THE MARK AND JANE WILF FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE MARK AND JANE WILF FAMILY FOUNDATION INC (EIN 75-3224210)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202303159349100300
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T23:03:23-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753224210 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARK AND JANE WILF | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | 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 | MARK WILF | PersonNm |
| Person Title | PRESIDENT & TRUSTEE | PersonTitleTxt |
| Phone | 9739248246 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | WILF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,807,877 | 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 | $2,933,640 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,895 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,895 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $455,320 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $455,320 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $206,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,383,006 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,713,361 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,600,579 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,173,576 | 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 | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $292,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $295,531 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,031 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $758,240 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $758,240 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,053,771 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $761,271 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,546,808 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,173,576 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,012,451 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,660,494 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,660,494 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $546,298 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $23,932,329 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,765,615 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,765,615 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,902,431 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,902,431 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,479,337 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,479,337 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $29,491,078 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,807,877 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,807,877 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $29,491,078 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $30,807,877 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,491,078 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,807,877 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,491,078 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,807,877 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,491,078 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,546,808 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,584,389 | OtherIncreasesAmt |
| Subtotal | $38,622,275 | SubtotalAmt |
| Other Decreases | $7,814,398 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,807,877 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,758,021 | $2,551,547 | $206,474 | $206,474 | |||
| TESLA, INC (TSLA) 6,000.000 SHARES | $954,540 | $77,820 | $876,720 | $876,720 | D | 2020-12-09 | 2022-12-19 |
| TESLA, INC (TSLA) 5,400.000 SHARES | $859,086 | $20,714 | $838,372 | $838,372 | D | 2020-01-03 | 2022-12-19 |
| TESLA, INC (TSLA) 2,100.000 SHARES | $334,089 | $8,056 | $326,033 | $326,033 | D | 2019-12-13 | 2022-12-19 |
| TESLA, INC (TSLA) 3,000.000 SHARES | $477,270 | $11,508 | $465,762 | $465,762 | D | 2022-12-19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,713,361 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,113 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,113 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,113 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $386,594 | 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 | $386,594 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $342,481 | OverpaymentAmt |
| Applied To ES Tax | $342,481 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| MARK WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | PRESIDENT & TRUSTEE | 0.25 | $0 | $0 | $0 |
| JANE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | VICE PRESIDENT & TRUSTEE | 0.25 | $0 | $0 | $0 |
| ZYGMUNT WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TREASURER, SECRETARY & TRUSTEE | 0.25 | $0 | $0 | $0 |
| STEVEN 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 |
| RACHEL S WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,346,907 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,361,185 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,708,092 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,708,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $490,621 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,217,471 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,610,874 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,610,874 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,113 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,113 | TotalTaxAmt |
| Distributable Before Adj | $1,566,761 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $250 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,567,011 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,567,011 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $761,271 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $761,271 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,567,011 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $639,058 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $761,271 | QualifyingDistributionsAmt |
| Applied To Year1 | $639,058 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,213 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $1,444,798 | 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 | MARK WILF | ContributingManagerNm |
| Contributing Manager | JANE WILF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 92ND STREET Y | ||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ABINGDON THEATRE COMPANY | ||||||||
| 31-57 31ST STREET UNIT 617 | LONG ISLAND CITY | NY | 100032168 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ABINGTON FRIENDS SCHOOL | ||||||||
| 575 WASHINGTON LANE | JENKINTOWN | PA | 19046 | N/A | PC | ANNUAL SUPPORT | $5,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 132 WEST 32ND STREET | NEW YORK | NY | 303031002 | N/A | PC | GENERAL OPERATING SUPPORT | $3,600 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 132 WEST 32ND STREET | NEW YORK | NY | 303031002 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| PO BOX 7023 | MERRIFIELD | VA | 221167023 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| AMERICAN FRIENDS OF ALYN HOSPITAL INC | ||||||||
| 122 E 42ND ST RM 1519 | NEW YORK | NY | 101681519 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| AMERICAN FRIENDS OF LEKET ISRAEL INC | ||||||||
| 384 WARWICK AVE PO BOX 2090 | TEANECK | NJ | 07666 | N/A | PC | ANNUAL SUPPORT | $25,000 | |
| AMERICAN FRIENDS OF MIGDAL OHR | ||||||||
| 1325 AVENUE OF THE AMERICAS 28TH | NEW YORK | NY | 10019 | N/A | PC | ANNUAL SUPPORT | $1,000 | FLOOR |
| AMERICAN FRIENDS OF SHALVA ISRAEL | ||||||||
| 315 FIFTH AVENUE 6TH FLOOR | NEW YORK | NY | 100166510 | N/A | PC | ANNUAL SUPPORT | $10,000 | |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | ||||||||
| 122 E 42ND STREET SUITE 4507 | NEW YORK | NY | 101684595 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 1 UNION STREET SUITE 301 | ROBBINSVILLE | NJ | 132203049 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 1 UNION STREET SUITE 301 | ROBBINSVILLE | NJ | 132203049 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 EAST 56TH STREET SUITE 623 | NEW YORK | NY | 100222746 | N/A | PC | ANNUAL SUPPORT | $10,000 | |
| ARLENE WALTERS SHEVELL SCHOLARSHIP FOUNDATION-PARENT'S SUPPORT GROUP | ||||||||
| 31 HATHAWAY LANE | ESSEX FELLS | NJ | 07021 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| BREAST CANCER RESEARCH FOUNDATION INC | ||||||||
| 60 EAST 56TH STREET | NEW YORK | NY | 100223204 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| CHABAD JEWISH STUDENT CENTER AT VANDERBILT | ||||||||
| C/O 3116 BELWOOD STREET | NASHVILLE | TN | 372031211 | N/A | PC | ANNUAL SUPPORT | $5,000 | |
| CHABAD JEWISH STUDENT CENTER AT VANDERBILT | ||||||||
| C/O 3116 BELWOOD STREET | NASHVILLE | TN | 372031211 | N/A | PC | CAPITAL SUPPORT | $50,000 | |
| CHILDRENS BRAIN TUMOR FOUNDATION INC | ||||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| COALITION FOR THE HOMELESS | ||||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| COMMUNITY FOOD BANK OF NEW JERSEY | ||||||||
