-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE RUSSELL BERRIE FOUNDATION
A NEW JERSEY NONPROFIT CORPORATION
Number and street (or P.O. box number if mail is not delivered to street address)
300 FRANK W BURR BLVD BLD E NO 4
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TEANECK
,
NJ
07666
A Employer identification number
22-2620908
B
Telephone number (see instructions)
(201) 928-1880
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
197,426,949
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
15,910
15,910
4
Dividends and interest from securities
...
2,106,628
2,106,628
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
2,064,466
b
Gross sales price for all assets on line 6a
4,106,853
7
Capital gain net income (from Part IV, line 2)
...
2,064,466
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
918,283
918,283
12
Total.
Add lines 1 through 11
........
5,105,287
5,105,287
13
Compensation of officers, directors, trustees, etc.
800,000
105,000
695,000
14
Other employee salaries and wages
......
1,020,000
22,400
997,600
15
Pension plans, employee benefits
.......
269,346
18,854
250,492
16a
Legal fees (attach schedule)
.........
19,234
1,347
17,887
b
Accounting fees (attach schedule)
.......
85,680
5,998
79,682
c
Other professional fees (attach schedule)
....
1,403,871
287,793
1,116,077
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
416,181
61,388
97,946
19
Depreciation (attach schedule) and depletion
...
9,629
674
20
Occupancy
..............
153,517
10,746
142,771
21
Travel, conferences, and meetings
.......
169,238
1,139
168,099
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
691,481
616,260
75,221
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
5,038,177
1,131,599
3,640,775
25
Contributions, gifts, grants paid
.......
13,680,188
17,463,951
26
Total expenses and disbursements.
Add lines 24 and 25
18,718,365
1,131,599
21,104,726
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-13,613,078
b
Net investment income
(if negative, enter -0-)
3,973,688
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
4,243,763
828,939
828,939
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
12,815,679
Less: allowance for doubtful accounts
11,373,400
12,815,679
12,815,679
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
223,416
278,481
278,481
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
171,207,844
179,774,600
179,774,600
14
Land, buildings, and equipment: basis
169,295
Less: accumulated depreciation (attach schedule)
163,907
15,017
5,388
5,388
15
Other assets (describe
)
352,064
3,723,862
3,723,862
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
187,415,504
197,426,949
197,426,949
17
Accounts payable and accrued expenses
..........
80,584
190,933
18
Grants payable
.................
33,965,017
30,181,254
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
741,856
988,948
23
Total liabilities
(add lines 17 through 22)
.........
34,787,457
31,361,135
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
141,254,647
153,250,135
25
Net assets with donor restrictions
............
11,373,400
12,815,679
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
152,628,047
166,065,814
30
Total liabilities and net assets/fund balances
(see instructions)
.
187,415,504
197,426,949
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
152,628,047
2
Enter amount from Part I, line 27a
.....................
2
-13,613,078
3
Other increases not included in line 2 (itemize)
3
30,776,630
4
Add lines 1, 2, and 3
..........................
4
169,791,599
5
Decreases not included in line 2 (itemize)
5
3,725,785
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
166,065,814
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
COMMON STOCK (PUBLICLY TRADED)
b
COMMON STOCK (PUBLICLY TRADED)
c
JVP VIII, L.P.
P
d
IRVING PLACE CAPITAL INVESTORS
P
e
THE SANDERSON INTERNATIONAL FUND
P
THE SANDERSON INTERNATIONAL FUND
P
VPARTNERS III
P
VPARTNERS III
P
VIOLA PARTNERS FUND
P
VIOLA PARTNERS FUND
P
GAMEFLY
P
VIOLA PARTNERS 5
P
HOPLITE
P
OCH ZIFF
P
ONE EAST
P
MILLENNIUM
P
VIOLA PARTNERS II
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
52,469
45,494
6,975
b
1,772,788
1,196,042
576,746
c
96,551
96,551
d
176
176
e
68,143
-68,143
655,679
-655,679
19,909
19,909
343,326
343,326
62,239
62,239
12,640
-12,640
54,511
54,511
20,288
20,288
405,167
405,167
446,148
446,148
15,438
15,438
817,843
817,843
64,389
-64,389
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
6,975
b
576,746
c
96,551
d
176
e
-68,143
-655,679
19,909
343,326
62,239
-12,640
54,511
20,288
405,167
446,148
15,438
817,843
-64,389
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
2,064,466
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
20,285,184
204,057,469
0.099409
2017
17,854,462
205,245,882
0.086991
2016
17,095,849
210,475,936
0.081225
2015
13,479,204
220,476,878
0.061137
2014
12,055,470
235,933,327
0.051097
2
Total
of line 1, column (d)
.....................
2
0.379859
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.075972
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
191,161,188
5
Multiply line 4 by line 3
......................
5
14,522,898
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
39,737
7
Add lines 5 and 6
........................
7
14,562,635
8
Enter qualifying distributions from Part XII, line 4
,.............
8
21,104,726
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
39,737
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
39,737
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
39,737
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
172,654
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
172,654
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
132,917
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
132,917
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
RUSSELLBERRIEFOUNDATION.ORG
14
The books are in care of
ADAM HIRSCH
Telephone no.
(201) 928-1880
Located at
300 FRANK W BURR BLVD BLDG EAST
TEANECK
NJ
ZIP+4
076666704
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
Yes
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
IS
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
No
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
ANGELICA BERRIE
PRESIDENT/TRUSTEE
20.00
0
0
0
C/O THE RUSS BERRIE FD 300 FRANK W
BURR BLVD BLDG EAST
TEANECK
,
NJ
07666
SCOTT BERRIE
VICE PRESIDENT
10.00
0
0
0
C/O THE RUSS BERRIE FD 300 FRANK W
BURR BLVD BLDG EAST
TEANECK
,
NJ
07666
DAVID ROSENBLATT
SECRETARY
5.00
0
0
0
C/O THE RUSS BERRIE FD 300 FRANK W
BURR BLVD BLDG EAST
TEANECK
,
NJ
07666
STEPHEN SEIDEN
TREASURER
10.00
0
0
0
C/O THE RUSS BERRIE FD 300 FRANK W
BURR BLVD BLDG EAST
TEANECK
,
NJ
07666
ILAN KAUFTHAL
TRUSTEE
5.00
0
0
0
C/O THE RUSS BERRIE FD 300 FRANK W
BURR BLVD BLDG EAST
TEANECK
,
NJ
07666
MYRON ROSNER
TRUSTEE
15.00
0
0
0
C/O THE RUSS BERRIE FD 300 FRANK W
BURR BLVD BLDG EAST
TEANECK
,
NJ
07666
RUTH SALZMAN
CEO
40.00
475,000
0
22,658
C/O THE RUSS BERRIE FD 300 FRANK W
BURR BLVD BLDG EAST
TEANECK
,
NJ
07666
ADAM HIRSCH
COO & CFO
40.00
325,000
0
27,763
C/O THE RUSS BERRIE FD 300 FRANK W
BURR BLVD BLDG EAST
TEANECK
,
NJ
07666
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
IDANA GOLDBERG
CPO
40.00
252,500
0
39,461
C/O RUSS BERRIE FD 300 FRANK W BURR
TENANECK
,
NJ
07666
NAOMI SHANK
PROGRAM DIRECTOR
40.00
233,000
0
43,809
C/O RUSS BERRIE FD 300 FRANK W BURR
TENANECK
,
NJ
07666
KAARIN VARON
PROGRAM OFFICER
40.00
119,500
0
37,353
C/O RUSS BERRIE FD 300 FRANK W BURR
TENANECK
,
NJ
07666
JOANN TORTORICI
ACCT. MANAGER
40.00
97,250
0
32,136
C/O RUSS BERRIE FD 300 FRANK W BURR
TENANECK
,
NJ
07666
SUSAN COKE
GRANTS ADMINISTRATOR
40.00
98,000
0
24,277
C/O RUSS BERRIE FD 300 FRANK W BURR
TENANECK
,
NJ
07666
Total
number of other employees paid over $50,000
...................
3
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
PRIME BUCHHOLZ
INVESTMENT CONSULTING
168,973
PO BOX 16011
LEWISTON
,
ME
04243
ARISTOTLE
INVESTMENT MANAGEMENT FEFES
99,099
489 FIFTH AVENUE 10TH FLOOR
NEW YORK
,
NY
10017
MARKS PANETH LLP
ACCOUNTING SERVICES
85,680
685 THIRD AVENUE
NEW YORK
,
NY
10017
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
THE FOUNDATION GRANTED FUNDS TO RBF PHILANTHROPIC SERVICES LTD., A WHOLLY OWNED SUBSIDIARY. RBF PHILANTHROPIC SERVICES, LTD. PROVIDES CERTAIN SERVICES IN CONNECTION WITH THE FOUNDATION'S GRANTMAKING ACTIVITIES IN ISRAEL.
879,130
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
26,011,456
b
Average of monthly cash balances
.......................
1b
2,803,962
c
Fair market value of all other assets (see instructions)
................
1c
165,256,854
d
Total
(add lines 1a, b, and c)
.........................
1d
194,072,272
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
194,072,272
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
2,911,084
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
191,161,188
6
Minimum investment return.
Enter 5% of line 5
..................
6
9,558,059
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
9,558,059
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
39,737
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
39,737
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
9,518,322
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
9,518,322
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
9,518,322
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
21,104,726
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
21,104,726
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
39,737
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
21,064,989
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
9,518,322
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
419,805
b
From 2015
......
2,616,918
c
From 2016
......
6,652,578
d
From 2017
......
7,885,390
e
From 2018
......
10,100,403
f
Total
of lines 3a through e
........
27,675,094
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
21,104,726
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
9,518,322
e
Remaining amount distributed out of corpus
11,586,404
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
39,261,498
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
419,805
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
38,841,693
10
Analysis of line 9:
a
Excess from 2015
....
2,616,918
b
Excess from 2016
....
6,652,578
c
Excess from 2017
....
7,885,390
d
Excess from 2018
....
10,100,403
e
Excess from 2019
....
11,586,404
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ADLER APHASIA CENTER
60 W HUNTER AVE
MAYWOOD
,
NJ
07607
PC
TO FURTHER DONEES EXEMPT PURPOSE
10,000
ADVOCATES FOR CHILDREN OF NEW JERSEY
35 HALSEY ST
NEWARK
,
NJ
07102
PC
TO FURTHER DONEES EXEMPT PURPOSE
20,000
ALEPH SOCIETY INC
25 WEST 45TH STREET SUITE 1405
NEW YORK
,
NY
10036
PC
TO FURTHER DONEES EXEMPT PURPOSE
25,000
AMERICA FRIENDS OF BAR ILAN UNIVERSITY
160 EAST 56TH STREET
NEW YORK
,
NY
10022
PC
TO FURTHER DONEES EXEMPT PURPOSE
150,000
AMERICA-ISRAEL CULTURAL FOUNDATION INC
1140 BROADWAY SUITE 304
NEW YORK
,
NY
10001
PC
TO FURTHER DONEES EXEMPT PURPOSE
50,000
AMERICAN FRIENDS OF CHASDEI LEV
3512 QUENTIN RD STE 200
BROOKLYN
,
NY
11234
PC
TO FURTHER DONEES EXEMPT PURPOSE
25,000
AMERICAN FRIENDS OF ITIM
247 WEST 36TH STREET 5TH FLOOR
NEW YORK
,
NY
10018
PC
TO FURTHER DONEES EXEMPT PURPOSE
100,000
AMERICAN FRIENDS OF RAMBAM MEDICAL CENTER
420 LEXINGTON AVE
NEW YORK
,
NY
10170
PC
TO FURTHER DONEES EXEMPT PURPOSE
10,000
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
1 BATTERY PARK PLAZA
NEW YORK
,
NY
10004
PC
TO FURTHER DONEES EXEMPT PURPOSE
75,000
AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE
38383 WILSHIRE BLVD SUITE 400
BEVERLY HILLS
,
CA
09211
PC
TO FURTHER DONEES EXEMPT PURPOSE
166,667
AMERICAN FRIENDS OF YAHAD IN UNUM
25 WEST 45TH STREET SUITE 1405
NEW YORK
,
NY
10036
PC
TO FURTHER DONEES EXEMPT PURPOSE
180,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 3RD AVE
NEW YORK
,
NY
10017
PC
TO FURTHER DONEES EXEMPT PURPOSE
550,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 EAST 42ND STREET SUITE 400
NEW YORK
,
NY
10017
PC
TO FURTHER DONEES EXEMPT PURPOSE
25,000
AMERICAN SOCIETY FOR TECHNION
55 E 59TH STREET
NEW YORK
,
NY
10022
PC
TO FURTHER DONEES EXEMPT PURPOSE
1,194,155
AMERICA'S GROW A ROW INC
150 PITTSTOWN RD
PITTSTOWN
,
NJ
08867
PC
TO FURTHER DONEES EXEMPT PURPOSE
5,000
ANDREW GOODMAN FOUNDATION
POBOX 394
MAHWAH
,
NJ
07430
PC
TO FURTHER DONEES EXEMPT PURPOSE
55,000
ARNOLD P GOLD FOUNDATION
619 E PALISADE AVENUE 1ST FLOOR
ENGLEWOOD CLIFFS
,
NJ
07632
PC
TO FURTHER DONEES EXEMPT PURPOSE
15,000
ARTWORKS THE NAOMI COHAIN FOUNDATION
96 ENGLE STREET STE 120
ENGLEWOOD
,
NJ
07631
PC
TO FURTHER DONEES EXEMPT PURPOSE
10,000
ASIAN PACIFIC AMERICAN FILM INC
1629 K ST NW SUITE 300
WASHINGTON
,
DC
20006
PC
TO FURTHER DONEES EXEMPT PURPOSE
5,000
BERGEN PERFORMING ARTS CENTER INC
30 N VAN BRUNT ST
ENGLEWOOD
,
NJ
07631
PC
TO FURTHER DONEES EXEMPT PURPOSE
36,000
BERGEN VOLUNTEER MEDICAL INITIATIVE
75 ESSEX ST 100
HACKENSACK
,
NJ
07601
PC
TO FURTHER DONEES EXEMPT PURPOSE
97,500
BRANDEIS UNIVERSITY
PO BOX 9110
WALTHAM
,
MA
02454
PC
TO FURTHER DONEES EXEMPT PURPOSE
50,000
CAMBRIDGE HEALTH ALLIANCE FOUNDATION INC
SOMERVILLE HOSPITAL 33 TOWER STREET
5TH FLOOR
SOMERVILLE
,
MA
02143
PC
TO FURTHER DONEES EXEMPT PURPOSE
50,000
CARING FOR HAWAII NEONATES
POBOX 37182
HONOLULU
,
HI
96837
PC
TO FURTHER DONEES EXEMPT PURPOSE
5,000
CAUCUS EDUCATIONAL CORPORATION INC
75 MIDLAND AVE
MONTCLAIR
,
NJ
07042
PC
TO FURTHER DONEES EXEMPT PURPOSE
202,500
CENTER FOR INTERRELIGIOUS UNDERSTANDING INC
492-C CEDAR LANE PMB 127
TEANECK
,
NJ
07666
PC
TO FURTHER DONEES EXEMPT PURPOSE
10,000
CENTER FOR INTERRELIGIOUS UNDERSTANDING INC
463 BARELL AVE
CARLSTADT
,
NJ
07072
PC
TO FURTHER DONEES EXEMPT PURPOSE
200,000
COLUMBIA UNIVERSITY
116TH STREET AND BROADWAY
NEW YORK
,
NY
10027
PC
TO FURTHER DONEES EXEMPT PURPOSE
2,851,999
COMMUNITY FOOD BANK OF NEW JERSEY
31 EVANS TERMINAL
HILLSIDE
,
NJ
07205
PC
TO FURTHER DONEES EXEMPT PURPOSE
70,000
COUNCIL OF NEW JERSEY GRANTMAKERS
111 WEST STATE STREET
TRENTON
,
NJ
08608
PC
TO FURTHER DONEES EXEMPT PURPOSE
16,253
CRYSTAL BRIDGES MUSEUM OF AMERICAN ART INC
600 MUSEUM WAY
BENTONVILLE
,
AR
72712
PC
TO FURTHER DONEES EXEMPT PURPOSE
10,000
DIABETES RESEARCH INSTITUTE FOUNDATION
200 SOUTH PARK ROAD SUITE 100
HOLLYWOOD
,
FL
33021
PC
TO FURTHER DONEES EXEMPT PURPOSE
10,000
ELISABETH MORROW SCHOOL
435 LYDECKER STREET
ENGLEWOOD
,
NJ
07631
PC
TO FURTHER DONEES EXEMPT PURPOSE
10,000
ENGLEWOOD HOSPITAL AND MEDICAL CENTER FOUNDATION
350 ENGLE STREET
ENGLEWOOD
,
NJ
07631
PC
TO FURTHER DONEES EXEMPT PURPOSE
10,000
FRIENDS OF IR DAVID
575 LEXINGTON AVE FL 4
NEW YORK
,
NY
10022
PC
TO FURTHER DONEES EXEMPT PURPOSE
10,000
FRIENDS OF JCC KRAKOW
74 LAFAYETTE AVE STE 101
SUFFERN
,
NY
10901
PC
TO FURTHER DONEES EXEMPT PURPOSE
25,000
FRIENDS OF OFANIM INC
1255 DRUMMERS LANE STE 200
WAYNE
,
PA
19087
PC
TO FURTHER DONEES EXEMPT PURPOSE
100,000
FRIENDS OF UNITED HATZALAH
300 E 51ST STREET
NEW YORK
,
NY
10022
PC
TO FURTHER DONEES EXEMPT PURPOSE
2,000
FUGEES FAMILY INC
1933 E DUBLIN GRANVILLE RD 117
COLUMBUS
,
OH
43229
PC
TO FURTHER DONEES EXEMPT PURPOSE
5,000
GLYNWOOD CENTER INC
PO BOX 157 362 GLYNWOOD ROAD
COLD SPRING
,
NY
10516
PC
TO FURTHER DONEES EXEMPT PURPOSE
20,000
HACKENSACK UNIVERSITY MEDICAL CENTER
30 PROSPECT AVENUE
HACKENSACK
,
NJ
07601
PC
TO FURTHER DONEES EXEMPT PURPOSE
47,000
HADASSAH ACADEMIC COLLEGE
HANEVIIM 37 HAHAVATSELETE ST 8
JERUSALEM
,
JERUSALEM
IS
PC
TO FURTHER DONEES EXEMPT PURPOSE
167,000
HAND IN HAND AMERICAN FRIENDS OF THE CENTER
POBOX 80102
PORTLAND
,
OR
09728
PC
TO FURTHER DONEES EXEMPT PURPOSE
75,000
HOLY NAME MEDICAL CENTER FOUNDATION
718 TEANECK ROAD
TEANECK
,
NJ
07666
PC
TO FURTHER DONEES EXEMPT PURPOSE
860,000
ICAHN SCHOOL OF MEDICINE
ONE GUSTAVE LEVY PLACE
NEW YORK
,
NY
10029
PC
TO FURTHER DONEES EXEMPT PURPOSE
96,000
IMPACT CUBED
441 SAXONY ROAD BARN 2
ENCINITAS
,
CA
92024
PC
TO FURTHER DONEES EXEMPT PURPOSE
55,000
INSTITUTE OF INTERNATIONAL EDUCATION
5 WEST 37TH STREET
NEW YORK
,
NY
10018
PC
TO FURTHER DONEES EXEMPT PURPOSE
882,655
INTERNATIONAL DOMINICAN FOUNDATION
1 GALLERIA BLVD
METAIRIE
,
LA
70001
PC
TO FURTHER DONEES EXEMPT PURPOSE
10,000
INTERNATIONAL INSTITUTE OF RURAL RECONSTRUCTION
601 W 26TH STREET 325-1
NEW YORK
,
NY
10001
PC
TO FURTHER DONEES EXEMPT PURPOSE
5,000
JCC ON THE PALISADES
411 EAST CLINTON AVENUE
TENAFLY
,
NJ
07670
PC
TO FURTHER DONEES EXEMPT PURPOSE
50,000
JERUSALEM FOUNDATION
420 LEXINGTON AVE 1645
NEW YORK
,
NY
10170
PC
TO FURTHER DONEES EXEMPT PURPOSE
50,000
JEWISH COMMUNITY CENTER OF METROWEST INC
LEON TOBY COOPERMAN BUILDING 760
NORTHFIELD AVE
WEST ORANGE
,
NJ
07052
PC
TO FURTHER DONEES EXEMPT PURPOSE
119,500
JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA
520 EIGHTH AVENUE 4TH FLOOR
NEW YORK
,
NY
10018
PC
TO FURTHER DONEES EXEMPT PURPOSE
30,000
JEWISH COMMUNITY PROJECT OF LOWER MANHATTAN
146 DUANE STREET
NEW YORK
,
NY
10013
PC
TO FURTHER DONEES EXEMPT PURPOSE
30,000
JEWISH FAMILY & CHILDREN'S SERVICES OF NORTHERN NEW JERSEY
1485 TEANECK ROAD
TEANECK
,
NJ
07666
PC
TO FURTHER DONEES EXEMPT PURPOSE
111,000
JEWISH FAMILY AND CHILDREN'S SERVICES OF NORTHERN NEW JERSEY
1485 TEANECK ROAD 2
TEANECK
,
NJ
07666
PC
TO FURTHER DONEES EXEMPT PURPOSE
25,000
JEWISH FEDERATION OF GREATER METROWEST NJ
901 ROUTE 10 PO BOX 929
WHIPPANY
,
NJ
07981
PC
TO FURTHER DONEES EXEMPT PURPOSE
15,000
JEWISH FEDERATION OF GREATER PITTSBURGH
234 MCKEE PL
PITTSBURGH
,
PA
15213
PC
TO FURTHER DONEES EXEMPT PURPOSE
23,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVE
PARAMUS
,
NJ
07652
PC
TO FURTHER DONEES EXEMPT PURPOSE
2,095,000
JEWISH FEDERATION OF SOUTHERN NJ
1301 SPRINGDALE RD STE 200
CHERRY HILL
,
NJ
08003
PC
TO FURTHER DONEES EXEMPT PURPOSE
5,000
JEWISH HOME FOUNDATION OF NORTH JERSEY
10 LINK DRIVE
ROCKLEIGH
,
NJ
07647
PC
TO FURTHER DONEES EXEMPT PURPOSE
174,000
JEWISH JUMPSTART
2801 OCEAN PARK BLVD
SANTA MONICA
,
CA
90405
PC
TO FURTHER DONEES EXEMPT PURPOSE
10,000
JEWISH NATIONAL FUND INC
78 RANDALL AVENUE
ROCKVILLE CENTRE
,
NY
11570
PC
TO FURTHER DONEES EXEMPT PURPOSE
18,000
JEWISH SERVICE FOR THE DEVELOPMENTALLY DISABLED OF METROWEST INC
270 PLEASANT VALLEY WAY
WEST ORANGE
,
NJ
07052
PC
TO FURTHER DONEES EXEMPT PURPOSE
5,000
KBY CONGREGATIONS TOGETHER
POBOX 23170
BROOKLYN
,
NY
11202
PC
TO FURTHER DONEES EXEMPT PURPOSE
5,000
MAOZ-SEAL
4 HAMELACHA ST
LOD
7152008
IS
PC
TO FURTHER DONEES EXEMPT PURPOSE
675,000
MEET INTERNATIONAL
177 HUNTINGTON AVENUE SUITE 1703
BOSTON
,
MA
02115
PC
TO FURTHER DONEES EXEMPT PURPOSE
10,000
MOISHE HOUSE
441 SAXONY ROAD BARN 2
ENCINITAS
,
CA
92024
PC
TO FURTHER DONEES EXEMPT PURPOSE
20,000
MOVING TRADITIONS
8380 OLD YORK ROAD STE 4300
ELKINS PARK
,
PA
19027
PC
TO FURTHER DONEES EXEMPT PURPOSE
50,000
NAOMI BERRIE DIABETES CENTER AT COLUMBIA UNIVERSITY IRVING MEDICAL CENTER
RUSS BERRIE MEDICAL SCIENCE
PAVILION 1150 ST NICHOLAS AVE
NEW YORK
,
NY
10032
PC
TO FURTHER DONEES EXEMPT PURPOSE
40,000
NATIONAL CONFERENCE ON SOVIET JEWRY
1120 20TH ST NW SUITE 300N
WASHINGTON
,
DC
20036
PC
TO FURTHER DONEES EXEMPT PURPOSE
15,000
NEW ISRAEL FUND
6 EAST 39TH STREET SUITE 301
NEW YORK
,
NY
100160112
PC
TO FURTHER DONEES EXEMPT PURPOSE
206,000
NEW JERSEY HEALTH CARE QUALITY INSTITUTE
3628 US HIGHWAY 1
PRINCETON
,
NJ
08540
PC
TO FURTHER DONEES EXEMPT PURPOSE
20,000
NEW JERSEY PERFORMING ARTS CENTER
1 CENTER STREET
NEWARK
,
NJ
071024501
PC
TO FURTHER DONEES EXEMPT PURPOSE
25,000
PASCACK VALLEY MEALS ON WHEELS
100 MADISON AVE
WESTWOOD
,
NJ
07675
PC
TO FURTHER DONEES EXEMPT PURPOSE
1,500
PATRONS OF THE ARTS IN THE VATICAN MUSEUMS NORTH AMERICAN SERVICES
835 NORTH RUSH STREET
CHICAGO
,
IL
60611
PC
TO FURTHER DONEES EXEMPT PURPOSE
5,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVENUE SUITE 1501
NEW YORK
,
NY
10017
PC
TO FURTHER DONEES EXEMPT PURPOSE
426,000
POLYPHONY EDUCATION LTD
631 THIRD AVENUE SUITE 1501
NEW YORK
,
NY
10018
PC
TO FURTHER DONEES EXEMPT PURPOSE
50,000
PRIMARY CARE DEVELOPMENT CORPORATION
45 BROADWAY STE 530
NEW YORK
,
NY
10006
PC
TO FURTHER DONEES EXEMPT PURPOSE
5,000
PRINCETON UNIVERSITY
701 CARNEGIE CTR
PRINCETON
,
NJ
08540
PC
TO FURTHER DONEES EXEMPT PURPOSE
110,000
RAMAPO COLLEGE FOUNDATION
505 RAMAPO VALLEY ROAD
MAHWAH
,
NJ
07430
PC
TO FURTHER DONEES EXEMPT PURPOSE
547,322
REUT USA
8383 WILSHIRE BLVD SUITE 400
BEVERLY HILLS
,
CA
90211
PC
TO FURTHER DONEES EXEMPT PURPOSE
50,000
RISING TIDE CAPITAL INC
384 MARTIN LUTHER KING DRIVE
JERSEY CITY
,
NJ
07305
PC
TO FURTHER DONEES EXEMPT PURPOSE
75,000
ROSIE'S THEATER KIDS INC
445 WEST 45TH STREET
NEW YORK
,
NY
10036
PC
TO FURTHER DONEES EXEMPT PURPOSE
20,000
ROTHSCHILD CESAREA FOUNDATION
7 HAESHEL STREET SOUTHERN INDUSTRIA
PARK
CAESAREA
30795
IS
PC
TO FURTHER DONEES EXEMPT PURPOSE
125,000
SCHOOL OF THE FUTURE PARENTS ASSOCIATION
127 EAST 22ND STREET
NEW YORK
,
NY
10010
PC
TO FURTHER DONEES EXEMPT PURPOSE
20,000
SEFARIA INC
195 MONTAGUE ST 14TH FLOOR
BROOKLYN
,
NY
11201
PC
TO FURTHER DONEES EXEMPT PURPOSE
90,000
SERVICES FOR CHILDREN WITH HIDDEN INTELLIGENCE (SCHI)
1771 MADISON AVENUE SUITE 8
LAKEWOOD
,
NJ
08701
PC
TO FURTHER DONEES EXEMPT PURPOSE
35,000
SHALOM HARTMAN INSTITUTE
11 GEDALYAHU ALON STREET
JERUSALEM
IS
NC
TO FURTHER DONEES EXEMPT PURPOSE
1,500,000
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450
NEW YORK
,
NY
10115
PC
TO FURTHER DONEES EXEMPT PURPOSE
500,000
SHEBA FUND FOR HEALTH SERVICES
575 MADISON AVENUE 10TH FLOOR
NEW YORK
,
NY
10022
PC
TO FURTHER DONEES EXEMPT PURPOSE
200,000
SISTERHOOD OF SALAAM SHALOM
PO BOX 7117
NORTH BRUNSWICK
,
NJ
08902
PC
TO FURTHER DONEES EXEMPT PURPOSE
35,000
STANFORD UNIVERSITY
326 GALVEZ ST
STANFORD
,
CA
94305
PC
TO FURTHER DONEES EXEMPT PURPOSE
15,000
START UP NATION CENTRAL
28 LILIENBLUM STREET
TEL AVIV
,
TEL AVIV
IS
PC
TO FURTHER DONEES EXEMPT PURPOSE
710,000
STONE BARNS CENTER FOR FOOD AND AGRICULTURE
630 BEDFORD ROAD
POCANTICO HILLS
,
NY
10591
PC
TO FURTHER DONEES EXEMPT PURPOSE
15,000
SUMMER SEARCH
101 HOWARD STREETS SUITE 250
SAN FRANCISCO
,
CA
94105
PC
TO FURTHER DONEES EXEMPT PURPOSE
10,000
SYLVIA CENTER INC
PO BOX 931
NEW YORK
,
NY
10014
PC
TO FURTHER DONEES EXEMPT PURPOSE
5,000
TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING
55 BROAD STREET 17TH FLOOR
NEW YORK
,
NY
10004
PC
TO FURTHER DONEES EXEMPT PURPOSE
25,000
TEL HAI COLLEGE
UPPER GALILEE 1220800 KIRYAT SHMONA
HAZAFON
IS
PC
TO FURTHER DONEES EXEMPT PURPOSE
125,000
THE CHILD CENTER OF NY INC
118-35 QUEENS BOULEVARD 6TH FLOOR
FOREST HILLS
,
NY
11375
PC
TO FURTHER DONEES EXEMPT PURPOSE
5,000
TURN THE PAGE NNJ INC
179 CAHIL CROSS RD STE 204
WEST MILFORD
,
NJ
07480
PC
TO FURTHER DONEES EXEMPT PURPOSE
5,000
VILLAGE COMMUNITY SCHOOL
272-278 WEST 10TH STREET
NEW YORK
,
NY
10014
PC
TO FURTHER DONEES EXEMPT PURPOSE
30,000
VOLUNTEER CENTER OF BERGEN COUNTY
764 PASSAIC ST
HACKENSACK
,
NJ
07601
PC
TO FURTHER DONEES EXEMPT PURPOSE
40,000
WILLIAM PATERSON UNIVERSITY OF NEW JERSEY FOUNDATION
ATRIUM 300 POMPTON ROAD
WAYNE
,
NJ
07470
PC
TO FURTHER DONEES EXEMPT PURPOSE
87,900
YOUNG JUDAEA GLOBAL INC
575 EIGHTH AVENUE 11TH FLOOR
NEW YORK
,
NY
100183549
PC
TO FURTHER DONEES EXEMPT PURPOSE
10,000
YOUNG JUDAEA GLOBAL INC
575 EIGHTH AVENUE 11TH FLOOR
NEW YORK
,
NY
100183549
PC
TO FURTHER DONEES EXEMPT PURPOSE
100,000
Total
.................................
3a
17,463,951
b
Approved for future payment
ADIRONDACK CAMP
302 WARRICK RD
PUTNAM STATION
,
NY
12861
PC
TO FURTHER DONEES EXEMPT PURPOSE
25,000
ALPHA EPSILON PI FDTN
8815 WESLEYAN ROAD
INDIANAPOLIS
,
IN
46268
PC
TO FURTHER DONEES EXEMPT PURPOSE
5,000
AMERICA-ISRAEL CULTURAL FOUNDATION
1140 BROADWAY 304
NEW YORK
,
NY
10001
PC
TO FURTHER DONEES EXEMPT PURPOSE
25,000
AMERICAN FRIENDS ISRAEL SPORT
ONE NORTHFIELD PLAZA SUITE 300
NORTHFIELD
,
IN
60093
PC
TO FURTHER DONEES EXEMPT PURPOSE
15,000
AMERICAN FRIENDS OF BAR ILAN UNIVERSITY
160 EAST 56TH STREET 5TH FLOOR
NEW YORK
,
NY
10022
PC
TO FURTHER DONEES EXEMPT PURPOSE
150,000
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
1 BATTERY PARK PLAZA
NEW YORK
,
NY
10004
PC
TO FURTHER DONEES EXEMPT PURPOSE
75,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 3RD AVE
NEW YORK
,
NY
10017
PC
TO FURTHER DONEES EXEMPT PURPOSE
111,000
AMERICAN SOCIETY FOR TECHNION
55 E 59TH STREET
NEW YORK
,
NY
10022
PC
TO FURTHER DONEES EXEMPT PURPOSE
1,010,000
ANTI DEFAMATION LEAGUE
605 3RD AVENUE
NEW YORK
,
NY
10158
PC
TO FURTHER DONEES EXEMPT PURPOSE
50,000
BERGEN FAMILY CENTER
10 BANTA PL STE 2
HACKENSACK
,
NJ
07601
PC
TO FURTHER DONEES EXEMPT PURPOSE
20,000
BERGEN PERFORMING ARTS CENTER INC
30 N VAN BRUNT ST
ENGLEWOOD
,
NJ
07631
PC
TO FURTHER DONEES EXEMPT PURPOSE
30,000
CITMEALS ON WHEELS
355 LEXINGTON AVE 3
NEW YORK
,
NY
10017
PC
TO FURTHER DONEES EXEMPT PURPOSE
40,000
CITY OF GARFIELD
111 OUTWATER LANE
GARFIELD
,
NJ
07026
NC
TO FURTHER DONEES EXEMPT PURPOSE
20,000
COJECO
729 SEVENTH AVE 9TH FLOOR
NEW YORK
,
NY
10019
PC
TO FURTHER DONEES EXEMPT PURPOSE
50,000
COLUMBIA UNIVERSITY
116TH STREET AND BROADWAY
NEW YORK
,
NY
10027
PC
TO FURTHER DONEES EXEMPT PURPOSE
1,175,000
COLUMBIA UNIVERSITY IRVING MEDICAL
622 W 168TH STREET
NEW YORK
,
NY
10032
PC
TO FURTHER DONEES EXEMPT PURPOSE
10,000
COUNTY OF BERGEN DEPARTMENT OF HUMAN SERVICES
ONE BERGEN COUNTY PLAZA 2ND FLOOR
HACKENSACK
,
NJ
07601
PC
TO FURTHER DONEES EXEMPT PURPOSE
20,000
EMORY UNIVERSITY
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
PC
TO FURTHER DONEES EXEMPT PURPOSE
10,000
ENGLEWEED HEALTH DEPARTMENT
73 S VAN BRUNT ST
ENGLEWOOD
,
NJ
07631
PC
TO FURTHER DONEES EXEMPT PURPOSE
20,000
FEDERATION CIA
1112 16TH STREET NW SUITE 400
WASHINGTON
,
DC
20036
PC
TO FURTHER DONEES EXEMPT PURPOSE
15,000
FRIENDS OF BEZALEL ACADEMY ARTS AND DESIGN INC
370 LEXINGTON AVENUE SUITE 1612
NEW YORK
,
NY
10017
PC
TO FURTHER DONEES EXEMPT PURPOSE
25,000
FRIENDS OF JCC KRAKOW
74 LAFAYETTE AVE 101
SUFFERN
,
NY
10901
PC
TO FURTHER DONEES EXEMPT PURPOSE
20,000
INSTITUTE OF INTERNATIONAL EDUCATION
5 WEST 37TH STREET
NEW YORK
,
NY
10018
PC
TO FURTHER DONEES EXEMPT PURPOSE
3,100,000
ITREK
1460 BROADWAY
NEW YORK
,
NY
10036
PC
TO FURTHER DONEES EXEMPT PURPOSE
60,000
JESPY HOUSE
102 PROSPECT ST
SOUTH ORANGE
,
NJ
07079
PC
TO FURTHER DONEES EXEMPT PURPOSE
15,000
JEWISH COMMUNITY METROWEST
901 ROUTE 10 PO BOX 929
WHIPPANY
,
NJ
07981
PC
TO FURTHER DONEES EXEMPT PURPOSE
24,500
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DR
PARAMUS
,
NJ
07652
PC
TO FURTHER DONEES EXEMPT PURPOSE
805,000
JEWISH FUNDERS NETWORK
150 W 30TH STREET
NEW YORK
,
NY
10001
PC
TO FURTHER DONEES EXEMPT PURPOSE
40,000
JEWISH NATIONAL FUND
42 E 69TH STREET
NEW YORK
,
NY
10021
PC
TO FURTHER DONEES EXEMPT PURPOSE
7,000
JEWISH SERVICE METROWEST
7 GLENWOOD AVE
EAST ORANGE
,
NJ
97917
PC
TO FURTHER DONEES EXEMPT PURPOSE
5,000
MAOZ-SEAL
4 HAMELACHA ST
LOD
7152008
IS
PC
TO FURTHER DONEES EXEMPT PURPOSE
375,000
MOVING TRADITIONS
8380 OLD YORK ROAD STE 4300
ELKINS PARK
,
PA
19027
PC
TO FURTHER DONEES EXEMPT PURPOSE
25,000
NATIONAL CONFERENCE ON SOVIET
1120 20TH STREET NW SUITE 300N
WASHINGTON
,
DC
20036
PC
TO FURTHER DONEES EXEMPT PURPOSE
25,000
NATIONAL LIBRARY OF ISRAEL
25 WEST 45TH STREET SUITE 1405
NEW YORK
,
NY
10036
PC
TO FURTHER DONEES EXEMPT PURPOSE
150,000
NBDC
6708 PINE STREET
OMAHA
,
NE
68182
PC
TO FURTHER DONEES EXEMPT PURPOSE
60,000
NEW ISRAEL FUND
2100 M STREET NW
WASHINGTON
,
DC
20037
PC
TO FURTHER DONEES EXEMPT PURPOSE
25,000
PEF ISRAEL
629 THIRD AVENUE SUITE 1501
NEW YORK
,
NY
10017
PC
TO FURTHER DONEES EXEMPT PURPOSE
200,000
POLYPHONY EDUCATION LTD
632 THIRD AVENUE SUITE 1501
NEW YORK
,
NY
10019
PC
TO FURTHER DONEES EXEMPT PURPOSE
50,000
PRINCETON UNIVERSITY
701 CARNEGIE CTR
PRINCETON
,
NJ
08540
PC
TO FURTHER DONEES EXEMPT PURPOSE
75,000
RAMAPO COLLEGE FOUNDATION
505 RAMAPO VALLEY ROAD
MAHWAH
,
NJ
07430
PC
TO FURTHER DONEES EXEMPT PURPOSE
50,000
SANDRA & ARNOLD GOLD HUMANISM
619 E PALISADE AVENUE
ENGLEWOOD CLIFFS
,
NJ
07632
PC
TO FURTHER DONEES EXEMPT PURPOSE
30,000
SEFARIA INC
196 MONTAGUE ST 14TH FLOOR
BROOKLYN
,
NY
11202
PC
TO FURTHER DONEES EXEMPT PURPOSE
110,000
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450
NEW YORK
,
NY
10115
PC
TO FURTHER DONEES EXEMPT PURPOSE
200,000
STANFORD UNIVERSITY
450 SERRA MALL
STANFORD
,
CA
94305
PC
TO FURTHER DONEES EXEMPT PURPOSE
15,000
SUSTAINABLE JERSEY
PO BOX 7718
EWING
,
NJ
08628
PC
TO FURTHER DONEES EXEMPT PURPOSE
60,000
TEL HAI COLLEGE
UPPER GALILEE 1220800 KIRYAT SHMONA
HAZAFON
IS
PC
TO FURTHER DONEES EXEMPT PURPOSE
125,000
THE JEWISH AGENCY FOR ISRAEL
633 3RD AVE 21ST FLOOR
NEW YORK
,
NY
10017
PC
TO FURTHER DONEES EXEMPT PURPOSE
50,000
Total
.................................
3b
8,602,500
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
15,910
4
Dividends and interest from securities
....
14
2,106,628
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
523000
370
14
917,913
8
Gain or (loss) from sales of assets other than
inventory
............
18
2,064,466
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
370
5,104,917
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
5,105,287
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description