P E F ISRAEL ENDOWMENT FUNDS INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- P E F ISRAEL ENDOWMENT FUNDS INC (EIN 13-6104086)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-03-31
- IRS object ID
- 201520909349300722
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-31T12:45:01-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133593400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENFIELD & FORTUNA LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 BROADWAY-SUITE 950 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10271 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136104086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEF ISRAEL ENDOWMENT FUNDS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEFI | BusinessNameControlTxt |
| Phone | 2125991260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 THIRD AVENUE15TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEOFFREY STERN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125991260 | PhoneNum |
| Signature | 2015-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN P FORTUNA | PreparerPersonNm |
| PTIN | P00124084 | PTIN |
| Phone | 2126089100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | GEOFFREY STERN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 THIRD AVENUE15TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $93,547,078 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PEFISRAEL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1922 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSES OF THIS CORPORATION ARE TO PROVIDE RELIEF FOR, AND TO MINISTER TO THE PHYSICAL WELL-BEING OF NEEDY PERSONS IN ISRAEL; TO SUPPORT AND MAINTAIN PUBLIC HOSPITALS, CLINICS, TO RELIEVE SICKNESS AND DISTRESS, AND TO PREVENT PLAGUE AND DISEASE IN ISRAEL; TO SUPPORT AND MAINTAIN THE HEBREW UNIVERSITY AND OTHER EDUCATIONAL AND RELIGIOUS INSITUTIONS IN THE HOLY LAND AND TO PROMOTE SCIENTIFIC RESEARCH THEREIN. IT SHALL BE WITHIN THE PURPOSE OF THIS CORPORATION TO USE AS MEANS TO THE ABOVE PURPOSES, RESEARCH, PUBLICATION, THE ESTABLISHMENT AND MAINTENANCE OF CHARITABLE, RELIGIOUS AND PUBLIC EDUCATION ACTIVITES, AGENCIES AND INSTITUTIONS AND THE AID OF ANY SUCH ACTIVITIES, AGENCIES AND INSTITUTIONS ALREADY ESTABLISHED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $60,659,284 | PYContributionsGrantsAmt |
| CY Contributions Grants | $63,513,414 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,119,316 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,893,936 | CYInvestmentIncomeAmt |
| PY Other Revenue | $30 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $67,778,630 | PYTotalRevenueAmt |
| CY Total Revenue | $74,407,350 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $69,240,845 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $68,730,483 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $435,147 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $435,735 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $13,191 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,067,870 | PYOtherExpensesAmt |
| CY Other Expenses | $1,187,233 | CYOtherExpensesAmt |
| PY Total Expenses | $70,743,862 | PYTotalExpensesAmt |
| CY Total Expenses | $70,353,451 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,965,232 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,053,899 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $124,022,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,368,668 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,186,589 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,610,979 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $122,835,426 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $126,757,689 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSES OF THIS CORPORATION ARE TO PROVIDE RELIEF FOR, AND TO MINISTER TO THE PHYSICAL WELL-BEING OF NEEDY PERSONS IN ISRAEL; TO SUPPORT AND MAINTAIN PUBLIC HOSPITALS, CLINICS, TO RELIEVE SICKNESS AND DISTRESS, AND TO PREVENT PLAGUE AND DISEASE IN ISRAEL; TO SUPPORT AND MAINTAIN THE HEBREW UNIVERSITY AND OTHER EDUCATIONAL AND RELIGIOUS INSITUTIONS IN THE HOLY LAND AND TO PROMOTE SCIENTIFIC RESEARCH THEREIN. IT SHALL BE WITHIN THE PURPOSE OF THIS CORPORATION TO USE AS MEANS TO THE ABOVE PURPOSES, RESEARCH, PUBLICATION, THE ESTABLISHMENT AND MAINTENANCE OF CHARITABLE, RELIGIOUS AND PUBLIC EDUCATION ACTIVITES, AGENCIES AND INSTITUTIONS AND THE AID OF ANY SUCH ACTIVITIES, AGENCIES AND INSTITUTIONS ALREADY ESTABLISHED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $69,030,554 | ExpenseAmt |
| Grant | $68,730,483 | GrantAmt |
| Desc | PEF MAKES HUNDREDS OF GRANTS TO CHARITABLE ORGANIZATIONS FOR SUCH PURPOSES AS: PRIMARY AND SECONDARY EDUCATION, SCIENTIFIC RESEARCH, SPECIAL NEEDS OF WOMEN, CHILDREN, AND FAMILIES IN DISTRESS, DRUG ABUSE, RELIEF FOR HANDICAPPED, ARTS PROMOTION | Desc |
| Total Program Service Expenses | $69,030,554 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | IS | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEOFFREY STERN PEF ISRAEL E | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125991260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 THIRD AVENUE 15TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARK I BANE | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR SHULAMIT BAR-SHANY | |||||||
| VICE PRESIDENT/TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KENNETH ABRAHAMI | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERNEST BIAL | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HARVEY BRECHER | |||||||
| CHAIRMAN/TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEPHAN BRUMBERG | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH CIECHANOVER | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHAIM EDELSTEIN | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS J FLEISCH | |||||||
| VICE PRESIDENT/TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BHARRISON FRANKEL | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ELI S GARBER | |||||||
| ASST. TREASURER/TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SIMON GLICK | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT GOTTESMAN | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ETHAN GROSSMAN | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL J ISAAC | |||||||
| TREASURER/TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL G JESSELSON | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID S LOBEL | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RALPH E LOEWENBERG | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW MEYERS | |||||||
| SECRETARY/TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SHARON LIBERMAN MINTZ | |||||||
| VICE PRESIDENT/TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| HEIDI ROTHBERG | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SYLVIA SAFER | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MEL SCULT | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT M SELTZER | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BURT ALLEN SOLOMON | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GEOFFREY STERN | |||||||
| PRESIDENT/TRUSTEE | 25.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DR STEVEN UNGERLEIDER | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CRISTINA NOBLE | |||||||
| DIRECTOR OF OPERATIONS | 40.00 | $128,663 | $0 | $9,635 | Yes (X) | ||
| MARY EBNER | |||||||
| CONTROLLER | 40.00 | $121,281 | $0 | $11,700 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $249,944 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $21,335 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEUBERGER BERMAN | |||||
| 605 THIRD AVENUE 2ND FLOOR BOX 211 | NEW YORK | NY | 10158 | INVESTMENT MANAGEMENT | $350,616 |
| MERRILL LYNCH | |||||
| 1 WORLD FINANCIAL CENTER | NEW YORK | NY | 10015 | INVESTMENT MANAGEMENT | $139,384 |
| GREENFIELD & FORTUNA LLP | |||||
| 120 BROADWAY SUITE 950 | NEW YORK | NY | 10271 | AUDITING SERVICES | $115,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $63,513,414 | AllOtherContributionsAmt |
| Noncash Contributions | $5,131,698 | NoncashContributionsAmt |
| Total Contributions | $63,513,414 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,186,171 | TotalRevenueColumnAmt |
| Exclusion | $2,186,171 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,847,493 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,139,728 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,707,765 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,707,765 | TotalRevenueColumnAmt |
| Exclusion | $8,707,765 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,407,350 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,893,936 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,951 | TotalAmt |
| Program Services | $184,951 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,545,532 | TotalAmt |
| Program Services | $68,545,532 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,914 | TotalAmt |
| Program Services | $126,451 | ProgramServicesAmt |
| Management And General | $238,025 | ManagementAndGeneralAmt |
| Fundraising | $7,438 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,933 | TotalAmt |
| Program Services | $12,217 | ProgramServicesAmt |
| Management And General | $22,997 | ManagementAndGeneralAmt |
| Fundraising | $719 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,888 | TotalAmt |
| Program Services | $9,482 | ProgramServicesAmt |
| Management And General | $17,848 | ManagementAndGeneralAmt |
| Fundraising | $558 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,741 | TotalAmt |
| Management And General | $50,741 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,000 | TotalAmt |
| Management And General | $119,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $683,679 | TotalAmt |
| Management And General | $683,679 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,028 | TotalAmt |
| Program Services | $29,929 | ProgramServicesAmt |
| Management And General | $56,338 | ManagementAndGeneralAmt |
| Fundraising | $1,761 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,571 | TotalAmt |
| Program Services | $39,294 | ProgramServicesAmt |
| Management And General | $73,966 | ManagementAndGeneralAmt |
| Fundraising | $2,311 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,468 | TotalAmt |
| Management And General | $6,468 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,214 | TotalAmt |
| Program Services | $6,873 | ProgramServicesAmt |
| Management And General | $12,937 | ManagementAndGeneralAmt |
| Fundraising | $404 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OUTSIDE SERVICES | $75,825 | $75,825 | |
| MOVING EXPENSES | $26,182 | $26,182 | |
| FILING FEES | $1,525 | $1,525 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,353,451 | TotalAmt |
| Program Services | $69,030,554 | ProgramServicesAmt |
| Management And General | $1,309,706 | ManagementAndGeneralAmt |
| Fundraising | $13,191 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,017,495 | BOYAmt |
| EOY | $3,120,079 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,255 | BOYAmt |
| EOY | $44,677 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $76,712 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,786 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,083 | BOYAmt |
| EOY | $61,926 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,804,082 | BOYAmt |
| EOY | $111,392,650 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,972,885 | BOYAmt |
| EOY | $13,579,240 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,215 | BOYAmt |
| EOY | $170,096 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,022,015 | BOYAmt |
| EOY | $128,368,668 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,889 | BOYAmt |
| EOY | $47,999 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,181,700 | BOYAmt |
| EOY | $1,562,980 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,186,589 | BOYAmt |
| EOY | $1,610,979 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,391,305 | BOYAmt |
| EOY | $101,295,478 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,265,296 | BOYAmt |
| EOY | $4,283,386 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,178,825 | BOYAmt |
| EOY | $21,178,825 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,835,426 | BOYAmt |
| EOY | $126,757,689 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,022,015 | BOYAmt |
| EOY | $128,368,668 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,053,899 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$131,636 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,113,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,306,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,524,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,659,284 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,513,414 | CurrentTaxYearAmt |
| Total | $285,116,969 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,113,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,306,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,524,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,659,284 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,513,414 | CurrentTaxYearAmt |
| Total | $285,116,969 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $60,563,649 | SubstantialContributorsTotAmt |
| Public Support Total170 | $224,553,320 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,747,485 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,633,471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,377,894 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,204,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,186,171 | CurrentTaxYearAmt |
| Total | $12,149,572 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $297,266,541 | TotalSupportAmt |
| Public Support CY170 | 0.75540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75070 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 59 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 31 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $13,171,598 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $50,341,816 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $13,483,180 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $55,247,303 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $51,764,999 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $74,992,690 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,278,185 | BeginningYearBalanceAmt |
| Contributions | $130,359 | ContributionsAmt |
| Investment Earnings Or Losses | $2,472,026 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,601,697 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $291,772 | AdministrativeExpensesAmt |
| End Year Balance | $22,987,101 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,974,602 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,193,979 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,633,174 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $257,222 | AdministrativeExpensesAmt |
| End Year Balance | $22,278,185 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,558,011 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,280,257 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,621,039 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $242,627 | AdministrativeExpensesAmt |
| End Year Balance | $19,974,602 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,769,027 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,200,964 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,162,436 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $249,544 | AdministrativeExpensesAmt |
| End Year Balance | $19,558,011 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,623,378 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,210,997 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,823,980 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $241,368 | AdministrativeExpensesAmt |
| End Year Balance | $21,769,027 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.83000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,712 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,786 | DepreciationAmt |
| Book Value | $61,926 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $61,926 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| STATE OF ISRAEL OBLIGATIONS | $8,000 | F |
| DAVIDSON KEMPNER INST. PARTNERS | $2,172,801 | F |
| 972.35 SHS PALOMA INTERNATIONAL LIMITED | $2,673,598 | F |
| 6168.0753 SHS ELLIOTT INTERNATIONAL LIMITED | $6,489,432 | F |
| 1998.7263 SHS SENECA CAPITAL INT'L LTD | $1,393,945 | F |
| BRAUSE & BRAUSE PARTNERSHIP | $841,464 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,579,240 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $73,592,034 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$131,637 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$131,637 | RevenueNotReportedAmt |
| Revenue Subtotal | $73,723,671 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $683,679 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $683,679 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $74,407,350 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $69,669,772 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $69,669,772 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $683,679 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $683,679 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $70,353,451 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INCOME FROM ALL ENDOWMENTS IS USED FOR THE PAYMENT OF GRANTS PURSUANT TO THE DONORS INTENTIONS AND SUBJECT TO THE ORGANIZATIONS APPROVAL. |
| PART X, LINE 2: | PEF IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. NO TAXES WERE PAID FOR UNRELATED BUSINESS ACTIVITIES IN THE YEARS ENDED NOVEMBER 30, 2014 AND 2013. PEF BELIEVES THAT IS HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PEF'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE FISCAL YEARS ENDED NOVEMBER 30, 2011, 2012, 2013 AND 2014 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | MIDDLE EAST | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTS TO RECIPIENTS LOCATED IN THE REGION | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $68,545,532 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $68,545,532 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $68,545,532 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SEE SCHEDULE ATTACHED | RegionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 592 | Total501c3OrgCnt |
| Total Other Org | 592 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE ORGANIZATION SPECIFIES WHAT THE GRANT IS TO BE USED FOR AND RECEIVES DOCUMENTS FILED WITH THE ORGANIZATION BY THE CHARITY TO MAKE CERTAIN ITS REQUIREMENTS ARE BEING FULFILLED. |
| PART I, LINE 3, COLUMN (F): | AMOUNT OF GRANTS ARE REPORTED ON THE ACCRUAL METHOD OF ACCOUNTING. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ORT FEDERATION | ||||||||
| 75 MAIDEN LANE 10TH FLOOR | NEW YORK | NY | 10038 | 135562969 | 501(C)(3) | $15,399 | GENERAL SUPPORT | |
| AMERICAN RED MAGEN DAVID FOR ISRAEL | ||||||||
| 352 SEVENTH AVENUE SUITE 400 | NEW YORK | NY | 10001 | 131790719 | 501(C)(3) | $15,399 | GENERAL SUPPORT | |
| ISRAEL CANCER RESEARCH FUND | ||||||||
| 295 MADISON AVENUE SUITE 1030 | NEW YORK | NY | 10017 | 510181215 | 501(C)(3) | $10,650 | GENERAL SUPPORT | |
| NEW ISRAEL FUND | ||||||||
| 330 SEVENTH AVENUE 11TH FLOOR | NEW YORK | NY | 10001 | 942607722 | 501(C)(3) | $25,000 | GENERAL SUPPORT | |
| JEWISH NATIONAL FUND | ||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | 131659627 | 501(C)(3) | $100,600 | GENERAL SUPPORT | |
| (no name) | ||||||||
| GENERAL SUPPORT | ||||||||
| UJA EMERGENCY FUND | ||||||||
| C/O UJA- COUNCIL OF ORGANIZATIONS | NEW YORK | NY | 10022 | 510172429 | 501(C)(3) | $15,399 | GENERAL SUPPORT | 130 EAST 59TH STREET |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION SPECIFIES WHAT THE GRANT IS TO BE USED FOR AND RECEIVES DOCUMENTS FILED WITH THE ORGANIZATION BY THE CHARITY TO MAKE CERTAIN ITS REQUIREMENTS ARE BEING FULFILLED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 63 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,131,698 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER LISTED ON PART I, COLUMN B, LINE 9, IS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED ITS BYLAWS DURING THE CURRENT FISCAL YEAR. SIGNIFICANT CHANGES ARE: 1. THE GOVERNANCE BODY WAS CHANGED FROM BOARD OF TRUSTEES, WHICH CAN CONSIST OF 7 TO 34 INDIVIDUALS, TO BOARD OF DIRECTORS, WHICH CAN CONSIST OF 7 TO 18 INDIVIDUALS. 2. REQUIRED NUMBER OF MEETINGS WAS CHANGED FROM ONE PER CALENDAR YEAR TO THREE PER CALENDAR YEAR. 3. QUORUM WAS CHANGED FROM 6 TRUSTEES TO 5 BOARD OF DIRECTORS. 4. EXECUTIVE COMMITTEE WAS REMOVED FROM THE STANDING COMMITTEES AND THE AUDIT COMMITTEE WAS ADDED. 5. THE REQUIREMENT OF TREASURER TO SERVE AS CHAIRMAN OF THE ADMINISTRATION COMMITTEE WAS REMOVED. THE CHAIRMAN WILL BE APPOINTED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | OUR POLICY ON REVIEWING U.S.I.R.C. FORM 990 PRIOR TO FILING IS THAT IT IS TO BE REVIEWED FIRST BY THE PRESIDENT AND THEN BY THE TREASURER AND THE CHAIR BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION ANNUALLY PRESENTS EACH TRUSTEE WITH A STATEMENT TO BE SIGNED INDICATING THAT THE TRUSTEE HAS READ THE ORGANIZATIONS CONFLICT OF INTEREST POLICY AND IS IN FULL COMPLIANCE WITH ALL ASPECTS OF THE POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST |