FUND FOR NEW JERSEY: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FUND FOR NEW JERSEY (EIN 22-1895028)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202513089349101316
- 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
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T13:30:04-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | 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 | 221895028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUND FOR NEW JERSEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FUND | BusinessNameControlTxt |
| Phone | 6093560421 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PALMER SQUARE EAST 303 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANDON MCKOY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6093560421 | PhoneNum |
| Signature | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDERICK MARTENS | PreparerPersonNm |
| PTIN | P00298107 | PTIN |
| Phone | 2126972299 | PhoneNum |
| 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 | $59,801,819 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $878,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $878,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,518,116 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,661,705 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,518,116 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,710 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,170 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,393,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,399,737 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $255,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,550 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $299,275 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $351,902 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $34,016 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $322,591 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $122,951 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,339 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $119,186 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,164 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,164 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $63,840 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $44,688 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,582 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $196,754 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $196,754 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,616 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,037 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $77,848 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $79,819 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $97,506 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $91,575 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $259,114 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $165,171 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $88,098 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,457,732 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $446,518 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,021,290 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,477,592 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,276,111 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,935,324 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $446,518 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,297,401 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,541,467 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,953,219 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $572,387 | CashBOYAmt |
| Cash EOY | $350,044 | CashEOYAmt |
| Cash EOYFMV | $350,044 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $521,441 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $244,623 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $244,623 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $19,731 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $35,074 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $35,074 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,545,599 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,217,977 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,217,977 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,447,327 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,605,789 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,605,789 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,198,391 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,720,143 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,720,143 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $33,392,412 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,167,693 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,167,693 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $61,652 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $52,501 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,309 | LandBOYAmt |
| Land EOY | $9,151 | LandEOYAmt |
| Land EOYFMV | $9,151 | LandEOYFMVAmt |
| Other Assets BOY | $158,368 | OtherAssetsBOYAmt |
| Other Assets EOY | $451,325 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $451,325 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $57,859,965 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,801,819 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,801,819 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $128,241 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $88,572 | AccountsPayableEOYAmt |
| Grants Payable BOY | $998,519 | GrantsPayableBOYAmt |
| Grants Payable EOY | $200,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $273,835 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $608,794 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,400,595 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $897,366 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $56,419,370 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $58,904,453 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $40,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $56,459,370 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,904,453 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $57,859,965 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,801,819 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $56,459,370 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,541,467 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,042,748 | OtherIncreasesAmt |
| Subtotal | $58,960,651 | SubtotalAmt |
| Other Decreases | $56,198 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $58,904,453 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB- COHO PUBLIC TRADE SECURITIES | P | $2,156,557 | $2,056,562 | $99,995 | $99,995 |
| CHARLES SCHWAB -POLEN- PUBLIC TRADED SECURITIES | P | $2,007,457 | $1,458,062 | $549,395 | $549,395 |
| CHARLES SCHWAB - ACCESS- PUBLIC TRADE SECURITIES | P | $599,980 | $381,717 | $218,263 | $218,263 |
| CHARLES SCHWAB -JENSEN-PUBLIC TRADE SECURITIES | P | $5,425,359 | $4,449,452 | $975,907 | $975,907 |
| CHARLES SCHWAB - BRECKENRIDGE- PUBLIC TRADE SECURITIES | P | $1,577,300 | $1,601,523 | -$24,223 | -$24,223 |
| BOSTON WALDEN PUBLIC TRADED SECURITIES | P | $895,052 | $645,832 | $249,220 | $249,220 |
| SEG PARTNERS OFFSHORE FUND PUBLIC TRADE SECURITIES | P | $1,000,000 | $312,569 | $687,431 | $687,431 |
| CAPITAL GAINS PASSED THROUGH FROM LIMITED PARTNERSHIPS | P | $2,000,000 | $3,237,872 | -$1,237,872 | -$1,237,872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,518,116 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,150 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,150 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,150 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,678 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $61,678 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $34,528 | OverpaymentAmt |
| Applied To ES Tax | $34,528 | 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.FUNDFORNJ.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6093560421 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PALMER SQUARE EAST - SUITE 303 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | 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 |
| 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 (17 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 |
|---|---|---|---|---|---|---|---|---|
| BRANDON MCKOY | ||||||||
| ONE PALMER SQUARE EAST - SUITE 303 | PRINCETON | NJ | 08542 | PRESIDENT | 40.00 | $255,000 | $27,517 | $0 |
| RICHARD W ROPER | ||||||||
| ONE PALMER SQUARE EAST - SUITE 303 | PRINCETON | NJ | 08542 | CHAIR | 1.00 | $0 | $0 | $0 |
| FEATHER HOUSTOUN | ||||||||
| ONE PALMER SQUARE EAST - SUITE 303 | PRINCETON | NJ | 08542 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| DR JOHN W CORNWALL | ||||||||
| ONE PALMER SQUARE EAST - SUITE 303 | PRINCETON | NJ | 08542 | TREASURER | 1.00 | $0 | $0 | $0 |
| DR HENRY A COLEMAN | ||||||||
| ONE PALMER SQUARE EAST - SUITE 303 | PRINCETON | NJ | 08542 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HON JON CORZINE | ||||||||
| ONE PALMER SQUARE EAST - SUITE 303 | PRINCETON | NJ | 08542 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHELLENE DAVIS | ||||||||
| ONE PALMER SQUARE EAST - SUITE 303 | PRINCETON | NJ | 08542 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN FARMER | ||||||||
| ONE PALMER SQUARE EAST - SUITE 303 | PRINCETON | NJ | 08542 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANJUM GUPTA | ||||||||
| ONE PALMER SQUARE EAST - SUITE 303 | PRINCETON | NJ | 08542 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SADAF JAFFER | ||||||||
| ONE PALMER SQUARE EAST - SUITE 303 | PRINCETON | NJ | 08542 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAWRENCE S LUSTBERG | ||||||||
| ONE PALMER SQUARE EAST - SUITE 303 | PRINCETON | NJ | 08542 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANASTASIA MANN | ||||||||
| ONE PALMER SQUARE EAST - SUITE 303 | PRINCETON | NJ | 08542 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AMY MANSUE | ||||||||
| ONE PALMER SQUARE EAST - SUITE 303 | PRINCETON | NJ | 08542 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALEXANDER SHALOM | ||||||||
| ONE PALMER SQUARE EAST - SUITE 303 | PRINCETON | NJ | 08542 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER VAN BUREN | ||||||||
| ONE PALMER SQUARE EAST - SUITE 303 | PRINCETON | NJ | 08542 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER VELEZ | ||||||||
| ONE PALMER SQUARE EAST - SUITE 303 | PRINCETON | NJ | 08542 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD L WRIGHT | ||||||||
| ONE PALMER SQUARE EAST - SUITE 303 | PRINCETON | NJ | 08542 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ALANA VEGA | ||||||||
| ONE PALMER SQUARE E STE 303 | PRINCETON | NJ | 08542 | PROGRAM OFFICER | 40.00 | $103,784 | $34,467 | $0 |
| ALISON BARON | ||||||||
| ONE PALMER SQUARE E STE 303 | PRINCETON | NJ | 08542 | OFFICE MANAGER | 40.00 | $72,933 | $8,109 | $0 |
| BETH K JAMIESON | ||||||||
| ONE PALMER SQUARE E STE 303 | PRINCETON | NJ | 08542 | FORMER PRESIDENT | 40.00 | $71,531 | $933 | $0 |
| HELEN ZAMORA-BUSTOS | ||||||||
| ONE PALMER SQUARE E STE 303 | PRINCETON | NJ | 08542 | PROGRAM ASSOCIATE | 40.00 | $63,335 | $7,270 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERCER INVESTMENT CONSULTING INC | |||||
| 501 MERRIT 7 CORPORATE PARK | NORWALK | CT | 06856 | INVESTMENT CONSULTANT | $91,594 |
| CHARLES SCHWAB | |||||
| PO BOX 628921 | ORLANDO | FL | 32862 | INVESTMENT CONSULTANT | $71,713 |
| 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 | $59,127,497 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $687,793 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $78,869 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,894,159 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,894,159 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $898,412 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,995,747 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,949,787 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,949,787 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,150 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,150 | TotalTaxAmt |
| Distributable Before Adj | $2,922,637 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,922,637 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,922,637 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,297,401 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $7,878 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,305,279 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,922,637 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $577,606 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,067,094 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $603,270 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,087,335 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,628,773 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,964,078 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,305,279 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $40,000 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,922,637 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,342,642 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,346,720 | 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 | $577,606 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,769,114 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,067,094 | ExcessFromYear4Amt |
| Excess From Year3 | $603,270 | ExcessFromYear3Amt |
| Excess From Year2 | $2,087,335 | ExcessFromYear2Amt |
| Excess From Year1 | $3,628,773 | ExcessFromYear1Amt |
| Excess From Current Year | $1,382,642 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PROGRAM OFFICER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PALMER SQUARE EAST - SUITE 303 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6093560421 | RecipientPhoneNum |
| Recipient Email Address | PROGRAMOFFICER@FUNDFORNJ.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | PROGRAM OFFICER WILL PROVIDE INSTRUCTIONS ON REAPPLYING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS FROM INVITED AND RENEWING ORGANIZATIONS ARE DUE AS INSTRUCTED BY PROGRAM STAFF. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FUND FOR NEW JERSEY MAKES GRANTS ONLY TO ORGANIZATIONS THAT HAVE DESIGNATED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE IRC. THE FUND DOES NOT SUPPORT THE ACTIVITIES OF INDIVIDUALS. THE FUND DOES NOT SUPPORT CAPITAL PROJECTS AND RARELY PROVIDES GRANTS FOR LOCAL ACTIVITIES OR DIRECT SERVICES UNLESS THESE PROJECTS ARE DESIGNED TO SUPPORT SYSTEMIC CHANGE (FOR EX: A DEMONSTRATION PROJECT TO INFORM PUBLIC POLICY). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AAPI MONTCLAIR | ||||||||
| PO BOX 32159 | NEWARK | NJ | 07102 | N/A | 501(C)(3) | TO BUILD A NETWORK OF AAPI ORGANIZATIONS IN NEW JERSEY. | $50,000 | |
| ACLU OF NJ FOUNDATION | ||||||||
| PO BOX 32159 | NEWARK | NJ | 07102 | N/A | 501(C)(3) | TO DISMANTLE STRUCTURAL RACISM IN NEW JERSEY, THROUGH POLICY ADVOCACY, POLITICAL EDUCATION, ORGANIZING, AND COALITION BUILDING, AMONG OTHER STRATEGIES. | $70,000 | |
| ACLU OF NJ FOUNDATION | ||||||||
| PO BOX 32159 | NEWARK | NJ | 07102 | N/A | 501(C)(3) | TO REDUCE INCARCERATION AND TO DEFEND DEMOCRACY, HOUSING EQUITY, WORKERS' RIGHTS, AND OTHER POLICY INITIATIVES. | $100,000 | |
| ADHIKAAR | ||||||||
| 71-7 WOODSIDE AVENUE | WOODSIDE | NY | 11377 | N/A | 501(C)(3) | TO EDUCATE AND INFORM NEW JERSEYS DOMESTIC WORKERS OF THEIR RIGHTS AND PROTECTIONS. | $20,000 | |
| ADVOCATES FOR CHILDREN OF NEW JERSEY | ||||||||
| 35 HALSEY STREET | NEWARK | NJ | 07102 | N/A | 501(C)(3) | TO ADVANCE STATE AND FEDERAL POLICIES THAT SUPPORT LOW-INCOME CHILDREN AND FAMILIES AND IMPROVE THE QUALITY OF LIFE FOR CHILDREN LIVING IN DISADVANTAGED COMMUNITIES. | $75,000 | |
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||||||
| 89 MARKET STREET 6 | NEWARK | NJ | 07102 | N/A | 501(C)(3) | TO EDUCATE, ORGANIZE, AND MOBILIZE IMMIGRANT COMMUNITIES TO ADVANCE FAIR AND HUMANE IMMIGRANT POLICIES. | $100,000 | |
| ASSOCIATION OF NEW JERSEY ENVIRONMENTAL COMMISSIONS | ||||||||
| 300 MENDHAM ROAD | MORRIS TOWNSHIP | NJ | 07960 | N/A | 501(C)(3) | TO MOBILIZE ENVIRONMENTAL COMMISSIONS TO ADVANCE STATE AND LOCAL POLICIES THAT IMPROVE WATER QUALITY AND COMBAT CLIMATE CHANGE. | $25,000 | |
| CASA FREEHOLD | ||||||||
| 4 JACKSON STREET | FREEHOLD | NJ | 07728 | N/A | 501(C)(3) | TO EDUCATE AND INFORM NEW JERSEYS DOMESTIC WORKERS OF THEIR RIGHTS AND PROTECTIONS. | $20,000 | |
| CENTER FOR NON-PROFITS | ||||||||
| 3635 QUAKERBRIDGE RD 35 | HAMILTON TOWNSHIP | NJ | 08619 | N/A | 501(C)(3) | TO ADVOCATE FOR A MORE ROBUST, WELL-RESOURCED, AND EFFECTIVE NON-PROFIT SECTOR IN NEW JERSEY. | $25,000 | |
| EAST TRENTON COLLABORATIVE | ||||||||
| URBAN PROMISE TRENTON 601 N CLINTON | TRENTON | NJ | 08638 | N/A | 501(C)(3) | TO ELIMINATE CHILDHOOD LEAD POISONING IN NEW JERSEY VIA THE LEAD-FREE NEW JERSEY COLLABORATIVE, CENTERING THE PERSPECTIVES OF THOSE MOST IMPACTED BY LEAD HAZARDS. | $30,000 | AVE |
| EASTERN ENVIRONMENTAL LAW CENTER | ||||||||
| 50 PARK PLACE SUITE 1025 | NEWARK | NJ | 07102 | N/A | 501(C)(3) | TO PROVIDE HIGH-QUALITY LEGAL ASSISTANCE FOR CLEAN ENERGY, CLIMATE CHANGE, AND ENVIRONMENTAL JUSTICE. | $175,000 | |
| EDUCATION LAW CENTER | ||||||||
| 50 PARK PLACE SUITE 1025 | NEWARK | NJ | 07102 | N/A | 501(C)(3) | TO ADVANCE WELL-FUNDED, EQUITABLE PUBLIC EDUCATION IN NEW JERSEY | $100,000 | |
| ENVIRONMENT NEW JERSEY RESEARCH AND POLICY CENTER | ||||||||
| 104 BAYARD ST 6TH FL | NEW BRUNSWICK | NJ | 08901 | N/A | 501(C)(3) | TO ADVANCE POLICIES ON CLIMATE AND CLEAN ENERGY THROUGH LEADERSHIP OF THE JERSEY RENEWS COALITION. | $75,000 | |
| FAIR SHARE HOUSING CENTER | ||||||||
| 510 PARK BOULEVARD | CHERRY HILL | NJ | 08002 | N/A | 501(C)(3) | TO DEFEND NEW JERSEY RESIDENTS RIGHT TO EQUITABLE AND AFFORDABLE HOUSING. | $100,000 | |
| FAITH IN NEW JERSEY | ||||||||
| PO BOX 1317 | CAMDEN | NJ | 08105 | N/A | 501(C)(3) | TO EDUCATE, ORGANIZE, AND MOBILIZE IMMIGRANT COMMUNITIES TO ADVANCE FAIR AND HUMANE IMMIGRANT POLICIES. | $65,000 | |
| GREEN AND HEALTHY HOMES INITIATIVE | ||||||||
| 2714 HUDSON STREET | BALTIMORE | MD | 21224 | N/A | 501(C)(3) | TO EMPOWER COMMUNITIES TO CREATE HEALTHY, SAFE, AND ENERGY-EFFICIENT HOMES TO IMPROVE HEALTH, ECONOMIC, AND SOCIAL OUTCOMES | $75,000 | |
| HOPEWELL FOR BTBA | ||||||||
| HOPWELL FOR BTBA | NEWARK | NJ | 07102 | N/A | 501(C)(3) | TO BETTER COORDINATE PROGRESSIVE TAX POLICY ADVOCACY AT THE FEDERAL AND STATE LEVELS. | $25,000 | |
| HOUSING AND COMMUNITY DEVELOPMENT NETWORK OF NEW JERSEY | ||||||||
| 145 WEST HANOVER STREET | TRENTON | NJ | 08618 | N/A | 501(C)(3) | TO ADVANCE POLICIES THAT EXPAND THE AFFORDABILITY AND ACCESSIBILITY OF HOUSING. | $125,000 | |
| HUBB ORANGE | ||||||||
| 35 47 CLEVELAND ST | ORANGE | NJ | 07050 | N/A | 501(C)(3) | TO ELIMINATE CHILDHOOD LEAD POISONING IN NEW JERSEY VIA THE LEAD-FREE NEW JERSEY COLLABORATIVE, CENTERING THE PERSPECTIVES OF THOSE MOST IMPACTED BY LEAD HAZARDS. | $60,000 | |
| HYACINTH AIDS FOUNDATION | ||||||||
| 317 GEORGE ST SUITE 203 | NEW BRUNSWICK | NJ | 08901 | N/A | 501(C)(3) | TO ADDRESS HEALTH CARE DISPARITIES, HOUSING NEEDS, AND OTHER COMORBIDITIES AMONG THE HIV/AIDS COMMUNITY. | $40,000 | |
| IRONBOUND COMMUNITY CORPORATION | ||||||||
| 317 ELM STREET | NEWARK | NJ | 07105 | N/A | 501(C)(3) | TO ADVANCE ENVIRONMENTAL JUSTICE THROUGH COMMUNITY ORGANIZING AND PUBLIC POLICY. | $75,000 | |
| LATINO ACTION NETWORK FOUNDATION | ||||||||
| 13 BIRCH DR | FREEHOLD | NJ | 07728 | N/A | 501(C)(3) | TO ADVANCE THE RIGHTS, INTERESTS, AND INFLUENCE OF NEW JERSEYS LATINO RESIDENTS THROUGH GRASSROOTS ORGANIZING AND POLICY ADVOCACY | $100,000 | |
| LAZO AMERICA UNIDA | ||||||||
