2024-11-13T12:52:23-06:00 2023-12-31 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990PF 2023-01-01 232120614 THE CHARLOTTE W NEWCOMBE FOUNDATION CHAR 6099247022 35 PARK PLACE PRINCETON NJ 085426918 GIANNA DURSO-FINLEY EXECUTIVE DIRECTOR 6099247022 2024-11-15 1 1 MATTHEW MULLINS P02296867 6096899700 2024-11-13 2023 2024-10-15 13:58:12Z X 49813598 X X 62 62 420603 858421 30000 30000 11476 639427 536035 5005493 1852966 6095585 3277484 220000 57000 163000 107086 10709 96377 21544 4178 17366 62510 31255 31255 422685 561286 31726 82273 56139 40969 17268 24821 12411 38458 6170 32288 36666 0 36666 10125 111500 9852 1000034 917751 435798 2317616 2322615 3317650 917751 2758413 2777935 2359733 230931 186761 186761 3560594 627517 627517 871878 604601 292098 267277 1524279 41381790 46060884 46060884 342932 1414157 1414157 45808345 48556596 49813598 38197 37470 901526 900022 939723 937492 X 44868622 47619104 44868622 47619104 45808345 48556596 44868622 2777935 0 47646557 27453 47619104 ACADIAN K-1 (EIN # 20-0075649) P 2006-12-31 2023-12-31 -35992 -35992 ADAGE CAPITAL PARTNERS K-1 (EIN # 04-3574590) P 2008-10-01 2023-12-31 -2098 -2098 AG REALTY FUND IX K-1 (EIN # 47-1483532) P 2014-07-01 2023-12-31 -83789 -83789 AG REALTY FUND X K-1 (EIN #82-4343654 ) P 2019-12-31 2023-12-31 72455 72455 WGI EMERGING MARKETS K-1 (EIN # 20-3377269) P 2015-06-30 2023-12-31 15914 15914 FUNDSMITH SUSTAINABLE EQUITY FUND, LP K-1 (EIN # 37-1913764) P 2020-09-30 2023-12-31 -43835 -43835 GENERATION IM ASIA FUND, LP K-1 (EIN #27-4757414) P 2020-06-30 2023-12-31 -142323 -142323 WELLINGTON MANAGEMENT COMPANY LP (EIN #30-0835489) P 2001-06-01 2023-12-31 41514 41514 FARRALON CAPITAL F5 (EIN #98-1248159) P 2020-01-01 2023-12-31 62653 62653 FORESTER OFFSHORE P 2022-01-01 2023-12-31 364458 364458 NYES LEDGE CAPITAL OFFSHORE P 2022-01-01 2023-12-31 274969 274969 IMPACTIVE CAPITAL FUND LTD. (FROM PFIC STMT) P 2022-01-01 2023-12-31 12109 12109 536035 32800 0 32800 0 32800 84002 0 0 0 84002 0 51202 51202 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 WWW.NEWCOMBEFOUNDATION.ORG GIANNA DURSO-FINLEY 6099247022 35 PARK PLACE PRINCETON NJ 085426918 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DALE R ANGLIN 35 PARK PL PRINCETON NJ 085426918 TRUSTEE 2.00 8000 0 0 ELIZABETH T FRANK 35 PARK PL PRINCETON NJ 085426918 TRUSTEE 2.00 8000 0 0 LOUISE U JOHNSON 35 PARK PL PRINCETON NJ 085426918 TRUSTEE 2.00 8000 0 0 J BARTON LUEDEKE 35 PARK PL PRINCETON NJ 085426918 TRUSTEE 2.00 8000 0 0 GIANNA DURSO-FINLEY 35 PARK PL PRINCETON NJ 085426918 EXECUTIVE DIRECTOR 40.00 180000 13500 0 JOHN BOWLIN 35 PARK PL PRINCETON NJ 085426918 TRUSTEE 2.00 8000 0 0 LINDSEY G BOHRA 35 PARK PLACE PRINCETON NJ 085426918 ASSOC. EXEC DIR. 40.00 107086 8031 0 0 PRIME BUCHHOLZ LLC 273 CORPORATE DRIVE SUITE 250 PORTSMOUTH NH 03801 CONSULTANTS 63950 0 EDUCATIONAL ACTIVITIES INCLUDING THE NEWCOMBE CONFERENCE. 