Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$147,653,426J 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) 13,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 9,494 9,494  
4 Dividends and interest from securities... 5,109,218 4,495,755  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -397,640
b Gross sales price for all assets on line 6a 15,608,426
7 Capital gain net income (from Part IV, line 2)... 40,621
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)....... Click to see attachment
List of Attached Documents:
// Content
394,451 614,883  
12 Total. Add lines 1 through 11........ 5,128,523 5,160,753  
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)....... Click to see attachment
List of Attached Documents:
// Content
10,398 0   10,398
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,123 6,123   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
543 512   31
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,064 6,635   10,429
25 Contributions, gifts, grants paid....... 12,039,533 12,039,533
26 Total expenses and disbursements. Add lines 24 and 25 12,056,597 6,635   12,049,962
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,928,074
b Net investment income (if negative, enter -0-) 5,154,118
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............   15,000 15,000
2 Savings and temporary cash investments......... 10,005,363 13,468,802 13,468,802
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,943,954 Click to see attachment
List of Attached Documents:
// Content
1,022,056 		1,022,056
b Investments—corporate stock (attach schedule)....... 50,497,201 Click to see attachment
List of Attached Documents:
// Content
61,645,021 		61,645,021
c Investments—corporate bonds (attach schedule)....... 65,427,437 Click to see attachment
List of Attached Documents:
// Content
63,670,736 		63,670,736
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,137,282 Click to see attachment
List of Attached Documents:
// Content
7,831,811 		7,831,811
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 137,011,237 147,653,426 147,653,426
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 137,011,237 147,653,426
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 137,011,237 147,653,426
30 Total liabilities and net assets/fund balances (see instructions). 137,011,237 147,653,426
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
137,011,237
2
Enter amount from Part I, line 27a .....................
2
-6,928,074
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
17,570,263
4
Add lines 1, 2, and 3 ..........................
4
147,653,426
5
Decreases not included in line 2 (itemize) right arrow
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
147,653,426
Form 990-PF (2023)
Form 990-PF (2023)
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 TESLA, INC (TSLA) 5,000.000 SHARES D 2020-02-04 2023-01-23
c TESLA, INC (TSLA) 2,500.000 SHARES D 2020-02-04 2023-02-09
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 14,373,563   15,555,353 -1,181,790
b 719,385   8,301 711,084
c 515,478   4,151 511,327
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       -1,181,790
b       711,084
c       511,327
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 40,621
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 71,642
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 71,642
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 71,642
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 315,795
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 315,795
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 244,153
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow244,153 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNJ
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
List of Attached Documents:
// Content
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowPKF O'CONNOR DAVIES ADVISORY LLC Telephone no.right arrow (212) 286-2600

Located atright arrow245 PARK AVENUE 12TH FLOORNEW YORKNY ZIP+4right arrow10167
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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 PRESIDENT, TREASURER & TRUSTEE
0.25 		0 0 0
820 MORRIS TURNPIKE
SHORT HILLS,NJ07078
MARK WILF VICE PRESIDENT, SECRETARY & TRUSTEE
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
131,006,201
b
Average of monthly cash balances.......................
1b
10,763,668
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
141,769,869
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
141,769,869
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,126,548
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
139,643,321
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,982,166
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
6,982,166
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
71,642
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
71,642
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,910,524
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,910,524
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
6,910,524
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
12,049,962
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
12,049,962
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 6,910,524
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,355,824
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 12,049,962
a Applied to 2022, but not more than line 2a 1,355,824
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 2023 distributable amount..... 6,910,524
e Remaining amount distributed out of corpus 3,783,614
5 Excess distributions carryover applied to 2023. 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 3,783,614
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,783,614
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 3,783,614
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

ALABAMA HOLOCAUST EDUCATION CENTER

2100 HIGHLAND AVENUE SOUTH
BIRMINGHAM,AL35205 		N/A PC CAPITAL SUPPORT 50,000

ALBERT EINSTEIN COLLEGE OF MEDICINE

1300 MORRIS PARK AVENUE ROOM 312
BRONX,NY10461 		N/A PC GENERAL OPERATING SUPPORT 15,000

ALZHEIMERS DRUG DISCOVERY FOUNDATION

57 W 57TH STREET SUITE 904
NEW YORK,NY10019 		N/A PC GENERAL OPERATING SUPPORT 5,000

AMERICA-ISRAEL CULTURAL FOUNDATION INC

178 COLUMBUS AVENUE PO BOX 237133
NEW YORK,NY10023 		N/A PC ANNUAL SUPPORT 2,500

AMERICAN FRIENDS OF OR NATIONAL MISSIONS

36 W 44TH STREET SUITE 1412
NEW YORK,NY100368102 		N/A PC PROGRAM SUPPORT 100,000

AMERICAN FRIENDS OF THE JORDAN RIVER VILLAGE

244 MADISON AVENUE
NEW YORK,NY10003 		N/A PC ANNUAL SUPPORT 10,000

AMERICAN ISRAEL EDUCATION FOUNDATION INC

251 H STREET NW
WASHINGTON,DC20001 		N/A PC ANNUAL SUPPORT 75,000

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

220 EAST 42ND STREET SUITE 400
NEW YORK,NY10017 		N/A PC ANNUAL SUPPORT 25,000

ANTI-DEFAMATION LEAGUE

605 THIRD AVE 9TH FL
NEW YORK,NY101580180 		N/A PC ANNUAL SUPPORT 100,000

BAT SHEVA MITZVAH CAMPAIGN INC

910 SALEM AVE
HILLSIDE,NJ07205 		N/A PC CAPITAL SUPPORT 5,000

BIRTHRIGHT ISRAEL FOUNDATION

711 THIRD AVENUE 10TH FL
NEW YORK,NY10017 		N/A PC PROGRAM SUPPORT 250,000

BNAI BRITH YOUTH ORGANIZATION INC

800 8TH STREET NW
WASHINGTON,DC200013724 		N/A PC PROGRAM SUPPORT 25,000

BRIS AVROHOM CENTER

910 SALEM AVENUE
HILLSIDE,NJ07205 		N/A PC GENERAL OPERATING SUPPORT 10,000

BRIS AVROHOM CENTER

910 SALEM AVENUE
HILLSIDE,NJ07205 		N/A PC ANNUAL SUPPORT 5,000

CALIFORNIA INSTITUTE OF TECHNOLOGY

1200 EAST CALIFORNIA BLVD
PASADENA,CA911250001 		N/A PC PROGRAM SUPPORT 100,000

CENTRAL EUROPE CENTER FOR RESEARCH & DOCUMENTATION

1141 LOXFORD TERRACE
SILVER SPRING,MD20901 		N/A PC PROGRAM SUPPORT 10,000

CHAMAH

420 LEXINGTON AVENUE SUITE 300
NEW YORK,NY10170 		N/A PC ANNUAL SUPPORT 2,500

CLAL-THE NATIONAL JEWISH CENTER FOR LEARNING AND LEADERSHIP INC

440 PARK AVENUE SOUTH
NEW YORK,NY10016 		N/A PC ANNUAL SUPPORT 10,000

CONGREGATION BEIS YISROEL

2835 SALEM AVENUE
ST LOUIS PARK,MN55416 		N/A PC PROGRAM SUPPORT 1,000

CONGREGATION BEIS YISROEL

2835 SALEM AVENUE
ST LOUIS PARK,MN55416 		N/A PC ANNUAL SUPPORT 1,000

CONGREGATION ETZ CHAIM

1 LAFAYETTE DRIVE
LIVINGSTON,NJ07039 		N/A PC ANNUAL SUPPORT 18,150

CONGREGATION ETZ CHAIM

1 LAFAYETTE DRIVE
LIVINGSTON,NJ07039 		N/A PC PROGRAM SUPPORT 62,600

CONNECTICUT PUBLIC BROADCASTING

1049 ASYLUM AVENUE
HARTFORD,CT06105 		N/A PC PROGRAM SUPPORT 100,000

COUNCIL ON FOREIGN RELATIONS

58 E 68TH STREET
NEW YORK,NY100655953 		N/A PC ANNUAL SUPPORT 25,000

CURE BREAST CANCER FOUNDATION INC

1122 CLIFTON AVENUE
CLIFTON,NJ07013 		N/A PC GENERAL OPERATING SUPPORT 12,000

FRIENDS OF THE ISRAEL FOOTBALL LEAGUE

85 CRESTON AVENUE
TENAFLY,NJ07670 		N/A PC PROGRAM SUPPORT 25,000

FRIENDS OF THE ISRAEL FOOTBALL LEAGUE

85 CRESTON AVENUE
TENAFLY,NJ07670 		N/A PC ANNUAL SUPPORT 25,000

FRIENDS OF UNITED HATZALAH

208 EAST 51ST STREET SUITE 8G
NEW YORK,NY10022 		N/A PC PROGRAM SUPPORT 60,000

GOLDA OCH ACADEMY

1418 PLEASANT VALLEY WAY
WEST ORANGE,NJ07052 		N/A PC PROGRAM SUPPORT 5,000

HENRY STREET SETTLEMENT

265 HENRY STREET
NEW YORK,NY100020000 		N/A PC PROGRAM SUPPORT 25,000

HERZL CAMP ASSOCIATION

4330 CEDAR LAKE RD S
MINNEAPOLIS,MN554163700 		N/A PC GENERAL OPERATING SUPPORT 5,000

HILLEL AT UNIVERSITY OF MARYLAND

7612 MOWATT LANE
COLLEGE PARK,MD20740 		N/A PC GENERAL OPERATING SUPPORT 2,500

HILLEL INTERNATIONAL

800 8TH STREET NW
WASHINGTON,DC20001 		N/A PC ANNUAL SUPPORT 50,000

JCC OF CENTRAL NJ

1391 MARTINE AVENUE
SCOTCH PLAINS,NJ07076 		N/A PC GENERAL OPERATING SUPPORT 5,000

JCC OF CENTRAL NJ

1391 MARTINE AVENUE
SCOTCH PLAINS,NJ07076 		N/A PC ANNUAL SUPPORT 15,000

JEWISH EDUCATIONAL CENTER

330 ELMORA AVENUE
ELIZABETH,NJ07208 		N/A PC PROGRAM SUPPORT 5,000

JEWISH EDUCATIONAL CENTER

330 ELMORA AVENUE
ELIZABETH,NJ07208 		N/A PC GENERAL OPERATING SUPPORT 110,000

JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY

655 WESTFIELD AVENUE
ELIZABETH,NJ07208 		N/A PC GENERAL OPERATING SUPPORT 51,650

JEWISH FEDERATION HEART OF NJ

230 OLD BRIDGE TURNPIKE
SOUTH RIVER,NJ08882 		N/A PC ANNUAL SUPPORT 5,000

JEWISH FEDERATION OF GREATER METROWEST NJ

901 ROUTE 10
WHIPPANY,NJ07981 		N/A PC PROGRAM SUPPORT 3,689,333

JEWISH FEDERATION OF GREATER METROWEST NJ

901 ROUTE 10
WHIPPANY,NJ07981 		N/A PC GENERAL OPERATING SUPPORT 100,000

JEWISH FEDERATIONS OF NORTH AMERICA

25 BROADWAY SUITE 1700
NEW YORK,NY100041010 		N/A PC ANNUAL SUPPORT 25,000

JEWISH FEDERATIONS OF NORTH AMERICA

25 BROADWAY SUITE 1700
NEW YORK,NY100041010 		N/A PC PROGRAM SUPPORT 1,760,000

JEWISH MUSEUM

1109 FIFTH AVENUE
NEW YORK,NY10128 		N/A PC GENERAL OPERATING SUPPORT 300,000

JEWISH NATIONAL FUND

42 EAST 69TH STREET
NEW YORK,NY100215093 		N/A PC ANNUAL SUPPORT 10,000

JTA-MJL NEW CORP

520 EIGHTH AVENUE 4TH FLOOR
NEW YORK,NY10018 		N/A PC ANNUAL SUPPORT 60,000

LIMMUD FSU INTERNATIONAL FOUNDATION

80 CENTRAL PARK WEST APT 2D
NEW YORK,NY100235204 		N/A PC ANNUAL SUPPORT 25,000

LISA B FISHMAN FOUNDATION INC

11 WEDGEWOOD DRIVE
MONTVILLE,NJ07045 		N/A PC ANNUAL SUPPORT 1,000

LUBAVITCH CHEDER DAY SCHOOL

1758 FORD PKWY
SAINT PAUL,MN551162120 		N/A PC ANNUAL SUPPORT 15,000

MIDDLE EAST MEDIA & RESEARCH INSTITUTE

PO BOX 27837
WASHINGTON,DC20038 		N/A PC ANNUAL SUPPORT 10,000

MINNEAPOLIS JEWISH DAY SCHOOL

4330 CEDAR LAKE ROAD
MINNEAPOLIS,MN55416 		N/A PC ANNUAL SUPPORT 1,000

MINNEAPOLIS JEWISH FEDERATION

4330 CEDAR LAKE ROAD SOUTH
MINNEAPOLIS,MN55416 		N/A PC ANNUAL SUPPORT 12,500

MINNESOTA HILLEL

1521 UNIVERSITY AVE SE
MINNEAPOLIS,MN554142021 		N/A PC CAPITAL SUPPORT 20,000

MUSEUM OF JEWISH HERITAGE

36 BATTERY PLACE
NEW YORK,NY10280 		N/A PC GENERAL OPERATING SUPPORT 10,000

NCSEJ

1120 20TH STREET NW SUITE 300N
WASHINGTON,DC20036 		N/A PC ANNUAL SUPPORT 1,000

NEW YORK UNIVERSITY SCHOOL OF LAW

22 WASHINGTON SQUARE NORTH 2ND FL
NEW YORK,NY10011 		N/A PC WEINFELD LAW FUND 25,000

NEWARK ACADEMY

91 SOUTH ORANGE AVENUE
LIVINGSTON,NJ07039 		N/A PC GENERAL OPERATING SUPPORT 25,000

NEWARK ACADEMY

91 SOUTH ORANGE AVENUE
LIVINGSTON,NJ07039 		N/A PC ANNUAL SUPPORT 18,000

OHR TORAH STONE INSTITUTIONS OF ISRAEL

49 WEST 45TH STREET SUITE 701
NEW YORK,NY100364603 		N/A PC ANNUAL SUPPORT 10,000

OUR PLACE IN NEW YORK

PO BOX 297187
BROOKLYN,NY11229 		N/A PC GENERAL OPERATING SUPPORT 10,000

PEF ISRAEL ENDOWMENT FUNDS

