JOSEPH AND ELIZABETH WILF FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND ELIZABETH WILF FOUNDATION INC (EIN 22-3411571)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349101647
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T09:19:58-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223411571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH AND ELIZABETH WILF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 9739248246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 MORRIS TURNPIKE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD WILF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9739248246 | PhoneNum |
| Signature | 2021-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEONARD | 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 | JOSEPH J BARRECA | PreparerPersonNm |
| PTIN | P00310073 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2021-11-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $30,271,245 | 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 | $11,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,703 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,703 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $360,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $360,446 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$56,385 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $458,680 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,321,764 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $378,149 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,467 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $181 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,148 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,650 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,467,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,467,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,477,648 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,650 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,467,531 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,844,116 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $374,499 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,021 | CashBOYAmt |
| Cash EOY | $24,524 | CashEOYAmt |
| Cash EOYFMV | $24,524 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,031,403 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,202,895 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,202,895 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $500,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,347,599 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,187,670 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,082,510 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,885,032 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,856,156 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $17,615,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,460,050 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,271,245 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,615,934 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $27,460,050 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,615,934 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,460,050 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,615,934 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,460,050 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,615,934 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,844,116 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,460,050 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,460,050 | 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 | $458,680 | GrossSalesPriceAmt |
| Cost Or Other Basis | $515,065 | CostOrOtherBasisAmt |
| Gain Or Loss | -$56,385 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$56,385 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$56,385 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,206 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,206 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,206 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,494 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,894 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,688 | OverpaymentAmt |
| Applied To ES Tax | $2,688 | 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 (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 & PRESIDENT | 0.25 | $0 | $0 | $0 |
| ZYGMUNT WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE & VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| MARK WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE & SECRETARY | 0.25 | $0 | $0 | $0 |
| DANIEL WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ELANA WILF TANZMAN | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| HALLE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JASON WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JONATHAN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ORIN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE & TREASURER | 0.25 | $0 | $0 | $0 |
| RACHEL S WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| STEPHANIE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| STEVEN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,122,159 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,354,445 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,476,604 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,476,604 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $307,149 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,169,455 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,008,473 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,008,473 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,206 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,206 | TotalTaxAmt |
