AMERICANS FOR BEN-GURION UNIVERSITY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AMERICANS FOR BEN-GURION UNIVERSITY INC (EIN 23-7270753)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-07-30
- IRS object ID
- 202542119349300734
- Schema version
- 2023v6.0
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-30T15:28:01-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237270753 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICANS FOR BEN-GURION | BusinessNameLine1Txt |
| Business Name Line2 | UNIVERSITY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2126877721 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 AVENUE OF THE AMERICAS 19TH F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS SESERMAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2126877721 | PhoneNum |
| Signature | 2025-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A4BGU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DOUGLAS SESERMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 AVENUE OF THE AMERICAS 19TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $329,460,128 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AMERICANSFORBGU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | AMERICANS FOR BEN-GURION UNIVERSITY OR "A4BGU" PLAYS A VITAL ROLE IN CREATING A WORLD CLASS UNIVERSITY IN THE ISRAELI DESERT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 53 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 53 | VotingMembersIndependentCnt |
| Total Employee | 46 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | -$311,742 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,789,775 | PYContributionsGrantsAmt |
| CY Contributions Grants | $44,313,518 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$4,446,445 | PYInvestmentIncomeAmt |
| CY Investment Income | $29,953,708 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$195,436 | PYOtherRevenueAmt |
| CY Other Revenue | -$303,057 | CYOtherRevenueAmt |
| PY Total Revenue | $21,147,894 | PYTotalRevenueAmt |
| CY Total Revenue | $73,964,169 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $45,810,862 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $55,060,907 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,620,674 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,179,905 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $36,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $36,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,764,739 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,480,714 | PYOtherExpensesAmt |
| CY Other Expenses | $6,769,642 | CYOtherExpensesAmt |
| PY Total Expenses | $58,948,250 | PYTotalExpensesAmt |
| CY Total Expenses | $69,046,454 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$37,800,356 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,917,715 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $764,651,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $878,138,118 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $34,007,447 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,358,953 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $730,643,851 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $839,779,165 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | A4BGU ELEVATES AWARENESS, STRENGTHENS DONOR BONDS, AND RAISES FUNDS FOR BEN-GURION UNIVERSITY OF THE NEGEV (BGU) ACROSS THE UNITED STATES. WE SHOWCASE BGU'S ACADEMIC EXCELLENCE AND GROUNDBREAKING RESEARCH TO INDIVIDUALS, FOUNDATIONS, ORGANIZATIONS, AND THE MEDIA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $58,548,844 | ExpenseAmt |
| Grant | $55,060,907 | GrantAmt |
| Desc | BEN-GURION UNIVERSITY (BGU) SUPPORT: A4BGU RAISES FUNDS WITHIN THE U.S. FOR BEN-GURION UNIVERSITY. SUPPORT INCLUDES, BUT IS NOT LIMITED TO, GRANTS FOR ONGOING OPERATIONS (E.G. SCHOLARSHIPS/FELLOWSHIPS, STUDENT ACTIVITIES), ACADEMIC RESEARCH (E.G. WATER/ENVIRONMENT, CYBER SECURITY, ROBOTICS/ARTIFICIAL INTELLIGENCE, MEDICAL BREAKTHROUGHS), FACULTY RECRUITMENT, CAPITAL PROJECTS (E.G. DORMITORIES, RESEARCH LABS, CLASSROOM BUILDINGS, CONFERENCE FACILITIES), COMMUNITY OUTREACH ACTIVITIES TO SUPPORT THE DEVELOPMENT OF ISRAEL'S NEGEV REGION (E.G. VOLUNTEER AND SOCIAL ACTION TO UNDER-RESOURCED COMMUNITIES AND INDIVIDUALS, BEDOUIN SUPPORT, YOUTH CLUBS, MENTORING/TUTORING, UNIVERSITY PREP PROGRAMS, ETC.). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,644,147 | ExpenseAmt |
| Desc | RAISING AWARENESS & EDUCATION PROGRAM: A4BGU RAISES AWARENESS IN THE U.S. TO POTENTIAL DONORS ABOUT BGU AND THE NEGEV REGION IN GENERAL. A4BGU ALSO EDUCATES CURRENT AND POTENTIAL DONORS ON VARIOUS RESEARCH AND COMMUNITY-BASED INITIATIVES CONDUCTED BY THE UNIVERSITY, AS WELL AS THE NEGEV REGION IN GENERAL. A4BGU SHOWCASES BGU'S ACADEMIC EXCELLENCE AND GROUNDBREAKING RESEARCH TO INDIVIDUALS, FOUNDATIONS, ORGANIZATIONS, AND THE MEDIA THROUGH VARIOUS ACTIVITIES, INCLUDING A SERIES OF EDUCATIONAL PROGRAMS, EVENTS, AND INFORMATIVE DIGITAL AND PRINT COMMUNICATIONS FEATURING BGU'S WORLD-RENOWNED RESEARCH AND ACADEMIC EXCELLENCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $203,229 | ExpenseAmt |
| Desc | ZIN FELLOWS LEADERSHIP PROGRAM: THE A4BGU ZIN FELLOWS PROGRAM IS AN INSPIRING AND TRANSFORMATIVE OPPORTUNITY FOR OUTSTANDING AMERICANS IN THEIR 30S-50S. THE EIGHTEEN MONTH PROGRAM CONSISTS OF TWO IN-PERSON GATHERINGS IN THE UNITED STATES FOLLOWED BY AN IMMERSIVE ISRAEL EXPERIENCE. ZIN FELLOWS REPRESENT THE BEST OF THE BEST IN TERMS OF THE NEXT GENERATION. THEY ARE CURRENT AND FUTURE AMERICAN COMMUNITY LEADERS WHO ARE INTERESTED IN UNDERSTANDING THE UNIQUE ROLE BGU PLAYS IN THE DEVELOPMENT OF THE NEGEV AND THE FUTURE OF ISRAEL. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $133,434 | ExpenseAmt |
| Desc | THE MEDICAL SCHOOL FOR INTERNATIONAL HEALTH (MSIH) PROGRAM: MSIH AT BGU IS A UNIQUE MEDICAL SCHOOL THAT INCORPORATES GLOBAL HEALTH COMPONENTS INTO ALL FOUR YEARS OF THE CORE M.D. CURRICULUM. AS A SMALL AND PRESTIGIOUS MEDICAL SCHOOL, MSIH OFFERS AN M.D. PROGRAM THAT PREPARES STUDENTS FOR A CAREER GOING FAR BEYOND THE HOSPITAL OR PRIVATE CLINIC. STUDENTS GAIN THE TRAINING NECESSARY TO MAKE A REAL IMPACT BY PRACTICING MEDICINE WHILE MEETING THE CHALLENGES OF GLOBAL HEALTH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $133,434 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $60,529,654 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 46 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 53 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 53 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | 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 | 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 | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY GREENE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126877721 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 AVENUE OF THE AMERICAS 19TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (62 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MADDY ARNOW | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY INGERMAN BALICK | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN BLOOM | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BRESLAUER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SYLVIA BRODSKY | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RIVA COLLINS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NEIL DAVIDOWITZ | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JACOB DAYAN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCI DOLLINGER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA DOUGLASS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA FIELD | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN FINKELMAN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ESTHER FOER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MAX GITTER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LLOYD GOLDMAN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG GRANOWITZ | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH GRZEBINSKI | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM HANDY | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SETH HARLEM | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TARA KELLEHER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF KUPFER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA LAM | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL MAX | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOANNE MOORE | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL OZER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK PARLATO | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF POLAK | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOEL REINSTEIN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HUNTER REISNER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BATHSHEVA RIFKIN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH ROSE | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL SAAL | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERRIE SAVETT | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MAX SCHECHNER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER SCHECHTER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA SCHELLER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOEL SHALOWITZ | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG SIMON | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERNEST SIMON | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANNA SLUSKY | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN SPITZER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBIN TOUBIN STEIN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ILANA SUBAR | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NOAH TRATT | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF ULLMAN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LEWIS WINARSKY | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TONI YOUNG | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL ZEIGER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RUTH WESTHEIMER HONORARY | ||||||||
| BOARD MEMBER (DECEASED 07/2024) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROY ZUCKERBERG | ||||||||
| HONORARY BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY DEBODE | ||||||||
| CHAIR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANDREA GOREN | ||||||||
| VICE CHAIR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TERRI ALPERT | ||||||||
| VICE CHAIR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID WAGONFELD | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ELLEN MARCUS | ||||||||
| SECRETARY | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DOUGLAS SESERMAN | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | $578,015 | $0 | $194,460 | Yes (X) | ||
| TIMOTHY GREENE | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | $227,555 | $0 | $30,362 | Yes (X) | ||
| KEREN WARANCH | ||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | 0.00 | $263,386 | $0 | $60,704 | Yes (X) | ||
| ARI STEINBERG | ||||||||
| PHILANTHROPIC RELATIONSHIP OFFICER | 40.00 | 0.00 | $286,743 | $0 | $19,968 | Yes (X) | ||
| ANDREW HOFFER | ||||||||
| PHILANTHROPIC RELATIONSHIP OFFICER | 40.00 | 0.00 | $219,344 | $0 | $58,380 | Yes (X) | ||
| NNEKA MCPHEE CHIEF OF STAFF | ||||||||
| & STRATEGIC INITIATIVES | 40.00 | 0.00 | $214,728 | $0 | $39,489 | Yes (X) | ||
| CLAIRE WINICK | ||||||||
| PHILANTHROPIC RELATIONSHIP OFFICER | 40.00 | 0.00 | $190,924 | $0 | $34,251 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,980,695 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $437,614 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HALEL YARON HOROWITZ BALD CREATIVE LLC | |||||
| 1938 TOWNSDEND CT NE | ATLANTA | GA | 30329 | MARKETING | $450,354 |
| PERLMAN & PERLMAN LLP | |||||
| 521 FIFTH AVENUE 30TH FLOOR | NEW YORK | NY | 10175 | LEGAL SERVICES | $162,844 |
| VELOCITY GLOBAL LLC | |||||
| 3858 WALNUT ST SUITE 107 | DENVER | CO | 80205 | ISRAEL PAYROLL OUTSOURCE | $162,451 |
| RSM US LLP | |||||
| 5155 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | ACCOUNTING/TAX | $122,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $954,745 | FundraisingAmt |
| All Other Contributions | $43,358,773 | AllOtherContributionsAmt |
| Noncash Contributions | $2,083,711 | NoncashContributionsAmt |
| Total Contributions | $44,313,518 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,062,952 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$311,742 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,374,694 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $273,995,338 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $255,104,582 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,890,756 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,890,756 | TotalRevenueColumnAmt |
| Exclusion | $18,890,756 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $88,320 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $954,745 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $391,377 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$303,057 | TotalRevenueColumnAmt |
| Exclusion | -$303,057 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,964,169 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$311,742 | UnrelatedBusinessRevenueAmt |
| Exclusion | $29,962,393 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,060,907 | TotalAmt |
| Program Services | $55,060,907 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,213,469 | TotalAmt |
| Program Services | $409,856 | ProgramServicesAmt |
| Management And General | $482,907 | ManagementAndGeneralAmt |
| Fundraising | $320,706 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,732,438 | TotalAmt |
| Program Services | $1,509,190 | ProgramServicesAmt |
| Management And General | $1,347,164 | ManagementAndGeneralAmt |
| Fundraising | $1,876,084 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,708 | TotalAmt |
| Program Services | $78,995 | ProgramServicesAmt |
| Management And General | $70,514 | ManagementAndGeneralAmt |
| Fundraising | $98,199 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,441 | TotalAmt |
| Program Services | $193,396 | ProgramServicesAmt |
| Management And General | $172,633 | ManagementAndGeneralAmt |
| Fundraising | $240,412 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,849 | TotalAmt |
| Program Services | $121,135 | ProgramServicesAmt |
| Management And General | $108,130 | ManagementAndGeneralAmt |
| Fundraising | $150,584 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645,225 | TotalAmt |
| Management And General | $603,711 | ManagementAndGeneralAmt |
| Fundraising | $41,514 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,625 | TotalAmt |
| Program Services | $32,821 | ProgramServicesAmt |
| Management And General | $169,804 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,000 | TotalAmt |
| Program Services | $29,450 | ProgramServicesAmt |
| Management And General | $160,550 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,000 | TotalAmt |
| Fundraising | $36,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,671,377 | TotalAmt |
| Program Services | $2,391,838 | ProgramServicesAmt |
| Management And General | $279,539 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $649,309 | TotalAmt |
| Program Services | $219,299 | ProgramServicesAmt |
| Management And General | $171,327 | ManagementAndGeneralAmt |
| Fundraising | $258,683 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,901 | TotalAmt |
| Program Services | $23,235 | ProgramServicesAmt |
| Management And General | $116,176 | ManagementAndGeneralAmt |
| Fundraising | $15,490 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,073 | TotalAmt |
| Program Services | $19,366 | ProgramServicesAmt |
| Management And General | $193,658 | ManagementAndGeneralAmt |
| Fundraising | $29,049 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,567 | TotalAmt |
| Program Services | $56,357 | ProgramServicesAmt |
| Management And General | $422,675 | ManagementAndGeneralAmt |
| Fundraising | $84,535 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,881 | TotalAmt |
| Program Services | $68,968 | ProgramServicesAmt |
| Management And General | $48,778 | ManagementAndGeneralAmt |
| Fundraising | $249,135 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $746,211 | TotalAmt |
| Program Services | $307,149 | ProgramServicesAmt |
| Management And General | $86,410 | ManagementAndGeneralAmt |
| Fundraising | $352,652 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,880 | TotalAmt |
| Management And General | $79,880 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,139 | TotalAmt |
| Management And General | $74,139 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TELECOMMUNICATIONS | $76,303 | $6,867 | $61,043 | $8,393 |
| BANK FEES | $53,018 | $53,018 | ||
| BAD DEBT EXPENSE | $45,934 | $45,934 | ||
| DOCUMENTARY PRODUCTION | $4,128 | $825 | $3,303 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,071 | TotalAmt |
| Management And General | $4,071 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,046,454 | TotalAmt |
| Program Services | $60,529,654 | ProgramServicesAmt |
| Management And General | $4,752,061 | ManagementAndGeneralAmt |
| Fundraising | $3,764,739 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63 | BOYAmt |
| EOY | $120 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,378,699 | BOYAmt |
| EOY | $13,082,046 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,686,614 | BOYAmt |
| EOY | $45,073,317 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,484 | BOYAmt |
| EOY | $193,848 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $722,150 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $690,316 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,551 | BOYAmt |
| EOY | $31,834 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,842,943 | BOYAmt |
| EOY | $216,668,678 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $553,221,724 | BOYAmt |
| EOY | $598,572,054 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,660 | BOYAmt |
| EOY | $221,561 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,849,560 | BOYAmt |
| EOY | $4,294,660 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $764,651,298 | BOYAmt |
| EOY | $878,138,118 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,548,462 | BOYAmt |
| EOY | $1,621,691 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,458,985 | BOYAmt |
| EOY | $36,737,262 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,007,447 | BOYAmt |
| EOY | $38,358,953 | 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 | $61,803,315 | BOYAmt |
| EOY | $73,583,587 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $668,840,536 | BOYAmt |
| EOY | $766,195,578 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $730,643,851 | BOYAmt |
| EOY | $839,779,165 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $764,651,298 | BOYAmt |
| EOY | $878,138,118 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,917,715 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $105,658,875 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,441,276 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $24,847,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,184,963 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,406,388 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,789,775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,313,518 | CurrentTaxYearAmt |
| Total | $148,542,486 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,847,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,184,963 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,406,388 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,789,775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,313,518 | CurrentTaxYearAmt |
| Total | $148,542,486 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $27,238,462 | SubstantialContributorsTotAmt |
| Public Support Total170 | $121,304,024 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,667,220 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,279,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,486,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,094,256 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,374,694 | CurrentTaxYearAmt |
| Total | $72,901,777 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,923 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $81,585 | CurrentTaxYearMinus2YearsAmt |
| Total | $92,508 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,031 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,308 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,320 | CurrentTaxYearAmt |
| Total | $167,409 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $221,704,180 | TotalSupportAmt |
| Public Support CY170 | 0.54710 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | SPECIAL EVENT GROSS INCOME - 2019 AMOUNT: $ 32,031. 2020 AMOUNT: $ 4,308. 2021 AMOUNT: $ 12,000. 2022 AMOUNT: $ 30,750. 2023 AMOUNT: $ 88,320. | ExplanationTxt |
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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $999,106 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $91,250 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $641,979,276 | BeginningYearBalanceAmt |
| Contributions | $5,219,720 | ContributionsAmt |
| Investment Earnings Or Losses | $120,766,644 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $30,845,437 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,391,838 | AdministrativeExpensesAmt |
| End Year Balance | $734,728,365 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $614,888,913 | BeginningYearBalanceAmt |
| Contributions | $1,819,997 | ContributionsAmt |
| Investment Earnings Or Losses | $62,762,282 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $35,395,378 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,096,538 | AdministrativeExpensesAmt |
| End Year Balance | $641,979,276 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $744,016,605 | BeginningYearBalanceAmt |
| Contributions | $2,085,777 | ContributionsAmt |
| Investment Earnings Or Losses | -$96,277,935 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $32,676,574 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,258,960 | AdministrativeExpensesAmt |
| End Year Balance | $614,888,913 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $638,763,617 | BeginningYearBalanceAmt |
| Contributions | $1,935,427 | ContributionsAmt |
| Investment Earnings Or Losses | $137,258,192 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $31,893,308 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,047,323 | AdministrativeExpensesAmt |
| End Year Balance | $744,016,605 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $631,283,423 | BeginningYearBalanceAmt |
| Contributions | $6,631,979 | ContributionsAmt |
| Investment Earnings Or Losses | $37,227,094 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $34,028,027 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,350,852 | AdministrativeExpensesAmt |
| End Year Balance | $638,763,617 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $552,857 | OtherCostOrOtherBasisAmt |
| Depreciation | $552,857 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $82,353 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,519 | DepreciationAmt |
| Book Value | $31,834 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,940 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,940 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,834 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT FUNDS | $397,495,981 | F |
| INVESTMENTS HELD IN ISRAEL | $169,013,177 | F |
| U.S. TREASURIES AND OTHER BONDS | $32,062,896 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $598,572,054 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO BEN-GURION UNIVERSITY | $22,149,290 |
| OBLIGATIONS UNDER SPLIT-INTEREST AGREEMENTS | $12,523,376 |
| OPERATING LEASE LIABILITIES | $2,064,596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $36,737,262 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $175,901,768 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $105,658,875 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,441,276 | OtherRevenueAmt |
| Revenue Not Reported | $104,217,599 | RevenueNotReportedAmt |
| Revenue Subtotal | $71,684,169 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,671,377 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$391,377 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,280,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $73,964,169 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $66,766,454 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $391,377 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $391,377 | ExpensesNotReportedAmt |
| Expenses Subtotal | $66,375,077 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,671,377 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $2,671,377 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $69,046,454 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | COLLECTION OF SEVERAL THOUSAND BOOKS AND OTHER PUBLICATIONS ON HERPETOLOGY DONATED MANY YEARS AGO TO A4BGU; THEY ARE ON LONG TERM LOAN AT NO CHARGE TO BEN-GURION UNIVERSITY, AND THE BOOK VALUE IS $999,106. |
| PART V, LINE 4: | THE ANNUAL ALLOCATIONS FROM THE ENDOWMENT FUND SUPPORT BGU, ITS STUDENTS AND FACULTY, AND THE WORK A4BGU DOES TO ENSURE THE CONTINUED SUCCESS OF BGU'S ACADEMIC PROGRAMS AND RESEARCH. |
| PART X, LINE 2: | A4BGU QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), AND IS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION AS DESCRIBED IN SECTION 509(A)(1) OF THE IRC. A4BGU IS NOT CLASSIFIED AS A PRIVATE FOUNDATION, AND IS SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT), IF APPLICABLE. FOR THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023, A4BGU DID NOT HAVE MATERIAL UBIT EXPENSES AND LIABILITIES. THE LLC IS TREATED AS A DISREGARDED ENTITY FOR TAX PURPOSES. MANAGEMENT HAS EVALUATED A4BGU'S TAX POSITIONS AND CONCLUDED THAT A4BGU HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT OR DISCLOSURE TO THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, A4BGU IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2020 WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -669,766. LOSS ON CONTRIBUTIONS RECEIVABLE -771,510. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B -391,377. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 391,377. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $178,315,447 | |||
| MIDDLE EAST AND NORTH AFRICA | INVESTMENTS | $169,013,178 | |||
| EUROPE | INVESTMENTS | $4,652,158 | |||
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SERVICES & FUNDRAISING | $251,456 | 0 | 1 | PAYMENTS TO AGENT LOCATED AT BGU AND FUNDRAISING AND AWARENESS |
| MIDDLE EAST AND NORTH AFRICA | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $55,060,907 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $407,293,146 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $407,293,146 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| MIDDLE EAST AND NORTH AFRICA | ACADEMIC PROGRAMS AND RESEARCH | $30,460,997 | WIRE TRANSFER | $0 |
| MIDDLE EAST AND NORTH AFRICA | CAPITAL PROJECTS | $17,434,194 | WIRE TRANSFER | $0 |
| MIDDLE EAST AND NORTH AFRICA | SCHOLARSHIPS | $5,741,857 | WIRE TRANSFER | $0 |
| MIDDLE EAST AND NORTH AFRICA | COMMUNITY OUTREACH | $719,478 | WIRE TRANSFER | $0 |
| MIDDLE EAST AND NORTH AFRICA | MEDICAL SCHOOL AND HEALTH SERVICES | $580,755 | WIRE TRANSFER | $0 |
| MIDDLE EAST AND NORTH AFRICA | ACADEMIC CHAIRS | $123,626 | WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | A4BGU TRANSMITS GRANTS TO BGU ON A MONTHLY BASIS WITH SPECIFICATIONS RELATED TO DONOR DESIGNATION AND INTENDED USE. A4BGU CONFIRMS THAT THE FUNDS ARE USED FOR THE INTENDED PURPOSES, INCLUDING FINANCIAL AND NARRATIVE REPORTING FROM BGU, DONOR COMMUNICATIONS, AND INTERNAL COORDINATION. FOR CERTAIN MAJOR RESTRICTED FUNDS, A4BGU HAS ESTABLISHED FORMAL REVIEW PROCEDURES TO ASSESS PROPOSED USES AND CONFIRM ALIGNMENT WITH DONOR INTENT THROUGH FOLLOW-UP REPORTING. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J ROBERTS CONSULTING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 WEST WAYNE AVENUE | AddressLine1Txt |
| City | WOOSTER | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 44691 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | Yes (1) | FundraiserControlOfFundsInd |
| Gross Receipts | $81,491 | GrossReceiptsAmt |
| Retained By Contractor | $36,000 | RetainedByContractorAmt |
| Net To Organization | $45,491 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $81,491 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $36,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $45,491 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NY ONE DAY | Event1Nm |
| Gross Receipts Event1 | $592,810 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $552,760 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $40,050 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $169,432 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $63,205 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $18,408 | OtherDirectExpensesEvent1Amt |
| Event2 | KOSHER EXTRAVAGANZA | Event2Nm |
| Gross Receipts Event2 | $247,054 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $216,634 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $30,420 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $75,214 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $7,000 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $18,540 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $203,201 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $185,351 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $17,850 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $4,515 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $13,232 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $8,002 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $13,829 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,043,065 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $954,745 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $88,320 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $249,161 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $13,232 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $78,207 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $50,777 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $391,377 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$303,057 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOUGLAS SESERMAN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $541,036 | $0 | $0 | $0 | $36,979 | $0 | $136,300 | $0 | $58,160 | $0 | $772,475 | $0 | $0 | $0 |
| KEREN WARANCH | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $253,206 | $0 | $10,000 | $0 | $180 | $0 | $14,950 | $0 | $45,754 | $0 | $324,090 | $0 | $0 | $0 |
| ARI STEINBERG | ||||||||||||||
| PHILANTHROPIC RELATIONSHIP OFFICER | $271,971 | $0 | $5,000 | $0 | $9,772 | $0 | $15,813 | $0 | $4,155 | $0 | $306,711 | $0 | $0 | $0 |
| ANDREW HOFFER | ||||||||||||||
| PHILANTHROPIC RELATIONSHIP OFFICER | $214,982 | $0 | $3,600 | $0 | $762 | $0 | $12,254 | $0 | $46,126 | $0 | $277,724 | $0 | $0 | $0 |
| TIMOTHY GREENE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $217,288 | $0 | $10,000 | $0 | $267 | $0 | $12,686 | $0 | $17,676 | $0 | $257,917 | $0 | $0 | $0 |
| NNEKA MCPHEE CHIEF OF STAFF | ||||||||||||||
| & STRATEGIC INITIATIVES | $194,614 | $0 | $20,000 | $0 | $114 | $0 | $10,063 | $0 | $29,426 | $0 | $254,217 | $0 | $0 | $0 |
| CLAIRE WINICK | ||||||||||||||
| PHILANTHROPIC RELATIONSHIP OFFICER | $186,373 | $0 | $3,600 | $0 | $951 | $0 | $10,893 | $0 | $23,358 | $0 | $225,175 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PER THE CEO'S EMPLOYMENT AGREEMENT, HE IS ENTITLED TO A MONTHLY HOUSING ALLOWANCE. THE AMOUNT PAID DURING THE YEAR IS INCLUDED IN COLUMN B(III) AND REPORTED ON HIS W-2. |
| PART I, LINE 4B | THE FOLLOWING EMPLOYEE PARTICIPATED IN A NON-QUALIFIED SUPPLEMENTAL EMPLOYEE RETIREMENT PLAN (SERP), WHICH WAS ESTABLISHED UNDER SECTION 457(F) OF THE IRC.: DOUGLAS SESERMAN - CEO THE ORGANIZATION ESTABLISHED THE SERP FOR THE CEO, EFFECTIVE JULY 2022. THE ARRANGEMENT IS A FIVE YEAR ARRANGMENT THAT INCLUDES A SUBSTIANIAL RISK OF FORFEITURE BASED ON THE TERMS OF THE AGREEMENT. NO AMOUNTS ATTRIBUTABLE TO THE DEFERRED COMPENSATION PLAN, FOR THE CALENDAR YEAR ENDED 12/31/2023 PERIOD, WERE PAID TO THE CEO. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 44 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,083,711 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER OF CONTRIBUTIONS SHOWN ABOVE REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS OF NON-CASH GIFTS DURING THE YEAR. |
| PART I, LINE 32B: | 1. CHARLES SCHWAB FOR STOCK CONTRIBUTIONS |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, ITEM C | DBA: A4BGU |
| FORM 990, PART VI, SECTION A, LINE 2 | 1. TARA KELLEHER AND ROY ZUCKERBERG HAVE A FAMILY RELATIONSHIP. 2. LISA DOUGLASS AND TONI YOUNG HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD'S AUDIT COMMITTEE REVIEWS THE DOCUMENT IN ITS ENTIRETY, AND THE 990 IS NOT FILED UNTIL THE AUDIT COMMITTEE IS SATISFIED THAT IT IS IN ORDER. AFTER THE AUDIT COMMITTEE REVIEWS THE DRAFT 990, IT IS POSTED TO THE BOARD OF DIRECTOR'S SECTION OF THE A4BGU WEBSITE IN ADVANCE OF THE FILINGS. |
| FORM 990, PART VI, SECTION B, LINE 12C | 1. PRIOR TO THE BOARD'S ANNUAL MEETING, CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE DISTRIBUTED TO BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES USING AN ELECTRONIC DOCUMENT SIGNATURE PLATFORM. 2. PROFESSIONAL STAFF FOLLOW UP WITH ANY INDIVIDUAL WHO HAS NOT COMPLETED A DISCLOSURE FORM. 3. KEY EMPLOYEES ARE AWARE AND SUBJECT TO CONFLICT OF INTEREST POLICY AND PROCEDURES PER A4BGU'S CONFLICT OF INTEREST POLICY. 4. THE ANNUAL DISCLOSURE STATEMENTS ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND GENERAL COUNSEL. IN THE EVENT THAT A SUBSTANTIAL CONFLICT IS DISCLOSED, IT IS PRESENTED TO THE CONFLICT OVERSIGHT COMMITTEE, AS SET FORTH IN THE POLICY. ANY INDIVIDUAL WHO HAS A POTENTIAL CONFLICT UNDER CONSIDERATION BY THE CONFLICT OVERSIGHT COMMITTEE MAY MAKE A PRESENTATION TO THE CONFLICT OVERSIGHT COMMITTEE UPON THE CONFLICT OVERSIGHT COMMITTEE'S REQUEST. HOWEVER, THEY SHALL NOT BE PRESENT FOR THE DELIBERATION OR VOTING ON THE MATTER, AND MAY NOT ATTEMPT TO IMPROPERLY INFLUENCE THE DELIBERATION OR VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | AS REQUIRED PER ITS BY-LAWS, A4BGU HAS A COMPENSATION COMMITTEE THAT MAKES COMPENSATION RECOMMENDATIONS FOR THE CHIEF EXECUTIVE OFFICER. THE COMMITTEE BASES ITS RECOMMENDATION ON PERFORMANCE IN DETERMINING COMPENSATION AND SUPPLEMENTAL BENEFITS AND PERQUISITES, UTILIZING RELEVANT MARKET COMPETITIVE DATA. THE RECOMMENDATIONS ARE APPROVED BY THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | A4BGU MAKES ITS AUDITED FINANCIAL STATEMENTS AND KEY GOVERNANCE DOCUMENTS AND POLICIES AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). A4BGU POSTS A COPY OF THE 990 AND ITS AUDITED FINANCIAL STATEMENTS TO ITS WEBSITE. |
| FORM 990, PART VII: | THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN PART VII, COLUMN F, AND NOT APPLYING THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -669,766. LOSS ON CONTRIBUTIONS RECEIVABLE -771,510. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUS GIFT FILM LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 AVENUE OF AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237270753 | EIN |
| Primary Activities | DOCUMENTARY | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $1,025 | TotalIncomeAmt |
| End Of Year Assets | -$32,877 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A4BGU | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (6) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A4BGU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |