Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
HENRY & MARILYN TAUB FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)300 FRANK W BURR BLVD 7TH FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TEANECK, NJ07666
A Employer identification number

22-6100525
B Telephone number (see instructions)

(201) 287-2500
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$126,515,692J 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) 4,729,313
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,481,254 2,481,254  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,161,148
b Gross sales price for all assets on line 6a 11,237,877
7 Capital gain net income (from Part IV, line 2)... 3,967,922
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)....... Click to see attachment
List of Attached Documents:
// Content
60,062 54,334  
12 Total. Add lines 1 through 11........ 10,431,777 6,503,510  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 885,273 0   885,273
14 Other employee salaries and wages...... 112,726 0   112,726
15 Pension plans, employee benefits....... 295,028 0   295,028
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
27,235 13,617   13,618
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
585,986 454,718   131,268
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
186,993 34,635   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
8,226 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 34,004 0   34,004
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
68,796 15,369   53,427
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,204,267 518,339   1,525,344
25 Contributions, gifts, grants paid....... 10,645,518 10,645,518
26 Total expenses and disbursements. Add lines 24 and 25 12,849,785 518,339   12,170,862
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,418,008
b Net investment income (if negative, enter -0-) 5,985,171
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 3,312,617 2,784,196 2,784,196
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 50,231 17,730 17,730
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 39,526,440 Click to see attachment
List of Attached Documents:
// Content
38,517,884 		55,159,050
c Investments—corporate bonds (attach schedule)....... 3,021,531 Click to see attachment
List of Attached Documents:
// Content
2,791,895 		14,058,585
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 34,457,113 Click to see attachment
List of Attached Documents:
// Content
33,846,445 		54,484,669
14 Land, buildings, and equipment: basis right arrow89,962
Less: accumulated depreciation (attach schedule) right arrow78,500 19,688 Click to see attachment
List of Attached Documents:
// Content
11,462 		11,462
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 80,387,620 77,969,612 126,515,692
Liabilities 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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 80,387,620 77,969,612
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 80,387,620 77,969,612
30 Total liabilities and net assets/fund balances (see instructions). 80,387,620 77,969,612
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
80,387,620
2
Enter amount from Part I, line 27a .....................
2
-2,418,008
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
77,969,612
5
Decreases not included in line 2 (itemize) right arrow
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
77,969,612
Form 990-PF (2023)
Form 990-PF (2023)
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 7000 SHS BROADRIDGE FINANCIAL SOLUTIONS D 2022-11-04 2023-03-28
b AVIARY ASSOCIATES P 2022-01-01 2023-12-31
c AVIARY ASSOCIATES P 2023-01-01 2023-12-31
d DELPHI ASSET MANAGEMENT P 2022-01-01 2023-12-31
e DELPHI ASSET MANAGEMENT P 2023-01-01 2023-12-31
GOLDEN TREE HIGH YIELD FUND P 2022-01-01 2023-12-31
HIGHCLERE INT'L INVESTORS P 2022-01-01 2023-12-31
HIGHCLERE INT'L INVESTORS P 2023-01-01 2023-12-31
MONDRIAN INTERNATIONAL EQUITY P 2022-01-01 2023-12-31
MONDRIAN INTERNATIONAL EQUITY P 2023-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - MARINER P    
PUBLICLY TRADED SECURITIES - OPPENHEIMER & CO INC P    
PUBLICLY TRADED SECURITIES - PERSHING P    
PUBLICLY TRADED SECURITIES - S. BERNSTEIN & CO 0025 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 981,924   158,830 823,094
b     164,867 -164,867
c 6,295     6,295
d 1,159,916     1,159,916
e     88,047 -88,047
770,363     770,363
    74,934 -74,934
34,063     34,063
    97,393 -97,393
4,497     4,497
3,470,965   2,951,444 519,521
2,000,000   1,818,771 181,229
231,331   291,911 -60,580
2,578,523   1,623,758 954,765
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       823,094
b       -164,867
c       6,295
d       1,159,916
e       -88,047
      770,363
      -74,934
      34,063
      -97,393
      4,497
      519,521
      181,229
      -60,580
      954,765
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 3,967,922
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
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 right arrow 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) 1 83,194
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 83,194
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 83,194
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 100,924
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 100,924
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 17,730
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow17,730 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
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
List of Attached Documents:
// Content
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressright arrowN/A
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (201) 287-2500

