AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC (EIN 13-1568923)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-05-08
- IRS object ID
- 201321289349302317
- Schema version
- 2011v1.5
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T17:03:16-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100174057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131568923 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Friends of Hebrew University Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JANE KAMPTON CONTROLLER | InCareOfName |
| Name Control | AMER | NameControl |
| Phone | 2126078500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100041435 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Peter Willner | Name |
| Title | National Executive Director | Title |
| Phone | 2125990100 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125990100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PETER WILLNER NATL EXEC DIR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 25TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 157931395 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AFHU.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1931 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | to support hebrew university of jerusalem, israel's foremost center of higher education and research, by nurturing the intellectual strength of the people of israel and forging partnerships with american jewry. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 65 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 65 | NbrIndependentVotingMembers |
| Total Nbr Employees | 81 | TotalNbrEmployees |
| Total Nbr Volunteers | 210 | TotalNbrVolunteers |
| Total Gross UBI | 8865 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 3063 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 35281986 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 34326562 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 163899 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 23852880 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10296245 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -412614 | OtherRevenuePriorYear |
| Other Revenue Current Year | -178155 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 58722252 | TotalRevenuePriorYear |
| Total Revenue Current Year | 44608551 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 36080409 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 35128666 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6245478 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6952810 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 183661 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 176500 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7528748 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3772900 | OtherExpensePriorYear |
| Other Expenses Current Year | 3969500 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 46282448 | TotalExpensesPriorYear |
| Total Expenses Current Year | 46227476 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 12439804 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1618925 | RevenuesLessExpensesCY |
| Total Assets BOY | 487921834 | TotalAssetsBOY |
| Total Assets EOY | 550002076 | TotalAssetsEOY |
| Total Liabilities BOY | 33995631 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 33514992 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 453926203 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 516487084 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | AMERICAN FRIENDS OF THE HEBREW UNIVERSITY (AFHU) IS A NATIONAL, NOT-FOR-PROFIT ORGANIZATION IN SUPPORT OF THE HEBREW UNIVERSITY OF JERUSALEM, ISRAEL'S FOREMOST CENTER OF HIGHER EDUCATION AND RESEARCH. FORGING A MEANINGFUL PARTNERSHIP BETWEEN AMERICAN JEWRY AND THE PEOPLE OF ISRAEL, AFHU HELPS TO ENSURE THE NATION'S WELL BEING BY NURTURING ISRAEL'S GREATEST ASSET: THE INTELLECTUAL STRENGTH OF ITS PEOPLE. AFHU'S CULTURAL AND EDUCATIONAL PROGRAMS ATTRACT PEOPLE FROM ALL WALKS OF LIFE, INCLUDING HEBREW UNIVERSITY AND ROTHBERG INTERNATIONAL SCHOOL ALUMNI, AMERICAN SCHOLARS AND SCIENTISTS, AND THE GENERAL U.S. PUBLIC. THESE PROGRAMS, AS WELL AS AFHU MISSIONS TO ISRAEL AND HEBREW UNIVERSITY, PROMOTE GREATER UNDERSTANDING OF THE UNIVERSITY'S CONTRIBUTIONS IN FIELDS RANGING FROM TECHNOLOGY, MEDICINE AND LAW TO AGRICULTURE, PUBLIC POLICY AND JEWISH STUDIES. FOUNDED BY THE AMERICAN PHILANTHROPIST, FELIX M. WARBURG IN 1925, AFHU HAS BEEN A CENTRAL FORCE IN HEBREW UNIVERSITY'S RISE TO INTERNATIONAL | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 35128666 | Expense |
| Grants | 35128666 | Grants |
| Revenue | 163899 | Revenue |
| Description | The American Friends of Hebrew University's (AFHU) primary exempt purpose is to support Hebrew University and other educational institutions in Israel and the United States. AFHU accomplishes this by making grants to these organizations to promote and encourage higher education, research and training in all disciplines. | Description |
| Total Program Service Expense | 35128666 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 77 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 81 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | IS | NameOfForeignCountry |
| Name Of Foreign Country | LS | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 65 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 65 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JANE KAMPTON CONTROLLER | NamePerson |
| Telephone Number | 2126078569 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 25TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10004 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (76 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Mr Martin E Karlinsky | ||||||||
| President | 10.0 | X | X | 0 | 0 | 0 | ||
| Mr George Schieren | ||||||||
| Chairman | 5.0 | X | X | 0 | 0 | 0 | ||
| Mr Michael A Lobel | ||||||||
| Treasurer | 5.0 | X | X | 0 | 0 | 0 | ||
| Mr Joshua Olshin | ||||||||
| Assist. Treasurer | 1.0 | X | X | 0 | 0 | 0 | ||
| Pamela N Emmerich | ||||||||
| Secretary | 1.0 | X | X | 0 | 0 | 0 | ||
| Mr Ernest Bogen | ||||||||
| Vice President | 1.0 | X | X | 0 | 0 | 0 | ||
| Rita Bogen | ||||||||
| Vice President | 1.0 | X | X | 0 | 0 | 0 | ||
| Mr Charles H Goodman | ||||||||
| Vice President | 1.0 | X | X | 0 | 0 | 0 | ||
| Mr Michael Jesselson | ||||||||
| Vice President | 1.0 | X | X | 0 | 0 | 0 | ||
| Mr Todd S Lundy | ||||||||
| Vice President | 1.0 | X | X | 0 | 0 | 0 | ||
| Kenneth L Stein Esq | ||||||||
| Vice President | 1.0 | X | X | 0 | 0 | 0 | ||
| Ronald M Zimmerman | ||||||||
| Vice President | 1.0 | X | X | 0 | 0 | 0 | ||
| John H Bauman | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Diane Belfer | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| James Blum | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr Stanley M Bogen | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Ms Joyce Brandman | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr Scott Burg | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr Leonard D Cordes | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr I Steven Edelson | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Alan P Fiske | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Ms Ruth Flinkman-Marandy | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr Michael J Freed | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Ms Patricia L Glaser | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr Lawrence E Glick | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr Steven Good | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr Mark Gordon | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Brindell Gottlieb | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Arthur Gutterman | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Nancy Hamburger | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Sheldon Hechtman | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Dr William H Isacoff | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mrs Renae Jacobs-Anson | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Ms Emma Joels | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr Marvin Jubas | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr Clive Kabatznik | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Ambassador Max M Kampelman | ||||||||
| Director (thru 4/2012) | 1.0 | X | 0 | 0 | 0 | |||
| Brad S Karp | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mrs Frances Katz | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Ellen Klersfeld | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr Harvey M Krueger | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr Michael S Kurtz | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr Fred S Lafer | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Senator Frank Lautenberg | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Ms Marla Lerner Tanenbaum | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Barry H Lippman | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mrs Barbara A Mandel | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mindy Mann | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr James E Matanky | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr Marc O Mayer | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Jamie McCourt | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Dr Mark A Ratner | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mrs Leona Z Rosenberg | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr Keith L Sachs | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Daniel I Schlessinger | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr David Bruce Smith | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr Ira Lee Sorkin | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Eric C Stein | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Ruth Ellen Toole | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Ms Mary Ann Tuft | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr Mark Vidergauz | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Richard D Weinberg Esq | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr Martin Zelman | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mr Richard S Ziman | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Lawrence Zweifach | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| A Sidney Katz Esq | ||||||||
| Director (thru 9/10/2012) | 1.0 | X | 0 | 0 | 0 | |||
| Ambassador William A Brown | ||||||||
| Trustee (thru 04/30/2012) | 1.0 | X | ||||||
| PETER WILLNER | ||||||||
| NAT'L EXECUTIVE DIRECTOR | 50.0 | X | 436410 | 0 | 50792 | |||
| JAMES ROTHKOPF | ||||||||
| CHIEF FINANCIAL OFFICER | 50.0 | X | 296234 | 0 | 49215 | |||
| BETH MCCOY | ||||||||
| NATIONAL DIRECTOR OF DEVEL | 40.0 | 265036 | 0 | 49203 | X | |||
| JANE KAMPTON | ||||||||
| CONTROLLER | 50.0 | 181673 | 0 | 43198 | X | |||
| JACQUELINE GLODSTEIN | ||||||||
| EXECUTIVE DIR-NY REGION | 40.0 | 166733 | 0 | 43253 | X | |||
| JILL MOSKOWITZ | ||||||||
| EXECUTIVE DIR-MID ATLANTIC REG | 40.0 | 187848 | 0 | 22674 | X | |||
| MATTHEW ROSS | ||||||||
| EXECUTIVE DIR-WEST COAST REG | 40.0 | 185888 | 0 | 36027 | X | |||
| BETH KYMAN | ||||||||
| EXECUTIVE DIR-NW REGION | 40.0 | 159245 | 0 | 15107 | X | |||
| Sheri Kaufer | ||||||||
| Assoc. Exec. Director - West | 40.0 | 154157 | 0 | 33180 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2033224 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 342649 | TotalOtherCompensation |
| Number Individuals GT100 K | 16 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LAUTMAN MASKA NEILL COMPANY | |||||
| 1730 RHODE ISLAND AVE NW SUITE 301 | WASHINGTON | DC | 20036 | FUNDRAISING | 119479 |
| GRANT THORNTON LLP | |||||
| 666 THIRD AVE | NEW YORK | NY | 10017 | AUDITING&TAX | 190435 |
| SECURITY CAPITAL RESEARCH AND MANAG | |||||
| CHASE TOWER 10 S DEARBON ST 1400 | CHICAGO | IL | 60603 | INV MANAGEMENT | 182581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 834150 | FundraisingEvents |
| Related Organizations | 130001 | RelatedOrganizations |
| Government Grants | 262000 | GovernmentGrants |
| All Other Contributions | 33100411 | AllOtherContributions |
| Noncash Contributions | 455836 | NoncashContributions |
| Total Contributions | 34326562 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REGISTRATION FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 163899 | TotalRevenueColumn |
| Related Or Exempt Function Income | 163899 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 163899 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10853772 | TotalRevenueColumn |
| Unrelated Business Revenue | 8865 | UnrelatedBusinessRevenue |
| Exclusion | $10,844,907 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 59271 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 59271 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 59271 | TotalRevenueColumn |
| Exclusion | $59,271 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 112168291 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 112725818 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -557527 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -557527 | TotalRevenueColumn |
| Exclusion | -$557,527 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 359600 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 834150 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 597026 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -237426 | TotalRevenueColumn |
| Exclusion | -$237,426 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44608551 | TotalRevenueColumn |
| Related Or Exempt Function Income | 163899 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 8865 | UnrelatedBusinessRevenue |
| Exclusion | $10,109,225 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79234 | Total |
| Program Services | 79234 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6050 | Total |
| Program Services | 6050 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35043382 | Total |
| Program Services | 35043382 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1445928 | Total |
| Management And General | 855713 | ManagementAndGeneral |
| Fundraising | 590215 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4137381 | Total |
| Management And General | 1044162 | ManagementAndGeneral |
| Fundraising | 3093219 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226807 | Total |
| Management And General | 73030 | ManagementAndGeneral |
| Fundraising | 153777 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 769430 | Total |
| Management And General | 280611 | ManagementAndGeneral |
| Fundraising | 488819 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 373264 | Total |
| Management And General | 118176 | ManagementAndGeneral |
| Fundraising | 255088 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132655 | Total |
| Management And General | 11011 | ManagementAndGeneral |
| Fundraising | 121644 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105187 | Total |
| Management And General | 75296 | ManagementAndGeneral |
| Fundraising | 29891 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 358443 | Total |
| Management And General | 356321 | ManagementAndGeneral |
| Fundraising | 2122 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176500 | Total |
| Fundraising | 176500 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177898 | Total |
| Management And General | 177898 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274029 | Total |
| Management And General | 56773 | ManagementAndGeneral |
| Fundraising | 217256 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 301553 | Total |
| Management And General | 128 | ManagementAndGeneral |
| Fundraising | 301425 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 335925 | Total |
| Management And General | 75908 | ManagementAndGeneral |
| Fundraising | 260017 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47706 | Total |
| Management And General | 11980 | ManagementAndGeneral |
| Fundraising | 35726 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 574636 | Total |
| Management And General | 187280 | ManagementAndGeneral |
| Fundraising | 387356 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 307806 | Total |
| Management And General | 66668 | ManagementAndGeneral |
| Fundraising | 241138 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129113 | Total |
| Management And General | 36603 | ManagementAndGeneral |
| Fundraising | 92510 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194508 | Total |
| Management And General | 97484 | ManagementAndGeneral |
| Fundraising | 97024 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89171 | Total |
| Management And General | 29944 | ManagementAndGeneral |
| Fundraising | 59227 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DIRECT MAIL | 311538 | 311538 | |
| EVENTS | 463501 | 463501 | |
| PRINTING AND LETTERSHOP | 116680 | 116218 | 462 |
| MISCELLANEOUS | 49151 | 34537 | 14614 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46227476 | Total |
| Program Services | 35128666 | ProgramServices |
| Management And General | 3570062 | ManagementAndGeneral |
| Fundraising | 7528748 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146913 | BOY |
| EOY | 50787 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10704868 | BOY |
| EOY | 13180774 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26363703 | BOY |
| EOY | 28645499 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6120674 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2775960 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3539223 | BOY |
| EOY | 3344714 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 365949554 | BOY |
| EOY | 432403138 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37162657 | BOY |
| EOY | 28608058 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44054916 | BOY |
| EOY | 43769106 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 487921834 | BOY |
| EOY | 550002076 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1186828 | BOY |
| EOY | 1369469 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25100818 | BOY |
| EOY | 25213755 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7707985 | BOY |
| EOY | 6931768 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33995631 | BOY |
| EOY | 33514992 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5311814 | BOY |
| EOY | 7119515 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127444252 | BOY |
| EOY | 180657447 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 321170137 | BOY |
| EOY | 328710122 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 453926203 | BOY |
| EOY | 516487084 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 487921834 | BOY |
| EOY | 550002076 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1618925 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 64179806 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 45792868 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32577498 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35400161 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35281986 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34162663 | CurrentTaxYear |
| Total | 183215176 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 45792868 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32577498 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35400161 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35281986 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34162663 | CurrentTaxYear |
| Total | 183215176 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 29744731 | AmountsSubstContributorsTotal |
| Public Support Total170 | 153470445 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10324062 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8041153 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8918023 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9965924 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10913004 | CurrentTaxYear |
| Total | 48162166 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 27665 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8865 | CurrentTaxYear |
| Total | 36530 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 512232 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 411193 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 614233 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 237855 | CurrentTaxYearMinus1Year |
| Current Tax Year | 359600 | CurrentTaxYear |
| Total | 2135113 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 233548985 | TotalSupport |
| Gross Receipts From Admissions Etc | 163899 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.65712 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.67246 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 5 | NumberDAFsHeld |
| Grants Paid From Donor Funds | 23350 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 601579 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 338251606 | BeginningOfYearBalance |
| Contributions | 58903555 | Contributions |
| Investment Earnings Or Losses | 66020080 | InvestmentEarningsOrLosses |
| Other Expenditures | 17377165 | OtherExpenditures |
| End Of Year Balance | 445798076 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 357406000 | BeginningOfYearBalance |
| Contributions | 2758000 | Contributions |
| Investment Earnings Or Losses | -8062000 | InvestmentEarningsOrLosses |
| Other Expenditures | 13850000 | OtherExpenditures |
| End Of Year Balance | 338252000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 333991000 | BeginningOfYearBalance |
| Contributions | 1452000 | Contributions |
| Investment Earnings Or Losses | 33944000 | InvestmentEarningsOrLosses |
| Other Expenditures | 11981000 | OtherExpenditures |
| End Of Year Balance | 357406000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 335098000 | BeginningOfYearBalance |
| Contributions | 3092000 | Contributions |
| Investment Earnings Or Losses | 4734000 | InvestmentEarningsOrLosses |
| Other Expenditures | 8933000 | OtherExpenditures |
| End Of Year Balance | 333991000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.86760 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13240 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2344804 | OtherCostOrOtherBasis |
| Book Value | 2344804 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 870216 | OtherCostOrOtherBasis |
| Depreciation | 349999 | Depreciation |
| Book Value | 520217 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1381362 | OtherCostOrOtherBasis |
| Depreciation | 1061145 | Depreciation |
| Book Value | 320216 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 510898 | OtherCostOrOtherBasis |
| Depreciation | 398366 | Depreciation |
| Book Value | 112532 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1013394 | OtherCostOrOtherBasis |
| Depreciation | 966449 | Depreciation |
| Book Value | 46945 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3344714 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| STATE OF ISRAEL BONDS | 2733000 | F |
| ALTERNATIVE INVESTMENTS | 25875058 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 28608058 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| TRUST & SPLIT INT AGREEMENTS | 42686308 |
| COMMON FUND | 79424 |
| MISCELLANEOUS RECEIVABLES | 1003374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 43769106 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SPLIT INTEREST AGREEMENT | $6,318,369 |
| MISCELLANEOUS LIABILITIES | $613,399 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6931768 | TotalOfAmounts |
| Total Revenue | 44608551 | TotalRevenue |
| Total Expenses | 46227476 | TotalExpenses |
| Excess Or Deficit For Year | -1618925 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 61957524 | NetUnrealizedGLOnInvestments |
| Other | $2,222,282 | OtherAmount |
| Total Adjustments | 64179806 | TotalAdjustments |
| Excess Or Deficit Per FS | 62560881 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 106401757 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 61957524 | NetUnrealizedGainsInvestments |
| Other Revenues | -59947 | OtherRevenues |
| Revenue Not Rptd F990 | 61897577 | RevenueNotRptdF990 |
| Revenue Subtotal | 44504180 | RevenueSubtotal |
| Investment Expenses Not Included | 177898 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -73527 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 104371 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 44608551 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 46063158 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 73527 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 73527 | ExpensesNotRptdF990 |
| Expenses Subtotal | 45989631 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 177898 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 59947 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 237845 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 46227476 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF CHANGE IN NET ASSETS | FORM 990, SCHEDULE D, PART XI, LINE 8 | CHANGES IN VALUE OF SPLIT-INTEREST AGREEMENTS $2,307,149 Pension related expenses $(84,867) ========== Total Change $2,222,282 |
| RECONCILIATION OF REVENUE | FORM 990, SCHEDULE D, PART XII | Line 2d, Other revenue on books not on return: Legal fees-endowment related $(59,947) LINE 4B - revenue on return not on books: FUNDRAISING EXPENSE- Events $(237,426) Registration Fees Reclassed from Events $ 163,899 ------------------------------------------------------ Total Line 4(b) $ (73,527) |
| Reconciliation of expenses | FORM 990, SCHEDULE D, PART XIII | Line 2d, expense on books not on return: FUNDRAISING EXPENSE- Events $ 237,426 Registration Fees Reclassed from Events $(163,899) ------------------------------------------------------ Total Line 4(b) $ 73,527 LINE 4B - Expense on return not on books: Legal fees- Endowment Related $59,947 |
| Income taxes | Form 990, Schedule D, Part X, Line 2 | The Organization follows guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This standard provides that the tax effects from an uncertain tax position can be recognized in the consolidated financial statements only if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The standard also provides guidance on measurement, classification, interest and penalties, and disclosure and had no material impact on the accompanying consolidated financial statements. The tax years ended 2009, 2010 and 2011 are still open to audit for both federal and state purposes. The Organization has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it has nexus; and to identify and evaluate other matters that may be considered tax positions. |
| Consolidated Financial Statements | Schedule D, Part XI, XII & XIII | American Friends of Hebrew University receives consolidated financial statements that include the activities of a related organization, American Friends of Hebrew University Charitable Common Fund. The American Friends of Hebrew University has completed Schedule D, Parts XI, XII & XIII, which provide a reconciliation from the audited financial statements to the Form 990, reporting its separate activity. |
| Schedule D, Part I | AFHU is providing additional detail on its donor advised funds since the IRS provided schedule does not accurately reflect the transactions in the current year (which are reported on Line 3). Beginning Year Balance $617,328 Gifts to Other Charitable Institutions ($20,100) Gifts to Other Educational Institutions ($3,250) Management Fees ($7,550) Unrealized Gains/(loss) $(2,816) Dividends $17,748 Total Changes ($15,748) End of Year Balance $601,579 Schedule D, Part V, Endowment Fund The pooled endowment fund for the American Friends of the Hebrew University of Jerusalem ("the Organization") provides grant allocations to the Hebrew University of Jerusalem for scholarships, research, equipment and other projects in accordance with approximately 1,700 individual donor endowment fund agreements. The grant amounts are determined based on an annual spending policy approved by the Board of Directors. In prior years' Form 990s, only the value of the permanently restricted endowments was included for Schedule D, Part V. The temporarily restricted endowments were inadvertently NOT included in the return as they were not required to be included in the audited financial statement footnote. In order to true-up the correct FY 2012 Form 990 roll forward required on Schedule D, Section V, an adjustment was made to add the difference between the total market value of all endowment funds at 9/30/12 and the market value of the Permanently Restricted Endowment Funds at 9/30/12. This amount, $52,140,431 is included on line 1b, contributions. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|
| Middle East and North Africa | Grantmaking | 35043382 |
| Central America and the Caribbean | Investments | 10683520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 45726902 | SubtotalAmountSpent |
| Total Amount Spent | 45726902 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (3 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| Middle East/North Africa | GENERAL | 34962711 | Wire |
| Middle East/North Africa | Research | 35286 | Check |
| Middle East/North Africa | Research | 35194 | Wire |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 3 | TotalNumberOf501c3Orgs |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | visiting lectureship | TypeOfAssistance |
| Region | Middle East/North Africa | Region |
| Number Of Recipients | 1 | NumberOfRecipients |
| Amount Of Cash Grant | 5690 | AmountOfCashGrant |
| Manner Of Cash Disbursement | Check | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Activities Outside the United States | Identifier |
| Return Reference | Form 990, Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | The American Friends of The Hebrew University employs the services of a CPA firm to verify that grants to The Hebrew University are spent for the purposes for which the donor intended. Form 990, Schedule F, Part IV, Lines 1, 4 & 5 The American Friends of Hebrew University invests in domestic and foreign limited partnerships that may own an interest in a foreign corporation, passive foreign investment company, or foreign partnership. Nevertheless, the organization's investment activities may not reach the thresholds required for filing the Forms 926, 8621 or 8865. To the extent that the organization is required to complete one of these foreign forms, it is filed with the organization's annual Form 990-T. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|
| Lautman Maska Neill Co | Direct Mail Consulting | false | 392450 | 104822 | 287628 |
| Neal P Myerberg | Planned Giving | false | 1055000 | 75308 | 979692 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1447450 | TotalGrossReceipts |
| Total Retained By Contractors | 180130 | TotalRetainedByContractors |
| Total Net To Organization | 1267320 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LA scopus gala | NameOfEvent1 |
| Gross Receipts Event1 | 374000 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 269000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 105000 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 70895 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 19306 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 64499 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PB gala dinner | NameOfEvent2 |
| Gross Receipts Event2 | 255000 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 191000 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 64000 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 60814 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 72329 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 360 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 13 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 564750 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 374150 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 190600 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 230469 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 53456 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 24898 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1193750 | GrossReceiptsTotal |
| Charitable Contributions Total | 834150 | CharitableContributionsTotal |
| Gross Revenue Total Events | 359600 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 362178 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 145091 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 89757 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 597026 | DirectExpenseSummaryEvents |
| Net Income Summary | -237426 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | form 990, schedule G, line 3 | Identifier |
| Explanation | As of March 26th, 2012, the American Friends of Hebrew University is no longer registered to solicit in the state of Utah. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Hadassah Medical Organization | |||||||
| 50 West 58th Street | New York | NY | 10019 | 132563745 | 501(c)(3) | 23802 | dental school |
| Boston University School of Medicine | |||||||
| 715 Albany Street | Boston | MA | 02118 | 942539545 | 501(c)(3) | 32081 | Student exchange |
| Congregation Kol Shofar | |||||||
| 215 Blackfield Drive | Tiburon | CA | 94920 | 136110872 | 501(c)(3) | 12500 | General Purpose |
| Henry E Huntington Library & Art Gallery | |||||||
| 1151 Oxford Road | San Marino | CA | 91108 | 951644589 | 501(c)(3) | 6500 | General purpose |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Scholarship | 1 | 1500 |
| Visting Lectureship | 1 | 4550 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grant monitoring procedures | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Grants made within the United States are limited to 501(c)(3) organizations that are active in fulfilling the charitable purposes of the American Friends of Hebrew University. Since grants are only made to select charities, no additional monitoring procedures are in place. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER WILLNER | |||||||||||||
| 419472 | 0 | 0 | 0 | 16938 | 0 | 22050 | 0 | 28742 | 0 | 487202 | 0 | 0 | 0 |
| JAMES ROTHKOPF | |||||||||||||
| 271234 | 0 | 25000 | 0 | 0 | 0 | 11873 | 0 | 37342 | 0 | 345449 | 0 | 0 | 0 |
| BETH MCCOY | |||||||||||||
| 245036 | 0 | 20000 | 0 | 0 | 0 | 22050 | 0 | 27153 | 0 | 314239 | 0 | 0 | 0 |
| JANE KAMPTON | |||||||||||||
| 166673 | 0 | 15000 | 0 | 0 | 0 | 7978 | 0 | 35220 | 0 | 224871 | 0 | 0 | 0 |
| JACQUELINE GLODSTEIN | |||||||||||||
| 166733 | 0 | 0 | 0 | 0 | 0 | 8978 | 0 | 34275 | 0 | 209986 | 0 | 0 | 0 |
| JILL MOSKOWITZ | |||||||||||||
| 175348 | 0 | 12500 | 0 | 0 | 0 | 16044 | 0 | 6630 | 0 | 210522 | 0 | 0 | 0 |
| MATTHEW ROSS | |||||||||||||
| 173388 | 0 | 12500 | 0 | 0 | 0 | 16711 | 0 | 19316 | 0 | 221915 | 0 | 0 | 0 |
| BETH KYMAN | |||||||||||||
| 159245 | 0 | 0 | 0 | 0 | 0 | 7045 | 0 | 8062 | 0 | 174352 | 0 | 0 | 0 |
| Sheri Kaufer | |||||||||||||
| 154157 | 0 | 0 | 0 | 0 | 0 | 13873 | 0 | 19307 | 0 | 187337 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COMPENSATION | FORM 990, SCHEDULE J, PART I, LINE 1 | The spouse of the executive director periodically travels with him on business trips. The American Friends of Hebrew University treats these payments as taxable compensation, the amounts of which are included on his Form W-2 and disclosed on this return as other reportable compensation. |
| Form 990, Schedule J, Part I, Line 7 | Several individuals reported on the organization's Form 990 in Part VII and Schedule J received bonuses in fiscal year 2011. All bonus/salary recommendations for senior staff members are recommended by the National Executive Director to the Compensation Committee. The Compensation Committee is comprised of the President, Treasurer and Chairman of the Board. The Compensation Committee reviews materials provided by the National Executive Director and makes a recommendation to the Management Committee. The Management Committee is comprised of the above-mentioned 3 Board members and an additional 16 Board members. The Management Committee makes the ultimate decision about all senior staff salary/bonus increases/adjustments. As evidence of their decision and approval, the President of the Board signs and dates an Excel spreadsheet with the final approved recommendations,and provides minutes of the meeting. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 31 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 443836 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost or sale price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | state of Israel Bonds | Description |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 12000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost or sale price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Noncash Contributions | Identifier |
| Explanation | To the extent that AFHU receives noncash contributions of marketable securities, the organization's investment manager is tasked with disposing of those securities. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Family relationship disclsoure | FORM 990, PART VI, section A, LINE 2 | ERNEST BOGEN, VICE PRESIDENT, AND RITA BOGEN, secretary, have a family relationship. ERNEST BOGEN, VICE PRESIDENT, AND STANLEY M BOGEN, director, have a family relationship. Ken Stein, Vice President, and Eric Stein, President of the San Francisco regional board have a family relationship. Sheldon Hechtman, President of the Southeast Region and Ellen Klersfeld, Director and member of the investment committee, have a family relationship. Significant changes to its governing documents Form 990, Part VI,Section A, Line 4 The American Friends of Hebrew University amended its bylaws in the current fiscal year to refine the composition of the audit committee membership to include both directors and non-directors. |
| 990 review process | FORM 990, PART VI, LINE 11 | The organization's Form 990 was prepared by a national accounting firm in conjunction with the organization's financial department. A copy of the draft Form 990 was reviewed and approved by the Audit Committee and made available to the entire Board of Directors prior to its filing with the Internal Revenue Service. |
| Conflict of interest policy monitoring and enforcement | FORM 990, PART VI, LINE 12 | Each officer, director, trustee and key employee of the organization is required to annually disclose any conflicts of interest that arise by virtue of their employment, board service, or position with the organization. The organization monitors compliance with its conflict of interest policy through an annual questionnaire/disclosure statement that is distributed to these individuals. The President has the authority to monitor the conflicts of interest questionnaires and report the findings to the Board of Directors. Conflicts, when they arise, are investigated immediately. |
| Process for determining compensation | FORM 990, PART VI, LINE 15 | All bonus/salary recommendations for the National Executive Director are determined by the Compensation Committee which is comprised of the President, Treasurer and Chairman of the Board. The Compensation Committee then makes a recommendation to the Management Committee for approval. The Management Committee is comprised of the above-mentioned 3 board members and an additional 16 board members. The final approval rests with the Management Committee. All bonus/salary recommendations for all other officers and key employees are made by the National Executive Director to the Compensation Committee, who ultimately makes a recommendation to the Management Committee. The final approval rests with the Management Committee. |
| Disclosure of documents | FORM 990, PART VI, LINE 19 | The organization makes its Form 990 available to the public by retaining a copy at its place of business. The Form 990 is likewise published on the Internet at www.guidestar.org and on the organization's website, www.afhu.org. The organization's financial statements, governing documents and conflict of interest policy will be made available upon request. The audited financial statements are also available on the organization's website. |
| Form 990 - Board Relationships | AFHU holds a real estate investment with an approximate value of $4,257,000. Board member, Richard Ziman, is a principal with the real estate investment company. AFHU holds marketable securities with an approximate value of $4,729,000 in a non-pooled endowment fund which is under the control of the donor and Board member, Stanley Bogen. The Organization did not pay investment manager fees that exceeded the threshold necessary for reporting on Form 990, Schedule L. In the interests of full disclosure, AFHU is reporting these relationships on its Form 990. | |
| Other changes in net assets | Form 990, Schedule XI, Line 5 | Unrealized Losses $61,957,524 Change in Value of Split Interest agreements $2,307,049 Pension related expenses $(84,867) ========== Total $64,179,806 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AFHU CHARITABLE COMMON FUND | |||||||||||||||
| one battery park plaza | new york | NY | 10004 | 133525587 | Donor Advised | NY | 501(c)(3) | private fdn | NA | true | |||||
| HEBREW UNIVERSITY OF JERUSALEM | |||||||||||||||
| 237285905 | EDUCATION | 501(c)(3) | school | NA | false | Mt Scopus Campus | JERUSALEM | IS | 91905 | IS | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFHU charitable common fund | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionType |
| Amount Involved | 130001 | AmountInvolved |
| Method Of Amt Determination | fmv | MethodOfAmtDetermination |
Comments