Jader Trust 4: FY2023 Nonprofit Profile & Form 990 (EIN 51-0099477)

Revenue by fiscal year
FY2020	$58.0M
FY2021	$157.4M
FY2022	$49.4M
FY2023	$15.2M
FY2024	$111.7M

Expenses by fiscal year
FY2020	$27.8M
FY2021	$42.2M
FY2022	$63.8M
FY2023	$75.4M
FY2024	$64.3M

Net assets by fiscal year
FY2020	$911.1M
FY2021	$1.1B
FY2022	$933.5M
FY2023	$867.8M
FY2024	$911.6M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1961.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

88%

12%

Program services 88% · $66.0M Management & general 12% · $9.4M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990; $430K paid to officers and key staff.

Part VII, Section A · reportable compensation

Yad Hanadiv (a Rothschild Foundation)

Bermuda Corporate Trustee

$430,000Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

Name	FY2024	FY2023	FY2022	FY2021	FY2020
Yad Hanadiv (a Rothschild Foundation)	$525,000	$430,000	$429,605	$275,000	$297,012

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Jader Trust 4 is a membership association based in New York, NY, formed in 1960.

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Provided by the organization

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1 program · $66.0M · in their own filed words · FY2023

01

Grants and allocations for educational, cultural, religious and social welfare purposes as per attached schedules

$66.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking

Grants paid · 2 grants · $110K · 2020–2023

Future of Privacy ForumDC · FY2023$30,550

The Friends of the Israel Antiquities Authority INCNY · FY2020$79,545

By the numbers

The FY2023 990, line by line.

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from philanthropy.org

1The main four

Money inPt VIII

$15.2M

Ln 12

Investment incomeLn 3$15.5M

Money outPt IX

$75.4M

Ln 25

Programscol B$66.0M

Managementcol C$9.4M

Owns and owesPt X

$867.8M

net assets · Ln 32

Cash and savingsLn 1–2$3.5M

Total assetsLn 16$868.0M

LiabilitiesLn 26$171K

PeoplePt VI, VII

1

listed · VII A

PaidVII A1

Voting boardVI 1a11

IndependentVI 1b11

2In more detail

Revenue in detailPt VIII

Investment incomeLn 3$15.5M

Gains on assetsLn 7$9.5M

Total revenueLn 12$15.2M

Assets in detailPt X, end of year

CashLn 1$3.5M

Cash and savings togetherLn 1–2$3.5M

InvestmentsLn 11–13$861.1M

Total assetsLn 16$868.0M

LiabilitiesLn 26$171K

Net assetsLn 32$867.8M

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$46.7M	$3.5M
InvestmentsLn 11–13	$835.2M	$861.1M
Total assetsLn 16	$934.2M	$868.0M
LiabilitiesLn 26	$626K	$171K
Net assetsLn 32	$933.5M	$867.8M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$31K	$31K
Grants and assistance to foreign recipientsLn 3	$66.0M	$66.0M
Legal feesLn 11b	$2K		$2K
Accounting feesLn 11c	$37K		$37K
Investment management feesLn 11f	$5.5M		$5.5M
Other expenses (24a–d)Ln 24	$3.8M		$3.8M
All other expensesLn 24e	$62K		$62K
Total functional expensesLn 25	$75.4M	$66.0M	$9.4M	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$111.7M	$64.3M	$47.4M	$911.6M	990 PDF
FY2023 Viewing	$15.2M	$75.4M	−$60.2M	$867.8M	990 PDF
FY2022	$49.4M	$63.8M	−$14.4M	$933.5M	990 PDF
FY2021	$157.4M	$42.2M	$115.2M	$1.1B	990 PDF
FY2020	$58.0M	$27.8M	$30.2M	$911.1M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2023 990 (6 parts)

Part I · Summary $15,225,836 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $51,460,318$15,524,200

I-11 Other revenuePrior year −$2,041,453−$298,364

I-12 Total revenuePrior year $49,418,865$15,225,836

I-13 Grants and similar amounts paidPrior year $55,518,395$66,026,675

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $8,301,049$9,362,906

I-18 Total expensesPrior year $63,819,444$75,389,581

I-19 Revenue less expensesPrior year −$14,400,579−$60,163,745

Part VI · Governance 11 of 11 board members independent, 3 to look at

VI-1a Voting members of the governing body11

VI-1b Independent voting members11

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

Part VIII · Statement of revenue $15,225,836 across 4 lines filed

VIII-3 Investment incomeUnrelated business $2,739,766 · Excluded from tax $3,326,913$6,066,679

VIII-7 Net gain or loss on sales of assetsUnrelated business $468,739 · Excluded from tax $8,988,782$9,457,521

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax −$298,364−$298,364

VIII-12 Total revenueRelated to mission $0 · Unrelated business $3,208,505 · Excluded from tax $12,017,331$15,225,836

Part IX · Statement of functional expenses $75,389,581 across 7 lines filed

IX-1 Grants to domestic organizationsPrograms $30,550$30,550

IX-3 Grants and assistance to foreign recipientsPrograms $65,996,125$65,996,125

IX-11b Legal feesManagement $2,401$2,401

IX-11c Accounting feesManagement $37,227$37,227

IX-11f Investment management feesManagement $5,492,528$5,492,528

IX-24 Other expenses (24a–d)Management $3,768,763$3,768,763

IX-24e All other expensesManagement $61,987$61,987

IX-25 Total functional expensesPrograms $66,026,675 · Management $9,362,906 · Fundraising $0$75,389,581

Part X · Balance sheet $867,990,860 assets, 10 lines filed

X-1 Cash, non-interest-bearingStart of year $46,740,598$3,467,131

X-4 Accounts receivableStart of year $52,246,990$3,403,477

X-11 Publicly traded securitiesStart of year $21,181,022$7,751,408

X-12 Other securitiesStart of year $813,989,773$853,368,844

X-16 Total assetsStart of year $934,158,383$867,990,860

X-17 Accounts payable and accrued expensesStart of year $163,314$143,600

X-25 Other liabilitiesStart of year $462,282$27,414

X-26 Total liabilitiesStart of year $625,596$171,014

X-32 Total net assets or fund balancesStart of year $933,532,787$867,819,846

X-33 Total liabilities and net assetsStart of year $934,158,383$867,990,860

Part XI · Reconciliation of net assets $867,819,846 net assets at year end

XI-1 Total revenue$15,225,836

XI-2 Total expenses$75,389,581

XI-3 Revenue less expenses−$60,163,745

XI-4 Net assets at start of year$933,532,787

XI-5 Net unrealized gains (losses) on investments−$5,549,196

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$867,819,846

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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Jader Trust 4 FY2023 filing

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