JOSEPH AND ELIZABETH WILF FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND ELIZABETH WILF FOUNDATION INC (EIN 22-3411571)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-17
- IRS object ID
- 202630769349100313
- Schema version
- 2025v4.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-17T13:52:48-05:00 | 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 | 223411571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH AND ELIZABETH WILF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | 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 | ZYGMUNT WILF | PersonNm |
| Person Title | VICE PRESIDENT & TRUSTEE | PersonTitleTxt |
| Phone | 9739248246 | PhoneNum |
| Signature | 2026-03-09 | 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 | $56,159,912 | 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 | $5,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $371 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $371 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,267,656 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,267,656 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$49,758 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,054,767 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,218,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,268,027 | 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 | $6,126 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,126 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $37,130 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,130 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $241 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $210 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,997 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,340 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,657 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,280,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,280,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,325,997 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,340 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,288,657 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,892,272 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,255,687 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,836 | CashBOYAmt |
| Cash EOY | $35,226 | CashEOYAmt |
| Cash EOYFMV | $35,226 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,092,569 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,139,792 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,139,792 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $22,876,501 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,323,429 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,323,429 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,441,601 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $24,276,965 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,276,965 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,410,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,384,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,384,500 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $48,860,507 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,159,912 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,159,912 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $48,860,507 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $56,159,912 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,860,507 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $56,159,912 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,860,507 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,159,912 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,860,507 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,892,272 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,407,133 | OtherIncreasesAmt |
| Subtotal | $56,159,912 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $56,159,912 | 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 | $3,054,767 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,104,525 | CostOrOtherBasisAmt |
| Gain Or Loss | -$49,758 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$49,758 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$49,758 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,454 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,454 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,454 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,123 | 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 | $27,123 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,669 | OverpaymentAmt |
| Applied To ES Tax | $9,669 | 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 (13 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 | 0.25 | $0 | $0 | $0 |
| ZYGMUNT WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | VICE PRESIDENT & TRUSTEE | 0.25 | $0 | $0 | $0 |
| MARK WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | SECRETARY & TRUSTEE | 0.25 | $0 | $0 | $0 |
| ELIZABETH 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 |
| ELANA WILF TANZMAN | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| HALLE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JASON WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JONATHAN WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ORIN 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 |
| STEPHANIE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| STEVEN 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 | $44,631,867 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,916,249 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,548,116 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,548,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $758,222 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,789,894 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,489,495 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,489,495 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,454 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,454 | TotalTaxAmt |
| Distributable Before Adj | $2,472,041 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,472,041 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,472,041 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,288,657 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,288,657 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,472,041 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $856,183 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,288,657 | QualifyingDistributionsAmt |
| Applied To Year1 | $856,183 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,432,474 | 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 | $1,039,567 | 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 | ELIZABETH WILF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF OR NATIONAL MISSIONS | |||||||
| ONE ROCKEFELLER PLAZA SUITE 2330 | NEW YORK | NY | 10020 | N/A | PC | PROGRAM SUPPORT | $250,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | PROGRAM SUPPORT | $500,000 |
| CENTRAL FUND OF ISRAEL | |||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 11516 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| JEWISH AGENCY FOR ISRAEL (JAFI) | |||||||
| 633 THIRD AVE NO 2100 | NEW YORK | NY | 100176706 | N/A | PC | PROGRAM SUPPORT | $500,000 |
| KEAN UNIVERSITY FOUNDATION INC | |||||||
| 1000 MORRIS AVENUE | UNION | NJ | 07083 | N/A | PC | SCHOLARSHIP SUPPORT | $30,000 |
| NATIONAL LIBRARY OF ISRAEL USA | |||||||
| 1441 BROADWAY SUITE 6071 | NEW YORK | NY | 10018 | N/A | PC | CAPITAL SUPPORT | $300,000 |
| PARK EAST SYNAGOGUE | |||||||
| 164 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 |
| THE MIRYAM INSTITUTE INC | |||||||
| PO BOX 243 | GREAT NECK | NY | 11022 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| THE YOUNG SCHOLARS INSTITUTE | |||||||
| 349 W STATE STREET | TRENTON | NJ | 086185705 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 102614227 | N/A | PC | PROGRAM SUPPORT | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,280,000 | 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 | $371 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,267,656 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$49,758 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,218,269 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,218,269 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ELIZABETH WILF | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 MORRIS TURNPIKE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION FEES | CategoryTxt |
| Amt | $6,126 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,126 | DisbursementsCharitablePrpsAmt |
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 (69 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES 4.750% DUE 11/30/36 500,000.000 QTY | $503,070 | $503,070 |
| ABBVIE, INC. 4.300% DUE 5/14/36 500,000.000 QTY | $479,730 | $479,730 |
| ALTRIA GROUP, INC. 4.800% DUE 2/14/29 250,000.000 QTY | $254,273 | $254,273 |
| AMERICAN EXPRESS CO VAR% DUE 5/26/33 500,000.000 QTY | $507,765 | $507,765 |
| ANTHEM INC 4.101% DUE 3/1/28 500,000.000 QTY | $500,470 | $500,470 |
| AT&T INC 3.800% DUE 2/15/27 250,000.000 QTY | $249,518 | $249,518 |
| AT&T INC 4.500% DUE 5/15/35 250,000.000 QTY | $240,145 | $240,145 |
| BANK OF NY MELLON CORP 3.000% DUE 10/30/28 250,000.000 QTY | $243,485 | $243,485 |
| BANK OF NY MELLON CORP 3.250% DUE 5/16/27 250,000.000 QTY | $248,293 | $248,293 |
| BANK OF NY MELLON CORP VAR% DUE 3/14/35 500,000.000 QTY | $516,630 | $516,630 |
| BRISTOL-MYERS SQUIBB CO 3.250% DUE 2/27/27 250,000.000 QTY | $248,733 | $248,733 |
| BRISTOL-MYERS SQUIBB CO 3.450% DUE 11/15/27 250,000.000 QTY | $249,098 | $249,098 |
| BROADCOM, INC. 3.419% DUE 4/15/33 500,000.000 QTY | $462,835 | $462,835 |
| CATEPILLAR, INC. 5.300% DUE 9/15/35 500,000.000 QTY | $523,665 | $523,665 |
| CITIGROUP, INC. 3.400% DUE 5/1/26 250,000.000 QTY | $249,528 | $249,528 |
| CITIGROUP, INC. 4.600% DUE 3/9/26 250,000.000 QTY | $250,170 | $250,170 |
| COCA-COLA CO 2.125% DUE 9/6/29 500,000.000 QTY | $470,865 | $470,865 |
| CONSOLIDATED EDISON CO 4.000% DUE 12/1/28 250,000.000 QTY | $250,713 | $250,713 |
| CVS HEALTH CORP 3.250% DUE 8/15/29 250,000.000 QTY | $241,333 | $241,333 |
| CVS HEALTH CORP 5.300% DUE 6/1/33 250,000.000 QTY | $257,793 | $257,793 |
| DEERE & COMPANY 3.100% DUE 4/15/30 250,000.000 QTY | $240,855 | $240,855 |
| ELI LILLY & CO 3.375% DUE 3/15/29 250,000.000 QTY | $246,250 | $246,250 |
| EXXON MOBIL CORPORATION 3.482% DUE 3/19/30 250,000.000 QTY | $244,465 | $244,465 |
| GOLDMAN SACHS GROUP, INC. 5.950% DUE 1/15/27 250,000.000 QTY | $255,058 | $255,058 |
| GOLDMAN SACHS GROUP, INC. VAR% DUE 7/23/35 500,000.000 QTY | $513,730 | $513,730 |
| HOME DEPOT, INC. 5.875% DUE 12/16/36 500,000.000 QTY | $542,205 | $542,205 |
| HONEYWELL INTERNATIONAL 4.950% DUE 2/15/28 250,000.000 QTY | $255,235 | $255,235 |
| HONEYWELL INTERNATIONAL 5.000% DUE 3/1/35 250,000.000 QTY | $254,635 | $254,635 |
| HP, INC. 3.400% DUE 6/17/30 250,000.000 QTY | $239,350 | $239,350 |
| HUMANA, INC. 3.950% DUE 3/15/27 250,000.000 QTY | $249,275 | $249,275 |
| HUMANA, INC. 4.875% DUE 4/1/30 250,000.000 QTY | $253,525 | $253,525 |
| IBM CORP 4.500% DUE 2/6/28 250,000.000 QTY | $252,478 | $252,478 |
| INTEL CORP 3.150% DUE 5/11/27 250,000.000 QTY | $246,938 | $246,938 |
| JPMORGAN CHASE & CO 3.300% DUE 4/1/26 250,000.000 QTY | $249,710 | $249,710 |
| JPMORGAN CHASE & CO VAR% DUE 7/22/35 500,000.000 QTY | $515,840 | $515,840 |
| LOCKHEED MARTIN CORP 4.750% DUE 2/15/34 500,000.000 QTY | $506,950 | $506,950 |
| MASTERCARD, INC. 3.350% DUE 3/26/30 375,000.000 QTY | $366,184 | $366,184 |
| MCDONALDS CORP 3.600% DUE 7/1/30 250,000.000 QTY | $245,310 | $245,310 |
| MCKESSON CORP 3.950% DUE 2/15/28 500,000.000 QTY | $499,905 | $499,905 |
| METLIFE, INC. 5.700% DUE 6/15/35 500,000.000 QTY | $534,185 | $534,185 |
| NORTHERN TRUST CORP 3.650% DUE 8/3/28 250,000.000 QTY | $249,443 | $249,443 |
| ORACLE CORP 4.500% DUE 5/6/28 250,000.000 QTY | $249,950 | $249,950 |
| PAYPAL HOLDINGS, INC. 5.100% DUE 4/1/35 500,000.000 QTY | $508,770 | $508,770 |
| PEPSICO INC 3.000% DUE 10/15/27 250,000.000 QTY | $247,518 | $247,518 |
| PFIZER, INC. 3.000% DUE 12/15/26 500,000.000 QTY | $496,615 | $496,615 |
| PFIZER, INC. 4.000% DUE 12/15/36 500,000.000 QTY | $468,960 | $468,960 |
| PHILIP MORRIS INTL INC 3.125% DUE 3/2/28 250,000.000 QTY | $245,935 | $245,935 |
| PNC BANK NA 3.250% DUE 1/22/28 250,000.000 QTY | $247,278 | $247,278 |
| PNC BANK NA 4.050% DUE 7/26/28 250,000.000 QTY | $250,363 | $250,363 |
| QUEST DIAGNOSTICS, INC. 3.450% DUE 6/1/26 250,000.000 QTY | $249,413 | $249,413 |
| QUEST DIAGNOSTICS, INC. 6.400% DUE 11/30/33 500,000.000 QTY | $553,580 | $553,580 |
| SOUTHERN CO 3.250% DUE 7/1/26 250,000.000 QTY | $249,138 | $249,138 |
| SOUTHERN CO 5.200% DUE 6/15/33 500,000.000 QTY | $513,715 | $513,715 |
| STARBUCKS CORP 2.250% DUE 3/12/30 500,000.000 QTY | $461,035 | $461,035 |
| TARGET CORP 2.650% DUE 9/15/30 500,000.000 QTY | $468,910 | $468,910 |
| THERMO FISHER SCIENTIFIC 5.086% DUE 8/10/33 500,000.000 QTY | $518,990 | $518,990 |
| TRUIST FINANCIAL CORP VAR% DUE 7/28/33 500,000.000 QTY | $502,860 | $502,860 |
| UNITEDHEALTH GROUP, INC. 3.100% DUE 3/15/26 250,000.000 QTY | $249,593 | $249,593 |
| UNITEDHEALTH GROUP, INC. 3.875% DUE 12/15/28 250,000.000 QTY | $249,808 | $249,808 |
| US BANCORP 3.150% DUE 4/27/27 500,000.000 QTY | $496,125 | $496,125 |
| VERIZON COMMUNICATIONS 3.875% DUE 2/8/29 125,000.000 QTY | $124,542 | $124,542 |
| VERIZON COMMUNICATIONS 4.400% DUE 11/1/34 250,000.000 QTY | $241,205 | $241,205 |
| VERIZON COMMUNICATIONS 5.250% DUE 4/2/35 500,000.000 QTY | $508,195 | $508,195 |
| WALMART, INC. 3.700% DUE 6/26/28 500,000.000 QTY | $500,965 | $500,965 |
| WALMART, INC. 4.100% DUE 4/15/33 500,000.000 QTY | $499,105 | $499,105 |
| WALT DISNEY CO 3.375% DUE 11/15/26 250,000.000 QTY | $249,103 | $249,103 |
| WASTE MANAGEMENT, INC. 3.150% DUE 11/15/27 250,000.000 QTY | $247,083 | $247,083 |
| WELLS FARGO & CO VAR% DUE 4/24/34 500,000.000 QTY | $520,215 | $520,215 |
| WELLS FARGO & CO VAR% DUE 5/22/28 250,000.000 QTY | $248,358 | $248,358 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVALONBAY CMMUN INC (AVB) 18,500.000 QTY | $3,354,235 | $3,354,235 |
| BANK OF AMERICA CORP PFD STK SER KK 5.375% 10,000.000 QTY | $219,900 | $219,900 |
| BANK OF AMERICA CORP PFD STK SER PP 4.125% 10,000.000 QTY | $171,700 | $171,700 |
| CHEVRON CORP (CVX) 8,000.000 QTY | $1,219,280 | $1,219,280 |
| JP MORGAN CHASE & CO PFD STK SER LL 4.625% 80,000.000 QTY | $1,571,200 | $1,571,200 |
| KENVUE INC (KVUE) 2,425.000 QTY | $41,831 | $41,831 |
| MCDONALDS CORP (MCD) 1,000.000 QTY | $305,630 | $305,630 |
| MICROSOFT CORP (MSFT) 19,700.000 QTY | $9,527,314 | $9,527,314 |
| REGENERON PHARMACTCLS (REGN) 2,000.000 QTY | $1,543,740 | $1,543,740 |
| SOUTHERN CO PFD STK SER 2020C 4.200% 20,000.000 QTY | $354,800 | $354,800 |
| TAIWAN S MANUFACTURING (TSM) 20,000.000 QTY | $6,077,800 | $6,077,800 |
| US BANCORP PFD STK 3.750% 20,000.000 QTY | $306,600 | $306,600 |
| WALMART INC (WMT) 3,900.000 QTY | $434,499 | $434,499 |
| WELLS FARGO & CO PFD STK 4.750% 10,000.000 QTY | $194,900 | $194,900 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK ESG CAPITAL 25,000.000 QTY | FMV | $384,500 | $384,500 |
| STATE OF ISRAEL BOND - 12TH JUBILEE FIX 2Y 4.730% DUE 3/1/26 | FMV | $1,000,000 | $1,000,000 |
| STATE OF ISRAEL BOND - 12TH JUBILEE FIX 3Y 4.810% DUE 3/1/27 | FMV | $1,000,000 | $1,000,000 |
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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $210 | $210 | $0 |
| BUSINESS REGISTRATION FEES | $31 | $0 | $31 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $3,407,133 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $25,000 | $0 | $0 |
| FOREIGN TAXES | $12,130 | $12,130 | $0 |
Comments