2023-11-10T23:03:23-06:00 2022-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990PF 2022-01-01 753224210 THE MARK AND JANE WILF FAMILY FOUNDATION INC MARK 9739248246 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 MARK WILF PRESIDENT & TRUSTEE 9739248246 2023-11-10 1 MARK WILF 999009999 0 JOSEPH L ALI CPA P02093808 2122862600 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 30807877 X 2933640 4895 4895 455320 455320 206474 5383006 2713361 250 0 3600579 3173576 0 0 0 3000 0 3000 292500 0 0 31 0 31 295531 0 3031 758240 758240 1053771 0 761271 2546808 3173576 5012451 4660494 4660494 546298 0 0 23932329 7765615 7765615 0 7902431 7902431 0 10479337 10479337 29491078 30807877 30807877 0 0 X 29491078 30807877 29491078 30807877 29491078 30807877 29491078 2546808 6584389 38622275 7814398 30807877 PUBLICLY TRADED SECURITIES 2758021 2551547 206474 206474 TESLA, INC (TSLA) 6,000.000 SHARES D 2020-12-09 2022-12-19 954540 77820 876720 876720 TESLA, INC (TSLA) 5,400.000 SHARES D 2020-01-03 2022-12-19 859086 20714 838372 838372 TESLA, INC (TSLA) 2,100.000 SHARES D 2019-12-13 2022-12-19 334089 8056 326033 326033 TESLA, INC (TSLA) 3,000.000 SHARES D 2022-12-19 477270 11508 465762 465762 2713361 44113 0 44113 0 44113 386594 0 0 0 386594 X 0 342481 342481 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 0 0 0 0 0 1 N/A PKF O'CONNOR DAVIES ADVISORY LLC 2122862600 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 29346907 3361185 0 32708092 0 0 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ANNUAL SUPPORT 25000 AMERICAN FRIENDS OF MIGDAL OHR 1325 AVENUE OF THE AMERICAS 28TH FLOOR NEW YORK NY 10019 N/A PC ANNUAL SUPPORT 1000 AMERICAN FRIENDS OF SHALVA ISRAEL 315 FIFTH AVENUE 6TH FLOOR NEW YORK NY 100166510 N/A PC ANNUAL SUPPORT 10000 AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA 122 E 42ND STREET SUITE 4507 NEW YORK NY 101684595 N/A PC GENERAL OPERATING SUPPORT 10000 AMERICAN HEART ASSOCIATION 1 UNION STREET SUITE 301 ROBBINSVILLE NJ 132203049 N/A PC ANNUAL SUPPORT 1000 AMERICAN HEART ASSOCIATION 1 UNION STREET SUITE 301 ROBBINSVILLE NJ 132203049 N/A PC GENERAL OPERATING SUPPORT 1000 AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET SUITE 623 NEW YORK NY 100222746 N/A PC ANNUAL SUPPORT 10000 ARLENE WALTERS SHEVELL SCHOLARSHIP FOUNDATION-PARENT'S SUPPORT GROUP 31 HATHAWAY LANE ESSEX FELLS NJ 07021 N/A PC GENERAL OPERATING SUPPORT 1000 BREAST CANCER RESEARCH FOUNDATION INC 60 EAST 56TH STREET NEW YORK NY 100223204 N/A PC GENERAL OPERATING SUPPORT 1500 CHABAD JEWISH STUDENT CENTER AT VANDERBILT C/O 3116 BELWOOD STREET NASHVILLE TN 372031211 N/A PC ANNUAL SUPPORT 5000 CHABAD JEWISH STUDENT CENTER AT VANDERBILT C/O 3116 BELWOOD STREET NASHVILLE TN 372031211 N/A PC CAPITAL SUPPORT 50000 CHILDRENS BRAIN TUMOR FOUNDATION INC PO BOX 7247 PHILADELPHIA PA 19170 N/A PC GENERAL OPERATING SUPPORT 1800 COALITION FOR THE HOMELESS 129 FULTON STREET NEW YORK NY 10038 N/A PC ANNUAL SUPPORT 1000 COMMUNITY FOOD BANK OF NEW JERSEY 31 EVANS TERMINAL ROAD HILLSIDE NJ 072052400 N/A PC PROGRAM SUPPORT 125000 COMMUNITY FOOD BANK OF NEW JERSEY 31 EVANS TERMINAL ROAD HILLSIDE NJ 072052400 N/A PC GENERAL OPERATING SUPPORT 30000 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 5000 CROHN'S & COLITIS FOUNDATION OF AMERICA 498 SEVENTH AVENUE 20TH FLOOR NEW YORK NY 100186701 N/A PC GENERAL OPERATING SUPPORT 1000 EMMANUEL CANCER FOUNDATION 77 BRANT AVENUE SUITE 304 CLARK NJ 070661640 N/A PC MEDICAL RESEARCH 1000 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 5400 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 20000 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 5000 HARLEM VILLAGE ACADEMIES 35 WEST 124TH STREET 5TH FLOOR NEW YORK NY 10027 N/A PC GENERAL OPERATING SUPPORT 5000 HAZON INC 25 BROADWAY SUITE 1700 NEW YORK NY 10004 N/A PC GENERAL OPERATING SUPPORT 10000 JAFI 633 THIRD AVE NO 2100 NEW YORK NY 100176706 N/A PC GENERAL OPERATING SUPPORT 1000 JCC METROWEST 760 NORTHFIELD ROAD WEST ORANGE NJ 07052 N/A PC GENERAL OPERATING SUPPORT 1800 JCC OF CENTRAL NEW JERSEY 1391 MARTINE AVE SCOTCH PLAINS NJ 07076 N/A PC YACHAD NJ GIVING DAY 2022 1000 JCRC OF GREATER WASHINGTON 6101 EXECUTIVE BLVD SUITE 300 N BETHESDA MD 20852 N/A PC GENERAL OPERATING SUPPORT 2500 JEWISH COMMUNITY FOUNDATION OF GREATER METROWEST NJ 901 ROUTE 10 WHIPPANY NJ 079811105 N/A PC GENERAL OPERATING SUPPORT 9000 JEWISH COMMUNITY FOUNDATION OF GREATER METROWEST NJ 901 ROUTE 10 WHIPPANY NJ 079811105 N/A PC PROGRAM SUPPORT 10000 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 10000 JUVENILE DIABETES RESEARCH FOUNDATION 1400 K STREET NW SUITE 725 WASHINGTON DC 20005 N/A PC GENERAL OPERATING SUPPORT 1000 LIGHTHOUSE GUILD 250 WEST 64TH STREET NEW YORK NY 10023 N/A PC ANNUAL SUPPORT 1000 LIGHTS ON THE LAWN 1049 COURT AVENUE HIGHLAND PARK IL 600353629 N/A PC GENERAL OPERATING SUPPORT 5000 MANHATTAN THEATRE CLUB INC 311 WEST 43RD STREET NEW YORK NY 100366413 N/A PC ANNUAL SUPPORT 12500 MARCH OF DIMES P O BOX 18819 ATLANTA GA 31126 N/A PC ANNUAL SUPPORT 1000 METROPOLITAN MUSEUM OF ART 1000 FIFTH AVE NEW YORK NY 100280198 N/A PC ANNUAL SUPPORT 5000 MINNEAPOLIS INSTITUTE OF FINE ARTS 2400 THIRD AVENUE SOUTH MINNEAPOLIS MN 554043506 N/A PC ANNUAL SUPPORT 25000 MORSELIFE FOUNDATION INC 4847 DAVID MACK DR WEST PALM BEACH FL 334170000 N/A PC GENERAL OPERATING SUPPORT 1000 MOVING TRADITIONS 8380 OLD YORK ROAD SUITE 4300 ELKINS PARK PA 19027 N/A PC PROGRAM SUPPORT 10000 MRCC FOUNDATION INC 713 PASSAIC AVENUE WEST CALDWELL NJ 07006 N/A PC ANNUAL SUPPORT 1000 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 1000 NEIGHBORHOOD COALITION FOR SHELTER INC 50 BROADWAY SUITE 1301 NEW YORK NY 10004 N/A PC ANNUAL SUPPORT 5000 NPA FOUNDATION 234 WASHINGTON AVENUE MIAMI BEACH FL 33139 N/A PC GENERAL OPERATING SUPPORT 1800 NYU LANGONE MEDICAL CENTER 223 EAST 34TH STREET NEW YORK NY 10016 N/A PC GENERAL OPERATING SUPPORT 5000 ORT AMERICA 75 MAIDEN LANE 10TH FLOOR NEW YORK NY 10038 N/A PC GENERAL OPERATING SUPPORT 2500 OVARIAN CANCER RESEARCH FUND 14 PENNSYLVANIA PLAZA SUITE 2110 NEW YORK NY 10122 N/A PC GENERAL OPERATING SUPPORT 1800 PALM BEACH COUNTRY CLUB FOUNDATION INC 760 N OCEAN BLVD PALM BEACH FL 334803300 N/A PC ANNUAL SUPPORT 1000 PALM BEACH ORTHODOX SYNAGOGUE 120 NORTH COUNTY ROAD PALM BEACH FL 334803917 N/A PC ANNUAL SUPPORT 18000 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 1000 PALM BEACH UNITED WAY 44 COCOANUT ROW SUITE M201 PALM BEACH FL 33480 N/A PC ANNUAL SUPPORT 1800 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 5000 PINGRY SCHOOL 131 MARTINSVILLE ROAD BASKING RIDGE NJ 07920 N/A PC ANNUAL SUPPORT 5000 PRINCETON UNIVERSITY 100 OVERLOOK CENTER SUITE 300 PRINCETON NJ 08540 N/A PC GENERAL OPERATING SUPPORT 5000 SAVE THE CHILDREN 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 N/A PC ANNUAL SUPPORT 1000 SIMON WIESENTHAL CENTER 1399 ROXBURY DRIVE LOS ANGELES CA 90035 N/A PC ANNUAL SUPPORT 1000 SOLOMON R GUGGENHEIM FOUNDATION 1071 5TH AVENUE NEW YORK NY 101280112 N/A PC PROGRAM SUPPORT 20000 SPECIAL OLYMPICS NEW JERSEY 3 PRINCESS ROAD LAWRENCEVILLE NJ 08648 N/A PC GENERAL OPERATING SUPPORT 1000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 N/A PC ANNUAL SUPPORT 1000 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 100000 TEEN CANCER AMERICA 1001 WESTWOOD BLVD LOS ANGELES CA 900242902 N/A PC GENERAL OPERATING SUPPORT 1000 TEMPLE SHAREY TEFILO-ISRAEL 432 SCOTLAND ROADD SOUTH ORANGE NJ 070793008 N/A PC GENERAL OPERATING SUPPORT 1800 THE FIRST TEE OF METROPOLITAN NEW YORK 3545 JEROME AVENUE BRONX NY 10467 N/A PC GENERAL OPERATING SUPPORT 15000 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 5000 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 10000 VANDERBILT UNIVERSITY 2201 WEST END AVENUE 221 KIRKLAND HALL NASHVILLE TN 37240 N/A PC ANNUAL SUPPORT 25000 VIA ART FUND INC 219 WEST 19TH STREET 2ND FLOOR NEW YORK MA 10011 N/A PC ANNUAL SUPPORT 10000 VNS HEALTH 220 EAST 42ND STREET NEW YORK NY 10017 N/A PC ANNUAL SUPPORT 1000 VOLUNTEERS OF AMERICA 135 WEST 50TH STREET 9TH FLOOR NEW YORK NY 10020 N/A PC ANNUAL SUPPORT 1000 WHITE HOUSE HISTORICAL ASSOCIATION 740 JACKSON PLACE NW WASHINGTON DC 200060000 N/A PC GENERAL OPERATING SUPPORT 35000 WISTAR INSTITUTE 3601 SPRUCE STREET PHILADELPHIA PA 191044268 N/A PC ANNUAL SUPPORT 1000 YESHIVA UNIVERSITY 500 WEST 185TH STREET NEW YORK NY 10033 N/A PC GENERAL OPERATING SUPPORT 1000 758240 0 14 4895 14 455320 18 206474 RESCINDED GRANTS 01 250 0 666939 0 666939 0 0 0 0 0 0 0 0 0 0 X X 1 STEVEN WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 36000 X 2 MARK WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 2897640 X 2 TESLA, INC (TSLA) 18,000.000 SHARES 2897640 2022-12-13 ACCOUNTING FEES 3000 0 3000 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. GEN MOTORS FINL CO NTS VAR RE 11/17/23 DTD (625,000.000 QTY) 623309 623309 JPMRGN PREFER & INC SEC-I (108,299.000 QTY) 971442 971442 HSBC HOLDINGS PLC NTS VAR 9/12/26 DTD (625,000.000 QTY) 615262 615262 GOLDMAN SACHS GROUP INC NTS VAR RT 10/21/27 DTD (625,000.000 QTY) 546491 546491 FNMA STRIP 379 CL 2 5.500% DUE 5/25/37 (2,000,000.000 QTY) 3762 3762 GNMA 2008-74 CL CZ 6.000% DUE 8/16/38 (250,000.000 QTY) 60747 60747 FHLMC 4024 CL PI 4.500% DUE 12/15/41 (625,000.000 QTY) 4065 4065 FIFTH THIRD BANCORP VAR PERP MAT DTD 5/16/13 (625,000.000 QTY) 593750 593750 FIFTH THIRD BANCORP VAR PERP MAT DTD 6/5/14 (1,215,000.000 QTY) 1189652 1189652 BK OF NY MELLON CORP VAR TR PERP MAT DTD 8/1/16 (1,050,000.000 QTY) 895377 895377 CITIGROUP INC VAR RT PERP MAT DTD 12/10/20 (1,215,000.000 QTY) 1058411 1058411 CHARLES SCHWAB CORP VAR RT PERP MAT DTD 12/11/20 (965,000.000 QTY) 769539 769539 CHARLES SCHWAB CORP VAR RT PERP MAT DTD 3/4/22 (625,000.000 QTY) 570624 570624 AMERICAN INTL GROUP (AIGPA) 1,000.000 SHARES 21410 21410 APPLE INC (AAPL) 33,900.000 SHARES 4404627 4404627 ARGO GROUP INTL (ARGOPA) 5,000.000 SHARES 91500 91500 AT&T INC (TPC) 500.000 SHARES 8720 8720 BANK OF AMERICA PFD (BACPN) 3,300.000 SHARES 64185 64185 BROOKFIELD FIN I UK PLC (BNJ) 14,820.000 SHARES 220670 220670 CAPITAL ONE FINANCIAL CO (COFPK) 3,000.000 SHARES 52496 52496 COCA COLA COMPANY (KO) 341.000 SHARES 21691 21691 EQUITABLE HOLDINGS INC (EQHPC) 2,000.000 SHARES 35380 35380 JPMORGAN CHASE & CO PFD (JPMPJ) 2,000.000 SHARES 38520 38520 PRUDENTIAL FINANCIAL INC (PFH) 500.000 SHARES 9075 9075 SOUTHERN CO (SO5046) 4,300.000 SHARES 74605 74605 SOUTHERN CO (SOJD) 900.000 SHARES 17703 17703 TESLA INC (TSLA) 21,960.000 SHARES 2705033 2705033 BNP DD CBEN SPX 8/28/25 64% BARRIER (500,000.000 QTY) FMV 500700 500700 BNP DD CBEN NDX 8/25/25 65.8% BARRIER (500,000.000 QTY) FMV 446750 446750 BNP DD CBEN SPX 10/29/25 64.4% BARRIER (1,100,000.000 QTY) FMV 1088010 1088010 BPN DD CBEN NDX 10/29/25 65.5% BARRIER (1,100,000.000 QTY) FMV 983840 983840 BNP DD CBEN RTY 10/29/25 67.1% BARRIER (1,100,000.000 QTY) FMV 1035430 1035430 BNP M-NOTE SPX 12/20/24 100% LEV (750,000.000 QTY) FMV 704775 704775 RBC DD CBEN INDU 10/29/25 66% BARRIER (1,100,000.000 QTY) FMV 1103850 1103850 TD BANK DD CBEN SPX 4/10/25 59% BARRIER (500,000.000 QTY) FMV 571250 571250 TD BANK DD CBEN NDX 4/10/25 62% BARRIER (500,000.000 QTY) FMV 546900 546900 TD BANK DD CBEN RTY 5/1/25 62.4% BARRIER (500,000.000 QTY) FMV 546500 546500 BNP DD CBEN XLF US 5/23/25 51% BARRIER (600,000.000 QTY) FMV 717180 717180 BNP DD CBEN XLF US 5/27/25 52.3% BARRIER (300,000.000 QTY) FMV 357660 357660 BNP DD CBEN OTHER BSKT 10/29/25 58% BARRIER (1,100,000.000 QTY) FMV 918830 918830 JPMORGAN EQUITY PREMIUM INCO (JEPI) (17,575.000 QTY) FMV 957662 957662 UNREALIZED LOSS ON INVESTMENTS 7814398 BUSINESS REGISTRATION FEES 31 0 31 RESCINDED GRANTS 250 250 TO CORRECT OPENING NET ASSET BALANCE TO AGREE TO FAIR MARKET VALUE 6584389 FEDERAL EXCISE TAX 292500 0 0