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 11-01-2021 , and ending 10-31-2022
Name of foundation
THE WILF FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)820 MORRIS TURNPIKE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SHORT HILLS, NJ07078
A Employer identification number

22-6075840
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$80,669,058
J Accounting method:
MODIFIED CASH
(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 9,700 9,700  
4 Dividends and interest from securities... 3,278,403 3,278,403  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 104,929
b Gross sales price for all assets on line 6a 10,179,266
7 Capital gain net income (from Part IV, line 2)... 104,929
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)....... 3,297,553 34,654  
12 Total. Add lines 1 through 11........ 9,190,585 3,427,686  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 185,000 0   185,000
15 Pension plans, employee benefits....... 11,158 0   11,158
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 12,900 0   12,900
c Other professional fees (attach schedule).... 529,643 39,643   490,000
17 Interest............... 64,895 0   64,895
18 Taxes (attach schedule) (see instructions)... 102,500 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 15,210 252   14,958
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 921,306 39,895   778,911
25 Contributions, gifts, grants paid....... 8,340,360 8,340,360
26 Total expenses and disbursements. Add lines 24 and 25 9,261,666 39,895   9,119,271
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -71,081
b Net investment income (if negative, enter -0-) 3,387,791
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.............   45,309 45,309
2 Savings and temporary cash investments......... 4,132,409 1,432,945 1,432,945
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) 3,969,715 Click to see attachment675,810 675,810
b Investments—corporate stock (attach schedule)....... 36,115,221 Click to see attachment14,464,594 14,464,594
c Investments—corporate bonds (attach schedule)....... 49,066,477 Click to see attachment29,794,832 29,794,832
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 873,558 Click to see attachment34,255,568 34,255,568
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) 94,157,380 80,669,058 80,669,058
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) Click to see attachment0 Click to see attachment652,939
23 Total liabilities (add lines 17 through 22)......... 0 652,939
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........... 94,157,380 80,016,119
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)..... 94,157,380 80,016,119
30 Total liabilities and net assets/fund balances (see instructions). 94,157,380 80,669,058
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
94,157,380
2
Enter amount from Part I, line 27a .....................
2
-71,081
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
13,203,092
4
Add lines 1, 2, and 3 ..........................
4
107,289,391
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
27,273,272
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
80,016,119
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 P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 10,178,384   10,074,337 104,047
b 882     882
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       104,047
b       882
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 2 104,929
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 47,090
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 47,090
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 175,569
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 190,569
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 10 143,479
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet143,479 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)
    bulletNJ
    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 ofbulletPKF O'CONNOR DAVIES ADVISORY LLC Telephone no.bullet (212) 286-2600

