2012-08-10T13:49:29-05:00 2011-12-31 GRANT THORNTON LLP 666 THIRD AVENUE NEW YORK NY 100174057 990 2011-01-01 134092050 THE BIRTHRIGHT ISRAEL FOUNDATION % DAVID SHAPIRO BIRT 2124570046 33 EAST 33RD STREET 7TH FLOOR NEW YORK NY 10016 david shapiro 2012-08-10 true 2125990100 2011 2016-02-24 21:20:13Z DAVID SHAPIRO 33 EAST 33RD STREET 7TH FL NEW YORK NY 10016 55381619 false X WWW.BIRTHRIGHTISRAEL.ORG X 1999 NY TO SUPPORT THE EDUCATION OF MEMBERS OF THE JEWISH COMMUNITY OUTSIDE OF ISRAEL ABOUT JUDAISM AND ITS HERITAGE, AND TO FOSTER STRONGER BONDS BETWEEN THE JEWS OF THE DIASPORA AND THE STATE OF ISRAEL. 27 27 50 0 0 51823363 46882522 0 0 22467 55470 0 4134 51845830 46942126 49270686 47287680 0 0 3529723 4854096 0 20572 3885716 2233399 3033277 55033808 55195625 -3187978 -8253499 23347722 14684454 504817 676048 22842905 14008406 X THE BIRTHRIGHT ISRAEL FOUNDATION ("THE FOUNDATION") WAS INCORPORATED ON DECEMBER 10, 1999. IT WAS FORMED TO SUPPORT THE EDUCATION OF MEMBERS OF THE JEWISH COMMUNITY OUTSIDE OF ISRAEL ABOUT JUDAISM, TO STRENGTHEN THE UNDERSTANDING OF THEIR HERITAGE, AND TO FOSTER STRONGER BONDS BETWEEN THE JEWS OF THE DIASPORA AND THE STATE OF ISRAEL. IN FURTHERANCE OF THESE PURPOSES, THE FOUNDATION PROVIDES FUNDING TO ENABLE INDIVIDUALS AGED 18-26 TO PARTICIPATE IN AN EDUCATIONAL PEER-GROUP TRIP TO ISRAEL. ADDITIONALLY, EDUCATIONAL PROGRAMS HAVE BEEN DEVELOPED TO TARGET PARTICIPANTS WHO HAVE RETURNED FROM ISRAEL TO ENHANCE THEIR ISRAEL EXPERIENCE AND STRENGTHEN THEIR BOND WITH THE JEWISH COMMUNITY BOTH IN NORTH AMERICAN AND ISRAEL. false false 46786680 46786680 0 Taglit-Birthright Israel - The Foundation provides a gift of first time, peer group, educational trips to Israel for Jewish young adults ages 18 to 26 from around the world. Taglit Birthright Israel is a unique partnership between private philanthropists through The Birthright Israel Foundation; the people of Israel through the Government of Israel; and Jewish communities around the world (North American Jewish Federations, Keren Hayesod and the Jewish Agency for Israel). The mission is to send tens of thousands of young Jewish adults from all over the world to Israel as a gift to diminish the growing division between Israel and Jewish communities around the world; to strengthen the sense of solidarity between Israeli youth and Jewish communities throughout the world; and to promote the idea of a trip to Israel for all Diaspora Jews as a critical part of Jewish life outside of Israel. 702236 501000 0 NEXT POST PROGRAMMING - RAN FOLLOW UP EDUCATIONAL PROGRAMS FOR YOUNG JEWISH ADULTS IN PEER-LED LOCAL CULTURAL, RELIGIOUS, AND VOLUNTEER ACTIVITIES. 47488916 true true false false false false false false false false true false false false false true true false false true true true false true false false false true false true false false false false false false false false true false false false false true true true false false true 48 0 true 50 true false false false false false false false false false false X 27 27 false false false false false false false true true false false true true true true true true true true false AL AK AZ AR CA CO CT FL GA IL KS KY LA ME MD MI MN MO NH NJ NM NC ND OH OR PA RI SC TN VA WA WV WI X DAVID SHAPIRO 2124570046 33 EAST 33RD STREET NEW YORK NY 10016 Madlyn Abramson 2.0 X 0 0 0 Laurie Blitzer 2.0 X 0 0 0 Traci Learner 2.0 X 0 0 0 Charles R Bronfman 5.0 X X 0 0 0 Michael A Leven 2.0 X 0 0 0 Mark Charendoff 2.0 X 0 0 0 Sender Cohen 2.0 X 0 0 0 Cheryl Einhorn 2.0 X 0 0 0 Susie Gelman 5.0 X X 0 0 0 Joe Gutman 5.0 X X 0 0 0 Jon Jacobson 2.0 X 0 0 0 Michael Jesselson 2.0 X 0 0 0 Arlene Kaufman 2.0 X 0 0 0 Ivan Kaufman 2.0 X 0 0 0 Debbie Kimel 2.0 X 0 0 0 Al Levitt 2.0 X 0 0 0 Sander Levy 5.0 X X 0 0 0 David Mamet 2.0 X 0 0 0 Joshua Nash 2.0 X 0 0 0 Daniel S Och 5.0 X X 0 0 0 Marlene Post 5.0 X X 0 0 0 Remy Roizen 2.0 X 0 0 0 Michael J Sacks 2.0 X 0 0 0 Jane Sherman 2.0 X 0 0 0 Jenna Segal 2.0 X 0 0 0 Michael H Steinhardt 2.0 X 0 0 0 Bonnie Tisch 2.0 X 0 0 0 Robert P Aronson 40.0 X 437934 0 28904 Barbara Aronson 40.0 X 199952 0 40785 Maxyne Finkelstein 40.0 X 296330 0 25755 S David Shapiro 40.0 X 219235 0 34165 Arthur Paikowsky 40.0 X 252561 0 42701 Gary Weinstein 40.0 X 211932 0 32169 Deborah Fuld 40.0 X 139065 0 15581 Jeffry Cohen 40.0 X 147288 0 12485 David Saginaw 40.0 X 160835 0 20553 Gail Hyman 40.0 X 108648 0 11055 Dorothy Kauffman 40.0 X 162848 0 33226 2336628 0 297379 12 false true false AB Data 600 AB Data Drive MILWAUKEE WI 53217 Mail Solicitations 199900 1 7793573 39088949 8562864 46882522 0 18318 18318 0 0 8476645 8439493 37152 37152 37152 0 0 0 OTHER REVENUE 900099 4134 4134 4134 46942126 59604 501000 501000 0 46786680 46786680 0 1153249 12797 441492 698960 0 2816229 31251 1078122 1706856 156695 1739 59987 94969 481940 5348 184498 292094 245983 2730 94168 149085 0 85935 85935 6300 6300 0 20572 20572 0 779945 779945 9626 8190 1436 413878 232441 181437 39070 16338 22732 0 662562 89252 241300 332010 323472 154222 169250 0 233425 178661 54764 0 0 152174 58119 41014 53041 38786 16913 21873 COMMUNICATIONS 192336 158194 34142 HOSPITALITY 42241 17540 24701 SUBSCRIPTIONS AND PUBLICATIONS 22345 5201 17144 STATE REGISTRATION&FILING FEES 12739 12739 18443 7793 10650 55195625 47488916 3820993 3885716 301735 356452 7722224 7894355 14537915 5148442 165742 325492 0 0 0 0 0 0 0 0 105715 149718 1278199 495904 486855 782295 27536 27700 0 0 0 0 0 0 0 0 23347722 14684454 314811 458979 9300 0 180706 217069 0 0 0 0 0 0 0 0 0 0 0 0 504817 676048 X 14743805 8181639 8099100 5826767 0 0 22842905 14008406 23347722 14684454 X -8253499 -581000 X false true true X false X 87638857 48606830 71369840 51823363 46882522 306321412 87638857 48606830 71369840 51823363 46882522 306321412 111947398 194374014 424274 249475 95311 26350 18318 813728 26746 0 0 0 4134 30880 307166020 0.63280 0.65638 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 655976 121053 534923 352251 271413 80838 269972 103438 166534 782295 0 0 46942126 55195625 -8253499 -581000 -581000 -8834499 46942126 46942126 46942126 55776625 581000 581000 55195625 55195625 Fin 48 Part X The Foundation 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 guidance provides that the tax effects from an uncertain tax position can only be recognized in the financial statements if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. The Foundation 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 was nexus; and to identify and evaluate other matters that may be considered tax positions. The tax years ending 2008, 2009, 2010 and 2011 are still open to audit for both federal and state purposes. The Foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. SCHEDULE D, PART XI, LINE 8 Reserve for uncollectible contributions receivable........$581,000 SCHEDULE D, PART XIII, LINE 2D Reserve for uncollectible contributions receivable........$581,000 true Middle East and North Africa Grantmaking 46786680 46786680 46786680 Middle East/North Africa GENERAL SUPPORT 46786680 WIRE TRANSFR 1 0 false false false false false false SCHEDULE F, PART I, LINE 2 The Birthright Israel Foundation is the fundraising arm of Taglit-Birthright Israel. Its primary exempt mission is to provide support to this non-U.S. organization; accordingly, the majority of its grantmaking activities are conducted overseas. THE FOUNDATION RECEIVES PERIODIC REPORTS ON THE USE OF FUNDS from Taglit-Birthright Israel. X X X X true AB Data LTD 600 ab DATA DRIVE MILWAUKEE WI 53217 FUNDRAISING false 603850 199900 403950 Convio Inc 2000 DANIEL ISLAND DRIVE CHARLESTON SC 294927541 FUNDRAISING false 1313012 65796 1247216 1916862 265696 1651166 AL AK AZ AR CA CO CT FL GA IL KS KY LA ME MD MI MN MO NH NJ NM NC ND OH OR PA RI SC TN VA WA WV WI true BIRTHRIGHT ISRAEL NEXT 33 EAST 33RD STREET 7TH FLOOR NEW YORK NY 10016 263733917 501(C)(3) 501000 GENERAL SUPPORT 1 0 SCHEDULE I, LINE 1 The Foundation occasionally makes grants to Jewish 501(c)(3) charities in the United States that support its mission and ultimate goal of promoting Jewish life outside of Israel. The largest grant is made to a related party, Birthright Israel Next, to promote its charitable mission. The Foundation and NEXT share a common board so all funds granted to NEXT are certain to be used in a manner that is consistent with the Foundation's charitable mission. For grants made to other organizations, the Foundation requires periodic updates on the use of the funds. No grants were made to other Section 501(c)(3) organizations in 2011. X X X X X true false false false false false false true false Robert P Aronson 402934 0 35000 0 0 0 12250 0 16654 0 466838 0 0 0 Barbara Aronson 199952 0 0 0 0 0 32368 0 8417 0 240737 0 0 0 Arthur Paikowsky 252561 0 0 0 0 0 12250 0 30451 0 295262 0 0 0 Deborah Fuld 139065 0 0 0 0 0 13900 0 1681 0 154646 0 0 0 Maxyne Finkelstein 281330 0 15000 0 0 0 12250 0 13505 0 322085 0 0 0 S David Shapiro 219235 0 0 0 0 0 11000 0 23165 0 253400 0 0 0 Gary Weinstein 211932 0 0 0 0 0 9667 0 22502 0 244101 0 0 0 Jeffry Cohen 147288 0 0 0 0 0 0 0 12485 0 159773 0 0 0 David Saginaw 160835 0 0 0 0 0 7875 0 12678 0 181388 0 0 0 Dorothy Kauffman 162848 0 0 0 0 0 5500 0 27726 0 196074 0 0 0 SCHEDULE J, PART I, Line 7 Bonus The foundation provided a bonus to two individuals reported on Form 990, Part VII and Schedule J: a $35,000 bonus to President, Robert Aronson and a $15,000 bonus to COO, Maxyne Finkelstein. All bonuses are based on meeting certain performance metrics and are required to be approved by the Board of Directors. President Aronson and COO Finkelstein had no input into the bonus they received. X 21 8562864 FMV false true true Part I, Line 32b To the extent that the foundation received contributions of securities, it uses its investment broker to liquidate those assets into cash for use by the foundation. FORM 990, PART VI, LINE 11 The Form 990 was prepared by a nationally renowned accounting firm in conjunction with the organization's financial department. A copy of the draft Form 990 was circulated to the full Board of Trustees for discussion and comment. Each Board Member was provided ample opportunity to comment on the information contained in the 990 prior to its filing with the Internal Revenue Service. 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. Potential conflicts are investigated immediately. FORM 990, PART VI, LINE 15 The compensation of all of the individuals included on schedule j is reviewed annually by the independent members of the compensation committee of the board of directors who relied upon external 3rd party comparable market data gathered by a compensation adviser in assessing the appropriateness of the total compensation opportunity to be provided to the incumbent. Compensation decisions and reports are contemporaneously documented in the minutes of the meeting of the committee when the decisions are made. FORM 990, PART VI, LINE 19 The taxpayer 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. The organization's financial statements, governing documents and conflict of interest policy are not ordinarily made available to the public, but, if requested, will be provided at management's discretion. FORM 990, PART XI, LINE 5 Reserve for uncollectible contributions receivable........$581,000 BIRTHRIGHT ISRAEL NEXT 33 EAST 33RD STREET NEW YORK NY 10016 263733917 ALUMNI PRGRM NY 501(C)(3) 7 NA true false true false false false false true false false true false false true true false true true false BIRTHRIGHT ISRAEL NEXT B 501000 FMV