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 07-01-2024 , and ending 06-30-2025
Name of foundation
INVESTORS FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)387 SPRINGFIELD AVE 3
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SUMMIT, NJ07901
A Employer identification number

20-3743857
B Telephone number (see instructions)

(973) 379-5850
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$32,749,052J 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 31,632 31,632  
4 Dividends and interest from securities... 1,150,202 1,150,202  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 459,582
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 459,582
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,641,416 1,641,416  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 159,000 47,700   111,300
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
9,000 4,500   4,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
150,602 43,192   107,410
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,141 6,141   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 14,400 0   14,400
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,237 2,322   6,915
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 353,380 103,855   244,525
25 Contributions, gifts, grants paid....... 985,500 985,500
26 Total expenses and disbursements. Add lines 24 and 25 1,338,880 103,855   1,230,025
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 302,536
b Net investment income (if negative, enter -0-) 1,537,561
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............. 416,113 254,176 254,176
2 Savings and temporary cash investments......... 27,709 19,069 19,069
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
448,463 		455,333
b Investments—corporate stock (attach schedule)....... 11,819,955 Click to see attachment
List of Attached Documents:
// Content
11,743,121 		31,068,018
c Investments—corporate bonds (attach schedule)....... 844,363 Click to see attachment
List of Attached Documents:
// Content
945,847 		952,456
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)..........      
14 Land, buildings, and equipment: basis right arrow18,866
Less: accumulated depreciation (attach schedule) right arrow18,866      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,108,140 13,410,676 32,749,052
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........... 13,108,140 13,410,676
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)..... 13,108,140 13,410,676
30 Total liabilities and net assets/fund balances (see instructions). 13,108,140 13,410,676
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
13,108,140
2
Enter amount from Part I, line 27a .....................
2
302,536
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,410,676
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
13,410,676
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 FIDELITY INVESTMENTS P    
b CITIZENS FINANCIAL P    
c
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       393,749
b       65,833
c
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       393,749
b       65,833
c
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 2 459,582
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 21,372
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 21,372
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 21,372
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 20,407
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,407
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 9,035
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow9,035 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNJ
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 instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowINVESTORSFOUNDATION.ORG
14
The books are in care ofright arrowINVESTORS FOUNDATION Telephone no.right arrow (973) 379-5850

Located atright arrow387 SPRINGFIELD AVE 3SUMMITNJ ZIP+4right arrow07901
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
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
 
No
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
 
 
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
 
No
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
ROBERT M CASHILL DIRECTOR/PRESIDENT
0.50 		8,000 0 0
387 SPRINGFIELD AVE
SUMMIT,NJ07901
KEVIN CUMMINGS DIR./VP & TREASURER
0.50 		0 0 0
387 SPRINGFIELD AVE
SUMMIT,NJ07901
VINCENT D MANAHAN III DIRECTOR
0.50 		10,000 0 0
387 SPRINGFIELD AVE
SUMMIT,NJ07901
WILLIAM A TANSEY III DIRECTOR
0.75 		8,000 0 0
387 SPRINGFIELD AVE
SUMMIT,NJ07901
DOMENICK CAMA DIRECTOR
0.50 		8,000 0 0
387 SPRINGFIELD AVE
SUMMIT,NJ07901
MICHELLE HECHT DIRECTOR
0.50 		0 0 0
387 SPRINGFIELD AVE
SUMMIT,NJ07901
RODGER K HERRIGEL DIR./EX.DIR. & SECRETARY
30.00 		125,000 0 0
387 SPRINGFIELD AVE
SUMMIT,NJ07901
REZA AGHAMIRZADEH DIRECTOR
0.50 		0 0 0
387 SPRINGFIELD AVE
SUMMIT,NJ07901
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...................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
PMEHTA CONSULTING LLC CONSULTING 93,415
3 BONNYVIEW DRIVE
LIVINGSTON,NJ07039
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
31,165,056
b
Average of monthly cash balances.......................
1b
340,384
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
31,505,440
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
31,505,440
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
472,582
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
31,032,858
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,551,643
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
1,551,643
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
21,372
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,372
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,530,271
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,530,271
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
1,530,271
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
1,230,025
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
1,230,025
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 1,530,271
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...... 3,325,292
b From 2020...... 432,693
c From 2021...... 2,752,392
d From 2022...... 1,098,471
e From 2023...... 345,489
f Total of lines 3a through e ........ 7,954,337
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,230,025
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..... 1,230,025
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 300,246 300,246
(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 7,654,091
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) ... 		3,025,046
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		4,629,045
10 Analysis of line 9:
a Excess from 2020.... 432,693
b Excess from 2021.... 2,752,392
c Excess from 2022.... 1,098,471
d Excess from 2023.... 345,489
e Excess from 2024....  
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).)
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:
PRITI MEHTA
387 SPRINGFIELD AVE UNIT 3
SUMMIT,NJ07901
(973) 379-5850
INFO@INVESTORSFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
ALL GRANT REQUESTS ARE SUBMITTED ONLINE VIA WEBSITE.
cAny submission deadlines:
GRANT APPLICATIONS MUST BE SUBMITTED BY FEBRUARY 1, MAY 1, AUGUST 1 AND NOVEMBER 1 FOR CONSIDERATION
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ELIGIBILITY REQUIREMENTS INCLUDE ORGANIZATIONS THAT PROVIDE SERVICES PRIMARILY TO COMMUNITIES ACROSS THE FORMER INVESTORS BANK FOOTPRINT; ARE IN COMPLIANCE WITH IRS REGULATIONS AS A 501(C)(3) AND EITHER A 509(A)(1) OR 509(A)(2) CHARITABLE ORGANIZATION. PROMOTE PROGRAMS SUPPORTING ARTS,EDUCATIONS, HEALTH AND HUMAN SERVICES, YOUTH AND AFFORDABLE HOUSING.INVESTORS FOUNDATION DOES NOT AWARD GRANTS TO 509(A)(3) ORGANIZATIONS.
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

AFRICAN AMERICAN CHAMBER OF COMMERCE OF N

633 THIRD AVE
NEW YORK,NY10017 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 5,000

AMERICAN THEATER GROUP

57 FARMS ROAD CIRCLE
EAST BRUNSWICK,NJ08816 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

ARTS WESTCHESTER

31 MAMARONECK AVENUE
WHITE PLAINS,NY10601 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,000

ATLANTIC HIGHLANDS ARTS COUNCIL

54 FIRST AVE
ATLANTIC HIGHLANDS,NJ07716 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

BAY RIDGE CENTER

411 OVINGTON AVENUE
BROOKLYN,NY11209 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 5,000

BERGEN FAMILY CENTER

44 ARMORY STREET
ENGLEWOOD,NJ07631 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

DIABETES FOUNDATION

45 WHITNEY ROAD
MAHWAH,NJ07430 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

GEORGE STREET PLAYHOUSE

9 LIVINGSTON AVENUE
NEW BRUNSWICK,NJ08824 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

BOBBY SCHOLL FOUNDATION

74 BELLEVUE AVE
SUMMIT,NJ07901 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 5,000

CHAI LIFELINE

151 WEST 30TH STREET
NEW YORK,NY10001 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,500

COUNCIL OF JEWISH ORGANIZATION FLATBUSH

1523 AVENUE M
BROOKLYN,NY11230 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 3,750

CRANFORD ROTARY CHARITABLE FUND

303 WHITEWOOD ROAD
UNION,NJ07083 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

CHRISTO REY CORPORATE WORK STUDY PROGRAM

710 E 37TH STREET
BROOKLYN,NY11203 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

NEW YORK CITY RELIEF

295 WALNUT ST
ELIZABETH,NJ07201 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

NAMI NEW JERSEY- A NEW JERSEY NON PROFIT

1562 ROUTE 130
NORTH BRUNSWICK,NJ089023090 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 500

HOMEFRONT

1880 PRINCETON AVENUE
LAWRENCEVILLE,NJ08648 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,250

ISLAND HARVEST

126 SPAGNOLI ROAD
MELVILLE,NY11747 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

LONG ISLAND CHILDREN'S MUSEUM

11 DAVIS AVENUE
GARDEN CITY,NY11530 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

MATHENY SCHOOL AND HOSPITAL

65 HIGHLAND AVENUE
PEAPACK,NJ07977 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

MONTCLAIR EARLY MUSIC

9 HUDSON PLACE
MONTCLAIR,NJ07003 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

NAMI MERCER

1235 WHITEHORSE MERCERVILLE ROD
HAMILTON,NJ08619 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,250

NATIONAL COMMITTEE FOR THE FURTHERANCE OF

824 EASTERN PARKWAY
BROOKLYN,NY11213 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,500

NORTH BROOKLYN ANGELS

127 KENT ST
BROOKLYN,NY11222 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

OCEAN PROFESSIONAL THEATRE COMPANY

201 ENGLESIDE AVENUE
BEACH HAVEN,NJ08008 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,500

PROJECT HOSPITALITY

100 PARK AVENUE
STATEN ISLAND,NY10302 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,500

SACRED HEART SCHOOL

193 OLD BERGEN ROAD
JERSEY CITY,NJ07305 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

SAINT PETER'S UNIVERSITY

2641 JOHN F KENNEDY BLVD
JERSEY CITY,NJ07306 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 30,000

THE BOOK FAIRIES

220 MILLER PLACE
HICKSVILLE,NY11801 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

THE CHRISTINA FONTANELLI FOUNDATION

400 WEST 43RD STREET
NEW YORK,NY10036 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,250

THE WATERFRONT PROJECT

830 BERGEN AVENUE SUITE 4A
JERSEY CITY,NJ07306 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,250

BAIS TOVA INC

555 OAK STREET
LAKEWOOD,NJ08701 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 18,000

BONEI OLAM

1755 46TH STREET
BROOKLYN,NY11204 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 50,000

GORDON COLLEGE

255 GRAPEVINE ROAD
WENHAM,MA01984 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 10,000

OVERLOOK FOUNDATION

46-48 BEAUVOIR AVENUE
SUMMIT,NJ07901 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 10,000

THE SCHOLARSHIP FUND FOR INNER-CITY

171 CLIFTON AVENUE
NEWARK,NJ07104 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 5,000

PAPER MILL PLAYHOUSE

22 BROOKSIDE DR
MILLBURN,NJ07041 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 12,500

ALZHEIMER'S NEW JERSEY

425 EAGLE ROCK AVENUE SUITE 203
ROSELAND,NJ07068 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVE
DALLAS,TX752315129 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,750

CHURCH OF THE HOLY APOSTLES

296 9TH AVENUE
NEW YORK,NY10001 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,500

CONGREGATION BETH TIKVAH

3710 WOODBINE AVENUE
WANTAGH,NY11793 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,500

HISPA

PO BOX 702
PRINCETON,NJ08541 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,000

INTERNATIONAL GUIDING EYES

13445 GLENOAKS BLVD
SYLMAR,CA91342 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,000

MAYO PERFORMING ARTS CENTER

100 SOUTH STREET
MORRISTOWN,NJ07960 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

MONTCLAIR PUBLIC LIBRARY FOUNDATION

50 S FULLERTON AVE
MONTCLAIR,NJ07042 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

NIKHIL BADLANI FOUNDATION INC

22 FLORENCE PLACE
WEST ORANGE,NJ07052 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

SOCIETY FOR THE PREVENTION OF TEEN SUICID

110 WEST MAIN STREET
FREEHOLD,NJ07728 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 750

START OUT FRESH INTERVENTION ADVOCATES

PO BOX 674 - 11 PINE ST
MONTCLAIR,NJ07042 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 750

SUITUP

25 BROADWAY
NEW YORK,NY10004 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

THE SUMMIT GARDEN CLUB

165 HOBART AVENUE
SUMMIT,NJ07901 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

THE VALERIE FUND

2101 MILLBURN AVENUE
MAPLEWOOD,NJ07040 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,000

TRI-COUNTY SCHOLARSHIP FUND

14 WEST MAIN STREET
MENDHAM,NJ07945 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 12,500

TURNING POINT COMMUNITY SERVICES

1011 GROVE STREET
IRVINGTON,NJ07111 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,250

UNION COUNTY COLLEGE FOUNDATION

1033 SPRINGFIELD AVENUE
CRANFORD,NJ07016 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,500

ALL STARS PROJECT INC

543 WEST 42ND STREET
NEW YORK,NY10036 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 15,000

BAIS TOVA INC

555 OAK STREET
LAKEWOOD,NJ08701 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 12,000

BRONX CHARTER SCHOOL FOR CHILDREN

388 WILLIS AVENUE
BRONX,NY10454 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 5,000

COUNT BASIE THEATRE INC

99 MONMOUTH STREET
RED BANK,NJ07701 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 25,000

FRIENDSHIP CIRCLE OF BROOKLYN

638 HAWTHORNE ST
BROOKLY,NY11203 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 5,000

GUARDIANS OF THE SICK

5216 11TH AVENUE
BROOKLYN,NY11219 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 15,000

