2026-08-10T15:07:58-05:00 2025-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990PF 2025-01-01 753224210 THE MARK AND JANE WILF FAMILY FOUNDATION INC MARK 9739248246 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 MARK WILF PRESIDENT & TRUSTEE 9739248246 2026-08-06 1 JOSEPH L ALI CPA P02093808 2122862600 2025 2025-03-06 01:10:19Z X 53177832 X 3067693 7 7 1109587 1109587 8563981 18188129 8563981 12741268 9673575 0 0 0 2500 0 2500 10787 0 10787 31 0 31 13318 0 13318 2228446 2227446 2241764 0 2240764 10499504 9673575 71269 24505 24505 3301067 9319181 9319181 24250842 25414193 25414193 11058938 13773238 13773238 9908450 4646715 4646715 48590566 53177832 53177832 0 0 X 48590566 53177832 48590566 53177832 48590566 53177832 48590566 10499504 0 59090070 5912238 53177832 PUBLICLY TRADED SECURITIES 18188129 9624148 8563981 8563981 8563981 134463 0 134463 0 134463 216283 0 0 0 216283 X 0 81820 81820 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 0 0 0 0 0 1 N/A PKF O'CONNOR DAVIES ADVISORY LLC 2122862600 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 MARK WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 PRESIDENT & TRUSTEE 0.25 0 0 0 JANE WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 VICE PRESIDENT & TRUSTEE 0.25 0 0 0 ZYGMUNT WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 TREASURER, SECRETARY & TRUSTEE 0.25 0 0 0 STEVEN WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 TRUSTEE 0.25 0 0 0 DANIEL WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 TRUSTEE 0.25 0 0 0 RACHEL S WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 43251315 3779490 0 47030805 0 0 47030805 705462 46325343 2316267 2316267 134463 134463 2181804 0 2181804 0 2181804 2240764 0 2240764 2181804 1754852 0 0 2240764 1754852 0 0 485912 0 0 0 0 0 0 0 0 1695892 0 0 0 MARK WILF JANE WILF X ABINGTON FRIENDS SCHOOL 575 WASHINGTON LANE JENKINTOWN PA 19046 N/A PC GENERAL OPERATING SUPPORT 5000 ADLER APHASIA CENTER 60 W HUNTER AVE MAYWOOD NJ 07607 N/A PC PROGRAM SUPPORT 250 AMERICAN CANCER SOCIETY INC 132 WEST 32ND STREET NEW YORK NY 10001 N/A PC PROGRAM SUPPORT 1000 AMERICAN DIABETES ASSOCIATION INC PO BOX 7023 MERRIFIELD VA 22116 N/A PC GENERAL OPERATING SUPPORT 1000 AMERICAN FRIENDS OF DUVDEVAN 29155 NORTHWESTERN HIGHWAY SOUTHFIELD MI 48034 N/A PC GENERAL OPERATING SUPPORT 2160 AMERICAN FRIENDS OF LEKET ISRAEL INC 384 WARWICK AVE TEANECK NJ 07666 N/A PC GENERAL OPERATING SUPPORT 50000 AMERICAN FRIENDS OF MDA 20 WEST 36TH STREET NEW YORK NY 10018 N/A PC GENERAL OPERATING SUPPORT 1800 AMERICAN FRIENDS OF MDA 20 WEST 36TH STREET NEW YORK NY 10018 N/A PC PROGRAM SUPPORT 5000 AMERICAN FRIENDS OF MIGDAL OHR 1325 AVENUE OF THE AMERICAS NEW YORK NY 10019 N/A PC GENERAL OPERATING SUPPORT 1000 AMERICAN FRIENDS OF SHALVA ISRAEL 441 LEXINGTON AVENUE NEW YORK NY 10017 N/A PC PROGRAM SUPPORT 23000 AMERICAN FRIENDS OF THE ISRAEL MUSEUM 545 FIFTH AVE NEW YORK NY 10017 N/A PC PROGRAM SUPPORT 15000 AMERICAN FRIENDS OF THE ISRAELI NAVY SEALS 138 W 133RD STREET NEW YORK NY 10030 N/A PC PROGRAM SUPPORT 3600 AMERICAN HEART ASSOCIATION PO BOX 840692 DALLAS TX 75284 N/A PC GENERAL OPERATING SUPPORT 1000 AXELROD PERFORMING ARTS CENTER INC 100 GRANT AVE DEAL PARK NJ 07723 N/A PC PROGRAM SUPPORT 1000 BREAKTHROUGH T1D (FORMERLY JUVENILE DIABETES RESEARCH FOUNDATION) 1400 K STREET NW SUITE 725 WASHINGTON DC 20005 N/A PC PROGRAM SUPPORT 1000 CENTER FOR JEWISH CULTURE AND CREATIVITY 2248 BROADWAY 1559 LOS ANGELES CA 90007 N/A PC PROGRAM SUPPORT 25000 CHAI LIFELINE INC 5 AIRPORT ROAD LAKEWOOD NJ 08701 N/A PC PROGRAM SUPPORT 500 CHARITIES AID FOUNDATION AMERICA 225 REINEKERS LANE SUITE 375 ALEXANDRIA VA 22314 N/A PC PROGRAM SUPPORT 5000 COALITION FOR THE HOMELESS INC 129 FULTON STREET NEW YORK NY 10038 N/A PC GENERAL OPERATING SUPPORT 1000 COLGATE UNIVERSITY 13 OAK DRIVE HAMILTON NY 13346 N/A PC PROGRAM SUPPORT 10000 COMMUNITY FOOD BANK OF NEW JERSEY INC 31 EVANS TERMINAL ROAD HILLSIDE NJ 07205 N/A PC PROGRAM SUPPORT 130000 CONGREGATION ETZ CHAIM 1 LAFAYETTE DRIVE LIVINGSTON NJ 07039 N/A PC GENERAL OPERATING SUPPORT 180 CROHN'S & COLITIS FOUNDATION OF AMERICA INC 498 SEVENTH AVENUE 20TH FLOOR NEW YORK NY 10018 N/A PC PROGRAM SUPPORT 5000 CYSTIC FIBROSIS FOUNDATION 6931 ARLINGTON ROAD BETHESDA MD 20814 N/A PC PROGRAM SUPPORT 5000 EMMANUEL CANCER FOUNDATION INC 77 BRANT AVENUE CLARK NJ 07066 N/A PC PROGRAM SUPPORT 1000 FAMILIAL DYSAUTONOMIA FOUNDATION INC 315 WEST 39TH STREET NEW YORK NY 10018 N/A PC GENERAL OPERATING SUPPORT 1000 FILM INDEPENDENT INC 5670 WILSHIRE BLVD 9TH FLOOR LOS ANGELES CA 90036 N/A PC PROGRAM SUPPORT 18000 FRIENDS OF THE ISRAEL DEFENSE FORCES INC 60 EAST 42ND STREET NEW YORK NY 10165 N/A PC PROGRAM SUPPORT 12200 FRIENDSHIP CIRCLE INTERNATIONAL - LIFETOWN 10 MICROLAB ROAD LIVINGSTON NJ 07039 N/A PC PROGRAM SUPPORT 5400 GOLDA OCH ACADEMY INC 1418 PLEASANT VALLEY WAY WEST ORANGE NJ 07052 N/A PC GENERAL OPERATING SUPPORT 20000 GOLDA OCH ACADEMY INC 1418 PLEASANT VALLEY WAY WEST ORANGE NJ 07052 N/A PC PROGRAM SUPPORT 5000 GREENLIGHT FUND GREATER NEWARK 50 MILK STREET 16TH FLOOR BOSTON MA 02109 N/A PC PROGRAM SUPPORT 10000 HOLLYWOOD GOLF CLUB FOUNDATION 510 ROSELD AVE DEAL NJ 07723 N/A PF SUPPORT FOR SCHOLARSHIP ASSISTANCE AND EMERGENCY FINANCIAL ASSISTANCE PROGRAMS 1000 IGLESIA CRISTIANA EMANUEL 24 KEARNY STREET NEWARK NJ 07104 N/A PC PROGRAM SUPPORT 1336 JEWISH AGENCY FOR ISRAEL INC 633 THIRD AVE NO 2100 NEW YORK NY 10017 N/A PC GENERAL OPERATING SUPPORT 3600 JEWISH COMMUNITY CENTER ON THE PALISADES INC 411 E CLINTON AVE TENAFLY NJ 07670 N/A PC GENERAL OPERATING SUPPORT 1800 JEWISH FEDERATION OF PALM BEACH COUNTY 1 HARVARD CIRCLE WEST PALM FL 33409 N/A PC PROGRAM SUPPORT 18000 JEWISH FEDERATION OF PALM BEACH COUNTY 1 HARVARD CIRCLE WEST PALM FL 33409 N/A PC GENERAL OPERATING SUPPORT 15000 JOURNEY4LIFE INC 1054 ENCHANTED WAY PACIFIC PLSDS CA 90272 N/A PC PROGRAM SUPPORT 10000 LAWFARE PROJECT INC 633 3RD AVE FL 21 NEW YORK NY 10017 N/A PC PROGRAM SUPPORT 25000 LEUKEMIA & LYMPHOMA SOCIETY INC 1311 MAMARONECK AVENUE WHITE PLAINS NY 10605 N/A PC GENERAL OPERATING SUPPORT 1000 LIGHTHOUSE GUILD INTERNATIONAL INC 250 WEST 64TH STREET NEW YORK NY 10023 N/A PC GENERAL OPERATING SUPPORT 1000 MARCH OF DIMES INC P O BOX 18819 ATLANTA GA 31126 N/A PC GENERAL OPERATING SUPPORT 1000 MEMORIAL SLOAN KETTERING CANCER CENTER 885 2ND AVENUE 7TH FLOOR NEW YORK NY 10021 N/A PC GENERAL OPERATING SUPPORT 500 MINNEAPOLIS INSTITUTE OF FINE ARTS 2400 THIRD AVENUE SOUTH MINNEAPOLIS MN 55404 N/A PC GENERAL OPERATING SUPPORT 25000 MORSELIFE FOUNDATION INC 4847 DAVID MACK DRIVE WEST PALM BEACH FL 33417 N/A PC GENERAL OPERATING SUPPORT 360 MOVING TRADITIONS 8380 OLD YORK ROAD ELKINS PARK PA 19027 N/A PC PROGRAM SUPPORT 15000 MRCC FOUNDATION INC 713 PASSAIC AVENUE WEST CALDWELL NJ 07006 N/A PC GENERAL OPERATING SUPPORT 1000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 1480 US HIGHWAY 9 NORTH WOODBRIDGE NJ 07095 N/A PC GENERAL OPERATING SUPPORT 1000 NEIGHBORHOOD COALITION FOR SHELTER INC 50 BROADWAY NEW YORK NY 10004 N/A PC GENERAL OPERATING SUPPORT 1800 NORTON MUSEUM OF ART INC 1450 SOUTH DIXIE HIGHWAY WEST PALM BCH FL 33401 N/A PC CAPITAL SUPPORT 200000 NORTON MUSEUM OF ART INC 1450 SOUTH DIXIE HIGHWAY WEST PALM BCH FL 33401 N/A PC GENERAL OPERATING SUPPORT 51000 OHEL AVRAHAM P O BOX 85391 CHICAGO IL 60689 N/A PC PROGRAM SUPPORT 5000 PALM BEACH COUNTRY CLUB FOUNDATION INC 760 N OCEAN BLVD PALM BEACH FL 33480 N/A PC GENERAL OPERATING SUPPORT 2000 PALM BEACH CULTURAL INNOVATION CENTER INC (DBA GLAZER HALL) 70 ROYAL POINCIANA WAY SUITE P70 PALM BEACH FL 33480 N/A PC GENERAL OPERATING SUPPORT 10000 PALM BEACH OPERA INC 1800 S AUSTRALIAN AVENUE WEST PALM BCH FL 33409 N/A PC GENERAL OPERATING SUPPORT 1800 PALM BEACH ORTHODOX SYNAGOGUE 120 NORTH COUNTY ROAD PALM BEACH FL 33480 N/A PC PROGRAM SUPPORT 5000 PALM BEACH ORTHODOX SYNAGOGUE 120 NORTH COUNTY ROAD PALM BEACH FL 33480 N/A PC GENERAL OPERATING SUPPORT 18000 SAVE THE CHILDREN FEDERATION INC 501 KINGS HIGHWAY EAST FAIRFIELD CT 06825 N/A PC GENERAL OPERATING SUPPORT 1000 SELFHELP COMMUNITY SERVICES INC 520 EIGHTH AVENUE NEW YORK NY 10018 N/A PC PROGRAM SUPPORT 1800 SIMON WIESENTHAL CENTER INC 1399 ROXBURY DRIVE LOS ANGELES CA 90035 N/A PC GENERAL OPERATING SUPPORT 1000 SOCIETY OF THE FOUR ARTS FOUR ARTS PLAZA PALM BEACH FL 33480 N/A PC GENERAL OPERATING SUPPORT 5000 SOLOMON R GUGGENHEIM FOUNDATION 1071 5TH AVENUE NEW YORK NY 10128 N/A PC GENERAL OPERATING SUPPORT 25000 SPARK YOUTH NYC INC 444 MADISON AVENUE 6TH FLOOR NEW YORK NY 10022 N/A PC PROGRAM SUPPORT 2500 SPECIAL OLYMPICS NEW JERSEY 3 PRINCESS ROAD LAWRENCEVILLE NJ 08648 N/A PC PROGRAM SUPPORT 1000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 N/A PC GENERAL OPERATING SUPPORT 1000 STAND TOGETHER DAY 6230 ORCHARD LAKE RD STE 230 FARMINGTN HLS MI 48322 N/A PC PROGRAM SUPPORT 10000 TEACH FOR AMERICA INC 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 N/A PC PROGRAM SUPPORT 100000 TEEN CANCER AMERICA 1250 6TH STREET SUITE 301 SANTA MONICA CA 90401 N/A PC PROGRAM SUPPORT 1000 THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (ASPCA) 424 E 92ND STREET NEW YORK NY 10128 N/A PC GENERAL OPERATING SUPPORT 360 THE FIRST TEE OF METROPOLITAN NEW YORK 3545 JEROME AVENUE BRONX NY 10467 N/A PC PROGRAM SUPPORT 17000 THE VALERIE FUND 2101 MILLBURN AVENUE MAPLEWOOD NJ 07040 N/A PC PROGRAM SUPPORT 1000 THE YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIATION (92ND STREET Y) 1395 LEXINGTON AVENUE NEW YORK NY 10128 N/A PC PROGRAM SUPPORT 5000 TOURO COLLEGE 500 SEVENTH AVENUE NEW YORK NY 10018 N/A PC PROGRAM SUPPORT 2500 UJA-FEDERATION OF NEW YORK 130 EAST 59TH STREET NEW YORK NY 10022 N/A PC GENERAL OPERATING SUPPORT 100000 UNITED WAY OF PALM BEACH COUNTY 477 S ROSEMARY AVE SUITE 230 WEST PALM BEACH FL 33401 N/A PC GENERAL OPERATING SUPPORT 2000 VALLEY OF THE SUN JCC 12701 N SCOTTSDALE RD STE 203 SCOTTSDALE AZ 85254 N/A PC PROGRAM SUPPORT 5000 VANDERBILT HILLEL 2421 VANDERBILT PLACE NASHVILLE TN 37212 N/A PC GENERAL OPERATING SUPPORT 20000 VANDERBILT UNIVERSITY 2201 WEST END AVENUE NASHVILLE TN 37240 N/A PC SCHOLARSHIP SUPPORT 1000000 VANDERBILT UNIVERSITY 2201 WEST END AVENUE NASHVILLE TN 37240 N/A PC GENERAL OPERATING SUPPORT 100000 VNS HEALTH 220 EAST 42ND STREET NEW YORK NY 10017 N/A PC ANNUAL SUPPORT 1000 VOLUNTEERS OF AMERICA INC 135 WEST 50TH STREET NEW YORK NY 10020 N/A PC ANNUAL SUPPORT 1000 WAREHOUSE NJ PO BOX 66 MILLBURN NJ 07041 N/A PC PROGRAM SUPPORT 1000 WHITE HOUSE HISTORICAL ASSOCIATION 740 JACKSON PLACE NW WASHINGTON DC 20006 N/A PC GENERAL OPERATING SUPPORT 35000 WISTAR INSTITUTE 3601 SPRUCE STREET PHILADELPHIA PA 19104 N/A PC GENERAL OPERATING SUPPORT 1000 YESHIVA UNIVERSITY 500 WEST 185TH STREET NEW YORK NY 10033 N/A PC GENERAL OPERATING SUPPORT 5000 2228446 0 14 7 14 1109587 18 8563981 0 9673575 0 9673575 0 0 0 0 0 0 0 0 0 0 X X 1 STEVEN WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 72000 X 2 MARK WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 2976358 X 3 DANIEL WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 19335 X 2 APPLE, INC (AAPL) 10,865.000 SHARES 2976358 2025-11-24 3 TESLA, INC (TSLA) 40.000 SHARES 19335 2025-12-18 ACCOUNTING AND TAX PREPARATION FEES 10787 0 10787 HOLLYWOOD GOLF CLUB FOUNDATION 510 ROSELD AVE DEAL NJ 07723 2025-01-20 1000 SUPPORT FOR SCHOLARSHIP ASSISTANCE AND EMERGENCY FINANCIAL ASSISTANCE PROGRAMS 1000 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 7/22/26 N/A 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. BK OF AMER CORP VAR RT PERP MAT DTD 07/24/2025 FACE 500,000 507853 507853 BK OF NY MELLON CORP VAR RT PERP MAT DTD 08/01/2016 FACE 1,050,000 1043199 1043199 BK OF NY MELLON CORP VAR RT PERP MAT DTD 09/10/2025 FACE 500,000 507638 507638 BP CAP MARKETS PLC VAR RT PERP MAT DTD 11/18/2024 FACE 200,000 206242 206242 CITIGROUP INC SR NTS VAR RT 02/13/2030 FACE 200,000 205230 205230 CITIGROUP INC VAR RT PERP MAT DTD 07/23/2025 FACE 500,000 519553 519553 CITIGROUP INC VAR RT PERP MAT DTD 07/30/2024 FACE 1,000,000 1054668 1054668 CITIGROUP INC VAR RT PERP MAT DTD 12/03/2024 FACE 200,000 203586 203586 FHLMC 4024 CL PI 4.5% 12/15/2041 FACE 625,000 2243 2243 FIFTH THIRD BANCORP VAR RT PERP MAT DTD 05/16/2013 FACE 625,000 626236 626236 FIFTH THIRD BANCORP VAR RT PERP MAT DTD 06/05/2014 FACE 1,215,000 1222798 1222798 FNMA STRIP 379 CL 2 5.5% 05/25/2037 FACE 2,000,000 2225 2225 FORD MTR CR CO LLC SR NTS 4.95% 05/28/2027 FACE 200,000 200726 200726 FORD MTR CR CO LLC SR NTS 6.95% 03/06/2026 FACE 750,000 751691 751691 GNMA 2008-74 CL CZ 6.0% 08/16/2038 FACE 250,000 38786 38786 GOLDMAN SACHS GROUP INC SR NTS VAR RT 10/21/2027 FACE 625,000 614430 614430 GOLDMAN SACHS GROUP INC VAR RT PERP MAT DTD 01/24/2025 FACE 200,000 207983 207983 GOLDMAN SACHS GROUP INC VAR RT PERP MAT DTD 09/26/2024 FACE 1,000,000 1013952 1013952 JPMORGAN CHASE & CO VAR RT PERP MAT DTD 02/04/2025 FACE 200,000 207822 207822 JPMORGAN CHASE & CO VAR RT PERP MAT DTD 03/12/2024 FACE 200,000 212103 212103 JPMRGN PREFER & INC SEC-I 237,781.049 SHARES 2354032 2354032 METLIFE INC VAR RT 03/15/2055 DTD 03/13/2025 FACE 500,000 527278 527278 PHILLIPS 66 CO VAR RT 03/15/2056 DTD 09/18/2025 FACE 500,000 497950 497950 WELLS FARGO & CO VAR RT PERP MAT DTD 07/23/2024 FACE 1,000,000 1045014 1045014 APPLE INC (AAPL) 53,765.000 SHARES 14616553 14616553 AT&T INC (TPC) 500.000 SHARES 9510 9510 BANK OF AMERICA CORP (BACP) 3,300.000 SHARES 68508 68508 BROOKFIELD FIN I UK PLC (BNJ) 14,820.000 SHARES 224227 224227 EQUITABLE HOLDINGS INC (EQHP) 2,000.000 SHARES 32540 32540 JPMORGAN CHASE & CO (JPMP) 2,000.000 SHARES 40480 40480 JPMORGAN US TECH LEADERS (JTEK) 27,750.000 SHARES 2499517 2499517 PRUDENTIAL FINANCIAL INC (PFH) 500.000 SHARES 8625 8625 SOUTHERN CO (SOJD) 900.000 SHARES 18216 18216 SOUTHERN CO (SOJE) 4,300.000 SHARES 76282 76282 TESLA INC (TSLA) 17,335.000 SHARES 7795896 7795896 THE COCA-COLA COMPANY (KO) 341.000 SHARES 23839 23839 ISHARES CORE S&P 500 ETF (IVV) 3,775.000 SHARES FMV 2585649 2585649 JPM INCOME FUND- CL I FUND 3491 (JMSIX) 122,540.480 SHARES FMV 1055073 1055073 JPMORGAN EQUITY PREMIUM INCO (JEPI) 17,575.000 SHARES FMV 1005993 1005993 LEGAL FEES 2500 0 2500 UNREALIZED LOSS ON INVESTMENTS 2927743 DIFFERENCE BETWEEN FAIR VALUE & DONOR COST OF CONTRIBUTED SECURITIES 2984495 BUSINESS REGISTRATION FEES 31 0 31