2016-11-10T14:04:52-06:00 2016-06-30 132781641 MITCHELL & TITUS LLP ONE BATTERY PARK PLAZA NEW YORK NY 10004 990 2015-07-01 132896345 Jackie Robinson Foundation Inc JACK 2122908600 75 VARICK STREET 2ND FLOOR new york NY 100131917 DELLA BRITTON BAEZA PRESIDENT AND CEO 2122908600 2016-11-10 1 Frederick E Davis Jr P00446023 2127094500 2015 2017-02-10 21:41:12Z DELLA BRITTON BAEZA 75 VARICK STREET 2ND FLOOR new york NY 100131917 11466963 0 X www.jackierobinson.org X 1973 NY see schedule o 38 37 23 200 0 0 8538729 9052444 0 0 260868 223317 -275266 -486135 8524331 8789626 1306402 1384474 0 0 2000278 2297859 242500 92800 1588653 4228593 4481931 7777773 8257064 746558 532562 21963655 22565937 6728947 7033337 15234708 15532600 X see schedule o 0 0 4391429 1383601 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. 729627 582 PUBLIC INFORMATION: PROVIDES TO THE PUBLIC GENERAL INFORMATION ABOUT THE ACTIVITIES OF THE FOUNDATION AND SERVICES PROVIDED TO STUDENTS. 218494 291 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. 667882 80 MUSEUM DEVELOPMENT COSTS 667882 80 6007432 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 23 1 0 0 0 0 0 1 1 0 0 0 0 X 38 37 1 0 0 0 0 0 0 1 1 0 1 1 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 Brown Jr Roscoe C 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 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 Kruythoff Kees director until 1/31/16 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 6402 0 11804 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 Weiner Mark S 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 2.00 0.00 X X 281 0 930 Edelman Martin L secretary 2.00 0.00 X X 0 0 0 Rivera Jose M treasurer 2.00 0.00 X X 0 0 0 Baeza Della Britton president and ceo 70.00 0.00 X X 255328 0 36479 Fisher Kenneth director 1.00 0.00 X 0 0 0 Johnson La'Tonya Vice President, COO 60.00 0.00 X 185772 0 19538 Matthews Westina Vice President, CPO 60.00 0.00 X 116367 0 27598 Travier Damian Director of Programs 50.00 0.00 X 114473 0 31574 Lynch Stephen Director, Sponsor Relations 50.00 0.00 X 106556 0 15188 785179 0 143111 4 0 1 0 The Angeletti Group 17 Village Road Box 188 new vernon NJ 07976 fundraising counsel 144000 Miles Associates 212 Ninth Street Hoboken NJ 07030 Videographer & editing services 105795 2 1035693 8016751 59988 9052444 306188 306188 1979051 2061922 -82871 -82871 -82871 129200 1035693 615415 -486215 -486215 MISCELLANEOUS REVENUE 900099 80 80 80 8789626 80 0 -262898 1384474 1384474 662738 481690 82142 98906 1161389 611597 67671 482121 80062 44034 20017 16011 387811 236028 16701 135082 5859 3605 472 1782 66652 36658 16664 13330 92800 92800 46624 46624 706016 501429 48359 156228 174385 146339 2918 25128 517044 305790 83046 128208 1591586 1175926 225911 189749 170376 150346 8790 11240 652777 618258 7395 27124 58594 9613 4281 44700 290512 184302 59006 47204 36884 21078 8781 7025 BAD DEBTS 95125 42700 52425 DUES AND SUBSCRIPTION 25864 17108 1898 6858 TEMPORARY HELP 15091 11653 1910 1528 STORAGE 12297 7721 2542 2034 22104 17083 2475 2546 8257064 6007432 660979 1588653 207103 420467 121047 109352 8900677 10259982 133601 60337 46151 42842 45996 82952 4915901 2180052 2890232 2735849 9537930 8824010 6733 5050 74185 25096 21963655 22565937 215356 514509 15000 25000 4932226 4947747 1566365 1546081 6728947 7033337 X -9073676 -11543730 24308384 27076330 15234708 15532600 21963655 22565937 532562 -234670 0 X 0 1 X 1 0 X 5983586 6793953 6466035 8538729 9052444 36834747 5983586 6793953 6466035 8538729 9052444 36834747 8658205 28176542 312878 274972 335317 282233 306188 1511588 40000 40000 109963 1252 2034 14597 80 127926 38514261 0.73160 0.76120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11392650 -51516 215000 11126134 11783251 1710 -194259 198052 11392650 10775470 21120 1216661 230000 11783251 10219859 2710 702901 150000 10775470 10308412 1870 89577 180000 10219859 0.63100 0.36900 0 0 3732854 1338578 2394276 170545 150253 20292 1012502 691221 321281 2735849 Deferred rent obligation 1546081 1546081 X 8588332 -234670 80000 -154670 8743002 46624 46624 8789626 8290440 80000 80000 8210440 46624 46624 8257064 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, 2016, 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 2013. X X X X X 1 The Angeletti Group LLC 17 Village Road Box 188 New Vernon NJ 07976 mail 0 0 14400 -14400 14400 -14400 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 WY IL OH PA MD WA AWARD DINNER 1105393 976193 129200 5905 61048 164763 30000 299349 JR BIRTHDAY 59500 59500 1998 12573 22383 1 17396 1164893 1035693 129200 7903 61048 177336 30000 339128 615415 -486215 1 GRANTS AND SCHOLARSHIPS-TUITION ASSISTANCE 221 1384474 Part I, Line 2: Grant recipients are required to submit their FAFSA, award letter and bursur's bill for review. X X X X X 0 0 0 0 0 0 0 0 0 Baeza Della Britton president and ceo 255328 0 0 0 0 0 15900 0 20579 0 291807 0 0 0 Johnson La'Tonya Vice President, COO 185772 0 0 0 0 0 11550 0 7988 0 205310 0 0 0 X NIKE GYM BAGS 1200 59988 FMV 1 0 1 0 Part I, Column (b): SCHEDULE M, PART I, LINE 25, COL B THE ORGANIZATION IS REPORTING THE TOTAL NUMBER OF ITEMS RECEIVED. Form 990, Part I, Line 1 - organization's mission JRF provides tuition assistance, mentoring training, personal development as well as career development to college students. 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 11 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 I, Line 6 Volunteers are essential to the success of the Jackie Robinson Foundation. More than 200 individuals from across the country assist JRF in its mission to assist deserving minority students. In addition to serving on JRF's Board of Directors, volunteers are mentors, members of JRF's Conference faculty, staff JRF's event and regional activities and as work as office assistants. Form 990, Part III, Line 1 - organization's mission The Jackie Robinson Foundation provides college and graduate school scholarships as well as leadership development opportunities for students of color with strong capabilities but limited financial resources. The Foundation is distinctive for the depth of its mentoring program, which results in a nearly 100% graduation rate among its student constituents. The Foundation also strives to ensure that Jackie Robinson's commitment to social justice will be carried forth in the lives of these young people as they assume leadership roles throughout society.