-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
TURRELL FUND
Number and street (or P.O. box number if mail is not delivered to street address)
21 VAN VLECK STREET
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MONTCLAIR
,
NJ
07042
A Employer identification number
22-1551936
B
Telephone number (see instructions)
(973) 783-9358
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
110,223,269
J
Accounting method:
Cash
Accrual
Other (specify)
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
62,455
62,455
4
Dividends and interest from securities
...
1,450,479
2,055,207
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
3,002,569
b
Gross sales price for all assets on line 6a
33,224,436
7
Capital gain net income (from Part IV, line 2)
...
1,145,500
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
48,936
1,860,458
12
Total.
Add lines 1 through 11
........
4,564,439
5,123,620
13
Compensation of officers, directors, trustees, etc.
667,710
39,400
628,310
14
Other employee salaries and wages
......
321,962
0
321,962
15
Pension plans, employee benefits
.......
455,156
14,282
440,874
16a
Legal fees (attach schedule)
.........
52,646
0
52,646
b
Accounting fees (attach schedule)
.......
45,740
0
44,240
c
Other professional fees (attach schedule)
....
631,506
542,884
88,622
17
Interest
...............
151,250
18
Taxes (attach schedule) (see instructions)
...
83,463
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
90,424
0
90,424
21
Travel, conferences, and meetings
.......
122,901
0
122,901
22
Printing and publications
..........
1,098
0
1,098
23
Other expenses (attach schedule)
.......
608,039
279,305
606,325
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
2,997,182
1,110,584
2,397,402
25
Contributions, gifts, grants paid
.......
3,823,225
3,823,225
26
Total expenses and disbursements.
Add lines 24 and 25
6,820,407
1,110,584
6,220,627
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-2,255,968
b
Net investment income
(if negative, enter -0-)
4,013,036
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
500
500
500
2
Savings and temporary cash investments
.........
5,796,932
1,581,441
1,581,441
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
2,027,133
5,879,523
5,879,523
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
1,569
1,563
1,563
13
Investments—other (attach schedule)
..........
92,750,186
102,643,838
102,643,838
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
68,939
116,404
116,404
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
100,645,259
110,223,269
110,223,269
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
64,439
111,904
23
Total liabilities
(add lines 17 through 22)
.........
64,439
111,904
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
100,580,820
110,111,365
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
100,580,820
110,111,365
30
Total liabilities and net assets/fund balances
(see instructions)
.
100,645,259
110,223,269
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
100,580,820
2
Enter amount from Part I, line 27a
.....................
2
-2,255,968
3
Other increases not included in line 2 (itemize)
3
11,786,513
4
Add lines 1, 2, and 3
..........................
4
110,111,365
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
110,111,365
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
SSGA S&P GSCI
P
b
STRATEGIC ACTIVE CREDIT TRUST
P
c
HARRISON STREET CORE PROPERTY FUND, LP
P
d
STRATEGIC PRIVATE EQUITY FUND V LP
P
e
STRATEGIC U.S. EQUITY TRUST
P
STRATEGIC EMERGING MARKETS EQUITY TR
P
STRATEGIC DEV MKTS EX US EQ TR
P
WELLINGTON TRUST COMPANY
P
STRATEGIC GLOBAL EQUITY TRUST
P
TCW DIRECT LENDING VII LLC
P
ITALIAN REAL ESTATE SPECIAL SITUATIONS II FEEDER LTD
P
HIRTLE CALLAGHAN PRIVATE EQUITY FUND VII LTD.
P
HIRTLE CALLAGHAN PRIVATE EQUITY FUND VI LTD.
P
SPECIAL OPPORTUNITIES II
P
PRIME PROPERTY FUND LLC
P
PANAGORA DYNAMIC INTERNATIONAL
P
SALES OF PUBLICLY TRADED SECURITIES
CAPITAL GAINS DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
-19,461
b
77,079
c
484
d
7,889
e
419,368
28,599
-162,807
-11,731
-18,766
8,169
8,168
1
27,483
26,424
1,059
28,519
28,519
0
51,347
51,347
0
93,397
93,397
0
1,799,629
1,742,881
56,748
2,591,852
3,400,000
-808,148
15,896,068
14,735,460
1,160,608
414,578
414,578
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
-19,461
b
77,079
c
484
d
7,889
e
419,368
28,599
-162,807
-11,731
-18,766
1
1,059
0
0
0
56,748
-808,148
1,160,608
414,578
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,145,500
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
5,363,231
109,721,812
0.048880
2017
6,351,178
108,301,453
0.058644
2016
8,633,468
103,163,135
0.083688
2015
5,751,196
110,698,129
0.051954
2014
5,356,491
116,441,885
0.046001
2
Total
of line 1, column (d)
.....................
2
0.289167
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.057833
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
106,537,679
5
Multiply line 4 by line 3
......................
5
6,161,394
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
40,130
7
Add lines 5 and 6
........................
7
6,201,524
8
Enter qualifying distributions from Part XII, line 4
,.............
8
6,220,627
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
40,130
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
40,130
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
40,130
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
69,050
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
50,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
119,050
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
78,920
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
78,920
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.TURRELLFUND.ORG
14
The books are in care of
RICHARD RIBEIRO VP & CFO
Telephone no.
(973) 783-9358
Located at
21 VAN VLECK STREET
MONTCLAIR
NJ
ZIP+4
07042
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
CURTLAND E FIELDS
PRESIDENT & CEO/SECRETARY
50.00
394,000
103,560
33,229
21 VAN VLECK STREET
MONTCLAIR
,
NJ
07042
RICHARD A RIBEIRO
VP & CFO/TREASURER
50.00
202,210
71,413
90
21 VAN VLECK STREET
MONTCLAIR
,
NJ
07042
S LAWRENCE PRENDERGAST
CHAIRMAN
10.00
2,500
0
0
21 VAN VLECK STREET
MONTCLAIR
,
NJ
07042
ROBERT E ANGELICA
TRUSTEE
3.00
2,500
0
0
21 VAN VLECK STREET
MONTCLAIR
,
NJ
07042
ELIZABETH W CHRISTIE
TRUSTEE
3.00
1,500
0
0
21 VAN VLECK STREET
MONTCLAIR
,
NJ
07042
REVEREND WILLIAM S GANNON
TRUSTEE
3.00
2,500
0
0
21 VAN VLECK STREET
MONTCLAIR
,
NJ
07042
DR JULIA A MILLER
TRUSTEE
3.00
2,500
0
0
21 VAN VLECK STREET
MONTCLAIR
,
NJ
07042
JOHN MORNING
TRUSTEE
3.00
2,500
0
0
21 VAN VLECK STREET
MONTCLAIR
,
NJ
07042
REVEREND JOHN P MITCHELL
TRUSTEE
3.00
0
0
0
21 VAN VLECK STREET
MONTCLAIR
,
NJ
07042
MARK SUSTIC
TRUSTEE
3.00
2,500
0
0
21 VAN VLECK STREET
MONTCLAIR
,
NJ
07042
MATTHEW E MELMED
TRUSTEE
3.00
2,500
0
0
21 VAN VLECK STREET
MONTCLAIR
,
NJ
07042
WILLIAM H HAMMOND
TRUSTEE
3.00
0
0
0
21 VAN VLECK STREET
MONTCLAIR
,
NJ
07042
KIM KEISER
VT PROJECT DIRECTOR/ASS'T
35.00
52,500
0
0
21 VAN VLECK STREET
MONTCLAIR
,
NJ
07042
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
CARRIE KLIS
DIRECTOR OF OPERATIO
50.00
90,750
44,413
60
21 VAN VLECK STREET
MONTCLAIR
,
NJ
07042
JUSTIN KICZEK THROUGH 8312019
VP OF PROGRAMS
40.00
74,907
29,720
0
21 VAN VLECK STREET
MONTCLAIR
,
NJ
07042
EVAN DELGADO
DIRECTOR OF PROGRAMS
50.00
63,369
3,090
16,500
21 VAN VLECK STREET
MONTCLAIR
,
NJ
07042
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
STRATEGIC INVESTMENT GROUP
CIO/INVESTMENT MANAGEMENT
470,441
1001 NINETEENTH STREET NORTH 16TH
FLOOR
ARLINGTON
,
VA
22209
NORTHEAST TECHNOLOGY SUPPORT
IT CONSULTING
112,739
32 EKLUND BLVD
NESCONSET
,
NY
11767
CHIESA SHAHINIAN & GIANTOMASI PC
LEGAL FEES
52,646
11 TIMES SQUARE 31ST FLOOR
NEW YORK
,
NY
10036
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
SEE STMT 16
1,116,655
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
104,770,527
b
Average of monthly cash balances
.......................
1b
3,385,053
c
Fair market value of all other assets (see instructions)
................
1c
4,500
d
Total
(add lines 1a, b, and c)
.........................
1d
108,160,080
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
108,160,080
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,622,401
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
106,537,679
6
Minimum investment return.
Enter 5% of line 5
..................
6
5,326,884
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
5,326,884
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
40,130
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
40,130
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
5,286,754
4
Recoveries of amounts treated as qualifying distributions
................
4
45,740
5
Add lines 3 and 4
............................
5
5,332,494
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
5,332,494
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
6,220,627
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
6,220,627
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
40,130
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
6,180,497
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
5,332,494
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
151,156
c
From 2016
......
3,528,957
d
From 2017
......
1,234,887
e
From 2018
......
f
Total
of lines 3a through e
........
4,915,000
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
6,220,627
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
5,332,494
e
Remaining amount distributed out of corpus
888,133
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
5,803,133
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
5,803,133
10
Analysis of line 9:
a
Excess from 2015
....
151,156
b
Excess from 2016
....
3,528,957
c
Excess from 2017
....
1,234,887
d
Excess from 2018
....
e
Excess from 2019
....
888,133
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
EVAN DELAGDO DIRECTOR OF PROGRAMS C
21 VAN VLECK STREET
MONTCLAIR
,
NJ
07042
(973) 783-9358
b
The form in which applications should be submitted and information and materials they should include:
ALL GRANT APPLICATIONS MUST BE SUBMITTED ON-LINE. THE FOLLOWING ATTACHMENTS ARE TO BE INCLUDED WITH THE GRANT APPLICATION: IRS DETERMINATION LETTER OF THE ORGANIZATION (TAX EXEMPTION) FORM 990 FOR THE MOST RECENT YEAR AVAILABLE ORGANIZATION'S OPERATING BUDGET FOR THE COMING YEAR LIST OF THE NAMES OF THE ORGANIZATION'S BOARD OF DIRECTORS AND THEIR AFFILIATIONS AUDITED FINANCIAL STATEMENTS FOR THE MOST RECENT YEAR AVAILABLE EXPENSE AND INCOME BUDGET FOR THE PARTICULAR PROJECT OR PROGRAM
c
Any submission deadlines:
FEBRUARY 1 AND AUGUST 1
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE GIVEN TO ORGANIZATIONS IN NEW JERSEY (UNION, ESSEX, HUDSON PASSAIC COUNTIES) & VERMONT.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
4CS OF PASSAIC COUNTY INC
2 MARKET STREET SUITE 300
PATERSON
,
NJ
07501
N/A
PC
PROGRAM SUPPORT
35,000
ABBOTT LEADERSHIP INSTITUTE
335 GEORGE STREET
NEW BRUNSWICK
,
NJ
089012036
N/A
PC
PROGRAM SUPPORT
40,000
ADVOCATES FOR CHILDREN OF NEW JERSEY
35 HALSEY STREET
NEWARK
,
NJ
07102
N/A
PC
PROGRAM SUPPORT
171,000
ALL OUR KIN INC
PO BOX 8477
NEW HAVEN
,
CT
06530
N/A
PC
PROGRAM SUPPORT
12,000
APOSTLES' HOUSE
24 GRANT ST
NEWARK
,
NJ
071043708
N/A
PC
PROGRAM SUPPORT
35,000
BARRE OPERA HOUSE
6 N MAIN ST 4
BARRE
,
VT
05641
N/A
PC
PROGRAM SUPPORT
2,000
BARTON LIBRARY CLUB
PO BOX 549
BARTON
,
VT
058220549
N/A
PC
PROGRAM SUPPORT
2,000
BENEDICTINE ACADEMY
840 NORTH BROAD STREET
ELIZABETH
,
NJ
07208
N/A
PC
PROGRAM SUPPORT
42,500
BETHANY CARES INCORPORATED
275 W MARKET ST
NEWARK
,
NJ
071032717
N/A
PC
PROGRAM SUPPORT
22,000
BLOOMINGDALE SCHOOL OF MUSIC
323 W 108TH ST
NEW YORK
,
NY
100252743
N/A
PC
PROGRAM SUPPORT
2,000
BOY SCOUTS OF AMERICA - NORTHERN NEW JERSEY COUNCIL
25 RAMAPO VALLEY RD
OAKLAND
,
NJ
074361709
N/A
PC
PROGRAM SUPPORT
4,000
BOYS & GIRLS CLUB OF PATERSON INC
264 21ST AVE
PATERSON
,
NJ
075013506
N/A
PC
PROGRAM SUPPORT
20,000
BRATTLEBORO MUSEUM AND ART CENTER INC
10 VERNON ST
BRATTLEBORO
,
VT
053013389
N/A
PC
PROGRAM SUPPORT
2,500
BUILDING BRIGHT FUTURES STATE ADVISORY COUNCIL INC
600 BLAIR PARK ROAD SUITE 306
WILLISTON
,
VT
05495
N/A
PC
PROGRAM SUPPORT
14,000
BURLINGTON SCHOOL DISTRICT
INTEGRATED ARTS ACADEMY 6 ARCHIBALD
STREET
BURLINGTON
,
VT
05401
N/A
PC
PROGRAM SUPPORT
500
CAMANAISTRINGS INC
931 VILLAGE BLVD SUITE 904-467
WEST PALM BEACH
,
FL
33409
N/A
PC
PROGRAM SUPPORT
500
CARNEGIE HALL
881 SEVENTH AVENUE
NEW YORK
,
NY
100193210
N/A
PC
PROGRAM SUPPORT
5,000
CATHEDRAL OF ST JOHN THE DIVINE
1047 AMSTERDAM AVE 112TH
NEW YORK
,
NY
100251747
N/A
PC
PROGRAM SUPPORT
1,000
CAUCUS EDUCATIONAL CORPORATION INC
75 MIDLAND AVENUE
MONTCLAIR
,
NJ
07042
N/A
PC
PROGRAM SUPPORT
150,000
CENTER FOR EDUCATION AND JUVENILE JUSTICE
406 PARKER ST
NEWARK
,
NJ
071041333
N/A
PC
PROGRAM SUPPORT
45,000
CHANDLER CENTER FOR THE ARTS INC
71 N MAIN ST 73
RANDOLPH
,
VT
050601105
N/A
PC
PROGRAM SUPPORT
2,000
CHILD CARE AWARE OF AMERICA
1515 N COURTHOUSE ROAD 3RD FLOOR
ARLINGTON
,
VA
222012909
N/A
PC
PROGRAM SUPPORT
2,500
CHILDREN'S DAY NURSERY AND FAMILY CENTER
104 JEFFERSON ST
PASSAIC
,
NJ
070555114
N/A
PC
PROGRAM SUPPORT
100,000
COMMUNITY DAY NURSERY (BAYONNE)
591 BROADWAY
BAYONNE
,
NJ
070023818
N/A
PC
PROGRAM SUPPORT
15,000
COMMUNITY FOODBANK OF NEW JERSEY INC
31 EVANS TERMINAL
HILLSIDE
,
NJ
072052400
N/A
PC
PROGRAM SUPPORT
25,000
COMMUNITY FOUNDATION OF NEW JERSEY (SUMMER FUN)
PO BOX 338
MORRISTOWN
,
NJ
079630338
N/A
PC
PROGRAM SUPPORT
10,000
COPE CENTER INC
104 BLOOMFIELD AVE
MONTCLAIR
,
NJ
070424723
N/A
PC
PROGRAM SUPPORT
18,000
COUNCIL FOR A STRONG AMERICA
1212 NEW YORK AVENUE NW SUITE 300
WASHINGTON
,
DC
20005
N/A
PC
PROGRAM SUPPORT
20,000
COUNCIL OF NEW JERSEY GRANTMAKERS INC
101 W STATE ST
TRENTON
,
NJ
086081101
N/A
PC
PROGRAM SUPPORT
12,675
COURT APPOINTED SPECIAL ADVOCATES - PASSAIC COUNTY
415 HAMBURG TPKE STE 1
WAYNE
,
NJ
074702164
N/A
PC
PROGRAM SUPPORT
18,000
COURT APPOINTED SPECIAL ADVOCATES (CASA) OF UNION COUNTY
1143 E JERSEY ST SUITE 45
ELIZABETH
,
NJ
072012310
N/A
PC
PROGRAM SUPPORT
10,000
CRAFTSBURY PUBLIC LIBRARY INC
PO BOX 74
CRAFTSBURY COMMON
,
VT
058270074
N/A
PC
PROGRAM SUPPORT
2,500
CUMBERLAND UNITED METHODIST CHURCH
163 S COIT ST
FLORENCE
,
SC
29501
N/A
PC
PROGRAM SUPPORT
850
DAILEY MEMORIAL LIBRARY
101 JUNIOR HIGH DRIVE
DERBY
,
VT
058290000
N/A
PC
PROGRAM SUPPORT
2,500
EAGLE FLIGHT SQUADRON INC
PO BOX 5326
EAST ORANGE
,
NJ
070195326
N/A
PC
PROGRAM SUPPORT
20,000
EASTER SEALS VERMONT INC
14 NORTH MAIN STREET NO 3004
BARRE
,
VT
056414197
N/A
PC
PROGRAM SUPPORT
10,000
EDUCATIONAL ARTS TEAM
300 MORRIS PESIN DRIVE
JERSEY CITY
,
NJ
07305
N/A
PC
PROGRAM SUPPORT
7,000
ELIZABETH COALITION TO HOUSE THE HOMELESS THE
118 DIVISION STREET
ELIZABETH
,
NJ
072010000
N/A
PC
PROGRAM SUPPORT
15,500
EVA'S VILLAGE INC
393 MAIN ST
PATERSON
,
NJ
075012815
N/A
PC
PROGRAM SUPPORT
12,000
EXPONENT PHILANTHROPY
1720 N ST NW
WASHINGTON
,
DC
200362907
N/A
PC
PROGRAM SUPPORT
750
FAMILY GARDEN THE
861 WESTERN AVE
BRATTLEBORO
,
VT
053016149
N/A
PC
PROGRAM SUPPORT
2,000
FAMILY PROMISE OF CAPE MAY COUNTY
505 TOWN BANK RD
N CAPE MAY
,
NJ
082043305
N/A
PC
PROGRAM SUPPORT
5,000
FLYNN CENTER FOR THE PERFORMING ARTS LTD
153 MAIN ST
BURLINGTON
,
VT
054018402
N/A
PC
PROGRAM SUPPORT
3,000
FOCUS INC NEWARK DEBATE ACADEMY
443 BROAD STREET
NEWARK
,
NJ
071020000
N/A
PC
PROGRAM SUPPORT
40,000
FOOD RESEARCH AND ACTION CENTER (FRAC)
1200 18TH ST NW STE 400
WASHINGTON
,
DC
200362527
N/A
PC
PROGRAM SUPPORT
2,000
FOREST HILL COMMUNITY ASSOCIATION
PO BOX 9481
NEWARK
,
NJ
071040481
N/A
PC
PROGRAM SUPPORT
1,000
FOUNDATION CENTER THE
4801 COURTHOUSE ST STE 220
WILLIAMSBURG
,
VA
231882678
N/A
PC
PROGRAM SUPPORT
8,000
FRIENDS OF NORTH BRANCH NATURE CENTER INC
713 ELM STREET
MONTPELIER
,
VT
05602
N/A
PC
PROGRAM SUPPORT
2,500
FRIENDS OF THE COBLEIGH LIBRARY INC
PO BOX 147
LYNDONVILLE
,
VT
058510147
N/A
PC
PROGRAM SUPPORT
2,500
GENERATIONS UNITED
80 F STREET NW
WASHINGTON
,
DC
200011528
N/A
PC
PROGRAM SUPPORT
13,500
GLASSROOTS INC
10 BLEEKER ST
NEWARK
,
NJ
07102
N/A
PC
PROGRAM SUPPORT
7,500
GLOVER PUBLIC LIBRARY
51 BEAN HILL ROAD
GLOVER
,
VT
05839
N/A
PC
PROGRAM SUPPORT
2,000
GRADUATE CENTER FOUNDATION INC
365 FIFTH STREET 8TH FLOOR
NEW YORK
,
NY
100164309
N/A
PC
PROGRAM SUPPORT
5,000
GRAMMAR SCHOOL THE
69 HICKORY RIDGE RD S
PUTNEY
,
VT
053468876
N/A
PC
PROGRAM SUPPORT
3,000
GRAY CHARTER SCHOOL THE
55 LIBERTY ST
NEWARK
,
NJ
071024815
N/A
PC
PROGRAM SUPPORT
51,000
GREATER BERGEN COMMUNITY ACTION INC
392 MAIN STREET
HACKENSACK
,
NJ
07601
N/A
PC
PROGRAM SUPPORT
40,000
GREATER NEWARK CONSERVANCY INC
32 PRINCE ST
NEWARK
,
NJ
071033005
N/A
PC
PROGRAM SUPPORT
15,000
HARLEM CHAMBER PLAYERS INC THE
191 CLAREMONT AVENUE 25
NEW YORK
,
NY
10027
N/A
PC
PROGRAM SUPPORT
5,000
HERE ARTS CENTER
145 SIXTH AVENUE
NEW YORK
,
NY
10013
N/A
PC
PROGRAM SUPPORT
5,000
IMMACULATE CONCEPTION HIGH SCHOOL
33 COTTAGE PLACE
MONTCLAIR
,
NJ
07042
N/A
PC
PROGRAM SUPPORT
10,000
INCLUSIVE ARTS VERMONT (FORMERLY VSA VERMONT)
21 CARMICHAEL STREET SUITE 206
ESSEX JUNCTION
,
VT
05452
N/A
PC
PROGRAM SUPPORT
3,000
INNERFAITH PERFORMING ARTS CENTER INC (IPAC)
PO BOX1141
PATERSON
,
NJ
07509
N/A
PC
PROGRAM SUPPORT
11,000
INSTITUTE OF MUSIC FOR CHILDREN INC
780 SALEM AVE
ELIZABETH
,
NJ
07208
N/A
PC
PROGRAM SUPPORT
8,500
INTERFAITH HOSPITALITY NETWORK FOR THE HOMELESS OF ESSEX COUNTY INC
46 PARK ST
MONTCLAIR
,
NJ
070423441
N/A
PC
PROGRAM SUPPORT
5,500
IRONBOUND COMMUNITY CORPORATION
315-317 ELM ST
NEWARK
,
NJ
071050000
N/A
PC
PROGRAM SUPPORT
50,000
ISLAND POND PUBLIC LIBRARY
PO BOX 422
ISLAND POND
,
VT
05846
N/A
PC
PROGRAM SUPPORT
3,000
JAZZ HOUSE KIDS INC
623 EAGLE ROCK AVE STE 118
WEST ORANGE
,
NJ
070522948
N/A
PC
PROGRAM SUPPORT
29,300
JERSEYCAN
1625 K ST NW SUITE 400
WASHINGTON
,
DC
20006
N/A
PC
PROGRAM SUPPORT
20,000
JEWISH FAMILY SERVICE AGENCY OF CENTRAL JERSEY
655 WESTFIELD AVE
ELIZABETH
,
NJ
072081325
N/A
PC
PROGRAM SUPPORT
10,000
JOHN F KENNEDY LIBRARY FOUNDATION
COLUMBIA POINT
BOSTON
,
MA
02125
N/A
PC
PROGRAM SUPPORT
2,500
JOHNSON PUBLIC LIBRARY
PO BOX 601
JOHNSON
,
VT
05656
N/A
PC
PROGRAM SUPPORT
3,000
KEEPING BABIES SAFE INC
16 MOUNT BETHEL RD NO ST 245
WARREN
,
NJ
070595604
N/A
PC
PROGRAM SUPPORT
2,500
KENT PLACE SCHOOL
42 NORWOOD AVE
SUMMIT
,
NJ
079011913
N/A
PC
PROGRAM SUPPORT
22,500
KIDS IN BUSINESS INC
74 BEACH STREET
BLOOMFIELD
,
NJ
07003
N/A
PC
PROGRAM SUPPORT
10,000
KING STREET YOUTH CENTER INC
PO BOX 1615
BURLINGTON
,
VT
054021615
N/A
PC
PROGRAM SUPPORT
25,000
LAKE CHAMPLAIN WALDORF SCHOOL
359 TURTLE LN
SHELBURNE
,
VT
054827649
N/A
PC
PROGRAM SUPPORT
2,000
LAKE DRIVE EDUCATIONAL FOUNDATION FOR DEAF AND HARD OF HEARING CHILDREN INC
PO BOX 155
MOUNTAIN LKS
,
NJ
070460155
N/A
PC
PROGRAM SUPPORT
4,500
LET'S GROW KIDS
19 MARBLE AVENUE SUITE 4
BURLINGTON
,
VT
05401
N/A
PC
PROGRAM SUPPORT
451,000
LITTLE KIDS ROCK INC
271 GROVE AVE STE E2
VERONA
,
NJ
070441729
N/A
PC
PROGRAM SUPPORT
10,000
LUND FAMILY CENTER INC
50 JOY DR
SOUTH BURLINGTON
,
VT
054036561
N/A
PC
PROGRAM SUPPORT
1,000
MAIN STREET COUNSELING SERVICE
8 MARCELLA AVENUE
WEST ORANGE
,
NJ
07052
N/A
PC
PROGRAM SUPPORT
25,000
MENTAL HEALTH ASSOCIATION IN PASSAIC COUNTY
404 CLIFTON AVE
CLIFTON
,
NJ
070112614
N/A
PC
PROGRAM SUPPORT
9,000
MENTAL HEALTH CLINIC OF PASSAIC
1451 VAN HOUTEN AVENUE
CLIFTON
,
NJ
07013
N/A
PC
PROGRAM SUPPORT
10,000
MONTCLAIR ART MUSEUM
3 S MOUNTAIN AVE
MONTCLAIR
,
NJ
070421747
N/A
PC
PROGRAM SUPPORT
6,000
MONTCLAIR FOUNDATION THE VAN VLECK HOUSE & GARDENS
21 VAN VLECK STREET
MONTCLAIR
,
NJ
07042
N/A
PC
PROGRAM SUPPORT
9,000
MORRILL MEMORIAL AND HARRIS LIBRARY
PO BOX 110 220 JUSTIN MORRILL HWY
STRAFFORD
,
VT
05072
N/A
PC
PROGRAM SUPPORT
3,000
MUSTARD SEED SCHOOL CHRISTIAN URBAN EDUCATION INC
422 WILLOW AVENUE
HOBOKEN
,
NJ
070304177
N/A
PC
PROGRAM SUPPORT
20,500
MYSTIC AQUARIUM
55 COOGAN BLVD
MYSTIC
,
CT
06355
N/A
PC
PROGRAM SUPPORT
20,000
NATIONAL FOUNDATION FOR TRANSPLANTS
5350 POPLAR AVE STE 850
MEMPHIS
,
TN
381190618
N/A
PC
PROGRAM SUPPORT
1,500
NEW HOPE DEVELOPMENT DAY CARE CENTER INC
49 12TH AVE 4903
NEWARK
,
NJ
071030000
N/A
PC
PROGRAM SUPPORT
10,500
NEW JERSEY AMISTAD COMMISSION
100 RIVERVIEW PLAZA PO BOX 500
TRENTON
,
NJ
08625
N/A
PC
PROGRAM SUPPORT
4,000
NEW JERSEY COMMUNITY DEVELOPMENT CORPORATION
32 SPRUCE STREET
PATERSON
,
NJ
07501
N/A
PC
PROGRAM SUPPORT
10,000
NEW JERSEY HISTORICAL SOCIETY
52 PARK PLACE
NEWARK
,
NJ
07102
N/A
PC
PROGRAM SUPPORT
30,000
NEW JERSEY PERFORMING ARTS CENTER
1 CENTER ST
NEWARK
,
NJ
071024501
N/A
PC
PROGRAM SUPPORT
75,000
NEW JERSEY SYMPHONY ORCHESTRA
60 PARK PL STE 900
NEWARK
,
NJ
071025507
N/A
PC
PROGRAM SUPPORT
123,200
NEWARK ARTS
17 ACADEMY ST 702
NEWARK
,
NJ
07102
N/A
PC
PROGRAM SUPPORT
25,000
NEWARK BOYS CHORUS SCHOOL
1016 BROAD STREET
NEWARK
,
NJ
07102
N/A
PC
PROGRAM SUPPORT
15,000
NEWARK MUSEUM ASSOCIATION THE
49 WASHINGTON STREET
NEWARK
,
NJ
07102
N/A
PC
PROGRAM SUPPORT
30,000
NEWARK SCHOOL OF THE ARTS
89 LINCOLN PARK
NEWARK
,
NJ
071022388
N/A
PC
PROGRAM SUPPORT
53,500
NJ YOUTH EMPOWERMENT INC
800 S 11TH ST
NEWARK
,
NJ
071081302
N/A
PC
PROGRAM SUPPORT
4,500
NORTH AMERICAN REGGIO EMILIA ALLIANCE (NAREA)
1131 CANTON ST
ROSWELL
,
GA
300753616
N/A
PC
PROGRAM SUPPORT
1,000
NORTH WARD CENTER INC THE
346 MT PROSPECT AVENUE
NEWARK
,
NJ
071045788
N/A
PC
PROGRAM SUPPORT
10,000
NORTHEAST KINGDOM COMMUNITY ACTION INC
70 MAIN STREET PO BOX 346
NEWPORT
,
VT
05819
N/A
PC
PROGRAM SUPPORT
3,500
OASIS HAVEN FOR WOMEN & CHILDREN INC THE
59 MILL ST
PATERSON
,
NJ
075011822
N/A
PC
PROGRAM SUPPORT
10,000
OFFENDER AID & RESTORATION OF ESSEX COUNTY INC
3 PARK TERRACE
MONTCLAIR
,
NJ
07043
N/A
PC
PROGRAM SUPPORT
5,000
OPERATION WARM INC
PO BOX 822431
PHILADELPHIA
,
PA
191822431
N/A
PC
PROGRAM SUPPORT
3,500
OPHELIA J BERRY FUND INC THE (PATHWAYS TO COLLEGE)
397 LINDEN ST
WELLESLEY
,
MA
024814906
N/A
PC
PROGRAM SUPPORT
50,000
PARTNERSHIP FOR MATERNAL AND CHILD HEALTH OF NORTHERN NEW JERSEY
50 PARK PL STE 700
NEWARK
,
NJ
071024300
N/A
PC
PROGRAM SUPPORT
22,000
PATERSON EDUCATION FUND INC
451 VAN HOUTEN STREET
PATERSON
,
NJ
07505
N/A
PC
PROGRAM SUPPORT
30,000
PLAINFIELD CITY UNION OF THE KING'S DAUGHTERS
502 W FRONT ST
PLAINFIELD
,
NJ
070601142
N/A
PC
PROGRAM SUPPORT
31,000
PLAYWORKS
60 PARK PLACE SUITE 1001
NEWARK
,
NJ
07102
N/A
PC
PROGRAM SUPPORT
10,000
PREVENT CHILD ABUSE - VERMONT
PO BOX 829
MONTPELIER
,
VT
056010829
N/A
PC
PROGRAM SUPPORT
20,000
PROGRAMS FOR PARENTS INC
570 BROAD STREET NO 8TH FL
NEWARK
,
NJ
071024532
N/A
PC
PROGRAM SUPPORT
2,500
PUSHCART PLAYERS
261 BLOOMFIELD AVE SUITE A
VERONA
,
NJ
070442458
N/A
PC
PROGRAM SUPPORT
4,500
REACH OUT AND READ INC (NEW JERSEY)
2 ORCHARD DRIVE
BASKING RIDGE
,
NJ
07920
N/A
PC
PROGRAM SUPPORT
30,000
REGIS HIGH SCHOOL
55 EAST 84TH STREET
NEW YORK
,
NY
10028
N/A
PC
PROGRAM SUPPORT
2,500
RUTLAND COUNTY PARENT-CHILD CENTER
61 PLEASANT ST
RUTLAND
,
VT
057015009
N/A
PC
PROGRAM SUPPORT
6,750
SACRED HEART SCHOOL
183 BAYVIEW AVE
JERSEY CITY
,
NJ
07308
N/A
PC
PROGRAM SUPPORT
18,000
SAINT BARNABAS BY-THE-BAY EPISCOPAL CHURCH
13 WEST BATES AVENUE PO BOX 77
VILLAS
,
NJ
08204
N/A
PC
PROGRAM SUPPORT
2,000
SAINT DOMINIC ACADEMY
2572 KENNEDY BOULEVARD
JERSEY CITY
,
NJ
07304
N/A
PC
PROGRAM SUPPORT
15,000
SAINT VINCENT ACADEMY
228 W MARKET ST
NEWARK
,
NJ
07103
N/A
PC
PROGRAM SUPPORT
88,000
SALVATION ARMY THE
45 CENTRAL AVE
NEWARK
,
NJ
07102
N/A
PC
PROGRAM SUPPORT
20,000
SCHOOLS THAT CAN CO NEWARK REGIONAL BUSINESS
60 PARK PLACE SUITE 1800
NEWARK
,
NJ
07102
N/A
PC
PROGRAM SUPPORT
10,000
SETON HALL PREP - GRIFFIN-BRIDGES PROGRAM
120 NORTHFIELD AVE
WEST ORANGE
,
NJ
07052
N/A
PC
PROGRAM SUPPORT
2,500
SEVEN STARS ARTS CENTER
PO BOX 216
SHARON
,
VT
050650216
N/A
PC
PROGRAM SUPPORT
2,000
SHAKESPEARE THEATRE OF NEW JERSEY INC THE
3 VREELAND ROAD
FLORHAM PARK
,
NJ
07932
N/A
PC
PROGRAM SUPPORT
10,000
SHARRON MILLER'S ACADEMY FOR THE PERFORMING ARTS INC
14 SOUTH PARK STREET
MONTCLAIR
,
NJ
070422768
N/A
PC
PROGRAM SUPPORT
33,500
SIMPLY PUT MEDIA INC
41 WEST 83RD 9A
NEW YORK
,
NY
100245246
N/A
PC
PROGRAM SUPPORT
10,000
SOUTH WARD CHILDREN'S ALLIANCE
59 LINCOLN PARK SUITE 50
NEWARK
,
NJ
07102
N/A
PC
PROGRAM SUPPORT
250,000
SPHINX ORGANIZATION
400 RENAISSANCE CENTER SUITE 2550
DETROIT
,
MI
48243
N/A
PC
PROGRAM SUPPORT
21,000
ST PAUL BAPTIST CHURCH INC
119 ELM STREET
MONTCLAIR
,
NJ
07042
N/A
PC
PROGRAM SUPPORT
1,000
ST BENEDICT'S PREPARATORY SCHOOL
520 DR MARTIN LUTHER KING JR
BOULEVARD
NEWARK
,
NJ
071021314
N/A
PC
PROGRAM SUPPORT
80,250
ST JOSEPH R C CHURCH (RESURRECTION SCHOOL)
511 PAVONIA AVE
JERSEY CITY
,
NJ
073061303
N/A
PC
PROGRAM SUPPORT
25,000
ST PAUL'S COMMUNITY DEVELOPMENT CORPORATION
456 VAN HOUTEN ST
PATERSON
,
NJ
075012118
N/A
PC
PROGRAM SUPPORT
10,000
STERN CENTER FOR LANGUAGE AND LEARNING
183 TALCOTT ROAD
WILLISTON
,
VT
054952089
N/A
PC
PROGRAM SUPPORT
1,000
STRENGTHEN OUR SISTERS
196 LINCOLN AVENUE
HEWITT
,
NJ
074210000
N/A
PC
PROGRAM SUPPORT
25,000
STUDENT PARTNER ALLIANCE
561 SPRINGFIELD AVE
SUMMIT
,
NJ
079014404
N/A
PC
PROGRAM SUPPORT
22,000
STUDIO IN A SCHOOL
410 WEST 59TH STREET
NEW YORK
,
NY
10019
N/A
PC
PROGRAM SUPPORT
39,000
SUMMIT SCHOOL OF TRADITIONAL MUSIC AND CULTURE INCORPORATED
PO BOX 5
MONTPELIER
,
VT
056010005
N/A
PC
PROGRAM SUPPORT
2,000
TEACH FOR AMERICA INC
25 BROADWAY 12TH FL
NEW YORK
,
NY
100041056
N/A
PC
PROGRAM SUPPORT
40,000
THE CHILD AND FAMILY GUIDANCE CENTER
180 FAIRFIELD AVENUE
BRIDGEPORT
,
CT
066044252
N/A
PC
PROGRAM SUPPORT
1,500
THE FAMILY CENTER OF WASHINGTON COUNTY
383 SHERWOOD DR
MONTPELIER
,
VT
056028215
N/A
PC
PROGRAM SUPPORT
4,500
THE FAMILY SCHOOL ASSOCIATION OF THE ETHICAL COMMUNITY CHARTER
95 BROADWAY
JERSEY CITY
,
NJ
073066304
N/A
PC
PROGRAM SUPPORT
10,000
THE KIDS ON THE BLOCK NEW JERSEY
PO BOX 206
SHIP BOTTOM
,
NJ
08008
N/A
PC
PROGRAM SUPPORT
2,500
TRI-COUNTY SCHOLARSHIP FUND
14 MAIN STREET
MENDHAM
,
NJ
07945
N/A
PC
PROGRAM SUPPORT
30,000
TRINITAS HEALTH FOUNDATION
225 WILLIAMSON ST
ELIZABETH
,
NJ
072023625
N/A
PC
PROGRAM SUPPORT
5,000
US COMMITTEE FOR REFUGEES AND IMMIGRANTS VERMONT REFUGEE RESETTLEMENT PRO
2231 CRYSTAL DR STE 350
ARLINGTON
,
VA
222023794
N/A
PC
PROGRAM SUPPORT
1,000
UNION CITY MUSIC PROJECT INC
716 23RD ST
UNION CITY
,
NJ
070872113
N/A
PC
PROGRAM SUPPORT
11,000
UNITED FAMILY AND CHILDREN'S SOCIETY
305 W 7TH ST
PLAINFIELD
,
NJ
070601511
N/A
PC
PROGRAM SUPPORT
20,000
UNITED WAY OF PASSAIC COUNTY
301 MAIN STREET
PATERSON
,
NJ
07505
N/A
PC
PROGRAM SUPPORT
5,000
URBAN LEAGUE OF ESSEX COUNTY
508 CENTRAL AVENUE
NEWARK
,
NJ
07107
N/A
PC
PROGRAM SUPPORT
10,000
UVM FOUNDATION (UNIVERSITY OF VERMONT)
411 MAIN ST
BURLINGTON
,
VT
054017420
N/A
PC
PROGRAM SUPPORT
1,000
VERMONT ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN
145 PINE HAVEN SHORES RD STE 1137
SHELBURNE
,
VT
054827703
N/A
PC
PROGRAM SUPPORT
500
VERMONT CENTER FOR THE BOOK
PO BOX 423
CHESTER
,
VT
05143
N/A
PC
PROGRAM SUPPORT
2,500
VERMONT CHILDREN'S TRUST FOUNDATION
95 SAINT PAUL ST STE 330
BURLINGTON
,
VT
054016401
N/A
PC
PROGRAM SUPPORT
7,500
VERMONT COMMUNITY FOUNDATION (EARLY CHILDHOOD LEADERSHIP FUND)
3 COURT ST
MIDDLEBURY
,
VT
057531405
N/A
PC
PROGRAM SUPPORT
30,000
VERMONT COMMUNITY LOAN FUND (VERMONT EARLY CHILDHOOD ALLIANCE)
PO BOX 827
MONTPELIER VT
,
VT
05601
N/A
PC
PROGRAM SUPPORT
193,500
VERMONT ETV
204 ETHAN ALLEN AVE
COLCHESTER
,
VT
054463308
N/A
PC
PROGRAM SUPPORT
3,000
VERMONT FAMILY NETWORK
600 BLAIR PARK RD STE 240
WILLISTON
,
VT
054957549
N/A
PC
PROGRAM SUPPORT
23,950
VERMONT FOLKLIFE CENTER
88 MAIN ST
MIDDLEBURY
,
VT
057531425
N/A
PC
PROGRAM SUPPORT
2,000
VERMONT FOLKLIFE CENTER
88 MAIN ST
MIDDLEBURY
,
VT
057531425
N/A
PC
PROGRAM SUPPORT
3,000
VERMONT FOODBANK
33 PARKER RD
BARRE
,
VT
056419106
N/A
PC
PROGRAM SUPPORT
5,000
VERMONT YOUTH ORCHESTRA ASSOCIATION INC
223 ETHAN ALLEN AVE
COLCHESTER
,
VT
054463306
N/A
PC
PROGRAM SUPPORT
2,000
VIVIAN BEAUMONT THEATER INC
150 WEST 65TH STREET
NEW YORK
,
NY
100236916
N/A
PC
PROGRAM SUPPORT
29,000
WHARTON INSTITUTE FOR THE PERFORMING ARTSINC THE
60 LOCUST AVE
BERKELEY HTS
,
NJ
079221602
N/A
PC
PROGRAM SUPPORT
10,000
WINSTON PROUTY CENTER FOR CHILD AND FAMILY DEVELOPMENT
209 AUSTINE DRIVE
BRATTLEBORO
,
VT
053014481
N/A
PC
PROGRAM SUPPORT
14,500
WRITE ON SPORTS INC
PO BOX 833
SOUTH ORANGE
,
NJ
07079
N/A
PC
PROGRAM SUPPORT
30,000
YMCA - EASTERN UNION COUNTY (GATEWAY FAMILY YMCA)
135 MADISON AVE
ELIZABETH
,
NJ
072012420
N/A
PC
PROGRAM SUPPORT
20,000
YMCA - GREATER BURLINGTON
266 COLLEGE ST
BURLINGTON
,
VT
054018318
N/A
PC
PROGRAM SUPPORT
1,000
YM-YWHA OF UNION COUNTY INC
501 GREEN LN
UNION
,
NJ
070837782
N/A
PC
PROGRAM SUPPORT
10,000
YORK STREET PROJECT
89 YORK STREET
JERSEY CITY
,
NJ
07302
N/A
PC
PROGRAM SUPPORT
20,000
YOUNG TRADITION VERMONT
PO BOX 163
FAIRFAX
,
VT
054540163
N/A
PC
PROGRAM SUPPORT
17,500
YOUTH CONSULTATION SERVICE INC
284 BROADWAY
NEWARK
,
NJ
071044003
N/A
PC
PROGRAM SUPPORT
20,000
YWCA - EASTERN UNION COUNTY
1131 E JERSEY ST
ELIZABETH
,
NJ
07201
N/A
PC
PROGRAM SUPPORT
15,000
Total
.................................
3a
3,823,225
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
62,455
4
Dividends and interest from securities
....
525990
1,084
14
1,449,395
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
525990
365
18
3,002,204
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
CORPORATE ACTIONS
01
3,196
b
GRANT REFUND
01
45,740
c
OTHER PARTNERSHIP INCOME
525990
1,888
01
-1,888
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
3,337
4,561,102
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
4,564,439
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description