Form 990 for tax year 2023
Filed by ANTI DEFAMATION LEAGUE FOUNDATION.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2023 , filed 30 April 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $16,763,283 changed to $30,831,937
- Total expenses
- $13,067,832 changed to $20,684,285
- Contributions and grants received
- $10,809,836 changed to $25,873,955
- Grants paid
- $7,483,702 changed to $15,673,712
- Program service revenue
- $145,973 changed to $291,946
- Investment income
- $5,807,474 changed to $4,665,985
- Other revenue
- $0 changed to $51
- Total assets, end of year
- $151,712,903 changed to $165,164,081
- Total liabilities, end of year
- $15,821,611 changed to $5,564,452
- Net assets or fund balances, end of year
- $135,891,292 changed to $159,599,629
- Program services expenses
- $7,633,825 changed to $16,125,817
- Management and general expenses
- $4,410,818 changed to $1,949,887
- Fundraising expenses
- $1,023,189 changed to $2,608,581
- Program service expenses (Part III)
- $7,633,825 changed to $16,125,817
Listed only on the earlier return
- Eric HorodasERIC HORODAS
Listed only on the later return
- Susan RobersonSUSAN ROBERSON
Listed under a different title
- Gregory LibertinyGREGORY LIBERTINY: CFO then CFO (THRU 02/2024)
- Rochelle JacobsonROCHELLE JACOBSON: TRUSTEE then TRUSTEE (THRU 04/2024)
Totals
- Total revenue
- $16,763,283
- Total expenses
- $13,067,832
- Contributions and grants received
- $10,809,836
- Grants paid
- $7,483,702
- Program service revenue
- $145,973
- Investment income
- $5,807,474
- Other revenue
- $0
- Total assets, end of year
- $151,712,903
- Total liabilities, end of year
- $15,821,611
- Net assets or fund balances, end of year
- $135,891,292
- Program services expenses (Part IX)
- $7,633,825
- Management and general expenses
- $4,410,818
- Fundraising expenses
- $1,023,189
- Program service expenses (Part III)
- $7,633,825
Program services were 58.4% 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
$10,809,836
-
2a · Program service revenue: RENTAL INC FROM AFF. EXEMPT ORG.
total $145,973 · related or exempt $145,973
-
3 · Investment income
total $1,250,405 · excluded $1,250,405
-
7a · Gross sales of assets other than inventory
securities $6,725,842
-
7b · Less cost or other basis and sales expenses
securities $2,168,773
-
7c · Gain or loss
securities $4,557,069
-
7d · Net gain or loss
total $4,557,069 · excluded $4,557,069
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $7,483,702 · program services $7,483,702
-
5 · Compensation of officers, directors and key employees
total $126,977 · program services $14,944 · management and general $38,345 · fundraising $73,688
-
7 · Other salaries and wages
total $821,245 · program services $95,160 · management and general $248,514 · fundraising $477,571
-
8 · Pension plan contributions
total $25,642 · program services $2,741 · management and general $7,838 · fundraising $15,063
-
9 · Other employee benefits
total $185,224 · program services $21,461 · management and general $56,051 · fundraising $107,712
-
10 · Payroll taxes
total $76,631 · program services $8,880 · management and general $23,189 · fundraising $44,562
-
11b · Fees: legal
total $17,268 · program services $6,937 · management and general $10,331
-
11c · Fees: accounting
total $19,450 · management and general $19,450
-
11f · Fees: investment management
total $307,432 · management and general $307,432
-
11g · Fees: other
total $195,794 · management and general $42,626 · fundraising $153,168
-
12 · Advertising and promotion
total $147,135 · fundraising $147,135
-
13 · Office expenses
total $87,078 · management and general $82,788 · fundraising $4,290
-
16 · Occupancy
total $56,462 · management and general $56,462
-
22 · Depreciation, depletion and amortization
total $23,960 · management and general $23,960
-
23 · Insurance
total $573 · management and general $573
-
24a · Other expenses: UBTI TAX EXPENSE
total $3,493,259 · management and general $3,493,259
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $9,198,939 · end of year $6,712,797
-
3 · Pledges and grants receivable
beginning of year $13,376,419 · end of year $15,159,445
-
9 · Prepaid expenses and deferred charges
beginning of year $11,901 · end of year $14,657
-
10a · Land, buildings and equipment: cost or other basis
$6,835,051
-
10b · Land, buildings and equipment: accumulated depreciation
$5,237,898
-
10c · Land, buildings and equipment, net
beginning of year $1,621,113 · end of year $1,597,153
-
11 · Investments: publicly traded securities
beginning of year $71,320,348 · end of year $83,605,932
-
12 · Investments: other securities
beginning of year $44,168,710 · end of year $41,738,773
-
15 · Other assets
beginning of year $3,330,102 · end of year $2,884,146
-
17 · Accounts payable and accrued expenses
beginning of year $493,869 · end of year $3,857,066
-
25 · Other liabilities
beginning of year $12,424,613 · end of year $11,964,545
-
27 · Net assets without donor restrictions
beginning of year $20,215,701 · end of year $15,580,726
-
28 · Net assets with donor restrictions
beginning of year $109,893,349 · end of year $120,310,566
Mission and programs · 2023
Mission
SEE SCHEDULE OTHE ADL FOUNDATION HELPS PROMOTE THE MISSION OF ADL THROUGH THE MAINTENANCE AND, WHERE APPROPRIATE, PRUDENT INVESTMENT OF THE ENDOWMENTS, TRUSTS, PHILANTHROPIC FUNDS, REAL ESTATE AND OTHER ASSETS HELD BY THE ADL FOUNDATION AS SET FORTH IN THE ADL FOUNDATION'S CERTIFICATE OF INCORPORATION. THESE ASSETS AND THEIR PROCEEDS ARE TO BE USED TO SUPPORT THE MISSION OF ADL.
Activities or mission (Part I)
SEE SCHEDULE O
-
SUPPORT TO OTHER CHARITIES - IN FURTHERANCE OF THE ANTI-DEFAMATION LEAGUE FOUNDATION'S (ADL FOUNDATION) PRIMARY EXEMPT PURPOSE, SPECIFIC GRANTS TOTALING $15,636,936 WERE MADE DIRECTLY FROM THE ADL FOUNDATION TO THE ANTI-DEFAMATION LEAGUE (ADL).
Expenses $7,483,702 · Grants $7,483,702
-
PUBLIC AWARENESS - MANAGES AWARENESS THROUGH PUBLISHED MATERIALS, NATIONAL AND REGIONAL WEBSITES, SOCIAL MEDIA MARKETING, EMAIL MARKETING, DIRECT MAIL CAMPAIGNS, ONLINE VIDEO AND PUBLIC RELATIONS CAMPAIGNS, COMMUNICATIONS, AND MANAGING RELATIONSHIPS WITH THE MEDIA. KEEPS CONSTITUENTS INFORMED OF BREAKING NEWS AND ISSUES INVOLVED WITH ADL'S WORK. PREPARES VISUAL AND PRINT MATERIALS ON ADL ISSUES, GOALS AND OBJECTIVES; WRITES, EDITS AND PRODUCES MATERIALS (REPORTS, BROCHURES, INVITATIONS NEWSLETTERS, PUBLICATIONS); AND HANDLES SPECIAL PROJECTS SUCH AS EXHIBITS AND EVENTS.
Expenses $143,186
-
SEE SCHEDULE OTHE AMOUNT OF ($6,937) CONSISTS OF THE FOLLOWING ADDITIONAL PROGRAM SERVICE ACCOMPLISHMENTS: REGIONAL OPERATIONS ($6.937).REGIONAL OPERATIONS - SUPERVISES AND COORDINATES THE ADL'S COAST-TO-COAST NETWORK OF REGIONAL OFFICES. ESTABLISHES AND MONITORS OPERATING PLANS FOR EACH REGION, WITH A PARTICULAR FOCUS ON PRIORITY PROGRAMS AND ACTIVITIES, INCLUDING ANTIBIAS TRAINING FOR EDUCATORS, STUDENTS AND LAW ENFORCEMENT PROFESSIONALS; CIVIL RIGHTS ADVOCACY; MONITORING AND EXPOSING OF EXTREMIST ACTIVITY; VICTIM ASSISTANCE; PROMOTION OF INTERGROUP COLLABORATION AND UNDERSTANDING; AND RESPONSE TO HATE CRIMES AND BIAS INCIDENTS. CREATES MEASURES AND METRICS TO EVALUATE REGIONAL REACH AND IMPACT. POLICY AND PROGRAMS - ENCOMPASSES THE WORK OF CIVIL RIGHTS; GOVERNMENT RELATIONS, ADVOCACY, AND COMMUNITY ENGAGEMENT; THE CENTER ON TECHNOLOGY AND SOCIETY; LAW ENFORCEMENT AND COMMUNITY SECURITY; AND THE CENTER ON EXTREMISM. THE CIVIL RIGHTS TEAM, FORMULATES AND IMPLEMENTS THE LEAGUE'S CIVIL RIGHTS AGENDA IN A RANGE OF AREAS INCLUDING ANTISEMITISM AND ALL FORMS OF BIGOTRY, DISCRIMINATION AND BIAS MOTIVATED VIOLENCE; RELIGIOUS FREEDOM AND CHURCH-STATE SEPARATION; AND IMMIGRATION AND REFUGEE RIGHTS, PREPARING REPORTS AND MEMORANDA, FILING AMICUS BRIEFS, AND ENGAGING IN OTHER FORMS OF PUBLIC ADVOCACY. THE GOVERNMENT RELATIONS, ADVOCACY, AND COMMUNITY ENGAGEMENT (GRACE) TEAM PROMOTES THE LEAGUE'S MISSION IN WASHINGTON, D.C. AND AROUND THE COUNTRY WITH A FOCUS ON LEGISLATIVE ADVOCACY, OUTREACH TO GOVERNMENT OFFICIALS, AND COALITION BUILDING. THE CENTER FOR TECHNOLOGY AND SOCIETY, WORKS TO DEVELOP NEW STRATEGIES IN THE FIGHT AGAINST HATE ONLINE, ANALYZING AND PREPARING REPORTS ON HATE SPEECH AND CYBER-HARASSMENT, PROVIDING INSIGHTS TO GOVERNMENT AND POLICYMAKERS, AND EXPOSING AND COUNTERING SPECIFIC CASES OF ABUSE AND OFFENSIVE CONTENT ON THE INTERNET. THE CENTER ON EXTREMISM MONITORS AND EXPOSES EXTREMIST MOVEMENTS AND INDIVIDUALS ACROSS THE IDEOLOGICAL SPECTRUM AND PROVIDES ACTIONABLE INTELLIGENCE AND DATABASED ANALYSIS TO LAW ENFORCEMENT, PUBLIC OFFICIALS, COMMUNITY LEADERS AND TECHNOLOGY COMPANIES. THE LAW ENFORCEMENT AND COMMUNITY SECURITY TEAM CONDUCTS TRAINING FOR LAW ENFORCEMENT AGENCIES ON HATE CRIMES, EXTREMISM AND IMPLICIT BIAS, AS WELL AS PROGRAMS ON COMMUNITY SECURITY.
Expenses $6,937 · Revenue $145,973
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jonathan A GreenblattJONATHAN A GREENBLATT
CEO & NATIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 6 + 34 related
-
Michael SheetzMICHAEL SHEETZ
TRUSTEE, PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Andrew AdelsonANDREW ADELSON
TRUSTEE, EXECUTIVE VP
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Faith CooklerFAITH COOKLER
TRUSTEE, SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Barbara AdelmanBARBARA ADELMAN
TRUSTEE, TREASURER
- Total calculated
- $0
- Hours/week
- 1.5
-
Frederic L BlochFREDERIC L BLOCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 6 + 34 related
-
Ronald BalserRONALD BALSER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Barbara BalserBARBARA BALSER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Howard BerkowitzHOWARD BERKOWITZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Martin BuddMARTIN BUDD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Barry Curtiss-LusherBARRY CURTISS-LUSHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Esta Gordon EpsteinESTA GORDON EPSTEIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Joseph GoldblumJOSEPH GOLDBLUM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Thomas HomburgerTHOMAS HOMBURGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Eric HorodasERIC HORODAS
TRUSTEE (THRU 05/2023)
- Total calculated
- $0
- Hours/week
- 1.5
-
Rochelle JacobsonROCHELLE JACOBSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Bruce KarpatiBRUCE KARPATI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Charles KriserCHARLES KRISER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Ellis LandauELLIS LANDAU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Burton LevinsonBURTON LEVINSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Glen LewyGLEN LEWY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4.5 + 2 related
-
Steve LyonsSTEVE LYONS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Lawrence MillerLAWRENCE MILLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
David MillstoneDAVID MILLSTONE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Marvin NathanMARVIN NATHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Steven NicholsSTEVEN NICHOLS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Shelley ParkerSHELLEY PARKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Arthur ReidelARTHUR REIDEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert RosenROBERT ROSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Gideon RothschildGIDEON ROTHSCHILD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Ben SaxBEN SAX
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5 + 2 related
-
Milton SchneiderMILTON SCHNEIDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2.5 + 2 related
-
Pamela SchwartzPAMELA SCHWARTZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Howard SherwoodHOWARD SHERWOOD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
George StarkGEORGE STARK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
David StrasslerDAVID STRASSLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert SugarmanROBERT SUGARMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Glen TobiasGLEN TOBIAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Tracy TregerTRACY TREGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Mitch WeseleyMITCH WESELEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Christopher WolfCHRISTOPHER WOLF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2.5 + 2 related
-
Steven C SheinbergSTEVEN C SHEINBERG
GENERAL COUNSEL & ASST. SECRETARY
- Total calculated
- $0
- Hours/week
- 6 + 34 related
-
Gregory LibertinyGREGORY LIBERTINY
CFO
- Total calculated
- $0
- Hours/week
- 6 + 34 related
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
-
$4,731,106
ADL FOR GOOD CAMPAIGN
-
$2,270,958
SPIN OFF FROM ENDOWMENTS
-
$481,638
GENERAL SUPPORT
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) · ELIMINATE ANTI-SEMITISM · DC
-
501(C)(3) · ASSIST & SUPPORT ADL · NY
Directly controlled by ADL
-
ANTI-DEFAMATION LEAGUE - ISRAEL
ADVOCACY · IS
Directly controlled by ADL
-
501(C)(3) · ADVOCACY · CA
Directly controlled by ADL
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 corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE REMAINDER TRUST (14)
T · CHARITABLE TR · CA · controlled entity
Directly controlled by ADL FOUNDATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202441369349302784
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