WILF FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WILF FAMILY FOUNDATION (EIN 22-6075840)
- Tax period
- 2025-11-01 to 2025-12-31
- Filed
- 2026-08-18
- IRS object ID
- 202602309349100780
- Schema version
- 2025v4.2
- 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
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-18T15:19:44-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226075840 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILF FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILF | BusinessNameControlTxt |
| Phone | 9739248246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 MORRIS TURNPIKE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD WILF | PersonNm |
| Person Title | PRESIDENT & TRUSTEE | PersonTitleTxt |
| Phone | 9739248246 | PhoneNum |
| Signature | 2026-07-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,640,516 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,383 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,383 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $514,065 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $514,065 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,295 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,537,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,295 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $533,743 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $533,743 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $42,308 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $42,308 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,252 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,252 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,000 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $17,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,325 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,620 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,620 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,505 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $120,505 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,026,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,026,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,146,505 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,146,505 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$612,762 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $533,743 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $990,737 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,292,916 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,292,916 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,822,138 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,176,297 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,176,297 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,329,074 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,189,551 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,189,551 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,853,385 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,981,752 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,981,752 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $63,995,334 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,640,516 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,640,516 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $63,995,334 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $63,640,516 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,995,334 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,640,516 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,995,334 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,640,516 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,995,334 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$612,762 | ExcessRevenueOverExpensesAmt |
| Other Increases | $257,944 | OtherIncreasesAmt |
| Subtotal | $63,640,516 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,640,516 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,537,897 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,519,602 | CostOrOtherBasisAmt |
| Gain Or Loss | $18,295 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $18,295 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,295 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,419 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,419 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,419 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $68,479 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $68,479 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $61,060 | OverpaymentAmt |
| Applied To ES Tax | $61,060 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PKF O'CONNOR DAVIES ADVISORY LLC | IndividualWithBooksNm |
| Phone | 2122862600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEONARD WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | PRESIDENT & TRUSTEE | 1.00 | $0 | $0 | $0 |
| ZYGMUNT WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | VICE PRESIDENT & TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARK WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | SECRETARY & TRUSTEE | 1.00 | $0 | $0 | $0 |
| ORIN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TREASURER & TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELANA WILF TANZMAN | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JASON WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JONATHAN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DANIEL WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HALLE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RACHEL S WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEPHANIE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AUDREY WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JANE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BETH WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $62,329,101 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,954,557 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $64,283,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $64,283,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $964,255 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $63,319,403 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $529,097 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $529,097 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,419 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,419 | TotalTaxAmt |
| Distributable Before Adj | $521,678 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $521,678 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $521,678 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,146,505 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,146,505 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $521,678 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,212,782 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,312,665 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,642,760 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,831,812 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,906,069 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $40,906,088 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,146,505 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $521,678 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $624,827 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $41,530,915 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,212,782 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $39,318,133 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,312,665 | ExcessFromYear4Amt |
| Excess From Year3 | $8,642,760 | ExcessFromYear3Amt |
| Excess From Year2 | $14,831,812 | ExcessFromYear2Amt |
| Excess From Year1 | $10,906,069 | ExcessFromYear1Amt |
| Excess From Current Year | $624,827 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ZYGMUNT WILF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHABAD HOUSE-LUBAVITCH | |||||||
| 170 COLLEGE AVE | NEW BRUNSWICK | NJ | 08901 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| FAMILY PROMISE INC (FKA INTERFAITH HOSPITALITY NETWORK) | |||||||
| 71 SUMMIT AVENUE | SUMMIT | NJ | 07901 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 |
| ISRAEL POLICY FORUM INC | |||||||
| 228 PARK AVENUE SOUTH | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MARCH OF DIMES INC | |||||||
| PO BOX 18819 | ATLANTA | GA | 31126 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2201 WEST END AVENUE | NASHVILLE | TN | 37240 | N/A | PC | SCHOLARSHIPS | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,026,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,383 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $514,065 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,295 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $533,743 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $533,743 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION IS NOT REQUIRED TO FILE A COPY OF THE FEDERAL FORM 990-PF WITH THE NEW JERSEY ATTORNEY GENERAL BECAUSE IT DOES NOT SOLICIT FUNDS FROM THE PUBLIC. | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CHANGE OF ACCOUNTING PERIOD | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | EFFECTIVE NOVEMBER 1, 2025, THE WILF FAMILY FOUNDATION CHANGED ITS ANNUAL ACCOUNTING PERIOD FROM A FISCAL YEAR ENDING OCTOBER 31 TO A CALENDAR YEAR ENDING DECEMBER 31. ACCORDINGLY, THIS FORM 990-PF IS A SHORT-PERIOD RETURN COVERING THE PERIOD NOVEMBER 1, 2025 THROUGH DECEMBER 31, 2025. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (54 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM INC GLB 02.100% MAY 12 2031 FACE 250,000 | $225,855 | $225,855 |
| APPLE INC SR NTS 0.7% 02/08/2026 DTD 02/08/2021 350,000.000 SHARES | $348,893 | $348,893 |
| BK OF AMER CORP VAR RT PERP MAT DTD 01/25/2022 500,000.000 SHARES | $494,585 | $494,585 |
| BK OF AMER CORP VAR RT PERP MAT DTD 03/15/2018 1,250,000.000 SHARES | $1,271,378 | $1,271,378 |
| BK OF AMER CORP VAR RT PERP MAT DTD 04/29/2025 500,000.000 SHARES | $520,976 | $520,976 |
| BK OF AMER CORP VAR RT PERP MAT DTD 07/24/2025 500,000.000 SHARES | $507,853 | $507,853 |
| BK OF NY MELLON CORP VAR RT PERP MAT DTD 09/10/2025 500,000.000 SHARES | $507,638 | $507,638 |
| BP CAP MARKETS PLC VAR RT PERP MAT DTD 11/18/2024 200,000.000 SHARES | $206,242 | $206,242 |
| CAP ONE FINL CO VAR RT PERP MAT DTD 06/10/2021 500,000.000 SHARES | $493,990 | $493,990 |
| CATERPILLAR INC GLB 02.600% APR 09 2030 FACE 250,000 | $236,493 | $236,493 |
| CHARLES SCHWAB CORP VAR RT PERP MAT DTD 10/31/2017 250,000.000 SHARES | $245,314 | $245,314 |
| CITIGROUP INC SR NTS VAR RT 02/13/2030 DTD 02/13/2024 200,000.000 SHARES | $205,230 | $205,230 |
| CITIGROUP INC VAR RT PERP MAT DTD 02/12/2025 500,000.000 SHARES | $515,488 | $515,488 |
| CITIGROUP INC VAR RT PERP MAT DTD 03/06/2024 500,000.000 SHARES | $519,064 | $519,064 |
| CITIGROUP INC VAR RT PERP MAT DTD 07/23/2025 500,000.000 SHARES | $519,553 | $519,553 |
| CITIGROUP INC VAR RT PERP MAT DTD 07/30/2024 500,000.000 SHARES | $527,334 | $527,334 |
| CITIGROUP INC VAR RT PERP MAT DTD 09/21/2023 1,000,000.000 SHARES | $1,048,519 | $1,048,519 |
| CITIGROUP INC VAR RT PERP MAT DTD 10/27/2021 500,000.000 SHARES | $493,534 | $493,534 |
| CITIGROUP INC VAR RT PERP MAT DTD 12/03/2024 700,000.000 SHARES | $712,550 | $712,550 |
| CITIGROUP INC VAR RT PERP MAT DTD 12/10/2025 500,000.000 SHARES | $508,136 | $508,136 |
| COCA-COLA CO/THE GLB 02.000% MAR 05 2031 FACE 250,000 | $226,555 | $226,555 |
| COMCAST CORP 3.150% 03/01/2026 DTD 02/23/2016 350,000.000 SHARES | $349,880 | $349,880 |
| DALLAS-FORT WORTH TX INTL ARPT SER A 2.434% 11/01/2028 250,000.000 SHARES | $240,784 | $240,784 |
| DALLAS-FORT WORTH TX INTL ARPT SER A 2.554% 11/01/2030 100,000.000 SHARES | $93,494 | $93,494 |
| EXXON MOBIL CORP SR NTS 3.043% 03/01/2026 DTD 03/03/2016 350,000.000 SHARES | $349,542 | $349,542 |
| FHLMC 3393 CL BY 5.5% 11/15/2037 DTD 11/01/2007 200,000.000 SHARES | $7,818 | $7,818 |
| FNMA 2007-30 CL KZ 5.0% 04/25/2037 DTD 03/01/2007 900,000.000 SHARES | $318,496 | $318,496 |
| FORD MTR CR CO LLC SR NTS 4.95% 05/28/2027 DTD 03/28/2022 200,000.000 SHARES | $200,726 | $200,726 |
| GNMA CMO 2004 18 WD 05.500% FEB20 34 FACE 500,000 | $80,280 | $80,280 |
| GNMA CMO 2008 74 CZ 06.000% AUG16 38 FACE 8,250,000 | $1,280,415 | $1,280,415 |
| GOLDMAN SACHS CAP II VAR RT PERP MAT DTD 05/15/2007 500,000.000 SHARES | $407,754 | $407,754 |
| GOLDMAN SACHS GROUP INC PERP MAT DTD 04/23/2024 500,000.000 SHARES | $529,278 | $529,278 |
| GOLDMAN SACHS GROUP INC VAR RT PERP MAT DTD 01/24/2025 500,000.000 SHARES | $519,957 | $519,957 |
| GOLDMAN SACHS GROUP INC VAR RT PERP MAT DTD 09/26/2024 1,500,000.000 SHARES | $1,520,928 | $1,520,928 |
| GOLDMAN SACHS GROUP INC VAR RT PERP MAT DTD 10/29/2021 1,000,000.000 SHARES | $990,392 | $990,392 |
| IBM CORP SR NTS 4.5% 02/06/2026 DTD 02/06/2023 350,000.000 SHARES | $350,209 | $350,209 |
| JPMORGAN CHASE & CO VAR RT PERP MAT DTD 02/04/2025 200,000.000 SHARES | $207,822 | $207,822 |
| JPMORGAN CHASE & CO VAR RT PERP MAT DTD 03/12/2024 1,700,000.000 SHARES | $1,802,877 | $1,802,877 |
| JPMORGAN CHASE & CO VAR RT PERP MAT DTD 10/20/2017 500,000.000 SHARES | $501,519 | $501,519 |
| JPMORGANCHASEFIN MTN 5.0% 08/31/2028 DTD 02/28/2025 500,000.000 SHARES | $500,243 | $500,243 |
| KEYCORP VAR RT PERP MAT DTD 09/09/2016 250,000.000 SHARES | $248,826 | $248,826 |
| METLIFE INC VAR RT 03/15/2055 DTD 03/13/2025 500,000.000 SHARES | $527,278 | $527,278 |
| MICROSOFT CORP SR NTS 4.2% 11/03/2035 DTD 11/03/2015 250,000.000 SHARES | $248,898 | $248,898 |
| MORGAN STANLEY VAR RT PERP MAT DTD 10/02/2020 250,000.000 SHARES | $249,292 | $249,292 |
| MORGAN STANLEY VAR RT PERP MAT DTD 10/02/2020 250,000.000 SHARES | $249,718 | $249,718 |
| PHILLIPS 66 CO VAR RT 03/15/2056 DTD 09/18/2025 500,000.000 SHARES | $497,950 | $497,950 |
| PNC FINL SERVICES VAR RT PERP MAT DTD 08/19/2022 250,000.000 SHARES | $254,114 | $254,114 |
| PNC FINL SERVICES VAR RT PERP MAT DTD 11/01/2016 100,000.000 SHARES | $100,195 | $100,195 |
| TIME WARNER INC 6.95% 01/15/2028 DTD 01/12/1998 200,000.000 SHARES | $201,750 | $201,750 |
| TRUIST FINL CORP VAR RT PERP MAT DTD 07/29/2019 250,000.000 SHARES | $250,684 | $250,684 |
| VOYA FINL INC VAR RT PERP MAT DTD 09/12/2018 250,000.000 SHARES | $263,679 | $263,679 |
| WELLS FARGO & CO VAR RT PERP MAT DTD 01/26/2021 500,000.000 SHARES | $498,445 | $498,445 |
| WELLS FARGO & CO VAR RT PERP MAT DTD 07/23/2024 500,000.000 SHARES | $522,507 | $522,507 |
| WSTRN MN MUNI PWR AGY TXBL SER A 2.545% 01/01/2028 DTD 500,000.000 SHARES | $488,621 | $488,621 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLSTATE CORP (ALLP) 2,000.000 SHARES | $41,880 | $41,880 |
| ALPHABET INC SHS CL A (GOOGL) 20,000.000 SHARES | $6,260,000 | $6,260,000 |
| AMAZON COM INC COM (AMZN) 28,400.000 SHARES | $6,555,288 | $6,555,288 |
| AT&T INC (TPA) 14,000.000 SHARES | $281,960 | $281,960 |
| AT&T INC (TPC) 5,800.000 SHARES | $110,316 | $110,316 |
| AVALONBAY CMMUN INC (AVB) 10,000.000 SHARES | $1,813,100 | $1,813,100 |
| BANK OF AMERICA CORP (BACPB) 15,000.000 SHARES | $376,500 | $376,500 |
| BANK OF AMERICA CORP (BACPM) 15,000.000 SHARES | $329,850 | $329,850 |
| BANK OF AMERICA CORP (BACPN) 9,000.000 SHARES | $186,840 | $186,840 |
| BANK OF AMERICA CORP (BACPO) 7,200.000 SHARES | $130,608 | $130,608 |
| BANK OF AMERICA CORP (BACPP) 2,000.000 SHARES | $34,340 | $34,340 |
| BANK OF AMERICA CORP NON-CUM PFD STK SER KK 5.375% 10,000.000 SHARES | $219,900 | $219,900 |
| CAPITAL ONE FINCL CO FXD RT NON-CUM PFD STK 4.80% SER J 10,000.000 SHARES | $180,900 | $180,900 |
| DUKE ENERGY CORP (DUKPA) 5,000.000 SHARES | $124,850 | $124,850 |
| JPMORGAN CHASE & CO (JPMPC) 10,000.000 SHARES | $251,400 | $251,400 |
| JPMORGAN CHASE & CO (JPMPJ) 6,000.000 SHARES | $121,440 | $121,440 |
| JPMORGAN CHASE & CO (JPMPK) 13,625.000 SHARES | $264,325 | $264,325 |
| JPMORGAN CHASE & CO NON-CUM PREFERRED STK 4.55% SER JJ 10,000.000 SHARES | $194,000 | $194,000 |
| METLIFE INC NON-CUM PFD STK SER F 04.75% 10,000.000 SHARES | $197,300 | $197,300 |
| U.S. BANCORP SER L NON-CUM PFD STK 3.75% 20,000.000 SHARES | $306,600 | $306,600 |
| WELLS FARGO & COMPANY (WFCPZ) 10,000.000 SHARES | $194,900 | $194,900 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANTARES STRATEGIC CREDIT FUND | FMV | $2,923,830 | $2,923,830 |
| BLACKROCK CORP HI YLD (HYT) 6,723.000 SHARES | FMV | $59,835 | $59,835 |
| BLACKROCK ESG CAPITAL (ECAT) 25,000.000 SHARES | FMV | $384,500 | $384,500 |
| HPS CORPORATE LENDING FUND (HLEND) | FMV | $2,051,407 | $2,051,407 |
| JPM DD CBEN SPX 10/15/2026 82.5% BARRIER - 10.0% CAP 1,000,000.000 SHARES | FMV | $1,007,700 | $1,007,700 |
| JPM FLOAT RATE INC FD - CL I FUND 2808 (JPHS) 540,580.220 SHARES | FMV | $4,265,171 | $4,265,171 |
| JPM INCOME FUND - CL I FUND 3491 (JMSI) 172,082.540 SHARES | FMV | $1,481,631 | $1,481,631 |
| JPM SHORT DURATION BD FD - CL I FUND 3133 (HLLV) 47,296.130 SHARES | FMV | $517,420 | $517,420 |
| JPM STRAT INC OPP FD - CL I FUND 3844 (JSOS) 144,000.490 SHARES | FMV | $1,644,486 | $1,644,486 |
| JPMORGAN EQUITY PREMIUM INCO (JEPI) 17,500.000 SHARES | FMV | $1,001,700 | $1,001,700 |
| JPMRGN PREFER & INC SEC-I 165,057.760 SHARES | FMV | $1,634,072 | $1,634,072 |
| STATE OF ISRAEL BOND - 10TH JUBILEE FIX 10Y 3.500% DUE 12/1/26 | FMV | $250,000 | $250,000 |
| STATE OF ISRAEL BOND - 12TH JUBILEE FIX 5Y 1.830% DUE 12/1/26 | FMV | $195,000 | $195,000 |
| STATE OF ISRAEL BOND - 12TH JUBILEE FIX 5Y 2.730% DUE 4/1/27 | FMV | $565,000 | $565,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $15,161 | $0 | $15,161 |
| INSURANCE | $9,459 | $0 | $9,459 |
| DUES AND SUBSCRIPTIONS | $15,000 | $0 | $15,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $257,944 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMMUNICATIONS CONSULTING | CategoryTxt |
| Amt | $17,325 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,325 | DisbursementsCharitablePrpsAmt |
Comments