WILF FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WILF FAMILY FOUNDATION (EIN 22-6075840)
- Tax period
- 2014-11-01 to 2015-10-31
- Filed
- 2016-01-29
- IRS object ID
- 201600299349100300
- Schema version
- 2014v6.0
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-29T07:46:07-06:00 | ReturnTs |
| Tax Period End | 2015-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222490349 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEIDICH & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CENTRAL AVE SUITE 102 | AddressLine1Txt |
| City | MOUNTAINSIDE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070921961 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226075840 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILF FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILF | BusinessNameControlTxt |
| Phone | 9086547010 | 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 | 9086547010 | PhoneNum |
| Signature | 2015-12-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES TARLOWE | PreparerPersonNm |
| PTIN | P01230085 | PTIN |
| Phone | 9086547010 | PhoneNum |
| Preparation | 2016-01-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $114,779,009 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,678,547 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,678,547 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,308,327 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,061,696 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,308,327 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,986,874 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,986,874 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $116,508 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $116,508 | OthEmplSlrsWgsNetInvstIncmAmt |
| Pension Empl Bnft Rev And Expnss | $10,019 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,019 | PensionEmplBnftNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $215,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $215,000 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $76,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $90,521 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $90,521 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $518,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $442,048 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,412,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,412,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,930,208 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $442,048 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,412,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,056,666 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,544,826 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,445,658 | CashBOYAmt |
| Cash EOY | $7,429,232 | CashEOYAmt |
| Cash EOYFMV | $7,429,232 | CashEOYFMVAmt |
| US Government Obligations BOY | $13,867,578 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,672,709 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,077,259 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $33,702,624 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,866,481 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $73,971,627 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,120,684 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,296,512 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $19,616,891 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,589,770 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,534,770 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,684,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $71,726,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,799,704 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $114,779,009 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $16,300 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $33,024 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $16,300 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,024 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $71,710,014 | UnrestrictedBOYAmt |
| Unrestricted EOY | $73,766,680 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $71,710,014 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $73,766,680 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $71,726,314 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $73,799,704 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $71,710,014 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,056,666 | ExcessRevenueOverExpensesAmt |
| Subtotal | $73,766,680 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $73,766,680 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 155000 ISRAEL BONDS | P | 2003-03-01 | 2015-03-01 | $155,000 | $155,000 | ||
| 1140 FNMA 250 DZ 7 23 | P | 1993-04-30 | 2015-10-31 | $1,140 | $957 | $183 | $183 |
| 2700 VORNADO REALTY TRUST | P | 1992-12-31 | 2015-01-16 | $276,277 | $32,263 | $244,014 | $244,014 |
| 3370 GOLDMAN SACHS STRAT INCOME | P | 2014-01-24 | 2015-02-10 | $34,204 | $35,282 | -$1,078 | -$1,078 |
| 100000 ISRAEL BONDS | P | 2003-05-01 | 2015-05-01 | $100,000 | $100,000 | ||
| 1537 FNMA 255 E 7.1 23 | P | 1997-11-25 | 2015-10-31 | $2,537 | $2,528 | $9 | $9 |
| 5000 URBAN EDGE PROPERTIES | P | 1992-12-31 | 2015-01-26 | $121,842 | $12,538 | $109,304 | $109,304 |
| 4607 JPM UNCONSTRAINED DEBT FUND | P | 2013-03-01 | 2015-02-20 | $46,671 | $47,132 | -$461 | -$461 |
| 200000 ISRAEL BONDS | P | 2003-05-01 | 2015-05-01 | $200,000 | $200,000 | ||
| 763611 GNMA 38 BC 5 3 | P | 2009-04-07 | 2015-10-31 | $763,612 | $797,974 | -$34,362 | -$34,362 |
| 20150 URBAN EDGE PROPERTIES | P | 2002-12-31 | 2015-10-31 | $456,986 | $50,527 | $406,459 | $406,459 |
| 994 JPM UNCONSTRAINED DEBT FUND | P | 2014-06-19 | 2015-02-20 | $10,070 | $10,358 | -$288 | -$288 |
| 100000 ISRAEL BONDS | P | 2003-05-01 | 2015-05-01 | $100,000 | $100,000 | ||
| 18630 FMAC 3393 BY 5.5 37 | P | 2006-02-05 | 2015-10-31 | $18,630 | $18,257 | $373 | $373 |
| 40300 VORNADO REALTY TRUST | P | 1992-12-31 | 2015-01-28 | $4,119,970 | $481,561 | $3,638,409 | $3,638,409 |
| 1371 COLUMBIA CONV SECURITIES FUND | P | 2014-10-20 | 2015-04-17 | $27,232 | $25,449 | $1,783 | $1,783 |
| 500 CALL VORNADO 105 DEC | P | 2014-11-05 | 2014-10-23 | $159,261 | $332,505 | -$173,244 | -$173,244 |
| 2048369 GNMA 74 CZ 6 38 | P | 2008-08-15 | 2015-10-31 | $2,048,369 | $2,045,809 | $2,560 | $2,560 |
| 5000 URBAN EDGE PROPERTIES | P | 1992-12-31 | 2015-02-05 | $119,742 | $12,538 | $107,204 | $107,204 |
| 2137 PRUDENTIAL INVESTMENT PORTFOLIO | P | 2013-03-01 | 2015-05-06 | $20,751 | $21,364 | -$613 | -$613 |
| 900 CALL VORNADO 125 JUNE | P | 2015-06-26 | 2015-01-16 | $393,286 | $393,286 | $393,286 | |
| 250000 VORNDO REALTY TRUST 45 15 | P | 2011-01-19 | 2015-04-02 | $250,000 | $257,188 | -$7,188 | -$7,188 |
| 5000 URBAN EDGE PROPERTIES | P | 1992-01-23 | 2015-02-10 | $121,061 | $12,538 | $108,523 | $108,523 |
| 2643 PRUDENTIAL INVESTMENT PORTFOLIO | P | 2013-03-01 | 2015-07-01 | $25,452 | $26,422 | -$970 | -$970 |
| 29673 FHLMC 1486D 7 23 | P | 1993-04-30 | 2015-10-31 | $29,673 | $29,080 | $593 | $593 |
| 250000 FRONTIER COMMUNICATIONS 6.625 | P | 2010-10-13 | 2015-03-16 | $250,000 | $265,625 | -$15,625 | -$15,625 |
| 5000 URBAN EDGE PROPERTIES | P | 1992-12-31 | 2015-02-11 | $120,102 | $12,538 | $107,564 | $107,564 |
| 2319 DOUBLE TOTAL RETURN FUND | P | 2013-03-01 | 2015-07-06 | $25,282 | $26,349 | -$1,067 | -$1,067 |
| 46883 FHLMC 2104Z 6.5 28 | P | 1999-02-23 | 2015-10-31 | $46,883 | $45,833 | $1,050 | $1,050 |
| 250000 ARCELLORMITTAL 4 16 | P | 2011-12-13 | 2015-10-22 | $253,731 | $237,500 | $16,231 | $16,231 |
| 5000 URBAN EDGE PROPERTIES | P | 1992-12-31 | 2015-02-12 | $120,023 | $12,538 | $107,485 | $107,485 |
| 2461 JPM GLOBAL BOND OPPORTUNITY | P | 2015-02-10 | 2015-07-08 | $25,076 | $25,494 | -$418 | -$418 |
| 29141 FHLMC 1579 PM 6.7 23 | P | 1993-09-30 | 2015-10-31 | $29,141 | $28,522 | $619 | $619 |
| 250000 HUTCH WHAMPOA 6 49 | P | 2011-06-08 | 2015-10-19 | $250,000 | $260,375 | -$10,375 | -$10,375 |
| 5000 URBAN EDGE PROPERTIES | P | 1992-12-31 | 2015-02-20 | $119,743 | $12,538 | $107,205 | $107,205 |
| 1732 EATON VANCE FLOATING RATE FUND | P | 2013-03-01 | 2015-08-04 | $15,418 | $15,868 | -$450 | -$450 |
| 753 GNMA 207264 8.5 17 | P | 1991-07-10 | 2015-10-31 | $754 | $753 | $1 | $1 |
| 2107 URBAN EDGE PROPERTIES | P | 1992-12-31 | 2015-04-15 | $50,567 | $5,283 | $45,284 | $45,284 |
| 5000 URBAN EDGE PROPERTIES | P | 1992-12-31 | 2015-02-23 | $122,155 | $12,538 | $109,617 | $109,617 |
| 3951 EATON VANCE FLOATING RATE FUND | P | 2014-01-21 | 2015-08-10 | $35,084 | $36,327 | -$1,243 | -$1,243 |
| 164 GNMA 313172 8.5 21 | P | 1991-07-10 | 2015-10-31 | $164 | $164 | ||
| 250000 PACIFIC GAS & ELECTRIC 2.45 | P | 2013-05-08 | 2014-12-09 | $237,504 | $253,740 | -$16,236 | -$16,236 |
| 5000 URBAN EDGE PROPERTIES | P | 1992-12-31 | 2015-02-26 | $119,743 | $12,537 | $107,206 | $107,206 |
| 2520 RBC BLUBAY | P | 2013-03-01 | 2015-09-20 | $25,602 | $26,214 | -$612 | -$612 |
| 823 GNMA 001843 7.5 22 | P | 1992-06-05 | 2015-10-31 | $823 | $817 | $6 | $6 |
| 250000 PITNEY BOWES 4.75 18 | P | 2010-09-28 | 2014-12-09 | $264,015 | $263,188 | $827 | $827 |
| 5000 URBAN EDGE PROPERTIES | P | 1992-12-31 | 2015-03-08 | $119,791 | $12,537 | $107,254 | $107,254 |
| 396 FNMA 61E 7.5 24 | P | 1996-06-06 | 2015-10-31 | $397 | $386 | $11 | $11 |
| 2400 URBAN EDGE PROPERTIES | P | 1991-12-24 | 2015-01-16 | $54,427 | $4,031 | $50,396 | $50,396 |
| 1100 URBAN EDGE PROPERTIES | P | 1992-12-31 | 2015-03-20 | $24,922 | $2,758 | $22,164 | $22,164 |
| 342 FNMA 52 G 6 19 | P | 1993-02-28 | 2015-10-31 | $342 | $330 | $12 | $12 |
| 1350 URBAN EDGE PROPERTIES | P | 1992-12-31 | 2015-01-16 | $30,616 | $3,385 | $27,231 | $27,231 |
| 2200 VORNADO REALTY TRUST | P | 1992-12-31 | 2015-03-20 | $224,907 | $26,289 | $198,618 | $198,618 |
| 381532 GNMA 10 PA 4.5 38 | P | 2009-03-05 | 2015-10-31 | $281,532 | $290,682 | -$9,150 | -$9,150 |
| 4800 VORNADO REALTY TRUST | P | 1991-12-24 | 2015-01-16 | $490,463 | $38,422 | $452,041 | $452,041 |
| 5000 URBAN EDGE PROPERTIES | P | 1992-12-31 | 2015-03-24 | $120,723 | $12,538 | $108,185 | $108,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,308,327 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $221,119 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,551,859 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $115,445,054 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.100064 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,715,060 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $112,046,667 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068856 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,367,912 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $112,351,456 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065579 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,561,143 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $114,499,508 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048569 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,280,694 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $107,465,670 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049138 | DistributionYr5Rt |
| Total Distribution | 0.332206 | TotalDistributionRt |
| Average Distribution | 0.066441 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $115,031,867 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,642,832 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $95,448 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,738,280 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,412,160 | 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 | $95,448 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $95,448 | SubtotalAmt |
| Tax Based On Investment Income | $95,448 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $63,692 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $63,692 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $344 | EsPenaltyAmt |
| Tax Due | $32,100 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NEIDICH AND COMPANY | IndividualWithBooksNm |
| Phone | 9086547010 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CENTRAL AVENUE | AddressLine1Txt |
| City | MOUNTAINSIDE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE/CHAI | 1.00 | $0 | $0 | $0 |
| ELIZABETH WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LEONARD WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HIILS | NJ | 07078 | TRUSTEE/PRES | 1.00 | $0 | $0 | $0 |
| ZYGMUNT WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE/VP | 1.00 | $0 | $0 | $0 |
| MARK WILF | ||||||||
| 820 MORIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE/SEC | 1.00 | $0 | $0 | $0 |
| ORIN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE/TREA | 1.00 | $0 | $0 | $0 |
| JASON WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JONATHAN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ELLEN LAWRENCE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 MORRIS TURNPIKE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $116,508 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELIN CONSULTING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 638 HANLEY AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $215,000 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $107,846,176 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,937,445 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $116,783,621 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $116,783,621 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,751,754 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $115,031,867 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,751,593 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,751,593 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $95,448 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $95,448 | TotalTaxAmt |
| Distributable Before Adj | $5,656,145 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,656,145 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,656,145 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,412,160 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $9,412,160 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $95,448 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,316,712 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,656,145 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $73,932 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,837,475 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,202,797 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,938,040 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,052,244 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,412,160 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,656,145 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,756,015 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,808,259 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $73,932 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,734,327 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,837,475 | ExcessFromYear3Amt |
| Excess From Year2 | $2,202,797 | ExcessFromYear2Amt |
| Excess From Year1 | $5,938,040 | ExcessFromYear1Amt |
| Excess From Current Year | $3,756,015 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH WILF | ContributingManagerNm |
| Contributing Manager | LEONARD WILF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AM SOCIETY FOR YAD VASHEM | ||||||||
| 500 FIFTH AVENUE | NEW YORK | NY | 10110 | NONE | PUBLIC | UNRESTRICTED | $803,600 | |
| AMERICAN JEWISH LEAGUE FO | ||||||||
| 400 N FLAGER DRIVE PH D4 | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| BOYS TOWN OF JERUSALEM F | ||||||||
| 12 WEST 31ST STREET | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $3,000 | SUITE 300 |
| CONGREGATION RINAT ISRAEL | ||||||||
| 389 WEST ENGLEWOOD AVENUE | TEANECK | NJ | 07666 | NONE | PUBLIC | UNRESTRICTED | $400 | |
| HOLOCAUST RESOURCE FDN | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| INTERFAITH HOSPITALITY NE | ||||||||
| 46 PARK STREET | MONCLAIR | NJ | 07042 | NONE | PUBLIC | UNRESTRICTED | $6,000 | |
| JEWISH AGENCY FOR ISRAEL | ||||||||
| 633 THIRD AVENUE NO | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $355,000 | |
| JEWISH COMMUNITY CENTER | ||||||||
| 1391 MARTINE AVENUE | SCOTCH PLAINS | NJ | 07076 | NONE | PUBLIC | UNRESTRICTED | $65,000 | |
| JEWISH EDUCATIONAL CENTER | ||||||||
| 330 ELMORA AVENUE | ELIZABETH | NJ | 07208 | NONE | PUBLIC | UNRESTRICTED | $121,800 | |
| JEWISH FAMILY SERVICE | ||||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| JEWISH FEDERATION OF GREA | ||||||||
| 100 US HIGHWAY 9 SUITE 7 | MANALPAN | NJ | 07726 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| JEWISH FEDERATION OF GREATER METRO | ||||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | NONE | PUBLIC | UNRESTRICTED | $10,360 | |
| JEWISH MUSEUM | ||||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | UNRESTRICTED | $312,500 | |
| JUDAIC RESEARCH INSTITUTE | ||||||||
| 747 LIVINGSTON ROAD | ELIZABETH | NJ | 07208 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| LINCOLN CENTER FOR THE PERFORMING A | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | UNRESTRICTED | $35,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 25 WEST FOURTH STREET | NEW YORK | NY | 10012 | NONE | PUBLIC | UNRESTRICTED | $2,000,000 | SUITE 201A |
| NEWARK ACADEMY | ||||||||
| 91 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | PUBLIC | UNRESTRICTED | $250,000 | |
| NY WEILL CORNELL MED CTR | ||||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC | UNRESTRICTED | $900,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08540 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| RABBINICAL COLLEGE OF AME | ||||||||
| PO BOX 1996 | MORRISTOWN | NJ | 07962 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| RUTGERS HILLEL | ||||||||
| 93 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC | UNRESTRICTED | $36,000 | |
| UNITED JEWISH APPEAL | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | UNRESTRICTED | $50,000 | SUITE 874B |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC | UNRESTRICTED | $1,000,000 | |
| YESHIVA UNIVERSITY | ||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PUBLIC | UNRESTRICTED | $1,060,000 | |
| YM-YWHA OF UNION COUNTY | ||||||||
| 501 GREEN LANE | UNION | NJ | 07083 | NONE | PUBLIC | UNRESTRICTED | $1,800 | |
| BIRTHRIGHT | ||||||||
| 33 EAST 33RD STREET | NEW YORK | NY | 10016 | NONE | PUBLIC | UNRESTRICTED | $100,000 | |
| PARK EAST SYNAGOGUE | ||||||||
| 163 EAST 67TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| JEWISH FAMILY SERVICES OF METROWEST | ||||||||
| 256 COLUMBIA TURNPIKE | FLORHAM PARK | NJ | 07932 | NONE | PUBLIC | UNRESTRICTED | $10,000 | SUITE 105 |
| JEWISH LIFE FOUNDATION | ||||||||
| 16501 VENTURA BLVD | ENCINO | CA | 91436 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| SABES JCC | ||||||||
| 433 SOUTH CEDAR LAKE ROAD | MINNEAPOLIS | MN | 55416 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| PARTNERSHIP FOR JEWISH LEARNING | ||||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | NONE | PUBLIC | UNRESTRICTED | $9,400 | |
| JEWISH HISTORICAL SOCIETY OF METROW | ||||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| CONGEGATION BEIS YISROEL | ||||||||
| 2835 SALEM AVENUE | ST LOUIS PARK | MN | 55416 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| JERUSALEM FOUNDATION | ||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| TORAH ACADEMY OF MINNEAPOLIS | ||||||||
| 2800 JOPPA AVENUE SOUTH | ST LOUIS PARK | MN | 55146 | NONE | PUBLIC | UNRESTRICTED | $1,800 | |
| YESHIVA SHAAREI TZION | ||||||||
| 51 PARK AVENUE | PISCATAWAY | NJ | 08854 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 OAK ST SE SUITE 500 | MINNEAPOLIS | MN | 55455 | NONE | PUBLIC | UNRESTRICTED | $1,005,000 | |
| NEW YORK UNIVERSITY SCHOOL OF LAW | ||||||||
| 110 WEST THIRD STREET | NEW YORK | NY | 10012 | NONE | PUBLIC | UNRESTRICTED | $400,000 | |
| GARDEN STATE EQUALITY EDUCATION FD | ||||||||
| 40 SOUTH FULLERTON AVENUE | MONCLAIR | NJ | 07042 | NONE | PUBLIC | UNRESTRICTED | $200,000 | |
| UNITED WAY OF GREATER UNION COUNTY | ||||||||
| 33 WEST GRAND STREET | ELIZABETH | NJ | 07202 | NONE | PUBLIC | UNRESTRICTED | $200,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION | ||||||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $19,000 | |
| LA MUSEUM OF THE HOLOCAUST MARTYRS | ||||||||
| 100 THE GROVE DR | LOS ANGELES | CA | 90036 | NONE | PUBLIC | UNRESTRICTED | $100,000 | |
| CHRISTOPHER AND DANA REEVE FDN | ||||||||
| 636 MORRIS TPK STE 3A | SHORT HILLS | NJ | 07078 | NONE | PUBLIC | UNRESTRICTED | $35,000 | |
| MINNESOTA VIKINGS CHILDREN'S FUND | ||||||||
| 9520 VIKING DRIVE | EDEN PRAIRIE | MN | 55344 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| PAPER MILL PLAYHOUSE | ||||||||
| 22 BROOKSIDE DRIVE | MILLBURN | NJ | 07041 | NONE | PUBLIC | UNRESTRICTED | $12,500 | |
| VISUAL ARTS CENTER OF NJ | ||||||||
| 68 ELM STREET | SUMMIT | NJ | 07901 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 417005 | BOSTON | MA | 02241 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| THE ROSE HOUSE | ||||||||
| PO BOX 544 | CEDAR KNOLLS | NJ | 07927 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| JEWISH TELEGRAPHIC AGENCY | ||||||||
| 24 WEST 30TH ST 4TH FL | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| RETHINK ISRAEL INITIATIVE | ||||||||
| PO BOX 6833 | BRIGEWATER | NJ | 08807 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| CITY HARVEST | ||||||||
| 6 EAST 32ND ST 5TH FL | NEW YORK | NY | 10016 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| CONFERENCE OF PRESIDENTS | ||||||||
| 633 THIRD AVE 21ST FL | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| SERIOUS FUN CHILDREN'S NETWORK | ||||||||
| 228 SAUGATUCK AVE | WESTPORT | CT | 06880 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| FRIENDS OF I SRAEL DEFENSE FORCES | ||||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED | $3,600 | |
| AMERICAN-ISRAEL CULTURAL FOUNDATION | ||||||||
| 1140 BROADWAY | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| CHABAD HOUSE-LUBAVITCH | ||||||||
| 170 COLLEGE AVE | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| JEWISH COMMUNITY HOUSING CORP | ||||||||
| 750 NORTHFIELD AVE | WEST ORANGE | NJ | 07052 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| URBAN ASSEMBLY INC | ||||||||
| 90 BROAD ST 21ST FL | NEW YORK | NY | 10004 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| MONMOUTH UNIVERSITY | ||||||||
| 400 CEDAR AVE | LONG BRANCH | NJ | 07764 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| WFMU | ||||||||
| 43 MONTGOMERY ST | JERSEY CITY | NJ | 07302 | NONE | PUBLIC | UNRESTRICTED | $1,800 | |
| JCC METRO WEST | ||||||||
| 760 NORTHFIELD AVE | WEST ORANGE | NJ | 07052 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| JEWISH OUTREACH PROGRAM | ||||||||
| 989 SIXTH AVE 10TH FL | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| KEAN UNIVERSITY FOUNDATION | ||||||||
| 1000 MORRIS AVE | UNION | NJ | 07083 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| THURGOOD MARSHALL COLLEGE FUND | ||||||||
| 901 F ST NW STE 300 | WASHINGTON | DC | 20004 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| CHABAD OF TRIBECA | ||||||||
| 54 READE STREET | NEW YORK | NY | 10007 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| GOODS FOR GOOD | ||||||||
| 180 VARICK ST STE 1207 | NEW YORK | NY | 10014 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| CONG KHAL TORATH CHAIM VIZNITZ | ||||||||
| 5228 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| REENAS BAIS YAAKOV HIGH SCHOOL | ||||||||
| 1131 RARITAN AVE | HIGHLAND PARK | NJ | 08901 | NONE | PUBLIC | UNRESTRICTED | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,412,160 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,678,547 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,308,327 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,986,874 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,986,874 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | ROSE MANOR INC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CENTRAL AVE | AddressLine1Txt |
| City | MOUNTAINSIDE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELIN CONSULTING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | CONSULTING | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OFFICE EQUIP | PropertyDesc |
| Acquired | 2008-01-01 | AcquiredDt |
| Cost Or Other Basis | $30,708 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $30,708 | PriorYearDepreciationAmt |
| Computation Method | MACRS | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (70 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200000 DELPHI CORP 6 1/2 13 | $207,113 | $6,500 |
| 200000 TIME WARNER 6.95 28 | $198,891 | $245,624 |
| 250000 PITNEY BOWES 4.75 18 | ||
| 250000 POTASH CORP-SASKATCHEWAN 4.87 | $266,218 | $271,760 |
| 250000 ERP OPERATING 4.75 20 | $267,365 | $273,763 |
| 250000 L-3 COMMUNICATION 4.75 20 | $268,460 | $260,095 |
| 250000 JP MORGAN CHASE 4.4 20 | $261,168 | $269,260 |
| 250000 CREDIT SUISSE NEW YORK 4.375 | $261,128 | $272,035 |
| 250000 NEWELL RUBBERMAID 4.7 20 | $266,575 | $270,332 |
| 250000 ENTERGY 5.125 20 | $254,012 | $266,203 |
| 250000 CLIFFS NATURAL RESOURCES 4.8 | $259,505 | $72,500 |
| 250000 MATTEL 4.35 20 | $261,065 | $260,467 |
| 250000 CORN PRODUCTS INTERNATIONAL 4 | $262,505 | $265,338 |
| 250000 CANADIAN PACIFIC 4.45 23 | $260,823 | $268,415 |
| 250000 FRONTIER COMMUNICATIONS 6.625 | ||
| 250000 UNION PACIFIC 4 21 | $269,900 | $270,100 |
| 250000 METLIFE 4.75 21 | $270,612 | $276,100 |
| 250000 CVS COREMARK 4.125 21 | $263,875 | $267,620 |
| 250000 AETNA 4.125 21 | $268,428 | $264,252 |
| 250000 VORNADO REALTY TRUST 4.25 15 | ||
| 250000 HUTCH WHAMPOA 6 49 | ||
| 500000 GE CAPITAL 6.375 67 | $520,000 | $536,565 |
| 250000 AMGEN 4.1 21 | $270,400 | $267,675 |
| 250000 DOW CHEMICAL 4.125 21 | $268,000 | $264,223 |
| 250000 UNITED HEALTH GROUP 2.875 22 | $257,053 | $253,438 |
| 114160 JP MORGAN TRUST I FLOATING RA | $1,142,697 | $1,073,104 |
| 250000 ARCELOMITTAL 3.75 16 | ||
| 250000 GOLDMAN SACHS CAPITAL II 5.79 | $173,750 | $180,987 |
| 250000 EMBRAER OVERSEAS 6.375 17 | $274,375 | $258,033 |
| 250000 KELLOGG 4 20 | $284,663 | $266,015 |
| 250000 WALMART 4.25 21 | $291,250 | $277,225 |
| 250000 GENERAL MILLS 3.15 21 | $261,693 | $253,752 |
| 500000 AT&T 3 22 | $513,621 | $493,525 |
| 250000 CATERPILLAR 2.6 22 | $258,330 | $243,767 |
| 250000 PACIFIC GAS & ELEC 2.45 22 | ||
| 250000 CLOROX 3.05 22 | $258,895 | $247,528 |
| 250000 GENERAL ELECTRIC 2.7 22 | $261,693 | $250,122 |
| 250000 APACHE CORP 2.625 23 | $249,921 | $232,375 |
| 250000 FEDEX 2.7 23 | $254,225 | $242,825 |
| 600000 BANK OF AMERICA 8.125 49 | $556,250 | $522,370 |
| 355000 JP MORGAN CHASE VAR. RATE | $355,000 | $357,762 |
| 65000 JP MORGAN CHASE 5.15 49 | $65,000 | $62,384 |
| 250000 CIGNA CORP 4 2 | $274,423 | $260,190 |
| 500000 BURLINGTON NORTHERN SANTA FE | $518,450 | $502,665 |
| 500000 BERKSHIRE HATHAWAY 3 22 | $523,511 | $507,035 |
| 500000 WELLS FARGO 3.45 23 | $512,870 | $501,455 |
| 250000 PHILIP MORRIS INTL 3.6 23 | $268,663 | $261,955 |
| 250000 FEDEX 4 24 | $273,705 | $260,788 |
| 250000 ALTRIA GROUP 4 24 | $260,348 | $263,052 |
| 250000 ANHEUSER BUSCH 3.7 24 | $260,290 | $253,398 |
| 250000 JP MORGAN CHASE 3.875 24 | $265,875 | $259,315 |
| 250000 THERMO FISHER SCIENTIFIC 4.15 | $260,513 | $261,335 |
| 250000 HOME DEPOT 3.75 24 | $263,293 | $267,060 |
| 250000 PEPSICO 3.6 24 | $259,945 | $259,410 |
| 250000 COLGATE POLMOLIVE 3.25 24 | $261,216 | $259,227 |
| 250000 EXXON MOBIL 3.176 24 | $265,563 | $258,065 |
| 500000 PRUDENTIAL FINANCIAL 3.5 24 | $519,990 | $508,045 |
| 500000 GOLDMAN SACHS 3.85 24 | $524,906 | $510,055 |
| 250000 CBS 3.7 24 | $259,951 | $246,433 |
| 500000 VERIZON 3.5 24 | $497,515 | $499,920 |
| 250000 COMCAST 3.375 25 | $252,393 | $254,605 |
| 250000 METLIFE 3 25 | $252,283 | $243,747 |
| 500000 AFLAC 3.25 25 | $493,155 | $493,570 |
| 250000 CITIGROUP 3.875 25 | $245,735 | $243,943 |
| 500000 WHIRLPOOL 3.7 25 | $504,270 | $492,815 |
| 250000 MCDONALDS 3.375 25 | $245,915 | $248,605 |
| 250000 CBS 4 26 | $250,575 | $249,347 |
| 500000 INTERNATIONAL LEASE FINANCE | $521,700 | $509,065 |
| 125000 MET LIFE VAR 49 | $125,000 | $126,562 |
| 250000 CAPITAL ONE FINANCIAL VAR 49 | $250,000 | $251,190 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (75 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 13373 AT&T | $67,294 | $448,129 |
| 8222 VERIZON COOMUNICATIONS | $116,304 | $385,447 |
| 591 CENTURY LINK | $19,805 | $16,672 |
| 453856 VORNADO REALTY TRUST | $10,229,730 | $45,635,221 |
| 10000 PUTNAM PREMIER INCOME TRUST | $100,002 | $50,500 |
| 2386 VODAPHONE | $12,286 | $78,666 |
| 22230 PNC FINANCIAL SERVICES | $837,605 | $2,006,480 |
| 3000 PUBLIC SERVICE ENTERPRISE GROUP | $39,064 | $123,870 |
| 521 WELLS FARGO | $99,157 | $28,207 |
| 8000 MERRILL LYNCH CAP TR IV 7.12 PF | $200,000 | $207,839 |
| 6723 BLACKROCK CORPORATE HIGH YIELD | $154,272 | $69,852 |
| 54458 IBM | $7,478,736 | $7,628,477 |
| 5192 FRONTIER COMMUNICATIONS | $54,118 | $26,687 |
| 10000 GENERAL MOTORS 7 1/4 PFD | $126,496 | |
| 5000 GENERAL MOTORS 7 1/4 PFD | $63,068 | |
| 8000 FIRST NIAGRA FINANCIAL GROUP | $80,000 | $82,800 |
| 5000 M S CAP TRUST III 6 1/4 PFD | $125,000 | $129,500 |
| 4507 COMCAST | $34,252 | $282,228 |
| 5000 VORNADO REALTY TR SER G 6 5/8 P | $125,000 | $126,950 |
| 1000 LAZARD LTD | $25,000 | $46,320 |
| 161 PORTLAND GENERAL ELECTRIC | $5,970 | |
| 1264 ALCATEL LUCENT | $21,328 | $5,094 |
| 48880 NEW YORK COMMUNITY BANCORP | $529,500 | $807,498 |
| 2200 VANGUARD NATURAL RESOURCES | $55,300 | $17,358 |
| 10000 GENERAL MOTORS 7 3/8 PFD | $126,496 | |
| 38000 GENERAL MOTORS 7 3/8 PFD | $480,687 | |
| 20000 GENERAL MOTORS 7 1/2 PFD | $252,993 | |
| 400 LUMBER LIQUIDATORS | $4,400 | $5,528 |
| 594 BOEING | $50,000 | $87,954 |
| 7307 CITIGROUP | $250,000 | $388,513 |
| JP MORGAN STRATEGIC INCOME OP | $1,313,129 | $1,298,488 |
| 53281 JP MORGAN SHORT DURATION BOND | $579,205 | $579,159 |
| 10000 VORNADO REALTY TRUST SERIES J | $250,000 | $259,000 |
| 1000 AVALON BAY COMMUNITIIES | $110,065 | $174,830 |
| 250000 JP MORGAN CHASE 7.9 PFD | $248,125 | $260,913 |
| 8180 GENERAL MOTORS WARRANTS-CL A | $303,725 | $206,136 |
| 8180 GENERAL MOTORS WARRANTS-CL B | $234,346 | $140,123 |
| 15871 GENERAL MOTORS | $698,431 | $554,057 |
| 20000 FIRST REPUBLIC BANK 6.7 PFD | $500,000 | $526,000 |
| 10000 FIRST REPUBLIC BANK 6.2 PFD | $250,000 | $261,200 |
| 20000 GOLDMAN SACHS GROUP 5.95 PFD | $500,000 | $511,600 |
| 2090 MOTORS LIQUIDATION TRUST | $25,260 | $33,858 |
| 4000 ANNALY CAPITAL MANAGEMENT 7.625 | $100,000 | $98,340 |
| 10000 CAPITAL ONE FINANCIAL 6 PFD | $249,500 | $256,300 |
| 9000 DDR CORP 6.5 PFD | $225,000 | $235,080 |
| 6000 FIRST REPUBLIC BANK 6.2 PFD | $150,000 | $156,720 |
| 750 WELLS FARGO 5.2 PFD | $18,750 | $18,795 |
| 250000 WELLS FARGO 7.98 PFD | $271,562 | $266,660 |
| 20000 CITIGROUP SER J 7.125 PFD | $500,000 | $551,400 |
| 8000 FIRST REPUBLIC BANK 5.5 PFD | $200,000 | $199,201 |
| 10000 VORNADO REALTY TRUST 5.4 PFD | $250,000 | $239,900 |
| 20000 WELLS FARGO 5.85 PFD | $500,000 | $519,800 |
| 5000 CITIGROUP 7.125 PFD | $125,000 | $137,950 |
| 13000 WELLS FARGO 5.85 PFD | $325,000 | $337,870 |
| 18000 WELLS FARGO 5.25 PFD | $450,000 | $455,220 |
| 10115 GOLDMAN SACH STRAT INCOME TR | $106,913 | $100,341 |
| 14963 HSBC TOTAL RETURN FUNDS | $153,640 | $152,923 |
| 7996 PRUDENTIAL INVESTMENT PORTFOLIO | $79,290 | $76,125 |
| 12984 DOUBLE LINE TOTAL RETURN FUND | $143,460 | $141,266 |
| 5683 EATON VANCE FLOATING RATE FUND | ||
| 5601 JPM MLT SECURED INCOME FUND | ||
| 13673 RBC FUNDS TRUST | $138,138 | $135,496 |
| 10000 BANK OF AMERICA 6.625 PFD | $250,000 | $265,400 |
| 10000 JP MORGAN 6.7 PFD | $250,000 | $270,000 |
| 10000 JP MORGAN 6.3 PFD | $250,000 | $260,500 |
| 20000 REGIONS FINANCIAL BAR. PFD | $500,000 | $529,600 |
| 10836 JPM GLOBAL BOND OPPORTUNITY FD | $112,433 | $108,575 |
| 1371 COLUMBIA CONVERIBLE SECURITIES | ||
| 10000 JP MORGAN CHASE 3.125 PFD | $250,000 | $253,500 |
| 174820 URBAN EDGE PROPERTIES | $942,678 | $4,150,227 |
| 10000 JP MORGAN CHASE 6.125 | $250,000 | $253,500 |
| 5000 JP MORGAN CHASE 6.1 PFD | $125,000 | $126,550 |
| 5356 NEUBERGER BERMAN INCOME FUNDS | $51,600 | $50,184 |
| 6927 PIMCO MORTGAGE OPPURTUNITY | $77,236 | $76,820 |
| 4981 BLACKROCK FUNDS II | $51,102 | $50,260 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,672,709 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,077,259 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISRAEL BONDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,534,770 | BookValueAmt |
| EOYFMV | $1,684,000 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE EQUIPMENT | CategoryOrItemTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE | $19,449 | $19,449 |
| INSURANCE | $8,048 | $8,048 |
| DUE AND SUBSCRIPTION | $10,000 | $10,000 |
| PROMOTION | $53,024 | $53,024 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $215,000 | Amt |
| Net Investment Income | $215,000 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $76,000 | Amt |
Comments