THE TIKVAH FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE TIKVAH FUND (EIN 13-3676152)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349104386
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T13:05:54-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133676152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TIKVAH FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIKV | BusinessNameControlTxt |
| Phone | 2127961672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 EAST 56TH STREET 4TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC S COHEN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2127961672 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIC | PersonFirstNm |
| Person Last | COHEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER LAZZARUOLO | PreparerPersonNm |
| PTIN | P01775353 | PTIN |
| Phone | 2126617777 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $97,893,500 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,701,372 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $299 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $299 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $299 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $686,753 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $686,753 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $686,753 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $578,104 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,933,820 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $578,104 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $67,613 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $433,497 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $433,497 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $433,497 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,140,027 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $100,667 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,140,027 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $13,540,052 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,365,823 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,328,189 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $890,708 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $890,708 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,262,923 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,875,178 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,629,870 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,629,870 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $161,365 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $136,392 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $156,922 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $13,750 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $132,509 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $485,748 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $386,304 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $215,881 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $881,109 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $881,109 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $119,324 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $119,324 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $15,204 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $33,005 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,695,399 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $665,788 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,032,053 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,526,453 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,750 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $679,538 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,116,452 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,260,439 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,460,439 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,786,892 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,750 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $679,538 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,576,891 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,246,840 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,352,073 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,648,651 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,021,483 | CashBOYAmt |
| Cash EOY | $4,971,679 | CashEOYAmt |
| Cash EOYFMV | $4,971,679 | CashEOYFMVAmt |
| Grants Receivable EOY | $4,697,082 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $4,697,082 | GrantsReceivableEOYFMVAmt |
| Other Nts And Loans Rcvbl | $624,377 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $664,773 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $624,377 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $624,377 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $276,846 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $390,075 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $390,075 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $97,650,212 | CorporateStockBOYAmt |
| Corporate Stock EOY | $75,867,998 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $75,867,998 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,000,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,000,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,124,170 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,781,881 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,434,545 | LandBOYAmt |
| Land EOY | $1,342,289 | LandEOYAmt |
| Land EOYFMV | $1,342,289 | LandEOYFMVAmt |
| Total Assets BOY | $103,047,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,893,500 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $97,893,500 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $800,111 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,723,941 | AccountsPayableEOYAmt |
| Grants Payable EOY | $800,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $800,111 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,523,941 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $102,247,748 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $89,643,123 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $5,726,436 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $102,247,748 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $95,369,559 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $103,047,859 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $97,893,500 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $102,247,748 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,246,840 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $96,000,908 | SubtotalAmt |
| Other Decreases | $631,349 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $95,369,559 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $67,613 | $67,613 | $67,613 | |
| PUBLICLY TRADED SECURITIES | P | $22,866,207 | $510,491 | $510,491 | $22,355,716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $578,104 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $67,613 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,794 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,794 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,794 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,121 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,121 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $325 | OverpaymentAmt |
| Applied To ES Tax | $325 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | TIKVAHFUND.ORG | WebsiteAddressTxt |
| Individual With Books | THE TIKVAH FUND | IndividualWithBooksNm |
| Phone | 2127961672 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 EAST 56TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELLIOTT ABRAMS | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | CHAIRMAN/TRUSTEE | 3.00 | $67,709 | $0 | $0 |
| GARY ROSENTHAL | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | VICE CHAIRMAN/TRUSTEE | 3.00 | $0 | $0 | $0 |
| RAANAN AGUS | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| ARTHUR FRIED | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | MEMBER/TRUSTEE | 3.00 | $0 | $0 | $0 |
| JAY LEFKOWITZ | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | MEMBER/TRUSTEE | 3.00 | $0 | $0 | $0 |
| MEM BERNSTEIN | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | MEMBER/TRUSTEE | 3.00 | $0 | $0 | $0 |
| MOSHE KOPPEL | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| STEVEN PRICE | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| ERIC S COHEN | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | CEO | 45.00 | $375,000 | $55,557 | $0 |
| HERSHEL LUTCH | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | CFO/COO | 45.00 | $269,250 | $48,557 | $0 |
| AMIAD COHEN | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | DIRECTOR GENERAL ISRAEL | 45.00 | $178,749 | $34,110 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARK E GOTTLIEB | |||||||||
| C/O THE FUND 165 EAST 56TH ST 4TH | FL | NEW YORK | NY | 10022 | SENIOR DIRECTOR | 45.00 | $340,000 | $43,957 | $0 |
| NEAL KOZODOY | |||||||||
| C/O THE FUND 165 EAST 56TH ST 4TH | FL | NEW YORK | NY | 10022 | SENIOR EDITOR | 45.00 | $300,052 | $55,557 | $0 |
| JONATHAN MAYER | |||||||||
| C/O THE FUND 165 EAST 56TH ST 4TH | FL | NEW YORK | NY | 10022 | CFO | 45.00 | $288,167 | $46,037 | $0 |
| ANDREW S SAVAGE | |||||||||
| C/O THE FUND 165 EAST 56TH ST 4TH | FL | NEW YORK | NY | 10022 | CDO | 45.00 | $218,750 | $38,201 | $0 |
| ABRAHAM SOCHER | |||||||||
| C/O THE FUND 165 EAST 56TH ST 4TH | FL | NEW YORK | NY | 10022 | EDITOR | 45.00 | $200,091 | $32,989 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 33 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RED EDGE LLC | |||||
| 2300 CLARENDON BLVD 901 | ARLINGTON | VA | 22201 | WEBSITE & DATA SERVICES | $182,724 |
| RUTH WISSE | |||||
| 177 EAST 75TH STREET | NEW YORK | NY | 10021 | PROGRAM & EDUC. CONSULTANT | $140,000 |
| PLUTUS NONPROFIT SOLUTIONS | |||||
| 1701 N KENT ST 105 | ARLINGTON | VA | 22209 | WEBSITE & DATA SERVICES | $122,600 |
| JACOB A HOWLAND | |||||
| 3171 SOUTH MADISON AVE | TULSA | OK | 74105 | PROGRAM & EDUC. CONSULTANT | $120,639 |
| PATTERSON BELKNAP WEBB & TYLER LLP | |||||
| 1133 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | LEGAL SERVICES | $81,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 15 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATION PROGRAMS, CONTENT CREATION, AND PUBLISHING AIMED AT FOSTERING AND ENHANCING JEWISH CULTURE, RELIGION, HISTORY, ECONOMICS, LAW AND SOCIAL POLICY. | Description1Txt |
| Expenses1 | $6,759,370 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
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 | $91,541,416 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,324,474 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $94,865,890 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $94,865,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,422,988 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $93,442,902 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,672,145 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,576,891 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $156,496 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $17,733,387 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2019-05-29 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,648,651 | CurrentYearAmt |
| Year1 | $1,286,100 | Year1Amt |
| Year2 | $3,124,285 | Year2Amt |
| Year3 | $2,747,268 | Year3Amt |
| Total | $8,806,304 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,401,353 | CurrentYearAmt |
| Year1 | $1,093,185 | Year1Amt |
| Year2 | $2,655,642 | Year2Amt |
| Year3 | $2,335,178 | Year3Amt |
| Total | $7,485,358 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,733,387 | CurrentYearAmt |
| Year1 | $15,363,009 | Year1Amt |
| Year2 | $16,410,171 | Year2Amt |
| Year3 | $15,258,994 | Year3Amt |
| Total | $64,765,561 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,247,000 | CurrentYearAmt |
| Year1 | $2,444,000 | Year1Amt |
| Year2 | $3,398,353 | Year2Amt |
| Year3 | $3,757,332 | Year3Amt |
| Total | $12,846,685 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,486,387 | CurrentYearAmt |
| Year1 | $12,919,009 | Year1Amt |
| Year2 | $13,011,818 | Year2Amt |
| Year3 | $11,501,662 | Year3Amt |
| Total | $51,918,876 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,114,763 | CurrentYearAmt |
| Year1 | $3,431,449 | Year1Amt |
| Year2 | $3,754,574 | Year2Amt |
| Year3 | $4,073,233 | Year3Amt |
| Total | $14,374,019 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHALEM COLLEGE | ||||||||||||
| 3 HAASKAN STREET | ARZH MAON HAROPA | JERUSALEM | IS | 90821 | NONE | PC | GENERAL SUPPORT | $2,400,000 | ||||
| HIECHAL HATORAH | ||||||||||||
| NONE | PC | SPECIFIC PROGRAM | $24,000 | 70 STERLING PL | TEANECK | NJ | 07666 | |||||
| BEIS YAAKOV MACHON ORA | ||||||||||||
| NONE | PC | SPECIFIC PROGRAM | $12,000 | 565 BROADWAY | PASSAIC | NJ | 07055 | |||||
| MAIMONIDES SCHOOL | ||||||||||||
| NONE | PC | SPECIFIC PROGRAM | $6,000 | 34 PHILBRICK ROAD | BROOKLINE | MA | 02445 | |||||
| MIFALEI CHINUH | ||||||||||||
| 5 AOLIAV STREET | JERUSALEM | JERUSALEM | IS | NONE | NC | GENERAL SUPPORT | $18,439 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,460,439 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHALEM COLLEGE | BusinessNameLine1Txt |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 HAASKAN STREET | AddressLine1Txt |
| City | ARZH MAON HAROPA | CityNm |
| Province Or State | JERUSALEM | ProvinceOrStateNm |
| Country | IS | CountryCd |
| Foreign Postal | 90821 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $800,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $800,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $299 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $686,753 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $578,104 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $433,497 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|---|
| PROGRAM SERVICE REVENUE | $1,011,533 | ||||
| INTEREST INCOME ON MORTGAGE | 14 | $24,635 | |||
| MISCELLANEOUS INCOME | $76,032 | ||||
| ADVERTISING INCOME | 511120 | $27,827 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $27,827 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,289,791 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,521,062 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,838,680 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | OTHER INCOME IS DERIVED FROM, INCLUDING, BUT NOT LIMITED TO, PUBLISHING AND RELATED EDUCATIONAL ACTIVITIES AIMED AT FOSTERING AND ENHANCING JEWISH CULTURE, RELIGION, POLITICAL THOUGHT, HISTORY, ECONOMICS, LAW, AND SOCIAL POLICY. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (78 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| FIDELITY CHARITABLE | ||||||||||
| 1 | PO BOX 770001 | CINCINNATI | OH | 45277 | $2,285,964 | Yes (X) | ||||
| JEWISH COMMUNAL FUND | ||||||||||
| 2 | 575 MADISON AVE 703 | NEW YORK | NY | 10022 | $1,269,724 | Yes (X) | ||||
| NATIONAL PHILANTHROPIC TRUST | ||||||||||
| 3 | 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | $1,225,000 | Yes (X) | ||||
| ATLANTA JEWISH FOUNDATION | ||||||||||
| 4 | 1440 SPRING STREET NW | ATLANTA | GA | 30309 | $1,200,000 | Yes (X) | ||||
| THE HERTOG FOUNDATION | ||||||||||
| 5 | 399 PARK AVENUE 25 FLOOR SUITE 2502 | NEW YORK | NY | 10022 | $1,000,000 | Yes (X) | ||||
| DONORSTRUST | ||||||||||
| 6 | 1800 DIAGONAL STREET SUITE 280 | ALEXANDRIA | VA | 22314 | $918,000 | Yes (X) | ||||
| ISRAEL HENRY BEREN CHARITABLE TRUST | ||||||||||
| 7 | 2020 N BRAMBLEWOOD ST | WICHITA | KS | 67206 | $500,000 | Yes (X) | ||||
| PAUL E SINGER FOUNDATION | ||||||||||
| 8 | 40 W 57TH ST 26TH FLOOR | NEW YORK | NY | 10019 | $125,000 | Yes (X) | ||||
| VANGUARD CHARITABLE | ||||||||||
| 9 | PO BOX 9509 | WARWICK | RI | 028899509 | $101,600 | Yes (X) | ||||
| STEPHANIE DISHAL | ||||||||||
| 10 | 1190 S SUNDOWN RD | PRESCOTT | AZ | 86303 | $70,150 | Yes (X) | ||||
| JP MORGAN CHARITABLE GIVING FUND | ||||||||||
| 11 | 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | $50,000 | Yes (X) | ||||
| ROBERT AND GILLIAN ZELDIN | ||||||||||
| 12 | 3420 S OCEAN BOULEVARD APT 5U | HIGHLAND BEACH | FL | 33487 | $50,000 | Yes (X) | ||||
| UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC | ||||||||||
| 13 | 130 E 59TH STREET | NEW YORK | NY | 10022 | $45,000 | Yes (X) | ||||
| JON LIEBER | ||||||||||
| 14 | 16 MILLERS MILL ROAD | BEDFORD | NY | 10506 | $44,442 | Yes (X) | ||||
| ROBERT GOLDSTEIN | ||||||||||
| 15 | 800 E BAKER ST | TAMPA | FL | 33603 | $30,000 | Yes (X) | ||||
| ZACHARY FASMAN | ||||||||||
| 16 | 11 PENNOYER ST | NORWALK | CT | 06853 | $26,487 | Yes (X) | ||||
| ELISABETH AND MAX GITTER | ||||||||||
| 17 | 90 RIVERSIDE DRIVE APT 14B | NEW YORK | NY | 10024 | $26,000 | Yes (X) | ||||
| LIZ LANGE | ||||||||||
| 18 | 791 PARK AVENUE | NEW YORK | NY | 10021 | $25,100 | Yes (X) | ||||
| DIANE TRODERMAN HAROLD GRINSPOON | ||||||||||
| 19 | 380 UNION STREET SUITE 300 | WEST SPRINGFIELD | MA | 01089 | $25,100 | Yes (X) | ||||
| REBECCA SUGAR | ||||||||||
| 20 | 785 FIFTH AVENUE | NEW YORK | NY | 10022 | $25,000 | Yes (X) | ||||
| PETER STEINLAUF | ||||||||||
| 21 | 809 N ALPINE DRIVE | BEVERLY HILLS | CA | 90210 | $25,000 | Yes (X) | ||||
| MITCH AND NINA DAVIDSON | ||||||||||
| 22 | 777 PARK AVENUE 3 | NEW YORK | NY | 10021 | $25,000 | Yes (X) | ||||
| KIM PIMLEY | ||||||||||
| 23 | 117 LIBRARY PLACE | PRINCETON | NJ | 08540 | $20,189 | Yes (X) | ||||
| SCHWAB CHARITABLE | ||||||||||
| 24 | P O BOX 628298 | ORLANDO | FL | 32862 | $20,020 | Yes (X) | ||||
| REBECCA MICHEL | ||||||||||
| 25 | 8330 NW 51ST MANOR | POMPANO BEACH | FL | 33067 | $15,250 | Yes (X) | ||||
| ALLIANCE BERNSTEIN | ||||||||||
| 26 | 501 COMMERCE STREET | NASHVILLE | TN | 37203 | $15,000 | Yes (X) | ||||
| MORIAH CONGREGATION | ||||||||||
| 27 | 200 TAUB DRIVE | DEERFIELD | IL | 60015 | $12,280 | Yes (X) | ||||
| MICHAEL AND MARILYN FEDAK | ||||||||||
| 28 | 450 SE 5TH AVE N302 | BOCA RATON | FL | 33432 | $11,000 | Yes (X) | ||||
| ALLAN AND FREDELL SHULKIN | ||||||||||
| 29 | 7777 FOREST LANE | DALLAS | TX | 75230 | $10,260 | Yes (X) | ||||
| JEWISH FEDERATION OF GREATER SEATTLE | ||||||||||
| 30 | 6TH AVE LENORA STREET | SEATTLE | WA | 98121 | $10,000 | Yes (X) | ||||
| JEWISH FOUNDATION OF MEMPHIS | ||||||||||
| 31 | 6560 POPLAR AVE SUITE B | GERMANTOWN | TN | 38138 | $10,000 | Yes (X) | ||||
| MARTIN J FAMILY FOUNDATION | ||||||||||
| 32 | 1 SANDALWOOD DRIVE | LIVINGSTON | NJ | 07039 | $10,000 | Yes (X) | ||||
| GALE FOUNDATION TRUST | ||||||||||
| 33 | 3409 LAKESHORE DRIVE | TALLAHASSEE | FL | 32312 | $10,000 | Yes (X) | ||||
| KATZEN FAMILY FOUNDATION | ||||||||||
| 34 | 40 NONANTUM ST | NEWTON | MA | 02458 | $10,000 | Yes (X) | ||||
| ELIZABETH STERN | ||||||||||
| 35 | 20 DORIS DRIVE | SCARSDALE | NY | 10583 | $10,000 | Yes (X) | ||||
| STEPHEN ROSEDALE | ||||||||||
| 36 | 2675 FAIR OAKS LANE | CINCINNATI | OH | 45237 | $10,000 | Yes (X) | ||||
| SHEPARD BARBASH AND VICKI RAGAN | ||||||||||
| 37 | 109 SEQUAMS LANE E | WEST ISLIP | NY | 11795 | $10,000 | Yes (X) | ||||
| SARAH BISER | ||||||||||
| 38 | 20 FALCON RIDGE CIRCLE | HOLMDEL | NJ | 07733 | $10,000 | Yes (X) | ||||
| MARIO FLECK | ||||||||||
| 39 | $10,000 | Yes (X) | RUA BARO DE SANTA EULLIA 500 APT 17 | SO PAILO | BR | 05685090 | ||||
| JOSEPH S ALLERHAND | ||||||||||
| 40 | 65 HEDGES LN | AMAGANSETT | NY | 11930 | $10,000 | Yes (X) | ||||
| JONATHAN AND LAURA BARON | ||||||||||
| 41 | 600 14TH STREET NW | WASHINGTON | DC | 20005 | $10,000 | Yes (X) | ||||
| ILENE AND DAVID SISCOVICK | ||||||||||
| 42 | 177 EAST 75TH STREET | NEW YORK | NY | 10021 | $10,000 | Yes (X) | ||||
| ARNOLD MARS | ||||||||||
| 43 | 730 N OCEAN BLVD 1503 | POMPANO BEACH | FL | 33062 | $10,000 | Yes (X) | ||||
| AKIVA DICKSTEIN | ||||||||||
| 44 | 9 VISTA TERRACE | LIVINGSTON | NJ | 07039 | $10,000 | Yes (X) | ||||
| LEWIS LIBBY | ||||||||||
| 45 | 670 LIVE OAK DRIVE | MCLEAN | VA | 22101 | $10,000 | Yes (X) | ||||
| FJC A FOUNDATION OF PHILANTHROPIC FUNDS | ||||||||||
| 46 | 31 W 34TH ST SUITE 8026 | NEW YORK | NY | 10001 | $9,977 | Yes (X) | ||||
| JOHN CHAPMAN | ||||||||||
| 47 | 10 LIBERTY ST 45G | NEW YORK | NY | 10005 | $9,718 | Yes (X) | ||||
| LEWIS BATEMAN | ||||||||||
| 48 | 106 STATESIDE DRIVE | CHAPEL HILL | NC | 27514 | $9,000 | Yes (X) | ||||
| LAWRENCE HABER | ||||||||||
| 49 | 62 CHESTER STREET | STAMFORD | CT | 06905 | $7,500 | Yes (X) | ||||
| RACHEL AND DAN HARON | ||||||||||
| 50 | 104 WEST LANE | STAMFORD | CT | 06905 | $7,500 | Yes (X) | ||||
| JANET DOERFLINGER | ||||||||||
| 51 | 62 ESSEX ROAD | SUMMIT | NJ | 07901 | $7,273 | Yes (X) | ||||
| AMY ROTH | ||||||||||
| 52 | 6050 KENNEDY BOULEVARD EAST APT 23A | WEST NEW YORK | NJ | 07093 | $6,371 | Yes (X) | ||||
| CHARLES CAHN JR | ||||||||||
| 53 | 91 CENTRAL PARK W APT 13B | NEW YORK | NY | 100234660 | $6,000 | Yes (X) | ||||
| ELLIOTT ABRAMS | ||||||||||
| 54 | 10607 DOGWOOD FARM LANE | GREAT FALLS | VA | 22067 | $5,206 | Yes (X) | ||||
| MARK AND ERICA GERSON | ||||||||||
| 55 | 250 W 81 ST | NEW YORK | NY | 10024 | $5,200 | Yes (X) | ||||
| HOWARD AND LINDA STERLING | ||||||||||
| 56 | 145 WEST 67TH STREET APT 31D | NEW YORK | NY | 10023 | $5,176 | Yes (X) | ||||
| DOROTHY GELENDER | ||||||||||
| 57 | 561 WHITNEY AVE | WORTHINGTON | OH | 43085 | $5,171 | Yes (X) | ||||
| JONATHAN AND IRIT TRATT | ||||||||||
| 58 | 6 CREST LANE | SCARSDALE | NY | 10583 | $5,100 | Yes (X) | ||||
| KURT AND SUSAN SCHWARTZ | ||||||||||
| 59 | 52 HUBBARD STREET | CONCORD | MA | 01742 | $5,060 | Yes (X) | ||||
| SAMUEL KOPEL AND SARI SCHEER | ||||||||||
| 60 | 60 GRAMERCY PARK N APT 10K | NEW YORK | NY | 100105433 | $5,050 | Yes (X) | ||||
| THE GALE FOUNDATION | ||||||||||
| 61 | 3409 LAKESHORE DRIVE | TALLAHASSEE | FL | 32312 | $5,000 | Yes (X) | ||||
| MZ FOUNDATION | ||||||||||
| 62 | 1388 SUTTER ST APT 915 | SAN FRANCISCO | CA | 941095427 | $5,000 | Yes (X) | ||||
| 1185 PARK FOUNDATION INC | ||||||||||
| 63 | 1185 PARK AVENUE 4H | NEW YORK | NY | 10128 | $5,000 | Yes (X) | ||||
| ARA D COHEN CHARITABLE LEAD TRUST | ||||||||||
| 64 | 232 GARDEN ROAD | PALM BEACH | FL | 33480 | $5,000 | Yes (X) | ||||
| IRVING I STONE FOUNDATION | ||||||||||
| 65 | 1999 CIRCLE DRIVE NO B | CLEVELAND | OH | 44106 | $5,000 | Yes (X) | ||||
| MILTON MENDEL KLEINBERG | ||||||||||
| 66 | 8405 INDIAN HILLS DRIVE 4A4 | OMAHA | NE | 68114 | $5,000 | Yes (X) | ||||
| MICHAEL SCHMERIN | ||||||||||
| 67 | 44 W 77TH STREET APT 11E | NEW YORK | NY | 10024 | $5,000 | Yes (X) | ||||
| MICHAEL SCHARF | ||||||||||
| 68 | 225 DUNBAR ROAD | PALM BEACH | FL | 33480 | $5,000 | Yes (X) | ||||
| JUDY ROSENBERG AND RANDY HAASE | ||||||||||
| 69 | 37 MOUNTAIN AVE | MAPLEWOOD | NJ | 07040 | $5,000 | Yes (X) | ||||
| JOHN AND ERIKA AMMIRATI | ||||||||||
| 70 | 575 SHIRLYNN COURT | LOS ALTOS | CA | 94022 | $5,000 | Yes (X) | ||||
| DAVID SCHIMEL | ||||||||||
| 71 | 60 CUTTERT MILL ROAD | GREAT NECK | NY | 11021 | $5,000 | Yes (X) | ||||
| DANIEL LOEB | ||||||||||
| 72 | 390 PARK AVENUE 18TH FLOOR | NEW YORK | NY | 10022 | $5,000 | Yes (X) | ||||
| BRAD FORNEY | ||||||||||
| 73 | 1008 RABBIT HILL RD | LITITZ | PA | 17543 | $5,000 | Yes (X) | ||||
| BILL BOLLINGER | ||||||||||
| 74 | 2017 DELANCEY PLACE | PHILADELPHIA | PA | 19103 | $5,000 | Yes (X) | ||||
| ALLEN SCHWARTZ | ||||||||||
| 75 | 88 ROUND HILL ROAD | ARMONK | NY | 10504 | $5,000 | Yes (X) | ||||
| STEVE KLEINMAN | ||||||||||
| 76 | 26 GOODWIN CIRCLE | HARTFORD | CT | 06105 | $5,000 | Yes (X) | ||||
| LYDIA KESS MARK | ||||||||||
| 77 | 11 MEADOW LANE | MONSEY | NY | 10952 | $5,000 | Yes (X) | ||||
| JOSH KATZEN | ||||||||||
| 78 | 40 NONANTUM ST | NEWTON | MA | 02458 | $5,000 | Yes (X) | ||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONDON O'MEARA MCGINTY & | $0 | $0 | $0 | $0 |
| DONNELLY, LLP- AUDIT & TAX | $37,000 | $9,250 | $9,250 | $27,750 |
| E. COHEN & COMPANY, CPAS | $65,495 | $0 | $0 | $54,832 |
| PL CONSULTING | $8,896 | $0 | $0 | $8,896 |
| PHILIPS SYMONDS, CPA | $13,500 | $0 | $0 | $13,500 |
| SOFT TRAC LLC | $14,005 | $0 | $0 | $14,005 |
| LYUDMILA GENDINA | $13,526 | $0 | $0 | $13,526 |
| MICHAEL BORGIA | $4,500 | $4,500 | $4,500 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD EQUITY INCOME FUND A | $1,427,866 | $1,427,866 |
| VANGUARD PRIME CAP CORE FUND | $3,959,804 | $3,959,804 |
| VANGUARD SHORT-TERM INVEST-GR ADM | $17,893,378 | $17,893,378 |
| VANGUARD EQUITY INCOME FUND ADM | $2,193,795 | $2,193,795 |
| VANGUARD SHORT-TERM TREASURY ADM | $50,393,155 | $50,393,155 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ELLIOTT INTERNATIONAL | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10,000,000 | BookValueAmt |
| EOYFMV | $10,000,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (5 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| A. RAFAEL & CO., LAW OFFICE | $14,941 | $0 | $0 | $14,941 |
| PATTERSON BELKNAP WEBB & TYLER LLP | $81,643 | $0 | $0 | $81,643 |
| FULLER & FULLER LLP | $12,885 | $0 | $0 | $12,885 |
| KIRKLAND & ELLIS LLP | $40,436 | $0 | $0 | $15,463 |
| CANDICE L ACKERMANN PLLC | $11,460 | $0 | $0 | $11,460 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCHANGE AND TRANSLATION DIFFERENCES | $42,901 |
| UNREALIZED LOSS ON INVESTMENTS | $588,448 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DEVELOPMENT | $50,660 | $0 | $0 | $50,660 |
| INSURANCE | $52,365 | $0 | $0 | $54,807 |
| JEWISH REVIEW OF BOOKS | $348,744 | $0 | $348,744 | $0 |
| MOSAIC | $317,044 | $0 | $317,044 | $0 |
| OFFICE EXPENSES | $713,186 | $0 | $0 | $713,186 |
| PAYROLL PROCESSING | $75,868 | $0 | $0 | $75,868 |
| PROGRAM SERVICES | $6,075,143 | $0 | $0 | $6,075,143 |
| TELEPHONE AND INTERNET | $59,009 | $0 | $0 | $59,009 |
| MISC. EXPENSES | $3,380 | $0 | $0 | $3,380 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICE REVENUE | $1,011,533 | $1,011,533 | |
| INTEREST INCOME ON MORTGAGE | $24,635 | $24,635 | $24,635 |
| MISCELLANEOUS INCOME | $76,032 | $76,032 | $76,032 |
| ADVERTISING INCOME | $27,827 | $27,827 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC COHEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $624,377 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PLUTUS NONPROFIT SOLUTIONS | $123,500 | $0 | $0 | $123,500 |
| ASCENHIRE, INC. | $15,000 | $0 | $0 | $15,000 |
| OTHER PROFESSIONAL FEES | $161,189 | $0 | $0 | $61,745 |
| JILL GOLDENBERG | $42,253 | $0 | $0 | $42,253 |
| JACKSON LEWIS P.C. | $7,500 | $0 | $0 | $7,500 |
| HUMBLE MONKEY - TECHNOLOGY | $3,081 | $0 | $0 | $3,081 |
| CAMBRIX GROUP, LTD.- TECHNOLOGY | $58,215 | $0 | $0 | $58,215 |
| ODGERS BERNDSTON LLC | $55,250 | $0 | $0 | $55,250 |
| SOFT TRAC LLC | $19,760 | $0 | $0 | $19,760 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |