2025-03-24T14:21:55-05:00 2024-06-30 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2024-01-01 873297460 JLENS JLEN 2128857700 CO ADL 605 THIRD AVENUE NEW YORK NY 101583560 SUSAN ROBERSON TREASURER 2128857700 2025-03-24 1 1 DANIEL ROMANO P00504182 2125990100 2024 2025-03-06 01:10:19Z SUSAN ROBERSON C/O ADL 605 THIRD AVENUE NEW YORK NY 101583560 656597 0 X WWW.JLENSNETWORK.ORG X 2021 CA JLENS PROMOTES A JEWISH LENS ON VALUES-BASED INVESTING AND CORPORATE RESPONSIBILITY. 3 0 0 3 0 0 711110 603888 88545 52709 0 0 0 0 799655 656597 0 0 0 0 448480 474901 0 0 59675 234286 291081 682766 765982 116889 -109385 561216 454524 1307 4000 559909 450524 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 547601 0 52709 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. 547601 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 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 NY X SUSAN ROBERSON 2128857700 C/O ADL 605 THIRD AVENUE NEW YORK NY 101583560 X DEB LEIPZIG CHAIRPERSON 3.00 32.00 X X 0 0 0 ADAM NEUFELD SECRETARY 3.00 37.00 X X 0 0 0 GREGORY LIBERTINY TREASURER 3.00 37.00 X X 0 0 0 0 0 0 544623 59265 603888 RESEARCH SERVICES/LICENSING 541900 52709 52709 52709 656597 52709 0 0 X 377032 301626 37703 37703 5512 4410 551 551 62265 49813 6226 6226 30092 24074 3009 3009 33094 33094 9450 9450 85080 59517 25563 1042 301 726 15 18000 12900 4800 300 90 72 9 9 13171 10537 1317 1317 505 403 51 51 25713 25713 DUES & SUBSCRIPTIONS 104936 83948 10494 10494 765982 547601 158706 59675 526216 454524 35000 0 561216 454524 1307 0 4000 1307 4000 X 559909 450524 559909 450524 561216 454524 -109385 0 X 0 1 X 1 0 X 958471 711110 603888 2273469 958471 711110 603888 2273469 222186 2051283 2273469 221494 X PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION IS REPORTING A SHORT YEAR ON SCHEDULE A, PART II, COLUMN (E) - 2024. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO ANTI-DEFAMATION LEAGUE 4000 4000 X PART X, LINE 2: JLENS IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS CHARITABLE ORGANIZATION QUALIFYING UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), EXCEPT FOR INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. UNDER U.S. GAAP, THE TAX EFFECTS FROM UNCERTAIN TAX POSITIONS ARE TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAX AUTHORITY. JLENS COMPLETED AN ANALYSIS OF ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH APPLICABLE ACCOUNTING GUIDANCE AND DETERMINED THERE ARE NO AMOUNTS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS AT JUNE 30, 2024. FORM 990, HEADER, LINE A - CHANGE OF ACCOUNTING PERIOD: JLENS CHANGED THEIR YEAR-END FROM DECEMBER 31 TO JUNE 30. A RETURN WAS PREVIOUSLY FILED FOR THE YEAR ENDED DECEMBER 31, 2023 AND A SHORT-YEAR RETURN IS NOW BEING FILED FOR JUNE 30, 2024. THE CHANGE IN YEAR-END IS BEING MADE PURSUANT TO REVENUE PROCEDURE 85-58 SINCE THERE HAS NOT BEEN A CHANGE IN YEAR-END OVER THE PAST 10 YEARS AND THE RETURN IS BEING TIMELY FILED. IN ACCORDANCE WITH THE INSTRUCTIONS FOR A SHORT-YEAR RETURN, WITH NO CALENDAR YEAR HAVING TAKEN PLACE WITHIN IT, THE COMPENSATION SECTIONS OF THE RETURN DO NOT DISCLOSE ANY AMOUNTS. CALENDAR YEAR 2024 COMPENSATION DETAIL WILL BE PROVIDED ON OUR JUNE 30, 2025 FILING. 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 IX, LINE 11G CONSULTING EXPENSES: PROGRAM SERVICE EXPENSES 59,517. MANAGEMENT AND GENERAL EXPENSES 25,563. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,080. FORM 990, PART IX, LINES 7-10: JLENS DOES NOT HAVE ITS OWN EMPLOYEES OR ITS OWN PAYROLL. EMPLOYEES OF A RELATED ORGANIZATION, ANTI-DEFAMATION LEAGUE ("ADL"), PROVIDING SERVICES TO JLENS RECEIVE THEIR W-2S FROM 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 1 0 0 0