2026-09-14T13:52:19-05:00 2025-10-31 393509305 SCHULMAN LOBEL ADVISORS LLC 1001 AVENUE OF THE AMERICAS NEW YORK NY 10018 990 2024-11-01 131730827 SEPHARDIC JEWISH BROTHERHOOD OF AMERICA SEPH 7186850080 67-67 108TH STREET FOREST HILLS NY 11375 YESUA SEDAT BEHAR PRESIDENT 7186850080 2026-09-12 1 1 ADAM REISS P01776010 2128685781 2024 YESUA SEDAT BEHAR 67-67 108TH STREET FOREST HILLS NY 11375 449486 0 X WWW.SEPHARDICBROTHERHOOD.COM X 1947 NY TO SUPPORT MEMBERS, PRIMARILY SEPHARDIC JEWISH INDIVIDUALS, THROUGH ACADEMIC SCHOLARSHIPS, JEWISH BURIAL SERVICES, AND OUTREACH PROGRAMS. 8 8 3 10 0 0 220520 210259 0 0 172746 219132 0 20095 393266 449486 54105 56598 34186 34750 150307 185922 0 0 0 95992 100594 334590 377864 58676 71622 4669247 4874647 259049 276696 4410198 4597951 TO PROVIDE ACADEMIC SCHOLARSHIPS; JEWISH BURIAL BENEFITS AND SERVICES; AND OUTREACH TO THE SEPHARDIC JEWISH COMMUNITY 0 0 56598 54430 30446 THE ORGANIZATION PROVIDED ACADEMIC SCHOLARSHIPS. 34750 2750 THE ORGANIZATION PROVIDED JEWISH BURIAL BENEFITS INCLUDING CEMETERY PLOTS AND CASH PAYMENTS TO PARTIALLY FUND MORTUARY AND MONUMENT COSTS. 136648 THE ORGANIZATION PROVIDED OUTREACH TO THE SEPHARDIC JEWISH COMMUNITY INCLUDING NEWSLETTERS, BURIAL ASSISTANCE, AND ELDERLY ASSISTANCE. 227996 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 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 3 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 8 8 1 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 0 1 0 X THE ORGANIZATION 7186850080 67-67 108TH STREET FOREST HILLS NY 11375 YESUA SEDAT BEHAR PRESIDENT 5.00 2.00 X X 0 0 0 JEFFREY BEJA FIRST VICE PRESIDENT 5.00 2.00 X X 0 0 0 MARVIN MARCUS SECOND VICE PRESIDENT 5.00 2.00 X X 0 0 0 ANDREW MARCUS SECRETARY 5.00 2.00 X X 0 0 0 JAY MATALON TREASURER 5.00 2.00 X X 0 0 0 DANIEL SMALL FINANCIAL SECRETARY 5.00 2.00 X X 0 0 0 RENEE MOTOLA ASSIST. TREASURER 5.00 2.00 X X 0 0 0 DAVID SCHRIBMAN ASSIST. FINANCIAL SECRETARY 5.00 2.00 X X 0 0 0 0 0 0 0 0 0 0 0 163351 46908 210259 145545 145545 73587 0 73587 73587 73587 MISCELLANEOUS INCOME 900099 20095 20095 20095 449486 0 0 239227 56598 34750 149380 24315 12227 17393 4577 20157 21800 3711 PRINTING AND POSTAGE 24655 DONATION EXPENSE 4658 BANK FEES & CREDIT CARD 3643 377864 89976 88884 614166 268160 3790078 4333953 175027 183650 4669247 4874647 25449 43421 233600 233275 259049 276696 X 4410198 4597951 0 0 4410198 4597951 4669247 4874647 71622 116131 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DEPOSITS ON HEAD STONES 58275 CEMETERY PLOTS HELD FOR MEMBERS 175000 233275 1 ACADEMIC SCHOLARSHIPS 34 54430 SCHEDULE I, PART I, LINE 2 GRANTS PRINCIPALLY CONSIST OF ACADEMIC SCHOLARSHIPS TO MEMBERS AND THEIR FAMILIES. THE SCHOLARSHIPS ARE AWARDED THROUGH A COMMITTEE PRIMARILY BASED ON ACADEMIC EXCELLENCE AND/OR SOCIAL BENEFIT FROM FIELD OF STUDY. FORM 990, PART VI, SECTION A, LINE 2 THE SECOND VICE PRESIDENT, AN UNPAID VOLUNTEER POSITION, IS THE FATHER OF THE SECRETARY, AN UNPAID VOLUNTEER POSITION, AND THE FATHER OF THE MANAGING DIRECTOR, A PAID EMPLOYEE. FORM 990, PART VI, SECTION A, LINE 6 THE SEPHARDIC JEWISH BROTHERHOOD OF AMERICA INC IS A 501(C)(8) NOT-FOR-PROFIT CORPORATION WITH MEMBERS THAT ARE ASSESSED ANNUAL DUES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS VOTE ON A CENTRAL COUNCIL, A GOVERNING BODY, EVERY 4 YEARS. THE CENTRAL COUNCIL VOTES FOR THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT AND MANAGING DIRECTOR AND PRESENTED TO THE EXECUTIVE COMMITTEE FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THEY ARE REQUIRED AT SUBSEQUENT MEETINGS TO DISCLOSE IF THERE HAVE BEEN ANY CHANGES SINCE THE LAST SIGNED DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15B THE SALARY OF THE MANAGING DIRECTOR WAS REVIEWED BY THE COMPENSATION COMMITTEE IN 2025 AND THEIR RECOMMENDATION WAS APPROVED BY THE EXECUTIVE COMMITTEE IN APRIL 2025. THE SECOND VICE PRESIDENT AND SECRETARY RECUSED THEMSELVES FROM THE DISCUSSION AND THE VOTE. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION GENERALLY MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC UPON REQUEST. SEPHARDIC JEWISH BROTHERHOOD FOUNDATION INC 67-67 108TH STREET FOREST HILLS NEW YORK NY 113752941 832938510 CULTURAL AND EDUCATIONAL ACTIVITIES NY 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 SEE SCHEDULE R PART VII STATEMENT 1 Q 82000 FMV TRANSACTION TYPE METHOD OF DETERMINING AMT. INVOLVED SEPHARDIC JEWISH BROTHERHOOD OF AMERICA INC INCURS EXPENSES ON BEHALF OF SEPHARDIC JEWISH BROTHERHOOD FOUNDATION INC (THE "FOUNDATION"), A RELATED ORGANIZATION. COMPENSATION EXPENSE IS ALLOCATED TO AND REIMBURSED BY THE FOUNDATION BASED ON EMPLOYEE ANALYSIS OF THE PERCENTAGE OF HOURS SPENT ON BEHALF OF THE FOUNDATION. OFFICE EXPENSES ARE REIMBURSED BY THE FOUNDATION BASED ON USAGE.