TURRELL FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TURRELL FUND (EIN 22-1551936)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202223149349100427
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T10:28:25-06:00 | 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 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221551936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TURRELL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TURR | BusinessNameControlTxt |
| Phone | 9737839358 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 VAN VLECK STREET | AddressLine1Txt |
| City | MONTCLAIR | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD RIBEIRO | PersonNm |
| Person Title | VP & CFO | PersonTitleTxt |
| Phone | 9737839283 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | RIBEIRO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANAN SAMARA | PreparerPersonNm |
| PTIN | P02103452 | 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 | $130,313,132 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,864 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,864 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $386,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,138,851 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,382,397 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,325,181 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,723,509 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,954 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,169,451 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,785,897 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,039,675 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $779,080 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $731,080 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $440,525 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $440,525 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $449,765 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,152 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $436,613 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $55,792 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $55,792 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $54,987 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $52,987 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $757,776 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $640,491 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $117,285 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $94,913 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $111,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $63,023 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $93,873 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $93,873 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $40,491 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $40,491 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $227 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $227 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $358,502 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $401,021 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $355,093 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,142,018 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,260,600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,323,966 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,968,675 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,968,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,110,693 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,260,600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,292,641 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,324,796 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,779,075 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500 | CashBOYAmt |
| Cash EOY | $500 | CashEOYAmt |
| Cash EOYFMV | $500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,907,435 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,272,493 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,272,493 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,534,253 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,078,695 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,078,695 | USGovtObligationsEOYFMVAmt |
| Mortgage Loans BOY | $1,575 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,579 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,579 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $107,610,745 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $118,859,070 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $118,859,070 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,804,087 | OtherAssetsBOYAmt |
| Other Assets EOY | $100,795 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100,795 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $117,858,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,313,132 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,313,132 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $169,940 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $96,295 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $169,940 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $96,295 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $117,688,655 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $130,216,837 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $117,688,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $130,216,837 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $117,858,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,313,132 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $117,688,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,324,796 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,852,978 | OtherIncreasesAmt |
| Subtotal | $130,216,837 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $130,216,837 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | $5,729,976 | $4,196,277 | $1,533,699 | $1,533,699 | |
| WTC-CTF GLOBAL BOND OPPS US 1-10 YEAR TIPS | $107,837 | $107,837 | P | ||
| STRATEGIC GLOBAL EQUITY TRUST | $293,425 | $293,425 | P | ||
| STRATEGIC EMERGING MARKETS EQUITY TR | $28,447 | $28,447 | P | ||
| STRATEGIC DEV MKTS EX US EQ TR | $765,430 | $765,430 | P | ||
| SSGA S&P GSCI ( R ) NL CTF (CM1Z) | $1,110,886 | $1,110,886 | P | ||
| STRATEGIC PRIVATE EQUITY FUND V LP | $954,566 | $954,566 | P | ||
| STRATEGIC ACTIVE CREDIT TRUST | $2,064 | $2,064 | P | ||
| STRATEGIC U.S. EQUITY TRUST | $310,647 | $310,647 | P | ||
| HARRISON STREET CORE PROPERTY FUND, LP | $7,790 | $7,790 | P | ||
| BAYVIEW OPPORTUNITY OFFSHORE VI | $55 | $55 | P | ||
| ITALIAN REAL ESTATE SPECIAL SITUATIONS II FEEDER LTD | $6,463 | $6,463 | P | ||
| STRATEGIC FUNDS SPC ALPHA SEGREGATED | $175,824 | $175,824 | P | ||
| TCW DIRECT LENDING VII LLC | -$21,191 | -$21,191 | P | ||
| CAPITAL GAINS DIVIDENDS | $447,567 | $447,567 | $447,567 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,723,509 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $135,929 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $135,929 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $135,929 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $123,512 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $153,512 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,583 | OverpaymentAmt |
| Applied To ES Tax | $17,583 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TURRELLFUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD RIBEIRO VP & CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9737839358 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 VAN VLECK STREET | AddressLine1Txt |
| City | MONTCLAIR | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CURTLAND E FIELDS | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | PRESIDENT & CEO/SECRETARY | 50.00 | $480,000 | $265,404 | $36,150 |
| RICHARD A RIBEIRO | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | CFO/TREASURER | 50.00 | $230,080 | $91,454 | $0 |
| S LAWRENCE PRENDERGAST | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | CHAIRMAN | 10.00 | $2,500 | $0 | $0 |
| ROBERT E ANGELICA | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $2,500 | $0 | $0 |
| ELIZABETH W CHRISTIE | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| REVEREND WILLIAM S GANNON | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $2,500 | $0 | $0 |
| JUNLEI LI | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $2,500 | $0 | $0 |
| DR JULIA A MILLER | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| JOHN MORNING | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $2,500 | $0 | $0 |
| REVEREND JOHN P MITCHELL | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MARK SUSTIC | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $2,500 | $0 | $0 |
| MATTHEW E MELMED | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $2,500 | $0 | $0 |
| WILLIAM H HAMMOND | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| KIM KEISER | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | VT PROJECT DIRECTOR/ASS'T SECRETARY | 40.00 | $51,500 | $7,725 | $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 |
|---|---|---|---|---|---|---|---|---|
| EVAN DELGADO | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | VICE PRESIDENT OF PR | 50.00 | $154,500 | $36,279 | $12,000 |
| MADISON MCHUGH | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | DIRECTOR OF OPERATIO | 50.00 | $88,000 | $21,272 | $0 |
| STANLEY T CARROLL | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | IMPLEMENTATION SPECI | 30.00 | $82,275 | $10,754 | $0 |
| ANDRES MONCLUT | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | DIRECTOR OF SYSTEMS | 50.00 | $51,000 | $16,144 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STRATEGIC INVESTMENT GROUP | |||||
| 1001 19 STREET NORTH 16TH FLOOR | ARLINGTON | VA | 22209 | OCIO/INVESTMENT MANAGEMENT | $437,820 |
| NORTHEAST TECHNOLOGY SUPPORT | |||||
| 32 EKLUND BLVD | NESCONSET | NY | 11767 | IT SERVICES | $150,856 |
| BNY MELLON ASSET SERVICING | |||||
| 500 GRANT STREET | PITTSBURGH | PA | 15258 | CUSTODIAL SERVICES | $132,312 |
| THE MONTCLAIR FOUNDATION | |||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | RENT | $95,153 |
| HORIZON BLUE CROSS BLUE SHIELD | |||||
| P O BOX 10130 | NEWARK | NJ | 07101 | MEDICAL INSURANCE | $84,542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STMT 16 | Description1Txt |
| Expenses1 | $921,915 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $119,216,352 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,745,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $122,966,431 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $122,966,431 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,844,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $121,121,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,056,097 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,056,097 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $135,929 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,367 | IncomeTaxAmt |
| Total Tax | $139,296 | TotalTaxAmt |
| Distributable Before Adj | $5,916,801 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $451 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,917,252 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,917,252 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,292,641 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,292,641 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,917,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,528,957 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,234,887 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $888,133 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,095,341 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,747,318 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,292,641 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,917,252 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $375,389 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,122,707 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,528,957 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,593,750 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,234,887 | ExcessFromYear4Amt |
| Excess From Year2 | $888,133 | ExcessFromYear2Amt |
| Excess From Year1 | $1,095,341 | ExcessFromYear1Amt |
| Excess From Current Year | $375,389 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EVAN DELAGDO DIRECTOR OF PROGRAMS C | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 VAN VLECK STREET | AddressLine1Txt |
| City | MONTCLAIR | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9737839358 | RecipientPhoneNum |
| Form And Info And Materials | ALL GRANT APPLICATIONS MUST BE SUBMITTED ON-LINE. THE FOLLOWING ATTACHMENTS ARE TO BE INCLUDED WITH THE GRANT APPLICATION: IRS DETERMINATION LETTER OF THE ORGANIZATION (TAX EXEMPTION) FORM 990 FOR THE MOST RECENT YEAR AVAILABLE ORGANIZATION'S OPERATING BUDGET FOR THE COMING YEAR LIST OF THE NAMES OF THE ORGANIZATION'S BOARD OF DIRECTORS AND THEIR AFFILIATIONS AUDITED FINANCIAL STATEMENTS FOR THE MOST RECENT YEAR AVAILABLE EXPENSE AND INCOME BUDGET FOR THE PARTICULAR PROJECT OR PROGRAM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 1 AND AUGUST 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE GIVEN TO ORGANIZATIONS IN NEW JERSEY (UNION, ESSEX, HUDSON PASSAIC COUNTIES) & VERMONT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (162 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 4CS OF PASSAIC COUNTY INC | ||||||||
| 2 MARKET STREET SUITE 300 | PATERSON | NJ | 07501 | N/A | PC | PROGRAM SUPPORT | $500 | |
| ACRE FAMILY CHILD CARE | ||||||||
| 55 MIDDLE STREET 5TH FLOOR SUITE | LOWELL | MA | 01852 | N/A | PC | PROGRAM SUPPORT | $4,500 | 500 |
| ADVOCATES FOR CHILDREN OF NEW JERSEY | ||||||||
| 35 HALSEY STREET | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $153,000 | |
| ARTS BUS INC | ||||||||
| KIMBALL LIBRARY 67 N MAIN STREET | RANDOLPH | VT | 05060 | N/A | PC | PROGRAM SUPPORT | $250 | |
| BARTON LIBRARY CLUB | ||||||||
| PO BOX 549 | BARTON | VT | 058220549 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| BETHANY CARES INCORPORATED | ||||||||
| 275 W MARKET ST | NEWARK | NJ | 071032717 | N/A | PC | PROGRAM SUPPORT | $22,000 | |
| BIG BROTHERS BIG SISTERS OF ESSEX HUDSON & UNION COUNTIES | ||||||||
| 500 BROAD ST FL 2 | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| BOYS & GIRLS CLUB OF PATERSON INC | ||||||||
| 264 21ST AVE | PATERSON | NJ | 075013506 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| BRATTLEBORO MUSEUM AND ART CENTER INC | ||||||||
| 10 VERNON ST | BRATTLEBORO | VT | 053013389 | N/A | PC | PROGRAM SUPPORT | $250 | |
| BUILDING BRIGHT FUTURES STATE ADVISORY COUNCIL INC | ||||||||
| 600 BLAIR PARK ROAD SUITE 306 | WILLISTON | VT | 05495 | N/A | PC | PROGRAM SUPPORT | $18,000 | |
| BURLINGTON SCHOOL DISTRICT | ||||||||
| INTEGRATED ARTS ACADEMY 6 ARCHIBALD | BURLINGTON | VT | 05401 | N/A | PC | PROGRAM SUPPORT | $1,500 | STREET |
| CARNEGIE HALL | ||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 100193210 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| CASA FOR CHILDREN OF ESSEX COUNTY (ESSEX COUNTY COURT APPOINTED SPECIAL ADV | ||||||||
| 212 WASHINGTON STREET - ROOM 912 | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $31,500 | |
| CAUCUS EDUCATIONAL CORPORATION INC | ||||||||
| 75 MIDLAND AVENUE | MONTCLAIR | NJ | 07042 | N/A | PC | PROGRAM SUPPORT | $150,000 | |
| CENTER FOR EDUCATION AND JUVENILE JUSTICE | ||||||||
| 406 PARKER ST | NEWARK | NJ | 071041333 | N/A | PC | PROGRAM SUPPORT | $92,500 | |
| CENTER FOR FAMILY RESOURCES | ||||||||
| 12 MORRIS RD | RINGWOOD | NJ | 074561700 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| CHANDLER CENTER FOR THE ARTS INC | ||||||||
| 71 N MAIN ST 73 | RANDOLPH | VT | 050601105 | N/A | PC | PROGRAM SUPPORT | $4,000 | |
| CHILD CARE AWARE OF AMERICA | ||||||||
| 1515 N COURTHOUSE ROAD 3RD FLOOR | ARLINGTON | VA | 222012909 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| CHILDREN'S AID AND FAMILY SERVICES INC | ||||||||
| 200 ROBIN ROAD | PARAMUS | NJ | 07652 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| CHILDREN'S DAY NURSERY AND FAMILY CENTER | ||||||||
| 104 JEFFERSON ST | PASSAIC | NJ | 070555114 | N/A | PC | PROGRAM SUPPORT | $40,000 | |
| CLEVELAND CLINIC | ||||||||
| 6801 BRECKSVILLE RD RK1-85 | INDEPENDENCE | OH | 441315032 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| COMMUNITY FOODBANK OF NEW JERSEY INC | ||||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 072052400 | N/A | PC | PROGRAM SUPPORT | $25,500 | |
| COMMUNITY FOUNDATION OF NEW JERSEY | ||||||||
| PO BOX 338 | MORRISTOWN | NJ | 079630338 | N/A | PC | PROGRAM SUPPORT | $55,000 | |
| COPE CENTER INC | ||||||||
| 104 BLOOMFIELD AVE | MONTCLAIR | NJ | 070424723 | N/A | PC | PROGRAM SUPPORT | $500 | |
| COUNCIL OF NEW JERSEY GRANTMAKERS INC | ||||||||
| 101 W STATE ST | TRENTON | NJ | 086081101 | N/A | PC | PROGRAM SUPPORT | $25,675 | |
| COURT APPOINTED SPECIAL ADVOCATE CASA OF HUDSON COUNTY | ||||||||
| 442 HOBOKEN AVENUE | JERSEY CITY | NJ | 07306 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| COURT APPOINTED SPECIAL ADVOCATES - PASSAIC COUNTY | ||||||||
| 415 HAMBURG TPKE STE 1 | WAYNE | NJ | 074702164 | N/A | PC | PROGRAM SUPPORT | $110,000 | |
| COURT APPOINTED SPECIAL ADVOCATES (CASA) OF UNION COUNTY | ||||||||
| 1143 E JERSEY ST SUITE 45 | ELIZABETH | NJ | 072012310 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| COVENANT HOUSE NEW JERSEY | ||||||||
| 330 WASHINGTON ST | NEWARK | NJ | 071022630 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| CUMAC ECHO INC | ||||||||
| PO BOX 2721 | PATERSON | NJ | 07509 | N/A | PC | PROGRAM SUPPORT | $76,000 | |
| DAILEY MEMORIAL LIBRARY | ||||||||
| 101 JUNIOR HIGH DRIVE | DERBY | VT | 058290000 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| EAGLE FLIGHT SQUADRON INC | ||||||||
| PO BOX 5326 | EAST ORANGE | NJ | 070195326 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| EARLY CARE AND LEARNING PARTNERSHIP INC | ||||||||
| 164 MITCHELL DR | VERGENNES | VT | 05491 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| EDUCATIONAL ARTS TEAM | ||||||||
| 300 MORRIS PESIN DRIVE | JERSEY CITY | NJ | 07305 | N/A | PC | PROGRAM SUPPORT | $7,600 | |
| ELIZABETH COALITION TO HOUSE THE HOMELESS THE | ||||||||
| 118 DIVISION STREET | ELIZABETH | NJ | 072010000 | N/A | PC | PROGRAM SUPPORT | $15,500 | |
| EVA'S VILLAGE INC | ||||||||
| 393 MAIN ST | PATERSON | NJ | 075012815 | N/A | PC | PROGRAM SUPPORT | $1,300 | |
| EXPONENT PHILANTHROPY | ||||||||
| 1720 N ST NW | WASHINGTON | DC | 200362907 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| FAMILY GARDEN THE | ||||||||
| 861 WESTERN AVE | BRATTLEBORO | VT | 053016149 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| FAMILY PROMISE OF CAPE MAY COUNTY | ||||||||
| 505 TOWN BANK RD | CAPE MAY | NJ | 08204 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| FAMILY PROMISE OF ESSEX COUNTY INC | ||||||||
| 46 PARK ST | MONTCLAIR | NJ | 07042 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| FOCUS HISPANIC CENTER FOR COMMUNITY DEVELOPMENT INC | ||||||||
| 441 BROAD STREET | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $42,000 | |
| FOOD RESEARCH AND ACTION CENTER (FRAC) | ||||||||
| 1200 18TH ST NW STE 400 | WASHINGTON | DC | 200362527 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| FOREST HILL COMMUNITY ASSOCIATION | ||||||||
| PO BOX 9481 | NEWARK | NJ | 071040481 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| FOUNDATION CENTER THE | ||||||||
| 4801 COURTHOUSE ST STE 220 | WILLIAMSBURG | VA | 231882678 | N/A | PC | PROGRAM SUPPORT | $8,000 | |
| FRIENDS OF NORTH BRANCH NATURE CENTER INC | ||||||||
| 713 ELM STREET | MONTPELIER | VT | 05602 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| FRIENDS OF THE COBLEIGH LIBRARY INC | ||||||||
| PO BOX 147 | LYNDONVILLE | VT | 058510147 | N/A | PC | PROGRAM SUPPORT | $250 | |
| GENERATIONS UNITED | ||||||||
| 80 F STREET NW | WASHINGTON | DC | 200011528 | N/A | PC | PROGRAM SUPPORT | $14,500 | |
| GLASSROOTS INC | ||||||||
| 10 BLEEKER ST | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $7,500 | |
| GLOVER PUBLIC LIBRARY | ||||||||
| 51 BEAN HILL ROAD | GLOVER | VT | 05839 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| GOOD SAMARITAN HAVEN | ||||||||
| 105 N SEMINARY ST | BARRE | VT | 056413422 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| GRACE CHURCH IN NEWARK | ||||||||
| 643 SANFORD AVE | NEWARK | NJ | 07106 | N/A | PC | PROGRAM SUPPORT | $5,250 | |
| GRAMMAR SCHOOL THE | ||||||||
| 69 HICKORY RIDGE RD S | PUTNEY | VT | 053468876 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| GREATER BERGEN COMMUNITY ACTION INC | ||||||||
| 392 MAIN STREET | HACKENSACK | NJ | 07601 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| GREATER NEWARK CONSERVANCY INC | ||||||||
| 32 PRINCE ST | NEWARK | NJ | 071033005 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| GREEN MOUNTAIN CHILDREN'S CENTER | ||||||||
| 92 FARMVU DR | WHITE RIVER JUNCTION | VT | 050016001 | N/A | PC | PROGRAM SUPPORT | $250 | |
| GREENSBORO FREE LIBRARY | ||||||||
| 53 WILSON ST | GREENSBORO | VT | 05841 | N/A | PC | PROGRAM SUPPORT | $4,500 | |
| HACKENSACK MERIDIAN HEALTH FOUNDATION | ||||||||
| 160 ESSEX ST SUITE 101 | LODI | NJ | 076442709 | N/A | PC | PROGRAM SUPPORT | $150,000 | |
| HACKENSACK UNIVERSITY MEDICAL FOUNDATION | ||||||||
| 160 ESSEX ST SE 101 | LODI | NJ | 07644 | N/A | PC | PROGRAM SUPPORT | $124,825 | |
| HARLEM CHAMBER PLAYERS INC THE | ||||||||
| 191 CLAREMONT AVENUE 25 | NEW YORK | NY | 10027 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| HEALTH FEDERATION OF PHILADELPHIA | ||||||||
| 123 SOUTH BROAD STREET SUITE 650 | PHILADELPHIA | PA | 19109 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| IMMACULATE CONCEPTION HIGH SCHOOL | ||||||||
| 33 COTTAGE PLACE | MONTCLAIR | NJ | 07042 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| INSTITUTE OF MUSIC FOR CHILDREN INC | ||||||||
| 780 SALEM AVE | ELIZABETH | NJ | 07208 | N/A | PC | PROGRAM SUPPORT | $7,900 | |
| IRONBOUND COMMUNITY CORPORATION | ||||||||
| 315-317 ELM ST | NEWARK | NJ | 071050000 | N/A | PC | PROGRAM SUPPORT | $52,000 | |
| ISLAND POND PUBLIC LIBRARY | ||||||||
| PO BOX 422 | ISLAND POND | VT | 05846 | N/A | PC | PROGRAM SUPPORT | $5,500 | |
| JAZZ HOUSE KIDS INC | ||||||||
| 623 EAGLE ROCK AVE STE 118 | WEST ORANGE | NJ | 070522948 | N/A | PC | PROGRAM SUPPORT | $20,250 | |
| JERSEYCAN | ||||||||
| 1625 K ST NW SUITE 400 | WASHINGTON | DC | 20006 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| KEEPING BABIES SAFE INC | ||||||||
| 16 MOUNT BETHEL RD NO ST 245 | WARREN | NJ | 070595604 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| KENT PLACE SCHOOL | ||||||||
| 42 NORWOOD AVE | SUMMIT | NJ | 079011913 | N/A | PC | PROGRAM SUPPORT | $22,500 | |
| KIDS IN BUSINESS INC | ||||||||
| 74 BEACH STREET | BLOOMFIELD | NJ | 07003 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| KING STREET YOUTH CENTER INC | ||||||||
| PO BOX 1615 | BURLINGTON | VT | 05402 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| LET'S GROW KIDS | ||||||||
| 19 MARBLE AVENUE SUITE 4 | BURLINGTON | VT | 05401 | N/A | PC | PROGRAM SUPPORT | $451,000 | |
| LITTLE KIDS ROCK INC | ||||||||
| 271 GROVE AVE STE E2 | VERONA | NJ | 070441729 | N/A | PC | PROGRAM SUPPORT | $10,250 | |
| MAIN STREET COUNSELING SERVICE | ||||||||
| 8 MARCELLA AVENUE | WEST ORANGE | NJ | 07052 | N/A | PC | PROGRAM SUPPORT | $52,000 | |
| MARLBORO SCHOOL OF MUSIC INC | ||||||||
| 1528 WALNUT STREET SUITE 301 | PHILADELPHIA | PA | 19102 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| MENTAL HEALTH ASSOCIATION IN PASSAIC COUNTY | ||||||||
| 404 CLIFTON AVE | CLIFTON | NJ | 070112614 | N/A | PC | PROGRAM SUPPORT | $8,000 | |
| MONTCLAIR ART MUSEUM | ||||||||
| 3 S MOUNTAIN AVE | MONTCLAIR | NJ | 070421747 | N/A | PC | PROGRAM SUPPORT | $6,000 | |
| MONTCLAIR FOUNDATION THE VAN VLECK HOUSE & GARDENS | ||||||||
| 21 VAN VLECK STREET | MONTCLAIR | NJ | 07042 | N/A | PC | PROGRAM SUPPORT | $28,500 | |
| MONTCLAIR GATEWAY TO AGING IN PLACE | ||||||||
| 10 CRESTMONT RD 6O | MONTCLAIR | NJ | 07042 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| MORRILL MEMORIAL AND HARRIS LIBRARY | ||||||||
| PO BOX 110 | STRAFFORD | VT | 05072 | N/A | PC | PROGRAM SUPPORT | $4,500 | |
| MUSTARD SEED SCHOOL CHRISTIAN URBAN EDUCATION INC | ||||||||
| 422 WILLOW AVENUE | HOBOKEN | NJ | 070304177 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| NEW DESTINY FAMILY SUCCESS CENTERS INC | ||||||||
| 79 ELLISON STREET | PATERSON | NJ | 07505 | N/A | PC | PROGRAM SUPPORT | $50,200 | |
| NEW JERSEY COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 32 SPRUCE STREET | PATERSON | NJ | 07501 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| NEW JERSEY HISTORICAL SOCIETY | ||||||||
| 52 PARK PLACE | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| NEW JERSEY PERFORMING ARTS CENTER | ||||||||
| 1 CENTER ST | NEWARK | NJ | 071024501 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| NEW JERSEY SYMPHONY ORCHESTRA | ||||||||
| 60 PARK PL STE 900 | NEWARK | NJ | 071025507 | N/A | PC | PROGRAM SUPPORT | $120,000 | |
| NEW YORK COMMUNITY TRUST AKA COMMUNITY FUNDS INC | ||||||||
| 909 THIRD AVE 22ND FLOOR | NEW YORK | NY | 10022 | N/A | PC | PROGRAM SUPPORT | $7,500 | |
| NEWARK ARTS | ||||||||
| 17 ACADEMY ST 702 | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $31,500 | |
| NEWARK BOYS CHORUS SCHOOL | ||||||||
| 1016 BROAD STREET | NEWARK | NJ | 071022473 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| NEWARK DAY CENTER | ||||||||
| 43 HILL ST | NEWARK | NJ | 071022649 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| NEWARK MUSEUM ASSOCIATION THE | ||||||||
| 49 WASHINGTON STREET | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $30,500 | |
| NEWARK SCHOOL OF THE ARTS | ||||||||
| 89 LINCOLN PARK | NEWARK | NJ | 071022388 | N/A | PC | PROGRAM SUPPORT | $85,500 | |
| NORTHLAND PIONEER COLLEGE FRIENDS AND FAMILY INC | ||||||||
| 166 S MAIN ST | SNOWFLAKE | AZ | 859370000 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| OASIS HAVEN FOR WOMEN & CHILDREN INC THE | ||||||||
| 59 MILL ST | PATERSON | NJ | 075011822 | N/A | PC | PROGRAM SUPPORT | $11,000 | |
| ODYSSEY HOUSE INC NY | ||||||||
| 95 PINE ST FL 17 | NEW YORK | NY | 10005 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| OPERATION WARM INC | ||||||||
| PO BOX 822431 | PHILADELPHIA | PA | 191822431 | N/A | PC | PROGRAM SUPPORT | $5,500 | |
| OPHELIA J BERRY FUND INC THE (PATHWAYS TO COLLEGE) | ||||||||
| 397 LINDEN ST | WELLESLEY | MA | 024814906 | N/A | PC | PROGRAM SUPPORT | $45,000 | |
| ORLEANS COUNTY HISTORICAL SOCIETY INC | ||||||||
| 109 OLD STONE HOUSE ROAD | BROWNINGTON | VT | 05860 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| PARTNERSHIP FOR MATERNAL AND CHILD HEALTH OF NORTHERN NEW JERSEY | ||||||||
| 50 PARK PL STE 700 | NEWARK | NJ | 071024300 | N/A | PC | PROGRAM SUPPORT | $75,000 | |
| PATERSON EDUCATION FUND INC | ||||||||
| 451 VAN HOUTEN STREET | PATERSON | NJ | 07505 | N/A | PC | PROGRAM SUPPORT | $41,500 | |
| PLAINFIELD CITY UNION OF THE KING'S DAUGHTERS | ||||||||
| 502 W FRONT ST | PLAINFIELD | NJ | 070601142 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| PREVENT CHILD ABUSE - VERMONT | ||||||||
| PO BOX 829 | MONTPELIER | VT | 056010829 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| PRINCETON AREA COMMUNITY FOUNDATION INC | ||||||||
| 15 PRINCESS ROAD | LAWRENCEVILLE | NJ | 086482336 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| PROGRAMS FOR PARENTS INC | ||||||||
| 570 BROAD STREET NO 8TH FL | NEWARK | NJ | 071024532 | N/A | PC | PROGRAM SUPPORT | $22,000 | |
| PUERTO RICAN UNITY FOR PROGRESS | ||||||||
| 818 BROADWAY | CAMDEN | NJ | 081032108 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| PUSHCART PLAYERS | ||||||||
| 261 BLOOMFIELD AVE SUITE A | VERONA | NJ | 070442458 | N/A | PC | PROGRAM SUPPORT | $300 | |
| REACH OUT AND READ INC (NEW JERSEY) | ||||||||
| 2 ORCHARD DRIVE | BASKING RIDGE | NJ | 07920 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| ROOSEVELT SCHOOL PTA | ||||||||
| 733 KEARNY AVENUE | KEARNY | NJ | 07032 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| RUTLAND COUNTY PARENT-CHILD CENTER | ||||||||
| 61 PLEASANT ST | RUTLAND | VT | 057015009 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| SAINT BARNABAS BY-THE-BAY EPISCOPAL CHURCH | ||||||||
| 13 WEST BATES AVENUE PO BOX 77 | VILLAS | NJ | 08204 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| SAINT DOMINIC ACADEMY | ||||||||
| 2572 JOHN F KENNEDY BOULEVARD | JERSEY CITY | NJ | 07304 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| SAINT VINCENT ACADEMY | ||||||||
| 228 W MARKET ST | NEWARK | NJ | 07103 | N/A | PC | PROGRAM SUPPORT | $83,000 | |
| SALVATION ARMY THE | ||||||||
| 45 CENTRAL AVE | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| SCHOOLS THAT CAN CO NEWARK REGIONAL BUSINESS | ||||||||
| 60 PARK PLACE SUITE 1800 | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| SHAKESPEARE THEATRE OF NEW JERSEY INC THE | ||||||||
| 3 VREELAND ROAD | FLORHAM PARK | NJ | 07932 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| SHARRON MILLER'S ACADEMY FOR THE PERFORMING ARTS INC | ||||||||
| 14 SOUTH PARK STREET | MONTCLAIR | NJ | 070422768 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| SHELBURNE FARMS | ||||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| SHILOH OS BAPTIST CHURCH | ||||||||
| 801 SOPHIA STREET | FREDERICKSBURG | VA | 22401 | N/A | PC | PROGRAM SUPPORT | $500 | |
| SIERRA HOUSE INC | ||||||||
| 1221 KAPIOLANI BLVD STE 345 | HONOLULU | HI | 96814 | N/A | PC | PROGRAM SUPPORT | $250 | |
| SOUND START FOUNDATION | ||||||||
| PO BOX 155 | MOUNTAIN LAKES | NJ | 07046 | N/A | PC | PROGRAM SUPPORT | $4,000 | |
| SPHINX ORGANIZATION | ||||||||
| 400 RENAISSANCE CENTER SUITE 2550 | DETROIT | MI | 48243 | N/A | PC | PROGRAM SUPPORT | $41,500 | |
| ST PAUL BAPTIST CHURCH INC | ||||||||
| 119 ELM ST | MONTCLAIR | NJ | 070423206 | N/A | PC | PROGRAM SUPPORT | $500 | |
| ST BENEDICT'S PREPARATORY SCHOOL | ||||||||
| 520 DR MARTIN LUTHER KING JR | NEWARK | NJ | 071021314 | N/A | PC | PROGRAM SUPPORT | $76,500 | BOULEVARD |
| ST JOSEPH R C CHURCH (RESURRECTION SCHOOL) | ||||||||
| 511 PAVONIA AVE | JERSEY CITY | NJ | 073061303 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| ST JOSEPH'S HOSPITAL AND MEDICAL CENTER FOUNDATION INC | ||||||||
| 703 MAIN ST | PATERSON | NJ | 07503 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| ST PAUL'S COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 456 VAN HOUTEN ST | PATERSON | NJ | 075012118 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| STERN CENTER FOR LANGUAGE AND LEARNING | ||||||||
| 183 TALCOTT ROAD | WILLISTON | VT | 054952089 | N/A | PC | PROGRAM SUPPORT | $1,500 | |
| STUDENT PARTNER ALLIANCE | ||||||||
| 561 SPRINGFIELD AVE | SUMMIT | NJ | 079014404 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| SUMMIT SCHOOL OF TRADITIONAL MUSIC AND CULTURE INCORPORATED | ||||||||
| 46 BARRE STREET BOX 5 | MONTPELIER | VT | 056023508 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| SUMMIT SPEECH SCHOOL | ||||||||
| 705 CENTRAL AVENUE | NEW PROVIDENCE | NJ | 07974 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 100041056 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| THE CHILDREN'S HOME SOCIETY OF NEW JERSEY | ||||||||
| 635 SOUTH CLINTON AVENUE | TRENTON | NJ | 08611 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| THE FAMILY SCHOOL ASSOCIATION OF THE ETHICAL COMMUNITY CHARTER | ||||||||
| 95 BROADWAY | JERSEY CITY | NJ | 073066304 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| THE KIDS ON THE BLOCK NEW JERSEY | ||||||||
| PO BOX 206 | SHIP BOTTOM | NJ | 08008 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| TOWN HALL THEATER | ||||||||
| PO BOX 128 | MIDDLEBURY | VT | 05753 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| TRI-COUNTY SCHOLARSHIP FUND | ||||||||
| 14 MAIN STREET | MENDHAM | NJ | 07945 | N/A | PC | PROGRAM SUPPORT | $30,500 | |
| TRINITAS HEALTH FOUNDATION | ||||||||
| 225 WILLIAMSON ST | ELIZABETH | NJ | 072023625 | N/A | PC | PROGRAM SUPPORT | $4,250 | |
| UNION CITY MUSIC PROJECT INC | ||||||||
| 716 23RD ST | UNION CITY | NJ | 070872113 | N/A | PC | PROGRAM SUPPORT | $10,200 | |
| UNITED FAMILY AND CHILDREN'S SOCIETY | ||||||||
| 305 W 7TH ST | PLAINFIELD | NJ | 070601511 | N/A | PC | PROGRAM SUPPORT | $20,500 | |
| UNITED WAY OF PASSAIC COUNTY | ||||||||
| 301 MAIN STREET | PATERSON | NJ | 07505 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| VERMONT ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN | ||||||||
| 19 MARBLE AVE SUITE 4 | BURLINGTON | VT | 05401 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| VERMONT CHILDREN'S TRUST FOUNDATION | ||||||||
| 95 SAINT PAUL ST STE 330 | BURLINGTON | VT | 054016401 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| VERMONT COMMUNITY FOUNDATION (EARLY CHILDHOOD LEADERSHIP FUND) | ||||||||
| 3 COURT ST | MIDDLEBURY | VT | 057531405 | N/A | PC | PROGRAM SUPPORT | $21,000 | |
| VERMONT COMMUNITY LOAN FUND | ||||||||
| PO BOX 827 | MONTPELIER VT | VT | 05601 | N/A | PC | PROGRAM SUPPORT | $182,500 | |
| VERMONT FAMILY NETWORK | ||||||||
| 600 BLAIR PARK RD STE 240 | WILLISTON | VT | 054957549 | N/A | PC | PROGRAM SUPPORT | $5,500 | |
| VERMONT FOLKLIFE CENTER | ||||||||
| 88 MAIN ST | MIDDLEBURY | VT | 057531425 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| VERMONT YOUTH ORCHESTRA ASSOCIATION INC | ||||||||
| 223 ETHAN ALLEN AVE | COLCHESTER | VT | 054463306 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| VISION TO LEARN | ||||||||
| 12100 WILSHIRE BLVD STE 1275 | LOS ANGELES | CA | 900257143 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| VIVIAN BEAUMONT THEATER INC | ||||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 100236916 | N/A | PC | PROGRAM SUPPORT | $27,500 | |
| VOLUNTEER LAWYERS FOR JUSTICE INC | ||||||||
| PO BOX 32040 | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| WHARTON INSTITUTE FOR THE PERFORMING ARTS INC THE | ||||||||
| 60 LOCUST AVE | BERKELEY HTS | NJ | 079221602 | N/A | PC | PROGRAM SUPPORT | $10,250 | |
| WINSTON PROUTY CENTER FOR CHILD AND FAMILY DEVELOPMENT | ||||||||
| 209 AUSTINE DRIVE | BRATTLEBORO | VT | 053014481 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| WRITE ON SPORTS INC | ||||||||
| PO BOX 833 | SOUTH ORANGE | NJ | 07079 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| YMCA - EASTERN UNION COUNTY (GATEWAY FAMILY YMCA) | ||||||||
| 135 MADISON AVE | ELIZABETH | NJ | 072012420 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| YMCA - GREATER BURLINGTON | ||||||||
| 266 COLLEGE ST | BURLINGTON | VT | 054018318 | N/A | PC | PROGRAM SUPPORT | $1,500 | |
| YMCA - METROPOLITAN OF THE ORANGES | ||||||||
| 139 E MCCLELLAN AVE | LIVINGSTON | NJ | 07039 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| YM-YWHA OF UNION COUNTY INC | ||||||||
| 501 GREEN LN | UNION | NJ | 070837782 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| YORK STREET PROJECT | ||||||||
| 89 YORK STREET | JERSEY CITY | NJ | 07302 | N/A | PC | PROGRAM SUPPORT | $500 | |
| YOUNG TRADITION VERMONT | ||||||||
| PO BOX 163 | FAIRFAX | VT | 05454 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| YOUTH CONSULTATION SERVICE INC | ||||||||
| 284 BROADWAY | NEWARK | NJ | 071044003 | N/A | PC | PROGRAM SUPPORT | $20,500 | |
| YWCA - EASTERN UNION COUNTY | ||||||||
| 1131 E JERSEY ST | ELIZABETH | NJ | 07201 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| ZERO TO THREE | ||||||||
| 2445 M STREET NW SUITE 600 | WASHINGTON | DC | 20037 | N/A | PC | PROGRAM SUPPORT | $75,175 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,968,675 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,864 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,501 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $385,181 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $16,823 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,365,574 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| GRANT REFUND | 01 | $451 | ||
| OTHER PARTNERSHIP INCOME | 01 | -$12,633 | 525990 | $12,633 |
| MISCELLANEOUS INCOME | 01 | $3,407 | ||
| CORPORATE ACTIONS | 01 | $96 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $30,957 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,749,940 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,780,897 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BRUCE WILDER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 SPRING HILL RD | AddressLine1Txt |
| City | UNDERHILL | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05489 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PKF O'CONNOR DAVIES, LLP | CategoryTxt |
| Amt | $54,987 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $52,987 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUMMARY OF DIRECT CHARITABLE ACTIVITY | IdentifierTxt |
| Form And Line Reference | 990-PF, PART IX-A, LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | TURRELL FUND REGULARLY HOSTS WORKSHOPS AND MEETINGS TO BENEFIT NONPROFITS, PEER FUNDERS, AND COMMUNITY LEADERS. ONE OF THESE WORKSHOPS INCREASED KNOWLEDGE OF THE FORM 990, AND ENHANCED THEIR ABILITY TO USE IT AS A STRATEGIC MARKETING TOOL. TURRELL FUND ALSO SUPPORTED MULTIPLE STRATEGIC PROJECTS, INCLUDING A CONVENING ON ADVERSE CHILDHOOD EXPERIENCES IN NEW JERSEY. HEALTHYSTEPS, SAFE BABIES AND REIMAGINE CHILD CARE, ARE PUBLIC AWARENESS INITIATIVES THAT EDUCATES KEY DECISION MAKERS AND THE GENERAL PUBLIC ON THE IMPORTANCE OF EARLY CHILDHOOD CONTINUES TO BE A MAJOR INITIATIVE. THESE INITIATIVES CONTINUE TO BE CARRIED OUT IN PARTNERSHIPS WITH ADVOCATES FOR CHILDREN OF NEW JERSEY, CAUCUS EDUCATIONAL CORPORATION AND PASSAIC COUNTY COURT APPOINTED SPECIAL ADVOCATES.FINALLY, TURRELL FUND STAFF MEMBERS SPEND TIME OFFERING CAPACITY BUILDING AND TECHNICAL ASSISTANCE TO GRANTEES AND NONPROFITS, HELPING THEM OVERCOME THE BARRIERS THEY FACE AS THEY SERVICE CHILDREN AND FAMILIES. EXAMPLES OF ASSISTANCE INCLUDE STRATEGIC PLANNING, AND FUNDRAISING SUPPORT. | MediumExplanationTxt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,078,695 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,078,695 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARCM FEEDER FUND IV LTD | FMV | $1,064,550 | $1,064,550 |
| BAYVIEW OPPURTUNITY OFFSHORE VI | FMV | $623,525 | $623,525 |
| E-MINI RUSS 2000 FUTURE (CME) (1 SHARE) | FMV | $1,698 | $1,698 |
| HARRISON STREET CORE PROPERTY FUND | FMV | $624,477 | $624,477 |
| HC SPECIAL OPPORTUNITIES | FMV | $92,442 | $92,442 |
| HC SPECIAL OPPORTUNITIES PORTFOLIO II | FMV | $191,058 | $191,058 |
| HC SPECIAL OPPORTUNITIES PORTFOLIO III | FMV | $340,786 | $340,786 |
| HCC PRIVATE EQUITY OFFSHORE FUND VII LP | FMV | $1,594,186 | $1,594,186 |
| HILDENE OFFSHORE OPPURTUNITY FUND LTD | FMV | $993,260 | $993,260 |
| ITALIAN REAL ESTATE SPECIAL SITUATIONS II FEEDER LTD | FMV | $184,301 | $184,301 |
| MSCI EAFE FUTURE (NYF) EXP MAR 19 (21 SHARE) | FMV | $80,155 | $80,155 |
| MSCI EMG MKTS FUTURE (NYF) EXP MAR 21 (32 SHARES) | FMV | $16,284 | $16,284 |
| PRIME PROPERTY FUND LLC | FMV | $3,915,320 | $3,915,320 |
| PRIVATE EQUITY VI | FMV | $2,214,250 | $2,214,250 |
| PRIVATE EQUITY X | FMV | $4,273,234 | $4,273,234 |
| S&P500 EMINI FUTURE (CME) EXP MAR 19 (24 SHARES) | FMV | $36,575 | $36,575 |
| SSGA S&P GSCI ( R ) NL CTF (CM1Z) (730,104 SHARES) | FMV | $2,700,414 | $2,700,414 |
| STRATEGIC DEV MKTS EX US EQ TR | FMV | $15,900,064 | $15,900,064 |
| STRATEGIC EMERGING MARKETS EQUITY TR | FMV | $8,876,048 | $8,876,048 |
| STRATEGIC FUNDS SPC ALPHA SEGREGATED | FMV | $24,746,986 | $24,746,986 |
| STRATEGIC GLOBAL EQUITY TRUST | FMV | $11,104,074 | $11,104,074 |
| STRATEGIC PRIVATE EQUITY FUND V | FMV | $10,023,223 | $10,023,223 |
| STRATEGIC U.S. EQUITY TRUST | FMV | $24,280,331 | $24,280,331 |
| TCW DIRECT LENDING VII LLC | FMV | $519,589 | $519,589 |
| UNITED STATES OIL FUND LP | FMV | $27 | $27 |
| WTC-CTF GLOBAL BOND OPPS US 1-10-YEAR TIPS | FMV | $4,462,213 | $4,462,213 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHIESA, SHAHINIAN & GIANTOMASI PC | $49,305 | $0 | $49,305 |
| SMITH & DOWNEY | $6,487 | $0 | $6,487 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $4,500 | $4,500 | $4,500 |
| DEFERRED COMPENSATION INVESTMENTS | $169,940 | $96,295 | $96,295 |
| DUE FROM BROKER | $3,629,647 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $19,749 | $0 | $19,749 |
| OFFICE SUPPLIES | $15,680 | $0 | $15,680 |
| MEMBERSHIP FEES | $16,886 | $0 | $16,886 |
| POSTAGE | $8,487 | $0 | $8,487 |
| COMPUTER EXPENSES | $70,507 | $0 | $70,507 |
| PAYROLL SERVICE | $3,816 | $0 | $3,816 |
| BOOKS AND SUBSCRIPTIONS | $12,430 | $0 | $12,430 |
| MISCELLANEOUS | $553 | $0 | $553 |
| OFFICE EQUIPMENT | $9,200 | $0 | $9,200 |
| BANK CHARGES | $3,529 | $3,439 | $90 |
| GENERAL OFFICE | $32,479 | $0 | $32,479 |
| DIRECT CHARITABLE ACTIVITIES | $99,225 | $0 | $99,255 |
| SOFTWARE SUBSCRIPTION | $12,702 | $0 | $12,702 |
| OTHER PARTNERSHIP DEDUCTIONS | $0 | $397,582 | $0 |
| TELEPHONE | $31,852 | $0 | $31,852 |
| TASC ADMIN FEE | $1,464 | $0 | $1,464 |
| STAFF DEVELOPMENT | $7,100 | $0 | $7,100 |
| STIPENDS | $8,600 | $0 | $8,600 |
| HONORARIUMS | $1,725 | $0 | $1,725 |
| OTHER CHARITABLE EXPENSES | $2,518 | $0 | $2,518 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PARTNERSHIP GAIN | $0 | $4,169,451 | $0 |
| GRANT REFUND | $451 | $451 | |
| MISCELLANEOUS INCOME | $3,407 | $3,407 | |
| CORPORATE ACTIONS | $96 | $96 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $13,852,978 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION OBLIGATION | Desc |
| BOY Book Value | $169,940 | BOYBookValueAmt |
| EOY Book Value | $96,295 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| HR CONSULTING SERVICES | $25,784 | $0 | $25,784 |
| INVESTMENT FEES | $640,491 | $640,491 | $0 |
| IT CONSULTANT | $81,941 | $0 | $81,941 |
| ARMSTRONG CREATIVE LLC | $9,560 | $0 | $9,560 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX EXPENSE | $111,000 | $0 | $0 |
| FOREIGN TAX WITHHELD | $0 | $63,023 | $0 |