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← BARON DE HIRSCH FUND

Form 990 for tax year 2023

Filed by BARON DE HIRSCH FUND.

Totals

Total revenue
$2,435
Total expenses
$97,239
Contributions and grants received
$0
Grants paid
$60,000
Program service revenue
$0
Investment income
$2,435
Other revenue
$0
Total assets, end of year
$3,929,075
Total liabilities, end of year
$64,706
Net assets or fund balances, end of year
$3,864,369
Program services expenses (Part IX)
$60,000
Management and general expenses
$37,239
Fundraising expenses
$0
Program service expenses (Part III)
$60,000

Program services were 61.7% 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.

  • 3 · Investment income

    total $2,435 · related or exempt $2,435 · unrelated business -$2,093 · excluded $2,093

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $60,000 · program services $60,000

  • 24a · Other expenses: CONSULTANT EXPENSES

    total $26,676 · management and general $26,676

  • 24b · Other expenses: ADMINISTRATIVE EXPENSES

    total $9,718 · management and general $9,718

  • 24c · Other expenses: FEDERAL TAXES

    total $345 · management and general $345

  • 24d · Other expenses: NYS ANNUAL FILING FEE

    total $250 · management and general $250

  • 24e · All other expenses

    total $250 · management and general $250

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $364,901 · end of year $4,815

  • 12 · Investments: other securities

    beginning of year $4,037,785 · end of year $3,923,709

  • 15 · Other assets

    beginning of year $551 · end of year $551

  • 18 · Grants payable

    beginning of year $350,000 · end of year $60,000

  • 25 · Other liabilities

    beginning of year $390,466 · end of year $4,706

  • 27 · Net assets without donor restrictions

    beginning of year $3,662,771 · end of year $3,864,369

Mission and programs · 2023

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 $60,000 · Grants $60,000

As filed on the 2023 return.

Listed in Part VII

  • Michael P Lustig

    PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Stanley Baumblatt

    SECRETARY/TREASURER/TRUSTE

    Total calculated
    $240,020
    From this org
    $0
    From related orgs
    $193,560
    Other
    $46,460
    Hours/week
    1 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $191,610 related
    Bonus
    $0
    Other
    $0 + $1,950 related
    Deferred
    $0 + $30,322 related
    Nontaxable benefits
    $0 + $22,788 related
    Filer's total
    $0 + $246,670 related

  • Steven J Fredman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Linda Gerstel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Gary Gordon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Rebecca Katz-White

    TRUSTEE

    Total calculated
    $117,896
    From this org
    $0
    From related orgs
    $112,330
    Other
    $5,566
    Hours/week
    1 + 35 related

  • Evelyn B Kenvin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Roni Rubenstein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Marc 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

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
13 May 2025
IRS schema version
2023v6.0
Source object
202501339349307820

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