ZS & M WILF FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ZS & M WILF FOUNDATION INC (EIN 22-3553441)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349102069
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T09:08:48-06:00 | 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 | 223553441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE Z S & M WILF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZS&M | BusinessNameControlTxt |
| Phone | 9739248246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 MORRIS TURNPIKE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZYGMUNT WILF | PersonNm |
| Person Title | 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 | ZYGMUNT | 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 | $167,355,962 | 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 | $5,798,354 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,491 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,491 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,140,788 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,140,788 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,234,976 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $94,138,204 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,440,384 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $411 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $411 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $32,177,020 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,584,074 | 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 | $8,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $49,960 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,027 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,027 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,612 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,652 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,800,597 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,800,597 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,862,209 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,652 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,800,597 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,314,811 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,572,422 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,048,726 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,157,586 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,157,586 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $11,015,203 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,513,451 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,746,052 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $53,996,645 | CorporateStockBOYAmt |
| Corporate Stock EOY | $57,386,455 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $82,204,265 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $47,257,047 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $72,093,751 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $74,627,586 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,139,284 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,620,473 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,620,473 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $116,456,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $139,771,716 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $167,355,962 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $116,456,905 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $139,771,716 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $116,456,905 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $139,771,716 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $116,456,905 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $139,771,716 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $116,456,905 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,314,811 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $139,771,716 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $139,771,716 | 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 | $94,138,204 | GrossSalesPriceAmt |
| Cost Or Other Basis | $71,697,820 | CostOrOtherBasisAmt |
| Gain Or Loss | $22,440,384 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $22,440,384 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,440,384 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $369,357 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $369,357 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $369,357 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $98,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $390,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $488,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $118,643 | OverpaymentAmt |
| Applied To ES Tax | $118,643 | 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 (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ZYGMUNT WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE, PRESIDENT & TREASURER | 0.25 | $0 | $0 | $0 |
| MARK WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE, VICE PRESIDENT & SECRETARY | 0.25 | $0 | $0 | $0 |
| ELIZABETH WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| LEONARD WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ELANA WILF TANZMAN | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JASON WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JONATHAN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| STEVEN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| STEPHANIE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| RACHEL S WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| DANIEL WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $152,451,533 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $210,808 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $152,662,341 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $152,662,341 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,289,935 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $150,372,406 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,518,620 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,518,620 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $369,357 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $369,357 | TotalTaxAmt |
| Distributable Before Adj | $7,149,263 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,149,263 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,149,263 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,800,597 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,800,597 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,800,597 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,149,263 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,868,585 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,800,597 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,868,585 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,932,012 | 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 | $4,217,251 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ZYGMUNT WILF | ContributingManagerNm |
| Contributing Manager | MARK WILF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19104 | PC | PROGRAM SUPPORT | $1,000,000 | |
| JAFI | |||||||
| 633 THIRD AVENUE 2100 | NEW YORK | NY | 10017 | PC | PROGRAM SUPPORT | $500,000 | |
| NEW YORK UNIVERSITY SCHOOL OF LAW | |||||||
| 22 WASHINGTON SQUARE NORTH 2ND | NEW YORK | NY | 10011 | PC | PROGRAM SUPPORT | $500,000 | FLOOR |
| VANDERBILT UNIVERSITY | |||||||
| 2201 WEST END AVENUE 221 KIRKLAND | NASHVILLE | TN | 37240 | PC | PROGRAM SUPPORT | $500,000 | HALL |
| RABBINICAL COLLEGE OF AMERICA | |||||||
| PO BOX 1996 | MORRISTOWN | NJ | 07962 | PC | PROGRAM SUPPORT | $500,000 | |
| UNITED WAY WORLDWIDE | |||||||
| 701 NORTH FAIRFAX STREET | ALEXANDRIA | VA | 22314 | PC | PROGRAM SUPPORT | $500,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 EAST 33RD STREET | NEW YORK | NY | 10016 | 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 | |
| SECURE COMMUNITY NETWORK | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PC | PROGRAM SUPPORT | $250,000 | |
