THE TIKVAH FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE TIKVAH FUND (EIN 13-3676152)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349104583
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:56:08-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133676152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TIKVAH FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIKV | BusinessNameControlTxt |
| Phone | 2127961672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 EAST 56TH STREET NO 4TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER HERTOG | PersonNm |
| Person Title | CHAIRMAN/MEMBER | PersonTitleTxt |
| Phone | 2127961672 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J REILLY | PreparerPersonNm |
| PTIN | P00183769 | PTIN |
| Phone | 2126617777 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.44.199.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 10:57:31 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 22603B5F3D0F044F5E1D98A58B2AA5892463CC73 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $113,452,257 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,792,662 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $989 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $989 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $989 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,159,744 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,159,744 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,159,744 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $185,734 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,552,118 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $185,734 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,590 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $264,098 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $264,098 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $264,098 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $407,179 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,292 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $407,179 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,810,406 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,373,759 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,838,600 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,168,717 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,168,717 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,105,192 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,023,341 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $44,615 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $44,615 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $7,750 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $23,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $265,647 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $265,647 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $207,316 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $686,076 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $686,076 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $161,242 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $161,242 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $16,335 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $16,335 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,027,037 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $706,565 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,385,944 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,806,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,750 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $714,315 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,835,167 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,398,353 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,398,353 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,204,530 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,750 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $714,315 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,233,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,394,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,366,009 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,124,285 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,844,837 | CashBOYAmt |
| Cash EOY | $2,242,999 | CashEOYAmt |
| Cash EOYFMV | $2,242,999 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,860,101 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $328,779 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $328,779 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $670,064 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $689,030 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $670,064 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $670,064 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $264,509 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $225,703 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $225,703 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $113,856,532 | CorporateStockBOYAmt |
| Corporate Stock EOY | $108,381,284 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $108,381,284 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,138,405 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,534,977 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,634,093 | LandBOYAmt |
| Land EOY | $1,603,428 | LandEOYAmt |
| Land EOYFMV | $1,603,428 | LandEOYFMVAmt |
| Total Assets BOY | $121,149,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,452,257 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $113,452,257 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $502,663 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $519,042 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $502,663 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $519,042 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $120,646,439 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $112,933,215 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $120,646,439 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $112,933,215 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $121,149,102 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $113,452,257 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $120,646,439 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,394,124 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,697,974 | OtherIncreasesAmt |
| Subtotal | $112,950,289 | SubtotalAmt |
| Other Decreases | $17,074 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $112,933,215 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $11,552,118 | GrossSalesPriceAmt |
| Cost Or Other Basis | $185,734 | CostOrOtherBasisAmt |
| Gain Or Loss | $185,734 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $185,734 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $185,734 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,590 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,227,045 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $122,196,983 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.124611 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,656,244 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $132,815,094 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.095292 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,957,809 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $131,699,730 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.098389 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,876,490 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $149,624,522 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086059 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,801,885 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $157,310,734 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087736 | DistributionYr5Rt |
| Total Distribution | 0.492087 | TotalDistributionRt |
| Average Distribution | 0.098417 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $112,637,212 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,085,416 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33,660 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,119,076 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,410,171 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $33,660 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,660 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,660 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,550 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,550 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,890 | OverpaymentAmt |
| Applied To ES Tax | $1,890 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | TIKVAHFUND.ORG | WebsiteAddressTxt |
| Individual With Books | THE TIKVAH FUND | IndividualWithBooksNm |
| Phone | 2127961672 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 EAST 56TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | IS | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROGER HERTOG | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | CHAIRMAN/MEMBER | 3.00 | $0 | $0 | $0 |
| WILLIAM KRISTOL | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $15,000 | $0 | $0 |
| ARTHUR FRIED | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | MEMBER | 3.00 | $0 | $0 | $0 |
| JAY LEFKOWITZ | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $15,000 | $0 | $0 |
| ELLIOTT ABRAMS | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $15,000 | $0 | $0 |
| MEM BERNSTEIN | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | MEMBER | 3.00 | $0 | $0 | $0 |
| MOSHE KOPPEL | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $15,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| ERIC S COHEN | |||||||||
| C/O THE FUND 165 EAST 56TH ST 4TH | FL | NEW YORK | NY | 10022 | EXECUTIVE DIRECTOR | 0.01 | $410,000 | $6,049 | $0 |
| MARK E GOTTLIEB | |||||||||
| C/O THE FUND 165 EAST 56TH ST 4TH | FL | NEW YORK | NY | 10022 | SENIOR DIRECTOR | 0.01 | $354,464 | $6,049 | $0 |
| ANDREW S SAVAGE | |||||||||
| C/O THE FUND 165 EAST 56TH ST 4TH | FL | NEW YORK | NY | 10022 | MANAGING DIRECTOR | 0.01 | $350,000 | $5,471 | $0 |
| NEAL KOZODOY | |||||||||
| C/O THE FUND 165 EAST 56TH ST 4TH | FL | NEW YORK | NY | 10022 | EDITOR OF MOSAIC | 0.01 | $300,000 | $4,052 | $0 |
| ABRAHAM P SOCHER | |||||||||
| C/O THE FUND 165 EAST 56TH ST 4TH | FL | NEW YORK | NY | 10022 | EDITOR OF JRB | 0.01 | $200,000 | $3,627 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 26 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RUTH WISSE | |||||
| 177 EAST 75TH STREET | NEW YORK | NY | 10021 | PROGRAM CONSULTANT | $140,000 |
| MEIR | |||||
| 127 WEST 88TH STREET | NEW YORK | NY | 10024 | TEACHING, VIDEOS, PODCASTS & WRITING | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PUBLISHING AND EDUCATION PROGRAMS AIMED AT FOSTERING AND ENHANCING JEWISH CULTURE, RELIGION, HISTORY, ECONOMICS, LAW, SOCIAL POLICY, OTHER PUBLISHING PROJECTS AND RELATED | Description1Txt |
| Expenses1 | $6,498,816 | Expenses1Amt |
| Description2 | EDUCATIONAL ACTIVITIES. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $111,597,631 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,754,817 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $52 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $114,352,500 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $114,352,500 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,715,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $112,637,212 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,631,861 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,233,520 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $176,651 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $16,410,171 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $33,660 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,376,511 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2019-05-29 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,124,285 | CurrentYearAmt |
| Year1 | $2,747,268 | Year1Amt |
| Year2 | $2,644,028 | Year2Amt |
| Year3 | $2,090,894 | Year3Amt |
| Total | $10,606,475 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,655,642 | CurrentYearAmt |
| Year1 | $2,335,178 | Year1Amt |
| Year2 | $2,247,424 | Year2Amt |
| Year3 | $1,777,260 | Year3Amt |
| Total | $9,015,504 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $16,410,171 | CurrentYearAmt |
| Year1 | $15,258,994 | Year1Amt |
| Year2 | $12,656,244 | Year2Amt |
| Year3 | $13,099,270 | Year3Amt |
| Total | $57,424,679 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,398,353 | CurrentYearAmt |
| Year1 | $3,757,332 | Year1Amt |
| Year2 | $3,917,527 | Year2Amt |
| Year3 | $4,557,709 | Year3Amt |
| Total | $15,630,921 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,011,818 | CurrentYearAmt |
| Year1 | $11,501,662 | Year1Amt |
| Year2 | $8,738,717 | Year2Amt |
| Year3 | $8,541,561 | Year3Amt |
| Total | $41,793,758 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,754,574 | CurrentYearAmt |
| Year1 | $4,073,233 | Year1Amt |
| Year2 | $4,427,170 | Year2Amt |
| Year3 | $4,389,991 | Year3Amt |
| Total | $16,644,968 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MEM BERNSTEIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF JSC INC | ||||||||||||
| PO BOX 235 | TEANECK | NJ | 07666 | NONE | PC | SPECIFIC PROGRAM | $50,000 | |||||
| ANNIKA HERNROTH-ROTHSTEIN | ||||||||||||
| NONE | NC | SPECIFIC PROGRAM | $2,000 | FLEMINGGATAN 14 | NORRKOPING | SW | 60242 | |||||
| DANIEL GUTKIND | ||||||||||||
| 6117 S UNIVERSITY AVE | CHICAGO | IL | 60637 | NONE | PC | SPECIFIC PROGRAM | $4,200 | |||||
| MITCHELL ROCKLIN | ||||||||||||
| 92 WALRAVEN DRIVE APT 2B | TEANECK | NJ | 07666 | NONE | PC | SPECIFIC PROGRAM | $1,082 | |||||
| TZOHAR | ||||||||||||
| NONE | NC | GENERAL SUPPORT | $50,000 | 9 HAMELACHA STREET | LOD | IS | 7152015 | |||||
| EL HAPRAT | ||||||||||||
| NONE | NC | SPECIFIC PROGRAM | $66,668 | KFAR ADUMIM | DOAR NA MIZRACH BINYAMIN | IS | 90618 | |||||
| SHALEM COLLEGE | ||||||||||||
| NONE | PC | GENERAL SUPPORT | $3,200,000 | 3 HAASKAN STREET | IS | 9378010 | JERUSALEM | |||||
| HIECHAL HATORAH | ||||||||||||
| 70 STERLING PL | TEANECK | NJ | 07666 | NONE | PC | SPECIFIC PROGRAM | $14,403 | |||||
| LEON KASS | ||||||||||||
| 4514 CONN AVE NW | WASHINGTON | DC | 20008 | NONE | PC | SPECIFIC PROGRAM | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,398,353 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LEON KASS | |||||||
| 4514 CONN AVE NW | WASHINGTON | DC | 20008 | NONE | PC | SPECIFIC PROGRAM | $5,000 |
| BNOT CHAYIL SCHOOL | |||||||
| 345 HEWES STREET | BROOKLYN | NY | 11211 | NONE | PC | SPECIFIC PROGRAM | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $23,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $989 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,159,744 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $185,734 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $264,098 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|---|
| PROGRAM SERVICE REVENUE | $351,706 | ||||
| INTEREST INCOME ON MORTGAGE | 14 | $24,139 | |||
| MISCELLANEOUS INCOME | $3,153 | ||||
| ADVERTISING INCOME | 511120 | $28,181 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $28,181 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,370,606 | ExclusionAmt |
| Related Or Exempt Function Incm | $618,957 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,017,744 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | OTHER INCOME IS DERIVED FROM, INCLUDING, BUT NOT LIMITED TO, PUBLISHING AND RELATED EDUCATIONAL ACTIVITIES AIMED AT FOSTERING AND ENHANCING JEWISH CULTURE, RELIGION, POLITICAL THOUGHT, HISTORY, ECONOMICS, LAW, AND SOCIAL POLICY. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (56 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ABRAHAM & ESTHER HERSH FOUNDATION | ||||||
| 1 | 551 FIFTH AVE SUITE 2500 | NEW YORK | NY | 10176 | $25,000 | Yes (X) |
| AHRON & TOBY HERSH | ||||||
| 2 | 551 FIFTH AVE SUITE 2500 | NEW YORK | NY | 10176 | $25,000 | Yes (X) |
| AKIVA DICKSTEIN | ||||||
| 3 | 9 VISTA TERRACE | LIVINGSTON | NJ | 07039 | $5,000 | Yes (X) |
| ALEX TSIGUTKIN | ||||||
| 4 | 160 EAST 65TH STREET APT 228C | NEW YORK | NY | 10065 | $10,000 | Yes (X) |
| ALLEN & SUSAN REITER | ||||||
| 5 | 15214 NE 8TH ST G16 | BELLEVEUE | WA | 98007 | $20,000 | Yes (X) |
| ARNOLD J MARS | ||||||
| 6 | 275 W 96TH STREET APT 33A | NEW YORK | NY | 10025 | $10,000 | Yes (X) |
| ASNESS FAMILY FOUNDATION | ||||||
| 7 | 750 THIRD AVE 11TH FL | NEW YORK | NY | 10017 | $5,000 | Yes (X) |
| BARON PUBLIC AFFAIRS LLC | ||||||
| 8 | 129 CRANDON DRIVE | ST LOUIS | MO | 63105 | $10,000 | Yes (X) |
| BLAVATNIK FAMILY FOUNDATION | ||||||
| 9 | 633 BROADWAY 4TH FLOOR | NEW YORK | NY | 10019 | $5,000 | Yes (X) |
| BRIAN & BETTINA DECKER | ||||||
| 10 | 60 EAST END AVE 32C | NEW YORK | NY | 10028 | $5,000 | Yes (X) |
| BRUCE & SUZIE KOVNER | ||||||
| 11 | 731 ALEXANDER ROAD BLDG 2 SUITE 500 | PRINCETON | NJ | 08540 | $5,000 | Yes (X) |
| DANIEL LOEB | ||||||
| 12 | 390 PARK AVE 18TH FL | NEW YORK | NY | 10022 | $5,000 | Yes (X) |
| DANIEL SHUCHMAN | ||||||
| 13 | 131 E 69TH S APT 2A | NEW YORK | NY | 10021 | $5,000 | Yes (X) |
| DAVID & JUDITH (MESSINA) FLEISCHER | ||||||
| 14 | 277 WEST END AVE | NEW YORK | NY | 10023 | $25,000 | Yes (X) |
| DAVID STEINMAN | ||||||
| 15 | 1185 PARK AVE APT 4H | NEW YORK | NY | 10128 | $5,000 | Yes (X) |
| E E GEDULD | ||||||
| 16 | 20 WEST 55TH STREET 10TH FL | NEW YORK | NY | 10019 | $5,000 | Yes (X) |
| ELIZABETH & DAVID GRZEBINSKI FUND | ||||||
| 17 | 5603 SOUTH BRAESWOOD BLVD | HOUSTON | TX | 77096 | $20,000 | Yes (X) |
| EZRA & LAUREN KEST | ||||||
| 18 | 710 N MAPLE DR | BEVERLY HILLS | CA | 90210 | $10,000 | Yes (X) |
| GEMUNDER FAMILY FOUNDATION | ||||||
| 19 | 17633 GUNN HWY SUITE 118 | ODESSA | FL | 33556 | $25,000 | Yes (X) |
| GEORGE & PAMELA ROHR | ||||||
| 20 | 452 FIFTH AVENUE 24TH FLOOR | NEW YORK | NY | 10018 | $5,000 | Yes (X) |
| GEORGE KLEIN | ||||||
| 21 | 535 MADISON AVENUE | NEW YORK | NY | 10022 | $5,000 | Yes (X) |
| HARRY BALLAN | ||||||
| 22 | 4622 GROSVENOR AVE | THE BRONX | NY | 10471 | $10,000 | Yes (X) |
| IRA LEON RENNERT | ||||||
| 23 | ONE ROCKEFELLER PLAZA 29TH FLOOR | NEW YORK | NY | 10020 | $5,000 | Yes (X) |
| IRVING I STONE FOUNDATION | ||||||
| 24 | ONE AMERICAN ROAD | CLEVELAND | OH | 44144 | $10,000 | Yes (X) |
| JANET W DOERFLINGER | ||||||
| 25 | 62 ESSEX ROAD | SUMMIT | NJ | 07901 | $5,000 | Yes (X) |
| JMT CHARITABLE FOUNDATION (TALPINS) | ||||||
| 26 | 1060 BAYHEAD DRIVE | MAMARONECK | NY | 10543 | $100,000 | Yes (X) |
| KIM PIMLEY | ||||||
| 27 | 117 LIBRARY PL | PRINCETON | NJ | 08540 | $10,000 | Yes (X) |
| KURT SCHWARTZ | ||||||
| 28 | 52 HUBBARD STREET | CONCORD | MA | 01742 | $5,000 | Yes (X) |
| LAWRENCE D HABER | ||||||
| 29 | 62 CHESTER STREET | STAMFORD | CT | 06905 | $5,000 | Yes (X) |
| LAWRENCE E HYATT | ||||||
| 30 | 253 KESWICK GROVE LANE | FRANKLIN | TN | 37067 | $5,000 | Yes (X) |
| LEONARD A LAUDER | ||||||
| 31 | 767 5TH AVE FL 40 | NEW YORK | NY | 10153 | $10,000 | Yes (X) |
| LINDA STERLING LIVING TR | ||||||
| 32 | 145 WEST 67TH STREET APT 31D | NEW YORK | NY | 10023 | $5,000 | Yes (X) |
| LISA AND MICHAEL LEFFELL FOUNDATION | ||||||
| 33 | 600 MADISON AVENUE 20TH FL | NEW YORK | NY | 10022 | $5,000 | Yes (X) |
| LIZ LANGE | ||||||
| 34 | 791 PARK AVE | NEW YORK | NY | 10021 | $25,797 | Yes (X) |
| MAIMONIDES FUND | ||||||
| 35 | 1350 BROADWAY SUITE 2101 | NEW YORK | NY | 10018 | $1,238,295 | Yes (X) |
| MARK GERSON | ||||||
| 36 | 225 WEST 86TH STREET APT 1112 | NEW YORK | NY | 10024 | $5,000 | Yes (X) |
| MARTIN J GROSS | ||||||
| 37 | 1 SANDALWOOD DR | LIVINGSTON | NJ | 07039 | $5,000 | Yes (X) |
| MARTIN SANDERS | ||||||
| 38 | 1697 BROADWAY SUITE 903 | NEW YORK | NY | 10019 | $10,000 | Yes (X) |
| MAX & ELISABETH GITTER | ||||||
| 39 | 90 RIVERSIDE DRIVE | NEW YORK | NY | 100245306 | $5,000 | Yes (X) |
| MICHAEL H STEINHARDT | ||||||
| 40 | 712 FIFTH AVENUE 34TH FL | NEW YORK | NY | 10019 | $5,000 | Yes (X) |
| MZ FOUNDATION | ||||||
| 41 | 1388 SUTTER ST 915 | SAN FRANCISCO | CA | 94109 | $5,000 | Yes (X) |
| NORDAHL L BRUE & SUZANNE BRUE | ||||||
| 42 | 8903 OAKLAND HILLS DR | DELRAY BEACH | FL | 334469551 | $7,000 | Yes (X) |
| NORMAN BENZAQUEN | ||||||
| 43 | 15 EAST 69TH STREET APT 7A | NEW YORK | NY | 10021 | $5,000 | Yes (X) |
| ONE8 FOUNDATION | ||||||
| 44 | 177 HUNTINGTON AVE SUITE 1500 | BOSTON | MA | 02115 | $5,000 | Yes (X) |
| PAM SCHAFLER | ||||||
| 45 | 10 GRACIE SQUARE 11E | NEW YORK | NY | 10028 | $5,000 | Yes (X) |
| PAUL J ISAAC (C) | ||||||
| 46 | 75 PROSPECT AVENUE | LARCHMONT | NY | 10538 | $5,000 | Yes (X) |
| PAUL SINGER | ||||||
| 47 | 40 WEST 57TH STREET 26TH FLOOR | NEW YORK | NY | 10019 | $195,000 | Yes (X) |
| RICK RICHMAN | ||||||
| 48 | 217 S BURLINGAME AVE | LOS ANGELES | CA | 90049 | $5,000 | Yes (X) |
| ROBERT & CHRISTINE FRIEDMAN | ||||||
| 49 | 27 BLEECKER ST APT 7B | NEW YORK | NY | 100122444 | $15,000 | Yes (X) |
| SARAH BISER | ||||||
| 50 | 20 FALCON RIDGE CIR | HOLMDEL | NJ | 07733 | $10,000 | Yes (X) |
| SHELLY & MICHAEL KASSEN | ||||||
| 51 | 5 YANKEE HILL ROAD | WESTPORT | CT | 06880 | $10,000 | Yes (X) |
| SHEPARD BARBASH & VICKI RAGAN | ||||||
| 52 | 109 SEQUAMS LN E | WEST ISLIP | NY | 11795 | $10,000 | Yes (X) |
| STANLEY FORTGANG | ||||||
| 53 | 203 OVERLOOK ROAD | NEW ROCHELLE | NY | 10804 | $10,000 | Yes (X) |
| STEPHANIE DISHAL | ||||||
| 54 | 1190 S SUNDOWN RD | PRESCOTT | AZ | 86303 | $25,000 | Yes (X) |
| THOMAS A ROSE | ||||||
| 55 | 1043 GOLF LN | INDIANAPOLIS | IN | 46260 | $10,000 | Yes (X) |
| THOMAS J & ALICE M TISCH | ||||||
| 56 | 667 MADISON AVE | NEW YORK | NY | 10065 | $15,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONDON O'MEARA MCGINTY & | $0 | $0 | $0 | $0 |
| DONNELLY, LLP- AUDIT & TAX | $25,000 | $6,250 | $6,250 | $18,750 |
| MICHAEL BORGIA | $6,000 | $1,500 | $1,500 | $4,500 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNIKA HERNROTH-ROTHSTEIN | ||||||||||||
| FLEMINGGATAN 14 | NORRKOPING | SWEDEN | SW | 60242 | 2019-12-31 | $2,000 | GENERAL SUPPORT | $2,000 | NO | N/A | 2019-12-31 | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED,THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. |
| TZOHAR | ||||||||||||
| 9 HAMELACHA STREET | LOD | ISRAEL | IS | 7152015 | 2019-12-31 | $50,000 | IN SUPPORT OF THE WORK OF TZOHAR'S INSTITUTE FOR HALACHIC(JEWISH LAW) RESEARCH, INCLUDING PUBLICATION OF THE 43RDEDITION OF THE HALACHIC JOURNAL. | $50,000 | NO | JAN DEC 2019 (MONTHLY REPORTS) | 2019-12-31 | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED,THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. |
| EL HARPRAT | ||||||||||||
| C/O RAN BARATZ KFAR ADUMIM | DOAR NA MIZRACH BINYAMIN | ISRAEL | IS | 90618 | 2019-12-31 | $66,668 | TO SUPPORT MIDA, A PUBLIC POLICY WEBSITE | $66,668 | NO | JAN DEC 2019 (MONTHLY REPORTS) | 2019-12-31 | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED,THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD EQUITY INCOME FUND A | $1,102,016 | $1,102,016 |
| VANGUARD PRIME CAP CORE FUND | $2,839,376 | $2,839,376 |
| VANGUARD SHORT-TERM INVEST-GR ADM | $68,974,291 | $68,974,291 |
| VANGUARD EQUITY INCOME FUND ADM | $35,465,601 | $35,465,601 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (5 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PATTERSON BELKNAP WEBB | $0 | $0 | $0 | $0 |
| & TYLER LLP | $15,902 | $0 | $0 | $15,902 |
| REPPE LAW | $250 | $0 | $0 | $250 |
| FULLER & FULLER LLP | $27,985 | $0 | $0 | $27,985 |
| TAMARA BERENS | $478 | $0 | $0 | $478 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCHANGE AND TRANSLATION DIFFERENCES | Desc |
| Amt | $17,074 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DEVELOPMENT | $19,187 | $0 | $0 | $19,187 |
| FILING FEE | $1,500 | $0 | $0 | $1,500 |
| INSURANCE | $49,942 | $0 | $0 | $49,942 |
| JEWISH REVIEW OF BOOKS | $509,536 | $0 | $509,536 | $0 |
| MOSAIC | $197,029 | $0 | $197,029 | $0 |
| OFFICE EXPENSES | $333,685 | $0 | $0 | $399,157 |
| PAYROLL PROCESSING | $55,163 | $0 | $0 | $55,163 |
| PROGRAM SERVICES | $5,792,251 | $0 | $0 | $5,792,251 |
| TELEPHONE AND INTERNET | $68,744 | $0 | $0 | $68,744 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICE REVENUE | $351,706 | $351,706 | |
| INTEREST INCOME ON MORTGAGE | $24,139 | $24,139 | $24,139 |
| MISCELLANEOUS INCOME | $3,153 | $3,153 | $3,153 |
| ADVERTISING INCOME | $28,181 | $28,181 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $2,697,974 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC COHEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $0 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEES | $33,506 | $0 | $0 | $33,506 |
| HUMBLE MONKEY - TECHNOLOGY | $3,081 | $0 | $0 | $3,081 |
| CAMBRIX GROUP, LTD.- TECHNOLOGY | $53,506 | $0 | $0 | $53,506 |
| PLUTUS NONPROFIT SOLUTIONS | $42,500 | $0 | $0 | $42,500 |
| DRG SEARCH | $84,000 | $0 | $0 | $84,000 |
| ASCENHIRE, INC. | $49,054 | $0 | $0 | $49,054 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $32,500 | $0 | $0 | $0 |
| NY STATE INCOME TAX | $500 | $0 | $0 | $0 |
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