ENDOWMENT FOUNDATION OF THE JEWISH: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ENDOWMENT FOUNDATION OF THE JEWISH (EIN 22-2454899)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-05
- IRS object ID
- 201431259349300528
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-05T10:07:14-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRIS MERKER & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 RIVERVIEW DRIVE - 3RD FL | AddressLine1 |
| City | TOTOWA | City |
| State | NJ | State |
| ZIP Code | 07512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222454899 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENDOWMENT FOUNDATION OF THE JEWISH | BusinessNameLine1 |
| Business Name Line2 | FED OF GRT CLIFTON PASSAIC INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ENDO | NameControl |
| Phone | 9737777031 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 ALLWOOD ROAD SUITE 2 | AddressLine1 |
| City | CLIFTON | City |
| State | NJ | State |
| ZIP Code | 070121942 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY FREEDMAN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9737777031 | Phone |
| Date Signed | 2014-02-04 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN S MERKER | Name |
| Phone | 8627574300 | Phone |
| Date Prepared | 2014-05-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | NANCY FREEDMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 ALLWOOD ROAD SUITE 2 | AddressLine1 |
| City | CLIFTON | City |
| State | NJ | State |
| ZIP Code | 070121942 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 120032 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | THE ENDOWMENT FOUNDATION EXEMPT PURPOSE IS TO PROVIDE GRANTS TO 501(C)3 ORGANIZATIONS FOR THE BENEFIT OF THE GENERAL PUBLIC EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 6 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 170 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 23470 | InvestmentIncomePriorYear |
| Investment Income Current Year | 20174 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6569 | OtherRevenuePriorYear |
| Other Revenue Current Year | 6973 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 30039 | TotalRevenuePriorYear |
| Total Revenue Current Year | 27317 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 61909 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 79986 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5956 | OtherExpensePriorYear |
| Other Expenses Current Year | 8996 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 67865 | TotalExpensesPriorYear |
| Total Expenses Current Year | 88982 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -37826 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -61665 | RevenuesLessExpensesCY |
| Total Assets BOY | 653883 | TotalAssetsBOY |
| Total Assets EOY | 602792 | TotalAssetsEOY |
| Total Liabilities BOY | 6650 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3500 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 647233 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 599292 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE ENDOWMENT FOUNDATION EXEMPT PURPOSE IS TO PROVIDE GRANTS TO 501(C)3 ORGANIZATIONS FOR THE BENEFIT OF THE GENERAL PUBLIC EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 88472 | Expense |
| Grants | 79986 | Grants |
| Description | GRANTS MADE TO LOCAL REGIONAL STATE AND NATIONAL REGISTERED 501(C)3 CHARITABLE ORGANIZATIONS 79,986 | Description |
| Total Program Service Expense | 88472 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | NANCY FREEDMAN EXEC DIRECTOR | NamePerson |
| Telephone Number | 9737777031 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 ALLWOOD ROAD SUITE 2 | AddressLine1 |
| City | CLIFTON | City |
| State | NJ | State |
| ZIP Code | 070121942 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| LOUIS B CHAPMAN | ||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | |
| HERBERT KLEIN | ||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | |
| MARK S LEVENSON | ||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | |
| MORRIS YAMNER | ||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | |
| NORMAN PICKELNY | ||||||
| PRESIDENT | 0.20 | 0 | 0 | 0 | X | |
| GORDON BRAVERMAN | ||||||
| VICE PRES | 0.20 | 0 | 0 | 0 | X | |
| NANCY FREEDMAN | ||||||
| EXEC DIR | 2.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 170 | AllOtherContributions |
| Total Contributions | 170 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7093 | TotalRevenueColumn |
| Exclusion | $7,093 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 105796 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 92715 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13081 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13081 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13081 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SPLIT INTEREST INCOME | Description |
| Total Revenue Column | 6973 | TotalRevenueColumn |
| Exclusion | $6,973 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6973 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27317 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13081 | RelatedOrExemptFunctionIncome |
| Exclusion | $14,066 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79986 | Total |
| Program Services | 79986 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4500 | Total |
| Program Services | 4500 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1872 | Total |
| Program Services | 1872 | ProgramServices |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| ADMINSTRATIVE FEES | 2349 | 2114 | 235 |
| STATE FILING FEES | 275 | 275 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88982 | Total |
| Program Services | 88472 | ProgramServices |
| Management And General | 510 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 594 | BOY |
| EOY | 6093 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5500 | BOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 418658 | BOY |
| EOY | 354274 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229131 | BOY |
| EOY | 242425 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 653883 | BOY |
| EOY | 602792 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6650 | BOY |
| EOY | 3500 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6650 | BOY |
| EOY | 3500 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229131 | BOY |
| EOY | 236104 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 418102 | BOY |
| EOY | 363188 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 647233 | BOY |
| EOY | 599292 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 653883 | BOY |
| EOY | 602792 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -61665 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 13724 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | true | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAudited |
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22821 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33708 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 135 | CurrentTaxYearMinus2Years |
| Current Tax Year | 170 | CurrentTaxYear |
| Total | 56834 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22821 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33708 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 135 | CurrentTaxYearMinus2Years |
| Current Tax Year | 170 | CurrentTaxYear |
| Total | 56834 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 44750 | AmountsSubstContributorsTotal |
| Public Support Total170 | 12084 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7932 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12608 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13265 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11537 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7093 | CurrentTaxYear |
| Total | 52435 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 3208 | CurrentTaxYearMinus3Years |
| Total | 3208 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 112477 | TotalSupport |
| Public Support Pertcentage170 | 0.10740 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.14110 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| Facts And Circumstances Test | PART II, LINE 17A - 10% FACTS AND CIRCUMSTANCE TEST - 2012 THE ENDOWMENT FOUNDATION IS A PUBLICLY SUPPORTED ORGANIZATION, WHICH RECEIVES GREATER THAN 10% OF ITS SUPPORT FROM PUBLIC SOURCES, AND THE FOLLOWING FACTS ARE TAKEN INTO CONSIDERATION. 1. THE ENDOWMENT FOUNDATION IS SO ORGANIZED AND OPERATED AS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS (IE. BY MAINTAINING AN ACTIVE BROAD BASE FUND RAISING PROGRAM). 2. THE PERCENTAGE OF PUBLIC SUPPORT IS GREATER THAN 10%. 3. THE BREADTH OF SUPPORT IS FROM NUMEROUS DONORS WHO MAKE CONTRIBUTIONS IN AMOUNTS RANGING FROM 10 TO 500 FROM THE GENERAL PUBLIC WHICH WILL FURTHER THE ENDOWMENT FOUNDATION'S EXEMPT PURPOSE. 4. THE BOARD OF TRUSTEES AND DIRECTORS IS REPRESENTATIVE OF A BROAD BASE OF THE GENERAL PUBLIC WITH VARIOUS COMMUNITY INTEREST AND VIEWS. 5. THE ENDOWMENT FOUNDATION PROVIDES FOR GRANTS TO 501(C)3 ORGANIZATIONS. THOSE ENTITIES BENEFIT THE GENERAL PUBLIC THROUGH CONTRIBUTIONS TO MUSEUMS, LIBRARIES, UNIVERSITIES, HOSPITALS, OLD AGE HOMES, AND NATIONAL COMMUNITY ORGANIZATIONS, WHICH ENABLE THOSE, BENEFIT AGENCIES TO PROVIDE SERVICES AND TO MAINTAIN FACILITIES OR AGENCIES OF DIRECT BENEFIT TO THE PUBLIC, WITH NO DIRECT NEED OR INDIRECT BENEFIT OF THE PAYER. 6. BASED UPON THE FACTS AND CIRCUMSTANCES AS OUTLINED ABOVE, THE ENDOWMENT FOUNDATION IS A PUBLICLY SUPPORTED ORGANIZATION UNDER 170(C)(2). | FactsAndCircumstancesTest |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 11 | NumberDAFsHeld |
| Number Funds Held | 13 | NumberFundsHeld |
| Grants Paid From Donor Funds | 14050 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 65936 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 164760 | AggregateDAFValue |
| Aggregate Fund Value | 195607 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 229131 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 6973 | InvestmentEarningsOrLosses |
| End Of Year Balance | 236104 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 222561 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 6570 | InvestmentEarningsOrLosses |
| End Of Year Balance | 229131 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITIES | Description |
| Book Value | 354274 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 354274 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CONTRIBUTION REC SPLIT INT LIFE INS | 236104 |
| INVESTMENT FEE RECEIVABLE | 6321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 242425 | TotalBookValueOtherAssets |
| Tot Revenue Etc Audited Fincl Stmt | 41041 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 13724 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 13724 | RevenueNotRptdF990 |
| Revenue Subtotal | 27317 | RevenueSubtotal |
| Total Revenue Per Form990 | 27317 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 88982 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 88982 | ExpensesSubtotal |
| Total Expenses Per Form990 | 88982 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CENTER FOR HEARING & COMMUNICATIO | |||||||
| 50 BROADWAY 6TH FLOOR | NEW YORK | NY | 10004 | 131624127 | 501C3 | 20000 | PROGRAM OPERATIONS |
| SUMMIT SPEECH SCHOOL | |||||||
| 705 CENTRL AVENUE | NEW PROVIDENCE | NJ | 07974 | 221829502 | 501C3 | 10000 | PROGRAM OPERATIONS |
| JEWISH FAMILY SERVICES | |||||||
| 925 ALLWOOD ROAD SUITE 2 | CLIFTON | NJ | 070121942 | 205928151 | 501C3 | 28536 | PROGRAM OPERATIONS |
| DAUGHTERS OF MIRIAM | |||||||
| 155 HAZEL STREET PO BOX 2698 | CLIFTON | NJ | 07015 | 222563733 | 501C3 | 14050 | PROGRAM OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | THE ENDOWMENT FOUNDATION DISTRIBUTION COMMITTEE WILL DISTRIBUTE FUNDS ONLY TO 501(C)TAX EXEMPT ORGANIZATIONS. COPIES OF THE IRS TAX EXEMPT STATUS IS MAINTAINED ON FILE IN THE ENDOWMENT FOUNDATIONS OFFICES | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE EXECUTIVE DIRECTOR MAILED COPIES OF THE FINAL VERSION OF THE FORM 990 TO EACH MEMBER OF THE ORGANIZATION PRIOR TO SUBMISSION. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE ENDOWMENT FOUNDATION ANNUALLY HAS MEMBERS OF THE BD OF DIRECTORS SIGN A CONFLICT OF INTEREST POLICY STATEMENT. THE OVERSIGHT PROCESS IS ADMINISTERED BY THE EXECUTIVE DIRECTOR. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. |
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