ZS & M WILF FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ZS & M WILF FOUNDATION INC (EIN 22-3553441)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201321339349100432
- Schema version
- 2012v2.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T08:31:35-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | 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 | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223553441 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZS&M WILF FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | (FORMERLY Z&M FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ZS&M | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CENTRAL AVENUE | AddressLine1 |
| Address Line2 | ROOM/SUITE 102 | AddressLine2 |
| City | MOUNTAINSIDE | City |
| State | NJ | State |
| ZIP Code | 07092 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ZYGMUNT WILF | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2013-04-19 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES TARLOWE | Name |
| Phone | 9086547010 | Phone |
| Date Prepared | 2013-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 113875824 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5204787 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3577040 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3577040 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1326351 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 12079451 | GrossSalesPrice |
| Total Revenue And Expenses | 7455476 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3577040 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 5500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5500 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 73282 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 814 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 814 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 79596 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6314 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4219847 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4219847 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4299443 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6314 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4219847 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 3156033 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3570726 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1481323 | CashBOY |
| Cash EOY | 1359593 | CashEOY |
| Cash EOYFMV | 1359593 | CashEOYFMV |
| Investments Govt Oblig BOY | 11099554 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 8286975 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 8312650 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 49221771 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 51807781 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 70516727 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 22482373 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 29457398 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 31048699 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 6066348 | InvestmentsOtherBOY |
| Investments Other EOY | 2638155 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2638155 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 90351369 | TotalAssetsBOY |
| Total Assets EOY | 93549902 | TotalAssetsEOY |
| Total Assets EOYFMV | 113875824 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 31000 | AccountsPayableBOY |
| Accounts Payable EOY | 73000 | AccountsPayableEOY |
| Total Liabilities BOY | 31000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 73000 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 90320369 | RetainedEarningsBOY |
| Retained Earnings EOY | 93476902 | RetainedEarningsEOY |
| Total Net Assets BOY | 90320369 | TotalNetAssetsBOY |
| Total Net Assets EOY | 93476902 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 90351369 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 93549902 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 90320369 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 3156033 | ExcessOfRevenueOverExpenses |
| Other Increases | 500 | OtherIncreases |
| Subtotal | 93476902 | Subtotal |
| Total Net Assets Fund Balances EOY | 93476902 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (25 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 |
|---|---|---|---|---|---|---|---|
| 600 CALL IBM 165 APR | P | 2012-02-07 | 2012-12-13 | 1867104 | 1749706 | 117398 | 117398 |
| 20000 FHLMC 2714 CC 5 31 | P | 2003-12-18 | 2012-12-17 | 20000 | 19450 | 550 | 550 |
| 600 CALL IBM 175 JULY SHORT | P | 2012-05-03 | 2012-02-08 | 1324692 | 1954508 | -629816 | -629816 |
| 8000 PUBLIC STORAGE 6.18 PFD | P | 2005-02-15 | 2012-12-27 | 200000 | 200000 | ||
| 10000 USB CAPITAL VIII 6.5 PFD | P | 2005-12-21 | 2012-02-22 | 250000 | 250000 | ||
| 10000 OCCIDENTAL PETROLEUM | P | 2007-12-24 | 2012-12-13 | 757810 | 760700 | -2890 | -2890 |
| 10000 USB CAPITAL X 6.5 PFD | P | 2006-04-15 | 2012-02-22 | 250000 | 250000 | ||
| 6000 PETRABRAS | P | 2007-12-24 | 2012-12-13 | 114352 | 323370 | -209018 | -209018 |
| 250000 NOKIA 5.25 19 | P | 2010-12-13 | 2012-04-12 | 227963 | 268730 | -40767 | -40767 |
| 1357735 GNMA 15 KA 5 37 | P | 2009-03-30 | 2012-12-31 | 1357737 | 1408650 | -50913 | -50913 |
| 10000 PNC CAPITAL TRUST 6.125 PFD | P | 2003-12-11 | 2012-04-25 | 250000 | 250000 | ||
| 1037465 GNMA 34 MA 4.5 34 | P | 2009-05-29 | 2012-12-31 | 1037465 | 1077018 | -39553 | -39553 |
| 406 GENERAL MOTORS | P | 2003-06-26 | 2012-05-31 | 8932 | 47254 | -38322 | -38322 |
| 388977 GNMA 15 NH 4 38 | P | 2009-05-19 | 2012-12-31 | 388977 | 401133 | -12156 | -12156 |
| 33 INTERCONTINENTAL EXCHANGE | P | 2011-12-22 | 2012-05-31 | 3963 | 4000 | -37 | -37 |
| 127631 GNMA 72 DE 5 32 | P | 2009-03-10 | 2012-12-31 | 1276631 | 1324505 | -47874 | -47874 |
| 64400 PEOPLES UNITED FINANCIAL | P | 2005-12-27 | 2012-05-31 | 747236 | 965969 | -218733 | -218733 |
| 567904 GNMA 87 WA 4.5 38 | P | 2009-11-21 | 2012-12-31 | 567904 | 560684 | 7220 | 7220 |
| 6743 SONY | P | 2004-06-23 | 2012-05-31 | 88560 | 250000 | -161440 | -161440 |
| 10000 USB CAPITAL XII 6.3 PFD | P | 2007-01-25 | 2012-05-18 | 250000 | 250000 | ||
| 500000 BANK OF AMERICA 5.8 28 | P | 2003-12-22 | 2012-06-05 | 500000 | 500000 | ||
| 4000 ASBC CAPITAL TRUST 7.625 PFD | P | 2002-05-22 | 2012-10-01 | 100000 | 100000 | ||
| 8000 EQUITY RESIDENTIAL 6.48 PFD | P | 2003-05-20 | 2012-08-20 | 200000 | 200000 | ||
| 6605 GE CAPITAL V 6.625 PFD | P | 2002-06-13 | 2012-11-13 | 165125 | 165125 | ||
| 5000 BNY CAPITAL V 5.95 PFD | P | 2003-04-21 | 2012-11-21 | 125000 | 125000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -1326351 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -512455 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4933653 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 100287014 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049195 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3735076 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 84588871 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044156 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3792491 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 75014778 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050557 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3933511 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 76135155 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051665 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3053584 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 82217001 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.037141 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.232714 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046543 | AverageDistributionRatio |
| Net Noncharitable Assets | 107931070 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5023436 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 35707 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 5059143 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4219847 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 71415 | InvestmentIncomeExciseTax |
| Subtotal | 71415 | Subtotal |
| Tax Based On Investment Income | 71415 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 686 | PenaltyForUnderpayment |
| Tax Due | 72101 | TaxDue |
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 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 SUITE 102 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| ZYGMUNT WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.50 | 0 | 0 | 0 |
| MARK WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.50 | 0 | 0 | 0 |
| JEFFREY WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.50 | 0 | 0 | 0 |
| JOSEPH WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.10 | 0 | 0 | 0 |
| ELIZABETH WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.10 | 0 | 0 | 0 |
| LEONARD WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.10 | 0 | 0 | 0 |
| JASON WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.10 | 0 | 0 | 0 |
| JONATHAN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.10 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 108154232 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1420458 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 109574690 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 109574690 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1643620 | CashDeemedCharitable |
| Net Noncharitable Assets | 107931070 | NetNoncharitableAssets |
| Minimum Investment Return | 5396554 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5396554 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 71415 | TaxBasedOnInvestmentIncome |
| Total Tax | 71415 | TotalTax |
| Distributable Amount Before Adj | 5325139 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 500 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 5325639 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 5325639 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4219847 | ExpensesAndContributions |
| Qualifying Distributions | 4219847 | QualifyingDistributions |
| Adj Qualifying Distributions | 4219847 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5325639 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 4059082 | UndistributedIncomePriorYear |
| Qualifying Distributions | 4219847 | QualifyingDistributions |
| Applied To Year1 | 4059082 | AppliedToYear1 |
| Applied To Current Year | 160765 | AppliedToCurrentYear |
| Undistributed Income CY | 5164874 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ZYGMUNT WILF | ContributingManager |
| Contributing Manager | MARK WILF | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDER ST | PRINCETON | NJ | 08540 | PUBLIC | GENERAL | $10,000 | |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH ST | NEW YORK | NY | 10033 | PUBLIC | GENERAL | $1,000,000 | |
| PINGRY SCHOOL | |||||||
| MARTINSVILLE RD POB 366 | MARTINSVILLE | NJ | 08836 | PUBLIC | GENERAL | $555,000 | |
| NEW YORK UNIVERSITY OF LAW | |||||||
| 110 WEST THIRD ST | NEW YORK | NY | 10012 | PUBLIC | GENERAL | $520,000 | |
| NEWARK ACADEMY | |||||||
| 91 SOUTH ORANGE AVE | LIVINGSTON | NJ | 07039 | PUBLIC | GENERAL | $250,000 | |
| GOLDA OCHS ACADEMY | |||||||
| 1418 PLEASNAT VALLEY WAY | WEST ORANGE | NJ | 07052 | PUBLIC | GENERAL | $205,000 | |
| AMERICAN ISRAEL EDUCATION FDN | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | PUBLIC | GENERAL | $75,000 | |
| HILLEL | |||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | PUBLIC | GENERAL | $50,000 | |
| NATIONAL MUSEUM OF AMER JEWISH HIST | |||||||
| 101 S INDEPENDENCE MALL E | PHILADELPHIA | PA | 19106 | PUBLIC | GENERAL | $50,000 | |
| JEWISH FAMILY SERVICE OF CENTRAL NJ | |||||||
| 655 ESTFIELD AVE | ELIZABETH | NJ | 07208 | PUBLIC | GENERAL | $49,150 | |
| ANTIDEFAMATION LEAGUE | |||||||
| 70 STERLING PL | TEANECK | NJ | 07666 | PUBLIC | GENERAL | $36,000 | |
| AMERICAN SOCIETY OF YAD VASHEM | |||||||
| 500 FIFTH AVE | NEW YORK | NY | 10110 | PUBLIC | GENERAL | $25,000 | |
| JEWISH TELEGRAPHIC AGENCY | |||||||
| 330 SEVENTH AVE | NEW YORK | NY | 10001 | PUBLIC | GENERAL | $15,000 | |
| CHARITY GLOBAL | |||||||
| 200 VARICK ST SUITE 201 | NEW YORK | NY | 10014 | PUBLIC | GENERAL | $12,000 | |
| AMERICAN FRIENDS OF MELITZ | |||||||
| 5708 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | PUBLIC | GENERAL | $10,000 | |
| CENTER FOR LEARNING & LEADERSHIP | |||||||
| 440 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | PUBLIC | GENERAL | $10,000 | |
| CONGREGATION ETZ CHAIM | |||||||
| 1 LAFAYETTE DR | LIVINGSTON | NJ | 07039 | PUBLIC | GENERAL | $45,135 | |
| MUSEUM OF JEWISH HERITAGE | |||||||
| 36 BATTERY PL | NEW YORK | NY | 10280 | PUBLIC | GENERAL | $6,062 | |
| CHAMAH | |||||||
| 27 WILLIAM ST SUITE 613 | NEW YORK | NY | 10005 | PUBLIC | GENERAL | $2,500 | |
| DYSAUTONOMIA FOUNDATION | |||||||
| 315 WEST 39TH ST | NEW YORK | NY | 10018 | PUBLIC | GENERAL | $1,000 | |
| MIDDLE EAST MEDIA & RESEARCH INSTIT | |||||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | PUBLIC | GENERAL | $1,000 | |
| MINNEAPOLIS JEWSIH DAY SCHOOL | |||||||
| 4330 CEDAR LAKE RD | MINNEAPOLIS | MN | 55416 | PUBLIC | GENERAL | $1,000 | |
| NATIONAL CONFERANCE ON SOVIET JEWRY | |||||||
| 2020 K ST NW SUITE 7800 | WASHINGTON | DC | 20006 | PUBLIC | GENERAL | $1,000 | |
| SABES JCC | |||||||
| 4330 SOUTH CEDAR LAKE RD | MINNEAPOLIS | MN | 55416 | PUBLIC | GENERAL | $1,000 | |
| JEWISH FEDERATION OF GREATER METRO | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | PUBLIC | GENERAL | $1,250,000 | |
| AMER JEWISH JOINT DISTRIBUTION COMM | |||||||
| 132 EAST 43RD STREET | NEW YORK | NY | 10017 | PUBLIC | GENERAL | $10,000 | |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVE FL 3 | NEW YORK | NY | 10017 | PUBLIC | GENERAL | $25,000 | |
| NEW YORK WEILL CORNELL MEDICAL CTR | |||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | PUBLIC | GENERAL | $1,800 | POST OFFICE BOX 123 |
| CROHN'S & COLITIS FDN OF AMERICA | |||||||
| 386 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | PUBLIC | GENERAL | $1,200 | 17TH FLOOR |
| KIDS OF COURAGE | |||||||
| 13158 BROADWAY STE 207 | HEWLETT | NY | 11557 | PUBLIC | GENERAL | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4219847 | 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 | $3,577,040 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$1,326,351 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,250,689 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2250689 | 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 | JOSEPH WILF | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 945 WESTMINSTER AVE | AddressLine1 |
| City | HILLSIDE | City |
| State | NJ | State |
| ZIP Code | 07205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 5204787 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 53061 SHRS VORNADO REALTY TRUST | 4224187 | 2012-12-20 |
| 1 | 20000 ELI LILLY | 980600 | 2012-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $5,500 | Amount |
| Net Investment Income | 5500 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (8 entries)
| ZYGMUNT WILF |
| MARK WILF |
| JEFFREY WILF |
| JOSEPH WILF |
| ELIZABETH WILF |
| LEONARD WILF |
| JASON WILF |
| JONATHAN WILF |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (104 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1395 GE NOTES 6.625 32 | 34875 | 34903 |
| 500000 BANK OF AMERICA 5.8 28 | ||
| 100000 GMAC 6.4 19 | 100000 | 98542 |
| 250000 GE CAPITAL 6 23 | 250000 | 251180 |
| 150000 AID-ISRAEL 0 23 | 55608 | 113209 |
| 250000 ALLY FINANCIAL 8 31 | 257422 | 315625 |
| 250000 GOLDMAN SACHS GROUP 5.125 15 | 267102 | 268570 |
| 250000 FIRST ENERGY SOLUTION 4.8 15 | 264383 | 268473 |
| 250000 HSBC FINANCE 5 15 | 265278 | 270995 |
| 250000 COMCAST 4.95 16 | 266405 | 281805 |
| 250000 ANADARKO PETROLEUM 5.95 16 | 271658 | 287782 |
| 250000 BANK OF AMERICA 5.375 16 | 262980 | 282675 |
| 250000 SIMON PROPERTY GROUP 5.25 16 | 255950 | 286035 |
| 250000 SUNOCO 5.75 17 | 268150 | 281845 |
| 250000 BEAR STEARNS 5.55 17 | 263735 | 281928 |
| 250000 ALCOA 5.55 17 | 263275 | 270635 |
| 250000 AMB PROPERTY 4.25 17 | 256932 | 272625 |
| 250000 BRITISH TELECOM 5.95 18 | 263648 | 298762 |
| 250000 TRANSOCEAN 6 18 | 264535 | 289948 |
| 250000 PITNEY BOWES 4.75 18 | 263187 | 259380 |
| 250000 VIACOM 4.375 18 | 263525 | 280982 |
| 250000 ALABAMA POWER 5.125 19 | 267565 | 293255 |
| 250000 ANHEUSER-BUSCH 5 19 | 271125 | 293645 |
| 250000 NOKIA 5.375 19 | ||
| 250000 USB VODAFONE 5.45 19 | 265510 | 303930 |
| 250000 WISCONSIN POWER&LIGHT 5 19 | 265577 | 294948 |
| 500000 BURLINGTON NORTHERN 4.7 19 | 532308 | 576380 |
| 250000 QUEST DIAGNOSTIC 4.75 20 | 264365 | 276088 |
| 250000 TIME WARNER CABLE 5 20 | 252347 | 291085 |
| 250000 PHILIP MORRIS INT'L 4.5 20 | 263322 | 291032 |
| 250000 POTASH CORP SASKATCHWAN 4.875 | 266216 | 287383 |
| 250000 CVS CAREMARK 4.75 20 | 263493 | 293435 |
| 250000 WAL-MART 3.625 20 | 246886 | 277915 |
| 250000 AGILENT TECHNOLOGIES 5 20 | 268847 | 286645 |
| 250000 ERP OPERATING 4.75 20 | 267365 | 281170 |
| 250000 L-3 COMMUNICATIONS 4.75 20 | 268460 | 278660 |
| 250000 TARGET 3.875 20 | 252602 | 280288 |
| 250000 JP MORGAN CHASE 4.4 20 | 261167 | 282210 |
| 250000 ARCELORMITTAL | 250238 | 250502 |
| 250000 CREDIT SUISSE NY 4.375 20 | 261123 | 285070 |
| 250000 NEWELL RUBBERMAID 4.7 20 | 266575 | 276123 |
| 250000 AETNA 3.95 20 | 243150 | 272465 |
| 250000 ENTERGY 5.125 20 | 254006 | 271122 |
| 250000 CLIFFFS NATURAL RESOURCES 4.8 | 259534 | 248450 |
| 250000 MATTEL 4.35 20 | 261062 | 269643 |
| 250000 CORN PRODUCTS INT'L 4.625 20 | 262500 | 279145 |
| 250000 PEPSICO 3.125 20 | 238012 | 267918 |
| 250000 TRAVELERS COMPANIES 3.9 20 | 247625 | 282397 |
| 250000 PRUDENTIAL FINANCIAL 4.5 20 | 246450 | 279140 |
| 500000 HEWLETT-PACKARD 3.75 20 | 511753 | 484450 |
| 250000 UNION PACIFIC 4 21 | 251215 | 280262 |
| 500000 METLIFE 4.75 21 | 529340 | 580560 |
| 250000 SIMON PROPERTY GROUP 4.625 21 | 257252 | 281143 |
| 250000 LOEW'S COMPANIES 3.75 21 | 247220 | 275287 |
| 250000 BOSTON PROPERTIES 4.125 21 | 243206 | 271707 |
| 250000 CANADIAN PACIFIC 4.45 23 | 260817 | 277095 |
| 250000 ILLINOIS STATE BUILD 5.363 19 | 258475 | 274715 |
| 250000 CALIFORNIA STATE VAR 6.2 19 | 258475 | 304250 |
| 250000 HAWAII STATE BUILD 5.1 24 | 259515 | 304725 |
| 250000 NYS DORMITORY AUTH 5.262 25 | 258272 | 305325 |
| 250000 GEORGIA STATE BUILD 5.014 27 | 260228 | 311963 |
| 250000 UNIV OF MICHIGAN 5.593 40 | 257010 | 319635 |
| 54525 LORD ABBETT FLOATING | 500000 | 513086 |
| 250000 ARECELOMITTAL 6.125 18 | 272180 | 253375 |
| 250000 CISCO SYSTEMS 4.95 19 | 273441 | 295955 |
| 250000 ALCOA 5.72 19 | 267750 | 265553 |
| 250000 ORACLE 5 19 | 271447 | 300222 |
| 100000 LOCKHEED MARTIN | 104254 | 112757 |
| 250000 XEROX 5.625 19 | 273927 | 279315 |
| 250000 BOSTON SCIENTIFIC 6 20 | 267275 | 291612 |
| 250000 ADOBE SYSTEMS 4.75 20 | 257932 | 279805 |
| 250000 KRAFT FOODS 5.375 20 | 270382 | 301815 |
| 250000 COMCAST 5.15 20 | 265438 | 296315 |
| 250000 CLIFFS NATURE RESOURCES 5.9 | 272900 | 265835 |
| 100000 GOLDMAN SACHS 5.375 20 | 104155 | 114603 |
| 250000 ANHEUSER BUSCH 5 20 | 268576 | 299168 |
| 250000 NORDSTROM 4.75 20 | 265150 | 290240 |
| 250000 PRUDENTIAL FINANCIAL 5.375 2 | 269045 | 292257 |
| 250000 JP MORGAN 4.25 20 | 245283 | 278032 |
| 250000 DOW CHEMICAL 4.25 20 | 262175 | 277928 |
| 500000 HOME DEPOT 4.4 21 | 528932 | 589695 |
| 250000 ALTRIA GROUP 4.75 21 | 268863 | 203318 |
| 250000 CVS CAREMARK 4.125 21 | 260557 | 281983 |
| 500000 AVON PRODUCTS 4.2 18 | 528695 | 509490 |
| 500000 AMGEN 4.1 21 | 540800 | 553920 |
| 500000 WHIRLPOOL 4.85 21 | 540000 | 535915 |
| 250000 BERKSHIRE HATHAWAY 3.75 21 | 266512 | 275390 |
| 250000 LOCKHEED MARTIN 3.35 21 | 267667 | 264190 |
| 500000 CLOROX 3.8 21 | 538950 | 544500 |
| 250000 UNITED HEALTH GROUP 3.375 21 | 274483 | 266342 |
| 500000 GENERAL MILLS 3.15 21 | 524769 | 522645 |
| 500000 AT&T 3 22 | 519250 | 520010 |
| 500000 CIGNA 4 22 | 531185 | 546575 |
| 250000 WALT DISNEY 2.55 22 | 260700 | 255815 |
| 250000 CSS 3.375 22 | 265192 | 259945 |
| 250000 KELLOGG 3.125 22 | 266375 | 261998 |
| 250000 ANHEUSER BUSCH 2.5 22 | 257460 | 251565 |
| 250000 CAMBELL SOUP 2.5 22 | 256338 | 247762 |
| 250000 ALTRIA GROUP 2.85 22 | 254065 | 247383 |
| 500000 ESTEE LAUDER 2.35 22 | 508412 | 495055 |
| 250000 PACIFIC GAS & ELECTRIC | 258170 | 249655 |
| 250000 PHILIP MORRIS 2.5 22 | 257460 | 251150 |
| 500000 THERMO FISCHER SCIENTIFIC3.15 | 525405 | 510985 |
| 250000 UNION PACIFIC 2.95 23 | 266992 | 258480 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (47 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 158544 IBM | 14741202 | 29937103 |
| 36000 LOWES COMPANIES | 542749 | 1278720 |
| 4000 WALMART STORES | 164000 | 272920 |
| 326905 VORNADO REALTY TRUST | 24615708 | 26178552 |
| 4000 ASBC CAPITAL TRUST I 7.625 PFD | ||
| 8000 EQUITY RESIDENTIAL PROP 6.48 PF | ||
| 10000 PNC CAPITAL TRUST D 6.125 PFD | ||
| 10000 GE CAPITAL SENIOR NOTES 5.875 | 250000 | 260000 |
| 5000 MORGAN STANLEY CAP TR IV 6.25 P | 125000 | 124950 |
| 5000 BNY CAPITAL V 5.95 PFD | ||
| 10000 FLORIDA P & L TRUST 5.875 PFD | 250000 | 255400 |
| 4000 EVEREST CAP TRUST 6.2 PFD | 100000 | 100520 |
| 6000 JP MORGAN CHASE CAP XIV 6.2 PFD | 150000 | 152640 |
| 5000 VORNADO REALTY TR SER F 6.75 PF | 125000 | 125900 |
| 2585 AVALON BAY COMM REIT | 187793 | 350500 |
| 27562 CENTER BANCORP | 314200 | 319168 |
| 3000 ESSEX PROPERTY TRUST REIT | 196680 | 439950 |
| 27964 WELLS FARGO | 2756648 | 955810 |
| 17975 INTEL | 450404 | 370645 |
| 6743 SONY | ||
| 10000 USB CAPITAL VIII 6.35 PFD | ||
| 8000 PUBLIC STORAGE SER D 6.18 PFD | ||
| 10000 VORNADO RLTY TRUST SER H 6.75 | 250000 | 251800 |
| 64400 PEOPLES BANK OF BRIDGEPORT | ||
| 10000 NEXTERA ENERGY CAPITAL 6.6 PFD | 250000 | 250200 |
| 10000 USB CAPITAL X 6.5 PFD | ||
| 48880 NEW YORK COMMUNITY BANCORP | 257820 | 640328 |
| 25000 USB CAPITAL TRUST XII 6.3 PFD | ||
| 10000 OCCIDENTAL PETROLEUM | 760700 | 766100 |
| 6000 PETROBAS | 323370 | 116820 |
| 7000 APPLE INC | 1544465 | 3725210 |
| 20000 VORNADO REALTY TRUST SER J | 500000 | 539400 |
| 2000 CHEVRON | 199262 | 237908 |
| 3000 COCA COLA | 196077 | 217500 |
| 25700 ELI LILY | 1179643 | 1267524 |
| 1966 KRAFT FOODS | 70010 | 89394 |
| 406 GENERAL MOTORS | ||
| 369 GENERAL MOTORS WARRENTS 19 | 30405 | 7195 |
| 369 GENERAL MOTORS WARRANTS 19 | 23167 | 4609 |
| 33 INTERCONTINENTAL EXCHANGE | ||
| 5000 FIRST REBULIC BANK 6.2 PFD | 125000 | 130745 |
| 20000 GOLDMAN SACHS 5.95 PFD | 500000 | 499600 |
| 5900 MONDELEZ INTERNATIONAL | 129572 | 150174 |
| 102 MOTORS LI1 CO | 2162 | |
| 6000 HSBC HOLDINGS 8 PFD | 166505 | 165360 |
| 6000 JP MORGAN CHASE | 157196 | 155820 |
| 6000 WEELLS FARGO 8 PFD | 175205 | 176100 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 8286975 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 8312650 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH CMA FUND | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 2638155 | BookValue |
| EOYFMV | 2638155 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| OFFICE EXPENSE | 814 | 814 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECOVERIES OF AMOUNTS TREATED AS QUALIFYING DISTRI | Description |
| Amount | $500 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $73,282 | Amount |
Comments