THE MCJ AMELIOR FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE MCJ AMELIOR FOUNDATION (EIN 22-2497895)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-13
- IRS object ID
- 202123179349100842
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-13T17:18:31-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222497895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCJ AMELIOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCJA | BusinessNameControlTxt |
| Phone | 9735409020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 SOUTH STREET 4TH FLOOR | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SHERIDAN | PersonNm |
| Person Title | VP AND SECRETARY | PersonTitleTxt |
| Phone | 9735409020 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | SHERIDAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $98,805,411 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $838 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $838 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $238,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,503,140 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,180,625 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,180,625 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,017,888 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $216 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $116,526 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,420,111 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,638,392 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $784,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $784,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $252,593 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $252,593 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $239,434 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $239,434 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $174,743 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $174,743 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $77,836 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $65,836 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $580,197 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $170,846 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $409,351 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $273,183 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $107,611 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,385 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $468,435 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $468,435 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,209 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,209 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $141,046 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $719,834 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $141,046 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,830,854 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,189,248 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,540,397 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,487,525 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,487,525 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,318,379 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,189,248 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,027,922 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$898,268 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,449,144 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $205,160 | CashBOYAmt |
| Cash EOY | $215,469 | CashEOYAmt |
| Cash EOYFMV | $215,469 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,627,265 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,785,206 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,785,206 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $47,374,395 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,209,115 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $94,756,800 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,632 | OtherAssetsBOYAmt |
| Other Assets EOY | $47,936 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $47,936 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $51,211,452 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,257,726 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $98,805,411 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $813,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,178,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $813,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,178,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $50,398,452 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $49,079,726 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,398,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,079,726 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,211,452 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,257,726 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,398,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$898,268 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $49,500,184 | SubtotalAmt |
| Other Decreases | $420,458 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,079,726 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| BROOKSIDE CAYMAN, LTD. | P | $8,794 | $8,794 | $8,794 | |
| REALIZED GAINS THRU K-1'S | P | $3,978,377 | $3,815,640 | $3,815,640 | $162,737 |
| CAPITAL GAINS DIVIDENDS | P | $193,454 | $193,454 | $193,454 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,017,888 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,843 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61,843 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61,843 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80,312 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $115,312 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $53,469 | OverpaymentAmt |
| Applied To ES Tax | $53,469 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | 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 | PKF O'CONNOR DAVIES FAMILY OFFICE | IndividualWithBooksNm |
| Phone | 9143818900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVE STE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| SUZANNE M SPERO | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | DIRECTOR/VP/EXECUTIVE DIRECTOR | 40.00 | $255,000 | $58,004 | $0 |
| CHRISTINE CHAMBERS GILFILLAN | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | DIRECTOR/PRESIDENT | 40.00 | $275,000 | $16,178 | $0 |
| CHARLES RUBIN | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | DIRECTOR | 40.00 | $160,000 | $56,959 | $0 |
| WENDY C BERRY-MCWEENY | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | DIRECTOR/CONSULTANT | 20.00 | $94,750 | $0 | $0 |
| ANTHONY J ROMANO | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | DIRECTOR/ASST. SECRETARY/TREASURER | 5.00 | $0 | $0 | $0 |
| JENNIFER G CHAMBERS MEYERS | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MERCEL P CHAMBERS MEYERS | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHAEL J CHAMBERS | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| PATRICIA A CHAMBERS | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| RAYMOND G CHAMBERS | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| TINA BROWN CHAMBERS | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| BARBARA B COLEMAN | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHAEL GILFILLAN | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHAEL GILFILLAN II | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JOHN T SHERIDAN | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | DIRECTOR | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| AARON TURNER | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | SENIOR PROGRAM OFFIC | 40.00 | $173,400 | $20,051 | $0 |
| CHARISMA C KRAMER | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | EXECUTIVE ASSISTANT | 40.00 | $70,000 | $12,717 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SIMON QUICK ADVISORS LLC | |||||
| 360 MOUNT KEMBLE AVENUE | MORRISTOWN | NJ | 07960 | INVESTMENT ADVISORY FEES | $170,846 |
| AMOROSO PANTANO PC | |||||
| 611 ROUTE 46 W SUITE 302 | HASBROUK HEIGHTS | NJ | 07604 | LEGAL | $167,773 |
| GSD URBAN SOLUTIONS LLC | |||||
| 924 WEST END AVENUE SUITE 103 | NEW YORK | NY | 10025 | CONSULTING | $100,000 |
| WENDY C BERRY-MCWEENY | |||||
| 1097 MAIN STREET | WILLIAMSTOWN | MA | 01267 | CONSULTING | $94,750 |
| TAYLOR BUONOCORE CONSULTING LLC | |||||
| PO BOX 239 | BROOKSIDE | NJ | 07926 | CONSULTING | $88,321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | 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 | $84,788,523 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,746,823 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,284 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $88,561,630 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $88,561,630 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,328,424 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $87,233,206 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,361,660 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,361,660 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,843 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,216 | IncomeTaxAmt |
| Total Tax | $65,059 | TotalTaxAmt |
| Distributable Before Adj | $4,296,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,296,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,296,601 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,027,922 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,027,922 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,027,922 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,296,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,489,034 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,674,660 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,882,478 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,108,046 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,126,277 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,280,495 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,027,922 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,296,601 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $731,321 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,011,816 | 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 | $5,489,034 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,522,782 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,674,660 | ExcessFromYear4Amt |
| Excess From Year3 | $2,882,478 | ExcessFromYear3Amt |
| Excess From Year2 | $2,108,046 | ExcessFromYear2Amt |
| Excess From Year1 | $2,126,277 | ExcessFromYear1Amt |
| Excess From Current Year | $731,321 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAYMOND G CHAMBERS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUZANNE M SPERO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 SOUTH STREET | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9735401946 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORMS OR MATERIALS REQUIRED EXCEPT FOR PROOF OF SECTION 501(C)(3) STATUS AS A PUBLICLY SUPPORTED CHARITY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES EXIST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS EXIST. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION INC | ||||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $100 | |
| BAY HEAD FIRE COMPANY NO 1 | ||||||||
| PO BOX 111 | BAY HEAD | NJ | 08742 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| BIG BROTHERS AND BIG SISTERS OF NEW YORK CITY INC | ||||||||
| 40 RECTOR STREET 11TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $6,000 | |
| BIG BROTHERS BIG SISTERS OF ESSEX HUDSON AND UNION COUNTIES NJ INC | ||||||||
| 500 BROAD STREET 2ND FL | NEWARK | NJ | 07102 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,500 | |
| BOYS AND GIRLS CLUBS OF NEWARK INC | ||||||||
| 1 AVON AVENUE | NEWARK | NJ | 07108 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $27,652 | |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC | ||||||||
| 1 PENN PLAZA SUITE 6250 | NEW YORK | NY | 10119 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,000 | |
| CALIFORNIA SHAKESPEARE THEATER | ||||||||
| 701 HEINZ AVE | BERKELEY | CA | 94710 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $15,000 | |
| CLINTON HEALTH ACCESS INITIATIVE INC | ||||||||
| 383 DORCHESTER AVE SUITE 400 | BOSTON | MA | 02127 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| COMMUNITY FOUNDATION OF NEW JERSEY | ||||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $500,500 | |
| COMMUNITY SOUP KITCHEN & OUTREACH CENTER | ||||||||
| 36 SOUTH STREET | MORRISTOWN | NJ | 07960 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| EMMANUEL CANCER FOUNDATION INC | ||||||||
| 77 BRANT AVENUE SUITE 304 | CLARK | NJ | 07066 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,500 | |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER INC | ||||||||
| 475 SOUTH STREET - 1ST FLOOR | MORRISTOWN | NJ | 07960 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| GIVEDIRECTLY INC | ||||||||
| CHURCH STREET STATION PO BOX 3221 | NEW YORK | NY | 10008 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| GRAMEEN AMERICA INC | ||||||||
| 150 WEST 30TH STREET | NEW YORK | NY | 10001 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $30,000 | |
| GREATER NEWARK CONSERVANCY INC | ||||||||
| 32 PRINCE STREET | NEWARK | NJ | 07103 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION | ||||||||
| 160 ESSEX STREET SUITE 101 | LODI | NJ | 07844 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $121,874 | |
| KENT PLACE SCHOOL | ||||||||
| 42 NORWOOD AVENUE | SUMMIT | NJ | 07901 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| KIPP NEW JERSEY A NJ NONPROFIT CORP | ||||||||
| 60 PARK PL STE 802 | NEWARK | NJ | 07102 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| LALELA PROJECT INC | ||||||||
| 5 HANOVER SQUARE SUITE 2103 | NEW YORK | NY | 10004 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| LIFE CAMP INC | ||||||||
| 310 SOUTH ST SUITE 4 | MORRISTOWN | NJ | 07960 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $4,050 | |
| LINK EDUCATION PARTNERS INC | ||||||||
| 23 PENNSYLVANIA AVENUE | NEWARK | NJ | 07114 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,500 | |
| LIV LIKE A UNICORN CORPORATION | ||||||||
| 175 TOPAZ DRIVE | FREEHOLD | NJ | 07728 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| MADISON AREA YMCA | ||||||||
| 111 KINGS ROAD | MADISON | NJ | 07940 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| MALARIA NO MORE FUND | ||||||||
| 2341 EASTLAKE AVENUE E SUITE 200 | SEATTLE | WA | 98102 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $725,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25 | |
| NEW JERSEY PERFORMING ARTS CENTER CORP | ||||||||
| 1 CENTER ST | NEWARK | NJ | 07102 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $185,500 | |
| NEW JERSEY SEEDS INC | ||||||||
| 494 BROAD STREET SUITE 105 | NEWARK | NJ | 07102 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $7,500 | |
| NEW JERSEY SYMPHONY ORCHESTRA | ||||||||
| 60 PARK PLACE 9TH FLOOR | NEWARK | NJ | 07102 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $15,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | 300 |
| NEW YORK UNIVERSITY | ||||||||
| 25 WEST 4TH STREET 4TH FLOOR | NEW YORK | NY | 10012 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| NEWARK ALLIANCE INC | ||||||||
| 60 PARK PLACE STE 604 | NEWARK | NJ | 07102 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $137,000 | |
| NEWARK BETH ISRAEL MEDICAL CENTER INC | ||||||||
| 201 LYONS AVENUE | NEWARK | NJ | 07112 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,500 | |
| NEWARK MUSEUM ASSOCIATION | ||||||||
| 49 WASHINGTON STREET | NEWARK | NJ | 07102 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $26,500 | |
| NEWARK SCHOOL OF THE ARTS INC | ||||||||
| 89 LINCOLN PARK | NEWARK | NJ | 07102 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| NJ INSTITUTE OF TECHNOLOGY FOUNDATION | ||||||||
| UNIVERSITY HEIGHTS ROOM 315 | NEWARK | NJ | 07102 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $7,500 | |
| OPPORTUNITY PROJECT INC | ||||||||
| 60 E WILLOW ST | MILLBURN | NJ | 07041 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,800 | |
| ORDER OF SAINT BENEDICT OF NJ | ||||||||
| 230 MENDHAM ROAD | MORRISTOWN | NJ | 07960 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,000 | |
| P G CHAMBERS SCHOOL INC | ||||||||
| 15 HALKO DRIVE CEDAR KNOLLS | CEDAR KNOLLS | NJ | 07927 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,150 | |
| PANZI FOUNDATION | ||||||||
| 5185 MACARTHUR BLVD NW 708 | WASHINGTON | DC | 20016 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $30,000 | |
| PECK SCHOOL | ||||||||
| 247 SOUTH ST | MORRISTOWN | NJ | 07960 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| POINTS OF LIGHT FOUNDATION | ||||||||
| 600 MEANS STREET SUITE 210 | ATLANTA | GA | 30318 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,500 | |
| PRESCHOOL ADVANTAGE INC | ||||||||
| 25 LINDSLEY DRIVE SUITE 307 | MORRISTOWN | NJ | 07960 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,500 | |
| PROJECT RENEWAL INC | ||||||||
| 200 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10014 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| PUBLIC MEDIA NJ INC | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| RENEWING HOPE INC | ||||||||
| PO BOX 386 | VALLEY FORGE | PA | 19481 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| RUTGERS UNIVERSITY FOUNDATION | ||||||||
| 335 GEORGE STREET | NEW BRUNSWICK | NJ | 08901 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $100 | |
| SAINT VINCENTS ACADEMY | ||||||||
| 228 WEST MARKET STREET | NEWARK | NJ | 07103 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $7,500 | |
| SENECA FAMILY OF AGENCIES | ||||||||
| 6925 CHABOT ROAD | OAKLAND | CA | 94618 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| SERVICE YEAR EXCHANGE INC | ||||||||
| 1400 I STREET NW SUITE 900 | WASHINGTON | DC | 20005 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $30,000 | |
| SETON HALL UNIVERSITY | ||||||||
| 400 SOUTH ORANGE AVENUE | SOUTH ORANGE | NJ | 07079 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| ST BENEDICTS PREPARATORY SCHOOL | ||||||||
| 520 DR MARTIN LUTHER KING JRBLVD | NEWARK | NJ | 07102 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50 | |
| SUMMIT SPEECH SCHOOL | ||||||||
| 705 CENTRAL AVE | PROVIDENCE | NJ | 07974 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $15,000 | |
| THE BLOOMSBURG UNIVERSITY FOUNDATION INC | ||||||||
| 50 E MAIN ST | BLOOMSBURG | PA | 17815 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $100 | |
| THE CHICAGO COMMUNITY FOUNDATION | ||||||||
| 225 N MICHIGAN AVE SUITE 2200 | CHICAGO | IL | 60601 | N/A | PC | FOR GENERAL OPERATING SUPPORT (TAMMI GEORGI FUND) | $10,000 | |
| THE PENNSYLVANIA STATE UNIVERSITY | ||||||||
| 201 OLD MAIN UNIVERSITY PARK | UNIVERSITY PARK | PA | 16802 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $59,269 | |
| THE SALVATION ARMY-NEWARK AREA SERVICES | ||||||||
| 45 CENTRAL AVENUE | NEWARK | NJ | 07102 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $17,625 | |
| THE WOMENS PROJECT & PRODUCTIONS INC | ||||||||
| WP THEATER 55 WEST END AVENUE | NEW YORK | NY | 10023 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $15,000 | |
| TOGETHER RISING | ||||||||
| 800 WEST BROAD STREET 6409 | FALLS CHURCH | VA | 22040 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| UNITED WAY OF NORTHERN NEW JERSEY INC | ||||||||
| 222 RIDGEDALE AVENUE | CEDAR KNOLLS | NJ | 07927 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $6,000 | |
| UNIVERSITY OF RICHMOND | ||||||||
| 28 WESTHAMPTON WAY UNIVERSITY OF | RICHMOND | VA | 23173 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $15,000 | RICHMOND |
| URBAN LEAGUE OF ESSEX COUNTY | ||||||||
| 508 CENTRAL AVENUE | NEAWARK | NJ | 07107 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,500 | |
| VISITING NURSE ASSOCIATION OF NORTHERN NEW JERSEY INC | ||||||||
| NEW JERSEY INC 175 SOUTH STREET | MORRISTOWN | NJ | 07960 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,500 | |
| VITAL VOICES GLOBAL PARTNERSHIP INC | ||||||||
| 1625 MASSACHUSETTS AVE NW STE 300 | WASHINGTON | DC | 20036 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| WASHINGTON HUMANE SOCIETY | ||||||||
| 71 OGLETHORPE ST | WASHINGTON | DC | 20011 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $100 | |
| WEST SIDE DEVELOPMENT CORP | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $120,000 | |
| WEST SIDE HIGH SCHOOL ALUMNI ASSOCIATION | ||||||||
| 75 VASSAR AVENUE | NEWARK | NJ | 07112 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,882 | |
| WEST SIDE HIGH SCHOOL ALUMNI ASSOCIATION | ||||||||
| 75 VASSAR AVENUE | NEWARK | NJ | 07112 | N/A | PC | PURCHASE OF LAP TOP COMPUTERS FOR WSHS | $45,748 | |
| WHARTON INSTITUTE FOR THE PERFORMING ARTS | ||||||||
| 60 LOCUST AVENUE | BERKELY HEIGHTS | NJ | 07922 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $3,000 | |
| YAMBA MALAWI INC | ||||||||
| 45 MAIN ST STE 518 | BROOKLYN | NY | 11201 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,487,525 | 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 | $838 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $39,799 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $198,633 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $216 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,809 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,174,816 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PARTNERSHIP INCOME | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $155,010 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$155,010 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $200,618 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,219,493 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,420,111 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PKF O'CONNOR DAVIES, LLP | CategoryTxt |
| Amt | $77,836 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $65,836 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST SIDE DEVELOPMENT CORP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 SOUTH STREET 4TH FLOOR | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-01-02 | GrantDt |
| Grant | $120,000 | GrantAmt |
| Purpose Of Grant | FOR GENERAL OPERATING SUPPORT | PurposeOfGrantTxt |
| Expended By Grantee | $120,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO DIVERSION OF FUNDS BY GRANTEE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 01/02/20, 06/02/20, 11/24/20 | DatesOfReportsByGranteeTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (57 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| (LCLP) LONE CASCADE LP | AT COST | $1 | $8,002,587 |
| (VACILP-II) VALUEACT CAPITAL INTERNATIONAL II, LP | AT COST | $5,000,000 | $6,274,383 |
| (FTHSX) FULLER & THALER BEHV SMALL CAP EQTY INSTL | AT COST | $1,487,163 | $1,741,456 |
| (SMID) SELECT EQUITY GROUP SMID | AT COST | $2,002,788 | $2,593,110 |
| (RIDE) TRUVVO INTERNATIONAL DEVELOPED EQUITY LP | AT COST | $0 | $10,348,107 |
| (VPLLP) VITRUVIAN PARTNERS LLP | AT COST | $338,849 | $458,242 |
| (EAET) EDGBASTON ASIAN EQUITY TRUST | AT COST | $230,073 | $0 |
| (ODVIX) INVESCO OPPENHEIMER DEVELOPING MRKTS RKTS R6 | AT COST | $1,506,644 | $1,917,561 |
| (RIPOL) RIVERNORTH INSTITUTIONAL PARTNERS OFFSHORE, LTD. | AT COST | $1,000,000 | $1,090,386 |
| (BRMSX) BRAMSHILL INCOME PERF FUND INSTITUTIONAL | AT COST | $3,227,200 | $3,427,636 |
| (AQ) APERIO QUALITY | AT COST | $4,771,163 | $4,925,360 |
| (EGF) EDGEWOOD GROWTH FUND | AT COST | $2,696,541 | $3,533,047 |
| (AMIOFQPL) ARROWMARK INCOME OPPORTUNITY FUND QP, LTD. | AT COST | $3,452,064 | $3,855,492 |
| (LCDR) LONE CEDAR | AT COST | $0 | $6,888,753 |
| (BCL) BROOKSIDE CAYMAN LTD | AT COST | $0 | $7,812 |
| (DKIF) DAVIDSON KEMPNER INST. FUND | AT COST | $0 | $5,254,184 |
| (EPOF) ETON PARK OVERSEAS FUND | AT COST | $2 | $3,130 |
| (GLOF) GOVERNORS LANE OFFSHORE FUND | AT COST | $168,123 | $0 |
| (GCPI12LP) GOLUB CAPITAL PARTNERS INTERNATIONAL 12, L.P. | AT COST | $2,358,690 | $2,500,000 |
| (RICB) RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC - SERIES B | AT COST | $5,000,000 | $4,085,853 |
| (VCLP-IV) VESTAR CAPITAL IV LP | AT COST | $574,842 | $33,646 |
| (VALP-V) VESTAR ASSOCIATES V LP | AT COST | $1 | $102,101 |
| (ACLP-II) AISLING CAPITAL II LP | AT COST | $153,581 | $58,589 |
| (ACLP-III) AISLING CAPITAL III LP | AT COST | $1 | $14,513 |
| (AACPTEIVLP) AACP TAX EXEMPT INVESTORS V, L.P. | AT COST | $242,882 | $247,146 |
| (TCHSRILP) TRIPOST CAPITAL HSR INVESTMENTS, LP | AT COST | $56,792 | $180,296 |
| (MVFVII) MADRONA VENTURE FUND VII, L.P. | AT COST | $265,500 | $487,762 |
| (OVIILP) OBVIOUS VENTURES II, LP | AT COST | $455,000 | $579,897 |
| (CVLP) CASTLELAKE V, L.P. | AT COST | $735,293 | $916,274 |
| (PGEFIILP) PWP GROWTH EQUITY FUND II B LP | AT COST | $800,204 | $802,030 |
| (AACVLP) ASIA ALTERNATIVES DELAWARE V, LP | AT COST | $23,730 | $26,866 |
| (OCMOF-VIIB) OCM OPPORTUNITIES FUND VIIB LP | AT COST | $1 | $9,532 |
| (OOFLP-VIII) OAKTREE OPP FUND VIII LP | AT COST | $1 | $40,212 |
| (OCMOF-VIIIB) OCM OPPORTUNITIES FUND VIIIB | AT COST | $60,457 | $1,049,183 |
| (OOFLP-IX) OAKTREE OPP FUND IX LP | AT COST | $2,299,730 | $3,400,681 |
| (LVLLC-IV) LEGACY VENTURE IV LLC | AT COST | $1 | $3,055,871 |
| (LVLLC-V) LEGACY VENTURE V (QP), LLC | AT COST | $1 | $2,509,687 |
| (LVLLC-VIII) LEGACY VENTURE VIII LLC | AT COST | $805,223 | $1,055,227 |
| (NVPFII) NEWARK VENTURE PARTNERS FUND II, LP | AT COST | $180,957 | $160,025 |
| (FTPLP) FIA TIMBER PARTNERS LP | AT COST | $1 | $272 |
| (BGEDF) BLCKRCK GLBL ENERGY DYNAMIC FD | AT COST | $70,192 | $109,999 |
| (LSPEP-I) LS POWER EQUITY PARTNERS I PIE | AT COST | $210,463 | $0 |
| (LSPEP-II) LS POWER EQUITY PARTNERS II PIE | AT COST | $26,011 | $40,714 |
| (CCNR-VI) COMMONFUND CAP NATURAL RSRCS VI | AT COST | $136,780 | $51,152 |
| (CC) COMMONFUND CAPITAL VII | AT COST | $663,355 | $346,235 |
| (CCNR-VIII) COMMONFUND CAP NTRL RSRCS VIII | AT COST | $1,052,024 | $601,857 |
| (CCNR-IX) COMMONFUND CAP NTRL RSRCS IX | AT COST | $1,328,261 | $1,318,290 |
| (ACAL) AETOS CAPITAL ASIA II LTD | AT COST | $1,148,399 | $44,974 |
| (APC 2015) ACACIA PROPERTY CORPORATION 2015 | AT COST | $264,432 | $426,755 |
| (APC 2017) ACACIA PROPERTY CORPORATION 2017 | AT COST | $270,000 | $303,482 |
| (MRCDFIVLP) MADISON REALTY CAPITAL DEBT FUND IV LP | AT COST | $282,871 | $398,783 |
| (SFFRFLP-III) SFF REALTY FUND III, LP | AT COST | $97,379 | $123,518 |
| (BTAFLP) BRAIN TRUST ACCELERATOR FUND LP | AT COST | $1 | $1 |
| (BSCI) BRAINSCOPE PREFERRED | AT COST | $0 | $60,000 |
| (WSPLP) WALLER-SUTTON PARTNERS LP | AT COST | $121,681 | $0 |
| (IGCFFIII) INSOLVE GLOBAL CREDIT FEEDER FUND III, LP | AT COST | $643,766 | $941,174 |
| (RCPLP) RESERVOIR CAPITAL PTRS LP | AT COST | $1 | $8,352,957 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NUKK-FREEMAN & CERRA PC | $4,750 | $0 | $4,750 |
| CHIESA SHAHINIAN & GIANTOMASI PC | $2,220 | $0 | $2,220 |
| AMOROSO PANTANO, PC | $167,773 | $0 | $167,773 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTIONS RECEIVABLE | Desc |
| BOY Book Value | $4,632 | BOYBookValueAmt |
| EOY Book Value | $47,936 | EOYBookValueAmt |
| EOYFMV | $47,936 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TAX PROVISION FOR EXCISE TAX | $365,000 |
| PARTNERSHIP BASIS ADJUSTMENT | $55,458 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING AND MARKETING | $55,173 | $0 | $55,173 |
| CLEANING SERVICE | $26,924 | $0 | $26,924 |
| SECURITY EXPENSE | $10,055 | $0 | $10,055 |
| OFFICE EXPENSE | $3,326 | $0 | $3,326 |
| INSURANCE | $14,760 | $0 | $14,760 |
| DUES AND SUBSCRIPTIONS | $7,823 | $0 | $7,823 |
| POSTAGE | $1,004 | $0 | $1,004 |
| TELEPHONE | $20,247 | $0 | $20,247 |
| PAYROLL PROCESSING FEES | $1,113 | $0 | $1,113 |
| FILING FEES | $621 | $0 | $621 |
| PARTNERSHIP EXPENSES THRU K-1'S | $0 | $719,834 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $216 | $216 | $216 |
| OTHER INVESTMENT INCOME THRU K-1'S | $0 | $116,310 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $643,000 | $903,000 |
| UNRELATED BUSINESS INCOME TAX PAYABLE | $170,000 | $275,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SIMON QUICK ADVISORS LLC | $170,846 | $170,846 | $0 |
| PROGRAM AND OTHER CONSULTANTS | $365,996 | $0 | $365,996 |
| MANAGEMENT CONSULTANTS | $30,940 | $0 | $30,940 |
| COMPUTER CONSULTANTS | $12,415 | $0 | $12,415 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $107,611 | $0 | $0 |
| FOREIGN TAXES PAID THRU K-1'S | $0 | $25,385 | $0 |
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