2024-11-13T11:14:01-06:00 2023-12-31 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2023-01-01 873297460 JLENS JLEN 2128857700 CO ADL 605 THIRD AVENUE NEW YORK NY 101583560 SUSAN ROBERSON TREASURER 2128857700 2024-11-13 1 1 DANIEL ROMANO P00504182 2125990100 2023 2024-10-15 13:58:12Z X SUSAN ROBERSON C/O ADL 605 THIRD AVENUE NEW YORK NY 101583560 799655 0 X WWW.JLENSNETWORK.ORG X 2021 CA JLENS PROMOTES A JEWISH LENS ON VALUES-BASED INVESTING AND CORPORATE RESPONSIBILITY. 3 0 5 3 0 0 958471 711110 0 0 0 0 80240 88545 1038711 799655 0 0 0 0 437005 448480 0 0 47012 159191 234286 596196 682766 442515 116889 444080 561216 1060 1307 443020 559909 X JLENS PROMOTES A JEWISH LENS ON VALUES-BASED INVESTING AND CORPORATE SOCIAL RESPONSIBILITY, TWO IMPORTANT MOVEMENTS WHERE FAITH COMMUNITIES HAVE LEADERSHIP ROLES. (CONTINUED IN SCH. O)JLENS PROVIDES EDUCATION, RESEARCH AND ADVOCACY INSPIRED BY JEWISH WISDOM AND TEXTS RELATED TO SOCIAL AND ENVIRONMENTAL ISSUES, AND ETHICAL BUSINESS CONSIDERATIONS. JLENS RESEARCH AND ADVOCACY FORMS THE BASIS OF THE JEWISH ADVOCACY STRATEGY, A LIST OF PUBLIC COMPANIES THAT ALIGN WITH JEWISH VALUES AND BENEFIT FROM JLENS ADVOCACY EFFORTS TO IMPROVE CORPORATE BEHAVIOR ON SOCIAL, ENVIRONMENTAL AND OTHER JEWISH VALUES-ALIGNED CONCERNS. 0 0 493986 0 88545 SEE SCHEDULE OENGAGED MAJOR JEWISH INSTITUTIONS IN JEWISH VALUES-BASED INVESTING THROUGH THE JEWISH ADVOCACY STRATEGY, THE ONLY SCREENING, RESEARCH AND ADVOCACY STRATEGY ENGAGING IN SHAREHOLDER ADVOCACY ON JEWISH COMMUNAL CONCERNS. DEVELOPED A JEWISH VALUES FRAMEWORK FOR ASSESSING CORPORATE BEHAVIOR BY APPLYING ANCIENT JEWISH TEXT, TRADITION AND WISDOM TO TODAY'S INVESTMENT PROCESS. EVALUATED AND SCORED MANY OF THE LARGEST US AND INTERNATIONAL PUBLIC COMPANIES ON THEIR PERFORMANCE ON SIX JEWISH VALUES SCORECARDS. IMPROVED CORPORATE POLICY AND PRACTICE IN ALIGNMENT WITH JEWISH VALUES AND COMMUNAL PRIORITIES BY UTILIZING SHAREHOLDER ADVOCACY TACTICS. REPRESENTED THE JEWISH COMMUNITY IN MANY INVESTOR GROUPS AND COALITIONS FOCUSED ON A VARIETY OF ENVIRONMENTAL, SOCIAL AND GOVERNANCE ISSUES. WORKED TO COMBAT ANTISEMITISM AND ANTI-ISRAEL BIAS IN THE INVESTING AND CORPORATE FIELDS. 493986 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 X 2 0 1 5 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X SUSAN ROBERSON 2128857700 C/O ADL 605 THIRD AVENUE NEW YORK NY 101583560 X GREGORY LIBERTINY TREASURER 3.00 37.00 X X 0 313882 38959 ADAM NEUFELD SECRETARY 3.00 37.00 X X 0 326437 5735 DEB LEIPZIG CHAIRPERSON 3.00 32.00 X X 0 240149 58328 ERIC MARTIN - SENIOR DIRECTOR OPERATIONS & INVESTMENTS 40.00 0.00 X 144463 0 52351 144463 880468 155373 1 0 1 0 LENS INVESTMENTS LLC 1212 BROADWAY PLAZA STE 2100 WALNUT CREEK CA 94596 STRATEGIC ADVISORY SERVICES 132710 1 446950 264160 711110 88545 88545 799655 88545 0 0 X 373072 298458 37307 37307 48838 39070 4884 4884 26570 21256 2657 2657 23357 23357 5850 5850 168416 117891 50525 668 534 67 67 627 501 63 63 11122 8898 1112 1112 5520 4416 552 552 15024 15024 DUES & SUBSCRIPTIONS 3702 2962 370 370 682766 493986 141768 47012 432984 526216 11096 0 35000 444080 561216 1060 1307 1060 1307 X 0 0 0 0 443020 559909 443020 559909 444080 561216 116889 0 X 0 0 0 X 958471 711110 1669581 958471 711110 1669581 294648 1374933 1669581 168785 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM ADL 35000 35000 0 0 0 0 0 0 0 0 0 GREGORY LIBERTINY TREASURER 0 271864 0 30360 0 11658 0 1257 0 37702 0 352841 0 0 ADAM NEUFELD SECRETARY 0 285288 0 40360 0 789 0 3755 0 1980 0 332172 0 0 DEB LEIPZIG CHAIRPERSON 0 226769 0 12360 0 1020 0 3430 0 54898 0 298477 0 0 ERIC MARTIN - SENIOR DIRECTOR OPERATIONS & INVESTMENTS 142714 0 0 0 1749 0 0 0 52351 0 196814 0 0 0 LENS INVESTMENTS LLC SEE PART V 132710 SEE PART V 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: LENS INVESTMENTS, LLC(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: THIS COMPANY IS AN INTERESTED PERSON OF JLENS AS IT IS FULLY OWNED BY A FORMER OFFICER.(C) AMOUNT OF TRANSACTION $ 132,710.(D) DESCRIPTION OF TRANSACTION: STRATEGIC ADVISORY SERVICES(E) SHARING OF ORGANIZATION REVENUES? = NO FORM 990, PART V, LINE 2A: JLENS DOES NOT HAVE ITS OWN EMPLOYEE OR ITS OWN PAYROLL. ALL EMPLOYEES PROVIDING SERVICES TO JLENS RECEIVE THEIR W-2S FROM A RELATED ORGANIZATION, ANTI-DEFAMATION LEAGUE ("ADL"). THE ORGANIZATION IS REPORTING ON THIS LINE THE NUMBER OF ITS EMPLOYEES REPORTED ON FORM W-3, WHICH ARE REPORTED BY ADL. FORM 990, PART VI, SECTION B, LINE 11B JLENS PRESENTS A COPY OF THE FORM 990 TO ALL BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL PRIOR TO ELECTRONICALLY FILING THE FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C JLENS' CONFLICT OF INTEREST POLICY APPLIES TO DIRECTORS, OFFICERS, AND KEY MANAGEMENT EMPLOYEES. INTERESTED PERSONS MUST DISCLOSE ANY POTENTIAL FINANCIAL INTERESTS AND PROVIDE ALL RELEVANT FACTS TO THE BOARD. AFTER DISCLOSURE, THE INDIVIDUAL MUST LEAVE THE MEETING WHILE THE BOARD DISCUSSES AND VOTES ON THE CONFLICT. THE BOARD WILL ASSESS IF A MORE ADVANTAGEOUS TRANSACTION CAN BE OBTAINED WITHOUT THE CONFLICT AND, IF NOT, WILL DETERMINE BY MAJORITY VOTE OF DISINTERESTED DIRECTORS WHETHER THE TRANSACTION IS FAIR AND REASONABLE. POTENTIAL CONFLICTS OF INTERESTS ARE REVIEWED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 JLENS FOLLOWS THE COMPENSATION POLICY AS SET FORTH BY ITS RELATED ORGANIZATION, ANTI-DEFAMATION LEAGUE ("ADL"). ADL'S PROCESS FOR DETERMINING THE COMPENSATION OF OTHER OFFICERS AND ALL KEY EMPLOYEES INCLUDES CONSULTATION WITH AN INDEPENDENT COMPENSATION CONSULTANT THAT PERFORMS A COMPENSATION MARKET STUDY AND PROVIDES SALARY STRUCTURE GRADING. THE ADL BOARD CHAIR THEN PRESENTS A RECOMMENDATION TO THE EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE MAKES A DECISION ON THE RECOMMENDATION, AS DOCUMENTED IN THE COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 JLENS' FORM 990, THE GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AND AT MANAGEMENT'S DISCRETION. FORM 990, PART VII, SECTION A: SENIOR DIRECTOR OF OPERATIONS AND INVESTMENTS, ERIC MARTIN, IS AN EMPLOYEE OF ANTI-DEFAMATION LEAGUE ("ADL") WHO PROVIDED SERVICES TO JLENS. THE SENIOR DIRECTOR OF OPERATIONS AND INVESTMENTS RECEIVED A W-2 FROM ADL AND HIS SALARY AND BENEFITS ARE BEING REPORTED ON FORM 990, PART VII, SECTION A, COLUMN (D) AND (F). FORM 990, PART IX, LINE 11G CONSULTING EXPENSES: PROGRAM SERVICE EXPENSES 117,891. MANAGEMENT AND GENERAL EXPENSES 50,525. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 168,416. FORM 990, PART IX, LINES 7-10: JLENS DOES NOT HAVE ITS OWN EMPLOYEES OR ITS OWN PAYROLL. ALL EMPLOYEES PROVIDING SERVICES TO THE ORGANIZATION RECEIVE THEIR W-2S FROM A RELATED ORGANIZATION, ANTI-DEFAMATION LEAGUE ("ADL"). EXPENDITURES REPORTED ON PART IX, LINE 7-10 REPRESENT THE PORTION OF SALARIES, BENEFITS, AND PAYROLL TAX EXPENDITURES ALLOCATED TO JLENS. ANY REQUIRED REPORTING OF FORMS W-2 OR 1099 ARE HANDLED BY ADL AS THE PAYING AGENT FOR SUCH TRANSACTIONS. ANTI-DEFAMATION LEAGUE FOUNDATION 605 THIRD AVENUE NEW YORK NY 10158 132887439 SUPPORT ADL & ELIMINATE ANTI-SEMITISM NY 501(C)(3) LINE 7 ADL 0 ADLF COMMON FUND 605 THIRD AVENUE NEW YORK NY 10158 133095748 ASSIST & SUPPORT ADL NY 501(C)(3) PF ADL 0 ANTI-DEFAMATION LEAGUE - ISRAEL 21 JABOTINSKY STREET JERUSALEM IS 92141 ADVOCACY IS ADL 0 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 131818723 ELIMINATE ANTI-SEMITISM NY 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0