HEALTHCARE FOUNDATION OF NEW JERSEY INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHCARE FOUNDATION OF NEW JERSEY INC (EIN 22-3451664)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-12
- IRS object ID
- 202203169349100315
- Schema version
- 2021v4.2
- 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 Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases 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 | 2022-11-12T11:42:13-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 COMMERCE DRIVE | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223451664 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEALTHCARE FOUNDATION OF NEW | BusinessNameLine1Txt |
| Business Name Line2 | JERSEY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 9739211210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST WILLOW STREET 2ND FLOOR | AddressLine1Txt |
| City | MILLBURN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE MUSOLINO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9739211210 | PhoneNum |
| Signature | 2022-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVE | PersonFirstNm |
| Person Last | MUSOLINO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT BROWN | PreparerPersonNm |
| PTIN | P02104034 | PTIN |
| Phone | 2122862600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $223,464,846 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $90 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $90 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,566,232 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,391,392 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,305,778 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,497,460 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,973,158 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,725 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40,355 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,900,825 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,404,995 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $478,376 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,703 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $441,061 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $404,408 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $404,408 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $155,006 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,300 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $148,032 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,410 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $265 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,145 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $71,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,287 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $91,163 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $324,583 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $321,712 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $6,641 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $267,485 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,627 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $43,733 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,624 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $41,109 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,981 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $179 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,802 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $575 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $575 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $143,137 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $327,323 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $137,772 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,896,144 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $717,661 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,271,067 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,655,508 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,446,399 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,551,652 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $717,661 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,717,466 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,349,173 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,687,334 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $142,997 | CashBOYAmt |
| Cash EOY | $876,971 | CashEOYAmt |
| Cash EOYFMV | $876,971 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,984,096 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,011,557 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,011,557 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $274,788 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $112,301 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $112,301 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,664,781 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,445,481 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,445,481 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $189,051,300 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $211,012,222 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $211,012,222 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $36,941 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,941 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $3,999 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,314 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,314 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $201,121,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $223,464,846 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $223,464,846 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $209,036 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $187,100 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,943,306 | GrantsPayableBOYAmt |
| Grants Payable EOY | $7,152,415 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $837,507 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,045,244 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,989,849 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,384,759 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $197,132,112 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $215,080,087 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $197,132,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $215,080,087 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $201,121,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $223,464,846 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $197,132,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,349,173 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,820,827 | OtherIncreasesAmt |
| Subtotal | $215,302,112 | SubtotalAmt |
| Other Decreases | $222,025 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $215,080,087 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | P | $21,278,310 | $19,216,858 | $2,061,452 | $2,061,452 |
| SPUR VENTURES III, LP | P | $629,214 | $629,214 | ||
| OAKTREE OPPORTUNITIES V | P | $45,756 | $45,756 | ||
| ASF VI, LP | P | $62,922 | $62,922 | ||
| COMMONFUND CAPITAL VENTURE PARTNERS VI | P | -$6,107 | -$6,107 | ||
| COLLER INTERNATIONAL PARTNERS V-B, L.P. | P | $35,426 | $35,426 | ||
| ABERDEEN INTERNATIONAL PARTNERS, LP | P | $125,293 | $125,293 | ||
| GREENSPRING GLOBAL PARTNERS VI, L.P. | P | $1,251,018 | $1,251,018 | ||
| KKR SPECIAL SITUATIONS (TE) FEEDER II LP | P | -$26,256 | -$26,256 | ||
| COHEN & STEER INST GLOBAL REALTY SHARES | P | $83,791 | $83,791 | ||
| AG REALTY FUND IX LP | P | $135,975 | $135,975 | ||
| OAKTREE OPPORTUNITIES FUND X AIF (DELAWARE), L.P. | P | $66 | $66 | ||
| OAKTREE OPPORTUNITIES FUND X AIF (CAYMAN), L.P. | P | $19,536 | $19,536 | ||
| STATE STREET RUSSELL 1000 INDEX NON-LENDING | P | $8,198,155 | $8,198,155 | ||
| ABERDEEN VENTURE PARTNERS VI, LP | P | $299,427 | $299,427 | ||
| ABERDEEN U.S PRIVATE EQUITY III, LP | P | $29,102 | $29,102 | ||
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS V | P | -$54,239 | -$54,239 | ||
| PLATINUM EQUITY CAPITAL PARTNERS IV | P | $365,367 | $365,367 | ||
| GREENSPRING GLOBAL PARTNERS VIIII-B, L.P. | P | $277,039 | $277,039 | ||
| OAKTREE OPPORTUNITIES FUND X, L.P. | P | -$8,809 | -$8,809 | ||
| SPUR VENTURES V, LP | P | $127,428 | $127,428 | ||
| PLATINUM EQUITY CAPITAL PARTNERS INTERNATIONAL IV (CAYMAN), LP | P | -$1,834 | -$1,834 | ||
| AG REALTY VALUE FUND X LP | P | $119,433 | $119,433 | ||
| WELLINGTON TRUST COMPANY, NA | P | $814,989 | $814,989 | ||
| OAKTREE OPPORTUNITIES FUND XB, LP | P | $11,070 | $11,070 | ||
| OAKTREE OPPORTUNITES FUND XB AIF (CAYMAN), LP | P | $1,363 | $1,363 | ||
| NEW MOUNTAIN PARTNERS V, LP | P | $253,205 | $253,205 | ||
| NEW MOUNTAIN PARTNERS V, (AIV-B), LP | P | $122,736 | $122,736 | ||
| PLATINUM EQUITY SPECIAL SITUATIONS PARTNERS IV, LP | P | $640 | $640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,973,158 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $259,754 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $259,754 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $259,754 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $379,367 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $479,367 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $219,613 | OverpaymentAmt |
| Applied To ES Tax | $219,613 | 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 |
| Org Report Or Register State | CA | 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.HFNJ.ORG | WebsiteAddressTxt |
| Individual With Books | STEVE MUSOLINO | IndividualWithBooksNm |
| Phone | 9739211210 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST WILLOW STREET 2ND FLOOR | AddressLine1Txt |
| City | MILLBURN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07041 | 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 (33 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 |
|---|---|---|---|---|---|---|---|---|
| AMY BSCHECHNER ESQ | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | CHAIR/TRUSTEE | 2.00 | $0 | $0 | $0 |
| JAY BLUMENFELD | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | VICE CHAIR/TRUSTEE | 2.00 | $0 | $0 | $0 |
| MICHAEL D FRANCIS | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | VICE CHAIR/TRUSTEE | 2.00 | $0 | $0 | $0 |
| ELLEN R WAGENBERG MBA | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | VICE CHAIR/TRUSTEE | 2.00 | $0 | $0 | $0 |
| AMY REISEN FREUNDLICH ESQ | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | VICE CHAIR/TRUSTEE | 2.00 | $0 | $0 | $0 |
| DONALD B ROSENTHAL | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | VICE CHAIR/TRUSTEE | 2.00 | $0 | $0 | $0 |
| GARY M BEINHAKER CLU CHFC | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | VICE CHAIR/TRUSTEE | 2.00 | $0 | $0 | $0 |
| HOWARD MENAKER LLB CPA | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | VICE CHAIR/TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARION MEDOW | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | VICE CHAIR/TRUSTEE | 2.00 | $0 | $0 | $0 |
| SHARON FALKIN | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | VICE CHAIR/TRUSTEE | 2.00 | $0 | $0 | $0 |
| STEPHANIE SHERMAN CFP | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | VICE CHAIR/TRUSTEE | 2.00 | $0 | $0 | $0 |
| BETH LEVITHAN PHD | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | HONORARY CHAIR/TRUSTEE | 7.00 | $0 | $0 | $0 |
| MARVIN WERTHEIMER | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | TREASURER/TRUSTE | 2.00 | $0 | $0 | $0 |
| MONICA KADEN | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | VICE CHAIR/ASSISTANT TREASURER | 2.00 | $0 | $0 | $0 |
| NATALIE PECK | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | SECRETARY/TRUSTE | 2.00 | $0 | $0 | $0 |
| CAROL P MARCUS ESQ | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | ASSISTANT SECRETARY/TRUSTEE | 2.00 | $0 | $0 | $0 |
| CANDY BLAU | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DEBORAH ROVNER | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GARY O AIDEKMAN | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| NANCY COHEN | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| REBECCA GOLD | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SCOTT KRIEGER | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| STEVEN R KAMEN ESQ | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TOBY FANBURG | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ELIZABETH COHEN | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SUE WASSERMAN | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JEAN MANDELL | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DAVID GUTSTEIN | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DAVID SAGINAW | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | TRUSTEE EX-OFFICIO | 2.00 | $0 | $0 | $0 |
| STEVEN GROSS ESQ | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | EMERITUS TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARSHA I ATKIND THROUGH 6302021 | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | EXECUTIVE DIRECTOR/CEO | 40.00 | $148,726 | $18,241 | $0 |
| STEFANO MUSOLINO JR CPA | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | CFO | 40.00 | $170,180 | $11,600 | $0 |
| MICHAEL SCHMIDT BEGAN 712021 | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | EXECUTIVE DIRECTOR/CEO | 40.00 | $159,470 | $6,903 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LISA BLOCK | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | SR. PROGRAM OFFICER | 40.00 | $122,098 | $25,920 | $0 |
| MARCY FELSENFELD | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | SR. PROGRAM OFFICER | 40.00 | $125,000 | $20,992 | $0 |
| WALTER K MAIER | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | GRANTS ADMINISTRATOR | 40.00 | $73,229 | $5,824 | $0 |
| BRENDA EARLY | ||||||||
| 60 EAST WILLOW STREET 2ND FLOOR | MILLBURN | NJ | 07041 | EXECUTIVE ASSISTANT | 40.00 | $68,000 | $8,845 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STATE STREET BANK | |||||
| 801 PENNSYLVANIA | KANSAS CITY | MO | 64105 | CUSTODIAN | $87,556 |
| PKF O'CONNOR DAVIES | |||||
| 500 MAMARONECK AVE | HARRISON | NY | 10528 | AUDIT AND TAX FEES | $71,450 |
| MERCER US INC | |||||
| 1166 6TH AVE | NEW YORK | NY | 10036 | INVESTMENT ADVISORY FEES | $70,000 |
| SILVERCREST ASSET MANAGEMENT GROUP | |||||
| 825 N JEFFERSON ST 400 | MILWAUKEE | WI | 53202 | ASSET MANAGEMENT FEES | $54,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $204,196,400 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,174,747 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $35,555 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $209,406,702 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $209,406,702 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,141,101 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $206,265,601 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,313,280 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,313,280 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $259,754 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $259,754 | TotalTaxAmt |
| Distributable Before Adj | $10,053,526 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $15,457 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,068,983 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,068,983 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,717,466 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,717,466 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,068,983 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,311,317 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,717,466 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,311,317 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $406,149 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $9,662,834 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL SCHMIDT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST WILLOW STREET 2ND FLOOR | AddressLine1Txt |
| City | MILLBURN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9739211210 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION SHOULD BE MADE ONLINE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE PRIMARILY DIRECTED TO HEALTHCARE RELATED NEEDS OF NEWARK NJ AND SURROUNDING LOW-INCOME COMMUNITIES AND THE JEWISH COMMUNITIES OF METROWEST NJ (ESSEX, MORRIS AND UNION COUNTIES). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADLER APHASIA CENTER | ||||||||
| 60 WEST HUNTER AVE | MAYWOOD | NJ | 07607 | N/A | PC | APHASIA TELEHEALTH PROGRAM | $25,000 | |
| ALL STARS PROJECT OF NEW JERSEY | ||||||||
| 543 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | OPERATION CONVERSATION: COP & KIDS - SUPPORTING NEWARK'S YOUTH THROUGH PERFORMANCE AND CONVERSATION | $12,500 | |
| BESSIE GREEN COMMUNITY INC | ||||||||
| 510 BROAD ST | NEWARK | NJ | 07102 | N/A | PC | FULL BELLY PROJECT | $24,000 | |
| BIG BROTHERS BIG SISTERS OF ESSEX HUDSON AND UNION COUNTIES NJ INC | ||||||||
| 500 BROAD ST | NEWARK | NJ | 07102 | N/A | PC | ONE-TO-ONE MENTORING: AN ACES AND TRAUMA INFORMED RESPONSE YEAR 2 | $75,000 | |
| BIG BROTHERS BIG SISTERS OF ESSEX HUDSON AND UNION COUNTIES NJ INC | ||||||||
| 500 BROAD ST | NEWARK | NJ | 07102 | N/A | PC | ONE-TO-ONE MENTORING: AN ACES AND TRAUMA INFORMED RESPONSE YEAR 3 | $25,000 | |
| BRIDGES OUTREACH INC | ||||||||
| 120 MORRIS AVENUE PO BOX 1444 | SUMMIT | NJ | 07901 | N/A | PC | CAPACITY BUILDING | $25,000 | |
| BROADWAY HOUSE FOR CONTINUING CARE FOUNDATION INC | ||||||||
| 298 BROADWAY | NEWARK | NJ | 07104 | N/A | PC | 2021 CAPITAL IMPROVEMENTS PROJECTS TO BENEFIT RESIDENTS | $100,000 | |
| CAUCUS EDUCATIONAL CORPORATION | ||||||||
| 75 MIDLAND AVENUE | MONTCLAIR | NJ | 07042 | N/A | PC | CONFRONTING RACISM AND IMPACT OF COVID-19 ON NON-PROFITS | $50,000 | |
| CAUCUS EDUCATIONAL CORPORATION | ||||||||
| 75 MIDLAND AVENUE | MONTCLAIR | NJ | 07042 | N/A | PC | THE ROLE OF NON-PROFITS ADVANCING HEALTH | $50,000 | |
| CITY GREEN INC | ||||||||
| 171 GROVE STREET | CLIFTON | NJ | 07013 | N/A | PC | GOOD FOOD BUCK SNAP NUTRITION INCENTIVES | $50,000 | |
| CLARA MAASS MEDICAL CENTER FOUNDATION | ||||||||
| ONE CLARA MAASS DRIVE | BELLEVILLE | NJ | 07109 | N/A | PC | CLARA MAASS MEDICAL CENTER MRI SUITE | $575,000 | |
| CLINTON HILL COMMUNITY ACTION | ||||||||
| 625 BROAD ST STE 240 | NEWARK | NJ | 07102 | N/A | PC | BUILDING FOOD SECURITY IN CLINTON HILL | $74,023 | |
| COMMUNITY HOPE | ||||||||
| 959 ROUTE 46 EAST SUITE 402 | PARSIPPANY | NJ | 07054 | N/A | PC | VETERANS MENTAL HEALTH INITIATIVE, YEAR 2 | $35,000 | |
| COMMUNITY HOPE | ||||||||
| 959 ROUTE 46 EAST SUITE 402 | PARSIPPANY | NJ | 07054 | N/A | PC | TEMPORARY FINANCIAL AID FOR VETERANS | $6,300 | |
| COMMUNITY HOPE | ||||||||
| 959 ROUTE 46 EAST SUITE 402 | PARSIPPANY | NJ | 07054 | N/A | PC | HUNGER RELIEF FOR VETERANS AND INDIVIDUALS DISABLED BY MENTAL ILLNESS | $7,500 | |
| CONNECTIONS AT HOME | ||||||||
| 271 GROVE AVE | VERONA | NJ | 07044 | N/A | PC | REDUCING SOCIAL ISOLATION AMONG OLDER HOMEBOUND ADULTS IN EAST ORANGE | $32,658 | |
| COVENANT HOUSE NEW JERSEY | ||||||||
| 330 WASHINGTON STREET | NEWARK | NJ | 07102 | N/A | PC | PHYSICAL WELLNESS ADVISOR | $19,000 | |
| DEPARTMENT OF HEALTH AND COMMUNITY WELLNESS | ||||||||
| 110 WILLIAM STREET | NEWARK | NJ | 07102 | N/A | PC | IMPROVING HEALTH OUTCOMES WITH COMMUNITY HEALTH WORKERS | $55,512 | |
| DEPARTMENT OF HEALTH AND COMMUNITY WELLNESS | ||||||||
| 110 WILLIAM STREET | NEWARK | NJ | 07102 | N/A | PC | EXPANDING NEIGHBORHOOD-BASED ACCESS TO SERVICES FOR WOMEN IN CRISIS YEAR 3 | $58,012 | |
| DIABETES FOUNDATION INC | ||||||||
| 411 HACKENSACK ABEMUE 7TH FLOOR | HACKENSACK | NJ | 07601 | N/A | PC | DIABETES IS HARD. GETTING HELP SHOULDN'T BE: ESSEX COUNTY ENGAGEMENT | $37,500 | |
| EASTER SEALS NEW JERSEY INC | ||||||||
| 25 KENNEDY BLVD SUITE 600 | EAST BRUNSWICK | NJ | 08816 | N/A | PC | EXPANDING THE ACCESSIBILITY OF HEALTHCARE FOCUSING ON MENTAK HEALTH CHALLENGES | $49,500 | |
| FAIR FOOD NETWORK | ||||||||
| 1250 NORTH MAIN STREET NORTH SUITE | ANN ARBOR | MI | 48104 | N/A | PC | DOUBLE UP FOOD BUCKS NEW JERSEY | $80,500 | |
| FAMILY CONNECTIONS | ||||||||
| 7 GLENWOOD AVENUE SUITE 101 | EAST ORANGE | NJ | 07017 | N/A | PC | OPERATIONS VETERANS OASIS FOR WOMEN (OVOW), 2021 | $47,457 | |
| FAMILY CONNECTIONS | ||||||||
| 7 GLENWOOD AVENUE SUITE 101 | EAST ORANGE | NJ | 07017 | N/A | PC | SAFE SPACE - COUNCELING AND SUPPORTS FOR LGBTQIA YOUTH AND THEIR FAMILIES IN SOUTH ORANGE, MAPLEWOOD, AND MILLBURN-SHORT HILLS | $74,448 | |
| FAMILY SERVICE LEAGUE | ||||||||
| 440 FRANKLIN STREET SUITE 200 | BLOOMFIELD | NJ | 07003 | N/A | PC | HEALING FROM THE DISTRESS OF COVID-19 | $29,217 | |
| FP YOUTHOUTCRY FOUNDATION INC DBA THE HUBB | ||||||||
| THE HUBB ARTS TRAUMA CENTER 135 | NEWARK | NJ | 07103 | N/A | PC | THE HUBB'S EMOTIONAL SUPPORT & MENTAL HEALTH SERVICES | $108,576 | PRINCE STREET |
| FP YOUTHOUTCRY FOUNDATION INC DBA THE HUBB | ||||||||
| THE HUBB ARTS TRAUMA CENTER 135 | NEWARK | NJ | 07103 | N/A | PC | THE HUBB HELP TRAUMA RECOVERY CENTER FOR YOUTH & FAMILIES | $55,000 | PRINCE STREET |
| GOTTESMAN RTW ACADEMY | ||||||||
| 146 DOVER CHESTER RD | RANDOLPH | NJ | 07869 | N/A | PC | GRTWA SCHOOL-BASED HEALTH AND WELLNESS | $46,500 | |
| GOTTESMAN RTW ACADEMY | ||||||||
| 146 DOVER CHESTER RD | RANDOLPH | NJ | 07869 | N/A | PC | GRTWA SCHOOL-BASED HEALTH AND WELLNESS GRANT, YEAR 3 | $66,300 | |
| HELEN KELLER INTERNATION INC | ||||||||
| ONE DAG HAMMARSKJOLD PLAZA FLOOR 2 | NEW YORK | NY | 10017 | N/A | PC | HELEN KELLER INTERNATIONALS U.S. VISION PROGRAM - NEW JERSEY | $24,746 | |
| HETRICK-MARTIN INSTITUTE NEW JERSEY | ||||||||
| 550 BROAD STREET SUITE 610 | NEWARK | NJ | 07102 | N/A | PC | HEALTH CARE COORDINATION AND EDUCATION FOR LGBTQ YOUTH IN ESSEX COUNTY, YEAR 2 | $32,500 | |
| IMAGINE A CENTER FOR COPING WITH LOSS | ||||||||
| 244 SHEFFIELD STREET | MOUNTAINSIDE | NJ | 07092 | N/A | PC | FOSTERING RESILIENCE AND HEALTHY COPING IN CHILDREN AND TEENS COPING WITH LOSS IN NEWARK YEAR 2 | $25,550 | |
| INTEGRITY INC | ||||||||
| 103 LINCOLN PARK | NEWARK | NJ | 07102 | N/A | PC | MARY'S HOUSE | $24,785 | |
| INTERFAITH FOOD PANTRY OF THE ORANGES | ||||||||
| PO BOX 341 | SHORT HILLS | NJ | 07078 | N/A | PC | 2021 INTERFAITH FOOD PANTRY OF THE ORANGES | $350 | |
| IRONBOUND COMMUNITY CORPORATION | ||||||||
| 317 ELM STREET | NEWARK | NJ | 07105 | N/A | PC | IRONBOUND: BREAKING THE CYCLE (YEAR 2) | $40,000 | |
| IRONBOUND COMMUNITY CORPORATION | ||||||||
| 317 ELM STREET | NEWARK | NJ | 07105 | N/A | PC | IRONBOUND: BREAKING THE CYCLE (BTC) | $40,000 | |
| IRVINGTON COUNSELING CENTER INC | ||||||||
| 21 WAGNER PL 29 | IRVINGTON | NJ | 071111861 | N/A | PC | FUNDING REQUEST FOR INCREASED AMOUNT OF INDIVIDUALS IN NEED OF PSYCHIATRIC CARE | $50,000 | |
| JCC OF CENTRAL NEW JERSEY | ||||||||
| WILF JEWISH COMMUNITY CAMPUS 1391 | SCOTCH PLAINS | NJ | 07076 | N/A | PC | FULL TIME NURSE | $106,400 | MARTINE AVENUE |
| JCC OF CENTRAL NEW JERSEY | ||||||||
| WILF JEWISH COMMUNITY CAMPUS 1391 | SCOTCH PLAINS | NJ | 07076 | N/A | PC | SENSORY/SUPPORT CENTER FOR CAMP DEENY RIBACK | $22,971 | MARTINE AVENUE |
| JCC OF CENTRAL NEW JERSEY | ||||||||
| WILF JEWISH COMMUNITY CAMPUS 1391 | SCOTCH PLAINS | NJ | 07076 | N/A | PC | NURSE FOR JCC METROWEST YEAR 2 | $57,200 | MARTINE AVENUE |
| JEWISH COMMUNITY HOUSING CORPORATION OF METROPOLITAN NEW JERSEY | ||||||||
| 760 NORTHFIELD AVENUE | WEST ORANGE | NJ | 07052 | N/A | PC | JCHC ASSISTED LIVING PROGRAM PILOT | $54,040 | |
| JEWISH FAMILY SERVICE OF CENTRAL NJ | ||||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | N/A | PC | PROJECT CEASSE (COMBATING ELDER ABUSE THROUGH SUPPORTIVE SERVICES AND EDUCATION), YEAR 3 | $30,089 | |
| JEWISH FAMILY SERVICE OF CENTRAL NJ | ||||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | N/A | PC | CAPACITY BUILDING PHASE 2 | $25,000 | |
| JEWISH FAMILY SERVICE OF METROWEST | ||||||||
| 256 COLUMBIA TURNPIKE SUITE 105 | FLORHAM PARK | NJ | 079321212 | N/A | PC | CAPACITY BUILDING | $50,000 | |
| JEWISH FAMILY SERVICE OF METROWEST | ||||||||
| 256 COLUMBIA TURNPIKE SUITE 105 | FLORHAM PARK | NJ | 079321212 | N/A | PC | MENTAL HEALTH EDUCATION AND AWARENESS YEAR 2 | $52,239 | |
| JEWISH FAMILY SERVICE OF METROWEST | ||||||||
| 256 COLUMBIA TURNPIKESUITE 105 | FLORHAM PARK | NJ | 079321212 | N/A | PC | MENTAL HEALTH EDUCATION AND AWARENESS YEAR 3 | $48,704 | |
| JEWISH SERVICE FOR DEVELOPMENTALLY DISABLED OF METROWEST | ||||||||
| 270 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | N/A | PC | WAE TO CONNECT- ONLINE LEARNING | $67,050 | |
| JEWISH SERVICE FOR DEVELOPMENTALLY DISABLED OF METROWEST | ||||||||
| 270 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | N/A | PC | WAE TO CONNECT- YEAR TWO | $42,500 | |
| JEWISH VOCATIONAL SERVICE OF METROWEST | ||||||||
| 354 EISENHOWER PARKWAY PLAZA 1 | LIVINGSTON | NJ | 07039 | N/A | PC | JVS DATA UPGRADE | $25,000 | SUITE 2150 2ND FLOOR |
| KESSLER FOUNDATION INC | ||||||||
| 120 EAGLE ROCK AVE SUITE 100 | EAST HANOVER | NJ | 07936 | N/A | PC | HOME-BASED STROKE REHABILITATION USING PORTABLE IMMERSIVE VIRTUALLY REALITY TECHNOLOGY | $49,527 | |
| KINDERSMILE FOUNDATION INC | ||||||||
| 10 BROAD STREET | BLOOMFIELD | NJ | 07003 | N/A | PC | KINDERSMILE ORAL HEALTH PROGRAM AND KINDERSMILE COMMUNITY ORAL HEALTH CENTER - BLOOMFIELD NEED FOR SUPPLIES | $10,000 | |
| KINDERSMILE FOUNDATION INC | ||||||||
| 10 BROAD STREET | BLOOMFIELD | NJ | 07003 | N/A | PC | KINDERSMILE COMMUNITY ORAL HEALTH CENTER - BLOOMFIELD'S URGENT NEED FOR A NEW AUTOCLAVE | $6,390 | |
| LIFETOWN INC | ||||||||
| 10 MICROLAB ROAD | LIVINGSTON | NJ | 07039 | N/A | PC | UMATTER @ LIFETOWN | $25,000 | |
| MAIN ST COUNSELING CENTER | ||||||||
| 8 MARCELLA AVENUE | WEST ORANGE | NJ | 07052 | N/A | PC | OFFICE EXPANSION FOR SERVICE SUPPORT | $15,000 | |
| MAIN ST COUNSELING CENTER | ||||||||
| 8 MARCELLA AVENUE | WEST ORANGE | NJ | 07052 | N/A | PC | EXPANSION OF ACCESSIBLE TREATMENT OPTIONS | $85,000 | |
| MAIN ST COUNSELING CENTER | ||||||||
| 8 MARCELLA AVENUE | WEST ORANGE | NJ | 07052 | N/A | PC | EXPANSION OF ACCESSIBLE TREATMENT OPTIONS YEAR 2 | $85,000 | |
| MAKE THE ROAD NEW YORK | ||||||||
| 301 GROVE ST | BROOKLYN | NY | 11237 | N/A | PC | COMUNIDADES SALUDABLES | $35,089 | |
| MAKE THE ROAD STATES | ||||||||
| 301 GROVE ST | BROOKLYN | NY | 11237 | N/A | PC | COMUNIDADES SALUDABLES | $50,000 | |
| MD1 INC | ||||||||
| 55 LANE ROAD SUITE 300 | FAIRFIELD | NJ | 07004 | N/A | PC | EMERGENCY MEDICAL RESPONSE VEHICLE | $55,915 | |
| MEETING ESSENTIAL NEEDS WITH DIGNITY | ||||||||
| PO BOX 1304 | MAPLEWOOD | NJ | 07040 | N/A | PC | FRESH FOOD HUB | $25,000 | |
| MONTCLAIR STATE UNIVERSITY | ||||||||
| ONE NORMAL AVENUE COLLEGE HALL ROO | MONTCLAIR | NJ | 07043 | N/A | PC | CARDIAC RISK SCREENING AND EDUCATION INITIATIVE FOR RESIDENTS OF THE GREATER NEWARK | $37,500 | |
| NEW COMMUNITY CORPORATION | ||||||||
| 233 WEST MARKET STREET | NEWARK | NJ | 07103 | N/A | PC | CULTIVATING HEALTHY COMMUNITIES (CHC) | $47,500 | |
| NEW JERSEY INSTITUTE OF TECHNOLOGY UNIVERSITY HEIGHTS | ||||||||
| UNIVERSITY HEIGHTS | NEWARK | NJ | 07102 | N/A | PC | NJIT STUDENT PEER WELLNESS COACH PROGRAM | $44,710 | |
| NEWARK BETH ISRAEL MEDICAL CENTER | ||||||||
| DEVELOPMENT DEPARTMENT 201 LYONS | NEWARK | NJ | 07112 | N/A | PC | THE HEALTHCARE FOUNDATION OF NEW JERSEY EMERGENCY SERVICES PAVILION AT NEWARK BETH ISRAEL MEDICAL CENTER | $1,000,000 | AVENUE |
| NEWARK COMMUNITY STREET TEAM INC | ||||||||
| 400 HAWTHORNE AVENUE | NEWARK | NJ | 07112 | N/A | PC | NEWARK COMMUNITY STREET TEAM (NCST) HEALING JOURNEYS | $21,913 | |
| NEWARK COMMUNITY STREET TEAM INC | ||||||||
| 400 HAWTHORNE AVENUE | NEWARK | NJ | 07112 | N/A | PC | NCST TRAUMA RECOVERY CENTER | $76,737 | |
| NEWARK COMMUNITY HEALTH CENTERS INC | ||||||||
| 741 BROADWAY | NEWARK | NJ | 07104 | N/A | PC | NCHC MOBILE HEALTH PROGRAM | $100,000 | |
| NJCRI | ||||||||
| 393 CENTRAL AVENUE | NEWARK | NJ | 07103 | N/A | PC | LIVING WELL: PEDIATRIC PRIMARY CARE AND BEHAVIORAL AND ESSENTIAL PRENATAL SERVICES YEAR 4 | $39,421 | |
| NJCRI | ||||||||
| 393 CENTRAL AVENUE | NEWARK | NJ | 07103 | N/A | PC | COVID-19 VACCINATION TASK FORCE | $24,962 | |
| NJCRI | ||||||||
| 393 CENTRAL AVENUE | NEWARK | NJ | 07103 | N/A | PC | INTEGRATED CARE LICENSING READINESS | $50,000 | |
| NJCRI | ||||||||
| 393 CENTRAL AVENUE | NEWARK | NJ | 07103 | N/A | PC | MENTAL HEALTH SUPPORT FOR LGBTQI ADOLESCENTS AND YOUNG ADULTS | $50,000 | |
| NJCRI | ||||||||
| 393 CENTRAL AVENUE | NEWARK | NJ | 07103 | N/A | PC | INTEGRATED CARE LICENSING READINESS | $50,000 | |
| NJCRI | ||||||||
| 393 CENTRAL AVENUE | NEWARK | NJ | 07103 | N/A | PC | ADDRESSING VACCINE HESITANCY, TRAUMA AND BEHAVIORAL HEALTH FOR VULNERABLE, UNDERSERVED MINORITY POPULATIONS DURING COVID-19 | $55,397 | |
| NJPAC | ||||||||
| ONE CENTER STREET | NEWARK | NJ | 071024591 | N/A | PC | BREAKING THE FOURTH WALL: DEVELOPING A MODEL FOR TRAUMA INFORMED CARE IN THE ARTS - YEAR TWO | $49,977 | |
| NJPAC | ||||||||
| ONE CENTER STREET | NEWARK | NJ | 071024591 | N/A | PC | BREAKING THE FOURTH WALL: DEVELOPING A MODEL FOR TRAUMA INFORMED CARE IN THE ARTS - YEAR THREE | $47,500 | |
| OPPORTUNITY PROJECT | ||||||||
| 60 EAST WILLOW STREET | MILLBURN | NJ | 07041 | N/A | PC | COVID-19: ESSENTIAL TOOLS FOR REOPENING | $36,234 | |
| PARTNERS FOR WOMEN AND JUSTICE INC | ||||||||
| 650 BLOOMFIELD AVENUE SUITE 209 | BLOOMFIELD | NJ | 07003 | N/A | PC | EXPAND ACCESS TO LEGAL SERVICES FOR VICTIMS OF DOMESTIC VIOLENCE | $23,770 | SUITE 209 |
| PLANNED PARENTHOOD OF METROPOLITAN NEW JERSEY INC | ||||||||
| 238 MULBERRY STREET 1ST FL | NEWARK | NJ | 07102 | N/A | PC | PPMNJ: FLOAT TEAM - CLINICIAN SUPPORT | $54,526 | |
| PLANNED PARENTHOOD OF NORTHERN CENTRAL AND SOUTHERN NEW JERSEY INC | ||||||||
| 196 SPEEDWELL AVENUE | MORRISTOWN | NJ | 07960 | N/A | PC | PROJECT ONE-STEP | $106,633 | |
| PLAYWORKS EDUCATION ENERGIZEDNEWARK | ||||||||
| 60 PARK PLACE SUITE 404 | NEWARK | NJ | 07102 | N/A | PC | TEAMUP; A SUSTAINABLE RECESS SOLUTION FOR ESSEX COUNTY ELEMENTARY SCHOOLS, YEAR 2 | $86,038 | |
| PLAYWORKS EDUCATION ENERGIZEDNEWARK | ||||||||
| 60 PARK PLACE SUITE 404 | NEWARK | NJ | 07102 | N/A | PC | BUILDING HEALTHY SCHOOL CLIMATE FOR YOUTH IN NEWARK PUBLIC SCHOOLS | $93,439 | |
| RUTGERS UNIVERSITY FOUNDATION | ||||||||
| 110 BERGEN STREET ROOM B-824 | NEWARK | NJ | 07101 | N/A | PC | NEW JERSEY NURSING AND EMOTIONAL WELL-BEING INSTITUTE (NJ-NEW) | $66,845 | |
| RUTGERS UNIVERSITY FOUNDATION | ||||||||
| 110 BERGEN STREET ROOM B-824 | NEWARK | NJ | 07101 | N/A | PC | UTILIZATION OF EVIDENCE-BASED MINDFULNESS-BASED STRESS REDUCTION INTERVENTION TO IMPROVE MENTAL AND PHYSICAL HEALTH AND DECREASE VIOLENCE AND DRUG USE IN A VULNERABLE POPULATION IN NEWARK. | $53,052 | |
| SADIE NASH LEADERSHIP PROJECT INC | ||||||||
| 4 WEST 43RD STREET SUITE 502 | NEW YORL | NY | 10036 | N/A | PC | MENTAL HEALTH AND WELLNESS SUPPORT FOR NEWARK YOUTH | $12,500 | |
| ST JAMES SOCIAL SERVICE CORPORATION | ||||||||
| 604 DR MARTIN LUTHER KING JR BLVD | NEWARK | NJ | 07102 | N/A | PC | ST. JAMES EMERGENCY FOOD PROGRAM | $20,000 | |
| SUMMIT HEALTH CARES | ||||||||
| 150 FLORAL AVE SUITE 103 | NEW PROVIDENCE | NJ | 07974 | N/A | PC | HEALTHY TOMORROWS COMMUNITY OUTREACH: ESSEX COMMUNITY HEALTH & WELLNESS FAIRS | $15,000 | |
| SUMMIT HEALTH CARES | ||||||||
| 150 FLORAL AVE SUITE 103 | NEW PROVIDENCE | NJ | 07974 | N/A | PC | HEALTHY TOMORROWS COMMUNITY OUTREACH: ESSEX COUNTY | $30,000 | |
| TABLE TO TABLE INC | ||||||||
| 611 US HIGHWAY 46 W STE 240 | HASBROUCK HTS | NJ | 076043129 | N/A | PC | HURRICANE IDA RELIEF FOR ESSEX COUNTY | $15,000 | |
| THE COMMUNITY FOOD BANK OF NEW JERSEY | ||||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | N/A | PC | TRUCK PURCHASE TO SUPPORT INCREASED DELIVERY TO ESSEX COUNTY PARTNERS | $100,000 | |
| THE COMMUNITY FOOD BANK OF NEW JERSEY | ||||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | N/A | PC | FOOD, HEALTH AND HOPE: AN ANSWER TO DIABETES IN ESSEX COUNTY (Y3 OF PILOT PROGRAM) | $40,000 | |
| THE VALERIE FUND | ||||||||
| 2101 MILLBURN AVENUE | WEST ORANGE | NJ | 07052 | N/A | PC | LONG TERM FOLLOW-UP PROGRAM AT THE VALERIE FUND CHILDREN'S CENTER AT GORYEB CHILDREN'S HOSPITAL, MORRISTOWN MEDICAL CENTER | $76,050 | |
| TRINITAS HEALTH FOUNDATION | ||||||||
| PO BOX 259 | ELIZABETH | NJ | 072070259 | N/A | PC | ELEVATING DIAGNOSTIC CAPACITY FOR VULNERABLE PATIENTS AT TRINITAS REGIONAL MEDICAL CENTER | $250,000 | |
| TRINITAS HEALTH FOUNDATION | ||||||||
| PO BOX 259 | ELIZABETH | NJ | 072070259 | N/A | PC | THE HEALTHCARE FOUNDATION OF NEW JERSEY INTERVENTIONAL RADIOLOGY SUITE | $750,000 | |
| TRINITAS HEALTH FOUNDATION | ||||||||
| PO BOX 259 | ELIZABETH | NJ | 072070259 | N/A | PC | THE HEALTHCARE FOUNDATION OF NJ CENTER FOR COMPLEX PSYCHIATRIC DISORDERS | $500,000 | |
| UNIVERSITY HOSPITAL FOUNDATION | ||||||||
| 150 BERGEN STREET | NEWARK | NJ | 07103 | N/A | PC | BUILDING A MODEK TRAUMA TEAM TO IMPROVE PATIENT OUTCOMES | $98,997 | |
| VISION TO LEARN | ||||||||
| 12100 WILSHIRE BLVD SUITE 1275 | LOS ANGELES | CA | 90025 | N/A | PC | VISION TO LEARN - FREE EYE EXAMS AND GLASSES FOR 3-5TH GRADERS IN ESSEX COUNTY (IRVINGTON) | $23,450 | |
| WNET ORG | ||||||||
| 825 EIGHTH AVE 14TH FLOOR | NEW YORK | NY | 100197416 | N/A | PC | VACCINATING NJ: THE PATH TO OUR POST-COVID19 FUTURE | $7,500 | |
| WYNONA'S HOUSE | ||||||||
| 185 WASHINGTON STREET | NEWARK | NJ | 07102 | N/A | PC | CHILD ADVOCACY CENTER PANDEMIC RESPONSE TO SUSTAIN AND INCREASE CLIENT ACCESS AND ENGAGEMENT | $15,000 | |
| YCS FOUNDATION | ||||||||
| 25 EAST SALEM STREET 3RD FLOOR | HACKENSACK | NJ | 07601 | N/A | PC | YCS INSTITUTE FOR INFANT & PRESCHOOL MENTAL HEALTH EARLY HEAD START/HEAD START PARTNERSHIP | $121,200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,446,399 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADLER APHASIA CENTER | ||||||||
| 60 WEST HUNTER AVE | MAYWOOD | NJ | 07607 | N/A | PC | APHASIA TELEHEALTH PROGRAM | $25,000 | |
| ALL STARS PROJECT OF NEW JERSEY | ||||||||
| 543 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | OPERATION CONVERSATION: COP & KIDS - SUPPORTING NEWARK'S YOUTH THROUGH PERFORMANCE AND CONVERSATION | $12,500 | |
| AMERICAN CANCER SOCIETY INC | ||||||||
| 3380 CHASTAIN MEADOWS PARKWAY NW | KENNESAW | GA | 301440101 | N/A | PC | CANCER PATIENT TRANSPORTATION: GREATER IMPACT IN GREATER NEWARK THROUGH INNOVATION AND COLLABORATION | $50,000 | SIOTE 200 |
| BRIDGES OUTREACH INC | ||||||||
| 120 MORRIS AVENUE PO BOX 1444 | SUMMIT | NJ | 07901 | N/A | PC | CAPACITY BUILDING | $25,000 | |
| BROADWAY HOUSE FOR CONTINUING CARE FOUNDATION INC | ||||||||
| 298 BROADWAY | NEWARK | NJ | 07104 | N/A | PC | 2021 CAPITAL IMPROVEMENTS PROJECTS TO BENEFIT RESIDENTS | $60,315 | |
| CAUCUS EDUCATIONAL CORPORATION | ||||||||
| 75 MIDLAND AVENUE | MONTCLAIR | NJ | 07042 | N/A | PC | THE ROLE OF NON-PROFITS ADVANCING HEALTH | $50,000 | |
| CITY GREEN INC | ||||||||
| 171 GROVE STREET | CLIFTON | NJ | 07013 | N/A | PC | GOOD FOOD BUCK SNAP NUTRITION INCENTIVES | $50,000 | |
| CLARA MAASS MEDICAL CENTER FOUNDATION | ||||||||
| ONE CLARA MAASS DRIVE | BELLEVILLE | NJ | 07109 | N/A | PC | CLARA MAASS MEDICAL CENTER'S O-ARM AND STEALTHSTATION NAVIGATION PROJECT | $450,000 | |
| CLINTON HILL COMMUNITY ACTION | ||||||||
| 625 BROAD ST STE 240 | NEWARK | NJ | 07102 | N/A | PC | BUILDING FOOD SECURITY IN CLINTON HILL | $74,023 | |
| CONNECTIONS AT HOME | ||||||||
| 271 GROVE AVE | VERONA | NJ | 07044 | N/A | PC | REDUCING SOCIAL ISOLATION AMONG OLDER HOMEBOUND ADULTS IN EAST ORANGE | $20,158 | |
| COVENANT HOUSE NEW JERSEY | ||||||||
| 330 WASHINGTON STREET | NEWARK | NJ | 07102 | N/A | PC | PHYSICAL WELLNESS ADVISOR | $19,000 | |
| DEPARTMENT OF HEALTH AND COMMUNITY WELLNESS | ||||||||
| 110 WILLIAM STREET | NEWARK | NJ | 07102 | N/A | PC | IMPROVING HEALTH OUTCOMES WITH COMMUNITY HEALTH WORKERS | $36,852 | |
| EASTER SEALS NEW JERSEY INC | ||||||||
| 25 KENNEDY BLVD SUITE 600 | EAST BRUNSWICK | NJ | 08816 | N/A | PC | EXPANDING THE ACCESSIBILITY OF HEALTHCARE FOCUSING ON MENTAK HEALTH CHALLENGES | $49,500 | |
| FAMILY CONNECTIONS | ||||||||
| 7 GLENWOOD AVENUE SUITE 101 | EAST ORANGE | NJ | 07017 | N/A | PC | SAFE SPACE - COUNCELING AND SUPPORTS FOR LGBTQIA YOUTH AND THEIR FAMILIES IN SOUTH ORANGE, MAPLEWOOD, AND MILLBURN-SHORT HILLS | $74,448 | |
| FP YOUTHOUTCRY FOUNDATION INC DBA THE HUBB | ||||||||
| THE HUBB ARTS TRAUMA CENTER 135 | NEWARK | NJ | 07103 | N/A | PC | THE HUBB HELP TRAUMA RECOVERY CENTER FOR YOUTH & FAMILIES | $55,000 | PRINCE STREET |
| GOTTESMAN RTW ACADEMY | ||||||||
| 146 DOVER CHESTER RD | RANDOLPH | NJ | 07869 | N/A | PC | GRTWA SCHOOL-BASED HEALTH AND WELLNESS GRANT YEAR 3 | $66,300 | |
| IRONBOUND COMMUNITY CORPORATION | ||||||||
| 317 ELM STREET | NEWARK | NJ | 07105 | N/A | PC | IRONBOUND: BREAKING THE CYCLE (BTC) | $40,000 | |
| JCC OF METROWEST | ||||||||
| 760 NORTHFIELD AVENUE SALZMAN | WEST ORANGE | NJ | 07052 | N/A | PC | NURSE FOR JCC METROWEST YEAR 2 | $57,200 | BUILDING |
| JEWISH COMMUNITY HOUSING CORPORATION OF METROPOLITAN NEW JERSEY | ||||||||
| 760 NORTHFIELD AVENUE | WEST ORANGE | NJ | 07052 | N/A | PC | JCHC ASSISTED LIVING PROGRAM PILOT | $54,040 | |
| JEWISH FAMILY SERVICE OF METROWEST | ||||||||
| 256 COLUMBIA TURNPIKE SUITE 105 | FLORHAM PARK | NJ | 079321212 | N/A | PC | MENTAL HEALTH EDUCATION AND AWARENESS YEAR 3 | $48,704 | |
| JEWISH SERVICE FOR DEVELOPMENTALLY DISABLED OF METROWEST | ||||||||
| 270 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | N/A | PC | WAE TO CONNECT- YEAR TWO | $42,500 | |
| KESSLER FOUNDATION INC | ||||||||
| 120 EAGLE ROCK AVE SUITE 100 | EAST HANOVER | NJ | 07936 | N/A | PC | HOME-BASED STROKE REHABILITATION USING PORTABLE IMMERSIVE VIRTUALLY REALITY TECHNOLOGY | $49,528 | |
| LIFETOWN INC | ||||||||
| 10 MICROLAB ROAD | LIVINGSTON | NJ | 07039 | N/A | PC | UMATTER @ LIFETOWN | $25,000 | |
| MAIN ST COUNSELING CENTER | ||||||||
| 8 MARCELLA AVENUE | WEST ORANGE | NJ | 07052 | N/A | PC | EXPANSION OF ACCESSIBLE TREATMENT OPTIONS YEAR 2 | $85,000 | |
| MAKE THE ROAD STATES | ||||||||
| 301 GROVE ST | BROOKLYN | NY | 11237 | N/A | PC | COMUNIDADES SALUDABLES | $50,000 | |
| MONTCLAIR STATE UNIVERSITY | ||||||||
| ONE NORMAL AVENUE COLLEGE HALL ROO | MONTCLAIR | NJ | 07043 | N/A | PC | CARDIAC RISK SCREENING AND EDUCATION INITIATIVE FOR RESIDENTS OF THE GREATER NEWARK | $37,500 | |
| NEWARK BETH ISRAEL MEDICAL CENTER | ||||||||
| DEVELOPMENT DEPARTMENT 201 LYONS | NEWARK | NJ | 07112 | N/A | PC | THE HEALTHCARE FOUNDATION OF NEW JERSEY EMERGENCY SERVICES PAVILION AT NEWARK BETH ISRAEL MEDICAL CENTER | $4,000,000 | AVENUE |
| NEWARK COMMUNITY STREET TEAM INC | ||||||||
| 400 HAWTHORNE AVENUE | NEWARK | NJ | 07112 | N/A | PC | NEWARK COMMUNITY STREET TEAM (NCST) HEALING JOURNEYS | $14,087 | |
| NEWARK COMMUNITY STREET TEAM INC | ||||||||
| 400 HAWTHORNE AVENUE | NEWARK | NJ | 07112 | N/A | PC | NCST TRAUMA RECOVERY CENTER | $76,737 | |
| NJCRI | ||||||||
| 393 CENTRAL AVENUE | NEWARK | NJ | 07103 | N/A | PC | MENTAL HEALTH SUPPORT FOR LGBTQI ADOLESCENTS AND YOUNG ADULTS | $91,500 | |
| NJCRI | ||||||||
| 393 CENTRAL AVENUE | NEWARK | NJ | 07103 | N/A | PC | ADDRESSING VACCINE HESITANCY, TRAUMA AND BEHAVIORAL HEALTH FOR VULNERABLE, UNDERSERVED MINORITY POPULATIONS DURING COVID-19 | $55,397 | |
| NEW JERSEY INSTITUTE OF TECHNOLOGY UNIVERSITY HEIGHTS | ||||||||
| UNIVERSITY HEIGHTS | NEWARK | NJ | 07102 | N/A | PC | NJIT STUDENT PEER WELLNESS COACH PROGRAM | $44,710 | |
| NJPAC | ||||||||
| ONE CENTER STREET | NEWARK | NJ | 071024591 | N/A | PC | BREAKING THE FOURTH WALL: DEVELOPING A MODEL FOR TRAUMA INFORMED CARE IN THE ARTS YEAR THREE | $47,500 | |
| OAKS INTEGRATED CARE INC | ||||||||
| 770 WOODLANE RD | MOUNT HOLLY | NJ | 08060 | N/A | PC | REMOVING RECOVERY ROADBLOCKS YEAR 2 | $35,782 | |
| OPPORTUNITY PROJECT | ||||||||
| 60 EAST WILLOW STREET | MILLBURN | NJ | 07041 | N/A | PC | COVID-19: ESSENTIAL TOOLS FOR REOPENING | $5,511 | |
| PLANNED PARENTHOOD OF METROPOLITAN NEW JERSEY INC | ||||||||
| 238 MULBERRY STREET 1ST FL | NEWARK | NJ | 07102 | N/A | PC | PPMNJ: FLOAT TEAM - CLINICIAN SUPPORT | $54,525 | |
| PLANNED PARENTHOOD OF NORTHERN CENTRAL AND SOUTHERN NEW JERSEY INC | ||||||||
| 196 SPEEDWELL AVENUE | MORRISTOWN | NJ | 07960 | N/A | PC | PROJECT ONE-STEP | $48,585 | |
| PLAYWORKS EDUCATION ENERGIZEDNEWARK | ||||||||
| 60 PARK PLACE SUITE 404 | NEWARK | NJ | 07102 | N/A | PC | BUILDING HEALTHY SCHOOL CLIMATE FOR YOUTH IN NEWARK PUBLIC SCHOOLS | $93,438 | |
| RUTGERS UNIVERSITY FOUNDATION | ||||||||
| 110 BERGEN STREET ROOM B-824 | NEWARK | NJ | 07101 | N/A | PC | NEW JERSEY NURSING AND EMOTIONAL WELL-BEING INSTITUTE (NJ-NEW) | $66,844 | |
| SADIE NASH LEADERSHIP PROJECT INC | ||||||||
| 4 WEST 43RD STREET SUITE 502 | NEW YORL | NY | 10036 | N/A | PC | MENTAL HEALTH AND WELLNESS SUPPORT FOR NEWARK YOUTH | $12,500 | |
| SUMMIT HEALTH CARES | ||||||||
| 150 FLORAL AVE SUITE 103 | NEW PROVIDENCE | NJ | 07974 | N/A | PC | HEALTHY TOMORROWS COMMUNITY OUTREACH: ESSEX COUNTY | $30,000 | |
| TRINITAS HEALTH FOUNDATION | ||||||||
| PO BOX 259 | ELIZABETH | NJ | 072070259 | N/A | PC | THE HEALTHCARE FOUNDATION OF NJ CENTER FOR COMPLEX PSYCHIATRIC DISORDERS | $500,000 | |
| TRUST FOR PUBLIC LAND | ||||||||
| 150 BERGEN STREET | NEWARK | NJ | 07103 | N/A | PC | HEALTHY PLAY EQUIPMEN AT LINCOLN ELEMENTARY SCHOOL PLAYGROUNG | $150,000 | |
| UNIVERSITY HOSPITAL FOUNDATION | ||||||||
| 150 BERGEN STREET | NEWARK | NJ | 07103 | N/A | PC | BUILDING A MODEK TRAUMA TEAM TO IMPROVE PATIENT OUTCOMES | $98,997 | |
| VISION TO LEARN | ||||||||
| 12100 WILSHIRE BLVD SUITE 1275 | LOS ANGELES | CA | 90025 | N/A | PC | VISION TO LEARN - FREE EYE EXAMS AND GLASSES FOR 3-5TH GRADERS IN ESSEX COUNTY (IRVINGTON) | $23,450 | |
| YCS FOUNDATION | ||||||||
| 25 EAST SALEM STREET 3RD FLOOR | HACKENSACK | NJ | 07601 | N/A | PC | YCS INSTITUTE FOR INFANT & PRESCHOOL MENTAL HEALTH EARLY HEAD START/HEAD START PARTNERSHIP YEAR 2 | $60,600 | |
| YOUTH DEVELOPMENT CLINIC OF NEWARK | ||||||||
| 500 BROAD STREET 3RD FLOOR SUITE 1 | NEWARK | NJ | 07102 | N/A | PC | BUILDING SOCIAL-EMOTIONAL COMPETENCE, YEAR 3 | $34,684 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,152,415 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $13,505 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,552,727 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $8,063 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $390,523 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,915,255 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| OTHER INVESTMENT INCOME THROUGH PARTNERSHIPS | 525990 | -$2,431 | 01 | $2,431 |
| GRANT REFUNDS | 01 | $15,457 | ||
| STATE TAX REFUND | 01 | $5,205 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $401,597 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,499,228 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,900,825 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $71,450 | Amt |
| Net Investment Income | $4,287 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $91,163 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 8X8 INC NEW COM | $31,492 | $31,492 |
| ACADIA HEALTHCARE COMPANY INC COM | $85,466 | $85,466 |
| ACCOLADE INC COM | $46,209 | $46,209 |
| ADAPTHEALTH CORP | $64,477 | $64,477 |
| ADDUS HOMECARE CORP COM | $69,758 | $69,758 |
| ADVANCED DRAIN SYS INC DEL COM | $104,276 | $104,276 |
| ALTRA INDL MOTION CORP COM | $60,388 | $60,388 |
| ATKORE INC COM | $110,300 | $110,300 |
| AXONICS INC COM | $65,968 | $65,968 |
| BALLYS CORPORATION COM | $48,298 | $48,298 |
| BELLRING BRANDS INC COM CL A | $87,644 | $87,644 |
| BTRS HOLDINGS INC COM CL 1 | $30,420 | $30,420 |
| BUSINESS FIRST BANCSHARES INC COM | $58,913 | $58,913 |
| CADENCE BANK COM | $73,254 | $73,254 |
| CANADA GOOSE HOLDINGS INC SHS SUB VTG | $45,028 | $45,028 |
| CAREDX INC COM | $39,113 | $39,113 |
| CASELLA WASTE SYS INC CL A | $60,136 | $60,136 |
| CHART INDS INC COM PAR $0.01 | $70,814 | $70,814 |
| CHEFS WHSE INC COM | $114,785 | $114,785 |
| CIRRUS LOGIC INC COM | $46,746 | $46,746 |
| COLUMBIA BKG SYS INC COM | $62,822 | $62,822 |
| DRIVEN BRANDS HLDGS INC COM | $91,312 | $91,312 |
| DUCOMMUN INC DEL COM | $71,465 | $71,465 |
| ENDAVA PLC ADS | $77,411 | $77,411 |
| EVERI HLDGS INC COM | $138,263 | $138,263 |
| EVO PMTS INC CL A COM | $140,877 | $140,877 |
| EVOLENT HEALTH INC CL A | $114,914 | $114,914 |
| EVOQUA WATER TECHNOLOGIES CORP COM | $136,276 | $136,276 |
| EXPONENT INC COM | $84,629 | $84,629 |
| FIGS INC CL A | $135,513 | $135,513 |
| FLOOR & DECOR HLDGS INC CL A | $74,756 | $74,756 |
| FOX FACTORY HLDG CORP COM | $35,891 | $35,891 |
| FRESHPET INC COM | $61,544 | $61,544 |
| GATES INDL CORP PLC ORD SHS | $41,716 | $41,716 |
| HAMILTON LANE INC CL A | $81,963 | $81,963 |
| HILLMAN SOLUTIONS CORP COM | $49,783 | $49,783 |
| HOME BANCSHARES INC COM | $61,630 | $61,630 |
| ICF INTL INC COM | $112,292 | $112,292 |
| INTER PARFUMS INC COM | $138,863 | $138,863 |
| JAMF HLDG CORP COM | $65,985 | $65,985 |
| KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $57,366 | $57,366 |
| LESLIES INC COM | $95,681 | $95,681 |
| LHC GROUP INC COM | $48,031 | $48,031 |
| LIQUIDITY SERVICES INC COM | $72,842 | $72,842 |
| MANITOWOC CO INC COM NEW | $55,677 | $55,677 |
| MEDIAALPHA INC CL A | $35,605 | $35,605 |
| NATIONAL VISION HLDGS INC COM | $61,715 | $61,715 |
| NEOGEN CORP COM | $67,025 | $67,025 |
| NOVANTA INC COM | $93,984 | $93,984 |
| OLLIES BARGAIN OUTLT HLDGS INC COM | $23,855 | $23,855 |
| OPTION CARE HEALTH INC COM NEW | $157,103 | $157,103 |
| PACIRA BIOSCIENCES, INC. | $72,505 | $72,505 |
| PALOMAR HLDGS INC COM | $44,044 | $44,044 |
| PAYCOR HCM INC COM | $75,511 | $75,511 |
| PORTILLOS INC COM CL A | $41,557 | $41,557 |
| PRIVIA HEALTH GROUP INC COM | $73,160 | $73,160 |
| PROGYNY INC COM | $59,917 | $59,917 |
| RADNET INC COM | $114,328 | $114,328 |
| RBC BEARINGS INC COM | $69,074 | $69,074 |
| REGAL REXNORD CORPORATION COM | $135,123 | $135,123 |
| REV GROUP INC COM | $62,727 | $62,727 |
| SIMPLY GOOD FOODS CO COM | $52,503 | $52,503 |
| SPX CORP COM | $108,916 | $108,916 |
| STONERIDGE INC COM | $56,220 | $56,220 |
| TFI INTL INC COM | $95,854 | $95,854 |
| TREAN INS GROUP INC COM | $48,417 | $48,417 |
| UNITED CMNTY BKS BLAIRSVLE GA COM | $59,804 | $59,804 |
| VERITEX HLDGS INC COM | $84,891 | $84,891 |
| WINTRUST FINANCIAL CORP COM | $96,088 | $96,088 |
| WNS HOLDINGS LTD SPON ADR | $125,925 | $125,925 |
| WORKIVA INC COM CL A | $74,640 | $74,640 |
| XPEL INC COM | $34,003 | $34,003 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (38 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABERDEEN | FMV | $2,499,939 | $2,499,939 |
| AG REALTY FUND IX | FMV | $1,431,411 | $1,431,411 |
| AG REALTY FUND X | FMV | $1,606,824 | $1,606,824 |
| AMERICAN EUROPACIFIC GROWTH | FMV | $11,522,539 | $11,522,539 |
| ASF VI L.P. | FMV | $323,760 | $323,760 |
| ASF VIII | FMV | $1,342,854 | $1,342,854 |
| BLACKSTONE | FMV | $13,339,903 | $13,339,903 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | FMV | $13,295,898 | $13,295,898 |
| COHEN & STEERS INST GLOBAL REALTY SHARES | FMV | $8,833,953 | $8,833,953 |
| COLLER | FMV | $205,722 | $205,722 |
| COMMONFUND | FMV | $97,722 | $97,722 |
| GREEN EQUITY INVESTORS OFFSHORE FUND VII LP | FMV | $2,999,318 | $2,999,318 |
| GREEN EQUITY INVESTORS OFFSHORE FUND VIII LP | FMV | $1,648,820 | $1,648,820 |
| GREENSPRING GLOBAL PARTNERS VI | FMV | $5,694,367 | $5,694,367 |
| GREENSPRING GLOBAL PARTNERS VIII | FMV | $3,623,847 | $3,623,847 |
| ISRAEL BONDS - 2.24% DUE ON 10/1/2022 | FMV | $124,856 | $124,856 |
| ISRAEL BONDS - 2.24% DUE ON 10/1/2026 | FMV | $124,540 | $124,540 |
| KKR SPECIAL SITUATIONS (TE) FEEDER II LP | FMV | $742,789 | $742,789 |
| LAZARD GLOBAL LISTED INFRASTRUCTURE | FMV | $6,171,327 | $6,171,327 |
| LIGHTHOUSE DIVERSIFIED FUND LTD | FMV | $11,787,941 | $11,787,941 |
| METROPOLITAN WEST TOTAL RETURN FUND (MWTIX) | FMV | $12,278,833 | $12,278,833 |
| NEW MOUNTAIN PARTNERS V LP | FMV | $2,808,681 | $2,808,681 |
| NEW MOUNTAIN PARTNERS VI LP | FMV | $499,770 | $499,770 |
| OAKTREE | FMV | $59,485 | $59,485 |
| OAKTREE OPPORTUNITIES | FMV | $792,779 | $792,779 |
| OAKTREE OPPORTUNITIES XB | FMV | $858,219 | $858,219 |
| PLATINUM EQUITY CAPITAL PARTNERS | FMV | $1,122,032 | $1,122,032 |
| PLATINUM EQUITY CAPITAL PARTNERS V LP | FMV | $2,536,462 | $2,536,462 |
| POINTER OFFSHORE LTD | FMV | $15,004,582 | $15,004,582 |
| PZENA EMERGING MARKETS FOCUSED | FMV | $5,568,929 | $5,568,929 |
| RUSSELL 1000 INDEX CTF CMK9 | FMV | $35,844,678 | $35,844,678 |
| SPUR III | FMV | $2,282,625 | $2,282,625 |
| SPUR V | FMV | $1,643,058 | $1,643,058 |
| VANGUARD RUSSELL 1000 VALUE IN | FMV | $14,882,893 | $14,882,893 |
| VISTA EQUITY PARTNERS FUND VII | FMV | $2,148,010 | $2,148,010 |
| WELLINGTON MGT COMPANY | FMV | $5,497,241 | $5,497,241 |
| WESTERN ASSET MANAGEMENT | FMV | $14,065,270 | $14,065,270 |
| WILLIAM BLAIR EMERGING LEADERS | FMV | $5,700,345 | $5,700,345 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,410 | LegalFeesAmt |
| Net Investment Income | $265 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,145 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $1,780 | $2,063 | $2,063 |
| TAX RECLAIM RECEIVABLE | $684 | $684 | $684 |
| INTEREST INCOME RECEIVABLE | $1,535 | $976 | $976 |
| DUE FROM BROKER | $2,591 | $2,591 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVISION FOR DEFERRED FEDERAL EXCISE TAX EXPENSE | Desc |
| Amt | $222,025 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMERCIAL INSURANCE EXPENSE | $44,554 | $2,673 | $40,477 |
| ANNUAL REPORT | $4,025 | $0 | $4,025 |
| BANK FEES | $935 | $935 | $0 |
| DIRECT GRANT EXPENSES | $25,076 | $0 | $25,076 |
| PAYROLL PROCESSING FEES | $4,126 | $248 | $3,878 |
| PROFESSIONAL DEVELOPMENT | $415 | $25 | $390 |
| OTHER PORTFOLIO DEDUCTIONS | $0 | $319,602 | $0 |
| OFFICE EXPENSES | $23,750 | $1,425 | $22,407 |
| COMPUTER EXPENSES | $40,256 | $2,415 | $41,519 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PARTNERSHIP INCOME | $8,063 | $40,355 | $8,063 |
| GRANT REFUNDS | $15,457 | $15,457 | |
| STATE TAX REFUND | $5,205 | $5,205 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $10,820,827 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $823,219 | $1,045,244 |
| DUE TO BROKER | $14,288 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $324,583 | Amt |
| Net Investment Income | $321,712 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $0 | $13,985 | $0 |
| STATE AND OTHER TAXES | $2,642 | $2,642 | $0 |
| FEDERAL EXCISE TAX | $264,843 | $0 | $0 |