COLTON FAMLIY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- COLTON FAMLIY FOUNDATION (EIN 22-2520918)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-03-25
- IRS object ID
- 202240849349100314
- Schema version
- 2020v4.0
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-25T14:36:54-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222624866 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEINBERG LIEBERMAN & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 PASSAIC AVE STE 420 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222520918 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O STEWART M COLTON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLT | BusinessNameControlTxt |
| Phone | 9734679360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 232 HARTSHORN DRIVE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEWART M COLTON | PersonNm |
| Person Title | FOUNDATION MANAGER | PersonTitleTxt |
| Phone | 9732283500 | PhoneNum |
| Signature | 2022-02-26 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEWART | PersonFirstNm |
| Person Last | COLTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY I LIEBERMAN | PreparerPersonNm |
| PTIN | P00169255 | PTIN |
| Phone | 9734030400 | PhoneNum |
| Preparation | 2022-02-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $124,787,469 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16,102 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,102 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $336,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $336,416 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$59,812 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $190,023,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,333 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $292,706 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $373,851 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $10,483 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,241 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,242 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $66,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $33,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $61 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $61 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $18,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $800 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $95,344 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,102 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,242 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,761,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,761,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,856,874 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,102 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,799,772 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,564,168 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $334,749 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $129,291 | CashBOYAmt |
| Cash EOY | $21,942 | CashEOYAmt |
| Cash EOYFMV | $21,942 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $331,119 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $174,793 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $174,793 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $51,562,588 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $33,073,401 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $33,074,669 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $30,575,243 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,763,937 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $91,516,065 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $82,598,241 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,034,073 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $124,787,469 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $82,598,241 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $78,034,073 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $82,598,241 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,034,073 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $82,598,241 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,034,073 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $82,598,241 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,564,168 | ExcessRevenueOverExpensesAmt |
| Subtotal | $78,034,073 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $78,034,073 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $187,133,732 | $188,694,723 | -$1,560,991 | -$1,560,991 |
| PUBLICLY TRADED SECURITIES | P | $2,888,451 | $1,307,576 | $1,580,875 | $1,580,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,333 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,653 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,653 | SubtotalAmt |
| Tax Based On Investment Income | $4,653 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,106 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $34,106 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $29,453 | OverpaymentAmt |
