2025-11-11T14:36:05-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 20 COMMERCE DRIVE SUITE 301 CRANFORD NJ 070163618 990 2024-01-01 851370517 THE NAGEN PROJECT INC NAGE 8602433977 ONE REGENCY DRIVE BLOOMFIELD CT 06002 RICHARD GITLIN CHAIRMAN/PRESIDENT 8602433977 2025-11-11 1 1 GARRETT M HIGGINS P00543209 9082726200 2025-11-11 2024 2025-03-06 01:10:19Z RICHARD GITLIN 7895 TALAVERA PL DELRAY FL 33446 3060007 0 X WWW.NAGENPROJECT.ORG X 2020 FL TO UNITE THE JEWISH COMMUNITY IN A COHESIVE MANNER TO COMBAT ANTISEMITISM WITH ONE VOICE AND STRATEGY. 8 8 0 8 0 0 2311990 3018842 0 0 9387 41165 0 0 2321377 3060007 915950 749000 0 0 0 0 0 0 0 850275 2084324 1766225 2833324 555152 226683 1180951 1429819 15000 35124 1165951 1394695 X THE NAGEN PROJECT STANDS AT THE FOREFRONT OF A CRUCIAL BATTLE AGAINST ANTISEMITISM, FIGHTING NOT JUST FOR THE PRESENT BUT FOR THE FUTURE OF NORTH AMERICAN JEWS. THE PROJECTS APPROACH IS COMPREHENSIVE AND MULTIFACETED, FROM FREEING K-12 EDUCATION OF RADICAL CURRICULA TO TACKLING STRUCTURAL ANTISEMITISM ON UNIVERSITY CAMPUSES. THE PROJECT ENGAGES IN RESEARCH, LEGAL ACTION, AND STRATEGIC COMMUNICATIONS TO DRIVE IMPACTFUL RESULTS. 0 0 1690297 0 0 THE ORGANIZATION ENGAGED TRIGGERS, A CONSULTING COMPANY, TO CONDUCT A RESEARCH PROJECT EXAMINING THE PSYCHOLOGY BEHIND BELIEF FORMATION AND BEHAVIORAL PATTERNS, WITH A SPECIFIC FOCUS ON ANTISEMITISM. THE PURPOSE OF THIS PROJECT WAS TO BETTER UNDERSTAND WHY INDIVIDUALS ADOPT ANTISEMITIC BELIEFS AND BEHAVIORS, AND TO IDENTIFY STRATEGIES THAT CAN EFFECTIVELY CHANGE OR REDUCE ANTISEMITIC BEHAVIOR. THIS WORK SUPPORTS THE ORGANIZATION'S MISSION BY PROVIDING ACTIONABLE INSIGHTS INTO COMBATING ANTISEMITISM AND PROMOTING TOLERANCE. 749000 749000 0 THE NAGEN PROJECT INC. MADE SEVERAL GRANTS TO 501C3 ORGANIZATIONS, ALL OF WHICH PERFORM SERVICES COMPLIMENTARY TO NAGENS MISSION TO UNITE THE JEWISH COMMUNITY AND COMBAT ANTI-SEMITISM. SPECIFICALLY, THE GRANTS SUPPORTED SUCH ENDEAVORS AS RAISING AWARENESS OF THE COMPLEXITIES OF SOCIAL JUSTICE, ENRICHING THE LIVES OF JEWISH STUDENTS ON COLLEGE CAMPUSES, PROMOTING THE ACTIVITIES OF NON-PROFIT ENTITIES IN ISRAEL, EDUCATING LEADERS AND CITIZENS IN THE UNITED STATES AND EUROPE ABOUT ISRAEL AND PROMOTING THE EXCHANGE OF IDEAS BETWEEN SUCH LEADERS AND CITIZENS ABOUT ISRAELIS, AND CHALLENGING THOSE WHO SEEK TO DELEGITIMIZE THE JEWISH STATE. GRANTS WERE ALSO MADE TO ORGANIZATIONS WHICH FOCUS ON STRENGTHENING U.S. NATIONAL SECURITY WITH THE AIM OF IDENTIFYING AND ELIMINATING THREATS POSED BY ADVERSARIES OF THE US OR OTHER FREE NATIONS. 2439297 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X S&S MANAGEMENT CO LISA STEVENS 8602433977 ONE REGENCY DRIVE BLOOMFIELD CT 06002 X RICHARD GITLIN CHAIRMAN/PRESIDENT 10.00 X X 0 0 0 BILLY WEINSTEIN VICE PRESIDENT/TREASURER 10.00 X X 0 0 0 BOBBY CASPER SECRETARY 10.00 X X 0 0 0 SETH COHEN DIRECTOR 5.00 X 0 0 0 STUART GRANT DIRECTOR 5.00 X 0 0 0 MARK MANDELL DIRECTOR 5.00 X 0 0 0 DAVID ROTH DIRECTOR 5.00 X 0 0 0 CYNTHIA SHERMAN DIRECTOR 5.00 X 0 0 0 0 0 0 0 0 0 0 LESLIE ZANE CONSULTING 2 HEMLOCK HOLLOW PLACE ARMONK NY 10504 RESEARCH/CONSULTING 1430000 1 3018842 332617 3018842 41165 41165 3060007 0 0 41165 X 745000 745000 2000 2000 2000 2000 31250 31250 51046 51046 28225 28225 1904442 1690257 214185 12825 12825 4455 40 4415 1354 1354 49159 49159 1568 1568 2833324 2439297 394027 0 496602 111586 684319 0 0 80000 30 30 0 1238203 1180951 1429819 15000 35124 15000 35124 X 1115951 1394695 50000 0 1165951 1394695 1180951 1429819 226683 2061 0 X X 0 1 X 1 0 X 0 32980 986325 2311990 3018842 6350137 32980 986325 2311990 3018842 6350137 2135088 4215049 9387 41165 50552 6400689 X PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION IS REPORTING A SHORT YEAR IN COLUMN (A) 2020 FOR ITS INITIAL YEAR STARTING JUNE 4, 2020. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 3062068 2061 2061 3060007 0 3060007 2833324 0 2833324 0 2833324 PART X, LINE 2: THE PROJECT RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE PROJECT HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE PROJECT IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2021. 1 BOUNDLESS ISRAEL INC 257 ARREN ST WALTHAMM MA 02453 863691816 501(C)(3) 25000 0 TO FIGHT ANTI-SEMITISM CENTRAL FUND OF ISRAEL C/O J MARK INTERIOR 461 CENTRAL AVE CEDARHURST NY 11516 132992985 501(C)(3) 25000 0 TO FIGHT ANTI-SEMITISM GEVURAH FUND 8 AILEEN TERRACE GLOUCESTER MA 01930 993777945 501(C)(3) 25000 0 TO FIGHT ANTI-SEMITISM HILLEL INTERNATIONAL PO BOX 92994 WASHINGTON DC 200902994 521844823 501(C)(3) 150000 0 TO FIGHT ANTI-SEMITISM ISGAP 450 PARK AVE SOUTH 3RD FLOOR NEW YORK NY 10016 201381912 501(C)(3) 25000 0 TO FIGHT ANTI-SEMITISM ISRAEL ON CAMPUS COALITION PO BOX 34640 WASHINGTON DC 20043 300664947 501(C)(3) 35000 0 TO FIGHT ANTI-SEMITISM JEWISH INSTITUTE FOR LIBERAL VALUES PO BOX 9406 COLUMBUS OH 43209 873619728 501(C)(3) 275000 0 TO FIGHT ANTI-SEMITISM MERIT SPREAD FOUNDATION 1 BATTERY PARK PLZ NEW YORK NY 10004 372057617 501(C)(3) 10000 0 TO FIGHT ANTI-SEMITISM THE FOUNDATION FOR DEFENSE OF DEMOCRACY 1800 M ST NW SUITE 800S WASHINGTON DC 20036 134174402 501(C)(3) 150000 0 TO FIGHT ANTI-SEMITISM THE LAWFARE PROJECT 633 THIRD AVE FLOOR 21 NEW YORK NY 10017 272402908 501(C)(3) 25000 0 TO FIGHT ANTI-SEMITISM 10 PART I, LINE 2: ONCE SUBMITTED, THE GRANT UNDERGOES A THOROUGH REVIEW AND DISCUSSION BY THE BOARD. UPON APPROVAL, A KEY LIASON IS APPOINTED TO CLOSELY MONITOR THE GRANTS PROGRESS, ENSURING OPEN COMMUNICATION CHANNELS BETWEEN ALL PARTIES INVOLVED. THIS LIASON PLAYS A VITAL ROLE IN MAINTAINING ACCOUNTABILITY AND TRANSPARENCY IN THE GRANTS MANAGEMENT AND IN MEETING ITS MILESTONES. REGULAR REPORTS ARE PROVIDED TO KEEP ALL STAKEHOLDERS INFORMED OF ONGOING DEVELOPMENTS AND ACHIEVEMENTS. X 3 332617 AVG. SELLING PRICE 0 0 0 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS REPORTED IN COLUMN (B). PART I, LINE 32B: THE ORGANIZATION USES A THIRD-PARTY FINANCIAL INSTITUTION TO PROCESS DONATIONS OF SECURITIES. THE THIRD PARTY ASSISTS WITH THE TRANSFER AND SALE OF DONATED SECURITIES UNDER A WRITTEN AGREEMENT. THE ORGANIZATION OVERSEES THESE ACTIVITIES TO ENSURE COMPLIANCE WITH ITS POLICIES AND IRS REQUIREMENTS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION ENGAGED S & S MANAGEMENT COMPANY TO PROVIDE EXECUTIVE OFFICE AND FINANCIAL MANAGEMENT SERVICES. S & S HANDLES DAY-TO-DAY ADMINISTRATION, INCLUDING RECEIPT OF MAIL, PHONE CALLS, AND MEETING COORDINATION. IT ALSO MANAGES INCOME AND EXPENDITURES, PROCESSES CONTRIBUTIONS, PAYS BILLS WITH TREASURER APPROVAL, PREPARES MONTHLY AND ANNUAL FINANCIAL REPORTS, RECONCILES BANK ACCOUNTS, AND LIAISES WITH BANKS AND AUDITORS. THE MANAGEMENT COMPANY WAS PAID $31,250 DURING THE YEAR ENDING DECEMBER 31, 2024, FOR THESE SERVICES. WHILE THESE DUTIES ARE DELEGATED, ULTIMATE AUTHORITY AND OVERSIGHT REMAIN WITH THE BOARD OF DIRECTORS AND TREASURER. FORM 990, PART VI, SECTION A, LINE 4 DURING THE TAX YEAR, THE ORGANIZATION AMENDED IT'S BYLAWS. THE FOLLOWING SIGNIFICANT CHANGES WERE MADE COMPARED TO THE PRIOR BYLAWS: PURPOSE STATEMENT: BROADENED TO INCLUDE CHARITABLE ACTIVITIES SUCH AS RESEARCH, LEGAL ACTION, AND STRATEGIC COMMUNICATIONS TO COMBAT ANTISEMITISM AND ENSURE THE SAFETY OF NORTH AMERICAN JEWS (REPLACING THE PRIOR CAMPUS-ONLY FOCUS). BOARD STRUCTURE: SET THE BOARD SIZE AT 3 TO 9 DIRECTORS (PREVIOUSLY ONLY A MINIMUM OF 3). ADVISORY ROLES: ADDED NON-VOTING ADVISORY, HONORARY, AND EMERITUS DIRECTOR POSITIONS. MEETINGS: NOW REQUIRES QUARTERLY MEETINGS WITH UPDATED NOTICE PERIODS (27 DAYS BASED ON MEETING TYPE). OFFICERS: DEFINED ROLES AS PRESIDENT, BOARD CHAIR, SECRETARY, TREASURER, AND OPTIONAL VICE PRESIDENTS; PROHIBITED ONE PERSON FROM SERVING AS BOTH PRESIDENT AND SECRETARY; EXPANDED TREASURER'S DUTIES FOR BUDGETING AND FINANCIAL OVERSIGHT. COMMITTEES: CREATED A REQUIRED EXECUTIVE COMMITTEE (KEY OFFICERS AND APPROVED MEMBERS) AND CLARIFIED POWERS OF OTHER COMMITTEES. EXECUTION OF DOCUMENTS: AUTHORIZED THE PRESIDENT TO SIGN CONTRACTS WITHIN THE APPROVED BUDGET AND CLARIFIED RULES FOR HANDLING CHECKS AND FINANCIAL INSTRUMENTS. INDEMNIFICATION: EXPANDED PROTECTION TO DIRECTORS, OFFICERS, COMMITTEE MEMBERS, EMPLOYEES, AND AGENTS, CONSISTENT WITH FLORIDA LAW; AUTHORIZED D&O INSURANCE. AMENDMENTS: CONFIRMED THAT BYLAW CHANGES REQUIRE MAJORITY BOARD APPROVAL AND MUST BE INCLUDED IN THE MEETING NOTICE. FORM 990, PART VI, SECTION B, LINE 11B THE NAGEN PROJECT HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNATL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD FOR APPROVAL. IF ANY ISSUES ARISE, THEY ARE FORWARDED TO THE OUTSIDE ACCOUNTANT AND THE BOARD REVIEWS AFTER REVISIONS AND RESOLUTIONS. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C UNDER ARTICLE III, SECTION (B), A PERSON WHO HAS A FINANCIAL INTEREST MAY HAVE A CONFLICT OF INTEREST ONLY IF THE BOARD OF DIRECTORS OR COMMITTEE OF THE BOARD OF DIRECTORS DECIDES THAT A CONFLICT OF INTEREST EXISTS. ALL OFFICERS AND DIRECTORS HAVE AN OBLIGATION TO ACT IN THE BEST INTEREST OF THE CORPORATION, AND SHOULD ENDEAVOR TO AVOID SITUATIONS THAT PRESENT A POTENTIAL OR ACTUAL CONFLICT BETWEEN THEIR INTEREST AND THE INTEREST OF THE CORPORATION. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE POTENTIAL CONFLICT OF INTEREST OR FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS OR COMMITTEE OF THE BOARD OF DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OF DIRECTORS OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE NAGEN PROJECT MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 1,690,257. MANAGEMENT AND GENERAL EXPENSES 214,185. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,904,442. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.