Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
FUND FOR NEW JERSEY
 
Number and street (or P.O. box number if mail is not delivered to street address)ONE PALMER SQUARE EAST NO 303
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PRINCETON, NJ08542
A Employer identification number

22-1895028
B Telephone number (see instructions)

(609) 356-0421
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$64,582,151
J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 700,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 474,876 474,876  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,068,743
b Gross sales price for all assets on line 6a 22,465,036
7 Capital gain net income (from Part IV, line 2)... 2,068,743
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).......      
12 Total. Add lines 1 through 11........ 3,243,619 2,543,619  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 244,977 2,450   242,527
14 Other employee salaries and wages...... 236,071 21,907   210,030
15 Pension plans, employee benefits....... 145,270 3,516   141,582
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 50,024 35,017   14,557
c Other professional fees (attach schedule).... 215,067 213,681   1,386
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 31,229 0   0
19 Depreciation (attach schedule) and depletion... 656 0  
20 Occupancy.............. 70,925 0   70,925
21 Travel, conferences, and meetings....... 10,328 0   10,328
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 79,175 0   91,639
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,083,722 276,571   782,974
25 Contributions, gifts, grants paid....... 3,751,424 3,652,304
26 Total expenses and disbursements. Add lines 24 and 25 4,835,146 276,571   4,435,278
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,591,527
b Net investment income (if negative, enter -0-) 2,267,048
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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
Assets 1 Cash—non-interest-bearing............. 1,852,483 469,713 469,713
2 Savings and temporary cash investments......... 365,622 551,075 551,075
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 12,868 13,436 13,436
10a Investments—U.S. and state government obligations (attach schedule) 370,671 0 0
b Investments—corporate stock (attach schedule)....... 11,341,458 Click to see attachment21,097,354 21,097,354
c Investments—corporate bonds (attach schedule)....... 4,112,696 0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 41,891,591 Click to see attachment42,366,221 42,366,221
14 Land, buildings, and equipment: basis bullet49,095
Less: accumulated depreciation (attach schedule) bullet43,186 0 Click to see attachment5,909 5,909
15 Other assets (describe bullet) Click to see attachment57,558 Click to see attachment78,443 Click to see attachment78,443
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 60,004,947 64,582,151 64,582,151
Liabilities 17 Accounts payable and accrued expenses.......... 41,676 68,748
18 Grants payable................. 475,010 574,130
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 bullet) Click to see attachment190,897 Click to see attachment175,980
23 Total liabilities (add lines 17 through 22)......... 707,583 818,858
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 59,297,364 63,643,293
25 Net assets with donor restrictions............   120,000
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 59,297,364 63,763,293
30 Total liabilities and net assets/fund balances (see instructions). 60,004,947 64,582,151
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
59,297,364
2
Enter amount from Part I, line 27a .....................
2
-1,591,527
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
6,142,842
4
Add lines 1, 2, and 3 ..........................
4
63,848,679
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
85,386
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
63,763,293
Form 990-PF (2020)
Form 990-PF (2020)
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 CHARLES SCHWAB - COHO - PUBLICLY TRADED SECURITIES P    
b CHARLES SCHWAB - POLEN - PUBLICLY TRADED SECURITIES P    
c CHARLES SCHWAB - JENSEN - PUBLICLY TRADED SECURITIES P    
d BOSTON WALDEN - PUBLICLY TRADED SECURITIES P    
e IRM - PUBLICLY TRADED SECURITIES P    
PIMCO LOW DURATION P    
LSV VALUE EQUITY FUND 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 255,402   231,532 23,870
b 682,057   711,346 -29,289
c 1,009,917   998,187 11,730
d 1,528,019   1,682,303 -154,284
e 5,833,432   5,361,970 471,462
7,403,626   7,218,912 184,714
5,752,583   4,192,043 1,560,540
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       23,870
b       -29,289
c       11,730
d       -154,284
e       471,462
      184,714
      1,560,540
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 2,068,743
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 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 31,512
c All other domestic foundations enter 1.39% 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 31,512
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 31,512
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 34,696
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 44,696
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 13,184
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet13,184 RefundedBullet 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 the instructions
for the 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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)
    bullet
    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 .Click to see attachment
    8b
     
    No
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletWWW.FUNDFORNJ.ORG
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (609) 356-0421

    Located atbulletONE PALMER SQUARE EAST - SUITE 303PRINCETONNJ ZIP+4bullet08542
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
    ........bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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
    BETH K JAMIESON PRESIDENT
    40.00
    244,977 47,126 0
    ONE PALMER SQUARE EAST - SUITE 303
    PRINCETON,NJ08542
    HON DEBORAH T PORITZ CHAIR
    1.00
    0 0 0
    ONE PALMER SQUARE EAST - SUITE 303
    PRINCETON,NJ08542
    CANDACE M ASHMUN VICE CHAIR
    1.00
    0 0 0
    ONE PALMER SQUARE EAST - SUITE 303
    PRINCETON,NJ08542
    BRENDAN T BYRNE JR TREASURER
    1.00
    0 0 0
    ONE PALMER SQUARE EAST - SUITE 303
    PRINCETON,NJ08542
    DR HENRY A COLEMAN TRUSTEE
    1.00
    0 0 0
    ONE PALMER SQUARE EAST - SUITE 303
    PRINCETON,NJ08542
    DR JOHN W CORNWALL TRUSTEE
    1.00
    0 0 0
    ONE PALMER SQUARE EAST - SUITE 303
    PRINCETON,NJ08542
    HON JON CORZINE TRUSTEE
    1.00
    0 0 0
    ONE PALMER SQUARE EAST - SUITE 303
    PRINCETON,NJ08542
    MICHELLENE DAVIS TRUSTEE
    1.00
    0 0 0
    ONE PALMER SQUARE EAST - SUITE 303
    PRINCETON,NJ08542
    JOHN FARMER TRUSTEE
    1.00
    0 0 0
    ONE PALMER SQUARE EAST - SUITE 303
    PRINCETON,NJ08542
    HON JAMES FLORIO TRUSTEE
    1.00
    0 0 0
    ONE PALMER SQUARE EAST - SUITE 303
    PRINCETON,NJ08542
    FEATHER HOUSTOUN TRUSTEE
    1.00
    0 0 0
    ONE PALMER SQUARE EAST - SUITE 303
    PRINCETON,NJ08542
    EDWARD LLOYD TRUSTEE
    1.00
    0 0 0
    ONE PALMER SQUARE EAST - SUITE 303
    PRINCETON,NJ08542
    LAWRENCE S LUSTBERG TRUSTEE
    1.00
    0 0 0
    ONE PALMER SQUARE EAST - SUITE 303
    PRINCETON,NJ08542
    AMY MANSUE TRUSTEE
    1.00
    0 0 0
    ONE PALMER SQUARE EAST - SUITE 303
    PRINCETON,NJ08542
    RICHARD W ROPER TRUSTEE
    1.00
    0 0 0
    ONE PALMER SQUARE EAST - SUITE 303
    PRINCETON,NJ08542
    GRIZEL UBARRY TRUSTEE
    1.00
    0 0 0
    ONE PALMER SQUARE EAST - SUITE 303
    PRINCETON,NJ08542
    RICHARD L WRIGHT TRUSTEE
    1.00
    0 0 0
    ONE PALMER SQUARE EAST - SUITE 303
    PRINCETON,NJ08542
    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
    LUCIA I VANDENBERG SENIOR PROGRAM OFFIC
    40.00
    128,835 30,973 0
    ONE PALMER SQUARE E STE 303
    PRINCETON,NJ08542
    ALISON BARON OFFICE MANAGER
    40.00
    61,330 7,131 0
    ONE PALMER SQUARE E STE 303
    PRINCETON,NJ08542
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    MERCER INVESTMENT CONSULTING INC INVESTMENT CONSULTANT 76,661
    601 MERRIT 7 CORPORATE PARK
    NORWALK,CT06856
    CHARLES SCHWAB CONSULTING INVESTMENT CONSULTANT 75,174
    PO BOX 628291
    ORLANDO,FL32862
    Total number of others receiving over $50,000 for professional services.............bullet0
    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  
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    53,546,968
    b
    Average of monthly cash balances.......................
    1b
    1,339,432
    c
    Fair market value of all other assets (see instructions)................
    1c
    63,062
    d
    Total (add lines 1a, b, and c).........................
    1d
    54,949,462
    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
    54,949,462
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    824,242
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    54,125,220
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,706,261
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,706,261
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    31,512
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    31,512
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,674,749
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,674,749
    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
    2,674,749
    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
    4,435,278
    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
    6,565
    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
    4,441,843
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,441,843
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 2,674,749
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 434,636
    b From 2016...... 567,983
    c From 2017...... 538,766
    d From 2018...... 67,033
    e From 2019...... 577,606
    fTotal of lines 3a through e........ 2,186,024
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 4,441,843
    a Applied to 2019, 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)........
    Click to see attachment700,000
    d Applied to 2020 distributable amount..... 2,674,749
    e Remaining amount distributed out of corpus 1,067,094
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,953,118
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    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) .......
    700,000
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    434,636
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    2,818,482
    10 Analysis of line 9:
    a Excess from 2016.... 567,983
    b Excess from 2017.... 538,766
    c Excess from 2018.... 67,033
    d Excess from 2019.... 577,606
    e Excess from 2020.... 1,067,094
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    PROGRAM OFFICER
    ONE PALMER SQUARE EAST - SUITE 303
    PRINCETON,NJ08542
    (609) 356-0421
    PROGRAMOFFICER@FUNDFORNJ.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    ORGANIZATIONS THAT ARE NOT CURRENTLY RECEIVING FUNDING MUST SUBMIT A LETTER OF INQUIRY VIA EMAIL. IF AN ORGANIZATION IS INVITED TO SUBMIT A FULL APPLICATION, NOTIFICATION WILL BE GIVEN WITHIN 12 WEEKS. LETTERS OF INQUIRY MUST BE EMAILED TO ABARON@FUNDFORNJ.ORG AND INCLUDE THE FOLLOWING: -CONTACT INFORMATION FOR THE ORGANIZATION INCLUDING THE EXECUTIVE DIRECTOR AND PERSON RESPONSIBLE FOR THE LETTER OF INQUIRY -AMOUNT AND TYPE (OPERATING OR PROGRAM SUPPORT) OF FUNDING REQUESTED -PROBLEM OR NEED TO BE ADDRESSED (MAXIMUM 100 WORDS) -SUMMARY OF REQUEST,INCLUDING INTERVENTIONS AND ANTICIPATED OUTCOMES(MAX 250 WORDS) -ORGANIZATION BUDGET AND ACTUALS FOR THE CURRENT FISCAL YEAR -PROGRAM BUDGET (IF APPLICABLE) ORGANIZATIONS CURRENTLY RECEIVING FUNDING SHOULD CONTACT THEIR PROGRAM OFFICER FOR INSTRUCTIONS ON REAPPLYING.
    cAny submission deadlines:
    APPLICATIONS FROM INVITED AND RENEWING ORGANIZATIONS ARE DUE AS INSTRUCTED BY PROGRAM STAFF.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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).
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    ASSOCIATION OF NEW JERSEY ENVIRONMENTAL COMMISSIONS
    300 MENDHAM ROAD
    MORRIS TOWNSHIP,NJ07960
    N/A 501(C)(3) TO ADVANCE STATE AND LOCAL POLICY TO IMPROVE WATER QUALITY, PROTECT WATER SUPPLY, AND REDUCE PLASTICS POLLUTION. 60,000
    CENTER FOR NON-PROFITS
    3635 QUAKERBRIDGE ROAD 35
    MERCERVILLE,NJ08619
    N/A 501(C)(3) TO PROMOTE A ROBUST NON-PROFIT SECTOR BY PROTECTING AGAINST FEDERAL POLICY THREATS, ADVANCING STATE POLICIES TO STRENGTHEN THE SECTOR, SUPPORTING THE 2020 CENSUS, AND ADVANCING DIVERSITY, EQUITY, AND INCLUSION IN THE NON-PROFIT SECTOR. 25,000
    NEW JERSEY CONSERVATION FOUNDATION
    170 LONGVIEW ROAD
    FAR HILLS,NJ07931
    N/A 501(C)(3) TO HALT THE CONSTRUCTION OF PIPELINES PROPOSED TO CUT THROUGH CONSERVED LANDS WHILE SUPPORTING THE RAPID TRANSITION TO RENEWABLE ENERGY IN NEW JERSEY. 65,000
    NEW JERSEY HIGHLANDS COALITION
    508 MAIN STREET
    BOONTON,NJ07005
    N/A 501(C)(3) TO PROTECT AND DEFEND THE HIGHLANDS ACT AND THE REGIONAL MASTER PLAN (RMP) AND TO EDUCATE THE PUBLIC AND DECISION-MAKERS ABOUT THE IMPORTANCE OF PROTECTING NATURAL RESOURCES OF THE HIGHLANDS. 55,000
    PINELANDS PRESERVATION ALLIANCE
    17 PEMBERTON ROAD
    SOUTHAMPTON TOWNSHIP,NJ08088
    N/A 501(C)(3) TO ADVANCE AND ENFORCE POLICIES TO PROTECT THE NATURAL RESOURCES OF THE PINELANDS REGION. 50,000
    AMERICAN CIVIL LIBERTIES UNION OF NEW JERSEY
    PO BOX 32159
    NEWARK,NJ07102
    N/A 501(C)(3) TO SUPPORT THE REPARATIVE JUSTICE COALITION IN NEW JERSEY. 15,000
    BRICK EDUCATION NETWORK
    534 CLINTON AVE
    NEWARK,NJ07108
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 25,000
    CAIR-NJ
    4475 S CLINTON AVE 202
    PLAINFIELD,NJ07080
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 20,000
    NEW JERSEY CITIZEN ACTION EDUCATION FUND
    625 BROAD ST 270
    NEWARK,NJ07102
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 30,000
    NEW JERSEY COUNCIL OF COUNTY COLLEGES
    330 WEST STATE ST
    TRENTON,NJ08618
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 6,130
    NEW JERSEY LIBRARY ASSN
    4 WEST LAFAYETTE ST
    TRENTON,NJ08608
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 13,300
    NEW JERSEY SPOTLIGHT
    825 EIGHTH AVENUE
    NEW YORK,NY10019
    N/A 501(C)(3) TO PROVIDE HIGH-QUALITY PUBLIC AFFAIRS COVERAGE AND ANALYSIS OF CURRENT ISSUES IN NEW JERSEY. 100,000
    NEWARK PUBLIC LIBRARY
    5 WASHINGTON ST
    NEWARK,NJ07102
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 18,147
    PARTNERSHIP FOR AMERICA'S CHILDREN
    5335 WISCONSIN AVE NW SUITE 440 PMB
    4028
    WASHINGTON,DC20015
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 4,400
    PUERTO RICAN ACTION BD (PRAB)
    90 JERSEY AVE
    NEW BRUNSWICK,NJ08901
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 12,835
    SALVATION AND SOCIAL JUSTICE
    32 COURTLAND ST
    WOODBURY,NJ08096
    N/A 501(C)(3) TO SUPPORT THE REPARATIVE JUSTICE COALITION IN NEW JERSEY. 100,000
    TRI-STATE TRANSPORTATION CAMPAIGN
    231 W 29TH STREET SUITE 904
    NEW YORK,NY10001
    N/A 501(C)(3) TO ORGANIZE AND ADVOCATE FOR A STRONG AND EQUITABLE PUBLIC TRANSIT SYSTEM AND TO ADVANCE CLIMATE RESILIENT TRANSPORTATION POLICIES WITH A FOCUS ON ENVIRONMENTAL JUSTICE COMMUNITIES. 25,000
    UNIDAD LATINA EN ACCION NJ
    108 MAIN ST
    HIGHTSTOWN,NJ08520
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 15,000
    UNITED PROGRESS INC (UPI)
    162 WEST STATE ST
    TRENTON,NJ08608
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 5,000
    VIETLEAD
    1207 CHESTNUT ST
    PHILADELPHIA,PA19107
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 15,000
    A BETTER WAY
    65 PROSPECT ST
    TRENTON,NJ08618
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 10,000
    ADHIKAAR
    71-7 WOODSIDE AVE
    WOODSIDE,NY11377
    N/A 501(C)(3) TO DEVELOP AND IMPLEMENT A NEW JERSEY-SPECIFIC CAMPAIGN TO ADVOCATE FOR A STATEWIDE DOMESTIC WORKER BILL OF RIGHTS. 15,000
    ADVOCATES FOR CHILDREN OF NEW JERSEY
    35 HALSEY STREET
    NEWARK,NJ07102
    N/A 501(C)(3) TO ADVANCE STATE AND FEDERAL POLICIES THAT SUPPORT LOW-INCOME CHILDREN AND FAMILIES AND IMPROVE EDUCATIONAL OUTCOMES FOR CHILDREN IN AT-RISK COMMUNITIES. 75,000
    AMERICAN CIVIL LIBERTIES UNION OF NEW JERSEY
    PO BOX 32159
    NEWARK,NJ07102
    N/A 501(C)(3) TO ADVANCE ITS RACIAL JUSTICE WORK IN NEW JERSEY OVER THE COMING YEAR, WITH PARTICULAR FOCUS ON ADVOCATING FOR PROSECUTORIAL REFORM, POLICE REFORM, EXPANDED VOTING RIGHTS, PROTECTING IMMIGRANTS RIGHTS, AND EQUITABLE MARIJUANA REFORM. 85,000
    AMERICAN FRIENDS SERVICE COMMITTEE
    89 MARKET STREET 6
    NEWARK,NJ07102
    N/A 501(C)(3) TO REDUCE DETENTION OF IMMIGRANTS, TO ADVOCATE FOR UNIVERSAL REPRESENTATION, AND TO SECURE COMPREHENSIVE PRO-IMMIGRANT POLICIES. 100,000
    ARM IN ARM
    123 E HANOVER ST
    TRENTON,NJ08608
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 11,000
    BERGEN COMMUNITY COLLEGE
    400 PARAMUS RD
    PARAMUS,NJ07652
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 130
    CASA FREEHOLD
    4 JACKSON ST
    FREEHOLD,NJ07728
    N/A 501(C)(3) TO DEVELOP AND IMPLEMENT A NEW JERSEY-SPECIFIC CAMPAIGN TO ADVOCATE FOR A STATEWIDE DOMESTIC WORKER BILL OF RIGHTS. 15,000
    CHILDREN'S FUTURES
    16 WEST FRONT ST 220
    TRENTON,NJ08608
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 10,000
    CITY OF NEWARK
    PO BOX 338
    MORRISTOWN,NJ07963
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 49,000
    COMMUNITY AFFAIRS & RESOURCE CENTER
    913 SEWALL AVE
    ASBURY PARK,NJ07712
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 2,408
    COMMUNITY AFFAIRS RESOURCE CENTER (CARC)
    913 SEWALL AVE
    ASBURY PARK,NJ07712
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 10,000
    COMMUNITY FOOD BANK OF NJ
    31 EVANS TERMINAL
    HILLSIDE,NJ07205
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 13,270
    DISABILITY RIGHTS NJ
    210 S BROAD ST 3
    TRENTON,NJ08608
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 5,000
    EASTERN ENVIRONMENTAL LAW CENTER
    50 PARK PLACE SUITE 1025
    NEWARK,NJ07102
    N/A 501(C)(3) TO REPRESENT ENVIRONMENTAL AND COMMUNITY ORGANIZATIONS TO ADDRESS ENVIRONMENTAL SUSTAINABILITY AND CLIMATE RESILIENCY ISSUES IN NEW JERSEY. 85,000
    EDUCATION LAW CENTER
    60 PARK PLACE SUITE 300
    NEWARK,NJ07102
    N/A 501(C)(3) TO ENSURE EQUAL ACCESS TO A HIGH-QUALITY PUBLIC EDUCATION BY ADVOCATING FOR DIGITAL LEARNING TOOLS, ADEQUATE FUNDING, SCHOOL CONSTRUCTION NEEDS, AND CURRICULUM STANDARDS AND ASSESSMENT POLICIES TO IMPROVE EQUITABLE EDUCATIONAL OUTCOMES IN THIS TIME OF THE COVID-19 GLOBAL HEALTH CRISIS. 100,000
    ELIZABETH COALITION FOR THE HOMELESS
    118 DIVISION ST
    ELIZABETH,NJ07201
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 8,000
    ENVIRONMENT NEW JERSEY RESEARCH AND POLICY CENTER
    104 BAYARD ST 6TH FL
    NEW BRUNSWICK,NJ08901
    N/A 501(C)(3) TO ADVOCATE FOR CLEAN ENERGY AND TRANSPORTATION POLICIES IN NEW JERSEY, AND TO PROVIDE LEADERSHIP TO JERSEY RENEWS, A STATEWIDE COALITION WORKING TO ADVANCE CLIMATE JUSTICE, CLEAN ENERGY, AND GOOD JOBS IN COLLABORATION WITH GREENFAITH AND NJ WORK ENVIRONMENT COUNCIL. 75,000
    ESSEX COUNTY COLLEGE
    303 UNIVERSITY AVE
    NEWARK,NJ07102
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 5,000
    FAIR SHARE HOUSING CENTER
    510 PARK BOULEVARD
    CHERRY HILL,NJ08002
    N/A 501(C)(3) TO ADVANCE RACIAL EQUITY AND EXPAND AFFORDABLE HOUSING CREATION IN GEOGRAPHIC AREAS OF OPPORTUNITY NEAR JOBS, TRANSIT, AND HIGH-QUALITY SCHOOLS. 100,000
    FAITH IN NJ
    PO BOX 1317
    CAMDEN,NJ08105
    N/A 501(C)(3) TO INFORM DECISION MAKERS AND THE PUBLIC AND TO ADVOCATE FOR POLICIES THAT PROMOTE THE HUMAN RIGHTS OF IMMIGRANTS AND ADVANCE RACIAL JUSTICE IN NEW JERSEY. 50,000
    FAITH IN NJ
    PO BOX 1317
    CAMDEN,NJ08105
    N/A 501(C)(3) TO SUPPORT THE REPARATIVE JUSTICE COALITION IN NEW JERSEY. 215,000
    FOCUS HISPANIC CENTER FOR COMMUNITY DEVELOPMENT
    441 BROAD ST
    NEWARK,NJ07102
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 7,800
    FUNDERS COLLABORATIVE FOR IMMIGRANT FAMILIES IN THE GARDEN STATE
    PO BOX 338
    MORRISTOWN,NJ07963
    N/A 501(C)(3) TO ADDRESS THE SERIOUS AND GROWING NEEDS OF IMMIGRANT COMMUNITIES IN NEW JERSEY. 50,000
    GATEWAY CAP
    110 COHANSEY ST
    BRIDGETON,NJ08302
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 5,000
    GREATER BERGEN COMMUNITY ACTION
    392 MAIN ST
    HACKENSACK,NJ07601
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 7,395
    GREEN AND HEALTHY HOMES INITIATIVE
    2714 HUDSON STREET
    BALTIMORE,MD21224
    N/A 501(C)(3) TO ELIMINATE CHILDHOOD LEAD POISONING IN NEW JERSEY BY PROVIDING EXPERTISE AND PROJECT SUPPORT TO THE LEAD FREE NEW JERSEY CAMPAIGN AND TO CONTINUE TO ADVANCE THE 10 STRATEGIC RECOMMENDATIONS OF THE 2018 NEW JERSEY LEAD POISONING PREVENTION ACTION PLAN. 75,000
    GREENFAITH
    101 SOUTH 3RD AVENUE
    HIGHLAND PARK,NJ08904
    N/A 501(C)(3) TO PROVIDE CAMPAIGN LEADERSHIP TO JERSEY RENEWS CLEAN ENERGY POLICY AND TO ENGAGE THE FAITH SECTOR, WITH A FOCUS ON THE AFRICAN-AMERICAN FAITH COMMUNITY. 25,000
    HAITIAN PASTOR'S ASSOCIATION HPA
    15 PROSPECT ST
    EAST ORANGE,NJ07017
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 15,000
    HOPES
    301 GARDEN ST
    HOBOKEN,NJ07030
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 5,500
    HOUSING AND COMMUNITY DEVELOPMENT NETWORK OF NEW JERSEY
    145 WEST HANOVER STREET
    TRENTON,NJ08608
    N/A 501(C)(3) TO ADVANCE THE RIGHTS OF NEW JERSEY RENTERS THROUGH ITS RENT: RENTER EMPOWERMENT AND NEIGHBORHOOD TOOLS CAMPAIGN, AND TO ADVANCE COMPLEMENTARY POLICIES THAT COMBAT HOMELESSNESS, PREVENT FORECLOSURE, FOSTER HEALTHY HOMES, AND PROMOTE EQUITABLE AND AFFORDABLE URBAN DEVELOPMENT. 100,000
    HYACINTH AIDS FOUNDATION
    317 GEORGE STREET SUITE 203
    NEW BRUNSWICK,NJ08901
    N/A 501(C)(3) TO PREVENT NEW HIV/AIDS INFECTIONS AND TO ENSURE THAT THOSE LIVING WITH HIV/AIDS IN NEW JERSEY HAVE ACCESS TO NECESSARY HEALTH CARE AND SERVICES. 25,000
    IMUSA IMMIGRANTS & MINORITIES UNIFY SERVICES ASSN
    7 NORTH GEORGIA AVE
    ATLANTIC CITY,NJ08401
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 10,000
    IRONBOUND COMMUNITY CORPORATION
    317 ELM STREET
    NEWARK,NJ07102
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 20,000
    IRONBOUND COMMUNITY CORPORATION
    317 ELM STREET
    NEWARK,NJ07102
    N/A 501(C)(3) TO ADVANCE ITS ENVIRONMENTAL JUSTICE POLICY, ADVOCACY, AND COMMUNITY ORGANIZING WORK IN NEWARK AND STATEWIDE 50,000
    IRVINGTON CHDO
    1 CIVIC SQ STE 102
    IRVINGTON,NJ07111
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 15,000
    LATINO ACTION NETWORK FOUNDATION
    1 BROAD ST
    FREEHOLD,NJ08826
    N/A 501(C)(3) FOR ITS COLLABORATION WITH SALVATION AND SOCIAL JUSTICE TO BUILD A DIGITAL MEDIA YOUTH ORGANIZING STRATEGY TO ENGAGE YOUTH, EDUCATORS, AND ADVOCATES IN A CAMPAIGN FOR EQUITABLE SCHOOL INTEGRATION IN NEW JERSEY. 57,500
    LATINO ACTION NETWORK FOUNDATION
    1 BROAD ST
    FREEHOLD,NJ08826
    N/A 501(C)(3) TO SUPPORT THE REPARATIVE JUSTICE COALITION IN NEW JERSEY. 70,000
    LEAGUE OF WOMEN VOTERS OF NEW JERSEY EDUCATION FUND
    204 WEST STATE ST 1
    TRENTON,NJ08608
    N/A 501(C)(3) TO SUPPORT THE REPARATIVE JUSTICE COALITION IN NEW JERSEY. 75,000
    MAKE THE ROAD NEW JERSEY
    301 GROVE ST
    BROOKLYN,NY11237
    N/A 501(C)(3) TO BUILD IMMIGRANT POWER THROUGH GRASSROOTS ORGANIZING AND POLICY INNOVATION TO CREATE A MORE WELCOMING GARDEN STATE. JOINT GRANT WITH WIND OF THE SPIRIT. 75,000
    MUSLIM LEAGUE OF VOTERS OF NJ
    POST OFFICE BOX 243
    IRVINGTON,NJ07111
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 7,500
    NEW BRUNSWICK TOMORROW
    390 GEORGE ST 2
    NEW BRUNSWICK,NJ08901
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 9,000
    NEW JERSEY ALLIANCE FOR IMMIGRANT JUSTICE
    45 W 36TH ST 6TH FLOOR
    NY,NY10018
    N/A 501(C)(3) TO BUILD A STRONG STATEWIDE COALITION TO ADVANCE IMMIGRANT-FRIENDLY STATE POLICIES WITH AN EMPHASIS ON ADVANCING CAMPAIGNS FOR FAIR AND WELCOMING STATE AND DRIVERS LICENSE FOR ALL. 100,000
    NEW JERSEY CITIZEN ACTION EDUCATION FUND
    625 BROAD ST SUITE 270
    NEWARK,NJ07102
    N/A 501(C)(3) TO ADVANCE PUBLIC POLICY SOLUTIONS THAT PROMOTE ECONOMIC AND SOCIAL JUSTICE, IMPROVE HEALTH CARE ACCESS AND AFFORDABLE COVERAGE, AND ENSURE SUFFICIENT REVENUE TO ADDRESS NEW JERSEYS STATE BUDGET NEEDS. 100,000
    NEW JERSEY COALITION AGAINST SEXUAL ASSAULT (NJCASA)
    3150 BRUNSWICK PIKE 160
    LAWRENCE TWP,NJ08648
    N/A 501(C)(3) TO DEVELOP AND ADVOCATE FOR POLICIES TO PREVENT SEXUAL ASSAULT AND HARASSMENT AND TO BETTER SERVE SEXUAL ASSAULT SURVIVORS. 50,000
    NEW JERSEY FUTURE
    16 WEST LAFAYETTE STREEET
    TRENTON,NJ08608
    N/A 501(C)(3) TO REDUCE LEAD CONTAMINATION OF NEW JERSEY DRINKING WATER BY ADVANCING THE RECOMMENDATIONS OF THE JERSEY WATER WORKS REPORT, LEAD IN DRINKING WATER: A PERMANENT SOLUTION FOR NEW JERSEY, AND PROVIDING LEADERSHIP TO THE LEAD FREE NEW JERSEY CAMPAIGN. 70,000
    NEW JERSEY INSTITUTE FOR SOCIAL JUSTICE
    60 PARK PL SUITE 511
    NEWARK,NJ07102
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 402
    NEW JERSEY INSTITUTE FOR SOCIAL JUSTICE
    60 PARK PL SUITE 511
    NEWARK,NJ07102
    N/A 501(C)(3) TO ADVANCE RACIAL AND ECONOMIC JUSTICE IN NEW JERSEYS URBAN COMMUNITIES, WITH PARTICULAR FOCUS ON THE RACIAL WEALTH GAP, VOTING RIGHTS, AND POLICE REFORM. 85,000
    NEW JERSEY INSTITUTE FOR SOCIAL JUSTICE
    60 PARK PL SUITE 511
    NEWARK,NJ07102
    N/A 501(C)(3) TO SUPPORT THE REPARATIVE JUSTICE COALITION IN NEW JERSEY. 15,000
    NEW JERSEY POLICY PERSPECTIVE
    137 WEST HANOVER STREET
    TRENTON,NJ08608
    N/A 501(C)(3) TO DRIVE POLICY CHANGE TO FOSTER SHARED PROSPERITY, RACIAL EQUITY, AND A MORE JUST NEW JERSEY ECONOMY THROUGH EVIDENCE-BASED INDEPENDENT RESEARCH, ANALYSIS, AND STRATEGIC COMMUNICATIONS. 125,000
    NEW JERSEY POLICY PERSPECTIVE
    137 WEST HANOVER STREET
    TRENTON,NJ08608
    N/A 501(C)(3) TO SUPPORT THE REPARATIVE JUSTICE COALITION IN NEW JERSEY. 130,000
    NEW JERSEY PUBLIC RADIO
    160 VARICK STREET
    NEW YORK,NY10013
    N/A 501(C)(3) TO PROVIDE HIGH-QUALITY PUBLIC AFFAIRS REPORTING AND FILL THE LOCAL NEWS VOID IN NEW JERSEY THROUGH COLLABORATIONS WITH MEDIA PARTNERS, COMMUNITY ORGANIZATIONS, AND LOCAL COMMUNITIES. 50,000
    NEW JERSEY WORK ENVIRONMENT COUNCIL
    172 WEST STATE STREET 2ND FLOOR
    TRENTON,NJ08608
    N/A 501(C)(3) TO ADVANCE POLICIES FOR CLIMATE AND CLEAN ENERGY, RIGHT TO KNOW, AND COVID-19 WORKER PROTECTIONS, AND TO PROVIDE LEADERSHIP TO JERSEY RENEWS. 75,000
    NEW LABOR
    103 BAYARD ST
    NEW BRUNSWICK,NJ08901
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 11,000
    NEW LABOR
    103 BAYARD ST
    NEW BRUNSWICK,NJ08901
    N/A 501(C)(3) TO DEVELOP AND IMPLEMENT A NEW JERSEY-SPECIFIC CAMPAIGN TO ADVOCATE FOR A STATEWIDE DOMESTIC WORKER BILL OF RIGHTS. 15,000
    NEW YORKNEW JERSEY BAYKEEPER
    1222 NJ-36 UNIT 4
    HAZLET,NJ07730
    N/A 501(C)(3) TO ADVANCE ITS CLEAN WATER CAMPAIGN TO PROTECT, PRESERVE, AND RESTORE THE HUDSON-RARITAN HARBOR ESTUARY. 40,000
    PALESTIAN AMERICAN COMMUNITY CENTER (PACC)
    388 LAKEVIEW AVE
    CLIFTON,NJ07011
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 7,500
    PROJECT READY
    70 CLINTON AVE
    NEWARK,NJ07112
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 20,000
    REGIONAL PLAN ASSOCIATION
    ONE WHITEHALL STREET 16TH FLOOR
    NEW YORK,NY10004
    N/A 501(C)(3) TO ADVOCATE FOR POLICIES IN NEW JERSEY AND NATIONALLY TO IMPLEMENT THE TWO-PHASE GATEWAY TRANSIT RAIL PROGRAM. 25,000
    SALVATION AND SOCIAL JUSTICE
    32 COURTLAND ST
    WOODBURY,NJ08096
    N/A 501(C)(3) FOR ITS COLLABORATION WITH LATINO ACTION NETWORK FOUNDATION TO BUILD A DIGITAL MEDIA YOUTH ORGANIZING STRATEGY TO ENGAGE YOUTH, EDUCATORS, AND ADVOCATES IN A CAMPAIGN FOR EQUITABLE SCHOOL INTEGRATION IN NEW JERSEY. 57,500
    UNITED COMMUNITY CORPORATION
    332 SOUTH 8TH ST
    NEWARK,NJ07103
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 20,000
    UNITED PROGRESS INC UPI
    162 WEST STATE ST
    TRENTON,NJ08608
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 13,350
    UNITED WAY OF GLOUCESTER COUNTY
    454 CROWN POINT RD
    THOROFARE,NJ08086
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 5,000
    UNITED WAY OF PASSAIC
    301 MAIN ST
    PATERSON,NJ07505
    N/A 501(C)(3) TO SUPPORT A COMPLETE AND ACCURANT COUNT OF NEW JERSEYANS IN THE 2020 CENSUS. 10,000
    UNIVERSITY OF CHICAGO - CRIME LAB NY
    6054 SOUTH DREXEL AVE STE 300
    CHICAGO,IL60637
    N/A 501(C)(3) FOR RESEARCH TO MEASURE RACIAL DISPARITIES IN NEW JERSEYS CRIMINAL JUSTICE SYSTEM AND TO DEVELOP STRATEGIES TO REDRESS STRUCTURAL RACISM WITHIN THE SYSTEM. 50,000
    WHYY-FM
    150 N 6TH STREET
    PHILADELPHIA,PA19106
    N/A 501(C)(3) TO PROVIDE HIGH-QUALITY PUBLIC AFFAIRS REPORTING AND FILL THE LOCAL NEWS VOID IN NEW JERSEY THROUGH COLLABORATIONS WITH MEDIA PARTNERS, COMMUNITY ORGANIZATIONS, AND LOCAL COMMUNITIES. 50,000
    WIND OF THE SPIRIT
    40 SUSSEX AVENUE
    MORRISTOWN,NJ07906
    N/A 501(C)(3) TO BUILD IMMIGRANT POWER THROUGH GRASSROOTS ORGANIZING AND POLICY INNOVATION TO CREATE A MORE WELCOMING GARDEN STATE. JOINT GRANT WITH MAKE THE ROAD NEW JERSEY. 50,000
    WIND OF THE SPIRIT
    40 SUSSEX AVENUE
    MORRISTOWN,NJ07906
    N/A 501(C)(3) TO DEVELOP AND IMPLEMENT A NEW JERSEY-SPECIFIC CAMPAIGN TO ADVOCATE FOR A STATEWIDE DOMESTIC WORKER BILL OF RIGHTS. 15,000
    PROTEUS FUND
    15 RESEARCH DRIVE SUITE B
    AMHERST,MA01002
    N/A 501(C)(3) DEMOGRAPHIC ANALYSIS OF NJ FOR REDISTRICTING 4,500
    NJ ALLIANCE FOR IMMIGRANT JUSTICE
    45 WEST 36TH ST 7TH FLOOR
    NY,NY10018
    N/A 501(C)(3) TO BUILD A STRONG STATEWIDE COALITION TO ADVANCE IMMIGRANT-FRIENDLY STATE POLICIES WITH AN EMPHASIS ON ADVANCING CAMPAIGNS FOR FAIR AND WELCOMING STATE AND DRIVERS LICENSE FOR ALL 25,000
    MAKE THE ROAD NEW YORK
    449 TROUTMAN ST STE A
    BROOKLYN,NY07201
    N/A 501(C)(3) TO BUILD IMMIGRANT POWER THROUGH GRASSROOTS ORGANIZING AND POLICY INNOVATION TO CREATE A MORE WELCOMING GARDEN STATE. JOINT GRANT WITH WIND OF THE SPIRIT. 30,000
    NORTH JERSEY ALUMNAE
    PO BOX 22944
    NEWARK,NJ07101
    N/A 501(C)(3) RETURN OF UNSPENT FUNDS -263
    Total .................................bullet 3a 3,652,304
    bApproved for future payment
    WIND OF THE SPIRIT
    40 SUSSEX AVENUE
    MORRISTOWN,NJ07906
    N/A 501(C)(3) TO SUPPORT THE REPARATIVE JUSTICE COALITION IN NEW JERSEY. 160,000
    EASTERN ENVIRONMENTAL LAW CENTER
    50 PARK PLACE SUITE 1025
    NEWARK,NJ07102
    N/A 501(C)(3) TO ESTABLISH A NEW ENVIRONMENTAL JUSTICE STAFF ATTORNEY POSITION. 37,000
    NEW JERSEY ENVIRONMENTAL JUSTICE ALLIANCE
    PO BOX 1237
    TRENTON,NJ086071237
    N/A 501(C)(3) TO ADVANCE ENVIRONMENTAL JUSTICE POLICY WORK AT THE STATE, REGIONAL, AND LOCAL LEVELS WHILE WORKING TO BUILD ITS OWN ORGANIZATIONAL CAPACITY 150,000
    Total .................................bullet 3b 347,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 474,876  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot 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 ............
        18 2,068,743  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,543,619 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,543,619
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    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 (2020)
    Form 990-PF (2020)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    FUND FOR NEW JERSEY
     
    Employer identification number

    22-1895028
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    FUND FOR NEW JERSEY
     
    Employer identification number
    22-1895028
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    ROBERT WOOD JOHNSON FOUNDATION
     
    50 COLLEGE ROAD EAST
     
    PRINCETON, NJ08540

    $ 700,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    FUND FOR NEW JERSEY
     
    Employer identification number

    22-1895028
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    FUND FOR NEW JERSEY
     
    Employer identification number

    22-1895028
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    FUND FOR NEW JERSEY
    EIN:
    22-1895028
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 27,863 19,504   6,409
    AUDIT AND TAX PREPARATION 22,161 15,513   8,148

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    FUND FOR NEW JERSEY
    EIN:
    22-1895028
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTER AND TELECOM EQUIPMENT 2019-12-31 21,653 15,088 SL 3.000000000000 656 0    
    OFFICE FURNISHINGS 2011-12-31 27,442 27,442 SL 3.000000000000 0 0    

    TY 2020 DistributionFromCorpusElection
    Name:
    FUND FOR NEW JERSEY
    EIN:
    22-1895028
    Election:
    PAGE 9, PART XIII - UNDISTRIBUTED INCOME - LINE 4(C)THE FUND HEREBY ELECTS TO TREAT $700,000 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 $700,000 AS A DISTRIBUTION OUT OF CORPUS.________________________________

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    FUND FOR NEW JERSEY
    EIN:
    22-1895028
    Statement:
    THE FUND IS NOT REQUIRED TO FILE WITH THE STATE OF NEW JERSEY

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    FUND FOR NEW JERSEY
    EIN:
    22-1895028
    Name of Stock End of Year Book Value End of Year Fair Market Value
    APTARGROUP INC 73,921 73,921
    AVERY DENNISON CORP 83,759 83,759
    PACKAGING CORP OF AMERICA 71,024 71,024
    RPM INTERNATIONAL INC 99,858 99,858
    APPLIED INDUSTRIAL TECH INC 61,612 61,612
    C H ROBINSON WORLDWIDE INC 45,996 45,996
    DONALDSON CO INC 88,849 88,849
    EXPEDITORS INTL WASH INC 87,026 87,026
    HUBBELL INC 100,346 100,346
    LINCOLN ELECTRIC HOLDINGS 65,681 65,681
    MASCO CORP COM 76,902 76,902
    MIDDLEBY CORP 54,791 54,791
    NORDSON CORPORATION 60,285 60,285
    SMITH (A.O.) CORP 69,896 69,896
    UNIFIRST CORP/MA 68,799 68,799
    CARTER INC 72,904 72,904
    CHOICE HOTELS INTL INC 42,692 42,692
    COLUMBIA SPORTSWEAR CO 54,613 54,613
    DORMAN PRODUCTS INC 64,247 64,247
    SERVICE CORP INTERNATIONAL 95,254 95,254
    TEXAS ROADHOUSE INC 51,976 51,976
    TOPBUILD CORP 105,846 105,846
    TRACTOR SUPPLY CO 79,428 79,428
    WILLIAMS-SONOMA INC 77,908 77,908
    FLOWERS FOODS INC COM 65,740 65,740
    LAMB WESTON HLDGS INC 45,276 45,276
    LANCASTER COLONY CORP 50,526 50,526
    SMUCKER J M CO 88,434 88,434
    CHARLES RIVER LABORATORIES INTL INC 49,972 49,972
    CHEMED CORP 93,207 93,207
    COOPER COS INC/THE 118,079 118,079
    DENTSPLY SIRONA INC 69,377 69,377
    HENRY SCHEIN INC 39,447 39,447
    HILL ROM HLDGS INC COM 87,193 87,193
    MASIMO CORP 53,676 53,676
    MEDPACE HOLDINGS INC 123,888 123,888
    PERKINELMER INC 120,540 120,540
    STERIS PLC 107,090 107,090
    WATERS CORP 123,710 123,710
    AMERICAN FINANCIAL GROUP INC 47,315 47,315
    BROWN & BROWN INC COM 53,336 53,336
    CBOE HOLDINGS INC 55,872 55,872
    COHEN & STEERS INC 58,697 58,697
    EAST WEST BANCORP INC 58,317 58,317
    FACTSET RESH SYS INC 74,813 74,813
    M & T BANK CORP 111,388 111,388
    SEI INVESTMENTS COMPANY 110,055 110,055
    SIGNATURE BANK 73,057 73,057
    SVB FINANCIAL GROUP 87,262 87,262
    UMB FINANCIAL CORP 44,154 44,154
    AKAMAI TECHNOLOGIES INC 85,567 85,567
    AMDOCS LTD ORD 38,302 38,302
    ASPEN TECHNOLOGY INC 106,154 106,154
    BROADRIDGE FINANCIAL SOLUTIO 57,450 57,450
    CDK GLOBAL INC 50,016 50,016
    CITRIX SYS INC 112,537 112,537
    DOLBY LABORATORIES INC-CL A 76,733 76,733
    F5 NETWORKS INC 74,775 74,775
    IPG PHOTONICS CORP 104,062 104,062
    JACK HENRY & ASSOCIATES INC 40,498 40,498
    MANHATTAN ASSOCS INC 90,981 90,981
    NETAPP INC 70,546 70,546
    PROGRESS SOFTWARE CORP 92,188 92,188
    INTERPUBLIC GROUP OF COS INC 94,786 94,786
    OMNICOM GROUP 91,372 91,372
    ATMOS ENERGY CORP 101,633 101,633
    NEW JERSEY RESOURCES CORP 51,192 51,192
    ONE GAS INC 106,710 106,710
    CAMDEN PROPERTY TRUST 58,953 58,953
    CORESITE REALTY CORP 67,651 67,651
    CUBESMART 40,332 40,332
    CYRUSONE INC 32,918 32,918
    JONES LANG LASALLE INC 85,313 85,313
    LAMAR ADVERTISING CO-A 53,261 53,261
    STAG INDUSTRIAL INC 27,092 27,092
    AFLAC INC. 131,987 131,987
    AMGEN INC. 212,216 212,216
    AUTOMATIC DATA PROCESSING,INC. 195,230 195,230
    COCA COLA CO. 250,838 250,838
    COLGATE PALMOLIVE CO. 179,400 179,400
    CONAGRA BRANDS, INC. 194,172 194,172
    CVS HEALTH CORPORATION 208,520 208,520
    DOLLAR GENERAL 180,227 180,227
    GLOBAL PAYMENTS INC. 248,164 248,164
    JOHNSON & JOHNSON 252,123 252,123
    LOWE'S COMPANIES INC. 248,951 248,951
    MARSH & MCLENNAN CO. 205,335 205,335
    MEDTRONIC PLC 194,101 194,101
    MERCK & CO., INC. 204,991 204,991
    MICROCHIP TECH INC. 163,246 163,246
    QUEST DIAGNOSTICS INC. 194,605 194,605
    ROSS STORES INC. 300,025 300,025
    STANLEY BLACK & DECKER, INC. 117,314 117,314
    STATE STREET CORP. 207,350 207,350
    SYSCO CORP 189,214 189,214
    THE J.M. SMUCKER CO. 188,890 188,890
    THE KROGER CO. 201,200 201,200
    UNILEVER PLC 181,503 181,503
    UNITEDHEALTH GROUP INC. 252,840 252,840
    US BANCORP 244,318 244,318
    W. W. GRAINGER, INC. 185,795 185,795
    MICROSOFT CORP 358,096 358,096
    PEPSICO INC. 339,607 339,607
    ALPHABET INC CAP STK CL A 324,238 324,238
    JOHNSON & JOHNSON 303,743 303,743
    BECTON DICKINSON & CO. 292,757 292,757
    APPLE INC. 258,746 258,746
    3M COMPANY 258,689 258,689
    STRYKER CORP 254,842 254,842
    ACCENTURE PLC 250,762 250,762
    NIKE INC CL B 234,840 234,840
    UNITEDHEALTH GROUP INC 220,928 220,928
    COGNIZANT TECH SOLUTIONS 185,207 185,207
    PFIZER INC. 184,786 184,786
    INTUIT INC. 182,328 182,328
    GENERAL MILLS INC. 170,520 170,520
    STARBUCKS CORP 141,214 141,214
    AUTOMATIC DATA PROCESSING INC. 132,150 132,150
    MASTERCARD INC. 128,498 128,498
    BROADRIDGE FINANCIAL SOLUTIONS, INC. 127,156 127,156
    EQUIFAX INC 119,561 119,561
    HOME DEPOT INC. 116,873 116,873
    UNITED PARCEL SVC CL B 114,512 114,512
    TEXAS INSTRUMENTS INC 113,250 113,250
    TJX COMPANIES INC 101,752 101,752
    PROCTER & GAMBLE CO. 100,181 100,181
    V.F. CORP 82,848 82,848
    WASTE MANAGEMENT 67,220 67,220
    ABBOTT LABS 269,017 269,017
    ADOBE SYS INC 354,085 354,085
    ALIGN TECHNOLOGY INC 156,039 156,039
    ALPHABET INC CAP STK CL C 348,624 348,624
    ALPHABET INC CAP STK CL A 108,664 108,664
    AUTODESK INC 233,890 233,890
    DOLLAR GEN CORP NEW 152,047 152,047
    FACEBOOK INC 410,833 410,833
    GARTNER INC 123,026 123,026
    ILLUMINA INC 111,370 111,370
    INTUITIVE SURGICAL INC 105,535 105,535
    MSCI INC 101,809 101,809
    MASTERCARD INCORPORATED CL A 243,790 243,790
    MICROSOFT CORP 399,021 399,021
    NIKE INC 116,854 116,854
    PAYPAL HLDGS INC 218,977 218,977
    REGENERON PHARMACEUTICALS 119,811 119,811
    SALESFORCE COM INC 196,939 196,939
    SERVICENOW INC 226,227 226,227
    STARBUCKS CORP 171,382 171,382
    UNITEDHEALTH GROUP INC 151,494 151,494
    VISA INC 247,821 247,821
    ZOETIS INC 227,066 227,066
    ACCENTURE PLC IRELAND SHS CLASS A 230,118 230,118

    TY 2020 InvestmentsOtherSchedule2
    Name:
    FUND FOR NEW JERSEY
    EIN:
    22-1895028
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEG PARTNERS OFFSHORE FUND, LTD FMV 5,388,045 5,388,045
    THE WEATHERFLOW OFFSHORE FUND I, LTD FMV 2,708,884 2,708,884
    RBC GLOBAL FFF STOCK FUND FMV 7,311,807 7,311,807
    CHARLES SCHWAB - ACCESS FMV 4,442,008 4,442,008
    PIMCO LOW DURATION II ESG INSTITUTIONAL FUND FMV 2,923,358 2,923,358
    BLACKROCK STOCK FUND FMV 13,864,892 13,864,892
    VANGUARD - MONEY MARKET FUND FMV 5,727,227 5,727,227

    TY 2020 LandEtcSchedule2
    Name:
    FUND FOR NEW JERSEY
    EIN:
    22-1895028
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER AND TELECOM EQUIPMENT 21,653 15,744 5,909  
    OFFICE FURNISHINGS 27,442 27,442 0  


    TY 2020 OtherAssetsSchedule
    Name:
    FUND FOR NEW JERSEY
    EIN:
    22-1895028
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 8,834 10,913 10,913
    INTEREST AND DIVIDENDS RECEIVABLE 48,724 13,062 13,062
    CONTRIBUTIONS RECEIVABLE   50,000 50,000
    PREPAID FEDERAL EXCISE TAX   4,468 4,468


    TY 2020 OtherDecreasesSchedule
    Name:
    FUND FOR NEW JERSEY
    EIN:
    22-1895028
    Description Amount
    DEFERRED EXCISE TAX 85,386


    TY 2020 OtherExpensesSchedule
    Name:
    FUND FOR NEW JERSEY
    EIN:
    22-1895028
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 9,316 0   17,202
    EQUIPMENT RENTALS 6,498 0   6,498
    INSURANCE 5,636 0   5,814
    TELEPHONE 7,988 0   7,988
    POSTAGE 600 0   600
    WEBSITE DESIGN 740 0   740
    DUES AND MEMBERSHIPS 16,235 0   16,235
    OTHER PROGRAM SUPPORT 30,150 0   34,550
    MISCELLANEOUS EXPENSE 2,012 0   2,012


    TY 2020 OtherIncreasesSchedule
    Name:
    FUND FOR NEW JERSEY
    EIN:
    22-1895028
    Description Amount
    UNREALIZED APPRECIATION IN MARKET VALUE OF INVESTMENTS 6,142,842


    TY 2020 OtherLiabilitiesSchedule
    Name:
    FUND FOR NEW JERSEY
    EIN:
    22-1895028
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED FEDERAL EXCISE TAX 90,594 175,980
    FEDERAL EXCISE TAX PAYABLE 100,303 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    FUND FOR NEW JERSEY
    EIN:
    22-1895028
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 137,020 137,020   0
    INVESTMENT ADVISORY FEES 76,661 76,661   0
    PROFESSIONAL FESS - OTHER 1,386 0   1,386


    TY 2020 TaxesSchedule
    Name:
    FUND FOR NEW JERSEY
    EIN:
    22-1895028
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 31,229 0   0