AMERICAN FRIENDS OF THE TEL AVIV UNIVERSITY INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN FRIENDS OF THE TEL AVIV UNIVERSITY INC (EIN 13-1996126)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-05-14
- IRS object ID
- 202441359349310624
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T15:37:38-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 Avenue of the Americas 1200 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131996126 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Friends of Tel Aviv University | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ARI WEIN | InCareOfNm |
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2127429070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 West 40th Street Fl 8 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARI WEIN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2127429070 | PhoneNum |
| Signature | 2024-04-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARI | PersonFirstNm |
| Person Last | WEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Shapiro | PreparerPersonNm |
| PTIN | P01333816 | PTIN |
| Phone | 2128674000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ARI WEIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 West 40th Street Fl 8 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $49,351,735 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AFTAU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | DEVELOPMENT AND ADVANCEMENT OF HIGHER EDUCATION, RESEARCH AND TRAINING IN ALL BRANCHES OF KNOWLEDGE IN ISRAEL AND ELSEWHERE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 43 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $49,486,626 | PYContributionsGrantsAmt |
| CY Contributions Grants | $34,142,824 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $908,466 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $973,368 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,197,214 | PYInvestmentIncomeAmt |
| CY Investment Income | $932,290 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$222,875 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $55,369,431 | PYTotalRevenueAmt |
| CY Total Revenue | $36,048,482 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $36,664,394 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $33,266,095 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,738,067 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,993,084 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,955,576 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,152,431 | PYOtherExpensesAmt |
| CY Other Expenses | $2,459,451 | CYOtherExpensesAmt |
| PY Total Expenses | $43,554,892 | PYTotalExpensesAmt |
| CY Total Expenses | $40,718,630 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,814,539 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,670,148 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $101,819,662 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,437,486 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,316,990 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,166,067 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $96,502,672 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $99,271,419 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AMERICAN FRIENDS OF TEL AVIV UNIVERSITY (AFTAU) RAISES AWARENESS AND FUNDS TO SUPPORT TEL AVIV UNIVERSITY (TAU) AND ADVANCE ITS THREE-PART MISSION OF EDUCATION, RESEARCH AND COMMUNITY BUILDING IN THE US. AFTAU SHARES THE INNOVATIVE WORK THE UNIVERSITY CONTRIBUTES TO THE WORLD AND BUILDS BRIDGES BETWEEN THE US AND ISRAEL. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $18,780,113 | ExpenseAmt |
| Grant | $18,079,323 | GrantAmt |
| Revenue | $973,368 | RevenueAmt |
| Desc | RESEARCH IN MANY DIFFERENT AREAS INCLUDING PARKINSON'S, ALZHEIMERS'S, AND CANCER. FACULTY RECRUITMENT FOSTERS UNDERSTANDING AND OPENS NEW LINES OF COMMUNICATION AND DIALOGUE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,646,772 | ExpenseAmt |
| Grant | $14,646,772 | GrantAmt |
| Desc | SCHOLARSHIPS, FELLOWSHIPS, CONSTRUCTION MONIES AND GENERAL DONATION FOR HIGHER EDUCATION: HAVE ENABLED THOUSANDS OF STUDENTS TO STUDY AT TAU. DIRECTED GIFTS IN SUPPORT OF SPECIFIC FACULTIES AT TAU ALLOWED THE UNIVERSITY TO MAINTAIN ITS HIGH STANDARDS. DEDICATED GIFTS FUNDED THE CONSTRUCTION OF NEW AND/OR UPDATED DENTAL SCHOOL FACILITIES, PRESIDENTIAL SCHOLARSHIPS, YIDDISH LANGUAGE STUDIES, GENERAL SCHOLARSHIPS, THE BUSINESS SCHOOL, FACULTY RECRUITMENT, SUPPORT OF THE INSTITUTE FOR STRATEGIC STUDIES, CONFLICT RESOLUTION WORKSHOPS, CONSTRUCTION OF NEW DORMS TO ACCOMODATE THE GROWING STUDENT BODY, THE MINERVA CENTER OF THE HUMANITIES, STUDENT SERVICES AND THE CONSTRUCTION OF ISRAEL'S FIRST MUSEUM DEDICATED TO HOUSING ISRAEL'S LARGEST COLLECTION OF NATURAL HISTORY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $540,000 | ExpenseAmt |
| Grant | $540,000 | GrantAmt |
| Desc | SCIENTIFIC RESEARCH AND COMPUTER SCIENCE: AFTAU RECEIVES DESIGNATED SUPPORT FOR TOP TIER SCIENTIFIC RESEARCH BEING PERFORMED AT TAU. RESEARCH IN CANCER, ALZHEIMERS, PARKINSON'S, ALS, ORPHAN DISEASES, DRUG DISCOVERY, AND WORLD FOOD SUPPLY ISSUES. ADDITIONALLY, CUTTING EDGE RESEARCH IN NANOSCIENCE, BIO-CYBERNETICS, CYBER SECURITY AND RESEARCH, ALTERNATIVE ENERGY AND OTHER NEXT GENERATION TECHNOLOGIES ARE ALSO BEING PURSUED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $33,966,885 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 33 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARI WEIN | PersonNm |
| Phone | 2127429070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 WEST 40TH STREET FL 8 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Jennifer Gross | |||||||||
| CEO | 38.0 | 0.0 | Yes (X) | Yes (X) | $450,240 | $0 | $17,381 | ||
| Ahron Wein | |||||||||
| CFO | 38.0 | 0.0 | Yes (X) | Yes (X) | $306,931 | $0 | $68,436 | ||
| Julie Lipsett-Singer | |||||||||
| Development Officer | 38.0 | 0.0 | $307,591 | $0 | $45,616 | Yes (X) | |||
| Joanna Naftali | |||||||||
| Associate VP, Midwest Region | 38.0 | 0.0 | $202,461 | $0 | $45,692 | Yes (X) | |||
| Carolyn Steinberg | |||||||||
| Associate VP, North CA Region | 38.0 | 0.0 | $207,549 | $0 | $37,673 | Yes (X) | |||
| Kelly Grunther | |||||||||
| Chief Marketing Officer | 38.0 | 0.0 | $195,375 | $0 | $45,280 | Yes (X) | |||
| Juan Dircie | |||||||||
| South America Rep | 38.0 | 0.0 | $172,818 | $0 | $29,228 | Yes (X) | |||
| Jennifer Young | |||||||||
| Vice President, Planned Giving | 38.0 | 0.0 | $179,804 | $0 | $20,465 | Yes (X) | |||
| Yael Apt | |||||||||
| Associate VP, Southern CA | 38.0 | 0.0 | $169,096 | $0 | $21,666 | Yes (X) | |||
| Garry Rayant | |||||||||
| Chairman | 24.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Michael Shaoul | |||||||||
| Treasurer | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ralph Mandell | |||||||||
| Secretary | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Marc Abramowitz | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ofer Alon | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ricki Alon | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Gil Arie | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lisa Aufzien | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Leslie Benitah | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Yosi Benlevi | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dan Cohn | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Arturo Constantiner | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Phil Darivoff | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Vanessa Elia | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Clement Erbmann | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Kathy Fields-Rayant | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Allen Finkelstein | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Abbie Friedman | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Anita Friedman | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Nomi Ghez | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Maya Kadar Kovalsky | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Harold Kaplan | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Behzad Kianmahd | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Leit | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joan Lessing | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Norman Lipoff | |||||||||
| Director | 1.0 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| Dr Daniel Nazarian | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Noga Niv | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Shira Ronen | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Harvey Rothenberg | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Marc Rothman | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Timothy Schlindwein | |||||||||
| Director | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Miri Segal-Scharia | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Alan Silberstein | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Edith Simchi-Levi | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Steinberger | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Rada Sumareva | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sara Summers | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Aaron Tartakovsky | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Marina Tikhman | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Luba Troyanovsky | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Murray Zucker | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David Lowy | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,191,865 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $331,437 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $34,142,824 | AllOtherContributionsAmt |
| Noncash Contributions | $370,504 | NoncashContributionsAmt |
| Total Contributions | $34,142,824 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OVERSEAS STUDENT FEES | Desc |
| Business | 611310 | BusinessCd |
| Total Revenue Column | $973,368 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $973,368 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $973,368 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,392,957 | TotalRevenueColumnAmt |
| Exclusion | $1,392,957 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,842,586 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,303,253 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$460,667 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$460,667 | TotalRevenueColumnAmt |
| Exclusion | -$460,667 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,048,482 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $973,368 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $932,290 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,014 | TotalAmt |
| Program Services | $7,014 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,259,081 | TotalAmt |
| Program Services | $33,259,081 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,472,997 | TotalAmt |
| Management And General | $632,950 | ManagementAndGeneralAmt |
| Fundraising | $840,047 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,660,838 | TotalAmt |
| Program Services | $385,692 | ProgramServicesAmt |
| Management And General | $751,209 | ManagementAndGeneralAmt |
| Fundraising | $1,523,937 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,754 | TotalAmt |
| Program Services | $23,371 | ProgramServicesAmt |
| Management And General | $40,205 | ManagementAndGeneralAmt |
| Fundraising | $94,178 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,027 | TotalAmt |
| Program Services | $52,883 | ProgramServicesAmt |
| Management And General | $98,225 | ManagementAndGeneralAmt |
| Fundraising | $247,919 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,468 | TotalAmt |
| Program Services | $29,505 | ProgramServicesAmt |
| Management And General | $98,284 | ManagementAndGeneralAmt |
| Fundraising | $174,679 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,501 | TotalAmt |
| Management And General | $34,501 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,244 | TotalAmt |
| Program Services | $30,250 | ProgramServicesAmt |
| Management And General | $100,994 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,524 | TotalAmt |
| Management And General | $222,524 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,523 | TotalAmt |
| Management And General | $37,600 | ManagementAndGeneralAmt |
| Fundraising | $14,923 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,505 | TotalAmt |
| Management And General | $70,466 | ManagementAndGeneralAmt |
| Fundraising | $99,039 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,673 | TotalAmt |
| Program Services | $29,733 | ProgramServicesAmt |
| Management And General | $55,788 | ManagementAndGeneralAmt |
| Fundraising | $99,152 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,246 | TotalAmt |
| Program Services | $71,273 | ProgramServicesAmt |
| Management And General | $77,044 | ManagementAndGeneralAmt |
| Fundraising | $136,929 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,770 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
| Management And General | $159,425 | ManagementAndGeneralAmt |
| Fundraising | $283,345 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,736 | TotalAmt |
| Program Services | $28,387 | ProgramServicesAmt |
| Management And General | $68,538 | ManagementAndGeneralAmt |
| Fundraising | $121,811 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,944 | TotalAmt |
| Program Services | $13,740 | ProgramServicesAmt |
| Management And General | $90,089 | ManagementAndGeneralAmt |
| Fundraising | $160,115 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,032 | TotalAmt |
| Management And General | $13,334 | ManagementAndGeneralAmt |
| Fundraising | $23,698 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,200 | TotalAmt |
| Program Services | $5,956 | ProgramServicesAmt |
| Management And General | $23,132 | ManagementAndGeneralAmt |
| Fundraising | $41,112 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DIRECT MAIL CAMPAIGN | $74,646 | $74,646 | |
| CC PROCESSING AND OTHER FEES | $241,907 | $20,046 | $221,861 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,718,630 | TotalAmt |
| Program Services | $33,966,885 | ProgramServicesAmt |
| Management And General | $2,796,169 | ManagementAndGeneralAmt |
| Fundraising | $3,955,576 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689,634 | BOYAmt |
| EOY | $425,602 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,185,204 | BOYAmt |
| EOY | $6,075,135 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,797,743 | BOYAmt |
| EOY | $45,198,707 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,755 | BOYAmt |
| EOY | $768,098 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $404,023 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $235,014 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,146 | BOYAmt |
| EOY | $169,009 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,970,757 | BOYAmt |
| EOY | $50,615,219 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,382 | BOYAmt |
| EOY | $598,962 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,870,041 | BOYAmt |
| EOY | $4,586,754 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,819,662 | BOYAmt |
| EOY | $108,437,486 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,490 | BOYAmt |
| EOY | $345,784 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,104,787 | BOYAmt |
| EOY | $4,228,109 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,889,713 | BOYAmt |
| EOY | $4,592,174 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,316,990 | BOYAmt |
| EOY | $9,166,067 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,344,907 | BOYAmt |
| EOY | $1,824,098 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,157,765 | BOYAmt |
| EOY | $97,447,321 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,502,672 | BOYAmt |
| EOY | $99,271,419 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,819,662 | BOYAmt |
| EOY | $108,437,486 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,670,148 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,280,652 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,158,243 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,395,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,249,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,714,017 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,486,626 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,142,824 | CurrentTaxYearAmt |
| Total | $154,988,810 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,395,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,249,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,714,017 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,486,626 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,142,824 | CurrentTaxYearAmt |
| Total | $154,988,810 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $32,955,391 | SubstantialContributorsTotAmt |
| Public Support Total170 | $122,033,419 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,509,773 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,269,975 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,000,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,195,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,392,957 | CurrentTaxYearAmt |
| Total | $6,368,815 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,713 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,098,657 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,115,166 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $162,472,791 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $20,282,220 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60260 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,172,754 | BeginningYearBalanceAmt |
| Contributions | $2,092,213 | ContributionsAmt |
| Investment Earnings Or Losses | $3,437,879 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,234,147 | OtherExpendituresAmt |
| End Year Balance | $37,468,699 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,448,666 | BeginningYearBalanceAmt |
| Contributions | $530,924 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,490,310 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,316,526 | OtherExpendituresAmt |
| End Year Balance | $33,172,754 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,005,186 | BeginningYearBalanceAmt |
| Contributions | $1,551,614 | ContributionsAmt |
| Investment Earnings Or Losses | $5,968,307 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,076,441 | OtherExpendituresAmt |
| End Year Balance | $41,448,666 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,155,347 | BeginningYearBalanceAmt |
| Contributions | $416,559 | ContributionsAmt |
| Investment Earnings Or Losses | $1,584,237 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,150,957 | OtherExpendituresAmt |
| End Year Balance | $35,005,186 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,994,429 | BeginningYearBalanceAmt |
| Contributions | $62,814 | ContributionsAmt |
| Investment Earnings Or Losses | $1,234,887 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,136,783 | OtherExpendituresAmt |
| End Year Balance | $34,155,347 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.90780 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09220 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,000 | OtherCostOrOtherBasisAmt |
| Book Value | $30,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $83,451 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,198 | DepreciationAmt |
| Book Value | $58,253 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $290,572 | OtherCostOrOtherBasisAmt |
| Depreciation | $209,816 | DepreciationAmt |
| Book Value | $80,756 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $169,009 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY OBLIGATIONS | $1,254,832 |
| OPERATING LEASE LIABILITY | $2,787,342 |
| CONDITIONAL CONTRIBUTION | $550,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,592,174 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $39,797,381 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,280,652 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $690,771 | OtherRevenueAmt |
| Revenue Not Reported | $3,971,423 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,825,958 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $222,524 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $222,524 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,048,482 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,496,106 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $40,496,106 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $222,524 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $222,524 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $40,718,630 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | FOR VARIOUS PURPOSES AS DEFINED IN THE DONOR AGREEMENTS RELATED TO EACH ENDOWMENT FUND HELD. |
| Schedule D, Part XI, Line 2d: | Change in Value of Split Interest Agreements: $690,771 |
| Schedule D, Part X, line 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Middle East and North Africa | Grantmaking | $33,222,381 |
| Europe (Including Iceland and Greenland) | Grantmaking | $36,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $33,259,081 | SubtotalSpentAmt |
| Total Spent | $33,259,081 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| MIDDLE EAST AND NORTH AFRICA | HIGHER EDUCATION | $33,222,381 | WIRE TRANSFE |
| Europe (Including Iceland and Greenland) | Scholarships | $36,700 | Wire transfe |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | AFTAU CONTRACTS WITH AN AUDITING FIRM THAT AUDITS THE FUNDS THAT HAVE BEEN TRANSFERRED OUTSIDE THE US. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $7,014 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS DISTRIBUTED TO RECIPIENTS BASED IN THE US ARE PROVIDED BASED ON CRITERIA THAT HAS BEEN MET BASED ON UNIVERSITY STANDARDS. THE VARIOUS DEPARTMENTS AT THE UNIVERSITY MAINTAIN THE RECORDS FOR EACH INDIVIDUAL'S CRITERIA AND PROGRESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| Jennifer Gross | |||||
| CEO | $449,208 | $1,032 | $15,250 | $2,131 | $467,621 |
| Julie Lipsett-Singer | |||||
| Development Officer | $306,559 | $1,032 | $15,250 | $30,366 | $353,207 |
| Ahron Wein | |||||
| CFO | $305,899 | $1,032 | $30,500 | $37,936 | $375,367 |
| Carolyn Steinberg | |||||
| Associate VP, North CA Region | $205,695 | $1,854 | $12,448 | $25,225 | $245,222 |
| Joanna Naftali | |||||
| Associate VP, Midwest Region | $202,101 | $360 | $10,123 | $35,569 | $248,153 |
| Kelly Grunther | |||||
| Chief Marketing Officer | $194,343 | $1,032 | $9,769 | $35,511 | $240,655 |
| Jennifer Young | |||||
| Vice President, Planned Giving | $179,444 | $360 | $10,788 | $9,677 | $200,269 |
| Juan Dircie | |||||
| South America Rep | $172,450 | $368 | $8,641 | $20,587 | $202,046 |
| Yael Apt | |||||
| Associate VP, Southern CA | $168,544 | $552 | $8,455 | $13,211 | $190,762 |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $370,504 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART I, LINE 32B | SECURITIES DONATIONS ARE PROCESSED THROUGH MORGAN STANLEY. |
| Schedule M, Column (B): | This represents the number of contributors. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DR. KATHY FIELDS-RAYANT AND GARRY RAYANT HAVE A FAMILIAL RELATIONSHIP. ANITA FRIEDMAN AND AARON TARTAKOVSKY HAVE A FAMILIAL RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BOARD PRIOR TO ITS BEING FINALIZED. ANY QUESTIONS, SUGGESTIONS OF RELEVANT INFORMATION OR CHANGES ARE INCLUDED IN THE FINAL DOCUMENT THAT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY THE CONFLICT OF INTEREST POLICY DISCLAIMER/DISCLOSURE REQUEST IS SENT TO ALL APPLICABLE OFFICES, DIRECTORS, KEY EMPLOYEES ETC. FOLLOW UP ENSURES THAT ALL PARTIES SIGN AND RETURN THEIR RESPECTIVE FORMS. IF ANY CONFLICT SITUATIONS ARISE, THE BOARD WOULD BE INFORMED AND THE VOTE WOULD TAKE PLACE WITH THE CONFLICTED PERSON RECUSING THEMSELVES FROM THE VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE REVIEW WAS COMPLETED BY THE EXECUTIVE COMPENSATION SUB COMMITTEE MADE UP OF THE CHAIRMAN GARRY RAYANT, THE TREASURER MICHAEL SHAOUL, AND THE SECRETARY RALPH MANDEL. THE REVIEW WAS LAST DONE IN 2023. |
| FORM 990, PART VI, SECTION B, LINE 15B | THE CFO, CMO, AND CDO WERE ALL REVIEWED BY THE CEO IN 2022 AND IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9, CHANGE IN NET ASSETS: | Other changes in net assets: Assumptions of supporting services by TAU: $3,600,000 Change in value of split-interest agreements: $ 690,771 Change in value of life insurance policy: -$ 2,382 Bad debt loss: -$ 130,146 ------------ Total: $4,158,243 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR GEORGE S WISE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 WEST 40TH ST FL 8 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205875693 | EIN |
| Primary Activities | SUPPORTING | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFTAU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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