ANTI DEFAMATION LEAGUE FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ANTI DEFAMATION LEAGUE FOUNDATION (EIN 13-2887439)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349323193
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T16:15:36-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132887439 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTI-DEFAMATION LEAGUE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANTI | BusinessNameControlTxt |
| Phone | 2128857700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101583560 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY LIBERTINY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2128857700 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GREGORY | PersonFirstNm |
| Person Last | LIBERTINY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL ROMANO | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 2125990100 | 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 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JONATHAN GREENBLATT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101583560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $43,741,629 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE OTO PROMOTE THE MISSION OF THE ANTI-DEFAMATION LEAGUE THROUGH THE MAINTENANCE AND PRUDENT INVESTMENT OF ENDOWMENTS, TRUSTS, PHILANTHROPIC FUNDS, REAL ESTATE AND OTHER ASSETS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 42 | TotalVolunteersCnt |
| Total Gross UBI | $273,535 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $193,329 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,474,849 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,776,104 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $291,946 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $291,946 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,262,003 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,758,053 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$56,420 | PYOtherRevenueAmt |
| CY Other Revenue | $780,045 | CYOtherRevenueAmt |
| PY Total Revenue | $35,972,378 | PYTotalRevenueAmt |
| CY Total Revenue | $14,606,148 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,943,144 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,824,492 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,550,809 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,651,510 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,701,450 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,150,360 | PYOtherExpensesAmt |
| CY Other Expenses | $2,114,626 | CYOtherExpensesAmt |
| PY Total Expenses | $17,644,313 | PYTotalExpensesAmt |
| CY Total Expenses | $14,590,628 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,328,065 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,520 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $147,467,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $159,935,377 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,667,027 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,824,837 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $135,800,472 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $146,110,540 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OTHE ADL FOUNDATION HELPS PROMOTE THE MISSION OF ADL THROUGH THE MAINTENANCE AND, WHERE APPROPRIATE, PRUDENT INVESTMENT OF THE ENDOWMENTS, TRUSTS, PHILANTHROPIC FUNDS, REAL ESTATE AND OTHER ASSETS HELD BY THE ADL FOUNDATION AS SET FORTH IN THE ADL FOUNDATION'S CERTIFICATE OF INCORPORATION. THESE ASSETS AND THEIR PROCEEDS ARE TO BE USED TO SUPPORT THE MISSION OF ADL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,824,492 | ExpenseAmt |
| Grant | $9,824,492 | GrantAmt |
| Desc | SUPPORT TO OTHER CHARITIES - IN FURTHERANCE OF THE ANTI-DEFAMATION LEAGUE FOUNDATION'S (ADL FOUNDATION) PRIMARY EXEMPT PURPOSE, SPECIFIC GRANTS TOTALING $9,824,492 WERE MADE DIRECTLY FROM THE ADL FOUNDATION TO THE ANTI-DEFAMATION LEAGUE (ADL). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $944,016 | ExpenseAmt |
| Revenue | $291,946 | RevenueAmt |
| Desc | SEE SCHEDULE OREGIONAL OPERATIONS SUPPLEMENTS ADL'S FURTHERANCE OF ITS MISSION, WHERE ADL SUPERVISED AND COORDINATED THE ADL'S COAST-TO-COAST NETWORK OF REGIONAL OFFICES. ESTABLISHES AND MONITORS OPERATING PLANS FOR EACH REGION, WITH PARTICULAR FOCUS ON PRIORITY PROGRAMS AND ACTIVITIES, INCLUDING ANTI-BIAS TRAINING FOR EDUCATOR, STUDENTS AND LAW ENFORCEMENT PROFESSIONALS; CIVIL RIGHTS ADVOCACY; MONITORING AND EXPOSING OF EXTREMIST ACTIVITY; VICITIM ASSISTANCE; PROMOTION OF INTERGROUP COLLABORATION AND UNDERSTANDING; AND, RESPONSE TO HATE CRIMES AND BIAS INCIDENTS. CREATES MEASURES AND METRICS TO EVALUATE REGIOINAL REACH AND IMPACT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $631,120 | ExpenseAmt |
| Desc | THE AMOUNT OF ($538,897) CONSISTS OF THE FOLLOWING ADDITIONAL PROGRAM SERVICE ACCOMPLISHMENTS: LEADERSHIP ($538,897), AND OTHER ($92,223). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,399,628 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREG LIBERTINY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128857700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101583560 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JONATHAN A GREENBLATT | |||||||||
| TRUSTEE (THRU 11/2021) | 20.00 | 20.00 | Yes (X) | $575,716 | $575,716 | $100,300 | |||
| FREDERIC L BLOCH | |||||||||
| TRUSTEE | 6.00 | 34.00 | Yes (X) | $72,334 | $409,893 | $23,550 | |||
| GLEN LEWY | |||||||||
| TRUSTEE, PRESIDENT (THRU 11/2021) | 4.50 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ERIC HORODAS | |||||||||
| TRUSTEE, EXECUTIVE VP (THRU 11/2021) | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ELLIS LANDAU | |||||||||
| TRUSTEE, SECRETARY (THRU 11/2021) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| GEORGE MOSS | |||||||||
| TRUSTEE, TREASURER (THRU 11/2021) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BARBARA ADELMAN | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW ADELSON | |||||||||
| TRUSTEE | 0.50 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD BALSER | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA BALSER | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD BERKOWITZ | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN BUDD | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FAITH COOKLER | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRY CURTISS-LUSHER | |||||||||
| TRUSTEE (THRU 11/2021) | 0.50 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ESTA GORDON EPSTEIN | |||||||||
| TRUSTEE (THRU 11/2021) | 0.50 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH GOLDBLUM | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS HOMBURGER | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES KRISER | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BURTON LEVINSON | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE LYONS | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE MILLER | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID MILLSTONE | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARVIN NATHAN | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN NICHOLS | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHELLEY PARKER | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR REIDEL | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GIDEON ROTHSCHILD | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM SAPERS | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BEN SAX | |||||||||
| TRUSTEE | 1.50 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MILTON SCHNEIDER | |||||||||
| TRUSTEE (THRU 11/2021) | 2.50 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA SCHWARTZ | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL SHEETZ | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD SHERWOOD | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE STARK | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID STRASSLER | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT SUGARMAN | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GLEN TOBIAS | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TRACY TREGER | |||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MITCH WESELEY | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER WOLF | |||||||||
| TRUSTEE | 2.50 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT ROSEN | |||||||||
| TRUSTEE (AS OF 08/2021) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE KARPATI | |||||||||
| TRUSTEE (AS OF 01/2021) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROCHELLE JACOBSON | |||||||||
| TRUSTEE (AS OF 01/2021) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANAT KENDAL - ASST TREASURER | |||||||||
| EXEC. DIR. (THRU 12/21) | 6.00 | 34.00 | $44,005 | $249,364 | $22,518 | Yes (X) | |||
| STEVEN C SHEINBERG | |||||||||
| GENERAL COUNSEL & ASST. SECRETARY | 6.00 | 34.00 | $42,094 | $238,536 | $21,907 | Yes (X) | |||
| GREGORY LIBERTINY | |||||||||
| CFO (AS OF 12/21) | 6.00 | 34.00 | $31,735 | $179,833 | $13,530 | Yes (X) | |||
| DORON EZICKSON | |||||||||
| VP, EAST DIVISION (ADL) | 6.00 | 34.00 | $38,778 | $219,746 | $20,989 | Yes (X) | |||
| ROBERT O TRESTAN | |||||||||
| VP, WESTERN DIVISON (ADL) | 6.00 | 34.00 | $38,746 | $219,559 | $22,370 | Yes (X) | |||
| SETH BRYSK | |||||||||
| REGIONAL DIRECTOR (ADL) | 6.00 | 34.00 | $37,257 | $211,121 | $14,829 | Yes (X) | |||
| KAREN AROESTY | |||||||||
| REGIONAL DIRECTOR (ADL) (THRU 08/21) | 6.00 | 34.00 | $36,174 | $204,986 | $5,496 | Yes (X) | |||
| JEFFREY ABRAMS | |||||||||
| REGIONAL DIRECTOR (ADL) | 6.00 | 34.00 | $35,036 | $198,540 | $17,561 | Yes (X) | |||
| ABRAHAM R FOXMAN | |||||||||
| NATIONAL DIR. EMERITUS (ADL) | 0.00 | 0.00 | $0 | $81,275 | $8,847 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $951,875 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,788,569 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $271,897 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,776,104 | AllOtherContributionsAmt |
| Total Contributions | $6,776,104 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INC FROM AFF. EXEMPT ORG. | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $291,946 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $291,946 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $291,946 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,751,345 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $273,535 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,477,810 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,142,189 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,135,481 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,006,708 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,006,708 | TotalRevenueColumnAmt |
| Exclusion | $5,006,708 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CGA LIABILITY | 900099 | $549,520 | $549,520 |
| MERIT-BASED INCENTIVE PAYMENT | 900099 | $230,525 | $230,525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $780,045 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,606,148 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $291,946 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $273,535 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,264,563 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,824,492 | TotalAmt |
| Program Services | $9,824,492 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828,259 | TotalAmt |
| Program Services | $337,172 | ProgramServicesAmt |
| Management And General | $103,709 | ManagementAndGeneralAmt |
| Fundraising | $387,378 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,464,587 | TotalAmt |
| Program Services | $589,314 | ProgramServicesAmt |
| Management And General | $191,549 | ManagementAndGeneralAmt |
| Fundraising | $683,724 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,194 | TotalAmt |
| Program Services | $1,485 | ProgramServicesAmt |
| Management And General | $181 | ManagementAndGeneralAmt |
| Fundraising | $1,528 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,000 | TotalAmt |
| Program Services | $126,453 | ProgramServicesAmt |
| Management And General | $15,448 | ManagementAndGeneralAmt |
| Fundraising | $130,099 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,470 | TotalAmt |
| Program Services | $38,805 | ProgramServicesAmt |
| Management And General | $4,741 | ManagementAndGeneralAmt |
| Fundraising | $39,924 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,135 | TotalAmt |
| Program Services | $3,402 | ProgramServicesAmt |
| Management And General | $74,733 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,700 | TotalAmt |
