2022-05-12T11:22:22-05:00 2021-06-30 132781641 MITCHELL & TITUS LLP 80 PINE STREET NEW YORK NY 10005 990 2020-07-01 132896345 JACKIE ROBINSON FOUNDATION INC JACK 2122908600 75 VARICK STREET 2ND FLOOR NEW YORK NY 100131917 DELLA BRITTON BAEZA PRESIDENT AND CEO 2122908600 2022-05-12 1 DELLA BRITTON BAEZA 999009999 FREDERICK E DAVIS JR P00446023 2127094500 2022-05-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DELLA BRITTON BAEZA 75 VARICK STREET 2ND FLOOR NEW YORK NY 100131917 13159804 0 X WWW.JACKIEROBINSON.ORG X 1973 NY SEE SCHEDULE O 30 29 21 228 0 0 14340989 8233384 0 0 232207 405983 13576 22967 14586772 8662334 1684220 1967273 0 0 2669355 2744301 0 0 1902714 6145782 4239974 10499357 8951548 4087415 -289214 31532366 30161175 9192486 7925776 22339880 22235399 X THE JACKIE ROBINSON FOUNDATION PROVIDES COLLEGE AND GRADUATE SCHOOL SCHOLARSHIPS AS WELL AS LEADERSHIP DEVELOPMENT OPPORTUNITIES FOR STUDENTS OF COLOR WITH STRONG CAPABILITIES BUT LIMITED FINANCIAL RESOURCES. THE FOUNDATION IS DISTINCTIVE FOR THE DEPTH OF ITS MENTORING PROGRAM, WHICH RESULTS IN A NEARLY 100% GRADUATION RATE AMONG ITS STUDENT CONSTITUENTS. THE FOUNDATION ALSO STRIVES TO ENSURE THAT JACKIE ROBINSON'S COMMITMENT TO SOCIAL JUSTICE WILL BE CARRIED FORTH IN THE LIVES OF THESE YOUNG PEOPLE AS THEY ASSUME LEADERSHIP ROLES THROUGHOUT SOCIETY. 0 0 4435613 1967273 16340 MENTORING AND LEADERSHIP DEVELOPMENT PROGRAM: PROVIDES A COMPREHENSIVE PROGRAM OF DIRECT GRANTS, INTENSIVE MENTORING, PROFESSIONAL AND LIFE SKILLS DEVELOPMENT AND CAREER GUIDANCE FOR UNDER-SERVED MINORITY YOUTH. 722474 0 0 PUBLIC INFORMATION: PROVIDES TO THE PUBLIC GENERAL INFORMATION ABOUT THE ACTIVITIES OF THE FOUNDATION AND SERVICES PROVIDED TO STUDENTS. 243385 0 0 ARCHIVES: CHRONICLES JACKIE ROBINSON'S LIFE IN BASEBALL, AND AS A BUSINESSMAN, PHILANTHROPIST AND SOCIAL ACTIVIST. MAINTAINS ARCHIVES OF DOCUMENTS AND ARTIFACTS FOR PUBLIC EDUCATION PURPOSES. 896096 0 0 MUSEUM DEVELOPMENT COSTS 896096 0 0 6297568 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 38 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 29 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL CA CT DE ID IN IA ME MA MN MO MT NE NV NH NJ NY OR RI SD TX UT VT VA WV WI IL OH PA MD WA X X LATONYA JOHNSON 2122908600 75 VARICK STREET 2ND FLOOR NEW YORK NY 100131917 GREGG A GONSALVES CHAIRMAN 5.00 0.00 X X 0 0 0 SHARON ROBINSON VICE CHAIR 2.00 0.00 X X 0 0 0 MARTIN L EDELMAN SECRETARY 2.00 0.00 X X 0 0 0 JOSE M RIVERA TREASURER 2.00 0.00 X X 0 0 0 DELLA BRITTON BAEZA PRESIDENT AND CEO 60.00 0.00 X X 284424 0 32931 RICHARD BLANK DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL CLEMENTI DIRECTOR 2.00 0.00 X 0 0 0 LEONARD S COLEMAN JR DIRECTOR 2.00 0.00 X 0 0 0 CHRISTOPHER DEAN DIRECTOR 2.00 0.00 X 0 0 0 MICHELLE GADSEN-WILLIAMS DIRECTOR 2.00 0.00 X 0 0 0 STEVE GREENBERG DIRECTOR 2.00 0.00 X 0 0 0 WILLIAM HANSEN DIRECTOR 2.00 0.00 X 0 0 0 ARTHUR HAYES DIRECTOR 2.00 0.00 X 0 0 0 DELAND KAMANGA DIRECTOR 2.00 0.00 X 0 0 0 CHRISTOPHER KOCH DIRECTOR 2.00 0.00 X 0 0 0 ERNEST NEWBORN DIRECTOR 2.00 0.00 X 0 0 0 PETER O'MALLEY DIRECTOR 2.00 0.00 X 0 0 0 ZIAD OJAKLI DIRECTOR 2.00 0.00 X 0 0 0 SONYA PANKEY DIRECTOR 2.00 0.00 X 0 0 0 JOSEPH J PLUMERI DIRECTOR 2.00 0.00 X 0 0 0 DAVID ROBINSON DIRECTOR 2.00 0.00 X 0 0 0 RACHEL ROBINSON DIRECTOR 2.00 0.00 X 8307 0 0 STEVE ROSS DIRECTOR 2.00 0.00 X 0 0 0 NORMAN SIEGEL DIRECTOR 2.00 0.00 X 0 0 0 SHAWN SMEALLIE DIRECTOR 2.00 0.00 X 0 0 0 BYRON SPRUELL DIRECTOR 2.00 0.00 X 0 0 0 ALBA TULL DIRECTOR 2.00 0.00 X 0 0 0 ARI UNTRACHT DIRECTOR 2.00 0.00 X 0 0 0 SOBANI WARNER DIRECTOR 2.00 0.00 X 0 0 0 STEPHEN M ROSS DIRECTOR 2.00 0.00 X 0 0 0 LA'TONYA JOHNSON VP, CHIEF OPERATIONS OFFICER 60.00 0.00 X 243669 0 21184 DAMIAN TRAVIER VP, CHIEF PROGRAM OFFICER 50.00 0.00 X 143784 0 35783 IVO PHILBERT VP, EXTERNAL AFFAIRS 50.00 0.00 X 121055 0 18632 STEPHEN LYNCH VP, SPONSOR RELATIONS 60.00 0.00 X 135531 0 17575 JENNIFER JENSEN JRM, CURATOR 50.00 0.00 X 145393 0 21767 FRANNY KENT JRM, EDUCATIONAL PROGRAMS 50.00 0.00 X 136116 0 28307 1218279 0 176179 9 0 1 0 ZUBATKIN OWNER REPRESENTATION 333 W 52ND STREET NEW YORK NY 10019 CONSULTATIVE SERVICES FOR CONST. PROJ. 137055 1 8233384 8233384 132969 132969 6627 0 6627 6627 6627 4770484 4497470 273014 273014 273014 REGISTRATION FEES 900099 5646 5646 10694 10694 16340 8662334 16340 0 412610 1967273 1967273 815715 456763 103581 255371 1374799 934646 41023 399130 112289 69619 5614 37056 432818 266268 22246 144304 8680 5381 434 2865 74792 41136 18698 14958 37289 37289 650087 398671 75429 175987 55178 20556 6073 28549 382017 238001 74041 69975 276986 152212 46097 78677 2055377 1533701 289798 231878 53886 34986 10137 8763 -19726 -20809 551 532 170785 12261 5179 153345 303772 82310 13224 208238 80398 41661 18137 20600 DUES AND SUBSCRIPTION 71760 44559 9068 18133 STORAGE 28199 15135 6880 6184 GRANTS & SCHOLARSHIPS 13132 0 3876 9256 6042 3238 1180 1624 8951548 6297568 751266 1902714 225468 3252136 1254308 210252 17329520 12297479 121765 59417 43346 44236 91986 126151 11914532 3624160 7292880 8290372 4999211 5733121 100000 100000 44606 25453 29276 22558 31532366 30161175 2041808 2964076 147482 147482 1000000 0 4445516 3358064 350000 350000 1207680 1106154 9192486 7925776 X -14576366 -14714802 36916246 36950201 22339880 22235399 31532366 30161175 -289214 184733 0 X 0 1 X 1 0 X 10584587 8757408 13860438 14340989 8233384 55776806 10584587 8757408 13860438 14340989 8233384 55776806 15752121 40024685 240215 219209 238274 219440 139595 1056733 2262 2262 20632 12603 16414 6971 16340 72960 56908761 0.70330 0.69530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10653490 18639 550110 1092000 10130239 10998170 432800 -427480 350000 10653490 10724286 15000 498454 239570 10998170 11056712 15000 491838 413111 426153 10724286 10826134 7651 722927 250000 250000 11056712 0.59728 0.00000 0.40272 1 1 0 3327982 2160334 1167648 1004927 790492 214435 7581623 673334 6908289 8290372 DEFERRED RENT OBLIGATION 1106154 1106154 X 8924178 184733 114400 299133 8625045 37289 37289 8662334 9028659 114400 114400 8914259 37289 37289 8951548 PART V, LINE 4: THE BOARD OF DIRECTORS ESTABLISHED A PERMANENT ENDOWMENT IN 1986, SPECIFYING THAT THE CAPITAL OF THE ENDOWMENT WOULD BE RETAINED AND INVESTED, THAT THERE WOULD BE NO WITHDRAWAL OF CAPITAL EXCEPT UPON APPROVAL OF THE BOARD, AND THAT THE EARNINGS FROM THE ENDOWMENT'S INVESTMENTS MAY BE USED UPON THE BOARD'S APPROVAL FOR THE FOUNDATION'S OPERATIONS. IN 1992, THE BOARD ESTABLISHED THE ENDOWED SCHOLARSHIP FUNDS, SPECIFYING THAT THE CAPITAL OF THE ENDOWMENT WOULD BE RETAINED AND INVESTED AND THAT THE EARNINGS FROM THE ENDOWMENT'S INVESTMENTS WOULD BE USED TO PROVIDE SCHOLARSHIPS THROUGH THE FOUNDATION'S PROGRAMS. IN 1996, THE BOARD OF DIRECTORS ESTABLISHED THE SPIKE LEE YOUTH MOTIVATION ACHIEVEMENT AWARD FUND AND RESOLVED THAT THE FUND WILL BE USED TO SUPPORT AN ANNUAL CASH AWARD TO A FOUNDATION SCHOLAR WITH THE MOST OUTSTANDING COMMUNITY SERVICE INVOLVEMENT. IN 2001, THE BOARD AGREED TO SEGREGATE THE COMMEMORATIVE COIN SURCHARGE INCOME WITHIN THE PERMANENT ENDOWMENT FUND. PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE UNCERTAIN TAX POSITIONS TAKEN BY THE FOUNDATION. THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION ARE RECOGNIZED WHEN THE POSITION IS MORE-LIKELY-THAN-NOT, BASED ON THE TECHNICAL MERITS, TO BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2021, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE FOUNDATION HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2018. 1 GRANTS AND SCHOLARSHIPS-TUITION ASSISTANCE 238 1967273 PART I, LINE 2: GRANT RECIPIENTS ARE REQUIRED TO SUBMIT THEIR FAFSA, AWARD LETTER AND BURSAR'S BILL FOR REVIEW. X X X X X 0 0 0 0 0 0 0 0 0 DELLA BRITTON BAEZA PRESIDENT AND CEO 284424 0 0 0 0 0 16575 0 16356 0 317355 0 0 0 LA'TONYA JOHNSON VP, CHIEF OPERATIONS OFFICER 243669 0 0 0 0 0 11550 0 9634 0 264853 0 0 0 DAMIAN TRAVIER VP, CHIEF PROGRAM OFFICER 143784 0 0 0 0 0 7730 0 28053 0 179567 0 0 0 STEPHEN LYNCH VP, SPONSOR RELATIONS 135531 0 0 0 0 0 8040 0 9535 0 153106 0 0 0 JENNIFER JENSEN JRM, CURATOR 145393 0 0 0 0 0 5318 0 16449 0 167160 0 0 0 FRANNY KENT JRM, EDUCATIONAL PROGRAMS 136116 0 0 0 0 0 9068 0 19239 0 164423 0 0 0 GREGG A GONSALVES BOARD MEMBER TO ASSIST FOUNDATION'S CASH FLOW ISSUES X 400000 0 1 1 JOSEPH J PLUMERI BOARD MEMBER TO ASSIST FOUNDATION'S CASH FLOW ISSUES X 300000 0 1 1 MARTIN L EDELMAN BOARD MEMBER TO ASSIST FOUNDATION'S CASH FLOW ISSUES X 350000 0 1 1 FORM 990, PART VI, SECTION A, LINE 2 RACHEL ROBINSON, FOUNDER OF THE JACKIE ROBINSON FOUNDATION AND A MEMBER OF THE JRF BOARD OF DIRECTORS IS THE MOTHER OF JRF BOARD MEMBERS SHARON ROBINSON (VICE CHAIRPERSON) AND DAVID ROBINSON. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT WORKS WITH THE AUDITORS TO PREPARE A DRAFT OF THE AUDITED FINANCIAL STATEMENTS AND THE 990. THE PREPARED DRAFTS ARE SUBMITTED TO THE AUDIT COMMITTEE, WHO WORK WITH THE INDEPENDENT AUDITORS AND TAX PREPARERS REVIEWS THE DOCUMENT. ANY ADDITIONS AND CORRECTIONS ARE MADE, AND A REVISED DRAFT IS DISTRIBUTED IN WHOLE, VIA MAIL OR DIGITAL (AS REQUESTED) TO EACH BOARD MEMBER AS PART OF THEIR BOARD BOOK MATERIALS FOR THE FALL MEETING. DURING THE FALL BOARD MEETING, DURING THE AUDIT COMMITTEE'S PRESENTATION, MEMBERS MAY ASK QUESTIONS OR OFFER CORRECTIONS. A VOTE IS THEN TAKEN IN WHICH MEMBERS ACKNOWLEDGE THAT THEY HAVE REVIEWED AND APPROVED THE DOCUMENT. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE JRF BOARD OF DIRECTORS AND STAFF RECEIVES A COPY OF THE CONFLICT OF INTEREST POLICY AND A DISCLOSURE AND CERTIFICATION FORM. THE FORM ASKS EACH PERSON TO CERTIFY THAT: (1) THEY HAVE RECEIVED AND READ THE POLICY; (2) HAVE AGREED TO COMPLY WITH THE POLICY; AND (3) UNDERSTAND THAT AS A CHARITABLE ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL EXEMPTION, JRF MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS EXEMPT PURPOSES AND WILL NOT ENGAGE IN ACTIVITIES OR TRANSACTIONS THAT PROVIDE IMPERMISSIBLE BENEFITS TO INDIVIDUALS OR ENTITIES. FURTHER, THE FORM REQUIRES EACH PERSON TO: (1) CERTIFY THAT HE OR SHE HAS NO ACTUAL OR POSSIBLE CONFLICT AND (2) DESCRIBE ANY RELATIONSHIPS, TRANSACTIONS OR CIRCUMSTANCES THAT COULD RESULT IN A CONFLICT BETWEEN JRF'S INTERESTS AND HIS OR HER PERSONAL OR FINANCIAL INTERESTS. TO AID IN THIS DISCOVERY, RESPONDENTS ARE PROVIDED A MASTER LISTING OF ALL JRF SPONSORS, VENDORS AND STAFF TO CROSS REFERENCE THEIR ACTIVITIES. ANY CITED CONFLICTS ARE DISCLOSED AT THE BOARD OF DIRECTORS' ANNUAL MEETING. CONFLICTS ARE ALSO MADE KNOWN TO JRF'S AUDITORS AND WHERE APPROPRIATE, DISCLOSED IN THE NOTES OF JRF'S ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S SALARY WAS SET VIA CONTRACT BY THE EXECUTIVE COMMITTEE OF THE JRF BOARD OF DIRECTORS IN 2004 UPON HIRING. THE COO PROVIDES THE CHAIRMAN OF THE BOARD A REPORT ANNUALLY WHICH SHOWS THE SALARIES OF COMPARABLE EXECUTIVES BASED ON 990 FILINGS AND THE NON-PROFIT EXECUTIVE REPORT WHICH IS ISSUED EACH YEAR. INCREASES IN THE CEO'S SALARY ARE CONVEYED TO THE STAFF BY THE CHAIRMAN OF THE BOARD OF DIRECTORS FOLLOWING A PERFORMANCE REVIEW BY THE EXECUTIVE COMMITTEE. THE CEO'S LAST WAGE INCREASE WAS IN 2020. COMPENSATION FOR THE JRF FOUNDER WAS SET IN 1995 BY THE EXECUTIVE COMMITTEE OF THE JRF BOARD OF DIRECTORS. THE FOUNDER'S LAST WAGE INCREASE WAS IN 2019 TO REFLECT THE INCREASES IN MINIMUM WAGE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS: ARTICLES OF INCORPORATION, BY-LAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE AT THE FOUNDATION'S HEADQUARTERS UPON REQUEST. JRF'S FORMS 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE WWW.JACKIEROBINSON.ORG AND AT GUIDESTAR.ORG.