JOSEPH AND ELIZABETH WILF FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND ELIZABETH WILF FOUNDATION INC (EIN 22-3411571)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-29
- IRS object ID
- 201801809349100410
- Schema version
- 2017v2.3
- 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
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-29T10:35:40-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223411571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH AND ELIZABETH WILF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | 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 | LEONARD WILF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9739248246 | PhoneNum |
| Signature | 2018-06-28 | 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 | 2018-06-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $6,001,575 | 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 | $6,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,240 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,240 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,846 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,846 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $322,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,458,807 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $721,384 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,366,254 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $765,470 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,333 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,952 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,952 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,035 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,702 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,281,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,281,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,296,410 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,702 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,281,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,069,844 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $762,768 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,263 | CashBOYAmt |
| Cash EOY | $15 | CashEOYAmt |
| Cash EOYFMV | $15 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $6,001,560 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,001,560 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $253,135 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $463,438 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,422,521 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $792,724 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,935,081 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,001,575 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,001,575 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,350 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $3,350 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,931,731 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,001,575 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,931,731 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,001,575 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,935,081 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,001,575 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,931,731 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,069,844 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,001,575 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,001,575 | 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 | $2,458,807 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,737,423 | CostOrOtherBasisAmt |
| Gain Or Loss | $721,384 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $721,384 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $721,384 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,513,536 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,467,904 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.338758 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $250,617 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,533,521 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055281 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $264,257 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,815,453 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054877 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $181,097 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,043,791 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035905 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $192,400 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,937,076 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038970 | DistributionYr5Rt |
| Total Distribution | 0.523791 | TotalDistributionRt |
| Average Distribution | 0.104758 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,198,054 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $125,506 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,628 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $133,134 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,281,375 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,628 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,628 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,628 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,372 | OverpaymentAmt |
| Applied To ES Tax | $1,372 | 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 | Yes (1) | 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 |
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 | 0.25 | $0 | $0 | $0 |
| LEONARD WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE & PRESIDENT | 0.25 | $0 | $0 | $0 |
| ZYGMUNT WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE & VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| MARK WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE & SECRETARY | 0.25 | $0 | $0 | $0 |
| ELANA WILF TANZMAN | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JASON WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JONATHAN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ORIN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE & 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 | $365,707 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $850,591 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,216,298 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,216,298 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,244 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,198,054 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,903 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,903 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,628 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,628 | TotalTaxAmt |
