RUSSELL BERRIE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
RUSSELL BERRIE FOUNDATION (EIN 22-2620908)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-16
IRS object ID
202203209349100620
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-16T01:22:42-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873707167PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MARKS PANETH LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1685 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222620908EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RUSSELL BERRIE FOUNDATIONBusinessNameLine1Txt
Business Name Line2A NEW JERSEY NONPROFIT CORPORATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRUSSBusinessNameControlTxt
Phone2019281880PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 FRANK W BURR BLVD BLD E 48AddressLine1Txt
CityTEANECKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07666ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANGELICA BERRIEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2019281880PhoneNum
Signature2022-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANGELICAPersonFirstNm
Person LastBERRIEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAGDALENA M CZERNIAWSKIPreparerPersonNm
PTINP00535099PTIN
Phone2125038800PhoneNum
Preparation2022-11-16PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$217,934,322FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,320InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,320InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,304,270DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,304,270DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$24,050,311NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$31,077,764GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$24,050,311CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$83,390OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$77,925OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$25,440,291TotalRevAndExpnssAmt
Total Net Invst Incm$25,434,826TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,621,285CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$156,964CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$756,321CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,241,113OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$78,544OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,162,569OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$350,072PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$24,505PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$309,292PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$10,388LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$727LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$9,661LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$75,881AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,312AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$70,569AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,730,703OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,256,014OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,380,088OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$670,895TaxesRevAndExpnssAmt
Taxes Net Invst Incm$45,762TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$117,352TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$29,478DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$2,063DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$208,874OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$14,621OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$194,253OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$144,593TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$10,122TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$134,471TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$84,666OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,927OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$78,739OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,167,948TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,600,561TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,213,315TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$31,834,509ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,780,280ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$39,002,457TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,600,561TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,993,595TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$13,562,166ExcessRevenueOverExpensesAmt
Net Investment Income$23,834,265NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,002,651SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$869,102SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$869,102SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$145,346PrepaidExpensesBOYAmt
Prepaid Expenses EOY$149,235PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$149,235PrepaidExpensesEOYFMVAmt
Other Investments BOY$179,514,408OtherInvestmentsBOYAmt
Other Investments EOY$193,755,417OtherInvestmentsEOYAmt
Other Investments EOYFMV$193,755,417OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$918,331LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$163,208LandBldgEquipAccumDeprecAmt
Land BOY$889LandBOYAmt
Land EOY$755,123LandEOYAmt
Land EOYFMV$755,123LandEOYFMVAmt
Other Assets BOY$14,793,397OtherAssetsBOYAmt
Other Assets EOY$22,405,445OtherAssetsEOYAmt
Other Assets EOYFMV$22,405,445OtherAssetsEOYFMVAmt
Total Assets BOY$195,456,691TotalAssetsBOYAmt
Total Assets EOY$217,934,322TotalAssetsEOYAmt
Total Assets EOYFMV$217,934,322TotalAssetsEOYFMVAmt
Accounts Payable BOY$53,219AccountsPayableBOYAmt
Accounts Payable EOY$1,151,974AccountsPayableEOYAmt
Grants Payable BOY$28,254,386GrantsPayableBOYAmt
Grants Payable EOY$37,308,615GrantsPayableEOYAmt
Other Liabilities BOY$1,075,473OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,324,656OtherLiabilitiesEOYAmt
Total Liabilities BOY$29,383,078TotalLiabilitiesBOYAmt
Total Liabilities EOY$39,785,245TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$152,937,200NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$163,933,914NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$13,136,413DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$14,215,163DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$166,073,613TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$178,149,077TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$195,456,691TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$217,934,322TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$166,073,613TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$13,562,166ExcessRevenueOverExpensesAmt
Other Increases$25,637,630OtherIncreasesAmt
Subtotal$178,149,077SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$178,149,077TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED STOCKS2021-12-31$21,568,918$6,984,989$14,583,929$14,583,929
JVP VIII LP2021-12-31$36,419$36,419$36,419
SHELTER VENTURE FUND LP2021-12-31$27,811$27,811$27,811
SANDERSON2021-12-31$15,848$15,848$15,848
JVP VIII LP2021-12-31$4,116$4,116$4,116
SANDERSON2021-12-31$1,398,677$1,398,677$1,398,677
JVP VII L.P2021-12-31$41,917-$41,917-$41,917
AXIOM2021-12-31$644,143$644,143$644,143
AXIOM2021-12-31$1,672,322$1,672,322$1,672,322
AVENUE EUROPE PRIVATE LENDING2021-12-31$9,466$9,466$9,466
VARDE INVESTMENT PARTNERS2021-12-31$397,100$397,100$397,100
OCH-ZIFF OVERSEAS FUND2021-12-31$8,985$8,985$8,985
CANYON VALUE2021-12-31$1,500,000$1,500,000$1,500,000
LP MILLENIUM2021-12-31$2,681,856$2,681,856$2,681,856
VIOLA PARTNERS 42021-12-31$547-$547-$547
VIOLA PARTNERS 42021-12-31$592,461$592,461$592,461
VIOLA PARTNERS 52021-12-31$180,422$180,422$180,422
AMOON 2 FUND2021-12-31$82,152$82,152$82,152
AMOON 2 FUND2021-12-31$257,068$257,068$257,068
FieldValueIRS element (for citing)
Capital Gain Net Income$24,050,311CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$331,296InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$331,296SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$331,296TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$27,653EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$100,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$127,653TotalPaymentsAndCreditsAmt
Es Penalty$1,632EsPenaltyAmt
Tax Due$205,275TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressRUSSELLBERRIEFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksADAM HIRSCHIndividualWithBooksNm
Phone2019281880PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1300 FRANK W BURR BLVD BLDG EASTAddressLine1Txt
CityTEANECKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP076666704ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (1)ForeignAccountsQuestionInd
Foreign CountryISForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ADAM HIRSCH
C/O THE RUSS BERRIE FD 300 FRANK WBURR BLVD BLDG EASTTEANECKNJ07666COO & CFO40.00$379,500$36,515$0
ANGELICA BERRIE
C/O THE RUSS BERRIE FD 300 FRANK WBURR BLVD BLDG EASTTEANECKNJ07666PRESIDENT/TRUSTEE20.00$0$0$0
DAVID ROSENBLATT
C/O THE RUSS BERRIE FD 300 FRANK WBURR BLVD BLDG EASTTEANECKNJ07666TRUSTEE5.00$0$0$0
ILAN KAUFTHAL
C/O THE RUSS BERRIE FD 300 FRANK WBURR BLVD BLDG EASTTEANECKNJ07666TRUSTEE5.00$0$0$0
MYRON ROSNER
C/O THE RUSS BERRIE FD 300 FRANK WBURR BLVD BLDG EASTTEANECKNJ07666SECRETARY15.00$0$0$0
RUTH SALZMAN
C/O THE RUSS BERRIE FD 300 FRANK WBURR BLVD BLDG EASTTEANECKNJ07666CEO (OUTGOING)40.00$533,785$25,054$0
SCOTT BERRIE
C/O THE RUSS BERRIE FD 300 FRANK WBURR BLVD BLDG EASTTEANECKNJ07666VICE PRESIDENT10.00$0$0$0
STEPHEN SEIDEN
C/O THE RUSS BERRIE FD 300 FRANK WBURR BLVD BLDG EASTTEANECKNJ07666TREASURER10.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
IDANA GOLDBERG
C/O RUSS BERRIE FD 300 FRANK W BURRTENANECKNJ07666CPO40.00$293,000$11,869$0
NAOMI SHANK
C/O RUSS BERRIE FD 300 FRANK W BURRTENANECKNJ07666PROGRAM DIRECTOR40.00$237,500$36,495$0
KAARIN VARON
C/O RUSS BERRIE FD 300 FRANK W BURRTENANECKNJ07666PROGRAM OFFICER40.00$137,000$34,719$0
PAUL KALMAN
C/O RUSS BERRIE FD 300 FRANK W BURRTENANECKNJ07666CONTROLLER40.00$118,864$14,166$0
SUSAN COKE
C/O RUSS BERRIE FD 300 FRANK W BURRTENANECKNJ07666GRANTS ADMINISTRATOR40.00$107,000$22,326$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k4OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
GLENPOINTE ASSOCIATES
PO BOX 2187SOUTH HACKENSACKNJ07606RENT/CONSTRUCTION$550,178
PRIME BUCHHOLZ
PO BOX 16011LEWISTONME04243INVESTMENT CONSULTING$164,016
DRG SEARCH
275 MADISON AVE STE 1203NEW YORKNY10016EMPLOYMENT SEARCH$133,222
ARISTOTLE
489 FIFTH AVENUE 10TH FLOORNEW YORKNY10017INVESTMENT MANAGEMENT FEFES$127,832
MARKS PANETH LLP
685 THIRD AVENUENEW YORKNY10017ACCOUNTING SERVICES$80,384
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE 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$1,011,776Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$44,477,548AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,253,572AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$150,436,857FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$199,167,977TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$199,167,977AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,987,520CashDeemedCharitableAmt
Net Vl Noncharitable Assets$196,180,457NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,809,023MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,809,023MinimumInvestmentReturnAmt
Tax Based On Investment Income$331,296TaxBasedOnInvestmentIncomeAmt
Total Tax$331,296TotalTaxAmt
Distributable Before Adj$9,477,727DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,477,727DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,477,727DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,993,595ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$26,993,595QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,477,727DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,652,578ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,885,390ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,100,403ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,586,404ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$17,098,313ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$53,323,088TotalExcessDistributionCyovAmt
Qualifying Distributions$26,993,595QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,477,727AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,515,868RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$70,838,956TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$6,652,578ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$64,186,378ExcessDistriCyovToNextYrAmt
Excess From Year4$7,885,390ExcessFromYear4Amt
Excess From Year3$10,100,403ExcessFromYear3Amt
Excess From Year2$11,586,404ExcessFromYear2Amt
Excess From Year1$17,098,313ExcessFromYear1Amt
Excess From Current Year$17,515,868ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientUSAddress/AddressLine2Txt
ADLER APHASIA CENTER
60 W HUNTER AVEMAYWOODNJ07607PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
AHAVAT YISROEL HUMANITY
147-02 73RD AVEQUEENSNY11367PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
ALLIANCE FOR MIDDLE EAST PEACE INC
1725 I ST NWWASHINGTONDC20006PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
ALPHA EPSILON PI FOUNDATION
8815 WESLEYAN ROADINDIANAPOLISIN46268PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
AMERICA-ISRAEL CULTURAL FOUNDATION
1140 BROADWAY 304NEW YORKNY10001PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
AMERICAN FRIENDS OF BAR ILAN UNIVERSITY
160 EAST 56TH STREET 5TH FLOORNEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$150,000
AMERICAN FRIENDS OF ITIM
247 WEST 36TH STREET 5TH FLOORNEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$100,000
AMERICAN FRIENDS OF OGEN
2330 MILTON RUNIVERSITY HEIGHTSOH44118PCTO FURTHER DONEES EXEMPT PURPOSE$500,000
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
1 BATTERY PARK PLAZANEW YORKNY10004PCTO FURTHER DONEES EXEMPT PURPOSE$125,000
AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE
1266 WEST PACES FERRY ROADATLANTAGA30327PCTO FURTHER DONEES EXEMPT PURPOSE$100,000
AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR THE DISABLED
1 NORTHFIELD PLAZA SUITE 300NORTHFIELDIL60093PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
AMERICAN FRIENDS OF THE PARENTS CIRCLE FAMILY FORUM
4 E 95TH ST APT 5CNEW YORKNY10128PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
AMERICAN FRIENDS OF THE TEL AVIV UNIVERSITY
8 W 40TH ST 8TH FLRNEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
AMERICAN JEWISH COMMITTEE
6760 PO BOX 7247PHILADELPHIAPA19170PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 3RD AVENEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$1,135,000
AMERICAN SOCIETY FOR TECHNION
55 E 59TH STREET 14TH FLOORNEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$1,895,000
AMERICA'S GROW A ROW INC
150 PITTSTOWN RDPITTSTOWNNJ08867PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
ASPEN INSTITUTE
477 MADISON AVENEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$150,000
BAR ILAN UNIVERSITY
160 E 56TH ST 5NEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$2,800,000
BERGEN FAMILY CENTER
10 BANTA PL STE 2HACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
BERGEN HATZALAH EMERGENCY MEDICAL SERVICES INC
240 BROAD AVENUEENGLEWOODNJ07631PCTO FURTHER DONEES EXEMPT PURPOSE$30,000
BERGEN VOLUNTEER MEDICAL INITIATIVE
75 ESSEX ST 100HACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$135,000
BETTER ANGEL'S SOCIETY
2000 MASSACHUSETTS AVE NWWASHINGTONDC20036PCTO FURTHER DONEES EXEMPT PURPOSE$250,000
BEZALEL ACADEMY OF ARTS AND DESIGN JERUSALEM
NC & ERTO FURTHER DONEES EXEMPT PURPOSE$1,000,000MT SCOPUS POB 24046JERUSALEMIS91240
BRANDEIS UNIVERSITY
PO BOX 9110WALTHAMMA02454PCTO FURTHER DONEES EXEMPT PURPOSE$100,000
CAUCUS EDUCATIONAL CORPORATION INC
75 MIDLAND AVEMONTCLAIRNJ07042PCTO FURTHER DONEES EXEMPT PURPOSE$2,500
CENTER FOR INTERRELIGIOUS UNDERSTANDING INC
492-C CEDAR LANE PMB 127TEANECKNJ07666PFTO FURTHER DONEES EXEMPT PURPOSE$150,000
CITY GREEN INC
171 GROVE STREETCLIFTONNJ07828PCTO FURTHER DONEES EXEMPT PURPOSE$60,000
CITY OF GARFIELD
111 OUTWATER LANEGARFIELDNJ07026PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
CITYMEALS ON WHEELS
355 LEXINGTON AVENUE THIRD FLOORNEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
COLUMBIA UNIVERSITY IRVING MEDICAL
622 W 168TH STREETNEW YORKNY10032PCTO FURTHER DONEES EXEMPT PURPOSE$2,085,902
COUNCIL OF NEW JERSEY GRANTMAKERS
1977 NORTH OLDEN AVENUEEWINGNJ08618PCTO FURTHER DONEES EXEMPT PURPOSE$6,635
COUNTY OF BERGEN DEPART OF HUMAN SERVICES
1 BERGEN COUNTY PLAZAHACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
DIABETES FOUNDATION INC
411 HACKENSACK AVEHACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$35,000
DIABETES RESEARCH INSTITUTE FOUNDATION
200 SOUTH PARK ROAD SUITE 100HOLLYWOODFL33021PCTO FURTHER DONEES EXEMPT PURPOSE$2,500
ELISABETH MORROW SCHOOL
435 LYDECKER STREETENGLEWOODNJ07631PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
EMORY UNIVERSITY
201 DOWMAN DRIVEATLANTAGA30322PCTO FURTHER DONEES EXEMPT PURPOSE$17,000
ENGLEWOOD HEALTH DEPARTMENT
73 S VAN BRUNT STENGLEWOODNJ07631PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
FRIENDS OF IR DAVID INC
575 LEXINGTON AVENUE 4TH FLOORNEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$8,000
FRIENDS OF JCC KRAKOW
74 LAFAYETTE AVE SUITE 101SUFFERNNY10901PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
FRIENDS OF OFANIM INC
1255 DRUMMERS LANE SUITE 200WAYNEPA19087PCTO FURTHER DONEES EXEMPT PURPOSE$100,000
FUGEES FAMILY INC
1933 E DUBLIN GRANVILLE RD 117COLUMBUSOH43229PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
GEORGE MASON UNIVERSITY
4400 UNIVERISY DRIVEFAIRFAXVA22030PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
GREATER BERGEN COMMUNITY ACTION
392 MAIN STHACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
HADASSAH ACADEMIC COLLEGE
NC & ERTO FURTHER DONEES EXEMPT PURPOSE$566,000HANEVIIM 37JERUSALEMIS
HAVERUT
63- 3RD AVEMIENEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$35,000
HIGH MOUNTAIN INSTITUTE
531 COUNTY RD 5ALEADVILLECO80461PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
HOLY NAME MEDICAL CENTER FOUNDATION
718 TEANECK ROADTEANECKNJ07666PCTO FURTHER DONEES EXEMPT PURPOSE$54,500
IMAGINATION PRODUCTIONS INC
11110 WEST OAKLAND PARK BOULEVARDSUNRISEFL33351PCTO FURTHER DONEES EXEMPT PURPOSE$25,000SUITE 288
IMPACT CUBED
441 SAXONY ROAD BARN 2ENCINITASCA92024PCTO FURTHER DONEES EXEMPT PURPOSE$60,000
INSTITUTE OF INTERNATIONAL EDUCATION
ONE WORLD TRADE CENTER 36TH FLOORNEW YORKNY10007PCTO FURTHER DONEES EXEMPT PURPOSE$940,099
INTER JEWISH MUSLIM ALLIANCE
1875 CONNECTICUT AVENUEWASHINGTONDC20009PCTO FURTHER DONEES EXEMPT PURPOSE$30,000
INTERNATIONAL DOMINICAN FOUNDATION
1 GALLERIA BLVDMETAIRIELA70001PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
ITREK
1460 BROADWAYNEW YORKNY10036PCTO FURTHER DONEES EXEMPT PURPOSE$60,000
JCC ON THE PALISADES
411 E CLINTON AVETENAFLYNJ07670PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
JCC ON THE PALISADES
411 EAST CLINTON AVENUETENAFLYNJ07670PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
JDRF INTERNATIONAL
1480 US-9WOODBRIDGENJ07095PCTO FURTHER DONEES EXEMPT PURPOSE$375,000
JERUSALEM FOUNDATION
420 LEXINGTON AVE 1645NEW YORKNY10170PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
JESPY HOUSE
102 PROSPECT STREETSOUTH ORANGENJ070792112PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
JEWBELONG
45 AFTERGLOW WAYVERONACA91367PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
JEWISH COMMUNITY CENTER OF METROWEST INC
760 NORTHFIELD AVENUE LEON TOBYWEST ORANGENJ07052PCTO FURTHER DONEES EXEMPT PURPOSE$155,000COOPERMAN BUILDING
JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA
520 EIGHTH AVENUE 4TH FLOORNEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$36,000
JEWISH COMMUNITY PROJECT OF LOWER MANHATTAN
146 DUANE STREETNEW YORKNY10013PCTO FURTHER DONEES EXEMPT PURPOSE$45,000
JEWISH FAMILY AND CHILDREN'S SERVICES OF NORTHERN NEW JERSEY
1485 TEANECK ROADTEANECKNJ07666PCTO FURTHER DONEES EXEMPT PURPOSE$36,000
JEWISH FEDERATION OF GREATER PITTSBURGH
234 MCKEE PLPITTSBURGHPA15213PCTO FURTHER DONEES EXEMPT PURPOSE$60,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVEPARAMUSNJ07652PCTO FURTHER DONEES EXEMPT PURPOSE$1,277,500
JEWISH FUNDERS NETWORK
150 W 30TH STREETNEW YORKNY10001PCTO FURTHER DONEES EXEMPT PURPOSE$255,000
JEWISH HERITAGE PROGRAMS
4032 SPRUCE STREETPHILADELPHIAPA19104PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
JEWISH HOME FOUNDATION OF NORTH JERSEY
10 LINK DRROCKLEIGHNJ07647PCTO FURTHER DONEES EXEMPT PURPOSE$150,000
JEWISH SERVICE FOR THE DEVELOPMENTALLY DISABLED OF METROWEST INC
270 PLEASANT VALLEY WAYWEST ORANGENJ07052PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
JFNNJ
50 EISENHOWER DRPARAMUSNJ07652PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
KESHET DONOR ADVISED FUND
NC & ERTO FURTHER DONEES EXEMPT PURPOSE$250,000POB 376SHFAYIMIS
LARGER THAN LIFE
54-15 35TH STLONG ISLAND CITYNY11101PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
MAOZ-SEAL
NC & ERTO FURTHER DONEES EXEMPT PURPOSE$1,125,0004 HAMELACHA STLODIS7152008
MODERN WIDOWS CLUB
127 W FAIRBANKS AVENUE 282WINTER PARKFL32789PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
MOMENTUM UNLIMITED INC
6101 EXECUTIVE BLVD SUITE 240ROCKVILLEMD20852PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
NAOMI BERRIE DIABETES CENTER AT COLUMBIA UNIVERSITY IRVING MEDICAL CENTER
RUSS BERRIE MEDICAL SCIENCENEW YORKNY10032PCTO FURTHER DONEES EXEMPT PURPOSE$60,000PAVILION 1150 ST NICHOLAS AVENUE
NEW ISRAEL FUND
6 E 39TH STNEW YORKNY10016PCTO FURTHER DONEES EXEMPT PURPOSE$85,000
NEW JERSEY CITIZEN ACTION EDUCATION
625 BROAD ST 270NEWARKNJ07102PCTO FURTHER DONEES EXEMPT PURPOSE$100,000
NEW JERSEY TOGETHER
PO BOX 136JERSEY CITYNJ07303PCTO FURTHER DONEES EXEMPT PURPOSE$75,000
NEW VENTURE FUND
1201 CONNECTICUT AVEWASHINGTONDC20036PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
NEW YORK COMMUNITY TRUST
909 3RD AVENEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
NLI USA
25 W 45TH ST STE 701NEW YORKNY10036PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
NYU GROSSMAN SCHOOL OF MEDICINE
1 PARK AVENUENEW YORKNY10016PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
PEF ISRAEL
629 THIRD AVENUE SUITE 1501NEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$1,986,500
RAMAPO COLLEGE FOUNDATION
505 RAMAPO VALLEY ROADMAHWAHNJ07430PCTO FURTHER DONEES EXEMPT PURPOSE$723,144
REMA HORT MANN FOUNDATION
153 HUDSON STREETNEW YORKNY10013PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
REUT USA
21550 OXNARD ST SUITE 1000WOODLANDCA91367PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
RUTGERS UNIVERSITY FOUNDATION
335 GEOREGE STNEW BRUNSWICKNJ08901PCTO FURTHER DONEES EXEMPT PURPOSE$72,000
SANDRA AND ARNOLD GOLD HUMANISM
260 LINCOLN STREETENGLEWOODNJ07631PCTO FURTHER DONEES EXEMPT PURPOSE$30,000
SCHOOL OF THE FUTURE PARENTS ASSOCIATION
127 EAST 22ND STREETNEW YORKNY10010PCTO FURTHER DONEES EXEMPT PURPOSE$6,000
SEFARIA INC
195 MONTAGUE ST 14TH FLOORBROOKLYNNY11201PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
SERVICES FOR CHILDREN WITH HIDDEN INTELLIGENCE (SCHI)
1771 MADISON AVENUE SUITE 8LAKEWOODNJ08701PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
SHALOM HARTMAN INSTITUTE
NC & ERTO FURTHER DONEES EXEMPT PURPOSE$1,000,00011 GEDALYAHU ALON STREETJERUSALEMIS
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115PCTO FURTHER DONEES EXEMPT PURPOSE$512,000
SHEBA FUND FOR HEALTH SERVICES
NC & ERTO FURTHER DONEES EXEMPT PURPOSE$150,00064 BITANTEL HASHOMERIS
SISTERHOOD OF SALAAM SHALOM
PO BOX 7117NORTH BRUNSWICKNJ08902PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
STANFORD UNIVERSITY
326 GALVEZ STSTANFORDCA94305PCTO FURTHER DONEES EXEMPT PURPOSE$14,000
START UP NATION CENTRAL
NC & ERTO FURTHER DONEES EXEMPT PURPOSE$250,00028 LILIENBLUM STTEL AVIVIS
STUPID STRONG
PO BOX 475COLLEYVILLETX76034PCTO FURTHER DONEES EXEMPT PURPOSE$1,000
SUSTAINABLE JERSEY
PO BOX 7718EWINGNJ086280718PCTO FURTHER DONEES EXEMPT PURPOSE$30,000
SYLVIA CENTER INC
PO BOX 931NEW YORKNY10014PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
TABLE TO TABLE
611 RT 46HASBROUCK HEIGHTSNJ07604PCTO FURTHER DONEES EXEMPT PURPOSE$100,000
TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING
55 BROAD STREET 17TH FLOORNEW YORKNY10004PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
TEL HAI COLLEGE
NC & ERTO FURTHER DONEES EXEMPT PURPOSE$125,000UPPER GALILEE 1220800 KIRYAT SHMONAHAZAFONIS
UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC
130 EAST 59TH STREETNEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$35,000
US FRIENDS OF THE MENACHEM BEGIN HERITAGE FOUNDATION
4525 SAGUARO TRLINDIANAPOLISIN46268PCTO FURTHER DONEES EXEMPT PURPOSE$8,000
VOLUNTEER CENTER OF BERGEN COUNTY
764 PASSAIC STHACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
WILLIAM PATERSON UNIVERSITY OF NEW JERSEY FOUNDATION
ATRIUM 300 POMPTON ROADWAYNENJ07470PCTO FURTHER DONEES EXEMPT PURPOSE$30,000
WOMEN'S RIGHTS INFORMATION CENTER
108 W PALISADE AVEENGLEWOODNJ07631PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
YOUNG JUDAEA GLOBAL INC
575 EIGHTH AVENUE 11TH FLOORNEW YORKNY100183549PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,780,280TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR THE DISABLED
1 NORTHFIELD PLAZA SUITE 300NORTHFIELDIL60093PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 3RD AVENEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$2,200,000
AMERICAN SOCIETY FOR TECHNION
55 E 59TH STREET 14TH FLOORNEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
BAR ILAN UNIVERSITY
160 E 56TH ST 5NEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$17,200,000
BERGEN VOLUNTEER MEDICAL INITIATIVE
75 ESSEX ST 100HACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
CAUCUS EDUCATIONAL CORPORATION INC
75 MIDLAND AVEMONTCLAIRNJ07042PCTO FURTHER DONEES EXEMPT PURPOSE$125,000
CHILD MIND INSTITUTE
101 E 56TH STNEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
CITY GREEN INC
171 GROVE STREETCLIFTONNJ07828PCTO FURTHER DONEES EXEMPT PURPOSE$210,000
COLUMBIA UNIVERSITY IRVING MEDICAL
622 W 168TH STREETNEW YORKNY10032PCTO FURTHER DONEES EXEMPT PURPOSE$40,000
COMMUNITY SECURITY SERVICE
99 WALL STREET 3690NEW YORKNY10005PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
DIABETES FOUNDATION INC
411 HACKENSACK AVEHACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$30,000
DIABETES RESEARCH INSTITUTE FOUNDATION
200 SOUTH PARK ROAD SUITE 100HOLLYWOODFL33021PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
EMORY UNIVERSITY
201 DOWMAN DRIVEATLANTAGA30322PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
FOODCORPS
80 BROAD ST SUITE 1303NEW YORKNY10004PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
FRIENDS OF JCC KRAKOW
74 LAYFAYETTE AVENUE SUITE 101SUFFERNNY10901PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
GLYNWOOD CENTER INC
PO BOX 157 362 GLYNWOOD ROADCOLD SPRINGNY10516PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
ISRAAID US GLOBAL HUMANITARIAN
PO BOX 61227PALO ALTOCA94306PCTO FURTHER DONEES EXEMPT PURPOSE$18,000
JDRF INTERNATIONAL
1480 US-9WOODBRIDGENJ07095PCTO FURTHER DONEES EXEMPT PURPOSE$1,125,000
JEWISH COMMUNITY CENTER OF METROWEST INC
LEON TOBY COOPERMAN BUILDING 760WEST ORANGENJ07052PCTO FURTHER DONEES EXEMPT PURPOSE$23,000NORTHFIELD AVENUE
JEWISH COMMUNITY LOUISVILLE
3600 DUTCHMANS LNLOUISVILLEKY40205PCTO FURTHER DONEES EXEMPT PURPOSE$6,500
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRPARAMUSNJ07652PCTO FURTHER DONEES EXEMPT PURPOSE$435,000
KESHET DONOR ADVISED FUND
NC & ERTO FURTHER DONEES EXEMPT PURPOSE$505,000POB 376SHFAYIMIS
MAOZ-SEAL
NC & ERTO FURTHER DONEES EXEMPT PURPOSE$1,035,0004 HAMELACHA STLODIS7152008
MOVING TRADITIONS
8380 OLD YORK ROAD SUITE 4300ELKINS PARKPA19027PCTO FURTHER DONEES EXEMPT PURPOSE$30,000
NAOMI BERRIE DIABETES CENTER AT COLUMBIA UNIVERSITY IRVING MEDICAL CENTER
RUSS BERRIE MEDICAL SCIENCENEW YORKNY10032PCTO FURTHER DONEES EXEMPT PURPOSE$30,000PAVILION 1150 ST NICHOLAS AVENUE
PEF ISRAEL
629 THIRD AVENUE SUITE 1501NEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$517,500
SHALOM HARTMAN INSTITUTE
NC & ERTO FURTHER DONEES EXEMPT PURPOSE$1,150,00011 GEDALYAHU ALON STREETJERUSALEMIS
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115PCTO FURTHER DONEES EXEMPT PURPOSE$200,000
SHEBA FUND FOR HEALTH SERVICES
NC & ERTO FURTHER DONEES EXEMPT PURPOSE$150,00064 BITANTEL HASHOMERIS
SISTERHOOD OF SALAAM SHALOM
PO BOX 7117NORTH BRUNSWICKNJ08902PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
START UP NATION CENTRAL
NC & ERTO FURTHER DONEES EXEMPT PURPOSE$150,00028 LILIENBLUM STTEL AVIVIS
TABLE TO TABLE
611 RT 46HASBROUCK HEIGHTSNJ07604PCTO FURTHER DONEES EXEMPT PURPOSE$100,000
VOLUNTEER CENTER OF BERGEN COUNTY
764 PASSAIC STHACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$25,530,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,320ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,304,270ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$83,390ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,050,311ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER PARTNERSHIP INCOMEDesc
Business523000BusinessCd
Unrelated Business Taxbl Incm-$5,465UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$5,465UnrelatedBusinessTaxblIncmAmt
Exclusion$25,440,291ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,434,826TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMARKS PANETH LLPCategoryTxt
Amt$75,881Amt
Net Investment Income$5,312NetInvestmentIncomeAmt
Disbursements Charitable Prps$70,569DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
SHALOM HARTMAN INSTITUTE
11 GEDALYAHU ALON STREETJERUSALEMIS2021-11-17$400,000THE BE'ERI PROGRAM, WHICH PIONEERS A NEW MODEL FOR SECULAR JEWISH PLURALISM, WORKS WITH SELECT SCHOOLS IN ISRAEL TO EMPOWER EDUCATORS, STUDENTS, AND PARENTS TO SERVE AS CHANGE AGENTS ACTIVE IN TRANSFORMING JEWISH STUDIES FROM A MARGINAL DISCIPLINE INTO A CORNERSTONE OF SECULAR ISRAELI EDUCATION.3/1/21, 9/8/21, 11/15/21, 12/1/21
CENTER FOR INTERRELIGIOUS UNDERSTANDING
2021-12-14$150,000GENERAL 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.2/20/21, 5/15/21, 5/31/21, 10/1/21492-C CEDAR LANE PMB 127TEANECKNJ07666

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (33 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMOON 2 FUNDFMV$4,547,477$4,547,477
ARISTOTLE BOSTON SMALL CAP EQUITY ACCOUNTFMV$12,112,061$12,112,061
AXIOM INTERNATIONALFMV$12,120,953$12,120,953
BRAHMAN PARTNERS II OFFSHOREFMV$9,484,826$9,484,826
BRIDGES ISRAELFMV$1,181,271$1,181,271
CANYON VALUE REALIZATION FUNDFMV$8,731,807$8,731,807
CORVEX OFFSHORE II LTDFMV$7,594,285$7,594,285
ENTRE CAPITALFMV$2,912,598$2,912,598
GOVERNORS LANEFMV$7,949,074$7,949,074
GSO CAPITAL SOLUTIONS OVERSEASFMV$108,555$108,555
HAWKEYE CAPITAL OFFSHOREFMV$5,207,225$5,207,225
JVP MEDIA VFMV$859,066$859,066
JVP VII LPFMV$7,114,952$7,114,952
JVP VII OPPORTUNITY LPFMV$5,589,217$5,589,217
JVP VIII LPFMV$4,440,248$4,440,248
LAKEWOOD CAPITAL OFFSHORE FUND, LTD.FMV$6,918,024$6,918,024
LP - MILLENIUMFMV$2,637,157$2,637,157
OCH-ZIFF OVERSEAS FUND IIFMV$27,812$27,812
ONE EAST PARTNERSFMV$297,341$297,341
PITANGO HEALTHTECH FUND I, L.P.FMV$1,326,302$1,326,302
RIVULET CAPITALFMV$7,951,091$7,951,091
SHANNON RIVER DOONBEG FUNDFMV$4,104,456$4,104,456
SHELTER VENTURE FUNDFMV$41,493$41,493
TPG - AXON PARTNERS (OFFSHORE)FMV$145,630$145,630
VANGUARD INST.FMV$47,288,288$47,288,288
VARDE INVESTMENT PARTNERSFMV$8,735,461$8,735,461
VIOLA PARTNERS FUND 4FMV$5,843,609$5,843,609
VIOLA PARTNERS FUND 5FMV$4,377,543$4,377,543
VPARTNERS IIIFMV$3,361,275$3,361,275
AVENUE EUROPEFMV$2,587,584$2,587,584
JVP CAPITAL GROWTH OPPORTUNITY XFMV$2,626,472$2,626,472
TRI-VENTURESFMV$1,332,771$1,332,771
GQG PARTNERS EMERGING MARKETS EQUITY FUNDFMV$4,199,493$4,199,493

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WILENTZ, GOLDMAN & SPITZER$4,820$337$4,483
LAURA SOLOMON$5,568$390$5,178

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
REDEMPTIONS REC.$1,656,984$8,190,282$8,190,282
BENEFICIAL INTEREST IN CHARITABLE LEAD UNITRUST$13,136,413$14,215,163$14,215,163

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$42,526$2,977$39,549
MISCELLANEOUS$8,241$577$7,664
OFFICE EXPENSE$23,838$1,669$22,169
TELEPHONE$10,061$704$9,357

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER PARTNERSHIP INVESTMENT INCOME$83,390$83,390$83,390
OTHER PARTNERSHIP INCOME$0-$5,465-$5,465

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
CHANGE IN VALUE OF CHARITABLE LEAD UNITRUST$1,862,008
UNREALIZED GAIN ON INVESTMENTS$23,769,645
NON-DIVIDEND DISTRIBUTION$5,977

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEF. TAX LIABILITYDesc
BOY Book Value$1,075,473BOYBookValueAmt
EOY Book Value$1,324,656EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY AND CUSTODY FEES$324,540$324,540$0
PHILANTHROPIC CONSULTING & PROGRAM EVALUATION$1,474,689$0$1,380,088
PARTNERSHIP FEES$931,474$931,474$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$149,124$10,438$117,352
FOREIGN TAXES PAID$35,324$35,324$0
PROVISION FOR FEDERAL TAXES$486,447$0$0

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