2017-11-21T12:35:56-06:00 2017-06-30 132781641 Mitchell & Titus LLP One Battery Park Plaza New York NY 10004 990 2016-07-01 132896345 Jackie Robinson Foundation Inc JACK 2122908600 75 VARICK STREET 2ND FLOOR New York NY 100131917 della britton baeza president and ceo 2122908600 2017-11-21 1 Frederick E Davis Jr P00446023 2127094500 144.121.106.186 2017-11-21 12:34:28 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 967D3CD829B811446B72C6282C61D660DAA39130 2016 2017-02-10 21:41:12Z DELLA BRITTON BAEZA 75 VARICK STREET 2ND FLOOR New York NY 100131917 20422726 0 X www.jackierobinson.org X 1973 NY see schedule o 36 35 23 250 0 0 9052444 10584587 0 0 223317 1050233 -486135 -228441 8789626 11406379 1384474 1625999 0 0 2297859 2062852 92800 0 1852989 4481931 5108313 8257064 8797164 532562 2609215 22565937 24580817 7033337 6709377 15532600 17871440 X see schedule o 0 0 4741168 1625002 0 Mentoring and Leadership Development Program: provides a comprehensive program of direct grants, intensive mentoring, professional and life skills development and career guidance for under-served minority youth. 634617 723 0 PUBLIC INFORMATION: PROVIDES TO THE PUBLIC GENERAL INFORMATION ABOUT THE ACTIVITIES OF THE FOUNDATION AND SERVICES PROVIDED TO STUDENTS. 216551 274 0 Archives: Chronicles Jackie Robinson's life in baseball, and as a businessman, philanthropist and social activist. Maintains archives of documents and artifacts for public education purposes. 694905 0 20632 MUSEUM DEVELOPMENT COSTS 694905 0 20632 6287241 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 1 23 1 0 0 0 0 0 1 1 0 0 0 0 X 36 35 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL CA CT DE ID IN IA ME MA MN MO MT NE NV NH NJ NY OR RI SD TX UT VT VA WV WI IL OH PA MD WA X X LATONYA JOHNSON 2122908600 75 VARICK STREET 2ND FLOOR new york NY 100131917 Blank Richard Director 1.00 0.00 X 0 0 0 Blondel John Director 1.00 0.00 X 0 0 0 Brumbaugh Charles H Director 1.00 0.00 X 0 0 0 Christmas June Jackson Director 1.00 0.00 X 0 0 0 Coleman Jr Leonard S Director 1.00 0.00 X 0 0 0 Clementi Michael Director 1.00 0.00 X 0 0 0 Doescher William F Director 1.00 0.00 X 0 0 0 Finley Terrence P Director 1.00 0.00 X 0 0 0 Fisher Kenneth Director 1.00 0.00 X 0 0 0 Forbes Steve Director 1.00 0.00 X 0 0 0 Gadsden-Williams Michelle Director 1.00 0.00 X 0 0 0 Greenberg Steve Director 1.00 0.00 X 0 0 0 Johnson Earvin Director 1.00 0.00 X 0 0 0 Johnson Sheila C Director 1.00 0.00 X 0 0 0 Koch Christopher H Director 1.00 0.00 X 0 0 0 Meyer Michael E Director 1.00 0.00 X 0 0 0 Morgan Joe L Director 1.00 0.00 X 0 0 0 O'Malley Peter Director 1.00 0.00 X 0 0 0 Ojakli Ziad Director 1.00 0.00 X 0 0 0 Plumeri Joseph J Director 1.00 0.00 X 0 0 0 Robinson David Director 1.00 0.00 X 0 0 0 Robinson Rachel Director 20.00 0.00 X 5367 0 12733 Roesler Mark Director 1.00 0.00 X 0 0 0 Ross Stephen M Director 1.00 0.00 X 0 0 0 Siegel Norman Director 1.00 0.00 X 0 0 0 Skipper John N Director 1.00 0.00 X 0 0 0 Smeallie Shawn Director 1.00 0.00 X 0 0 0 Spurell Byron Director 1.00 0.00 X 0 0 0 Sussman Jeffrey I Director 1.00 0.00 X 0 0 0 Tull Alba Director 1.00 0.00 X 0 0 0 Warner Sobani M Director 1.00 0.00 X 0 0 0 Gonsalves Gregg A Chairman 2.00 0.00 X X 0 0 0 Robinson Sharon Vice Chairperson 1.00 0.00 X X 0 0 0 Edelman Martin L Secretary 1.00 0.00 X X 0 0 0 Rivera Jose M Treasurer 1.00 0.00 X X 0 0 0 Baeza Della Britton President and CEO 60.00 0.00 X X 275513 0 15900 Johnson La'Tonya Vice President, COO 60.00 0.00 X 195984 0 11550 Philbert Ivo Vice President & CPO 50.00 0.00 X 142291 0 10134 Travier Damian DIRECTOR OF PROGRAMS 50.00 0.00 X 111324 0 33030 Yesline Eric Director of PROGRAMS and prospect development 50.00 0.00 X 116622 0 30776 Lynch Stephen DIRECTOR, SPONSOR RELATIONS 50.00 0.00 X 105797 0 15063 952898 0 129186 6 0 1 0 0 968900 9615687 86608 10584587 230216 230216 10000 0 10000 10000 10000 9375779 8555762 820017 820017 820017 201512 968900 460585 -259073 -259073 Merchandise 900099 10883 10883 Registration fees 900099 9725 9725 Miscellaneous Revenue 900099 24 24 20632 11406379 20632 0 801160 X 1625999 1625999 468940 276315 87875 104750 1144060 651252 48971 443837 90131 48517 8577 33037 347015 186915 21606 138494 12706 6988 3177 2541 70911 39001 17728 14182 48850 48850 1002748 632133 50924 319691 157718 60815 1112 95791 667291 411820 86266 169205 1626376 1207214 232868 186294 204132 170790 8982 24360 688986 655558 7976 25452 77424 1992 694 74738 283615 183864 55417 44334 33705 19038 7921 6746 BAD DEBTS 87449 35710 51739 TEMPORARY HELP 81016 28457 4691 47868 DUES AND SUBSCRIPTION 38101 20157 3793 14151 STORAGE 21709 13212 4721 3776 18282 11494 3635 3153 8797164 6287241 656934 1852989 420467 112196 109352 651154 10259982 11863824 60337 84594 42842 41848 82952 361165 4953181 2461982 2735849 2491199 8824010 8944239 5050 3366 25096 27232 22565937 24580817 514509 186191 25000 0 4947747 5010929 1546081 1512257 7033337 6709377 X -11543730 -12424310 27076330 30295750 15532600 17871440 22565937 24580817 2609215 -270375 0 X 0 1 X 1 0 X 6793953 6466035 8538729 9052444 10584587 41435748 6793953 6466035 8538729 9052444 10584587 41435748 10679070 30756678 274972 335317 282233 306188 240215 1438925 40000 40000 1252 2034 14597 80 20632 38595 42953268 0.71600 0.73160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10826134 7651 722927 250000 250000 11056712 11392650 -51516 215000 300000 10826134 11783251 1710 -194259 198052 11392650 10775470 21120 1216661 230000 11783251 10219859 2710 702901 150000 10775470 0.62650 0.00000 0.37350 1 1 0 3732854 1486822 2246032 170545 162482 8063 1049784 812680 237104 2491199 Deferred rent obligation 1512257 1512257 X 11087154 -270375 -270375 11357529 48850 48850 11406379 8748314 0 8748314 48850 48850 8797164 Part V, Line 4: THE BOARD OF DIRECTORS ESTABLISHED A PERMANENT ENDOWMENT IN 1986, SPECIFYING THAT THE CAPITAL OF THE ENDOWMENT WOULD BE RETAINED AND INVESTED, THAT THERE WOULD BE NO WITHDRAWAL OF CAPITAL EXCEPT UPON APPROVAL OF THE BOARD, AND THAT THE EARNINGS FROM THE ENDOWMENT'S INVESTMENTS MAY BE USED UPON THE BOARD'S APPROVAL FOR THE FOUNDATION'S OPERATIONS. IN 1992, THE BOARD ESTABLISHED THE ENDOWED SCHOLARSHIP FUNDS, SPECIFYING THAT THE CAPITAL OF THE ENDOWMENT WOULD BE RETAINED AND INVESTED AND THAT THE EARNINGS FROM THE ENDOWMENT'S INVESTMENTS WOULD BE USED TO PROVIDE SCHOLARSHIPS THROUGH THE FOUNDATION'S PROGRAMS. IN 1996, THE BOARD OF DIRECTORS ESTABLISHED THE SPIKE LEE YOUTH MOTIVATION ACHIEVEMENT AWARD FUND AND RESOLVED THAT THE FUND WILL BE USED TO SUPPORT AN ANNUAL CASH AWARD TO A FOUNDATION SCHOLAR WITH THE MOST OUTSTANDING COMMUNITY SERVICE INVOLVEMENT. IN 2001, THE BOARD AGREED TO SEGREGATE THE COMMEMORATIVE COIN SURCHARGE INCOME WITHIN THE PERMANENT ENDOWMENT FUND. Part X, Line 2: U.S. GAAP requires management to evaluate uncertain tax positions taken by the Foundation. The financial statement effects of a tax position are recognized when the position is more-likely-than-not, based on the technical merits, to be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Foundation and has concluded that as of June 30, 2017, there are no uncertain tax positions taken or expected to be taken. The Foundation has recognized no interest or penalties related to uncertain tax positions. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress Management believes it is no longer subject to income tax examinations for years prior to 2014. AWARD DINNER 1170412 968900 201512 7877 86707 171387 17500 174377 OTHER 0 2737 1 1170412 968900 201512 7877 86707 171387 17500 177114 460585 -259073 1 GRANTS AND SCHOLARSHIPS-TUITION ASSISTANCE 236 1625999 Part I, Line 2: Grant recipients are required to submit their FAFSA, award letter and bursar's bill for review. X X X X X 0 0 0 0 0 0 0 0 0 Baeza Della Britton President and CEO 253310 0 0 0 22203 0 15900 0 0 0 291413 0 0 0 Johnson La'Tonya Vice President, COO 187521 0 0 0 8463 0 11550 0 0 0 207534 0 0 0 Philbert Ivo Vice President & CPO 142291 0 0 0 0 0 0 0 10134 0 152425 0 0 0 X 375 5865 FMV X NIKE GYM BAGS 1300 65000 FMV X BASEBALL CAPS 700 15743 FMV 0 1 0 Part I, Column (b): The Jackie Robinson Foundation, Inc. (the "Foundation") received 375 shares of publicly traded securities during the fiscal year 2017. The fair market value of the securities donated was $85,865. $80,000 was reported on the prior year audited financial statements as the pledge receivable and revenue which is on an accrual basis. Therefore, the Foundation is reporting the difference of $5,865 as non-cash contributions on the 2016 Form 990, Part VIII for the fiscal year ended June 30, 2017. Form 990, Part VI, Section A, line 2 Rachel Robinson, founder of the Jackie Robinson Foundation and a member of the JRF Board of Directors is the mother of JRF Board Members Sharon Robinson (Vice Chairperson) and David Robinson. Form 990, Part VI, Section B, line 11b Management works with the auditors to prepare a draft of the audited financial statements and the 990. The prepared drafts are submitted to the Audit Committee, who work with the independent auditors and tax preparers reviews the document. Any additions and corrections are made, and a revised draft is distributed in whole, via mail or digital (as requested) to each board member as part of their board book materials for the Fall meeting. During the fall board meeting, during the Audit Committee's presentation, members may ask questions or offer corrections. A vote is then taken in which members acknowledge that they have reviewed and approved the document. Form 990, Part VI, Section B, line 12c Each member of the JRF Board of Directors and staff receives a copy of the Conflict of Interest policy and a Disclosure and Certification form. The form asks each person to certify that: (1) they have received and read the policy; (2) have agreed to comply with the policy; and (3) understand that as a charitable organization and in order to maintain its federal exemption, JRF must engage primarily in activities which accomplish one or more of its exempt purposes and will not engage in activities or transactions that provide impermissible benefits to individuals or entities. Further, the form requires each person to: (1) certify that he or she has no actual or possible conflict and (2) describe any relationships, transactions or circumstances that could result in a conflict between JRF's interests and his or her personal or financial interests. To aid in this discovery, respondents are provided a master listing of all JRF sponsors, vendors and staff to cross reference their activities. Any cited conflicts are disclosed at the Board of Directors' Annual Meeting. Conflicts are also made known to JRF's auditors and where appropriate, disclosed in the notes of JRF's annual audit. Form 990, Part VI, Section B, line 15 The CEO's salary was set via contract by the Executive Committee of the JRF Board of Directors in 2004 upon hiring. The COO provides the Chairman of the Board a report annually which shows the salaries of comparable executives based on 990 filings and the non-profit executive report which is issued each year. Increases in the CEO's salary are conveyed to the staff by the Chairman of the Board of Directors following a performance review by the Executive Committee. The CEO's last wage increase was in 2011. Compensation for the JRF Founder was set in 1995 by the Executive Committee of the JRF Board of Directors. The Founder's last wage increase was in 2010. Form 990, Part VI, Section C, line 19 The organization's governing documents: articles of incorporation, by-laws and conflict of interest policy are available at the Foundation's headquarters upon request. JRF's Forms 990 and audited financial statements are available on its website www.jackierobinson.org and at Guidestar.org. Form 990, Part IX, line 11g OTHER CONSULTANTS: Program service expenses 360,262. Management and general expenses 29,022. Fundraising expenses 182,197. Total expenses 571,481. PRODUCTION COST: Program service expenses 271,871. Management and general expenses 21,902. Fundraising expenses 137,494. Total expenses 431,267.