RUSSELL BERRIE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
RUSSELL BERRIE FOUNDATION (EIN 22-2620908)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201913189349101606
Schema version
2018v3.1
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)
Return2019-11-14T10:22:15-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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 48AddressLine1Txt
CityTEANECKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07666ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANGELICA BERRIEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2019281880PhoneNum
Signature2019-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAGDALENA M CZERNIAWSKIPreparerPersonNm
PTINP00535099PTIN
Phone2125038800PhoneNum
Preparation2019-11-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address47.19.112.229IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-11IPDt
IP Tm16:19:07IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id86324AA6648A884C06306129ED8808CB1BD1A3DCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$187,415,504FMVAssetsEOYAmt
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$20,608InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20,608InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,843,756DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,843,756DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$436,090NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,772,186GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$31,919OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$31,919OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,460,193TotalRevAndExpnssAmt
Total Net Invst Incm$1,896,283TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$752,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$97,600CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$654,400CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$964,500OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$22,555OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$914,945OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$251,139PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$17,580PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$233,559PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$31,901LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,233LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$29,668LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$81,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,670AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$75,330AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,198,563OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$281,844OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$916,719OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$95,323TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,673TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$88,650TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$13,626DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$954DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$150,205OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$10,514OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$139,691OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$235,782TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$926TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$234,856TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$615,181OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$545,123OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$70,058OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,389,220TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$991,672TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,357,876TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,743,807ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,936,354ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,133,027TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$991,672TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,294,230TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$26,672,834ExcessRevenueOverExpensesAmt
Net Investment Income$904,611NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,689,931SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,243,763SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,243,763SavAndTempCashInvstEOYFMVAmt
Pledges Rcvbl$11,373,400PledgesRcvblAmt
Pledges Rcvbl BOY$13,569,153PledgesRcvblBOYAmt
Pledges Rcvbl EOY$11,373,400PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$11,373,400PledgesRcvblEOYFMVAmt
Prepaid Expenses BOY$144,015PrepaidExpensesBOYAmt
Prepaid Expenses EOY$223,416PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$223,416PrepaidExpensesEOYFMVAmt
Other Investments BOY$190,575,573OtherInvestmentsBOYAmt
Other Investments EOY$171,207,844OtherInvestmentsEOYAmt
Other Investments EOYFMV$171,207,844OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$169,295LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$154,278LandBldgEquipAccumDeprecAmt
Land BOY$28,643LandBOYAmt
Land EOY$15,017LandEOYAmt
Land EOYFMV$15,017LandEOYFMVAmt
Other Assets BOY$12,371,254OtherAssetsBOYAmt
Other Assets EOY$352,064OtherAssetsEOYAmt
Other Assets EOYFMV$352,064OtherAssetsEOYFMVAmt
Total Assets BOY$219,378,569TotalAssetsBOYAmt
Total Assets EOY$187,415,504TotalAssetsEOYAmt
Total Assets EOYFMV$187,415,504TotalAssetsEOYFMVAmt
Accounts Payable BOY$111,368AccountsPayableBOYAmt
Accounts Payable EOY$80,584AccountsPayableEOYAmt
Grants Payable BOY$27,157,564GrantsPayableBOYAmt
Grants Payable EOY$33,965,017GrantsPayableEOYAmt
Other Liabilities BOY$867,507OtherLiabilitiesBOYAmt
Other Liabilities EOY$741,856OtherLiabilitiesEOYAmt
Total Liabilities BOY$28,136,439TotalLiabilitiesBOYAmt
Total Liabilities EOY$34,787,457TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$177,672,977UnrestrictedBOYAmt
Unrestricted EOY$141,254,647UnrestrictedEOYAmt
Temporarily Restricted BOY$13,569,153TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$11,373,400TemporarilyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$191,242,130TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$152,628,047TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$219,378,569TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$187,415,504TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$191,242,130TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$26,672,834ExcessRevenueOverExpensesAmt
Other Increases$107,040OtherIncreasesAmt
Subtotal$164,676,336SubtotalAmt
Other Decreases$12,048,289OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$152,628,047TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
COMMON STOCK (PUBLICLY TRADED)$4,507,406$6,372,860-$1,865,454-$1,865,454
AXIOM$701,473-$701,473-$701,473P
AXIOM$1,882,420$1,882,420$1,882,420P
JVP OPPORTUNITIES$658$658$658P
CERRANO$4,848,241$5,000,000-$151,759-$151,759P
JVP VII$1,288-$1,288-$1,288P
JVP VII$21,607-$21,607-$21,607P
VPARTNERS III$810$810$810P
VPARTNERS III$173,802$173,802$173,802P
VINTAGE$73,323-$73,323-$73,323P
VIOLA$7,995-$7,995-$7,995P
SANDERSON$29,730-$29,730-$29,730P
SANDERSON$358,849$358,849$358,849P
FieldValueIRS element (for citing)
Capital Gain Net Income-$436,090CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$17,854,462AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$205,245,882NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.086991DistributionYr1Rt
Adjusted Qlfy Distri Yr2$17,095,849AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$210,475,936NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.081225DistributionYr2Rt
Adjusted Qlfy Distri Yr3$13,479,204AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$220,476,878NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.061137DistributionYr3Rt
Adjusted Qlfy Distri Yr4$12,055,470AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$235,933,327NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051097DistributionYr4Rt
Adjusted Qlfy Distri Yr5$12,374,537AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$226,192,234NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054708DistributionYr5Rt
Total Distribution0.335158TotalDistributionRt
Average Distribution0.067032AverageDistributionRt
Net Vl Noncharitable Assets$204,057,469NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,678,380AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$9,046NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$13,687,426AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$20,294,230QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$9,046InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,046SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,046TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$150,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$150,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$140,954OverpaymentAmt
Applied To ES Tax$140,954AppliedToESTaxAmt
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 EASTTEANECKNJ07666SECRETARY15.00$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 EASTTEANECKNJ07666TRUSTEE5.00$0$0$0
RUTH SALZMAN
C/O THE RUSS BERRIE FD 300 FRANK WBURR BLVD BLDG EASTTEANECKNJ07666CEO40.00$452,000$0$40,247
ADAM HIRSCH
C/O THE RUSS BERRIE FD 300 FRANK WBURR BLVD BLDG EASTTEANECKNJ07666COO & CFO40.00$300,000$0$41,787

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
NAOMI SHANK
C/O RUSS BERRIE FD 300 FRANK W BURRTENANECKNJ07666PROGRAM DIRECTOR40.00$227,000$0$45,185
IDANA GOLDBERG
C/O RUSS BERRIE FD 300 FRANK W BURRTENANECKNJ07666CPO40.00$232,500$0$37,009
KAARIN VARON
C/O RUSS BERRIE FD 300 FRANK W BURRTENANECKNJ07666PROGRAM OFFICER40.00$108,000$0$37,373
JOANN TORTORICI
C/O RUSS BERRIE FD 300 FRANK W BURRTENANECKNJ07666ACCT. MANAGER40.00$93,250$0$32,676
SUSAN COKE
C/O RUSS BERRIE FD 300 FRANK W BURRTENANECKNJ07666GRANTS ADMINISTRATOR40.00$93,000$0$25,268
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$177,372
ARISTOTLE
489 FIFTH AVENUE 10TH FLOORNEW YORKNY10017INVESTMENT MANAGEMENT FEFES$105,133
MARKS PANETH LLP
685 THIRD AVENUENEW YORKNY10017ACCOUNTING SERVICES$71,000
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$800,365Expenses1Amt

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$23,679,066AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,479,868AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$176,006,009FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$207,164,943TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$207,164,943AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,107,474CashDeemedCharitableAmt
Net Vl Noncharitable Assets$204,057,469NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,202,873MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,202,873MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,046TaxBasedOnInvestmentIncomeAmt
Total Tax$9,046TotalTaxAmt
Distributable Before Adj$10,193,827DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,193,827DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,193,827DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,294,230ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$20,294,230QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$9,046PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$20,285,184AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,193,827DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,208,580ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$419,805ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,616,918ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,652,578ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,885,390ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,783,271TotalExcessDistributionCyovAmt
Qualifying Distributions$20,294,230QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,193,827AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,100,403RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$28,883,674TotalCorpusAmt
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$1,208,580ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$27,675,094ExcessDistriCyovToNextYrAmt
Excess From Year4$419,805ExcessFromYear4Amt
Excess From Year3$2,616,918ExcessFromYear3Amt
Excess From Year2$6,652,578ExcessFromYear2Amt
Excess From Year1$7,885,390ExcessFromYear1Amt
Excess From Current Year$10,100,403ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (123 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientForeignAddress/AddressLine2TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNm
ADLER APHASIA CENTER
60 W HUNTER AVEMAYWOODNJ07607PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
ADLER APHASIA CENTER
60 WEST HUNTER AVENUEMAYWOODNJ07607PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
AMERICA-ISRAEL CULTURAL FOUNDATION INC
1140 BROADWAY SUITE 304NEW YORKNY10001PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
AMERICAN COMMITTEE FOR SHAARE ZEDEK
55 W 39TH STREET 4NEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
AMERICAN FRIENDS OF BATSHEVA DANCE COMPANY INC
1201 BROADWAY SUITE 507NEW YORKNY10001PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
AMERICAN FRIENDS OF BEIT HATFUSTOT
633 3RD AVENUE 21ST FLOORNEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
AMERICAN FRIENDS OF ITIM
247 WEST 36TH STREET 5TH FLOORNEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
AMERICAN FRIENDS OF RAMBAM MEDICAL CENTER
420 LEXINGTON AVENEW YORKNY10170PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
1 BATTERY PARK PLAZANEW YORKNY10004PCTO FURTHER DONEES EXEMPT PURPOSE$60,000
AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE
38383 WILSHIRE BLVD SUITE 400BEVERLY HILLSCA09211PCTO FURTHER DONEES EXEMPT PURPOSE$294,166
AMERICAN FRIENDS OF THE ISRAEL MUSEUM
545 5TH AVENUE SUITE 920NEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$250,000
AMERICAN FRIENDS OF YAHAD IN UNUM
25 WEST 45TH STREET SUITE 1405NEW YORKNY10036PCTO FURTHER DONEES EXEMPT PURPOSE$150,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 3RD AVENEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$310,000
AMERICAN SOCIETY FOR TECHNION
55 E 59TH STREETNEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$293,419
AMERICAN SOCIETY FOR TECHNION
55 E 59TH STREET 14TH FLOORNEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$100,000
AMERICA'S GROW A ROW INC
150 PITSTOWN ROADPITTSTOWNNJ08867PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
ARNOLD P GOLD FOUNDATION
619 E PALISADE AVENUE 1ST FLOORENGLEWOOD CLIFFSNJ07632PCTO FURTHER DONEES EXEMPT PURPOSE$100,000
ARTWORKS THE NAOMI COHAIN FOUNDATION
96 ENGLE STREET SUITE 120ENGLEWOODNJ07631PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
BEING THE BLESSING FOUNDATION
112 PROSPECT STREET 3RD FLOORSTAMFORDCT06901PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
BEING THE BLESSING FOUNDATION
112 PROSPECT STREET 3RD FLOORSTAMFORDCT06901PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
BERGEN PERFORMING ARTS CENTER INC
30 N VAN BRUNT STENGLEWOODNJ07631PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
BERGEN VOLUNTEER MEDICAL INITIATIVE
75 ESSEX ST 100HACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$95,500
BOSTON FOUNDATION
75 ARLINGTON STREET 3RD FLBOSTONMA02116PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
BRANDEIS UNIVERSITY
PO BOX 9110WALTHAMMA02454PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
CAUCUS EDUCATIONAL CORPORATION INC
75 MIDLAND AVEMONTCLAIRNJ07042PCTO FURTHER DONEES EXEMPT PURPOSE$127,500
CENTER FOR INTERRELIGIOUS UNDERSTANDING INC
463 BARELL AVECARLSTADTNJ07072PCTO FURTHER DONEES EXEMPT PURPOSE$200,000
CITYMEALS ON WHEELS
355 LEXINGTON AVENUE THIRD FLOORNEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
CITYMEALS ON WHEELS
355 LEXINGTON AVENUE THIRD FLOORNEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
COLUMBIA UNIVERSITY
116TH STREET AND BROADWAYNEW YORKNY10027PCTO FURTHER DONEES EXEMPT PURPOSE$3,905,000
COMBINED JEWISH PHILANTHROPIES GREATER BOSTON
126 HIGH STREETBOSTONMA02110PCTO FURTHER DONEES EXEMPT PURPOSE$2,500
COUNCIL OF NEW JERSEY GRANTMAKERS
111 WEST STATE STREETTRENTONNJ08608PCTO FURTHER DONEES EXEMPT PURPOSE$2,855
CRYSTAL BRIDGES MUSEUM OF AMERICAN ART INC
600 MUSEUM WAYBENTONVILLEAR72712PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
DIABETES RESEARCH INSTITUTE
200 SOUTH PARK ROAD SUITE 100HOLLYWOODFL33021PCTO FURTHER DONEES EXEMPT PURPOSE$3,750
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
E'S BATTLE BUDDIES
307 LAKE ROADSADDLE RIVERNJ07458PCTO FURTHER DONEES EXEMPT PURPOSE$1,500
FOODCORPS INC
1140 SE 7TH AVE SUITE 110PORTLANDOR97214PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
FRACTURED ATLAS INC
248 WEST 35TH STREET 10TH FLOORNEW YORKNY10001PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
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 AVESUFFERNNY10901PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
FRIENDS OF THE ARAVA INSTITUTE
1320 CENTRE STREET STE 206NEWTON CENTREMA02459PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
GLYNWOOD CENTER INC
PO BOX 157COLD SPRINGNY10516PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
GOOD DOG FOUNDATION
817 BROADWAY 4TH FLNEW YORKNY10003PCTO FURTHER DONEES EXEMPT PURPOSE$1,000
GOOD PEOPLE FUND
384 WYOMING AVEMILLBURNNJ07041PCTO FURTHER DONEES EXEMPT PURPOSE$4,000
HACKENSACK UNIVERSITY MEDICAL CENTER
30 PROSPECT AVENUEHACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
HANDICAP INTERNATIONAL
8757 GEORGIA AVENUE NO 420SILVER SPRINGMD20910PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
HEALTH RESOURCES IN ACTION
95 BERKELEY STBOSTONMA02116PCTO FURTHER DONEES EXEMPT PURPOSE$21,000
HOLY NAME MEDICAL CENTER FOUNDATION
718 TEANECK ROADTEANECKNJ07666PCTO FURTHER DONEES EXEMPT PURPOSE$1,648,211
ICAHN SCHOOL OF MEDICINE
ONE GUSTAVE LEVY PLACENEW YORKNY10029PCTO FURTHER DONEES EXEMPT PURPOSE$8,000
ILLINOIS PATRONS OF ARTS IN THE VATICAN MUSEUMS
835 N RUSH STREETCHICAGOIL60610PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
INSTITUTE OF INTERNATIONAL EDUCATION
5 WEST 37TH STREETNEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$978,353
INTERFAITH BROADCASTING
630 NINTH AVENUENEW YORKNY10036PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
INTERNATIONAL DOMINICAN FOUNDATION
1 GALLERIA BLVDMETAIRIELA70001PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
ISRAEL & CO
1460 BROADWAYNEW YORKNY10036PCTO FURTHER DONEES EXEMPT PURPOSE$60,000
ISRAEL EMERGENCY ALLIANCE
6505 WILSHIRE BLVD 5TH FLOORLOS ANGELESCA90048PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
ISRAEL IDEAS
3400 S OCEAN BLVD SUITE 7H2PALM BEACHFL33480PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
ISRAEL SCHOLARSHIP EDUCATION FOUNDATION
520 EIGHTH AVENUE 4TH FLOORNEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
JCC ON THE PALISADES
411 EAST CLINTON AVENUETENAFLYNJ07670PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
JERUSALEM FOUNDATION
420 LEXINGTON AVE 1645NEW YORKNY10170PCTO FURTHER DONEES EXEMPT PURPOSE$75,000
JESPY HOUSE INC
102 PROSPECT STREETSOUTH ORANGENJ070792112PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
JEWISH COMMUNITY CENTER OF METROWEST INC
LEON TOBY COOPERMAN BUILDING 760WEST ORANGENJ07052PCTO FURTHER DONEES EXEMPT PURPOSE$100,000NORTHFIELD AVE
JEWISH COMMUNITY CENTER OF METROWEST INC
LEON TOBY COOPERMAN BUILDING 760WEST ORANGENJ07052PCTO FURTHER DONEES EXEMPT PURPOSE$1,000NORTHFIELD AVE
JEWISH COMMUNITY CENTER OF METROWEST INC
LEON TOBY COOPERMAN BUILDING 760WEST ORANGENJ07052PCTO FURTHER DONEES EXEMPT PURPOSE$93,500NORTHFIELD AVE
JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA
520 EIGHTH AVENUE 4TH FLOORNEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA
520 EIGHTH AVENUE 4TH FLOORNEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA
520 EIGHTH AVENUE 4TH FLOORNEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
JEWISH COMMUNITY PROJECT OF LOWER MANHATTAN
146 DUANE STREETNEW YORKNY10013PCTO FURTHER DONEES EXEMPT PURPOSE$35,000
JEWISH FAMILY & CHILDREN'S SERVICES OF NORTHERN NEW JERSEY
1485 TEANECK ROADTEANECKNJ07666PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
JEWISH FAMILY AND CHILDREN'S SERVICES OF NORTHERN NEW JERSEY
1485 TEANECK ROADTEANECKNJ07666PCTO FURTHER DONEES EXEMPT PURPOSE$11,000
JEWISH FEDERATION OF GREATER HOUSTON
5603 SOUTH BRAESWOOD BLVDHOUSTONTX77096PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
JEWISH FEDERATION OF GREATER METROWEST NJ
901 ROUTE 10WHIPPANYNJ07981PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVEPARAMUSNJ07652PCTO FURTHER DONEES EXEMPT PURPOSE$2,500
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVEPARAMUSNJ07652PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVEPARAMUSNJ07652PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVEPARAMUSNJ07652PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVEPARAMUSNJ07652PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVEPARAMUSNJ07652PCTO FURTHER DONEES EXEMPT PURPOSE$100,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRPARAMUSNJ07652PCTO FURTHER DONEES EXEMPT PURPOSE$1,417,500
JEWISH FUNDERS NETWORK
150 W 30TH STREETNEW YORKNY10001PCTO FURTHER DONEES EXEMPT PURPOSE$85,000
JEWISH HOME FOUNDATION OF NORTH JERSEY
10 LINK DRIVEROCKLEIGHNJ07647PCTO FURTHER DONEES EXEMPT PURPOSE$100,000
JEWISH HOME FOUNDATION OF NORTH JERSEY INC
10 LINK DRIVEROCKLEIGHNJ07647PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
LIBERTY SCIENCE CENTER
222 JERSEY CITY VOULEVARDJERSEY CITYNJ07305PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
LIGHTHOUSE GUILD INTERNATIONAL INC
250 WEST 64TH STREETNEW YORKNY10023PCTO FURTHER DONEES EXEMPT PURPOSE$3,750
MANHATTAN COLLEGE
4513 MANHATTAN COLLEGE PARKWAYRIVERDALENY10471PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
MANHATTAN JEWISH EXPERIENCE SYNAGOGUE
131 W 86TH STREETNEW YORKNY10024PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
MAOZ-SEAL
NCTO FURTHER DONEES EXEMPT PURPOSE$250,0004 HAMELACHA STLODIS7152008
MEDICAL RESEARCH INFRASTRUCTURE
NCTO FURTHER DONEES EXEMPT PURPOSE$37,500TEL HASHOMERRAMAT GANIS
MEET INTERNATIONAL
177 HUNTINGTON AVENUE SUITE 1703BOSTONMA02115PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065PCTO FURTHER DONEES EXEMPT PURPOSE$75,000
MIGAL
NCTO FURTHER DONEES EXEMPT PURPOSE$500,000PO BOX 831KIRYAT SHMONAIS
MOVE FOR HUNGER
4 HENDRICKSON AVE SUITE 4RED BANKNJ07701PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
NAOMI BERRIE DIABETES CENTER AT COLUMBIA UNIVERSITY IRVING MEDICAL CENTER
RUSS BERRIE MEDICAL SCIENCENEW YORKNY10032PCTO FURTHER DONEES EXEMPT PURPOSE$20,000PAVILION
NATIONAL LIBRARY OF ISRAEL
25 WEST 45TH STREET SUITE 1405NEW YORKNY10036PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
NEW ISRAEL FUND
2100 M STREET NW SUITE 619WASHINGTONDC20037PCTO FURTHER DONEES EXEMPT PURPOSE$115,000
NEW ISRAEL FUND
6 EAST 39TH STREET SUITE 301NEW YORKNY100160112PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
NEW JERSEY PERFORMING ARTS CENTER
1 CENTER STREETNEWARKNJ071024501PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
NEW VENTURE FUND
1201 CONNECTICUT AVE NW NO 300WASHINGTONDC20036PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
PRINCETON UNIVERSITY
701 CARNEGIE CTRPRINCETONNJ08540PCTO FURTHER DONEES EXEMPT PURPOSE$110,000
RAMAPO COLLEGE FOUNDATION
505 RAMAPO VALLEY ROADMAHWAHNJ07430PCTO FURTHER DONEES EXEMPT PURPOSE$205,450
RAMAZ SCHOOL
60 E 78TH STREETNEW YORKNY10075PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
RETHINK ISRAEL INITIATIVE
PO BOX 6833BRIDGEWATERNJ08807PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
RISING TIDE CAPITAL INC
384 MARTIN LUTHER KING DRIVEJERSEY CITYNJ07305PCTO FURTHER DONEES EXEMPT PURPOSE$150,000
ROSIE'S THEATER KIDS INC
445 WEST 45TH STREETNEW YORKNY10036PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
ROTHSCHILD CESAREA FOUNDATION
NCTO FURTHER DONEES EXEMPT PURPOSE$250,0007 HAESHEL STREET SOUTHERN INDUSTRIACAESAREAIS30795PARK
SCORE FOUNDATION
1 BERGEN COUNTY PLAZAHACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$3,900
SHALOM HARTMAN INSTITUTE
1 PENN PLAZANEW YORKNY10119PCTO FURTHER DONEES EXEMPT PURPOSE$1,825,000
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
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$25,000
STANFORD UNIVERSITY
326 GALVEZ STSTANFORDCA94305PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
START UP NATION CENTRAL
PCTO FURTHER DONEES EXEMPT PURPOSE$800,00028 LILIENBLUM STREETTEL AVIVISTEL AVIV
SUMMER SEARCH
101 HOWARD STREET SUITE 250SAN FRANCISCOCA94105PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
SUMMERSTAGE AT LEONIA
311 OAKDENE AVENUELEONIANJ07605PCTO FURTHER DONEES EXEMPT PURPOSE$1,000
TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING
55 BROAD STREET 17TH FLOORNEW YORKNY10004PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
THE AFYA FOUNDATION
140 SAW MILL RIVER ROADYONKERSNY10701PCTO FURTHER DONEES EXEMPT PURPOSE$100,000
TRUSTEES OF COLUMBIA UNIVERSITY
635 WEST 165TH STREET SUITE 224NEW YORKNY10032PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
TRUSTEES OF COLUMBIA UNIVERSITY
161 FORT WASHINGTON AVENUE 11THNEW YORKNY10032PCTO FURTHER DONEES EXEMPT PURPOSE$75,000FLOOR
UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC
130 EAST 59TH STREETNEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
VOLUNTEER CENTER OF BERGEN COUNTY
764 PASSAIC STHACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$7,500
WGBH EDUCATIONAL FOUNDATION
1 GUEST STREETBOSTONMA02135PCTO FURTHER DONEES EXEMPT PURPOSE$250,000
WILLIAM PATERSON UNIVERSITY OF NEW JERSEY FOUNDATION
ATRIUM 300 POMPTON ROADWAYNENJ07470PCTO FURTHER DONEES EXEMPT PURPOSE$70,000
YOUNG JUDAEA GLOBAL INC
575 EIGHTH AVENUE 11TH FLOORNEW YORKNY100183549PCTO FURTHER DONEES EXEMPT PURPOSE$35,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,936,354TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdProvince Or StateRecipientForeignAddress/ProvinceOrStateNmAddress Line2RecipientUSAddress/AddressLine2TxtForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientForeignAddress/AddressLine2Txt
AMERICA-ISRAEL CULTURAL FOUNDATION
1140 BROADWAY 304NEW YORKNY10001PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
AMERICAN FRIENDS OF ITIM
247 WEST 36TH STREET 5TH FLOORNEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$200,000
AMERICAN FRIENDS OF THE CENTER FOR JEWISH ARAB EDUCATION IN ISRAEL
PO BOX 80102PORTLANDOR97280PCTO FURTHER DONEES EXEMPT PURPOSE$75,000
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
1 BATTERY PARK PLAZANEW YORKNY10004PCTO FURTHER DONEES EXEMPT PURPOSE$80,000
AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE
38383 WILSHIRE BLVD SUITE 400BEVERLY HILLSCA09211PCTO FURTHER DONEES EXEMPT PURPOSE$460,834
AMERICAN FRIENDS OF YAHAD IN UNUM
25 WEST 45TH STREET SUITE 1405NEW YORKNY10036PCTO FURTHER DONEES EXEMPT PURPOSE$360,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 3RD AVENEW YORKNY10017PCTO FURTHER DONEES EXEMPT PURPOSE$615,000
AMERICAN SOCIETY FOR TECHNION
55 E 59TH STREETNEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$2,136,160
BERGEN VOLUNTEER MEDICAL INITIATIVE
75 ESSEX ST 100HACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$159,500
BEZALEL ACADEMY OF ARTS
NCTO FURTHER DONEES EXEMPT PURPOSE$4,000,000PO BOX 24026JERUSLAEMIS
BRANDEIS UNIVERSITY
PO BOX 9110WALTHAMMA02454PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
CAMBRIDGE HEALTH ALLIANCE
1493 CAMBRIDGE STREETCAMBRIDGEMA02139PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
COLUMBIA UNIVERSITY
116TH STREET AND BROADWAYNEW YORKNY10027PCTO FURTHER DONEES EXEMPT PURPOSE$7,815,000
DIABETES RESEARCH INSTITUTE
381 PARK AVE SNEW YORKNY100160112PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
FRIENDS OF JCC KRAKOW
74 LAFAYETTE AVESUFFERNNY10901PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
FRIENDS OF UNITED HATZALAH
300 E 51ST STREETNEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$2,000
HACKENSACK UNIVERSITY MEDICAL CENTER
30 PROSPECT AVENUEHACKENSACKNJ07601PCTO FURTHER DONEES EXEMPT PURPOSE$180,000
HADASSAH ACADEMIC COLLEGE
PCTO FURTHER DONEES EXEMPT PURPOSE$1,000,000HANEVIIM 37 HAHAVATSELETE ST 8JERUSALEMISJERUSALEM
HOLY NAME MEDICAL CENTER FOUNDATION
718 TEANECK ROADTEANECKNJ07666PCTO FURTHER DONEES EXEMPT PURPOSE$997,818
ICAHN SCHOOL OF MEDICINE
ONE GUSTAVE LEVY PLACENEW YORKNY10029PCTO FURTHER DONEES EXEMPT PURPOSE$192,000
IMPACT CUBED
NCTO FURTHER DONEES EXEMPT PURPOSE$50,000ALDGATE TOWER 5TH FLOORLEMAN STREETUKLONDON E18FA
INSTITUTE OF INTERNATIONAL EDUCATION
5 WEST 37TH STREETNEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$1,166,818
JCC ON THE PALISADES
411 EAST CLINTON AVENUETENAFLYNJ07670PCTO FURTHER DONEES EXEMPT PURPOSE$25,000
JEWISH COMMUNITY CENTER OF METROWEST INC
LEON TOBY COOPERMAN BUILDING 760WEST ORANGENJ07052PCTO FURTHER DONEES EXEMPT PURPOSE$18,500NORTHFIELD AVE
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRPARAMUSNJ07652PCTO FURTHER DONEES EXEMPT PURPOSE$60,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRPARAMUSNJ07652PCTO FURTHER DONEES EXEMPT PURPOSE$1,737,500
JEWISH HOME FOUNDATION OF NORTH JERSEY
10 LINK DRIVEROCKLEIGHNJ07647PCTO FURTHER DONEES EXEMPT PURPOSE$3,000,000
JEWISH HOME FOUNDATION OF NORTH JERSEY
10 LINK DRIVEROCKLEIGHNJ07647PCTO FURTHER DONEES EXEMPT PURPOSE$24,000
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021PCTO FURTHER DONEES EXEMPT PURPOSE$18,000
JEWISH SERVICES FOR THE DEVELOPMENTALLY DISABLED OF METRO WEST
270 PLEASANT VALLEY WAYWEST ORANGENJ07052PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
MAOZ-SEAL
NCTO FURTHER DONEES EXEMPT PURPOSE$750,0004 HAMELACHA STLODIS7152008
MEDICAL RESEARCH INFRASTRUCTURE
NCTO FURTHER DONEES EXEMPT PURPOSE$2,250,000TEL HASHOMERRAMAT GANIS
MIGAL
NCTO FURTHER DONEES EXEMPT PURPOSE$355,000PO BOX 831KIRYAT SHMONAIS
MOISHE HOUSE
441 SAXONY ROAD BARN 2ENCINITASCA92024PCTO FURTHER DONEES EXEMPT PURPOSE$20,000
MOVING TRADITIONS
8380 OLD YORK ROAD SUITE 4300ELKINS PARKPA19027PCTO FURTHER DONEES EXEMPT PURPOSE$50,000
NAOMI BERRIE DIABETES CENTER AT COLUMBIA UNIVERSITY IRVING MEDICAL CENTER
RUSS BERRIE MEDICAL SCIENCEWEST ORANGENJ07052PCTO FURTHER DONEES EXEMPT PURPOSE$30,000PAVILION
NATIONAL CONFERENCE ON SOVIET JEWRY
2020 K STREET NW SUITE 7800WASHINGTONDC20006PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
NEW ISRAEL FUND
2100 M STREET NWWASHINGTONDC20037PCTO FURTHER DONEES EXEMPT PURPOSE$189,000
PRINCETON UNIVERSITY
701 CARNEGIE CTRPRINCETONNJ08540PCTO FURTHER DONEES EXEMPT PURPOSE$110,000
RAMAPO COLLEGE FOUNDATION
505 RAMAPO VALLEY ROADMAHWAHNJ07430PCTO FURTHER DONEES EXEMPT PURPOSE$709,300
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
ROTHSCHILD CESAREA FOUNDATION
NCTO FURTHER DONEES EXEMPT PURPOSE$250,0007 HAESHEL STREET SOUTHERN INDUSTRIACAESAREAIS30795PARK
SCHOOL OF THE FUTURE PARENTS
22 EAST 22ND STREETNEW YORKNY10010PCTO FURTHER DONEES EXEMPT PURPOSE$10,000
SHALOM HARTMAN INSTITUTE
1 PENN PLAZANEW YORKNY10119PCTO FURTHER DONEES EXEMPT PURPOSE$2,850,000
SHEBA FUND FOR HEALTH SERVICES
575 MADISON AVENUE 10TH FLOORNEW YORKNY10022PCTO FURTHER DONEES EXEMPT PURPOSE$350,000
STANFORD UNIVERSITY
326 GALVEZ STSTAMFORDCA94305PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
START UP NATION CENTRAL
PCTO FURTHER DONEES EXEMPT PURPOSE$2,200,00028 LILIENBLUM STREETTEL AVIVISTEL AVIV
STONE BARNS CENTER FOR FOODAGRICULTURE
630 BEDFORD ROADPOCANTICO HILLSNY10591PCTO FURTHER DONEES EXEMPT PURPOSE$15,000
SYLVIA CENTER
304 HUDSON STREET SUITE 201NEW YORKNY10013PCTO FURTHER DONEES EXEMPT PURPOSE$5,000
YOUNG JUDAEA GLOBAL INC
575 EIGHTH AVENUE 11TH FLOORNEW YORKNY10018PCTO FURTHER DONEES EXEMPT PURPOSE$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$34,931,430TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,608ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,843,756ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,919ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$436,090ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,460,193ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,460,193TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$81,000Amt
Net Investment Income$5,670NetInvestmentIncomeAmt
Disbursements Charitable Prps$75,330DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxtAddress Line2ForeignAddress/AddressLine2Txt
MAOZ-SEAL
4 HAMELACHA STLODIS71520082018-12-31$1,000,000TO FURTHER DONEE'S EXEMPT PURPOSE$250,0002018-12-31TO 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.
MEDICAL RESEARCH INFRASTRUCTURE
TEL HASHOMERRAMAT GANIS2018-12-31$2,250,000TO FURTHER DONEE'S EXEMPT PURPOSE$37,5002018-12-31TO 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.
MIGAL
PO BOX 831KIRYAT SHMONAIS2018-11-05$855,000TO FURTHER DONEE'S EXEMPT PURPOSE$500,0002018-12-31TO 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.
ROTHSCHILD CESAREA FOUNDATION
7 HAESHEL STREET SOUTHERN INDUSTRIACAESAREAIS307952018-12-31$500,000TO FURTHER DONEE'S EXEMPT PURPOSE$250,0002018-12-31TO 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.PARK

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (34 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMOON 2 FUND, L. P.FMV$1,090,332$1,090,332
ARISTOTLE BOSTON SMALL CAP EQUITY ACCOUNTFMV$9,576,888$9,576,888
AXIOM INTERNATIONALFMV$10,263,202$10,263,202
BRAHMAN PARTNERS IIFMV$9,988,044$9,988,044
CANYON VALUE REALIZATION FUNDFMV$11,419,201$11,419,201
CORVEX OFFSHORE II LTDAT COST$9,456,051$9,456,051
EATON VANCEFMV$7,290,428$7,290,428
EDMUNDS HOLDING COMPANYAT COST$198,154$198,154
GOLDMAN SACHS VINTAGE FUND IIFMV$113,200$113,200
GOVERNORS LANEFMV$6,925,668$6,925,668
GSO CAPITAL SOLUTIONS OVERSEASFMV$482,645$482,645
HAWKEYE CAPITAL OFFSHOREFMV$5,642,713$5,642,713
HOPLITE OFFSHOREFMV$5,123,168$5,123,168
IRVING PLACE CAPITALFMV$50,196$50,196
JVP MEDIA VFMV$1,343,928$1,343,928
JVP VIIFMV$3,024,929$3,024,929
JVP VII OPPORTUNITY LPFMV$1,203,418$1,203,418
JVP VIII, L. P.FMV$447,126$447,126
LAKEWOOD CAPITAL OFFSHORE FUND, LTDFMV$5,622,597$5,622,597
MILLENIUMFMV$5,118,554$5,118,554
OCH-ZIFF OVERSEAS FUND IIFMV$326,864$326,864
ONE EAST PARTNERSFMV$299,236$299,236
RIVULET CAPITALFMV$6,001,377$6,001,377
SANDERSON INTERNATIONAL VALUE FUNDFMV$10,323,537$10,323,537
SHANNON RIVER PARTNERSFMV$4,470,492$4,470,492
SHELTER VENTURE FUNDFMV$146,018$146,018
TPG - AXON PARTNERSFMV$162,533$162,533
VANGUARDFMV$36,701,157$36,701,157
VARDE INVESTMENT PARTNERSFMV$12,482,341$12,482,341
VIOLA PARTNERS FUND 4FMV$2,284,181$2,284,181
VPARTNERS IIIFMV$2,764,147$2,764,147
BRIDGES ISRAELFMV$289,066$289,066
ENTREE CAPITALFMV$287,500$287,500
VIOLA PARTNERS FUND 5FMV$288,953$288,953

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$31,901LegalFeesAmt
Net Investment Income$2,233NetInvestmentIncomeAmt
Disbursements Charitable Prps$29,668DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescREDEMPTIONS REC.Desc
BOY Book Value$12,371,254BOYBookValueAmt
EOY Book Value$352,064EOYBookValueAmt
EOYFMV$352,064EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
CHANGE IN VALUE OF CHARITABLE LEAD UNITRUST$1,117,005
RECONCILIATION FROM FINANCIALS TO FORM K-1S FOR PARTNERSHIPS$3,191,416
UNREALIZED LOSS ON INVESTMENTS$7,739,868

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$37,470$2,623$34,847
MISCELLANEOUS$10,459$737$9,722
OFFICE EXPENSE$13,894$973$12,921
TELEPHONE$13,514$946$12,568
OTHER PARTNHERSHIP INVESTMENT EXPENSES$539,844$539,844$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER PARTNERSHIP INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$31,919RevenueAndExpensesPerBooksAmt
Net Investment Income$31,919NetInvestmentIncomeAmt
Adjusted Net Income$31,919AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPROVISION FOR FEDERAL TAXESDesc
Amt$107,040Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEF. TAX LIABILITYDesc
BOY Book Value$867,507BOYBookValueAmt
EOY Book Value$741,856EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY AND CUSTODY FEES$281,844$281,844$0
PHILANTHROPIC CONSULTING & PROGRAM EVALUATION$916,719$0$916,719

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL TAXESCategoryTxt
Amt$95,323Amt
Net Investment Income$6,673NetInvestmentIncomeAmt
Disbursements Charitable Prps$88,650DisbursementsCharitablePrpsAmt

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