Located atright arrow300 FRANK W BURR BLVD 7TH FLTEANECKNJ ZIP+4right arrow07666
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
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
STEVEN TAUB PRESIDENT
0.25 		0 0 0
C/O TAUB FDT300 FRANK W BURR BLVD
TEANECK,NJ07666
IRA TAUB V.P./TREASURER
0.25 		0 0 0
C/O TAUB FDT300 FRANK W BURR BLVD
TEANECK,NJ07666
JUDITH GOLD V.P./SECRETARY
0.25 		0 0 0
C/O TAUB FDT300 FRANK W BURR BLVD
TEANECK,NJ07666
MARILYN TAUB DIRECTOR
0.25 		0 0 0
C/O TAUB FDT300 FRANK W BURR BLVD
TEANECK,NJ07666
BARBARA LAWRENCE EXECUTIVE DIRECTOR
40.00 		429,985 69,778 0
C/O TAUB FDT300 FRANK W BURR BLVD
TEANECK,NJ07666
MELISSA LITWIN PROGRAM DIRECTOR
40.00 		237,121 91,360 0
C/O TAUB FDT300 FRANK W BURR BLVD
TEANECK,NJ07666
JULIA STOUMBOS PROGRAM DIRECTOR
40.00 		218,167 47,274 0
C/O TAUB FDT300 FRANK W BURR BLVD
TEANECK,NJ07666
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
ANGELA LARSEN EMPLOYEE
40.00 		112,726 86,616 0
C/O TAUB FDT 300 FRANK W BURR BLVD
TEANECK,NJ07666
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
105,350,036
b
Average of monthly cash balances.......................
1b
3,048,407
c
Fair market value of all other assets (see instructions)................
1c
12,239,428
d
Total (add lines 1a, b, and c).........................
1d
120,637,871
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
120,637,871
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,809,568
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
118,828,303
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,941,415
Part X
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 IX, line 6..................
1
5,941,415
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
83,194
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
83,194
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,858,221
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,858,221
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 XII, line 1 ...
7
5,858,221
Part XI
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
12,170,862
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
12,170,862
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 5,858,221
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 8,023,800
b From 2019...... 6,876,568
c From 2020...... 6,501,161
d From 2021...... 8,912,286
e From 2022...... 8,673,770
f Total of lines 3a through e ........ 38,987,585
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 12,170,862
a Applied to 2022, 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 2023 distributable amount..... 5,858,221
e Remaining amount distributed out of corpus 6,312,641
5 Excess distributions carryover applied to 2023. 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 45,300,226
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		8,023,800
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		37,276,426
10 Analysis of line 9:
a Excess from 2019.... 6,876,568
b Excess from 2020.... 6,501,161
c Excess from 2021.... 8,912,286
d Excess from 2022.... 8,673,770
e Excess from 2023.... 6,312,641
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
MARILYN TAUB
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.
STEVEN TAUB
IRA TAUB
JUDITH GOLD
MARILYN TAUB
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ADVOCATES FOR CHILDREN OF NJ

35 HALSEY STREET
NEWARK,NJ07102 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 100,000

ALEPH SOCIETY INC

25 WEST 45TH STREET SUITE 1405
NEW YORK,NY10036 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,500

AMERICA ISRAEL CULTURAL FOUNDATION

322 EIGHTH AVE SUITE 1702
NEW YORK,NY10001 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 4,000

AMERICAN BALLET THEATRE

633 THIRD AVENUE 20TH FLOOR
NEW YORK,NY10017 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,600

AMERICAN FRIENDS - JORDAN RIVER VILLAGE

315 FIFTH AVENUE 6TH FLOOR
NEW YORK,NY10016 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

AMERICAN FRIENDS OF ISRAEL MUSEUM

545 FIFTH AVENUE SUITE 920
NEW YORK,NY10017 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

AMERICAN FRIENDS OF SHALVA

GIFT PROCESSING CENTER PO BOX 78851
NEW YORK,NY85062 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

AMERICAN HEART ASSOCIATION

890 BROADWAY 3RD FLOOR
NEW BRUNSWICK,NJ10003 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 250

AMERICAN JEWISH COMMITTEE

165 EAST 56 STREET SUITE 615
NEW YORK,NY10022 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

AMERICAN JEWISH JOINT DISTRIBUTION

220 E 42ND STREET SUITE 400
NEW YORK,NY10017 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 770,000

AMERICAN PLANNING ASSOCIATION

205 N MICHIGAN AVENUE NO 1200
CHICAGO,IL60601 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,500

AMERICAN TECHNION SOCIETY

55 EAST 59TH STREET
NEW YORK,NY10022 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 85,000

AUSCHWITZ JEWISH CENTER

36 BATTERY PLACE
NEW YORK,NY10280 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

BAY STREET THEATRE

PO BOX 810
SAG HARBOR,NY11963 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

BERGEN FAMILY CENTER

44 ARMORY ST
ENGLEWOOD,NJ07631 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 211,000

BERGEN VOLUNTEER MEDICAL INITIATIVE INC

75 ESSEX STREET SUITE 100
HACKENSACK,NJ07601 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 25,000

BILL HILLARY & CHELSEA CLINTON FOUNDATION

1200 PRESIDENT CLINTON AVENUE
LITTLE ROCK,AR72201 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 20,000

BIRTHRIGHT ISRAEL FOUNDATION

711 3RD AVENUE 10TH FLOOR
NEW YORK,NY10017 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

BOYS & GIRLS CLUB OF PATERSON & PASSAIC

264 21ST AVENUE
PATERSON,NJ07501 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 70,000

BOYS TOWN JERUSALEM

1 PENN PLAZA SUITE 6250
NEW YORK,NY10119 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

BREAST CANCER RESEARCH FOUNDATION

25 WEST 43RD STREET SUITE 609
NEW YORK,NY10036 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 30,000

BRIS AVROHOM

910 SALEM AVENUE
HILLSIDE,NJ07205 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000

CAPITAL IMPACT PARTNERS

1400 CRYSTAL DRIVE SUITE 500
ARLINGTON,VA22202 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 50,000

CARNEGIE HALL

881 SEVENTH AVENUE
NEW YORK,NY10019 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

CENTER FOR FOOD ACTION

192 W DEMAREST AVENUE
ENGLEWOOD,NJ07631 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 30,000

CENTER FOR HOPE AND SAFETY

12 OVERLOOK AVE STE A
ROCHELLE PARK,NJ07662 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

CHILDREN'S AID & FAMILY SERVICES

200 ROBIN ROAD
PARAMUS,NJ07652 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 50,400

CHILDREN'S DAY NURSERY & FAMILY CTR

104 JEFFERSON STREET
PASSAIC,NJ07055 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 112,500

CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER

3333 BURNET AVE
CINCINNATI,OH45229 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 27,500

CITY GREEN INC

171 GROVE STREET
CLIFTON,NJ07013 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 172,000

COLUMBIA UNIVERSITY

516 WEST 168TH STREET 3RD FLOOR
NEW YORK,NY10032 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,010,000

COMMUNITY ALLIANCE FOR JEWISH-AFFILIATED CEMETERIES

171 MADISON AVE
NEW YORK,NY10016 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

COMMUNITY FOUNDATION OF NEW JERSEY

PO BOX 338
MORRISTOWN,NJ07963 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 70,000

CORPORATION FOR SUPPORTIVE HOUSING

61 BROADWAY SUITE 2300
NEW YORK,NY10006 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 75,000

CROHN'S & COLITIS FOUNDATION

120 BROADWAY SUITE 1050A
NEW YORK,NY10271 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,500

CUMACECHO

223 ELLISON STREET PO BOX 2721
PATERSON,NJ07509 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 230,000

DAUGHTERS OF MIRIAM CENTER

155 HAZEL ST
CLIFTON,NJ07011 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

DONORSCHOOSEORG

134 W 37TH STREET 11TH FLOOR
NEW YORK,NY10018 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 30,000

DYSTONIA MEDICAL RESEARCH FDN

ONE EAST WACKER DRIVE SUITE 1730
CHICAGO,IL60601 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

ELEM - YOUTH IN DISTRESS IN ISRAEL

60 PARK PLACE SUITE 300
NEW YORK,NY07102 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

EDUCATION LAW CENTER

224 WEST 35TH STREET 11TH FLOOR
NEWARK,NJ10001 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 40,000

ENGLEWOOD HOSPITAL & MEDICAL CENTER FOUNDATION

350 ENGLE STREET
ENGLEWOOD,NJ07631 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

EVA'S VILLAGE

393 MAIN STREET
PATERSON,NJ07501 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 30,000

FAIR LAWN COMMUNITY CENTER

10-10 20TH STREET
FAIR LAWN,NJ07410 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 65,000

FOUNDATION FOR EDUCATIONAL ADMINISTRATION

12 CENTRE DR
MONROE TOWNSHIP,NJ08831 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 30,000

FRIENDS OF JCC KRAKOW

74 LAFAYETTE AVENUE SUITE 101
SUFFERN,NY10901 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 6,000

GALAPAGOS CONSERVANCY

PO BOX 231720
CENTREVILLE,VA20120 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 25,250

GARFIELD FIRST

111 OUTWATER LANE
GARFIELD,NJ07026 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 70,000

GERIATRIC SERVICES INC

300 TEANECK ROAD
TEANECK,NJ07666 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 468,000

HABITAT FOR HUMANITY

146 NORTH 1ST STREET
PATERSON,NJ07522 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 25,000

HAMILTON PARTNERSHIP FOR PATERSON

72 MCBRIDE AVENUE
PATERSON,NJ07501 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 60,000

HEALTH COALITION OF PASSAIC COUNTY (HCPC)

810 MAIN STREET
PATERSON,NJ07503 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 120,000

HEALTH FEDERATION OF PHILADELPHIA

123 SOUTH BROAD STREET SUITE 650
PHILADELPHIA,PA19109 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 60,000

HILLEL INTERNATIONAL

800 EIGHTH STREET NW
WASHINGTON,DC20001 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 6,000

JEWISH FAMILY & CHILDREN'S SERVICES OF NORTH JERSEY INC

1485 TEANECK ROAD
TEANECK,NJ07666 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,800

JEWISH FAMILY SERVICE & CHILDREN'S CENTER OF CLIFTONPASSAIC (JFS CLIFTON)

110 MAIN AVENUE
PASSAIC,NJ07055 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 70,000

JEWISH FEDERATION OF NORTHERN NJ

50 EISENHOWER DRIVE
PARAMUS,NJ07652 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 859,800

JEWISH FEDERATION OF SARASOTA

580 MCINTOSH ROAD
SARASOTA,FL34232 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

JEWISH HOME FAMILY

10 LINK DRIVE
ROCKLEIGH,NJ07647 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 450,000

JEWISH MUSEUM

1109 FIFTH AVENUE
NEW YORK,NY10128 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

JUSTICE IN AGING

1444 EYE STREET NW SUITE 1100
WASHINGTON,DC20005 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 120,000

KAPLEN JCC ON THE PALISADES

411 EAST CLINTON AVENUE
TENAFLY,NJ07670 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 77,000

KING BAUDOUIN FOUNDATION UNITED STATES (KBFUS) - ESRI

551 FIFTH AVENUE SUITE 2400
NEW YORK,NY10176 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 7,500

LEADING AGE OF NJ & DE

3705 MERCERVILLE QUAKERBRIDGE RD
STE 102
HAMILTON,NJ08619 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 42,000

LIBERTY SCIENCE CENTER

222 JERSEY CITY BLVD
JERSEY CITY,NJ07305 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

MAHWAH ENVIRONMENTAL VOLUNTEERS ORGANIZATION INC

1024 ASH DR
MAHWAH,NJ07430 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 25,000

MDS FOUNDATION

4573 SOUTH BROAD STREET STE 150
YARDVILLE,NJ08620 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

MEALS ON WHEELS NORTH JERSEY

100 MADISON AVENUE SUITE 3
WESTWOOD,NJ07675 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 60,000

METROPOLITAN OPERA

LINCOLN CENTER
NEW YORK,NY10023 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 265,000

MONTCLAIR STATE UNIVERSITY

1 NORMAL AVENUE
MONTCLAIR,NJ07043 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 100,000

MOTE MARINE LABORATORY

1600 KEN THOMPSON PKWY
SARASOTA,FL34236 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 101,000

MULTIPLE MYELOMA RESEARCH FND INC

383 MAIN AVENUE 5TH FLOOR
NORWALK,CT06851 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

MUSCULAR DYSTROPHY ASSOCIATION

161 N CLARK SUITE 3550
TENAFLY,NJ60601 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 250

MUSEUM OF JEWISH HERITAGE

36 BATTERY PLACE
NEW YORK,NY10280 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

NATIONAL COUNCIL ON AGING

251 18TH STREET SOUTH SUITE 500
ARLINGTON,VA22202 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 125,000

NATIONAL YIDDISH THEATRE- FOLKSBIENE

EDMOND J SAFRA PLAZA 36 BATTERY
PLACE - FL 2
NEW YORK,NY10280 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,800

NEW DESTINY FAMILY SUCCESS CENTER

79 ELLISON STREET
PATERSON,NJ07505 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 60,000

NEW JERSEY ADVOCATES FOR AGING WELL

145 W HANOVER ST
TRENTON,NJ08618 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 25,000

NEW JERSEY ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN

PO BOX 1024
BARNEGAT LIGHT,NJ08006 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 50,000

NEW JERSEY CONSERVATION FOUNDATION

170 LONGVIEW ROAD
FAIR HILLS,NJ07931 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 50,000

NEW JERSEY FUTURE

16 W LAFAYETTE ST
TRENTON,NJ08608 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 115,000

NEW JERSEY HEALTH CARE QUALITY INSTITUTE

PO BOX 2246
PRINCETON,NJ08543 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 20,000

NEW MILFORD HIGH SCHOOL

1 SNYDER CIRCLE
NEW MILFORD,NJ07646 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

OASIS - A HAVEN FOR WOMEN & CHILDREN

59 MILL STREET
PATERSON,NJ07501 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 95,000

OPEN SPACE INSTITUTE LAND TRUST INC

71 WEST 23RD STREET 908
NEW YORK,NY10010 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 50,000

PANCREATIC CANCER ACTION NETWORK

1500 ROSECRANS AVENUE SUITE 200
MANHATTAN BEACH,CA90266 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 500,000

PARAPROFESSIONAL HEALTHCARE INSTITUTE

261 MADISON AVENUE SUITE 913
NEW YORK,NY10016 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 125,000

PARKINSON'S DISEASE FOUNDATION

1359 BROADWAY SUITE 1509
WASHINGTON,DC10018 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

PASSAIC COUNTY COMMUNITY COLLEGE

ONE COLLEGE BOULEVARD
PATERSON,NJ07505 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 230,500

PATERSON ALLIANCE

100 HAMILTON PLAZA SUITE 1221
PATERSON,NJ07505 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 30,000

PATERSON EDUCATION FUND

451 VAN HOUTEN STREET
PATERSON,NJ07501 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 210,000

PATERSON HABITAT FOR HUMANITY

146 N 1ST STREET
PATERSON,NJ07522 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 50,000

PETER WESTBROOK FOUNDATION

GPO 7554
NEW YORK,NY10116 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 500

PLANNED PARENTHOOD

123 WILLIAM ST 10TH FLOOR
NEW YORK,NY10038 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

PREP FOR PREP

328 WEST 71ST STREET
NEW YORK,NY10023 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

REACH OUT AND READ-NEW JERSEY

2 ORCHARD DRIVE
BASKING RIDGE,NJ07920 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 25,000

REBUILDING TOGETHER NORTH JERSEY

PO BOX 1389
RIDGEWOOD,NJ07451 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 20,000

REGIONAL PLAN ASSOC INC

ONE WHITEHALL 16TH FLOOR
NEW YORK,NY10004 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 50,000

RINGLING COLLEGE LIBRARY ASSOCIATION

2700 NORTH TAMIAMI TRAIL
SARASOTA,FL34234 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 350

ROCKEFELLER PHILANTHROPY ADVISORS

6 WEST 48TH STREET 10TH FLOOR
NEW YORK,NY10036 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 150,000

RUTGERS UNIVERSITY FOUNDATION - BILDNER CENTER

DEPARTMENT OF JEWISH STUDIES 12
COLLEGE AVENUE
NEW BRUNSWICK,NJ08901 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 255,000

RUTGERS THE STATE UNIVERSITY OF NJ

73 EASTON AVENUE
NEW BRUNSWICK,NJ08901 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 193,000

SAR ACADEMY

655 WEST 254TH STREET
RIVERDALE,NY10471 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

SAINT JOSEPH'S MEDICAL CENTER

703 MAIN ST
PATERSON,NJ07503 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 130,000

SARASOTA MEMORIAL HEALTHCARE

61 N PINEAPPLE AVENUE
SARASOTA,FL34236 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

SARASOTA OPERA ASSOCIATION

345 EAST 102ND STREET
SARASOTA,FL10029 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

SCAN NEW YORK

494 BROAD STREET SUITE 105
NEW YORK,NY07102 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 4,000

SERIOUS FUN CHILDREN'S NETWORK

36 BARKERS ISLAND ROAD
WESTPORT,CT11968 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

SOUTHAMPTON FRESH AIR HOME

400 WASHINGTON AVENUE
SOUTHAMPTON,NY36104 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 500

SOUTHERN POVERTY LAW CENTER

1 EUNICE KENNEDY SHRIVER WAY
MONTGOMERY,AL08648 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 7,500

SPECIAL OLYMPICS NEW JERSEY

PO BOX 29000
LAWRENCEVILLE,NJ07101 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 100

ST JUDES CHILDREN'S RESEARCH HOSPITAL

PO BOX 642
MEMPHIS,TN34270 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,000

SUPPORTIVE HOUSING ASSOCIATION OF NJ

185 VALLEY ST
SOUTH ORANGE,NJ07079 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 25,000

TABLE TO TABLE

611 ROUTE 46 WEST SUITE 240
ENGLEWOOD CLIFFS,NJ07604 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 7,500

TEMPLE BETH ISRAEL

567 BAY ISLES ROAD
LONG BOAT KEY,FL34228 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 6,800

TEMPLE EMANUEL OF NORTH JERSEY

558 HIGH MOUNTAIN ROAD
FRANKLIN LAKES,NJ07417 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

TEMPLE SINAI OF BERGEN COUNTY

1 ENGLE STREET
TENAFLY,NJ07670 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 518

TENAFLY EDUCATIONAL FOUNDATION

PO BOX 384
TENAFLY,NJ07670 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 500

TENAFLY NATURE CENTER ASSOCIATION

313 HUDSON AVENUE
TENAFLY,NJ07670 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 600

THE ADLER APHASIA CENTER

60 WEST HUNTER AVE
MAYWOOD,NJ07607 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

THE ARNOLD P GOLD FOUNDATION

PO BOX 1116
ENGLEWOOD CLIFFS,NJ07632 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 20,000

THE BERGEN PERFORMING ARTS CENTER INC

30 NORTH VAN BRUNT STREET
ENGLEWOOD,NJ07631 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 406,500

THE CITIZENS CAMPAIGN

450 MAIN STREET 2ND FLOOR
METUCHEN,NJ08840 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 40,000

THE ISEF FOUNDATION

520 EIGHTH AVENUE 4TH FLOOR
NEW YORK,NY10018 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

THE PARTNERSHIP FOR MATERNAL AND CHILD HEALTH

50 PARK PLACE STE 700
NEWARK,NJ07102 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 110,000

THE PECONIC LAND TRUST

296 HAMPTON ROAD
SOUTHAMPTON,NY11969 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 500

THE PERLMAN MUSIC PROGRAMSUNCOAST INC

PO BOX 3407
SARASOTA,FL34230 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

THE PUBLIC THEATER

425 LAFAYETTE STREET
NEW YORK,NY10003 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 560,000

THE RUDIN CENTER FOR TRANSPORTATION AT NYU

105 E 17TH ST 4TH FLOOR 411
NEW YORK,NY10003 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

UNIVERSITY OF MASSACHUSETTS BOSTON (UMASS)

100 MORRISSEY BOULEVARD
BOSTON,MA02125 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

VAN WEZEL FOUNDATION

777 N TAMIAMI TRAIL
SARASOTA,FL34236 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

WASHINGTON INSTITUTE

1111 19TH STREET NW SUITE 500
WASHINGTON,DC20036 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

WILLIAM PATERSON UNIVERSITY

300 POMPTON ROAD
WAYNE,NJ07470 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 387,500

YIVO INSTITUTE FOR JEWISH RESEARCH

15 WEST 16TH STREET
NEW YORK,NY10011 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000
Total .................................right arrow 3a 10,645,518
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 2,481,254  
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 .....     14 60,062  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,161,148  
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 5,702,464 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,702,464
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
Name of the organization
HENRY & MARILYN TAUB FOUNDATION
 
Employer identification number

22-6100525
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
HENRY & MARILYN TAUB FOUNDATION
  		Employer identification number
22-6100525
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
MARILYN TAUB
300 FRANK W BURR BLVD 7TH FL
 
TEANECK, NJ07666

$ 3,729,313


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
MARILYN TAUB CHARITABLE LEAD ANNUITY TRUST
 
300 FRANK W BURR BLVD 7TH FL
 
TEANECK, NJ07666

$ 1,000,000


(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.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
HENRY & MARILYN TAUB FOUNDATION
  		Employer identification number

22-6100525
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
1
 20,300 SHARES OF BROADRIDGE $ 3,729,313 2023-11-20
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
HENRY & MARILYN TAUB FOUNDATION
  		Employer identification number

22-6100525
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 27,235 13,617   13,618

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

TY 2023 DepreciationSchedule
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
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
FURNITURE & FIXTURES 2018-03-01 34,875 27,092 200DB 7.000000000000 3,111 0    
FURNITURE & FIXTURES 2018-03-15 7,952 6,176 200DB 7.000000000000 709 0    
FURNITURE & FIXTURES 2018-05-22 39,383 30,593 200DB 7.000000000000 3,513 0    
OFFICE EQUIPMENT 2019-11-15 7,752 6,413 200DB 5.000000000000 893 0    

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Statement:
THE STATE OF NEW JERSEY HAS NO REGISTRATION REQUIREMENT FOR AN ORGANIZATION WHICH DOES NOT EXCEED $10,000 IN GROSS PUBLIC CONTRIBUTIONS. IN ADDITION, THE ORGANIZATION FILE STANDING WITH THE STATE: "RETIRED".

TY 2023 InvestmentsCorpBondsSchedule
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Name of Bond End of Year Book Value End of Year Fair Market Value
GOLDEN TREE HIGH YIELD FUND 2,751,024 13,851,741
GOLDEN TREE SELECT 40,871 206,844

TY 2023 InvestmentsCorpStockSchedule
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Name of Stock End of Year Book Value End of Year Fair Market Value
SC BERNSTEIN A/C 88063 11,762,431 17,842,098
INVESTMENTS PERSHING ADVISOR SOLUTIONS 4,586,289 6,200,336
INVESTMENTS BANK OF NEW YORK MELLON 6,644,006 10,252,490
BOSTON PRIVATE VALUE 7,243,482 11,304,549
INVESTMENTS OPPENHEIMER 8,281,676 9,559,577

TY 2023 InvestmentsOtherSchedule2
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENTS HIGHCLERE AT COST 1,256,392 1,217,255
INVESTMENTS BEACH POINT PROPERTIES AT COST 2,039,321 7,486,719
INVESTMENTS MONARCH AT COST 2,340,533 10,443,191
INVESTMENTS MONDRIAN AT COST 4,938,431 5,232,126
INVESTMENTS PALESTRA CAPITAL OFFSHORE FUND AT COST 5,500,000 6,698,736
SC BERNSTEIN A/C 10025 AT COST 5,754,634 11,167,214
AVIARY ASSOCIATES LP AT COST 12,017,134 12,239,428

TY 2023 LandEtcSchedule2
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE & FIXTURES 34,875 30,203 4,672  
FURNITURE & FIXTURES 7,952 6,885 1,067  
FURNITURE & FIXTURES 39,383 34,106 5,277  
OFFICE EQUIPMENT 7,752 7,306 446  


TY 2023 OtherExpensesSchedule
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE EXPENSES 535 535   0
BANK FEES 70 70   0
OFFICE EXPENSES 26,992 0   26,992
OTHER EXPENSES 13,598 13,598   0
PORTFOLIO EXPENSES 1,166 1,166   0
PROFESSIONAL ORGANIZATION DUES 24,275 0   24,275
TELEPHONE 2,160 0   2,160


TY 2023 OtherIncomeSchedule2
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS INCOME 88 88 88
OTHER INVESTMENT INCOME 54,246 54,246 54,246
OTHER INCOME 5,728 0 5,728


TY 2023 OtherProfessionalFeesSchedule
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 139,739 9,082   130,657
INVESTMENT EXPENSES 445,636 445,636   0
ADP SERVICE FEE 611 0   611


TY 2023 SubstantialContributorsSch
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Name Address
MARILYN TAUB 300 FRANK W BURR BLVD 7TH FL
TEANECK,NJ07666
MARILYN TAUB CLAT
  		300 FRANK W BURR BLVD 7TH FL
TEANECK,NJ07666


TY 2023 TaxesSchedule
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 81,964 0   0
FOREIGN TAXES 34,635 34,635   0
PAYROLL TAXES 70,394 0   0