2022-09-30T11:15:52-05:00 2020-06-30 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2019-07-01 821992641 JEWISH COMMUNITY ALLIANCE FOUNDATION INC JEWI 9047302100 8505 SAN JOSE BLVD JACKSONVILLE FL 32217 ROCHELLE STODDARD CHAIR 9047302100 2022-09-30 1 HARRY E HARP CPA P00176471 4077405400 2019 2022-09-23 18:48:47Z ROCHELLE STODDARD 8505 SAN JOSE BLVD JACKSONVILLE FL 32217 14943578 0 X N/A X 2016 FL TO SUPPORT & ASSIST VARIOUS ORGANIZATIONS TO MEET THE NEEDS OF THE JACKSONVILLE JEWISH COMMUNITY 11 11 0 15 0 0 0 11374987 0 0 0 484442 0 0 0 11859429 0 0 0 0 0 0 0 0 0 0 64297 0 64297 0 11795132 0 11703536 0 0 0 11703536 TO PROVIDE GOOD STEWARDSHIP OF RESOURCES, FUNDRAISING, AND INVESTMENTS TO ASSIST, SUPPORT, AND EXPAND THE VARIOUS PROGRAMS AND MEET THE UNIQUE NEEDS OF MEMBERS OF THE JACKSONVILLE JEWISH COMMUNITY, INCLUDING THE JEWISH COMMUNITY ALLIANCE. 0 0 WITH AN OBJECTIVE TO ASSIST AND SUPPORT THE ACTIVITIES, PROGRAMS, AND MEMBERS OF THE JEWISH COMMUNITY ALLIANCE THROUGH GOOD STEWARDSHIP OF RESOURCES, FUNDRAISING, AND INVESTMENT EARNINGS. IN THE INITIAL YEAR OF ACTIVITY FOR THE FOUNDATION, CONTRIBUTED INVESTMENTS WERE ACTIVELY MONITORED FOR PRINCIPAL PROTECTION AND MAXIMIZING INVESTMENT EARNINGS. 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MELISSA S MEYENBERG 9047302100 8505 SAN JOSE BOULEVARD JACKSONVILLE FL 32217 X ALI KORMAN SHELTON CHAIR 1.00 X X 0 0 0 BRENT TRAGER VICE CHAIR 1.00 X X 0 0 0 DAVID MILLER TREASURER 1.00 X X 0 0 0 STEVE SHERMAN SECRETARY 1.00 X X 0 0 0 ANDY BLOCK TRUSTEE 1.00 X 0 0 0 ANDY CANTOR TRUSTEE 1.00 X 0 0 0 NATHAN GOLDMAN TRUSTEE 1.00 X 0 0 0 KEN JACOBS TRUSTEE 1.00 X 0 0 0 PAM KORN TRUSTEE 1.00 X 0 0 0 JEFF PARKER TRUSTEE 1.00 X 0 0 0 LINDA STEIN TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 11374987 10028555 11374987 477233 477233 3091358 3084149 7209 7209 7209 11859429 0 0 484442 64227 64227 70 70 64297 0 64297 0 11703536 0 11703536 0 0 X 11703536 0 11703536 0 11703536 11795132 -91596 0 X X 0 1 X 1 0 X 11374987 11374987 11374987 11374987 11374987 484442 484442 11859429 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ACCRUED INTEREST 10169 F FIXED INCOME SECURITIES 1966947 F MONEY MARKET FUNDS 232817 F MUTUAL FUNDS - EQUITIES 5762838 F MUTUAL FUNDS - FIXED INCOME 3730765 F 11703536 X 11703606 -91596 -91596 11795202 64227 64227 11859429 70 0 70 64227 64227 64297 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THE JEWISH COMMUNITY ALLIANCE FOUNDATION, INC. TO BE A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC. ACCORDINGLY, INCOME EARNED IN FURTHERANCE OF THE FOUNDATION'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND, AS A RESULT, THESE FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES. BRENT TRAGER AND ALI KORMAN SHELTON OFFICERS AND/OR TRUSTEES OF BOTH THE RECEIVING AND DONATING ORGANIZATIONS 11374987 TO ENSURE A FOCUSED STEWARDSHIP OF THE COMMUNITY'S PHILANTHROPIC ASSETS, EFFECTIVE JULY 1, 2019, THE JEWISH COMMUNITY ALLIANCE CONTRIBUTED A PORTION OF ITS CASH AND INVESTMENTS TO THE JEWISH COMMUNITY ALLIANCE FOUNDATION, INC. 0 X 1 10028554 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS LISTED FOR "SECURITIES-MISCELLANEOUS" IS (1), AND ENCOMPASSES THE ENTIRETY OF THE INVESTMENTS DONATED BY THE JEWISH COMMUNITY ALLIANCE, INC. AS DETAILED ON BOTH SCHEDULE B AND SCHEDULE L. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PRESENTED TO THE GOVERNING BODY FOR REVIEW AND APPROVAL PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CHAIR OF THE BOARD OF DIRECTORS AND ACTING EXECUTIVE DIRECTOR REVIEW ALL CONTRACTS AND BUSINESS RELATIONSHIPS ON A SEMI-ANNUAL BASIS FOR ANY POTENTIAL CONFLICTS OF INTEREST. ANY CONFLICTS WOULD BE BROUGHT TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.