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 | |||||
| (A)
HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC |
131656651 | 7 | Yes | 0 | 0 | |
|
Total 1
|
0 | 0 | ||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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 | ||||||
| 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. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 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.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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 on 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): |
|||||
| 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 2022 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-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, 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 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART I, LINE 12G | AS SET FORTH IN ITS IRS FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION, THE FOUNDATION FURTHERS THE PURPOSES OF ITS SUPPORTED ORGANIZATION HWZOA, BY IDENTIFYING OTHER ORGANIZATIONS AND PROGRAMS THAT PROMOTE HWZOA'S CHARITABLE GOALS AND, IN PARTICULAR, BY SUPPORTING INNOVATIVE AND CREATIVE PROGRAMS IN ISRAEL AND WITHIN THE AMERICAN JEWISH COMMUNITY WHICH FOCUS ON ISSUES OF PARTICULAR IMPORTANCE TO WOMEN, THEIR HEALTH, EDUCATION AND WELL-BEING, AND THE HEALTH AND WELL-BEING OF THEIR FAMILIES. |
| SCHEDULE A, PART IV, LINE 5A | THE HADASSAH FOUNDATION, INC. IS OPERATED, SUPERVISED AND/OR CONTROLLED BY AND EXCLUSIVELY FOR THE BENEFIT AND SUPPORT OF HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. ("HWZOA"), AND FOR THE SUPPORT OF SUCH OTHER CHARITABLE ORGANIZATIONS WHOSE PURPOSES AND OPERATIONS ARE CONSISTENT WITH THE CHARITABLE MISSION OF HWZOA. HADASSAH MEDICAL RELIEF ASSOCIATION, INC. ("HMRA") EIN 13-6110872 WAS REMOVED AS A SUPPORTED ORGANIZATION OF THE HADASSAH FOUNDATION, INC. BY AN AMENDMENT TO THE BYLAWS OF THE HADASSAH FOUNDATION, INC. AS WELL AS BY A CERTIFICATE OF AMENDMENT OF THE HADASSAH FOUNDATION, INC. FILED WITH THE NEW YORK STATE DEPARTMENT OF STATE DIVISION OF CORPORATIONS, STATE RECORDS AND UNIFORM COMMERCIAL CODE. THE AMENDMENT TO THE CERTIFICATE OF INCORPORATION OF THE HADASSAH FOUNDATION, INC. AND THE AMENDMENT TO THE BYLAWS OF THE HADASSAH FOUNDATION, INC. WERE EACH ADOPTED BY THE BOARD OF DIRECTORS OF THE HADASSAH FOUNDATION, INC. IN ACCORDANCE WITH THE APPROVAL PROCESS SET FORTH IN THE HADASSAH FOUNDATION, INC. BYLAWS. THE REASON FOR THIS CHANGE IS BECAUSE HMRA IS NOW CLASSIFIED BY THE IRS AS A SUPPORTING ORGANIZATION TO HWZOA DESCRIBED IN SECTION 509(A)(3). |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 1 | THE HADASSAH FOUNDATION, INC. (THE "FOUNDATION") IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. THE FOUNDATION'S MISSION IS TO IMPROVE THE STATUS, HEALTH AND WELL BEING OF WOMEN AND GIRLS; BRING THEIR CONTRIBUTIONS, ISSUES AND NEEDS FROM THE MARGINS TO THE CENTER OF JEWISH CONCERN; AND ENCOURAGE AND FACILITATE THEIR ACTIVE PARTICIPATION IN DECISION-MAKING AND LEADERSHIP IN ALL SPHERES OF LIFE. |
| PART V, LINE 2A | HADASSAH FOUNDATION, INC.'S DIRECTOR, IS AN EMPLOYEE OF ITS RELATED ORGANIZATION, HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. (HWZOA, EIN: 13-1656651). HWZOA ALLOCATES THE SALARIES AND RELATED BENEFITS TO HADASSAH FOUNDATION, INC. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE HADASSAH FOUNDATION, INC. IS OPERATED, SUPERVISED AND/OR CONTROLLED BY AND EXCLUSIVELY FOR THE BENEFIT AND SUPPORT OF HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. ("HWZOA"), AND FOR THE SUPPORT OF SUCH OTHER CHARITABLE ORGANIZATIONS WHOSE PURPOSES AND OPERATIONS ARE CONSISTENT WITH THE CHARITABLE MISSION OF HWZOA. HADASSAH MEDICAL RELIEF ASSOCIATION, INC. ("HMRA") EIN 13-6110872 WAS REMOVED AS A SUPPORTED ORGANIZATION OF THE HADASSAH FOUNDATION, INC. BY AN AMENDMENT TO THE BYLAWS OF THE HADASSAH FOUNDATION, INC. AS WELL AS BY A CERTIFICATE OF AMENDMENT OF THE HADASSAH FOUNDATION, INC. FILED WITH THE NEW YORK STATE DEPARTMENT OF STATE DIVISION OF CORPORATIONS, STATE RECORDS AND UNIFORM COMMERCIAL CODE. THE AMENDMENT TO THE CERTIFICATE OF INCORPORATION OF THE HADASSAH FOUNDATION, INC. AND THE AMENDMENT TO THE BYLAWS OF THE HADASSAH FOUNDATION, INC. WERE EACH ADOPTED BY THE BOARD OF DIRECTORS OF THE HADASSAH FOUNDATION, INC. IN ACCORDANCE WITH THE APPROVAL PROCESS SET FORTH IN THE HADASSAH FOUNDATION, INC. BYLAWS. THE REASON FOR THIS CHANGE IS BECAUSE HMRA IS NOW CLASSIFIED BY THE IRS AS A SUPPORTING ORGANIZATION TO HWZOA DESCRIBED IN SECTION 509(A)(3). |
| FORM 990, PART VI, SECTION A, LINE 7A | SIXTY PERCENT OF THE BOARD OF DIRECTORS OF THE HADASSAH FOUNDATION IS ELECTED BY THE BOARD OF DIRECTORS OF HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. (HWZOA), A 501(C)(3) SUPPORTED ORGANIZATION. ALL OTHER DIRECTORS OF THE HADASSAH FOUNDATION ARE ELECTED BY THE BOARD OF DIRECTORS OF THE HADASSAH FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE FOUNDATION AND IN CONSULTATION WITH HWZOA SHARED EMPLOYEES. THE DRAFT PREPARED BY THE ACCOUNTING FIRM IS THEN CAREFULLY REVIEWED BY THE FOUNDATION. A COPY OF THE FINAL FORM 990 IS PROVIDED TO EACH OF THE BOARD MEMBERS PRIOR TO FILING WITH THE IRS. THE FORM 990 IS MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AND IS ALSO ON HADASSAH FOUNDATION'S WEBSITE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR A COPY OF THE CONFLICT OF INTEREST POLICY IS GIVEN TO THE HADASSAH FOUNDATION BOARD AND OFFICERS WHO ARE CURRENTLY SERVING THE ORGANIZATION. THE BOARD AND OFFICERS OF THE FOUNDATION ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. WHEN A CONFLICT ARISES FOR ANY FOUNDATION BOARD MEMBER OR OFFICER, THAT PERSON SHALL DISCLOSE IT IN WRITING TO THE HADASSAH FOUNDATION BOARD FOR REVIEW AND APPROVAL. THE INTERESTED PERSON MAY NOT VOTE ON THE RELATED MATTER, OR PARTICIPATE IN OR BE PRESENT AT THE DISCUSSION. |
| FORM 990, PART VI, SECTION B, LINE 15 | OFFICERS AND KEY EMPLOYEES' SALARIES AND RELATED BENEFITS, IF ANY, ARE PAID BY THE HADASSAH FOUNDATION, INC.'S RELATED ORGANIZATION, HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. [HWZOA, EIN: 13-1656651]. WHEN A NEW OFFICER OR KEY EMPLOYEE IS HIRED, THE ORGANIZATION CONDUCTS A REVIEW OF VARIOUS COMPARABILITY DATA FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, WITH THE ASSISTANCE OF OUTSIDE COUNSEL AND A SEARCH FIRM. THE ORGANIZATION SETS COMPENSATION WITHIN THE RANGE OF THE GOING MARKET RATE. THE COMPENSATION AMOUNT IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD. NO INDIVIDUAL HAVING A CONFLICT OF INTEREST IS PERMITTED TO PARTICIPATE IN THE REVIEW OR DECISION. THESE PROCEDURES ARE DOCUMENTED CONTEMPORANEOUSLY. IN SUBSEQUENT YEARS, AN INDIVIDUAL MAY RECEIVE A SALARY INCREASE AS APPROVED BY THE COMPENSATION COMMITTEE. BONUSES ARE GENERALLY NOT AWARDED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART IX - ALLOCATED EXPENSES | GENERAL EXPLANATION ATTACHMENT SEE RELATED ENTITY'S FORM 990 - HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA [HWZOA]. THERE IS AN OVERHEAD ALLOCATION OF EXPENSES, INCLUDING SALARIES AND RELATED EMPLOYEE BENEFITS, ALL OF WHICH IS PAID BY THE HADASSAH FOUNDATION, INC.'S RELATED ORGANIZATION, HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. [HWZOA] [EIN: 13-1656651]. |
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