AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC (EIN 13-1568923)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-05-21
- IRS object ID
- 201921419349300627
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-21T11:44:48-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131568923 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Friends of Hebrew University Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELISSA FISHMAN | InCareOfNm |
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2126078500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA Suite 25th f | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100041435 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH MCCOY | PersonNm |
| Person Title | Nat'l Exe. Director | PersonTitleTxt |
| Phone | 2126078500 | PhoneNum |
| Signature | 2019-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott Thompsett | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.220.136.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26377520191415000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-21 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7D14034AF515942D2ABE7F7E27EA16D2649DB046 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7D14034AF515942D2ABE7F7E27EA16D2649DB046 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BETH MCCOY-chief executive off | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 25TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100041435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $194,579,280 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AFHU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1931 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT the HEBREW UNIVERSITY OF Jerusalem, ISRAEL'S FOREMOST CENTER OF HIGHER education & RESEARCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 61 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 60 | VotingMembersIndependentCnt |
| Total Employee | 85 | TotalEmployeeCnt |
| Total Volunteers | 211 | TotalVolunteersCnt |
| Total Gross UBI | $11,442 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $47,180 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $47,972,620 | PYContributionsGrantsAmt |
| CY Contributions Grants | $45,114,274 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $266,483 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $398,920 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,714,490 | PYInvestmentIncomeAmt |
| CY Investment Income | $47,918,542 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$365,875 | PYOtherRevenueAmt |
| CY Other Revenue | -$579,799 | CYOtherRevenueAmt |
| PY Total Revenue | $71,587,718 | PYTotalRevenueAmt |
| CY Total Revenue | $92,851,937 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $46,192,803 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $48,688,321 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,958,864 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,496,257 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $187,362 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $176,888 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,917,167 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,584,848 | PYOtherExpensesAmt |
| CY Other Expenses | $4,964,322 | CYOtherExpensesAmt |
| PY Total Expenses | $60,923,877 | PYTotalExpensesAmt |
| CY Total Expenses | $63,325,788 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,663,841 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,526,149 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $676,277,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $714,211,971 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,276,141 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,162,149 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $637,001,632 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $671,049,822 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AMERICAN FRIENDS OF THE HEBREW UNIVERSITY (AFHU) IS A NATIONAL, NOT-FOR-PROFIT ORGANIZATION IN SUPPORT OF THE HEBREW UNIVERSITY OF JERUSALEM, ISRAEL'S FOREMOST CENTER OF HIGHER EDUCATION AND RESEARCH. FORGING A MEANINGFUL PARTNERSHIP BETWEEN AMERICAN JEWRY AND THE PEOPLE OF ISRAEL, AFHU HELPS TO ENSURE THE NATION'S WELL BEING BY NURTURING ISRAEL'S GREATEST ASSET: THE INTELLECTUAL STRENGTH OF ITS PEOPLE. AFHU'S CULTURAL AND EDUCATIONAL PROGRAMS ATTRACT PEOPLE FROM ALL WALKS OF LIFE, INCLUDING THE HEBREW UNIVERSITY AND ROTHBERG INTERNATIONAL SCHOOL ALUMNI, AMERICAN SCHOLARS AND SCIENTISTS, AND THE GENERAL U.S. PUBLIC. THESE PROGRAMS, AS WELL AS AFHU MISSIONS TO ISRAEL AND THE HEBREW UNIVERSITY, PROMOTE GREATER UNDERSTANDING OF THE UNIVERSITY'S CONTRIBUTIONS IN FIELDS RANGING FROM TECHNOLOGY, MEDICINE AND LAW TO AGRICULTURE, PUBLIC POLICY AND JEWISH STUDIES. FOUNDED BY THE AMERICAN PHILANTHROPIST, FELIX M. WARBURG IN 1925, AFHU HAS BEEN A CENTRAL FORCE IN HEBREW UNIVERSITY'S RISE TO INTER | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $51,361,607 | ExpenseAmt |
| Grant | $48,688,321 | GrantAmt |
| Revenue | $398,920 | RevenueAmt |
| Desc | THE AMERICAN FRIENDS OF THE HEBREW UNIVERSITY'S (AFHU) PRIMARY EXEMPT PURPOSE IS TO PROMOTE, ENCOURAGE, AID AND ADVANCE HIGHER AND SECONDARY EDUCATION, RESEARCH AND TRAINING IN ALL BRANCHES OF KNOWLEDGE IN ISRAEL AND ELSEWHERE, AND TO AID IN THE MAINTENANCE AND DEVELOPMENT OF THE HEBREW UNIVERSITY OF JERUSALEM IN THE STATE OF ISRAEL (THE "HEBREW UNIVERSITY"). GRANTS AWARDED TO HEBREW UNIVERSITY INCLUDE, BUT ARE NOT LIMITED TO, THOSE FOR SCHOLARSHIPS AND FELLOWSHIPS, RESEARCH, CAPITAL PROJECTS, FACULTY RECRUITMENT, AND EQUIPMENT. | Desc |
| Total Program Service Expenses | $51,361,607 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 80 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 85 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | IS | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 61 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 60 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELISSA FISHMAN | PersonNm |
| Phone | 2126078569 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK 25TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (73 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Marc O Mayer | |||||||||
| President of the board | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Daniel I Schlessinger | |||||||||
| Chair (thru 06/2018)/Director | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Joshua Olshin | |||||||||
| Treasurer | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Frances Katz | |||||||||
| vice chair | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Pamela N Emmerich | |||||||||
| Secretary | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Charles H Goodman | |||||||||
| Vice President (thru 05/2018) | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Kenneth L Stein Esq | |||||||||
| Vice President | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ronald M Zimmerman | |||||||||
| Vice President | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Michael Cypers | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| John H Bauman | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Diane Belfer | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Annette Blum | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James Blum | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Stanley M Bogen | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joyce Brandman | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| I Steven Edelson | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Alan P Fiske | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ruth Flinkman-Marandy | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Steve Frankel | |||||||||
| Director (from 5/2018) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael J Freed | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Julie Gal | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Genender | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Patricia L Glaser | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Steven Good | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard Goodman | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Brindell Gottlieb | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Arthur Gutterman | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Beno Michel | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Nancy Hamburger | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William H Isacoff | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Renae Jacobs-Anson | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael S Kurtz | |||||||||
| honorary chair/Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Helen Jacobs-Lepor | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Emma Joels | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Marvin Jubas | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Clive Kabatznik | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Brad S Karp | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Myron Kaufman | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ellen Klersfeld | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Kilberg | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Marla Lerner Tanenbaum | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Barry H Lippman | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Lobel | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Barbara A Mandel | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mindy Mann | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James E Matanky | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Annette Pakula | |||||||||
| Director (from 5/2018) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Leona Z Rosenberg | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard Rothschild | |||||||||
| Director (from 5/2018) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Steven C Rubinow | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Herbert L Sachs | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sam Sandler | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| George A Schieren | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sheryl Schwartz | |||||||||
| Director (from 5/2018) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lynne G Silbert | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David Bruce Smith | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Snyder | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ira Lee Sorkin | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Eric C Stein | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mary Ann Tuft | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Vidergauz | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard S Ziman | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Gordon | |||||||||
| Director (thru 06/2018) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Keith L sachs | |||||||||
| Director (thru 03/2018) | 1.0 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Jessica Zwaiman Lerner | |||||||||
| Director (thru XX/XXXX) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BETH MCCOY | |||||||||
| chief executive officer | 50.0 | 0.0 | Yes (X) | $578,877 | $0 | $55,621 | |||
| ELISSA FISHMAN | |||||||||
| CHIEF FINANCIAL OFFICER | 50.0 | 0.0 | Yes (X) | $272,114 | $0 | $23,950 | |||
| MONICA LOEBL | |||||||||
| NAT'L DIRECTOR OF DEVELOPMENT | 50.0 | 0.0 | $296,223 | $0 | $35,037 | Yes (X) | |||
| SUZANNE PONSOT | |||||||||
| EXECutive DIRECTOR - Northeast | 40.0 | 0.0 | $299,135 | $0 | $43,648 | Yes (X) | |||
| SHERI KAUFER | |||||||||
| executive dir.- Western region | 40.0 | 0.0 | $244,108 | $0 | $43,752 | Yes (X) | |||
| EILEEN HUME | |||||||||
| CHIEF MARKETING OFFICER | 40.0 | 0.0 | $230,322 | $0 | $51,983 | Yes (X) | |||
| DANIEL RUTBERG | |||||||||
| CHIEF OPERATIONS OFFICER | 40.0 | 0.0 | $227,626 | $0 | $41,941 | Yes (X) | |||
| GLENNYS HUHN | |||||||||
| CHIEF HUMAN RESOURCES OFFICER | 40.0 | 0.0 | $216,596 | $0 | $12,981 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,365,001 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $308,913 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Oberland Inc | |||||
| 254 Canal Street Suite 5000 | NEW YORK | NY | 10013 | Marketing & Advert. | $1,241,163 |
| Donor PointBKVDRUM | |||||
| 3390 Peachtree Road NE 10th Floor | ATLANTA | GA | 30326 | Digital Marketing | $335,868 |
| Grant Thornton LLP | |||||
| 757 Third Avenue 9th Floor | NEW YORK | NY | 10017 | Auditing & Tax | $229,858 |
| SECURITY CAPITAL RES AND MGMT | |||||
| CHASE TOWER 10 SOUTH DEARBON STREE | CHICAGO | IL | 60603 | INVST. MGMT. FEES | $198,135 |
| ONLINE COMPUTERS AND COMMUNICATIONS | |||||
| 110 SOUTH JEFFERSON ROAD SUITE 200 | WHIPPANY | NJ | 07981 | IT CONSULTING | $162,057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $601,283 | FundraisingAmt |
| Related Organizations | $346,000 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $44,166,991 | AllOtherContributionsAmt |
| Noncash Contributions | $1,896,075 | NoncashContributionsAmt |
| Total Contributions | $45,114,274 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRATION FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $398,920 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $398,920 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $398,920 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,009,908 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $11,442 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,998,466 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,264 | TotalRevenueColumnAmt |
| Exclusion | $92,264 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,770 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,770 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,770 | TotalRevenueColumnAmt |
| Exclusion | $33,770 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $136,649,000 | SecuritiesAmt |
| Other | -$7,874 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $100,732,493 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,916,507 | SecuritiesAmt |
| Other | -$7,874 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,908,634 | TotalRevenueColumnAmt |
| Exclusion | $35,908,634 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $289,017 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $601,283 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $994,850 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$705,833 | TotalRevenueColumnAmt |
| Exclusion | -$705,833 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,851,937 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $398,920 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $11,442 | UnrelatedBusinessRevenueAmt |
| Exclusion | $47,327,301 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,005 | TotalAmt |
| Program Services | $86,005 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,602,316 | TotalAmt |
| Program Services | $48,602,316 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,365,148 | TotalAmt |
| Program Services | $236,329 | ProgramServicesAmt |
| Management And General | $516,597 | ManagementAndGeneralAmt |
| Fundraising | $612,222 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,324,921 | TotalAmt |
| Program Services | $1,058,772 | ProgramServicesAmt |
| Management And General | $1,509,243 | ManagementAndGeneralAmt |
| Fundraising | $3,756,906 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,490 | TotalAmt |
| Program Services | $51,576 | ProgramServicesAmt |
| Management And General | $78,658 | ManagementAndGeneralAmt |
| Fundraising | $195,256 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $988,775 | TotalAmt |
| Program Services | $153,704 | ProgramServicesAmt |
| Management And General | $309,812 | ManagementAndGeneralAmt |
| Fundraising | $525,259 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,923 | TotalAmt |
| Program Services | $82,491 | ProgramServicesAmt |
| Management And General | $128,095 | ManagementAndGeneralAmt |
| Fundraising | $281,337 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,260 | TotalAmt |
| Program Services | $425 | ProgramServicesAmt |
| Management And General | $24,761 | ManagementAndGeneralAmt |
| Fundraising | $6,074 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,163 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $219,163 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,888 | TotalAmt |
| Fundraising | $176,888 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,575 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $310,575 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,259 | TotalAmt |
| Program Services | $59,177 | ProgramServicesAmt |
| Management And General | $113,955 | ManagementAndGeneralAmt |
| Fundraising | $204,127 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,849 | TotalAmt |
| Program Services | $76,438 | ProgramServicesAmt |
| Management And General | $448 | ManagementAndGeneralAmt |
| Fundraising | $599,963 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,059 | TotalAmt |
| Program Services | $53,057 | ProgramServicesAmt |
| Management And General | $144,821 | ManagementAndGeneralAmt |
| Fundraising | $125,181 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,039 | TotalAmt |
| Program Services | $630 | ProgramServicesAmt |
| Management And General | $239,050 | ManagementAndGeneralAmt |
| Fundraising | $3,359 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,756 | TotalAmt |
| Program Services | $138,275 | ProgramServicesAmt |
| Management And General | $262,284 | ManagementAndGeneralAmt |
| Fundraising | $463,197 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,882 | TotalAmt |
| Program Services | $61,496 | ProgramServicesAmt |
| Management And General | $53,649 | ManagementAndGeneralAmt |
| Fundraising | $178,737 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,587 | TotalAmt |
| Program Services | $35,380 | ProgramServicesAmt |
| Management And General | $44,633 | ManagementAndGeneralAmt |
| Fundraising | $80,574 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,623 | TotalAmt |
| Program Services | $10,428 | ProgramServicesAmt |
| Management And General | $23,571 | ManagementAndGeneralAmt |
| Fundraising | $39,624 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,399 | TotalAmt |
| Program Services | $16,228 | ProgramServicesAmt |
| Management And General | $25,882 | ManagementAndGeneralAmt |
| Fundraising | $53,289 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EVENTS | $551,183 | $551,183 | $0 | $0 |
| PRINTING AND LETTERSHOP | $356,344 | $79,978 | $3,008 | $273,358 |
| DIRECT MAIL | $326,713 | $0 | $0 | $326,713 |
| OTHER EXPENSES | $61,631 | $7,719 | $38,809 | $15,103 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,325,788 | TotalAmt |
| Program Services | $51,361,607 | ProgramServicesAmt |
| Management And General | $4,047,014 | ManagementAndGeneralAmt |
| Fundraising | $7,917,167 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,240,508 | BOYAmt |
| EOY | $3,636,877 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,058,813 | BOYAmt |
| EOY | $23,767,198 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,842,019 | BOYAmt |
| EOY | $21,914,046 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,014,713 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,081,468 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,000,269 | BOYAmt |
| EOY | $2,933,245 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,283,464 | BOYAmt |
| EOY | $522,417,643 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,155,039 | BOYAmt |
| EOY | $79,126,869 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,697,661 | BOYAmt |
| EOY | $60,416,093 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,277,773 | BOYAmt |
| EOY | $714,211,971 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,418,036 | BOYAmt |
| EOY | $2,162,021 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,253,299 | BOYAmt |
| EOY | $23,173,813 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,604,806 | BOYAmt |
| EOY | $17,826,315 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,276,141 | BOYAmt |
| EOY | $43,162,149 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,087,761 | BOYAmt |
| EOY | $8,994,286 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,649,654 | BOYAmt |
| EOY | $288,788,722 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,264,217 | BOYAmt |
| EOY | $373,266,814 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,001,632 | BOYAmt |
| EOY | $671,049,822 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,277,773 | BOYAmt |
| EOY | $714,211,971 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $29,526,149 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,416,738 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $105,303 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,889,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,166,347 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,487,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,972,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,114,274 | CurrentTaxYearAmt |
| Total | $210,630,042 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,889,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,166,347 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,487,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,972,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,114,274 | CurrentTaxYearAmt |
