WILF FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILF FAMILY FOUNDATION (EIN 22-6075840)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-04-21
- IRS object ID
- 202631119349101533
- Schema version
- 2024v5.5
- 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
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-21T15:52:33-05:00 | ReturnTs |
| Tax Period End | 2025-10-31 | 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 | 2024-11-01 | 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 | 2026-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
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 | 2024 | 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 | $63,995,334 | 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 | $1,001,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,042 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,042 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,632,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,632,522 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,052,319 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,609,835 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,052,319 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $259,495 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,371 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,947,378 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,702,254 | 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 | $261,154 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $261,154 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $34,647 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $34,647 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,175 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,175 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,364 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,364 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $401,213 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $353,213 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56,942 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $210 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $56,732 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $841,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $743,285 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,268,708 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,268,708 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,110,203 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,011,993 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,162,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,654,044 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $572,766 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $4,326,296 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $990,737 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $990,737 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,319,663 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,822,138 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,822,138 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $30,422,956 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $26,329,074 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $26,329,074 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,332,671 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,853,385 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,853,385 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $69,974,352 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,995,334 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,995,334 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $69,974,352 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $63,995,334 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $69,974,352 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,995,334 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $69,974,352 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,995,334 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $69,974,352 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,162,825 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $64,811,527 | SubtotalAmt |
| Other Decreases | $816,193 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,995,334 | 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 | $20,609,835 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15,557,516 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,052,319 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,052,319 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,052,319 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $106,391 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $106,391 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $106,391 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $125,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $175,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $130 | EsPenaltyAmt |
| Overpayment | $68,479 | OverpaymentAmt |
| Applied To ES Tax | $68,479 | 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 | Yes (1) | 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 (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 AS OF 01/20/25 | 1.00 | $0 | $0 | $0 |
| JANE WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE AS OF 01/20/25 | 1.00 | $0 | $0 | $0 |
| BETH WILF | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE AS OF 01/20/25 | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ELLEN LAWRENCE | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $261,154 | CompensationAmt |
| Employee Benefits | $3,229 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BELIN CONSULTING | |||||
| 29 EAST 9TH STREET 21 | NEW YORK | NY | 10003 | PHILANTHROPIC CONSULTING | $225,000 |
| BERLINROSEN | |||||
| 15 MAIDEN LANE 1600 | NEW YORK | NY | 10038 | COMMUNICATIONS CONSULTING | $102,713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $60,243,367 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,981,308 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,224,675 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,224,675 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $978,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,246,305 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,212,315 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,212,315 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $106,391 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $106,391 | TotalTaxAmt |
| Distributable Before Adj | $3,105,924 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,105,924 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,105,924 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,011,993 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,011,993 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,105,924 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,133,192 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,212,782 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,312,665 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,642,760 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,831,812 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,133,211 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,011,993 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,105,924 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,906,069 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,039,280 | 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 | $1,133,192 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $40,906,088 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,212,782 | ExcessFromYear4Amt |
| Excess From Year3 | $4,312,665 | ExcessFromYear3Amt |
| Excess From Year2 | $8,642,760 | ExcessFromYear2Amt |
| Excess From Year1 | $14,831,812 | ExcessFromYear1Amt |
| Excess From Current Year | $10,906,069 | 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 (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFYA FOUNDATION INC | ||||||||
| 140 SAWMILL RIVER ROAD | YONKERS | NY | 10701 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| AMERICAN COMMITTEE FOR LEHOSHEET YAD | ||||||||
| 461 NE 119TH STREET | BISCAYNE PARK | FL | 33161 | N/A | PC | CAMPAIGN FOR SAGUI | $2,500 | |
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | ||||||||
| 55 WEST 39TH STREET | NEW YORK | NY | 10018 | N/A | PC | CAPITAL SUPPORT | $200,000 | |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | ||||||||
| 8 WEST 40TH STREET | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT | $100,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | N/A | PC | CAPITAL SUPPORT | $200,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| AMERICAN SOCIETY FOR HOLOCAUST REMEBRANCE | ||||||||
| 492C CEDAR LANE SUITE 327 | TEANECK | NJ | 07666 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| ATIME | ||||||||
| 1310 48TH STREET SUITE 406 | BROOKLYN | NY | 11219 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC | ||||||||
| 209 W 29TH STREET SUITE 6250 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| CENTER FOR HOLOCAUST HUMAN RIGHTS & GENOCIDE EDUCATION (CHHANGE) | ||||||||
| 765 NEWMAN SPRINGS RD | LINCROFT | NJ | 07738 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| CHABAD CENTER OF NORTHWEST NJ | ||||||||
| 1 TORAH WAY | ROCKAWAY | NJ | 07866 | N/A | PC | PROGRAM SUPPORT | $3,600 | |
| CHABAD HOUSE-LUBAVITCH | ||||||||
| 170 COLLEGE AVE | NEW BRUNSWICK | NJ | 08901 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| CHABAD JEWISH STUDENT CENTER AT VANDERBILT | ||||||||
| 3116 BELWOOD STREET | NASHVILLE | TN | 37203 | N/A | PC | CAPITAL SUPPORT | $50,000 | |
| CONGREGATION AHAVAS YISRAEL | ||||||||
| 1587 ROUTE 27 | EDISON | NJ | 08817 | N/A | PC | GENERAL OPERATING SUPPORT | $200 | |
| CONGREGATION BROTHERS OF ISRAEL OF THE JERSEY SHORE | ||||||||
| 250 PARK AVENUE | LONG BRANCH | NJ | 07740 | N/A | PC | PROGRAM SUPPORT | $3,600 | |
| CONGREGATION ETZ CHAIM | ||||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| COOPERMAN BARNABAS MEDICAL CENTER | ||||||||
| 95 OLD SHORT HILLS ROAD | LIVINGSTON | NJ | 07039 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA INC | ||||||||
| 498 SEVENTH AVENUE 20TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| DAUGHTERS OF ISRAEL | ||||||||
| 1155 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| DEAL FIRST AID SQUAD INC | ||||||||
| 110 BRIGHTON AVENUE | DEAL | NJ | 07723 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| DREAM CHARTER SCHOOL | ||||||||
| 1991 2ND AVENUE | NEW YORK | NY | 10029 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| 2501 PATRIOT BLVD | GLENVIEW | IL | 60026 | N/A | PC | SCHOLARSHIPS | $125,000 | |
| FAMILY PROMISE | ||||||||
| 60 SOUTH FULLERTON AVENUE SUITE 205 | MONTCLAIR | NJ | 07042 | N/A | PC | PROGRAM SUPPORT | $6,000 | |
| FMW NONPROFIT SOLUTIONS | ||||||||
| 13033 RIDGEDAL DRIVE SUITE 239 | MINNETONKA | MN | 55305 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| FOUNDATION FOR THE NEW JERSEY HALL OF FAME INC | ||||||||
| 1037 RAYMOUND BOULEVARD | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $100,000 | |
| GARDEN STATE ARTS FOUNDATION INC | ||||||||
| PO BOX 5013 | WOODBRIDGE | NJ | 07095 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| 45155 RESEARCH PLACE SUITE 155 | ASHBURN | VA | 20147 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| HAROLD GRINSPOON FOUNDATION | ||||||||
| HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | N/A | PC | PJ LIBRARY ALLIANCE | $200,000 | |
| HOLOCAUST RESOURCE FOUNDATION INC | ||||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| INTERNATIONAL MARCH OF THE LIVING INC | ||||||||
| 2 W 45TH ST SUITE 1500 | NEW YORK | NY | 10036 | N/A | PC | SCHOLARSHIPS | $200,000 | |
| IONA PREPARATORY SCHOOL | ||||||||
| 255 WILMOT ROAD | NEW ROCHELLE | NY | 10804 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| IONA UNIVERSITY | ||||||||
| 715 NORTH AVENUE | NEW ROCHELLE | NY | 10801 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| ISRAEL INSTITUTE INC | ||||||||
| 11718 ENID DRIVE | POTOMAC | MD | 20854 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| ISRAEL POLICY FORUM INC | ||||||||
| 228 PARK AVENUE SOUTH | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| JCC METROWEST | ||||||||
| 760 NORTHFIELD ROAD | WEST ORANGE | NJ | 07052 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| JEWISH AGENCY FOR ISRAEL (JAFI) | ||||||||
| 633 THIRD AVENUE NO 2100 | NEW YORK | NY | 10017 | N/A | PC | PROGRAM SUPPORT | $2,185,000 | |
| JEWISH AGENCY FOR ISRAEL (JAFI) | ||||||||
| 633 THIRD AVENUE NO 2100 | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $1,001,800 | |
| JEWISH COMMUNICAL FUND | ||||||||
| 575 MADISON AVENUE SUITE 703 | NEW YORK | NY | 10022 | N/A | PC | PROGRAM SUPPORT | $100,000 | |
| JEWISH COMMUNITY HOUSING CORPORATION | ||||||||
| 651 WEST MOUNT PLEASANT AVENUE | LIVINGSTON | NJ | 07039 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| JEWISH COMMUNITY HOUSING CORPORATION | ||||||||
| 651 WEST MOUNT PLEASANT AVENUE | LIVINGSTON | NJ | 07039 | N/A | PC | CAPITAL SUPPORT | $200,000 | SUITE 185 |
| JEWISH COMMUNITY RELATIONS COUNCIL OF NY | ||||||||
| 520 EIGHTH AVENUE SUITE 1400 | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| JEWISH EDUCATIONAL CENTER | ||||||||
| 330 ELMORA AVENUE | ELIZABETH | NJ | 07208 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| JEWISH FAMILY SERVICE OF CENTRAL NJ | ||||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES | ||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | N/A | PC | PROGRAM SUPPORT | $250,000 | |
| JEWISH FEDERATION OF GREATER METROWEST NJ | ||||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | N/A | PC | GENERAL OPERATING SUPPORT | $3,035,008 | |
| JEWISH FEDERATION OF GREATER METROWEST NJ | ||||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | N/A | PC | PROGRAM SUPPORT | $200,000 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM | FL | 33409 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | N/A | PC | PROGRAM SUPPORT | $150,000 | |
| JEWISH SERVICE FOR THE DEVELOPMENTALLY DISABLED | ||||||||
| 310 EISENHOWER PARKWAY | LIVINGSTON | NJ | 07039 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| KOLLEL OF ELIZABETH CONGREGATION INC | ||||||||
| 215 HOWARD AVENUE | PASSAIC | NJ | 07055 | N/A | PC | CAPITAL SUPPORT | $75,000 | |
| LAKE WALLENPAUPACK WATERSHED MANAGEMENT DISTRICT | ||||||||
| PO BOX 143 | HAWLEY | PA | 18428 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 | |
| LEMONTREE FOODS INC | ||||||||
| 228 PARK AVENUE SOUTH | NEW YORK | NY | 10003 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | ||||||||
| 1700 STADIUM WAY SUITE 100 | LOS ANGELES | CA | 90012 | N/A | PC | PROGRAM SUPPORT | $250,000 | |
| MACCABI USA | ||||||||
| 1926 ARCH STREET 4R | PHILADELPHIA | PA | 19103 | N/A | PC | PROGRAM SUPPORT | $1,800 | |
| MARCH OF DIMES INC | ||||||||
| PO BOX 18819 | ATLANTA | GA | 31126 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| MEDAL OF HONOR MUSEUM FOUNDATION | ||||||||
| 1717 EAST RANDOL MILL RD SUITE 301 | ARLINGTON | TX | 76011 | N/A | PC | PROGRAM SUPPORT | $100,000 | |
| MINNESOTA VIKINGS FOUNDATION | ||||||||
| 2600 VIKINGS CIRCLE | EAGAN | MN | 55121 | N/A | PC | PROGRAM SUPPORT | $100,000 | |
| NATIONAL RAMAH COMMISSION INC | ||||||||
| 3080 BROADWAY 4TH FLOOR | NEW YORK | NY | 10027 | N/A | PC | PROGRAM SUPPORT | $36,000 | |
| PARK EAST SYNAGOGUE | ||||||||
| 164 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | GENERAL OPERATING SUPPORT | $450,000 | |
| PHILANTHROPY ROUNDTABLE | ||||||||
| 1120 20TH STREET NW SUITE 400 N | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | PROGRAM SUPPORT | $250,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 100 OVERLOOK CENTER SUITE 300 | PRINCETON | NJ | 08540 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| RABBINICAL COLLEGE OF AMERICA | ||||||||
| PO BOX 1996 | MORRISTOWN | NJ | 07962 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| REPAIR THE WORLD INC | ||||||||
| 25 BROADWAY 17TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| RISING HEROES INC | ||||||||
| 3603 QUENTIN ROAD | BROOKLYN | NY | 11234 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| SELFHELP COMMUNITY SERVICES | ||||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL OPERATING SUPPORT | $2,800 | |
| STARKEY HEARING FOUNDATION | ||||||||
| 6700 WASHINGTON AVENUE SOUTH SUITE | MINNEAPOLIS | MN | 55344 | N/A | POF | TO SUPPORT CHARITABLE EDUCATION AND TRAINING OF HEARING HEALTHCARE PROVIDERS SERVING UNDERSERVED POPULATIONS IN ZAMBIA, EL SALVADOR, AND THE PHILIPPINES | $5,000 | 200 |
| THE COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY INC | ||||||||
| 241 EARL GARRETT STREET | KERRVILLE | TX | 78028 | N/A | PC | PROGRAM SUPPORT | $125,000 | |
| THE FRIENDS OF THE ISRAEL ANTIQUITIES AUTHORITY INC | ||||||||
| 51 W 52ND STREET 31ST FLOOT | NEW YORK | NY | 10019 | N/A | PC | CAPITAL SUPPORT | $500,000 | |
| THE JEWISH COMMUNITY RELATIONS COUNCIL OF MINNESOTA AND THE DAKOTAS | ||||||||
| 12 N 12TH STREET SUITE 480 | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE ROSE HOUSE | ||||||||
| PO BOX 544 | CEDAR KNOLLS | NJ | 07927 | N/A | PC | PROGRAM SUPPORT | $500 | |
| THINK TANK SCIENCE & ART INC | ||||||||
| 831 S DUNSMUIR AVENUE | LOS ANGELES | CA | 90036 | N/A | PC | PROGRAM SUPPORT | $1,800 | |
| TOWNSHIP OF OCEAN POLICE FUND | ||||||||
| 399 MONMOUTH ROAD | OAKHURST | NJ | 07755 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| UJA-FEDERATION OF NEW YORK | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| UNITED WAY OF GREATER UNION COUNTY | ||||||||
| 219 CENTRAL AVENUE | RAHWAY | NJ | 07065 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| UNIVERSITY OF PENNSYLVANIA HILLEL | ||||||||
| 215 SOUTH 39TH STREET | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| UPPER EAST SIDE HATZOLAH | ||||||||
| 125 EAST 85TH STREET | NEW YORK | NY | 10028 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 60 EAST 42ND STREET SUITE 2540 | NEW YORK | NY | 10165 | N/A | PC | PROGRAM SUPPORT | $18,000 | |
| VALLEY CHABAD INC | ||||||||
| 100 OVERLOOK DRIVE | WOODCLIFF LAKE | NJ | 07677 | N/A | PC | PROGRAM SUPPORT | $1,800 | |
| VANDERBILT UNIVERSITY | ||||||||
| 2201 WEST END AVENUE | NASHVILLE | TN | 37240 | N/A | PC | SCHOLARSHIPS | $1,000,000 | |
| WEST POINT JEWISH CHAPEL FUND | ||||||||
| 1010 NORTHERN BLVD SUITE 400 | GREAT NECK | NY | 11021 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| YESHIVA GEDOLAH OF CARTERET | ||||||||
| 42 NOE STREET | CARTERET | NJ | 07008 | N/A | PC | CAPITAL SUPPORT | $25,000 | |
| YESHIVA UNIVERSITY | ||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | N/A | PC | SCHOLARSHIPS | $1,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,268,708 | 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 | $2,042 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,632,522 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,052,319 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| REFUNDED AMOUNT FROM NONPROFIT FINANCE FUND | 01 | $247,089 |
| FEDERAL EXCISE TAX REFUND | 01 | $12,406 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,946,378 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,946,378 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSE MANOR ESTATES INC | BusinessNameLine1Txt |
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 | $1,000,000 | 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 | $12,364 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,364 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STARKEY HEARING FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6700 WASHINGTON AVENUE SOUTH SUITE | AddressLine1Txt |
| Address Line2 | 200 | AddressLine2Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2025-09-22 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | TO SUPPORT CHARITABLE EDUCATION AND TRAINING OF HEARING HEALTHCARE PROVIDERS SERVING UNDERSERVED POPULATIONS IN ZAMBIA, EL SALVADOR, AND THE PHILIPPINES | PurposeOfGrantTxt |
| Expended By Grantee | $5,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 2/26/26 | 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 (56 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM, INC. 2.100% DUE 5/12/31 250,000.000 QTY | $224,853 | $224,853 |
| APPLE, INC. 0.700% DUE 2/8/26 350,000.000 QTY | $347,159 | $347,159 |
| BK OF AMER CORP VAR RT 1/25/22 500,000.000 QTY | $491,755 | $491,755 |
| BK OF AMER CORP VAR RT 3/15/18 1,250,000.000 QTY | $1,263,428 | $1,263,428 |
| BK OF AMER CORP VAR RT 4/29/25 500,000.000 QTY | $520,500 | $520,500 |
| BK OF AMER CORP VAR RT 7/24/25 500,000.000 QTY | $508,610 | $508,610 |
| BK OF NY MELLON CORP VAR RT 9/10/25 500,000.000 QTY | $507,637 | $507,637 |
| BP CAP MARKETS PLC VAR RT 11/18/24 200,000.000 QTY | $208,736 | $208,736 |
| CAP ONE FINL CO VAR RT 6/10/21 500,000.000 QTY | $491,361 | $491,361 |
| CATEPILLAR, INC. 2.600% DUE 4/9/30 250,000.000 QTY | $235,720 | $235,720 |
| CHARLES SCHWAB CORP VAR RT 10/31/17 250,000.000 QTY | $244,643 | $244,643 |
| CIRIGROUP, INC. VAR RT 9/21/23 1,000,000.000 QTY | $1,046,300 | $1,046,300 |
| CITIGROUP, INC. VAR RT 10/27/21 500,000.000 QTY | $491,214 | $491,214 |
| CITIGROUP, INC. VAR RT 12/10/20 500,000.000 QTY | $499,010 | $499,010 |
| CITIGROUP, INC. VAR RT 2/12/25 500,000.000 QTY | $514,354 | $514,354 |
| CITIGROUP, INC. VAR RT 2/13/30 200,000.000 QTY | $205,275 | $205,275 |
| CITIGROUP, INC. VAR RT 3/6/24 500,000.000 QTY | $517,740 | $517,740 |
| CITIGROUP, INC. VAR RT 7/23/25 500,000.000 QTY | $515,187 | $515,187 |
| CITIGROUP, INC. VAR RT 7/30/24 500,000.000 QTY | $534,318 | $534,318 |
| CITIRGROUP, INC. VAR RT 12/3/24 700,000.000 QTY | $712,181 | $712,181 |
| COCA-COLA CO 2.000% DUE 3/5/31 250,000.000 QTY | $225,750 | $225,750 |
| COMCAST CORP 3.150% DUE 3/1/26 350,000.000 QTY | $348,938 | $348,938 |
| DALLAS-FORT WORTH TX INTL ARPT 2.434% DUE 11/1/28 250,000.000 QTY | $240,178 | $240,178 |
| DALLAS-FORT WORTH TX INTL ARPT 2.554% DUE 11/1/30 100,000.000 QTY | $93,508 | $93,508 |
| EXXON MOBIL CORP 3.043% DUE 3/1/26 350,000.000 QTY | $348,895 | $348,895 |
| FHLMC 2292 CL 5.500% DUE 11/15/37 200,000.000 QTY | $7,924 | $7,924 |
| FNMA 2007-30 CL KZ 5.000% DUE 4/25/37 900,000.000 QTY | $370,254 | $370,254 |
| FORD MTR CR CO LLC 4.950% DUE 5/28/27 200,000.000 QTY | $200,161 | $200,161 |
| GNMA CMO 2004 5.500% DUE 2/20/34 500,000.000 QTY | $82,606 | $82,606 |
| GNMA CMO 2008 6.000% DUE 8/16/38 8,250,000.000 QTY | $1,321,943 | $1,321,943 |
| GOLDMAN SACHS CAP II VAR RT 5/15/07 500,000.000 QTY | $434,694 | $434,694 |
| GOLDMAN SACHS GROUP, INC. 3.750% DUE 2/25/26 350,000.000 QTY | $349,787 | $349,787 |
| GOLDMAN SACHS GROUP, INC. VAR RT 1/24/25 500,000.000 QTY | $520,276 | $520,276 |
| GOLDMAN SACHS GROUP, INC. VAR RT 10/29/21 1,000,000.000 QTY | $983,574 | $983,574 |
| GOLDMAN SACHS GROUP, INC. VAR RT 4/23/24 500,000.000 QTY | $529,886 | $529,886 |
| GOLDMAN SACHS GROUP, INC. VAR RT 9/26/24 1,500,000.000 QTY | $1,529,429 | $1,529,429 |
| IBM CORP 4.500% DUE 2/6/26 350,000.000 QTY | $350,253 | $350,253 |
| JPMORGAN CHASE & CO VAR RT 10/20/17 500,000.000 QTY | $502,191 | $502,191 |
| JPMORGAN CHASE & CO VAR RT 2/4/25 200,000.000 QTY | $207,577 | $207,577 |
| JPMORGAN CHASE & CO VAR RT 3/12/24 1,700,000.000 QTY | $1,791,027 | $1,791,027 |
| JPMORGAN CHASE FIN MTN 5.000% DUE 8/31/28 500,000.000 QTY | $500,798 | $500,798 |
| KEYCORP VAR RT 9/9/16 250,000.000 QTY | $248,010 | $248,010 |
| METLIFE, INC. VAR RT 3/15/55 500,000.000 QTY | $530,126 | $530,126 |
| MICROSOFT CORP 4.200% DUE 11/3/35 250,000.000 QTY | $250,864 | $250,864 |
| MORGAN STANLEY 5.000% DUE 11/24/25 350,000.000 QTY | $350,073 | $350,073 |
| MORGAN STANLEY VAR RT 10/2/20 500,000.000 QTY | $499,879 | $499,879 |
| NOVARTIS CAP CORP 3.000% DUE 11/20/25 350,000.000 QTY | $349,812 | $349,812 |
| PHILLIPS 66 CO VAR RT 3/15/56 500,000.000 QTY | $504,966 | $504,966 |
| PNC FINL SERVICES VAR RT 11/1/16 100,000.000 QTY | $99,857 | $99,857 |
| PNC FINL SERVICES VAR RT 8/19/22 250,000.000 QTY | $254,036 | $254,036 |
| TIME WARNER, INC. 6.950% DUE 1/15/28 200,000.000 QTY | $198,660 | $198,660 |
| TRUIST FINL CORP VAR RT 7/29/19 250,000.000 QTY | $251,035 | $251,035 |
| VOYA FINL, INC. VAR RT 9/12/18 250,000.000 QTY | $262,986 | $262,986 |
| WELLS FARGO & CO VAR RT 1/26/21 500,000.000 QTY | $496,287 | $496,287 |
| WELLS FARGO & CO VAR RT 7/23/24 500,000.000 QTY | $525,127 | $525,127 |
| WSTRN MN MUNI PWR AGY 2.545% DUE 1/1/28 500,000.000 QTY | $487,726 | $487,726 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLSTATE CORP PFD STK (ALLPH) 2,000.000 QTY | $43,580 | $43,580 |
| ALPHABET, INC. (GOOGL) 20,000.000 QTY | $5,623,800 | $5,623,800 |
| AMAZON.COM, INC. (AMZN) 28,400.000 QTY | $6,935,848 | $6,935,848 |
| AT&T, INC. PFD STK (TPA) 14,000.000 QTY | $288,960 | $288,960 |
| AT&T, INC. PFD STK (TPC) 5,800.000 QTY | $113,390 | $113,390 |
| AVALONBAY CMMUN, INC. (AVB) 15,000.000 QTY | $2,608,800 | $2,608,800 |
| BANK OF AMERICA CORP PFD STK (BACPB) 15,000.000 QTY | $380,550 | $380,550 |
| BANK OF AMERICA CORP PFD STK (BACPM) 15,000.000 QTY | $343,500 | $343,500 |
| BANK OF AMERICA CORP PFD STK (BACPN) 9,000.000 QTY | $192,150 | $192,150 |
| BANK OF AMERICA CORP PFD STK (BACPO) 7,200.000 QTY | $132,264 | $132,264 |
| BANK OF AMERICA CORP PFD STK (BACPP) 2,000.000 QTY | $34,720 | $34,720 |
| BANK OF AMERICA CORP PFD STK SER KK 5.375% 10,000.000 QTY | $229,000 | $229,000 |
| CAPITAL ONE FINCL CO PFD STK SER J 4.800% 10,000.000 QTY | $190,100 | $190,100 |
| DUKE ENERGY CORP PFD STK (DUKPA) 5,000.000 QTY | $125,200 | $125,200 |
| JPMORGAN CHASE & CO PFD STK (JPMPC) 10,000.000 QTY | $257,100 | $257,100 |
| JPMORGAN CHASE & CO PFD STK (JPMPJ) 6,000.000 QTY | $126,360 | $126,360 |
| JPMORGAN CHASE & CO PFD STK (JPMPK) 13,625.000 QTY | $274,816 | $274,816 |
| JPMORGAN CHASE & CO PFD STK SER JJ 4.550% 10,000.000 QTY | $201,700 | $201,700 |
| METLIFE INC PFD STK SER F 4.750% 10,000.000 QTY | $207,200 | $207,200 |
| US BANCORP PFD STK SER L 3.750% 20,000.000 QTY | $314,200 | $314,200 |
| WELLS FARGO & COMPANY PFD STK (WFCPZ) 10,000.000 QTY | $198,900 | $198,900 |
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 | $2,856,592 | $2,856,592 |
| BLACKROCK CORP HI YLD 6,723.000 QTY | FMV | $63,936 | $63,936 |
| BLACKROCK ESG CAPITAL 25,000.000 QTY | FMV | $407,750 | $407,750 |
| HPS CORPORATE LENDING FUND (HLEND) | FMV | $2,018,611 | $2,018,611 |
| JPM DD CBEN SPX 82.500% DUE 10/15/26 1,000,000.000 QTY | FMV | $1,000,000 | $1,000,000 |
| JPM FLOAT RATE INC FD (JPHSX) 534,156.010 QTY | FMV | $4,267,907 | $4,267,907 |
| JPM INCOME FUND-CL I (JMSIX) 170,384.200 QTY | FMV | $1,463,600 | $1,463,600 |
| JPM SHORT DURATION BD FD (HLLVX) 46,979.410 QTY | FMV | $513,015 | $513,015 |
| JPM STRAT INC OPP FD (JSOSX) 142,959.880 QTY | FMV | $1,635,461 | $1,635,461 |
| JPMORGAN EQUITY PREMIUM INCOME (JEPI) 17,500.000 QTY | FMV | $995,400 | $995,400 |
| JPMRGN PREFER & INC 163,583.600 QTY | FMV | $1,621,113 | $1,621,113 |
| 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 | $25,175 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,175 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT TO COST TO RECOGNIZE CORRECT REALIZED GAIN ON SALE OF SECURITIES | $42 |
| UNREALIZED LOSS ON INVESTMENTS | $816,151 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $210 | $210 | $0 |
| BUSINESS REGISTRATION FEES | $31 | $0 | $31 |
| OFFICE EXPENSES | $14,038 | $0 | $14,038 |
| ADMINISTRATIVE FEES | $1,005 | $0 | $1,005 |
| INSURANCE | $39,459 | $0 | $39,459 |
| DUES AND SUBSCRIPTIONS | $2,199 | $0 | $2,199 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $0 | $15,371 | $0 |
| REFUNDED AMOUNT FROM NONPROFIT FINANCE FUND | $247,089 | $247,089 | |
| FEDERAL EXCISE TAX REFUND | $12,406 | $12,406 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PHILANTHROPIC CONSULTING | $250,500 | $0 | $250,500 |
| COMMUNICATIONS CONSULTING | $102,713 | $0 | $102,713 |
| INVESTMENT CONSULTING FEES | $48,000 | $48,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $50,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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