WILF FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WILF FAMILY FOUNDATION (EIN 22-6075840)
- Tax period
- 2010-11-01 to 2011-10-31
- Filed
- 2011-12-20
- IRS object ID
- 201113549349100001
- Schema version
- 2010v3.4
- 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 | 2011-12-20T14:37:36-06:00 | Timestamp |
| Tax Period End Date | 2011-10-31 | 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 | 2010-11-01 | 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 | 2011-12-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES TARLOWE | Name |
| Phone | 9086547010 | Phone |
| Date Prepared | 2011-12-20 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 115391146 | 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 | 4440377 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4440377 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 890964 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 9865598 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 890964 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 5331341 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5331341 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 81875 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 81875 | OthEmplSlrsWgsNetInvstIncm |
| Pension Empl Bnft Rev And Expnss | 7655 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 7655 | PensionEmplBnftNetInvstIncm |
| Accounting Fees Rev And Expnss | 11000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 11000 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 115000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 115000 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 51000 | TaxesRevAndExpnss |
| Deprec And Depletion Rev And Expnss | 3538 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 3538 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 18214 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 18214 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 288282 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 237282 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 5512084 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 5512084 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 5800366 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 237282 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 5512084 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -469025 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5094059 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 6036020 | CashBOY |
| Cash EOY | 4811760 | CashEOY |
| Cash EOYFMV | 4811760 | CashEOYFMV |
| Prepaid Expenses BOY | 32456 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 81456 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 81456 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 34369466 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 31185981 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 34177532 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 23964329 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 24343553 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 60557272 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 8742355 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 12436389 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 12138820 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 3649770 | InvestmentsOtherBOY |
| Investments Other EOY | 3369770 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3519000 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 30708 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 25402 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 8844 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 5306 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 5306 | LandBuildingAndEquipmentEOYFMV |
| Other Assets EOY | 100000 | OtherAssetsEOY |
| Other Assets EOYFMV | 100000 | OtherAssetsEOYFMV |
| Total Assets BOY | 76803240 | TotalAssetsBOY |
| Total Assets EOY | 76334215 | TotalAssetsEOY |
| Total Assets EOYFMV | 115391146 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 76803240 | UnrestrictedBOY |
| Unrestricted EOY | 76334215 | UnrestrictedEOY |
| Total Net Assets BOY | 76803240 | TotalNetAssetsBOY |
| Total Net Assets EOY | 76334215 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 76803240 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 76334215 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 76803240 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -469025 | ExcessOfRevenueOverExpenses |
| Subtotal | 76334215 | Subtotal |
| Total Net Assets Fund Balances EOY | 76334215 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (47 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 |
|---|---|---|---|---|---|---|---|
| 3314 DREYFUS INTERMEDIATE TERM | P | 1986-04-07 | 2011-02-18 | 43411 | 48697 | -5286 | -5286 |
| 599 GNMA 001843 7.5 22 | P | 1992-06-05 | 2011-06-30 | 599 | 595 | 4 | 4 |
| 4000 CITIGROUP CAPITAL XII 8.5 | P | 2010-03-10 | 2011-04-06 | 104767 | 100000 | 4767 | 4767 |
| 25000 ISRAEL BONDS | P | 2001-07-01 | 2011-06-02 | 25000 | 25000 | ||
| 13757 PRUDENTIAL GLOBAL TOTAL RETURN | P | 1989-11-02 | 2011-02-18 | 91751 | 127659 | -35908 | -35908 |
| 1 GNMP 194089 8.5 17 | P | 1998-12-20 | 2011-06-30 | 1 | 1 | ||
| 5000 JP MORGAN CHASE CAPITAL XXVIII | P | 2010-10-30 | 2011-04-06 | 129185 | 125000 | 4185 | 4185 |
| 135000 ISRAEL BONDS | P | 2001-08-01 | 2011-07-20 | 135000 | 135000 | ||
| 500 CALL VORNADO 75 DEC (SHORT) | P | 2010-11-04 | 2010-09-15 | 596705 | 700995 | -104290 | -104290 |
| 387 FNMA 52 2 6 19 | P | 1996-02-28 | 2011-06-30 | 387 | 373 | 14 | 14 |
| 250000 GE CAPITAL FLOATING 11 | P | 2009-06-06 | 2011-04-28 | 250000 | 228345 | 21655 | 21655 |
| 1000 CALL VORNADO 85 DEC (SHORT) | P | 2010-11-16 | 2010-09-15 | 535985 | 82775 | 453210 | 453210 |
| 844701 GNMA 22 GA 4.5 35 | P | 2009-04-07 | 2011-06-30 | 844701 | 877434 | -32733 | -32733 |
| 10000 INTERSTATE POWER & LIGHT 7.1 | P | 2002-04-04 | 2011-04-29 | 250000 | 250000 | ||
| 500 CALL VORNADO 85 MAR (SHORT) | P | 2011-03-04 | 2010-11-04 | 370763 | 212006 | 158757 | 158757 |
| 1210610 FNMA 10 PA 4.5 38 | P | 2009-03-05 | 2011-06-30 | 1210610 | 1249956 | -39346 | -39346 |
| 110582 CIT GROUP 7 14 | P | 2011-01-05 | 2011-05-02 | 110582 | 112794 | -2212 | -2212 |
| 500 CALL VORNADO 90 MAR (SHORT) | P | 2011-03-04 | 2011-01-05 | 80493 | 51875 | 28618 | 28618 |
| 80137 FHLMC 1486 D 7 23 | P | 1993-04-30 | 2011-06-30 | 80137 | 78534 | 1603 | 1603 |
| 5000 HSBC FINANCE 6.875 PFD | P | 2004-07-07 | 2011-07-15 | 125000 | 125000 | ||
| 500 CALL VORANDO 85 JUNE (SHORT) | P | 2011-05-02 | 2011-03-04 | 322989 | 596503 | -273514 | -273514 |
| 201857 FHLMC 2104 Z 6.5 28 | P | 1999-02-23 | 2011-06-30 | 201857 | 197337 | 4520 | 4520 |
| 10000 HSBC FINANCE 6 PFD | P | 2004-06-11 | 2011-07-15 | 250000 | 250000 | ||
| 500 CALL VORNADO 90 JUNE (SHORT) | P | 2011-05-02 | 2011-03-04 | 182991 | 352883 | -169892 | -169892 |
| 83734 FHLMC 1579 PM 6.7 23 | P | 1993-07-30 | 2011-06-30 | 83734 | 81955 | 1779 | 1779 |
| 1245 PARTMENTS INVEST & MGMT 8 PFD | P | 2004-09-24 | 2011-09-06 | 31125 | 31125 | ||
| 500 CALL VORNADO 90 SEPT (SHORT) | P | 2011-08-08 | 2011-05-03 | 424981 | 36024 | 388957 | 388957 |
| 144874 FHLMC 29.3SH 5 34 | P | 2005-01-24 | 2011-06-30 | 144894 | 143081 | 1813 | 1813 |
| 250000 GMAC 6.875 11 | P | 2011-08-26 | 2011-09-15 | 250000 | 250250 | -250 | -250 |
| 500 CALL VORNADO 85 DEC (SHORT) | P | 2011-09-22 | 2011-05-03 | 672479 | 162005 | 510474 | 510474 |
| 5320 FNMA 255 E 7.1 23 | P | 1997-11-25 | 2011-06-30 | 5320 | 5300 | 20 | 20 |
| 95419 CIT GROUP 7 14 | P | 2011-01-15 | 2011-09-30 | 95419 | 97327 | -1908 | -1908 |
| 1000000 FEDRAL FARM CREDIT BANK | P | 2009-09-24 | 2011-09-16 | 1000000 | 1015006 | -15006 | -15006 |
| 844 FNMA 61 E 7.5 24 | P | 1996-06-06 | 2011-06-30 | 843 | 823 | 20 | 20 |
| 133 FAIRPOINT COMMUNICATION | P | 1988-02-06 | 2011-05-09 | 1275 | -1275 | -1275 | |
| 761 GNMA 207264 8.5 17 | P | 1991-07-30 | 2011-06-30 | 761 | 761 | ||
| 142606 FNMA 86 KW 5 35 | P | 2008-01-28 | 2011-06-30 | 142606 | 141002 | 1604 | 1604 |
| 43999 CIT GROUP 7 14 | P | 2011-01-05 | 2011-10-13 | 44879 | 44879 | ||
| 115 GNMA 313172 8.5 21 | P | 1961-07-30 | 2011-06-30 | 115 | 115 | ||
| 15000 FORD MOTOR CREDIT 7.6 PFD | P | 2006-07-06 | 2010-12-23 | 375000 | 375000 | ||
| 25000 ISRAEL BONDS | P | 1991-01-04 | 2010-12-21 | 25000 | 25000 | ||
| 24770 GNMA 321437 7.5 12 | P | 1992-04-20 | 2011-06-30 | 24770 | 24708 | 62 | 62 |
| 250000 JP MORGAN CHASE 6.75 11 | P | 2009-02-07 | 2011-02-01 | 250000 | 258750 | -8750 | -8750 |
| 15000 ISRAEL BONDS | P | 1991-03-01 | 2011-02-23 | 25000 | 25000 | ||
| 863 GNMA 321439 7.5 12 | P | 1992-04-21 | 2011-06-30 | 863 | 861 | 2 | 2 |
| 250000 L-3 COMMUNICATIONS 5.75 15 | P | 2010-12-20 | 2011-03-09 | 254895 | 255625 | -730 | -730 |
| 70000 ISRAEL BONDS | P | 2001-05-01 | 2011-04-25 | 70000 | 70000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 890964 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 991405 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 5280694 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 107465670 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049138 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5180609 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 98889058 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052388 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2221462 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 114244548 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.019445 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3720953 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 130497109 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.028514 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 7660471 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 113099383 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.067732 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.217217 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043443 | AverageDistributionRatio |
| Net Noncharitable Assets | 114499508 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4974202 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 50941 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 5025143 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 5612084 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 50941 | InvestmentIncomeExciseTax |
| Subtotal | 50941 | Subtotal |
| Tax Based On Investment Income | 50941 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 132453 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 132453 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 81512 | Overpayment |
| Amount Credited To Next Year | 81512 | 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 |
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 |
| 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 |
| JASON WILF | ||||||||
| 39 EAST 29TH STREET | NEW YORK | NY | 10016 | 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 | 81875 | 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 | 115000 | 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 | 110632503 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5423890 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 186762 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 116243155 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 116243155 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1743647 | CashDeemedCharitable |
| Net Noncharitable Assets | 114499508 | NetNoncharitableAssets |
| Minimum Investment Return | 5724975 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5724975 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 50941 | TaxBasedOnInvestmentIncome |
| Total Tax | 50941 | TotalTax |
| Distributable Amount Before Adj | 5674034 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 5674034 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 5674034 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 5512084 | ExpensesAndContributions |
| Program Related Investments Total | 100000 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 5612084 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 50941 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 5561143 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5674034 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 2128702 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year2 | 404728 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 73932 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2607362 | TotalExcessDistriCarryover |
| Qualifying Distributions | 5612084 | QualifyingDistributions |
| Applied To Current Year | 5612084 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 61950 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 61950 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2545412 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 2066752 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 478660 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 404728 | ExcessFromYear2 |
| Excess From Year1 | 73932 | ExcessFromYear1 |
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 (122 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 | $2,000,000 | |
| NY WEILL CORNELL MED CTR | |||||||||
| NEW YORK WEILL CORNELL MEDICAL CENTER | 525 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC | UNRESTRICTED | $920,500 | |
| AM COMM FOR SHAARE ZEDEK | |||||||||
| AMERICAN COMMITTEE FOR SHAARE ZEDEK HOSPITAL | 49 WEST45TH STREET | NEW YORK | NY | 10036 | NONE | PUBLIC | UNRESTRICTED | $757,284 | |
| AM SOCIETY FOR YAD VASHEM | |||||||||
