RUSSELL BERRIE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
RUSSELL BERRIE FOUNDATION (EIN 22-2620908)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-03
IRS object ID
202503079349101270
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-03T11:33:47-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN881478669PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11899 L STREET NW 850AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222620908EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RUSSELL BERRIE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRUSSBusinessNameControlTxt
Phone2019281880PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 FRANK W BURR BLVD E 48AddressLine1Txt
CityTEANECKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07666ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANGELICA BERRIEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2019281880PhoneNum
Signature2025-10-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK SMITHPreparerPersonNm
PTINP00639053PTIN
Phone2022274000PhoneNum
Preparation2025-10-30PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$157,539,333FMVAssetsEOYAmt
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$33,431InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$33,431InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$970,538DividendsRevAndExpnssAmt
Dividends Net Invst Incm$970,538DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,633,638NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$24,461,522GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,633,638CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$921,306OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$445,658OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$20,558,913TotalRevAndExpnssAmt
Total Net Invst Incm$20,083,265TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$867,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$86,750CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$780,750CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,254,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$125,400OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,547,922OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$481,424PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$46,940PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$434,484PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$25,187LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,518LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$22,669LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$87,475AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,998AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$76,980AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,060,969OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,457,562OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,603,407OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$231,657TaxesRevAndExpnssAmt
Taxes Net Invst Incm$36,566TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$150,252TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$108,179DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$319,656OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$31,166OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$288,490OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$417,204TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$40,676TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$376,528TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$108,823OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,604OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$98,219OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,962,074TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,845,180TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,379,701TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,652,985ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,036,357ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,615,059TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,845,180TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$21,416,058TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,943,854ExcessRevenueOverExpensesAmt
Net Investment Income$18,238,085NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$936,127CashBOYAmt
Cash EOY$12,668,421CashEOYAmt
Cash EOYFMV$12,668,421CashEOYFMVAmt
Prepaid Expenses BOY$100,548PrepaidExpensesBOYAmt
Prepaid Expenses EOY$79,817PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$79,817PrepaidExpensesEOYFMVAmt
Other Investments BOY$148,754,351OtherInvestmentsBOYAmt
Other Investments EOY$124,785,805OtherInvestmentsEOYAmt
Other Investments EOYFMV$124,785,805OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$924,861LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$501,256LandBldgEquipAccumDeprecAmt
Land BOY$531,784LandBOYAmt
Land EOY$423,605LandEOYAmt
Land EOYFMV$423,605LandEOYFMVAmt
Other Assets BOY$14,708,268OtherAssetsBOYAmt
Other Assets EOY$19,581,685OtherAssetsEOYAmt
Other Assets EOYFMV$19,581,685OtherAssetsEOYFMVAmt
Total Assets BOY$165,031,078TotalAssetsBOYAmt
Total Assets EOY$157,539,333TotalAssetsEOYAmt
Total Assets EOYFMV$157,539,333TotalAssetsEOYFMVAmt
Accounts Payable BOY$227,311AccountsPayableBOYAmt
Accounts Payable EOY$177,392AccountsPayableEOYAmt
Grants Payable BOY$31,641,720GrantsPayableBOYAmt
Grants Payable EOY$24,277,836GrantsPayableEOYAmt
Other Liabilities BOY$2,482,112OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,115,804OtherLiabilitiesEOYAmt
Total Liabilities BOY$34,351,143TotalLiabilitiesBOYAmt
Total Liabilities EOY$26,571,032TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$119,715,350NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$119,100,385NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$10,964,585DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$11,867,916DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$130,679,935TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$130,968,301TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$165,031,078TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$157,539,333TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$130,679,935TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,943,854ExcessRevenueOverExpensesAmt
Other Increases$1,817,646OtherIncreasesAmt
Subtotal$137,441,435SubtotalAmt
Other Decreases$6,473,134OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$130,968,301TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
PEAPACK GLADSTONE INVESTMENTS$6,390,763$4,896,001$1,494,762$1,494,762
PARTNERSHIP PASS THRU INVESTMENT K-1 ST$13,693$13,693$13,693P
PARTNERSHIP PASS THRU INVESTMENT K-1 LT$394,893$394,893$394,893P
CANYON VALUE REALIZATION FUND$1,165,367$1,165,367$1,165,367P
CORVEX OFFSHORE LTD$2,555,831$2,555,831$2,555,831P
HAWKEYE CAPITAL OFFSHORE$2,402,711$2,402,711$2,402,711P
LAKEWOOD CAPITAL OFFSHORE FUND$4,262,439$4,262,439$4,262,439P
SHANNON RIVER DOONBEG FUND$4,387,519$4,387,519$4,387,519P
VARDE PARTNERS$1,392,087$1,392,087$1,392,087P
ARTISAN INTL VALUE FUND INST SHS$1,000,000$931,883$68,117$68,1172022-02-092024-02-29
CAPITAL GAINS DIVIDENDS$496,219$496,219$496,219P
FieldValueIRS element (for citing)
Capital Gain Net Income$18,633,638CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$253,509InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$253,509SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$253,509TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$159,208EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$159,208TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$94,301TaxDueAmt

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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
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 BLVDAddressLine1Txt
CityTEANECKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07666ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ADAM HIRSCH
300 FRANK W BURR BLVD E 48TEANECKNJ07666COO AND CFO40.00$407,500$25,312$32,398
ANGELICA BERRIE
300 FRANK W BURR BLVD E 48TEANECKNJ07666PRESIDENT20.00$0$0$0
DAVID ROSENBLATT
300 FRANK W BURR BLVD E 48TEANECKNJ07666SECRETARY5.00$0$0$0
ILAN KAUFTHAL
300 FRANK W BURR BLVD E 48TEANECKNJ07666TRUSTEE5.00$0$0$0
MYRON ROSNER LEFT JUNE 2024
300 FRANK W BURR BLVD E 48TEANECKNJ07666TRUSTEE15.00$0$0$0
SCOTT BERRIE
300 FRANK W BURR BLVD E 48TEANECKNJ07666VICE PRESIDENT10.00$0$0$0
STEPHEN SEIDEN
300 FRANK W BURR BLVD E 48TEANECKNJ07666TREASURER10.00$0$0$0
IDANA GOLDBERG
300 FRANK W BURR BLVD E 48TEANECKNJ07666CEO40.00$460,000$25,312$31,757

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
LISA CAPELOUTO
300 FRANK W BURR BLVD E 48TEANECKNJ07666CPO40.00$242,000$25,312$15,585
PAUL KALMAN
300 FRANK W BURR BLVD E 48TEANECKNJ07666CONTROLLER40.00$183,500$0$39,361
SUSAN PROMISLO
300 FRANK W BURR BLVD E 48TEANECKNJ07666COMMUNICATIONS DIREC40.00$155,000$12,000$31,748
KAARIN VARON
300 FRANK W BURR BLVD E 48TEANECKNJ07666PROGRAM OFFICER40.00$155,000$7,800$31,875
SUSAN COKE
300 FRANK W BURR BLVD E 48TEANECKNJ07666GRANTS ADMINISTRATOR40.00$123,500$16,000$8,227
FieldValueIRS element (for citing)
Other Employee Paid Over50k4OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
PRIME BUCHHOLZ
PO BOX 16011LEWISTONME04243INVESTMENT CONSULTING$146,336
MATTER UNLIMITED
2020 N BAYSHORE DR 501MIAMIFL33137COMMUNICATIONS CONSULTANT$110,765
ARISTOTLE
489 FIFTH AVENUE 10TH FLOORNEW YORKNY10017INVESTMENT MANAGEMENT$87,670
CBIZ MARKS PANETH
685 THIRD AVENUENEW YORKNY10017ACCOUNTING SERVICES$87,475
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$1,638,879Expenses1Amt

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$57,183,341AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,660,871AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$104,883,712FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$163,727,924TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$163,727,924AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,455,919CashDeemedCharitableAmt
Net Vl Noncharitable Assets$161,272,005NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,063,600MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,063,600MinimumInvestmentReturnAmt
Tax Based On Investment Income$253,509TaxBasedOnInvestmentIncomeAmt
Total Tax$253,509TotalTaxAmt
Distributable Before Adj$7,810,091DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,810,091DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,810,091DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$21,416,058ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$21,416,058QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,810,091DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$11,586,404ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$17,098,313ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$17,515,868ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,269,142ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,775,668ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$67,245,395TotalExcessDistributionCyovAmt
Qualifying Distributions$21,416,058QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,810,091AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,605,967RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$80,851,362TotalCorpusAmt
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$11,586,404ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$69,264,958ExcessDistriCyovToNextYrAmt
Excess From Year4$17,098,313ExcessFromYear4Amt
Excess From Year3$17,515,868ExcessFromYear3Amt
Excess From Year2$9,269,142ExcessFromYear2Amt
Excess From Year1$11,775,668ExcessFromYear1Amt
Excess From Current Year$13,605,967ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (174 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdAddress Line2RecipientForeignAddress/AddressLine2Txt
ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY
98 FULTON ST EGRAND RAPIDSMI49503PCGENERAL OPERATING EXPENSES$5,000
ADLER APHASIA CENTER
60 WEST HUNTER AVENUEMAYWOODNJ07607PCGENERAL OPERATING EXPENSES$5,000
ADLER APHASIA CENTER
60 WEST HUNTER AVENUEMAYWOODNJ07607PCGENERAL OPERATING EXPENSES$5,000
AFSNC INC
40 WEST 57TH ST 26TH FLNEW YORKNY10019PCGENERAL OPERATING EXPENSES$10,000
AGUDATH ISRAEL OF AMERICA
42 BROADWAY 14TH FLOORNEW YORKNY10004PCGENERAL OPERATING EXPENSES$18,000
ALEPH SOCIETY INC
1441 BROADWAY SUITE 6072NEW YORKNY10018PCGENERAL OPERATING EXPENSES$15,000
ALLIANCE FOR MIDDLE EAST PEACE INC
1725 I STREET NW SUITE 300WASHINGTONDC20006PCGENERAL OPERATING EXPENSES$50,000
ALPHA EPSILON PI FOUNDATION
8815 WESLEYAN ROADINDIANAPOLISIN46268PCGENERAL OPERATING EXPENSES$10,000
AMERICAN FRIENDS OF BEIT HATFUTSOT
633 THIRD AVE 21ST FLOORNEW YORKNY100178157PCGENERAL OPERATING EXPENSES$10,000
AMERICAN FRIENDS OF ITIM
POB 45435NEW YORKNY10018PCGENERAL OPERATING EXPENSES$100,000
AMERICAN FRIENDS OF ITIM
POB 45435NEW YORKNY10018PCGENERAL OPERATING EXPENSES$30,000
AMERICAN FRIENDS OF NATAL INC
1120 AVENUE OF THE AMERICAS FOURTHNEW YORKNY10036PCGENERAL OPERATING EXPENSES$10,000FLOOR
AMERICAN FRIENDS OF OGEN INC
2330 MILTON ROADCLEVELANDOH44118PCGENERAL OPERATING EXPENSES$100,000
AMERICAN FRIENDS OF SHALVA ISRAEL INC
441 LEXINGTON AVE STE 602NEW YORKNY10017PCGENERAL OPERATING EXPENSES$10,000
AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE INC
4 PINSKER STREET POB 4702ATLANTAGA303272306PCGENERAL OPERATING EXPENSES$100,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 EAST 42ND STREET SUITE 400NEW YORKNY10017PCGENERAL OPERATING EXPENSES$25,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 EAST 42ND STREET SUITE 400NEW YORKNY10017PCGENERAL OPERATING EXPENSES$300,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 EAST 42ND STREET SUITE 400NEW YORKNY10017PCGENERAL OPERATING EXPENSES$300,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 EAST 42ND STREET SUITE 400NEW YORKNY10017PCGENERAL OPERATING EXPENSES$300,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 EAST 42ND STREET SUITE 400NEW YORKNY10017PCGENERAL OPERATING EXPENSES$30,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 EAST 42ND STREET SUITE 400NEW YORKNY10017PCGENERAL OPERATING EXPENSES$18,000
AMERICAN SOCIETY FOR TECHNION-ISRAEL INSTITUTE OF TECHNOLOGY
55 E 59TH ST 14TH FLNEW YORKNY10022PCGENERAL OPERATING EXPENSES$215,000
AMERICAN SOCIETY FOR TECHNION-ISRAEL INSTITUTE OF TECHNOLOGY
55 E 59TH ST 14TH FLNEW YORKNY10022PCGENERAL OPERATING EXPENSES$20,000
AMERICANS FOR BEN-GURION UNIVERSITY INC
1001 AVENUE OF THE AMERICAS 19TH FLNEW YORKNY10018PCGENERAL OPERATING EXPENSES$5,000
AMERICAS GROW-A-ROW INC
150 PITTSTOWN ROADPITTSTOWNNJ08867PCGENERAL OPERATING EXPENSES$5,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY101580102PCGENERAL OPERATING EXPENSES$20,000
ARLEKIN PLAYERS THEATRE
368 HILLSIDE AVE FLOOR 2NEEDHAMMA02494PCGENERAL OPERATING EXPENSES$10,000
BAMAH
626 Q ST NW 2WASHINGTONDC20001PCGENERAL OPERATING EXPENSES$55,000
BAMAH
626 Q ST NW 2WASHINGTONDC20001PCGENERAL OPERATING EXPENSES$50,000
BAR ILAN UNIVERSITY (RA)
PCGENERAL OPERATING EXPENSES$690,116MAX AND ANNA WEBB STRAMATGANRAMAT-GANIS
BAR ILAN UNIVERSITY (RA)
PCGENERAL OPERATING EXPENSES$690,116MAX AND ANNA WEBB STRAMATGANRAMAT-GANIS
BERGEN HATZALAH EMERGENCY MEDICAL SERVICES INC
240 BROAD AVENUE C/O CONGREGATIONENGLEWOODNJ07631PCGENERAL OPERATING EXPENSES$40,000AHAVATH TORAH
BERGEN VOLUNTEER MEDICAL INITIATIVE
75 ESSEX STREET SUITE 100HACKENSACKNJ07601PCGENERAL OPERATING EXPENSES$50,000
BERGEN VOLUNTEER MEDICAL INITIATIVE
75 ESSEX STREET SUITE 100HACKENSACKNJ07631PCGENERAL OPERATING EXPENSES$50,000
BEZALEL ACADEMY OF ARTS AND DESIGN JERUSALEM
PCGENERAL OPERATING EXPENSES$100,0001 ISRAEL ZMORA STREETJERUSALEMJERUSALEMIS
BOARD OF JEWISH EDUCATION INC
525 8TH AVENUENEW YORKNY10018PCGENERAL OPERATING EXPENSES$31,500
BREAKTHROUGH T1D
200 VESEY ST 28 FLNEW YORKNY10281PCGENERAL OPERATING EXPENSES$375,000
BROTHERS FOR LIFE
1126 34TH AVENUE STE 309SEATTLEWA98122PCGENERAL OPERATING EXPENSES$10,000
CAUCUS EDUCATIONAL CORPORATION INC
75 MIDLAND AVENUEMONTCLAIRNJ07042PCGENERAL OPERATING EXPENSES$140,000
CAUCUS EDUCATIONAL CORPORATION INC
75 MIDLAND AVENUEMONTCLAIRNJ07042PCGENERAL OPERATING EXPENSES$140,000
CENTER FOR FOOD ACTION IN NEW JERSEY
192 WEST DEMAREST AVENUEENGLEWOODNJ07631PCGENERAL OPERATING EXPENSES$1,000
CENTER FOR INTERRELIGIOUS UNDERSTANDING INC
492-C CEDAR LANE PMB127TEANECKNJ07666PCGENERAL OPERATING EXPENSES$5,000
CHRONICLE OF A PEOPLE FOUNDATION INC
C/O FRANCOIS CHATEAU DENTONS US LLPNEW YORKNY100201089PCGENERAL OPERATING EXPENSES$500,0001221 AVE OF THE AMERICAS
CITYMEALS-ON-WHEELS
355 LEXINGTON AVE THIRD FLNEW YORKNY10017PCGENERAL OPERATING EXPENSES$60,000
COLUMBIA BARNARD HILLEL INC
606 W 115TH STREETNEW YORKNY10025PCGENERAL OPERATING EXPENSES$50,000
COLUMBIA UNIVERSITY
RUSS BERRIE MEDICAL SCIENCENEW YORKNY10027PCGENERAL OPERATING EXPENSES$310,925PAVILION 1150 ST NICHOLAS AVE
COLUMBIA UNIVERSITY
630 WEST 168TH STREET PS ROOM 2-421NEW YORKNY10027PCGENERAL OPERATING EXPENSES$17,500
COLUMBIA UNIVERSITY
630 WEST 168TH STREET PS ROOM 2-421NEW YORKNY10027PCGENERAL OPERATING EXPENSES$276,996
COLUMBIA UNIVERSITY
630 WEST 168TH STREET PS ROOM 2-421NEW YORKNY10027PCGENERAL OPERATING EXPENSES$25,000
EPIC COALITION INC
ONE BOLAND DRIVE STE 101WEST ORANGENJ07052PCGENERAL OPERATING EXPENSES$18,000
FOUNDATION FOR FILIPINA WOMEN'S NETWORK
PO BOX 192143SAN FRANCISCOCA94119PCGENERAL OPERATING EXPENSES$5,000
FRIENDS OF BEZALEL ACADEMY OF ARTS AND DESIGN INC
244 5TH AVENUE STE 2734NEW YORKNY10001PCGENERAL OPERATING EXPENSES$24,500
FRIENDS OF JCC KRAKOW
74 LAFAYETTE AVENUESUFFERNNY10901PCGENERAL OPERATING EXPENSES$20,000
FRIENDS OF OFANIM INC
1255 DRUMMERS LANE STE 200WAYNEPA19087PCGENERAL OPERATING EXPENSES$100,000
GREATER BERGEN COMMUNITY ACTION INC
392 MAIN STREETHACKENSACKNJ07601PCGENERAL OPERATING EXPENSES$80,000
GREATER BERGEN COMMUNITY ACTION INC
392 MAIN STREETHACKENSACKNJ07601PCGENERAL OPERATING EXPENSES$400,000
HILLEL- THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 17TH STREET NWWASHINGTONDC200013724PCGENERAL OPERATING EXPENSES$50,000
HILLEL- THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 17TH STREET NWWASHINGTONDC200013724PCGENERAL OPERATING EXPENSES$52,500
HOLY NAME MEDICAL CENTER FOUNDATION
718 TEANECK ROADTEANECKNJ07666PCGENERAL OPERATING EXPENSES$25,000
HOLY NAME MEDICAL CENTER FOUNDATION
718 TEANECK ROADTEANECKNJ07666PCGENERAL OPERATING EXPENSES$5,000
IMPACT CUBED
441 SAXONY ROADENCINITASCA92024PCGENERAL OPERATING EXPENSES$50,000
IN(HEIR)ITANCE PROJECT LTD
352 WEST 117TH STREET 5ENEW YORKNY10026PCGENERAL OPERATING EXPENSES$35,000
INSTITUTE OF INTERNATIONAL EDUCATION INC
ONE WORLD TRADE CENTER 36TH FLOORNEW YORKNY10007PCGENERAL OPERATING EXPENSES$136,692
INTERFAITH AMERICA
141 W JACKSON BLVD STE 3200CHICAGOIL60604PCGENERAL OPERATING EXPENSES$55,000
ISRAEL ON CAMPUS COALITION
PO BOX 34640WASHINGTON DCDC20043PCGENERAL OPERATING EXPENSES$60,000
ISRAELI AMERICAN COUNCIL
6530 WINNETKA AVEWOODLAND HILLSCA91367PCGENERAL OPERATING EXPENSES$10,000
JESPY HOUSE
76 SOUTH ORANGE AVE SUITE 205SOUTH ORANGENJ070792112PCGENERAL OPERATING EXPENSES$15,000
JEWBELONG INC
45 AFTERGLOW WAYVERONANJ07044PCGENERAL OPERATING EXPENSES$5,000
JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH
5738 FORBES AVEPITTSBURGHPA15217PCGENERAL OPERATING EXPENSES$45,000
JEWISH COMMUNITY CENTER OF METROWEST INC
LEON TOBY COOPERMAN BDLG 760WEST ORANGENJ07052PCGENERAL OPERATING EXPENSES$33,000NORTHFIELD AVE
JEWISH COMMUNITY CENTER OF METROWEST INC
LEON TOBY COOPERMAN BDLG 760WEST ORANGENJ07052PCGENERAL OPERATING EXPENSES$1,000NORTHFIELD AVE
JEWISH COMMUNITY CENTER OF METROWEST INC
LEON TOBY COOPERMAN BDLG 760WEST ORANGENJ07052PCGENERAL OPERATING EXPENSES$43,000NORTHFIELD AVE
JEWISH COMMUNITY CENTER OF METROWEST INC
LEON TOBY COOPERMAN BDLG 760WEST ORANGENJ07052PCGENERAL OPERATING EXPENSES$85,000NORTHFIELD AVE
JEWISH COMMUNITY CENTER ON THE PALISADES
411 EAST CLINTON AVENUETENAFLYNJ07670PCGENERAL OPERATING EXPENSES$50,000
JEWISH COMMUNITY CENTER ON THE PALISADES
411 EAST CLINTON AVENUETENAFLYNJ07670PCGENERAL OPERATING EXPENSES$50,000
JEWISH COMMUNITY CENTER ON THE PALISADES
411 EAST CLINTON AVENUETENAFLYNJ07670PCGENERAL OPERATING EXPENSES$25,000
JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA
520 EIGHTH AVE 4TH FLNEW YORKNY10018PCGENERAL OPERATING EXPENSES$41,000
JEWISH COMMUNITY PROJECT OF LOWER MANHATTAN
146 DUANE STREETNEW YORKNY10013PCGENERAL OPERATING EXPENSES$15,000
JEWISH COUNCIL FOR PUBLIC AFFAIRS
25 BROADWAY SUITE 1700NEW YORKNY10004PCGENERAL OPERATING EXPENSES$30,000
JEWISH FAMILY AND CHILDREN'S SERVICES OF NORTHERN NEW JERSEY
1485 TEANECK ROADTEANECKNJ07666PCGENERAL OPERATING EXPENSES$10,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVEPARAMUSNJ07652PCGENERAL OPERATING EXPENSES$275,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVEPARAMUSNJ07652PCGENERAL OPERATING EXPENSES$100,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVEPARAMUSNJ07652PCGENERAL OPERATING EXPENSES$137,500
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVEPARAMUSNJ07652PCGENERAL OPERATING EXPENSES$25,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVEPARAMUSNJ07652PCGENERAL OPERATING EXPENSES$25,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVEPARAMUSNJ07652PCGENERAL OPERATING EXPENSES$44,500
JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700NEW YORKNY100041010PCGENERAL OPERATING EXPENSES$20,000
JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700NEW YORKNY100041010PCGENERAL OPERATING EXPENSES$75,000
JEWISH FOOD SOCIETY
873 BROADWAY 502NEW YORKNY10003PCGENERAL OPERATING EXPENSES$3,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCGENERAL OPERATING EXPENSES$30,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCGENERAL OPERATING EXPENSES$10,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCGENERAL OPERATING EXPENSES$30,000
JEWISH HERITAGE PROGRAMS
4032 SPRUCE STREETPHILADELPHIAPA19104PCGENERAL OPERATING EXPENSES$15,000
JEWISH HERITAGE PROGRAMS
4032 SPRUCE STREETPHILADELPHIAPA19104PCGENERAL OPERATING EXPENSES$15,000
JEWISH VOTERS UNITE INC
PO BOX 150WHITE PLAINSNY10602PCGENERAL OPERATING EXPENSES$40,000
KABBALAH CENTRE INTERNATIONAL
1062 ROBERSTON BLVDLOS ANGELESCA90035PCGENERAL OPERATING EXPENSES$2,000
KEREN SHITUF TORMIM (KESHET)
PCGENERAL OPERATING EXPENSES$5,000PO BOX 376 SHFAYIM CENTER 2ND FLSHFAYIMSHFAYIMIS
KEREN SHITUF TORMIM (KESHET)
PCGENERAL OPERATING EXPENSES$5,000PO BOX 376 SHFAYIM CENTER 2ND FLSHFAYIMSHFAYIMIS
KEREN SHITUF TORMIM (KESHET)
PCGENERAL OPERATING EXPENSES$10,000PO BOX 376 SHFAYIM CENTER 2ND FLSHFAYIMSHFAYIMIS
KEREN SHITUF TORMIM (KESHET)
PCGENERAL OPERATING EXPENSES$1,275,000PO BOX 376 SHFAYIM CENTER 2ND FLSHFAYIMSHFAYIMIS
KEREN SHITUF TORMIM (KESHET)
PCGENERAL OPERATING EXPENSES$5,000PO BOX 376 SHFAYIM CENTER 2ND FLSHFAYIMSHFAYIMIS
KEREN SHITUF TORMIM (KESHET)
PCGENERAL OPERATING EXPENSES$35,000PO BOX 376 SHFAYIM CENTER 2ND FLSHFAYIMSHFAYIMIS
KEREN SHITUF TORMIM (KESHET)
PCGENERAL OPERATING EXPENSES$5,000PO BOX 376 SHFAYIM CENTER 2ND FLSHFAYIMSHFAYIMIS
KEREN SHITUF TORMIM (KESHET)
PCGENERAL OPERATING EXPENSES$10,000PO BOX 376 SHFAYIM CENTER 2ND FLSHFAYIMSHFAYIMIS
KEREN SHITUF TORMIM (KESHET)
PCGENERAL OPERATING EXPENSES$10,000PO BOX 376 SHFAYIM CENTER 2ND FLSHFAYIMSHFAYIMIS
KEREN SHITUF TORMIM (KESHET)
PCGENERAL OPERATING EXPENSES$10,000PO BOX 376 SHFAYIM CENTER 2ND FLSHFAYIMSHFAYIMIS
KEREN SHITUF TORMIM (KESHET)
PCGENERAL OPERATING EXPENSES$10,000PO BOX 376 SHFAYIM CENTER 2ND FLSHFAYIMSHFAYIMIS
MAOZ-SEAL
PCGENERAL OPERATING EXPENSES$200,0004 HAMELACHA STREETLODLODIS
MAOZ-SEAL
PCGENERAL OPERATING EXPENSES$350,0004 HAMELACHA STREETLODLODIS
MAOZ-SEAL
PCGENERAL OPERATING EXPENSES$450,0004 HAMELACHA STREETLODLODIS
MAOZ-SEAL
PCGENERAL OPERATING EXPENSES$30,0004 HAMELACHA STREETLODLODIS
MODERN WIDOWS CLUB
127 W FAIRBANKS AVENUE 282WINTER PARKFL32789PCGENERAL OPERATING EXPENSES$5,000
MOISHE HOUSE
441 SAXONY ROAD BARN 2ENCINITASCA92024PCGENERAL OPERATING EXPENSES$25,000
MOISHE HOUSE
441 SAXONY ROAD BARN 2ENCINITASCA92024PCGENERAL OPERATING EXPENSES$96,374
MOMENTUM UNLIMITED INC
6101 EXECUTIVE BLVD STE 240ROCKVILLEMD20852PCGENERAL OPERATING EXPENSES$10,000
MOVE FOR HUNGER
7 THIRD AVENUENEPTUNE CITYNJ07753PCGENERAL OPERATING EXPENSES$1,000
NECHAMA-JEWISH DISASTER RESPONSE
PO BOX 17249SAINT PAULMN55117PCGENERAL OPERATING EXPENSES$18,000
NEW ISRAEL FUND
6 EAST 39TH STREET STE 301NEW YORKNY100160112PCGENERAL OPERATING EXPENSES$25,000
NEW JERSEY FEDERATION OF YOUNG MEN'S HEBREW ASSOCIATION AND YOUNG WOMEN'S H
21 PLYMOUTH STREETFAIRFIELD NJNJ07044PCGENERAL OPERATING EXPENSES$20,000
NEW JERSEY FEDERATION OF YOUNG MEN'S HEBREW ASSOCIATION AND YOUNG WOMEN'S H
21 PLYMOUTH STREETFAIRFIELD NJNJ07044PCGENERAL OPERATING EXPENSES$55,000
NEW YORK CITY POLICE FOUNDATION INC
555 FIFTH AVE15TH FLNEW YORKNY10017PCGENERAL OPERATING EXPENSES$5,000
N'KISI INSTITUTE
4980 S ALMA SCHOOL RD 2-509CHANDLERAZ85248PCGENERAL OPERATING EXPENSES$5,000
NLI USA INC
1441 BROADWAY SUITE 6072NEW YORKNY100364902PCGENERAL OPERATING EXPENSES$500,000
ONE SIMPLE WISH
1977 NORTH OLDEN AVE 292TRENTONNJ08618PCGENERAL OPERATING EXPENSES$1,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$5,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$25,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$5,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$10,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$5,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$50,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$10,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$150,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$50,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$10,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$75,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$65,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$10,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$7,500
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$75,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$250,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$65,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$45,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$25,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$100,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE ROOM 1500NEW YORKNY10017PCGENERAL OPERATING EXPENSES$8,000
RAMAPO COLLEGE FOUNDATION
505 RAMAPO VALLEY RDMAHWAHNJ074301623PCGENERAL OPERATING EXPENSES$275,515
RAMAPO COLLEGE FOUNDATION
505 RAMAPO VALLEY RDMAHWAHNJ074301623PCGENERAL OPERATING EXPENSES$333,123
RAMAPO COLLEGE FOUNDATION
505 RAMAPO VALLEY RDMAHWAHNJ074301623PCGENERAL OPERATING EXPENSES$350,000
RISING TIDE CAPITAL INC
PO BOX 10188PMB 56701NEWARKNJ071013188PCGENERAL OPERATING EXPENSES$5,000
RUTGERS HILLEL
70 COLLEGE AVENUENEW BRUNSWICKNJ08901PCGENERAL OPERATING EXPENSES$50,000
RUTGERS HILLEL
70 COLLEGE AVENUENEW BRUNSWICKNJ08901PCGENERAL OPERATING EXPENSES$15,500
SEFARIA INC
228 PARK AVENUE S STE 79262NEW YORKNY10003PCGENERAL OPERATING EXPENSES$10,000
SERVICES FOR CHILDREN WITH HIDDEN INTELLIGENCE (SCHI)
1771 MADISON AVENUE SUITE 8LAKEWOODNJ08701PCGENERAL OPERATING EXPENSES$25,000
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115PCGENERAL OPERATING EXPENSES$300,000
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115PCGENERAL OPERATING EXPENSES$10,000
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115PCGENERAL OPERATING EXPENSES$100,000
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115PCGENERAL OPERATING EXPENSES$7,500
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115PCGENERAL OPERATING EXPENSES$5,000
SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY
275 MCKINLEY AVENUENEW MILFORDNJ07646PCGENERAL OPERATING EXPENSES$50,000
START-UP NATION CENTRAL LTD (CC)
PCGENERAL OPERATING EXPENSES$140,00028 LILIENBLUM STREETTELAVIVTEL AVIVIS
THE ELISABETH MORROW SCHOOL
435 LYDECKER STREETENGLEWOODNJ07631PCGENERAL OPERATING EXPENSES$10,000
THE GIVING BACK FUND INC
500 COMMERCIAL ST STE 4RBOSTONMA02109PCGENERAL OPERATING EXPENSES$5,000
THE GOODNATION FOUNDATION INC
100 CROSBY ST SUITE 301NEW YORKNY10012PCGENERAL OPERATING EXPENSES$50,000
THE JEWISH COMMUNITY CENTER IN MANHATTAN INC
334 AMSTERDAM AVENUENEW YORKNY100238205PCGENERAL OPERATING EXPENSES$25,000
THE SHEBA FUND FOR HEALTH SERVICES AND RESEARCH
PCGENERAL OPERATING EXPENSES$600,000MSR - THE ISRAEL CENTER FOR MEDICALTEL HASHOMERTEL HASHOMERISSIMULATION BITAN 54 SHEBA MEDICAL C
THE SHEBA FUND FOR HEALTH SERVICES AND RESEARCH
PCGENERAL OPERATING EXPENSES$600,000MSR - THE ISRAEL CENTER FOR MEDICALTEL HASHOMERTEL HASHOMERISSIMULATION BITAN 54 SHEBA MEDICAL C
THE SHEBA FUND FOR HEALTH SERVICES AND RESEARCH
PCGENERAL OPERATING EXPENSES$750,000MSR - THE ISRAEL CENTER FOR MEDICALTEL HASHOMERTEL HASHOMERISSIMULATION BITAN 54 SHEBA MEDICAL C
THE VOLUNTEER CENTER OF BERGEN COUNTY INC
64 PASSAIC STREETHACKENSACKNJ07601PCGENERAL OPERATING EXPENSES$1,000
UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA
40 RECTOR ST 4TH FLNEW YORKNY10006PCGENERAL OPERATING EXPENSES$50,000
UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC
130 EAST 59TH STREETNEW YORKNY10022PCGENERAL OPERATING EXPENSES$150,000
UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC
130 EAST 59TH STREETNEW YORKNY10022PCGENERAL OPERATING EXPENSES$30,000
WOMEN'S RIGHTS INFORMATION CENTER
108 W PALISADE AVENUEENGLEWOODNJ07631PCGENERAL OPERATING EXPENSES$1,000
YOUNG JUDAEA GLOBAL INC
575 EIGHTH AVENUE 11TH FLOORNEW YORKNY100183549PCGENERAL OPERATING EXPENSES$10,000
YOUNG MENS-YOUNG WOMENS HEBREW ASSOCIATION OF BERGEN COUNTY
450 WEST NYACK ROADWEST NYACKNY10094PCGENERAL OPERATING EXPENSES$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,036,357TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN FRIENDS OF ITIM
POB 45435NEW YORKNY10018PCGENERAL OPERATING EXPENSES$200,000
AMERICAN FRIENDS OF NATAL INC
1120 AVENUE OF THE AMERICAS 4THNEW YORKNY10036PCGENERAL OPERATING EXPENSES$10,000FLOOR
AMERICANS FOR BEN-GURION UNIVERSITY INC
1001 AVENUE OF THE AMERICAS 19THNEW YORKNY10018PCGENERAL OPERATING EXPENSES$10,000FLOOR
BERGEN FAMILY CENTER INC
44 ARMORY STREETENGLEWOODNJ07631PCGENERAL OPERATING EXPENSES$5,000
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREET 22ND FLOORNEW YORKNY10038PCGENERAL OPERATING EXPENSES$5,000
DEEP SPRINGS CORPORATION
HC 72 BOX 45001DYERNV89010PCGENERAL OPERATING EXPENSES$20,000
DIABETES RESEARCH INSTITUTE FOUNDATION
200 SOUTH PARK ROAD STE 100HOLLYWOODFL33021PCGENERAL OPERATING EXPENSES$5,000
ENGLEWOOD HOSPITAL AND MEDICAL CENTER
350 ENGLE STREETENGLEWOODNJ07631PCGENERAL OPERATING EXPENSES$2,500
FIRST FRIENDS OF NEW JERSEY AND NEW YORK
53 SO HACKENSACK AVE 2ND FLOORKEARNYNJ07032PCGENERAL OPERATING EXPENSES$2,500
FUND FOR ISRAEL'S TOMORROW
3389 SHERIDAN STREET 488HOLLYWOODFL33021PCGENERAL OPERATING EXPENSES$8,500
JERUSALEM FOUNDATION INC
420 LEXINGTON AVE STE 1645NEW YORKNY10170PCGENERAL OPERATING EXPENSES$35,000
JEWISH COMMUNITY CENTER OF METROWEST INC
LEON TOBY COOPERMAN BLDG 760WEST ORANGENJ07052PCGENERAL OPERATING EXPENSES$1,000NORTHFIELD AVE
JEWISH COMMUNITY CENTER ON THE PALISADES
411 EAST CLINTON AVETENAFLYNJ07670PCGENERAL OPERATING EXPENSES$100,000
JEWISH COMMUNITY CENTER ON THE PALISADES
411 EAST CLINTON AVETENAFLYNJ07670PCGENERAL OPERATING EXPENSES$200,000
JEWISH COMMUNITY PROJECT OF LOWER MANHATTAN
146 DUANE STREETNEW YORKNY10013PCGENERAL OPERATING EXPENSES$10,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVEPARAMUSNJ07652PCGENERAL OPERATING EXPENESES$565,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVEPARAMUSNJ07652PCGENERAL OPERATING EXPENSES$20,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCGENERAL OPERATING EXPENSES$80,000
KABBALAH CENTRE INTERNATIONAL
1062 ROBERTSON BLVDLOS ANGELESCA90035PCGENERAL OPERATING EXPENSES$2,000
MOMENTUM UNLIMITED INC
6101 EXECUTIVE BLVD STE 240ROCKVILLEMD20852PCGENERAL OPERATING EXPENSES$8,500
MOVE FOR HUNGER
7 THIRD AVENUENEPTUNE CITYNJ07753PCGENERAL OPERATING EXPENSES$2,500
REFORMED CHURCH OF HIGHLAND PARK AFFORDABLE HOUSING CORPORATION
19 SOUTH 2ND AVENUEHIGHLAND PARKNJ08904PCGENERAL OPERATING EXPENSES$2,500
THE VOLUNTEER CENTER OF BERGEN COUNTY INC
64 PASSAIC STREETHACKENSACKNJ07601PCGENERAL OPERATING EXPENSES$4,000
THE WEXNER FOUNDATION
8000 WALTON PARKWAY STE 110NEW ALBANYOH43054PCGENERAL OPERATING EXPENSES$350,000
UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA
40 RECTOR ST 4TH FLNEW YORKNY10006PCGENERAL OPERATING EXPENSES$50,000
WOMEN'S RIGHTS INFORMATION CENTER
108 W PALISADE AVENUEENGLEWOODNJ07631PCGENERAL OPERATING EXPENSES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,704,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,431ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$970,538ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business900003BusinessCd
Unrelated Business Taxbl Incm$299,747UnrelatedBusinessTaxblIncmAmt
Exclusion01ExclusionCd
Exclusion$445,658ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$18,633,638ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescDEFERRED INCOME TAXESDesc
Related Or Exempt Function Incm$175,901RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$299,747UnrelatedBusinessTaxblIncmAmt
Exclusion$20,083,265ExclusionAmt
Related Or Exempt Function Incm$175,901RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,558,913TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementFEDERAL EXCISE TAXESRelationshipStatementTxt

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$87,475Amt
Net Investment Income$6,998NetInvestmentIncomeAmt
Disbursements Charitable Prps$76,980DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierOWNERSHIP OF CONTROLLED GROUPIdentifierTxt
Form And Line ReferenceFORM 990PF, PART VI-A, LINE 11FormAndLineReferenceDesc
Medium ExplanationRBF PHILANTHROPIC SERVICES, LTD., AN ISRAEL CORPORATION WHOLLY OWNED SUBISIDIARY OF THE FOUNDATIONEIN 51-XXX-XX-XXXX ROTHSCHILDTEL AVIV, ISRAELMediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (31 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMOON 2 FUNDFMV$2,151,844$2,151,844
ARISTOTLE BOSTON SMALL CAP EQUITY ACCOUNTFMV$7,200,601$7,200,601
ARTISAN INTERNATIONAL VALUE FUNDFMV$4,868,413$4,868,413
AVENUE EUROPE PRIVATE LENDINGFMV$3,219,062$3,219,062
AVENUE EUROPE SPECIAL SITUATIONSFMV$4,091,299$4,091,299
AXIOM INTERNATIONALFMV$9,890,177$9,890,177
BRIDGES ISRAELFMV$1,098,849$1,098,849
CANYON VALUE REALIZATION FUNDFMV$3,738,674$3,738,674
CORVEX OFFSHORE II LTDFMV$2,525,972$2,525,972
ENTRE CAPITALFMV$3,286,589$3,286,589
GOVERNORS LANEFMV$4,650,012$4,650,012
GQG PARTNERS EMERGING MARKETS EQUITY FUNDFMV$4,095,307$4,095,307
GSO CAPITAL SOLUTIONS OVERSEASFMV$25,005$25,005
JVP CAPITAL GROWTH OPPORTUNITY XFMV$4,410,320$4,410,320
JVP MEDIA VFMV$335,466$335,466
JVP VII LPFMV$6,792,279$6,792,279
JVP VII OPPORTUNITY LPFMV$4,594,913$4,594,913
JVP VIII LPFMV$4,441,738$4,441,738
LP - MILLENIUMFMV$3,716,089$3,716,089
OCH-ZIFF OVERSEAS FUND IIFMV$10,616$10,616
PITANGO HEALTHTECH FUND I, L.P.FMV$1,919,407$1,919,407
RIVULET CAPITALFMV$3,954,324$3,954,324
TAKWIN VENTURESFMV$423,547$423,547
TPG - AXON PARTNERS (OFFSHORE)FMV$189,496$189,496
TRI-VENTURESFMV$1,743,699$1,743,699
VANGUARD INST.FMV$30,631,678$30,631,678
VARDE INVESTMENT PARTNERSFMV$4,089,283$4,089,283
VIOLA PARTNERS FUND 4FMV$3,100,617$3,100,617
VIOLA PARTNERS FUND 5FMV$2,996,390$2,996,390
VPARTNERS IIIFMV$533,823$533,823
IANGELSFMV$60,316$60,316

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$25,187LegalFeesAmt
Net Investment Income$2,518NetInvestmentIncomeAmt
Disbursements Charitable Prps$22,669DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
REDEMPTION REC$1,996,135$6,173,099$6,173,099
BENEFICIAL INTEREST IN CHARITABLE LED UNITRUST$10,964,585$11,867,916$11,867,916
OPERATING LEASE RIGHT -OF-USE ASSETS$1,747,548$1,540,670$1,540,670

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$6,473,134Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$54,277$5,289$48,988
MISCELLANEOUS$31,707$3,089$28,618
OFFICE EXPENSE$11,913$1,161$10,752
TELEPHONE$10,926$1,065$9,861

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MISCELLANEOUS$5$5$5
PARTNERSHIP PASS THRU INVESTMENT K-1 OTHER INCOME$445,653$445,653$445,653
PARTNERSHIP PASS THRU INVESTMENT K-1 UBI$299,747$0$299,747
DEFERRED INCOME TAXES$175,901$175,901

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN VALUE OF CHARITABLE LEAD UNITRUSTDesc
Amt$1,817,646Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRRED TAX LIABILITY$701,620$525,719
LEASE LIABILITY$1,780,492$1,590,085

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER PROFESSIONAL FEES$1,781,563$178,156$1,603,407
INVESTMENT MANAGEMENT FEES$233,861$233,861$0
PARTNERSHIP PASS THRU INVESTMENT EXPENSES$1,045,545$1,045,545$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$166,484$16,232$150,252
PARTNERSHIP PASS THRU INTESTMENT -FOREIGN TAXES PAID$20,334$20,334$0
FEDERAL EXCISE TAXES$44,839$0$0

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