2025-11-13T14:18:57-06:00 2024-12-31 134986540 Carter Ledyard & Milburn LLP 28 Liberty St New York NY 10005 990 2024-01-01 510099477 Jader Trust 4 JADE 2127323200 Carter Ledyard 28 Liberty St New York NY 10005 Barbara Patterson Agent 4414059876 2025-09-22 1 1 Joanne Guido P01379403 2127323200 2024 2025-03-06 01:10:19Z Yad HanadivA Rothschild 19 Par La Ville Rd 1st Fl Hamilton BD 334205846 0 X N/A X 1960 DE Promotion of social welfare 9 9 0 0 1769135 0 0 0 0 0 15524200 112155329 -298364 -462565 15225836 111692764 66026675 49281686 0 0 0 0 0 0 0 9362906 15017214 75389581 64298900 -60163745 47393864 867990860 913301144 171014 1746777 867819846 911554367 Religious, charitable, scientific, educational and social welfare purposes 0 0 49281686 49281686 Grants and allocations for educational, cultural, religious and social welfare purposes as per attached schedules 49281686 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 1 BE 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X I Paskar CPA Yad Hanadiv CC 9722566510 4 Washington Street Jerusalem Israel IS 9418704 X Yad Hanadiv (A Rothschild Foundation) Bermuda Corporate Trustee 38.00 62.00 X 525000 955000 0 525000 955000 0 0 0 0 0 Yad Hanadiv CC 4 Washington Street Jerusalem IS Grant management 4548899 Hunter Point Capital 610 Broadway 4th Floor New York NY 10012 Investment management 2730301 Windmill Hill Asset Management Limited Silk Street Aylesbury Bucks UK UK Investment administration 2012463 Vida Ventures 455 Market Street Suite 1420 San Francisco CA 94105 Investment management 615959 Greenoaks Capital 1 Letterman Drive Building A Suit San Francisco CA 94129 Investment management 384002 16 13407201 913007 12494194 9620865 311640345 7266356 215246726 2354509 96393619 98748128 856128 97892000 Net foreign exchange g 900099 -462565 -462565 -462565 111692764 0 1769135 109923629 49281686 49281686 2261 2261 36072 36072 7961504 7961504 Taxes (net) on investme -455787 -455787 Grant related administr 6832736 6832736 Trustee administration 495294 495294 Professional fees 89611 89611 55523 55523 64298900 49281686 15017214 0 3467131 80226888 3403477 2114073 7751408 87583906 853368844 743376277 867990860 913301144 143600 1719546 27414 27231 171014 1746777 X 0 0 0 0 867819846 911554367 867819846 911554367 867990860 913301144 47393864 -3659343 0 X 0 1 X 1 0 0 (The detailed list can be requested) 743376277 F 743376277 Investment performance fees 27231 27231 108033421 -3659343 -3659343 111692764 0 111692764 64298900 0 64298900 0 64298900 1 Middle East (Israel) 1 Grants 49281686 Middle East (Israel) 1 Grants Administration 6832736 0 1 0 0 0 1 56114422 0 56114422 Middle East (Israel) Precision Medicine 1664810 Wire transfer 0 FMV Middle East (Israel) Non-Motorized Mobility 13358 Wire transfer 0 FMV Middle East (Israel) Life Sciences Reviews 35533 Wire transfer 0 FMV Middle East (Israel) Ecological Indicators 51337 Wire transfer 0 FMV Middle East (Israel) Design Coastal Estuaries 22318 Wire transfer 0 FMV Middle East (Israel) Coastal Estuaries 104555 Wire transfer 0 FMV Middle East (Israel) Shallow Reef Ecology 19847 Wire transfer 0 FMV Middle East (Israel) Degree in Jewish Thought 126781 Wire transfer 0 FMV Middle East (Israel) Improve School Environment 37027 Wire transfer 0 FMV Middle East (Israel) Multiculturalism 127991 Wire transfer 0 FMV Middle East (Israel) Clinical Bioimaging 272173 Wire transfer 0 FMV Middle East (Israel) Fluency in Arabic 28608 Wire transfer 0 FMV Middle East (Israel) Train Local Authorities 23600 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 48263 Wire transfer 0 FMV Middle East (Israel) Society Academic Database 204706 Wire transfer 0 FMV Middle East (Israel) Arab Students Mentoring 50487 Wire transfer 0 FMV Middle East (Israel) Bedouin STEM Excellence 62449 Wire transfer 0 FMV Middle East (Israel) Arab M.A. Scholarships 243363 Wire transfer 0 FMV Middle East (Israel) Excellent Women Scientists 23958 Wire transfer 0 FMV Middle East (Israel) Student Social Awareness 68978 Wire transfer 0 FMV Middle East (Israel) Linking Medical Data 21148 Wire transfer 0 FMV Middle East (Israel) Education - Underprivileged 9279 Wire transfer 0 FMV Middle East (Israel) Early Chilhood Innovation 63462 Wire transfer 0 FMV Middle East (Israel) Equal Opportunities 94205 Wire transfer 0 FMV Middle East (Israel) Riverbank Vegetation 38628 Wire transfer 0 FMV Middle East (Israel) Strengthen Environment Org 76784 Wire transfer 0 FMV Middle East (Israel) Environmental News Agency 33950 Wire transfer 0 FMV Middle East (Israel) Bedouin Youth in Negev 12386 Wire transfer 0 FMV Middle East (Israel) Nature Protection 54596 Wire transfer 0 FMV Middle East (Israel) Quality Teaching Centre 865666 Wire transfer 0 FMV Middle East (Israel) River Rehabilitation 2093 Wire transfer 0 FMV Middle East (Israel) Arab Children protection 66278 Wire transfer 0 FMV Middle East (Israel) Habitat protection 51094 Wire transfer 0 FMV Middle East (Israel) Arab Excellence strategy 24942 Wire transfer 0 FMV Middle East (Israel) Intergroup Relations 805716 Wire transfer 0 FMV Middle East (Israel) Improve Childcare Quality 280251 Wire transfer 0 FMV Middle East (Israel) Children of Asylum Seekers 26797 Wire transfer 0 FMV Middle East (Israel) Arab Vocational training 35163 Wire transfer 0 FMV Middle East (Israel) Domestic Violence 66155 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 41420 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 135041 Wire transfer 0 FMV Middle East (Israel) Early Childhood 92854 Wire transfer 0 FMV Middle East (Israel) Public Transport 175356 Wire transfer 0 FMV Middle East (Israel) Net Zero Energy 4242 Wire transfer 0 FMV Middle East (Israel) Turnaround Failing Schools 4964972 Wire transfer 0 FMV Middle East (Israel) Research Tolerance Views 44399 Wire transfer 0 FMV Middle East (Israel) Arab Science Education 379494 Wire transfer 0 FMV Middle East (Israel) Promoting Arab Culture 115449 Wire transfer 0 FMV Middle East (Israel) Bedouin Youth Leaders 439262 Wire transfer 0 FMV Middle East (Israel) Gender-Sensitive Budgeting 18595 Wire transfer 0 FMV Middle East (Israel) Arab Philanthropy Network 42903 Wire transfer 0 FMV Middle East (Israel) Bedouin Business Develop 120063 Wire transfer 0 FMV Middle East (Israel) Bedouin Matriculation 74016 Wire transfer 0 FMV Middle East (Israel) Bedouin Knowledge Centre 136166 Wire transfer 0 FMV Middle East (Israel) Digital Learning Access 46197 Wire transfer 0 FMV Middle East (Israel) Education At-Risk Youth 622578 Wire transfer 0 FMV Middle East (Israel) Arab Residents Legal Aid 48288 Wire transfer 0 FMV Middle East (Israel) National Library 3209414 Wire transfer 0 FMV Middle East (Israel) Reduce Streams Pollution 54096 Wire transfer 0 FMV Middle East (Israel) Center for Public Service 188676 Wire transfer 0 FMV Middle East (Israel) Enhancing Social Mobility 2090595 Wire transfer 0 FMV Middle East (Israel) Youth Climate Activism 66126 Wire transfer 0 FMV Middle East (Israel) Women-led Bedouin orgs 272318 Wire transfer 0 FMV Middle East (Israel) Supporting New Mothers 173444 Wire transfer 0 FMV Middle East (Israel) Childcare East Jerusalem 218356 Wire transfer 0 FMV Middle East (Israel) Promoting Literacy 104403 Wire transfer 0 FMV Middle East (Israel) Head Teachers Research 55106 Wire transfer 0 FMV Middle East (Israel) Sustainable Growth 13373 Wire transfer 0 FMV Middle East (Israel) Israeli Identity Course 48090 Wire transfer 0 FMV Middle East (Israel) Bedouin Youth Science 33317 Wire transfer 0 FMV Middle East (Israel) Economic Empowerment 21598 Wire transfer 0 FMV Middle East (Israel) Marine Emergency Volunteers 67119 Wire transfer 0 FMV Middle East (Israel) At-Risk Youth 33379 Wire transfer 0 FMV Middle East (Israel) Cross-cultural Insights 54466 Wire transfer 0 FMV Middle East (Israel) Arab Employment 608722 Wire transfer 0 FMV Middle East (Israel) Model Educational Change 294642 Wire transfer 0 FMV Middle East (Israel) Regional Water Issues 434772 Wire transfer 0 FMV Middle East (Israel) Arab Environment Activism 38949 Wire transfer 0 FMV Middle East (Israel) Climate Change 95083 Wire transfer 0 FMV Middle East (Israel) Civic Leadership 80868 Wire transfer 0 FMV Middle East (Israel) Upgrade Bedouin Local Govt 282261 Wire transfer 0 FMV Middle East (Israel) Local democracy index 73366 Wire transfer 0 FMV Middle East (Israel) Local democracy metrics 26409 Wire transfer 0 FMV Middle East (Israel) Environmental NGO's 215501 Wire transfer 0 FMV Middle East (Israel) Environmental Change 57239 Wire transfer 0 FMV Middle East (Israel) Marine Protection Areas 18867 Wire transfer 0 FMV Middle East (Israel) Science Education Campus 1439118 Wire transfer 0 FMV Middle East (Israel) Arab Law Students 18040 Wire transfer 0 FMV Middle East (Israel) Gap year Arab students 220237 Wire transfer 0 FMV Middle East (Israel) Arab Local Education 336415 Wire transfer 0 FMV Middle East (Israel) Documentary filmmaking 7522 Wire transfer 0 FMV Middle East (Israel) Arab Filmmaking 73803 Wire transfer 0 FMV Middle East (Israel) Career plans in periphery 22693 Wire transfer 0 FMV Middle East (Israel) River Restoration 1950052 Wire transfer 0 FMV Middle East (Israel) Arab Employment 491740 Wire transfer 0 FMV Middle East (Israel) Literacy in Arab schools 494357 Wire transfer 0 FMV Middle East (Israel) Arab Urban Planning 64410 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 35897 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 80343 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 219378 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 232446 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 89624 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 171057 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 52080 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 138956 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 401349 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 314408 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 314535 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 366330 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 248933 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 17661 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 160253 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 57649 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 175957 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 105972 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 74173 Wire transfer 0 FMV Middle East (Israel) Excellence in STEM 27416 Wire transfer 0 FMV Middle East (Israel) Science for Arab Students 227695 Wire transfer 0 FMV Middle East (Israel) Well-Baby Clinics Strategy 1197943 Wire transfer 0 FMV Middle East (Israel) Refugees Stability 68381 Wire transfer 0 FMV Middle East (Israel) Immigrants Absorption 5302 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 1219918 Wire transfer 0 FMV Middle East (Israel) Educational Technology 168895 Wire transfer 0 FMV Middle East (Israel) Climate Risks Mapping 100220 Wire transfer 0 FMV Middle East (Israel) Arab Gap Year Students 215545 Wire transfer 0 FMV Middle East (Israel) Zipori River Park 63367 Wire transfer 0 FMV Middle East (Israel) Academic Gap Year 147325 Wire transfer 0 FMV Middle East (Israel) Arab Gap Year Students 482267 Wire transfer 0 FMV Middle East (Israel) Academic Gap Year 904887 Wire transfer 0 FMV Middle East (Israel) Bilingual Primary School 643515 Wire transfer 0 FMV Middle East (Israel) Orphaned Children 51527 Wire transfer 0 FMV Middle East (Israel) Philanthropy Forum 17779 Wire transfer 0 FMV Middle East (Israel) Excellence in Science 64917 Wire transfer 0 FMV Middle East (Israel) Arab Parent Associations 35999 Wire transfer 0 FMV Middle East (Israel) Aacademic Gap Year 105319 Wire transfer 0 FMV Middle East (Israel) NGO Professionals Network 26745 Wire transfer 0 FMV Middle East (Israel) Bedouin Museum 34750 Wire transfer 0 FMV Middle East (Israel) Arab Employment promotion 273322 Wire transfer 0 FMV Middle East (Israel) Social Impact Bonds 201291 Wire transfer 0 FMV Middle East (Israel) Education Departments 199699 Wire transfer 0 FMV Middle East (Israel) Early Childhood 166349 Wire transfer 0 FMV Middle East (Israel) Deaf Children 16411 Wire transfer 0 FMV Middle East (Israel) Practices for Caregivers 64656 Wire transfer 0 FMV Middle East (Israel) Urban Renewal Initiative 57457 Wire transfer 0 FMV Middle East (Israel) Social and Urban Renewal 16438 Wire transfer 0 FMV Middle East (Israel) Urban Renewal 35772 Wire transfer 0 FMV Middle East (Israel) Citizen Engagement 55946 Wire transfer 0 FMV Middle East (Israel) Arab Community Engagement 268203 Wire transfer 0 FMV Middle East (Israel) Forum Arab Authorities 81001 Wire transfer 0 FMV Middle East (Israel) Informal Arab Education 56536 Wire transfer 0 FMV Middle East (Israel) Urban Renewal 27161 Wire transfer 0 FMV Middle East (Israel) Prevent Home Accidents 174707 Wire transfer 0 FMV Middle East (Israel) Urban Stream Restoration 35381 Wire transfer 0 FMV Middle East (Israel) Bedouin Solar Power 92646 Wire transfer 0 FMV Middle East (Israel) Environment in Arab Media 18337 Wire transfer 0 FMV Middle East (Israel) National Library Renewal 4280800 Wire transfer 0 FMV Middle East (Israel) Violence Prevention 27716 Wire transfer 0 FMV Middle East (Israel) Emergency Plan Bedouin 207807 Wire transfer 0 FMV Middle East (Israel) Emergency Plan Arab comm 106829 Wire transfer 0 FMV Middle East (Israel) Vocational Skills - Arabs 19880 Wire transfer 0 FMV Middle East (Israel) Research on Femicide 29230 Wire transfer 0 FMV Middle East (Israel) Mediation - Reduce Violence 88259 Wire transfer 0 FMV Middle East (Israel) Academic Gap Year 15727 Wire transfer 0 FMV Middle East (Israel) Research Arab Employment 112490 Wire transfer 0 FMV Middle East (Israel) Addressing Violent Crime 75219 Wire transfer 0 FMV Middle East (Israel) Arab Youth Employment 20659 Wire transfer 0 FMV Middle East (Israel) Victims of Violence 13781 Wire transfer 0 FMV Middle East (Israel) Urban Planning 1439575 Wire transfer 0 FMV Middle East (Israel) Research Local Authority 40483 Wire transfer 0 FMV Middle East (Israel) Arab Infrastructure 273316 Wire transfer 0 FMV Middle East (Israel) Scientific Excellence 362380 Wire transfer 0 FMV Middle East (Israel) Turnaround Schools 108111 Wire transfer 0 FMV Middle East (Israel) Data-Driven Management 64143 Wire transfer 0 FMV Middle East (Israel) Community Centers 25543 Wire transfer 0 FMV Middle East (Israel) Outreach-Arab Community 67158 Wire transfer 0 FMV Middle East (Israel) Environmental Studies 32543 Wire transfer 0 FMV Middle East (Israel) Environmental Studies 69777 Wire transfer 0 FMV Middle East (Israel) Community Environment 21368 Wire transfer 0 FMV Middle East (Israel) Support for Schools 961292 Wire transfer 0 FMV Middle East (Israel) Parent-Child Relationship 530729 Wire transfer 0 FMV Middle East (Israel) Violence Intervention 96292 Wire transfer 0 FMV Middle East (Israel) Mitigating Tensions 82736 Wire transfer 0 FMV Middle East (Israel) Inclusive Dialogue 134443 Wire transfer 0 FMV Middle East (Israel) Open Space for Public Use 27397 Wire transfer 0 FMV Middle East (Israel) Civil Society Planning 9418 Wire transfer 0 FMV Middle East (Israel) Enhancing Local Authority 10171 Wire transfer 0 FMV Middle East (Israel) Environmental Hazards 4767 Wire transfer 0 FMV Middle East (Israel) Green Building 34247 Wire transfer 0 FMV Middle East (Israel) Food Waste Reduction 68094 Wire transfer 0 FMV Middle East (Israel) Solar Energy 67472 Wire transfer 0 FMV Middle East (Israel) Training City Council 38356 Wire transfer 0 FMV Middle East (Israel) Democracy Index 66886 Wire transfer 0 FMV Middle East (Israel) Community Foundations 28774 Wire transfer 0 FMV Middle East (Israel) Data-Driven Decisions 6345 Wire transfer 0 FMV Middle East (Israel) Kayma Marine Community 50066 Wire transfer 0 FMV Middle East (Israel) Arab Employment 59224 Wire transfer 0 FMV Middle East (Israel) Arab Employment 267165 Wire transfer 0 FMV Middle East (Israel) Healthcare for Bedouin 100849 Wire transfer 0 FMV Middle East (Israel) Hebrew Communication 141091 Wire transfer 0 FMV Middle East (Israel) Evaluation Training 18526 Wire transfer 0 FMV Middle East (Israel) Prevent Domestic Violence 122896 Wire transfer 0 FMV Middle East (Israel) Bedouin Schools 94099 Wire transfer 0 FMV Middle East (Israel) Early Childhood 30137 Wire transfer 0 FMV Middle East (Israel) Social Emotional Learning 66436 Wire transfer 0 FMV Middle East (Israel) Environmental Litigation 27397 Wire transfer 0 FMV Middle East (Israel) Humanities Planning 21474 Wire transfer 0 FMV Middle East (Israel) Humanities Teaching 288228 Wire transfer 0 FMV Middle East (Israel) Ecology Society 6880 Wire transfer 0 FMV 208 1 0 1 1 1 0 Part I, Line 2: For grant applicants the Trust reviews the following information: (a) Confirmation of non-profit status, (b) Budgets and budget assumptions for the project for which grant funds are being applied, (c) Audited statements, (d) Valid tax certifications, (e) References to confirm good standing of applicant. All grants are approved by the Trust and the grantee is required to sign a grant letter confirming the terms of the grant. All applicants whose projects are approved must provide a detailed work plan which is submitted to the relevant project manager. For large strategic grants there is also a Kick-Off meeting(s) where the Trust and the Grantee go over the whole process and ensure that expectations and plans are coordinated and reconciled. Grant payments are subject to detailed progress and financial reports. If interim reports are unsatisfactory, investigation is commenced and/or future grant funding is suspended. On completion of each project the grantee is required to submit a final report. 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. 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. The Bat Hanadiv Foundation No 3 c/o Carter Ledyard Milburn LLP 28 L New York NY 10005 133091620 Private Foundation BD 501 (C) 3 PF 0 Fondation Berma c/o Carter Ledyard Milburn LLP 28 L New York NY 10005 133068203 Social Welfare SZ 501 (C) 4 0 Beder Trust Limited Lion House Red Lion St London UK WC 1R 4GB Protector UK C 0 Berma Trust SA c/o M Grumbach 2 Rue Bovy-Lysberg Geneva SZ 1205 Service Company SZ Yad Hanadiv C 0 Windmill Hill Asset Management Limited Silk Street Waddesdon Aylesbury Bucks UK HP18 OJZ Investment Management UK Fondation Berma C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 Windmill Hill Asset Management Limited M 2012463 market rate