JOHN L NEU FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOHN L NEU FAMILY FOUNDATION INC (EIN 13-3731089)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349107876
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:57:32-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130485070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERDON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133731089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN AND WENDY NEU FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6464676700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78 JOHN MILLER WAY 102 | AddressLine1Txt |
| City | KEARNY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY K NEU | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6464676700 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WENDY | PersonFirstNm |
| Person Last | NEU | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAL ZEMEL | PreparerPersonNm |
| PTIN | P00067495 | PTIN |
| Phone | 2128320400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,331,370 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,800,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $62 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $62 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $434,837 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $435,432 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $434,837 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,234,899 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $434,899 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,926 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,463 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,463 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $406 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $406 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,978 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,728 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,310 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,597 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,713 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,084,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,084,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,126,310 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,597 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,085,713 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,108,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $409,302 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $126,036 | CashBOYAmt |
| Cash EOY | $2,716,698 | CashEOYAmt |
| Cash EOYFMV | $2,716,698 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $9,654 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,654 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,654 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $900,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $900,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $524,658 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $626,937 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $494,866 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $80,360 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,662,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,121,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,331,370 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,025 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,025 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,025 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,025 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,659,602 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,118,193 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,659,602 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,118,193 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,662,627 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,121,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,659,602 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,108,589 | ExcessRevenueOverExpensesAmt |
| Other Increases | $350,002 | OtherIncreasesAmt |
| Subtotal | $4,118,193 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,118,193 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| SAVANO CAPITAL PARTNERS II LP | P | 2021-12-31 | $595 | -$595 | -$595 | |
| SAVANO CAPITAL PARTNERS II LP | P | 2021-12-31 | $435,432 | $435,432 | $435,432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $434,837 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,689 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,689 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,689 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,510 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,510 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,821 | OverpaymentAmt |
| Applied To ES Tax | $2,821 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WENDY K NEU | IndividualWithBooksNm |
| Phone | 6464676700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 FIFTH AVENUE SUITE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WENDY K NEU | ||||||||
| 63 WEST 17TH STREET APT 8A | NEW YORK | NY | 10011 | PRESIDENT/DIRECTOR | 0.25 | $0 | $0 | $0 |
| PETER KELMAN | ||||||||
| 120 FIFTH AVENUE SUITE 600 | NEW YORK | NY | 10011 | TREASURER/DIRECTOR | 0.25 | $0 | $0 | $0 |
| STEVE NISLICK | ||||||||
| 120 FIFTH AVENUE SUITE 600 | NEW YORK | NY | 10011 | SECRETARY/DIRECTOR | 0.25 | $0 | $0 | $0 |
| JACQUELINE KELMAN BISBEE | ||||||||
| 120 FIFTH AVENUE SUITE 600 | NEW YORK | NY | 10011 | VICE PRESIDENT/DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $376,077 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,325,651 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $534,312 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,236,040 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,236,040 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,541 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,187,499 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $159,375 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $159,375 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,689 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,689 | TotalTaxAmt |
| Distributable Before Adj | $153,686 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $153,686 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $153,686 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,085,713 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,085,713 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $153,686 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,066,800 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,825,606 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,671,246 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,440,635 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,432,949 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,437,236 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,085,713 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $153,686 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,932,027 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,369,263 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,066,800 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,302,463 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,825,606 | ExcessFromYear4Amt |
| Excess From Year3 | $2,671,246 | ExcessFromYear3Amt |
| Excess From Year2 | $1,440,635 | ExcessFromYear2Amt |
| Excess From Year1 | $2,432,949 | ExcessFromYear1Amt |
| Excess From Current Year | $1,932,027 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ANIMAL HAVEN | ||||||||||
| 200 CENTRE ST | NEW YORK | NY | 10013 | PC | DONATION TO PROVIDE HOMES AND ABANDONED CATS AND DOGS THROUGHOUT THE TRI-STATE AREA | $65,000 | ||||
| BENNINGTON COLLEGE | ||||||||||
| 1 COLLEGE DR | BENNINGTON | VT | 05201 | PC | EDUCATIONAL | $50,000 | ||||
| BRENNAN CENTER FOR JUSTICE | ||||||||||
| 161 6TH AVENUE | NEW YORK | NY | 10013 | PC | DONATION TO REFORM, REVITALIZE, AND SUPPORT THE LAWS AND TO HELP FIGHT DEMOCRACY AND JUSTICE | $400,000 | ||||
| COMPANION ANIMAL PLACEMENT | ||||||||||
| C/O ROBIN MURPHY 51 CHESTNUT ST | RENSSELAER | NY | 12144 | PC | DONATION TO HELP RESCUE AND PLACE HOMELESS COMPANION ANIMALS IN LOVING HOMES | $275,000 | ||||
| CONSERVATION LAW FOUNDATION | ||||||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | PC | CLF PROTECTS NEW ENGLAND'S ENVIRONMENT FOR THE BENEFIT OF ALL PEOPLE | $75,000 | ||||
| DEMOCRACY NOW | ||||||||||
| 207 WEST 25TH STREET 11TH FLOOR | NEW YORK | NY | 10001 | PC | DONATION TO PRODUCE A DAILY, GLOBAL, INDEPENDENT NEWS HOUR | $10,000 | ||||
| FIRST FRIENDS | ||||||||||
| 53 HACKENSACK AVE | KEARNY | NJ | 07032 | PC | CHARITABLE | $10,000 | ||||
| FRIENDS OF LIBERTY STATE PARK | ||||||||||
| PO BOX 3407 | JERSEY CITY | NJ | 07303 | PC | CHARITABLE | $5,000 | ||||
| HACKENSACK RIVERKEEPER | ||||||||||
| 321 MAIN ST | HACKENSACK | NJ | 07601 | PC | TO HELP LOCAL, STATE, AND FEDERAL AGENCIES IDENTIFY SOURCES OF POLLUTION | $5,000 | ||||
| LIBERTY HUMANE SOCIETY | ||||||||||
| 235 JERSEY CITY BLVD | JERSEY CITY | NJ | 07305 | PC | COMMUNITY OF COMPASSION AND RESPECT AND PROVIDE ANIMALS IN NEED WITH A CHANCE AT A LIFE LONG LIVING HOME | $25,000 | ||||
| LOWER EAST SIDE ECOLOGY CENTER | ||||||||||
| PO BOX 20488 | NEW YORK | NY | 10009 | PC | DONATION TO PROVIDE UNIQUE E-WASTE AND COMPOSTING SERVICES, ENVIRONMENTAL STEWARDSHIP OPPORTUNITIES, AND EDUCATIONAL PROGRAMMING | $2,000 | ||||
| NRDC | ||||||||||
| 40 WEST 20TH ST 11TH FL | NEW YORK | NY | 10011 | PC | CHARITABLE | $200,000 | ||||
| NYNJ BAYKEEPER | ||||||||||
| 52 W FRONT ST | KEYPORT | NJ | 07735 | PC | DONATION TO HELP CONSERVE AND RESTORE THE PRODUCTIVITY OF THE HUDSON RARITAN ESTUARY | $40,000 | ||||
| PAW WARRIORS INC | ||||||||||
| 355 SPRING TIME ST | SPRING HILL | FL | 34608 | PC | DONATION TO HELP PROTECT ANIMALS | $5,000 | ||||
| PBS NEWSHOUR (WETA) | ||||||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | PC | CHARITABLE | $150,000 | ||||
| PETA | ||||||||||
| 501 FRONT STREET | NORFOLK | VA | 23510 | PC | DONATION TO ESTABLISH AND PROTECT THE RIGHTS OF ALL ANIMALS | $350,000 | ||||
| THE WILD BIRD FUND | ||||||||||
| 565 COLUMBUS AVE | NEW YORK | NY | 10024 | PC | TO PROVE MEDICAL CARE AND REHABILITATE DISTRESSED WILDLIFE ANIMALS | $15,000 | ||||
| TRUSTEES OF COLUMBIA UNIVERSITY | ||||||||||
| 535 W 116TH ST | NEW YORK | NY | 10027 | PC | DONATION TO PROVIDE STAFFING OF QUARTERLY BOARD MEETINGS, ANNUAL BOARD MEETINGS, AND ORIENTATION OF NEW TRUSTEES | $100,000 | ||||
| UPROSE INC | ||||||||||
| 462 36TH ST | BROOKLYN | NY | 11232 | PC | CHARITABLE | $20,000 | ||||
| WOMEN IN NEED INC | ||||||||||
| 115 W 31ST ST | NEW YORK | NY | 10001 | PC | CHARITABLE | $25,000 | ||||
| LOU GEHRIG LEGACY GALA | ||||||||||
| 42 BROADWAY SUITE 1724 | NEW YORK | NY | 10004 | PC | CHARITABLE | $20,000 | ||||
| BASEL ACTION NETWORK | ||||||||||
| 80 YESLER WAY SUITE 300 | SEATTLE | WA | 98104 | PC | CHARITABLE | $5,000 | ||||
| CATHOLIC CHARITIES RGV | ||||||||||
| 700 N VIRGEN DE SAN JUAN BLVD | SAN JUAN | TX | 78589 | PC | CHARITABLE | $20,000 | ||||
| CLEAN WATER ACTION | ||||||||||
| 1444 I ST NW SUITE 400 | WASHINGTON | DC | 20005 | PC | CHARITABLE | $20,000 | ||||
| DOGS AND CATS OF ANTIGUA | ||||||||||
| PC | CHARITABLE | $10,000 | EASTLIGHTFOOT DRIVE | LIGHTFOOT | ST. JOHN'S | AC | ||||
| SKYLANDS | ||||||||||
| 50 COMPTON RD | WANTAGE | NJ | 07461 | PC | CHARITABLE | $7,000 | ||||
| THE CENTER FOR RURAL ENTERPRISE AND ENVIRONMENTAL JUSTICE | ||||||||||
| 8000 MADISON BLVD SUITE D102 287 | MADISON | AL | 35758 | PC | CHARITABLE | $15,000 | ||||
| THE SATO PROJECT | ||||||||||
| 130 WATER ST | BROOKLYN | NY | 11201 | PC | CHARITABLE | $20,000 | ||||
| YOUNG PROFESSIONALS IN FOREIGN POLICY | ||||||||||
| 1440 G ST NW | WASHINGTON | DC | 20005 | PC | CHARITABLE | $140,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,084,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $434,837 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $434,899 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $434,899 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| TILLY LLC | ||||||
| 1 | 78 JOHN MILLER WAY SUITE 102 | KEARNY | NJ | 07032 | $3,600,000 | Yes (X) |
| HUGO NEU CORPORATION | ||||||
| 2 | 78 JOHN MILLER WAY SUITE 102 | KEARNY | NJ | 07032 | $200,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,260 SHARES OF AMALGAMATED BANK | $400,000 | $24,658 |
| INVESTMENT IN HIGHMORE | $500,000 | $500,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SAVANO CAPITAL PARTNERS II LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $494,866 | BookValueAmt |
| EOYFMV | $80,360 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $23,728 | $23,728 | $0 |
| FILING FEES | $250 | $0 | $250 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD BOOK ADJUSTMENT | Desc |
| Amt | $350,002 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO HUGONEU | Desc |
| BOY Book Value | $3,025 | BOYBookValueAmt |
| EOY Book Value | $3,025 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,926 | Amt |
| Net Investment Income | $1,463 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,463 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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