TURRELL FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TURRELL FUND (EIN 22-1551936)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202443189349103904
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T16:53:19-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221551936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TURRELL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TURR | BusinessNameControlTxt |
| Phone | 9737839358 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 VAN VLECK STREET | AddressLine1Txt |
| City | MONTCLAIR | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD RIBEIRO | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 9737839283 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANAN SAMARA | PreparerPersonNm |
| PTIN | P02103452 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $115,914,621 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $168,249 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $168,249 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $592,821 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,449,701 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,876,954 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,435,943 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,714,038 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,996,938 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,638,024 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,328,926 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,144,625 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,442 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,069,183 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $414,136 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $414,136 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $517,996 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $16,461 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $501,535 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $81,260 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $81,260 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $67,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $64,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $760,191 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $648,940 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $111,251 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $180,482 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $43,327 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $97,969 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $100,023 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $100,023 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $126,046 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $126,046 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,553 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,553 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $404,134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $492,204 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $401,243 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,660,516 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,511,498 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,870,955 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,634,933 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,634,933 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,295,449 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,511,498 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,505,888 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$657,425 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,817,428 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500 | CashBOYAmt |
| Cash EOY | $500 | CashEOYAmt |
| Cash EOYFMV | $500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,434,309 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,849,654 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,849,654 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,515,628 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,647,533 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,647,533 | USGovtObligationsEOYFMVAmt |
| Mortgage Loans BOY | $1,356 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,374 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,374 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $100,850,288 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $101,411,060 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $101,411,060 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $206,885 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $112,008,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,914,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,914,621 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $323,330 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $323,330 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $111,685,636 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $115,914,621 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,685,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $115,914,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $112,008,966 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $115,914,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,685,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$657,425 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,886,410 | OtherIncreasesAmt |
| Subtotal | $115,914,621 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $115,914,621 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | $3,865,029 | $3,623,740 | $241,289 | $241,289 | |
| SSGA S&P GSCI ( R ) NL CTF (CM1Z) | -$92,188 | -$92,188 | P | ||
| HARRISON STREET CORE PROPERTY FUND, LP | $24 | $24 | P | ||
| ITALIAN REAL ESTATE SPECIAL SITUATIONS II FEEDER LTD | $1,903 | $1,903 | P | ||
| STRATEGIC FUNDS SPC ALPHA SEGREGATED | $371,432 | $371,432 | P | ||
| STRATEGIC U.S. EQUITY TRUST | $608,861 | $608,861 | P | ||
| WTC-CTF GLOBAL BOND OPPS US 1-10-YEAR TIPS | -$83,038 | -$83,038 | P | ||
| STRATEGIC EMERGING MARKETS EQUITY TR | -$84,039 | -$84,039 | P | ||
| STRATEGIC BUYOUT SERIES FUND LP | -$5,430 | -$5,430 | P | ||
| STRATEGIC PRIVATE EQUITY FUND V LP | $423,029 | $423,029 | P | ||
| STRATEGIC DEV MKTS EX US EQ TR | $199,329 | $199,329 | P | ||
| STRATEGIC GLOBAL EQUITY TRUST | $283,781 | $283,781 | P | ||
| PRISA PF LP | $4,796 | $4,796 | P | ||
| ARCM FEEDER FUND IV LTD | $61,731 | $61,731 | P | ||
| BAYVIEW MSR OPPORTUNITY OFFSHORE L.P. | $1,364 | $1,364 | P | ||
| BAYVIEW OPPORTUNITY OFFSHORE VI | $41,542 | $41,542 | P | ||
| TCW DIRECT LENDING VIII LLC | $3,368 | $3,368 | P | ||
| TCW DIRECT LENDING VII LLC | $37,314 | $37,314 | P | ||
| CAPITAL GAINS DIVIDENDS | $698,970 | $698,970 | $698,970 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,714,038 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $80,862 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $80,862 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $80,862 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $145,060 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $145,060 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $64,198 | OverpaymentAmt |
| Applied To ES Tax | $64,198 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TURRELLFUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD RIBEIRO CFOTREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9737839358 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 VAN VLECK STREET | AddressLine1Txt |
| City | MONTCLAIR | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CURTLAND E FIELDS | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | PRESIDENT & CEO/SECRETARY | 50.00 | $754,425 | $100,397 | $45,000 |
| RICHARD A RIBEIRO | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | CFO/TREASURER | 50.00 | $256,500 | $102,892 | $0 |
| S LAWRENCE PRENDERGAST | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | CHAIRPERSON | 10.00 | $2,500 | $0 | $0 |
| ROBERT E ANGELICA | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $2,500 | $0 | $0 |
| ELIZABETH W CHRISTIE | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| REVEREND WILLIAM S GANNON THRU 523 | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $2,500 | $0 | $0 |
| JUNLEI LI | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| JOHN MORNING | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $2,500 | $0 | $0 |
| REVEREND JOHN P MITCHELL | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MARK SUSTIC | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $2,500 | $0 | $0 |
| MATTHEW E MELMED | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $2,500 | $0 | $0 |
| WILLIAM H HAMMOND | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| KIM KEISER | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MADISON MCHUGH-THIEKE | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | ASSISTANT SECRETARY/SENIOR DIR OF OPER | 50.00 | $116,200 | $43,225 | $0 |
| HANNAH ASSEFA | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| JEREMY JOHNSON | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $2,500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| EVAN DELGADO | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | PRESIDENT OF PROGRAM | 50.00 | $221,540 | $45,181 | $0 |
| ANDRES MONCLUT | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | DIRECTOR OF GRANTS M | 50.00 | $75,078 | $23,048 | $0 |
| STANLEY T CARROLL | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | IMPLEMENTATION SPECI | 37.50 | $60,161 | $9,024 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STRATEGIC INVESTMENT GROUP | ||||||
| 1001 NINETHEENTH STREET NORTH 16TH | FLOOR | ARLINGTON | VA | 22209 | OCIO/INVESTMENT MANAGEMENT | $422,927 |
| NORTHEAST TECHNOLOGY SUPPORT | ||||||
| 32 EKLUND BLVD | NESCONSET | NY | 11767 | IT SERVICES | $166,572 | |
| BNY MELLON | ||||||
| 500 GRANT STREET | PITTSBURGH | PA | 15258 | CUSTODIAN | $97,928 | |
| PKF O'CONNOR DAVIES LLP | ||||||
| 245 PARK AVENUE 12TH FLOOR | NEW YORK | NY | 10167 | AUDIT AND TAX SERVICES | $66,750 | |
| CHIESA SHAHINIAN GIANTOMASI | ||||||
| ONE BOLAND DRIVE | WEST ORANGE | NJ | 07052 | LEGAL FEES | $56,313 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STMT 16 | Description1Txt |
| Expenses1 | $1,350,710 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $110,024,051 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,089,439 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $113,117,990 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $113,117,990 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,696,770 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $111,421,220 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,571,061 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,571,061 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $80,862 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,712 | IncomeTaxAmt |
| Total Tax | $82,574 | TotalTaxAmt |
| Distributable Before Adj | $5,488,487 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,488,487 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,488,487 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,505,888 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,505,888 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,488,487 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $888,133 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,095,341 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $375,389 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $685,942 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,044,805 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,505,888 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,488,487 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,017,401 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,062,206 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,062,206 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $888,133 | ExcessFromYear4Amt |
| Excess From Year3 | $1,095,341 | ExcessFromYear3Amt |
| Excess From Year2 | $375,389 | ExcessFromYear2Amt |
| Excess From Year1 | $685,942 | ExcessFromYear1Amt |
| Excess From Current Year | $1,017,401 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EVAN DELGADO PRESIDENT OF PROGRAMS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 VAN VLECK STREET | AddressLine1Txt |
| City | MONTCLAIR | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9737839358 | RecipientPhoneNum |
| Form And Info And Materials | ALL GRANT APPLICATIONS MUST BE SUBMITTED ON-LINE. THE FOLLOWING ATTACHMENTS ARE TO BE INCLUDED WITH THE GRANT APPLICATION: IRS DETERMINATION LETTER OF THE ORGANIZATION (TAX EXEMPTION) FORM 990 FOR THE MOST RECENT YEAR AVAILABLE ORGANIZATION'S OPERATING BUDGET FOR THE COMING YEAR LIST OF THE NAMES OF THE ORGANIZATION'S BOARD OF DIRECTORS AND THEIR AFFILIATIONS AUDITED FINANCIAL STATEMENTS FOR THE MOST RECENT YEAR AVAILABLE EXPENSE AND INCOME BUDGET FOR THE PARTICULAR PROJECT OR PROGRAM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 1 AND AUGUST 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE GIVEN TO ORGANIZATIONS IN NEW JERSEY (UNION, ESSEX, HUDSON PASSAIC COUNTIES) & VERMONT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (156 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ACRE FAMILY CHILD CARE | ||||||||
| 55 MIDDLE STREET 5TH FLOOR SUITE | 500 | LOWELL | MA | 01852 | N/A | PC | PROGRAM SUPPORT | $7,500 |
| ADVOCATES FOR CHILDREN OF NEW JERSEY | ||||||||
| 35 HALSEY STREET | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $153,500 | |
| AMERICAN COMPOSERS ORCHESTRA | ||||||||
| 494 EIGHTH AVENUE SUITE 503 | NEW YORK | NY | 10001 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| APOSTLES' HOUSE | ||||||||
| 24 GRANT ST | NEWARK | NJ | 071043708 | N/A | PC | PROGRAM SUPPORT | $3,500 | |
| ARTS BUS INC | ||||||||
| 67 N MAIN STREET | RANDOLPH | VT | 05060 | N/A | PC | PROGRAM SUPPORT | $7,900 | |
| BARTON LIBRARY CLUB | ||||||||
| 100 CHURCH STREET | BARTON | VT | 05822 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| BIG BROTHERS BIG SISTERS OF ESSEX HUDSON & UNION COUNTIES | ||||||||
| 550 BROAD ST SUITE 604 | NEWARK | NJ | 071024537 | N/A | PC | PROGRAM SUPPORT | $11,300 | |
| BOYS & GIRLS CLUB OF PATERSON INC | ||||||||
| 264 21ST AVENUE | PATERSON | NJ | 075013506 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| BRATTLEBORO MUSEUM AND ART CENTER INC | ||||||||
| 10 VERNON ST | BRATTLEBORO | VT | 053013389 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| BUILDING BRIGHT FUTURES STATE ADVISORY COUNCIL INC | ||||||||
| 600 BLAIR PARK ROAD SUITE 160 | WILLISTON | VT | 05495 | N/A | PC | PROGRAM SUPPORT | $7,000 | |
| BURLINGTON IRISH HERITAGE FESTIVAL | ||||||||
| PO BOX 311 | BURLINGTON | VT | 054020311 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| BURLINGTON SCHOOL DISTRICT INTEGRATED ARTS ACADEMY | ||||||||
| 6 ARCHIBALD STREET | BURLINGTON | VT | 05401 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| CANDID | ||||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | PROGRAM SUPPORT | $8,000 | |
| CARNEGIE HALL | ||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 100193210 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| CATAMOUNT FILM & ARTS CO | ||||||||
| PO BOX 324 | ST JOHNSBURY | VT | 058190324 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| CAUCUS EDUCATIONAL CORPORATION INC | ||||||||
| 25 POMPTON AVE STE 204 | VERONA | NJ | 070442938 | N/A | PC | PROGRAM SUPPORT | $150,000 | |
| CENTER FOR EDUCATION AND JUVENILE JUSTICE | ||||||||
| 406 PARKER ST | NEWARK | NJ | 07104 | N/A | PC | PROGRAM SUPPORT | $66,000 | |
| CHANDLER CENTER FOR THE ARTS INC | ||||||||
| 71 N MAIN ST 73 | RANDOLPH | VT | 050601105 | N/A | PC | PROGRAM SUPPORT | $1,500 | |
| CHILD CARE AWARE OF AMERICA | ||||||||
| 1515 N COURTHOUSE RD | ARLINGTON | VA | 222012909 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| CHILDREN'S AID AND FAMILY SERVICES | ||||||||
| 200 ROBIN RD | PARAMUS | NJ | 07652 | N/A | PC | PROGRAM SUPPORT | $31,000 | |
| CHILDREN'S DAY PRESCHOOL AND FAMILY CENTER | ||||||||
| 104 JEFFERSON STREET | PASSAIC | NJ | 070555114 | N/A | PC | PROGRAM SUPPORT | $40,000 | |
| COMMON ROOTS INC | ||||||||
| PO BOX 9335 | S BURLINGTON | VT | 054079335 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| COMMUNITY FOODBANK OF NEW JERSEY INC | ||||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | N/A | PC | PROGRAM SUPPORT | $25,500 | |
| COMMUNITY FOUNDATION OF NEW JERSEY (FIRST 1000 DAYS) | ||||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | N/A | PC | PROGRAM SUPPORT | $100,000 | |
| COMMUNITY FOUNDATION OF NEW JERSEY (SUMMER FUN) | ||||||||
| PO BOX 338 | MORRISTOWN | NJ | 079630338 | N/A | PC | PROGRAM SUPPORT | $15,500 | |
| COMMUNITY FOUNDATION OF NEW JERSEY (WILHELMINA HOLDER STUDENT ASSISTANCE FU | ||||||||
| POST OFFICE BOX 338 | MORRISTOWN | NJ | 079630338 | N/A | PC | PROGRAM SUPPORT | $12,500 | |
| COURT APPOINTED SPECIAL ADVOCATES - PASSAIC COUNTY | ||||||||
| 415 HAMBURG TURNPIKE | WAYNE | NJ | 074702129 | N/A | PC | PROGRAM SUPPORT | $153,500 | |
| CUMACECHO INC | ||||||||
| PO BOX 2721 | PATERSON | NJ | 075051601 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| DAILEY MEMORIAL LIBRARY | ||||||||
| 101 JUNIOR HIGH DRIVE | DERBY | VT | 05829 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| EAGLE FLIGHT SQUADRON INC | ||||||||
| PO BOX 5326 | EAST ORANGE | NJ | 070195326 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| EDUCATIONAL ARTS TEAM | ||||||||
| 300 MORRIS PESIN DR | JERSEY CITY | NJ | 07305 | N/A | PC | PROGRAM SUPPORT | $7,500 | |
| ELIZABETH COALITION TO HOUSE THE HOMELESS | ||||||||
| 118 DIVISION STREET | ELIZABETH | NJ | 07201 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| EVA'S VILLAGE INC | ||||||||
| 393 MAIN STREET | PATERSON | NJ | 07501 | N/A | PC | PROGRAM SUPPORT | $13,500 | |
| EXPONENT PHILANTHROPY | ||||||||
| 1720 N ST NW | WASHINGTON | DC | 200362907 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| FAMILY GARDEN | ||||||||
| 861 WESTERN AVE | BRATTLEBORO | VT | 053016149 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| FAMILY PROMISE OF ESSEX COUNTY INC | ||||||||
| 46 PARK ST | MONTCLAIR | NJ | 07042 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| FOCUS INC (NEWARK DEBATE ACADEMY) | ||||||||
| 441 BROAD STREET | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $43,000 | |
| FOOD RESEARCH AND ACTION CENTER (FRAC) | ||||||||
| 1200 18TH ST NW STE 400 | WASHINGTON | DC | 200362527 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| FOREST HILL COMMUNITY ASSOCIATION | ||||||||
| PO BOX 9481 | NEWARK | NJ | 071040481 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| FRIENDS OF NORTH BRANCH NATURE CENTER | ||||||||
| 713 ELM ST | MONTPELIER | VT | 05602 | N/A | PC | PROGRAM SUPPORT | $6,500 | |
| GENERATIONS UNITED | ||||||||
| 80 F STREET NW | WASHINGTON | DC | 200011528 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| GLASSROOTS INC | ||||||||
| 10 BLEEKER ST | NEWARK | NJ | 071021903 | N/A | PC | PROGRAM SUPPORT | $7,500 | |
| GLOVER PUBLIC LIBRARY | ||||||||
| 51 BEAN HILL ROAD | GLOVER | VT | 05839 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| GOOD BEGINNINGS OF CENTRAL VERMONT | ||||||||
| 174 RIVER STREET STE 1 | MONTPELIER | VT | 056023827 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| GRACE CHURCH IN NEWARK | ||||||||
| 950 BROAD STREET | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| GRAMMAR SCHOOL | ||||||||
| 69 HICKORY RIDGE RD S | PUTNEY | VT | 053468876 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| GRAY CHARTER SCHOOL | ||||||||
| 55 LIBERTY STREET | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $60,000 | |
| GREATER BERGEN COMMUNITY ACTION INC | ||||||||
| 392 MAIN ST | HACKENSACK | NJ | 076015805 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| GREATER NEWARK CONSERVANCY | ||||||||
| 32 PRINCE STREET | NEWARK | NJ | 07103 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| HACKENSACK UNIVERSITY MEDICAL FOUNDATION | ||||||||
| 160 ESSEX ST SUITE 101 | LODI | NJ | 076442709 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| HARLEM CHAMBER PLAYERS INC | ||||||||
| 279 WEST 117TH STREET | NEW YORK | NY | 100262109 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| HENRY STREET SETTLEMENT | ||||||||
| 265 HENRY ST | NEW YORK | NY | 100024808 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| HUMAN NEEDS FOOD PANTRY INC | ||||||||
| 9 LABEL ST | MONTCLAIR | NJ | 070423848 | N/A | PC | PROGRAM SUPPORT | $1,500 | |
| HUNGER FREE VERMONT INC | ||||||||
| 38 EASTWOOD DRIVE SUITE 100 | SOUTH BURLINGTON | VT | 054034403 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| INCLUSIVE ARTS VERMONT (FORMERLY VSA VERMONT) | ||||||||
| PO BOX 236 | ESSEX JUNCTION | VT | 05452 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| INSTITUTE OF MUSIC FOR CHILDREN INC | ||||||||
| 780 SALEM AVENUE | ELIZABETH | NJ | 07208 | N/A | PC | PROGRAM SUPPORT | $12,750 | |
| IRONBOUND COMMUNITY CORPORATION | ||||||||
| 317 ELM STREET | NEWARK | NJ | 07105 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| ISLAND POND PUBLIC LIBRARY | ||||||||
| PO BOX 422 | ISLAND POND | VT | 05846 | N/A | PC | PROGRAM SUPPORT | $4,500 | |
| JAZZ HOUSE KIDS | ||||||||
| 347 BLOOMFIELD AVENUE LOWER LEVEL | MONTCLAIR | NJ | 07042 | N/A | PC | PROGRAM SUPPORT | $10,500 | |
| JERSEYCAN | ||||||||
| 1380 MONROE STREET NORTHWEST 413 | WASHINGTON | DC | 20010 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| JEWISH FAMILY SERVICE AGENCY OF CENTRAL JERSEY | ||||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 072081325 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| KEEPING BABIES SAFE INC | ||||||||
| 16 MOUNT BETHEL ROAD 245 | WARREN | NJ | 070595604 | N/A | PC | PROGRAM SUPPORT | $12,500 | |
| KENT PLACE SCHOOL | ||||||||
| 42 NORWOOD AVE | SUMMIT | NJ | 079011913 | N/A | PC | PROGRAM SUPPORT | $22,500 | |
| KIDS IN BUSINESS INC | ||||||||
| 74 BEACH STREET | BLOOMFIELD | NJ | 070033502 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| LAKE CHAMPLAIN WALDORF SCHOOL | ||||||||
| 359 TURTLE LN | SHELBURNE | VT | 054827649 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| LET'S GROW KIDS | ||||||||
| 19 MARBLE AVE SUITE 4 | BURLINGTON | VT | 05401 | N/A | PC | PROGRAM SUPPORT | $451,000 | |
| MAGIC MOUNTAIN CHILDRENS CENTER INC | ||||||||
| 114 N WINDSOR ST A | S ROYALTON | VT | 050680000 | N/A | PC | PROGRAM SUPPORT | $7,500 | |
| MAIN STREET COUNSELING SERVICE | ||||||||
| 8 MARCELLA AVE | WEST ORANGE | NJ | 07052 | N/A | PC | PROGRAM SUPPORT | $44,000 | |
| MARLBORO SCHOOL OF MUSIC INC | ||||||||
| 1528 WALNUT ST STE 301 | PHILADELPHIA | PA | 191023602 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| MENTAL HEALTH ASSOCIATION IN PASSAIC COUNTY | ||||||||
| 404 CLIFTON AVE | CLIFTON | NJ | 07011 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| MENTAL HEALTH CLINIC OF PASSAIC | ||||||||
| 1451 VAN HOUTEN AVENUE | CLIFTON | NJ | 07013 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| MONTCLAIR ART MUSEUM | ||||||||
| 3 SOUTH MOUNTAIN AVENUE | MONTCLAIR | NJ | 070421747 | N/A | PC | PROGRAM SUPPORT | $6,000 | |
| MONTCLAIR BRANCH NAACP | ||||||||
| PO BOX 353 | MONTCLAIR | NJ | 07042 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| MONTCLAIR FOUNDATION VAN VLECK HOUSE & GARDENS | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| MONTCLAIR NEIGHBORHOOD DEVELOPMENT CORPORATION | ||||||||
| 1 WOODLAND AVENUE | MONTCLAIR | NJ | 07042 | N/A | PC | PROGRAM SUPPORT | $1,500 | |
| MONTCLAIR VOLUNTEER AMBULANCE UNIT | ||||||||
| 95 WALNUT STREET | MONTCLAIR | NJ | 070424038 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| MORRILL MEMORIAL AND HARRIS LIBRARY | ||||||||
| PO BOX 110 | STRAFFORD | VT | 05072 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| MUSIC WILL (FORMERLY LITTLE KIDS ROCK) | ||||||||
| PO BOX 43369 | MONTCLAIR | NJ | 07043 | N/A | PC | PROGRAM SUPPORT | $10,500 | |
| MUSTARD SEED SCHOOL CHRISTIAN URBAN EDUCATION INC | ||||||||
| 422 WILLOW AVENUE | HOBOKEN | NJ | 07030 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| NEBRASKA CHILDREN'S HOME SOCIETY | ||||||||
| 4939 SOUTH 118TH STREET | OMAHA | NE | 68137 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| NECK OF THEWOODS CHILD CARE CENTER | ||||||||
| 1673 MAIN STREET | WAITSFIELD | VT | 056738006 | N/A | PC | PROGRAM SUPPORT | $4,000 | |
| NEW JERSEY ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN | ||||||||
| PO BOX 1024 BARNEGAT LIGHT NJ 08006 | BARNEGAT LIGHT | NJ | 08006 | N/A | PC | PROGRAM SUPPORT | $40,000 | |
| NEW JERSEY HISTORICAL SOCIETY | ||||||||
| 52 PARK PLACE | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| NEW JERSEY PERFORMING ARTS CENTER | ||||||||
| 1 CENTER STREET | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| NEW JERSEY SYMPHONY | ||||||||
| 60 PARK PLACE SUITE 900 | NEWARK | NJ | 071025504 | N/A | PC | PROGRAM SUPPORT | $147,500 | |
| NEW YORK COMMUNITY TRUST AKA COMMUNITY FUNDS INC | ||||||||
| 909 THIRD AVE 22ND FLOOR | NEW YORK | NY | 10022 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| NEWARK ARTS | ||||||||
| 17 ACADEMY ST SUITE 702 | NEWARK | NJ | 071022923 | N/A | PC | PROGRAM SUPPORT | $38,000 | |
| NEWARK MUSEUM ASSOCIATION | ||||||||
| 49 WASHINGTON STREET | NEWARK | NJ | 071023176 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| NEWARK SCHOOL OF THE ARTS | ||||||||
| 89 LINCOLN PARK | NEWARK | NJ | 071022388 | N/A | PC | PROGRAM SUPPORT | $55,500 | |
| NEXT STAGE ARTS PROJECT | ||||||||
| PO BOX 251 | PUTNEY | VT | 05346 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| NORTHLAND PIONEER COLLEGE FRIENDS AND FAMILY INC | ||||||||
| 1611 S MAIN ST | SNOWFLAKE | AZ | 85937 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| OASIS A HAVEN FOR WOMEN & CHILDREN INC | ||||||||
| 59 MILL ST | PATERSON | NJ | 075011822 | N/A | PC | PROGRAM SUPPORT | $10,500 | |
| OPHELIA J BERRY FUND (PATHWAYS TO COLLEGE) | ||||||||
| 26 PARK ST SUITE 2509 | MONTCLAIR | NJ | 07042 | N/A | PC | PROGRAM SUPPORT | $40,000 | |
| PARENTS ENGAGING PARENTS | ||||||||
| 902 BERGEN ST | NEWARK | NJ | 07112 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| PATERSON EDUCATION FUND INC | ||||||||
| 422 BROADWAY | PATERSON | NJ | 075012105 | N/A | PC | PROGRAM SUPPORT | $40,000 | |
| PLAINFIELD CITY UNION OF THE KING'S DAUGHTERS | ||||||||
| 502 W FRONT ST | PLAINFIELD | NJ | 07060 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| PREVENT CHILD ABUSE - VERMONT | ||||||||
| PO BOX 829 | MONTPELIER | VT | 05601 | N/A | PC | PROGRAM SUPPORT | $11,000 | |
| PROGRAMS FOR PARENTS INC | ||||||||
| 570 BROAD ST 9TH FLOOR | NEWARK | NJ | 071024532 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| PUSHCART PLAYERS | ||||||||
| 261 BLOOMFIELD AVENUE SUITE A | VERONA | NJ | 07044 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| PUTNEY FOODSHELF INCORPORATED | ||||||||
| PO BOX 337 | PUTNEY | VT | 05346 | N/A | PC | PROGRAM SUPPORT | $4,600 | |
| PUTNEY PUBLIC LIBRARY THE | ||||||||
| 55 MAIN ST | PUTNEY | VT | 05346 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| RAHWAY COMMUNITY ACTION ORGANIZATION | ||||||||
| 796 E HAZELWOOD AVE | RAHWAY | NJ | 07065 | N/A | PC | PROGRAM SUPPORT | $3,333 | |
| REACH OUT AND READ (NEW JERSEY) | ||||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| RICHARD A & BARABARA W SNELLING CENTER FOR GOVERNMENT INC | ||||||||
| PO BOX 698 | SHELBURNE | VT | 054820698 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| RICHMOND FREE LIBRARY | ||||||||
| PO BOX 997 | RICHMOND | VT | 054770997 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| ROCK POINT SCHOOL | ||||||||
| 1 ROCK POINT ROAD | BURLINGTON | VT | 05401 | N/A | PC | PROGRAM SUPPORT | $500 | |
| SACRED HEART SCHOOL | ||||||||
| 183 BAYVIEW AVENUE | JERSEY CITY | NJ | 07305 | N/A | PC | PROGRAM SUPPORT | $19,000 | |
| SAINT BARNABAS BY-THE-BAY EPISCOPAL CHURCH | ||||||||
| 13 WEST BATES AVENUEPO BOX 77 | MAILING ADDRESS | VILLAS | NJ | 08204 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| SAINT DOMINIC ACADEMY | ||||||||
| 2572 JOHN F KENNEDY BOULEVARD | JERSEY CITY | NJ | 07304 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| SAINT VINCENT ACADEMY | ||||||||
| 228 W MARKET STREET | NEWARK | NJ | 07103 | N/A | PC | PROGRAM SUPPORT | $83,000 | |
| SAINT VINCENT COLLEGE (FRED ROGERS CENTER) | ||||||||
| FRED ROGERS CENTER300 FRASER | PURCHASE ROAD | LATROBE | PA | 156502667 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| SHARRON MILLER'S ACADEMY FOR THE PERFORMING ARTS | ||||||||
| 14 S PARK ST | MONTCLAIR | NJ | 07042 | N/A | PC | PROGRAM SUPPORT | $26,500 | |
| SIMPLE INTERACTIONS INC | ||||||||
| 147 GEORGE ST | ARLINGTON | MA | 02476 | N/A | PC | PROGRAM SUPPORT | $8,000 | |
| SOUTHERN VERMONT ARTS CENTER INCORPORATED | ||||||||
| PO BOX 617 | MANCHESTER | VT | 05254 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| SPHINX ORGANIZATION | ||||||||
| 2200 HUNT ST STE 461 | DETROIT | MI | 48207 | N/A | PC | PROGRAM SUPPORT | $70,000 | |
| ST BENEDICT'S PREPARATORY SCHOOL | ||||||||
| 520 DR MARTIN LUTHER KING JR | BOULEVARD | NEWARK | NJ | 071021314 | N/A | PC | PROGRAM SUPPORT | $87,500 |
| ST JOSEPH R C CHURCH (RESURRECTION SCHOOL) | ||||||||
| 509 PAVONIA AVENUE | JERSEY CITY | NJ | 073061303 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 381053678 | N/A | PC | PROGRAM SUPPORT | $500 | |
| ST PAUL'S COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 456 VAN HOUTEN STREET | PATERSON | NJ | 07501 | N/A | PC | PROGRAM SUPPORT | $10,500 | |
| STARTING POINT | ||||||||
| 6001 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 441030000 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| STUDENT PARTNER ALLIANCE | ||||||||
| 561 SPRINGFIELD AVENUE | SUMMIT | NJ | 07901 | N/A | PC | PROGRAM SUPPORT | $26,500 | |
| STUDIO IN A SCHOOL | ||||||||
| 410 W 59 STREET | NEW YORK | NY | 100237853 | N/A | PC | PROGRAM SUPPORT | $45,000 | |
| TEACH FOR AMERICA INC | ||||||||
| PO BOX 411363 | BOSTON | MA | 022411363 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| THE ASSUMPTION OF THE BLESSED VIRGIN MARY | ||||||||
| 91 MAPLE AVE | MORRISTOWN | NJ | 07960 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| THE FAMILY CENTER OF WASHINGTON COUNTY | ||||||||
| 383 SHERWOOD DRIVE | MONTPELIER | VT | 056028215 | N/A | PC | PROGRAM SUPPORT | $4,000 | |
| THE FAMILY SCHOOL ASSOCIATION OF THE ETHICAL COMMUNITY CHARTER | ||||||||
| 95 BROADWAY | JERSEY CITY | NJ | 073066304 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| THE KIDS ON THE BLOCK NEW JERSEY | ||||||||
| PO BOX 206 | SHIP BOTTOM | NJ | 08008 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| THE PARKS FOUNDATION OF BURLINGTON | ||||||||
| 645 PINE STREET SUITE B | BURLINGTON | VT | 054014920 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| THE SHAKESPEARE THEATRE OF NEW JERSEY INC | ||||||||
| 3 VREELAND RD | FLORHAM PARK | NJ | 07932 | N/A | PC | PROGRAM SUPPORT | $10,500 | |
| TOWN HALL THEATER | ||||||||
| PO BOX 128 | MIDDLEBURY | VT | 05753 | N/A | PC | PROGRAM SUPPORT | $1,500 | |
| TRI-COUNTY SCHOLARSHIP FUND | ||||||||
| 14 WEST MAIN STREET | MENDHAM | NJ | 079451260 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| TRINITAS HEALTH FOUNDATION | ||||||||
| PO BOX 259 | ELIZABETH | NJ | 072070259 | N/A | PC | PROGRAM SUPPORT | $4,000 | |
| UNION CITY MUSIC PROJECT | ||||||||
| 564 HUDSON AVE 1 | WEEHAWKEN | NJ | 07086 | N/A | PC | PROGRAM SUPPORT | $10,500 | |
| UNITED FAMILY AND CHILDREN'S SOCIETY | ||||||||
| 305 W 7TH ST | PLAINFIELD | NJ | 07060 | N/A | PC | PROGRAM SUPPORT | $22,000 | |
| UNITED WAY OF PASSAIC COUNTY | ||||||||
| 301 MAIN STREET | PATERSON | NJ | 07505 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| URBAN LEAGUE OF ESSEX COUNTY | ||||||||
| 508 CENTRAL AVENUE | NEWARK | NJ | 07107 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| UVM FOUNDATION (UNIVERSITY OF VERMONT) | ||||||||
| 411 MAIN ST | BURLINGTON | VT | 054017420 | N/A | PC | PROGRAM SUPPORT | $500 | |
| VERMONT ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN | ||||||||
| 19 MARBLE AVE SUITE 4 | BURLINGTON | VT | 05401 | N/A | PC | PROGRAM SUPPORT | $12,800 | |
| VERMONT CHILDREN'S TRUST FOUNDATION | ||||||||
| 95 SAINT PAUL ST STE 330 | BURLINGTON | VT | 054016401 | N/A | PC | PROGRAM SUPPORT | $29,950 | |
| VERMONT COMMUNITY LOAN FUND (VERMONT EARLY CHILDHOOD ALLIANCE) | ||||||||
| PO BOX 827 | MONTPELIER | VT | 056010827 | N/A | PC | PROGRAM SUPPORT | $135,500 | |
| VERMONT FAMILY NETWORK | ||||||||
| 600 BLAIR PARK RD STE 240 | WILLISTON | VT | 054957549 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| VERMONT FOLKLIFE CENTER | ||||||||
| 88 MAIN STREET | MIDDLEBURY | VT | 05753 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| VERMONT YOUTH ORCHESTRA ASSOCIATION INC | ||||||||
| 223 ETHAN ALLEN AVE | COLCHESTER | VT | 054463306 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| VIVIAN BEAUMONT THEATER INC | ||||||||
| 150 W 65TH STREET | NEW YORK | NY | 100236916 | N/A | PC | PROGRAM SUPPORT | $31,000 | |
| VOLUNTEER LAWYERS FOR JUSTICE | ||||||||
| PO BOX 32040 | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| WASHINGTON ELEMENTARY SCHOOL | ||||||||
| 80 BELGROVE DRIVE | KEARNY | NJ | 07032 | N/A | PC | PROGRAM SUPPORT | $1,500 | |
| WEST BEE NURSERY SCHOOL INC | ||||||||
| 880 WESTERN AVE SUITE 2 | BRATTLEBORO | VT | 053016142 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| WHARTON INSTITUTE FOR THE PERFORMING ARTS | ||||||||
| 60 LOCUST AVENUE | BERKELEY HEIGHTS | NJ | 07922 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| WINDSOR COUNTY PARTNERS | ||||||||
| PO BOX 101 | WINDSOR | VT | 050890101 | N/A | PC | PROGRAM SUPPORT | $3,300 | |
| WINSTON PROUTY CENTER FOR CHILD AND FAMILY DEVELOPMENT | ||||||||
| 209 AUSTINE DRIVE VERMONT HALL | BRATTLEBORO | VT | 053017223 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| WRITE ON SPORTS INC | ||||||||
| PO BOX 833 | SOUTH ORANGE | NJ | 07079 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| YMCA - EASTERN UNION COUNTY (GATEWAY FAMILY YMCA) | ||||||||
| 144 MADISON AVE | ELIZABETH | NJ | 07201 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| YORK STREET PROJECT | ||||||||
| 89 YORK STREET | JERSEY CITY | NJ | 07302 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| YOUTH CONSULTATION SERVICE | ||||||||
| 25 EAST SALEM STREET 3RD FL | HACKENSACK | NJ | 07601 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| YWCA - EASTERN UNION COUNTY | ||||||||
| PO BOX 462 | KENILWORTH | NJ | 07033 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| ZERO TO THREE | ||||||||
| 2445 M STREET NW SUITE 600 | WASHINGTON | DC | 20037 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,634,933 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $168,249 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $592,821 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$132 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,877,086 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PARTNERSHIP INCOME | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $19,441 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$19,441 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $19,309 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,618,715 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,638,024 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX FEES | CategoryTxt |
| Amt | $67,225 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $64,725 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUMMARY OF DIRECT CHARITABLE ACTIVITY | IdentifierTxt |
| Form And Line Reference | 990-PF, PART VIII-A, LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | TURRELL FUND REGULARLY HOSTS WORKSHOPS AND MEETINGS TO BENEFIT NONPROFITS, PEER FUNDERS, AND COMMUNITY LEADERS. ONE OF THESE WORKSHOPS INCREASED KNOWLEDGE OF THE FORM 990, AND ENHANCED THEIR ABILITY TO USE IT AS A STRATEGIC MARKETING TOOL. TURRELL FUND ALSO SUPPORTED MULTIPLE STRATEGIC PROJECTS, INCLUDING A CONVENING ON ADVERSE CHILDHOOD EXPERIENCES IN NEW JERSEY. HEALTHYSTEPS, SAFE BABIES AND REIMAGINE CHILD CARE, ARE PUBLIC AWARENESS INITIATIVES THAT EDUCATES KEY DECISION MAKERS AND THE GENERAL PUBLIC ON THE IMPORTANCE OF EARLY CHILDHOOD CONTINUES TO BE A MAJOR INITIATIVE. THESE INITIATIVES CONTINUE TO BE CARRIED OUT IN PARTNERSHIPS WITH ADVOCATES FOR CHILDREN OF NEW JERSEY, CAUCUS EDUCATIONAL CORPORATION AND PASSAIC COUNTY COURT APPOINTED SPECIAL ADVOCATES.FINALLY, TURRELL FUND STAFF MEMBERS SPEND TIME OFFERING CAPACITY BUILDING AND TECHNICAL ASSISTANCE TO GRANTEES AND NONPROFITS, HELPING THEM OVERCOME THE BARRIERS THEY FACE AS THEY SERVICE CHILDREN AND FAMILIES. EXAMPLES OF ASSISTANCE INCLUDE STRATEGIC PLANNING, AND FUNDRAISING SUPPORT. | MediumExplanationTxt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,647,533 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,647,533 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (36 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARCM FEEDER FUND IV LTD | FMV | $967,496 | $967,496 |
| BAYVIEW MSR OPPORTUNITY OFFSHORE L.P. | FMV | $827,900 | $827,900 |
| BAYVIEW OPPORTUNITY OFFSHORE VII | FMV | $686,017 | $686,017 |
| BAYVIEW OPPURTUNITY OFFSHORE VI | FMV | $803,959 | $803,959 |
| ELLINGTON STRATEGIC MORTAGE FUND LP | FMV | $2,857,878 | $2,857,878 |
| E-MINI RUSS 2000 FUTURE (CME) EXP MAR 24 | FMV | $7,072 | $7,072 |
| GOLDEN TREE HY VALUE OFFSHORE STRATEGIC SERIES TR1 | FMV | $3,597,552 | $3,597,552 |
| HARRISON STREET CORE PROPERTY FUND | FMV | $356,660 | $356,660 |
| HC PRIVATE EQUITY OFFSHORE FUND VII LP | FMV | $1,011,307 | $1,011,307 |
| HC PRIVATE EQUITY VI | FMV | $979,602 | $979,602 |
| HC PRIVATE EQUITY X | FMV | $2,075,030 | $2,075,030 |
| HC SPECIAL OPPORTUNITIES | FMV | $19,365 | $19,365 |
| HC SPECIAL OPPORTUNITIES PORTFOLIO II | FMV | $139,882 | $139,882 |
| HC SPECIAL OPPORTUNITIES PORTFOLIO III | FMV | $247,334 | $247,334 |
| HILDENE OFFSHORE OPPURTUNITY FUND LTD | FMV | $1,061,883 | $1,061,883 |
| ITALIAN REAL ESTATE SPECIAL SITUATIONS II FEEDER LTD | FMV | $214,913 | $214,913 |
| KKR GLOBAL CREDIT OPPORTUNITIES FUND (OVERSEAS) | FMV | $1,641,329 | $1,641,329 |
| MSCI EAFE FUTURE (NYF) EXP MAR 24 | FMV | $101,585 | $101,585 |
| MSCI EMGMKT FUTURE (NYF) EXP MAR 24 | FMV | $189,830 | $189,830 |
| PRIME PROPERTY FUND LLC | FMV | $3,616,209 | $3,616,209 |
| PRISA PF LP | FMV | $490,344 | $490,344 |
| S&P 500 EMINI FUTURE (CME) EXP MAR 24 | FMV | $28,472 | $28,472 |
| SSGA S&P GSCI ( R ) NL CTF (CM1Z) | FMV | $2,267,964 | $2,267,964 |
| STRATEGIC BUYOUT SERIES FUND 2 LP (SBS 2) | FMV | $188,787 | $188,787 |
| STRATEGIC BUYOUT SERIES FUND LP (SBS) | FMV | $508,999 | $508,999 |
| STRATEGIC DEV MKTS EX US EQ TR | FMV | $10,823,084 | $10,823,084 |
| STRATEGIC EMERGING MARKETS EQUITY TR | FMV | $5,323,947 | $5,323,947 |
| STRATEGIC FUNDS SPC ALPHA SEGREGATED | FMV | $18,686,939 | $18,686,939 |
| STRATEGIC GLOBAL EQUITY TRUST | FMV | $5,862,962 | $5,862,962 |
| STRATEGIC PRIVATE EQUITY FUND V | FMV | $13,682,626 | $13,682,626 |
| STRATEGIC U.S. EQUITY TRUST | FMV | $16,568,518 | $16,568,518 |
| STRATEGIC VENTURE SERIES FUND 2 LP (SV2) | FMV | $37,449 | $37,449 |
| STRATEGIC VENTURE SERIES FUND LP (SV1) | FMV | $116,305 | $116,305 |
| TCW DIRECT LENDING VII LLC | FMV | $327,738 | $327,738 |
| TCW DIRECT LENDING VIII LLC | FMV | $416,898 | $416,898 |
| WTC-CTF GLOBAL BOND OPPS US 1-10-YEAR TIPS | FMV | $4,677,225 | $4,677,225 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $81,260 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $81,260 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $4,500 | $4,500 | $4,500 |
| DEFERRED COMPENSATION INVESTMENTS | $202,385 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $22,050 | $0 | $22,050 |
| OFFICE SUPPLIES | $15,319 | $0 | $15,319 |
| MEMBERSHIP FEES | $9,265 | $0 | $9,265 |
| POSTAGE | $10,414 | $0 | $10,414 |
| COMPUTER EXPENSES | $58,318 | $0 | $58,318 |
| PAYROLL SERVICE | $3,671 | $0 | $3,671 |
| BOOKS AND SUBSCRIPTIONS | $12,008 | $0 | $12,008 |
| MISCELLANEOUS | $196 | $0 | $196 |
| OFFICE EQUIPMENT | $5,383 | $0 | $5,383 |
| BANK CHARGES | $2,999 | $2,891 | $108 |
| GENERAL OFFICE | $29,610 | $0 | $29,610 |
| DIRECT CHARITABLE ACTIVITIES | $169,345 | $0 | $169,345 |
| SOFTWARE SUBSCRIPTION | $22,293 | $0 | $22,293 |
| OTHER PARTNERSHIP DEDUCTIONS | $0 | $489,313 | $0 |
| TELEPHONE | $30,448 | $0 | $30,448 |
| TASC ADMIN FEE | $1,236 | $0 | $1,236 |
| STAFF DEVELOPMENT | $9,636 | $0 | $9,636 |
| NJ REGISTRATION FEE | $33 | $0 | $33 |
| ANNUAL STAFF EXCURSIONS | $1,910 | $0 | $1,910 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PARTNERSHIP GAIN | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,996,938 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $4,886,410 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION OBLIGATION | $202,385 | $0 |
| DERIVATIVES | $120,945 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| HR CONSULTING SERVICES | $10,836 | $0 | $10,836 |
| INVESTMENT FEES | $648,940 | $648,940 | $0 |
| IT CONSULTANT | $91,200 | $0 | $91,200 |
| WEBSITE CONSULTANT | $2,015 | $0 | $2,015 |
| EXECUTIVE SEARCH CONSULTING | $7,200 | $0 | $7,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX EXPENSE | $43,327 | $0 | $0 |
| FOREIGN TAX WITHHELD | $0 | $97,969 | $0 |