| THE FIRST TEE | |||||||
| WORLD GOLF VILLAGE 425 SOUTH LEGACY | ST AUGUSTINE | FL | 32092 | PC | PROGRAM SUPPORT | $250,000 | TRAIL |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY SUITE 1720 | NEW YORK | NY | 10271 | PC | PROGRAM SUPPORT | $250,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | PC | PROGRAM SUPPORT | $200,000 | |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET SUITE 9000 | ANN ARBOR | MI | 48109 | PC | PROGRAM SUPPORT | $200,000 | |
| JAFI | |||||||
| 633 THIRD AVENUE 2100 | NEW YORK | NY | 10017 | PC | PROGRAM SUPPORT | $150,000 | |
| NEW YORK UNIVERSITY SCHOOL OF LAW | |||||||
| 22 WASHINGTON SQUARE NORTH 2ND | NEW YORK | NY | 10011 | PC | PROGRAM SUPPORT | $150,000 | FLOOR |
| BLACK VOTERS MATTER CAPACITY BUILDING INSTITUTE | |||||||
| 3645 MARKETPLACE BLVD | EAST POINT | GA | 30344 | PC | PROGRAM SUPPORT | $125,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | PC | PROGRAM SUPPORT | $100,000 | |
| JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | PROGRAM SUPPORT | $100,000 | |
| JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | PROGRAM SUPPORT | $100,000 | |
| JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | PROGRAM SUPPORT | $100,000 | |
| THE FIRST TEE | |||||||
| WORLD GOLF VILLAGE 425 SOUTH LEGACY | ST AUGUSTINE | FL | 32092 | PC | PROGRAM SUPPORT | $100,000 | TRAIL |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | PC | PROGRAM SUPPORT | $100,000 | |
| AFYA FOUNDATION | |||||||
| 140 SAWMILL RIVER ROAD | YONKER | NY | 10701 | PC | PROGRAM SUPPORT | $100,000 | |
| RWJ BARNABAS HEALTH | |||||||
| 94 OLD SHORT HILLS ROAD | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $100,000 | |
| TEACH FOR AMERICA | |||||||
| 315 WEST 36TH STREET | NEW YORK | NY | 10018 | PC | PROGRAM SUPPORT | $100,000 | |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | PC | PROGRAM SUPPORT | $100,000 | |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PC | PROGRAM SUPPORT | $85,000 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | PC | PROGRAM SUPPORT | $75,000 | |
| NAACP LEGAL DEFENSE AND EDUCATIONAL FUND | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | PC | PROGRAM SUPPORT | $75,000 | |
| AMERICAN FRIENDS OF OR NATIONAL MISSIONS | |||||||
| 36 WEST 44TH STREET SUITE 1412 | NEW YORK | NY | 10036 | PC | PROGRAM SUPPORT | $50,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 EAST CALIFORNIA BLVD MC 123-15 | PASADENA | CA | 91125 | PC | PROGRAM SUPPORT | $50,000 | |
| CATHOLIC CHARITIES OF ST PAUL & MINNEAPOLIS | |||||||
| 1200 SECOND AVENUE SOUTH | MINNEAPOLIS | MN | 55403 | PC | PROGRAM SUPPORT | $50,000 | |
| FRIENDS OF UNITED HATZALAH | |||||||
| 208 EAST 51ST STREET SUITE 8G | NEW YORK | NY | 10022 | PC | PROGRAM SUPPORT | $50,000 | |
| FRIENDS OF UNITED HATZALAH | |||||||
| 208 EAST 51ST STREET SUITE 8G | NEW YORK | NY | 10022 | PC | PROGRAM SUPPORT | $50,000 | |
| HILLEL INTERNATIONAL | |||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | PC | PROGRAM SUPPORT | $50,000 | |
| JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | PROGRAM SUPPORT | $50,000 | |
| JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | PROGRAM SUPPORT | $50,000 | |
| SELFHELP COMMUNITY SERVICES | |||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | PC | PROGRAM SUPPORT | $50,000 | |
| VISUAL ARTS CENTER OF NJ | |||||||
| 68 ELM STREET | SUMMIT | NJ | 07901 | PC | PROGRAM SUPPORT | $50,000 | |
| ISRAAID US INC | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | PC | PROGRAM SUPPORT | $50,000 | |
| RWJ BARNABAS HEALTH | |||||||
| 94 OLD SHORT HILLS ROAD | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $50,000 | |
| JAFI | |||||||
| 633 THIRD AVENUE 2100 | NEW YORK | NY | 10017 | PC | PROGRAM SUPPORT | $48,000 | |
| JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY | |||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | PC | PROGRAM SUPPORT | $40,000 | |
| TEXAS CIVIL RIGHTS PROJECT | |||||||
| 1405 MONTOPOLIS DRIVE | AUSTIN | TX | 78741 | PC | PROGRAM SUPPORT | $40,000 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10158 | PC | PROGRAM SUPPORT | $36,000 | |
| RUTGERS HILLEL | |||||||
| 70 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08906 | PC | PROGRAM SUPPORT | $36,000 | |
| STRUGGLE TO SAVE ETHIOPIAN JEWRY | |||||||
| 459 COLUMBUS AVENUE SUITE 316 | NEW YORK | NY | 10024 | PC | PROGRAM SUPPORT | $36,000 | |
| ROOTS & WINGS FOUNDATION | |||||||
| 75 BLOOMFIELD AVENUE SUITE 303 | DENVILLE | NJ | 07834 | PC | PROGRAM SUPPORT | $35,000 | |
| JEWISH EDUCATIONAL CENTER | |||||||
| 330 ELMORA AVENUE | ELIZABETH | NJ | 07208 | PC | PROGRAM SUPPORT | $30,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | PC | PROGRAM SUPPORT | $25,000 | |
| BNAI BRITH YOUTH ORGANIZATION | |||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | PC | PROGRAM SUPPORT | $25,000 | |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | PC | PROGRAM SUPPORT | $25,000 | |
| FRIENDS OF THE ISRAEL FOOTBALL LEAGUE | |||||||
| 414 CHENAL WOODS DRIVE | LITTLE ROCK | AR | 72223 | PC | PROGRAM SUPPORT | $25,000 | |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PC | PROGRAM SUPPORT | $25,000 | |
| JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | PROGRAM SUPPORT | $25,000 | |
| JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | PROGRAM SUPPORT | $25,000 | |
| LIMMUD FSU INTERNATIONAL FOUNDATION | |||||||
| 80 CENTRAL PARK WEST | NEW YORK | NY | 10023 | PC | PROGRAM SUPPORT | $25,000 | |
| NEW YORK UNIVERSITY SCHOOL OF LAW | |||||||
| 22 WASHINGTON SQUARE NORTH 2ND | NEW YORK | NY | 10011 | PC | PROGRAM SUPPORT | $25,000 | FLOOR |
| NEWARK ACADEMY | |||||||
| 91 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $25,000 | |
| PRIZMAH CENTER FOR JEWISH DAY SCHOOLS | |||||||
| 254 WEST 54TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | PC | PROGRAM SUPPORT | $25,000 | |
| VISUAL ARTS CENTER OF NJ | |||||||
| 68 ELM STREET | SUMMIT | NJ | 07901 | PC | PROGRAM SUPPORT | $25,000 | |
| GREATER NEWARK CONSERVANCY INC | |||||||
| 32 PRINCE STREET | PRINCETON | NJ | 07103 | PC | PROGRAM SUPPORT | $25,000 | |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | PC | PROGRAM SUPPORT | $25,000 | |
| TRINITAS HEALTH FOUNDATION | |||||||
| 225 WILLIAMSON STREET | ELIZABETH | NJ | 07207 | PC | PROGRAM SUPPORT | $25,000 | |
| JEWISH THEOLOGICAL SEMINARY | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | PC | PROGRAM SUPPORT | $20,000 | |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | |||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILA | PA | 19106 | PC | PROGRAM SUPPORT | $20,000 | |
| PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08540 | PC | PROGRAM SUPPORT | $20,000 | |
| MINNESOTA HILLEL | |||||||
| 1521 UNIVERSITY AVENUE SE | MINNEAPOLIS | MN | 55414 | PC | PROGRAM SUPPORT | $20,000 | |
| CONGREGATION ETZ CHAIM | |||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $18,000 | |
| AMERICAN FRIENDS OF LANIADO HOSPITAL | |||||||
| 261 WEST 35TH STREET | NEW YORK | NY | 10001 | PC | PROGRAM SUPPORT | $18,000 | |
| JEWISH FEDERATION OF NASHVILLE & MIDDLE TENNESSEE | |||||||
| 801 PERCY WARNER BLVD SUITE 102 | NASHVILLE | TN | 37205 | PC | PROGRAM SUPPORT | $18,000 | |
| CONFERENCE OF PRESIDENTS | |||||||
| 633 THIRD AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | PC | PROGRAM SUPPORT | $15,000 | |
| JCC OF CENTRAL NJ | |||||||
| 1391 MARTINE AVENUE | SCOTCH PLAINS | NJ | 07076 | PC | PROGRAM SUPPORT | $15,000 | |
| YM-YWHA OF UNION COUNTY | |||||||
| 501 GREEN LANE | UNION | NJ | 07083 | PC | PROGRAM SUPPORT | $15,000 | |
| CONFERENCE OF PRESIDENTS FUND | |||||||
| 633 THIRD AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | PC | PROGRAM SUPPORT | $15,000 | |
| HOLOCAUST MUSEUM AND STUDY CENTER | |||||||
| 145 COLLEGE ROAD | SUFFERN | NY | 10901 | PC | PROGRAM SUPPORT | $12,500 | |
| MINNEAPOLIS JEWISH FEDERATION | |||||||
| PO BOX 1450 | MINNEAPOLIS | MN | 55482 | PC | PROGRAM SUPPORT | $12,500 | |
| UNITED JEWISH FUND AND COUNCIL | |||||||
| 790 SOUTH CLEVELAND | ST PAUL | MN | 55116 | PC | PROGRAM SUPPORT | $12,500 | |
| CURE BREAST CANCER FOUNDATION | |||||||
| 1122 CLIFTON AVENUE | CLIFTON | NJ | 07013 | PC | PROGRAM SUPPORT | $12,000 | |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PC | PROGRAM SUPPORT | $10,647 | |
| AMERICAN FRIENDS OF THE JORDAN RIVER VILLAGE | |||||||
| 244 MADISON AVENUE | NEW YORK | NY | 10003 | PC | PROGRAM SUPPORT | $10,000 | |
| BRIS AVROHOM CENTER | |||||||
| 910 SALEM AVENUE | HILLSIDE | NJ | 07205 | PC | PROGRAM SUPPORT | $10,000 | |
| CLAL | |||||||
| 440 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | PC | PROGRAM SUPPORT | $10,000 | |
| CONGREGATION ETZ CHAIM | |||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $10,000 | |
| JCC OF CENTRAL NJ | |||||||
| 1391 MARTINE AVENUE | SCOTCH PLAINS | NJ | 07076 | PC | PROGRAM SUPPORT | $10,000 | |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PC | PROGRAM SUPPORT | $10,000 | |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | PC | PROGRAM SUPPORT | $10,000 | |
| MIDDLE EAST MEDIA & RESEARCH INSTITUTE | |||||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | PC | PROGRAM SUPPORT | $10,000 | |
| OHR TORAH STONE INSTITUTIONS OF ISRAEL | |||||||
| 49 WEST 45TH STREET SUITE 701 | NEW YORK | NY | 10036 | PC | PROGRAM SUPPORT | $10,000 | |
| ORPHAN DISEASE PATHWAY PROJECT | |||||||
| 1 STATE STREET 20TH FLOOR | HARTFORD | CT | 06103 | PC | PROGRAM SUPPORT | $10,000 | |
| PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08540 | PC | PROGRAM SUPPORT | $10,000 | |
| PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08540 | PC | PROGRAM SUPPORT | $10,000 | |
| PEOPLE SERVING PEOPLE INC CHARITIES | |||||||
| 614 S 3RD STREET | MINNEAPOLIS | MN | 55415 | PC | PROGRAM SUPPORT | $10,000 | |
| TOMCHEI SHABBOS OF LAKEWOOD INC | |||||||
| 1507 PARKSIDE DRIVE | LAKEWOOD | NJ | 08701 | PC | PROGRAM SUPPORT | $10,000 | |
| JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY | |||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | PC | PROGRAM SUPPORT | $9,150 | |
| VISUAL ARTS CENTER OF NJ | |||||||
| 68 ELM STREET | SUMMIT | NJ | 07901 | PC | PROGRAM SUPPORT | $6,000 | |
| BRIS AVROHOM CENTER | |||||||
| 910 SALEM AVENUE | HILLSIDE | NJ | 07205 | PC | PROGRAM SUPPORT | $5,000 | |
| HERZL CAMP ASSOCIATION | |||||||
| 4330 CEDAR LAKE ROAD SOUTH | MINNEAPOLIS | MN | 55416 | PC | PROGRAM SUPPORT | $5,000 | |
| LUBAVITCH CHEDER DAY SCHOOL | |||||||
| 1758 FORD PARKWAY | SAINT PAUL | MN | 55116 | PC | PROGRAM SUPPORT | $5,000 | |
| CHOOSE NEW JERSEY INC | |||||||
| 201 ROCKINGHAM ROW | PRINCETON | NJ | 08540 | PC | PROGRAM SUPPORT | $5,000 | |
| JEWISH FEDERATION HEART OF NJ | |||||||
| 230 OLD BRIDGE TURNPIKE | SOUTH RIVER | NJ | 08632 | PC | PROGRAM SUPPORT | $5,000 | |
| HILLEL AT UNIVERSITY OF MARYLAND | |||||||
| 7612 MOWATT LANE | COLLEGE PARK | MD | 20740 | PC | PROGRAM SUPPORT | $3,600 | |
| AMERICA-ISRAEL CULTURAL FOUNDATION | |||||||
| 1140 BROADWAY | NEW YORK | NY | 10001 | PC | PROGRAM SUPPORT | $2,500 | |
| CHAMAH | |||||||
| 420 LEXINGTON AVENUE SUITE 300 | NEW YORK | NY | 10170 | PC | PROGRAM SUPPORT | $2,500 | |
| CONGREGATION ETZ CHAIM | |||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $2,500 | |
| JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY | |||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | PC | PROGRAM SUPPORT | $2,500 | |
| TRINITAS HEALTH FOUNDATION | |||||||
| 225 WILLIAMSON STREET | ELIZABETH | NJ | 07207 | PC | PROGRAM SUPPORT | $2,500 | |
| GOLDA OCH ACADEMY | |||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PC | PROGRAM SUPPORT | $1,800 | |
| YM-YWHA OF UNION COUNTY | |||||||
| 501 GREEN LANE | UNION | NJ | 07083 | PC | PROGRAM SUPPORT | $1,800 | |
| SINAI SPECIAL NEEDS INSTITUTE | |||||||
| 240 FRISCH COURT | PARAMUS | NJ | 07652 | PC | PROGRAM SUPPORT | $1,800 | |
| TORAH ACADEMY OF MINNEAPOLIS | |||||||
| 2800 JOPPA AVENUE SOUTH | ST LOUIS PARK | MN | 55416 | PC | PROGRAM SUPPORT | $1,800 | |
| CONGREGATION BEIS YISROEL | |||||||
| 2835 SALEM AVENUE | ST LOUIS PARK | MN | 55416 | PC | PROGRAM SUPPORT | $1,000 | |
| CONGREGATION BEIS YISROEL | |||||||
| 2835 SALEM AVENUE | ST LOUIS PARK | MN | 55416 | PC | PROGRAM SUPPORT | $1,000 | |
| DYSAUTONOMIA FOUNDATION | |||||||
| 315 WEST 39TH STREET ROOM 701 | NEW YORK | NY | 10018 | PC | PROGRAM SUPPORT | $1,000 | |
| JUDAIC RESEARCH INSTITUTE | |||||||
| 747 LIVINGSTON ROAD | ELIZABETH | NJ | 07208 | PC | PROGRAM SUPPORT | $1,000 | |
| LISA B FISHMAN FOUNDATION | |||||||
| 11 WEDGEWOOD DRIVE | MONTVILLE | NJ | 07045 | PC | PROGRAM SUPPORT | $1,000 | |
| MINNEAPOLIS JEWISH DAY SCHOOL | |||||||
| 4330 CEDAR LAKE ROAD | MINNEAPOLIS | MN | 55416 | PC | PROGRAM SUPPORT | $1,000 | |
| NCSEJ | |||||||
| 1120 20TH STREET NW SUITE 300N | WASHINGTON | DC | 20036 | PC | PROGRAM SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,800,597 | 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 | $2,491 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,140,788 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $411 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,234,976 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,378,666 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,378,666 | 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 |
|---|---|---|---|---|---|---|---|
| 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 | $2,000,000 | Yes (X) | |
| ELIZABETH WILF | |||||||
| 3 | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | $798,354 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $798,354 | FairMarketValueAmt |
| Received | 2020-02-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,625 | Amt |
| Net Investment Income | $8,625 | 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 (162 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 21ST CENTURY FOX AMERICA 3.7 25 | $273,880 | $270,258 |
| 3M COMPANY 3.00 25 | $264,110 | $277,470 |
| AETNA 3.5 24 | $521,540 | $548,785 |
| AFLAC 3.625 23 | $785,881 | $808,650 |
| AID-ISRAEL 0 23 | $55,608 | $147,597 |
| ALLSTATE CORP 3.28 26 | $269,375 | $285,400 |
| ALLY FINANCIAL / GEN MOTORS 8 31 | $257,422 | $355,678 |
| ALTRIA GROUP 2.85 22 | $254,065 | $259,620 |
| ALTRIA GROUP 4.75 21 | $268,863 | $253,602 |
| AMAZON.COM INC 3.15 27 | $268,848 | $569,280 |
| AMAZON.COM INC 5.2 25 | $562,130 | $303,360 |
| AMERICAN EXPRESS CO 3.625 24 | $516,476 | $554,820 |
| AMERICAN INTL GROUP 3.9 26 | $273,955 | $285,072 |
| ANHEUSER BUSCH 4 .75 2029 | $309,733 | $308,725 |
| ANHEUSER BUSCH 4 2028 | $284,100 | $294,740 |
| ANHEUSER-BUSCH 3.65 26 | $265,880 | $283,182 |
| ANTHEM INC 2.875 2029 | $269,116 | $277,940 |
| ANTHEM INC 3.65 27 | $269,068 | $288,292 |
| APPLE 2.4 23 | $91,156 | $104,896 |
| APPLE 3.85 43 | $84,410 | $126,340 |
| APPLE INC 3.25 26 | $260,397 | $280,552 |
| APPLE INC 3.35 27 | $264,429 | $285,195 |
| AT&T 4.125 26 | $271,915 | $289,318 |
| BANK OF NY MELLON 3 28 | $280,887 | $282,425 |
| BANK OF NY MELLON 3 4.625 49 | $1,053,755 | $1,060,000 |
| BANK OF NY MELLON 3.55 21 | $264,598 | $255,293 |
| BANK OF NY MELLON 3.65 24 | $269,205 | $274,115 |
| BANK OF NY MELLON CORP 3.25 27 | $262,900 | $281,542 |
| BANK OF NY MELLON CORP VAR% 28 | $269,750 | $285,465 |
| BERKSHIRE HATHAWAY 3 23 | $250,378 | $263,742 |
| BERKSHIRE HATHAWAY 3.125 26 | $280,475 | $279,328 |
| BERKSHIRE HATHAWAY 3.125 26 | $266,035 | $279,327 |
| BERKSHIRE HATHAWAY 3.75 21 | $266,512 | $255,327 |
| BOEING 6.875 | $134,805 | $136,298 |
| BOSTON PROPERTIES 4.125 21 | $243,206 | $251,035 |
| BRISTOL MYERS SQUIBB 3.25 23 | $263,197 | $271,070 |
| BRISTOL MYERS SQUIBB 3.25 27 | $529,863 | $565,180 |
| CAMPBELL'S SOUP 2.5 22 | $256,338 | $258,335 |
| CANADIAN PACIFIC 4.45 23 | $260,817 | $268,918 |
| CAPITAL ONE FINCL CO | $250,000 | $260,000 |
| CATERPILLAR 2.6 22 | $258,091 | $257,005 |
| CATERPILLAR INC 2.6 29 | $257,280 | $276,210 |
| CATERPILLAR INC 3.4 24 | $264,897 | $272,553 |
| CBS 3.375 22 | $265,192 | $256,350 |
| CBS CORP 4.00 26 | $274,301 | $286,125 |
| CIGNA 4 22 | $531,185 | $513,715 |
| CIGNA 4.375 28 | $281,420 | $302,173 |
| CITIGROUP INC 4 80 | $2,815,317 | $2,822,188 |
| CITIGROUP INC 4.4 25 | $267,726 | $285,828 |
| CITIGROUP INC 4.45 27 | $536,514 | $591,070 |
| CLOROX 3.8 21 | $538,950 | $515,195 |
| COCA COLA 2.5 23 | $260,202 | $262,630 |
| COCA-COLA CO 2.55 26 | $259,813 | $273,945 |
| COLGATE PALMOLIVE 3.25 24 | $251,950 | $272,598 |
| COMCAST CORP 3.3 27 | $262,680 | $282,045 |
| COMCAST CORP 3.375 25 | $270,608 | $276,405 |
| CONOCOPHILLIPS COMPANY 4.95 26 | $287,116 | $300,172 |
| CVS CAREMARK 4.125 21 | $260,557 | $250,495 |
| ESTEE LAUDER 2.35 22 | $508,412 | $516,640 |
| EXXON MOBIL CORPORATION 3.043 26 | $257,907 | $276,995 |
| FEDEX 2.7 23 | $254,278 | $262,335 |
| FEDEX 3.2 25 | $251,652 | $274,360 |
| FIFTH THIRD BANCORP 3.349 49 | $2,691,622 | $2,626,250 |
| GENERAL MILLS 3.15 21 | $524,769 | $509,640 |
| GENERAL MTRS FINCL CO INC | $965,095 | $1,040,000 |
| GOLDMAN SACHS 3.25 22 | $253,925 | $253,637 |
| GOLDMAN SACHS 3.5 25 | $261,904 | $275,915 |
| GOLDMAN SACHS 3.8 30 | $295,563 | $294,165 |
| GOLDMAN SACHS 3.85 24 | $263,100 | $276,418 |
| HALLIBURTON 3.5 23 | $256,900 | $267,125 |
| HOME DEPOT 4.4 21 | $528,932 | $500,000 |
| HOME DEPOT INC 3.35 25 | $266,945 | $281,524 |
| HONEYWELL INTL 3.35 23 | $268,440 | $272,233 |
| HUMANA INC 3.95 27 | $532,323 | $575,435 |
| INGERSOLL RAND 4.25 23 | $282,449 | $272,725 |
| INTEL 2.7 22 | $253,520 | $261,825 |
| INTEL CORP 3.15 27 | $257,577 | $282,180 |
| INTEL CORP 3.7 25 | $284,168 | $282,882 |
| INTERNATIONAL PAPER CO 3.8 26 | $268,378 | $283,255 |
| JOHNSON & JOHNSON 3.375 23 | $271,932 | $273,203 |
| JP MORGAN CHASE 3.5 26 | $272,450 | $279,590 |
| JP MORGAN CHASE 3.875 24 | $267,275 | $275,110 |
| JP MORGAN CHASE 4.6 50 | $6,866,335 | $7,356,563 |
| JP MORGAN CHASE 4.86 49 | $1,896,032 | $1,964,880 |
| JP MORGAN CHASE 4.86 49 | $4,994,211 | $4,983,550 |
| KIMBERLY-CLARK 2.4 22 | $258,675 | $256,185 |
| KIMBERLY-CLARK 3.875 21 | $269,078 | $251,335 |
| LOCKHEED MARTIN 3.35 21 | $143,469 | $136,815 |
| LOCKHEED MARTIN 3.55 26 | $277,523 | $283,975 |
| LOWE'S COMPANIES 3.75 21 | $247,220 | $250,610 |
| MCDONALDS 3.25 24 | $263,703 | $273,313 |
| MCDONALDS 3.375 25 | $265,044 | $277,643 |
| MCDONALDS CORP 3.7 26 | $271,783 | $284,773 |
| MCKESSON CORP 3.796 24 | $272,350 | $274,395 |
| MCKESSON CORP 3.95 28 | $267,420 | $291,407 |
| MERCK & CO INC 2.75 25 | $257,015 | $271,580 |
| MERCK 2.4 22 | $254,074 | $258,440 |
| METLIFE 3.6 24 | $268,545 | $274,770 |
| METLIFE INC 3 25 | $259,527 | $274,635 |
| METLIFE INC 4.75 | $250,000 | $272,000 |
| MICROSOFT CORP 3.125 25 | $533,979 | $558,970 |
| MICROSOFT CORP 3.300 27 | $263,578 | $285,265 |
| MONSANTO CO 5.5 25 | $301,172 | $288,465 |
| MORGAN STANLEY | $1,945,005 | $1,985,600 |
| NEWELL RUBBERMAID 4 24 | $262,899 | $265,000 |
| NORFOLK SOUTHERN 3 22 | $263,160 | $256,662 |
| NORFOLK SOUTHERN 7.05 37 | $127,375 | $148,667 |
| NORTHERN TRUST CORP 3.65 28 | $273,850 | $292,657 |
| ORACLE CORP 2.95 25 | $262,062 | $274,565 |
| PEPSICO 2.85 26 | $257,724 | $276,798 |
| PEPSICO 3. 27 | $283,943 | $282,010 |
| PEPSICO INC 3 27 | $268,188 | $282,010 |
| PETROBRAS GLOBAL FINANCE | $1,100,005 | $1,242,500 |
| PFIZER 3 23 | $258,257 | $266,423 |
| PFIZER 3.45 29 | $296,165 | $292,193 |
| PFIZER INC 3.00 26 | $257,555 | $282,330 |
| PFIZER INC 3.4 24 | $280,408 | $274,727 |
| PHILIP MORRIS 2.5 22 | $257,460 | $259,093 |
| PNC BANK 3.25 28 | $268,745 | $285,247 |
| PRUDENTIAL FINANCIAL INC 3.878 28 | $554,457 | $587,910 |
| PSEG POWER LLC 4.3 23 | $262,630 | $272,770 |
| QUEST DIAGNOSTICS INC 3.5 25 | $529,445 | $555,855 |
| SCHWAB CHARLES CORP NEW | $2,312,218 | $2,326,025 |
| SOUTHERN CO 3.25 26 | $249,516 | $280,445 |
| SOUTHERN CO4.2 60 | $500,000 | $538,400 |
| SOUTHERN POWER CO 4.15 25 | $268,484 | $286,755 |
| STARBUCKS CORP 3.5 28 | $276,175 | $286,542 |
| STARBUCKS CORP 3.5 28 | $271,945 | $286,542 |
| STARBUCKS CORP 3.5 29 | $293,697 | $290,925 |
| STATE STREET CORP 2.65 26 | $254,383 | $275,042 |
| STATE STREET CORP 3.30 24 | $254,880 | $277,397 |
| SYSCO CORP 3.75 25 | $272,740 | $280,675 |
| TARGET CORP 3.5 24 | $268,075 | $276,754 |
| THOMSON REUTERS 3.35 26 | $251,857 | $280,450 |
| THOMSON REUTERS 3.85 24 | $266,738 | $274,527 |
| TIME WARNER INC 3.875 26 | $261,600 | $272,430 |
| UNION PACIFIC 2.95 23 | $266,992 | $261,308 |
| UNITED HEALTH GROUP 3.375 21 | $274,483 | $254,617 |
| UNITED HEALTH GROUP INC 3.75 25 | $281,848 | $284,835 |
| UNITEDHEALTH GROUP INC 3.45 27 | $267,602 | $286,245 |
| US BANCORP 3.10 26 | $513,907 | $556,470 |
| US BANCORP 3.75 26 | $500,000 | $504,600 |
| VENTAS REALTY 3.5 25 | $257,591 | $275,325 |
| VENTAS REALTY LP 3.85 27 | $268,552 | $279,785 |
| VERIZON COMMUNICATIONS 3.376 25 | $263,525 | $277,660 |
| VERIZON COMMUNICATIONS 4.016 29 | $298,375 | $297,273 |
| VERIZON COMMUNICATIONS 5.15 23 | $277,722 | $281,710 |
| VERIZON COMMUNICATIONS 6.4 33 | $111,180 | $141,944 |
| VIACOM 3.875 24 | $259,387 | $273,288 |
| VISA INC 3.15 25 | $533,240 | $560,925 |
| VODAFONE GROUP INC 2.950 23 | $255,270 | $262,833 |
| WALGREENS BOOTS ALLIANCE 3.45 26 | $251,716 | $276,500 |
| WALMART 3.3 24 | $533,607 | $544,945 |
| WALMART 3.7 28 | $297,037 | $294,463 |
| WALMART INC 3.25 29 | $273,425 | $290,955 |
| WALMART INC 3.55 25 | $269,910 | $283,090 |
| WALT DISNEY 2.55 22 | $260,700 | $256,087 |
| WALT DISNEY COMPANY 3.0 26 | $529,813 | $555,220 |
| WELLS FARGO & COMPANY 4.30 27 | $271,307 | $292,945 |
| WELLS FARGO 3.45 23 | $251,070 | $264,937 |
| WELLS FARGO 4.48 24 | $264,725 | $278,050 |
| WHIRLPOOL 4.85 21 | $540,000 | $509,765 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVERUM BIOTECHNOLOGIES INC | $2,740,969 | $2,448,723 |
| ALEXANDRIA REAL ESTATE EQTS | $517,055 | $534,660 |
| ALPHABET INC | $1,263,783 | $1,751,880 |
| AMAZON INC | $917,491 | $1,628,465 |
| AMAZON INC | $1,430,159 | $6,188,167 |
| AMERICAN EXPRESS CO | $2,964,380 | $3,017,447 |
| AMERICAN EXPRESS CO | $3,412,505 | $3,406,795 |
| APPLE INC | $366,460 | $3,449,940 |
| APPLE INC | $885,142 | $8,332,932 |
| ARCHER DANIELS MIDLAND | $566,777 | $675,444 |
| AT&T INC 5 PFD SERIES A | $500,000 | $542,800 |
| AVALON BAY COMM REIT | $4,045,064 | $3,944,172 |
| BANK OF AMERICA CORP 5.375 PFD | $250,000 | $273,100 |
| BRISTOL MEYERS SQUIBB | $258,600 | $310,150 |
| CITI GROUP SER J 7.125 PFD | $500,000 | $568,800 |
| CITIGROUP | $4,102,885 | $4,157,500 |
| COCA COLA | $196,077 | $329,040 |
| ELI LILLY | $261,633 | $962,388 |
| ENERGY TRANSFER OPER LP | $7,812,947 | $8,179,500 |
| ESSEX PROPERTY TRUST REIT | $196,680 | $712,260 |
| FIRST REPUBLIC BANK 4.7 PFD | $250,000 | $264,900 |
| FIRST REPUBLIC BANK 5.125 PFD | $250,000 | $269,800 |
| GOLDMAN SACHS CAPITAL II | $940,005 | $982,500 |
| GOLDMAN SACHS CAPITAL II | $1,897,505 | $1,965,000 |
| ILLUMINA INC | $714,658 | $740,000 |
| ILLUMINA INC COM | $954,998 | $1,295,000 |
| INTEL | $450,404 | $895,515 |
| IVERIC BIO INC | $526,980 | $552,800 |
| JBG SMITH PROPERTIES | $184,545 | $218,890 |
| JBG SMITH PROPERTIES | $1,807,251 | $2,143,621 |
| JOHNSON CONTROLS INTER | $695,501 | $931,800 |
| JP MORGAN CHASE & CO | $3,040,005 | $3,143,808 |
| LOWE'S COMPANIES INC | $165,840 | $1,765,610 |
| MICROSOFT CORP | $572,567 | $1,112,100 |
| MICROSOFT CORP | $1,048,800 | $1,112,100 |
| MONDELEZ INTERNATIONAL | $129,572 | $344,973 |
| NOVARTIS | $337,781 | $472,150 |
| ORACLE | $684,600 | $1,293,800 |
| PAYPAL | $589,505 | $702,600 |
| PFIZER INC | $182,044 | $184,050 |
| TESLA INC | $482,828 | $1,764,175 |
| VERIZON COMMUNUCATIONS | $110,713 | $135,184 |
| VIACOMCBSINC | $380,235 | $931,500 |
| VIATRIS INC | $9,581 | $11,618 |
| VORNADO REALTY TRUST | $4,787,919 | $3,252,463 |
| VORNADO REALTY TRUST SER M 5.25 | $125,000 | $131,800 |
| WALMART STORES | $1,633,125 | $2,018,100 |
| WALMART STORES | $697,368 | $1,441,500 |
| WALT DISNEY CO | $48,518 | $175,745 |
| WELLS FARGO 5.85 PFD | $500,000 | $537,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,513,451 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,746,052 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH CMA FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,620,473 | BookValueAmt |
| EOYFMV | $5,620,473 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $3,027 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,027 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $411 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $411 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $411 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $49,960 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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