ZS & M WILF FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ZS & M WILF FOUNDATION INC (EIN 22-3553441)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202323119349102167
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- 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 | 2023-11-07T14:57:04-06:00 | 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 | 223553441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE Z S & M WILF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZS&M | BusinessNameControlTxt |
| Phone | 9739248246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 MORRIS TURNPIKE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZYGMUNT WILF | PersonNm |
| Person Title | PRESIDENT, TREASURER, TRUSTEE | PersonTitleTxt |
| Phone | 9739248246 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ZYGMUNT | 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 | $137,011,237 | 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 | $16,324 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,324 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,789,419 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,789,419 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,873 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,352,912 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,873 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27,361 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $617,244 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,943,977 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,533,860 | 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 |
| Taxes Rev And Expnss | $510,244 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,744 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $651 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $620 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $510,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,364 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,022,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,022,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,533,345 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,364 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,022,481 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,589,368 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,530,496 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,955,825 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,005,363 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,005,363 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,035,025 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,943,954 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,943,954 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $57,540,323 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,497,201 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,497,201 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $66,291,452 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $65,427,437 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $65,427,437 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,294,676 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,137,282 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,137,282 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $138,117,301 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,011,237 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $137,011,237 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $138,117,301 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $137,011,237 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $138,117,301 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $137,011,237 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $138,117,301 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $137,011,237 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $138,117,301 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,589,368 | ExcessRevenueOverExpensesAmt |
| Other Increases | $39,027,498 | OtherIncreasesAmt |
| Subtotal | $172,555,431 | SubtotalAmt |
| Other Decreases | $35,544,194 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $137,011,237 | 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 | $21,352,912 | GrossSalesPriceAmt |
| Cost Or Other Basis | $21,242,039 | CostOrOtherBasisAmt |
| Gain Or Loss | $110,873 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $110,873 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,873 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $76,874 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $76,874 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $76,874 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $792,669 | 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 | $792,669 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $715,795 | OverpaymentAmt |
| Applied To ES Tax | $315,795 | AppliedToESTaxAmt |
| Refund | $400,000 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PKF O'CONNOR DAVIES ADVISORY LLC | IndividualWithBooksNm |
| Phone | 2122862600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ZYGMUNT WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | PRESIDENT, TREASURER & TRUSTEE | 0.25 | $0 | $0 | $0 |
| MARK WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | VICE PRESIDENT, SECRETARY & TRUSTEE | 0.25 | $0 | $0 | $0 |
| ELIZABETH WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| LEONARD WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ELANA WILF TANZMAN | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JASON WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JONATHAN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| STEVEN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| STEPHANIE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| RACHEL S WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| DANIEL WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $145,044,674 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,807,569 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $151,852,243 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $151,852,243 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,277,784 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $149,574,459 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,478,723 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,478,723 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76,874 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76,874 | TotalTaxAmt |
| Distributable Before Adj | $7,401,849 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $25,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,426,849 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,426,849 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,022,481 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,022,481 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,426,849 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,951,456 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,022,481 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,951,456 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,071,025 | 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 | $1,355,824 | 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 | ZYGMUNT WILF | ContributingManagerNm |
| Contributing Manager | MARK WILF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALABAMA HOLOCAUST EDUCATION CENTER | ||||||||
| 2100 HIGHLAND AVENUE SOUTH | BIRMINGHAM | AL | 35205 | N/A | PC | CAPITAL SUPPORT | $50,000 | |
| AMERICA-ISRAEL CULTURAL FOUNDATION INC | ||||||||
| 178 COLUMBUS AVENUE PO BOX 237133 | NEW YORK | NY | 10023 | N/A | PC | ANNUAL SUPPORT | $2,500 | |
| AMERICAN FRIENDS OF OR NATIONAL MISSIONS | ||||||||
| 36 W 44TH STREET SUITE 1412 | NEW YORK | NY | 100368102 | N/A | PC | PROGRAM SUPPORT | $100,000 | |
| AMERICAN FRIENDS OF THE ISRAELI NAVY SEALS | ||||||||
| 138 W 133RD STREET | NEW YORK | NY | 100303340 | N/A | PC | GENERAL OPERATING SUPPORT | $3,600 | |
| AMERICAN FRIENDS OF THE JORDAN RIVER VILLAGE | ||||||||
| 244 MADISON AVENUE | NEW YORK | NY | 10003 | N/A | PC | ANNUAL SUPPORT | $15,000 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION INC | ||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | N/A | PC | ANNUAL SUPPORT | $75,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | ||||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | N/A | PC | ANNUAL SUPPORT | $25,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 209 FAIRFIELD ROAD | FAIRFIELD | NJ | 07004 | N/A | PC | PROGRAM SUPPORT | $200,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVE 9TH FL | NEW YORK | NY | 101580180 | N/A | PC | ANNUAL SUPPORT | $36,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 711 THIRD AVENUE 10TH FL | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $180,000 | |
| BNAI BRITH YOUTH ORGANIZATION INC | ||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 200013724 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| BRIS AVROHOM CENTER | ||||||||
| 910 SALEM AVENUE | HILLSIDE | NJ | 07205 | N/A | PC | CAPITAL SUPPORT | $10,000 | |
| BRIS AVROHOM CENTER | ||||||||
| 910 SALEM AVENUE | HILLSIDE | NJ | 07205 | N/A | PC | ANNUAL SUPPORT | $5,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 EAST CALIFORNIA BLVD | PASADENA | CA | 911250001 | N/A | PC | PROGRAM SUPPORT | $100,000 | |
| CHAMAH | ||||||||
| 420 LEXINGTON AVENUE SUITE 300 | NEW YORK | NY | 10170 | N/A | PC | ANNUAL SUPPORT | $2,500 | |
| CLAL-THE NATIONAL JEWISH CENTER FOR LEARNING AND LEADERSHIP INC | ||||||||
| 440 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | N/A | PC | ANNUAL SUPPORT | $10,000 | |
| CONGREGATION BEIS YISROEL | ||||||||
| 2835 SALEM AVENUE | ST LOUIS PARK | MN | 55416 | N/A | PC | ANNUAL SUPPORT | $2,000 | |
| CONGREGATION ETZ CHAIM | ||||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | N/A | PC | GENERAL OPERATING SUPPORT | $26,000 | |
| CONGREGATION ETZ CHAIM | ||||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | N/A | PC | ANNUAL SUPPORT | $28,000 | |
| CONGREGATION ETZ CHAIM | ||||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | N/A | PC | PROGRAM SUPPORT | $1,800 | |
| COUNCIL ON FOREIGN RELATIONS | ||||||||
| 58 E 68TH STREET | NEW YORK | NY | 100655953 | N/A | PC | ANNUAL SUPPORT | $25,000 | |
| CURE BREAST CANCER FOUNDATION INC | ||||||||
| 1122 CLIFTON AVENUE | CLIFTON | NJ | 07013 | N/A | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| FAIRLEIGH DICKINSON UNIVERSITY | ||||||||
| 1000 RIVER RD | TEANECK | NJ | 076661914 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FAMILIAL DYSAUTONOMIA FOUNDATION INC | ||||||||
| 315 WEST 39TH STREET ROOM 701 | NEW YORK | NY | 10018 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| FOLKSBIENE YIDDISH THEATRE | ||||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FOLKSBIENE YIDDISH THEATRE | ||||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| FRIENDS OF THE ISRAEL FOOTBALL LEAGUE | ||||||||
| 85 CRESTON AVENUE | TENAFLY | NJ | 07670 | N/A | PC | ANNUAL SUPPORT | $25,000 | |
| FRIENDS OF UNITED HATZALAH | ||||||||
| 208 EAST 51ST STREET SUITE 8G | NEW YORK | NY | 10022 | N/A | PC | PROGRAM SUPPORT | $60,000 | |
| GREATER NEWARK CONSERVANCY INC | ||||||||
| 32 PRINCE ST | NEWARK | NJ | 071033005 | N/A | PC | CAPITAL SUPPORT | $50,000 | |
| HENRY STREET SETTLEMENT | ||||||||
| 265 HENRY STREET | NEW YORK | NY | 100020000 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| HERZL CAMP ASSOCIATION | ||||||||
| 4330 CEDAR LAKE RD S | MINNEAPOLIS | MN | 554163700 | N/A | PC | ANNUAL SUPPORT | $5,000 | |
| HILLEL INTERNATIONAL | ||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | ANNUAL SUPPORT | $50,000 | |
| ISRAAID US GLOBAL HUMANITARIAN ASSISTANCE | ||||||||
| 555 COLLEGE AVENUE PO BOX 61227 | PALO ALTO | CA | 94306 | N/A | PC | PROGRAM SUPPORT | $150,000 | |
| JCC OF CENTRAL NJ | ||||||||
| 1391 MARTINE AVENUE | SCOTCH PLAINS | NJ | 07076 | N/A | PC | CAPITAL SUPPORT | $10,000 | |
| JCC OF CENTRAL NJ | ||||||||
| 1391 MARTINE AVENUE | SCOTCH PLAINS | NJ | 07076 | N/A | PC | ANNUAL SUPPORT | $15,000 | |
| JCC OF CENTRAL NJ | ||||||||
| 1391 MARTINE AVENUE | SCOTCH PLAINS | NJ | 07076 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| JEWISH COMMUNITY FOUNDATION OF GREATER METROWEST NJ | ||||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 079811105 | N/A | PC | ENDOWMENT FUNDING | $9,000 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF NY | ||||||||
| 225 W 34TH STREET SUITE 1607 | NEW YORK | NY | 101221693 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| JEWISH EDUCATIONAL CENTER | ||||||||
| 330 ELMORA AVENUE | ELIZABETH | NJ | 07208 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| JEWISH EDUCATIONAL CENTER | ||||||||
| 330 ELMORA AVENUE | ELIZABETH | NJ | 07208 | N/A | PC | CAPITAL SUPPORT | $5,000 | |
| JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY | ||||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | N/A | PC | ANNUAL SUPPORT | $40,000 | |
| JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY | ||||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | N/A | PC | GENERAL OPERATING SUPPORT | $9,150 | |
| JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY | ||||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| JEWISH FEDERATION HEART OF NJ | ||||||||
| 230 OLD BRIDGE TURNPIKE | SOUTH RIVER | NJ | 08882 | N/A | PC | ANNUAL SUPPORT | $5,000 | |
| JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 100041010 | N/A | PC | PROGRAM SUPPORT | $1,615,000 | |
| JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 100041010 | N/A | PC | ANNUAL SUPPORT | $25,000 | |
| JEWISH MUSEUM | ||||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| JEWISH MUSEUM | ||||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | N/A | PC | ANNUAL SUPPORT | $100,000 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 100215093 | N/A | PC | ANNUAL SUPPORT | $10,000 | |
| JTA-MJL NEW CORP | ||||||||
| 520 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | ANNUAL SUPPORT | $50,000 | |
| LIMMUD FSU INTERNATIONAL FOUNDATION | ||||||||
| 80 CENTRAL PARK WEST APT 2D | NEW YORK | NY | 100235204 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| LISA B FISHMAN FOUNDATION INC | ||||||||
| 11 WEDGEWOOD DRIVE | MONTVILLE | NJ | 07045 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| LUBAVITCH CHEDER DAY SCHOOL | ||||||||
| 1758 FORD PKWY | SAINT PAUL | MN | 551162120 | N/A | PC | ANNUAL SUPPORT | $15,000 | |
| MIDDLE EAST MEDIA & RESEARCH INSTITUTE | ||||||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | N/A | PC | ANNUAL SUPPORT | $10,000 | |
| MINNEAPOLIS JEWISH FEDERATION | ||||||||
| 4330 CEDAR LAKE ROAD SOUTH | MINNEAPOLIS | MN | 55416 | N/A | PC | ANNUAL SUPPORT | $12,500 | |
| MINNESOTA HILLEL | ||||||||
| 1521 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 554142021 | N/A | PC | CAPITAL SUPPORT | $20,000 | |
| MUSEUM OF JEWISH HERITAGE | ||||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| NCSEJ | ||||||||
| 1120 20TH STREET NW SUITE 300N | WASHINGTON | DC | 20036 | N/A | PC | ANNUAL SUPPORT | $1,000 | |
| NCSY - ORTHODOX UNION | ||||||||
| 1345 QUEEN ANNE ROAD | TEANECK | NJ | 07666 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| NEW YORK UNIVERSITY SCHOOL OF LAW | ||||||||
| 22 WASHINGTON SQUARE NORTH 2ND FL | NEW YORK | NY | 10011 | N/A | PC | SCHOLARSHIPS | $500,000 | |
| NEW YORK UNIVERSITY SCHOOL OF LAW | ||||||||
| 22 WASHINGTON SQUARE NORTH 2ND FL | NEW YORK | NY | 10011 | N/A | PC | ANNUAL SUPPORT | $25,000 | |
| NEWARK ACADEMY | ||||||||
| 91 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | N/A | PC | ANNUAL SUPPORT | $18,000 | |
| NEWARK ACADEMY | ||||||||
| 91 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | N/A | PC | CAPITAL SUPPORT | $25,000 | |
| OHR TORAH STONE INSTITUTIONS OF ISRAEL | ||||||||
| 49 WEST 45TH STREET SUITE 701 | NEW YORK | NY | 100364603 | N/A | PC | ANNUAL SUPPORT | $10,000 | |
| PGA TOUR FIRST TEE FOUNDATION INC | ||||||||
| 13000 SAWGRASS VILLAGE CIRCLE | PONTE VEDRA BEACH | FL | 32082 | N/A | PC | ANNUAL SUPPORT | $100,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 100 OVERLOOK CENTER SUITE 300 | PRINCETON | NJ | 08540 | N/A | PC | ANNUAL SUPPORT | $50,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 100 OVERLOOK CENTER SUITE 300 | PRINCETON | NJ | 08540 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| PRIZMAH CENTER FOR JEWISH DAY SCHOOLS | ||||||||
| 254 WEST 54TH STREET 11TH FL | NEW YORK | NY | 100195516 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ROOTS & WINGS FOUNDATION - A NEW JERSEY NONPROFIT CORPORATION | ||||||||
| 75 BLOOMFIELD AVENUE SUITE 303 | DENVILLE | NJ | 078342735 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| RUTGERS HILLEL | ||||||||
| 70 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | N/A | PC | CAPITAL SUPPORT | $100,000 | |
| RUTGERS HILLEL | ||||||||
| 70 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | N/A | PC | ANNUAL SUPPORT | $36,000 | |
| RUTGERS UNIVERSITY FOUNDATION | ||||||||
| 335 GEORGE STREET LIBERTY PLAZA | NEW BRUNSWICK | NJ | 08901 | N/A | PC | PROGRAM SUPPORT | $90,000 | SUITE 400 |
| SELFHELP COMMUNITY SERVICES | ||||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE CONFERENCE OF PRESIDENTS OF MAJOR AMERICAN JEWISH ORGS FUND | ||||||||
| 633 THIRD AVENUE 21ST FL | NEW YORK | NY | 100178157 | N/A | PC | ANNUAL SUPPORT | $15,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 900246506 | N/A | PC | ENDOWMENT FUNDING | $200,000 | |
| TORAH ACADEMY OF MINNEAPOLIS | ||||||||
| 2800 JOPPA AVENUE SOUTH | ST LOUIS PARK | MN | 55416 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 EAST 59TH STREET PO BOX 4227 | NEW YORK | NY | 10022 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| UNITED JEWISH FUND AND COUNCIL | ||||||||
| 790 SOUTH CLEVELAND | ST PAUL | MN | 55116 | N/A | PC | ANNUAL SUPPORT | $12,500 | |
| UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM | ||||||||
| 120 BROADWAY STE 1540 | NEW YORK | NY | 102710032 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19104 | N/A | PC | SCHOLARSHIPS | $1,000,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 2201 WEST END AVENUE | NASHVILLE | TN | 37240 | N/A | PC | SCHOLARSHIPS | $1,000,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 2201 WEST END AVENUE | NASHVILLE | TN | 37240 | N/A | PC | PROGRAM SUPPORT | $250,000 | |
| VISUAL ARTS CENTER OF NJ | ||||||||
| 68 ELM STREET | SUMMIT | NJ | 07901 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| VISUAL ARTS CENTER OF NJ | ||||||||
| 68 ELM STREET | SUMMIT | NJ | 07901 | N/A | PC | CAPITAL SUPPORT | $100,000 | |
| WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | ||||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | ||||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| YESHIVA UNIVERSITY | ||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | N/A | PC | ANNUAL SUPPORT | $100,000 | |
| YESHIVA UNIVERSITY | ||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | N/A | PC | SCHOLARSHIPS | $1,612,500 | |
| YM-YWHA OF UNION COUNTY INC | ||||||||
| 501 GREEN LANE | UNION | NJ | 07083 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| YM-YWHA OF UNION COUNTY INC | ||||||||
| 501 GREEN LANE | UNION | NJ | 07083 | N/A | PC | ANNUAL SUPPORT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,022,450 | 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 | $16,324 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,789,419 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,361 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $110,873 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESCINDED GRANTS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $25,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,943,977 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,943,977 | 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 |
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 (114 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 21ST CENTURY FOX AMERICA 3.700% DUE 10/15/25 (250,000.000 QTY) | $237,640 | $237,640 |
| AETNA INC 3.500% DUE 11/15/24 (500,000.000 QTY) | $486,280 | $486,280 |
| AID-ISRAEL 0.000% DUE 11/1/23 (150,000.000 QTY) | $143,876 | $143,876 |
| ALLSTATE CORP 3.280% DUE 12/15/26 (250,000.000 QTY) | $237,265 | $237,265 |
| AMAZON.COM INC 3.150% DUE 8/22/27 (500,000.000 QTY) | $470,905 | $470,905 |
| AMAZON.COM INC 5.200% DUE 12/3/25 (250,000.000 QTY) | $254,358 | $254,358 |
| AMERICAN EXPRESS CO 3.625% DUE 12/5/24 (500,000.000 QTY) | $487,035 | $487,035 |
| ANHEUSER-BUSCH INBEV WOR 4.000% DUE 4/13/28 (250,000.000 QTY) | $238,405 | $238,405 |
| ANHEUSER-BUSCH INBEV WOR 4.750% DUE 1/23/29 (250,000.000 QTY) | $247,343 | $247,343 |
| ANTHEM INC 2.875% DUE 9/15/29 (250,000.000 QTY) | $220,230 | $220,230 |
| ANTHEM INC 3.650% DUE 12/1/27 (250,000.000 QTY) | $236,290 | $236,290 |
| APPLE INC 2.400% DUE 5/3/23 (100,000.000 QTY) | $99,200 | $99,200 |
| APPLE INC 3.250% DUE 2/23/26 (250,000.000 QTY) | $240,348 | $240,348 |
| APPLE INC 3.350% DUE 2/9/27 (250,000.000 QTY) | $239,493 | $239,493 |
| APPLE INC 3.850% DUE 5/4/43 (100,000.000 QTY) | $86,238 | $86,238 |
| BANK OF NEW YORK MELLON 3.650% 2/4/24 (250,000.000 QTY) | $246,135 | $246,135 |
| BANK OF NY MELLON CORP 3.000% DUE 10/30/28 (250,000.000 QTY) | $223,255 | $223,255 |
| BANK OF NY MELLON CORP 3.250% DUE 5/16/27 (250,000.000 QTY) | $235,088 | $235,088 |
| BANK OF NY MELLON CORP DUE 2/7/28 (250,000.000 QTY) | $234,245 | $234,245 |
| BERKSHIRE HATHAWAY INC 3.000% DUE 2/11/23 (250,000.000 QTY) | $249,493 | $249,493 |
| BERKSHIRE HATHAWAY INC 3.125% DUE 3/15/26 (500,000.000 QTY) | $479,670 | $479,670 |
| BK OF AMER CORP VAR RT PERP MAT DTD 1/25/22 (2,000,000.000 QTY) | $1,693,862 | $1,693,862 |
| BK OF NY MELLON VAR RT PERP MAT DTD 8/1/16 (1,000,000.000 QTY) | $852,740 | $852,740 |
| BOEING CO 6.875% DUE 3/15/39 (100,000.000 QTY) | $105,594 | $105,594 |
| BRISTOL-MYERS SQUIBB CO 3.250% DUE 11/1/23 (250,000.000 QTY) | $246,450 | $246,450 |
| BRISTOL-MYERS SQUIBB CO 3.250% DUE 2/27/27 (500,000.000 QTY) | $476,630 | $476,630 |
| CANADIAN PACIFIC LTD 4.450% DUE 3/15/23 (250,000.000 QTY) | $249,660 | $249,660 |
| CAP ONE FINL CO VAR RT PERP MAT DTD 6/10/21 (2,000,000.000 QTY) | $1,570,761 | $1,570,761 |
| CATERPILLAR INC 2.600% DUE 9/19/29 (250,000.000 QTY) | $220,590 | $220,590 |
| CATERPILLAR INC 3.400% DUE 5/15/24 (250,000.000 QTY) | $245,245 | $245,245 |
| CBS CORP 4.000% DUE 1/15/26 (250,000.000 QTY) | $239,735 | $239,735 |
| CHARLES SCHWAB CORP VAR RT PERP MAT DTD 12/11/20 (2,210,000.000 QTY) | $1,762,365 | $1,762,365 |
| CHARLES SCHWAB CORP VAR RT PERP MAT DTD 3/4/22 (625,000.000 QTY) | $570,624 | $570,624 |
| CIGNA CORP 4.375% DUE 10/15/28 (250,000.000 QTY) | $241,580 | $241,580 |
| CITIGROUP INC 4.450% DUE 9/29/27 (500,000.000 QTY) | $477,800 | $477,800 |
| CITIGROUP INC VAR RT PERP MAT DTD 10/27/21 (2,000,000.000 QTY) | $1,632,858 | $1,632,858 |
| CITIGROUP INC VAR RT PERP MAT DTD 12/10/20 (2,750,000.000 QTY) | $2,395,580 | $2,395,580 |
| CITIGROUP INC VAR RT PERP MAT DTD 9/12/19 (4,000,000.000 QTY) | $3,560,049 | $3,560,049 |
| COLGATE-PALMOLIVE CO 3.250% DUE 3/15/24 (250,000.000 QTY) | $245,908 | $245,908 |
| COMCAST CORP 3.300% DUE 2/1/27 (250,000.000 QTY) | $235,915 | $235,915 |
| ENERGY TRANSFER LP VAR RT PERP MAT DTD 1/22/20 (8,610,000.000 QTY) | $7,189,350 | $7,189,350 |
| EXXON MOBIL CORPORATION 3.043% DUE 3/1/26 (250,000.000 QTY) | $238,720 | $238,720 |
| FIFTH THIRD BANCORP VAR RT PERP MAT DTD 5/16/13 (625,000.000 QTY) | $593,750 | $593,750 |
| FIFTH THIRD BANCORP VAR RT PERP MAT DTD 6/5/14 (2,750,000.000 QTY) | $2,692,629 | $2,692,629 |
| GEN MOTORS FINL CO VAR RT PERP MAT DTD 9/20/17 (1,000,000.000 QTY) | $841,897 | $841,897 |
| GENERAL MOTORS ACCPT CRP 8.000% DUE 11/1/31 (250,000.000 QTY) | $260,668 | $260,668 |
| GENERAL MOTORS FINL CO DUE 11/17/23 (625,000.000 QTY) | $623,309 | $623,309 |
| GOLDMAN SACHS CAP II VAR RT DTD 5/15/07 (3,000,000.000 QTY) | $2,254,020 | $2,254,020 |
| GOLDMAN SACHS GROUP INC 3.800% DUE 3/15/30 (250,000.000 QTY) | $225,120 | $225,120 |
| GOLDMAN SACHS GROUP INC 3.850% 7/8/24 (250,000.000 QTY) | $244,758 | $244,758 |
| GOLDMAN SACHS GROUP INC VAR RT DUE 10/21/27 (625,000.000 QTY) | $546,491 | $546,491 |
| GOLDMAN SACHS GROUP INC VAR RT PERP MAT DTD 10/28/21 (2,000,000.000 QTY) | $1,664,807 | $1,664,807 |
| HOME DEPOT INC 3.350% DUE 9/15/25 (250,000.000 QTY) | $242,590 | $242,590 |
| HONEYWELL INTERNATIONAL 3.350% DUE 12/1/23 (250,000.000 QTY) | $246,590 | $246,590 |
| HSBC HOLDINGS PLC DUE 9/12/26 (625,000.000 QTY) | $615,262 | $615,262 |
| HUMANA INC 3.950% DUE 3/15/27 (500,000.000 QTY) | $479,990 | $479,990 |
| INGERSOLL-RAND GL HLD CO 4.250% DUE 6/15/23 (250,000.000 QTY) | $249,418 | $249,418 |
| INTEL CORP 3.150% DUE 5/11/27 (250,000.000 QTY) | $235,878 | $235,878 |
| JOHNSON & JOHNSON 3.350% DUE 12/1/23 (250,000.000 QTY) | $246,593 | $246,593 |
| JPMORGAN CHASE & CO 3.200% DUE 6/15/26 (250,000.000 QTY) | $236,328 | $236,328 |
| JPMORGAN CHASE & CO 3.875% DUE 2/1/24 (250,000.000 QTY) | $246,823 | $246,823 |
| JPMORGAN CHASE & CO DUE 10/15/30 (500,000.000 QTY) | $420,440 | $420,440 |
| JPMORGAN CHASE & CO VAR RT PERP MAT DTD 1/23/20 (7,125,000.000 QTY) | $6,278,906 | $6,278,906 |
| LOCKHEED MARTIN CORP 3.550% DUE 1/15/26 (250,000.000 QTY) | $243,090 | $243,090 |
| MCDONALD'S CORP 3.250% DUE 6/10/24 (250,000.000 QTY) | $244,733 | $244,733 |
| MCDONALD'S CORP 3.700% DUE 3.700% DUE 1/30/26 (250,000.000 QTY) | $243,335 | $243,335 |
| MCKESSON CORP 3.796% DUE 3/15/24 (250,000.000 QTY) | $245,808 | $245,808 |
