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THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA

Headquarter

Company Details

Name: THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 07 Dec 1978 (46 years ago)
Entity Number: 525582
ZIP code: 12207
County: New York
Place of Formation: New York
Address: 80 STATE STREET, ALBANY, NY, United States, 12207

Links between entities

Type Company Name Company Number State
Headquarter of THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA, ILLINOIS CORP_69145787 ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 403(B) PLAN 2023 133014387 2024-08-01 SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 119
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-04-01
Business code 813000
Sponsor’s telephone number 2122680300
Plan sponsor’s address 475 RIVERSIDE DRIVE, SUITE 1450, NEW YORK, NY, 10115

Signature of

Role Plan administrator
Date 2024-08-01
Name of individual signing REBECCA LINDEN
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 401(A) PLAN 2023 133014387 2024-06-17 SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 58
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2018-01-01
Business code 813000
Sponsor’s telephone number 2122680300
Plan sponsor’s address 475 RIVERSIDE DRIVE, SUITE 1450, NEW YORK, NY, 10115

Signature of

Role Plan administrator
Date 2024-06-17
Name of individual signing REBECCA LINDEN
Role Employer/plan sponsor
Date 2024-06-17
Name of individual signing REBECCA LINDEN
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 401(A) PLAN 2022 133014387 2023-07-25 SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 55
Three-digit plan number (PN) 003
Effective date of plan 2018-01-01
Business code 813000
Sponsor’s telephone number 2122680300
Plan sponsor’s address 475 RIVERSIDE DRIVE, SUITE 1450, NEW YORK, NY, 10115

Signature of

Role Plan administrator
Date 2023-07-14
Name of individual signing REBECCA LINDEN
Role Employer/plan sponsor
Date 2023-07-24
Name of individual signing RACHEL JACOBY ROSENFIELD
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 403(B) RETIREMENT PLAN 2022 133014387 2023-07-25 SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 101
Three-digit plan number (PN) 002
Effective date of plan 1998-04-01
Business code 813000
Sponsor’s telephone number 2122680300
Plan sponsor’s address 475 RIVERSIDE DRIVE, SUITE 1450, NEW YORK, NY, 10115

Signature of

Role Plan administrator
Date 2023-07-14
Name of individual signing REBECCA LINDEN
Role Employer/plan sponsor
Date 2023-07-24
Name of individual signing RACHEL JACOBY ROSENFIELD
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 401(A) PLAN 2021 133014387 2022-10-03 SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 55
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2018-01-01
Business code 813000
Sponsor’s telephone number 2122680300
Plan sponsor’s address 475 RIVERSIDE DRIVE, SUITE 1450, NEW YORK, NY, 10115

Signature of

Role Plan administrator
Date 2022-06-23
Name of individual signing REBECCA LINDEN
Role Employer/plan sponsor
Date 2022-10-03
Name of individual signing RACHEL JACOBY ROSENFIELD
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 403(B) RETIREMENT PLAN 2021 133014387 2022-06-23 SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 102
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-04-01
Business code 813000
Sponsor’s telephone number 2122680300
Plan sponsor’s address 475 RIVERSIDE DRIVE, SUITE 1450, NEW YORK, NY, 10115

Signature of

Role Plan administrator
Date 2022-06-23
Name of individual signing REBECCA LINDEN
Role Employer/plan sponsor
Date 2022-06-07
Name of individual signing RACHEL JACOBY ROSENFIELD
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 403(B) RETIREMENT PLAN 2020 133014387 2021-10-11 SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 54
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-04-01
Business code 813000
Sponsor’s telephone number 2122680300
Plan sponsor’s address 475 RIVERSIDE DRIVE, SUITE 1450, NEW YORK, NY, 10115

Signature of

Role Plan administrator
Date 2021-10-08
Name of individual signing REBECCA LINDEN
Role Employer/plan sponsor
Date 2021-10-11
Name of individual signing RACHEL JACOBY ROSENFIELD
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 401(A) PLAN 2020 133014387 2021-03-24 SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 51
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2018-01-01
Business code 813000
Sponsor’s telephone number 2122680300
Plan sponsor’s address 475 RIVERSIDE DRIVE, SUITE 1450, NEW YORK, NY, 10115

Signature of

Role Plan administrator
Date 2021-03-24
Name of individual signing REBECCA LINDEN
Role Employer/plan sponsor
Date 2021-03-24
Name of individual signing RACHEL JACOBY ROSENFIELD
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 401(A) PLAN 2019 133014387 2020-10-13 SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 31
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2018-01-01
Business code 813000
Sponsor’s telephone number 2122680300
Plan sponsor’s address 475 RIVERSIDE DRIVE, SUITE 1450, NEW YORK, NY, 10115

Signature of

Role Plan administrator
Date 2020-10-13
Name of individual signing REBECCA LINDEN
Role Employer/plan sponsor
Date 2020-10-06
Name of individual signing RACHEL JACOBY ROSENFIELD
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 403(B) RETIREMENT PLAN 2019 133014387 2020-10-13 SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 46
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-04-01
Business code 813000
Sponsor’s telephone number 2122680300
Plan sponsor’s address 475 RIVERSIDE DRIVE, SUITE 1450, NEW YORK, NY, 10115

Signature of

Role Plan administrator
Date 2020-10-13
Name of individual signing REBECCA LINDEN
Role Employer/plan sponsor
Date 2020-10-12
Name of individual signing RACHEL JACOBY ROSENFIELD

Agent

Name Role Address
CORPORATION SERVICE COMPANY Agent 80 STATE STREET, ALBANY, NY, 12207

DOS Process Agent

Name Role Address
C/O CORPORATION SERVICE COMPANY DOS Process Agent 80 STATE STREET, ALBANY, NY, United States, 12207

History

Start date End date Type Value
2009-10-21 2016-01-07 Address 1735 JEFFERSON DAVIS HIGHWAY, CRYSTAL CITY, ARLINGTON, VA, 22202, USA (Type of address: Service of Process)
1987-02-20 2009-10-21 Name THE AMERICAN FRIENDS OF THE SHALOM HARTMAN INSTITUTE
1987-02-20 2009-10-21 Address 1735 JEFFERSON DAVIS HWY, CRYSTAL CITY, ARLINGTON, VA, 22202, USA (Type of address: Service of Process)
1978-12-07 1987-02-20 Name THE SHOLOM HARTMAN INSTITUTE FOR JUDAIC STUDIES
1978-12-07 2016-01-07 Address 45 ROCKEFELLER PLAZA, NEW YORK, NY, 10020, USA (Type of address: Registered Agent)
1978-12-07 1987-02-20 Address 45 ROCKEFELLER PLAZA, NEW YORK, NY, 10020, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
20160906057 2016-09-06 ASSUMED NAME LLC INITIAL FILING 2016-09-06
160107000257 2016-01-07 CERTIFICATE OF AMENDMENT 2016-01-07
091021000719 2009-10-21 CERTIFICATE OF AMENDMENT 2009-10-21
B460155-5 1987-02-20 CERTIFICATE OF AMENDMENT 1987-02-20
A582891-9 1979-06-12 CERTIFICATE OF AMENDMENT 1979-06-12
A535638-10 1978-12-07 CERTIFICATE OF INCORPORATION 1978-12-07

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
13-3014387 Corporation Unconditional Exemption 475 RIVERSIDE DR STE 1450, NEW YORK, NY, 10115-0114 1980-01
In Care of Name % STACEY PRENNER
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Educational Organization, Local Association of Employees, Agricultural Organization, Horticultural Organization, Board of Trade, Business League, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Voluntary Employees' Beneficiary Association (Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Mutual Ditch or Irrigation Co., Burial Association, Cemetery Company, Credit Union, Other Mutual Corp. or Assoc., Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 10,000,000 to 49,999,999
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 43446191
Income Amount 34503344
Form 990 Revenue Amount 34503344
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
EIN 13-3014387
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
EIN 13-3014387
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
EIN 13-3014387
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
EIN 13-3014387
Tax Period 201812
Filing Type P
Return Type 990T
File View File
Organization Name SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
EIN 13-3014387
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
EIN 13-3014387
Tax Period 201812
Filing Type P
Return Type 990T
File View File
Organization Name SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
EIN 13-3014387
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
EIN 13-3014387
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
EIN 13-3014387
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7674737304 2020-04-30 0202 PPP 475 RIVERSIDE DR Suite 1450, NEW YORK, NY, 10115-0002
Loan Status Date 2021-04-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 857605
Loan Approval Amount (current) 857605
Undisbursed Amount 0
Franchise Name -
Lender Location ID 45120
Servicing Lender Name Valley National Bank
Servicing Lender Address 615 Main Ave, PASSAIC, NJ, 07055-5066
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address NEW YORK, NEW YORK, NY, 10115-0002
Project Congressional District NY-13
Number of Employees 46
NAICS code 813110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 47646
Originating Lender Name Valley National Bank
Originating Lender Address New York, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 865299.62
Forgiveness Paid Date 2021-03-31

Date of last update: 18 Mar 2025

Sources: New York Secretary of State