HENRY & MARILYN TAUB FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HENRY & MARILYN TAUB FOUNDATION (EIN 22-6100525)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349102911
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T11:37:45-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221732349 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS DRIVE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226100525 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & MARILYN TAUB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 2012872500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 FRANK W BURR BLVD 7TH FL | AddressLine1Txt |
| City | TEANECK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07666 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN TAUB | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2012872500 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EITAN BALLOUL | PreparerPersonNm |
| PTIN | P01880253 | PTIN |
| Phone | 9739949400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $133,591,388 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,050,789 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,473,160 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,473,160 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,465,088 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,794,423 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,465,088 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,650 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,853 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,010,687 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,953,101 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,057,534 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,057,534 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $273,976 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $273,976 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $728,742 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $470,336 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $245,001 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $201,102 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36,397 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,779 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $43,119 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $43,119 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $82,616 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,700 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $66,916 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,414,368 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $532,183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,696,296 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,067,468 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,067,468 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,481,836 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $532,183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,763,764 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $528,851 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,420,918 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,784,196 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,507,010 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,507,010 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $17,730 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $44,272,518 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,645,222 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $69,379,151 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $30,883,706 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,357,090 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $60,701,544 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $89,962 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,279 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,462 | LandBOYAmt |
| Land EOY | $3,683 | LandEOYAmt |
| Land EOYFMV | $3,683 | LandEOYFMVAmt |
| Total Assets BOY | $77,969,612 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,513,005 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $133,591,388 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,542 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,542 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $77,969,612 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $78,498,463 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $77,969,612 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,498,463 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,969,612 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,513,005 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $77,969,612 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $528,851 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $78,498,463 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $78,498,463 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDEN TREE HIGH YIELD FUND | P | 2023-01-01 | 2024-12-31 | $1,000,000 | $191,135 | $808,865 | $808,865 |
| PASSTHROUGH GAIN: AVIARY ASSOCIATES LP | P | 2024-01-01 | 2024-12-31 | $12,607 | $12,607 | $12,607 | |
| PASSTHROUGH GAIN: MONDRIAN INTERNATIONAL EQUITY FUND L.P. | P | 2024-01-01 | 2024-12-31 | $45,208 | $45,208 | $45,208 | |
| PASSTHROUGH GAIN: MONDRIAN INTERNATIONAL EQUITY FUND L.P. | P | 2023-01-01 | 2024-12-31 | $254,777 | $254,777 | $254,777 | |
| PASSTHROUGH GAIN: THE HIGHCLERE INTERNATIONAL INVESTORS | P | 2024-01-01 | 2024-12-31 | $34,798 | $34,798 | $34,798 | |
| PASSTHROUGH LOSS: AVIARY ASSOCIATES LP | P | 2023-01-01 | 2024-12-31 | $96,513 | -$96,513 | -$96,513 | |
| PASSTHROUGH LOSS: THE HIGHCLERE INTERNATIONAL INVESTORS | P | 2023-01-01 | 2024-12-31 | $92,117 | -$92,117 | -$92,117 | |
| PUBLICLY TRADED SECURITIES | P | $10,447,033 | $5,949,570 | $4,497,463 | $4,497,463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,465,088 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $103,151 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $103,151 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $103,151 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $118,793 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $42,515 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $161,308 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,391 | EsPenaltyAmt |
| Overpayment | $56,766 | OverpaymentAmt |
| Applied To ES Tax | $56,766 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://TAUBFOUNDATION.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2012872500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 FRANK W BURR BLVD 7TH FL | AddressLine1Txt |
| City | TEANECK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07666 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN TAUB | ||||||||
| C/O TAUB FDT 300 FRANK W BURR BLVD | TEANECK | NJ | 07666 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| IRA TAUB | ||||||||
| C/O TAUB FDT 300 FRANK W BURR BLVD | TEANECK | NJ | 07666 | VP/TREASURER | 0.25 | $0 | $0 | $0 |
| JUDITH GOLD | ||||||||
| C/O TAUB FDT 300 FRANK W BURR BLVD | TEANECK | NJ | 07666 | VP/SECRETARY | 0.25 | $0 | $0 | $0 |
| MARILYN TAUB | ||||||||
| C/O TAUB FDT 300 FRANK W BURR BLVD | TEANECK | NJ | 07666 | DIRECTOR | 0.25 | $0 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA LAWRENCE | ||||||||
| 300 FRANK W BURR BLVD 7TH FL | TEANECK | NJ | 07666 | EXECUTIVE DIRECTOR | 40.00 | $452,165 | $71,045 | $0 |
| MELISSA LITWIN | ||||||||
| 300 FRANK W BURR BLVD 7TH FL | TEANECK | NJ | 07666 | PROGRAM DIRECTOR | 40.00 | $251,348 | $93,729 | $0 |
| JULIA STOUMBOS | ||||||||
| 300 FRANK W BURR BLVD 7TH FL | TEANECK | NJ | 07666 | PROGRAM DIRECTOR | 40.00 | $234,530 | $39,410 | $0 |
| ANGELA LARSEN | ||||||||
| 300 FRANK W BURR BLVD 7TH FL | TEANECK | NJ | 07666 | GRANTS ADMINISTRATOR | 40.00 | $119,491 | $69,792 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAULOWNIA CONSULTING JOHN KANKI PHD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 DAKIN ROAD | AddressLine1Txt |
| City | SUDBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01776 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $105,494 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDING ASSISTANCE TO PUBLIC CHARITIES IN CARRYING OUT THEIR EXEMPT PURPOSES. | Description1Txt |
| Expenses1 | $10,067,468 | 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 | $114,931,532 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,145,603 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,959,968 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $130,037,103 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $130,037,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,950,557 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $128,086,546 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,404,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,404,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $103,151 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $103,151 | TotalTaxAmt |
| Distributable Before Adj | $6,301,176 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,301,176 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,301,176 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,763,764 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,763,764 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,301,176 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,876,568 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,501,161 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,912,286 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,673,770 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,312,641 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,276,426 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,763,764 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,301,176 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,462,588 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,739,014 | 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 | $6,876,568 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $35,862,446 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,501,161 | ExcessFromYear4Amt |
| Excess From Year3 | $8,912,286 | ExcessFromYear3Amt |
| Excess From Year2 | $8,673,770 | ExcessFromYear2Amt |
| Excess From Year1 | $6,312,641 | ExcessFromYear1Amt |
| Excess From Current Year | $5,462,588 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARILYN TAUB | ContributingManagerNm |
| Shareholder Manager | STEVEN TAUB | ShareholderManagerNm |
| Shareholder Manager | IRA TAUB | ShareholderManagerNm |
| Shareholder Manager | JUDITH GOLD | ShareholderManagerNm |
| Shareholder Manager | MARILYN TAUB | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (131 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A CURE IN OUR LIFETIME | ||||||||
| 52 ALGONQUIN DRIVE | CHAPPAQUA | NY | 10514 | NONE | PC | RESTRICTED GRANT FOR EVENTS. | $5,000 | |
| ADVOCATES FOR CHILDREN OF NEW JERSEY | ||||||||
| 35 HALSEY STREET | NEWARK | NJ | 07102 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $120,000 | |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $50,000 | |
| ALEPH SOCIETY INC | ||||||||
| 25 WEST 45TH STREET SUITE 504 | NEW YORK | NY | 10036 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 | |
| AMERICA-ISRAEL CULTURAL FOUNDATION INC | ||||||||
| 178 COLUMBUS AVENUE | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $4,000 | |
| AMERICAN BALLET THEATRE | ||||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,500 | |
| AMERICAN FRIENDS OF JORDAN RIVER VILLAGE | ||||||||
| 244 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 1 UNION STREET SUITE 301 | ROBBINSVILLE | NJ | 08691 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $250 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 EAST 56 STREET | NEW YORK | NY | 10022 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,500 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| 220 E 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $270,000 | |
| AMERICAN SOCIETY FOR TECHNION - ISRAEL INSTITUTE OF TECHNOLOGY | ||||||||
| 55 EAST 59TH STREET 14TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $810,000 | |
| ARTS HORIZONS | ||||||||
| 1 GRAND AVENUE SUITE 7 | ENGLEWOOD | NJ | 07631 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $4,000 | |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $50,000 | |
| BERGEN FAMILY CENTER | ||||||||
| 44 ARMORY STREET | ENGLEWOOD | NJ | 07631 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $157,500 | |
| BERGEN VOLUNTEER MEDICAL INITIATIVE INC | ||||||||
| 75 ESSEX STREET SUITE 100 | HACKENSACK | NJ | 07601 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $35,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 711 3RD AVENUE FL 10 | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,500 | |
| BOYS AND GIRLS CLUB OF PATERSON | ||||||||
| 264 21ST AVENUE | PATERSON | NJ | 07501 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $80,000 | |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA | ||||||||
| 209 W 29TH STREET SUITE 6250 | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 28 WEST 44RD STREET SUITE 609 | NEW YORK | NY | 10036 | NONE | PC | $5K RESTRICTED GRANT FOR EVENTS & $25K RESTRICTED GRANT FOR PROJECT/PROGRAM. | $30,000 | |
| CAPITAL IMPACT PARTNERS | ||||||||
| 1400 CRYSTAL DRIVE SUITE 500 | ARLINGTON | VA | 22202 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $50,000 | |
| CENTER FOR DISASTER PHILANTHROPY | ||||||||
| 1 THOMAS CIR NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $25,000 | |
| CENTER FOR FOOD ACTION | ||||||||
| 192 W DEMAREST AVENUE | ENGLEWOOD | NJ | 07631 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $30,000 | |
| CENTER FOR HEALTH CARE STRATEGIES | ||||||||
| 300 AMERICAN METRO BLVD | HAMILTON | NJ | 08619 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $15,000 | |
| CENTER FOR HOPE AND SAFETY | ||||||||
| 12 OVERLOOK AVENUE | ROCHELLE PARK | NJ | 07662 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 | |
| CHILDRENS DAY NURSERY AND FAMILY CENTER | ||||||||
| 104 JEFFERSON STREET | PASSAIC | NJ | 07055 | NONE | PC | $60K RESTRICTED GRANT FOR CAPITAL EXPENDITURES & $75K UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $135,000 | |
| CITY GREEN INC | ||||||||
| 171 GROVE STREET | CLIFTON | NJ | 07013 | NONE | PC | $10K RESTRICTED GRANT FOR EVENTS, $90K RESTRICTED GRANT FOR PROJECT/PROGRAM & $50K UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $150,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 615 WEST 131ST STREET MC 8741 | NEW YORK | NY | 10027 | NONE | PC | $10K RESTRICTED GRANT FOR EVENTS & $1M RESTRICTED GRANT FOR PROJECT/PROGRAM. | $1,010,000 | |
| COMMUNITY CENTER OF RIDGEWOOD FOUNDATION | ||||||||
| 259 N MAPLE AVENUE | RIDGEWOOD | NJ | 07450 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $25,000 | |
| COMMUNITY FOUNDATION OF NEW JERSEY | ||||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $178,000 | |
| COMMUNITY MEALS INC | ||||||||
| 354 ROCK RD | GLEN ROCK | NJ | 07452 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $8,000 | |
| CORPORATION FOR SUPPORTIVE HOUSING | ||||||||
| 55 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $50,000 | |
| CUMAC ECHO INC | ||||||||
| 223 ELLISON STREET | PATERSON | NJ | 07505 | NONE | PC | $100K RESTRICTED GRANT FOR PROJECT/PROGRAM & $30K UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $130,000 | |
| DONORSCHOOSEORG | ||||||||
| 134 W 37TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $30,000 | |
| DYSTONIA MEDICAL RESEARCH FOUNDATION | ||||||||
| ONE EAST WACKER DRIVE SUITE 1730 | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 | |
| EDUCATION LAW CENTER | ||||||||
| 60 PARK PLACE SUITE 300 | NEWARK | NJ | 07102 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $50,000 | |
| ELEM YOUTH IN DISTRESS INC | ||||||||
| 121 W 36TH STREET 329 | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 | |
| FAIR LAWN COMMUNITY CENTER | ||||||||
| 23 MEADOWVIEW TERRACE | FAIR LAWN | NJ | 07410 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $52,500 | |
| FOUNDATION FOR APPALACHIAN KENTUCKY | ||||||||
| 420 MAIN STREET | HAZARD | KY | 41701 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $25,000 | |
| FOUNDATION FOR EDUCATIONAL ADMINISTRATION | ||||||||
| 12 CENTRE DR | MONROE TOWNSHIP | NJ | 08831 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $45,000 | |
| FRIENDS OF JCC KRAKOW | ||||||||
| 74 LAFAYETTE AVENUE SUITE 101 | SUFFERN | NY | 10901 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $6,000 | |
| GALAPAGOS CONSERVANCY | ||||||||
| 11150 FAIRFAX BLVD | FAIRFAX | VA | 22030 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $250 | |
| GARFIELD FIRST COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 111 OUTWATER LANE | GARFIELD | NJ | 07026 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $140,000 | |
| GERIATRIC SERVICES INC | ||||||||
| 300 TEANECK ROAD | TEANECK | NJ | 07666 | NONE | PC | $125K RESTRICTED GRANT FOR CAPITAL EXPENDITURES & $181.5K RESTRICTED GRANT FOR PROJECT/PROGRAM SUPPORT. | $306,500 | |
| GOALS OF CARE COALITION OF NEW JERSEY | ||||||||
| PO BOX 3083 | PRINCETON | NJ | 08543 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $50,000 | |
| GREAT SWAMP WATERSHED ASSOCIATION | ||||||||
| 568 TEMPE WICK RD | MORRISTOWN | NJ | 07960 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $25,000 | |
| HAMILTON PARTNERSHIP FOR PATERSON | ||||||||
| 72 MCBRIDE AVENUE | PATERSON | NJ | 07501 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $85,000 | |
| HEALTH COALITION OF PASSAIC COUNTY (HCPC) | ||||||||
| 810 MAIN STREET | PATERSON | NJ | 07503 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $120,000 | |
| HEALTH FEDERATION OF PHILADELPHIA | ||||||||
| 123 SOUTH BROAD STREET SUITE 650 | PHILADELPHIA | PA | 19109 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $30,000 | |
| HILLEL INTERNATIONAL | ||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $6,000 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| 1 GUSTAVE L LEVY PL | NEW YORK | NY | 10029 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $50,000 | |
| INTERFAITH AMERICA | ||||||||
| 141 W JACKSON BLVD SUITE 3200 | CHICAGO | IL | 60604 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $55,000 | |
| JEWISH FAMILY & CHILDREN'S SERVICES OF NORTH JERSEY | ||||||||
| 1485 TEANECK ROAD | TEANECK | NJ | 07666 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,500 | |
| JEWISH FAMILY SERVICE & CHILDREN'S CENTER OF CLIFTONPASSAIC (JFS CLIFTON) | ||||||||
| 110 MAIN AVENUE | PASSAIC | NJ | 07055 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $40,000 | |
| JEWISH FEDERATION OF NORTHERN NJ | ||||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | NONE | PC | $1.8K RESTRICTED GRANT FOR EVENTS, $50K RESTRICTED GRANT FOR PROJECT/PROGRAM & $550K UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $601,800 | |
| JEWISH FEDERATION OF SARASOTA | ||||||||
| 580 MCINTOSH ROAD | SARASOTA | FL | 34232 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 | |
| JEWISH HOME FOUNDATION | ||||||||
| 10 LINK DRIVE | ROCKLEIGH | NJ | 07647 | NONE | PC | $400K RESTRICTED GRANT FOR CAPITAL EXPENDITURES & $50K UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $450,000 | |
| JEWISH MUSEUM | ||||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 | |
| JEWISH THEOLOGICAL SEMINARY | ||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 | |
| JUSTICE IN AGING | ||||||||
| 1444 EYE STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $135,000 | |
| KAPLEN JCC ON THE PALISADES | ||||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | NONE | PC | RESTRICTED GRANT FOR EVENTS. | $25,000 | |
| LEADINGAGE NEW JERSEY AND DELAWARE | ||||||||
| 3705 QUAKERBRIDGE RD SUITE 102 | HAMILTON | NJ | 08619 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $75,000 | |
| MEALS ON WHEELS NORTH JERSEY | ||||||||
| 100 MADISON AVENUE SUITE 3 | WESTWOOD | NJ | 07675 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $25,000 | |
| METROPOLITAN OPERA | ||||||||
| 30 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | NONE | PC | $100K RESTRICTED GRANT FOR PROJECT/PROGRAM & $25K UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $125,000 | |
| MONTCLAIR STATE UNIVERSITY FOUNDATION | ||||||||
| 1 NORMAL AVENUE | MONTCLAIR | NJ | 07043 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $147,500 | |
| MOTE MARINE LABORATORY | ||||||||
| 1600 KEN THOMPSON PKWY | SARASOTA | FL | 34236 | NONE | PC | RESTRICTED GRANT FOR CAPITAL EXPENDITURES. | $100,000 | |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||||
| 1016 W JACKSON BLVD 1073 | CHICAGO | NJ | 60601 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $250 | |
| MYRIAD USA | ||||||||
| 551 5TH AVE RM 2400 | NEW YORK | NY | 10176 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $7,500 | |
| NATIONAL COUNCIL ON AGING | ||||||||
| 251 18TH STREET SOUTH SUITE 500 | ARLINGTON | VA | 22202 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $125,000 | |
| NATIONAL YIDDISH THEATRE - FOLKSBIENE | ||||||||
| 36 BATTERY PLACE FL 4 | NEW YORK | NY | 10280 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,800 | |
| NEW CITY PARKS INC | ||||||||
| 71 W 23RD STREET SUITE 903 | NEW YORK | NY | 10010 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $100,000 | |
| NEW DESTINY FAMILY SUCCESS CENTERS | ||||||||
| 79 ELLISON STREET | PATERSON | NJ | 07505 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $60,000 | |
| NEW JERSEY ADVOCATES FOR AGING WELL | ||||||||
| 3705 MERCERVILLE QUAKERBRIDGE RD | HAMILTON | NJ | 08619 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $125,000 | SUITE 102 |
| NEW JERSEY ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN | ||||||||
| PO BOX 1024 | BARNEGAT LIGHT | NJ | 08006 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $50,000 | |
| NEW JERSEY FUTURE | ||||||||
| 16 W LAFAYETTE STREET | TRENTON | NJ | 08608 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $145,000 | |
| NEW JERSEY HEALTH-ESSENTIAL JOBS ESSENTIAL CARE (CO-LED BY PHI & NJ HEALTH | ||||||||
| PO BOX 2246 | PRINCETON | NJ | 08543 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $70,000 | |
| NEW JERSEY TOGETHER | ||||||||
| PO BOX 136 | JERSEY CITY | NJ | 07303 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $40,000 | |
| NEW MILFORD HIGH SCHOOL | ||||||||
| 1 SNYDER CIRCLE | NEW MILFORD | NJ | 07646 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $1,000 | |
| NORTH JERSEY VILLAGES INC | ||||||||
| 233 ROCK RD | GLEN ROCK | NJ | 07452 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $25,000 | |
| NYU SCHOOL OF MEDICINE | ||||||||
| 105 EAST 17TH STREET 4TH FL RM 411 | NEW YORK | NY | 10003 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $100,000 | |
| OASIS - A HAVEN FOR WOMEN & CHILDREN | ||||||||
| 59 MILL STREET | PATERSON | NJ | 07501 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $50,000 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 2101 ROSENCRANS AVENUE 3200 | EL SEGUNDO | CA | 90245 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $500,000 | |
| PARAPROFESSIONAL HEALTHCARE INSTITUTE | ||||||||
| 261 MADISON AVENUE SUITE 913 | NEW YORK | NY | 10016 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $50,000 | |
| PASSAIC COUNTY COMMUNITY COLLEGE FOUNDATION | ||||||||
| ONE COLLEGE BLVD | PATERSON | NJ | 07505 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $257,500 | |
| PATERSON HABITAT FOR HUMANITY | ||||||||
| 146 NORTH 1ST STREET | PATERSON | NJ | 07522 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $50,000 | |
| PATERSON ALLIANCE | ||||||||
| 470 CHAMBERLAIN AVENUE | PATERSON | NJ | 07505 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $95,000 | |
| PATERSON EDUCATION FUND | ||||||||
| 422 BROADWAY | PATERSON | NJ | 07501 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $200,000 | |
| PATERSON HABITAT FOR HUMANITY | ||||||||
| 146 NORTH 1ST STREET | PATERSON | NJ | 07522 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $62,500 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 | |
| PREP FOR PREP | ||||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 | |
| REACH OUT AND READ-NEW JERSEY | ||||||||
| 89 SOUTH STREET 201 | BOSTON | MA | 02111 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $25,000 | |
| REBUILDING TOGETHER NORTH JERSEY | ||||||||
| 217 ROCK ROAD 2ND FLOOR | GLEN ROCK | NJ | 07452 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $20,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||
| 120 BROADWAY SUITE 3475 | NEW YORK | NY | 10271 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $100,000 | |
| RUDIN CENTER FOR TRANSPORTATION POLICY AT NYU | ||||||||
| 105 EAST 17TH STREET | NEW YORK | NY | 10003 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $2,500 | |
| RUTGERS UNIVERSITY FOUNDATION | ||||||||
| 335 GEORGE STREET | NEW BRUNSWICK | NJ | 08901 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $112,500 | |
| RUTGERS THE STATE UNIVERSITY OF NJ | ||||||||
| 73 EASTON AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | PC | $130K RESTRICTED GRANT FOR PROJECT/PROGRAM & $70K UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $200,000 | |
| SAINT JOSEPH'S MEDICAL CENTERST JOSEPH'S HEALTH INC | ||||||||
| 703 MAIN STREET | PATERSON | NJ | 07503 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $110,000 | |
| SARASOTA OPERA ASSOCIATION | ||||||||
| 61 N PINEAPPLE AVENUE | SARASOTA | FL | 34236 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 | |
| SCAN - HARBOR | ||||||||
| 345 EAST 102ND STREET SUITE FL 3 | NEW YORK | NY | 10029 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $4,000 | |
| SOUTHAMPTON FRESH AIR HOME | ||||||||
| 36 BARKERS ISLAND ROAD | SOUTHAMPTON | NY | 11968 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $500 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| PO BOX 548 | MONTGOMERY | AL | 36104 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $7,500 | |
| SPECIAL OLYMPICS NEW JERSEY | ||||||||
| 1 EUNICE KENNEDY SHRIVER WAY | LAWRENCEVILLE | NJ | 08648 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $100 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,000 | |
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $50,000 | |
| SUPPORTIVE HOUSING ASSOCIATION OF NJ | ||||||||
| 185 VALLEY STREET | SOUTH ORANGE | NJ | 07079 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $25,000 | |
| TABLE TO TABLE | ||||||||
| 611 ROUTE 46 WEST SUITE 240 | ENGLEWOOD CLIFFS | NJ | 07604 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $7,500 | |
| TEMPLE BETH ISRAEL OF LONGBOAT KEY FLORIDA INC | ||||||||
| 567 BAY ISLES ROAD | LONGBOAT KEY | FL | 34228 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $2,400 | |
| TEMPLE EMANUEL OF NORTH JERSEY | ||||||||
| 558 HIGH MOUNTAIN ROAD | FRANKLIN LAKES | NJ | 07417 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 | |
| TEMPLE SINAI OF BERGEN COUNTY | ||||||||
| 1 ENGLE STREET | TENAFLY | NJ | 07670 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $518 | |
| TENAFLY EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 384 | TENAFLY | NJ | 07670 | NONE | PC | RESTRICTED GRANT FOR EVENTS. | $500 | |
| TENAFLY NATURE CENTER ASSOCIATION | ||||||||
| 313 HUDSON AVENUE | TENAFLY | NJ | 07670 | NONE | PC | RESTRICTED GRANT FOR EVENTS. | $600 | |
| THE ACTORS FUND | ||||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $500 | |
| THE ADLER APHASIA CENTER | ||||||||
| 60 WEST HUNTER AVENUE | MAYWOOD | NJ | 07607 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 | |
| THE ARNOLD P GOLD FOUNDATION | ||||||||
| 619 E PALISADE AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $20,000 | |
| THE BERGEN PERFORMING ARTS CENTER INC | ||||||||
| 30 NORTH VAN BRUNT STREET | ENGLEWOOD | NJ | 07631 | NONE | PC | $1.5K RESTRICTED GRANT FOR EVENTS & $30K UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $31,500 | |
| THE CITIZENS CAMPAIGN | ||||||||
| 450 MAIN STREET | METUCHEN | NJ | 08840 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $40,000 | |
| THE OFFICE OF CONCERN FOOD PANTRY AT ST CECILIA | ||||||||
| 55 WEST DEMAREST AVENUE | ENGLEWOOD | NJ | 07631 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $8,000 | |
| THE PARTNERSHIP FOR MATERNAL & CHILD HEALTH | ||||||||
| 50 PARK PLACE STE 700 | NEWARK | NJ | 07102 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $105,000 | |
| THE PECONIC LAND TRUST | ||||||||
| 296 HAMPTON ROAD | SOUTHAMPTON | NY | 11968 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $500 | |
| THE PERLMAN MUSIC PROGRAM SUNCOAST INC | ||||||||
| PO BOX 3407 | SARASOTA | FL | 34230 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 | |
| THE PUBLIC THEATER | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | $500K RESTRICTED GRANT FOR CAPITAL EXPENDITURES, $25K RESTRICTED GRANT FOR EVENTS & $25K UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $550,000 | |
| THE WATERFRONT PROJECT INC | ||||||||
| 830 BERGEN AVENUE 4A | JERSEY CITY | NJ | 07306 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $7,000 | |
| THIRD SECTOR NEW ENGLAND (TSNE) | ||||||||
| 89 SOUTH STREET 700 | BOSTON | MA | 02111 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $7,500 | |
| TRAINING INSTITUTE FOR MENTAL HEALTH | ||||||||
| 280 MADISON AVENUE RM 708 | NEW YORK | NY | 10016 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $3,000 | |
| UC SAN DIEGO FOUNDATION | ||||||||
| 9500 GILMAN DRIVE 0940 | LA JOLLA | CA | 92093 | NONE | PC | RESTRICTED GRANT FOR EVENTS. | $5,000 | |
| UNIVERSITY OF MASSACHUSETTS BOSTON (UMASS) | ||||||||
| 100 MORRISSEY BOULEVARD | BOSTON | MA | 02125 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $10,000 | |
| UNIVERSITY OF TEXAS FOUNDATION | ||||||||
| 9011 MOUNTAIN RIDGE DRIVE 150 | AUSTIN | TX | 78759 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $50,000 | |
| UNIVERSITY OF WASHINGTON | ||||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98195 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $50,000 | |
| WASHINGTON INSTITUTE | ||||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,500 | |
| WILLIAM PATERSON UNIVERSITY | ||||||||
| 300 POMPTON ROAD | WAYNE | NJ | 07470 | NONE | PC | RESTRICTED GRANT FOR PROJECT/PROGRAM. | $95,000 | |
| YIDDISH BOOK CENTER | ||||||||
| 1021 WEST STREET | AMHERST | MA | 01002 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $500 | |
| YIVO INSTITUTE FOR JEWISH RESEARCH | ||||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,067,468 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,473,160 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,650 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,465,088 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,959,898 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,959,898 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| MARILYN TAUB | |||||||
| 1 | 300 FRANK W BURR BLVD 7TH FL | TEANECK | NJ | 07666 | $4,050,789 | Yes (X) | |
| MARILYN TAUB CHARITABLE LEAD ANNUITY TRUST | |||||||
| 2 | 300 FRANK W BURR BLVD 7TH FL | TEANECK | NJ | 07666 | $1,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 17,440 SHARES OF BROADRIDGE FINANCIAL SOLUTIONS. | NoncashPropertyDesc |
| Fair Market Value | $4,050,789 | FairMarketValueAmt |
| Received | 2024-12-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,500 | Amt |
| Net Investment Income | $9,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,750 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2018-03-01 | $34,875 | $30,203 | 200DB | 7.000000000000 | $3,111 | $0 |
| FURNITURE & FIXTURES | 2018-03-15 | $7,952 | $6,885 | 200DB | 7.000000000000 | $709 | $0 |
| FURNITURE & FIXTURES | 2018-05-22 | $39,383 | $34,106 | 200DB | 7.000000000000 | $3,513 | $0 |
| OFFICE EQUIPMENT | 2019-11-15 | $7,752 | $7,306 | 200DB | 5.000000000000 | $446 | $0 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION CONDUCTS ITS OPERATIONS WITHIN THE STATE OF NEW JERSEY; HOWEVER, IT DOES NOT ENGAGE IN THE SOLICITATION OF CHARITABLE CONTRIBUTIONS FROM THE GENERAL PUBLIC. PURSUANT TO THE NEW JERSEY CHARITABLE REGISTRATION AND INVESTIGATION ACT, N.J.S.A. 45:17A-18 ET SEQ., CHARITABLE ORGANIZATIONS THAT DO NOT SOLICIT OR RECEIVE CONTRIBUTIONS FROM THE PUBLIC ARE NOT REQUIRED TO REGISTER WITH, OR FURNISH COPIES OF THEIR ANNUAL RETURNS TO, THE NEW JERSEY DIVISION OF CONSUMER AFFAIRS. SPECIFICALLY, UNDER N.J.S.A. 45:17A-26, ORGANIZATIONS THAT DO NOT SOLICIT CONTRIBUTIONS WITHIN THE STATE ARE EXEMPT FROM THE REGISTRATION AND FILING REQUIREMENTS OF THE ACT. ACCORDINGLY, THE FOUNDATION IS NOT REQUIRED TO REGISTER WITH, OR FURNISH A COPY OF ITS FORM 990-PF TO, THE STATE OF NEW JERSEY UNDER APPLICABLE CHARITABLE REGISTRATION AND SOLICITATION LAWS. THE FOUNDATION'S REGISTRATION STATUS WITH THE NEW JERSEY DIVISION OF CONSUMER AFFAIRS (DCA) IS CURRENTLY DESIGNATED AS "RETIRED." COPIES OF THE FOUNDATION'S ANNUAL FORM 990-PF ARE, HOWEVER, AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE FOUNDATION'S PRINCIPAL OFFICE, IN ACCORDANCE WITH THE PUBLIC DISCLOSURE REQUIREMENTS OF SECTION 6104 OF THE INTERNAL REVENUE CODE. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (141 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES (ABT), 4022 SHS | $361,970 | $455,062 |
| ABBVIE INC. (ABBV), 745 SHS | $42,899 | $132,387 |
| ADVANSIX INC COM (ASIX), 3613 SHS | $111,897 | $102,934 |
| ALPHABET INC CAP STK CL C (GOOG), 4850 SHS | $369,740 | $923,634 |
| ALPHABET INC (GOOGL), 1600 SHS | $230,869 | $303,000 |
| AMDOCS LTD ORD (DOX), 1624 SHS | $135,434 | $138,267 |
| AMERICAN EXPRESS COMPANY (AXP), 570 SHS | $94,340 | $169,170 |
| AMERICAN FUNDS U.S. GOVERNMENT MM FUND CLS A (AFAXX), 6361.15 SHS | $6,361 | $6,361 |
| AMERICAN TOWER CORP NEW (AMT), 648 SHS | $151,268 | $118,850 |
| AMGEN (AMGN), 673 SHS | $159,855 | $175,411 |
| APPLE INC (AAPL), 3791 SHS | $77,789 | $949,342 |
| APPLIED MATERIALS INC (AMAT), 714 SHS | $43,882 | $116,118 |
| ARES CAPITAL CORPORATION (ARCC), 6980 SHS | $99,276 | $152,792 |
| ARROW ELECTRS INC (ARW), 1066 SHS | $35,119 | $120,586 |
| ASHTEAD GROUP PLC SHS (ASHTF), 3625 SHS | $192,992 | $225,373 |
| AT&T INC (T), 1 SHS | $6 | $23 |
| ATLANTA BRAVES HOLDINGS IN-C (BATRK), 3582 SHS | $125,968 | $137,047 |
| AUTOMATIC DATA PROCESSING INC (ADP), 5728 SHS | $70,877 | $1,683,446 |
| AUTOZONE INC (AZO), 45 SHS | $43,362 | $144,090 |
| AVALONBAY CMNTYS INC (AVB), 621 SHS | $111,408 | $136,601 |
| AZZ INC (AZZ), 1627 SHS | $100,193 | $133,284 |
| BERKLEY W R CORP (WRB), 2400 SHS | $98,614 | $140,448 |
| BERKSHIRE HATHAWAY INC DEL CL B (BRK.B), 2222 SHS | $378,326 | $1,007,189 |
| BERKSHIRE HATHAWAY INC DEL CLA (BRK A), 1 SHS | $339,723 | $680,920 |
| BERKSHIRE HATHAWAY, 1338 SHS | $168,431 | $606,489 |
| BHP GROUP LTD F (BHP), 1377 SHS | $79,656 | $67,239 |
| BLACKSTONE SECURED LENDING FUND (BXSL), 4790 SHS | $113,371 | $154,765 |
| BROADRIDGE FINANCIAL SOLUTIONS (BR), 97322 SHS | $15,742,342 | $22,091,307 |
| BROWN FORMAN CORP CLA (BF A), 1800 SHS | $120,031 | $67,842 |
| BURKE & HERBERT FINANCIAL SERVICES CORP, 25 SHS | $1,743 | $1,559 |
| CABOT CORP (CBT), 1291 SHS | $110,623 | $117,881 |
| CAPITAL ONE FINL CORP (COF), 1245 SHS | $130,822 | $222,008 |
| CDW CORPORATION (CDW), 200 SHS | $355,254 | $348,218 |
| CHUBB LIMITED (CB), 549 SHS | $29,809 | $151,689 |
| CIE FINANCIERE RICHEMONT AG ZUG NAMEN AKT (CFRHF), 3344 SHS | $268,024 | $508,925 |
| CITIGROUP INC (C), 10000 SHS | $634,610 | $704,178 |
| COMCAST CORP NEW CL A (CMCSA), 5839 SHS | $150,613 | $219,137 |
| COSTCO WHOLESALE CORP-NEW (COST), 1500 SHS | $65,230 | $1,374,948 |
| D R HORTON INC (DHI), 841 SHS | $17,031 | $117,589 |
| DELL TECHNOLOGIES INC. (DELL), 1199 SHS | $133,615 | $138,173 |
| DELTA AIR LINES INC (DAL), 16000 SHS | $644,672 | $968,383 |
| DIAMONDBACK ENERGY INC (FANG), 750 SHS | $53,208 | $122,873 |
| DISNEY WALT CO (DIS), 1503 SHS | $166,715 | $167,359 |
| DOORDASH INC CLA (DASH), 596 SHS | $68,177 | $99,979 |
| EOG RES INC (EOG), 1047 SHS | $82,176 | $128,341 |
| EAGLE MATERIALS INC (EXP), 460 SHS | $61,139 | $113,510 |
| ELBIT SYSTEMS LTD-ORD (ESLT), 1200 SHS | $251,105 | $309,806 |
| ELEVANCE HEALTH INC (ELV), 2000 SHS | $136,248 | $738,092 |
| EVEREST RE GROUP LTD (EG), 386 SHS | $64,819 | $139,910 |
| EXPEDIA, INC. (EXPE), 833 SHS | $77,386 | $155,213 |
| EXXON MOBIL CORP (XOM), 2336 SHS | $142,397 | $251,284 |
| FEDEX CORP (FDX), 873 SHS | $152,713 | $245,601 |
| FISERV INC (FI), 686 SHS | $68,396 | $140,918 |
| FLEXTRONICS INTL LTD ORD (FLEX), 3715 SHS | $57,582 | $142,619 |
| GE AEROSPACE (GE), 1577 SHS | $91,404 | $263,028 |
| GE VERNOVA INC (GEV), 375 SHS | $22,090 | $123,349 |
| GENUINE PARTS CO (GPC), 1697 SHS | $203,398 | $198,142 |
| GLOBAL PMTS INC (GPN), 1,085 SHS | $119,864 | $121,585 |
| GOLDMAN SACHS GROUP INC (GS), 265 SHS | $27,811 | $151,744 |
| GRAINGER W W INC (GWW), 356 SHS | $103,279 | $375,242 |
| GRAHAM HOLDINGS COMPANY (GHC), 157 SHS | $90,000 | $136,891 |
| HEINEKEN HLDG NV SHS (HKHHF), 6419 SHS | $584,976 | $384,485 |
| HENDERSON GROUP PLC (JHG), 3102 SHS | $139,112 | $131,928 |
| HERCULES TECHNOLOGY GROWTH CAPITAL INC (HTGC), 7408 SHS | $92,972 | $148,827 |
| HONEYWELL INTL INC (HON), 761 SHS | $75,508 | $171,902 |
| INGREDION INCORPORATED (INGR), 975 SHS | $104,946 | $134,121 |
| INSIGHT ENTERPRISES INC (NSIT), 749 SHS | $78,440 | $113,923 |
| IQVIA HOLDINGS INC (IQV), 2000 SHS | $381,071 | $393,175 |
| IRON MOUNTAIN INCORPORATED (IRM), 1202 SHS | $30,176 | $126,342 |
| ISHARES RUSSELL 2000 ETF (IWM), 2000 SHS | $232,825 | $441,920 |
| ITURAN LOCATION AND CONTROL LTD (ITRN), 4963 SHS | $114,525 | $154,597 |
| JABIL CIRCUIT INC (JBL), 1072 SHS | $65,115 | $154,261 |
| JOHNSON & JOHNSON (JNJ), 1299 SHS | $168,226 | $187,861 |
| JP MORGAN CHASE & CO (JPM), 2255 SHS | $225,624 | $540,546 |
| KLA-TENCOR CORP (KLAC), 189 SHS | $16,742 | $119,093 |
| LABCORP HOLDING INC (LH), 601 SHS | $123,173 | $137,821 |
| LAM RESEARCH CORPORATION (LRCX), 1597 SHS | $9,999 | $115,351 |
| LAMAR ADVERTISING CO NEW (LAMR), 1437 SHS | $136,096 | $174,940 |
| LENNAR CORP CLASS A (LEN), 851 SHS | $33,608 | $116,051 |
| LIBERTY LATIN AMERICA LTD. (LILAK), 1 SHS | $41 | $6 |
| LOWES COS INC (LOW), 920 SHS | $123,319 | $227,056 |
| LYONDELLBASELL INDUSTR F (LYB), 918 SHS | $92,868 | $68,180 |
| MARTIN MARIETTA MATLS INC COM (MLM), 603 SHS | $185,251 | $311,450 |
| MASTERCARD INC CLA (MA), 1398 SHS | $453,626 | $736,145 |
| MCDONALDS CORP (MCD), 346 SHS | $94,704 | $100,302 |
| MCKESSON CORP (MCK), 415 SHS | $69,088 | $236,513 |
| MERCK & CO INC (MRK), 6827 SHS | $586,801 | $679,307 |
| MICROSOFT CORP (MSFT), 3125 SHS | $577,679 | $1,317,554 |
| MOBILEYE GLOBAL INC (MBLY), 8500 SHS | $250,253 | $169,387 |
| MORGAN STANLEY (MS), 15932 SHS | $410,597 | $2,003,617 |
| NESTLE SA SPONSORED ADR (NSRGY), 5000 SHS | $540,394 | $408,500 |
| NETFLIX INC COM (NFLX), 551 SHS | $115,883 | $491,117 |
| NEWMONT CORP (NEM), 2089 SHS | $132,078 | $77,753 |
| NEXSTAR BROADCASTING GROUP INC (NXST), 686 SHS | $39,888 | $108,367 |
| NOVARTIS AG (NVS), 1378 SHS | $108,963 | $134,093 |
| OMNICOM GROUP INC (OMC), 1404 SHS | $133,934 | $120,800 |
| ORACLE CORP (ORCL), 3605 SHS | $226,500 | $600,737 |
| OSHKOSH CORPORATION (OSK), 1323 SHS | $124,558 | $125,778 |
| PAYPAL HLDGS INC (PYPL), 3586 SHS | $203,344 | $306,065 |
| PERNOD RICARD ORD SHS (PDRDF), 2619 SHS | $447,960 | $295,577 |
| PFIZER INC (PFE), 3709 SHS | $126,284 | $98,400 |
| PHILIP MORRIS INTL INC COM (PM), 3812 SHS | $327,294 | $458,774 |
| PHOTRONICS INC (PLAB), 5278 SHS | $158,667 | $124,350 |
| PROCTER & GAMBLE CO (PG), 1117 SHS | $153,260 | $187,265 |
| PROGRESS SOFTWARE CORP (PRGS), 2195 SHS | $115,081 | $143,004 |
| PROGRESSIVE CORP OH (PGR), 1478 SHS | $96,016 | $354,144 |
| QUALCOMM INC (QCOM), 665 SHS | $82,487 | $102,157 |
| RALPH LAUREN CORPORATION (RL), 652 SHS | $75,419 | $150,599 |
| REGIONS FINL CORP NEW (RF), 5297 SHS | $141,189 | $124,585 |
| RENAISSANCE RE HLDGS LTD ADR (RNR), 584 SHS | $131,609 | $145,305 |
| RESMED INC (RMD), 549 SHS | $104,941 | $125,551 |
| STAG INDUSTRIAL INC (STAG), 3899 SHS | $96,873 | $131,864 |
| SANMINA CORPORATION (SANM), 2175 SHS | $131,294 | $164,582 |
| SCHLUMBERGER LTD (SLB), 3299 SHS | $148,389 | $126,484 |
| SCHLUMBERGER LTD F (SLB), 5147 SHS | $145,406 | $197,336 |
| SHELL PLC F (SHEL), 4528 SHS | $245,074 | $283,679 |
| SIEMENS A G F SPONSORED ADR 1 ADR REPS 0.5 ORD (SIEGY), 1802 SHS | $148,874 | $174,217 |
| SKECHERS U S A INC CI A (SKX), 2015 SHS | $128,494 | $135,489 |
| SNAP ON INC (SNA), 390 SHS | $76,266 | $132,397 |
| SS&C TECHNOLOGIES HOLDINGS INC (SSNC), 4309 SHS | $302,716 | $326,536 |
| STATE STR CORP (STT), 2640 SHS | $179,008 | $259,116 |
| STERLING CONSTRUCTION COMPANY, INC (STRL), 744 SHS | $9,880 | $125,327 |
| STIFEL FINANCIAL CORP (SF), 1336 SHS | $82,605 | $141,723 |
| SYNNEX CORP COM (SNX), 1214 SHS | $45,815 | $142,378 |
| SYSCO CORP (SYY), 1623 SHS | $123,268 | $124,095 |
| TAPESTRY INC. (TPR), 2389 SHS | $58,415 | $156,073 |
| TEXTRON INC (TXT), 1640 SHS | $105,683 | $125,444 |
| THE CHEESECAKE FACTORY (CAKE), 3056 SHS | $102,816 | $144,977 |
| THE WALT DISNEY COMPANY (DIS), 1359 SHS | $120,767 | $151,325 |
| TOLL BROS INC (TOL), 914 SHS | $70,549 | $115,118 |
| UBER TECHNOLOGIES INC COM (UBER), 3650 SHS | $193,742 | $220,168 |
| ULTRA CLEAN HOLDINGS (UCTT), 3797 SHS | $135,493 | $136,502 |
| UNILEVER PLC F (UL), 4429 SHS | $208,969 | $251,124 |
| UNITED RENTALS INC (URI), 128 SHS | $102,852 | $90,168 |
| UNITEDHEALTH GROUP INC (UNH), 328 SHS | $10,937 | $165,922 |
| UNITY BANCORP, INC. (UNTY), 1484 SHS | $65,311 | $64,717 |
| VANGUARD TOTAL INTL STOCK INDEX FD INSTL (VTSNX), 71865.90 SHS | $7,797,461 | $9,106,847 |
| VERIZON COMMUNICATIONS I (VZ), 2443 SHS | $83,269 | $97,696 |
| VISA INC (V), 3500 SHS | $276,632 | $1,106,577 |
| WALMART INC (WMT), 1984 SHS | $34,519 | $179,254 |
| WELLS FARGO & CO (WFC), 5471 SHS | $182,783 | $384,283 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AVIARY ASSOCIATES LP | AT COST | $11,237,739 | $11,680,507 |
| HEDGE FUND: GOLDEN TREE HIGH YIELD FUND | AT COST | $2,193,199 | $12,561,124 |
| HEDGE FUND: GOLDEN TREE SELECT | AT COST | $407,561 | $2,256,373 |
| HEDGE FUND: MONARCH DEBT RECOVERY FUND LTD. | AT COST | $2,340,533 | $10,847,161 |
| INVESTMENTS IN LIMITED PARTNERSHIP: MONDRIAN INTERNATIONAL EQUITY FUND L.P. | AT COST | $5,408,895 | $5,509,849 |
| INVESTMENTS IN LIMITED PARTNERSHIP: THE HIGHCLERE INTERNATIONAL INVESTORS | AT COST | $1,229,842 | $1,197,857 |
| OFFSHORE HEDGE FUND: BEACH POINT PROPERTIES | AT COST | $2,039,321 | $8,442,080 |
| OFFSHORE HEDGE FUND: PALESTRA CAPITAL OFFSHORE FUND | AT COST | $5,500,000 | $8,206,593 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $34,875 | $33,314 | $1,561 |
| FURNITURE & FIXTURES | $7,952 | $7,594 | $358 |
| FURNITURE & FIXTURES | $39,383 | $37,619 | $1,764 |
| OFFICE EQUIPMENT | $7,752 | $7,752 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $60 | $60 | $0 |
| OFFICE EXPENSES | $36,054 | $0 | $36,054 |
| OTHER EXPENSES | $14,213 | $14,213 | $0 |
| PORTFOLIO EXPENSES | $1,427 | $1,427 | $0 |
| PROFESSIONAL ORGANIZATION DUES | $28,702 | $0 | $28,702 |
| TELEPHONE | $2,160 | $0 | $2,160 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $2,679 | $2,679 | $2,679 |
| PASSTHROUGH OTHER INCOME: AVIARY ASSOCIATES LP | $7,029 | $232 | $7,029 |
| PASSTHROUGH OTHER INCOME: MONDRIAN INTERNATIONAL EQUITY FUND L.P | $2,293 | $2,293 | $2,293 |
| PASSTHROUGH OTHER INCOME: THE HIGHCLERE INTERNATIONAL INVESTORS | $9,649 | $9,649 | $9,649 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXCISE TAXES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $14,542 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $262,031 | $17,030 | $245,001 |
| INVESTMENT EXPENSES | $453,306 | $453,306 | $0 |
| ADP SERVICE FEE | $13,405 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| MARILYN TAUB | |||
| 300 FRANK W BURR BLVD 7TH FL | TEANECK | NJ | 07666 |
| MARILYN TAUB CLAT | |||
| 300 FRANK W BURR BLVD 7TH FL | TEANECK | NJ | 07666 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $104,542 | $0 | $0 |
| FOREIGN TAXES | $36,397 | $36,397 | $0 |
| PAYROLL TAXES | $60,163 | $0 | $0 |