BETA

JOHN L NEU FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JOHN L NEU FAMILY FOUNDATION INC (EIN 13-3731089)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-10
IRS object ID
202503149349102040
Schema version
2024v5.2
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)
Return2025-11-10T12:09:36-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1175 BROADHOLLOW ROAD SUITE 250AddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133731089EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JOHN AND WENDY NEU FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone6464676700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line178 JOHN MILLER WAY 102AddressLine1Txt
CityKEARNYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07032ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWENDY K NEUPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6464676700PhoneNum
Signature2025-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHERYL POSTPreparerPersonNm
PTINP00748554PTIN
Phone5162289000PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,534,592FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,990,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$76InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$76InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$9,666NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$94,629OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$94,629OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,075,039TotalRevAndExpnssAmt
Total Net Invst Incm$94,705TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,400AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,400AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$16,440OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$16,440OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,240TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,840TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,400TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,387,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,387,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,406,490TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,840TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,388,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$331,451ExcessRevenueOverExpensesAmt
Net Investment Income$76,865NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$106,701CashBOYAmt
Cash EOY$246,241CashEOYAmt
Cash EOYFMV$246,241CashEOYFMVAmt
Corporate Stock BOY$900,000CorporateStockBOYAmt
Corporate Stock EOY$900,000CorporateStockEOYAmt
Corporate Stock EOYFMV$900,000CorporateStockEOYFMVAmt
Other Investments BOY$532,975OtherInvestmentsBOYAmt
Other Investments EOY$388,351OtherInvestmentsEOYAmt
Other Investments EOYFMV$388,351OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,539,676TotalAssetsBOYAmt
Total Assets EOY$1,534,592TotalAssetsEOYAmt
Total Assets EOYFMV$1,534,592TotalAssetsEOYFMVAmt
Other Liabilities BOY$3,025OtherLiabilitiesBOYAmt
Other Liabilities EOY$5,825OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,025TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,825TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,536,651NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,528,767NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,536,651TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,528,767TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,539,676TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,534,592TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,536,651TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$331,451ExcessRevenueOverExpensesAmt
Other Increases$400,000OtherIncreasesAmt
Subtotal$1,605,200SubtotalAmt
Other Decreases$76,433OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,528,767TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyLONG TERM CAPITAL GAIN- SAVANOPropertyDesc
How AcquiredPHowAcquiredCd
Sold2024-12-31SoldDt
Cost Or Other Basis$9,666CostOrOtherBasisAmt
Gain Or Loss-$9,666GainOrLossAmt
Gains Minus Excess Or Losses-$9,666GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$9,666CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,068InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,068SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,068TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,821EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,821TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,753OverpaymentAmt
Applied To ES Tax$1,753AppliedToESTaxAmt
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 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 AddressN/AWebsiteAddressTxt
Individual With BooksWENDY K NEUIndividualWithBooksNm
Phone6464676700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1120 FIFTH AVENUE SUITE 600AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10011ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WENDY K NEU
63 WEST 17TH STREET APT 8ANEW YORKNY10011PRESIDENT/DIRECTOR0.25$0$0$0
PETER KELMAN
120 FIFTH AVENUE SUITE 600NEW YORKNY10011TREASURER/DIRECTOR0.25$0$0$0
STEVE NISLICK
120 FIFTH AVENUE SUITE 600NEW YORKNY10011SECRETARY/DIRECTOR0.25$0$0$0
JACQUELINE KELMAN BISBEE
120 FIFTH AVENUE SUITE 600NEW YORKNY10011VICE PRESIDENT/DIRECTOR0.25$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$822,447AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$176,471AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$500,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,498,918TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,498,918AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,484CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,476,434NetVlNoncharitableAssetsAmt
Minimum Investment Return$73,822MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$73,822MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,068TaxBasedOnInvestmentIncomeAmt
Total Tax$1,068TotalTaxAmt
Distributable Before Adj$72,754DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$72,754DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$72,754DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,388,650ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,388,650QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$72,754DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,440,635ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,432,949ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,932,027ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,863,760ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,527,566ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,196,937TotalExcessDistributionCyovAmt
Qualifying Distributions$2,388,650QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$72,754AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,315,896RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$11,512,833TotalCorpusAmt
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$1,440,635ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,072,198ExcessDistriCyovToNextYrAmt
Excess From Year4$2,432,949ExcessFromYear4Amt
Excess From Year3$1,932,027ExcessFromYear3Amt
Excess From Year2$1,863,760ExcessFromYear2Amt
Excess From Year1$1,527,566ExcessFromYear1Amt
Excess From Current Year$2,315,896ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALTASEA AT THE PORT OF LOS ANGELES
2451 SIGNAL STSAN PEDROCA90731NONEPCCHARITABLE$250,000
ANIMAL HAVEN
200 CENTRE STNEW YORKNY10013NONEPCDONATION TO PROVIDE HOMES AND ABANDONED CATS AND DOGS THROUGHOUT THE TRI-STATE AREA$50,000
BRENNAN CENTER FOR JUSTICE
161 6TH AVENUENEW YORKNY10013NONEPCDONATION 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 STWEEHAWKENNJ07087NONEPCDONATION TO HELP RESCUE AND PLACE HOMELESS COMPANION ANIMALS IN LOVING HOMES$302,000
CONSERVATION LAW FOUNDATION
62 SUMMER STBOSTONMA02110NONEPCCLF PROTECTS NEW ENGLAND'S ENVIRONMENT FOR THE BENEFIT OF ALL PEOPLE$90,000
DEMOCRACY NOW
207 WEST 25TH STREET 11TH FLOORNEW YORKNY10001NONEPCDONATION TO PRODUCE A DAILY, GLOBAL,INDEPENDENT NEWS HOUR$10,000
DOGS AND CATS OF ANTIGUA
15 ROLLING LNEASTHAMMA026421931NONEPCCHARITABLE$10,000
HACKENSACK RIVERKEEPER
321 MAIN STHACKENSACKNJ07601NONEPCTO HELP LOCAL, STATE,AND FEDERAL AGENCIES IDENTIFY SOURCES OF POLLUTION$15,000
LIBERTY HUMANE SOCIETY
235 JERSEY CITY BLVDJERSEY CITYNJ07305NONEPCCOMMUNITY OF COMPASSION AND RESPECT AND PROVIDE ANIMALS IN NEED WITH A CHANCE AT A LIFE LONG LIVING HOME$20,000
NATURAL RESOURCES DEFENSE COUNCIL (NRDC)
40 WEST 20TH STREETNEW YORKNY10011NONEPCCHARITABLE$200,000
NJ PBS
PO BOX 5776ENGLEWOODNJ07631NONEPCCHARITABLE$10,000
NYNJ BAYKEEPER
52 W FRONT STKEYPORTNJ07735NONEPCCONTRIBUTION TO MITIGATE COSTS FOR UPCOMING KPIP EVENT$250
NYNJ BAYKEEPER
52 W FRONT STKEYPORTNJ07735NONEPCDONATION TO HELP CONSERVE AND RESTORE THE HUDSON RARITAN ESTUARY$100,000
PBS NEWSHOUR (WETA)
3939 CAMPBELL AVEARLINGTONVA22206NONEPCCHARITABLE$100,000
PETA
501 FRONT STREETNORFOLKVA23510NONEPCDONATION TO ESTABLISH AND PROTECT THE RIGHTS OF ALL ANIMALS$700,000
SKYLANDS
50 COMPTON RDWANTAGENJ07461NONEPCCHARITABLE$10,000
THE WILD BIRD FUND
565 COLUMBUS AVENEW YORKNY10024NONEPCTO PROVE MEDICAL CARE AND REHABILITATE DISTRESSED WILDLIFE ANIMALS$20,000
TRUSTEES OF COLUMBIA UNIVERSITY
535 W 116TH STNEW YORKNY10027NONEPCDONATION TO PROVIDE STAFFING OF QUARTERLY BOARD MEETINGS, ANNUAL BOARD MEETINGS, AND ORIENTATION OF NEW TRUSTEES$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,387,250TotalGrantOrContriPdDurYrAmt
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$76ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$94,629RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$9,666RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$76ExclusionAmt
Related Or Exempt Function Incm$84,963RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$85,039TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
7AMOUNT RELATED TO SAVANO CAPITAL PARTNERS II,LP
8CAPITAL GAIN/LOSS AMOUNT RELATED TO SAVANO CAPITAL PARTNERS II,LP

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1HUGO NEU CORPORATIONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line178 JOHN MILLER WAY SUITE 102AddressLine1Txt
CityKEARNYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07032ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,990,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,800Amt
Net Investment Income$1,400NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,400DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1,260 SHARES OF AMALGAMATED BANK$400,000$400,000
INVESTMENT IN HIGHMORE$500,000$500,000

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSAVANO CAPITAL PARTNERS II LPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$388,351BookValueAmt
EOYFMV$388,351EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPY INVESTMENT ADJUSTMENTDesc
Amt$76,433Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT SERVICE FEES$4,643$4,643$0
BANK FEES$225$225$0
FILING & REGISTRATION FEES$123$123$0
MAAGEMENT FEES$9,587$9,587$0
PROFESSIONAL FEES AND OTHER EXPENSES$1,862$1,862$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOME- SAVANODesc
Revenue And Expenses Per Books$94,629RevenueAndExpensesPerBooksAmt
Net Investment Income$94,629NetInvestmentIncomeAmt
Adjusted Net Income$94,629AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENT- DUE TO/FROM TILLY LLCDesc
Amt$400,000Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DUE TO HUGO NEU$3,025$3,025
DUE TO/FROM HNC$0$2,800

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