Skip to content
Nonprofiteer
← THE ZANVYL AND ISABELLE KRIEGER FUND INC

Form 990 for tax year 2023

Filed by THE ZANVYL AND ISABELLE KRIEGER FUND INC.

Totals

Total revenue
$1,109,528
Total expenses
$2,813,041
Contributions and grants received
$80,000
Grants paid
$2,228,571
Program service revenue
$0
Investment income
$1,029,528
Other revenue
$0
Total assets, end of year
$29,781,176
Total liabilities, end of year
$97,926
Net assets or fund balances, end of year
$29,683,250
Program services expenses (Part IX)
$2,236,651
Management and general expenses
$576,390
Fundraising expenses
$0
Program service expenses (Part III)
$2,236,651

Program services were 79.5% 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.

  • 1d · Related organizations

    $80,000

  • 3 · Investment income

    total $434,126 · excluded $434,126

  • 7a · Gross sales of assets other than inventory

    securities $680,084

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

    securities $84,682

  • 7c · Gain or loss

    securities $595,402

  • 7d · Net gain or loss

    total $595,402 · excluded $595,402

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,228,571 · program services $2,228,571

  • 5 · Compensation of officers, directors and key employees

    total $184,462 · management and general $184,462

  • 7 · Other salaries and wages

    total $105,968 · management and general $105,968

  • 8 · Pension plan contributions

    total $4,132 · management and general $4,132

  • 9 · Other employee benefits

    total $19,322 · management and general $19,322

  • 10 · Payroll taxes

    total $19,994 · management and general $19,994

  • 11b · Fees: legal

    total $25,580 · management and general $25,580

  • 11f · Fees: investment management

    total $176,157 · management and general $176,157

  • 11g · Fees: other

    total $25,913 · management and general $25,913

  • 13 · Office expenses

    total $13,235 · management and general $13,235

  • 17 · Travel

    total $112 · management and general $112

  • 19 · Conferences, conventions and meetings

    total $9,517 · program services $8,080 · management and general $1,437

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $78 · management and general $78

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $96,714

  • 2 · Savings and temporary cash investments

    beginning of year $251,500

  • 11 · Investments: publicly traded securities

    beginning of year $12,498,149 · end of year $14,590,609

  • 12 · Investments: other securities

    beginning of year $15,999,189 · end of year $15,093,853

  • 17 · Accounts payable and accrued expenses

    end of year $340

  • 25 · Other liabilities

    beginning of year $0 · end of year $97,586

  • 27 · Net assets without donor restrictions

    beginning of year $28,748,838 · end of year $29,683,250

Mission and programs · 2023

Mission

THE FOUNDATION SUPPORTS PROGRAMS THAT ENHANCE INDIVIDUAL AND COMMUNITY POTENTIAL. THE FOUNDATION IS PRIMARILY COMMITTED TO PROGRAMS THAT BENEFIT RESIDENTS OF BALTIMORE CITY.

Activities or mission (Part I)

SUPPORT PROGRAMS THAT ENHANCE INDIVIDUAL & COMMUNITY POTENTIAL IN THE BALTIMORE CITY AREA.

  • PROVIDE GRANTS TO SUPPORT EFFORTS TO INCREASE OPPORTUNITIES FOR THOSE WITH THE LEAST WEALTH.

    Expenses $2,236,651 · Grants $2,228,571

As filed on the 2023 return.

Listed in Part VII

  • MARC B TERRILL

    SECRETARY AND PUBLIC DIRECTOR

    Total calculated
    $1,037,930
    From this org
    $0
    From related orgs
    $843,795
    Other
    $194,135
    Hours/week
    0.15 + 39.85 related

    Schedule J breakdown matched by us

    Base
    $0 + $732,733 related
    Bonus
    $0 + $75,000 related
    Other
    $0 + $36,062 related
    Deferred
    $0 + $163,200 related
    Nontaxable benefits
    $0 + $30,935 related
    Filer's total
    $0 + $1,037,930 related

  • BROOKE HISLE

    EXECUTIVE DIRECTOR

    Total calculated
    $183,077
    From this org
    $165,572
    From related orgs
    $0
    Other
    $17,505
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,572
    Bonus
    $0
    Other
    $0
    Deferred
    $6,758
    Nontaxable benefits
    $10,747
    Filer's total
    $183,077

  • HOWARD MILLER

    PRESIDENT AND PUBLIC DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • BETSY KRIEGER

    VICE PRESIDENT AND DONOR DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • JEAN K KAHN

    VICE PRESIDENT AND DONOR DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • MARC KAHN

    TREASURER AND DONOR DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • DAVID KANDEL

    DONOR DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • HOWARD K COHEN

    DONOR DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • JUDGE STUART R BERGER

    PUBLIC DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • BENJAMIN GREENWALD

    PUBLIC DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • RABBI STEVEN SCHWARTZ

    PUBLIC DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • KAREN H KREISBERG

    PUBLIC DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
MARC TERRILL PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. THERE WERE NO AMOUNTS VESTED OR RECEIVED FROM THE PLAN DURING THE TAX YEAR. MARC TERRILL HAS A CONTRACT EXECUTED JULY 1, 2020, THE TERMS AND CONDITIONS OF THE DEFERRED COMPENSATION PLAN ARE OUTLINED IN THE CONTRACT.
SCHEDULE J, PART II
THE DIRECTORS OF THE ZANVYL AND ISABELLE KRIEGER FUND INC. RECEIVE NO COMPENSATION FOR THEIR SERVICES, HOWEVER, ONE OF THE DIRECTORS IS EMPLOYED BY THE SUPPORTED ENTITY, THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. (THE ASSOCIATED). ALL OF THE COMPENSATION AND BENEFITS ARE PAID BY THE ASSOCIATED; NONE OF IT IS ATTRIBUTABLE TO THE SERVICE AS A DIRECTOR AND/OR OFFICER OF THE FOUNDATION. THE ZANVYL & ISABELLE KRIEGER FUND, INC. HAS TWO FULL-TIME EMPLOYEES. ALL COMPENSATION IS PROCESSED BY THE SUPPORTED ENTITY, THE ASSOCIATED. THE COMPENSATION COST INCLUDING RELATED TAXES AND BENEFITS ARE REIMBURSED BY THE ZANVYL & ISABELLE KRIEGER FUND, INC. TO THE ASSOCIATED.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202521349349302222

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.