WILF FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WILF FAMILY FOUNDATION (EIN 22-6075840)
- Tax period
- 2018-11-01 to 2019-10-31
- Filed
- 2020-03-09
- IRS object ID
- 202020699349100117
- Schema version
- 2018v3.1
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-09T17:10:26-05:00 | ReturnTs |
| Tax Period End | 2019-10-31 | 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 | 529 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100174683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226075840 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILF FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILF | 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 | 2020-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH J BARRECA | PreparerPersonNm |
| PTIN | P00310073 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2020-03-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $124,270,272 | 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 | $4,010,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,967 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,967 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,438,637 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,438,637 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $898,233 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,953,069 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $898,233 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $77,985 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $77,985 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,433,822 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,423,822 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $148,154 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $148,154 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,846 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,846 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $620,832 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $620,832 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $88,718 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,703 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,703 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $903,253 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $814,535 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,025,077 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,025,077 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,928,330 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $814,535 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,025,077 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,505,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,609,287 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,351,093 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,688,618 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,688,618 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,482,420 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,952,852 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,473,106 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $34,582,766 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,438,039 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $66,473,565 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $38,247,122 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $44,088,384 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $44,084,983 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,402,558 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,403,558 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,550,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $83,065,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $89,571,451 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $124,270,272 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $83,065,959 | UnrestrictedBOYAmt |
| Unrestricted EOY | $89,571,451 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $83,065,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $89,571,451 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,065,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $89,571,451 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $83,065,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,505,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $89,571,451 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $89,571,451 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $7,953,069 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,054,836 | CostOrOtherBasisAmt |
| Gain Or Loss | $898,233 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $898,233 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $898,233 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,663,030 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $116,423,207 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040052 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,742,980 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $119,644,542 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.022926 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,282,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $113,625,505 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.011290 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,316,712 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $115,031,867 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.080992 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,551,859 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $115,445,054 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.100064 | DistributionYr5Rt |
| Total Distribution | 0.255324 | TotalDistributionRt |
| Average Distribution | 0.051065 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $116,405,974 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,944,271 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $46,093 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,990,364 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,025,077 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $92,186 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $92,186 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $92,186 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $88,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $88,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,186 | TaxDueAmt |
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 | 529 5TH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LEONARD WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE/PRESIDENT | 1.00 | $0 | $0 | $0 |
| ZYGMUNT WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE/VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARK WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE/SECRETARY | 1.00 | $0 | $0 | $0 |
| ORIN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE/TREASURER | 1.00 | $0 | $0 | $0 |
| ELANA WILF TANZMAN | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JASON WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JONATHAN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ELLEN LAWRENCE | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $148,154 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELIN CONSULTING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 E 9TH STREET 21 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $570,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $114,851,851 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,326,803 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $118,178,654 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $118,178,654 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,772,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $116,405,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,820,299 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,820,299 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92,186 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $92,186 | TotalTaxAmt |
| Distributable Before Adj | $5,728,113 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,728,113 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,728,113 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,025,077 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,025,077 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,025,077 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,728,113 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,426,902 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,756,015 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $5,182,917 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,025,077 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,025,077 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,703,036 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,703,036 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,479,881 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,479,881 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,479,881 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ZYGMUNT WILF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | ||||||
| 55 WEST 39TH STREET | NEW YORK | NY | 10018 | PC | BENEFIT SUPPORT | $10,000 |
| AMERICAN FRIENDS OF KISHORIT INC | ||||||
| PO BOX 370362 | WEST HARTFORD | CT | 061370362 | PC | BENEFIT SUPPORT | $10,000 |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | ||||||
| 1140 BROADWAY | NEW YORK | NY | 100017504 | PC | BENEFIT SUPPORT | $45,000 |
| AMERICAN JEWISH HISTORICAL SOCIETY | ||||||
| 15 WEST 16TH STREET 5TH FLOOR | NEW YORK | NY | 100116301 | PC | BENEFIT SUPPORT | $5,000 |
| AMERICAN SOCIETY FOR YAD VASHEM | ||||||
| 500 FIFTH AVENUE | NEW YORK | NY | 101104304 | PC | BENEFIT SUPPORT | $3,600 |
| AMERICAN SOCIETY FOR YAD VASHEM | ||||||
| 500 FIFTH AVENUE | NEW YORK | NY | 101104304 | PC | BENEFIT SUPPORT | $1,800 |
| AMERICAN SOCIETY FOR YAD VASHEM | ||||||
| 500 FIFTH AVENUE | NEW YORK | NY | 101104304 | PC | BENEFIT SUPPORT | $1,000 |
| AMERICAN SOCIETY FOR YAD VASHEM | ||||||
| 500 FIFTH AVENUE | NEW YORK | NY | 101104304 | PC | BENEFIT SUPPORT | $1,000 |
| APPEAL OF CONSCIENCE FOUNDATION | ||||||
| 119 WEST 57TH STREET | NEW YORK | NY | 10019 | PC | BENEFIT SUPPORT | $25,000 |
| BIRCH WATHEN LENOX SCHOOL | ||||||
| 210 EAST 77TH STREET | NEW YORK | NY | 10075 | PC | BENEFIT SUPPORT | $20,000 |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA | ||||||
| 12 WEST 31ST STREET SUITE 300 | NEW YORK | NY | 10001 | PC | BENEFIT SUPPORT | $3,000 |
| BROOKLYN HOSPITAL CENTER | ||||||
| 121 DEKALB AVENUE | BROOKLYN | NY | 112015425 | PC | BENEFIT SUPPORT | $500 |
| CHABAD CENTER OF NORTHWEST NJ | ||||||
| 1 TORAH WAY | ROCKAWAY | NJ | 07866 | PC | BENEFIT SUPPORT | $3,600 |
| CHABAD HOUSE - LUBAVITCH INC | ||||||
| 170 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 089011157 | PC | BENEFIT SUPPORT | $2,500 |
| CHHANGE | ||||||
| 765 NEWMAN SPRINGS ROAD | LINCROFT | NJ | 077381543 | PC | BENEFIT SUPPORT | $1,000 |
| CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION | ||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 191044319 | PC | BENEFIT SUPPORT | $1,000 |
| CITY OF HOPE MEDICAL CENTER | ||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | PC | BENEFIT SUPPORT | $5,000 |
| CONGREGATION AHAVAS YISRAEL | ||||||
| 1587 ROUTE 27 | EDISON | NJ | 08817 | PC | BENEFIT SUPPORT | $180 |
| CONGREGATION RINAT YISRAEL | ||||||
| 389 WEST ENGLEWOOD AVENUE | TEANECK | NJ | 07666 | PC | BENEFIT SUPPORT | $400 |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | ||||||
| 498 SEVENTH AVENUE 20TH FLOOR | NEW YORK | NY | 100186701 | PC | BENEFIT SUPPORT | $1,000 |
| EDEN PRAIRIE COMMUNITY FOUNDATION | ||||||