| Management And General | $1,700 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $883,063 | TotalAmt |
| Management And General | $883,063 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,563 | TotalAmt |
| Program Services | $330,870 | ProgramServicesAmt |
| Management And General | $124,989 | ManagementAndGeneralAmt |
| Fundraising | $41,704 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,533 | TotalAmt |
| Program Services | $17,625 | ProgramServicesAmt |
| Fundraising | $163,908 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,608 | TotalAmt |
| Program Services | $8,813 | ProgramServicesAmt |
| Management And General | $7 | ManagementAndGeneralAmt |
| Fundraising | $81,788 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,715 | TotalAmt |
| Program Services | $1,831 | ProgramServicesAmt |
| Management And General | $692 | ManagementAndGeneralAmt |
| Fundraising | $192 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,662 | TotalAmt |
| Program Services | $61,815 | ProgramServicesAmt |
| Management And General | $23,353 | ManagementAndGeneralAmt |
| Fundraising | $6,494 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,915 | TotalAmt |
| Program Services | $23,353 | ProgramServicesAmt |
| Fundraising | $145,562 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,465 | TotalAmt |
| Management And General | $52,465 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,612 | TotalAmt |
| Program Services | $33,457 | ProgramServicesAmt |
| Management And General | $12,640 | ManagementAndGeneralAmt |
| Fundraising | $3,515 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Total | $16,655 | TotalAmt |
| Program Services | $741 | ProgramServicesAmt |
| Management And General | $280 | ManagementAndGeneralAmt |
| Fundraising | $15,634 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,590,628 | TotalAmt |
| Program Services | $11,399,628 | ProgramServicesAmt |
| Management And General | $1,489,550 | ManagementAndGeneralAmt |
| Fundraising | $1,701,450 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,263,801 | BOYAmt |
| EOY | $10,178,965 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,724,903 | BOYAmt |
| EOY | $12,117,296 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $33,188 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,835,051 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,166,016 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,709,850 | BOYAmt |
| EOY | $1,669,035 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,489,006 | BOYAmt |
| EOY | $74,188,095 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,955,951 | BOYAmt |
| EOY | $53,881,655 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,323,988 | BOYAmt |
| EOY | $7,867,143 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,467,499 | BOYAmt |
| EOY | $159,935,377 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $558,964 | BOYAmt |
| EOY | $135,018 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,000,000 | BOYAmt |
| EOY | $4,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,108,063 | BOYAmt |
| EOY | $9,689,819 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,667,027 | BOYAmt |
| EOY | $13,824,837 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,198,878 | BOYAmt |
| EOY | $18,563,822 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,601,594 | BOYAmt |
| EOY | $127,546,718 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,800,472 | BOYAmt |
| EOY | $146,110,540 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,467,499 | BOYAmt |
| EOY | $159,935,377 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $15,520 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,448,744 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,154,196 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,555,479 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,745,422 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,536,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,474,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,776,104 | CurrentTaxYearAmt |
| Total | $84,088,389 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,555,479 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,745,422 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,536,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,474,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,776,104 | CurrentTaxYearAmt |
| Total | $84,088,389 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $20,820,094 | SubstantialContributorsTotAmt |
| Public Support Total170 | $63,268,295 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,550,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,110,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,691,482 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,071,337 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,477,810 | CurrentTaxYearAmt |
| Total | $7,902,194 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $291,108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $284,671 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $355,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $287,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $273,535 | CurrentTaxYearAmt |
| Total | $1,491,530 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $780,045 | CurrentTaxYearAmt |
| Total | $780,045 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $94,262,158 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,459,730 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | CGA LIABILITY - 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 549,520. MERIT-BASED INCENTIVE PAYMENT - 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 230,525. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 8 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 11 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $25,000 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $52,000 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $93,454 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $335,628 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $4,941,881 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $132,164,903 | BeginningYearBalanceAmt |
| Contributions | $1,415,760 | ContributionsAmt |
| Investment Earnings Or Losses | -$25,611,690 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,783,638 | OtherExpendituresAmt |
| End Year Balance | $103,185,335 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,085,363 | BeginningYearBalanceAmt |
| Contributions | $27,772,133 | ContributionsAmt |
| Investment Earnings Or Losses | $7,045,141 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,737,734 | OtherExpendituresAmt |
| End Year Balance | $132,164,903 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,951,696 | BeginningYearBalanceAmt |
| Contributions | $11,096,741 | ContributionsAmt |
| Investment Earnings Or Losses | $12,431,051 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,394,125 | OtherExpendituresAmt |
| End Year Balance | $106,085,363 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,038,956 | BeginningYearBalanceAmt |
| Contributions | $8,739,345 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,056,433 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,770,172 | OtherExpendituresAmt |
| End Year Balance | $86,951,696 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,328,755 | BeginningYearBalanceAmt |
| Contributions | $1,899,292 | ContributionsAmt |
| Investment Earnings Or Losses | $8,123,157 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,312,248 | OtherExpendituresAmt |
| End Year Balance | $92,038,956 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.82000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,150,224 | OtherCostOrOtherBasisAmt |
| Book Value | $1,150,224 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,164,019 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,842,678 | DepreciationAmt |
| Book Value | $321,341 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $323,338 | OtherCostOrOtherBasisAmt |
| Depreciation | $323,338 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $197,470 | OtherCostOrOtherBasisAmt |
| Book Value | $197,470 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,669,035 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS - EQUITIES | $1,738,556 | F |
| ABSOLUTE RETURN FUNDS | $41,783,590 | F |
| LP AND REAL EST | $10,359,509 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $53,881,655 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITIES UNDER CHARITABLE TRUST | $6,558,644 |
| DUE TO ADL | $3,131,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,689,819 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | AS REQUIRED UNDER FIN 48 "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES," THE FOLLOWING FOOTNOTE WAS INCLUDED IN NOTE (2)(J) OF THE CONSOLIDATED FINANCIAL STATEMENTS OF ADL AND THE ADL FOUNDATION: "ADL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. INCOME GENERATED FROM ACTIVITIES UNRELATED TO ADL'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER INTERNAL REVENUE CODE SECTION 511 AND IS REPORTED AND PAID WITH THE INTERNAL REVENUE SERVICE FORM 990-T (EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN)." |
| PART I, LINE 3: | $52,000 REPRESENTS GRANTS FROM DONOR ADVISED FUNDS. |
| PART V, LINE 1C: | ADL'S ENDOWMENT, HELD ENTIRELY BY THE ADL FOUNDATION, CONSISTS OF INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. IN 2015, ADL ESTABLISHED TWO BOARD-DESIGNATED ENDOWMENT FUNDS TOTALING $3.5 MILLION. IN 2021, THE VALUE OF THE BOARD-DESIGNATED ENDOWMENTS WAS RECLASSIFIED TO DONOR DESIGNATED FUNDS. ADDITIONALLY, ENDOWMENT FUND REPORTING FOR TAX YEAR 2021 WAS ADJUSTED TO REFLECT THE VALUE OF THE ENDOWMENT AS DISCLOSED IN THE AUDITED FINANCIAL STATEMENTS. THE VALUE OF THE ADJUSTMENT OF $37,871,282 IS INCLUDED WITHIN PART V, LINE 1C. |
| PART V, LINE 4: | THE ADL FOUNDATION ENDOWMENT CONSISTS OF INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR A VARIETY OF PROGRAM PURPOSES (SEE PART III FOR STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS). AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA/CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $24,090,547 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $24,090,547 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $24,090,547 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART IV: | THE ADLF OWNS SHARES OF INVESTMENT FUNDS IN THE CAYMAN ISLANDS AND IN THE BRITISH VIRGIN ISLANDS. ADLF INVESTS IN DOMESTIC AND FOREIGN INVESTMENT VEHICLES THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. NEVERTHELESS, ADLF'S ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621 OR 8865. TO THE EXTENT SUCH A FORM WAS COMPLETED, IT HAS BEEN FILED WITH ADLF'S FORM 990-T. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | 131818723 | 501(C)(3) | $2,712,772 | $0 | SPIN OFF OF ENDOWMENT INCOME |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | 131818723 | 501(C)(3) | $7,111,720 | $0 | ADL4GOOD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PURPOSE OF THE GRANTS/AWARDS TO ADL LISTED IN PART II IS ACCOMPLISHED BY ADL BEFORE THE ACTUAL RECEIPT OF THE FINANCIAL AWARD. THUS, IT IS NOT NECESSARY, AND ADL FOUNDATION DOES NOT HAVE PROCEDURES, TO MONITOR THE USE OF THESE FUNDS. THE REMAINING AWARDS LISTED IN PART II WERE DISTRIBUTED FROM DONOR ADVISED FUNDS. AS SUCH, THE DONORS SELECTED THE RECIPIENT OF EACH AWARD. ADL FOUNDATION ENSURES THAT THE RECIPIENT ORGANIZATIONS QUALIFY FOR THE AWARDS ACCORDING TO IRS REGULATION REGARDING NON-TAXABLE DISTRIBUTIONS AND HAS FINAL CONTROL OF WHETHER TO MAKE THE ADVISED GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONATHAN A GREENBLATT | ||||||||||||||
| TRUSTEE (THRU 11/2021) | $449,407 | $449,407 | $79,500 | $79,500 | $46,809 | $46,809 | $10,128 | $10,128 | $40,022 | $40,022 | $625,866 | $625,866 | $0 | $0 |
| FREDERIC L BLOCH | ||||||||||||||
| TRUSTEE | $55,630 | $315,239 | $15,675 | $88,825 | $1,029 | $5,829 | $586 | $3,322 | $2,946 | $16,696 | $75,866 | $429,911 | $0 | $0 |
| ANAT KENDAL - ASST TREASURER | ||||||||||||||
| EXEC. DIR. (THRU 12/21) | $35,514 | $201,246 | $5,175 | $29,325 | $3,316 | $18,793 | $592 | $3,353 | $2,786 | $15,787 | $47,383 | $268,504 | $0 | $0 |
| STEVEN C SHEINBERG | ||||||||||||||
| GENERAL COUNSEL & ASST. SECRETARY | $35,989 | $203,938 | $5,925 | $33,575 | $180 | $1,023 | $621 | $3,521 | $2,665 | $15,100 | $45,380 | $257,157 | $0 | $0 |
| ROBERT O TRESTAN | ||||||||||||||
| VP, WESTERN DIVISON (ADL) | $37,074 | $210,086 | $1,556 | $8,815 | $116 | $658 | $207 | $1,170 | $3,149 | $17,844 | $42,102 | $238,573 | $0 | $0 |
| DORON EZICKSON | ||||||||||||||
| VP, EAST DIVISION (ADL) | $35,390 | $200,545 | $3,000 | $17,000 | $388 | $2,201 | $496 | $2,808 | $2,653 | $15,032 | $41,927 | $237,586 | $0 | $0 |
| SETH BRYSK | ||||||||||||||
| REGIONAL DIRECTOR (ADL) | $37,075 | $210,089 | $120 | $680 | $62 | $352 | $577 | $3,267 | $1,648 | $9,337 | $39,482 | $223,725 | $0 | $0 |
| JEFFREY ABRAMS | ||||||||||||||
| REGIONAL DIRECTOR (ADL) | $34,854 | $197,508 | $120 | $680 | $62 | $352 | $193 | $1,092 | $2,441 | $13,835 | $37,670 | $213,467 | $0 | $0 |
| KAREN AROESTY | ||||||||||||||
| REGIONAL DIRECTOR (ADL) (THRU 08/21) | $34,410 | $77,590 | $120 | $680 | $1,644 | $126,716 | $156 | $887 | $668 | $3,785 | $36,998 | $209,658 | $0 | $0 |
| GREGORY LIBERTINY | ||||||||||||||
| CFO (AS OF 12/21) | $27,972 | $158,510 | $3,420 | $19,380 | $343 | $1,943 | $468 | $2,654 | $1,561 | $8,847 | $33,764 | $191,334 | $0 | $0 |
| ABRAHAM R FOXMAN | ||||||||||||||
| NATIONAL DIR. EMERITUS (ADL) | $0 | $81,275 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,847 | $0 | $90,122 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL REIMBURSEMENT POLICY - ADL HAS A WRITTEN POLICY REGARDING TRAVEL REIMBURSEMENT IN ACCORDANCE WITH RULES FOR AN ACCOUNTABLE PLAN. THE ADL NATIONAL CHAIR REVIEWS A PERIODIC SUMMARY OF THE ADL FOUNDATION TRUSTEE/ADL CEO/NATIONAL DIRECTOR'S EXPENSE REPORTS. IN ADDITION, ALL TRAVEL COSTS RELATED TO COMPANIONS, ONCE APPROVED, ARE FULLY TAXABLE. HEALTH REIMBURSEMENT - ADL PROVIDES REIMBURSEMENT TO JONATHAN GREENBLATT, TRUSTEE, FOR GYM MEMBERSHIP FEES WHICH ARE TAXABLE AND REPORTED IN HIS W-2. |
| PART I, LINES 4A-B | KAREN AROESTY RECEIVED A SEVERANCE PAYMENT IN CALENDAR YEAR 2021. THIS SEVERANCE PAYMENT IS DISCLOSED IN FORM 990, SCHEDULE J, PART II, COLUMN (B)(III). IN 2012, ADL AND THE ADL FOUNDATION FINALIZED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) BENEFIT FOR ABRAHAM H. FOXMAN, ADL'S NATIONAL DIRECTOR SINCE 1987. IT WAS IN RECOGNITION OF HIS SIGNIFICANT VALUE TO ADL AND THE ADL FOUNDATION AT THAT TIME AND GOING FORWARD AND HIS FIFTY YEARS OF INVALUABLE AND TIRELESS SERVICE, INCLUDING 25 YEARS AS A NATIONAL DIRECTOR. THE SERP IS A RETIREMENT BENEFIT THAT IS PAID OUT OVER TIME. IN COMPENSATION COMMITTEE. THE COMMITTEE IS A FULLY INDEPENDENT AND $14,100 WAS TAXABLE ON THE 2021 FORM W-2. THE REMAINING BENEFIT IS INCLUDED DISINTERESTED BODY. IT WAS RIGOROUS IN ITS METHODOLOGY AND RELIED UPON THE LONG-TERM PENSION OBLIGATIONS LIABILITY ON ADL'S BALANCE SHEET. THE INDEPENDENT EXPERTS WHO ADVISED THAT THE SERP (AND THE OVERALL COMPENSATORY SERP WAS APPROVED BY ADL'S AND ADL FOUNDATION'S JOINT EXECUTIVE PACKAGE) WAS REASONABLE IN LIGHT OF MARKET COMPARABILITY DATA. |
| PART I, LINE 7 | A ONE-TIME PERFORMANCE BONUS PAYMENT WAS MADE TO INDIVIDUALS MEETING CERTAIN METRICS. THESE ARE REPORTED IN COLUMN (B)(II). NON-FIXED PAYMENTS ARE THE COMBINED AMOUNTS FROM THE FILING ORGANIZATION AND THE RELATED ORGANIZATIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 1A: | OF THE 149 FORMS FILED, 10 ARE FORMS 1099-M AND 139 ARE FORMS 1099-R. FORM 990, PART V, LINE 2A: ADLF DOES NOT ISSUE W-2S. ALL EMPLOYEES ARE PAID AND ISSUED W-2S FROM A RELATED ORGANIZATION, ANTI-DEFAMATION LEAGUE ("ADL"). IN 2021, ADL ISSUED 501 W-2S. EMPLOYEES LISTED IN PART VII, SECTION A, HAVE THEIR SALARIES ALLOCATED BASED ON PERCENTAGES OF TIME DEDICATED TOWARD EACH ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 2 | LIST OF INDIVIDUALS LISTED IN PART VII, SECTION A WITH FAMILY RELATIONSHIPS: BARBARA BALSER - RONALD BALSER. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ADL FOUNDATION HAS A SINGLE MEMBER, ADL. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ADL FOUNDATION HAS A THREE-PERSON MEMBER COMMITTEE CONSISTING OF THE PRESIDENT OF THE ADL FOUNDATION; THE ADL BOARD CHAIR; AND THE IMMEDIATE PAST NATIONAL CHAIR OF ADL. THE MEMBER COMMITTEE APPROVES SIGNIFICANT CHANGES TO THE ORGANIZATIONAL DOCUMENTS AND ELECTS THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | COPIES OF DRAFT FORM 990 WERE PROVIDED TO THE MEMBERS OF THE JOINT AUDIT COMMITTEE OF THE ADL FOUNDATION AND ADL, WHICH REVIEWED AND APPROVED THE FORM 990 AT ITS NOVEMBER 2022 MEETING. SUBSEQUENT TO THE MEETING OF THE JOINT AUDIT COMMITTEE, AN EMAIL WAS SENT TO THE ENTIRE ADL FOUNDATION'S BOARD OF TRUSTEES NOTIFYING THEM THAT THE FORM 990 IS AVAILABLE FOR THEIR REVIEW BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ADL FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY APPROVED BY THE BOARD OF TRUSTEES THAT REQUIRES ITS OFFICERS, DIRECTORS AND EMPLOYEES TO ANNUALLY DISCLOSE THEIR POTENTIAL CONFLICTS OF INTEREST, THOSE OF THEIR FAMILY MEMBERS AND OF OTHER INTERESTED PARTIES. THIS DISCLOSURE FORM IS DISTRIBUTED TO ALL ADL FOUNDATION STAFF ANNUALLY BY THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT (HR). HR ENSURES THAT ALL FORMS ARE COMPLETED AND REVIEWS THE FORMS FOR CONFLICTS. THE DISCLOSURE FORM IS DISTRIBUTED TO MEMBERS OF THE BOARD OF TRUSTEES ANNUALLY BY THE OFFICE OF THE EXECUTIVE DIRECTOR. THE OFFICE OF THE EXECUTIVE DIRECTOR COLLECTS AND REVIEWS THEM FOR NOTED OFFICER AND DIRECTOR CONFLICTS. A SUMMARY AND THE NOTED FINDINGS ARE THEN REVIEWED BY THE EXECUTIVE DIRECTOR, WHO THEN PROVIDES ALL DISCLOSURES TO THE JOINT AUDIT COMMITTEE OF THE ADL FOUNDATION AND ADL FOR FURTHER REVIEW. THE JOINT AUDIT COMMITTEE REVIEWS AND DETERMINES BY MAJORITY VOTE WHETHER A CONFLICT EXISTS. IF A CONFLICT IS NOTED INVOLVING A MEMBER OF THE BOARD OF TRUSTEES WHO IS ALSO A MEMBER OF JOINT AUDIT COMMITTEE, THE PERSON RECUSES HIM/HERSELF FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ADL FOUNDATION'S PROCESS FOR DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR INCLUDES CONSULTATION WITH AN INDEPENDENT THIRD PARTY THAT PERFORMS A COMPENSATION MARKET STUDY AND PROVIDES SALARY STRUCTURE GRADING. THIS IS REVIEWED AND A DECISION IS MADE BY THE JOINT EXECUTIVE COMPENSATION COMMITTEE OF THE ADL FOUNDATION AND ADL, AS DOCUMENTED IN THE RESPECTIVE COMMITTEE MEETING MINUTES. THE ADL FOUNDATION'S PROCESS FOR DETERMINING THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES INCLUDES CONSULTATION WITH AN INDEPENDENT THIRD PARTY THAT PERFORMS A COMPENSATION MARKET STUDY AND PROVIDES SALARY STRUCTURE GRADING. THIS IS REVIEWED BY ADL'S CEO WHO PRESENTS A RECOMMENDATION TO THE JOINT EXECUTIVE COMPENSATION COMMITTEE OF THE ADL FOUNDATION AND ADL. THE JOINT EXECUTIVE COMPENSATION COMMITTEE MAKES A DECISION ON THE RECOMMENDATION, AS DOCUMENTED IN THE RESPECTIVE COMMITTEE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF ADL AND THE ADL FOUNDATION ARE MADE AVAILABLE TO THE PUBLIC THROUGH A DIRECT LINK ON THE ADL/ADL FOUNDATION WEBSITE, (WWW.ADL.ORG). FURTHERMORE, A FULL SET OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF ADL AND THE ADL FOUNDATION IS AVAILABLE UPON REQUEST AS INDICATED ON THE ADL/ADL FOUNDATION WEBSITE AND IN THE ADL ANNUAL REPORT. ADL FOUNDATION'S CERTIFICATE OF INCORPORATION IS AVAILABLE WITH THE SECRETARY OF STATE OF NEW YORK. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CHARITABLE TRUST AND ANNUITY AGREEMENTS -375,459. PROVISION FOR UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE -1,778,737. |
| FORM 990, PART XI, LINE 9: | OF THE OTHER CHANGES IN NET ASSETS TOTALING ($2,154,196), ($375,459) REPRESENTS THE CHANGE IN THE VALUE OF CHARITABLE TRUST AND ANNUITY AGREEMENTS. THE AMOUNT WAS RECORDED ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND SCHEDULES OF ADL AND THE ADL FOUNDATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE | ||||||||||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | 131818723 | ELIMINATE ANTI-SEMITISM | DC | 501(C)(3) | LINE 9 | N/A | 0 | ||||||
| ADLF COMMON FUND | ||||||||||||||||
| 605 THRID AVENUE | NEW YORK | NY | 10158 | 133095748 | ASSIST & SUPPORT ADL | NY | 501(C)(3) | PF | 0 | ADL | ||||||
| ANTI-DEFAMATION LEAGUE - ISRAEL | ||||||||||||||||
| ADVOCACY | 0 | ADL | 21 JABOTINSKY STREET | JERUSALEM | ISRAEL | IS | IS | |||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (14) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE TR | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART IV COLUMN (C) - DOMICILES OF RELATED TRUSTS | FormAndLineReferenceDesc |
| Explanation | CA, CO, IA, NJ, NY, PA, WA | ExplanationTxt |
Comments