Jader Trust 4
- Assets
- $857.4m
- Revenue
- $57.6m
- Investments
- $593.3m
- Employees
- 0
- Location
- New York, NY
- Founding
- 05/1961
- Data as of
- 12/2019
- EIN
- 51-0099477
Organization Overview
Jader Trust 4 is located in New York, NY. The organization was established in 1961. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 12/2019, Jader Trust 4 generated $57.6m in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 18.8% each year . All expenses for the organization totaled $28.9m during the year ending 12/2019. While expenses have increased by 5.3% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2019
Describe the Organization's Mission:
Part 3 - Line 1
PROMOTION OF SOCIAL WELFARE
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS AND ALLOCATIONS FOR EDUCATIONAL, CULTURAL, RELIGIOUS AND SOCIAL WELFARE PURPOSES AS PER ATTACHED SCHEDULES
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Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Yad Hanadiv Cc Grant Administration | 12/30/19 | $2,872,188 |
Windmill Hill Asset Management Limited Investment Administration | 12/30/19 | $1,709,352 |
Vida Ventures Investment Management | 12/30/19 | $488,958 |
Mithril Capital Management Llc Investment Management | 12/30/19 | $361,024 |
Reverence Capital Investment Management | 12/30/19 | $348,933 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $5,552,432 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $52,263,076 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $57,591,155 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $22,326,286 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $3,058 |
| Fees for services: Accounting | $31,944 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $3,260,751 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | -$82,611 |
| Total functional expenses | $28,895,066 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $33,923,800 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $2,622,292 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $227,482,974 |
| Investments—other securities | $593,342,136 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $857,371,202 |
| Accounts payable and accrued expenses | $179,174 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $307,839 |
| Total liabilities | $487,013 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $856,884,189 |
| Total liabilities and net assets/fund balances | $857,371,202 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Stanley Fund For The Broad Institute Cambridge, MA | $81,471,359 | $85,917,918 |
General Professional Liability Lass Fund Trust Agreement Pittsburgh, PA | $178,480,845 | $89,384,733 |
Harold Grinspoon Foundation Agawam, MA | $732,046,374 | $140,045,460 |
Luesther T Mertz Charitable Tr New York, NY | $94,333,964 | $6,968,264 |
Jader Trust 4 New York, NY | $857,371,202 | $57,591,155 |
Natural Heritage Trust Albany, NY | $54,635,384 | $15,617,013 |
Adp Foundation Roseland, NJ | $19,002,018 | $12,363,349 |
Hess Philanthropic Fund New York, NY | $0 | $19,771,649 |
Bam Endowment Trust Brooklyn, NY | $92,803,010 | $1,747,845 |
Lynch Foundation Boston, MA | $0 | $15,065,406 |
Hollow Metal Trust Fund New York, NY | $39,825,945 | $11,191,842 |
Halvorsen Family Foundation Greenwich, CT | $0 | $2,624,910 |