2026-03-17T13:52:48-05:00 2025-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990PF 2025-01-01 223411571 JOSEPH AND ELIZABETH WILF FOUNDATION INC JOSE 9739248246 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 ZYGMUNT WILF VICE PRESIDENT & TRUSTEE 9739248246 2026-03-09 1 JOSEPH L ALI CPA P02093808 2122862600 2025 2025-03-06 01:10:19Z X 56159912 X 5000000 371 371 1267656 1267656 -49758 3054767 0 6218269 1268027 0 0 0 2500 0 2500 6126 0 6126 37130 12130 0 241 210 31 45997 12340 8657 2280000 2280000 2325997 12340 2288657 3892272 1255687 39836 35226 35226 8092569 4139792 4139792 22876501 25323429 25323429 15441601 24276965 24276965 2410000 2384500 2384500 48860507 56159912 56159912 0 0 X 48860507 56159912 48860507 56159912 48860507 56159912 48860507 3892272 3407133 56159912 0 56159912 PUBLICLY TRADED SECURITIES 3054767 3104525 -49758 -49758 -49758 17454 0 17454 0 17454 27123 0 0 0 27123 X 0 9669 9669 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 0 0 0 0 0 0 LEONARD WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 PRESIDENT & TRUSTEE 0.25 0 0 0 ZYGMUNT WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 VICE PRESIDENT & TRUSTEE 0.25 0 0 0 MARK WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 SECRETARY & TRUSTEE 0.25 0 0 0 ELIZABETH 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 ELANA WILF TANZMAN 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 TRUSTEE 0.25 0 0 0 HALLE WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 TRUSTEE 0.25 0 0 0 JASON WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 TRUSTEE 0.25 0 0 0 JONATHAN WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 TRUSTEE 0.25 0 0 0 ORIN 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 STEPHANIE WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 TRUSTEE 0.25 0 0 0 STEVEN WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 44631867 5916249 0 50548116 0 0 50548116 758222 49789894 2489495 2489495 17454 17454 2472041 0 2472041 0 2472041 2288657 0 2288657 2472041 856183 0 0 2288657 856183 0 0 1432474 0 0 0 0 0 0 0 0 1039567 0 0 0 ELIZABETH WILF X AMERICAN FRIENDS OF OR NATIONAL MISSIONS ONE ROCKEFELLER PLAZA SUITE 2330 NEW YORK NY 10020 N/A PC PROGRAM SUPPORT 250000 BIRTHRIGHT ISRAEL FOUNDATION 711 THIRD AVENUE 10TH FLOOR NEW YORK NY 10017 N/A PC PROGRAM SUPPORT 500000 CENTRAL FUND OF ISRAEL 461 CENTRAL AVENUE CEDARHURST NY 11516 N/A PC PROGRAM SUPPORT 50000 JEWISH AGENCY FOR ISRAEL (JAFI) 633 THIRD AVE NO 2100 NEW YORK NY 100176706 N/A PC PROGRAM SUPPORT 500000 KEAN UNIVERSITY FOUNDATION INC 1000 MORRIS AVENUE UNION NJ 07083 N/A PC SCHOLARSHIP SUPPORT 30000 NATIONAL LIBRARY OF ISRAEL USA 1441 BROADWAY SUITE 6071 NEW YORK NY 10018 N/A PC CAPITAL SUPPORT 300000 PARK EAST SYNAGOGUE 164 EAST 68TH STREET NEW YORK NY 10065 N/A PC GENERAL OPERATING SUPPORT 500000 THE MIRYAM INSTITUTE INC PO BOX 243 GREAT NECK NY 11022 N/A PC PROGRAM SUPPORT 50000 THE YOUNG SCHOLARS INSTITUTE 349 W STATE STREET TRENTON NJ 086185705 N/A PC PROGRAM SUPPORT 25000 UJA-FEDERATION OF NEW YORK 130 EAST 59TH STREET NEW YORK NY 102614227 N/A PC PROGRAM SUPPORT 75000 2280000 0 14 371 14 1267656 18 -49758 0 1218269 0 1218269 0 0 0 0 0 0 0 0 0 0 X X 1 ELIZABETH WILF 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 5000000 X ACCOUNTING AND TAX PREPARATION FEES 6126 0 6126 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. ABBOTT LABORATORIES 4.750% DUE 11/30/36 500,000.000 QTY 503070 503070 ABBVIE, INC. 4.300% DUE 5/14/36 500,000.000 QTY 479730 479730 ALTRIA GROUP, INC. 4.800% DUE 2/14/29 250,000.000 QTY 254273 254273 AMERICAN EXPRESS CO VAR% DUE 5/26/33 500,000.000 QTY 507765 507765 ANTHEM INC 4.101% DUE 3/1/28 500,000.000 QTY 500470 500470 AT&T INC 3.800% DUE 2/15/27 250,000.000 QTY 249518 249518 AT&T INC 4.500% DUE 5/15/35 250,000.000 QTY 240145 240145 BANK OF NY MELLON CORP 3.000% DUE 10/30/28 250,000.000 QTY 243485 243485 BANK OF NY MELLON CORP 3.250% DUE 5/16/27 250,000.000 QTY 248293 248293 BANK OF NY MELLON CORP VAR% DUE 3/14/35 500,000.000 QTY 516630 516630 BRISTOL-MYERS SQUIBB CO 3.250% DUE 2/27/27 250,000.000 QTY 248733 248733 BRISTOL-MYERS SQUIBB CO 3.450% DUE 11/15/27 250,000.000 QTY 249098 249098 BROADCOM, INC. 3.419% DUE 4/15/33 500,000.000 QTY 462835 462835 CATEPILLAR, INC. 5.300% DUE 9/15/35 500,000.000 QTY 523665 523665 CITIGROUP, INC. 3.400% DUE 5/1/26 250,000.000 QTY 249528 249528 CITIGROUP, INC. 4.600% DUE 3/9/26 250,000.000 QTY 250170 250170 COCA-COLA CO 2.125% DUE 9/6/29 500,000.000 QTY 470865 470865 CONSOLIDATED EDISON CO 4.000% DUE 12/1/28 250,000.000 QTY 250713 250713 CVS HEALTH CORP 3.250% DUE 8/15/29 250,000.000 QTY 241333 241333 CVS HEALTH CORP 5.300% DUE 6/1/33 250,000.000 QTY 257793 257793 DEERE & COMPANY 3.100% DUE 4/15/30 250,000.000 QTY 240855 240855 ELI LILLY & CO 3.375% DUE 3/15/29 250,000.000 QTY 246250 246250 EXXON MOBIL CORPORATION 3.482% DUE 3/19/30 250,000.000 QTY 244465 244465 GOLDMAN SACHS GROUP, INC. 5.950% DUE 1/15/27 250,000.000 QTY 255058 255058 GOLDMAN SACHS GROUP, INC. VAR% DUE 7/23/35 500,000.000 QTY 513730 513730 HOME DEPOT, INC. 5.875% DUE 12/16/36 500,000.000 QTY 542205 542205 HONEYWELL INTERNATIONAL 4.950% DUE 2/15/28 250,000.000 QTY 255235 255235 HONEYWELL INTERNATIONAL 5.000% DUE 3/1/35 250,000.000 QTY 254635 254635 HP, INC. 3.400% DUE 6/17/30 250,000.000 QTY 239350 239350 HUMANA, INC. 3.950% DUE 3/15/27 250,000.000 QTY 249275 249275 HUMANA, INC. 4.875% DUE 4/1/30 250,000.000 QTY 253525 253525 IBM CORP 4.500% DUE 2/6/28 250,000.000 QTY 252478 252478 INTEL CORP 3.150% DUE 5/11/27 250,000.000 QTY 246938 246938 JPMORGAN CHASE & CO 3.300% DUE 4/1/26 250,000.000 QTY 249710 249710 JPMORGAN CHASE & CO VAR% DUE 7/22/35 500,000.000 QTY 515840 515840 LOCKHEED MARTIN CORP 4.750% DUE 2/15/34 500,000.000 QTY 506950 506950 MASTERCARD, INC. 3.350% DUE 3/26/30 375,000.000 QTY 366184 366184 MCDONALDS CORP 3.600% DUE 7/1/30 250,000.000 QTY 245310 245310 MCKESSON CORP 3.950% DUE 2/15/28 500,000.000 QTY 499905 499905 METLIFE, INC. 5.700% DUE 6/15/35 500,000.000 QTY 534185 534185 NORTHERN TRUST CORP 3.650% DUE 8/3/28 250,000.000 QTY 249443 249443 ORACLE CORP 4.500% DUE 5/6/28 250,000.000 QTY 249950 249950 PAYPAL HOLDINGS, INC. 5.100% DUE 4/1/35 500,000.000 QTY 508770 508770 PEPSICO INC 3.000% DUE 10/15/27 250,000.000 QTY 247518 247518 PFIZER, INC. 3.000% DUE 12/15/26 500,000.000 QTY 496615 496615 PFIZER, INC. 4.000% DUE 12/15/36 500,000.000 QTY 468960 468960 PHILIP MORRIS INTL INC 3.125% DUE 3/2/28 250,000.000 QTY 245935 245935 PNC BANK NA 3.250% DUE 1/22/28 250,000.000 QTY 247278 247278 PNC BANK NA 4.050% DUE 7/26/28 250,000.000 QTY 250363 250363 QUEST DIAGNOSTICS, INC. 3.450% DUE 6/1/26 250,000.000 QTY 249413 249413 QUEST DIAGNOSTICS, INC. 6.400% DUE 11/30/33 500,000.000 QTY 553580 553580 SOUTHERN CO 3.250% DUE 7/1/26 250,000.000 QTY 249138 249138 SOUTHERN CO 5.200% DUE 6/15/33 500,000.000 QTY 513715 513715 STARBUCKS CORP 2.250% DUE 3/12/30 500,000.000 QTY 461035 461035 TARGET CORP 2.650% DUE 9/15/30 500,000.000 QTY 468910 468910 THERMO FISHER SCIENTIFIC 5.086% DUE 8/10/33 500,000.000 QTY 518990 518990 TRUIST FINANCIAL CORP VAR% DUE 7/28/33 500,000.000 QTY 502860 502860 UNITEDHEALTH GROUP, INC. 3.100% DUE 3/15/26 250,000.000 QTY 249593 249593 UNITEDHEALTH GROUP, INC. 3.875% DUE 12/15/28 250,000.000 QTY 249808 249808 US BANCORP 3.150% DUE 4/27/27 500,000.000 QTY 496125 496125 VERIZON COMMUNICATIONS 3.875% DUE 2/8/29 125,000.000 QTY 124542 124542 VERIZON COMMUNICATIONS 4.400% DUE 11/1/34 250,000.000 QTY 241205 241205 VERIZON COMMUNICATIONS 5.250% DUE 4/2/35 500,000.000 QTY 508195 508195 WALMART, INC. 3.700% DUE 6/26/28 500,000.000 QTY 500965 500965 WALMART, INC. 4.100% DUE 4/15/33 500,000.000 QTY 499105 499105 WALT DISNEY CO 3.375% DUE 11/15/26 250,000.000 QTY 249103 249103 WASTE MANAGEMENT, INC. 3.150% DUE 11/15/27 250,000.000 QTY 247083 247083 WELLS FARGO & CO VAR% DUE 4/24/34 500,000.000 QTY 520215 520215 WELLS FARGO & CO VAR% DUE 5/22/28 250,000.000 QTY 248358 248358 AVALONBAY CMMUN INC (AVB) 18,500.000 QTY 3354235 3354235 BANK OF AMERICA CORP PFD STK SER KK 5.375% 10,000.000 QTY 219900 219900 BANK OF AMERICA CORP PFD STK SER PP 4.125% 10,000.000 QTY 171700 171700 CHEVRON CORP (CVX) 8,000.000 QTY 1219280 1219280 JP MORGAN CHASE & CO PFD STK SER LL 4.625% 80,000.000 QTY 1571200 1571200 KENVUE INC (KVUE) 2,425.000 QTY 41831 41831 MCDONALDS CORP (MCD) 1,000.000 QTY 305630 305630 MICROSOFT CORP (MSFT) 19,700.000 QTY 9527314 9527314 REGENERON PHARMACTCLS (REGN) 2,000.000 QTY 1543740 1543740 SOUTHERN CO PFD STK SER 2020C 4.200% 20,000.000 QTY 354800 354800 TAIWAN S MANUFACTURING (TSM) 20,000.000 QTY 6077800 6077800 US BANCORP PFD STK 3.750% 20,000.000 QTY 306600 306600 WALMART INC (WMT) 3,900.000 QTY 434499 434499 WELLS FARGO & CO PFD STK 4.750% 10,000.000 QTY 194900 194900 BLACKROCK ESG CAPITAL 25,000.000 QTY FMV 384500 384500 STATE OF ISRAEL BOND - 12TH JUBILEE FIX 2Y 4.730% DUE 3/1/26 FMV 1000000 1000000 STATE OF ISRAEL BOND - 12TH JUBILEE FIX 3Y 4.810% DUE 3/1/27 FMV 1000000 1000000 LEGAL FEES 2500 0 2500 BANK FEES 210 210 0 BUSINESS REGISTRATION FEES 31 0 31 UNREALIZED GAIN ON INVESTMENTS 3407133 FEDERAL EXCISE TAX 25000 0 0 FOREIGN TAXES 12130 12130 0