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AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC (EIN 13-1568923)
Tax period
2013-10-01 to 2014-09-30
Filed
2015-04-24
IRS object ID
201521149349300027
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

FieldValueIRS element (for citing)
Return2015-04-24T12:42:52-05:00ReturnTs
Tax Period End2014-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 THIRD AVE 4TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100172013ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131568923EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1American Friends of Hebrew University IncBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% JANE KAMPTON CFOInCareOfNm
Business Name ControlAMERBusinessNameControlTxt
Phone2126078500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZAAddressLine1
Address Line2Suite 25TH FLAddressLine2
CityNEW YORKCity
StateNYState
ZIP Code100041435ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personbeth mccoyPersonNm
Person Titlenational executive directorPersonTitleTxt
Phone2125990100PhoneNum
Signature2015-04-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott ThompsettPreparerPersonNm
PTINP00741490PTIN
Phone2125990100PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

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 FLAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10004ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$135,961,374GrossReceiptsAmt
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 HEBREW UNIVERSITY OF JERUSALEM ISRAEL'S FOREMOST CENTER OF HIGHER education & RESEARCH.ActivityOrMissionDesc
Voting Members Governing Body64VotingMembersGoverningBodyCnt
Voting Members Independent64VotingMembersIndependentCnt
Total Employee75TotalEmployeeCnt
Total Volunteers210TotalVolunteersCnt
Total Gross UBI$4,761TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$377NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$28,860,295PYContributionsGrantsAmt
CY Contributions Grants$35,889,010CYContributionsGrantsAmt
PY Program Service Revenue$380,414PYProgramServiceRevenueAmt
CY Program Service Revenue$29,498CYProgramServiceRevenueAmt
PY Investment Income$18,752,437PYInvestmentIncomeAmt
CY Investment Income$11,358,921CYInvestmentIncomeAmt
PY Other Revenue-$283,574PYOtherRevenueAmt
CY Other Revenue-$385,372CYOtherRevenueAmt
PY Total Revenue$47,709,572PYTotalRevenueAmt
CY Total Revenue$46,892,057CYTotalRevenueAmt
PY Grants And Similar Paid$46,914,960PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$50,011,130CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$7,339,376PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,397,592CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$180,750PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$184,700CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$8,686,494CYTotalFundraisingExpenseAmt
PY Other Expenses$4,475,784PYOtherExpensesAmt
CY Other Expenses$4,544,930CYOtherExpensesAmt
PY Total Expenses$58,910,870PYTotalExpensesAmt
CY Total Expenses$63,138,352CYTotalExpensesAmt
PY Revenues Less Expenses-$11,201,298PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$16,246,295CYRevenuesLessExpensesAmt
Total Assets BOY$579,347,993TotalAssetsBOYAmt
Total Assets EOY$606,420,528TotalAssetsEOYAmt
Total Liabilities BOY$33,575,915TotalLiabilitiesBOYAmt
Total Liabilities EOY$39,777,162TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$545,772,078NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$566,643,366NetAssetsOrFundBalancesEOYAmt
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 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 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 INTERNATIONALMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$50,011,130ExpenseAmt
Grant$50,011,130GrantAmt
Revenue$29,498RevenueAmt
DescThe American Friends of Hebrew University's (AFHU) primary exempt purpose is to support Hebrew University and other educational institutions in Israel and the United States. AFHU accomplishes this by making grants to these organizations to promote and encourage higher education, research and training in all disciplines.Desc
Total Program Service Expenses$50,011,130TotalProgramServiceExpensesAmt
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 IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
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 EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document83IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee75EmployeeCnt
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
Foreign CountryLSForeignCountryCd
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
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members64GoverningBodyVotingMembersCnt
Independent Voting Member64IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
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 FldCAStatesWhereCopyOfReturnIsFldCd
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 FldILStatesWhereCopyOfReturnIsFldCd
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 FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJANE KAMPTON CFOPersonNm
Phone2126078569PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZA 25TH FLAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10004ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (77 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Daniel I Schlessinger
President10.00.0Yes (X)Yes (X)$0$0$0
Michael S Kurtz
Chariman5.00.0Yes (X)Yes (X)$0$0$0
Joshua Olshin
Treasurer5.00.0Yes (X)Yes (X)$0$0$0
Frances Katz
Assist. Treasurer1.00.0Yes (X)Yes (X)$0$0$0
Pamela N Emmerich
Secretary1.00.0Yes (X)Yes (X)$0$0$0
Ernest Bogen
Vice President1.00.0Yes (X)Yes (X)$0$0$0
Rita Bogen
Vice President1.00.0Yes (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
Richard S Abramson
Director (as of 5/4/2014)1.00.0Yes (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
Director1.00.0Yes (X)$0$0$0
Joyce Brandman
Director1.00.0Yes (X)$0$0$0
Scott Burg
Director1.00.0Yes (X)$0$0$0
Leonard D Cordes
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
Ruth Flinkman-Marandy
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
Lawrence E Glick
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
Renae Jacobs-Anson
Director1.00.0Yes (X)$0$0$0
Helen Jacobs-Lepor
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
Director (as of 5/4/2014)1.00.0Yes (X)$0$0$0
Ellen Klersfeld
Director1.00.0Yes (X)$0$0$0
Harvey M Krueger
Director1.00.0Yes (X)$0$0$0
Marla Lerner Tanenbaum
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
James E Matanky
Director1.00.0Yes (X)$0$0$0
Marc O Mayer
Director1.00.0Yes (X)$0$0$0
Leona Z Rosenberg
Director1.00.0Yes (X)$0$0$0
Steven C Rubinow
Director (as of 5/4/2014)1.00.0Yes (X)$0$0$0
Keith L Sachs
Director1.00.0Yes (X)$0$0$0
Sam Sandler
Director1.00.0Yes (X)$0$0$0
George A Schieren
Director1.00.0Yes (X)$0$0$0
John Siffert
Director (as of 5/4/2014)1.00.0Yes (X)$0$0$0
Lynne G Silbert
Director (as of 5/4/2014)1.00.0Yes (X)$0$0$0
Mitchell L Shadowitz
Director (as of 5/4/2014)1.00.0Yes (X)$0$0$0
David Bruce Smith
Director1.00.0Yes (X)$0$0$0
Ira Lee Sorkin
Director1.00.0Yes (X)$0$0$0
Eric C Stein
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
Robert Wertheimer
Director1.00.0Yes (X)$0$0$0
Martin Zelman
Director1.00.0Yes (X)$0$0$0
Richard S Ziman
Director1.00.0Yes (X)$0$0$0
Lawrence Zweifach
Director1.00.0Yes (X)$0$0$0
Sheldon Hechtman
Director (thru 5/4/2014)1.00.0Yes (X)$0$0$0
Martin E Karlinsky
Director (thru 5/4/2014)1.00.0Yes (X)$0$0$0
Jamie McCourt
Director (thru 5/4/2014)1.00.0Yes (X)$0$0$0
Ruth Ellen Toole
Director (thru 5/4/2014)1.00.0Yes (X)$0$0$0
Todd Lundy
Director (thru 11/28/14)1.00.0Yes (X)$0$0$0
PETER WILLNER
National Executive Director50.00.0Yes (X)$446,109$0$53,279
JAMES ROTHKOPF
CHIEF FINANCIAL OFFICER50.00.0Yes (X)$329,569$0$59,314
BETH MCCOY
National Executive Director40.00.0$303,647$0$51,674Yes (X)
JANE KAMPTON
CONTROLLER50.00.0$221,848$0$54,314Yes (X)
INA STRAUSS
DIRECTOR OF MAJOR & MEGA GIFTS40.00.0$217,587$0$23,124Yes (X)
MATTHEW ROSS
EXECUTIVE DIRECTOR40.00.0$186,218$0$36,769Yes (X)
MONICA LOEBL
EXECUTIVE DIRECTOR40.00.0$168,791$35,526Yes (X)
SHERI KAUFER
ASSOCIATE EXECUTIVE DIRECTOR40.00.0$171,756$0$35,019Yes (X)
HARRIET LASKY
ASSOCIATE EXECUTIVE DIRECTOR40.00.0$171,727$0$45,461Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,217,252TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$394,480TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K17IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
GRANT THORNTON LLP
757 Third Avenue 9th FloorNEW YORKNY10017AUDITING & TAX$265,851
LAUTMAN MASKA NEILL COMPANY
1730 RHODE ISLAND AVE NW SUITE 30WASHINGTONDC20036FUNDRAISING$141,011
SECURITY CAPITAL RESEARCH AND MANAG
CHASE TOWER 10 S DEARBON ST 1400CHICAGOIL60603INV MANAGEMENT$132,887
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Fundraising$407,330FundraisingAmt
Related Organizations$361,800RelatedOrganizationsAmt
Government Grants$50,000GovernmentGrantsAmt
All Other Contributions$35,069,880AllOtherContributionsAmt
Noncash Contributions$1,386,184NoncashContributionsAmt
Total Contributions$35,889,010TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescREGISTRATION FEESDesc
Business900099BusinessCd
Total Revenue Column$29,498TotalRevenueColumnAmt
Related Or Exempt Func Income$29,498RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$29,498TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,681,658TotalRevenueColumnAmt
Unrelated Business Revenue$4,761UnrelatedBusinessRevenueAmt
Exclusion$10,676,897ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$58,279RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$58,279RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,279TotalRevenueColumnAmt
Exclusion$58,279ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$89,064,924SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$88,387,661SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$677,263SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$677,263TotalRevenueColumnAmt
Exclusion$677,263ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$238,005FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$407,330ContriRptFundraisingEventAmt
Fundraising Direct Expenses$681,656FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$443,651TotalRevenueColumnAmt
Exclusion-$443,651ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,892,057TotalRevenueColumnAmt
Related Or Exempt Func Income$29,498RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4,761UnrelatedBusinessRevenueAmt
Exclusion$10,968,788ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$168,495TotalAmt
Program Services$168,495ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$12,500TotalAmt
Program Services$12,500ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$49,830,135TotalAmt
Program Services$49,830,135ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,461,169TotalAmt
Management And General$836,419ManagementAndGeneralAmt
Fundraising$624,750FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,190,645TotalAmt
Management And General$1,415,138ManagementAndGeneralAmt
Fundraising$3,775,507FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$254,605TotalAmt
Management And General$86,965ManagementAndGeneralAmt
Fundraising$167,640FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,039,354TotalAmt
Management And General$419,744ManagementAndGeneralAmt
Fundraising$619,610FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$451,819TotalAmt
Management And General$142,232ManagementAndGeneralAmt
Fundraising$309,587FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$435,047TotalAmt
Management And General$187,030ManagementAndGeneralAmt
Fundraising$248,017FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$171,047TotalAmt
Management And General$127,817ManagementAndGeneralAmt
Fundraising$43,230FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$321,371TotalAmt
Management And General$320,246ManagementAndGeneralAmt
Fundraising$1,125FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$184,700TotalAmt
Fundraising$184,700FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$178,189TotalAmt
Management And General$178,189ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$204,841TotalAmt
Management And General$94,588ManagementAndGeneralAmt
Fundraising$110,253FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$695,956TotalAmt
Management And General$206ManagementAndGeneralAmt
Fundraising$695,750FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$332,430TotalAmt
Management And General$75,139ManagementAndGeneralAmt
Fundraising$257,291FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$72,627TotalAmt
Management And General$37,199ManagementAndGeneralAmt
Fundraising$35,428FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$606,036TotalAmt
Management And General$196,748ManagementAndGeneralAmt
Fundraising$409,288FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$310,482TotalAmt
Management And General$66,214ManagementAndGeneralAmt
Fundraising$244,268FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$272,373TotalAmt
Management And General$96,693ManagementAndGeneralAmt
Fundraising$175,680FundraisingAmt

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$232,281TotalAmt
Management And General$101,558ManagementAndGeneralAmt
Fundraising$130,723FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$96,871TotalAmt
Management And General$34,212ManagementAndGeneralAmt
Fundraising$62,659FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
DIRECT MAIL$326,546$326,546
EVENTS$98,807$98,807
PRINTING AND LETTERSHOP$133,740$132,568$1,172
MISCELLANEOUS$56,286$33,067$23,219

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$63,138,352TotalAmt
Program Services$50,011,130ProgramServicesAmt
Management And General$4,440,728ManagementAndGeneralAmt
Fundraising$8,686,494FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,573,005BOYAmt
EOY$3,313,787EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,999,615BOYAmt
EOY$3,556,529EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,050,294BOYAmt
EOY$23,704,630EOYAmt

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$6,242,238LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,058,228LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,182,945BOYAmt
EOY$3,184,010EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$457,370,960BOYAmt
EOY$485,563,130EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$34,778,052BOYAmt
EOY$37,894,575EOYAmt

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$49,393,122BOYAmt
EOY$49,203,867EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$579,347,993BOYAmt
EOY$606,420,528EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,403,964BOYAmt
EOY$1,524,305EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$23,940,482BOYAmt
EOY$27,794,093EOYAmt

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$8,231,469BOYAmt
EOY$10,458,764EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$33,575,915BOYAmt
EOY$39,777,162EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,269,928BOYAmt
EOY$5,084,321EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$205,072,533BOYAmt
EOY$224,037,642EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$335,429,617BOYAmt
EOY$337,521,403EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$545,772,078BOYAmt
EOY$566,643,366EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$579,347,993BOYAmt
EOY$606,420,528EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$16,246,295ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$41,005,204NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$3,887,621OtherChangesInNetAssetsAmt
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$35,400,161CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,281,986CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,326,562CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,860,295CurrentTaxYearMinus1YearAmt
Current Tax Year$35,889,010CurrentTaxYearAmt
Total$169,758,014TotalAmt

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$35,400,161CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,281,986CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,326,562CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,860,295CurrentTaxYearMinus1YearAmt
Current Tax Year$35,889,010CurrentTaxYearAmt
Total$169,758,014TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$22,235,719SubstantialContributorsTotAmt
Public Support Total170$147,522,295PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,918,023CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,938,259CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,904,179CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,977,819CurrentTaxYearMinus1YearAmt
Current Tax Year$10,735,176CurrentTaxYearAmt
Total$52,473,456TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$27,665CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,865CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,449CurrentTaxYearMinus1YearAmt
Current Tax Year$4,761CurrentTaxYearAmt
Total$47,740TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$614,233CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$237,855CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$359,600CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$485,377CurrentTaxYearMinus1YearAmt
Current Tax Year$238,005CurrentTaxYearAmt
Total$1,935,070TotalAmt
FieldValueIRS element (for citing)
Total Support$224,214,280TotalSupportAmt
Gross Receipts Rltd Activities$573,811GrossReceiptsRltdActivitiesAmt
Public Support CY1700.65795PublicSupportCY170Pct
Public Support PY1700.64845PublicSupportPY170Pct
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$87,414DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$382,234DonorAdvisedFundsVlEOYAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$338,251,606BeginningYearBalanceAmt
Contributions$58,903,555ContributionsAmt
Investment Earnings Or Losses$66,020,080InvestmentEarningsOrLossesAmt
Other Expenditures$17,377,165OtherExpendituresAmt
End Year Balance$445,798,076EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$357,406,000BeginningYearBalanceAmt
Contributions$2,758,000ContributionsAmt
Investment Earnings Or Losses-$8,062,000InvestmentEarningsOrLossesAmt
Other Expenditures$13,850,000OtherExpendituresAmt
End Year Balance$338,252,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$333,991,000BeginningYearBalanceAmt
Contributions$1,452,000ContributionsAmt
Investment Earnings Or Losses$33,944,000InvestmentEarningsOrLossesAmt
Other Expenditures$11,981,000OtherExpendituresAmt
End Year Balance$357,406,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.87280PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.12720TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,344,804OtherCostOrOtherBasisAmt
Book Value$2,344,804BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$870,216OtherCostOrOtherBasisAmt
Depreciation$350,002DepreciationAmt
Book Value$520,214BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,419,513OtherCostOrOtherBasisAmt
Depreciation$1,302,504DepreciationAmt
Book Value$117,009BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$583,980OtherCostOrOtherBasisAmt
Depreciation$392,647DepreciationAmt
Book Value$191,333BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,023,725OtherCostOrOtherBasisAmt
Depreciation$1,013,075DepreciationAmt
Book Value$10,650BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,184,010TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
STATE OF ISRAEL BONDS$2,477,180F
ALTERNATIVE INVESTMENTS$35,417,395F
FieldValueIRS element (for citing)
Total Book Value Securities$37,894,575TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
TRUST & SPLIT INT AGREEMENTS$48,388,209
DUE FROM AFHU CH. COMMON FUND$89,059
MISCELLANEOUS RECEIVABLES$726,599
FieldValueIRS element (for citing)
Total Book Value Other Assets$49,203,867TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
SPLIT INTEREST AGREEMENT$9,891,488
MISCELLANEOUS LIABILITIES$567,276
FieldValueIRS element (for citing)
Total Liability$10,458,764TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$88,037,466TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$41,005,204NetUnrealizedGainsInvstAmt
Other Revenue-$95,758OtherRevenueAmt
Revenue Not Reported$40,909,446RevenueNotReportedAmt
Revenue Subtotal$47,128,020RevenueSubtotalAmt
Investment Expenses Not Incld$178,189InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$414,153OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$235,964RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$46,892,057TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$63,433,323TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$568,918OtherExpensesIncludedAmt
Expenses Not Reported$568,918ExpensesNotReportedAmt
Expenses Subtotal$62,864,405ExpensesSubtotalAmt
Investment Expenses Not Incld2$178,189InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$95,758OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$273,947ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$63,138,352TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, schedule D, Part V, line 1fThe amount reported in Line 1(f) represents a prior period adjustment to the endowment net asset rollforward to include $2,266,500 in State of Israel Bonds that are included in the Non-Pooled Endowment. The organization re-stated its prior year audited financial statement endowment footnote to record the adjustment to Permanently Restricted Assets. Reconciliation of revenue FORM 990, SCHEDULE D, PART XI Line 2d, Other revenue on books not on return: Legal fees-endowment related $(95,758) LINE 4B - revenue on return not on books: FUNDRAISING EXPENSE- Events $ (443,651) Registration Fees Reclassed from Events $ 29,498 ------------------------------------------------------ Total Line 4(b) $ (414,153)
Reconciliation of expensesFORM 990, SCHEDULE D, PART XIII Line 2d, expense on books not on return: FUNDRAISING EXPENSE - Events $ 443,651 Grants received in FY 2014, but not issued until FY 2015 $ 154,765 Registration Fees Reclassed from Events $(29,498) --------------------------------------------------------------------- Total Line 2(d) $ 568,918 LINE 4B - Expense on return not on books: Legal fees- Endowment Related $95,758
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 IRC 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 tax years ended September 30, 2011, 2012, 2013 and 2014 are still open to audit for both federal and state purposes. 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.
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 $469,709 Gifts to Other Charitable Institutions ($82,414) Gifts to hu/afhu ($5,000) ------------------------------------------------------- Aggregated Grants Reported on Part I, Line 3 ($87,414) Management Fees ($3,452) Unrealized Gains/(loss) $(14,571) Dividends $17,962 ---------- Total Changes ($87,475) End of Year Balance $ 382,234

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$49,830,135
Central America and the CaribbeanInvestments$24,170,232
FieldValueIRS element (for citing)
Subtotal Spent$74,000,367SubtotalSpentAmt
Total Spent$74,000,367TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Middle East and North AfricaGENERAL$49,766,674WIRE
Middle East and North AfricaGENERAL$25,018CHECK
Middle East and North AfricaResearch$38,443WIRE
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 invests in domestic and foreign limited partnerships that may own an interest in a foreign corporation, passive foreign investment company, or foreign partnership. Nevertheless, the organization's investment activities may not reach the thresholds required for filing the Forms 926, 5471, 8621 or 8865. To the extent that the organization is required to complete one of these foreign forms, it is filed with the organization's annual Form 990-T.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)

ActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
Lautman Maska Neill Co
Direct Mail Consultingfalse$427,145$107,700$319,445
Neal P Myerberg
Planned Givingfalse$4,603,812$77,000$4,526,842
FieldValueIRS element (for citing)
Total Gross Receipts$5,030,957TotalGrossReceiptsAmt
Total Retained By Contractors$184,700TotalRetainedByContractorsAmt
Total Net To Organization$4,846,287TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesVALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1NY Katz TOL DinNameOfEvent1Amt
Gross Receipts Event1$157,050GrossReceiptsEvent1Amt
Charitable Contri Event1$95,975CharitableContriEvent1Amt
Gross Revenue Event1$61,075GrossRevenueEvent1Amt
Food And Beverage Event1$70,058FoodAndBeverageEvent1Amt
Entertainment Event1$10,050EntertainmentEvent1Amt
Other Direct Expenses Event1$5,000OtherDirectExpensesEvent1Amt
Name Of Event2BOCA GALANameOfEvent2Amt
Gross Receipts Event2$210,000GrossReceiptsEvent2Amt
Charitable Contri Event2$157,500CharitableContriEvent2Amt
Gross Revenue Event2$52,500GrossRevenueEvent2Amt
Food And Beverage Event2$101,126FoodAndBeverageEvent2Amt
Entertainment Event2$56,951EntertainmentEvent2Amt
Other Direct Expenses Event2$245OtherDirectExpensesEvent2Amt
Other Events Total18OtherEventsTotalCnt
Gross Receipts Other Events$278,285GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$153,855CharitableContriOtherEventsAmt
Gross Revenue Other Events$124,430GrossRevenueOtherEventsAmt
Food And Beverage Other Events$297,697FoodAndBeverageOtherEventsAmt
Entertainment Other Events$98,933EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$41,596OthDirectExpnssOtherEventsAmt
Gross Receipts Total$645,335GrossReceiptsTotalAmt
Charitable Contributions Tot$407,330CharitableContributionsTotAmt
Gross Revenue Total Events$238,005GrossRevenueTotalEventsAmt
Food And Beverage Total Events$468,881FoodAndBeverageTotalEventsAmt
Entertainment Total Events$165,934EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$46,841OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$681,656DirectExpenseSummaryEventsAmt
Net Income Summary-$443,651NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BOSTON UNIVERSITY SCHOOL OF MEDICINE
715 ALBANY STREETBOSTONMA02118942539545501(c)(3)$35,082STUDENT EXCHANGE PROGRAM BETWEEN HADASSAH & BOSTON UNIVERSITY
Hadassah medical organization
50 west 58th streetnew yorkNY10019132563745501(c)(3)$25,999morton amsterdam chair in periodontal prosthesis in the school of dental medicine
Jewish Museum of Florida FIU
301 Washington AvenueMiami BeachFL33139136110872501(c)(3)$25,000General Purpose
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeVisting LectureshipGrantTypeTxt
Recipient1RecipientCnt
Cash Grant$12,500CashGrantAmt

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)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
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 OrgsTotalCompensationRltdOrgsAmt
PETER WILLNER
National Executive Director$417,540$0$0$0$28,569$0$22,950$0$30,329$0$499,388$0
JAMES ROTHKOPF
CHIEF FINANCIAL OFFICER$299,569$0$30,000$0$0$0$22,950$0$36,364$0$388,883$0
BETH MCCOY
National Executive Director$283,647$0$20,000$0$0$0$22,950$0$28,724$0$355,321$0
JANE KAMPTON
CONTROLLER$196,848$0$25,000$0$0$0$18,639$0$35,675$0$276,162$0
INA STRAUSS
DIRECTOR OF MAJOR & MEGA GIFTS$217,587$0$0$0$0$0$9,692$0$13,432$0$240,711$0
MATTHEW ROSS
EXECUTIVE DIRECTOR$178,718$0$7,500$0$0$0$16,905$0$19,864$0$222,987$0
MONICA LOEBL
EXECUTIVE DIRECTOR$161,291$7,500$0$7,388$28,138$204,317
SHERI KAUFER
ASSOCIATE EXECUTIVE DIRECTOR$166,756$0$5,000$0$0$0$15,160$0$19,859$0$206,775$0
HARRIET LASKY
ASSOCIATE EXECUTIVE DIRECTOR$164,227$0$7,500$0$0$0$15,164$0$30,297$0$217,188$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
COMPENSATIONFORM 990, SCHEDULE J, PART I, LINE 1 The spouse of the previous national executive director, Peter Willner, periodically travels with him on business trips. The American Friends of Hebrew University treats these payments as taxable compensation, the amounts of which are included on his Form W-2 and disclosed on this return as other reportable compensation. In addition, the incoming national Executive Director, Beth McCoy, received a housing allowance and a tax gross-up in calendar year 2014. These amounts will be reported on the American Friends of Hebrew University's succeeding Form 990 (09/30/2015).
Form 990, Schedule J, Part I, Line 7Several individuals reported on the organization's Form 990 in Part VII and Schedule J received bonuses in fiscal year 2013. 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 Management Committee. The Management Committee is comprised of the above-mentioned 3 Board members and an additional 17 Board members. The Management 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.

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
Contribution49ContributionCnt
Noncash Contributions Rpt F990$1,380,504NoncashContributionsRptF990Amt
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$5,680NoncashContributionsRptF990Amt
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 ReferenceNoncash ContributionsFormAndLineReferenceDesc
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, secretary, 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. Sheldon Hechtman, Director, and Ellen Klersfeld, Director and member of the investment committee, have a family relationship. significant changes to its governing documents form 990, Part VI, Section A, LIne 4 The Management Committee and Executive committee merged into one committee called the Executive Committee. The composition of the new Executive Committee is limited to no less than thirteen (13) and no more than nineteen (19) members and is to meet once a month.
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 financial department. A copy of the draft Form 990 was reviewed and approved by the Audit Committee and 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 Management Committee for approval. The Management Committee is comprised of the above-mentioned 3 board members and an additional 17 board members. The final approval rests with the Management 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 Management Committee. The final approval rests with the Management 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. Form 990, Part VII National Executive Director, Peter Willner, ended his role as National Executive Director in may of 2014; Beth McCoy succeeded Mr. Willner as National Executive Director and began serving in that capacity in May of 2014.
Form 990 - Board RelationshipsAFHU holds marketable securities with an approximate value of $5,686,000 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 holds a real estate investment with an approximate value of $5,220,227. Board member, Richard Ziman, is a principal with the real estate investment company. Afhu has an interest in a private equity investment with an approximate value of $3,492,158, of which a regional board member, Ken Abramowitz is a principal. AFHU did not pay any consulting fees to either fund and therefore AFHU maintains that both Mr. Ziman and Mr. Abramowitz retain their independence.
other changes in net assetsForm 990, Schedule XI, Line 9 Change in Value of Split Interest agreements $(3,574,616) pension related expenses other than net periodic changes $(159,239) rounding adjustment $1,000 Grants received in FY 2014, but not issued until FY 2015 $(154,765) ------------------------------------------------------------------------ Total $(3,887,621)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1CityForeignAddress/CityCountryForeignAddress/CountryPostal CodeForeignAddress/PostalCodeLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
AFHU CHARITABLE COMMON FUND
one battery park plazanew yorkNY10004133525587Donor AdvisedNY501(c)(3)private fdnNAYes (true)
HEBREW UNIVERSITY OF JERUSALEM
237285905EDUCATION501(c)(3)schoolNAfalseMt Scopus CampusJERUSALEMIS91905IS
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 fundBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypecTransactionTypeTxt
Involved$361,800InvolvedAmt
Method Of Amount DeterminationfmvMethodOfAmountDeterminationTxt