THE JEWISH FOUNDATION FOR THE RIGHTEOUS INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE JEWISH FOUNDATION FOR THE RIGHTEOUS INC (EIN 13-3807016)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-28
- IRS object ID
- 202231189349301123
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-28T11:36:24-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILKIN & GUTTENPLAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 TICES LANE | AddressLine1Txt |
| City | EAST BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133807016 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEWISH FOUNDATION FOR THE RIGHTEOUS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STANLEE J STAHL | InCareOfNm |
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 9737361800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 MAIN STREET SUITE 380 | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070525348 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A GOLDSMITH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2127279955 | PhoneNum |
| Signature | 2022-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK A | PersonFirstNm |
| Person Last | GOLDSMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD GUTTENPLAN CPA | PreparerPersonNm |
| PTIN | P00115876 | PTIN |
| Phone | 7328463000 | PhoneNum |
| Preparation | 2022-04-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK A GOLDSMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 MAIN STREET SUITE 380 | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070525348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,569,975 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JFR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT NON-JEWS, RIGHTEOUS GENTILES, WHO RISKED THEIR LIVES TO SAVE JEWS DURING THE HOLOCAUST | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,281,550 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,882,474 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,727 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,283 | CYProgramServiceRevenueAmt |
| PY Investment Income | $576,949 | PYInvestmentIncomeAmt |
| CY Investment Income | $679,218 | CYInvestmentIncomeAmt |
| PY Other Revenue | $800 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,874,026 | PYTotalRevenueAmt |
| CY Total Revenue | $2,569,975 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $914,926 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $816,430 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $447,606 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $451,542 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $173,070 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $521,994 | PYOtherExpensesAmt |
| CY Other Expenses | $546,722 | CYOtherExpensesAmt |
| PY Total Expenses | $1,884,526 | PYTotalExpensesAmt |
| CY Total Expenses | $1,814,694 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$10,500 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $755,281 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,640,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,058,536 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,635 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,749 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,614,130 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,023,787 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE JEWISH FOUNDATION FOR THE RIGHTEOUS, INC. (JFR) HONORS AND FINANCIALLY SUPPORTS NON-JEWS, RIGHTEOUS GENTILES, WHO RISKED THEIR LIVES AND OFTEN THE LIVES OF THEIR FAMILIES TO SAVE JEWS DURING THE HOLOCAUST. DURING 2021, THE FOUNDATION PROVIDED MONTHLY FINANCIAL ASSISTANCE TO 180 AGED & NEEDY NON-JEWISH RESCUERS IN 16 COUNTRIES THROUGHOUT THE WORLD. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,403,273 | ExpenseAmt |
| Grant | $904,926 | GrantAmt |
| Desc | As of January 1, 2021, The Jewish Foundation for the Righteous (JFR) was providing monthly financial support to 180 aged and needy non-Jews, Righteous Gentiles, who risked their lives to save Jews during the Holocaust. In 2021, the JFR distributed more than $800,000 USD in direct support of rescuers who live in 16 countries. Funds are distributed three times during the year for rescuers living outside the United States and quarterly for rescuers living inside the U.S. Funds are distributed to the rescuers in a safe and efficient manner. Procedures are in place to ensure that the rescuers receive their funds. Procedures and safeguards are also in place to ensure that the rescuers receiving monthly support from the JFR are still alive. The majority of the rescuers receiving financial assistance live in Eastern Europe, with Poland having the largest number of rescuers. The JFR began supporting rescuers in the late 1980s. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $70,372 | ExpenseAmt |
| Desc | The JFR is committeed to teaching the history of the Holocaust and to preserving the legacy of Righteous Gentiles. The JFR's national Holocaust teacher education program is comprised of four key components: 1) JFR published educational materials; 2) the Alfred Lerner Fellowship Program; 3) Holocaust Centers of Excellence Program; and 4) educational seminars, institutes, and workshops for teachers and students. The JFR's national teacher training program works with 13 recognized Holocaust centers across the United States. These Holocaust centers comprise the JFR's Holocaust Centers of Excellence Program. The JFR continued to provide support to 13 Holocaust centers located across the United States and to their teachers. The JFR continues to support its more than 670 Alfred Lerner Fellows from the United States, Poland, Croatia, Hungary, and Lithuania as well as meeting the needs of individual educators and schools across the United States requesting information about the Holocaust and how to teach this complex subject in the classroom. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,473,645 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STANLEE J STAHL | PersonNm |
| Phone | 9737361800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 MAIN STREET SUITE 380 | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070525438 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| STANLEE J STAHL | |||||||||
| EXECUTIVE VICE PRESIDENT | 75.0 | 0.0 | Yes (X) | Yes (X) | $270,020 | $0 | $22,988 | ||
| Dara S Zadikow | |||||||||
| Director of Development | 50.0 | 0.0 | $119,496 | $0 | $11,689 | Yes (X) | |||
| Harvey Schulweis | |||||||||
| Chairman | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Roman Kent deceased 521 | |||||||||
| President | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Mark Goldsmith Esq | |||||||||
| SECRETARY - TREASURER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Abby Crisses | |||||||||
| trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Deborah Dwork PhD | |||||||||
| trustee | 0.1 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| STEVEN FIELD MD | |||||||||
| TRUSTEE | 10.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Iris Katz | |||||||||
| trustee | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Leonard Littman | |||||||||
| trustee | 0.1 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Hazel Shanken | |||||||||
| trustee | 0.1 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Hannah Waldman | |||||||||
| trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $389,516 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,677 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MERRILL LYNCH | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Bryant Park 28th Flr | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMEN | ServicesDesc |
| Compensation | $124,468 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,882,474 | AllOtherContributionsAmt |
| Noncash Contributions | $1,698 | NoncashContributionsAmt |
| Total Contributions | $1,882,474 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION PROGRAMS | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $8,283 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,283 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,283 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $347,052 | TotalRevenueColumnAmt |
| Exclusion | $347,052 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $332,166 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $332,166 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $332,166 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,569,975 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,283 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $347,052 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,900 | TotalAmt |
| Program Services | $14,900 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $801,530 | TotalAmt |
| Program Services | $801,530 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,020 | TotalAmt |
| Program Services | $237,618 | ProgramServicesAmt |
| Management And General | $13,501 | ManagementAndGeneralAmt |
| Fundraising | $18,901 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,604 | TotalAmt |
| Program Services | $137,812 | ProgramServicesAmt |
| Management And General | $7,830 | ManagementAndGeneralAmt |
| Fundraising | $10,962 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,918 | TotalAmt |
| Program Services | $21,928 | ProgramServicesAmt |
| Management And General | $1,246 | ManagementAndGeneralAmt |
| Fundraising | $1,744 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,000 | TotalAmt |
| Program Services | $17,500 | ProgramServicesAmt |
| Management And General | $14,000 | ManagementAndGeneralAmt |
| Fundraising | $3,500 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,468 | TotalAmt |
| Management And General | $124,468 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,611 | TotalAmt |
| Program Services | $39,690 | ProgramServicesAmt |
| Management And General | $2,480 | ManagementAndGeneralAmt |
| Fundraising | $7,441 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,776 | TotalAmt |
| Program Services | $11,082 | ProgramServicesAmt |
| Management And General | $739 | ManagementAndGeneralAmt |
| Fundraising | $2,955 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,296 | TotalAmt |
| Program Services | $47,066 | ProgramServicesAmt |
| Management And General | $2,615 | ManagementAndGeneralAmt |
| Fundraising | $2,615 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,387 | TotalAmt |
| Program Services | $1,910 | ProgramServicesAmt |
| Management And General | $119 | ManagementAndGeneralAmt |
| Fundraising | $358 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUCATION PROGRAMS | $70,372 | $70,372 | $0 | $0 |
