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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$176,409,468
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,500,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,403 1,403  
4 Dividends and interest from securities... 4,910,677 4,910,677  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,164,941
b Gross sales price for all assets on line 6a 17,150,283
7 Capital gain net income (from Part IV, line 2)... 1,164,941
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)....... 4,970 4,970  
12 Total. Add lines 1 through 11........ 8,581,991 6,081,991  
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)....... 4,750 4,750   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 643,306 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 540 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 648,596 4,750   0
25 Contributions, gifts, grants paid....... 9,587,810 9,587,810
26 Total expenses and disbursements. Add lines 24 and 25 10,236,406 4,750   9,587,810
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,654,415
b Net investment income (if negative, enter -0-) 6,077,241
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 3,157,578 9,955,825 9,955,825
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) 1,513,452 Click to see attachment1,035,025 1,198,999
b Investments—corporate stock (attach schedule)....... 57,386,451 Click to see attachment57,540,323 95,288,029
c Investments—corporate bonds (attach schedule)....... 72,093,762 Click to see attachment66,291,452 66,671,939
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,620,473 Click to see attachment3,294,676 3,294,676
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) 139,771,716 138,117,301 176,409,468
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........... 139,771,716 138,117,301
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)..... 139,771,716 138,117,301
30 Total liabilities and net assets/fund balances (see instructions). 139,771,716 138,117,301
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
139,771,716
2
Enter amount from Part I, line 27a .....................
2
-1,654,415
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
138,117,301
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
138,117,301
Form 990-PF (2021)
Form 990-PF (2021)
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 17,150,283   15,985,342 1,164,941
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       1,164,941
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 1,164,941
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 84,474
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 84,474
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 369,643
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 302,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 672,143
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 10 587,669
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet587,669 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    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? .............
    5a(5)
     
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    167,145,652
    b
    Average of monthly cash balances.......................
    1b
    3,544,483
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    170,690,135
    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
    170,690,135
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,560,352
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    168,129,783
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    8,406,489
    Part X
    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 IX, line 6..................
    1
    8,406,489
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    84,474
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    84,474
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    8,322,015
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    8,322,015
    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 XII, line 1 ...
    7
    8,322,015
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 8,322,015
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 4,217,251
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 9,587,810
    a Applied to 2020, but not more than line 2a 4,217,251
    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 2021 distributable amount..... 5,370,559
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    2,951,456
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    YESHIVA UNIVERSITY
    500 WEST 185TH STREET
    NEW YORK,NY10033
      PC PROGRAM SUPPORT 1,612,500
    VANDERBILT UNIVERSITY
    2201 WEST END AVENUE
    NASHVILLE,TN37240
      PC PROGRAM SUPPORT 1,000,000
    UNIVERSITY OF PENNSYLVANIA
    221 KIRKLAND HALL
    PHILADELPHIA,PA19104
      PC PROGRAM SUPPORT 1,000,000
    NEW YORK UNIVERSITY SCHOOL OF LAW
    2929 WALNUT STREET SUITE 300
    NEW YORK,NY10011
      PC PROGRAM SUPPORT 500,000
    JAFI
    22 WASHINGTON SQUARE NORTH 2ND
    FLOOR
    NEW YORK,NY100176706
      PC PROGRAM SUPPORT 500,000
    THE UCLA FOUNDATION
    633 THIRD AVE NO 2100
    NEW YORK,NY900246506
      PC PROGRAM SUPPORT 250,000
    PGA TOUR FIRST TEE FOUNDATION
    10920 WILSHIRE BLVD STE 900
    LOS ANGELES,CA32082
      PC PROGRAM SUPPORT 250,000
    VANDERBILT UNIVERSITY
    13000 SAWGRASS VILLAGE CIRCLE
    PONTE VEDRA BEACH,FL37240
      PC PROGRAM SUPPORT 250,000
    SECURE COMMUNITY NETWORK
    2201 WEST END AVENUE
    NASHVILLE,TN100041010
      PC PROGRAM SUPPORT 250,000
    RABBINICAL COLLEGE OF AMERICA
    221 KIRKLAND HALL
    MORRISTOWN,NJ079621996
      PC PROGRAM SUPPORT 250,000
    FACING HISTORY AND OURSELVES INC
    150 BROADWAY SUITE 2100
    NEW YORK,NY10038
      PC PROGRAM SUPPORT 200,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
    220 EAST 42ND STREET SUITE 400
    NEW YORK,NY10017
      PC PROGRAM SUPPORT 200,000
    JAFI
    633 THIRD AVE NO 2100
    NEW YORK,NY100176706
      PC PROGRAM SUPPORT 150,000
    RUTGERS UNIVERSITY FOUNDATION
    335 GEORGE STREET LIBERTY PLAZA
    SUITE 400
    NEW BRUNSWICK,NJ08901
      PC PROGRAM SUPPORT 150,000
    BRENNAN CENTER FOR JUSTICE
    120 BROADWAY SUITE 1720
    NEW YORK,NY102710002
      PC PROGRAM SUPPORT 100,000
    PALM BEACH ORTHODOX SYNAGOGUE
    120 NORTH COUNTY ROAD
    PALM BEACH,FL334803917
      PC PROGRAM SUPPORT 100,000
    PGA TOUR FIRST TEE FOUNDATION
    13000 SAWGRASS VILLAGE CIRCLE
    PONTE VEDRA BEACH,FL32082
      PC PROGRAM SUPPORT 100,000
    TEACH FOR AMERICA
    315 WEST 36TH STREET
    NEW YORK,NY100186624
      PC PROGRAM SUPPORT 100,000
    TEACH FOR AMERICA
    315 WEST 36TH STREET
    NEW YORK,NY100186624
      PC PROGRAM SUPPORT 100,000
    NAACP LEGAL DEFENSE AND EDUCATIONAL FUND
    40 RECTOR STREET 5TH FLOOR
    NEW YORK,NY100061738
      PC PROGRAM SUPPORT 100,000
    YESHIVA UNIVERSITY
    500 WEST 185TH STREET
    NEW YORK,NY10033
      PC PROGRAM SUPPORT 100,000
    RUTGERS HILLEL
    70 COLLEGE AVENUE PO BOX 11362
    NEW BRUNSWICK,NJ08906
      PC PROGRAM SUPPORT 100,000
    RUTGERS HILLEL
    70 COLLEGE AVENUE PO BOX 11362
    NEW BRUNSWICK,NJ08906
      PC PROGRAM SUPPORT 100,000
    CONNECTICUT PUBLIC
    1049 ASYLUM AVENUE
    HARTFORD,CT06105
      PC PROGRAM SUPPORT 100,000
    VISUAL ARTS CENTER OF NJ
    68 ELM STREET
    SUMMIT,NJ07901
      PC PROGRAM SUPPORT 100,000
    RUTGERS UNIVERSITY FOUNDATION
    335 GEORGE STREET LIBERTY PLAZA
    SUITE 400
    NEW BRUNSWICK,NJ08901
      PC PROGRAM SUPPORT 90,000
    JEWISH FEDERATIONS OF NORTH AMERICA
    25 BROADWAY SUITE 1700
    NEW BRUNSWICK,NJ100041010
      PC PROGRAM SUPPORT 85,000
    AMERICAN ISRAEL EDUCATION FOUNDATION
    251 H STREET NW
    WASHINGTON,DC20001
      PC PROGRAM SUPPORT 75,000
    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
    CALIFORNIA INSTITUTE OF TECHNOLOGY
    1200 EAST CALIFORNIA BLVD MC 123-15
    PASADENA,CA911250001
      PC PROGRAM SUPPORT 50,000
    CATHOLIC CHARITIES OF ST PAUL & MINNEAPOLIS
    1200 SECOND AVENUE SOUTH
    MINNEAPOLIS,MN554032513
      PC PROGRAM SUPPORT 50,000
    UJA-FEDERATION OF NEW YORK
    130 EAST 59TH STREET
    NEW YORK,NY10022
      PC PROGRAM SUPPORT 50,000
    FRIENDS OF UNITED HATZALAH
    208 EAST 51ST STREET
    NEW YORK,NY10022
      PC PROGRAM SUPPORT 50,000
    GREATER NEWARK CONSERVANCY INC
    32 PRINCE ST
    NEWARK,NJ071033005
      PC PROGRAM SUPPORT 50,000
    JTA-MJL NEW CORP
    520 EIGHTH AVENUE 4TH FLOOR
    NEW YORK,NY10018
      PC PROGRAM SUPPORT 50,000
    VISUAL ARTS CENTER OF NJ
    68 ELM STREET
    SUMMIT,NJ07901
      PC PROGRAM SUPPORT 50,000
    HILLEL INTERNATIONAL
    800 8TH STREET NW
    WASHINGTON,DC20001
      PC PROGRAM SUPPORT 50,000
    AMERICAN FRIENDS OF OR NATIONAL MISSIONS
    36 W 44TH STREET SUITE 1412
    NEW YORK,NY100368102
      PC PROGRAM SUPPORT 50,000
    JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY
    655 WESTFIELD AVENUE
    ELIZABETH,NJ07208
      PC PROGRAM SUPPORT 40,000
    STRUGGLE TO SAVE ETHIOPIAN JEWRY
    459 COLUMBUS AVENUE SUITE 316
    NEW YORK,NY10024
      PC PROGRAM SUPPORT 36,000
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVE 9TH FL
    NEW YORK,NY101580180
      PC PROGRAM SUPPORT 36,000
    RUTGERS HILLEL
    70 COLLEGE AVENUE PO BOX 11362
    NEW BRUNSWICK,NJ08906
      PC PROGRAM SUPPORT 36,000
    ROOTS & WINGS FOUNDATION
    75 BLOOMFIELD AVENUE SUITE 303
    DENVILLE,NJ078342735
      PC PROGRAM SUPPORT 35,000
    JEWISH EDUCATIONAL CENTER
    330 ELMORA AVENUE
    ELIZABETH,NJ07208
      PC PROGRAM SUPPORT 30,000
    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
    NEW YORK UNIVERSITY SCHOOL OF LAW
    22 WASHINGTON SQUARE NORTH 2ND
    FLOOR
    NEW YORK,NY10128
      PC PROGRAM SUPPORT 25,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
    220 EAST 42ND STREET SUITE 400
    NEW YORK,NY10017
      PC PROGRAM SUPPORT 25,000
    JEWISH FEDERATIONS OF NORTH AMERICA
    25 BROADWAY SUITE 1700
    NEW BRUNSWICK,NJ100041010
      PC PROGRAM SUPPORT 25,000
    JEWISH FEDERATIONS OF NORTH AMERICA
    25 BROADWAY SUITE 1700
    NEW BRUNSWICK,NJ100041010
      PC PROGRAM SUPPORT 25,000
    JEWISH FEDERATIONS OF NORTH AMERICA
    25 BROADWAY SUITE 1700
    NEW BRUNSWICK,NJ100041010
      PC PROGRAM SUPPORT 25,000
    PRIZMAH CENTER FOR JEWISH DAY SCHOOLS
    254 WEST 54TH STREET 11TH FLOOR
    NEW YORK,NY100195516
      PC PROGRAM SUPPORT 25,000
    GREATER NEWARK CONSERVANCY INC
    32 PRINCE ST
    NEWARK,NJ071033005
      PC PROGRAM SUPPORT 25,000
    AMERICAN ZIONIST MOVEMENT
    40 WALL STREET 7TH FLOOR
    NEW YORK,NY100051387
      PC PROGRAM SUPPORT 25,000
    SELFHELP COMMUNITY SERVICES
    520 EIGHTH AVENUE
    NEW YORK,NY10018
      PC PROGRAM SUPPORT 25,000
    COUNCIL ON FOREIGN RELATIONS
    58 E 68TH STREET
    NEW YORK,NY100655953
      PC PROGRAM SUPPORT 25,000
    RUTGERS HILLEL
    70 COLLEGE AVENUE PO BOX 11362
    NEW BRUNSWICK,NJ08906
      PC PROGRAM SUPPORT 25,000
    LIMMUD FSU INTERNATIONAL FOUNDATION
    80 CENTRAL PARK WEST APT 2D
    NEW YORK,NY100235204
      PC PROGRAM SUPPORT 25,000
    BNAI BRITH YOUTH ORGANIZATION INC
    800 8TH STREET NW
    WASHINGTON,DC200013724
      PC PROGRAM SUPPORT 25,000
    NEWARK ACADEMY
    91 SOUTH ORANGE AVENUE
    LIVINGSTON,NJ07039
      PC PROGRAM SUPPORT 25,000
    FRIENDS OF THE ISRAEL FOOTBALL LEAGUE
    85 CRESTON AVENUE
    TENAFLY,NJ07670
      PC PROGRAM SUPPORT 25,000
    FRIENDS OF THE ISRAEL FOOTBALL LEAGUE
    85 CRESTON AVENUE
    TENAFLY,NJ07670
      PC PROGRAM SUPPORT 25,000
    PRINCETON UNIVERSITY
    100 OVERLOOK CENTER SUITE 300
    PRINCETON,NJ08540
      PC PROGRAM SUPPORT 25,000
    WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
    101 SOUTH INDEPENDENCE MALL EAST
    PHILADELPHIA,PA19106
      PC PROGRAM SUPPORT 20,000
    MINNESOTA HILLEL
    1521 UNIVERSITY AVE SE
    MINNEAPOLIS,MN554142021
      PC PROGRAM SUPPORT 20,000
    PRINCETON UNIVERSITY
    100 OVERLOOK CENTER SUITE 300
    PRINCETON,NJ08540
      PC PROGRAM SUPPORT 20,000
    CONGREGATION ETZ CHAIM
    1 LAFAYETTE DRIVE
    LIVINGSTON,NJ07039
      PC PROGRAM SUPPORT 18,000
    NEWARK ACADEMY
    91 SOUTH ORANGE AVENUE
    LIVINGSTON,NJ07039
      PC PROGRAM SUPPORT 18,000
    JCC OF CENTRAL NJ
    1391 MARTINE AVENUE
    SCOTCH PLAINS,NJ07076
      PC PROGRAM SUPPORT 15,000
    LUBAVITCH CHEDER DAY SCHOOL
    1758 FORD PKWY
    SAINT PAUL,MN551162120
      PC PROGRAM SUPPORT 15,000
    YM-YWHA OF UNION COUNTY
    501 GREEN LANE
    UNION,NJ07083
      PC PROGRAM SUPPORT 15,000
    CONFERENCE OF PRESIDENTS
    633 THIRD AVENUE 21ST FLOOR
    NEW YORK,NY100178157
      PC PROGRAM SUPPORT 15,000
    MINNEAPOLIS JEWISH FEDERATION
    111 CHESHIRE LANE SUITE 50
    MINNETONKA,MN55305
      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 COMMUNITY RELATIONS COUNCIL OF NY
    225 W 34TH STREET SUITE 1607
    NEW YORK,NY101221693
      PC PROGRAM SUPPORT 10,360
    CONGREGATION ETZ CHAIM
    1 LAFAYETTE DRIVE
    LIVINGSTON,NJ07039
      PC PROGRAM SUPPORT 10,000
    UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM
    120 BROADWAY STE 1540
    NEW YORK,NY102710032
      PC PROGRAM SUPPORT 10,000
    JCC OF CENTRAL NJ
    1391 MARTINE AVENUE
    SCOTCH PLAINS,NJ07076
      PC PROGRAM SUPPORT 10,000
    LUBAVITCH CHEDER DAY SCHOOL
    1758 FORD PKWY
    SAINT PAUL,MN551162120
      PC PROGRAM SUPPORT 10,000
    AMERICAN FRIENDS OF THE JORDAN RIVER VILLAGE
    244 MADISON AVENUE
    NEW YORK,NY10003
      PC PROGRAM SUPPORT 10,000
    JEWISH FEDERATIONS OF NORTH AMERICA
    25 BROADWAY SUITE 1700
    NEW YORK,NY100041010
      PC PROGRAM SUPPORT 10,000
    MUSEUM OF JEWISH HERITAGE
    36 BATTERY PLACE
    NEW YORK,NY10280
      PC PROGRAM SUPPORT 10,000
    JEWISH NATIONAL FUND
    42 EAST 69TH STREET
    NEW YORK,NY100215093
      PC PROGRAM SUPPORT 10,000
    CLAL
    440 PARK AVENUE SOUTH
    NEW YORK,NY10016
      PC PROGRAM SUPPORT 10,000
    OHR TORAH STONE INSTITUTIONS OF ISRAEL
    49 WEST 45TH STREET SUITE 701
    NEW YORK,NY100364603
      PC PROGRAM SUPPORT 10,000
    AMERICANS FOR OXFORD
    500 FIFTH AVENUE 32ND FLOOR
    NEW YORK,NY101103299
      PC PROGRAM SUPPORT 10,000
    BRIS AVROHOM CENTER
    910 SALEM AVENUE
    HILLSIDE,NJ07205
      PC PROGRAM SUPPORT 10,000
    PRINCETON UNIVERSITY
    100 OVERLOOK CENTER SUITE 300
    PRINCETON,NJ08540
      PC PROGRAM SUPPORT 10,000
    PRINCETON UNIVERSITY
    100 OVERLOOK CENTER SUITE 300
    PRINCETON,NJ08540
      PC PROGRAM SUPPORT 10,000
    MIDDLE EAST MEDIA & RESEARCH INSTITUTE
    PO BOX 27837
    WASHINGTON,DC20038
      PC PROGRAM SUPPORT 10,000
    NORTHSIDE BOXING CLUB
    1704 N 33RD AVE
    MINNEAPOLIS,MN55412
      PC PROGRAM SUPPORT 10,000
    JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY
    655 WESTFIELD AVENUE
    ELIZABETH,NJ07208
      PC PROGRAM SUPPORT 9,150
    CENTRAL EUROPE CENTER FOR RESEARCH & DOCUMENTATION
    1141 LOXFORD TERRACE
    SILVER SPRING,MD20901
      PC PROGRAM SUPPORT 7,000
    VISUAL ARTS CENTER OF NJ
    68 ELM STREET
    SUMMIT,NJ07901
      PC PROGRAM SUPPORT 6,000
    JCC OF CENTRAL NJ
    1391 MARTINE AVENUE
    SCOTCH PLAINS,NJ07076
      PC PROGRAM SUPPORT 5,000
    JEWISH FEDERATION HEART OF NJ
    230 OLD BRIDGE TURNPIKE
    SOUTH RIVER,NJ08882
      PC PROGRAM SUPPORT 5,000
    FOLKSBIENE YIDDISH THEATRE
    36 BATTERY PLACE
    NEW YORK,NY10280
      PC PROGRAM SUPPORT 5,000
    HERZL CAMP ASSOCIATION
    4330 CEDAR LAKE RD S
    MINNEAPOLIS,MN554163700
      PC PROGRAM SUPPORT 5,000
    BRIS AVROHOM CENTER
    910 SALEM AVENUE
    HILLSIDE,NJ07205
      PC PROGRAM SUPPORT 5,000
    CONGREGATION ETZ CHAIM
    1 LAFAYETTE DRIVE
    LIVINGSTON,NJ07039
      PC PROGRAM SUPPORT 3,600
    CONGREGATION ETZ CHAIM
    1 LAFAYETTE DRIVE
    LIVINGSTON,NJ07039
      PC PROGRAM SUPPORT 2,500
    CHAMAH
    420 LEXINGTON AVENUE SUITE 300
    NEW YORK,NY10170
      PC PROGRAM SUPPORT 2,500
    JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY
    655 WESTFIELD AVENUE
    ELIZABETH,NJ07208
      PC PROGRAM SUPPORT 2,500
    UNION COUNTY TORAH CENTER INC
    111 LAUREL PLACE
    WESTFIELD,NJ07090
      PC PROGRAM SUPPORT 1,800
    TORAH ACADEMY OF MINNEAPOLIS
    2800 JOPPA AVENUE SOUTH
    ST LOUIS PARK,MN55416
      PC PROGRAM SUPPORT 1,800
    YM-YWHA OF UNION COUNTY
    501 GREEN LANE
    UNION,NJ07083
      PC PROGRAM SUPPORT 1,800
    MEMORIAL SLOAN KETTERING CANCER CENTER
    885 2ND AVENUE 7TH FLOOR
    NEW YORK,NY10021
      PC PROGRAM SUPPORT 1,800
    LISA B FISHMAN FOUNDATION
    11 WEDGEWOOD DRIVE
    MONTVILLE,NJ07045
      PC PROGRAM SUPPORT 1,000
    NCSEJ
    1120 20TH STREET NW SUITE 300N
    WASHINGTON,DC20036
      PC PROGRAM SUPPORT 1,000
    FOUNDATION FOR JEWISH BROADCASTING INC
    14164 73RD TER
    FLUSHING,NY113672334
      PC PROGRAM SUPPORT 1,000
    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
    YM-YWHA OF UNION COUNTY
    501 GREEN LANE
    UNION,NJ07083
      PC PROGRAM SUPPORT 1,000
    FRIENDS OF THE ISRAEL FOOTBALL LEAGUE
    85 CRESTON AVENUE
    TENAFLY,NJ07670
      PC PROGRAM SUPPORT 1,000
    JEWISH EDUCATIONAL CENTER
    330 ELMORA AVENUE
    ELIZABETH,NJ07208
      PC PROGRAM SUPPORT 500
    Total .................................bullet 3a 9,587,810
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 1,403  
    4 Dividends and interest from securities ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 1,164,941  
    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 6,081,991 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,081,991
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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

    $ 2,500,000


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

    $  


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

    $  


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

    $  


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

    $  


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    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
     
    $    
    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 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 4,750 4,750   0

    TY 2021 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 2021 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
    QUEST DIAGNOSTICS INC 3.5 25 529,445 527,905
    SOUTHERN CO4.2 60 500,000 520,000
    MORGAN STANLEY 4.25% 250,000 252,300
    JPMORGAN CHASE & CO VAR OCT 15 2030 552,689 514,235
    AID-ISRAEL 0 23 55,608 146,780
    ALLY FINANCIAL / GEN MOTORS 8 31 257,422 343,945
    WALMART 3.7 28 297,038 280,080
    JP MORGAN CHASE 4.625 500,000 522,200
    PEPSICO 3. 27 283,943 268,160
    CANADIAN PACIFIC 4.45 23 260,817 258,313
    GOLDMAN SACHS 3.8 30 295,563 275,465
    JP MORGAN CHASE 3.2 26 272,450 265,243
    BERKSHIRE HATHAWAY 3.125 26 280,475 0
    CIGNA 4.375 28 281,420 284,350
    WALT DISNEY 2.55 22 260,700 250,648
    ANHEUSER BUSCH 4 2028 284,100 278,283
    ANHEUSER BUSCH 4 .75 2029 309,733 291,220
    CAMPBELL SOUP 2.5 22 256,338 252,660
    ALTRIA GROUP 2.85 22 254,065 253,418
    ESTEE LAUDER 2.35 22 508,412 505,735
    PHILIP MORRIS 2.5 22 257,460 253,158
    UNION PACIFIC 2.95 23 266,992 254,368
    BANK OF NY MELLON 3 28 280,888 266,360
    BANK OF NY MELLON 3 4.625 49 1,053,755 1,045,000
    GENERAL MTRS FINCL CO INC 965,095 1,070,000
    PETROBRAS GLOBAL FINANCE 1,100,005 1,046,250
    CITIGROUP INC 4 80 2,815,318 2,770,625
    FIFTH THIRD BANCORP 3.349 49 2,691,623 2,739,672
    SCHWAB CHARLES CORP NEW 2,312,218 2,232,100
    KIMBERLY-CLARK 2.4 22 258,675 250,875
    NORFOLK SOUTHERN 3 22 263,160 250,433
    MERCK 2.4 22 254,074 252,193
    INTEL 2.7 22 253,520 255,173
    BERKSHIRE HATHAWAY 3 23 250,378 256,380
    VERIZON COMMUNICATIONS 4.016 29 298,375 280,533
    APPLE 2.4 23 91,156 102,385
    VERIZON COMMUNICATIONS 6.4 33 111,180 136,070
    NORFOLK SOUTHERN 7.05 37 127,375 142,238
    BOEING 6.875 134,805 138,481
    APPLE 3.85 43 84,410 117,758
    JP MORGAN CHASE 4.6 50 6,866,335 7,312,031
    JP MORGAN CHASE 4.86 49 4,994,211 4,999,948
    JP MORGAN CHASE 4.86 49 1,896,032 2,007,425
    MORGAN STANLEY 1,945,005 2,001,015
    GOLDMAN SACHS 3.25 22 253,925 250,173
    WELLS FARGO 3.45 23 251,070 257,233
    HALLIBURTON 3.5 23 256,900 258,120
    WELLS FARGO 4.48 24 264,725 265,550
    COLGATE PALMOLIVE 3.25 24 251,950 262,155
    VIACOM 3.875 24 259,387 263,273
    PFIZER 3 23 258,257 258,738
    PFIZER 3.45 29 296,165 275,353
    BRISTOL MYERS SQUIBB 3.25 23 263,197 260,910
    HONEYWELL INTL 3.35 23 268,440 261,240
    JOHNSON & JOHNSON 3.375 23 271,932 262,430
    JP MORGAN CHASE 3.875 24 267,275 264,700
    BANK OF NY MELLON 3.65 24 269,205 263,153
    WALMART 3.3 24 533,607 524,200
    MCDONALDS 3.25 24 263,703 262,740
    GOLDMAN SACHS 3.85 24 263,100 264,275
    AETNA 3.5 24 521,540 527,475
    CBS CORP 4.00 26 274,301 270,038
    CITIGROUP INC 4.4 25 267,726 272,350
    MCDONALDS 3.375 25 265,044 265,800
    MONSANTO CO 5.5 25 301,172 272,260
    MCKESSON CORP 3.796 24 272,350 262,470
    NEWELL RUBBERMAID 4 24 262,899 261,563
    ORACLE CORP 2.95 25 262,062 259,670
    VENTAS REALTY 3.5 25 257,591 263,625
    VISA INC 3.15 25 533,240 533,160
    SYSCO CORP 3.75 25 272,740 268,015
    SOUTHERN POWER CO 4.15 25 268,484 272,010
    21ST CENTURY FOX AMERICA 3.7 25 273,880 263,503
    AMERICAN EXPRESS CO 3.625 24 516,476 534,350
    AT&T 4.125 26 271,915 272,815
    BERKSHIRE HATHAWAY 3.125 26 266,035 267,705
    INGERSOLL RAND 4.25 23 282,449 261,363
    COMCAST CORP 3.375 25 270,608 265,358
    GOLDMAN SACHS 3.5 25 261,904 263,528
    METLIFE 3.6 24 268,545 263,910
    THOMSON REUTERS 3.85 24 266,738 264,225
    VODAFONE GROUP INC 2.950 23 255,270 255,350
    AMERICAN INTL GROUP 3.9 26 273,955 271,085
    INTEL CORP 3.7 25 284,168 269,870
    LOCKHEED MARTIN 3.55 26 277,523 270,750
    MICROSOFT CORP 3.125 25 533,979 533,610
    PFIZER INC 3.4 24 280,408 264,840
    UNITED HEALTH GROUP INC 3.75 25 281,848 271,185
    WALT DISNEY COMPANY 3.0 26 529,813 529,180
    APPLE INC 3.25 26 260,397 267,368
    EXXON MOBIL CORPORATION 3.043 26 257,907 264,605
    WALGREENS BOOTS ALLIANCE 3.45 26 251,716 266,135
    SOUTHERN CO 3.25 26 249,516 264,598
    CITIGROUP INC 4.45 27 536,514 557,845
    TIME WARNER INC 3.875 26 261,600 266,705
    3M COMPANY 3.00 25 264,110 264,763
    CONOCOPHILLIPS COMPANY 4.95 26 287,116 282,175
    THOMSON REUTERS 3.35 26 251,857 265,443
    PFIZER INC 3.00 26 257,555 268,873
    MICROSOFT CORP 3.300 27 263,578 272,603
    BRISTOL MYERS SQUIBB 3.25 27 529,863 538,320
    HUMANA INC 3.95 27 532,323 546,755
    MERCK & CO INC 2.75 25 257,015 261,888
    PEPSICO 2.85 26 257,724 263,498
    US BANCORP 3.10 26 513,907 528,635
    US BANCORP 3.75 26 500,000 479,200
    UNITEDHEALTH GROUP INC 3.45 27 267,602 272,205
    APPLE INC 3.35 27 264,429 271,488
    INTEL CORP 3.15 27 257,577 268,178
    MCDONALDS CORP 3.7 26 271,783 269,098
    WELLS FARGO & COMPANY 4.30 27 271,307 278,700
    STATE STREET CORP 3.30 24 254,880 266,183
    ALLSTATE CORP 3.28 26 269,375 268,658
    CATERPILLAR INC 2.6 29 257,280 261,688
    PNC BANK 3.25 28 268,745 268,810
    STARBUCKS CORP 3.5 28 271,945 270,580
    STARBUCKS CORP 3.5 29 293,698 273,293
    STARBUCKS CORP 3.5 28 276,175 270,580
    WALMART INC 3.25 29 273,425 274,993
    BANK OF NY MELLON CORP VAR% 28 269,750 268,390
    ANHEUSER-BUSCH 3.65 26 265,880 268,540
    AMAZON.COM INC 5.2 25 562,130 284,588
    HOME DEPOT INC 3.35 25 266,945 267,000
    CATERPILLAR INC 3.4 24 264,898 262,438
    COMCAST CORP 3.3 27 262,680 268,720
    METLIFE INC 3 25 259,528 262,945
    NORTHERN TRUST CORP 3.65 28 852,585 817,153
    VERIZON COMMUNICATIONS 3.376 25 263,525 266,038
    STATE STREET CORP 2.65 26 254,383 263,655
    TARGET CORP 2.65 30 572,622 524,635
    TARGET CORP 3.5 24 268,075 265,123
    WALMART INC 3.55 25 269,910 269,933
    BANK OF NY MELLON CORP 3.25 27 262,900 269,528
    PRUDENTIAL FINANCIAL INC 3.878 28 343,764 343,992
    AMAZON.COM INC 3.15 27 268,848 540,365
    MCKESSON CORP 3.95 28 267,420 274,688
    PEPSICO INC 3 27 268,188 268,160
    VENTAS REALTY LP 3.85 27 268,553 272,115
    ANTHEM INC 3.65 27 269,068 274,450
    ANTHEM INC 2.875 2029 269,117 261,903
    METLIFE INC 4.75 250,000 266,800
    CAPITAL ONE FINCL CO 250,000 260,200

    TY 2021 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
    ALPHABET INC 1,263,783 2,893,590
    AMAZON INC 917,491 1,667,170
    MICROSOFT CORP 572,567 1,681,600
    MICROSOFT CORP 1,200,719 1,917,024
    LOWE'S COMPANIES INC 165,840 2,843,280
    WALMART STORES 697,368 1,446,900
    WALMART INC 1,777,959 2,170,350
    VORNADO REALTY TRUST 4,787,919 3,646,173
    JBG SMITH PROPERTIES 184,544 200,970
    JBG SMITH PROPERTIES 1,807,250 1,968,128
    AVALON BAY COMM REIT 4,045,064 6,209,925
    ILLUMINA INC COM 2,922,413 3,119,608
    ESSEX PROPERTY TRUST REIT 196,680 1,056,690
    INTEL 450,404 925,713
    APPLE INC 366,460 4,616,820
    APPLE INC 885,142 11,151,396
    CHEVRON 146,881 199,495
    COCA COLA 196,077 355,260
    ELI LILLY 261,633 1,574,454
    MONDELEZ INTERNATIONAL 129,572 391,229
    CITI GROUP SER J 7.125 PFD 500,000 547,200
    VORNADO REALTY TRUST SER M 5.25 125,000 127,800
    WELLS FARGO 5.85 PFD 500,000 535,800
    ARCHER DANIELS MIDLAND 566,777 905,638
    BRISTOL MEYERS SQUIBB 258,600 311,750
    NOVARTIS 337,781 437,350
    ORACLE 684,600 1,744,200
    WALT DISNEY CO 48,518 150,243
    VERIZON COMMUNUCATIONS 110,713 119,560
    GOLDMAN SACHS CAPITAL II 1,897,505 1,960,000
    JP MORGAN CHASE & CO 3,040,005 3,211,880
    CITIGROUP 4,102,885 4,120,000
    ENERGY TRANSFER OPER LP 7,812,947 8,739,150
    GOLDMAN SACHS CAPITAL II 940,005 980,000
    PAYPAL 589,504 565,740
    AMAZON INC 1,430,159 6,335,246
    JP MORGAN CHASE & CO 4.55 250,000 261,100
    VERIZON COMMUNICATIONS COM 146,413 129,900
    FIRST REPUBLIC BANK 5.125 PFD 250,000 255,400
    FIRST REPUBLIC BANK 4.50 PFD 400,000 416,000
    FIRST REPUBLIC BANK 4.7 PFD 250,000 268,900
    VIACOMCBSINC 152,094 301,800
    ADVERUM BIOTECHNOLOGIES INC 576,786 88,000
    ADVERUM BIOTECHNOLOGIES 2,432,564 344,779
    ILLUMINA INC 714,658 760,880
    AT&T INC 5 PFD SERIES A 500,000 536,000
    BANK OF AMERICA CORP 5.375 PFD 250,000 268,200
    BANK OF AMERICA CORP 4.125 250,000 254,100
    BLACKROCK ESG CAP 500,000 466,250
    IVERIC BIO INC 526,980 1,337,600
    JOHNSON CONTROLS INTER 695,500 1,626,200
    TESLA INC 2,480,040 5,600,934
    MCDONALDS CORP 147,509 187,649
    BX STRATEGIC PARTNERS 20,000 20,000
    BX STRATEGIC PARTNERS 95,000 95,000
    JOHNSON AND JOHNSON COM 139,881 153,963
    PFIZER INC 182,044 295,250
    ALEXANDRIA REAL ESTATE EQTS 517,055 668,880
    DISNEY (WALT) CO COM STK 143,034 123,912

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE Z S & M WILF FOUNDATION INC
    EIN:
    22-3553441
    US Government Securities - End of Year Book Value:

    1,035,025
    US Government Securities - End of Year Fair Market Value:

    1,198,999
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 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
    MERRIL LYNCH CMA FUND AT COST 3,294,676 3,294,676

    TY 2021 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 540 0   0


    TY 2021 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 INCOME 4,970 4,970 4,970


    TY 2021 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 641,000 0   0
    TAX WITHHOLDING 2,306 0   0