THE MARK AND JANE WILF FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE MARK AND JANE WILF FAMILY FOUNDATION INC (EIN 75-3224210)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-10
- IRS object ID
- 202612229349100231
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-10T15:07:58-05:00 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753224210 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARK AND JANE WILF | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | 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 | MARK WILF | PersonNm |
| Person Title | PRESIDENT & TRUSTEE | PersonTitleTxt |
| Phone | 9739248246 | PhoneNum |
| Signature | 2026-08-06 | 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 | $53,177,832 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,067,693 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,109,587 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,109,587 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,563,981 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,188,129 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,563,981 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,741,268 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,673,575 | 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 |
| Legal Fees Rev And Expnss | $2,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,787 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,787 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $31 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,228,446 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,227,446 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,241,764 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,240,764 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,499,504 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,673,575 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,269 | CashBOYAmt |
| Cash EOY | $24,505 | CashEOYAmt |
| Cash EOYFMV | $24,505 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,301,067 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,319,181 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,319,181 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,250,842 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,414,193 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,414,193 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,058,938 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,773,238 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,773,238 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,908,450 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,646,715 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,646,715 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $48,590,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,177,832 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,177,832 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $48,590,566 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $53,177,832 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,590,566 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,177,832 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,590,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,177,832 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,590,566 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,499,504 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $59,090,070 | SubtotalAmt |
| Other Decreases | $5,912,238 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,177,832 | 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 | $18,188,129 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,624,148 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,563,981 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,563,981 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,563,981 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $134,463 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $134,463 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $134,463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $216,283 | 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 | $216,283 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $81,820 | OverpaymentAmt |
| Applied To ES Tax | $81,820 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| MARK WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | PRESIDENT & TRUSTEE | 0.25 | $0 | $0 | $0 |
| JANE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | VICE PRESIDENT & TRUSTEE | 0.25 | $0 | $0 | $0 |
| ZYGMUNT WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TREASURER, SECRETARY & TRUSTEE | 0.25 | $0 | $0 | $0 |
| STEVEN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| DANIEL WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| RACHEL S WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $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 | $43,251,315 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,779,490 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,030,805 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,030,805 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $705,462 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,325,343 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,316,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,316,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $134,463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $134,463 | TotalTaxAmt |
| Distributable Before Adj | $2,181,804 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,181,804 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,181,804 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,240,764 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,240,764 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,181,804 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,754,852 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,240,764 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,754,852 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $485,912 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,695,892 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK WILF | ContributingManagerNm |
| Contributing Manager | JANE WILF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABINGTON FRIENDS SCHOOL | |||||||
| 575 WASHINGTON LANE | JENKINTOWN | PA | 19046 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ADLER APHASIA CENTER | |||||||
| 60 W HUNTER AVE | MAYWOOD | NJ | 07607 | N/A | PC | PROGRAM SUPPORT | $250 |
| AMERICAN CANCER SOCIETY INC | |||||||
| 132 WEST 32ND STREET | NEW YORK | NY | 10001 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| AMERICAN DIABETES ASSOCIATION INC | |||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| AMERICAN FRIENDS OF DUVDEVAN | |||||||
| 29155 NORTHWESTERN HIGHWAY | SOUTHFIELD | MI | 48034 | N/A | PC | GENERAL OPERATING SUPPORT | $2,160 |
| AMERICAN FRIENDS OF LEKET ISRAEL INC | |||||||
| 384 WARWICK AVE | TEANECK | NJ | 07666 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| AMERICAN FRIENDS OF MDA | |||||||
| 20 WEST 36TH STREET | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 |
| AMERICAN FRIENDS OF MDA | |||||||
| 20 WEST 36TH STREET | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| AMERICAN FRIENDS OF MIGDAL OHR | |||||||
| 1325 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| AMERICAN FRIENDS OF SHALVA ISRAEL | |||||||
| 441 LEXINGTON AVENUE | NEW YORK | NY | 10017 | N/A | PC | PROGRAM SUPPORT | $23,000 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 545 FIFTH AVE | NEW YORK | NY | 10017 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| AMERICAN FRIENDS OF THE ISRAELI NAVY SEALS | |||||||
| 138 W 133RD STREET | NEW YORK | NY | 10030 | N/A | PC | PROGRAM SUPPORT | $3,600 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 840692 | DALLAS | TX | 75284 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| AXELROD PERFORMING ARTS CENTER INC | |||||||
| 100 GRANT AVE | DEAL PARK | NJ | 07723 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| BREAKTHROUGH T1D (FORMERLY JUVENILE DIABETES RESEARCH FOUNDATION) | |||||||
| 1400 K STREET NW SUITE 725 | WASHINGTON | DC | 20005 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| CENTER FOR JEWISH CULTURE AND CREATIVITY | |||||||
| 2248 BROADWAY 1559 | LOS ANGELES | CA | 90007 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| CHAI LIFELINE INC | |||||||
| 5 AIRPORT ROAD | LAKEWOOD | NJ | 08701 | N/A | PC | PROGRAM SUPPORT | $500 |
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| COALITION FOR THE HOMELESS INC | |||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| COLGATE UNIVERSITY | |||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| COMMUNITY FOOD BANK OF NEW JERSEY INC | |||||||
| 31 EVANS TERMINAL ROAD | HILLSIDE | NJ | 07205 | N/A | PC | PROGRAM SUPPORT | $130,000 |
| CONGREGATION ETZ CHAIM | |||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | N/A | PC | GENERAL OPERATING SUPPORT | $180 |
| CROHN'S & COLITIS FOUNDATION OF AMERICA INC | |||||||
| 498 SEVENTH AVENUE 20TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| EMMANUEL CANCER FOUNDATION INC | |||||||
| 77 BRANT AVENUE | CLARK | NJ | 07066 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| FAMILIAL DYSAUTONOMIA FOUNDATION INC | |||||||
| 315 WEST 39TH STREET | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| FILM INDEPENDENT INC | |||||||
| 5670 WILSHIRE BLVD 9TH FLOOR | LOS ANGELES | CA | 90036 | N/A | PC | PROGRAM SUPPORT | $18,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES INC | |||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | N/A | PC | PROGRAM SUPPORT | $12,200 |
| FRIENDSHIP CIRCLE INTERNATIONAL - LIFETOWN | |||||||
| 10 MICROLAB ROAD | LIVINGSTON | NJ | 07039 | N/A | PC | PROGRAM SUPPORT | $5,400 |
| GOLDA OCH ACADEMY INC | |||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 |
| GOLDA OCH ACADEMY INC | |||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| GREENLIGHT FUND GREATER NEWARK | |||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| HOLLYWOOD GOLF CLUB FOUNDATION | |||||||
| 510 ROSELD AVE | DEAL | NJ | 07723 | N/A | PF | SUPPORT FOR SCHOLARSHIP ASSISTANCE AND EMERGENCY FINANCIAL ASSISTANCE PROGRAMS | $1,000 |
| IGLESIA CRISTIANA EMANUEL | |||||||
| 24 KEARNY STREET | NEWARK | NJ | 07104 | N/A | PC | PROGRAM SUPPORT | $1,336 |
| JEWISH AGENCY FOR ISRAEL INC | |||||||
| 633 THIRD AVE NO 2100 | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $3,600 |
| JEWISH COMMUNITY CENTER ON THE PALISADES INC | |||||||
| 411 E CLINTON AVE | TENAFLY | NJ | 07670 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 |
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||
| 1 HARVARD CIRCLE | WEST PALM | FL | 33409 | N/A | PC | PROGRAM SUPPORT | $18,000 |
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||
| 1 HARVARD CIRCLE | WEST PALM | FL | 33409 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| JOURNEY4LIFE INC | |||||||
| 1054 ENCHANTED WAY | PACIFIC PLSDS | CA | 90272 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| LAWFARE PROJECT INC | |||||||
| 633 3RD AVE FL 21 | NEW YORK | NY | 10017 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| 1311 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| LIGHTHOUSE GUILD INTERNATIONAL INC | |||||||
| 250 WEST 64TH STREET | NEW YORK | NY | 10023 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| MARCH OF DIMES INC | |||||||
| P O BOX 18819 | ATLANTA | GA | 31126 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 885 2ND AVENUE 7TH FLOOR | NEW YORK | NY | 10021 | N/A | PC | GENERAL OPERATING SUPPORT | $500 |
| MINNEAPOLIS INSTITUTE OF FINE ARTS | |||||||
| 2400 THIRD AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| MORSELIFE FOUNDATION INC | |||||||
| 4847 DAVID MACK DRIVE | WEST PALM BEACH | FL | 33417 | N/A | PC | GENERAL OPERATING SUPPORT | $360 |
| MOVING TRADITIONS | |||||||
| 8380 OLD YORK ROAD | ELKINS PARK | PA | 19027 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| MRCC FOUNDATION INC | |||||||
| 713 PASSAIC AVENUE | WEST CALDWELL | NJ | 07006 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 1480 US HIGHWAY 9 NORTH | WOODBRIDGE | NJ | 07095 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| NEIGHBORHOOD COALITION FOR SHELTER INC | |||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 |
| NORTON MUSEUM OF ART INC | |||||||
| 1450 SOUTH DIXIE HIGHWAY | WEST PALM BCH | FL | 33401 | N/A | PC | CAPITAL SUPPORT | $200,000 |
| NORTON MUSEUM OF ART INC | |||||||
| 1450 SOUTH DIXIE HIGHWAY | WEST PALM BCH | FL | 33401 | N/A | PC | GENERAL OPERATING SUPPORT | $51,000 |
| OHEL AVRAHAM | |||||||
| P O BOX 85391 | CHICAGO | IL | 60689 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| PALM BEACH COUNTRY CLUB FOUNDATION INC | |||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| PALM BEACH CULTURAL INNOVATION CENTER INC (DBA GLAZER HALL) | |||||||
| 70 ROYAL POINCIANA WAY SUITE P70 | PALM BEACH | FL | 33480 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| PALM BEACH OPERA INC | |||||||
| 1800 S AUSTRALIAN AVENUE | WEST PALM BCH | FL | 33409 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 |
| PALM BEACH ORTHODOX SYNAGOGUE | |||||||
| 120 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| PALM BEACH ORTHODOX SYNAGOGUE | |||||||
| 120 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | N/A | PC | GENERAL OPERATING SUPPORT | $18,000 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SELFHELP COMMUNITY SERVICES INC | |||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT | $1,800 |
| SIMON WIESENTHAL CENTER INC | |||||||
| 1399 ROXBURY DRIVE | LOS ANGELES | CA | 90035 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SOCIETY OF THE FOUR ARTS | |||||||
| FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SOLOMON R GUGGENHEIM FOUNDATION | |||||||
| 1071 5TH AVENUE | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| SPARK YOUTH NYC INC | |||||||
| 444 MADISON AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| SPECIAL OLYMPICS NEW JERSEY | |||||||
| 3 PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| STAND TOGETHER DAY | |||||||
| 6230 ORCHARD LAKE RD STE 230 | FARMINGTN HLS | MI | 48322 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| TEACH FOR AMERICA INC | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | PROGRAM SUPPORT | $100,000 |
| TEEN CANCER AMERICA | |||||||
| 1250 6TH STREET SUITE 301 | SANTA MONICA | CA | 90401 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (ASPCA) | |||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $360 |
| THE FIRST TEE OF METROPOLITAN NEW YORK | |||||||
| 3545 JEROME AVENUE | BRONX | NY | 10467 | N/A | PC | PROGRAM SUPPORT | $17,000 |
| THE VALERIE FUND | |||||||
| 2101 MILLBURN AVENUE | MAPLEWOOD | NJ | 07040 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| THE YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIATION (92ND STREET Y) | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| TOURO COLLEGE | |||||||
| 500 SEVENTH AVENUE | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| UNITED WAY OF PALM BEACH COUNTY | |||||||
| 477 S ROSEMARY AVE SUITE 230 | WEST PALM BEACH | FL | 33401 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| VALLEY OF THE SUN JCC | |||||||
| 12701 N SCOTTSDALE RD STE 203 | SCOTTSDALE | AZ | 85254 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| VANDERBILT HILLEL | |||||||
| 2421 VANDERBILT PLACE | NASHVILLE | TN | 37212 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2201 WEST END AVENUE | NASHVILLE | TN | 37240 | N/A | PC | SCHOLARSHIP SUPPORT | $1,000,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2201 WEST END AVENUE | NASHVILLE | TN | 37240 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| VNS HEALTH | |||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | N/A | PC | ANNUAL SUPPORT | $1,000 |
| VOLUNTEERS OF AMERICA INC | |||||||
| 135 WEST 50TH STREET | NEW YORK | NY | 10020 | N/A | PC | ANNUAL SUPPORT | $1,000 |
| WAREHOUSE NJ | |||||||
| PO BOX 66 | MILLBURN | NJ | 07041 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| WHITE HOUSE HISTORICAL ASSOCIATION | |||||||
| 740 JACKSON PLACE NW | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 |
| WISTAR INSTITUTE | |||||||
| 3601 SPRUCE STREET | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,228,446 | 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 | $7 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,109,587 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,563,981 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,673,575 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,673,575 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| STEVEN WILF | |||||||
| 1 | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | $72,000 | Yes (X) | |
| MARK WILF | |||||||
| 2 | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | $2,976,358 | Yes (X) | |
| DANIEL WILF | |||||||
| 3 | 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | $19,335 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | APPLE, INC (AAPL) 10,865.000 SHARES | $2,976,358 | 2025-11-24 |
| 3 | TESLA, INC (TSLA) 40.000 SHARES | $19,335 | 2025-12-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION FEES | CategoryTxt |
| Amt | $10,787 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,787 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLYWOOD GOLF CLUB FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 ROSELD AVE | AddressLine1Txt |
| City | DEAL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07723 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2025-01-20 | GrantDt |
| Grant | $1,000 | GrantAmt |
| Purpose Of Grant | SUPPORT FOR SCHOLARSHIP ASSISTANCE AND EMERGENCY FINANCIAL ASSISTANCE PROGRAMS | PurposeOfGrantTxt |
| Expended By Grantee | $1,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 7/22/26 | DatesOfReportsByGranteeTxt |
| Results Of Verification | N/A | ResultsOfVerificationTxt |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (24 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BK OF AMER CORP VAR RT PERP MAT DTD 07/24/2025 FACE 500,000 | $507,853 | $507,853 |
| BK OF NY MELLON CORP VAR RT PERP MAT DTD 08/01/2016 FACE 1,050,000 | $1,043,199 | $1,043,199 |
| BK OF NY MELLON CORP VAR RT PERP MAT DTD 09/10/2025 FACE 500,000 | $507,638 | $507,638 |
| BP CAP MARKETS PLC VAR RT PERP MAT DTD 11/18/2024 FACE 200,000 | $206,242 | $206,242 |
| CITIGROUP INC SR NTS VAR RT 02/13/2030 FACE 200,000 | $205,230 | $205,230 |
| CITIGROUP INC VAR RT PERP MAT DTD 07/23/2025 FACE 500,000 | $519,553 | $519,553 |
| CITIGROUP INC VAR RT PERP MAT DTD 07/30/2024 FACE 1,000,000 | $1,054,668 | $1,054,668 |
| CITIGROUP INC VAR RT PERP MAT DTD 12/03/2024 FACE 200,000 | $203,586 | $203,586 |
| FHLMC 4024 CL PI 4.5% 12/15/2041 FACE 625,000 | $2,243 | $2,243 |
| FIFTH THIRD BANCORP VAR RT PERP MAT DTD 05/16/2013 FACE 625,000 | $626,236 | $626,236 |
| FIFTH THIRD BANCORP VAR RT PERP MAT DTD 06/05/2014 FACE 1,215,000 | $1,222,798 | $1,222,798 |
| FNMA STRIP 379 CL 2 5.5% 05/25/2037 FACE 2,000,000 | $2,225 | $2,225 |
| FORD MTR CR CO LLC SR NTS 4.95% 05/28/2027 FACE 200,000 | $200,726 | $200,726 |
| FORD MTR CR CO LLC SR NTS 6.95% 03/06/2026 FACE 750,000 | $751,691 | $751,691 |
| GNMA 2008-74 CL CZ 6.0% 08/16/2038 FACE 250,000 | $38,786 | $38,786 |
| GOLDMAN SACHS GROUP INC SR NTS VAR RT 10/21/2027 FACE 625,000 | $614,430 | $614,430 |
| GOLDMAN SACHS GROUP INC VAR RT PERP MAT DTD 01/24/2025 FACE 200,000 | $207,983 | $207,983 |
| GOLDMAN SACHS GROUP INC VAR RT PERP MAT DTD 09/26/2024 FACE 1,000,000 | $1,013,952 | $1,013,952 |
| JPMORGAN CHASE & CO VAR RT PERP MAT DTD 02/04/2025 FACE 200,000 | $207,822 | $207,822 |
| JPMORGAN CHASE & CO VAR RT PERP MAT DTD 03/12/2024 FACE 200,000 | $212,103 | $212,103 |
| JPMRGN PREFER & INC SEC-I 237,781.049 SHARES | $2,354,032 | $2,354,032 |
| METLIFE INC VAR RT 03/15/2055 DTD 03/13/2025 FACE 500,000 | $527,278 | $527,278 |
| PHILLIPS 66 CO VAR RT 03/15/2056 DTD 09/18/2025 FACE 500,000 | $497,950 | $497,950 |
| WELLS FARGO & CO VAR RT PERP MAT DTD 07/23/2024 FACE 1,000,000 | $1,045,014 | $1,045,014 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC (AAPL) 53,765.000 SHARES | $14,616,553 | $14,616,553 |
| AT&T INC (TPC) 500.000 SHARES | $9,510 | $9,510 |
| BANK OF AMERICA CORP (BACP) 3,300.000 SHARES | $68,508 | $68,508 |
| BROOKFIELD FIN I UK PLC (BNJ) 14,820.000 SHARES | $224,227 | $224,227 |
| EQUITABLE HOLDINGS INC (EQHP) 2,000.000 SHARES | $32,540 | $32,540 |
| JPMORGAN CHASE & CO (JPMP) 2,000.000 SHARES | $40,480 | $40,480 |
| JPMORGAN US TECH LEADERS (JTEK) 27,750.000 SHARES | $2,499,517 | $2,499,517 |
| PRUDENTIAL FINANCIAL INC (PFH) 500.000 SHARES | $8,625 | $8,625 |
| SOUTHERN CO (SOJD) 900.000 SHARES | $18,216 | $18,216 |
| SOUTHERN CO (SOJE) 4,300.000 SHARES | $76,282 | $76,282 |
| TESLA INC (TSLA) 17,335.000 SHARES | $7,795,896 | $7,795,896 |
| THE COCA-COLA COMPANY (KO) 341.000 SHARES | $23,839 | $23,839 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) 3,775.000 SHARES | FMV | $2,585,649 | $2,585,649 |
| JPM INCOME FUND- CL I FUND 3491 (JMSIX) 122,540.480 SHARES | FMV | $1,055,073 | $1,055,073 |
| JPMORGAN EQUITY PREMIUM INCO (JEPI) 17,575.000 SHARES | FMV | $1,005,993 | $1,005,993 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $2,927,743 |
| DIFFERENCE BETWEEN FAIR VALUE & DONOR COST OF CONTRIBUTED SECURITIES | $2,984,495 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUSINESS REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $31 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31 | DisbursementsCharitablePrpsAmt |
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