ROBINWOOD FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROBINWOOD FOUNDATION INC (EIN 33-1472914)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202631319349104578
- Schema version
- 2025v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T19:32:30-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331472914 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBINWOOD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KENNETH C FORESTER | InCareOfNm |
| Business Name Control | ROBI | BusinessNameControlTxt |
| Phone | 2015870888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ROUTE 17 NORTH Suite 308 | AddressLine1Txt |
| City | PARAMUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 076522644 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth C Forester | PersonNm |
| Person Title | CO-CHAIR/TRUSTEE | PersonTitleTxt |
| Phone | 2015870888 | PhoneNum |
| Signature | 2026-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 2025 | 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 | $54,434,048 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $550,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $508,119 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $508,119 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $481,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $481,383 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$182,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,723,612 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,357,338 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $989,502 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,613 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,613 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $246,846 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $246,836 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,493 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $758 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,825 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,825 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $260,042 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $257,449 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,805,381 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,805,381 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,065,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $257,449 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,809,699 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,708,085 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $732,053 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,054,549 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,168,065 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,168,065 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,017,966 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,263,075 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,509,935 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,780,897 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,655,956 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,222,011 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $50,054,549 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,351,922 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,434,048 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $50,054,549 | RetainedEarningBOYAmt |
| Retained Earning EOY | $47,351,922 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,054,549 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,351,922 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,054,549 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,351,922 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,054,549 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,708,085 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,458 | OtherIncreasesAmt |
| Subtotal | $47,351,922 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $47,351,922 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA PRIVATE BANK X1621 | P | 2025-01-01 | 2025-12-31 | $2,980,505 | $3,163,174 | -$178,269 | -$182,669 |
| BANK OF AMERICA PRIVATE BANK X2621 | P | 2025-01-01 | $1,873,392 | $1,826,352 | $47,040 | $47,040 | |
| BANK OF AMERICA PRIVATE BANK X2622 | 2025-01-01 | 2025-12-31 | $869,715 | $920,649 | -$50,934 | -$50,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$182,163 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,176 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,176 | SubtotalAmt |
| Tax Based On Investment Income | $10,176 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Tax Due | $9,416 | TaxDueAmt |
| Refund | $0 | RefundAmt |
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 | Robinwoodfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH C FORESTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2015870888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ROUTE 17 NORTH STE 308 | AddressLine1Txt |
| City | PARAMUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 076522644 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Kenneth C Forester | ||||||||
| 12 ROUTE 17 NORTH | PARAMUS | NJ | 076522644 | Co-Chairperson/Trustee/CEO | 1.0 | $0 | $0 | $0 |
| Carol Susan Forester | ||||||||
| 12 ROUTE 17 NORTH | PARAMUS | NJ | 076522644 | CO-CHAIRPERSON/Trustee | 1.0 | $0 | $0 | $0 |
| Kelly Forester Pappas | ||||||||
| 12 ROUTE 17 NORTH | PARAMUS | NJ | 076522644 | COO/TRUSTEE | 1.0 | $0 | $0 | $0 |
| THOMAS M WELLS | ||||||||
| 12 ROUTE 17 NORTH | PARAMUS | NJ | 076522644 | TTEE/VICE-CHAIRMAN -UNTIL 2025 | 0 | $0 | $0 | $0 |
| 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 | $37,216,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,724,652 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,940,932 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,940,932 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $734,114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,206,818 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,410,341 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,410,341 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,176 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,176 | TotalTaxAmt |
| Distributable Before Adj | $2,400,165 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,400,165 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,400,165 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,809,699 | 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 | $3,809,699 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,400,165 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $93,539 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,809,699 | QualifyingDistributionsAmt |
| Applied To Year1 | $93,539 | AppliedToYear1Amt |
| Applied To Current Year | $2,400,165 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,315,995 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,315,995 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,315,995 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $1,315,995 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH C FORRESTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Hope for New York | ||||||||
| 1500 Broadway | Suite 700 | New York | NY | 10036 | NONE | PC | GENERAL SUPPORT | $250,000 |
| Catholic Charities of the Diocese | ||||||||
| 777 Valley Road | Clifton | NJ | 07013 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| Eva's Village Inc | ||||||||
| 393 Main Street | Paterson | NJ | 07501 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| Joybound People and Pets | ||||||||
| 2890 Michell Drive | Walnut Creek | CA | 94598 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| A New Way of Life Reentry Project | ||||||||
| 9512 S Central Ave | Los Angeles | CA | 90002 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| Boys and Girls Club of Newark | ||||||||
| 1 Avon Ave | Newark | NJ | 07108 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| Petaluma River Park Foundation | ||||||||
| 100 E D St | Petaluma | CA | 94952 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| Brain Injury Association of America | ||||||||
| 3057 Nutley Street 805 | Fairfax | VA | 220311931 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| Youth Consultation Service Inc | ||||||||
| 284 Broadway | Newark | NJ | 07104 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| Table to Table | ||||||||
| 160 Pehle Avenue | Suite 303 | Saddle Brook | NE | 07663 | NONE | PC | GENERAL SUPPORT | $200,000 |
| West County Health Centers | ||||||||
| 13601 San Pablo Ave | San Pablo | CA | 94806 | NONE | PC | GENERAL SUPPORT | $196,548 | |
| Regents of The University of California | ||||||||
| 1153 Franklin St | Oakland | CA | 94607 | NONE | GOV | GENERAL SUPPORT | $150,000 | |
| Habitat for Humanity of Bergen County | ||||||||
| 121 Carver Ave | Westwood | NE | 07675 | NONE | PC | GENERAL SUPPORT | $125,000 | |
| Center for Hope and Safety Inc | ||||||||
| 12 Overlook Ave | Rochelle Park | NJ | 07662 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| Oasis A Haven for Women & Children | ||||||||
| 59 Mill Street | Paterson | NJ | 07501 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| West County Community Services | ||||||||
| 16390 Main St | Gurneville | CA | 95446 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| Buckelew Programs | ||||||||
| 201 Alaneda Del Pardo 103 | Novato | CA | 94949 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| Shine Together Inc | ||||||||
| 508 Valley Way | Milpitas | CA | 95035 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| There With Care in the Bay Area | ||||||||
| 330 Twin Dolphin Drive | Suite 135 | Redwood City | CA | 94065 | NONE | PC | GENERAL SUPPORT | $75,000 |
| City Green Inc | ||||||||
| 171 Grove St | Clifton | NJ | 07013 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| Ceres Community Project | ||||||||
| 1237 Apollo Way | Santa Rosa | CA | 95407 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| Wharton Institute for the Performing Arts | ||||||||
| 60 Locust Ave | Berkeley Heights | NE | 07922 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| Habitat for Humanity of the Boulder Area | ||||||||
| 6650 W 120th | Unit A-1 | Broomfield | CO | 80020 | NONE | PC | GENERAL SUPPORT | $75,000 |
| The Botanical Bus | ||||||||
| 5900 State Farm Drive | 2nd Floor | Rohnert Park | CA | 94928 | NONE | PC | GENERAL SUPPORT | $70,000 |
| Healthcare Foundation of Northern CA | ||||||||
| Suite A 111 Monte Vista Avenue | Healdsburg | CA | 95448 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| Common Ground Society | ||||||||
| 85 Brookwood Avenue 12 | Santa Rosa | CA | 95404 | NONE | PC | GENERAL SUPPORT | $16,833 | |
| Sebastopol Center for the Arts | ||||||||
| 282 S High St | Sebastopol | CA | 95472 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| Petaluma Arts Council | ||||||||
| 230 Lakeville St | Petaluma | CA | 94952 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| YMCA of Ridgewood New Jersey | ||||||||
| 112 Oak St | Ridgewood | NJ | 07450 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,805,381 | 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 | $508,119 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $481,383 | 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 | -$182,164 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $807,338 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $807,338 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Kenneth C Forester | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 Byron Ave | AddressLine1Txt |
| City | Maywood | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $550,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSES | CategoryTxt |
| Amt | $10,613 | Amt |
| Net Investment Income | $10,613 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT GRADE TAXABLE | $8,070,030 | $8,328,929 |
| INTL. DEVELOPMENT BONDS | $439,905 | $451,968 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| U.S. LARGE CAP | $25,397,840 | $30,441,666 |
| U.S. MID CAP | $3,867,179 | $4,424,183 |
| U.S. SMALL CAP | $1,127,846 | $1,394,264 |
| INTERNATIONAL DEVELOPMENT | $1,942,931 | $2,237,516 |
| EMERGING MARKETS | $682,170 | $765,446 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS SPECIFIC STRATEGY | AT COST | $2,000,000 | $2,074,849 |
| HEDGE FUNDS OTHER | AT COST | $750,000 | $781,874 |
| COMMODITIES | AT COST | $905,956 | $1,365,288 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| WEBSITE & MARKETING | $1,375 | $1,375 |
| OTHER EXPENSES | $450 | $450 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX COST/BASIS ADJUSTMENT | Desc |
| Amt | $5,458 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $244,353 | $244,343 | |
| GRANTMAKING ADVISOR FEES | $2,493 | $2,493 | $2,493 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NIIT TAX PAYMENTS | CategoryTxt |
| Amt | $758 | Amt |