JERUSALEM FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JERUSALEM FOUNDATION INC (EIN 13-2563745)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202503179349311480
- Schema version
- 2024v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T18:20:37+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVE 38TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132563745 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JERUSALEM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JERU | BusinessNameControlTxt |
| Phone | 2126974188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 WEST 60TH STREET FL 2 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RABBI JOY LEVITT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL HAMMERSCHMIDT | PreparerPersonNm |
| PTIN | P01384178 | PTIN |
| Phone | 2128858000 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RABBI JOY LEVITT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 WEST 60TH STREET FL 2 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,904,291 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JERUSALEMFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | JERUSALEM FOUNDATION, INC. MAKES GRANTS FOR PROJECTS IN JERUSALEM SUCH AS PARKS, LIBRARIES, COMMUNITY CENTERS, AND ARCHAEOLOGICAL, HEALTH, SOCIAL AND CULTURAL ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $10,214,719 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,066,827 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $747,815 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,778,594 | CYInvestmentIncomeAmt |
| PY Other Revenue | $189,275 | PYOtherRevenueAmt |
| CY Other Revenue | $158,067 | CYOtherRevenueAmt |
| PY Total Revenue | $11,151,809 | PYTotalRevenueAmt |
| CY Total Revenue | $16,003,488 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,672,900 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,694,224 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,203,364 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $647,515 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $467,871 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $830,466 | PYOtherExpensesAmt |
| CY Other Expenses | $882,259 | CYOtherExpensesAmt |
| PY Total Expenses | $13,706,730 | PYTotalExpensesAmt |
| CY Total Expenses | $14,223,998 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,554,921 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,779,490 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,434,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,419,427 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $405,501 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,246,015 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,028,601 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,173,412 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WITH UNIVERSAL AND JEWISH VALUES AS THE SOURCE OF ITS INSPIRATION, THE JERUSALEM FOUNDATION SEEKS TO CREATE A JUST SOCIETY FOR ALL CITIZENS OF JERUSALEM. THE JERUSALEM FOUNDATION WORKS TOWARD CREATING AN OPEN, EQUITABLE AND MODERN SOCIETY BY RESPONDING TO THE NEEDS OF RESIDENTS AND TRYING TO IMPROVE THEIR QUALITY OF LIFE. THE JERUSALEM FOUNDATION WILL CONTINUE TO PIONEER CHANGE WHILE AT THE SAME TIME SUPPORTING EFFORTS TO PRESERVE THE HISTORY OF THE CITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $12,694,224 | ExpenseAmt |
| Grant | $12,694,224 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | JERUSALEM FOUNDATION, INC. MAKES GRANTS FOR PROJECTS IN JERUSALEM SUCH AS PARKS, LIBRARIES, COMMUNITY CENTERS, AND ARCHAEOLOGICAL, HEALTH, SOCIAL AND CULTURAL ACTIVITIES. | Desc |
| Total Program Service Expenses | $12,694,224 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAL VIRGADAULA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126974188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 WEST 60TH STREET 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RABBI JOY LEVITT | ||||||
| CEO eff. 6/2024/BOARD MEMBER (THRU 5/2024) | 14.0 | Yes (X) | Yes (X) | $130,000 | $0 | $10,250 |
| STEPHEN R REINER | ||||||
| SECRETARY/TREASURER | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVEN SCHEINFELD | ||||||
| CHAIRMAN | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALAN G HASSENFELD | ||||||
| CHAIRMAN EMERITUS | 1.0 | Yes (X) | $0 | $0 | $0 | |
| ALLEN MODEL | ||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |
| AMBASSADOR LYNDON OLSON JR | ||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |
| CASSIE ARISON | ||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |
| CRAIG REICHER | ||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |
| DANIEL CROWN | ||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID KRAUSS | ||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID N BOTTOMS JR | ||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID RECANATI | ||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |
| DR JORDAN KASSALOW | ||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |
| ISAAC APPLBAUM | ||||||
| DIRECTOR (THRU 9/2024) | 1.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN SHAPIRO | ||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |
| LESTER CROWN | ||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |
| LINDA JESSELSON | ||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |
| MITCHELL E RUDIN | ||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |
| NATHAN LEIGHT | ||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |
| SHEILA LAMBERT | ||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |
| STEVEN KLEIN | ||||||
| DIRECTOR (AS OF 9/2024) | 1.0 | Yes (X) | $0 | $0 | $0 | |
| SUSAN BLOCK CASDIN | ||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |
| THEODORE MIRVIS | ||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH NADIS | ||||||
| EXECUTIVE DIRECTOR (THRU 11/2024) | 35.0 | Yes (X) | $281,434 | $0 | $19,547 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $411,434 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $29,797 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARABELLA ADVISORS INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1828 L STREET NW SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ACCOUNTING | ServicesDesc |
| Compensation | $223,920 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $13,066,827 | AllOtherContributionsAmt |
| Noncash Contributions | $308,854 | NoncashContributionsAmt |
| Total Contributions | $13,066,827 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,379,666 | TotalRevenueColumnAmt |
| Exclusion | $2,379,666 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,804 | TotalRevenueColumnAmt |
| Exclusion | $155,804 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,299,731 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,900,803 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $398,928 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $398,928 | TotalRevenueColumnAmt |
| Exclusion | $398,928 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,263 | TotalRevenueColumnAmt |
| Exclusion | $2,263 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,263 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,003,488 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,936,661 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,694,224 | TotalAmt |
| Program Services | $12,694,224 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,231 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $247,547 | ManagementAndGeneralAmt |
| Fundraising | $193,684 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,045 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $65,667 | ManagementAndGeneralAmt |
| Fundraising | $51,378 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,016 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $18,523 | ManagementAndGeneralAmt |
| Fundraising | $14,493 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,126 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $14,096 | ManagementAndGeneralAmt |
| Fundraising | $11,030 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,097 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $17,446 | ManagementAndGeneralAmt |
| Fundraising | $13,651 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,207 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $290,207 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,418 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $93,418 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,037 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $68,780 | ManagementAndGeneralAmt |
| Fundraising | $47,257 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,590 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $25,651 | ManagementAndGeneralAmt |
| Fundraising | $13,939 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,659 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $50,386 | ManagementAndGeneralAmt |
| Fundraising | $2,273 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,536 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $91,750 | ManagementAndGeneralAmt |
| Fundraising | $71,786 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,212 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $54,539 | ManagementAndGeneralAmt |
| Fundraising | $42,673 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,599 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $897 | ManagementAndGeneralAmt |
| Fundraising | $702 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,642 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $9,642 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,958 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $6,958 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Total | $11,401 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $6,396 | ManagementAndGeneralAmt |
| Fundraising | $5,005 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,223,998 | TotalAmt |
| Program Services | $12,694,224 | ProgramServicesAmt |
| Management And General | $1,061,903 | ManagementAndGeneralAmt |
| Fundraising | $467,871 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,372 | BOYAmt |
| EOY | $1,289,478 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,620,990 | BOYAmt |
| EOY | $12,404,313 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,293,094 | BOYAmt |
| EOY | $5,966,896 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,553 | BOYAmt |
| EOY | $48,220 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $268,216 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $257,329 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,809 | BOYAmt |
| EOY | $10,887 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,485,892 | BOYAmt |
| EOY | $22,857,219 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,449,359 | BOYAmt |
| EOY | $2,699,008 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,033 | BOYAmt |
| EOY | $143,406 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,434,102 | BOYAmt |
| EOY | $45,419,427 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,301 | BOYAmt |
| EOY | $144,659 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,200 | BOYAmt |
| EOY | $5,101,356 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,501 | BOYAmt |
| EOY | $5,246,015 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,402,993 | BOYAmt |
| EOY | $20,052,782 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,625,608 | BOYAmt |
| EOY | $20,120,630 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,028,601 | BOYAmt |
| EOY | $40,173,412 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,434,102 | BOYAmt |
| EOY | $45,419,427 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,779,490 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $365,321 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,858,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,800,719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,482,452 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,214,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,066,827 | CurrentTaxYearAmt |
| Total | $62,422,974 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,858,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,800,719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,482,452 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,214,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,066,827 | CurrentTaxYearAmt |
| Total | $62,422,974 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $30,069,816 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,353,158 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,420,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,334,744 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,558,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,522,727 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,535,470 | CurrentTaxYearAmt |
| Total | $10,371,345 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,501 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,263 | CurrentTaxYearAmt |
| Total | $12,298 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $72,806,617 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.44437 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44192 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - 0.0, COLUMN B - 9501.0, COLUMN C - 0.0, COLUMN D - 534.0, COLUMN E - 2263.0, COLUMN F - 12298.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,268,369 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,673,797 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $857,830 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $95,314 | AdministrativeExpensesAmt |
| End Year Balance | $24,989,022 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,024,835 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,913,820 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,577,407 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $92,879 | AdministrativeExpensesAmt |
| End Year Balance | $23,268,369 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,666,116 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$3,719,453 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $829,645 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $92,183 | AdministrativeExpensesAmt |
| End Year Balance | $22,024,835 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,641,915 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,019,766 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $896,009 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $99,556 | AdministrativeExpensesAmt |
| End Year Balance | $26,666,116 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,011,758 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,731,347 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $991,071 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $110,119 | AdministrativeExpensesAmt |
| End Year Balance | $24,641,915 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.4919 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.2199 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.2882 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,766 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,890 | DepreciationAmt |
| Book Value | $4,876 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $129,537 | OtherCostOrOtherBasisAmt |
| Depreciation | $128,104 | DepreciationAmt |
| Book Value | $1,433 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $92,913 | OtherCostOrOtherBasisAmt |
| Depreciation | $88,335 | DepreciationAmt |
| Book Value | $4,578 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,887 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| SEI VISTA FUND, LTD | $1,195,697 | F |
| SEI STRUCTURED CREDIT | $1,503,311 | F |
| SCULPTOR OVERSEAS FUND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,699,008 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| DUE TO JERUSALEM FOUNDATION, ISRAEL | $5,000,000 |
| OPERATING LEASES | $101,356 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,101,356 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,527,264 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $365,321 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $251,873 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $617,194 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,910,070 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $93,418 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $93,418 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,003,488 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,382,453 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $251,873 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $251,873 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,130,580 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $93,418 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $93,418 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,223,998 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V | The Board-Designated Endowment was previously excluded from reporting in prior years. It is now included in the current year and prior year amounts have been updated to reflect this correction. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE ENDOWMENT IS USED TO FUND BOARD-APPROVED PROGRAMS AND PROJECTS IN JERUSALEM. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | UNDER ASC 740, INCOME TAXES, AN ORGANIZATION MUST RECOGNIZE THE TAX IMPACT OF A TAX POSITION TAKEN ON A TAX RETURN WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE FOUNDATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE FOUNDATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. ADDITIONALLY, THE FOUNDATION HAS FILED IRS FORM 990 TAX RETURNS, AS REQUIRED, AND ALL OTHER APPLICABLE RETURNS IN JURISDICTIONS WHEN IT IS REQUIRED. FOR THE YEAR ENDED DECEMBER 31, 2024, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE STATEMENT OF ACTIVITIES. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING AUTHORITIES. AS OF DECEMBER 31, 2024, THE FOUNDATION WAS NOT SUBJECT TO ANY EXAMINATION BY A TAXING AUTHORITY. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Middle East and North Africa | Grantmaking | $12,694,224 |
| Central America and the Caribbean | Investments | $2,699,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $15,393,232 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $15,393,232 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Middle East and North Africa | RegionTxt |
| Purpose Of Grant | CHARITABLE PROJECTS | PurposeOfGrantTxt |
| Cash Grant | $12,694,224 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | GRANTS ARE GIVEN THROUGHOUT THE YEAR TO THE JERUSALEM FOUNDATION, ISRAEL TO SUPPORT VARIOUS PROJECTS AND PROGRAMS. THE JERUSALEM FOUNDATION, ISRAEL PROVIDES MONTHLY UPDATES ON PROJECT AND PROGRAM ACTIVITY TO THE JERUSALEM FOUNDATION, INC. GRANT FUNDS PROVIDED ARE ALSO MONITORED AGAINST PROGRAM BUDGETS AND SIGNIFICANT VARIANCES ARE EXPLAINED. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual |
| Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements | MIDDLE EAST AND NORTH AFRICA-Accrual |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH NADIS | PersonNm |
| Title | EXECUTIVE DIRECTOR (THRU 11/2024) | TitleTxt |
| Base Compensation Filing Org | $281,434 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $19,547 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $300,981 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $308,854 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - MARKET QUOTATION | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN (B) | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBERS OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15 LINE 15A: | THE INDEPENDENT BOARD OF DIRECTORS OF THE ORGANIZATION HAVE EMPOWERED THE BOARD CHAIRMAN AND GENERAL COUNSEL TO REVIEW AND DETERMINE THE SALARY OF THE CEO OF THE ORGANIZATION. RECENT SALARY SURVEY DATA OF SIMILAR-SIZED NONPROFIT ORGANIZATIONS IN THE NY METROPOLITAN AREA ARE REVIEWED TO DETERMINE A REASONABLE AND COMPETITIVE SALARY FOR THE POSITION. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | LESTER CROWN - Family relationship, DANIEL CROWN - Family relationship, DAVID KRAUSS - Family relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE AUDIT COMMITTEE IS AUTHORIZED BY THE BOARD OF DIRECTORS TO REVIEW FORM 990. THE ORGANIZATION'S AUDIT FIRM PROVIDES THE AUDIT COMMITTEE WITH A DRAFT OF FORM 990 WHICH THE COMMITTEE THEN REVIEWS FOR COMPLETENESS AND ACCURACY. THE AUDIT FIRM THEN ADDRESSES ANY CONCERNS OR REVISIONS TO FORM 990 PROPOSED BY THE AUDIT COMMITTEE. THE AUDIT COMMITTEE THEN ACCEPTS THE FORM 990. THE FORM 990 IS THEN DISTRIBUTED TO THE FULL BOARD OF DIRECTORS BEFORE BEING FILED WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE BOARD-APPROVED CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL BOARD MEMBERS AND KEY EMPLOYEES. ON AN ANNUAL BASIS, BOARD MEMBERS AND KEY EMPLOYEES MUST DISCLOSE ANY CONFLICTS THAT HE OR SHE MAY HAVE BY COMPLETING THE CONFLICTS OF INTEREST DISCLOSURE FORM AND SUBMITTING IT TO A MEMBER OF THE ORGANIZATION'S MANAGEMENT FOR REVIEW. BOARD MEMBERS AND KEY EMPLOYEES ARE ALSO RESPONSIBLE FOR PROMPTLY DISCLOSING ANY CONFLICT. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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