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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE RUSSELL BERRIE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)300 FRANK W BURR BLVD 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$157,539,333
J 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 33,431 33,431  
4 Dividends and interest from securities... 970,538 970,538  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 18,633,638
b Gross sales price for all assets on line 6a 24,461,522
7 Capital gain net income (from Part IV, line 2)... 18,633,638
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)....... 921,306 445,658  
12 Total. Add lines 1 through 11........ 20,558,913 20,083,265  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 867,500 86,750   780,750
14 Other employee salaries and wages...... 1,254,000 125,400   1,547,922
15 Pension plans, employee benefits....... 481,424 46,940   434,484
16a Legal fees (attach schedule)......... 25,187 2,518   22,669
b Accounting fees (attach schedule)....... 87,475 6,998   76,980
c Other professional fees (attach schedule).... 3,060,969 1,457,562   1,603,407
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 231,657 36,566   150,252
19 Depreciation (attach schedule) and depletion... 108,179 0  
20 Occupancy.............. 319,656 31,166   288,490
21 Travel, conferences, and meetings....... 417,204 40,676   376,528
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 108,823 10,604   98,219
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,962,074 1,845,180   5,379,701
25 Contributions, gifts, grants paid....... 8,652,985 16,036,357
26 Total expenses and disbursements. Add lines 24 and 25 15,615,059 1,845,180   21,416,058
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,943,854
b Net investment income (if negative, enter -0-) 18,238,085
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 936,127 12,668,421 12,668,421
2 Savings and temporary cash investments.........      
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.......... 100,548 79,817 79,817
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).......... 148,754,351 Click to see attachment
List of Attached Documents:
// Content
124,785,805
124,785,805
14 Land, buildings, and equipment: basis right arrow924,861
Less: accumulated depreciation (attach schedule) right arrow501,256 531,784 423,605 423,605
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
14,708,268
Click to see attachment
List of Attached Documents:
// Content
19,581,685
Click to see attachment
List of Attached Documents:
// Content
19,581,685
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 165,031,078 157,539,333 157,539,333
Liabilities 17 Accounts payable and accrued expenses.......... 227,311 177,392
18 Grants payable................. 31,641,720 24,277,836
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
2,482,112
Click to see attachment
List of Attached Documents:
// Content
2,115,804
23 Total liabilities (add lines 17 through 22)......... 34,351,143 26,571,032
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........... 119,715,350 119,100,385
25 Net assets with donor restrictions............ 10,964,585 11,867,916
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)..... 130,679,935 130,968,301
30 Total liabilities and net assets/fund balances (see instructions). 165,031,078 157,539,333
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
130,679,935
2
Enter amount from Part I, line 27a .....................
2
4,943,854
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,817,646
4
Add lines 1, 2, and 3 ..........................
4
137,441,435
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
6,473,134
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
130,968,301
Form 990-PF (2024)
Form 990-PF (2024)
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 PEAPACK GLADSTONE INVESTMENTS      
b PARTNERSHIP PASS THRU INVESTMENT K-1 ST P    
c PARTNERSHIP PASS THRU INVESTMENT K-1 LT P    
d CANYON VALUE REALIZATION FUND P    
e CORVEX OFFSHORE LTD P    
HAWKEYE CAPITAL OFFSHORE P    
LAKEWOOD CAPITAL OFFSHORE FUND P    
SHANNON RIVER DOONBEG FUND P    
VARDE PARTNERS P    
ARTISAN INTL VALUE FUND INST SHS   2022-02-09 2024-02-29
CAPITAL GAINS DIVIDENDS 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 6,390,763   4,896,001 1,494,762
b 13,693     13,693
c 394,893     394,893
d 1,165,367     1,165,367
e 2,555,831     2,555,831
2,402,711     2,402,711
4,262,439     4,262,439
4,387,519     4,387,519
1,392,087     1,392,087
1,000,000   931,883 68,117
496,219     496,219
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       1,494,762
b       13,693
c       394,893
d       1,165,367
e       2,555,831
      2,402,711
      4,262,439
      4,387,519
      1,392,087
      68,117
      496,219
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 18,633,638
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  
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) 1 253,509
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........................... 3 253,509
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- ..... 5 253,509
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 159,208
b Exempt foreign organizations—tax withheld at source...... 6b 0
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.............. 7 159,208
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 94,301
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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
 
No
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 2024 or the taxable year beginning in 2024? 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
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
Yes
 
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 BLVDTEANECKNJ ZIP+4right arrow07666
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 2024, 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
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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)
Yes
 
(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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
 
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? .............
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
 
 
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
 
 
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? .............................
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 AND CFO
40.00
407,500 25,312 32,398
300 FRANK W BURR BLVD E 48
TEANECK,NJ07666
ANGELICA BERRIE PRESIDENT
20.00
0 0 0
300 FRANK W BURR BLVD E 48
TEANECK,NJ07666
DAVID ROSENBLATT SECRETARY
5.00
0 0 0
300 FRANK W BURR BLVD E 48
TEANECK,NJ07666
ILAN KAUFTHAL TRUSTEE
5.00
0 0 0
300 FRANK W BURR BLVD E 48
TEANECK,NJ07666
MYRON ROSNER LEFT JUNE 2024 TRUSTEE
15.00
0 0 0
300 FRANK W BURR BLVD E 48
TEANECK,NJ07666
SCOTT BERRIE VICE PRESIDENT
10.00
0 0 0
300 FRANK W BURR BLVD E 48
TEANECK,NJ07666
STEPHEN SEIDEN TREASURER
10.00
0 0 0
300 FRANK W BURR BLVD E 48
TEANECK,NJ07666
IDANA GOLDBERG CEO
40.00
460,000 25,312 31,757
300 FRANK W BURR BLVD E 48
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
LISA CAPELOUTO CPO
40.00
242,000 25,312 15,585
300 FRANK W BURR BLVD E 48
TEANECK,NJ07666
PAUL KALMAN CONTROLLER
40.00
183,500 0 39,361
300 FRANK W BURR BLVD E 48
TEANECK,NJ07666
SUSAN PROMISLO COMMUNICATIONS DIREC
40.00
155,000 12,000 31,748
300 FRANK W BURR BLVD E 48
TEANECK,NJ07666
KAARIN VARON PROGRAM OFFICER
40.00
155,000 7,800 31,875
300 FRANK W BURR BLVD E 48
TEANECK,NJ07666
SUSAN COKE GRANTS ADMINISTRATOR
40.00
123,500 16,000 8,227
300 FRANK W BURR BLVD E 48
TEANECK,NJ07666
Total number of other employees paid over $50,000...................right arrow 4
Form 990-PF (2024)
Form 990-PF (2024)
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 146,336
PO BOX 16011
LEWISTON,ME04243
MATTER UNLIMITED COMMUNICATIONS CONSULTANT 110,765
2020 N BAYSHORE DR 501
MIAMI,FL33137
ARISTOTLE INVESTMENT MANAGEMENT 87,670
489 FIFTH AVENUE 10TH FLOOR
NEW YORK,NY10017
CBIZ MARKS PANETH ACCOUNTING SERVICES 87,475
685 THIRD AVENUE
NEW YORK,NY10017
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. 1,638,879
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 (2024)
Form 990-PF (2024)
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
57,183,341
b
Average of monthly cash balances.......................
1b
1,660,871
c
Fair market value of all other assets (see instructions)................
1c
104,883,712
d
Total (add lines 1a, b, and c).........................
1d
163,727,924
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
163,727,924
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,455,919
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
161,272,005
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
8,063,600
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
8,063,600
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
253,509
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
253,509
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,810,091
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,810,091
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
7,810,091
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
21,416,058
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
21,416,058
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 7,810,091
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 11,586,404
b From 2020...... 17,098,313
c From 2021...... 17,515,868
d From 2022...... 9,269,142
e From 2023...... 11,775,668
f Total of lines 3a through e ........ 67,245,395
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 21,416,058
a Applied to 2023, 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 2024 distributable amount..... 7,810,091
e Remaining amount distributed out of corpus 13,605,967
5 Excess distributions carryover applied to 2024. 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 80,851,362
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
11,586,404
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
69,264,958
10 Analysis of line 9:
a Excess from 2020.... 17,098,313
b Excess from 2021.... 17,515,868
c Excess from 2022.... 9,269,142
d Excess from 2023.... 11,775,668
e Excess from 2024.... 13,605,967
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 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
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 (2024)
Form 990-PF (2024)
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

ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY

98 FULTON ST E
GRAND RAPIDS,MI49503
  PC GENERAL OPERATING EXPENSES 5,000

ADLER APHASIA CENTER

60 WEST HUNTER AVENUE
MAYWOOD,NJ07607
  PC GENERAL OPERATING EXPENSES 5,000

ADLER APHASIA CENTER

60 WEST HUNTER AVENUE
MAYWOOD,NJ07607
  PC GENERAL OPERATING EXPENSES 5,000

AFSNC INC

40 WEST 57TH ST 26TH FL
NEW YORK,NY10019
  PC GENERAL OPERATING EXPENSES 10,000

AGUDATH ISRAEL OF AMERICA

42 BROADWAY 14TH FLOOR
NEW YORK,NY10004
  PC GENERAL OPERATING EXPENSES 18,000

ALEPH SOCIETY INC

1441 BROADWAY SUITE 6072
NEW YORK,NY10018
  PC GENERAL OPERATING EXPENSES 15,000

ALLIANCE FOR MIDDLE EAST PEACE INC

1725 I STREET NW SUITE 300
WASHINGTON,DC20006
  PC GENERAL OPERATING EXPENSES 50,000

ALPHA EPSILON PI FOUNDATION

8815 WESLEYAN ROAD
INDIANAPOLIS,IN46268
  PC GENERAL OPERATING EXPENSES 10,000

AMERICAN FRIENDS OF BEIT HATFUTSOT

633 THIRD AVE 21ST FLOOR
NEW YORK,NY100178157
  PC GENERAL OPERATING EXPENSES 10,000

AMERICAN FRIENDS OF ITIM

POB 45435
NEW YORK,NY10018
  PC GENERAL OPERATING EXPENSES 100,000

AMERICAN FRIENDS OF ITIM

POB 45435
NEW YORK,NY10018
  PC GENERAL OPERATING EXPENSES 30,000

AMERICAN FRIENDS OF NATAL INC

1120 AVENUE OF THE AMERICAS FOURTH
FLOOR
NEW YORK,NY10036
  PC GENERAL OPERATING EXPENSES 10,000

AMERICAN FRIENDS OF OGEN INC

2330 MILTON ROAD
CLEVELAND,OH44118
  PC GENERAL OPERATING EXPENSES 100,000

AMERICAN FRIENDS OF SHALVA ISRAEL INC

441 LEXINGTON AVE STE 602
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 10,000

AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE INC

4 PINSKER STREET POB 4702
ATLANTA,GA303272306
  PC GENERAL OPERATING EXPENSES 100,000

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

220 EAST 42ND STREET SUITE 400
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 25,000

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

220 EAST 42ND STREET SUITE 400
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 300,000

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

220 EAST 42ND STREET SUITE 400
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 300,000

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

220 EAST 42ND STREET SUITE 400
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 300,000

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

220 EAST 42ND STREET SUITE 400
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 30,000

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

220 EAST 42ND STREET SUITE 400
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 18,000

AMERICAN SOCIETY FOR TECHNION-ISRAEL INSTITUTE OF TECHNOLOGY

55 E 59TH ST 14TH FL
NEW YORK,NY10022
  PC GENERAL OPERATING EXPENSES 215,000

AMERICAN SOCIETY FOR TECHNION-ISRAEL INSTITUTE OF TECHNOLOGY

55 E 59TH ST 14TH FL
NEW YORK,NY10022
  PC GENERAL OPERATING EXPENSES 20,000

AMERICANS FOR BEN-GURION UNIVERSITY INC

1001 AVENUE OF THE AMERICAS 19TH FL
NEW YORK,NY10018
  PC GENERAL OPERATING EXPENSES 5,000

AMERICAS GROW-A-ROW INC

150 PITTSTOWN ROAD
PITTSTOWN,NJ08867
  PC GENERAL OPERATING EXPENSES 5,000

ANTI-DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY101580102
  PC GENERAL OPERATING EXPENSES 20,000

ARLEKIN PLAYERS THEATRE

368 HILLSIDE AVE FLOOR 2
NEEDHAM,MA02494
  PC GENERAL OPERATING EXPENSES 10,000

BAMAH

626 Q ST NW 2
WASHINGTON,DC20001
  PC GENERAL OPERATING EXPENSES 55,000

BAMAH

626 Q ST NW 2
WASHINGTON,DC20001
  PC GENERAL OPERATING EXPENSES 50,000

BAR ILAN UNIVERSITY (RA)

MAX AND ANNA WEBB ST
RAMATGAN,RAMAT-GAN  
IS
  PC GENERAL OPERATING EXPENSES 690,116

BAR ILAN UNIVERSITY (RA)

MAX AND ANNA WEBB ST
RAMATGAN,RAMAT-GAN  
IS
  PC GENERAL OPERATING EXPENSES 690,116

BERGEN HATZALAH EMERGENCY MEDICAL SERVICES INC

240 BROAD AVENUE C/O CONGREGATION
AHAVATH TORAH
ENGLEWOOD,NJ07631
  PC GENERAL OPERATING EXPENSES 40,000

BERGEN VOLUNTEER MEDICAL INITIATIVE

75 ESSEX STREET SUITE 100
HACKENSACK,NJ07601
  PC GENERAL OPERATING EXPENSES 50,000

BERGEN VOLUNTEER MEDICAL INITIATIVE

75 ESSEX STREET SUITE 100
HACKENSACK,NJ07631
  PC GENERAL OPERATING EXPENSES 50,000

BEZALEL ACADEMY OF ARTS AND DESIGN JERUSALEM

1 ISRAEL ZMORA STREET
JERUSALEM,JERUSALEM  
IS
  PC GENERAL OPERATING EXPENSES 100,000

BOARD OF JEWISH EDUCATION INC

525 8TH AVENUE
NEW YORK,NY10018
  PC GENERAL OPERATING EXPENSES 31,500

BREAKTHROUGH T1D

200 VESEY ST 28 FL
NEW YORK,NY10281
  PC GENERAL OPERATING EXPENSES 375,000

BROTHERS FOR LIFE

1126 34TH AVENUE STE 309
SEATTLE,WA98122
  PC GENERAL OPERATING EXPENSES 10,000

CAUCUS EDUCATIONAL CORPORATION INC

75 MIDLAND AVENUE
MONTCLAIR,NJ07042
  PC GENERAL OPERATING EXPENSES 140,000

CAUCUS EDUCATIONAL CORPORATION INC

75 MIDLAND AVENUE
MONTCLAIR,NJ07042
  PC GENERAL OPERATING EXPENSES 140,000

CENTER FOR FOOD ACTION IN NEW JERSEY

192 WEST DEMAREST AVENUE
ENGLEWOOD,NJ07631
  PC GENERAL OPERATING EXPENSES 1,000

CENTER FOR INTERRELIGIOUS UNDERSTANDING INC

492-C CEDAR LANE PMB127
TEANECK,NJ07666
  PC GENERAL OPERATING EXPENSES 5,000

CHRONICLE OF A PEOPLE FOUNDATION INC

C/O FRANCOIS CHATEAU DENTONS US LLP
1221 AVE OF THE AMERICAS
NEW YORK,NY100201089
  PC GENERAL OPERATING EXPENSES 500,000

CITYMEALS-ON-WHEELS

355 LEXINGTON AVE THIRD FL
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 60,000

COLUMBIA BARNARD HILLEL INC

606 W 115TH STREET
NEW YORK,NY10025
  PC GENERAL OPERATING EXPENSES 50,000

COLUMBIA UNIVERSITY

RUSS BERRIE MEDICAL SCIENCE
PAVILION 1150 ST NICHOLAS AVE
NEW YORK,NY10027
  PC GENERAL OPERATING EXPENSES 310,925

COLUMBIA UNIVERSITY

630 WEST 168TH STREET PS ROOM 2-421
NEW YORK,NY10027
  PC GENERAL OPERATING EXPENSES 17,500

COLUMBIA UNIVERSITY

630 WEST 168TH STREET PS ROOM 2-421
NEW YORK,NY10027
  PC GENERAL OPERATING EXPENSES 276,996

COLUMBIA UNIVERSITY

630 WEST 168TH STREET PS ROOM 2-421
NEW YORK,NY10027
  PC GENERAL OPERATING EXPENSES 25,000

EPIC COALITION INC

ONE BOLAND DRIVE STE 101
WEST ORANGE,NJ07052
  PC GENERAL OPERATING EXPENSES 18,000

FOUNDATION FOR FILIPINA WOMEN'S NETWORK

PO BOX 192143
SAN FRANCISCO,CA94119
  PC GENERAL OPERATING EXPENSES 5,000

FRIENDS OF BEZALEL ACADEMY OF ARTS AND DESIGN INC

244 5TH AVENUE STE 2734
NEW YORK,NY10001
  PC GENERAL OPERATING EXPENSES 24,500

FRIENDS OF JCC KRAKOW

74 LAFAYETTE AVENUE
SUFFERN,NY10901
  PC GENERAL OPERATING EXPENSES 20,000

FRIENDS OF OFANIM INC

1255 DRUMMERS LANE STE 200
WAYNE,PA19087
  PC GENERAL OPERATING EXPENSES 100,000

GREATER BERGEN COMMUNITY ACTION INC

392 MAIN STREET
HACKENSACK,NJ07601
  PC GENERAL OPERATING EXPENSES 80,000

GREATER BERGEN COMMUNITY ACTION INC

392 MAIN STREET
HACKENSACK,NJ07601
  PC GENERAL OPERATING EXPENSES 400,000

HILLEL- THE FOUNDATION FOR JEWISH CAMPUS LIFE

800 17TH STREET NW
WASHINGTON,DC200013724
  PC GENERAL OPERATING EXPENSES 50,000

HILLEL- THE FOUNDATION FOR JEWISH CAMPUS LIFE

800 17TH STREET NW
WASHINGTON,DC200013724
  PC GENERAL OPERATING EXPENSES 52,500

HOLY NAME MEDICAL CENTER FOUNDATION

718 TEANECK ROAD
TEANECK,NJ07666
  PC GENERAL OPERATING EXPENSES 25,000

HOLY NAME MEDICAL CENTER FOUNDATION

718 TEANECK ROAD
TEANECK,NJ07666
  PC GENERAL OPERATING EXPENSES 5,000

IMPACT CUBED

441 SAXONY ROAD
ENCINITAS,CA92024
  PC GENERAL OPERATING EXPENSES 50,000

IN(HEIR)ITANCE PROJECT LTD

352 WEST 117TH STREET 5E
NEW YORK,NY10026
  PC GENERAL OPERATING EXPENSES 35,000

INSTITUTE OF INTERNATIONAL EDUCATION INC

ONE WORLD TRADE CENTER 36TH FLOOR
NEW YORK,NY10007
  PC GENERAL OPERATING EXPENSES 136,692

INTERFAITH AMERICA

141 W JACKSON BLVD STE 3200
CHICAGO,IL60604
  PC GENERAL OPERATING EXPENSES 55,000

ISRAEL ON CAMPUS COALITION

PO BOX 34640
WASHINGTON DC,DC20043
  PC GENERAL OPERATING EXPENSES 60,000

ISRAELI AMERICAN COUNCIL

6530 WINNETKA AVE
WOODLAND HILLS,CA91367
  PC GENERAL OPERATING EXPENSES 10,000

JESPY HOUSE

76 SOUTH ORANGE AVE SUITE 205
SOUTH ORANGE,NJ070792112
  PC GENERAL OPERATING EXPENSES 15,000

JEWBELONG INC

45 AFTERGLOW WAY
VERONA,NJ07044
  PC GENERAL OPERATING EXPENSES 5,000

JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH

5738 FORBES AVE
PITTSBURGH,PA15217
  PC GENERAL OPERATING EXPENSES 45,000

JEWISH COMMUNITY CENTER OF METROWEST INC

LEON TOBY COOPERMAN BDLG 760
NORTHFIELD AVE
WEST ORANGE,NJ07052
  PC GENERAL OPERATING EXPENSES 33,000

JEWISH COMMUNITY CENTER OF METROWEST INC

LEON TOBY COOPERMAN BDLG 760
NORTHFIELD AVE
WEST ORANGE,NJ07052
  PC GENERAL OPERATING EXPENSES 1,000

JEWISH COMMUNITY CENTER OF METROWEST INC

LEON TOBY COOPERMAN BDLG 760
NORTHFIELD AVE
WEST ORANGE,NJ07052
  PC GENERAL OPERATING EXPENSES 43,000

JEWISH COMMUNITY CENTER OF METROWEST INC

LEON TOBY COOPERMAN BDLG 760
NORTHFIELD AVE
WEST ORANGE,NJ07052
  PC GENERAL OPERATING EXPENSES 85,000

JEWISH COMMUNITY CENTER ON THE PALISADES

411 EAST CLINTON AVENUE
TENAFLY,NJ07670
  PC GENERAL OPERATING EXPENSES 50,000

JEWISH COMMUNITY CENTER ON THE PALISADES

411 EAST CLINTON AVENUE
TENAFLY,NJ07670
  PC GENERAL OPERATING EXPENSES 50,000

JEWISH COMMUNITY CENTER ON THE PALISADES

411 EAST CLINTON AVENUE
TENAFLY,NJ07670
  PC GENERAL OPERATING EXPENSES 25,000

JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA

520 EIGHTH AVE 4TH FL
NEW YORK,NY10018
  PC GENERAL OPERATING EXPENSES 41,000

JEWISH COMMUNITY PROJECT OF LOWER MANHATTAN

146 DUANE STREET
NEW YORK,NY10013
  PC GENERAL OPERATING EXPENSES 15,000

JEWISH COUNCIL FOR PUBLIC AFFAIRS

25 BROADWAY SUITE 1700
NEW YORK,NY10004
  PC GENERAL OPERATING EXPENSES 30,000

JEWISH FAMILY AND CHILDREN'S SERVICES OF NORTHERN NEW JERSEY

1485 TEANECK ROAD
TEANECK,NJ07666
  PC GENERAL OPERATING EXPENSES 10,000

JEWISH FEDERATION OF NORTHERN NEW JERSEY

50 EISENHOWER DRIVE
PARAMUS,NJ07652
  PC GENERAL OPERATING EXPENSES 275,000

JEWISH FEDERATION OF NORTHERN NEW JERSEY

50 EISENHOWER DRIVE
PARAMUS,NJ07652
  PC GENERAL OPERATING EXPENSES 100,000

JEWISH FEDERATION OF NORTHERN NEW JERSEY

50 EISENHOWER DRIVE
PARAMUS,NJ07652
  PC GENERAL OPERATING EXPENSES 137,500

JEWISH FEDERATION OF NORTHERN NEW JERSEY

50 EISENHOWER DRIVE
PARAMUS,NJ07652
  PC GENERAL OPERATING EXPENSES 25,000

JEWISH FEDERATION OF NORTHERN NEW JERSEY

50 EISENHOWER DRIVE
PARAMUS,NJ07652
  PC GENERAL OPERATING EXPENSES 25,000

JEWISH FEDERATION OF NORTHERN NEW JERSEY

50 EISENHOWER DRIVE
PARAMUS,NJ07652
  PC GENERAL OPERATING EXPENSES 44,500

JEWISH FEDERATIONS OF NORTH AMERICA INC

25 BROADWAY SUITE 1700
NEW YORK,NY100041010
  PC GENERAL OPERATING EXPENSES 20,000

JEWISH FEDERATIONS OF NORTH AMERICA INC

25 BROADWAY SUITE 1700
NEW YORK,NY100041010
  PC GENERAL OPERATING EXPENSES 75,000

JEWISH FOOD SOCIETY

873 BROADWAY 502
NEW YORK,NY10003
  PC GENERAL OPERATING EXPENSES 3,000

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET SUITE 900
NEW YORK,NY10001
  PC GENERAL OPERATING EXPENSES 30,000

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET SUITE 900
NEW YORK,NY10001
  PC GENERAL OPERATING EXPENSES 10,000

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET SUITE 900
NEW YORK,NY10001
  PC GENERAL OPERATING EXPENSES 30,000

JEWISH HERITAGE PROGRAMS

4032 SPRUCE STREET
PHILADELPHIA,PA19104
  PC GENERAL OPERATING EXPENSES 15,000

JEWISH HERITAGE PROGRAMS

4032 SPRUCE STREET
PHILADELPHIA,PA19104
  PC GENERAL OPERATING EXPENSES 15,000

JEWISH VOTERS UNITE INC

PO BOX 150
WHITE PLAINS,NY10602
  PC GENERAL OPERATING EXPENSES 40,000

KABBALAH CENTRE INTERNATIONAL

1062 ROBERSTON BLVD
LOS ANGELES,CA90035
  PC GENERAL OPERATING EXPENSES 2,000

KEREN SHITUF TORMIM (KESHET)

PO BOX 376 SHFAYIM CENTER 2ND FL
SHFAYIM,SHFAYIM  
IS
  PC GENERAL OPERATING EXPENSES 5,000

KEREN SHITUF TORMIM (KESHET)

PO BOX 376 SHFAYIM CENTER 2ND FL
SHFAYIM,SHFAYIM  
IS
  PC GENERAL OPERATING EXPENSES 5,000

KEREN SHITUF TORMIM (KESHET)

PO BOX 376 SHFAYIM CENTER 2ND FL
SHFAYIM,SHFAYIM  
IS
  PC GENERAL OPERATING EXPENSES 10,000

KEREN SHITUF TORMIM (KESHET)

PO BOX 376 SHFAYIM CENTER 2ND FL
SHFAYIM,SHFAYIM  
IS
  PC GENERAL OPERATING EXPENSES 1,275,000

KEREN SHITUF TORMIM (KESHET)

PO BOX 376 SHFAYIM CENTER 2ND FL
SHFAYIM,SHFAYIM  
IS
  PC GENERAL OPERATING EXPENSES 5,000

KEREN SHITUF TORMIM (KESHET)

PO BOX 376 SHFAYIM CENTER 2ND FL
SHFAYIM,SHFAYIM  
IS
  PC GENERAL OPERATING EXPENSES 35,000

KEREN SHITUF TORMIM (KESHET)

PO BOX 376 SHFAYIM CENTER 2ND FL
SHFAYIM,SHFAYIM  
IS
  PC GENERAL OPERATING EXPENSES 5,000

KEREN SHITUF TORMIM (KESHET)

PO BOX 376 SHFAYIM CENTER 2ND FL
SHFAYIM,SHFAYIM  
IS
  PC GENERAL OPERATING EXPENSES 10,000

KEREN SHITUF TORMIM (KESHET)

PO BOX 376 SHFAYIM CENTER 2ND FL
SHFAYIM,SHFAYIM  
IS
  PC GENERAL OPERATING EXPENSES 10,000

KEREN SHITUF TORMIM (KESHET)

PO BOX 376 SHFAYIM CENTER 2ND FL
SHFAYIM,SHFAYIM  
IS
  PC GENERAL OPERATING EXPENSES 10,000

KEREN SHITUF TORMIM (KESHET)

PO BOX 376 SHFAYIM CENTER 2ND FL
SHFAYIM,SHFAYIM  
IS
  PC GENERAL OPERATING EXPENSES 10,000

MAOZ-SEAL

4 HAMELACHA STREET
LOD,LOD  
IS
  PC GENERAL OPERATING EXPENSES 200,000

MAOZ-SEAL

4 HAMELACHA STREET
LOD,LOD  
IS
  PC GENERAL OPERATING EXPENSES 350,000

MAOZ-SEAL

4 HAMELACHA STREET
LOD,LOD  
IS
  PC GENERAL OPERATING EXPENSES 450,000

MAOZ-SEAL

4 HAMELACHA STREET
LOD,LOD  
IS
  PC GENERAL OPERATING EXPENSES 30,000

MODERN WIDOWS CLUB

127 W FAIRBANKS AVENUE 282
WINTER PARK,FL32789
  PC GENERAL OPERATING EXPENSES 5,000

MOISHE HOUSE

441 SAXONY ROAD BARN 2
ENCINITAS,CA92024
  PC GENERAL OPERATING EXPENSES 25,000

MOISHE HOUSE

441 SAXONY ROAD BARN 2
ENCINITAS,CA92024
  PC GENERAL OPERATING EXPENSES 96,374

MOMENTUM UNLIMITED INC

6101 EXECUTIVE BLVD STE 240
ROCKVILLE,MD20852
  PC GENERAL OPERATING EXPENSES 10,000

MOVE FOR HUNGER

7 THIRD AVENUE
NEPTUNE CITY,NJ07753
  PC GENERAL OPERATING EXPENSES 1,000

NECHAMA-JEWISH DISASTER RESPONSE

PO BOX 17249
SAINT PAUL,MN55117
  PC GENERAL OPERATING EXPENSES 18,000

NEW ISRAEL FUND

6 EAST 39TH STREET STE 301
NEW YORK,NY100160112
  PC GENERAL OPERATING EXPENSES 25,000

NEW JERSEY FEDERATION OF YOUNG MEN'S HEBREW ASSOCIATION AND YOUNG WOMEN'S H

21 PLYMOUTH STREET
FAIRFIELD NJ,NJ07044
  PC GENERAL OPERATING EXPENSES 20,000

NEW JERSEY FEDERATION OF YOUNG MEN'S HEBREW ASSOCIATION AND YOUNG WOMEN'S H

21 PLYMOUTH STREET
FAIRFIELD NJ,NJ07044
  PC GENERAL OPERATING EXPENSES 55,000

NEW YORK CITY POLICE FOUNDATION INC

555 FIFTH AVE15TH FL
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 5,000

N'KISI INSTITUTE

4980 S ALMA SCHOOL RD 2-509
CHANDLER,AZ85248
  PC GENERAL OPERATING EXPENSES 5,000

NLI USA INC

1441 BROADWAY SUITE 6072
NEW YORK,NY100364902
  PC GENERAL OPERATING EXPENSES 500,000

ONE SIMPLE WISH

1977 NORTH OLDEN AVE 292
TRENTON,NJ08618
  PC GENERAL OPERATING EXPENSES 1,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 5,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 25,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 5,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 10,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 5,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 50,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 10,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 150,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 50,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 10,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 75,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 65,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 10,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 7,500

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 75,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 250,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 65,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 45,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 25,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 100,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 3RD AVENUE ROOM 1500
NEW YORK,NY10017
  PC GENERAL OPERATING EXPENSES 8,000

RAMAPO COLLEGE FOUNDATION

505 RAMAPO VALLEY RD
MAHWAH,NJ074301623
  PC GENERAL OPERATING EXPENSES 275,515

RAMAPO COLLEGE FOUNDATION

505 RAMAPO VALLEY RD
MAHWAH,NJ074301623
  PC GENERAL OPERATING EXPENSES 333,123

RAMAPO COLLEGE FOUNDATION

505 RAMAPO VALLEY RD
MAHWAH,NJ074301623
  PC GENERAL OPERATING EXPENSES 350,000

RISING TIDE CAPITAL INC

PO BOX 10188PMB 56701
NEWARK,NJ071013188
  PC GENERAL OPERATING EXPENSES 5,000

RUTGERS HILLEL

70 COLLEGE AVENUE
NEW BRUNSWICK,NJ08901
  PC GENERAL OPERATING EXPENSES 50,000

RUTGERS HILLEL

70 COLLEGE AVENUE
NEW BRUNSWICK,NJ08901
  PC GENERAL OPERATING EXPENSES 15,500

SEFARIA INC

228 PARK AVENUE S STE 79262
NEW YORK,NY10003
  PC GENERAL OPERATING EXPENSES 10,000

SERVICES FOR CHILDREN WITH HIDDEN INTELLIGENCE (SCHI)

1771 MADISON AVENUE SUITE 8
LAKEWOOD,NJ08701
  PC GENERAL OPERATING EXPENSES 25,000

SHALOM HARTMAN INSTITUTE OF NORTH AMERICA

475 RIVERSIDE DRIVE SUITE 1450
NEW YORK,NY10115
  PC GENERAL OPERATING EXPENSES 300,000

SHALOM HARTMAN INSTITUTE OF NORTH AMERICA

475 RIVERSIDE DRIVE SUITE 1450
NEW YORK,NY10115
  PC GENERAL OPERATING EXPENSES 10,000

SHALOM HARTMAN INSTITUTE OF NORTH AMERICA

475 RIVERSIDE DRIVE SUITE 1450
NEW YORK,NY10115
  PC GENERAL OPERATING EXPENSES 100,000

SHALOM HARTMAN INSTITUTE OF NORTH AMERICA

475 RIVERSIDE DRIVE SUITE 1450
NEW YORK,NY10115
  PC GENERAL OPERATING EXPENSES 7,500

SHALOM HARTMAN INSTITUTE OF NORTH AMERICA

475 RIVERSIDE DRIVE SUITE 1450
NEW YORK,NY10115
  PC GENERAL OPERATING EXPENSES 5,000

SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY

275 MCKINLEY AVENUE
NEW MILFORD,NJ07646
  PC GENERAL OPERATING EXPENSES 50,000

START-UP NATION CENTRAL LTD (CC)

28 LILIENBLUM STREET
TELAVIV,TEL AVIV  
IS
  PC GENERAL OPERATING EXPENSES 140,000

THE ELISABETH MORROW SCHOOL

435 LYDECKER STREET
ENGLEWOOD,NJ07631
  PC GENERAL OPERATING EXPENSES 10,000

THE GIVING BACK FUND INC

500 COMMERCIAL ST STE 4R
BOSTON,MA02109
  PC GENERAL OPERATING EXPENSES 5,000

THE GOODNATION FOUNDATION INC

100 CROSBY ST SUITE 301
NEW YORK,NY10012
  PC GENERAL OPERATING EXPENSES 50,000

THE JEWISH COMMUNITY CENTER IN MANHATTAN INC

334 AMSTERDAM AVENUE
NEW YORK,NY100238205
  PC GENERAL OPERATING EXPENSES 25,000

THE SHEBA FUND FOR HEALTH SERVICES AND RESEARCH

MSR - THE ISRAEL CENTER FOR MEDICAL
SIMULATION BITAN 54 SHEBA MEDICAL C
TEL HASHOMER,TEL HASHOMER  
IS
  PC GENERAL OPERATING EXPENSES 600,000

THE SHEBA FUND FOR HEALTH SERVICES AND RESEARCH

MSR - THE ISRAEL CENTER FOR MEDICAL
SIMULATION BITAN 54 SHEBA MEDICAL C
TEL HASHOMER,TEL HASHOMER  
IS
  PC GENERAL OPERATING EXPENSES 600,000

THE SHEBA FUND FOR HEALTH SERVICES AND RESEARCH

MSR - THE ISRAEL CENTER FOR MEDICAL
SIMULATION BITAN 54 SHEBA MEDICAL C
TEL HASHOMER,TEL HASHOMER  
IS
  PC GENERAL OPERATING EXPENSES 750,000

THE VOLUNTEER CENTER OF BERGEN COUNTY INC

64 PASSAIC STREET
HACKENSACK,NJ07601
  PC GENERAL OPERATING EXPENSES 1,000

UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA

40 RECTOR ST 4TH FL
NEW YORK,NY10006
  PC GENERAL OPERATING EXPENSES 50,000

UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC

130 EAST 59TH STREET
NEW YORK,NY10022
  PC GENERAL OPERATING EXPENSES 150,000

UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC

130 EAST 59TH STREET
NEW YORK,NY10022
  PC GENERAL OPERATING EXPENSES 30,000

WOMEN'S RIGHTS INFORMATION CENTER

108 W PALISADE AVENUE
ENGLEWOOD,NJ07631
  PC GENERAL OPERATING EXPENSES 1,000

YOUNG JUDAEA GLOBAL INC

575 EIGHTH AVENUE 11TH FLOOR
NEW YORK,NY100183549
  PC GENERAL OPERATING EXPENSES 10,000

YOUNG MENS-YOUNG WOMENS HEBREW ASSOCIATION OF BERGEN COUNTY

450 WEST NYACK ROAD
WEST NYACK,NY10094
  PC GENERAL OPERATING EXPENSES 40,000
Total .................................right arrow 3a 16,036,357
bApproved for future payment

AMERICAN FRIENDS OF ITIM
POB 45435
NEW YORK,NY10018
  PC GENERAL OPERATING EXPENSES 200,000

AMERICAN FRIENDS OF NATAL INC
1120 AVENUE OF THE AMERICAS 4TH
FLOOR
NEW YORK,NY10036
  PC GENERAL OPERATING EXPENSES 10,000

AMERICANS FOR BEN-GURION UNIVERSITY INC
1001 AVENUE OF THE AMERICAS 19TH
FLOOR
NEW YORK,NY10018
  PC GENERAL OPERATING EXPENSES 10,000

BERGEN FAMILY CENTER INC
44 ARMORY STREET
ENGLEWOOD,NJ07631
  PC GENERAL OPERATING EXPENSES 5,000

CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREET 22ND FLOOR
NEW YORK,NY10038
  PC GENERAL OPERATING EXPENSES 5,000

DEEP SPRINGS CORPORATION
HC 72 BOX 45001
DYER,NV89010
  PC GENERAL OPERATING EXPENSES 20,000

DIABETES RESEARCH INSTITUTE FOUNDATION
200 SOUTH PARK ROAD STE 100
HOLLYWOOD,FL33021
  PC GENERAL OPERATING EXPENSES 5,000

ENGLEWOOD HOSPITAL AND MEDICAL CENTER
350 ENGLE STREET
ENGLEWOOD,NJ07631
  PC GENERAL OPERATING EXPENSES 2,500

FIRST FRIENDS OF NEW JERSEY AND NEW YORK
53 SO HACKENSACK AVE 2ND FLOOR
KEARNY,NJ07032
  PC GENERAL OPERATING EXPENSES 2,500

FUND FOR ISRAEL'S TOMORROW
3389 SHERIDAN STREET 488
HOLLYWOOD,FL33021
  PC GENERAL OPERATING EXPENSES 8,500

JERUSALEM FOUNDATION INC
420 LEXINGTON AVE STE 1645
NEW YORK,NY10170
  PC GENERAL OPERATING EXPENSES 35,000

JEWISH COMMUNITY CENTER OF METROWEST INC
LEON TOBY COOPERMAN BLDG 760
NORTHFIELD AVE
WEST ORANGE,NJ07052
  PC GENERAL OPERATING EXPENSES 1,000

JEWISH COMMUNITY CENTER ON THE PALISADES
411 EAST CLINTON AVE
TENAFLY,NJ07670
  PC GENERAL OPERATING EXPENSES 100,000

JEWISH COMMUNITY CENTER ON THE PALISADES
411 EAST CLINTON AVE
TENAFLY,NJ07670
  PC GENERAL OPERATING EXPENSES 200,000

JEWISH COMMUNITY PROJECT OF LOWER MANHATTAN
146 DUANE STREET
NEW YORK,NY10013
  PC GENERAL OPERATING EXPENSES 10,000

JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVE
PARAMUS,NJ07652
  PC GENERAL OPERATING EXPENESES 565,000

JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVE
PARAMUS,NJ07652
  PC GENERAL OPERATING EXPENSES 20,000

JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900
NEW YORK,NY10001
  PC GENERAL OPERATING EXPENSES 80,000

KABBALAH CENTRE INTERNATIONAL
1062 ROBERTSON BLVD
LOS ANGELES,CA90035
  PC GENERAL OPERATING EXPENSES 2,000

MOMENTUM UNLIMITED INC
6101 EXECUTIVE BLVD STE 240
ROCKVILLE,MD20852
  PC GENERAL OPERATING EXPENSES 8,500

MOVE FOR HUNGER
7 THIRD AVENUE
NEPTUNE CITY,NJ07753
  PC GENERAL OPERATING EXPENSES 2,500

REFORMED CHURCH OF HIGHLAND PARK AFFORDABLE HOUSING CORPORATION
19 SOUTH 2ND AVENUE
HIGHLAND PARK,NJ08904
  PC GENERAL OPERATING EXPENSES 2,500

THE VOLUNTEER CENTER OF BERGEN COUNTY INC
64 PASSAIC STREET
HACKENSACK,NJ07601
  PC GENERAL OPERATING EXPENSES 4,000

THE WEXNER FOUNDATION
8000 WALTON PARKWAY STE 110
NEW ALBANY,OH43054
  PC GENERAL OPERATING EXPENSES 350,000

UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA
40 RECTOR ST 4TH FL
NEW YORK,NY10006
  PC GENERAL OPERATING EXPENSES 50,000

WOMEN'S RIGHTS INFORMATION CENTER
108 W PALISADE AVENUE
ENGLEWOOD,NJ07631
  PC GENERAL OPERATING EXPENSES 5,000
Total ................................. right arrow 3b 1,704,000
Form 990-PF (2024)
Form 990-PF (2024)
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 33,431  
4 Dividends and interest from securities ....     14 970,538  
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 ..... 900003 299,747 01 445,658  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 18,633,638  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aDEFERRED INCOME TAXES
        175,901
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 299,747 20,083,265 175,901
13Total. Add line 12, columns (b), (d), and (e)..................
13
20,558,913
(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.)
11A FEDERAL EXCISE TAXES
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE RUSSELL BERRIE FOUNDATION
EIN:
22-2620908
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 87,475 6,998   76,980

TY 2024 GeneralExplanationAttachment
Name:
THE RUSSELL BERRIE FOUNDATION
EIN:
22-2620908
Identifier Return Reference Explanation
OWNERSHIP OF CONTROLLED GROUP FORM 990PF, PART VI-A, LINE 11 RBF PHILANTHROPIC SERVICES, LTD., AN ISRAEL CORPORATION WHOLLY OWNED SUBISIDIARY OF THE FOUNDATIONEIN 51-XXX-XX-XXXX ROTHSCHILDTEL AVIV, ISRAEL

TY 2024 InvestmentsOtherSchedule2
Name:
THE RUSSELL BERRIE FOUNDATION
EIN:
22-2620908
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMOON 2 FUND FMV 2,151,844 2,151,844
ARISTOTLE BOSTON SMALL CAP EQUITY ACCOUNT FMV 7,200,601 7,200,601
ARTISAN INTERNATIONAL VALUE FUND FMV 4,868,413 4,868,413
AVENUE EUROPE PRIVATE LENDING FMV 3,219,062 3,219,062
AVENUE EUROPE SPECIAL SITUATIONS FMV 4,091,299 4,091,299
AXIOM INTERNATIONAL FMV 9,890,177 9,890,177
BRIDGES ISRAEL FMV 1,098,849 1,098,849
CANYON VALUE REALIZATION FUND FMV 3,738,674 3,738,674
CORVEX OFFSHORE II LTD FMV 2,525,972 2,525,972
ENTRE CAPITAL FMV 3,286,589 3,286,589
GOVERNORS LANE FMV 4,650,012 4,650,012
GQG PARTNERS EMERGING MARKETS EQUITY FUND FMV 4,095,307 4,095,307
GSO CAPITAL SOLUTIONS OVERSEAS FMV 25,005 25,005
JVP CAPITAL GROWTH OPPORTUNITY X FMV 4,410,320 4,410,320
JVP MEDIA V FMV 335,466 335,466
JVP VII LP FMV 6,792,279 6,792,279
JVP VII OPPORTUNITY LP FMV 4,594,913 4,594,913
JVP VIII LP FMV 4,441,738 4,441,738
LP - MILLENIUM FMV 3,716,089 3,716,089
OCH-ZIFF OVERSEAS FUND II FMV 10,616 10,616
PITANGO HEALTHTECH FUND I, L.P. FMV 1,919,407 1,919,407
RIVULET CAPITAL FMV 3,954,324 3,954,324
TAKWIN VENTURES FMV 423,547 423,547
TPG - AXON PARTNERS (OFFSHORE) FMV 189,496 189,496
TRI-VENTURES FMV 1,743,699 1,743,699
VANGUARD INST. FMV 30,631,678 30,631,678
VARDE INVESTMENT PARTNERS FMV 4,089,283 4,089,283
VIOLA PARTNERS FUND 4 FMV 3,100,617 3,100,617
VIOLA PARTNERS FUND 5 FMV 2,996,390 2,996,390
VPARTNERS III FMV 533,823 533,823
IANGELS FMV 60,316 60,316

TY 2024 LegalFeesSchedule
Name:
THE RUSSELL BERRIE FOUNDATION
EIN:
22-2620908
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 25,187 2,518   22,669


TY 2024 OtherAssetsSchedule
Name:
THE RUSSELL BERRIE FOUNDATION
EIN:
22-2620908
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
REDEMPTION REC 1,996,135 6,173,099 6,173,099
BENEFICIAL INTEREST IN CHARITABLE LED UNITRUST 10,964,585 11,867,916 11,867,916
OPERATING LEASE RIGHT -OF-USE ASSETS 1,747,548 1,540,670 1,540,670


TY 2024 OtherDecreasesSchedule
Name:
THE RUSSELL BERRIE FOUNDATION
EIN:
22-2620908
Description Amount
UNREALIZED LOSS ON INVESTMENTS 6,473,134


TY 2024 OtherExpensesSchedule
Name:
THE RUSSELL BERRIE FOUNDATION
EIN:
22-2620908
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 54,277 5,289   48,988
MISCELLANEOUS 31,707 3,089   28,618
OFFICE EXPENSE 11,913 1,161   10,752
TELEPHONE 10,926 1,065   9,861


TY 2024 OtherIncomeSchedule2
Name:
THE RUSSELL BERRIE FOUNDATION
EIN:
22-2620908
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS 5 5 5
PARTNERSHIP PASS THRU INVESTMENT K-1 OTHER INCOME 445,653 445,653 445,653
PARTNERSHIP PASS THRU INVESTMENT K-1 UBI 299,747 0 299,747
DEFERRED INCOME TAXES 175,901   175,901


TY 2024 OtherIncreasesSchedule
Name:
THE RUSSELL BERRIE FOUNDATION
EIN:
22-2620908
Description Amount
CHANGE IN VALUE OF CHARITABLE LEAD UNITRUST 1,817,646


TY 2024 OtherLiabilitiesSchedule
Name:
THE RUSSELL BERRIE FOUNDATION
EIN:
22-2620908
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRRED TAX LIABILITY 701,620 525,719
LEASE LIABILITY 1,780,492 1,590,085


TY 2024 OtherProfessionalFeesSchedule
Name:
THE RUSSELL BERRIE FOUNDATION
EIN:
22-2620908
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 1,781,563 178,156   1,603,407
INVESTMENT MANAGEMENT FEES 233,861 233,861   0
PARTNERSHIP PASS THRU INVESTMENT EXPENSES 1,045,545 1,045,545   0


TY 2024 TaxesSchedule
Name:
THE RUSSELL BERRIE FOUNDATION
EIN:
22-2620908
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 166,484 16,232   150,252
PARTNERSHIP PASS THRU INTESTMENT -FOREIGN TAXES PAID 20,334 20,334   0
FEDERAL EXCISE TAXES 44,839 0   0