RUSSELL BERRIE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RUSSELL BERRIE FOUNDATION (EIN 22-2620908)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202413099349100226
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T10:59:54-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MARKS PANETH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222620908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUSSELL BERRIE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | A NEW JERSEY NONPROFIT CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUSS | BusinessNameControlTxt |
| Phone | 2019281880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 FRANK W BURR BLVD BLD E 48 | AddressLine1Txt |
| City | TEANECK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07666 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELICA BERRIE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2019281880 | PhoneNum |
| Signature | 2024-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGDALENA CZERNIAWSKI | PreparerPersonNm |
| PTIN | P00535099 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Preparation | 2024-11-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $165,031,078 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $26,905 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,905 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,109,834 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,109,834 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,746,333 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,941,759 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,745,349 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $243,252 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,126,324 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,882,088 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $837,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $121,438 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $716,063 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,470,365 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $143,361 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,327,004 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $426,195 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $41,555 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $384,640 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,693 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,017 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,676 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $97,323 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,489 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $87,834 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,883,299 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,267,176 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $615,761 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $182,626 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $47,297 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $135,329 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $116,520 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $311,490 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $30,370 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $281,120 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36,637 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,572 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $33,065 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $209,006 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $81,320 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $127,686 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,591,654 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,747,595 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,727,178 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,267,182 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,007,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,858,836 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,747,595 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,734,698 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,732,512 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,134,493 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,475,800 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $936,127 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $936,127 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $89,200 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $100,548 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $100,548 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $153,866,734 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $148,754,351 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $148,754,351 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $924,861 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $393,077 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $648,300 | LandBOYAmt |
| Land EOY | $531,784 | LandEOYAmt |
| Land EOYFMV | $531,784 | LandEOYFMVAmt |
| Other Assets BOY | $12,262,066 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,708,268 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,708,268 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $171,342,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,031,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $165,031,078 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $512,361 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $227,311 | AccountsPayableEOYAmt |
| Grants Payable BOY | $30,185,162 | GrantsPayableBOYAmt |
| Grants Payable EOY | $31,641,720 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,568,009 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,482,112 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $33,265,532 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,351,143 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $127,766,768 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $119,715,350 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $10,309,800 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $10,964,585 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $138,076,568 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $130,679,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $171,342,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $165,031,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $138,076,568 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,732,512 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,601,281 | OtherIncreasesAmt |
| Subtotal | $130,945,337 | SubtotalAmt |
| Other Decreases | $265,402 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $130,679,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| VANGUARD INST. | P | $5,000,000 | $2,136,880 | $2,863,120 | $2,863,120 |
| TRIVENTURES ARC | P | $97,095 | -$97,095 | -$97,095 | |
| SHELTER VENTURE FUND | P | $117,190 | -$117,190 | -$117,190 | |
| PITANGO HEALTHTECH FUND I, L.P. | P | $119,022 | -$119,022 | -$119,022 | |
| JVP VIII L.P. | P | $8,649 | -$8,649 | -$8,649 | |
| JVP VIII L.P. | P | $258,506 | -$258,506 | -$258,506 | |
| JVP VII OPPT. LP | P | $29,633 | -$29,633 | -$29,633 | |
| JVP VII OPPT. LP | P | $20 | $20 | $20 | |
| JVP VII L.P. | P | $13,347 | $13,347 | $13,347 | |
| JVP VII L.P. | P | $168,802 | -$168,802 | -$168,802 | |
| GQG PARNERS EMERGING | P | $73,000 | $73,000 | $73,000 | |
| GQG PARNERS EMERGING | P | $102,905 | -$102,905 | -$102,905 | |
| ECV IL LP | P | $46,109 | -$46,109 | -$46,109 | |
| CERBERUS ASIA PARTNERS | P | $134 | $134 | $134 | |
| AVENUE EUROPE SPECIAL SITUATION | P | $2,171 | $2,171 | $2,171 | |
| AVENUE EUROPE SPECIAL SITUATION | P | $3,131 | $3,131 | $3,131 | |
| AVENUE EUROPE PRIVATE LENDING | P | $438 | $438 | $438 | |
| AVENUE EUROPE PRIVATE LENDING | P | $33,759 | $33,759 | $33,759 | |
| ARTISAN INTERNATIONAL VALUE FUND | P | $97,372 | $97,372 | $97,372 | |
| ARISTOTLE BOSTON SMALL CAP EQUITY | P | $6,459 | $6,459 | $6,459 | |
| VIOLA PARTNERS 4 | P | $75,280 | -$75,280 | -$75,280 | |
| VIOLA PARTNERS 4 | P | $925 | $925 | $925 | |
| V PARTNERS III | P | $667,123 | $667,123 | $667,123 | |
| VIOLA PARTNERS 5 | P | $820 | -$820 | -$820 | |
| VIOLA PARTNERS 5 | P | $34,385 | -$34,385 | -$34,385 | |
| AMOON 2 FUND | P | $42,746 | $42,746 | $42,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,745,349 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,769 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,769 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,769 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $125,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $175,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Overpayment | $159,208 | OverpaymentAmt |
| Applied To ES Tax | $159,208 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | RUSSELLBERRIEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ADAM HIRSCH | IndividualWithBooksNm |
| Phone | 2019281880 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 FRANK W BURR BLVD BLDG EAST | AddressLine1Txt |
| City | TEANECK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 076666704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | IS | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ADAM HIRSCH | |||||||||
| C/O THE RUSS BERRIE FD 300 FRANK W | BURR BLVD BLDG EAST | TEANECK | NJ | 07666 | COO & CFO | 40.00 | $392,500 | $15,000 | $29,191 |
| ANGELICA BERRIE | |||||||||
| C/O THE RUSS BERRIE FD 300 FRANK W | BURR BLVD BLDG EAST | TEANECK | NJ | 07666 | PRESIDENT/TRUSTEE | 20.00 | $0 | $0 | $0 |
| DAVID ROSENBLATT | |||||||||
| C/O THE RUSS BERRIE FD 300 FRANK W | BURR BLVD BLDG EAST | TEANECK | NJ | 07666 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ILAN KAUFTHAL | |||||||||
| C/O THE RUSS BERRIE FD 300 FRANK W | BURR BLVD BLDG EAST | TEANECK | NJ | 07666 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MYRON ROSNER | |||||||||
| C/O THE RUSS BERRIE FD 300 FRANK W | BURR BLVD BLDG EAST | TEANECK | NJ | 07666 | SECRETARY | 15.00 | $0 | $0 | $0 |
| SCOTT BERRIE | |||||||||
| C/O THE RUSS BERRIE FD 300 FRANK W | BURR BLVD BLDG EAST | TEANECK | NJ | 07666 | VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| STEPHEN SEIDEN | |||||||||
| C/O THE RUSS BERRIE FD 300 FRANK W | BURR BLVD BLDG EAST | TEANECK | NJ | 07666 | TREASURER | 10.00 | $0 | $0 | $0 |
| IDANA GOLDBERG | |||||||||
| C/O THE RUSS BERRIE FD 300 FRANK W | BURR BLVD BLDG EAST | TEANECK | NJ | 07666 | CEO | 40.00 | $445,000 | $15,000 | $10,311 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| NAOMI SHANK | ||||||||
| C/O RUSS BERRIE FD 300 FRANK W BURR | TENANECK | NJ | 07666 | PROGRAM DIRECTOR | 40.00 | $283,110 | $6,250 | $11,522 |
| LISA CAPELOUTO | ||||||||
| C/O RUSS BERRIE FD 300 FRANK W BURR | TENANECK | NJ | 07666 | CPO | 40.00 | $232,000 | $15,000 | $11,304 |
| PAUL KALMAN | ||||||||
| C/O RUSS BERRIE FD 300 FRANK W BURR | TENANECK | NJ | 07666 | CONTROLLER | 40.00 | $176,000 | $0 | $34,751 |
| KAARIN VARON | ||||||||
| C/O RUSS BERRIE FD 300 FRANK W BURR | TENANECK | NJ | 07666 | PROGRAM OFFICER | 40.00 | $149,000 | $7,450 | $34,707 |
| JOANN TORTORICI | ||||||||
| C/O RUSS BERRIE FD 300 FRANK W BURR | TENANECK | NJ | 07666 | ACCOUNTING MANAGER | 40.00 | $113,500 | $15,000 | $26,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRIME BUCHHOLZ | |||||
| PO BOX 16011 | LEWISTON | ME | 04243 | INVESTMENT CONSULTING | $152,222 |
| ARISTOTLE | |||||
| 489 FIFTH AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | INVESTMENT MANAGEMENT FEFES | $104,582 |
| CBIZ MARKS PANETH | |||||
| 685 THIRD AVENUE | NEW YORK | NY | 10017 | ACCOUNTING SERVICES | $97,323 |
| THE PHILANTHROPIC INITIATIVE | |||||
| 75 ARLINGTON ST 3RD FLR | BOSTON | MA | 02110 | PHILANTHROPIC CONSULTING | $51,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION GRANTED FUNDS TO RBF PHILANTHROPIC SERVICES LTD., A WHOLLY OWNED SUBSIDIARY. RBF PHILANTHROPIC SERVICES, LTD. PROVIDES CERTAIN SERVICES IN CONNECTION WITH THE FOUNDATION'S GRANTMAKING ACTIVITIES IN ISRAEL. | Description1Txt |
| Expenses1 | $1,038,752 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $52,099,765 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,369,447 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $107,455,646 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $161,924,858 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $161,924,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,428,873 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $159,495,985 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,974,799 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,974,799 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,769 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,769 | TotalTaxAmt |
| Distributable Before Adj | $7,959,030 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,959,030 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,959,030 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,734,698 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,734,698 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,959,030 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,100,403 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,586,404 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,098,313 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,515,868 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,269,142 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $65,570,130 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,734,698 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,959,030 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,775,668 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $77,345,798 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $10,100,403 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $67,245,395 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,586,404 | ExcessFromYear4Amt |
| Excess From Year3 | $17,098,313 | ExcessFromYear3Amt |
| Excess From Year2 | $17,515,868 | ExcessFromYear2Amt |
| Excess From Year1 | $9,269,142 | ExcessFromYear1Amt |
| Excess From Current Year | $11,775,668 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADLER APHASIA CENTER | |||||||||||||
| 60 WEST HUNTER AVENUE | MAYWOOD | NJ | 07607 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 | |||||||
| ALLIANCE FOR MIDDLE EAST PEACE INC | |||||||||||||
| 1725 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $50,000 | |||||||
| AMERICA-ISRAEL CULTURAL FOUNDATION INC | |||||||||||||
| 178 COLUMBUS AVENUE PO BOX 237133 | NEW YORK | NY | 10023 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 | |||||||
| AMERICAN FRIENDS OF ITIM | |||||||||||||
| C/O KJ TECHNOLOGY 247 WEST 36TH | NEW YORK | NY | 10018 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $100,000 | STREET 5TH FLOOR | ||||||
| AMERICAN FRIENDS OF LIBI | |||||||||||||
| 2001 BEACON STREET SUITE 107 | BRIGHTON | MA | 02135 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $15,000 | |||||||
| AMERICAN FRIENDS OF NATAL INC | |||||||||||||
| 1120 AVENUE OF THE AMERICAS FOURTH | NEW YORK | NY | 10036 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $50,000 | FLOOR | ||||||
| AMERICAN FRIENDS OF OGEN INC | |||||||||||||
| 2330 MILTON ROAD | CLEVELAND | OH | 44118 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $55,000 | |||||||
| AMERICAN FRIENDS OF SHEBA MEDICAL CENTER INC | |||||||||||||
| 6505 WILSHIRE BLVD SUITE 615 | LOS ANGELES | CA | 90048 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $500,000 | |||||||
| AMERICAN FRIENDS OF THE ASSOCIATION FOR THE ADVANCEMENT OF COMMUNITY CENTER | |||||||||||||
| STATEN ISLAND JCC 1466 MANOR ROAD | STATEN ISLAND | NY | 10314 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $200,000 | |||||||
| AMERICAN JEWISH COMMITTEE | |||||||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $80,000 | |||||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $633,000 | |||||||
| AMERICAN SOCIETY FOR TECHNION-ISRAEL INSTITUTE OF TECHNOLOGY | |||||||||||||
| 55 E 59TH STREET 14TH FLOOR | NEW YORK | NY | 10022 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $25,000 | |||||||
| AMERICAN SOCIETY FOR THE UNIVERSITY OF HAIFA | |||||||||||||
| 57 W 57TH STREET SUITE 300 | NEW YORK | NY | 10019 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $50,000 | |||||||
| AMERICANS FOR BEN-GURION UNIVERSITY INC | |||||||||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 | FLOOR | ||||||
| AMERICAS GROW-A-ROW INC | |||||||||||||
| 150 PITTSTOWN ROAD | PITTSTOWN | NJ | 08867 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | |||||||
| BAMAH | |||||||||||||
| 626 Q ST NW 2 | WASHINGTON | DC | 20001 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $50,000 | |||||||
| BAR ILAN UNIVERSITY (RA) | |||||||||||||
| PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,312,435 | MAX AND ANNA WEBB ST | RAMAT-GAN HAMERKA | IS | 10022 | |||||||
| BERGEN FAMILY CENTER INC | |||||||||||||
| 44 ARMORY ST | ENGLEWOOD | NJ | 07631 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | |||||||
| BERGEN HATZALAH EMERGENCY MEDICAL SERVICES INC | |||||||||||||
| 240 BROAD AVENUE C/O CONGREGATION | ENGLEWOOD | NJ | 07631 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $20,000 | AHAVATH TORAH | ||||||
| BERGEN VOLUNTEER MEDICAL INITIATIVE | |||||||||||||
| 75 ESSEX STREET SUITE 100 | HACKENSACK | NJ | 07601 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $100,000 | |||||||
| BEZALEL ACADEMY OF ARTS AND DESIGN JERUSALEM | |||||||||||||
| NC | TO FURTHER DONEES EXEMPT PURPOSE | $1,150,000 | 1 ISRAEL ZMORA STREET | JERUSALEM | IS | 9515701 | |||||||
| BOARD OF JEWISH EDUCATION INC | |||||||||||||
| 525 8TH AVENUE | NEW YORK | NY | 10018 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $31,500 | |||||||
| BREAKTHROUGH T1D | |||||||||||||
| 200 VESEY STREET 28 FLOOR | NEW YORK | NY | 10281 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $375,000 | |||||||
| CENTER FOR INTERRELIGIOUS UNDERSTANDING INC | |||||||||||||
| 492-C CEDAR LANE PMB 127 | TEANECK | NJ | 07666 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $50,000 | |||||||
| CITY GREEN INC | |||||||||||||
| 171 GROVE ST | CLIFTON | NJ | 070131621 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $105,000 | |||||||
| CITYMEALS ON WHEELS | |||||||||||||
| 355 LEXINGTON AVENUE THIRD FLOOR | NEW YORK | NY | 10017 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $60,000 | |||||||
| COLUMBIA UNIVERSITY IRVING MEDICAL CENTER | |||||||||||||
| 630 WEST 168TH STREET PS ROOM 2-421 | NEW YORK | NY | 10032 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $50,000 | |||||||
| DIABETES RESEARCH INSTITUTE FOUNDATION | |||||||||||||
| 200 SOUTH PARK ROAD SUITE 100 | HOLLYWOOD | FL | 33021 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | |||||||
| EDMOND DE ROTHSCHILD PARTNERSHIPS | |||||||||||||
| PC | TO FURTHER DONEES EXEMPT PURPOSE | $305,000 | 15 HALAMISH ST NORTHERN INDUSTRIAL | CAESAREA | IS | 3079504 | PARK | ||||||
| EMORY UNIVERSITY | |||||||||||||
| 1599 CLIFTON ROAD NE 4TH FLOORMAILS | ATLANTA | GA | 30322 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $15,000 | OP 1599-001-1BA | ||||||
| ENGLEWOOD HOSPITAL AND MEDICAL CENTER | |||||||||||||
| 350 ENGLE STREET | ENGLEWOOD | NJ | 07631 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 | |||||||
| FISCAL SPONSORSHIP ALLIES INC | |||||||||||||
| 9100 PURDUE ROAD SUITE 115 | INDIANAPOLIS | IN | 46268 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | |||||||
| FRIENDS OF BEZALEL ACADEMY OF ARTS AND DESIGN INC | |||||||||||||
| 244 5TH AVENUE SUITE 2734 | NEW YORK | NY | 10001 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $50,000 | |||||||
| FRIENDS OF IKAMVA LABANTU | |||||||||||||
| 2005 PALMER AVE 235 | LARCHMONT | NY | 10538 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 | |||||||
| FRIENDS OF IR DAVID INC | |||||||||||||
| 99 WALL STREET 5727 | NEW YORK | NY | 10005 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | |||||||
| FRIENDS OF JCC KRAKOW | |||||||||||||
| 74 LAFAYETTE AVE SUITE 101 | SUFFERN | NY | 10901 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $20,000 | |||||||
| FRIENDS OF OFANIM INC | |||||||||||||
| 1255 DRUMMERS LANE SUITE 200 | WAYNE | PA | 19087 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $110,000 | |||||||
| HILLEL- THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||||||||
| CHARLES AND LYNN SCHUSTERMAN | WASHINGTON | DC | 200013724 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $122,500 | INTERNATIONAL CENTER 800 8TH STREET | ||||||
| HMH HOSPITALS CORPORATION | |||||||||||||
| 343 THORNALL STREET | EDISON | NJ | 08837 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $29,981 | |||||||
| HOLY NAME MEDICAL CENTER FOUNDATION | |||||||||||||
| 718 TEANECK ROAD | TEANECK | NJ | 07666 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $25,000 | |||||||
| I AID INC | |||||||||||||
| C/O DAVID SERGI ESQ 329 S GUADALUPE | SAN MARCOS | TX | 786666309 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $36,000 | ST | ||||||
| INSTITUTE OF INTERNATIONAL EDUCATION INC | |||||||||||||
| ONE WORLD TRADE CENTER 36TH FLOOR | NEW YORK | NY | 10007 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $564,730 | |||||||
| ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE | |||||||||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $43,000 | |||||||
| ISRAEL ON CAMPUS COALITION | |||||||||||||
| PO BOX 34640 | WASHINGTON DC | DC | 20043 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $60,000 | |||||||
| JERUSALEM FOUNDATION INC | |||||||||||||
| 420 LEXINGTON AVENUE SUITE 1645 | NEW YORK | NY | 10170 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $200,000 | |||||||
| JESPY HOUSE | |||||||||||||
| 102 PROSPECT STREET | SOUTH ORANGE | NJ | 070792112 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $15,000 | |||||||
| JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH | |||||||||||||
| 5738 FORBES AVE | PITTSBURGH | PA | 15217 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $45,000 | |||||||
| JEWISH COMMUNITY CENTER OF METROWEST INC | |||||||||||||
| LEON TOBY COOPERMAN BUILDING 760 | WEST ORANGE | NJ | 07052 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $80,000 | NORTHFIELD AVE | ||||||
| JEWISH COMMUNITY CENTER ON THE PALISADES | |||||||||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $25,000 | |||||||
| JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA | |||||||||||||
| 520 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $36,000 | |||||||
| JEWISH FAMILY AND CHILDREN'S SERVICES OF NORTHERN NEW JERSEY | |||||||||||||
| 1485 TEANECK ROAD | TEANECK | NJ | 07666 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $11,000 | |||||||
| JEWISH FEDERATION OF GREATER ATLANTA | |||||||||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 303092837 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $25,000 | |||||||
| JEWISH FEDERATION OF NORTHERN NEW JERSEY | |||||||||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,310,000 | |||||||
| JEWISH FEDERATIONS OF NORTH AMERICA INC | |||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 100041010 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $20,000 | |||||||
| JEWISH FOOD SOCIETY | |||||||||||||
| 873 BROADWAY 502 | NEW YORK | NY | 10003 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | |||||||
| JEWISH FUNDERS NETWORK | |||||||||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $35,000 | |||||||
| JPRO NETWORK INC | |||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $2,500 | |||||||
| JQY INC | |||||||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $40,000 | |||||||
| JTA-MJL NEW CORP | |||||||||||||
| 520 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 | |||||||
| KESHET DAF-IL | |||||||||||||
| PC | TO FURTHER DONEES EXEMPT PURPOSE | $172,500 | PO BOX 376 SHFAYIM CENTER 2ND FLOOR | HAZAFON | IS | 6099000 | SHFAYIM | ||||||
| MAOZ-SEAL | |||||||||||||
| PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,150,000 | HAMELACHA 4 | LOD | IS | 7152008 | |||||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | |||||||
| MOISHE HOUSE | |||||||||||||
| 441 SAXONY ROAD BARN 2 | ENCINITAS | CA | 92024 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $60,126 | |||||||
| MOMENTUM UNLIMITED INC | |||||||||||||
| 6101 EXECUTIVE BLVD SUITE 240 | ROCKVILLE | MD | 20852 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 | |||||||
| NEW ISRAEL FUND | |||||||||||||
| 6 EAST 39TH STREET SUITE 301 | NEW YORK | NY | 100160112 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $80,000 | |||||||
| NLI USA INC | |||||||||||||
| 25 WEST 45TH STREET SUITE 504 | NEW YORK | NY | 100364902 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $500,000 | |||||||
| NYU LANGONE HOSPITALS | |||||||||||||
| ONE PARK AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $25,000 | |||||||
| OPERATION BENJAMIN INC | |||||||||||||
| 26 PANSY LANE | MONTICELLO | NY | 12701 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $30,000 | |||||||
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $3,295,500 | |||||||
| RAMAPO COLLEGE FOUNDATION | |||||||||||||
| 505 RAMAPO VALLEY RD | MAHWAH | NJ | 074301623 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $429,748 | |||||||
| REPAIR THE WORLD INC | |||||||||||||
| 25 BROADWAY 17TH FLOOR | NEW YORK | NY | 10004 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 | |||||||
| RUTGERS HILLEL | |||||||||||||
| 70 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $134,500 | |||||||
| SHALOM HARTMAN INSTITUTE | |||||||||||||
| PC | TO FURTHER DONEES EXEMPT PURPOSE | $750,000 | 11 GEDALYAHU ALON PO BOX 8029 | JERUSALEM | IS | 93113 | |||||||
| SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | |||||||||||||
| 475 RIVERSIDE DRIVE SUITE 1450 | NEW YORK | NY | 10115 | NC & ER | TO FURTHER DONEES EXEMPT PURPOSE | $200,000 | |||||||
| SISTERHOOD OF SALAAM SHALOM | |||||||||||||
| PO BOX 1162 1 UNION AVE | BALA CYNWYD | PA | 19004 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $75,000 | |||||||
| SIXPOINT INC | |||||||||||||
| 4905 34TH STREET SOUTH SUITE 412 | SAINT PETERSBURG | FL | 33711 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 | |||||||
| START-UP NATION CENTRAL LTD (CC) | |||||||||||||
| PC | TO FURTHER DONEES EXEMPT PURPOSE | $260,000 | 28 LILIENBLUM STREET | TEL AVIV | IS | 6513307 | TEL AVIV | ||||||
| THE DEMOCRACY COUNCIL OF CALIFORNIA | |||||||||||||
| 10736 JEFFERSON BLVD | CULVER CITY | CA | 90230 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $50,000 | |||||||
| THE ELISABETH MORROW SCHOOL | |||||||||||||
| 435 LYDECKER STREET | ENGLEWOOD | NJ | 07631 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 | |||||||
| THE JEWISH COMMUNITY CENTER IN MANHATTAN INC | |||||||||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 100238205 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $12,500 | |||||||
| US FRIENDS OF THE VAN LEER JERUSALEM INSTITUTE | |||||||||||||
| 6324 24TH ST N | ARLINGTON | VA | 22207 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $35,000 | |||||||
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC | |||||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $150,000 | |||||||
| WILLIAM PATERSON UNIVERSITY OF NEW JERSEY FOUNDATION | |||||||||||||
| 300 POMPTON ROAD | WAYNE | NJ | 07470 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $150,000 | |||||||
| WORLD CENTRAL KITCHEN | |||||||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $20,000 | |||||||
| YOUNG JUDAEA GLOBAL INC | |||||||||||||
| 575 EIGHTH AVENUE 11TH FLOOR | NEW YORK | NY | 100183549 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,007,520 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BERGEN VOLUNTEER MEDICAL INITIATIVE | |||||||||||
| 75 ESSEX STREET SUITE 100 | HACKENSACK | NJ | 07601 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $50,000 | |||||
| CAUCUS EDUCATIONAL CORPORATION INC | |||||||||||
| 75 MIDLAND AVENUE | MONTCLAIR | NJ | 07042 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $280,000 | |||||
| EDMOND DE ROTHSCHILD PARTNERSHIPS | |||||||||||
| PC | TO FURTHER DONEES EXEMPT PURPOSE | $115,000 | 15 HALAMISH ST | CAESAREA | IS | 3079504 | |||||
| GREATER BERGEN COMMUNITY ACTION INC | |||||||||||
| 392 MAIN STREET | HACKENSACK | NJ | 07601 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $750,000 | |||||
| IMPACT CUBED | |||||||||||
| 441 SAXONY ROAD | ENCINITAS | CA | 92024 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $50,000 | |||||
| JEWISH COMMUNITY CENTER ON THE PALISADES | |||||||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $25,000 | |||||
| JEWISH FEDERATION OF NORTHERN NEW JERSEY | |||||||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $412,500 | |||||
| MAOZ-SEAL | |||||||||||
| PC | TO FURTHER DONEES EXEMPT PURPOSE | $650,000 | HAMELACHA 4 | LOD | IS | 7152008 | |||||
| RAMAPO COLLEGE FOUNDATION | |||||||||||
| 505 RAMAPO VALLEY RD | MAHWAH | NJ | 074301623 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,885,438 | |||||
| HILLEL- THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||||||
| CHARLES AND LYNN SCHUSTERMAN | WASHINGTON | DC | 200013724 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $195,000 | INTERNATIONAL CENTER | ||||
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $630,000 | |||||
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC | |||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $150,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,192,938 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,905 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,109,834 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $243,252 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $984 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,745,349 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $244,236 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,882,088 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,126,324 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CBIZ MARKS PANETH | CategoryTxt |
| Amt | $97,323 | Amt |
| Net Investment Income | $9,489 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $87,834 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR INTERRELIGIOUS UNDERSTANDING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 492-C CEDAR LANE PMB 127 | AddressLine1Txt |
| City | TEANECK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-12-14 | GrantDt |
| Grant | $150,000 | GrantAmt |
| Purpose Of Grant | GENERAL OPERATING SUPPORT FOR THE MISSION OF THE CIU: TO EXPLORE THE THEOLOGICAL FOUNDATIONS AND COMMON GOALS OF THE WORLD'S RELIGIONS, TO PREVENT RELIGIOUS STEREOTYPES AND INTOLERANCE, AND TO FOSTER GENUINE UNDERSTANDING. | PurposeOfGrantTxt |
| Dates Of Reports By Grantee | 2/20/21, 5/15/21, 5/31/21, 10/1/21 | DatesOfReportsByGranteeTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| AVENUE EUROPE | PURCHASED | $1,134 | COST | $0 | $1,134 | |
| VIOLA PARTNERS 5 | PURCHASED | COST | $0 | -$3 | $3 | |
| VIOLA PARTNERS 5 | PURCHASED | COST | $0 | -$147 | $147 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (36 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMOON 2 FUND | FMV | $2,902,651 | $2,902,651 |
| ARISTOTLE BOSTON SMALL CAP EQUITY ACCOUNT | FMV | $11,466,386 | $11,466,386 |
| ARTISAN INTERNATIONAL VALUE FUND | FMV | $5,546,318 | $5,546,318 |
| AVENUE EUROPE PRIVATE LENDING | FMV | $4,783,548 | $4,783,548 |
| AVENUE EUROPE SPECIAL SITUATIONS | FMV | $1,644,866 | $1,644,866 |
| AXIOM INTERNATIONAL | FMV | $7,804,708 | $7,804,708 |
| BRIDGES ISRAEL | FMV | $1,434,735 | $1,434,735 |
| CANYON VALUE REALIZATION FUND | FMV | $4,587,881 | $4,587,881 |
| CORVEX OFFSHORE II LTD | FMV | $5,300,910 | $5,300,910 |
| ENTRE CAPITAL | FMV | $3,340,652 | $3,340,652 |
| GOVERNORS LANE | FMV | $7,180,892 | $7,180,892 |
| GQG PARTNERS EMERGING MARKETS EQUITY FUND | FMV | $4,288,711 | $4,288,711 |
| GSO CAPITAL SOLUTIONS OVERSEAS | FMV | $38,180 | $38,180 |
| HAWKEYE CAPITAL OFFSHORE | FMV | $5,281,005 | $5,281,005 |
| JVP CAPITAL GROWTH OPPORTUNITY X | FMV | $4,117,051 | $4,117,051 |
| JVP MEDIA V | FMV | $555,243 | $555,243 |
| JVP VII LP | FMV | $6,763,285 | $6,763,285 |
| JVP VII OPPORTUNITY LP | FMV | $3,982,739 | $3,982,739 |
| JVP VIII LP | FMV | $4,639,290 | $4,639,290 |
| LAKEWOOD CAPITAL OFFSHORE FUND, LTD. | FMV | $5,416,852 | $5,416,852 |
| LP - MILLENIUM | FMV | $3,241,576 | $3,241,576 |
| OCH-ZIFF OVERSEAS FUND II | FMV | $23,262 | $23,262 |
| PITANGO HEALTHTECH FUND I, L.P. | FMV | $2,466,664 | $2,466,664 |
| RIVULET CAPITAL | FMV | $6,045,961 | $6,045,961 |
| SHANNON RIVER DOONBEG FUND | FMV | $4,219,979 | $4,219,979 |
| SHELTER VENTURE FUND | FMV | $14,060 | $14,060 |
| TAKWIN VENTURES | FMV | $304,242 | $304,242 |
| TPG - AXON PARTNERS (OFFSHORE) | FMV | $172,493 | $172,493 |
| TRI-VENTURES | FMV | $1,774,575 | $1,774,575 |
| VANGUARD INST. | FMV | $26,851,392 | $26,851,392 |
| VARDE INVESTMENT PARTNERS | FMV | $5,082,519 | $5,082,519 |
| VIOLA PARTNERS FUND 4 | FMV | $3,513,260 | $3,513,260 |
| VIOLA PARTNERS FUND 5 | FMV | $2,783,086 | $2,783,086 |
| VPARTNERS III | FMV | $909,665 | $909,665 |
| IANGELS | FMV | $20,000 | $20,000 |
| OTHER INVESTMENTS | FMV | $255,714 | $255,714 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LAURA SOLOMON ESQ | CategoryTxt |
| Legal Fees | $20,693 | LegalFeesAmt |
| Net Investment Income | $2,017 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,676 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REDEMPTIONS REC. | $3,728 | $1,996,135 | $1,996,135 |
| BENEFICIAL INTEREST IN CHARITABLE LEAD UNITRUST | $10,309,800 | $10,964,585 | $10,964,585 |
| OPERATING LEASE RIGHT-OF-USE ASSETS | $1,948,538 | $1,747,548 | $1,747,548 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVISION FOR TAXES | Desc |
| Amt | $265,402 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $54,657 | $5,329 | $49,328 |
| MISCELLANEOUS | $54,253 | $5,290 | $48,963 |
| OFFICE EXPENSE | $23,109 | $2,253 | $20,856 |
| TELEPHONE | $9,461 | $922 | $8,539 |
| OTHER PARTNERSHIP INVESTMENT INCOME | $67,526 | $67,526 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBTI TAXABLE INCOME | Desc |
| Revenue And Expenses Per Books | $243,252 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN VALUE OF CHARITABLE LEAD UNITRUST | $1,495,128 |
| UNREALIZED GAIN ON INVESTMENTS | $12,106,153 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEF. TAX LIABILITY | $603,000 | $701,620 |
| LEASE LIABILITY | $1,965,009 | $1,780,492 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ARISTOTLE INVESTMENT FEES | $104,582 | $104,582 | $0 |
| GSO INVESTMENT FEES | $253,350 | $253,350 | $0 |
| OTHER PROFESSIONAL FEES | $1,197,195 | $632,730 | $564,465 |
| PHILANTHROPIC CONSULTING & PROGRAM EVALUATION | $51,296 | $0 | $51,296 |
| PARTNERSHIP FEES | $1,124,654 | $1,124,292 | $0 |
| PRIME BUCHOLZ | $152,222 | $152,222 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $149,949 | $14,620 | $135,329 |
| FOREIGN TAXES PAID | $32,677 | $32,677 | $0 |