Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 48
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TEANECK, NJ07666
A Employer identification number

22-2620908
B Telephone number (see instructions)

(201) 928-1880
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$171,342,100J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 314 314  
4 Dividends and interest from securities... 1,541,914 1,541,914  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
15,611,370
b Gross sales price for all assets on line 6a 22,847,252
7 Capital gain net income (from Part IV, line 2)... 15,607,351
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)....... Click to see attachment
List of Attached Documents:
// Content
317,142 215,433  
12 Total. Add lines 1 through 11........ 17,470,740 17,365,012  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 800,000 116,000   684,000
14 Other employee salaries and wages...... 1,095,200 106,782   988,418
15 Pension plans, employee benefits....... 371,072 36,180   334,892
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
16,340 1,593   14,747
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
87,500 8,531   78,969
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,901,651 1,533,553   1,368,098
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
151,235 48,686   102,549
19 Depreciation (attach schedule) and depletion... 115,900 11,300  
20 Occupancy.............. 274,700 26,783   247,917
21 Travel, conferences, and meetings....... 157,005 15,308   141,697
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
102,285 9,973   92,312
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,072,888 1,914,689   4,053,599
25 Contributions, gifts, grants paid....... 7,443,000 14,093,512
26 Total expenses and disbursements. Add lines 24 and 25 13,515,888 1,914,689   18,147,111
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,954,852
b Net investment income (if negative, enter -0-) 15,450,323
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 869,102 4,475,800 4,475,800
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 149,235 89,200 89,200
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 193,755,417 Click to see attachment
List of Attached Documents:
// Content
153,866,734 		153,866,734
14 Land, buildings, and equipment: basis right arrow927,161
Less: accumulated depreciation (attach schedule) right arrow278,861 755,123 648,300 648,300
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
22,405,445 		Click to see attachment
List of Attached Documents:
// Content
12,262,066 		Click to see attachment
List of Attached Documents:
// Content
12,262,066
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 217,934,322 171,342,100 171,342,100
Liabilities 17 Accounts payable and accrued expenses.......... 1,151,974 512,361
18 Grants payable................. 37,308,615 30,185,162
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
1,324,656 		Click to see attachment
List of Attached Documents:
// Content
2,568,009
23 Total liabilities (add lines 17 through 22)......... 39,785,245 33,265,532
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 163,933,914 127,766,768
25 Net assets with donor restrictions............ 14,215,163 10,309,800
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 178,149,077 138,076,568
30 Total liabilities and net assets/fund balances (see instructions). 217,934,322 171,342,100
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
178,149,077
2
Enter amount from Part I, line 27a .....................
2
3,954,852
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
449,457
4
Add lines 1, 2, and 3 ..........................
4
182,553,386
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
44,476,818
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
138,076,568
Form 990-PF (2022)
Form 990-PF (2022)
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 VANGUARD INST. FUND P    
b ARISTOTLE BOSTON P    
c ARTISAN INT. VALUE P    
d JVP VIII P    
e JVP VIII P    
JVP VII LP P    
JVP VII LP P    
AMOON 2 FUND P    
AVENUE EUROPE P    
EH/CARMAX P    
CQG PARTNERS P    
CQG PARTNERS P    
SHELTER P    
VARDE P    
CANYON P    
OCH-ZIFF P    
V PARTNERS III P    
V PARTNERS III P    
VIOLA PARTNERSIV P    
VIOLA PARTERS V 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 14,000,000   5,816,408 8,183,592
b 1,449,191   889,276 559,915
c 73,267     73,267
d 1,851     1,851
e     13,355 -13,355
4,216     4,216
13,443     13,443
117,246     117,246
375     375
138,280     138,280
    506,675 -506,675
104,465     104,465
10,858     10,858
2,520,700     2,520,700
4,161,074     4,161,074
18,357     18,357
    10,168 -10,168
168,736     168,736
54,094     54,094
7,080     7,080
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       8,183,592
b       559,915
c       73,267
d       1,851
e       -13,355
      4,216
      13,443
      117,246
      375
      138,280
      -506,675
      104,465
      10,858
      2,520,700
      4,161,074
      18,357
      -10,168
      168,736
      54,094
      7,080
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 15,607,351
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 ................... 		Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 214,759
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 214,759
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- ..... 5 214,759
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 50,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 75,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 7,855
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 147,614
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow   Refundedright arrow 11  
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNJ
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowRUSSELLBERRIEFOUNDATION.ORG
14
The books are in care ofright arrowADAM HIRSCH Telephone no.right arrow (201) 928-1880

Located atright arrow300 FRANK W BURR BLVD BLDG EASTTEANECKNJ ZIP+4right arrow076666704
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowIS
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
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
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
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
ADAM HIRSCH COO & CFO
40.00 		380,000 13,500 25,351
C/O THE RUSS BERRIE FD 300 FRANK W
BURR BLVD BLDG EAST
TEANECK,NJ07666
ANGELICA BERRIE PRESIDENT/TRUSTEE
20.00 		0 0 0
C/O THE RUSS BERRIE FD 300 FRANK W
BURR BLVD BLDG EAST
TEANECK,NJ07666
DAVID ROSENBLATT TRUSTEE
5.00 		0 0 0
C/O THE RUSS BERRIE FD 300 FRANK W
BURR BLVD BLDG EAST
TEANECK,NJ07666
ILAN KAUFTHAL TRUSTEE
5.00 		0 0 0
C/O THE RUSS BERRIE FD 300 FRANK W
BURR BLVD BLDG EAST
TEANECK,NJ07666
MYRON ROSNER SECRETARY
15.00 		0 0 0
C/O THE RUSS BERRIE FD 300 FRANK W
BURR BLVD BLDG EAST
TEANECK,NJ07666
SCOTT BERRIE VICE PRESIDENT
10.00 		0 0 0
C/O THE RUSS BERRIE FD 300 FRANK W
BURR BLVD BLDG EAST
TEANECK,NJ07666
STEPHEN SEIDEN TREASURER
10.00 		0 0 0
C/O THE RUSS BERRIE FD 300 FRANK W
BURR BLVD BLDG EAST
TEANECK,NJ07666
IDANA GOLDBERG CEO
40.00 		420,000 13,500 2,529
C/O THE RUSS BERRIE FD 300 FRANK W
BURR BLVD BLDG EAST
TEANECK,NJ07666
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
NAOMI SHANK PROGRAM DIRECTOR
40.00 		240,000 13,500 25,332
C/O RUSS BERRIE FD 300 FRANK W BURR
TENANECK,NJ07666
PAUL KALMAN CONTROLLER
40.00 		166,000 0 30,118
C/O RUSS BERRIE FD 300 FRANK W BURR
TENANECK,NJ07666
KAARIN VARON PROGRAM OFFICER
40.00 		142,000 7,100 30,090
C/O RUSS BERRIE FD 300 FRANK W BURR
TENANECK,NJ07666
JOANN TORTORICI ACCOUNTING MANAGER
40.00 		109,000 13,500 22,647
C/O RUSS BERRIE FD 300 FRANK W BURR
TENANECK,NJ07666
SUSAN COKE GRANTS ADMINISTRATOR
40.00 		112,000 13,500 10,053
C/O RUSS BERRIE FD 300 FRANK W BURR
TENANECK,NJ07666
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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 170,326
PO BOX 16011
LEWISTON,ME04243
ARISTOTLE INVESTMENT MANAGEMENT FEFES 99,104
489 FIFTH AVENUE 10TH FLOOR
NEW YORK,NY10017
CBIZ MARKS PANETH ACCOUNTING SERVICES 69,500
685 THIRD AVENUE
NEW YORK,NY10017
DRG SEARCH EMPLOYMENT SEARCH 66,114
275 MADISON AVE STE 1203
NEW YORK,NY10016
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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. 1,030,839
2  
3  
4  
Part VIII-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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
56,561,646
b
Average of monthly cash balances.......................
1b
3,145,392
c
Fair market value of all other assets (see instructions)................
1c
124,916,873
d
Total (add lines 1a, b, and c).........................
1d
184,623,911
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
184,623,911
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,769,359
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
181,854,552
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
9,092,728
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
9,092,728
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
214,759
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
214,759
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
8,877,969
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
8,877,969
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 XII, line 1 ...
7
8,877,969
Part XI
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
18,147,111
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
18,147,111
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 8,877,969
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 7,885,390
b From 2018...... 10,100,403
c From 2019...... 11,586,404
d From 2020...... 17,098,313
e From 2021...... 17,515,868
f Total of lines 3a through e ........ 64,186,378
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 18,147,111
a Applied to 2021, 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 2022 distributable amount..... 8,877,969
e Remaining amount distributed out of corpus 9,269,142
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 73,455,520
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		7,885,390
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		65,570,130
10 Analysis of line 9:
a Excess from 2018.... 10,100,403
b Excess from 2019.... 11,586,404
c Excess from 2020.... 17,098,313
d Excess from 2021.... 17,515,868
e Excess from 2022.... 9,269,142
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList 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).)
bList 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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
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)
aPaid during the year

ADLER APHASIA CENTER

60 WEST HUNTER AVENUE
MAYWOOD,NJ07607 		  PC TO FURTHER DONEES EXEMPT PURPOSE 10,000

ALEPH SOCIETY INC

25 WEST 45TH STREET SUITE 504
NEW YORK,NY10036 		  PC TO FURTHER DONEES EXEMPT PURPOSE 25,000

ALLIANCE FOR MIDDLE EAST PEACE INC

1725 I STREET NW SUITE 300
WASHINGTON,DC20006 		  PC TO FURTHER DONEES EXEMPT PURPOSE 20,000

AMERICAN FRIENDS OF ITIM

247 WEST 36TH STREET 5TH FLOOR
NEW YORK,NY10018 		  PC TO FURTHER DONEES EXEMPT PURPOSE 100,000

AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC

ONE BATTERY PARK PLAZA 25TH FLOOR
NEW YORK,NY100041405 		  PC TO FURTHER DONEES EXEMPT PURPOSE 75,000

AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE INC

1266 WEST PACES FERRY ROAD 615
ATLANTA,GA303272306 		  PC TO FURTHER DONEES EXEMPT PURPOSE 100,000

AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR THE DISABLED

1 NORTHFIELD PLAZA SUITE 300
NORTHFIELD,IL60093 		  PC TO FURTHER DONEES EXEMPT PURPOSE 20,000

AMERICAN JEWISH COMMITTEE

165 EAST 56TH STREET
NEW YORK,NY10022 		  PC TO FURTHER DONEES EXEMPT PURPOSE 80,000

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

220 EAST 42ND STREET SUITE 400
NEW YORK,NY10017 		  PC TO FURTHER DONEES EXEMPT PURPOSE 515,000

AMERICAN SOCIETY FOR TECHNION-ISRAEL INSTITUTE OF TECHNOLOGY

55 E 59TH STREET 14TH FLOOR
NEW YORK,NY10022 		  PC TO FURTHER DONEES EXEMPT PURPOSE 180,000

AMERICAS GROW-A-ROW INC

150 PITTSTOWN ROAD
PITTSTOWN,NJ08867 		  PC TO FURTHER DONEES EXEMPT PURPOSE 5,000

BEING THE BLESSING FOUNDATION

120 W45TH STREET SUITE 2800
NEW YORK,NY10036 		  PC TO FURTHER DONEES EXEMPT PURPOSE 5,000

BERGEN VOLUNTEER MEDICAL INITIATIVE

75 ESSEX STREET SUITE 100
HACKENSACK,NJ07601 		  PC TO FURTHER DONEES EXEMPT PURPOSE 70,000

BETTER FUTURE FOR ISRAEL

492-C CEDAR LANE
TEANECK,NJ07666 		  PC TO FURTHER DONEES EXEMPT PURPOSE 30,000

BEZALEL ACADEMY OF ARTS AND DESIGN JERUSALEM

1 ISRAEL ZMORA STREET
  JERUSALEM9515701
IS 		  NC TO FURTHER DONEES EXEMPT PURPOSE 1,000,000

CAUCUS EDUCATIONAL CORPORATION INC

75 MIDLAND AVENUE
MONTCLAIR,NJ07042 		  PC TO FURTHER DONEES EXEMPT PURPOSE 252,500

CENTER FOR INTERRELIGIOUS UNDERSTANDING INC

492-C CEDAR LANE
TEANECK,NJ07666 		  PC TO FURTHER DONEES EXEMPT PURPOSE 55,000

CHILD MIND INSTITUTE INC

101 EAST 56TH STREET
NEW YORK,NY10022 		  PC TO FURTHER DONEES EXEMPT PURPOSE 15,000

CITY GREEN INC

171 GROVE ST
CLIFTON,NJ070131621 		  PC TO FURTHER DONEES EXEMPT PURPOSE 105,000

COLUMBIA UNIVERSITY

535 WEST 116TH STREET 211 LOW
LIBRARY
NEW YORK,NY10027 		  PC TO FURTHER DONEES EXEMPT PURPOSE 2,152,425

COLUMBIA UNIVERSITY IRVING MEDICAL CENTER

630 WEST 168TH STREET PS ROOM 2-421
NEW YORK,NY10032 		  PC TO FURTHER DONEES EXEMPT PURPOSE 65,000

COMMUNITY SECURITY SERVICE

99 WALL STREET 3690
NEW YORK,NY10005 		  PC TO FURTHER DONEES EXEMPT PURPOSE 10,000

COUNCIL OF NEW JERSEY GRANTMAKERS INC

1977 OLDEN AVENUE SUITE 238
EWING,NJ08618 		  PC TO FURTHER DONEES EXEMPT PURPOSE 6,830

DIABETES FOUNDATION INC

411 HACKENSACK AVE
HACKENSACK,NJ07601 		  PC TO FURTHER DONEES EXEMPT PURPOSE 30,000

DIABETES RESEARCH INSTITUTE FOUNDATION

200 SOUTH PARK ROAD SUITE 100
HOLLYWOOD,FL33021 		  PC TO FURTHER DONEES EXEMPT PURPOSE 5,000

DREW UNIVERSITY

36 MADISON AVENUE
MADISON,NJ07940 		  PC TO FURTHER DONEES EXEMPT PURPOSE 90,000

EDMOND DE ROTHSCHILD PARTNERSHIPS

15 HALAMISH ST
CAESAREA,CAESAREA3079504
IS 		  NC TO FURTHER DONEES EXEMPT PURPOSE 165,000

EMORY UNIVERSITY

1599 CLIFTON ROAD NE 4TH FLOOR
ATLANTA,GA30322 		  PC TO FURTHER DONEES EXEMPT PURPOSE 15,000

FOODCORPS INC

1140 SE 7TH AVE SUITE 110
PORTLAND,OR97214 		  PC TO FURTHER DONEES EXEMPT PURPOSE 15,000

FRIENDS OF JCC KRAKOW

74 LAFAYETTE AVE SUITE 101
SUFFERN,NY10901 		  PC TO FURTHER DONEES EXEMPT PURPOSE 50,000

FRIENDS OF OFANIM INC

1255 DRUMMERS LANE SUITE 200
WAYNE,PA19087 		  PC TO FURTHER DONEES EXEMPT PURPOSE 100,000

GLYNWOOD CENTER INC

362 GLYNWOOD ROAD PO BOX 157
COLD SPRING,NY10516 		  PC TO FURTHER DONEES EXEMPT PURPOSE 40,000

HOLY NAME MEDICAL CENTER FOUNDATION

718 TEANECK ROAD
TEANECK,NJ07666 		  PC TO FURTHER DONEES EXEMPT PURPOSE 25,000

I AID INC

329 S GUADALUPE ST
SAN MARCOS,TX786666309 		  PC TO FURTHER DONEES EXEMPT PURPOSE 10,000

ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI

1 GUSTAVE LEVY PLACE BOX 1017
NEW YORK,NY10029 		  PC TO FURTHER DONEES EXEMPT PURPOSE 96,000

IMAGINATION PRODUCTIONS INC

11110 WEST OAKLAND PARK BOULEVARD
SUITE 288
SUNRISE,FL33351 		  PC TO FURTHER DONEES EXEMPT PURPOSE 25,000

IMPACT CUBED

441 SAXONY ROAD
ENCINITAS,CA92024 		  PC TO FURTHER DONEES EXEMPT PURPOSE 65,000

INSTITUTE OF INTERNATIONAL EDUCATION INC

ONE WORLD TRADE CENTER 36TH FLOOR
NEW YORK,NY10007 		  PC TO FURTHER DONEES EXEMPT PURPOSE 611,675

ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC

PO BOX 61227
PALO ALTO,CA94306 		  PC TO FURTHER DONEES EXEMPT PURPOSE 18,000

JCC ON THE PALISADES

411 EAST CLINTON AVENUE
TENAFLY,NJ07670 		  PC TO FURTHER DONEES EXEMPT PURPOSE 20,000

JDRF INTERNATIONAL

200 VESEY STREET 28 FLOOR
NEW YORK,NY10281 		  PC TO FURTHER DONEES EXEMPT PURPOSE 375,000

JERUSALEM FOUNDATION INC

420 LEXINGTON AVENUE SUITE 1645
NEW YORK,NY10170 		  PC TO FURTHER DONEES EXEMPT PURPOSE 250,000

JESPY HOUSE

102 PROSPECT STREET
SOUTH ORANGE,NJ070792112 		  PC TO FURTHER DONEES EXEMPT PURPOSE 15,000

JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH

5738 FORBES AVE
PITTSBURGH,PA15217 		  PC TO FURTHER DONEES EXEMPT PURPOSE 90,000

JEWISH COMMUNITY CENTER OF METROWEST INC

760 NORTHFIELD AVE LEON TOBY
COOPERMAN BUILDING
WEST ORANGE,NJ07052 		  PC TO FURTHER DONEES EXEMPT PURPOSE 147,000

JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA

520 EIGHTH AVENUE 8TH FLOOR
NEW YORK,NY10018 		  PC TO FURTHER DONEES EXEMPT PURPOSE 36,000

JEWISH COMMUNITY OF LOUISVILLE INC

3600 DUTCHMANS LANE
LOUISVILLE,KY40205 		  PC TO FURTHER DONEES EXEMPT PURPOSE 6,500

JEWISH COMMUNITY PROJECT OF LOWER MANHATTAN

146 DUANE STREET
NEW YORK,NY10013 		  PC TO FURTHER DONEES EXEMPT PURPOSE 30,000

JEWISH FAMILY AND CHILDREN'S SERVICES OF NORTHERN NEW JERSEY

1485 TEANECK ROAD
TEANECK,NJ07666 		  PC TO FURTHER DONEES EXEMPT PURPOSE 11,000

JEWISH FEDERATION OF NORTHERN NEW JERSEY

50 EISENHOWER DRIVE
PARAMUS,NJ07652 		  PC TO FURTHER DONEES EXEMPT PURPOSE 585,000

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET SUITE 900
NEW YORK,NY10001 		  PC TO FURTHER DONEES EXEMPT PURPOSE 70,000

JEWISH HERITAGE PROGRAMS

4032 SPRUCE STREET
PHILADELPHIA,PA19104 		  PC TO FURTHER DONEES EXEMPT PURPOSE 25,000

JEWISH HOME FOUNDATION OF NORTH JERSEY INC

10 LINK DRIVE
ROCKLEIGH,NJ07647 		  PC TO FURTHER DONEES EXEMPT PURPOSE 1,100,000

JEWISH WOMEN INTERNATIONAL

1129 20TH STREET NW SUITE 801
WASHINGTON,DC20036 		  PC TO FURTHER DONEES EXEMPT PURPOSE 50,000

M2-THE INSTITUTE FOR EXPERIENTIAL JEWISH EDUCATION

68 3RD STREET SUITE 113
BROOKLYN,NY11231 		  PC TO FURTHER DONEES EXEMPT PURPOSE 55,000

MAOZ-SEAL

HAMELACHA 4
  LOD  
IS 		  NC TO FURTHER DONEES EXEMPT PURPOSE 850,000

MASJID WAARITH UD DEEN

PO BOX 438
IRVINGTON,NJ07111 		  PC TO FURTHER DONEES EXEMPT PURPOSE 35,000

MODERN WIDOWS CLUB

127 W FAIRBANKS AVENUE 282
WINTER PARK,FL32789 		  PC TO FURTHER DONEES EXEMPT PURPOSE 5,000

MOISHE HOUSE

441 SAXONY ROAD BARN 2
ENCINITAS,CA92024 		  PC TO FURTHER DONEES EXEMPT PURPOSE 50,000

MOVING TRADITIONS

8380 OLD YORK ROAD SUITE 4300
ELKINS PARK,PA19027 		  PC TO FURTHER DONEES EXEMPT PURPOSE 40,000

NEFESH B'NEFESH JEWISH SOULS UNITED INC

50 EISENHOWER DRIVE
PARAMUS,NJ07652 		  PC TO FURTHER DONEES EXEMPT PURPOSE 150,000

NEW ISRAEL FUND

6 EAST 39TH STREET SUITE 301
NEW YORK,NY100160112 		  PC TO FURTHER DONEES EXEMPT PURPOSE 60,000

NEW VENTURE FUND

1828 L STREET NW SUITE 300-A
WASHINGTON,DC20036 		  PC TO FURTHER DONEES EXEMPT PURPOSE 25,000

NLI USA INC

25 WEST 45TH STREET SUITE 504
NEW YORK,NY100364902 		  PC TO FURTHER DONEES EXEMPT PURPOSE 50,000

NYC MUSLIM-JEWISH SOLIDARITY COMMITTEE INC

20 LIBERTY STREET WH
NEWBURGH,NY12550 		  PC TO FURTHER DONEES EXEMPT PURPOSE 35,000

OPERATION BENJAMIN INC

26 PANSY LANE
MONTICELLO,NY12701 		  PC TO FURTHER DONEES EXEMPT PURPOSE 25,000

PATRONS OF THE ARTS IN THE VATICAN MUSEUMS NORTH AMERICAN SERVICES

835 NORTH RUSH STREET
CHICAGO,IL60611 		  PC TO FURTHER DONEES EXEMPT PURPOSE 5,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVENUE SUITE 1501
NEW YORK,NY10017 		  PC TO FURTHER DONEES EXEMPT PURPOSE 1,505,000

PRESIDENT AND TRUSTEES OF BATES COLLEGE

2 ANDREWS ROAD
LEWISTON,ME04240 		  PC TO FURTHER DONEES EXEMPT PURPOSE 20,000

RAMAPO COLLEGE FOUNDATION

505 RAMAPO VALLEY RD
MAHWAH,NJ074301623 		  PC TO FURTHER DONEES EXEMPT PURPOSE 489,082

REMA HORT MANN FOUNDATION

153 HUDSON STREET
NEW YORK,NY10013 		  PC TO FURTHER DONEES EXEMPT PURPOSE 20,000

SERVICES FOR CHILDREN WITH HIDDEN INTELLIGENCE (SCHI)

1771 MADISON AVENUE SUITE 8
LAKEWOOD,NJ08701 		  PC TO FURTHER DONEES EXEMPT PURPOSE 25,000

SHALOM HARTMAN INSTITUTE

11 GEDALYAHU ALON PO BOX 8029
  JERUSALEM93113
IS 		  NC/ER TO FURTHER DONEES EXEMPT PURPOSE 465,000

SHALOM HARTMAN INSTITUTE OF NORTH AMERICA

475 RIVERSIDE DRIVE SUITE 1450
NEW YORK,NY10115 		  PC TO FURTHER DONEES EXEMPT PURPOSE 660,000

SISTERHOOD OF SALAAM SHALOM

PO BOX 7117
NORTH BRUNSWICK,NJ08902 		  PC TO FURTHER DONEES EXEMPT PURPOSE 50,000

TABLE TO TABLE

611 ROUTE 46 WEST SUITE 240
HASBROUCK HEIGHTS,NJ07604 		  PC TO FURTHER DONEES EXEMPT PURPOSE 100,000

TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING

55 BROAD STREET 17TH FLOOR
NEW YORK,NY10004 		  PC TO FURTHER DONEES EXEMPT PURPOSE 15,000

THE ELISABETH MORROW SCHOOL

435 LYDECKER STREET
ENGLEWOOD,NJ07631 		  PC TO FURTHER DONEES EXEMPT PURPOSE 10,000

THE JEWISH COMMUNITY CENTER IN MANHATTAN INC

334 AMSTERDAM AVENUE
NEW YORK,NY100238205 		  PC TO FURTHER DONEES EXEMPT PURPOSE 10,000

THE OLGA LENGYEL INSTITUTE FOR HOLOCAUST STUDIES AND HUMAN RIGHTS

58 E 79TH ST
NEW YORK,NY10075 		  PC TO FURTHER DONEES EXEMPT PURPOSE 50,000

THE SANDRA AND ARNOLD GOLD HUMANISM RESEARCH FUND INC

260 LINCOLN STREET
ENGLEWOOD,NJ07631 		  PC TO FURTHER DONEES EXEMPT PURPOSE 30,000

THE SCHOLARSHIP FUND FOR INNER-CITY CHILDREN

171 CLIFTON AVE
NEWARK,NJ07104 		  PC TO FURTHER DONEES EXEMPT PURPOSE 5,000

THE SHEBA FUND FOR HEALTH SERVICES AND RESEARCH

BITAN 64 SHEBA MEDICAL CENTER
  TEL HASHOMER52612
IS 		  NC & ER TO FURTHER DONEES EXEMPT PURPOSE 150,000

THE VOLUNTEER CENTER OF BERGEN COUNTY INC

64 PASSAIC STREET
HACKENSACK,NJ07601 		  PC TO FURTHER DONEES EXEMPT PURPOSE 15,000

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA900889385 		  PC TO FURTHER DONEES EXEMPT PURPOSE 1,500

TIKVA CORP

8 HENDERSON DRIVE
WEST CALDWELL,NJ07006 		  PC TO FURTHER DONEES EXEMPT PURPOSE 10,000

UNCHAINED AT LAST

208 LENOX AVE 189
WESTFIELD,NJ07090 		  PC TO FURTHER DONEES EXEMPT PURPOSE 5,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		  PC TO FURTHER DONEES EXEMPT PURPOSE 5,000
Total .................................right arrow 3a 14,093,512
bApproved for future payment

AMERICA-ISRAEL CULTURAL FOUNDATION
322 8TH AVE STE 1702
NEW YORK,NY10001 		  PC TO FURTHER DONEES EXEMPT PURPOSE 10,000

AMERICAN FRIENDS OF OGEN
2330 MILTON ROAD
UNIVERSITY HEIGHTS,OH44118 		  PC TO FURTHER DONEES EXEMPT PURPOSE 465,000

AMERICAN FRIENDS OF SHEBA MEDICAL CENTER INC
6505 WILSHIRE BLVD STE 615
LOS ANGELES,CA90048 		  PC TO FURTHER DONEES EXEMPT PURPOSE 1,500,000

CHRONICLE OF A PEOPLE FOUNDATION INC
C/O FRANCOIS CHATEAU DENTONS US
LLP1221 AVENUE OF THE AMERICAS
NEW YORK,NY100201089 		  PC TO FURTHER DONEES EXEMPT PURPOSE 1,500,000

DIABETES RESEARCH INSTITUTE FOUNDATION
200 SOUTH PARK ROAD SUITE 100
HOLLYWOOD,FL33021 		  PC TO FURTHER DONEES EXEMPT PURPOSE 5,000

EMORY UNIVERSITY
1599 CLIFTON ROAD NE 4TH FLOOR
ATLANTA,GA30322 		  PC TO FURTHER DONEES EXEMPT PURPOSE 15,000

FRIENDS OF IR DAVID INC
99 WALL STREET 5727
NEW YORK,NY10005 		  PC TO FURTHER DONEES EXEMPT PURPOSE 5,000

GARIN OMETZ AKKO
50 EISENHOWER DRIVE
PARAMUS,NJ07652 		  PC TO FURTHER DONEES EXEMPT PURPOSE 7,500

ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC
PO BOX 61227
PALO ALTO,CA94306 		  PC TO FURTHER DONEES EXEMPT PURPOSE 25,000

JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVE
PARAMUS,NJ07652 		  PC TO FURTHER DONEES EXEMPT PURPOSE 605,000

JTA-MJL NEW CORP
520 EIGHTH AVENUE 4TH FLOOR
NEW YORK,NY10001 		  PC TO FURTHER DONEES EXEMPT PURPOSE 10,000

MOMENTUM UNLIMITED INC
6101 EXECUTIVE BLVD STE 240
ROCKVILLE,MD20852 		  PC TO FURTHER DONEES EXEMPT PURPOSE 5,000

NLU USA
25 W 45TH STREET STE 701
NEW YORK,NY10036 		  PC TO FURTHER DONEES EXEMPT PURPOSE 2,000,000

OPERATION BENJAMIN INC
26 PANSY LANE
MONTICELLO,NY12701 		  PC TO FURTHER DONEES EXEMPT PURPOSE 20,000

PEF ISRAEL
629 THIRD AVENUE STE 1501
NEW YORK,NY10017 		  PC TO FURTHER DONEES EXEMPT PURPOSE 135,000

THE DEMOCRACY COUNCIL OF CALIFORNIA
10736 JEFFERSON BLVD
CULVER CITY,CA90230 		  PC TO FURTHER DONEES EXEMPT PURPOSE 50,000

US FRIENDS OF THE VAN LEER JERUSALEM INSTITUTE
6324 24TH ST N
ARLINGTON,VA22207 		  PC TO FURTHER DONEES EXEMPT PURPOSE 35,000

WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		  PC TO FURTHER DONEES EXEMPT PURPOSE 20,000
Total ................................. right arrow 3b 6,412,500
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 314  
4 Dividends and interest from securities ....     14 1,541,914  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 523000 101,709 14 215,433  
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 4,019 18 15,607,351  
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) .. 105,728 17,365,012 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
17,470,740
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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? ...........
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
THE RUSSELL BERRIE FOUNDATION
 
A NEW JERSEY NONPROFIT CORPORATION
EIN:
22-2620908
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CBIZ MARKS PANETH 87,500 8,531   78,969

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TY 2022 ExpenditureResponsibilityStmt
Name:
THE RUSSELL BERRIE FOUNDATION
 
A NEW JERSEY NONPROFIT CORPORATION
EIN:
22-2620908
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
CENTER FOR INTERRELIGIOUS UNDERSTANDING
  		492-C CEDAR LANE PMB 127
TEANECK,NJ07666 		2021-12-14 150,000 GENERAL OPERATING SUPPORT FOR THE MISSION OF THE CIU: TO EXPLORE THE THEOLOGICAL FOUNDATIONS AND COMMON GOALS OF THE WORLD'S RELIGIONS, TO PREVENT RELIGIOUS STEREOTYPES AND INTOLERANCE, AND TO FOSTER GENUINE UNDERSTANDING.     2/20/21, 5/15/21, 5/31/21, 10/1/21    

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TY 2022 GainLossSaleOtherAssetsSch
Name:
THE RUSSELL BERRIE FOUNDATION
 
A NEW JERSEY NONPROFIT CORPORATION
EIN:
22-2620908
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
AVENUE EUROPE   PURCHASED     4,019   COST 0 4,019  

TY 2022 InvestmentsOtherSchedule2
Name:
THE RUSSELL BERRIE FOUNDATION
 
A NEW JERSEY NONPROFIT CORPORATION
EIN:
22-2620908
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMOON 2 FUND FMV 3,962,800 3,962,800
ARISTOTLE BOSTON SMALL CAP EQUITY ACCOUNT FMV 11,002,231 11,002,231
AXIOM INTERNATIONAL FMV 8,223,800 8,223,800
BRAHMAN PARTNERS II OFFSHORE FMV 7,751,565 7,751,565
BRIDGES ISRAEL FMV 1,393,614 1,393,614
CANYON VALUE REALIZATION FUND FMV 4,157,632 4,157,632
CORVEX OFFSHORE II LTD FMV 6,362,300 6,362,300
ENTRE CAPITAL FMV 2,549,597 2,549,597
GOVERNORS LANE FMV 8,528,300 8,528,300
GSO CAPITAL SOLUTIONS OVERSEAS FMV 108,000 108,000
HAWKEYE CAPITAL OFFSHORE FMV 4,772,900 4,772,900
JVP MEDIA V FMV 590,034 590,034
JVP VII LP FMV 6,796,969 6,796,969
JVP VII OPPORTUNITY LP FMV 4,238,167 4,238,167
JVP VIII LP FMV 4,903,558 4,903,558
LAKEWOOD CAPITAL OFFSHORE FUND, LTD. FMV 6,417,600 6,417,600
LP - MILLENIUM FMV 2,959,000 2,959,000
OCH-ZIFF OVERSEAS FUND II FMV 18,550 18,550
PITANGO HEALTHTECH FUND I, L.P. FMV 2,173,700 2,173,700
RIVULET CAPITAL FMV 5,285,300 5,285,300
SHANNON RIVER DOONBEG FUND FMV 3,263,547 3,263,547
SHELTER VENTURE FUND FMV 40,700 40,700
TPG - AXON PARTNERS (OFFSHORE) FMV 173,090 173,090
VANGUARD INST. FMV 25,681,491 25,681,491
VARDE INVESTMENT PARTNERS FMV 5,245,915 5,245,915
VIOLA PARTNERS FUND 4 FMV 3,711,879 3,711,879
VIOLA PARTNERS FUND 5 FMV 2,738,008 2,738,008
VPARTNERS III FMV 1,462,423 1,462,423
JVP CAPITAL GROWTH OPPORTUNITY X FMV 3,694,301 3,694,301
TRI-VENTURES FMV 1,832,194 1,832,194
GQG PARTNERS EMERGING MARKETS EQUITY FUND FMV 3,301,762 3,301,762
ARTISAN INTERNATIONAL VALUE FUND FMV 4,511,107 4,511,107
AVENUE EUROPE PRIVATE LENDING FMV 5,089,400 5,089,400
AVENUE EUROPE SPECIAL SITUATIONS FMV 775,300 775,300
TAKWIN VENTURES FMV 150,000 150,000

TY 2022 LegalFeesSchedule
Name:
THE RUSSELL BERRIE FOUNDATION
 
A NEW JERSEY NONPROFIT CORPORATION
EIN:
22-2620908
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LAURA SOLOMON ESQ 13,018 1,269   11,749
WILENTZ, GOLDMAN & SPITZER 3,322 324   2,998


TY 2022 OtherAssetsSchedule
Name:
THE RUSSELL BERRIE FOUNDATION
 
A NEW JERSEY NONPROFIT CORPORATION
EIN:
22-2620908
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
REDEMPTIONS REC. 8,190,282 3,728 3,728
BENEFICIAL INTEREST IN CHARITABLE LEAD UNITRUST 14,215,163 10,309,800 10,309,800
OPERATING LEASE RIGHT-OF-USE ASSETS   1,948,538 1,948,538


TY 2022 OtherDecreasesSchedule
Name:
THE RUSSELL BERRIE FOUNDATION
 
A NEW JERSEY NONPROFIT CORPORATION
EIN:
22-2620908
Description Amount
CHANGE IN VALUE OF CHARITABLE LEAD UNITRUST 2,534,900
UNREALIZED LOSS ON INVESTMENTS 41,941,918


TY 2022 OtherExpensesSchedule
Name:
THE RUSSELL BERRIE FOUNDATION
 
A NEW JERSEY NONPROFIT CORPORATION
EIN:
22-2620908
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 56,585 5,517   51,068
MISCELLANEOUS 15,515 1,513   14,002
OFFICE EXPENSE 21,009 2,048   18,961
TELEPHONE 9,176 895   8,281


TY 2022 OtherIncomeSchedule2
Name:
THE RUSSELL BERRIE FOUNDATION
 
A NEW JERSEY NONPROFIT CORPORATION
EIN:
22-2620908
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PARTNERSHIP INVESTMENT INCOME 215,433 215,433 215,433
UBTI TAXABLE INCOME 101,709 0 0


TY 2022 OtherIncreasesSchedule
Name:
THE RUSSELL BERRIE FOUNDATION
 
A NEW JERSEY NONPROFIT CORPORATION
EIN:
22-2620908
Description Amount
PROVISION FOR TAXES 449,457


TY 2022 OtherLiabilitiesSchedule
Name:
THE RUSSELL BERRIE FOUNDATION
 
A NEW JERSEY NONPROFIT CORPORATION
EIN:
22-2620908
Description Beginning of Year - Book Value End of Year - Book Value
DEF. TAX LIABILITY 1,324,656 603,000
LEASE LIABILITY 0 1,965,009


TY 2022 OtherProfessionalFeesSchedule
Name:
THE RUSSELL BERRIE FOUNDATION
 
A NEW JERSEY NONPROFIT CORPORATION
EIN:
22-2620908
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ARISTOTLE INVESTMENT FEES 99,104 99,104   0
GSO INVESTMENT FEES 5,011 5,011   0
PARTNERSHIP FEES 1,259,153 1,259,153   0
PHILANTHROPIC CONSULTING & PROGRAM EVALUATION 1,368,098 0   1,368,098
PRIME BUCHOLZ 170,285 170,285   0


TY 2022 TaxesSchedule
Name:
THE RUSSELL BERRIE FOUNDATION
 
A NEW JERSEY NONPROFIT CORPORATION
EIN:
22-2620908
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 113,628 11,079   102,549
FOREIGN TAXES PAID 37,607 37,607   0