-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE MARK AND JANE WILF FAMILY
FOUNDATION INC
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
,
NJ
07078
A Employer identification number
75-3224210
B
Telephone number (see instructions)
(973) 924-8246
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
15,682,039
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
3,510,791
2
Check
.............
3
Interest on savings and temporary cash investments
2,420
2,420
4
Dividends and interest from securities
...
439,569
439,569
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
-551,466
b
Gross sales price for all assets on line 6a
13,627,116
7
Capital gain net income (from Part IV, line 2)
...
0
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)
.......
12
Total.
Add lines 1 through 11
........
3,401,314
441,989
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
16,144
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
31
0
31
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
16,175
0
31
25
Contributions, gifts, grants paid
.......
442,967
442,967
26
Total expenses and disbursements.
Add lines 24 and 25
459,142
0
442,998
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
2,942,172
b
Net investment income
(if negative, enter -0-)
441,989
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
1
Cash—non-interest-bearing
.............
6,587
7,335
7,335
2
Savings and temporary cash investments
.........
2,646,570
2,473,837
2,383,303
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
4,338,289
1,398,455
846,391
b
Investments—corporate stock (attach schedule)
.......
3,363,480
9,419,271
12,443,173
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
3,637
1,837
1,837
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
10,358,563
13,300,735
15,682,039
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
10,358,563
13,300,735
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
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)
.....
10,358,563
13,300,735
30
Total liabilities and net assets/fund balances
(see instructions)
.
10,358,563
13,300,735
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
10,358,563
2
Enter amount from Part I, line 27a
.....................
2
2,942,172
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
13,300,735
5
Decreases not included in line 2 (itemize)
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
13,300,735
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
ISRAEL BOND
P
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
13,625,205
14,176,782
-551,577
b
1,911
1,800
111
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
-551,577
b
111
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
-551,466
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
...................
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?
Yes
No
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
711,556
8,370,300
0.085010
2017
593,335
5,587,235
0.106195
2016
569,647
3,703,285
0.153822
2015
199,045
3,543,418
0.056173
2014
446,754
2,936,504
0.152138
2
Total
of line 1, column (d)
.....................
2
0.553338
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
0.110668
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
10,781,004
5
Multiply line 4 by line 3
......................
5
1,193,112
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
4,420
7
Add lines 5 and 6
........................
7
1,197,532
8
Enter qualifying distributions from Part XII, line 4
,.............
8
442,998
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
and enter “N/A" on line 1.
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
8,840
here
and 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
8,840
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
8,840
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
12,000
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
4,450
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
16,450
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
7,610
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
7,610
Refunded
11
0
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
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
.
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 address
N/A
14
The books are in care of
CITRIN COOPERMAN
Telephone no.
(212) 697-1000
Located at
529 FIFTH AVENUE
NEW YORK
NY
ZIP+4
10017
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
MARK WILF
TRUSTEE & PRESIDENT
0.25
0
0
0
820 MORRIS TURNPIKE
SHORT HILLS
,
NJ
07078
JANE WILF
TRUSTEE & VICE PRESIDENT
0.25
0
0
0
820 MORRIS TURNPIKE
SHORT HILLS
,
NJ
07078
ZYGMUNT WILF
TRUSTEE, SECRETARY & TREASURER
0.25
0
0
0
820 MORRIS TURNPIKE
SHORT HILLS
,
NJ
07078
STEVEN WILF
TRUSTEE
0.25
0
0
0
820 MORRIS TURNPIKE
SHORT HILLS
,
NJ
07078
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
NONE
Total
number of other employees paid over $50,000
...................
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
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
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
.........................
0
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
8,760,250
b
Average of monthly cash balances
.......................
1b
2,184,932
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
10,945,182
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
10,945,182
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
164,178
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
10,781,004
6
Minimum investment return.
Enter 5% of line 5
..................
6
539,050
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
539,050
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
8,840
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
8,840
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
530,210
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
530,210
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
530,210
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
442,998
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
442,998
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
442,998
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
530,210
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
......
301,745
b
From 2015
......
23,787
c
From 2016
......
388,981
d
From 2017
......
319,797
e
From 2018
......
303,186
f
Total
of lines 3a through e
........
1,337,496
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
442,998
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
.....
442,998
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
87,212
87,212
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
1,250,284
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)
...
214,533
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,035,751
10
Analysis of line 9:
a
Excess from 2015
....
23,787
b
Excess from 2016
....
388,981
c
Excess from 2017
....
319,797
d
Excess from 2018
....
303,186
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
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
MARK WILF
JANE WILF
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any 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)
a
Paid during the year
JEWISH FEDERATION OF GREATER METROWEST NJ
901 ROUTE 10
WHIPPANY
,
NJ
07981
PC
PROGRAM SUPPORT
87,390
AMERICAN FRIENDS OF LEKET ISRAEL INC
384 WARWICK AVENUE PO BOX 2090
TEANECK
,
NJ
07666
PC
ANNUAL SUPPORT
25,000
MINNEAPOLIS INSTITUTE OF FINE ARTS
2400 THIRD AVENUE SOUTH
MINNEAPOLIS
,
MN
55404
PC
ANNUAL SUPPORT
25,000
SOLOMON R GUGGENHEIM FOUNDATION
1071 5TH AVENUE
NEW YORK
,
NY
10128
PC
PROGRAM SUPPORT
20,000
GOLDA OCH ACADEMY
1418 PLEASANT VALLEY WAY
WEST ORANGE
,
NJ
07052
PC
ANNUAL SUPPORT
20,000
PRINCETON UNIVERSITY
330 ALEXANDER STREET
PRINCETON
,
NJ
08540
PC
PROGRAM SUPPORT
20,000
PALM BEACH ORTHODOX SYNAGOGUE
120 NORTH COUNTY ROAD
PALM BEACH
,
FL
33480
PC
ANNUAL SUPPORT
18,000
NEWARK ACADEMY
91 SOUTH ORANGE AVENUE
LIVINGSTON
,
NJ
07039
PC
ANNUAL SUPPORT
18,000
THE PUBLIC THEATER
425 LAFAYETTE STREET
NEW YORK
,
NY
10003
PC
ANNUAL SUPPORT
15,000
AMERICAN FRIENDS OF MDA PALM BEACH
5700 LAKE WORTH ROAD SUITE 308C
LAKE WORTH
,
FL
33463
PC
PROGRAM SUPPORT
10,000
ARTIS CONTEMPORARY ISRAELI ART FUND
38 EAST 1ST STREET GROUND FLOOR
NEW YORK
,
NY
10003
PC
PROGRAM SUPPORT
10,000
AMERICAN FRIENDS OF SHALVA ISRAEL
315 5TH AVENUE FLOOR 6
NEW YORK
,
NY
10016
PC
PROGRAM SUPPORT
10,000
VIA ART FUND
83 NEWBURY STREET SUITE 4
BOSTON
,
MA
02116
PC
PROGRAM SUPPORT
10,000
THE EVERYMAN THEATRE
315 W FAYETTE STREET
BALTIMORE
,
MD
21201
PC
PROGRAM SUPPORT
10,000
JEWISH BOARD OF FAMILY & CHILDRENS SERVICES
135 WEST 50TH STREET
NEW YORK
,
NY
10020
PC
ANNUAL SUPPORT
8,200
FRIENDSHIP CIRCLE - LIFETOWN
10 MICROLAB ROAD
LIVINGSTON
,
NJ
07039
PC
PROGRAM SUPPORT
5,400
NEWARK ACADEMY
91 SOUTH ORANGE AVENUE
LIVINGSTON
,
NJ
07039
PC
ANNUAL SUPPORT
5,000
JEWISH FEDERATION OF GREATER METROWEST NJ
901 ROUTE 10
WHIPPANY
,
NJ
07981
PC
PROGRAM SUPPORT
5,000
MOVING TRADITIONS
261 OLD YORK ROAD SUITE 734
JENKINTOWN
,
PA
19046
PC
PROGRAM SUPPORT
5,000
GOLDA OCH ACADEMY
1418 PLEASANT VALLEY WAY
WEST ORANGE
,
NJ
07052
PC
ANNUAL SUPPORT
5,000
JEWISH FAMILY SERVICE OF METROWEST
256 COLUMBIA TURNPIKE SUITE 105
FLORHAM PARK
,
NJ
07932
PC
PROGRAM SUPPORT
5,000
FILM SOCIETY OF LINCOLN CENTER
70 LINCOLN CENTER PLAZA
NEW YORK
,
NY
10023
PC
PROGRAM SUPPORT
5,000
JEWISH FEDERATION OF PALM BEACH COUNTY
1 HARVARD CIRCLE SUITE 100
WEST PALM BEACH
,
FL
33409
PC
ANNUAL SUPPORT
5,000
JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
6505 WILSHIRE BLVD SUITE 800
LOS ANGELES
,
CA
90048
PC
PROGRAM SUPPORT
5,000
AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA
122 E 42ND STREET ROOM 4507
NEW YORK
,
NY
10168
PC
ANNUAL SUPPORT
5,000
ABINGDON THEATRE COMPANY
101 EAST 15TH STREET 2ND FLOOR
NEW YORK
,
NY
10003
PC
PROGRAM SUPPORT
5,000
PINGRY SCHOOL
131 MARTINSVILLE ROAD
BASKING RIDGE
,
NJ
07920
PC
ANNUAL SUPPORT
5,000
ST BARNABAS MEDICAL CENTER
94 OLD SHORT HILLS ROAD
LIVINGSTON
,
NJ
07039
PC
PROGRAM SUPPORT
5,000
UNIVERSITY OF PENNSYLVANIA HILLEL STEINHARDT HALL
215 SOUTH 39TH STREET
PHILADELPHIA
,
PA
19104
PC
PROGRAM SUPPORT
5,000
CHABAD JEWISH STUDENT CENTER AT VANDERBILT
111 23RD AVENUE N
NASHVILLE
,
TN
37203
PC
ANNUAL SUPPORT
2,500
ABINGTON FRIENDS SCHOOL
575 WASHINGTON LANE
JENKINTOWN
,
PA
19046
PC
ANNUAL SUPPORT
2,500
ARYEH ADVENTURES
65 SHREWSBURY DRIVE
LIVINGSTON
,
NJ
07039
PC
PROGRAM SUPPORT
2,500
ABINGTON FRIENDS SCHOOL
575 WASHINGTON LANE
JENKINTOWN
,
PA
19046
PC
ANNUAL SUPPORT
2,500
NYU LANGONE MEDICAL CENTER
223 EAST 34TH STREET
NEW YORK
,
NY
10016
PC
PROGRAM SUPPORT
1,800
JEWISH BOARD OF FAMILY & CHILDRENS SERVICES
135 WEST 50TH STREET
NEW YORK
,
NY
10020
PC
ANNUAL SUPPORT
1,800
CENTRAL FUND OF ISRAEL
980 AVENUE OF THE AMERICAS 3RD FL
NEW YORK
,
NY
10018
PC
PROGRAM SUPPORT
1,800
JEWISH VOCATIONAL SERVICE OF METRO WEST
354 EISENHOWER PARKWAY PLAZA 1
SUITE 2150
LIVINGSTON
,
NJ
07039
PC
PROGRAM SUPPORT
1,800
PALM BEACH UNITED WAY
44 COCOANUT ROW SUITE M201
PALM BEACH
,
FL
33480
PC
ANNUAL SUPPORT
1,800
BREAST CANCER RESEARCH FOUNDATION
60 EAST 56TH STREET
NEW YORK
,
NY
10022
PC
PROGRAM SUPPORT
1,800
GOLDA OCH ACADEMY
1418 PLEASANT VALLEY WAY
WEST ORANGE
,
NJ
07052
PC
ANNUAL SUPPORT
1,800
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVENUE ROOM 312
BRONX
,
NY
10461
PC
ANNUAL SUPPORT
1,800
UNIVERSITY OF MICHIGAN HILLEL MADELL L BERMAN CENTER
1429 HILL STREET
ANN ARBOR
,
MI
48104
PC
PROGRAM SUPPORT
1,800
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVENUE ROOM 312
BRONX
,
NY
10461
PC
ANNUAL SUPPORT
1,800
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREET SUITE 623
NEW YORK
,
NY
10022
PC
PROGRAM SUPPORT
1,250
SMILE FARMS
ONE OLD COUNTRY ROAD SUITE 500
CARLE PLACE
,
NY
11514
PC
PROGRAM SUPPORT
1,000
LIVE LIKE BLAINE FOUNDATION
TWO BALA PLAZA SUITE 401
BALA CYNWYD
,
PA
19004
PC
PROGRAM SUPPORT
1,000
RONALD MCDONALD HOUSE OF NEW YORK
405 E 73RD ST
NEW YORK
,
NY
10021
PC
PROGRAM SUPPORT
1,000
AMERICAN CANCER SOCIETY
2600 US HIGHWAY 1
NORTH BRUNSWICK
,
NJ
08902
PC
PROGRAM SUPPORT
1,000
KUSHNER HEBREW ACADEMY
110 SOUTH ORANGE AVENUE
LIVINGSTON
,
NJ
07039
PC
PROGRAM SUPPORT
1,000
SPECIAL OLYMPICS NEW JERSEY
3 PRINCESS ROAD
LAWRENCEVILLE
,
NJ
08648
PC
PROGRAM SUPPORT
1,000
NATIONAL INSTITUTE OF NEUROLOGICAL DISORDERS AND STROKE
NSC BUILDING MSC 9531 6001
EXECUTIVE BOULEVARD ROOM 3280
BETHESDA
,
MD
20852
PC
PROGRAM SUPPORT
1,000
PALM BEACH COUNTRY CLUB FOUNDATION
760 N OCEAN BLVD
PALM BEACH
,
FL
33480
PC
ANNUAL SUPPORT
1,000
MRCC FOUNDATION
713 PASSAIC AVENUE
WEST CALDWELL
,
NJ
07006
PC
ANNUAL SUPPORT
1,000
NATIONAL OVARIAN CANCER COALITION
2501 OAK LAWN AVENUE SUITE 435
DALLAS
,
TX
75219
PC
PROGRAM SUPPORT
1,000
CHAI LIFELINE - BIKE4CHAI
106 CLIFTON AVENUE
LAKEWOOD
,
NJ
08701
PC
PROGRAM SUPPORT
1,000
DAUGHTERS OF MIRIAM
155 HAZEL STREET
CLIFTON
,
NJ
07015
PC
PROGRAM SUPPORT
1,000
JCC METROWEST
760 NORTHFIELD ROAD
WEST ORANGE
,
NJ
07052
PC
PROGRAM SUPPORT
1,000
AMERICAN DIABETES ASSOCIATION
PO BOX 7023
MERRIFIELD
,
VA
22116
PC
ANNUAL SUPPORT
1,000
AMERICAN FRIENDS OF MIGDAL OHR
1560 BROADWAY SUITE 510
NEW YORK
,
NY
10036
PC
ANNUAL SUPPORT
1,000
AMERICAN HEART ASSOCIATION
1 UNION STREET SUITE 301
ROBBINSVILLE
,
NJ
13220
PC
ANNUAL SUPPORT
1,000
BIG BROTHER BIG SISTER FOUNDATION OF NJ
1719 ROUTE 10 EAST SUITE 102
PARSIPPANY
,
NJ
07054
PC
ANNUAL SUPPORT
1,000
COALITION FOR THE HOMELESS
129 FULTON STREET
NEW YORK
,
NY
10038
PC
ANNUAL SUPPORT
1,000
LIGHTHOUSE GUILD
250 WEST 64TH STREET
NEW YORK
,
NY
10023
PC
ANNUAL SUPPORT
1,000
MARCH OF DIMES
PO BOX 8972
TOPEKA
,
KS
66608
PC
ANNUAL SUPPORT
1,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
1480 US HIGHWAY 9 NORTH SUITE 301
WOODBRIDGE
,
NJ
07095
PC
ANNUAL SUPPORT
1,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST EAST SUITE
400
FAIRFIELD
,
CT
06825
PC
ANNUAL SUPPORT
1,000
SIMON WIESENTHAL CENTER
1399 ROXBURY DRIVE
LOS ANGELES
,
CA
90035
PC
PROGRAM SUPPORT
1,000
NORTON MUSEUM OF ART
1450 S DIXIE HIGHWAY
WEST PALM BCH
,
FL
33401
PC
PROGRAM SUPPORT
1,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACE
MEMPHIS
,
TN
38105
PC
ANNUAL SUPPORT
1,000
VISITING NURSE SERVICE OF NEW YORK
107 EAST 70TH STREET
NEW YORK
,
NY
10021
PC
ANNUAL SUPPORT
1,000
VOLUNTEERS OF AMERICA
135 WEST 50TH STREET 9TH FLOOR
NEW YORK
,
NY
10020
PC
ANNUAL SUPPORT
1,000
WISTAR INSTITUTE
3601 SPRUCE STREET
PHILADELPHIA
,
PA
19104
PC
ANNUAL SUPPORT
1,000
VNA HEALTH GROUP OF NEW JERSEY
23 MAIN STREET SUITE D1
HOLMDEL
,
NJ
07733
PC
PROGRAM SUPPORT
1,000
THE EMMANUEL CANCER FOUNDATION
67 WALNUT AVENUE SUITE 107
CLARK
,
NJ
07066
PC
PROGRAM SUPPORT
1,000
ECLC FOUNDATION
100 PASSAIC AVENUE SUITE I
CHATHAM
,
NJ
07928
PC
PROGRAM SUPPORT
500
FAMILY CONNECTIONS
395 S CENTER STREER
ORANGE
,
NJ
07050
PC
PROGRAM SUPPORT
500
AMERICAN FRIENDS OF ALYN HOSPITAL
122 E 42ND STREET ROOM 1519
NEW YORK
,
NY
10168
PC
PROGRAM SUPPORT
500
COVENANT HOUSE
330 WASHINGTON STREET
NEWARK
,
NJ
07102
PC
PROGRAM SUPPORT
500
DEVELOPMENT CORPORATION FOR ISRAEL
641 LEXINGTON AVENUE SUITE 900
NEW YORK
,
NY
10022
PC
PROGRAM SUPPORT
400
DIKAIA FOUNDATION
PO BOX 35426
SYRACUSE
,
NY
13235
PC
PROGRAM SUPPORT
360
JEWISH FEDERATION OF GREATER METROWEST NJ
901 ROUTE 10
WHIPPANY
,
NJ
07981
PC
PROGRAM SUPPORT
360
JEWISH FEDERATION OF GREATER METROWEST NJ
901 ROUTE 10
WHIPPANY
,
NJ
07981
PC
PROGRAM SUPPORT
360
MUSEUM OF MODERN ART
11 W 53RD STREET
NEW YORK
,
NY
10019
PC
PROGRAM SUPPORT
360
AMERICAN HEART ASSOCIATION
1 UNION STREET SUITE 301
ROBBINSVILLE
,
NJ
13220
PC
ANNUAL SUPPORT
360
NATIONAL COUNCIL OF JEWISH WOMEN
70 SOUTH ORANGE AVENUE SUITE 120
LIVINGSTON
,
NJ
07039
PC
ANNUAL SUPPORT
360
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVENUE ROOM 312
BRONX
,
NY
10461
PC
ANNUAL SUPPORT
275
JEWISH UNITED FUND OF METROPOLITAN CHICAGO
30 S WELLS 4049
CHICAGO
,
IL
60606
PC
PROGRAM SUPPORT
180
JEWISH CENTER
435 NASSAU STREET
PRINCETON
,
NJ
08540
PC
PROGRAM SUPPORT
180
CONGREGATION ETZ CHAIM
1 LAFAYETTE DRIVE
LIVINGSTON
,
NJ
07039
PC
PROGRAM SUPPORT
180
MCCARTON FOUNDATION FOR DEVELOPMENTAL DISABILITIES
1909 LONGFELLOW AVENUE
BRONX
,
NY
10460
PC
PROGRAM SUPPORT
180
CONGREGATION ETZ CHAIM
1 LAFAYETTE DRIVE
LIVINGSTON
,
NJ
07039
PC
PROGRAM SUPPORT
180
NEIGHBORS LINK CORP
27 COLUMBUS AVENUE
MOUNT KISCO
,
NY
10549
PC
PROGRAM SUPPORT
180
CONGREGATION ETZ CHAIM
1 LAFAYETTE DRIVE
LIVINGSTON
,
NJ
07039
PC
PROGRAM SUPPORT
180
JCC OF MIDDLESEX COUNTY
1775 OAK TREE ROAD
EDISON
,
NJ
08820
PC
PROGRAM SUPPORT
180
CONGREGATION ETZ CHAIM
1 LAFAYETTE DRIVE
LIVINGSTON
,
NJ
07039
PC
PROGRAM SUPPORT
180
JEWISH FEDERATION OF GREATER METROWEST NJ
901 ROUTE 10
WHIPPANY
,
NJ
07981
PC
PROGRAM SUPPORT
100
SUSAN G KOMEN BREAST CANCER FOUNDATION
470 7TH AVENUE 7TH FLOOR
NEW YORK
,
NY
10018
PC
PROGRAM SUPPORT
100
JEWISH FEDERATION OF GREATER METROWEST NJ
901 ROUTE 10
WHIPPANY
,
NJ
07981
PC
PROGRAM SUPPORT
36
JEWISH FEDERATION OF GREATER METROWEST NJ
901 ROUTE 10
WHIPPANY
,
NJ
07981
PC
PROGRAM SUPPORT
36
Total
.................................
3a
442,967
b
Approved for future payment
Total
.................................
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
2,420
4
Dividends and interest from securities
....
14
439,569
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
-551,466
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
-109,477
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
-109,477
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description