FURP.ORG / PUBLIC DATA EXPLORER

FORWARD ASSOC INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
FORWARD ASSOC INC (EIN 13-0623590)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-29
IRS object ID
201203349349300125
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-29T15:00:23-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN131517563EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LOEB & TROPER LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1655 THIRD AVENUE 12TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN130623590EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE FORWARD ASSOCIATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlFORWNameControl
Phone2128898200Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 MAIDEN LANEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10038ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSAMUEL NORICHName
TitleEXECUTIVE DIRECTORTitle
Phone2128898200Phone
Date Signed2012-11-28DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameFREDERICK H ROTHMANName
PTINP01275277PTIN
Phone2128674000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSAMUEL NORICHNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1125 MAIDEN LANEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10038ZIPCode
FieldValueIRS element (for citing)
Gross Receipts16662640GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.FORWARD.COMWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1901YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionTO PROMOTE AND STRENGTHEN JEWISH PEOPLEHOOD, YIDDISH CULTURE, AND SOCIAL AND ECONOMIC JUSTICE. IT PURSUES THESE GOALS THROUGH ITS PUBLICATIONS AND PHILANTHROPIC GRANTS, AND THROUGH COLLABORATIVE EFFORTS WITH OTHER LIKEMINDED ORGANIZATIONS.ActivityOrMissionDescription
Nbr Voting Members Governing Body12NbrVotingMembersGoverningBody
Nbr Independent Voting Members12NbrIndependentVotingMembers
Total Nbr Employees70TotalNbrEmployees
Total Nbr Volunteers12TotalNbrVolunteers
Total Gross UBI614506TotalGrossUBI
Net Unrelated Business Txbl Income-250NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year93994ContributionsGrantsPriorYear
Contributions Grants Current Year360179ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1610808ProgramServiceRevenuePriorYear
Program Service Revenue CY1420795ProgramServiceRevenueCY
Investment Income Prior Year6955995InvestmentIncomePriorYear
Investment Income Current Year1341557InvestmentIncomeCurrentYear
Other Revenue Prior Year127391OtherRevenuePriorYear
Other Revenue Current Year44876OtherRevenueCurrentYear
Total Revenue Prior Year8788188TotalRevenuePriorYear
Total Revenue Current Year3167407TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year2350GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY9228GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year3954461SalariesEtcPriorYear
Salaries Etc Current Year4119514SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY28000TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year373360TotalFundrsngExpCurrentYear
Other Expense Prior Year4329055OtherExpensePriorYear
Other Expenses Current Year4275246OtherExpensesCurrentYear
Total Expenses Prior Year8285866TotalExpensesPriorYear
Total Expenses Current Year8431988TotalExpensesCurrentYear
Revenues Less Expenses Prior Year502322RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-5264581RevenuesLessExpensesCY
Total Assets BOY67442237TotalAssetsBOY
Total Assets EOY60715478TotalAssetsEOY
Total Liabilities BOY1755905TotalLiabilitiesBOY
Total Liabilities EOY1597156TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY65686332NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY59118322NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE FORWARD ASSOCIATION SERVES THE AMERICAN JEWISH COMMUNITY BY ENABLING ITS MEMBERS TO BE BETTER INFORMED IN ORDER TO GROW AS INDIVIDUALS, BECOME MORE ENGAGED WITH COMMUNAL CONCERNS AND BE MORE FAMILIAR WITH JEWISH CULTURE. IT CARRIES OUT ITS MISSION THROUGH REPORTING, ANALYSIS AND COMMENTARY ON CURRENT EVENTS AND THE ARTS, IN ENGLISH AND YIDDISH, THAT MEET THE HIGHEST STANDARD OF PUBLIC SERVICE IN JOURNALISM AND CULTURAL EXPRESSION.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense4992840Expense
Grants9228Grants
Revenue736080Revenue
DescriptionENGLISH MEDIA DIVISION: THE LARGEST PROGRAM OF THE FORWARD ASSOCIATION IS ITS ENGLIH NEWSPAPER FORWARD,PUBLISHED WEEKLY IN PRINT AND UPDATED CONTINUALLY ONLINE. IT REACHES NEARLY 30,000 READERS BY POSTAL MAIL AND 300,000 READERS MONTHLY VIA THE INTERNET AT FORWARD.COM. THE QUALITY OF ITS JOURNALISM HAS BEEN RECOGNIZED THROUGH NUMEROUS AWARDS FOR ITS NEWS COVERAGE, EDITORIALS, DESIGN AND WEBSITE.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense1181911Expense
Revenue70209Revenue
DescriptionYIDDISH MEDIA DIVISION: THE SECOND MAJOR PROGRAM OF THE FORWARD ASSOCIATION IS ITS YIDDISH NEWSPAPER FORVERTS, ALSO PUBLISHED WEEKLY IN PRINT AND UPDATED REGULARLY ONLINE. IT IS ONE OF THE FEW REMAINING PERIODICALS IN YIDDISH IN THE WORLD AND PROVIDES AN INDISPENSIBLE SERVICE TO ITS READERS WITH ITS COVERAGE OF YIDDISH CULTURE AS WELL AS NEWS FROM ISRAEL, THE UNITED STATES, AND AROUND THE WORLD. THE WEBSITE INCLUDES NUMEROUS MULTIMEDIA FEATURES, INCLUDING A WEEKLY HOURLONG RADIO HOUR AND DOZENS OF VIDEO FEATURES. FORVERTS REACHES 2,000 READERS THROUGH THE PRINTED NEWSPAPER AND SEVERAL THOUSAND MORE THROUGH ITS WEBSITE, YIDDISH.FORWARD.COM.Description
FieldValueIRS element (for citing)
Total Program Service Expense6174751TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096147NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees70NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryCANameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members12NbrVotingGoverningBodyMembers
Number Independent Voting Members12NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledALStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAZStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledARStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledGAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledHIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNMStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledRIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledSCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledTNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledUTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledVAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWVStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1VIRGINA LARSONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2128898200TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1125 MAIDEN LANEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10038ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (19 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
TOM FREUDENHEIM
PUBLICATIONS CHAIR3.00X000
ADAM J WHITEMAN
BUDGET COMMITTEE CHAIR5.00X000
KATHLEEN PERATIS
DEVELOPMENT CHAIR3.00X000
ELLIOTT PALEVSKY
AUDIT COMMITTEE CHAIR3.00X000
JIM HOFHEIMER
GRANTS & DEVELOPMENT COMMI3.00X000
JON LUKOMNIK
INVESTMENT CHAIR3.00X000
GILDA BRUCKMAN
NOMINATING & MEMBERSHIP CH3.00X000
MATTHEW GELFAND
COMPENSATION COMMITTEE DEV3.00X000
JACOB MOROWITZ
PRESIDENT10.00X000X
DR BARNETT ZUMOFF
VICE PRESIDENT5.00X000X
DEBORAH ZISKIN
SECRETARY5.00X000X
RUTH HOROWITZ
TREASURER5.00X000X
SAMUEL NORICH
EXECUTIVE DIRECTOR60.00231522015130X
JANE EISNER
EDITOR50.0018904807856X
BARRY SURMAN
ASSOCIATE PUBLISHER50.0014955100X
BORIS SANDLER
YIDDISH EDITOR50.0012882200X
VIRGINIA LARSON
CONTROLLER40.0010814100X
LILLIAN SWANSON
MANAGING EDITOR50.0010045100X
JANET HEISER
ASS'T EXECUTIVE DIRECTOR50.0010013700X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1007672TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation22986TotalOtherCompensation
Number Individuals GT100 K7NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (3 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
SPRUCE PRIVATE INVESTORS LLC
ONE STAMFORD PLAZA 263 TRESSER BLVDSTAMFORDCT06901INVESTMENT MANAGEMENT262782
MACHELP NYC
350 7TH AVENUENEW YORKNY10001IT CONSULTING187890
LITTLER MENDELSON PC
900 THIRD AVENUENEW YORKNY10022LEGAL SERVICES133289
FieldValueIRS element (for citing)
Number Of Contractors GT100 K3NumberOfContractorsGT100K
Fundraising Events152860FundraisingEvents
All Other Contributions207319AllOtherContributions
Noncash Contributions31020NoncashContributions
Total Contributions360179TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionPUBLISHING SERVICEDescription
Business Code511110BusinessCode
Total Revenue Column1420795TotalRevenueColumn
Related Or Exempt Function Income806289RelatedOrExemptFunctionIncome
Unrelated Business Revenue614506UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Program Service Revenue1420795TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column782599TotalRevenueColumn
Exclusion$782,599ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column18712TotalRevenueColumn
Exclusion$18,712ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real119839Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real42649Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real77190Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column77190TotalRevenueColumn
Exclusion$77,190ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities13901539Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities13342581Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities558958Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column558958TotalRevenueColumn
Exclusion$558,958ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events37500GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events152860CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses110003FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-72503TotalRevenueColumn
Exclusion-$72,503ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column21477TotalRevenueColumn
Exclusion$21,477ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue21477TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column3167407TotalRevenueColumn
Related Or Exempt Function Income806289RelatedOrExemptFunctionIncome
Unrelated Business Revenue614506UnrelatedBusinessRevenue
Exclusion$1,386,433ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total9228Total
Program Services9228ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total443556Total
Program Services227841ProgramServices
Management And General215715ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total2928275Total
Program Services2491214ProgramServices
Management And General262085ManagementAndGeneral
Fundraising174976Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total26235Total
Program Services14463ProgramServices
Management And General6987ManagementAndGeneral
Fundraising4785Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total469815Total
Program Services394082ProgramServices
Management And General68852ManagementAndGeneral
Fundraising6881Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total251633Total
Program Services213142ProgramServices
Management And General35127ManagementAndGeneral
Fundraising3364Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total562238Total
Program Services260128ProgramServices
Management And General227066ManagementAndGeneral
Fundraising75044Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total256310Total
Program Services46679ProgramServices
Management And General192717ManagementAndGeneral
Fundraising16914Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total35950Total
Management And General35950ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total28000Total
Fundraising28000Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total262782Total
Management And General262782ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total330665Total
Program Services330665ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total716202Total
Program Services586823ProgramServices
Management And General90275ManagementAndGeneral
Fundraising39104Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total117397Total
Program Services117397ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total229748Total
Program Services148320ProgramServices
Management And General78179ManagementAndGeneral
Fundraising3249Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total31388Total
Program Services27696ProgramServices
Management And General3016ManagementAndGeneral
Fundraising676Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total15577Total
Program Services12217ProgramServices
Management And General3226ManagementAndGeneral
Fundraising134Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total451481Total
Program Services85047ProgramServices
Management And General351813ManagementAndGeneral
Fundraising14621Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total61694Total
Program Services33476ProgramServices
Management And General27089ManagementAndGeneral
Fundraising1129Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
FREIGHT AND CIRCULATION653496653496
FREELANCE WRITERS512386512386
MISCELLANEOUS3260410451176704483
BAD DEBT53285328

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total8431988Total
Program Services6174751ProgramServices
Management And General1883877ManagementAndGeneral
Fundraising373360Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY2600BOY
EOY2600EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1081678BOY
EOY1131971EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY269791BOY
EOY144001EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY88568BOY
EOY127502EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis15068112LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1622009LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY13891130BOY
EOY13446103EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY25279815BOY
EOY22551179EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY26828655BOY
EOY17812122EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY5500000EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY67442237BOY
EOY60715478EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY290343BOY
EOY275468EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY715673BOY
EOY560714EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY749889BOY
EOY760974EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1755905BOY
EOY1597156EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY65686332BOY
EOY59118322EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY65686332BOY
EOY59118322EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY67442237BOY
EOY60715478EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-5264581ReconcilationRevenueExpenses
Reconcilation Other Changes-1303429ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years69790CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year93994CurrentTaxYearMinus1Year
Current Tax Year360179CurrentTaxYear
Total523963Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years1869093CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1610808CurrentTaxYearMinus1Year
Current Tax Year1420795CurrentTaxYear
Total4900696Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years1938883CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1704802CurrentTaxYearMinus1Year
Current Tax Year1780974CurrentTaxYear
Total5424659Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total5095424659PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years688176CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year543414CurrentTaxYearMinus1Year
Current Tax Year921150CurrentTaxYear
Total2152740Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years688176CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year543414CurrentTaxYearMinus1Year
Current Tax Year921150CurrentTaxYear
Total2152740Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years19618CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8403CurrentTaxYearMinus1Year
Current Tax Year21477CurrentTaxYear
Total49498Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years2646677CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2256619CurrentTaxYearMinus1Year
Current Tax Year2723601CurrentTaxYear
Total7626897Total
FieldValueIRS element (for citing)
First5 Years509XFirst5Years509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collect Used For PreservationXCollectUsedForPreservation
Solicited Assets For Sale0SolicitedAssetsForSale

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis13969102OtherCostOrOtherBasis
Depreciation913173Depreciation
Book Value13055929BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1099010OtherCostOrOtherBasis
Depreciation708836Depreciation
Book Value390174BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings13446103TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
COOPERATIVE BANK STOCK4065F
HEDGE FUNDS17808057F
FieldValueIRS element (for citing)
Total Of Book Value Securities17812122TotalOfBookValueSecurities

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionDUE FROM BROKERDescription
Book Value5500000BookValue
FieldValueIRS element (for citing)
Total Book Value Other Assets5500000TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionSEVERANCE AND PENSION PAYABLEDescription
Amount$760,974Amount
FieldValueIRS element (for citing)
Total Of Amounts760974TotalOfAmounts
Total Revenue3167407TotalRevenue
Total Expenses8431988TotalExpenses
Excess Or Deficit For Year-5264581ExcessOrDeficitForYear
Net Unrealized GL On Investments-1235357NetUnrealizedGLOnInvestments
Other-$68,072OtherAmount
Total Adjustments-1303429TotalAdjustments
Excess Or Deficit Per FS-6568010ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1643845TotRevenueEtcAuditedFinclStmt
Other Revenues-1260780OtherRevenues
Revenue Not Rptd F990-1260780RevenueNotRptdF990
Revenue Subtotal2904625RevenueSubtotal
Investment Expenses Not Included262782InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt262782RevenueNotRptdOnFinStmt
Total Revenue Per Form9903167407TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt8211855TotExpensesEtcAuditedFinclStmt
Other Expenses Included42649OtherExpensesIncluded
Expenses Not Rptd F99042649ExpensesNotRptdF990
Expenses Subtotal8169206ExpensesSubtotal
Investment Expenses Not Included2262782InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt262782ExpensesNotRptdOnFinStmt
Total Expenses Per Form9908431988TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART III, LINE 4:MEASURING APPROX. 402 LINEAR FEET, WITH 57% CATALOGED, THE FORWARD'S COLLECTION OF PHOTOGRAPHS AND DOCUMENTARY MATERIALS ARE PART OF A HISTORIC JEWISH NEWSPAPER FOUNDED IN 1897 IN NEW YORK CITY, AND WITH A WORLDWIDE READERSHIP. IT IS THE ONLY YIDDISH NEWSPAPER ORIGINATING IN THE 19TH CENTURY THAT CONTINUES TO PUBLISH IN THE 21ST CENTURY. IT WAS THE NEWSPAPER OF RECORD FOR MANY JEWISH IMMIGRANTS ARRIVING HERE BEFORE CONGRESS CUT IMMIGRATION IN 1924, AND HAS CONTINUED TO SERVE THOSE AND OTHER IMMIGRANTS AND THEIR DESCENDENTS IN ENSUING GENERATIONS WHO CONTINUE TO RELY ON IT. THE COLLECTION FORMED DURING PUBLISHING OF AMERICA'S LARGEST YIDDISH DAILY NEWSPAPER FROM 1897-1983, AND AS A WEEKLY SINCE. NEWS EVENTS WORLDWIDE SHAPE THE COLLECTION, WITH AN EMPHASIS ON MODERN JEWISH HISTORY, NEW YORK IMMIGRANT HISTORY, AND GENERAL CULTURE AND HISTORY OF THE LATE 19TH AND 20TH CENTURIES. THROUGHOUT ITS 113 YEAR HISTORY, THE FORVERTS HAS USED ORIGINAL PHOTOGRAPHY. THE COLLECTION IS FAIRLY GLOBAL IN SCOPE COMPRISING MATERIALS FROM EASTERN CENTRAL AND WESTERN EUROPE, THE FORMER SOVIET UNION, BRITISH MANDATED PALESTINE, THE US AND CANADA AS WELL AS ASIA, AFRICA AND ARAB LANDS. WE HOUSE OVER 40,000 GELATIN SILVER PHOTOS MORE THAN HALF OF WHICH REMAIN TO BE CATALOGED. WE OWN SEVERAL UNPROCESSED ROLLS OF FILM BY HARRY LOPATIN, WHOSE CONTRIBUTIONS ARE LARGELY UNKNOWN & WHO WAS ONE OF OUR EARLY PHOTOGRAPHERS. THERE ARE SEVERAL CANS OF REGULAR 8MM COLOR MOTION PICTURE FILM FROM 'CAMP HEMSHEKH' WHICH WAS A SUMMER CAMP SERVING CHILDREN OF MEMBERS OF THE HISTORIC JEWISH LABOR BUND. THERE ARE GLASS NEGATIVES, METAL AND CARDBOARD PLATES, PHOTOS DERIVED FROM THE ORIGINAL PRINTING PROCESS OF OUR NEWSPAPER. THE PRINTING OF THE NEWSPAPER TOOK PLACE IN OUR HISTORIC LANDMARKED BUILDING ON THE LOWER EAST SIDE OF NYC, AND THE METAL PLATES WERE MAINTAINED IN FILE FOLDERS ALONG WITH THE FILE CABINETRY - MORGUE OF NEWSPAPER PHOTOS, BUT ARE NOT COMPLETE REPLICAS OF THE PHOTOS, AND OFTEN CONTAIN UNIQUE HISTORIC IMAGES WE DON'T HAVE AS PHOTOGRAPHS. OVERSIZE HANDWRITTEN NOTEBOOKS CONTAINING BOARD MEETING NOTES IN YIDDISH 1920-1980'S DESCRIBING THE BUSINESS AND POLITICS OF RUNNING THE PAPER; LITERARY & BUSINESS CORRESPONDENCE IN ENGLISH & YIDDISH, BUSINESS RECORDS, CONTRACTS & FINANCIAL CERTIFICATES, YIDDISH MANUSCRIPTS, CD'S OF OUR YIDDISH RADIO PROGRAMS FROM THE 'FORVERTS RADIO HOUR'/WEVD RADIO STATION, EXTERIOR PIECES OF BUILDING FACADE FROM THE ORIGINAL FORVERTS BUILDING, PLAQUES AND AWARDS, LETTERS TO THE EDITOR INCLUDING THOSE FROM INDIVIDUALS SEEKING RELATIVES LOST DURING WWII, AND SEVERAL HARD COPY ISSUES FROM THE 1930'S-60'S OF THE ORIGINAL YIDDISH NEWSPAPER.
PART X:THE ASSOCIATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2008 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES.DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
LOSS ON ADJUSTMENT ON SALE OF BUILDING -68,072.PART XI, LINE 8 - OTHER ADJUSTMENTS:
RENTAL EXPENSE 42,649. UNREALIZED LOSS ON INVESTMENT -1,235,357. LOSS ON ADJUSTMENT ON SALE OF BUILDING -68,072.PART XII, LINE 2D - OTHER ADJUSTMENTS:
RENTAL EXPENSE 42,649.PART XIII, LINE 2D - OTHER ADJUSTMENTS:

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresSpecific Services ProvidedSpecificServicesProvided
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS- FOREIGN HEDGE FUNDS AND LIMITED LIABILITY COMPANY13705179
EUROPE (INCLUDING ICELAND AND GREENLAND)00INVESTMENTS- FOREIGN HEDGE FUNDS996620
MIDDLE EAST AND NORTH AFRICA12PROGRAM SERVICES44256DISTRIBUTION OF ASSOCIATION'S NEWSPAPERS
FieldValueIRS element (for citing)
Subtotal Number Of Offices1SubtotalNumberOfOffices
Subtotal Number Of Employees2SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices1TotalNumberOfOffices
Total Number Of Employees2TotalNumberOfEmployees
Subtotal Amount Spent14746055SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent14746055TotalAmountSpent
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

Name Of Organization NameOfOrganization

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY COUNSELING SERVICE CO LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1461 5TH AVEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
ActivityDEVELOPMENT SERVICESActivity
Fundraiser Control Of Funds0FundraiserControlOfFunds
Gross Receipts0GrossReceipts
Amount Retained By Contractor28000AmountRetainedByContractor
Net To Organization-28000NetToOrganization
FieldValueIRS element (for citing)
Total Retained By Contractors28000TotalRetainedByContractors
Total Net To Organization-28000TotalNetToOrganization
Licensed StatesNYLicensedStates
Licensed StatesALLicensedStates
Licensed StatesAKLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesARLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCOLicensedStates
Licensed StatesCTLicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesHILicensedStates
Licensed StatesILLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GALA 2011NameOfEvent1
Gross Receipts Event1190360GrossReceiptsEvent1
Charitable Contributions Event1152860CharitableContributionsEvent1
Gross Revenue Event137500GrossRevenueEvent1
Rent Facility Costs Event110871RentFacilityCostsEvent1
Food And Beverage Event159200FoodAndBeverageEvent1
Entertainment Event12500EntertainmentEvent1
Other Direct Expenses Event137432OtherDirectExpensesEvent1
Gross Receipts Total190360GrossReceiptsTotal
Charitable Contributions Total152860CharitableContributionsTotal
Gross Revenue Total Events37500GrossRevenueTotalEvents
Rent Facility Costs Total Events10871RentFacilityCostsTotalEvents
Food And Beverage Total Events59200FoodAndBeverageTotalEvents
Entertainment Total Events2500EntertainmentTotalEvents
Other Direct Expenses Total Events37432OtherDirectExpensesTotalEvents
Direct Expense Summary Events110003DirectExpenseSummaryEvents
Net Income Summary-72503NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained
No Grant More Than5000XNoGrantMoreThan5000

Recipient Table RecipientTable (5 entries)

Purpose Of GrantPurposeOfGrant
PROGRAM SUPPORT
PROGRAM SUPPORT
PROGRAM SUPPORT
PROGRAM SUPPORT
PROGRAM SUPPORT

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: APPLICANTS SUBMIT A FORM REQUESTING FUNDS. AFTER MANAGEMENT APPROVES TO PROVIDE THE FUNDS, THE ORGANIZATION IS REQUIRED TO SUBMIT TO MANAGEMENT A REPORT DESCRIBING HOW THE FUNDS WERE USED.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Written Employment ContractXWrittenEmploymentContract
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
SAMUEL NORICH
2315220000000151300246652000
JANE EISNER
18904800000677071790196904000

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99031020NoncashContribsRptdF990
Method Of Determining RevenuesFAIR VALUEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierMETHOD FOR DETERMINING NUMBER OF CONTRIBUTORS:Identifier
Return ReferencePART I, COLUMN (B):ReturnReference
ExplanationNUMBER OF CONTRIBUTORS IS THE AMOUNT OF ITEMS RECEIVED.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 6THE FORWARD ASSOCIATION IS A MEMBERSHIP ORGANIZATION MADE UP OF PEOPLE WHO SUBSCRIBE TO THE ASSOCIATION'S MISSION STATEMENT.
FORM 990, PART VI, SECTION A, LINE 7ATHE NOMINATING COMMITTEE PREPARES A SLATE OF CANDIDATES WHO ARE VOTED UPON BY THE ENTIRE ASSOCIATION AT A GENERAL MEMBERSHIP MEETING. IF ELECTED, NEW MEMBERS SERVE FOR AN INITIAL 3 YEAR TERM. THEY MAY THEN BE NOMINATED FOR LIFETIME MEMBERSHIP. THE ASSOCIATION ALSO VOTES ON THE NOMINEES FOR LIFETIME MEMBERSHIP. THE GENERAL MEMBERSHIP ALSO ELECTS THE OFFICERS AND THE BOARD OF DIRECTOR/COMMITTEE CHAIRS. THE NOMINATING COMMITTEE PREPARES A SLATE OF CANDIDATES FOR THE 4 OFFICERS AND 8 COMMITTEE CHAIRS WHO COMPRISE THE BOARD OF DIRECTORS. THE MEMBERS OF THE ASSOCIATION VOTE FOR AND ELECT THE OFFICERS AND THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11WHEN THE COMPLETED FORM 990 IS RECEIVED BY THE ORGANIZATION,BEFORE IT IS FILED WITH THE IRS, IT WILL BE DISTRIBUTED TO MEMBERS OF THE AUDIT COMMITTEE FOR AN INITIAL REVIEW. THE AUDIT COMMITTEE MEETS, EITHER IN PERSON OR VIA TELECONFERENCE, TO DISCUSS THE 990 AND THEN REFERS IT TO THE MEMBERS OF THE BOARD OF DIRECTORS FOR SEPARATE REVIEW. BOARD MEMBERS ARE ENCOURAGED TO COMMENT AND AFTER DISCUSSION, THE 990 WILL BE FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO THE MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS AND KEY EMPLOYEES. EACH IDIVIDUAL IS REQUIRED TO SUBMIT ANNUALLY THAT HE OR SHE HAS READ THE POLICY AND WHETHER HE OR SHE HAS ENGAGED IN AN ACTIVITY THAT WOULD POSE A CONFLICT. THESE REPORTS ARE REVIEWED BY THE BOARD. FURTHER, IF AN INDIVIDUAL BECOMES AWARE OF A CONFLICT PRIOR TO THE ANNUAL SUBMISSION OF HIS OR HER REPORT, THAT INDIVIDUAL IS REQUIRED TO IMMEDIATELY INFORM THE BOARD. IF A CONFLICT OF INTEREST IS IDENTIFIED, THAT PERSON SHALL REFRAIN FROM USING HIS OR HER PERSONAL INFLUENCE TO ENCOURAGE THE ASSOCIATION TO ENGAGE IN THOSE ACTIVITIES AND HE OR SHE WILL NOT PARTICIPATE IN DELIBERATIONS RELATED TO THE CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE DIRECTOR'S AND ALL EMPLOYEE'S COMPENSATION IS REVIEWED BY THE COMPENSATION COMMITTEE AFTER EXAMINING PERTINENT NOT FOR PROFIT COMPANIES. ONCE APPROVED BY THE COMPENSATION COMMITTEE, THE BOARD OF DIRECTORS VOTES ON THE PROPOSED CONTRACT (CONTRACT NOT APPLICABLE FOR REGULAR EMPLOYEES). THE PROCESS WAS LAST UNDERTAKEN IN 2011.
FORM 990, PART VI, SECTION C, LINE 19THESE DOCUMENTS ARE AVAILABLE UPON REQUEST
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -1,235,357. LOSS ON ADJUSTMENT ON SALE OF BUILDING -68,072. TOTAL TO FORM 990, PART XI, LINE 5: -1,303,429.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990 PART XII LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1FORWARD FUND INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1125 MAIDEN LANEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10038ZIPCode
FieldValueIRS element (for citing)
EIN454590140EIN
Primary ActivitiesSUPPORTING ORGANIZATIONPrimaryActivities
Legal Domicile StateNYLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity StatusLINE 11A, IPublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1THE FOWARD ASSOCIATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg