ZS & M WILF FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ZS & M WILF FOUNDATION INC (EIN 22-3553441)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-12
- IRS object ID
- 201701639349100020
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-12T13:43:56-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223553441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZS & M WILF FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | (FORMERLY Z&M FOUNDATION INC) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZS&M | BusinessNameControlTxt |
| Phone | 9739248246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 MORRIS TURNPIKE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK WILF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9739248246 | PhoneNum |
| Signature | 2017-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARNOLD CIVINS | PreparerPersonNm |
| PTIN | P00165663 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2017-06-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.86.171.102 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-07 | IPDt |
| IP Tm | 16:42:20 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8B406C82130F4D47A23D043FA7329149B74E6509 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C787E3E05849A91D247DA736DF487C0EAD7876CA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $141,955,223 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,068 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,068 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,615,948 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,615,948 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,956,817 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,943,363 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,610,143 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,661,199 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,228,159 | 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 | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $116,942 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,756 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $26 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $867 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $867 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $124,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,123 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,772,758 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,772,758 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,897,067 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,123 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,772,784 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,235,868 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,216,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,913,124 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $1,634,339 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,634,339 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $46,040 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $10,591,844 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,680,988 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,094,610 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $68,222,371 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,363,226 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $82,247,962 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $36,249,428 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $46,182,823 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $45,621,756 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,384,873 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,356,556 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,356,556 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $120,407,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,217,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $141,955,223 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $46,120 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,120 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $120,407,680 | UnrestrictedBOYAmt |
