THE MARK AND JANE WILF FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE MARK AND JANE WILF FAMILY FOUNDATION INC (EIN 75-3224210)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-20
- IRS object ID
- 201941719349100219
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-20T14:10:41-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-06-06 | 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 | 2019-06-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.108.113.60 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-06 | IPDt |
| IP Tm | 12:36:56 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D08F46F585100C5FB379004AAA3C66B8C0959572 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 31DBBF162A2701DB1250F210B09AD061CFD033B6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,119,988 | 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 | $2,500,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,661 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,661 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $503,594 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $503,594 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$533,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,690,975 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,474,300 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $507,255 | 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 | $9,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $711,556 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $711,556 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $721,056 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $711,556 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,753,244 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $507,255 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $259,468 | CashBOYAmt |
| Cash EOY | $6,587 | CashEOYAmt |
| Cash EOYFMV | $6,587 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,082,335 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,646,570 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,633,508 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,243,723 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,338,289 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,567,916 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,017,956 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,363,480 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,908,290 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,837 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,637 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,687 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,605,319 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,358,563 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,119,988 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $8,605,319 | UnrestrictedBOYAmt |
| Unrestricted EOY | $10,358,563 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,605,319 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,358,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,605,319 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,358,563 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,605,319 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,753,244 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,358,563 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,358,563 | 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 | $3,690,975 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,224,130 | CostOrOtherBasisAmt |
| Gain Or Loss | -$533,155 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$533,155 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$533,155 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $593,335 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,587,235 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.106195 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $569,647 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,703,285 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.153822 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $199,045 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,543,418 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056173 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $446,754 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,936,504 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.152138 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $402,852 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,675,487 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.150571 | DistributionYr5Rt |
| Total Distribution | 0.618899 | TotalDistributionRt |
| Average Distribution | 0.123780 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,370,300 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,036,076 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,073 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,041,149 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $711,556 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,145 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,145 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,145 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,001 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,144 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,145 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 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 | $6,196,421 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,301,345 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,497,766 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,497,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,466 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,370,300 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $418,515 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $418,515 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,145 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,145 | TotalTaxAmt |
| Distributable Before Adj | $408,370 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $408,370 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $408,370 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $711,556 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $711,556 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $711,556 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $408,370 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $165,573 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $301,745 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,787 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $388,981 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $319,797 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,199,883 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $711,556 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $408,370 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $303,186 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,503,069 | 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 | $165,573 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,337,496 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $301,745 | ExcessFromYear4Amt |
| Excess From Year3 | $23,787 | ExcessFromYear3Amt |
| Excess From Year2 | $388,981 | ExcessFromYear2Amt |
| Excess From Year1 | $319,797 | ExcessFromYear1Amt |
| Excess From Current Year | $303,186 | ExcessFromCurrentYearAmt |
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 | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VANDERBILT UNIVERSITY | |||||||
| 2201 WEST END AVENUE 221 KIRKLAND | HALL | NASHVILLE | TN | 37240 | PC | PLEDGE PAYMENT | $250,000 |
| ROOTS & WINGS FOUNDATION | |||||||
| 75 BLOOMFIELD AVENUE SUITE 303 | DENVILLE | NJ | 07834 | PC | PROGRAM SUPPORT | $35,000 | |
| AMERICAN FRIENDS OF LEKET ISRAEL INC | |||||||
| 384 WARWICK AVENUE PO BOX 2090 | TEANECK | NJ | 07666 | PC | ANNUAL SUPPORT | $25,000 | |
| SELFHELP COMMUNITY SERVICES | |||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | PC | PROGRAM SUPPORT | $25,000 | |
| PRINCETON UNIVERSITY | |||||||
| PO BOX 46 | PRINCETON | NJ | 08543 | PC | PLEDGE PAYMENT | $20,000 | |
| PRINCETON UNIVERSITY | |||||||
| PO BOX 46 | PRINCETON | NJ | 08543 | PC | PROGRAM SUPPORT | $20,000 | |
| GOLDA OCH ACADEMY | |||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PC | ANNUAL SUPPORT | $20,000 | |
| SOLOMON R GUGGENHEIM FOUNDATION | |||||||
| 1071 5TH AVENUE | NEW YORK | NY | 10128 | PC | PROGRAM SUPPORT | $20,000 | |
| NEWARK ACADEMY | |||||||
| 91 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | PC | ANNUAL SUPPORT | $18,000 | |
| PALM BEACH ORTHODOX SYNAGOGUE | |||||||
| 120 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | PC | ANNUAL SUPPORT | $18,000 | |
| MINNEAPOLIS INSTITUTE OF FINE ARTS | |||||||
| 2400 THIRD AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | PC | ANNUAL SUPPORT | $15,000 | |
| THE PUBLIC THEATER | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | PC | ANNUAL SUPPORT | $15,000 | |
| PAPER MILL PLAYHOUSE | |||||||
| 22 BROOKSIDE DRIVE | MILLBURN | NJ | 07041 | PC | PLEDGE PAYMENT | $15,000 | |
| MANHATTAN THEATRE CLUB INC | |||||||
| 311 WEST 43RD STREET | NEW YORK | NY | 10036 | PC | ANNUAL SUPPORT | $12,500 | |
| VANDERBILT HILLEL | |||||||
| 2421 VANDERBILT PLACE | NASHVILLE | TN | 37212 | PC | PROGRAM SUPPORT | $10,000 | |
| AMERICAN FRIENDS OF SHALVA ISRAEL INC | |||||||
| 315 5TH AVENUE 6TH FLOOR | NEW YORK | NY | 10016 | PC | BENEFIT SUPPORT | $10,000 | |
| BRIDGES OUTREACH | |||||||
| PO BOX 1444 | SUMMIT | NJ | 07902 | PC | PROGRAM SUPPORT | $10,000 | |
| AMERICAN FRIENDS OF THE JORDAN RIVER VILLAGE | |||||||
| 244 MADISON AVENUE | NEW YORK | NY | 10003 | PC | ANNUAL SUPPORT | $10,000 | |
| AMERICAN FRIENDS OF MDA | |||||||
| 352 SEVENTH AVENUE SUITE 400 | NEW YORK | NY | 10001 | PC | BENEFIT SUPPORT | $10,000 | |
| MINNEAPOLIS INSTITUTE OF FINE ARTS | |||||||
| 2400 THIRD AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | PC | BENEFIT SUPPORT | $10,000 | |
| JEWISH COMMUNITY FOUNDATION OF GREATER METROWEST NJ | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | PC | PROGRAM SUPPORT | $10,000 | |
| VIA ART FUND INC | |||||||
| 83 NEWBURY STREET SUITE 4 | BOSTON | MA | 02116 | PC | ANNUAL SUPPORT | $10,000 | |
| FRIENDSHIP CIRCLE - LIFETOWN | |||||||
| 10 MICROLAB ROAD | LIVINGSTON | NJ | 07039 | PC | BENEFIT SUPPORT | $5,400 | |
| NEWARK ACADEMY | |||||||
| 91 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | PC | BENEFIT SUPPORT | $5,000 | |
| PINGRY SCHOOL | |||||||
| 131 MARTINSVILLE ROAD | BASKING RIDGE | NJ | 07920 | PC | ANNUAL SUPPORT | $5,000 | |
| JEWISH FAMILY SERVICE OF METROWEST | |||||||
| 256 COLUMBIA TURNPIKE SUITE 105 | FLORHAM PARK | NJ | 07932 | PC | BENEFIT SUPPORT | $5,000 | |
| GOLDA OCH ACADEMY | |||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PC | BENEFIT SUPPORT | $5,000 | |
| ST BARNABAS MEDICAL CENTER | |||||||
| 94 OLD SHORT HILLS ROAD | LIVINGSTON | NJ | 07039 | PC | BENEFIT SUPPORT | $5,000 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | PC | ANNUAL SUPPORT | $5,000 | |
| MONTCLAIR ART MUSEUM | |||||||
| 23 S MOUNTAIN AVE | MONTCLAIR | NJ | 07042 | PC | PROGRAM SUPPORT | $5,000 | |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | |||||||
| 122 EAST 42ND STREET ROOM 4507 | NEW YORK | NY | 10168 | PC | ANNUAL SUPPORT | $5,000 | |
| UNIVERSITY OF PENNSYLVANIA HILLEL | |||||||
| STEINHARDT HALL 215 SOUTH 39TH | STREET | PHILADELPHIA | PA | 19104 | PC | ANNUAL SUPPORT | $4,000 |
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | PC | BENEFIT SUPPORT | $3,600 | |
| VISUAL ARTS CENTER OF NJ | |||||||
| 68 ELM STREET | SUMMIT | NJ | 07901 | PC | PROGRAM SUPPORT | $2,926 | |
| CHABAD JEWISH STUDENT CENTER AT VANDERBILT | |||||||
| 111 23RD AVENUE N | NASHVILLE | TN | 37203 | PC | ANNUAL SUPPORT | $2,500 | |
| GOLDA OCH ACADEMY | |||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PC | MEMORIAL DONATION | $2,500 | |
| ABINGTON FRIENDS SCHOOL | |||||||
| 575 WASHINGTON LANE | JENKINTOWN | PA | 19046 | PC | ANNUAL SUPPORT | $2,500 | |
| COMMUNITY FOOD BANK OF NEW JERSEY | |||||||
| 31 EVANS TERMINAL ROAD | HILLDISE | NJ | 07205 | PC | PROGRAM SUPPORT | $1,800 | |
| UNIVERSITY OF MICHIGAN HILLEL | |||||||
| MADELL L BERMAN CENTER 1429 HILL | STREET | ANN ARBOR | MI | 48104 | PC | ANNUAL SUPPORT | $1,800 |
| BREAST CANCER RESEARCH FOUNDATION INC | |||||||
| 60 EAST 56TH STREET | NEW YORK | NY | 10022 | PC | BENEFIT SUPPORT | $1,800 | |
| NEW JERSEY SEEDS | |||||||
| 494 BROAD STREET SUITE 105 | NEWARK | NJ | 07102 | PC | PROGRAM SUPPORT | $1,800 | |
| PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW SUITE M201 | PALM BEACH | FL | 33480 | PC | ANNUAL SUPPORT | $1,800 | |
| ACAP ISTRIVE | |||||||
| 301 SOUTH LIVINGSTON AVENUE | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $1,800 | |
| SING FOR HOPE INC | |||||||
| 575 EIGHTH AVENUE SUITE 1812 | NEW YORK | NY | 10018 | PC | BENEFIT SUPPORT | $1,800 | |
| NEW JERSEY GOLF FOUNDATION INCORPORATED | |||||||
| 811 RATTLESNAKE ROAD PO BOX 7018 | BEDMINSTER | NJ | 07921 | PC | PROGRAM SUPPORT | $1,500 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET SUITE 623 | NEW YORK | NY | 10022 | PC | BENEFIT SUPPORT | $1,250 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 1480 US HIGHWAY 9 NORTH SUITE 301 | WOODBRIDGE | NJ | 07095 | PC | ANNUAL SUPPORT | $1,000 | |
| SPECIAL OLYMPICS NEW JERSEY | |||||||
| 3 PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | PC | PROGRAM SUPPORT | $1,000 | |
| WISTAR INSTITUTE | |||||||
| 3601 SPRUCE STREET | PHILADELPHIA | PA | 19104 | PC | ANNUAL SUPPORT | $1,000 | |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | PC | ANNUAL SUPPORT | $1,000 | |
| LIGHTHOUSE GUILD | |||||||
| 15 WEST 65TH STREET | NEW YORK | NY | 10023 | PC | ANNUAL SUPPORT | $1,000 | |
| CONGREGATION ETZ CHAIM | |||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $1,000 | |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | PC | BENEFIT SUPPORT | $1,000 | |
| JCC METROWEST | |||||||
| 760 NORTHFIELD ROAD | WEST ORANGE | NJ | 07052 | PC | BENEFIT SUPPORT | $1,000 | |
| DAUGHTERS OF MIRIAM | |||||||
| 155 HAZEL STREET | CLIFTON | NJ | 07015 | PC | PROGRAM SUPPORT | $1,000 | |
| AMERICAN FRIENDS OF MIGDAL OHR | |||||||
| 1560 BROADWAY SUITE 510 | NEW YORK | NY | 10036 | PC | ANNUAL SUPPORT | $1,000 | |
| VISITING NURSE SERVICE OF NEW YORK | |||||||
| 107 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | ANNUAL SUPPORT | $1,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 1 UNION STREET SUITE 301 | ROBBINSVILLE | NJ | 13220 | PC | ANNUAL SUPPORT | $1,000 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | |||||||
| 498 SEVENTH AVENUE 20TH FLOOR | NEW YORK | NY | 10018 | PC | PROGRAM SUPPORT | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | ANNUAL SUPPORT | $1,000 | |
| VOLUNTEERS OF AMERICA | |||||||
| 135 WEST 50TH STREET 9TH FLOOR | NEW YORK | NY | 10020 | PC | ANNUAL SUPPORT | $1,000 | |
| AMERICAN DIABETES ASSOCIATION | |||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | PC | ANNUAL SUPPORT | $1,000 | |
| BIG BROTHER BIG SISTER FOUNDATION OF NJ | |||||||
| 333 ROUTE 46 WEST | MOUNTAIN LAKES | NJ | 07046 | PC | ANNUAL SUPPORT | $1,000 | |
| COALITION FOR THE HOMELESS | |||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | PC | ANNUAL SUPPORT | $1,000 | |
| UNIVERSITY OF PENNSYLVANIA HILLEL | |||||||
| STEINHARDT HALL 215 SOUTH 39TH | STREET | PHILADELPHIA | PA | 19104 | PC | ANNUAL SUPPORT | $1,000 |
| BARNES FOUNDATION | |||||||
| 2025 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | PC | BENEFIT SUPPORT | $1,000 | |
| RONALD MCDONALD HOUSE OF NEW YORK | |||||||
| 405 EAST 73RD ST | NEW YORK | NY | 10021 | PC | PROGRAM SUPPORT | $1,000 | |
| JEWISH COUNCIL FOR PUBLIC AFFAIRS | |||||||
| 116 EAST 27TH SREET 10TH FLOOR | NEW YORK | NY | 10016 | PC | BENEFIT SUPPORT | $1,000 | |
| CONGREGATION B'NAI ISRAEL | |||||||
| 160 MILLBURN AVEUE | MILLBURN | NJ | 07041 | PC | BENEFIT SUPPORT | $1,000 | |
| MARCH OF DIMES DONOR SERVICE CENTER | |||||||
| PO BOX 8972 | TOPEKA | KS | 66608 | PC | ANNUAL SUPPORT | $1,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | PC | PROGRAM SUPPORT | $1,000 | |
| FAMILY CONNECTIONS | |||||||
| 395 S CENTER STREET | ORANGE | NJ | 07050 | PC | BENEFIT SUPPORT | $1,000 | |
| JEWISH VOCATIONAL SERVICE OF METRO WEST | |||||||
| 354 EISENHOWER PARKWAY PLAZA ONE | SUITE 2150 | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $1,000 |
| NATIONAL OVARIAN CANCER COALITION | |||||||
| 2501 OAK LAWN AVENUE SUITE 435 | DALLAS | TX | 75219 | PC | PROGRAM SUPPORT | $1,000 | |
| SMILE FARMS | |||||||
| ONE OLD COUNTRY ROAD SUITE 500 | CARLE PLACE | NY | 11514 | PC | BENEFIT SUPPORT | $1,000 | |
| PALM BEACH COUNTRY CLUB FOUNDATION INC | |||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | PC | ANNUAL SUPPORT | $1,000 | |
| VNA HEALTH GROUP OF NEW JERSEY | |||||||
| 23 MAIN STREET SUITE D1 | HOLMDEL | NJ | 07733 | PC | PROGRAM SUPPORT | $1,000 | |
| JEWCER | |||||||
| 4647 KINGSWELL AVENUE SUITE 148 | LOS ANGELES | CA | 90027 | PC | PROGRAM SUPPORT | $1,000 | |
| COMMUNITY HOPE INC | |||||||
| 959 ROUTE 46 E SUITE 402 | PARSIPPANY | NJ | 07054 | PC | PROGRAM SUPPORT | $1,000 | |
| LIVE LIKE BLAINE FOUNDATION | |||||||
| TWO BALA PLAZA SUITE 401 | BALA CYNWYD | PA | 19004 | PC | BENEFIT SUPPORT | $1,000 | |
| MRCC FOUNDATION INC | |||||||
| 713 PASSAIC AVENUE | WEST CALDWELL | NJ | 07006 | PC | ANNUAL SUPPORT | $1,000 | |
| CHAI LIFELINE | |||||||
| 106 CLIFTON AVENUE | LAKEWOOD | NJ | 08701 | PC | PROGRAM SUPPORT | $1,000 | |
| NATIONAL PANCREAS FOUNDATION | |||||||
| 3 BETHESDA METRO CENTER SUITE 700 | BETHESDA | MD | 20814 | PC | BENEFIT SUPPORT | $1,000 | |
| THE EMMANUEL CANCER FOUNDATION INC | |||||||
| 67 WALNUT AVENUE SUITE 107 | CLARK | NJ | 07066 | PC | PROGRAM SUPPORT | $1,000 | |
| JEWISH VOCATIONAL SERVICE OF METRO WEST | |||||||
| 354 EISENHOWER PARKWAY PLAZA ONE | SUITE 2150 | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $800 |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PC | BENEFIT SUPPORT | $720 | |
| COVENANT HOUSE | |||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | PC | PROGRAM SUPPORT | $500 | |
| AMERICAN FRIENDS OF ALYN HOSPITAL INC | |||||||
| 122 EAST 42ND STREET ROOM 1519 | NEW YORK | NY | 10168 | PC | PROGRAM SUPPORT | $500 | |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19104 | PC | PROGRAM SUPPORT | $500 | |
| PARTNERS IN TORAH | |||||||
| 251 SECOND STREET | LAKEWOOD | NJ | 08701 | PC | PROGRAM SUPPORT | $500 | |
| JEWISH FAMILY SERVICE OF METROWEST | |||||||
| 256 COLUMBIA TURNPIKE SUITE 105 | FLORHAM PARK | NJ | 07932 | PC | BENEFIT SUPPORT | $500 | |
| HAMPTON SYNAGOGUE | |||||||
| 154 SUNSET AVENUE | WESTHAMPTON BEACH | NY | 11978 | PC | ANNUAL SUPPORT | $500 | |
| AMERICAN FRIENDS OF THE JERUSALEM GREAT SYNAGOGUE INC | |||||||
| 3145 CONEY ISLAND AVENUE | BROOKLYN | NY | 11235 | PC | PROGRAM SUPPORT | $500 | |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| 70 SOUTH ORANGE AVENUE SOUTH 120 | LIVINGSTON | NJ | 10010 | PC | ANNUAL SUPPORT | $360 | |
| CONGREGATION ETZ CHAIM | |||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | PC | PROGRAM SUPPORT | $180 | |
| AMERICAN CANCER SOCIETY | |||||||
| 2600 US HIGHWAY 1 | NORTH BURNSWICK | NJ | 08902 | PC | MEMORIAL DONATION | $180 | |
| CONGREGATION BNAI JESHURUN | |||||||
| 1025 SOUTH ORANGE AVENUE | SHORT HILLS | NJ | 07078 | PC | MEMORIAL DONATION | $180 | |
| PENN STATE DANCE MARATHON | |||||||
| 227D HETZEL UNION BUILDING | UNIVERSITY PARK | PA | 16802 | PC | ANNUAL SUPPORT | $180 | |
| TEMPLE EMMANU-EL | |||||||
| 1 EAST 65TH STREET | NEW YORK | NY | 10065 | PC | MEMORIAL DONATION | $180 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $711,556 | 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 | $3,661 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $503,594 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$533,155 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$25,900 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$25,900 | 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 | $1,654,700 | Yes (X) | |
| MARK AND JANE WILF | |||||||
| 2 | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | $845,500 | 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 | $845,500 | FairMarketValueAmt |
| Received | 2018-12-13 | 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 (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 16,000 SHS APPLE INC | $1,863,480 | $2,523,840 |
| 500,000 BNP PARIBAS | $500,000 | $401,200 |
| 10,000 AT & T INC | $250,000 | $231,900 |
| 15,000 JPMORGAN CHASE & CO | $375,000 | $375,450 |
| 10,000 ALGONQUIN PWR & CO | $250,000 | $249,700 |
| 5,000 HARTFORD FINL SVCS GROUP | $125,000 | $126,200 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,338,289 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,567,916 | 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 | $3,637 | BookValueAmt |
| EOYFMV | $3,687 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $9,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments