THE MARK AND JANE WILF FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE MARK AND JANE WILF FAMILY FOUNDATION INC (EIN 75-3224210)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-07
- IRS object ID
- 202233119349100803
- Schema version
- 2021v4.2
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-07T10:41:07-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | 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 | TRUSTEE | PersonTitleTxt |
| Phone | 9739248246 | PhoneNum |
| Signature | 2022-08-24 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMYN GILLANI | PreparerPersonNm |
| PTIN | P01522152 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2022-08-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,351,970 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,421,530 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $404 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $404 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $369,179 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $369,179 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $325,279 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,449,309 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $325,279 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,116,392 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $694,862 | 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 | $4,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $298,031 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $31 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $302,781 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,750 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $473,415 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $473,415 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $776,196 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,750 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $473,446 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,340,196 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $690,112 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,214 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $324,490 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,012,451 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,012,451 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $562,542 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $546,298 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $89,081 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $25,260,799 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,932,329 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,250,438 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,837 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,150,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,491,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,351,970 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $26,150,882 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $29,491,078 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,150,882 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,491,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,150,882 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,491,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,150,882 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,340,196 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,491,078 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,491,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $5,447,351 | $5,122,193 | $325,158 | $325,158 |
| ISRAELBONDS | P | $1,958 | $1,837 | $121 | $121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $325,279 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,593 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,593 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,593 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,687 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $207,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $213,187 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $203,594 | OverpaymentAmt |
| Applied To ES Tax | $203,594 | 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 |
| 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 | CITRIN COOPERMAN | IndividualWithBooksNm |
| Phone | 2126971000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | TRUSTEE & PRESIDENT | 0.25 | $0 | $0 | $0 |
| JANE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE & VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| ZYGMUNT WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE, SECRETARY & TREASURER | 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 | $29,814,524 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,636,085 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,450,609 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,450,609 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $471,759 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,978,850 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,548,943 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,548,943 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,593 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,593 | TotalTaxAmt |
| Distributable Before Adj | $1,539,350 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,539,350 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,539,350 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $473,446 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $473,446 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,539,350 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $123,660 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $303,186 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $426,846 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $473,446 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $473,446 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $426,846 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $426,846 | 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 | $639,058 | 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 (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| WHITE HOUSE HISTORICAL ASSOCIATION | |||||||
| 740 JACKSON PLACE NW | WASHINGTON | DC | 200060000 | PC | PROGRAM SUPPORT | $35,000 | |
| NORTON MUSEUM OF ART | |||||||
| 1450 SOUTH DIXIE HIGHWAY | WEST PALM BCH | FL | 334016405 | PC | PROGRAM SUPPORT | $25,000 | |
| THE FIRST TEE OF METROPOLITAN NEW YORK | |||||||
| 3545 JEROME AVENUE | BRONX | NY | 10467 | PC | PROGRAM SUPPORT | $25,000 | |
| AMERICAN FRIENDS OF LEKET ISRAEL INC | |||||||
| 384 WARWICK AVE PO BOX 2090 | TEANECK | NJ | 07666 | PC | PROGRAM SUPPORT | $25,000 | |
| COMMUNITY FOOD BANK OF NEW JERSEY | |||||||
| 31 EVANS TERMINAL ROAD | HILLSIDE | NJ | 072052400 | PC | PROGRAM SUPPORT | $25,000 | |
| MINNEAPOLIS INSTITUTE OF FINE ARTS | |||||||
| 2400 THIRD AVENUE SOUTH | MINNEAPOLIS | MN | 554043506 | PC | PROGRAM SUPPORT | $25,000 | |
| NORTON MUSEUM OF ART | |||||||
| 1450 SOUTH DIXIE HIGHWAY | WEST PALM BCH | FL | 334016405 | PC | PROGRAM SUPPORT | $25,000 | |
| THE FIRST TEE OF METROPOLITAN NEW YORK | |||||||
| 3545 JEROME AVENUE | BRONX | NY | 10467 | PC | PROGRAM SUPPORT | $25,000 | |
| GOLDA OCH ACADEMY | |||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PC | PROGRAM SUPPORT | $20,000 | |
| MINDS MATTER | |||||||
| 1120 AVENUE OF THE AMERICAS 4TH | NEW YORK | NY | 100366700 | PC | PROGRAM SUPPORT | $20,000 | FLOOR |
| SOLOMON R GUGGENHEIM FOUNDATION | |||||||
| 1071 5TH AVENUE | NEW YORK | NY | 101280112 | PC | PROGRAM SUPPORT | $20,000 | |
| PALM BEACH ORTHODOX SYNAGOGUE | |||||||
| 120 NORTH COUNTY ROAD | PALM BEACH | FL | 334803917 | PC | PROGRAM SUPPORT | $18,000 | |
| MANHATTAN THEATRE CLUB INC | |||||||
| 311 WEST 43RD STREET | NEW YORK | NY | 100366413 | PC | PROGRAM SUPPORT | $12,500 | |
| JEFFS PLACE CHILDRENS BEREAVEMENT CENTER INC | |||||||
| 281 PLEASANT STREET | FRAMINGHAM | MA | 017014778 | PC | PROGRAM SUPPORT | $10,000 | |
| AMERICAN FRIENDS OF SHALVA ISRAEL | |||||||
| 315 FIFTH AVENUE 6TH FLOOR | NEW YORK | NY | 100166510 | PC | PROGRAM SUPPORT | $10,000 | |
| JEFFS PLACE CHILDRENS BEREAVEMENT CENTER INC | |||||||
| 281 PLEASANT STREET | FRAMINGHAM | MA | 017014778 | PC | PROGRAM SUPPORT | $10,000 | |
| JEWISH COMMUNITY FOUNDATION OF GREATER METROWEST NJ | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 079811105 | PC | PROGRAM SUPPORT | $10,000 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 334091905 | PC | PROGRAM SUPPORT | $10,000 | |
| THE FIRST TEE OF METROPOLITAN NEW YORK | |||||||
| 3545 JEROME AVENUE | BRONX | NY | 10467 | PC | PROGRAM SUPPORT | $10,000 | |
| VIA ART FUND INC | |||||||
| 219 WEST 19TH STREET 2ND FLOOR | NEW YORK | MA | 10011 | PC | PROGRAM SUPPORT | $10,000 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET SUITE 623 | NEW YORK | NY | 100222746 | PC | PROGRAM SUPPORT | $6,250 | |
| FRIENDSHIP CIRCLE - LIFETOWN | |||||||
| 10 MICROLAB ROAD | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $5,400 | |
| PINGRY SCHOOL | |||||||
| 131 MARTINSVILLE ROAD | BASKING RIDGE | NJ | 07920 | PC | PROGRAM SUPPORT | $5,000 | |
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | PC | PROGRAM SUPPORT | $5,000 | |
| ABINGTON FRIENDS SCHOOL | |||||||
| 575 WASHINGTON LANE | JENKINTOWN | PA | 19046 | PC | PROGRAM SUPPORT | $5,000 | |
| AMERICAN FRIENDS OF YESHIVAT LEV HATORAH | |||||||
| 166 EDGEMONT PL | TEANECK | NJ | 076664619 | PC | PROGRAM SUPPORT | $5,000 | |
| COMMUNITY FOOD BANK OF NEW JERSEY | |||||||
| 31 EVANS TERMINAL ROAD | HILLSIDE | NJ | 072052400 | PC | PROGRAM SUPPORT | $5,000 | |
| GOLDA OCH ACADEMY | |||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PC | PROGRAM SUPPORT | $5,000 | |
| GREENLIGHT FUND | |||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 021165001 | PC | PROGRAM SUPPORT | $5,000 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET SUITE 623 | NEW YORK | NY | 100222746 | PC | PROGRAM SUPPORT | $2,500 | |
| CHABAD JEWISH STUDENT CENTER AT VANDERBILT | |||||||
| C/O 3116 BELWOOD STREET | NASHVILLE | TN | 372031211 | PC | PROGRAM SUPPORT | $2,500 | |
| NEW JERSEY PERFORMING ARTS CENTER CORPORATION | |||||||
| 1 CENTER ST | NEWARK | NJ | 071024501 | PC | PROGRAM SUPPORT | $2,500 | |
| BREAST CANCER RESEARCH FOUNDATION INC | |||||||
| 60 EAST 56TH STREET | NEW YORK | NY | 100223204 | PC | PROGRAM SUPPORT | $1,800 | |
| FRIENDS OF ELNET | |||||||
| 5215 OLD ORCHARD ROAD | SKOKIE | IL | 600771035 | PC | PROGRAM SUPPORT | $1,800 | |
| INNOVATION AFRICA | |||||||
| 520 8TH AVE 15TH FLOOR | NEW YORK | NY | 100186507 | PC | PROGRAM SUPPORT | $1,800 | |
| PARK AVENUE SYNAGOGUE | |||||||
| PARK AVENUE SYNAGOGUE 50 EAST 87TH | NEW YORK | NY | 10128 | PC | PROGRAM SUPPORT | $1,800 | STREET |
| JEWISH VOCATIONAL SERVICE OF METRO WEST | |||||||
| 354 EISENHOWER PARKWAY PLAZA | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $1,800 | ONE/SUITE 2150 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 885 2ND AVENUE 7TH FLOOR | NEW YORK | NY | 10021 | PC | PROGRAM SUPPORT | $1,800 | |
| NEW JERSEY SEEDS | |||||||
| 494 BROAD STREET SUITE 105 | NEWARK | NJ | 071023217 | PC | PROGRAM SUPPORT | $1,800 | |
| PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW SUITE M201 | PALM BEACH | FL | 33480 | PC | PROGRAM SUPPORT | $1,800 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET SUITE 623 | NEW YORK | NY | 100222746 | PC | PROGRAM SUPPORT | $1,250 | |
| OXALOSIS AND HYPEROXALURIA FOUNDATION | |||||||
| 579 ALBANY POST RD | NEW PALTZ | NY | 125613629 | PC | PROGRAM SUPPORT | $1,000 | |
| TEEN CANCER AMERICA | |||||||
| 1001 WESTWOOD BLVD | LOS ANGELES | CA | 900242902 | PC | PROGRAM SUPPORT | $1,000 | |
| AMERICAN DIABETES ASSOCIATION | |||||||
| PO BOX 7023 | MERRIFIELD | VA | 221167023 | PC | PROGRAM SUPPORT | $1,000 | |
| AMERICAN FRIENDS OF MIGDAL OHR | |||||||
| 1325 AVENUE OF THE AMERICAS28TH | NEW YORK | NY | 10019 | PC | PROGRAM SUPPORT | $1,000 | FLOOR |
| AMERICAN HEART ASSOCIATION | |||||||
| 1 UNION STREET SUITE 301 | ROBBINSVILLE | NJ | 132203049 | PC | PROGRAM SUPPORT | $1,000 | |
| COALITION FOR THE HOMELESS | |||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | PC | PROGRAM SUPPORT | $1,000 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | |||||||
| 498 SEVENTH AVENUE 20TH FLOOR | NEW YORK | NY | 100186701 | PC | PROGRAM SUPPORT | $1,000 | |
| LIGHTHOUSE GUILD | |||||||
| 250 WEST 64TH STREET | NEW YORK | NY | 10023 | PC | PROGRAM SUPPORT | $1,000 | |
| MARCH OF DIMES | |||||||
| P O BOX 18819 | ATLANTA | GA | 31126 | PC | PROGRAM SUPPORT | $1,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 1480 US HIGHWAY 9 NORTH SUITE 301 | WOODBRIDGE | NJ | 07095 | PC | PROGRAM SUPPORT | $1,000 | |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST | EAST | CT | 06825 | PC | PROGRAM SUPPORT | $1,000 | |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 ROXBURY DRIVE | LOS ANGELES | CA | 90035 | PC | PROGRAM SUPPORT | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | PROGRAM SUPPORT | $1,000 | |
| TROVA NOW CORPORATION | |||||||
| 58 DEER RUN ROAD | RED HOOK | NY | 125712263 | PC | PROGRAM SUPPORT | $1,000 | |
| VISITING NURSE SERVICE OF NEW YORK | |||||||
| 107 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | PROGRAM SUPPORT | $1,000 | |
| VOLUNTEERS OF AMERICA | |||||||
| 135 WEST 50TH STREET 9TH FLOOR | NEW YORK | NY | 10020 | PC | PROGRAM SUPPORT | $1,000 | |
| WISTAR INSTITUTE | |||||||
| 3601 SPRUCE STREET | PHILADELPHIA | PA | 191044268 | PC | PROGRAM SUPPORT | $1,000 | |
| AMERICAN FRIENDS OF ISRAELI NAVY SEALS INC | |||||||
| 138 W 133RD ST | NEW YORK | NY | 100303340 | PC | PROGRAM SUPPORT | $1,000 | |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 208145269 | PC | PROGRAM SUPPORT | $1,000 | |
| EMMANUEL CANCER FOUNDATION | |||||||
| 67 WALNUT AVE STE 107 | CLARK | NJ | 070661640 | PC | PROGRAM SUPPORT | $1,000 | |
| GOLDA OCH ACADEMY | |||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PC | PROGRAM SUPPORT | $1,000 | |
| MRCC FOUNDATION INC | |||||||
| C/O MOUNTAIN RIDGE COUNTRY CLUB | PASSAIC AVENUE WES | NJ | 07006 | PC | PROGRAM SUPPORT | $1,000 | |
| NEW YORK WOMEN IN FILM & TELEVISION | |||||||
| 760 OLD DOCK ROAD | KINGS PARK | NY | 117541105 | PC | PROGRAM SUPPORT | $1,000 | |
| PALM BEACH COUNTRY CLUB FOUNDATION INC | |||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 334803300 | PC | PROGRAM SUPPORT | $1,000 | |
| SWEET DREAM MAKERS | |||||||
| 55 NE 5TH AVENUESUITE 400 | BOCA RATON | FL | 334324073 | PC | PROGRAM SUPPORT | $1,000 | |
| BREAST CANCER RESEARCH FOUNDATION INC | |||||||
| 60 EAST 56TH STREET | NEW YORK | NY | 100223204 | PC | PROGRAM SUPPORT | $600 | |
| AMERICAN FRIENDS OF ALYN HOSPITAL INC | |||||||
| 122 E 42ND ST RM 1519 | NEW YORK | NY | 101681519 | PC | PROGRAM SUPPORT | $500 | |
| COVENANT HOUSE | |||||||
| 330 WASHINGTON STREET | NEWARK | NJ | 07102 | PC | PROGRAM SUPPORT | $500 | |
| THE MEN OF ESSEX | |||||||
| PO BOX 1070 | EAST ORANGE | NJ | 070191070 | PC | PROGRAM SUPPORT | $500 | |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 223141112 | PC | PROGRAM SUPPORT | $500 | |
| ECLC FOUNDATION | |||||||
| 100 PASSAIC AVENUE SUITE I | CHATHAM | NJ | 07928 | PC | PROGRAM SUPPORT | $500 | |
| FAMILY CONNECTIONS | |||||||
| 395 S CENTER ST | ORANGE | NJ | 070503205 | PC | PROGRAM SUPPORT | $500 | |
| ISRAELI BOBSLEIGH AND SKELETON FEDERATION | |||||||
| 16420 N 92ND STREET SUITE 115 | SCOTTSDALE | AZ | 852601948 | PC | PROGRAM SUPPORT | $500 | |
| SPECIAL OLYMPICS NEW JERSEY | |||||||
| 3 PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | PC | PROGRAM SUPPORT | $500 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 1 UNION STREET SUITE 301 | ROBBINSVILLE | NJ | 132203049 | PC | PROGRAM SUPPORT | $360 | |
| CHABAD JEWISH STUDENT CENTER AT VANDERBILT | |||||||
| C/O 3116 BELWOOD STREET | NASHVILLE | TN | 372031211 | PC | PROGRAM SUPPORT | $360 | |
| LOUIS AND SANDRA GROTTA FOUNDATION | |||||||
| PO BOX 766 | NEW VERNON | NJ | 07976 | PC | PROGRAM SUPPORT | $360 | |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| 70 SOUTH ORANGE AVENUE SUITE 120 | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $360 | |
