2022-05-12T12:39:01-05:00 2021-06-30 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2020-07-01 815198317 THE ENDOWMENT FOR FEDERATION ENDO 8582792740 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 JEREMY PEARL CFO 8582792740 2022-05-12 1 JEREMY PEARL 999009999 PATRICIA J MAYER P00188643 8586271400 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z ANDREW RATNER 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 1119847 0 X WWW.JCFSANDIEGO.ORG X 2016 CA TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO. 7 7 0 7 0 0 700477 250111 0 0 177748 283286 0 0 878225 533397 713400 651318 0 0 0 0 0 0 0 79600 85859 793000 737177 85225 -203780 11761857 14842288 0 0 11761857 14842288 TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO. 0 0 651318 651318 0 DISTRIBUTION OF CONTRIBUTIONS TO RELIGIOUS, CHARITABLE AND EDUCATIONAL ORGANIZATIONS. 651318 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X JEREMY PEARL 8582792740 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 ANDREW RATNER PRESIDENT 1.00 0.00 X X 0 0 0 ELAINE CHORTEK SECRETARY 1.00 0.00 X X 0 0 0 ELAINE GALINSON DIRECTOR 1.00 0.00 X 0 0 0 ROBERT RUBENSTEIN DIRECTOR 1.00 0.00 X 0 0 0 DAVID BRAMZON DIRECTOR 1.00 1.00 X 0 0 0 ANDREW VITERBI DIRECTOR 1.00 0.00 X 0 0 0 JANET ACHEATEL DIRECTOR 1.00 1.00 X 0 0 0 JEREMY PEARL CHIEF FINANCIAL OFFICER 1.00 40.00 X 0 257205 34135 0 257205 34135 0 0 1 0 0 250111 250111 132560 132560 737176 586450 150726 150726 150726 533397 0 0 283286 651318 651318 14792 14792 ADMINISTRATIVE FEES 71067 71067 737177 651318 85859 0 14139 11534 7757715 12076886 3990003 2753868 11761857 14842288 0 0 X 11761857 14842288 11761857 14842288 11761857 14842288 -203780 3284211 0 X 0 1 X 1 0 X X 1 JEWISH COMMUNITY FOUNDATION OF SAN DIEGO 952504044 7 1 0 651318 1 0 651318 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE ORGANIZATION PROVIDED SUPPORT IN THE FORM OF GRANTS TO THE JEWISH FEDERATION OF SAN DIEGO COUNTY TO FACILITATE HUMAN SOCIAL SERVICES IN ACCORDANCE WITH THE MISSION OF THE SUPPORTED ORGANIZATION, JEWISH COMMUNITY FOUNDATION OF SAN DIEGO. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11761857 250111 3552705 651318 71067 14842288 11878772 700477 -24392 713400 79600 11761857 11978570 50000 497579 569221 78156 11878772 5806962 5927268 815393 500041 71012 11978570 0 5830600 -23638 0 0 5806962 1.00000 0.00000 0.00000 0 0 0 ALTERNATIVE INVESTMENT 905852 F HEDGE FUNDS 1846636 F MONEY MARKET & CD'S 1380 F 2753868 X PART V, LINE 4: TO FURTHER THE ORGANZATION'S EXEMPT PURPOSE. PART X, LINE 2: THE FOUNDATION FOLLOWS US GAAP RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE CONSOLIDATED STATEMENTS OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2021 AND 2020 AND NO AMOUNTS HAVE BEEN ACCRUED. THE FOUNDATION FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE UNITED STATES AND VARIOUS STATE AND LOCAL JURISDICTIONS. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1848060 0 0 0 0 0 0 1848060 0 1848060 0 0 0 0 0 0 PART I, LINE 3: METHOD OF ACCOUNTING - ACCRUAL PART III ACCOUNTING METHOD: 1 JEWISH FEDERATION SAN DIEGO COUNTY 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 951319015 501(C)(3) 651318 0 GENERAL 1 0 PART I, LINE 2: GRANTS ARE PAID TO THE JEWISH FEDERATION OF SAN DIEGO COUNTY, IN SUPPORT OF THE MISSION OF THE SUPPORTED ORGANIZATION JEWISH COMMUNITY FOUNDATION OF SAN DIEGO, TO FACILITATE HUMAN SOCIAL SERVICES. GRANTS ARE APPROVED BY BY THE BOARD OF DIRECTORS. 0 0 0 0 0 0 0 0 0 JEREMY PEARL CHIEF FINANCIAL OFFICER 0 257205 0 0 0 0 0 34135 0 0 0 291340 0 0 PART I, LINE 3 THE HUMAN RESOURCES COMMITTEE OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO EVALUATES AND APPROVES EXECUTIVE COMPENSATION ANNUALLY. THE EVALUATION INCLUDES THE REVIEW OF COMPARABILITY DATA PROVIDED BY INDEPENDENT SOURCES. A WRITTEN EMPLOYMENT CONTRACT GOVERNS CEO COMPENSATION AND OTHER TERMS OF EMPLOYMENT. THE CONTRACT IS REVIEWED BY OUTSIDE COUNSEL AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE CORPORATE MEMBER IS JEWISH COMMUNITY FOUNDATION OF SAN DIEGO. FORM 990, PART VI, SECTION A, LINE 7A JEWISH FEDERATION SHALL APPOINT THREE (3) DIRECTORS (EACH A "JEWISH FEDERATION DIRECTOR"). JEWISH COMMUNITY FOUNDATION OF SAN DIEGO SHALL APPOINT A TOTAL OF FOUR (4) DIRECTORS (EACH A "JCF DIRECTOR"). FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FINAL FORM 990 IS PROVIDED TO ALL BOARD MEMBERS BEFORE FILING. EACH BOARD MEMBER REVIEWS THE 990 AND CONTACTS MANAGEMENT WITH ANY QUESTIONS OR CONCERNS. ANY CHANGES THAT ARISE FROM THE BOARD REVIEW ARE COMMUNICATED TO ALL BOARD MEMBERS BEFORE FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE FOUNDATION REQUESTS THAT EACH BOARD MEMBER DISCLOSE ALL CONFLICTS OF INTEREST BY COMPLETING A CONFLICT OF INTEREST QUESTIONNAIRE. IF A TRANSACTION ARISES WHERE THERE IS A CONFLICT OF INTEREST, THE PERSON WITH SUCH CONFLICT IS NOT ALLOWED TO VOTE ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE ENDOWMENT FOR FEDERATION DOES NOT HAVE ANY EMPLOYEES. THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO, A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES. THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO HAS A FORMAL COMPENSATION REVIEW POLICY. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. JEWISH COMMUNITY FOUNDATION OF SAN DIEGO 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 952504044 TO INCREASE SUPPORT FOR A VIBRANT AND SECURE JEWISH AND GENERAL COMMUNITY. CA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0