Jader Trust 4
- Assets
- $1.1b
- Revenue
- $157.4m
- Investments
- $922.2m
- Employees
- 0
- Location
- New York, NY
- Founding
- 05/1961
- Data as of
- 12/2021
- 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. Jader Trust 4 is a 501(c)(4) and as such, is described as a "Civic League, Social Welfare Organization, and Local Association of Employees" by the IRS.
For the year ending 12/2021, Jader Trust 4 generated $157.4m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 30.6% each year . All expenses for the organization totaled $42.2m during the year ending 12/2021. While expenses have increased by 9.5% per year over the past 7 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
2021
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 |
|---|---|---|
Windmill Hill Asset Management Limited Investment Administration | 12/30/21 | $3,258,790 |
Yad Hanadiv Cc Grant Management | 12/30/21 | $3,023,602 |
Mithril Capital Management Llc Investment Management | 12/30/21 | $433,665 |
Vida Ventures Investment Management | 12/30/21 | $593,331 |
Andreessen Horowitz Lsv Fund Ii-q Investment Management | 12/30/21 | $245,533 |
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 | $3,743,184 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $154,304,963 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $157,383,970 |
| 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 | $33,042,935 |
| 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 | $2,043 |
| Fees for services: Accounting | $38,267 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $4,714,735 |
| 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 | $60,510 |
| Total functional expenses | $42,193,344 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $115,988,273 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $565,111 |
| 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 | $16,069,509 |
| Investments—other securities | $922,228,796 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,054,851,689 |
| Accounts payable and accrued expenses | $151,538 |
| 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 | $1,676,925 |
| Total liabilities | $1,828,463 |
| 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 | $1,053,023,226 |
| Total liabilities and net assets/fund balances | $1,054,851,689 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Luesther T Mertz Charitable Tr New York, NY | $5,999,424 | $2,179,114 |
Harold Grinspoon Foundation Agawam, MA | $968,665,027 | $58,159,410 |
General Professional Liability Lass Fund Trust Agreement Pittsburgh, PA | $165,577,722 | $37,293,555 |
Jader Trust 4 New York, NY | $1,054,851,689 | $157,383,970 |
Rockefeller Family Fund Inc New York, NY | $156,631,848 | $43,772,368 |
Shapiro-Silverberg Foundation New York, NY | $41,665,129 | $24,069,378 |
Hess Philanthropic Fund New York, NY | $231,447,732 | $32,591,174 |
Edith L Trees Charitable Trust Pittsburgh, PA | $351,552,610 | $23,983,044 |
Natural Heritage Trust Albany, NY | $68,314,961 | $23,861,363 |
Hollow Metal Trust Fund New York, NY | $38,290,021 | $12,661,866 |
Halvorsen Family Foundation Greenwich, CT | $235,306,066 | $4,015,208 |
Adp Foundation Roseland, NJ | $23,560,078 | $20,725,290 |