JEWISH NATIONAL FUND

78 RANDALL AVE
ROCKVILLE CENTRE,NY11570 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 6,250

NEW JERSEY CHAMBER OF COMMERCE FOUNDATION

216 WEST STATE STREET
TRENTON,NJ08608 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 10,000

MILLBURN RECREATION DEPT

P O BOX160
SHORT HILLS,NJ07078 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 7,500

REEVES- REED ARBORETUM

165 HOBART AVENUE
SUMMIT,NJ07901 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 5,000

BARRY & FLORENCE FRIENDBERGJCC

15 NEIL COURT
OCEANSIDE,NY11572 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,250

BIRCH FAMILY SERVICES

104 WEST 29TH STREET
NEW YORK,NY10001 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,250

BROOKLYN CHILDREN'S MUSEUM CORP

145 BROOKLYN AVENUE
BROOKLYN,NY11213 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,500

COMMUNITY SOUP KITCHEN & OUTREACH CENTER

57 E PARK PLACE 2 FL
MORRISTOWN,NJ07960 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 50,000

FONTBONNE HALL ACADEMY

9901 SHORE ROAD
BROOKLYN,NY11209 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 7,500

GREATER TRENTON

124 WEST STATE STREET
TRENTON,NJ08608 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 25,000

HOME SHARING INC

120 FINDERNE AVE
BRIDGEWATER,NJ08807 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

HOUSING INITIATIVES OF PRINCETON

33 MERCER STREET
PRINCETON,NJ08540 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

INTERFAITH CAREGIVERS OF GREATERMERCERCTY

3635 QUAKERBRIDGE RD SUITE 16
HAMILTON,NJ08619 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

JEWISH COMMUNITY CENTEROF STATEN ISLAND

1466 MANOR ROAD
STATEN ISLAND,NY10314 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,500

JEWISH FAMILY & VOCATIONAL SERVICES OF MI

219C BLACKHORSE LANE
NORTH BRUNSWICK,NJ08902 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,250

METRO CHAMBER ORCHESTRA INC

8831 16TH AVENUE
BROOKLYN,NY11214 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

NEW JERSEY THEATRE ALLIANCE

432 LAKEHURST ROAD SUITE 1
TOMS RIVER,NJ08755 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

PAPER MILL PLAYHOUSE

22 BROOKSIDE DR
MILLBURN,NJ07041 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 15,000

RAHWAY COMMUNITY ACTION ORGANIZATION

796 E HAZELWOOD AVENUE
RAHWAY,NJ07065 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

REGINA OPERA COMPANY INC

C/O FRANCINE GARBER-COHEN
BROOKLYN,NY112185914 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

SCHOOL FOR CHILDREN WITH HIDDEN

1771 MADISON AVENUE SUITE 8
LAKEWOOD,NJ08701 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,500

ST VINCENT ACADEMY

228 WEST MARKET STREET
NEWARK,NJ07103 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 20,000

ST VINCENT ACADEMY

228 WEST MARKET STREET
NEWARK,NJ07103 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 6,250

STUDENT PARTNER ALLIANCE

561 SPRINGFIELD AVE
SUMMIT,NJ07901 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,000

THE BROOKLYN STEPPERS INC

137 MONTAGUE STREET 237
BROOKLYN,NY11201 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 500

THE GREENWOOD GARDEN

274 OLD SHORT HILLS RD
SHORT HILLS,NJ07078 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,500

THE RAPTOR TRUST

1390 WHITE BRIDGE ROAD
MILLINGTON,NJ07946 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,500

UNITED WAY OF GREATER MERCER COUNTY

3444 QUAKERBRIDGE ROAD BUILDING 3 -
SUITE 101
HAMILTON,NJ08619 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,250

ASE GLOBAL BRIDGES

216 EAST 47 STREET
NY,NY10017 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 10,000

CAPITAL HEALTH FOUNDATION

TWO CAPITAL WAY
PENNINGTON,NJ08534 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 20,000

CATHOLIC CHARITIES DIOCESE OF TRENTON

88 SCHOOLHOUSE ROAD SUITE 1
WHITING,NJ08759 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 10,000

CHATHAM EMERGENCY SQUAD INC

45 SPRING STREET
CHATHAM,NJ07928 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 10,000

EMMAUS CENTER INC

288 BERRY STREET
BROOKLYN,NY01249 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 10,000

FRANCISCAN CHARITIES INC

355 SOUTH 6TH ST
NEWARK,NJ07103 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 5,000

HELLENIC CLASSICAL CHARTER SCHOOL

646 5TH AVENUE
BROOKLYN,NY11215 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 20,000

COMMUNITY SOUP KITCHEN & OUTREACH CENTER

57 E PARK PLACE 2 FL
MORRISTOWN,NJ07960 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 10,000

LIFETOWN INC

10 MICROLAB ROAD
LIVINGSTON,NJ07039 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 10,000

NEW JERSEY SYMPHONY ORCHESTRA

60 PARK PLACE
NEWARK,NJ08801 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 20,000

NIA COMMUNITY SERVICES NETWORK

6614 11TH AVENUE
BROOKLYN,NY11219 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 18,000

RICHMOND UNIVERSITY MEDICAL CENTER

355 BARD AVENUE
STATEN ISLAND,NY10310 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 30,000

ROXBURY ARTS ALLIANCE

PO BOX 327
LEDGEWOOD,NJ07852 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 6,250

RUTGERS UNIVERSITY FOUNDATION

335 GEORGE STREET
NEW BRUNSWICK,NJ08901 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 20,000

SACRED HEARTS & STSTEPHEN ROMAN CATHOLIC

108 CARROLL STREET
BROOKLYN,NY11231 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 20,000

SAINT BENEDICT'S PREPARATORY SCHOOL

520 DR MARTIN LUTHER KING BOULEVARD
NEWARK,NJ07102 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 20,000

THOMAS EDISON STATE UNIVERSITY FOUNDATION

111 WEST STATE STREET
TRENTON,NJ08608 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 5,000

TOWNSHIP OF MONTGOMERY

2261 US ROUTE 206
BELLE MEAD,NJ08502 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 10,000

BRYAN J NORTON MEMORIAL SCHOLARSHIP FUND

90A WESTOVER AVE
WEST CALDWELL,NJ07006 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 5,000

CAMP HASC

1563 49TH STREET 1ST FLOOR
BROOKLYN,NY11219 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 9,000

COMMUNITY FOUNDATION OF NJ- MORRISTOWN

35 KNOX HILL ROAD
MORRISTOWN,NJ07960 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,500

CRANFORD ROTARY CHARITABLE FUND

303 WHITEWOOD ROAD
UNION,NJ07083 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,500

FAMILY & CHILDREN'S SERVICES INC

191 BATH AVENUE
LONG BRANCH,NJ07740 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

FOUNDATION FOR MORRISTOWN MEDICAL CENTER

310 SOUTH STREET
MORRISTOWN,NJ07960 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 5,000

FRIENDS OF THE LIVINGSTON LIBRARY

10 ROBERT H HARP DR
LIVINGSTON,NJ070393930 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 500

HOLY CROSS GREEK ORTHODOX CHURCH

8401 RIDGE BLVD
BROOKLYN,NY11209 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 20,000

IMMACULATE CONCEPTION HIGH SCHOOL

258 S MAIN ST
LODI,NJ07644 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 10,000

JEWISH FAMILY & CHILDREN'S SERVICES OF NO

1301 SPRINGDALE ROAD
CHERRY HILL,NJ08003 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

JUNIOR ACHIEVEMENT OF NEW JERSEY

360 PEAR BLOSSOM DRIVE
EDISON,NJ08837 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,500

NEW CITY KIDS

240 FAIRMOUNT AVENUE
JERSEY CITY,NJ07306 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 30,000

NEW JERSEY MAKERS DAY

500 HOES LANE
PISCATAWAY,NJ08854 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

NJAC FOUNDATION

150 WEST STATE STREET SUITE 200
TRENTON,NJ08608 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 10,500

SENIOR SERVICES CENTER OF THE CHATHAMS

58 MEYERSVILLE ROAD
CHATHAM,NJ07928 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,000

SPORT CLUB PORTUGUESE CORP

55 PROSPECT ST
NEWARK,NJ07105 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,500

TEACH FOR AMERICA- NEW JERSEY

35 HALSEY ST
NEWARK,NJ07102 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

TWO RIVER THEATER

21 BRIDGE AVENUE
RED BANK,NJ07701 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

ZOOLOGICAL SOCIETY OF NEW JERSEY

560 NORTHFIELD AVE
WEST ORANGE,NJ07052 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 60,000

SAINT ALOYSIUS ELEMENTARY ACADEMY

721 WEST SIDE AVE
JERSEY CITY,NJ07306 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

ICHUD MOSDOS HACHINUCH OF BROOKLYN

1563 49TH STREET
BROOKLYN,NY11219 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 30,000

BREAKTHROUGH T1D- NEW JERSEY METRO AND RO

200 VESEY ST FL 28
NEW YORK,NY102815504 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,250

BRONX ECONOMIC DEVELOPMENT CORPORATION

851 GRAND CONCOURSE RM 123
BRONX,NY104512937 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,750

NEW JERSEY STATES ELKS ASSOCIATION

1 FELLNER PLACE
TOTOWA,NJ07512 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,000

PRINCETON EINSTEIN MUSEUM

26 SYCAMORE PL
PRINCETON,NJ08540 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 4,500

BROOKLYN NAVY YARD

141 FLUSHING AVENUE STE 801
BROOKLYN,NY11228 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 12,500

KOINONIA ACADEMY

1040 PLAINFIELD AVE
PLAINFIELD,NJ070602778 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,500

THE ALIVER FOUNDATION

54 3RD AVENUE A9
GARWOOD,NJ07027 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 1,500

THE AMERICAN GRAFFITI MUSEUM

PO BOX 290 SUITE 10
TRENTON,NJ08602 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 2,500

THE GREEK SCHOOL OF PLATO

670 92ND STREET
BROOKLYN,NY11228 		NO INDIVIDUAL PC GENERAL AND PROJECT SUPPORT 30,000
Total .................................right arrow 3a 985,500
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 31,632  
4 Dividends and interest from securities ....     14 1,150,202  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 459,582  
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 1,641,416 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,641,416
(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:
INVESTORS FOUNDATION INC
EIN:
20-3743857
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 9,000 4,500   4,500

TY 2024 InvestmentsCorpBondsSchedule
Name:
INVESTORS FOUNDATION INC
EIN:
20-3743857
Name of Bond End of Year Book Value End of Year Fair Market Value
CORP. BONDS AT FIDELTIY 945,847 952,456

TY 2024 InvestmentsCorpStockSchedule
Name:
INVESTORS FOUNDATION INC
EIN:
20-3743857
Name of Stock End of Year Book Value End of Year Fair Market Value
COMMON STOCKS AT FIDELTY 2,647,831 3,813,567
609,038 SHS CITIZENS FINANCIAL GROUP 9,095,290 27,254,451

TY 2024 InvestmentsGovtObligationsSch
Name:
INVESTORS FOUNDATION INC
EIN:
20-3743857
US Government Securities - End of Year Book Value:

448,463
US Government Securities - End of Year Fair Market Value:

455,333
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 OtherExpensesSchedule
Name:
INVESTORS FOUNDATION INC
EIN:
20-3743857
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COUNCIL OF NJ GRANTMAKERS DUES 1,850 0   1,850
OFFICE EXPENSE 5,065 0   5,065
ADR FEES 2,322 2,322   0


TY 2024 OtherProfessionalFeesSchedule
Name:
INVESTORS FOUNDATION INC
EIN:
20-3743857
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 107,410 0   107,410
INVESTMENT MANAGEMENT 43,192 43,192   0


TY 2024 TaxesSchedule
Name:
INVESTORS FOUNDATION INC
EIN:
20-3743857
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD 6,141 6,141   0
EXCISE TAX 5,000 0   0