2019-10-09T08:20:45-05:00 2018-12-31 EISNERAMPER LLP 750 THIRD AVENUE NEW YORK NY 100172703 990 2018-01-01 135659965 Leo Baeck Institute Inc % WILLIAM WEITZER EXEC DIR LEOB 2127446400 15 W 16th Street New York NY 10011 WILLIAM WEITZER EXECUTIVE DIRECTOR 2127446400 2019-10-02 true WILLIAM EPSTEIN P01307171 2129498700 64.238.150.4 26505220192825000018 2019-10-09 P BF89B92ADF6B774FBF76079CE69737A6688C4B95 45E03A01E385EA2FD4321D9DC7B70482997C2D58 2018 2019-02-21 02:37:17Z William Weitzer 15 WEST 16TH STREET New York NY 10011 3530958 false X www.LBI.org X 1955 NY The mission of the Leo Baeck Institute is to study and preserve the to study and preserve the history and culture of German-speaking Jewry. 24 24 28 3 0 21429 2368211 3006623 5776 7403 237153 268175 31905 4820 2643045 3287021 74641 42055 0 0 1485090 1677636 0 0 313353 1198756 1156187 2758487 2875878 -115442 411143 3610447 3746221 78122 126015 3532325 3620206 X THE MISSION OF THE LEO BAECK INSTITUTE IS TO STUDY AND PRESERVE THE HISTORY AND CULTURE OF GERMAN-SPEAKING JEWRY. false false 470752 LIBRARY - THE LIBRARY OF THE LEO BAECK INSTITUTE IS INTERNATIONALLY RECOGNIZED AS THE MOST COMPREHENSIVE REPOSITORY FOR BOOKS DOCUMENTING THE HISTORY AND CULTURE OF GERMAN-SPEAKING JEWRY. OVER 80,000 VOLUMES AND 900 PERIODICAL TITLES PROVIDE IMPORTANT PRIMARY AND SECONDARY MATERIAL. RICH IN RARITIES RANGING FROM EARLY 16TH CENTURY WRITINGS, TO MOSES MENDELSSOHN AND HEINRICH HEINE, and FIRST EDITIONS AND DEDICATION COPIES OF WORKS BY MORE RECENT PROMINENT WRITERS, MANY OF ITS VOLUMES WERE SALVAGED FROM FAMOUS JEWISH LIBRARIES THAT WERE CONFISCATED AND DISPERSED BY THE NAZIS. MOST OF THE COLLECTION DEALS WITH CENTRAL EUROPEAN JEWRY DURING THE NINETEENTH AND EARLY TWENTIETH CENTURIES. IT ALSO INCLUDES MATERIAL DATING BACK AS FAR AS THE 16TH CENTURY AND IS AS CURRENT AS THE JEWISH POPULATION IN GERMANY TODAY. THE FOCUS OF THE COLLECTION IS ON THE DIVERSE CULTURE OF GERMAN-SPEAKING JEWRY, ESPECIALLY IN THE ARTS, SCIENCES, LITERATURE, PHILOSOPHY, AND RELIGION. 731351 5131 ARCHIVES - THE LEO BAECK INSTITUTE ARCHIVES IS THE OUTSTANDING collection of original documents OF ITS KIND. INDIVIDUALS, FAMILIES, AND ORGANIZATIONS HAVE DEPOSITED THEIR DOCUMENTS AT THE LBI. FAMILY PAPERS, COMMUNITY HISTORIES, AND BUSINESS AND PUBLIC RECORDS DATE BACK CENTURIES AND TOUCH UPON VIRTUALLY EVERY PHASE OF GERMAN-JEWISH LIFE. A UNIQUE COLLECTION OF OVER 2,000 MEMOIRS OFFERS RARE INSIGHTS INTO THE LIVES OF GERMAN JEWS FROM ALL WALKS OF LIFE FROM 1790 TO THE POST-WAR ERA. 188041 INTERNATIONAL ACTIVITIES - THE LEO BAECK INSTITUTE IS EXPLORING HOW ITS MISSION TO PRESERVE AND PROMOTE THE HISTORY AND CULTURE OF GERMAN-SPEAKING JEWRY APPLIES TO GERMANY TODAY. IN ADDITION TO MAINTAINING A BRANCH OF THE ARCHIVES AND A SMALL OFFICE in germany, THE INSTITUTE HAS EXPANDED ITS ELECTRONIC MEDIA IN GERMAN AND IS HOLDING LECTURES, EXHIBITIONS, AND OTHER PROGRAMS IN GERMANY. THE GOAL OF THESE ACTIVITIES IS TO BRING THE PERSPECTIVE OF THE GERMAN-JEWISH DIASPORA BACK TO SCHOLARS IN GERMANY, TO TODAYS GERMAN JEWS, AND TO THE GERMAN PUBLIC. 355348 ARTS AND EXHIBITS 162531 42055 2272 PUBLIC PROGRAMS 517879 42055 2272 1908023 true true false false false false false true false true true false false false false true true false false true true true false false true false false false true true false false false false false false false false true true false false false true false false false true X 19 0 true 28 true true true true GM false false false true true false false false false X 24 24 true false false false true true false true true false false true true true true true true true false false NY X WILLIAM WEITZER EXEC DIR 2127446400 15 WEST 16TH STREET NEW YORK NY 10011 RONALD B SOBEL PRESIDENT 1.0 1.0 X X 0 0 0 MICHAEL A BAMBERGER VICE PRESIDENT 1.0 1.0 X X 0 0 0 DAVID DETJEN VICE PRESIDENT 1.0 0.0 X X 0 0 0 AMY HOUSTON TREASURER 1.0 0.0 X X 0 0 0 DENNIS BAUM SECRETARY 1.0 0.0 X X 0 0 0 IRA H JOLLES TRUSTEE 1.0 1.0 X 0 0 0 BERNARD BLUM TRUSTEE 1.0 0.0 X 0 0 0 JAMES N DREYFUS TRUSTEE 1.0 0.0 X 0 0 0 WERNER GUNDERSHEIMER VICE PRESIDENT 1.0 0.0 X X 0 0 0 MICHAEL G JESSELSON TRUSTEE 1.0 1.0 X 0 0 0 JOSEF JOFFE TRUSTEE 1.0 0.0 X 0 0 0 JOAN C LESSING TRUSTEE 1.0 0.0 X 0 0 0 RALPH E LOEWENBERG TRUSTEE 1.0 0.0 X 0 0 0 ABRAHAM F LOWENTHAL TRUSTEE 1.0 0.0 X 0 0 0 DAVID MARWELL TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL A MEYER TRUSTEE 1.0 0.0 X 0 0 0 PAUL NEMITZ TRUSTEE 1.0 0.0 X 0 0 0 ROBERT S RIFKIND TRUSTEE 1.0 0.0 X 0 0 0 ELLIOT G SANDER LEE TRUSTEE 1.0 0.0 X 0 0 0 CHARLES E SCHEIDT TRUSTEE 1.0 0.0 X 0 0 0 RAYMOND VJ SCHRAG TRUSTEE 1.0 0.0 X 0 0 0 MARIAN SCHEUER SOFAER TRUSTEE 1.0 0.0 X 0 0 0 DAVID SORKIN TRUSTEE 1.0 0.0 X 0 0 0 KEN BAMBERGER TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM H WEITZER EXECUTIVE DIRECTOR 35.0 0.0 X 231870 0 1018 FRANK MECKLENBURG DIRECTOR OF RESEARCH 35.0 0.0 X 129522 0 9459 361392 0 10477 2 false true false 0 29250 257494 758119 1961760 27950 3006623 SALES OF BOOKS AND PUBLICATIONS 519100 2272 2272 ARCHIVE FEES 519100 5131 5131 7403 65509 65509 0 5280 5280 0 0 0 400149 197483 202666 202666 202666 46454 257494 46454 0 0 0 0 0 0 SUNDRY INCOME 812900 1749 1749 FOREIGN EXCHANGE LOSS 900099 -2209 -2209 -460 3287021 9152 271246 0 42055 42055 0 0 232888 123431 93155 16302 0 1181762 890565 159711 131486 0 157388 112813 28133 16442 105598 75691 18875 11032 0 0 40000 40000 0 0 0 256250 205499 0 50751 0 123738 35261 23360 65117 0 0 273986 62321 209175 2490 48023 27711 18115 2197 0 0 0 0 8589 8589 34978 34978 BOOKS, MATERIAL, MICROFILM 146081 145988 93 0 STORAGE 82967 82417 550 0 PROGRAM EVENTS 108541 94834 6907 6800 MISCELLANEOUS 33034 9437 12861 10736 2875878 1908023 654502 313353 160688 466721 282669 178125 35000 473974 0 0 0 0 0 0 0 0 0 0 36487 26567 331140 293897 11267 37243 3084336 2563591 0 0 0 0 0 0 0 0 3610447 3746221 78122 126015 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 78122 126015 X 896942 481481 1674569 1485625 960814 1653100 3532325 3620206 3610447 3746221 411143 -323262 X false true X true false X 2741135 2516756 2602328 2368211 3006623 13235053 0 0 2741135 2516756 2602328 2368211 3006623 13235053 985554 12249499 105750 96729 30506 74592 70789 378366 0 11639 32493 4397 8765 1749 59043 13672462 63473 0.89592 0.82817 X X X false 1222855 692286 -19831 53239 1842071 1042449 120000 121259 60853 1222855 947685 100000 52034 57270 1042449 891873 100000 10020 54208 947685 842981 100080 51188 891873 0.90000 0.10000 false false 317542 281457 36085 13598 12440 1158 37243 0 0 X 2963759 -323262 -323262 3287021 3287021 2875878 2875878 2875878 PART III, LINE 1A: Description of Collections Items: The Institute maintains a library collection of over 80,000 volumes and 1600 periodical titles, including: (i) rare and complete collections of various publications, providing important primary and secondary material for researchers and the general public; and (ii) archives of the written, oral, and visual legacy of German-speaking Jewry, including family trees and other genealogical material, travel-related emigration documents, and manuscripts, clippings and official documents pertaining to Jewish communities throughout Germany. The archival collections consist of about 10,000 collections of 2,000 memoirs, manuscripts, and more than 35,000 photos. In accordance with the collection policies of museums, the cost or value of the collections is not included in the institute's statements of the financial position. Purchases of collection items are recorded as expenses in the year in which the items are purchased. Likewise, contributed collections items are not included in the financial statements. The Institute reviews its collections and may periodically acquire or deaccess items. Proceeds from deaccessions are classified as unrestricted, except when donor restrictions apply. PART III, LINE 4: Description of collections Furthering the Institute's Exempt Purpose: THE LEO BAECK INSTITUTE (LBI) IS A CENTER FOR RESEARCH, EXHIBITIONS, AND EVENTS. ITS LIBRARY AND ARCHIVES OFFER THE MOST COMPREHENSIVE DOCUMENTATION FOR THE STUDY OF GERMAN JEWISH HISTORY. MOST OF LBI'S COLLECTION PERTAINS TO CENTRAL EUROPEAN JEWRY DURING THE NINETEENTH AND EARLY TWENTIETH CENTURIES. IT ALSO INCLUDES MATERIAL DATING AS FAR back AS THE 16TH CENTURY AND AS CURRENT AS THE JEWISH POPULATION IN GERMANY TODAY. THE FOCUS OF THE COLLECTION IS ON THE DIVERSE CULTURE OF GERMAN-SPEAKING JEWRY, ESPECIALLY IN THE ARTS, SCIENCES, LITERATURE, PHILOSOPHY, AND RELIGION. LBI'S ARCHIVES IS THE OUTSTANDING collection of original documents OF ITS KIND. FAMILY PAPERS, COMMUNITY HISTORIES, AND BUSINESS AND PUBLIC RECORDS DATE BACK CENTURIES AND TOUCH UPON VIRTUALLY EVERY PHASE OF GERMAN-JEWISH LIFE. PART V, QUESTION 4: USE OF ENDOWMENT: The Institutes endowment consists of four donor funds established for a variety of purposes supporting the overall mission of the Institute. PART X, QUESTION 2: FIN 48: The Institute is subject to the provisions of the Financial Accounting Standards Board's (the "FASB") Accounting Standards Codification ("ASC") Topic 740, Income Taxes, as it relates to accounting and reporting for uncertainty in income taxes. Because of the Institute's general tax-exempt status, management believes ASC Topic 740 has not had, and is not anticipated to have, a material impact on the Institute's financial statements. UNRELATED BUSINESS TAXABLE INCOME ('UBTI") TAX EXPENSE REPORTED IN THE STATEMENTS OF ACTIVITIES WAS APPROXIMATELY $4,500 DURING 2018, WHICH REPRESENTS THE INSTITUTE'S ACCRUED TAX ON TRANSPORTATION BENEFITS REQUIRED BY THE TAX CUTS AND JOBS ACT OF 2017 ("TCJA"), BEGINNING JANUARY 1, 2018. THE INSTITUTE WAS NOT SUBJECT TO ANY UBTI TAX EXPENSE PRIOR TO THE IMPLEMENTATION OF TCJA. true Europe (Including Iceland and Greenland) 1 Program Services Maint. of Collection 188041 1 1 188041 188041 false false false false false false PROGRAM SERVICES ALL PROJECTS AND ACTIVITIES ARE OVERSEEN BY THE BERLIN REPRESENTATIVE WHOSE WORK IS OVERSEEN BY THE EXECUTIVE DIRECTOR AND FINANCIAL TRANSACTIONS ARE FACILITATED BY THE EXECUTIVE SECRETARY AND MONITORED USING THE SAME FINANCIAL OVERSIGHT SYSTEMS AS ARE USED FOR U.S. EXPENSES. PART I, LINE 3 COLUMN (F) AMOUNT REPORTED USING THE ACCRUAL BASIS OF ACCOUNTING. GALA 303948 257494 46454 46454 0 303948 257494 46454 46454 46454 true FELLOWSHIPS 5 42055 FMV MONITORING THE USE OF GRANT FUNDS SCHEDULE I, SECTION I, QUESTION 2 FELLOWSHIP RECIPIENTS ARE REQUIRED TO PERFORM RESEARCH AT THE INSTITUTE AND PRESENT SATISFACTORY RESULTS OF THEIR PROJECT. X false false false false false false false false false WILLIAM H WEITZER EXECUTIVE DIRECTOR 231870 0 0 0 0 0 0 0 1018 0 232888 0 0 0 FRANK MECKLENBURG DIRECTOR OF RESEARCH 129522 0 0 0 0 0 0 0 9459 0 138981 0 0 0 SCHEDULE J PART I LINE 7 EXECUTIVE COMPENSATION: THE COMPENSATION OF THE EXECUTIVE DIRECTOR WAS DETERMINED BY THE BOARD OF TRUSTEES. X see supplemental inf X 3 27950 FMV false true true SCHEDULE M, LINE 4: BOOKS AND PUBLICATIONS CONTRIBUTED TO THE INSTITUTE ARE NEITHER COUNTED AS REVENUES ON FORM 990 NOR CAPITALIZED, IN ACCORDANCE WITH THE INSTITUTE'S POLICIES REGARDING COLLECTION ITEMS. SEE ALSO SUPPLEMENTAL INFORMATION ON SCHEDULE D. SCHEDULE M, LINE 32a: The Institute receives donated securities which in turn are converted to cash proceeds from sales of donated securities through UNRELATED INTERMEDIARY ORGANIZATIONS. FORM 990, PART V, LINE 3B DUE TO THE TAX CUTS AND JOBS ACT, THE LEO BAECK INSTITUTE, INC. WAS SUBJECT TO UBIT ON THE DISALLOWED PARKING AND TRANSIT BENEFITS FOR ITS EMPLOYEES AND ACCORDINGLY, FILED FORM 990-T. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP: MICHAEL A. BAMBERGER, VICE PRESIDENT; KEN BAMBERGER, TRUSTEE; AMY HOUSTON, TREASURER; AND BERNARD BLUM, TRUSTEE, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 AND 7A: MEMBERSHIP: Members of the Institute consist of the board of trustees. The Institute's board of trustees is comprised of three classes, all with equal voting rights. The board of TRUSTEES are elected by a plurality of the votes cast at a meeting of the members. At any meeting of the members, each member will be entitled to one vote. FORM 990, PART VI, SECTION B, LINE 8B: MINUTES OF SUBCOMMITTEES: Minutes of the all committees are Contemporaneously recorded. FORM 990, PART VI, SECTION B, LINE 11B: REVIEW OF FORM 990: DRAFT TAX RETURN IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C: CONFLICT OF INTEREST POLICY: BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE ANY RELATIONSHIPS, PERSONAL OR BUSINESS, WITH LEO BAECK INSTITUTE AND ANY OTHER RELATED ENTITY. FORM 990, PART VI, SECTION B, LINE 15: EXECUTIVE COMPENSATION: THE COMPENSATION OF THE EXECUTIVE DIRECTOR WAS DETERMINED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 18: AVAILABILITY OF FORMS: THE AFOREMENTIONED FORMS ARE AVAILABLE ON REQUEST. FORM 990, PART VI, SECTION C, LINE 19: AVAILABILITY OF GOVERNANCE DOCUMENTS: THE AFOREMENTIONED DOCUMENTS ARE AVAILABLE ON REQUEST. THE CENTER FOR JEWISH HISTORY 15 WEST 16TH STREET NEW YORK NY 10011 133863344 REPOSITORY NY 501(C)(3) 7 NA false false false false false false false false false false false false false false true false true false false false FORM 990, SCHEDULE R, PART II, LINE 1: Additional RELATED PARTY information: In October 1995, the Institute, along with three other not-for-profit organizations, the American Jewish Historical Society, the YIVO Institute for Jewish Research, Inc., and the Yeshiva University Museum signed an agreement forming the Center for Jewish History, Inc. (the "Center"), a separate, 501(c)(3) not-for-profit corporation. Thereafter, the American Sephardi Federation entered into a supplemental agreement with the initial members which provided for its membership into the Center. Upon liquidation of the Center, member organizations would be entitled to receive a share of the proceeds of the liquidation, subject to certain senior claims. Liquidation of the Center requires the consent of all member organizations. The Center provides for the operation of the Institute's operating facility, including (i) maintenance of all offices and specialized areas; (ii) control of the mechanical systems for the building; (iii) maintenance of elevators; (iv) support for all technology; (v) security; and (vi) many other related services. The Center is a repository for the Institute's archival documents, books, photographs, paintings, and artifacts. Although the Center derives its revenue from sources typical of not-for-profit enterprises, revenues generated by the Center are not sufficient to cover its operating expenses. For the years 2018 and 2017, the Institute and the other members of the center agreed to PAY an aggregate amount of $1,200,000 each year, to cover the Center's operating costs. The amount contributed by each member was based upon the member's allocated space at the Center. In addition to the facility services agreement, in 2010, the Institute and the Center entered into an agreement whereby the Institute would operate the day-to-day operations of the Center's microfilm laboratory. Then, in 2014, the Institute and the Center entered into an agreement whereby the Center would provide accounting and other administrative functions to the Institute. However, for 2017 and thereafter, the Institute amended this relationship with the Center, which will no longer handle the bulk of the accounting services for the Institute; instead, the Institute will handle its own accounting function. During 2017, the Center and other member organizations entered into an amended agreement that included THE CENTER FOR JEWISH HISTORY updatING ITS bylaws and other governance related matters to further enhance and strengthen the collaboration among the five member organizations. In relation to its agreements with the Center, the Institute incurred operating expenses of $249,018 and $237,160 for 2018 and 2017, respectively.