| 51 LIVINGSTON AVE | NEW BRUNSWICK | NJ | 08901 | N/A | 501(C)(3) | TO EDUCATE AND INFORM NEW JERSEYS DOMESTIC WORKERS OF THEIR RIGHTS AND PROTECTIONS. | $20,000 | |
| LEAGUE OF WOMEN VOTERS OF NEW JERSEY EDUCATION FUND | ||||||||
| 204 WEST STATE ST | TRENTON | NJ | 08608 | N/A | 501(C)(3) | TO HARNESS THE POWER OF GRASSROOTS ACTIVISM TO FIGHT FOR A MORE INCLUSIVE AND REPRESENTATIVE DEMOCRACY. | $100,000 | |
| MAKE THE ROAD STATES | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | N/A | 501(C)(3) | TO SUPPORT EFFORTS TO EMBARK ON A COMPREHENSIVE STRATEGIC PLANNING PROCESS THAT WILL GUIDE THE ORGANIZATIONS GROWTH OVER THE NEXT DECADE. | $15,000 | |
| MAKE THE ROAD STATES | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | N/A | 501(C)(3) | TO EDUCATE, ORGANIZE, AND MOBILIZE IMMIGRANT COMMUNITIES TO ADVANCE FAIR AND HUMANE IMMIGRANT POLICIES. | $100,000 | |
| NATIONAL DOMESTIC WORKERS ALLIANCE | ||||||||
| 45 BROADWAY SUITE 320 | NEW YORK | NY | 10006 | N/A | 501(C)(3) | TO EDUCATE AND INFORM NEW JERSEYS DOMESTIC WORKERS OF THEIR RIGHTS AND PROTECTIONS. | $20,000 | |
| NEO- PHILANTHROPY-NJ ALLIANCE FOR IMMIGRANT JUSTICE | ||||||||
| 17 ACADEMY STREET SUITE 1200 | NEWARK | NJ | 07102 | N/A | 501(C)(3) | TO EDUCATE, ORGANIZE, AND MOBILIZE IMMIGRANT COMMUNITIES TO ADVANCE FAIR AND HUMANE IMMIGRANT POLICIES. | $125,000 | |
| NEW JERSEY CONSERVATION FOUNDATION | ||||||||
| 170 LONGVIEW ROAD | FAR HILLS | NJ | 07931 | N/A | 501(C)(3) | TO ADVANCE POLICIES THAT MITIGATE CLIMATE CHANGE THROUGH NATURAL RESOURCE CONSERVATION PRINCIPLES. | $25,000 | |
| NEW JERSEY FUTURE | ||||||||
| 16 WEST LAFAYETTE STREEET | TRENTON | NJ | 08608 | N/A | 501(C)(3) | TO ADVANCE EQUITABLE AND SUSTAINABLE HOUSING AND ZONING REFORMS ACROSS THE STATE THROUGH THE CONVENING OF STAKEHOLDERS TO DEVELOP AN ACTION AGENDA ON RELATED ISSUES. | $20,000 | |
| NEW JERSEY FUTURE | ||||||||
| 16 WEST LAFAYETTE STREEET | TRENTON | NJ | 08608 | N/A | 501(C)(3) | TO ELIMINATE CHILDHOOD LEAD POISONING IN NEW JERSEY THROUGH CO-CONVENING AND PROVIDING BACKBONE STAFF SUPPORT TO THE LEAD-FREE NEW JERSEY COLLABORATIVE | $75,000 | |
| NEW JERSEY HIGHLANDS COALITION | ||||||||
| 508 MAIN STREET | BOONTON | NJ | 07005 | N/A | 501(C)(3) | TO PROTECT AND DEFEND THE HIGHLANDS ACT AND THE REGIONAL MASTER PLAN, AS WELL AS ADVOCATE FOR FOREST STEWARDSHIP. | $50,000 | |
| NEW JERSEY INSTITUTE FOR SOCIAL JUSTICE | ||||||||
| 60 PARK PL SUITE 511 | NEWARK | NJ | 07102 | N/A | 501(C)(3) | TO ADVANCE RACIAL AND ECONOMIC JUSTICE IN NEW JERSEYS URBAN COMMUNITIES AND TO EXPAND AND PROTECT DEMOCRACY. | $125,000 | |
| NEW JERSEY MONITOR | ||||||||
| PO BOX 6843 | LAWRENCEVILLE | NJ | 08648 | N/A | 501(C)(3) | TO COVER IMPORTANT POLICY AND GOVERNMENT TRANSPARENCY ISSUES IMPACTING NEW JERSEY | $45,000 | |
| NEW JERSEY POLICY PERSPECTIVE | ||||||||
| PO BOX 22766 | TRENTON | NJ | 086070766 | N/A | 501(C)(3) | TO PROMOTE A MORE TRANSPARENT STATE BUDGET PROCESS THAT PRIORITIZES THE NEEDS OF NEW JERSEY RESIDENTS. | $125,000 | |
| NEW JERSEY PUBLIC RADIO | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | N/A | 501(C)(3) | TO SUPPORT A STRONG PUBLIC MEDIA ECOSYSTEM AND A ONE-TIME $25,000 GRANT INCREASE IN SUPPORT OF WNYC/NJPRS CENTENNIAL ANNIVERSARY. | $75,000 | |
| NEW JERSEY WORK ENVIRONMENT COUNCIL | ||||||||
| 172 WEST STATE STREET 2ND FLOOR | TRENTON | NJ | 08608 | N/A | 501(C)(3) | TO ADVANCE POLICIES ON CLIMATE AND CLEAN ENERGY THROUGH LEADERSHIP OF THE JERSEY RENEWS COALITION. | $75,000 | |
| NEW JERSEY WORKING FAMILIES ALLIANCE | ||||||||
| PO BOX 505 | MONMOUTH JUNCTION | NJ | 08852 | N/A | 501(C)(3) | TO SUPPORT A PLANNING RETREAT TO FACILITATE THE GROWTH OF THE WE THE PEOPLE STATEWIDE DEMOCRACY TABLE | $3,000 | |
| NEW LABOR | ||||||||
| 55 PATERSON STREET SECOND FLOOR | NEW BRUNSWICK | NJ | 08901 | N/A | 501(C)(3) | TO EDUCATE AND INFORM NEW JERSEYS DOMESTIC WORKERS OF THEIR RIGHTS AND PROTECTIONS. | $20,000 | |
| NEW YORKNEW JERSEY BAYKEEPER | ||||||||
| 1222 RT 36 SUITE 4 | HAZLET | NJ | 07730 | N/A | 501(C)(3) | TO SAFEGUARD THE WATERS AND COASTAL COMMUNITIES OF THE HUDSON-RARITAN HARBOR ESTUARY. | $75,000 | |
| NJ CITIZEN ACTION EDUCATION FND | ||||||||
| 168 HALSEY ST | NEWARK | NJ | 07102 | N/A | 501(C)(3) | TO PROMOTE ECONOMIC SECURITY, QUALITY AFFORDABLE HEALTH CARE, AND EXPAND WORK PROTECTIONS. | $100,000 | |
| NJ COALITION DIVERSE & INCLUSIVE SCHOOLS | ||||||||
| C/O GARY STEIN PASHMAN STEIN COURT | HACKENSACK | NJ | 07601 | N/A | 501(C)(3) | TO ADDRESS SEGREGATION IN NEW JERSEYS PUBLIC SCHOOLS AND TO DEVELOP REMEDIES THAT FOSTER INTEGRATED AND INCLUSIVE SCHOOLS. | $50,000 | PLAZA SOUTH 21 MAIN STREET SUITE 20 |
| NJ ENVIRONMENTAL JUSTICE ALLIANCE | ||||||||
| 45 ACADEMY STREET SUITE 205 | NEWARK | NJ | 07102 | N/A | 501(C)(3) | TO ADVANCE THEIR WORK TO SUPPORT HEALTHY COMMUNITIES BY ADVANCING ENVIRONMENTAL JUSTICE IN NEW JERSEYS INFRASTRUCTURE, POLICIES, AND PRACTICES | $75,000 | |
| PATERSON ALLIANCE | ||||||||
| 100 HAMILTON PLAZA SUITE 1221 - BOX | PATERSON | NJ | 07505 | N/A | 501(C)(3) | TO ELIMINATE CHILDHOOD LEAD POISONING IN NEW JERSEY VIA THE LEAD-FREE NEW JERSEY COLLABORATIVE, CENTERING THE PERSPECTIVES OF THOSE MOST IMPACTED BY LEAD HAZARDS. | $30,000 | 8 |
| PINELANDS PRESERVATION ALLIANCE | ||||||||
| 17 PEMBERTON ROAD | SOUTHAMPTON | NJ | 08088 | N/A | 501(C)(3) | TO PROTECT THE PINELANDS REGION AND TO PROMOTE RESPONSIBLE ENJOYMENT OF ITS NATURAL RESOURCES. | $50,000 | |
| RESISTENCIA EN ACCION NJ | ||||||||
| 1742 S CLINTON AVE | TRENTON | NJ | 08610 | N/A | 501(C)(3) | TO EDUCATE AND INFORM NEW JERSEYS DOMESTIC WORKERS OF THEIR RIGHTS AND PROTECTIONS. | $20,000 | |
| RUTGERS - SCHOOL OF MGMT & LABOR RELNS | ||||||||
| 192 RYDERS LANE | NEW BRUNSWICK | NJ | 08902 | N/A | 501(C)(3) | TO SUPPORT EFFORTS TO CONDUCT A SURVEY OF NEW JERSEY RESTAURANTS TO RESEARCH THE SPILLOVER EFFECTS OF NJ DEPARTMENT OF LABOR INVESTIGATIONS INTO WORKER COMPLAINTS. | $20,000 | |
| RUTGERS -BLOUSTEIN SCHOOL | ||||||||
| 191 RYDERS LANE | NEW BRUNSWICK | NJ | 08901 | N/A | 501(C)(3) | TO EXPLORE THE RELATIONSHIP BETWEEN CANDIDATE ELECTION PERFORMANCE AND CAMPAIGN FUNDING, INCUMBENCY STATUS, AND COUNTY PARTY COMMITTEE FUNDING THROUGH DATA COLLECTION AND RESEARCH. | $22,000 | |
| RUTGERS EAGLETON INSTITUTE OF POLITICS | ||||||||
| 191 RYDERS LANE | NEW BRUNSWICK | NJ | 08901 | N/A | 501(C)(3) | TO COMPLETE A POLL FOCUSED ON SOCIAL AND RACIAL JUSTICE ISSUES. | $1,111 | |
| SALVATION AND SOCIAL JUSTICE | ||||||||
| 34 PENNINGTON AVENUE | TRENTON | NJ | 08618 | N/A | 501(C)(3) | TO MAINTAIN FOCUS ON RACIAL JUSTICE TO ADVANCE THE RIGHTS, INTERESTS, AND INFLUENCE OF NJ'S BLACK COMMUNITIES THROUGH YOUTH, GRASSROOTS ORGANIZING, AND POLICY ADVOCACY | $100,000 | |
| VOTE16 USA | ||||||||
| 60 PARK PLACE SUITE 511 | NEWARK | NJ | 07102 | N/A | 501(C)(3) | TO SUPPORT PUBLIC AWARENESS AND EDUCATION REGARDING THE IMPORTANCE OF INCLUDING YOUNG PEOPLE IN CIVIC PROCESSES IN NEW JERSEY | $25,000 | |
| WBGO | ||||||||
| 54 WAYNE SHORTER WAY | NEWARK | NJ | 07102 | N/A | 501(C)(3) | TO SUPPORT A STRONG PUBLIC MEDIA ECOSYSTEM IN NEW JERSEY. | $25,000 | |
| WHYY-FM | ||||||||
| 150 NORTH 6TH ST | PHILADELPHIA | PA | 19106 | N/A | 501(C)(3) | TO SUPPORT A STRONG PUBLIC MEDIA ECOSYSTEM IN NEW JERSEY. | $50,000 | |
| WIND OF THE SPIRIT | ||||||||
| 2 GREEN VILLAGE RD OFFICE 202 | MADISON | NJ | 07940 | N/A | 501(C)(3) | TO EDUCATE, ORGANIZE, AND MOBILIZE IMMIGRANT COMMUNITIES TO ADVANCE FAIR AND HUMANE IMMIGRANT POLICIES. | $65,000 | |
| WIND OF THE SPIRIT | ||||||||
| 2 GREEN VILLAGE RD OFFICE 202 | MADISON | NJ | 07940 | N/A | 501(C)(3) | TO EDUCATE AND INFORM NEW JERSEYS DOMESTIC WORKERS OF THEIR RIGHTS AND PROTECTIONS. | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,276,111 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $878,451 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,518,116 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| OTHER INVESTMENT INCOME PASSED THROUGH FROM LIMITED PARTNERSHIP | 900003 | 14 | $3,170 | |
| UNRELATED BUSINESS LOSS PASSTHOUGH FROM LIMITED PARTNERSHIP | 900003 | -$5,880 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$5,880 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,399,737 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,393,857 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING | $35,840 | $25,088 | $10,182 |
| AUDIT AND TAX PREPARATION | $28,000 | $19,600 | $8,400 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | EQUIPMENT | PropertyDesc |
| Acquired | 2023-12-31 | AcquiredDt |
| Cost Or Other Basis | $61,652 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $49,464 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 3.000000000000 | LifeRt |
| Current Year Expense | $3,037 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PAGE 9, PART XIII - UNDISTRIBUTED INCOME - LINE 4(C)THE FUND HEREBY ELECTS TO TREAT $40,000 AS A DISTRIBUTION OUT OF CORPUS TO SATISFY THE REQUIREMENTS IMPOSED BY SECTION 4942(H)(2). AN ELECTION IS HEREBY MADE PURSUANT TO REG. 53.4942(A)-3(D)(2) TO TREAT $40,000 AS A DISTRIBUTION OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SCHWAB - BRECKENRIDGE # 2513 - CORPORATE BONDS | BondNm |
| EOY Book Value | $2,720,143 | EOYBookValueAmt |
| EOYFMV | $2,720,143 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB - COHO # 9986 - MANAGED EQUITIES | $3,136,842 | $3,136,842 |
| SCHWAB - POLEN # 2262 - MANAGED EQUITIES | $3,171,521 | $3,171,521 |
| SCHWAB - JENSEN # 5322 - MANAGED EQUITIES | $6,330,105 | $6,330,105 |
| BOSTON WALDEN # 9939 - MANAGED EQUITIES | $4,967,321 | $4,967,321 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,946,721 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,946,721 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $271,256 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $271,256 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEG PARTNERS OFFSHORE FUND, LTD | FMV | $5,697,519 | $5,697,519 |
| THE WEATHERFLOW OFFSHORE FUND I, LTD | FMV | $3,163,308 | $3,163,308 |
| RBC GLOBAL FFF STOCK FUND | FMV | $7,073,551 | $7,073,551 |
| IMPAX GLOBAL OPPORTUNITIES FUND, LP | FMV | $6,856,315 | $6,856,315 |
| MERCER PRIVATE INVESTMENT PARTNERS VI, LP | FMV | $1,103,204 | $1,103,204 |
| CHARLES SCHWAB - ACCESS | FMV | $8,600,301 | $8,600,301 |
| VANGUARD - MONEY MARKET FUND | FMV | $1,335,687 | $1,335,687 |
| ROSE AFFORDALE HOUSING REIT | FMV | $337,808 | $337,808 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $61,652 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $52,501 | AccumulatedDepreciationAmt |
| Book Value | $9,151 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,164 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,164 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $10,913 | $11,952 | $11,952 |
| INTEREST AND DIVIDENDS RECEIVABLE | $43,769 | $54,951 | $54,951 |
| OPERATING LEASE RIGHT-OF-USE ASSET | $103,686 | $384,422 | $384,422 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED EXCISE TAX | $56,194 |
| NON-TAXABLE LOSS ON LIMITED PARTNERSHIPS | $4 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $40,841 | $0 | $38,169 |
| INSURANCE | $7,248 | $0 | $6,874 |
| TELEPHONE | $7,173 | $0 | $6,079 |
| POSTAGE | $855 | $0 | $855 |
| WEBSITE DESIGN | $542 | $0 | $504 |
| DUES AND MEMBERSHIPS | $24,578 | $0 | $22,911 |
| OTHER PROGRAM SUPPORT | $12,206 | $0 | $12,206 |
| HONORARIUM | $500 | $0 | $500 |
| OTHER INVESTMENT DEDUCTIONS PASSED THROUGH FROM LIMITED PARTNERSHIPS | $165,171 | $165,171 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME PASSED THROUGH FROM LIMITED PARTNERSHIP | $3,170 | $3,170 | $3,170 |
| UNRELATED BUSINESS LOSS PASSTHOUGH FROM LIMITED PARTNERSHIP | -$5,880 | -$5,880 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN IN MARKET VALUE OF INVESTMENTS | Desc |
| Amt | $4,042,748 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $167,922 | $224,116 |
| OPERATING LEASE LIABILITY | $105,913 | $384,678 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $196,754 | Amt |
| Net Investment Income | $196,754 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $27,616 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |