WILF FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WILF FAMILY FOUNDATION (EIN 22-6075840)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-05-07
- IRS object ID
- 202511279349101451
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T10:31:55-05:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | 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 | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226075840 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILF FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILF | 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 | LEONARD WILF | PersonNm |
| Person Title | PRESIDENT & TRUSTEE | PersonTitleTxt |
| Phone | 9739248246 | PhoneNum |
| Signature | 2025-05-07 | 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 | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $69,974,352 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,592 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,592 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,935,258 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,935,258 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,152,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,275,696 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,152,341 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,398,629 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,454 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,494,820 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,123,645 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $220,769 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $220,769 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $23,448 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,448 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,092 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,092 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $548,940 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,940 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $499,000 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,014 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $180 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,834 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $858,263 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,120 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $808,143 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,497,297 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,497,297 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,355,560 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,120 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,305,440 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,860,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,073,525 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $915,808 | CashBOYAmt |
| Cash EOY | $572,766 | CashEOYAmt |
| Cash EOYFMV | $572,766 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,693,691 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,326,296 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,326,296 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,144,896 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,319,663 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,319,663 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $24,125,334 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $30,422,956 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $30,422,956 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $24,628,726 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,332,671 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,332,671 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $74,508,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,974,352 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,974,352 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $74,508,455 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $69,974,352 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,508,455 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,974,352 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,508,455 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,974,352 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,508,455 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,860,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,326,637 | OtherIncreasesAmt |
| Subtotal | $69,974,352 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,974,352 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $22,275,696 | GrossSalesPriceAmt |
| Cost Or Other Basis | $20,123,355 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,152,341 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,152,341 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,152,341 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70,522 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $70,522 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $70,522 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,367 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $80,367 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,845 | OverpaymentAmt |
| Applied To ES Tax | $9,845 | 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 | 1.00 | $0 | $0 | $0 |
| ZYGMUNT WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | VICE PRESIDENT & TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARK WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | SECRETARY & TRUSTEE | 1.00 | $0 | $0 | $0 |
| ORIN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TREASURER & TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELANA WILF TANZMAN | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JASON WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JONATHAN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DANIEL WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HALLE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RACHEL S WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEPHANIE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ELLEN LAWRENCE | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $220,769 | CompensationAmt |
| Employee Benefits | $3,213 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BELIN CONSULTING | |||||
| 29 EAST 9TH STREET 21 | NEW YORK | NY | 10003 | PHILANTHROPIC CONSULTING | $400,000 |
| BERLINROSEN | |||||
| 15 MAIDEN LANE 1600 | NEW YORK | NY | 10038 | COMMUNICATIONS CONSULTING | $99,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $62,414,948 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,547,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,962,435 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,962,435 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,079,437 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,882,998 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,544,150 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,544,150 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,522 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70,522 | TotalTaxAmt |
| Distributable Before Adj | $3,473,628 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,473,628 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,473,628 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,305,440 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,305,440 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,473,628 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,133,192 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,212,782 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,312,665 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,642,760 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,301,399 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,305,440 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,473,628 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,831,812 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,133,211 | 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 | $31,133,211 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,133,192 | ExcessFromYear4Amt |
| Excess From Year3 | $2,212,782 | ExcessFromYear3Amt |
| Excess From Year2 | $4,312,665 | ExcessFromYear2Amt |
| Excess From Year1 | $8,642,760 | ExcessFromYear1Amt |
| Excess From Current Year | $14,831,812 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ZYGMUNT WILF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICA GIVES INC | |||||||
| 228 PARK AVE S 71410 | NEW YORK | NY | 10003 | N/A | PC | GENERAL SUPPORT | $10,000 |
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | |||||||
| 55 WEST 39TH STREET | NEW YORK | NY | 10018 | N/A | PC | CAPITAL SUPPORT | $200,000 |
| AMERICAN FRIENDS OF MDA | |||||||
| 20 WEST 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | MEMORIAL DONATION | $918 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| ONE BATTERY PARK PLAZA | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | N/A | PC | CAPITAL SUPPORT | $200,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $200,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | N/A | PC | PROGRAM SUPPORT | $200,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 209 FAIRFIELD ROAD | FAIRFIELD | NJ | 07004 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| AMERICAN SOCIETY FOR HOLOCAUST REMEBRANCE | |||||||
| 492C CEDAR LANE SUITE 327 | TEANECK | NJ | 07666 | N/A | PC | GENERAL SUPPORT | $250,000 |
| APPEAL OF CONSCIENCE FOUNDATION | |||||||
| 251 EAST 71ST STREET | NEW YORK | NY | 10021 | N/A | PC | GENERAL SUPPORT | $10,000 |
| ATIME | |||||||
| 1310 48TH STREET SUITE 406 | BROOKLYN | NY | 11219 | N/A | PC | GENERAL SUPPORT | $1,000 |
| ATLANTIC HEALTH SYSTEM INC | |||||||
| 46-48 BEAUVOIR AVENUE | SUMMIT | NJ | 07901 | N/A | PC | CAPITAL SUPPORT | $400,000 |
| BELEV ECHAD INC | |||||||
| 1766 2ND AVENUE | NEW YORK | NY | 10128 | N/A | PC | PROGRAM SUPPORT | $100,000 |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY SUITE 1720 | NEW YORK | NY | 10271 | N/A | PC | PROGRAM SUPPORT | $350,000 |
| CAMELBACK VENTURES | |||||||
| 9169 W STATE STREET | GARDEN CITY | LA | 83714 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| CENTER FOR HOLOCAUST HUMAN RIGHTS &GENOCIDE EDUCATION INC (CHHANGE) | |||||||
| 765 NEWMAN SPRINGS RD | LINCROFT | NJ | 07738 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CENTRAL FUND OF ISRAEL | |||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 11516 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| CHABAD AT VANDERBILT | |||||||
| 3116 BELWOOD STREET | NASHVILLE | TN | 37203 | N/A | PC | CAPITAL SUPPORT | $50,000 |
| CHABAD CENTER OF NORTHWEST NJ | |||||||
| 1 TORAH WAY | ROCKAWAY | NJ | 07866 | N/A | PC | GENERAL SUPPORT | $3,600 |
| CHABAD HOUSE-LUBAVITCH | |||||||
| 170 COLLEGE AVE | NEW BRUNSWICK | NJ | 08901 | N/A | PC | GENERAL SUPPORT | $25,000 |
| COLEL CHABAD | |||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CONGREGATION AHAVAS YISRAEL | |||||||
| 1587 ROUTE 27 | EDISON | NJ | 08817 | N/A | PC | GENERAL SUPPORT | $1,000 |
| DEAL FIRST AID SQUAD INC | |||||||
| 110 BRIGHTON AVENUE | DEAL | NJ | 07723 | N/A | PC | GENERAL SUPPORT | $500 |
| EAST BRUNSWICK ARTS COALITION | |||||||
| 1 CIVIC CENTER DRIVE | EAST BRUNSWICK | NJ | 08816 | N/A | PC | GENERAL SUPPORT | $5,000 |
| EVANS SCHOLARS FOUNDATION | |||||||
| 2501 PATRIOT BLVD | GLENVIEW | IL | 60026 | N/A | PC | SCHOLARSHIPS | $150,000 |
| FAMILY PROMISE | |||||||
| 46 PARK STREET | MONTCLAIR | NJ | 07042 | N/A | PC | PROGRAM SUPPORT | $6,000 |
| FREEHOLD FOOTBALL INC | |||||||
| 320 MOUNTS CORNER DRIVE 215 | FREEHOLD | NJ | 07728 | N/A | PC | GENERAL SUPPORT | $500 |
| FRIENDS OF JERUSALEM INSTITUTE FOR STRATEGY | |||||||
| 8644 LITTLE SWIFT CIRCLE | JACKSONVILLE | FL | 32256 | N/A | PC | GENERAL SUPPORT | $5,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | N/A | PC | GENERAL SUPPORT | $12,200 |
| HAROLD GRINSPOON FOUNDATION | |||||||
| HUNT STREET | AGAWAM | MA | 01001 | N/A | PC | PROGRAM SUPPORT | $200,000 |
| HEART OF FLORIDA UNITED WAY | |||||||
| 1940 CANNERY WAY | ORLANDO | FL | 32804 | N/A | PC | PROGRAM SUPPORT | $100,000 |
| HOLOCAUST RESOURCE FOUNDATION INC | |||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | N/A | PC | GENERAL SUPPORT | $30,000 |
| IMMACULATE CONCEPTION HIGH SCHOOL | |||||||
| 33 COTTAGE PLACE | MONTCLAIR | NJ | 07042 | N/A | PC | GENERAL SUPPORT | $1,000 |
| INTERNATIONAL MARCH OF THE LIVING INC | |||||||
| 2 W 45TH ST SUITE 1500 | NEW YORK | NY | 10036 | N/A | PC | SCHOLARSHIPS | $200,000 |
| ISRAEL INSTITUTE INC | |||||||
| 11718 ENID DRIVE | POTOMAC | MD | 20854 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| JCC METROWEST | |||||||
| 760 NORTHFIELD ROAD | WEST ORANGE | NJ | 07052 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| JEWISH COMMUNITY HOUSING CORPORATION | |||||||
| 651 WEST MOUNT PLEASANT AVENUE | LIVINGSTON | NJ | 07039 | N/A | PC | GENERAL SUPPORT | $2,500 |
| JEWISH COMMUNITY HOUSING CORPORATION | |||||||
| 651 WEST MOUNT PLEASANT AVENUE | LIVINGSTON | NJ | 07039 | N/A | PC | CAPITAL SUPPORT | $200,000 |
| JEWISH FAMILY SERVICE OF CENTRAL NJ | |||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| JEWISH FAMILY SERVICE OF METROWEST NJ | |||||||
| 256 COLUMBIA TURNPIKESUITE 105 | FLORHAM PARK | NJ | 07932 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| JEWISH FEDERATION OF GREATER METROWEST NJ | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | N/A | PC | GENERAL SUPPORT | $100,000 |
| JEWISH FEDERATION OF GREATER METROWEST NJ | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | N/A | PC | PROGRAM SUPPORT | $8,528,279 |
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM | FL | 33409 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | N/A | PC | PROGRAM SUPPORT | $625,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | PC | GENERAL SUPPORT | $1,800 |
| JEWISH VOCATIONAL SERVICES OF METROWEST | |||||||
| 354 EISENHOWER PARKWAY SUITE 2150 | LIVINGSTON | NJ | 07039 | N/A | PC | GENERAL SUPPORT | $5,000 |
| LEMONTREE FOODS INC | |||||||
| 228 PARK AVENUE SOUTH | NEW YORK | NY | 10003 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| MEDAL OF HONOR MUSEUM FOUNDATION | |||||||
| 1717 EAST RANDOL MILL RD SUITE 301 | ARLINGTON | TX | 76011 | N/A | PC | CAPITAL SUPPORT | $100,000 |
| MINNESOTA VIKINGS FOUNDATION | |||||||
| 2600 VIKINGS CIRCLE | EAGAN | MN | 55121 | N/A | PC | PROGRAM SUPPORT | $100,000 |
| MORSELIFE FOUNDATION INC | |||||||
| 4847 DAVID MACK DRIVE | WEST PALM | FL | 33417 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| NATIONAL LIBRARY OF ISRAEL USA | |||||||
| 25 WEST 45TH STREETSUITE 504 | NEW YORK | NY | 10036 | N/A | PC | CAPITAL SUPPORT | $300,000 |
| NATIONAL RAMAH COMMISSION INC | |||||||
| 3080 BROADWAY 4TH FLOOR | NEW YORK | NY | 10027 | N/A | PC | PROGRAM SUPPORT | $36,000 |
| NEW YORK CITY POLICE FOUNDATION INC | |||||||
| 555 FIFTH AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $10,000 |
| NJY CAMPS | |||||||
| 21 PLYMOUTH STREET | FAIRFIELD | NJ | 07004 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| PALM BEACH ORTHODOX SUNAGOGUE | |||||||
| 120 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | N/A | PC | GENERAL SUPPORT | $5,000 |
| PAPER MILL PLAYHOUSE | |||||||
| 22 BROOKSIDE DRIVE | MILLBURN | NJ | 07041 | N/A | PC | GENERAL SUPPORT | $25,000 |
| PENCIL INC | |||||||
| 30 W 26TH STREET 5TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH STREET NW SUITE 400 N | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $10,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | PROGRAM SUPPORT | $250,000 |
| PRINCETON UNIVERSITY | |||||||
| 100 OVERLOOK CENTER SUITE 300 | PRINCETON | NJ | 08540 | N/A | PC | GENERAL SUPPORT | $5,000 |
| PROTECT & SERVE FOUNDATION INC | |||||||
| 36 BLUEBIRD WAY | RARITAN | NJ | 08869 | N/A | PC | GENERAL SUPPORT | $1,000 |
| RABBINICAL COLLEGE OF AMERICA | |||||||
| PO BOX 1996 | MORRISTOWN | NJ | 07962 | N/A | PC | CAPITAL SUPPORT | $750,000 |
| RABBINICAL COLLEGE OF AMERICA | |||||||
| PO BOX 1996 | MORRISTOWN | NJ | 07962 | N/A | PC | GENERAL SUPPORT | $35,000 |
| REPAIR THE WORLD INC | |||||||
| 25 BROADWAY 17TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| 335 GEORGE STREET SUITE 400 | NEW BRUNSWICK | NJ | 08901 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| SD FOUNDATION AKA VOTING RIGHTS LAB | |||||||
| 611 PENNSYLVANIA AVENUE SUITE 201 | WASHINGTON | DC | 20003 | N/A | PC | PROGRAM SUPPORT | $150,000 |
| SELFHELP COMMUNITY SERVICES | |||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL SUPPORT | $500 |
| THE FRIENDS OF THE ISRAEL ANTIQUITIES AUTHORITY INC | |||||||
| 51 W 52ND STREET 31ST FLOOT | NEW YORK | NY | 10019 | N/A | PC | CAPITAL SUPPORT | $500,000 |
| THE MIRYAM INSTITUTE INC | |||||||
| PO BOX 243 | GREAT NECK | NY | 11022 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| THE ROSE HOUSE | |||||||
| PO BOX 544 | CEDAR KNOLLS | NJ | 07927 | N/A | PC | GENERAL SUPPORT | $500 |
| THE YOUNG SCHOLARS INSTITUTE | |||||||
| 349 W STATE STREET | TRENTON | NJ | 08618 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $25,000 |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PC | PROGRAM SUPPORT | $200,000 |
| UNITED WAY OF GREATER UNION COUNTY | |||||||
| 219 CENTRAL AVENUE | RAHWAY | NJ | 07065 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| UNIVERSITY OF PENNSYLVANIA HILLEL | |||||||
| 215 SOUTH 39TH STREET | PHILADELPHIA | PA | 19104 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 60 EAST 42ND STREET SUITE 2540 | NEW YORK | NY | 10165 | N/A | PC | GENERAL SUPPORT | $18,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2201 WEST END AVENUE | NASHVILLE | TN | 37240 | N/A | PC | SCHOLARSHIPS | $1,000,000 |
| WEST PALM GOLF COMMUNITY TRUST INC | |||||||
| 7301 GEORGIA AVENUE | WEST PALM BEACH | FL | 33405 | N/A | PC | GENERAL SUPPORT | $10,000 |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | N/A | PC | GENERAL SUPPORT | $250,000 |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | N/A | PC | SCHOLARSHIPS | $1,010,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,497,297 | 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 | $8,592 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,935,258 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $23,629 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,152,341 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDED AMOUNT FROM NONPROFIT FINANCE FUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,375,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,494,820 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,494,820 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION FEES | CategoryTxt |
| Amt | $37,092 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,092 | 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 (78 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WASTE MANAGEMENT INC 3.150% DUE 11/15/27 250,000.000 SHS | $240,455 | $240,455 |
| PNC BANK 3.250% DUE 1/22/28 250,000.000 SHS | $239,013 | $239,013 |
| ANTHEM INC 4.101% DUE 3/1/28 500,000.000 SHS | $490,380 | $490,380 |
| UNILEVER CAPITAL CORP 3.500% DUE 3/22/2/8 250,000.000 SHS | $242,505 | $242,505 |
| UNITEDHEALTH GROUP INC 3.850% DUE 6/15/28 250,000.000 SHS | $244,168 | $244,168 |
| CITIGROUP INC 4.125% DUE 7/25/28 250,000.000 SHS | $243,793 | $243,793 |
| NORTHERN TRUST CORP 3.650% DUE 8/3/28 250,000.000 SHS | $242,455 | $242,455 |
| BANK OF NY MELLON CORP 3.000% DUE 10/30/28 250,000.000 SHS | $234,088 | $234,088 |
| ANHEUSER-BUSCH INBEV 4.750% DUE 1/23/29 250,000.000 SHS | $251,120 | $251,120 |
| MERCK & CO INC 3.400% DUE 3/7/29 750,000.000 SHS | $717,285 | $717,285 |
| PFIZER INC 3.450% DUE 3/15/29 250,000.000 SHS | $239,830 | $239,830 |
| PNC FINANCIAL SERVICES 3.450% DUE 4/23/29 250,000.000 SHS | $237,503 | $237,503 |
| NORTHERN TRUST CORP 3.150% DUE 5/3/29 250,000.000 SHS | $235,818 | $235,818 |
| MCKESSON CORP 4.750% DUE 5/30/29 250,000.000 SHS | $249,908 | $249,908 |
| HOME DEPOT INC 2.950% DUE 6/15/29 250,000.000 SHS | $233,290 | $233,290 |
| WALMART INC 3.250% DUE 7/8/29 500,000.000 SHS | $480,110 | $480,110 |
| US BANCORP 3.000% DUE 7/30/29 250,000.000 SHS | $229,538 | $229,538 |
| HONEYWELL INTERNATIONAL 2.700% DUE 8/15/29 250,000.000 SHS | $230,725 | $230,725 |
| STARBUCKS CORP 3.550% DUE 8/15/29 250,000.000 SHS | $238,183 | $238,183 |
| CATERPILLAR INC 2.600% DUE 9/19/29 250,000.000 SHS | $228,760 | $228,760 |
| THERMO FISHER SCIENTIFIC 2.600% DUE 10/1/29 250,000.000 SHS | $228,210 | $228,210 |
| INTEL CORP 2.450% DUE 11/15/29 250,000.000 SHS | $220,005 | $220,005 |
| STATE STREET CORP VAR% DUE 12/3/29 250,000.000 SHS | $243,988 | $243,988 |
| TARGET CORP 2.350% DUE 2/15/30 250,000.000 SHS | $223,660 | $223,660 |
| GOLDMAN SACHS GROUP INC 3.800% DUE 3/15/30 250,000.000 SHS | $236,580 | $236,580 |
| WALT DISNEY COMPANY 3.800% DUE 3/22/30 250,000.000 SHS | $240,030 | $240,030 |
| METLIFE INC 4.550% DUE 3/23/30 250,000.000 SHS | $248,240 | $248,240 |
| CATERPILLAR INC 2.600% DUE 4/9/30 250,000.000 SHS | $226,438 | $226,438 |
| QUEST DIAGNOSTICS INC 2.950% DUE 6/30/30 250,000.000 SHS | $226,040 | $226,040 |
| COCA-COLA CO 2.000% DUE 3/5/31 250,000.000 SHS | $215,320 | $215,320 |
| AMAZON.COM 2.100% DUE 5/21/31 250,000.000 SHS | $214,845 | $214,845 |
| GNMA CMO 2004 5.500% DUE 2/20/34 500,000.000 SHS | $101,577 | $101,577 |
| GNMA CMO 2008 6.000% DUE 8/16/38 8,250,000.000 SHS | $1,506,219 | $1,506,219 |
| HP ENTERPRISE CO 4.900% DUE 10/15/25 500,000.000 SHS | $500,321 | $500,321 |
| NOVARTIS CAP CORP 3.000% DUE 11/20/25 350,000.000 SHS | $345,171 | $345,171 |
| MORGAN STANLEY 5.000% DUE 11/24/25 350,000.000 SHS | $350,900 | $350,900 |
| IBM CORP 4.500% DUE 2/6/26 350,000.000 SHS | $349,609 | $349,609 |
| APPLE INC 0.700% DUE 2/8/26 350,000.000 SHS | $334,191 | $334,191 |
| GOLDMAN SACHS GROUP INC 3.750% DUE 2/25/26 350,000.000 SHS | $345,787 | $345,787 |
| COMCAST CORP 3.150% DUE 3/1/26 350,000.000 SHS | $343,688 | $343,688 |
| EXXON MOBIL CORP 3.043% DUE 3/1/26 350,000.000 SHS | $343,734 | $343,734 |
| JPMORGAN CHASE & CO VAR% DUE 4/22/26 350,000.000 SHS | $345,117 | $345,117 |
| WELLS FARGO & CO VAR% DUE 4/25/26 350,000.000 SHS | $347,922 | $347,922 |
| BK OF AMER CORP VAR% DUE 6/19/26 350,000.000 SHS | $341,832 | $341,832 |
| WSTRN MN MUNI PWR AGY 2.545% DUE 1/1/28 500,000.000 SHS | $475,065 | $475,065 |
| TIME WARNER INC 6.950% DUE 1/15/28 200,000.000 SHS | $202,786 | $202,786 |
| DALLAS-FORT WORTH TX INTL ARPT 2.434% DUE 11/1/28 250,000.000 SHS | $232,048 | $232,048 |
| DALLAS-FORT WORTH TX INTL ARPT 2.554% DUE 11/1/30 100,000.000 SHS | $89,661 | $89,661 |
| MICROSOFT CORP 4.200% DUE 11/3/35 250,000.000 SHS | $242,631 | $242,631 |
| FNMA 2007-30 CL KZ 5.000% DUE 4/25/37 900,000.000 SHS | $407,222 | $407,222 |
| FHLMC 3393 CL BY 5.500% DUE 11/15/37 200,000.000 SHS | $8,986 | $8,986 |
| CITIGROUP INC VAR% DTD 9/21/23 1,000,000.000 SHS | $1,064,016 | $1,064,016 |
| CITIGROUP VAR% DTD 4/24/15 500,000.000 SHS | $498,203 | $498,203 |
| KEYCORP VAR% DTD 9/9/16 250,000.000 SHS | $240,308 | $240,308 |
| PNC FINL SERVICES VAR% DTD 11/1/16 100,000.000 SHS | $98,771 | $98,771 |
| JPMORGAN CHASE & CO VAR% DTD 10/20/17 500,000.000 SHS | $504,462 | $504,462 |
| CHARLES SCHWAB CORP VAR% DTD 10/31/17 250,000.000 SHS | $238,901 | $238,901 |
| BK OF AMER CORP VAR% DTD 3/15/18 1,250,000.000 SHS | $1,261,546 | $1,261,546 |
| VOYA FINL INC VAR% DTD 9/12/18 250,000.000 SHS | $263,783 | $263,783 |
| TRUIST FINL CORP VAR% DTD 7/29/19 250,000.000 SHS | $248,665 | $248,665 |
| TRUIST FINL CORP VAR% DTD 12/9/19 250,000.000 SHS | $250,137 | $250,137 |
| CITIGROUP INC VAR% DTD 1/23/20 500,000.000 SHS | $496,752 | $496,752 |
| METLIFE INC VAR% DTD 9/10/20 500,000.000 SHS | $489,283 | $489,283 |
| MORGAN STANLEY VAR% DTD 10/2/20 250,000.000 SHS | $257,790 | $257,790 |
| MORGAN STANLEY VAR% DTD 10/2/21 250,000.000 SHS | $250,672 | $250,672 |
| CITIGROUP VAR% DTD 12/10/20 500,000.000 SHS | $486,558 | $486,558 |
| WELLS FARGO & CO VAR% DTD 1/26/21 500,000.000 SHS | $484,241 | $484,241 |
| CAP ONE FINL CO VAR% DTD 6/10/21 500,000.000 SHS | $470,532 | $470,532 |
| CITIGROUP INC VAR% DTD 10/27/21 500,000.000 SHS | $478,217 | $478,217 |
| GOLDMAN SACHS GROUP INC VAR% DTD 10/29/21 1,000,000.000 SHS | $957,556 | $957,556 |
| BK OF AMER CORP VAR% DTD 1/25/22 500,000.000 SHS | $481,601 | $481,601 |
| PNC FINL SERVICES VAR% DTD 8/19/22 250,000.000 SHS | $252,089 | $252,089 |
| CITIGROUP INC VAR% DTD 3/6/24 500,000.000 SHS | $520,377 | $520,377 |
| JPMORGAN CHASE & CO VAR% DTD 3/12/24 1,500,000.000 SHS | $1,585,022 | $1,585,022 |
| GOLDMAN SACHS GROUP INC VAR% DTD 4/23/24 500,000.000 SHS | $524,274 | $524,274 |
| WELLS FARGO & CO VAR% DTD 7/23/24 500,000.000 SHS | $515,507 | $515,507 |
| CITIGROUP INC VAR% DTD 7/30/24 500,000.000 SHS | $529,160 | $529,160 |
| GOLDMAN SACHS GROUP INC VAR% DTD 9/26/24 1,500,000.000 SHS | $1,487,783 | $1,487,783 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC PFD STK 5.000% PERP SERIES A 20,000.000 SHS | $434,000 | $434,000 |
| BANK OF AMERICA CORP PFD STK 5.375% 10,000.000 SHS | $241,800 | $241,800 |
| CAPITAL ONE FINCL CO PFD STK 4.800% SER J 10,000.000 SHS | $196,200 | $196,200 |
| JP MORGAN CHASE & CO PFD STK 4.625% SER LL 20,000.000 SHS | $441,600 | $441,600 |
| JP MORGAN CHASE & CO PFD STK 4.550% SER JJ 10,000.000 SHS | $216,200 | $216,200 |
| METLIFE INC PFD STK 4.750% SER F 10,000.000 SHS | $219,200 | $219,200 |
| SOUTHERN CO PFD STK 4.750% SER 2020C 20,000.000 SHS | $411,000 | $411,000 |
| US BANCORP PFD STK 3.750% 20,000.000 SHS | $348,000 | $348,000 |
| VORNADO REALTY TRUST PFD STK 5.250% SER M 5,000.000 SHS | $91,150 | $91,150 |
| ALPHABET INC (GOOGL) 20,000.000 SHS | $3,422,200 | $3,422,200 |
| AMAZON.COM INC (AMZN) 38,400.000 SHS | $7,157,760 | $7,157,760 |
| AVALONBAY CMMUN INC (AVB) 15,000.000 SHS | $3,324,150 | $3,324,150 |
| VISA INC CL A (V) 3,000.000 SHS | $869,550 | $869,550 |
| GENERAL MOTORS CO (GM) 4,175.000 SHS | $211,923 | $211,923 |
| INTERNATIONAL BUSINESS MACHINES CORP (IBM) 19,458.000 SHS | $4,022,358 | $4,022,358 |
| KYNDRYL HOLDINGS INC (KD) 3,891.000 SHS | $89,065 | $89,065 |
| ALLSTATE CORP PFD STK 5.100% (ALLPH) 2,000.000 SHS | $45,540 | $45,540 |
| AT&T INC PFD STK (TPA) 14,000.000 SHS | $303,800 | $303,800 |
| AT&T INC PFD STK (TPC) 5,800.000 SHS | $119,480 | $119,480 |
| BANK OF AMERICA CORP PFD STK (BACPB) 15,000.000 SHS | $383,400 | $383,400 |
| BANK OF AMERICA CORP PFD STK (BACPM) 15,000.000 SHS | $362,700 | $362,700 |
| BANK OF AMERICA CORP PFD STK (BACPN) 9,000.000 SHS | $202,410 | $202,410 |
| BANK OF AMERICA CORP PFD STK (BACPO) 7,200.000 SHS | $143,784 | $143,784 |
| BANK OF AMERICA CORP PFD STK (BACPP) 2,000.000 SHS | $37,680 | $37,680 |
| DUKE ENERGY CORP (DUKPA) 5,000.000 SHS | $125,800 | $125,800 |
| JP MORGAN CHASE & CO PFD STK (JPMPK) 13,625.000 SHS | $294,573 | $294,573 |
| JP MORGAN CHASE & CO PFD STK (JPMPJ) 6,000.000 SHS | $137,640 | $137,640 |
| JP MORGAN CHASE & CO PFD STK (JPMPC) 10,000.000 SHS | $257,100 | $257,100 |
| WELLS FARGO & CO (WFCPZ) 10,000.000 SHS | $209,600 | $209,600 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK ESG CAPITAL 25,000.000 SHS | FMV | $429,000 | $429,000 |
| ANTARES STRATEGIC CREDIT FUND | FMV | $2,616,615 | $2,616,615 |
| BLACKROCK CORP HI YLD (HYT) 6,723.000 SHS | FMV | $66,423 | $66,423 |
| JPM STRAT INC OPP FD (JSOSX) 137,026.590 SHS | FMV | $1,564,844 | $1,564,844 |
| JPM SHORT DURATION BD FD (HLLVX) 45,029.030 SHS | FMV | $486,764 | $486,764 |
| JPM FLOAT RATE INC FD (JPHSX) 489,873.340 SHS | FMV | $4,159,025 | $4,159,025 |
| STATE OF ISRAEL BOND - 10TH JUBILEE FIX 10Y 3.500% DUE 12/1/26 | FMV | $250,000 | $250,000 |
| STATE OF ISRAEL BOND - 12TH JUBILEE FIX 5Y 1.830 DUE 12/1/26 | FMV | $195,000 | $195,000 |
| STATE OF ISRAEL BOND - 12TH JUBILEE FIX 5Y 2.730 DUE 4/1/24 | FMV | $565,000 | $565,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $180 | $180 | $0 |
| BUSINESS REGISTRATION FEES | $31 | $0 | $31 |
| OFFICE EXPENSES | $14,970 | $0 | $14,970 |
| ADMINISTRATIVE FEES | $2,963 | $0 | $2,963 |
| INSURANCE | $9,362 | $0 | $9,362 |
| DUES AND SUBSCRIPTIONS | $170 | $0 | $170 |
| FILING FEES | $338 | $0 | $338 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $23,629 | $27,454 | $23,629 |
| REFUNDED AMOUNT FROM NONPROFIT FINANCE FUND | $1,375,000 | $1,375,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT TO COST TO RECOGNIZE CORRECT REALIZED GAIN ON SALE OF SECURITIES | $825 |
| UNREALIZED GAIN ON INVESTMENTS | $7,325,812 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PHILANTHROPIC CONSULTING | $400,000 | $0 | $400,000 |
| COMMUNICATIONS CONSULTING | $99,000 | $0 | $99,000 |
| INVESTMENT CONSULTING FEES | $48,000 | $48,000 | $0 |
| INVESTMENT MANAGEMENT FEES | $1,940 | $1,940 | $0 |
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