEYWELL INTERNATIONAL 4.950% DUE 2/15/28 250,000.000 QTY	$257,488	$257,488
HP INC 3.400% DUE 6/17/30 250,000.000 QTY	$228,765	$228,765
HUMANA INC 3.950% DUE 3/15/27 250,000.000 QTY	$244,520	$244,520
HUMANA INC 4.875% DUE 4/1/30 250,000.000 QTY	$252,940	$252,940
IBM CORP 4.500% DUE 2/6/28 250,000.000 QTY	$251,375	$251,375
INTEL CORP 3.150% DUE 5/11/27 250,000.000 QTY	$240,430	$240,430
JPMORGAN CHASE & CO 3.125% DUE 1/23/25 250,000.000 QTY	$244,775	$244,775
JPMORGAN CHASE & CO 3.300% DUE 4/1/26 250,000.000 QTY	$242,083	$242,083
MASTERCARD INC 3.350% DUE 3/26/30 375,000.000 QTY	$358,253	$358,253
MCDONALDS CORP 3.600% DUE 7/1/30 250,000.000 QTY	$237,498	$237,498
MCKESSON CORP 3.950% DUE 2/16/28 500,000.000 QTY	$490,535	$490,535
METLIFE INC 3.600% DUE 11/13/25 250,000.000 QTY	$245,508	$245,508
MICROSOFT CORP 3.125% DUE 11/3/25 500,000.000 QTY	$488,190	$488,190
NORTHERN TRUST CO 3.650% DUE 8/3/28 250,000.000 QTY	$241,793	$241,793
ORACLE CORP 4.500% DUE 5/6/28 250,000.000 QTY	$250,208	$250,208
PEPSICO INC 3.000% DUE 10/15/27 250,000.000 QTY	$240,280	$240,280
PEPSICO INC 3.600% DUE 3/1/24 250,000.000 QTY	$249,215	$249,215
PFIZER INC 3.000% DUE 12/15/26 500,000.000 QTY	$482,040	$482,040
PHILIP MORRIS INTL INC 3.125% DUE 3/2/28 250,000.000 QTY	$236,335	$236,335
PHILIP MORRIS INTL INC 3.375% DUE 8/11/25 250,000.000 QTY	$243,928	$243,928
PNC BANK NA 3.250% DUE 2/6/28 250,000.000 QTY	$235,290	$235,290
PNC BANK NA 4.050% DUE 7/26/28 250,000.000 QTY	$241,093	$241,093
QUEST DIAGNOSTICS INC 3.450% DUE 6/1/26 250,000.000 QTY	$243,183	$243,183
SOUTHERN CO 3.250% DUE 7/1/26 250,000.000 QTY	$241,265	$241,265
STARBUCKS CORP 2.250% DUE 3/12/30 500,000.000 QTY	$439,355	$439,355
STATE STREET CORP 3.550% DUE 8/18/25 250,000.000 QTY	$245,298	$245,298
TARGET CORP 2.650% DUE 9/15/30 500,000.000 QTY	$448,225	$448,225
THE WALT DISNEY COMPANY 3.375% DUE 11/15/26 250,000.000 QTY	$242,893	$242,893
UNITEDHEALTH GROUP INC 3.100% DUE 3/15/26 250,000.000 QTY	$242,795	$242,795
UNITEDHEALTH GROUP INC3.875% DUE 12/15/28 250,000.000 QTY	$244,388	$244,388
US BANCORP 3.150% DUE 4/27/27 500,000.000 QTY	$475,950	$475,950
VERIZON COMMUNICATIONS 3.875% DUE 2/8/29 125,000.000 QTY	$121,310	$121,310
WALMART INC 3.700% DUE 6/26/28 500,000.000 QTY	$494,420	$494,420
WASTE MANAGEMENT INC 3.150% DUE 11/15/27 250,000.000 QTY	$239,503	$239,503
WELLS FARGO & COMPANY 3.000% DUE 2/19/25 250,000.000 QTY	$244,483	$244,483
WELLS FARGO & COMPANY VAR% DUE 5/22/28 250,000.000 QTY	$238,395	$238,395

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
AVALONBAY CMMUN INC (AVB) 18,500.000 SHS	$3,463,570	$3,463,570
BANK OF AMERICA CORP PFD STK SER KK 5.375% 10,000 QTY	$230,100	$230,100
BANK OF AMERICA CORP PFD STK SER PP 4.125% 10,000 QTY	$184,000	$184,000
CHEVRON CORP (CVX) 8,000.000 SHS	$1,193,280	$1,193,280
JOHNSON AND JOHNSON (JNJ) 998.000 SHS	$156,426	$156,426
JP MORGAN CHASE & CO PFD STK SER LL 4.625% 80,000 QTY	$1,670,400	$1,670,400
KENVUE INC (KVUE) 2,425.000 SHS	$52,210	$52,210
MCDONALDS CORP (MCD) 1,000.000 SHS	$296,510	$296,510
MICROSOFT CORP (MSFT) 19,700.000 SHS	$7,407,988	$7,407,988
REGENREON PHARMACTCLS (REGN) 2,000.000 SHS	$1,756,580	$1,756,580
SOUTHERN CO PERPETUAL 4.200% 20,000 QTY	$397,000	$397,000
US BANCORP PFD STK SER L 3.750% 20,000 QTY	$331,600	$331,600
VERIZON COMMUNCATNS (VZ) 3,400.000 SHS	$128,180	$128,180
WALMART INC (WMT) 1,300.000 SHS	$204,945	$204,945
WELLS FARGO & CO PFD STK SER Z 4.750% 10,000 QTY	$199,300	$199,300

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	BLACKROCK ESG CAPITAL (ECAT) 25,000.000 QQTY	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$403,250	BookValueAmt
EOYFMV	$403,250	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	DIFFERENCE BETWEEN FAIR VALUE & DONOR COST OF CONTRIBUTED SECURITIES	Desc
Amt	$1,745,122	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES	$161	$161	$0
ADMINISTRATIVE EXPENSES	$31	$0	$31

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN ON INVESTMENTS	Desc
Amt	$4,100,360	Amt

JOSEPH AND ELIZABETH WILF FOUNDATION INC: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (59 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

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