| Distributable Before Adj | $52,275 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,275 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,275 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,281,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,281,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,628 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,273,747 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,275 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,116,101 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,116,101 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,281,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,275 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,229,100 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,345,201 | 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 | $4,345,201 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,116,101 | ExcessFromYear1Amt |
| Excess From Current Year | $3,229,100 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH WILF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| GOTTESMAN RTW ACADEMY | |||||||
| 146 DOVER CHESTER RD | RANDOLPH | NJ | 078691902 | PC | MEMORIAL DONATION | $1,800 | |
| NEW YORK UNIVERSITY SCHOOL OF LAW | |||||||
| 22 WASHINGTON SQUARE NORTH 2ND | NEW YORK | NY | 10011 | PC | PLEDGE PAYMENT | $491,275 | FLOOR |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| 500 FIFTH AVENUE | NEW YORK | NY | 101104304 | PC | BENEFIT SUPPORT | $200,000 | |
| RABBINICAL COLLEGE OF AMERICA | |||||||
| PO BOX 1996 | MORRISTOWN | NJ | 079621996 | PC | PROGRAM SUPPORT | $25,000 | |
| MOUNT FREEDOM JEWISH CENTER | |||||||
| 1209 SUSSEX TURNPIKE PO BOX 202 | RANDOLPH | NJ | 07970 | PC | MEMORIAL DONATION | $1,000 | |
| UNITED ORTHODOX SYNAGOGUES OF HOUSTON | |||||||
| 9001 GREENWILLOW STREET | HOUSTON | TX | 77096 | PC | PROGRAM SUPPORT | $5,000 | |
| COMMUNITY SYNAGOGUE OF EAST BRUNSWICK | |||||||
| 261 DUNHAMS CORNER ROAD | EAST BRUNSWICK | NJ | 088163332 | PC | PROGRAM SUPPORT | $50,000 | |
| ISRAEL EMERGENCY ALLIANCE | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 900349069 | PC | PROGRAM SUPPORT | $25,000 | |
| RETHINK ISRAEL INITIATIVE | |||||||
| 1200 ROUTE 22 PO BOX 6833 | BRIDGEWATER | NJ | 08807 | PC | PLEDGE PAYMENT | $75,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 EAST 33RD STREET | NEW YORK | NY | 100165354 | PC | BENEFIT SUPPORT | $25,000 | |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | PC | MEMORIAL DONATION | $1,000 | |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 100215093 | PC | BENEFIT SUPPORT | $5,000 | |
| HOLOCAUST RESOURCE FOUNDATION | |||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | PC | PROGRAM SUPPORT | $10,000 | |
| APPEAL OF CONSCIENCE FOUNDATION | |||||||
| 119 WEST 57TH STREET | NEW YORK | NY | 10019 | PC | BENEFIT SUPPORT | $5,000 | |
| PARK EAST SYNAGOGUE | |||||||
| 164 EAST 68TH STREET | NEW YORK | NY | 10065 | PC | BENEFIT SUPPORT | $100,000 | |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | PC | PROGRAM SUPPORT | $10,000 | |
| NEW YORK UNIVERSITY SCHOOL OF LAW | |||||||
| 22 WASHINGTON SQUARE NORTH 2ND | NEW YORK | NY | 10011 | PC | PROGRAM SUPPORT | $10,000 | FLOOR |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | PC | MEMORIAL DONATION | $5,000 | |
| GEORGETOWN UNIVERSITY LAW CENTER | |||||||
| 3300 WHITEHAVEN STREET SUITE 300 | WASHINGTON | DC | 20007 | PC | PROGRAM SUPPORT | $5,000 | |
| JEWISH EDUCATIONAL CENTER | |||||||
| 330 ELMORA AVENUE | ELIZABETH | NJ | 07208 | PC | BENEFIT SUPPORT | $10,000 | |
| ALLEN-STEVENSON SCHOOL | |||||||
| 132 EAST 78TH STREET | NEW YORK | NY | 10021 | PC | PROGRAM SUPPORT | $3,000 | |
| PS 89 PTA | |||||||
| 201 WARREN STREET | NEW YORK | NY | 10282 | PC | BENEFIT SUPPORT | $1,000 | |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19104 | PC | PROGRAM SUPPORT | $10,000 | |
| THE FIRST TEE | |||||||
| 425 SOUTH LEGACY TRAIL | ST AUGUSTINE | FL | 32092 | PC | PLEDGE PAYMENT | $100,000 | |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | 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 | PLEDGE PAYMENT | $200,000 | |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| 500 FIFTH AVENUE | NEW YORK | NY | 101104304 | PC | PLEDGE PAYMENT | $600,000 | |
| HOLOCAUST MUSEUM HOUSTON | |||||||
| 5401 CAROLINE ST | HOUSTON | TX | 770046804 | PC | BENEFIT SUPPORT | $2,500 | |
| JEWISH LIFE FOUNDATION | |||||||
| 16501 VENTURA BLVD | ENCINO | CA | 914362007 | PC | PROGRAM SUPPORT | $5,000 | |
| NEW YORK UNIVERSITY SCHOOL OF LAW | |||||||
| 22 WASHINGTON SQUARE NORTH 2ND | NEW YORK | NY | 10011 | PC | PLEDGE PAYMENT | $25,000 | FLOOR |
| RABBINICAL COLLEGE OF AMERICA | |||||||
| PO BOX 1996 | MORRISTOWN | NJ | 079621996 | PC | PROGRAM SUPPORT | $25,000 | |
| ISRAEL GOES WORLD | |||||||
| 333 S REEVES DR APT 307 | BEVERLY HILLS | CA | 902124558 | PC | PROGRAM SUPPORT | $25,000 | |
| CONNECTICUT PUBLIC BROADCASTING | |||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | PROGRAM SUPPORT | $25,000 | |
| LUBAVITCH CHEDER DAY SCHOOL | |||||||
| 1758 FORD PKWY | SAINT PAUL | MN | 551162120 | PC | MEMORIAL DONATION | $10,000 | |
| MAIMONIDES INSTITUTE FOR MEDICINE ETHICS & THE HOLOCAUST | |||||||
| PO BOX 6053 | FREEHOLD | NJ | 077286053 | PC | PROGRAM SUPPORT | $1,800 | |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | BENEFIT SUPPORT | $800 | |
| FRESH AIR FUND | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | PC | PROGRAM SUPPORT | $10,000 | |
| JERUSALEM FOUNDATION | |||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | PC | PROGRAM SUPPORT | $25,000 | |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | BENEFIT SUPPORT | $50,000 | |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19104 | PC | PROGRAM SUPPORT | $1,000,000 | |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| 500 FIFTH AVENUE | NEW YORK | NY | 101104304 | PC | PROGRAM SUPPORT | $3,600 | |
| THE FIRST TEE OF METROPOLITAN NEW YORK | |||||||
| 3545 JEROME AVENUE | BRONX | NY | 10467 | PC | BENEFIT SUPPORT | $5,000 | |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 100236585 | PC | BENEFIT SUPPORT | $35,000 | |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | PC | PROGRAM SUPPORT | $10,000 | |
| JACKIE ROBINSON FOUNDATION | |||||||
| 75 VARICK STREET 2ND FLOOR | NEW YORK | NY | 10013 | PC | BENEFIT SUPPORT | $10,000 | |
| JEWISH TELEGRAPHIC AGENCY | |||||||
| 24 WEST 30TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | PC | BENEFIT SUPPORT | $10,000 | |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | PC | PROGRAM SUPPORT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,281,375 | 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 | $15,240 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,846 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $322,168 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $366,254 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $366,254 | 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 Person | ELIZABETH WILF | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $6,000,000 | 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 | $750 | Amt |
| Net Investment Income | $750 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT RELATED EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,952 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,952 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH WILF | 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $12,333 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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