| 8080 MITCHELL ROAD | EDEN PRAIRIE | MN | 553442203 | PC | BENEFIT SUPPORT | $16,667 |
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS | ||||||
| 1546 E 31ST STREET | BROOKLYN | NY | 112343402 | PC | BENEFIT SUPPORT | $10,000 |
| FOREIGN POLICY ASSOCIATION INCORPORATED | ||||||
| 470 PARK AVENUE S FRONT 2 | NEW YORK | NY | 100166819 | PC | BENEFIT SUPPORT | $1,000 |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | ||||||
| 100 MADISON AVENUE | MORRISTOWN | NJ | 079621956 | PC | BENEFIT SUPPORT | $1,800 |
| FRIENDS OF THE ARAVA INSTITUTE LTD | ||||||
| 1320 CENTRE STREET SUITE 206 | NEWTON CENTRE | MA | 024592400 | PC | BENEFIT SUPPORT | $500 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | PC | BENEFIT SUPPORT | $3,600 |
| FRIENDS OF THE ISRAEL FOOTBALL LEAGUE | ||||||
| 414 CHENAL WOODS DRIVE | LITTLE ROCK | AR | 72223 | PC | BENEFIT SUPPORT | $25,000 |
| HOLOCAUST RESOURCE FOUNDATION | ||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | PC | BENEFIT SUPPORT | $20,000 |
| INTERFAITH HOSPITALITY NETWORK | ||||||
| 46 PARK STREET | MONTCLAIR | NJ | 07042 | PC | BENEFIT SUPPORT | $6,000 |
| JEWISH ASSOCIATION FOR THE DEVELOPMENTALLY DISABLED | ||||||
| 270 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 070522916 | PC | BENEFIT SUPPORT | $20,000 |
| JEWISH COMMUNITY FOUNDATION OF GREATER METROWEST NJ | ||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 079811105 | PC | BENEFIT SUPPORT | $18,000 |
| JEWISH COMMUNITY HOUSING CORPORATION | ||||||
| 750 NORTHFIELD AVENUE | WEST ORANGE | NJ | 070521111 | PC | BENEFIT SUPPORT | $2,500 |
| JEWISH EDUCATIONAL CENTER | ||||||
| 330 ELMORA AVENUE | ELIZABETH | NJ | 07208 | PC | BENEFIT SUPPORT | $500 |
| JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY | ||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | PC | BENEFIT SUPPORT | $7,500 |
| JEWISH FEDERATION OF GREATER METROWEST NJ | ||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | PC | BENEFIT SUPPORT | $1,250,000 |
| JEWISH FEDERATION OF GREATER METROWEST NJ | ||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | PC | BENEFIT SUPPORT | $180 |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||
| 234 MCKEE PLACE | PITTSBURGH | PA | 152133916 | PC | BENEFIT SUPPORT | $25,000 |
| JEWISH HISTORICAL SOCIETY OF METROWEST NJ | ||||||
| 901 RT 10 | WHIPPANY | NJ | 079811105 | PC | BENEFIT SUPPORT | $2,500 |
| KUSHNER HEBREW ACADEMY | ||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | PC | BENEFIT SUPPORT | $5,000 |
| METROPOLITAN GOLF ASSOCIATION FOUNDATION | ||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | PC | BENEFIT SUPPORT | $2,500 |
| MINNESOTA VIKINGS FOUNDATION | ||||||
| 9520 VIKING DRIVE | EDEN PRAIRIE | MN | 553443898 | PC | BENEFIT SUPPORT | $100,000 |
| MOUNT FREEDOM JEWISH CENTER | ||||||
| 1209 SUSSEX TURNPIKE PO BOX 202 | RANDOLPH | NJ | 07970 | PC | BENEFIT SUPPORT | $3,600 |
| MUHLENBERG COLLEGE | ||||||
| 2400 CHEW STREET | ALLENTOWN | PA | 181045564 | PC | BENEFIT SUPPORT | $1,000 |
| NANCY DAVIS FOUNDATION FOR MS | ||||||
| 1875 CENTURY PARK EAST SUITE 980 | LOS ANGELES | CA | 90067 | PC | BENEFIT SUPPORT | $2,500 |
| NATIONAL FOOTBALL MUSEUM INC | ||||||
| 2121 GEORGE HALAS DRIVE NW | CANTON | OH | 447082630 | PC | BENEFIT SUPPORT | $200,000 |
| NEW BEGINNINGS FOR TOMORROW | ||||||
| 28 DWIGHT PLACE | FAIRFIELD | NJ | 070043421 | PC | BENEFIT SUPPORT | $5,000 |
| NEW YORK UNIVERSITY SCHOOL OF LAW | ||||||
| 40 WASHINGTON SQUARE SOUTH | NEW YORK | NY | 100121099 | PC | BENEFIT SUPPORT | $1,000 |
| NEW YORK WEILL CORNELL HOSPITAL | ||||||
| 850 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10022 | PC | BENEFIT SUPPORT | $10,000 |
| PAJAMA PROGRAM INC | ||||||
| 114 EAST 39TH STREET | NEW YORK | NY | 100160958 | PC | BENEFIT SUPPORT | $5,000 |
| PALM BEACH ORTHODOX SYNAGOGUE | ||||||
| 120 NORTH COUNTY ROAD | PALM BEACH | FL | 334803917 | PC | BENEFIT SUPPORT | $1,000 |
| PALM BEACH ORTHODOX SYNAGOGUE | ||||||
| 120 NORTH COUNTY ROAD | PALM BEACH | FL | 334803917 | PC | BENEFIT SUPPORT | $1,000 |
| PALM BEACH POLICE FOUNDATION INC | ||||||
| 139 N COUNTY ROAD SUITE 20C | PALM BEACH | FL | 334803924 | PC | BENEFIT SUPPORT | $5,000 |
| PAPER MILL PLAYHOUSE | ||||||
| 22 BROOKSIDE DRIVE | MILLBURN | NJ | 07041 | PC | BENEFIT SUPPORT | $15,000 |
| PARTNERSHIP FOR JEWISH LEARNING & LIFE | ||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | PC | BENEFIT SUPPORT | $10,000 |
| PHILANTHROPY ROUNDTABLE | ||||||
| 1120 20TH STREET NW SUITE 550 | WASHINGTON | DC | 20036 | PC | BENEFIT SUPPORT | $10,000 |
| POLICE ATHLETIC LEAGUE | ||||||
| 34 1/2 EAST 12TH STREET | NEW YORK | NY | 10003 | PC | BENEFIT SUPPORT | $1,000 |
| POLICE UNITY TOUR | ||||||
| PO BOX 528 | FLORHAM PARK | NJ | 07932 | PC | BENEFIT SUPPORT | $500 |
| PRINCETON UNIVERSITY | ||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08540 | PC | BENEFIT SUPPORT | $5,000 |
| PROJECT HOME OF CRANFORD NJ | ||||||
| PO BOX 724 | CRANFORD | NJ | 070160724 | PC | BENEFIT SUPPORT | $250 |
| RABBINICAL COLLEGE OF AMERICA | ||||||
| PO BOX 1996 | MORRISTOWN | NJ | 079621996 | PC | BENEFIT SUPPORT | $25,000 |
| RUTGERS UNIVERSITY FOUNDATION | ||||||
| 335 GEORGE STREET SUITE 4000 | NEW BRUNSWICK | NJ | 08901 | PC | BENEFIT SUPPORT | $2,500 |
| SHARP HEALTHCARE FOUNDATION | ||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 921231489 | PC | BENEFIT SUPPORT | $1,000 |
| SHOLOM FOUNDATION | ||||||
| 3610 PHILLIPS PKWY | ST LOUIS PARK | MN | 554263765 | PC | BENEFIT SUPPORT | $20,000 |
| SKIN CANCER FOUNDATION | ||||||
| 149 MADISON AVENUE SUITE 901 | NEW YORK | NY | 100166713 | PC | BENEFIT SUPPORT | $10,000 |
| TEMPLE ISRAEL | ||||||
| 2324 EMERSON AVENUE SOUTH | MINNEAPOLIS | MN | 55405 | PC | BENEFIT SUPPORT | $1,000 |
| THE FIRST TEE OF METROPOLITAN NEW YORK | ||||||
| 3545 JEROME AVENUE | BRONX | NY | 10467 | PC | BENEFIT SUPPORT | $10,000 |
| THE INSTITUTE FOR CHILDREN WITH CANCER & BLOOD DISORDERS | ||||||
| 121 SOMERSET STREET | NEW BRUNSWICK | NJ | 089030109 | PC | BENEFIT SUPPORT | $1,000 |
| THE PUBLIC THEATER | ||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 100037021 | PC | BENEFIT SUPPORT | $1,000 |
| THE ROSE HOUSE | ||||||
| PO BOX 544 | CEDAR KNOLLS | NJ | 07927 | PC | BENEFIT SUPPORT | $500 |
| TORAH ACADEMY OF MINNEAPOLIS | ||||||
| 2800 JOPPA AVENUE SOUTH | ST LOUIS PARK | MN | 55416 | PC | BENEFIT SUPPORT | $1,800 |
| TOURO COLLEGE | ||||||
| 500 SEVENTH AVENUE | NEW YORK | NY | 100184502 | PC | BENEFIT SUPPORT | $10,000 |
| TRINITAS HEALTH FOUNDATION | ||||||
| 225 WILLIAMSON STREET PO BOX 259 | ELIZABETH | NJ | 07207 | PC | BENEFIT SUPPORT | $2,500 |
| UPPER EAST SIDE HATZOLAH | ||||||
| 125 EAST 85TH STREET | NEW YORK | NY | 10028 | PC | BENEFIT SUPPORT | $2,500 |
| BRAD KAMINSKY FOUNDATION | ||||||
| 20227 CATLETT PLACE | ASHBURN | VA | 20147 | PC | BENEFIT SUPPORT | $100 |
| YESHIVA SHAAREI TZION | ||||||
| 51 PARK AVENUE | PISCATAWAY | NJ | 088544842 | PC | BENEFIT SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,025,077 | 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 | $8,967 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,438,637 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,985 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $898,233 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,423,822 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,423,822 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSE MANOR INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CENTRAL AVENUE | AddressLine1Txt |
| City | MOUNTAINSIDE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,010,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $7,000 | 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 (147 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES BARCLAY S 1-3 YEAR TREASURY BOD FUND | $118,705 | $118,845 |
| PIMCO UNCONSTRAINED BOND-INS (ID: 72201M-48-7) | $96,944 | $96,210 |
| 3M COMPANY 3 25 | $264,153 | $263,480 |
| AETNA 41/8 21 | $268,428 | $256,425 |
| AETNA INC 0.035 | $272,095 | $262,098 |
| AFLAC 31/4 25 | $493,155 | $526,085 |
| ALTRIA GROUP 4 24 | $536,296 | $528,750 |
| AMAZON COM INC 3.8% 12/05/2024 | $258,298 | $271,578 |
| AMERICAN INTL GROUP 0.0375 | $268,522 | $267,450 |
| AMERICAN INTL GROUP 3.9 26 | $262,815 | $268,940 |
| AMGEN 4.1 21 | $270,400 | $257,885 |
| ANHEUSER BUSCH 3.65 26 | $275,185 | $267,900 |
| ANHEUSER BUSCH 3.7 24 | $260,290 | $266,708 |
| ANHEUSER BUSCH INBEV WORLDWIDE 4.15% 01/23/2025 | $272,663 | $273,315 |
| APACHE CORP. 2 5/8 23 | $249,921 | $249,680 |
| APPLE INC | $266,901 | $266,298 |
| APPLE INC 3.25 26 | $260,393 | $266,528 |
| ASHMORE EMG MKT SHT DURATION FD | $15,130 | $13,797 |
| AT&T | $247,256 | $261,950 |
| AT&T 3 22 | $513,621 | $511,385 |
| BANK AMER CORP 5.375 DEP PFD KK | $250,000 | $266,100 |
| BANK NEW YORK MELLON CORP 3.25% 05/16/2027 | $245,030 | $259,877 |
| BANK OF AMERICA CORP VAR RT 10/21/22 | $256,000 | $253,560 |
| BANK OF NY MELLON CORP | $251,127 | $266,255 |
| BARCLAYS PLC VAR RT 01/10/2023 | $256,875 | $252,290 |
| BB&T CORP VAR RT PERP MAT DID 07/29/20 19 | $248,704 | $254,875 |
| BERKSHIRE HATHAWAY 3 22 | $523,511 | $517,245 |
| BOEING CO 2.8% 03/01/2027 | $257,123 | $254,058 |
| BOEING CO 3.45% 11/01/2028 | $267,290 | $266,945 |
| BRISTOL MYERS SQUIBB CO 3.25% 02/27/2027 | $263,938 | $268,703 |
| BURLINGTON NORTHERN SANTA FE 3.05 22 | $518,450 | $512,320 |
| CANADIAN PACIFIC 4,45 23 | $260,822 | $267,755 |
| CAPITAL ONE FINANCIAL VAR. 49 | $250,000 | $254,580 |
| CATERPILLAR 2.6 22 | $258,330 | $254,213 |
| CATERPILLAR INC DEL 2.6% 09/19/2029 | $257,285 | $254,613 |
| CBS 3.7 24 | $259,951 | $262,913 |
| CBS 4 26 | $250,575 | $268,423 |
| CHARLES SCHWAB CORP VAR RT 06/01/2166 | $250,000 | $256,250 |
| CIGNA CORP. | $250,765 | $257,443 |
| CIGNA CORP. 4 22 | $274,423 | $258,725 |
| CISCO SYSTEMS INC 0.035 | $273,977 | $270,608 |
| CITIGROUP 37/8 25 | $245,735 | $264,243 |
| CITIGROUP INC 0.043 | $254,487 | $270,860 |
| CITIGROUP INC MTN VAR RT 11/24/2027 | $250,000 | $239,740 |
| CITIZENS FINL GROUP INC 5.500% 10/06/2165 | $257,934 | $252,710 |
| CLOROX 3.05 22 | $258,895 | $256,488 |
| COLGATE PALMOLIVE 3 1/4 24 | $261,216 | $266,650 |
| COMCAST 3318 25 | $252,393 | $265,420 |
| CONOCOPHILLIPS 4.95 26 | $284,785 | $287,623 |
| CONOCOPHILLIPS COMPANY VAR RT | $248,248 | $264,290 |
| CORN PRODUCTS INTERNATIONAL 45/8 20 | $262,505 | $255,813 |
| CREDIT SUISSE NEW YORK 43/8 20 | $261,128 | $254,735 |
| CVS CAREMARK 41/8 21 | $263,875 | $256,280 |
| CVS HEALTH CORP 3.875 25 | $262,785 | $265,763 |
| DALLAS-FORT WORTH TX INTL ARPT REV TXBL-REF-SER - 2.434% 11.01.2028 | $250,000 | $252,863 |
| DALLAS-FORT WORTH TX INTL ARPT REV TXBL-REF-SER - 2.554% 11.01.2030 | $100,000 | $100,384 |
| DOW CHEMICAL 41/8 21 | $268,000 | $259,080 |
| E*TRADE FINANCIAL CORP VAR RT 09/1512166 | $255,837 | $244,618 |
| ENLINK MIDSTREAM VAR RT 12/15/2165 | $150,000 | $103,020 |
| ENTERGY 51/8 20 | $254,012 | $254,715 |
| ERP OPERATING 43/4 20 | $267,365 | $253,165 |
| EXXON MOBIL 3.176 24 | $526,155 | $526,370 |
| FEDEX 2.7 23 | $254,225 | $253,868 |
| FEDEX 4 24 | $273,705 | $267,138 |
| GENERAL MILLS 3.15 21 | $261,693 | $255,548 |
| GENERAL MILLS 3.2 27 | $259,729 | $264,702 |
| GOLDMAN SACHS 3.85 24 | $524,906 | $530,280 |
| GOLDMAN SACHS 5.95 27 | $291,168 | $298,108 |
| GOLDMAN SACHS CAPITAL II 5.793 43 | $8,340 | $10,380 |
| HALLIBURTON CO 3.8 25 | $263,261 | $263,360 |
| HOME DEPOT 3 26 | $254,398 | $263,420 |
| HOME DEPOT 3 3/4 24 | $263,293 | $269,028 |
| HP ENTERPRISE CO 4.9 25 | $519,375 | $559,090 |
| INTEL CORP 3.15% 05/11/2027 | $246,678 | $267,503 |
| INTEL CORP 3.7 25 | $267,358 | $271,875 |
| INVESCO HI YLD MUNI-R6 | $32,220 | $33,424 |
| ISHARES 3-7 YEAR TREASURY BO @ 121.6692 | $65,278 | $67,548 |
| JOHNSON & JOHNSON 3.375% 12/05/2023 | $257,280 | $266,143 |
| JP MORGAN CHASE | $259,331 | $245,464 |
| JP MORGAN CHASE 4.4 20 | $261,168 | $254,498 |
| JP MORGAN CHASE 5.15 2165 | $65,000 | $67,356 |
| JP MORGAN CHASE VAR RT 04/25/2023 | $252,175 | $251,668 |
| JP MORGAN CHASE VAR. RATE | $355,000 | $381,029 |
| JP MORGAN CHASE VAR. RATE 05/01/2166 | $500,000 | $497,050 |
| JP MORGAN CHASE VAR. RATE MAT DTD 07/31/19 | $110,000 | $114,221 |
| JP MORGAN TRUST I FLOATING RATE | $3,566,734 | $3,347,757 |
| JPMORGAN CHASE & CO 3.9 % | $264,473 | $269,513 |
| KELLOGG 3.25 26 | $269,954 | $260,755 |
| KELLOGG 4 20 | $284,663 | $255,090 |
| KRAFT HEINZ FOODS 3.95 25 | $278,193 | $263,228 |
| LOCKHEED MARTIN CORP 2.9 25 | $257,476 | $261,273 |
| LOCKHEED MARTIN CORP 3.55 26 | $266,494 | $270,025 |
| MCDONALD CORP 3.7 26 | $545,782 | $539,865 |
| MCDONALD'S 33/8 25 | $245,915 | $265,243 |
| METLIFE 3 25 | $502,453 | $521,955 |
| METLIFE VAR. 49 | $125,000 | $126,125 |
| METROPOLITAN WEST UNC BD-1 | $142,276 | $143,720 |
| MICROSOFT 3.125 25 | $535,039 | $532,550 |
| MICROSOFT 3.3 27 | $267,976 | $270,618 |
| MONSANTO CO 5.5 25 | $301,983 | $272,518 |
| NEWELL RUBBERMAID 4.7 20 | $266,575 | $253,858 |
| NORTHEN TR CORP 3.65% 08/03/2028 | $274,163 | $275,198 |
| PEPSICO 3.6 24 | $259,945 | $267,105 |
| PEPSICO INC 3% 10/15/2027 | $264,420 | $265,333 |
| PFIZER INC 3% 12/15/2026 | $249,735 | $265,168 |
| PFIZER INC 3.2% 09/15/2023 | $253,448 | $261,928 |
| PGIM HIGH YIELD FUND CLASS R6 ISIN US74440Y8848 | $82,563 | $82,599 |
| PHILIP MORRIS INTL INC 3.125% 08/17/2027 | $263,755 | $259,053 |
| PHILIP MORRIS INTL INC OLD 03.250% | $270,249 | $262,175 |
| PHILIP MORRIS INTL. 3.6 23 | $268,663 | $263,665 |
| PNC BK N A PITTSBURGH PA 3.1% 10/25/2027 | $260,998 | $263,363 |
| PNC FINANCIAL SERVICES | $100,000 | $105,881 |
| POTASH CORP - SASKATCHEWAN 47/8 20 | $266,218 | $252,615 |
| PRUDENTIAL FINANCIAL 3 1/2 24 | $519,990 | $531,670 |
| QUEST DIAGNOSTIC INC 3.5 25 | $271,407 | $263,363 |
| QUEST DIAGNOSTICS INC 3.45% 06/01/2026 | $262,295 | $262,615 |
| SPDR PORT SHRT TRM CORP BND - ETF @30.3635 | $54,139 | $55,046 |
| STATE STR CORP 3.1% 05/15/2023 | $247,730 | $258,645 |
| SUNTRUST BANKS INC VAR RATE | $253,125 | $254,375 |
| TEVA PHARMA CEUT FIN BV 2.95% 12/18/22 | $231,250 | $227,500 |
| THERMO FISHER SCIENTIFIC 4.15 24 | $526,133 | $538,965 |
| TIME WARNER 3.6 25 | $273,815 | $256,623 |
| TIME WARNER 6.95 28 | $198,891 | $249,850 |
| TYCO INTERNATIONAL 3.9 26 | $278,690 | $267,195 |
| U S BANCORP MTNS BK ENT 3.15% 04/27/2027 | $243,465 | $264,580 |
| U.S BANCORP 3.1 26 | $267,115 | $261,715 |
| UNION PACIFIC 3.25 25 | $264,635 | $263,645 |
| UNION PACIFIC 4 21 | $269,900 | $255,608 |
| UNITED HEALTH | $268,386 | $271,078 |
| UNITED HEALTH GROUP 27/8 22 | $257,053 | $255,250 |
| UNITED TECHNOLOGIES CORP | $259,366 | $263,775 |
| USD THOMSON REUTERS 3.35 26 | $266,439 | $259,045 |
| VANGUARD TOTAL BOND MARKET ETF @82.13 | $80,930 | $82,651 |
| VERIZON 3.5 24 | $497,515 | $531,200 |
| VOYA FINL INC VAR RI PERP MAT DID 09/12/2018 @ | $255,000 | $267,188 |
| WALGREENS 3.45 26 | $523,982 | $518,355 |
| WAL-MART 41/4 21 | $291,250 | $259,053 |
| WALMART INC 3.25% 07/08/2029 | $273,430 | $270,520 |
| WALMART INC 3.4% 06/26/2023 | $254,413 | $264,148 |
| WALT DISNEY 3 26 | $528,983 | $528,145 |
| WASTE MANGEMENT 3.15 27 | $253,255 | $264,440 |
| WASTE MGMT INC DEL 3.2% 06/15/2026 | $263,953 | $265,200 |
| WELLS FARGO 3.45 23 | $512,870 | $517,220 |
| WELLS FARGO 4.3 27 | $267,908 | $273,625 |
| WELLS FARGO VAR RT 01/24/2023 | $255,375 | $253,135 |
| WHIRLPOOL 3.7 25 | $504,270 | $527,655 |
| WSTRN MN MUNI PWR AGY TXBL-REF-SER A 2.545% 1/1/28 | $500,000 | $503,140 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (63 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| J P MORGAN SHORT DURATION BOND FUND | $615,408 | $618,460 |
| ADVERUM BIOTECHNOLOGIES INC COM | $134,938 | $72,700 |
| ALLSTATE CORP PFD 5.1% @ 25.00 | $50,000 | $52,460 |
| AMAZON COM INC | $1,755,195 | $1,812,193 |
| AT&T 00206R -10-2 T | $67,294 | $514,727 |
| AVALON BAY COMMUNITIES | $110,065 | $217,660 |
| BANK AMER CORP PFD 5.000% | $225,000 | $233,550 |
| BANK AMER CORP PFD 6.000% | $375,000 | $408,750 |
| BANK OF AMERICA 5.375 | $375,000 | $399,150 |
| BLACKROCK CORPORATE HIGH YIELD | $154,272 | $73,482 |
| BLACKROCK NC | $539,493 | $534,655 |
| BRISTOL-MYERS SQUIBB CO 3.25 27 | $261,705 | $268,703 |
| CAPITAL ONE FINANCIAL 6 PFD | $249,500 | $256,100 |
| CITIGROUP | $250,000 | $525,081 |
| CITIGROUP 5.95 % 2049 | $260,487 | $264,643 |
| CITIGROUP INC VAR PT 09/01/2023 | $507,125 | $510,335 |
| CITIGROUP INC VAR RT 12/31/2049 | $491,084 | $535,000 |
| CITIGROUP SER J 7 1/8 PFD | $500,000 | $577,000 |
| COMCAST | $34,252 | $404,007 |
| CONOCOPHILLIPS COMPANY VAR RT | $493,810 | $507,100 |
| DOUBLE LINE TOTAL RETURN FUND | $74,836 | $72,744 |
| DOW CHEMICAL CO/THE 0.035 | $261,593 | $262,395 |
| DUKE ENERGY CORP | $125,000 | $139,500 |
| E*TRADE FINANCIAL CORP VAR RI | $262,229 | $261,250 |
| ENERGY TRANSFER PARTNERS PFD 7.375% 25 | $150,000 | $145,320 |
| FIRST REPUBLIC BANK 5.125 22PFD | $250,000 | $260,500 |
| GENERAL MOTORS WARRANTS - CLASS B | $234,346 | $155,143 |
| GOLDMAN SACHS GROUP INC MTN VAR RI | $515,625 | $516,350 |
| IBM | $2,672,174 | $2,602,118 |
| IBM | $1,870,314 | $1,337,300 |
| INVESCO MORTGAGE CAPITAL PFD 7.5 | $250,000 | $266,800 |
| J P MORGAN STRATEGIC INCOME OPPORTUNITIES FUND | $1,388,917 | $1,380,069 |
| JBG SMITH PROPERTIES | $982,518 | $4,498,571 |
| JBG SMITH PROPERTIES | $972,959 | $4,637,509 |
| JOHN HANCOCK LL-STR INC-I | $94,527 | $95,398 |
| JP MORGAN CHASE | $250,000 | $284,900 |
| JP MORGAN CHASE 3.875 24 | $248,125 | $266,935 |
| JP MORGAN CHASE 5.75 PFD | $500,000 | $544,000 |
| JP MORGAN CHASE 6.1 PFD | $125,000 | $128,300 |
| JP MORGAN CHASE 6.125 PFD | $250,000 | $253,100 |
| JPM GLOBAL BOND OPPORTUNITY FUND | $101,609 | $100,864 |
| KEYCORP VAR RI | $248,750 | $363,657 |
| LADDER CAP CORP | $73,696 | $89,286 |
| M&T BANK CORPORATION VAR RT | $100,000 | $106,750 |
| MICROSOFT CORP 4.200% 11/03/2035 | $258,625 | $297,108 |
| MORGAN STANLEY VAR RATE | $261,795 | $253,625 |
| MORGAN STANLEY VAR RATE | $515,000 | $508,030 |
| PIMCO MORTGAGE OPPORTUNITY | $152,617 | $151,019 |
| PNC FINANCIAL SERVICES | $837,605 | $3,261,141 |
| PUBLIC SERVICE ENTERPRISE GROUP | $39,064 | $189,930 |
| REGIONS FINANCIAL VAR. PFD | $250,000 | $285,500 |
| SITE CENTERS CORP. (NAME CHNAGED FROM: DDR CORP) 6 1/2 PFD | $225,000 | $226,170 |
| URBAN EDGE PROPERTIES | $472,531 | $1,849,890 |
| VERIZON COMMUNICATIONS | $116,304 | $497,184 |
| VODAFONE GROUP PLC ADR | $12,286 | $48,722 |
| VORNADO REALTY TRUST | $4,094,309 | $14,666,796 |
| VORNADO REALTY TRUST | $4,260,664 | $15,119,774 |
| VORNADO REALTY TRUST SER M CUM RDMABLE 5.25 PFD | $250,000 | $260,600 |
| WELLS FARGO 5.2 PFD | $18,750 | $18,983 |
| WELLS FARGO 5.7 | $250,000 | $538,600 |
| WELLS FARGO 5.85 PFD | $325,000 | $350,090 |
| WELLS FARGO 5.85 PFD | $500,000 | $259,200 |
| WELLS FARGO 7.98 PFD | $146,643 | $136,688 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $5,952,852 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $6,473,106 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STATE OF ISRAEL BONDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,403,558 | BookValueAmt |
| EOYFMV | $1,550,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $15,543 | $15,543 | $0 |
| DUES & SUBSCRIPTIONS | $10,025 | $10,025 | $0 |
| OFFICE EXPENSES | $925 | $925 | $0 |
| INVESTMENT RELATED EXPENSES | $210 | $210 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $77,985 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $77,985 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $77,985 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $570,000 | $570,000 | $0 |
| INVESTMENT CONSULTING FEES | $45,500 | $45,500 | $0 |
| INVESTMENT MANAGEMENT FEES | $5,332 | $5,332 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $88,718 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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