WILF FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WILF FAMILY FOUNDATION (EIN 22-6075840)
- Tax period
- 2011-11-01 to 2012-10-31
- Filed
- 2013-03-11
- IRS object ID
- 201310709349100306
- Schema version
- 2011v1.5
- 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
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-11T16:08:29-05:00 | Timestamp |
| Tax Period End Date | 2012-10-31 | 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 | 2011-11-01 | 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 | 2012-12-20 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES TARLOWE | Name |
| Phone | 9086547010 | Phone |
| Date Prepared | 2013-03-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 112241176 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 4537190 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4537190 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 84703 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 12122340 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 84703 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 4621893 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4621893 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 89323 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 89323 | OthEmplSlrsWgsNetInvstIncm |
| Pension Empl Bnft Rev And Expnss | 8564 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 8564 | PensionEmplBnftNetInvstIncm |
| Accounting Fees Rev And Expnss | 12000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 12000 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 135000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 135000 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 44000 | TaxesRevAndExpnss |
| Deprec And Depletion Rev And Expnss | 3538 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 3538 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 16624 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 16624 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 309049 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 265049 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 7311480 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 7311480 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 7620529 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 265049 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 7311480 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2998636 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4356844 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4811760 | CashBOY |
| Cash EOY | 6274042 | CashEOY |
| Cash EOYFMV | 6274042 | CashEOYFMV |
| Prepaid Expenses BOY | 81456 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 77456 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 77456 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 31185981 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 26204942 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 29055214 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 24343553 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 24649950 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 60308526 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 12436389 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 12750507 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 12995170 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 3369770 | InvestmentsOtherBOY |
| Investments Other EOY | 2779770 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2929000 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 30708 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 28940 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 5306 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 1768 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 1768 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 100000 | OtherAssetsBOY |
| Other Assets EOY | 600000 | OtherAssetsEOY |
| Other Assets EOYFMV | 600000 | OtherAssetsEOYFMV |
| Total Assets BOY | 76334215 | TotalAssetsBOY |
| Total Assets EOY | 73338435 | TotalAssetsEOY |
| Total Assets EOYFMV | 112241176 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 2856 | AccountsPayableEOY |
| Total Liabilities EOY | 2856 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 76334215 | UnrestrictedBOY |
| Unrestricted EOY | 73335579 | UnrestrictedEOY |
| Total Net Assets BOY | 76334215 | TotalNetAssetsBOY |
| Total Net Assets EOY | 73335579 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 76334215 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 73338435 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 76334215 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2998636 | ExcessOfRevenueOverExpenses |
| Subtotal | 73335579 | Subtotal |
| Total Net Assets Fund Balances EOY | 73335579 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (44 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 |
|---|---|---|---|---|---|---|---|
| 40000 ISRAEL BONDS | P | 2000-02-01 | 2012-01-21 | 40000 | 40000 | ||
| 674 FNMA 61 E 7.5 24 | P | 1996-06-06 | 2012-10-31 | 675 | 657 | 18 | 18 |
| 300000 VORNADO REALTY 3.875 25 | P | 2009-02-24 | 2012-04-18 | 300000 | 243000 | 57000 | 57000 |
| 200000 ISRAEL BONDS | P | 2011-05-01 | 2012-05-01 | 200000 | 200000 | ||
| 420 FNMA 52 G 6 19 | P | 1996-02-08 | 2012-10-31 | 419 | 405 | 14 | 14 |
| 6504 BANK ONE CAPITAL TRUST 7.2 PFD | P | 2001-07-16 | 2012-04-20 | 162600 | 162600 | ||
| 50000 ISRAEL BONDS | P | 2000-07-01 | 2012-07-23 | 50000 | 50000 | ||
| 1014331 GNMA PA 4.5 38 | P | 2009-04-05 | 2012-10-31 | 1014331 | 1047298 | -32967 | -32967 |
| 250000 GOLDMAN SACHS 2.625 14 | P | 2011-11-03 | 2012-05-10 | 250000 | 250000 | ||
| 300000 ISRAEL BONDS | P | 2000-09-01 | 2012-09-10 | 300000 | 300000 | ||
| 1795576 GNMA 22 GA 4.5 35 | P | 2009-04-07 | 2012-10-31 | 1795573 | 1865156 | -69583 | -69583 |
| 200000 BANK OF AMERICA 6.15 29 | P | 2004-06-01 | 2012-06-15 | 200000 | 200000 | ||
| 500 CALL VORNADO 90 DEC-SHORT | P | 2011-12-19 | 2011-09-01 | 212985 | 212985 | 212985 | |
| 4385 FNMA 255 E 7.1 23 | P | 1997-11-25 | 2012-10-31 | 4385 | 4369 | 16 | 16 |
| 3755 AIMCO 8 PFD | P | 2004-09-24 | 2012-06-15 | 93875 | 93875 | ||
| 500 CALL VORNADO 85 JUNE-SHORT | P | 2012-06-18 | 2012-01-27 | 137022 | 137022 | 137022 | |
| 57394 FNMA 86KW | P | 2008-01-28 | 2012-10-31 | 57394 | 56748 | 646 | 646 |
| 250000 JP MORGAN CHASE CAPITAL XXVII | P | 2010-10-20 | 2012-07-12 | 250000 | 250000 | ||
| 95550 PEOPLES UNITED FINANCIAL | P | 2005-12-20 | 2012-05-31 | 1109917 | 1231889 | -121972 | -121972 |
| 836571 GNMA 22 QE 5 32 | P | 2009-03-05 | 2012-10-31 | 836572 | 867944 | -31372 | -31372 |
| 10000 VORNADO REALTY TRUST SER E 7 P | P | 2004-08-20 | 2012-08-16 | 250000 | 249100 | 900 | 900 |
| 82749 FHLMC 1486D 7.23 | P | 1993-04-30 | 2012-10-31 | 82749 | 81094 | 1655 | 1655 |
| 1465384 GNMA 38 BC 5 3 | P | 2009-04-07 | 2012-10-31 | 1465384 | 1531328 | -65944 | -65944 |
| 250000 SCHWAB CAPITAL TRUST 7.5 37 | P | 2010-10-27 | 2012-08-01 | 250000 | 263750 | -13750 | -13750 |
| 134461 FHLMC 2104Z 6.5 28 | P | 1999-02-23 | 2012-10-31 | 134461 | 131448 | 3013 | 3013 |
| 200000 HOUSEHOLD FINANCE 7.1 11 | P | 2001-09-10 | 2012-06-15 | 200000 | 200000 | ||
| 2000 TAUBMAN CENTERS 8 PFD | P | 2004-11-06 | 2012-09-04 | 50000 | 50000 | ||
| 56862 FHLMC 1579PM 6.7 23 | P | 1993-07-30 | 2012-10-31 | 56862 | 56151 | 711 | 711 |
| 250000 SPRINT CAPITAL 8.375 12 | P | 2011-09-27 | 2011-12-29 | 254160 | 256062 | -1902 | -1902 |
| 10000 AMERICAN FINANCIAL GROUP 7.125 | P | 2004-01-28 | 2012-09-28 | 250000 | 250000 | ||
| 832 GNMA 207264 8.5 17 | P | 1991-07-30 | 2012-10-31 | 833 | 832 | 1 | 1 |
| 500000 STEEL DYNAMICS 7.375 12 | P | 2010-08-13 | 2012-01-12 | 508335 | 535000 | -26665 | -26665 |
| 250000 AMERICAN AXLE & MFG 5.25 14 | P | 2011-08-20 | 2012-10-03 | 266352 | 241875 | 24477 | 24477 |
| 115 GNMA 313172 8.5 21 | P | 1991-07-30 | 2012-10-31 | 125 | 125 | ||
| 250000 FORD MOTOR CREDIT FLOATING 12 | P | 2010-05-21 | 2012-01-13 | 250000 | 238750 | 11250 | 11250 |
| 12000 CORTS WEYERHAEUSER 6 PFD | P | 2004-02-16 | 2012-11-19 | 300000 | 300000 | ||
| 9303 GNMA 321437 7.5 12 | P | 1992-04-20 | 2012-10-31 | 9304 | 9281 | 23 | 23 |
| 157 VALLEY NATIONAL BANK 7.25 PFD | P | 2001-10-31 | 2012-01-17 | 3925 | 3925 | ||
| 250000 NRG ENERGY 7.375 17 | P | 2011-03-18 | 2012-10-24 | 259220 | 263125 | -3905 | -3905 |
| 467 GNMA 321439 7.5 12 | P | 1992-04-21 | 2012-10-31 | 468 | 465 | 3 | 3 |
| 250000 BRANDYWINE OPERATING PARTNERS | P | 2010-02-09 | 2012-04-02 | 250000 | 260000 | -10000 | -10000 |
| 290 DELTEK | P | 2007-11-01 | 2012-10-11 | 3770 | 3870 | -100 | -100 |
| 644 GNMA 001843 7.5 2 | P | 1992-06-05 | 2012-10-31 | 644 | 640 | 4 | 4 |
| 250000 PNC FINANCIAL SERVICES 6.75 | P | 2011-08-05 | 2012-04-10 | 260000 | 246875 | 13125 | 13125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 84703 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 361230 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 5561143 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 114499508 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048569 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5280694 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 107465670 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.049138 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 5180609 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 98889058 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.052388 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2221462 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 114244548 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.019445 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3720953 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 130497109 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.028514 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.198054 | TotalDistributionRatio |
| Average Distribution Ratio | 0.039611 | AverageDistributionRatio |
| Net Noncharitable Assets | 112351456 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4450354 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 43568 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4493922 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 7411480 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 43568 | InvestmentIncomeExciseTax |
| Subtotal | 43568 | Subtotal |
| Tax Based On Investment Income | 43568 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 121512 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 121512 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 77944 | Overpayment |
| Amount Credited To Next Year | 77944 | 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 |
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 | 89323 | 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 | 135000 | 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 | 107840267 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5542901 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 679224 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 114062392 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 114062392 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1710936 | CashDeemedCharitable |
| Net Noncharitable Assets | 112351456 | NetNoncharitableAssets |
| Minimum Investment Return | 5617573 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5617573 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 43568 | TaxBasedOnInvestmentIncome |
| Total Tax | 43568 | TotalTax |
| Distributable Amount Before Adj | 5574005 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 5574005 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 5574005 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 7311480 | ExpensesAndContributions |
| Program Related Investments Total | 100000 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 7411480 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 43568 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 7367912 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5574005 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 404728 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 73932 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 478660 | TotalExcessDistriCarryover |
| Qualifying Distributions | 7411480 | QualifyingDistributions |
| Applied To Current Year | 5574005 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1837475 | RemainingDistriFromCorpus |
| Total Corpus | 2316135 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 2316135 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 404728 | ExcessFromYear3 |
| Excess From Year2 | 73932 | ExcessFromYear2 |
| Excess From Current Year | 1837475 | 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 (126 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 |
|---|---|---|---|---|---|---|---|---|---|
| YESHIVA UNIVERSITY | |||||||||
| YESHIVA UNIVERSITY | 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PUBLIC | UNRESTRICTED | $1,012,500 | |
| NY WEILL CORNELL MED CTR | |||||||||
| NEW YORK WEILL CORNELL MEDICAL CENTER | 525 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC | UNRESTRICTED | $936,000 | |
| AM COMM FOR SHAARE ZEDEK | |||||||||
| AMERICAN COMMITTEE FOR SHAARE ZEDEK HOSPITAL | 49 WEST45TH STREET | NEW YORK | NY | 10036 | NONE | PUBLIC | UNRESTRICTED | $100,000 | |
| AM SOCIETY FOR YAD VASHEM | |||||||||
| AMERICAN SOCIETY FOR YAD VASHEM | 500 FIFTH AVENUE | NEW YORK | NY | 10110 | NONE | PUBLIC | UNRESTRICTED | $325,180 | |
| 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 | |
| JEWISH EDUCATIONAL CENTER | |||||||||
| JEWISH EDUCATIONAL CENTER | 330 ELMORA AVENUE | ELIZABETH | NJ | 07208 | NONE | PUBLIC | UNRESTRICTED | $72,300 | |
| 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 FAMILY SERVICE | |||||||||
| JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY | 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | NONE | PUBLIC | UNRESTRICTED | $60,000 | |
| RABBINICAL COLLEGE OF AME | |||||||||
| RABBINICAL COLLEGE OF AMERICA | PO BOX 1996 | MORRISTOWN | NJ | 07962 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| JEWISH MUSEUM | |||||||||
| JEWISH MUSEUM | 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | UNRESTRICTED | $64,000 | |
| GOLDA OCH ACADEMY | |||||||||
| GOLDA OCH ACADEMY | 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | NONE | PUBLIC | UNRESTRICTED | $200,500 | |
| RUTGERS HILLEL | |||||||||
| RUTGERS HILLEL | 93 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC | UNRESTRICTED | $36,000 | |
| HOLOCAUST RESOURCE FDN | |||||||||
| HOOCAUST RESOURCE FOUNDATION | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | NONE | PUBLIC | UNRESTRICTED | $12,000 | |
| UNITED JEWISH APPEAL | |||||||||
| UNITED JEWISH APPEAL/JEWISH FEDERATION | 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | UNRESTRICTED | $261,000 | SUITE 874B |
| CENTER FOR JEWISH HISTORY | |||||||||
| CENTER FOR JEWISH HISTORY | 15 W 16TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| AMERICAN JEWISH JOINT DIS | |||||||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | 132 EAST 43RD STREET | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| MINNESOTA VIKINGS CHILDRE | |||||||||
| MINNESOTA VIKINGS CHILDREN'S FUND | 9520 VIKING DRIVE | EDEN PRAIRIE | MN | 55344 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| NY UNIVERSITY SCHOOL OF L | |||||||||
| NEW YORK UNIVERSITY SCHOOL OF LAW | 110 WEST THIRD STREET | NEW YORK | NY | 10012 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| AWARD OF COURAGE CORPORAT | |||||||||
| AWARD OF COURAGE CORPORATION | 9 WINCHESTER LANE | HOLMDEL | NJ | 07733 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| CARL SCHURZ PARK CONVERVA | |||||||||
| CARL SCHURZ PARK CONSERVANCY | 217 E 85TH STREET | NEW YORK | NY | 10028 | NONE | PUBLIC | UNRESTRICTED | $5,000 | PMB116 |
| CURE BREAST CANCER FOUNDA | |||||||||
| CURE BREAST CANCER FOUNDATION | 1122 CLIFTON AVENUE | CLIFTON | NJ | 07013 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| HILLEL | |||||||||
| HILLEL | 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| JEWISH NATIONAL FUND | |||||||||
| JEWISH NATIONAL FUND | 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | UNRESTRICTED | $30,000 | |
| AMERICAN CONFERENCE ON DI | |||||||||
| AMERICAN CONFERENCE ON DIVERSITY | 109 CHURCH STREET | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC | UNRESTRICTED | $13,500 | |
| METROPLOLITAN GOLF ASSOC | |||||||||
| METROPOLITANGOLF ASSOCIATION FOUNDATION | 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC | UNRESTRICTED | $4,000 | |
| U S HOLOCAUST MEMORIAL | |||||||||
| US HOLOCAUST MEMORIAL & MUSEUM | 100 RAOUL WALLENBERG PLAC | WASHINGTON | DC | 20024 | NONE | PUBLIC | UNRESTRICTED | $51,000 | |
| THE DOE FUND | |||||||||
| THE DOE FUND | 232 EAST 84TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC | UNRESTRICTED | $3,500 | |
| PRINCETON UNIVERSITY | |||||||||
| PRINCETON UNIVERSITY | 330 ALEXANDER STREET | PRINCETON | NJ | 08540 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| DRUMTHWACKET FOUNDATION | |||||||||
| DRUMTHWACKET FOUNDATION | 354 STOCKTON STREET | PRINCETON | NJ | 08540 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| INTERFAITH HOSPITALITY NE | |||||||||
| INTERFAITH HOSPITALITY NETWORK | 46 PARK STREET | MONCLAIR | NJ | 07042 | NONE | PUBLIC | UNRESTRICTED | $6,000 | |
| APPEAL OF CONSCIENCE FDN | |||||||||
| APPEAL OF CONSCIENCE FOUNDATION | 119 WEST 57TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| BRIS AVROHOM | |||||||||
| BRIS AVROHOM | 910 SALEM AVENUE | HILLSIDE | NJ | 07205 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| CHABAD HOUSE AT HARVARD | |||||||||
| CHABAD HOUSE AT HARVARD | 38-40 BANKS STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| CHILDREN'S HEARING INSTIT | |||||||||
| CHILDREN'S HEARING INSTITUTE | 380 SECOND AVENUE | NEW YORK | NY | 10010 | NONE | PUBLIC | UNRESTRICTED | $5,000 | 9TH FLOOR |
| JEWISH THEOLOGICAL SEMINA | |||||||||
| JEWISH THEOLOGICAL SEMINARY | 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC | UNRESTRICTED | $6,000 | |
| METROPOLITAN MUSEUM OF AR | |||||||||
| METROPOLITAN MUSEUM OF ART | 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC | UNRESTRICTED | $27,500 | |
| NYC POLICE MUSEUM | |||||||||
| NEW YORK CITY POLICE MUSEUM | 100 OLD SLIP | NEW YORK | NY | 10005 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| RANDALL'S ISLAND SPORTS F | |||||||||
| RANDALL'S ISLAND SPORTS FOUNDATION | 24 W 61ST STREET | NEW YORK | NY | 10023 | NONE | PUBLIC | UNRESTRICTED | $25,000 | 4TH FLOOR |
| CHABAD CENTER OF NW NJ | |||||||||
| CHABAD CENTER OF NORTHWEST NJ | 1 TORAH WAY | ROCKAWAY | NJ | 07866 | NONE | PUBLIC | UNRESTRICTED | $1,800 | |
| 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 |
| DAUGHTERS OF ISRAEL | |||||||||
| DAUGHTERS OF ISRAEL | 1155 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| LINCOLN CTR FOR THE PERFO | |||||||||
| LINCOLN CENTER FOR THE PERFORMING ARTS | 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | UNRESTRICTED | $35,000 | |
| TRINITAS HEALTH FOUNDATIO | |||||||||
| TRINITAS HEALTH FOUNDATION | 225 WILLIAMSON ROAD | ELIZABETH | NJ | 07202 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| MINNEAPOLIS JEWISH FEDERA | |||||||||
| MINNEAPOLIS JEWISH FEDERATION | 13100 WAYZATA BLVD | MINNETONKA | MN | 55305 | NONE | PUBLIC | UNRESTRICTED | $13,000 | |
| JUDAIC RESEARCH INSTITUTE | |||||||||
| JUDAIC RESEARCH INSTITUTE | 747 LIVINGSTON ROAD | ELIZABETH | NJ | 07208 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| NATIONAL MULTIPLE SCLEROS | |||||||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| TEMPLE BETH DAVID | |||||||||
| TEMPLE BETH DAVID | 4657 HOOD ROAD | PALM BEACH GARDENS | FL | 33418 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| AMERICAN CANCER SOCIETY | |||||||||
| AMERICAN CANCER SOCIETY | 507 WESTMINSTER AVENUE | ELIZABETH | NJ | 07208 | NONE | PUBLIC | UNRESTRICTED | $1,500 | |
| CONGREGATION ADATH ISRAEL | |||||||||
| CONGREGATION ADATH ISRAEL | 1391 NORTH AVENUE | ELIZABETH | NJ | 07208 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| STARLIGHT STARBRIGHT CHIL | |||||||||
| STARLIGHT STARBRIGHT CHILDREN'S FOUNDATION | 1560 BROADWAY | NEW YORK | NY | 10036 | NONE | PUBLIC | UNRESTRICTED | $1,250 | SUITE 600 |
| ALZHEIMER'S ASSOCIATION | |||||||||
| ALZHEIMER'S ASSOCIATION | 400 MORRIS AVENUE | DENVILLE | NJ | 07834 | NONE | PUBLIC | UNRESTRICTED | $2,500 | SUITE 251 |
| AMERICAN JEWISH LEAGUE FO | |||||||||
| AMERICAN JEWISH LEAGUE FOR ISRAEL | 319 PUTNAM ROAD | UNION | NJ | 07083 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| CEREBRAL PALSY OF NORTH J | |||||||||
| CEREBRAL PALSY OF NORTH JERESY | 220 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | PUBLIC | UNRESTRICTED | $2,000 | SUITE 300 |
| FRIENDS OF HUDSON RIVER P | |||||||||
| FRIENDS OF HUDSON RIVER PARK | 311 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| INSTITUTE FOR CHILDREN WI | |||||||||
| INSTITUTE FOR CHILDREN WITH CANCER & BLOOD DISORDE | 121 SOMERSET STREET | NEW BRUNSWICK | NJ | 08903 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| KEAN UNIVERSITY FOUNDATIO | |||||||||
| KEAN UNIVERSITY FOUNDATION | 1000 MORRIS AVENUE | UNION | NJ | 07083 | NONE | PUBLIC | UNRESTRICTED | $1,000 | T-130 |
| LEUKEMIA & LYMPHOMA SOCIE | |||||||||
| LEUKEMIA & LYMPHOMA SOCIETY | 1311 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| LIVINGSTON SYMPHONY ORCHE | |||||||||
| LIVINGSTON SYMPHONY ORCHESTRA | P O BOX 253 | 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 | $6,000 | |
| URBAN ASSEMBLY INC | |||||||||
| URBAN ASSEMBLY INC | 90 BROAD STREET | NEW YORK | NY | 10004 | NONE | PUBLIC | UNRESTRICTED | $3,000 | 21ST FLOOR |
| 180 TURNING LIVES AROUND | |||||||||
| 180 TURNING LIVES AROUND | 1 BETHANY ROAD | HAZLET | NJ | 07730 | NONE | PUBLIC | UNRESTRICTED | $1,000 | BUILDING 3 SUITE 42 |
| FRIENDS OF TRANQUILITY CA | |||||||||
| FRIENDS OF TRANQUILITY CAMP | P O BOX 378 | WOODMERE | NY | 11598 | NONE | PUBLIC | UNRESTRICTED | $250 | |
| TRI-COUNTY SCHOARSHIP FUN | |||||||||
| TRI-COUNTY SCHOLARSHIP FUND | 4 CENTURY DRIVE | PARSIPPANY | NJ | 07054 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| CONGREGATION RINAT ISRAEL | |||||||||
| CONGREGATION RINAT ISRAEL | 389 WEST ENGLEWOOD AVENUE | TEANECK | NJ | 07666 | NONE | PUBLIC | UNRESTRICTED | $400 | |
| JEWISH FEDERATION OF GREA | |||||||||
| JEWISH FEDERATION OF GREATER MONMOUTH COUNTY | 100 GRANT AVENUE | DEAL | NJ | 07723 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| MARINE CORPS SCHOLARSHIP | |||||||||
| MARINE CORPS SCHOLARSHIP FOUNDATION | P O BOX 245 | LITTLE SILVER | NJ | 07739 | NONE | PUBLIC | UNRESTRICTED | $250 | |
| NEW YORK UNIVERSITY | |||||||||
| NEW YORK UNIVERSITY | 25 WEST FOURTH STREET | NEW YORK | NY | 10012 | NONE | PUBLIC | UNRESTRICTED | $2,000,000 | SUITE 201A |
| JEWISH FEDERATION OF CENTRAL NEW JE | |||||||||
| JEWISH FEDERATION OF CENTRAL NEW JERSEY | 1391 MARINE AVENUE | SCOTCH PLAINS | NJ | 07076 | NONE | PUBLIC | UNRESTRICTED | $851,250 | |
| NEWARK ACADEMY | |||||||||
| NEWARK ACADEMY | 91 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | PUBLIC | UNRESTRICTED | $250,000 | |
| TEACH FOR AMERICA | |||||||||
| TEACH FOR AMERICA | 315 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED | $100,000 | |
| 92ND STREET Y | |||||||||
| 92ND STREET Y | EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| FOREIGN POLICY ASSOCIATION | |||||||||
| FOREIGN POLICY ASSOCIATION | 470 PARK AVE S FRNT 2 | NEW YORK | NY | 10016 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| JEWISH FEDERATION OF GREATER METRO | |||||||||
| JEWISH FEDERATION OF GREATER METRO WEST | 901 ROUTE 10 | WHIPPANY | NJ | 07981 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| MACCABI SPORTS FOR ISRAEL | |||||||||
| MACCABI SPORTS FOR ISRAEL | 1926 ARCH STREET 4R | PHILADELPHIA | PA | 19103 | NONE | PUBLIC | UNRESTRICTED | $31,000 | |
| BROOKDALE COMMUNITY COLLEGE FOUNDAT | |||||||||
| BROOKDALE COMMUNITY COLLEGE FOUNDATION | 765 NEWMAN SPRINGS ROAD | LINCROFT | NJ | 07738 | NONE | PUBLIC | UNRESTRICTED | $26,000 | |
| YM-YWHA OF UNION COUNTY | |||||||||
| YM-YWHA OF UNION COUNTY | 501 GREEN LANE | UNION | NJ | 07083 | NONE | PUBLIC | UNRESTRICTED | $16,800 | |
| ASPHALT GREEN | |||||||||
| ASPHALT GREEN | 555 EAST 90TH STREET | NEW YORK | NY | 10128 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | |||||||||
| JEWISH FOUNDATION FOR THE RIGHTEOUS | 305 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $15,000 | 19TH FLOOR |
| PRSIDENTS AND FELLOWS OF HARVARD CO | |||||||||
| PRESIDENTS AND FELLOWS OF HARVARD COLLEGE | 1033 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | UNRESTRICTED | $14,000 | SUITE 3 |
| CONFERENCE OF PRESIDENTS | |||||||||
| CONFERENCE OF PRESIDENTS | 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $10,000 | 21ST FLOOR |
| FRESH AIR FUND | |||||||||
| FRESH AIR FUND | 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| GRACIE MANSION CONSERRVANCY | |||||||||
| GRACIE MANSION CONSERVANCY | 88TH STREET AT EAST END | NEW YORK | NY | 10128 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| NATIONAL SEPTEMBER 11 MEMORIAL & MU | |||||||||
| NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM | ONE LIBERTY PLAZA | NEW YORK | NY | 10006 | NONE | PUBLIC | UNRESTRICTED | $10,000 | 20TH FLOOR |
| UNITED JEWISH FUND AND COUNCIL | |||||||||
| UNITED JEWSIH FUND AND COUNCIL | 790 SOUTH CLEVELAND | ST PAUL | MN | 55116 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| THE HUN SCHOOL | |||||||||
| THE HUN SCHOOL | 176 EDGERSTOUNE ROAD | PRINCETON | NJ | 08540 | NONE | PUBLIC | UNRESTRICTED | $9,000 | |
| CHABAD HOUSE SERVICING NYU | |||||||||
| CHABAD HOUSE SERVICING NYU | 27 WASHINGTON SQUARE | NEW YORK | NY | 10011 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| JEWISH ASSOCIATION FOR SERVICES FOR | |||||||||
| JEWSIH ASSOCIATION FOR SERVICES FOR THE AGED | 132 W 31ST STREET | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| NEW JERSEY CRIME VICTIMS LAW CENTER | |||||||||
| NEW JERSEY CRIME VICTIMS LAW CENTER | 760 ROUTE 10 WEST | WHIPPANY | NJ | 07981 | NONE | PUBLIC | UNRESTRICTED | $5,000 | SUITE 204 |
| NEW JERSEY CAMPS | |||||||||
| NEW JERESEY CAMPS | 21 PLYMOUTH STREET | FAIRFEILD | NJ | 07004 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| PHILANTHROPY ROUNDTABLE | |||||||||
| PHILANTHROPY ROUNDTABLE | 1150 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | UNRESTRICTED | $5,000 | SUITE 503 |
| FRIENDS OF THE ISRAEL DEFENSE FORCE | |||||||||
| FRIENDS OF THE ISRAEL DEFENSE FORCES | 350 FIFTH AVENUE | NEW YORK | NY | 10118 | NONE | PUBLIC | UNRESTRICTED | $4,600 | SUITE 2011 |
| BIRCH WATHEN LENOX SCHOOL | |||||||||
| BIRCH WATHEN LENOX SCHOOL | 210 EAST 77TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | UNRESTRICTED | $3,750 | |
| 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 | $3,000 | |
| ALLEN-STEVENSON SCHOOL | |||||||||
| ALLEN STEVENSON SCHOOL | 132 EAST 78TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | UNRESTRICTED | $2,870 | |
| FRISCH SCHOOL | |||||||||
| FRISCH SCHOOL | 110 W CENTURY ROAD | PARAMUS | NJ | 07652 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| THE ACTOR'S FUND | |||||||||
| THE ACTOR'S FUND | 729 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC | UNRESTRICTED | $2,500 | 10TH FLOOR |
| INIVVERSITY OF MARYLAND ALUMNI ASSO | |||||||||
| UNIVERSITY OF MARYLAND ALUMNI ASSOCIATION | SAMUEL RIGGS ALUMNI CENTE | COLLEGE PARK | MD | 20742 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| ACE | |||||||||
| ACE | 114 GREENE STREET | NEW YORK | NY | 10012 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| LINCOLN CENTER FOR THE PERFORMING A | |||||||||
| LINCOLN CENTER FOR THE PERFORMING ARTS | 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| NCSY | |||||||||
| NCSY | 1345 QUEEN ANNE ROAD | TEANECK | NJ | 07666 | NONE | PUBLIC | UNRESTRICTED | $1,800 | |
| ALS ASSOCIATION OF GREATER NEW YORK | |||||||||
| ALS ASSOCIATION OF GREATER NEW YORK | 42 BROADWAY SUITE 1724 | NEW YORK | NY | 10004 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| BROOKYN HOSPITAL CENTER | |||||||||
| BROOKLYN HOSPITAL CENTER | 121 DEKALB AVE | BROOKLYN | NY | 11201 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| CHABAD HOUSE | |||||||||
| CHABAD HOUSE | 170 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| CHILDREN'S AID SOCIETY | |||||||||
| CHILDREN'S AID SOCIETY | 105 EAST 22ND STREET | NEW YORK | NY | 10010 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| HADASSAH | |||||||||
| HADASSAH | 50 WEST 58TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| JEWISH TELEGRAPHIC AGENCY | |||||||||
| JEWISH TELEGRAPHIC AGENCY | 330 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| LEGAL AID SOCIETY | |||||||||
| LEGAL AID SOCIETY | 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| ST BARNABAS MEDICAL CENTER FOUNDATI | |||||||||
| ST BARNABAS MEDICAL CENTER FOUNDATION | 95 OLD SHORT HILLS ROAD | LIVINGSTON | NJ | 07039 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| TEMPLE ISRAEL | |||||||||
| TEMPLE ISRAEL | 2324 EMERSON AVENUE SOUTH | MINNEAPOLIS | MN | 55405 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| RONALD MCDONALD HOUSE OF NEW YORK | |||||||||
| RONALD MCDONALD HOUSE OF NEW YORK | 405 E 75RD STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| SUSAN G KOMEN BREAST CANCER RESEARC | |||||||||
| SUSAN G KOMEN BREAST CANCER RESEARCH FOUNDATION | 785 SPRINGFIELD AVENUE | SUMMIT | NJ | 07901 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| BREAST CANCER RESEARCH FOUNDATION | |||||||||
| BREAST CANCER RESEARCH FOUNDATION | 60 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | UNRESTRICTED | $550 | |
| CITY OF HOPE MEDICAL CENTER | |||||||||
| CITY OF HOPE MEDICAL CENTER | 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| CONGREGATION BETH ABRAHAM OF BERGEN | |||||||||
| CONGREGATION BETH ABRAHAM OF BERGENFIELD | 396 NEW BRIDGE ROAD | BERGENFIELD | NJ | 07621 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| CHABAD LUBAVITCH OF WESTCHESTER COU | |||||||||
| CHABAD LUBAVITCH OF WESTCHESTER COUNTY | 1 CHASE ROAD | SCARSDALE | NY | 10583 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| NEW YORK BOTANICAL GARDEN | |||||||||
| NEW YORK BOTANICAL GARDEN | 200TH STREET KAZMIROFF BL | BRONX | NY | 10458 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| NEW YORKERS FOR CHILDREN | |||||||||
| NEW YORKERS FOR CHILDREN | 200 PARK AVENUE | NEW YORK | NY | 10166 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| RUMSON COMMUNITY APPEAL | |||||||||
| RUMSON COMMUNITY APPEAL | PO BOX 11 | RUMSON | NJ | 07760 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| SCHECHTER MANHATTAN | |||||||||
| SCHECHTER MANHATTAN | 805 COLOMBUS AVENUE | NEW YORK | NY | 10025 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| SEEDS OF PEACE | |||||||||
| SEEDS OF PEACE | 370 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $400 | SUITE 401 |
| HOLY REDEEMER MANAGED CARE | |||||||||
| HOLY REDEMMER MANAGED CARE | 6667 WELSH ROAD | HUNTINGTON VALLEY | PA | 19006 | NONE | PUBLIC | UNRESTRICTED | $250 | |
| UNIVERSITY OF PENNSYLVANIA | |||||||||
| UNIVERSITY OF PENNSYLVANIA | 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC | UNRESTRICTED | $250 | |
| ANTI DEFAMATION LEAGUE | |||||||||
| ANTI DEFAMATION LEAGUE | 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PUBLIC | UNRESTRICTED | $200 | 9TH FLOOR |
| EASTER SEAL-NEW JERSEY | |||||||||
| EASTER SEAL-NEW JERSY | 25 KENNEDY BLVD SUITE 600 | EAST BRUNSWICK | NJ | 08816 | NIONE | PUBLIC | UNRESTRICTED | $180 | |
| HENRY STREET SETTLEMENT | |||||||||
| HENRY STREET SETTLEMENT | 265 HENRY STREET | NEW YORK | NY | 10002 | NONE | PUBLIC | UNRESTRICTED | $150 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 7311480 | 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 | $4,537,190 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $84,703 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,621,893 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4621893 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $12,000 | Amount |
| Net Investment Income | 12000 | 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 | 25402 | PriorYearsDepreciation |
| Computation Method | MACRS | ComputationMethod |
| Life | 5.0000 | Life |
| Current Year Expense | 3538 | CurrentYearExpense |
| Net Investment Income | 3538 | 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 HOUSEHOLD FINANCE 7.1 11 | ||
| 200000 DELPHI CORP 6 1/2 13 | 207113 | |
| 200000 GMAC 5.9 19 | 200000 | 197532 |
| 200000 BANK OF AMERICA 6.15 29 | ||
| 10000 AMER FINANCIAL GROUP 7 1/8 34 | ||
| 200000 TIME WARNER 6.95 28 | 198891 | 267268 |
| 200000 ALLY FINANCIAL 6 3/4 14 | 206005 | 215034 |
| 300000 VORNADO REALTY CORP 3.875 25 | ||
| 250000 ANADARKO PETROLEUM 5.95 16 | 271660 | 290403 |
| 250000 SUNOCO 5.75 17 | 268156 | 278125 |
| 250000 ALCOA 5.55 17 | 263275 | 277130 |
| 250000 PITNEY BOWES 4.75 18 | 263188 | 258900 |
| 250000 VIACOM 4.625 18 | 263525 | 282850 |
| 250000 POTASH CORP-SASKATCHEWAN 4.87 | 266218 | 291990 |
| 250000 ERP OPERATING 4.75 20 | 267365 | 288090 |
| 250000 L-3 COMMUNICATION 4.75 20 | 268460 | 278287 |
| 250000 JP MORGAN CHASE 4.4 20 | 261168 | 277825 |
| 250000 CREDIT SUISSE NEW YORK 4.375 | 261128 | 283660 |
| 250000 NEWELL RUBBERMAID 4.7 20 | 266575 | 278615 |
| 250000 ENTERGY 5.125 20 | 254012 | 277953 |
| 250000 CLIFFS NATURAL RESOURCES 4.8 | 259505 | 246980 |
| 250000 MATTEL 4.35 20 | 261065 | 268207 |
| 250000 CORN PRODUCTS INTERNATIONAL 4 | 262505 | 278930 |
| 250000 CANADIAN PACIFIC 4.45 23 | 260823 | 277692 |
| 250000 FORD MOTOR CREDIT FLOATING 12 | ||
| 250000 BRANDYWINE OPERATING PARTNERS | ||
| 500000 STEEL DYNAMICS 7.375 12 | ||
| 250000 REGIONS FINANCIAL 4.875 13 | 251875 | 254587 |
| 250000 TEXTRON FINANCIAL 5.4 13 | 264063 | 254948 |
| 250000 DUKE REALTY 6.25 13 | 266310 | 257222 |
| 250000 FRONTIER COMMUNICATIONS 6.625 | 265625 | 270695 |
| 250000 JP MORGAN CHASE CAP XXVIII 7 | ||
| 250000 UNION PACIFIC 4 21 | 269900 | 283410 |
| 250000 METLIFE 4.75 21 | 270612 | 289987 |
| 250000 CVS COREMARK 4.125 21 | 263875 | 287525 |
| 250000 AETNA 4.125 21 | 268428 | 277377 |
| 250000 SCWAB CAPITAL TRUST 7.5 37 | ||
| 250000 VORNADO REALTY TRUST 4.25 15 | 257188 | 264450 |
| 250000 ROYAL BANK OF SCOTLAND 5 13 | 249688 | 253668 |
| 250000 NRG ENERGY 7.375 17 | ||
| 250000 RITE AID 9.75 16 | 282500 | 271875 |
| 250000 HUTCH WHAMPOA 6 49 | 260375 | 261972 |
| 500000 GE CAPITAL 6.375 67 | 520000 | 548320 |
| 250000 PNC FINANCIAL 6.75 49 | ||
| 250000 AMERICAN AXLE & MFG 5.25 14 | ||
| 250000 WINDSTREAM 8.125 13 | 266875 | 261750 |
| 250000 SPRINT CAPITAL 8.375 12 | ||
| 250000 GOLDMAN SACHS GROUP 5.95 18 | 265290 | 291092 |
| 250000 AMGEN 4.1 21 | 270400 | 280070 |
| 250000 DOW CHEMICAL 4.125 21 | 268000 | 273265 |
| 250000 UNITED HEALTH GROUP 2.875 22 | 257053 | 257063 |
| 250000 MORGAN STANLEY 5.25 12 | 251500 | 250065 |
| 250000 CITI GROUP 5.5 13 | 257500 | 255383 |
| 99800 JP MORGAN TRUST I FLOATING RAT | 1000000 | 995010 |
| 250000 MORGAN STANLEY FLOAT RATE 14 | 242813 | 251362 |
| 250000 ICHAN ENTERPRISES 7.75 16 | 264375 | 262238 |
| 250000 ARCELOMITTAL 3.75 16 | 237500 | 248525 |
| 250000 GOLDMAN SACHS CAPITAL II 5.79 | 173750 | 196030 |
| 250000 EMBRAER OVERSEAS 6.375 17 | 274375 | 281810 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (68 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 13373 AT&T | 67294 | 462572 |
| 7072 VERIZON COOMUNICATIONS | 62386 | 315694 |
| 591 CENTURY LINK | 19805 | 22683 |
| 523856 VORNADO REALTY TRUST | 9206506 | 41893490 |
| 10000 PUTNAM PREMIER INCOME TRUST | 100002 | 55800 |
| 4375 VODAPHONE | 12286 | 119118 |
| 22230 PNC FINANCIAL SERVICES | 837605 | 1293786 |
| 3000 PUBLIC SERVICE ENTERPRISE GROUP | 39064 | 96120 |
| 521 WELLS FARGO | 99157 | 17552 |
| 8000 MERRILL LYNCH CAP TR IV 7.12 PF | 200000 | 201440 |
| 10983 BLACKROCK CORPORATE HIGH YIELD | 154272 | 86326 |
| 34458 IBM | 3618736 | 6703115 |
| 1496 BANK ONE CAPITAL TRUST 7.2 PFD | 37400 | 38522 |
| 5192 FRONTIER COMMUNICATIONS | 54118 | 24558 |
| 10000 GENERAL MOTORS 7 1/4 PFD | 126496 | |
| 7000 BAC CAPITAL TRUST III 7 PFD | 175000 | 177590 |
| 10000 STERLING BANCORP TR I 8 3/8 PF | 100000 | 104900 |
| 2243 VNB CAP TRUST I 7 3/4 PFD | 56075 | 58143 |
| 5000 BAC CAPITAL TRUST II 7 PFD | 125000 | 125050 |
| 5000 GMAC 7.35 PFD | 125000 | 123100 |
| 5000 GENERAL MOTORS 7 1/4 PFD | 63068 | |
| 5000 JP MORGAN CHASE CAPITAL X 7 PFD | 125000 | 130050 |
| 8000 FIRST NIAGRA FINANCIAL GROUP | 80000 | 66400 |
| 5000 M S CAP TRUST III 6 1/4 PFD | 125000 | 124800 |
| 5000 JP MORGAN CHASE CAP XI 5 7/8 PF | 125000 | 127000 |
| 4507 COMCAST | 34252 | 169125 |
| 3755 AIMCO 8 PFD | ||
| 5000 JP MORGAN CHASE CAP XIV 6.2 PF | 125000 | 127200 |
| 10000 VORNADO REALTY TR SER E 7 PFD | ||
| 2000 TAUBMAN CENTER 8 PFD | ||
| 5000 GMAC 7 3/8 PFD | 125000 | 124300 |
| 5000 VORNADO REALTY TR SER G 6 5/8 P | 125000 | 126650 |
| 1000 LAZARD LTD | 25000 | 29460 |
| 161 PORTLAND GENERAL ELECTRIC | 4411 | |
| 1264 ALCATEL LUCENT | 21328 | 1315 |
| 48880 NEW YORK COMMUNITY BANCORP | 529500 | 677477 |
| 95550 PEOPLES UNITED FINANCIAL | ||
| 2200 VANGUARD NATURAL RESOURCES | 55300 | 65384 |
| 2000 ENCORE ENERGY PARTNERS | ||
| 6000 AMR CORP 7 7/8 PFD | 150000 | 88686 |
| 10000 GENERAL MOTORS 7 3/8 PFD | 126496 | |
| 38000 GENERAL MOTORS 7 3/8 PFD | 480687 | |
| 10000 G E CAPITAL CORP 6.1 PFD | 250000 | 260500 |
| 20000 GENERAL MOTORS 7 1/2 PFD | 252993 | |
| 290 DELTEK | ||
| 400 LUMBER LIQUIDATORS | 4400 | 22368 |
| 594 BOEING | 50000 | 41841 |
| 7307 CITIGROUP | 250000 | 273208 |
| 97418 JP MORGAN STRATEGIC INCOME OPP | 1120544 | 1146615 |
| 97049 JP MORGAN SHORT DURATION BOND | 1055416 | 1068511 |
| 12000 CORTS TRUST WEYERHAEUSER 6 PFD | ||
| 10000 VORNADO REALTY TRUST SERIES J | 250000 | 275400 |
| 1000 AVALON BAY COMMUNITIIES | 110065 | 135560 |
| 5000 GENERAL MOTORS CONV PFD B | 236502 | 203100 |
| 250000 JP MORGAN CHASE 7.9 PFD | 248125 | 289372 |
| 7558 GENERAL MOTORS WARRANTS-CL A | 303725 | 124329 |
| 7558 GENERAL MOTORS WARRANTS-CL B | 234346 | 77469 |
| 8318 GENERAL MOTORS | 461929 | 212109 |
| 20000 FIRST REPUBLIC BANK 6.7 PFD | 500000 | 543800 |
| 10000 FIRST REPUBLIC BANK 6.2 PFD | 250000 | 259100 |
| 20000 GOLDMAN SACHS GROUP 5.95 PFD | 500000 | 501000 |
| 2090 MOTORS LIQUIDATION TRUST | 25260 | 41696 |
| 4000 ANNALY CAPITAL MANAGEMENT 7.625 | 100000 | 102320 |
| 10000 CAPITAL ONE FINANCIAL 6 PFD | 249500 | 251100 |
| 9000 DDR CORP 6.5 PFD | 225000 | 225180 |
| 6000 FIRST REPUBLIC BANK 6.2 PFD | 150000 | 155460 |
| 750 WELLS FARGO 5.2 PFD | 18750 | 19193 |
| 250000 WELLS FARGO 7.98 PFD | 271562 | 297478 |
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 | 2779770 | BookValue |
| EOYFMV | 2929000 | 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 | 28940 | AccumulatedDepreciation |
| Book Value | 1768 | BookValue |
| EOYFMV | 1768 | EOYFMV |
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 | 500000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| OFFICE | 7966 | 7966 |
| INSURANCE | 7783 | 7783 |
| DUES AND SUBSCRIPTIONS | 875 | 875 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | Category |
| Amount | $135,000 | Amount |
| Net Investment Income | 135000 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $44,000 | Amount |
Comments