ANTI DEFAMATION LEAGUE FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ANTI DEFAMATION LEAGUE FOUNDATION (EIN 13-2887439)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201733179349304613
- Schema version
- 2016v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T13:16:05-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132887439 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anti-Defamation League Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL A KELLMAN EXEC DI | InCareOfNm |
| Business Name Control | ANTI | BusinessNameControlTxt |
| Phone | 2128857700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 Third Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101583560 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A KELLMAN | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2128857700 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel Romano | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.84.128.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26377520173175000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C168AFF0C28255D439F9439D986F50BD629E6687 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BB689B47C4810116FFAF734305B3B6F212C66569 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL A KELLMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 Third Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101583560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,553,590 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.adl.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SEE NOTE IN SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $274,929 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $247,795 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,563,754 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,222,448 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $291,946 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $291,946 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,422,367 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,355,628 | CYInvestmentIncomeAmt |
| PY Other Revenue | $47,934 | PYOtherRevenueAmt |
| CY Other Revenue | $12,232 | CYOtherRevenueAmt |
| PY Total Revenue | $13,326,001 | PYTotalRevenueAmt |
| CY Total Revenue | $19,882,254 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,492,749 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,368,368 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,882,157 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,393,118 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,057,975 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,347,025 | PYOtherExpensesAmt |
| CY Other Expenses | $2,205,046 | CYOtherExpensesAmt |
| PY Total Expenses | $11,721,931 | PYTotalExpensesAmt |
| CY Total Expenses | $22,966,532 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,604,070 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,084,278 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $116,170,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,773,148 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,199,046 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,044,629 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $99,971,586 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $97,728,519 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE NOTE IN SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $17,368,368 | ExpenseAmt |
| Grant | $17,368,368 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SUPPORT TO OTHER CHARITIES - IN FURTHERANCE OF THE ADL FOUNDATION'S PRIMARY EXEMPT PURPOSE, SPECIFIC GRANTS TOTALING $17,178,068 WERE MADE DIRECTLY FROM THE ADL FOUNDATION TO ADL. IN ADDITION, THROUGH THE ADL FOUNDATION'S PROGRAM OF DONOR ADVISED FUNDS, THE FOLLOWING GRANTS WERE ALSO MADE: $7,500 TO ADL AND $182,800 TO UNRELATED CHARITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $306,795 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $291,946 | RevenueAmt |
| Desc | BUILDING - SUPPORTS ADL THROUGH OWNERSHIP AND ADMINISTRATION OF A BUILDING IN LOS ANGELES, CA. THIS BUILDING HOUSES ADL'S PACIFIC SOUTHWEST REGIONAL OFFICE IN LOS ANGELES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $280,102 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EDUCATION - SUPPLEMENTS ADL'S FURTHERANCE OF ITS MISSION, WHERE ADL DESIGNS AND DELIVERS INTERGROUP, HOLOCAUST, ANTI-BIAS, AND OTHER EDUCATIONAL MATERIALS FOR USE IN P-12 CLASSROOMS, ON COLLEGE CAMPUSES, AND WITH COMMUNITY GROUPS, CORPORATIONS, CIVIC ASSOCIATIONS, RELIGIOUS ORGANIZATIONS, YOUTH MOVEMENTS, AND OTHER NONTRADITIONAL LEARNING CONTEXTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $481,292 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $18,436,557 | 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 | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 181 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | 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 |
| 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A KELLMAN EXEC DI | PersonNm |
| Phone | 2128857700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101583560 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| GLEN LEWY | |||||||||
| TRUSTEE, PRESIDENT | 7.5 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HOWARD A SHERwood | |||||||||
| TRUSTEE, EXECUTIVE VP | 1.5 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE J MILLER | |||||||||
| TRUSTEE, VICE PRESIDENT | 1.5 | 6.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BEN S SAX | |||||||||
| TRUSTEE, VICE PRESIDENT | 2.5 | 6.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GEORGE E MOSS | |||||||||
| TRUSTEE, TREASURER | 3.5 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELLIS LANDAU | |||||||||
| TRUSTEE, SECRETARY | 0.5 | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BARBARA B BALSER | |||||||||
| TRUSTEE | 0.5 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| RONALD DAVIS BALSER | |||||||||
| TRUSTEE | 0.5 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD P BERKOWITZ | |||||||||
| TRUSTEE | 1.5 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| KENNITH J BIALKIN | |||||||||
| TRUSTEE | 0.5 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN L BUDD | |||||||||
| TRUSTEE | 1.5 | 7.0 | Yes (X) | $0 | $0 | $0 | |||
| FAITH COOKLER | |||||||||
| TRUSTEE | 1.5 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| BARRY CURTIS-LUSHER | |||||||||
| TRUSTEE | 2.5 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| ESTA GORDON EPSTEIN | |||||||||
| TRUSTEE | 1.5 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL FINKELSTEIN | |||||||||
| TRUSTEE | 0.5 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS C HOMBURGER | |||||||||
| TRUSTEE | 1.5 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| ERIC D HORODAS | |||||||||
| TRUSTEE | 0.5 | 7.0 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES F KRISER | |||||||||
| TRUSTEE | 0.5 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| BURTON S LEVINSON | |||||||||
| TRUSTEE | 0.5 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| STEVE LYONS | |||||||||
| TRUSTEE | 0.5 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID J MILLSTONE | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT H NAFTALY | |||||||||
| TRUSTEE | 0.5 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MARVIN NATHAN | |||||||||
| TRUSTEE | 4.5 | 20.0 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN NICHOLS | |||||||||
| TRUSTEE | 0.5 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE ROSENBLUM | |||||||||
| TRUSTEE | 0.5 | 6.0 | Yes (X) | $0 | $0 | $0 | |||
| MELVIN SALBERG | |||||||||
| TRUSTEE | 0.5 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM R SAPERS | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MILTON S SCHNEIDER | |||||||||
| TRUSTEE | 5.5 | 7.0 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA SCHWARTZ | |||||||||
| TRUSTEE | 0.5 | 6.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL SHEETZ | |||||||||
| TRUSTEE | 0.5 | 6.0 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE STARK | |||||||||
| TRUSTEE | 1.5 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID H STRASSLER | |||||||||
| TRUSTEE | 0.5 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT G SUGARMAN | |||||||||
| TRUSTEE | 0.5 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| GLEN TOBIAS | |||||||||
| TRUSTEE | 1.5 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| MITCHELL WESELEY | |||||||||
| TRUSTEE | 2.5 | 7.0 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER WOLF | |||||||||
| TRUSTEE | 0.5 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Shelley Parker | |||||||||
| TRUSTEE | 1.5 | 6.0 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN A GREENBLATT | |||||||||
| TRUSTEE | 20.0 | 20.0 | Yes (X) | $272,721 | $272,720 | $35,240 | |||
| FREDERIC BLOCH | |||||||||
| TRUSTEE | 16.0 | 24.0 | Yes (X) | $65,394 | $98,090 | $8,318 | |||
| MICHAEL A KELLMAN | |||||||||
| Asst. treasurer/Executive Dir. | 16.0 | 24.0 | Yes (X) | $104,161 | $156,241 | $42,491 | |||
| STEVEN C SHEINBERG | |||||||||
| Assistant Secretary | 20.0 | 20.0 | Yes (X) | $104,348 | $104,348 | $40,396 | |||
| HAROLD ARNWINE | |||||||||
| ASSOC. DIR. OF PLANNED GIVING | 40.0 | 0.0 | $160,470 | $0 | $17,446 | Yes (X) | |||
| CLIFFORD SCHECHTER | |||||||||
| SENIOR ADVISOR TO CEO (ADL) | 6.0 | 34.0 | $69,019 | $391,107 | $42,492 | Yes (X) | |||
| SAMUEL V MEMBERG | |||||||||
| CHIEF INFO. OFFICER (ADL) | 10.0 | 30.0 | $42,992 | $128,973 | $573 | Yes (X) | |||
| MARGO A HOWARD | |||||||||
| REGIONAL DEVELOPMT. DIR. (ADL) | 6.0 | 34.0 | $25,812 | $146,266 | $40,642 | Yes (X) | |||
| SHOSHANNA G REYNOLDS | |||||||||
| REGIONAL DEVELOPMT DIR. (ADL) | 6.0 | 34.0 | $24,010 | $136,053 | $42,065 | Yes (X) | |||
| ABRAHAM H FOXMAN | |||||||||
| NATIONAL DIR. EMERITUS (ADL) | 2.5 | 3.5 | $63,450 | $145,961 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $932,377 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,579,759 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $269,663 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $15,222,448 | AllOtherContributionsAmt |
| Noncash Contributions | $589,312 | NoncashContributionsAmt |
| Total Contributions | $15,222,448 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME FROM AFFILIATED EXEMPT ORG | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $291,946 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $291,946 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $291,946 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,097,980 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $274,929 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,823,051 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $135,628 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $123,396 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,232 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,232 | TotalRevenueColumnAmt |
| Exclusion | $12,232 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,805,588 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,547,940 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,257,648 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,257,648 | TotalRevenueColumnAmt |
| Exclusion | $2,257,648 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,882,254 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $291,946 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $274,929 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,092,931 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,368,368 | TotalAmt |
| Program Services | $17,368,368 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,765 | TotalAmt |
| Program Services | $97,851 | ProgramServicesAmt |
| Management And General | $288,813 | ManagementAndGeneralAmt |
| Fundraising | $218,101 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,977,636 | TotalAmt |
| Program Services | $395,253 | ProgramServicesAmt |
| Management And General | $620,032 | ManagementAndGeneralAmt |
| Fundraising | $962,351 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,125 | TotalAmt |
| Program Services | $115,356 | ProgramServicesAmt |
| Management And General | $212,614 | ManagementAndGeneralAmt |
| Fundraising | $276,155 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,592 | TotalAmt |
| Program Services | $39,448 | ProgramServicesAmt |
| Management And General | $72,708 | ManagementAndGeneralAmt |
| Fundraising | $94,436 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,944 | TotalAmt |
| Management And General | $147,828 | ManagementAndGeneralAmt |
| Fundraising | $1,116 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,322 | TotalAmt |
| Management And General | $357,322 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,609 | TotalAmt |
| Fundraising | $82,609 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,541 | TotalAmt |
| Management And General | $116,125 | ManagementAndGeneralAmt |
| Fundraising | $77,416 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,719 | TotalAmt |
| Program Services | $149,788 | ProgramServicesAmt |
| Management And General | $248,163 | ManagementAndGeneralAmt |
| Fundraising | $125,768 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,250 | TotalAmt |
| Management And General | $168,035 | ManagementAndGeneralAmt |
| Fundraising | $10,215 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,524 | TotalAmt |
| Fundraising | $44,524 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,923 | TotalAmt |
| Program Services | $157,007 | ProgramServicesAmt |
| Management And General | $29,916 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,863 | TotalAmt |
| Management And General | $72,863 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROJECTS AND FUNCTIONS | $113,486 | $113,486 | ||
| RECRUITMENT | $11,500 | $11,500 | ||
| PROFESSIONAL EDU. SEMINARS | $13,610 | $13,610 | ||
| GIFTED LIFE INS. PREMIUMS | $45,402 | $45,402 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,353 | TotalAmt |
| Management And General | $126,081 | ManagementAndGeneralAmt |
| Fundraising | $106,272 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,966,532 | TotalAmt |
| Program Services | $18,436,557 | ProgramServicesAmt |
| Management And General | $2,472,000 | ManagementAndGeneralAmt |
| Fundraising | $2,057,975 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,611,304 | BOYAmt |
| EOY | $7,184,378 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,013,192 | BOYAmt |
| EOY | $5,579,601 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,581 | BOYAmt |
| EOY | $155,581 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,396 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,785,958 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,693,007 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,216,614 | BOYAmt |
| EOY | $2,092,951 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,352,758 | BOYAmt |
| EOY | $47,240,075 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,915,573 | BOYAmt |
| EOY | $51,948,242 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,906,214 | BOYAmt |
| EOY | $2,572,320 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,170,632 | BOYAmt |
| EOY | $116,773,148 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $483,730 | BOYAmt |
| EOY | $452,641 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,000,000 | BOYAmt |
| EOY | $4,000,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,715,316 | BOYAmt |
| EOY | $14,591,988 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,199,046 | BOYAmt |
| EOY | $19,044,629 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,600,475 | BOYAmt |
| EOY | $15,210,751 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,581,124 | BOYAmt |
| EOY | $13,944,413 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,789,987 | BOYAmt |
| EOY | $68,573,355 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,971,586 | BOYAmt |
| EOY | $97,728,519 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,170,632 | BOYAmt |
| EOY | $116,773,148 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,084,278 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,493,180 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$651,969 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $9,103,227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,542,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,397,168 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,563,755 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,222,448 | CurrentTaxYearAmt |
| Total | $47,829,046 | 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 | $9,103,227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,542,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,397,168 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,563,755 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,222,448 | CurrentTaxYearAmt |
| Total | $47,829,046 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,385,280 | SubstantialContributorsTotAmt |
| Public Support Total170 | $42,443,766 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,910,344 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,127,882 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,284,372 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,489,608 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,958,679 | CurrentTaxYearAmt |
| Total | $10,770,885 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $195,397 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $257,598 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $235,915 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $274,929 | CurrentTaxYearAmt |
| Total | $963,839 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $59,563,770 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,409,699 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71258 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 9 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 11 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $8,960 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $190,300 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $583,374 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $666,916 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $4,229,575 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $88,752,231 | BeginningYearBalanceAmt |
| Contributions | $2,070,803 | ContributionsAmt |
| Investment Earnings Or Losses | $4,238,063 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,732,342 | OtherExpendituresAmt |
| End Year Balance | $86,328,755 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,955,831 | BeginningYearBalanceAmt |
| Contributions | $1,471,901 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,864,068 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,811,433 | OtherExpendituresAmt |
| End Year Balance | $88,752,231 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,116,918 | BeginningYearBalanceAmt |
| Contributions | $816,649 | ContributionsAmt |
| Investment Earnings Or Losses | $2,551,347 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,529,083 | OtherExpendituresAmt |
| End Year Balance | $94,955,831 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $88,933,756 | BeginningYearBalanceAmt |
| Contributions | $3,394,086 | ContributionsAmt |
| Investment Earnings Or Losses | $9,426,721 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,900 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,624,745 | OtherExpendituresAmt |
| End Year Balance | $97,116,918 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,615,358 | BeginningYearBalanceAmt |
| Contributions | $4,004,202 | ContributionsAmt |
| Investment Earnings Or Losses | $3,994,115 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,660,419 | OtherExpendituresAmt |
| End Year Balance | $88,933,756 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.07000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.80000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,150,224 | OtherCostOrOtherBasisAmt |
| Book Value | $1,150,224 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,438,264 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,693,007 | DepreciationAmt |
| Book Value | $745,257 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $197,470 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $197,470 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,092,951 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FIXED INCOME SECURITIES - GOVT | $5,000,000 | F |
| MUTUAL FUNDS - EQUITIES | $2,461,230 | F |
| MUTUAL FUNDS - FIXED INCOME | $2,790,306 | F |
| ABSOLUTE RETURN FUNDS | $33,693,281 | F |
| LP, REAL EST., & LONG ONLY SEC | $8,003,425 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $51,948,242 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITIES UNDER CHARITABLE TRUSTS AND ANNUITY | $8,338,977 |
| LONG-TERM PENSION OBLIGATIONS | $3,009,732 |
| DUE TO ADL | $3,243,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,591,988 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I LINE 3 | INCLUDED IN THE $190,300 OF GRANTS FROM DONOR ADVISED FUNDS IS A $7,500 DONOR DIRECTED GRANT TO SUPPORT THE CHARITABLE WORK OF THE ANTI-DEFAMATION LEAGUE FOUNDATION. |
| PART V LINE 4 | THE ADL FOUNDATION ENDOWMENT CONSISTS OF INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR A VARIETY OF PROGRAM PURPOSES (SEE PART III FOR STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS). AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPALS, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED based ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| PART X LINE 2 | AS REQUIRED UNDER FIN 48 "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES," THE FOLLOWING FOOTNOTE WAS INCLUDED IN NOTE (2)(I) OF THE CONSOLIDATED FINANCIAL STATEMENTS OF ADL AND THE ADL FOUNDATION: "ADL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. INCOME GENERATED FROM ACTIVITIES UNRELATED TO ADL'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER INTERNAL REVENUE CODE SECTION 511 AND IS REPORTED AND PAID WITH THE INTERNAL REVENUE SERVICE FORM 990-T (EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN)." |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $27,027,879 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $27,027,879 | SubtotalSpentAmt |
| Total Spent | $27,027,879 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | 131818723 | 501(C)(3) | $17,185,568 | GENERAL PURPOSES |
| ISEF FOUNDATION | |||||||
| 520 EIGHTh AVENUE | NEW YORK | NY | 10001 | 132909403 | 501(C)(3) | $55,000 | GENERAL PURPOSES |
| FOUNTAIN HOUSE | |||||||
| 425 W 47TH STREET | NEW YORK | NY | 10031 | 131624009 | 501(C)(3) | $10,000 | GENERaL PURPOSES |
| AMERICAN FRIENDS OF BEIT HATFUTSOT | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | 132928469 | 501(C)(3) | $10,000 | GENERAL PURPOSES |
| NYU SCHOOL OF MEDICINE | |||||||
| ONE PARK AVENUE | NEW YORK | NY | 10016 | 133971298 | 501(C)(3) | $10,000 | GENERAL PURPOSES |
| CORNELL LAW SCHOOL | |||||||
| 341 PINE TREE ROAD | Ithaca | NY | 14850 | 150532082 | 501(C)(3) | $7,500 | GENERAL PURPOSES |
| BOYS & GIRLS CLUB OF AMERICA | |||||||
| 1275 PREACHTREE ST Ne | Atlanta | GA | 30309 | 135562976 | 501(C)(3) | $7,500 | GENERAL PURPOSES |
| Center Theatre Group | |||||||
| 601 W TEMPLE STREET | LOS ANGELES | CA | 90012 | 952466183 | 501(C)(3) | $6,000 | GENERAL PURPOSES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE PURPOSE OF THE GRANTS/AWARDS TO ADL LISTED IN PART II IS ACCOMPLISHED BY ADL BEFORE THE ACTUAL RECEIPT OF THE FINANCIAL AWARD. THUS, IT IS NOT NECESSARY AND ADL FOUNDATION DOES NOT HAVE PROCEDURES TO MONITOR THE USE OF THESE FUNDS. THE REMAINING AWARDS LISTED IN PART II WERE DISTRIBUTED FROM DONOR ADVISED FUNDS. AS SUCH, THE DONORS SELECTED THE RECIPIENT OF EACH AWARD. ADL FOUNDATION ENSURES THAT THE RECIPIENT ORGANIZATIONS QUALIFY FOR THE AWARDS ACCORDING TO IRS REGULATIONS REGARDING NON-TAXABLE DISTRIBUTIONS AND HAS FINAL CONTROL OF WHETHER TO MAKE THE ADVISED GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONATHAN A GREENBLATT | ||||||||||||||
| TRUSTEE | $234,244 | $234,244 | $0 | $0 | $38,477 | $38,476 | $2,982 | $2,981 | $14,639 | $14,638 | $290,342 | $290,339 | $0 | $0 |
| MICHAEL A KELLMAN | ||||||||||||||
| Asst. treasurer/Executive Dir. | $101,492 | $152,238 | $0 | $0 | $2,669 | $4,003 | $2,385 | $3,578 | $14,612 | $21,916 | $121,158 | $181,735 | $0 | $0 |
| STEVEN C SHEINBERG | ||||||||||||||
| Assistant Secretary | $104,303 | $104,303 | $0 | $0 | $45 | $45 | $2,459 | $2,458 | $17,740 | $17,739 | $124,547 | $124,545 | $0 | $0 |
| HAROLD ARNWINE | ||||||||||||||
| ASSOC. DIR. OF PLANNED GIVING | $160,332 | $0 | $0 | $0 | $138 | $0 | $3,658 | $0 | $13,788 | $0 | $177,916 | $0 | $0 | $0 |
| CLIFFORD SCHECHTER | ||||||||||||||
| SENIOR ADVISOR TO CEO (ADL) | $38,031 | $215,508 | $0 | $0 | $30,988 | $175,599 | $894 | $5,069 | $5,479 | $31,050 | $75,392 | $427,226 | $0 | $0 |
| SAMUEL V MEMBERG | ||||||||||||||
| CHIEF INFO. OFFICER (ADL) | $2,149 | $6,446 | $0 | $0 | $40,843 | $122,527 | $138 | $412 | $6 | $17 | $43,136 | $129,402 | $0 | $0 |
| MARGO A HOWARD | ||||||||||||||
| REGIONAL DEVELOPMT. DIR. (ADL) | $25,773 | $146,047 | $0 | $0 | $39 | $219 | $617 | $3,496 | $5,479 | $31,050 | $31,908 | $180,812 | $0 | $0 |
| SHOSHANNA G REYNOLDS | ||||||||||||||
| REGIONAL DEVELOPMT DIR. (ADL) | $20,971 | $118,835 | $375 | $2,125 | $2,664 | $15,093 | $585 | $3,317 | $5,724 | $32,439 | $30,319 | $171,809 | $0 | $0 |
| ABRAHAM H FOXMAN | ||||||||||||||
| NATIONAL DIR. EMERITUS (ADL) | $63,450 | $63,450 | $0 | $0 | $0 | $82,511 | $0 | $0 | $0 | $0 | $63,450 | $145,961 | $0 | $0 |
| FREDERIC BLOCH | ||||||||||||||
| TRUSTEE | $65,328 | $97,991 | $0 | $0 | $66 | $99 | $0 | $0 | $3,327 | $4,991 | $68,721 | $103,081 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I LINE 1A | TRAVEL REIMBURSEMENT POLICY - ADL FOUNDATION HAS A WRITTEN POLICY REGARDING TRAVEL REIMBURSEMENT IN ACCORDANCE WITH RULES FOR AN ACCOUNTABLE PLAN. THE ADL NATIONAL CHAIR REVIEWS A PERIODIC SUMMARY OF THE ADL Foundation Trustee/ADL CEO/NATIONAL DIRECTOR'S EXPENSE REPORTS. IN ADDITION, ALL TRAVEL COSTS RELATED TO COMPANIONS, ONCE APPROVED, ARE FULLY TAXABLE. |
| PART I LINE 4A | DURING THE YEAR, PAYMENTS WERE MADE TO CERTAIN INDIVIDUALS LISTED IN THE FORM 990, PART VII, SECION A PURSUANT TO SEPARATION AGREEMENTS. IN ORDER TO PROTECT THE CONFIDENTIALITY AS SET FORTH IN AGREEMENTS, THE NAMES ARE NOT DISCLOSED. |
| PART I LINE 7 | REPORTABLE NON-FIXED PAYMENTS, REPRESENTING A ONE-TIME PERFORMANCE BONUS, WAS PAID TO SHOSHANNA REYnolds IN THE AMOUNT OF $2,500. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN A GREENBLATT | PersonNm |
| Relationship With Org | TRUSTEE | RelationshipWithOrgTxt |
| Loan Purpose | RELOCATION | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $150,000 | OriginalPrincipalAmt |
| Balance Due | $155,581 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $155,581 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II LINE 1 | FormAndLineReferenceDesc |
| Explanation | MR. GREENBLATT WAS RECRUITED TO TAKE OVER AS CEO of THE ANTI-DEFAMATION LEAGUE (ADL). AS CEO OF ADL, MR. GREENBLATT IS ALSO AN EMPLOYEE OF THE ANTI-DEFAMATION LEAGUE FOUNDATION AND A TRUSTEE. THE RELOCATION LOAN WAS MADE TO MR.GREENBLATT IN CONNECTION TO HIS EMPLOYMENT AND BEFORE HE ASSUMED THE TITLE of ANTI-DEFAMATION LEAGUE FOUNDATION TRUSTEE. AS OF THE FILING DATE OF THE FOUNDATION'S FORM 99O FOR THE YEAR ENDED DECEMBER 31, 2016, THE BALANCE OF THIS LOAN IS $70,369. IT IS ANTICIPATED THAT THE REMAINING BALANCE DUE ON THIS LOAN WILL BE PAID OFF BEFORE THE FILING DATE OF THE FOUNDATION'S FORM 990 FOR THE YEAR ended December 31, 2017. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $589,312 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MEAN: DATE OF CONTRI | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I LINE 9 (COL B) | EACH SECURITY IS COUNTED AS A SEPARATE CONTRIBUTED ITEM. |
| PART I LINE 32B | THE ADL FOUNDATION USES OUTSIDE BROKERS TO SELL ALL PUBLICLY TRADED SECURITIES RECEIVED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | THE ANTI-DEFAMATION LEAGUE FOUNDATION (ADL FOUNDATION) HELPS PROMOTE THE MISSION OF THE ANTI-DEFAMATION LEAGUE (ADL) THROUGH THE MAINTENANCE AND, WHERE APPROPRIATE, PRUDENT INVESTMENT OF THE ENDOWMENTS, TRUSTS, PHILANTHROPIC FUNDS, REAL ESTATE AND OTHER ASSETS HELD BY THE ADL FOUNDATION AS SET FORTH IN THE ADL FOUNDATION'S CERTIFICATE OF INCORPORATION. THESE ASSETS AND THEIR PROCEEDS ARE TO BE USED TO SUPPORT THE MISSION OF ADL. |
| FORM 990, PART III, LINE 1 | THE ADL FOUNDATION HELPS PROMOTE THE MISSION OF ADL THROUGH THE MAINTENANCE AND, WHERE APPROPRIATE, PRUDENT INVESTMENT OF THE ENDOWMENTS, TRUSTS, PHILANTHROPIC FUNDS, REAL ESTATE AND OTHER ASSETS HELD BY THE ADL FOUNDATION AS SET FORTH IN THE ADL FOUNDATION'S CERTIFICATE OF INCORPORATION. THESE ASSETS AND THEIR PROCEEDS ARE TO BE USED TO SUPPORT THE MISSION OF ADL. |
| FORM 990, PART III, LINE 4D | THE AMOUNT OF $481,292 CONSISTS OF THE FOLLOWING ADDITIONAL PROGRAM SERVICE ACCOMPLISHMENTS: REGIONAL OPERATIONS ($150,870), CIVIL RIGHTS ($194,947), INTERNATIONAL AFFAIRS & INTERFAITH PROGRAMS ($121,141), AND LEADERSHIP ($14,334). |
| FORM 990, PART V, LINE 1A | OF THE 181 FORMS FILED, 14 ARE FORMS 1099-M AND 167 ARE FORMS 1099-R. |
| FORM 990, PART VI, SECTION A, LINE 2 | LIST OF INDIVIDUALS LISTED IN PART VII, SECTION A WITH FAMILY RELATIONSHIPS: BARBARA B. BALSER - RONALD DAVIS BALSER. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ADL FOUNDATION HAS A SINGLE MEMBER, ADL. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ADL FOUNDATION HAS A THREE-PERSON MEMBER COMMITTEE CONSISTING OF THE PRESIDENT OF THE ADL FOUNDATION; THE NATIONAL CHAIR OF ADL; AND THE IMMEDIATE PAST NATIONAL CHAIR OF ADL. THE MEMBER COMMITTEE APPROVES SIGNIFICANT CHANGES TO THE ORGANIZATIONAL DOCUMENTS AND ELECTS THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | COPIES OF DRAFT FORM 990 WERE PROVIDED TO THE MEMBERS OF THE JOINT AUDIT COMMITTEE OF THE ADL FOUNDATION AND ADL, WHICH REVIEWED AND APPROVED THE FORM 990 AT ITS OCTOBER 2017 MEETING. SUBSEQUENT TO THE MEETING OF THE JOINT AUDIT COMMITTEE, AN EMAIL WAS SENT TO THE ENTIRE ADL FOUNDATION'S BOARD OF TRUSTEES NOTIFYING THEM THAT THE FORM 990 IS AVAILABLE FOR THEIR REVIEW BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ADL FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY APPROVED BY THE BOARD OF TRUSTEES THAT REQUIRES ITS OFFICERS, DIRECTORS AND EMPLOYEES TO ANNUALLY DISCLOSE THEIR POTENTIAL CONFLICTS OF INTEREST, THOSE OF THEIR FAMILY MEMBERS AND OF OTHER INTERESTED PARTIES. THIS DISCLOSURE FORM IS DISTRIBUTED TO ALL ADL FOUNDATION STAFF ANNUALLY BY THE ORGANIZATIONS HUMAN RESOURCES DEPARTMENT (HR). HR ENSURES THAT ALL FORMS ARE COMPLETED AND REVIEWS THE FORMS FOR CONFLICTS. THE DISCLOSURE FORM IS DISTRIBUTED TO MEMBERS OF THE BOARD OF TRUSTEES ANNUALLY BY THE OFFICE OF THE EXECUTIVE DIRECTOR. THE OFFICE OF THE EXECUTIVE DIRECTOR COLLECTS AND REVIEWS THEM FOR NOTED OFFICER AND DIRECTOR CONFLICTS. A SUMMARY AND THE NOTED FINDINGS ARE THEN REVIEWED BY THE EXECUTIVE DIRECTOR, WHO THEN PROVIDES ALL DISCLOSURES TO THE JOINT AUDIT COMMITTEE OF THE ADL FOUNDATION AND ADL FOR FURTHER REVIEW. THE JOINT AUDIT COMMITTEE REVIEWS AND DETERMINES BY MAJORITY VOTE WHETHER A CONFLICT EXISTS. IF A CONFLICT IS NOTED INVOLVING A MEMBER OF THE BOARD OF TRUSTEES WHO IS ALSO A MEMBER OF JOINT AUDIT COMMITTEE, THE PERSON RECUSES HIM/HERself FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15A - Compensation Process | The ADL Foundation's PROCESS FOR DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR INCLUDES CONSULTATION WITH AN INDEPENDENT THIRD PARTY THAT PERFORMS A COMPENSATION MARKET STUDY AND PROVIDES SALARY STRUCTURE GRADING. THIS IS REVIEWED AND A DECISION IS MADE BY THE JOINT EXECUTIVE COMPENSATION COMMITTEE OF THE ADL FOUNDATION AND ADL, AS DOCUMENTED IN THE RESPECTIVE COMMITTEE MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15B - COMPENSATION PROCESS | THE ADL foundation's PROCESS FOR DETERMINING THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES INCLUDES CONSULTATION WITH AN INDEPENDENT THIRD PARTY THAT PERFORMS A COMPENSATION MARKET STUDY AND PROVIDES SALARY STRUCTURE GRADING. THIS IS REVIEWED BY ADL'S CEO WHO PRESENTS A RECOMMENDATION TO THE JOINT EXECUTIVE COMPENSATION COMMITTEE OF THE ADL FOUNDATION AND ADL. THE JOINT EXECUTIVE COMPENSATION COMMITTEE MAKES A DECISION ON THE RECOMMENDATION, AS DOCUMENTED IN THE RESPECTIVE COMMITTEE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF ADL AND THE ADL FOUNDATION IS MADE AVAILABLE TO THE PUBLIC THROUGH A DIRECT LINK ON THE ADL/ADL FOUNDATION WEBSITE, (WWW.ADL.ORG). FURTHERMORE, A FULL SET OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF ADL AND THE ADL FOUNDATION IS AVAILABLE UPON REQUEST AS INDICATED ON THE ADL/ADL FOUNDATION WEBSITE AND IN THE ADL ANNUAL REPORT. ADL FOUNDATION'S CERTIFICATE OF INCORPORATION IS AVAILABLE WITH THE SECRETARY OF STATE OF NEW YORK. |
| FORM 990, PART XI LINE 9 | OTHER CHANGES IN NET ASSETS TOTALING ($651,969) IS THE SUM OF THE FOLLOWING ITEMS: (I) A PENSION CREDIT OTHER THAN NET PERIODIC BENEFIT COST IN THE AMOUNT OF $83,467 AND (II) THE CHANGE IN THE VALUE OF CHARITABLE TRUST AND ANNUITY AGREEMENTS IN THE AMOUNT OF ($735,436). SUCH AMOUNTS WERE RECORDED ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND SCHEDULES OF ADL AND THE ADL FOUNDATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE | |||||||||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | 131818723 | See Part VII | DC | 501(C)(3) | 9 | ADL | false | |||||
| ADLF COMMON FUND | |||||||||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | 133095748 | See Part VII | NY | 501(C)(3) | PF | ADL | false | |||||
| Anti-Defamation League- Israel | |||||||||||||||
| Advocacy | ADL | false | 21 Jabotinsky Street | Jerusalem | IS | 92141 | IS | ||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (17) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE TRUSTS | PrimaryActivitiesTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule R, Part II, Column (B) | FormAndLineReferenceDesc |
| Explanation | Line 1: Eliminate anti-Semitism Line 2: Assist & support ADL | ExplanationTxt |
Comments