| AMERICAN SOCIETY FOR YAD VASHEM | 500 FIFTH AVENUE | NEW YORK | NY | 10110 | NONE | PUBLIC | UNRESTRICTED | $365,000 | |
| L A MUSEUM OF THE HOLOCAU | |||||||||
| LOS ANGELES MUSEUM OF THE HOLOCAUST | 100 THE GROVE DRIVE | LOS ANGELES | CA | 90036 | NONE | PUBLIC | UNRESTRICTED | $300,000 | |
| PARK EAST SYNAGOGUE | |||||||||
| PARK EAST SYNAGOGUE | 163 EAST 67TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC | UNRESTRICTED | $121,500 | |
| JEWISH EDUCATIONAL CENTER | |||||||||
| JEWISH EDUCATIONAL CENTER | 330 ELMORA AVENUE | ELIZABETH | NJ | 07208 | NONE | PUBLIC | UNRESTRICTED | $82,800 | |
| JEWISH AGENCY FOR ISRAEL | |||||||||
| JEWISH AGENCY FOR ISRAEL | 633 THIRD AVENUE NO | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $75,000 | |
| 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 | $62,500 | |
| GARDEN STATE EQUALITY EDU | |||||||||
| GARDEN STATE EQUALITY EDUCATION FUND | 500 BLOOMFIELD AVENUE | MONTCLAIR | NJ | 07042 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| 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 | $36,500 | |
| GOLDA OCH ACADEMY | |||||||||
| GOLDA OCH ACADEMY | 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | NONE | PUBLIC | UNRESTRICTED | $36,000 | |
| RUTGERS HILLEL | |||||||||
| RUTGERS HILLEL | 93 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC | UNRESTRICTED | $36,000 | |
| UNITED JEWISH COMMUNITIES | |||||||||
| UNITED JEWISH COMMUNITIES OF METRO WEST | 901 ROUTE 10 | WHIPPANY | NJ | 07981 | NONE | PUBLIC | UNRESTRICTED | $35,280 | |
| HOLOCAUST RESOURCE FDN | |||||||||
| HOOCAUST RESOURCE FOUNDATION | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | NONE | PUBLIC | UNRESTRICTED | $35,000 | |
| UNITED JEWISH APPEAL | |||||||||
| UNITED JEWISH APPEAL/JEWISH FEDERATION | 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | UNRESTRICTED | $35,000 | SUITE 874B |
| ARTHRITIS FOUNDATION | |||||||||
| ARTHRITIS FOUNDATION | 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| CENTER FOR JEWISH HISTORY | |||||||||
| CENTER FOR JEWISH HISTORY | 15 W 16TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| JERUSALEM FOUNDATION | |||||||||
| JERUSALEM FOUNDATION | 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | 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 | |
| CONGREGATION EITZ CHAIM | |||||||||
| CONGREGATION EITZ CHAIM | 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | 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 | $20,000 | |
| 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 | $10,000 | PMB116 |
| CURE BREAST CANCER FOUNDA | |||||||||
| CURE BREAST CANCER FOUNDATION | 1122 CLIFTON AVENUE | CLIFTON | NJ | 07013 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| JEWISH FEDERATIONS OF NOR | |||||||||
| JEWISH FEDERATIONS OF NORTH AMERICA | 25 BROADWAY | NEW YORK | NY | 10004 | NONE | PUBLIC | UNRESTRICTED | $10,000 | SUITE 1700 |
| FIRST TEE OF METROPOLITAN | |||||||||
| FIRST TEE OF METROPOLITAN NEW YORK | 3545 JEROME AVENUE | BRONX | NY | 10467 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| HILLEL | |||||||||
| HILLEL | 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| JEWISH NATIONAL FUND | |||||||||
| JEWISH NATIONAL FUND | 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| SILVER SHIELD FOUNDATION | |||||||||
| SILVER SHIELD FOUNDATION | 866 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $10,000 | SUITE307 |
| UNITED WAY OF GREATER UNI | |||||||||
| UNITED WAY OF GREATER UNION COUNTY | 33 WEST GRAND STREET | ELIZABETH | NJ | 07202 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| AMERICAN CONFERENCE ON DI | |||||||||
| AMERICAN CONFERENCE ON DIVERSITY | 109 CHURCH STREET | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC | UNRESTRICTED | $8,500 | |
| METROPLOLITAN GOLF ASSOC | |||||||||
| METROPOLITANGOLF ASSOCIATION FOUNDATION | 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC | UNRESTRICTED | $8,000 | |
| CONGRGATION ISRAEL OF SPR | |||||||||
| CONGREGATION ISRAEL OF SPRINGFIELD | 339 MOUNTAIN AVENUE | SPRINGFIELD | NJ | 07081 | NONE | PUBLIC | UNRESTRICTED | $7,500 | |
| U S HOLOCAUST MEMORIAL | |||||||||
| US HOLOCAUST MEMORIAL & MUSEUM | 100 RAOUL WALLENBERG PLAC | WASHINGTON | DC | 20024 | NONE | PUBLIC | UNRESTRICTED | $7,500 | |
| THE DOE FUND | |||||||||
| THE DOE FUND | 232 EAST 84TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC | UNRESTRICTED | $7,000 | |
| PRINCETON UNIVERSITY | |||||||||
| PRINCETON UNIVERSITY | 330 ALEXANDER STREET | PRINCETON | NJ | 08540 | NONE | PUBLIC | UNRESTRICTED | $7,000 | |
| DRUMTHWACKET FOUNDATION | |||||||||
| DRUMTHWACKET FOUNDATION | 354 STOCKTON STREET | PRINCETON | NJ | 08540 | NONE | PUBLIC | UNRESTRICTED | $6,000 | |
| 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 |
| FOOD ALLERGY INITIATIVE | |||||||||
| FOOD ALLERGY INITIATIVE | 1414 AVENUE OF THE AMERIC | NEW YORK | NY | 10019 | NONE | PUBLIC | UNRESTRICTED | $5,000 | SUITE 1804 |
| FRIENDS OF JERUSALEM COLL | |||||||||
| FREINDS OF JERUSALEM COLLEGE OF TECHNOLOGY | 358 FITH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $5,000 | SUITE 1406 |
| GEORGETOWN UNIVERSITY LAW | |||||||||
| GEORGETOWN UNIVERSITY LAW CENTER | OFFICE OF ADVANCEMENT | WASHINGTON | DC | 20057 | NONE | PUBLIC | UNRESTRICTED | $5,000 | BOX 571253 |
| JEFFREY MODELL FOUNDATION | |||||||||
| JEFFREY MODELL FOUNDATION | 747 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| JEWISH COMMUNAL FUND | |||||||||
| JEWISH COMMUNAL FUND | 575 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC | UNRESTRICTED | $5,000 | STE 703 |
| JEWISH THEOLOGICAL SEMINA | |||||||||
| JEWISH THEOLOGICAL SEMINARY | 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| METROPOLITAN MUSEUM OF AR | |||||||||
| METROPOLITAN MUSEUM OF ART | 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| NYC POLICE MUSEUM | |||||||||
| NEW YORK CITY POLICE MUSEUM | 100 OLD SLIP | NEW YORK | NY | 10005 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| 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 |
| CHABAD CENTER OF NW NJ | |||||||||
| CHABAD CENTER OF NORTHWEST NJ | 1 TORAH WAY | ROCKAWAY | NJ | 07866 | NONE | PUBLIC | UNRESTRICTED | $3,600 | |
| 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 | $3,000 | |
| POLICE ATHLETIC LEAGUE | |||||||||
| POLICE ATHLETIC LEAGUE | 34 1/2 EAST 12TH STREET | NEW YORK | NY | 10003 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| AVON FOUNDATION | |||||||||
| AVON FOUNDATION | 1345 AVENUE OF THE AMERIC | NEW YORK | NY | 10105 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| CHILDREN'S SPECIALIZED HO | |||||||||
| CHILDREN'S SECIALIZED HOSPITAL | 150 NEW PROVIDENCE ROAD | MOUNTAINSIDE | NJ | 07092 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| 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 | $2,500 | |
| NATIONAL ITALIAN AMERICAN | |||||||||
| NATIONAL ITALIAN AMERICAN FOUNDATION | 1860 19TH STREET NW | WASHINGTON | DC | 20009 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| SELFHELP COMMUNITY SERVIC | |||||||||
| SELFHELP COMMUNITY SERVICES | 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| JEWISH VOCATIONAL SERVICE | |||||||||
| JEWISH VOCATIONAL SERVICES OF METRO WEST | 111 PROSPECT STREET | EAST ORANGE | NJ | 07017 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| 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 | $2,000 | |
| TEMPLE BETH DAVID | |||||||||
| TEMPLE BETH DAVID | 4657 HOOD ROAD | PALM BEACH GARDENS | FL | 33418 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| AMERICAN CANCER SOCIETY | |||||||||
| AMERICAN CANCER SOCIETY | 507 WESTMINSTER AVENUE | ELIZABETH | NJ | 07208 | NONE | PUBLIC | UNRESTRICTED | $1,500 | |
| AMERICAN SKIN ASSOCIATION | |||||||||
| AMERICAN SKIN ASSOCIATION | 346 PARK AVE S | NEW YORK | NY | 10010 | NONE | PUBLIC | UNRESTRICTED | $1,500 | |
| DAUGHTERS OF MIRIAM | |||||||||
| DAUGHTERS OF MIRIAM | 155 HAZEL STREET | CLIFTON | NJ | 07015 | NONE | PUBLIC | UNRESTRICTED | $1,500 | |
| CONGREGATION ADATH ISRAEL | |||||||||
| CONGREGATION ADATH ISRAEL | 1391 NORTH AVENUE | ELIZABETH | NJ | 07208 | NONE | PUBLIC | UNRESTRICTED | $1,260 | |
| STARLIGHT STARBRIGHT CHIL | |||||||||
| STARLIGHT STARBRIGHT CHILDREN'S FOUNDATION | 1560 BROADWAY | NEW YORK | NY | 10036 | NONE | PUBLIC | UNRESTRICTED | $1,250 | SUITE 600 |
| AHRC NYC FOUNDATION | |||||||||
| AHRC NYC FOUNDATION | 83 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||||
| ALZHEIMER'S ASSOCIATION | 400 MORRIS AVENUE | DENVILLE | NJ | 07834 | NONE | PUBLIC | UNRESTRICTED | $1,000 | SUITE 251 |
| AMERICAN JEWISH LEAGUE FO | |||||||||
| AMERICAN JEWISH LEAGUE FOR ISRAEL | 319 PUTNAM ROAD | UNION | NJ | 07083 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| AMIT | |||||||||
| AMIT | 817 BROADWAY | NEW YORK | NY | 10003 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| BACHMANN-STRAUSS DYSTONIA | |||||||||
| BACHMANN-STRAUSS DYSTONIA & PARKINSON FOUNDATION | 551 FIFTH AVENUE | NEW YORK | NY | 10176 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| BLUE CARD | |||||||||
| BLUE CARD | 171 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| BRAIN TRAUMA FOUNDATION | |||||||||
| BRAIN TRAUMA FOUNDATION | 7 WORLD TRADE CENTER | NEW YORK | NY | 10007 | NONE | PUBLIC | UNRESTRICTED | $1,000 | FLOOR 34 |
| CEREBRAL PALSY OF NORTH J | |||||||||
| CEREBRAL PALSY OF NORTH JERESY | 220 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | PUBLIC | UNRESTRICTED | $1,000 | SUITE 300 |
| DIABETES RESEARCH INSTITU | |||||||||
| DIABETES RESEARCH INSTITUTE FOUNDATION | 200 SOUTH PARK ROAD | HOLLYWOOD | FL | 33021 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| NEPHCURE FOUNDATION | |||||||||
| NEPHCURE FOUNDATION | 15 WATERLOO AVENUE | BERWYN | PA | 19312 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| FIRST TEE PALM BEACHES | |||||||||
| FIRST TEE PALM BEACHES | 7301 HAVERHILL ROAD N | RIVIERA | FL | 33407 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| FOOD BANK OF MONMOUTH & O | |||||||||
| FOOD BANK OF MONMOUTH & OCEAN COUNTIES | 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| FRIENDS OF HUDSON RIVER P | |||||||||
| FRIENDS OF HUDSON RIVER PARK | 311 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| HARLEM EDUCTIONAL ACTIVIT | |||||||||
| HARLEM EDUCATIONAL ACTIVITIES FUND | 200 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC | UNRESTRICTED | $1,000 | 5TH FLOOR |
| INNER-CITY SCHOLARSHIP FU | |||||||||
| INNER-CITY SCHOLARSHIP FUND | 1011 FIRST AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC | UNRESTRICTED | $1,000 | SUIITE 1400 |
| INSTITUTE FOR CHILDREN WI | |||||||||
| INSTITUTE FOR CHILDREN WITH CANCER & BLOOD DISORDE | 121 SOMERSET STREET | NEW BRUNSWICK | NJ | 08903 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| JEWISH COMMUNITY PROJECT | |||||||||
| JEWISH COMMUNITY PROJECT OF LOWER MANHATTAN | 146 DUANE STREET | NEW YORK | NY | 10013 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| JEWISH FAMILY & CHILDREN | |||||||||
| JEWISH FAMILY & CHILDREN SERVICES OF GREATER MONMO | 705 SUMMERFIRELD AVENUE | ASBURY PARK | NJ | 07712 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| KEAN UNIVERSITY FOUNDATIO | |||||||||
| KEAN UNIVERSITY FOUNDATION | 1000 MORRIS AVENUE | UNION | NJ | 07083 | NONE | PUBLIC | UNRESTRICTED | $1,000 | T-130 |
| KOLLEL OF ELIZABETH CONGR | |||||||||
| KOLLEL OF ELIZABETH CONGREGATION | 215 HOWARD AVENUE | PASSAIC | NJ | 07055 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| LEUKEMIA & LYMPHOMA SOCIE | |||||||||
| LEUKEMIA & LYMPHOMA SOCIETY | 1311 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| LIVINGSTON SYMPHONY ORCHE | |||||||||
| LIVINGSTON SYMPHONY ORCHESTRA | P O BOX 253 | LIVINGSTON | NJ | 07039 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| NECHAMA JEWISH DISASTER R | |||||||||
| NECHAMA JEWISH DISASTER RESPONSE | 4330 CEDAR LAKE ROAD S | ST LOUIS PARK | MN | 55416 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| NEW YORK LAWYERS FOR THE | |||||||||
| NEW YORK LAWYERS FOR THE PUBLIC INTEREST | 151 W 30TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $1,000 | 11TH FLOOR |
| OPPORTUNITY PROJECT | |||||||||
| OPPORTUNITY PROJECT | 60 E WILLOW STREET | MILLBURN | NJ | 07041 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| N J STATE GOLF ASSOC | |||||||||
| NEW JERSEY STATE GOLF ASSOCATION | 1000 BROAD STREET | BLOOMFIELD | NJ | 07003 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| SUTTON PLACE SYNAGOGUE | |||||||||
| SUTTON PLACE SYNAGOGUE | 225 EAST 51ST STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| URBAN ASSEMBLY INC | |||||||||
| URBAN ASSEMBLY INC | 90 BROAD STREET | NEW YORK | NY | 10004 | NONE | PUBLIC | UNRESTRICTED | $1,000 | 21ST FLOOR |
| 180 TURNING LIVES AROUND | |||||||||
| 180 TURNING LIVES AROUND | 1 BETHANY ROAD | HAZLET | NJ | 07730 | NONE | PUBLIC | UNRESTRICTED | $500 | BUILDING 3 SUITE 42 |
| AIDS RESOURCE FOUNDATION | |||||||||
| AIDS RESOURCE FOUNDATION FOR CHILDREN | 75 ACADEMY STREET | NEWARK | NJ | 07102 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| FRIENDS OF TRANQUILITY CA | |||||||||
| FRIENDS OF TRANQUILITY CAMP | P O BOX 378 | WOODMERE | NY | 11598 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| HUNTERDON HUSKIES POP WAR | |||||||||
| HUNTERDON HUSKIES POP WARNER | P O BOX 550 | ANNADALE | NJ | 08801 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| MICHAEL J FOX FOUNDATION | |||||||||
| MICHAEL J FOX FOUNDATION FOR PARKINSON RESEARCH | CHURCH STREET STATION | NEW YORK | NY | 10008 | NONE | PUBLIC | UNRESTRICTED | $500 | P O BOX 780 |
| MONMOUTH COUNTY SPCA | |||||||||
| MOUNMOUTH COUNTY SPCA | 260 WALL STREET | EATONTOWN | NJ | 07724 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| OVERLOOK HOSPITAL FOUNDAT | |||||||||
| OVERLOOK HOSPITAL FOUNDATION | 36 UPPER OVERLOOK ROAD | SUMMIT | NJ | 07901 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| SKIN CANCER FOUNDATION | |||||||||
| SKIN CANCER FOUNDATION | 149 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| SMILE TRAIN | |||||||||
| SMILE TRAIN | 41 MADISON AVENUE | NEW YORK | NY | 10010 | NONE | PUBLIC | UNRESTRICTED | $500 | 28TH FLOOR |
| TRI-COUNTY SCHOARSHIP FUN | |||||||||
| TRI-COUNTY SCHOLARSHIP FUND | 4 CENTURY DRIVE | PARSIPPANY | NJ | 07054 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| UNITED STATES SKI TEAM FO | |||||||||
| UNITED STATES SKI TEAM FOUNDATION | PO BOX 100 | PARK CITY | UT | 84060 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| CONGREGATION RINAT ISRAEL | |||||||||
| CONGREGATION RINAT ISRAEL | 389 WEST ENGLEWOOD AVENUE | TEANECK | NJ | 07666 | NONE | PUBLIC | UNRESTRICTED | $400 | |
| KULANU YACHAD | |||||||||
| KULANU YACHAD | 36 BELLEWOOD PLACE | ELIZABETH | NJ | 07208 | NONE | PUBLIC | UNRESTRICTED | $360 | |
| JEWISH FEDERATION OF GREA | |||||||||
| JEWISH FEDERATION OF GREATER MONMOUTH COUNTY | 100 GRANT AVENUE | DEAL | NJ | 07723 | NONE | PUBLIC | UNRESTRICTED | $250 | |
| MARINE CORPS SCHOLARSHIP | |||||||||
| MARINE CORPS SCHOLARSHIP FOUNDATION | P O BOX 245 | LITTLE SILVER | NJ | 07739 | NONE | PUBLIC | UNRESTRICTED | $250 | |
| NATIONAL KIDNEY FOUNDATIO | |||||||||
| NATIONAL KIDNEY FOUNDATION | 30 EAST 33RD STREET | NEW YORK | NY | 10016 | NONE | PUBLIC | UNRESTRICTED | $250 | |
| ST MARY'S SCHOOL | |||||||||
| ST MARY'S SCHOOL | 538 CHURCH STREET | MIDDLETOWN | NJ | 07748 | NONE | PUBLIC | UNRESTRICTED | $250 | |
| TEMPLE SHALOM OF WEST ESS | |||||||||
| TEMPLE SHALOM OF WEST ESSEX | 760 POMPTON AVENUE | CEDAR GROVE | NJ | 07009 | NONE | PUBLIC | UNRESTRICTED | $250 | |
| COLEL CHABAD | |||||||||
| COLEL CHABAD | 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PUBLIC | UNRESTRICTED | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 5512084 | 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 | $4,440,377 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $890,964 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,331,341 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5331341 | 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 | $11,000 | Amount |
| Net Investment Income | 11000 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (9 entries)
| JOSEPH WILF |
| ELIZABETH WILF |
| LEONARD WILF |
| ZYGMUNT WILF |
| MARK WILF |
| ORIN WILF |
| JEFFREY WILF |
| JONATHAN WILF |
| JASON 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 | 21864 | 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 (49 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 200000 HOUSEHOLD FINANCE 7.1 11 | 200000 | 200774 |
| 200000 DELPHI CORP 6 1/2 13 | 207113 | 4000 |
| 200000 GMAC 5.9 19 | 200000 | 175080 |
| 200000 BANK OF AMERICA 6.15 29 | 200000 | 176824 |
| 10000 AMER FINANCIAL GROUP 7 1/8 34 | 250000 | 252000 |
| 200000 TIME WARNER 6.95 28 | 198891 | 241410 |
| 200000 ALLY FINANCIAL 6 3/4 14 | 206005 | 202042 |
| 250000 JP MORGAN CHASE 6.75 11 | ||
| 250000 GE CAPITAL CORP FLOATING RATE | ||
| 300000 VORNADO REALTY CORP 3.875 25 | 243000 | 317625 |
| 250000 ANADARKO PETROLEUM 5.95 16 | 271660 | 287305 |
| 250000 SUNOCO 5.75 17 | 268156 | 252658 |
| 250000 ALCOA 5.55 17 | 263275 | 263795 |
| 250000 PITNEY BOWES 4.75 18 | 263188 | 253852 |
| 250000 VIACOM 4.625 18 | 263525 | 259995 |
| 250000 POTASH CORP-SASKATCHEWAN 4.87 | 266218 | 286300 |
| 250000 ERP OPERATING 4.75 20 | 267365 | 260023 |
| 250000 L-3 COMMUNICATION 4.75 20 | 268460 | 248662 |
| 250000 JP MORGAN CHASE 4.4 20 | 261168 | 253150 |
| 250000 CREDIT SUISSE NEW YORK 4.375 | 261128 | 253988 |
| 250000 NEWELL RUBBERMAID 4.7 20 | 266575 | 256775 |
| 250000 ENTERGY 5.125 20 | 254012 | 249985 |
| 250000 CLIFFS NATURAL RESOURCES 4.8 | 259505 | 249005 |
| 250000 MATTEL 4.35 20 | 261065 | 261750 |
| 250000 CORN PRODUCTS INTERNATIONAL 4 | 262505 | 263155 |
| 250000 CANADIAN PACIFIC 4.45 23 | 260823 | 261465 |
| 250000 FORD MOTOR CREDIT FLOATING 12 | 238750 | 250375 |
| 250000 BRANDYWINE OPERATING PARTNERS | 260000 | 252507 |
| 500000 STEEL DYNAMICS 7.375 12 | 535000 | 518125 |
| 250000 REGIONS FINANCIAL 4.875 13 | 251875 | 243750 |
| 250000 TEXTRON FINANCIAL 5.4 13 | 264063 | 256210 |
| 250000 DUKE REALTY 6.25 13 | 266310 | 263000 |
| 250000 FRONTIER COMMUNICATIONS 6.625 | 265625 | 257500 |
| 250000 JP MORGAN CHASE CAP XXVIII 7 | 250000 | 251250 |
| 250000 UNION PACIFIC 4 21 | 269900 | 264345 |
| 250000 METLIFE 4.75 21 | 270612 | 270927 |
| 250000 CVS COREMARK 4.125 21 | 263875 | 266855 |
| 250000 AETNA 4.125 21 | 268428 | 262305 |
| 250000 SCWAB CAPITAL TRUST 7.5 37 | 263750 | 253608 |
| 250000 VORNADO REALTY TRUST 4.25 15 | 257188 | 255650 |
| 250000 ROYAL BANK OF SCOTLAND 5 13 | 249688 | 241043 |
| 250000 NRG ENERGY 7.375 17 | 263125 | 260312 |
| 250000 RITE AID 9.75 16 | 282500 | 273750 |
| 250000 HUTCH WHAMPOA 6 49 | 260375 | 253125 |
| 500000 GR CAPITAL 6.375 67 | 520000 | 496350 |
| 250000 PNC FINANCIAL 6.75 49 | 246875 | 249965 |
| 250000 AMERICAN AXLE & MFG 5.25 14 | 241875 | 246250 |
| 250000 WINDSTREAM 8.125 13 | 266875 | 267500 |
| 250000 SPRINT CAPITAL 8.375 12 | 256063 | 252500 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (67 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 13373 AT&T | 67294 | 391963 |
| 7072 VERIZON COOMUNICATIONS | 62386 | 261523 |
| 591 CENTURY LINK | 19805 | 20839 |
| 523856 VORNADO REALTY TRUST | 9141512 | 43329265 |
| 13757 PRUDENTIAL GLOBAL TOTAL RETUR | ||
| 10000 PUTNAM PREMIER INCOME TRUST | 100002 | 57300 |
| 3314 DREYFUS A BONDS PLUS FUND | ||
| 4375 VODAPHONE | 12286 | 121800 |
| 22230 PNC FINANCIAL SERVICES | 837605 | 1193973 |
| 3000 PUBLIC SERVICE ENTERPRISE GROUP | 39064 | 101100 |
| 521 WELLS FARGO | 99157 | 13499 |
| 8000 MERRILL LYNCH CAP TR IV 7.12 PF | 200000 | 187440 |
| 10983 BLACKROCK CORPORATE HIGH YIELD | 154272 | 76551 |
| 34458 IBM | 3618736 | 6361981 |
| 8000 BANK ONE CAPITAL TRUST 7.2 PFD | 200000 | 204720 |
| 5192 FRONTIER COMMUNICATIONS | 54118 | 32502 |
| 10000 GENERAL MOTORS 7 1/4 PFD | 129518 | 3800 |
| 7000 BAC CAPITAL TRUST III 7 PFD | 175000 | 166740 |
| 10000 STERLING BANCORP TR I 8 3/8 PF | 100000 | 101100 |
| 2400 VNB CAP TRUST I 7 3/4 PFD | 60000 | 62208 |
| 5000 BAC CAPITAL TRUST II 7 PFD | 125000 | 116250 |
| 15000 FORD MOTOR CREDIT 7.6 PFD | ||
| 5000 GMAC 7.35 PFD | 125000 | 108500 |
| 5000 GENERAL MOTORS 7 1/4 PFD | 64759 | 1900 |
| 5000 JP MORGAN CHASE CAPITAL X 7 PFD | 125000 | 128650 |
| 100000 INTERSTATE POWER&LIGHT 7.1 PF | ||
| 8000 FIRST NIAGRA FINANCIAL GROUP | 80000 | 73520 |
| 5000 HSBC 6 7/8 PFD | ||
| 5000 M S CAP TRUST III 6 1/4 PFD | 125000 | 109450 |
| 5000 JP MORGAN CHASE CAP XI 5 7/8 PF | 125000 | 124950 |
| 4507 COMCAST | 34252 | 105689 |
| 3755 AIMCO 8 PFD | 93875 | 94926 |
| 10000 HSBC 6 PFD | ||
| 5000 JP MORGAN CHASE CAP XIV 6.2 PF | 125000 | 126150 |
| 10000 VORNADO REALTY TR SER E 7 PFD | 249100 | 252100 |
| 2000 TAUBMAN CENTER 8 PFD | 50000 | 50600 |
| 5000 GMAC 7 3/8 PFD | 125000 | 109100 |
| 5000 VORNADO REALTY TR SER G 6 5/8 P | 125000 | 125800 |
| 1000 LAZARD LTD | 25000 | 27340 |
| 161 PORTLAND GENERAL ELECTRIC | 3951 | |
| 1264 ALCATEL LUCENT | 21328 | 3463 |
| 48880 NEW YORK COMMUNITY BANCORP | 529500 | 650593 |
| 95550 PEOPLES UNITED FINANCIAL | 1231889 | 1218262 |
| 700 VANGUARD NATURAL RESOURCES | 13300 | 20349 |
| 2000 ENCORE ENERGY PARTNERS | 42000 | 43220 |
| 6000 AMR CORP 7 7/8 PFD | 150000 | 85380 |
| 10000 GENERAL MOTORS 7 3/8 PFD | 129518 | 3800 |
| 38000 GENERAL MOTORS 7 3/8 PFD | 492169 | 14440 |
| 10000 G E CAPITAL CORP 6.1 PFD | 250000 | 257900 |
| 20000 GENERAL MOTORS 7 1/2 PFD | 259036 | 7600 |
| 290 DELTEK | 3870 | 2134 |
| 400 LUMBER LIQUIDATORS | 4400 | 5988 |
| 133 FAIRPOINT COMMUNICATIONS | ||
| 594 BOEING | 50000 | 39079 |
| 7307 CITIGROUP | 250000 | 230828 |
| 92595 JP MORGAN STRATEGIC INCOME OPP | 1065152 | 1073175 |
| 95551 JP MORGAN SHORT DURATION BOND | 1038958 | 1050101 |
| 12000 CORTS TRUST WEYERHAEUSER 6 PFD | 300000 | 300000 |
| 4000 CITIGROUP CAPITAL XII 8.5 PFD | ||
| 5000 JP MORGAN CHASE CAPITAL XXVIII | ||
| 10000 VORNADO REALTY TRUST SERIES J | 250000 | 259600 |
| 1000 AVALON BAY COMMUNITIIES | 110065 | 133690 |
| 5000 GENERAL MOTORS CONV PFD B | 236502 | 209000 |
| 250000 JP MORGAN CHASE 7.9 PFD | 248125 | 269178 |
| 7558 GENERAL MOTORS WARRANTS-CL A | 303725 | 128108 |
| 7558 GENERAL MOTORS WARRANTS-CL B | 234346 | 89184 |
| 8318 GENERAL MOTORS | 461929 | 215020 |
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 | 3369770 | BookValue |
| EOYFMV | 3519000 | 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 | 25402 | AccumulatedDepreciation |
| Book Value | 5306 | BookValue |
| EOYFMV | 5306 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOAN TO J.E.C. AT 0% INTEREST | Description |
| EOY Book Value | 100000 | EOYBookValue |
| EOYFMV | 100000 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| OFFICE | 5655 | 5655 |
| INSURANCE | 7559 | 7559 |
| DUES AND SUBSCRIPTIONS | 5000 | 5000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | Category |
| Amount | $115,000 | Amount |
| Net Investment Income | 115000 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $51,000 | Amount |
Comments