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AMERICAN FRIENDS OF BAR-ILAN UNIVERSITY INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
AMERICAN FRIENDS OF BAR-ILAN UNIVERSITY INC (EIN 46-4198975)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-08-14
IRS object ID
202022279349301007
Schema version
2018v3.3
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

FieldValueIRS element (for citing)
Return2020-08-14T08:42:26-05:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 THIRD AVENUE 3RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172013ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464198975EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN Friends OF BAR-ILANBusinessNameLine1Txt
Business Name Line2UNIVERSITY INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% DANIEL ENGELInCareOfNm
Business Name ControlAMERBusinessNameControlTxt
Phone2129063900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1160 East 56th StreetAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN SOLOMONPersonNm
Person TitlecooPersonTitleTxt
Phone6315771867PhoneNum
Signature2020-08-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott ThompsettPreparerPersonNm
PTINP00741490PTIN
Phone2125990100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.119.144.65IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id26377520202275000002FederalOriginalSubmissionId
Federal Original Submission Id2020-08-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7D14034AF515942D2ABE7F7E27EA16D2649DB046AtSubmissionCreationDeviceId
At Submission Filing Device IdA87539D75D44546F9E81755E19BD8DC508F41D5EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNINA HANANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1160 East 56th StreetAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$17,659,344GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.AFBIU.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2012FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionThe American Friends of Bar-Ilan's primary exempt mission is to fundraise and develop philanthropic donors within the U.S. to support Bar-ilan University in Israel.ActivityOrMissionDesc
Voting Members Governing Body42VotingMembersGoverningBodyCnt
Voting Members Independent42VotingMembersIndependentCnt
Total Employee19TotalEmployeeCnt
Total Volunteers42TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$10,245,090PYContributionsGrantsAmt
CY Contributions Grants$8,699,311CYContributionsGrantsAmt
PY Program Service Revenue$4,700,000PYProgramServiceRevenueAmt
CY Program Service Revenue$4,700,000CYProgramServiceRevenueAmt
PY Investment Income$730,906PYInvestmentIncomeAmt
CY Investment Income$375,460CYInvestmentIncomeAmt
PY Other Revenue$4,373PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$15,680,369PYTotalRevenueAmt
CY Total Revenue$13,774,771CYTotalRevenueAmt
PY Grants And Similar Paid$11,221,108PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$12,295,080CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,086,202PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,826,806CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,419,242CYTotalFundraisingExpenseAmt
PY Other Expenses$1,657,186PYOtherExpensesAmt
CY Other Expenses$1,439,324CYOtherExpensesAmt
PY Total Expenses$15,964,496PYTotalExpensesAmt
CY Total Expenses$16,561,210CYTotalExpensesAmt
PY Revenues Less Expenses-$284,127PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,786,439CYRevenuesLessExpensesAmt
Total Assets BOY$42,252,793TotalAssetsBOYAmt
Total Assets EOY$39,519,048TotalAssetsEOYAmt
Total Liabilities BOY$3,567,288TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,097,291TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$38,685,505NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$35,421,757NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE AMERICAN FRIENDS OF BAR-ILAN'S PRIMARY EXEMPT MISSION IS TO FUNDRAISE AND DEVELOP PHILANTHROPIC DONORS WITHIN THE U.S. TO SUPPORT BAR-ILAN UNIVERSITY IN ISRAEL.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$12,295,080ExpenseAmt
Grant$12,295,080GrantAmt
Revenue$4,700,000RevenueAmt
DescTHE AMERICAN FRIENDS OF BAR-ILAN UNIVERSITY (AFBIU) DEVELOPS PHILANTHROPIC SUPPORT FOR BAR-ILAN UNIVERSITY (BIU) IN ISRAEL. AFBIU SEEKS CONTRIBUTIONS AT ALL LEVELS OF GIVING FROM INDIVIDUALS, FAMILIES, FOUNDATIONS AND BUSINESSES WHO EMBRACE THE UNIVERSITY'S MISSION-UNIQUE AMONG ISRAELI UNIVERSITIES-TO PROVIDE STUDENTS WITH Top-LEVEL EDUCATIONAL EXPERIENCES IN AN ACADEMIC ENVIRONMENT INFUSED WITH JEWISH VALUES AND A LOVE OF THE STATE OF ISRAEL. HISTORICALLY, THE AMERICAN FRIENDS OF BAR-ILAN HAS OPERATED AS A FUNDRAISING DIVISION WITHIN BAR-ILAN UNIVERSITY, SERVING TO BROADEN THE UNIVERSITY'S DONOR BASE IN THE UNITED STATES AND CULTIVATE A SUSTAINED STREAM OF FUNDING. Over 60 years ago, American donors envisioned this University, and stepped forward to make it a reality. Since then, AFBIU HAS BEEN A VITAL PARTNER IN SUPPORT OF THE UNIVERSITY'S MISSION TO CREATE a world class University with strength in STEM, law, education and the humanities, that, unique to the Universitys values, requires A CORE CURRICULUM THAT PROVIDES A DIVERSE GROUP OF STUDENTS WITH A COMMON BASIC UNDERSTANDING OF THEIR JEWISH HERITAGE, HISTORY AND CULTURE, AS WELL AS OF THE ZIONIST VALUES WHICH UNDERPIN THE STATE OF ISRAEL. TODAY, AFBIU HAS DEVELOPED ITS OWN IDENTITY SEPARATE FROM ITS PARENT ORGANIZATION, BIU. AFBIU HAS OBTAINED ITS OWN SECTION 501(C)(3) TAX EXEMPTION FROM THE INTERNAL REVENUE SERVICE AND IS OPERATING INDEPENDENTLY FROM BIU. AFBIU REPRESENTS THE UNIVERSITY'S INTERESTS IN THE UNITED STATES; OUR FUNDING OF ACADEMIC PROJECTS, FACILITIES, RETURNING SCIENTISTS AND SCHOLARSHIPS THROUGH ANNUAL CONTRIBUTIONS AND PLANNED GIFTS ARE LAYING A FOUNDATION OF SUPPORT THAT WILL SUSTAIN THE UNIVERSITY FOR GENERATIONS TO COME.Desc
Total Program Service Expenses$12,295,080TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document19IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee19EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members42GoverningBodyVotingMembersCnt
Independent Voting Member42IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDANIEL ENGELPersonNm
Phone2129063900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1160 EAST 56TH STREETAddressLine1Txt
Citynew yorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Alan Zekelman
Chairman3.01.0Yes (X)Yes (X)$0$0$0
Ronnie Stern
President3.01.0Yes (X)Yes (X)$0$0$0
S Daniel Abraham
honorary Chairman of Board1.01.0Yes (X)$0$0$0
Gail Propp
Vice President/Secretary2.01.0Yes (X)Yes (X)$0$0$0
Steven P Rosenberg
Vice President/Treasurer1.01.0Yes (X)Yes (X)$0$0$0
Peter Rzepka
honorary President1.01.0Yes (X)$0$0$0
Michael G Jesselson
honorary Pres./Assoc Treasurer2.04.0Yes (X)Yes (X)$0$0$0
Jane Stern Lebell
honorary President1.02.0Yes (X)Yes (X)$0$0$0
Mordecai D Katz
Vice President1.01.0Yes (X)$0$0$0
Jack M Nagel
Vice President (thru 10/13/18)1.01.0Yes (X)Yes (X)$0$0$0
Drew Parker
Vice President1.00.0Yes (X)Yes (X)$0$0$0
Harris Bak
Director1.00.0Yes (X)$0$0$0
Jonathan L Blinken
Director1.00.0Yes (X)$0$0$0
Jack D Burstein
Director1.00.0Yes (X)$0$0$0
Nissim Dahan
Director1.01.0Yes (X)$0$0$0
Daniel Gildin
Director2.00.0Yes (X)$0$0$0
Eleazer Hirmes
Director1.01.0Yes (X)$0$0$0
Laurie M Hirsch
Director1.00.0Yes (X)$0$0$0
Stephen Hoffman
Director1.00.0Yes (X)$0$0$0
Daniel Krasner
Director1.00.0Yes (X)$0$0$0
Frank Lee
Director1.00.0Yes (X)$0$0$0
Michael Maling
Director1.00.0Yes (X)$0$0$0
Fred Ohebshalom
Director1.00.0Yes (X)$0$0$0
Ira L Rennert
Director1.01.0Yes (X)$0$0$0
David Sable
Director1.00.0Yes (X)$0$0$0
Lawrence M Schantz
Director1.00.0Yes (X)$0$0$0
Jay L Schottenstein
Director1.01.0Yes (X)$0$0$0
Moshael J Straus
Director1.01.0Yes (X)$0$0$0
Ronald S Tauber
Director1.00.0Yes (X)$0$0$0
Mitchell Wohlberg
Director1.01.0Yes (X)$0$0$0
Robert Nusbaum
Director1.00.0Yes (X)$0$0$0
Abby Doft
Director1.00.0Yes (X)$0$0$0
Bernice Schwartz
Director1.00.0Yes (X)$0$0$0
Matthew J Maryles
Director1.01.0Yes (X)$0$0$0
Susanne Czuker
Director (As of 1/1/2019)1.01.0Yes (X)$0$0$0
Ambassador Dore Gold
Director (As of 1/1/2019)1.00.0Yes (X)$0$0$0
Eric Gomberg
Director (As of 1/1/2019)1.00.0Yes (X)$0$0$0
Hadassah Lieberman
Director (As of 1/1/2019)1.00.0Yes (X)$0$0$0
Senator Joseph I Lieberman
Director (As of 1/1/2019)1.00.0Yes (X)$0$0$0
Naomi Hass-Perlman
Director (As of 1/1/2019)1.00.0Yes (X)$0$0$0
Ingeborg Rennert
Director (As of 1/1/2019)1.00.0Yes (X)$0$0$0
Nina Rosenwald
Director (As of 1/1/2019)1.00.0Yes (X)$0$0$0
Marion Waxman
Director (As of 1/1/2019)1.00.0Yes (X)$0$0$0
Susan Solomon
Chief Operating officer40.00.0Yes (X)$228,278$0$33,142
Ronald Solomon
EXECUTIVE VICE PRESIDENT40.00.0Yes (X)$405,285$0$59,736
karen Paul-ReuVen
Director- West Coast Region40.00.0$194,929$0$52,658Yes (X)
Ari Steinberg
Director - Mid-West Region40.00.0$191,018$0$48,291Yes (X)
Daniel B Engel
Controller40.00.0$152,040$0$41,650Yes (X)
Samuel Z Konig
Director - Northeast Region40.00.0$133,263$0$25,962Yes (X)
Robert Katz
Former SVP For Development0.00.0$188,101$0$10,819Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,492,914TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$272,258TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonGrant Thornton LLPPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1757 Third AvenueAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
ServicesAccountingServicesDesc
Compensation$125,320CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$8,699,311AllOtherContributionsAmt
Noncash Contributions$2,343,939NoncashContributionsAmt
Total Contributions$8,699,311TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFUNDRAISING FEESDesc
Business900099BusinessCd
Total Revenue Column$4,700,000TotalRevenueColumnAmt
Related Or Exempt Func Income$4,700,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$4,700,000TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$453,356TotalRevenueColumnAmt
Exclusion$453,356ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,806,677SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,884,573SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$77,896SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$77,896TotalRevenueColumnAmt
Exclusion-$77,896ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,774,771TotalRevenueColumnAmt
Related Or Exempt Func Income$4,700,000RelatedOrExemptFuncIncomeAmt
Exclusion$375,460ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$12,295,080TotalAmt
Program Services$12,295,080ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$559,687TotalAmt
Management And General$69,545ManagementAndGeneralAmt
Fundraising$490,142FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,589,581TotalAmt
Management And General$216,282ManagementAndGeneralAmt
Fundraising$1,373,299FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$154,664TotalAmt
Management And General$20,150ManagementAndGeneralAmt
Fundraising$134,514FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$387,553TotalAmt
Management And General$67,027ManagementAndGeneralAmt
Fundraising$320,526FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$135,321TotalAmt
Management And General$19,088ManagementAndGeneralAmt
Fundraising$116,233FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$72,000TotalAmt
Management And General$36,000ManagementAndGeneralAmt
Fundraising$36,000FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$10,473TotalAmt
Management And General$1,297ManagementAndGeneralAmt
Fundraising$9,176FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$128,188TotalAmt
Management And General$128,188ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$79,881TotalAmt
Management And General$79,881ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$132,182TotalAmt
Management And General$1,404ManagementAndGeneralAmt
Fundraising$130,778FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$155,323TotalAmt
Fundraising$155,323FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$176,272TotalAmt
Management And General$46,919ManagementAndGeneralAmt
Fundraising$129,353FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$329,719TotalAmt
Management And General$91,424ManagementAndGeneralAmt
Fundraising$238,295FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$95,850TotalAmt
Management And General$9,431ManagementAndGeneralAmt
Fundraising$86,419FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$63,411TotalAmt
Management And General$18,941ManagementAndGeneralAmt
Fundraising$44,470FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$6,039TotalAmt
Management And General$6,039ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$31,847TotalAmt
Management And General$30,095ManagementAndGeneralAmt
Fundraising$1,752FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MAIL CAMPAIGN$122,344$0$0$122,344
CONTRIBUTION PROMOTION$13,074$0$0$13,074
REGISTRATIONS & SUBSCRIPTION$8,526$0$777$7,749
MISCELLANEOUS$14,195$0$4,400$9,795

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,561,210TotalAmt
Program Services$12,295,080ProgramServicesAmt
Management And General$846,888ManagementAndGeneralAmt
Fundraising$3,419,242FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$547,097BOYAmt
EOY$948,129EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$8,146,113BOYAmt
EOY$6,784,907EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,771,986BOYAmt
EOY$9,024,916EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$133,832BOYAmt
EOY$119,656EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$154,607LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$141,057LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$17,039BOYAmt
EOY$13,550EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,723,057BOYAmt
EOY$9,064,678EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$11,320,502BOYAmt
EOY$11,061,385EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,593,167BOYAmt
EOY$2,501,827EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$42,252,793BOYAmt
EOY$39,519,048EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$494,097BOYAmt
EOY$393,950EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,091,466BOYAmt
EOY$1,602,920EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,981,725BOYAmt
EOY$2,100,421EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,567,288BOYAmt
EOY$4,097,291EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,271,030BOYAmt
EOY$7,407,915EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$20,872,459BOYAmt
EOY$17,239,059EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,542,016BOYAmt
EOY$10,774,783EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$38,685,505BOYAmt
EOY$35,421,757EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$42,252,793BOYAmt
EOY$39,519,048EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$2,786,439ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$289,191NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$188,118OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,389,217CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,383,841CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,320,084CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,245,090CurrentTaxYearMinus1YearAmt
Current Tax Year$8,699,311CurrentTaxYearAmt
Total$51,037,543TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,389,217CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,383,841CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,320,084CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,245,090CurrentTaxYearMinus1YearAmt
Current Tax Year$8,699,311CurrentTaxYearAmt
Total$51,037,543TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,080,037SubstantialContributorsTotAmt
Public Support Total170$44,957,506PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$487,579CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$522,006CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$287,619CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$344,143CurrentTaxYearMinus1YearAmt
Current Tax Year$453,356CurrentTaxYearAmt
Total$2,094,703TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$53,132,246TotalSupportAmt
Gross Receipts Rltd Activities$23,500,000GrossReceiptsRltdActivitiesAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,555,671BeginningYearBalanceAmt
Contributions$234,455ContributionsAmt
Investment Earnings Or Losses$36,235InvestmentEarningsOrLossesAmt
Grants Or Scholarships$375,583GrantsOrScholarshipsAmt
End Year Balance$12,450,778EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,014,736BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$925,421InvestmentEarningsOrLossesAmt
Grants Or Scholarships$384,486GrantsOrScholarshipsAmt
End Year Balance$12,555,671EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,834,230BeginningYearBalanceAmt
Contributions$163,197ContributionsAmt
Investment Earnings Or Losses$1,284,158InvestmentEarningsOrLossesAmt
Grants Or Scholarships$266,849GrantsOrScholarshipsAmt
End Year Balance$12,014,736EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,984,817BeginningYearBalanceAmt
Contributions$17,203ContributionsAmt
Investment Earnings Or Losses$661,601InvestmentEarningsOrLossesAmt
Grants Or Scholarships$829,391GrantsOrScholarshipsAmt
End Year Balance$10,834,230EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,228,769BeginningYearBalanceAmt
Contributions$377,787ContributionsAmt
Investment Earnings Or Losses-$58,491InvestmentEarningsOrLossesAmt
Grants Or Scholarships$563,248GrantsOrScholarshipsAmt
End Year Balance$10,984,817EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.86810PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.13190TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,480OtherCostOrOtherBasisAmt
Depreciation$21,034DepreciationAmt
Book Value$2,446BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$127,858OtherCostOrOtherBasisAmt
Depreciation$116,903DepreciationAmt
Book Value$10,955BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,269OtherCostOrOtherBasisAmt
Depreciation$3,120DepreciationAmt
Book Value$149BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$13,550TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmt
FUND OF FUNDS$3,754,018
HEDGE FUNDS$3,652,451
STATE OF ISRAEL$1,245,100
OTHER PRIVATE FUNDS$1,161,581
PRIVATE EQUITY$1,248,235
FieldValueIRS element (for citing)
Total Book Value Securities$11,061,385TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
BENEFICIAL INTERESTS IN TRUSTS$2,256,136
CASH VALUE OF LIFE INSURANCE$185,192
DUE FROM HARON DAHAN FUND$35,749
OTHER RECEIVABLES$24,750
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,501,827TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ANNUITIES PAYABLE$1,479,340
DEFERRED COMPENSATION$621,081
FieldValueIRS element (for citing)
Total Liability$2,100,421TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$13,199,059TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$289,191NetUnrealizedGainsInvstAmt
Other Revenue-$206,640OtherRevenueAmt
Revenue Not Reported-$495,831RevenueNotReportedAmt