| MCKESSON CORP 3.950% DUE 2/16/28 (250,000.000 QTY) | $236,530 | $236,530 |
| METLIFE INC 3.600% DUE 4/10/24 (250,000.000 QTY) | $245,560 | $245,560 |
| MICROSOFT CORP 3.125% DUE 11/3/25 (500,000.000 QTY) | $483,455 | $483,455 |
| MICROSOFT CORP 3.300% DUE 2/6/27 (250,000.000 QTY) | $241,185 | $241,185 |
| NEWELL RUBBERMAID INC 4.000% DUE 12/1/24 (250,000.000 QTY) | $240,625 | $240,625 |
| NORFOLK SOUTHN CORP 7.050% DUE 5/1/37 (100,000.000 QTY) | $108,304 | $108,304 |
| NORTHERN TRUST CORP 3.150% DUE 5/3/29 (500,000.000 QTY) | $453,670 | $453,670 |
| NORTHERN TRUST CORP 3.650% DUE 8/3/28 (250,000.000 QTY) | $237,850 | $237,850 |
| PEPSICO INC 2.850% DUE 2/24/26 (250,000.000 QTY) | $237,693 | $237,693 |
| PEPSICO INC 3.000% DUE 10/15/27 (500,000.000 QTY) | $469,590 | $469,590 |
| PETROBRAS GLOBAL FIN 6.750% DUE 6/3/50 (1,000,000.000 QTY) | $872,831 | $872,831 |
| PFIZER INC 3.000% DUE 12/15/26 (250,000.000 QTY) | $236,893 | $236,893 |
| PFIZER INC 3.000% DUE 6/15/23 (250,000.000 QTY) | $247,943 | $247,943 |
| PFIZER INC 3.400% DUE 5/15/24 (250,000.000 QTY) | $245,173 | $245,173 |
| PFIZER INC 3.450% DUE 3/15/29 (250,000.000 QTY) | $235,570 | $235,570 |
| PNC BANK NA 3.250% DUE 1/22/28 (250,000.000 QTY) | $233,553 | $233,553 |
| PRUDENTIAL FINANCIAL INC 3.878% DUE 3/27/28 (310,000.000 QTY) | $297,761 | $297,761 |
| SOUTHERN CO 3.250% DUE 7/1/26 (250,000.000 QTY) | $235,343 | $235,343 |
| SOUTHERN CO 4.200% DUE 10/15/60 (20,000.000 QTY) | $347,000 | $347,000 |
| SOUTHERN POWER CO 4.150% DUE 12/1/25 (250,000.000 QTY) | $245,415 | $245,415 |
| STARBUCKS CORP 3.500% DUE 3/1/28 (500,000.000 QTY) | $469,465 | $469,465 |
| STARBUCKS CORP 3.550% DUE 8/15/29 (250,000.000 QTY) | $231,033 | $231,033 |
| STATE STREET CORP 2.650% DUE 5/19/26 (250,000.000 QTY) | $235,200 | $235,200 |
| STATE STREET CORP 3.300% DUE 12/16/24 (250,000.000 QTY) | $244,065 | $244,065 |
| SVB FINL GROUP VAR RT PERP MAT DTD 10/29/21 (2,000,000.000 QTY) | $1,312,097 | $1,312,097 |
| SYSCO CORPORATION 3.750% DUE 10/1/25 (250,000.000 QTY) | $242,125 | $242,125 |
| TARGET CORP 2.650% DUE 9/15/30 (500,000.000 QTY) | $430,895 | $430,895 |
| TARGET CORP 3.500% DUE 7/1/24 (250,000.000 QTY) | $244,960 | $244,960 |
| THOMSON REUTERS CORP 3.850% DUE 9/29/24 (250,000.000 QTY) | $242,175 | $242,175 |
| TIME WARNER INC 3.875% DUE 1/15/26 (250,000.000 QTY) | $233,465 | $233,465 |
| UNION PACIFIC CORP 2.950% DUE 1/15/23 (250,000.000 QTY) | $249,825 | $249,825 |
| UNITEDHEALTH GROUP INC 3.450% DUE 1/15/27 (250,000.000 QTY) | $238,175 | $238,175 |
| US BANCORP 3.100% DUE 4/27/26 (500,000.000 QTY) | $472,810 | $472,810 |
| USD THOMSON REUTERS 3.350% DUE 5/15/26 (250,000.000 QTY) | $236,930 | $236,930 |
| VENTAS REALTY LP 3.850 DUE 4/1/27 (250,000.000 QTY) | $235,075 | $235,075 |
| VERIZON COMMUNICATIONS 4.016% DUE 12/3/29 (250,000.000 QTY) | $234,723 | $234,723 |
| VERIZON COMMUNICATIONS 6.400% DUE 9/15/33 (100,000.000 QTY) | $106,709 | $106,709 |
| VISA INC 3.150% DUE 12/14/25 (500,000.000 QTY) | $482,095 | $482,095 |
| VODAFONE GROUP PLC 2.950% DUE 2/19/23 (250,000.000 QTY) | $249,390 | $249,390 |
| WALGREENS BOOTS ALLIANCE 3.450% DUE 6/1/26 (250,000.000 QTY) | $237,940 | $237,940 |
| WALMART INC 3.250% DUE 7/8/29 (250,000.000 QTY) | $233,618 | $233,618 |
| WALMART INC 3.700% DUE 6/26/28 (250,000.000 QTY) | $241,993 | $241,993 |
| WAL-MART STORES INC 3.300% DUE 4/22/24 (500,000.000 QTY) | $489,980 | $489,980 |
| WALT DISNEY COMPANY/THE 3.000% DUE 2/13/26 (500,000.000 QTY) | $473,925 | $473,925 |
| WELLS FARGO & COMPANY 3.450% DUE 2/13/23 (250,000.000 QTY) | $249,533 | $249,533 |
| WELLS FARGO & COMPANY 4.300% DUE 7/22/27 (250,000.000 QTY) | $240,998 | $240,998 |
| WELLS FARGO & COMPANY 4.480% DUE 1/16/24 (250,000.000 QTY) | $248,253 | $248,253 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVERUM BIOTECHNOLOGIES (ADVM) 245,897.000 SHARES | $142,497 | $142,497 |
| ALEXANDRIA REAL EST EQTS (ARE) 3,000.000 SHARES | $437,010 | $437,010 |
| ALPHABET INC-CL C (GOOG) 20,000.000 SHARES | $1,774,600 | $1,774,600 |
| AMAZON COM INC COM (AMZN) 48,000.000 SHARES | $4,032,000 | $4,032,000 |
| APPLE INC (AAPL) 88,800.000 SHARES | $11,537,784 | $11,537,784 |
| ARCHER-DANIELS-MIDLAND CO (ADM) 13,399.000 SHARES | $1,244,097 | $1,244,097 |
| AT&T INC 5.000% PERP SERIES A (20,000.000 QTY) | $367,000 | $367,000 |
| AVALONBAY CMMUN INC (AVB) 24,585.000 SHARES | $3,970,969 | $3,970,969 |
| BANK OF AMERICA CORP 4.125% PERP STK SER PP (10,000.000 QTY) | $167,000 | $167,000 |
| BANK OF AMERICA CORP 5.375% PERP STK SER KK (10,000.000 QTY) | $209,400 | $209,400 |
| BRISTOL-MYERS SQUIBB CO (BMY) 5,000.000 SHARES | $359,750 | $359,750 |
| CAPITAL ONE FINCL CO 4.800% PERP STK (10,000.000 QTY) | $174,000 | $174,000 |
| CHEVRON CORP (CVX) 1,700.000 SHARES | $305,133 | $305,133 |
| CITIGROUP INC 7.125% PERP SER J (20,000.000 QTY) | $503,200 | $503,200 |
| COCA COLA COM (KO) 6,000.000 SHARES | $381,660 | $381,660 |
| ELI LILLY & CO (LLY) 5,700.000 SHARES | $2,085,288 | $2,085,288 |
| ESSEX PPTY TR INC COM (ESS) 3,000.000 SHARES | $635,760 | $635,760 |
| FIRST REPUBLIC BANK 4.500% PERP STK SER N (16,000.000 QTY) | $276,160 | $276,160 |
| FIRST REPUBLIC BANK 4.700% PERP STK SER J (10,000.000 QTY) | $185,500 | $185,500 |
| FIRST REPUBLIC BANK 5.125% PERP STK SER H (10,000.000 QTY) | $196,800 | $196,800 |
| ILLUMINA INC (ILMN) 10,200.000 SHARES | $2,062,440 | $2,062,440 |
| INTEL CORP (INTC) 17,975.000 SHARES | $475,079 | $475,079 |
| IVERIC BIO INC (ISEE) 80,000.000 SHARES | $1,712,800 | $1,712,800 |
| JBG SMITH PROPERTIES REG (JBGS) 7,000.000 SHARES | $132,860 | $132,860 |
| JOHNSON AND JOHNSON COM (JNJ) 900.000 SHARES | $158,985 | $158,985 |
| JOHNSON CONTROLS INTER (JCI) 20,000.000 SHARES | $1,280,000 | $1,280,000 |
| JP MORGAN CHASE & CO 4.550% PERP SER JJ (10,000.000 QTY) | $186,100 | $186,100 |
| JP MORGAN CHASE & CO 4.625% PERK STK SER LL (20,000.000 QTY) | $376,800 | $376,800 |
| LOWE'S COMPANIES INC (LOW) 11,000.000 SHARES | $2,191,640 | $2,191,640 |
| MCDONALDS CORP COM (MCD) 700.000 SHARES | $184,471 | $184,471 |
| METLIFE INC 4.750% PERP STK SER F (10,000.000 QTY) | $195,500 | $195,500 |
| MICROSOFT CORP (MSFT) 10,700.000 SHARES | $2,566,074 | $2,566,074 |
| MONDELEZ INTERNATIONAL (MDLZ) 5,900.000 SHARES | $393,235 | $393,235 |
| MORGAN STANLEY 4.250% PERP STK SER O (10,000.000 QTY) | $171,800 | $171,800 |
| NOVARTIS AG-SPONSORED ADR (NVS) 5,000.000 SHARES | $453,600 | $453,600 |
| ORACLE CORP (ORCL) 20,000.000 SHARES | $1,634,800 | $1,634,800 |
| PARAMOUNT GLOBAL (PARA) 10,000.000 SHARES | $168,800 | $168,800 |
| PAYPAL HOLDINGS INC SHS (PYPL) 3,000.000 SHARES | $213,660 | $213,660 |
| PFIZER INC (PFE) 5,000.000 SHARES | $256,200 | $256,200 |
| TESLA INC (TSLA) 15,900.000 SHARES | $1,958,562 | $1,958,562 |
| U.S. BANCORP 3.750% PERP STOCK (20,000.000 QTY) | $310,000 | $310,000 |
| VERIZON COMMUNICATIONS INC (VZ) 4,801.000 SHARES | $189,159 | $189,159 |
| VORNADO REALTY TRUST 5.250% PERP SER M (5,000.000 QTY) | $80,300 | $80,300 |
| WALMART INC (WMT) 25,000.000 SHARES | $3,544,750 | $3,544,750 |
| WALT DISNEY CO/THE (DIS) 1,770.000 SHARES | $153,778 | $153,778 |
| WELLS FARGO COMPANY 5.850% PERP STOCK (20,000.000 QTY) | $460,200 | $460,200 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $927,745 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $927,745 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,016,209 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,016,209 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK ESG CAP (25,000.000 QTY) | FMV | $335,750 | $335,750 |
| BX STRATEGIC PARTNERS SECONDARIES IX FUND (OFFSHORE), LP (170.000 QTY) | FMV | $208,625 | $208,625 |
| JBG SMITH PROPERTIES (JBGS) (68,552.000 QTY) | FMV | $1,301,117 | $1,301,117 |
| JPM MANAGED INCOME FD (JMGIX) (252,353.860 QTY) | FMV | $2,518,491 | $2,518,491 |
| JPMORGAN EQUITY PREMIUM INCO (JEPI) (17,575.000 QTY) | FMV | $957,662 | $957,662 |
| JPMRGN PREFER & INC SEC-I (223,300.190 QTY) | FMV | $2,003,003 | $2,003,003 |
| VORNADO REALITY TRUST (VNO) (87,104.000 QTY) | FMV | $1,812,634 | $1,812,634 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $35,544,194 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $620 | $620 | $0 |
| BUSINESS REGISTRATION FEES | $31 | $0 | $31 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $0 | $614,883 | $0 |
| OTHER INCOME | $2,361 | $2,361 | $2,361 |
| RESCINDED GRANTS | $25,000 | $25,000 |
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 | $39,027,498 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $507,500 | $0 | $0 |
| FOREIGN TAX | $2,744 | $2,744 | $0 |
Comments