630 3RD AVENUE SUITE 1501
NEW YORK,NY10017 		N/A PC PROGRAM SUPPORT 5,000

PGA TOUR FIRST TEE FOUNDATION INC

13000 SAWGRASS VILLAGE CIRCLE
PONTE VEDRA BEACH,FL32082 		N/A PC ANNUAL SUPPORT 100,000

PRINCETON UNIVERSITY

100 OVERLOOK CENTER SUITE 300
PRINCETON,NJ08540 		N/A PC ANNUAL SUPPORT 10,000

PRINCETON UNIVERSITY

100 OVERLOOK CENTER SUITE 300
PRINCETON,NJ08540 		N/A PC CENTER FOR JEWISH LIFE 25,000

PRINCETON UNIVERSITY

100 OVERLOOK CENTER SUITE 300
PRINCETON,NJ08540 		N/A PC PROGRAM SUPPORT 35,000

PRIZMAH CENTER FOR JEWISH DAY SCHOOLS

254 WEST 54TH STREET 11TH FL
NEW YORK,NY100195516 		N/A PC GENERAL OPERATING SUPPORT 25,000

REUT USA

21550 OXNARD STREET SUITE 1000
WOODLAND HILLS,CA91367 		N/A PC PROGRAM SUPPORT 75,000

RUTGERS HILLEL

70 COLLEGE AVENUE
NEW BRUNSWICK,NJ08901 		N/A PC PROGRAM SUPPORT 50,000

RUTGERS UNIVERSITY FOUNDATION

335 GEORGE STREET LIBERTY PLAZA
SUITE 400
NEW BRUNSWICK,NJ08901 		N/A PC PROGRAM SUPPORT 90,000

SELFHELP COMMUNITY SERVICES

520 EIGHTH AVENUE
NEW YORK,NY10018 		N/A PC GENERAL OPERATING SUPPORT 7,500

TEACH FOR AMERICA

315 WEST 36TH STREET
NEW YORK,NY10018 		N/A PC PROGRAM SUPPORT 100,000

THE CONFERENCE OF PRESIDENTS OF MAJOR AMERICAN JEWISH ORGS FUND

633 THIRD AVENUE 21ST FL
NEW YORK,NY100178157 		N/A PC ANNUAL SUPPORT 15,000

TORAH ACADEMY OF MINNEAPOLIS

2800 JOPPA AVENUE SOUTH
ST LOUIS PARK,MN55416 		N/A PC GENERAL OPERATING SUPPORT 1,800

TORAT SHRAGA INC

1 COPPERBEECH LN
LAWRENCE,NY11559 		N/A PC GENERAL OPERATING SUPPORT 1,000

UJA FEDERATION OF NEW YORK

130 EAST 59TH STREET PO BOX 4227
NEW YORK,NY10022 		N/A PC PROGRAM SUPPORT 50,000

UNION COUNTY TORAH CENTER INC

111 LAUREL PLACE
WESTFIELD,NJ07090 		N/A PC ANNUAL SUPPORT 2,500

UNION COUNTY TORAH CENTER INC

111 LAUREL PLACE
WESTFIELD,NJ07090 		N/A PC GENERAL OPERATING SUPPORT 5,000

UNITED JEWISH FUND AND COUNCIL

790 SOUTH CLEVELAND
ST PAUL,MN55116 		N/A PC ANNUAL SUPPORT 12,500

UNIVERSITY OF PENNSYLVANIA

2929 WALNUT STREET SUITE 300
PHILADELPHIA,PA19104 		N/A PC GENERAL OPERATING SUPPORT 1,000,000

VANDERBILT UNIVERSITY

2201 WEST END AVENUE
NASHVILLE,TN37240 		N/A PC SCHOLARSHIPS 1,000,000

VISUAL ARTS CENTER OF NJ

68 ELM STREET
SUMMIT,NJ07901 		N/A PC PROGRAM SUPPORT 65,000

VISUAL ARTS CENTER OF NJ

68 ELM STREET
SUMMIT,NJ07901 		N/A PC CAPITAL SUPPORT 100,000

YESHIVA UNIVERSITY

500 WEST 185TH STREET
NEW YORK,NY10033 		N/A PC GENERAL OPERATING SUPPORT 100,000

YESHIVA UNIVERSITY

500 WEST 185TH STREET
NEW YORK,NY10033 		N/A PC SCHOLARSHIPS 1,612,500

YM-YWHA OF UNION COUNTY INC

501 GREEN LANE
UNION,NJ07083 		N/A PC ANNUAL SUPPORT 15,000
Total .................................right arrow 3a 12,039,533
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 9,494  
4 Dividends and interest from securities ....     14 5,109,218  
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 .....     01    
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -397,640  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL EXCISE TAX REFUND 		    01 394,451  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 5,115,523 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,115,523
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 13,000