Revenue Subtotal$13,694,890RevenueSubtotalAmt
Investment Expenses Not Incld$79,881InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$79,881RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$13,774,771TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$16,462,807TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$18,522OtherExpensesIncludedAmt
Expenses Not Reported-$18,522ExpensesNotReportedAmt
Expenses Subtotal$16,481,329ExpensesSubtotalAmt
Investment Expenses Not Incld2$79,881InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$79,881ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$16,561,210TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V: Endowment FundsThe American Friends of Bar-Ilans endowment was established to provide economic support for the educational initiatives of the Bar-Ilan University in Israel, Inc. Part X, Line 2: Fin 48 AFBIU follows guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This guidance provides that the tax effects from an uncertain tax position can only be recognized in the financial statements if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. AFBIU is exempt from federal income tax under IRC section 501(c)(3), though it is subject to tax on income unrelated to their exempt purpose, unless that income is otherwise excluded by the Code. AFBIU has processes presently in place to ensure the maintenance of their tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it was nexus; and to identify and evaluate other matters that may be considered tax positions. AFBIU determined that there are no material uncertain positions that require recognition or disclosure in the financial statements. Schedule D, Part XI and XII AFBIU does not receive standalone financial statements; its operations are consolidated with an affiliated organization, The Haron Dahan Fund. The Parts XI and XII reconciliation on Schedule D tie back to AFBIU's financial information within the audited financial statements and not to the consolidated numbers.
Schedule D, Part XI, Line 2dChanges in Value of Split-interest agreements $(206,640) Schedule D, Part XII, Line 2d Uncollectible Pledges $(18,522)

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Middle East and North AfricaGrantmaking$12,295,080
Central America and the CaribbeanInvestments$3,652,074
FieldValueIRS element (for citing)
Subtotal Spent$15,947,154SubtotalSpentAmt
Total Spent$15,947,154TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionMiddle East and North AfricaRegionTxt
Purpose Of GrantEducationPurposeOfGrantTxt
Cash Grant$12,295,080CashGrantAmt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Grant MonitoringFormAndLineReferenceDesc
ExplanationThe critical support of the American Friends of Bar-Ilan University (AFBIU) has made Bar-Ilan University (BIU) what it is today - a bastion of Jewish Studies and a world leader in Medicine, Cybersecurity, Science, Technology, Engineering and Mathematics. Established sixty years ago, AFBIU develops vital philanthropic support for BIU. The generosity of its donors transforms dreams into realities. It funds state-of-the-art facilities and academic projects. It helps attract preeminent faculty and it offers opportunities to support unparalleled academic advancements, while promoting an appreciation of Jewish heritage and the Jewish state. AFBIU undertakes the necessary due diligence to ensure that the funds it disburses to BIU are used in a matter that furthers the University's tax-exempt mission (as well as the initial donor's wishes). AFBIU enters into written agreements with BIU to document the reporting requirements for the gifted funds and to update AFBIU as to the progress of any programs being funded. In addition, the parties periodically commission third party reviews of the grant funding to ensure that the University is using the granted money for the intended exempt purposes. Schedule F, Part IV Foreign Forms The American Friends of Bar-Ilan University, Inc. invests in various alternative investments, both domestically and internationally. While AFBIU may own these investment vehicles, its ownership in (or transfers to) these investments may not rise to the thresholds required for filing Forms 926, 8865 or 5471. To the extent that AFBIU is required to file these Forms, they are submitted along with its Form 990-T, Business Income Tax Return.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmount
Robert Katz
Former SVP For Development$178,870$9,231$9,385$1,434$198,920
Susan Solomon
Chief Operating officer$228,278$18,540$14,602$261,420
Ronald Solomon
EXECUTIVE VICE PRESIDENT$305,285$24,750$34,986$465,021$100,000
karen Paul-ReuVen
Director- West Coast Region$194,929$18,077$34,581$247,587
Ari Steinberg
Director - Mid-West Region$191,018$13,843$34,448$239,309
Daniel B Engel
Controller$152,040$11,025$30,625$193,690
Samuel Z Konig
Director - Northeast Region$133,263$583$25,379$159,225

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$2,343,939NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceForm 990, Schedule M, Line 32AFormAndLineReferenceDesc
ExplanationTo the extent That AFBIU receives any non-cash donations (usually in the form of securities, bonds, etc), the organization may employ its investment advisor to convert the investments into cash by selling them.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
General StatementAmerican Friends of Bar-Ilan, Inc. (AFBIU) obtained its federal tax-exemption in September of 2014; this tax exemption is retroactive to the date of February 15, 2012. Prior to obtaining its own Section 501(c)(3) tax exemption, AFBIU was a division of Bar-Ilan University in Israel, Inc., a foreign university that does have a federal tax exemption under Section 501(c)(3) and files its own Form 990 with the Internal Revenue Service. AFBIU's financial information, governance activities and operations were previously reported on BIU's Form 990. Although AFBIU has obtained its separate tax-exempt status and compiles its own separate audited financial statements, the process of separating the assets of BIU and AFBIU has not been concluded prior to the conclusion of the AFBIU's tax year. All of the assets reported in AFBIU's financial statements are technically still owned by BIU; nevertheless, AFBIU's management has concluded that reporting its financial information within BIU's Form 990 does not provide a transparent representation of AFBIU's annual activities. Beginning with the 2014 Form 990, AFBIU is reporting its own financial information, governance activities and operations in its own standalone Form 990 to promote transparency and to provide potential donors with an accurate representation of its programmatic activities, goals and initiatives. Form 990, Part VI, Line 11b Form 990 was prepared by an independent accounting firm in conjunction with the AFBIU's financial department. A copy of the draft Form 990 was circulated to the full Board of Directors for discussion and comment. Each board member was provided ample opportunity to comment on the information contained in the 990 prior to its electronic filing with the internal revenue service.
Form 990, Part VI, Line 12cEach officer, director, trustee and key employee of the Organization is required to annually disclose any conflicts of interest that arise by virtue of their employment, board service, or position with the Organization. The Organization monitors compliance with its conflict of interest policy through an annual questionnaire/disclosure statement that is distributed to these individuals. Potential conflicts are investigated immediately.
Form 990, Part VI, Line 15aThe Organization undertakes a thorough process to ensure that the executive compensation it pays to its top management official and all of its officers and key employees is reasonable. The organization board has established a compensation committee of Independent persons that have no interest in the proposed compensation agreement. The compensation committee utilizes readily available information (like peer institution Form 990s) to ensure that the organization compensates its executives commensurate with the market.
Form 990, Part VI, Line 19The organization makes its form 990 available to the public by retaining a copy at its place of business. The Form 990 is likewise published on the internet at both www.AFBIU.org and www.guidestar.org. The organization's Financial Statements, governing documents, and conflict of interest policy are not ordinarily made available to the public, but, if requested, will be provided at management's discretion.
Form 990, Part XI, Line 9Changes in Value of Split-interest agreements (206,640) Uncollectible Pledges 18,522 Total (188,118)
Form 990, Part VI, Line 2Jane Stern Lebell & Ronnie Stern Have a Family Relationship. Drew Parker & Jack M. Nagel Have a Family Relationship. Michael G. Jesselson & Steven P. Rosenberg Have a Family Relationship. Ira Rennert & Ingeborg Rennert have a family relationship. Senator Joseph I. Lieberman & Hadassah Lieberman have a family relationship. Gail Propp & Eric Gomberg have a family relationship.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
haron Dahan Fund for Bar-ilan university
160 east 56th streetnew yorkNY10022263541989fundraisingNY501(c)(3)12NAfalse
Bar ilan University in Israel Inc
160 East 56th StreetNew YorkNY10022136192275Education501(c)(3)2nafalseIS
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Bar-Ilan University
B$12,295,080Cash
Bar-Ilan University
L$4,700,000Cash