2011-11-14T14:56:13-06:00 2010-12-31 WISS & COMPANY LLP 354 EISENHOWER PARKWAY LIVINGSTON NJ 07039 990 2010-01-01 133014387 THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA SHAL 2122680300 ONE PENN PLAZA NO 1606 NEW YORK NY 10119 JARED L KURTZER 2122680300 2011-11-10 1 JEFF CAMPO 9739949400 2010 2016-03-07 17:11:31Z JARED L KURTZER ONE PENN PLAZA NO 1606 NEW YORK NY 10119 7356337 0 X WWW.HARTMANINSTITUTE.COM X 1978 NY THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA SUPPORTS SHALOM HARTMAN WHICH PUBLISHES EDUCATIONAL BULLETINS AND TREATIES AND ORGANIZES LECTURES & SEMINARS ON THE STUDY OF JEWISH THOUGHT & PHILOSOPHY. 39 39 9 0 0 0 4400724 4019125 0 611624 119398 228394 1127461 0 5647583 4859143 3842000 2475000 0 0 504886 900494 0 0 142639 1039302 1398000 5386188 4773494 261395 85649 6413187 6576973 25425 24181 6387762 6552792 X THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA SUPPORTS SHALOM HARTMAN INSTITUTE (SHI) WHICH PUBLISHES EDUCATIONAL BULLETINS AND TREATISES AND ORGANIZES LECTURES & SEMINARS ON THE STUDY OF JEWISH THOUGHT & PHILOSOPHY. 0 0 3539601 2475000 611624 THE ORGANIZATION PROVIDES GRANTS TO FUND THE PROGRAMS AND PROJECTS OF THE SHALOM HARTMAN INSTITUTE LOCATED IN ISRAEL AS WELL AS SIMILAR PROGRAMS IN THE U.S. THE SHALOM HARTMAN INSTITUTE IS AN EDUCATIONAL AND RELIGIOUS CENTER DEDICATED TO ADVANCED JUDAIC RESEARCH AND EDUCATIONAL LEADERSHIP TRAINING. THE INSTITUTE CONDUCTS LECTURES & SEMINARS ON JEWISH THOUGHT & PHILOSOPHY AND PUBLISHES EDUCATIONAL BULLETINS AND TREATISES TO BROADEN THE HORIZONS OF JEWISH EDUCATION. THE RABBINIC LEADERSHIP INITIATIVE (RLI) IS AN INTENSIVE THREE YEAR PROGRAM THAT TRAINS AN ELITE CADRE OF NORTH AMERICAN RABBIS TO SERVE AS RELIGIOUS AND EDUCATIONAL LEADERS IN THEIR COMMUNITIES. THE PROGRAM ENHANCES RABBIS' ABILITY TO RESPOND TO CONTEMPORARY CHALLENGES AND COMMUNICATE THE VITALITY AND RELEVANCE OF THE JEWISH TRADITION TO THEIR CONGREGANTS. RLI TAKES PLACE IN BOTH ISRAEL AND IN RABBIS' HOME COMMUNITIES. PARTICIPANTS SPEND FOUR MONTHS STUDYING IN ISRAEL - ONE MONTH EACH SUMMER FOR FOUR CONSECUTIVE YEARS. THE DEPARTMENT OF LAY LEADERSHIP EDUCATION PROVIDES A WIDE RANGE OF THOUGHT PROVOKING TEXT-BASED STUDY PROGRAMS AND SEMINARS FOR JEWISH LAY LEADERS OF ALL DENOMINATIONS AND AGES ACROSS NORTH AMERICA. THE DEPARTMENT STRENGTHENS AND EXPANDS THE INTELLECTUAL HORIZONS OF COMMUNITY LEADERS, ENABLING THEM TO RESPOND MORE MEANINGFULLY TO THE CONTEMPORARY ISSUES AND CHALLENGES FACING JEWISH LIFE. THE DEPARTMENT ALSO DEVELOPS STUDY CURRICULA AND WEB-BASED RESOUCES FOR LAY LEADERSHIP. THE NORTH AMERICAN SCHOLARS CIRCLE IS A SELECT GROUP OF SCHOLARS WHO ARE CREATING A NEW THINK TANK TO PROVIDE SOPHISTICATED NEW RESPONSES AND IDEAS TO THE PARTICULAR MORAL AND SPIRITUAL CHALLENGES FACING CONTEMPORARY NORTH AMERICAN JEWRY. OTHER PROGRAMS INCLUDE CONFERENCES, PUBLICATIONS, DVD LECTURES AND SERIES OF OTHER CLASSES. 3539601 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 39 39 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 0 0 0 NY NJ X X TAXPAYER 2122680300 ONE PENN PLAZA NEW YORK NY 10119 ANGELICA BERRIE 1.00 X X 0 0 0 FRED LAFER 3.00 X X 0 0 0 ALAN FISCHER 1.00 X 0 0 0 ALAYNE SULKIN 1.00 X 0 0 0 BERNARD M PLUM 1.00 X 0 0 0 CHARLES GOODMAN 1.00 X 0 0 0 CHARLOTTE NEWBERGER 1.00 X 0 0 0 DONALD FRIEND 1.00 X 0 0 0 ERIC J ZAHLER 1.00 X 0 0 0 ETHAN HORWITZ 1.00 X 0 0 0 JACQUIE BAYLEY 1.00 X 0 0 0 JEFFREY SNYDER 1.00 X 0 0 0 JOEL D TAUBER 1.00 X 0 0 0 JOEL L FLEISHMAN 1.00 X 0 0 0 KAREN GANTZ ZAHLER 1.00 X 0 0 0 LARAINE FISCHER 1.00 X 0 0 0 LESTER POLLACK 1.00 X 0 0 0 LLOYD E COTSEN 1.00 X 0 0 0 MICHAEL NEWBERGER 1.00 X 0 0 0 PAUL S BERGER 1.00 X 0 0 0 PETER A JOSEPH 1.00 X 0 0 0 PHILLIP WACHS 1.00 X 0 0 0 RAE FINEGOOD 1.00 X 0 0 0 RICHARD KAUFMAN 1.00 X 0 0 0 ROBERT MSULKIN 1.00 X 0 0 0 ROBERT P KOGOD 1.00 X 0 0 0 RONALD SEDLEY 1.00 X 0 0 0 SCOTT BERRIE 1.00 X 0 0 0 SHELLEY TAUBER 1.00 X 0 0 0 ROSELYNE C SWIG 1.00 X 0 0 0 SYLVIA KAUFMAN 1.00 X 0 0 0 SIDNEY G FRIEDMAN MD 1.00 X 0 0 0 MARC GARY 1.00 X 0 0 0 MICHELLE GARY 1.00 X 0 0 0 MATT BERLER 1.00 X 0 0 0 DONALD MELTZER 1.00 X 0 0 0 ELIZABETH WOLFE SCHNIER 1.00 X 0 0 0 ALVIN CRAMER SEGAL 1.00 X 0 0 0 BARBARA SEGAL 1.00 X 0 0 0 DOUGLAS WILANSKY 1.00 X 0 0 0 JOSEPH M STEINER 1.00 X 0 0 0 JARED L KURTZER 45.00 X 138385 0 5417 SUZANNE KLING 45.00 X 71646 0 10148 ELHAM COHANIM 45.00 X 119867 0 18238 RABBI ALFREDO F BORODOWSKI 45.00 X 76325 0 0 406223 0 33803 2 0 0 0 DIASPORA EDUCATIONAL CONSULTANTS 11 GEDALYAHU ALON STREET JERUSALEM ISRAEL IS 93113 EDUCATIONAL CONSULTING 400783 1 4019125 4019125 REGISTRATION FEES 611600 379752 379752 RABBINIC ENRICHMENT 611600 135124 135124 LAY LEADERSHIP CONFERE 611600 96748 96748 611624 205897 205897 2519691 2497194 22497 22497 22497 4859143 611624 0 228394 2475000 2475000 301921 36834 245160 19927 524362 79339 411571 33452 25463 3106 20676 1681 48748 5947 39583 3218 25250 25250 44580 44580 122864 14884 99063 8917 91514 91514 123026 23048 28169 71809 38300 38300 13982 6292 7690 77998 77998 FACULTY CONSULTANTS 400783 400783 RABBINIC ENRICHMENT 156625 156625 NORTH AMERICAN SCHOLARS 134004 134004 LAY LEADERSHIP PROGRAM 73077 73077 TICHON PROGRAM EXPENSES 25000 25000 70997 67362 3635 4773494 3539601 1091254 142639 2399779 2037947 154 66980 146368 126204 6930 20164 1390846 1485470 2615478 2966412 6413187 6576973 25425 24181 25425 24181 X 584078 955204 5803684 5597588 6387762 6552792 6413187 6576973 X 85649 79381 X X 0 1 1 X 0 X 5041960 6864924 6412992 4400724 4019125 26739725 5041960 6864924 6412992 4400724 4019125 26739725 11876625 14863100 109234 152387 74572 119122 205897 661212 21250 137672 183275 141866 96748 580811 27981748 1173125 0.53120 0.50680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7789 3078 4711 131637 119656 11981 6942 3470 3472 20164 INVESTMENT IN PARTNERSHIPS 197755 F STATE OF ISRAEL BONDS 1700 F JP MORGAN CHASE & CO 3.125% 12/1/11 307467 F AMERICAN EXPRESS BANK 3.150% 12/9/11 256355 F GOLDMAN SACHS GROUP INC 3.250% 6/15/12 259522 F GENERAL ELECTRIC CAP CORP 2.20% 6/8/12 306717 F JOHN DEERE CAP CORP 2.875% 6/19/12 258310 F WAL-MART STORES INC 3.000% 2/3/14 259833 F SHELL INTL FIN 4.000% 3/21/14 266025 F CHEVRON CORP 3.950% 3/3/14 266890 F SCHERING PLOUGH 6.000% 9/15/17 293690 F JOHNSON & JOHNSON 5.550% 8/15/17 292148 F 2966412 4859143 4773494 85649 79381 79381 165030 4938524 79381 79381 4859143 0 4859143 4773494 0 4773494 0 4773494 1 0 0 0 0 0 0 X MIDDLE EAST AND NORTH AFRICA PUBLISHES EDUCATIONAL BULLETINS AND TREATISES, ORGANIZES LECTURES & SEMINARS ON THE STUDY OF JEWISH THOUGHT & PHILOSOPHY. 2475000 WIRE TRANSFERS 1 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: AMERICAN FRIENDS OF THE SHALOM HARTMAN INSTITUTE ("AFSHI") REQUIRES SHALOM HARTMAN INSTITUTE ("SHI") TO APPLY FOR GRANTS FOR SPECIFIC PROJECTS THAT THE INSTITUTE PLANS TO UNDERTAKE AND APPROVES EACH PROJECT AND THE AMOUNT OF FUNDS TO BE GRANTED INDIVIDUALLY FOR EACH PROJECT. FOR EACH PROJECT, SHI SUBMITS AN APPLICATION TO AFSHI AND SPECIFIES WHAT PROJECT SHI PLANS TO UNDERTAKE WITH THE FUNDS RECEIVED AS WELL AS THE AMOUNT OF FUNDS THAT WOULD BE REQUIRED TO COMPLETE THE PROJECT. THE APPLICATION STATES HOW THE FUNDS RECEIVED WOULD BE ALLOCATED TO THE DIFFERENT PARTS OF THE PROJECT. SHI ALSO SUBMITS GRANT APPLICATIONS WHEN REQUESTING ADDITIONAL FUNDS FOR A SPECIFIC PROJECT THAT WAS PREVIOUSLY APPROVED BY THE BOARD OF DIRECTORS OF AFSHI. THE BOARD MAINTAINS A WRITTEN RECORD OF ITS APPOVAL BY EXECUTING A WRITTEN RESOLUTION OF THE BOARD OF DIRECTORS APPROVING THE GRANT. THE APPROVAL IS BASED ON ITS CONCLUSION THAT THE PROJECT IS IN FURTHERANCE OF AFSHI'S OWN CHARITABLE PURPOSES. ON AN ANNUAL BASIS, THE BOARD MEETS TO REVIEW AND APPROVE GRANT APPLICATIONS SUBMITTED BY SHI. THE TRANSFER OF FUNDS TO SHI IS AUTHORIZED AND COMPLETED UPON APPROVAL OF THE APPLICATION. UPON AUTHORIZATION OF GRANT FUNDS TO SHI FOR A SPECIFIC PROJECT, AFSHI AND SHI EXECUTE A GRANT AGREEMENT WHICH SPELLS OUT THE SPECIFIC PROJECT THAT THE GRANT MAY BE USED FOR, THE AMOUNT OF THE FUNDS GRANTED, AND THE SPECIFIC REPORTS THAT SHI SHALL PROVIDE TO AFSHI. THIS INCLUDES A PERIODIC ACCOUNTING TO SHOW HOW THE FUNDS WERE USED. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP OF BOARD MEMBERS: ANGELICA BERRIE SCOTT BERRIE ALAN A FISCHER LORRAINE FISCHER MARC GARY MICHELLE GARY RICHARD KAUFMAN SYLVIA KAUFMAN MICHAEL NEWBERGER CHARLOTTE NEWBERGER ROBERT SULKIN ALYNE SULKIN JOEL D. TAUBER SHELLEY TAUBER ERIC J. ZAHLER KAREN GANTZ ZAHLER FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT ACT ON THE ORGANIZATIONS BEHALF. FORM 990, PART VI, SECTION B, LINE 11 THE 990 RETURN IS REVIEWED AND SIGNED BY THE VICE PRESIDENT OF THE BOARD OF DIRECTORS. COPIES ARE MADE AVAILABLE TO THE OTHER BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MONITORS CONFLICTS BY REVIEWING ALL VENDORS FOR ANY DIRECT RELATIONSHIP THAT MAY GIVE RISE TO A CONFLICT TO ANY OF THE BOARD MEMBERS AND OR ANY OTHER INDIVIDUALS HAVING INFLUENCE OVER THE BOARD. INDIVIDUALS MUST DECLARE ANY POTENTIAL CONFLICT IN WRITING TO THE BOARD. THE BOARD DETERMINES COMPENSATION BASED ON INDUSTRY STANDARDS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE KEPT AT THE ORGANIZATION'S LOCATION AND CAN BE VIEWED BY ANY INQUIRING PARTY DURING NORMAL OFFICE HOURS. HARD COPIES ARE AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE @ WWW.GUIDESTAR.ORG. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 79,381. PART XI, LINE 1: ACCOUNTING METHOD THE INSTITUTE'S POLICY IS TO PREPARE ITS FINANCIAL STATEMENTS ON THE MODIFIED CASH BASIS OF ACCOUNTING WHICH IS A COMPREHENSIVE BASIS OF ACCOUNTING OTHER THAN GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. CONSEQUENTLY, CERTAIN SUPPORT AND REVENUES AND THE RELATED ASSETS ARE RECOGNIZED WHEN RECEIVED RATHER THAN WHEN EARNED, AND CERTAIN EXPENSES AND CONTRIBUTIONS ARE RECOGNIZED WHEN PAID RATHER THAN WHEN THE OBLIGATION IS INCURRED. FINANCIAL STATEMENT REPORTING FORM 990, PART XI, LIN2C THE ORGANIZATION DID NOT CHANGE THE RESPONSIBILITY OF THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. FORM 990, PAGE 6, PART VI, LINE 8B THERE ARE NO COMMITTEES THAT ACT ON THE ORGANIZATION'S BEHALF.