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← ROBISON FOUNDATION FR JEWISH ELDERS

Form 990 for tax year 2025

Filed by ROBISON FOUNDATION FR JEWISH ELDERS.

Totals

Total revenue
$10,250,699
Total expenses
$293,976
Contributions and grants received
$9,771,029
Grants paid
$0
Program service revenue
$0
Investment income
$479,670
Other revenue
$0
Total assets, end of year
$22,192,522
Total liabilities, end of year
$402
Net assets or fund balances, end of year
$22,192,120
Program services expenses (Part IX)
$119,743
Management and general expenses
$174,233
Fundraising expenses
$0
Program service expenses (Part III)
$119,743

Program services were 40.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $9,771,029

  • 3 · Investment income

    total $434,249 · excluded $434,249

  • 7a · Gross sales of assets other than inventory

    securities $45,421

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $45,421

  • 7d · Net gain or loss

    total $45,421 · excluded $45,421

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $14,545 · management and general $14,545

  • 11f · Fees: investment management

    total $101,267 · management and general $101,267

  • 11g · Fees: other

    total $49,029 · program services $49,029

  • 12 · Advertising and promotion

    total $400 · management and general $400

  • 13 · Office expenses

    total $53,815 · management and general $53,815

  • 19 · Conferences, conventions and meetings

    total $3,848 · management and general $3,848

  • 24a · Other expenses: FINANCIAL ASSISTANCE

    total $45,918 · program services $45,918

  • 24b · Other expenses: GRANT ALLOCATIONS

    total $17,524 · program services $17,524

  • 24c · Other expenses: SOCIAL ENRICHMENT PROGR

    total $7,272 · program services $7,272

  • 24d · Other expenses: OTHER EXPENSES

    total $358 · management and general $358

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $542,332 · end of year $11,544,584

  • 7 · Other notes and loans receivable

    beginning of year $4,092,999 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $7,036,146 · end of year $10,646,428

  • 15 · Other assets

    beginning of year $0 · end of year $1,510

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $402

  • 25 · Other liabilities

    beginning of year $2,237,074 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year -$1,907,332 · end of year -$1,907,332

  • 28 · Net assets with donor restrictions

    beginning of year $11,341,735 · end of year $24,099,452

Mission and programs · 2025

Mission

TO ENHANCE THE LIVES OF ELDERS IN OUR JEWISH COMMUNITY BY SUPPORTING THEIR SOCIAL, SPIRITUAL AND PHYSICAL WELL-BEING

  • PROVIDE GRANTS TO JEWISH ELDERS

    Expenses $66,553

  • PROVIDE SOCIAL ENRICHMENT PROGRAMS TO JEWISH ELDERS

    Expenses $7,272

  • PROVIDE FINANCIAL ASSISTANCE TO JEWISH ELDERS

    Expenses $45,918

As filed on the 2025 return.

Listed in Part VII

  • MICHAEL MILLENDER

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JAIMIE HARPER MSW LCSW

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DAVID HIRSCH

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MARGOT FEVES PEARMINE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • EDDY SHULDMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOSH ERDE-WOLLHEIM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LESLEY SACKS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KAREN BLAUER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Provenance

Return type
form_990
Tax year
2025
Filed
31 July 2026
IRS schema version
2025v4.2
Source object
202602189349300845

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