HUGIN FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HUGIN FAMILY FOUNDATION INC (EIN 03-0374762)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2026-04-17
- IRS object ID
- 202611079349100216
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-17T13:27:48-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WithumSmithBrown PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Jefferson Park Suite 400 | AddressLine1Txt |
| City | Whippany | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079811070 | 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 | 030374762 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGIN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT J HUGIN | InCareOfNm |
| Business Name Control | HUGI | BusinessNameControlTxt |
| Phone | 9082738610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 ESSEX RD | AddressLine1Txt |
| City | SUMMIT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J HUGIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9082738610 | PhoneNum |
| Signature | 2026-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ISRAEL TANNENBAUM | PreparerPersonNm |
| PTIN | P01589203 | PTIN |
| Phone | 9738989494 | 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 | $18,520,240 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $66 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $66 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $447,391 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $447,391 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,706,796 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,027,063 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,706,796 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,154,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,154,253 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $75,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $75,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,422 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,422 | PensionEmplBnftDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,468 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,162 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,643 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $109,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,162 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $97,065 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $698,877 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $698,877 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $808,767 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,162 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $795,942 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,345,486 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,142,091 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,298 | CashBOYAmt |
| Other Nts And Loans Rcvbl | $3,619,562 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $3,619,562 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,819,562 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $10,917,110 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,443,714 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,756,553 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,000,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,500,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,406,792 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $1,406,792 | LandBOYAmt |
| Land EOY | $1,406,792 | LandEOYAmt |
| Land EOYFMV | $1,406,792 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $37,333 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $37,333 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,371,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,007,401 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,520,240 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $28,934 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,934 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $17,371,200 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,978,467 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,371,200 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,978,467 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,371,200 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,007,401 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,371,200 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,345,486 | ExcessRevenueOverExpensesAmt |
| Other Increases | $261,781 | OtherIncreasesAmt |
| Subtotal | $19,978,467 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,978,467 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $6,027,063 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,320,267 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,706,796 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,706,796 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,706,796 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,675 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $43,675 | SubtotalAmt |
| Tax Based On Investment Income | $43,675 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $46,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $418 | EsPenaltyAmt |
| Overpayment | $2,407 | OverpaymentAmt |
| Applied To ES Tax | $2,407 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT J HUGIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9082738610 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 ESSEX RD | AddressLine1Txt |
| City | SUMMIT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J HUGIN | ||||||||
| 19 ESSEX RD | SUMMIT | NJ | 07901 | President | 0.0 | $0 | $0 | $0 |
| KATHLEEN HUGIN | ||||||||
| 19 ESSEX RD | SUMMIT | NJ | 07901 | Vice President | 0.0 | $0 | $0 | $0 |
| HILARY HUGIN | ||||||||
| 19 ESSEX RD | SUMMIT | NJ | 07901 | Treasurer | 0.0 | $0 | $0 | $0 |
| ROBERT B HUGIN | ||||||||
| 19 ESSEX RD | SUMMIT | NJ | 07901 | Trustee | 0.0 | $0 | $0 | $0 |
| JOHN HUGIN | ||||||||
| 19 ESSEX RD | SUMMIT | NJ | 07901 | Trustee | 0.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON MELVIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 STONEHOUSE RD | AddressLine1Txt |
| City | BASKING RIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINSISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $75,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,917,079 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $310,933 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,485,240 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,713,252 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,713,252 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $295,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,417,553 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $970,878 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $970,878 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,675 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,675 | TotalTaxAmt |
| Distributable Before Adj | $927,203 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $927,203 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $927,203 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $795,942 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $795,942 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $927,203 | DistributableAsAdjustedAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $2,735,809 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,492,634 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $857,608 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,581,992 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,668,043 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $795,942 | QualifyingDistributionsAmt |
| Applied To Current Year | $795,942 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $131,261 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $131,261 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,536,782 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,604,548 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,932,234 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,492,634 | ExcessFromYear4Amt |
| Excess From Year2 | $857,608 | ExcessFromYear2Amt |
| Excess From Year1 | $2,581,992 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT HUGIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Enterprise Institute | |||||||
| 1789 Massachusetts Ave NW | Washington | DC | 20036 | N/A | PC | General Support | $48,452 |
| Bay Head Yacht Club Foundation | |||||||
| 111 Metcalfe St | Bay Head | NJ | 08742 | N/A | PC | General Support | $50,000 |
| Bob Woodruff Foundation | |||||||
| 4628 Vernon Boulevard 531 | Long Island City | NY | 11101 | N/A | PC | General Support | $1,000 |
| Donors Trust Inc | |||||||
| 1800 Diagonal Road Suite 280 | Alexandria | VA | 22314 | N/A | PC | General Support | $100,000 |
| ECD Veterans Committee | |||||||
| New Jersey State House 125 West St | Trenton | NJ | 08625 | N/A | PC | General Support | $7,500 |
| Family Promise | |||||||
| 71 Summit Ave Ste 2 | Summit | NJ | 07901 | N/A | PC | General Support | $257,950 |
| Family Promise of Union County NJ | |||||||
| 402 Union Ave | Elizabeth | NJ | 07208 | N/A | PC | General Support | $5,000 |
| Garden State Initiative | |||||||
| PO Box 9180 | Morristown | NJ | 07963 | N/A | PC | General Support | $40,000 |
| JICSL - John's Island Community Service League | |||||||
| 4445 North Jimmy Buffett Mem Hwy Su | Vero Beach | FL | 32963 | N/A | PC | General Support | $10,000 |
| Mantoloking Fire Co No 1 | |||||||
| Downer Ave PO Box 213 | Mantoloking | NJ | 08738 | N/A | PC | General Support | $150 |
| Marine Corps University Foundation | |||||||
| 716 Broadway Street Annex Floor 2 | Quantico | VA | 22134 | N/A | PC | General Support | $60,383 |
| Point Boro First Aid Squad | |||||||
| 1200 Beaver Dam Road | Point Pleasant | NJ | 08742 | N/A | PC | General Support | $250 |
| Princeton Class of 1976 | |||||||
| 1 Nassau Hall | Princeton | NJ | 08544 | N/A | PC | General Support | $50 |
| Princeton University | |||||||
| 2 Nassau Hall | Princeton | NJ | 08544 | N/A | PC | General Support | $58,142 |
| The Scholarship for Inner City Children | |||||||
| 171 Clifton Ave | Newark | NJ | 07104 | N/A | PC | General Support | $10,000 |
| United Methodist Church of Summit | |||||||
| 17 Kent Place Blvd | Summit | NJ | 07901 | N/A | PC | General Support | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $698,877 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $447,391 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,706,796 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,154,253 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,154,253 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | N | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRISTOL-MYERS SQUIBB CO | $7,322,900 | $7,409,360 |
| DANAHER CORP DEL | $96,229 | $248,373 |
| OCCIDENTAL PETE CORP | $24,585 | $98,820 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SVTP DEVELOPMENT LLC | AT COST | $5,000,000 | $5,000,000 |
| INVESTMENT IN ACCRETE | AT COST | $2,000,000 | $2,000,000 |
| INVESTMENT IN ORTHOBIO | AT COST | $500,000 | $500,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCHANGE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $37,333 | EOYBookValueAmt |
| EOYFMV | $37,333 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $150 | $150 | |
| MISC EXP | $16,306 | $15,643 | |
| 71 SUMMITT AVE: | |||
| CLEANING | $2,600 | $2,600 | |
| INSURANCES | $5,866 | $5,866 | |
| SECURITY | $2,760 | $2,760 | |
| UTILITIES | $786 | $786 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ FOR DONATED STOCK | Desc |
| Amt | $261,781 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CASH OVER DRAFT | $0 | $16,034 |
| PAYROLL TAXES PAYABLE | $0 | $12,900 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Lender ConsiderationLenderConsiderationDesc |
|---|---|---|---|---|---|---|
| WAY OF LIFE ATHLETIC INC | ||||||
| $620,000 | $620,000 | 2024-08 | 2025-08 | PAYABLE IN FULL WITH INTEREST | 10. | INTEREST RATE IS 1M SOFR + 2.65% 0 |
| COIGN INTERMEDIATE HOLDCO INC | ||||||
| $1,000,000 | $1,000,000 | PAYABLE NO LATER THAN 9-MONTH ANNIVERSITY | 0 | INTEREST RATE IS 1M SOFR + 2.65% 0 | ||
| SATIS BISTRO JC LLC | ||||||
| $1,999,562 | $1,999,562 | 2024-10 | 2025-10 | 0 | INTEREST RATE IS 1M SOFR + 2.65% 0 | |