| Applied To ES Tax | $29,453 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEWART M COLTON | IndividualWithBooksNm |
| Phone | 9734679360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 232 HARTSHORN DRIVE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| STEWART M COLTON | ||||||||
| 232 HARTSHORN DRIVE | SHORT HILLS | NJ | 07078 | FOUNDATION M | 1.50 | $0 | $0 | $0 |
| JUDITH S COLTON | ||||||||
| 232 HARTSHORN DRIVE | SHORT HILLS | NJ | 07078 | FOUNDATION M | 1.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $110,976,750 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,964,397 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $115,941,147 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $115,941,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,739,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $114,202,030 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,710,102 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,710,102 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,653 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,653 | TotalTaxAmt |
| Distributable Before Adj | $5,705,449 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,705,449 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,705,449 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,799,772 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,799,772 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,799,772 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,705,449 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $293,695 | UndistributedIncomePYAmt |
| Qualifying Distributions | $4,799,772 | QualifyingDistributionsAmt |
| Applied To Year1 | $293,695 | AppliedToYear1Amt |
| Applied To Current Year | $4,506,077 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,199,372 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 92Y | ||||||
| 92ND STREET Y | NEW YORK | NY | 10128 | PC | UNRESTRICTED | $1,000 |
| AHAVAS SHOLOM | ||||||
| 145 BROADWAY | NEWARK | NJ | 07104 | PC | UNRESTRICTED | $1,000 |
| AMERICAN JEWISH WORLD SERVICE | ||||||
| 45 W36 ST 11 FLOOR | NEW YORK | NY | 10018 | PC | UNRESTRICTED | $2,000 |
| AMERICAN RED CROSS | ||||||
| 209 FAIRFIELD RD | FAIRFIELD | NJ | 07004 | PC | UNRESTRICTED | $100,000 |
| ANTI DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | PC | UNRESTRICTED | $5,000 |
| BOSTON SYMPHONY ORCHESTRA | ||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | PC | UNRESTRICTED | $133,200 |
| BOYS & GIRLS CLUB | ||||||
| 50 LINCOLN LN | WOODLAND PARK | NJ | 07424 | PC | UNRESTRICTED | $1,000 |
| CANCER RESEARCH INSTITUTE | ||||||
| 29 BROADWAY | NEW YORK | NY | 10006 | PC | UNRESTRICTED | $2,000 |
| CLEVELAND ORCHESTRA | ||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | PC | UNRESTRICTED | $1,000 |
| COALITION FOR THE HOMELESS | ||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | PC | UNRESTRICTED | $500 |
| COMMUNITY FOOD BANK OF NEW JERSEY | ||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | PC | UNRESTRICTED | $1,000 |
| COMMUNITY FOUNDATION OF NEW JERSEY | ||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | PC | UNRESTRICTED | $100,000 |
| CONGREGATION BETH EL | ||||||
| 222 IRVINGTON AVE | SOUTH ORANGE | NJ | 07079 | PC | UNRESTRICTED | $1,800 |
| DOCTORS WITHOUT BORDERS | ||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | PC | UNRESTRICTED | $10,000 |
| EQUAL JUSTICE FOUNDATION | ||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | PC | UNRESTRICTED | $2,000 |
| FACING HISTORY & OURSELVES | ||||||
| 150 BROADWAY | NEW YORK | NY | 10038 | PC | UNRESTRICTED | $5,000 |
| FEEDING AMERICA | ||||||
| 35 E WACKER DR | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $9,000 |
| FEEDING TEXAS | ||||||
| 1524 S INTERSTATE 35 STE | AUSTIN | TX | 78704 | PC | UNRESTRICTED | $1,030 |
| GOLDA OCH ACADEMY | ||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PC | UNRESTRICTED | $2,500 |
| GREATER MIAMI JEWISH FEDERATION | ||||||
| 18900 NE 25 AVE | NORTH MIAMI | FL | 33180 | PC | UNRESTRICTED | $2,000 |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | PC | UNRESTRICTED | $1,500 |
| HIAS | ||||||
| PO BOX 97077 | WASHINGTON DC | DC | 20090 | PC | UNRESTRICTED | $1,000 |
| INTERFAITH FOOD PANTRY | ||||||
| 105 MAIN ST | ORANGE | NJ | 07050 | PC | UNRESTRICTED | $5,100 |
| JESPY HOUSE | ||||||
| 102 PROSPECT ST | SOUTH ORANGE | NJ | 07079 | PC | UNRESTRICTED | $3,500 |
| JEWISH CENTER OF JACKSON HEIGHTS | ||||||
| 3706 77TH ST | JACKSON HEIGHTS | NY | 11372 | PC | UNRESTRICTED | $54,000 |
| JEWISH FAMILY SERVICES | ||||||
| 3201 SOUTH TAMARAC DR | DENVER | CO | 80231 | PC | UNRESTRICTED | $2,000 |
| JEWISH FEDERATION OF GREATER METROW | ||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | PC | UNRESTRICTED | $24,000 |
| JSDD | ||||||
| 270 PLESANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PC | UNRESTRICTED | $2,000 |
| LISA B FISHMAN FOUNDATION | ||||||
| 11 WEDGEWOOD DR | MONTVILLE | NJ | 07045 | PC | UNRESTRICTED | $1,000 |
| LITTLE KIDS ROCK | ||||||
| P O | MONTCLAIR | NJ | 07009 | PC | UNRESTRICTED | $25,000 |
| MADD | ||||||
| 432 E 1ST AVE | ROSELLE | NJ | 07203 | PC | UNRESTRICTED | $1,400 |
| MAHAIWE PERFORMING ARTS CENTER | ||||||
| 14 CASTLE ST | GREAT BARRINGTON | MA | 01230 | PC | UNRESTRICTED | $1,000 |
| MILLBURN FIRE DEPARTMENT | ||||||
| 459 ESSEX ST | MILLBURN | NJ | 07041 | PC | UNRESTRICTED | $500 |
| MRCC FOUNDATION INC | ||||||
| 713 PASSAIC AVE | CALDWELL | NJ | 07006 | PC | UNRESTRICTED | $400 |
| NEW JERSEY INSTITUTE FOR SOCIAL JUS | ||||||
| 60 PARK PL | NEWARK | NJ | 07102 | PC | UNRESTRICTED | $1,000 |
| NEW JERSEY SYMPHONY ORCHESTRA | ||||||
| 60 PARK PLACE | NEWARK | NJ | 07102 | PC | UNRESTRICTED | $235,000 |
| NEW YORK PHILHARMONIC | ||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | UNRESTRICTED | $10,000 |
| NEW YORK PUBLIC RADIO | ||||||
| 160 VARICK ST STE 7 | NEW YORK | NY | 10013 | PC | UNRESTRICTED | $5,000 |
| NEWARK MUSEUM | ||||||
| 49 WASHINGTON STREET | NEWARK | NJ | 07102 | PC | UNRESTRICTED | $5,000 |
| NEWARK COMMUNITY STREET TEAM | ||||||
| 400 HAWTHORNE | NEWARK | NJ | 07102 | PC | UNRESTRICTED | $100,000 |
| NJ SHARING NETWORK | ||||||
| 691 CENTRAL AVE | NEW PROVIDENCE | NJ | 07974 | PC | UNRESTRICTED | $1,000 |
| NEW YORK UNIVERSITY | ||||||
| 25 WEST FOURTH STREET | NEW YORK | NY | 10012 | PC | UNRESTRICTED | $1,100,000 |
| PEF ISRAEL ENDOWMENT FUND | ||||||
| 3147 MADISON AVE | NEW YORK | NY | 10017 | PC | UNRESTRICTED | $1,000 |
| PEOPLE FOR THE AMERICAN WAY | ||||||
| 1101 15TH STREET NW | WASHINGTON | DC | 20005 | PC | UNRESTRICTED | $5,000 |
| RWJ BARNABAS HEALTH | ||||||
| 95 OLD SHORT HILLS RD | WEST ORANGE | NJ | 07052 | PC | UNRESTRICTED | $5,000 |
| SHELTER MUSIC BOSTON | ||||||
| 1337 MASSACHUSETTS AVE | ARLINGTON | MA | 02476 | PC | UNRESTRICTED | $1,000 |
| SIMMONS COLLEGE | ||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | PC | UNRESTRICTED | $1,000 |
| SMILE TRAIN | ||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | PC | UNRESTRICTED | $1,000 |
| STOCKBRIDGE BOWL ASSOCIATION | ||||||
| PO BOX 118 | STOCKBRIDGE | MA | 01262 | PC | UNRESTRICTED | $1,000 |
| RELEASE RECOVERY FOUNDATION | ||||||
| 482 UNDERHILL AVE | YORKTOWN HEIGHTS | NY | 10598 | PC | UNRESTRICTED | $100 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 231 S 34TH STREET | PHILADELPHIA | PA | 19104 | PC | UNRESTRICTED | $750,000 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 231 S 34TH STREET | PHILADELPHIA | PA | 19104 | PC | UNRESTRICTED | $1,000,000 |
| VOLUNTEER LAWYERS FOR JUSTICE | ||||||
| PO BOX 32040 | NEWARK | NJ | 07102 | PC | UNRESTRICTED | $1,000 |
| WALLACE FOUNDATION | ||||||
| 140 BROADWAY 49TH FL | NEW YORK | NY | 10005 | PC | UNRESTRICTED | $5,000 |
| WNET | ||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | PC | UNRESTRICTED | $20,000 |
| YALE UNIVERSITY | ||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | UNRESTRICTED | $1,000,000 |
| WILDERNESS SOCIETY | ||||||
| 1801 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | PC | UNRESTRICTED | $5,000 |
| WILDWOOD SCHOOL | ||||||
| 2995C CURRY RD | SCHENECTADY | NY | 12303 | PC | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,761,530 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,102 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $336,416 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$59,812 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $292,706 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $292,706 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION | CategoryTxt |
| Amt | $10,483 | Amt |
| Net Investment Income | $5,241 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,242 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC | $466,353 | $1,071,760 |
| ALPHABET INC CLASS A | $2,990,883 | $5,675,900 |
| ALPHABET INC CLASS C | $3,001,351 | $5,698,080 |
| AMAZON | $2,288,766 | $8,767,675 |
| AMGEN INC | ||
| APPLE INC | $4,788,948 | $19,009,500 |
| CHIPOTLE MEXICAN GRILL INC CMN | $952,817 | $1,232,558 |
| COSTCO WHOLESALE CORP CMN | $495,605 | $809,070 |
| DANAHER CORPORATION | $502,254 | $739,772 |
| DATADOG INC CMN | $318,731 | $1,248,030 |
| DOMINION | ||
| DOMINO'S PIZZA INC | $2,004,998 | $2,882,770 |
| ENDEAVOR GROUP HOLDINGS INC | $291,700 | $281,200 |
| LOWES COMPANIES INC | $500,190 | $709,311 |
| MARRIOTT INTERNATIONAL INC CMN | ||
| MICROSOFT | $5,557,620 | $17,885,340 |
| MCDONALDS CORP CMN | $492,649 | $565,754 |
| META PLATFORMS INC CL A | $2,152,717 | $2,034,364 |
| NIKE CLASS B CMN | $493,461 | $592,340 |
| NVIDIA CORP | $2,953,364 | $8,495,760 |
| OPKO HEALTH | $3,989,936 | $3,026,100 |
| PAYPAL HOLDINGS INC CMN | $3,162,283 | $2,773,350 |
| SALESFORCE.COM INC | $1,122,848 | $1,424,800 |
| SERVICENOW INC | $484,568 | $582,930 |
| SESEN BIO INC | $261,410 | $210,000 |
| SIMON PROPERTY GROUP INC CMN | $496,239 | $657,212 |
| SOUTHWEST AIRLINES CO CMN | ||
| VISA INC CMN | ||
| WALMART INC CMN | ||
| BYD COMPANY LIMITED CMN | $4,994,246 | $5,142,489 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $33,073,401 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $33,074,669 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES & FEES | $460 | $460 |
| GS CHARGES & FEES | $340 | $340 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $66,000 | Amt |
| Net Investment Income | $33,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $18,000 | Amt |