| 31 EVANS TERMINAL ROAD | HILLSIDE | NJ | 072052400 | N/A | PC | PROGRAM SUPPORT | $125,000 | |
| COMMUNITY FOOD BANK OF NEW JERSEY | ||||||||
| 31 EVANS TERMINAL ROAD | HILLSIDE | NJ | 072052400 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| CONGREGATION ETZ CHAIM | ||||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | N/A | PC | PROGRAM SUPPORT | $180 | |
| COOPERMAN BARNABAS MEDICAL CENTER | ||||||||
| 95 OLD SHORT HILLS ROAD | LIVINGSTON | NJ | 07039 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | ||||||||
| 498 SEVENTH AVENUE 20TH FLOOR | NEW YORK | NY | 100186701 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| EMMANUEL CANCER FOUNDATION | ||||||||
| 77 BRANT AVENUE SUITE 304 | CLARK | NJ | 070661640 | N/A | PC | MEDICAL RESEARCH | $1,000 | |
| FAMILY CONNECTIONS | ||||||||
| 395 S CENTER ST | ORANGE | NJ | 070503205 | N/A | PC | ANNUAL SUPPORT | $500 | |
| FRIENDSHIP CIRCLE - LIFETOWN | ||||||||
| 10 MICROLAB ROAD | LIVINGSTON | NJ | 07039 | N/A | PC | GENERAL OPERATING SUPPORT | $5,400 | |
| FRIENDSHIP CIRCLE INTERNATIONAL INC | ||||||||
| 816 EASTERN PKWY | BROOKLYN | NY | 11213 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| GOLDA OCH ACADEMY | ||||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | N/A | PC | ANNUAL SUPPORT | $20,000 | |
| GOLDA OCH ACADEMY | ||||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | N/A | PC | GENERAL OPERATING SUPPORT | $540 | |
| GREENLIGHT FUND | ||||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | ME | 021165001 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HARLEM VILLAGE ACADEMIES | ||||||||
| 35 WEST 124TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HAZON INC | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JAFI | ||||||||
| 633 THIRD AVE NO 2100 | NEW YORK | NY | 100176706 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| JCC METROWEST | ||||||||
| 760 NORTHFIELD ROAD | WEST ORANGE | NJ | 07052 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| JCC OF CENTRAL NEW JERSEY | ||||||||
| 1391 MARTINE AVE | SCOTCH PLAINS | NJ | 07076 | N/A | PC | YACHAD NJ GIVING DAY 2022 | $1,000 | |
| JCRC OF GREATER WASHINGTON | ||||||||
| 6101 EXECUTIVE BLVD SUITE 300 | N BETHESDA | MD | 20852 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| JEWISH COMMUNITY FOUNDATION OF GREATER METROWEST NJ | ||||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 079811105 | N/A | PC | GENERAL OPERATING SUPPORT | $9,000 | |
| JEWISH COMMUNITY FOUNDATION OF GREATER METROWEST NJ | ||||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 079811105 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| JEWISH FEDERATION OF GREATER METROWEST NJ | ||||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | N/A | PC | GENERAL OPERATING SUPPORT | $360 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 334091905 | N/A | PC | ANNUAL SUPPORT | $10,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 1400 K STREET NW SUITE 725 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| LIGHTHOUSE GUILD | ||||||||
| 250 WEST 64TH STREET | NEW YORK | NY | 10023 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| LIGHTS ON THE LAWN | ||||||||
| 1049 COURT AVENUE | HIGHLAND PARK | IL | 600353629 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MANHATTAN THEATRE CLUB INC | ||||||||
| 311 WEST 43RD STREET | NEW YORK | NY | 100366413 | N/A | PC | ANNUAL SUPPORT | $12,500 | |
| MARCH OF DIMES | ||||||||
| P O BOX 18819 | ATLANTA | GA | 31126 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVE | NEW YORK | NY | 100280198 | N/A | PC | ANNUAL SUPPORT | $5,000 | |
| MINNEAPOLIS INSTITUTE OF FINE ARTS | ||||||||
| 2400 THIRD AVENUE SOUTH | MINNEAPOLIS | MN | 554043506 | N/A | PC | ANNUAL SUPPORT | $25,000 | |
| MORSELIFE FOUNDATION INC | ||||||||
| 4847 DAVID MACK DR | WEST PALM BEACH | FL | 334170000 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| MOVING TRADITIONS | ||||||||
| 8380 OLD YORK ROAD SUITE 4300 | ELKINS PARK | PA | 19027 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| MRCC FOUNDATION INC | ||||||||
| 713 PASSAIC AVENUE | WEST CALDWELL | NJ | 07006 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||||
| 70 SOUTH ORANGE AVENUE SUITE 120 | LIVINGSTON | NJ | 07039 | N/A | PC | ANNUAL SUPPORT | $360 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 1480 US HIGHWAY 9 NORTH SUITE 301 | WOODBRIDGE | NJ | 07095 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| NEIGHBORHOOD COALITION FOR SHELTER INC | ||||||||
| 50 BROADWAY SUITE 1301 | NEW YORK | NY | 10004 | N/A | PC | ANNUAL SUPPORT | $5,000 | |
| NPA FOUNDATION | ||||||||
| 234 WASHINGTON AVENUE | MIAMI BEACH | FL | 33139 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| NYU LANGONE MEDICAL CENTER | ||||||||
| 223 EAST 34TH STREET | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ORT AMERICA | ||||||||
| 75 MAIDEN LANE 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| OVARIAN CANCER RESEARCH FUND | ||||||||
| 14 PENNSYLVANIA PLAZA SUITE 2110 | NEW YORK | NY | 10122 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| PALM BEACH COUNTRY CLUB FOUNDATION INC | ||||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 334803300 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| PALM BEACH ORTHODOX SYNAGOGUE | ||||||||
| 120 NORTH COUNTY ROAD | PALM BEACH | FL | 334803917 | N/A | PC | ANNUAL SUPPORT | $18,000 | |
| PALM BEACH ORTHODOX SYNAGOGUE | ||||||||
| 120 NORTH COUNTY ROAD | PALM BEACH | FL | 334803917 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| PALM BEACH ORTHODOX SYNAGOGUE | ||||||||
| 120 NORTH COUNTY ROAD | PALM BEACH | FL | 334803917 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| PALM BEACH UNITED WAY | ||||||||
| 44 COCOANUT ROW SUITE M201 | PALM BEACH | FL | 33480 | N/A | PC | ANNUAL SUPPORT | $1,800 | |
| PAN-MASSACHUSETTS CHALLENGE INC | ||||||||
| 77 FOURTH AVE | NEEDHAM | MA | 02494 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| PARK AVENUE SYNAGOGUE | ||||||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PINGRY SCHOOL | ||||||||
| 131 MARTINSVILLE ROAD | BASKING RIDGE | NJ | 07920 | N/A | PC | ANNUAL SUPPORT | $5,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 100 OVERLOOK CENTER SUITE 300 | PRINCETON | NJ | 08540 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 ROXBURY DRIVE | LOS ANGELES | CA | 90035 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| SOLOMON R GUGGENHEIM FOUNDATION | ||||||||
| 1071 5TH AVENUE | NEW YORK | NY | 101280112 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| SPECIAL OLYMPICS NEW JERSEY | ||||||||
| 3 PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| SWEET DREAM MAKERS | ||||||||
| 55 NE 5TH AVENUE SUITE 400 | BOCA RATON | FL | 334324073 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| TEACH FOR AMERICA | ||||||||
| 315 WEST 36TH STREET | NEW YORK | NY | 100186624 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| TEEN CANCER AMERICA | ||||||||
| 1001 WESTWOOD BLVD | LOS ANGELES | CA | 900242902 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| TEMPLE SHAREY TEFILO-ISRAEL | ||||||||
| 432 SCOTLAND ROADD | SOUTH ORANGE | NJ | 070793008 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| THE FIRST TEE OF METROPOLITAN NEW YORK | ||||||||
| 3545 JEROME AVENUE | BRONX | NY | 10467 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THE MEN OF ESSEX | ||||||||
| PO BOX 1070 | EAST ORANGE | NJ | 070191070 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| THE PETEY GREENE PROGRAM INC | ||||||||
| 22 STOCKTON STREET | PRINCETON | NJ | 085406813 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| TORAT SHRAGA INC | ||||||||
| 1 COPPERBEECH LN | LAWRENCE | NY | 11559 | N/A | PC | PROGRAM SUPPORT | $500 | |
| UJA-FEDERATION OF NEW YORK | ||||||||
| 130 EAST 59TH STREET PO BOX 4227 | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 2201 WEST END AVENUE 221 KIRKLAND | NASHVILLE | TN | 37240 | N/A | PC | ANNUAL SUPPORT | $25,000 | HALL |
| VIA ART FUND INC | ||||||||
| 219 WEST 19TH STREET 2ND FLOOR | NEW YORK | MA | 10011 | N/A | PC | ANNUAL SUPPORT | $10,000 | |
| VNS HEALTH | ||||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| VOLUNTEERS OF AMERICA | ||||||||
| 135 WEST 50TH STREET 9TH FLOOR | NEW YORK | NY | 10020 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| WHITE HOUSE HISTORICAL ASSOCIATION | ||||||||
| 740 JACKSON PLACE NW | WASHINGTON | DC | 200060000 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| WISTAR INSTITUTE | ||||||||
| 3601 SPRUCE STREET | PHILADELPHIA | PA | 191044268 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| YESHIVA UNIVERSITY | ||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $758,240 | 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 | $4,895 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $455,320 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $206,474 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESCINDED GRANTS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $250 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $666,939 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $666,939 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| STEVEN WILF | |||||||
| 1 | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | $36,000 | Yes (X) | |
| MARK WILF | |||||||
| 2 | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | $2,897,640 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | TESLA, INC (TSLA) 18,000.000 SHARES | NoncashPropertyDesc |
| Fair Market Value | $2,897,640 | FairMarketValueAmt |
| Received | 2022-12-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION IS NOT REQUIRED TO FILE A COPY OF THE FEDERAL FORM 990-PF WITH THE NEW JERSEY ATTORNEY GENERAL BECAUSE IT DOES NOT SOLICIT FUNDS FROM THE PUBLIC. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GEN MOTORS FINL CO NTS VAR RE 11/17/23 DTD (625,000.000 QTY) | $623,309 | $623,309 |
| JPMRGN PREFER & INC SEC-I (108,299.000 QTY) | $971,442 | $971,442 |
| HSBC HOLDINGS PLC NTS VAR 9/12/26 DTD (625,000.000 QTY) | $615,262 | $615,262 |
| GOLDMAN SACHS GROUP INC NTS VAR RT 10/21/27 DTD (625,000.000 QTY) | $546,491 | $546,491 |
| FNMA STRIP 379 CL 2 5.500% DUE 5/25/37 (2,000,000.000 QTY) | $3,762 | $3,762 |
| GNMA 2008-74 CL CZ 6.000% DUE 8/16/38 (250,000.000 QTY) | $60,747 | $60,747 |
| FHLMC 4024 CL PI 4.500% DUE 12/15/41 (625,000.000 QTY) | $4,065 | $4,065 |
| FIFTH THIRD BANCORP VAR PERP MAT DTD 5/16/13 (625,000.000 QTY) | $593,750 | $593,750 |
| FIFTH THIRD BANCORP VAR PERP MAT DTD 6/5/14 (1,215,000.000 QTY) | $1,189,652 | $1,189,652 |
| BK OF NY MELLON CORP VAR TR PERP MAT DTD 8/1/16 (1,050,000.000 QTY) | $895,377 | $895,377 |
| CITIGROUP INC VAR RT PERP MAT DTD 12/10/20 (1,215,000.000 QTY) | $1,058,411 | $1,058,411 |
| CHARLES SCHWAB CORP VAR RT PERP MAT DTD 12/11/20 (965,000.000 QTY) | $769,539 | $769,539 |
| CHARLES SCHWAB CORP VAR RT PERP MAT DTD 3/4/22 (625,000.000 QTY) | $570,624 | $570,624 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN INTL GROUP (AIGPA) 1,000.000 SHARES | $21,410 | $21,410 |
| APPLE INC (AAPL) 33,900.000 SHARES | $4,404,627 | $4,404,627 |
| ARGO GROUP INTL (ARGOPA) 5,000.000 SHARES | $91,500 | $91,500 |
| AT&T INC (TPC) 500.000 SHARES | $8,720 | $8,720 |
| BANK OF AMERICA PFD (BACPN) 3,300.000 SHARES | $64,185 | $64,185 |
| BROOKFIELD FIN I UK PLC (BNJ) 14,820.000 SHARES | $220,670 | $220,670 |
| CAPITAL ONE FINANCIAL CO (COFPK) 3,000.000 SHARES | $52,496 | $52,496 |
| COCA COLA COMPANY (KO) 341.000 SHARES | $21,691 | $21,691 |
| EQUITABLE HOLDINGS INC (EQHPC) 2,000.000 SHARES | $35,380 | $35,380 |
| JPMORGAN CHASE & CO PFD (JPMPJ) 2,000.000 SHARES | $38,520 | $38,520 |
| PRUDENTIAL FINANCIAL INC (PFH) 500.000 SHARES | $9,075 | $9,075 |
| SOUTHERN CO (SO5046) 4,300.000 SHARES | $74,605 | $74,605 |
| SOUTHERN CO (SOJD) 900.000 SHARES | $17,703 | $17,703 |
| TESLA INC (TSLA) 21,960.000 SHARES | $2,705,033 | $2,705,033 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BNP DD CBEN SPX 8/28/25 64% BARRIER (500,000.000 QTY) | FMV | $500,700 | $500,700 |
| BNP DD CBEN NDX 8/25/25 65.8% BARRIER (500,000.000 QTY) | FMV | $446,750 | $446,750 |
| BNP DD CBEN SPX 10/29/25 64.4% BARRIER (1,100,000.000 QTY) | FMV | $1,088,010 | $1,088,010 |
| BPN DD CBEN NDX 10/29/25 65.5% BARRIER (1,100,000.000 QTY) | FMV | $983,840 | $983,840 |
| BNP DD CBEN RTY 10/29/25 67.1% BARRIER (1,100,000.000 QTY) | FMV | $1,035,430 | $1,035,430 |
| BNP M-NOTE SPX 12/20/24 100% LEV (750,000.000 QTY) | FMV | $704,775 | $704,775 |
| RBC DD CBEN INDU 10/29/25 66% BARRIER (1,100,000.000 QTY) | FMV | $1,103,850 | $1,103,850 |
| TD BANK DD CBEN SPX 4/10/25 59% BARRIER (500,000.000 QTY) | FMV | $571,250 | $571,250 |
| TD BANK DD CBEN NDX 4/10/25 62% BARRIER (500,000.000 QTY) | FMV | $546,900 | $546,900 |
| TD BANK DD CBEN RTY 5/1/25 62.4% BARRIER (500,000.000 QTY) | FMV | $546,500 | $546,500 |
| BNP DD CBEN XLF US 5/23/25 51% BARRIER (600,000.000 QTY) | FMV | $717,180 | $717,180 |
| BNP DD CBEN XLF US 5/27/25 52.3% BARRIER (300,000.000 QTY) | FMV | $357,660 | $357,660 |
| BNP DD CBEN OTHER BSKT 10/29/25 58% BARRIER (1,100,000.000 QTY) | FMV | $918,830 | $918,830 |
| JPMORGAN EQUITY PREMIUM INCO (JEPI) (17,575.000 QTY) | FMV | $957,662 | $957,662 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $7,814,398 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUSINESS REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $31 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESCINDED GRANTS | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $250 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO CORRECT OPENING NET ASSET BALANCE TO AGREE TO FAIR MARKET VALUE | Desc |
| Amt | $6,584,389 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $292,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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