Civic Intelligence

Foundation Berma

990 • Fiscal year 2022 • EIN 13-3068203

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 25, 2023

co Carter Ledyard 28 Liberty StNew York, NY 10005

(212) 732-3200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

13th percentile

0.04x

Higher debt load relative to revenue than 13% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Net Margin

8th percentile

-46%

Higher net margin than 8% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

10th percentile

$46,639

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2022 filings • $250M-$1B nonprofits • Source year 2022

Asset Growth

8th percentile

-17%

Faster asset growth than 8% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-78%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Annualized from 2021 to 2022

Assets

Down

$266,693,287

Down $53,860,412 (-17%) from 2021

Net Assets

Down

$266,427,560

Down $53,934,847 (-17%) from 2021

Liabilities

Up

$265,727

Up $74,435 (+39%) from 2021

Revenue

Down

$7,242,654

Down $26,139,990 (-78%) from 2021

Expenses

Down

$10,541,188

Down $714,931 (-6.4%) from 2021

Net Income

Down

-$3,298,534

Down $25,425,059 (-115%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400M$300M$200M$100M$0Assets 2010: $282,224,391Liabilities 2010: $8,166,124Net Assets 2010: $274,058,2672010Assets 2011: $195,834,524Liabilities 2011: $92,811Net Assets 2011: $195,741,7132011Assets 2012: $198,847,342Liabilities 2012: $1,093,491Net Assets 2012: $197,753,8512012Assets 2013: $208,284,362Liabilities 2013: $349,279Net Assets 2013: $207,935,0832013Assets 2014: $221,924,231Liabilities 2014: $184,441Net Assets 2014: $221,739,7902014Assets 2015: $214,750,795Liabilities 2015: $123,155Net Assets 2015: $214,627,6402015Assets 2016: $231,791,810Liabilities 2016: $2,329,599Net Assets 2016: $229,462,2112016Assets 2017: $266,707,081Liabilities 2017: $1,349,984Net Assets 2017: $265,357,0972017Assets 2018: $266,707,081Liabilities 2018: $1,349,984Net Assets 2018: $265,357,0972018Assets 2019: $275,155,392Liabilities 2019: $0Net Assets 2019: $275,155,3922019Assets 2020: $304,517,387Liabilities 2020: $245,828Net Assets 2020: $304,271,5592020Assets 2021: $320,553,699Liabilities 2021: $191,292Net Assets 2021: $320,362,4072021Assets 2022: $266,693,287Liabilities 2022: $265,727Net Assets 2022: $266,427,5602022Assets 2023: $283,348,233Liabilities 2023: $255,448Net Assets 2023: $283,092,7852023Assets 2024: $304,058,701Liabilities 2024: $350,684Net Assets 2024: $303,708,0172024

Highlighted filing

2022

Assets$266,693,287
Liabilities$265,727
Net Assets$266,427,560

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0-$50MRevenue 2010: $2,567,650Expenses 2010: $11,121,464Net Income 2010: -$8,553,8142010Revenue 2011: $34,022,690Expenses 2011: $57,903,460Net Income 2011: -$23,880,7702011Revenue 2012: $195,820Expenses 2012: $9,763,083Net Income 2012: -$9,567,2632012Revenue 2013: $41,114,963Expenses 2013: $8,202,142Net Income 2013: $32,912,8212013Revenue 2014: -$2,032,238Expenses 2014: $7,918,137Net Income 2014: -$9,950,3752014Revenue 2015: $15,673,840Expenses 2015: $8,494,627Net Income 2015: $7,179,2132015Revenue 2016: $30,892,573Expenses 2016: $10,963,914Net Income 2016: $19,928,6592016Revenue 2017: $15,652,716Expenses 2017: $10,078,909Net Income 2017: $5,573,8072017Revenue 2018: $15,652,716Expenses 2018: $10,078,909Net Income 2018: $5,573,8072018Revenue 2019: $23,426,299Expenses 2019: $8,385,114Net Income 2019: $15,041,1852019Revenue 2020: $11,112,978Expenses 2020: $8,573,530Net Income 2020: $2,539,4482020Revenue 2021: $33,382,644Expenses 2021: $11,256,119Net Income 2021: $22,126,5252021Revenue 2022: $7,242,654Expenses 2022: $10,541,188Net Income 2022: -$3,298,5342022Revenue 2023: $3,317,970Expenses 2023: $9,504,203Net Income 2023: -$6,186,2332023Revenue 2024: $2,983,843Expenses 2024: $10,323,224Net Income 2024: -$7,339,3812024

Highlighted filing

2022

Revenue$7,242,654
Expenses$10,541,188
Net Income-$3,298,534
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 25, 2023
Return Version
2022v5.0
Gross Receipts
$80,912,918
Mission and Program Overview

Mission

Religious, charitable, scientific, educational and social welfare purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$320,362,407$266,427,560▼ $53,934,847
Investments Other Securities$170,511,299$145,643,605▼ $24,867,694
Cash and Non-Interest-Bearing Accounts$119,266,712$88,198,424▼ $31,068,288
Investments in Publicly Traded Securities$25,145,135$22,378,311▼ $2,766,824
Accounts Receivable$5,630,553$10,472,947▲ $4,842,394
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$320,553,699$266,693,287▼ $53,860,412
Liabilities
Other Liabilities$64,192$149,146▲ $84,954
Accounts Payable and Accrued Expenses$127,100$116,581▼ $10,519
Total Liabilities$191,292$265,727▲ $74,435
Net Assets / Fund Balance
Total Net Assets Fund Balance$320,362,407$266,427,560▼ $53,934,847
Total Liabilities and Net Assets / Fund Balance$320,553,699$266,693,287▼ $53,860,412

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$143,992,125--
Closely Held Equity Interests$1,651,480--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
-Nominates Council MembersPT$46,639$46,639

Board Members and Trustees

NameTitle
Beatrice RosenbergPresident
Ariel WeissMember of Council
Nicholas HuttmanMember of Council
Viviane HirschMember of Council
Philippe A GrumbachSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Windmill Hill Asset Management LimitedInvestment AdministrationWaddesdon Aylesbury, Bucks, Uk$686,997
Revenue and Support

Revenue Composition

Contributions and Grants
$2,351
Program Service Revenue
$0
Investment Income
$11,571,907
Other Revenue
$-4,331,604
Change in Net Assets
$-3,298,534

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,242,654
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-50,636,313
Total Revenue per Audited Statements
$-43,393,659
Total Revenue per Form 990
$7,242,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,399,762
Other Expenses$1,100,524
Salaries, Compensation, and Employee Benefits$40,902
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$9,399,762--$9,399,762
Fees for Service Investment Mgmnt Fees-$687,894-$687,894
Fees for Services Management-$100,000-$100,000
Other Expenses-$57,462-$57,462
Current Officers, Directors, Trustees, and Key Employees-$40,902-$40,902
Fees for Services Accounting-$23,073-$23,073
Insurance-$7,875-$7,875
Fees for Services Legal-$1,623-$1,623
Total Functional Expenses$9,399,762$1,141,426$0$10,541,188

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,541,188
Total Expenses per Audited Statements$10,541,188
Total Expenses per Form 990$10,541,188
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
2
Spending
$9,499,762

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Middle East (Israel)Grants to recipients-01$9,056,734
EuropeGrants to recipients-01$343,028
Middle East (Israel)Grants administration-01$100,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Common controlGrant admin.No$100,000
-Nominates council members of Fondation BERMAAdmin. svcs.No$46,639
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Investment performance fees$90,691
Administration services$58,455
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

BERMA Trust S.A. appoints the council members of Fondation Berma.

Form 990, Part VI, Section B, line 11B

The organization provides its Form 990 to the Foundation's Board Members for comments and review prior to filing.

Form 990, Part VI, Section C, line 19

The organization maintains its organizational records and makes them available for public review to the extent required by Swiss law.

Form 990, Part VII, Section A Line 1A (1):

BERMA Trust S.A. appoints council members of Fondation BERMA and is NOT a Trustee. In this section it was categorised as an "institutional trustee" merely as a result of the other Form 990 provided options being less applicable.

Form 990, Part VII, Section A Line 1A:

Ariel Weiss resigned from the Council on February 22, 2023.

Filing and Contact Details

Filer

Filer Name
Fondation BERMA
EIN
13-3068203
Phone
2127323200
Address
co Carter Ledyard 28 Liberty St, New York, NY 10005

Signing Officer

Name
Philippe Grumbach
Title
Member of Council
Phone
2127323200
Signed
2023-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Philippe Grumbach
Formed
1980
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Carter Ledyard & Milburn LLP
Address
28 Liberty St, New York, NY 10005
Preparer
Denise A Dixon
Phone
2127323200
Supplemental Narrative

Financial Statement Notes

Part VII - Investments-Other Securities. Line 3 (Other):

The organization pursues sophisticated and proprietary investment strategies and would suffer financial harm if these became widely known. The organization will provide detailed asset holdings to the Internal Revenue Service upon request.

Raw XML AppendixShowing 400 of 647 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0127100
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0116581
IRS990/AccountsReceivableGrp/BOYAmt05630553
IRS990/AccountsReceivableGrp/EOYAmt010472947
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Religious, charitable, scientific, educational and social welfare purposes.
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Ilana Paskar CPA
IRS990/BooksInCareOfDetail/ForeignAddress/AddressLine1Txt0Yad Hanadiv 4 Washington Street
IRS990/BooksInCareOfDetail/ForeignAddress/CityNm0Jerusalem
IRS990/BooksInCareOfDetail/ForeignAddress/CountryCd0IS
IRS990/BooksInCareOfDetail/ForeignAddress/ForeignPostalCd09418704
IRS990/BooksInCareOfDetail/PhoneNum07226330333
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0119266712
IRS990/CashNonInterestBearingGrp/EOYAmt088198424
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt040902
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt040902
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0686997
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/AddressLine1Txt0Waddesdon Aylesbury
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/CityNm0Bucks
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/CountryCd0UK
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Windmill Hill Asset Management Limited
IRS990/ContractorCompensationGrp/ServicesDesc0Investment Administration
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02351
IRS990/CYGrantsAndSimilarPaidAmt09399762
IRS990/CYInvestmentIncomeAmt011571907
IRS990/CYOtherExpensesAmt01100524
IRS990/CYOtherRevenueAmt0-4331604
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-3298534
IRS990/CYSalariesCompEmpBnftPaidAmt040902
IRS990/CYTotalExpensesAmt010541188
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07242654
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Grants and allocations for educational, cultural, religious and social welfare purposes as per attached schedule.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt09399762
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt023073
IRS990/FeesForServicesAccountingGrp/TotalAmt023073
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01623
IRS990/FeesForServicesLegalGrp/TotalAmt01623
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0100000
IRS990/FeesForServicesManagementGrp/TotalAmt0100000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0687894
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0687894
IRS990/ForeignActivitiesInd01
IRS990/ForeignAddress/AddressLine1Txt0Rue de Saint-Leger 6
IRS990/ForeignAddress/CityNm0Geneve
IRS990/ForeignAddress/CountryCd0SZ
IRS990/ForeignAddress/ProvinceOrStateNm0Switzerland
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt09399762
IRS990/ForeignGrantsGrp/TotalAmt09399762
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt59.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0BERMA Trust SA
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Beatrice Rosenberg
IRS990/Form990PartVIISectionAGrp/PersonNm1Philippe A Grumbach
IRS990/Form990PartVIISectionAGrp/PersonNm2Viviane Hirsch
IRS990/Form990PartVIISectionAGrp/PersonNm3Nicholas Huttman
IRS990/Form990PartVIISectionAGrp/PersonNm4Ariel Weiss
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt546639
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Member of Council
IRS990/Form990PartVIISectionAGrp/TitleTxt3Member of Council
IRS990/Form990PartVIISectionAGrp/TitleTxt4Member of Council
IRS990/Form990PartVIISectionAGrp/TitleTxt5Nominates Council Members
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt011943427
IRS990/GainOrLossGrp/SecuritiesAmt0-1627495
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt09399762
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt043451583
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt040534613
IRS990/GrossReceiptsAmt080912918
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07875
IRS990/InsuranceGrp/TotalAmt07875
IRS990/InvestmentIncomeGrp/ExclusionAmt02164274
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01255975
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-908299
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0170511299
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0145643605
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025145135
IRS990/InvestmentsPubTradedSecGrp/EOYAmt022378311
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileCountryCd0CH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt031508156
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt042162108
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Religious, charitable, scientific, educational and social welfare purposes.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt0320362407
IRS990/NetAssetsOrFundBalancesEOYAmt0266427560
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010315932
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010315932
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-50636313
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Safe custody and other
IRS990/OtherExpensesGrp/Desc1Taxes
IRS990/OtherExpensesGrp/Desc2Professional fees (Othe
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0157709
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt164888
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt257462
IRS990/OtherExpensesGrp/TotalAmt0157709
IRS990/OtherExpensesGrp/TotalAmt164888
IRS990/OtherExpensesGrp/TotalAmt257462
IRS990/OtherLiabilitiesGrp/BOYAmt064192
IRS990/OtherLiabilitiesGrp/EOYAmt0149146
IRS990/OtherOrganizationDsc0Fndn.
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Net gain on foreign ex
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-4331604
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-4331604
IRS990/OtherRevenueTotalAmt0-4331604
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Philippe Grumbach
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03345
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt010359446
IRS990/PYInvestmentIncomeAmt034057708
IRS990/PYOtherExpensesAmt0850054
IRS990/PYOtherRevenueAmt0-678409
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt022126525
IRS990/PYSalariesCompEmpBnftPaidAmt046619
IRS990/PYTotalExpensesAmt011256119
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt033382644
IRS990/ReconcilationRevenueExpnssAmt0-3298534
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt02351
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0320362407
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0266427560
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt01651480
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt010541188
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-50636313
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt058455
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt190691
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Administration services
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Investment performance fees
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0143992125
IRS990ScheduleD/OtherSecuritiesGrp/Desc0(The detailed list can be requested)
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-50636313
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07242654
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization pursues sophisticated and proprietary investment strategies and would suffer financial harm if these became widely known. The organization will provide detailed asset holdings to the Internal Revenue Service upon request.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VII - Investments-Other Securities. Line 3 (Other):
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0145643605
IRS990ScheduleD/TotalExpensesPerForm990Amt010541188
IRS990ScheduleD/TotalLiabilityAmt0149146
IRS990ScheduleD/TotalRevenuePerForm990Amt07242654
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-43393659
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010541188
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt11
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt21
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt09056734
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt1343028
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt2100000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Middle East (Israel)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1Europe
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2Middle East (Israel)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Grants to recipients
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1Grants to recipients
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2Grants administration
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd01
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt013720
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt137853
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt254879
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt332471
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt427439
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt579025
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt632471
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt727059
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt821647
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt916464
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1021796
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1150857
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1238361
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1317437
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt14306158
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1583929
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1635725
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1728771
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt18363267
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt19138041
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt201274406
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt216365563
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt22145307
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt2398990
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt2488126
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt2Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt3Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt4Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt5Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt6Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt7Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt8Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt9Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt10Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt11Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt12Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt13Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt14Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt15Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt16Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt17Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt18Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt19Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt20Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt21Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt22Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt23Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt24Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt10
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt20
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt30
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt40
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt50
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt60
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt70
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt80
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt90
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt100
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt110
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt120
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt130
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt140
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt150
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt160
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt170
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt180
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt190
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt200
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt210
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt220
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt230
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt240
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0Society and Culture
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1Inter-Faith Dialogue
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt2Subsidised Meals
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt3Tuitions needy student
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt4Animal-assisted therapy
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt5School social workers
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt6School operations
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt7School tuitions
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt8Jewish Art
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt9School IT system
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt10Juvenile Diabetes
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt11Art and Education
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt12Stem Cell Biology
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt13Nature-Based Flood Management
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt14Child Health
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt15Yout-at-risk
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt16Memorial Gardens
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt17Continuing Education
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt18Digital Learning Platform
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt19Learning Platform for Kindergartens
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt20Music Centre
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt21Memorial Gardens
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt22Library Books
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt23Memorial Gardens
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt24Memorial Gardens
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0Europe
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1Europe
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt2Europe
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt3Europe
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt4Europe
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt5Europe
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt6Europe
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt7Europe
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt8Europe
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt9Europe
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt10Middle East (Israel)
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt11Middle East (Israel)
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt12Middle East (Israel)
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt13Middle East (Israel)
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt14Middle East (Israel)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$304$0.35$304$2.98$10.3$7.34
2023Detailed filing. Detailed filing data is available for this year.$283$0.26$283$3.32$9.50$6.19
2022Detailed filing. Detailed filing data is available for this year.$267$0.27$266$7.24$10.5$3.30
2021Detailed filing. Detailed filing data is available for this year.$321$0.19$320$33.4$11.3$22.1
2020Detailed filing. Detailed filing data is available for this year.$305$0.25$304$11.1$8.57$2.54
2019Summary only. Only limited summary data is available for this year.$275$0.00$275$23.4$8.39$15.0
2018Summary only. Only limited summary data is available for this year.$267$1.35$265$15.7$10.1$5.57
2017Summary only. Only limited summary data is available for this year.$267$1.35$265$15.7$10.1$5.57
2016Summary only. Only limited summary data is available for this year.$232$2.33$229$30.9$11.0$19.9
2015Summary only. Only limited summary data is available for this year.$215$0.12$215$15.7$8.49$7.18
2014Summary only. Only limited summary data is available for this year.$222$0.18$222$2.03$7.92$9.95
2013Summary only. Only limited summary data is available for this year.$208$0.35$208$41.1$8.20$32.9
2012Summary only. Only limited summary data is available for this year.$199$1.09$198$0.20$9.76$9.57
2011Summary only. Only limited summary data is available for this year.$196$0.09$196$34.0$57.9$23.9
2010Summary only. Only limited summary data is available for this year.$282$8.17$274$2.57$11.1$8.55