2026-05-05T11:23:16-05:00 2025-06-30 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990 2024-07-01 873297460 JLENS JLEN 2128857700 CO ADL 605 THIRD AVENUE NEW YORK NY 101583560 SUSAN ROBERSON TREASURER 2128857700 2026-05-05 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 2460806 0 X WWW.JLENSNETWORK.ORG X 2021 CA JLENS PROMOTES A JEWISH LENS ON VALUES-BASED INVESTING AND CORPORATE RESPONSIBILITY. (SEE SCH. O) 6 3 0 4 0 0 603888 2334158 52709 126648 0 0 0 0 656597 2460806 0 0 0 0 474901 927199 0 0 0 291081 1297902 765982 2225101 -109385 235705 454524 764895 4000 78666 450524 686229 X JLENS EMPOWERS INVESTORS TO ALIGN THEIR CAPITAL WITH JEWISH VALUES AND ADVOCATES FOR JEWISH COMMUNAL PRIORITIES IN THE CORPORATE ARENA. (SEE SCH. O)JLENS PROMOTES INVESTING THROUGH A JEWISH LENS AND AIMS TO INCREASE THE JEWISH COMMUNITY'S PARTICIPATION IN SHAREHOLDER ADVOCACY. 0 0 1941957 0 126648 IN FEBRUARY 2025, JLENS HELPED LAUNCH A JEWISH ADVOCACY ETF (EXCHANGE-TRADED FUND) ON THE NEW YORK STOCK EXCHANGE. JLENS TAKES PART IN SHAREHOLDER ADVOCACY EFFORTS THAT MATTER TO THE JEWISH COMMUNITY INCLUDING ENGAGING WITH CORPORATE LEADERSHIP, VOTING ON KEY ISSUES ON COMPANY BALLOTS, AND FILING SHAREHOLDER PROPOSALS THAT AIM TO COMBAT ANTISEMITISM AND HATE. KEY ADVOCACY ACTIONS INCLUDED AN OPPOSITION OF PROPOSALS RELATED TO THE BOYCOTT, DIVESTMENT, SANCTIONS MOVEMENT AND ADVOCATING FOR COMPANIES TO ADDRESS ANTISEMITISM. 1941957 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 1 0 0 0 1 8 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NY X SUSAN ROBERSON 2128857700 C/O ADL 605 THIRD AVENUE NEW YORK NY 101583560 JONATHAN GREENBLATT DIRECTOR 1.00 39.00 X 0 1326036 109259 ADAM NEUFELD SECRETARY 1.00 39.00 X 0 392013 21748 SUSAN ROBERSON TREASURER (AS OF 09/2024) 1.00 39.00 X 0 328565 56730 DEB LEIPZIG CHAIRPERSON (THRU 03/2025) 1.00 34.00 X X 0 254238 56330 STEVEN FINEMAN DIRECTOR (AS OF 04/2025) 1.00 2.00 X 0 0 0 NICOLE MUCHNICK DIRECTOR (AS OF 01/2025) 1.00 2.50 X 0 0 0 BEN SAX DIRECTOR (THRU 12/2024) 1.00 3.50 X 0 0 0 ROB STAVIS INTERIM CHAIRPERSON (AS OF 03/2025) 1.00 2.00 X X 0 0 0 AARON HOFFNUNG MANAGING DIRECTOR 40.00 0.00 X 259171 0 0 ERIC MARTIN SR. DIR., OPERATIONS & INVESTMENTS 40.00 0.00 X 161155 0 55136 GREGORY LIBERTINY FORMER TREASURER 0.00 0.00 X 0 244207 9025 420326 2545059 308228 2 1 1 0 0 2205728 128430 2334158 RESEARCH SERVICES/LICENSING 541900 126648 126648 126648 2460806 126648 0 0 X 261986 261986 493463 493463 31986 31986 85469 85469 54295 54295 276203 276203 6941 6941 292475 292475 145592 145592 2533 2533 37388 37388 15314 15314 12213 12213 OVERHEAD EXPENSES 441146 441146 DUES & SUBSCRIPTIONS 68097 68097 2225101 1941957 283144 0 454524 659632 96052 0 9211 454524 764895 78666 4000 0 4000 78666 X 450524 686229 450524 686229 454524 764895 235705 0 X 0 1 X 1 0 X 958471 711110 2938046 4607627 958471 711110 2938046 4607627 73541 4534086 4607627 348141 X PART II, SHORT YEAR EXPLANATION: DUE TO A CHANGE IN FISCAL YEAR END DURING 2024, THE ORGANIZATION IS COMBINING SHORT YEAR 01/01/2024 - 06/30/2024 AND FISCAL YEAR 07/01/2024 - 06/30/2025 ON SCHEDULE A, PART II, COLUMN (E) - 2024. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 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 A 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, 2025. 1 0 0 0 0 0 0 1 0 JONATHAN GREENBLATT DIRECTOR 0 872531 0 328125 0 125380 0 53500 0 55759 0 1435295 0 0 ADAM NEUFELD SECRETARY 0 337453 0 53750 0 810 0 12075 0 9673 0 413761 0 0 SUSAN ROBERSON TREASURER (AS OF 09/2024) 0 297910 0 28333 0 2322 0 888 0 55842 0 385295 0 0 DEB LEIPZIG CHAIRPERSON (THRU 03/2025) 0 234468 0 17500 0 2270 0 9320 0 47010 0 310568 0 0 AARON HOFFNUNG MANAGING DIRECTOR 257317 0 1440 0 414 0 0 0 0 0 259171 0 0 0 GREGORY LIBERTINY FORMER TREASURER 0 76416 0 0 0 167791 0 2739 0 6286 0 253232 0 0 ERIC MARTIN SR. DIR., OPERATIONS & INVESTMENTS 154745 0 4140 0 2270 0 6079 0 49057 0 216291 0 0 0 PART I, LINE 4A IN CALENDAR YEAR 2024, GREGORY LIBERTINY RECEIVED A SEVERANCE PAYMENT FROM ANTI-DEFAMATION LEAGUE ("THE LEAGUE"), A RELATED ORGANIZATION, IN THE AMOUNT OF $165,417. THIS PAYMENT WAS MADE IN CONSIDERATION FOR SERVICE TO THE LEAGUE AS FORMER SVP, FIN & ADMIN. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). PART I, LINE 7 A ONE-TIME, PERFORMANCE-BASED BONUS PAYMENT WAS PAID TO INDIVIDUALS. THESE ARE REPORTED IN COLUMN (B)(II). NON-FIXED PAYMENTS ARE THE COMBINED AMOUNTS FROM THE FILING ORGANIZATION AND THE RELATED ORGANIZATIONS. FORM 990, PART I, LINE 1 JLENS CONDUCTS RESEARCH AND ADVOCACY INSPIRED BY JEWISH VALUES AND ON BEHALF OF JEWISH INVESTORS. JLENS BECAME A REGISTERED INVESTMENT ADVISOR AND HELPED LAUNCH A JEWISH ADVOCACY ETF (EXCHANGE-TRADED FUND) WITH EMPOWERED FUNDS (DBA ETF ARCHITECT) AS THE FUND ADVISOR ON THE NEW YORK STOCK EXCHANGE. JLENS IS FOCUSED ON COMBATTING ANTISEMITISM AND HATE, SUPPORTING ISRAEL, AND PROMOTING THE JEWISH VALUE OF TIKKUN OLAM (REPAIRING THE WORLD) THROUGH SHAREHOLDER ADVOCACY WITH AMERICA'S LARGEST PUBLIC COMPANIES. FORM 990, PART VI, SECTION A, LINE 4 JLENS AMENDED ITS BYLAWS TO CHANGE ITS STRUCTURE FROM A CALIFORNIA PUBLIC BENEFIT CORPORATION WITHOUT MEMBERS TO ONE WITH A SINGLE MEMBER, THE ANTI-DEFAMATION LEAGUE. THE AMENDMENTS ALSO ESTABLISHED A MEMBER COMMITTEE TO EXERCISE THE MEMBER'S AUTHORITY, DEFINED THAT COMMITTEE'S LIMITS, ADDED DIRECTOR TERM LIMITS, REVISED OFFICER PROVISIONS AND REDUCED THE MAXIMUM NUMBER OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 JLENS HAS A SINGLE MEMBER, THE ANTI-DEFAMATION LEAGUE. FORM 990, PART VI, SECTION A, LINE 7A JLENS' SOLE MEMBER, THE ANTIDEFAMATION LEAGUE, RETAINS ALL POWERS, RIGHTS, AND DUTIES VESTED IN A MEMBER COMMITTEE CONSISTING OF THE BOARD CHAIR, TREASURER, AND CHIEF EXECUTIVE OFFICER. THE SOLE MEMBER'S RIGHTS INCLUDE THE AUTHORITY TO APPOINT ALL DIRECTORS AND TO REMOVE DIRECTORS IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B JLENS' SOLE MEMBER, THE ANTIDEFAMATION LEAGUE, RETAINS THE AUTHORITY TO AMEND JLENS' BYLAWS AND ARTICLES OF INCORPORATION. THE SOLE MEMBER ALSO RESERVES THE RIGHT TO APPROVE THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS, TO APPROVE ANY MERGER AND ITS PRINCIPAL TERMS (INCLUDING AMENDMENTS TO THOSE TERMS), AND TO AUTHORIZE THE DISSOLUTION OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B JLENS PRESENTS A COPY OF FORM 990 TO ALL BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL PRIOR TO ELECTRONICALLY FILING FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C JLENS MAINTAINS A CONFLICT OF INTEREST POLICY APPLICABLE TO MEMBERS OF ITS BOARD OF DIRECTORS. BOARD MEMBERS MUST COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PRIOR TO APPOINTMENT AND UPDATE DISCLOSURES ANNUALLY OR UPON ANY MATERIAL CHANGE. DIRECTORS ARE ALSO REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS AT THE BEGINNING OF BOARD MEETINGS WHEN RELEVANT MATTERS ARE DISCUSSED. DISCLOSURES ARE REVIEWED BY THE ORGANIZATION'S GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, AND MATERIAL CONFLICTS MAY BE ESCALATED TO SENIOR LEADERSHIP. IF A CONFLICT IS IDENTIFIED, THE DIRECTOR MUST RECUSE THEMSELVES FROM DISCUSSIONS AND DECISIONS RELATED TO THE MATTER. THE REMAINING DISINTERESTED DIRECTORS MAY CONSIDER ALTERNATIVE ARRANGEMENTS OR APPROVE A TRANSACTION BY MAJORITY VOTE IF IT IS DETERMINED TO BE IN THE BEST INTERESTS OF THE ORGANIZATION. IF A POTENTIAL CONFLICT IS IDENTIFIED AFTER A TRANSACTION HAS OCCURRED, THE BOARD REVIEWS THE MATTER AND DETERMINES WHETHER ANY CORRECTIVE ACTION IS APPROPRIATE. 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 MAKES ITS GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G WEB DESIGN CONSULTING: PROGRAM SERVICE EXPENSES 15,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,000. DATA ANALYTICS, MARKETING, AND ETF SERVICES: PROGRAM SERVICE EXPENSES 277,475. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 277,475. 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 ANTISEMITISM 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 ANTISEMITISM 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