| Total | $210,630,042 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $38,681,615 | SubstantialContributorsTotAmt |
| Public Support Total170 | $171,948,427 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,735,176 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,179,623 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,964,032 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,476,186 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,124,500 | CurrentTaxYearAmt |
| Total | $58,479,517 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,761 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,297 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,442 | CurrentTaxYearAmt |
| Total | $19,500 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $238,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $350,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $230,980 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $295,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $289,017 | CurrentTaxYearAmt |
| Total | $1,404,047 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $270,533,106 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,538,902 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63559 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65252 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 2 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Grants | $22,000 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $301,613 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $578,293,415 | BeginningYearBalanceAmt |
| Contributions | $7,574,443 | ContributionsAmt |
| Investment Earnings Or Losses | $45,499,604 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,224,376 | OtherExpendituresAmt |
| End Year Balance | $609,143,086 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $520,684,239 | BeginningYearBalanceAmt |
| Contributions | $11,828,917 | ContributionsAmt |
| Investment Earnings Or Losses | $65,505,803 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,725,544 | OtherExpendituresAmt |
| End Year Balance | $578,293,415 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $479,000,447 | BeginningYearBalanceAmt |
| Contributions | $7,932,644 | ContributionsAmt |
| Investment Earnings Or Losses | $54,551,329 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,800,181 | OtherExpendituresAmt |
| End Year Balance | $520,684,239 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $511,810,897 | BeginningYearBalanceAmt |
| Contributions | $5,905,147 | ContributionsAmt |
| Investment Earnings Or Losses | -$17,146,534 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,732,668 | OtherExpendituresAmt |
| Administrative Expenses | $836,395 | AdministrativeExpensesAmt |
| End Year Balance | $479,000,447 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $475,284,266 | BeginningYearBalanceAmt |
| Contributions | $5,110,097 | ContributionsAmt |
| Investment Earnings Or Losses | $51,136,710 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,986,676 | OtherExpendituresAmt |
| Administrative Expenses | -$2,266,500 | AdministrativeExpensesAmt |
| End Year Balance | $511,810,897 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.88110 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11890 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,344,800 | InvestmentCostOrOtherBasisAmt |
| Book Value | $2,344,800 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $520,216 | InvestmentCostOrOtherBasisAmt |
| Book Value | $520,216 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,268,870 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,240,716 | DepreciationAmt |
| Book Value | $28,154 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $215,587 | OtherCostOrOtherBasisAmt |
| Depreciation | $178,645 | DepreciationAmt |
| Book Value | $36,942 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $315,240 | OtherCostOrOtherBasisAmt |
| Depreciation | $312,107 | DepreciationAmt |
| Book Value | $3,133 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,933,245 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| STATE OF ISRAEL BONDS | $2,538,605 | F |
| PRIVATE EQUITY | $7,555,368 | F |
| VENTURE CAPITAL | $6,006,192 | F |
| HEDGE FUNDS | $63,026,704 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $79,126,869 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| TRUST & SPLIT INT AGREEMENTS | $57,700,352 |
| INT RECEIVABLE & OTHER ASSETS | $2,296,480 |
| OTHER LONG-TERM ASSETS | $319,202 |
| DUE FROM AFHU CH. COMMON FUND | $100,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $60,416,093 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT INTEREST AGREEMENT | $17,085,821 |
| POST RETIREMENT BENEFIT OBLIGATION | $740,494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,826,315 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $97,370,316 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,416,738 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $105,303 | OtherRevenueAmt |
| Revenue Not Reported | $4,522,041 | RevenueNotReportedAmt |
| Revenue Subtotal | $92,848,275 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $310,575 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$306,913 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,662 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $92,851,937 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $63,322,126 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $306,913 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $306,913 | ExpensesNotReportedAmt |
| Expenses Subtotal | $63,015,213 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $310,575 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $310,575 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $63,325,788 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART I | AFHU IS PROVIDING ADDITIONAL DETAIL ON ITS DONOR ADVISED FUNDS SINCE THE IRS PROVIDED SCHEDULE DOES NOT ACCURATELY REFLECT THE TRANSACTIONS IN THE CURRENT YEAR (WHICH ARE REPORTED ON LINE 3). BEGINNING YEAR BALANCE $321,480 GIFTS TO OTHER CHARITABLE INSTITUTIONS ($10,000) GIFTS TO HU/AFHU ($12,000) -------------------------------------------------------- AGGREGATED GRANTS REPORTED ON PART I, LINE 3 ($22,000) UNREALIZED GAINS/(LOSS) ($16,783) INCOME AND DIVIDENDS $18,916 ------------------------------------------------------- TOTAL CHANGES ($19,866) END OF YEAR BALANCE $301,613 ENDOWMENTS FUNDS SCHEDULE D, PART V, LINE 4 THE AMERICAN FRIENDS OF HEBREW UNIVERSITY HOLDS AN ENDOWMENT FOR THE PURPOSE OF GENERATING INCOME THAT WILL ULTIMATELY BE USED TO SUPPORT THE HEBREW UNIVERSITY'S EDUCATIONAL MISSION. |
| INCOME TAXES | FORM 990, SCHEDULE D, PART X, LINE 2 THE ORGANIZATION 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 BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS ONLY 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 THE REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. |
| CONSOLIDATED FINANCIAL STATEMENTS | SCHEDULE D, PART XI & XII AMERICAN FRIENDS OF HEBREW UNIVERSITY RECEIVES CONSOLIDATED FINANCIAL STATEMENTS THAT INCLUDE THE ACTIVITIES OF A RELATED ORGANIZATION, AMERICAN FRIENDS OF HEBREW UNIVERSITY CHARITABLE COMMON FUND ("CCF"). CCF FILES ITS OWN STANDALONE FORM 990-PF AND, ACCORDINGLY, ITS ACTIVITIES ARE NOT INCLUDED IN THE SCHEDULE D RECONCILIATION. THE RECONCILIATIONS IN PART XI & XII RECONCILE BACK TO AFHU'S STANDALONE ACTIVITY IN THE AUDITED FINANCIAL STATEMENTS. |
| RECONCILIATION OF REVENUE | SCHEDULE D, PART XI LINE 2D, OTHER REVENUE ON BOOKS NOT ON RETURN: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT $ 530,303 CHANGE IN ASSETS OF TRUSTS AND OTHER SPLIT-INTEREST AGREEMENTS $(425,000) ---------- TOTAL LINE 2D $ 105,303 ---------- SCHEDULE D, PART XI, LINE 4B, OTHER REVENUE ON RETURN NOT ON BOOKS: FUNDRAISING EXPENSE - EVENTS $(705,833) REGISTRATION FEES RECLASSED FROM EVENTS $ 398,920 ---------- TOTAL LINE 4B $(306,913) ---------- |
| RECONCILIATION OF EXPENSES | SCHEDULE D, PART XII, LINE 2D, OTHER EXPENSES ON BOOKS NOT ON RETURN: FUNDRAISING EXPENSE - EVENTS $ 705,833 REGISTRATION FEES RECLASSED FROM EVENTS $(398,920) ---------- TOTAL LINE 2(D) $ 306,913 ---------- |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Middle East and North Africa | Grantmaking | $48,602,316 |
| Central America and the Caribbean | Investments | $47,650,019 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $96,252,335 | SubtotalSpentAmt |
| Total Spent | $96,252,335 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Middle East and North Africa | General | $48,508,207 | wire |
| Middle East and North Africa | GENERAL | $55,243 | check |
| Middle East and North Africa | Research | $38,867 | wire |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | ACTIVITIES OUTSIDE THE UNITED STATES | FormAndLineReferenceDesc |
| Explanation | FORM 990, SCHEDULE F, PART I, LINE 2 THE AMERICAN FRIENDS OF THE HEBREW UNIVERSITY EMPLOYS THE SERVICES OF A CPA FIRM TO VERIFY THAT GRANTS TO THE HEBREW UNIVERSITY ARE SPENT FOR THE PURPOSES FOR WHICH THE DONOR INTENDED. FORM 990, SCHEDULE F, PART IV THE AMERICAN FRIENDS OF HEBREW UNIVERSITY (AFHU) INVESTS DIRECTLY IN VARIOUS ALTERNATIVE INVESTMENTS THAT MAY BE ORGANIZED AS EITHER FOREIGN CORPORATIONS OR FOREIGN PARTNERSHIPS; IT, LIKEWISE, INVESTS IN DOMESTIC LIMITED PARTNERSHIPS THAT MAY, IN TURN, INVEST IN FOREIGN CORPORATIONS OR PARTNERSHIPS. NEVERTHELESS, AFHU'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR THE FILING OF FORMS 926, 5471, 8621, OR 8865. TO THE EXTENT THAT AFHU IS REQUIRED TO COMPLETE ONE (OR MORE) OF THESE FOREIGN FORMS, IT IS FILED WITH AFHU'S FORM 990-T FILING. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Neal P Myerberg | ||||||||
| 179 Shore Road | Old Greenwich | CT | 06870 | Planned Giving | false | $3,674,136 | $82,500 | $3,591,636 |
| Donor Point MarketingBKV | ||||||||
| 3390 PEACHTREE ROAD NE 10TH FLOOR | ATLANTA | GA | 30326 | Direct Mail Services | false | $335,770 | $49,000 | $286,770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $4,009,906 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $131,500 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $3,878,406 | 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 | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | 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 TOL Lunch | Event1Nm |
| Gross Receipts Event1 | $222,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $177,800 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $44,700 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $40,400 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $51,351 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $20,953 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $25,364 | OtherDirectExpensesEvent1Amt |
| Event2 | BOCA TOL DINNER | Event2Nm |
| Gross Receipts Event2 | $228,100 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $173,500 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $54,600 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $95,433 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $65,134 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $84,435 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 8 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $439,700 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $249,983 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $189,717 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $167,153 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $20,394 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $272,233 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $152,000 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $890,300 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $601,283 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $289,017 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $302,986 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $71,745 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $358,320 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $261,799 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $994,850 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$705,833 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BOSTON UNIVERSITY SCHOOL OF MEDICINE | |||||||
| 715 ALBANY STREET | BOSTON | MA | 02118 | 942539545 | 501(c)(3) | $35,470 | STUDENT EXCHANGE PROGRAM BETWEEN HADASSAH & BOSTON UNIVERSITY |
| Hadassah medical organization | |||||||
| 50 west 58th street | new york | NY | 10019 | 132563745 | 501(c)(3) | $26,286 | prosthesis |
| The Jewish Federation | |||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | 956111928 | 501(c)(3) | $10,000 | General purposes |
| American Technion Society | |||||||
| 55 E 59th St 14th Fl | New York | NY | 10022 | 130434195 | 501(c)(3) | $14,250 | Scholarship |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | GRANT MONITORING PROCEDURES | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, PART I, LINE 2 GRANTS MADE WITHIN THE UNITED STATES ARE LIMITED TO 501(C)(3) ORGANIZATIONS THAT ARE ACTIVE IN FULFILLING THE CHARITABLE PURPOSES OF THE AMERICAN FRIENDS OF HEBREW UNIVERSITY. SINCE GRANTS ARE ONLY MADE TO SELECT CHARITIES THAT UNDERTAKE PROGRAMMATIC ACTIVITIES SUPPORTING AFHU, NO ADDITIONAL MONITORING PROCEDURES ARE IN PLACE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BETH MCCOY | ||||||||||||||
| chief executive officer | $494,769 | $0 | $60,000 | $0 | $24,108 | $0 | $24,300 | $0 | $31,321 | $0 | $634,498 | $0 | $0 | $0 |
| ELISSA FISHMAN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $262,114 | $0 | $10,000 | $0 | $0 | $0 | $0 | $0 | $23,950 | $0 | $296,064 | $0 | $0 | $0 |
| MONICA LOEBL | ||||||||||||||
| NAT'L DIRECTOR OF DEVELOPMENT | $271,223 | $0 | $25,000 | $0 | $0 | $0 | $24,188 | $0 | $10,849 | $0 | $331,260 | $0 | $0 | $0 |
| SUZANNE PONSOT | ||||||||||||||
| EXECutive DIRECTOR - Northeast | $291,635 | $0 | $7,500 | $0 | $0 | $0 | $12,150 | $0 | $31,498 | $0 | $342,783 | $0 | $0 | $0 |
| SHERI KAUFER | ||||||||||||||
| executive dir.- Western region | $224,108 | $0 | $20,000 | $0 | $0 | $0 | $20,423 | $0 | $23,329 | $0 | $287,860 | $0 | $0 | $0 |
| EILEEN HUME | ||||||||||||||
| CHIEF MARKETING OFFICER | $215,322 | $0 | $15,000 | $0 | $0 | $0 | $9,116 | $0 | $42,867 | $0 | $282,305 | $0 | $0 | $0 |
| DANIEL RUTBERG | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $227,626 | $0 | $0 | $0 | $0 | $0 | $10,443 | $0 | $31,498 | $0 | $269,567 | $0 | $0 | $0 |
| GLENNYS HUHN | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $201,596 | $0 | $15,000 | $0 | $0 | $0 | $9,208 | $0 | $3,773 | $0 | $229,577 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE J, PART I, lINE 1 | FormAndLineReferenceDesc |
| Explanation | THE chief executive officer, BETH MCCOY, RECEIVED A TAX GROSS-UP IN CALENDAR YEAR 2017. THE AMOUNT IS INCLUDED ON HER FORM W-2 AND DISCLOSED ON THIS RETURN AS OTHER REPORTABLE COMPENSATION. form 990, schedule J, part I, Line 4(b) American Friends of Hebrew University ("AFHU") implemented a Section 457(f) plan in fiscal year 2018. Chief Executive Officer, Beth McCoy, participates in the Section 457(f) plan, but did not receive an employer contribution in calendar year 2017. AFHU made a contribution into Ms. McCoys Section 457(f) plan in calendar year 2018 which will be reported on next years Form 990. FORM 990, SCHEDULE J, PART I, LINE 7 SEVERAL INDIVIDUALS REPORTED ON THE ORGANIZATION'S FORM 990 IN PART VII AND SCHEDULE J RECEIVED BONUSES IN CALENDAR YEAR 2017. ALL BONUS/SALARY RECOMMENDATIONS FOR SENIOR STAFF MEMBERS ARE RECOMMENDED BY THE chief executive officer TO THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE IS COMPRISED OF THE PRESIDENT, TREASURER AND CHAIRMAN OF THE BOARD. THE COMPENSATION COMMITTEE REVIEWS MATERIALS PROVIDED BY THE chief executive officer AND MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE ABOVE-MENTIONED 3 BOARD MEMBERS AND AN ADDITIONAL 17 BOARD MEMBERS. THE EXECUTIVE COMMITTEE MAKES THE ULTIMATE DECISION ABOUT ALL SENIOR STAFF SALARY/BONUS INCREASES/ADJUSTMENTS. AS EVIDENCE OF THEIR DECISION AND APPROVAL, THE PRESIDENT OF THE BOARD SIGNS AND DATES AN EXCEL SPREADSHEET WITH THE FINAL APPROVED RECOMMENDATIONS, AND PROVIDES MINUTES OF THE MEETING. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Kurtz | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Board Member | RelationshipDescriptionTxt |
| Transaction | $35,235 | TransactionAmt |
| Transaction | Investment Management Fees | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART VI | FormAndLineReferenceDesc |
| Explanation | AFHU holds an investment in Betavisor, LLC, with an approximate FMV of $10,142,936, which is under the control of a family member of Board Member, Michael Kurtz. AFHU paid the firm $35,325 in investment management fees in the fiscal year ending September 30, 2018. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 37 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,890,575 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | cost or sale price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | state of Israel Bonds | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | cost or sale price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE M, LINE 32(A) | FormAndLineReferenceDesc |
| Explanation | TO THE EXTENT THAT AFHU RECEIVES NONCASH CONTRIBUTIONS OF MARKETABLE SECURITIES, THE ORGANIZATION'S INVESTMENT CUSTODIAN IS TASKED WITH DISPOSING OF THOSE SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FAMILY RELATIONSHIP DISCLOSURE | FORM 990, PART VI, SECTION A, LINE 2 KEN STEIN, VICE PRESIDENT AND ERIC STEIN, DIRECTOR HAVE A FAMILY RELATIONSHIP. Board of Directors member Herbert Sachs and Keith Sachs have a family relationship |
| 990 REVIEW PROCESS | FORM 990, PART VI, LINE 11 THE ORGANIZATION'S FORM 990 WAS PREPARED BY A NATIONAL ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE DEPARTMENT. IN APRIL OF 2018, THE ORGANIZATIONS OUTSIDE ACCOUNTING FIRM PRESENTED THE FORM 990 TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS TO ENABLE THEM TO FULFILL THEIR DUE DILIGENCE AND OVERSIGHT RESPONSIBILITIES. ONCE APPROVED FOR FILING BY THE AUDIT COMMITTEE, THE FORM 990 IS MADE AVAILABLE TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. |
| CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT | FORM 990, PART VI, LINE 12 EACH 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. THE PRESIDENT HAS THE AUTHORITY TO MONITOR THE CONFLICTS OF INTEREST QUESTIONNAIRES AND REPORT THE FINDINGS TO THE BOARD OF DIRECTORS. CONFLICTS, WHEN THEY ARISE, ARE INVESTIGATED IMMEDIATELY. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, LINE 15 ALL BONUS/SALARY RECOMMENDATIONS FOR THE chief executive officer ARE DETERMINED BY THE COMPENSATION COMMITTEE WHICH IS COMPRISED OF THE PRESIDENT, TREASURER AND CHAIRMAN OF THE BOARD. THE COMPENSATION COMMITTEE THEN MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE FOR APPROVAL. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE ABOVE-MENTIONED 3 BOARD MEMBERS AND AN ADDITIONAL 17 BOARD MEMBERS. THE FINAL APPROVAL RESTS WITH THE EXECUTIVE COMMITTEE. ALL BONUS/SALARY RECOMMENDATIONS FOR ALL OTHER OFFICERS AND KEY EMPLOYEES ARE MADE BY THE chief executive officer TO THE COMPENSATION COMMITTEE, WHO ULTIMATELY MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE. THE FINAL APPROVAL RESTS WITH THE EXECUTIVE COMMITTEE. |
| DISCLOSURE OF DOCUMENTS | FORM 990, PART VI, LINE 19 THE 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 WWW.GUIDESTAR.ORG AND ON THE ORGANIZATION'S WEBSITE, WWW.AFHU.ORG. THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE MADE AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| form 990, part Vii - board relationships | AFHU HOLDS MARKETABLE SECURITIES WITH AN APPROXIMATE VALUE OF $7,410,234 IN A NON-POOLED ENDOWMENT FUND WHICH IS UNDER THE CONTROL OF THE DONOR AND BOARD MEMBER STANLEY BOGEN. AFHU does not pay any investment management fees to Mr. Bogen's investment firm; accordingly this transaction does not need to be disclosed on Form 990, Schedule L. In the interests of full disclosure, AFHU is reporting this relationship on its Form 990. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 CHANGES IN VALUE OF SPLIT-INTEREST AGREEMENTS $ 530,303 CHANGES IN ASSETS OF TRUSTS AND OTHER SPLIT-INTEREST AGREEMENTS HELD BY OTHERS $(425,000) ----------- TOTAL $ 105,303 ----------- |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AFHU CHARITABLE COMMON FUND | |||||||||||||||
| one battery park plaza | new york | NY | 10004 | 133525587 | Donor Advised | NY | 501(c)(3) | private fdn | afhu | Yes (true) | |||||
| HEBREW UNIVERSITY OF JERUSALEM | |||||||||||||||
| 237285905 | EDUCATION | 501(c)(3) | school | NA | false | Mt Scopus Campus | JERUSALEM | IS | 91905 | IS | |||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| Charitable Remainder Annuity trust (6) | |||
| Investment | AFHU | 1.00000 | Yes (true) |
| Charitable Remainder Unitrust (13) | |||
| Investment | AFHU | 1.00000 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFHU CHARITABLE COMMON FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $346,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |