THE MARK AND JANE WILF FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE MARK AND JANE WILF FAMILY FOUNDATION INC (EIN 75-3224210)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-28
- IRS object ID
- 202542099349100164
- Schema version
- 2024v5.2
- 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
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-28T12:27:37-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753224210 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARK AND JANE WILF | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 9739248246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 MORRIS TURNPIKE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK WILF | PersonNm |
| Person Title | PRESIDENT & TRUSTEE | PersonTitleTxt |
| Phone | 9739248246 | PhoneNum |
| Signature | 2025-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,590,566 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,923,532 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,275 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,275 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,043,920 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,043,920 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$108,700 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,284,011 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $148,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,008,027 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,045,195 | 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 | $9,740 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,740 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $725 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $725 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,496 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $725 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,771 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,714,693 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,714,693 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,725,189 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $725 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,724,464 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,282,838 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,044,470 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $71,269 | CashEOYAmt |
| Cash EOYFMV | $71,269 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,775,127 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,301,067 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,301,067 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,735,711 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,250,842 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,250,842 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,189,469 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,058,938 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,058,938 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,759,749 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,908,450 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,908,450 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,460,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,590,566 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,590,566 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $39,460,056 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $48,590,566 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,460,056 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,590,566 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,460,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,590,566 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,460,056 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,282,838 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,695,592 | OtherIncreasesAmt |
| Subtotal | $50,438,486 | SubtotalAmt |
| Other Decreases | $1,847,920 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,590,566 | 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 |
| Gross Sales Price | $2,284,011 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,392,711 | CostOrOtherBasisAmt |
| Gain Or Loss | -$108,700 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$108,700 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$108,700 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,518 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,518 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,518 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $230,801 | 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 | $230,801 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $216,283 | OverpaymentAmt |
| Applied To ES Tax | $216,283 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PKF O'CONNOR DAVIES ADVISORY LLC | IndividualWithBooksNm |
| Phone | 2122862600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARK WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | PRESIDENT & TRUSTEE | 0.25 | $0 | $0 | $0 |
| JANE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | VICE PRESIDENT & TRUSTEE | 0.25 | $0 | $0 | $0 |
| ZYGMUNT WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TREASURER, SECRETARY & TRUSTEE | 0.25 | $0 | $0 | $0 |
| STEVEN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| DANIEL WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| RACHEL S WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,888,856 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,567,798 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,456,654 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,456,654 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $621,850 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,834,804 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,041,740 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,041,740 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,518 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,518 | TotalTaxAmt |
| Distributable Before Adj | $2,027,222 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,027,222 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,027,222 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,724,464 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,724,464 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,027,222 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,452,094 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,724,464 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,452,094 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $272,370 | 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 | $1,754,852 | 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 (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 92ND STREET Y | ||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ABINGTON FRIENDS SCHOOL | ||||||||
| 575 WASHINGTON LANE | JENKINTOWN | PA | 19046 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ADVANCING JEWISH ATHLETICS INC | ||||||||
| 19 CATLIN ROAD | BROOKLINE | MA | 02445 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 132 WEST 32ND STREET | NEW YORK | NY | 303031002 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| PO BOX 7023 | MERRIFIELD | VA | 221167023 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| AMERICAN FRIENDS OF MIGDAL OHR | ||||||||
| 1325 AVENUE OF THE AMERICAS 28TH | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | FLOOR |
| AMERICAN FRIENDS OF RABIN MEDICAL CENTER INC | ||||||||
| MEDICAL CENTER INC 220 5TH AVE | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $10,500 | |
| AMERICAN FRIENDS OF SHALVA ISRAEL | ||||||||
| 441 LEXINGTON AVENUE SUITE 602 | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $23,000 | |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | ||||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 100041405 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||||
| 545 FIFTH AVE SUITE 920 | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AMERICAN FRIENDS OF THE ISRAELI NAVY SEALS | ||||||||
| 138 W 133RD STREET | NEW YORK | NY | 100303340 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 840692 | DALLAS | TX | 752840692 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ANNIETOBER 365 FOUNDATION | ||||||||
| 12 RIDGEWOOD DR | LIVINGSTON | NJ | 07039 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| ARTUP NATION | ||||||||
| 40 W 57TH STREET 26TH FLOOR | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CANCER RESEARCH & TREATMENT FUND INC | ||||||||
| 500 E 77TH STREET STE 1001 | NEW YORK | NY | 10162 | N/A | PC | GENERAL OPERATING SUPPORT | $360 | |
| CHABAD AT THE SHORE | ||||||||
| 620 OCEAN AVENUE | LONG BRANCH | NJ | 07740 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| COALITION FOR THE HOMELESS | ||||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| COLGATE UNIVERSITY | ||||||||
| 13 OAK DRIVE | HAMILTON | NY | 133461338 | N/A | PC | CAPITAL SUPPORT | $10,000 | |
| COLUMBUS ACADEMY | ||||||||
| 4300 CHERRY BOTTOM RD | GAHANNA | OH | 43230 | N/A | PC | MEMORIAL DONATION | $180 | |
| COMMUNITY FOOD BANK OF NEW JERSEY | ||||||||
| 31 EVANS TERMINAL ROAD | HILLSIDE | NJ | 072052400 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| COMMUNITY FOOD BANK OF NEW JERSEY | ||||||||
| 31 EVANS TERMINAL ROAD | HILLSIDE | NJ | 072052400 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CONGREGATION ETZ CHAIM | ||||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | N/A | PC | MEMORIAL DONATION | $720 | |
| CROHN'S & COLITIS FOUNDATION INC | ||||||||
| 498 SEVENTH AVENUE 20TH FLOOR | NEW YORK | NY | 100186701 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 4550 MONTGOMERY AVENUE SUITE 1100N | BETHESDA | MD | 20814 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ECLC FOUNDATION | ||||||||
| 100 PASSAIC AVENUE SUITE I | CHATHAM | NJ | 07928 | N/A | PC | CAPITAL SUPPORT | $5,000 | |
| EMMANUEL CANCER FOUNDATION INC | ||||||||
| 77 BRANT AVENUE SUITE 304 | CLARK | NJ | 070661640 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ERIC ELIEZER LEVENSON FOUNDATION FOR HOPE INC | ||||||||
| 21 FERRIS DRIVE | WEST ORANGE | NJ | 07052 | N/A | PF | SUPPORT TO THE JEWISH SERVICES FOR THE DEVELOPMENTALLY DISABLES (JSDD) | $1,800 | |
| FAMILIAL DYSAUTONOMIA FOUNDATION | ||||||||
| 315 WEST 39TH STREET ROOM 701 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| 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 DEFENSE FORCES | ||||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | N/A | PC | PROGRAM SUPPORT | $4,700 | |
| FRIENDSHIP CIRCLE - LIFETOWN | ||||||||
| 10 MICROLAB ROAD | LIVINGSTON | NJ | 07039 | N/A | PC | GENERAL OPERATING SUPPORT | $5,400 | |
| GOLDA OCH ACADEMY | ||||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| GOLDA OCH ACADEMY | ||||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | N/A | PC | ANNUAL FUND | $20,000 | |
| HOT BREAD KITCHEN LTD | ||||||||
| 75 NINTH AVENUE SUITE 0610 | NEW YORK | NY | 10011 | N/A | PC | GENERAL OPERATING SUPPORT | $4,500 | |
| IGLESIA CRISTIANA EMANUEL | ||||||||
| 24 KEARNY STREET | NEWARK | NJ | 07101 | N/A | PC | GENERAL OPERATING SUPPORT | $1,333 | |
| INTERFAITH FOOD PANTRY OF THE ORANGES INC | ||||||||
| PO BOX 341 | SHORT HILLS | NJ | 07078 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| JAFI | ||||||||
| 633 THIRD AVE NO 2100 | NEW YORK | NY | 100176706 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| JEWISH BOARD OF FAMILY & CHILDRENS SERVICES | ||||||||
| 463 7TH AVENUE 18TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $180 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 334091905 | N/A | PC | MEMORIAL DONATION | $860 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 334091905 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 1400 K STREET NW SUITE 725 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| LAPPIN FOUNDATION | ||||||||
| 100 CUMMINGS CENTER 220-G | BEVERLY | MA | 01915 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| LAWFARE PROJECT INC | ||||||||
| 633 3RD AVE FL 21 | NEW YORK | NY | 10017 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| LEV ECHAD | ||||||||
| 188 SHERWOOD AVENUE | ENGLEWOOD | NJ | 07631 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| LIGHTHOUSE GUILD | ||||||||
| 250 WEST 64TH STREET | NEW YORK | NY | 10023 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| MANHATTAN THEATRE CLUB INC | ||||||||
| 311 WEST 43RD STREET | NEW YORK | NY | 100366413 | N/A | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| MARCH OF DIMES | ||||||||
| P O BOX 18819 | ATLANTA | GA | 31126 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| MINNEAPOLIS INSTITUTE OF FINE ARTS | ||||||||
| 2400 THIRD AVENUE SOUTH | MINNEAPOLIS | MN | 554043506 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MORSELIFE FOUNDATION INC | ||||||||
| 4847 DAVID MACK DR | WEST PALM BEACH | FL | 334170000 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| MOVING TRADITIONS | ||||||||
| 8380 OLD YORK ROAD SUITE 4300 | ELKINS PARK | PA | 19027 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| MRCC FOUNDATION INC | ||||||||
| 713 PASSAIC AVENUE | WEST CALDWELL | NJ | 07006 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 W 53RD ST | NEW YORK | NY | 100195401 | N/A | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||||
| 70 SOUTH ORANGE AVENUE SUITE 120 | LIVINGSTON | NJ | 07039 | N/A | PC | GENERAL OPERATING SUPPORT | $360 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 1480 US HIGHWAY 9 NORTH SUITE 301 | WOODBRIDGE | NJ | 07095 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| NEW YORK WOMEN IN FILM & TELEVISION | ||||||||
| 760 OLD DOCK ROAD | KINGS PARK | NY | 117541105 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| NEWARK ACADEMY | ||||||||
| 91 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | N/A | PC | CAPITAL SUPPORT | $25,000 | |
| NORTON MUSEUM OF ART | ||||||||
| 1450 SOUTH DIXIE HIGHWAY | WEST PALM BCH | FL | 334016405 | N/A | PC | GENERAL OPERATING SUPPORT | $70,000 | |
| NYU LANGONE MEDICAL CENTER | ||||||||
| ONE PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| OHR TORAH STONE INSTITUTIONS OF ISRAEL | ||||||||
| 49 WEST 45TH STREET SUITE 701 | NEW YORK | NY | 100364603 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| OXALOSIS AND HYPEROXALURIA FOUNDATION | ||||||||
| 579 ALBANY POST RD | NEW PALTZ | NY | 125613629 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| PALM BEACH COUNTRY CLUB FOUNDATION INC | ||||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 334803300 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| PALM BEACH ORTHODOX SYNAGOGUE | ||||||||
| 120 NORTH COUNTY ROAD | PALM BEACH | FL | 334803917 | N/A | PC | GENERAL OPERATING SUPPORT | $18,000 | |
| PALM BEACH UNITED WAY | ||||||||
| 44 COCOANUT ROW SUITE M201 | PALM BEACH | FL | 33480 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| PARK AVENUE SYNAGOGUE | ||||||||
| PARK AVENUE SYNAGOGUE 50 EAST 87TH | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | STREET |
| PETS IN NEED | ||||||||
| 871 FIFTH AVENUE | REDWOOD CITY | CA | 94063 | N/A | PC | MEMORIAL DONATION | $180 | |
| PINGRY SCHOOL | ||||||||
| 131 MARTINSVILLE ROAD | BASKING RIDGE | NJ | 07920 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| SAMMY GELBAND FOUNDATION | ||||||||
| PO BOX 374 | SHORT HILLS | NJ | 07078 | N/A | PC | MEMORIAL DONATION | $180 | |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SHINE FOUNDATION INC | ||||||||
| 201 W 79TH ST | NEW YORK | NY | 10024 | N/A | PC | MEMORIAL DONATION | $1,800 | |
| SILVER HILL HOSPITAL INC | ||||||||
| 208 VALLEY RD | NEW CANAAN | CT | 06840 | N/A | PC | GENERAL OPERATING SUPPORT | $180 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 ROXBURY DRIVE | LOS ANGELES | CA | 90035 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SOCIETY OF THE FOUR ARTS | ||||||||
| FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SOLOMON R GUGGENHEIM FOUNDATION | ||||||||
| 1071 5TH AVENUE | NEW YORK | NY | 101280112 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| SPECIAL OLYMPICS NEW JERSEY | ||||||||
| 3 PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| TEEN CANCER AMERICA | ||||||||
| 1001 WESTWOOD BLVD | LOS ANGELES | CA | 900242902 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE FIRST TEE OF METROPOLITAN NEW YORK | ||||||||
| 3545 JEROME AVENUE | BRONX | NY | 10467 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THE KOBY MANDELL FOUNDATION INC | ||||||||
| PO BOX 156 | CEDARHURST | NY | 076700156 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE MEN OF ESSEX | ||||||||
| PO BOX 1070 | EAST ORANGE | NJ | 070191070 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | ||||||||
| CHURCH STREET STATION PO BOX 780 | NEW YORK | NY | 10008 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THOMAS JEFFERSON UNIVERSITY | ||||||||
| PO BOX 71331 | PHILADELPHIA | PA | 19176 | N/A | PC | MEMORIAL DONATION | $180 | |
| UJA-FEDERATION OF NEW YORK | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $300 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 3003 S STATE STREET SUITE 9000 | ANN ARBOR | MI | 481091007 | N/A | PC | GENERAL OPERATING SUPPORT | $180 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 3003 S STATE STREET SUITE 9000 | ANN ARBOR | MI | 481091007 | N/A | PC | PROGRAM SUPPORT | $100,000 | |
| VANDERBILT HILLEL | ||||||||
| 2421 VANDERBILT PLACE | NASHVILLE | TN | 37212 | N/A | PC | CAPITAL SUPPORT | $10,000 | |
| VANDERBILT HILLEL | ||||||||
| 2421 VANDERBILT PLACE | NASHVILLE | TN | 37212 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 2201 WEST END AVENUE | NASHVILLE | TN | 37240 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 2201 WEST END AVENUE | NASHVILLE | TN | 37240 | N/A | PC | SCHOLARSHIPS | $1,000,000 | |
| VIA ART FUND INC | ||||||||
| 219 WEST 19TH STREET 2ND FLOOR | NEW YORK | MA | 10011 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| VNS HEALTH | ||||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| VOLUNTEERS OF AMERICA | ||||||||
| 135 WEST 50TH STREET 9TH FLOOR | NEW YORK | NY | 10020 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| WHITE HOUSE HISTORICAL ASSOCIATION | ||||||||
| 740 JACKSON PLACE NW | WASHINGTON | DC | 200060000 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| WISTAR INSTITUTE | ||||||||
| 3601 SPRUCE STREET | PHILADELPHIA | PA | 191044268 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| WORLDWIDE FRIENDS FOUNDATION | ||||||||
| 1115 BROADWAY 11TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| YESHIVA UNIVERSITY | ||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | N/A | PC | GENERAL OPERATING SUPPORT | $6,800 | |
| ZICHRON TZVI ELIMELECH | ||||||||
| 7504 169TH ST | FLUSHING | NY | 11366 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,714,693 | 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 | $1,275 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,043,920 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$108,700 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $148,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,084,495 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,084,495 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| STEVEN WILF | |||||||
| 1 | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | $36,000 | Yes (X) | |
| MARK WILF | |||||||
| 2 | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | $1,869,532 | Yes (X) | |
| DANIEL WILF AND TARA FIRESTONE | |||||||
| 3 | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | $18,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | APPLE, INC (APPL) 7,000.000 SHARES | $1,567,720 | 2024-07-22 |
| 2 | TESLA, INC (TSLA) 1,200.000 SHARES | $301,812 | 2024-07-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION FEES | CategoryTxt |
| Amt | $9,740 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,740 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC ELIEZER LEVENSON FOUNDATION FOR HOPE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 FERRIS DRIVE | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-12-30 | GrantDt |
| Grant | $1,800 | GrantAmt |
| Purpose Of Grant | SUPPORT TO THE JEWISH SERVICES FOR THE DEVELOPMENTALLY DISABLES (JSDD) | PurposeOfGrantTxt |
| Expended By Grantee | $1,800 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 7/14/25 | DatesOfReportsByGranteeTxt |
| Results Of Verification | N/A | ResultsOfVerificationTxt |
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 (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BK OF NY MELLON CORP VAR RT PERP MAT DTD 8/1/16 1,050,000.000 QTY | $1,025,157 | $1,025,157 |
| BP CAP MARKETS VAR RT PERP MAT DTD 6/22/20 750,000.000 QTY | $743,087 | $743,087 |
| CITIGROUP INC VAR RT PERP MAT DTD 12/10/20 1,215,000.000 QTY | $1,182,953 | $1,182,953 |
| CITIGROUP INC VAR RT PERP MAT DTD 7/30/24 1,000,000.000 QTY | $1,054,575 | $1,054,575 |
| FHLMC 4024 CL PI 4.500% DUE 12/15/41 625,000.000 QTY | $3,061 | $3,061 |
| FIFTH THIRD BANCORP VAR RT PERP MAT DTD 5/16/13 625,000.000 QTY | $623,425 | $623,425 |
| FIFTH THIRD BANCORP VAR RT PERP MAT DTD 6/5/14 1,215,000.000 QTY | $1,209,885 | $1,209,885 |
| FNMA STRIP 379 CL-2 5.500% DUE 5/25/37 2,000,000.000 QTY | $2,745 | $2,745 |
| FORD MTR CO LLC 6.950% DUE 3/6/26 750,000.000 QTY | $763,176 | $763,176 |
| GNMA 2008-74 CL CZ 6.000% DUE 8/16/38 250,000.000 QTY | $44,697 | $44,697 |
| GOLDMAN SACHS GROUP INC SR NTS VAR 10/21/27 625,000.000 QTY | $592,986 | $592,986 |
| GOLDMAN SACHS GROUP INC VAR RT PERP MAT DTD 9/26/24 1,000,000.000 QTY | $987,114 | $987,114 |
| HSBC HOLDINGS PLC SR NTS VAR 9/12/26 625,000.000 QTY | $629,269 | $629,269 |
| JPMRGN PREFER & INC SEC-I 120,815.190 QTY | $1,164,658 | $1,164,658 |
| WELLS FARGO & CO VAR RT PERP MAT DTD 7/23/24 1,000,000.000 QTY | $1,032,150 | $1,032,150 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC (AAPL) 56,900.000 SHS | $14,248,898 | $14,248,898 |
| ARGO GROUP INTERNATIONAL (ARGOPA) 5,000.000 SHS | $124,800 | $124,800 |
| AT&T INC (TPC) 500.000 SHS | $9,925 | $9,925 |
| BANK OF AMERICA CORP PFD (BACPN) 3,300.000 SHS | $71,280 | $71,280 |
| BROOKFIELD FIN I UK PLC (BNJ) 14,820.000 SHS | $235,045 | $235,045 |
| COCA-COLA CO (KO) 341.000 SHS | $21,231 | $21,231 |
| EQUITABLE HOLDINGS INC (EQHPC) 2,000.000 SHS | $34,820 | $34,820 |
| JPMORGAN CHASE & CO PFD (JPMPJ) 2,000.000 SHS | $42,700 | $42,700 |
| PRUDENTIAL FINANCIAL INC (PFH) 500.000 SHS | $9,265 | $9,265 |
| SOUTHERN CO (SOJD) 900.000 SHS | $18,630 | $18,630 |
| SOUTHERN CO (SOJE) 4,300.000 SHS | $81,314 | $81,314 |
| TESLA INC (TSLA) 23,160.000 SHS | $9,352,934 | $9,352,934 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BNP DD CBEN NDX 65.5% DUE 10/29/25 1,100,000.000 QTY | FMV | $1,387,540 | $1,387,540 |
| BNP DD CBEN OTHER BSKT 58.0% DUE 10/29/25 1,100,000.000 QTY | FMV | $1,471,030 | $1,471,030 |
| BNP DD CBEN RTY 67.1% DUE 10/29/25 1,100,000.000 QTY | FMV | $1,320,990 | $1,320,990 |
| BNP DD CBEN XLF 52.3% DUE 5/27/25 300,000.000 QTY | FMV | $429,390 | $429,390 |
| BNP DD CBEN XLF US 51.0% DUE 5/23/25 600,000.000 QTY | FMV | $864,960 | $864,960 |
| JPMORGAN EQUITY PREMIUM INCO (JEPI) 17,575.000 QTY | FMV | $1,011,090 | $1,011,090 |
| RBC DD CBEN INDU 66.0% DUE 10/29/25 1,100,000.000 QTY | FMV | $1,380,500 | $1,380,500 |
| TD BANK DD CBEN NDX 62.0% DUE 4/10/25 500,000.000 QTY | FMV | $678,500 | $678,500 |
| TD BANK DD CBEN RTY 62.4% DUE 5/1/25 500,000.000 QTY | FMV | $671,550 | $671,550 |
| TD BANK DD CBEN SPX 59.0% DUE 4/10/25 500,000.000 QTY | FMV | $692,900 | $692,900 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FAIR VALUE & DONOR COST OF CONTRIBUTED SECURITIES | Desc |
| Amt | $1,847,920 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUSINESS REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $31 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $148,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $148,000 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $9,695,592 | Amt |
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