ZS & M WILF FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ZS & M WILF FOUNDATION INC (EIN 22-3553441)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-15
- IRS object ID
- 202432899349100823
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-15T12:38:48-05:00 | 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 | 223553441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE Z S & M WILF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZS&M | 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 | PRESIDENT, TREASURER, TRUSTEE | PersonTitleTxt |
| Phone | 9739248246 | PhoneNum |
| Signature | 2024-10-15 | 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 | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $147,653,426 | 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 | $13,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,494 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,494 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,109,218 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,495,755 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$397,640 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,608,426 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,621 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $394,451 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $614,883 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,128,523 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,160,753 | 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 | $10,398 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,398 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,123 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $543 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $512 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,064 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,635 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,429 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,039,533 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,039,533 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,056,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,635 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,049,962 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,928,074 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,154,118 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $15,000 | CashEOYAmt |
| Cash EOYFMV | $15,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,005,363 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,468,802 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,468,802 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,943,954 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,022,056 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,022,056 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $50,497,201 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,645,021 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,645,021 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $65,427,437 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $63,670,736 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $63,670,736 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,137,282 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,831,811 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,831,811 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $137,011,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $147,653,426 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $147,653,426 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $137,011,237 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $147,653,426 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $137,011,237 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $147,653,426 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $137,011,237 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $147,653,426 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $137,011,237 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,928,074 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,570,263 | OtherIncreasesAmt |
| Subtotal | $147,653,426 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $147,653,426 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $14,373,563 | $15,555,353 | -$1,181,790 | -$1,181,790 | |||
| TESLA, INC (TSLA) 5,000.000 SHARES | $719,385 | $8,301 | $711,084 | $711,084 | D | 2020-02-04 | 2023-01-23 |
| TESLA, INC (TSLA) 2,500.000 SHARES | $515,478 | $4,151 | $511,327 | $511,327 | D | 2020-02-04 | 2023-02-09 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,621 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $71,642 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $71,642 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $71,642 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $315,795 | 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 | $315,795 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $244,153 | OverpaymentAmt |
| Applied To ES Tax | $244,153 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| ZYGMUNT WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | PRESIDENT, TREASURER & TRUSTEE | 0.25 | $0 | $0 | $0 |
| MARK WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | VICE PRESIDENT, SECRETARY & TRUSTEE | 0.25 | $0 | $0 | $0 |
| ELIZABETH WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| LEONARD 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 |
| 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 |
| STEVEN 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 |
| RACHEL S 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 |
| 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 | $131,006,201 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,763,668 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $141,769,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $141,769,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,126,548 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $139,643,321 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,982,166 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,982,166 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71,642 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71,642 | TotalTaxAmt |
| Distributable Before Adj | $6,910,524 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,910,524 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,910,524 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,049,962 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,049,962 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,910,524 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,355,824 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,049,962 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,355,824 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,910,524 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,783,614 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,783,614 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,783,614 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,783,614 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ZYGMUNT WILF | ContributingManagerNm |
| Contributing Manager | MARK WILF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALABAMA HOLOCAUST EDUCATION CENTER | ||||||||
| 2100 HIGHLAND AVENUE SOUTH | BIRMINGHAM | AL | 35205 | N/A | PC | CAPITAL SUPPORT | $50,000 | |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||||
| 1300 MORRIS PARK AVENUE ROOM 312 | BRONX | NY | 10461 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| ALZHEIMERS DRUG DISCOVERY FOUNDATION | ||||||||
| 57 W 57TH STREET SUITE 904 | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AMERICA-ISRAEL CULTURAL FOUNDATION INC | ||||||||
| 178 COLUMBUS AVENUE PO BOX 237133 | NEW YORK | NY | 10023 | N/A | PC | ANNUAL SUPPORT | $2,500 | |
| AMERICAN FRIENDS OF OR NATIONAL MISSIONS | ||||||||
| 36 W 44TH STREET SUITE 1412 | NEW YORK | NY | 100368102 | N/A | PC | PROGRAM SUPPORT | $100,000 | |
| AMERICAN FRIENDS OF THE JORDAN RIVER VILLAGE | ||||||||
| 244 MADISON AVENUE | NEW YORK | NY | 10003 | N/A | PC | ANNUAL SUPPORT | $10,000 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION INC | ||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | N/A | PC | ANNUAL SUPPORT | $75,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | ||||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | N/A | PC | ANNUAL SUPPORT | $25,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVE 9TH FL | NEW YORK | NY | 101580180 | N/A | PC | ANNUAL SUPPORT | $100,000 | |
| BAT SHEVA MITZVAH CAMPAIGN INC | ||||||||
| 910 SALEM AVE | HILLSIDE | NJ | 07205 | N/A | PC | CAPITAL SUPPORT | $5,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 711 THIRD AVENUE 10TH FL | NEW YORK | NY | 10017 | N/A | PC | PROGRAM SUPPORT | $250,000 | |
| BNAI BRITH YOUTH ORGANIZATION INC | ||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 200013724 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| BRIS AVROHOM CENTER | ||||||||
| 910 SALEM AVENUE | HILLSIDE | NJ | 07205 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BRIS AVROHOM CENTER | ||||||||
| 910 SALEM AVENUE | HILLSIDE | NJ | 07205 | N/A | PC | ANNUAL SUPPORT | $5,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 EAST CALIFORNIA BLVD | PASADENA | CA | 911250001 | N/A | PC | PROGRAM SUPPORT | $100,000 | |
| CENTRAL EUROPE CENTER FOR RESEARCH & DOCUMENTATION | ||||||||
| 1141 LOXFORD TERRACE | SILVER SPRING | MD | 20901 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| CHAMAH | ||||||||
| 420 LEXINGTON AVENUE SUITE 300 | NEW YORK | NY | 10170 | N/A | PC | ANNUAL SUPPORT | $2,500 | |
| CLAL-THE NATIONAL JEWISH CENTER FOR LEARNING AND LEADERSHIP INC | ||||||||
| 440 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | N/A | PC | ANNUAL SUPPORT | $10,000 | |
| CONGREGATION BEIS YISROEL | ||||||||
| 2835 SALEM AVENUE | ST LOUIS PARK | MN | 55416 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| CONGREGATION BEIS YISROEL | ||||||||
| 2835 SALEM AVENUE | ST LOUIS PARK | MN | 55416 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| CONGREGATION ETZ CHAIM | ||||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | N/A | PC | ANNUAL SUPPORT | $18,150 | |
| CONGREGATION ETZ CHAIM | ||||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | N/A | PC | PROGRAM SUPPORT | $62,600 | |
| CONNECTICUT PUBLIC BROADCASTING | ||||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | N/A | PC | PROGRAM SUPPORT | $100,000 | |
| COUNCIL ON FOREIGN RELATIONS | ||||||||
| 58 E 68TH STREET | NEW YORK | NY | 100655953 | N/A | PC | ANNUAL SUPPORT | $25,000 | |
| CURE BREAST CANCER FOUNDATION INC | ||||||||
| 1122 CLIFTON AVENUE | CLIFTON | NJ | 07013 | N/A | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| FRIENDS OF THE ISRAEL FOOTBALL LEAGUE | ||||||||
| 85 CRESTON AVENUE | TENAFLY | NJ | 07670 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| FRIENDS OF THE ISRAEL FOOTBALL LEAGUE | ||||||||
| 85 CRESTON AVENUE | TENAFLY | NJ | 07670 | N/A | PC | ANNUAL SUPPORT | $25,000 | |
| FRIENDS OF UNITED HATZALAH | ||||||||
| 208 EAST 51ST STREET SUITE 8G | NEW YORK | NY | 10022 | N/A | PC | PROGRAM SUPPORT | $60,000 | |
| GOLDA OCH ACADEMY | ||||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| HENRY STREET SETTLEMENT | ||||||||
| 265 HENRY STREET | NEW YORK | NY | 100020000 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| HERZL CAMP ASSOCIATION | ||||||||
| 4330 CEDAR LAKE RD S | MINNEAPOLIS | MN | 554163700 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HILLEL AT UNIVERSITY OF MARYLAND | ||||||||
| 7612 MOWATT LANE | COLLEGE PARK | MD | 20740 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| HILLEL INTERNATIONAL | ||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | ANNUAL SUPPORT | $50,000 | |
| JCC OF CENTRAL NJ | ||||||||
| 1391 MARTINE AVENUE | SCOTCH PLAINS | NJ | 07076 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| JCC OF CENTRAL NJ | ||||||||
| 1391 MARTINE AVENUE | SCOTCH PLAINS | NJ | 07076 | N/A | PC | ANNUAL SUPPORT | $15,000 | |
| JEWISH EDUCATIONAL CENTER | ||||||||
| 330 ELMORA AVENUE | ELIZABETH | NJ | 07208 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| JEWISH EDUCATIONAL CENTER | ||||||||
| 330 ELMORA AVENUE | ELIZABETH | NJ | 07208 | N/A | PC | GENERAL OPERATING SUPPORT | $110,000 | |
| JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY | ||||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | N/A | PC | GENERAL OPERATING SUPPORT | $51,650 | |
| JEWISH FEDERATION HEART OF NJ | ||||||||
| 230 OLD BRIDGE TURNPIKE | SOUTH RIVER | NJ | 08882 | N/A | PC | ANNUAL SUPPORT | $5,000 | |
| JEWISH FEDERATION OF GREATER METROWEST NJ | ||||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | N/A | PC | PROGRAM SUPPORT | $3,689,333 | |
| JEWISH FEDERATION OF GREATER METROWEST NJ | ||||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 100041010 | N/A | PC | ANNUAL SUPPORT | $25,000 | |
| JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 100041010 | N/A | PC | PROGRAM SUPPORT | $1,760,000 | |
| JEWISH MUSEUM | ||||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 100215093 | N/A | PC | ANNUAL SUPPORT | $10,000 | |
| JTA-MJL NEW CORP | ||||||||
| 520 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | ANNUAL SUPPORT | $60,000 | |
| LIMMUD FSU INTERNATIONAL FOUNDATION | ||||||||
| 80 CENTRAL PARK WEST APT 2D | NEW YORK | NY | 100235204 | N/A | PC | ANNUAL SUPPORT | $25,000 | |
| LISA B FISHMAN FOUNDATION INC | ||||||||
| 11 WEDGEWOOD DRIVE | MONTVILLE | NJ | 07045 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| LUBAVITCH CHEDER DAY SCHOOL | ||||||||
| 1758 FORD PKWY | SAINT PAUL | MN | 551162120 | N/A | PC | ANNUAL SUPPORT | $15,000 | |
| MIDDLE EAST MEDIA & RESEARCH INSTITUTE | ||||||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | N/A | PC | ANNUAL SUPPORT | $10,000 | |
| MINNEAPOLIS JEWISH DAY SCHOOL | ||||||||
| 4330 CEDAR LAKE ROAD | MINNEAPOLIS | MN | 55416 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| MINNEAPOLIS JEWISH FEDERATION | ||||||||
| 4330 CEDAR LAKE ROAD SOUTH | MINNEAPOLIS | MN | 55416 | N/A | PC | ANNUAL SUPPORT | $12,500 | |
| MINNESOTA HILLEL | ||||||||
| 1521 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 554142021 | N/A | PC | CAPITAL SUPPORT | $20,000 | |
| MUSEUM OF JEWISH HERITAGE | ||||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NCSEJ | ||||||||
| 1120 20TH STREET NW SUITE 300N | WASHINGTON | DC | 20036 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| NEW YORK UNIVERSITY SCHOOL OF LAW | ||||||||
| 22 WASHINGTON SQUARE NORTH 2ND FL | NEW YORK | NY | 10011 | N/A | PC | WEINFELD LAW FUND | $25,000 | |
| NEWARK ACADEMY | ||||||||
| 91 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NEWARK ACADEMY | ||||||||
| 91 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | N/A | PC | ANNUAL SUPPORT | $18,000 | |
| OHR TORAH STONE INSTITUTIONS OF ISRAEL | ||||||||
| 49 WEST 45TH STREET SUITE 701 | NEW YORK | NY | 100364603 | N/A | PC | ANNUAL SUPPORT | $10,000 | |
| OUR PLACE IN NEW YORK | ||||||||
| PO BOX 297187 | BROOKLYN | NY | 11229 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | ||||||||
| 630 3RD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| PGA TOUR FIRST TEE FOUNDATION INC | ||||||||
| 13000 SAWGRASS VILLAGE CIRCLE | PONTE VEDRA BEACH | FL | 32082 | N/A | PC | ANNUAL SUPPORT | $100,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 100 OVERLOOK CENTER SUITE 300 | PRINCETON | NJ | 08540 | N/A | PC | ANNUAL SUPPORT | $10,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 100 OVERLOOK CENTER SUITE 300 | PRINCETON | NJ | 08540 | N/A | PC | CENTER FOR JEWISH LIFE | $25,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 100 OVERLOOK CENTER SUITE 300 | PRINCETON | NJ | 08540 | N/A | PC | PROGRAM SUPPORT | $35,000 | |
| PRIZMAH CENTER FOR JEWISH DAY SCHOOLS | ||||||||
| 254 WEST 54TH STREET 11TH FL | NEW YORK | NY | 100195516 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| REUT USA | ||||||||
| 21550 OXNARD STREET SUITE 1000 | WOODLAND HILLS | CA | 91367 | N/A | PC | PROGRAM SUPPORT | $75,000 | |
| RUTGERS HILLEL | ||||||||
| 70 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| RUTGERS UNIVERSITY FOUNDATION | ||||||||
| 335 GEORGE STREET LIBERTY PLAZA | NEW BRUNSWICK | NJ | 08901 | N/A | PC | PROGRAM SUPPORT | $90,000 | SUITE 400 |
| SELFHELP COMMUNITY SERVICES | ||||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| TEACH FOR AMERICA | ||||||||
| 315 WEST 36TH STREET | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT | $100,000 | |
| THE CONFERENCE OF PRESIDENTS OF MAJOR AMERICAN JEWISH ORGS FUND | ||||||||
| 633 THIRD AVENUE 21ST FL | NEW YORK | NY | 100178157 | N/A | PC | ANNUAL SUPPORT | $15,000 | |
| TORAH ACADEMY OF MINNEAPOLIS | ||||||||
| 2800 JOPPA AVENUE SOUTH | ST LOUIS PARK | MN | 55416 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| TORAT SHRAGA INC | ||||||||
| 1 COPPERBEECH LN | LAWRENCE | NY | 11559 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 EAST 59TH STREET PO BOX 4227 | NEW YORK | NY | 10022 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| UNION COUNTY TORAH CENTER INC | ||||||||
| 111 LAUREL PLACE | WESTFIELD | NJ | 07090 | N/A | PC | ANNUAL SUPPORT | $2,500 | |
| UNION COUNTY TORAH CENTER INC | ||||||||
| 111 LAUREL PLACE | WESTFIELD | NJ | 07090 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| UNITED JEWISH FUND AND COUNCIL | ||||||||
| 790 SOUTH CLEVELAND | ST PAUL | MN | 55116 | N/A | PC | ANNUAL SUPPORT | $12,500 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 2201 WEST END AVENUE | NASHVILLE | TN | 37240 | N/A | PC | SCHOLARSHIPS | $1,000,000 | |
| VISUAL ARTS CENTER OF NJ | ||||||||
| 68 ELM STREET | SUMMIT | NJ | 07901 | N/A | PC | PROGRAM SUPPORT | $65,000 | |
| VISUAL ARTS CENTER OF NJ | ||||||||
| 68 ELM STREET | SUMMIT | NJ | 07901 | N/A | PC | CAPITAL SUPPORT | $100,000 | |
| YESHIVA UNIVERSITY | ||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| YESHIVA UNIVERSITY | ||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | N/A | PC | SCHOLARSHIPS | $1,612,500 | |
| YM-YWHA OF UNION COUNTY INC | ||||||||
| 501 GREEN LANE | UNION | NJ | 07083 | N/A | PC | ANNUAL SUPPORT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,039,533 | 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 | $9,494 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,109,218 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$397,640 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $394,451 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,115,523 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,115,523 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH WILF | BusinessNameLine1Txt |
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 | $13,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING AND TAX PREPARATION FEES | CategoryTxt |
| Amt | $10,398 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,398 | 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 (101 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 21ST CENTURY FOX AMERICA 3.700% DUE 10/15/25 (250,000.000 QTY) | $242,708 | $242,708 |
| AETNA INC 3.500% DUE 11/15/24 (500,000.000 QTY) | $491,560 | $491,560 |
| ALLSTATE CORP 03.280% DUE 12/15/26 (250,000.000 QTY) | $240,860 | $240,860 |
| AMAZON.COM INC 03.150% DUE 08/22/27 (500,000.000 QTY) | $480,995 | $480,995 |
| AMAZON.COM INC 5.200% DUE 12/3/25 (250,000.000 QTY) | $252,880 | $252,880 |
| AMERICAN EXPRESS CO 3.625% DUE 12/5/24 (500,000.000 QTY) | $491,725 | $491,725 |
| ANHEUSER-BUSCH INBEV WOR 04.000% DUE 04/13/28 (250,000.000 QTY) | $247,095 | $247,095 |
| ANHEUSER-BUSCH INBEV WOR 04.750% DUE 01/23/29 (250,000.000 QTY) | $254,108 | $254,108 |
| ANTHEM INC 02.875% DUE 09/15/29 (250,000.000 QTY) | $229,478 | $229,478 |
| ANTHEM INC 03.650% DUE 11/01/27 (250,000.000 QTY) | $242,155 | $242,155 |
| APPLE INC 03.350% DUE 02/09/27 (250,000.000 QTY) | $243,638 | $243,638 |
| APPLE INC 3.50% DUE 02/23/26 (250,000.000 QTY) | $243,995 | $243,995 |
| APPLE INC 3.850% DUE 5/4/43 (100,000.000 QTY) | $89,020 | $89,020 |
| BANK OF NEW YORK MELLON SER 0012 3.650% DUE 2/4/24 (250,000.000 QTY) | $249,480 | $249,480 |
| BANK OF NEW YORK MELLON SER 0012 3.650% DUE 2/4/27 (250,000.000 QTY) | $239,712 | $239,712 |
| BANK OF NY MELLON CORP 03.000% DUE 10/30/28 (250,000.000 QTY) | $231,210 | $231,210 |
| BANK OF NY MELLON CORP VAR DUE 2/7/28 (250,000.000 QTY) | $240,708 | $240,708 |
| BERKSHIRE HATHAWAY INC 3.125% DUE 03/15/26 (500,000.000 QTY) | $486,100 | $486,100 |
| BK OF AMER CORP VAR RT PERP MAT DTD (2,000,000.000 QTY) | $1,782,453 | $1,782,453 |
| BK OF AMER CORP VAR% DUE 9/5/24 (750,000.000 QTY) | $743,092 | $743,092 |
| BK OF NY MELLON CORP VAR% DUE 8/1/26 (1,000,000.000 QTY) | $952,171 | $952,171 |
| BOEING CO 6.875% DUE 3/15/39 (100,000.000 QTY) | $114,079 | $114,079 |
| BP CAP MARKETS PLC VAR RT PERP MAT DTD (750,000.000 QTY) | $731,637 | $731,637 |
| BRISTOL-MYERS SQUIBB CO 03.250% DUE 02/27/27 (500,000.000 QTY) | $485,125 | $485,125 |
| CAP ONE FINL CO VAR RT PERP MAT DTD (2,000,000.000 QTY) | $1,602,878 | $1,602,878 |
| CATERPILLAR INC 02.600% DUE 09/19/29 (250,000.000 QTY) | $230,363 | $230,363 |
| CATERPILLAR INC 3.400% DUE 05/15/24 (250,000.000 QTY) | $248,130 | $248,130 |
| CBS CORP 4.00% DUE 01/15/26 (250,000.000 QTY) | $243,860 | $243,860 |
| CIGNA CORP 04.375% DUE 10/15/28 (250,000.000 QTY) | $247,843 | $247,843 |
| CITIGROUP INC 04.450% DUE 09/29/27 (500,000.000 QTY) | $488,350 | $488,350 |
| CITIGROUP INC VAR RT PERP MAT DTD (2,000,000.000 QTY) | $1,716,473 | $1,716,473 |
| CITIGROUP INC VAR RT PERP MAT DTD (2,750,000.000 QTY) | $2,531,133 | $2,531,133 |
| CITIGROUP INC VAR% DUE 9/12/29 (4,000,000.000 QTY) | $3,882,782 | $3,882,782 |
| COLGATE-PALMOLIVE CO SER MTN 3.250% DUE 3/15/24 (250,000.000 QTY) | $248,990 | $248,990 |
| COMCAST CORP 3.300% DUE 02/01/27 (250,000.000 QTY) | $241,333 | $241,333 |
| ENERGY TRANSFER LP VAR% DUE 1/22/25 (8,610,000.000 QTY) | $7,933,930 | $7,933,930 |
| EXXON MOBIL CORPORATION 03.043% DUE 03/01/26 (250,000.000 QTY) | $242,920 | $242,920 |
| FIFTH THIRD BANCORP VAR% DUE 5/16/33 (625,000.000 QTY) | $597,057 | $597,057 |
| FIFTH THIRD BANCORP VAR% DUE 6/5/24 (2,750,000.000 QTY) | $2,649,329 | $2,649,329 |
| FORD MTR CR CO LLC 6.950% DUE 3/6/26 (750,000.000 QTY) | $768,340 | $768,340 |
| GEN MOTORS FINL CO VAR% 9/20/27 (1,000,000.000 QTY) | $887,000 | $887,000 |
| GENERAL MOTORS ACCPT CRP 08.000% DUE 11/01/31 (250,000.000 QTY) | $273,148 | $273,148 |
| GOLDMAN SACHS CAP II VAR DUE 5/15/27 (3,000,000.000 QTY) | $2,496,660 | $2,496,660 |
| GOLDMAN SACHS GROUP INC 03.800% DUE 03/15/30 (250,000.000 QTY) | $235,153 | $235,153 |
| GOLDMAN SACHS GROUP INC 3.850% DUE 07/08/24 (250,000.000 QTY) | $247,738 | $247,738 |
| GOLDMAN SACHS GROUP INC VAR RT PERP MAT DTD (2,000,000.000 QTY) | $1,781,102 | $1,781,102 |
| GOLDMAN SACHS GROUP INC VAR% DUE 10/21/27 (625,000.000 QTY) | $571,763 | $571,763 |
| HOME DEPOT INC 3.350% 09/15/25 (250,000.000 QTY) | $245,095 | $245,095 |
| HSBC HOLDINGS PLC VAR% DUE 9/12/26 (625,000.000 QTY) | $630,876 | $630,876 |
| HUMANA INC 03.950% DUE 03/15/27 (500,000.000 QTY) | $489,040 | $489,040 |
| INTEL CORP 03.150% DUE 05/11/27 (250,000.000 QTY) | $240,430 | $240,430 |
| JPMORGAN CHASE & CO 03.200% DUE 06/15/26 (250,000.000 QTY) | $241,318 | $241,318 |
| JPMORGAN CHASE & CO VAR RT PERP MAT DTD (7,125,000.000 QTY) | $6,870,780 | $6,870,780 |
| JPMORGAN CHASE & CO VAR% DUE 10/15/30 (500,000.000 QTY) | $445,305 | $445,305 |
| JPMORGAN CHASE & CO VAR% DUE 12/15/25 (750,000.000 QTY) | $750,477 | $750,477 |
| LOCKHEED MARTIN CORP 3.550% DUE 01/15/26 (250,000.000 QTY) | $245,453 | $245,453 |
| MASTERCARD INC 03.350% 03/26/30 (125,000.000 QTY) | $119,418 | $119,418 |
| MCDONALD'S CORP 3.700% DUE 01/30/26 (250,000.000 QTY) | $245,770 | $245,770 |
| MCDONALD'S CORP DUE 3.250% DUE 06/10/24 (250,000.000 QTY) | $247,468 | $247,468 |
| MCKESSON CORP GLB 03.950% DUE 02/16/28 (250,000.000 QTY) | $245,268 | $245,268 |
| MCKESSON CORP GLB 3.796% DUE 3/15/24 (250,000.000 QTY) | $249,065 | $249,065 |
| METLIFE INC GLB 3.600% DUE 4/10/24 (250,000.000 QTY) | $248,595 | $248,595 |
| MICROSOFT CORP 03.300% DUE 02/06/27 (250,000.000 QTY) | $243,548 | $243,548 |
| MICROSOFT CORP 3.125% DUE 11/03/25 (500,000.000 QTY) | $488,190 | $488,190 |
| NEWELL RUBBERMAID INC 4.00% DUE 12/1/24 (250,000.000 QTY) | $245,170 | $245,170 |
| NORFOLK SOUTHN CORP 7.050% DUE 5/1/37 (100,000.000 QTY) | $111,192 | $111,192 |
| NORTHERN TRUST CORP 03.150% DUE 05/03/29 (500,000.000 QTY) | $471,310 | $471,310 |
| NORTHERN TRUST CORP 03.650% DUE 08/03/28 (250,000.000 QTY) | $241,793 | $241,793 |
| PEPSICO INC 02.850% DUE 02/24/26 (250,000.000 QTY) | $241,765 | $241,765 |
| PEPSICO INC 03.000% DUE 10/15/27 (500,000.000 QTY) | $480,560 | $480,560 |
| PETROBRAS GLOBAL FIN 6.750% DUE 6/3/50 (1.000,000.00 QTY) | $978,881 | $978,881 |
| PFIZER INC 03.000% DUE 12/15/26 (250,000.000 QTY) | $241,020 | $241,020 |
| PFIZER INC 03.450% DUE 03/15/29 (250,000.000 QTY) | $241,125 | $241,125 |
| PFIZER INC 3.400% DUE 05/15/24 (250,000.000 QTY) | $248,203 | $248,203 |
| PNC BANK NA 03.250% DUE 01/22/28 (250,000.000 QTY) | $235,290 | $235,290 |
| PRUDENTIAL FINANCIAL INC 03.878% DUE 03/27/28 (310,000.000 QTY) | $302,349 | $302,349 |
| SOUTHERN CO 03.250% DUE 07/01/26 (250,000.000 QTY) | $241,265 | $241,265 |
| SOUTHERN POWER CO 4.150% DUE 12/1/25 (250,000.000 QTY) | $246,265 | $246,265 |
| STARBUCKS CORP 03.500% DUE 03/01/28 (500,000.000 QTY) | $481,330 | $481,330 |
| STARBUCKS CORP 03.550% DUE 08/15/29 (250,000.000 QTY) | $241,185 | $241,185 |
| STATE STREET CORP 02.650% 05/19/26 (250,000.000 QTY) | $238,768 | $238,768 |
| STATE STREET CORP 3.00% DUE 12/16/24 (250,000.000 QTY) | $245,925 | $245,925 |
| SVB FINL GROUP VAR RT PERP MAT DTD (2,000,000.000 QTY) | $17,000 | $17,000 |
| SYSCO CORPORATION 3.750% 10/1/25 (250,000.000 QTY) | $244,003 | $244,003 |
| TARGET CORP 02.650% DUE 09/15/30 (500,000.000 QTY) | $448,225 | $448,225 |
| TARGET CORP 3.500% DUE 07/1/24 (250,000.000 QTY) | $247,733 | $247,733 |
| THOMSON REUTERS CORP 3.850% DUE 09/29/24 (250,000.000 QTY) | $246,265 | $246,265 |
| TIME WARNER INC 3.875% DUE 01/15/26 (250,000.000 QTY) | $242,030 | $242,030 |
| UNITEDHEALTH GROUP INC 03.450% DUE 01/15/27 (250,000.000 QTY) | $243,580 | $243,580 |
| US BANCORP 03.100% DUE 04/27/26 (500,000.000 QTY) | $479,295 | $479,295 |
| USD THOMSON REUTERS 3.350% DUE 05/15/26 (250,000.000 QTY) | $240,388 | $240,388 |
| VENTAS REALTY LP 03.850% DUE 04/01/27 (250,000.000 QTY) | $240,273 | $240,273 |
| VERIZON COMMUNICATIONS 04.016% DUE 12/03/29 (125,000.000 QTY) | $121,004 | $121,004 |
| VERIZON COMMUNICATIONS 6.400% DUE 9/15/33 (100,000.000 QTY) | $111,005 | $111,005 |
| VISA INC 3.150% DUE 12/14/25 (500,000.000 QTY) | $487,950 | $487,950 |
| WALGREENS BOOTS ALLIANCE 03.450% DUE 06/01/26 (250,000.000 QTY) | $237,723 | $237,723 |
| WALMART INC 03.250% DUE 07/08/29 (250,000.000 QTY) | $240,123 | $240,123 |
| WALMART INC 03.700% DUE 06/26/28 (250,000.000 QTY) | $247,210 | $247,210 |
| WAL-MART STORES INC 3.300% DUE 4/22/24 (500,000.000 QTY) | $496,680 | $496,680 |
| WALT DISNEY COMPANY/THE 3.00% DUE 02/13/26 (500,000.000 QTY) | $483,655 | $483,655 |
| WELLS FARGO & COMPANY 04.300% DUE 07/22/27 (250,000.000 QTY) | $244,843 | $244,843 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVERUM BIOTECHNOLOGIES INC (ADVM) 50,000.000 SHS | $37,640 | $37,640 |
| ALPHABET INC-CL C (GOOG) 20,000.000 SHS | $2,818,600 | $2,818,600 |
| AMAZON COM INC COM (AMZN) 48,000.000 SHS | $7,293,120 | $7,293,120 |
| APPLE INC (AAPL) 88,800.000 SHS | $17,096,664 | $17,096,664 |
| ARCHER-DANIELS-MIDLAND CO (ADM) 13,399.000 SHS | $967,676 | $967,676 |
| AT&T INC 5.000% PERP SERIES A 200,000.000 SHS | $419,800 | $419,800 |
| AVALONBAY CMMUN INC (AVB) 24,585.000 SHS | $4,602,804 | $4,602,804 |
| BANK OF AMERICA CORP 04.125% PFD STK SER PP 10,000.000 SHS | $184,000 | $184,000 |
| BANK OF AMERICA CORP 5.375% PFD STK SER KK 10,000.000 SHS | $230,100 | $230,100 |
| BRISTOL-MYERS SQUIBB CO (BMY) 5,000.000 SHS | $256,550 | $256,550 |
| CAPITAL ONE FINCL CO 4.800% PFD STK SER J 10,000.000 SHS | $176,400 | $176,400 |
| CHEVRON CORP (CVX) 1,700.000 SHS | $253,572 | $253,572 |
| CITIGROUP INC 7.125% PFD STK SER J 10,000.000 SHS | $256,300 | $256,300 |
| COCA COLA COM (KO) 6,000.000 SHS | $353,580 | $353,580 |
| DISNEY (WALT) CO COM STK (DIS) 800.000 SHS | $72,232 | $72,232 |
| ELI LILLY & CO (LLY) 10,700.000 SHS | $6,237,244 | $6,237,244 |
| ESSEX PPTY TR INC COM (ESS) 3,000.000 SHS | $743,820 | $743,820 |
| ILLUMINA INC (ILMN) 10,200.000 SHS | $1,420,248 | $1,420,248 |
| INTEL CORP (INTC) 17,975.000 SHS | $903,244 | $903,244 |
| JOHNSON AND JOHNSON COM (JNJ) 691.000 SHS | $108,307 | $108,307 |
| JOHNSON CONTROLS INTER (JCI) 20,000.000 SHS | $1,152,800 | $1,152,800 |
| JP MORGAN CHASE & CO 4.625% PFD STK SER LL 20,000.000 SHS | $417,600 | $417,600 |
| JPMORGAN CHASE & CO 4.550% PFD STK SER JJ 10,000.000 SHS | $205,000 | $205,000 |
| KENVUE INC (KVUE) 1,678.000 SHS | $36,127 | $36,127 |
| LOWE'S COMPANIES INC (LOW) 11,000.000 SHS | $2,448,050 | $2,448,050 |
| MCDONALDS CORP COM (MCD) 700.000 SHS | $207,557 | $207,557 |
| METLIFE INC 04.750% PFD STK SER F 10,000.000 SHS | $204,000 | $204,000 |
| MICROSOFT CORP (MSFT) 10,700.000 SHS | $4,023,628 | $4,023,628 |
| MONDELEZ INTERNATIONAL (MDLZ) 5,900.000 SHS | $427,337 | $427,337 |
| MORGAN STANLEY 04.250% PFD STK SER O 10,000.000 SHS | $190,700 | $190,700 |
| NOVARTIS AG-SPONSORED ADR (NVS) 5,000.000 SHS | $504,850 | $504,850 |
| ORACLE CORP (ORCL) 20,000.000 SHS | $2,108,600 | $2,108,600 |
| PAYPAL HOLDINGS INC SHS (PYPL) 3,000.000 SHS | $184,230 | $184,230 |
| PFIZER INC (PFE) 5,000.000 SHS | $143,950 | $143,950 |
| SANDOZ GROUP AG-ADR (SDZN) 1,000.000 SHS | $32,010 | $32,010 |
| SOUTHERN CO 04.2500% DUE 10/15/60 PFD STK 20,000.000 SHS | $397,000 | $397,000 |
| U.S. BANCORP 3.750% PFD STK 20,000.000 SHS | $331,600 | $331,600 |
| VERIZON COMMUNICATNS COM (VZ) 2,500.000 SHS | $94,250 | $94,250 |
| VORNADO REALTY TRUST 5.250% PFD STK 5,000.000 SHS | $75,000 | $75,000 |
| WALMART INC (WMT) 25,000.000 SHS | $3,941,250 | $3,941,250 |
| WALT DISNEY CO/THE (DIS) 970.000 SHS | $87,581 | $87,581 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,022,056 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,022,056 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK ESG CAP 25,000.000 QTY | FMV | $403,250 | $403,250 |
| BX STRATEGIC PARTNERS SECONDARIES IX FUND (OFFSHORE), LP 270.000 QTY | FMV | $288,835 | $288,835 |
| JPM MANAGED INCOME FD - USO - L (JMGIX) 263,706.580 QTY | FMV | $2,639,703 | $2,639,703 |
| JPMORGAN EQUITY PREMIUM INCO (JEPI) 17,575.000 QTY | FMV | $966,274 | $966,274 |
| JPMRGN PREFER & INC SEC-I 235,366.770 QTY | FMV | $2,158,313 | $2,158,313 |
| VORNADO REALTY TRUST (VNO) 48,688.000 QTY | FMV | $1,375,436 | $1,375,436 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $512 | $512 | $0 |
| BUSINESS REGISTRATION FEES | $31 | $0 | $31 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $0 | $614,883 | $0 |
| FEDERAL EXCISE TAX REFUND | $394,451 | $394,451 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $17,570,263 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $6,123 | Amt |
| Net Investment Income | $6,123 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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