THE TIKVAH FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE TIKVAH FUND (EIN 13-3676152)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-02-10
- IRS object ID
- 202210419349100406
- Schema version
- 2020v4.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-10T09:11:37-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133676152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TIKVAH FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIKV | BusinessNameControlTxt |
| Phone | 2127961672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 EAST 56TH STREET NO 4TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HERSHEL LUTCH | PersonNm |
| Person Title | CFO/COO | PersonTitleTxt |
| Phone | 2127961672 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HERSHEL | PersonFirstNm |
| Person Last | LUTCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J REILLY | PreparerPersonNm |
| PTIN | P00183769 | PTIN |
| Phone | 2126617777 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $103,047,859 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,445,814 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $124 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $124 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $124 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,539,465 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,539,465 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,539,465 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$240,634 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,479,187 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $322,081 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $322,081 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $322,081 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $204,135 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $39,025 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $204,135 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,270,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,578,614 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,065,805 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,028,976 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,028,976 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,383,870 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,383,870 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,666 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,666 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $12,500 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $19,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $400,080 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $400,080 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $213,639 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $733,873 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $733,873 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $30,419 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $30,419 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $14,142 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $14,142 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,050,688 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $767,205 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,283,483 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,936,353 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $779,705 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,919,009 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,444,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,444,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,380,353 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $779,705 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,363,009 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,109,368 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,566,114 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,286,100 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,242,999 | CashBOYAmt |
| Cash EOY | $3,021,483 | CashEOYAmt |
| Cash EOYFMV | $3,021,483 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $328,779 | SavAndTempCashInvstBOYAmt |
| Other Nts And Loans Rcvbl | $664,773 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $670,064 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $664,773 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $664,773 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $225,703 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $276,846 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $276,846 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $108,381,284 | CorporateStockBOYAmt |
| Corporate Stock EOY | $97,650,212 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $97,650,212 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,183,161 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,748,616 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,603,428 | LandBOYAmt |
| Land EOY | $1,434,545 | LandEOYAmt |
| Land EOYFMV | $1,434,545 | LandEOYFMVAmt |
| Total Assets BOY | $113,452,257 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,047,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $103,047,859 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $519,042 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $800,111 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $519,042 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $800,111 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $112,933,215 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $102,247,748 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $112,933,215 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $102,247,748 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $113,452,257 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $103,047,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $112,933,215 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,109,368 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $102,823,847 | SubtotalAmt |
| Other Decreases | $576,099 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $102,247,748 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $61,479,187 | GrossSalesPriceAmt |
| Cost Or Other Basis | $61,719,821 | CostOrOtherBasisAmt |
| Gain Or Loss | -$240,634 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$240,634 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$240,634 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$240,634 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,769 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,769 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,769 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,890 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,890 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,121 | OverpaymentAmt |
| Applied To ES Tax | $4,121 | 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 | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | TIKVAHFUND.ORG | WebsiteAddressTxt |
| Individual With Books | THE TIKVAH FUND | IndividualWithBooksNm |
| Phone | 2127961672 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 EAST 56TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 0 | BusinessHoldingsInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROGER HERTOG | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | CHAIRMAN/MEMBER | 3.00 | $0 | $0 | $0 |
| WILLIAM KRISTOL | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| ARTHUR FRIED | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | MEMBER | 3.00 | $0 | $0 | $0 |
| JAY LEFKOWITZ | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MEM BERNSTEIN | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | MEMBER | 3.00 | $0 | $0 | $0 |
| MOSHE KOPPEL | ||||||||
| 165 EAST 56TH STREET 4TH FL | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| ERIC S COHEN | |||||||||
| C/O THE FUND 165 EAST 56TH ST 4TH | FL | NEW YORK | NY | 10022 | CEO | 45.00 | $540,201 | $11,400 | $0 |
| ANDREW S SAVAGE | |||||||||
| C/O THE FUND 165 EAST 56TH ST 4TH | FL | NEW YORK | NY | 10022 | EXECUTIVE VICE PRESI | 45.00 | $350,201 | $11,400 | $0 |
| MARK E GOTTLIEB | |||||||||
| C/O THE FUND 165 EAST 56TH ST 4TH | FL | NEW YORK | NY | 10022 | SENIOR DIRECTOR | 45.00 | $335,201 | $0 | $0 |
| NEAL KOZODOY | |||||||||
| C/O THE FUND 165 EAST 56TH ST 4TH | FL | NEW YORK | NY | 10022 | EDITOR OF MOSAIC | 45.00 | $300,052 | $11,400 | $0 |
| JONATHAN MAYER | |||||||||
| C/O THE FUND 165 EAST 56TH ST 4TH | FL | NEW YORK | NY | 10022 | CFO | 45.00 | $240,201 | $3,208 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RED EDGE LLC | |||||
| 2300 CLARENDON BLVD 901 | ARLINGTON | VA | 22201 | WEBSITE | $203,624 |
| RUTH WISSE | |||||
| 177 EAST 75TH STREET | NEW YORK | NY | 10021 | PROGRAM CONSULTANT | $140,000 |
| NEXT AFTER LLC | |||||
| 5810 TENNYSON PARKWAY SUITE 102 | PLANO | TX | 75024 | CONSULTING | $120,250 |
| PLUTUS NONPROFIT SOLUTIONS | |||||
| 1701 N KENT ST 105 | ARLINGTON | VA | 22209 | PROGRAM MANAGEMENT | $90,000 |
| MITCHELL JAY ROCKLIN | |||||
| 92 WALRAVEN DRIVE APT 2B | TEANECK | NJ | 07666 | SERVICE | $77,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PUBLISHING AND EDUCATION PROGRAMS AIMED AT FOSTERING AND ENHANCING JEWISH CULTURE, RELIGION, HISTORY, ECONOMICS, LAW, SOCIAL POLICY, OTHER PUBLISHING PROJECTS AND RELATED | Description1Txt |
| Expenses1 | $5,398,591 | Expenses1Amt |
| Description2 | EDUCATIONAL ACTIVITIES. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
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 | $102,068,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,442,839 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,511,135 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,511,135 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,567,667 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,943,468 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,147,173 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,363,009 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,363,009 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,363,009 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2019-05-29 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,286,100 | CurrentYearAmt |
| Year1 | $3,124,285 | Year1Amt |
| Year2 | $2,747,268 | Year2Amt |
| Year3 | $2,644,028 | Year3Amt |
| Total | $9,801,681 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,093,185 | CurrentYearAmt |
| Year1 | $2,655,642 | Year1Amt |
| Year2 | $2,335,178 | Year2Amt |
| Year3 | $2,247,424 | Year3Amt |
| Total | $8,331,429 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,363,009 | CurrentYearAmt |
| Year1 | $16,410,171 | Year1Amt |
| Year2 | $15,258,994 | Year2Amt |
| Year3 | $12,656,244 | Year3Amt |
| Total | $59,688,418 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $3,398,353 | Year1Amt |
| Year2 | $3,757,332 | Year2Amt |
| Year3 | $3,917,527 | Year3Amt |
| Total | $11,073,212 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,363,009 | CurrentYearAmt |
| Year1 | $13,011,818 | Year1Amt |
| Year2 | $11,501,662 | Year2Amt |
| Year3 | $8,738,717 | Year3Amt |
| Total | $48,615,206 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,431,449 | CurrentYearAmt |
| Year1 | $3,754,574 | Year1Amt |
| Year2 | $4,073,233 | Year2Amt |
| Year3 | $4,427,170 | Year3Amt |
| Total | $15,686,426 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MEM BERNSTEIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW PORWANCHER | ||||||||||||
| 320 FLORIDA AVE NE | WASHINGTON DC | DC | 20002 | NONE | I | PUBLISHING GRANT | $5,000 | |||||
| BAR ILAN UNIVERSITY | ||||||||||||
| NONE | PC | SPECIFIC PROGRAM | $10,000 | 5290002 RAMAT GAN | JERUSALEM | JERUSALEM | IS | 9378010 | ||||
| BEIS YAAKOV MACHON ORA | ||||||||||||
| 565 BROADWAY | PASSAIC | NJ | 07055 | NONE | PC | SPECIFIC PROGRAM | $6,000 | |||||
| COMBAT HATE FOUNDATION | ||||||||||||
| 2146 ARROWHEAD ROAD | MOUNDRIDGE | KS | 67107 | NONE | PC | GENERAL SUPPORT | $7,500 | |||||
| HIECHAL HATORAH | ||||||||||||
| 70 STERLING PL | TEANECK | NJ | 07666 | NONE | PC | SPECIFIC PROGRAM | $20,000 | |||||
| MAIMONIDES SCHOOL | ||||||||||||
| 34 PHILBRICK ROAD | BROOKLINE | MA | 02445 | NONE | PC | SPECIFIC PROGRAM | $4,000 | |||||
| PA'AMONIM | ||||||||||||
| 1520 39TH STREET | BROOKLYN | NY | 11218 | NONE | PC | SPECIFIC PROGRAM | $25,000 | |||||
| SHALEM COLLEGE | ||||||||||||
| NONE | PC | GENERAL SUPPORT | $2,360,000 | 3 HAASKAN STREET | ARZH MAON HAROPA | JERUSALEM | IS | 90821 | ||||
| TOBEY LINHART | ||||||||||||
| 345 HARVARD STREET | CAMBRIDGE | MA | 02138 | NONE | I | SPECIFIC PROGRAM | $6,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,444,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BEIS YAAKOV MACHON ORA | ||||||||||||
| 565 BROADWAY | PASSAIC | NJ | 07055 | NONE | PC | SPECIFIC PROGRAM | $12,000 | |||||
| HIECHAL HATORAH | ||||||||||||
| 70 STERLING PL | TEANECK | NJ | 07666 | NONE | PC | SPECIFIC PROGRAM | $24,000 | |||||
| MAIMONIDES SCHOOL | ||||||||||||
| 34 PHILBRICK ROAD | BROOKLINE | MA | 02445 | NONE | PC | SPECIFIC PROGRAM | $6,000 | |||||
| SHALEM COLLEGE | ||||||||||||
| NONE | PC | GENERAL SUPPORT | $3,200,000 | 3 HAASKAN STREET | ARZH MAON HAROPA | JERUSALEM | IS | 90821 | ||||
| TOBEY LINHART | ||||||||||||
| 345 HARVARD STREET | CAMBRIDGE | MA | 02138 | NONE | I | SPECIFIC PROGRAM | $6,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,248,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,539,465 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$240,634 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $322,081 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|---|
| PROGRAM SERVICE REVENUE | $128,294 | ||||
| INTEREST INCOME ON MORTGAGE | 14 | $27,645 | |||
| MISCELLANEOUS INCOME | $11,380 | ||||
| ADVERTISING INCOME | 511120 | $36,816 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $36,816 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,326,600 | ExclusionAmt |
| Related Or Exempt Function Incm | $461,755 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,825,171 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | OTHER INCOME IS DERIVED FROM, INCLUDING, BUT NOT LIMITED TO, PUBLISHING AND RELATED EDUCATIONAL ACTIVITIES AIMED AT FOSTERING AND ENHANCING JEWISH CULTURE, RELIGION, POLITICAL THOUGHT, HISTORY, ECONOMICS, LAW, AND SOCIAL POLICY. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (72 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JEWISH COMMUNAL FUND | ||||||
| 1 | 575 MADISON AVE | NEW YORK | NY | 10022 | $731,300 | Yes (X) |
| PAUL SINGER | ||||||
| 2 | 40 WEST 57TH STREET 26TH FLOOR NEW | NEW YORK | NY | 10019 | $615,000 | Yes (X) |
| ISRAEL HENRY BEREN CHARITABLE FOUNDATION | ||||||
| 3 | 2020 N BREMBLEWOOD ST WICHITA KS 67 | WICHITA | KS | 67206 | $500,000 | Yes (X) |
| MARCUS FAMILY FOUNDATION | ||||||
| 4 | 1266 WEST PACES FERRY ROAD SUITE 61 | ATLANTA | GA | 30327 | $385,000 | Yes (X) |
| ADAM BEREN | ||||||
| 5 | 2020 N BREMBLEWOOD ST WICHITA KS 67 | WICHITA | KS | 67206 | $300,000 | Yes (X) |
| THE TALL TIMBERS FUND | ||||||
| 6 | 3929 DEL MONTE | HOUSTON | TX | 77019 | $250,000 | Yes (X) |
| JENNIFER AND DAVID MILLSTONE | ||||||
| 7 | PO BOX 4342 | ASPEN | CO | 81612 | $100,000 | Yes (X) |
| JEFFREY M TALPINS | ||||||
| 8 | 1060 BAYHEAD DRIVE | MAMARONECK | NY | 10543 | $100,000 | Yes (X) |
| STEPHANIE DISHAL | ||||||
| 9 | 1190 S SUNDOWN ROAD | PRESCOTT | AZ | 86303 | $75,000 | Yes (X) |
| RAANAN A AND NICOLE S AGUS | ||||||
| 10 | 151 EAST 85TH STREET APT 16A | NEW YORK | NY | 10028 | $50,000 | Yes (X) |
| LYNNE B HARRISON | ||||||
| 11 | 2 CLARIDGE DRIVE APT 10ME | VERONA | NJ | 07044 | $50,000 | Yes (X) |
| LIZ LANGE | ||||||
| 12 | 791 PARK AVENUE | NEW YORK | NY | 10021 | $50,000 | Yes (X) |
| IVAN KAUFMAN | ||||||
| 13 | CONTINENTAL ABSTRACT LLC 900 STEWAR | GARDEN CITY | NY | 11530 | $50,000 | Yes (X) |
| ROBERT AND GILLIAN ZELDIN | ||||||
| 14 | 3420 SOUTH OCEAN BLVD APT 5U | HIGHLAND BEACH | FL | 33487 | $50,000 | Yes (X) |
| ZACHARY D FASMAN | ||||||
| 15 | 160 RIVERSIDE DRIVE APT 11B | NEW YORK | NY | 10024 | $25,000 | Yes (X) |
| STEINLAUF FOUNDATION | ||||||
| 16 | 809 N ALPINE DRIVE | BEVERLY HILLS | CA | 90210 | $25,000 | Yes (X) |
| LOUIS SOLOMON | ||||||
| 17 | 25 CENTRAL PARK W | NEW YORK | NY | 10023 | $25,000 | Yes (X) |
| JAMES AND MERRYL TISCH | ||||||
| 18 | 655 MADISON AVENUE | NEW YORK | NY | 10065 | $25,000 | Yes (X) |
| BERNARD L SCHWARTZ | ||||||
| 19 | 745 FIFTH AVE 31ST FLOOR | NEW YORK | NY | 10151 | $25,000 | Yes (X) |
| ARNOLD J MARS | ||||||
| 20 | 275 W 96TH STREET | NEW YORK | NY | 10025 | $25,000 | Yes (X) |
| AHRON HERSH | ||||||
| 21 | KOCHIN GROUP 551 5TH AVE SUITE 2500 | NEW YORK | NY | 10176 | $25,000 | Yes (X) |
| JOHN TEMPLETON FOUNDATION | ||||||
| 22 | 300 CONSHOHOCKEN ROAD STE 500 WEST | WEST CONSHOHOCKEN | PA | 19428 | $20,365 | Yes (X) |
| HILLEL AND RUTHIE KELLERMAN | ||||||
| 23 | 623 FOOTHILL ROAD BEVERLY HILLS CA | BEVERLY HILLS | CA | 90210 | $18,000 | Yes (X) |
| GEORGE KLEIN | ||||||
| 24 | 535 MADISON AVENUE NEW YORK NY 1002 | NEW YORK | NY | 10022 | $18,000 | Yes (X) |
| SANDRA EARL MINTZ | ||||||
| 25 | 2 E 88TH STREET APT 8 | NEW YORK | NY | 10128 | $15,000 | Yes (X) |
| DAVID SCHIMEL NATIONAL HEALTH RESOURCES | ||||||
| 26 | 60 CUTTERMILL ROAD 500 | GREAT NECK | NY | 11021 | $15,000 | Yes (X) |
| SHELLY AND MICHAEL KASSEN | ||||||
| 27 | 5 YANKEE HILL ROAD | WESTPORT | CT | 06880 | $12,000 | Yes (X) |
| LISA R SACK | ||||||
| 28 | 23 HOWARD PLACE | BROOKLYN | NY | 11215 | $12,000 | Yes (X) |
| STEPHEN ROSEDALE | ||||||
| 29 | 2675 FAIR OAKS LN | CINCINNATI | OH | 45237 | $10,000 | Yes (X) |
| SHEPARD BARBASH AND VICKI RAGAN | ||||||
| 30 | 109 SEQUAMS LN E WEST ISLIP NY 1179 | WEST ISLIP | NY | 11795 | $10,000 | Yes (X) |
| RICHARD B STONE | ||||||
| 31 | 104 W 70TH STREET APT 9E | NEW YORK | NY | 10023 | $10,000 | Yes (X) |
| POLINA LIBERMAN | ||||||
| 32 | 270 WEST END AVENUE | NEW YORK | NY | 10023 | $10,000 | Yes (X) |
| PHILIP AND BETSY DARIVOFF | ||||||
| 33 | 1 FARMSTEAD ROAD SHORT HILLS NJ 070 | SHORT HILLS | NJ | 07078 | $10,000 | Yes (X) |
| NORDAHL L BRUE AND SUZANNE BRUE | ||||||
| 34 | 8903 OAKLAND HILLS DR DELRAY BEACH | DELRAY BEACH | FL | 33446 | $10,000 | Yes (X) |
| MICHAEL FEDAK | ||||||
| 35 | 450 SE 5TH AVE APT N302 BOCA RATON | BOCA RATON | FL | 33432 | $10,000 | Yes (X) |
| MAX AND ELISABETH GITTER | ||||||
| 36 | 90 RIVERSIDE DRIVE NEW YORK NY 1002 | NEW YORK | NY | 10024 | $10,000 | Yes (X) |
| MARSHALL AND NAOMI JAFFE | ||||||
| 37 | 37 LINCOLN STREET | LARCHMONT | NY | 10538 | $10,000 | Yes (X) |
| LEONARD A LAUDER | ||||||
| 38 | 767 FIFTH AVENUE 40TH FLOOR | NEW YORK | NY | 10153 | $10,000 | Yes (X) |
| 2012 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 39 | 740 WEST 232ND STREET | BRONX | NY | 10463 | $10,000 | Yes (X) |
| JONATHAN M BARON AND LAURA P COHEN | ||||||
| 40 | 901 15TH STREET NW STE 625 | WASHINGTON | DC | 20005 | $10,000 | Yes (X) |
| ISAAC APPLBAUM | ||||||
| 41 | 837 LONGRIDGE ROAD | OAKLAND | CA | 94610 | $10,000 | Yes (X) |
| GAIL PROPP | ||||||
| 42 | 950 PARK AVE APT 4B NEW YORK NY 100 | NEW YORK | NY | 10028 | $10,000 | Yes (X) |
| DAVID A BRADLOW | ||||||
| 43 | 3947 23RD STREET | SAN FRANCISCO | CA | 94114 | $10,000 | Yes (X) |
| AVI AND SHULI STEINLAUF | ||||||
| 44 | 2200 GUTHRIE DR | LOS ANGELES | CA | 90034 | $10,000 | Yes (X) |
| ADINA AND LAWRENCE BURIAN | ||||||
| 45 | 180 OVERLOOK ROAD | NEW ROCHELLE | NY | 10804 | $10,000 | Yes (X) |
| REBECCA GALE AND EDWARD BLUM | ||||||
| 46 | 3409 LAKESHORE DRIVE | TALLAHASSEE | FL | 32312 | $10,000 | Yes (X) |
| AKIVA DICKSTEIN AND ANNA MENDELSOHN | ||||||
| 47 | 9 VISTA TERRACE | LIVINGSTON | NJ | 07039 | $10,000 | Yes (X) |
| KIM PIMLY | ||||||
| 48 | 117 LIBRARY PLACE | PRINCETON | NJ | 08540 | $10,000 | Yes (X) |
| ARYEH BOURKOFF | ||||||
| 49 | 155 E 79TH STREET | NEW YORK | NY | 10075 | $8,282 | Yes (X) |
| LAWRENCE D HABER | ||||||
| 50 | 62 CHESTER STREET | STAMFORD | CT | 06905 | $7,500 | Yes (X) |
| JANET W DOERFLINGER | ||||||
| 51 | 62 ESSEX ROAD | SUMMIT | NJ | 07901 | $6,000 | Yes (X) |
| CHARLES CAHN JR | ||||||
| 52 | 91 CENTRAL PARK WEST APT 13-B NEW Y | NEW YORK | NY | 10023 | $6,000 | Yes (X) |
| ROBERT SWEDARSKY | ||||||
| 53 | 5839 MARLBOROUGH AVENUE | PITTSBURGH | PA | 15217 | $5,400 | Yes (X) |
| WALTER P AND ELIZABETH MAY STERN | ||||||
| 54 | 20 DORIS DRIVE SCARSDALE NY 10583 | SCARSDALE | NY | 10583 | $5,000 | Yes (X) |
| STANLEY AND ROBERTA BOGEN CHARITABLE FOUNDATION | ||||||
| 55 | 956 5TH AVENUE FL 7A | NEW YORK | NY | 10075 | $5,000 | Yes (X) |
| ROBERT GOLDSTEIN | ||||||
| 56 | PO BOX 75127 TAMPA FL 33675-0127 | TAMPA | FL | 33675 | $5,000 | Yes (X) |
| REBECCA MICHEL | ||||||
| 57 | 8330 NW 51ST MANOR | CORAL SPRINGS | FL | 33067 | $5,000 | Yes (X) |
| PAM AND SCOTT SCHAFLER | ||||||
| 58 | 10 GRACIE SQUARE APT 11E | NEW YORK | NY | 10028 | $5,000 | Yes (X) |
| OFIR ZIGELMAN | ||||||
| 59 | 625 W 57TH STREET | NEW YORK | NY | 10019 | $5,000 | Yes (X) |
| MZ FOUNDATION | ||||||
| 60 | 1388 SUTTER STREET SUITE 915 | SAN FRANCISCO | CA | 94109 | $5,000 | Yes (X) |
| LINDA STERLING LIVING TR | ||||||
| 61 | 145 W 67TH STREET APT 31D | NEW YORK | NY | 10023 | $5,000 | Yes (X) |
| LEN GROOPMAN | ||||||
| 62 | 8 TUTHILL STREET | BELLPORT | NY | 11713 | $5,000 | Yes (X) |
| LAWRENCE E HYATT | ||||||
| 63 | 253 KESWICK GROVE LANE | FRANKLIN | TN | 37067 | $5,000 | Yes (X) |
| HARRIS N BAK | ||||||
| 64 | 132 OVERLOOK ROAD | NEW ROCHELLE | NY | 10804 | $5,000 | Yes (X) |
| H D HEMMERDINGER | ||||||
| 65 | 555 FIFTH AVENUE 16TH FLOOR | NEW YORK | NY | 10017 | $5,000 | Yes (X) |
| ERIKA AMMIRATI | ||||||
| 66 | 575 SHIRLYNN COURT | LOS ALTOS | CA | 94022 | $5,000 | Yes (X) |
| DANIEL SENOR | ||||||
| 67 | 529 5TH AVENUE | NEW YORK | NY | 10017 | $5,000 | Yes (X) |
| DAN HARON | ||||||
| 68 | 104 WEST LANE | STAMFORD | CT | 06905 | $5,000 | Yes (X) |
| BRAD FORNEY | ||||||
| 69 | 1008 RABBIT HILL ROAD | LITITZ | PA | 17543 | $5,000 | Yes (X) |
| BARRY FINGERHUT | ||||||
| 70 | 6681 EAST OBERLIN WAY | SCOTTSDALE | AZ | 85266 | $5,000 | Yes (X) |
| MARC GOLDMAN | ||||||
| 71 | PO BOX 8020 | GARDEN CITY | NY | 11530 | $5,000 | Yes (X) |
| KURT AND SUSAN SCHWARTZ | ||||||
| 72 | 52 HUBBARD STREET | CONCORD | MA | 17042 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONDON O'MEARA MCGINTY & | $0 | $0 | $0 | $0 |
| DONNELLY, LLP- AUDIT & TAX | $26,000 | $6,500 | $6,500 | $19,500 |
| MICHAEL BORGIA | $6,000 | $6,000 | $6,000 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAR-ILAN UNIVERSITY | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590002 RAMAT GAN | AddressLine1Txt |
| City | TEL AVIV | CityNm |
| Province Or State | ISRAEL | ProvinceOrStateNm |
| Country | IS | CountryCd |
| Foreign Postal | 5211401 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-12-31 | GrantDt |
| Grant | $10,000 | GrantAmt |
| Purpose Of Grant | MIDRASHA-TIKVAH PROGRAM | PurposeOfGrantTxt |
| Expended By Grantee | $10,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | N/A | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | N/A | DatesOfReportsByGranteeTxt |
| Verification | 2020-12-31 | VerificationDt |
| Results Of Verification | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED,THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD EQUITY INCOME FUND A | $1,136,517 | $1,136,517 |
| VANGUARD PRIME CAP CORE FUND | $3,182,691 | $3,182,691 |
| VANGUARD SHORT-TERM INVEST-GR ADM | $17,948,184 | $17,948,184 |
| VANGUARD EQUITY INCOME FUND ADM | $24,600,798 | $24,600,798 |
| VANGUARD SHORT-TERM TREASURY ADM | $50,782,022 | $50,782,022 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PATTERSON BELKNAP WEBB | $0 | $0 | $0 | $0 |
| & TYLER LLP | $8,852 | $0 | $0 | $8,852 |
| FULLER & FULLER LLP | $15,814 | $0 | $0 | $15,814 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCHANGE AND TRANSLATION DIFFERENCES | $26,791 |
| UNREALIZED LOSS ON INVESTMENTS | $549,308 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DEVELOPMENT | $21,520 | $0 | $0 | $21,520 |
| FILING FEE | $0 | $0 | $0 | $0 |
| INSURANCE | $35,989 | $0 | $0 | $35,989 |
| JEWISH REVIEW OF BOOKS | $445,339 | $0 | $445,339 | $0 |
| MOSAIC | $321,866 | $0 | $321,866 | $0 |
| OFFICE EXPENSES | $477,303 | $0 | $0 | $477,303 |
| PAYROLL PROCESSING | $71,683 | $0 | $0 | $71,683 |
| PROGRAM SERVICES | $4,622,403 | $0 | $0 | $4,622,403 |
| TELEPHONE AND INTERNET | $54,585 | $0 | $0 | $54,585 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICE REVENUE | $128,294 | $128,294 | |
| INTEREST INCOME ON MORTGAGE | $27,645 | $27,645 | $27,645 |
| MISCELLANEOUS INCOME | $11,380 | $11,380 | $11,380 |
| ADVERTISING INCOME | $36,816 | $36,816 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC COHEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $0 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEES | $90,465 | $0 | $0 | $90,465 |
| HUMBLE MONKEY - TECHNOLOGY | $2,607 | $0 | $0 | $2,607 |
| CAMBRIX GROUP, LTD.- TECHNOLOGY | $61,667 | $0 | $0 | $61,667 |
| PLUTUS NONPROFIT SOLUTIONS | $90,000 | $0 | $0 | $90,000 |
| MATI FRIEDMAN | $69,562 | $0 | $0 | $69,562 |
| ASCENHIRE, INC. | $53,183 | $0 | $0 | $53,183 |
| VIDEO EDITING | $32,596 | $0 | $0 | $32,596 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $24,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |