2020-11-05T13:59:39-06:00 2019-12-31 271728945 PKF O'CONNOR DAVIES LLP 665 FIFTH AVENUE NEW YORK NY 10022 990PF 2019-01-01 521556076 SCHUMANN FUND FOR NEW JERSEY INC SCHU 9735099883 21 VAN VLECK STREET MONTCLAIR NJ 07042 ANNETTE STRICKLAND EXECUTIVE DIRECTOR 9735099883 2020-11-05 1 CHRISTOPHER PETERMANN P00097440 2122862600 2020-11-05 71.172.95.138 2020-11-05 12:44:53 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7D2BD401EDC825E3D380E34C5DFB6E1ECA63769A 2019 2021-04-22 16:20:28Z X 28597802 X X 1062 1062 657798 658743 317476 7276607 337076 19827 19827 996163 1016708 148655 29731 118924 39780 7956 31824 42085 25251 16834 240599 147615 19559 27163 8855 0 25098 0 25098 13697 0 13697 20213 73888 20213 557290 293296 246149 521000 521000 1078290 293296 767149 -82127 723412 253078 372752 372752 5461 5742 5461 5461 38069 38069 38069 569587 591151 591151 11674000 14514088 14514088 12070925 13051515 13051515 46681 24766 24766 24658082 28597802 28597802 45257 88529 45257 88529 X 24612825 28509273 24612825 28509273 24658082 28597802 24612825 -82127 4024999 28555697 46424 28509273 SALE OF PUBLICLY TRADED SECURITIES P 7276607 7077719 198888 198888 WLR RECOVERY IV AND CO-INVESTMENTS ACCESS LP P -2395 -2395 ARTISAN DYNAMIC EQUITY NON-US EQUITY P 104232 104232 U.S. REAL PROPERTY INCOME FUND, L.P. 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P -30419 -30419 BROAD STREET RE PARTNERS II P 45921 45921 PRIVATE EQUITY PARTNERS 2002 OFFSHORE LP P 11969 11969 BROAD STREET P 7072 7072 WEST STREET CAPITAL PARTNERS VII - PARALLEL B, LP P -106 -106 337076 0 802952 25553145 0.031423 1004957 23823761 0.042183 1642518 25354109 0.064783 1802511 26511583 0.067990 0.206379 0.051595 26644928 1374745 7234 1381979 767149 14468 0 14468 0 14468 3200 20000 0 23200 X 285 8447 8447 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NJ 1 0 0 0 0 1 HTTP://FOUNDATIONCENTER.ORG/GRANTMAKER/SCHUMANN/ ANNETTE STRICKLAND EXECUTIVE DIRECTOR 9735099883 21 VAN VLECK STREET MONTCLAIR NJ 07042 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEONARD S COLEMAN 21 VAN VLECK STREET MONTCLAIR NJ 07042 TRUSTEE 1.00 0 0 0 CHRISTOPHER DAGGETT 21 VAN VLECK STREET MONTCLAIR NJ 07042 TRUSTEE 1.00 0 0 0 ROGER PRATT 21 VAN VLECK STREET MONTCLAIR NJ 07042 SECRETARY/TREASURER 1.00 0 0 0 ANTHONY CICATIELLO 21 VAN VLECK STREET MONTCLAIR NJ 07042 TRUSTEE 1.00 0 0 0 MARTHA BONSAL DAY 21 VAN VLECK STREET MONTCLAIR NJ 07042 VICE CHAIR 2.00 0 0 0 BARBARA BELL COLEMAN 21 VAN VLECK STREET MONTCLAIR NJ 07042 CHAIR 3.00 0 0 0 ANNETTE STRICKLAND 21 VAN VLECK STREET MONTCLAIR NJ 07042 EXECUTIVE DIRECTOR 45.00 148655 29699 0 NONE 0 GOLDMAN SACHS & CO 200 WEST STREET NEW YORK NY 10282 INVESTMENT ADVISORS 221040 0 0 26742861 277600 30227 27050688 0 0 27050688 405760 26644928 1332246 1332246 14468 14468 1317778 0 1317778 0 1317778 767149 0 767149 0 767149 1317778 0 0 433381 428938 862319 767149 0 0 0 767149 0 550629 550629 311690 0 0 0 0 0 0 0 311690 311690 ANNETTE STRICKLAND 21 VAN VLECK STREET MONTCLAIR NJ 07042 9735099883 ASTRICKLAND@SCHUMANNFUND.ORG THERE IS NO STANDARD APPLICATION FORM TO BE USED IN PRESENTING A REQUEST TO THE SCHUMANN FUND FOR NEW JERSEY, BUT ORGANIZATIONS MAY USE THE NEW YORK/NEW JERSEY COMMON APPLICATION FORM IF THEY CHOOSE. WE ASK THAT A WRITTEN PROPOSAL BE SUBMITTED WHICH INCLUDES A CLEAR DESCRIPTION OF THE PURPOSE OF THE GRANT, THE NEED OR PROBLEM THAT WILL BE ADDRESSED, THE WORK TO BE UNDERTAKEN, THE STAFFING PLAN FOR PROJECT IMPLEMENTATION, ANY COLLABORATIVE EFFORTS UNDERWAY OR CONTEMPLATED, AND THE MEANS OF EVALUATING PROGRESS. THE PROPOSAL MUST INCLUDE THE FOLLOWING ITEMS: A COPY OF THE ORGANIZATIONS MOST RECENT AUDITED FINANCIAL STATEMENT CURRENT ORGANIZATIONAL AND PROJECT BUDGETS IDENTIFYING ALL SOURCES OF REVENUE AND CATEGORIES AND AMOUNTS OF EXPENDITURES BRIEF RESUMES OF KEY ORGANIZATION AND PROJECT STAFF THE PROJECT TIME FRAME AND PROJECTED SOURCES OF FUTURE FUNDING A LIST OF THE ORGANIZATION'S BOARD OF DIRECTORS INTERNAL REVENUE SERVICE DOCUMENTS CONFIRMING THE ORGANIZATION'S THE SCHUMANN FUND BOARD OF TRUSTEES MEETS QUARTERLY: MARCH, JUNE, SEPTEMBER, AND DECEMBER. N/A 180 TURNING LIVES AROUND 1 BETHANY ROAD BUILDING 3 SUITE 42 HAZLET NJ 07730 N/A PC TRUSTEE GRANT 1000 ADVOCATES FOR CHILDREN OF NEW JERSEY 35 HALSEY STREET NEWARK NJ 07102 N/A PC CENSUS OUTREACH 15000 ADVOCATES FOR CHILDREN OF NEW JERSEY 35 HALSEY STREET NEWARK NJ 07102 N/A PC OPERATING SUPPORT 75000 CHURCH OF ST JOHN ON THE MOUNTAIN 379 MT HARMONY ROAD BERNARDSVILLE NJ 07924 N/A PC TRUSTEE GRANT 2500 COMMUNITY FOUNDATION OF NEW JERSEY 35 KNOX HILL ROAD PO BOX 338 MORRISTOWN NJ 079600317 N/A PC NEWARK COMMUNITY IMPACT FUND 5000 COMMUNITY FOUNDATION OF NEW JERSEY 35 KNOX HILL ROAD PO BOX 338 MORRISTOWN NJ 079600317 N/A PC TRUSTEE GRANT 10000 COUNCIL OF NEW JERSEY GRANTMAKERS 101 WEST STATE STREET TRENTON NJ 08608 N/A PC NEWARK PHILANTHROPIC LIAISON 15000 GEORGE ST PLAYHOUSE 9 LIVINGSTON AVENUE NEW BRUNSWICK NJ 08901 N/A PC TRUSTEE GRANT 5000 GREATER NEWARK HEALTHCARE COALITION 80 MAIN ST WEST ORANGE NJ 07052 N/A PC UNDOING RACISM TRAINING 20000 HUMAN NEEDS FOOD PANTRY 9 LABEL STREET MONTCLAIR NJ 07042 N/A PC TRUSTEE GRANT 7500 IMAGINE A CENTER FOR COPING WITH LOSS 244 SHEFFIELD STREET MOUNTAINSIDE NJ 07092 N/A PC IMAGINE NEWARK 10000 INDEPENDENCE A FAMILY OF SERVICES 132 SOUTH HARRISON STREET EAST ORANGE NJ 07018 N/A PC OPERATING SUPPORT 25000 IRONBOUND COMMUNITY CORPORATION 317 ELM STREET NEWARK NJ 07105 N/A PC OPERATING SUPPORT 20000 IVY 1879 FOUNDATION 43 PROSPECT STREET PRINCETON NJ 08540 N/A PC TRUSTEE GRANT 5000 LEGAL SERVICES OF NEW JERSEY 100 METROPLEX DRIVE SUITE 402 EDISON NJ 08817 N/A PC PARENT ALLY PROGRAM 30000 MONTCLAIR ART MUSEUM 3 SOUTH MOUNTAIN AVE MONTCLAIR NJ 07042 N/A PC TRUSTEE GRANT 5000 MONTCLAIR FUND FO EDUCATIONAL EXCELLENCE 22 VALLEY ROAD MONTCLAIR NJ 07042 N/A PC AMERICA TO ME WATCH GROUPS 25000 NEW JERSEY INSTITUTE FOR SOCIAL JUSTICE 60 PARK PLACE SUITE 501 NEWARK NJ 07102 N/A PC YOUTH JUSTICE WORK 25000 NEW JERSEY INSTITUTE OF TECHNOLOGY 323 MARTIN LUTHER KING BOULEVARD NEWARK NJ 07102 N/A PC TRUSTEE GRANT 5000 NEWARK DAY CENTER 43 HILL ST NEWARK NJ 07102 N/A PC FRESH AIR FUND 10000 NEWARK TRUST FOR EDUCATION 494 BROAD STREET SUITE LL 30 NEWARK NJ 07102 N/A PC OPERATING SUPPORT 15000 NEWARK TRUST FOR EDUCATION 494 BROAD STREET SUITE LL 30 NEWARK NJ 07102 N/A PC SOCIAL EMOTIONAL LEARNING POOLED FUND 15000 PROGRAMS FOR PARENTS 570 BROAD STREET 8TH FLOOR NEWARK NJ 07102 N/A PC COMMUNITY COUNCIL FOR YOUNG CHILDREN 30000 RESEARCH & DEVELOPMENT COUNCIL OF NJ 45 ACADEMY STREET SUITE 503 NEWARK NJ 07102 N/A PC TRUSTEE GRANT 2500 RESEARCH & DEVELOPMENT COUNCIL OF NJ 45 ACADEMY STREET SUITE 503 NEWARK NJ 07102 N/A PC TRUSTEE GRANT 2500 RIDGE ALUMNI MEMORIAL SCHOLARSHIPM INC 777 HIGHLAND AVENUE PIEDMONT CA 946113808 N/A PC TRUSTEE GRANT 2500 RUTGERS UNIVERSITY FOUNDATION 7 COLLEGE AVENUE - WINANTS HALL NEW BRUNSWICK NJ 08903 N/A PC ABBOTT LEADERSHIP INSTITUTE 25000 ST BENEDICT'S PREPARATORY SCHOOL 520 DR MARTIN LUTHER KING BOULEVARD NEWARK NJ 07102 N/A PC COUNSELING PROGRAM 30000 ST LUKE'S EPISCOPAL CHURCH 73 SOUTH FULLERTON AVENUE MONTCLAIR NJ 07042 N/A PC TRUSTEE GRANT 2500 SUCCEED2GETHER INC 139 UNION ST MONTCLAIR NJ 07042 N/A PC OPERATING SUPPORT 10000 THE MONTCLAIR FOUNDATION 21 VAN VLECK STREET MONTCLAIR NJ 07042 N/A PC EARLY CHILDHOOD ENVIRONMENTAL EDUCATION 10000 THE NEWARK MUSEUM 43-49 WASHINGTON STREET NEWARK NJ 07101 N/A PC TRUSTEE GRANT 5000 THE NEWARK SCHOOL FOR THE ARTS 89 LINCOLN PARK NEWARK NJ 07102 N/A PC EARLY CHILDHOOD ARTS EDUCATION 10000 UNIFIED VAILSBURG SERVICES ORGANIZATION 40 RICHELIEU TER NEWARK NJ 07106 N/A PC OPERATING SUPPORT 10000 UNITED WAY OF ESSEX AND WEST HUDSON 60 PARK PLACE SUITE 1400 NEWARK NJ 07102 N/A PC NEWARK OFFICE OF COMP. COMMUNITY EDUCATION 25000 YWCA OF EASTERN UNION COUNTY 1131 EAST JERSEY STREET ELIZABETH NJ 071022499 N/A PC UNDOING RACISM TRAINING 10000 521000 0 14 1062 14 657798 01 19827 18 317476 0 996163 0 996163 0 0 0 0 0 0 0 0 0 0 AUDIT AND TAX FEES-PKF O'CONNOR DAVIES, LLP 31300 18780 12520 ACCOUNTING FEES - LAMBRIDES, ARNOLD, MOULTHROP, LLP 10785 6471 4314 ACCENTURE 29480 29480 ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN 22487 22487 ATLASSIAN CORPORATION PLC CMN CLASS A 7822 7822 DESCARTES SYSTEMS GRP (THE) CMN 15336 15336 INGERSOLL-RAND 19406 19406 INTERXION HOLDING N.V. CMN 9722 9722 LINDE PLC 54715 54715 MEDTRONIC 103693 103693 NXP SEMICONDUCTORS N.V. 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CMN 6530 6530 INTEL CORPORATION CMN 17536 17536 INTER PARFUMS INC CMN 17087 17087 INTERCONTINENTALEXCHANGE 36927 36927 INTUIT 22788 22788 INTUITIVE SURGICAL 25419 25419 ISHARES MSCI EAFE 100% HEDGED 2425943 2425943 ISHARES MSCI EAFE ETF 665235 665235 ISHARES MSCI EMERGING MARKETS ETF 408317 408317 JOHNSON & JOHNSON 25381 25381 JPMORGAN CHASE 115563 115563 KEMET CORPORATION CMN 16419 16419 KIMBERLY CLARK 61622 61622 KKR & CO. INC. CMN CLASS A 40050 40050 KNOWLES 22038 22038 KRATOS DEFENSE & SECURITY SOL CMN 18586 18586 LIVENT CORPORATION CMN 8405 8405 LIVEPERSON, INC. CMN 25012 25012 LOCKHEED MARTIN 19858 19858 LOEWS CORPORATION CMN 18949 18949 LYFT, INC. CMN CLASS A 5205 5205 MARATHON PETROLEUM 22172 22172 MARCUS & MILLICHAP, INC. CMN 10989 10989 MARKEL CORPORATION CMN 5716 5716 MARSH & MCLENNAN 22393 22393 MARTEN TRANSPORT LTD CMN 15688 15688 MARTIN MARIETTA MATERIALS,INC CMN 10347 10347 MARVELL TECHNOLOGY GROUP LTD. 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