Totals
- Total revenue
- $2,202
- Total expenses
- $791,926
- Contributions and grants received
- $0
- Grants paid
- $745,000
- Program service revenue
- $0
- Investment income
- $2,202
- Other revenue
- $0
- Total assets, end of year
- $4,403,237
- Total liabilities, end of year
- $740,466
- Net assets or fund balances, end of year
- $3,662,771
- Program services expenses (Part IX)
- $745,000
- Management and general expenses
- $46,926
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $745,000
Program services were 94.1% 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.
-
3 · Investment income
total $2,202 · related or exempt $2,202
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $745,000 · program services $745,000
-
24a · Other expenses: CONSULTANT EXPENSES
total $26,940 · management and general $26,940
-
24b · Other expenses: ADMINISTRATIVE EXPENSES
total $19,736 · management and general $19,736
-
24c · Other expenses: NYS ANNUAL FILING FEE
total $250 · management and general $250
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $10,440 · end of year $364,901
-
12 · Investments: other securities
beginning of year $4,156,191 · end of year $4,037,785
-
15 · Other assets
beginning of year $1 · end of year $551
-
18 · Grants payable
end of year $350,000
-
25 · Other liabilities
beginning of year $15,730 · end of year $390,466
-
27 · Net assets without donor restrictions
beginning of year $4,150,902 · end of year $3,662,771
Mission and programs · 2022
Mission
SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC., (UJA-FEDERATION OF NEW YORK).
Activities or mission (Part I)
SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC.
-
GRANTS ARE MADE TO OTHER TAX EXEMPT ORGANIZATIONS IN FURTHERANCE OF UJA-FEDERATION OF NEW YORK'S CHARITABLE PURPOSES.
Expenses $745,000 · Grants $745,000
As filed on the 2022 return.
Listed in Part VII
-
Michael P LustigMICHAEL P LUSTIG
PRESIDENT/TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Stanley BaumblattSTANLEY BAUMBLATT
SECRETARY/TREASURER/TRUSTEE
- Total calculated
- $224,516
- From this org
- $0
- From related orgs
- $187,127
- Other
- $37,389
- Hours/week
- 1 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $185,319 related
- Bonus
- $0
- Other
- $0 + $1,808 related
- Deferred
- $0 + $17,854 related
- Nontaxable benefits
- $0 + $20,535 related
- Filer's total
- $0 + $225,516 related
-
Steven J FredmanSTEVEN J FREDMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Linda GerstelLINDA GERSTEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Gary GordonGARY GORDON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Rebecca Katz-WhiteREBECCA KATZ-WHITE
TRUSTEE
- Total calculated
- $114,947
- From this org
- $0
- From related orgs
- $109,537
- Other
- $5,410
- Hours/week
- 1 + 35 related
-
Evelyn B KenvinEVELYN B KENVIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Roni RubensteinRONI RUBENSTEIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Marc K SuvallMARC K SUVALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
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
-
JEWISH FEDERATIONS OF NORTH AMERICA
$330,000
FOR GENERAL CHARITABLE PURPOSES
-
$110,000
FOR GENERAL CHARITABLE PURPOSES
-
FOR GENERAL CHARITABLE PURPOSES
-
FOR GENERAL CHARITABLE PURPOSES
-
FOR GENERAL CHARITABLE PURPOSES
-
FOR GENERAL CHARITABLE PURPOSES
-
$25,000
FOR GENERAL CHARITABLE PURPOSES
-
$20,000
FOR GENERAL CHARITABLE PURPOSES
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.
-
501(C)(3) · PUBLIC CHARITY · NY
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
NEW YORK JEWISH INSTITUTIONS INVESTMENT FUND LLC
$4,099,446
Disposition · INVESTMENT ASSETS · Jul 1, 2022 · LLC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202411349349307981
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