MCMULLEN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MCMULLEN FAMILY FOUNDATION (EIN 13-3721747)
Tax period: 2023-06-01 to 2024-05-31
Filed: 2024-10-15
IRS object ID: 202432899349101038
Schema version: 2023v5.1
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
Accounting Fees Schedule
Depreciation Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-10-15T22:37:19-05:00	ReturnTs
Tax Period End	2024-05-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 PARK AVENUE 38TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10166	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	133721747	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MCMULLEN FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% MCMULLEN FAMILY FOUNDATION	InCareOfNm
Business Name Control	MCMU	BusinessNameControlTxt
Phone	9737444426	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	53 UNDERCLIFF ROAD	AddressLine1Txt
City	MONTCLAIR	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07042	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Peter McMullen	PersonNm
Person Title	President	PersonTitleTxt
Phone	9737444426	PhoneNum
Signature	2024-10-12	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)
Phone	2128858000	PhoneNum
Preparation	2024-10-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$40,240,860	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	$77,012	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$77,012	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$806,984	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$806,984	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$5,336,252	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$8,544,955	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$5,336,252	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$121,222	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$121,222	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$6,341,470	TotalRevAndExpnssAmt
Total Net Invst Incm	$6,341,470	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$100,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$50,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$50,000	CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$12,945	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$6,472	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$6,473	PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$8,633	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$4,316	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$4,317	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$144,768	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$144,768	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$36,964	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$13,127	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$5,572	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,456	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$3,756	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$308,882	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$220,139	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$64,546	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$915,833	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$915,833	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,224,715	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$220,139	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$980,379	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$5,116,755	ExcessRevenueOverExpensesAmt
Net Investment Income	$6,121,331	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$6,976	CashBOYAmt
Cash EOY	$20,162	CashEOYAmt
Cash EOYFMV	$20,162	CashEOYFMVAmt
Corporate Stock BOY	$18,450,739	CorporateStockBOYAmt
Corporate Stock EOY	$23,650,024	CorporateStockEOYAmt
Corporate Stock EOYFMV	$38,354,217	CorporateStockEOYFMVAmt
Other Investments BOY	$1,147,205	OtherInvestmentsBOYAmt
Other Investments EOY	$927,474	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,866,481	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$19,604,920	TotalAssetsBOYAmt
Total Assets EOY	$24,597,660	TotalAssetsEOYAmt
Total Assets EOYFMV	$40,240,860	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$19,604,920	RetainedEarningBOYAmt
Retained Earning EOY	$24,597,660	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$19,604,920	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$24,597,660	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$19,604,920	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$24,597,660	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$19,604,920	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$5,116,755	ExcessRevenueOverExpensesAmt
Subtotal	$24,721,675	SubtotalAmt
Other Decreases	$124,015	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$24,597,660	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
GS ACCOUNT ENDING #442-8	2018-03-20	2024-04-22	$211,310	$212,149	-$839	-$839
GS ACCOUNT ENDING #982-3	2021-01-03	2024-04-05	$70,509	$65,446	$5,063	$5,063
GS ACCOUNT ENDING #770-9	2001-09-19		$8,105,259	$2,824,470	$5,280,789	$5,280,789
GS ACCOUNT ENDING #0742	2009-08-31	2023-12-21	$149,948	$106,638	$43,310	$43,310
CAPITAL GAIN DIVIDENDS					$7,929		P
CAPITAL GAIN DIVIDENDS					$7,929		P
CAPITAL GAIN DIVIDENDS					$7,929		P
CAPITAL GAIN DIVIDENDS					$7,929		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$5,336,252	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$85,087	InvestmentIncomeExciseTaxAmt
Subtotal	$85,087	SubtotalAmt
Tax Based On Investment Income	$85,087	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$18,904	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$18,904	TotalPaymentsAndCreditsAmt
Tax Due	$66,183	TaxDueAmt

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	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
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
Org Report Or Register State	NY	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	None	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	MCMULLEN FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9737444426	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	53 UNDERCLIFF RD	AddressLine1Txt
City	MONTCLAIR	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07042	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
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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
CATHERINE MCMULLEN
53 UNDERCLIFF ROAD	MONTCLAIR	NJ	07042	TREASURER	0.1	$0	$0	$0
PETER MCMULLEN
53 UNDERCLIFF ROAD	MONTCLAIR	NJ	07042	PRESIDENT	1.1	$0	$0	$0
JOHN J MCMULLEN JR
53 UNDERCLIFF ROAD	MONTCLAIR	NJ	07042	VICE PRESident	0.1	$0	$0	$0
JACQUELINE MCMULLEN
53 UNDERCLIFF ROAD	MONTCLAIR	NJ	07042	DIRECTOR	0.1	$0	$0	$0
PATRICK GILMARTIN
53 UNDERCLIFF ROAD	MONTCLAIR	NJ	07042	DIRECTOR	0.1	$0	$0	$0
JAMES BLAKE
53 UNDERCLIFF ROAD	MONTCLAIR	NJ	07042	DIRECTOR	0.1	$0	$0	$0
Ilia scriven leased employee
53 UNDERCLIFF ROAD	MONTCLAIR	NJ	07042	executive director	8.0	$73,500	$8,513	$0
Linda drasheff leased employee
53 UNDERCLIFF ROAD	MONTCLAIR	NJ	07042	secretary	4.0	$26,500	$4,432	$0
bridget blake
53 UNDERCLIFF ROAD	MONTCLAIR	NJ	07042	directOR	0.1	$0	$0	$0
elise mcmullen
53 UNDERCLIFF ROAD	MONTCLAIR	NJ	07042	direCTOR	0.1	$0	$0	$0
Peter McMullen Jr
53 Undercliff Road	Montclair	NJ	07042	Director	0.1	$0	$0	$0
Timothy Blake
53 Undercliff Road	Montclair	NJ	07042	Director	0.1	$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	$37,510,836	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$33,059	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$37,543,895	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$37,543,895	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$563,158	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$36,980,737	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,849,037	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,849,037	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$85,087	TaxBasedOnInvestmentIncomeAmt
Total Tax	$85,087	TotalTaxAmt
Distributable Before Adj	$1,763,950	DistributableBeforeAdjAmt
Distributable Before Ded	$1,763,950	DistributableBeforeDedAmt
Distributable As Adjusted	$1,763,950	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$980,379	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	$980,379	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,763,950	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2021	PriorYear1Yr
Prior Year2	2020	PriorYear2Yr
Prior Year3	2019	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$739,516	ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov	$739,516	TotalExcessDistributionCyovAmt
Qualifying Distributions	$980,379	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$980,379	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$739,516	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$739,516	ExcessDistributionCyovAppCYAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$44,055	UndistributedIncomeCYAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
KIPP New Jersey
60 Park Place Suite 802	Newark	NJ	07102	NONE	SUPPORT THEIR ACTIVITIES	$50,000
THE LUSTGARTEN FOUNDATION
415 CROSSWAYS PARK DRIVE SUITE D	WOODBURY	NY	11797	NONE	SUPPORT THEIR ACTIVITIES	$125,000
MAIN ST COUNSELING CENTER
8 MARCELLA AVENUE	WEST ORANGE	NJ	07052	NONE	SUPPORT THEIR ACTIVITIES	$5,000
HOCKEY IN NEW JERSEY
110 JABEZ STREET SUITE 260	NEWARK	NJ	07105	NONE	SUPPORT THEIR ACTIVITIES	$25,000
METROPOLITAN YMCA OF THE ORANGES
139 e MCLELLAN AVENUE	LIVINGSTON	NJ	07039	NONE	SUPPORT THEIR ACTIVITIES	$8,000
MONMOUTH UNIVERSITY
400 CEDAR AVENUE	WEST LONG BRANCH	NJ	07764	NONE	SUPPORT THEIR ACTIVITIES	$50,000
MONTCLAIR ART MUSEUM
3 SOUTH MOUNTAIN AVENUE	MONTCLAIR	NJ	07042	NONE	SUPPORT THEIR ACTIVITIES	$4,000
MONTCLAIR HIGH SCHOOL ALUMNI ASSOCC
483 PARK STREET	UPPER MONTCLAIR	NJ	07043	NONE	SUPPORT THEIR ACTIVITIES	$45,000
MONTCLAIR STATE UNIVERSITY
1 NORMAL AVENUE	MONTCLAIR	NJ	07042	NONE	SUPPORT THEIR ACTIVITIES	$100,000
HUDSON LINK FOR HIGHER EDUCATION
23 STATE STREET	OSSINING	NY	10562	NONE	SUPPORT THEIR ACTIVITIES	$1,000
OASIS A HAVEN FOR WOMEN
59 MILL STREET	PATERSON	NJ	07501	NONE	SUPPORT THEIR ACTIVITIES	$5,000
THE CRADLE FOUNDATION
2049 RIDGE AVENUE	EVANSTON	IL	60201	NONE	SUPPORT THEIR ACTIVITIES	$10,000
THE MONTCLAIR KIMBERLEY ACADEMY
201 VALLEY ROAD	MONTCLAIR	NJ	07042	NONE	SUPPORT ACTIVITIES	$15,000
THE SEEING EYE
PO BOX 375	MORRISTOWN	NJ	079630375	NONE	SUPPORT THEIR ACTIVITIES	$12,500
MONTCLAIR HISTORY CENTER
108 ORANGE ROAD	MONTCLAIR	NJ	07042	NONE	SUPPORT THEIR ACTIVITIES	$5,000
TRI-COUNTY SCHOLARSHIP FUND
4 CENTURY DRIVE	PARSIPPANY	NJ	07054	NONE	SUPPORT THEIR ACTIVITIES	$5,000
US NAVAL ACADEMY FOUNDATION
274 WOOD ROAD	ANNAPOLIS	MD	21402	NONE	SUPPORT THEIR ACTIVITIES	$200,000
THE YOGI BERRA MUSEUM AND LEARNING
8 YOGI BERRA DRIVE	LITTLE FALLS	NJ	07424	NONE	SUPPORT THEIR ACTIVITIES	$25,000
TONI'S KITCHEN ST LUKE'S CHURCH
73 S FULLERTON AVENUE	MONTCLAIR	NJ	07042	NONE	SUPPORT THEIR ACTIVITIES	$50,000
YMCA OF MONTCLAIR
25 PARK STREE	MONTCLAIR	NJ	07042	NONE	SUPPORT THEIR ACTIVITIES	$33,333
HUMAN NEEDS FOOD PANTRY
9 LABEL STREET	MONTCLAIR	NJ	07042	NONE	SUPPORT THEIR ACTIVITIES	$5,000
LACORDAIRE ACADEMY
155 LORRAINE AVENUE	MONTCLAIR	NJ	07043	NONE	SUPPORT THEIR ACTIVITIES	$5,000
BOYS & GIRLS CLUBS OF NETWORK
1 AVON AVENUE	NEWARK	NJ	07108	NONE	SUPPORT THEIR ACTIVITIES	$10,000
COMMUNITY FOUNDATION OF NEW JERSEY
PO BOX 338	MORRISTOWN	NJ	07963	NONE	SUPPORT THEIR ACTIVITIES	$5,000
ST MARY'S ABBEY (DELBARTON)
230 MENDHAM ROAD	MORRISTOWN	NJ	07960	NONE	SUPPORT THEIR ACTIVITIES	$15,000
FAMILY PROMISE OF ESSEX COUNTY
46 PARK STREET	MONTCLAIR	NJ	07042	NONE	SUPPORT THEIR ACTIVITIES	$5,000
COMMUNITY FOOD BANK OF NJ
31 EVANS TERMINAL ROAD	HILLSIDE	NJ	07205	NONE	SUPPORT THEIR ACTIVITIES	$5,000
THE SALVATION ARMY CITADEL
13 TRINITY PLACE	MONTCLAIR	NJ	07042	NONE	SUPPORT THEIR ACTIVITIES	$50,000
BIG BROTHERS BIG SISTERS
535 E Franklin St	trenton	NJ	08610	NONE	SUPPORT THEIR ACTIVITIES	$10,000
MEADOWLANDS 2040 FOUNDATION INC
1099 Wall Street West Suite 100	Lyndhurst	NJ	07071	NONE	SUPPORT THEIR ACTIVITIES	$3,500
MT PLEASANT ANIMAL SHELTER
194 Route 10 West	East Hanover	NJ	07936	NONE	SUPPORT THEIR ACTIVITIES	$5,000
SCHOLARSHIP FUND FOR INNER CITY
1011 First Avenue Suite 1800	NEW YORK	NY	10022	NONE	SUPPORT THEIR ACTIVITIES	$7,500
THE ESSEX FELLS FOUNDATION FOR EDUCATIONAL EXCELLE
PO Box 174	Essex Fells	NJ	07021	NONE	SUPPORT THEIR ACTIVITIES	$5,000
THE VALERIE FUND
2101 Millburn Ave	MAPLEWOOD	NJ	07040	NONE	SUPPORT THEIR ACTIVITIES	$1,000
VAN VLECK HOUSE & GARDENS
21 Van Vleck St	MONTCLAIR	NJ	07042	NONE	SUPPORT THEIR ACTIVITIES	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$915,833	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	$77,012	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$806,984	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

Field	Value	IRS element (for citing)
Business	900099	BusinessCd
Unrelated Business Taxbl Incm	$59,784	UnrelatedBusinessTaxblIncmAmt
Exclusion	14	ExclusionCd
Exclusion	$61,438	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$5,336,252	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)
Unrelated Business Taxbl Incm	$59,784	UnrelatedBusinessTaxblIncmAmt
Exclusion	$6,281,686	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$6,341,470	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$8,633	Amt
Net Investment Income	$4,316	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$4,317	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
GOLDMAN SACHS #580-0	$1,768,029	$2,875,908
GOLDMAN SACHS #442-8	$1,862,228	$1,784,148
GOLDMAN ADVISORY #983-1	$1,116,338	$1,105,588
GS PASS (S&P500)#982-3	$601,984	$804,496
GOLDMAN SACHS FAYEZ #770-9	$12,488,717	$23,386,381
MERRILL LYNCH #0742 PIA BALANC	$5,812,728	$8,397,696

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
VINTAGE VII LP	AT COST	$84,653	$464,763
WEST STREET CAPITAL PARTNERSHI	AT COST	$131,304	$470,360
MS PRIVATE LOAN FUND	AT COST	$711,517	$931,358

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	DIFFERENCE BETWEEN BOOK & TAX PARTNERSHI	Desc
Amt	$124,015	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
POSTAGE	$926	$926
TELEPHONE	$2,913	$1,457	$1,456
OFFICE SUPPLIES	$120	$120
DUES AND SUBSCRIPTIONS	$830	$830
MISCELLANEOUS	$423	$423
PENALTIES AND INTEREST	$360

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
Security Litigation Settlements	$101	$101
From West St Cap Partners VII Parallel L	-$2,603	-$2,603
From Private Loan Fund I LP	$122,508	$122,508
Vintage VII	$1,216	$1,216

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$144,768	Amt
Net Investment Income	$144,768	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES - STOCKS	$13,127	$13,127
FEDERAL TAXES	$20,464
NYS CORP TAXES	$3,373

MCMULLEN FAMILY FOUNDATION: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

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