JOSEPH AND ELIZABETH WILF FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND ELIZABETH WILF FOUNDATION INC (EIN 22-3411571)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-28
- IRS object ID
- 202521189349101622
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-28T16:17:43-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223411571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH AND ELIZABETH WILF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 9739248246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 MORRIS TURNPIKE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZYGMUNT WILF | PersonNm |
| Person Title | VICE PRESIDENT & TRUSTEE | PersonTitleTxt |
| Phone | 9739248246 | PhoneNum |
| Signature | 2025-04-28 | 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 | 2024 | 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 | $48,860,507 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $371 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $371 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,142,797 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,142,797 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,143,168 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,143,168 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,488 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,488 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,183 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,183 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $181 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,852 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,333 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,519 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $780,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $780,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $800,852 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,333 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $786,519 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,342,316 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,135,835 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,687 | CashBOYAmt |
| Cash EOY | $39,836 | CashEOYAmt |
| Cash EOYFMV | $39,836 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,359,863 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,092,569 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,092,569 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,672,089 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,876,501 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,876,501 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,665,608 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,441,601 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,441,601 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $403,250 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,410,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,410,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $41,105,497 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,860,507 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,860,507 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $41,105,497 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $48,860,507 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,105,497 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,860,507 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,105,497 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,860,507 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,105,497 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,342,316 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,412,694 | OtherIncreasesAmt |
| Subtotal | $48,860,507 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,860,507 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,788 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,788 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,788 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,911 | 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 | $17,911 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,123 | OverpaymentAmt |
| Applied To ES Tax | $2,123 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PKF O'CONNOR DAVIES ADVISORY LLC | IndividualWithBooksNm |
| Phone | 2122862600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEONARD WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | PRESIDENT & TRUSTEE | 0.25 | $0 | $0 | $0 |
| ZYGMUNT WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | VICE PRESIDENT & TRUSTEE | 0.25 | $0 | $0 | $0 |
| MARK WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | SECRETARY & TRUSTEE | 0.25 | $0 | $0 | $0 |
| ELIZABETH WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| DANIEL WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ELANA WILF TANZMAN | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| HALLE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JASON WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JONATHAN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ORIN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| RACHEL S WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| STEPHANIE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| STEVEN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $39,879,110 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,222,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,101,604 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,101,604 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $646,524 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,455,080 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,122,754 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,122,754 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,788 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,788 | TotalTaxAmt |
| Distributable Before Adj | $2,106,966 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,106,966 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,106,966 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $786,519 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $786,519 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,106,966 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $464,264 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $464,264 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $786,519 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $786,519 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $464,264 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $464,264 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $856,183 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH WILF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KEAN UNIVERSITY FOUNDATION INC | |||||||
| 1000 MORRIS AVENUE | UNION | NJ | 07083 | N/A | PC | SCHOLARSHIP SUPPORT | $30,000 |
| PARK EAST SYNAGOGUE | |||||||
| 164 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 |
| RABBINICAL COLLEGE OF AMERICA | |||||||
| PO BOX 1996 | MORRISTOWN | NJ | 07962 | N/A | PC | CAPITAL SUPPORT | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $780,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $371 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,142,797 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,143,168 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,143,168 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ELIZABETH WILF | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 MORRIS TURNPIKE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION FEES | CategoryTxt |
| Amt | $6,488 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,488 | 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 (54 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC 4.800% DUE 2/14/29 250,000.000 QTY | $247,020 | $247,020 |
| ANHEUSER-BUSCH INBEV 4.000% DUE 4/13/28 500,000.000 QTY | $490,840 | $490,840 |
| ANTHEM INC 4.101% DUE 3/1/28 500,000.000 QTY | $488,625 | $488,625 |
| AT&T INC 3.800% DUE 2/15/27 250,000.000 QTY | $245,268 | $245,268 |
| BANK OF NY MELLON CORP 3.000% DUE 10/30/28 250,000.000 QTY | $233,830 | $233,830 |
| BANK OF NY MELLON CORP 3.250% DUE 5/16/27 250,000.000 QTY | $242,628 | $242,628 |
| BRISTOL-MYERS SQUIBB CO 3.250% DUE 2/27/27 250,000.000 QTY | $243,900 | $243,900 |
| BRISTOL-MYERS SQUIBB CO 3.450% DUE 11/15/27 250,000.000 QTY | $243,015 | $243,015 |
| CIGNA CORP 4.125% DUE 11/15/25 250,000.000 QTY | $248,733 | $248,733 |
| CITIGROUP INC 3.400% DUE 5/1/26 250,000.000 QTY | $245,690 | $245,690 |
| CITIGROUP INC 4.600% DUE 3/9/26 250,000.000 QTY | $249,320 | $249,320 |
| COCA-COLA CO 2.125% DUE 9/6/29 500,000.000 QTY | $448,015 | $448,015 |
| CONSOLIDATED EDISON CO 4.000% DUE 12/1/28 250,000.000 QTY | $243,560 | $243,560 |
| CVS HEALTH CORP 3.250% DUE 8/15/29 250,000.000 QTY | $227,600 | $227,600 |
| DEERE & CO 3.100% DUE 4/15/30 250,000.000 QTY | $229,950 | $229,950 |
| ELI LILLY & CO 3.375% DUE 3/15/29 250,000.000 QTY | $238,090 | $238,090 |
| EXXON MOBIL CORP 3.482% DUE 3/19/30 250,000.000 QTY | $235,472 | $235,472 |
| GOLDMAN SACHS GROUP INC 3.750% DUE 5/22/25 250,000.000 QTY | $249,083 | $249,083 |
| GOLDMAN SACHS GROUP INC 5.950% DUE 1/15/27 250,000.000 QTY | $256,193 | $256,193 |
| HONEYWELL INT'L 4.950% DUE 2/15/28 250,000.000 QTY | $252,858 | $252,858 |
| HP INC 3.400% DUE 6/17/30 250,000.000 QTY | $229,113 | $229,113 |
| HUMANA INC 3.950% DUE 3/15/27 250,000.000 QTY | $245,220 | $245,220 |
| HUMANA INC 4.875% DUE 4/1/30 250,000.000 QTY | $244,613 | $244,613 |
| IBM CORP 4.500% DUE 2/6/28 250,000.000 QTY | $248,528 | $248,528 |
| INTEL CORP 3.150% DUE 5/11/27 250,000.000 QTY | $239,920 | $239,920 |
| JPMORGAN CHASE & CO 3.125% DUE 1/23/25 250,000.000 QTY | $249,763 | $249,763 |
| JPMORGAN CHASE & CO 3.300% DUE 4/1/26 250,000.000 QTY | $246,183 | $246,183 |
| MASTERCARD INC 3.350% DUE 3/26/30 375,000.000 QTY | $350,430 | $350,430 |
| MCDONALD'S CORP 3.600% DUE 7/1/30 250,000.000 QTY | $234,508 | $234,508 |
| MCKESSON CORP 3.950% DUE 2/16/28 500,000.000 QTY | $487,170 | $487,170 |
| METLIFE INC 3.600% DUE 11/13/25 250,000.000 QTY | $247,913 | $247,913 |
| MICROSOFT CORP 3.125% DUE 11/3/25 500,000.000 QTY | $494,780 | $494,780 |
| NORTHERN TRUST CORP 3.650% DUE 8/3/28 250,000.000 QTY | $241,403 | $241,403 |
| ORACLE CORP 4.500% DUE 5/6/28 250,000.000 QTY | $247,505 | $247,505 |
| PEPSICO INC 3.000% DUE 10/15/27 250,000.000 QTY | $240,675 | $240,675 |
| PFIZER INC 3.000% DUE 12/15/26 500,000.000 QTY | $486,460 | $486,460 |
| PHILIP MORRIS INTL INC 3.125% DUE 3/2/28 250,000.000 QTY | $237,835 | $237,835 |
| PHILIP MORRIS INTL INC 3.375% DUE 8/11/25 250,000.000 QTY | $248,005 | $248,005 |
| PNC BANK NA 3.250% DUE 1/22/28 250,000.000 QTY | $239,380 | $239,380 |
| PNC BANK NA 4.050% DUE 7/26/28 250,000.000 QTY | $241,513 | $241,513 |
| QUEST DIAGNOSTICS INC 3.450% DUE 6/1/26 250,000.000 QTY | $245,908 | $245,908 |
| SOUTHERN CO 3.250% DUE 7/1/26 250,000.000 QTY | $244,848 | $244,848 |
| STARBUCKS CORP 2.250% DUE 3/12/30 500,000.000 QTY | $438,290 | $438,290 |
| STATE STREET CORP 3.550% DUE 8/18/25 250,000.000 QTY | $248,490 | $248,490 |
| TARGET CORP 2.650% DUE 9/15/30 500,000.000 QTY | $445,680 | $445,680 |
| UNITEDHEALTH GROUP INC 3.100% DUE 3/15/26 250,000.000 QTY | $246,328 | $246,328 |
| UNITEDHEALTH GROUP INC 3.875% DUE 12/15/28 250,000.000 QTY | $241,758 | $241,758 |
| US BANCORP 3.150% DUE 4/27/27 500,000.000 QTY | $483,870 | $483,870 |
| VERIZON COMMS 3.875% DUE 2/8/29 125,000.000 QTY | $120,564 | $120,564 |
| WALMART INC 3.700% DUE 6/26/28 500,000.000 QTY | $488,535 | $488,535 |
| WALT DISNEY CO 3.375% DUE 11/15/26 250,000.000 QTY | $244,668 | $244,668 |
| WASTE MANAGEMENT INC 3.150% DUE 11/15/27 250,000.000 QTY | $240,490 | $240,490 |
| WELLS FARGO & CO 3.000% DUE 2/19/25 250,000.000 QTY | $249,305 | $249,305 |
| WELLS FARGO & CO VAR% DUE 5/22/28 250,000.000 QTY | $242,260 | $242,260 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVALONBAY CMMUN INC (AVB) 18,500.000 QTY | $4,069,445 | $4,069,445 |
| BANK OF AMERICA CORP PFD STK SER KK 5.375% 10,000.000 QTY | $226,700 | $226,700 |
| BANK OF AMERICA CORP PFD STK SER PP 4.125% 10,000.000 QTY | $183,100 | $183,100 |
| CHEVRON CORP (CVX) 8,000.000 QTY | $1,158,720 | $1,158,720 |
| JOHNSON & JOHNSON CO (JNJ) 998.000 QTY | $144,331 | $144,331 |
| JP MORGAN CAHSE & CO PFD STK SER LL 4.625% 80,000.000 QTY | $1,666,400 | $1,666,400 |
| KENVUE INC (KVUE) 2,425.000 QTY | $51,774 | $51,774 |
| MCDONALDS CORP (MCD) 1,000.000 QTY | $289,890 | $289,890 |
| MICROSOFT CORP (MSFT) 19,700.000 QTY | $8,303,550 | $8,303,550 |
| REGENERON PHARMACTCLS (REGN) 2,000.000 QTY | $1,424,660 | $1,424,660 |
| SOUTHERN CO PERPETUAL 4.200% 20,000.000 QTY | $378,200 | $378,200 |
| TAIWAN MANUFCTURING ADR (TSM) 20,000.000 QTY | $3,949,800 | $3,949,800 |
| US BANCORP PFD STK 3.750% 20,000.000 QTY | $337,600 | $337,600 |
| VERIZON COMMUNICATIONS (VZ) 3,400.000 QTY | $135,966 | $135,966 |
| WALMART INC (WMT) 3,900.000 QTY | $352,365 | $352,365 |
| WELLS FARGO & CO PFD STK SER Z 4.750% 10,000.000 QTY | $204,000 | $204,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK ESG CAPITAL (ECAT) 25,000.000 QTY | FMV | $410,000 | $410,000 |
| STATE OF ISRAEL BOND - 12TH JUBILEE FIX 2Y 4.730% DUE 3/1/26 | FMV | $1,000,000 | $1,000,000 |
| STATE OF ISRAEL BOND - 12TH JUBILEE FIX 3Y 4.810% DUE 3/1/27 | FMV | $1,000,000 | $1,000,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $150 | $150 | $0 |
| ADMINISTRATIVE EXPENSES | $31 | $0 | $31 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,412,694 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $7,000 | $0 | $0 |
| FOREIGN TAXES | $7,183 | $7,183 | $0 |
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