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
THE MCJ AMELIOR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)53 MAPLE AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MORRISTOWN, NJ07960
A Employer identification number

22-2497895
B Telephone number (see instructions)

(973) 540-9148
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$105,709,189J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 6,859 4,940  
4 Dividends and interest from securities... 2,446,240 2,446,018  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,292,564
b Gross sales price for all assets on line 6a 22,418,682
7 Capital gain net income (from Part IV, line 2)... 8,276,694
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
1,176,741 996,227  
12 Total. Add lines 1 through 11........ 11,922,404 11,723,879  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 970,044 0   970,044
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 274,039 0   274,039
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,631 0   1,631
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
172,272 67,527   100,386
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
459,628 277,570   164,142
17 Interest............... 346,653 346,031   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
195,670 40,670   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
1,606 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 28,703 0   28,703
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
557,888 503,948   49,663
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,008,134 1,235,746   1,588,608
25 Contributions, gifts, grants paid....... 5,782,871 5,782,871
26 Total expenses and disbursements. Add lines 24 and 25 8,791,005 1,235,746   7,371,479
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,131,399
b Net investment income (if negative, enter -0-) 10,488,133
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............. 1,000,392 3,638,853 3,638,853
2 Savings and temporary cash investments......... 4,321,557    
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   19,025    
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,367,849 0 0
b Investments—corporate stock (attach schedule)....... 9,198,026 Click to see attachment
List of Attached Documents:
// Content
20,776,814 		22,089,722
c Investments—corporate bonds (attach schedule)....... 1,659,180 Click to see attachment
List of Attached Documents:
// Content
27,086,290 		27,169,667
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).......... 36,849,898 Click to see attachment
List of Attached Documents:
// Content
22,447,365 		52,807,333
14 Land, buildings, and equipment: basis right arrow8,030
Less: accumulated depreciation (attach schedule) right arrow4,416 5,220 Click to see attachment
List of Attached Documents:
// Content
3,614 		3,614
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 54,421,147 73,952,936 105,709,189
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........... 54,421,147 73,952,936
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)..... 54,421,147 73,952,936
30 Total liabilities and net assets/fund balances (see instructions). 54,421,147 73,952,936
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
54,421,147
2
Enter amount from Part I, line 27a .....................
2
3,131,399
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
16,400,390
4
Add lines 1, 2, and 3 ..........................
4
73,952,936
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
73,952,936
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 PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c COMMONFUND CAPITAL VII P    
d COMMONFUND CAPITAL VIII P    
e COMMONFUND CAPITAL IX P    
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS P    
GREYCROFT PARTNERS VII P    
LAZARD INTERNATIONAL EQUITY STRATEGIES P    
LONE CASCADE P    
NEWARK VENTURE PARTNERS FUND II P    
OAKTREE OPPORTUNITIES FUND VIII P    
OAKTREE OPPORTUNITIES FUND IX P    
RENAISSANCE INSTITUTIONAL EQUITIES FUND P    
RESERVOIR CAPITAL PARTNERS (CAYMAN) P    
AISLING CAPITAL II P    
CMMTP-2 P    
COMMONFUND CAPITAL VI P    
COMMONFUND CAPITAL VII P    
COMMONFUND CAPITAL VIII P    
COMMONFUND CAPITAL IX P    
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS P    
GREYCROFT GROWTH IV P    
GREYCROFT PARTNERS VII P    
LAZARD INTERNATIONAL EQUITY STRATEGIES P    
LONE CASCADE P    
NEWARK VENTURE PARTNERS FUND II P    
OAKTREE OPPORTUNITIES FUND VIII P    
OAKTREE OPPORTUNITIES FUND VIII AIF (CAYMAN) P    
OAKTREE OPPORTUNITIES FUND VIII AIF (DELAWARE) P    
OAKTREE OPPORTUNITIES FUND VIIIB P    
OAKTREE OPPORTUNITIES FUND IX P    
OCM OPPORTUNITIES FUND VIIB P    
OBVIOUS VENTURES II P    
PWP GROWTH EQUITY FUND II B P    
RENAISSANCE INSTITUTIONAL EQUITIES FUND P    
RESERVOIR CAPITAL PARTNERS (CAYMAN) P    
RESERVOIR CAPITAL INVESTMENT PARTNERS (CAYMAN) P    
DISPOSITION OF OCM OPPORTUNITIES FUND VIIB LP P    
MADRONA VENTURE FUND VII P    
CL V FUNDING P    
LEGACY VENTURE IV P    
LEGACY VENTURE VIII P    
LEGACY VENTURE IV P    
LEGACY VENTURE VIII P    
TRIPOST CAPITAL HSR INVESTMENTS P    
ASIA ALTERNATIVES DELAWARE V P    
VESTAR ASSOCIATES VI LP P    
VESTAR ASSOCIATES VI LP P    
VIP III L.P. P    
LEGACY VENTURE V (QP) P    
LEGACY VENTURE V (QP) P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,755,036   5,658,410 96,626
b 16,644,524   14,004,921 2,639,603
c       72
d       -6,865
e       -920
      7,468
      -449
      173,838
      497,672
      177
      -2
      6,347
      1,213,272
      37,653
      -19,654
      612
      413
      2,594
      12,662
15,227   15,870 -643
      98,290
      14,305
      -24,443
      772,080
      923,767
      -29,134
      1,310
      74
      947
      -31,420
      -221,220
      91
      -27,348
      371,606
      1,350,021
      204,008
      55,833
3,490   11,568 -8,078
      25,926
      -6,505
      -11
      2,857
      -8,549
      67,238
      6,971
      21,321
      -6
      9,547
      27,398
      -52
      18,989
405     405
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       96,626
b       2,639,603
c       72
d       -6,865
e       -920
      7,468
      -449
      173,838
      497,672
      177
      -2
      6,347
      1,213,272
      37,653
      -19,654
      612
      413
      2,594
      12,662
      -643
      98,290
      14,305
      -24,443
      772,080
      923,767
      -29,134
      1,310
      74
      947
      -31,420
      -221,220
      91
      -27,348
      371,606
      1,350,021
      204,008
      55,833
      -8,078
      25,926
      -6,505
      -11
      2,857
      -8,549
      67,238
      6,971
      21,321
      -6
      9,547
      27,398
      -52
      18,989
      405
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 8,276,694
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) 1 145,785
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........................... 3 145,785
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- ..... 5 145,785
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 198,602
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.............. 7 198,602
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 52,817
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow52,817 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowDE, NJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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. ...............................
10
 
No
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
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 arrowANDERSEN Telephone no.right arrow (203) 987-3669

Located atright arrow1700 EAST PUTNAM AVE SUITE 408OLD GREENWICHCT ZIP+4right arrow06870
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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
 
No
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
SUZANNE M SPERO PRESIDENT
40.00 		300,042 92,799 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
CHRISTINE CHAMBERS GILFILLAN DIRECTOR/CO-CHAIR
40.00 		305,030 36,800 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
CHARLES RUBIN DIRECTOR
40.00 		0 0 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
WENDY C BERRY-MCWEENY DIRECTOR/CONSULTANT
2.00 		0 0 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
ANTHONY J ROMANO DIRECTOR/ASST. SECRETARY/TREASURER
5.00 		0 0 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
JENNIFER G CHAMBERS DIRECTOR
5.00 		0 0 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
MERCEL P CHAMBERS DIRECTOR
5.00 		0 0 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
MICHAEL J CHAMBERS DIRECTOR
5.00 		0 0 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
PATRICIA A CHAMBERS DIRECTOR
5.00 		0 0 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
RAYMOND G CHAMBERS DIRECTOR/CO-CHAIR
5.00 		0 0 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
TINA BROWN CHAMBERS DIRECTOR
5.00 		0 0 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
BARBARA B COLEMAN DIRECTOR
5.00 		0 0 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
MICHAEL GILFILLAN DIRECTOR
5.00 		0 0 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
MICHAEL GILFILLAN JR DIRECTOR
5.00 		0 0 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
PATRICK GILFILLAN DIRECTOR
5.00 		0 0 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
JOHN T SHERIDAN DIRECTOR/VP/SECRETARY/TREASURER
5.00 		0 0 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
NATALIE GILFILLAN DIRECTOR
5.00 		0 0 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
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
MICHAEL MCCARVILLE RESEARCH ASSOCIATE
40.00 		100,022 27,627 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
CHARISMA K DERIAS EXECUTIVE ASSISTANT
40.00 		85,042 38,018 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
JOSEPH PREZIOSI RESEARCH ASSOCIATE
40.00 		100,000 9,963 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
JOSHUA CHRISTIE PROGRAM OFFICER
40.00 		64,314 24,286 0
53 MAPLE AVENUE
MORRISTOWN,NJ07960
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
SIMON QUICK ADVISORS LLC INVESTMENT ADVISORY FEES 202,480
360 MOUNT KEMBLE AVENUE
MORRISTOWN,NJ07960
ANDERSEN TAX LLC ACCOUNTING AND TAX 130,750
333 BUSH STREET SUITE 1700
SAN FRANCISCO,CA94104
NATIONAL FINANCIAL SERVICES LLC INVESTMENT ADVISORY FEES 93,006
499 WASHINGTON BOULEVARD
JERSEY CITY,NJ07310
CATHERINE ZHANG CONSULTING 70,000
17 FAIRMONT AVE APT 1
CAMBRIDGE,MA02139
BOOST STRATEGIES LLC CONSULTING 61,600
2121 MID LANE APT 475
HOUSTON,TX77027
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 (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
33,356,403
b
Average of monthly cash balances.......................
1b
4,589,330
c
Fair market value of all other assets (see instructions)................
1c
78,481,134
d
Total (add lines 1a, b, and c).........................
1d
116,426,867
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
116,426,867
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,746,403
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
114,680,464
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,734,023
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
5,734,023
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
145,785
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
27,044
c
Add lines 2a and 2b............................
2c
172,829
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,561,194
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,561,194
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
5,561,194
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
7,371,479
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
7,371,479
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 5,561,194
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...... 2,126,277
b From 2020...... 731,321
c From 2021......  
d From 2022......  
e From 2023...... 1,291,681
f Total of lines 3a through e ........ 4,149,279
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 7,371,479
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..... 5,561,194
e Remaining amount distributed out of corpus 1,810,285
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 5,959,564
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) ... 		2,126,277
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		3,833,287
10 Analysis of line 9:
a Excess from 2020.... 731,321
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 1,291,681
e Excess from 2024.... 1,810,285
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).)
RAYMOND G CHAMBERS
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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 e-mail address of the person to whom applications should be addressed:
SUZANNE M SPERO
53 MAPLE AVENUE
MORRISTOWN,NJ07960
(973) 540-1946
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIAL FORMS OR MATERIALS REQUIRED EXCEPT FOR PROOF OF SECTION 501(C)(3) STATUS AS A PUBLICLY SUPPORTED CHARITY.
cAny submission deadlines:
NO SUBMISSION DEADLINES EXIST.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO RESTRICTIONS OR LIMITATIONS EXIST.
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

50CAN INC

1380 MONROE ST NW 413
WASHINGTON,DC20010 		N/A PC FOR GENERAL OPERATING SUPPORT 15,000

AFRICAN COMMUNITY CONSERVATION FOUNDATION

109 ROYAL PALM WAY
PALM BEACH,FL33480 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

AMERICAN UNIVERSITY

4400 MASSACHUSETTS AVE NW
WASHINGTON,DC20016 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

AMERICA'S FRONTIER FUND

2550 SOUTH CLARK STREET SUITE 610
ARLINGTON,VA22202 		N/A PC FOR GENERAL OPERATING SUPPORT 250,000

ASSOCIATED HUMANE SOCIETIES INC

124 EVERGREEN AVE
NEWARK,NJ07114 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

BOY SCOUTS OF AMERICA

1325 W WALNUT HILL LANE
IRVING,TX75038 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

BIG BROTHERS BIG SISTERS OF ESSEX HUDSON

550 BROAD ST SUITE 604
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 15,000

BLINKNOW FOUNDATION

PO BOX 453
MENDHAM,NJ07945 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

BOSTON COLLEGE TRUSTEES

140 COMMONWEALTH AVE
CHESTNUT HILL,MA02467 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

BOYS AND GIRLS CLUB OF NEWARK INC

1 AVON AVE
NEWARK,NJ07108 		N/A PC FOR GENERAL OPERATING SUPPORT 28,800

BOYS TOWN JERUSALEM FOUNDATION OF AMERICA

209 W 29TH ST SUITE 6250
NEW YORK,NY10001 		N/A PC FOR GENERAL OPERATING SUPPORT 2,000

BRADY CENTER TO PREVENT GUN VIOLENCE

840 FIRST STREET NE SUITE 400
WASHINGTON,DC20002 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

BRANCH BROOK PARK ALLIANCE INC

115 CLIFTON AVENUE
NEWARK,NJ07104 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

BRAVEN INC

100 NORTH LASALLE STREET SUITE 310
CHICAGO,IL60602 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

BRICK EDUCATION NETWORK

534 CLINTON AVENUE
NEWARK,NJ07108 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

BRIDGES OUTREACH

120 MORRIS AVENUE
SUMMIT,NJ07902 		N/A PC FOR GENERAL OPERATING SUPPORT 15,000

BROWN UNIVERSITY

164 ANGELL STREET PO BOX 1877
PROVIDENCE,RI02912 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

BUONICONTI FUND TO CURE PARALYSIS INC

1095 NW 14TH TERRACE LOIS POPE LIFE
CENTER
MIAMI,FL33136 		N/A PC FOR GENERAL OPERATING SUPPORT 100,000

CANCER HOPE NETWORK INC

2 NORTH ROAD SUITE A
CHESTER,NJ07930 		N/A PC FOR GENERAL OPERATING SUPPORT 2,500

CATHERINE VIOLET HUBBARD FOUNDATION INC

8 COMMERCE ROAD
NEWTOWN,CT06470 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

CARE INC

1500 JW DAVIS DRIVE
HAMMOND,LA70403 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

CHILDREN'S SPECIALIZED HOSPITAL FOUNDATION

150 NEW PROVIDENCE ROAD
MOUNTAINSIDE,NJ07092 		N/A PC FOR GENERAL OPERATING SUPPORT 1,050

CENTER FOR US GLOBAL LEADERSHIP

1120 19TH STREET NW SUITE 300
WASHINGTON,DC20036 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

CHRISTOPHER REEVE FOUNDATION

636 MORRIS TURNPIKE SUITE 3A
SHORT HILLS,NJ07078 		N/A PC FOR GENERAL OPERATING SUPPORT 12,000

CIVIC NATION

1400 L STREET NW
WASHINGTON,DC20005 		N/A PC FOR GENERAL OPERATING SUPPORT 1,000

CLINTON HEALTH ACCESS INITIATIVE INC

383 DORCHESTER AVENUE
BOSTON,MA02127 		N/A PC FOR GENERAL OPERATING SUPPORT 516,700

COMMUNITY FOOD BANK OF NEW JERSEY INC

31 EVANS TERMINAL ROAD
HILLSIDE,NJ07205 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

COMMUNITY FOUNDATION OF NEW JERSEY

PO BOX 338
MORRISTOWN,NJ07963 		N/A PC FOR GENERAL OPERATING SUPPORT 1,000

CORNELL UNIVERSITY

377 PINE TREE ROAD
ITHACA,NY14850 		N/A PC FOR GENERAL OPERATING SUPPORT 100

CORPORATION FOR NEW JERSEY LOCAL MEDIA

PO BOX 2031
MORRISTOWN,NJ07960 		N/A PC FOR GENERAL OPERATING SUPPORT 2,500

COVENANT HOUSE NEW JERSEY INC

330 WASHINGTON ST
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 18,000

DAY ONE LEARNING COMMUNITY INC

70 HOOKER AVENUE
POUGHKEEPSIE,NY12601 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

DEVILS YOUTH FOUNDATION INC

25 LAFAYETTE STREET
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

DUTCHESS COUNTY SPCA INC

636 VIOLET AVE
HYDE PARK,NY12538 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

DRAPER RICHARDS KAPLAN FOUNDATION

1600 EL CAMINO REAL SUITE 155
MENLO PARK,CA94025 		N/A PC FOR GENERAL OPERATING SUPPORT 200,000

EVANS SCHOLARS FOUNDATION

2501 PATRIOT BLVD
GLENVIEW,IL60026 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

FAMILY PROMISE OF ESSEX COUNTY INC

60 S FULLERTON AVE 205
MONTCLAIR,NJ07042 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

FIRST NIGHT MORRIS INC

PO BOX 9009
MORRISTOWN,NJ079639009 		N/A PC FOR GENERAL OPERATING SUPPORT 1,000

FIGURE SKATING IN HARLEM INC

361 W 125TH ST FLOOR 4
NEW YORK,NY10027 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

FOUNDATION FOR MORRISTOWN MEDICAL CENTER

475 SOUTH STREET 1ST FLOOR
MORRISTOWN,NJ07960 		N/A PC FOR GENERAL OPERATING SUPPORT 46,000

FOUNDATION FOR THE NJ HALL OF FAME INC

1037 RAYMOND BLVD
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

FOUNDATION FOR UNIVERSITY HOSPITAL

150 BERGEN ST D 209 C
NEWARK,NJ07103 		N/A PC FOR GENERAL OPERATING SUPPORT 81,327

GLASSROOTS INC

10 BLEEKER STREET
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

GLOBAL HEALTH CORPS INC

318 WEST 39TH STREET
NEW YORK,NY10018 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

GREATER NEWARK CONSERVANCY INC

32 PRINCE ST
NEWARK,NJ07103 		N/A PC FOR GENERAL OPERATING SUPPORT 2,500

GREATER NEWARK HOLIDAY FUND

PO BOX 59
NEWARK,NJ07101 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

GREEN CHIMNEYS CHILDRENS SERVICES INC

400 DOANSBURG ROAD
BREWSTER,NY10509 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

GREENLIGHT FUND INC

50 MILK STREET 16TH FLOOR
BOSTON,MA02109 		N/A PC FOR GENERAL OPERATING SUPPORT 20,000

HACKENSACK MERIDIAN HEALTH INC

343 THORNALL STREET
EDISON,NJ08837 		N/A PC FOR GENERAL OPERATING SUPPORT 26,000

HEALTHCARE FOUNDATION NORTHERN SONOMA COUNTY

111 MONTE VISTA AVE
HEALDSBURG,CA95448 		N/A PC FOR GENERAL OPERATING SUPPORT 2,500

HOCKEY IN NEWARK INC

110 JABEZ STREET RM 260
NEWARK,NJ07105 		N/A PC FOR GENERAL OPERATING SUPPORT 25,200

HOSPITAL FOR SPECIAL SURGERY FUND

535 E 70TH ST
NEW YORK,NY10021 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

INDO-PACIFIC PARTNERSHIP FOR PROSPERITY

445 PARK AVE STE 16A
NEW YORK,NY10022 		N/A PC FOR GENERAL OPERATING SUPPORT 595,000

INTERFAITH FOOD PANTRY INC

2 EXECUTIVE DRIVE
MORRIS PLAINS,NJ07950 		N/A PC FOR GENERAL OPERATING SUPPORT 150

JOURNEY TO LEAD INC

821 CHESAPEAKE AVE UNIT 5859
ANNAPOLIS,MD21403 		N/A PC FOR GENERAL OPERATING SUPPORT 45,000

JUST CAPITAL FOUNDATION INC

44 EAST 30TH STREET 11TH FLOOR
NEW YORK,NY10016 		N/A PC FOR GENERAL OPERATING SUPPORT 50,000

JUSTICE IN MOTION INC

PO BOX 160128
BROOKLYN,NY11216 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

KENT PLACE SCHOOL

42 NORWOOD AVE
SUMMIT,NJ07902 		N/A PC FOR GENERAL OPERATING SUPPORT 130,000

KINGSTON SELF-HELP CENTER INC

17 SAINT JAMES STREET
KINGSTON,NY12401 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

KIPP NEW JERSEY

60 PARK PLACE SUITE 802
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

LIFE CAMP INC

53 MAPLE AVENUE
MORRISTOWN,NJ07960 		N/A PC FOR GENERAL OPERATING SUPPORT 31,100

LETTERS CHARITY

1723 W DEVON AVE
CHICAGO,IL60660 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

LINK EDUCATION PARTNERS INC

23 PENNSYLVANIA AVENUE
NEWARK,NJ07114 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

LIVING ROOM CENTER INC

1207 CLEVELAND AVE
SANTA ROSA,CA95401 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

MADISON AREA YMCA

111 KINGS ROAD
MADISON,NJ07940 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

MALARIA NO MORE FUND

2341 EASTLAKE AVENUE E SUITE 200
SEATTLE,WA98102 		N/A PC FOR GENERAL OPERATING SUPPORT 820,128

MANHATTAN SCHOOL OF MUSIC

130 CLAREMONT AVENUE
NEW YORK,NY10027 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

MARTY'S PLACE SENIOR DOG SANCTUARY

118 COUNTRY ROAD 526
ALLENTOWN,NJ08501 		N/A PC FOR GENERAL OPERATING SUPPORT 250

MILLENNIUM CAMPUS NETWORK INC

101 HUNTINGTON AVE SUITE 2205
BOSTON,MA02199 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

MORRIS COUNTY SHERIFFS CRIMESTOPPER INC

PO BOX 900
MORRISTOWN,NJ07963 		N/A PC FOR GENERAL OPERATING SUPPORT 500

MORRISTOWN-BEARD SCHOOL

70 WHIPPANY ROAD
MORRISTOWN,NJ07960 		N/A PC FOR GENERAL OPERATING SUPPORT 20,000

MUSEUM OF AMERICAN FINANCE

360 WEST 31ST STREET 6TH FLOOR
NEW YORK,NY10001 		N/A PC FOR GENERAL OPERATING SUPPORT 6,000

MUSEUM OF EARLY TRADES AND CRAFTS

9 MAIN STREET
MADISON,NJ07940 		N/A PC FOR GENERAL OPERATING SUPPORT 2,500

NEW JERSEY COMMUNITY DEVELOPMENT CORPORATION

32 SPRUCE STREET 3RD FLOOR
PATERSON,NJ07501 		N/A PC FOR GENERAL OPERATING SUPPORT 1,000

NEW JERSEY CHILDREN'S FOUNDATION

1 GATEWAY CENTER SUITE 2600
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 584,125

NEW JERSEY INSTITUTE FOR SOCIAL JUSTICE

60 PARK PLACE SUITE 511
NEWARK,NJ071025504 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

NEW JERSEY INSTITUTE OF TECHNOLOGY

UNIVERSITY HEIGHTS
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

NEW JERSEY PERFORMING ARTS CENTER CORP

ONE CENTER ST
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 151,000

NEW JERSEY SEEDS INC

494 BROAD STREET SUITE 105
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

NEW JERSEY SYMPHONY ORCHESTRA

60 PARK PLACE 9TH FLOOR
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 27,500

NEW YORK ROAD RUNNERS INC

PO BOX 22171
NEW YORK,NY100872171 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

NEWARK ALLIANCE

60 PARK PLACE SUITE 604
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 60,125

NEWARK PERFORMING ARTS CORPORATION

1030 BROAD STREET
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 15,000

NEWARK BETH ISRAEL MEDICAL CENTER INC

201 LYONS AVENUE
NEWARK,NJ07112 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

NEWARK MENTORING MOVEMENT INC

60 PARK PLACE SUITE 601
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 67,000

NEWARK MUSEUM ASSOCIATION

49 WASHINGTON STREET
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 38,000

NEWARK PUBLIC LIBRARY

5 WASHINGTON STREET
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 2,500

NORTH BAY ITALIAN CULTURAL FOUNDATION

64 BROOKWOOD AVENUE
SANTA ROSA,CA95404 		N/A PC FOR GENERAL OPERATING SUPPORT 100

NEWARK SCHOOL OF THE ARTS INC

89 LINCOLN PARK
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 1,000

NOURISH NJ INC

36 SUSSEX AVE
MORRISTOWN,NJ07960 		N/A PC FOR GENERAL OPERATING SUPPORT 1,000

OPPORTUNITY PROJECT INC

60 E WILLOW ST
MILLBURN,NJ07041 		N/A PC FOR GENERAL OPERATING SUPPORT 1,500

ORDER OF SAINT BENEDICT OF NJ

230 MENDHAM ROAD
MORRISTOWN,NJ07960 		N/A PC FOR GENERAL OPERATING SUPPORT 27,500

P G CHAMBERS SCHOOL INC

15 HALKO DRIVE
CEDAR KNOLLS,NJ07927 		N/A PC FOR GENERAL OPERATING SUPPORT 21,150

NORTHWESTERN UNIVERSITY

633 CLARK STREET
EVANSTON,IL60208 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

PANZI FOUNDATION

5185 MACARTHUR BLVD NW 708
WASHINGTON,DC20016 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

PAPER MILL PLAYHOUSE

22 BROOKSIDE DRIVE
MILLBURN,NJ07041 		N/A PC FOR GENERAL OPERATING SUPPORT 3,500

PARK AVENUE FOUNDATION

184 PARK AVENUE
FLORHAM PARK,NJ07932 		N/A PC FOR GENERAL OPERATING SUPPORT 11,600

PARTNERSHIP FOR CENTRAL AMERICA INC

700 12TH STREET NW SUITE 700
WASHINGTON,DC20005 		N/A PC FOR GENERAL OPERATING SUPPORT 72,010

PARTNERSHIP FOR DIGITAL ACCESS IN AFRICA

250 YONGE STREET SUITE 2400
TORONTO,ONTARIOM5B 2L7
CA 		N/A PC FOR GENERAL OPERATING SUPPORT 40,450

POINTS OF LIGHT FOUNDATION

101 MARIETTA STREET SUITE 3100
ATLANTA,GA30303 		N/A PC FOR GENERAL OPERATING SUPPORT 26,500

PRESCHOOL ADVANTAGE INC

25 LINDSLEY DRIVE SUITE 307
MORRISTOWN,NJ07960 		N/A PC FOR GENERAL OPERATING SUPPORT 2,500

PRESIDENTS AND FELLOWS OF HARVARD COLLEGE

1033 MASSACHUSETTS AVENUE SUITE 3
CAMBRIDGE,MA02138 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

PECK SCHOOL

247 SOUTH STREET
MORRISTOWN,NJ07960 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

PRUDENTIAL FINANCIAL INC

751 BROAD STREET
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 87,500

REV STEF AND JUBILATION SCHOLARSHIP FUND

1115 CYPRESS DR
UNION,NJ07083 		N/A PC FOR GENERAL OPERATING SUPPORT 1,000

READ ALLIANCE

160 BROADWAY 8TH FL EAST BUILDING
NEW YORK,NY10038 		N/A PC FOR GENERAL OPERATING SUPPORT 1,000

RUTGERS UNIVERSITY FOUNDATION

335 GEORGE STREET
NEW BRUNSWICK,NJ08901 		N/A PC FOR GENERAL OPERATING SUPPORT 77,844

SAFE PLACE INTERNATIONAL

3871 PIEDMONT AVENUE 32
OAKLAND,CA94611 		N/A PC FOR GENERAL OPERATING SUPPORT 30,000

SANDY HOOK PROMISE FOUNDATION

13 CHURCH HILL ROAD
NEWTOWN,CT06470 		N/A PC FOR GENERAL OPERATING SUPPORT 2,500

SAINT VINCENT ACADEMY

228 W MARKET STREET
NEWARK,NJ07103 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

SHARE OUR STRENGTH

1030 15TH ST NW
WASHINGTON,DC20005 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

SEVEN ARROWS ELEMENTARY SCHOOL

15240 LA CRUZ DRIVE
PACIFIC PALISADES,CA90272 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

SHOE4AFRICA INC

CHURCH STREET STATION PO BOX 3142
NEW YORK,NY10008 		N/A PC FOR GENERAL OPERATING SUPPORT 300,000

SMITHSONIAN INSTITUTION

RIPLEY CENTER MRC 010 PO BOX 37012
WASHINGTON,DC200137012 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

SHED NYC INC

545 WEST 30TH STREET
NEW YORK,NY10001 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

SOUTH STREET THEATER CO INC

100 SOUTH STREET
MORRISTOWN,NJ07960 		N/A PC FOR GENERAL OPERATING SUPPORT 15,000

ST BENEDICT'S PREPARATORY SCHOOL

520 DR MARTIN LUTHER KING JR BLVD
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

ST VINCENT'S MARTYR CHURCH

26 GREEN VILLAGE ROAD
MADISON,NJ07940 		N/A PC FOR GENERAL OPERATING SUPPORT 500

SPRING STREET COMMUNITY DEVELOPMENT

65 SPRING STREET
MORRISTOWN,NJ07960 		N/A PC FOR GENERAL OPERATING SUPPORT 2,750

SUBJECT MATTER INC

145 W 11TH STREET
NEW YORK,NY10011 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

TABBYS PLACE A CAT SANCTUARY INC

1100 US HIGHWAY 202
RINGOES,NJ08551 		N/A PC FOR GENERAL OPERATING SUPPORT 180

ST JOHN'S COMMUNITY BAPTIST CHURCH

1066 BERGEN STREET
NEWARK,NJ07112 		N/A PC FOR GENERAL OPERATING SUPPORT 4,128

TEACH FOR AMERICA INC

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		N/A PC FOR GENERAL OPERATING SUPPORT 20,000

STANDARDBRED RETIREMENT FOUNDATION INC

42 ARNEYTOWN-HORNERSTOWN RD
CREAM RIDGE,NJ08514 		N/A PC FOR GENERAL OPERATING SUPPORT 250

TALKSHOPLIVE INC

8424A SANTA MONICA BLVD SUITE 162
WEST HOLLYWOOD,CA90069 		N/A PC FOR GENERAL OPERATING SUPPORT 17,394

THE BLOOMSBURG UNIVERSITY FOUNDATION INC

50 E MAIN ST
BLOOMSBURG,PA17815 		N/A PC FOR GENERAL OPERATING SUPPORT 100

THE CITIZENS CAMPAIGN

450 MAIN STREET
METUCHEN,NJ08840 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

THE NATIONAL MENTORING PARTNERSHIP INC

225 FRANKLIN ST FLOOR 26
BOSTON,MA02110 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

THE NATURE CONSERVANCY

4245 N FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

THE SEEING EYE INC

PO BOX 375
MORRISTOWN,NJ079630375 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

THE STATE UNIVERSITY COLLEGE AT ONEONTA

108 RAVINE PARKWAY
ONEONTA,NY13820 		N/A PC FOR GENERAL OPERATING SUPPORT 100

THE WOMEN'S PROJECT & PRODUCTIONS INC

55 WEST END AVENUE
NEW YORK,NY10023 		N/A PC FOR GENERAL OPERATING SUPPORT 15,000

THE PENNSYLVANIA STATE UNIVERSITY

201 OLD MAIN
UNIVERSITY PARK,PA16802 		N/A PC FOR GENERAL OPERATING SUPPORT -171

THE PETEY GREENE PROGRAM

22 STOCKTON STREET
PRINCETON,NJ08540 		N/A PC FOR GENERAL OPERATING SUPPORT 500

THE TRUST FOR PUBLIC LAND

PO BOX 889336
LOS ANGELES,CA90088 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

THE WRITING REVOLUTION INC

90 BROAD STREET 3F
NEW YORK,NY10004 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

THIRTY SIX EAST SIXTY SECOND STREET FOUNDATION INC

36 E 62ND ST
NEW YORK,NY10065 		N/A PC FOR GENERAL OPERATING SUPPORT 2,500

UNITED WAY OF ESSEX AND WEST HUDSON

50 PARK PLACE SUITE 1025
NEWARK,NJ07108 		N/A PC FOR GENERAL OPERATING SUPPORT 2,500

UNIVERSITY OF RICHMOND

410 WESTHAMPTON WAY
RICHMOND,VA23173 		N/A PC FOR GENERAL OPERATING SUPPORT 20,000

URBAN LEAGUE OF ESSEX COUNTY

508 CENTRAL AVENUE
NEWARK,NJ07107 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

VANDERBILT UNIVERSITY

2301 VANDERBILT PLACE
NASHVILLE,TN37235 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

VISITING NURSE ASSOCIATION OF NORTHERN NJ

175 SOUTH STREET
MORRISTOWN,NJ07960 		N/A PC FOR GENERAL OPERATING SUPPORT 2,500

WAKE FOREST UNIVERSITY

1834 WAKE FOREST RD
WINSTONSALEM,NC27109 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

WEST SIDE HIGH SCHOOL ALUMNI ASSOCIATION

75 VASSAR AVENUE
NEWARK,NJ07112 		N/A PC FOR GENERAL OPERATING SUPPORT 126,431

WE ARE ALL HUMAN FOUNDATION

240 CENTRE STREET SUITE 5H
NEW YORK,NY10013 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

WINDWARD SCHOOL

11350 PALMS BVD
LOS ANGELES,CA90066 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

YAMPA VALLEY COMMUNITY FOUNDATION

348 OAK STREET
STEAMBOAT SPRINGS,CO80487 		N/A PC FOR GENERAL OPERATING SUPPORT 20,000

YOUTHBUILD NEWARK

571 CENTRAL AVENUE
NEWARK,NJ07107 		N/A PC FOR GENERAL OPERATING SUPPORT 100,000

YMCA & YWCA OF NEWARK & VICINITY

600 BROAD STREET
NEWARK,NJ07102 		N/A PC FOR GENERAL OPERATING SUPPORT 2,500

YOUTH IMPROVING NON-PROFITS FOR CHILDREN

240 W 40TH STREET 2ND FLOOR
NEW YORK,NY10018 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000
Total .................................right arrow 3a 5,782,871
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 ........... 		    14 6,859  
4 Dividends and interest from securities .... 525990 222 14 2,446,018  
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 ..... 525990 150,319 18 966,107  
8 Gain or (loss) from sales of assets other than
inventory ............ 		525990 15,870 18 8,276,694  
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) .. 166,411 11,695,678 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
11,862,089
(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

TY 2024 AccountingFeesSchedule
Name:
THE MCJ AMELIOR FOUNDATION
EIN:
22-2497895
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PKF O'CONNOR DAVIES, LLP 13,022 6,511   6,511
CONDON O'MEARA MCGINTY & DONNELLY LLP 28,500 0   28,500
ANDERSEN TAX LLC 130,750 61,016   65,375

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

TY 2024 DepreciationSchedule
Name:
THE MCJ AMELIOR FOUNDATION
EIN:
22-2497895
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
INTEL NUC COMPUTER 2022-03-19 4,056 1,419 SL 5.000000000000 811 0    
LG MONITOR 2022-03-19 3,425 1,199 SL 5.000000000000 685 0    
LOGITECH WEBCAM 2022-03-19 549 192 SL 5.000000000000 110 0    

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE MCJ AMELIOR FOUNDATION
EIN:
22-2497895
Name of Bond End of Year Book Value End of Year Fair Market Value
FIDELITY #0370 19,582,629 19,629,665
FIDELITY #5095 7,503,661 7,540,002

TY 2024 InvestmentsCorpStockSchedule
Name:
THE MCJ AMELIOR FOUNDATION
EIN:
22-2497895
Name of Stock End of Year Book Value End of Year Fair Market Value
FIDELITY #0156 20,776,814 22,089,722

TY 2024 InvestmentsOtherSchedule2
Name:
THE MCJ AMELIOR FOUNDATION
EIN:
22-2497895
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
(LCLP) LONE CASCADE LP AT COST 1 0
(VPLLP) VITRUVIAN PARTNERS LLP AT COST 157,068 1,243,686
(RIPOL) RIVERNORTH INSTITUTIONAL PARTNERS OFFSHORE, LTD. AT COST 2,000,000 2,448,491
(AMIOFQPL) ARROWMARK INCOME OPPORTUNITY FUND QP, LTD. AT COST 2,897,299 3,849,649
(EPOF) ETON PARK OVERSEAS FUND AT COST 2 2,372
(GCPI12LP) GOLUB CAPITAL PARTNERS INTERNATIONAL 12, L.P. AT COST 3,040,460 4,629,161
(ACLP-II) AISLING CAPITAL II LP AT COST 153,581 125,196
(ACLP-III) AISLING CAPITAL III LP AT COST 1 5,747
(AACPTEIVLP) AACP TAX EXEMPT INVESTORS V, L.P. AT COST 400,650 490,671
(TCHSRILP) TRIPOST CAPITAL HSR INVESTMENTS, LP AT COST 1 396,346
(MVFVII) MADRONA VENTURE FUND VII, L.P. AT COST 352,512 680,075
(OVIILP) OBVIOUS VENTURES II, LP AT COST 141,349 967,533
(CVLP) CASTLELAKE V, L.P. AT COST 211,851 664,943
(PGEFIILP) PWP GROWTH EQUITY FUND II B LP AT COST 648,105 800,686
(AACVLP) ASIA ALTERNATIVES DELAWARE V, LP AT COST 22,946 34,697
(OCMOF-VIIB) OCM OPPORTUNITIES FUND VIIB LP AT COST 1 0
(OOFLP-VIII) OAKTREE OPP FUND VIII LP AT COST 1 1,216
(OCMOF-VIIIB) OCM OPPORTUNITIES FUND VIIIB AT COST 1 177,930
(OOFLP-IX) OAKTREE OPP FUND IX LP AT COST 1 3,023,763
(LVLLC-IV) LEGACY VENTURE IV LLC AT COST 1 1,142,066
(LVLLC-V) LEGACY VENTURE V (QP), LLC AT COST 1 1,069,327
(LVLLC-VIII) LEGACY VENTURE VIII LLC AT COST 681,011 1,855,509
(NVPFII) NEWARK VENTURE PARTNERS FUND II, LP AT COST 579,676 751,876
(CCNR-VI) COMMONFUND CAP NATURAL RSRCS VI AT COST 87,894 0
(CC) COMMONFUND CAPITAL VII AT COST 305,147 88,596
(CCNR-VIII) COMMONFUND CAP NTRL RSRCS VIII AT COST 439,732 232,914
(CCNR-IX) COMMONFUND CAP NTRL RSRCS IX AT COST 427,222 1,227,804
(ACAL) AETOS CAPITAL ASIA II LTD AT COST 1,148,399 57,261
(APC 2015) ACACIA PROPERTY CORPORATION 2015 AT COST 137,081 434,197
(APC 2017) ACACIA PROPERTY CORPORATION 2017 AT COST 247,362 329,116
(MRCDFIVLP) MADISON REALTY CAPITAL DEBT FUND IV LP AT COST 194,421 341,035
(SFFRFLP-III) SFF REALTY FUND III, LP AT COST 9,635 28,769
(IGCFFIII) INSOLVE GLOBAL CREDIT FEEDER FUND III, LP AT COST 1 464,365
(RCPLP) RESERVOIR CAPITAL PTRS LP AT COST 1 3,360,078
(GGIVLP) GREYCROFT GROWTH IV LP AT COST 371,077 583,638
(GGVIILP) GREYCROFT GROWTH VII LP AT COST 529,916 502,146
(CMMT) CMMTP-2, L.P. AT COST 863,864 976,588
(HBIFL) HUDSON BAY INTERNATIONAL FUND LTD. AT COST 4,007,213 4,577,268
(DKIF) DAVIDSON KEMPNER INST FUND AT COST 1 5,762,816
(BSCI) BRAINSCOPE PREFERRED AT COST 1 1
(RIDE) TRUVVO INTERNATIONAL DEVELOPED EQUITY LP AT COST 0 7,120,630
(JAAA) JANUS DETROIT STR TR HENDRSON AAA CL AT COST 1,999,850 1,999,850
FIDELITY #0156 AT COST 392,029 359,321

TY 2024 LandEtcSchedule2
Name:
THE MCJ AMELIOR FOUNDATION
EIN:
22-2497895
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
INTEL NUC COMPUTER 4,056 2,230 1,826  
LG MONITOR 3,425 1,884 1,541  
LOGITECH WEBCAM 549 302 247  


TY 2024 LegalFeesSchedule
Name:
THE MCJ AMELIOR FOUNDATION
EIN:
22-2497895
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CHIESA/HJA (AMOROSO) 630 0   630
NUKK-FREEMAN & CERRA, PC 1,001 0   1,001


TY 2024 OtherExpensesSchedule
Name:
THE MCJ AMELIOR FOUNDATION
EIN:
22-2497895
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 8,803 0   8,803
DUES AND SUBSCRIPTIONS 9,184 0   9,184
POSTAGE 115 0   115
TELEPHONE 6,700 0   6,700
PAYROLL PROCESSING FEES 18,074 0   18,074
STATUTORY AGENT/FRANCHISE FEES 706 0   706
OFFICE EXPENSES 425 0   425
AISLING CAPITAL II 690 690   0
AISLING CAPITAL III 376 376   0
ASIA ALTERNATIVES DELAWARE V 584 584   0
CASTLELAKE V 199 199   0
CL V FUNDING 3,863 3,863   0
CMMTP-2 11,295 11,295   0
COMMONFUND CAPITAL IX 39,870 39,794   24
COMMONFUND CAPITAL VI 347 346   0
COMMONFUND CAPITAL VII 4,261 4,177   0
COMMONFUND CAPITAL VIII 8,537 8,528   4
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS 46,915 46,904   0
GREYCROFT GROWTH IV 22,731 22,731   0
GREYCROFT GROWTH VII 22,925 22,925   0
LAZARD INTERNATIONAL EQUITY 88,557 85,037   0
LEGACY VENTURE IV 8,186 8,161   0
LEGACY VENTURE V (QP) 7,946 7,905   0
LONE CASCADE 39,564 39,564   0
MADISON REALTY CAPITAL DEBT FUND IV 1,445 1,445   0
MADRONA VENTURE FUND VII 8,766 8,753   0
NEWARK VENTURE PARTNERS FUND II 26,886 26,886   0
OAKTREE OPPORTUNITIES FUND IX AIF (CAYMAN) 4,184 4,184   0
OAKTREE OPPORTUNITIES FUND IX AIF (DELAWARE) 36 36   0
OAKTREE OPPORTUNITIES FUND IX 32,804 32,804   0
OAKTREE OPPORTUNITIES FUND VIII AIF (CAYMAN) 18 18   0
OAKTREE OPPORTUNITIES FUND VIII AIF (DELAWARE) 58 58   0
OAKTREE OPPORTUNITIES FUND VIII 386 386   0
OAKTREE OPPORTUNITIES FUND VIIIB 2,549 2,549   0
OAKTREE OPPORTUNITIES FUND VIIIB AIF (DELAWARE) 96 96   0
OBVIOUS VENTURES II 6,363 6,363   0
OCM OPPORTUNITIES FUND VIIB 201 201   0
PWP GROWTH EQUITY FUND II B 9,222 9,222   0
RENAISSANCE INSTITUTIONAL EQUITIES FUND 51,955 51,883   0
RESERVOIR CAPITAL INVESTMENT PARTNERS (CAYMAN) 5,020 5,014   0
RESERVOIR CAPITAL PARTNERS (CAYMAN) 12,460 12,459   1
SFF REALTY FUND II 769 769   0
TRIPOST CAPITAL HSR INVESTMENTS 701 282   29
VESTAR ASSOCIATES VI 356 298   4
VIP III 6,894 6,894   0
AETOS CAPITAL ASIA T.E. II 1,081 1,081   0
LEGACY VENTURE VIII 29,191 29,188   0
MISCELLANEOUS 4,989 0   4,989
BANK CHARGES & MERCHANT FEES 605 0   605


TY 2024 OtherIncomeSchedule2
Name:
THE MCJ AMELIOR FOUNDATION
EIN:
22-2497895
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ACACIA PROPERTY CORPORATION 2015 12,609 0 12,609
ACACIA PROPERTY CORPORATION 2017 14,647 0 14,647
FIDELITY #3702 279 0 279
FIDELITY #9459 1,209 0 1,209
ASIA ALTERNATIVES DELAWARE V -2 10 -2
CASTLELAKE V 1,121 1,121 1,121
COMMONFUND CAPITAL IX 10,730 -8,526 10,730
COMMONFUND CAPITAL IX 33,272 33,272 33,272
COMMONFUND CAPITAL VI 42 0 42
COMMONFUND CAPITAL VII 10,463 -870 10,463
COMMONFUND CAPITAL VII 27 27 27
COMMONFUND CAPITAL VIII 21,148 5,715 21,148
COMMONFUND CAPITAL VIII 10,271 10,271 10,271
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS 469,323 469,323 469,323
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS 1,516 1,516 1,516
LAZARD INTERNATIONAL EQUITY 282,074 282,074 282,074
LEGACY VENTURE IV 6,880 6,102 6,880
LEGACY VENTURE V (QP) 120 120 120
LONE CASCADE 37 37 37
OAKTREE OPPORTUNITIES FUND IX 529 529 529
OAKTREE OPPORTUNITIES FUND VIII AIF (DELAWARE) 188 188 188
OAKTREE OPPORTUNITIES FUND VIII -1 -1 -1
OAKTREE OPPORTUNITIES FUND VIIIB -1,410 -1,410 -1,410
OCM OPPORTUNITIES FUND VIIIB AIF (DELAWARE) 173 173 173
RENAISSANCE INSTITUTIONAL EQUITIES FUND 3,267 3,267 3,267
RESERVOIR CAPITAL INVESTMENT PARTNERS (CAYMAN) 100,594 -44 100,594
RESERVOIR CAPITAL PARTNERS (CAYMAN) 194,742 195,162 194,742
TRIPOST CAPITAL HSR INVESTMENTS 2,557 -1,929 2,557
VESTAR ASSOCIATES VI -1,439 1 -1,439
VIP III -4 -4 -4
FIDELITY #4741 679 0 679
LEGACY VENTURE VIII 233 65 233
MADRONA VENTURE FUND VII 34 34 34
FIDELITY #0156 829 0 829
VESTAR ASSOCIATES VI 4 4 4


TY 2024 OtherIncreasesSchedule
Name:
THE MCJ AMELIOR FOUNDATION
EIN:
22-2497895
Description Amount
PARTNERSHIP BASIS ADJUSTMENT 16,400,390


TY 2024 OtherProfessionalFeesSchedule
Name:
THE MCJ AMELIOR FOUNDATION
EIN:
22-2497895
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SIMON QUICK ADVISORS LLC 202,480 184,564   0
NATIONAL FINANCIAL SERVICES LLC (FIDELITY) 93,006 93,006   0
PROGRAM AND OTHER CONSULTANTS 139,177 0   139,177
COMPUTER CONSULTANTS 24,965 0   24,965


TY 2024 TaxesSchedule
Name:
THE MCJ AMELIOR FOUNDATION
EIN:
22-2497895
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 155,000 0   0
FOREIGN TAXES PAID 40,670 40,670   0