RUSSELL BERRIE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RUSSELL BERRIE FOUNDATION (EIN 22-2620908)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202013219349101946
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T10:45:54-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113518842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARKS PANETH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1685 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222620908EIN

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 FRANK W BURR BLVD BLD E NO 4AddressLine1Txt
CityTEANECKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07666ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANGELICA BERRIEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2019281880PhoneNum
Signature2020-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAGDALENA M CZERNIAWSKIPreparerPersonNm
PTINP00535099PTIN
Phone2125038800PhoneNum
Preparation2020-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.109.110.37IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-12IPDt
IP Tm19:06:20IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdE99CEA45C307B5E011B655275064C3D25F8033D4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$197,426,949FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$15,910InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15,910InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,106,628DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,106,628DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,064,466NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,106,853GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,064,466CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$918,283OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$918,283OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,105,287TotalRevAndExpnssAmt
Total Net Invst Incm$5,105,287TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$800,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$105,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$695,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,020,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$22,400OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$997,600OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$269,346PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$18,854PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$250,492PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$19,234LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,347LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$17,887LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$85,680AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,998AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$79,682AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,403,871OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$287,793OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,116,077OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$416,181TaxesRevAndExpnssAmt
Taxes Net Invst Incm$61,388TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$97,946TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$9,629DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$674DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$153,517OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$10,746OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$142,771OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$169,238TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,139TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$168,099TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$691,481OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$616,260OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$75,221OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,038,177TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,131,599TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,640,775TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,680,188ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,463,951ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,718,365TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,131,599TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$21,104,726TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$13,613,078ExcessRevenueOverExpensesAmt
Net Investment Income$3,973,688NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,243,763SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$828,939SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$828,939SavAndTempCashInvstEOYFMVAmt
Pledges Rcvbl$12,815,679PledgesRcvblAmt
Pledges Rcvbl BOY$11,373,400PledgesRcvblBOYAmt
Pledges Rcvbl EOY$12,815,679PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$12,815,679PledgesRcvblEOYFMVAmt
Prepaid Expenses BOY$223,416PrepaidExpensesBOYAmt
Prepaid Expenses EOY$278,481PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$278,481PrepaidExpensesEOYFMVAmt
Other Investments BOY$171,207,844OtherInvestmentsBOYAmt
Other Investments EOY$179,774,600OtherInvestmentsEOYAmt
Other Investments EOYFMV$179,774,600OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$169,295LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$163,907LandBldgEquipAccumDeprecAmt
Land BOY$15,017LandBOYAmt
Land EOY$5,388LandEOYAmt
Land EOYFMV$5,388LandEOYFMVAmt
Other Assets BOY$352,064OtherAssetsBOYAmt
Other Assets EOY$3,723,862OtherAssetsEOYAmt
Other Assets EOYFMV$3,723,862OtherAssetsEOYFMVAmt
Total Assets BOY$187,415,504TotalAssetsBOYAmt
Total Assets EOY$197,426,949TotalAssetsEOYAmt
Total Assets EOYFMV$197,426,949TotalAssetsEOYFMVAmt
Accounts Payable BOY$80,584AccountsPayableBOYAmt
Accounts Payable EOY$190,933AccountsPayableEOYAmt
Grants Payable BOY$33,965,017GrantsPayableBOYAmt
Grants Payable EOY$30,181,254GrantsPayableEOYAmt
Other Liabilities BOY$741,856OtherLiabilitiesBOYAmt
Other Liabilities EOY$988,948OtherLiabilitiesEOYAmt
Total Liabilities BOY$34,787,457TotalLiabilitiesBOYAmt
Total Liabilities EOY$31,361,135TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$141,254,647NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$153,250,135NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$11,373,400DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$12,815,679DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$152,628,047TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$166,065,814TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$187,415,504TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$197,426,949TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$152,628,047TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$13,613,078ExcessRevenueOverExpensesAmt
Other Increases$30,776,630OtherIncreasesAmt
Subtotal$169,791,599SubtotalAmt
Other Decreases$3,725,785OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$166,065,814TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
COMMON STOCK (PUBLICLY TRADED)$52,469$45,494$6,975$6,975
COMMON STOCK (PUBLICLY TRADED)$1,772,788$1,196,042$576,746$576,746
JVP VIII, L.P.$96,551$96,551$96,551P
IRVING PLACE CAPITAL INVESTORS$176$176$176P
THE SANDERSON INTERNATIONAL FUND$68,143-$68,143-$68,143P
THE SANDERSON INTERNATIONAL FUND$655,679-$655,679-$655,679P
VPARTNERS III$19,909$19,909$19,909P
VPARTNERS III$343,326$343,326$343,326P
VIOLA PARTNERS FUND$62,239$62,239$62,239P
VIOLA PARTNERS FUND$12,640-$12,640-$12,640P
GAMEFLY$54,511$54,511$54,511P
VIOLA PARTNERS 5$20,288$20,288$20,288P
HOPLITE$405,167$405,167$405,167P
OCH ZIFF$446,148$446,148$446,148P
ONE EAST$15,438$15,438$15,438P
MILLENNIUM$817,843$817,843$817,843P
VIOLA PARTNERS II$64,389-$64,389-$64,389P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,064,466CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$20,285,184AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$204,057,469NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.099409DistributionYr1Rt
Adjusted Qlfy Distri Yr2$17,854,462AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$205,245,882NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.086991DistributionYr2Rt
Adjusted Qlfy Distri Yr3$17,095,849AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$210,475,936NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.081225DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,479,204AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$220,476,878NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.061137DistributionYr4Rt
Adjusted Qlfy Distri Yr5$12,055,470AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$235,933,327NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051097DistributionYr5Rt
Total Distribution0.379859TotalDistributionRt
Average Distribution0.075972AverageDistributionRt
Net Vl Noncharitable Assets$191,161,188NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$14,522,898AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$39,737NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$14,562,635AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$21,104,726QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$39,737InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$39,737SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$39,737TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$172,654EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$172,654TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$132,917OverpaymentAmt
Applied To ES Tax$132,917AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANGELICA BERRIE
C/O THE RUSS BERRIE FD 300 FRANK WBURR BLVD BLDG EASTTEANECKNJ07666PRESIDENT/TRUSTEE20.00$0$0$0
SCOTT BERRIE
C/O THE RUSS BERRIE FD 300 FRANK WBURR BLVD BLDG EASTTEANECKNJ07666VICE PRESIDENT10.00$0$0$0
DAVID ROSENBLATT
C/O THE RUSS BERRIE FD 300 FRANK WBURR BLVD BLDG EASTTEANECKNJ07666SECRETARY5.00$0$0$0
STEPHEN SEIDEN
C/O THE RUSS BERRIE FD 300 FRANK WBURR BLVD BLDG EASTTEANECKNJ07666TREASURER10.00$0$0$0
ILAN KAUFTHAL
C/O THE RUSS BERRIE FD 300 FRANK WBURR BLVD BLDG EASTTEANECKNJ07666TRUSTEE5.00$0$0$0
MYRON ROSNER
C/O THE RUSS BERRIE FD 300 FRANK WBURR BLVD BLDG EASTTEANECKNJ07666TRUSTEE15.00$0$0$0
RUTH SALZMAN
C/O THE RUSS BERRIE FD 300 FRANK WBURR BLVD BLDG EASTTEANECKNJ07666CEO40.00$475,000$0$22,658
ADAM HIRSCH
C/O THE RUSS BERRIE FD 300 FRANK WBURR BLVD BLDG EASTTEANECKNJ07666COO & CFO40.00$325,000$0$27,763

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
IDANA GOLDBERG
C/O RUSS BERRIE FD 300 FRANK W BURRTENANECKNJ07666CPO40.00$252,500$0$39,461
NAOMI SHANK
C/O RUSS BERRIE FD 300 FRANK W BURRTENANECKNJ07666PROGRAM DIRECTOR40.00$233,000$0$43,809
KAARIN VARON
C/O RUSS BERRIE FD 300 FRANK W BURRTENANECKNJ07666PROGRAM OFFICER40.00$119,500$0$37,353
JOANN TORTORICI
C/O RUSS BERRIE FD 300 FRANK W BURRTENANECKNJ07666ACCT. MANAGER40.00$97,250$0$32,136
SUSAN COKE
C/O RUSS BERRIE FD 300 FRANK W BURRTENANECKNJ07666GRANTS ADMINISTRATOR40.00$98,000$0$24,277
FieldValueIRS element (for citing)
Other Employee Paid Over50k3OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
PRIME BUCHHOLZ
PO BOX 16011LEWISTONME04243INVESTMENT CONSULTING$168,973
ARISTOTLE
489 FIFTH AVENUE 10TH FLOORNEW YORKNY10017INVESTMENT MANAGEMENT FEFES$99,099
MARKS PANETH LLP
685 THIRD AVENUENEW YORKNY10017ACCOUNTING SERVICES$85,680
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION GRANTED FUNDS TO RBF PHILANTHROPIC SERVICES LTD., A WHOLLY OWNED SUBSIDIARY. RBF PHILANTHROPIC SERVICES, LTD. PROVIDES CERTAIN SERVICES IN CONNECTION WITH THE FOUNDATION'S GRANTMAKING ACTIVITIES IN ISRAEL.Description1Txt
Expenses1$879,130Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$26,011,456AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,803,962AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$165,256,854FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$194,072,272TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$194,072,272AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,911,084CashDeemedCharitableAmt
Net Vl Noncharitable Assets$191,161,188NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,558,059MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,558,059MinimumInvestmentReturnAmt
Tax Based On Investment Income$39,737TaxBasedOnInvestmentIncomeAmt
Total Tax$39,737TotalTaxAmt
Distributable Before Adj$9,518,322DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,518,322DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,518,322DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$21,104,726ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$21,104,726QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$39,737PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$21,064,989AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,518,322DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$419,805ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,616,918ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,652,578ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,885,390ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,100,403ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$27,675,094TotalExcessDistributionCyovAmt
Qualifying Distributions$21,104,726QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,518,322AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,586,404RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$39,261,498TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$419,805ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$38,841,693ExcessDistriCyovToNextYrAmt
Excess From Year4$2,616,918ExcessFromYear4Amt
Excess From Year3$6,652,578ExcessFromYear3Amt
Excess From Year2$7,885,390ExcessFromYear2Amt
Excess From Year1$10,100,403ExcessFromYear1Amt
Excess From Current Year$11,586,404ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientForeignAddress/AddressLine2Txt
ADLER APHASIA CENTER
60 W HUNTER AVEMAYWOODNJ07607PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
ADVOCATES FOR CHILDREN OF NEW JERSEY
35 HALSEY STNEWARKNJ07102PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
ALEPH SOCIETY INC
25 WEST 45TH STREET SUITE 1405NEW YORKNY10036PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
AMERICA FRIENDS OF BAR ILAN UNIVERSITY
160 EAST 56TH STREETNEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$150,000
AMERICA-ISRAEL CULTURAL FOUNDATION INC
1140 BROADWAY SUITE 304NEW YORKNY10001PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
AMERICAN FRIENDS OF CHASDEI LEV
3512 QUENTIN RD STE 200BROOKLYNNY11234PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
AMERICAN FRIENDS OF ITIM
247 WEST 36TH STREET 5TH FLOORNEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$100,000
AMERICAN FRIENDS OF RAMBAM MEDICAL CENTER
420 LEXINGTON AVENEW YORKNY10170PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
1 BATTERY PARK PLAZANEW YORKNY10004PCTO FURTHER DONEES EXEMPT PURPOSE$75,000
AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE
38383 WILSHIRE BLVD SUITE 400BEVERLY HILLSCA09211PCTO FURTHER DONEES EXEMPT PURPOSE$166,667
AMERICAN FRIENDS OF YAHAD IN UNUM
25 WEST 45TH STREET SUITE 1405NEW YORKNY10036PCTO FURTHER DONEES EXEMPT PURPOSE$180,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 3RD AVENEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$550,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 EAST 42ND STREET SUITE 400NEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
AMERICAN SOCIETY FOR TECHNION
55 E 59TH STREETNEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$1,194,155
AMERICA'S GROW A ROW INC
150 PITTSTOWN RDPITTSTOWNNJ08867PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
ANDREW GOODMAN FOUNDATION
POBOX 394MAHWAHNJ07430PCTO FURTHER DONEES EXEMPT PURPOSE$55,000
ARNOLD P GOLD FOUNDATION
619 E PALISADE AVENUE 1ST FLOORENGLEWOOD CLIFFSNJ07632PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
ARTWORKS THE NAOMI COHAIN FOUNDATION
96 ENGLE STREET STE 120ENGLEWOODNJ07631PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
ASIAN PACIFIC AMERICAN FILM INC
1629 K ST NW SUITE 300WASHINGTONDC20006PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
BERGEN PERFORMING ARTS CENTER INC
30 N VAN BRUNT STENGLEWOODNJ07631PCTO FURTHER DONEES EXEMPT PURPOSE$36,000
BERGEN VOLUNTEER MEDICAL INITIATIVE
75 ESSEX ST 100HACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$97,500
BRANDEIS UNIVERSITY
PO BOX 9110WALTHAMMA02454PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
CAMBRIDGE HEALTH ALLIANCE FOUNDATION INC
SOMERVILLE HOSPITAL 33 TOWER STREETSOMERVILLEMA02143PCTO FURTHER DONEES EXEMPT PURPOSE$50,0005TH FLOOR
CARING FOR HAWAII NEONATES
POBOX 37182HONOLULUHI96837PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
CAUCUS EDUCATIONAL CORPORATION INC
75 MIDLAND AVEMONTCLAIRNJ07042PCTO FURTHER DONEES EXEMPT PURPOSE$202,500
CENTER FOR INTERRELIGIOUS UNDERSTANDING INC
492-C CEDAR LANE PMB 127TEANECKNJ07666PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
CENTER FOR INTERRELIGIOUS UNDERSTANDING INC
463 BARELL AVECARLSTADTNJ07072PCTO FURTHER DONEES EXEMPT PURPOSE$200,000
COLUMBIA UNIVERSITY
116TH STREET AND BROADWAYNEW YORKNY10027PCTO FURTHER DONEES EXEMPT PURPOSE$2,851,999
COMMUNITY FOOD BANK OF NEW JERSEY
31 EVANS TERMINALHILLSIDENJ07205PCTO FURTHER DONEES EXEMPT PURPOSE$70,000
COUNCIL OF NEW JERSEY GRANTMAKERS
111 WEST STATE STREETTRENTONNJ08608PCTO FURTHER DONEES EXEMPT PURPOSE$16,253
CRYSTAL BRIDGES MUSEUM OF AMERICAN ART INC
600 MUSEUM WAYBENTONVILLEAR72712PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
DIABETES RESEARCH INSTITUTE FOUNDATION
200 SOUTH PARK ROAD SUITE 100HOLLYWOODFL33021PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
ELISABETH MORROW SCHOOL
435 LYDECKER STREETENGLEWOODNJ07631PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
ENGLEWOOD HOSPITAL AND MEDICAL CENTER FOUNDATION
350 ENGLE STREETENGLEWOODNJ07631PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
FRIENDS OF IR DAVID
575 LEXINGTON AVE FL 4NEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
FRIENDS OF JCC KRAKOW
74 LAFAYETTE AVE STE 101SUFFERNNY10901PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
FRIENDS OF OFANIM INC
1255 DRUMMERS LANE STE 200WAYNEPA19087PCTO FURTHER DONEES EXEMPT PURPOSE$100,000
FRIENDS OF UNITED HATZALAH
300 E 51ST STREETNEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$2,000
FUGEES FAMILY INC
1933 E DUBLIN GRANVILLE RD 117COLUMBUSOH43229PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
GLYNWOOD CENTER INC
PO BOX 157 362 GLYNWOOD ROADCOLD SPRINGNY10516PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
HACKENSACK UNIVERSITY MEDICAL CENTER
30 PROSPECT AVENUEHACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$47,000
HADASSAH ACADEMIC COLLEGE
PCTO FURTHER DONEES EXEMPT PURPOSE$167,000HANEVIIM 37 HAHAVATSELETE ST 8JERUSALEMJERUSALEMIS
HAND IN HAND AMERICAN FRIENDS OF THE CENTER
POBOX 80102PORTLANDOR09728PCTO FURTHER DONEES EXEMPT PURPOSE$75,000
HOLY NAME MEDICAL CENTER FOUNDATION
718 TEANECK ROADTEANECKNJ07666PCTO FURTHER DONEES EXEMPT PURPOSE$860,000
ICAHN SCHOOL OF MEDICINE
ONE GUSTAVE LEVY PLACENEW YORKNY10029PCTO FURTHER DONEES EXEMPT PURPOSE$96,000
IMPACT CUBED
441 SAXONY ROAD BARN 2ENCINITASCA92024PCTO FURTHER DONEES EXEMPT PURPOSE$55,000
INSTITUTE OF INTERNATIONAL EDUCATION
5 WEST 37TH STREETNEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$882,655
INTERNATIONAL DOMINICAN FOUNDATION
1 GALLERIA BLVDMETAIRIELA70001PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
INTERNATIONAL INSTITUTE OF RURAL RECONSTRUCTION
601 W 26TH STREET 325-1NEW YORKNY10001PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
JCC ON THE PALISADES
411 EAST CLINTON AVENUETENAFLYNJ07670PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
JERUSALEM FOUNDATION
420 LEXINGTON AVE 1645NEW YORKNY10170PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
JEWISH COMMUNITY CENTER OF METROWEST INC
LEON TOBY COOPERMAN BUILDING 760WEST ORANGENJ07052PCTO FURTHER DONEES EXEMPT PURPOSE$119,500NORTHFIELD AVE
JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA
520 EIGHTH AVENUE 4TH FLOORNEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$30,000
JEWISH COMMUNITY PROJECT OF LOWER MANHATTAN
146 DUANE STREETNEW YORKNY10013PCTO FURTHER DONEES EXEMPT PURPOSE$30,000
JEWISH FAMILY & CHILDREN'S SERVICES OF NORTHERN NEW JERSEY
1485 TEANECK ROADTEANECKNJ07666PCTO FURTHER DONEES EXEMPT PURPOSE$111,000
JEWISH FAMILY AND CHILDREN'S SERVICES OF NORTHERN NEW JERSEY
1485 TEANECK ROAD 2TEANECKNJ07666PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
JEWISH FEDERATION OF GREATER METROWEST NJ
901 ROUTE 10 PO BOX 929WHIPPANYNJ07981PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
JEWISH FEDERATION OF GREATER PITTSBURGH
234 MCKEE PLPITTSBURGHPA15213PCTO FURTHER DONEES EXEMPT PURPOSE$23,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVEPARAMUSNJ07652PCTO FURTHER DONEES EXEMPT PURPOSE$2,095,000
JEWISH FEDERATION OF SOUTHERN NJ
1301 SPRINGDALE RD STE 200CHERRY HILLNJ08003PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
JEWISH HOME FOUNDATION OF NORTH JERSEY
10 LINK DRIVEROCKLEIGHNJ07647PCTO FURTHER DONEES EXEMPT PURPOSE$174,000
JEWISH JUMPSTART
2801 OCEAN PARK BLVDSANTA MONICACA90405PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
JEWISH NATIONAL FUND INC
78 RANDALL AVENUEROCKVILLE CENTRENY11570PCTO FURTHER DONEES EXEMPT PURPOSE$18,000
JEWISH SERVICE FOR THE DEVELOPMENTALLY DISABLED OF METROWEST INC
270 PLEASANT VALLEY WAYWEST ORANGENJ07052PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
KBY CONGREGATIONS TOGETHER
POBOX 23170BROOKLYNNY11202PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
MAOZ-SEAL
PCTO FURTHER DONEES EXEMPT PURPOSE$675,0004 HAMELACHA STLODIS7152008
MEET INTERNATIONAL
177 HUNTINGTON AVENUE SUITE 1703BOSTONMA02115PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
MOISHE HOUSE
441 SAXONY ROAD BARN 2ENCINITASCA92024PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
MOVING TRADITIONS
8380 OLD YORK ROAD STE 4300ELKINS PARKPA19027PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
NAOMI BERRIE DIABETES CENTER AT COLUMBIA UNIVERSITY IRVING MEDICAL CENTER
RUSS BERRIE MEDICAL SCIENCENEW YORKNY10032PCTO FURTHER DONEES EXEMPT PURPOSE$40,000PAVILION 1150 ST NICHOLAS AVE
NATIONAL CONFERENCE ON SOVIET JEWRY
1120 20TH ST NW SUITE 300NWASHINGTONDC20036PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
NEW ISRAEL FUND
6 EAST 39TH STREET SUITE 301NEW YORKNY100160112PCTO FURTHER DONEES EXEMPT PURPOSE$206,000
NEW JERSEY HEALTH CARE QUALITY INSTITUTE
3628 US HIGHWAY 1PRINCETONNJ08540PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
NEW JERSEY PERFORMING ARTS CENTER
1 CENTER STREETNEWARKNJ071024501PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
PASCACK VALLEY MEALS ON WHEELS
100 MADISON AVEWESTWOODNJ07675PCTO FURTHER DONEES EXEMPT PURPOSE$1,500
PATRONS OF THE ARTS IN THE VATICAN MUSEUMS NORTH AMERICAN SERVICES
835 NORTH RUSH STREETCHICAGOIL60611PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVENUE SUITE 1501NEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$426,000
POLYPHONY EDUCATION LTD
631 THIRD AVENUE SUITE 1501NEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
PRIMARY CARE DEVELOPMENT CORPORATION
45 BROADWAY STE 530NEW YORKNY10006PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
PRINCETON UNIVERSITY
701 CARNEGIE CTRPRINCETONNJ08540PCTO FURTHER DONEES EXEMPT PURPOSE$110,000
RAMAPO COLLEGE FOUNDATION
505 RAMAPO VALLEY ROADMAHWAHNJ07430PCTO FURTHER DONEES EXEMPT PURPOSE$547,322
REUT USA
8383 WILSHIRE BLVD SUITE 400BEVERLY HILLSCA90211PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
RISING TIDE CAPITAL INC
384 MARTIN LUTHER KING DRIVEJERSEY CITYNJ07305PCTO FURTHER DONEES EXEMPT PURPOSE$75,000
ROSIE'S THEATER KIDS INC
445 WEST 45TH STREETNEW YORKNY10036PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
ROTHSCHILD CESAREA FOUNDATION
PCTO FURTHER DONEES EXEMPT PURPOSE$125,0007 HAESHEL STREET SOUTHERN INDUSTRIACAESAREAIS30795PARK
SCHOOL OF THE FUTURE PARENTS ASSOCIATION
127 EAST 22ND STREETNEW YORKNY10010PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
SEFARIA INC
195 MONTAGUE ST 14TH FLOORBROOKLYNNY11201PCTO FURTHER DONEES EXEMPT PURPOSE$90,000
SERVICES FOR CHILDREN WITH HIDDEN INTELLIGENCE (SCHI)
1771 MADISON AVENUE SUITE 8LAKEWOODNJ08701PCTO FURTHER DONEES EXEMPT PURPOSE$35,000
SHALOM HARTMAN INSTITUTE
NCTO FURTHER DONEES EXEMPT PURPOSE$1,500,00011 GEDALYAHU ALON STREETJERUSALEMIS
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115PCTO FURTHER DONEES EXEMPT PURPOSE$500,000
SHEBA FUND FOR HEALTH SERVICES
575 MADISON AVENUE 10TH FLOORNEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$200,000
SISTERHOOD OF SALAAM SHALOM
PO BOX 7117NORTH BRUNSWICKNJ08902PCTO FURTHER DONEES EXEMPT PURPOSE$35,000
STANFORD UNIVERSITY
326 GALVEZ STSTANFORDCA94305PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
START UP NATION CENTRAL
PCTO FURTHER DONEES EXEMPT PURPOSE$710,00028 LILIENBLUM STREETTEL AVIVTEL AVIVIS
STONE BARNS CENTER FOR FOOD AND AGRICULTURE
630 BEDFORD ROADPOCANTICO HILLSNY10591PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
SUMMER SEARCH
101 HOWARD STREETS SUITE 250SAN FRANCISCOCA94105PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
SYLVIA CENTER INC
PO BOX 931NEW YORKNY10014PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING
55 BROAD STREET 17TH FLOORNEW YORKNY10004PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
TEL HAI COLLEGE
PCTO FURTHER DONEES EXEMPT PURPOSE$125,000UPPER GALILEE 1220800 KIRYAT SHMONAHAZAFONIS
THE CHILD CENTER OF NY INC
118-35 QUEENS BOULEVARD 6TH FLOORFOREST HILLSNY11375PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
TURN THE PAGE NNJ INC
179 CAHIL CROSS RD STE 204WEST MILFORDNJ07480PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
VILLAGE COMMUNITY SCHOOL
272-278 WEST 10TH STREETNEW YORKNY10014PCTO FURTHER DONEES EXEMPT PURPOSE$30,000
VOLUNTEER CENTER OF BERGEN COUNTY
764 PASSAIC STHACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$40,000
WILLIAM PATERSON UNIVERSITY OF NEW JERSEY FOUNDATION
ATRIUM 300 POMPTON ROADWAYNENJ07470PCTO FURTHER DONEES EXEMPT PURPOSE$87,900
YOUNG JUDAEA GLOBAL INC
575 EIGHTH AVENUE 11TH FLOORNEW YORKNY100183549PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
YOUNG JUDAEA GLOBAL INC
575 EIGHTH AVENUE 11TH FLOORNEW YORKNY100183549PCTO FURTHER DONEES EXEMPT PURPOSE$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,463,951TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ADIRONDACK CAMP
302 WARRICK RDPUTNAM STATIONNY12861PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
ALPHA EPSILON PI FDTN
8815 WESLEYAN ROADINDIANAPOLISIN46268PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
AMERICA-ISRAEL CULTURAL FOUNDATION
1140 BROADWAY 304NEW YORKNY10001PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
AMERICAN FRIENDS ISRAEL SPORT
ONE NORTHFIELD PLAZA SUITE 300NORTHFIELDIN60093PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
AMERICAN FRIENDS OF BAR ILAN UNIVERSITY
160 EAST 56TH STREET 5TH FLOORNEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$150,000
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
1 BATTERY PARK PLAZANEW YORKNY10004PCTO FURTHER DONEES EXEMPT PURPOSE$75,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 3RD AVENEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$111,000
AMERICAN SOCIETY FOR TECHNION
55 E 59TH STREETNEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$1,010,000
ANTI DEFAMATION LEAGUE
605 3RD AVENUENEW YORKNY10158PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
BERGEN FAMILY CENTER
10 BANTA PL STE 2HACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
BERGEN PERFORMING ARTS CENTER INC
30 N VAN BRUNT STENGLEWOODNJ07631PCTO FURTHER DONEES EXEMPT PURPOSE$30,000
CITMEALS ON WHEELS
355 LEXINGTON AVE 3NEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$40,000
CITY OF GARFIELD
111 OUTWATER LANEGARFIELDNJ07026NCTO FURTHER DONEES EXEMPT PURPOSE$20,000
COJECO
729 SEVENTH AVE 9TH FLOORNEW YORKNY10019PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
COLUMBIA UNIVERSITY
116TH STREET AND BROADWAYNEW YORKNY10027PCTO FURTHER DONEES EXEMPT PURPOSE$1,175,000
COLUMBIA UNIVERSITY IRVING MEDICAL
622 W 168TH STREETNEW YORKNY10032PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
COUNTY OF BERGEN DEPARTMENT OF HUMAN SERVICES
ONE BERGEN COUNTY PLAZA 2ND FLOORHACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
EMORY UNIVERSITY
201 DOWMAN DRIVEATLANTAGA30322PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
ENGLEWEED HEALTH DEPARTMENT
73 S VAN BRUNT STENGLEWOODNJ07631PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
FEDERATION CIA
1112 16TH STREET NW SUITE 400WASHINGTONDC20036PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
FRIENDS OF BEZALEL ACADEMY ARTS AND DESIGN INC
370 LEXINGTON AVENUE SUITE 1612NEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
FRIENDS OF JCC KRAKOW
74 LAFAYETTE AVE 101SUFFERNNY10901PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
INSTITUTE OF INTERNATIONAL EDUCATION
5 WEST 37TH STREETNEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$3,100,000
ITREK
1460 BROADWAYNEW YORKNY10036PCTO FURTHER DONEES EXEMPT PURPOSE$60,000
JESPY HOUSE
102 PROSPECT STSOUTH ORANGENJ07079PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
JEWISH COMMUNITY METROWEST
901 ROUTE 10 PO BOX 929WHIPPANYNJ07981PCTO FURTHER DONEES EXEMPT PURPOSE$24,500
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRPARAMUSNJ07652PCTO FURTHER DONEES EXEMPT PURPOSE$805,000
JEWISH FUNDERS NETWORK
150 W 30TH STREETNEW YORKNY10001PCTO FURTHER DONEES EXEMPT PURPOSE$40,000
JEWISH NATIONAL FUND
42 E 69TH STREETNEW YORKNY10021PCTO FURTHER DONEES EXEMPT PURPOSE$7,000
JEWISH SERVICE METROWEST
7 GLENWOOD AVEEAST ORANGENJ97917PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
MAOZ-SEAL
PCTO FURTHER DONEES EXEMPT PURPOSE$375,0004 HAMELACHA STLODIS7152008
MOVING TRADITIONS
8380 OLD YORK ROAD STE 4300ELKINS PARKPA19027PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
NATIONAL CONFERENCE ON SOVIET
1120 20TH STREET NW SUITE 300NWASHINGTONDC20036PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
NATIONAL LIBRARY OF ISRAEL
25 WEST 45TH STREET SUITE 1405NEW YORKNY10036PCTO FURTHER DONEES EXEMPT PURPOSE$150,000
NBDC
6708 PINE STREETOMAHANE68182PCTO FURTHER DONEES EXEMPT PURPOSE$60,000
NEW ISRAEL FUND
2100 M STREET NWWASHINGTONDC20037PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
PEF ISRAEL
629 THIRD AVENUE SUITE 1501NEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$200,000
POLYPHONY EDUCATION LTD
632 THIRD AVENUE SUITE 1501NEW YORKNY10019PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
PRINCETON UNIVERSITY
701 CARNEGIE CTRPRINCETONNJ08540PCTO FURTHER DONEES EXEMPT PURPOSE$75,000
RAMAPO COLLEGE FOUNDATION
505 RAMAPO VALLEY ROADMAHWAHNJ07430PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
SANDRA & ARNOLD GOLD HUMANISM
619 E PALISADE AVENUEENGLEWOOD CLIFFSNJ07632PCTO FURTHER DONEES EXEMPT PURPOSE$30,000
SEFARIA INC
196 MONTAGUE ST 14TH FLOORBROOKLYNNY11202PCTO FURTHER DONEES EXEMPT PURPOSE$110,000
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115PCTO FURTHER DONEES EXEMPT PURPOSE$200,000
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA94305PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
SUSTAINABLE JERSEY
PO BOX 7718EWINGNJ08628PCTO FURTHER DONEES EXEMPT PURPOSE$60,000
TEL HAI COLLEGE
PCTO FURTHER DONEES EXEMPT PURPOSE$125,000UPPER GALILEE 1220800 KIRYAT SHMONAHAZAFONIS
THE JEWISH AGENCY FOR ISRAEL
633 3RD AVE 21ST FLOORNEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$8,602,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,910ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,106,628ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$370UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$917,913ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,064,466ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$370UnrelatedBusinessTaxblIncmAmt
Exclusion$5,104,917ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,105,287TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMARKS PANETH LLPCategoryTxt
Amt$85,680Amt
Net Investment Income$5,998NetInvestmentIncomeAmt
Disbursements Charitable Prps$79,682DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxtExpended By GranteeExpendedByGranteeAmtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
MIGAL
PO BOX 831KIRYAT SHMONAIS2019-01-02$355,000TO ESTABLISH A RESEARCHER/ENTREPRENEUR (R/E) PROGRAM TO PROMOTE REGIONAL DEVELOPMENT IN THE NORTHERN PERIPHERY OF ISRAEL, IN THE GALILEE REGION, THROUGH THE DEVELOPMENT OF NEW BIOTECHNOLOGY INITIATIVES AND TO ENCOURAGE TECHNOLOGICAL ENTREPRENEURSHIP IN THE FIELDS OF MEDICINE, ENVIRONMENT, AGRICULTURE AND NUTRITION. THESE FIELDS WILL ALLOW DEVELOPMENT OF THE ECONOMY OF THE GALILEE, CREATING JOBS THROUGH THE COMMERCIALIZATION OF INTELLECTUAL PROPERTY GENERATED BY THE PROGRAM INCLUDING EARNINGS TO INVEST IN FUTURE RESEARCH AND DEVELOPING TECHNOLOGIES AND PRODUCTS THAT HAVE A POSITIVE IMPACT ON THE QUALITY OF LIFE FOR THE RESIDENTS OF THE GALILEE. THE PROGRAM WILL PROVIDE THE ACADEMIC AND LABORATORY INFRASTRUCTURE OF A UNIVERSITY, WITH THE BUSINESS SUPPORT SERVICES OF A TECHNOLOGICAL INCUBATOR.01/02/19, 03/01/19, 03/21/19, 07/14/19, 08/28/19.2019-08-29TO THE FOUNDATION'S KNOWLEDGE, GRANTEE HAS NOT DIVERTED ANY OF THE GRANT FUNDS FORM THE PURPOSE OF THE GRANT. THE FOUNDATION HAS NOT CONDUCTED ANY INDEPENDENT VERIFICATION OF THE GRANT REPORTS RECEIVED AS IT HAS NO REASON TO DOUBT THEIR ACCURANCY OR RELIABILITY.
SHALOM HARTMAN INSTITUTE
11 GEDALYAHU ALON STREETJERUSALEMIS2019-01-15$1,500,000THE BE'ERI PROGRAM, WHICH PIONEERS A NEW MODEL FOR SECULAR JEWISH PLURALISM, WORKS WITH SELECT SCHOOLS IN ISRAEL TO EMPOWER EDUCATORS, STUDENTS, AND PARENTS TO SERVE AS CHANGE AGENTS ACTIVE IN TRANSFORMING JEWISH STUDIES FROM A MARGINAL DISCIPLINE INTO A CORNERSTONE OF SECULAR ISRAELI EDUCATION.01/15/19, 02/18/19, 03/12/19, 03/28/19, 06/06/19, 07/16/19, 09/26/19.2019-09-26$1,500,000
CENTER FOR INTERRELIGIOUS UNDERSTANDING
2019-05-15$200,000GENERAL OPERATING SUPPORT FOR THE MISSION OF THE CIU: TO EXPLORE THE THEOLOGICAL FOUNDATIONS AND COMMON GOALS OF THE WORLD'S RELIGIONS, TO PREVENT RELIGIOUS STEREOTYPES AND INTOLERANCE, AND TO FOSTER GENUINE UNDERSTANDING.05/15/19, 05/16/19, 10/01/19, 10/31/19.2019-10-31$200,000463 BARELL AVECARLSTADTNJ07072

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (34 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMOON 2 FUND, L. P.FMV$1,469,178$1,469,178
ARISTOTLE BOSTON SMALL CAP EQUITY ACCOUNTFMV$11,577,823$11,577,823
AXIOM INTERNATIONALFMV$10,811,603$10,811,603
BRAHMAN PARTNERS IIFMV$8,406,510$8,406,510
CANYON VALUE REALIZATION FUNDFMV$12,494,783$12,494,783
CORVEX OFFSHORE II LTDFMV$8,684,695$8,684,695
EATON VANCEFMV$5,643,521$5,643,521
EDMUNDS HOLDING COMPANYFMV$198,154$198,154
GOLDMAN SACHS VINTAGE FUND IIFMV$4,806$4,806
GOVERNORS LANEFMV$7,467,225$7,467,225
GSO CAPITAL SOLUTIONS OVERSEASFMV$328,180$328,180
HAWKEYE CAPITAL OFFSHOREFMV$5,941,145$5,941,145
IRVING PLACE CAPITALFMV$16,440$16,440
JVP MEDIA VFMV$955,096$955,096
JVP VII L.P.FMV$3,638,956$3,638,956
JVP VII OPPORTUNITY LPFMV$1,539,446$1,539,446
JVP VIII, L. P.FMV$870,031$870,031
LAKEWOOD CAPITAL OFFSHORE FUND, LTDFMV$7,060,026$7,060,026
MILLENIUMFMV$5,023,571$5,023,571
OCH-ZIFF OVERSEAS FUND IIFMV$114,687$114,687
ONE EAST PARTNERSFMV$300,224$300,224
RIVULET CAPITALFMV$7,060,555$7,060,555
SANDERSON INTERNATIONAL VALUE FUNDFMV$12,394,806$12,394,806
SHANNON RIVER PARTNERSFMV$4,711,579$4,711,579
SHELTER VENTURE FUNDFMV$139,292$139,292
TPG - AXON PARTNERSFMV$145,607$145,607
VANGUARDFMV$42,746,569$42,746,569
VARDE INVESTMENT PARTNERSFMV$12,983,809$12,983,809
VIOLA PARTNERS FUND 4FMV$2,662,251$2,662,251
VPARTNERS IIIFMV$2,436,410$2,436,410
BRIDGES ISRAELFMV$555,000$555,000
ENTREE CAPITALFMV$492,959$492,959
VIOLA PARTNERS FUND 5FMV$611,297$611,297
PITANGO HEALTHTECH FUND IFMV$288,366$288,366

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (3 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LAURA SOLOMON, ESQ.$15,984$1,119$14,865
WILENTZ, GOLDMAN & SPITZER$3,110$218$2,892
CARTER LEDYARD$140$10$130

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescREDEMPTIONS REC.Desc
BOY Book Value$352,064BOYBookValueAmt
EOY Book Value$3,723,862EOYBookValueAmt
EOYFMV$3,723,862EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescRECONCILIATION FROM FINANCIALS TO FORM K-1S FOR PARTNERSHIPSDesc
Amt$3,725,785Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$38,089$2,666$35,423
MISCELLANEOUS$11,951$837$11,114
OFFICE EXPENSE$15,734$1,101$14,633
TELEPHONE$15,109$1,058$14,051
OTHER PARTNERSHIP INVESTMENT EXPENSES$610,598$610,598$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER PARTNERSHIP INVESTMENT INCOME$917,913$917,913$917,913
OTHER PARTNERSHIP INVESTMENT INCOME$370$370$370

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
CHANGE IN VALUE OF CHARITABLE LEAD UNITRUST$2,346,463
UNREALIZED GAIN ON INVESTMENTS$28,411,411
NON-DIVIDEND DISTRIBUTION$18,756

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEF. TAX LIABILITYDesc
BOY Book Value$741,856BOYBookValueAmt
EOY Book Value$988,948EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY AND CUSTODY FEES$276,869$276,869$0
PHILANTHROPIC CONSULTING & PROGRAM EVALUATION$1,109,527$9,701$1,099,825
KISHURIM EXECUTIVE RECRUITMENT$8,775$614$8,161
WIZMAN YAAR INVESTIGATIONS$8,700$609$8,091

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$105,318$7,372$97,946
FOREIGN TAXES PAID$54,016$54,016$0
PROVISION FOR FEDERAL TAXES$256,847$0$0

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