NEWARK, NJ
Victoria Foundation Inc.
Quick Facts
- EIN
- 221554541
- Location
- NEWARK, NJ
- Category
- General
- Total Assets
- $334.7M
- Annual Income
- $81.9M
- IRS Ruling Year
- 1936
About This Foundation
Victoria Foundation Inc. is a private foundation based in NEWARK, NJ. The foundation received its IRS ruling in 1936. It holds total assets of $334.7M. Annual income is reported at $81.9M.
View 990 FilingsFinancial Overview
Total Giving
$15.3M
2023-3%
Total Assets
$304.9M
2023+6%
Fair Market Value
$304.9M
2023
Net Worth
$304.9M
2023
Grants Paid
$11.5M
2023
Contributions
$0
2023
Net Investment Income
$6.9M
2023
Distribution Amount
$14.3M
2023
Total Giving by Year
$11.1M
11$11.2M
12$13.2M
13$14.1M
14$8.8M
15$14M
19$15.5M
20$16.9M
21$15.8M
22$15.3M
23Asset Growth
$196.8M
11$207.7M
12$242.1M
13$242M
14$249.3M
15$285.3M
19$303.3M
20$335.4M
21$287M
22$304.9M
23Investment Portfolio (2023)
Total: $222.3M
Corporate Stock: $204.7M
Corporate Bonds: $5.3M
Government Obligations: $12.3M
Other Investments: $79.5M
Cash: $100
Corporate Stock (68%)
Corporate Bonds (2%)
Government Obligations (4%)
Other Investments (26%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$11.5M
Pension & Benefits$484K
Officer Compensation$395K
Occupancy$123K
Travel & Conferences$69K
Accounting Fees$37K
Legal Fees$14K
Revenue Sources (2023)
- Dividends
- $5.6M
- Capital Gains (Net)
- $2.1M
- Other Income
- $19K
Financial Details (2023)
- Total Revenue
- $7.6M
- Total Expenses
- $15.3M
- Exempt Purpose Expenses
- $14.5M
- Required Distribution
- $14.3M
- Undistributed Income
- $0
- Grants Approved (Future)
- $4.5M
- Total Liabilities
- $1
- Excise Tax
- $96K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica