BETA

MCMULLEN FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MCMULLEN FAMILY FOUNDATION (EIN 13-3721747)
Tax period
2020-06-01 to 2021-05-31
Filed
2023-12-04
IRS object ID
202323389349100107
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-12-04T11:44:44-06:00ReturnTs
Tax Period End2021-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135381590PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133721747EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCMULLEN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMCMUBusinessNameControlTxt
Phone9737444426PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line153 UNDERCLIFF RDAddressLine1Txt
CityMONTCLAIRCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07042ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER MCMULLENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9737444426PhoneNum
Signature2022-04-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPETERPersonFirstNm
Person LastMCMULLENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLILIANA LOPEZPreparerPersonNm
PTINP00969154PTIN
Phone2125761400PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,514,596FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$102,528InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$102,528InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$713,190DividendsRevAndExpnssAmt
Dividends Net Invst Incm$713,190DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$631,146NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,952,621GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$631,146CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$24,438OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$24,438OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,471,302TotalRevAndExpnssAmt
Total Net Invst Incm$1,471,302TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$112,310CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$56,155CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$56,155CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$140,005OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$140,005OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$32,078TaxesRevAndExpnssAmt
Taxes Net Invst Incm$17,798TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,268OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,496OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,772OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$299,161TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$218,704TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$66,177TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$806,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$806,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,105,161TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$218,704TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$872,177TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$366,141ExcessRevenueOverExpensesAmt
Net Investment Income$1,252,598NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$44,996CashBOYAmt
Cash EOY$13,410CashEOYAmt
Cash EOYFMV$13,410CashEOYFMVAmt
Pledges Rcvbl BOY$105,000PledgesRcvblBOYAmt
Corporate Stock BOY$17,813,242CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Other Investments BOY$768,992OtherInvestmentsBOYAmt
Other Investments EOY$19,062,063OtherInvestmentsEOYAmt
Other Investments EOYFMV$36,501,186OtherInvestmentsEOYFMVAmt
Total Assets BOY$18,732,230TotalAssetsBOYAmt
Total Assets EOY$19,075,473TotalAssetsEOYAmt
Total Assets EOYFMV$36,514,596TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$18,732,230NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$19,075,473NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$18,732,230TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,075,473TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,732,230TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,075,473TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,732,230TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$366,141ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$19,098,371SubtotalAmt
Other Decreases$22,898OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,075,473TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySECURITIES SALES - DETAILS UPON REQUESTPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$3,952,621GrossSalesPriceAmt
Cost Or Other Basis$3,321,475CostOrOtherBasisAmt
Gain Or Loss$631,146GainOrLossAmt
Gains Minus Excess Or Losses$631,146GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$631,146CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,411InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,411SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,411TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$20,000TotalPaymentsAndCreditsAmt
Es Penalty$320EsPenaltyAmt
Overpayment$2,269OverpaymentAmt
Applied To ES Tax$2,269AppliedToESTaxAmt
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
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MCMULLEN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9737444426PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line153 UNDERCLIFF RDAddressLine1Txt
CityMONTCLAIRCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07042ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CATHERINE MCMULLEN
53 UNDERCLIFF RDMONTCLAIRNJ07042TREASURER0.10$0$0$0
PETER MCMULLEN
145 RENSSELAER ROADESSEX FELLSNJ07021PRESIDENT1.10$0$0$0
JOHN J MCMULLEN JR
608 OCEAN RIDGE DRIVEATLANTIC BEACHNC28512VICE PRESIDENT0.10$0$0$0
JACQUELINE MCMULLEN
53 UNDERCLIFF RDMONTCLAIRNJ07042DIRECTOR0.10$0$0$0
PATRICK GILMARTIN
53 UNDERCLIFF RDMONTCLAIRNJ07042DIRECTOR0.10$0$0$0
JAMES BLAKE
53 UNDERCLIFF RDMONTCLAIRNJ07042DIRECTOR0.10$0$0$0
ILIA SCRIVEN LEASED EMPLOYEE
53 UNDERCLIFF RDMONTCLAIRNJ07042EXECUTIVE DIRECTOR8.00$73,500$8,106$0
LINDA DRASHEFF LEASED EMPLOYEE
53 UNDERCLIFF RDMONTCLAIRNJ07042SECRETARY4.00$26,500$4,204$0
BRIDGET BLAKE
53 UNDERCLIFF RDMONTCLAIRNJ07042DIRECTOR0.10$0$0$0
ELISE MCMULLEN
145 RENSSELAER ROADESSEX FELLSNJ07021DIRECTOR0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$31,445,036AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,614AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,006,669FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$32,488,319TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$32,488,319AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$487,325CashDeemedCharitableAmt
Net Vl Noncharitable Assets$32,000,994NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,600,050MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,600,050MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,411TaxBasedOnInvestmentIncomeAmt
Total Tax$17,411TotalTaxAmt
Distributable Before Adj$1,582,639DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,582,639DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,582,639DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$872,177ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$872,177QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$872,177AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,582,639DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$445,185ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$878,958ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$867,957ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$851,852ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$3,043,952TotalExcessDistributionCyovAmt
Qualifying Distributions$872,177QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$872,177AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$710,462ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$710,462ExcessDistributionCyovAppCYAmt
Total Corpus$2,333,490TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,333,490ExcessDistriCyovToNextYrAmt
Excess From Year4$613,681ExcessFromYear4Amt
Excess From Year3$867,957ExcessFromYear3Amt
Excess From Year2$851,852ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUBS OF NEWARK
1 AVON AVENUENEWARKNJ07108NONEPCSUPPORT THEIR ACTIVITIES$5,000
COMMUNITY FOOD BANK OF NEW JERSEY
31 EVANS TERMINAL ROADHILLSIDENJ07205NONEPCSUPPORT THEIR ACTIVITIES$5,000
FIRST(CO JOSH WESTON AUTOMATIC DATA PROCESSING INC)
ONE ADP BOULEVARDROSELANDNJ07068NONEPCSUPPORT THEIR ACTIVITIES$5,000
FRIENDS OF GLEN GRAY INC
200 MIDVALE MOUNTAIN ROADMAHWAHNJ07430NONEPCSUPPORT THEIR ACTIVITIES$2,500
K9'S FOR WARRIORS
114 CAMP K9 ROADVEDRAFL32081NONEPCSUPPORT THEIR ACTIVITIES$5,000
KIPP NEW JERSEY
60 PARK PLACE SUITE 802NEWARKNJ07102NONEPCSUPPORT THEIR ACTIVITIES$130,000
LUSTGARTEN FOUNDATION
415 CROSSWAYS PARK DRIVE SUITE DWOODBURYNY11797NONEPCSUPPORT THEIR ACTIVITIES$10,000
MAIN ST COUNSELING CENTER
8 MARCELLA AVENUEWEST ORANGENJ07052NONEPCSUPPORT THEIR ACTIVITIES$2,500
METRO YMCA OF THE ORANGES
139 E MCCLELLAN AVENUELIVINGSTONNJ07039NONEPCSUPPORT THEIR ACTIVITIES$7,500
MONMOUTH UNIVERSITY
400 CEDAR AVENUEWEST LONG BRANCHNJ07764NONEPCCREATION OF PROFESSOR OF ECONOMIC POSITION$50,000
MONTCLAIR ART MUSEUM
3 SOUTH MOUNTAIN AVENUEMONTCLAIRNJ07042NONEPCSUPPORT THEIR ACTIVITIES$60,000
MONTCLAIR HIGH SCHOOL ALUMNI ASSOCIATION INC
483 PARK STREETUPPER MONTCLAIRNJ07043NONEPCALUMNI ASSOCIATION SCHOLARSHIP PROGRAM$48,000
MONTCLAIR HISTORY CENTER
108 ORANGE ROADMONTCLAIRNJ07042NONEPCSUPPORT THEIR ACTIVITIES$5,000
MONTCLAIR STATE UNIVERSITY FOUNDATION
1 NORMAL AVENUEMONTCLAIRNJ07042NONEPCSUPPORT NURSING SCHOLARSHIP PROGRAM$50,000
OASIS - A HAVEN FOR WOMEN AND CHILDREN
59 MILL STREETPATERSONNJ07501NONEPCSUPPORT THEIR ACTIVITIES$10,000
SETON HALL PREPARATORY SCHOOL
120 NORTHFIELD AVENUEWEST ORANGENJ07052NONEPCSUPPORT THEIR ACTIVITIES$10,000
ST MARY'S ABBEY(DELBARTON)
230 MENDHAM ROADMORRISTOWNNJ07960NONEPCSUPPORT THEIR ACTIVITIES$20,000
THE CRADLE FOUNDATION
2049 RIDGE AVENUEEVANSTONIL60201NONEPCGRANT 19-13$10,000
THE MEGHAN P BIRDSALL SCHOLARSHIP FUND
PO BOX 613ESSEX FELLSNJ07021NONEPCSUPPORT THEIR ACTIVITIES$1,500
THE MONTCLAIR KIMBERLEY ACADEMY
201 VALLEY ROADMONTCLAIRNJ07042NONEPCSUPPORT THEIR ACTIVITIES$15,000
THE NEWARK BOYS CHORUS SCHOOL
1016 BROAD STREETNEWARKNJ07102NONEPCSUPPORT THEIR ACTIVITIES$1,000
THE SCHOLARSHIP FUND FOR INNERCITY CHILDREN
171 CLIFTON AVE PO BOX 9500NEWARKNJ07104NONEPCSUPPORT THEIR ACTIVITIES$5,000
THE SEAMEN'S CHURCH INSTITUTE
50 BROADWAY FLOOR 26NEW YORKNY10004NONEPCSUPPORT THEIR ACTIVITIES$1,000
THE SEEING EYE
POST OFFICE BOX 375MORRISTOWNNJ07963NONEPCSUPPORT THEIR ACTIVITIES$17,500
THE YOGI BERRA MUSEUM & LEARNING CENTER
8 YOGI BERRA DRIVELITTLE FALLSNJ07424NONEPCSUPPORT THEIR ACTIVITIES$25,000
TRICOUNTY SCHOLARSHIP FUND
FOUR CENTURY DRIVEPARSIPPANYNJ07054NONEPCSUPPORT THEIR ACTIVITIES$2,500
UNITED STATES NAVAL ACADEMY FOUNDATION INC
274 WOOD ROADANNAPOLISMD21402NONEPCSUPPORT THEIR ACTIVITIES$200,000
VAN VLECK HOUSE & GARDENS(THE MONTCLAIR FOUNDATION)
21 VAN VLECK STREETMONTCLAIRNJ07042NONEPCSUPPORT THEIR ACTIVITIES$10,000
WEBB INSTITUTE
298 CRESCENT ROADGLEN COVENY11542NONEPCFUND STUDENT ASSISTANCE ENDOWMENT$50,000
YMCA OF MONTCLAIR
25 PARK STREETMONTCLAIRNJ07042NONEPCSUPPORT THEIR ACTIVITIES$30,000
BIG BROTHERS BIG SISTERS OF ESSEXHUDSON & UNION COUNTIES
500 BROAD STREET 2ND FLOORNEWARKNJ07102NONEPCSUPPORT THEIR ACTIVITIES$10,000
MD ANDERSON CANCER CENTER
UNIVERSITY OF TEXAS PO BOX 4486HOUSTONTX77210NONEPCSUPPORT THEIR ACTIVITIES$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$806,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$102,528ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$713,190ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,438ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$631,146ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,471,302ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,471,302TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,500Amt
Net Investment Income$3,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,250DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS PARTNERSHIPAT COST$811,999$1,228,095
GS ACCT #580-0AT COST$1,261,697$2,167,869
GS ACCT #442-8AT COST$1,505,475$1,589,119
GS ADVISORY ACCT #983-1AT COST$1,012,470$1,020,203
GS PASS ACCT #982-3AT COST$526,946$569,384
GS ACCT #770-9AT COST$7,976,394$21,750,363
ML ACCT #742AT COST$5,967,082$8,176,153

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDIFFERENCE BETWEEN BOOK & TAX PARTNERSHIPSDesc
Amt$22,898Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL FILING FEES$750$0$750
POSTAGE$605$0$605
TELEPHONE$2,992$1,496$1,496
PUBLIC ANNOUNCEMENT FEE$160$0$160
OFFICE SUPPLIES$501$0$501
DUES AND SUBSCRIPTIONS$765$0$765
MISCELLANEOUS$245$0$245
LEGAL FEES$2,250$0$2,250

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SECURITY LITIGATION SETTLEMENT$1,539$1,539$1,539
THRU WEST STREET CAPITAL PARTNERS VII$22,320$22,320$22,320
THRU VINTAGE VII AIV$578$578$578
CAPITAL GAIN DISTRIBUTION$1$1$1

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$140,005Amt
Net Investment Income$140,005NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES - STOCKS$17,798$17,798$0
FEDERAL TAXES$14,280$0$0

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