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Nonprofiteer
← TAUBE FOUNDATION FOR JEWISH LIFE AND CULTURE

Form 990 for tax year 2022

Filed by TAUBE FOUNDATION FOR JEWISH LIFE AND CULTURE.

Totals

Total revenue
$1,080,129
Total expenses
$3,581,332
Contributions and grants received
$206,450
Grants paid
$2,374,700
Program service revenue
$0
Investment income
$723,952
Other revenue
$149,727
Total assets, end of year
$6,355,934
Total liabilities, end of year
$1,749,655
Net assets or fund balances, end of year
$4,606,279
Program services expenses (Part IX)
$2,995,722
Management and general expenses
$585,610
Fundraising expenses
$0
Program service expenses (Part III)
$2,995,722

Program services were 83.6% 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

    $206,450

  • 3 · Investment income

    total $59,860 · excluded $59,860

  • 7a · Gross sales of assets other than inventory

    securities $6,799,416 · other assets $775,691

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

    securities $6,383,274 · other assets $527,741

  • 7c · Gain or loss

    securities $416,142 · other assets $247,950

  • 7d · Net gain or loss

    total $664,092 · excluded $664,092

  • 11a · Other revenue: LIMITED PARTNERSHIP K-1'S

    total $138,000 · unrelated business $283,989 · excluded -$145,989

  • 11b · Other revenue: OTHER INCOME

    total $11,727 · excluded $11,727

  • 11e · Other revenue, total

    $149,727

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,374,700 · program services $2,374,700

  • 7 · Other salaries and wages

    total $305,682 · program services $183,409 · management and general $122,273

  • 11b · Fees: legal

    total $91,398 · management and general $91,398

  • 11c · Fees: accounting

    total $63,500 · management and general $63,500

  • 11f · Fees: investment management

    total $29,784 · management and general $29,784

  • 11g · Fees: other

    total $221,935 · program services $79,000 · management and general $142,935

  • 12 · Advertising and promotion

    total $258,154 · program services $211,729 · management and general $46,425

  • 13 · Office expenses

    total $138,908 · program services $73,591 · management and general $65,317

  • 16 · Occupancy

    total $22,332 · program services $11,831 · management and general $10,501

  • 17 · Travel

    total $74,939 · program services $61,462 · management and general $13,477

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $155,855 · end of year $88,680

  • 2 · Savings and temporary cash investments

    beginning of year $333,772 · end of year $1,844,026

  • 9 · Prepaid expenses and deferred charges

    beginning of year $117,844 · end of year $35,665

  • 11 · Investments: publicly traded securities

    beginning of year $6,756,058 · end of year $789,189

  • 12 · Investments: other securities

    beginning of year $5,367,363 · end of year $3,598,374

  • 17 · Accounts payable and accrued expenses

    beginning of year $184,189 · end of year $126,167

  • 18 · Grants payable

    beginning of year $5,004,166 · end of year $1,441,732

  • 25 · Other liabilities

    beginning of year $130,684 · end of year $181,756

  • 27 · Net assets without donor restrictions

    beginning of year $7,411,853 · end of year $4,606,279

Mission and programs · 2022

Mission

THE FOUNDATION OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF JEWISH FAMILY AND CHILDREN'S SERVICES, A PUBLIC CHARITY.

Activities or mission (Part I)

SUPPORTS CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF JEWISH FAMILY & CHILDREN'S SVS.

  • THE FOUNDATION MADE GRANTS AND INCURRED EXPENSES IN SUPPORT OF THE CHARITABLE, EDUCATIONAL, SCIENTIFIC OR RELIGIOUS PURPOSES OF JEWISH FAMILY AND CHILDREN'S SERVICES.

    Expenses $2,995,722 · Grants $2,374,700

As filed on the 2022 return.

Listed in Part VII

  • THADDEUS N TAUBE

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • DIANNE TAUBE

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • JEFF FARBER

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ANITA FRIEDMAN

    SECRETARY

    Total calculated
    $742,955
    From this org
    $0
    From related orgs
    $700,255
    Other
    $42,700
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $595,455 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $4,800 related
    Deferred
    $0 + $42,700 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $742,955 related

  • SHANA PENN

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEN MARCIANO

    CFO

    Total calculated
    $0
    Hours/week
    1

  • RICK MAYERSON

    CIO

    Total calculated
    $0
    Hours/week
    1

  • GAL TIROSH

    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

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
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202421369349316862

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