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Nonprofiteer
← LUBIN-GREEN FOUNDATION

Form 990 for tax year 2023

Filed by LUBIN-GREEN FOUNDATION.

Totals

Total revenue
$419,669
Total expenses
$894,534
Contributions and grants received
$138
Grants paid
$748,600
Program service revenue
$0
Investment income
$419,531
Other revenue
$0
Total assets, end of year
$14,981,008
Total liabilities, end of year
$200,000
Net assets or fund balances, end of year
$14,781,008
Program services expenses (Part IX)
$748,600
Management and general expenses
$145,934
Fundraising expenses
$0
Program service expenses (Part III)
$748,600

Program services were 83.7% 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

    $138

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $53,338 · excluded $53,338

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $366,193

  • 7c · Gain or loss

    securities $366,193 · other assets $0

  • 7d · Net gain or loss

    total $366,193 · excluded $366,193

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $748,600 · program services $748,600

  • 11c · Fees: accounting

    total $40 · management and general $40

  • 11f · Fees: investment management

    total $145,774 · management and general $145,774

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $120 · management and general $120

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $46,095 · end of year $2,283

  • 3 · Pledges and grants receivable

    beginning of year $3,928 · end of year $3,928

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $14,391,208 · end of year $14,974,797

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $501,000 · end of year $200,000

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $13,940,231 · end of year $14,781,008

Mission and programs · 2023

Mission

SUPPORT OF THE JEWISH FEDERATION FUNCTIONS AND ACTIVITIES IN THE ST. LOUIS REGION AND ELSEWHERE.

  • ALLOCATION PAYMENTS - GRANTS TO PRE-SELECTED CHARITABLE ORGANIZATIONS FOR THE SUPPORT, MAINTENANCE AND MANAGEMENT OF THE GENERAL AND JEWISH CHARITABLE, SOCIAL WELFARE, CULTURAL, EDUCATIONAL AND PHILANTHROPIC ORGANIZATIONS IN THE METROPOLITAN ST. LOUIS AREA AND ELSEWHERE.

    Expenses $748,600 · Grants $748,600

As filed on the 2023 return.

Listed in Part VII

  • KAROLE GREEN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • BRIAN HERSTIG

    DIRECTOR

    Total calculated
    $339,544
    From this org
    $0
    From related orgs
    $308,452
    Other
    $31,092
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,452 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,654 related
    Nontaxable benefits
    $0 + $16,438 related
    Filer's total
    $0 + $339,544 related

  • KATHY GREEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LINDA RENNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL NEWMARK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT MILLSTONE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT NEWMARK

    DIRECTOR

    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. 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

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE ORGANIZATION RELIED ON ITS SUPPORTED ORGANIZATION, JEWISH FEDERATION OF ST. LOUIS, TO DETERMINE COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL. THE JEWISH FEDERATION OF ST. LOUIS USED THE FOLLOWING PRACTICES WHEN DETERMINING COMPENSATION: COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

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

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
5 November 2024
IRS schema version
2023v5.1
Source object
202423099349302672

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