Civic Intelligence

Jader Trust 4

990 • Fiscal year 2020 • EIN 51-0099477

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 01, 2021

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

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.02x

Higher debt load relative to revenue than 11% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Net Margin

93rd percentile

52%

Higher net margin than 93% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

62nd percentile

$781,611

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2020 filings • $250M-$1B nonprofits • Source year 2020

Asset Growth

46th percentile

6.4%

Faster asset growth than 46% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

49th percentile

0.7%

Faster revenue growth than 49% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Assets

Up

$912,189,958

Up $54,818,756 (+6.4%) from 2019

Net Assets

Up

$911,129,155

Up $54,244,966 (+6.3%) from 2019

Liabilities

Up

$1,060,803

Up $573,790 (+118%) from 2019

Revenue

Up

$57,972,218

Up $381,063 (+0.7%) from 2019

Expenses

Down

$27,758,043

Down $1,137,023 (-3.9%) from 2019

Net Income

Up

$30,214,175

Up $1,518,086 (+5.3%) from 2019

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

2020

Assets$912,189,958
Liabilities$1,060,803
Net Assets$911,129,155

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

2020

Revenue$57,972,218
Expenses$27,758,043
Net Income$30,214,175
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.1
Gross Receipts
$300,270,456
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$856,884,189$911,129,155▲ $54,244,966
Investments Other Securities$593,342,136$618,749,363▲ $25,407,227
Investments in Publicly Traded Securities$227,482,974$190,718,887▼ $36,764,087
Cash and Non-Interest-Bearing Accounts$33,923,800$64,817,344▲ $30,893,544
Accounts Receivable$2,622,292$37,904,364▲ $35,282,072
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$857,371,202$912,189,958▲ $54,818,756
Liabilities
Other Liabilities$307,839$865,085▲ $557,246
Accounts Payable and Accrued Expenses$179,174$195,718▲ $16,544
Total Liabilities$487,013$1,060,803▲ $573,790
Net Assets / Fund Balance
Total Net Assets Fund Balance$856,884,189$911,129,155▲ $54,244,966
Total Liabilities and Net Assets / Fund Balance$857,371,202$912,189,958▲ $54,818,756

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$618,749,363--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Bermuda Corporate TrusteeFT$297,012$484,599$781,611

Highest Paid Contractors

ContractorServicesLocationCompensation
Yad Hanadiv CCGrant administration1 Letterman Dr Bldg C, San Francisco, CA 94129, Is$2,968,412
Windmill Hill Asset Management LimitedInvestment administration455 Market Street Suite 1420, San Francisco, CA 94105, Uk$2,280,724
Mithril Capital Management LLCInvestment management10 East 53rd Street 14th Floor, New York, NY 10022$286,506
Vida VenturesInvestment management-$221,839
Reverence CapitalInvestment management-$210,948
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$57,802,398
Other Revenue
$169,820
Change in Net Assets
$30,214,175

Audited Revenue Reconciliation

Revenue per Audited Statements
$57,972,218
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$24,030,791
Total Revenue per Audited Statements
$82,003,009
Total Revenue per Form 990
$57,972,218
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,744,226
Other Expenses$6,013,817
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$21,664,681--$21,664,681
Fees for Service Investment Mgmnt Fees-$3,419,516-$3,419,516
Other Expenses-$117,817-$117,817
All Other Expenses-$89,497-$89,497
Grants to Domestic Orgs$79,545--$79,545
Fees for Services Accounting-$31,179-$31,179
Fees for Services Legal-$2,000-$2,000
Total Functional Expenses$21,744,226$6,013,817$0$27,758,043

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$27,758,043
Total Expenses per Audited Statements$27,758,043
Total Expenses per Form 990$27,758,043
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Friends of Israel Antiquities AuthorityNew York, NY501(c)3computerized archaeology$79,545

International Summary

Offices
0
Employees
2
Spending
$24,633,093

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$21,664,681
Middle East (Israel)Grants Administration-01$2,968,412
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$865,085
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
2021-11-01
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 1,466 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/BOYAmt0179174
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0195718
IRS990/AccountsReceivableGrp/BOYAmt02622292
IRS990/AccountsReceivableGrp/EOYAmt037904364
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Promotion of social welfare
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt089497
IRS990/AllOtherExpensesGrp/TotalAmt089497
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/BOYAmt033923800
IRS990/CashNonInterestBearingGrp/EOYAmt064817344
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt09
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt02968412
IRS990/ContractorCompensationGrp/CompensationAmt12280724
IRS990/ContractorCompensationGrp/CompensationAmt2286506
IRS990/ContractorCompensationGrp/CompensationAmt3221839
IRS990/ContractorCompensationGrp/CompensationAmt4210948
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/AddressLine1Txt01 Letterman Dr Bldg C
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1455 Market Street Suite 1420
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/ZIPCd094129
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd194105
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/BusinessNameLine1Txt2Mithril Capital Management LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3Vida Ventures
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/CYGrantsAndSimilarPaidAmt021744226
IRS990/CYInvestmentIncomeAmt057802398
IRS990/CYOtherExpensesAmt06013817
IRS990/CYOtherRevenueAmt0169820
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt030214175
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt027758043
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt057972218
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/ExpenseAmt021744226
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt031179
IRS990/FeesForServicesAccountingGrp/TotalAmt031179
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02000
IRS990/FeesForServicesLegalGrp/TotalAmt02000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03419516
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03419516
IRS990/ForeignActivitiesInd01
IRS990/ForeignAddress/AddressLine1Txt019 Par La Ville Rd 1st Fl
IRS990/ForeignAddress/CityNm0Hamilton
IRS990/ForeignAddress/CountryCd0BD
IRS990/ForeignCountryCd0BE
IRS990/ForeignFinancialAccountInd01
IRS990/ForeignGrantsGrp/ProgramServicesAmt021664681
IRS990/ForeignGrantsGrp/TotalAmt021664681
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt062.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt038.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0Yad Hanadiv (A Rothschild Foundation)
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0297012
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0484599
IRS990/Form990PartVIISectionAGrp/TitleTxt0Bermuda Corporate Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt045157659
IRS990/GainOrLossGrp/SecuritiesAmt04934694
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt021744226
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt079545
IRS990/GrantsToDomesticOrgsGrp/TotalAmt079545
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt088018216
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0204372375
IRS990/GrossReceiptsAmt0300270456
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt05748802
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07710045
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt01961243
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0593342136
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0618749363
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0227482974
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0190718887
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt042860557
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0199437681
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/NetAssetsOrFundBalancesBOYAmt0856884189
IRS990/NetAssetsOrFundBalancesEOYAmt0911129155
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt049974588
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt050092353
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0117765
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt024030791
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Taxes (tax refund)
IRS990/OtherExpensesGrp/Desc1Grant related administr
IRS990/OtherExpensesGrp/Desc2Trustee Administration
IRS990/OtherExpensesGrp/Desc3Safe Custody and bank c
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0-911616
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12968412
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2297012
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3117817
IRS990/OtherExpensesGrp/TotalAmt0-911616
IRS990/OtherExpensesGrp/TotalAmt12968412
IRS990/OtherExpensesGrp/TotalAmt2297012
IRS990/OtherExpensesGrp/TotalAmt3117817
IRS990/OtherLiabilitiesGrp/BOYAmt0307839
IRS990/OtherLiabilitiesGrp/EOYAmt0865085
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Net foreign exchange g
IRS990/OtherRevenueMiscGrp/ExclusionAmt0169820
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0169820
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0169820
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/PYGrantsAndSimilarPaidAmt022326286
IRS990/PYInvestmentIncomeAmt057815508
IRS990/PYOtherExpensesAmt06568780
IRS990/PYOtherRevenueAmt0-224353
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt028696089
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt028895066
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt057591155
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt030214175
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0856884189
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0911129155
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt027758043
IRS990ScheduleD/NetUnrealizedGainsInvstAmt024030791
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0865085
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Investment performance fees
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0618749363
IRS990ScheduleD/OtherSecuritiesGrp/Desc0(The detailed list can be requested)
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt024030791
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt057972218
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0618749363
IRS990ScheduleD/TotalExpensesPerForm990Amt027758043
IRS990ScheduleD/TotalLiabilityAmt0865085
IRS990ScheduleD/TotalRevenuePerForm990Amt057972218
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt082003009
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt027758043
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt11
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt021664681
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt12968412
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/CashGrantAmt030760
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1141143
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt244364
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt351162
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4154479
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt5103580
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt614993
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt781704
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt8181947
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt9196913
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt10144897
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt11267931
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1220950
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1329281
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1415654
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1529053
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1614468
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt174113
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt18170020
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1923148
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt2045032
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt2183824
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt2244815
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt23402585
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt2461520
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt2559155
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt26138089
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt2722093
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt282905
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt29181564
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt3032234
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt31365540
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt3243694
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt3310151
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt3478506
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt3555603
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt36146617
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt37269821
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt3830028
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt39186395
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt40385754
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4129953
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt42310470
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt43145264
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4426490
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4529953
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4622346
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4724581
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4879545
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4941899
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt5012040
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt5150381
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt52416430
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt53126298
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt5477877
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt5571512
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt56117169
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt5711621
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt5855883
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt59112421
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt6021961
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt61161262
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt62188477
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt63206935
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt6426499
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt65125714
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt66136653
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt6766595
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt68213439
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt6947462
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt7038876
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt7176707
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt72794888
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt73135976
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt7418456
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt7532982
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt76301135
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt77419341
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt788548
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt7941694
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt80136949
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt81105101
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt82788584
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt83168850
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt8424789
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt8513074
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt8647287
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt8741019
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt8858875
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt89161596
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt90127038
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt9144185
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt9211972
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt93288769
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt9421701
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt9517943
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt9630895
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt97413487
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt9839213
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt995811
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt10037989
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt10142809
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1021633696
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt10379979
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt104214388
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt10560056
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt10641657
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1077234
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt10853831
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1091265242
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt11042641
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt11111676
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1129228
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt11352339
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt11458241
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt11521397
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1167483
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt11737598
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt11894725
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt11918617
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt12017432
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt12128935
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt12243433
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt12362787
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt12429041
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt12514689

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
2020Detailed filing. Detailed filing data is available for this year.$912$1.06$911$58.0$27.8$30.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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