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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$133,591,388J 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) 5,050,789
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,473,160 2,473,160  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,465,088
b Gross sales price for all assets on line 6a 11,794,423
7 Capital gain net income (from Part IV, line 2)... 5,465,088
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
21,650 14,853  
12 Total. Add lines 1 through 11........ 13,010,687 7,953,101  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 1,057,534 0   1,057,534
15 Pension plans, employee benefits....... 273,976 0   273,976
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19,500 9,750   9,750
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
728,742 470,336   245,001
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
201,102 36,397   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
7,779 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 43,119 0   43,119
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
82,616 15,700   66,916
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,414,368 532,183   1,696,296
25 Contributions, gifts, grants paid....... 10,067,468 10,067,468
26 Total expenses and disbursements. Add lines 24 and 25 12,481,836 532,183   11,763,764
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 528,851
b Net investment income (if negative, enter -0-) 7,420,918
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 2,784,196 3,507,010 3,507,010
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.......... 17,730    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 44,272,518 Click to see attachment
List of Attached Documents:
// Content
44,645,222 		69,379,151
c Investments—corporate bonds (attach schedule).......      
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).......... 30,883,706 Click to see attachment
List of Attached Documents:
// Content
30,357,090 		60,701,544
14 Land, buildings, and equipment: basis right arrow89,962
Less: accumulated depreciation (attach schedule) right arrow86,279 11,462 Click to see attachment
List of Attached Documents:
// Content
3,683 		3,683
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 77,969,612 78,513,005 133,591,388
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) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
14,542
23 Total liabilities (add lines 17 through 22)......... 0 14,542
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........... 77,969,612 78,498,463
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)..... 77,969,612 78,498,463
30 Total liabilities and net assets/fund balances (see instructions). 77,969,612 78,513,005
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
77,969,612
2
Enter amount from Part I, line 27a .....................
2
528,851
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
78,498,463
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
78,498,463
Form 990-PF (2024)
Form 990-PF (2024)
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 GOLDEN TREE HIGH YIELD FUND P 2023-01-01 2024-12-31
b PASSTHROUGH GAIN: AVIARY ASSOCIATES LP P 2024-01-01 2024-12-31
c PASSTHROUGH GAIN: MONDRIAN INTERNATIONAL EQUITY FUND L.P. P 2024-01-01 2024-12-31
d PASSTHROUGH GAIN: MONDRIAN INTERNATIONAL EQUITY FUND L.P. P 2023-01-01 2024-12-31
e PASSTHROUGH GAIN: THE HIGHCLERE INTERNATIONAL INVESTORS P 2024-01-01 2024-12-31
PASSTHROUGH LOSS: AVIARY ASSOCIATES LP P 2023-01-01 2024-12-31
PASSTHROUGH LOSS: THE HIGHCLERE INTERNATIONAL INVESTORS P 2023-01-01 2024-12-31
PUBLICLY TRADED SECURITIES 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 1,000,000   191,135 808,865
b 12,607     12,607
c 45,208     45,208
d 254,777     254,777
e 34,798     34,798
    96,513 -96,513
    92,117 -92,117
10,447,033   5,949,570 4,497,463
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       808,865
b       12,607
c       45,208
d       254,777
e       34,798
      -96,513
      -92,117
      4,497,463
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 5,465,088
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) 1 103,151
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........................... 3 103,151
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- ..... 5 103,151
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 118,793
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 42,515
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 161,308
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 1,391
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 56,766
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow56,766 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrowHTTPS://TAUBFOUNDATION.ORG/
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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
Yes
 
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
3b
 
No
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 FDT 300 FRANK W BURR BLVD
TEANECK,NJ07666
IRA TAUB VP/TREASURER
0.25 		0 0 0
C/O TAUB FDT 300 FRANK W BURR BLVD
TEANECK,NJ07666
JUDITH GOLD VP/SECRETARY
0.25 		0 0 0
C/O TAUB FDT 300 FRANK W BURR BLVD
TEANECK,NJ07666
MARILYN TAUB DIRECTOR
0.25 		0 0 0
C/O TAUB FDT 300 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
BARBARA LAWRENCE EXECUTIVE DIRECTOR
40.00 		452,165 71,045 0
300 FRANK W BURR BLVD 7TH FL
TEANECK,NJ07666
MELISSA LITWIN PROGRAM DIRECTOR
40.00 		251,348 93,729 0
300 FRANK W BURR BLVD 7TH FL
TEANECK,NJ07666
JULIA STOUMBOS PROGRAM DIRECTOR
40.00 		234,530 39,410 0
300 FRANK W BURR BLVD 7TH FL
TEANECK,NJ07666
ANGELA LARSEN GRANTS ADMINISTRATOR
40.00 		119,491 69,792 0
300 FRANK W BURR BLVD 7TH FL
TEANECK,NJ07666
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
PAULOWNIA CONSULTING JOHN KANKI PHD CONSULTING 105,494
30 DAKIN ROAD
SUDBURY,MA01776
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 PROVIDING ASSISTANCE TO PUBLIC CHARITIES IN CARRYING OUT THEIR EXEMPT PURPOSES. 10,067,468
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 (2024)
Form 990-PF (2024)
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
114,931,532
b
Average of monthly cash balances.......................
1b
3,145,603
c
Fair market value of all other assets (see instructions)................
1c
11,959,968
d
Total (add lines 1a, b, and c).........................
1d
130,037,103
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
130,037,103
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,950,557
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
128,086,546
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,404,327
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
6,404,327
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
103,151
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
103,151
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,301,176
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,301,176
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
6,301,176
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
11,763,764
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
11,763,764
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 6,301,176
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 6,876,568
b From 2020...... 6,501,161
c From 2021...... 8,912,286
d From 2022...... 8,673,770
e From 2023...... 6,312,641
f Total of lines 3a through e ........ 37,276,426
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 11,763,764
a Applied to 2023, 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 2024 distributable amount..... 6,301,176
e Remaining amount distributed out of corpus 5,462,588
5 Excess distributions carryover applied to 2024. 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 42,739,014
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		6,876,568
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		35,862,446
10 Analysis of line 9:
a Excess from 2020.... 6,501,161
b Excess from 2021.... 8,912,286
c Excess from 2022.... 8,673,770
d Excess from 2023.... 6,312,641
e Excess from 2024.... 5,462,588
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

A CURE IN OUR LIFETIME

52 ALGONQUIN DRIVE
CHAPPAQUA,NY10514 		NONE PC RESTRICTED GRANT FOR EVENTS. 5,000

ADVOCATES FOR CHILDREN OF NEW JERSEY

35 HALSEY STREET
NEWARK,NJ07102 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 120,000

ALBERT EINSTEIN COLLEGE OF MEDICINE

1300 MORRIS PARK AVE
BRONX,NY10461 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 50,000

ALEPH SOCIETY INC

25 WEST 45TH STREET SUITE 504
NEW YORK,NY10036 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

AMERICA-ISRAEL CULTURAL FOUNDATION INC

178 COLUMBUS AVENUE
NEW YORK,NY10023 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 4,000

AMERICAN BALLET THEATRE

890 BROADWAY 3RD FLOOR
NEW YORK,NY10003 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

AMERICAN FRIENDS OF JORDAN RIVER VILLAGE

244 MADISON AVENUE
NEW YORK,NY10016 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

AMERICAN HEART ASSOCIATION

1 UNION STREET SUITE 301
ROBBINSVILLE,NJ08691 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 250

AMERICAN JEWISH COMMITTEE

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

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE

220 E 42ND STREET SUITE 400
NEW YORK,NY10017 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 270,000

AMERICAN SOCIETY FOR TECHNION - ISRAEL INSTITUTE OF TECHNOLOGY

55 EAST 59TH STREET 14TH FLOOR
NEW YORK,NY10022 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 810,000

ARTS HORIZONS

1 GRAND AVENUE SUITE 7
ENGLEWOOD,NJ07631 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 4,000

BAYLOR COLLEGE OF MEDICINE

ONE BAYLOR PLAZA MS BCM160
HOUSTON,TX77030 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 50,000

BERGEN FAMILY CENTER

44 ARMORY STREET
ENGLEWOOD,NJ07631 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 157,500

BERGEN VOLUNTEER MEDICAL INITIATIVE INC

75 ESSEX STREET SUITE 100
HACKENSACK,NJ07601 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 35,000

BIRTHRIGHT ISRAEL FOUNDATION

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

BOYS AND GIRLS CLUB OF PATERSON

264 21ST AVENUE
PATERSON,NJ07501 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 80,000

BOYS TOWN JERUSALEM FOUNDATION OF AMERICA

209 W 29TH STREET SUITE 6250
NEW YORK,NY10001 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

BREAST CANCER RESEARCH FOUNDATION

28 WEST 44RD STREET SUITE 609
NEW YORK,NY10036 		NONE PC $5K RESTRICTED GRANT FOR EVENTS & $25K RESTRICTED GRANT FOR PROJECT/PROGRAM. 30,000

CAPITAL IMPACT PARTNERS

1400 CRYSTAL DRIVE SUITE 500
ARLINGTON,VA22202 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 50,000

CENTER FOR DISASTER PHILANTHROPY

1 THOMAS CIR NW SUITE 700
WASHINGTON,DC20005 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 25,000

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 HEALTH CARE STRATEGIES

300 AMERICAN METRO BLVD
HAMILTON,NJ08619 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 15,000

CENTER FOR HOPE AND SAFETY

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

CHILDRENS DAY NURSERY AND FAMILY CENTER

104 JEFFERSON STREET
PASSAIC,NJ07055 		NONE PC $60K RESTRICTED GRANT FOR CAPITAL EXPENDITURES & $75K UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 135,000

CITY GREEN INC

171 GROVE STREET
CLIFTON,NJ07013 		NONE PC $10K RESTRICTED GRANT FOR EVENTS, $90K RESTRICTED GRANT FOR PROJECT/PROGRAM & $50K UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 150,000

COLUMBIA UNIVERSITY

615 WEST 131ST STREET MC 8741
NEW YORK,NY10027 		NONE PC $10K RESTRICTED GRANT FOR EVENTS & $1M RESTRICTED GRANT FOR PROJECT/PROGRAM. 1,010,000

COMMUNITY CENTER OF RIDGEWOOD FOUNDATION

259 N MAPLE AVENUE
RIDGEWOOD,NJ07450 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 25,000

COMMUNITY FOUNDATION OF NEW JERSEY

PO BOX 338
MORRISTOWN,NJ07963 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 178,000

COMMUNITY MEALS INC

354 ROCK RD
GLEN ROCK,NJ07452 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 8,000

CORPORATION FOR SUPPORTIVE HOUSING

55 BROADWAY 10TH FLOOR
NEW YORK,NY10006 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 50,000

CUMAC ECHO INC

223 ELLISON STREET
PATERSON,NJ07505 		NONE PC $100K RESTRICTED GRANT FOR PROJECT/PROGRAM & $30K UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 130,000

DONORSCHOOSEORG

134 W 37TH STREET 11TH FLOOR
NEW YORK,NY10018 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 30,000

DYSTONIA MEDICAL RESEARCH FOUNDATION

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

EDUCATION LAW CENTER

60 PARK PLACE SUITE 300
NEWARK,NJ07102 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 50,000

ELEM YOUTH IN DISTRESS INC

121 W 36TH STREET 329
NEW YORK,NY10018 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

FAIR LAWN COMMUNITY CENTER

23 MEADOWVIEW TERRACE
FAIR LAWN,NJ07410 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 52,500

FOUNDATION FOR APPALACHIAN KENTUCKY

420 MAIN STREET
HAZARD,KY41701 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 25,000

FOUNDATION FOR EDUCATIONAL ADMINISTRATION

12 CENTRE DR
MONROE TOWNSHIP,NJ08831 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 45,000

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

11150 FAIRFAX BLVD
FAIRFAX,VA22030 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 250

GARFIELD FIRST COMMUNITY DEVELOPMENT CORPORATION

111 OUTWATER LANE
GARFIELD,NJ07026 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 140,000

GERIATRIC SERVICES INC

300 TEANECK ROAD
TEANECK,NJ07666 		NONE PC $125K RESTRICTED GRANT FOR CAPITAL EXPENDITURES & $181.5K RESTRICTED GRANT FOR PROJECT/PROGRAM SUPPORT. 306,500

GOALS OF CARE COALITION OF NEW JERSEY

PO BOX 3083
PRINCETON,NJ08543 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 50,000

GREAT SWAMP WATERSHED ASSOCIATION

568 TEMPE WICK RD
MORRISTOWN,NJ07960 		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. 85,000

HEALTH COALITION OF PASSAIC COUNTY (HCPC)

810 MAIN STREET
PATERSON,NJ07503 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 120,000

HEALTH FEDERATION OF PHILADELPHIA

123 SOUTH BROAD STREET SUITE 650
PHILADELPHIA,PA19109 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 30,000

HILLEL INTERNATIONAL

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

ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI

1 GUSTAVE L LEVY PL
NEW YORK,NY10029 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 50,000

INTERFAITH AMERICA

141 W JACKSON BLVD SUITE 3200
CHICAGO,IL60604 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 55,000

JEWISH FAMILY & CHILDREN'S SERVICES OF NORTH JERSEY

1485 TEANECK ROAD
TEANECK,NJ07666 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

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. 40,000

JEWISH FEDERATION OF NORTHERN NJ

50 EISENHOWER DRIVE
PARAMUS,NJ07652 		NONE PC $1.8K RESTRICTED GRANT FOR EVENTS, $50K RESTRICTED GRANT FOR PROJECT/PROGRAM & $550K UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 601,800

JEWISH FEDERATION OF SARASOTA

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

JEWISH HOME FOUNDATION

10 LINK DRIVE
ROCKLEIGH,NJ07647 		NONE PC $400K RESTRICTED GRANT FOR CAPITAL EXPENDITURES & $50K 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

JEWISH THEOLOGICAL SEMINARY

3080 BROADWAY
NEW YORK,NY10027 		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 RESTRICTED GRANT FOR PROJECT/PROGRAM. 135,000

KAPLEN JCC ON THE PALISADES

411 EAST CLINTON AVENUE
TENAFLY,NJ07670 		NONE PC RESTRICTED GRANT FOR EVENTS. 25,000

LEADINGAGE NEW JERSEY AND DELAWARE

3705 QUAKERBRIDGE RD SUITE 102
HAMILTON,NJ08619 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 75,000

MEALS ON WHEELS NORTH JERSEY

100 MADISON AVENUE SUITE 3
WESTWOOD,NJ07675 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 25,000

METROPOLITAN OPERA

30 LINCOLN CENTER PLZ
NEW YORK,NY10023 		NONE PC $100K RESTRICTED GRANT FOR PROJECT/PROGRAM & $25K UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 125,000

MONTCLAIR STATE UNIVERSITY FOUNDATION

1 NORMAL AVENUE
MONTCLAIR,NJ07043 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 147,500

MOTE MARINE LABORATORY

1600 KEN THOMPSON PKWY
SARASOTA,FL34236 		NONE PC RESTRICTED GRANT FOR CAPITAL EXPENDITURES. 100,000

MUSCULAR DYSTROPHY ASSOCIATION

1016 W JACKSON BLVD 1073
CHICAGO,NJ60601 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 250

MYRIAD USA

551 5TH AVE RM 2400
NEW YORK,NY10176 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 7,500

NATIONAL COUNCIL ON AGING

251 18TH STREET SOUTH SUITE 500
ARLINGTON,VA22202 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 125,000

NATIONAL YIDDISH THEATRE - FOLKSBIENE

36 BATTERY PLACE FL 4
NEW YORK,NY10280 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,800

NEW CITY PARKS INC

71 W 23RD STREET SUITE 903
NEW YORK,NY10010 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 100,000

NEW DESTINY FAMILY SUCCESS CENTERS

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

NEW JERSEY ADVOCATES FOR AGING WELL

3705 MERCERVILLE QUAKERBRIDGE RD
SUITE 102
HAMILTON,NJ08619 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 125,000

NEW JERSEY ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN

PO BOX 1024
BARNEGAT LIGHT,NJ08006 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 50,000

NEW JERSEY FUTURE

16 W LAFAYETTE STREET
TRENTON,NJ08608 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 145,000

NEW JERSEY HEALTH-ESSENTIAL JOBS ESSENTIAL CARE (CO-LED BY PHI & NJ HEALTH

PO BOX 2246
PRINCETON,NJ08543 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 70,000

NEW JERSEY TOGETHER

PO BOX 136
JERSEY CITY,NJ07303 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 40,000

NEW MILFORD HIGH SCHOOL

1 SNYDER CIRCLE
NEW MILFORD,NJ07646 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 1,000

NORTH JERSEY VILLAGES INC

233 ROCK RD
GLEN ROCK,NJ07452 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 25,000

NYU SCHOOL OF MEDICINE

105 EAST 17TH STREET 4TH FL RM 411
NEW YORK,NY10003 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 100,000

OASIS - A HAVEN FOR WOMEN & CHILDREN

59 MILL STREET
PATERSON,NJ07501 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 50,000

PANCREATIC CANCER ACTION NETWORK

2101 ROSENCRANS AVENUE 3200
EL SEGUNDO,CA90245 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 500,000

PARAPROFESSIONAL HEALTHCARE INSTITUTE

261 MADISON AVENUE SUITE 913
NEW YORK,NY10016 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 50,000

PASSAIC COUNTY COMMUNITY COLLEGE FOUNDATION

ONE COLLEGE BLVD
PATERSON,NJ07505 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 257,500

PATERSON HABITAT FOR HUMANITY

146 NORTH 1ST STREET
PATERSON,NJ07522 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 50,000

PATERSON ALLIANCE

470 CHAMBERLAIN AVENUE
PATERSON,NJ07505 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 95,000

PATERSON EDUCATION FUND

422 BROADWAY
PATERSON,NJ07501 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 200,000

PATERSON HABITAT FOR HUMANITY

146 NORTH 1ST STREET
PATERSON,NJ07522 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 62,500

PLANNED PARENTHOOD

123 WILLIAM STREET 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

89 SOUTH STREET 201
BOSTON,MA02111 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 25,000

REBUILDING TOGETHER NORTH JERSEY

217 ROCK ROAD 2ND FLOOR
GLEN ROCK,NJ07452 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 20,000

ROCKEFELLER PHILANTHROPY ADVISORS

120 BROADWAY SUITE 3475
NEW YORK,NY10271 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 100,000

RUDIN CENTER FOR TRANSPORTATION POLICY AT NYU

105 EAST 17TH STREET
NEW YORK,NY10003 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 2,500

RUTGERS UNIVERSITY FOUNDATION

335 GEORGE STREET
NEW BRUNSWICK,NJ08901 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 112,500

RUTGERS THE STATE UNIVERSITY OF NJ

73 EASTON AVENUE
NEW BRUNSWICK,NJ08901 		NONE PC $130K RESTRICTED GRANT FOR PROJECT/PROGRAM & $70K UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 200,000

SAINT JOSEPH'S MEDICAL CENTERST JOSEPH'S HEALTH INC

703 MAIN STREET
PATERSON,NJ07503 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 110,000

SARASOTA OPERA ASSOCIATION

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

SCAN - HARBOR

345 EAST 102ND STREET SUITE FL 3
NEW YORK,NY10029 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 4,000

SOUTHAMPTON FRESH AIR HOME

36 BARKERS ISLAND ROAD
SOUTHAMPTON,NY11968 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 500

SOUTHERN POVERTY LAW CENTER

PO BOX 548
MONTGOMERY,AL36104 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 7,500

SPECIAL OLYMPICS NEW JERSEY

1 EUNICE KENNEDY SHRIVER WAY
LAWRENCEVILLE,NJ08648 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 100

ST JUDE CHILDREN'S RESEARCH HOSPITAL

262 DANNY THOMAS PL
MEMPHIS,TN38105 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,000

STANFORD UNIVERSITY

326 GALVEZ STREET
STANFORD,CA94305 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 50,000

SUPPORTIVE HOUSING ASSOCIATION OF NJ

185 VALLEY STREET
SOUTH ORANGE,NJ07079 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 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 OF LONGBOAT KEY FLORIDA INC

567 BAY ISLES ROAD
LONGBOAT KEY,FL34228 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 2,400

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 RESTRICTED GRANT FOR PROJECT/PROGRAM. 518

TENAFLY EDUCATIONAL FOUNDATION

PO BOX 384
TENAFLY,NJ07670 		NONE PC RESTRICTED GRANT FOR EVENTS. 500

TENAFLY NATURE CENTER ASSOCIATION

313 HUDSON AVENUE
TENAFLY,NJ07670 		NONE PC RESTRICTED GRANT FOR EVENTS. 600

THE ACTORS FUND

729 SEVENTH AVENUE 10TH FLOOR
NEW YORK,NY10019 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 500

THE ADLER APHASIA CENTER

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

THE ARNOLD P GOLD FOUNDATION

619 E PALISADE AVENUE
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 $1.5K RESTRICTED GRANT FOR EVENTS & $30K UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 31,500

THE CITIZENS CAMPAIGN

450 MAIN STREET
METUCHEN,NJ08840 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 40,000

THE OFFICE OF CONCERN FOOD PANTRY AT ST CECILIA

55 WEST DEMAREST AVENUE
ENGLEWOOD,NJ07631 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 8,000

THE PARTNERSHIP FOR MATERNAL & CHILD HEALTH

50 PARK PLACE STE 700
NEWARK,NJ07102 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 105,000

THE PECONIC LAND TRUST

296 HAMPTON ROAD
SOUTHAMPTON,NY11968 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 500

THE PERLMAN MUSIC PROGRAM SUNCOAST 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 $500K RESTRICTED GRANT FOR CAPITAL EXPENDITURES, $25K RESTRICTED GRANT FOR EVENTS & $25K UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 550,000

THE WATERFRONT PROJECT INC

830 BERGEN AVENUE 4A
JERSEY CITY,NJ07306 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 7,000

THIRD SECTOR NEW ENGLAND (TSNE)

89 SOUTH STREET 700
BOSTON,MA02111 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 7,500

TRAINING INSTITUTE FOR MENTAL HEALTH

280 MADISON AVENUE RM 708
NEW YORK,NY10016 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000

UC SAN DIEGO FOUNDATION

9500 GILMAN DRIVE 0940
LA JOLLA,CA92093 		NONE PC RESTRICTED GRANT FOR EVENTS. 5,000

UNIVERSITY OF MASSACHUSETTS BOSTON (UMASS)

100 MORRISSEY BOULEVARD
BOSTON,MA02125 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 10,000

UNIVERSITY OF TEXAS FOUNDATION

9011 MOUNTAIN RIDGE DRIVE 150
AUSTIN,TX78759 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 50,000

UNIVERSITY OF WASHINGTON

4333 BROOKLYN AVE NE
SEATTLE,WA98195 		NONE PC RESTRICTED GRANT FOR PROJECT/PROGRAM. 50,000

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 RESTRICTED GRANT FOR PROJECT/PROGRAM. 95,000

YIDDISH BOOK CENTER

1021 WEST STREET
AMHERST,MA01002 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 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 10,067,468
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2,473,160  
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 21,650  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 5,465,088  
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 7,959,898 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,959,898
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
HENRY & MARILYN TAUB FOUNDATION
  		Employer identification number
22-6100525
Part I
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

$ 4,050,789


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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
 17,440 SHARES OF BROADRIDGE FINANCIAL SOLUTIONS. $ 4,050,789 2024-12-03
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 19,500 9,750   9,750

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

TY 2024 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 30,203 200DB 7.000000000000 3,111 0    
FURNITURE & FIXTURES 2018-03-15 7,952 6,885 200DB 7.000000000000 709 0    
FURNITURE & FIXTURES 2018-05-22 39,383 34,106 200DB 7.000000000000 3,513 0    
OFFICE EQUIPMENT 2019-11-15 7,752 7,306 200DB 5.000000000000 446 0    

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Statement:
THE FOUNDATION CONDUCTS ITS OPERATIONS WITHIN THE STATE OF NEW JERSEY; HOWEVER, IT DOES NOT ENGAGE IN THE SOLICITATION OF CHARITABLE CONTRIBUTIONS FROM THE GENERAL PUBLIC. PURSUANT TO THE NEW JERSEY CHARITABLE REGISTRATION AND INVESTIGATION ACT, N.J.S.A. 45:17A-18 ET SEQ., CHARITABLE ORGANIZATIONS THAT DO NOT SOLICIT OR RECEIVE CONTRIBUTIONS FROM THE PUBLIC ARE NOT REQUIRED TO REGISTER WITH, OR FURNISH COPIES OF THEIR ANNUAL RETURNS TO, THE NEW JERSEY DIVISION OF CONSUMER AFFAIRS. SPECIFICALLY, UNDER N.J.S.A. 45:17A-26, ORGANIZATIONS THAT DO NOT SOLICIT CONTRIBUTIONS WITHIN THE STATE ARE EXEMPT FROM THE REGISTRATION AND FILING REQUIREMENTS OF THE ACT. ACCORDINGLY, THE FOUNDATION IS NOT REQUIRED TO REGISTER WITH, OR FURNISH A COPY OF ITS FORM 990-PF TO, THE STATE OF NEW JERSEY UNDER APPLICABLE CHARITABLE REGISTRATION AND SOLICITATION LAWS. THE FOUNDATION'S REGISTRATION STATUS WITH THE NEW JERSEY DIVISION OF CONSUMER AFFAIRS (DCA) IS CURRENTLY DESIGNATED AS "RETIRED." COPIES OF THE FOUNDATION'S ANNUAL FORM 990-PF ARE, HOWEVER, AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE FOUNDATION'S PRINCIPAL OFFICE, IN ACCORDANCE WITH THE PUBLIC DISCLOSURE REQUIREMENTS OF SECTION 6104 OF THE INTERNAL REVENUE CODE.

TY 2024 InvestmentsCorpStockSchedule
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES (ABT), 4022 SHS 361,970 455,062
ABBVIE INC. (ABBV), 745 SHS 42,899 132,387
ADVANSIX INC COM (ASIX), 3613 SHS 111,897 102,934
ALPHABET INC CAP STK CL C (GOOG), 4850 SHS 369,740 923,634
ALPHABET INC (GOOGL), 1600 SHS 230,869 303,000
AMDOCS LTD ORD (DOX), 1624 SHS 135,434 138,267
AMERICAN EXPRESS COMPANY (AXP), 570 SHS 94,340 169,170
AMERICAN FUNDS U.S. GOVERNMENT MM FUND CLS A (AFAXX), 6361.15 SHS 6,361 6,361
AMERICAN TOWER CORP NEW (AMT), 648 SHS 151,268 118,850
AMGEN (AMGN), 673 SHS 159,855 175,411
APPLE INC (AAPL), 3791 SHS 77,789 949,342
APPLIED MATERIALS INC (AMAT), 714 SHS 43,882 116,118
ARES CAPITAL CORPORATION (ARCC), 6980 SHS 99,276 152,792
ARROW ELECTRS INC (ARW), 1066 SHS 35,119 120,586
ASHTEAD GROUP PLC SHS (ASHTF), 3625 SHS 192,992 225,373
AT&T INC (T), 1 SHS 6 23
ATLANTA BRAVES HOLDINGS IN-C (BATRK), 3582 SHS 125,968 137,047
AUTOMATIC DATA PROCESSING INC (ADP), 5728 SHS 70,877 1,683,446
AUTOZONE INC (AZO), 45 SHS 43,362 144,090
AVALONBAY CMNTYS INC (AVB), 621 SHS 111,408 136,601
AZZ INC (AZZ), 1627 SHS 100,193 133,284
BERKLEY W R CORP (WRB), 2400 SHS 98,614 140,448
BERKSHIRE HATHAWAY INC DEL CL B (BRK.B), 2222 SHS 378,326 1,007,189
BERKSHIRE HATHAWAY INC DEL CLA (BRK A), 1 SHS 339,723 680,920
BERKSHIRE HATHAWAY, 1338 SHS 168,431 606,489
BHP GROUP LTD F (BHP), 1377 SHS 79,656 67,239
BLACKSTONE SECURED LENDING FUND (BXSL), 4790 SHS 113,371 154,765
BROADRIDGE FINANCIAL SOLUTIONS (BR), 97322 SHS 15,742,342 22,091,307
BROWN FORMAN CORP CLA (BF A), 1800 SHS 120,031 67,842
BURKE & HERBERT FINANCIAL SERVICES CORP, 25 SHS 1,743 1,559
CABOT CORP (CBT), 1291 SHS 110,623 117,881
CAPITAL ONE FINL CORP (COF), 1245 SHS 130,822 222,008
CDW CORPORATION (CDW), 200 SHS 355,254 348,218
CHUBB LIMITED (CB), 549 SHS 29,809 151,689
CIE FINANCIERE RICHEMONT AG ZUG NAMEN AKT (CFRHF), 3344 SHS 268,024 508,925
CITIGROUP INC (C), 10000 SHS 634,610 704,178
COMCAST CORP NEW CL A (CMCSA), 5839 SHS 150,613 219,137
COSTCO WHOLESALE CORP-NEW (COST), 1500 SHS 65,230 1,374,948
D R HORTON INC (DHI), 841 SHS 17,031 117,589
DELL TECHNOLOGIES INC. (DELL), 1199 SHS 133,615 138,173
DELTA AIR LINES INC (DAL), 16000 SHS 644,672 968,383
DIAMONDBACK ENERGY INC (FANG), 750 SHS 53,208 122,873
DISNEY WALT CO (DIS), 1503 SHS 166,715 167,359
DOORDASH INC CLA (DASH), 596 SHS 68,177 99,979
EOG RES INC (EOG), 1047 SHS 82,176 128,341
EAGLE MATERIALS INC (EXP), 460 SHS 61,139 113,510
ELBIT SYSTEMS LTD-ORD (ESLT), 1200 SHS 251,105 309,806
ELEVANCE HEALTH INC (ELV), 2000 SHS 136,248 738,092
EVEREST RE GROUP LTD (EG), 386 SHS 64,819 139,910
EXPEDIA, INC. (EXPE), 833 SHS 77,386 155,213
EXXON MOBIL CORP (XOM), 2336 SHS 142,397 251,284
FEDEX CORP (FDX), 873 SHS 152,713 245,601
FISERV INC (FI), 686 SHS 68,396 140,918
FLEXTRONICS INTL LTD ORD (FLEX), 3715 SHS 57,582 142,619
GE AEROSPACE (GE), 1577 SHS 91,404 263,028
GE VERNOVA INC (GEV), 375 SHS 22,090 123,349
GENUINE PARTS CO (GPC), 1697 SHS 203,398 198,142
GLOBAL PMTS INC (GPN), 1,085 SHS 119,864 121,585
GOLDMAN SACHS GROUP INC (GS), 265 SHS 27,811 151,744
GRAINGER W W INC (GWW), 356 SHS 103,279 375,242
GRAHAM HOLDINGS COMPANY (GHC), 157 SHS 90,000 136,891
HEINEKEN HLDG NV SHS (HKHHF), 6419 SHS 584,976 384,485
HENDERSON GROUP PLC (JHG), 3102 SHS 139,112 131,928
HERCULES TECHNOLOGY GROWTH CAPITAL INC (HTGC), 7408 SHS 92,972 148,827
HONEYWELL INTL INC (HON), 761 SHS 75,508 171,902
INGREDION INCORPORATED (INGR), 975 SHS 104,946 134,121
INSIGHT ENTERPRISES INC (NSIT), 749 SHS 78,440 113,923
IQVIA HOLDINGS INC (IQV), 2000 SHS 381,071 393,175
IRON MOUNTAIN INCORPORATED (IRM), 1202 SHS 30,176 126,342
ISHARES RUSSELL 2000 ETF (IWM), 2000 SHS 232,825 441,920
ITURAN LOCATION AND CONTROL LTD (ITRN), 4963 SHS 114,525 154,597
JABIL CIRCUIT INC (JBL), 1072 SHS 65,115 154,261
JOHNSON & JOHNSON (JNJ), 1299 SHS 168,226 187,861
JP MORGAN CHASE & CO (JPM), 2255 SHS 225,624 540,546
KLA-TENCOR CORP (KLAC), 189 SHS 16,742 119,093
LABCORP HOLDING INC (LH), 601 SHS 123,173 137,821
LAM RESEARCH CORPORATION (LRCX), 1597 SHS 9,999 115,351
LAMAR ADVERTISING CO NEW (LAMR), 1437 SHS 136,096 174,940
LENNAR CORP CLASS A (LEN), 851 SHS 33,608 116,051
LIBERTY LATIN AMERICA LTD. (LILAK), 1 SHS 41 6
LOWES COS INC (LOW), 920 SHS 123,319 227,056
LYONDELLBASELL INDUSTR F (LYB), 918 SHS 92,868 68,180
MARTIN MARIETTA MATLS INC COM (MLM), 603 SHS 185,251 311,450
MASTERCARD INC CLA (MA), 1398 SHS 453,626 736,145
MCDONALDS CORP (MCD), 346 SHS 94,704 100,302
MCKESSON CORP (MCK), 415 SHS 69,088 236,513
MERCK & CO INC (MRK), 6827 SHS 586,801 679,307
MICROSOFT CORP (MSFT), 3125 SHS 577,679 1,317,554
MOBILEYE GLOBAL INC (MBLY), 8500 SHS 250,253 169,387
MORGAN STANLEY (MS), 15932 SHS 410,597 2,003,617
NESTLE SA SPONSORED ADR (NSRGY), 5000 SHS 540,394 408,500
NETFLIX INC COM (NFLX), 551 SHS 115,883 491,117
NEWMONT CORP (NEM), 2089 SHS 132,078 77,753
NEXSTAR BROADCASTING GROUP INC (NXST), 686 SHS 39,888 108,367
NOVARTIS AG (NVS), 1378 SHS 108,963 134,093
OMNICOM GROUP INC (OMC), 1404 SHS 133,934 120,800
ORACLE CORP (ORCL), 3605 SHS 226,500 600,737
OSHKOSH CORPORATION (OSK), 1323 SHS 124,558 125,778
PAYPAL HLDGS INC (PYPL), 3586 SHS 203,344 306,065
PERNOD RICARD ORD SHS (PDRDF), 2619 SHS 447,960 295,577
PFIZER INC (PFE), 3709 SHS 126,284 98,400
PHILIP MORRIS INTL INC COM (PM), 3812 SHS 327,294 458,774
PHOTRONICS INC (PLAB), 5278 SHS 158,667 124,350
PROCTER & GAMBLE CO (PG), 1117 SHS 153,260 187,265
PROGRESS SOFTWARE CORP (PRGS), 2195 SHS 115,081 143,004
PROGRESSIVE CORP OH (PGR), 1478 SHS 96,016 354,144
QUALCOMM INC (QCOM), 665 SHS 82,487 102,157
RALPH LAUREN CORPORATION (RL), 652 SHS 75,419 150,599
REGIONS FINL CORP NEW (RF), 5297 SHS 141,189 124,585
RENAISSANCE RE HLDGS LTD ADR (RNR), 584 SHS 131,609 145,305
RESMED INC (RMD), 549 SHS 104,941 125,551
STAG INDUSTRIAL INC (STAG), 3899 SHS 96,873 131,864
SANMINA CORPORATION (SANM), 2175 SHS 131,294 164,582
SCHLUMBERGER LTD (SLB), 3299 SHS 148,389 126,484
SCHLUMBERGER LTD F (SLB), 5147 SHS 145,406 197,336
SHELL PLC F (SHEL), 4528 SHS 245,074 283,679
SIEMENS A G F SPONSORED ADR 1 ADR REPS 0.5 ORD (SIEGY), 1802 SHS 148,874 174,217
SKECHERS U S A INC CI A (SKX), 2015 SHS 128,494 135,489
SNAP ON INC (SNA), 390 SHS 76,266 132,397
SS&C TECHNOLOGIES HOLDINGS INC (SSNC), 4309 SHS 302,716 326,536
STATE STR CORP (STT), 2640 SHS 179,008 259,116
STERLING CONSTRUCTION COMPANY, INC (STRL), 744 SHS 9,880 125,327
STIFEL FINANCIAL CORP (SF), 1336 SHS 82,605 141,723
SYNNEX CORP COM (SNX), 1214 SHS 45,815 142,378
SYSCO CORP (SYY), 1623 SHS 123,268 124,095
TAPESTRY INC. (TPR), 2389 SHS 58,415 156,073
TEXTRON INC (TXT), 1640 SHS 105,683 125,444
THE CHEESECAKE FACTORY (CAKE), 3056 SHS 102,816 144,977
THE WALT DISNEY COMPANY (DIS), 1359 SHS 120,767 151,325
TOLL BROS INC (TOL), 914 SHS 70,549 115,118
UBER TECHNOLOGIES INC COM (UBER), 3650 SHS 193,742 220,168
ULTRA CLEAN HOLDINGS (UCTT), 3797 SHS 135,493 136,502
UNILEVER PLC F (UL), 4429 SHS 208,969 251,124
UNITED RENTALS INC (URI), 128 SHS 102,852 90,168
UNITEDHEALTH GROUP INC (UNH), 328 SHS 10,937 165,922
UNITY BANCORP, INC. (UNTY), 1484 SHS 65,311 64,717
VANGUARD TOTAL INTL STOCK INDEX FD INSTL (VTSNX), 71865.90 SHS 7,797,461 9,106,847
VERIZON COMMUNICATIONS I (VZ), 2443 SHS 83,269 97,696
VISA INC (V), 3500 SHS 276,632 1,106,577
WALMART INC (WMT), 1984 SHS 34,519 179,254
WELLS FARGO & CO (WFC), 5471 SHS 182,783 384,283

TY 2024 InvestmentsOtherSchedule2
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AVIARY ASSOCIATES LP AT COST 11,237,739 11,680,507
HEDGE FUND: GOLDEN TREE HIGH YIELD FUND AT COST 2,193,199 12,561,124
HEDGE FUND: GOLDEN TREE SELECT AT COST 407,561 2,256,373
HEDGE FUND: MONARCH DEBT RECOVERY FUND LTD. AT COST 2,340,533 10,847,161
INVESTMENTS IN LIMITED PARTNERSHIP: MONDRIAN INTERNATIONAL EQUITY FUND L.P. AT COST 5,408,895 5,509,849
INVESTMENTS IN LIMITED PARTNERSHIP: THE HIGHCLERE INTERNATIONAL INVESTORS AT COST 1,229,842 1,197,857
OFFSHORE HEDGE FUND: BEACH POINT PROPERTIES AT COST 2,039,321 8,442,080
OFFSHORE HEDGE FUND: PALESTRA CAPITAL OFFSHORE FUND AT COST 5,500,000 8,206,593

TY 2024 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 33,314 1,561  
FURNITURE & FIXTURES 7,952 7,594 358  
FURNITURE & FIXTURES 39,383 37,619 1,764  
OFFICE EQUIPMENT 7,752 7,752 0  


TY 2024 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
BANK FEES 60 60   0
OFFICE EXPENSES 36,054 0   36,054
OTHER EXPENSES 14,213 14,213   0
PORTFOLIO EXPENSES 1,427 1,427   0
PROFESSIONAL ORGANIZATION DUES 28,702 0   28,702
TELEPHONE 2,160 0   2,160


TY 2024 OtherIncomeSchedule2
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS INCOME 2,679 2,679 2,679
PASSTHROUGH OTHER INCOME: AVIARY ASSOCIATES LP 7,029 232 7,029
PASSTHROUGH OTHER INCOME: MONDRIAN INTERNATIONAL EQUITY FUND L.P 2,293 2,293 2,293
PASSTHROUGH OTHER INCOME: THE HIGHCLERE INTERNATIONAL INVESTORS 9,649 9,649 9,649


TY 2024 OtherLiabilitiesSchedule
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Description Beginning of Year - Book Value End of Year - Book Value
ACCRUED EXCISE TAXES 0 14,542


TY 2024 OtherProfessionalFeesSchedule
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 262,031 17,030   245,001
INVESTMENT EXPENSES 453,306 453,306   0
ADP SERVICE FEE 13,405 0   0


TY 2024 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 2024 TaxesSchedule
Name:
HENRY & MARILYN TAUB FOUNDATION
EIN:
22-6100525
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 104,542 0   0
FOREIGN TAXES 36,397 36,397   0
PAYROLL TAXES 60,163 0   0