ANTI DEFAMATION LEAGUE FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANTI DEFAMATION LEAGUE FOUNDATION (EIN 13-2887439)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-30
- IRS object ID
- 202501209349303395
- Schema version
- 2023v6.0
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-30T17:07:19-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132887439 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTI-DEFAMATION LEAGUE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANTI | BusinessNameControlTxt |
| Phone | 2128857700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101583560 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN ROBERSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2128857700 | PhoneNum |
| Signature | 2025-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL ROMANO | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN ROBERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101583560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,332,860 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ADL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 38 | TotalVolunteersCnt |
| Total Gross UBI | -$23,973 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,809,836 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,873,955 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $145,973 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $291,946 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,807,474 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,665,985 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $51 | CYOtherRevenueAmt |
| PY Total Revenue | $16,763,283 | PYTotalRevenueAmt |
| CY Total Revenue | $30,831,937 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,483,702 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,673,712 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,235,719 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,638,901 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,608,581 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,348,411 | PYOtherExpensesAmt |
| CY Other Expenses | $2,371,672 | CYOtherExpensesAmt |
| PY Total Expenses | $13,067,832 | PYTotalExpensesAmt |
| CY Total Expenses | $20,684,285 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,695,451 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,147,652 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $151,712,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,164,081 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,800,050 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,564,452 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $135,912,853 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $159,599,629 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OTHE ADL FOUNDATION HELPS PROMOTE THE MISSION OF ADL THROUGH THE MAINTENANCE AND, WHERE APPROPRIATE, PRUDENT INVESTMENT OF THE ENDOWMENTS, TRUSTS, PHILANTHROPIC FUNDS, REAL ESTATE AND OTHER ASSETS HELD BY THE ADL FOUNDATION AS SET FORTH IN THE ADL FOUNDATION'S CERTIFICATE OF INCORPORATION. THESE ASSETS AND THEIR PROCEEDS ARE TO BE USED TO SUPPORT THE MISSION OF ADL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,673,712 | ExpenseAmt |
| Grant | $15,673,712 | GrantAmt |
| Revenue | $291,946 | RevenueAmt |
| Desc | SUPPORT TO OTHER CHARITIES - IN FURTHERANCE OF THE ANTI-DEFAMATION LEAGUE FOUNDATION'S (ADL FOUNDATION) PRIMARY EXEMPT PURPOSE, SPECIFIC GRANTS TOTALING $15,673,712 WERE MADE DIRECTLY FROM THE ADL FOUNDATION TO THE ANTI-DEFAMATION LEAGUE (ADL). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $452,105 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PUBLIC AWARENESS - MANAGES AWARENESS THROUGH PUBLISHED MATERIALS, NATIONAL AND REGIONAL WEBSITES, SOCIAL MEDIA MARKETING, EMAIL MARKETING, DIRECT MAIL CAMPAIGNS, ONLINE VIDEO AND PUBLIC RELATIONS CAMPAIGNS, COMMUNICATIONS, AND MANAGING RELATIONSHIPS WITH THE MEDIA. KEEPS CONSTITUENTS INFORMED OF BREAKING NEWS AND ISSUES INVOLVED WITH ADL'S WORK. PREPARES VISUAL AND PRINT MATERIALS ON ADL ISSUES, GOALS AND OBJECTIVES; WRITES, EDITS AND PRODUCES MATERIALS (REPORTS, BROCHURES, INVITATIONS NEWSLETTERS, PUBLICATIONS); AND HANDLES SPECIAL PROJECTS SUCH AS EXHIBITS AND EVENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $16,125,817 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | 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 | 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 | LA | 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 | 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 | OH | 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 | UT | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASON SCHMIDT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128857700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101583560 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 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 |