(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE Z S & M WILF FOUNDATION INC
EIN:
22-3553441
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING AND TAX PREPARATION FEES 10,398 0   10,398

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
THE Z S & M WILF FOUNDATION INC
EIN:
22-3553441
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 2023 InvestmentsCorpBondsSchedule
Name:
THE Z S & M WILF FOUNDATION INC
EIN:
22-3553441
Name of Bond End of Year Book Value End of Year Fair Market Value
21ST CENTURY FOX AMERICA 3.700% DUE 10/15/25 (250,000.000 QTY) 242,708 242,708
AETNA INC 3.500% DUE 11/15/24 (500,000.000 QTY) 491,560 491,560
ALLSTATE CORP 03.280% DUE 12/15/26 (250,000.000 QTY) 240,860 240,860
AMAZON.COM INC 03.150% DUE 08/22/27 (500,000.000 QTY) 480,995 480,995
AMAZON.COM INC 5.200% DUE 12/3/25 (250,000.000 QTY) 252,880 252,880
AMERICAN EXPRESS CO 3.625% DUE 12/5/24 (500,000.000 QTY) 491,725 491,725
ANHEUSER-BUSCH INBEV WOR 04.000% DUE 04/13/28 (250,000.000 QTY) 247,095 247,095
ANHEUSER-BUSCH INBEV WOR 04.750% DUE 01/23/29 (250,000.000 QTY) 254,108 254,108
ANTHEM INC 02.875% DUE 09/15/29 (250,000.000 QTY) 229,478 229,478
ANTHEM INC 03.650% DUE 11/01/27 (250,000.000 QTY) 242,155 242,155
APPLE INC 03.350% DUE 02/09/27 (250,000.000 QTY) 243,638 243,638
APPLE INC 3.50% DUE 02/23/26 (250,000.000 QTY) 243,995 243,995
APPLE INC 3.850% DUE 5/4/43 (100,000.000 QTY) 89,020 89,020
BANK OF NEW YORK MELLON SER 0012 3.650% DUE 2/4/24 (250,000.000 QTY) 249,480 249,480
BANK OF NEW YORK MELLON SER 0012 3.650% DUE 2/4/27 (250,000.000 QTY) 239,712 239,712
BANK OF NY MELLON CORP 03.000% DUE 10/30/28 (250,000.000 QTY) 231,210 231,210
BANK OF NY MELLON CORP VAR DUE 2/7/28 (250,000.000 QTY) 240,708 240,708
BERKSHIRE HATHAWAY INC 3.125% DUE 03/15/26 (500,000.000 QTY) 486,100 486,100
BK OF AMER CORP VAR RT PERP MAT DTD (2,000,000.000 QTY) 1,782,453 1,782,453
BK OF AMER CORP VAR% DUE 9/5/24 (750,000.000 QTY) 743,092 743,092
BK OF NY MELLON CORP VAR% DUE 8/1/26 (1,000,000.000 QTY) 952,171 952,171
BOEING CO 6.875% DUE 3/15/39 (100,000.000 QTY) 114,079 114,079
BP CAP MARKETS PLC VAR RT PERP MAT DTD (750,000.000 QTY) 731,637 731,637
BRISTOL-MYERS SQUIBB CO 03.250% DUE 02/27/27 (500,000.000 QTY) 485,125 485,125
CAP ONE FINL CO VAR RT PERP MAT DTD (2,000,000.000 QTY) 1,602,878 1,602,878
CATERPILLAR INC 02.600% DUE 09/19/29 (250,000.000 QTY) 230,363 230,363
CATERPILLAR INC 3.400% DUE 05/15/24 (250,000.000 QTY) 248,130 248,130
CBS CORP 4.00% DUE 01/15/26 (250,000.000 QTY) 243,860 243,860
CIGNA CORP 04.375% DUE 10/15/28 (250,000.000 QTY) 247,843 247,843
CITIGROUP INC 04.450% DUE 09/29/27 (500,000.000 QTY) 488,350 488,350
CITIGROUP INC VAR RT PERP MAT DTD (2,000,000.000 QTY) 1,716,473 1,716,473
CITIGROUP INC VAR RT PERP MAT DTD (2,750,000.000 QTY) 2,531,133 2,531,133
CITIGROUP INC VAR% DUE 9/12/29 (4,000,000.000 QTY) 3,882,782 3,882,782
COLGATE-PALMOLIVE CO SER MTN 3.250% DUE 3/15/24 (250,000.000 QTY) 248,990 248,990
COMCAST CORP 3.300% DUE 02/01/27 (250,000.000 QTY) 241,333 241,333
ENERGY TRANSFER LP VAR% DUE 1/22/25 (8,610,000.000 QTY) 7,933,930 7,933,930
EXXON MOBIL CORPORATION 03.043% DUE 03/01/26 (250,000.000 QTY) 242,920 242,920
FIFTH THIRD BANCORP VAR% DUE 5/16/33 (625,000.000 QTY) 597,057 597,057
FIFTH THIRD BANCORP VAR% DUE 6/5/24 (2,750,000.000 QTY) 2,649,329 2,649,329
FORD MTR CR CO LLC 6.950% DUE 3/6/26 (750,000.000 QTY) 768,340 768,340
GEN MOTORS FINL CO VAR% 9/20/27 (1,000,000.000 QTY) 887,000 887,000
GENERAL MOTORS ACCPT CRP 08.000% DUE 11/01/31 (250,000.000 QTY) 273,148 273,148
GOLDMAN SACHS CAP II VAR DUE 5/15/27 (3,000,000.000 QTY) 2,496,660 2,496,660
GOLDMAN SACHS GROUP INC 03.800% DUE 03/15/30 (250,000.000 QTY) 235,153 235,153
GOLDMAN SACHS GROUP INC 3.850% DUE 07/08/24 (250,000.000 QTY) 247,738 247,738
GOLDMAN SACHS GROUP INC VAR RT PERP MAT DTD (2,000,000.000 QTY) 1,781,102 1,781,102
GOLDMAN SACHS GROUP INC VAR% DUE 10/21/27 (625,000.000 QTY) 571,763 571,763
HOME DEPOT INC 3.350% 09/15/25 (250,000.000 QTY) 245,095 245,095
HSBC HOLDINGS PLC VAR% DUE 9/12/26 (625,000.000 QTY) 630,876 630,876
HUMANA INC 03.950% DUE 03/15/27 (500,000.000 QTY) 489,040 489,040
INTEL CORP 03.150% DUE 05/11/27 (250,000.000 QTY) 240,430 240,430
JPMORGAN CHASE & CO 03.200% DUE 06/15/26 (250,000.000 QTY) 241,318 241,318
JPMORGAN CHASE & CO VAR RT PERP MAT DTD (7,125,000.000 QTY) 6,870,780 6,870,780
JPMORGAN CHASE & CO VAR% DUE 10/15/30 (500,000.000 QTY) 445,305 445,305
JPMORGAN CHASE & CO VAR% DUE 12/15/25 (750,000.000 QTY) 750,477 750,477
LOCKHEED MARTIN CORP 3.550% DUE 01/15/26 (250,000.000 QTY) 245,453 245,453
MASTERCARD INC 03.350% 03/26/30 (125,000.000 QTY) 119,418 119,418
MCDONALD'S CORP 3.700% DUE 01/30/26 (250,000.000 QTY) 245,770 245,770
MCDONALD'S CORP DUE 3.250% DUE 06/10/24 (250,000.000 QTY) 247,468 247,468
MCKESSON CORP GLB 03.950% DUE 02/16/28 (250,000.000 QTY) 245,268 245,268
MCKESSON CORP GLB 3.796% DUE 3/15/24 (250,000.000 QTY) 249,065 249,065
METLIFE INC GLB 3.600% DUE 4/10/24 (250,000.000 QTY) 248,595 248,595
MICROSOFT CORP 03.300% DUE 02/06/27 (250,000.000 QTY) 243,548 243,548
MICROSOFT CORP 3.125% DUE 11/03/25 (500,000.000 QTY) 488,190 488,190
NEWELL RUBBERMAID INC 4.00% DUE 12/1/24 (250,000.000 QTY) 245,170 245,170
NORFOLK SOUTHN CORP 7.050% DUE 5/1/37 (100,000.000 QTY) 111,192 111,192
NORTHERN TRUST CORP 03.150% DUE 05/03/29 (500,000.000 QTY) 471,310 471,310
NORTHERN TRUST CORP 03.650% DUE 08/03/28 (250,000.000 QTY) 241,793 241,793
PEPSICO INC 02.850% DUE 02/24/26 (250,000.000 QTY) 241,765 241,765
PEPSICO INC 03.000% DUE 10/15/27 (500,000.000 QTY) 480,560 480,560
PETROBRAS GLOBAL FIN 6.750% DUE 6/3/50 (1.000,000.00 QTY) 978,881 978,881
PFIZER INC 03.000% DUE 12/15/26 (250,000.000 QTY) 241,020 241,020
PFIZER INC 03.450% DUE 03/15/29 (250,000.000 QTY) 241,125 241,125
PFIZER INC 3.400% DUE 05/15/24 (250,000.000 QTY) 248,203 248,203
PNC BANK NA 03.250% DUE 01/22/28 (250,000.000 QTY) 235,290 235,290
PRUDENTIAL FINANCIAL INC 03.878% DUE 03/27/28 (310,000.000 QTY) 302,349 302,349
SOUTHERN CO 03.250% DUE 07/01/26 (250,000.000 QTY) 241,265 241,265
SOUTHERN POWER CO 4.150% DUE 12/1/25 (250,000.000 QTY) 246,265 246,265
STARBUCKS CORP 03.500% DUE 03/01/28 (500,000.000 QTY) 481,330 481,330
STARBUCKS CORP 03.550% DUE 08/15/29 (250,000.000 QTY) 241,185 241,185
STATE STREET CORP 02.650% 05/19/26 (250,000.000 QTY) 238,768 238,768
STATE STREET CORP 3.00% DUE 12/16/24 (250,000.000 QTY) 245,925 245,925
SVB FINL GROUP VAR RT PERP MAT DTD (2,000,000.000 QTY) 17,000 17,000
SYSCO CORPORATION 3.750% 10/1/25 (250,000.000 QTY) 244,003 244,003
TARGET CORP 02.650% DUE 09/15/30 (500,000.000 QTY) 448,225 448,225
TARGET CORP 3.500% DUE 07/1/24 (250,000.000 QTY) 247,733 247,733
THOMSON REUTERS CORP 3.850% DUE 09/29/24 (250,000.000 QTY) 246,265 246,265
TIME WARNER INC 3.875% DUE 01/15/26 (250,000.000 QTY) 242,030 242,030
UNITEDHEALTH GROUP INC 03.450% DUE 01/15/27 (250,000.000 QTY) 243,580 243,580
US BANCORP 03.100% DUE 04/27/26 (500,000.000 QTY) 479,295 479,295
USD THOMSON REUTERS 3.350% DUE 05/15/26 (250,000.000 QTY) 240,388 240,388
VENTAS REALTY LP 03.850% DUE 04/01/27 (250,000.000 QTY) 240,273 240,273
VERIZON COMMUNICATIONS 04.016% DUE 12/03/29 (125,000.000 QTY) 121,004 121,004
VERIZON COMMUNICATIONS 6.400% DUE 9/15/33 (100,000.000 QTY) 111,005 111,005
VISA INC 3.150% DUE 12/14/25 (500,000.000 QTY) 487,950 487,950
WALGREENS BOOTS ALLIANCE 03.450% DUE 06/01/26 (250,000.000 QTY) 237,723 237,723
WALMART INC 03.250% DUE 07/08/29 (250,000.000 QTY) 240,123 240,123
WALMART INC 03.700% DUE 06/26/28 (250,000.000 QTY) 247,210 247,210
WAL-MART STORES INC 3.300% DUE 4/22/24 (500,000.000 QTY) 496,680 496,680
WALT DISNEY COMPANY/THE 3.00% DUE 02/13/26 (500,000.000 QTY) 483,655 483,655
WELLS FARGO & COMPANY 04.300% DUE 07/22/27 (250,000.000 QTY) 244,843 244,843

TY 2023 InvestmentsCorpStockSchedule
Name:
THE Z S & M WILF FOUNDATION INC
EIN:
22-3553441
Name of Stock End of Year Book Value End of Year Fair Market Value
ADVERUM BIOTECHNOLOGIES INC (ADVM) 50,000.000 SHS 37,640 37,640
ALPHABET INC-CL C (GOOG) 20,000.000 SHS 2,818,600 2,818,600
AMAZON COM INC COM (AMZN) 48,000.000 SHS 7,293,120 7,293,120
APPLE INC (AAPL) 88,800.000 SHS 17,096,664 17,096,664
ARCHER-DANIELS-MIDLAND CO (ADM) 13,399.000 SHS 967,676 967,676
AT&T INC 5.000% PERP SERIES A 200,000.000 SHS 419,800 419,800
AVALONBAY CMMUN INC (AVB) 24,585.000 SHS 4,602,804 4,602,804
BANK OF AMERICA CORP 04.125% PFD STK SER PP 10,000.000 SHS 184,000 184,000
BANK OF AMERICA CORP 5.375% PFD STK SER KK 10,000.000 SHS 230,100 230,100
BRISTOL-MYERS SQUIBB CO (BMY) 5,000.000 SHS 256,550 256,550
CAPITAL ONE FINCL CO 4.800% PFD STK SER J 10,000.000 SHS 176,400 176,400
CHEVRON CORP (CVX) 1,700.000 SHS 253,572 253,572
CITIGROUP INC 7.125% PFD STK SER J 10,000.000 SHS 256,300 256,300
COCA COLA COM (KO) 6,000.000 SHS 353,580 353,580
DISNEY (WALT) CO COM STK (DIS) 800.000 SHS 72,232 72,232
ELI LILLY & CO (LLY) 10,700.000 SHS 6,237,244 6,237,244
ESSEX PPTY TR INC COM (ESS) 3,000.000 SHS 743,820 743,820
ILLUMINA INC (ILMN) 10,200.000 SHS 1,420,248 1,420,248
INTEL CORP (INTC) 17,975.000 SHS 903,244 903,244
JOHNSON AND JOHNSON COM (JNJ) 691.000 SHS 108,307 108,307
JOHNSON CONTROLS INTER (JCI) 20,000.000 SHS 1,152,800 1,152,800
JP MORGAN CHASE & CO 4.625% PFD STK SER LL 20,000.000 SHS 417,600 417,600
JPMORGAN CHASE & CO 4.550% PFD STK SER JJ 10,000.000 SHS 205,000 205,000
KENVUE INC (KVUE) 1,678.000 SHS 36,127 36,127
LOWE'S COMPANIES INC (LOW) 11,000.000 SHS 2,448,050 2,448,050
MCDONALDS CORP COM (MCD) 700.000 SHS 207,557 207,557
METLIFE INC 04.750% PFD STK SER F 10,000.000 SHS 204,000 204,000
MICROSOFT CORP (MSFT) 10,700.000 SHS 4,023,628 4,023,628
MONDELEZ INTERNATIONAL (MDLZ) 5,900.000 SHS 427,337 427,337
MORGAN STANLEY 04.250% PFD STK SER O 10,000.000 SHS 190,700 190,700
NOVARTIS AG-SPONSORED ADR (NVS) 5,000.000 SHS 504,850 504,850
ORACLE CORP (ORCL) 20,000.000 SHS 2,108,600 2,108,600
PAYPAL HOLDINGS INC SHS (PYPL) 3,000.000 SHS 184,230 184,230
PFIZER INC (PFE) 5,000.000 SHS 143,950 143,950
SANDOZ GROUP AG-ADR (SDZN) 1,000.000 SHS 32,010 32,010
SOUTHERN CO 04.2500% DUE 10/15/60 PFD STK 20,000.000 SHS 397,000 397,000
U.S. BANCORP 3.750% PFD STK 20,000.000 SHS 331,600 331,600
VERIZON COMMUNICATNS COM (VZ) 2,500.000 SHS 94,250 94,250
VORNADO REALTY TRUST 5.250% PFD STK 5,000.000 SHS 75,000 75,000
WALMART INC (WMT) 25,000.000 SHS 3,941,250 3,941,250
WALT DISNEY CO/THE (DIS) 970.000 SHS 87,581 87,581

TY 2023 InvestmentsGovtObligationsSch
Name:
THE Z S & M WILF FOUNDATION INC
EIN:
22-3553441
US Government Securities - End of Year Book Value:

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

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


1,022,056
State & Local Government Securities - End of Year Fair Market Value:


1,022,056


TY 2023 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
BLACKROCK ESG CAP 25,000.000 QTY FMV 403,250 403,250
BX STRATEGIC PARTNERS SECONDARIES IX FUND (OFFSHORE), LP 270.000 QTY FMV 288,835 288,835
JPM MANAGED INCOME FD - USO - L (JMGIX) 263,706.580 QTY FMV 2,639,703 2,639,703
JPMORGAN EQUITY PREMIUM INCO (JEPI) 17,575.000 QTY FMV 966,274 966,274
JPMRGN PREFER & INC SEC-I 235,366.770 QTY FMV 2,158,313 2,158,313
VORNADO REALTY TRUST (VNO) 48,688.000 QTY FMV 1,375,436 1,375,436

TY 2023 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
BANK FEES 512 512   0
BUSINESS REGISTRATION FEES 31 0   31


TY 2023 OtherIncomeSchedule2
Name:
THE Z S & M WILF FOUNDATION INC
EIN:
22-3553441
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 0 614,883 0
FEDERAL EXCISE TAX REFUND 394,451   394,451


TY 2023 OtherIncreasesSchedule
Name:
THE Z S & M WILF FOUNDATION INC
EIN:
22-3553441
Description Amount
UNREALIZED GAIN ON INVESTMENTS 17,570,263


TY 2023 TaxesSchedule
Name:
THE Z S & M WILF FOUNDATION INC
EIN:
22-3553441
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 6,123 6,123   0