FORMAN S ACTON EDUCATIONAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FORMAN S ACTON EDUCATIONAL FOUNDATION (EIN 47-1997891)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349103303
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees 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 | 2025-11-17T11:12:55-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223271712 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCADIEN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7648 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085437648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471997891 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FORMAN S ACTON EDUCATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORM | BusinessNameControlTxt |
| Phone | 8444367626 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 181 | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08079 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KORTNEY SWANSON DAVIS | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8444367626 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW MULLINS CPA | PreparerPersonNm |
| PTIN | P02296867 | PTIN |
| Phone | 6096899700 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,988,556 | 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 | $206 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $344,808 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $90,948 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $468,159 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,641,096 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $272,229 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $138,507 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,098,600 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,870,757 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,183,796 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $428,663 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,335 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $410,328 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $245,270 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $245,270 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $84,721 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $84,721 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $994 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $994 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,562 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,141 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,421 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $140,879 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $348,683 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,104 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $119,152 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $57,359 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,877 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $55,798 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $79,958 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $79,958 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $137,928 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,127 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $134,801 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,200,334 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $497,315 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,077,395 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,235,798 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,235,798 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,436,132 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $497,315 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,313,193 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,434,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,686,481 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $270,552 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $662,829 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $662,829 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $37,279,440 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $38,325,727 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,325,727 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $37,549,992 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,988,556 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,988,556 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,183 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $14,258 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $136 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,319 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,258 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $37,539,673 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $38,974,298 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,539,673 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,974,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,549,992 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,988,556 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,539,673 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,434,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $38,974,298 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,974,298 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| OTHER CONTRACTS AND STRADDLES K-1 FLOWTHROUGH | P | 2023-12-31 | 2024-12-31 | $153,619 | $153,619 |
| CF CREDIT SERIES - CAP GAIN DISTRIBUTIONS - K-1 | P | 2023-12-31 | 2024-12-31 | -$80,073 | -$80,073 |
| CF REIT PORTFOLIO - CAP GAIN DISTRIBUTIONS - K-1 | P | 2023-12-31 | 2024-12-31 | -$1,450 | -$1,450 |
| CF STRATEGIC SOLUTIONS GLOBAL EQUITY LLC - CAP GAIN DISTRIBUTIONS - K-1 | P | 2023-12-31 | 2024-12-31 | $264,935 | $264,935 |
| COMMONFUND PRIVATE CREDIT FUND II LP - CAP GAIN DISTRIBUTIONS - K-1 | P | 2023-12-31 | 2024-12-31 | -$2,671 | -$2,671 |
| COMMONFUND PRIVATE CREDIT FUND III LP - CAP GAIN DISTRIBUTIONS - K-1 | P | 2023-12-31 | 2024-12-31 | $22 | $22 |
| SECONDARY PARTNERS III - CAP GAIN DISTRIBUTIONS - K-1 | P | 2023-12-31 | 2024-12-31 | $38,776 | $38,776 |
| SECONDARY PARTNERS IV - CAP GAIN DISTRIBUTIONS - K-1 | P | 2023-12-31 | 2024-12-31 | $7,282 | $7,282 |
| ENVIRONMENTAL SUSTAINABILITY PARTNERS 2020 - CAP GAIN DISTRIBUTIONS - K-1 | P | 2023-12-31 | 2024-12-31 | $3,091 | $3,091 |
| COMMONFUND CAPITAL VENTURE PARTNERS XIV, L.P. - CAP GAIN DISTRIBUTIONS - K-1 | P | 2023-12-31 | 2024-12-31 | $4,625 | $4,625 |
| CCI-OCIO GLOBAL PRIVATE EQUITY FUND IV - CAP GAIN DISTRIBUTIONS - K-1 | P | 2023-12-31 | 2024-12-31 | $1,844 | $1,844 |
| CCI-OCIO GLOBAL PRIVATE EQUITY FUND V - CAP GAIN DISTRIBUTIONS - K-1 | P | 2023-12-31 | 2024-12-31 | $27 | $27 |
| CFI HIGH QUALITY BOND FUND, LLC - CAP GAIN DISTRIBUTIONS - K-1 | P | 2023-12-31 | 2024-12-31 | -$119,970 | -$119,970 |
| COMMONFUND REAL ESTATE OPPORTUNITY FD II | P | 2023-12-31 | 2024-12-31 | $2,137 | $2,137 |
| CF CAPITAL NATURAL RESOURCES PARTNERS XII LP | P | 2023-12-31 | 2024-12-31 | $35 | $35 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $272,229 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,442 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,442 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,442 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $135,200 | 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 | $135,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $111,758 | OverpaymentAmt |
| Applied To ES Tax | $111,758 | 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 | 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 | WWW.FORMANSCHOLARS.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FORMAN S ACTON EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8444367626 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 E BROADWAY | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08079 | 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 | 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 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| LAURENCE VAN METER | ||||||||
| 205 E BROADWAY | SALEM | NJ | 08079 | EMERITUS TRUSTEE | 2.00 | $0 | $0 | $0 |
| KORTNEY SWANSON DAVIS | ||||||||
| 205 E BROADWAY | SALEM | NJ | 08079 | PRESIDENT & COO | 40.00 | $258,703 | $9,700 | $884 |
| DARRELL EDMONDS | ||||||||
| 205 E BROADWAY | SALEM | NJ | 08079 | CHAIR (6/22 - PRESENT) | 2.00 | $0 | $0 | $0 |
| JANELLE ALEXANDER | ||||||||
| 205 E BROADWAY | SALEM | NJ | 08079 | SECRETARY | 2.00 | $0 | $0 | $0 |
| STEVE BURNS | ||||||||
| 205 E BROADWAY | SALEM | NJ | 08079 | TREASURER | 2.00 | $0 | $0 | $0 |
| EVELYN CAMPBELL | ||||||||
| 205 E BROADWAY | SALEM | NJ | 08079 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JACKIE EDWARDS | ||||||||
| 205 E BROADWAY | SALEM | NJ | 08079 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| STEVE WADDINGTON | ||||||||
| 205 E BROADWAY | SALEM | NJ | 08079 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MIKE GORMAN | ||||||||
| 205 E BROADWAY | SALEM | NJ | 08079 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MELISSA LITWIN | ||||||||
| 205 E BROADWAY | SALEM | NJ | 08079 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JOHN MULHORN | ||||||||
| 205 E BROADWAY | SALEM | NJ | 08079 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RICK WILSON | ||||||||
| 205 E BROADWAY | SALEM | NJ | 08079 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KIMBERLY SMITH | ||||||||
| 205 E BROADWAY | SALEM | NJ | 08079 | SCHOLARSHIP DIRECTOR | 40.00 | $140,000 | $5,600 | $14,327 |
| JASMIN MCMILLON | ||||||||
| 205 E BROADWAY | SALEM | NJ | 08079 | ACORN FUND ENROLLMEN | 40.00 | $94,481 | $3,779 | $808 |
| KEATH GERALD | ||||||||
| 205 E BROADWAY | SALEM | NJ | 08079 | ACORN SCHOLAR ENGAGE | 40.00 | $92,558 | $3,702 | $700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMONFUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5493 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTANTS | ServiceTypeTxt |
| Compensation | $93,775 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $38,312,416 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $301,296 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,613,712 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,613,712 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $579,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,034,506 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,901,725 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,901,725 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,442 | TotalTaxAmt |
| Distributable Before Adj | $1,878,283 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,878,283 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,878,283 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,313,193 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,313,193 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,878,283 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $999,141 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $999,141 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,313,193 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,878,283 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $434,910 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,434,051 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,434,051 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $999,141 | ExcessFromYear1Amt |
| Excess From Current Year | $434,910 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Recipient Email AddressRecipientEmailAddressTxt | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|---|
| KORTNEY SWANSON-DAVIS | ||||||||
| VIA EMAIL | SALEM | NJ | 08079 | 8444367626 | KORTNEY@FORMANSCHOLARS.ORG | THE FOUNDATION REQUIRES THE GRANTEE TO COMPLETE A GRANT APPLICATION ON A FORM PROVIDED BY THE FOUNDATION. THE GRANT APPLICATION REQUIRES THE GRANTEE TO IDENTIFY THE PURPOSES OF THE GRANT, THE PROBLEM IT IS MEANT TO ADDRESS, THE RESEARCH SUGGESTING THE GRANT WILL BE SUCCESSFUL IN ADDRESSING THE PROBLEM AND THE INDICATORS TO BE STUDIED TO DEMONSTRATE SUCCESS. THE APPLICATION CAN BE SUBMITTED TO GRANTS@FORMANSCHOLARS.ORG. | SUBMISSION DEADLINES MAY BE ESTABLISHED. | ALL SCHOLARSHIPS ARE PAID DIRECTLY TO THE COLLEGE TO THE ACCOUNT OF THE STUDENT TO BE USED ONLY FOR THE COST OF ATTENDANCE AS ESTABLISHED BY THE COLLEGE AND ARE REQUIRED TO BE THE LAST DOLLARS THAT DO NOT REPLACE OTHER FINANCIAL AID AWARDS PROVIDED TO THE STUDENT. |
| KIMBERLY SMITH | ||||||||
| VIA EMAIL | SALEM | NJ | 08079 | 8444367626 | KIM@FORMANSCHOLARS.ORG | SCHOLARSHIP APPLICANTS CAN APPLY ONLINE AT OUR PORTAL AT HTTPS://FORMANSCHOLARS.COMMUNITYFORCE.COM/LOGIN.ASPX | SCHOLARSHIP DEADLINES ARE DEPENDENT ON THE TYPE OF SCHOLARSHIP. SEE PORTAL REFERENCED ABOVE. | ALL SCHOLARSHIPS ARE PAID DIRECTLY TO THE COLLEGE TO THE ACCOUNT OF THE STUDENT AND ARE REQUIRED TO BE LAST DOLLARS THAT DO NOT REPLACE OTHER FINANCIAL AID AWARDS PROVIDED TO THE STUDENT. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALVERNIA UNIVERSITY | |||||||
| 400 SAINT BERNARDINE ST | READING | PA | 19607 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $1,117 | |
| AMAZON | |||||||
| 440 TERRY AVE N | SEATTLE | WA | 98109 | PC | THIS GRANT IS AWARDED TO A STUDENT FOR COMPUTERS AND OTHER COLLEGE ACADEMIC MATERIALS. | $2,540 | |
| APPLE | |||||||
| ONE APPLE PARK WAY | CUPERTINO | CA | 95014 | PC | THIS GRANT IS AWARDED TO A STUDENT FOR COMPUTERS AND OTHER COLLEGE ACADEMIC MATERIALS. | $8,073 | |
| BEST BUY | |||||||
| 7601 PENN AVE S | RICHFIELD | MN | 55423 | PC | THIS GRANT IS AWARDED TO A STUDENT FOR COMPUTERS AND OTHER COLLEGE ACADEMIC MATERIALS. | $1,418 | |
| BLOOMSBURG UNIVERSITY | |||||||
| 400 E 2ND STREET | BLOOMSBURG | PA | 17815 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $6,792 | |
| BOWIE STATE UNIVERSITY | |||||||
| 14000 JERICHO PARK RD | BOWIE | MD | 20715 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $515 | |
| CENGAGE LEARNING | |||||||
| 200 PIER 4 BLVD STE 400 | BOSTON | MA | 02210 | PC | THIS GRANT IS AWARDED TO A STUDENT FOR COMPUTERS AND OTHER COLLEGE ACADEMIC MATERIALS. | $110 | |
| COLLEGE RETENTION FUND | |||||||
| PO BOX 181 | SALEM | NJ | 08079 | PC | THIS GRANT IS AWARDED TO HELP CURRENT COLLEGE STUDENTS STAY IN SCHOOL AND FINISH THEIR DEGREE. STUDENTS MUST BE ELIGIBLE AND HAVE A 2.5 GPA TO QUALIFY. | $18,280 | |
| COMMUNITY FOUNDATION OF SOUTH JERSEY | |||||||
| 14 KINGS HIGHWAY SUITE 102 | HADDONFIELD | NJ | 08033 | PC | GRANT TO THE ACORN FUND ACCOUNTS FOR THE COLLEGE SAVINGS PROGRAM | $669,050 | |
| COPPIN STATE UNIVERSITY | |||||||
| 2500 W NORTH AVE | BALTIMORE | MD | 21216 | PC | THIS GRANT IS AWARDED TO HELP CURRENT COLLEGE STUDENTS STAY IN SCHOOL AND FINISH THEIR DEGREE. STUDENTS MUST BE ELIGIBLE AND HAVE A 2.5 GPA TO QUALIFY. | $300 | |
| DELAWARE STATE UNIVERSITY | |||||||
| 1200 N DUPONT HWY | DOVER | DE | 19901 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $700 | |
| DREW UNIVERSITY | |||||||
| 36 MADISON AVENUE | MADISON | NJ | 07940 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $16,195 | |
| EASTERN UNIVERSITY | |||||||
| 1300 EAGLE RD | ST DAVIDS | PA | 19087 | PC | THIS GRANT IS AWARDED TO HELP CURRENT COLLEGE STUDENTS STAY IN SCHOOL AND FINISH THEIR DEGREE. STUDENTS MUST BE ELIGIBLE AND HAVE A 2.5 GPA TO QUALIFY. | $350 | |
| EDINUMEN ONLINE BOOK | |||||||
| 1001 BRICKELL BAY DR STE 2700 | MIAMI | FL | 33131 | PC | THIS GRANT IS AWARDED TO A STUDENT FOR COMPUTERS AND OTHER COLLEGE ACADEMIC MATERIALS. | $56 | |
| EDUCATION TESTING SERVICES | |||||||
| ROSEDALE ROAD MAIL STOP 15-L | PRINCETON | NJ | 08541 | PC | THIS GRANT IS AWARDED TO A STUDENT FOR COMPUTERS AND OTHER COLLEGE ACADEMIC MATERIALS. | $161 | |
| ELIZABETH CITY STATE UNIVERSITY | |||||||
| 1704 WEEKSVILLE RD | ELIZABETH CITY | NC | 27909 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $325 | |
| ELIZABETHTOWN COLLEGE | |||||||
| 1 ALPHA DRIVE | ELIZABETHTOWN | PA | 17022 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $18,750 | |
| EMBRY-RIDDLE AERONAUTICAL UNIVERSITY | |||||||
| TOMCAT ANNEX 260 1 AEROSPACE | DAYTONA BEACH | FL | 32114 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $9,875 | BOULEVARD |
| FAIRLEIGH DICKINSON UNIVERSITY | |||||||
| 285 MADISON AVENUE | MADISON | NJ | 07940 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $6,525 | |
| FRANKLIN & MARSHALL COLLEGE | |||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $6,372 | |
| FROSTBURG STATE UNIVERSITY | |||||||
| 101 BRADDOCK ROAD | FROSTBURG | MD | 21532 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $10,680 | |
| GATEWAY COMMUNITY ACTION PARTNERSHIP | |||||||
| 320 HOLLOWBROOK DR | EWING | NJ | 08638 | PC | GRANT FOR COMMUNITY BASED PROGRAM TO SEND STUDENTS ON COLLEGE TOUR. | $10,925 | |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $724 | |
| GOLDEY-BEACON COLLEGE | |||||||
| 4701 LIMESTONE RD | WILMINGTON | DE | 19808 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $100 | |
| HARVARD BUSINESS EDUCATION | |||||||
| 1350 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | PC | THIS GRANT IS AWARDED TO A STUDENT FOR COMPUTERS AND OTHER COLLEGE ACADEMIC MATERIALS. | $105 | |
| HOBART AND WILLIAM SMITH COLLEGES | |||||||
| PO BOX 5211 | BINGHAMTON | NY | 13902 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $12,500 | |
| KEAN UNIVERSITY | |||||||
| 1000 MORRIS AVE | UNION | NJ | 07083 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $345 | |
| LINCOLN UNIVERSITY | |||||||
| 1570 BALTIMORE PIKE | LINCOLN UNIVERSITY | PA | 19352 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $11,642 | |
| MACMILLAN BOOKS | |||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | PC | THIS GRANT IS AWARDED TO A STUDENT FOR COMPUTERS AND OTHER COLLEGE ACADEMIC MATERIALS. | $109 | |
| MCGRAW HILL BOOKS | |||||||
| 8787 ORION PLACE | COLUMBUS | OH | 43240 | PC | THIS GRANT IS AWARDED TO A STUDENT FOR COMPUTERS AND OTHER COLLEGE ACADEMIC MATERIALS. | $640 | |
| MONTCLAIR UNIVERSITY | |||||||
| 1 NORMAL AVENUE | MONTCLAIR | NJ | 07043 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $5,942 | |
| MORGAN STATE UNIVERSITY | |||||||
| 1700 E COLD SPRING LN | BALTIMORE | MD | 21251 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $4,993 | |
| NELNET (FEDERAL STUDENT AID) | |||||||
| 121 S 13TH ST STE 301 | LINCOLN | NE | 68508 | PC | THIS GRANT IS AWARDED TO PAY OFF STUDENT LOAN. | $9,842 | |
| NORTH CAROLINA A&T UNIVERSITY | |||||||
| 1601 E MARKET ST | GREENSBORO | NC | 27411 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $225 | |
| ONE VILLAGE ALLIANCE | |||||||
| 75 WESTSIDE COURT | SALEM | NJ | 08079 | PC | GRANT TO PROVIDE FUNDING FOR ONE VILLAGE ALLIANCE WHO FOSTERS A COMMUNITY-BASED, PEOPLE-FUELED APPROACH WITH A MISSION TO UPLIFT CHILDREN AND THEIR FAMILIES ON A HOLISTIC JOURNEY TOWARD EXCELLENCE THROUGH EDUCATION, ENTREPRENEURSHIP AND THE ARTS. | $25,000 | |
| PEARSON EDUCATION | |||||||
| 330 HUDSON ST | NEW YORK | NY | 07030 | PC | THIS GRANT IS AWARDED TO A STUDENT FOR COMPUTERS AND OTHER COLLEGE ACADEMIC MATERIALS. | $224 | |
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||
| 25 LOMB MEMORIAL DRIVE ROCHESTER | ROCHESTER | NY | 14623 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $11,445 | |
| ROWAN UNIVERSITY | |||||||
| 201 MULLICA HILL ROAD | GLASSBORO | NJ | 08028 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $63,532 | |
| RUTGERS UNIVERSITY | |||||||
| 10 SEMINARY PLACE | NEW BRUNSWICK | NJ | 08901 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $19,909 | |
| SAINT JOSEPH'S UNIVERSITY | |||||||
| 5600 CITY AVE | PHILADELPHIA | PA | 19131 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $10,367 | |
| SALEM COMMUNITY COLLEGE | |||||||
| 460 HOLLYWOOD AVE | CARNEYS POINT | NJ | 08069 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION AND A COMMUNITY GRANT TO FUND THE DUAL CREDIT PROGRAM FOR SALEM HIGH SCHOOL STUDENTS. | $87,958 | |
| STOCKTON UNIVERSITY | |||||||
| 101 VERA KING PARIS DR | GALLOWAY | NJ | 08205 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $47,099 | |
| STONEHILL COLLEGE | |||||||
| 320 WASHINGTON STREET | NORTH EASTON | MA | 02357 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $12,500 | |
| SWARTHMORE COLLEGE | |||||||
| 500 COLLEGE AVE | SWARTHMORE | PA | 19081 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $1,488 | |
| THE COLLEGE OF NEW JERSEY | |||||||
| OFFICE OF STUDENT ACCOUNTS PO BOX | EWING | NJ | 08628 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $51,115 | 7718 EWING |
| THOMAS JEFFERSON UNIVERSITY | |||||||
| 1101 MARKET STREET 29TH FLOOR | PHILADELPHIA | PA | 19107 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $13,331 | |
| TOWSON UNIVERSITY | |||||||
| 800 YORK ROAD | TOWSON | MD | 21252 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $5,844 | |
| TUSKEGEE UNIVERSITY | |||||||
| 1200 W MONTGOMERY ROAD | TUSKEGEE | AL | 36088 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $11,941 | |
| UNIVERSITY OF DELAWARE | |||||||
| 210 S COLLEGE AVENUE | NEWARK | DE | 19716 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $6,750 | |
| UNIVERSITY OF MINNESTOTA | |||||||
| 202 MORRILL HALL | MINNEAPOLIS | MN | 55455 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $411 | |
| UNIVERSITY OF NEW HAVEN | |||||||
| 300 BOSTON POST RD | WEST HAVEN | CT | 06516 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $200 | |
| UNIVERSITY OF PITTSBURGH | |||||||
| PO BOX 643092 | PITTSBURGH | PA | 15264 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $12,500 | |
| UNIVERSITY OF TAMPA | |||||||
| 401 W KENNEDY BLVD BOX L | TAMPA | FL | 33606 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $6,250 | |
| VASSAR COLLEGE | |||||||
| 124 RAYMOND AVENUE | POUGHKEEPSIE | NY | 12604 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $3,321 | |
| WIDENER UNIVERSITY | |||||||
| ONE UNIVERSITY PL | CHESTER | PA | 19013 | PC | THE SCHOLARSHIP IS AWARDED TO A STUDENT VIA THE UNIVERSITY TO PURSUE HIGHER EDUCATION. | $5,999 | |
| WILEY UNIVERSITY | |||||||
| 711 WILEY AVENUE | MARSHALL | TX | 75670 | PC | THIS GRANT IS AWARDED TO A STUDENT TO PAY COLLEGE DEPOSIT. | $163 | |
| Y-KNOT INC | |||||||
| 6178 OXON HILL RD SUITE 300 | OXON HILL | MD | 20745 | PC | THIS GRANT IS AWARDED FOR COMMUNITY BASED PROGRAM TO SEND STUDENTS ON COLLEGE TOUR. | $2,175 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,235,798 | 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 | $206 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,948 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $138,507 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,641,096 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,870,757 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,870,757 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,562 | Amt |
| Net Investment Income | $6,141 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,421 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CF CREDIT SERIES | FMV | $2,048,016 | $2,048,016 |
| CF REIT PORTFOLIO, LLC | FMV | $1,501,570 | $1,501,570 |
| CF STRATEGIC SOLUTIONS GLOBAL EQUITY LLC | FMV | $18,495,956 | $18,495,956 |
| COMMONFUND PRIVATE CREDIT FUND II, L.P. | FMV | $577,241 | $577,241 |
| GLOBAL ABSOLUTE ALPHA COMPANY D | FMV | $4,057,704 | $4,057,704 |
| SECONDARY PARTNERS III | FMV | $800,988 | $800,988 |
| STRATEGIC SOLUTIONS CORE REAL ESTATE FD. | FMV | $1,229,098 | $1,229,098 |
| CFI HIGH QUALITY BOND FUND, LLC | FMV | $2,587,093 | $2,587,093 |
| CCI-OCIO GLOBAL PRIVATE EQUITY FUND IV | FMV | $826,139 | $826,139 |
| VENTURE PARTNERS XIV | FMV | $545,680 | $545,680 |
| ENVIRONMENTAL SUSTAINABILITY PARTNERS 2020 | FMV | $450,044 | $450,044 |
| COMMONFUND REAL ESTATE OPPORTUNITY FD II | FMV | $963,435 | $963,435 |
| CITY NATIONAL BANK DDA-SSB&T | FMV | $2,919 | $2,919 |
| CITY NATIONAL ROCHDALE GOVERNMENT MM FUND-SSB&T | FMV | $357,241 | $357,241 |
| NATURAL RESOURCES PARTNERS XII-SSB&T | FMV | $162,607 | $162,607 |
| COMMONFUND PRIVATE CREDIT FUND III, L.P.-SSB&T | FMV | $207,313 | $207,313 |
| SECONDARY PARTNERS IV-SSB&T | FMV | $374,390 | $374,390 |
| FIDELITY 500 INDEX-SSB&T | FMV | $875,279 | $875,279 |
| FIDELITY U.S. BOND INDEX FUND-SSB&T | FMV | $357,886 | $357,886 |
| GMO RESOURCES CLASS R6-SSB&T | FMV | $1,586,317 | $1,586,317 |
| OCIO GLOBAL PRIVATE EQUITY FUND V-SSB&T | FMV | $132,377 | $132,377 |
| COMMONFUND REAL ESTATE & INFRASTRUCTURE OPP FD III | FMV | $145,965 | $145,965 |
| ENVIRONMENTAL SUSTAINABILITY PRTNRS II | FMV | $23,737 | $23,737 |
| CF VALUATION ADJUSTMENT | FMV | $16,732 | $16,732 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $994 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $994 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OPERATIONS | $57,967 | $3,127 | $54,840 |
| TELECOMMUNICATION | $15,709 | $0 | $15,709 |
| SCHOLARSHIP EVENTS | $20,223 | $0 | $20,223 |
| FACILITY RENTAL | $31,130 | $0 | $31,130 |
| PROGRAM SUPPLIES AND MEALS | $12,899 | $0 | $12,899 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| VARIOUS K-1 | $1,098,600 | ||
| FEDERAL EXCISE TAX REFUND | $0 | $138,507 | $138,507 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VENTURES PARTNER XV - SSBT (NEGATIVE INVESTMENT BALANCE AT YEAR-END) | Desc |
| BOY Book Value | $136 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $93,775 | $348,683 | $0 |
| WEBSITE, SOCIAL MEDIA, MARKETING, BOARD STRATEGIC PLANNING | $47,104 | $0 | $47,104 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $57,359 | $1,561 | $55,798 |
| FOREIGN TAXES | $0 | $316 | $0 |
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