PRUDENTIAL FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PRUDENTIAL FOUNDATION INC (EIN 22-2175290)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-23
IRS object ID
202311749349100416
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-06-23T12:36:09-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132781641PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MITCHELL & TITUS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line180 PINE STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10005ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222175290EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PRUDENTIAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPRUDBusinessNameControlTxt
Phone9733674565PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1751 BROAD STREET 3RD FLOORAddressLine1Txt
CityNEWARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS LAURITAPersonNm
Person TitleCONTROLLERPersonTitleTxt
Phone9738027313PhoneNum
Signature2023-06-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMASPersonFirstNm
Person LastLAURITAPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFREDERICK E DAVIS JRPreparerPersonNm
PTINP00446023PTIN
Phone2127094500PhoneNum
Preparation2023-06-23PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$81,677,052FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,211,092DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,427,181DividendsNetInvstIncmAmt
Gross Rents Net Invst Incm$49,410GrossRentsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,909,672NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$30,789,652GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$345,232OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$230,784OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$646,652TotalRevAndExpnssAmt
Total Net Invst Incm$2,707,375TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$58,360AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$58,360AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$217,647OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$213,444OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$222,926OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$31,686TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Net Invst Incm$974,413OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$307,693TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,187,857TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$281,286TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,382,993ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,167,465ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,690,686TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,187,857TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$45,448,751TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$28,044,034ExcessRevenueOverExpensesAmt
Net Investment Income$1,519,518NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$12,778CashEOYAmt
Cash EOYFMV$12,778CashEOYFMVAmt
Sav And Temp Cash Invst BOY$27,023,830SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,442,615SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,442,615SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,423,459CorporateStockBOYAmt
Corporate Stock EOY$1,465,355CorporateStockEOYAmt
Corporate Stock EOYFMV$1,465,355CorporateStockEOYFMVAmt
Corporate Bonds BOY$83,332,925CorporateBondsBOYAmt
Corporate Bonds EOY$45,790,100CorporateBondsEOYAmt
Corporate Bonds EOYFMV$45,790,100CorporateBondsEOYFMVAmt
Other Assets BOY$22,871,410OtherAssetsBOYAmt
Other Assets EOY$21,966,204OtherAssetsEOYAmt
Other Assets EOYFMV$21,966,204OtherAssetsEOYFMVAmt
Total Assets BOY$137,651,624TotalAssetsBOYAmt
Total Assets EOY$81,677,052TotalAssetsEOYAmt
Total Assets EOYFMV$81,677,052TotalAssetsEOYFMVAmt
Accounts Payable BOY$125,313AccountsPayableBOYAmt
Accounts Payable EOY$92,902AccountsPayableEOYAmt
Grants Payable BOY$33,056,296GrantsPayableBOYAmt
Grants Payable EOY$16,197,486GrantsPayableEOYAmt
Other Liabilities BOY$19,119OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$33,200,728TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,290,388TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$100,982,896NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$62,972,664NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$3,468,000DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$2,414,000DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$104,450,896TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$65,386,664TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$137,651,624TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$81,677,052TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$104,450,896TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$28,044,034ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$76,406,862SubtotalAmt
Other Decreases$11,020,198OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$65,386,664TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
COMMON STOCKS$1,501,691$1,490,955$10,736$10,736
PGIM CORE BOND FUND$12,497,639$14,438,069-$1,940,430-$1,940,430
PGIM CORE PLUS BOND FUND$14,665,002$16,770,300-$2,105,298-$2,105,298
CAPITAL GAINS/(LOSSES) FROM PARTNERSHIPS$2,125,320$934,344$1,190,976$1,190,976P
$0$0P
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,844,016CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,121InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$21,121SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$21,121TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$86,250EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$70,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$156,250TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$135,129OverpaymentAmt
Applied To ES Tax$135,129AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHANE HARRISIndividualWithBooksNm
Phone9738027313PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1751 BROAD STREET 15TH FLOORAddressLine1Txt
CityNEWARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07102ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHANE T HARRIS
PRUDENTIAL PLAZANEWARKNJ07102PRESIDENT32.00$0$0$0
NANDINI MONGIA
PRUDENTIAL PLAZANEWARKNJ07102TREASURER0.27$0$0$0
SARAH S KEH
PRUDENTIAL PLAZANEWARKNJ07102SECRETARY32.00$0$0$0
CHARLES LOWREY
PRUDENTIAL PLAZANEWARKNJ07102TRUSTEE0.17$0$0$0
LUCIEN ALZIARI
PRUDENTIAL PLAZANEWARKNJ07102TRUSTEE0.17$0$0$0
GILBERT F CASELLAS
PRUDENTIAL PLAZANEWARKNJ07102TRUSTEE0.17$0$0$0
CAROLINE FEENEY
PRUDENTIAL PLAZANEWARKNJ07102TRUSTEE0.17$0$0$0
SANDRA PIANALTO
PRUDENTIAL PLAZANEWARKNJ07102TRUSTEE0.17$0$0$0
PETER LIGHTE
PRUDENTIAL PLAZANEWARKNJ07102TRUSTEE0.17$0$0$0
LATA REDDY
PRUDENTIAL PLAZANEWARKNJ07102TRUSTEE & CHAIRMAN8.00$0$0$0
TIMOTHY SCHMIDT
PRUDENTIAL PLAZANEWARKNJ07102TRUSTEE0.17$0$0$0
JOSEPH MCCARTHY
PRUDENTIAL PLAZANEWARKNJ07102ASSISTANT TREASURER0.00$0$0$0
THOMAS LAURITA
PRUDENTIAL PLAZANEWARKNJ07102CONTROLLER0.38$0$0$0
JASON HEATH
PRUDENTIAL PLAZANEWARKNJ07102INVESTMENT OFFICER SINCE JUNE 20228.00$0$0$0
PAUL CURCIO
PRUDENTIAL PLAZANEWARKNJ07102INVESTMENT OFFICER UNTIL JUNE 20228.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
PRUDENTIAL TRUST COMPANY
30 SCRANTON OFFICE PARKSCRANTONPA18507INVESTMENT MANAGEMENT$223,641
AMERICAN ONLINE GIVING FOUNDATION INC
2454 N MCMULLEN BOOTH RD STE 431CLEARWATERFL33759PROF. SERVICES - CONSULTANT$222,926
MITCHELL & TITUS
80 PINE STREET SUITE 3220NEW YORKNY10005AUDITING AND TAX SERVICES$58,360
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NEW JERSEY PERFORMING ARTS CENTER (NJPAC): NJPAC IS A WORLD-CLASS AND COMMUNITY-BASED CULTURAL VENUE IN NEWARK, SHOWCASING THE BEST NATIONAL AND INTERNATIONAL ARTISTS, AS WELL AS TOP PERFORMERS FROM THE STATE OF NEW JERSEY. NJPAC HAS GARNERED NATIONAL ATTENTION FOR ITS PROGRAMMING, AUDIENCE DIVERSITY, EDUCATION INITIATIVES, AND THE CATALYTIC ROLE IT HAS PLAYED IN RETURNING NIGHTLIFE AND ECONOMIC ACTIVITY TO NEW JERSEY'S LARGEST URBAN COMMUNITY. APPROXIMATELY 34% OF ALL NJPAC TICKET BUYERS REPRESENT AFRICAN AMERICAN, HISPANIC/LATINO AND ASIAN-AMERICAN COMMUNITIES, AND A VARIETY OF IMMIGRANT POPULATIONS. THE NJPAC STAFF IS RECOGNIZED IN THE INDUSTRY AS THE MOST DIVERSE IN THE NATION.Description1Txt
Expenses1$621,464Expenses1Amt
Description2IMPACT AMERICA FUND: IMPACT AMERICA AIMS TO INVEST IN THE BIG DATA, EDUCATION, AND HEALTH & WELL-BEING SECTORS, WITH A PREFERENCE FOR MINORITY-OWNED AND WOMAN-OWNED BUSINESSES.Description2Txt
Expenses2$80,500Expenses2Amt
Total$701,964TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$70,705,624AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,866,834AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$89,572,458TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$89,572,458AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,343,587CashDeemedCharitableAmt
Net Vl Noncharitable Assets$88,228,871NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,411,444MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,411,444MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,121TaxBasedOnInvestmentIncomeAmt
Total Tax$21,121TotalTaxAmt
Distributable Before Adj$4,390,323DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,390,323DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,390,323DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,448,751ExpensesAndContributionsAmt
Program Related Invst Total$701,964ProgramRelatedInvstTotalAmt
Qualifying Distributions$46,150,715QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,390,323DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$46,922,211ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$44,951,264ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$43,157,442ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$43,928,436ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$49,194,693ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$228,154,046TotalExcessDistributionCyovAmt
Qualifying Distributions$46,150,715QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,390,323AppliedToCurrentYearAmt
Remaining Distri From Corpus$41,760,392RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$269,914,438TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$46,922,211ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$222,992,227ExcessDistriCyovToNextYrAmt
Excess From Year4$44,951,264ExcessFromYear4Amt
Excess From Year3$43,157,442ExcessFromYear3Amt
Excess From Year2$43,928,436ExcessFromYear2Amt
Excess From Year1$49,194,693ExcessFromYear1Amt
Excess From Current Year$41,760,392ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (150 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACHIEVE HARTFORD INC
1429 PARK STSUITE 114HARTFORDCT06106PCSUMMER TRANSITION & COLLEGE PERSISTENCE PROGRAMS & SECTOR ALIGNMENT$150,000
ADVOCATES FOR CHILDREN OF NEW JERSEY
35 HALSEY STNEWARKNJ07102PCNEWARK KIDS COUNT 2023 AND YOUTH ENGAGEMENT$75,000
ALVIN AILEY DANCE FOUNDATION INC
THE JOAN WEILL CENTER FOR DANCE405NEW YORKNY10019PCAILEY'S EDUCATION PROGRAMS IN NEWARK$200,000W 55TH STREET
AMERICAN NATIONAL RED CROSS
431 18TH ST NWWASHINGTONDC20006PCDISASTER RESPONDER PARTNERSHIP$250,000
AMERICAN NATIONAL RED CROSS
431 18TH ST NWWASHINGTONDC20006PCDISASTER RELIEF IN RESPONSE TO HURRICANE IAN$200,000
AMERICAN NATIONAL RED CROSS ITS CONSTITUENT CHAPTERS AND BRANCHES
209 FAIRFIELD ROADFAIRFIELDNJ07004PCMATCHING GIFTS IN SUPPORT RELIEF AND RECOVERY EFFORTS IN FLORIDA$520
AMERICAN ONLINE GIVING FOUNDATION INC
40 EAST MAIN STREET SUITE 887NEWARKDE19711PCBENEVITY INVOICE MATCHING GIFTS PROGRAM (DECEMBER 2021- NOVEMBER 2022)$4,697,334
AMERICAN ONLINE GIVING FOUNDATION INC
40 EAST MAIN STREET SUITE 887NEWARKDE19711PCBENEVITY INVOICE PRUCARES VOLUNTEER INCENTIVE PROGRAM (DECEMBER 2021- NOVEMBER 2022)$117,351
ASSET FUNDERS NETWORK
2045 W GRAND AVE STE BCHICAGOIL60612PC2022 SUPPORT FOR ASSET FUNDERS NETWORK$140,000
ATLANTA WEALTH BUILDING INITIATIVE
504 FAIR STREET SWATLANTAGA30313PCADVANCING ENTERPRISE PROSPERITY: 1,000 BLACK BUSINESSES IN 1,000 DAYS$720,000
B LAB COMPANY
PO BOX 37635 PMB 28400PHILADELPHIAPA19101PCLAUNCHING A NEW GENERATION OF PERFORMANCE REQUIREMENTS FOR B CORP CERTIFICATION AND INCREASING EQUITABLE ACCESS TO THE B CORP COMMUNITY$350,000
BOYS AND GIRLS CLUBS OF NEWARK INC
1 AVON AVENEWARKNJ07108PCFOUNDATIONS OF TRANSFORMATION, YEAR 4 OR 7$200,000
BRAVEN INCORPORATED
100 N LASALLE STREET SUITE 310CHICAGOIL60602PCBRAVEN: ACCELERATING ECONOMIC MOBILITY FOR COLLEGE STUDENTS IN PARTNERSHIP WITH RUTGERS UNIVERSITY-NEWARK$250,000
BRAZIL FOUNDATION
216 EAST 45TH STREET SUITE 1106NEW YORKNY10017PCSUPPORT THE YOUTH EMPLOYMENT ORGANIZATIONS IN RIO DE JANEIRO, BRAZIL$304,000
BUILD COMMONWEALTH INC
22 BATTERYMARCH STBOSTONMA02109PCUNDERSTANDING WHAT UNDERSERVED INVESTORS NEED FOR SUCCESS$200,000
CANDID
32 OLD SLIP 24TH FLOORNEW YORKNY10005PCPARTNERSHIP DUES - IN SUPPORT OF THE GUIDESTAR NONPROFIT PROFILES$10,000
CASA FOR CHILDREN OF ESSEX COUNTY INC
212 WASHINGTON STREET - ROOM 912NEWARKNJ07102PCDECODING THE MYTHS OF THE FOSTER CARE SYSTEM: EXPLORING THE PAST TO UNDERSTAND THE PRESENT$50,000
CAUSE EFFECTIVE INC
209 W 29TH STREET 242NEW YORKNY10001PCREBRANDING NEWARK AS A FUNDRAISING ASSET$65,000
CENTER FOR LAND REFORM INC
111 E COURT STREET SUITE 2C-1FLINTMI48502PCRELATIONSHIP CULTIVATION & LOCAL LEARNING IN NEWARK NJ$40,000
CENTER FOR RESPONSIBLE LENDING
302 W MAIN STREETDURHAMNC27701PCTHE STUDENT DEBT CRISIS & ITS DISPARATE IMPACTS ON HBCU BORROWERS$200,000
CHALKBEAT INC
1239 BROADWAY STE 703BNEW YORKNY10001PCCHALKBEAT NEWARK REPORTING ON NPS$40,000
CHANGE MACHINE
254 36TH STREET SUITE B321BROOKLYNNY11232PCCHANGE MACHINE: CAPACITY BUILDING AND PLATFORM SUSTAINABILITY$500,000
CHIEF EXECUTIVES FOR CORPORATE PURPOSE INC
447 BROADWAY 2ND FL 547NEW YORKNY10013PCCECP ESSENTIAL SERVICESJANUARY 2023 - DECEMBER 2023$15,000
CLINTON HILL COMMUNITY ACTION
625 BROAD ST STE 240NEWARKNJ07102PCPHASE II - HOUSING STRATEGY CAPACITY BUILDING$150,000
COMMUNITY FOOD BANK OF NEW JERSEY INC
31 EVANS TERMINALHILLSIDENJ072052400PCWORKFORCE DEVELOPMENT PROGRAMS$100,000
COMMUNITY FOUNDATION OF NEW JERSEY
35 KNOX HILL ROADMORRISTOWNNJ07963PCCAPACITY BUILDING$500,000
COMMUNITY FOUNDATION OF NEW JERSEY
35 KNOX HILL ROADMORRISTOWNNJ07963PCCARE OF THE PARK ENDOWMENT FUND BRANCH BROOK PARK$200,000
COMMUNITY FOUNDATION OF NEW JERSEY
35 KNOX HILL ROADMORRISTOWNNJ07963PCCOMMUNITY GRANTS PROGRAM$500,000
COMMUNITY FOUNDATION OF NEW JERSEY
35 KNOX HILL ROADMORRISTOWNNJ07963PCNEWARK COMMUNITY IMPACT FUND$20,000
COMMUNITY FOUNDATION OF NEW JERSEY
35 KNOX HILL ROADMORRISTOWNNJ07963PCNEWARK ECONOMIC DRIVERS FUND: SMALL BUSINESS CREDIT ACCESS TOOL$40,000
COMMUNITY FOUNDATION OF NEW JERSEY
35 KNOX HILL ROADMORRISTOWNNJ07963PCNEWARK PUBLIC LIBRARY CAPACITY SUPPORT$100,000
COMMUNITY FOUNDATION OF NEW JERSEY
35 KNOX HILL ROADMORRISTOWNNJ07963PCNEWARK SUMMER YOUTH EMPLOYMENT PROGRAM (SYEP)$125,000
COMMUNITY FOUNDATION OF NEW JERSEY
35 KNOX HILL ROADMORRISTOWNNJ07963PCSPARK A CELEBRATION - NEWARK SYMPHONY HALL'S 100TH ANNIVERSARY CAMPAIGN$500,000
CONCORDANCE
6 CITYPLACE DRIVE SUITE 522SAINT LOUISMO63141PCFIRST CHANCE CAMPAIGN$200,000
COORDINATED ASSISTANCE NETWORK
2519 N MCMULLEN BOOTH RD 510CLEARWATERFL33761PCCAN CHANGE COORDINATED INCLUSION$250,000
COUNCIL OF NEW JERSEY GRANTMAKERS INC
1977 N OLDEN AVE SUITE 238EWINGNJ08618PC2023 SUPPORT FOR THE NEWARK PHILANTHROPIC LIAISON AND ANNUAL MEETING SPONSORSHIP$50,000
COUNCIL OF STATE GOVERNMENTS
1776 AVENUE OF THE STATESLEXINGTONKY40511PCREDUCING JUSTICE SYSTEM INVOLVEMENT FOR YOUTH AND YOUNG ADULTS IN NEWARK$125,000
DETROIT DEVELOPMENT FUND
3031 W GRAND BLVD STE 505DETROITMI48202PCENTREPRENEURS OF COLOR FUND PROJECT$450,000
DIDTECHNOLOGY INC
625 BROAD ST SUITE 245NEWARKNJ07102PCDOUBLING THE VALUATION OF 25% OF LATINA AND BLACK WOMEN-FOUNDED AND LED BUSINESSES$250,000
EARN INC
548 MARKET ST PMB 46387SAN FRANCISCOCA94104PCSAVERLIFE: BUILDING ECONOMIC MOBILITY FOR WORKING FAMILIES THROUGH COMMUNITY, INSIGHTS AND ADVOCACY, AND EMPLOYER PARTNERSHIPS$400,000
EDUCATION LAW CENTER INC
60 PARK PL STE 300NEWARKNJ07102PCNJ EDUCATION ADVOCACY$50,000
FORWARD EVER SUSTAINABLE BUSINESS ALLIANCE
8 E KINNEY STNEWARKNJ07102PCEEJ POLICY, PROGRAMS, AND PLACE$50,000
GI GO FUND INC
PO BOX 1777NEW BRUNSWICKNJ08903PCNEWARK VETERAN CENTER EQUALPRENEURSHIP INITIATIVE$100,000
GIVE2ASIA
2201 BROADWAY FL 4OAKLANDCA94612PCEDUCATIONAL SUPPORT MODEL 2021$150,000
GLOBAL IMPACT INVESTING NETWORK INC
1 BATTERY PARK PLAZA 2ND FLOORNEW YORKNY10004PCSCALING IMPACT INVESTING FOR AN INCLUSIVE, EQUITABLE AND SUSTAINABLE FUTURE$200,000
GRAMEEN AMERICA INC
82-11 37TH AVENUE SUITE 607JACKSON HTSNY11372PCWOMENS ECONOMIC EMPOWERMENT IN NEWARK$75,000
GREATER NEWARK ENTERPRISES CORPORATION
211 WARREN STREET SUITE 423NEWARKNJ07103PCORGANIZATIONAL CAPACITY BUILDING$630,000
GREENLIGHT FUND
50 MILK STREET 16TH FLBOSTONMA02109PCGREENLIGHT FUND GREATER NEWARK$50,000
HEDCO INC
207 MAIN ST FL 4HARTFORDCT06106PCSTRENGTHENING THE CAPACITY OF HEDCO, INC. TO SERVE A GREATER NUMBER OF CONNECTICUT SMALL BUSINESSES$75,000
INCLUSIV INC
39 BROADWAY SUITE 2140NEW YORKNY10006PCADVANCING FINANCIAL INCLUSION AND WELL-BEING THROUGH INCLUSIV TECHNOLOGY$100,000
INCLUSIV INC
39 BROADWAY SUITE 2140NEW YORKNY10006PCEXPANDING ACCESS TO IMPACT HOMEOWNERSHIP$500,000
INTERNATIONAL RESCUE COMMITTEE INC
122 E 42ND STNEW YORKNY10168PCUKRAINE CRISIS APPEAL$100,000
IRONBOUND COMMUNITY CORPORATION
315-317 ELM STREETNEWARKNJ07105PCIRONBOUND EQUITABLE DEVELOPMENT PROJECT$200,000
JOBS FOR THE FUTURE INC
50 MILK STBOSTONMA02109PCCAPACITY INVESTMENT TO ADVANCE GOOD JOBS FRAMEWORK & RACIAL ECONOMIC EQUITY$250,000
LA CASA DE DON PEDRO INC
75 PARK AVENUENEWARKNJ07104PCGENERAL OPERATING SUPPORT$200,000
LEADERSHIP NEW JERSEY INC
174 NASSAU STREET SUITE 2500PRINCETONNJ08542PCLEAD NEW JERSEY 2022 PROGRAM YEAR$50,000
LEADERSHIP NEWARK INC
494 BROAD STREET SUITE LL10NEWARKNJ07102PCPUBLIC POLICY ENRICHMENT & LEADERSHIP DEVELOPMENT FOR ADULTS AND YOUTH$75,000
LEADERSUP
P O BOX 862190LOS ANGELESCA900862190PCTHE FUTURE AT WORK: CAPACITY BUILDING & PLANNING GRANT$125,000
LIFT INC
999 NORTH CAPITOL ST NE SUITE 310WASHINGTONDC20002PCLIFTS VISION FOR SCALED IMPACT$500,000
LINCOLN PARK COAST CULTURAL DISTRICT INC
450 WASHINGTON STNEWARKNJ07102PCRE-IMAGING LINCOLN PARK - NEXT STEPS - CAPACITY BUILDING$100,000
LIVING CITIES INC THE NATIONAL COMMUNITY DEVELOPMENT INITIATIVE
1730 M ST NW STE 400WASHINGTONDC20036PCADVANCING RACIAL WEALTH EQUITY (GENERAL OPERATING SUPPORT)$125,000
LOCAL INITIATIVES SUPPORT CORPORATION
28 LIBERTY STREET 34TH FLOORNEW YORKNY10005PCHOUSING DEVELOPMENT TRAINING INSTITUTE$300,000
METRO DETROIT BLACK CHAMBER OF COMMERCE FOUNDATION
1234 WASHINGTON BLVDDETROITMI48226PCMETRO DETROIT BLACK BUSINESS ALLIANCE CAPACITY BUILDING$250,000
MILITARY SPOUSE CORPORATE CAREER NETWORK INC
5445 MURRELL ROAD SUITE 102-177LAKE ST LOUISMO32955PCARM-ME-UP ARMY MILITARY SPOUSE CAREER CAMPAIGN FOCUS ON UNDERSERVED MILITARY SPOUSES$150,000
MONEYTHINK
515 N STATE STREETCHICAGOIL60654PCEXPANDING MONEYTHINKS DECIDED API: A BOLD SOLUTION TO INCREASE COLLEGE SUCCESS$250,000
MULTIPLIER
548 MARKET STREET PMB 81178SAN FRANCISCOCA941045401PCSCALING EMPLOYEE OWNERSHIP FOR INCREASED ECONOMIC EQUALITY AND EQUITY$500,000
MYPATH
2430 MISSION STREETSAN FRANCISCOCA94110PCDEEPENING A STRATEGIC PARTNERSHIP TO SUPPORT BIPOC YOUTH WEALTH-BUILDING$500,000
NATIONAL ASSOCIATION FOR LATINO COMMUNITY ASSET BUILDERS
5404 WURZBACH RDSAN ANTONIOTX78238PCFINANCIAL INCLUSION FOR LATINO AND IMMIGRANT ENTREPRENEURS$50,000
NATIONAL ASSOCIATION FOR LATINO COMMUNITY ASSET BUILDERS
5404 WURZBACH RDSAN ANTONIOTX78238PCBUILDING EQUITABLE COMMUNITIES: SUPPORTING PATHWAYS FOR LATINO HOMEOWNERSHIP AND WEALTH-BUILDING$400,000
NATIONAL DISABILITY INSTITUTE INC
1667 K ST NW SUITE 480WASHINGTONDC20006PCREALIZING THE PROMISE OF THE ABLE ACT: FINANCIAL HEALTH FOR PEOPLE AND FAMILIES WITH DISABILITIES$250,000
NATIONAL FUND FOR WORKFORCE SOLUTIONS
1250 CONNECTICUT AVE NW STE 200WASHINGTONDC20036PCREDESIGNED JOBS, RESILIENT WORKERS$667,000
NATIONAL ORGANIZATION ON DISABILITY
77 WATER STNEW YORKNY10005PCTAPPING HUMAN POTENTIAL BY ACCELERATING DISABILITY WORKFORCE INCLUSION$425,000
NEIGHBORHOOD TRUST FINANCIAL PARTNERS INC
530 W 166TH STREET 4TH FLOORNEW YORKNY10032PCSCALING TRUSTPLUS, AN EMPLOYEE FINANCIAL WELLNESS SOCIAL ENTERPRISE$300,000
NEIGHBORHOOD TRUST FINANCIAL PARTNERS INC
530 W 166TH STREET 4TH FLOORNEW YORKNY10032PCCREATING FINANCIAL SECURITY FOR WORKERS AT SCALE$500,000
NEW COMMUNITY CORPORATION
233 W MARKET STNEWARKNJ07103PCBOARD DEVELOPMENT$70,000
NEW GROWTH INNOVATION NETWORK
30 W MONROE ST STE 510CHICAGOIL60603PCFROM NATIONAL TO LOCAL: ADVANCING WORKER EQUITY AND CIVIC INFRASTRUCTURE IN NEWARK$157,000
NEW JERSEY CITIZEN ACTION EDUCATION FUND INC
625 BROAD ST STE 270NEWARKNJ07102PC2022 ECONOMIC JUSTICE CAMPAIGN: REBUILDING POST COVID-19$125,000
NEW JERSEY INSTITUTE FOR SOCIAL JUSTICE INC
60 PARK PLACE SUITE 511NEWARKNJ07102PCBUILDING AN EQUITABLE NEW JERSEY$500,000
NEW JERSEY INSTITUTE OF TECHNOLOGY FOUNDATION
323 DR MARTIN LUTHER KING JRNEWARKNJ07102PCAIRPORT CITY NEWARK: VISION PLAN AND MASTER PLAN INTEGRATION; COMMUNITY BENEFITS AGREEMENT$65,000BLVDUNIVERSITY HEIGHTS
NEW JERSEY PERFORMING ARTS CENTER CORPORATION
1 CENTER STREETNEWARKNJ07102PC20TH ANNIVERSARY CAPITAL CAMPAIGN$1,525,050
NEW JERSEY PERFORMING ARTS CENTER CORPORATION
1 CENTER STREETNEWARKNJ07102PCSUSTAINING NEWARK'S ANCHOR CULTURAL INSTITUTION$665,000
NEW JERSEY SYMPHONY ORCHESTRA
60 PARK PLACE SUITE 900NEWARKNJ07102PCARTISTIC OPERATIONS AND EDUCATION & COMMUNITY ENGAGEMENT PROGRAMS$100,000
NEW ORLEANS JAZZ ORCHESTRA INC
1436 ORETHA CASTLE HALEY BLVDNEW ORLEANSLA70130PCSTRATEGIC AND CAPITAL DEVELOPMENT PLANNING$50,000
NEWARK ALLIANCE INC
60 PARK PLACE SUITE 604NEWARKNJ07102PCNEWARK'S ECONOMIC ROADMAPPING$850,000
NEWARK ALLIANCE INC
60 PARK PLACE SUITE 604NEWARKNJ07102PCREDISCOVER NEWARK STRATEGIC INITIATIVES$255,000
NEWARK ARTS COUNCIL
17 ACADEMY SUITE 702NEWARKNJ07102PCEQUITABLE CULTURAL EMPOWERMENT FOR NEWARKS RECOVERY, VIBRANCY AND WELL-BEING$337,500
NEWARK COMMUNITY STREET TEAM
915 S 16TH STREETNEWARKNJ07112PCENHANCING PUBLIC SAFETY AND HEALTH WHILE ACCELERATING ECONOMIC GROWTH AND PROSPERITY IN THE BLACK, BROWN, AND SYSTEMS IMPACTED COMMUNITIES OF NEWARK AND NJ$377,166
NEWARK MUSEUM ASSOCIATION
49 WASHINGTON STREETNEWARKNJ07102PCINCREASING OPERATIONAL IMPACT$333,334
NEWARK MUSEUM ASSOCIATION
49 WASHINGTON STREETNEWARKNJ07102PCBALLANTINE HOUSE REINTERPRETATION: 2022 ART BALL PADDLE RAISE$25,000
NEWARK PUBLIC RADIO INC
54 PARK PLACENEWARKNJ07102PCLEVERAGING THE POWER OF PUBLIC MEDIA TO DEVELOP COMMUNITY$60,000
NEWARK SCHOOL OF THE ARTS INC
89 LINCOLN PARKNEWARKNJ07102PCCAPITAL CAMPAIGN & GENERAL OPERATING$50,000
NEWARK TRUST FOR EDUCATION INC
494 BROAD STREET SUITE LL30NEWARKNJ07102PCSTAND! STRIVING TOGETHER ALL NEWARKERS DELIVER$225,000
NJ LEEP INC
570 BROAD STREET SUITE 700NEWARKNJ07102PCCOLLEGE STUDENT SUCCESS PROGRAM$35,000
NONPROFIT FINANCE FUND
5 HANOVER SQUARE 9TH FLOORNEW YORKNY10004PCNEWARK NONPROFIT CAPACITY ACCELERATOR 2.0 PLANNING$60,000
NPOWER INC
55 WASHINGTON STREET SUITE 560BROOKLYNNY11201PCNEWARK TECH FUNDAMENTALS IT TRAINING AND JOB PLACEMENT FOR VETERANS$150,000
OUR PIECE OF THE PIE INC
20-28 SARGEANT STREETHARTFORDCT06105PCGENERAL OPERATING: EMPOWERING YOUTH TO SUCCEED IN EDUCATION AND EMPLOYMENT$150,000
OWNERSHIP WORKS INC
209 WEST 29TH STREET SUITE 167NEW YORKNY10001PCREIMAGINING EQUITY AND BUILDING WEALTH FOR ALL: ADVANCING ECONOMIC OPPORTUNITY AND RACIAL EQUITY THROUGH SHARED OWNERSHIP$250,000
PEAK GRANTMAKING INC
1701 PENNSYLVANIA AVE SUITE 200WASHINGTONDC20006PCORGANIZATION MEMBERSHIP - TERM: 1/1/2023 - 12/31/2023$3,000
PER SCHOLAS INC
804 E 138TH ST 2ND FLOORBRONXNY104541932PCTECH TRAINING AND EMPLOYMENT FOR LOCAL TALENT IN NEWARK$335,000
PHILANTHROPY NEW YORK INC
320 E 43RD STNEW YORKNY10017PCPHILANTHROPY NEW YORK MEMBERSHIP$25,000
POINTS OF LIGHT FOUNDATION
101 MARIETTA STREET NORTHWEST SUITEATLANTAGA30303PCANNUAL CORPORATE SERVICE COUNCIL MEMBERSHIP 1/1/23 - 12/31/23$25,0003100
POLICYLINK
1438 WEBSTER ST 303OAKLANDCA946123228PCALL-IN CITIES: BUILDING EQUITABLE ECONOMIES FROM THE GROUND UP$500,000
PROSPERITY NOW
1200 G STREET NW SUITE 400WASHINGTONDC20005PCPROSPERITY NOW INTERGENERATIONAL ASSET AND WEALTH BUILDING PORTFOLIO$400,000
PUERTO RICO COMMUNITY FOUNDATION
PO BOX 70362SAN JUANPR009368362PCHURRICANE FIONA RELIEF EFFORTS$150,000
RISING TIDE CAPITAL INC
311 MARTIN LUTHER KING JR DRIVEJERSEY CITYNJ07305PCSMALL BUSINESS RESILIENCE, RECOVERY AND GROWTH INITIATIVE$300,000
RUTGERS THE STATE UNIVERSITY OF NJ
33 KNIGHTSBRIDGE ROAD 2ND FLOORPISCATAWAYNJ08854PCNEWARK PUBLIC SAFETY COLLABORATIVE (NPSC)$300,000EAST WING
RUTGERS THE STATE UNIVERSITY OF NJ
33 KNIGHTSBRIDGE ROAD 2ND FLOORPISCATAWAYNJ08854PCRUTGERS FUTURE SCHOLARS$50,000EAST WING
RUTGERS UNIVERSITY FOUNDATION
7 COLLEGE AVENUENEW BRUNSWICKNJ08901PCEXECUTIVE DIRECTOR OF NEWARK CITY OF LEARNING COLLABORATIVE$150,000
RUTGERS UNIVERSITY FOUNDATION
335 GEORGE ST SUITE 4000NEW BRUNSWICKNJ08901PCTHE PRUDENTIAL SCHOLARS PROGRAM$2,251,715
SMALL BUSINESS MAJORITY FOUNDATION INC
1015 15TH STREET NW SUITE 450WASHINGTONDC20005PCINCREASING ORGANIZATIONAL CAPACITY TO BETTER SERVE ATLANTAS DIVERSE SMALL BUSINESS OWNERS$125,000
SOCIAL FINANCE INC
2 ATLANTIC AVE 5TH FLOORBOSTONMA02110PCACCELERATING INNOVATIVE WORKFORCE FINANCE STRATEGIES$500,000
SOUTH WARD ALLIANCE
534 CLINTON AVENEWARKNJ07108PCSYSTEMS CHANGE PHASE 2.5$300,000
ST BENEDICTS PREPARATORY SCHOOL INC
520 DR MARTIN LUTHER KING JR BLVDNEWARKNJ07102PCGENERAL OPERATING SUPPORT FOR ST. BENEDICT'S PREP WHICH PROVIDES A HIGH-QUALITY EDUCATIONAL EXPERIENCE FOR INNER-CITY CHILDREN$50,000
STUDENT VETERANS OF AMERICA
1012 14TH ST NW SUITE 1200WASHINGTONDC20005PCLEADERSHIP INSTITUTE$100,000
SYRACUSE UNIVERSITY
640 SKYTOP ROADSYRACUSENY132445040PCONWARD TO OPPORTUNITY (O2O)$100,000
TEAM RUBICON
5230 PACIFIC CONCOURSE DRIVE SUITELOS ANGELESCA90045PCTEAM RUBICON UNRESTRICTED READY RESERVE$150,000200
TEAM RUBICON
5230 PACIFIC CONCOURSE DRIVE SUITELOS ANGELESCA90045PCMATCHING CAMPAIGN FOR SUPPORT RELIEF AND RECOVERY EFFORTS IN FLORIDA$520200
TEAM RUBICON
5230 PACIFIC CONCOURSE DRIVE SUITELOS ANGELESCA90045PC2022 HURRICANE IAN RESPONSE & RECOVERY$100,000200
THE ASPEN INSTITUTE INC
2300 N STREET SUITE 700WASHINGTONDC20037PCGLOBAL OPPORTUNITY YOUTH NETWORK$1,000,000
THE ASPEN INSTITUTE INC
2300 N STREET SUITE 700WASHINGTONDC20037PCTHE FUTURE OF WORK AND WEALTH: SCALING SOLUTIONS FOR WORKER RESILIENCE AND RACIAL EQUITY-FOUNDATION$1,302,999
THE ASPEN INSTITUTE INC
2300 N STREET SUITE 700WASHINGTONDC20037PCASPEN PHILANTHROPY GROUP ANNUAL MEMBERSHIP CONTRIBUTION (2023)$25,000
THE ASPEN INSTITUTE INC
2300 N STREET SUITE 700WASHINGTONDC20037PCASPEN OPPORTUNITY YOUTH FORUM & FUND$200,000
THE BARACK OBAMA FOUNDATION
5235 S HARPER CT STE 1140CHICAGOIL60615PCA MORE INCLUSIVE AMERICA MUSEUM EXHIBIT, THE OBAMA PRESIDENTIAL CENTER$596,976
THE BARACK OBAMA FOUNDATION
5235 S HARPER CT STE 1140CHICAGOIL60615PCMBK ALLIANCE$500,000
THE FORUM FOR YOUTH INVESTMENT
7064 EASTERN AVE NWWASHINGTONDC20012PCADVANCING POLICY AND SYSTEM CHANGE FOR AND WITH OPPORTUNITY YOUTH$200,000
THE MISSION CONTINUES
1141 SOUTH 7TH STSAINT LOUISMO63104PCEMPOWERING WOMEN VETERANS$100,000
THE WASHINGTON CENTER FOR INTERNSHIPS AND ACADEMIC SEMINARS
1005 3RD ST NEWASHINGTONDC20002PCINNOVATION INSTITUTE$250,000
THIRD SECTOR CAPITAL PARTNERS INC
6 LIBERTY SQUARE 2319BOSTONMA02109PCGEORGIA YOUNG PARENTS PILOT$50,000
THIRD SECTOR CAPITAL PARTNERS INC
6 LIBERTY SQUARE 2319BOSTONMA02109PCEXPANDING ACCESS TO GA DFCS ACHIEVE PROCESS FOR YOUNG PARENTS$250,000
TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS
3033 WILSON BLVD SUITE 300ARLINGTONVA22201PCTAPS MILITARY SURVIVOR HELPLINE: 24/7 CARE FOR THE FAMILIES OF AMERICA'S FALLEN MILITARY HEROES$500,000
TRAVIS MANION FOUNDATION
164 EAST STATE STREETDOYLESTOWNPA18901PCOPERATION LEGACY AND BACK TO SCHOOL CHARACTER DAY$50,000
UNIDOSUS
1126 16TH STREET NW SUITE 600WASHINGTONDC20036PCFINANCIAL EMPOWERMENT AND NARROWING THE WEALTH GAP$1,550,000
UNIFIED VAILSBURG SERVICES
1044 SOUTH ORANGE AVENUENEWARKNJ07106PCGENERAL OPERATIONS$175,000
UNIFIED VAILSBURG SERVICES
1044 SOUTH ORANGE AVENUENEWARKNJ07106PCFINANCE TRANSITION$50,000
UNITED NEGRO COLLEGE FUND INC
1805 7TH STREET NWWASHINGTONDC20001PCSUSTAINING UNCFS INSTITUTE OF CAPACITY BUILDING AND CAPITAL CAMPAIGN TO DRIVE HBCU IMPROVEMENT$200,000
UNITED SERVICE ORGANIZATIONS INC
2111 WILSON BLVD SUITE 1200ARLINGTONVA22201PCUSO - UKRAINE SUPPORT$50,000
UNITED SERVICE ORGANIZATIONS INC
2111 WILSON BLVD SUITE 1200ARLINGTONVA22201PCUSO TRANSITIONS: SUPPORTING SERVICE MEMBERS THROUGHOUT THEIR MILITARY JOURNEY$100,000
UNITED STATES FUND FOR UNICEF
125 MAIDEN LANENEW YORKNY10038PCUKRAINE EMERGENCY RESPONSE 2022$100,000
UNITED STATES FUND FOR UNICEF
125 MAIDEN LANENEW YORKNY10038PCREIMAGINING RESILIENCE: DEVELOPING PATHWAYS FOR CHILD-CENTERED HUMANITARIAN AND DEVELOPMENT ACTION$1,396,000
UNITED WAY INC
30 LAUREL STREETHARTFORDCT06106PCEXPANDING OPPORTUNITIES FOR LOW-SKILLED WORKERS IN TARGETED INDUSTRY SECTORS$150,000
UNITED WAY OF ESSEX AND WEST HUDSON
50 PARK PLACE SUITE 1025NEWARKNJ07102PCSTRENGTHENING OUT-OF-SCHOOL TIME OPPORTUNITIES THROUGH QUALITY IMPROVEMENT AND CAPACITY BUILDING$200,000
UNITED WAY OF ESSEX AND WEST HUDSON
50 PARK PLACE SUITE 1025NEWARKNJ07102PCRE-ALIGNING STRATEGIES FOR LOW TO MODERATE INCOME WORKERS THROUGH THE NEWARK ASSET BUILDING COALITION (NABC)$150,000
UNIVERSITY OF HARTFORD
200 BLOOMFIELD AVENUEWEST HARTFORDCT06117PCSMALL BUSINESS TECHNICAL ASSISTANCE PROGRAM (SBTAP)$60,000
URBAN LEAGUE OF ESSEX COUNTY
508 CENTRAL AVENEWARKNJ07107PCOPERATING SUPPORT TO BUILD ECONOMIC RESILIENCY IN LOW INCOME FAMILIES$150,000
US CHAMBER OF COMMERCE FOUNDATION
1615 H ST NWWASHINGTONDC20062PCCORPORATE CITIZENSHIP CENTER (CCC) DISASTER SHAPE SPONSORSHIP$25,000
US-JAPAN COUNCIL
1819 L STREET NW SUITE 200WASHINGTONDC20036PCTOMODACHI ALUMNI LEADERSHIP PROGRAM, PHASE III$250,000
WORKERS LAB
1111 BROADWAY FLOOR 3OAKLANDCA94607PCINNOVATION AND INVESTMENTS IN SERVICE OF WORKERS$500,000
YOUNG WOMENS CHRISTIAN ASSOCIATION EL PASO DEL NORTE REGION
1600 BROWN STEL PASOTX79902PCYWCA STEAM AFTER SCHOOL PROGRAMS AND LIFT WORKFORCE TRAINING$125,000
YOUTHBUILD NEWARK
571 CENTRAL AVENUE 2ND FLOORNEWARKNJ07107PCSCALING AND SETTING THE STAGE FOR SYSTEMS CHANGE IN NEW JERSEY$1,100,000
YOUTHBUILD USA INC
1785 COLUMBUS AVENUE SUITE 500ROXBURYMA02119PCGROWING THE IMPACT AND SUSTAINABILITY OF YOUTHBUILDS GLOBAL STRATEGY TO ADVANCE THE LEARNING, LIVELIHOOD, AND LEADERSHIP ASPIRATIONS OF OPPORTUNITY YOUTH IN TEN COUNTRIES$500,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,167,465TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ATLANTA WEALTH BUILDING INITIATIVE
504 FAIR STREET SWATLANTAGA30313PCADVANCING ENTERPRISE PROSPERITY: 1,000 BLACK BUSINESSES IN 1,000 DAYS$1,280,000
THE FORUM FOR YOUTH INVESTMENT
7064 EASTERN AVE NWWASHINGTONDC20012PCADVANCING POLICY AND SYSTEM CHANGE FOR AND WITH OPPORTUNITY YOUTH$100,000
LIVING CITIES INC THE NATIONAL COMMUNITY DEVELOPMENT INITIATIVE
1730 M ST NW STE 400WASHINGTONDC20036PCADVANCING RACIAL WEALTH EQUITY (GENERAL OPERATING SUPPORT)$275,000
NEW JERSEY INSTITUTE FOR SOCIAL JUSTICE INC
60 PARK PLACE SUITE 511NEWARKNJ07102PCBUILDING AN EQUITABLE NEW JERSEY$500,000
CHALKBEAT INC
1239 BROADWAY STE 703BNEW YORKNY10001PCCHALKBEAT NEWARK REPORTING ON NPS$35,000
AMERICAN NATIONAL RED CROSS
431 18TH ST NWWASHINGTONDC20006PCDISASTER RESPONDER PARTNERSHIP$250,000
UNITED WAY INC
30 LAUREL STREETHARTFORDCT06106PCEXPANDING OPPORTUNITIES FOR LOW-SKILLED WORKERS IN TARGETED INDUSTRY SECTORS$150,000
CONCORDANCE
6 CITYPLACE DRIVE SUITE 522SAINT LOUISMO63141PCFIRST CHANCE CAMPAIGN$800,000
NEW GROWTH INNOVATION NETWORK
30 W MONROE ST STE 510CHICAGOIL60603PCFROM NATIONAL TO LOCAL: ADVANCING WORKER EQUITY AND CIVIC INFRASTRUCTURE IN NEWARK$50,000
GREATER NEWARK ENTERPRISES CORPORATION
211 WARREN STREET SUITE 423NEWARKNJ07103PCORGANIZATIONAL CAPACITY BUILDING$1,020,000
CLINTON HILL COMMUNITY ACTION
625 BROAD ST STE 240NEWARKNJ07102PCPHASE II - HOUSING STRATEGY CAPACITY BUILDING$150,000
COUNCIL OF STATE GOVERNMENTS
1776 AVENUE OF THE STATESLEXINGTONKY40511PCREDUCING JUSTICE SYSTEM INVOLVEMENT FOR YOUTH AND YOUNG ADULTS IN NEWARK$125,000
GLOBAL IMPACT INVESTING NETWORK INC
1 BATTERY PARK PLAZA 2ND FLOORNEW YORKNY10004PCSCALING IMPACT INVESTING FOR AN INCLUSIVE, EQUITABLE AND SUSTAINABLE FUTURE$200,000
RISING TIDE CAPITAL INC
311 MARTIN LUTHER KING JR DRIVEJERSEY CITYNJ07305PCSMALL BUSINESS RESILIENCE, RECOVERY AND GROWTH INITIATIVE$600,000
TEAM RUBICON
5230 PACIFIC CONCOURSE DRIVE SUITELOS ANGELESCA90045PCTEAM RUBICON UNRESTRICTED READY RESERVE$150,000200
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$5,685,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,211,092ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$345,232RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,909,672ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$301,420ExclusionAmt
Related Or Exempt Function Incm$345,232RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$646,652TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number7LineNumberTxt
Relationship StatementINTEREST INCOME GENERATED FROM PROGRAM-RELATED INVESTMENTSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT FEESCategoryTxt
Amt$58,360Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$58,360DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PGIM CORE PLUS FUND$22,898,155$22,898,155
PGIM CORE BOND$22,891,945$22,891,945

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPREFERRED STOCKSStockNm
EOY Book Value$1,465,355EOYBookValueAmt
EOYFMV$1,465,355EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PROGRAM RELATED INVESTMENTS$22,813,999$21,886,525$21,886,525
INTEREST RECEIVABLE FROM PROG. RELATED INVESTMENTS$57,411$49,437$49,437
FEDERAL INCOME TAXES - CURRENT RECEIVABLE$0$30,242$30,242

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSES ON INVESTMENTSDesc
Amt$11,020,198Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INTEREST ON PROGRAM-RELATED INVESTMENTS$230,784$230,784$0
OTHER INCOME$609$0$0
PROVISION FOR LOSSES ON PROGRAM-RELATED INVESTMENTS$113,839$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED TAX LIABILITIESDesc
BOY Book Value$19,119BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER CONSULTANT FEES$217,647$0$0$222,926
INVESTMENT MANAGEMENT FEES$0$213,444$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAX - CURRENT AND DEFERREDCategoryTxt
Amt$31,686Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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