THE MARK AND JANE WILF FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE MARK AND JANE WILF FAMILY FOUNDATION INC (EIN 75-3224210)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-11
- IRS object ID
- 202042559349100304
- Schema version
- 2019v5.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-11T11:12:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753224210 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARK AND JANE WILF FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 9739248246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 MORRIS TURNPIKE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK WILF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9739248246 | PhoneNum |
| Signature | 2020-09-09 | 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 | 2020-09-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.66.226.196 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-09 | IPDt |
| IP Tm | 21:08:40 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 70F4850E85693045956D66841B824E6CBB7C8C4D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,682,039 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,510,791 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,420 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,420 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $439,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $439,569 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$551,466 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,627,116 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,401,314 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $441,989 | 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 |
| Taxes Rev And Expnss | $16,144 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,175 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $442,967 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $442,967 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $459,142 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $442,998 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,942,172 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $441,989 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,587 | CashBOYAmt |
| Cash EOY | $7,335 | CashEOYAmt |
| Cash EOYFMV | $7,335 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,646,570 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,473,837 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,383,303 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,338,289 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,398,455 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $846,391 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,363,480 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,419,271 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,443,173 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,637 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,837 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,837 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,358,563 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,300,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,682,039 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,358,563 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,300,735 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,358,563 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,300,735 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,358,563 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,300,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,358,563 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,942,172 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,300,735 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,300,735 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $13,625,205 | $14,176,782 | -$551,577 | -$551,577 |
| ISRAEL BOND | P | $1,911 | $1,800 | $111 | $111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$551,466 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $711,556 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,370,300 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085010 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $593,335 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,587,235 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.106195 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $569,647 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,703,285 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.153822 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $199,045 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,543,418 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056173 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $446,754 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,936,504 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.152138 | DistributionYr5Rt |
| Total Distribution | 0.553338 | TotalDistributionRt |
| Average Distribution | 0.110668 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,781,004 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,193,112 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,420 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,197,532 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $442,998 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,840 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,840 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,840 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,450 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,450 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,610 | OverpaymentAmt |
| Applied To ES Tax | $7,610 | 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 | 529 FIFTH 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARK WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE & PRESIDENT | 0.25 | $0 | $0 | $0 |
| JANE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE & VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| ZYGMUNT WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE, SECRETARY & TREASURER | 0.25 | $0 | $0 | $0 |
| STEVEN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| 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 | $8,760,250 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,184,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,945,182 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,945,182 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,178 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,781,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $539,050 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $539,050 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,840 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,840 | TotalTaxAmt |
| Distributable Before Adj | $530,210 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $530,210 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $530,210 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $442,998 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $442,998 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $442,998 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $530,210 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $301,745 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,787 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $388,981 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $319,797 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $303,186 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,337,496 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $442,998 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $442,998 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $87,212 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $87,212 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,250,284 | 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 | $214,533 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,035,751 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,787 | ExcessFromYear4Amt |
| Excess From Year3 | $388,981 | ExcessFromYear3Amt |
| Excess From Year2 | $319,797 | ExcessFromYear2Amt |
| Excess From Year1 | $303,186 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK WILF | ContributingManagerNm |
| Contributing Manager | JANE WILF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF GREATER METROWEST NJ | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | PC | PROGRAM SUPPORT | $87,390 | |
| AMERICAN FRIENDS OF LEKET ISRAEL INC | |||||||
| 384 WARWICK AVENUE PO BOX 2090 | TEANECK | NJ | 07666 | PC | ANNUAL SUPPORT | $25,000 | |
| MINNEAPOLIS INSTITUTE OF FINE ARTS | |||||||
| 2400 THIRD AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | PC | ANNUAL SUPPORT | $25,000 | |
| SOLOMON R GUGGENHEIM FOUNDATION | |||||||
| 1071 5TH AVENUE | NEW YORK | NY | 10128 | PC | PROGRAM SUPPORT | $20,000 | |
| GOLDA OCH ACADEMY | |||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PC | ANNUAL SUPPORT | $20,000 | |
| PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08540 | PC | PROGRAM SUPPORT | $20,000 | |
| PALM BEACH ORTHODOX SYNAGOGUE | |||||||
| 120 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | PC | ANNUAL SUPPORT | $18,000 | |
| NEWARK ACADEMY | |||||||
| 91 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | PC | ANNUAL SUPPORT | $18,000 | |
| THE PUBLIC THEATER | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | PC | ANNUAL SUPPORT | $15,000 | |
| AMERICAN FRIENDS OF MDA PALM BEACH | |||||||
| 5700 LAKE WORTH ROAD SUITE 308C | LAKE WORTH | FL | 33463 | PC | PROGRAM SUPPORT | $10,000 | |
| ARTIS CONTEMPORARY ISRAELI ART FUND | |||||||
| 38 EAST 1ST STREET GROUND FLOOR | NEW YORK | NY | 10003 | PC | PROGRAM SUPPORT | $10,000 | |
| AMERICAN FRIENDS OF SHALVA ISRAEL | |||||||
| 315 5TH AVENUE FLOOR 6 | NEW YORK | NY | 10016 | PC | PROGRAM SUPPORT | $10,000 | |
| VIA ART FUND | |||||||
| 83 NEWBURY STREET SUITE 4 | BOSTON | MA | 02116 | PC | PROGRAM SUPPORT | $10,000 | |
| THE EVERYMAN THEATRE | |||||||
| 315 W FAYETTE STREET | BALTIMORE | MD | 21201 | PC | PROGRAM SUPPORT | $10,000 | |
| JEWISH BOARD OF FAMILY & CHILDRENS SERVICES | |||||||
| 135 WEST 50TH STREET | NEW YORK | NY | 10020 | PC | ANNUAL SUPPORT | $8,200 | |
| FRIENDSHIP CIRCLE - LIFETOWN | |||||||
| 10 MICROLAB ROAD | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $5,400 | |
| NEWARK ACADEMY | |||||||
| 91 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | PC | ANNUAL SUPPORT | $5,000 | |
| JEWISH FEDERATION OF GREATER METROWEST NJ | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | PC | PROGRAM SUPPORT | $5,000 | |
| MOVING TRADITIONS | |||||||
| 261 OLD YORK ROAD SUITE 734 | JENKINTOWN | PA | 19046 | PC | PROGRAM SUPPORT | $5,000 | |
| GOLDA OCH ACADEMY | |||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PC | ANNUAL SUPPORT | $5,000 | |
| JEWISH FAMILY SERVICE OF METROWEST | |||||||
| 256 COLUMBIA TURNPIKE SUITE 105 | FLORHAM PARK | NJ | 07932 | PC | PROGRAM SUPPORT | $5,000 | |
| FILM SOCIETY OF LINCOLN CENTER | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | PROGRAM SUPPORT | $5,000 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | PC | ANNUAL SUPPORT | $5,000 | |
| JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES | |||||||
| 6505 WILSHIRE BLVD SUITE 800 | LOS ANGELES | CA | 90048 | PC | PROGRAM SUPPORT | $5,000 | |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | |||||||
| 122 E 42ND STREET ROOM 4507 | NEW YORK | NY | 10168 | PC | ANNUAL SUPPORT | $5,000 | |
| ABINGDON THEATRE COMPANY | |||||||
| 101 EAST 15TH STREET 2ND FLOOR | NEW YORK | NY | 10003 | PC | PROGRAM SUPPORT | $5,000 | |
| PINGRY SCHOOL | |||||||
| 131 MARTINSVILLE ROAD | BASKING RIDGE | NJ | 07920 | PC | ANNUAL SUPPORT | $5,000 | |
| ST BARNABAS MEDICAL CENTER | |||||||
| 94 OLD SHORT HILLS ROAD | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $5,000 | |
| UNIVERSITY OF PENNSYLVANIA HILLEL STEINHARDT HALL | |||||||
| 215 SOUTH 39TH STREET | PHILADELPHIA | PA | 19104 | PC | PROGRAM SUPPORT | $5,000 | |
| CHABAD JEWISH STUDENT CENTER AT VANDERBILT | |||||||
| 111 23RD AVENUE N | NASHVILLE | TN | 37203 | PC | ANNUAL SUPPORT | $2,500 | |
| ABINGTON FRIENDS SCHOOL | |||||||
| 575 WASHINGTON LANE | JENKINTOWN | PA | 19046 | PC | ANNUAL SUPPORT | $2,500 | |
| ARYEH ADVENTURES | |||||||
| 65 SHREWSBURY DRIVE | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $2,500 | |
| ABINGTON FRIENDS SCHOOL | |||||||
| 575 WASHINGTON LANE | JENKINTOWN | PA | 19046 | PC | ANNUAL SUPPORT | $2,500 | |
| NYU LANGONE MEDICAL CENTER | |||||||
| 223 EAST 34TH STREET | NEW YORK | NY | 10016 | PC | PROGRAM SUPPORT | $1,800 | |
| JEWISH BOARD OF FAMILY & CHILDRENS SERVICES | |||||||
| 135 WEST 50TH STREET | NEW YORK | NY | 10020 | PC | ANNUAL SUPPORT | $1,800 | |
| CENTRAL FUND OF ISRAEL | |||||||
| 980 AVENUE OF THE AMERICAS 3RD FL | NEW YORK | NY | 10018 | PC | PROGRAM SUPPORT | $1,800 | |
| JEWISH VOCATIONAL SERVICE OF METRO WEST | |||||||
| 354 EISENHOWER PARKWAY PLAZA 1 | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $1,800 | SUITE 2150 |
| PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW SUITE M201 | PALM BEACH | FL | 33480 | PC | ANNUAL SUPPORT | $1,800 | |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 60 EAST 56TH STREET | NEW YORK | NY | 10022 | PC | PROGRAM SUPPORT | $1,800 | |
| GOLDA OCH ACADEMY | |||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PC | ANNUAL SUPPORT | $1,800 | |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVENUE ROOM 312 | BRONX | NY | 10461 | PC | ANNUAL SUPPORT | $1,800 | |
| UNIVERSITY OF MICHIGAN HILLEL MADELL L BERMAN CENTER | |||||||
| 1429 HILL STREET | ANN ARBOR | MI | 48104 | PC | PROGRAM SUPPORT | $1,800 | |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVENUE ROOM 312 | BRONX | NY | 10461 | PC | ANNUAL SUPPORT | $1,800 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET SUITE 623 | NEW YORK | NY | 10022 | PC | PROGRAM SUPPORT | $1,250 | |
| SMILE FARMS | |||||||
| ONE OLD COUNTRY ROAD SUITE 500 | CARLE PLACE | NY | 11514 | PC | PROGRAM SUPPORT | $1,000 | |
| LIVE LIKE BLAINE FOUNDATION | |||||||
| TWO BALA PLAZA SUITE 401 | BALA CYNWYD | PA | 19004 | PC | PROGRAM SUPPORT | $1,000 | |
| RONALD MCDONALD HOUSE OF NEW YORK | |||||||
| 405 E 73RD ST | NEW YORK | NY | 10021 | PC | PROGRAM SUPPORT | $1,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 2600 US HIGHWAY 1 | NORTH BRUNSWICK | NJ | 08902 | PC | PROGRAM SUPPORT | $1,000 | |
| KUSHNER HEBREW ACADEMY | |||||||
| 110 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $1,000 | |
| SPECIAL OLYMPICS NEW JERSEY | |||||||
| 3 PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | PC | PROGRAM SUPPORT | $1,000 | |
| NATIONAL INSTITUTE OF NEUROLOGICAL DISORDERS AND STROKE | |||||||
| NSC BUILDING MSC 9531 6001 | BETHESDA | MD | 20852 | PC | PROGRAM SUPPORT | $1,000 | EXECUTIVE BOULEVARD ROOM 3280 |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | PC | ANNUAL SUPPORT | $1,000 | |
| MRCC FOUNDATION | |||||||
| 713 PASSAIC AVENUE | WEST CALDWELL | NJ | 07006 | PC | ANNUAL SUPPORT | $1,000 | |
| NATIONAL OVARIAN CANCER COALITION | |||||||
| 2501 OAK LAWN AVENUE SUITE 435 | DALLAS | TX | 75219 | PC | PROGRAM SUPPORT | $1,000 | |
| CHAI LIFELINE - BIKE4CHAI | |||||||
| 106 CLIFTON AVENUE | LAKEWOOD | NJ | 08701 | PC | PROGRAM SUPPORT | $1,000 | |
| DAUGHTERS OF MIRIAM | |||||||
| 155 HAZEL STREET | CLIFTON | NJ | 07015 | PC | PROGRAM SUPPORT | $1,000 | |
| JCC METROWEST | |||||||
| 760 NORTHFIELD ROAD | WEST ORANGE | NJ | 07052 | PC | PROGRAM SUPPORT | $1,000 | |
| AMERICAN DIABETES ASSOCIATION | |||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | PC | ANNUAL SUPPORT | $1,000 | |
| AMERICAN FRIENDS OF MIGDAL OHR | |||||||
| 1560 BROADWAY SUITE 510 | NEW YORK | NY | 10036 | PC | ANNUAL SUPPORT | $1,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 1 UNION STREET SUITE 301 | ROBBINSVILLE | NJ | 13220 | PC | ANNUAL SUPPORT | $1,000 | |
| BIG BROTHER BIG SISTER FOUNDATION OF NJ | |||||||
| 1719 ROUTE 10 EAST SUITE 102 | PARSIPPANY | NJ | 07054 | PC | ANNUAL SUPPORT | $1,000 | |
| COALITION FOR THE HOMELESS | |||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | PC | ANNUAL SUPPORT | $1,000 | |
| LIGHTHOUSE GUILD | |||||||
| 250 WEST 64TH STREET | NEW YORK | NY | 10023 | PC | ANNUAL SUPPORT | $1,000 | |
| MARCH OF DIMES | |||||||
| PO BOX 8972 | TOPEKA | KS | 66608 | PC | ANNUAL SUPPORT | $1,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 1480 US HIGHWAY 9 NORTH SUITE 301 | WOODBRIDGE | NJ | 07095 | PC | ANNUAL SUPPORT | $1,000 | |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST EAST SUITE | FAIRFIELD | CT | 06825 | PC | ANNUAL SUPPORT | $1,000 | 400 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 ROXBURY DRIVE | LOS ANGELES | CA | 90035 | PC | PROGRAM SUPPORT | $1,000 | |
| NORTON MUSEUM OF ART | |||||||
| 1450 S DIXIE HIGHWAY | WEST PALM BCH | FL | 33401 | PC | PROGRAM SUPPORT | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | ANNUAL SUPPORT | $1,000 | |
| VISITING NURSE SERVICE OF NEW YORK | |||||||
| 107 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | ANNUAL SUPPORT | $1,000 | |
| VOLUNTEERS OF AMERICA | |||||||
| 135 WEST 50TH STREET 9TH FLOOR | NEW YORK | NY | 10020 | PC | ANNUAL SUPPORT | $1,000 | |
| WISTAR INSTITUTE | |||||||
| 3601 SPRUCE STREET | PHILADELPHIA | PA | 19104 | PC | ANNUAL SUPPORT | $1,000 | |
| VNA HEALTH GROUP OF NEW JERSEY | |||||||
| 23 MAIN STREET SUITE D1 | HOLMDEL | NJ | 07733 | PC | PROGRAM SUPPORT | $1,000 | |
| THE EMMANUEL CANCER FOUNDATION | |||||||
| 67 WALNUT AVENUE SUITE 107 | CLARK | NJ | 07066 | PC | PROGRAM SUPPORT | $1,000 | |
| ECLC FOUNDATION | |||||||
| 100 PASSAIC AVENUE SUITE I | CHATHAM | NJ | 07928 | PC | PROGRAM SUPPORT | $500 | |
| FAMILY CONNECTIONS | |||||||
| 395 S CENTER STREER | ORANGE | NJ | 07050 | PC | PROGRAM SUPPORT | $500 | |
| AMERICAN FRIENDS OF ALYN HOSPITAL | |||||||
| 122 E 42ND STREET ROOM 1519 | NEW YORK | NY | 10168 | PC | PROGRAM SUPPORT | $500 | |
| COVENANT HOUSE | |||||||
| 330 WASHINGTON STREET | NEWARK | NJ | 07102 | PC | PROGRAM SUPPORT | $500 | |
| DEVELOPMENT CORPORATION FOR ISRAEL | |||||||
| 641 LEXINGTON AVENUE SUITE 900 | NEW YORK | NY | 10022 | PC | PROGRAM SUPPORT | $400 | |
| DIKAIA FOUNDATION | |||||||
| PO BOX 35426 | SYRACUSE | NY | 13235 | PC | PROGRAM SUPPORT | $360 | |
| JEWISH FEDERATION OF GREATER METROWEST NJ | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | PC | PROGRAM SUPPORT | $360 | |
| JEWISH FEDERATION OF GREATER METROWEST NJ | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | PC | PROGRAM SUPPORT | $360 | |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | PC | PROGRAM SUPPORT | $360 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 1 UNION STREET SUITE 301 | ROBBINSVILLE | NJ | 13220 | PC | ANNUAL SUPPORT | $360 | |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| 70 SOUTH ORANGE AVENUE SUITE 120 | LIVINGSTON | NJ | 07039 | PC | ANNUAL SUPPORT | $360 | |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVENUE ROOM 312 | BRONX | NY | 10461 | PC | ANNUAL SUPPORT | $275 | |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | |||||||
| 30 S WELLS 4049 | CHICAGO | IL | 60606 | PC | PROGRAM SUPPORT | $180 | |
| JEWISH CENTER | |||||||
| 435 NASSAU STREET | PRINCETON | NJ | 08540 | PC | PROGRAM SUPPORT | $180 | |
| CONGREGATION ETZ CHAIM | |||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $180 | |
| MCCARTON FOUNDATION FOR DEVELOPMENTAL DISABILITIES | |||||||
| 1909 LONGFELLOW AVENUE | BRONX | NY | 10460 | PC | PROGRAM SUPPORT | $180 | |
| CONGREGATION ETZ CHAIM | |||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $180 | |
| NEIGHBORS LINK CORP | |||||||
| 27 COLUMBUS AVENUE | MOUNT KISCO | NY | 10549 | PC | PROGRAM SUPPORT | $180 | |
| CONGREGATION ETZ CHAIM | |||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $180 | |
| JCC OF MIDDLESEX COUNTY | |||||||
| 1775 OAK TREE ROAD | EDISON | NJ | 08820 | PC | PROGRAM SUPPORT | $180 | |
| CONGREGATION ETZ CHAIM | |||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $180 | |
| JEWISH FEDERATION OF GREATER METROWEST NJ | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | PC | PROGRAM SUPPORT | $100 | |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | |||||||
| 470 7TH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | PC | PROGRAM SUPPORT | $100 | |
| JEWISH FEDERATION OF GREATER METROWEST NJ | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | PC | PROGRAM SUPPORT | $36 | |
| JEWISH FEDERATION OF GREATER METROWEST NJ | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | PC | PROGRAM SUPPORT | $36 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $442,967 | 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 | $2,420 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $439,569 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$551,466 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$109,477 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$109,477 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MARK AND JANE WILF | |||||||
| 1 | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | $2,512,500 | Yes (X) | |
| MARK AND JANE WILF | |||||||
| 2 | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | $998,291 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $998,291 | FairMarketValueAmt |
| Received | 2019-12-13 | ReceivedDt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION IS NOT REQUIRED TO FILE A COPY OF FORM 990-PF WITH THE NEW JERSEY ATTORNEY GENERAL BECAUSE IT DOES NOT SOLICIT FUNDS FROM THE PUBLIC. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $2,609,995 | $5,505,938 |
| BNP PARIBAS CPN 6.5 | $300,000 | $305,490 |
| BNP PARIBAS SPX 100% | $750,000 | $743,025 |
| BNP PARIBAS SPX 80% | $750,000 | $750,000 |
| JPMORGAN CHASE & CO | $50,000 | $51,500 |
| JPMORGAN CHASE FLNL CO | $300,000 | $303,510 |
| AMERICAN INTL GROUP INC | $25,000 | $27,340 |
| DUKE ENERGY CORP 5.75 | $250,000 | $277,100 |
| BARCLAYS BANK PLC CPN 3.4 | $400,000 | $411,800 |
| BARCLAYS BANK PLC CPN 3.7 | $500,000 | $516,550 |
| BARCLAYS BANK PLC SR GLBL CPN 12.4 | $500,000 | $506,600 |
| CITIGROUP GLOBAL MKTS | $400,000 | $399,760 |
| BANK OF AMERICA PFD 5.375 | $200,000 | $212,800 |
| BANK OF AMERICA PFD 5 | $82,500 | $86,394 |
| ANNALY CAPITAL | $125,000 | $130,000 |
| NEW RESIDENTIAL | $175,000 | $185,010 |
| HSBC USA INC NEW CPN 10.3 | $500,000 | $512,200 |
| HSBC USA INC | $500,000 | $496,700 |
| UBS AG AUTOCLL GLBL 24 | $500,000 | $484,450 |
| UBS AG LONDON BRH | $250,000 | $244,175 |
| TESLA INC | $251,776 | $292,831 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,398,455 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $846,391 | 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 | ISRAEL BONDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,837 | BookValueAmt |
| EOYFMV | $1,837 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSES | Desc |
| Revenue And Expenses Per Books | $31 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $16,144 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments