M & T WEINER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- M & T WEINER FOUNDATION (EIN 13-2974080)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202511359349101471
- Schema version
- 2024v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T07:50:08-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132974080 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M & T Weiner Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | M&TW | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | robert steinbaum | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,006,085 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $17,483 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,483 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $996,508 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $996,508 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,150,640 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,698,468 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,150,640 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,164,631 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,164,631 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $81,470 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,470 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $15,033 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $42,608 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $42,608 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $139,111 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,470 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,608 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,343,830 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,343,830 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,482,941 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,470 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,386,438 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $681,690 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,083,161 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $571,961 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,180,273 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,180,273 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,470,599 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,543,977 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,825,812 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $25,042,560 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,724,250 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,006,085 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $25,042,560 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,724,250 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,042,560 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,724,250 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,042,560 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,724,250 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,042,560 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $681,690 | ExcessRevenueOverExpensesAmt |
| Subtotal | $25,724,250 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $25,724,250 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $7,698,468 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,547,828 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,150,640 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,150,640 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,150,640 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,956 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,956 | SubtotalAmt |
| Tax Based On Investment Income | $28,956 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $18,956 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Elliot Steinbaum | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Marshall Steinbaum | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Robert Steinbaum | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Rosemary Steinbaum | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP Morgan Chase | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment MGMT | ServiceTypeTxt |
| Compensation | $81,470 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,921,031 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $423,543 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,344,574 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,344,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $485,169 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,859,405 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,592,970 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,592,970 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,956 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,956 | TotalTaxAmt |
| Distributable Before Adj | $1,564,014 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,564,014 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,564,014 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,386,438 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,386,438 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,564,014 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,361,115 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,386,438 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,361,115 | AppliedToYear1Amt |
| Applied To Current Year | $25,323 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,538,691 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUBS OF NEWARK INC | |||||||
| 1 AVON AVE | NEWARK | NJ | 07108 | N/A | PC | General & Unrestricted | $5,000 |
| BUILDING RESPONSIBLE INTELLIGENT CREATIVE KIDS | |||||||
| 511 S ORANGE AVE 2022 | NEWARK | NJ | 07103 | N/A | PC | to support Gateway University | $35,000 |
| CLINTON HILL COMMUNITY ACTION | |||||||
| 208 CHADWICK AVE | NEWARK | NJ | 07108 | N/A | PC | To support the position of Grants & Evaluation Manager and the launch of CommUNIVERSITY | $65,000 |
| COMMUNITY FOUNDATION OF NEW JERSEY | |||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | N/A | PC | M & T Weiner Donor Advised Fund | $303,000 |
| CONGREGATION AHAVAS SHOLOM | |||||||
| 145 BROADWAY | NEWARK | NJ | 07104 | N/A | PC | General & Unrestricted | $7,500 |
| COUNCIL OF NEW JERSEY GRANTMAKERS INC | |||||||
| 1977 N OLDEN AVE STE 238 | EWING | NJ | 08618 | N/A | PC | General & Unrestricted | $3,580 |
| FAMILY PROMISE OF ESSEX COUNTY INC | |||||||
| 46 PARK ST | MONTCLAIR | NJ | 07042 | N/A | PC | General & Unrestricted | $3,000 |
| GLASSROOTS INC | |||||||
| 10 BLEEKER ST | NEWARK | NJ | 07102 | N/A | PC | to support the Development Director's Salary | $30,000 |
| GREATER NEWARK CONSERVANCY INC | |||||||
| 32 PRINCE ST | NEWARK | NJ | 07103 | N/A | PC | To support Americorps funding for 2 food corps service members in Newark Public Elementary Schools | $30,000 |
| HAMILTON PARTNERSHIP FOR PATERSON INC | |||||||
| 39 MCBRIDE AVE | PATERSON | NJ | 07501 | N/A | PC | General & Unrestricted | $3,000 |
| JEWISH FAMILY SERVICES OF GREATER ORLANDO INC | |||||||
| 501 N ORLANDO AVE STE 313 PMB 189 | WINTER PARK | FL | 32789 | N/A | PC | General & Unrestricted | $10,000 |
| JEWISH SERVICE FOR THE DEVELOPMENTALLY DISABLED OF | |||||||
| 310 EISENHOWER PKWY | LIVINGSTON | NJ | 07039 | N/A | PC | General & Unrestricted | $5,000 |
| LEADERSHIP NEWARK INC | |||||||
| 494 BROAD ST SUITE LL10 | NEWARK | NJ | 07102 | N/A | PC | General & Unrestricted | $50,000 |
| NEW JERSEY PERFORMING ARTS CENTER CORPORATION | |||||||
| 1 CENTER ST | NEWARK | NJ | 07102 | N/A | PC | to support Arts and Well Being at NJPAC | $50,000 |
| NEW JERSEY PERFORMING ARTS CENTER CORPORATION | |||||||
| 1 CENTER ST | NEWARK | NJ | 07102 | N/A | PC | General & Unrestricted | $10,000 |
| NEW VENTURE FUND | |||||||
| PO BOX 37734 | BALTIMORE | MD | 21297 | N/A | PC | Coworker.org fund | $125,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $5,000 |
| NEW YORK TAXI WORKERS ALLIANCE INC | |||||||
| 3110 37TH AVE STE 300 | LONG IS CITY | NY | 11101 | N/A | PC | General & Unrestricted | $50,000 |
| NEW YORK TAXI WORKERS ALLIANCE INC | |||||||
| 3110 37TH AVE STE 300 | LONG IS CITY | NY | 11101 | N/A | PC | Rideshare Drivers United | $100,000 |
| NEWARK ARTS COUNCIL | |||||||
| 17 ACADEMY ST STE 702 | NEWARK | NJ | 07102 | N/A | PC | General & Unrestricted | $3,500 |
| NEWARK MENTORING MOVEMENT INC | |||||||
| 60 PARK PL | NEWARK | NJ | 07102 | N/A | PC | to support a part-time secretary and general organizational needs | $30,000 |
| NEWARK MUSEUM ASSOCIATION | |||||||
| 49 WASHINGTON ST | NEWARK | NJ | 07102 | N/A | PC | General & Unrestricted | $5,000 |
| NJ LEEP INC | |||||||
| 12 LOMBARDY ST SUITE 303 | NEWARK | NJ | 07102 | N/A | PC | to support the position of Instructional Program Manager | $106,000 |
| SUSTAINABLE MARKETS FOUNDATION | |||||||
| 40 W 37TH ST STE 1000 | NEW YORK | NY | 10018 | N/A | PC | Debt Collective Fund | $100,000 |
| THE GEM PROJECT INC | |||||||
| PO BOX 32322 | NEWARK | NJ | 07102 | N/A | PC | support a grant writer | $25,000 |
| THE JAIN FAMILY INSTITUTE | |||||||
| 568 BROADWAY RM 601 | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $100,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| 2950 BROADWAY MC 3800 | NEW YORK | NY | 10027 | N/A | PC | to support Student Debt Relief for three journalism students | $30,000 |
| YOUNG MEN & WOMENS CHRISTIAN ASSN OF NEWARK & VICI | |||||||
| 600 BROAD ST | NEWARK | NJ | 07102 | N/A | PC | to support 30 week-long camperships at Camp Linwood MacDonald and for the YMCA's general operations | $54,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,343,830 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,483 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $996,508 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,150,640 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,164,631 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,164,631 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX FUND | $8,040,408 | $13,987,197 |
| FIDELITY INTERNATL INDEX INSTL | $905,079 | $945,622 |
| JPMORGAN BETABUILDERS CANADA E | $482,586 | $693,194 |
| JPMORGAN BETABUILDERS DEVELOPE | $548,210 | $482,918 |
| JPMORGAN BETABUILDERS JAPAN ET | $883,911 | $960,630 |
| SIX CIRCLES CREDIT OPPORTUNITI | $1,270,765 | $1,287,571 |
| SIX CIRCLES GLOBAL BOND FUND | $2,849,638 | $2,594,605 |
| SIX CIRCLES INTERNATIONAL UNCO | $2,665,482 | $2,848,182 |
| SIX CIRCLES US UNCONSTRAINED E | $3,182,698 | $4,481,094 |
| VANGUARD INTERMEDIATE TERM COR | $628,648 | $641,197 |
| VANGUARD MORTGAGE-BACKED SEC I | $988,523 | $971,273 |
| VANGUARD TOT INTL BOND IX ADMI | $1,110,087 | $942,598 |
| VANGUARD TOTAL INTL BD IDX ETF | $987,942 | $989,731 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $41,858 | $41,858 |
| State or Local Filing Fees | $750 | $750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $81,470 | Amt |
| Net Investment Income | $81,470 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $10,000 |
| 990-PF Excise Tax for 2023 | $5,033 |