2024-11-05T10:59:43-06:00 2023-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990PF 2023-01-01 221895028 FUND FOR NEW JERSEY FUND 6093560421 ONE PALMER SQUARE EAST 303 PRINCETON NJ 08542 BRANDON MCKOY PRESIDENT 6093560421 2024-10-16 1 0 FREDERICK MARTENS P00298107 2126972299 2023 2024-10-15 13:58:12Z X 57859965 X X 552618 552618 1192599 12180923 1192599 369257 315372 2114474 2060589 269536 2695 213016 291349 30690 257823 100556 2778 96794 5060 0 5060 59820 41874 17496 311451 214791 96660 26956 0 0 2249 0 82017 0 81683 21999 0 24231 76283 0 73752 1247276 292828 866515 5549018 5584068 6796294 292828 6450583 -4681820 1767761 1205420 572387 572387 436599 521441 521441 800000 28888 19731 19731 2706682 3545599 3545599 18578473 17447327 17447327 1764112 2198391 2198391 32045838 33392412 33392412 53774 49465 6558 4309 4309 217523 158368 158368 57790093 57859965 57859965 70827 128241 1033569 998519 275043 273835 1379439 1400595 X 54760654 56419370 1650000 40000 56410654 56459370 57790093 57859965 56410654 -4681820 4797217 56526051 66681 56459370 CHARLES SCHWAB - COHO - PUBLICLY TRADED SECURITIES P 1253873 1158525 95348 95348 CHARLES SCHWAB - POLEN - PUBLICLY TRADED SECURITIES P 424934 404475 20459 20459 CHARLES SCHWAB - JENSEN - PUBLICLY TRADED SECURITIES P 2032769 1507091 525678 525678 CHARLES SCHWAB - ACCESS # 1863- MUTUAL FUND P 999980 836953 163027 163027 BOSTON WALDEN - PUBLICLY TRADED SECURITIES P 3573560 3282803 290757 290757 BRECKENBRIDGE - PUBLICLY TRADED SECURITIES P 1557073 1642589 -85516 -85516 PIMCO LOW DURATION ESG P 1338734 1468203 -129469 -129469 WEATHERLOW OFFSHORE FUND I, LTD. P 1000000 687685 312315 312315 1192599 24572 0 24572 0 24572 26250 0 30000 0 56250 0 31678 31678 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 0 1 WWW.FUNDFORNJ.ORG THE ORGANIZATION 6093560421 ONE PALMER SQUARE EAST - SUITE 303 PRINCETON NJ 08542 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BETH K JAMIESON ONE PALMER SQUARE EAST - SUITE 303 PRINCETON NJ 08542 PRESIDENT 40.00 269536 28943 0 RICHARD W ROPER ONE PALMER SQUARE EAST - SUITE 303 PRINCETON NJ 08542 CHAIR 1.00 0 0 0 GRIZEL UBARRY ONE PALMER SQUARE EAST - SUITE 303 PRINCETON NJ 08542 VICE CHAIR 1.00 0 0 0 DR JOHN W CORNWALL ONE PALMER SQUARE EAST - SUITE 303 PRINCETON NJ 08542 TREASURER 1.00 0 0 0 DR HENRY A COLEMAN ONE PALMER SQUARE EAST - SUITE 303 PRINCETON NJ 08542 TRUSTEE 1.00 0 0 0 HON JON CORZINE ONE PALMER SQUARE EAST - SUITE 303 PRINCETON NJ 08542 TRUSTEE 1.00 0 0 0 MICHELLENE DAVIS ONE PALMER SQUARE EAST - SUITE 303 PRINCETON NJ 08542 TRUSTEE 1.00 0 0 0 JOHN FARMER ONE PALMER SQUARE EAST - SUITE 303 PRINCETON NJ 08542 TRUSTEE 1.00 0 0 0 FEATHER HOUSTOUN ONE PALMER SQUARE EAST - SUITE 303 PRINCETON NJ 08542 TRUSTEE 1.00 0 0 0 EDWARD LLOYD ONE PALMER SQUARE EAST - SUITE 303 PRINCETON NJ 08542 TRUSTEE 1.00 0 0 0 LAWRENCE S LUSTBERG ONE PALMER SQUARE EAST - SUITE 303 PRINCETON NJ 08542 TRUSTEE 1.00 0 0 0 AMY MANSUE ONE PALMER SQUARE EAST - SUITE 303 PRINCETON NJ 08542 TRUSTEE 1.00 0 0 0 CHRISTOPHER VAN BUREN ONE PALMER SQUARE EAST - SUITE 303 PRINCETON NJ 08542 TRUSTEE 1.00 0 0 0 JENNIFER VELEZ ONE PALMER SQUARE EAST - SUITE 303 PRINCETON NJ 08542 TRUSTEE 1.00 0 0 0 RICHARD L WRIGHT ONE PALMER SQUARE EAST - SUITE 303 PRINCETON NJ 08542 TRUSTEE 1.00 0 0 0 ALISON BARON ONE PALMER SQUARE E STE 303 PRINCETON NJ 08542 OFFICE MANAGER 40.00 81158 9351 0 ALANA VEGA ONE PALMER SQUARE E STE 303 PRINCETON NJ 08542 PROGRAM OFFICER 40.00 58304 7729 0 HELEN ZAMORA-BUSTOS ONE PALMER SQUARE E STE 303 PRINCETON NJ 08542 PROGRAM ASSOCIATE 40.00 61250 3656 0 0 KOYA LEADERSHIP PARTNERS 2005 MARKET ST 33RD FL PHILADELPHIA PA 19103 SEARCH CONSULTANT 96660 CHARLES SCHWAB PO BOX 628921 ORLANDO FL 32862 INVESTMENT CONSULTANT 90009 MERCER INVESTMENT CONSULTING INC 501 MERRIT 7 CORPORATE PARK NORWALK CT 06856 INVESTMENT CONSULTANT 88582 0 0 55529571 855235 73689 56458495 0 0 56458495 846877 55611618 2780581 2780581 24572 24572 2756009 65801 2821810 0 2821810 6450583 0 6450583 2821810 0 0 67033 577606 1067094 603270 2087335 4402338 6450583 0 0 1610000 2821810 2018773 0 0 8031111 0 0 0 0 0 0 67033 7964078 577606 1067094 603270 2087335 3628773 PROGRAM OFFICER ONE PALMER SQUARE EAST - SUITE 303 PRINCETON NJ 08542 6093560421 PROGRAMOFFICER@FUNDFORNJ.ORG ORGANIZATIONS THAT ARE NOT CURRENTLY RECEIVING FUNDING MUST SUBMIT A LETTER OF INQUIRY VIA EMAIL. IF AN ORGANIZATION IS INVITED TO SUBMIT A FULL APPLICATION, NOTIFICATION WILL BE GIVEN WITHIN 12 WEEKS. LETTERS OF INQUIRY MUST BE EMAILED TO ABARON@FUNDFORNJ.ORG AND INCLUDE THE FOLLOWING: -CONTACT INFORMATION FOR THE ORGANIZATION INCLUDING THE EXECUTIVE DIRECTOR AND PERSON RESPONSIBLE FOR THE LETTER OF INQUIRY -AMOUNT AND TYPE (OPERATING OR PROGRAM SUPPORT) OF FUNDING REQUESTED -PROBLEM OR NEED TO BE ADDRESSED (MAXIMUM 100 WORDS) -SUMMARY OF REQUEST,INCLUDING INTERVENTIONS AND ANTICIPATED OUTCOMES(MAX 250 WORDS) -ORGANIZATION BUDGET AND ACTUALS FOR THE CURRENT FISCAL YEAR -PROGRAM BUDGET (IF APPLICABLE) ORGANIZATIONS CURRENTLY RECEIVING FUNDING SHOULD CONTACT THEIR PROGRAM OFFICER FOR INSTRUCTIONS ON REAPPLYING. APPLICATIONS FROM INVITED AND RENEWING ORGANIZATIONS ARE DUE AS INSTRUCTED BY PROGRAM STAFF. THE FUND FOR NEW JERSEY MAKES GRANTS ONLY TO ORGANIZATIONS THAT HAVE DESIGNATED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE IRC. THE FUND DOES NOT SUPPORT THE ACTIVITIES OF INDIVIDUALS. THE FUND DOES NOT SUPPORT CAPITAL PROJECTS AND RARELY PROVIDES GRANTS FOR LOCAL ACTIVITIES OR DIRECT SERVICES UNLESS THESE PROJECTS ARE DESIGNED TO SUPPORT SYSTEMIC CHANGE (FOR EX: A DEMONSTRATION PROJECT TO INFORM PUBLIC POLICY). AAPI MONTCLAIR PO BOX 32159 NEWARK NJ 07102 N/A 501(C)(3) TO BUILD A PROGRESSIVE NETWORK OF AAPI ORGANIZATIONS IN NEW JERSEY. 50000 ADVOCATES FOR CHILDREN OF NEW JERSEY 35 HALSEY STREET NEWARK NJ 07102 N/A 501(C)(3) TO ADVANCE STATE AND FEDERAL POLICIES THAT SUPPORT LOW-INCOME CHILDREN AND FAMILIES AND IMPROVE CHILDRENS QUALITY OF LIFE IN DISADVANTAGED COMMUNITIES. 75000 ADHIKAAR 71-7 WOODSIDE AVENUE WOODSIDE NY 11377 N/A 501(C)(3) TO ADVOCATE FOR AND IMPLEMENT A NEW JERSEY DOMESTIC WORKERS BILL OF RIGHTS. 20000 AMERICAN CIVIL LIBERTIES UNION OF NEW JERSEY PO BOX 32159 NEWARK NJ 07102 N/A 501(C)(3) TO DISMANTLE STRUCTURAL RACISM IN NEW JERSEY, THROUGH POLICY ADVOCACY, POLITICAL EDUCATION, ORGANIZING, AND COALITION BUILDING, AMONG OTHER STRATEGIES. 120000 AMERICAN CIVIL LIBERTIES UNION OF NEW JERSEY PO BOX 32159 NEWARK NJ 07102 N/A 501(C)(3) TO SUPPORT WORK TO REDUCE INCARCERATION AND ADVANCE VOTING RIGHTS AND REPRODUCTIVE HEALTH CARE IN NEW JERSEY. 100000 AMERICAN FRIENDS SERVICE COMMITTEE 89 MARKET STREET 6 NEWARK NJ 07102 N/A 501(C)(3) TO END IMMIGRANT DETENTION AND TO ADVOCATE FOR IMMIGRANT-INCLUSIVE POLICIES IN NEW JERSEY. 100000 ASSOCIATION OF NEW JERSEY ENVIRONMENTAL COMMISSIONS 300 MENDHAM ROAD MORRIS TOWNSHIP NJ 07960 N/A 501(C)(3) TO MOBILIZE ENVIRONMENTAL COMMISSIONS TO ADVANCE STATE AND LOCAL POLICIES THAT IMPROVE WATER QUALITY, AND COMBAT CLIMATE CHANGE. 50000 CASA FREEHOLD 4 JACKSON STREET FREEHOLD NJ 07728 N/A 501(C)(3) TO ADVOCATE FOR AND IMPLEMENT A NEW JERSEY DOMESTIC WORKERS BILL OF RIGHTS. 20000 CENTER FOR NON-PROFITS 3635 QUAKERBRIDGE RD 35 HAMILTON TOWNSHIP NJ 08619 N/A 501(C)(3) TO ADVOCATE ON BEHALF OF NJS NON-PROFIT SECTOR BY PROTECTING AGAINST FEDERAL POLICY THREATS, ADVANCING STATE POLICIES TO STRENGTHEN THE SECTOR, AND ADVANCING DIVERSITY, EQUITY, AND INCLUSION IN THE NON-PROFIT SECTOR. 25000 CONSERVATION & RACIAL EQUITY 318 READING AVE TRENTON NJ 08618 N/A 501(C)(3) TO HELP FUND GRANTEES DEVELOP A COLLECTIVE CONSERVATION POLICY AGENDA WITH A RACIAL EQUITY LENS. 3125 COMMUNITY FOOD BANK OF NJ 31 EVANS TERMINAL HILLSIDE NJ 07205 N/A 501(C)(3) FOR FEEDING NJ, A CONFERENCE TO PROMOTE PARTNER- AND NEIGHBOR-INFORMED FOOD POLICY DEVELOPMENT. 5000 EASTERN ENVIRONMENTAL LAW CENTER 50 PARK PLACE SUITE 1025 NEWARK NJ 07102 N/A 501(C)(3) TO PROVIDE HIGH-QUALITY LEGAL ASSISTANCE FOR NEW JERSEYS ENVIRONMENTAL SECTOR. 125000 EDUCATION LAW CENTER 50 PARK PLACE SUITE 1025 NEWARK NJ 07102 N/A 501(C)(3) TO ADVANCE WELL-FUNDED, EQUITABLE PUBLIC EDUCATION IN NEW JERSEY 100000 ENVIRONMENT NEW JERSEY RESEARCH AND POLICY CENTER 104 BAYARD ST 6TH FL NEW BRUNSWICK NJ 08901 N/A 501(C)(3) TO ADVANCE CLIMATE AND CLEAN ENERGY POLICIES THROUGH CO-LEADERSHIP OF THE JERSEY RENEWS COALITION. 75000 FAIR SHARE HOUSING CENTER 510 PARK BOULEVARD CHERRY HILL NJ 08002 N/A 501(C)(3) TO CHALLENGE EXCLUSIONARY LAND-USE POLICIES THAT PERPETUATE RACIAL AND ECONOMIC SEGREGATION. 100000 UNITED BLACK AGENDA FAIR SHARE HOUSING CENTER 510 PARK BOULEVARD CHERRY HILL NJ 08002 N/A 501(C)(3) TO DISMANTLE STRUCTURAL RACISM IN NEW JERSEY, THROUGH POLICY ADVOCACY, POLITICAL EDUCATION, ORGANIZING, AND COALITION BUILDING, AMONG OTHER STRATEGIES. 240000 FAITH IN NEW JERSEY PO BOX 1317 CAMDEN NJ 08105 N/A 501(C)(3) TO ADVANCE RACIAL, SOCIAL, AND IMMIGRANT JUSTICE WHILE CONTINUING TO DEVELOP COMMUNITY LEADERS WITH THE GOAL OF LIBERATION. 65000 FAITH IN NEW JERSEY PO BOX 1317 CAMDEN NJ 08105 N/A 501(C)(3) TO DISMANTLE STRUCTURAL RACISM IN NEW JERSEY, THROUGH POLICY ADVOCACY, POLITICAL EDUCATION, ORGANIZING, AND COALITION BUILDING, AMONG OTHER STRATEGIES. 250000 GREEN AND HEALTHY HOMES INITIATIVE 2714 HUDSON STREET BALTIMORE MD 21224 N/A 501(C)(3) TO ELIMINATE CHILDHOOD LEAD POISONING IN NEW JERSEY THROUGH CO-CONVENING THE LEAD-FREE NEW JERSEY COLLABORATIVE 75000 HOUSING AND COMMUNITY DEVELOPMENT NETWORK OF NEW JERSEY 145 WEST HANOVER STREET TRENTON NJ 08618 N/A 501(C)(3) TO ADVANCE POLICIES THAT EXPAND AFFORDABLE HOUSING AND NEIGHBORHOOD REVITALIZATION. 125000 HYACINTH AIDS FOUNDATION 317 GEORGE ST SUITE 203 NEW BRUNSWICK NJ 08901 N/A 501(C)(3) TO ADVANCE POLICY GOALS OUTLINED IN THE NEW JERSEY ENDS THE HIV EPIDEMIC BY 2025 PLAN, INCLUDING HEALTHCARE ACCESS FOR INDIVIDUALS LIVING WITH HIV, HOUSING ACCESSIBILITY, AND INCREASED FUNDING FOR HARM REDUCTION SERVICES. 40000 IRONBOUND COMMUNITY CORPORATION 317 ELM STREET NEWARK NJ 07105 N/A 501(C)(3) TO ADVANCE POLICY PRIORITIES THAT CENTER OVERBURDEN COMMUNITIES AND REDUCE THE CUMULATIVE IMPACT OF POLLUTION IN THE CITY OF NEWARK AND ACROSS NEW JERSEY. 75000 LATINO ACTION NETWORK FOUNDATION 13 BIRCH DR FREEHOLD NJ 07728 N/A 501(C)(3) TO ADVANCE THE RIGHTS, INTERESTS, AND INFLUENCE OF NEW JERSEYS LATINO RESIDENTS THROUGH GRASSROOTS ORGANIZING AND POLICY ADVOCACY 100000 LATINO ACTION NETWORK FOUNDATION 13 BIRCH DR FREEHOLD NJ 07728 N/A 501(C)(3) TO DISMANTLE STRUCTURAL RACISM IN NEW JERSEY, THROUGH POLICY ADVOCACY, POLITICAL EDUCATION, ORGANIZING, AND COALITION BUILDING, AMONG OTHER STRATEGIES. 250000 LEAGUE OF WOMEN VOTERS OF NEW JERSEY EDUCATION FUND 204 WEST STATE ST TRENTON NJ 08608 N/A 501(C)(3) TO ADVANCE VOTING RIGHTS AND TO PROTECT DEMOCRACY IN NEW JERSEY. 100000 MAKE THE ROAD NEW JERSEY MAKE THE ROAD STATES 301 GROVE STREET BROOKLYN NY 11237 N/A 501(C)(3) TO DISMANTLE STRUCTURAL RACISM IN NEW JERSEY, THROUGH POLICY ADVOCACY, POLITICAL EDUCATION, ORGANIZING, AND COALITION BUILDING, AMONG OTHER STRATEGIES. 230000 NATIONAL DOMESTIC WORKERS ALLIANCE 45 BROADWAY SUITE 320 NEW YORK NY 10006 N/A 501(C)(3) TO ADVOCATE FOR AND IMPLEMENT A NEW JERSEY DOMESTIC WORKERS BILL OF RIGHTS. 20000 NEW JERSEY ALLIANCE FOR IMMIGRANT JUSTICE NEO PHILANTHROPY 45 WEST 36TH ST 6TH FLOOR NEW YORK NY 10018 N/A 501(C)(3) TO SUPPORT STRATEGIC PLANNING AND DIVERSIFY FUNDING TO ENSURE SUSTAINABILITY OF THE COALITION. 125000 NEW JERSEY ALLIANCE FOR IMMIGRANT JUSTICE NEO PHILANTHROPY 45 WEST 36TH ST 6TH FLOOR NEW YORK NY 10018 N/A 501(C)(3) TO DISMANTLE STRUCTURAL RACISM IN NEW JERSEY, THROUGH POLICY ADVOCACY, POLITICAL EDUCATION, ORGANIZING, AND COALITION BUILDING, AMONG OTHER STRATEGIES. 240000 NEW JERSEY ALLIANCE FOR IMMIGRANT JUSTICE NEO PHILANTHROPY 45 WEST 36TH ST 6TH FLOOR NEW YORK NY 10018 N/A 501(C)(3) FOR STRATEGIC PLANNING AND DIVERSIFYING FUNDING. 25000 NEW JERSEY CITIZEN ACTION EDUCATION FUND 625 BROAD ST SUITE 270 NEWARK NJ 07102 N/A 501(C)(3) TO ADVANCE PUBLIC POLICY SOLUTIONS TO PROMOTE ECONOMIC SECURITY, QUALITY AND AFFORDABLE HEALTH CARE, AND CONSUMER PROTECTIONS FOR ALL NEW JERSEYANS. 100000 NEW JERSEY CONSERVATION FOUNDATION 170 LONGVIEW ROAD FAR HILLS NJ 07931 N/A 501(C)(3) TO ADVANCE POLICIES THAT MITIGATE CLIMATE CHANGE THROUGH NATURAL RESOURCE CONSERVATION PRINCIPLES. 50000 NEW LABOR 55 PATERSON STREET SECOND FLOOR NEW BRUNSWICK NJ 08901 N/A 501(C)(3) TO ADVOCATE FOR AND IMPLEMENT A NEW JERSEY DOMESTIC WORKERS BILL OF RIGHTS. 20000 NJ COALITION DIVERSE & INCLUSIVE SCHOOLS C/O GARY STEIN PASHMAN STEIN COURT PLAZA SOUTH 21 MAIN STREET SUITE 20 HACKENSACK NJ 07601 N/A 501(C)(3) TO ADDRESS SEGREGATION IN NEW JERSEYS PUBLIC SCHOOLS AND TO DEVELOP REMEDIES THAT FOSTER INTEGRATED AND INCLUSIVE SCHOOLS. 25000 NJ ENVIRONMENTAL JUSTICE ALLIANCE 45 ACADEMY STREET SUITE 205 NEWARK NJ 07102 N/A 501(C)(3) TO ADVANCE ENVIRONMENTAL JUSTICE POLICY WORK AT THE STATE, REGIONAL, AND LOCAL LEVELS WHILE WORKING TO BUILD ITS OWN ORGANIZATIONAL CAPACITY. 75000 NJ ENVIRONMENTAL JUSTICE ALLIANCE 45 ACADEMY STREET SUITE 205 NEWARK NJ 07102 N/A 501(C)(3) TO DISMANTLE STRUCTURAL RACISM IN NEW JERSEY, THROUGH POLICY ADVOCACY, POLITICAL EDUCATION, ORGANIZING, AND COALITION BUILDING, AMONG OTHER STRATEGIES. 240000 NEW JERSEY FUTURE 16 WEST LAFAYETTE STREEET TRENTON NJ 08608 N/A 501(C)(3) TO ELIMINATE CHILDHOOD LEAD POISONING IN NEW JERSEY THROUGH CO-CONVENING AND PROVIDING BACKBONE STAFF SUPPORT TO THE LEAD-FREE NEW JERSEY COLLABORATIVE 75000 NEW JERSEY HIGHLANDS COALITION 508 MAIN STREET BOONTON NJ 07005 N/A 501(C)(3) TO PROTECT AND DEFEND THE HIGHLANDS ACT AND THE REGIONAL MASTER PLAN, AS WELL AS ADVOCATE FOR FOREST STEWARDSHIP. 50000 NEW JERSEY INSTITUTE FOR SOCIAL JUSTICE 60 PARK PL SUITE 511 NEWARK NJ 07102 N/A 501(C)(3) TO ADVANCE RACIAL AND ECONOMIC JUSTICE, REPARATIONS, AND VOTING RIGHTS. 100000 NEW JERSEY INSTITUTE FOR SOCIAL JUSTICE 61 PARK PL SUITE 511 NEWARK NJ 07102 N/A 501(C)(3) TO DISMANTLE STRUCTURAL RACISM IN NEW JERSEY, THROUGH POLICY ADVOCACY, POLITICAL EDUCATION, ORGANIZING, AND COALITION BUILDING, AMONG OTHER STRATEGIES. 130000 NEW JERSEY POLICY PERSPECTIVE PO BOX 22766 TRENTON NJ 086070766 N/A 501(C)(3) TO ADVANCE PUBLIC POLICIES THAT CENTER COMMUNITIES OF COLOR AND TO ADVOCATE FOR A MORE EQUITABLE NEW JERSEY. 125000 NEW JERSEY POLICY PERSPECTIVE PO BOX 22766 TRENTON NJ 086070766 N/A 501(C)(3) TO DISMANTLE STRUCTURAL RACISM IN NEW JERSEY, THROUGH POLICY ADVOCACY, POLITICAL EDUCATION, ORGANIZING, AND COALITION BUILDING, AMONG OTHER STRATEGIES. 70000 NEW JERSEY POLICY PERSPECTIVE PO BOX 22766 TRENTON NJ 086070766 N/A 501(C)(3) TO DISMANTLE STRUCTURAL RACISM IN NEW JERSEY, THROUGH POLICY ADVOCACY, POLITICAL EDUCATION, ORGANIZING, AND COALITION BUILDING, AMONG OTHER STRATEGIES. 350000 NEW JERSEY PUBLIC RADIO 160 VARICK STREET NEW YORK NY 10013 N/A 501(C)(3) TO SUPPORT HIGH-QUALITY JOURNALISM FOCUSING ON CRITICAL ISSUES FACING NEW JERSEY. 50000 NEW JERSEY WORK ENVIRONMENT COUNCIL 172 WEST STATE STREET 2ND FLOOR TRENTON NJ 08608 N/A 501(C)(3) TO ADVANCE CLIMATE AND CLEAN ENERGY POLICIES THROUGH CO-LEADERSHIP OF THE JERSEY RENEWS COALITION. 75000 NEW YORKNEW JERSEY BAYKEEPER 1222 RT 36 SUITE 4 HAZLET NJ 07730 N/A 501(C)(3) TO PROTECT, PRESERVE, AND RESTORE THE HUDSON-RARITAN HARBOR ESTUARY. 75000 PATERSON ALLIANCE 100 HAMILTON PLAZA SUITE 1221 - BOX 8 PATERSON NJ 07505 N/A 501(C)(3) TO ELIMINATE CHILDHOOD LEAD POISONING IN NEW JERSEY VIA THE LEAD-FREE NEW JERSEY COLLABORATIVE; CENTERING THE PERSPECTIVES OF THOSE MOST IMPACTED BY LEAD HAZARDS 30000 PINELANDS PRESERVATION ALLIANCE 17 PEMBERTON ROAD SOUTHAMPTON NJ 08088 N/A 501(C)(3) TO ADVANCE AND ENFORCE POLICIES THAT PROTECT THE NATURAL RESOURCES OF THE PINELANDS REGION. 50000 RAMAPO MUNSEE LENAPE NATION 189 STAG HILL RD MAHWAH NJ 07430 N/A 501(C)(3) TO DISMANTLE STRUCTURAL RACISM IN NEW JERSEY, THROUGH POLICY ADVOCACY, POLITICAL EDUCATION, ORGANIZING, AND COALITION BUILDING, AMONG OTHER STRATEGIES. 100000 RUTGERS UNIVERSITY FOUNDATION EAGLETON CPIP 191 RYDERS LANE NEW BRUNSWICK NJ 08901 N/A 501(C)(3) TO DEVELOP A POLL FOCUSED ON SOCIAL AND RACIAL JUSTICE ISSUES. 67755 SALVATION AND SOCIAL JUSTICE 34 PENNINGTON AVENUE TRENTON NJ 08618 N/A 501(C)(3) TO ADVANCE THE RIGHTS, INTERESTS, AND INFLUENCE OF NEW JERSEYS BLACK COMMUNITIES THROUGH GRASSROOTS ORGANIZING AND POLICY ADVOCACY 100000 SALVATION AND SOCIAL JUSTICE 34 PENNINGTON AVENUE TRENTON NJ 08618 N/A 501(C)(3) TO DISMANTLE STRUCTURAL RACISM IN NEW JERSEY, THROUGH POLICY ADVOCACY, POLITICAL EDUCATION, ORGANIZING, AND COALITION BUILDING, AMONG OTHER STRATEGIES. 150000 SHANNON MASON LLC ONE PALMER SQUARE EAST PRINCETON NJ 08542 N/A 501(C)(3) TO PROVIDE GENERAL PROGRAM SUPPORT 4688 UNIDAD LATINA EN ACCION NJ 112 WITHERSPOON ST PRINCETON NJ 08542 N/A 501(C)(3) TO ADVOCATE FOR AND IMPLEMENT A NEW JERSEY DOMESTIC WORKERS BILL OF RIGHTS. 20000 EAST TRENTON COLLABORATIVE URBAN PROMISE TRENTON 601 N CLINTON AVE TRENTON NJ 08638 N/A 501(C)(3) TO ELIMINATE CHILDHOOD LEAD POISONING IN NEW JERSEY VIA THE LEAD-FREE NEW JERSEY COLLABORATIVE; CENTERING THE PERSPECTIVES OF THOSE MOST IMPACTED BY LEAD HAZARDS 30000 WBGO 54 WAYNE SHORTER WAY NEWARK NJ 07102 N/A 501(C)(3) TO SUPPORT HIGH-QUALITY JOURNALISM FOCUSING ON CRITICAL ISSUES FACING NEW JERSEY. 25000 WHYY-FM 150 NORTH 6TH ST PHILADELPHIA PA 19106 N/A 501(C)(3) TO SUPPORT HIGH-QUALITY JOURNALISM FOCUSING ON CRITICAL ISSUES FACING NEW JERSEY. 50000 WIND OF THE SPIRIT 2 GREEN VILLAGE RD OFFICE 202 MADISON NJ 07940 N/A 501(C)(3) TO DISMANTLE STRUCTURAL RACISM IN NEW JERSEY, THROUGH POLICY ADVOCACY, POLITICAL EDUCATION, ORGANIZING, AND COALITION BUILDING, AMONG OTHER STRATEGIES. 208500 WIND OF THE SPIRIT 2 GREEN VILLAGE RD OFFICE 202 MADISON NJ 07940 N/A 501(C)(3) TO ADVOCATE FOR AND IMPLEMENT A NEW JERSEY DOMESTIC WORKERS BILL OF RIGHTS. 20000 WIND OF THE SPIRIT 2 GREEN VILLAGE RD OFFICE 202 MADISON NJ 07940 N/A 501(C)(3) TO EDUCATE, ORGANIZE, AND MOBILIZE IMMIGRANT COMMUNITIES TO ADVANCE FAIR AND HUMANE IMMIGRANT POLICIES. 65000 NJ SPOTLIGHT WNET 825 8TH AVENUE 14TH FLOOR NEW YORK NY 10019 N/A 501(C)(3) TO SUPPORT HIGH-QUALITY JOURNALISM THAT FOCUSES ON CRITICAL POLICY, CIVIC, AND SOCIAL JUSTICE ISSUES AFFECTING NEW JERSEY AND LOCAL COMMUNITIES. 125000 5584068 NJ CONVERSATION FOUNDATION 170 LONGVIEW ROAD FAR HILLS NJ 07931 N/A 501(C)(3) TO ADVANCE POLICIES THAT MITIGATE CLIMATE CHANGE THROUGH NATURAL RESOURCE CONSERVATION PRINCIPLES. 25000 ASSOCATION OF NJ ENVIRONMENTAL COMMISSIONS 300 MENDHAM ROAD MORRIS TOWNSHIP NJ 07960 N/A 501(C)(3) TO MOBILIZE ENVIRONMENTAL COMMISSIONS TO ADVANCE STATE AND LOCAL POLICIES THAT IMPROVE WATER QUALITY, AND COMBAT CLIMATE CHANGE. 25000 NJ HIGHLANDS COALITION 508 MAIN STREET BOONTON NJ 07005 N/A 501(C)(3) TO PROTECT AND DEFEND THE HIGHLANDS ACT AND THE REGIONAL MASTER PLAN, AS WELL AS ADVOCATE FOR FOREST STEWARDSHIP. 50000 IRONBOUND COMMUNITY CORPORATION 317 ELM STREET NEWARK NJ 07105 N/A 501(C)(3) TO ADVANCE POLICY PRIORITIES THAT CENTER OVERBURDEN COMMUNITIES AND REDUCE THE CUMULATIVE IMPACT OF POLLUTION IN THE CITY OF NEWARK AND ACROSS NEW JERSEY. 150000 NJ ENVIRONMENTAL JUSTICE ALLIANCE 45 ACADEMY STREET SUITE 205 NEWARK NJ 07102 N/A 501(C)(3) TO ADVANCE ENVIRONMENTAL JUSTICE POLICY WORK AT THE STATE, REGIONAL, AND LOCAL LEVELS WHILE WORKING TO BUILD ITS OWN ORGANIZATIONAL CAPACITY. 150000 NJ COALITION DIVERSE & INCLUSIVE SCHOOLS C/O GARY STEIN PASHMAN STEIN COURT PLAZA SOUTH 21 MAIN STREET SUITE 20 HACKENSACK NJ 07601 N/A 501(C)(3) TO ADDRESS SEGREGATION IN NEW JERSEYS PUBLIC SCHOOLS AND TO DEVELOP REMEDIES THAT FOSTER INTEGRATED AND INCLUSIVE SCHOOLS. 25000 FAITH IN NJ PO BOX 1317 CAMDEN NJ 08105 N/A 501(C)(3) TO ADVANCE RACIAL, SOCIAL, AND IMMIGRANT JUSTICE WHILE CONTINUING TO DEVELOP COMMUNITY LEADERS WITH THE GOAL OF LIBERATION. 30000 AAPI MONTCLAIR PO BOX 32159 NEWARK NJ 07102 N/A 501(C)(3) TO BUILD A PROGRESSIVE NETWORK OF AAPI ORGANIZATIONS IN NEW JERSEY. 100000 555000 14 552618 14 315372 18 1192599 RETURN OF PRIOR YEAR GRANTS 65801 UNRELATED BUSINESS INCOME PASSED THROUGH FROM INVESTMENTS IN LP 900003 -11916 -11916 2126390 0 2114474 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 33000 23100 9450 AUDIT AND TAX PREPARATION 26820 18774 8046 COMPUTER AND TELECOM EQUIPMENT 2019-12-31 26332 19774 SL 3.000000000000 2249 0 OFFICE FURNISHINGS 2011-12-31 27442 27442 SL 3.000000000000 0 0 PAGE 9, PART XIII - UNDISTRIBUTED INCOME - LINE 4(C)THE FUND HEREBY ELECTS TO TREAT $1,610,000 AS A DISTRIBUTION OUT OF CORPUS TO SATISFY THE REQUIREMENTS IMPOSED BY SECTION 4942(H)(2). AN ELECTION IS HEREBY MADE PURSUANT TO REG. 53.4942(A)-3(D)(2) TO TREAT $1,610,000 AS A DISTRIBUTION OUT OF CORPUS. SCHWAB - BRECKENRIDGE # 2513 - CORPORATE BONDS 2198391 2198391 SCHWAB - COHO # 9986 - MANAGED EQUITIES 4547922 4547922 SCHWAB - POLEN # 2262 - MANAGED EQUITIES 3512743 3512743 SCHWAB - JENSEN # 5322 - MANAGED EQUITIES 4921897 4921897 BOSTON WALDEN # 9939 - MANAGED EQUITIES 4464765 4464765 3223852 3223852 321747 321747 SEG PARTNERS OFFSHORE FUND, LTD FMV 6282053 6282053 THE WEATHERFLOW OFFSHORE FUND I, LTD FMV 2734628 2734628 RBC GLOBAL FFF STOCK FUND FMV 6770402 6770402 IMPAX GLOBAL OPPORTUNITIES FUND, LP FMV 7296694 7296694 MERCER PRIVATE INVESTMENT PARTNERS VI, LP FMV 675081 675081 CHARLES SCHWAB - ACCESS FMV 8295783 8295783 VANGUARD - MONEY MARKET FUND FMV 1337771 1337771 COMPUTER AND TELECOM EQUIPMENT 26332 22023 4309 OFFICE FURNISHINGS 27442 27442 0 LEGAL 5060 0 5060 SECURITY DEPOSIT 10913 10913 10913 INTEREST AND DIVIDENDS RECEIVABLE 34701 43769 43769 OPERATING LEASE RIGHT-OF-USE ASSET 171909 103686 103686 DEFERRED EXCISE TAX 66681 OFFICE EXPENSES 25147 0 25041 INSURANCE 7187 0 7569 TELEPHONE 7580 0 7543 POSTAGE 469 0 583 WEBSITE DESIGN 1157 0 856 DUES AND MEMBERSHIPS 21743 0 19160 OTHER PROGRAM SUPPORT 13000 0 13000 OTHER INCOME (LOSS) PASSED THROUGH FROM INVESTMENTS IN LIMITED PARTNERSHIPS 315372 315372 315372 RETURN OF PRIOR YEAR GRANTS 65801 65801 UNRELATED BUSINESS INCOME PASSED THROUGH FROM INVESTMENTS IN LP -11916 -11916 UNREALIZED GAIN IN MARKET VALUE OF INVESTMENTS 4797217 DEFERRED FEDERAL EXCISE TAX 101241 167922 OPERATING LEASE LIABILITY 173802 105913 INVESTMENT MANAGEMENT FEES 126209 126209 0 INVESTMENT ADVISORY FEES 88582 88582 0 PROGRAM CONSULTING 96660 0 96660 FEDERAL EXCISE TAXES 26956 0 0