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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE Z S & M WILF 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, NJ07078
A Employer identification number

22-3553441
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$167,355,962
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) 5,798,354
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,491 2,491  
4 Dividends and interest from securities... 4,140,788 4,140,788  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 22,234,976
b Gross sales price for all assets on line 6a 94,138,204
7 Capital gain net income (from Part IV, line 2)... 22,440,384
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)....... 411 411  
12 Total. Add lines 1 through 11........ 32,177,020 26,584,074  
Operating and Administrative Expenses 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)....... 8,625 8,625   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 49,960 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 3,027 3,027   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 61,612 11,652   0
25 Contributions, gifts, grants paid....... 8,800,597 8,800,597
26 Total expenses and disbursements. Add lines 24 and 25 8,862,209 11,652   8,800,597
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 23,314,811
b Net investment income (if negative, enter -0-) 26,572,422
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 2,048,726 3,157,586 3,157,586
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) 11,015,203 Click to see attachment1,513,451 1,746,052
b Investments—corporate stock (attach schedule)....... 53,996,645 Click to see attachment57,386,455 82,204,265
c Investments—corporate bonds (attach schedule)....... 47,257,047 Click to see attachment72,093,751 74,627,586
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,139,284 Click to see attachment5,620,473 5,620,473
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) 116,456,905 139,771,716 167,355,962
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........... 116,456,905 139,771,716
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)..... 116,456,905 139,771,716
30 Total liabilities and net assets/fund balances (see instructions). 116,456,905 139,771,716
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
116,456,905
2
Enter amount from Part I, line 27a .....................
2
23,314,811
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
139,771,716
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
139,771,716
Form 990-PF (2020)
Form 990-PF (2020)
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      
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 94,138,204   71,697,820 22,440,384
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       22,440,384
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 22,440,384
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 369,357
c All other domestic foundations enter 1.39% 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........................... 3 369,357
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- ..... 5 369,357
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 98,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 390,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 488,000
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 118,643
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet118,643 RefundedBullet 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 atbullet50 ROCKEFELLER PLAZANEW YORKNY ZIP+4bullet10020
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    ZYGMUNT WILF TRUSTEE, PRESIDENT & TREASURER
    0.25
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    MARK WILF TRUSTEE, VICE PRESIDENT & SECRETARY
    0.25
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    ELIZABETH WILF TRUSTEE
    0.25
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    LEONARD WILF TRUSTEE
    0.25
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    ELANA WILF TANZMAN TRUSTEE
    0.25
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    JASON WILF TRUSTEE
    0.25
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    JONATHAN WILF TRUSTEE
    0.25
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    STEVEN WILF TRUSTEE
    0.25
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    STEPHANIE WILF TRUSTEE
    0.25
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    RACHEL S WILF TRUSTEE
    0.25
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    DANIEL WILF TRUSTEE
    0.25
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.............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 (2020)
    Form 990-PF (2020)
    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
    152,451,533
    b
    Average of monthly cash balances.......................
    1b
    210,808
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    152,662,341
    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
    152,662,341
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,289,935
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    150,372,406
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    7,518,620
    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
    7,518,620
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    369,357
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    369,357
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,149,263
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    7,149,263
    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
    7,149,263
    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
    8,800,597
    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
    8,800,597
    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
    8,800,597
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 7,149,263
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 5,868,585
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 8,800,597
    a Applied to 2019, but not more than line 2a 5,868,585
    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 2020 distributable amount..... 2,932,012
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    4,217,251
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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
    MARK 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 (2020)
    Form 990-PF (2020)
    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
    UNIVERSITY OF PENNSYLVANIA
    2929 WALNUT STREET SUITE 300
    PHILADELPHIA,PA19104
      PC PROGRAM SUPPORT 1,000,000
    JAFI
    633 THIRD AVENUE 2100
    NEW YORK,NY10017
      PC PROGRAM SUPPORT 500,000
    NEW YORK UNIVERSITY SCHOOL OF LAW
    22 WASHINGTON SQUARE NORTH 2ND
    FLOOR
    NEW YORK,NY10011
      PC PROGRAM SUPPORT 500,000
    VANDERBILT UNIVERSITY
    2201 WEST END AVENUE 221 KIRKLAND
    HALL
    NASHVILLE,TN37240
      PC PROGRAM SUPPORT 500,000
    RABBINICAL COLLEGE OF AMERICA
    PO BOX 1996
    MORRISTOWN,NJ07962
      PC PROGRAM SUPPORT 500,000
    UNITED WAY WORLDWIDE
    701 NORTH FAIRFAX STREET
    ALEXANDRIA,VA22314
      PC PROGRAM SUPPORT 500,000
    BIRTHRIGHT ISRAEL FOUNDATION
    33 EAST 33RD STREET
    NEW YORK,NY10016
      PC PROGRAM SUPPORT 250,000
    JEWISH FEDERATION OF GREATER METROWEST NJ
    901 ROUTE 10
    WHIPPANY,NJ07981
      PC PROGRAM SUPPORT 250,000
    JEWISH FEDERATION OF GREATER METROWEST NJ
    901 ROUTE 10
    WHIPPANY,NJ07981
      PC PROGRAM SUPPORT 250,000
    SECURE COMMUNITY NETWORK
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004
      PC PROGRAM SUPPORT 250,000
    THE FIRST TEE
    WORLD GOLF VILLAGE 425 SOUTH LEGACY
    TRAIL
    ST AUGUSTINE,FL32092
      PC PROGRAM SUPPORT 250,000
    BRENNAN CENTER FOR JUSTICE
    120 BROADWAY SUITE 1720
    NEW YORK,NY10271
      PC PROGRAM SUPPORT 250,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
    220 EAST 42ND STREET SUITE 400
    NEW YORK,NY10017
      PC PROGRAM SUPPORT 200,000
    UNIVERSITY OF MICHIGAN
    3003 SOUTH STATE STREET SUITE 9000
    ANN ARBOR,MI48109
      PC PROGRAM SUPPORT 200,000
    JAFI
    633 THIRD AVENUE 2100
    NEW YORK,NY10017
      PC PROGRAM SUPPORT 150,000
    NEW YORK UNIVERSITY SCHOOL OF LAW
    22 WASHINGTON SQUARE NORTH 2ND
    FLOOR
    NEW YORK,NY10011
      PC PROGRAM SUPPORT 150,000
    BLACK VOTERS MATTER CAPACITY BUILDING INSTITUTE
    3645 MARKETPLACE BLVD
    EAST POINT,GA30344
      PC PROGRAM SUPPORT 125,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
    220 EAST 42ND STREET SUITE 400
    NEW YORK,NY10017
      PC PROGRAM SUPPORT 100,000
    JEWISH MUSEUM
    1109 FIFTH AVENUE
    NEW YORK,NY10128
      PC PROGRAM SUPPORT 100,000
    JEWISH MUSEUM
    1109 FIFTH AVENUE
    NEW YORK,NY10128
      PC PROGRAM SUPPORT 100,000
    JEWISH MUSEUM
    1109 FIFTH AVENUE
    NEW YORK,NY10128
      PC PROGRAM SUPPORT 100,000
    THE FIRST TEE
    WORLD GOLF VILLAGE 425 SOUTH LEGACY
    TRAIL
    ST AUGUSTINE,FL32092
      PC PROGRAM SUPPORT 100,000
    YESHIVA UNIVERSITY
    500 WEST 185TH STREET
    NEW YORK,NY10033
      PC PROGRAM SUPPORT 100,000
    AFYA FOUNDATION
    140 SAWMILL RIVER ROAD
    YONKER,NY10701
      PC PROGRAM SUPPORT 100,000
    RWJ BARNABAS HEALTH
    94 OLD SHORT HILLS ROAD
    LIVINGSTON,NJ07039
      PC PROGRAM SUPPORT 100,000
    TEACH FOR AMERICA
    315 WEST 36TH STREET
    NEW YORK,NY10018
      PC PROGRAM SUPPORT 100,000
    YESHIVA UNIVERSITY
    500 WEST 185TH STREET
    NEW YORK,NY10033
      PC PROGRAM SUPPORT 100,000
    JEWISH FEDERATIONS OF NORTH AMERICA
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004
      PC PROGRAM SUPPORT 85,000
    AMERICAN ISRAEL EDUCATION FOUNDATION
    251 H STREET NW
    WASHINGTON,DC20001
      PC PROGRAM SUPPORT 75,000
    NAACP LEGAL DEFENSE AND EDUCATIONAL FUND
    40 RECTOR STREET
    NEW YORK,NY10006
      PC PROGRAM SUPPORT 75,000
    AMERICAN FRIENDS OF OR NATIONAL MISSIONS
    36 WEST 44TH STREET SUITE 1412
    NEW YORK,NY10036
      PC PROGRAM SUPPORT 50,000
    CALIFORNIA INSTITUTE OF TECHNOLOGY
    1200 EAST CALIFORNIA BLVD MC 123-15
    PASADENA,CA91125
      PC PROGRAM SUPPORT 50,000
    CATHOLIC CHARITIES OF ST PAUL & MINNEAPOLIS
    1200 SECOND AVENUE SOUTH
    MINNEAPOLIS,MN55403
      PC PROGRAM SUPPORT 50,000
    FRIENDS OF UNITED HATZALAH
    208 EAST 51ST STREET SUITE 8G
    NEW YORK,NY10022
      PC PROGRAM SUPPORT 50,000
    FRIENDS OF UNITED HATZALAH
    208 EAST 51ST STREET SUITE 8G
    NEW YORK,NY10022
      PC PROGRAM SUPPORT 50,000
    HILLEL INTERNATIONAL
    800 8TH STREET NW
    WASHINGTON,DC20001
      PC PROGRAM SUPPORT 50,000
    JEWISH MUSEUM
    1109 FIFTH AVENUE
    NEW YORK,NY10128
      PC PROGRAM SUPPORT 50,000
    JEWISH MUSEUM
    1109 FIFTH AVENUE
    NEW YORK,NY10128
      PC PROGRAM SUPPORT 50,000
    SELFHELP COMMUNITY SERVICES
    520 EIGHTH AVENUE
    NEW YORK,NY10018
      PC PROGRAM SUPPORT 50,000
    VISUAL ARTS CENTER OF NJ
    68 ELM STREET
    SUMMIT,NJ07901
      PC PROGRAM SUPPORT 50,000
    ISRAAID US INC
    PO BOX 61227
    PALO ALTO,CA94306
      PC PROGRAM SUPPORT 50,000
    RWJ BARNABAS HEALTH
    94 OLD SHORT HILLS ROAD
    LIVINGSTON,NJ07039
      PC PROGRAM SUPPORT 50,000
    JAFI
    633 THIRD AVENUE 2100
    NEW YORK,NY10017
      PC PROGRAM SUPPORT 48,000
    JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY
    655 WESTFIELD AVENUE
    ELIZABETH,NJ07208
      PC PROGRAM SUPPORT 40,000
    TEXAS CIVIL RIGHTS PROJECT
    1405 MONTOPOLIS DRIVE
    AUSTIN,TX78741
      PC PROGRAM SUPPORT 40,000
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVENUE 9TH FLOOR
    NEW YORK,NY10158
      PC PROGRAM SUPPORT 36,000
    RUTGERS HILLEL
    70 COLLEGE AVENUE
    NEW BRUNSWICK,NJ08906
      PC PROGRAM SUPPORT 36,000
    STRUGGLE TO SAVE ETHIOPIAN JEWRY
    459 COLUMBUS AVENUE SUITE 316
    NEW YORK,NY10024
      PC PROGRAM SUPPORT 36,000
    ROOTS & WINGS FOUNDATION
    75 BLOOMFIELD AVENUE SUITE 303
    DENVILLE,NJ07834
      PC PROGRAM SUPPORT 35,000
    JEWISH EDUCATIONAL CENTER
    330 ELMORA AVENUE
    ELIZABETH,NJ07208
      PC PROGRAM SUPPORT 30,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
    220 EAST 42ND STREET SUITE 400
    NEW YORK,NY10017
      PC PROGRAM SUPPORT 25,000
    BNAI BRITH YOUTH ORGANIZATION
    800 8TH STREET NW
    WASHINGTON,DC20001
      PC PROGRAM SUPPORT 25,000
    COUNCIL ON FOREIGN RELATIONS
    58 EAST 68TH STREET
    NEW YORK,NY10065
      PC PROGRAM SUPPORT 25,000
    FRIENDS OF THE ISRAEL FOOTBALL LEAGUE
    414 CHENAL WOODS DRIVE
    LITTLE ROCK,AR72223
      PC PROGRAM SUPPORT 25,000
    JEWISH FEDERATIONS OF NORTH AMERICA
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004
      PC PROGRAM SUPPORT 25,000
    JEWISH MUSEUM
    1109 FIFTH AVENUE
    NEW YORK,NY10128
      PC PROGRAM SUPPORT 25,000
    JEWISH MUSEUM
    1109 FIFTH AVENUE
    NEW YORK,NY10128
      PC PROGRAM SUPPORT 25,000
    LIMMUD FSU INTERNATIONAL FOUNDATION
    80 CENTRAL PARK WEST
    NEW YORK,NY10023
      PC PROGRAM SUPPORT 25,000
    NEW YORK UNIVERSITY SCHOOL OF LAW
    22 WASHINGTON SQUARE NORTH 2ND
    FLOOR
    NEW YORK,NY10011
      PC PROGRAM SUPPORT 25,000
    NEWARK ACADEMY
    91 SOUTH ORANGE AVENUE
    LIVINGSTON,NJ07039
      PC PROGRAM SUPPORT 25,000
    PRIZMAH CENTER FOR JEWISH DAY SCHOOLS
    254 WEST 54TH STREET 11TH FLOOR
    NEW YORK,NY10019
      PC PROGRAM SUPPORT 25,000
    VISUAL ARTS CENTER OF NJ
    68 ELM STREET
    SUMMIT,NJ07901
      PC PROGRAM SUPPORT 25,000
    GREATER NEWARK CONSERVANCY INC
    32 PRINCE STREET
    PRINCETON,NJ07103
      PC PROGRAM SUPPORT 25,000
    HENRY STREET SETTLEMENT
    265 HENRY STREET
    NEW YORK,NY10002
      PC PROGRAM SUPPORT 25,000
    TRINITAS HEALTH FOUNDATION
    225 WILLIAMSON STREET
    ELIZABETH,NJ07207
      PC PROGRAM SUPPORT 25,000
    JEWISH THEOLOGICAL SEMINARY
    3080 BROADWAY
    NEW YORK,NY10027
      PC PROGRAM SUPPORT 20,000
    NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
    101 SOUTH INDEPENDENCE MALL EAST
    PHILA,PA19106
      PC PROGRAM SUPPORT 20,000
    PRINCETON UNIVERSITY
    330 ALEXANDER STREET
    PRINCETON,NJ08540
      PC PROGRAM SUPPORT 20,000
    MINNESOTA HILLEL
    1521 UNIVERSITY AVENUE SE
    MINNEAPOLIS,MN55414
      PC PROGRAM SUPPORT 20,000
    CONGREGATION ETZ CHAIM
    1 LAFAYETTE DRIVE
    LIVINGSTON,NJ07039
      PC PROGRAM SUPPORT 18,000
    AMERICAN FRIENDS OF LANIADO HOSPITAL
    261 WEST 35TH STREET
    NEW YORK,NY10001
      PC PROGRAM SUPPORT 18,000
    JEWISH FEDERATION OF NASHVILLE & MIDDLE TENNESSEE
    801 PERCY WARNER BLVD SUITE 102
    NASHVILLE,TN37205
      PC PROGRAM SUPPORT 18,000
    CONFERENCE OF PRESIDENTS
    633 THIRD AVENUE 21ST FLOOR
    NEW YORK,NY10017
      PC PROGRAM SUPPORT 15,000
    JCC OF CENTRAL NJ
    1391 MARTINE AVENUE
    SCOTCH PLAINS,NJ07076
      PC PROGRAM SUPPORT 15,000
    YM-YWHA OF UNION COUNTY
    501 GREEN LANE
    UNION,NJ07083
      PC PROGRAM SUPPORT 15,000
    CONFERENCE OF PRESIDENTS FUND
    633 THIRD AVENUE 21ST FLOOR
    NEW YORK,NY10017
      PC PROGRAM SUPPORT 15,000
    HOLOCAUST MUSEUM AND STUDY CENTER
    145 COLLEGE ROAD
    SUFFERN,NY10901
      PC PROGRAM SUPPORT 12,500
    MINNEAPOLIS JEWISH FEDERATION
    PO BOX 1450
    MINNEAPOLIS,MN55482
      PC PROGRAM SUPPORT 12,500
    UNITED JEWISH FUND AND COUNCIL
    790 SOUTH CLEVELAND
    ST PAUL,MN55116
      PC PROGRAM SUPPORT 12,500
    CURE BREAST CANCER FOUNDATION
    1122 CLIFTON AVENUE
    CLIFTON,NJ07013
      PC PROGRAM SUPPORT 12,000
    JEWISH FEDERATIONS OF NORTH AMERICA
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004
      PC PROGRAM SUPPORT 10,647
    AMERICAN FRIENDS OF THE JORDAN RIVER VILLAGE
    244 MADISON AVENUE
    NEW YORK,NY10003
      PC PROGRAM SUPPORT 10,000
    BRIS AVROHOM CENTER
    910 SALEM AVENUE
    HILLSIDE,NJ07205
      PC PROGRAM SUPPORT 10,000
    CLAL
    440 PARK AVENUE SOUTH
    NEW YORK,NY10016
      PC PROGRAM SUPPORT 10,000
    CONGREGATION ETZ CHAIM
    1 LAFAYETTE DRIVE
    LIVINGSTON,NJ07039
      PC PROGRAM SUPPORT 10,000
    JCC OF CENTRAL NJ
    1391 MARTINE AVENUE
    SCOTCH PLAINS,NJ07076
      PC PROGRAM SUPPORT 10,000
    JEWISH FEDERATIONS OF NORTH AMERICA
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004
      PC PROGRAM SUPPORT 10,000
    JEWISH NATIONAL FUND
    42 EAST 69TH STREET
    NEW YORK,NY10021
      PC PROGRAM SUPPORT 10,000
    MIDDLE EAST MEDIA & RESEARCH INSTITUTE
    PO BOX 27837
    WASHINGTON,DC20038
      PC PROGRAM SUPPORT 10,000
    OHR TORAH STONE INSTITUTIONS OF ISRAEL
    49 WEST 45TH STREET SUITE 701
    NEW YORK,NY10036
      PC PROGRAM SUPPORT 10,000
    ORPHAN DISEASE PATHWAY PROJECT
    1 STATE STREET 20TH FLOOR
    HARTFORD,CT06103
      PC PROGRAM SUPPORT 10,000
    PRINCETON UNIVERSITY
    330 ALEXANDER STREET
    PRINCETON,NJ08540
      PC PROGRAM SUPPORT 10,000
    PRINCETON UNIVERSITY
    330 ALEXANDER STREET
    PRINCETON,NJ08540
      PC PROGRAM SUPPORT 10,000
    PEOPLE SERVING PEOPLE INC CHARITIES
    614 S 3RD STREET
    MINNEAPOLIS,MN55415
      PC PROGRAM SUPPORT 10,000
    TOMCHEI SHABBOS OF LAKEWOOD INC
    1507 PARKSIDE DRIVE
    LAKEWOOD,NJ08701
      PC PROGRAM SUPPORT 10,000
    JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY
    655 WESTFIELD AVENUE
    ELIZABETH,NJ07208
      PC PROGRAM SUPPORT 9,150
    VISUAL ARTS CENTER OF NJ
    68 ELM STREET
    SUMMIT,NJ07901
      PC PROGRAM SUPPORT 6,000
    BRIS AVROHOM CENTER
    910 SALEM AVENUE
    HILLSIDE,NJ07205
      PC PROGRAM SUPPORT 5,000
    HERZL CAMP ASSOCIATION
    4330 CEDAR LAKE ROAD SOUTH
    MINNEAPOLIS,MN55416
      PC PROGRAM SUPPORT 5,000
    LUBAVITCH CHEDER DAY SCHOOL
    1758 FORD PARKWAY
    SAINT PAUL,MN55116
      PC PROGRAM SUPPORT 5,000
    CHOOSE NEW JERSEY INC
    201 ROCKINGHAM ROW
    PRINCETON,NJ08540
      PC PROGRAM SUPPORT 5,000
    JEWISH FEDERATION HEART OF NJ
    230 OLD BRIDGE TURNPIKE
    SOUTH RIVER,NJ08632
      PC PROGRAM SUPPORT 5,000
    HILLEL AT UNIVERSITY OF MARYLAND
    7612 MOWATT LANE
    COLLEGE PARK,MD20740
      PC PROGRAM SUPPORT 3,600
    AMERICA-ISRAEL CULTURAL FOUNDATION
    1140 BROADWAY
    NEW YORK,NY10001
      PC PROGRAM SUPPORT 2,500
    CHAMAH
    420 LEXINGTON AVENUE SUITE 300
    NEW YORK,NY10170
      PC PROGRAM SUPPORT 2,500
    CONGREGATION ETZ CHAIM
    1 LAFAYETTE DRIVE
    LIVINGSTON,NJ07039
      PC PROGRAM SUPPORT 2,500
    JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY
    655 WESTFIELD AVENUE
    ELIZABETH,NJ07208
      PC PROGRAM SUPPORT 2,500
    TRINITAS HEALTH FOUNDATION
    225 WILLIAMSON STREET
    ELIZABETH,NJ07207
      PC PROGRAM SUPPORT 2,500
    GOLDA OCH ACADEMY
    1418 PLEASANT VALLEY WAY
    WEST ORANGE,NJ07052
      PC PROGRAM SUPPORT 1,800
    YM-YWHA OF UNION COUNTY
    501 GREEN LANE
    UNION,NJ07083
      PC PROGRAM SUPPORT 1,800
    SINAI SPECIAL NEEDS INSTITUTE
    240 FRISCH COURT
    PARAMUS,NJ07652
      PC PROGRAM SUPPORT 1,800
    TORAH ACADEMY OF MINNEAPOLIS
    2800 JOPPA AVENUE SOUTH
    ST LOUIS PARK,MN55416
      PC PROGRAM SUPPORT 1,800
    CONGREGATION BEIS YISROEL
    2835 SALEM AVENUE
    ST LOUIS PARK,MN55416
      PC PROGRAM SUPPORT 1,000
    CONGREGATION BEIS YISROEL
    2835 SALEM AVENUE
    ST LOUIS PARK,MN55416
      PC PROGRAM SUPPORT 1,000
    DYSAUTONOMIA FOUNDATION
    315 WEST 39TH STREET ROOM 701
    NEW YORK,NY10018
      PC PROGRAM SUPPORT 1,000
    JUDAIC RESEARCH INSTITUTE
    747 LIVINGSTON ROAD
    ELIZABETH,NJ07208
      PC PROGRAM SUPPORT 1,000
    LISA B FISHMAN FOUNDATION
    11 WEDGEWOOD DRIVE
    MONTVILLE,NJ07045
      PC PROGRAM SUPPORT 1,000
    MINNEAPOLIS JEWISH DAY SCHOOL
    4330 CEDAR LAKE ROAD
    MINNEAPOLIS,MN55416
      PC PROGRAM SUPPORT 1,000
    NCSEJ
    1120 20TH STREET NW SUITE 300N
    WASHINGTON,DC20036
      PC PROGRAM SUPPORT 1,000
    Total .................................bullet 3a 8,800,597
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2,491  
    4 Dividends and interest from securities....     14 4,140,788  
    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.....     14 411  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 22,234,976  
    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 26,378,666 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    26,378,666
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    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
    2020
    Name of the organization
    THE Z S & M WILF FOUNDATION INC
     
    Employer identification number

    22-3553441
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE Z S & M WILF FOUNDATION INC
     
    Employer identification number
    22-3553441
    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
    ELIZABETH WILF
    820 MORRIS TURNPIKE
     
    SHORT HILLS, NJ07078

    $ 3,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    ELIZABETH WILF
    820 MORRIS TURNPIKE
     
    SHORT HILLS, NJ07078

    $ 2,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    ELIZABETH WILF
    820 MORRIS TURNPIKE
     
    SHORT HILLS, NJ07078

    $ 798,354


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE Z S & M WILF FOUNDATION INC
     
    Employer identification number

    22-3553441
    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
    3
    PUBLICLY TRADED SECURITIES $ 798,354 2020-02-04
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE Z S & M WILF FOUNDATION INC
     
    Employer identification number

    22-3553441
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE Z S & M WILF FOUNDATION INC
    EIN:
    22-3553441
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,625 8,625   0

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    THE Z S & M WILF FOUNDATION INC
    EIN:
    22-3553441
    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 2020 InvestmentsCorpBondsSchedule
    Name:
    THE Z S & M WILF FOUNDATION INC
    EIN:
    22-3553441
    Name of Bond End of Year Book Value End of Year Fair Market Value
    21ST CENTURY FOX AMERICA 3.7 25 273,880 270,258
    3M COMPANY 3.00 25 264,110 277,470
    AETNA 3.5 24 521,540 548,785
    AFLAC 3.625 23 785,881 808,650
    AID-ISRAEL 0 23 55,608 147,597
    ALLSTATE CORP 3.28 26 269,375 285,400
    ALLY FINANCIAL / GEN MOTORS 8 31 257,422 355,678
    ALTRIA GROUP 2.85 22 254,065 259,620
    ALTRIA GROUP 4.75 21 268,863 253,602
    AMAZON.COM INC 3.15 27 268,848 569,280
    AMAZON.COM INC 5.2 25 562,130 303,360
    AMERICAN EXPRESS CO 3.625 24 516,476 554,820
    AMERICAN INTL GROUP 3.9 26 273,955 285,072
    ANHEUSER BUSCH 4 .75 2029 309,733 308,725
    ANHEUSER BUSCH 4 2028 284,100 294,740
    ANHEUSER-BUSCH 3.65 26 265,880 283,182
    ANTHEM INC 2.875 2029 269,116 277,940
    ANTHEM INC 3.65 27 269,068 288,292
    APPLE 2.4 23 91,156 104,896
    APPLE 3.85 43 84,410 126,340
    APPLE INC 3.25 26 260,397 280,552
    APPLE INC 3.35 27 264,429 285,195
    AT&T 4.125 26 271,915 289,318
    BANK OF NY MELLON 3 28 280,887 282,425
    BANK OF NY MELLON 3 4.625 49 1,053,755 1,060,000
    BANK OF NY MELLON 3.55 21 264,598 255,293
    BANK OF NY MELLON 3.65 24 269,205 274,115
    BANK OF NY MELLON CORP 3.25 27 262,900 281,542
    BANK OF NY MELLON CORP VAR% 28 269,750 285,465
    BERKSHIRE HATHAWAY 3 23 250,378 263,742
    BERKSHIRE HATHAWAY 3.125 26 280,475 279,328
    BERKSHIRE HATHAWAY 3.125 26 266,035 279,327
    BERKSHIRE HATHAWAY 3.75 21 266,512 255,327
    BOEING 6.875 134,805 136,298
    BOSTON PROPERTIES 4.125 21 243,206 251,035
    BRISTOL MYERS SQUIBB 3.25 23 263,197 271,070
    BRISTOL MYERS SQUIBB 3.25 27 529,863 565,180
    CAMPBELL'S SOUP 2.5 22 256,338 258,335
    CANADIAN PACIFIC 4.45 23 260,817 268,918
    CAPITAL ONE FINCL CO 250,000 260,000
    CATERPILLAR 2.6 22 258,091 257,005
    CATERPILLAR INC 2.6 29 257,280 276,210
    CATERPILLAR INC 3.4 24 264,897 272,553
    CBS 3.375 22 265,192 256,350
    CBS CORP 4.00 26 274,301 286,125
    CIGNA 4 22 531,185 513,715
    CIGNA 4.375 28 281,420 302,173
    CITIGROUP INC 4 80 2,815,317 2,822,188
    CITIGROUP INC 4.4 25 267,726 285,828
    CITIGROUP INC 4.45 27 536,514 591,070
    CLOROX 3.8 21 538,950 515,195
    COCA COLA 2.5 23 260,202 262,630
    COCA-COLA CO 2.55 26 259,813 273,945
    COLGATE PALMOLIVE 3.25 24 251,950 272,598
    COMCAST CORP 3.3 27 262,680 282,045
    COMCAST CORP 3.375 25 270,608 276,405
    CONOCOPHILLIPS COMPANY 4.95 26 287,116 300,172
    CVS CAREMARK 4.125 21 260,557 250,495
    ESTEE LAUDER 2.35 22 508,412 516,640
    EXXON MOBIL CORPORATION 3.043 26 257,907 276,995
    FEDEX 2.7 23 254,278 262,335
    FEDEX 3.2 25 251,652 274,360
    FIFTH THIRD BANCORP 3.349 49 2,691,622 2,626,250
    GENERAL MILLS 3.15 21 524,769 509,640
    GENERAL MTRS FINCL CO INC 965,095 1,040,000
    GOLDMAN SACHS 3.25 22 253,925 253,637
    GOLDMAN SACHS 3.5 25 261,904 275,915
    GOLDMAN SACHS 3.8 30 295,563 294,165
    GOLDMAN SACHS 3.85 24 263,100 276,418
    HALLIBURTON 3.5 23 256,900 267,125
    HOME DEPOT 4.4 21 528,932 500,000
    HOME DEPOT INC 3.35 25 266,945 281,524
    HONEYWELL INTL 3.35 23 268,440 272,233
    HUMANA INC 3.95 27 532,323 575,435
    INGERSOLL RAND 4.25 23 282,449 272,725
    INTEL 2.7 22 253,520 261,825
    INTEL CORP 3.15 27 257,577 282,180
    INTEL CORP 3.7 25 284,168 282,882
    INTERNATIONAL PAPER CO 3.8 26 268,378 283,255
    JOHNSON & JOHNSON 3.375 23 271,932 273,203
    JP MORGAN CHASE 3.5 26 272,450 279,590
    JP MORGAN CHASE 3.875 24 267,275 275,110
    JP MORGAN CHASE 4.6 50 6,866,335 7,356,563
    JP MORGAN CHASE 4.86 49 1,896,032 1,964,880
    JP MORGAN CHASE 4.86 49 4,994,211 4,983,550
    KIMBERLY-CLARK 2.4 22 258,675 256,185
    KIMBERLY-CLARK 3.875 21 269,078 251,335
    LOCKHEED MARTIN 3.35 21 143,469 136,815
    LOCKHEED MARTIN 3.55 26 277,523 283,975
    LOWE'S COMPANIES 3.75 21 247,220 250,610
    MCDONALDS 3.25 24 263,703 273,313
    MCDONALDS 3.375 25 265,044 277,643
    MCDONALDS CORP 3.7 26 271,783 284,773
    MCKESSON CORP 3.796 24 272,350 274,395
    MCKESSON CORP 3.95 28 267,420 291,407
    MERCK & CO INC 2.75 25 257,015 271,580
    MERCK 2.4 22 254,074 258,440
    METLIFE 3.6 24 268,545 274,770
    METLIFE INC 3 25 259,527 274,635
    METLIFE INC 4.75 250,000 272,000
    MICROSOFT CORP 3.125 25 533,979 558,970
    MICROSOFT CORP 3.300 27 263,578 285,265
    MONSANTO CO 5.5 25 301,172 288,465
    MORGAN STANLEY 1,945,005 1,985,600
    NEWELL RUBBERMAID 4 24 262,899 265,000
    NORFOLK SOUTHERN 3 22 263,160 256,662
    NORFOLK SOUTHERN 7.05 37 127,375 148,667
    NORTHERN TRUST CORP 3.65 28 273,850 292,657
    ORACLE CORP 2.95 25 262,062 274,565
    PEPSICO 2.85 26 257,724 276,798
    PEPSICO 3. 27 283,943 282,010
    PEPSICO INC 3 27 268,188 282,010
    PETROBRAS GLOBAL FINANCE 1,100,005 1,242,500
    PFIZER 3 23 258,257 266,423
    PFIZER 3.45 29 296,165 292,193
    PFIZER INC 3.00 26 257,555 282,330
    PFIZER INC 3.4 24 280,408 274,727
    PHILIP MORRIS 2.5 22 257,460 259,093
    PNC BANK 3.25 28 268,745 285,247
    PRUDENTIAL FINANCIAL INC 3.878 28 554,457 587,910
    PSEG POWER LLC 4.3 23 262,630 272,770
    QUEST DIAGNOSTICS INC 3.5 25 529,445 555,855
    SCHWAB CHARLES CORP NEW 2,312,218 2,326,025
    SOUTHERN CO 3.25 26 249,516 280,445
    SOUTHERN CO4.2 60 500,000 538,400
    SOUTHERN POWER CO 4.15 25 268,484 286,755
    STARBUCKS CORP 3.5 28 276,175 286,542
    STARBUCKS CORP 3.5 28 271,945 286,542
    STARBUCKS CORP 3.5 29 293,697 290,925
    STATE STREET CORP 2.65 26 254,383 275,042
    STATE STREET CORP 3.30 24 254,880 277,397
    SYSCO CORP 3.75 25 272,740 280,675
    TARGET CORP 3.5 24 268,075 276,754
    THOMSON REUTERS 3.35 26 251,857 280,450
    THOMSON REUTERS 3.85 24 266,738 274,527
    TIME WARNER INC 3.875 26 261,600 272,430
    UNION PACIFIC 2.95 23 266,992 261,308
    UNITED HEALTH GROUP 3.375 21 274,483 254,617
    UNITED HEALTH GROUP INC 3.75 25 281,848 284,835
    UNITEDHEALTH GROUP INC 3.45 27 267,602 286,245
    US BANCORP 3.10 26 513,907 556,470
    US BANCORP 3.75 26 500,000 504,600
    VENTAS REALTY 3.5 25 257,591 275,325
    VENTAS REALTY LP 3.85 27 268,552 279,785
    VERIZON COMMUNICATIONS 3.376 25 263,525 277,660
    VERIZON COMMUNICATIONS 4.016 29 298,375 297,273
    VERIZON COMMUNICATIONS 5.15 23 277,722 281,710
    VERIZON COMMUNICATIONS 6.4 33 111,180 141,944
    VIACOM 3.875 24 259,387 273,288
    VISA INC 3.15 25 533,240 560,925
    VODAFONE GROUP INC 2.950 23 255,270 262,833
    WALGREENS BOOTS ALLIANCE 3.45 26 251,716 276,500
    WALMART 3.3 24 533,607 544,945
    WALMART 3.7 28 297,037 294,463
    WALMART INC 3.25 29 273,425 290,955
    WALMART INC 3.55 25 269,910 283,090
    WALT DISNEY 2.55 22 260,700 256,087
    WALT DISNEY COMPANY 3.0 26 529,813 555,220
    WELLS FARGO & COMPANY 4.30 27 271,307 292,945
    WELLS FARGO 3.45 23 251,070 264,937
    WELLS FARGO 4.48 24 264,725 278,050
    WHIRLPOOL 4.85 21 540,000 509,765

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE Z S & M WILF FOUNDATION INC
    EIN:
    22-3553441
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADVERUM BIOTECHNOLOGIES INC 2,740,969 2,448,723
    ALEXANDRIA REAL ESTATE EQTS 517,055 534,660
    ALPHABET INC 1,263,783 1,751,880
    AMAZON INC 917,491 1,628,465
    AMAZON INC 1,430,159 6,188,167
    AMERICAN EXPRESS CO 2,964,380 3,017,447
    AMERICAN EXPRESS CO 3,412,505 3,406,795
    APPLE INC 366,460 3,449,940
    APPLE INC 885,142 8,332,932
    ARCHER DANIELS MIDLAND 566,777 675,444
    AT&T INC 5 PFD SERIES A 500,000 542,800
    AVALON BAY COMM REIT 4,045,064 3,944,172
    BANK OF AMERICA CORP 5.375 PFD 250,000 273,100
    BRISTOL MEYERS SQUIBB 258,600 310,150
    CITI GROUP SER J 7.125 PFD 500,000 568,800
    CITIGROUP 4,102,885 4,157,500
    COCA COLA 196,077 329,040
    ELI LILLY 261,633 962,388
    ENERGY TRANSFER OPER LP 7,812,947 8,179,500
    ESSEX PROPERTY TRUST REIT 196,680 712,260
    FIRST REPUBLIC BANK 4.7 PFD 250,000 264,900
    FIRST REPUBLIC BANK 5.125 PFD 250,000 269,800
    GOLDMAN SACHS CAPITAL II 940,005 982,500
    GOLDMAN SACHS CAPITAL II 1,897,505 1,965,000
    ILLUMINA INC 714,658 740,000
    ILLUMINA INC COM 954,998 1,295,000
    INTEL 450,404 895,515
    IVERIC BIO INC 526,980 552,800
    JBG SMITH PROPERTIES 184,545 218,890
    JBG SMITH PROPERTIES 1,807,251 2,143,621
    JOHNSON CONTROLS INTER 695,501 931,800
    JP MORGAN CHASE & CO 3,040,005 3,143,808
    LOWE'S COMPANIES INC 165,840 1,765,610
    MICROSOFT CORP 572,567 1,112,100
    MICROSOFT CORP 1,048,800 1,112,100
    MONDELEZ INTERNATIONAL 129,572 344,973
    NOVARTIS 337,781 472,150
    ORACLE 684,600 1,293,800
    PAYPAL 589,505 702,600
    PFIZER INC 182,044 184,050
    TESLA INC 482,828 1,764,175
    VERIZON COMMUNUCATIONS 110,713 135,184
    VIACOMCBSINC 380,235 931,500
    VIATRIS INC 9,581 11,618
    VORNADO REALTY TRUST 4,787,919 3,252,463
    VORNADO REALTY TRUST SER M 5.25 125,000 131,800
    WALMART STORES 1,633,125 2,018,100
    WALMART STORES 697,368 1,441,500
    WALT DISNEY CO 48,518 175,745
    WELLS FARGO 5.85 PFD 500,000 537,000

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE Z S & M WILF FOUNDATION INC
    EIN:
    22-3553441
    US Government Securities - End of Year Book Value:

    1,513,451
    US Government Securities - End of Year Fair Market Value:

    1,746,052
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE Z S & M WILF FOUNDATION INC
    EIN:
    22-3553441
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MERRILL LYNCH CMA FUND AT COST 5,620,473 5,620,473

    TY 2020 OtherExpensesSchedule
    Name:
    THE Z S & M WILF FOUNDATION INC
    EIN:
    22-3553441
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER INVESTMENT EXPENSES 3,027 3,027   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE Z S & M WILF FOUNDATION INC
    EIN:
    22-3553441
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 411 411 411


    TY 2020 TaxesSchedule
    Name:
    THE Z S & M WILF FOUNDATION INC
    EIN:
    22-3553441
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 49,960 0   0