15269 0 44052332 2552549 1524279 48129160 0 0 48129160 721937 47407223 2370361 2370361 32800 32800 2337561 0 2337561 0 2337561 2758413 0 2758413 2337561 0 0 296881 489558 354367 1140806 2758413 0 0 0 2337561 420852 0 0 1561658 0 0 0 0 0 0 296881 1264777 489558 354367 420852 GIANNA DURSO-FINLEY 35 PARK PL PRINCETON NJ 08542 6099247022 INFO@NEWCOMBEFOUNDATION.ORG SEE STATEMENT 14 SEE STATEMENT 15 SEE STATEMENT 16 ALVERNIA UNIVERSITY 400 ST BERNARDINE STREET READING PA 19607 NONE PC MATURE STUDENTS SCHOLARSHIPS 10000 BARUCH COLLEGE ONE BERNARD BARUCH WAY NEW YORK NY 10010 NONE PC MATURE STUDENTS SCHOLARSHIPS 37500 BROOKLYN COLLEGE FOUNDATION 2900 BEDFORD AVE BROOKLYN NY 11210 NONE PC SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 25000 CABRINI UNIVERSITY 610 KING OF PRUSSIA RD RADNOR PA 19087 NONE PC SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 25000 CEDAR CREST COLLEGE 100 COLLEGE DR ALLENTOWN PA 18104 NONE PC MATURE STUDENTS SCHOLARSHIPS 45000 CHATHAM UNIVERSITY ONE WOODLAND ROAD PITTSBURGH PA 15232 NONE PC MATURE STUDENTS SCHOLARSHIPS 25000 COLUMBIA UNIVERSITY 408 LEWISOHN HALL NEW YORK NY 10027 NONE PC SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 50000 CUNY SCHOOL OF PROFESSIONAL STUDIES 119 W 31ST ST NEW YORK NY 10001 NONE PC MATURE STUDENTS SCHOLARSHIPS 50000 DELAWARE VALLEY UNIVERSITY 700 E BUTLER AVENUE DOYLESTOWN PA 18901 NONE PC SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 25000 FAIRLEIGH DICKINSON 100 RIVER ROAD TEANECK NJ 07666 NONE PC SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 40000 GALLAUDET UNIVERSITY 800 FLORIDA AVE NE WASHINGTON DC 20002 NONE PC SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 32000 GEORGIA STATE UNIVERSITY 33 GILMER STREET SE ATLANTA GA 30303 NONE PC MATURE STUDENTS SCHOLARSHIPS 50000 GWYNEDD-MERCY UNIVERSITY SUMNEYTOWN PIKE GWYNEDD VALLEY PA 19437 NONE PC MATURE STUDENTS SCHOLARSHIPS 40000 KEAN UNIVERSITY FOUNDATION 1000 MORRIS AVE UNION NJ 07083 NONE PC MATURE STUDENTS SCHOLARSHIPS 35000 MISERICORDIA UNIVERSITY 301 LAKE ST DALLAS PA 18612 NONE PC MATURE STUDENTS SCHOLARSHIPS 20000 MONMOUTH UNIVERSITY 400 CEDAR AVENUE WEST LONG BRANCH NJ 07764 NONE PC MATURE STUDENTS SCHOLARSHIPS 40000 MORGAN STATE UNIVERSITY 1700 E COLD SPRING LN BALTIMORE MD 21251 NONE PC MATURE STUDENTS SCHOLARSHIPS 50000 MT ALOYSIUS COLLEGE 7373 ADMIRAL PEARY HWY CRESSON PA 16630 NONE PC MATURE STUDENTS SCHOLARSHIPS 20000 MUHLENBERG COLLEGE 2400 CHEW ST ALLENTOWN PA 18104 NONE PC MATURE STUDENTS SCHOLARSHIPS 30000 NEW JERSEY CITY UNIVERSITY 2039 JOHN F KENNEDY BLVD W JERSEY CITY NJ 07035 NONE PC MATURE STUDENTS SCHOLARSHIPS 50000 NOTRE DAME OF MARYLAND UNIVERSITY 4701 NORTH CHARLES STREET BALTIMORE MD 21210 NONE PC MATURE STUDENTS SCHOLARSHIPS 15000 PEIRCE UNIVERSITY 1420 PINE ST PHILADELPHIA PA 19102 NONE PC MATURE STUDENTS SCHOLARSHIPS 35000 PENN STATE ABINGTON 1600 WOODLAND ROAD ABINGTON PA 19001 NONE PC MATURE STUDENTS SCHOLARSHIPS 40000 PENN STATE UNIVERSITY 201 OLD MAIN UNIVERSITY PARK PA 16802 NONE PC SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 65000 RIDER UNIVERSITY 2083 LAWRENCEVILLE RD LAWRENCEVILLE NJ 08648 NONE PC MATURE STUDENTS SCHOLARSHIPS 35000 RUTGERS UNIVERSITY - NEWARK 195 UNIVERSITY AVE NEWARK NJ 07102 NONE PC MATURE STUDENTS SCHOLARSHIPS 60000 SAINT JOSEPH'S UNIVERSITY 5600 CITY LINE AVE PHILADELPHIA PA 19131 NONE PC MATURE STUDENTS SCHOLARSHIPS 25000 SAINT PETER'S UNIVERSITY 2641 JOHN F KENNEDY BLVD JERSEY CITY NJ 07306 NONE PC SPECIAL SCHOLARSHIP ENDOWMENT 50000 TEMPLE UNIVERSITY BROAD MONTGOMERY ST PHILADELPHIA PA 19122 NONE PC SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 25000 THE INSTITUTE FOR CITIZENS AND SCHOLARS PO 5281 PRINCETON NJ 08543 NONE PC DOCTORAL FELLOWSHIPS AND SCHOLARSHIPS 850116 THOMAS EDISON STATE UNIVERSITY FOUNDATION 111 W STATE ST TRENTON NJ 08608 NONE PC MATURE STUDENTS SCHOLARSHIPS 60000 TOWSON UNIVERSITY FOUNDATION 8000 YORK ROAD TOWSON MD 21252 NONE PC MATURE STUDENTS SCHOLARSHIPS 40000 UNIVERSITY MARYLAND COLLEGE PARK 8400 BALTIMORE AVE STE 200 COLLEGE PARK MD 20740 NONE PC MATURE STUDENTS SCHOLARSHIPS 33000 UNIVERSITY OF BALTIMORE 1130 N CHARLES ST BALTIMORE MD 21201 NONE PC MATURE STUDENTS SCHOLARSHIPS 35000 UNIVERSITY OF MARYLAND - UNIVERSITY COLLEGE 6900 GEORGIA AVE MW WASHINGTON DC 20307 NONE PC MATURE STUDENTS SCHOLARSHIPS 30000 UNIVERSITY OF MARYLAND BALTIMORE COUNTY 1000 HILLTOP CIRCLE BALTIMORE MD 21250 NONE PC MATURE STUDENTS SCHOLARSHIPS 30000 VILLANOVA UNIVERSITY 800 E LANCASTER AVE VILLANOVA PA 19085 NONE PC SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 25000 WILSON COLLEGE 1025 PHILADELPHIA AVE CHAMBERSBURG PA 17201 NONE PC MATURE STUDENTS SCHOLARSHIPS 25000 YORK COLLEGE 441 COUNTRY CLUB RD YORK PA 17403 NONE PC SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 20000 PENN COLLEGE OF TECHNOLOGY 1 COLLEGE AVE WILLIAMSPORT PA 17701 NONE PC MATURE STUDENTS SCHOLARSHIPS 50000 MOUNT ST MARY'S 16300 OLD EMMITSBURG ROAD EMMITSBURG MD 21727 NONE PC SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 25000 MONTCLAIR STATE 1 NORMAL AVE MONTCLAIR NJ 07043 NONE PC SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 50000 2322616 0 14 62 14 420603 16 11476 18 5644920 18 0 0 6077061 0 6077061 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 62510 31255 31255 NJ DOES NOT WANT A COPY OF FORM 990PF FILED WITH THE ATTORNEY GENERAL WHEN NO PUBLIC CONTRIBUTIONS ARE SOLICITED. FORM 990-PF, PART XV, 2B THE FORM IN WHICH APPLICATIONS SHOULD BE SUBMITTED AND INFORMATION AND MATERIALS THEY SHOULD INCLUDE : COLLEGES & UNIVERSITIES INTERESTED IN NEWCOMBE SCHOLARSHIPS MAY WRITE OR PHONE THE FOUNDATION'S OFFICE; APPLICATION PROCEDURES WILL BE EXPLAINED. APPLICATION FOR NEWCOMBE SCHOLARSHIPS FOR MATURE STUDENTS OR FOR NEWCOMBE SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES REQUIRES COMPLETION OF INFORMATION FORMS AND SUBMISSION OF A REQUEST FOR FUNDING THAT EXPLAINS SERVICES PROVIDED TO SUCH STUDENTS,ADMINISTRATION ARRANGEMENTS FOR THE PROPOSED SCHOLARSHIP GRANT, AND ANY MATCHING FUNDING THE COLLEGE OR UNIVERSITY WOULD PROVIDE TO AUGMENT THE NEWCOMBE FUNDING OR TO BUILD AN ENDOWED SCHOLARSHIP FUND TO BENEFIT THESE STUDENTS. NOTE GEOGRAPHICAL RESTRICTIONS IN STATEMENT 17. IN EVERY CASE, A COPY OF THE INSTITUTION'S LETTER OF EXEMPT STATUS UNDER IRS CODE MUST ACCOMPANY THE APPLICATION AND THE INSTITUTION'S EMPLOYER IDENTIFICATION NUMBER (EIN) MUST BE FURNISHED. APPLICATION FOR NEWCOMBE DOCTORAL DISSERTATION FELLOWSHIPS IN ETHICS AND RELIGION MUST BE MADE TO THE INSTITUTE FOR CITIZENS AND SCHOLARS, WHICH HANDLES SELECTION OF FELLOWS AND ADMINISTRATION OF THIS DOCTORAL DISSERTATION FELLOWSHIP PROGRAM.CONTACT:NEWCOMBE DOCTORAL DISSERTATION FELLOWSHIPSTHE INSTITUTE FOR CITIZENS AND SCHOLARSCN 5281PRINCETON, NJ 08543-5281609-452-7007 FORM 990-PF, PART XV, 2C ANY SUBMISSION DEADLINES:APPLICATION MATERIAL FOR SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES AND FOR MATURE STUDENTS IS AVAILABLE FOR COLLEGES & UNIVERSITIES FROM MID-JUNE TO MID-SEPTEMBER WITH A NOVEMBER 1ST DEADLINE FOR NEW APPLICATIONS; GRANTS ARE ANNOUNCED IN MAY. THE INSTITUTE FOR CITIZENS AND SCHOLARS MAKES NEWCOMBE FELLOWSHIP MATERIALS AVAILABLE UNTIL NOVEMBER 1ST; APPLICATIONS MUST BE COMPLETED BY NOVEMBER 15TH; FELLOWSHIP AWARDS ARE ANNOUNCED IN APRIL. FORM 990-PF, PART XV, 2D ANY RESTRICTIONS OR LIMITATIONS ON AWARDS :ALL GRANTS OF THE NEWCOMBE FOUNDATION ARE FOR SCHOLARSHIPS OR DOCTORAL FELLOWSHIPS IN THE PROGRAMS LISTED ABOVE. GRANTS ARE ONLY MADE TO COLLEGES, UNIVERSITIES, OR FOUNDATIONS. NO GRANTS ARE MADE TO INDIVIDUALS. NO MONEY IS AVAILABLE FOR PROGRAM DEVELOPMENT, STAFFING OR GENERAL SUPPORT. NO FUNDS ARE AWARDED FOR POST-DOCTORAL WORK. NEWCOMBE FOUNDATION GRANTS ARE MADE IN THREE PROGRAMS WITH THE FOLLOWING RESTRICTIONS:(1) NEWCOMBE DOCTORAL DISSERTATION FELLOWSHIPS: UP TO 30 NEWCOMBE FELLOWS ARE SELECTED ANNUALLY IN A NATIONAL COMPETITION. DOCTORAL DEGREE CANDIDATES WHOSE WORK FOCUSES ON ETHICS AND RELIGION MAY APPLY TO THE INSTITUTE FOR CITIZENS AND SCHOLARS (ADDRESS ABOVE). SUPPORT IS LIMITED TO ONE YEAR.(2) NEWCOMBE SCHOLARSHIPS FOR MATURE STUDENTS TEND TO BE RESTRICED GEOGRAPHICALLY TO COLLEGES AND UNIVERSITIES IN PA, NJ, MD, DE, DC AND NY CITY. NO GRANTS ARE MADE IN THIS PROGRAM TO TWO-YEAR COLLEGES, PUBLIC OR PRIVATE, OR TO THEOLOGICAL SEMINARIES APPLICANT COLLEGES MUST OFFER GOOD SUPPORTIVE SERVICES TO MATURE STUDENTS.(3) NEWCOMBE SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES TEND TO BE RESTRICTED GEOGRAPHICALLY TO COLLEGES & UNIVERSITIES IN PA, NJ, MD, DE, DC AND NY CITY. NO GRANTS ARE MADE IN THIS PROGRAM TO TWO YEAR COLLEGES, PUBLIC OR PRIVATE. APPLICANT COLLEGES MUST OFFER GOOD SUPPORTIVE SERVICES TO STUDENTS WITH DISABILITIES. ACADIAN INTL SMALL CAP FUND AT COST 1923838 1923838 ADAGE CAPITAL PARTNERS AT COST 5390821 5390821 AG CORE PLUS REALTY II AT COST 1114 1114 AG REALTY FUND IX AT COST 547835 547835 AG REALTY FUND X AT COST 1342822 1342822 COMUNIDAD SIMFA AT COST 373365 373365 DODGE & COX GLOBAL FUND AT COST 2273174 2273174 FARALLON CAPITAL F5 AT COST 2323933 2323933 FORESTER OFFSHORE AT COST 845782 845782 FUNDSMITH SUSTAINABLE EQUITY AT COST 1954821 1954821 GENERATION IM AT COST 2869977 2869977 MAP HERITAGE AT COST 1411895 1411895 NYES LEDGE CAPITAL AT COST 746425 746425 VANGUARD DEV MARKETS INDEX AT COST 2181744 2181744 VANGUARD EXTD MKT IDX AT COST 1520048 1520048 VANGUARD FT SE SOCIAL INDEX AT COST 6773642 6773642 VANGUARD IT GOVT BOND INDEX AT COST 1137794 1137794 VANGUARD ST IPS AT COST 3541849 3541849 WESTWOOD WGI EMERGING MKTS AT COST 2600465 2600465 AG REALTY FUND XI AT COST 195966 195966 CLIMATE ADAPTIVE AT COST 551478 551478 NB SECONDARY OPPORTUNITIES OFFSHORE FUND V LP AT COST 424476 424476 OBVIOUS VENTURES AT COST 232786 232786 WELLINGTON AT COST 2416205 2416205 IMPACTIVE CAPITAL FUND AT COST 1222585 1222585 SUMMIT PARTNERS SUSTAINABLE PARTNERS AT COST 1256044 1256044 PREPAID EXPENSES AND OTHER CURRENT ASSETS 11310 12621 12621 DUE FROM BROKER 195121 1287620 1287620 EXCISE TAX PREPAID 136501 113916 113916 PRIOR PERIOD ADJUSTMENT - AUDIT ADJUSTMENT FOR FEDERAL EXCISE TAXES 27453 OFFICE SUPPLIES 347 0 347 INSURANCE 2072 0 2072 PAYROLL PROCESSING 1092 273 819 COMPUTER EXPENSE 3001 0 3001 OTHER 100 0 100 POSTAGE 207 0 207 TELEPHONE 3306 0 3306 ROYALTY EXPENSES THRU K-1S 0 111227 0 UNREALIZED GAINS/LOSS ON INVESTMENTS 1819910 0 1819910 PARTNERSHIP INCOME (LOSS) 3185583 1852966 3185583 OTHER PROFESSIONAL FEES 95676 63950 31726 INVESTMENT ADVISOR FEES 327009 497336 0 PAYROLL TAXES 21327 4058 17268 FOREIGN TAXES 0 36911 0 EXCISE TAX 34812 0 0