| DIRECT MAIL EXPENSES | $118,350 | $0 | $0 | $118,350 |
| PAYROLL RELATED FEES | $1,298 | $1,142 | $65 | $91 |
| PUBLIC RELATIONS | $51,587 | $49,008 | $2,579 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,577 | TotalAmt |
| Program Services | $22,087 | ProgramServicesAmt |
| Management And General | $916 | ManagementAndGeneralAmt |
| Fundraising | $3,574 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,814,694 | TotalAmt |
| Program Services | $1,473,645 | ProgramServicesAmt |
| Management And General | $167,979 | ManagementAndGeneralAmt |
| Fundraising | $173,070 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $548,951 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $947,336 | BOYAmt |
| EOY | $472,227 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,795 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,696 | BOYAmt |
| EOY | $3,696 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $195,815 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $192,904 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,298 | BOYAmt |
| EOY | $2,911 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,680,352 | BOYAmt |
| EOY | $12,024,873 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,083 | BOYAmt |
| EOY | $4,083 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,640,765 | BOYAmt |
| EOY | $13,058,536 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,635 | BOYAmt |
| EOY | $34,749 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,635 | BOYAmt |
| EOY | $34,749 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,121,196 | BOYAmt |
| EOY | $12,516,292 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,934 | BOYAmt |
| EOY | $507,495 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,614,130 | BOYAmt |
| EOY | $13,023,787 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,640,765 | BOYAmt |
| EOY | $13,058,536 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $755,281 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $654,376 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| FS Audited Basis | FSAuditedBasisGrp | |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,490,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,215,367 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,243,117 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,281,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,882,474 | CurrentTaxYearAmt |
| Total | $10,113,051 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,490,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,215,367 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,243,117 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,281,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,882,474 | CurrentTaxYearAmt |
| Total | $10,113,051 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,113,051 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $215,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $250,005 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $297,759 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $245,090 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $347,052 | CurrentTaxYearAmt |
| Total | $1,355,034 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,468,085 | TotalSupportAmt |
| Public Support CY170 | 0.88184 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89570 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $492,934 | BeginningYearBalanceAmt |
| Contributions | $14,561 | ContributionsAmt |
| End Year Balance | $507,495 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $475,251 | BeginningYearBalanceAmt |
| Contributions | $17,683 | ContributionsAmt |
| End Year Balance | $492,934 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $458,898 | BeginningYearBalanceAmt |
| Contributions | $16,353 | ContributionsAmt |
| End Year Balance | $475,251 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $440,752 | BeginningYearBalanceAmt |
| Contributions | $18,146 | ContributionsAmt |
| End Year Balance | $458,898 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $423,503 | BeginningYearBalanceAmt |
| Contributions | $17,249 | ContributionsAmt |
| End Year Balance | $440,752 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $111,703 | OtherCostOrOtherBasisAmt |
| Depreciation | $108,792 | DepreciationAmt |
| Book Value | $2,911 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $84,112 | OtherCostOrOtherBasisAmt |
| Depreciation | $84,112 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,911 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,131,697 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $654,376 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $31,814 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $686,190 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,445,507 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $124,468 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $124,468 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,569,975 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,722,040 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $31,814 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $31,814 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,690,226 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $124,468 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $124,468 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,814,694 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE TO BE USED FOR HOLOCAUST EDUCATIONAL PURPOSES. |
| PART X, LINE 2: | JFR IS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). JFR IS SUBJECT TO UNRELATED BUSINESS INCOME TAXES ("UBIT"), IF APPLICABLE. FOR THE YEAR ENDED DECEMBER 31, 2021, JFR DID NOT OWE ANY UBIT. JFR RECOGNIZES AND MEASURES ITS UNRECOGNIZED TAX BENEFITS IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES. UNDER THAT GUIDANCE, JFR ASSESSES THE LIKELIHOOD, BASED ON ITS TECHNICAL MERIT, THAT TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. THE MEASUREMENT OF UNRECOGNIZED TAX BENEFITS IS ADJUSTED WHEN NEW INFORMATION IS AVAILABLE, OR WHEN AN EVENT OCCURS THAT REQUIRES A CHANGE. MANAGEMENT EVALUATED JFR'S TAX POSITIONS AND CONCLUDED THAT JFR HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS. JFR FILES IN BOTH U.S. FEDERAL AND VARIOUS STATE TAXING JURISDICTIONS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | SEE FOOTNOTE | $538,225 |
| North America | 0 | 0 | Program Services | SEE FOOTNOTE | $2,400 |
| East Asia and the Pacific | 0 | 0 | Program Services | SEE FOOTNOTE | $4,900 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | SEE FOOTNOTE | $255,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $801,475 | SubtotalSpentAmt |
| Total Spent | $801,475 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Europe (Including Iceland & Greenland) - | Europe (Including Iceland and Greenland) | 122 | $538,225 | see footnote |
| North America / Canada | North America | 1 | $2,400 | see footnote |
| East Asia and the Pacific - Australia, B | East Asia and the Pacific | 1 | $4,900 | see footnote |
| Russia and Newly Independent States | Russia and the Newly Independent States | 53 | $255,950 | see footnote |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | RECIPIENTS ARE RECOGNIZED AS RIGHTEOUS GENTILES BY YAD VASHEM, ISRAEL'S HOLOCAUST AUTHORITY. THEY MUST HAVE BEEN BORN PRIOR TO 1937 AND ARE NOW IN FINANCIAL NEED. MOST ARE LIVING AT OR BELOW THE POVERTY LEVEL. EACH RECIPIENT IS REQUIRED TO SUBSTANTIATE THEIR FINANCIAL NEED BY SUBMITTING VERIFIABLE DOCUMENTATION ANNUALLY. |
| PART I, LINE 3, COLUMN E - SPECIFIC TYPE OF SERVICE IN REGION | EUROPE - Support Grants to Individual Rescuers NORTH AMERICA - Support Grants to Individual Rescuers EAST ASIA & THE PACIFIC - Support Grants to Individual Rescuers RUSSIA/INDEPENDENT STATES - Support Grants to Individual Rescuers |
| PART III, LINES 1-4, COLUMN E - MANNER OF CASH DISBURSEMENT | Europe (Including Iceland & Greenland) - WESTERN UNION, BANK WIRE TRANSFER North America / Canada - BANK CHECKS East Asia and the Pacific - Australia, B - WESTERN UNION Russia and Newly Independent States - WESTERN UNION |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| REGULAR JFR SUPPORT 2021 | 3 | $9,900 |
| SPECIAL 2021 CHRISTMAS GRANT | 2 | $5,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Description of Procedure for Monitoring Use of Funds | FormAndLineReferenceDesc |
| Explanation | Recipients are recognized as rescuers by Yad Vashem, Israel's holocaust authority. They must have been born prior to 1937 and are now in financial need. Most are living at or below the poverty level, and many receive SSI. Each recipient is required to substantiate their financial need by submitting verifiable documentation annually. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STANLEE J STAHL | PersonNm |
| Title | EXECUTIVE VICE PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $270,020 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $22,988 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $293,008 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B: | THE JFR'S OUTSIDE ACCOUNTING FIRM PREPARES A DRAFT IRS 990. THE DRAFT 990 IS REVIEWED BY THE JFR AUDIT COMMITTEE AND STAFF. AFTER THE AUDIT COMMITTEE HAS COMPLETED ITS REVIEW, THE ENTIRE DRAFT 990, WITH ALL SCHEDULES, IS DISTRIBUTED IN PDF FORMAT TO THE ENTIRE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL.UPON COMPLETION OF THE BOARD OF TRUSTEES REVIEW, THE 990 IS THEN SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C: | THE JFR'S ANNUAL AUDIT, CONFLICT OF INTEREST POLICY, BOARD LIST, 501 (C) (3) DETERMINATION LETTER, CHAIRMAN'S REPORT (ANNUAL REPORT), PRIVACY POLICY AND FORM 990 (EXCLUDING THE LIST OF DONORS) ARE AVAILABLE ON THE JFR'S WEBSITE. |
| FORM 990, PART VI, SECTION B, LINE 15A: | THE ORGANIZATION'S PERSONNEL COMMITTEE CHAIRED BY THE TREASURER IS RESPONSIBLE FOR REVIEWING AND APPROVING THE EXECUTIVE VICE PRESIDENT'S ANNUAL COMPENSATION. THE PERSONNEL COMMITTEE REVIEWS COMPARABLE DATA OF SIMILAR TYPES OF ORGANIZATIONS WITHIN THE SAME GEOGRAPHIC AREA TO DETERMINE THE COMPENSATION OF THE EXECUTIVE VICE PRESIDENT. THE PERSONNEL COMMITTEE COMMUNICATES ITS CONCLUSIONS REACHED ON THE EXECUTIVE VICE PRESIDENT'S COMPENSATION TO THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19: | THE FOLLOWING ARE POSTED ON THE JFR'S WEBSITE: AUDIT, IRS FORM 990 (EXCLUDING THE LIST OF DONORS), IRS 501(C)(3) DETERMINATION LETTER, CHAIRMAN'S REPORT (ANNUAL REPORT) BOARD LIST, STAFF LIST, PRIVACY POLICY. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |