WILF FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WILF FAMILY FOUNDATION (EIN 22-6075840)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2014-01-17
- IRS object ID
- 201400179349100600
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Contractor Compensation Expln
- Depreciation Schedule
- Employee Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-17T11:50:40-06:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEIDICH & COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CENTRAL AVE SUITE 102 | AddressLine1 |
| City | MOUNTAINSIDE | City |
| State | NJ | State |
| ZIP Code | 070921961 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226075840 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILF FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILF | NameControl |
| Phone | 9086547010 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 MORRIS TURNPIKE | AddressLine1 |
| City | SHORT HILLS | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEONARD WILF | Name |
| Title | TRUSTEE | Title |
| Phone | 9086547010 | Phone |
| Date Signed | 2013-12-11 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES TARLOWE | Name |
| Phone | 9086547010 | Phone |
| Date Prepared | 2014-01-17 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 115780969 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3860000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 4811771 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4811771 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -476573 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 11973168 | GrossSalesPrice |
| Total Revenue And Expenses | 8195198 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4811771 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 97954 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 97954 | OthEmplSlrsWgsNetInvstIncm |
| Pension Empl Bnft Rev And Expnss | 8279 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 8279 | PensionEmplBnftNetInvstIncm |
| Accounting Fees Rev And Expnss | 12500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 12500 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 165000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 165000 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 44456 | TaxesRevAndExpnss |
| Deprec And Depletion Rev And Expnss | 1768 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 1768 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 22727 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 22727 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 352684 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 308228 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 7660095 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 7660095 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 8012779 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 308228 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 7660095 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 182419 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4503543 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 6274042 | CashBOY |
| Cash EOY | 5877664 | CashEOY |
| Cash EOYFMV | 5877664 | CashEOYFMV |
| Prepaid Expenses BOY | 77456 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 63000 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 63000 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 26204942 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 20892739 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 23064849 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 24649950 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 30130292 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 70297975 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 12750507 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 14370884 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 14143481 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 2779770 | InvestmentsOtherBOY |
| Investments Other EOY | 2084770 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2234000 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 30708 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 30708 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 1768 | LandBuildingAndEquipmentBOY |
| Other Assets BOY | 600000 | OtherAssetsBOY |
| Other Assets EOY | 100000 | OtherAssetsEOY |
| Other Assets EOYFMV | 100000 | OtherAssetsEOYFMV |
| Total Assets BOY | 73338435 | TotalAssetsBOY |
| Total Assets EOY | 73519349 | TotalAssetsEOY |
| Total Assets EOYFMV | 115780969 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 2856 | AccountsPayableBOY |
| Accounts Payable EOY | 635 | AccountsPayableEOY |
| Total Liabilities BOY | 2856 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 635 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 73335579 | UnrestrictedBOY |
| Unrestricted EOY | 73518714 | UnrestrictedEOY |
| Total Net Assets BOY | 73335579 | TotalNetAssetsBOY |
| Total Net Assets EOY | 73518714 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 73338435 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 73519349 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 73335579 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 182419 | ExcessOfRevenueOverExpenses |
| Other Increases | 716 | OtherIncreases |
| Subtotal | 73518714 | Subtotal |
| Total Net Assets Fund Balances EOY | 73518714 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (52 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 125000 ISRAEL BONDS | P | 2001-02-01 | 2013-02-08 | 125000 | 125000 | ||
| 911 GNMA 207264 8 1/2 17 | P | 1991-07-30 | 2013-10-31 | 911 | 911 | ||
| 250000 RITE AID 9 3/4 16 | P | 2011-04-13 | 2013-02-21 | 261250 | 282500 | -21250 | -21250 |
| 1097 JPM MLT SECURED INCOME FUND | P | 2013-03-01 | 2013-06-10 | 11168 | 11223 | -55 | -55 |
| 200000 ISRAEL BONDS | P | 2001-03-01 | 2013-03-15 | 200000 | 200000 | ||
| 138 GNMA 313172 8 1/2 21 | P | 1991-07-30 | 2013-10-31 | 137 | 138 | -1 | -1 |
| 45537 JPM SHORT DURATION BOND FUND | P | 2009-09-29 | 2013-02-21 | 500000 | 495537 | 4463 | 4463 |
| 983 JPM MLT SECURED INCOME FUND | P | 2013-03-01 | 2013-06-24 | 9918 | 10166 | -248 | -248 |
| 100000 ISRAEL BONDS | P | 2001-06-01 | 2013-06-03 | 100000 | 100000 | ||
| 700 GNMP 00 1843 7 1/2 22 | P | 2002-06-05 | 2013-10-31 | 699 | 695 | 4 | 4 |
| 250000 CITI GROUP 5/2 13 | P | 2012-01-10 | 2013-04-11 | 250000 | 257500 | -7500 | -7500 |
| 1000 PIMCO UNCONSTRAINED BOND FUND | P | 2013-03-01 | 2013-06-24 | 11270 | 11580 | -310 | -310 |
| 20000 ISRAEL BONDS | P | 2001-07-15 | 2013-07-25 | 20000 | 20000 | ||
| 950 FNMA 61E 7 1/2 24 | P | 1996-06-06 | 2013-10-31 | 950 | 926 | 24 | 24 |
| 250000 REGIONS FINANCIAL 4 7/8 13 | P | 2010-06-15 | 2013-04-26 | 250000 | 251875 | -1875 | -1875 |
| 2624 PRUDENTIAL INVESTMENT PORTFOLIO | P | 2013-03-01 | 2013-06-24 | 25554 | 26236 | -682 | -682 |
| 250000 ISRAEL BONDS | P | 2001-10-01 | 2013-10-11 | 250000 | 250000 | ||
| 301 FNMA 52 G 6 19 | P | 1996-02-08 | 2013-10-31 | 361 | 348 | 13 | 13 |
| 250000 TEXTRON FINANCIAL 5.4 13 | P | 2010-09-12 | 2013-04-29 | 250000 | 264062 | -14062 | -14062 |
| 2926 JPM MLT SECURED INCOME FUND | P | 2013-03-01 | 2013-07-07 | 29536 | 29935 | -399 | -399 |
| 500 CALL VORNADO 80 JAN SHORT | P | 2013-01-17 | 2012-10-03 | 147991 | 151573 | -3582 | -3582 |
| 872360 GNMA 10 PA 4 1/2 30 | P | 2009-04-05 | 2013-10-31 | 872360 | 900713 | -28353 | -28353 |
| 1496 BANK ONE CAPITAL TR VI 7.2 PFD | P | 2001-07-12 | 2013-05-08 | 37400 | 37400 | ||
| 1797 PIMCO UNCONSTRAINED BOND FUND | P | 2013-03-01 | 2013-09-03 | 20059 | 20814 | -755 | -755 |
| 500 CALL VORNADO 80 MAR SHORT | P | 2013-01-21 | 2013-01-07 | 142936 | 241790 | -98854 | -98854 |
| 1326412 GNMA 22 GA 4 1/2 35 | P | 2009-04-07 | 2013-10-31 | 1326412 | 1377812 | -51400 | -51400 |
| 250000 DUKE REALTY 6 1/4 13 | P | 2010-02-02 | 2013-05-15 | 250000 | 266310 | -16310 | -16310 |
| 4095 DOUBLELINE TOTAL RETURN FUND | P | 2013-03-01 | 2013-10-02 | 44877 | 46518 | -1641 | -1641 |
| 500 CALL VORNADO 80 JUNE SHORT | P | 2013-04-10 | 2013-01-23 | 282773 | 392005 | -109232 | -109232 |
| 4577 FNMM 255E 7.1 23 | P | 1997-11-25 | 2013-10-31 | 4576 | 4560 | 16 | 16 |
| 200000 GMAC 5.7 19 | P | 2004-02-07 | 2013-07-13 | 200000 | 200000 | ||
| 500 CALL VORNADO 85 SEPT SHORT | P | 2013-04-11 | 2013-09-18 | 227990 | 131016 | 96974 | 96974 |
| 1347644 GNMA 11CE 5 32 | P | 2009-03-05 | 2013-10-31 | 1347644 | 1398183 | -50539 | -50539 |
| 5257 WELLS FARGO 5 1/8 PFD | P | 2012-11-13 | 2013-07-18 | 120066 | 131425 | -11359 | -11359 |
| 5000 JP MORGAN CAPITAL 7 PFD | P | 2002-01-25 | 2013-05-08 | 125000 | 125000 | ||
| 1935782 GNMA 38BC 5 33 | P | 2009-04-07 | 2013-10-31 | 1935782 | 2022894 | -87112 | -87112 |
| 236 VALLEY NATIONAL BANK 7 3/4 PFD | P | 2001-10-31 | 2013-07-21 | 5900 | 5900 | ||
| 5000 JP MORGAN CAPITAL XI 5 7/8 PFD | P | 2003-06-02 | 2013-05-08 | 125000 | 125000 | ||
| 91075 FMAC 3393BY 5 1/2 37 | P | 2008-02-05 | 2013-10-31 | 91075 | 89253 | 1822 | 1822 |
| 250000 WINDSTREAM 8 1/8 13 | P | 2011-09-20 | 2013-08-01 | 250000 | 266875 | -16875 | -16875 |
| 5000 JP MORGAN CAPITAL XIV 6 1/2 PFD | P | 2004-09-22 | 2013-05-08 | 125000 | 125000 | ||
| 250000 MORGAN STANLEY 5 1/4 12 | P | 2011-12-09 | 2012-11-02 | 250000 | 251500 | -1500 | -1500 |
| 5000 GMAC 7.35 PFD | P | 2005-06-06 | 2013-09-09 | 125000 | 125000 | ||
| 57073 FHLMC 1486D 7 23 | P | 1993-04-30 | 2013-10-31 | 57074 | 55931 | 1143 | 1143 |
| 7000 BAC CAPITAL TRUST III 7 PFD | P | 2001-09-07 | 2012-11-05 | 175000 | 175000 | ||
| 12743 WELLS FARGO 5 1/8 PFD | P | 2012-11-13 | 2013-09-20 | 263143 | 318575 | -55432 | -55432 |
| 126800 FHLMC 2104Z 6 1/2 28 | P | 1999-02-23 | 2013-10-31 | 126799 | 123959 | 2840 | 2840 |
| 5000 BAC CAPITAL TRUST III 7 PFD | P | 2002-12-16 | 2012-11-05 | 125000 | 125000 | ||
| 500000 CINCINNATI BELL 8 1/4 17 | P | 2013-06-21 | 2013-10-12 | 520625 | 526250 | -5625 | -5625 |
| 50757 FHLMC 1579 PM 6.7 23 | P | 1993-09-30 | 2013-10-31 | 50757 | 49678 | 1079 | 1079 |
| 10000 GENERAL ELECTRIC CAPITAL 6.1 P | P | 2002-11-01 | 2013-01-02 | 250000 | 250000 | ||
| 2007 VALLEY NATIONAL BANK 7 3/4 PFD | P | 2001-10-31 | 2013-10-25 | 50175 | 50175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -476573 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -192700 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 7367912 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 112351456 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.065579 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5561143 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 114499508 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048569 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 5280694 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 107465670 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049138 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5180609 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 98889058 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.052388 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2221462 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 114244548 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.019445 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.235119 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047024 | AverageDistributionRatio |
| Net Noncharitable Assets | 112046667 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5268882 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 45035 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 5313917 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 7760095 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 45035 | InvestmentIncomeExciseTax |
| Subtotal | 45035 | Subtotal |
| Tax Based On Investment Income | 45035 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 107944 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 107944 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 62909 | Overpayment |
| Amount Credited To Next Year | 62909 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | NEIDICH AND COMPANY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9086547010 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CENTRAL AVENUE | AddressLine1 |
| City | MOUNTAINSIDE | City |
| State | NJ | State |
| ZIP Code | 07092 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JOSEPH WILF | ||||||||
| 945 WESTMINSTER AVE | HILLSIDE | NJ | 07205 | TRUSTEE/CHAI | 1.00 | 0 | 0 | 0 |
| ELIZABETH WILF | ||||||||
| 945 WESTMINSTER AVE | HILLSIDE | NJ | 07205 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| LEONARD WILF | ||||||||
| 880 5TH AVE APT 11F | NEW YORK | NY | 10021 | TRUSTEE/PRES | 1.00 | 0 | 0 | 0 |
| ZYGMUNT WILF | ||||||||
| 500 ASHWOOD RD | SPRINGFIELD | NJ | 07081 | TRUSTEE/VP | 1.00 | 0 | 0 | 0 |
| MARK WILF | ||||||||
| 6 LOCKHERN COURT | LIVINGSTON | NJ | 07039 | TRUSTEE/SEC | 1.00 | 0 | 0 | 0 |
| ORIN WILF | ||||||||
| 170 EAST END AVE APT 7C | NEW YORK | NY | 10128 | TRUSTEE/TREA | 1.00 | 0 | 0 | 0 |
| JASON WILF | ||||||||
| 39 EAST 29TH STREET | NEW YORK | NY | 10016 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JEFFREY WILF | ||||||||
| 280 PARK AVE SOUTH APT 25A | NEW YORK | NY | 10010 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JONATHAN WILF | ||||||||
| 500 ASHWOOD RD | SPRINGFIELD | NJ | 07081 | TRUSTEE | 1.00 | 0 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY ELLEN LAWRENCE | Name |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 MORRIS TURNPIKE | AddressLine1 |
| City | SHORT HILLS | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATO | Title |
| Average Hours Per Week | 40.00 | AverageHoursPerWeek |
| Compensation | 97954 | Compensation |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELIN CONSULTING | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 638 HANLEY AVE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | CONSULTING | TypeOfService |
| Compensation | 165000 | Compensation |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 100,000 0% INTEREST LOAN MADE TO JEWISH EDUCATIONAL CENTER OF ELIZABETH, NJ | Description1 |
| Amount1 | 100000 | Amount1 |
| Total | 100000 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 107514108 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6075853 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 163000 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 113752961 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 113752961 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1706294 | CashDeemedCharitable |
| Net Noncharitable Assets | 112046667 | NetNoncharitableAssets |
| Minimum Investment Return | 5602333 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5602333 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 45035 | TaxBasedOnInvestmentIncome |
| Total Tax | 45035 | TotalTax |
| Distributable Amount Before Adj | 5557298 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 5557298 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 5557298 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 7660095 | ExpensesAndContributions |
| Program Related Investments Total | 100000 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 7760095 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 45035 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 7715060 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5557298 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 404728 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 73932 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 1837475 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2316135 | TotalExcessDistriCarryover |
| Qualifying Distributions | 7760095 | QualifyingDistributions |
| Applied To Current Year | 5557298 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2202797 | RemainingDistriFromCorpus |
| Total Corpus | 4518932 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 4518932 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 404728 | ExcessFromYear4 |
| Excess From Year3 | 73932 | ExcessFromYear3 |
| Excess From Year1 | 1837475 | ExcessFromYear1 |
| Excess From Current Year | 2202797 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH WILF | ContributingManager |
| Contributing Manager | LEONARD WILF | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (118 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| AM SOCIETY FOR YAD VASHEM | |||||||||
| AMERICAN SOCIETY FOR YAD VASHEM | 500 FIFTH AVENUE | NEW YORK | NY | 10110 | NONE | PUBLIC | UNRESTRICTED | $1,139,600 | |
| AMERICAN CANCER SOCIETY | |||||||||
| AMERICAN CANCER SOCIETY | 986 SOUTH SPRINGFIELD AVE | SPRINGFIELD | NJ | 07281 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| AMERICAN CONFERENCE ON DI | |||||||||
| AMERICAN CONFERENCE ON DIVERSITY | 109 CHURCH STREET | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC | UNRESTRICTED | $8,000 | |
| AMERICAN JEWISH JOINT DIS | |||||||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | 132 EAST 43RD STREET | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $70,000 | |
| AMERICAN JEWISH LEAGUE FO | |||||||||
| AMERICAN JEWISH LEAGUE FOR ISRAEL | 400 N FLAGER DRIVE PH D4 | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| ANTI DEFAMATION LEAGUE | |||||||||
| ANTI DEFAMATION LEAGUE | 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PUBLIC | UNRESTRICTED | $51,000 | 9TH FLOOR |
| APPEAL OF CONSCIENCE FDN | |||||||||
| APPEAL OF CONSCIENCE FOUNDATION | 119 WEST 57TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| BOYS TOWN OF JERUSALEM F | |||||||||
| BOYS TOWN OF JERUSALEM FOUNDATION | 12 WEST 31ST STREET | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $3,000 | SUITE 300 |
| BRIS AVROHOM | |||||||||
| BRIS AVROHOM | 910 SALEM AVENUE | HILLSIDE | NJ | 07205 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| BROOKDALE COMMUNITY COLLEGE FOUNDAT | |||||||||
| BROOKDALE COMMUNITY COLLEGE FOUNDATION | 765 NEWMAN SPRINGS ROAD | LINCROFT | NJ | 07738 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| CARL SCHURZ PARK CONVERVA | |||||||||
| CARL SCHURZ PARK CONSERVANCY | 217 E 85TH STREET | NEW YORK | NY | 10028 | NONE | PUBLIC | UNRESTRICTED | $5,000 | PMB116 |
| CENTER FOR JEWISH HISTORY | |||||||||
| CENTER FOR JEWISH HISTORY | 15 W 16TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| CEREBRAL PALSY OF NORTH J | |||||||||
| CEREBRAL PALSY OF NORTH JERESY | 220 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | PUBLIC | UNRESTRICTED | $2,000 | SUITE 300 |
| CONFERENCE OF PRESIDENTS | |||||||||
| CONFERENCE OF PRESIDENTS | 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $28,000 | 21ST FLOOR |
| CONGREGATION RINAT ISRAEL | |||||||||
| CONGREGATION RINAT ISRAEL | 389 WEST ENGLEWOOD AVENUE | TEANECK | NJ | 07666 | NONE | PUBLIC | UNRESTRICTED | $400 | |
| CURE BREAST CANCER FOUNDA | |||||||||
| CURE BREAST CANCER FOUNDATION | 1122 CLIFTON AVENUE | CLIFTON | NJ | 07013 | NONE | PUBLIC | UNRESTRICTED | $10,500 | |
| DAUGHTERS OF ISRAEL | |||||||||
| DAUGHTERS OF ISRAEL | 1155 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| FRESH AIR FUND | |||||||||
| FRESH AIR FUND | 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| FRIENDS OF HUDSON RIVER P | |||||||||
| FRIENDS OF HUDSON RIVER PARK | 311 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCE | |||||||||
| FRIENDS OF THE ISRAEL DEFENSE FORCES | 350 FIFTH AVENUE | NEW YORK | NY | 10118 | NONE | PUBLIC | UNRESTRICTED | $8,600 | SUITE 2011 |
| FRIENDS OF TRANQUILITY CA | |||||||||
| FRIENDS OF TRANQUILITY CAMP | P O BOX 378 | WOODMERE | NY | 11598 | NONE | PUBLIC | UNRESTRICTED | $250 | |
| GOLDA OCH ACADEMY | |||||||||
| GOLDA OCH ACADEMY | 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | NONE | PUBLIC | UNRESTRICTED | $200,000 | |
| GRACIE MANSION CONSERRVANCY | |||||||||
| GRACIE MANSION CONSERVANCY | 88TH STREET AT EAST END | NEW YORK | NY | 10128 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| HADASSAH | |||||||||
| HADASSAH | 50 WEST 58TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | UNRESTRICTED | $1,500 | |
| HOLOCAUST RESOURCE FDN | |||||||||
| HOOCAUST RESOURCE FOUNDATION | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| INSTITUTE FOR CHILDREN WI | |||||||||
| INSTITUTE FOR CHILDREN WITH CANCER & BLOOD DISORDE | 121 SOMERSET STREET | NEW BRUNSWICK | NJ | 08903 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| INTERFAITH HOSPITALITY NE | |||||||||
| INTERFAITH HOSPITALITY NETWORK | 46 PARK STREET | MONCLAIR | NJ | 07042 | NONE | PUBLIC | UNRESTRICTED | $6,000 | |
| JEWISH AGENCY FOR ISRAEL | |||||||||
| JEWISH AGENCY FOR ISRAEL | 633 THIRD AVENUE NO | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| JEWISH COMMUNITY CENTER | |||||||||
| JEWISH COMMUNITY CENTER OF CENTRAL NEW JERSEY | 1391 MARTINE AVENUE | SCOTCH PLAINS | NJ | 07076 | NONE | PUBLIC | UNRESTRICTED | $65,000 | |
| JEWISH EDUCATIONAL CENTER | |||||||||
| JEWISH EDUCATIONAL CENTER | 330 ELMORA AVENUE | ELIZABETH | NJ | 07208 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| JEWISH FAMILY SERVICE | |||||||||
| JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY | 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| JEWISH FEDERATION OF GREA | |||||||||
| JEWISH FEDERATION OF GREATER MONMOUTH COUNTY | 100 US HIGHWAY 9 SUITE 7 | MANALPAN | NJ | 07726 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| JEWISH FEDERATION OF GREATER METRO | |||||||||
| JEWISH FEDERATION OF GREATER METRO WEST | 901 ROUTE 10 | WHIPPANY | NJ | 07981 | NONE | PUBLIC | UNRESTRICTED | $293,000 | |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | |||||||||
| JEWISH FOUNDATION FOR THE RIGHTEOUS | 305 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $10,000 | 19TH FLOOR |
| JEWISH MUSEUM | |||||||||
| JEWISH MUSEUM | 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | UNRESTRICTED | $100,000 | |
| JEWISH NATIONAL FUND | |||||||||
| JEWISH NATIONAL FUND | 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| JEWISH THEOLOGICAL SEMINA | |||||||||
| JEWISH THEOLOGICAL SEMINARY | 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| JOHN F KENNEDY CENTER FOR THE PERFO | |||||||||
| JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | PUBLIC | UNRESTRICTED | $1,500 | |
| JUDAIC RESEARCH INSTITUTE | |||||||||
| JUDAIC RESEARCH INSTITUTE | 747 LIVINGSTON ROAD | ELIZABETH | NJ | 07208 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| KEAN UNIVERSITY FOUNDATIO | |||||||||
| KEAN UNIVERSITY FOUNDATION | 1000 MORRIS AVENUE | UNION | NJ | 07083 | NONE | PUBLIC | UNRESTRICTED | $1,000 | T-130 |
| L A MUSEUM OF THE HOLOCAU | |||||||||
| LOS ANGELES MUSEUM OF THE HOLOCAUST | 100 THE GROVE DRIVE | LOS ANGELES | CA | 90036 | NONE | PUBLIC | UNRESTRICTED | $100,000 | |
| LEUKEMIA & LYMPHOMA SOCIE | |||||||||
| LEUKEMIA & LYMPHOMA SOCIETY | 1311 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| LINCOLN CENTER FOR THE PERFORMING A | |||||||||
| LINCOLN CENTER FOR THE PERFORMING ARTS | 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | UNRESTRICTED | $35,000 | |
| LIVINGSTON SYMPHONY ORCHE | |||||||||
| LIVINGSTON SYMPHONY ORCHESTRA | P O BOX 253 | LIVINGSTON | NJ | 07039 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| MACCABI SPORTS FOR ISRAEL | |||||||||
| MACCABI SPORTS FOR ISRAEL | 1926 ARCH STREET 4R | PHILADELPHIA | PA | 19103 | NONE | PUBLIC | UNRESTRICTED | $21,500 | |
| METROPOLITAN MUSEUM OF AR | |||||||||
| METROPOLITAN MUSEUM OF ART | 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC | UNRESTRICTED | $17,500 | |
| MINNEAPOLIS JEWISH FEDERA | |||||||||
| MINNEAPOLIS JEWISH FEDERATION | 13100 WAYZATA BLVD | MINNETONKA | MN | 55305 | NONE | PUBLIC | UNRESTRICTED | $13,000 | |
| NATIONAL SEPTEMBER 11 MEMORIAL & MU | |||||||||
| NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM | ONE LIBERTY PLAZA | NEW YORK | NY | 10006 | NONE | PUBLIC | UNRESTRICTED | $2,500 | 20TH FLOOR |
| NEW YORK UNIVERSITY | |||||||||
| NEW YORK UNIVERSITY | 25 WEST FOURTH STREET | NEW YORK | NY | 10012 | NONE | PUBLIC | UNRESTRICTED | $2,000,000 | SUITE 201A |
| NEWARK ACADEMY | |||||||||
| NEWARK ACADEMY | 91 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | PUBLIC | UNRESTRICTED | $250,000 | |
| NY WEILL CORNELL MED CTR | |||||||||
| NEW YORK WEILL CORNELL MEDICAL CENTER | 525 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC | UNRESTRICTED | $900,000 | |
| PRINCETON UNIVERSITY | |||||||||
| PRINCETON UNIVERSITY | 330 ALEXANDER STREET | PRINCETON | NJ | 08540 | NONE | PUBLIC | UNRESTRICTED | $4,000 | |
| PRESIDENTS AND FELLOWS OF HARVARD C | |||||||||
| PRESIDENTS AND FELLOWS OF HARVARD COLLEGE | 1033 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | UNRESTRICTED | $14,000 | SUITE 3 |
| RABBINICAL COLLEGE OF AME | |||||||||
| RABBINICAL COLLEGE OF AMERICA | PO BOX 1996 | MORRISTOWN | NJ | 07962 | NONE | PUBLIC | UNRESTRICTED | $150,000 | |
| RANDALL'S ISLAND SPORTS F | |||||||||
| RANDALL'S ISLAND SPORTS FOUNDATION | 24 W 61ST STREET | NEW YORK | NY | 10023 | NONE | PUBLIC | UNRESTRICTED | $5,000 | 4TH FLOOR |
| RUTGERS HILLEL | |||||||||
| RUTGERS HILLEL | 93 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC | UNRESTRICTED | $36,000 | |
| ST BARNABAS MEDICAL CENTER FOUNDATI | |||||||||
| ST BARNABAS MEDICAL CENTER FOUNDATION | 95 OLD SHORT HILLS ROAD | LIVINGSTON | NJ | 07039 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| SUTTON PLACE SYNAGOGUE | |||||||||
| SUTTON PLACE SYNAGOGUE | 225 EAST 51ST STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| TEACH FOR AMERICA | |||||||||
| TEACH FOR AMERICA | 315 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| TEMPLE BETH DAVID | |||||||||
| TEMPLE BETH DAVID | 4657 HOOD ROAD | PALM BEACH GARDENS | FL | 33418 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| TEMPLE ISRAEL | |||||||||
| TEMPLE ISRAEL | 2324 EMERSON AVENUE SOUTH | MINNEAPOLIS | MN | 55405 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| THE DOE FUND | |||||||||
| THE DOE FUND | 232 EAST 84TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC | UNRESTRICTED | $3,500 | |
| TRINITAS HEALTH FOUNDATIO | |||||||||
| TRINITAS HEALTH FOUNDATION | 225 WILLIAMSON ROAD | ELIZABETH | NJ | 07202 | NONE | PUBLIC | UNRESTRICTED | $30,000 | |
| U S HOLOCAUST MEMORIAL | |||||||||
| US HOLOCAUST MEMORIAL & MUSEUM | 100 RAOUL WALLENBERG PLAC | WASHINGTON | DC | 20024 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| UNITED JEWISH APPEAL | |||||||||
| UNITED JEWISH APPEAL/JEWISH FEDERATION | 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | UNRESTRICTED | $5,000 | SUITE 874B |
| UNITED JEWISH FUND AND COUNCIL | |||||||||
| UNITED JEWSIH FUND AND COUNCIL | 790 SOUTH CLEVELAND | ST PAUL | MN | 55116 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| UNIVERSITY OF PENNSYLVANIA | |||||||||
| UNIVERSITY OF PENNSYLVANIA | 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC | UNRESTRICTED | $1,000,000 | |
| YESHIVA UNIVERSITY | |||||||||
| YESHIVA UNIVERSITY | 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PUBLIC | UNRESTRICTED | $52,000 | |
| YM-YWHA OF UNION COUNTY | |||||||||
| YM-YWHA OF UNION COUNTY | 501 GREEN LANE | UNION | NJ | 07083 | NONE | PUBLIC | UNRESTRICTED | $33,100 | |
| UNITED WAY | |||||||||
| UNITED WAY | 33 WEST GRAND STREET | ELIZABETH | NJ | 07202 | NONE | PUBLIC | UNRESTRICTED | $200,000 | |
| BIRTHRIGHT | |||||||||
| BIRTHRIGHT | 33 EAST 33RD STREET | NEW YORK | NY | 10016 | NONE | PUBLIC | UNRESTRICTED | $100,000 | |
| PARK EAST SYNAGOGUE | |||||||||
| PARK EAST SYNAGOGUE | 163 EAST 67TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC | NON RESTRICTED | $58,500 | |
| AMERICAN VOICES | |||||||||
| AMERICAN VOICES | 633 3RD AVENUE FL 21 | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| CITY HARVEST | |||||||||
| CITY HARVEST | 6 EAST 32ND STREET 5TH FL | NEW YORK | NY | 10016 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| FRIENDS OF PROJECT HEART | |||||||||
| FRIENDS OF PROJECT HEART | 600 A B DATA DRIVE | MILWAUKEE | WI | 53217 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| ISRAEL EMERGENCY ALLIANCE | |||||||||
| ISRAEL EMERGENCY ALLAINCE | PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| SUNRISE DAY CAMP | |||||||||
| UNRISE DAY CAMP | 15 NEIL COURT | OCEANSIDE | NY | 11572 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| INVESTIGATIVE PROJECT FOR TERRORISM | |||||||||
| INVESTIGATIVE PROJECT FOR TERRORISM FOUNDATION | 5505 CONNECTICUT AVE NW | WASHINGTON | DC | 20015 | NONE | PUBLIC | UNRESTRICTED | $10,000 | SUITE 341 |
| ISRAEL CENTER FOR EXCELLENCE THROUG | |||||||||
| ISRAEL CENTER FOR EXCELLNACE THROUGH EDUCATION | 211 E CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | PUBLIC | UNRESTRICTED | $10,000 | SUITE 1020 |
| JEWISH FAMILY SERVICES OF METROWEST | |||||||||
| JEWISH FAMILY SERVICES OF METROWEST | 256 COLUMBIA TURNPIKE | FLORHAM PARK | NJ | 07932 | NONE | PUBLIC | UNRESTRICTED | $10,000 | SUITE 105 |
| JEWISH LIFE FOUNDATION | |||||||||
| JEWISH LIFE FOUNDATION | 16501 VENTURA BLVD | ENCINO | CA | 91436 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| SILVER SHIELD FOUNDATION | |||||||||
| SILVER SHIELD FOUNDATION | 870 UNIRED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| STERN COLLEGE FOR WOMEN | |||||||||
| STERN COLLEGE FOR WOMEN | 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PUBLIC | UNRESTRICTED | $7,500 | |
| SABES JCC | |||||||||
| SABES JCC | 433 SOUTH CEDAR LAKE ROAD | MINNEAPOLIS | MN | 55416 | NONE | PUBLIC | UNRESTRICTED | $6,000 | |
| PARTNERSHIP FOR JEWISH LEARNING | |||||||||
| PARTNERSHIP FOR JEWISH LEARNING | 901 ROUTE 10 | WHIPPANY | NJ | 07981 | NONE | PUBLIC | UNRESTRICTED | $5,645 | |
| FRIENDS OF JERUSALEM COLLEGE OF TEC | |||||||||
| FRIENDS OF JERUSALEM COLLEGE OF TECHNOLOGY | 358 FIFTH AVENUE STE 1406 | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| ASSOCIATION OF FUNDRAISING PROFESSI | |||||||||
| ASSOCIATION OF FUNDRAISING PROFESSIONALS | 4300 WILSON BLVD STE 300 | ARLINGTON | VA | 22203 | NONE | PUBLIC | UNRESTRICTED | $3,500 | |
| ATHLETES IN ACTION | |||||||||
| ATHLETES IN ACTION | 100 LAKE HART DRIVE 2200 | ORLANDO | FL | 32832 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| EINSTEIN COLLEGE OF MEDICINE | |||||||||
| EINSTEIN COLLEGE OF MEDICINE | 1300 MORRIS PARK AVENUE | BRONX | NY | 10461 | PUBLIC | GENERAL | UNRESTRICTED | $2,500 | |
| FOLKS BIENE YIDDISH THEATRE | |||||||||
| FOLKS BIENE YIDDISH THEATRE | 135 WEST 29TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| JEWISH HISTORICAL SOCIETY OF METROW | |||||||||
| JEWISH HISTORICAL SOCIETY OF METRO WEST | 901 ROUTE 10 | WHIPPANY | NJ | 07981 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| MAKE A WISH FOUNDATION OF NJ | |||||||||
| MAKE A WISH FOUNDATION OF NJ | 1347 PERRINEVILLE ROAD | MONROE TWP | NJ | 08831 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| CONGEGATION BEIS YISROEL | |||||||||
| CONGREGATION BEIS YISROEL | 2835 SALEM AVENUE | ST LOUIS PARK | MN | 55416 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| JEWISH FEDERATION OF GREATER MIDDLE | |||||||||
| JEWISH FEDERATION OF GREATER MIDDLESEX | 230 OLD BRIDGE TURNPIKE | SOUTH RIVER | NJ | 08882 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| JERUSALEM FOUNDATION | |||||||||
| JERUSALEM FOUNDATION | 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | NONE | PUBLIC | UNRESTRICTD | $1,500 | |
| ACHIEVE MINNEAPOLIS | |||||||||
| ACHIEVE MINNEAPOLIS | 111 THIRD AVENUE SOUTH | MINNEAPOLIS | MN | 55401 | NONE | PUBLIC | UNRESTRICTED | $1,000 | SUITE 5 |
| AMERICAN FRIENDS OF THE HEBREW UNIV | |||||||||
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | ONE BATTERY PARK PLAZA | NEW YORK | NY | 10004 | NONE | PUBLIC | UNRESTRICTED | $1,000 | 25TH FL |
| ARIZONA COMMUNITY FOUNDATION | |||||||||
| ARIZONA COMMUNITY FOUNDATION | 2201 E CAMELBACK ROAD | PHOENIX | AZ | 85016 | NONE | PUBLIC | GENERAL | $1,000 | STE 202 |
| BARON HIRSCH CONGREGATION | |||||||||
| BARON HIRSCH CONGREGATION | 400 S YATES ROAD | MEMPHIS | TN | 38120 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| CURE PSP | |||||||||
| CURE PSP | 30 EAST PADONIA ROAD | TIMONIUM | MD | 21093 | NONE | PUBLIC | UNRESTRICTED | $1,000 | SUITE 201 |
| HOSPICE OF CITRUS COUNTY | |||||||||
| HOSPICE OF CITRUS COUNTY | 3264 W AUDUBORN PARK PATH | LECANTO | FL | 34461 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| FOUNTAIN HOUSE | |||||||||
| FOUNTAIN HOUSE | 425 WEST 47TH STREET | NEW YORK | NY | 10036 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| JEWISH CHILDREN'S MUSEUM | |||||||||
| JEWISH CHILDREN'S MUSEUM | 792 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| LISA B FISHMAN FOUNDATION | |||||||||
| LISA B FISHMAN FOUNDATION | 11 WEDGEWOOD DRIVE | MONTVILLE | NJ | 07045 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| MACCABI WORLD UNION | |||||||||
| MACCABI WORLD UNION | 15 W 36TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED | $1,000 | 13TH FLOOR |
| SAVE A CHILD'S HEART FOUNDATION | |||||||||
| SAVE A CHILD'S HEART FOUNDATION | 10050 CHAPEL ROAD | POTOMAC | MD | 20854 | NONE | PUBLIC | UNRESTRICTED | $1,000 | SUITE 18 |
| TORAH ACADEMY OF BERGEN COUNTY | |||||||||
| TORAH ACADEMY OF BERGEN COUNTY | 1600 QUEEN ANNE ROAD | TEANECK | NJ | 07666 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| TORAH ACADEMY OF MINNEAPOLIS | |||||||||
| TORAH ACADEMY OF MINNEAPOLIS | 2800 JOPPA AVENUE SOUTH | ST LOUIS PARK | MN | 55146 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| VOLUNTEER CENTER OF NORTH TEXAS | |||||||||
| VOLUNTEER CENTER OF NORTH TEXAS | 2800 LIVE OAK STREET | DALLAS | TX | 75204 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| AMERICAN FRIENDS OF BEIT OROT | |||||||||
| AMERICAN FRIENDS OF BEIT OROT | 27 MAPLE AVENUE | CEDARHURST | NY | 11516 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| CHEER ME UP FOUNDATION | |||||||||
| CHEER ME UP FOUNDATION | 540 MILL STREET | BELLEVILLE | NJ | 07109 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| EDISON DOMESTIC VIOLENCE RESPONSE T | |||||||||
| EDISON DOMESTIC VIOLENCE RESPONSE TEAM | 100 MUNICIPAL BLVD | EDISON | NJ | 08817 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| ENGLEWOOD HOSPITAL | |||||||||
| ENGLEWOOD HOSPITAL | 350 ENGLE STREET | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| HEBREW ACADEMY FOR SPECIAL CHILDREN | |||||||||
| HEBREW ACADEMY FOR SPECIAL CHILDREN | 5901 14TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| HELENE WHITMAN MEMORIAL CANCER FUND | |||||||||
| HELENE WHITMAN MEMORIAL CANCER FUND | 29 HANCE ROAD | FAIR HAVEN | NJ | 07704 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| ST MARY'S CHURCH | |||||||||
| ST MARY'S CHURCH | 26 LEONARDVILLE ROAD | NEW MONMOUTH | NJ | 07748 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| UNITED STATES SKI TEAM | |||||||||
| UNITED STATES SKI TEAM | PO BOX 100 | PARK CITY | UT | 84060 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| YESHIVA SHAAREI TZION | |||||||||
| YESHIVA SHAAREI TZION | 51 PARK AVENUE | PISCATAWAY | NJ | 08854 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 7660095 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,811,771 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$476,573 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,335,198 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4335198 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JHW CONSTRUCTION COMPANY | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 MORRIS TURNPIKE | AddressLine1 |
| City | SHORT HILLS | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 3860000 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 20000 SHARES IBM | NoncashPropertyDescription |
| Fair Market Value | 3860000 | FairMarketValue |
| Date Received | 2012-12-24 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $12,500 | Amount |
| Net Investment Income | 12500 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (9 entries)
| JOSEPH WILF |
| ELIZABETH WILF |
| LEONARD WILF |
| ZYGMUNT WILF |
| MARK WILF |
| ORIN WILF |
| JASON WILF |
| JEFFREY WILF |
| JONATHAN WILF |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Explanation ContractorCompExplanation
Contractor Name Business ContractorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELIN CONSULTING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | CONSULTING | Explanation |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | OFFICE EQUIP | DescriptionOfProperty |
| Date Acquired | 2008-01-01 | DateAcquired |
| Cost Or Other Basis | 30708 | CostOrOtherBasis |
| Prior Years Depreciation | 28940 | PriorYearsDepreciation |
| Computation Method | MACRS | ComputationMethod |
| Life | 5.0000 | Life |
| Current Year Expense | 1768 | CurrentYearExpense |
| Net Investment Income | 1768 | NetInvestmentIncome |
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Employee Name | MARY ELLEN LAWRENCE | EmployeeName |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (59 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 200000 DELPHI CORP 6 1/2 13 | 207113 | 9750 |
| 200000 GMAC 5.9 19 | ||
| 200000 TIME WARNER 6.95 28 | 198891 | 244602 |
| 200000 ALLY FINANCIAL 6 3/4 14 | 206005 | 210300 |
| 250000 ANADARKO PETROLEUM 5.95 16 | 271660 | 282418 |
| 250000 SUNOCO 5.75 17 | 268156 | 274860 |
| 250000 ALCOA 5.55 17 | 263275 | 269598 |
| 250000 PITNEY BOWES 4.75 18 | 263188 | 264148 |
| 250000 VIACOM 4.625 18 | 263525 | 274395 |
| 250000 POTASH CORP-SASKATCHEWAN 4.87 | 266218 | 275687 |
| 250000 ERP OPERATING 4.75 20 | 267365 | 274078 |
| 250000 L-3 COMMUNICATION 4.75 20 | 268460 | 263860 |
| 250000 JP MORGAN CHASE 4.4 20 | 261168 | 269972 |
| 250000 CREDIT SUISSE NEW YORK 4.375 | 261128 | 271918 |
| 250000 NEWELL RUBBERMAID 4.7 20 | 266575 | 267275 |
| 250000 ENTERGY 5.125 20 | 254012 | 265280 |
| 250000 CLIFFS NATURAL RESOURCES 4.8 | 259505 | 247195 |
| 250000 MATTEL 4.35 20 | 261065 | 265397 |
| 250000 CORN PRODUCTS INTERNATIONAL 4 | 262505 | 265975 |
| 250000 CANADIAN PACIFIC 4.45 23 | 260823 | 264442 |
| 250000 REGIONS FINANCIAL 4.875 13 | ||
| 250000 TEXTRON FINANCIAL 5.4 13 | ||
| 250000 DUKE REALTY 6.25 13 | ||
| 250000 FRONTIER COMMUNICATIONS 6.625 | 265625 | 262550 |
| 250000 UNION PACIFIC 4 21 | 269900 | 265593 |
| 250000 METLIFE 4.75 21 | 270612 | 275875 |
| 250000 CVS COREMARK 4.125 21 | 263875 | 265475 |
| 250000 AETNA 4.125 21 | 268428 | 264690 |
| 250000 VORNADO REALTY TRUST 4.25 15 | 257188 | 259033 |
| 250000 ROYAL BANK OF SCOTLAND 5 13 | 249688 | 250300 |
| 250000 RITE AID 9.75 16 | ||
| 250000 HUTCH WHAMPOA 6 49 | 260375 | 264985 |
| 500000 GE CAPITAL 6.375 67 | 520000 | 543750 |
| 250000 WINDSTREAM 8.125 13 | ||
| 250000 GOLDMAN SACHS GROUP 5.95 18 | 265290 | 286985 |
| 250000 AMGEN 4.1 21 | 270400 | 261258 |
| 250000 DOW CHEMICAL 4.125 21 | 268000 | 258412 |
| 250000 UNITED HEALTH GROUP 2.875 22 | 257053 | 240983 |
| 250000 MORGAN STANLEY 5.25 12 | ||
| 250000 CITI GROUP 5.5 13 | ||
| 104558 JP MORGAN TRUST I FLOATING RA | 1047755 | 1056038 |
| 250000 MORGAN STANLEY FLOAT RATE 14 | 242813 | 251117 |
| 250000 ICHAN ENTERPRISES 7.75 16 | 264375 | 257820 |
| 250000 ARCELOMITTAL 3.75 16 | 237500 | 257390 |
| 250000 GOLDMAN SACHS CAPITAL II 5.79 | 173750 | 185640 |
| 250000 EMBRAER OVERSEAS 6.375 17 | 274375 | 278415 |
| 250000 KELLOGG 4 20 | 284663 | 267165 |
| 250000 WALMART 4.25 21 | 291250 | 273442 |
| 250000 GENERAL MILLS 3.15 21 | 261693 | 249580 |
| 250000 AT&T 3 22 | 262585 | 235165 |
| 250000 CATERPILLAR 2.6 22 | 258330 | 237412 |
| 250000 PACIFIC GAS & ELEC 2.45 22 | 253740 | 227753 |
| 250000 CLOROX 3.05 22 | 258895 | 240685 |
| 250000 GENERAL ELECTRIC 2.7 22 | 261693 | 239917 |
| 250000 APACHE CORP 2.625 23 | 249921 | 233048 |
| 250000 FEDEX 2.7 23 | 254225 | 230160 |
| 600000 BANK OF AMERICA 8.125 49 | 556250 | 557950 |
| 355000 JP MORGAN CHASE VAR. RATE | 355000 | 344460 |
| 65000 JP MORGAN CHASE 5.15 49 | 65000 | 59285 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (77 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 13373 AT&T | 67294 | 484103 |
| 7072 VERIZON COOMUNICATIONS | 62386 | 357207 |
| 591 CENTURY LINK | 19805 | 20011 |
| 523856 VORNADO REALTY TRUST | 9110654 | 46392115 |
| 10000 PUTNAM PREMIER INCOME TRUST | 100002 | 53900 |
| 4375 VODAPHONE | 12286 | 161241 |
| 22230 PNC FINANCIAL SERVICES | 837605 | 1634572 |
| 3000 PUBLIC SERVICE ENTERPRISE GROUP | 39064 | 100500 |
| 521 WELLS FARGO | 99157 | 22241 |
| 8000 MERRILL LYNCH CAP TR IV 7.12 PF | 200000 | 201760 |
| 10983 BLACKROCK CORPORATE HIGH YIELD | 154272 | 80835 |
| 54458 IBM | 7478736 | 9759418 |
| 1496 BANK ONE CAPITAL TRUST 7.2 PFD | ||
| 5192 FRONTIER COMMUNICATIONS | 54118 | 22871 |
| 10000 GENERAL MOTORS 7 1/4 PFD | 126496 | |
| 7000 BAC CAPITAL TRUST III 7 PFD | ||
| 10000 STERLING BANCORP TR I 8 3/8 PF | 100000 | 103010 |
| 2243 VNB CAP TRUST I 7 3/4 PFD | ||
| 5000 BAC CAPITAL TRUST II 7 PFD | ||
| 5000 GMAC 7.35 PFD | ||
| 5000 GENERAL MOTORS 7 1/4 PFD | 63068 | |
| 5000 JP MORGAN CHASE CAPITAL X 7 PFD | ||
| 8000 FIRST NIAGRA FINANCIAL GROUP | 80000 | 88240 |
| 5000 M S CAP TRUST III 6 1/4 PFD | 125000 | 121100 |
| 5000 JP MORGAN CHASE CAP XI 5 7/8 PF | ||
| 4507 COMCAST | 34252 | 214533 |
| 5000 JP MORGAN CHASE CAP XIV 6.2 PF | ||
| 5000 GMAC 7 3/8 PFD | 125000 | 126550 |
| 5000 VORNADO REALTY TR SER G 6 5/8 P | 125000 | 119850 |
| 1000 LAZARD LTD | 25000 | 36850 |
| 161 PORTLAND GENERAL ELECTRIC | 4621 | |
| 1264 ALCATEL LUCENT | 21328 | 4841 |
| 48880 NEW YORK COMMUNITY BANCORP | 529500 | 792345 |
| 2200 VANGUARD NATURAL RESOURCES | 55300 | 61952 |
| 6000 AMR CORP 7 7/8 PFD | 150000 | 165186 |
| 10000 GENERAL MOTORS 7 3/8 PFD | 126496 | |
| 38000 GENERAL MOTORS 7 3/8 PFD | 480687 | |
| 10000 G E CAPITAL CORP 6.1 PFD | ||
| 20000 GENERAL MOTORS 7 1/2 PFD | 252993 | |
| 400 LUMBER LIQUIDATORS | 4400 | 45876 |
| 594 BOEING | 50000 | 77517 |
| 7307 CITIGROUP | 250000 | 356435 |
| 100215 JP MORGAN STRATEGIC INCOME OP | 1153736 | 1192561 |
| 52216 JP MORGAN SHORT DURATION BOND | 567606 | 570200 |
| 10000 VORNADO REALTY TRUST SERIES J | 250000 | 248100 |
| 1000 AVALON BAY COMMUNITIIES | 110065 | 125050 |
| 5000 GENERAL MOTORS CONV PFD B | 236502 | 256600 |
| 250000 JP MORGAN CHASE 7.9 PFD | 248125 | 277255 |
| 7558 GENERAL MOTORS WARRANTS-CL A | 303725 | 207905 |
| 7558 GENERAL MOTORS WARRANTS-CL B | 234346 | 148515 |
| 8318 GENERAL MOTORS | 461929 | 307350 |
| 20000 FIRST REPUBLIC BANK 6.7 PFD | 500000 | 489000 |
| 10000 FIRST REPUBLIC BANK 6.2 PFD | 250000 | 227200 |
| 20000 GOLDMAN SACHS GROUP 5.95 PFD | 500000 | 448000 |
| 2090 MOTORS LIQUIDATION TRUST | 25260 | 75867 |
| 4000 ANNALY CAPITAL MANAGEMENT 7.625 | 100000 | 96120 |
| 10000 CAPITAL ONE FINANCIAL 6 PFD | 249500 | 222900 |
| 9000 DDR CORP 6.5 PFD | 225000 | 199260 |
| 6000 FIRST REPUBLIC BANK 6.2 PFD | 150000 | 136320 |
| 750 WELLS FARGO 5.2 PFD | 18750 | 15750 |
| 250000 WELLS FARGO 7.98 PFD | 271562 | 282538 |
| 20000 CITIGROUP SER J 7.125 PFD | 500000 | 518200 |
| 8000 FIRST REPUBLIC BANK 5.5 PFD | 200000 | 163040 |
| 10000 VORNADO REALTY TRUST 5.4 PFD | 250000 | 203000 |
| 20000 WELLS FARGO 5.85 PFD | 500000 | 486400 |
| 5000 CITIGROUP 7.125 PFD | 125000 | 129550 |
| 13000 WELLS FARGO 5.85 PFD | 325000 | 316160 |
| 18000 WELLS FARGO 5.25 PFD | 450000 | 387900 |
| 8682 GOLDMAN SACH STRAT INCOME TRUST | 90898 | 91593 |
| 5782 HSBC TOTAL RETURN FUNDS | 59000 | 58688 |
| 14319 PIMCO UNCONSTRAINED BOND FUND | 165810 | 161085 |
| 9618 PRUDENTIAL INVESTMENT PORTFOLIO | 95736 | 94832 |
| 9081 DOUBLE LINE TOTAL RETURN FUND | 103157 | 99706 |
| 5481 EATON VANCE FLOATING RATE FUND | 50205 | 50260 |
| 12707 JPM STRAT INCOME OPP FUND | 151335 | 151208 |
| 9655 JPM MLT SECURED INCOME FUND | 98770 | 98287 |
| 14805 RBC FUNDS TRUST | 149376 | 151895 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISRAEL BONDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 2084770 | BookValue |
| EOYFMV | 2234000 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE EQUIPMENT | CategoryOrItem |
| Cost Or Other Basis | 30708 | CostOrOtherBasis |
| Accumulated Depreciation | 30708 | AccumulatedDepreciation |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| LOAN TO J.E.C. AT 0% INTEREST | 100000 | 100000 | 100000 |
| LOAN TO ZSM WILF FOUNDATION | 500000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| OFFICE | 9663 | 9663 |
| INSURANCE | 7867 | 7867 |
| DUES AND SUBSCRIPTIONS | 5197 | 5197 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETURN OF CHARITABLE CONTRIBUTION | Description |
| Amount | $716 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | Category |
| Amount | $165,000 | Amount |
| Net Investment Income | 165000 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $44,456 | Amount |
Comments