Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 61,471,201 | 71,717,381 | 69,833,945 | 78,152,040 | 85,020,986 | 366,195,553 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 61,471,201 | 71,717,381 | 69,833,945 | 78,152,040 | 85,020,986 | 366,195,553 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 366,195,553 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 61,471,201 | 71,717,381 | 69,833,945 | 78,152,040 | 85,020,986 | 366,195,553 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 4,024 | 9,464 | 78 | 326,062 | 404,174 | 743,802 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 9,579,337 | 8,305,556 | 9,451,458 | 13,830,477 | 2,379,689 | 43,546,517 |
| 11 | Total support. Add lines 7 through 10 | 410,485,872 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2020 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2020 |
(iii) Distributable Amount for 2020 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2020 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2020: | ||||
| a From 2015....... | ||||
| b From 2016....... | ||||
| c From 2017....... | ||||
| d From 2018....... | ||||
| e From 2019....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2020 distributable amount | ||||
|
i
Carryover from 2015 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2020 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2020 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2021. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2016..... | ||||
| b Excess from 2017..... | ||||
| c Excess from 2018..... | ||||
| d Excess from 2019..... | ||||
| e Excess from 2020..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FUNDRAISING EVENTS - 2016 AMOUNT: $ 9,579,337. 2017 AMOUNT: $ 8,305,556. 2018 AMOUNT: $ 9,411,913. 2019 AMOUNT: $ 13,830,477. 2020 AMOUNT: $ 2,158,606. GROSS SALES OF INVENTORY - 2018 AMOUNT: $ 39,545. MISCELLANEOUS INCOME - 2020 AMOUNT: $ 177,775. MARKETING AND COMMUNICATIONS - 2020 AMOUNT: $ 43,308. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| GENERAL STATEMENT ABOUT THE IMPACT OF COVID-19 ON THE FOUNDATION: | ADL HAS CONTINUED ITS OPERATIONS AND PROGRAMS, INCLUDING INTRODUCING NEW ONLINE VIRTUAL PROGRAMMING, WHILE WORKING REMOTELY AS A RESULT OF THE CORONAVIRUS PANDEMIC (COVID-19). THE COVID-19 PANDEMIC HAS NEGATIVELY AFFECTED NATIONAL, STATE AND LOCAL ECONOMIES AND GLOBAL FINANCIAL MARKETS. WHILE THE FINANCIAL IMPACT ON ADL CANNOT BE QUANTIFIED AT THIS TIME, THE FOUNDATION DOES NOT ANTICIPATE THAT THE PANDEMIC WILL HAVE A MATERIAL ADVERSE EFFECT ON THE CURRENT AND FUTURE FINANCIAL PROFILE AND OPERATING PERFORMANCE OF ADL. AS IT MONITORS THE COURSE OF THE PANDEMIC, ADL WILL CONTINUE TO DO EVERYTHING IT CAN CAN TO HELP ITS STAFF AND SUPPORTERS TO COPE WITH THE COMPLEXITIES OF RUNNING A NONPROFIT ORGANIZATION DURING A GLOBAL PANDEMIC. ADL IS PREPARED TO TAKE ADDITIONAL MEASURE, IF NECESSARY, TO ENSURE THE CONTINUED HEALTH AND SAFETY OF ADL'S STAFF WHILE CONTINUING TO FULFILL ITS ORGANIZATIONAL MISSION. AS OF APRIL 28, 2020, ADL RECEIVED A $7,400,615 LOAN FOR THE PAYCHECK PROTECTION PROGRAM (PPP). THE PROCEEDS FROM THE LOAN WERE USED TO PAY PAYROLL, RENT AND UTILITIES. ADL APPLIED FOR FORGIVENESS IN MAY 2021 IN ACCORDANCE WITH THE PROVISIONS FOR LOAN FORGIVENESS. DURING JULY 2021, THE APPLICATION FOR FORGIVENESS WAS APPROVED. AS OF DECEMBER 31, 2020, THE BALANCE IS RECORDED IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION IN PAYROLL PROTECTION PROGRAM LOAN PAYABLE. |
| FORM 990, PART III, LINE 2 | DURING 2020, ADL IMPLEMENTED THE MARKETING AND COMMUNICATIONS PROGRAM WHICH WORKS TO ADVOCATE AGAINST INJUSTICES. |
| FORM 990, PART III, LINE 3 | DURING 2020, ADL COMBINED THE CENTER OF TECHNOLOGY AND SOCIETY PROGRAM INTO THE CENTER OF EXTREMISM (COE) PROGRAM. THE SUPPORT OF ISRAEL PROGRAM COMBINED INTO THE INTERNATIONAL AFFAIRS PROGRAM. |
| FORM 990, PART VI, SECTION A, LINE 1 | BEFORE 2018, ADL WAS GOVERNED BY ITS NATIONAL COMMISSION. COMMENCING IN 2018, ADL IS GOVERNED BY ITS BOARD OF DIRECTORS. THE BOARD'S EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | COPIES OF THE DRAFT FORM 990 WERE PROVIDED TO THE MEMBERS OF ADL'S AUDIT COMMITTEE, WHICH REVIEWED AND APPROVED IT AT ITS FALL 2021 MEETING. SUBSEQUENT TO THE MEETING, AN EMAIL WAS SENT TO ADL'S BOARD OF DIRECTORS PROVIDING THEM WITH A COPY OF THE FORM 990 FOR THEIR REVIEW BEFORE IT IS FILED WITH THE IRS ON OR ABOUT NOVEMBER 15, 2021. |
| FORM 990, PART VI, SECTION B, LINE 12C | ADL HAS A WRITTEN CONFLICT OF INTEREST POLICY APPROVED BY THE BOARD OF DIRECTORS THAT REQUIRES ITS OFFICERS, DIRECTORS, AND EMPLOYEES TO ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF INTEREST, THOSE OF THEIR FAMILY MEMBERS AND OF OTHER INTERESTED PARTIES. THIS DISCLOSURE FORM IS DISTRIBUTED BY THE ORGANIZATION'S TALENT AND KNOWLEDGE DEPARTMENT (T&K) TO ALL STAFF ON AN ANNUAL BASIS. T&K ENSURES THAT ALL FORMS ARE COMPLETED. ADL'S SVP, TALENT OF KNOWLEDGE AND GENERAL COUNSEL REVIEW THE FORMS FOR CONFLICTS; SENIOR STAFF CONFLICTS ARE REPORTED TO THE AUDIT COMMITTEE. THE DISCLOSURE FORM IS DISTRIBUTED BY THE LEADERSHIP DIVISION TO THE MEMBERS OF THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. A SUMMARY AND THE NOTED FINDINGS ARE THEN REVIEWED BY THE GENERAL COUNSEL AND SVP, FINANCE & ACCOUNTING, WHO THEN PROVIDE ALL DISCLOSURES TO THE AUDIT COMMITTEE FOR FURTHER REVIEW. THE AUDIT COMMITTEE REVIEWS AND DETERMINES BY MAJORITY VOTE WHETHER A CONFLICT EXISTS. IF A CONFLICT IS NOTED INVOLVING A MEMBER OF THE AUDIT COMMITTEE, THAT PERSON RECUSES HIM/HERSELF FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | ADL'S PROCESS FOR DETERMINING THE COMPENSATION OF OTHER OFFICERS AND ALL KEY EMPLOYEES INCLUDES CONSULTATION WITH AN INDEPENDENT COMPENSATION CONSULTANT THAT PERFORMS A COMPENSATION MARKET STUDY AND PROVIDES SALARY STRUCTURE GRADING. THIS IS REVIEWED AND A DECISION IS MADE BY THE ADL BOARD CHAIR WHO PRESENTS A RECOMMENDATION TO THE EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE MAKES A DECISION ON THE RECOMMENDATION, AS DOCUMENTED IN THE COMMITTEE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF ADL AND THE ADL FOUNDATION AND THE ANNUAL REPORT ARE MADE AVAILABLE TO THE PUBLIC THROUGH A DIRECT LINK ON THE ADL WEBSITE, (WWW.ADL.ORG). FURTHERMORE, A FULL SET OF THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF ADL AND THE ADL FOUNDATION IS AVAILABLE UPON REQUEST AS INDICATED ON THE ADL WEBSITE AND IN THE ANNUAL REPORT. THE ARTICLES OF INCORPORATION ARE AVAILABLE AT THE DEPARTMENT OF CONSUMER AND REGULATORY AFFAIRS IN WASHINGTON, DC. |
| FORM 990, PART VII, SECTION A, LINE 1: | THE BOARD LIST IS ONLY SHOWING VOTING MEMBERS. |
| FORM 990, PART XI, LINE 9: | NET PERIODIC BENEFIT COST -1,315,759. PENSION CHARGE OTHER THAN NET PERIODIC BENEFIT COST -938,953. OTHER BOOK-TAX DIFFERENCE -6,699,264. |
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| Software Version: |