    Located atbullet245 PARK AVENUE 12TH FLOORNEW YORKNJ ZIP+4bullet10167
    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
    LEONARD WILF PRESIDENT & TRUSTEE
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    ZYGMUNT WILF VICE PRESIDENT & TRUSTEE
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    MARK WILF SECRETARY & TRUSTEE
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    ORIN WILF TREASURER & TRUSTEE
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    ELIZABETH WILF TRUSTEE
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    ELANA WILF TANZMAN TRUSTEE
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    JASON WILF TRUSTEE
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    JONATHAN WILF TRUSTEE
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    STEVEN WILF TRUSTEE
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    DANIEL WILF TRUSTEE
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    HALLE WILF TRUSTEE
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    RACHEL S WILF TRUSTEE
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    STEPHANIE WILF TRUSTEE
    1.00
    0 0 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    MARY ELLEN LAWRENCE ADMINISTRATOR
    40.00
    185,000 2,374 0
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    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
    BELIN CONSULTING PHILANTHROPIC CONSULTING 400,000
    29 EAST 9TH STREET 21
    NEW YORK,NY10003
    BERLINROSEN COMMUNICATIONS CONSULTING 90,000
    15 MAIDEN LANE 1600
    NEW YORK,NY10038
    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
    92,893,463
    b
    Average of monthly cash balances.......................
    1b
    3,518,645
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    96,412,108
    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
    96,412,108
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,446,182
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    94,965,926
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,748,296
    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
    4,748,296
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    47,090
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    47,090
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,701,206
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    105,400
    5
    Add lines 3 and 4............................
    5
    4,806,606
    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
    4,806,606
    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 4,806,606
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    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...... 1,133,192
    e From 2020...... 2,212,782
    f Total of lines 3a through e ........ 3,345,974
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 9,119,271
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 4,806,606
    e Remaining amount distributed out of corpus 4,312,665
    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 7,658,639
    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 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 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 ......
    7,658,639
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 1,133,192
    d Excess from 2020.... 2,212,782
    e Excess from 2021.... 4,312,665
    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
    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
    AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUCATION
    321 N CLARK ST 21ST FLOOR
    CHICAGO,IL60654
    N/A PC EVENT SPONSORSHIP 5,000
    AMERICAN COMMITTEE FOR SHAARE ZEDEK
    55 WEST 39TH STREET
    NEW YORK,NY10018
    N/A PC CAPITAL SUPPORT 200,000
    AMERICAN FRIENDS OF KISHORIT
    PO BOX 370362
    WEST HARTFORD,CT061370362
    N/A PC GENERAL OPERATING SUPPORT 18,000
    AMERICAN FRIENDS OF SHALVA ISRAEL
    315 FIFTH AVENUE 6TH FLOOR
    NEW YORK,NY100166510
    N/A PC EVENT SPONSORSHIP 2,500
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
    220 EAST 42ND STREET
    NEW YORK,NY10017
    N/A PC PROGRAM SUPPORT 400,000
    AMERICAN NATIONAL RED CROSS
    209 FAIRFIELD ROAD
    FAIRFIELD,NJ07004
    N/A PC PROGRAM SUPPORT 100,000
    AMERICAN SOCIETY FOR YAD VASHEM
    500 FIFTH AVENUE
    NEW YORK,NY101104304
    N/A PC EVENT SPONSORSHIP 100,000
    APPEAL OF CONSCIENCE FOUNDATION
    251 EAST 71ST STREET
    NEW YORK,NY10021
    N/A PC EVENT SPONSORSHIP 10,000
    ATLANTIC HEALTH SYSTEM
    46-48 BEAUVOIR AVENUE
    SUMMIT,NJ079013547
    N/A PC CAPITAL SUPPORT 400,000
    AVODAH THE JEWISH SERVICE CORPS
    125 MAIDEN LN RM 8B
    NEW YORK,NY100385041
    N/A PC GENERAL OPERATING SUPPORT 50,000
    AXELROD PERFORMING ARTS CENTER INC
    100 GRANT AVE
    DEAL PARK,NJ07723
    N/A PC EVENT SPONSORSHIP 1,000
    BIG DOG RANCH RESCUE INC
    14444 OKEECHOBEE BLVD
    LXHTCHEE GRVS,FL334704823
    N/A PC GENERAL OPERATING SUPPORT 10,000
    BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC
    1 PENN PLAZA SUITE 6250
    NEW YORK,NY10119
    N/A PC ANNUAL SUPPORT 4,000
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET
    NEW YORK,NY10022
    N/A PC ANNUAL SUPPORT 10,000
    CHABAD CENTER OF NORTHWEST NJ
    1 TORAH WAY
    ROCKAWAY,NJ07866
    N/A PC EVENT SPONSORSHIP 3,600
    CLIMB HIRE INC
    474 BOYNTON AVE
    BERKELEY,CA947071702
    N/A PC GENERAL OPERATING SUPPORT 125,000
    CURE BREAST CANCER FOUNDATION INC
    1122 CLIFTON AVENUE
    CLIFTON,NJ07013
    N/A PC GENERAL OPERATING SUPPORT 1,000
    DEAL FIRST AID SQUAD
    110 BRIGHTON AVENUE
    DEAL,NJ07723
    N/A PC ANNUAL SUPPORT 360
    EVANS SCHOLARS FOUNDATION
    2501 PATRIOT BLVD
    GLENVIEW,IL60026
    N/A PC SCHOLARSHIPS 25,000
    FACING HISTORY AND OURSELVES INC
    150 BROADWAY SUITE 2100
    NEW YORK,NY10038
    N/A PC PROGRAM SUPPORT 125,000
    FAMILY PROMISE
    46 PARK STREET
    MONTCLAIR,NJ07042
    N/A PC ANNUAL SUPPORT 6,000
    FIRST TEE OF CENTRAL FLORIDA
    1810 LEE ROAD
    ORLANDO,FL32810
    N/A PC EVENT SPONSORSHIP 2,500
    GEORGETOWN UNIVERSITY LAW CENTER
    600 NEW JERSEY AVENUE NW
    WASHINGTON,DC20001
    N/A PC ANNUAL SUPPORT 5,000
    HAROLD GRINSPOON FOUNDATION
    HUNT STREET
    AGAWAM,MA01001
    N/A PC PROGRAM SUPPORT 200,000
    HELEN KELLER INTERNATIONAL
    ONE DAG HAMMARSKJOLD PLAZA FLOOR 2
    NEW YORK,NY10017
    N/A PC PROGRAM SUPPORT 100,000
    HOLOCAUST RESOURCE FOUNDATION INC
    820 MORRIS TURNPIKE
    SHORT HILLS,NJ07078
    N/A PC ANNUAL SUPPORT 30,000
    ISRAEL INSTITUTE INC
    1250 EYE STREET NW
    WASHINGTON,DC20005
    N/A PC PROGRAM SUPPORT 50,000
    JCC METROWEST
    760 NORTHFIELD ROAD
    WEST ORANGE,NJ07052
    N/A PC PROGRAM SUPPORT 5,000
    JEWISH AGENCY FOR ISRAEL
    633 THIRD AVE NO 2100
    NEW YORK,NY100176706
    N/A PC GENERAL OPERATING SUPPORT 2,800
    JEWISH COMMUNITY HOUSING CORPORATION
    651 WEST MOUNT PLEASANT AVENUE
    LIVINGSTON,NJ07039
    N/A PC EVENT SPONSORSHIP 2,500
    JEWISH EDUCATIONAL CENTER
    330 ELMORA AVENUE
    ELIZABETH,NJ07208
    N/A PC GENERAL OPERATING SUPPORT 2,800
    JEWISH EDUCATIONAL CENTER
    330 ELMORA AVENUE
    ELIZABETH,NJ07208
    N/A PC SCHOLARSHIPS 500,000
    JEWISH EDUCATIONAL CENTER
    330 ELMORA AVENUE
    ELIZABETH,NJ07208
    N/A PC EVENT SPONSORSHIP 10,000
    JEWISH FAMILY AND CHILDREN'S SERVICE OF GREATER MONMOUTH
    705 SUMMERFIELD AVENUE
    ASBURY PARK,NJ07712
    N/A PC EVENT SPONSORSHIP 1,000
    JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY
    655 WESTFIELD AVENUE
    ELIZABETH,NJ07208
    N/A PC PROGRAM SUPPORT 10,000
    JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY
    655 WESTFIELD AVENUE
    ELIZABETH,NJ07208
    N/A PC EVENT SPONSORSHIP 5,000
    JEWISH FAMILY SERVICE OF METROWEST
    256 COLUMBIA TURNPIKE
    FLORHAM PARK,NJ07932
    N/A PC PROGRAM SUPPORT 10,000
    JEWISH FEDERATION OF GREATER DES MOINES
    33158 UTE AVE
    WAUKEE,IA50263
    N/A PC EVENT SPONSORSHIP 1,000
    JEWISH FEDERATION OF GREATER METROWEST NJ
    901 ROUTE 10
    WHIPPANY,NJ07981
    N/A PC EVENT SPONSORSHIP 100,000
    JEWISH FEDERATION OF GREATER METROWEST NJ
    901 ROUTE 10
    WHIPPANY,NJ07981
    N/A PC PROGRAM SUPPORT 2,000,000
    JEWISH SERVICE FOR THE DEVELOPMENT-ALLY DISABLED OF METRO WEST INC
    310 EISENHOWER PARKWAY
    LIVINGSTON,NJ07039
    N/A PC CAPITAL SUPPORT 20,000
    KRAVIS CENTER FOR THE PERFORMING ARTS
    701 OKEECHOBEE BLVD
    WEST PALM BEACH,FL334016323
    N/A PC GENERAL OPERATING SUPPORT 1,000
    KUSHNER HEBREW ACADEMY
    110 SOUTH ORANGE AVENUE
    LIVINGSTON,NJ07039
    N/A PC EVENT SPONSORSHIP 1,000
    LAMA NEWARK
    PO BOX 1300
    NEWARK,NJ07101
    N/A PC EVENT SPONSORSHIP 500
    LEMONTREE FOODS INC
    228 PARK AVENUE SOUTH
    NEW YORK,NY100031502
    N/A PC PROGRAM SUPPORT 50,000
    MAKE-A-WISH OF GREATER LOS ANGELES INC
    11390 W OLYMPIC BLVD
    LOS ANGELES,CA90064
    N/A PC EVENT SPONSORSHIP 1,000
    MARCH OF DIMES INC
    P O BOX 18819
    ATLANTA,GA31126
    N/A PC EVENT SPONSORSHIP 10,000
    MAYO CLINIC
    200 1ST STREET SW
    ROCHESTER,MN559050001
    N/A PC ANNUAL SUPPORT 10,000
    MEDAL OF HONOR MUSEUM FOUNDATION
    1717 EAST RANDOL MILL ROAD
    ARLINGTON,TX76011
    N/A PC CAPITAL SUPPORT 100,000
    MEMORIAL SLOAN KETTERING CANCER CENTER
    885 2ND AVENUE 7TH FLOOR
    NEW YORK,NY10021
    N/A PC EVENT SPONSORSHIP 500
    MINNESOTA VIKINGS FOUNDATION
    2600 VIKINGS CIRCLE
    EAGAN,MN55121
    N/A PC EVENT SPONSORSHIP 100,000
    MUSEUM OF JEWISH HERITAGE
    36 BATTERY PLACE
    NEW YORK,NY10280
    N/A PC EVENT SPONSORSHIP 12,500
    NATIONAL FOOTBALL MUSEUM INC
    2121 GEORGE HALAS DRIVE NW
    CANTON,OH447082630
    N/A PC GENERAL OPERATING SUPPORT 200,000
    NEW JERSEY STATE GOLF ASSOCIATION
    1000 BROAD STREET
    BLOOMFIELD,NJ07003
    N/A PC SCHOLARSHIPS 1,000
    NEW SCHOOLS FUND
    1616 FRANKLIN STREET 2ND FLOOR
    OAKLAND,CA946122829
    N/A PC PROGRAM SUPPORT 150,000
    NEW YORK UNIVERSITY
    22 WASHINGTON SQUARE NORTH 2ND
    FLOOR
    NEW YORK,NY10012
    N/A PC GENERAL OPERATING SUPPORT 10,000
    NEW YORK UNIVERSITY SCHOOL OF LAW
    22 WASHINGTON SQUARE NORTH 2ND
    FLOOR
    NEW YORK,NY10011
    N/A PC SCHOLARSHIPS 600,000
    TOWN OF PALM BEACH UNITED WAY INC
    44 COCOANUT ROW
    PALM BEACH,FL33480
    N/A PC PROGRAM SUPPORT 10,000
    PAPER MILL PLAYHOUSE
    22 BROOKSIDE DRIVE
    MILLBURN,NJ07041
    N/A PC EVENT SPONSORSHIP 25,000
    PARK EAST DAY SCHOOL
    164 EAST 68TH STREET
    NEW YORK,NY10021
    N/A PC SCHOLARSHIPS 100,000
    PARK EAST SYNAGOGUE
    164 EAST 68TH STREET
    NEW YORK,NY10065
    N/A PC SCHOLARSHIPS 200,000
    PARK EAST SYNAGOGUE
    164 EAST 68TH STREET
    NEW YORK,NY10065
    N/A PC CAPITAL SUPPORT 200,000
    PENCIL INC
    30 W 26TH STREET
    NEW YORK,NY100102074
    N/A PC GENERAL OPERATING SUPPORT 60,000
    PHILANTHROPY ROUNDTABLE
    1120 20TH STREET NW
    WASHINGTON,DC20036
    N/A PC ANNUAL SUPPORT 10,000
    PRINCETON UNIVERSITY
    OFFICE OF ADVANCEMENT
    PRINCETON,NJ08540
    N/A PC ANNUAL SUPPORT 5,000
    RABBINICAL COLLEGE OF AMERICA
    PO BOX 1996
    MORRISTOWN,NJ079621996
    N/A PC ANNUAL SUPPORT 25,000
    RABBINICAL COLLEGE OF AMERICA
    PO BOX 1996
    MORRISTOWN,NJ079621996
    N/A PC CAPITAL SUPPORT 250,000
    RABBINICAL COLLEGE OF AMERICA
    PO BOX 1996
    MORRISTOWN,NJ079621996
    N/A PC EVENT SPONSORSHIP 10,000
    REPAIR THE WORLD INC
    PO BOX 2015
    NEW YORK,NY101012015
    N/A PC PROGRAM SUPPORT 25,000
    RUTGERS UNIVERSITY FOUNDATION
    335 GEORGE STREET
    NEW BRUNSWICK,NJ08901
    N/A PC PROGRAM SUPPORT 150,000
    SHOLOM FOUNDATION
    3610 PHILLIPS PKWY
    ST LOUIS PARK,MN554263765
    N/A PC CAPITAL SUPPORT 20,000
    SUNRISE ASSOCIATION
    11 NEIL COURT
    OCEANSIDE,NY11572
    N/A PC PROGRAM SUPPORT 75,000
    CONSCIOUS KID
    7770 REGENTS ROAD
    SAN DIEGO,CA92122
    N/A PC GENERAL OPERATING SUPPORT 30,000
    THE HEBREW ACADEMY
    22 SCHOOL ROAD EAST
    MARLBORO,NJ077467751
    N/A PC EVENT SPONSORSHIP 10,000
    ROSE HOUSE
    PO BOX 544
    CEDAR KNOLLS,NJ07927
    N/A PC ANNUAL SUPPORT 500
    THE YOUNG SCHOLARS INSTITUTE
    349 W STATE STREET
    TRENTON,NJ086185705
    N/A PC PROGRAM SUPPORT 50,000
    TOWNSHIP OF OCEAN POLICE FUND
    399 MONMOUTH ROAD
    OAKHUSRT,NJ077551589
    N/A PC PROGRAM SUPPORT 500
    TRINITAS HEALTH FOUNDATION
    225 WILLIAMSON STREET
    ELIZABETH,NJ07207
    N/A PC EVENT SPONSORSHIP 2,500
    UNITED WAY OF GREATER UNION COUNTY
    33 WEST GRAND STREET
    ELIZABETH,NJ07202
    N/A PC PROGRAM SUPPORT 50,000
    UNIVERSITY OF PENNSYLVANIA HILLEL
    215 SOUTH 39TH STREET
    PHILADELPHIA,PA19104
    N/A PC PROGRAM SUPPORT 10,000
    US HOLOCAUST MEMORIAL MUSEUM
    60 EAST 42ND STREET SUITE 2540
    NEW YORK,NY10165
    N/A PC EVENT SPONSORSHIP 18,000
    VALLEY CHABAD INC
    100 OVERLOOK DRIVE
    WOODCLIFF LAKE,NJ07677
    N/A PC EVENT SPONSORSHIP 1,800
    VERA INSTITUTE OF JUSTICE
    34 35TH STREET 42A
    BROOKLYN,NY112322021
    N/A PC PROGRAM SUPPORT 100,000
    YESHIVA SHAAREI TZION
    51 PARK AVENUE
    PISCATAWAY,NJ088544842
    N/A PC EVENT SPONSORSHIP 500
    YESHIVA UNIVERSITY
    500 WEST 185TH STREET
    NEW YORK,NY10033
    N/A PC SCHOLARSHIPS 1,000,000
    Total .................................bullet 3a 8,340,360
    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 9,700  
    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 ............
        18 104,929  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aREFUNDED AMOUNT FROM NONPROFIT FINANCE FUND
        01 3,162,000  
    bRESCINDED GRANTS     01 105,400  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 6,690,585 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,690,585
    (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 WILF FAMILY FOUNDATION
     