| Distributable Before Adj | $1,003,267 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,003,267 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,003,267 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,467,531 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,467,531 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,467,531 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,003,267 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,023,212 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,229,100 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,025,635 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $6,277,947 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,467,531 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,003,267 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $464,264 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,742,211 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,742,211 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,023,212 | ExcessFromYear4Amt |
| Excess From Year3 | $3,229,100 | ExcessFromYear3Amt |
| Excess From Year2 | $2,025,635 | ExcessFromYear2Amt |
| Excess From Current Year | $464,264 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH WILF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ATLANTIC HEALTH SYSTEM | ||||||
| 46-48 BEAUVOIR AVENUE | SUMMIT | NJ | 07901 | PC | PROGRAM SUPPORT | $250,000 |
| JEWISH FEDERATION OF GREATER METROWEST NJ | ||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | PC | PROGRAM SUPPORT | $250,000 |
| JEWISH FEDERATION OF GREATER METROWEST NJ | ||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | PC | PROGRAM SUPPORT | $250,000 |
| RWJ BARNABAS HEALTH | ||||||
| 94 OLD SHORT HILLS ROAD | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $250,000 |
| MCLEAN HOSPITAL | ||||||
| 115 MILL STREET | BELMONT | MA | 02478 | PC | PROGRAM SUPPORT | $250,000 |
| ATLANTIC HEALTH SYSTEM | ||||||
| 46-48 BEAUVOIR AVENUE | SUMMIT | NJ | 07901 | PC | PROGRAM SUPPORT | $50,000 |
| RWJ BARNABAS HEALTH | ||||||
| 94 OLD SHORT HILLS ROAD | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $50,000 |
| UJA FEDERATION OF NEW YORK | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10261 | PC | PROGRAM SUPPORT | $50,000 |
| CONNECTICUT PUBLIC BROADCASTING | ||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | PROGRAM SUPPORT | $35,000 |
| KEAN UNIVERSITY FOUNDATION | ||||||
| 1000 MORRIS AVENUE | UNION | NJ | 07083 | PC | PROGRAM SUPPORT | $30,000 |
| CHABAD HOUSE LUBAVITCH | ||||||
| 170 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | PC | PROGRAM SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,467,500 | 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 | $17,703 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $360,446 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$56,385 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $321,764 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $321,764 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ELIZABETH WILF | ||||||
| 1 | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | $3,000,000 | Yes (X) |
| ELIZABETH WILF | ||||||
| 2 | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | $6,000,000 | Yes (X) |
| ELIZABETH WILF | ||||||
| 3 | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | $2,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (39 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AETNA INC | $258,359 | $274,393 |
| AMERICAN EXPRESS CO | $261,370 | $277,410 |
| JPMORGAN CHASE & CO | $256,241 | $279,805 |
| JPMORGAN CHASE & CO | $262,728 | $273,815 |
| CIGNA CORP | $273,973 | $288,005 |
| CITIGROUP INC | $277,040 | $292,973 |
| LOCKHEED MARTIN CORP | $264,843 | $283,975 |
| MICROSOFT CORP | $526,243 | $558,970 |
| QUEST DIAGNOSTICS INC | $254,580 | $282,285 |
| PRUDENTIAL FINANCIAL INC | $264,383 | $275,173 |
| PHILIP MORRIS INTL INC | $260,193 | $278,038 |
| PHILIP MORRIS INTL INC | $261,558 | $280,380 |
| PEPSICO INC | $266,500 | $272,808 |
| PEPSICO INC | $267,390 | $282,010 |
| SOUTHERN CO | $250,080 | $280,445 |
| UNITEDHEALTH GROUP INC | $256,660 | $280,162 |
| WELLS FARGO & COMPANY | $252,355 | $271,785 |
| HOME DEPOT INC | $257,830 | $274,133 |
| AMAZON.COM INC | $258,520 | $281,035 |
| AFLAC INC | $245,500 | $276,165 |
| GOLDMAN SACHS GROUP INC | $242,473 | $280,688 |
| STATE STREET CORP | $252,355 | $283,803 |
| METLIFE INC | $251,075 | $283,035 |
| CITIGROUP INC | $239,085 | $281,395 |
| PFIZER INC | $508,916 | $564,660 |
| BRISTOL-MYERS SQUIBB CO | $240,150 | $282,590 |
| US BANCORP | $510,346 | $563,210 |
| INTEL CORP | $246,855 | $282,180 |
| BANK OF NY MELLON CORP | $245,273 | $281,543 |
| WASTE MANAGEMENT INC | $241,633 | $282,255 |
| WALMART INC | $256,988 | $294,463 |
| CONSOLIDATED EDISON CO | $262,085 | $295,218 |
| AT & T | $271,030 | $287,732 |
| PNC BANK N.A | $279,748 | $296,238 |
| NORTHERN TRUST CO | $278,848 | $292,658 |
| VERIZON COMMUNICATION | $280,315 | $294,275 |
| UNITEDHEALTH GROUP INC | $280,448 | $299,810 |
| WALT DISNEY COMPANY | $271,063 | $282,438 |
| WELLS FARGO & CO. | $250,000 | $264,200 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP | $250,000 | $273,100 |
| FIRST REPUBLIC BANK | $250,000 | $264,900 |
| SOUTHERN CO | $500,000 | $538,400 |
| U.S BANCORP | $500,000 | $504,600 |
| MICROSOFT CORP | $1,067,475 | $1,112,100 |
| REGENERON PHARMACTCLS | $1,284,614 | $966,220 |
| TESLA INC | $1,495,510 | $3,528,350 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT RELATED EXPENSES | $150 | $150 | $0 |
| ADMINISTRATIVE EXPENSES | $31 | $0 | $31 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $6,467 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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