Uberoi Foundation

990PF • Fiscal year 2023 • EIN 20-3787141

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profile

321 Upper Mountain AvenueUpper Montclair, NJ 07043

(212) 773-3000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

-91%

Higher net margin than 25% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

-1.0%

Faster asset growth than 49% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

-93%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets77th percentile

Assets

Down

$1,945,509

Down $20,318 (-1.0%) from 2022

Net Assets

Down

$1,945,509

Down $20,318 (-1.0%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue71st percentile Net Margin25th percentile

Revenue

Down

$18,378

Down $239,118 (-93%) from 2022

Expenses

Down

$35,047

Down $157,361 (-82%) from 2022

Net Income

Down

-$16,669

Down $81,757 (-126%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2023

Assets$1,945,509

Liabilities$0

Net Assets$1,945,509

Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2023

Revenue$18,378

Expenses$35,047

Net Income-$16,669

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Nov 14, 2024
Return Version: 2023v5.1

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
HANK UBEROI	Trustee	-	$0	-	-
ANGELA BEEKERS-UBEROI	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Uberoi Foundation
EIN: 20-3787141
In Care Of: % ERNST & YOUNG US LLP
Phone: 2127733000
Address: 321 UPPER MOUNTAIN AVENUE, UPPER MONTCLAIR, NJ 07043

Signing Officer

Name: Hank Uberoi
Title: Trustee
Phone: 9739797307
Signed: 2024-11-14
Discuss with paid preparer: Yes

Preparer

Firm: Ernst & Young US Llp
Address: ONE MANHATTAN WEST, NEW YORK, NY 10001-8604
Preparer: John D Cook
Phone: 2127733000

Raw XML Appendix315 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ExplnOfNonFilingWithAGStmt/ExplanationTxt	0	NEW JERSEY DOES NOT REQUIRE A FILING OF FORM 990-PF. NEW JERSEY REGISTRATION IS NOT REQIRED WHEN THE FOUNDATION DOES NOT RECEIVE MORE THAN $10,000 IN GROSS CONTRIBUTIONS FROM OUTSIDE SOURCES.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	779617
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	495798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	COMSCORE, INC. CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	MONEYGRAM INTL CNN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	STONEX GROUP INC. CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	E-TRADE 503-5
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	AYR STRATEGIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	101564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	820000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	AGRIDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	KODY PAY
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	52084
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	5500
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	72
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	35047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	52584
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	18378
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	1201564
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	1121564
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	37690
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	248980
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	ANGELA BEEKERS-UBEROI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
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IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	29475
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt	0	0
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IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt	0	NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	20500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	2875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Montclair Art Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Bloomfield College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	WNYC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	Impact 100 Essex
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	Three South Mountain Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	467 FRANKLIN ST 2ND FL ROOM205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	160 Varick Street 8th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	PO Box 338
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Montclair
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Bloomfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	nEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Morristown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	07042
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	070033425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	10013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	07963
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	29475
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	29475
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	70924
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	41449
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	106880
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	59405
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	53447
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	41449
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	178283
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	106880
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	59405
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	11998
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	29475
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	178283
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	219732
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	3649
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	COST BASIS ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	INTEREST FROM INVESTMENTS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	52084
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	52084
TaxesSchedule/TaxesDetail/Amt	0	5500
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAXES
ReturnHeader/BuildTS	0	2024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	HANK UBEROI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9739797307
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	UBEROI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	UBER
ReturnHeader/Filer/EIN	0	203787141
ReturnHeader/Filer/InCareOfNm	0	% ERNST & YOUNG US LLP
ReturnHeader/Filer/PhoneNum	0	2127733000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	321 UPPER MOUNTAIN AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	UPPER MONTCLAIR
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NJ
ReturnHeader/Filer/USAddress/ZIPCd	0	07043
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	100018604
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2127733000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOHN D COOK
ReturnHeader/ReturnTs	0	2024-11-14T00:32:29-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,945,509
Liabilities: $0
Net assets: $1,945,509
Revenue: $18,378
Expenses: $35,047
Net income: -$16,669

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.77	$0.00	$1.77	$0.11	$0.06	$0.17
2023Detailed filing. Detailed filing data is available for this year.	$1.95	$0.00	$1.95	$0.02	$0.04	$0.02
2022Detailed filing. Detailed filing data is available for this year.	$1.97	$0.00	$1.97	$0.26	$0.19	$0.07
2021Detailed filing. Detailed filing data is available for this year.	$1.90	$0.00	$1.90	$0.26	$0.18	$0.08
2020Detailed filing. Detailed filing data is available for this year.	$1.82	$0.00	$1.82	$0.26	$0.16	$0.10
2019Detailed filing. Detailed filing data is available for this year.	$1.72	$0.00	$1.72	$1.03	$0.05	$0.97
2015Summary only. Only limited summary data is available for this year.	$0.82	$0.00		$0.64	$0.03	$0.61
2014Summary only. Only limited summary data is available for this year.	$0.49	$0.00		$0.96	$0.03	$0.93
2013Summary only. Only limited summary data is available for this year.	$0.23	$0.00		$0.15	$0.07	$0.08
2012Summary only. Only limited summary data is available for this year.	$0.22	$0.00		$0.00	$0.02	$0.02
2011Summary only. Only limited summary data is available for this year.	$0.24	$0.00		$0.10	$0.08	$0.02