| Unrestricted EOY | $113,171,812 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $120,407,680 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $113,171,812 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $120,407,680 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $113,217,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $120,407,680 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,235,868 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $113,171,812 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $113,171,812 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $33,943,363 | GrossSalesPriceAmt |
| Cost Or Other Basis | $27,333,220 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,610,143 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,610,143 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,610,143 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,987,668 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $139,150,105 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050217 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,227,002 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $129,558,500 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040345 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,657,795 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $116,020,843 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048765 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,219,847 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $107,931,070 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039098 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,933,653 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $100,287,014 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049195 | DistributionYr5Rt |
| Total Distribution | 0.227620 | TotalDistributionRt |
| Average Distribution | 0.045524 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $136,427,535 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,210,727 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $112,160 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,322,887 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,772,784 | 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 | $112,160 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $112,160 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $112,160 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $66,040 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $95,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $161,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,243 | EsPenaltyAmt |
| Overpayment | $47,637 | OverpaymentAmt |
| Applied To ES Tax | $47,637 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ZYGMUNT WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| MARK WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| ELIZABETH WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| LEONARD WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| JASON WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| JONATHAN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.10 | $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 | $137,119,101 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,386,011 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $138,505,112 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $138,505,112 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,077,577 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $136,427,535 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,821,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,821,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $112,160 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $112,160 | TotalTaxAmt |
| Distributable Before Adj | $6,709,217 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,709,217 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,709,217 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,772,784 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,772,784 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $112,160 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,660,624 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,709,217 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,245,993 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,772,784 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,245,993 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,526,791 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,182,426 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ZYGMUNT WILF | ContributingManagerNm |
| Contributing Manager | MARK WILF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMREICAN-ISRAEL CULTURAL FOUNDATION INC | ||||||||
| 1140 BROADWAY | NEW YORK | NY | 100017504 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $70,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10158 | NONE | PC | GENERAL SUPPORT | $36,000 | |
| ASPNI | ||||||||
| 28 ARRANDALE AVENUE | GREAT NECK | NY | 110241804 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| BANG ON A CAN INC | ||||||||
| 80 HANSON PLACE SUITE 301 | BROOKLYN | NY | 112172998 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| BELFORD UNITED METHODIST CHURCH | ||||||||
| 180 CHURCH STREET | BELFORD | NJ | 07718 | NONE | PC | GENERAL SUPPORT | $500 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 33 EAST 33RD STREET | NEW YORK | NY | 100165354 | NONE | PC | GENERAL SUPPORT | $18,000 | |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA | ||||||||
| 12 WEST 31ST STREET SUITE 300 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| BRIS AVROHOM CENTER | ||||||||
| 910 SALEM AVENUE | HILLSIDE | NJ | 07205 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CENTRAL EUROPE CENTER FOR RESEARCH & DOCUMENTATION INC | ||||||||
| 1141 LOXFORD TERRACE | SILVER SPRING | MD | 20901 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| CHAMAH | ||||||||
| 27 WILLIAM STREET SUITE 613 | NEW YORK | NY | 10005 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| CHARITY WATER | ||||||||
| 40 WORTH STREET SUITE 330 | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $60,000 | |
| CLAL | ||||||||
| 440 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CONFERENCE OF PRESIDENTS | ||||||||
| 633 THIRD AVENUE 21ST FLOOR | NEW YORK | NY | 100178157 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CONGREGATION AABJ&D | ||||||||
| 700 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | NONE | PC | GENERAL SUPPORT | $500 | |
| CONGREGATION AHAVAS YISRAEL | ||||||||
| 1587 ROUTE 27 | EDISON | NJ | 08817 | NONE | PC | GENERAL SUPPORT | $180 | |
| CONGREGATION ANSHE CHESED | ||||||||
| 100 ORCHARD TERRACE | LINDEN | NJ | 07036 | NONE | PC | GENERAL SUPPORT | $360 | |
| CONGREGATION BEIS YISROEL | ||||||||
| 2835 SALEM AVENUE | ST LOUIS PARK | MN | 55416 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| CONGREGATION BROTHERS OF ISRAEL OF THE JERSEY SHORE INC | ||||||||
| 250 PARK AVENUE | LONG BRANCH | NJ | 077404585 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CONGREGATION ETZ CHAIM | ||||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | NONE | PC | GENERAL SUPPORT | $31,500 | |
| CONGREGATION RINAT YISRAEL | ||||||||
| 389 WEST ENGLEWOOD AVENUE | TEANECK | NJ | 07666 | NONE | PC | GENERAL SUPPORT | $400 | |
| CONGREGATION SHERITH ISRAEL | ||||||||
| 3600 WEST END AVENUE | NASHVILLE | TN | 37205 | NONE | PC | GENERAL SUPPORT | $500 | |
| CURE BREAST CANCER FOUNDATION | ||||||||
| 1122 CLIFTON AVENUE | CLIFTON | NJ | 07013 | NONE | PC | GENERAL SUPPORT | $10,500 | |
| DARCHEI NOAM CONGREGATION | ||||||||
| 2950 JOPPA AVENUE S | ST LOUIS PARK | MN | 55416 | NONE | PC | GENERAL SUPPORT | $500 | |
| DYSAUTONOMIA FOUNDATION | ||||||||
| 315 WEST 39TH STREET ROOM 701 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $3,600 | |
| HILLEL | ||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| HILLEL AT UNIVERSITY OF MARYLAND | ||||||||
| 7612 MOWATT LANE | COLLEGE PARK | MD | 207403120 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HOLOCAUST RESOURCE FOUNDATION | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| JCC METROWEST | ||||||||
| 760 NORTHFIELD ROAD | WEST ORANGE | NJ | 07052 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| JCC OF CENTRAL NJ | ||||||||
| 1391 MARTINE AVENUE | SCOTCH PLAINS | NJ | 07076 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| JERUSALEM FOUNDATION | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| JAFI | ||||||||
| 633 THIRD AVENUE NO 2100 | NEW YORK | NY | 100176706 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| JEWISH COMMUNITY HOUSING CORPORATION | ||||||||
| 750 NORTHFIELD AVENUE | WEST ORANGE | NJ | 070521111 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| JEWISH EDUCATIONAL CENTER | ||||||||
| 330 ELMORA AVENUE | ELIZABETH | NJ | 07208 | NONE | PC | GENERAL SUPPORT | $130,000 | |
| JEWISH FAMILY SERVICE OF METROWEST NJ | ||||||||
| 256 COULMBIA TURNPIKE SUITE 105 | FLORHAM PARK | NJ | 07932 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY | ||||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | NONE | PC | GENERAL SUPPORT | $63,450 | |
| JEWISH FEDERATION HEART OF NJ | ||||||||
| 230 OLD BRIDGE TURNPIKE | SOUTH RIVER | NJ | 08882 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| JEWISH FEDERATION OF GREATER METROWEST NJ | ||||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | NONE | PC | GENERAL SUPPORT | $1,250,000 | |
| JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 100041010 | NONE | PC | GENERAL SUPPORT | $51,000 | |
| JEWISH HISTORICAL SOCIETY OF METROWEST | ||||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 079811105 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| JEWISH MUSEUM | ||||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $396,000 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 100215093 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| JEWISH TELEGRAPHIC AGENCY | ||||||||
| 24 WEST 30TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| JEWISH THEOLOGICAL SEMINARY | ||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| JUDAIC RESEARCH INSTITUTE | ||||||||
| 747 LIVINGSTON ROAD | ELIZABETH | NJ | 07208 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| KATAHDIN FOUNDATION (DBA KATAHDIN PRODUCTIONS) | ||||||||
| PO BOX 2218 | BERKELEY | CA | 94702 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| LIMMUD FSU INTERNATIONAL FOUNDATION | ||||||||
| 80 CENTRAL PARK WEST | NEW YORK | NY | 100235204 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| LISA B FISHMAN FOUNDATION | ||||||||
| 11 WEDGEWOOD DRIVE | MONTVILLE | NJ | 07045 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| UPPER MIDWEST MERKOS JEWISH EDUCATION ASSN | ||||||||
| 400 MARINE AVENUE W | WEST SAINT PAUL | MN | 551183815 | NONE | PC | GENERAL SUPPORT | $500 | |
| MACCABI SPORTS FOR ISRAEL | ||||||||
| 1511 WALNUT STREET SUITE 401 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| MAIN STREET COUNSELING SERVICE | ||||||||
| 8 MARCELLA AVENUE | WEST ORANGE | NJ | 07052 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| MANHATTAN JEWISH EXPERIENCE SYNAGOGUE | ||||||||
| 131 WEST 86TH STREET | NEW YORK | NY | 100243412 | NONE | PC | GENERAL SUPPORT | $1,800 | |
| MIDDLE EAST MEDIA & RESEARCH INSTITUTE | ||||||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MINNEAPOLIS JEWISH DAY SCHOOL | ||||||||
| 4330 CEDAR LAKE ROAD | MINNEAPOLIS | MN | 55416 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MINNEAPOLIS JEWISH FEDERATION | ||||||||
| 13100 WAYZATA BLVD SUITE 200 | MINNETONKA | MN | 553051810 | NONE | PC | GENERAL SUPPORT | $12,500 | |
| MINNESOTA VIKINGS CHILDREN'S FUND | ||||||||
| 9520 VIKING DRIVE | EDEN PRARIE | MN | 55344 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| NATIONAL COALITION SUPPORTING EURASIAN JEWRY | ||||||||
| 2020 K STREET NW SUITE 7800 | WASHINGTON | DC | 200061806 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | ||||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 25 WEST FOURTH STREET SUITE 201A | NEW YORK | NY | 10012 | NONE | PC | GENERAL SUPPORT | $1,000,000 | |
| NEW YORK UNIVERSITY SCHOOL OF LAW | ||||||||
| 22 WASHINGTON SQUARE NORTH 2ND | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $525,000 | FLOOR |
| NEW YORK WEILL CORNELL HOSPITAL | ||||||||
| 850 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $500,000 | |
| NEWARK ACADEMY | ||||||||
| 91 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | PC | GENERAL SUPPORT | $500,000 | |
| ORPHAN DISEASE PATHWAY PROJECT | ||||||||
| 1 STATE STREET 20TH FLOOR | HARTFORD | CT | 061033110 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| P G CHAMBERS SCHOOL INC | ||||||||
| 15 HALKO DRIVE | CEDAR KNOLLS | NJ | 079271306 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| PAPER MILL PLAYHOUSE | ||||||||
| 22 BROOKSIDE DRIVE | MILLBURN | NJ | 07041 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| PARK EAST SYNAGOGUE | ||||||||
| 163 EAST 67TH STREET | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| PARTNERSHIP FOR JEWISH LEARNING & LIFE | ||||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 079811105 | NONE | PC | GENERAL SUPPORT | $5,400 | |
| PRINCETON UNIVERSITY | ||||||||
| 330 ALEXANDER STREET 4TH FLOOR | PRINCETON | NJ | 08540 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| RETHINK ISRAEL INITIATIVE | ||||||||
| 1200 ROUTE 22 PO BOX 6833 | BRIDGEWATER | NJ | 08807 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| THE ROSE HOUSE | ||||||||
| PO BOX 544 | CEDAR KNOLLS | NJ | 07927 | NONE | PC | GENERAL SUPPORT | $500 | |
| RUTGERS HILLEL | ||||||||
| 9 BARTLETT STREET PO BOX 11362 | NEW BRUNSWICK | NJ | 08906 | NONE | PC | GENERAL SUPPORT | $536,000 | |
| SABES JCC | ||||||||
| 4330 SOUTH CEDAR LAKE ROAD | MINNEAPOLIS | MN | 55416 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| SURVIVOR MITZVAH PROJECT | ||||||||
| 2658 GRIFFITH PARK BLVD SUITE 299 | LOS ANGELES | CA | 900392520 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| TEACH FOR AMERICA | ||||||||
| 315 WEST 36TH STREET | NEW YORK | NY | 100186624 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| TIKVA CORP | ||||||||
| 9 CORN ROAD | DAYTON | NJ | 088101527 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| TORAH ACADEMY OF MINNEAPOLIS | ||||||||
| 2800 JOPPA AVENUE SOUTH | ST LOUIS PARK | MN | 55416 | NONE | PC | GENERAL SUPPORT | $1,800 | |
| UNION COUNTY TORAH CENTER INC | ||||||||
| PO BOX 2245 | WESTFIELD | NJ | 070912245 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| UNITED JEWISH FUND AND COUNCIL | ||||||||
| 790 SOUTH CLEVELAND AVENUE | ST PAUL | MN | 55116 | NONE | PC | GENERAL SUPPORT | $12,500 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 55455 | NONE | PC | GENERAL SUPPORT | $1,000,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL SUPPORT | $500,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 221 KIRKLAND HALL | NASHVILLE | TN | 37240 | NONE | PC | GENERAL SUPPORT | $750,000 | |
| VISUAL ARTS CENTER OF NJ | ||||||||
| 68 ELM STREET | SUMMIT | NJ | 07901 | NONE | PC | GENERAL SUPPORT | $55,000 | |
| YESHIVA SHAAREI TZION | ||||||||
| 51 PARK AVENUE | PISCATAWAY | NJ | 088544842 | NONE | PC | GENERAL SUPPORT | $500 | |
| YESHIVA UNIVERSITY | ||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PC | GENERAL SUPPORT | $2,328,468 | |
| YM-YWHA OF UNION COUNTY | ||||||||
| 501 GREEN LANE | UNION | NJ | 07083 | NONE | PC | GENERAL SUPPORT | $16,800 | |
| ISRAEL EMERGENCY ALLIANCE | ||||||||
| PO BOX 341069 | LOS ANGELES | CA | 900349069 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,772,758 | 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 | $2,068 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,615,948 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,956,817 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,661,199 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,661,199 | 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 | ZYGMUNT 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 | $1,000,000 | 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 | $6,500 | Amt |
| Net Investment Income | $6,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION IS NOT REQUIRED TO FILE A COPY OF FORM 990-PF WITH THE NEW JERSEY ATTORNEY GENERAL BECAUSE IT DOES NOT SOLICIT FUNDS FROM THE PUBLIC. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (156 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE 2.4 23 | $91,156 | $97,372 |
| APPLE 3.85 43 | $84,410 | $95,624 |
| BOEING 6.875 | $134,805 | $141,280 |
| GOLDMAN SACHS 5.375 20 | $104,155 | $108,499 |
| GOLDMAN SACHS 5.7 49 | $102,705 | $102,480 |
| LOCKHEED MARTIN | $104,254 | $106,504 |
| NORFOLK SOUTHERN 7.05 37 | $127,375 | $135,529 |
| VERIZON COMMUNICATIONS 6.4 33 | $111,180 | $120,651 |
| MORGAN STANLEY 15 JJ 5.55 20 | $1,042,005 | $1,011,250 |
| AID-ISRAEL 0 23 | $55,608 | $124,259 |
| 21ST CENTURY FOX AMERICA 3.7 25 | $273,880 | $253,038 |
| ADOBE SYSTEMS 4.75 20 | $257,932 | $268,610 |
| AETNA 3.5 24 | $259,612 | $253,638 |
| AETNA 3.95 20 | $243,150 | $262,973 |
| AGILENT TECHNOLOGIES 5 20 | $268,847 | $269,773 |
| AIR PRODUCTS & CHEMICALS 4.37 19 | $292,915 | $265,998 |
| ALABAMA POWER 5.125 19 | $267,565 | $265,170 |
| ALLY FINANCIAL / GEN MOTORS8 31 | $257,422 | $289,375 |
| ALTRIA GROUP 2.85 22 | $254,065 | $250,308 |
| ALTRIA GROUP 4.75 21 | $268,863 | $272,450 |
| AMERICAN INTL GROUP 3.9 26 | $273,955 | $254,395 |
| ANHEUSER -BUSCH 5 19 | $271,125 | $266,148 |
| ANHEUSER BUSCH 2.5 22 | $257,460 | $246,053 |
| ANHEUSER BUSCH 5 20 | $268,576 | $271,738 |
| AT & T INC 4.125 26 | $271,915 | $253,143 |
| BANK OF NEW YORK MELLON | $269,205 | $257,260 |
| BANK OF NY MELLON 3.55 21 | $264,598 | $260,368 |
| BEAR STEARNS 5.55 17 | $263,735 | $250,490 |
| BERKSHIRE HATHAWAY 3 .125 26 | $266,035 | $248,378 |
| BERKSHIRE HATHAWAY 3 23 | $250,378 | $252,948 |
| BERKSHIRE HATHAWAY 3.75 21 | $266,512 | $264,758 |
| BOSTON PROPERTIES 4.125 21 | $243,206 | $264,138 |
| BOSTON SCIENTIFIC 6 20 | $267,275 | $274,708 |
| BRISTOL MYERS SQUIBB 3.25 23 | $263,197 | $258,688 |
| BRITISH TELECOM 5.95 18 | $263,648 | $260,550 |
| CALIFORNIA STATE VAR 6.2 19 | $258,475 | $278,833 |
| CAMPBELL SOUP 2.5 22 | $256,338 | $247,073 |
| CANADIAN PACIFIC 4.45 23 | $260,817 | $268,078 |
| CATERPILLAR 2.6 22 | $258,091 | $249,075 |
| CBS 3.375 22 | $265,192 | $254,178 |
| CBS 4.00 26 | $274,301 | $254,260 |
| CISCO SYSTEMS 4.95 19 | $273,441 | $267,248 |
| CITIGROUP INC 4.4 25 | $267,726 | $255,763 |
| COCA COLA 2.5 33 | $260,202 | $247,370 |
| COLGATE PALMOLIVE 3.25 24 | $251,950 | $258,445 |
| COMCAST 5.15 20 | $265,438 | $272,893 |
| COMCAST CORP 3.375 25 | $270,608 | $252,638 |
| CORN PRODUCTS INT'L 4.625 20 | $262,500 | $267,945 |
| CREDIT SUISSE NY 4.375 20 | $261,123 | $263,715 |
| CVS CAREMARK 4.125 21 | $260,557 | $264,530 |
| DOW CHEMCAL 4.25 20 | $262,175 | $264,770 |
| ENTERGY 5.125 20 | $254,006 | $269,488 |
| ERP OPERATING 4.75 20 | $267,365 | $268,990 |
| FEDEX 2.7 23 | $254,278 | $246,665 |
| FEDEX 3.2 25 | $251,652 | $249,513 |
| GENERAL ELEC TRIC 3.375 24 | $267,538 | $256,958 |
| GEORGIA STATE BUILD 5.014 27 | $260,228 | $281,953 |
| GOLDMAN SACHS 3.25 22 | $253,925 | $244,035 |
| GOLDMAN SACHS 3.5 25 | $261,904 | $246,675 |
| GOLDMAN SACHS 3.85 24 | $263,100 | $255,198 |
| HALLIBURTON 3.25 23 | $256,900 | $253,853 |
| HAWAII STATE BUILD 5.1 24 | $259,515 | $285,648 |
| HONEYWELL INTL 3.35 23 | $268,440 | $257,088 |
| ILLINOIS STATE BUILD 5.363 19 | $258,475 | $259,743 |
| INGERSOLL-RAND 4.25 23 | $282,449 | $264,410 |
| INTEL 2.7 22 | $253,520 | $251,128 |
| INTEL CORP 3.7 25 | $284,168 | $263,690 |
| INTERNATIONAL PAPER CO | $268,378 | $253,188 |
| JOHNSON & JOHNSON 3.375 23 | $271,932 | $261,900 |
| JP MORGAN CHASE 3.875 24 | $267,275 | $259,095 |
| JP MORGAN CHASE 4.25 20 | $245,283 | $264,560 |
| JP MORGAN CHASE 4.4 20 | $261,167 | $265,553 |
| KIMBERLY CLARK 2.4 22 | $258,675 | $248,078 |
| KIMBERLY CLARK 3.875 21 | $269,078 | $267,818 |
| KRAFT FOODS 5.375 20 | $270,382 | $271,210 |
| L-3 COMMUNICATIONS 4.75 20 | $268,460 | $265,770 |
| LOCKHEED MARTIN 3.35 21 | $267,667 | $258,170 |
| LOCKHEED MARTIN CORO 3.55 26 | $277,523 | $255,428 |
| LOWE'S COMPANIES 3.75 21 | $247,220 | $264,348 |
| MATTEL 4.35 20 | $261,062 | $264,295 |
| MCDONALDS 3.25 24 | $263,703 | $253,735 |
| MCDONALDS 3.375 25 | $265,044 | $250,735 |
| MCKESSON CORP 3.796 24 | $272,350 | $257,668 |
| MERCK 2.4 22 | $254,074 | $245,073 |
| METLIFE 3.6 24 | $268,545 | $256,633 |
| MICROSOFT CORP | $274,388 | $252,793 |
| MONSANTO CO 5.5 25 | $301,172 | $279,753 |
| NEWELL RUBBERMAID 4.7 20 | $266,575 | $265,670 |
| NEWWLL RUBBERMAID 4 24 | $262,899 | $255,685 |
| NORDSTROM 4.75 20 | $265,150 | $266,688 |
| NORFLOCK SOUTHERN 3 22 | $263,160 | $252,790 |
| NYS DORMITORY AUTH 5.262 25 | $258,272 | $283,310 |
| ORACLE 5 19 | $271,447 | $269,605 |
| ORACLE CORP 2.95 25 | $262,062 | $245,070 |
| PACIFIC GAS & ELECTRIC | $258,170 | $246,950 |
| PACIFIC GAS & ELECTRIC 3.75 24 | $276,406 | $260,405 |
| PEPSICO 3.125 20 | $238,012 | $258,018 |
| PFIZER 3 23 | $258,257 | $254,410 |
| PFIZER INC 3.4 24 | $280,408 | $258,408 |
| PHILIP MORRIS 2.5 22 | $257,460 | $244,618 |
| PHILIP MORRIS INT'L 4.5 20 | $263,322 | $267,720 |
| PITNEY BOWES 4.75 18 | $263,187 | $257,410 |
| POTASH CORP SASKATCHWAN 4.875 | $266,216 | $265,785 |
| PRUDENTIAL FINANCIAL 5.375 20 | $269,045 | $273,838 |
| PRUDENTIAL FINANCIALS 4.5 20 | $246,450 | $267,883 |
| PSEG POWER LLC 4.3 23 | $262,630 | $258,405 |
| QUEST DIAGNOSTIC 4.75 20 | $264,365 | $266,853 |
| SIMON PROPERTY GROUP 4.625 21 | $257,252 | $267,245 |
| SOUTHERN POWER CO 4.15 25 | $268,484 | $259,040 |
| SUNOCO 5.75 17 | $268,150 | $250,280 |
| SYSCO CORP 3.75 25 | $272,740 | $253,015 |
| TARGET 3.875 20 | $252,602 | $264,808 |
| THOMSON REUTERS 3.85 24 | $266,738 | $255,075 |
| TIME WARNER CABLE 5 20 | $252,347 | $265,333 |
| UNION PACIFIC 2.95 23 | $266,992 | $252,208 |
| UNION PACIFIC 4 21 | $251,215 | $264,930 |
| UNITED HEALTH GROUP 3.375 21 | $274,483 | $259,433 |
| UNITED HEALTH GROUP INC 3.75 25 | $281,848 | $258,808 |
| UNITED TECHNOLOGIES 4.5 20 | $296,898 | $269,795 |
| UNIV OF MICHIGAN 5.593 40 | $257,010 | $300,500 |
| VODAFONE 5.45 19 | $265,510 | $269,405 |
| VENTAS REALTY 3.5 25 | $257,591 | $246,133 |
| VERIZON COMMUNICATION S 6.4 33 | $277,722 | $276,435 |
| VERIZON COMMUNICATIONS 3.5 21 | $270,540 | $258,043 |
| VIACOM 3.875 24 | $259,387 | $242,630 |
| VIACOM 4.375 18 | $263,525 | $259,188 |
| VISA INC 3.15 25 | $269,078 | $251,098 |
| VODAFONE GROUP INC 2.950 23 | $255,270 | $242,405 |
| WAL-MART 3.3 24 | $267,597 | $257,063 |
| WAL-MART 3.625 20 | $246,886 | $264,273 |
| WALT DISNEY 2.55 22 | $260,700 | $251,015 |
| WALT DISNEY COMPANY 3.0 26 | $272,144 | $248,745 |
| WASTE MANAGEMENT 4.6 21 | $289,187 | $269,668 |
| WELLS FARGO 3.45 23 | $251,070 | $250,900 |
| WELLS FARGO 4.48 24 | $264,725 | $263,165 |
| WISCONSIN POWER&LIGHT 5 19 | $265,577 | $266,665 |
| XEROX 5.625 19 | $273,927 | $268,843 |
| AFLAC 3.625 23 | $785,881 | $776,385 |
| AMERICAN EXPRESS CO | $516,476 | $502,075 |
| AMGEN 4.1 21 | $540,800 | $527,085 |
| AT&T 3 22 | $519,250 | $495,120 |
| BURLINGTON NORTHERN 4.7 19 | $532,308 | $537,715 |
| CIGNA 4 22 | $531,185 | $522,360 |
| CLOROX 3.8 21 | $538,950 | $527,420 |
| ESTEE LAUDER 2.35 22 | $508,412 | $492,400 |
| GENERAL MILLS 3.15 21 | $524,769 | $510,715 |
| HEWETT PACKWARD 3.75 20 | $511,753 | $517,695 |
| HOME DEPOT 4.4 21 | $528,932 | $542,150 |
| KELLOGG 3.125 22 | $516,250 | $506,210 |
| METLIFE 4.75 21 | $529,340 | $543,730 |
| QUEST DIAGNOSTICS INC 3.5 25 | $529,445 | $494,050 |
| THERMO FISCHER SCIENTIFIC 3.15 | $525,405 | $500,490 |
| TRAVELERS COMPANIES 3.9 20 | $517,595 | $529,520 |
| WHIRLPOOL 4.85 21 | $540,000 | $544,525 |
| CITIGROUP INC 6.125 49 | $684,130 | $672,750 |
| GOLDMAN SACHS 5.375 49 | $768,755 | $757,500 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10,000 SHS BANK OF AMERICA 6.625 PFD | $250,000 | $257,100 |
| 10,000 SHS EBAY | $205,660 | $296,900 |
| 10,000 SHS GOLDMAN SACHS 5.95 PFD | $250,000 | $252,500 |
| 10,000 SHS JP MORGAN CHASE 6.125 PFD | $250,000 | $259,600 |
| 10,000 SHS JP MORGAN CHASE 6.3 PFD | $250,000 | $253,500 |
| 10,000 SHS JP MORGAN CHASE 6.7 PFD | $250,000 | $268,700 |
| 10,000 SHS OCCIDENTAL PETROLEUM | $734,190 | $712,300 |
| 10,000 SHS PAYPAL | $318,040 | $394,700 |
| 13,399 SHS ARCHER DANIELS MIDLAND | $566,777 | $611,664 |
| 134,452 SHS URBAN EDGE PROPERTIES | $1,967,566 | $3,698,775 |
| 17,975 SHS INTEL | $450,404 | $651,953 |
| 19,000 SHS WALMART STORES | $1,325,000 | $1,313,280 |
| 1,966 SHS KRAFT FOODS | $70,010 | $171,671 |
| 20,000 SHS CITI GROUP SER J 7.125 PFD | $500,000 | $559,600 |
| 20,000 SHS ORACLE | $684,600 | $769,000 |
| 20,000 SHS QWEST CORP | $500,000 | $457,000 |
| 20,000 SHS WELLS FARGO 5.85 PFD | $500,000 | $504,800 |
| 2,200 SHS CHEVRON | $199,262 | $258,940 |
| 23 SHS AMAZON INC | $15,518 | $17,247 |
| 2,301 SHS VERIZON COMMUNUCATIONS | $110,713 | $122,827 |
| 24,669 SHS AT&T | $855,795 | $1,049,173 |
| 25,700 SHS ELI LILY | $1,179,643 | $1,890,235 |
| 2,585 SHS AVALON BAY COMM REIT | $187,793 | $457,933 |
| 27,562 SHS CONNECTONE BANCORP | $314,200 | $715,234 |
| 27,964 SHS WELLS FARGO | $2,756,648 | $1,541,096 |
| 2,916 SHS TWENTY FIRST CENTURY FOX | $96,461 | $81,765 |
| 3,000 SHS ESSEX PROPERTY TRUST REIT | $196,680 | $697,500 |
| 326,905 SHS VORNADO REALTY TRUST | $22,278,396 | $34,119,074 |
| 36,000 SHS LOWES COMPANIES | $542,749 | $2,560,320 |
| 398 WTS GENERAL MOTORS | $30,405 | $10,138 |
| 398 WTS GENERAL MOTORS | $23,167 | $6,830 |
| 4,000 SHS CALIFORNIA RESOURCES | $26,510 | $10,496 |
| 4,772 SHS VODAFONE | $216,100 | $116,580 |
| 48,880 SHS NEW YORK COMMUNITY BANCORP | $257,820 | $777,681 |
| 5,000 SHS BRISTOL MEYERS SQUIBB | $258,600 | $292,200 |
| 5,000 SHS FIRST REPUBLIC BANK 6.2 PFD | $125,000 | $127,750 |
| 5,000 SHS NOVARTIS | $386,000 | $364,200 |
| 5,900 SHS MONDELEZ INTERNATIONAL | $129,572 | $261,547 |
| 6,000 SHS COCA COLA | $196,077 | $248,760 |
| 6,000 SHS PETROBAS | $323,370 | $60,660 |
| 6,870 SHS VALERO ENERGY | $325,020 | $469,358 |
| 70,800 SHS APPLE INC | $3,991,597 | $8,200,056 |
| 98,544 SHS IBM | $8,267,883 | $16,357,319 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,680,988 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,094,610 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LUNCH CMA FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,356,556 | BookValueAmt |
| EOYFMV | $5,356,556 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $867 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $867 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $112,160 | $0 | $0 |
| STATE FILING FEES | $26 | $0 | $26 |
| FOREIGN TAXES | $4,756 | $4,756 | $0 |
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