JEWISH ENDOWMENT FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH ENDOWMENT FOUNDATION (EIN 72-0638456)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349315649
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T16:35:31-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721088864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPORTE APAC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 VETERANS MEMORIAL BLVD 600 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 700054958 | 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 | 720638456 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH ENDOWMENT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5045244559 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 GALLERIA BLVD 1040 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R JUSTIN GARON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5045244559 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | R | PersonFirstNm |
| Person Last | JUSTIN GARON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S WILES CPA | PreparerPersonNm |
| PTIN | P01222673 | PTIN |
| Phone | 5048355522 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | R JUSTIN GARON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 GALLERIA BLVD 1040 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,434,392 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://JEFNO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | THE JEWISH ENDOWMENT FOUNDATION OF LOUISIANA (JEF), CHARTERED IN 1967, ENSURES A (CONT'D ON SCH O)SECURE FUTURE AND AN ENDURING LEGACY BY SERVING AS AN ESSENTIAL RESOURCE FOR JEWISH AND NON-JEWISH PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,973,313 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,036,893 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,949,740 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,361,607 | CYInvestmentIncomeAmt |
| PY Other Revenue | $173,153 | PYOtherRevenueAmt |
| CY Other Revenue | $194,656 | CYOtherRevenueAmt |
| PY Total Revenue | $9,096,206 | PYTotalRevenueAmt |
| CY Total Revenue | $15,593,156 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,001,414 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,857,447 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $504,891 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $582,836 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $204,864 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $408,952 | PYOtherExpensesAmt |
| CY Other Expenses | $405,020 | CYOtherExpensesAmt |
| PY Total Expenses | $6,915,257 | PYTotalExpensesAmt |
| CY Total Expenses | $6,845,303 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,180,949 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,747,853 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $92,360,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,038,091 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,876,761 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,391,023 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,483,380 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $70,647,068 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE JEWISH ENDOWMENT FOUNDATION OF LOUISIANA (JEF), CHARTERED IN 1967, ENSURES A SECURE FUTURE AND AN ENDURING LEGACY BY SERVING AS AN ESSENTIAL RESOURCE FOR JEWISH AND NON-JEWISH PHILANTHROPY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,985,202 | ExpenseAmt |
| Grant | $5,857,447 | GrantAmt |
| Revenue | $221,662 | RevenueAmt |
| Desc | CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS THAT SERVE THE JEWISH COMMUNITY. | Desc |
| Total Program Service Expenses | $5,985,202 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R JUSTIN GARON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5045244559 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 GALLERIA BLVD SUITE 1040 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MORTON H KATZ | ||||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALAN FRANCO | ||||||||
| EXECUTIVE VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT B BRICKMAN | ||||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK S STEIN | ||||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JILL ISRAEL | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DANA SHEPARD | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EDWARD L SOLL MD | ||||||||
| AT-LARGE BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE M LEHMANN | ||||||||
| IMMEDIATE PAST PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRIAN KATZ | ||||||||
| FEDERATION BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 3.00 | |
| ARNIE FIELKOW | ||||||||
| FEDERATION CEO | 1.00 | Yes (X) | $0 | $267,700 | $13,385 | 50.00 | ||
| JESSICA BACH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY CORENSWET | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOAN BROOKS COX | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUE DAUBE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBIN M GIARRUSSO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHY S GLASER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY P GOOD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 2.00 | ||
| HOWARD GREEN | ||||||||
| DIRECTOR (1/1/22 - 7/31/22) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN GREEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN L HASPEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| SUSAN HESS | ||||||||
| DIRECTOR (1/1/22 - 3/31/22) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHELLIE JACOBSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BETSY THREEFOOT KASTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HIRSH KATZEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSHUA LICHTMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRY P LOWENBURG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURENCE MANSHEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AUSTIN MARKS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MORRIS F MINTZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE WISE ORECK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MOLLY PULDA | ||||||||
| DIRECTOR (4/1/22 - 12/31/22) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SIDNEY C PULITZER JR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEON H RITTENBERG III | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSE S SHER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLIE WAINER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY ZOLLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOBBY GARON | ||||||||
| EXECUTIVE DIRECTOR | 37.00 | Yes (X) | $153,633 | $0 | $9,944 | 3.00 | ||
| DORIS GAUTHIER | ||||||||
| CONTROLLER | 40.00 | $110,612 | $0 | $16,791 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $264,245 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $267,700 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $40,120 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $22,145 | FundraisingAmt |
| Related Organizations | $10,000 | RelatedOrganizationsAmt |
| All Other Contributions | $13,004,748 | AllOtherContributionsAmt |
| Noncash Contributions | $3,236,768 | NoncashContributionsAmt |
| Total Contributions | $13,036,893 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,113,218 | TotalRevenueColumnAmt |
| Exclusion | $1,113,218 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,052,794 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,804,405 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,248,389 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,248,389 | TotalRevenueColumnAmt |
| Exclusion | $1,248,389 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,825 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $22,145 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $36,831 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$27,006 | TotalRevenueColumnAmt |
| Exclusion | -$27,006 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE COST REIMBURSEMENT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $221,662 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $221,662 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $221,662 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,593,156 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $221,662 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,334,601 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,857,447 | TotalAmt |
| Program Services | $5,857,447 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,244 | TotalAmt |
| Program Services | $45,947 | ProgramServicesAmt |
| Management And General | $141,862 | ManagementAndGeneralAmt |
| Fundraising | $76,435 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,563 | TotalAmt |
| Program Services | $36,265 | ProgramServicesAmt |
| Management And General | $111,968 | ManagementAndGeneralAmt |
| Fundraising | $60,330 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,986 | TotalAmt |
| Program Services | $2,615 | ProgramServicesAmt |
| Management And General | $10,074 | ManagementAndGeneralAmt |
| Fundraising | $5,297 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,780 | TotalAmt |
| Program Services | $10,453 | ProgramServicesAmt |
| Management And General | $37,387 | ManagementAndGeneralAmt |
| Fundraising | $6,940 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,263 | TotalAmt |
| Program Services | $6,225 | ProgramServicesAmt |
| Management And General | $20,841 | ManagementAndGeneralAmt |
| Fundraising | $10,197 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,582 | TotalAmt |
| Management And General | $13,582 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,000 | TotalAmt |
| Management And General | $36,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,438 | TotalAmt |
| Management And General | $24,438 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,192 | TotalAmt |
| Program Services | $3,983 | ProgramServicesAmt |
| Management And General | $5,312 | ManagementAndGeneralAmt |
| Fundraising | $21,897 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,941 | TotalAmt |
| Program Services | $14,485 | ProgramServicesAmt |
| Management And General | $28,971 | ManagementAndGeneralAmt |
| Fundraising | $14,485 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $900 | TotalAmt |
| Management And General | $450 | ManagementAndGeneralAmt |
| Fundraising | $450 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166 | TotalAmt |
| Management And General | $166 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,252 | TotalAmt |
| Management And General | $4,252 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,125 | TotalAmt |
| Management And General | $35,125 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BANK FEES | $152,736 | $152,736 | ||
| EQUIPMENT REPAIRS & REN | $30,170 | $30,170 | ||
| ANNUITY PAYMENTS | $7,782 | $7,782 | ||
| DEVELOPMENT MEETINGS | $6,930 | $6,930 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,806 | TotalAmt |
| Management And General | $1,903 | ManagementAndGeneralAmt |
| Fundraising | $1,903 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,845,303 | TotalAmt |
| Program Services | $5,985,202 | ProgramServicesAmt |
| Management And General | $655,237 | ManagementAndGeneralAmt |
| Fundraising | $204,864 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,694 | BOYAmt |
| EOY | $139,967 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,531,516 | BOYAmt |
| EOY | $6,863,419 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,322 | BOYAmt |
| EOY | $238,274 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,294 | BOYAmt |
| EOY | $3,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $47,364 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,977 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,639 | BOYAmt |
| EOY | $6,387 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,420,608 | BOYAmt |
| EOY | $74,626,136 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,060,068 | BOYAmt |
| EOY | $3,160,908 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,360,141 | BOYAmt |
| EOY | $85,038,091 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,946 | BOYAmt |
| EOY | $21,850 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,000 | BOYAmt |
| EOY | $1,658 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,622,367 | BOYAmt |
| EOY | $14,285,597 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,448 | BOYAmt |
| EOY | $81,918 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,876,761 | BOYAmt |
| EOY | $14,391,023 | 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 | $14,289,130 | BOYAmt |
| EOY | $13,105,275 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,194,250 | BOYAmt |
| EOY | $57,541,793 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,483,380 | BOYAmt |
| EOY | $70,647,068 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,360,141 | BOYAmt |
| EOY | $85,038,091 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,747,853 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$12,085,247 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,498,918 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $5,170,940 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,826,170 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,123,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,973,313 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,036,893 | CurrentTaxYearAmt |
| Total | $48,130,466 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,170,940 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,826,170 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,123,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,973,313 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,036,893 | CurrentTaxYearAmt |
| Total | $48,130,466 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,801,660 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,328,806 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $966,443 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $920,699 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,065,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,093,704 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,113,218 | CurrentTaxYearAmt |
| Total | $5,159,966 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $53,290,432 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $930,110 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 362 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $11,466,271 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $4,560,064 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $39,150,503 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,602,757 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,159,516 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $95,283 | OtherExpendituresAmt |
| End Year Balance | $8,347,958 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,675,078 | BeginningYearBalanceAmt |
| Contributions | $260,356 | ContributionsAmt |
| Investment Earnings Or Losses | $1,134,517 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $206,184 | OtherExpendituresAmt |
| End Year Balance | $9,863,767 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,668,220 | BeginningYearBalanceAmt |
| Contributions | $676,731 | ContributionsAmt |
| Investment Earnings Or Losses | $922,101 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $591,974 | OtherExpendituresAmt |
| End Year Balance | $8,675,078 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,489,393 | BeginningYearBalanceAmt |
| Contributions | $272,489 | ContributionsAmt |
| Investment Earnings Or Losses | $1,066,830 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $160,492 | OtherExpendituresAmt |
| End Year Balance | $7,668,220 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,488,047 | BeginningYearBalanceAmt |
| Contributions | $2,556,642 | ContributionsAmt |
| Investment Earnings Or Losses | -$166,498 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $388,798 | OtherExpendituresAmt |
| End Year Balance | $6,489,393 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.76950 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.23050 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,364 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,977 | DepreciationAmt |
| Book Value | $6,387 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,387 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT SECURITIES | Desc |
| Book Value | $74,626,136 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $74,626,136 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS | $81,210 |
| CAPITAL LEASE PAYABLE | $708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $81,918 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $925,471 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$12,085,247 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $24,737 | OtherRevenueAmt |
| Revenue Not Reported | -$12,060,510 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,985,981 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,607,175 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,607,175 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,593,156 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,761,783 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $22,387 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $22,387 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,739,396 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $105,907 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $105,907 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,845,303 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | FUNDS HELD IN TRUST CONSIST OF CUSTODIAL ASSETS HELD IN AN AGENCY CAPACITY FOR VARIOUS AGENCIES AND PROCEEDS FROM THE SALE OF PROPERTY BEING HELD FOR OTHER BENEFICIARIES. TOTAL FUNDS HELD IN TRUST BY THE FOUNDATION WERE $14,285,597 AT DECEMBER 31, 2022. |
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ENTITY IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. THE FOUNDATION BELEIVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES, IF ANY, WOULD BE INCLUDED IN INCOME TAX EXPENSE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INTERCOMPANY ADMINISTRATIVE FEES 22,387. REIMBURSEMENT OF EXPENSES 2,350. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INT AGREEMENTS 2,498,918. BANK FEES 145,088. FUNDRAISING EXPENSES -36,831. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INTERCOMPANY ADMINISTRATIVE FEES 22,387. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BANK FEES 145,088. FUNDRAISING EXPENSES -36,831. REIMBURSEMENT OF EXPENSES -2,350. |
| PART V, LINE 4 | TO PROVIDE AS A RESOURCE TO JEWISH AND OTHER 501(C)(3) CHARITIES. |
| SCHEDULE D, PART V, LINE 1A ENDOWMENT FUNDS | THE END OF THE YEAR BALANCE OF $507,990 (PRIOR YEAR) LISTED IN PART V, COLUMN B IS NOT THE BEGINNING BALANCE FOR CURRENT YEAR ENDOWMENT FUNDS (COLUMN A) DUE TO A RECLASS ADJUSTMENT OF $(261,010) MADE AFTER THE PRIOR YEAR RETURN WAS FILED. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL EVENT | Event1Nm |
| Gross Receipts Event1 | $31,970 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $22,145 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,825 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $14,777 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $10,632 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $11,422 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $31,970 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $22,145 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $9,825 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,777 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $10,632 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,422 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $36,831 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$27,006 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (102 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE CHICAGO | |||||||||
| 180 N LASALLE STREET SUITE 310 | CHICAGO | IL | 60601 | 131623886 | 501C3 | $7,500 | $0 | ENVIRONMENTAL | |
| AMERICAN FRIENDS OF START UP NATION CENTRAL | |||||||||
| 40 WEST 57TH STREET 26TH FLOOR | NEW YORK | NY | 10019 | 461723968 | 501C3 | $50,000 | $0 | GENERAL OPERATIONAL SUPPORT | |
| AMERICAN FRIENDS OF SHEBA MEDICAL CENTER | |||||||||
| 6505 WILSHIRE BLVD SUITE 615 | LOS ANGELES | CA | 90048 | 237076117 | 501C3 | $10,000 | $0 | GENERAL OPERATIONAL SUPPORT | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||||
| 220 E 42ND STREET ROOM 400 | NEW YORK | NY | 10017 | 131656634 | 501C3 | $23,500 | $0 | RELIGION | |
| AMERICAN JEWISH WORLD SERVICE | |||||||||
| PO BOX 568 | ETNA | NH | 03750 | 222584370 | 501C3 | $13,180 | $0 | RELIGION | |
| ANIMAL RESCUE OF NEW ORLEANS | |||||||||
| 271 PLAUCHE STREET | NEW ORLEANS | LA | 70123 | 510569173 | 501C3 | $12,250 | $0 | ANIMAL RELATED | |
| ANSHE SFARD SYNAGOGUE | |||||||||
| 2716 WHITNEY PLACE 523 | METAIRIE | LA | 70002 | 501C3 | $77,197 | $0 | RELIGION | ||
| ANTI-DEFAMATION LEAGUE | |||||||||
| 935 GRAVIER STREET SUITE 1625 | NEW ORLEANS | LA | 70112 | 131818723 | 501C3 | $163,425 | $0 | CIVIL RIGHTS | |
| AVODAH THE JEWISH SERVICE CORPS | |||||||||
| 125 MAIDEN LANE SUITE 8B | NEW YORK | NY | 10038 | 133914342 | 501C3 | $11,350 | $0 | EMPLOYMENT | |
| BETH ISRAEL SYNAGOGUE | |||||||||
| 12604 PACIFIC STREET | OMAHA | NE | 68154 | 501C3 | $18,210 | $0 | RELIGION | ||
| BIG SUR LAND TRUST | |||||||||
| 509 HARTNELL STREET | MOTEREY | CA | 93940 | 942473415 | 501C3 | $10,000 | $0 | ENVIRONMENTAL | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | 134092050 | 501C3 | $47,500 | $0 | COMMUNITY DEVELOPMENT | |
| BRIDGE HOUSE GRACE HOUSE | |||||||||
| 4150 EARHART BLVD | NEW ORLEANS | LA | 70125 | 726027674 | 501C3 | $24,000 | $0 | DISEASE/DISORDER | |
| CAMP DREAM STREET | |||||||||
| 3863 MORRISON ROAD | UTICA | MS | 39175 | 501C3 | $6,122 | $0 | CAMPING | ||
| CAMP RAMAH DAROM | |||||||||
| 6400 POWERS FERRY ROAD NW SUITE 215 | ATLANTA | GA | 30339 | 582146741 | 501C3 | $23,000 | $0 | CAMPING | |
| CAPS FOR KIDS | |||||||||
| 200 HENRY CLAY AVENUE | NEW ORLEANS | LA | 70118 | 721309078 | 501C3 | $15,000 | $0 | HUMAN SERVICES | |
| CHABAD AT TULANE | |||||||||
| 7033 FRERET STREET | NEW ORLEANS | LA | 70118 | 720791958 | 501C3 | $13,000 | $0 | RELIGION | |
| CHABAD JEWISH CENTER | |||||||||
| 4141 W ESPLANADE AVE | METAIRIE | LA | 70002 | 431634280 | 501C3 | $10,708 | $0 | RELIGION | |
| CONFERENCE OF PRESIDENTS OF MAJOR AMERICAN JEWISH ORGANIZATIONS FUND | |||||||||
| 633 THIRD AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | 133116652 | 501C3 | $10,000 | $0 | RELIGION | |
| CONGREGATION BETH ISRAEL | |||||||||
| 4004 WEST ESPLANADE AVENUE SOUTH | METAIRIE | LA | 70002 | 501C3 | $9,422 | $0 | CEMETERY | ||
| CONGREGATION GATES OF PRAYER | |||||||||
| 4000 WEST ESPLANADE AVENUE | METAIRIE | LA | 70002 | 720467501 | 501C3 | $40,562 | $0 | RELIGION | |
| CRIMSON TIDE FOUNDATION | |||||||||
| BOX 870136 | TUSCALOOSA | AL | 35487 | 201715023 | 501C3 | $25,000 | $0 | GENERAL OPERATIONAL SUPPORT | |
| DAN MARINO FOUNDATION | |||||||||
| 400 NORTH ANDREWS AVENUE | FORT LAUDERDALE | FL | 33301 | 650320556 | 501C3 | $15,000 | $0 | DISEASE/DISORDER | |
| EMERYWEINER SCHOOL | |||||||||
| 9825 STELLA LINK ROAD | HOUSTON | TX | 77025 | 421569069 | 501C3 | $5,001 | $0 | EDUCATION | |
| FOUNDATION FOR DEFENSE OF DEMOCRACIES | |||||||||
| PO BOX 33240 | WASHINGTON | DC | 20033 | 134174402 | 501C3 | $25,000 | $0 | PUBLIC AFFAIRS | |
| FOUNDATION FOR JEWISH CAMP | |||||||||
| 253 WEST 35TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | 223551013 | 501C3 | $10,000 | $0 | CAMPING | |
| FRIENDS OF CITY PARK | |||||||||
| 1 PALM DRIVE | NEW ORLEANS | LA | 70124 | 720875507 | 501C3 | $12,226 | $0 | HUMAN SERVICES | |
| FRIENDS OF KIPP NEW ORLEANS SCHOOLS | |||||||||
| 1307 ORETHA CASTLE HALEY BLVD SUITE | NEW ORLEANS | LA | 70113 | 202277213 | 501C3 | $5,100 | $0 | EDUCATION | 302 |
| FRIENDS OF WWOZ 907 INC | |||||||||
| PO BOX 51840 | NEW ORLEANS | LA | 70151 | 581702220 | 501C3 | $6,200 | $0 | ARTS - MUSIC/DANCE/VISUAL | |
| GIFT OF LIFE BONE MARROW REGISTRY INC | |||||||||
| 5901 BROKEN SOUND PKWY NW SUITE 600 | BOCA RATON | FL | 33487 | 223131232 | 501C3 | $10,000 | $0 | DISEASE/DISORDER | |
| GOLDRINGWOLDENBERG INSTITUTE OF SOUTHERN JEWISH LIFE | |||||||||
| PO BOX 16528 | JACKSON | MS | 39236 | 640762027 | 501C3 | $16,851 | $0 | EDUCATION | |
| HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA | |||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | 131656651 | 501C3 | $5,500 | $0 | RELIGION | |
| HEBREW IMMIGRANT AID SOCIETY | |||||||||
| PO BOX 97077 | WASHINGTON | DC | 20090 | 135633307 | 501C3 | $13,030 | $0 | HUMAN SERVICES | |
| HENRY S JACOBS CAMP | |||||||||
| 3863 MORRISON ROAD | UTICA | MS | 39175 | 131663143 | 501C3 | $204,668 | $0 | CAMPING | |
| HILLEL-UNIVERSITY OF ALABAMA | |||||||||
| 380 9TH STREET | TUSCALOOSA | AL | 35401 | 300459224 | 501C3 | $11,250 | $0 | RELIGION | |
| HILLEL INTERNATIONAL | |||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | 521844823 | 501C3 | $25,000 | $0 | YOUTH DEVELOPMENT | |
| ISIDORE NEWMAN SCHOOL | |||||||||
| 1903 JEFFERSON AVENUE | NEW ORLEANS | LA | 70115 | 262208265 | 501C3 | $19,114 | $0 | EDUCATION | |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | |||||||||
| 968 EASTON ROAD SUITE H | WARRINGTON | PA | 18976 | 232519029 | 501C3 | $36,200 | $0 | DISEASE/DISORDER | |
| ISRAEL21C | |||||||||
| 44 MONTOMERY ST STE 3700 | SAN FRANCISCO | CA | 94101 | 770571579 | 501C3 | $40,000 | $0 | PUBLIC AFFAIRS | |
| JEWISH AGENCY FOR ISRAEL NORTH AMERICAN COUNCIL | |||||||||
| 633 THIRD AVENUE 21ST FLOOR SUITE C | NEW YORK | NY | 10017 | 230053483 | 501C3 | $29,000 | $0 | GENERAL OPERATIONAL SUPPORT | |
| JEWISH CHILDREN'S REGIONAL SERVICE | |||||||||
| 3500 N CAUSEWAY BLVD SUITE 1120 | METAIRIE | LA | 70002 | 720408936 | 501C3 | $33,503 | $0 | HUMAN SERVICES | |
| JEWISH COMMUNITY CENTER | |||||||||
| 5342 ST CHARLES AVENUE | NEW ORLEANS | LA | 70115 | 720408937 | 501C3 | $258,608 | $0 | COMMUNITY DEVELOPMENT | |
| JEWISH COMMUNITY DAY SCHOOL | |||||||||
| 3747 W ESPLANADE AVENUE | METAIRIE | LA | 70002 | 721328328 | 501C3 | $231,806 | $0 | EDUCATION | |
| JEWISH FAMILY SERVICE | |||||||||
| 3300 WEST ESPLANADE AVENUE SUITE | METAIRIE | LA | 70002 | 720851575 | 501C3 | $66,097 | $0 | HUMAN SERVICES | 603 |
| JEWISH FEDERATION OF GREATER NEW ORLEANS | |||||||||
| 3747 WEST ESPLANADE AVENUE | METAIRIE | LA | 70002 | 720408938 | 501C3 | $1,148,365 | $0 | COMMUNITY DEVELOPMENT | |
| JEWISH FEDERATION OF NORTH AMERICA | |||||||||
| 25 BROADWAY 17TH FLOOR | NEW YORK | NY | 10004 | 131624240 | 501C3 | $6,100 | $0 | COMMUNITY DEVELOPMENT | |
| JEWISH NATIONAL FUND-USA | |||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | 131659627 | 501C3 | $31,200 | $0 | PHILANTHROPY | |
| LEUKEMIA AND LYMPHOMA SOCIETY-LA CHAPTER | |||||||||
| PO BOX 22324 | NEW YORK | NY | 10087 | 135644916 | 501C3 | $6,550 | $0 | DISEASE/DISORDER | |
| LIVE OAK WILDERNESS CAMP | |||||||||
| 1240 MOSS ST | NEW ORLEANS | LA | 70119 | 472371850 | 501C3 | $10,500 | $0 | GENERAL OPERATIONAL SUPPORT | |
| LOUISIANA COMMUNITY MIKVAH | |||||||||
| ONE GALLERIA BLVD SUITE 1040 | METAIRIE | LA | 70001 | 815468849 | 501C3 | $430,000 | $0 | RELIGION | |
| LOUISIANA PHILHARMONIC ORCHESTRA | |||||||||
| 2533 COLUMBUS STREET SUITE 202 | NEW ORLEANS | LA | 70119 | 721189023 | 501C3 | $46,150 | $0 | ARTS - MUSIC/DANCE/VISUAL | |
| LOUISIANA SPCA | |||||||||
| 1700 MARDI GRAS BOULEVARD | NEW ORLEANS | LA | 70114 | 720471368 | 501C3 | $20,580 | $0 | ANIMAL RELATED | |
| LOYOLA UNIVERSITY NEW ORLEANS | |||||||||
| 7214 ST CHARLES AVENUE CAMPUS BOX | NEW ORLEANS | LA | 70118 | 720408496 | 501C3 | $5,875 | $0 | GENERAL OPERATIONAL SUPPORT | 909 |
| LSU HEALTH FOUNDATION | |||||||||
| 2000 TULANE AVENUE 4TH FLOOR | NEW ORLEANS | LA | 70112 | 721115391 | 501C3 | $8,275 | $0 | HEALTH | |
| MASORTI FOUNDATION FOR CONSERVATIVE JUDAISM | |||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | 133137586 | 501C3 | $19,050 | $0 | RELIGION | |
| MAZON A JEWISH RESPONSE TO HUNGER | |||||||||
| PO BOX 96119 | WASHINGTON | DC | 20090 | 222624532 | 501C3 | $17,366 | $0 | FOOD/NUTRITION | |
| METAIRIE PARK COUNTRY DAY SCHOOL | |||||||||
| 300 PARK ROAD | METAIRIE | LA | 70005 | 720259360 | 501C3 | $15,000 | $0 | EDUCATION | |
| METROPOLITAN CRIME COMMISSION OF NEW ORLEANS | |||||||||
| 1615 POYDRAS ST STE 1060 | NEW ORLEANS | LA | 70112 | 726009984 | 501C3 | $8,500 | $0 | CRIME | |
| MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE | |||||||||
| PO BOX 15071 | NEW ORLEANS | LA | 70175 | 823442378 | 501C3 | $53,170 | $0 | GENERAL OPERATIONAL SUPPORT | |
| NATIONAL COALITION SUPPORTING EURASIAN JEWRY | |||||||||
| 1120 20TH STNW SUITE 300N | WASHINGTON | DC | 20036 | 132700517 | 501C3 | $18,400 | $0 | EDUCATION | |
| NATIONAL WORLD WAR II MUSEUM | |||||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | 721200790 | 501C3 | $35,700 | $0 | GENERAL OPERATIONAL SUPPORT | |
| NCJW GREATER NEW ORLEANS SECTION | |||||||||
| 6221 S CLAIBORNE AVENUE 208 | NEW ORLEANS | LA | 70125 | 720381230 | 501C3 | $27,744 | $0 | COMMUNITY DEVELOPMENT | |
| NEW ORLEANS WOMEN & CHILDREN'S SHELTER | |||||||||
| 2020 S LIBERTY STREET | NEW ORLEANS | LA | 70113 | 260859964 | 501C3 | $5,800 | $0 | HOUSING/SHELTER | |
| NORTHSHORE JEWISH CONGREGATION | |||||||||
| 1403 N CAUSEWAY BLVD | MANDEVILLE | LA | 70471 | 721234085 | 501C3 | $5,094 | $0 | RELIGION | |
| OCHSNER CLINIC FOUNDATION | |||||||||
| 1514 JEFFERSON HIGHWAY BRENT HOUSE | NEW ORLEANS | LA | 70121 | 720502505 | 501C3 | $19,733 | $0 | MEDICAL RESEARCH | 607 |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||||
| 630 3RD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | 136104086 | 501C3 | $10,000 | $0 | GENERAL OPERATIONAL SUPPORT | |
| PLANNED PARENTHOOD GULF COAST INC | |||||||||
| 4636 S CLAIBORNE AVENUE | NEW ORLEANS | LA | 70125 | 741100163 | 501C3 | $6,455 | $0 | HUMAN SERVICES | |
| PRESS STREET | |||||||||
| 3718 ST CLAUDE AVENUE | NEW ORLEANS | LA | 70117 | 205154240 | 501C3 | $15,000 | $0 | ARTS/CULTURE | |
| PRICHARD PREPATORY SCHOOL INC | |||||||||
| 743 MOUNT SINAI AVE | MOBILE | AL | 36612 | 262748611 | 501C3 | $15,000 | $0 | GENERAL OPERATIONAL SUPPORT | |
| SAVANNAH JEWISH FEDERATION | |||||||||
| 5111 ABERCORN STREET | SAVANNAH | GA | 31405 | 580566231 | 501C3 | $6,000 | $0 | COMMUNITY DEVELOPMENT | |
| SAVE A CHILD'S HEART FOUNDATION US | |||||||||
| PO BOX 59172 | POTOMAC | MD | 20859 | 521783323 | 501C3 | $36,000 | $0 | HUMAN SERVICES | |
| SECOND HARVEST FOOD BANK OF GREATER NEW ORLEANS AND ACADIANA | |||||||||
| 700 EDWARDS AVENUE | NEW ORLEANS | LA | 70123 | 521814447 | 501C3 | $61,220 | $0 | FOOD/NUTRITION | |
| SHIR CHADASH CONSERVATIVE CONGREGATION | |||||||||
| 3737 WEST ESPLANADE AVENUE | METAIRIE | LA | 70002 | 721448252 | 501C3 | $63,950 | $0 | RELIGION | |
| SON OF A SAINT | |||||||||
| PO BOX 19205 | NEW ORLEANS | LA | 70119 | 465554558 | 501C3 | $8,000 | $0 | GENERAL OPERATIONAL SUPPORT | |
| SOUTHERN ANIMAL FOUNDATION | |||||||||
| 1823 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | 721324028 | 501C3 | $10,000 | $0 | ANIMAL RELATED | |
| SPRINGHILL AVENUE TEMPLECONGREGATION SHA'ARAI SHOMAYIM | |||||||||
| 1769 SPRINGHILL AVENUE | MOBILE | AL | 36607 | 501C3 | $5,964 | $0 | RELIGION | ||
| ST PAUL'S EPISCOPAL SCHOOL FOUNDATION | |||||||||
| 161 DOGWOOD LANE | MOBILE | AL | 36608 | 237035434 | 501C3 | $125,000 | $0 | EDUCATION | |
| TEMPLE EMANU-EL | |||||||||
| 8500 HILLCREST ROAD | DALLAS | TX | 75225 | 752872570 | 501C3 | $6,000 | $0 | RELIGION | |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||||
| 7300 HOLLYWOOD BOULEVARD | LOS ANGELES | CA | 90046 | 951664124 | 501C3 | $20,000 | $0 | RELIGION | |
| TEMPLE SINAI | |||||||||
| 6227 ST CHARLES AVENUE | NEW ORLEANS | LA | 70118 | 501C3 | $90,605 | $0 | RELIGION | ||
| THE BRIGHT SCHOOL | |||||||||
| 6227 ST CHARLES AVENUE | NEW ORLEANS | LA | 70118 | 720538259 | 501C3 | $7,500 | $0 | GENERAL OPERATIONAL SUPPORT | |
| THE COWEN INSTITUTE AT TULANE | |||||||||
| 1555 POYDRAS STREET SUITE 700 | NEW ORLEANS | LA | 70112 | 720423889 | 501C3 | $16,100 | $0 | EDUCATION | |
| THE INNER PUP | |||||||||
| 465 LOWERLINE | NEW ORLEANS | LA | 70118 | 471728816 | 501C3 | $21,200 | $0 | ANIMAL RELATED | |
| THE NATIONAL JEWISH CENTER FOR LEARNING AND LEADERSHIP | |||||||||
| 440 PARK AVENUE SOUTH 4TH FLOOR | NEW YORK | NY | 10016 | 237390358 | 501C3 | $50,000 | $0 | GENERAL OPERATIONAL SUPPORT | |
| THE RED SHOES | |||||||||
| 2303 GOVERNMENT STREET | BATON ROUGE | LA | 70806 | 721495796 | 501C3 | $10,000 | $0 | MENTAL HEALTH | |
| TOURO INFIRMARY FOUNDATION | |||||||||
| 1401 FOUCHER STREET | NEW ORLEANS | LA | 70115 | 721169939 | 501C3 | $7,950 | $0 | HEALTH | |
| TOURO SYNAGOGUE | |||||||||
| 4238 ST CHARLES AVENUE | NEW ORLEANS | LA | 70115 | 720438158 | 501C3 | $920,655 | $0 | RELIGION | |
| TULANE HILLEL | |||||||||
| 912 BROADWAY STREET | NEW ORLEANS | LA | 70118 | 726031116 | 501C3 | $64,311 | $0 | COMMUNITY ENGAGEMENT | |
| TULANE UNIVERSITY | |||||||||
| 6823 ST CHARLES AVENUE | NEW ORLEANS | LA | 70118 | 720423889 | 501C3 | $34,450 | $0 | EDUCATION | |
| TULANE UNIVERSITY LAW SCHOOL | |||||||||
| 6329 FRERET STREET | NEW ORLEANS | LA | 70118 | 720423889 | 501C3 | $89,250 | $0 | EDUCATION | |
| UNIFIED JEWISH CONGREGATION OF BATON ROUGE | |||||||||
| 9111 JEFFERSON HIGHWAY | BATON ROUGE | LA | 70808 | 721436002 | 501C3 | $46,257 | $0 | GENERAL OPERATIONAL SUPPORT | |
| UNITED WAY OF SOUTHEAST LOUISIANA | |||||||||
| 2515 CANAL STREET | NEW ORLEANS | LA | 70119 | 720471369 | 501C3 | $26,792 | $0 | HUMAN SERVICES | |
| UNIVERSITY OF LOUISVILLE FOUNDATION INC | |||||||||
| PO BOX 772050 | CHICAGO | IL | 60677 | 237078461 | 501C3 | $15,000 | $0 | GENERAL OPERATIONAL SUPPORT | |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||||||
| 406 UNIVERSITY AVENUE | OXFORD | MS | 38655 | 237310293 | 501C3 | $26,000 | $0 | EDUCATION | |
| UNIVERSITY OF NEW ORLEANS FOUNDATION | |||||||||
| 2021 LAKESHORE DR STE 420 | NEW ORLEANS | LA | 70122 | 721051326 | 501C3 | $7,000 | $0 | EDUCATION | |
| UNION FOR REFORM JUDIASM6 POINTS SPORTS ACADEMY | |||||||||
| 300 SE 2ND STREET SUITE 60 | FORT LAUDERDALE | FL | 33301 | 131663143 | 501C3 | $10,000 | $0 | CAMPING | |
| URJ GOLDMAN UNION CAMP INSTITUTE | |||||||||
| 9349 MOORE ROAD | ZIONSVILLE | IN | 46077 | 501C3 | $7,600 | $0 | GENERAL OPERATIONAL SUPPORT | ||
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | 521376034 | 501C3 | $18,000 | $0 | EDUCATION | |
| WORLD OF CHILDREN | |||||||||
| 2240 ENCINITAS BLVD BOX D441 | ENCINITAS | CA | 92024 | 311772381 | 501C3 | $10,000 | $0 | YOUTH DEVELOPMENT | |
| WWNOUNO FOUNDATION | |||||||||
| 2000 LAKESHORE DRIVE | NEW ORLEANS | LA | 70148 | 721051326 | 501C3 | $6,895 | $0 | ARTS - MUSIC/DANCE/VISUAL | |
| WYESGREATER NEW ORLEANS EDUCATIONAL TELEVISION FOUNDATION | |||||||||
| 916 NAVARRE AVE | NEW ORLEANS | LA | 70124 | 720497926 | 501C3 | $8,300 | $0 | ARTS/CULTURE | |
| XAVIER UNIVERSITY OF LOUISIANA | |||||||||
| 1 DREZEL DRIVE BOX 66 | NEW ORLEANS | LA | 70125 | 720635884 | 501C3 | $6,775 | $0 | GENERAL OPERATIONAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 102 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS REQUIRE EVALUATIONS BY JEWISH ENDOWMENT FOUNDATION STAFF AND A FIVE PERSON DISTRIBUTIONS COMMITTEE. THE COMMITTEE USES GUIDESTAR TO CONFIRM THAT EACH GRANTEE IS A 501(C)(3) NONPROFIT ORGANIZATION IN GOOD STANDING AND WHOSE MISSION IS NOT CONTRARY TO THE MISSION AND PURPOSE OF THE JEWISH ENDOWMENT FOUNDATION. THE NINE PERSON GRANTS COMMITTEE REVIEWS ALL PROPOSALS AND MAKES RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE. ONCE APPROVED BY THE EXECUTIVE COMMITTEE, RECOMMENDATIONS MUST THEN BE APPROVED BY THE JEF BOARD OF DIRECTORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARNIE FIELKOW | ||||||||||||||
| FEDERATION CEO | $0 | $225,000 | $0 | $15,000 | $0 | $27,700 | $0 | $13,385 | $0 | $0 | $0 | $281,085 | $0 | $0 |
| BOBBY GARON | ||||||||||||||
| EXECUTIVE DIRECTOR | $153,633 | $0 | $0 | $0 | $0 | $0 | $5,856 | $0 | $4,088 | $0 | $163,577 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | ARNIE FIELKOW IS A BOARD MEMBER OF THE ORGANZATION AND ALSO THE EXECUTIVE DIRECTOR OF A RELATED ORGANIZATION, THE JEWISH FEDERATION OF GREATER NEW ORLEANS. ALL REPORTED COMPENSATION IS FROM THE RELATED ORGANIZATION AND NOT FROM THE JEWISH ENDOWMENT FOUNDATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 40 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,236,768 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | JEWISH FEDERATION OF GREATER NEW ORLEANS IS THE SOLE MEMBER OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE GOVERNING BODY NOMINATES THE BOARD OF DIRECTORS AND THE SOLE MEMBER ELECTS THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE GOVERNING BODY NOMINATES THE BOARD OF DIRECTORS AND THE SOLE MEMBER ELECTS THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE COMMITTEE WILL REVIEW THE DRAFT TAX RETURN WITH THE INFORMATION REDACTED FROM THE SUBSTANTIAL CONTRIBUTOR SECTION OF SCHEDULE A AND THE DONOR INFORMATION ON SCHEDULE B. THE FORM 990 WITH THE REDACTED SCHEDULES A AND B IS ALSO MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING BY EMAIL NOTIFIYING THE BOARD OF ITS AVAILABILITY ON THE ORGANIZATION'S WEBSITE USING THE PASSWORD PROVIDED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, DIRECTORS, AND EMPLOYEES OF JEF ARE REQUIRED TO COMPLETE THE JEF CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. PERMITTED TRANSACTIONS BETWEEN JEF AND ITS OFFICERS, DIRECTORS, EMPLOYEES, RELATIVES AND/OR AFFILIATED CORPORATIONS, PARTNERSHIPS, ASSOCIATIONS AND/OR OTHER BUSINESS ENTITIES ARE REVIEWED ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | INDEPENDENT BUDGET/FINANCE COMMITTEE AND EXECUTIVE COMMITTEE TO DETERMINE THE COMPENSATION FOR EXECUTIVES AND OTHER EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INT AGREEMENTS -2,498,918. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| FERBER FAMILY OF HOUMA FOUNDATION | |||||||||
| 1 GALLERIA BLVD SUITE 1040 | METAIRIE | LA | 70001 | 721221647 | CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS | LA | 501(C)(3) | LINE 12B, TYPE II | Yes (1) |
| HOLLEY PAVY AND JOHN M DEBLOIS FOUNDATION | |||||||||
| 1 GALLERIA BLVD SUITE 1040 | METAIRIE | LA | 70001 | 720959022 | CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS | LA | 501(C)(3) | LINE 12B, TYPE II | Yes (1) |
| JEAN AND SAUL A MINTZ FAMILY FOUNDATION | |||||||||
| 1 GALLERIA BLVD SUITE 1040 | METAIRIE | LA | 70001 | 721336540 | CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS | LA | 501(C)(3) | LINE 12B, TYPE II | Yes (1) |
| JEF REALTY FOUNDATION | |||||||||
| 1 GALLERIA BLVD SUITE 1040 | METAIRIE | LA | 70001 | 721264469 | TITLE HOLDING COMPANY FOR JEWISH ENDOWMENT FOUNDATION | LA | 501(C)(25) | 0 | |
| JEWISH FEDERATION OF GREATER NEW ORLEANS | |||||||||
| 3747 W ESPLANADE AVE | METAIRIE | LA | 70002 | 720408938 | TO PROVIDE SUPPORT FOR THE JEWISH COMMUNITY | LA | 501(C)(3) | LINE 12C, TYPE III-F | 0 |
| ROBERT B & SHIRLEY K HASPEL ENDOWMENT | |||||||||
| 1 GALLERIA BLVD SUITE 1040 | METAIRIE | LA | 70001 | 720961469 | CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS | LA | 501(C)(3) | LINE 12B, TYPE II | Yes (1) |
| NATHAN FAMILY SUPPORTING FOUNDATION | |||||||||
| 1 GALLERIA BLVD SUITE 1040 | METAIRIE | LA | 70001 | 881150539 | CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS | LA | 501(C)(3) | LINE 12A, TYPE I | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (3) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| JEWISH FEDERATION OF GREATER NEW ORLEANS | ||
| B | $1,148,365 | CASH - FAIR MARKET VALUE |
| NATHAN FAMILY SUPPORTING FOUNDATION | ||
| Q | $54,410 | CASH - FAIR MARKET VALUE |
| CHARITABLE REMAINDER ANNUITY TRUST | ||
| S | $250,856 | CASH - FAIR MARKET VALUE |
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