2023-04-26T15:42:11-05:00 2022-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 300 TICE BOULEVARD SUITE 315 WOODCLIFF LAKE NJ 07677 990 2022-01-01 226373226 DR ALVIN R CALMAN PROFESSORSHIP DRAL 9736183230 120 BLOOMFIELD AVENUE CALDWELL NJ 070065310 DR MATTHEW WHELAN TRUSTEE 9736183230 2023-04-26 1 DR MATTHEW WHELAN 999009999 1 GARRETT M HIGGINS P00543209 2017129800 2023-04-26 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR MATTHEW WHELAN 120 BLOOMFIELD AVENUE CALDWELL NJ 070065310 109566 0 X N/A X 1983 NJ THE TRUST PROVIDES FUNDING VIA ENDOWMENT FOR THE ALVIN R. CALMAN ENDOWED CHAIRS FACULTY POSITIONS AT CALDWELL UNIVERSITY. THE SELECTION OF RECIPIENTS FOR THIS HONOR IS BASED ON FACULTY MEMBERS' PRIOR SCHOLARLY ACTIVITY, AS WELL AS THE POTENTIAL FOR CONTINUED HIGH LEVELS OF SCHOLARLY ACTIVITY. 2 0 0 2 0 0 0 189 0 0 100341 62231 0 0 100341 62420 0 0 0 0 0 0 0 0 0 4391 4193 4391 4193 95950 58227 1888425 1621356 0 32976 1888425 1588380 TO PROVIDE FUNDING FOR THE DR. ALVIN R. CALMAN PROFESSORSHIP AT CALDWELL UNIVERSITY. 0 0 0 0 0 THE EXPENSES FOR THE ADMINISTRATION OF THIS TRUST, ASIDE FROM INVESTMENT MANAGEMENT FEES, ARE A CONTRIBUTION OF SERVICES BY CALDWELL UNIVERSITY, A RELATED ORGANIZATION. THE TRUSTEES, WHO ARE OFFICERS OR EMPLOYEES OF CALDWELL UNIVERSITY DEVOTE THEIR TIME TO THIS TRUST IN A VOLUNTEER CAPACITY. DUE TO THE COVID-19 PANDEMIC RESTRICTIONS, THERE WAS A HIATUS ON CONDUCTING RESEARCH. 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 NJ X KETAN GANDHI 9736183230 120 BLOOMFIELD AVENUE CALDWELL NJ 070065310 KETAN GHANDI CFO 0.01 40.00 X X 0 173456 5512 DR MATTHEW WHELAN TRUSTEE 0.01 40.00 X X 0 344516 53923 0 517972 59435 0 0 1 0 0 189 189 67159 67159 42218 47146 -4928 -4928 -4928 62420 0 0 62231 4193 4193 4193 0 4193 0 120524 152105 1766610 1467834 1291 1417 1888425 1621356 0 32976 0 32976 X 1888425 1588380 1888425 1588380 1888425 1621356 58227 -358272 0 X 0 0 0 X X X 1 CALDWELL UNIVERSITY 221500483 2 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C, LINE 1: CONTROL AND MANAGEMENT OF THE DR. ALVIN R. CALMAN PROFESSORSHIP WAS VESTED IN THE SAME PERSONS THAT CONTROLLED AND MANAGED CALDWELL UNIVERSITY BECAUSE TWO OF THE TRUSTEES ARE OFFICERS OF THE UNIVERSITY, THE PRESIDENT, AND THE VP OF FINANCE. THE OTHER TRUSTEE IS AN ESTEEMED PROFESSOR OF HISTORY AND POLITICAL SCIENCE AT THE UNIVERSITY. 1888425 189 -296041 4193 1588380 1680577 212239 4391 1888425 1518103 224177 58000 3703 1680577 1355182 262585 95000 4664 1518103 1402630 100312 140000 9010 1353932 1.00000 0 0 0 OTHER LIABILITIES 32976 32976 PART V, LINE 4: THE ENDOWMENT PROVIDES FUNDING FOR THE ALVIN B. CALMAN ENDOWED CHAIRS FACULTY POSITIONS AT CALDWELL UNIVERSITY. 0 0 0 0 0 0 0 0 0 DR MATTHEW WHELAN TRUSTEE 0 334000 0 0 0 10516 0 10632 0 43291 0 398439 0 0 KETAN GHANDI CFO 0 172847 0 0 0 609 0 5512 0 0 0 178968 0 0 FORM 990, PART VI, SECTION A, LINE 8A THE TRUSTEES OF THE ORGANIZATION DO NOT HOLD FORMAL MEETINGS, AND THERE ARE NO COMMITTEES WITHIN THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THE TRUSTEES OF THE ORGANIZATION DO NOT HOLD FORMAL MEETINGS, AND THERE ARE NO COMMITTEES WITHIN THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT 120 BLOOMFIELD AVENUE, CALDWELL, NJ 07006-6195. CALDWELL UNIVERSITY INC 120 BLOOMFIELD AVENUE CALDWELL NJ 07006 221500483 EDUCATIONAL ORGANIZATION NJ 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0