    Employer identification number

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






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE WILF FAMILY FOUNDATION
     
    Employer identification number
    22-6075840
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    GARDEN HOMES REALTY
     
    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
    2
    ELIZABETH WILF
    820 MORRIS TURNPIKE
     
    SHORT HILLS, NJ07078

    $ 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.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE WILF FAMILY FOUNDATION
     
    Employer identification number

    22-6075840
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE WILF FAMILY FOUNDATION
     
    Employer identification number

    22-6075840
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,900 0   12,900

    TY 2021 ExplnOfNonFilingWithAGStmt
    Name:
    THE WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Statement:
    THE FOUNDATION IS NOT REQUIRED TO FILE A COPY OF THE FEDERAL FORM 990-PF WITH THE NEW JERSEY ATTORNEY GENERAL BECAUSE IT DOES NOT SOLICIT FUNDS FROM THE PUBLIC.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Name of Bond End of Year Book Value End of Year Fair Market Value
    3M COMPANY 3.000% DUE 8/7/25 250,000.000 QTY 236,750 236,750
    AETNA INC 3.500% DUE 11/15/24 250,000.000 QTY 241,390 241,390
    ALTRIA GROUP INC 4.000% DUE 1/31/24 250,000.000 QTY 491,920 491,920
    AMAZON.COM INC 1.200% DUE 6/3/27 250,000.000 QTY 212,450 212,450
    AMAZON.COM INC 2.100% DUE 5/12/31 250,000.000 QTY 199,958 199,958
    AMAZON.COM INC 3.800% DUE 12/5/24 250,000.000 QTY 245,523 245,523
    AMERICAN INTL GROUP 3.900% DUE 4/1/26 250,000.000 QTY 238,135 238,135
    ANHEUSER-BUSCH INBEV WOR 4.750% DUE 1/23/29 250,000.000 QTY 243,018 243,018
    ANTHEM INC 4.101% DUE 3/1/28 250,000.000 QTY 468,230 468,230
    APPLE INC 3.250% DUE 2/23/26 250,000.000 QTY 238,120 238,120
    APPLE INC 3.200% DUE 5/13/25 250,000.000 QTY 240,575 240,575
    BANK OF NY MELLON CORP 3.000% DUE 10/30/28 250,000.000 QTY 215,750 215,750
    BANK OF NY MELLON CORP 3.250% DUE 5/16/27 250,000.000 QTY 230,953 230,953
    BLACKROCK INC 3.500% DUE 3/18/24 500,000.000 QTY 490,395 490,395
    BRISTOL-MYERS SQUIBB CO 3.250% DUE 2/27/27 250,000.000 QTY 467,085 467,085
    CANADIAN PACIFIC LTD 4.450% DUE 3/15/23 250,000.000 QTY 249,050 249,050
    CATERPILLAR INC 2.600% DUE 4/9/30 250,000.000 QTY 211,293 211,293
    CATERPILLAR INC 2.600% DUE 9/19/29 250,000.000 QTY 213,198 213,198
    CBS CORP 4.000% DUE 1/15/26 250,000.000 QTY 233,903 233,903
    CIGNA CORP 3.250% DUE 4/15/25 250,000.000 QTY 236,335 236,335
    CISCO SYSTEMS INC 3.500% DUE 6/15/25 250,000.000 QTY 242,628 242,628
    CITIGROUP INC 3.875% DUE 3/26/25 250,000.000 QTY 238,965 238,965
    CITIGROUP INC 4.125% DUE 7/25/28 250,000.000 QTY 224,998 224,998
    CITIGROUP INC 4.300% DUE 11/20/26 250,000.000 QTY 235,430 235,430
    COCA-COLA CO/THE 2.000% DUE 3/5/31 250,000.000 QTY 200,013 200,013
    COLGATE-PALMOLIVE CO 3.250% DUE 5/15/24 250,000.000 QTY 245,743 245,743
    COMCAST CORP 3.375% DUE 2/15/25 250,000.000 QTY 240,803 240,803
    CONOCOPHILLIPS COMPANY 3.350% DUE 5/15/25 250,000.000 QTY 237,840 237,840
    CVS HEALTH CORP 3.875% DUE 7/20/25 250,000.000 QTY 241,113 241,113
    EXXON MOBIL CORPORATION 3.176% DUE 3/15/24 250,000.000 QTY 489,825 489,825
    FNMA CMO 1993 7.000% DUE 5/25/23 80,000.000 QTY 776 776
    GENERAL MILLS INC 3.200% DUE 2/10/27 250,000.000 QTY 231,418 231,418
    GNMA CMO 2004 5.500% DUE 2/20/34 500,000.000 QTY 142,186 142,186
    GNMA CMO 2008 6.000% DUE 8/16/38 8,250,000.000 QTY 2,067,627 2,067,627
    GNMA CMO 2009 4.500% DUE 12/20/38 6,000,000.000 QTY 5,459 5,459
    GOLDMAN SACHS GROUP INC 3.800% DUE 3/15/30 250,000.000 QTY 214,855 214,855
    GOLDMAN SACHS GROUP INC 3.850% DUE 7/8/24 500,000.000 QTY 488,715 488,715
    GOLDMAN SACHS GROUP INC 5.950% DUE 1/15/27 250,000.000 QTY 252,143 252,143
    HALLIBURTON CO 3.800% DUE 11/15/25 250,000.000 QTY 240,130 240,130
    HOME DEPOT INC 2.950% DUE 6/15/29 250,000.000 QTY 220,203 220,203
    HOME DEPOT INC 3.000% DUE 4/1/26 250,000.000 QTY 234,950 234,950
    HOME DEPOT INC 3.750% DUE 2/15/24 250,000.000 QTY 247,230 247,230
    HONEYWELL INTERNATIONAL 2.700% DUE 8/15/29 250,000.000 QTY 217,595 217,595
    HUMANA INC 3.950% DUE 3/15/27 250,000.000 QTY 466,990 466,990
    INTEL CORP 2.450% DUE 11/15/29 250,000.000 QTY 206,408 206,408
    INTEL CORP 3.150% DUE 5/11/27 250,000.000 QTY 230,835 230,835
    INTEL CORP 3.700% DUE 7/20/25 250,000.000 QTY 242,593 242,593
    JOHNSON & JOHNSON 3.375% DUE 12/5/23 250,000.000 QTY 249,138 249,138
    JPMORGAN CHASE & CO 3.875% DUE 2/1/24 250,000.000 QTY 246,900 246,900
    JPMORGAN CHASE & CO 3.900% DUE 7/15/25 250,000.000 QTY 241,338 241,338
    KELLOG CO 3.250% DUE 4/1/26 250,000.000 QTY 233,950 233,950
    MCDONALD'S CORP 3.375% DUE 5/26/25 250,000.000 QTY 239,878 239,878
    MCDONALD'S CORP 3.700% DUE 1/30/26 250,000.000 QTY 479,620 479,620
    MCKESSON CORP 4.750% DUE 5/30/29 250,000.000 QTY 237,878 237,878
    MERCK & CO INC 3.400% DUE 3/7/29 250,000.000 QTY 683,730 683,730
    METLIFE INC 3.000% DUE 3/1/25 250,000.000 QTY 717,150 717,150
    METLIFE INC 4.550% DUE 3/23/30 250,000.000 QTY 237,183 237,183
    MICROSOFT CORP 3.125% DUE 11/3/25 250,000.000 QTY 480,980 480,980
    MICROSOFT CORP 3.300% DUE 2/6/27 250,000.000 QTY 237,550 237,550
    MONSANTO CO 5.500% DUE 8/15/25 250,000.000 QTY 245,713 245,713
    NORTHERN TRUST CORP 3.150% DUE 5/3/29 250,000.000 QTY 219,985 219,985
    NORTHERN TRUST CORP 3.650% DUE 8/3/28 250,000.000 QTY 230,528 230,528
    PEPSICO INC 3.000% DUE 10/15/27 250,000.000 QTY 461,595 461,595
    PEPSICO INC 3.600% DUE 3/1/24 250,000.000 QTY 246,750 246,750
    PFIZER INC 3.000% DUE 12/15/26 250,000.000 QTY 233,508 233,508
    PFIZER INC 3.200% DUE 9/15/23 250,000.000 QTY 246,373 246,373
    PFIZER INC 3.450% DUE 3/15/29 250,000.000 QTY 228,620 228,620
    PHILIP MORRIS INTL INC 3.125% DUE 8/17/27 250,000.000 QTY 224,658 224,658
    PHILIP MORRIS INTL INC 3.250% DUE 11/10/24 250,000.000 QTY 240,483 240,483
    PHILIP MORRIS INTL INC 3.600% DUE 11/15/23 250,000.000 QTY 246,018 246,018
    PNC BANK NA 3.100% DUE 10/25/27 250,000.000 QTY 225,870 225,870
    PNC BANK NA 3.250% DUE 1/22/28 250,000.000 QTY 225,313 225,313
    PNC FINANCIAL SERVICES 3.450% DUE 4/23/29 250,000.000 QTY 219,155 219,155
    QUEST DIAGNOSTICS INC 2.950% DUE 6/30/30 250,000.000 QTY 208,743 208,743
    QUEST DIAGNOSTICS INC 3.450% DUE 6/1/26 250,000.000 QTY 233,735 233,735
    QUEST DIAGNOSTICS INC 3.500% DUE 3/30/25 250,000.000 QTY 239,538 239,538
    STARBUCKS CORP 2.000% DUE 3/12/27 250,000.000 QTY 217,868 217,868
    STARBUCKS CORP 3.550% DUE 8/15/29 250,000.000 QTY 224,198 224,198
    STATE STREET CORP 3.100% DUE 5/15/23 250,000.000 QTY 247,493 247,493
    STATE STREET CORP DUE 12/3/29 250,000.000 QTY 229,400 229,400
    TARGET CORP 2.350% DUE 2/15/30 250,000.000 QTY 206,588 206,588
    THERMO FISHER SCIENTIFIC 2.600% DUE 10/1/29 250,000.000 QTY 214,053 214,053
    TIME WARNER INC 3.600% DUE 7/15/25 250,000.000 QTY 231,730 231,730
    TYCO INTERNATIONAL FINAN 3.900% DUE 2/14/26 250,000.000 QTY 230,585 230,585
    UNILEVER CAPITAL CORP 3.500% DUE 3/22/28 250,000.000 QTY 230,230 230,230
    UNION PACIFIC CORP 3.250% DUE 8/15/25 250,000.000 QTY 238,705 238,705
    UNITED TECHNOLOGIES CORP 3.125% DUE 5/4/27 250,000.000 QTY 228,293 228,293
    UNITEDHEALTH GROUP INC 3.750% DUE 7/15/25 250,000.000 QTY 242,580 242,580
    UNITEDHEALTH GROUP INC 3.850% DUE 6/15/28 250,000.000 QTY 232,670 232,670
    US BANCORP 3.000% DUE 7/30/29 250,000.000 QTY 210,985 210,985
    US BANCORP 3.100% DUE 4/27/26 250,000.000 QTY 231,750 231,750
    US BANCORP 3.150% DUE 4/27/27 250,000.000 QTY 229,685 229,685
    USD THOMSON REUTERS 3.350% DUE 5/15/26 250,000.000 QTY 232,375 232,375
    VERIZON COMMUNICATIONS 3.500% DUE 11/1/24 500,000.000 QTY 484,985 484,985
    WALGREENS BOOTS ALLIANCE 250,000.000 QTY 467,990 467,990
    WALMART INC 3.250% DUE 7/8/29 250,000.000 QTY 454,595 454,595
    WALMART INC 3.400% DUE 6/26/23 250,000.000 QTY 248,163 248,163
    WALT DISNEY COMPANY/THE 3.000% DUE 2/13/26 250,000.000 QTY 467,040 467,040
    WALT DISNEY COMPANY/THE 3.800% DUE 3/22/30 250,000.000 QTY 227,568 227,568
    WASTE MANAGEMENT INC 3.150% DUE 11/15/27 250,000.000 QTY 227,780 227,780
    WELLS FARGO & COMPANY 3.450% DUE 2/13/23 250,000.000 QTY 249,023 249,023
    WELLS FARGO & COMPANY 4.300% DUE 7/22/27 250,000.000 QTY 233,688 233,688
    WHIRLPOOL CORP 3.700% DUE 5/1/25 500,000.000 QTY 481,430 481,430

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADVERUM BIOTECHNOLOGIES (ADVM) 10,000.000 SHS 8,650 8,650
    ALPHABET INC SHS CL A (GOOGL) 20,000.000 SHS 1,890,200 1,890,200
    AMAZON.COM INC COM (AMZN) 38,400.000 SHS 3,933,696 3,933,696
    AT&T INC (T) 13,373.000 SHS 243,790 243,790
    AVALONBAY CMMUN INC (AVB) 15,000.000 SHS 2,626,800 2,626,800
    CITIGROUP INC (C) 7,307.000 SHS 335,099 335,099
    COMCAST CORP-CLASS A (CMCS) 4,175.000 SHS 163,869 163,869
    GENERAL MOTORS CO (GM) 9,014.000 SHS 286,104 286,104
    INTL BUSINESS MACHINES CORP (IBM) 19,458.000 SHS 2,690,847 2,690,847
    INVESCO MORTGAGE CAPITAL (PEG) 10,000.000 SHS 181,200 181,200
    JBG SMITH PROPERTIES REG (JBGS) 12,000.000 SHS 236,160 236,160
    KEYCORP (KEY) 5,440.000 SHS 97,213 97,213
    KYNDRYL HOLDINGS INC (KD) 3,897.000 SHS 37,626 37,626
    PUBLIC SERVICE ENTERPRISE GP (PEG) 3,000.000 SHS 168,210 168,210
    VERIZON COMMUNICATIONS INC (VZ) 8,222.000 SHS 307,256 307,256
    VISA INC CL A SHRS (V) 3,000.000 SHS 621,480 621,480
    VODAFONE GROP PLC-SP (VOD) 2,386.000 SHS 28,179 28,179
    VORNADO REALTY TRUST COM (VNO) 24,000.000 SHS 566,160 566,160
    WARNER BROS DISCOVERY INC (WBD) 3,235.000 SHS 42,055 42,055

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    US Government Securities - End of Year Book Value:

    675,810
    US Government Securities - End of Year Fair Market Value:

    675,810
    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 WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALLSTATE CORP PFD 5.100% (ALLPH) 2,000.000 QTY FMV 39,300 39,300
    AT&T INC (TPA) 14,000.000 QTY FMV 263,060 263,060
    AT&T INC (TPC) 5,800.000 QTY FMV 100,448 100,448
    AT&T INC 5.000% PERP SERIES A 20,000.000 QTY FMV 375,800 375,800
    BANK OF AMERICA CORP (BACPB) 15,000.000 QTY FMV 357,000 357,000
    BANK OF AMERICA CORP (BACPO) 7,200.000 QTY FMV 125,352 125,352
    BANK OF AMERICA CORP (BACPP) 2,000.000 QTY FMV 32,580 32,580
    BANK OF AMERICA CORP 5.375 PERP SERIES 10,000.000 QTY FMV 214,000 214,000
    BANK OF AMERICA CORP PFD (BACPM) 15,000.000 QTY FMV 321,000 321,000
    BANK OF AMERICA CORP PFD (BACPN) 9,000.000 QTY FMV 179,460 179,460
    BK OF AMER CORP VAR RT PERP MAT DTD 1/25/22 500,000.000 QTY FMV 401,250 401,250
    BK OF AMER CORP VAR RT PERP MAT DTD 3/15/18 1,250,000.000 QTY FMV 1,075,938 1,075,938
    BLACKROCK CORP HI YLD (HYT) 6,723.000 QTY FMV 58,490 58,490
    BLACKROCK ESG CAP 25,000.000 QTY FMV 341,500 341,500
    CAP ONE FINL CO VAR RT PERP MAT DTD 6/10/21 500,000.000 QTY FMV 374,020 374,020
    CAPITAL ONE FINANCIAL CO (COFPJ) 10,000.000 QTY FMV 174,000 174,000
    CAPITAL ONE FINANCIAL CO (COFPL) 17,550.000 QTY FMV 279,045 279,045
    CAPITAL ONE FINCL CO 4.800% PERP SERIES J 10,000.000 QTY FMV 174,000 174,000
    CHARLES SCHWAB CORP VAR RT PERP MAT DTD 10/31/17 250,000.000 QTY FMV 192,500 192,500
    CITIGROUP INC 47.125% PKF STK PERP 20,000.000 QTY FMV 499,200 499,200
    CITIGROUP INC SR NTS VAR DUE 11/24/27 250,000.000 QTY FMV 235,949 235,949
    CITIGROUP INC VAR RT PERP MAT DTD 1/23/20 500,000.000 QTY FMV 401,250 401,250
    CITIGROUP INC VAR RT PERP MAT DTD 10/27/21 500,000.000 QTY FMV 390,548 390,548
    CITIGROUP INC VAR RT PERP MAT DTD 10/29/12 250,000.000 QTY FMV 248,438 248,438
    CITIGROUP INC VAR RT PERP MAT DTD 4/24/15 500,000.000 QTY FMV 452,590 452,590
    DALLAS-FORT WORTH TX INTL ARPT 2.434% DUE 11/1/28 250,000.000 QTY FMV 214,230 214,230
    DALLAS-FORT WORTH TX INTL ARPT 2.554% DUE 11/1/30 100,000.000 QTY FMV 81,886 81,886
    DUKE ENERGY CORP (DUKPA) 5,000.000 QTY FMV 118,150 118,150
    ENERGY TRANSFER LP (ETPC) 6,000.000 QTY FMV 134,400 134,400
    ENLINK MIDSTREAM PARTNER VAR RT PERP MAT DTD 9/21/17 150,000.000 QTY FMV 115,365 115,365
    FHLMC 1579 CL PM 6.700% DUE 9/15/23 2,500,000.000 QTY FMV 2,988 2,988
    FHLMC 2104 CL Z 6.500% DUE 12/15/28 3,000,000.000 QTY FMV 13,105 13,105
    FHLMC 3393 CL BY 5.500% DUE 11/15/37 200,000.000 QTY FMV 11,706 11,706
    FIDELITY CONS INCOME BOND (FCVNX) 7,682.550 QTY FMV 76,595 76,595
    FIRST REPUBLIC BANK (FRCL) 4,300.000 QTY FMV 68,284 68,284
    FIRST REPUBLIC BANK 4.700% PERP SERIES J 10,000.000 QTY FMV 175,700 175,700
    FIRST REPUBLIC BANK 5.125% PERP SERIES H 10,000.000 QTY FMV 195,600 195,600
    FNMA 1993-255 CL E 7.100% DUE 12/25/23 200,000.000 QTY FMV 302 302
    FNMA 1994-61 CL E 7.500% DUE 4/25/24 50,000.000 QTY FMV 58 58
    FNMA 2007-30 CL KZ 5.000% DUE 4/25/37 900,000.000 QTY FMV 462,431 462,431
    GOLDMAN SACHS GROUP INC SR NTS VAR DUE 11/29/23 500,000.000 QTY FMV 501,498 501,498
    GOLDMAN SACHS GROUP INC VAR RT PERP MAT DTD 10/29/21 500,000.000 QTY FMV 392,500 392,500
    HP ENTERPRISE CO 4.900% DUE 10/15/25 500,000.000 QTY FMV 491,422 491,422
    ISHARES MBS ETF (MBB) 230.000 QTY FMV 20,778 20,778
    ISHARES US TREASURY BOND ETF (GOVT) 3,674.000 QTY FMV 82,371 82,371
    JBG SMITH PROPERTIES (JBGS) 111,738.000 QTY FMV 2,199,004 2,199,004
    JP MORGAN CHASE & CO 4.550% PERP SERIES JJ 10,000.000 QTY FMV 182,100 182,100
    JP MORGAN CHASE & CO 4.625% PERP SERIES LL 20,000.000 QTY FMV 370,800 370,800
    JP MORGAN CHASE & CO VAR RT PERP MAT DTD 7/31/19 110,000.000 QTY FMV 101,343 101,343
    JPM FLOAT RATE INC FD - CL I (JPHSX) 418,313.870 QTY FMV 3,476,188 3,476,188
    JPM INCOME FUND (JMSFX) 7,890.760 QTY FMV 64,389 64,389
    JPM MTGE BACKED SEC (JMBUX) 5,927.770 QTY FMV 57,677 57,677
    JPM SHORT DURATION BD FD - CL I (HLLVX) 59,359.200 QTY FMV 615,555 615,555
    JPM STRAT INC OPP FD - CL I (JSOSX) 124,378.990 QTY FMV 1,414,189 1,414,189
    JPMORGAN CHASE & CO (JPMPK) 13,625.000 QTY FMV 248,111 248,111
    JPMORGAN CHASE & CO PFD (JPMPC) 10,000.000 QTY FMV 244,000 244,000
    JPMORGAN CHASE & CO PFD (JPMPJ) 6,000.000 QTY FMV 118,560 118,560
    JPMORGAN CHASE & CO VAR RT PERP MAT DTD 10/20/17 500,000.000 QTY FMV 481,050 481,050
    JPMORGAN CHASE & CO VAR RT PERP MAT DTD 4/23/13 65,000.000 QTY FMV 63,375 63,375
    JPMORGAN CHASE & CO VAR RT PERP MAT DTD 7/29/13 355,000.000 QTY FMV 349,675 349,675
    JPMORGAN ULTRA-SHORT INCOME (JPST) 2,674.000 QTY FMV 133,941 133,941
    KEYCORP VAR RT PERP MAT DTD 9/9/16 250,000.000 QTY FMV 218,963 218,963
    M&T BK CORP VAR RT PERP MAT DTD 10/28/16 100,000.000 QTY FMV 87,168 87,168
    METLIFE INC 4.750% PERP SERIES F 10,000.000 QTY FMV 196,600 196,600
    METLIFE INC VAR RT PERP MAT DTD 9/10/20 500,000.000 QTY FMV 439,369 439,369
    MICROSOFT CORP SR NTS 4.200% DUE 11/3/25 250,000.000 QTY FMV 232,677 232,677
    MNSTY MCKY H/Y CORP BOND (MHYSX) 22,941.160 QTY FMV 111,723 111,723
    MORGAN STANLEY VAR RT PERP MAT DTD 10/2/20 500,000.000 QTY FMV 481,687 481,687
    NUVEEN PREFERRED SECURITY (NPSFX) 3,749.396 QTY FMV 55,566 55,566
    PGIM SHORT DUR HI YLD INC (HYSQX) 6,979.270 QTY FMV 56,113 56,113
    PIMCO MRTG OPP & BOND (PMZIX) 8,667.323 QTY FMV 82,513 82,513
    PNC FINL SERVICES VAR RT PERP MAT DTD 11/1/16 100,000.000 QTY FMV 85,622 85,622
    PNC FINL SERVICES VAR RT PERP MAT DTD 8/19/22 250,000.000 QTY FMV 236,800 236,800
    REGIONS FINANCIAL CORP - PFD (RFPB) 10,000.000 QTY FMV 247,000 247,000
    SCHWAB INTERMEDIATE TERM US (SCHR) 1,018.000 QTY FMV 49,556 49,556
    SOUTHERN CO 4.200% DUES 10/15/60 20,000.000 QTY FMV 357,000 357,000
    STATE OF ISRAEL BOND - 10TH JUBILEE FIX 10Y 3.500% DUE 12/1/26 FMV 250,000 250,000
    STATE OF ISRAEL BOND - 12TH JUBILEE FIX 5Y 1.830% DUE 12/1/26 FMV 195,000 195,000
    STATE OF ISRAEL BOND - 12TH JUBILEE FIX 5Y 2.730% DUE 4/1/27 FMV 565,000 565,000
    TEVA PHARMACEUT FIN BV 250,000.000 QTY FMV 247,500 247,500
    TIME WARNER INC 6.950% DUE 1/15/28 200,000.000 QTY FMV 202,684 202,684
    TRUIST FIN CORP VAR RT PERP MAT DTD 12/9/19 250,000.000 QTY FMV 242,500 242,500
    TRUIST FINL CORP VAR RT PERP MAT DTD 7/19/19 250,000.000 QTY FMV 224,438 224,438
    URBAN EDGE PROPERTIES (UE) 87,631.000 QTY FMV 1,237,350 1,237,350
    US BANCORP 3.750% PERP SERIES L 20,000.000 QTY FMV 302,600 302,600
    VANGUARD I/T INVEST GRD (VFIDX) 7,373.720 QTY FMV 59,358 59,358
    VANGUARD S/T CORP BOND (VCSH) 521.000 QTY FMV 38,549 38,549
    VORNADO REALTY TRUST (VNO) 223,477.000 QTY FMV 5,271,822 5,271,822
    VORNADO REALTY TRUST 5.250% PERP SERIES M 5,000.000 QTY FMV 80,100 80,100
    VOYA FINL INC VAR RT PERP MAT DTD 9/12/18 250,000.000 QTY FMV 243,750 243,750
    WELLS FARGO & COMPANY (WFCPQ) 13,000.000 QTY FMV 295,750 295,750
    WELLS FARGO & COMPANY (WFCPZ) 10,000.000 QTY FMV 180,000 180,000
    WELLS FARGO COMPANY 5.850% PERP SERIES 20,000.000 QTY FMV 455,000 455,000
    WISDOMTREE TR FLOATING RATE TREA (USFR) 3,947.000 QTY FMV 198,376 198,376
    WSTRN MN MUNI PWR ABY 2.545% DUE 1/1/28 500,000.000 QTY FMV 441,390 441,390

    TY 2021 OtherDecreasesSchedule
    Name:
    THE WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 20,523,228
    ADJUSTMENT TO OPENING BALANCE TO REFLECT LINE OF CREDIT LOAN PAYABLE 6,750,044


    TY 2021 OtherExpensesSchedule
    Name:
    THE WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 252 252   0
    BUSINESS REGISTRATION FEES 31 0   31
    OFFICE EXPENSES 163 0   163
    ADMINISTRATIVE FEES 13,529 0   13,529
    INSURANCE 668 0   668
    DUES AND SUBSCRIPTIONS 567 0   567


    TY 2021 OtherIncomeSchedule2
    Name:
    THE WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    STATE OF ISRAEL BONDS - OTHER INCOME 14,591 14,591 14,591
    PARTNERSHIP INCOME 15,562 20,063 15,562
    REFUNDED AMOUNT FROM NONPROFIT FINANCE FUND 3,162,000   3,162,000
    RESCINDED GRANTS 105,400   105,400


    TY 2021 OtherIncreasesSchedule
    Name:
    THE WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Description Amount
    TO CORRECT OPENING NET ASSET BALANCE TO AGREE TO FAIR MARKET VALUE 13,203,092


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Description Beginning of Year - Book Value End of Year - Book Value
    LOAN PAYABLE 0 652,939


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PHILANTHROPIC CONSULTING 400,000 0   400,000
    COMMUNICATIONS CONSULTING 90,000 0   90,000
    INVESTMENT CONSULTING FEES 36,000 36,000   0
    INVESTMENT MANAGEMENT FEES 3,643 3,643   0


    TY 2021 TaxesSchedule
    Name:
    THE WILF FAMILY FOUNDATION
    EIN:
    22-6075840
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 102,500 0   0