JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA (EIN 86-0718936)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-16
- IRS object ID
- 202312899349301726
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-16T13:08:16-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364538293 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUDWIG KLEWER & RUDNER PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4783 E CAMP LOWELL DR | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860718936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNITY FOUNDATION OF | BusinessNameLine1Txt |
| Business Name Line2 | SOUTHERN ARIZONA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5205770388 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3718 E RIVER ROAD 118 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA LOVALLO | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 5205770388 | PhoneNum |
| Signature | 2023-10-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | COURTNEY | PersonFirstNm |
| Person Last | WELLS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE S KLEWER CPA | PreparerPersonNm |
| PTIN | P00343046 | PTIN |
| Phone | 5205450500 | PhoneNum |
| Preparation | 2023-10-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LIZ KANTOR GROSKIND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3718 E RIVER RD 118 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $54,522,566 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JPARIZONA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | JEWISH PHILANTHROPIES OF SOUTHERN ARIZONA (JPSA) IS COMMITTED TO ACHIEVING THE FULL POTENTIAL OF JEWISH PHILANTHROPY, NOW AND FOR FUTURE GENERATIONS. COMPRISED OF JEWISH FEDERATION OF SOUTHERN ARIZONA (JFSA) AND JEWISH COMMUNITY FOUNDATION (JCF OR FOUNDATION), JPSA PROVIDES FUNDING FOR CRITICAL NEEDS IN OUR COMMUNITY AND AROUND THE WORLD. JCF PARTNERS WITH DONORS AND NON-PROFIT ORGANIZATIONS TO ACHIEVE THEIR PHILANTHROPIC GOALS. FUND HOLDERS BENEFIT FROM THE FOUNDATION'S PROFESSIONAL SERVICES INCLUDING FUND INVESTMENT, MANAGEMENT, REPORTING, GRANTING, AND FIELD OF INTEREST RESEARCH. JCF WORKS WITH INDIVIDUAL DONORS, OFTEN IN COLLABORATION WITH THEIR PROFESSIONAL ADVISORS, TO DEVELOP LEGACY PLANS TO FUND ENDOWMENTS THROUGH TESTAMENTARY PROVISIONS VIA THEIR WILLS, TRUSTS, LIFE INSURANCE POLICIES AND OTHER ESTATE VEHICLES. JCF MANAGES ENDOWMENTS, DONOR ADVISED FUNDS, ORGANIZATION ENDOWMENTS, CUSTODIAL FUNDS, AND CHARITABLE REMAINDER TRUSTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | -$501 | TotalGrossUBIAmt |
| PY Contributions Grants | $21,684,869 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,724,687 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $314,681 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $263,905 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,193,794 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,800,990 | CYInvestmentIncomeAmt |
| CY Other Revenue | $259,261 | CYOtherRevenueAmt |
| PY Total Revenue | $29,193,344 | PYTotalRevenueAmt |
| CY Total Revenue | $29,048,843 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,669,454 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,671,131 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $820,658 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $758,348 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $116,783 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $512,710 | PYOtherExpensesAmt |
| CY Other Expenses | $670,928 | CYOtherExpensesAmt |
| PY Total Expenses | $11,002,822 | PYTotalExpensesAmt |
| CY Total Expenses | $20,100,407 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,190,522 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,948,436 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $157,844,908 | TotalAssetsBOYAmt |
| Total Assets EOY | $154,067,805 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $42,436,483 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,923,433 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $115,408,425 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $113,144,372 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | JEWISH PHILANTHROPIES OF SOUTHERN ARIZONA (JPSA) IS COMMITTED TO ACHIEVING THE FULL POTENTIAL OF JEWISH PHILANTHROPY, NOW AND FOR FUTURE GENERATIONS. COMPRISED OF JEWISH FEDERATION OF SOUTHERN ARIZONA (JFSA) AND JEWISH COMMUNITY FOUNDATION (JCF OR FOUNDATION), JPSA PROVIDES FUNDING FOR CRITICAL NEEDS IN OUR COMMUNITY AND AROUND THE WORLD. JCF PARTNERS WITH DONORS AND NON-PROFIT ORGANIZATIONS TO ACHIEVE THEIR PHILANTHROPIC GOALS. FUND HOLDERS BENEFIT FROM THE FOUNDATION'S PROFESSIONAL SERVICES INCLUDING FUND INVESTMENT, MANAGEMENT, REPORTING, GRANTING, AND FIELD OF INTEREST RESEARCH. JCF WORKS WITH INDIVIDUAL DONORS, OFTEN IN COLLABORATION WITH THEIR PROFESSIONAL ADVISORS, TO DEVELOP LEGACY PLANS TO FUND ENDOWMENTS THROUGH TESTAMENTARY PROVISIONS VIA THEIR WILLS, TRUSTS, LIFE INSURANCE POLICIES AND OTHER ESTATE VEHICLES. JCF MANAGES ENDOWMENTS, DONOR ADVISED FUNDS, ORGANIZATION ENDOWMENTS, CUSTODIAL FUNDS, AND CHARITABLE REMAINDER TRUSTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $19,220,667 | ExpenseAmt |
| Grant | $18,671,131 | GrantAmt |
| Revenue | $263,905 | RevenueAmt |
| Desc | JCF MADE DISTRIBUTIONS TO OVER 500 DIFFERENT CHARITABLE 501(C)(3) ORGANIZATIONS THAT PROVIDE HEALTH, EDUCATIONAL, CULTURAL, AND SOCIAL SERVICES LOCALLY, NATIONALLY, AND INTERNATIONALLY. IN OUR SOUTHERN ARIZONA COMMUNITY, FUNDING WAS DIRECTED TO AGENCIES AND ORGANIZATIONS THAT PROVIDE ESSENTIAL RESOURCES AND SERVICES SUCH AS TRANSPORTATION FOR AGING ADULTS, FOOD ASSISTANCE, ENGAGEMENT PROGRAMMING, JEWISH COMMUNITY SECURITY, EMERGENCY FINANCIAL ASSISTANCE, JEWISH EDUCATION, COUNSELING, AND MORE. | Desc |
| Total Program Service Expenses | $19,220,667 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY L DRISKELL | PersonNm |
| Phone | 5205779393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3718 E RIVER RD SUITE 100 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| GRAHAM HOFFMAN | ||||||||
| FORMER PRESI | 38.00 | Yes (X) | $323,983 | $0 | $4,464 | |||
| JANE ESPINOZA | ||||||||
| DIR OF FUND | 38.00 | $128,910 | $0 | $18,026 | Yes (X) | |||
| KIMBERLY L DRISKELL | ||||||||
| CFO | Yes (X) | $0 | $129,987 | $15,801 | 38.00 | Yes (X) | ||
| EMILY RICHMAN | ||||||||
| INTERIM CEO | Yes (X) | $0 | $127,263 | $10,744 | 38.00 | |||
| MORGAN ABRAHAM | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| JEFF ARTZI | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| BRUCE ASH | ||||||||
| CO-CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | 3.00 | Yes (X) | |
| ALEC BERENS | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| DEBBIE GOODMAN BUTLER | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| ELIZABETH FRIMAN | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| DANNY GASCH | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| LEAH GEISTFELD | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| ADAM GOLDSTEIN | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| LIZ KANTOR GROSKIND | ||||||||
| AT LARGE | 3.00 | Yes (X) | $0 | $0 | $0 | 3.00 | Yes (X) | |
| ANNE HAMEROFF | ||||||||
| CO-CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | 3.00 | Yes (X) | |
| JEFF JACOBSON | ||||||||
| SECRETARY/TR | 3.00 | Yes (X) | $0 | $0 | $0 | 3.00 | Yes (X) | |
| JEFF KATZ | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| HELAINE LEVY | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| LISA LOVALLO | ||||||||
| SECRETARY/TR | 3.00 | Yes (X) | $0 | $0 | $0 | 3.00 | Yes (X) | |
| ANN LOVELL | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| ISAAC ROTHSCHILD | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| AARON ROTTENSTEIN | ||||||||
| VICE-CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | 3.00 | Yes (X) | |
| LEX SEARS | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| JEREMY SHARPE | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| SCOTT SHEFTEL | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| BEN SILVERMAN | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| SHELLY SILVERMAN | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $452,893 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $257,250 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $49,035 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Related Organizations | $11,343 | RelatedOrganizationsAmt |
| All Other Contributions | $24,713,344 | AllOtherContributionsAmt |
| Noncash Contributions | $8,556,409 | NoncashContributionsAmt |
| Total Contributions | $24,724,687 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $263,905 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $263,905 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $263,905 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,167,261 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$501 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,167,762 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,024,070 | SecuritiesAmt |
| Other | $83,382 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,473,723 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,550,347 | SecuritiesAmt |
| Other | $83,382 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,633,729 | TotalRevenueColumnAmt |
| Exclusion | $1,633,729 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| PARTNERSHIP DISTRIBUTIONS | 900099 | $164,171 | $164,171 |
| MISCELLANEOUS INCOME | 900099 | $95,090 | $95,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $259,261 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,048,843 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $263,905 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$501 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,060,752 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,671,131 | TotalAmt |
| Program Services | $18,671,131 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,447 | TotalAmt |
| Program Services | $155,001 | ProgramServicesAmt |
| Management And General | $133,219 | ManagementAndGeneralAmt |
| Fundraising | $40,227 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,942 | TotalAmt |
| Program Services | $138,778 | ProgramServicesAmt |
| Management And General | $110,069 | ManagementAndGeneralAmt |
| Fundraising | $28,095 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,584 | TotalAmt |
| Program Services | $14,359 | ProgramServicesAmt |
| Management And General | $11,888 | ManagementAndGeneralAmt |
| Fundraising | $3,337 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,570 | TotalAmt |
| Program Services | $35,283 | ProgramServicesAmt |
| Management And General | $29,145 | ManagementAndGeneralAmt |
| Fundraising | $8,142 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,805 | TotalAmt |
| Program Services | $24,659 | ProgramServicesAmt |
| Management And General | $20,416 | ManagementAndGeneralAmt |
| Fundraising | $5,730 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,131 | TotalAmt |
| Management And General | $1,131 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,605 | TotalAmt |
| Management And General | $31,605 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,984 | TotalAmt |
| Management And General | $331,984 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,793 | TotalAmt |
| Program Services | $56,782 | ProgramServicesAmt |
| Fundraising | $5,011 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,792 | TotalAmt |
| Program Services | $42,126 | ProgramServicesAmt |
| Management And General | $34,877 | ManagementAndGeneralAmt |
| Fundraising | $9,789 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,609 | TotalAmt |
| Program Services | $5,150 | ProgramServicesAmt |
| Management And General | $4,263 | ManagementAndGeneralAmt |
| Fundraising | $1,196 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,164 | TotalAmt |
| Program Services | $30,658 | ProgramServicesAmt |
| Management And General | $25,382 | ManagementAndGeneralAmt |
| Fundraising | $7,124 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,610 | TotalAmt |
| Program Services | $12,288 | ProgramServicesAmt |
| Management And General | $8,841 | ManagementAndGeneralAmt |
| Fundraising | $2,481 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119 | TotalAmt |
| Program Services | $58 | ProgramServicesAmt |
| Management And General | $48 | ManagementAndGeneralAmt |
| Fundraising | $13 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,520 | TotalAmt |
| Program Services | $738 | ProgramServicesAmt |
| Management And General | $611 | ManagementAndGeneralAmt |
| Fundraising | $171 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,421 | TotalAmt |
| Program Services | $8,941 | ProgramServicesAmt |
| Management And General | $7,402 | ManagementAndGeneralAmt |
| Fundraising | $2,078 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,565 | TotalAmt |
| Program Services | $15,084 | ProgramServicesAmt |
| Management And General | $6,622 | ManagementAndGeneralAmt |
| Fundraising | $1,859 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LIFE INSURANCE POLICIES | $10,130 | $6,484 | $2,847 | $799 |
| DUES AND SUBSCRIPTIONS | $6,485 | $3,147 | $2,607 | $731 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,100,407 | TotalAmt |
| Program Services | $19,220,667 | ProgramServicesAmt |
| Management And General | $762,957 | ManagementAndGeneralAmt |
| Fundraising | $116,783 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,059 | BOYAmt |
| EOY | $2,253,571 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,249,267 | BOYAmt |
| EOY | $27,116,752 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,991,618 | BOYAmt |
| EOY | $75,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,972 | BOYAmt |
| EOY | $47,399 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $152,403 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $77,459 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,021 | BOYAmt |
| EOY | $74,944 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,524,050 | BOYAmt |
| EOY | $76,739,831 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,222,737 | BOYAmt |
| EOY | $30,930,841 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,708,184 | BOYAmt |
| EOY | $16,829,467 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,844,908 | BOYAmt |
| EOY | $154,067,805 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,706 | BOYAmt |
| EOY | $132,710 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,853 | BOYAmt |
| EOY | $932,490 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,200 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,871,724 | BOYAmt |
| EOY | $39,858,233 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,436,483 | BOYAmt |
| EOY | $40,923,433 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,093,696 | BOYAmt |
| EOY | $98,087,988 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,314,729 | BOYAmt |
| EOY | $15,056,384 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,408,425 | BOYAmt |
| EOY | $113,144,372 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,844,908 | BOYAmt |
| EOY | $154,067,805 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,948,436 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$11,212,489 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,623,979 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,968,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,197,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,684,869 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,724,687 | CurrentTaxYearAmt |
| Total | $83,199,629 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,623,979 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,968,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,197,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,684,869 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,724,687 | CurrentTaxYearAmt |
| Total | $83,199,629 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $43,901,173 | SubstantialContributorsTotAmt |
| Public Support Total170 | $39,298,456 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,710,055 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,548,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,114,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,349,989 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,167,762 | CurrentTaxYearAmt |
| Total | $12,890,925 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $14,740 | CurrentTaxYearMinus1YearAmt |
| Total | $14,740 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,571,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $565,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $162,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $259,261 | CurrentTaxYearAmt |
| Total | $4,558,388 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $100,663,682 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,558,028 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.39040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60960 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 4,558,388 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 236 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $10,814,342 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $17,329,939 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $46,358,037 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,299,371 | BeginningYearBalanceAmt |
| Contributions | $13,563,819 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,740,712 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,335,284 | OtherExpendituresAmt |
| Administrative Expenses | $204,939 | AdministrativeExpensesAmt |
| End Year Balance | $52,582,255 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,417,941 | BeginningYearBalanceAmt |
| Contributions | $1,656,524 | ContributionsAmt |
| Investment Earnings Or Losses | $5,683,461 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $992,613 | OtherExpendituresAmt |
| Administrative Expenses | $465,942 | AdministrativeExpensesAmt |
| End Year Balance | $44,299,371 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,739,273 | BeginningYearBalanceAmt |
| Contributions | $1,422,205 | ContributionsAmt |
| Investment Earnings Or Losses | $3,745,014 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,317,901 | OtherExpendituresAmt |
| Administrative Expenses | $170,650 | AdministrativeExpensesAmt |
| End Year Balance | $38,417,941 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,617,326 | BeginningYearBalanceAmt |
| Contributions | $851,974 | ContributionsAmt |
| Investment Earnings Or Losses | $4,710,698 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,295,627 | OtherExpendituresAmt |
| Administrative Expenses | $145,098 | AdministrativeExpensesAmt |
| End Year Balance | $34,739,273 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,311,708 | BeginningYearBalanceAmt |
| Contributions | $328,489 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,649,898 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,237,149 | OtherExpendituresAmt |
| Administrative Expenses | $135,824 | AdministrativeExpensesAmt |
| End Year Balance | $30,617,326 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.82200 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.13200 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04600 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,403 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,403 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $141,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,056 | DepreciationAmt |
| Book Value | $74,944 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $74,944 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $30,930,841 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $30,930,841 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| PARTNERSHIP INT & CLOSELY HELD CORP | $6,539,453 |
| CASH SURRENDER VALUE LIFE INSURANCE | $4,848,002 |
| BENEFICIAL INTEREST IN TRUST, NET | $4,398,509 |
| REAL PROPERTY HELD FOR SALE | $900,000 |
| ACCRUED INTEREST RECEIVABLE | $143,503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,829,467 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHERS | $39,297,596 |
| DESIGNATED OBLIGATIONS | $560,637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $39,858,233 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENTS ARE HELD FOR DONOR RESTRICTED USES AND DONOR ADVISED PURPOSES. |
| SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION'S POLICY IS TO DISCLOSE OR RECOGNIZE INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE, RESPECTIVELY, THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAX POSITIONS. THE ORGANIZATION HOLDS NO UNCERTAIN TAX POSITIONS AND THEREFORE, HAS NO POLICY FOR EVALUATING THEM. AS OF DECEMBER 31, 2022, MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (112 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| VANGUARD CHARITABLE ENDOWMENT PROGR | ||||||
| PO BOX 9509 | WARWICK | RI | 02889 | 232888152 | $8,000,000 | SUPPORT |
| JEWISH FEDERATION OF SOUTHERN ARIZO | ||||||
| 3718 E RIVER ROAD 100 | TUCSON | AZ | 857186635 | 860096795 | $1,812,524 | SUPPORT |
| PROTECT DEMOCRACY PROJECT | ||||||
| 2020 PENNSYLVANIA AVE NW 163 | WASHINGTON | DC | 20006 | 814777062 | $1,150,000 | SUPPORT |
| JEWISH COMMUNITY FOUNDATION OF LA | ||||||
| 6505 WILSHIRE BLVD STE 1200 | LOS ANGELES | CA | 90048 | 956111928 | $1,000,000 | SUPPORT |
| AMERICAN ISRAEL EDUCATION FDN | ||||||
| 251 H STREET NW | WASHINGTON | DC | 200012604 | 521623781 | $753,301 | SUPPORT |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 857210109 | 866050388 | $732,265 | SUPPORT |
| TUCSON HEBREW ACADEMY | ||||||
| 3888 E RIVER RD | TUCSON | AZ | 857186635 | 860274412 | $268,967 | SUPPORT |
| UNITED WAY OF TUCSON & SA | ||||||
| 330 N COMMERCE PARK LOOP | TUCSON | AZ | 857546750 | 860098932 | $211,564 | SUPPORT |
| AMERICAN COMMITTEE FOR THE WEIZMANN | ||||||
| 633 THIRD AVENUE 20TH FLOOR | NEW YORK | NY | 100176706 | 131623886 | $211,000 | SUPPORT |
| TUCSON JEWISH COMMUNITY CENTER | ||||||
| 3800 E RIVER RD | TUCSON | AZ | 857186635 | 860183578 | $210,866 | SUPPORT |
| INTERFAITH COMMUNITY SERVICES | ||||||
| 2820 W INA ROAD | TUCSON | AZ | 857412502 | 860520997 | $210,000 | SUPPORT |
| MEMORIAL SLOAN-KETTERING CANCER CEN | ||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | 131924236 | $200,000 | SUPPORT |
| COMMUNITY FOOD BANK OF SOUTHERN ARI | ||||||
| 3003 S COUNTRY CLUB RD | TUCSON | AZ | 85713 | 510192519 | $186,807 | SUPPORT |
| GREATER NEW ORLEANS FOUNDATION | ||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70130 | 720408921 | $150,000 | SUPPORT |
| INITIATIVE FOR MEDICINE ACCESS & K | ||||||
| 648 VIA RIALTO | OAKLAND | CA | 94619 | 208559302 | $150,000 | SUPPORT |
| SOCIAL VENTURE PARTNERS | ||||||
| 5049 E BROADWAY BLVD STE 233 | TUCSON | AZ | 85711 | 822964855 | $148,700 | SUPPORT |
| SOCIETY TO IMPROVE DIAGNOSIS IN MED | ||||||
| 1501 HINMAN AVENUE UNIT 7B | EVANSTON | IL | 60201 | 452670824 | $121,000 | SUPPORT |
| CONGREGATION ANSHEI ISRAEL | ||||||
| 5550 E 5TH ST | TUCSON | AZ | 857112416 | 860117384 | $117,194 | SUPPORT |
| ST LUKE'S HOME | ||||||
| 615 E ADAMS STREET | TUCSON | AZ | 85705 | 860098924 | $115,000 | SUPPORT |
| TUCSON MEDICAL CENTER FOUNDATION | ||||||
| 5301 E GRANT ROAD | TUCSON | AZ | 85712 | 860504015 | $103,492 | SUPPORT |
| GLOBAL INVESTMENT FDN FOR TOMORROW | ||||||
| 100 WEST 10TH STREET STE 215 | WASHINGTON | DE | 19801 | 205545018 | $100,000 | SUPPORT |
| WASHINGTON INSTITUTE FOR NEAR EAST | ||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | 521376034 | $100,000 | SUPPORT |
| JEWISH FAMILY & CHILDREN'S SERVICES | ||||||
| 4301 E 5TH ST | TUCSON | AZ | 85711 | 860623896 | $82,394 | SUPPORT |
| UNIVERSITY OF ARIZONA HILLEL FOUNDA | ||||||
| 1245 E SECOND STREET | TUCSON | AZ | 85719 | 866053800 | $82,369 | SUPPORT |
| JEWISH COMMUNITY FOUNDATION OF GREA | ||||||
| PO BOX 2684 | PRESCOTT | AZ | 86302 | 860941893 | $80,000 | SUPPORT |
| SF SOCIETY FOR THE PREVENTION OF CR | ||||||
| 201 ALABAMA STREET | SAN FRANCISCO | CA | 94103 | 940836580 | $75,000 | SUPPORT |
| ARIZONA PUBLIC MEDIA | ||||||
| UNIVERSITY OF ARIZONA | TUCSON | AZ | 857210067 | 866050388 | $64,108 | SUPPORT |
| HEBREW IMMIGRANT AID SOCIETY INC | ||||||
| PO BOX 97077 | WASHINGTON | DC | 200907077 | 135633307 | $63,553 | SUPPORT |
| BANNER HEALTH FOUNDATION | ||||||
| 2025 NORTH 3RD STREET | PHOENIX | AZ | 85004 | 942545356 | $62,340 | SUPPORT |
| KOL AMI SYNAGOGUE | ||||||
| 225 N COUNTRY CLUB ROAD | TUCSON | AZ | 85716 | 871926763 | $61,787 | SUPPORT |
| ARIZONA THEATRE COMPANY | ||||||
| DEVELOPMENT DEPARTMENT PO BOX 1631 | TUCSON | AZ | 857021631 | 860211777 | $59,250 | SUPPORT |
| SOUTHERN ARIZONA SYMPHONY ORCHESTRA | ||||||
| PO BOX 43131 | TUCSON | AZ | 857333131 | 953403204 | $55,000 | SUPPORT |
| REID PARK ZOOLOGICAL SOCIETY | ||||||
| 1030 S RANDOLPH WAY | TUCSON | AZ | 857165835 | 942379052 | $51,800 | SUPPORT |
| U OF A HILLEL FOUNDATION | ||||||
| 1245 E SECOND STREET | TUCSON | AZ | 85719 | 866053800 | $51,660 | SUPPORT |
| PIMA COUNCIL ON AGING | ||||||
| 8467 E BROADWAY BLVD | TUCSON | AZ | 857104009 | 860251768 | $51,314 | SUPPORT |
| HESPERIAN HEALTH GUIDES | ||||||
| 1919 ADDISON STREET | BERKELEY | CA | 94704 | 946109093 | $50,000 | SUPPORT |
| ANGEL CHARITY FOR CHILDREN | ||||||
| 3132 N SWAN ROAD | TUCSON | AZ | 85712 | 860472794 | $39,500 | SUPPORT |
| AMERICAN JEWISH JOINT DISTRIBUTION | ||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | 135563393 | $35,800 | SUPPORT |
| TUCSON JEWISH MUSEUM & HOLOCAUST CE | ||||||
| PO BOX 889 | TUCSON | AZ | 857020889 | 860762311 | $30,413 | SUPPORT |
| SOUTHERN ARIZONA CHILDREN'S ADVOCAC | ||||||
| 2329 E AJO WAY | TUCSON | AZ | 85713 | 263208123 | $30,000 | SUPPORT |
| STEP UP TO JUSTICE | ||||||
| 320 N COMMERCE PARK LOOP SUITE 100 | TUCSON | AZ | 85745 | 813776452 | $27,750 | SUPPORT |
| LEAD GUITAR | ||||||
| PO BOX 40206 | TUCSON | AZ | 857170206 | 261416560 | $25,000 | SUPPORT |
| WORLD CENTRAL KITCHEN INC | ||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | 273521132 | $25,000 | SUPPORT |
| GAP MINISTRIES | ||||||
| 2025 W HIGHWAY DRIVE | TUCSON | AZ | 85705 | 860999503 | $25,000 | SUPPORT |
| ANTI-RECIDIVISM COALITION | ||||||
| 1320 E 7TH STREET SUITE 260 | LOS ANGELES | CA | 90021 | 860472794 | $25,000 | SUPPORT |
| SCULPTURETUCSONORG | ||||||
| 3420 E RIVER ROAD | TUCSON | AZ | 85718 | 814077958 | $24,000 | SUPPORT |
| TUCSON SYMPHONY ORCHESTRA | ||||||
| DEVELOPMENT DEPARTMENT | TUCSON | AZ | 857055606 | 860107538 | $23,581 | SUPPORT |
| DRAWING STUDIO | ||||||
| 2760 N TUCSON BLVD | TUCSON | AZ | 857162131 | 860992193 | $23,000 | SUPPORT |
| RABBI ELCHANAN THEOLOGICAL SEMINARY | ||||||
| 515 WEST 185TH STREET RM 629 | NEW YORK | NY | 10033 | 132673756 | $22,284 | SUPPORT |
| GREGORY SCHOOL | ||||||
| 3231 N CRAYCROFT RD | TUCSON | AZ | 857125207 | 860374130 | $21,500 | SUPPORT |
| CONGREGATION CHOFETZ CHAYIM | ||||||
| 5150 E FIFTH STREET | TUCSON | AZ | 85711 | 860369304 | $21,191 | SUPPORT |
| TAKE STOCK IN CHILDREN OF NASSAU CO | ||||||
| 516 S 10TH ST STE 119 | FERNANDINA BEACH | FL | 32034 | 463086272 | $21,000 | SUPPORT |
| TEMPLE ALIYAH | ||||||
| 6025 VALLEY CIRCLE BLVD | WOODLAND HILLS | CA | 91367 | 952236425 | $20,860 | SUPPORT |
| FROM THE HEART PRODUCTIONS INC | ||||||
| 1013 HARBOR BLVD STE 53 | OXNARD | CA | 93035 | 954445418 | $20,500 | SUPPORT |
| UNIVERSITY OF DENVER | ||||||
| SCHOOL OF BUSINESS PO BOX 910585 | DENVER | CO | 802910585 | 840404231 | $20,000 | SUPPORT |
| ESPERANZA DANCE PROJECT | ||||||
| PO BOX 90064 | TUCSON | AZ | 857520064 | 822280520 | $20,000 | SUPPORT |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| HISTORY DEPARTMENT 3502 TROUSDALE P | LOS ANGELES | CA | 908890034 | 951642394 | $20,000 | SUPPORT |
| CHABAD LUBAVITCH OF FREDERICK | ||||||
| 1 WEST 9TH STREET | FREDERICK | MD | 21701 | 263271247 | $20,000 | SUPPORT |
| ROYCEMORE SCHOOL | ||||||
| 1200 DAVIS STREET | EVANSTON | IL | 60201 | 361711590 | $20,000 | SUPPORT |
| VAIL VALLEY FOUNDATION | ||||||
| PO BOX 6550 | AVON | CO | 81620 | 742215035 | $20,000 | SUPPORT |
| BRAVO VAIL VALLEY MUSIC FESTIVAL | ||||||
| 2271 N FRONTAGE ROAD W SUITE C | VAIL | CO | 81657 | 841074065 | $20,000 | SUPPORT |
| INTEGRATIVE TOUCH FOR CHILDREN | ||||||
| 5675 N ORACLE RD SUITE 3201 | TUCSON | AZ | 85704 | 743145036 | $20,000 | SUPPORT |
| TUCSON CHINESE CULTURAL CENTER | ||||||
| 1288 W RIVER ROAD | TUCSON | AZ | 85704 | 860834441 | $20,000 | SUPPORT |
| JEWISH FEDERATION - GREATER LA | ||||||
| 6505 WILSHIRE BLVD | WOODLAND HILLS | CA | 90048 | 951643388 | $20,000 | SUPPORT |
| BEAUTY CHANGES LIVES | ||||||
| PO BOX 7174 | SANTA FE | CA | 92067 | 272513071 | $20,000 | SUPPORT |
| RESPECTABILITY | ||||||
| 11333 WOODGLEN DRIVE | FREDERICK | MD | 20852 | 462840232 | $18,000 | SUPPORT |
| MOBILE MEALS OF SOUTHERN ARIZONA | ||||||
| 3355 S 6TH AVE TUCSON AZ 85713 | TUCSON | AZ | 85713 | 237157579 | $18,000 | SUPPORT |
| BAJA COMMUNITY FOUNDATION | ||||||
| PO BOX 2641 | SILVERDALE | WA | 98383 | 825281020 | $17,500 | SUPPORT |
| HANDMAKER JEWISH SVCS FOR THE AGING | ||||||
| 2221 N ROSEMONT BLVD | TUCSON | AZ | 857122113 | 860626077 | $16,713 | SUPPORT |
| CHABAD OF CORONADO | ||||||
| 1330 ORANGE AVENUE | CORONADO | CA | 92118 | 330147470 | $16,100 | SUPPORT |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 E 42ND STREET | NEW YORK | NY | 101681289 | 135660870 | $16,000 | SUPPORT |
| CONGREGATION BET SHALOM | ||||||
| 3881 E RIVER RD | TUCSON | AZ | 857186670 | 942931499 | $15,510 | SUPPORT |
| BOYS AND GIRLS CLUB OF TUCSON | ||||||
| PO BOX 40217 | TUCSON | AZ | 857170217 | 860172257 | $15,301 | SUPPORT |
| ADL - ANTI-DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | YORK | NY | 10158 | 131818723 | $15,250 | SUPPORT |
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FLOOR 17 STE 17 | CHICAGO | IL | 606017633 | 133039601 | $15,000 | SUPPORT |
| YOUTH ON THEIR OWN | ||||||
| 1660 N ALVERNON WAY | TUCSON | AZ | 857123321 | 860644388 | $14,427 | SUPPORT |
| TUCSON MUSEUM OF ART | ||||||
| 140 N MAIN AVE | TUCSON | AZ | 857018218 | 866006371 | $13,500 | SUPPORT |
| STEVEN M GOOTTER FOUNDATION | ||||||
| PO BOX 64583 | TUCSON | AZ | 857284583 | 203798976 | $13,500 | SUPPORT |
| WOODS SERVICES FOUNDATION | ||||||
| PO BOX 36 | LANGHORNE | PA | 190470036 | 232322137 | $13,171 | SUPPORT |
| WAY STATION INC | ||||||
| SHEPPARD PRATT DEVELOPMENT OFFICE 6 | BALTIMORE | MD | 21204 | 521162749 | $12,600 | SUPPORT |
| PLANNED PARENTHOOD ARIZONA | ||||||
| 4751 N 15TH STREET | PHOENIX | AZ | 850143707 | 860146520 | $12,014 | SUPPORT |
| TUCSON FESTIVAL OF BOOKS | ||||||
| PO BOX 42466 | TUCSON | AZ | 85733 | 262145432 | $12,000 | SUPPORT |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | 630598743 | $11,950 | SUPPORT |
| TEMPLE BETH SHOLOM -KS | ||||||
| 4200 MUNSON | TOPEKA | KS | 66604 | 480679976 | $11,574 | SUPPORT |
| JEWISH COMMUNITY FEDERATION OF CLEV | ||||||
| MANDEL BUILDING 25701 SCIENCE PARK | BEACHWOOD | OH | 44122 | 340714445 | $11,142 | SUPPORT |
| CONGREGATION OR CHADASH | ||||||
| 3939 N ALVERNON WAY | TUCSON | AZ | 857186125 | 860836569 | $10,326 | SUPPORT |
| INDIANA UNIVERSITY FOUNDATION | ||||||
| PO BOX 6460 | INDIANAPOLIS | IN | 46077 | 356018940 | $10,000 | SUPPORT |
| CATALINA FOOTHILLS SCHOOL DISTRICT | ||||||
| PO BOX 65150 | TUCSON | AZ | 857285150 | 942916325 | $10,000 | SUPPORT |
| BROOKLYN COMMUNITY BAIL FUND INC | ||||||
| 195 MONTAGUE STREET | NEW YORK | NY | 11201 | 901014588 | $10,000 | SUPPORT |
| HAWKEYE COMMUNITY COLLEGE FOUNDATIO | ||||||
| 1501 EAST ORANGE ROAD PO BOX 8015 | WATERLOO | IA | 50704 | 426123782 | $10,000 | SUPPORT |
| PLANNED PARENTHOOD OF GREATER TEXAS | ||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75231 | 521243220 | $10,000 | SUPPORT |
| BABOQUIVARI EDUCATIONAL FOUNDATION | ||||||
| HWY 86 MILEPOST 1155 SELLS AZ 856 | SELLS | AZ | 85634 | 475200570 | $10,000 | SUPPORT |
| THUNDERBIRD LODGE PRESERVATION SOCI | ||||||
| PO BOX 6812 | INCLINE VILLAGE | NV | 89450 | 880434866 | $10,000 | SUPPORT |
| YESHIVA UNIVERSITY OF LOS ANGELES H | ||||||
| 1619 S ROBERTSON BLVD | LOS ANGELES | CA | 90035 | 421746735 | $10,000 | SUPPORT |
| BAY LAUREL PFA | ||||||
| C/O BRIDGET KATZ 24004 BESSEMER STR | WOODLAND HILLS | CA | 91367 | 954378605 | $10,000 | SUPPORT |
| REGENTS OF THE UNIVERSITY OF CALIFO | ||||||
| UC DAVIS GIFT ADMINISTRATION ATTN | DAVIS | CA | 95618 | 946036494 | $10,000 | SUPPORT |
| ASANTE FOUNDATION | ||||||
| 2600 SISKIYOU BLVD | MEDFORD | OR | 97504 | 936087366 | $10,000 | SUPPORT |
| JEWISH FAMILY & CHILDREN SVCS OF SA | ||||||
| 4301 E 5TH ST | TUCSON | AZ | 85711 | 860623896 | $9,902 | SUPPORT |
| TEMPLE EMANU-EL | ||||||
| 225 N COUNTRY CLUB ROAD | TUCSON | AZ | 85716 | 860117389 | $9,745 | SUPPORT |
| DOCTORS WITHOUT BORDERS USA | ||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | 133433452 | $9,500 | SUPPORT |
| BETH SHALOM TEMPLE CENTER | ||||||
| PO BOX 884 | GREEN VALLEY | AZ | 85622 | 860682304 | $9,238 | SUPPORT |
| CONGREGATION YOUNG ISRAEL | ||||||
| 2443 E 4TH ST | TUCSON | AZ | 857195122 | 237072340 | $8,872 | SUPPORT |
| FEEDING AMERICA | ||||||
| PO BOX 96749 | WASHINGTON | DC | 200906749 | 363673599 | $7,750 | SUPPORT |
| NATIONAL JEWISH HEALTH | ||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | 742044647 | $7,606 | SUPPORT |
| BIG BROTHERS BIG SISTERS OF SAN DIE | ||||||
| 4305 UNIVERSITY AVENUE 590 | SAN DIEGO | CA | 92105 | 952151526 | $7,500 | SUPPORT |
| ALAMEDA COUNTY FOOD BANK | ||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | 942960297 | $7,500 | SUPPORT |
| CLAL THE NATIONAL JEWISH CENTER | ||||||
| LEARNING AND LEADERSHIP INC | NEW YORK | NY | 100168012 | 237390358 | $6,601 | SUPPORT |
| B'NAI B'RITH YOUTH ORGANIZATION | ||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | 463736290 | $6,601 | SUPPORT |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | 581437002 | $6,300 | SUPPORT |
| MENORAH PARK CENTER FOR SENIOR LIVI | ||||||
| 27100 CEDAR ROAD | BEACHWOOD | OH | 441221156 | 340714443 | $5,571 | SUPPORT |
| FUCHS MIZRACHI SCHOOL | ||||||
| 26600 SHAKER BLVD | BEACHWOOD | OH | 44122 | 341400924 | $5,571 | SUPPORT |
| COMMUNITY FOUNDATION FOR SOUTHERN A | ||||||
| 5049 E BROADWAY BLVD SUITE 201 | TUCSON | AZ | 85711 | 942681765 | $5,400 | SUPPORT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS MAY ONLY BE DISTRIBUTED TO 501(C)(3) ORGANIZATIONS. PRIOR TO DISTRIBUTIONS ALL ORGANIZATIONS ARE VETTED BY VERIFYING THEIR NON-PROFIT STATUS USING BOTH THE IRS AND GUIDESTAR'S CHARITY CHECK. THIS INFORMATION ALONG WITH A SUMMARY OF THEIR MISSION AND WEBSITE IS PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR THEIR REVIEW AND APPROVAL. GRANTS ARE NOT MADE TO INDIVIDUALS. ON A YEARLY BASIS A COMPLETE LISTING OF ALL GRANTEES IS PROVIDED TO THE BOARD FOR INFORMATIONAL PURPOSES. GRANTS AWARDED UNDER OUR COMMUNITY GRANTS PROGRAM REQUIRE PERIODIC REPORTING TO ENSURE FUNDS ARE BEING USED FOR THE PURPOSE INTENDED. DISTRIBUTIONS FOR GRANTS MADE FOR RESTRICTED PURPOSES ARE ACCOMPANIED WITH A LETTER STATING THE PURPOSE OF THE GRANT ALONG WITH THE FOLLOWING ACCEPTANCE REQUIREMENTS: THIS GRANT IS MADE TO YOUR ORGANIZATION THROUGH THE JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA (JCF). BY ACCEPTING THIS CHECK, YOUR ORGANIZATION CERTIFIES TO THE JCF THAT: NO TANGIBLE BENEFIT, GOODS OR SERVICES ARE RECEIVED BY ANY INDIVIDUAL CONNECTED WITH THE ABOVE-MENTIONED GIFT. TANGIBLE BENEFITS MAY INCLUDE BUT ARE NOT LIMITED TO DUES (OTHER THAN SYNAGOGUE MEMBERSHIP DUES), EVENT/ADMISSION TICKETS, TABLES, AND MEALS; FUNDS WILL NOT BE USED TO DISCHARGE OR SATISFY A LEGALLY ENFORCEABLE CHARITABLE PLEDGE OR OBLIGATIONS OF ANY PERSON AND: NO INDIVIDUALS CONNECTED WITH THE ABOVE-MENTIONED GIFT WILL BENEFIT FROM GRANTS, LOANS, COMPENSATION, OR SIMILAR PAYMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRAHAM HOFFMAN | PersonNm |
| Title | FORMER PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $323,983 | BaseCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $4,464 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $328,447 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,556,409 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | JEWISH PHILANTHROPIES OF SOUTHERN ARIZONA (JPSA) IS COMMITTED TO ACHIEVING THE FULL POTENTIAL OF JEWISH PHILANTHROPY, NOW AND FOR FUTURE GENERATIONS. COMPRISED OF JEWISH FEDERATION OF SOUTHERN ARIZONA (JFSA) AND JEWISH COMMUNITY FOUNDATION (JCF OR FOUNDATION), JPSA PROVIDES FUNDING FOR CRITICAL NEEDS IN OUR COMMUNITY AND AROUND THE WORLD. JCF PARTNERS WITH DONORS AND NON-PROFIT ORGANIZATIONS TO ACHIEVE THEIR PHILANTHROPIC GOALS. FUND HOLDERS BENEFIT FROM THE FOUNDATION'S PROFESSIONAL SERVICES INCLUDING FUND INVESTMENT, MANAGEMENT, REPORTING, GRANTING, AND FIELD OF INTEREST RESEARCH. JCF WORKS WITH INDIVIDUAL DONORS, OFTEN IN COLLABORATION WITH THEIR PROFESSIONAL ADVISORS, TO DEVELOP LEGACY PLANS TO FUND ENDOWMENTS THROUGH TESTAMENTARY PROVISIONS VIA THEIR WILLS, TRUSTS, LIFE INSURANCE POLICIES AND OTHER ESTATE VEHICLES. JCF MANAGES ENDOWMENTS, DONOR ADVISED FUNDS, ORGANIZATION ENDOWMENTS, CUSTODIAL FUNDS, AND CHARITABLE REMAINDER TRUSTS. |
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS PROVIDE GUIDANCE AND LEADERSHIP FOR THE ORGANIZATION'S MISSION. VOLUNTEERS ARE COMPRISED OF OUR BOARD OF TRUTEES, VARIOUS COMMITTEES, TASK FORCES AND OTHER WORKING GROUPS. |
| FORM 990, PAGE 6, PART VI, LINE 6 | JEWISH PHILANTHROPIES OF SOUTHERN ARIZONA IS THE SOLE MEMBER OF THE JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA AND THE JEWISH FEDERATION OF SOUTHERN ARIZONA. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD HAS FORMALLY ASSIGNED THE RESPONSIBILITY OF REVIEWING AND APPROVING THE FORM 990 TO THE FINANCE AND AUDIT COMMITTEE. THE FINANCE AND AUDIT COMMITTEE MEETS, REVIEWS AND APPROVES THE ENTIRE PUBLIC DICLOSURE COPY OF THE RETURN PRIOR TO FILING. IF THERE ARE ANY SIGNIFICANT ISSUES, THE FINANCE AND AUDIT COMMITTEE WILL BRING THEM TO THE BOARD FOR INFORMATIONAL PURPOSES OR APPROVAL. THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUALLY EVERY BOARD MEMBER IS ASKED TO SIGN A CONFLICT OF INTEREST STATEMENT AS WELL AS COMPLETE A FORM WHICH DISCLOSES CERTAIN PERSONAL AND BUSINESS RELATIONSHIPS. THE BOARD MAKES IT A PRACTICE TO PUT THE FOLLOWING REMINDER ON EVERY WRITTEN AGENDA THAT READS "BOARD MEMBERS MUST DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST RELATED TO THE FOLLOWING AGENDA AS WELL AS TOPICS DISCUSSED DURING THE MEETING". PERIODICALLY BOARD MEMBERS ARE ALSO VERBALLY REMINDED AT THE MEETING TO DISCLOSE ANY POTENTIAL CONFLICTS. IN ADDITION ALL EMPLOYEES AND COMMITTEE MEMBERS ARE ALSO REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | IN 2020, A TASK FORCE CONDUCTED A 'KEY EMPLOYEE COMPENSATION SURVEY' USING INFORMATION FROM COMPARABLE FOUNDATION'S FORM 990 AND AN INDEPENDENT COMPENSATION STUDY OF FOUNDATIONS. THE FINDINGS OF THE TASK FORCE WERE PRESENTED TO THE BOARD, WHICH CONCURRED THAT THE COMPENSATION PAID UNDER THE CEO'S THEN CURRENT WRITTEN AND BOARD-APPROVED CONTRACT WAS APPROPRIATE COMPARED TO OTHER SIMIARLY SITUATED EXECUTIVES. THIS CONTRACTED WAS FOR THE PERIOD 1/1/2020 TO 5/31/2020. LATER IN 2020, THE CEO'S RESPONSIBILITIES WERE EXPANDED TO MANAGE BOTH THE JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA AND THE JEWISH FEDERATION OF SOUTHERN ARIZONA UNDER A SINGLE CEO MODEL. A WELL-ESTABLISHED FIRM SPECIALIZING IN THE RECRUITMENT OF EXECUTIVES FOR NONPROFIT ORGANIZATIONS WAS HIRED TO RECRUIT FOR THE NEW SINGLE CEO POSITION. THIS FIRM ALSO WAS ENGAGED TO PERFORM A COMPENSATION ANALYSIS. IT PROVIDED INFORMATION TO A TASK FORCE THAT RECOMMENDED, TO THE BOARD, A COMPENSATION PACKAGE IT FELT APPROPRIATE AND COMPARABLE TO THE SIMILARLY SITUATED EXECUTIVES BASED ON THE OUTSIDE ANALYSIS. THE BOARD CONCURRED WITH THE RECOMMENDATION OF THE TASK FORCE AND APPROVED A WRITTEN CONTRACT THAT WAS EFFECTIVE 6/1/2020. |
| FORM 990, PAGE 6, PART VI, LINE 19 | COPIES OF THE 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND ALSO AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JCF TUCSON HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3718 E RIVER ROAD 118 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455152892 | EIN |
| Primary Activities | RE HOLDING | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Total Income | $65,171 | TotalIncomeAmt |
| End Of Year Assets | $1,329,833 | EndOfYearAssetsAmt |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF SOUTHERN AZ | ||||||||||
| 3718 E RIVER ROAD 100 | TUCSON | AZ | 85718 | 860096795 | CHARITABLE | AZ | 501C3 | 7 | N/A | false |
| JEWISH PHILANTHROPIES OF SO AZ | ||||||||||
| 3718 E RIVER ROAD 100 | TUCSON | AZ | 85718 | 871814239 | HOLDING | AZ | 501C3 | 7 | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| JEWISH FEDERATION OF SOUTHERN AZ | ||
| B | $1,812,524 | CASH VALUE |
| JEWISH FEDERATION OF SOUTHERN AZ | ||
| P | $166,329 | CASH VALUE |
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