2024-05-07T15:20:09-05:00 2023-06-30 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2022-07-01 330766395 CHORTEK WEISMAN FAMILY FOUNDATION CHOR 8582792740 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 JEREMY PEARL CEO 8582792740 2024-05-06 1 JEREMY PEARL 999009999 1 PATRICIA J MAYER P00188643 8586271400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT CHORTEK 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 1922241 0 X WWW.JCFSANDIEGO.ORG X 1998 CA TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO. 5 5 0 7 0 0 6045687 0 0 0 116111 209916 0 0 6161798 209916 430770 575922 0 0 0 0 0 0 0 43830 68973 474600 644895 5687198 -434979 8551786 8886997 0 0 8551786 8886997 TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO. 0 0 575922 575922 0 DISTRIBUTION OF CONTRIBUTIONS TO RELIGIOUS, CHARITABLE, AND EDUCATIONAL ORGANIZATIONS. 575922 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X ELI LANDAU 8582792740 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 ROBERT CHORTEK CO-PRESIDENT 1.00 X X 0 0 0 SUSAN CHORTEK-WEISMAN CO-PRESIDENT 1.00 X X 0 0 0 MARJORY KAPLAN SECRETARY 1.00 X X 0 0 0 ANN JAFFE DIRECTOR 1.00 X 0 0 0 ROBERT LAZARUS DIRECTOR 1.00 X 0 0 0 BETH SIRULL VICE PRESIDENT 1.00 40.00 X 0 415607 67184 JEREMY PEARL CFO 1.00 40.00 X 0 326163 64889 0 741770 132073 0 0 1 0 0 126104 126104 1796137 1712325 83812 83812 83812 209916 0 0 209916 575922 575922 7797 7797 ADMINISTRATIVE FEES 61176 61176 644895 575922 68973 0 5342050 816589 2801179 7633960 408557 436448 8551786 8886997 0 0 X 8551786 8886997 8551786 8886997 8551786 8886997 -434979 770190 0 X 0 1 X 1 0 X X 1 JEWISH COMMUNITY FOUNDATION OF SAN DIEGO 952504044 7 1 144000 431922 1 144000 431922 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G, COLUMN VI: THE ORGANIZATION SUPPORTS THE JEWISH COMMUNITY FOUNDATION BY PROVIDING GRANTS TO OTHER ORGANIZATIONS TO FURTHER THE JEWISH COMMUNITY FOUNDATION'S MISSION. PART IV, SECTION A, LINE 6: THE ORGANIZATION PROVIDED SUPPORT IN THE FORM OF GRANTS TO OTHER NON-PROFIT ORGANIZATIONS IN ACCORDANCE WITH THE MISSION OF THE SUPPORTED ORGANIZATION, JEWISH COMMUNITY FOUNDATION OF SAN DIEGO. 0 X PART X, LINE 2: THE FOUNDATION FOLLOWS GAAP RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE CONSOLIDATED STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2023 AND 2022, AND NO AMOUNTS HAVE BEEN ACCRUED. THE FOUNDATION FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE UNITED STATES AND VARIOUS STATE AND LOCAL JURISDICTIONS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 1082 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 14935 0 0 0 0 0 0 16017 0 16017 0 0 0 0 0 0 PART III ACCOUNTING METHOD: PART 1, LINE 3 COLUMN (F): METHOD OF ACCOUNTING: ACCRUAL 1 SAN DIEGO JEWISH ACADEMY 11860 CARMEL CREEK ROAD SAN DIEGO CA 92130 953287745 501(C)(3) 60029 0 GENERAL HILLEL OF SAN DIEGO 5717 LINDO PASEO SAN DIEGO CA 92115 330519225 501(C)(3) 62893 0 GENERAL LAWRENCE FAMILY JEWISH COMMUNITY CENTER JACOBS FAMILY CAMPUS 4126 EXECUTIVE DRIVE LA JOLLA CA 92037 951985444 501(C)(3) 73000 0 GENERAL FRIENDS OF CHABAD LUBAVITCH SAN DIEGO 10785 POMERADO ROAD SAN DIEGO CA 92131 330147470 501(C)(3) 61000 0 GENERAL JEWISH FEDERATION OF SAN DIEGO COUNTY 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 951319015 501(C)(3) 15000 0 GENERAL JEWISH COMMUNITY FOUNDATION OF SAN DIEGO 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 952504044 501(C)(3) 144000 0 GENERAL PIVOTAL 75 E SANTA CLARA STREET SUITE 1450 SAN JOSE CA 95113 770166138 501(C)(3) 50000 0 GENERAL J LEADERS 15559 UNION AVENUE 630 LOS GATOS CA 95032 862935748 501(C)(3) 25000 0 GENERAL JEWISH SILICON VALLEY 14855 OKA ROAD SUITE 201 LOS GATOS CA 95032 942222989 501(C)(3) 50000 0 GENERAL INTERNATIONAL MARCH OF THE LIVING 2 WEST 45TH STREET SUITE 1500 NEW YORK NY 10036 223261085 501(C)(3) 25000 0 GENERAL 10 0 PART I, LINE 2: GRANTS ARE PAID TO ORGANIZATIONS THAT SUPPORT THE CAUSES AND MISSION OF THE JEWISH COMMUNITY FOUNDATION. GRANTS ARE APPROVED BY THE BOARD OF DIRECTORS. 0 0 0 0 0 0 0 0 0 BETH SIRULL VICE PRESIDENT 0 415607 0 0 0 0 0 58250 0 8934 0 482791 0 0 JEREMY PEARL CFO 0 326163 0 0 0 0 0 58250 0 6639 0 391052 0 0 PART I, LINE 3 THE HUMAN RESOURCES COMMITTEE OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO EVALUATES AND APPROVES EXECUTIVE COMPENSATION ANNUALLY. THE EVALUATION INCLUDES THE REVIEW OF COMPARABILITY DATA PROVIDED BY INDEPENDENT SOURCES. A WRITTEN EMPLOYMENT CONTRACT GOVERNS CEO COMPENSATION AND OTHER TERMS OF EMPLOYMENT. THE CONTRACT IS REVIEWED BY OUTSIDE COUNSEL AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 2 SUSAN CHORTEK-WEISMAN AND ROBERT CHORTEK HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FINAL FORM 990 IS PROVIDED TO ALL BOARD MEMBERS BEFORE FILING. EACH BOARD MEMBER REVIEWS THE 990 AND CONTACTS MANAGEMENT WITH ANY QUESTIONS OR CONCERNS. ANY CHANGES THAT ARISE FROM THE BOARD REVIEW ARE COMMUNICATED TO ALL BOARD MEMBERS BEFORE FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH BOARD MEMBER IS REQUIRED TO DISCLOSE ALL CONFLICTS OF INTEREST BY COMPLETING A CONFLICT OF INTEREST QUESTIONNAIRE. IF A TRANSACTION ARISES WHERE THERE IS A CONFLICT OF INTEREST, THE PERSON WITH SUCH CONFLICT IS NOT ALLOWED TO VOTE ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE CHORTEK FAMILY FOUNDATION DOES NOT HAVE ANY EMPLOYEES. THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO, A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES. THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO HAS A FORMAL COMPENSATION REVIEW POLICY. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. JEWISH COMMUNITY FOUNDATION OF SAN DIEGO 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 952504044 TO INCREASE SUPPORT FOR A VIBRANT AND SECURE JEWISH AND GENERAL COMMUNITY CA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0