2019-05-02T08:50:28-05:00 2018-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2017-07-01 463736290 BBYO FUND FOR THE FUTURE INC BBYO 2028576633 800 8TH STREET NW WASHINGTON DC 20001 JANICE BIGELOW CHIEF FINANCIAL OFFICER 2028576633 2019-05-02 1 3019519090 75.103.231.202 2019-05-02 09:50:24 ED P 4FA38BE9C690C82C721A5060F87FC7588CB81F81 5E0860A9D8A9C59B151EC8CCA8566852D0CFA5CE 2017 2019-02-21 02:37:17Z MATTHEW GROSSMAN 800 8TH STREET NW WASHINGTON DC 20001 743983 0 X WWW.BBYO.ORG X 2013 DC SEE PART III, LINE 1. 5 5 0 5 0 0 1072494 583179 0 0 6280 160804 0 0 1078774 743983 0 0 0 0 0 0 0 0 0 837 5291 837 5291 1077937 738692 1112232 1802402 0 0 1112232 1802402 X THE PURPOSES OF THE BBYO FUND FOR THE FUTURE, INC (THE FUND) IS TO: ACCEPT ENDOWMENTS, REVENUE FROM MATURED PLANNED GIFTS, AND DESIGNATED DONORS; PROVIDE CONSISTENTLY INCREASING (ANNUAL) DISTRIBUTIONS TO BBYO TO CARRY OUT ITS MISSION; TO OVERSEE THE INVESTMENT OF THE FUND'S ASSETS TO OPTIMIZE THE LONG-TERM SUPPORT IT PROVIDES TO BBYO; AND, UPON REQUEST FROM BBYO, TO ISSUE PRUDENT LOANS AND/OR TO MAKE DISTRIBUTIONS TO BBYO FROM THE FUND'S UNRESTRICTED ASSETS. 0 0 THE PURPOSES OF THE FUND ARE TO ACCEPT ENDOWMENTS, REVENUE FROM MATURED PLANNED GIFTS, AND DESIGNATED DONORS; PROVIDE CONSISTENTLY INCREASING (ANNUAL) DISTRIBUTIONS TO BBYO TO CARRY OUT ITS MISSION; TO OVERSEE THE INVESTMENT OF THE FUND'S ASSETS TO OPTIMIZE THE LONG-TERM SUPPORT IT PROVIDES TO BBYO; AND, UPON REQUEST FROM BBYO, TO ISSUE PRUDENT LOANS AND/OR TO MAKE DISTRIBUTIONS TO BBYO FROM THE FUND'S UNRESTRICTED ASSETS. 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X JANICE BIGELOW 2028576633 800 8TH STREET NW WASHINGTON DC 20001 X ESTEE PORTNOY CHAIR 1.00 1.00 X X 0 0 0 SUSAN GOLDSMITH BOARD MEMBER 1.00 1.00 X 0 0 0 PHYLLIS TABACHNIK BOARD MEMBER 1.00 0.00 X 0 0 0 HOWARD WOHL BOARD MEMBER 1.00 0.00 X 0 0 0 TED PERLMAN BOARD MEMBER 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 0 583179 583179 820 820 159984 0 159984 159984 159984 743983 0 0 160804 5291 5291 5291 0 5291 0 1112232 1802402 1112232 1802402 0 0 X 73179 1112232 1729223 1112232 1802402 1112232 1802402 738692 -48522 0 X 0 1 X 1 0 X X 1 B'NAI B'RITH YOUTH ORGANIZATION 311794932 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1112232 583179 112282 5291 1802402 1072524 40575 837 1112232 0.04060 0.95940 0 0 0 X 33417088 -48522 33304806 33256284 160804 583179 583179 743983 33413045 33407754 33407754 5291 0 5291 PART V, LINE 4: SUPPORT OF VARIOUS ACTIVITIES, INCLUDING, BUT NOT LIMITED TO, COMMUNITY SERVICE PROJECTS, SUPPORT FOR PARTICIPATION OF TEENS WITH SPECIAL NEEDS, LEADERSHIP TRAINING AND DEVELOPMENT, AND JUDIAC STUDY. PART X, LINE 2: FOR THE YEAR ENDED ENDED JUNE 30, 2018, THE ORGANIZATIONS HAVE DOCUMENTED THEIR CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAVE DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF RELATED ORGANIZATION INCLUDED ON THE 33,304,806. CONSOLIDATED FINANCIAL STATEMENTS AND EXCLUDED FOR FORM 990 REPORTING. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANT FROM RELATED ORGANIZATION ELIMINATED ON THE 583,179. CONSOLIDATED FINANCIAL STATEMENTS AND INCLUDED FOR FORM 990 REPORTING. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE OF RELATED ORGANIZATION INCLUDED ON THE 33,407,754. CONSOLIDATED FINANCIAL STATEMENTS AND EXCLUDED FOR FORM 990 REPORTING. FORM 990, PART VI, SECTION A, LINE 6 THE FUND'S SOLE MEMBER IS BBYO, INC. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER HAS THE ABILITY TO APPOINT AND REMOVE THE BOARD OF THE FUND. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE INDEPENDENT ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. A COPY OF THE RETURN WAS SENT TO THE FULL BOARD FOR REVIEW BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH DIRECTOR, OFFICER, AND EMPLOYEE COMPLETES A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH S/HE IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFILCT OF INTEREST. PRIOR TO BOARD ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING DISCLOSES ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE ARE REFLECTED IN THE MINUTES OF THE MEETING. IF BOARD MEMBERS ARE AWARE THAT STAFF OR OTHER VOLUNTEERS HAVE A CONFLICT OF INTEREST, RELEVANT FACTS ARE DISCLOSED BY THE BOARD MEMBER OR BY THE INTERESTED PERSON HIM/HERSELF IF INVITED TO THE BOARD MEETING AS A GUEST FOR PURPOSES OF DISCLOSURE. A DIRECTOR OR MEMBER WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST DISCLOSES TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CHAIR REPORTS THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE IS REFLECTED IN THE MINUTES OF THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST DOES NOT PARTICIPATE NOR BE PERMITTED TO HEAR THE BOARD'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. THE INTERESTED PERSON WILL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING WILL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND WILL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. SUCH PERSON'S INELIGIBILITY TO VOTE WILL BE REFLECTED IN THE MINUTES OF THE MEETING. INTERESTED PERSONS WHO ARE NOT MEMBERS OF THE BOARD OF DIRECTORS, OR WHO HAVE A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT IS NOT THE SUBJECT OF BOARD ACTION, WILL DISCLOSE TO THEIR SUPERVISOR, OR THE CHAIR, OR THE CHAIR'S DESIGNEE, ANY CONFLICT OF INTEREST THAT SUCH INTERESTED PERSON HAS WITH RESPECT TO A CONTRACT OR TRANSACTION. SUCH DISCLOSURE IS MADE AS SOON AS THE CONFLICT OF INTEREST IS KNOWN TO THE INTERESTED PERSON. THE INTERESTED PERSON REFRAINS FROM ANY ACTION THAT MAY AFFECT THE ORGANIZATION'S PARTICIPATION IN THE CONTRACT OR TRANSACTION. IN THE EVENT IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT DISCLOSES THE CIRCUMSTANCES TO HIS OR HER SUPERVISOR OR THE CHAIR OR THE CHAIR'S DESIGNEE, WHO DETERMINES WHETHER FULL BOARD DISCUSSION IS WARRANTED OR WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE DAY-TO-DAY ACTIVITIES OF THE ORGANIZATION ARE RUN BY A NON-COMPENSATED BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE ON A CASE-BY-CASE BASIS, SUBJECT TO THE DISCRETION OF THE ORGANIZATION. B'NAI B'RITH YOUTH ORGANIZATION 800 8TH STREET NW WASHINGTON DC 20001 311794932 JEWISH YOUTH ORGANIZATION DC 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BBYO C 583179 FMV