STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC (EIN 13-1568923)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-05-09
IRS object ID
201841299349302204
Schema version
2016v3.1
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)
Return2018-05-09T11:57:18-05:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

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 Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131568923EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1American Friends of Hebrew University IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ELISSA FISHMANInCareOfNm
Business Name ControlAMERBusinessNameControlTxt
Phone2126078500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZAAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100041435ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBETH MCCOYPersonNm
Person TitleNat'l Exe. DirectorPersonTitleTxt
Phone2126078500PhoneNum
Signature2018-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott ThompsettPreparerPersonNm
PTINP00741490PTIN
Phone2125990100PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBeth Asnien McCoy - Exec DirPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZA 25TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100041435ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$175,190,529GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AFHU.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1931FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO SUPPORT the HEBREW UNIVERSITY OF Jerusalem, ISRAEL'S FOREMOST CENTER OF HIGHER education & RESEARCH.ActivityOrMissionDesc
Voting Members Governing Body61VotingMembersGoverningBodyCnt
Voting Members Independent61VotingMembersIndependentCnt
Total Employee83TotalEmployeeCnt
Total Volunteers146TotalVolunteersCnt
Total Gross UBI-$214TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$6,074NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$44,487,791PYContributionsGrantsAmt
CY Contributions Grants$47,972,620CYContributionsGrantsAmt
PY Program Service Revenue$302,562PYProgramServiceRevenueAmt
CY Program Service Revenue$266,483CYProgramServiceRevenueAmt
PY Investment Income$17,784,920PYInvestmentIncomeAmt
CY Investment Income$23,714,490CYInvestmentIncomeAmt
PY Other Revenue-$445,974PYOtherRevenueAmt
CY Other Revenue-$365,875CYOtherRevenueAmt
PY Total Revenue$62,129,299PYTotalRevenueAmt
CY Total Revenue$71,587,718CYTotalRevenueAmt
PY Grants And Similar Paid$48,602,726PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$46,192,803CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,568,003PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,958,864CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$186,500PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$187,362CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,594,046CYTotalFundraisingExpenseAmt
PY Other Expenses$4,790,035PYOtherExpensesAmt
CY Other Expenses$5,584,848CYOtherExpensesAmt
PY Total Expenses$62,147,264PYTotalExpensesAmt
CY Total Expenses$60,923,877CYTotalExpensesAmt
PY Revenues Less Expenses-$17,965PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$10,663,841CYRevenuesLessExpensesAmt
Total Assets BOY$613,108,939TotalAssetsBOYAmt
Total Assets EOY$676,277,773TotalAssetsEOYAmt
Total Liabilities BOY$39,151,303TotalLiabilitiesBOYAmt
Total Liabilities EOY$39,276,141TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$573,957,636NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$637,001,632NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAMERICAN 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 INTERMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$48,955,996ExpenseAmt
Grant$46,192,803GrantAmt
Revenue$266,483RevenueAmt
DescTHE 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$48,955,996TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
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 FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
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 EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document76IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee83EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryISForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members61GoverningBodyVotingMembersCnt
Independent Voting Member61IndependentVotingMemberCnt
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 FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonELISSA FISHMANPersonNm
Phone2126078569PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK 25TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (78 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Daniel I Schlessinger
Board Chair (from 05/2017)10.00.0Yes (X)Yes (X)$0$0$0
Ernest Bogen
Vice President (thru 5/2017)1.00.0Yes (X)Yes (X)$0$0$0
Rita Bogen
Vice President (thru 5/2017)1.00.0Yes (X)Yes (X)$0$0$0
Charles H Goodman
vice president1.00.0Yes (X)Yes (X)$0$0$0
Kenneth L Stein Esq
vice president1.00.0Yes (X)Yes (X)$0$0$0
Ronald M Zimmerman
Vice president1.00.0Yes (X)Yes (X)$0$0$0
Michael S Kurtz
Board Chair (THRU 05/2017)5.00.0Yes (X)Yes (X)$0$0$0
Pamela N Emmerich
Secretary1.00.0Yes (X)Yes (X)$0$0$0
Joshua Olshin
Treasurer5.00.0Yes (X)Yes (X)$0$0$0
Frances Katz
Vice Chair/Assist. Treasurer1.00.0Yes (X)Yes (X)$0$0$0
Renae Jacobs-Anson
Director1.00.0Yes (X)$0$0$0
John H Bauman
Director1.00.0Yes (X)$0$0$0
Diane Belfer
Director1.00.0Yes (X)$0$0$0
James Blum
Director1.00.0Yes (X)$0$0$0
Stanley M Bogen
Director1.00.5Yes (X)$0$0$0
Joyce Brandman
Director1.00.0Yes (X)$0$0$0
Scott Burg
Director (thru 5/2017)1.00.0Yes (X)$0$0$0
Michael Cypers
Director1.00.0Yes (X)$0$0$0
I STEVEN EDELSON
Director1.00.0Yes (X)$0$0$0
Alan P Fiske
Director1.00.0Yes (X)$0$0$0
Michael J Freed
Director1.00.0Yes (X)$0$0$0
Patricia L Glaser
Director1.00.0Yes (X)$0$0$0
Steven Good
Director1.00.0Yes (X)$0$0$0
Mark Gordon
Director1.00.0Yes (X)$0$0$0
Brindell Gottlieb
Director1.00.0Yes (X)$0$0$0
Arthur Gutterman
Director1.00.0Yes (X)$0$0$0
Nancy Hamburger
Director1.00.0Yes (X)$0$0$0
Dr William H Isacoff
Director1.00.0Yes (X)$0$0$0
Emma Joels
Director1.00.0Yes (X)$0$0$0
Marvin Jubas
Director1.00.0Yes (X)$0$0$0
Clive Kabatznik
Director1.00.0Yes (X)$0$0$0
BRAD S KARP
Director1.00.0Yes (X)$0$0$0
MYRON KAUFMAN
Director1.00.0Yes (X)$0$0$0
William Kilberg
Director1.00.0Yes (X)$0$0$0
Ellen Klersfeld
Director1.00.0Yes (X)$0$0$0
Harvey M Krueger
Director (thru 5/2017)1.00.0Yes (X)$0$0$0
Helen Jacobs-Lepor
Director1.00.0Yes (X)$0$0$0
Barry H Lippman
Director1.00.0Yes (X)$0$0$0
Michael Lobel
Director1.00.0Yes (X)$0$0$0
Barbara A Mandel
Director1.00.0Yes (X)$0$0$0
Mindy Mann
Director1.00.0Yes (X)$0$0$0
Ruth Flinkman-Marandy
Director1.00.0Yes (X)$0$0$0
James E Matanky
Director1.00.0Yes (X)$0$0$0
Marc O Mayer
President (from 05/2017)1.00.0Yes (X)Yes (X)$0$0$0
Beno Michel
Director1.00.0Yes (X)$0$0$0
LEONA Z ROSENBERG
Director1.00.0Yes (X)$0$0$0
Steven C Rubinow
Director1.00.0Yes (X)$0$0$0
Keith L sachs
Director1.00.5Yes (X)$0$0$0
Sam Sandler
Director1.00.0Yes (X)$0$0$0
George A Schieren
Director1.00.0Yes (X)$0$0$0
Lynne G Silbert
Director1.00.0Yes (X)$0$0$0
JOHN SIFFERT
Director (thru 5/2017)1.00.0Yes (X)$0$0$0
David Bruce Smith
Director1.00.0Yes (X)$0$0$0
Ira Lee Sorkin
Director1.00.5Yes (X)$0$0$0
Eric C Stein
Director1.00.0Yes (X)$0$0$0
Marla Lerner Tanenbaum
Director1.00.0Yes (X)$0$0$0
Mary Ann Tuft
Director1.00.0Yes (X)$0$0$0
Mark Vidergauz
Director1.00.0Yes (X)$0$0$0
Richard S Ziman
VICE CHAIR1.00.0Yes (X)Yes (X)$0$0$0
Annette Blum
Director1.00.0Yes (X)$0$0$0
Julie Gal
DIRECTOR1.00.0Yes (X)$0$0$0
Mark Genender
DIRECTOR1.00.0Yes (X)$0$0$0
Richard Goodman
DIRECTOR1.00.0Yes (X)$0$0$0
Jessica Zwaiman Lerner
DIRECTOR1.00.0Yes (X)$0$0$0
Herbert L Sachs
DIRECTOR1.00.0Yes (X)$0$0$0
Robert Snyder
DIRECTOR1.00.0Yes (X)$0$0$0
LAWRENCE ZWEIFACH
director (thru 5/2017)1.00.0Yes (X)$0$0$0
MITCHELL L SHADOWITZ
DIRECTOR (THRU 5/2017)1.00.0Yes (X)$0$0$0
BETH MCCOY
NATIONAL executive Director50.00.5Yes (X)$549,954$0$56,554
ELISSA FISHMAN
CFO (AS OF 01/2017)50.00.0Yes (X)$0$0$0
Peggy Porta
Interim CFO (Thru 01/2017)50.00.0Yes (X)$50,875$0$0
MONICA LOEBL
Nat'l Director of Development50.00.0$262,978$0$33,632Yes (X)
SHERI KAUFER
ASSOC. EXE. DIR. WEST REGION40.00.0$225,204$0$41,833Yes (X)
SUZANNE PONSOT
Executive Director NY Region40.00.0$300,238$0$47,821Yes (X)
DANIEL RUTBERG
CHIEF OPERATING OFFICER40.00.0$224,706$0$46,018Yes (X)
JUDITH SHENKMAN
EXECUTIVE DIRECTOR MW REGION40.00.0$189,657$0$53,369Yes (X)
Eileen Hume
CHIEF MARKETING OFFICER40.00.0$182,290$0$32,635Yes (X)
JANE KAMPTON
FORMER CFO0.00.0$162,378$0$39,035Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,148,280TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$350,897TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K16IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Oberland Inc
254 Canal Street Suite 5000NEW YORKNY10013Marketing & Advert.$1,073,748
Donor PointBKVDRUM
3390 Peachtree Road NE 10th FloorATLANTAGA30326Digital Marketing$384,868
Grant Thornton LLP
757 Third Avenue 9th FloorNEW YORKNY10017Auditing & Tax$246,099
SECURITY CAPITAL RES AND MGMT
CHASE TOWER 10 SOUTH DEARBON STREECHICAGOIL60603INVST. MGMT. FEES$191,793
ONLINE COMPUTERS AND COMMUNICATIONS
110 SOUTH JEFFERSON ROAD SUITE 200WHIPPANYNJ07981INFO TECH CONSULTING$184,134
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K9CntrctRcvdGreaterThan100KCnt
Fundraising$744,600FundraisingAmt
Related Organizations$678,000RelatedOrganizationsAmt
Government Grants$26,372GovernmentGrantsAmt
All Other Contributions$46,523,648AllOtherContributionsAmt
Noncash Contributions$2,262,833NoncashContributionsAmt
Total Contributions$47,972,620TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescREGISTRATION FEESDesc
Business900099BusinessCd
Total Revenue Column$266,483TotalRevenueColumnAmt
Related Or Exempt Func Income$266,483RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$266,483TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,391,388TotalRevenueColumnAmt
Unrelated Business Revenue-$214UnrelatedBusinessRevenueAmt
Exclusion$11,391,602ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$50,975TotalRevenueColumnAmt
Exclusion$50,975ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$33,823RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$33,823RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,823TotalRevenueColumnAmt
Exclusion$33,823ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$115,180,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$102,856,898SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$12,323,102SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,323,102TotalRevenueColumnAmt
Exclusion$12,323,102ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$295,240FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$744,600ContriRptFundraisingEventAmt
Fundraising Direct Expenses$745,913FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$450,673TotalRevenueColumnAmt
Exclusion-$450,673ExclusionAmt
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$71,587,718TotalRevenueColumnAmt
Related Or Exempt Func Income$266,483RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$214UnrelatedBusinessRevenueAmt
Exclusion$23,348,829ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$84,315TotalAmt
Program Services$84,315ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$46,108,488TotalAmt
Program Services$46,108,488ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,169,505TotalAmt
Program Services$216,048ProgramServicesAmt
Management And General$390,643ManagementAndGeneralAmt
Fundraising$562,814FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$6,021,915TotalAmt
Program Services$962,631ProgramServicesAmt
Management And General$1,653,194ManagementAndGeneralAmt
Fundraising$3,406,090FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$278,469TotalAmt
Program Services$40,596ProgramServicesAmt
Management And General$90,600ManagementAndGeneralAmt
Fundraising$147,273FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$995,060TotalAmt
Program Services$149,042ProgramServicesAmt
Management And General$375,697ManagementAndGeneralAmt
Fundraising$470,321FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$493,915TotalAmt
Program Services$79,457ProgramServicesAmt
Management And General$145,511ManagementAndGeneralAmt
Fundraising$268,947FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$60,125TotalAmt
Management And General$60,125ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$61,034TotalAmt
Program Services$6,491ProgramServicesAmt
Management And General$32,302ManagementAndGeneralAmt
Fundraising$22,241FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$243,675TotalAmt
Management And General$243,675ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$187,362TotalAmt
Fundraising$187,362FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$270,714TotalAmt
Management And General$270,714ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$823,582TotalAmt
Program Services$58,017ProgramServicesAmt
Management And General$421,216ManagementAndGeneralAmt
Fundraising$344,349FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$914,997TotalAmt
Program Services$122,845ProgramServicesAmt
Management And General$79ManagementAndGeneralAmt
Fundraising$792,073FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$385,167TotalAmt
Program Services$50,111ProgramServicesAmt
Management And General$171,040ManagementAndGeneralAmt
Fundraising$164,016FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$103,788TotalAmt
Program Services$3,429ProgramServicesAmt
Management And General$83,736ManagementAndGeneralAmt
Fundraising$16,623FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$822,233TotalAmt
Program Services$130,400ProgramServicesAmt
Management And General$259,504ManagementAndGeneralAmt
Fundraising$432,329FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$209,337TotalAmt
Program Services$43,129ProgramServicesAmt
Management And General$21,091ManagementAndGeneralAmt
Fundraising$145,117FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$200,832TotalAmt
Program Services$45,017ProgramServicesAmt
Management And General$47,848ManagementAndGeneralAmt
Fundraising$107,967FundraisingAmt

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$74,578TotalAmt
Program Services$8,934ProgramServicesAmt
Management And General$32,123ManagementAndGeneralAmt
Fundraising$33,521FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$103,988TotalAmt
Program Services$16,266ProgramServicesAmt
Management And General$33,586ManagementAndGeneralAmt
Fundraising$54,136FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
EVENTS$795,119$795,119
DIRECT MAIL$338,011$338,011
PRINTING AND LETTERSHOP$136,441$30,712$84,572$21,157
MISCELLANEOUS$41,227$4,949$16,284$19,994

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$60,923,877TotalAmt
Program Services$48,955,996ProgramServicesAmt
Management And General$4,373,835ManagementAndGeneralAmt
Fundraising$7,594,046FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,443,424BOYAmt
EOY$3,240,508EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,117,989BOYAmt
EOY$6,058,813EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,010,917BOYAmt
EOY$19,842,019EOYAmt

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$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,352,153LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,351,884LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,073,087BOYAmt
EOY$3,000,269EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$480,233,292BOYAmt
EOY$520,283,464EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$42,028,793BOYAmt
EOY$66,155,039EOYAmt

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$52,201,437BOYAmt
EOY$57,697,661EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$613,108,939BOYAmt
EOY$676,277,773EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,350,205BOYAmt
EOY$1,418,036EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$24,621,752BOYAmt
EOY$23,253,299EOYAmt

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$13,179,346BOYAmt
EOY$14,604,806EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$39,151,303BOYAmt
EOY$39,276,141EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,008,402BOYAmt
EOY$9,087,761EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$218,346,159BOYAmt
EOY$265,649,654EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$350,603,075BOYAmt
EOY$362,264,217EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$573,957,636BOYAmt
EOY$637,001,632EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$613,108,939BOYAmt
EOY$676,277,773EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$10,663,841ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$49,145,370NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$3,234,785OtherChangesInNetAssetsAmt
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$28,860,295CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,889,010CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,166,347CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,487,791CurrentTaxYearMinus1YearAmt
Current Tax Year$47,972,620CurrentTaxYearAmt
Total$194,376,063TotalAmt

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$28,860,295CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,889,010CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,166,347CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,487,791CurrentTaxYearMinus1YearAmt
Current Tax Year$47,972,620CurrentTaxYearAmt
Total$194,376,063TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$28,425,278SubstantialContributorsTotAmt
Public Support Total170$165,950,785PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,977,819CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,735,176CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,179,623CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,964,032CurrentTaxYearMinus1YearAmt
Current Tax Year$11,476,186CurrentTaxYearAmt
Total$58,332,836TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,449CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,761CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,297CurrentTaxYearMinus2YearsAmt
Current Tax Year$0CurrentTaxYearAmt
Total$14,507TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$485,377CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$238,005CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$350,805CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$230,980CurrentTaxYearMinus1YearAmt
Current Tax Year$295,240CurrentTaxYearAmt
Total$1,600,407TotalAmt
FieldValueIRS element (for citing)
Total Support$254,323,813TotalSupportAmt
Gross Receipts Rltd Activities$1,520,396GrossReceiptsRltdActivitiesAmt
Public Support CY1700.65252PublicSupportCY170Pct
Public Support PY1700.64273PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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)
Donor Advised Funds Held2DonorAdvisedFundsHeldCnt
Donor Advised Funds Grants$20,000DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$321,481DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$520,684,239BeginningYearBalanceAmt
Contributions$11,828,917ContributionsAmt
Investment Earnings Or Losses$65,505,803InvestmentEarningsOrLossesAmt
Other Expenditures$19,725,544OtherExpendituresAmt
End Year Balance$578,293,415EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$479,000,447BeginningYearBalanceAmt
Contributions$7,932,644ContributionsAmt
Investment Earnings Or Losses$54,551,329InvestmentEarningsOrLossesAmt
Other Expenditures$20,800,181OtherExpendituresAmt
End Year Balance$520,684,239EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$511,810,897BeginningYearBalanceAmt
Contributions$5,905,147ContributionsAmt
Investment Earnings Or Losses-$17,146,534InvestmentEarningsOrLossesAmt
Other Expenditures$20,732,668OtherExpendituresAmt
Administrative Expenses$836,395AdministrativeExpensesAmt
End Year Balance$479,000,447EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$475,284,266BeginningYearBalanceAmt
Contributions$5,110,097ContributionsAmt
Investment Earnings Or Losses$51,136,710InvestmentEarningsOrLossesAmt
Other Expenditures$21,986,676OtherExpendituresAmt
Administrative Expenses-$2,266,500AdministrativeExpensesAmt
End Year Balance$511,810,897EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$445,798,076BeginningYearBalanceAmt
Contributions$5,926,830ContributionsAmt
Investment Earnings Or Losses$51,532,696InvestmentEarningsOrLossesAmt
Other Expenditures$27,973,336OtherExpendituresAmt
End Year Balance$475,284,266EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.87900PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.12100TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$2,344,800InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Book Value$2,344,800BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$520,216InvestmentCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$520,216BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,444,442OtherCostOrOtherBasisAmt
Depreciation$1,403,322DepreciationAmt
Book Value$41,120BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$662,670OtherCostOrOtherBasisAmt
Depreciation$574,936DepreciationAmt
Book Value$87,734BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,030,025OtherCostOrOtherBasisAmt
Depreciation$1,023,626DepreciationAmt
Book Value$6,399BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,000,269TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
STATE OF ISRAEL BONDS$2,566,605F
PRIVATE EQUITY$4,092,613F
VENTURE CAPITAL$5,784,849F
HEDGE FUNDS$53,710,972F
FieldValueIRS element (for citing)
Total Book Value Securities$66,155,039TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
TRUST & SPLIT INT AGREEMENTS$56,114,044
INT RECEIVABLE & OTHER ASSETS$1,168,007
OTHER LONG-TERM ASSETS$315,801
DUE FROM AFHU CH. COMMON FUND$99,809
FieldValueIRS element (for citing)
Total Book Value Other Assets$57,697,661TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
SPLIT INTEREST AGREEMENT$13,864,312
POST RETIREMENT BENEFIT OBLIGATION$740,494
FieldValueIRS element (for citing)
Total Liability$14,604,806TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$123,881,349TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$49,145,370NetUnrealizedGainsInvstAmt
Other Revenue$3,234,785OtherRevenueAmt
Revenue Not Reported$52,380,155RevenueNotReportedAmt
Revenue Subtotal$71,501,194RevenueSubtotalAmt
Investment Expenses Not Incld$270,714InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$184,190OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$86,524RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$71,587,718TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$60,837,353TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$184,190OtherExpensesIncludedAmt
Expenses Not Reported$184,190ExpensesNotReportedAmt
Expenses Subtotal$60,653,163ExpensesSubtotalAmt
Investment Expenses Not Incld2$270,714InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$270,714ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$60,923,877TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part IAFHU 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 $341,245 Gifts to Other Charitable Institutions ($10,000) Gifts to hu/afhu ($10,000) -------------------------------------------------------- Aggregated Grants Reported on Part I, Line 3 ($20,000) Unrealized Gains/(loss) ($17,947) Income and Dividends $18,183 -------------------------------------------------------- Total Changes ($19,764) End of Year Balance $321,481 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 taxesForm 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 StatementsSchedule 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 revenueSchedule D, Part XI line 2D, other revenue on books not on return: Change in value of split-interest agreement $1,556,592 Change in assets of trusts and other split-interest agreements $1,644,200 Pension related expenses other than net periodic pension cost $ 33,993 ---------- TOTAL Line 2D $3,234,785 ---------- Schedule D, Part XI, Line 4B, Other Revenue on return not on books: Fundraising Expense - Events $(450,673) Registration Fees reclassed from events $ 266,483 ---------- Total line 4B $(184,190) ----------
reconciliation of expensesSchedule D, Part XII, Line 2D, Expenses on books not on return: Fundraising expense - events $ 450,673 Registration fees reclassed from events $(266,483) ---------- Total line 2(D) $ 184,190 ----------

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$46,108,488
Central America and the CaribbeanInvestments$36,038,688
FieldValueIRS element (for citing)
Subtotal Spent$82,147,176SubtotalSpentAmt
Total Spent$82,147,176TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Middle East and North AfricaGeneral$46,000,950wire
Middle East and North AfricaGENERAL$69,597check
Middle East and North AfricaResearch$37,941wire
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceACTIVITIES OUTSIDE THE UNITED STATESFormAndLineReferenceDesc
ExplanationFORM 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

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
Neal P Myerberg
179 Shore RoadOld GreenwichCT06870Planned Givingfalse$3,972,684$99,125$3,873,559
Donor Point MarketingBKV
3390 PEACHTREE ROAD NE 10TH FLOORATLANTAGA30326Direct Mail Servicesfalse$314,759$88,237$226,522
FieldValueIRS element (for citing)
Total Gross Receipts$4,287,443TotalGrossReceiptsAmt
Total Retained By Contractors$187,362TotalRetainedByContractorsAmt
Total Net To Organization$4,100,081TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1NY TOL LunchEvent1Nm
Gross Receipts Event1$232,750GrossReceiptsEvent1Amt
Charitable Contri Event1$186,150CharitableContriEvent1Amt
Gross Revenue Event1$46,600GrossRevenueEvent1Amt
Food And Beverage Event1$101,592FoodAndBeverageEvent1Amt
Entertainment Event1$12,708EntertainmentEvent1Amt
Other Direct Expenses Event1$24,926OtherDirectExpensesEvent1Amt
Event2LA TOL DinnerEvent2Nm
Gross Receipts Event2$419,450GrossReceiptsEvent2Amt
Charitable Contri Event2$307,450CharitableContriEvent2Amt
Gross Revenue Event2$112,000GrossRevenueEvent2Amt
Food And Beverage Event2$106,502FoodAndBeverageEvent2Amt
Entertainment Event2$20,844EntertainmentEvent2Amt
Other Direct Expenses Event2$72,381OtherDirectExpensesEvent2Amt
Other Events Total17OtherEventsTotalCnt
Gross Receipts Other Events$387,640GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$251,000CharitableContriOtherEventsAmt
Gross Revenue Other Events$136,640GrossRevenueOtherEventsAmt
Food And Beverage Other Events$178,853FoodAndBeverageOtherEventsAmt
Entertainment Other Events$89,093EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$139,014OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,039,840GrossReceiptsTotalAmt
Charitable Contributions Tot$744,600CharitableContributionsTotAmt
Gross Revenue Total Events$295,240GrossRevenueTotalEventsAmt
Food And Beverage Total Events$386,947FoodAndBeverageTotalEventsAmt
Entertainment Total Events$122,645EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$236,321OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$745,913DirectExpenseSummaryEventsAmt
Net Income Summary-$450,673NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BOSTON UNIVERSITY SCHOOL OF MEDICINE
715 ALBANY STREETBOSTONMA02118942539545501(c)(3)$34,625STUDENT EXCHANGE PROGRAM BETWEEN HADASSAH & BOSTON UNIVERSITY
Hadassah medical organization
50 west 58th streetnew yorkNY10019132563745501(c)(3)$25,660prosthesis
The Jewish Federation
6505 Wilshire BlvdLos AngelesCA90048956111928501(c)(3)$10,000General purposes
American Technion Society
55 E 59th St 14th FlNew YorkNY10022130434195501(c)(3)$14,030Scholarship
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGRANT MONITORING PROCEDURESFormAndLineReferenceDesc
ExplanationSCHEDULE 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

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssfalseWrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
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 PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BETH MCCOY
NATIONAL executive Director$458,237$0$67,500$0$24,217$0$23,850$0$32,704$0$606,508$0$0$0
JANE KAMPTON
FORMER CFO$162,378$0$0$0$0$0$15,114$0$23,921$0$201,413$0$0$0
MONICA LOEBL
Nat'l Director of Development$237,978$0$25,000$0$0$0$21,270$0$12,362$0$296,610$0$0$0
SHERI KAUFER
ASSOC. EXE. DIR. WEST REGION$205,204$0$20,000$0$0$0$18,831$0$23,002$0$267,037$0$0$0
SUZANNE PONSOT
Executive Director NY Region$285,238$0$15,000$0$0$0$11,925$0$35,896$0$348,059$0$0$0
DANIEL RUTBERG
CHIEF OPERATING OFFICER$209,706$0$15,000$0$0$0$10,227$0$35,791$0$270,724$0$0$0
JUDITH SHENKMAN
EXECUTIVE DIRECTOR MW REGION$179,657$0$10,000$0$0$0$16,858$0$36,511$0$243,026$0$0$0
Eileen Hume
CHIEF MARKETING OFFICER$174,790$0$7,500$0$0$0$0$0$32,635$0$214,925$0$0$0
Peggy Porta
Interim CFO (Thru 01/2017)$50,875$0$0$0$0$0$0$0$0$0$50,875$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE J, PART I, line 1FormAndLineReferenceDesc
ExplanationThe National Executive Director, Beth McCoy, received a tax gross-up in calendar year 2016. 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 7 SEVERAL INDIVIDUALS REPORTED ON THE ORGANIZATION'S FORM 990 IN PART VII AND SCHEDULE J RECEIVED BONUSES IN CALENDAR YEAR 2016. ALL BONUS/SALARY RECOMMENDATIONS FOR SENIOR STAFF MEMBERS ARE RECOMMENDED BY THE NATIONAL EXECUTIVE DIRECTOR 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 NATIONAL EXECUTIVE DIRECTOR 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. FINAL APPROVED RECOMMENDATIONS, AND PROVIDES MINUTES OF THE MEETING.ExplanationTxt

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
Contribution36ContributionCnt
Noncash Contributions Rpt F990$2,219,398NoncashContributionsRptF990Amt
Method Of Determining Revenuescost or sale priceMethodOfDeterminingRevenuesTxt
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

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Descstate of Israel BondsDesc
Contribution3ContributionCnt
Noncash Contributions Rpt F990$43,435NoncashContributionsRptF990Amt
Method Of Determining Revenuescost or sale priceMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
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 32(A)FormAndLineReferenceDesc
ExplanationTO 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FAMILY RELATIONSHIP DISCLOSUREFORM 990, PART VI, SECTION A, LINE 2 ERNEST BOGEN, VICE PRESIDENT AND RITA BOGEN, VICE PRESIDENT HAVE A FAMILY RELATIONSHIP. ERNEST BOGEN, VICE PRESIDENT AND STANLEY M. BOGEN, DIRECTOR HAVE A FAMILY RELATIONSHIP. KEN STEIN, VICE PRESIDENT AND ERIC STEIN, DIRECTOR HAVE A FAMILY RELATIONSHIP.
990 REVIEW PROCESSFORM 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 ENFORCEMENTFORM 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 COMPENSATIONFORM 990, PART VI, LINE 15 ALL BONUS/SALARY RECOMMENDATIONS FOR THE NATIONAL EXECUTIVE DIRECTOR 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 NATIONAL EXECUTIVE DIRECTOR TO THE COMPENSATION COMMITTEE, WHO ULTIMATELY MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE. THE FINAL APPROVAL RESTS WITH THE EXECUTIVE COMMITTEE.
DISCLOSURE OF DOCUMENTSFORM 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.
Part VII - Interim CFO's compensationPeggy Porta served as the organization's Interim Chief Financial Officer from June 2016 to January 2017. During that time, Ms. Porta was the employee of a thrid party accounting consulting firm and AFHU paid that third party for Ms. Porta's services. The compensation reported in Part VII, column (d) represents amounts paid to the third party accounting consulting firm for Ms. Porta's services. Ms. Porta did not receive either a W-2 or a 1099 from AFHU. FORM 990 - BOARD RELATIONSHIPS AFHU HOLDS MARKETABLE SECURITIES WITH AN APPROXIMATE VALUE OF $6,651,049 IN A NON-POOLED ENDOWMENT FUND WHICH IS UNDER THE CONTROL OF THE DONOR AND BOARD MEMBER STANLEY BOGEN. THE ORGANIZATION DOES NOT PAY ANY INVESTMENT MANAGEMENT FEES TO THE BOARD MEMBER'S FIRM; ACCORDINGLY THIS TRANSACTION DOES NOT NEED TO BE DISCLOSED ON FORM 990, SCHEDULE L. IN THE INTERESTS OF FULL DISCLOSURE, AFHU IS REPORTING THESE RELATIONSHIPS ON ITS FORM 990. AFHU HAD AN INVESTMENT IN BETAVISOR, LLC WITH AN APPROXIMATE FMV OF $10,129,671 OF WHICH RANDY KURTZ - CHIEF INVESTMENT OFFICER IS THE SON OF MICHAEL KURTZ, Board Chair.
OTHER CHANGES IN NET ASSETSFORM 990, PART XI, LINE 9 CHANGES IN VALUE OF SPLIT-INTEREST AGREEMENTS $1,556,592 CHANGES IN ASSETS OF TRUSTS AND OTHER SPLIT-INTEREST AGREEMENTS HELD BY OTHERS $1,644,200 PENSION RELATED EXPENSES OTHER THAN NET PERIODIC PENSION COST $ 33,993 ----------- TOTAL $3,234,785 -----------

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 OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
AFHU CHARITABLE COMMON FUND
one battery park plazanew yorkNY10004133525587Donor AdvisedNY501(c)(3)private fdnafhuYes (true)
HEBREW UNIVERSITY OF JERUSALEM
237285905EDUCATION501(c)(3)schoolNAfalseMt Scopus CampusJERUSALEMIS91905IS

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
Charitable Remainder Annuity trust (6)
InvestmentAFHU1.00000Yes (true)
Charitable Remainder Unitrust (13)
InvestmentAFHU1.00000Yes (true)
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 OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
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 OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1AFHU CHARITABLE COMMON FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$678,000InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt