Civic Intelligence

Jader Trust 4

990 • Fiscal year 2019 • EIN 51-0099477

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Carter Ledyard Milburn 2 Wall 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

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Net Margin

93rd percentile

50%

Higher net margin than 93% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

55th percentile

$707,393

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2019 filings • $250M-$1B nonprofits • Source year 2019

Asset Growth

67th percentile

9.4%

Faster asset growth than 67% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-47%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Annualized from 2018 to 2019

Assets

Up

$857,371,202

Up $73,826,863 (+9.4%) from 2018

Net Assets

Up

$856,884,189

Up $73,598,413 (+9.4%) from 2018

Liabilities

Up

$487,013

Up $228,450 (+88%) from 2018

Revenue

Down

$57,591,155

Down $50,636,443 (-47%) from 2018

Expenses

Up

$28,895,066

Up $4,529,529 (+19%) from 2018

Net Income

Down

$28,696,089

Down $55,165,972 (-66%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5B$1.0B$500M$0Assets 2010: $618,956,127Liabilities 2010: $4,929,220Net Assets 2010: $614,026,9072010Assets 2011: $548,294,901Liabilities 2011: $645,562Net Assets 2011: $547,649,3392011Assets 2012: $579,273,029Liabilities 2012: $792,254Net Assets 2012: $578,480,7752012Assets 2013: $684,778,127Liabilities 2013: $1,720,040Net Assets 2013: $683,058,0872013Assets 2014: $700,578,551Liabilities 2014: $804,744Net Assets 2014: $699,773,8072014Assets 2015: $696,233,003Liabilities 2015: $761,491Net Assets 2015: $695,471,5122015Assets 2016: $706,924,016Liabilities 2016: $227,855Net Assets 2016: $706,696,1612016Assets 2017: $777,529,161Liabilities 2017: $874,198Net Assets 2017: $776,654,9632017Assets 2018: $783,544,339Liabilities 2018: $258,563Net Assets 2018: $783,285,7762018Assets 2019: $857,371,202Liabilities 2019: $487,013Net Assets 2019: $856,884,1892019Assets 2020: $912,189,958Liabilities 2020: $1,060,803Net Assets 2020: $911,129,1552020Assets 2021: $1,054,851,689Liabilities 2021: $1,828,463Net Assets 2021: $1,053,023,2262021Assets 2022: $934,158,383Liabilities 2022: $625,596Net Assets 2022: $933,532,7872022Assets 2023: $867,990,860Liabilities 2023: $171,014Net Assets 2023: $867,819,8462023Assets 2024: $913,301,144Liabilities 2024: $1,746,777Net Assets 2024: $911,554,3672024

Highlighted filing

2019

Assets$857,371,202
Liabilities$487,013
Net Assets$856,884,189

Operations Trend

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

$200M$100M$0-$100MRevenue 2010: -$11,426,984Expenses 2010: $25,058,530Net Income 2010: -$36,485,5142010Revenue 2011: $21,324,379Expenses 2011: $25,207,136Net Income 2011: -$3,882,7572011Revenue 2012: -$44,791,174Expenses 2012: $22,165,583Net Income 2012: -$66,956,7572012Revenue 2013: $623,833Expenses 2013: $22,213,693Net Income 2013: -$21,589,8602013Revenue 2014: $42,781,995Expenses 2014: $23,544,874Net Income 2014: $19,237,1212014Revenue 2015: $24,339,104Expenses 2015: $22,296,408Net Income 2015: $2,042,6962015Revenue 2016: $50,220,822Expenses 2016: $21,406,062Net Income 2016: $28,814,7602016Revenue 2017: $43,856,318Expenses 2017: $26,531,462Net Income 2017: $17,324,8562017Revenue 2018: $108,227,598Expenses 2018: $24,365,537Net Income 2018: $83,862,0612018Revenue 2019: $57,591,155Expenses 2019: $28,895,066Net Income 2019: $28,696,0892019Revenue 2020: $57,972,218Expenses 2020: $27,758,043Net Income 2020: $30,214,1752020Revenue 2021: $157,383,970Expenses 2021: $42,193,344Net Income 2021: $115,190,6262021Revenue 2022: $49,418,865Expenses 2022: $63,819,444Net Income 2022: -$14,400,5792022Revenue 2023: $15,225,836Expenses 2023: $75,389,581Net Income 2023: -$60,163,7452023Revenue 2024: $111,692,764Expenses 2024: $64,298,900Net Income 2024: $47,393,8642024

Highlighted filing

2019

Revenue$57,591,155
Expenses$28,895,066
Net Income$28,696,089
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$215,284,862
Mission and Program Overview

Mission

Religious, charitable, scientific, educational and social welfare purposes

Promotion of social welfare

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$783,285,776$856,884,189▲ $73,598,413
Investments Other Securities$609,358,108$593,342,136▼ $16,015,972
Investments in Publicly Traded Securities$97,926,511$227,482,974▲ $129,556,463
Cash and Non-Interest-Bearing Accounts$73,451,263$33,923,800▼ $39,527,463
Accounts Receivable$2,808,457$2,622,292▼ $186,165
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$783,544,339$857,371,202▲ $73,826,863
Liabilities
Other Liabilities$153,570$307,839▲ $154,269
Accounts Payable and Accrued Expenses$104,993$179,174▲ $74,181
Total Liabilities$258,563$487,013▲ $228,450
Net Assets / Fund Balance
Total Net Assets Fund Balance$783,285,776$856,884,189▲ $73,598,413
Total Liabilities and Net Assets / Fund Balance$783,544,339$857,371,202▲ $73,826,863

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$593,342,136--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Bermuda Corporate TrusteePT$254,489$452,904$707,393

Highest Paid Contractors

ContractorServicesLocationCompensation
Yad Hanadiv CCGrant administration455 Market Street Suite 1420, San Francisco, CA 94105, Is$2,872,188
Windmill Hill Asset Management LimitedInvestment administration1 Letterman Dr Bldg C, San Francisco, CA 94129, Uk$1,709,352
Vida VenturesInvestment management10 East 53rd Street 14th Floor, New York, NY 10022$488,958
Mithril Capital Management LLCInvestment management-$361,024
Reverence CapitalInvestment management-$348,933
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$57,815,508
Other Revenue
$-224,353
Change in Net Assets
$28,696,089

Audited Revenue Reconciliation

Revenue per Audited Statements
$57,591,155
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$44,902,324
Total Revenue per Audited Statements
$102,493,479
Total Revenue per Form 990
$57,591,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$22,326,286
Other Expenses$6,568,780
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$22,326,286--$22,326,286
Fees for Service Investment Mgmnt Fees-$3,260,751-$3,260,751
Other Expenses-$84,594-$84,594
Fees for Services Accounting-$31,944-$31,944
Fees for Services Legal-$3,058-$3,058
All Other Expenses-$-82,611-$-82,611
Total Functional Expenses$22,326,286$6,568,780$0$28,895,066

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$28,895,066
Total Expenses per Audited Statements$28,895,066
Total Expenses per Form 990$28,895,066
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
2
Spending
$25,198,474

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
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Middle East (Israel)Grants-01$22,326,286
Middle East (Israel)Grants Administration-01$2,872,188
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Investment performance fees$307,839
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The organization provides its Form 990 to the Finance & Audit committee for comment and review prior to filing. The Finance & Audit committee is delegated by the Board of Directors to perform this role.

Form 990, Part VI, Section B, line 12C

The organization monitors compliance with the policy on an annual basis.

Form 990, Part VI, Section C, line 19

The organization makes its governing documents and financial statements available upon request.

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

The compensation paid to the institutional trustee on line 1 is in respect of a wide range of services provided to it predominantly by third party suppliers, which benefit Jader Trust No 4.

Form 990, Part VI, Section C, line 20:

The full telephone number including the international code to contact the person responsible for the organization's books and records is +972-2-566-5107.

Schedule D - Part VII:

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.

Filing and Contact Details

Filer

Filer Name
Jader Trust 4
EIN
51-0099477
Phone
2127323200
Address
Carter Ledyard Milburn 2 Wall St, New York, NY 10005

Signing Officer

Name
Barbara Patterson
Title
Agent
Phone
4414059876
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yad HanadivA Rothschild
Formed
1960
Legal Domicile
De
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Carter Ledyard & Milburn LLP
Address
2 Wall St, New York, NY 10005
Preparer
Joanne Guido
Phone
2127323200
Supplemental Narrative

Additional Explanations

Forms 8621, Part V, lines 15A, 15E and 15F:

The Taxpayer, Jader Trust No. 4, is a tax-exempt organization therefore the distributions to it are not taxable. Any gain/loss on disposition reported is not taxable.

Raw XML AppendixShowing 400 of 1,750 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/BOYAmt0104993
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0179174
IRS990/AccountsReceivableGrp/BOYAmt02808457
IRS990/AccountsReceivableGrp/EOYAmt02622292
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Promotion of social welfare
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0-82611
IRS990/AllOtherExpensesGrp/TotalAmt0-82611
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0I Paskar CPA Yad Hanadiv CC
IRS990/BooksInCareOfDetail/ForeignAddress/AddressLine1Txt04 Washington Street
IRS990/BooksInCareOfDetail/ForeignAddress/CityNm0Jerusalem
IRS990/BooksInCareOfDetail/ForeignAddress/CountryCd0IS
IRS990/BooksInCareOfDetail/ForeignAddress/ForeignPostalCd09418704
IRS990/BooksInCareOfDetail/ForeignAddress/ProvinceOrStateNm0Israel
IRS990/BooksInCareOfDetail/PhoneNum09722566510
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt073451263
IRS990/CashNonInterestBearingGrp/EOYAmt033923800
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt02872188
IRS990/ContractorCompensationGrp/CompensationAmt11709352
IRS990/ContractorCompensationGrp/CompensationAmt2488958
IRS990/ContractorCompensationGrp/CompensationAmt3361024
IRS990/ContractorCompensationGrp/CompensationAmt4348933
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/AddressLine1Txt04 Washington Street
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/AddressLine1Txt1Silk Street Aylesbury
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/CityNm0Jerusalem
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/CityNm1Bucks
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/CountryCd0IS
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/CountryCd1UK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0455 Market Street Suite 1420
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11 Letterman Dr Bldg C
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt210 East 53rd Street 14th Floor
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0San Francisco
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1San Francisco
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2New York
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094105
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd194129
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd210022
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Yad Hanadiv CC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Windmill Hill Asset Management Limited
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2Vida Ventures
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3Mithril Capital Management LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4Reverence Capital
IRS990/ContractorCompensationGrp/ServicesDesc0Grant administration
IRS990/ContractorCompensationGrp/ServicesDesc1Investment administration
IRS990/ContractorCompensationGrp/ServicesDesc2Investment management
IRS990/ContractorCompensationGrp/ServicesDesc3Investment management
IRS990/ContractorCompensationGrp/ServicesDesc4Investment management
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt022326286
IRS990/CYInvestmentIncomeAmt057815508
IRS990/CYOtherExpensesAmt06568780
IRS990/CYOtherRevenueAmt0-224353
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt028696089
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt028895066
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt057591155
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Grants and allocations for educational, cultural, religious and social welfare purposes as per attached schedules
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt022326286
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt031944
IRS990/FeesForServicesAccountingGrp/TotalAmt031944
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03058
IRS990/FeesForServicesLegalGrp/TotalAmt03058
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03260751
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03260751
IRS990/ForeignActivitiesInd01
IRS990/ForeignAddress/AddressLine1Txt019 Par La Ville Rd 1st Fl
IRS990/ForeignAddress/CityNm0Hamilton
IRS990/ForeignAddress/CountryCd0BD
IRS990/ForeignCountryCd0BE
IRS990/ForeignFinancialAccountInd01
IRS990/ForeignGrantsGrp/ProgramServicesAmt022326286
IRS990/ForeignGrantsGrp/TotalAmt022326286
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt058.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt033.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0Yad Hanadiv (A Rothschild Foundation)
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0254489
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0452904
IRS990/Form990PartVIISectionAGrp/TitleTxt0Bermuda Corporate Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt046910873
IRS990/GainOrLossGrp/SecuritiesAmt05352203
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt022326286
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt098717901
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0111238882
IRS990/GrossReceiptsAmt0215284862
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02967503
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05552432
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt02584929
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0609358108
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0593342136
IRS990/InvestmentsPubTradedSecGrp/BOYAmt097926511
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0227482974
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt051807028
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0105886679
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/NetAssetsOrFundBalancesBOYAmt0783285776
IRS990/NetAssetsOrFundBalancesEOYAmt0856884189
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt051810508
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt052263076
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0452568
IRS990/NetUnrelatedBusTxblIncmAmt024188
IRS990/NetUnrlzdGainsLossesInvstAmt044902324
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Grant related administr
IRS990/OtherExpensesGrp/Desc1Trustee Administration
IRS990/OtherExpensesGrp/Desc2Safe Custody and bank c
IRS990/OtherExpensesGrp/Desc3Professional fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02872188
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1254489
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2144367
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt384594
IRS990/OtherExpensesGrp/TotalAmt02872188
IRS990/OtherExpensesGrp/TotalAmt1254489
IRS990/OtherExpensesGrp/TotalAmt2144367
IRS990/OtherExpensesGrp/TotalAmt384594
IRS990/OtherLiabilitiesGrp/BOYAmt0153570
IRS990/OtherLiabilitiesGrp/EOYAmt0307839
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Net foreign exchange g
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-224353
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-224353
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0-224353
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Yad HanadivA Rothschild
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt018712916
IRS990/PYInvestmentIncomeAmt0108459522
IRS990/PYOtherExpensesAmt05652621
IRS990/PYOtherRevenueAmt0-231924
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt083862061
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt024365537
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0108227598
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt028696089
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0783285776
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0856884189
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt028895066
IRS990ScheduleD/NetUnrealizedGainsInvstAmt044902324
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0307839
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Investment performance fees
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0593342136
IRS990ScheduleD/OtherSecuritiesGrp/Desc0(The detailed list can be requested)
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt044902324
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt057591155
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0593342136
IRS990ScheduleD/TotalExpensesPerForm990Amt028895066
IRS990ScheduleD/TotalLiabilityAmt0307839
IRS990ScheduleD/TotalRevenuePerForm990Amt057591155
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0102493479
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt028895066
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt11
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt022326286
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt12872188
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Middle East (Israel)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1Middle East (Israel)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Grants
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1Grants Administration
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd01
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt055957
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt123595
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt213258
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt3192814
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt450149
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt574407
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt6140083
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt710053
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt867993
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt9112875
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt10150572
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1125445
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1273171
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1310244
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt14141240
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1547536
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1619199
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1751238
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1820787
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1911641
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt2011548
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt21179782
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt2262844
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt23102829
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt2427694
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt25139268
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt26140298
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt2728802
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt2835070
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt29432581
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt30544850
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt3155174
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt3241112
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt33141064
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt3411174
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt3513317
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt3613279
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt379701
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt3811373
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt397181
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4020033
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4114228
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4222173
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt438628
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4477804
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4511130
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4650678
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4774609
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4823271
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4979737
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt50107646
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt51106399
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt5221141
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt53317982
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt54335102
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt5522480
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt56107852
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt5793408
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt58107193
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt5920325
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt6036553
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt6156585
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt623523
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt6321650
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt64109522
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt6589273
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt6650159
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt677937
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt6826943
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt6921136
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt706540
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt713616
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt72162254
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt7317356
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt74150854
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt75529947
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt7636161
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt7713550
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt7828760
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt79220349
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt80199352
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt81880772
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt82146900
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt83253319
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt8457521
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt85116746
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt8628273
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt8721600
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt8822210
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt89116702
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt90483714
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt919945
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt9243789
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt9380018
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt9415312
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt9516662
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt9651439
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt97112509
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt9825745
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt9915989
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt10084011
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt10136739
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1029547
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt103144559
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt10475640
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt105575209
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt10671901
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt10786281
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt108141000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt109194829
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt11018694
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1114372
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt11260397
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt11359406
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt11415818
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt11513517
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt11621369
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt11742702
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt11818407
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt119264888
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt12099511
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt12143141
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt12211504
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt12311504
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1248053
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt12521570
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt12643141
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1277064

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$913$1.75$912$112$64.3$47.4
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$868$0.17$868$15.2$75.4$60.2
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$934$0.63$934$49.4$63.8$14.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,055$1.83$1,053$157$42.2$115
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$912$1.06$911$58.0$27.8$30.2
2019Detailed filing. Detailed filing data is available for this year.$857$0.49$857$57.6$28.9$28.7
2018Summary only. Only limited summary data is available for this year.$784$0.26$783$108$24.4$83.9
2017Summary only. Only limited summary data is available for this year.$778$0.87$777$43.9$26.5$17.3
2016Summary only. Only limited summary data is available for this year.$707$0.23$707$50.2$21.4$28.8
2015Summary only. Only limited summary data is available for this year.$696$0.76$695$24.3$22.3$2.04
2014Summary only. Only limited summary data is available for this year.$701$0.80$700$42.8$23.5$19.2
2013Summary only. Only limited summary data is available for this year.$685$1.72$683$0.62$22.2$21.6
2012Summary only. Only limited summary data is available for this year.$579$0.79$578$44.8$22.2$67.0
2011Summary only. Only limited summary data is available for this year.$548$0.65$548$21.3$25.2$3.88
2010Summary only. Only limited summary data is available for this year.$619$4.93$614$11.4$25.1$36.5