CHORTEK WEISMAN FAMILY FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CHORTEK WEISMAN FAMILY FOUNDATION (EIN 33-0766395)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-06
IRS object ID
202521269349303202
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-06T15:12:29-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14747 EXECUTIVE DR SUITE 1300AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92121ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330766395EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHORTEK WEISMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHORBusinessNameControlTxt
Phone8582792740PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14950 MURPHY CANYON ROADAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92123ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEREMY PEARLPersonNm
Person TitleCEOPersonTitleTxt
Phone8582792740PhoneNum
Signature2025-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA J MAYERPreparerPersonNm
PTINP00188643PTIN
Phone8586271400PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT CHORTEKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14950 MURPHY CANYON ROADAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92123ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,999,049GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JCFSANDIEGO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$1,200CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$209,916PYInvestmentIncomeAmt
CY Investment Income$327,189CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$209,916PYTotalRevenueAmt
CY Total Revenue$328,389CYTotalRevenueAmt
PY Grants And Similar Paid$575,922PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,146,052CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$68,973PYOtherExpensesAmt
CY Other Expenses$64,776CYOtherExpensesAmt
PY Total Expenses$644,895PYTotalExpensesAmt
CY Total Expenses$2,210,828CYTotalExpensesAmt
PY Revenues Less Expenses-$434,979PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,882,439CYRevenuesLessExpensesAmt
Total Assets BOY$8,886,997TotalAssetsBOYAmt
Total Assets EOY$8,261,778TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,886,997NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,261,778NetAssetsOrFundBalancesEOYAmt
MissionTO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,146,052ExpenseAmt
Grant$2,146,052GrantAmt
Revenue$0RevenueAmt
DescDISTRIBUTION OF CONTRIBUTIONS TO RELIGIOUS, CHARITABLE, AND EDUCATIONAL ORGANIZATIONS.Desc
Total Program Service Expenses$2,146,052TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELI LANDAUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8582792740PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14950 MURPHY CANYON ROADAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92123ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ROBERT CHORTEK
CO-PRESIDENT1.000.00Yes (X)Yes (X)$0$0$0
SUSAN CHORTEK-WEISMAN
CO-PRESIDENT1.000.00Yes (X)Yes (X)$0$0$0
MARJORY KAPLAN
SECRETARY1.000.00Yes (X)Yes (X)$0$0$0
ANN JAFFE
DIRECTOR1.000.00Yes (X)$0$0$0
ROBERT LAZARUS
DIRECTOR1.000.00Yes (X)$0$0$0
BETH SIRULL
VICE PRESIDENT1.0040.00Yes (X)$0$462,981$79,036
JEREMY PEARL
CFO & ASSISTANT SECRETARY1.0040.00Yes (X)$0$348,642$75,104
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$811,623TotReportableCompRltdOrgAmt
Total Other Compensation$154,140TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,200AllOtherContributionsAmt
Total Contributions$1,200TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$143,957TotalRevenueColumnAmt
Exclusion$143,957ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,853,892SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,670,660SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$183,232SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$183,232TotalRevenueColumnAmt
Exclusion$183,232ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$328,389TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$327,189ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,146,052TotalAmt
Program Services$2,146,052ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,390TotalAmt
Management And General$4,390ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEESDesc
Total$60,386TotalAmt
Management And General$60,386ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,210,828TotalAmt
Program Services$2,146,052ProgramServicesAmt
Management And General$64,776ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$2,501EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$816,589BOYAmt
EOY$736,931EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,633,960BOYAmt
EOY$7,097,253EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$436,448BOYAmt
EOY$425,093EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,886,997BOYAmt
EOY$8,261,778EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,886,997BOYAmt
EOY$8,261,778EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,886,997BOYAmt
EOY$8,261,778EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,886,997BOYAmt
EOY$8,261,778EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,882,439ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,257,220NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY FOUNDATION OF SAN DIEGOBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN952504044EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$272,000SupportAmt
Other Support$1,874,052OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$272,000SupportSumAmt
Other Support Sum$1,874,052OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ALTERNATIVES$291,554F
HEDGE FUNDS$133,539F
FieldValueIRS element (for citing)
Total Book Value Securities$425,093TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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, 2024 AND 2023, AND NO AMOUNTS HAVE BEEN ACCRUED. THE FOUNDATION FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE UNITED STATES AND VARIOUS STATE AND LOCAL JURISDICTIONS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (57 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ALMADEN VALLEY COUNSELING SERVICE INC
6529 CROWN BLVD SUITE DSAN JOSECA95120942775534501(C)(3)$40,000$0GENERAL
ALUM ROCK COUNSELING CENTER INC
1245 EAST SANTA CLARA STREETSAN JOSECA95116237367637501(C)(3)$25,000$0GENERAL
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
220 EAST 42ND STREET SUITE 400NEW YORKNY10017131656634501(C)(3)$20,000$0GENERAL
BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY
4305 UNIVERSITY AVENUE SUITE 590SAN DIEGOCA92105952151526501(C)(3)$10,000$0GENERAL
BILL WILSON CENTER
3490 THE ALAMEDASANTA CLARACA95050942221849501(C)(3)$25,000$0GENERAL
BITHIAHS FAMILY SERVICES
1030 LA BONITA DRIVE UNIT 334SAN MARCOSCA92078473251661501(C)(3)$10,000$0GENERAL
CHEF ANGELS
722 CAPISTRANO PLACE APARTMENT BSAN DIEGOCA92109934487447501(C)(3)$10,000$0GENERAL
CHICANO FEDERATION OF SAN DIEGO COUNTY
3180 UNIVERSITY AVENUE SUITE 400SAN DIEGOCA92104237085960501(C)(3)$20,000$0GENERAL
CHILDRENS LEGAL SERVICES OF SAN DIEGO
4801 VIEWRIDGE AVENUESAN DIEGOCA92123813389364501(C)(3)$10,000$0GENERAL
CHRISTIE'S PLACE
2440 THIRD AVENUESAN DIEGOCA92101911878632501(C)(3)$20,000$0GENERAL
COMMUNITY SEVA INC
3113 PINOT GRIGIO PLACESAN JOSECA95135463038992501(C)(3)$25,000$0GENERAL
CYSTIC FIBROSIS FOUNDATION
4550 MONTGOMERY AVENUE SUITE 1100NNATICKMA01760131930701501(C)(3)$20,000$0GENERAL
DESTINATION HOME
3180 NEWBERRY DRIVE SUITE 200SAN JOSECA95118823353174501(C)(3)$25,000$0GENERAL
DON DIEGO SCHOLARSHIP FOUNDATION
PO BOX 614DEL MARCA92014330859020501(C)(3)$10,000$0GENERAL
DOORS OF CHANGE
PO BOX 177CARDIFFCA92007770606859501(C)(3)$15,000$0GENERAL
DOWNTOWN STREETS INC
1671 THE ALAMEDA 301SAN JOSECA95126205242330501(C)(3)$40,000$0GENERAL
JEWISH COMMUNITY FOUNDATION OF SAN DIEGO
4950 MURPHY CANYON ROADSAN DIEGOCA92123952504044501(C)(3)$272,000$0GENERAL
FREE TO THRIVE
1050 UNIVERSITY AVENUE UNIT E107-84SAN DIEGOCA92103820860894501(C)(3)$40,000$0GENERAL
FRIENDS OF CHABAD LUBAVITCH SAN DIEGO
4240 GRESHAM STREETSAN DIEGOCA92109330147470501(C)(3)$25,000$0GENERAL
HEBREW FREE LOAN OF SAN DIEGO
9404 GENESEE AVENUE SUITE 200LA JOLLACA92037852055131501(C)(3)$25,000$0GENERAL
HILLEL OF SAN DIEGO
5717 LINDO PASEOSAN DIEGOCA92115330519225501(C)(3)$72,715$0GENERAL
HOME START INC
5005 TEXAS STREET SUITE 203SAN DIEGOCA92108953138268501(C)(3)$50,000$0GENERAL
HONOR FOUNDATION
11055 ROSELLE STREET SUITE 120SAN DIEGOCA92121462952873501(C)(3)$20,000$0GENERAL
IMPACT CUBED
441 SAXONY ROADENCINITASCA92024832215503501(C)(3)$25,000$0GENERAL
J LEADERS
15559 UNION AVENUE SUITE 630LOS GATOSCA95032862935748501(C)(3)$25,000$0GENERAL
JEWISH FAMILY SERVICE OF SAN DIEGO
8804 BALBOA AVENUESAN DIEGOCA92123951644024501(C)(3)$20,000$0GENERAL
JEWISH FAMILY SERVICES OF SILICON VALLEY
PO BOX 320490LOS GATOSCA95032942536452501(C)(3)$95,000$0GENERAL
JEWISH FEDERATION OF SAN DIEGO COUNTY
4950 MURPHY CANYON ROADSAN DIEGOCA92123951319015501(C)(3)$80,000$0GENERAL
JEWISH NATIONAL FUND
PO BOX 372050RESEDACA91337131659627501(C)(3)$25,000$0GENERAL
JEWISH SILICON VALLEY
14855 OKA ROAD SUITE 201LOS GATOSCA95032942222989501(C)(3)$45,000$0GENERAL
JUST IN TIME FOR FOSTER YOUTH
PO BOX 601627SAN DIEGOCA92160205448416501(C)(3)$25,000$0GENERAL
KAVOD ELEMENTARY CHARTER SCHOOL
6991 BALBOA AVENUESAN DIEGOCA92111452038868501(C)(3)$18,000$0GENERAL
KIDS TURN SAN DIEGO
4909 MURPHY CANYON ROAD SUITE 515SAN DIEGOCA92123330724932501(C)(3)$50,000$0GENERAL
KINDNESS INITIATIVE
9404 GENESEE AVENUE SUITE 200LA JOLLACA92037871083852501(C)(3)$25,000$0GENERAL
KITCHENS FOR GOOD
2799 HEALTH CENTER DRIVESAN DIEGOCA92123463278605501(C)(3)$20,000$0GENERAL
LAWRENCE FAMILY JEWISH COMMUNITY CENTER JACOBS FAMILY CAMPUS
4126 EXECUTIVE DRIVELA JOLLACA92037951985444501(C)(3)$195,000$0GENERAL
MAMA'S KITCHEN
3960 HOME AVENUESAN DIEGOCA92105330434246501(C)(3)$15,000$0GENERAL
NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE
234 EAST GISH ROAD SUITE 200SAN JOSECA95112942420708501(C)(3)$55,000$0GENERAL
NORTH COUNTY LIFELINE
200 MICHIGAN AVENUEVISTACA92084952794253501(C)(3)$15,000$0GENERAL
PIVOTAL
75 E SANTA CLARA STREET SUITE 1450SAN JOSECA95113770166138501(C)(3)$65,000$0GENERAL
PROMISES2KIDS FOUNDATION
9400 RUFFIN COURT SUITE ASAN DIEGOCA92123953655288501(C)(3)$20,000$0GENERAL
PURSUIT OF EXCELLENCE
1249 PINE STREETPALO ALTOCA94301770054289501(C)(3)$25,000$0GENERAL
RISE UP INDUSTRIES
8530 ROLAND ACRES DRIVESANTEECA92071800908912501(C)(3)$20,000$0GENERAL
RONALD MCDONALD HOUSE CHARITIES OF SAN DIEGO
2929 CHILDRENS WAYSAN DIEGOCA92123953251490501(C)(3)$10,000$0GENERAL
SAN DIEGO JEWISH ACADEMY
11860 CARMEL CREEK ROADSAN DIEGOCA92130953287745501(C)(3)$180,087$0GENERAL
SHARIA'S CLOSET
6244 EL CAJON BLVD SUITE 5SAN DIEGOCA92115811088718501(C)(3)$15,000$0GENERAL
SHINE TOGETHER INC
508 VALLEY WAYMILPITASCA95035450702884501(C)(3)$50,000$0GENERAL
TARIQ KHAMISA FOUNDATION
10650 TREENA STREET SUITE 111SAN DIEGOCA92131330688465501(C)(3)$15,000$0GENERAL
THE UNITY CARE GROUP
1400 PARKMOOR AVENUE SUITE 115SAN JOSECA95126770323115501(C)(3)$40,000$0GENERAL
TRANSFAMILY SUPPORT SERVICES
12463 RANCHO BERNARDO ROADSAN DIEGOCA92128473880841501(C)(3)$30,000$0GENERAL
URBAN CORPS OF SAN DIEGO
3127 JEFFERSON STREETSAN DIEGOCA92110330352148501(C)(3)$10,000$0GENERAL
VOICES FOR CHILDREN
2851 MEADOW LARK DRIVESAN DIEGOCA92123953786047501(C)(3)$10,000$0GENERAL
VOICES OF OUR CITY CHOIR
2728 6TH AVENUESAN DIEGOCA92103822363154501(C)(3)$20,000$0GENERAL
WALDEN ENVIRONMENT (WALDEN FAMILY SERVICES)
8525 GIBBS DRIVE SUITE 100SAN DIEGOCA92123942358632501(C)(3)$15,000$0GENERAL
WARRIOR VILLAGE PROJECT INC
4195 FALLSBRAE ROADFALLBROOKCA92028852447757501(C)(3)$18,250$0GENERAL
WESLEY HOUSE STUDENT RESIDENCE INC
5710 HARDY AVENUE SUITE 12SAN DIEGOCA92115475032212501(C)(3)$20,000$0GENERAL
WOMEN'S RESOURCE CENTER
1963 APPLE STREETOCEANSIDECA92054952932237501(C)(3)$20,000$0GENERAL
FieldValueIRS element (for citing)
Total501c3 Org57Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS ARE PAID TO ORGANIZATIONS THAT SUPPORT THE CAUSES AND MISSION OF THE JEWISH COMMUNITY FOUNDATION. GRANTS ARE APPROVED BY THE BOARD OF DIRECTORS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BETH SIRULL
VICE PRESIDENT$0$462,981$0$0$0$0$0$61,450$0$17,586$0$542,017$0$0
JEREMY PEARL
CFO & ASSISTANT SECRETARY$0$348,642$0$0$0$0$0$61,450$0$13,654$0$423,746$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2SUSAN CHORTEK-WEISMAN AND ROBERT CHORTEK HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BA 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 12CANNUALLY 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 15THE 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 19THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY FOUNDATION OF SAN DIEGOBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14950 MURPHY CANYON ROADAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92123ZIPCd
FieldValueIRS element (for citing)
EIN952504044EIN
Primary ActivitiesTO INCREASE SUPPORT FOR A VIBRANT AND SECURE JEWISH AND GENERAL COMMUNITYPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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