2026-03-08T10:44:33-05:00 2025-12-31 393509305 SCHULMAN LOBEL ADVISORS LLC 1001 AVENUE OF THE AMERICAS NEW YORK NY 10018 990 2025-01-01 412226604 AWAKENED HEART PROJECT AWAK 2154350179 68 FREEMAN AVERY ROAD OLIVEBRIDGE NY 12461 JEFFREY ROTH PRESIDENT 2154350179 2026-03-07 1 ADAM REISS P01776010 2128685781 2025 2025-03-06 01:10:19Z JEFFREY ROTH 68 FREEMAN AVERY ROAD OLIVEBRIDGE NY 12461 71956 0 X HTTPS://WWW.AWAKENEDHEARTPROJECT.ORG X 2007 NY THE MISSION OF THE AWAKENED HEART PROJECT IS TO PROMOTE THE USE OF JEWISH CONTEMPLATIVE TECHNIQUES THAT FOSTER THE DEVELOPMENT OF A HEART OF WISDOM AND COMPASSION. THE ORGANIZATION CREATES OPPORTUNITIES FOR EXPERIENCING THESE PRACTICES IN BOTH BEGINNING AND INTENSIVE SETTINGS. THE ORGANIZATION RUNS RETREATS, WORKSHOPS, CLASSES, RELIGIOUS SERVICES AND CONFERENCES TO THIS END. THE ORGANIZATION MAINTAINS A WEB SITE WITH RESOURCES TO PROMOTE PRACTICE. 3 1 0 0 3286 0 171035 63117 113432 5553 0 0 44 3286 284511 71956 0 0 0 0 122518 0 0 0 0 170660 83436 293178 83436 -8667 -11480 30810 36717 249836 267223 -219026 -230506 X THE MISSION OF THE AWAKENED HEART PROJECT IS TO PROMOTE THE USE OF JEWISH CONTEMPLATIVE TECHNIQUES THAT FOSTER THE DEVELOPMENT OF A HEART OF WISDOM AND COMPASSION. THE ORGANIZATION CREATES OPPORTUNITIES FOR EXPERIENCING THESE PRACTICES IN BOTH BEGINNING AND INTENSIVE SETTINGS. THE ORGANIZATION RUNS RETREATS, WORKSHOPS, CLASSES, RELIGIOUS SERVICES AND CONFERENCES TO THIS END. THE ORGANIZATION MAINTAINS A WEB SITE WITH RESOURCES TO PROMOTE PRACTICE. 0 0 81262 ORGANIZE AND TEACH CONTEMPLATIVE JEWISH RETREAT AT MAR DE JADE IN MEXICO. ATTENDANCE AT THESE INTENSIVE LEARNING OPPORTUNITIES INCLUDE RABBIS AND JEWISH COMMUNITY LEADERS. THE RETREAT RAN FOR 11 NIGHTS AND HAD 38 PARTICIPANTS AND 6 TEACHERS. 81262 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 0 0 0 0 NY X JEFFREY ROTH 2154350179 68 FREEMAN AVERY ROAD OLIVEBRIDGE NY 12461 BRIAN ARNELL ROTATED OFF 1125 VICE PRESIDENT 0.00 X X 0 0 0 JEFFREY ROTH PRESIDENT 10.00 X X 0 0 0 JOANNA KATZ DIRECTOR 0.20 X 0 0 0 SHEILA WEINBERG DIRECTOR 0.20 X 0 0 0 0 0 0 0 0 0 0 0 63117 63117 RETREAT REVENUE 812900 5508 5508 BOOK REVENUE 812900 45 45 5553 OTHER REVENUE 900099 3286 3286 3286 71956 5553 3286 0 X 100 100 13823 11749 2074 11397 11397 10737 10737 3596 3596 CONTRIBUTIONS TO OTHER 13667 13667 RETREAT COSTS 10487 10487 DATABASE MANAGEMENT 7000 7000 CREDIT CARD/BANK FEES 5619 5619 7010 7010 83436 81262 2174 0 29600 36717 1210 30810 36717 10250 0 28223 239000 239000 586 0 249836 267223 X -219026 -230506 0 0 -219026 -230506 30810 36717 -11480 0 X 0 0 0 X 135692 185801 141474 171035 63117 697119 31817 31817 167509 185801 141474 171035 63117 728936 30000 60000 84958 50000 224958 0 30000 60000 84958 50000 224958 503978 167509 185801 141474 171035 63117 728936 0.69140 0.75360 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED JEFFREY ROTH PRESIDENT FUND OPERATIONS AND PURCHASE OF FACILITY X 239000 239000 0 1 1 239000 SCH L PART II IN 2012, JEFFREY ROTH LOANED $234,000 TO THE AWAKENED HEART PROJECT FOR THE PURPOSE OF PROVIDING FUNDS TOWARD THE PURCHASE OF A BUILDING TO HOUSE SERVICE PROGRAMS THAT FULFILL THE MISSION. IN 2017, JEFFREY ROTH LOANED AN ADDITIONAL $5,000 TO QUICKLY COVER SPECIFIC PROGRAM RELATED EXPENSES. FORM 990, PART VI, SECTION A, LINE 2 JEFFREY ROTH AND JOANNA KATZ, BOTH DIRECTORS ON THE BOARD, ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS THE BOARD REVIEWS ALL POTENTIAL CONFLICTS OF INTERESTS AMONG BOARD MEMBERS AND OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. FORM 990, PART IX, LINE 11G FILING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 100. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100. FORM 990, PART IX, LINE 24E OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 3,360. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,360. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 1,879. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,879. TELEPHONE AND INTERNET: PROGRAM SERVICE EXPENSES 1,291. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,291. GRATUITY: PROGRAM SERVICE EXPENSES 480. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 480.