| NEWARK ACADEMY | |||||||
| 91 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $360 | |
| RWJ BARNABAS HEALTH | |||||||
| 94 OLD SHORT HILLS ROAD | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $180 | |
| CONGREGATION AGUDATH ISRAEL OF WEST ESSEX | |||||||
| 20 ACADEMY ROAD | CALDWELL | NJ | 07006 | PC | PROGRAM SUPPORT | $180 | |
| CONGREGATION ETZ CHAIM | |||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $180 | |
| FAMILY CONNECTIONS | |||||||
| 395 S CENTER ST | ORANGE | NJ | 070503205 | PC | PROGRAM SUPPORT | $175 | |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 303031002 | PC | PROGRAM SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $473,415 | 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 | $404 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $369,179 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $325,279 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $694,862 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $694,862 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | RETURNED GRANT USED IN FURTHERANCE OF THE FOUNDATION'S EXEMPT PURPOSE. | RelationshipStatementTxt |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MARK AND JANE WILF | ||||||
| 1 | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | $3,384,263 | Yes (X) |
| STEVEN WILF | ||||||
| 2 | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | $18,097 | Yes (X) |
| DANIEL WILF | ||||||
| 3 | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | $19,170 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES | $3,384,263 | 2021-12-01 |
| 2 | PUBLICLY TRADED SECURITIES | $18,097 | 2021-12-02 |
| 3 | PUBLICLY TRADED SECURITIES | $19,170 | 2021-12-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,750 | Amt |
| Net Investment Income | $4,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | 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 FORM 990-PF WITH THE NEW JERSEY ATTORNEY GENERAL BECAUSE IT DOES NOT SOLICIT FUNDS FROM THE PUBLIC. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $907,344 | $3,906,540 |
| ARGO GROUP INTL HLDGS | $125,000 | $133,350 |
| AT&T INC | $12,500 | $13,130 |
| BANK OF NY MELLON CORP | $1,105,130 | $1,097,250 |
| BNP PARIBAS SPX 100% | $750,000 | $729,075 |
| BNP PARIBAS SPX 80% | $750,000 | $740,100 |
| BNP PARIBAS XLF 51% | $600,000 | $759,600 |
| BNP PARIBAS XLF 52.3% | $300,000 | $378,630 |
| BNP PARIBAS XLF 78.5% | $300,000 | $355,440 |
| BNP PARIBAS XLF 34.2% | $500,000 | $544,250 |
| BNP PARIBAS XLF 36% | $500,000 | $556,450 |
| BNP PARIBAS XLF 65.5% | $1,100,000 | $1,199,220 |
| BNP PARIBAS XLF 58% | $1,100,000 | $1,243,660 |
| BNP PARIBAS XLF 67.1% | $1,100,000 | $1,173,150 |
| BNP PARIBAS XLF 64.4% | $1,100,000 | $1,213,190 |
| BROOKFIELD FIN I UK PLC | $370,500 | $364,127 |
| CAPITAL ONE FINANCIAL | $75,000 | $77,130 |
| JPMORGAN CHASE & CO | $50,000 | $52,680 |
| JPM CBEN S5AERO 4/28/22 (JPMORGAN CHASE FLNL CO) | $300,000 | $335,940 |
| AMERICAN INTL GROUP INC | $25,000 | $27,090 |
| FIFTH THIRD BANCORP | $1,189,211 | $1,210,437 |
| BARCLAYS BANK PLC CPN 3.4 | $400,000 | $411,240 |
| BARCLAYS BANK PLC SR GLBL CPN 12.4 | $500,000 | $555,850 |
| CITIGROUP INC | $1,243,861 | $1,224,113 |
| BANK OF AMERICA PFD 5 | $82,500 | $87,714 |
| PRUDENTIAL FINANCIAL INC | $12,500 | $13,020 |
| ROYAL BANK OF CANADA | $1,100,000 | $1,165,340 |
| SG DD CBEN XLP US 6/28/22 81% (SOCIETE GENERALE) | $300,000 | $349,650 |
| TESLA INC | $1,922,617 | $5,812,290 |
| TORONTO DOMINION BANK | $1,500,000 | $1,831,200 |
| SOUTHERN CO | $22,500 | $24,408 |
| SOUTHERN CO (THE) | $107,500 | $111,800 |
| EQUITABLE HLDGS INC | $50,000 | $50,500 |
| SCHWAB CHARLES CORP NEW | $1,009,636 | $974,650 |
| APPLE INC -DONATED | $1,960,763 | $2,113,083 |
| TESLA INC-DONATED | $1,442,670 | $1,394,950 |
| COCA COLA -DONATED | $18,097 | $20,191 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $546,298 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $89,081 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $298,000 | $0 | $0 |
| NJ ANNUAL FEES | $31 | $0 | $31 |
Comments