Civic Intelligence

Turrell Fund

990PF • Fiscal year 2021 • EIN 22-1551936

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

Organization Profile

View Organization Page

21 Van Vleck StreetMontclair, NJ 07042

(973) 783-9358

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

16th percentile

0.02x

Higher debt load relative to revenue than 16% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

8th percentile

-23%

Higher net margin than 8% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

52nd percentile

11%

Faster asset growth than 52% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

52%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$130,313,132

Up $12,454,537 (+11%) from 2020

Net Assets

Up

$130,216,837

Up $12,528,182 (+11%) from 2020

Liabilities

Down

$96,295

Down $73,645 (-43%) from 2020

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin8th percentile

Revenue

Up

$5,785,897

Up $1,968,532 (+52%) from 2020

Expenses

Up

$7,110,693

Up $95,567 (+1.4%) from 2020

Net Income

Up

-$1,324,796

Up $1,872,965 (+59%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$150M$100M$50M$0Assets 2011: $100,043,331Liabilities 2011: $02011Assets 2012: $109,008,610Liabilities 2012: $02012Assets 2013: $119,188,821Liabilities 2013: $02013Assets 2014: $115,333,807Liabilities 2014: $02014Assets 2015: $106,477,677Liabilities 2015: $02015Assets 2019: $110,223,269Liabilities 2019: $111,904Net Assets 2019: $110,111,3652019Assets 2020: $117,858,595Liabilities 2020: $169,940Net Assets 2020: $117,688,6552020Assets 2021: $130,313,132Liabilities 2021: $96,295Net Assets 2021: $130,216,8372021Assets 2022: $112,008,966Liabilities 2022: $323,330Net Assets 2022: $111,685,6362022Assets 2023: $115,914,621Liabilities 2023: $0Net Assets 2023: $115,914,6212023Assets 2024: $120,431,738Liabilities 2024: $408,574Net Assets 2024: $120,023,1642024

Highlighted filing

2021

Assets$130,313,132
Liabilities$96,295
Net Assets$130,216,837
Open 2021 Filing

Operations Trend

Revenue Growth79th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $4,103,557Expenses 2011: $5,247,154Net Income 2011: -$1,143,5972011Revenue 2012: $1,999,059Expenses 2012: $6,105,840Net Income 2012: -$4,106,7812012Revenue 2013: $7,734,145Expenses 2013: $5,624,389Net Income 2013: $2,109,7562013Revenue 2014: $6,036,516Expenses 2014: $6,100,841Net Income 2014: -$64,3252014Revenue 2015: $3,281,797Expenses 2015: $6,175,561Net Income 2015: -$2,893,7642015Revenue 2019: $4,564,439Expenses 2019: $6,820,407Net Income 2019: -$2,255,9682019Revenue 2020: $3,817,365Expenses 2020: $7,015,126Net Income 2020: -$3,197,7612020Revenue 2021: $5,785,897Expenses 2021: $7,110,693Net Income 2021: -$1,324,7962021Revenue 2022: $1,467,460Expenses 2022: $7,229,735Net Income 2022: -$5,762,2752022Revenue 2023: $6,638,024Expenses 2023: $7,295,449Net Income 2023: -$657,4252023Revenue 2024: $4,419,567Expenses 2024: $7,403,673Net Income 2024: -$2,984,1062024

Highlighted filing

2021

Revenue$5,785,897
Expenses$7,110,693
Net Income-$1,324,796
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CURTLAND E FIELDSPresident & CEO/SecretaryFT$480,000$301,554$781,554
RICHARD A RIBEIROCFO/TreasurerFT$230,080$91,454$321,534
KIM KEISERVt Project Director/Ass'T SecretaryFT$51,500$7,725$59,225
S LAWRENCE PRENDERGASTChairmanPT$2,500-$2,500
ROBERT E ANGELICATrustee-$2,500-$2,500
REVEREND WILLIAM S GANNONTrustee-$2,500-$2,500
JUNLEI LITrustee-$2,500-$2,500
JOHN MORNINGTrustee-$2,500-$2,500
MARK SUSTICTrustee-$2,500-$2,500
MATTHEW E MELMEDTrustee-$2,500-$2,500
ELIZABETH W CHRISTIETrustee-$0--
DR JULIA A MILLERTrustee-$0--
REVEREND JOHN P MITCHELLTrustee-$0--
WILLIAM H HAMMONDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Turrell Fund
EIN
22-1551936
Phone
9737839358
Address
21 VAN VLECK STREET, MONTCLAIR, NJ 07042

Signing Officer

Name
Richard Ribeiro
Title
VP & CFO
Phone
9737839283
Signed
2022-11-08
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167
Preparer
Anan Samara
Phone
2122862600
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0TURRELL FUND REGULARLY HOSTS WORKSHOPS AND MEETINGS TO BENEFIT NONPROFITS, PEER FUNDERS, AND COMMUNITY LEADERS. ONE OF THESE WORKSHOPS INCREASED KNOWLEDGE OF THE FORM 990, AND ENHANCED THEIR ABILITY TO USE IT AS A STRATEGIC MARKETING TOOL. TURRELL FUND ALSO SUPPORTED MULTIPLE STRATEGIC PROJECTS, INCLUDING A CONVENING ON ADVERSE CHILDHOOD EXPERIENCES IN NEW JERSEY. HEALTHYSTEPS, SAFE BABIES AND REIMAGINE CHILD CARE, ARE PUBLIC AWARENESS INITIATIVES THAT EDUCATES KEY DECISION MAKERS AND THE GENERAL PUBLIC ON THE IMPORTANCE OF EARLY CHILDHOOD CONTINUES TO BE A MAJOR INITIATIVE. THESE INITIATIVES CONTINUE TO BE CARRIED OUT IN PARTNERSHIPS WITH ADVOCATES FOR CHILDREN OF NEW JERSEY, CAUCUS EDUCATIONAL CORPORATION AND PASSAIC COUNTY COURT APPOINTED SPECIAL ADVOCATES.FINALLY, TURRELL FUND STAFF MEMBERS SPEND TIME OFFERING CAPACITY BUILDING AND TECHNICAL ASSISTANCE TO GRANTEES AND NONPROFITS, HELPING THEM OVERCOME THE BARRIERS THEY FACE AS THEY SERVICE CHILDREN AND FAMILIES. EXAMPLES OF ASSISTANCE INCLUDE STRATEGIC PLANNING, AND FUNDRAISING SUPPORT.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt72064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8310647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt97790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt116463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12175824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-21191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14447567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01533699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1107837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2293425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt328447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4765430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51110886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6954566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt72064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8310647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt97790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt116463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12175824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-21191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14447567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05729976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1447567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALES OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WTC-CTF GLOBAL BOND OPPS US 1-10 YEAR TIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2STRATEGIC GLOBAL EQUITY TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3STRATEGIC EMERGING MARKETS EQUITY TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4STRATEGIC DEV MKTS EX US EQ TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SSGA S&P GSCI ( R ) NL CTF (CM1Z)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6STRATEGIC PRIVATE EQUITY FUND V LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7STRATEGIC ACTIVE CREDIT TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8STRATEGIC U.S. EQUITY TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9HARRISON STREET CORE PROPERTY FUND, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10BAYVIEW OPPORTUNITY OFFSHORE VI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ITALIAN REAL ESTATE SPECIAL SITUATIONS II FEEDER LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12STRATEGIC FUNDS SPC ALPHA SEGREGATED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13TCW DIRECT LENDING VII LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05723509
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1324796
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt013852978
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0130216837
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0117688655
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0130216837
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05917252
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05916801
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05917252
IRS990PF/DistributableAmountGrp/IncomeTaxAmt03367
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06056097
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0451
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0135929
IRS990PF/DistributableAmountGrp/TotalTaxAmt0139296
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt017583
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0123512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt030000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0135929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt017583
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0135929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0135929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0153512
IRS990PF/FMVAssetsEOYAmt0130313132
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt01575
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt01579
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt01579
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0117688655
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0130216837
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03804087
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0100795
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0100795
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0107610745
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0118859070
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0118859070
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0169940
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt096295
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02907435
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04272493
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04272493
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0117858595
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0130313132
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0130313132
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0169940
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt096295
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0117858595
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0130313132
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0117688655
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0130216837
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03534253
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt07078695
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt07078695
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0122966431
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03745579
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0119216352
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01844496
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04500
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06056097
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0121121935
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0122966431
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt050.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt150.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt230.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt350.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0154500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt188000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt282275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt351000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt036279
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt121272
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt210754
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt316144
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt012000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0EVAN DELGADO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1MADISON MCHUGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2STANLEY T CARROLL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3ANDRES MONCLUT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0VICE PRESIDENT OF PR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1DIRECTOR OF OPERATIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2IMPLEMENTATION SPECI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3DIRECTOR OF SYSTEMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt021 VAN VLECK STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt121 VAN VLECK STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt221 VAN VLECK STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt321 VAN VLECK STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0MONTCLAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1MONTCLAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2MONTCLAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3MONTCLAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd007042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd107042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd207042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd307042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0STRATEGIC INVESTMENT GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1NORTHEAST TECHNOLOGY SUPPORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2BNY MELLON ASSET SERVICING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3THE MONTCLAIR FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4HORIZON BLUE CROSS BLUE SHIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0437820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1150856
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2132312
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt395153
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt484542
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0OCIO/INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1IT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2CUSTODIAL SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3RENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4MEDICAL INSURANCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01001 19 STREET NORTH 16TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt132 EKLUND BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2500 GRANT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt321 VAN VLECK STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt4P O BOX 10130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0ARLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1NESCONSET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2PITTSBURGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3MONTCLAIR

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,313,132
Liabilities
$96,295
Net assets
$130,216,837
Revenue
$5,785,897
Expenses
$7,110,693
Net income
-$1,324,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$120$0.41$120$4.42$7.40$2.98
2023Detailed filing. Detailed filing data is available for this year.$116$0.00$116$6.64$7.30$0.66
2022Detailed filing. Detailed filing data is available for this year.$112$0.32$112$1.47$7.23$5.76
2021Detailed filing. Detailed filing data is available for this year.$130$0.10$130$5.79$7.11$1.32
2020Detailed filing. Detailed filing data is available for this year.$118$0.17$118$3.82$7.02$3.20
2019Detailed filing. Detailed filing data is available for this year.$110$0.11$110$4.56$6.82$2.26
2015Summary only. Only limited summary data is available for this year.$106$0.00$3.28$6.18$2.89
2014Summary only. Only limited summary data is available for this year.$115$0.00$6.04$6.10$0.06
2013Summary only. Only limited summary data is available for this year.$119$0.00$7.73$5.62$2.11
2012Summary only. Only limited summary data is available for this year.$109$0.00$2.00$6.11$4.11
2011Summary only. Only limited summary data is available for this year.$100$0.00$4.10$5.25$1.14