RUSSELL BERRIE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RUSSELL BERRIE FOUNDATION (EIN 22-2620908)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349101038
- 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-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T07:58:17-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MARKS PANETH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222620908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUSSELL BERRIE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | A NEW JERSEY NONPROFIT CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUSS | BusinessNameControlTxt |
| Phone | 2019281880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 FRANK W BURR BLVD BLD E 48 | AddressLine1Txt |
| City | TEANECK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07666 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELICA BERRIE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2019281880 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANGELICA | PersonFirstNm |
| Person Last | BERRIE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGDALENA CZERNIAWSKI | PreparerPersonNm |
| PTIN | P00535099 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Preparation | 2023-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $171,342,100 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $314 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $314 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,541,914 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,541,914 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,611,370 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,847,252 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,607,351 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $317,142 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $215,433 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,470,740 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,365,012 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $800,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $116,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $684,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,095,200 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $106,782 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $988,418 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $371,072 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $36,180 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $334,892 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,340 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,593 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,747 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $87,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,531 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $78,969 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,901,651 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,533,553 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,368,098 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $151,235 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48,686 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $102,549 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $115,900 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $11,300 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $274,700 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $26,783 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $247,917 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $157,005 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $15,308 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $141,697 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $102,285 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,973 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $92,312 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,072,888 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,914,689 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,053,599 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,443,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,093,512 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,515,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,914,689 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,147,111 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,954,852 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,450,323 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $869,102 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,475,800 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,475,800 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $149,235 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $89,200 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $89,200 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $193,755,417 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $153,866,734 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $153,866,734 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $927,161 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $278,861 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $755,123 | LandBOYAmt |
| Land EOY | $648,300 | LandEOYAmt |
| Land EOYFMV | $648,300 | LandEOYFMVAmt |
| Other Assets BOY | $22,405,445 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,262,066 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,262,066 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $217,934,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $171,342,100 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $171,342,100 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,151,974 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $512,361 | AccountsPayableEOYAmt |
| Grants Payable BOY | $37,308,615 | GrantsPayableBOYAmt |
| Grants Payable EOY | $30,185,162 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,324,656 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,568,009 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $39,785,245 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,265,532 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $163,933,914 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $127,766,768 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $14,215,163 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $10,309,800 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $178,149,077 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $138,076,568 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $217,934,322 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $171,342,100 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $178,149,077 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,954,852 | ExcessRevenueOverExpensesAmt |
| Other Increases | $449,457 | OtherIncreasesAmt |
| Subtotal | $182,553,386 | SubtotalAmt |
| Other Decreases | $44,476,818 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $138,076,568 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| VANGUARD INST. FUND | P | $14,000,000 | $5,816,408 | $8,183,592 | $8,183,592 |
| ARISTOTLE BOSTON | P | $1,449,191 | $889,276 | $559,915 | $559,915 |
| ARTISAN INT. VALUE | P | $73,267 | $73,267 | $73,267 | |
| JVP VIII | P | $1,851 | $1,851 | $1,851 | |
| JVP VIII | P | $13,355 | -$13,355 | -$13,355 | |
| JVP VII LP | P | $4,216 | $4,216 | $4,216 | |
| JVP VII LP | P | $13,443 | $13,443 | $13,443 | |
| AMOON 2 FUND | P | $117,246 | $117,246 | $117,246 | |
| AVENUE EUROPE | P | $375 | $375 | $375 | |
| EH/CARMAX | P | $138,280 | $138,280 | $138,280 | |
| CQG PARTNERS | P | $506,675 | -$506,675 | -$506,675 | |
| CQG PARTNERS | P | $104,465 | $104,465 | $104,465 | |
| SHELTER | P | $10,858 | $10,858 | $10,858 | |
| VARDE | P | $2,520,700 | $2,520,700 | $2,520,700 | |
| CANYON | P | $4,161,074 | $4,161,074 | $4,161,074 | |
| OCH-ZIFF | P | $18,357 | $18,357 | $18,357 | |
| V PARTNERS III | P | $10,168 | -$10,168 | -$10,168 | |
| V PARTNERS III | P | $168,736 | $168,736 | $168,736 | |
| VIOLA PARTNERSIV | P | $54,094 | $54,094 | $54,094 | |
| VIOLA PARTERS V | P | $7,080 | $7,080 | $7,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,607,351 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $214,759 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $214,759 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $214,759 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $75,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7,855 | EsPenaltyAmt |
| Tax Due | $147,614 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | RUSSELLBERRIEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ADAM HIRSCH | IndividualWithBooksNm |
| Phone | 2019281880 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 FRANK W BURR BLVD BLDG EAST | AddressLine1Txt |
| City | TEANECK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 076666704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | IS | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ADAM HIRSCH | |||||||||
| C/O THE RUSS BERRIE FD 300 FRANK W | BURR BLVD BLDG EAST | TEANECK | NJ | 07666 | COO & CFO | 40.00 | $380,000 | $13,500 | $25,351 |
| ANGELICA BERRIE | |||||||||
| C/O THE RUSS BERRIE FD 300 FRANK W | BURR BLVD BLDG EAST | TEANECK | NJ | 07666 | PRESIDENT/TRUSTEE | 20.00 | $0 | $0 | $0 |
| DAVID ROSENBLATT | |||||||||
| C/O THE RUSS BERRIE FD 300 FRANK W | BURR BLVD BLDG EAST | TEANECK | NJ | 07666 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ILAN KAUFTHAL | |||||||||
| C/O THE RUSS BERRIE FD 300 FRANK W | BURR BLVD BLDG EAST | TEANECK | NJ | 07666 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MYRON ROSNER | |||||||||
| C/O THE RUSS BERRIE FD 300 FRANK W | BURR BLVD BLDG EAST | TEANECK | NJ | 07666 | SECRETARY | 15.00 | $0 | $0 | $0 |
| SCOTT BERRIE | |||||||||
| C/O THE RUSS BERRIE FD 300 FRANK W | BURR BLVD BLDG EAST | TEANECK | NJ | 07666 | VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| STEPHEN SEIDEN | |||||||||
| C/O THE RUSS BERRIE FD 300 FRANK W | BURR BLVD BLDG EAST | TEANECK | NJ | 07666 | TREASURER | 10.00 | $0 | $0 | $0 |
| IDANA GOLDBERG | |||||||||
| C/O THE RUSS BERRIE FD 300 FRANK W | BURR BLVD BLDG EAST | TEANECK | NJ | 07666 | CEO | 40.00 | $420,000 | $13,500 | $2,529 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| NAOMI SHANK | ||||||||
| C/O RUSS BERRIE FD 300 FRANK W BURR | TENANECK | NJ | 07666 | PROGRAM DIRECTOR | 40.00 | $240,000 | $13,500 | $25,332 |
| PAUL KALMAN | ||||||||
| C/O RUSS BERRIE FD 300 FRANK W BURR | TENANECK | NJ | 07666 | CONTROLLER | 40.00 | $166,000 | $0 | $30,118 |
| KAARIN VARON | ||||||||
| C/O RUSS BERRIE FD 300 FRANK W BURR | TENANECK | NJ | 07666 | PROGRAM OFFICER | 40.00 | $142,000 | $7,100 | $30,090 |
| JOANN TORTORICI | ||||||||
| C/O RUSS BERRIE FD 300 FRANK W BURR | TENANECK | NJ | 07666 | ACCOUNTING MANAGER | 40.00 | $109,000 | $13,500 | $22,647 |
| SUSAN COKE | ||||||||
| C/O RUSS BERRIE FD 300 FRANK W BURR | TENANECK | NJ | 07666 | GRANTS ADMINISTRATOR | 40.00 | $112,000 | $13,500 | $10,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRIME BUCHHOLZ | |||||
| PO BOX 16011 | LEWISTON | ME | 04243 | INVESTMENT CONSULTING | $170,326 |
| ARISTOTLE | |||||
| 489 FIFTH AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | INVESTMENT MANAGEMENT FEFES | $99,104 |
| CBIZ MARKS PANETH | |||||
| 685 THIRD AVENUE | NEW YORK | NY | 10017 | ACCOUNTING SERVICES | $69,500 |
| DRG SEARCH | |||||
| 275 MADISON AVE STE 1203 | NEW YORK | NY | 10016 | EMPLOYMENT SEARCH | $66,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION GRANTED FUNDS TO RBF PHILANTHROPIC SERVICES LTD., A WHOLLY OWNED SUBSIDIARY. RBF PHILANTHROPIC SERVICES, LTD. PROVIDES CERTAIN SERVICES IN CONNECTION WITH THE FOUNDATION'S GRANTMAKING ACTIVITIES IN ISRAEL. | Description1Txt |
| Expenses1 | $1,030,839 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $56,561,646 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,145,392 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $124,916,873 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $184,623,911 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $184,623,911 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,769,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $181,854,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,092,728 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,092,728 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $214,759 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $214,759 | TotalTaxAmt |
| Distributable Before Adj | $8,877,969 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,877,969 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,877,969 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,147,111 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,147,111 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,877,969 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,885,390 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,100,403 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,586,404 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,098,313 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,515,868 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $64,186,378 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,147,111 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,877,969 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,269,142 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $73,455,520 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $7,885,390 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $65,570,130 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,100,403 | ExcessFromYear4Amt |
| Excess From Year3 | $11,586,404 | ExcessFromYear3Amt |
| Excess From Year2 | $17,098,313 | ExcessFromYear2Amt |
| Excess From Year1 | $17,515,868 | ExcessFromYear1Amt |
| Excess From Current Year | $9,269,142 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADLER APHASIA CENTER | ||||||||||||
| 60 WEST HUNTER AVENUE | MAYWOOD | NJ | 07607 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 | ||||||
| ALEPH SOCIETY INC | ||||||||||||
| 25 WEST 45TH STREET SUITE 504 | NEW YORK | NY | 10036 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $25,000 | ||||||
| ALLIANCE FOR MIDDLE EAST PEACE INC | ||||||||||||
| 1725 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $20,000 | ||||||
| AMERICAN FRIENDS OF ITIM | ||||||||||||
| 247 WEST 36TH STREET 5TH FLOOR | NEW YORK | NY | 10018 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $100,000 | ||||||
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC | ||||||||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 100041405 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $75,000 | ||||||
| AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE INC | ||||||||||||
| 1266 WEST PACES FERRY ROAD 615 | ATLANTA | GA | 303272306 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $100,000 | ||||||
| AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR THE DISABLED | ||||||||||||
| 1 NORTHFIELD PLAZA SUITE 300 | NORTHFIELD | IL | 60093 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $20,000 | ||||||
| AMERICAN JEWISH COMMITTEE | ||||||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $80,000 | ||||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | ||||||||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $515,000 | ||||||
| AMERICAN SOCIETY FOR TECHNION-ISRAEL INSTITUTE OF TECHNOLOGY | ||||||||||||
| 55 E 59TH STREET 14TH FLOOR | NEW YORK | NY | 10022 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $180,000 | ||||||
| AMERICAS GROW-A-ROW INC | ||||||||||||
| 150 PITTSTOWN ROAD | PITTSTOWN | NJ | 08867 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | ||||||
| BEING THE BLESSING FOUNDATION | ||||||||||||
| 120 W45TH STREET SUITE 2800 | NEW YORK | NY | 10036 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | ||||||
| BERGEN VOLUNTEER MEDICAL INITIATIVE | ||||||||||||
| 75 ESSEX STREET SUITE 100 | HACKENSACK | NJ | 07601 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $70,000 | ||||||
| BETTER FUTURE FOR ISRAEL | ||||||||||||
| 492-C CEDAR LANE | TEANECK | NJ | 07666 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $30,000 | ||||||
| BEZALEL ACADEMY OF ARTS AND DESIGN JERUSALEM | ||||||||||||
| NC | TO FURTHER DONEES EXEMPT PURPOSE | $1,000,000 | 1 ISRAEL ZMORA STREET | JERUSALEM | IS | 9515701 | ||||||
| CAUCUS EDUCATIONAL CORPORATION INC | ||||||||||||
| 75 MIDLAND AVENUE | MONTCLAIR | NJ | 07042 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $252,500 | ||||||
| CENTER FOR INTERRELIGIOUS UNDERSTANDING INC | ||||||||||||
| 492-C CEDAR LANE | TEANECK | NJ | 07666 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $55,000 | ||||||
| CHILD MIND INSTITUTE INC | ||||||||||||
| 101 EAST 56TH STREET | NEW YORK | NY | 10022 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $15,000 | ||||||
| CITY GREEN INC | ||||||||||||
| 171 GROVE ST | CLIFTON | NJ | 070131621 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $105,000 | ||||||
| COLUMBIA UNIVERSITY | ||||||||||||
| 535 WEST 116TH STREET 211 LOW | NEW YORK | NY | 10027 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $2,152,425 | LIBRARY | |||||
| COLUMBIA UNIVERSITY IRVING MEDICAL CENTER | ||||||||||||
| 630 WEST 168TH STREET PS ROOM 2-421 | NEW YORK | NY | 10032 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $65,000 | ||||||
| COMMUNITY SECURITY SERVICE | ||||||||||||
| 99 WALL STREET 3690 | NEW YORK | NY | 10005 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 | ||||||
| COUNCIL OF NEW JERSEY GRANTMAKERS INC | ||||||||||||
| 1977 OLDEN AVENUE SUITE 238 | EWING | NJ | 08618 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $6,830 | ||||||
| DIABETES FOUNDATION INC | ||||||||||||
| 411 HACKENSACK AVE | HACKENSACK | NJ | 07601 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $30,000 | ||||||
| DIABETES RESEARCH INSTITUTE FOUNDATION | ||||||||||||
| 200 SOUTH PARK ROAD SUITE 100 | HOLLYWOOD | FL | 33021 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | ||||||
| DREW UNIVERSITY | ||||||||||||
| 36 MADISON AVENUE | MADISON | NJ | 07940 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $90,000 | ||||||
| EDMOND DE ROTHSCHILD PARTNERSHIPS | ||||||||||||
| NC | TO FURTHER DONEES EXEMPT PURPOSE | $165,000 | 15 HALAMISH ST | CAESAREA | IS | 3079504 | CAESAREA | |||||
| EMORY UNIVERSITY | ||||||||||||
| 1599 CLIFTON ROAD NE 4TH FLOOR | ATLANTA | GA | 30322 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $15,000 | ||||||
| FOODCORPS INC | ||||||||||||
| 1140 SE 7TH AVE SUITE 110 | PORTLAND | OR | 97214 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $15,000 | ||||||
| FRIENDS OF JCC KRAKOW | ||||||||||||
| 74 LAFAYETTE AVE SUITE 101 | SUFFERN | NY | 10901 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $50,000 | ||||||
| FRIENDS OF OFANIM INC | ||||||||||||
| 1255 DRUMMERS LANE SUITE 200 | WAYNE | PA | 19087 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $100,000 | ||||||
| GLYNWOOD CENTER INC | ||||||||||||
| 362 GLYNWOOD ROAD PO BOX 157 | COLD SPRING | NY | 10516 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $40,000 | ||||||
| HOLY NAME MEDICAL CENTER FOUNDATION | ||||||||||||
| 718 TEANECK ROAD | TEANECK | NJ | 07666 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $25,000 | ||||||
| I AID INC | ||||||||||||
| 329 S GUADALUPE ST | SAN MARCOS | TX | 786666309 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 | ||||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||||||
| 1 GUSTAVE LEVY PLACE BOX 1017 | NEW YORK | NY | 10029 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $96,000 | ||||||
| IMAGINATION PRODUCTIONS INC | ||||||||||||
| 11110 WEST OAKLAND PARK BOULEVARD | SUNRISE | FL | 33351 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $25,000 | SUITE 288 | |||||
| IMPACT CUBED | ||||||||||||
| 441 SAXONY ROAD | ENCINITAS | CA | 92024 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $65,000 | ||||||
| INSTITUTE OF INTERNATIONAL EDUCATION INC | ||||||||||||
| ONE WORLD TRADE CENTER 36TH FLOOR | NEW YORK | NY | 10007 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $611,675 | ||||||
| ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC | ||||||||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $18,000 | ||||||
| JCC ON THE PALISADES | ||||||||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $20,000 | ||||||
| JDRF INTERNATIONAL | ||||||||||||
| 200 VESEY STREET 28 FLOOR | NEW YORK | NY | 10281 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $375,000 | ||||||
| JERUSALEM FOUNDATION INC | ||||||||||||
| 420 LEXINGTON AVENUE SUITE 1645 | NEW YORK | NY | 10170 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $250,000 | ||||||
| JESPY HOUSE | ||||||||||||
| 102 PROSPECT STREET | SOUTH ORANGE | NJ | 070792112 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $15,000 | ||||||
| JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH | ||||||||||||
| 5738 FORBES AVE | PITTSBURGH | PA | 15217 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $90,000 | ||||||
| JEWISH COMMUNITY CENTER OF METROWEST INC | ||||||||||||
| 760 NORTHFIELD AVE LEON TOBY | WEST ORANGE | NJ | 07052 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $147,000 | COOPERMAN BUILDING | |||||
| JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA | ||||||||||||
| 520 EIGHTH AVENUE 8TH FLOOR | NEW YORK | NY | 10018 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $36,000 | ||||||
| JEWISH COMMUNITY OF LOUISVILLE INC | ||||||||||||
| 3600 DUTCHMANS LANE | LOUISVILLE | KY | 40205 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $6,500 | ||||||
| JEWISH COMMUNITY PROJECT OF LOWER MANHATTAN | ||||||||||||
| 146 DUANE STREET | NEW YORK | NY | 10013 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $30,000 | ||||||
| JEWISH FAMILY AND CHILDREN'S SERVICES OF NORTHERN NEW JERSEY | ||||||||||||
| 1485 TEANECK ROAD | TEANECK | NJ | 07666 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $11,000 | ||||||
| JEWISH FEDERATION OF NORTHERN NEW JERSEY | ||||||||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $585,000 | ||||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $70,000 | ||||||
| JEWISH HERITAGE PROGRAMS | ||||||||||||
| 4032 SPRUCE STREET | PHILADELPHIA | PA | 19104 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $25,000 | ||||||
| JEWISH HOME FOUNDATION OF NORTH JERSEY INC | ||||||||||||
| 10 LINK DRIVE | ROCKLEIGH | NJ | 07647 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,100,000 | ||||||
| JEWISH WOMEN INTERNATIONAL | ||||||||||||
| 1129 20TH STREET NW SUITE 801 | WASHINGTON | DC | 20036 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $50,000 | ||||||
| M2-THE INSTITUTE FOR EXPERIENTIAL JEWISH EDUCATION | ||||||||||||
| 68 3RD STREET SUITE 113 | BROOKLYN | NY | 11231 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $55,000 | ||||||
| MAOZ-SEAL | ||||||||||||
| NC | TO FURTHER DONEES EXEMPT PURPOSE | $850,000 | HAMELACHA 4 | LOD | IS | |||||||
| MASJID WAARITH UD DEEN | ||||||||||||
| PO BOX 438 | IRVINGTON | NJ | 07111 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $35,000 | ||||||
| MODERN WIDOWS CLUB | ||||||||||||
| 127 W FAIRBANKS AVENUE 282 | WINTER PARK | FL | 32789 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | ||||||
| MOISHE HOUSE | ||||||||||||
| 441 SAXONY ROAD BARN 2 | ENCINITAS | CA | 92024 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $50,000 | ||||||
| MOVING TRADITIONS | ||||||||||||
| 8380 OLD YORK ROAD SUITE 4300 | ELKINS PARK | PA | 19027 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $40,000 | ||||||
| NEFESH B'NEFESH JEWISH SOULS UNITED INC | ||||||||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $150,000 | ||||||
| NEW ISRAEL FUND | ||||||||||||
| 6 EAST 39TH STREET SUITE 301 | NEW YORK | NY | 100160112 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $60,000 | ||||||
| NEW VENTURE FUND | ||||||||||||
| 1828 L STREET NW SUITE 300-A | WASHINGTON | DC | 20036 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $25,000 | ||||||
| NLI USA INC | ||||||||||||
| 25 WEST 45TH STREET SUITE 504 | NEW YORK | NY | 100364902 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $50,000 | ||||||
| NYC MUSLIM-JEWISH SOLIDARITY COMMITTEE INC | ||||||||||||
| 20 LIBERTY STREET WH | NEWBURGH | NY | 12550 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $35,000 | ||||||
| OPERATION BENJAMIN INC | ||||||||||||
| 26 PANSY LANE | MONTICELLO | NY | 12701 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $25,000 | ||||||
| PATRONS OF THE ARTS IN THE VATICAN MUSEUMS NORTH AMERICAN SERVICES | ||||||||||||
| 835 NORTH RUSH STREET | CHICAGO | IL | 60611 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | ||||||
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,505,000 | ||||||
| PRESIDENT AND TRUSTEES OF BATES COLLEGE | ||||||||||||
| 2 ANDREWS ROAD | LEWISTON | ME | 04240 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $20,000 | ||||||
| RAMAPO COLLEGE FOUNDATION | ||||||||||||
| 505 RAMAPO VALLEY RD | MAHWAH | NJ | 074301623 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $489,082 | ||||||
| REMA HORT MANN FOUNDATION | ||||||||||||
| 153 HUDSON STREET | NEW YORK | NY | 10013 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $20,000 | ||||||
| SERVICES FOR CHILDREN WITH HIDDEN INTELLIGENCE (SCHI) | ||||||||||||
| 1771 MADISON AVENUE SUITE 8 | LAKEWOOD | NJ | 08701 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $25,000 | ||||||
| SHALOM HARTMAN INSTITUTE | ||||||||||||
| NC/ER | TO FURTHER DONEES EXEMPT PURPOSE | $465,000 | 11 GEDALYAHU ALON PO BOX 8029 | JERUSALEM | IS | 93113 | ||||||
| SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | ||||||||||||
| 475 RIVERSIDE DRIVE SUITE 1450 | NEW YORK | NY | 10115 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $660,000 | ||||||
| SISTERHOOD OF SALAAM SHALOM | ||||||||||||
| PO BOX 7117 | NORTH BRUNSWICK | NJ | 08902 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $50,000 | ||||||
| TABLE TO TABLE | ||||||||||||
| 611 ROUTE 46 WEST SUITE 240 | HASBROUCK HEIGHTS | NJ | 07604 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $100,000 | ||||||
| TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING | ||||||||||||
| 55 BROAD STREET 17TH FLOOR | NEW YORK | NY | 10004 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $15,000 | ||||||
| THE ELISABETH MORROW SCHOOL | ||||||||||||
| 435 LYDECKER STREET | ENGLEWOOD | NJ | 07631 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 | ||||||
| THE JEWISH COMMUNITY CENTER IN MANHATTAN INC | ||||||||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 100238205 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 | ||||||
| THE OLGA LENGYEL INSTITUTE FOR HOLOCAUST STUDIES AND HUMAN RIGHTS | ||||||||||||
| 58 E 79TH ST | NEW YORK | NY | 10075 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $50,000 | ||||||
| THE SANDRA AND ARNOLD GOLD HUMANISM RESEARCH FUND INC | ||||||||||||
| 260 LINCOLN STREET | ENGLEWOOD | NJ | 07631 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $30,000 | ||||||
| THE SCHOLARSHIP FUND FOR INNER-CITY CHILDREN | ||||||||||||
| 171 CLIFTON AVE | NEWARK | NJ | 07104 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | ||||||
| THE SHEBA FUND FOR HEALTH SERVICES AND RESEARCH | ||||||||||||
| NC & ER | TO FURTHER DONEES EXEMPT PURPOSE | $150,000 | BITAN 64 SHEBA MEDICAL CENTER | TEL HASHOMER | IS | 52612 | ||||||
| THE VOLUNTEER CENTER OF BERGEN COUNTY INC | ||||||||||||
| 64 PASSAIC STREET | HACKENSACK | NJ | 07601 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $15,000 | ||||||
| TIDES CENTER | ||||||||||||
| PO BOX 889385 | LOS ANGELES | CA | 900889385 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,500 | ||||||
| TIKVA CORP | ||||||||||||
| 8 HENDERSON DRIVE | WEST CALDWELL | NJ | 07006 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 | ||||||
| UNCHAINED AT LAST | ||||||||||||
| 208 LENOX AVE 189 | WESTFIELD | NJ | 07090 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | ||||||
| WORLD CENTRAL KITCHEN | ||||||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,093,512 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICA-ISRAEL CULTURAL FOUNDATION | |||||||
| 322 8TH AVE STE 1702 | NEW YORK | NY | 10001 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 | |
| AMERICAN FRIENDS OF OGEN | |||||||
| 2330 MILTON ROAD | UNIVERSITY HEIGHTS | OH | 44118 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $465,000 | |
| AMERICAN FRIENDS OF SHEBA MEDICAL CENTER INC | |||||||
| 6505 WILSHIRE BLVD STE 615 | LOS ANGELES | CA | 90048 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,500,000 | |
| CHRONICLE OF A PEOPLE FOUNDATION INC | |||||||
| C/O FRANCOIS CHATEAU DENTONS US | NEW YORK | NY | 100201089 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,500,000 | LLP1221 AVENUE OF THE AMERICAS |
| DIABETES RESEARCH INSTITUTE FOUNDATION | |||||||
| 200 SOUTH PARK ROAD SUITE 100 | HOLLYWOOD | FL | 33021 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | |
| EMORY UNIVERSITY | |||||||
| 1599 CLIFTON ROAD NE 4TH FLOOR | ATLANTA | GA | 30322 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $15,000 | |
| FRIENDS OF IR DAVID INC | |||||||
| 99 WALL STREET 5727 | NEW YORK | NY | 10005 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | |
| GARIN OMETZ AKKO | |||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $7,500 | |
| ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $25,000 | |
| JEWISH FEDERATION OF NORTHERN NEW JERSEY | |||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $605,000 | |
| JTA-MJL NEW CORP | |||||||
| 520 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 | |
| MOMENTUM UNLIMITED INC | |||||||
| 6101 EXECUTIVE BLVD STE 240 | ROCKVILLE | MD | 20852 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | |
| NLU USA | |||||||
| 25 W 45TH STREET STE 701 | NEW YORK | NY | 10036 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $2,000,000 | |
| OPERATION BENJAMIN INC | |||||||
| 26 PANSY LANE | MONTICELLO | NY | 12701 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $20,000 | |
| PEF ISRAEL | |||||||
| 629 THIRD AVENUE STE 1501 | NEW YORK | NY | 10017 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $135,000 | |
| THE DEMOCRACY COUNCIL OF CALIFORNIA | |||||||
| 10736 JEFFERSON BLVD | CULVER CITY | CA | 90230 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $50,000 | |
| US FRIENDS OF THE VAN LEER JERUSALEM INSTITUTE | |||||||
| 6324 24TH ST N | ARLINGTON | VA | 22207 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $35,000 | |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,412,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $314 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,541,914 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $101,709 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,433 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,019 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,607,351 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $105,728 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,365,012 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,470,740 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CBIZ MARKS PANETH | CategoryTxt |
| Amt | $87,500 | Amt |
| Net Investment Income | $8,531 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $78,969 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR INTERRELIGIOUS UNDERSTANDING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 492-C CEDAR LANE PMB 127 | AddressLine1Txt |
| City | TEANECK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-12-14 | GrantDt |
| Grant | $150,000 | GrantAmt |
| Purpose Of Grant | GENERAL OPERATING SUPPORT FOR THE MISSION OF THE CIU: TO EXPLORE THE THEOLOGICAL FOUNDATIONS AND COMMON GOALS OF THE WORLD'S RELIGIONS, TO PREVENT RELIGIOUS STEREOTYPES AND INTOLERANCE, AND TO FOSTER GENUINE UNDERSTANDING. | PurposeOfGrantTxt |
| Dates Of Reports By Grantee | 2/20/21, 5/15/21, 5/31/21, 10/1/21 | DatesOfReportsByGranteeTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | AVENUE EUROPE | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $4,019 | GrossSalesPriceAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $4,019 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMOON 2 FUND | FMV | $3,962,800 | $3,962,800 |
| ARISTOTLE BOSTON SMALL CAP EQUITY ACCOUNT | FMV | $11,002,231 | $11,002,231 |
| AXIOM INTERNATIONAL | FMV | $8,223,800 | $8,223,800 |
| BRAHMAN PARTNERS II OFFSHORE | FMV | $7,751,565 | $7,751,565 |
| BRIDGES ISRAEL | FMV | $1,393,614 | $1,393,614 |
| CANYON VALUE REALIZATION FUND | FMV | $4,157,632 | $4,157,632 |
| CORVEX OFFSHORE II LTD | FMV | $6,362,300 | $6,362,300 |
| ENTRE CAPITAL | FMV | $2,549,597 | $2,549,597 |
| GOVERNORS LANE | FMV | $8,528,300 | $8,528,300 |
| GSO CAPITAL SOLUTIONS OVERSEAS | FMV | $108,000 | $108,000 |
| HAWKEYE CAPITAL OFFSHORE | FMV | $4,772,900 | $4,772,900 |
| JVP MEDIA V | FMV | $590,034 | $590,034 |
| JVP VII LP | FMV | $6,796,969 | $6,796,969 |
| JVP VII OPPORTUNITY LP | FMV | $4,238,167 | $4,238,167 |
| JVP VIII LP | FMV | $4,903,558 | $4,903,558 |
| LAKEWOOD CAPITAL OFFSHORE FUND, LTD. | FMV | $6,417,600 | $6,417,600 |
| LP - MILLENIUM | FMV | $2,959,000 | $2,959,000 |
| OCH-ZIFF OVERSEAS FUND II | FMV | $18,550 | $18,550 |
| PITANGO HEALTHTECH FUND I, L.P. | FMV | $2,173,700 | $2,173,700 |
| RIVULET CAPITAL | FMV | $5,285,300 | $5,285,300 |
| SHANNON RIVER DOONBEG FUND | FMV | $3,263,547 | $3,263,547 |
| SHELTER VENTURE FUND | FMV | $40,700 | $40,700 |
| TPG - AXON PARTNERS (OFFSHORE) | FMV | $173,090 | $173,090 |
| VANGUARD INST. | FMV | $25,681,491 | $25,681,491 |
| VARDE INVESTMENT PARTNERS | FMV | $5,245,915 | $5,245,915 |
| VIOLA PARTNERS FUND 4 | FMV | $3,711,879 | $3,711,879 |
| VIOLA PARTNERS FUND 5 | FMV | $2,738,008 | $2,738,008 |
| VPARTNERS III | FMV | $1,462,423 | $1,462,423 |
| JVP CAPITAL GROWTH OPPORTUNITY X | FMV | $3,694,301 | $3,694,301 |
| TRI-VENTURES | FMV | $1,832,194 | $1,832,194 |
| GQG PARTNERS EMERGING MARKETS EQUITY FUND | FMV | $3,301,762 | $3,301,762 |
| ARTISAN INTERNATIONAL VALUE FUND | FMV | $4,511,107 | $4,511,107 |
| AVENUE EUROPE PRIVATE LENDING | FMV | $5,089,400 | $5,089,400 |
| AVENUE EUROPE SPECIAL SITUATIONS | FMV | $775,300 | $775,300 |
| TAKWIN VENTURES | FMV | $150,000 | $150,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LAURA SOLOMON ESQ | $13,018 | $1,269 | $11,749 |
| WILENTZ, GOLDMAN & SPITZER | $3,322 | $324 | $2,998 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REDEMPTIONS REC. | $8,190,282 | $3,728 | $3,728 |
| BENEFICIAL INTEREST IN CHARITABLE LEAD UNITRUST | $14,215,163 | $10,309,800 | $10,309,800 |
| OPERATING LEASE RIGHT-OF-USE ASSETS | $1,948,538 | $1,948,538 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN VALUE OF CHARITABLE LEAD UNITRUST | $2,534,900 |
| UNREALIZED LOSS ON INVESTMENTS | $41,941,918 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $56,585 | $5,517 | $51,068 |
| MISCELLANEOUS | $15,515 | $1,513 | $14,002 |
| OFFICE EXPENSE | $21,009 | $2,048 | $18,961 |
| TELEPHONE | $9,176 | $895 | $8,281 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PARTNERSHIP INVESTMENT INCOME | $215,433 | $215,433 | $215,433 |
| UBTI TAXABLE INCOME | $101,709 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVISION FOR TAXES | Desc |
| Amt | $449,457 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEF. TAX LIABILITY | $1,324,656 | $603,000 |
| LEASE LIABILITY | $0 | $1,965,009 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ARISTOTLE INVESTMENT FEES | $99,104 | $99,104 | $0 |
| GSO INVESTMENT FEES | $5,011 | $5,011 | $0 |
| PARTNERSHIP FEES | $1,259,153 | $1,259,153 | $0 |
| PHILANTHROPIC CONSULTING & PROGRAM EVALUATION | $1,368,098 | $0 | $1,368,098 |
| PRIME BUCHOLZ | $170,285 | $170,285 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $113,628 | $11,079 | $102,549 |
| FOREIGN TAXES PAID | $37,607 | $37,607 | $0 |
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