Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 11-01-2017 , and ending 10-31-2018
Name of foundation
WILF FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)820 MORRIS TURNPIKE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SHORT HILLS, NJ07078
A Employer identification number

22-6075840
B Telephone number (see instructions)

(973) 924-8246
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$113,798,763
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 13,019 13,019  
4 Dividends and interest from securities... 4,331,730 4,331,730  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 389,713
b Gross sales price for all assets on line 6a 4,674,571
7 Capital gain net income (from Part IV, line 2)... 389,713
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 45,756 45,756  
12 Total. Add lines 1 through 11........ 6,780,218 4,780,218  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 137,385 137,385   0
15 Pension plans, employee benefits....... 16,761 16,761   0
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 7,000 7,000   0
c Other professional fees (attach schedule).... 381,695 381,695   0
17 Interest............... 117 117   0
18 Taxes (attach schedule) (see instructions)... 84,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 14,640 14,640   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 641,598 557,598   0
25 Contributions, gifts, grants paid....... 4,663,030 4,663,030
26 Total expenses and disbursements. Add lines 24 and 25 5,304,628 557,598   4,663,030
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,475,590
b Net investment income (if negative, enter -0-) 4,222,620
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 3,067,747 2,351,093 2,351,093
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 7,015,852 Click to see attachment6,482,420 6,918,012
b Investments—corporate stock (attach schedule)....... 33,062,183 Click to see attachment34,582,766 67,000,360
c Investments—corporate bonds (attach schedule)....... 37,042,029 Click to see attachment38,247,122 35,974,798
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,402,558 Click to see attachment1,402,558 1,554,500
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 81,590,369 83,065,959 113,798,763
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 81,590,369 83,065,959
30 Total liabilities and net assets/fund balances (see instructions). 81,590,369 83,065,959
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
81,590,369
2
Enter amount from Part I, line 27a .....................
2
1,475,590
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
83,065,959
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
83,065,959
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,674,571   4,284,858 389,713
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       389,713
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 389,713
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 2,742,980 119,644,542 0.022926
2017 1,282,800 113,625,505 0.011290
2016 9,316,712 115,031,867 0.080992
2015 11,551,859 115,445,054 0.100064
2014 7,715,060 112,046,667 0.068856
2
Total of line 1, column (d) .....................
2
0.284128
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.056826
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
116,423,207
5
Multiply line 4 by line 3......................
5
6,615,865
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
42,226
7
Add lines 5 and 6........................
7
6,658,091
8
Enter qualifying distributions from Part XII, line 4,.............
8
4,663,030
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 84,452
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 84,452
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 84,452
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 84,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 84,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 266
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 718
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCITRIN COOPERMAN Telephone no.bullet (212) 697-1000

    Located atbullet529 5TH AVENUENEW YORKNY ZIP+4bullet10017
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ELIZABETH WILF TRUSTEE
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    LEONARD WILF TRUSTEE/PRESIDENT
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    ZYGMUNT WILF TRUSTEE/VICE PRESIDENT
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    MARK WILF TRUSTEE/SECRETARY
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    ORIN WILF TRUSTEE/TREASURER
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    ELANA WILF TANZMAN TRUSTEE
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    JASON WILF TRUSTEE
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    JONATHAN WILF TRUSTEE
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    STEVEN WILF TRUSTEE
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    MARY ELLEN LAWRENCE ADMINISTRATOR
    40.00
    137,385 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    BELIN CONSULTING CONSULTING 330,000
    29 E 9TH STREET 21
    NEW YORK,NY10003
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    115,522,615
    b
    Average of monthly cash balances.......................
    1b
    2,673,534
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    118,196,149
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    118,196,149
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,772,942
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    116,423,207
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,821,160
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    5,821,160
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    84,452
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    84,452
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,736,708
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,736,708
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    5,736,708
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    4,663,030
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    4,663,030
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,663,030
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2018
    (c)
    2018
    (d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 5,736,708
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015...... 2,500,580
    c From 2016...... 3,756,015
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 6,256,595
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 4,663,030
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2019 distributable amount..... 4,663,030
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 1,073,678 1,073,678
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 5,182,917
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    5,182,917
    10 Analysis of line 9:
    a Excess from 2015.... 1,426,902
    b Excess from 2016.... 3,756,015
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ZYGMUNT WILF
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN NATIONAL RED CROSS
    430 17TH STREET NW
    WASHINGTON,DC20006
      PC BENEFIT SUPPORT 500
    AMERICAN SOCIETY FOR YAD VASHEM
    500 FIFTH AVENUE
    NEW YORK,NY10110
      PC BENEFIT SUPPORT 3,600
    APPEAL OF CONSCIENCE FOUNDATION
    119 WEST 57TH STREET
    NEW YORK,NY10019
      PC ANNUAL SUPPORT 5,000
    BOYS TOWN JERUSALEM FOUNDATION OF AMERICA
    12 WEST 31ST STREET SUITE 300
    NEW YORK,NY10001
      PC ANNUAL SUPPORT 3,000
    CHABAD CENTER OF NORTHWEST NJ
    1 TORAH WAY
    ROCKAWAY,NJ07866
      PC BENEFIT SUPPORT 3,600
    CHABAD HOUSE - LUBAVITCH INC
    170 COLLEGE AVENUE
    NEW BRUNSWICK,NJ08901
      PC BENEFIT SUPPORT 2,500
    CHHANGE
    765 NEWMAN SPRINGS ROAD
    LINCROFT,NJ07738
      PC MEMORIAL DONATION 1,800
    CHHANGE
    765 NEWMAN SPRINGS ROAD
    LINCROFT,NJ07738
      PC BENEFIT SUPPORT 1,000
    CONGREGATION AHAVAS YISRAEL
    1587 ROUTE 27
    EDISON,NJ08817
      PC BENEFIT SUPPORT 180
    CONGREGATION ETZ CHAIM
    1 LAFAYETTE DRIVE
    LIVINGSTON,NJ07039
      PC MEMORIAL DONATION 1,800
    CONGREGATION RINAT YISRAEL
    389 WEST ENGLEWOOD AVENUE
    TEANECK,NJ07666
      PC BENEFIT SUPPORT 400
    FOOD ALLERGY INITIATIVE
    515 MADISON AVENUE
    NEW YORK,NY10022
      PC BENEFIT SUPPORT 10,000
    FOOD ALLERGY INITIATIVE
    515 MADISON AVENUE
    NEW YORK,NY10022
      PC BENEFIT SUPPORT 1,000
    FRIENDS OF THE ISRAEL DEFENSE FORCES
    1430 BROADWAY
    NEW YORK,NY10018
      PC BENEFIT SUPPORT 3,600
    FRIENDSHIP CIRCLE - LIFETOWN
    10 MICROLAB ROAD
    LIVINGSTON,NJ07039
      PC MEMORIAL DONATION 1,000
    HOLOCAUST RESOURCE FOUNDATION
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
      PC MEMORIAL DONATION 5,000
    HOLOCAUST RESOURCE FOUNDATION
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
      PC ANNUAL SUPPORT 10,000
    INTERFAITH HOSPITALITY NETWORK
    46 PARK STREET
    MONTCLAIR,NJ07042
      PC PLEDGE PAYMENT 6,000
    INVESTIGATIVE PROJECT ON TERRORISM FOUNDATION
    5614 CONNECTICUT AVENUE NW SUITE
    341
    WASHINGTON,DC20015
      PC ANNUAL SUPPORT 10,000
    JAFI
    633 THIRD AVENUE 21
    NEW YORK,NY10017
      PC BENEFIT SUPPORT 10,000
    JEWISH COMMUNITY HOUSING CORPORATION
    750 NORTHFIELD AVENUE
    WEST ORANGE,NJ07052
      PC ANNUAL SUPPORT 2,500
    JEWISH EDUCATIONAL CENTER
    330 ELMORA AVENUE
    ELIZABETH,NJ07208
      PC PLEDGE PAYMENT 250,000
    JEWISH EDUCATIONAL CENTER
    330 ELMORA AVENUE
    ELIZABETH,NJ07208
      PC BENEFIT SUPPORT 10,000
    JEWISH FAMILY SERVICE OF METROWEST
    265 COLUMBIA TURNPIKE SUITE 105
    FLORHAM PARK,NJ07932
      PC PLEDGE PAYMENT 10,000
    JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY
    655 WESTFIELD AVENUE
    ELIZABETH,NJ07208
      PC PLEDGE PAYMENT 10,000
    JEWISH COMMUNITY RELATIONS COUNCIL OF NEW YORK
    225 WEST 34TH STREET SUITE 1607
    NEW YORK,NY10122
      PC BENEFIT SUPPORT 1,800
    JEWISH FEDERATION OF GREATER METROWEST NJ
    901 ROUTE 10
    WHIPPANY,NJ07981
      PC PLEDGE PAYMENT 1,250,000
    JEWISH FEDERATION OF GREATER METROWEST NJ
    901 ROUTE 10
    WHIPPANY,NJ07981
      PC MEMORIAL DONATION 1,800
    JEWISH FEDERATION OF GREATER METROWEST NJ
    901 ROUTE 10
    WHIPPANY,NJ07981
      PC MEMORIAL DONATION 1,000
    JEWISH FEDERATION OF GREATER METROWEST NJ
    901 ROUTE 10
    WHIPPANY,NJ07981
      PC PROGRAM SUPPORT 18,000
    JEWISH FEDERATIONS OF NORTH AMERICA
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004
      PC PROGRAM SUPPORT 165,000
    JEWISH COMMUNITY FOUNDATION OF METROWEST NJ
    901 ROUTE 10
    WHIPPANY,NJ07981
      PC BENEFIT SUPPORT 2,500
    JEWISH FEDERATION OF CLEVELAND
    25701 SCIENCE PARK DRIVE
    CLEVELAND,OH44122
      PC BENEFIT SUPPORT 1,000
    MORSELIFE FOUNDATION INC
    4847 DAVID MACK DRIVE
    WEST PALM BEACH,FL33417
      PC ANNUAL SUPPORT 5,000
    MINNESOTA VIKINGS FOUNDATION
    9520 VIKING DRIVE
    EDEN PRAIRIE,MN55344
      PC PROGRAM SUPPORT 100,000
    NORTH SHORE ANIMAL LEAGUE
    25 DAVIS AVENUE
    PORT WASHINGTON,NY11050
      PC MEMORIAL DONATION 250
    NEW YORK WEILL CORNELL HOSPITAL
    850 THIRD AVENUE 12TH FLOOR
    NEW YORK,NY10022
      PC PLEDGE PAYMENT 400,000
    PEF ISRAEL ENDOWMENT FUNDS
    630 THIRD AVENUE SUITE 1501
    NEW YORK,NY10017
      PC PROGRAM SUPPORT 25,000
    PHILANTHROPY ROUNDTABLE
    1120 20TH STREET NW SUITE 550 SOUTH
    WASHINGTON,DC20036
      PC ANNUAL SUPPORT 10,000
    PROJECT SUCCESS-STUDENTS UNDERTAKING CREATIVE CONTROL
    1 GROVELAND TERRACE SUITE 300
    MINNEAPOLIS,MN55403
      PC PROGRAM SUPPORT 50,000
    PAPER MILL PLAYHOUSE
    22 BROOKSIDE DRIVE
    MILLBURN,NJ07041
      PC BENEFIT SUPPORT 25,000
    PARTNERSHIP FOR JEWISH LEARNING & LIFE
    901 ROUTE 10
    WHIPPANY,NJ07981
      PC PROGRAM SUPPORT 10,000
    PRINCETON UNIVERSITY
    PO BOX 46
    PRINCETON,NJ08543
      PC PROGRAM SUPPORT 5,000
    RUTGERS HILLEL
    70 COLLEGE AVENUE PO BOX 11362
    NEW BRUNSWICK,NJ08906
      PC PROGRAM SUPPORT 36,000
    RUTGERS HILLEL
    70 COLLEGE AVENUE PO BOX 11362
    NEW BRUNSWICK,NJ08906
      PC MEMORIAL DONATION 1,800
    RABBINICAL COLLEGE OF AMERICA
    PO BOX 1996
    MORRISTOWN,NJ07962
      PC PROGRAM SUPPORT 25,000
    SELFHELP COMMUNITY SERVICES
    520 EIGHTH AVENUE
    NEW YORK,NY10018
      PC BENEFIT SUPPORT 25,000
    ST BARNABAS MEDICAL CENTER
    94 OLD SHORT HILLS ROAD
    LIVINGSTON,NJ07039
      PC MEMORIAL DONATION 1,800
    STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
    2361 HYLAN BOULEVARD
    STATEN ISLAND,NY10306
      PC MEMORIAL DONATION 1,000
    TORAH ACADEMY OF MINNEAPOLIS
    2800 JOPPA AVENUE SOUTH
    ST LOUIS PARK,MN55416
      PC BENEFIT SUPPORT 1,800
    TEMPLE ISRAEL
    2324 EMERSON AVENUE SOUTH
    MINNEAPOLIS,MN55405
      PC PROGRAM SUPPORT 1,000
    UNIVERSITY OF MINNESOTA FOUNDATION
    200 OAK STREET SE SUITE 500
    MINNEAPOLIS,MN55455
      PC PLEDGE PAYMENT 1,000,000
    THE INSTITUTE FOR CHILDREN WITH CANCER & BLOOD DISORDERS
    121 SOMERSET STREET
    NEW BRUNSWICK,NJ08903
      PC BENEFIT SUPPORT 1,000
    THE ROSE HOUSE
    PO BOX 544
    CEDAR KNOLLS,NJ07927
      PC BENEFIT SUPPORT 500
    TRINITAS HEALTH FOUNDATION
    225 WILLIAMSON STREET PO BOX 259
    ELIZABETH,NJ07207
      PC BENEFIT SUPPORT 2,500
    UJA-FEDERATION OF NEW YORK
    130 EAST 59TH STREET
    NEW YORK,NY10022
      PC PROGRAM SUPPORT 50,000
    YESHIVA UNIVERSITY
    500 WEST 185TH STREET
    NEW YORK,NY10033
      PC PLEDGE PAYMENT 1,000,000
    YOUNG JEWISH PROFESSIONALS
    680 FIFTH AVENUE 8TH FLOOR
    NEW YORK,NY10019
      PC BENEFIT SUPPORT 1,800
    UNITED WAY OF GREATER UNION COUNTY
    33 WEST GRAND STREET
    ELIZABETH,NJ07202
      PC BENEFIT SUPPORT 80,000
    Total .................................bullet 3a 4,663,030
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 13,019  
    4 Dividends and interest from securities....     14 4,331,730  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 45,756  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 389,713  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,780,218 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,780,218
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2019
    Name of the organization
    WILF FAMILY FOUNDATION
     
    Employer identification number

    22-6075840
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
    Name of organization
    WILF FAMILY FOUNDATION
     
    Employer identification number
    22-6075840
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    ROSE MANOR INC
     
    200 CENTRAL AVENUE
     
    MOUNTAINSIDE, NJ07092

    $ 2,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 3
    Name of organization
    WILF FAMILY FOUNDATION
     
    Employer identification number

    22-6075840
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 4
    Name of organization
    WILF FAMILY FOUNDATION
     
    Employer identification number

    22-6075840
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2017 AccountingFeesSchedule
    Name:
    WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 7,000 7,000   0

    TY 2017 ExplnOfNonFilingWithAGStmt
    Name:
    WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Statement:
    THE FOUNDATION IS NOT REQUIRED TO FILE A COPY OF FORM 990-PF WITH THE NEW JERSEY ATTORNEY GENERAL BECAUSE IT DOES NOT SOLICIT FUNDS FROM THE PUBLIC.

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Name of Bond End of Year Book Value End of Year Fair Market Value
    HP ENTERPRISE CO 4.9 25 519,376 507,711
    AETNA 41/8 21 268,428 253,415
    AFLAC 31/4 25 493,155 480,880
    ALTRIA GROUP 4 24 536,296 500,745
    AMGEN 4.1 21 270,400 253,458
    ANHEUSER BUSCH 3.7 24 260,290 245,513
    APACHE CORP. 2 5/8 23 249,921 237,403
    AT&T 247,256 234,733
    AT&T 3 22 513,621 488,170
    BERKSHIRE HATHAWAY 3 22 523,511 494,480
    BURLINGTON NORTHERN SANTA FE 3.05 22 518,450 493,355
    CANADIAN PACIFIC 4,45 23 260,823 256,800
    CAPITAL ONE FINANCIAL VAR. 49 250,000 252,500
    CITIZEN FINL GROUP INC 5.5S 257,934 251,875
    CATERPILLAR 2.6 22 258,330 242,663
    CBS 3.7 24 259,951 242,060
    CBS 4 26 250,575 241,933
    CIGNA CORP. 4 22 274,423 251,680
    CIGNA CORP. 250,765 235,440
    CLOROX 3.05 22 258,895 246,958
    CITIGROUP 37/8 25 245,735 240,803
    COLGATE PALMOLIVE 3 1/4 24 261,216 247,775
    COMCAST 3318 25 252,393 241,978
    CORN PRODUCTS INTERNATIONAL 45/8 20 262,505 255,493
    CREDIT SUISSE NEW YORK 43/8 20 261,128 254,103
    CVS CAREMARK 41/8 21 263,875 253,008
    DOW CHEMICAL 41/8 21 268,000 253,778
    ENTERGY 51/8 20 254,012 255,343
    ERP OPERATING 43/4 20 267,365 254,790
    EXXON MOBIL 3.176 24 526,155 493,380
    FEDEX 2.7 23 254,225 240,185
    FEDEX 4 24 273,705 254,100
    GENERAL ELECTRIC 2.7 22 261,693 236,250
    GENERAL MILLS 3.15 21 261,693 245,978
    GENERAL MILLS 3.2 27 259,729 225,573
    GOLDMAN SACHS 3.85 24 524,906 490,165
    GOLDMAN SACHS CAPITAL II 5.793 43 8,340 9,600
    E TRADE FINANCIAL CORP VAR RT 255,837 241,250
    VOYA FINANCIAL INC VAR RT PERP MAT 255,000 248,438
    GOLDMAN SACHS 5.95 27 291,168 269,400
    HOME DEPOT 3 3/4 24 263,293 252,955
    HOME DEPOT 3 26 254,398 236,868
    INTEL CORP 3.7 25 267,358 249,323
    WASTE MANAGEMENT 3.15 27 253,255 234,025
    GENERAL ELEC CAP CORP 3.3 27 101,066 88,226
    JP MORGAN CHASE 4.4 20 261,168 254,183
    JP MORGAN CHASE VAR RT 04/25/2023 252,175 251,748
    CHARLES SCHWAB CORP VAR RT 06/01/2166 250,000 237,500
    CITIGROUP INC MTN VAR RT 11/24/2027 250,000 255,338
    JP MORGAN CHASE VAR. RATE 355,000 356,775
    JP MORGAN CHASE VAR. RATE 05/01/2166 500,000 462,800
    JP MORGAN CHASE 5.15 49 65,000 63,822
    JP MORGAN CHASE 381,557 360,346
    JP MORGAN TRUST I FLOATING RATE 3,391,989 3,287,692
    KELLOGG 4 20 284,663 253,445
    MATTEL 4.35 20 261,065 247,423
    MCDONALD'S 33/8 25 245,915 240,825
    METLIFE 43/4 21 270,612 257,258
    METLIFE 3 25 502,453 471,585
    METLIFE VAR. 49 125,000 126,115
    NEWELL RUBBERMAID 4.7 20 266,575 254,653
    PEPSICO 3.6 24 259,945 249,968
    PHILIP MORRIS INTL. 3.6 23 268,663 248,485
    POTASH CORP - SASKATCHEWAN 47/8 20 266,218 255,290
    PACIFIC GAS & ELECTRIC 3.5 25 264,046 232,815
    PRUDENTIAL FINANCIAL 3 1/2 24 519,990 496,805
    THERMO FISHER SCIENTIFIC 4.15 24 526,133 504,150
    TIME WARNER 6.95 28 198,891 232,442
    UNION PACIFIC 4 21 269,900 253,375
    UNION PACIFIC 264,635 238,770
    UNITED HEALTH GROUP 27/8 22 257,053 245,325
    UNITED TECHNOLOGIES CORP 259,366 229,905
    UNITED HEALTH 268,386 247,528
    VERIZON 3.5 24 497,515 488,955
    WAL-MART 41/4 21 291,250 256,677
    WELLS FARGO 3.45 23 512,870 488,340
    WELLS FARGO VAR RT 01/24/2023 255,375 252,843
    ENLINK MIDSTREAM VAR RT 12/15/2165 150,000 130,668
    WHIRLPOOL 3.7 25 504,270 477,365
    XL CAPITAL LTD NOTES 6.5 2165 237,658 245,030
    CONOCOPHILLIPS COMPANY VAR RT 248,247 237,932
    AT&T INC VAR RT 251,625 250,415
    METROPOLITAN WEST UNC BD-1 133,706 132,553
    CVS HEALTH CORP 262,785 243,285
    JPMORGAN CHASE & CO 3.9 % 264,473 246,320
    APPLE INC 266,901 242,165
    APPLE INC 3.25 26 260,393 240,660
    HALLIBURTON CO 3.8 25 263,261 243,200
    LOCKHEED MARTIN CORP 266,494 244,055
    LOCKHEED MARTIN CORP 2.9 25 257,476 237,525
    CISCO SYSTEMS INC 0.035 273,977 246,950
    CITIGROUP INC 0.043 254,487 242,723
    PHILIP MORRIS INTL INC OLD 03.250% 270,249 242,510
    AMERICAN INTL GROUP 0.0375 268,522 239,103
    AMERICAN INTL GROUP 3.9 26 262,815 238,875
    AETNA INC 0.035 272,095 242,930
    QUEST DIAGNOSTIC INC 3.5 25 271,407 238,550
    KRAFT HEINZ FOODS 3.95 25 278,193 241,718
    TIME WARNER 3.6 25 273,815 236,555
    MONSANTO CO 5.5 25 301,983 254,620
    MCDONALD CORP 3.7 26 545,782 487,825
    ANHEUSER BUSCH 3.65 26 275,185 237,805
    WALT DISNEY 3 26 528,983 475,705
    3M COMPANY 3 25 264,153 240,747
    TYCO INTERNATIONAL 3.9 26 278,690 242,695
    US BANCORP 3.1 26 267,115 233,210
    THOMSON REUTERS 3.35 26 266,439 229,313
    WALGREENS 3.45 26 523,982 462,455
    CONOCOPHILLIPS 4.95 26 284,785 265,390
    KELLOGG 3.25 26 269,954 230,955
    MICROSOFT 3.125 25 535,039 484,060
    MICROSOFT 3.3 27 267,976 242,560
    BANK OF NY MELLON CORP 251,127 226,262
    SUNTRUST BANKS INC VAR RATE 253,125 241,650
    BANK OF AMERICA CORP VAR RT 10/21/22 256,000 253,850
    BARCLAYS PLC VAR RT 01/10/2023 256,875 253,917
    PNC FINANCIAL SERVICES 100,000 96,700
    PIMCO INCOME FUNDS 88,248 84,402
    FIDELITY CONS INCOME BOND-IS 124,846 124,747
    INVESCO HI YLD MUNI-R6 32,220 31,633
    WELLS FARGO 4.3 27 267,908 245,470

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ANNALY CAPITAL MANAGEMENT 7 5/8 PFD 58,350 59,347
    AT&T 00206R -10-2 T 67,294 410,284
    AVALON BAY COMMUNITIES 110,065 175,380
    BANK OF AMERICA 6 5/8 PFD 250,000 258,100
    AMAZON COM INC 1,755,195 1,629,971
    BLACKROCK CORPORATE HIGH YIELD 154,272 66,019
    BOEING 50,000 210,787
    CAPITAL ONE FINANCIAL 6 PFD 249,500 249,800
    CITIGROUP 250,000 478,316
    CITIGROUP 5.95 % 2049 260,486 250,312
    CITIGROUP SER J 7 1/8 PFD 500,000 545,200
    COMCAST 34,252 343,793
    DDR CORP 6 1/2 PFD 225,000 210,150
    ENERGY TRANSFER PARTNERS PFD 7.375% 25 150,000 148,440
    DOUBLE LINE TOTAL RETURN FUND 143,460 133,475
    FIRST REPUBLIC BANK 5.125 22PFD 250,000 231,239
    BRISTOL-MYERS SQUIBB CO 3.25 27 261,707 241,115
    GENERAL MOTORS WARRANTS - CLASS A 303,725 195,757
    GENERAL MOTORS WARRANTS - CLASS B 234,346 155,093
    IBM 2,672,173 2,246,037
    IBM 3,794,028 2,885,750
    JP MORGAN SHORT DURATION BOND FUND 601,242 589,215
    JP MORGAN STRATEGIC INCOME OPPORTUNITIES FUND 1,348,097 1,348,633
    JP MORGAN CHASE VAR. PFD 248,125 249,955
    JP MORGAN CHASE 6.7 PFD 250,000 252,500
    JP MORGAN CHASE 6.125 PFD 250,000 252,400
    JP MORGAN CHASE 6 1/8 PFD 250,000 253,600
    JP MORGAN CHASE 6.1 PFD 125,000 126,500
    JP MORGAN CHASE 5.75 PFD 500,000 497,600
    BANK AMERICA CORP PFD 6% 375,000 376,950
    JPM GLOBAL BOND OPPORTUNITY FUND 101,609 96,755
    LADDER CAP CORP 73,696 84,200
    PIMCO MORTGAGE OPPORTUNITY 152,617 150,470
    PIMCO SHORT TERM FD-INST 158,632 158,903
    PNC FINANCIAL SERVICES 837,605 2,856,333
    PUBLIC SERVICE ENTERPRISE GROUP 39,064 160,290
    REGIONS FINANCIAL VAR. PFD 250,000 266,400
    URBAN EDGE PROPERTIES 472,531 1,795,559
    VERIZON COMMUNICATIONS 116,304 469,394
    VODAFONE 12,286 45,167
    INVESCO MORTGAGE CAPITAL PFD 7.5 250,000 248,400
    VORNADO REALTY TRUST 4,094,309 15,214,314
    JBG SMITH PROPERTIES 982,518 4,187,940
    JBG SMITH PROPERTIES 972,959 4,317,284
    VORNADO REALTY TRUST 4,137,408 15,684,202
    VORNADO REALTY TRUST 5.25% PFD SER M 250,000 219,200
    WELLS FARGO 5.2 PFD 18,750 17,460
    WELLS FARGO 7.98 PFD 271,562 251,875
    WELLS FARGO 5.85 PFD 500,000 512,000
    WELLS FARGO 5.85 PFD 325,000 332,800
    CITIGROUP INC VAR RT 12/31/2049 491,084 493,595
    MICROSOFT CORP 4.200% 11/03/2035 258,625 253,480
    CITIGROUP INC VAR PT 09/01/2023 507,125 510,525
    CONOCOPHILLIPS COMPANY VAR RT 493,810 508,630
    E*TRADE FINANCIAL CORP VAR RI 262,229 248,950
    MORGAN STANLEY VAR RATE 261,795 252,500
    MORGAN STANLEY VAR RATE 515,000 510,435
    GOLDMAN SACHS GROUP INC MTN VAR RI 515,625 516,965
    KEYCORP VAR RI 248,750 337,275
    M&T BANK CORPORATION VAR RT 100,000 98,293
    JOHN HANCOCK LL-STR INC-I 61,210 58,636
    WELLS FARGO 5.7 250,000 250,400
    BLACKROCK NC 539,493 498,480
    DOW CHEMICAL CO/THE 0.035 261,593 242,475
    AMERICAN BEACON GLG TR - UTL 78,260 79,057

    TY 2017 InvestmentsGovtObligationsSch
    Name:
    WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    6,482,420
    State & Local Government Securities - End of Year Fair Market Value:


    6,918,012


    TY 2017 InvestmentsOtherSchedule2
    Name:
    WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    STATE OF ISRAEL BONDS AT COST 1,402,558 1,554,500

    TY 2017 OtherExpensesSchedule
    Name:
    WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 10,406 10,406   0
    MISCELLANEOUS EXPENSES 2,301 2,301   0
    DUES & SUBSCRIPTIONS 1,000 1,000   0
    INSURANCE 699 699   0
    INVESTMENT RELATED EXPENSES 234 234   0


    TY 2017 OtherIncomeSchedule2
    Name:
    WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 45,756 45,756 45,756


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEES 330,000 330,000   0
    INVESTMENT CONSULTING FEES 46,500 46,500   0
    INVESTMENT MANAGEMENT FEES 5,195 5,195   0


    TY 2017 TaxesSchedule
    Name:
    WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 84,000 0   0