Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
EJ GRASSMANN TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 4470
  Room/suite
City or town
WARREN
State or province
NJ
Country  
ZIP or foreign postal code
070590470
A Employer identification number

22-6326539
B Telephone number (see instructions)

9087532440
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$34,935,659J 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 .................
3 Interest on savings and temporary cash investments 47,068 47,068  
4 Dividends and interest from securities... 799,050 803,371  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,168,959
b Gross sales price for all assets on line 6a 29,435,871
7 Capital gain net income (from Part IV, line 2)... 12,250,599
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
23 24  
12 Total. Add lines 1 through 11........ 13,015,100 13,101,062  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 425,500 255,300   170,200
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
31,592 0   31,592
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
67,407 67,407   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
230,620 60   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,752 19,063   7,552
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 762,871 341,830   209,344
25 Contributions, gifts, grants paid....... 1,717,305 1,717,305
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,480,176 341,830   1,926,649
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,534,924
b Net investment income (if negative, enter -0-) 12,759,232
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 75,240 52,694 52,694
2 Savings and temporary cash investments......... 576,772 1,970,694 1,970,694
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 6,702,103 Click to see attachment
List of Attached Documents:
// Content
7,328,852 		7,390,447
b Investments—corporate stock (attach schedule)....... 2,249,356 Click to see attachment
List of Attached Documents:
// Content
1,284,384 		1,279,895
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,613,274 Click to see attachment
List of Attached Documents:
// Content
22,115,045 		24,241,929
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,216,745 32,751,669 34,935,659
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 22,216,745 32,751,669
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 22,216,745 32,751,669
30 Total liabilities and net assets/fund balances (see instructions). 22,216,745 32,751,669
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
22,216,745
2
Enter amount from Part I, line 27a .....................
2
10,534,924
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
32,751,669
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
32,751,669
Form 990-PF (2025)
Form 990-PF (2025)
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 THRU SCHEDULE K-1 - ASHFORD CAPITAL PARTNERS, L.P. P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 28,941,682   17,266,912 11,674,770
b       81,640
c 494,189     494,189
d
e
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       11,674,770
b       81,640
c       494,189
d
e
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 12,250,599
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 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) 1 177,353
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........................... 3 177,353
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- ..... 5 177,353
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 228,000
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.............. 7 228,000
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 4
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 50,643
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax50,643 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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)
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 2025 or the taxable year beginning in 2025? 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 instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofPKF O'CONNOR DAVIES ADVISORY LLC Telephone no. (908) 272-6200

Located at20 COMMERCE DRIVE SUITE 301CRANFORDNJ ZIP+4070163618
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
WILLIAM V ENGEL ESQ TRUSTEE, CO-EXECUTIVE DIRECTOR
10.00 		141,350 0 0
PO BOX 4470
WARREN,NJ070590470
ROBERT S DEVLIN ESQ TRUSTEE, CO-EXECUTIVE DIRECTOR
7.00 		141,350 0 0
PO BOX 4470
WARREN,NJ070590470
SUZANNE B ENGEL TRUSTEE
3.00 		47,600 0 0
PO BOX 4470
WARREN,NJ070590470
MICHAEL F O'NEILL TRUSTEE
3.00 		47,600 0 0
PO BOX 4470
WARREN,NJ070590470
AMY M ZIEBARTH TRUSTEE
3.00 		47,600 0 0
PO BOX 4470
WARREN,NJ070590470
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
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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
GLENMEDE INVESTMENT MANAGEMENT AND ADVISORY 67,407
1650 MARKET STREET SUITE 4000
PHILADELPHIA,PA191037391
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
32,848,626
b
Average of monthly cash balances.......................
1b
1,382,806
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
34,231,432
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
34,231,432
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
513,471
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
33,717,961
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,685,898
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,685,898
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
177,353
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
177,353
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,508,545
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,508,545
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
1,508,545
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, line 26, column (d) ..........
1a
1,926,649
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
1,926,649
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,508,545
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 204,718
b From 2021...... 91,578
c From 2022...... 333,504
d From 2023...... 202,503
e From 2024...... 383,083
f Total of lines 3a through e ........ 1,215,386
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,926,649
a Applied to 2024, 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 2025 distributable amount..... 1,508,545
e Remaining amount distributed out of corpus 418,104
5 Excess distributions carryover applied to 2025. 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 1,633,490
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		204,718
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		1,428,772
10 Analysis of line 9:
a Excess from 2021 .... 91,578
b Excess from 2022 .... 333,504
c Excess from 2023 .... 202,503
d Excess from 2024 .... 383,083
e Excess from 2025 .... 418,104
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
WILLIAM ENGEL
PO BOX 4470
WARREN,NJ070590470
(908) 753-2440
bThe form in which applications should be submitted and information and materials they should include:
ALL PROPOSALS MUST BE SUBMITTED THROUGH THE TRUST'S ONLINE APPLICATION PORTAL. PLEASE VISIT HTTPS://WWW.EDSELAW.COM/EJ-GRASSMANN-TRUST TO ACCESS THE APPLICATION AND REVIEW ADDITIONAL DETAILS.
cAny submission deadlines:
JUNE APPLICATION PORTAL: APRIL 1 - MAY 15 DECEMBER APPLICATION PORTAL: SEPTEMBER 1 - OCTOBER 15
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS WILL BE FOCUSED ON CAPITAL ITEMS, RANGING FROM ITEMS OF EQUIPMENT TO BUILDING FUNDS, AND FOR ENDOWMENT. GRANTS WILL NOT BE GIVEN FOR OPERATING EXPENSES, PROGRAMS, CURRENT SCHOLARSHIPS, CONFERENCES, MEETINGS OR DINNERS, ADVERTISEMENTS IN JOURNALS OR ANNUAL FUNDS. NO GRANTS WILL BE MADE OUTSIDE THE UNITED STATES. NO GRANTS WILL BE MADE TO INDIVIDUALS; ALL GRANTEES MUST BE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND QUALIFIED UNDER SECTIONS 509(A)(1) OR 509(A)(2) OF THE CODE. WITH EVERY APPLICATION, PLEASE VISIT HTTPS://WWW.EDSELAW.COM/EJ-GRASSMANN-TRUST FOR ADDITIONAL INFORMATION.
Form 990-PF (2025)
Form 990-PF (2025)
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

180 TURNING LIVES AROUND INC

ONE BETHANY ROAD BUILDING 3 SUITE
42
HAZLET,NJ077301681 		N/A   THIS GRANT IS TO BE USED IN SUPPORT OF REPLACING COMPUTERS FOR THE 2NDFLOOR YOUTH SERVICES STAFF. 7,500

ACOMA CATHOLIC INDIAN MISSIONS

PO BOX 448
PUEBLO OF ACOMA,NM870340448 		N/A   GENERAL OPERATING SUPPORT 3,000

AMERICAN RED CROSS NEW JERSEY REGION

707 ALEXANDER ROAD SUITE 101
PRINCETON,NJ085406331 		N/A   THIS GRANT IS TO BE USED TO OFFSET THE REFINISHED HARDWOOD FLOORS IN THE FAIRFIELD, NJ BUILDING. 7,000

AMERICAN REPERTORY BALLET

301 N HARRISON STREET
PRINCETON,NJ085403527 		N/A   THIS GRANT IS USED TO SUPPORT THE REDESIGN AND CONSTRUCTION OF THE CHRISTMAS TREE IN ARBS THE NUTCRACKER, WHICH IS A CENTRAL SCENIC COMPONENT TO BOTH THE FESTIVE ATMOSPHERE AND PLOT OF THE CLASSIC PRODUCTION. 7,500

AMERICA'S GROW-A-ROW INC

150 PITTSTOWN ROAD
PITTSTOWN,NJ088674224 		N/A   THIS GRANT IS TO BE USED TOWARDS THE RETIREMENT OF A FIXED RATE MORTGAGE ON THE WOOLF ROAD FARM. 35,000

ASSOCIATED HUMANE SOCIETIES INC

124 EVERGREEN AVENUE
NEWARK,NJ071142175 		N/A   THIS GRANT IS TO BE USED TOWARD THE PURCHASE OF A NEW TRANSIT VAN TO STRENGTHEN NEWARK SHELTER OPERATIONS, ANIMAL TRANSPORT, AND COMMUNITY SERVICE CAPACITY BENEFITING NEWARK AND UNION COUNTY RESIDENTS. 10,000

ASSOCIATION OF NEW JERSEY ENVIRONMENTAL COMMISSIONS

PO BOX 157
MENDHAM,NJ079450157 		N/A   THIS GRANT IS TO BE USED TOWARDS CAPITAL EQUIPMENT PURCHASES. 5,000

AUDITORY VERBAL CENTER INC

1901 CENTURY BOULEVARD SUITE 20
ATLANTA,GA303453300 		N/A   THIS GRANT IS TO BE USED TO PURCHASE NEW DIAGNOSTIC EQUIPMENT FOR HEARING IMPAIRED INFANTS AND CHILDREN. SPECIFICALLY, $14,986 FOR AN AUDIOMETER AND $14,328 FOR A TYMPANOMETER. 15,000

BIRDS GEORGIA CORPORATION

825 WARNER STREET SW SUITE B
ATLANTA,GA303103426 		N/A   THIS GRANT IS TO BE USED TO SUPPORT DEVELOPMENT AND INSTALLATION OF INTERPRETIVE SIGNAGE, MAPPING AND OUTREACH FOR THREE BIRDING TRAIL SITES. 7,000

BOYS & GIRLS CLUB OF UNION COUNTY

1050 JEANETTE AVENUE
UNION,NJ070835909 		N/A   THIS GRANT IS TO BE USED TOWARDS THE IMPLEMENTATION OF TOP-OF-THE-LINE TECHNOLOGY TO SUPPORT PROGRAMS AND SECURE SYSTEMS. 8,300

CENTER FOR CREATIVITY AT THE RIALTO

250 E BROAD STREET
WESTFIELD,NJ070902106 		N/A   THIS GRANT IS TO BE USED TO SUPPORT THE INITIAL CONSTRUCTION PHASE OF THE RIALTO THEATER BUILDING IN DOWNTOWN WESTFIELD, NJ AS A NEW CREATIVE ARTS SPACE, THE RIALTO CENTER FOR CREATIVITY. 10,000

CENTER FOR GREAT EXPECTATIONS

19 DELLWOOD LANE
SOMERSET,NJ088731551 		N/A   THIS GRANT IS TO BE USED TO REPLACE FLOORING IN SELECTED AREAS OF OUR TWO RESIDENTIAL HOMES FOR PREGNANT AND PARENTING MOMS AND THEIR CHILDREN. 9,200

CENTER FOR HOPE HOSPICE INC

1900 RARITAN ROAD
SCOTCH PLAINS,NJ070762963 		N/A   THIS GRANT IS TO BE USED TO PURCHASE VEHICLES FOR OUR HEALTHCARE STAFF TO BETTER MEET THE INCREASING DEMANDS OF OUR GROWING NUMBER OF COMMUNITY PATIENTS AND AN EQUIPMENT VAN TO HELP BRING MUCH-NEEDED MEDICAL EQUIPMENT TO PATIENTS RESIDENCES. 15,000

CHESHIRE HOME INC

9 RIDGEDALE AVENUE
FLORHAM PARK,NJ079322329 		N/A   THIS GRANT IS TO BE USED TO SUPPORT AN UPGRADE TO THE FACILITYS SECURITY SYSTEM. 15,000

CHILDREN'S SPECIALIZED HOSPITAL FOUNDATION INC

150 NEW PROVIDENCE ROAD
MOUNTAINSIDE,NJ070922590 		N/A   THIS GRANT IS TO BE USED TO PURCHASE ESSENTIAL EQUIPMENT FOR THE CHILDREN AND ADOLESCENTS IN THE LONG TERM CARE UNIT IN MOUNTAINSIDE. 14,300

COLLIER YOUTH SERVICES

PO BOX 300
WICKATUNK,NJ077650300 		N/A   THIS GRANT IS TO BE USED TOWARDS REPAIRING THE CURRENT WALK-IN REFRIGERATOR AND REPLACING THE FLOOR MIXER IN SMITH HALL. 9,000

COMMUNITY ACCESS UNLIMITED

80 WEST GRAND STREET SUITE 1
ELIZABETH,NJ072021471 		N/A   THIS GRANT IS TO BE USED TO FUND THE PURCHASE AND INSTALLATION OF SMART MOTORIZED WINDOW SHADES IN ONE OF OUR NEW MEDICAL HOMES ON EARLE STREET. 12,000

COMMUNITY FOOD BANK OF NEW JERSEY

31 EVANS TERMINAL
HILLSIDE,NJ072052400 		N/A   THIS GRANT IS TO BE USED TOWARDS THE PURCHASE OF A SIT-DOWN COUNTERBALANCED FORKLIFT FOR USE IN OUR HILLSIDE WAREHOUSE TO IMPROVE EFFICIENCY OF OPERATIONS. 20,000

COMMUNITY HOPE INC

959 ROUTE 46 EAST SUITE 402
PARSIPPANY,NJ070543409 		N/A   THIS GRANT IS TO BE USED TO PURCHASE 8 LAPTOPS FOR VETERANS IN THE HOPE FOR VETERANS PROGRAM. 10,000

COUNCIL OF NEW JERSEY GRANTMAKERS

1977 NORTH OLDEN AVENUE PMB 238
EWING,NJ086182113 		N/A   GENERAL OPERATING SUPPORT 2,905

COVENANT HOUSE OF NEW JERSEY

330 WASHINGTON STREET
NEWARK,NJ071022630 		N/A   THIS GRANT IS TO BE USED TOWARDS THE COST OF UPGRADING LIVING ROOM FURNITURE IN SIX APARTMENTS AT THE RIGHTS OF PASSAGE TRANSITIONAL LIVING PROGRAM IN NEWARK. 20,000

CROSSROADS CHRISTIAN COUNSELING CENTER INC

144 PIERCE AVENUE
MACON,GA312042860 		N/A   THIS GRANT IS TO BE USED TOWARDS THE COST OF RENOVATING THE NEW BUILDING. 15,000

ELIZABETH COALITION TO HOUSE THE HOMELESS

118 DIVISION STREET
ELIZABETH,NJ072010001 		N/A   THIS GRANT IS TO BE USED TO SUPPORT CAPITAL IMPROVEMENTS FOR ONE PROPERTY THAT IS PART OF THE HOSPITALITY HOUSE PROGRAM, 167 JAQUES STREET. 14,000

ELIZABETH CONSERVENCY

18 SOUTH 7TH STREET
ELIZABETH,NJ072023843 		N/A   THIS GRANT IS TO BE USED TO COVER THE COST OF A NEW STORAGE SHED AND THE INSTALLATION OF A GRAVEL BASE TO SUPPORT IT. 6,500

FIRST PRESBYTERIAN DAY SCHOOL

5671 CALVIN DRIVE
MACON,GA312108099 		N/A   THIS GRANT IS TO BE USED TO FURTHER STRENGTHEN OPPORTUNITIES FOR OUR STUDENTS ACROSS ALL GRADE LEVELS. 5,000

FROST VALLEY YMCA

2000 FROST VALLEY ROAD
CLARYVILLE,NY127255221 		N/A   THIS GRANT IS TO BE USED TOWARDS THE FINAL PHASE OF A MULTI-YEAR PROJECT TO BUILD AN ACCESSIBLE VILLAGE OF SIX NEW CABINS. 15,000

FUTURE CITY INC

1045 E JERSEY STREET SUITE 204
ELIZABETH,NJ072012503 		N/A   THIS GRANT IS TO BE USED FOR LABOR AND SUPPLIES NEEDED TO FINALIZE THE RESTORATION AND REVITALIZATION OF TEN WOODEN WINDOWS. 13,500

GEORGE STREET PLAYHOUSE

9 LIVINGSTON AVENUE SUITE 410
NEW BRUNSWICK,NJ089011903 		N/A   THIS GRANT IS TO BE USED TOWARDS EQUIPMENT NEEDED FOR THE COSTUME SHOP, INCLUDING 4 NEW SEWING MACHINES, 3 NEW SEWING TABLES AND MEN'S AND WOMEN'S DRESS FORMS. 16,000

GEORGIA HI-LO TRAIL INC

459 SUNHILL GRANGE ROAD
SANDERSVILLE,GA310827974 		N/A   THIS GRANT IS TO BE USED TO CONSTRUCT A .5 MILE FENCE BETWEEN THE TRAIL AND THE NORFOLK SOUTHERN RAILROAD IN SANDERSVILLE TO ENSURE SAFETY AND ACCESSIBILITY TO THIS CRUCIAL SECTION OF THE TRAIL. 6,500

GEORGIA TRUST FOR HISTORIC PRESERVATION

1516 PEACHTREE STREET NW
ATLANTA,GA303092908 		N/A   THIS GRANT IS TO BE USED TOWARDS REDESIGNING AND UPDATING THE WEBSITE FOR HAY HOUSE AND TO PRODUCE AN ORIENTATION VIDEO FOR DAILY TOURS AND OUTREACH OPPORTUNITIES. 10,500

GILL ST BERNARDS SCHOOL

25 ST BERNARDS ROAD
GLADSTONE,NJ079340604 		N/A   THIS GRANT IS TO BE USED TO SUPPORT THE SID ROWELL ENDOWED SCHOLARSHIP FUND. THE FUND WILL BE USED TO SUPPORT A SENIOR SEEDS STUDENT. 25,000

GIRL SCOUTS HEART OF NEW JERSEY INC

1171 ROUTE 28
NORTH BRANCH,NJ088763382 		N/A   THIS GRANT IS TO BE USED TO REPLACE TENTS AND POLES OF TWO CRITICAL SLEEPING UNITS AT CAMP LOU HENRY HOOVER, WHICH WILL ENHANCE THE SAFETY AND COMFORT FOR UP TO 80 CAMPERS AT A TIME. 15,300

GOODWILL INDUSTRIES OF MIDDLE GEORGIA INC

5171 EISENHOWER PARKWAY
MACON,GA312065309 		N/A   THIS GRANT IS TO BE USED TOWARDS REPLACING OUTDATED CCTV EQUIPMENT AT THE ZEBULON ROAD RETAIL TRAINING STORE IN MACON. 10,000

GREATER NEWARK CONSERVANCY

32 PRINCE STREET
NEWARK,NJ071033005 		N/A   THIS GRANT IS TO BE USED TOWARDS THE PURCHASE AND INSTALLATION OF A NEW SECURITY, CARD ACCESS, VIDEO INTERCOM SYSTEM FOR THE CONSERVANCY ADMIN OFFICE BUILDING AND ADJACENT CENTER PERIMETER ACCESS GATE CONTROL AT JUDITH SHIPLEY URBAN ENVIRONMENTAL CENTER. 9,200

GREENWOOD GARDENS & NATURE

274 OLD SHORT HILLS ROAD
SHORT HILLS,NJ070782100 		N/A   THIS GRANT IS TO BE USED TOWARDS REVITALIZING THE CASCADE FOUNTAIN. 2024 DATA SHOWS THAT 15% OF THEIR VISITORS LIVE IN UNION COUNTY. 7,500

HABITAT FOR HUMANITY OF GREATER NEWARK

PO BOX 32189
NEWARK,NJ071020589 		N/A   THIS GRANT IS TO BE USED TOWARDS CRITICAL REPAIRS NEEDED FOR A LIST OF FAMILIES IN ELIZABETH, NJ. 10,000

HISTORICAL SOCIETY ELIZABETH NEW JERSEY INC

1045 EAST JERSEY STREET SUITE 101
ELIZABETH,NJ072012503 		N/A   THIS GRANT IS TO BE USED TOWARDS WOODEN WINDOW REPLACEMENT ON THE BRICK SIDE OF BELCHER-OGDEN MANSION. 8,350

HISTORICAL SOCIETY OF PLAINFIELD

602 WEST FRONT STREET
PLAINFIELD,NJ070601004 		N/A   THIS GRANT IS TO BE USED TO SUPPORT THE ONGOING RESTORATION AND PRESERVATION EFFORTS FOR THE DRAKE HOUSE MUSEUM. 10,000

HOLY TRINITY INTERPAROCHIAL SCHOOL

336 FIRST STREET
WESTFIELD,NJ070903318 		N/A   THIS GRANT IS TO BE USED TO PURCHASE NEW NOTEBOOK LAPTOPS ALONG WITH CHARGING CARTS FOR STUDENT USE. AS WE ATTEMPT DAILY TO MAINTAIN HIGH LEVELS OF LEARNING THE SUPPORT OF THIS GRANT WOULD BE GREAT. 12,600

HUNTERDON ART MUSEUM

7 LOWER CENTER STREET
CLINTON,NJ088091303 		N/A   THIS GRANT IS TO BE USED TO SUPPORT THE RE-PLASTERING OF KEY AREAS OF THE MUSEUM. 8,500

IMAGINE A CENTER FOR COPING WITH LOSS

244 SHEFFIELD STREET
MOUNTAINSIDE,NJ070922324 		N/A   THIS GRANT IS TO BE USED TO PURCHASE FURNITURE FOR OUR TEEN ROOM AT THE MOUNTAINSIDE CENTER. 5,000

INSTITUTE OF MUSIC FOR CHILDREN INC

780 SALEM AVENUE
ELIZABETH,NJ072082343 		N/A   THIS GRANT IS TO BE USED TO SUPPORT THE PURCHASE AND INSTALLATION OF A THREE-STORY ELEVATOR, PROVIDING FULL ACCESSIBILITY ACROSS ALL 3 FLOORS OF BOTH BUILDINGS. 33,000

JAZZ HOUSE KIDS INC

347 BLOOMFIELD AVENUE LOWER LEVEL
MONTCLAIR,NJ070423601 		N/A   THIS GRANT IS TO BE USED TO SUPPORT THE PURCHASE OF A NEW INSTRUMENT TO SUPPORT CLASSES, WORKSTATIONS AND OTHER TECHNOLOGY RESOURCES FOR THE GROWING TEAM. 7,500

JCC OF CENTRAL NEW JERSEY

1391 MARTINE AVENUE
SCOTCH PLAINS,NJ070762516 		N/A   THIS GRANT IS TO BE USED TOWARDS CAPITAL IMPROVEMENTS. 12,500

JERSEYSTEM INC

186 COLUMBIA TURNPIKE 5-160
FLORHAM PARK,NJ079321389 		N/A   THIS GRANT IS TO BE USED FOR A RENOVATION OF INDOOR GYM SPACE TO MEET THE NEEDS OF AN EVOLVING AND GROWING STUDENT BODY. 8,350

JESPY HOUSE

102 PROSPECT STREET
SOUTH ORANGE,NJ070792112 		N/A   THIS GRANT IS TO BE USED TOWARDS REPLACING THE CENTRAL AIR CONDITIONING IN INDEPENDENCE HOUSE. 10,000

JEWISH EDUCATIONAL CENTER

330 ELMORA AVENUE
ELIZABETH,NJ072081385 		N/A   THIS GRANT IS TO BE USED FOR A RENOVATION OF INDOOR GYM SPACE TO MEET THE NEEDS OF AN EVOLVING AND GROWING STUDENT BODY. 10,000

JEWISH FAMILY SERVICE AGENCY OF CENTRAL NEW JERSEY

THE HALPERN BUILDING 655 WESTFIELD
AVENUE
ELIZABETH,NJ072081325 		N/A   THIS GRANT IS TO BE USED TOWARDS RENOVATIONS IN THE FOOD PANTRY, SPECIFICALLY CONNECTING THE 2 FOOD PANTRY BUILDINGS WITH A WEATHERPROOF CORRIDOR, CREATE WEATHERPROOF STORAGE AREA UNDER THE OUTDOOR AWNING AND CREATE A STAIRWAY ACCESS TO STORAGE UNIT. 15,800

JUNIOR ACHIEVEMENT OF NEW JERSEY

360 PEAR BLOSSOM DRIVE
EDISON,NJ088374601 		N/A   THIS GRANT IS TO BE USED TO PURCHASE CAPITAL EQUIPMENT AND ITEMS TO SUPPORT THE LAUNCH OF THE MOBILE JA DREAM ACCELERATOR PROGRAM, FOCUSING ON A PROGRAM PILOT SUPPORTING LMI YOUTH IN UNION COUNTY. 15,000

KEAN UNIVERSITY FOUNDATION INC

1000 MORRIS AVENUE
UNION,NJ070837133 		N/A   THIS GRANT IS TO BE USED TOWARDS CONVERTING TWO EXISTING RESTROOMS TO ADA COMPLIANT RESTROOMS. 5,000

LAND CONSERVANCY OF NEW JERSEY

19 BOONTON AVENUE
BOONTON,NJ070058902 		N/A   THIS GRANT IS TO BE USED TO PURCHASE A 105 ACRE PROPERTY IN HARDWICK TOWNSHIP. 15,000

LIBERTY HALL MUSEUM INC

1003 MORRIS AVENUE
UNION,NJ070837120 		N/A   THIS GRANT IS TO BE USED FOR ESSENTIAL CARPENTRY REPAIRS TO THE HISTORIC HOUSE MUSEUM. 5,000

LINK EDUCATION PARTNERS INC

23 PENNSYLVANIA AVENUE
NEWARK,NJ071142007 		N/A   THIS GRANT IS TO BE USED AS EMERGENCY FUNDS FOR THE URGENT REPLACEMENT OF THE BOILER AND BURNER AT ITS SCHOOL BUILDING LOCATED AT 23 PENNSYLVANIA AVENUE, IN NEWARK, DUE TO CRACKS IN MULTIPLE SECTIONS. 7,000

MACON GEORGIA CHERRY BLOSSOM FESTIVAL INC

794 CHERRY STREET
MACON,GA312012076 		N/A   THIS GRANT IS TO BE USED TO PURCHASE CRITICAL CAPITAL EQUIPMENT THAT WILL ENSURE SAFETY, EFFICIENCY AND OVERALL GUEST EXPERIENCE OF THE FESTIVAL. 7,500

MACON HOPE INC

C/O FIRST TEE MIDDLE GEORGIA PO BOX
26912
MACON,GA312216912 		N/A   THIS GRANT IS TO BE USED TOWARD THE PURCHASE OF A 6-SEATER GOLF CART TO ENHANCE ON-COURSE GOLF CAMPS FOR MIDDLE GEORGIA YOUTH. 5,000

MANE STREAM INC

PO BOX 305
OLDWICK,NJ088580305 		N/A   THIS GRANT IS TO BE USED TO HELP FIX EROSION IN THEIR FIELD. 4,000

MATHENY SCHOOL AND HOSPITAL INC

PO BOX 339
PEAPACK,NJ079770339 		N/A   THIS GRANT IS TO BE USED TO PURCHASE TWO CARDIAC MONITOR DEFIBRILLATORS. 10,000

MBCE - MID-HUDSON VALLEY CAMP INC

PO BOX 197
ESOPUS,NY124290197 		N/A   THIS GRANT IS TO BE USED TOWARDS COSTS FOR LABOR FOR RENOVATING AND UPDATING THE KITCHEN OF THE HOLY ROSARY COTTAGE BUILDING ON GROUNDS. 10,000

MERCER UNIVERSITY

194 MERCER STREET
NEW YORK,NY100121502 		N/A   THIS GRANT IS TO BE USED TOWARDS THE CONSTRUCTION AND EQUIPPING OF A NEW FACILITY FOR THE SCHOOL OF MEDICINE IN DOWNTOWN MACON. 200,000

MIDDLE GEORGIA STATE UNIVERSITY FOUNDATION INC

100 UNIVERSITY PARKWAY
MACON,GA312065100 		N/A   THIS GRANT IS TO BE USED TO PURCHASE TOP PRIORITY EQUIPMENT AND DEVICES NEEDED TO HELP EXPAND THE CAPABILITIES OF THE LAB AND PROVIDE OPPORTUNITIES TO MORE STUDENTS IN MACON-BIBB COUNTY. 15,000

MIDLAND FOUNDATION

PO BOX 5026
NORTH BRANCH,NJ088765026 		N/A   THIS GRANT IS TO BE USED TO PURCHASE TECHNOLOGY EQUIPMENT FOR A NEW MAKERSPACE PROGRAM AT THE MIDLAND SCHOOL. 10,000

MILLEDGEVILLE BALDWIN COUNTY ALLIED ARTS INC

201 NORTH WAYNE STREET
MILLEDGEVILLE,GA310613437 		N/A   THIS GRANT IS TO BE USED TO SUPPORT RESTORATION EFFORTS AT MARLOR COTTAGE, ONE OF MILLEDEGVILLE'S OLDEST SURVIVING BUILDINGS. 5,000

MOMS HELPING MOMS FOUNDATION INC

223 STIRLING ROAD SUITE E
WARREN,NJ070595238 		N/A   THIS GRANT IS TO BE USED TOWARDS EXPANDING INTO A LARGER WAREHOUSE SPACE. 5,000

MORRIS MUSEUM

6 NORMANDY HEIGHTS ROAD
MORRISTOWN,NJ079604612 		N/A   THIS GRANT IS TO BE USED TOWARDS EXTERIOR FACILITY IMPROVEMENTS ON THE NORTH SIDE OF THE BUILDING. 10,000

MOUNT DE SALES ACADEMY

851 ORANGE STREET
MACON,GA312012164 		N/A   THIS GRANT IS TO BE USED TOWARDS UPGRADING AND REPLACING THE SECURITY SYSTEM. 15,000

MOUNT SAINT MARYS ACADEMY INC

1645 US HIGHWAY 22
WATCHUNG,NJ070696587 		N/A   THIS GRANT IS TO BE USED TOWARDS REPLACEMENT OF THE ORIGINAL DOORS ON THE ST. JOSEPH BUILDING. 11,000

MT PLEASANT ANIMAL SHELTER INC

194 STATE ROUTE 10
EAST HANOVER,NJ079362107 		N/A   THIS GRANT IS TO BE USED TO SUPPORT CRITICAL CAPITAL IMPROVEMENTS TO THE FACILITY. 15,000

MUSIC WILL

PO BOX 43369
MONTCLAIR,NJ070430369 		N/A   THIS GRANT IS TO BE USED TO SUPPORT THE TECHNOLOGY PURCHASES TO SUPPORT THE TEAM AND PROGRAMS, (MUSIC WILL WAS FORMERLY KNOWN AS LITTLE KIDS ROCK). 7,000

NATURE CONSERVANCY

200 POTTERSVILLE ROAD
CHESTER,NJ079302469 		N/A   THIS GRANT IS TO BE USED TO SUPPORT LAND ACQUISITIONS OVER THE COMING YEAR. 25,000

NEW JERSEY BALLET COMPANY INC

7-9 VREELAND ROAD
FLORHAM PARK,NJ079321507 		N/A   THIS GRANT IS TO BE USED TO SUPPORT THE COSTS ASSOCIATED WITH RENOVATING A STORAGE AREA INTO A NEW DANCE STUDIO NEEDED TO SUPPORT THE GROWTH OF THE COMPANY AND NJB SCHOOL. 15,000

NEW JERSEY CONSERVATION FOUNDATION

170 LONGVIEW ROAD
FAR HILLS,NJ079312623 		N/A   THIS GRANT IS TO BE USED TOWARDS IT AND STEWARDSHIP EQUIPMENT PROGRAM. 8,000

NEW JERSEY HIGHLANDS COALITION

508 MAIN STREET
BOONTON,NJ070051785 		N/A   THIS GRANT IS TO BE USED TO PURCHASE ESSENTIAL EQUIPMENT FOR THREE STAFF MEMBERS. ITEMS SUCH AS LAPTOPS, MONITOR, STUDIO EQUIPMENT, AND PHOTOGRAPHY EQUIPMENT. 7,500

NEW JERSEY PERFORMING ARTS CENTER

ONE CENTER STREET
NEWARK,NJ071024501 		N/A   THIS GRANT IS TO BE USED TOWARDS THE PURCHASE, IMPLEMENTATION AND INTEGRATION OF A NEW EVENTS MANAGEMENT SYSTEM THAT WILL ADVANCE NJPAC'S EVOLUTION INTO A FULLY INTEGRATED, DATA-DRIVEN AND OPERATIONALLY EFFICIENT ORGANIZATION. 7,500

NEW JERSEY SYMPHONY ORCHESTRA

60 PARK PLACE 9TH FLOOR
NEWARK,NJ071025504 		N/A   THIS GRANT IS TO BE USED TO SUPPORT THE FY26 CAPITAL IMPROVEMENT INITIATIVE. 6,000

NEWTOWN MACON

555 POPLAR STREET
MACON,GA312012753 		N/A   THIS GRANT IS TO BE USED TOWARDS ADVANCING THE OCMULGEE HERITAGE TRAIL WITH TRAIL EXTENSIONS. 25,000

OAK KNOLL SCHOOL OF THE HOLY CHILD

44 BLACKBURN ROAD
SUMMIT,NJ079012408 		N/A   THIS GRANT IS TO BE USED TOWARDS A MULTI-PHASED UPGRADE TO THE LIGHTING SYSTEMS IN THE MOTHER MARY CAMPION CENTER. 20,000

OPPORTUNITY PROJECT INC

C/O CORP FINANCE 2 CRESCENT PLACE
OCEANPORT,NJ077571233 		N/A   THIS GRANT IS TO BE USED TO UPGRADE THE CLUBHOUSE FACILITY; INCLUDING A NEW ACCESS CONTROL SYSTEM, PARKING LOT AND SIDEWALK REPAIRS, NEW BOILER AND PAINTING. 5,000

ORATORY PREPARATORY SCHOOL

425 MORRIS AVENUE
SUMMIT,NJ079010001 		N/A   THIS GRANT IS TO BE USED TO DEFRAY THE COSTS ASSOCIATED WITH THE REPAVING OF THE BAIN PARKING LOT COUPLED WITH THE REPLACEMENT OF THE CLASSROOM DOOR LOCKS IN BOTH THE DEGAETA AND BAIN BUILDINGS. 17,500

OUR HOUSE FOUNDATION INC

76 FLORAL AVENUE
NEW PROVIDENCE,NJ079741511 		N/A   THIS GRANT IS TO BE USED TOWARDS RENOVATIONS AT THE NEWEST GROUP HOME IN PLAINFIELD, NJ. 10,000

OVERLOOK HOSPITAL FOUNDATION

46 BEAUVOIR AVENUE
SUMMIT,NJ079013568 		N/A   THIS GRANT IS TO BE USED TO PURCHASE NEW EQUIPMENT FOR THE EMERGENCY DEPARTMENT AT OVERLOOK MEDICAL CENTERS UNION CAMPUS; 2 STRYKER PRIME BIG WHEEL STRETCHER 26" WITH REQUIRED ACCESSORIES FOR FUNCTIONALITY. 19,000

PG CHAMBERS SCHOOL INC

15 HALKO DRIVE
CEDAR KNOLLS,NJ079271306 		N/A   THIS GRANT IS TO BE USED TOWARDS A CLASSROOM CABINETRY REPLACEMENT PROJECT. 10,000

PAPER MILL PLAYHOUSE

22 BROOKSIDE DRIVE
MILLBURN,NJ070411610 		N/A   THIS GRANT IS TO BE USED TOWARDS CAPITAL SUPPORT FOR IT AND SECURITY INFRASTRUCTURE NEEDS. 20,000

PINGRY SCHOOL

131 MARTINSVILLE ROAD
BASKING RIDGE,NJ079202709 		N/A   THIS GRANT IS TO BE USED TOWARDS EXPANSION OF AFFORDABLE ON-CAMPUS HOUSING FOR THE SCHOOL'S EMPLOYEES IN ORDER TO MEET THE SIGNIFICANT DEMAND FROM EMPLOYEES IN AN AREA THAT HAS A HIGH COST OF LIVING. 20,000

PLAINFIELD CITY UNION OF THE KING'S DAUGHTERS KING'S DAUGHTERS DAY SCHOOL

502 W FRONT STREET
PLAINFIELD,NJ070601142 		N/A   THIS GRANT IS TO BE USED TO IMPROVE VENTILATION SYSTEMS IN OUR TODDLER/PRESCHOOL PORCH PLAY AREA TO PROMOTE HEALTHIER, SAFER, AND MORE ENGAGING ENVIRONMENTS FOR YOUNG CHILDREN. 17,500

PLANNED LIFETIME ASSISTANCE NETWORK OF NEW JERSEY

PO BOX 547
SOMERVILLE,NJ088760547 		N/A   THIS GRANT IS TO BE USED FOR A COMPUTER HARDWARE UPGRADE WHICH WILL REPLACE AGING COMPUTER EQUIPMENT. 10,000

PRINCETON BLAIRSTOWN CENTER INC

13 ROSZEL ROAD SUITE B109
PRINCETON,NJ085406211 		N/A   THIS GRANT IS TO BE USED TO SUPPORT THE RENOVATION OF OUR EQUIPMENT BUILDING ON THE BLAIRSTOWN CAMPUS. 7,500