|---|---|---|---|---|---|---|---|
| JONATHAN A GREENBLATT | |||||||
| CEO & NATIONAL DIRECTOR | 6.00 | 34.00 | Yes (X) | Yes (X) | $180,131 | $1,020,747 | $83,008 |
| FREDERIC L BLOCH | |||||||
| TRUSTEE | 6.00 | 34.00 | Yes (X) | $80,540 | $456,391 | $30,317 | |
| MICHAEL SHEETZ | |||||||
| TRUSTEE, PRESIDENT | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDREW ADELSON | |||||||
| TRUSTEE, EXECUTIVE VP | 0.50 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FAITH COOKLER | |||||||
| TRUSTEE, SECRETARY | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA ADELMAN | |||||||
| TRUSTEE, TREASURER | 1.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RONALD BALSER | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA BALSER | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HOWARD BERKOWITZ | |||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARTIN BUDD | |||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY CURTISS-LUSHER | |||||||
| TRUSTEE | 0.50 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ESTA GORDON EPSTEIN | |||||||
| TRUSTEE | 0.50 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH GOLDBLUM | |||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS HOMBURGER | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROCHELLE JACOBSON | |||||||
| TRUSTEE (THRU 04/2024) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE KARPATI | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES KRISER | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ELLIS LANDAU | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BURTON LEVINSON | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GLEN LEWY | |||||||
| TRUSTEE | 4.50 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE LYONS | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE MILLER | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID MILLSTONE | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARVIN NATHAN | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN NICHOLS | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHELLEY PARKER | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ARTHUR REIDEL | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT ROSEN | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GIDEON ROTHSCHILD | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BEN SAX | |||||||
| TRUSTEE | 1.50 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MILTON SCHNEIDER | |||||||
| TRUSTEE | 2.50 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAMELA SCHWARTZ | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HOWARD SHERWOOD | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE STARK | |||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID STRASSLER | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT SUGARMAN | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GLEN TOBIAS | |||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TRACY TREGER | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MITCH WESELEY | |||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER WOLF | |||||||
| TRUSTEE | 2.50 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN C SHEINBERG | |||||||
| GENERAL COUNSEL & ASST. SECRETARY | 6.00 | 34.00 | Yes (X) | $49,034 | $277,865 | $51,493 | |
| GREGORY LIBERTINY | |||||||
| CFO (THRU 02/2024) | 6.00 | 34.00 | Yes (X) | $47,083 | $266,799 | $46,863 | |
| SUSAN ROBERSON | |||||||
| EXECUTIVE DIRECTOR (AS OF 11/2023) | 6.00 | 34.00 | Yes (X) | $4,626 | $26,219 | $6,570 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $361,414 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,048,021 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $218,251 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKETSMART LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6404 IVY LANE 110 | AddressLine1Txt |
| City | GREENBELT | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | FUNDRAISING SERVICES | ServicesDesc |
| Compensation | $102,030 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $25,873,955 | AllOtherContributionsAmt |
| Total Contributions | $25,873,955 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INC FROM AFF. EXEMPT ORG. | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $291,946 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $291,946 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $291,946 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,840,813 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$23,973 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,864,786 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51 | TotalRevenueColumnAmt |
| Exclusion | $51 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,326,095 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,500,923 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,825,172 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,825,172 | TotalRevenueColumnAmt |
| Exclusion | $1,825,172 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,831,937 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $291,946 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$23,973 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,690,009 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,673,712 | TotalAmt |
| Program Services | $15,673,712 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,820 | TotalAmt |
| Program Services | $70,907 | ProgramServicesAmt |
| Management And General | $159,554 | ManagementAndGeneralAmt |
| Fundraising | $184,359 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,619,952 | TotalAmt |
| Program Services | $276,638 | ProgramServicesAmt |
| Management And General | $624,058 | ManagementAndGeneralAmt |
| Fundraising | $719,256 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,026 | TotalAmt |
| Program Services | $21,812 | ProgramServicesAmt |
| Management And General | $47,502 | ManagementAndGeneralAmt |
| Fundraising | $56,712 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,933 | TotalAmt |
| Program Services | $64,719 | ProgramServicesAmt |
| Management And General | $140,944 | ManagementAndGeneralAmt |
| Fundraising | $168,270 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,170 | TotalAmt |
| Program Services | $18,029 | ProgramServicesAmt |
| Management And General | $39,264 | ManagementAndGeneralAmt |
| Fundraising | $46,877 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,791 | TotalAmt |
| Management And General | $12,791 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620,451 | TotalAmt |
| Management And General | $620,451 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,136,840 | TotalAmt |
| Management And General | $47,167 | ManagementAndGeneralAmt |
| Fundraising | $1,089,673 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,548 | TotalAmt |
| Fundraising | $340,548 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $629 | TotalAmt |
| Management And General | $629 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,435 | TotalAmt |
| Management And General | $112,435 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,313 | TotalAmt |
| Management And General | $44,313 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,945 | TotalAmt |
| Management And General | $59 | ManagementAndGeneralAmt |
| Fundraising | $2,886 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBTI TAX EXPENSE | Desc |
| Total | $100,720 | TotalAmt |
| Management And General | $100,720 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,684,285 | TotalAmt |
| Program Services | $16,125,817 | ProgramServicesAmt |
| Management And General | $1,949,887 | ManagementAndGeneralAmt |
| Fundraising | $2,608,581 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,712,797 | BOYAmt |
| EOY | $5,002,138 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,159,445 | BOYAmt |
| EOY | $19,832,729 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,657 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,835,050 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,282,210 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,597,153 | BOYAmt |
| EOY | $1,552,840 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,605,932 | BOYAmt |
| EOY | $93,319,272 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,738,773 | BOYAmt |
| EOY | $39,832,931 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,884,146 | BOYAmt |
| EOY | $5,624,171 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,712,903 | BOYAmt |
| EOY | $165,164,081 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,857,066 | BOYAmt |
| EOY | $968,853 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,942,984 | BOYAmt |
| EOY | $4,595,599 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,800,050 | BOYAmt |
| EOY | $5,564,452 | 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 | $15,580,726 | BOYAmt |
| EOY | $28,533,071 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,332,127 | BOYAmt |
| EOY | $131,066,558 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,912,853 | BOYAmt |
| EOY | $159,599,629 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,712,903 | BOYAmt |
| EOY | $165,164,081 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,147,652 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,677,632 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$138,508 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $16,536,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,474,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,776,104 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,425,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,683,791 | CurrentTaxYearAmt |
| Total | $110,896,935 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,536,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,474,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,776,104 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,425,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,683,791 | CurrentTaxYearAmt |
| Total | $110,896,935 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $22,894,917 | SubstantialContributorsTotAmt |
| Public Support Total170 | $88,002,018 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,691,482 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,071,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,477,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $4,115,242 | CurrentTaxYearAmt |
| Total | $8,355,871 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $355,154 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $287,062 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $273,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,581,863 | CurrentTaxYearMinus1YearAmt |
| Total | $13,497,614 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $780,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,617 | CurrentTaxYearMinus1YearAmt |
| Total | $786,662 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $133,537,082 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,605,704 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | CGA LIABILITY - 2021 AMOUNT: $ 549,520. MERIT-BASED INCENTIVE PAYMENT - 2021 AMOUNT: $ 230,525. MISCELLANEOUS INCOME - 2022 AMOUNT: $ 6,617. |
| PART II, SHORT YEAR EXPLANATION: | DUE TO A CHANGE IN FISCAL YEAR END DURING 2023, THE ORGANIZATION IS COMBINING SHORT YEAR 01/01/2023 - 06/30/2023 AND FISCAL YEAR 07/01/2023 - 06/30/2024 ON SCHEDULE A, PART II, COLUMN (E) - 2023. |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $103,335,844 | BeginningYearBalanceAmt |
| Contributions | $1,327,760 | ContributionsAmt |
| Investment Earnings Or Losses | $16,218,550 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,177,384 | OtherExpendituresAmt |
| End Year Balance | $116,704,770 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,371,781 | BeginningYearBalanceAmt |
| Contributions | $1,010,560 | ContributionsAmt |
| Investment Earnings Or Losses | $7,464,175 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,510,672 | OtherExpendituresAmt |
| End Year Balance | $103,335,844 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $110,100,993 | BeginningYearBalanceAmt |
| Contributions | $8,087,466 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,743,555 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,073,123 | OtherExpendituresAmt |
| End Year Balance | $97,371,781 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,293,621 | BeginningYearBalanceAmt |
| Contributions | $8,331,418 | ContributionsAmt |
| Investment Earnings Or Losses | $12,259,592 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,783,638 | OtherExpendituresAmt |
| End Year Balance | $110,100,993 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $90,929,549 | BeginningYearBalanceAmt |
| Contributions | $1,226,383 | ContributionsAmt |
| Investment Earnings Or Losses | $5,946,739 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,809,050 | OtherExpendituresAmt |
| End Year Balance | $94,293,621 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,150,224 | OtherCostOrOtherBasisAmt |
| Book Value | $1,150,224 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,164,018 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,958,872 | DepreciationAmt |
| Book Value | $205,146 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $323,338 | OtherCostOrOtherBasisAmt |
| Depreciation | $323,338 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $197,470 | OtherCostOrOtherBasisAmt |
| Book Value | $197,470 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,552,840 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS - EQUITIES | $1,489,116 | F |
| ABSOLUTE RETURN FUNDS | $36,027,683 | F |
| LIMITED PARTNERSHIPS | $2,316,132 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $39,832,931 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITIES UNDER CHARITABLE TRUST | Desc |
| Amt | $4,595,599 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,595,599 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,076,898 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,677,632 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$15,812,220 | OtherRevenueAmt |
| Revenue Not Reported | -$2,134,588 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,211,486 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $620,451 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $620,451 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,831,937 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,409,847 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $19,725 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $19,725 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,390,122 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $620,451 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $15,673,712 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $16,294,163 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,684,285 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ANTI-DEFAMATION LEAGUE FOUNDATION ("ADLF") IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS CHARITABLE ORGANIZATION QUALIFYING UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), EXCEPT FOR INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. UNDER U.S. GAAP, THE TAX EFFECTS FROM UNCERTAIN TAX POSITIONS ARE TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAX AUTHORITY. ADLF COMPLETED AN ANALYSIS OF ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH APPLICABLE ACCOUNTING GUIDANCE AND DETERMINED THERE ARE NO AMOUNTS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS AT JUNE 30, 2024. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GRANT EXPENSE TO ANTI-DEFAMATION LEAGUE -15,673,712. PROVISION FOR UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE -513,677. CHANGE IN THE VALUE OF CHARITABLE TRUST AND ANNUITY AGREEMENTS 375,169. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ANTI-DEFAMATION LEAGUE FOUNDATION COMMON FUND EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 19,725. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANT EXPENSE TO ANTI-DEFAMATION LEAGUE 15,673,712. |
| PART V, LINE 1C: | ADL'S ENDOWMENT, HELD ENTIRELY BY THE ADL FOUNDATION, CONSISTS OF DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. |
| PART V, LINE 4: | THE ADL FOUNDATION ENDOWMENT CONSISTS OF DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR A VARIETY OF PROGRAM PURPOSES (SEE PART III FOR STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS). AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $17,157,131 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $17,157,131 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $17,157,131 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV: | FormAndLineReferenceDesc |
| Explanation | THE ADL FOUNDATION OWNS SHARES OF INVESTMENTS DOMICILED OUTSIDE OF THE UNITED STATES. THE ADL FOUNDATION INVESTS IN DOMESTIC AND FOREIGN INVESTMENT VEHICLES THAT MAY OWN AN INTEREST IN FOREIGN CORPORATIONS, PASSIVE FOREIGN INVESTMENT COMPANIES, OR FOREIGN PARTNERSHIPS. NEVERTHELESS, ADL FOUNDATION'S ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621 OR 8865. TO THE EXTENT SUCH A FORM WAS COMPLETED, IT HAS BEEN FILED WITH ADL FOUNDATION'S FORM 990-T. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTI-DEFAMATION LEAGUE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 131818723 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $15,673,712 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | ADL FOR GOOD CAMPAIGN, SPIN OFF FROM ENDOWMENTS, & GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ADL FOR GOOD CAMPAIGN - THE ADL FOUNDATION TRANSFERS FUNDS TO THE LEAGUE UPON THE FULFILLMENT OF ANY RELEVANT ACTIVITIES. DOCUMENTATION IS REVIEWED AS APPROPRIATE. SPIN OFF OF ENDOWMENT INCOME - THESE FUNDS WERE DISTRIBUTED FROM DONOR-RESTRICTED ENDOWMENT FUNDS IN ACCORDANCE WITH DONOR RESTRICTIONS AND ADL FOUNDATION POLICY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONATHAN A GREENBLATT | ||||||||||||||
| CEO & NATIONAL DIRECTOR | $133,275 | $755,225 | $32,812 | $185,938 | $14,044 | $79,584 | $4,860 | $27,540 | $7,591 | $43,017 | $192,582 | $1,091,304 | $0 | $0 |
| FREDERIC L BLOCH | ||||||||||||||
| TRUSTEE | $56,617 | $320,830 | $22,254 | $126,106 | $1,669 | $9,455 | $1,485 | $8,415 | $3,062 | $17,355 | $85,087 | $482,161 | $0 | $0 |
| STEVEN C SHEINBERG | ||||||||||||||
| GENERAL COUNSEL & ASST. SECRETARY | $42,794 | $242,503 | $6,054 | $34,306 | $186 | $1,056 | $1,485 | $8,415 | $6,239 | $35,354 | $56,758 | $321,634 | $0 | $0 |
| GREGORY LIBERTINY | ||||||||||||||
| CFO (THRU 02/2024) | $40,780 | $231,084 | $4,554 | $25,806 | $1,749 | $9,909 | $1,374 | $7,787 | $5,655 | $32,047 | $54,112 | $306,633 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL REIMBURSEMENT POLICY - ADL HAS A WRITTEN POLICY REGARDING TRAVEL REIMBURSEMENT. THE ADL CHAIR REVIEWS A PERIODIC STATEMENT OF THE ADL CEO/NATIONAL DIRECTOR'S EXPENSE REPORTS. HEALTH REIMBURSEMENT - ADL PROVIDES REIMBURSEMENT TO JONATHAN GREENBLATT, CEO AND NATIONAL DIRECTOR, FOR GYM MEMBERSHIP FEES WHICH ARE TAXABLE AND REPORTED IN HIS W-2. |
| PART I, LINE 7 | A ONE-TIME, PERFORMANCE-BASED BONUS PAYMENT WAS PAID TO INDIVIDUALS. THESE ARE REPORTED IN COLUMN (B)(II). NON-FIXED PAYMENTS ARE THE COMBINED AMOUNTS FROM THE FILING ORGANIZATION AND THE RELATED ORGANIZATIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | TO PROMOTE THE MISSION OF THE ANTI-DEFAMATION LEAGUE THROUGH THE MAINTENANCE AND PRUDENT INVESTMENT OF ENDOWMENTS, TRUSTS, PHILANTHROPIC FUNDS, REAL ESTATE AND OTHER ASSETS. |
| FORM 990, PART I & PART X - PRIOR YEAR AMOUNTS BASED ON SHORT-YEAR RETURN: | THE ORGANIZATION FILED A SHORT-YEAR RETURN FOR THE PERIOD JANUARY 1, 2023, TO JUNE 30, 2023, DUE TO A CHANGE IN ITS FISCAL YEAR. AS A RESULT, THE PRIOR YEAR AMOUNTS REPORTED IN PART I (REVENUE, EXPENSES, AND NET ASSETS) AND IN PART X, COLUMN A (BEGINNING OF YEAR BALANCES), REFLECT THE FINANCIAL ACTIVITY AND BALANCES FROM THE SIX-MONTH SHORT-YEAR RETURN RATHER THAN A FULL 12-MONTH PERIOD. |
| FORM 990, PART V, LINE 2A: | THE ADL FOUNDATION DOES NOT ISSUE W-2S. ALL EMPLOYEES ARE PAID AND ISSUED W-2S FROM A RELATED ORGANIZATION, ANTI-DEFAMATION LEAGUE ("ADL"). EMPLOYEES LISTED IN PART VII, SECTION A, HAVE THEIR SALARIES ALLOCATED BASED ON PERCENTAGES OF TIME DEDICATED TOWARD EACH ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 2 | BARBARA BALSER, TRUSTEE, AND RONALD BALSER, TRUSTEE, HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ADL FOUNDATION HAS A SINGLE MEMBER, ADL. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ADL FOUNDATION HAS A THREE-PERSON MEMBER COMMITTEE CONSISTING OF THE PRESIDENT OF THE ADL FOUNDATION; THE ADL BOARD CHAIR; AND THE IMMEDIATE PAST NATIONAL CHAIR OF ADL. THE MEMBER COMMITTEE APPROVES SIGNIFICANT CHANGES TO THE ORGANIZATIONAL DOCUMENTS AND ELECTS THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | COPIES OF THE DRAFT FORM 990 ARE PROVIDED TO THE MEMBERS OF ADL FOUNDATION'S AUDIT COMMITTEE, FOR REVIEW AND APPROVAL. AFTER AUDIT COMMITTEE APPROVAL, A COPY OF THE DRAFT FORM 990 IS SENT TO ADL'S BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ADL FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY APPROVED BY THE BOARD OF TRUSTEES THAT REQUIRES ITS OFFICERS, DIRECTORS AND EMPLOYEES, ANNUALLY, TO DISCLOSE THEIR POTENTIAL CONFLICTS OF INTEREST, THOSE OF THEIR FAMILY MEMBERS AND OF OTHER INTERESTED PARTIES. THIS DISCLOSURE FORM IS DISTRIBUTED TO ALL ADL FOUNDATION STAFF ANNUALLY BY THE ORGANIZATION'S TALENT AND KNOWLEDGE (T&K) DEPARTMENT. T&K ENSURES THAT ALL FORMS ARE COMPLETED AND REVIEWS THE FORMS FOR CONFLICTS. THE DISCLOSURE FORM IS DISTRIBUTED TO MEMBERS OF THE BOARD OF TRUSTEES ANNUALLY BY THE OFFICE OF THE EXECUTIVE DIRECTOR. THE OFFICE OF THE EXECUTIVE DIRECTOR COLLECTS AND REVIEWS THEM FOR OFFICER AND DIRECTOR CONFLICTS. A SUMMARY AND THE FINDINGS ARE THEN REVIEWED BY THE EXECUTIVE DIRECTOR, WHO THEN PROVIDES ALL DISCLOSURES TO THE AUDIT COMMITTEE OF THE ADL FOUNDATION AND ADL FOR FURTHER REVIEW. THE AUDIT COMMITTEE REVIEWS AND DETERMINES BY MAJORITY VOTE WHETHER A CONFLICT EXISTS. IF A CONFLICT IS INVOLVES A MEMBER OF THE BOARD OF TRUSTEES WHO IS ALSO A MEMBER OF AUDIT COMMITTEE, THE PERSON RECUSES HIM/HERSELF FROM THE VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ADL FOUNDATION'S PROCESS FOR DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR INCLUDES CONSULTATION WITH AN INDEPENDENT THIRD PARTY THAT PERFORMS A COMPENSATION MARKET STUDY AND PROVIDES SALARY STRUCTURE GRADING. THIS IS REVIEWED AND A DECISION IS MADE BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE ADL FOUNDATION AND ADL, AS DOCUMENTED IN THE RESPECTIVE COMMITTEE MEETING MINUTES. THE ADL FOUNDATION'S PROCESS FOR DETERMINING THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES INCLUDES CONSULTATION WITH AN INDEPENDENT THIRD PARTY THAT PERFORMS A COMPENSATION MARKET STUDY AND PROVIDES SALARY STRUCTURE GRADING. THIS IS REVIEWED BY ADL'S CEO WHO PRESENTS A RECOMMENDATION TO THE EXECUTIVE COMPENSATION COMMITTEE OF THE ADL FOUNDATION AND ADL. THE EXECUTIVE COMPENSATION COMMITTEE MAKES A DECISION ON THE RECOMMENDATION, AS DOCUMENTED IN THE RESPECTIVE COMMITTEE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF ADL AND THE ADL FOUNDATION ARE MADE AVAILABLE TO THE PUBLIC THROUGH A DIRECT LINK ON THE ADL/ADL FOUNDATION WEBSITE, (WWW.ADL.ORG). FURTHERMORE, A FULL SET OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF ADL AND THE ADL FOUNDATION IS AVAILABLE UPON REQUEST AS INDICATED ON THE ADL/ADL FOUNDATION WEBSITE. ADL FOUNDATION'S CERTIFICATE OF INCORPORATION IS AVAILABLE WITH THE SECRETARY OF STATE OF NEW YORK. |
| FORM 990, PART X, LINE 25 & 28, COLUMN A: | THE PRIOR YEAR BALANCES REPORTED IN PART X, COLUMN A, REFLECT A MINOR ADJUSTMENT FROM THE AMOUNTS ORIGINALLY REPORTED IN THE ORGANIZATION'S SHORT-YEAR RETURN FOR THE PERIOD JANUARY 1, 2023, TO JUNE 30, 2023. THIS REVISION WAS MADE BASED ON SUBSEQUENT INFORMATION RECEIVED AFTER THE SHORT-YEAR RETURN WAS FILED, WHICH DID NOT NECESSITATE AN AMENDED FILING. SPECIFICALLY, THE ADJUSTMENT CORRECTS THE AMOUNT REPORTED ON PART X, LINE 25 DUE TO ADL (ANTI-DEFAMATION LEAGUE), A RELATED ENTITY OF THE FOUNDATION. AS A RESULT OF THIS ADJUSTMENT, LIABILITIES DECREASED, AND NET ASSETS INCREASED BY $21,561 TO ACCURATELY REFLECT THE ORGANIZATION'S FINANCIAL POSITION. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CHARITABLE TRUST AND ANNUITY AGREEMENTS 375,169. PROVISION FOR UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE -513,677. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE | ||||||||||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | 131818723 | ELIMINATE ANTISEMITISM | DC | 501(C)(3) | LINE 7 | N/A | 0 | ||||||
| ADLF COMMON FUND | ||||||||||||||||
| 605 THRID AVENUE | NEW YORK | NY | 10158 | 133095748 | ASSIST & SUPPORT ADL | NY | 501(C)(3) | PF | 0 | ADL | ||||||
| ANTI-DEFAMATION LEAGUE - ISRAEL | ||||||||||||||||
| ADVOCACY | 0 | ADL | 21 JABOTINSKY STREET | JERUSALEM | ISRAEL | IS | IS | |||||||||
| JLENS | ||||||||||||||||
| 605 THRID AVENUE | NEW YORK | NY | 10158 | 873297460 | ADVOCACY | CA | 501(C)(3) | LINE 7 | 0 | ADL | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (14) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE TR | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART IV COLUMN (C) - DOMICILES OF RELATED TRUSTS | FormAndLineReferenceDesc |
| Explanation | CA, CO, IA, NJ, NY, PA, WA | ExplanationTxt |
Comments