LEO BAECK INSTITUTE INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LEO BAECK INSTITUTE INC (EIN 13-5659965)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349312399
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T14:38:47-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | 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 | 135659965 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEO BAECK INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEOB | BusinessNameControlTxt |
| Phone | 2127446400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 W 16TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM WEITZER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2127446400 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | WEITZER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM EPSTEIN | PreparerPersonNm |
| PTIN | P01307171 | PTIN |
| Phone | 2129498700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | WILLIAM WEITZER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 W 16TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,052,996 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LBI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE LEO BAECK INSTITUTE IS TO STUDY AND PRESERVE THE HISTORY AND CULTURE OF GERMAN-SPEAKING JEWRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,609,605 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,813,583 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,705 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,778 | CYProgramServiceRevenueAmt |
| PY Investment Income | $127,351 | PYInvestmentIncomeAmt |
| CY Investment Income | $187,971 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,510 | PYOtherRevenueAmt |
| CY Other Revenue | -$85,516 | CYOtherRevenueAmt |
| PY Total Revenue | $4,785,171 | PYTotalRevenueAmt |
| CY Total Revenue | $4,933,816 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $53,439 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $34,026 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,501,425 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,486,783 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $133,932 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,434,022 | PYOtherExpensesAmt |
| CY Other Expenses | $1,522,504 | CYOtherExpensesAmt |
| PY Total Expenses | $2,988,886 | PYTotalExpensesAmt |
| CY Total Expenses | $3,043,313 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,796,285 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,890,503 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,893,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,322,648 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $390,034 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $307,871 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,503,756 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,014,777 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE LEO BAECK INSTITUTE IS TO STUDY AND PRESERVE THE HISTORY AND CULTURE OF GERMAN-SPEAKING JEWRY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $446,224 | ExpenseAmt |
| Desc | LIBRARY - THE LIBRARY OF THE LEO BAECK INSTITUTE IS INTERNATIONALLY RECOGNIZED AS THE MOST COMPREHENSIVE REPOSITORY FOR BOOKS DOCUMENTING THE HISTORY AND CULTURE OF GERMAN-SPEAKING JEWRY. OVER 80,000 VOLUMES AND 900 PERIODICAL TITLES PROVIDE IMPORTANT PRIMARY AND SECONDARY MATERIAL. RICH IN RARITIES RANGING FROM EARLY 16TH CENTURY WRITINGS, TO MOSES MENDELSSOHN AND HEINRICH HEINE, AND FIRST EDITIONS AND DEDICATION COPIES OF WORKS BY MORE RECENT PROMINENT WRITERS, MANY OF ITS VOLUMES WERE SALVAGED FROM FAMOUS JEWISH LIBRARIES THAT WERE CONFISCATED AND DISPERSED BY THE NAZIS. MOST OF THE COLLECTION DEALS WITH CENTRAL EUROPEAN JEWRY DURING THE NINETEENTH AND EARLY TWENTIETH CENTURIES. (CONTINUED ON SCHED O)(CONTINUED FROM PART III 4A) IT ALSO INCLUDES MATERIAL DATING BACK AS FAR AS THE 16TH CENTURY AND IS AS CURRENT AS THE JEWISH POPULATION IN GERMANY TODAY. THE FOCUS OF THE COLLECTION IS ON THE DIVERSE CULTURE OF GERMAN-SPEAKING JEWRY, ESPECIALLY IN THE ARTS, SCIENCES, LITERATURE, PHILOSOPHY, AND RELIGION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $768,090 | ExpenseAmt |
| Revenue | $17,778 | RevenueAmt |
| Desc | ARCHIVES - THE LEO BAECK INSTITUTE ARCHIVES IS THE OUTSTANDING COLLECTION OF ORIGINAL DOCUMENTS OF ITS KIND. INDIVIDUALS, FAMILIES, AND ORGANIZATIONS HAVE DEPOSITED THEIR DOCUMENTS AT THE LBI. FAMILY PAPERS, COMMUNITY HISTORIES, AND BUSINESS AND PUBLIC RECORDS DATE BACK CENTURIES AND TOUCH UPON VIRTUALLY EVERY PHASE OF GERMAN-JEWISH LIFE. A UNIQUE COLLECTION OF OVER 2,000 MEMOIRS OFFERS RARE INSIGHTS INTO THE LIVES OF GERMAN JEWS FROM ALL WALKS OF LIFE FROM 1790 TO THE POST-WAR ERA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $307,228 | ExpenseAmt |
| Desc | ARTS AND EXHIBITS - IN ADDITION TO THE ARCHIVAL DOCUMENTS AND BOOKS HELD BY THE INSTITUTE, THE COLLECTIONS INCLUDE OVER 6,000 THREE-DIMENSIONAL OBJECTS. OVER ONE-HALF OF THE ART AND OBJECT COLLECTIONS ARE WORKS CREATED BY GERMAN-JEWISH ARTISTS AND/OR BROUGHT OUT OF GERMANY BY REFUGEES. THE BALANCE OF THE MATERIALS ARE OBJECTS THAT THE FAMILIES FOUND IMPORTANT TO TAKE OUT OF GERMANY, INCLUDING RELIGIOUS ITEMS, MILITARY MEDALS, PHOTO ALBUMS, AND MUCH MORE. THE INSTITUTE USES THESE OBJECTS IN EXHIBITIONS WHEN TELLING THE STORY OF GERMAN-SPEAKING JEWRY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt |
|---|---|---|
| $203,766 | INTERNATIONAL ACTIVITIES | |
| $506,044 | PUBLIC PROGRAMS | $34,026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $709,810 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $34,026 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,231,352 | 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 | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | GM | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM WEITZER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127446400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 W 16TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID SORKIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $7,035 | ||
| MARIAN SCHEUER SOFAER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND VJ SCHRAG | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES E SCHEIDT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT S RIFKIND | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL NEMITZ | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL A MEYER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ABRAHAM F LOWENTHAL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN C LESSING | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEF JOFFE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIELLE SPERA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL G JESSELSON | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNARD BLUM | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH A BAMBERGER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EMARY ARONSON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS BAUM | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| AMY HOUSTON | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WERNER GUNDERSHEIMER | ||||||||
| VICE PRESIDENT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID W DETJEN | ||||||||
| VICE PRESIDENT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL A BAMBERGER | ||||||||
| VICE PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID G MARWELL | ||||||||
| PRESIDENT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JAMES N DREYFUS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HUBERTA VON VOSS-WITTIG | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM H WEITZER | ||||||||
| EXECUTIVE DIRECTOR | 35.00 | 0.00 | $229,926 | $0 | $579 | Yes (X) | ||
| FRANK MECKLENBURG | ||||||||
| DIRECTOR OF RESEARCH | 35.00 | 0.00 | $133,058 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $362,984 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,614 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTICA PRODUCTION | BusinessNameLine1Txt |
Contractor Address ContractorAddress
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 GLEN ROAD | AddressLine1Txt |
| City | TORONTO | CityNm |
| Province Or State | ONTARIO | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | M4W 2X3 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PRODUCTION CONSULTING | ServicesDesc |
| Compensation | $316,737 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $26,632 | MembershipDuesAmt |
| Fundraising | $257,695 | FundraisingAmt |
| Government Grants | $1,225,391 | GovernmentGrantsAmt |
| All Other Contributions | $3,303,865 | AllOtherContributionsAmt |
| Noncash Contributions | $32,020 | NoncashContributionsAmt |
| Total Contributions | $4,813,583 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ARCHIVE FEES | 519100 | $17,602 | $17,602 |
| SALES OF BOOKS AND PUB | 519100 | $176 | $176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,778 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $187,971 | TotalRevenueColumnAmt |
| Exclusion | $187,971 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,741 | TotalRevenueColumnAmt |
| Exclusion | $1,741 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,020 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,020 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $87,160 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $257,695 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $87,160 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS | 900099 | $1,793 | $1,793 |
| FOREIGN EXHANGE LOSS | 900099 | -$89,050 | -$89,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$87,257 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,933,816 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,778 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $102,455 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,026 | TotalAmt |
| Program Services | $34,026 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,380,952 | TotalAmt |
| Program Services | $1,019,766 | ProgramServicesAmt |
| Management And General | $277,472 | ManagementAndGeneralAmt |
| Fundraising | $83,714 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,831 | TotalAmt |
| Program Services | $78,151 | ProgramServicesAmt |
| Management And General | $21,264 | ManagementAndGeneralAmt |
| Fundraising | $6,416 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148 | TotalAmt |
| Management And General | $148 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,540 | TotalAmt |
| Management And General | $100,540 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,183 | TotalAmt |
| Management And General | $2,183 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,316 | TotalAmt |
| Program Services | $562,086 | ProgramServicesAmt |
| Management And General | $2,230 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,794 | TotalAmt |
| Program Services | $42,564 | ProgramServicesAmt |
| Management And General | $41,059 | ManagementAndGeneralAmt |
| Fundraising | $36,171 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,883 | TotalAmt |
| Program Services | $96,985 | ProgramServicesAmt |
| Management And General | $190,176 | ManagementAndGeneralAmt |
| Fundraising | $3,722 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,495 | TotalAmt |
| Program Services | $6,603 | ProgramServicesAmt |
| Management And General | $1,650 | ManagementAndGeneralAmt |
| Fundraising | $242 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,964 | TotalAmt |
| Program Services | $1,474 | ProgramServicesAmt |
| Management And General | $3,423 | ManagementAndGeneralAmt |
| Fundraising | $67 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,430 | TotalAmt |
| Program Services | $11,809 | ProgramServicesAmt |
| Management And General | $27,089 | ManagementAndGeneralAmt |
| Fundraising | $532 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOOKS, MATERIAL, MICROF | $210,640 | $202,838 | $6,611 | $1,191 |
| EXHIBIT FABRICATION | $90,434 | $90,434 | ||
| STORAGE | $76,888 | $76,888 | ||
| MISCELLANEOUS | $13,789 | $7,728 | $4,184 | $1,877 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,043,313 | TotalAmt |
| Program Services | $2,231,352 | ProgramServicesAmt |
| Management And General | $678,029 | ManagementAndGeneralAmt |
| Fundraising | $133,932 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $773,761 | BOYAmt |
| EOY | $746,947 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,400,520 | BOYAmt |
| EOY | $1,085,234 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,465,003 | BOYAmt |
| EOY | $1,037,028 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,500 | BOYAmt |
| EOY | $7,255 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,334 | BOYAmt |
| EOY | $31,222 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $343,272 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $310,216 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,565 | BOYAmt |
| EOY | $33,056 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,192,107 | BOYAmt |
| EOY | $7,381,906 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,893,790 | BOYAmt |
| EOY | $10,322,648 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,241 | BOYAmt |
| EOY | $27,078 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,793 | BOYAmt |
| EOY | $280,793 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,034 | BOYAmt |
| EOY | $307,871 | 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 | $2,782,195 | BOYAmt |
| EOY | $5,139,049 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,721,561 | BOYAmt |
| EOY | $4,875,728 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,503,756 | BOYAmt |
| EOY | $10,014,777 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,893,790 | BOYAmt |
| EOY | $10,322,648 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,890,503 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $640,518 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$20,000 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | 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 | $2,368,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,006,623 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,724,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,609,605 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,813,583 | CurrentTaxYearAmt |
| Total | $18,522,964 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,368,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,006,623 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,724,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,609,605 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,813,583 | CurrentTaxYearAmt |
| Total | $18,522,964 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,473,796 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,049,168 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,658 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,925 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $189,712 | CurrentTaxYearAmt |
| Total | $486,676 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,765 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,070 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$87,257 | CurrentTaxYearAmt |
| Total | -$69,563 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,940,077 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $69,447 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85460 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,890,174 | BeginningYearBalanceAmt |
| Contributions | $1,781 | ContributionsAmt |
| Investment Earnings Or Losses | $328,505 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $94,427 | OtherExpendituresAmt |
| End Year Balance | $3,126,033 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,598,070 | BeginningYearBalanceAmt |
| Contributions | $85,248 | ContributionsAmt |
| Investment Earnings Or Losses | $279,476 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $72,620 | OtherExpendituresAmt |
| End Year Balance | $2,890,174 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,829,185 | BeginningYearBalanceAmt |
| Contributions | $597,000 | ContributionsAmt |
| Investment Earnings Or Losses | $246,048 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $74,163 | OtherExpendituresAmt |
| End Year Balance | $2,598,070 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,222,855 | BeginningYearBalanceAmt |
| Contributions | $692,286 | ContributionsAmt |
| Investment Earnings Or Losses | -$19,831 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $66,125 | OtherExpendituresAmt |
| End Year Balance | $1,829,185 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,042,449 | BeginningYearBalanceAmt |
| Contributions | $120,000 | ContributionsAmt |
| Investment Earnings Or Losses | $121,259 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,853 | OtherExpendituresAmt |
| End Year Balance | $1,222,855 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.74763 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25237 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,250 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,604 | DepreciationAmt |
| Book Value | $24,646 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $296,424 | OtherCostOrOtherBasisAmt |
| Depreciation | $288,014 | DepreciationAmt |
| Book Value | $8,410 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,598 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,598 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,056 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,572,151 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $640,518 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $640,518 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,931,633 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,183 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,183 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,933,816 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,061,130 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $20,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $20,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,041,130 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,183 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $2,183 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,043,313 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | DESCRIPTION OF COLLECTIONS ITEMS: THE INSTITUTE MAINTAINS THREE COLLECTIONS (I) A LIBRARY COLLECTION OF OVER 80,000 VOLUMES AND 1,600 PERIODICAL TITLES, INCLUDING COMPLETE COLLECTIONS OF VARIOUS PUBLICATIONS, TO PROVIDE IMPORTANT PRIMARY AND SECONDARY MATERIAL FOR RESEARCHERS AND THE GENERAL PUBLIC; (II) ARCHIVES OF THE WRITTEN AND ORAL LEGACY OF GERMAN-SPEAKING JEWRY, WITH OVER 4,000 LINEAR FEET CONTAINING 10,000 COLLECTIONS, OVER 2,000 MEMOIRS AND MANUSCRIPTS, AND MORE THAN 35,000 PHOTOS; THE FILES RANGE FROM FAMILY TREES AND OTHER GENEALOGICAL MATERIAL TO TRAVEL-RELATED EMIGRATION DOCUMENTS, AND MANUSCRIPTS, CLIPPINGS AND OFFICIAL DOCUMENTS PERTAINING TO JEWISH COMMUNITIES THROUGHOUT GERMANY; (III) A COLLECTION OF 6,000 WORKS OF ART AND ARTIFACTS PRESERVING A CRITICAL, VISUAL RECORD OF GERMAN-JEWISH HISTORY AND MATERIAL CULTURE. ALL COLLECTION ITEMS ARE CATALOGUED AND PRESERVED, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED REGULARLY. THE COST OR VALUE OF THESE COLLECTIONS IS NOT INCLUDED IN THE STATEMENTS OF THE FINANCIAL POSITION. EACH OF THE THREE COLLECTIONS RECEIVES NEW ITEMS EACH YEAR THROUGH CONTRIBUTIONS THAT ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS. ITEMS PURCHASED BY THE INSTITUTE FOR THE COLLECTIONS, PRIMARILY FOR THE LIBRARY, ARE RECORDED AS EXPENSES IN THE YEAR IN WHICH THE ITEMS ARE PURCHASED. THE INSTITUTE REVIEWS ITS COLLECTIONS ON AN ONGOING BASIS AND MAY PERIODICALLY ACQUIRE OR DE-ACCESS ITEMS. PROCEEDS RECEIVED FROM DEACCESSIONS ARE EITHER IMPOSED RESTRICTIONS THAT ARE BOARD-RESTRICTED, BASED ON THE RESTRICTIONS PLACED ON THE ORIGINAL GIFT BY THE DONOR, OR LACK THEREOF, AND ARE RESTRICTED TO FUND FUTURE ACQUISITIONS OF COLLECTIONS, OR THE PRESERVATION, CONSERVATION OR DIRECT CARE OF OTHER COLLECTIONS. |
| PART III, LINE 4: | DESCRIPTION OF COLLECTIONS FURTHERING THE INSTITUTE'S EXEMPT PURPOSE: THE LEO BAECK INSTITUTE (LBI) IS A CENTER FOR RESEARCH, EXHIBITIONS, AND EVENTS. ITS LIBRARY AND ARCHIVES OFFER THE MOST COMPREHENSIVE DOCUMENTATION FOR THE STUDY OF GERMAN JEWISH HISTORY. MOST OF LBI'S COLLECTION PERTAINS TO CENTRAL EUROPEAN JEWRY DURING THE NINETEENTH AND EARLY TWENTIETH CENTURIES. IT ALSO INCLUDES MATERIAL DATING AS FAR BACK AS THE 16TH CENTURY AND AS CURRENT AS THE JEWISH POPULATION IN GERMANY TODAY. THE FOCUS OF THE COLLECTION IS ON THE DIVERSE CULTURE OF GERMAN-SPEAKING JEWRY, ESPECIALLY IN THE ARTS, SCIENCES, LITERATURE, PHILOSOPHY, AND RELIGION. LBI'S ARCHIVES IS THE OUTSTANDING COLLECTION OF ORIGINAL DOCUMENTS OF ITS KIND. FAMILY PAPERS, COMMUNITY HISTORIES, AND BUSINESS AND PUBLIC RECORDS DATE BACK CENTURIES AND TOUCH UPON VIRTUALLY EVERY PHASE OF GERMAN-JEWISH LIFE. CONTRIBUTED COLLECTIONS ITEMS ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS. THE INSTITUTE REVIEWS ITS COLLECTIONS AND MAY PERIODICALLY ACQUIRE OR DEACCESS ITEMS. PROCEEDS FROM DEACCESSIONS ARE CLASSIFIED AS WITHOUT DONOR RESTRICTIONS, EXCEPT WHEN DONOR RESTRICTIONS APPLY. |
| PART V, LINE 4: | THE INSTITUTE'S ENDOWMENT ASSETS CONSIST OF FIVE DONOR-RESTRICTED FUNDS, ESTABLISHED FOR A VARIETY OF PURPOSES. THESE FUNDS INCLUDE ACCUMULATED ENDOWMENT INCOME THAT ARE CLASSIFIED WITHIN NET ASSETS WITH DONOR RESTRICTIONS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. IN INCOME-TAX OBLIGATIONS. BECAUSE OF THE INSTITUTE'S GENERAL TAX-EXEMPT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT ANTICIPATED TO HAVE, A MATERIAL IMPACT ON THE INSTITUTE'S FINANCIAL STATEMENTS. |
| PART X, LINE 2: | THE INSTITUTE IS SUBJECT TO THE PROVISIONS OF THE FASB ASC TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME-TAX OBLIGATIONS. BECAUSE OF THE INSTITUTE'S GENERAL TAXEXEMPT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT ANTICIPATED TO HAVE, A MATERIAL IMPACT ON THE INSTITUTE'S FINANCIAL STATEMENTS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT EXPENSES NOT REPORTED ON FORM 990 20,000. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Offices | 2 | OfficesCnt |
| Employee | 1 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | MAINT. OF COLLECTION | SpecificServicesProvidedTxt |
| Region Total Expenditures | $203,766 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $203,766 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $203,766 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | PROGRAM SERVICES ALL PROJECTS AND ACTIVITIES ARE OVERSEEN BY THE DIRECTOR OF BERLIN OPERATIONS WHOSE WORK IS OVERSEEN BY THE EXECUTIVE DIRECTOR AND FINANCIAL TRANSACTIONS ARE FACILITATED BY THE EXECUTIVE SECRETARY AND MONITORED USING THE SAME FINANCIAL OVERSIGHT SYSTEMS AS ARE USED FOR U.S. EXPENSES. |
| PART I, LINE 3: | AMOUNT REPORTED USING THE ACCRUAL BASIS OF ACCOUNTING. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $344,855 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $257,695 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $87,160 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $70,589 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $16,571 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $344,855 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $257,695 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $87,160 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $70,589 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,571 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $87,160 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIPS | GrantTypeTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $34,026 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FELLOWSHIP RECIPIENTS ARE REQUIRED TO PERFORM RESEARCH AT THE INSTITUTE AND PRESENT SATISFACTORY RESULTS OF THEIR PROJECT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM H WEITZER | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $229,926 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $579 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $230,505 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $32,020 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE M, LINE 9, COLUMN B | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY RELATIONSHIPS: MICHAEL A. BAMBERGER, VICE PRESIDENT IS FATHER TO KENNETH A BAMBERGER, TRUSTEE; SEPARATELY AMY HOUSTON, TREASURER IS THE DAUGHTER OF BERNARD BLUM, TRUSTEE. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP: MEMBERS OF THE INSTITUTE CONSIST OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERSHIP: THE INSTITUTE'S BOARD OF TRUSTEES IS COMPRISED OF THREE CLASSES, ALL WITH EQUAL VOTING RIGHTS. THE BOARD OF TRUSTEES ARE ELECTED BY A PLURALITY OF THE VOTES CAST AT A MEETING OF THE MEMBERS. AT ANY MEETING OF THE MEMBERS, EACH MEMBER WILL BE ENTITLED TO ONE VOTE. |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEW OF FORM 990: DRAFT TAX RETURN IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY: BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE ANY RELATIONSHIPS, PERSONAL OR BUSINESS, WITH LEO BAECK INSTITUTE AND ANY OTHER RELATED ENTITY. |
| FORM 990, PART VI, SECTION B, LINE 15A | EXECUTIVE COMPENSATION: THE COMPENSATION OF THE EXECUTIVE DIRECTOR WAS DETERMINED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 18 | AVAILABILITY OF FORMS: THE AFOREMENTIONED FORMS ARE AVAILABLE ON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF GOVERNANCE DOCUMENTS: THE AFOREMENTIONED DOCUMENTS ARE AVAILABLE ON REQUEST. |
| FORM 990, PART IX, LINE 11G | PRODUCTION CONSULTANTS: PROGRAM SERVICE EXPENSES 316,737. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 316,737. GENEAOLOGY CONSULTANTS: PROGRAM SERVICE EXPENSES 32,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,400. GERMAN PROJECT CONSULTANTS: PROGRAM SERVICE EXPENSES 30,539. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,539. GERMAN RELATIONSHIP CONSULTANTS: PROGRAM SERVICE EXPENSES 82,514. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,514. PROJECT MANAGEMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 64,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,850. PUBLIC RELATIONS CONSULTANTS: PROGRAM SERVICE EXPENSES 20,592. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,592. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 14,454. MANAGEMENT AND GENERAL EXPENSES 2,230. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,684. |
| FORM 990, PART XI, LINE 9: | BAD DEBT EXPENSES NOT REPORTED ON FORM 990 -20,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTER FOR JEWISH HISTORY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 WEST 16TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133863344 | EIN |
| Primary Activities | REPOSITORY | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | 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 II, LINE 1 | FormAndLineReferenceDesc |
| Explanation | IN OCTOBER 1995, THE INSTITUTE, ALONG WITH THREE OTHER NOT-FOR-PROFIT ORGANIZATIONS, THE AMERICAN JEWISH HISTORICAL SOCIETY, THE YIVO INSTITUTE FOR JEWISH RESEARCH, INC., AND THE YESHIVA UNIVERSITY MUSEUM SIGNED AN AGREEMENT FORMING THE CENTER FOR JEWISH HISTORY, INC. (THE "CENTER"), A SEPARATE, 501(C)(3) NOT-FOR-PROFIT CORPORATION. THEREAFTER, THE AMERICAN SEPHARDI FEDERATION ENTERED INTO A SUPPLEMENTAL AGREEMENT WITH THE INITIAL MEMBERS WHICH PROVIDED FOR ITS MEMBERSHIP INTO THE CENTER. UPON LIQUIDATION OF THE CENTER, MEMBER ORGANIZATIONS WOULD BE ENTITLED TO RECEIVE A SHARE OF THE PROCEEDS OF THE LIQUIDATION, SUBJECT TO CERTAIN SENIOR CLAIMS. LIQUIDATION OF THE CENTER REQUIRES THE CONSENT OF ALL MEMBER ORGANIZATIONS. THE CENTER PROVIDES FOR THE OPERATION OF THE INSTITUTE'S OPERATING FACILITY, INCLUDING (I) MAINTENANCE OF ALL OFFICES AND SPECIALIZED AREAS; (II) CONTROL OF THE MECHANICAL SYSTEMS FOR THE BUILDING; (III) MAINTENANCE OF ELEVATORS; (IV) SUPPORT FOR ALL TECHNOLOGY; (V) SECURITY; AND (VI) MANY OTHER RELATED SERVICES. THE CENTER ALSO SERVES AS THE CENTRAL REPOSITORY FOR THE INSTITUTE'S ARCHIVAL DOCUMENTS, BOOKS, PHOTOGRAPHS, PAINTINGS, AND ARTIFACTS. ALTHOUGH THE CENTER DERIVES ITS REVENUE FROM SOURCES TYPICAL OF NOT-FOR-PROFIT ENTERPRISES, REVENUES GENERATED BY THE CENTER ARE NOT SUFFICIENT TO COVER ITS OPERATING EXPENSES. FOR THE YEARS 2021 AND 2020, THE INSTITUTE AND OTHER MEMBERS AGREED TO CONTRIBUTE AN AGGREGATE AMOUNT OF APPROXIMATELY $1,358,000 AND $2,551,000, RESPECTIVELY, TO COVER THE CENTER'S OPERATING COSTS. THE AMOUNT CONTRIBUTED BY EACH MEMBER WAS BASED UPON THE MEMBER'S ALLOCATED SPACE AT THE CENTER. IN ADDITION TO THE FACILITY SERVICES AGREEMENT, IN 2010, THE INSTITUTE AND THE CENTER ENTERED INTO AN AGREEMENT WHEREBY THE INSTITUTE WOULD OPERATE THE DAY-TO-DAY OPERATIONS OF THE CENTER'S MICROFILM LABORATORY. DURING 2019, THE INSTITUTE CAME TO AN AGREEMENT WITH THE CENTER WHERE THE CENTER WOULD HANDLE THE BULK OF THE ACCOUNTING SERVICES FOR THE INSTITUTE. DURING 2017, THE CENTER AND OTHER MEMBER ORGANIZATIONS ENTERED INTO AN AMENDED AGREEMENT THAT INCLUDED UPDATED BYLAWS AND OTHER GOVERNANCE RELATED MATTERS TO FURTHER ENHANCE AND STRENGTHEN THE COLLABORATION AMONG THE FIVE MEMBER ORGANIZATIONS. IN RELATION TO ITS AGREEMENTS WITH THE CENTER, THE INSTITUTE INCURRED OPERATING EXPENSES OF $335,735 AND $557,762 FOR 2021 AND 2020, RESPECTIVELY. AT DECEMBER 31, 2020 THE INSTITUTE OWED THE CENTER APPROXIMATELY $48,000, WHICH IS INCLUDED IN ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. IN ADDITION, DURING 2020 THE CENTER CHARGED EACH OF THE PARTNERS ITS SHARE OF A SPECIAL ASSESSMENT FOR OPERATING DEFICITS INCURRED BY THE CENTER DURING 2020. THE INSTITUTE'S SHARE OF THE ASSESSMENT WAS $245,838, WHICH IS INCLUDED IN FACILITY SERVICE EXPENSE IN THE ACCOMPANYING STATEMENTS OF FUNCTIONAL EXPENSES. THERE WERE NO SPECIAL ASSESSMENT DURING 2021. | ExplanationTxt |
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