PUSHCART PLAYERS

261 BLOOMFIELD AVENUE SUITE A
VERONA,NJ070442458 		N/A   THIS GRANT IS TO BE USED TO REPLACE 18YR OLD SCENIC ELEMENTS TO ENHANCE PRODUCTIONS AND INCREASE THE OVERALL IMPACT OF THE WORK ON YOUNG AUDIENCES. 5,000

RAHWAY COMMUNITY ACTION ORGANIZATION

796 EAST HAZELWOOD AVENUE
RAHWAY,NJ070655604 		N/A   THIS GRANT IS TO BE USED TOWARDS EQUIPMENT AND SUPPLIES THAT ARE REQUIRED BY LICENSING AND ARE IN NEED OF BEING REPLACED OR ADDED TO THE CLASSROOMS. 6,500

RAPTOR TRUST

1390 WHITE BRIDGE ROAD
MILLINGTON,NJ079462044 		N/A   THIS GRANT IS TO BE USED TOWARDS 3 CRITICAL CAPITAL IMPROVEMENTS, INCLUDING THE REPLACEMENT OF DETERIORATING, LEAKING FUEL TANK, INSTALLATION OF A NEW WATER SOFTENER SYSTEM AND THE PURCHASE AND INSTALLATION OF A NEW AIR CONDITIONING SYSTEM. 13,650

RARITAN HEADWATERS ASSOCIATION

PO BOX 273
GLADSTONE,NJ079340273 		N/A   THIS GRANT IS TO BE USED TOWARDS FUNDING MATERIALS NEEDED FOR CONSTRUCTING AN ADA ACCESSIBLE, 366-LINEAR-FOOT BOARDWALK FROM THE PARKING LOT TO AN ACCESSIBLE FLOATING DOCK AS WELL AS A GANGPLANK LEADING UP TO THE DOCK. 10,500

REEVES-REED ARBORETUM

165 HOBART AVENUE
SUMMIT,NJ079012908 		N/A   THIS GRANT IS TO BE USED TOWARDS 4 NEW COMPUTERS FOR NEW PERSONNEL AND A NEW SIGN ENGRAVING MACHINES. 14,000

RESCUE MISSION OF MIDDLE GEORGIA INC

6601 ZEBULON ROAD
MACON,GA312207606 		N/A   THIS GRANT IS TO BE USED TO REPLACE THE ADMINISTRATION ROOF AT THE RESCUE MISSION. 15,000

RESOLVE COMMUNITY COUNSELING CENTER INC

1830 FRONT STREET
SCOTCH PLAINS,NJ070761103 		N/A   THIS GRANT IS TO BE USED FOR THE PURCHASE OF A COMPACT COMPUTER TO HELP OPERATE TELECONFERENCING SYSTEM, AN INKJET PRINTER, A SCANNER AND 3 CHROMEBOOKS. 2,800

ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RAHWAY FOUNDATION

865 STONE STREET
RAHWAY,NJ070652742 		N/A   THIS GRANT IS TO BE USED FOR A STATE-OF-THE-ART GE MAC VU360 ELECTROCARDIOGRAM (EKG). THIS INVESTMENT WILL STRENGTHEN OUR HOSPITALS ENVIRONMENT OF SAFETY, ACCURACY AND CLINICAL EXCELLENCE. 22,000

ROOTS AND WINGS FOUNDATION

75 BLOOMFIELD AVENUE SUITE 301
DENVILLE,NJ078342735 		N/A   THIS GRANT IS TO BE USED TO HELP FURNISH A 2 BEDROOM APARTMENT FOR 2 NEW PROGRAM MEMBERS ENTERING THE RISE PROGRAM IN UNION COUNTY. 3,000

ROSE OF SHARON COMMUNITY CHURCH

825 WEST 7TH STREET
PLAINSFIELD,NJ070631449 		N/A   THIS GRANT IS TO BE USED FOR IMPERATIVE REPAIRS AND REPLACEMENTS IN THE BATHROOM AND SEWER PIPES. 10,000

SAGE ELDERCARE INC

290 BROAD STREET
SUMMIT,NJ079013507 		N/A   THIS GRANT IS TO BE USED TOWARDS FIXING A LEAK IN THE ROOF. 10,000

SAINT PETER'S UNIVERSITY

2641 JOHN F KENNEDY BOULEVARD
JERSEY CITY,NJ073065943 		N/A   THIS GRANT IS TO BE USED TO PROVIDE FINANCIAL ASSISTANCE TO UNION COUNTY STUDENTS ATTENDING SAINT PETER'S UNIVERSITY, ENSURING ACCESS TO TRANSFORMATIONAL JESUIT HIGHER EDUCATION FOR FUTURE GENERATIONS. 5,000

SAINT VINCENT ACADEMY

228 WEST MARKET STREET
NEWARK,NJ071032715 		N/A   THIS GRANT IS TO BE USED TOWARDS INTERNAL UPDATES AND REPAIRS TO THE ACADEMY. 25,000

SETON HALL UNIVERSITY

400 S ORANGE AVENUE
SOUTH ORANGE,NJ070792697 		N/A   THIS GRANT IS TO BE USED TOWARDS ASSISTANCE IN ACQUIRING CAPITAL EQUIPMENT. 7,500

SHAKESPEARE THEATRE OF NEW JERSEY

3 VREELAND ROAD
FLORHAM PARK,NJ079321505 		N/A   THIS GRANT IS TO BE USED TO SUPPORT THE PURCHASE AND INSTALLATION OF A NEW DEHUMIDIFYING SYSTEM (AS WELL AS A NEW IRON AND STEAMER) TO PRESERVE OUR COSTUME STOCK. 15,000

SOUTH ORANGE PERFORMING ARTS CENTER INC

1 SOPAC WAY
SOUTH ORANGE,NJ070794402 		N/A   THIS GRANT IS TO BE USED TOWARDS THE PURCHASE OF A NEW MAINSTAGE LIGHTBOARD AND ANCILLARY EQUIPMENT VITAL TO CONSOLE FUNCTION AND CONNECTIVITY. 11,000

SPF ROTARY FRAZEE HOUSE INC

PO BOX 426
FANWOOD,NJ070230426 		N/A   THIS GRANT IS TO BE USED TO INSTALL WALKWAYS AROUND THE HOUSE AND PROPERTY FOR EASY ENTRANCE FOR VISITORS. 5,000

ST BENEDICT'S PREPARATORY SCHOOL

520 DR MARTIN LUTHER KING JR
BOULEVARD
NEWARK,NJ071021314 		N/A   THIS GRANT IS TO BE USED TO SUPPORT THE TEACHERS ENDOWMENT FUND. 7,500

ST JOSEPH CHURCH

424 N MESA VERDE AVENUE
AZTEC,NM874101936 		N/A   GENERAL OPERATING SUPPORT 3,000

ST JOSEPH INDIAN MISSION

PO BOX 128
KEAMS CANYON,AZ860340128 		N/A   GENERAL OPERATING SUPPORT 3,000

ST MICHAELS MISSION

PO BOX 680
SAINT MICHAELS,AZ865110680 		N/A   GENERAL OPERATING SUPPORT 3,000

STATE THEATRE REGIONAL ARTS CENTER AT NEW BRUNSWICK INC

15 LIVINGSTON AVENUE
NEW BRUNSWICK,NJ089011903 		N/A   THIS GRANT IS TO BE USED TO HELP FUND THE RETIREMENT OF STATE THEATRE NEW JERSEY'S TWO AGING PIANOS AND THE PROCUREMENT OF NEW STEINWAY & SONS CONVERT AND CLASSIC GRAND PIANOS FOR THE MAIN STATE AND STUDIO SPACE. 10,000

STUDENT PARTNER ALLIANCE

561 SPRINGFIELD AVENUE
SUMMIT,NJ079014404 		N/A   THIS GRANT IS TO BE USED TO PURCHASE ESSENTIAL OFFICE EQUIPMENT. 4,000

SUMMIT AREA YMCA

99 MORRIS AVENUE
SUMMIT,NJ079013953 		N/A   THIS GRANT IS TO BE USED TOWARDS A SHADE STRUCTURE TO BE INSTALLED AT THE BERKELEY HEIGHTS YMCA LEARNING LANE OUTDOOR PLAY AND LEARNING SPACE TO MAXIMIZE THE EFFECTIVENESS OF OUR OUTDOOR SPACES TO MEET THE NEEDS OF OUR GROWING ENROLLMENT. 6,400

SUMMIT PLAYHOUSE ASSOCIATION INC

C/O KALEIDOSCOPE THEATER FOR YOUTH
10 NEW ENGLAND AVENUE
SUMMIT,NJ079014403 		N/A   THIS GRANT IS TO BE USED TO PURCHASE A DIGITAL WIRELESS MICROPHONE SYSTEM, PRIMARILY FOR THE KALEIDOSCOPE YOUTH THEATER. 6,000

THE MERCY HOUSE

171 CLIFTON AVENUE
NEWARK,NJ071041019 		N/A   THIS GRANT IS TO BE USED TOWARDS THE NEW STAIRS THAT ARE ADA COMPLIANT AT THE BACK ENTRYWAY TO THE BUILDING IN ELIZABETH. 15,000

THE WILLOW SCHOOL INC

1150 POTTERSVILLE ROAD
GLADSTONE,NJ079342082 		N/A   THIS GRANT IS TO BE USED TO REPLACE THE COMMERCIAL ELECTRIC STOVE FOR THE HEALTH AND WELLNESS BUILDING. 10,000

THEATRE MACON

438 CHERRY STREET
MACON,GA312013321 		N/A   THIS GRANT IS TO BE USED TO SUPPORT THE INSTALLATION OF A SOUND SYSTEM IN THE NEW PERFORMANCE VENUE. 10,000

THERAYOUTH FOUNDATION

104 VICTORIA DRIVE
BASKING RIDGE,NJ079202534 		N/A   THIS GRANT IS TO BE USED TO MAKE INVESTMENTS IN CAPITAL EXPENSES ACROSS EQUIPMENT, FURNITURE, FIXTURES, AND INFRASTRUCTURE, IN ORDER TO SUPPORT THERAPY TREATMENT FOR HIGHNEED UNION COUNTY CHILDREN. 10,000

TRAIL BLAZER CAMPS

394 ROGERS AVENUE
BROOKLYN,NY112253426 		N/A   THIS GRANT IS TO BE USED TOWARDS THE PURCHASE OF AN INDUSTRIAL WOOD CHIPPER. 7,000

TRINITAS HEALTH FOUNDATION

PO BOX 259
ELIZABETH,NJ072070259 		N/A   THIS GRANT IS TO BE USED TOWARDS THE SURGICAL ADVANCEMENT PROJECT, WHICH INCLUDES EQUIPMENT UPGRADES FOR SPINAL SURGERY PROCEDURES. 80,000

TRUST FOR PUBLIC LAND

NEW JERSEY FIELD OFFICE 60 PARK
PLACE SUITE 90 I
NEWARK,NJ071025511 		N/A   THIS GRANT IS TO BE USED TOWARDS LAND PROTECTION EFFORTS 12,500

UNCHAINED AT LAST

208 LENOX AVENUE SUITE 189
WESTFIELD,NJ070905120 		N/A   THIS GRANT IS TO BE USED TO GROW OUR ENDOWMENT AND HELP SECURE OUR FUTURE AS THE LEADER OF THE GROWING NATIONAL MOVEMENT TO END FORCED AND CHILD MARRIAGE. 10,000

UNION COUNTY COLLEGE FOUNDATION INC

995 SPRINGFIELD AVENUE
CRANFORD,NJ070161528 		N/A   THIS GRANT IS TO BE USED TO DEVELOP A NEW ENDOWED SCHOLARSHIP FOR THE NURSING STUDENTS. 15,000

UNITED FAMILY AND CHILDREN'S SOCIETY

305 WEST SEVENTH STREET
PLAINFIELD,NJ070601511 		N/A   THIS GRANT IS TO BE USED TOWARDS BUILDING AND REPAIR COSTS TO THEIR LARGE STATELY 1906 OLDER HOME IN PLAINFIELD. 11,000

UNITED PARKS AS ONE

PO BOX 1372
NEWARK,NJ071011372 		N/A   THIS GRANT IS TO BE USED TO PURCHASE DESKTOP COMPUTERS AND IPADS. 6,000

VISUAL ARTS CENTER OF NEW JERSEY

68 ELM STREET
SUMMIT,NJ079013472 		N/A   THIS GRANT IS TO BE USED TOWARDS FUNDING TO REPLACE AN AGING KILN THAT NOW REQUIRES FREQUENT AND COSTLY REPAIRS. 10,000

VIVID STAGE INC

120 MORRIS AVENUE
SUMMIT,NJ079014184 		N/A   THIS GRANT WILL BE USED TO SUPPORT THE PURCHASE OF TWO SPEAKERS WITH TRAVEL BAGS. THESE SPEAKERS WILL BE USED IN OUR OUTREACH PERFORMANCES, WHICH PRIMARILY SERVE SENIOR RESIDENCES AND ORGANIZATIONS IN THE CENTRAL AND NORTHERN NEW JERSEY AREA. 1,900

WESTFIELD AREA Y

220 CLARK STREET
WESTFIELD,NJ070904012 		N/A   THIS GRANT IS TO BE USED TOWARDS PHASE 2 IMPROVEMENT TO THE HANDICAPPED ACCESSIBLE OUTDOOR COMMUNITY SPACE AT THE MAIN Y FACILITY. 10,000

WESTFIELD COOPERATIVE NURSERY SCHOOL

125 ELMER STREET
WESTFIELD,NJ070902125 		N/A   THIS GRANT IS TO BE USED TOWARDS THE PURCHASE AND INSTALLATION OF NEW STORAGE CABINETS IN SERVICE OF THE STUDENTS OF COMPASS SCHOOLHOUSE FOR THE 2025-2026 SCHOOL YEAR. 6,250

WHARTON INSTITUTE FOR THE PERFORMING ARTS INC

60 LOCUST AVENUE
BERKELEY HEIGHTS,NJ079221602 		N/A   THIS GRANT IS TO BE USED TO PURCHASE TWO ENGLISH HORNS FOR NEW JERSEY YOUTH SYMPHONY 10,000

WOODFORD CEDAR RUN WILDLIFE REFUGE

4 SAWMILL ROAD
MEDFORD,NJ080558133 		N/A   THIS GRANT IS TO BE USED TOWARDS AN UPGRADE TO THE OUTDATED PHONE AND WI-FI SYSTEM. 6,300

WOODLANDS WILDLIFE REFUGE INC

PO BOX 5046
CLINTON,NJ088090046 		N/A   THIS GRANT IS TO BE USED TO REPAIR THE MAIN DRIVEWAY THAT PROVIDES ACCESS TO THE REHABILITATION HOSPITAL AND EDUCATION CENTER. 5,000

YMCA CAMP RALPH S MASON

23 BIRCH RIDGE ROAD
HARDWICK,NJ078259502 		N/A   THIS GRANT IS TO BE USED TO REVITALIZE THE AGING OUTDOOR SPORTS COURTS. 10,000

YMCA OF EASTERN UNION COUNTY

144 MADISON AVENUE SUITE 100
ELIZABETH,NJ072012483 		N/A   THIS GRANT IS TO BE USED TO SUPPORT THE PURCHASE AND INSTALLATION OF CRITICAL SECURITY FEATURES AT THE EMERGENCY SHELTER. 20,000

YM-YWHA OF UNION COUNTY

501 GREEN LANE
UNION,NJ070837782 		N/A   THIS GRANT IS TO BE USED TOWARDS A NEW GYM DIVIDER TO BETTER UTILIZE THE SPACE FOR INDOOR PLAY IN THE WINTER AND INCLEMENT WEATHER FOR THE DAYCARE AND PRE-SCHOOL PROGRAM. 10,000

YWCA OF EASTERN UNION COUNTY

1131 E JERSEY STREET
ELIZABETH,NJ072012440 		N/A   THIS GRANT IS TO BE USED TO SUPPORT THE PURCHASE AND INSTALLATION OF CRITICAL SECURITY FEATURES AT THE EMERGENCY SHELTER. 14,700

ZOOLOGICAL SOCIETY OF NEW JERSEY INC

TURTLE BACK ZOO 560 NORTHFIELD
AVENUE
WEST ORANGE,NJ070522431 		N/A   THIS GRANT IS TO BE USED TOWARDS COMPLETING THE CONSTRUCTION OF THE ANIMAL WELLNESS CENTER. 12,500
Total ................................. 3a 1,717,305
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 47,068  
4 Dividends and interest from securities ....     14 799,050  
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 23  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 12,168,959  
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 13,015,100 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
13,015,100
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
EJ GRASSMANN TRUST
EIN:
22-6326539
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND BOOKKEEPING 24,865 0   24,865
TAX RETURN PREPARATION 6,727 0   6,727

TY 2025 InvestmentsCorpStockSchedule
Name:
EJ GRASSMANN TRUST
EIN:
22-6326539
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES (ABT) 209.000 SHARES 26,933 26,186
ACCENTURE PLC (ACN) 117.000 SHARES 32,327 31,391
ADOBE INC (ADBE) 78.000 SHARES 28,875 27,299
AIRBNB INC (ABNB) 189.000 SHARES 25,633 25,651
ALPHABET INC CAP STK CL A (GOOG) 220.000 SHARES 43,533 69,036
AMAZON.COM INC (AMZN) 493.000 SHARES 113,816 113,794
AON PLC SHS CL A (AON) 96.000 SHARES 34,131 33,876
BOSTON SCIENTIFIC (BSX) 247.000 SHARES 26,283 23,551
BROADCOM INC (AVGO) 208.000 SHARES 66,587 71,989
COSTAR GROUP INC (CSGP) 290.000 SHARES 27,990 19,500
ELI LILLY & CO. (LLY) 72.000 SHARES 55,090 77,377
IDEXX LABS INC. (IDXX) 57.000 SHARES 32,852 38,562
INTUIT INC. (INTU) 34.000 SHARES 27,631 22,522
INTUITIVE SURGICAL INC (ISRG) 55.000 SHARES 30,904 31,150
MASTERCARD INC-CL A (MA) 118.000 SHARES 66,320 67,364
MICROSOFT CORP (MSFT) 220.000 SHARES 112,735 106,396
MSCI INC (MSCI) 72.000 SHARES 40,501 41,309
NVIDIA CORP (NVDA) 292.000 SHARES 52,089 54,458
ORACLE CORP (ORCL) 403.000 SHARES 100,176 78,549
PAYCOM SOFTWARE INC COM (PAYC) 106.000 SHARES 25,126 16,892
SERVICENOW INC (NOW) 340.000 SHARES 62,842 52,085
SHOPIFY INC (SHOP) 398.000 SHARES 50,035 64,066
STARBUCKS CORP. (SBUX) 392.000 SHARES 36,367 33,010
SYNOPSIS INC. (SNPS) 59.000 SHARES 27,996 27,713
UBER TECHNOLOGIES INC (UBER) 221.000 SHARES 20,703 18,058
VISA INC-CLASS A (V) 187.000 SHARES 66,028 65,583
ZOETIS INC CL A (ZTS) 338.000 SHARES 50,881 42,528

TY 2025 InvestmentsGovtObligationsSch
Name:
EJ GRASSMANN TRUST
EIN:
22-6326539
US Government Securities - End of Year Book Value:

7,328,852
US Government Securities - End of Year Fair Market Value:

7,390,447
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2025 InvestmentsOtherSchedule2
Name:
EJ GRASSMANN TRUST
EIN:
22-6326539
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ASHFORD CAPITAL PARTNERS, L.P. AT COST 1,090,385 1,228,077
DFA US SMALL CAP PORTFOLIO (DFSTX) 6,445.667 SHARES AT COST 319,061 336,979
DODGE & COX STOCK FUND (DODGX) 187,250.184 SHARES AT COST 3,189,381 3,106,481
FIDELITY 500 INDEX FUND (FXAIX)29,505.312 SHARES AT COST 6,468,154 7,014,003
FIDELITY GLOBAL EXUS INDEX FUND (FSGGX) 167,963.534 SHARES AT COST 2,899,051 3,134,200
GMO QUALITY FUND R6 (GQESX) 49,682.060 SHARES AT COST 1,699,567 1,735,394
ISHARES COMEX GOLD TRUST (IAU) 16,500.000 SHARES AT COST 196,849 1,339,305
ISHARES S & P SMALLCAP 600 (IJR) 5,561.000 SHARES AT COST 628,980 668,321
OAKMARK INTERNATIONAL FUND (OAZIX) 62,207.159 SHARES AT COST 1,917,847 2,014,890
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 19,225.000 SHARES AT COST 937,684 1,033,536
VANGUARD SHORT TERM INFL PROTECTED FUND (VTAPX) 27,756.008 AT COST 697,771 688,349
WCM FOCUSED INTERNATIONAL GROWTH FUND (WCMIX) 78,070.518 SHARES AT COST 2,070,315 1,942,394

TY 2025 OtherExpensesSchedule
Name:
EJ GRASSMANN TRUST
EIN:
22-6326539
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 30 0   30
DUE AND SUBSCRIPTIONS 795 0   795
GRANTMAKING SOFTWARE 4,742 0   4,742
INSURANCE EXPENSE 1,985 0   1,985
OTHER INVESTMENT EXPENSES 200 200   0
THRU SCHEDULE K-1 - OTHER DEDUCTIONS 0 18,863   0


TY 2025 OtherIncomeSchedule2
Name:
EJ GRASSMANN TRUST
EIN:
22-6326539
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECURITIES LITIGATION PROCEEDS 23 23 23
THRU SCHEDULE K-1 - ASHFORD CAPITAL PARTNERS, L.P.   1  


TY 2025 OtherProfessionalFeesSchedule
Name:
EJ GRASSMANN TRUST
EIN:
22-6326539
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT AND ADVISORY 67,407 67,407   0


TY 2025 TaxesSchedule
Name:
EJ GRASSMANN TRUST
EIN:
22-6326539
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 230,620 0   0
THRU SCHEDULE K-1 - FOREIGN TAXES PAID OR ACCRUED 0 60   0