JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA (EIN 86-0718936)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-07
- IRS object ID
- 202203119349302435
- Schema version
- 2021v4.2
- 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 | 2022-11-07T14:22:09-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860360084 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HBL CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5470 E BROADWAY BLVD | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860718936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEWISH COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | OF 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 | JEFF JACOBSEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5205770388 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFF | PersonFirstNm |
| Person Last | JACOBSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J DEVRIES | PreparerPersonNm |
| PTIN | P00748581 | PTIN |
| Phone | 5208863181 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRUCE ASH | PrincipalOfficerNm |
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) |
|---|---|---|
| Gross Receipts | $37,367,098 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JCFTUCSON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | EMPOWERING INDIVIDUALS, FAMILIES AND ORGANIZATIONS TO INVEST IN STRONGER JEWISH AND GLOBAL COMMUNITIES FOR TODAY AND TOMORROW. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,948 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,197,665 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,684,869 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $400,577 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $314,681 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,489,894 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,193,794 | CYInvestmentIncomeAmt |
| PY Other Revenue | $162,493 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $14,250,629 | PYTotalRevenueAmt |
| CY Total Revenue | $29,193,344 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,804,748 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,669,454 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $883,277 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $820,658 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $122,790 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,202,171 | PYOtherExpensesAmt |
| CY Other Expenses | $512,710 | CYOtherExpensesAmt |
| PY Total Expenses | $14,890,196 | PYTotalExpensesAmt |
| CY Total Expenses | $11,002,822 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$639,567 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,190,522 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $126,731,674 | TotalAssetsBOYAmt |
| Total Assets EOY | $157,844,908 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,228,228 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,436,483 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $91,503,446 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $115,408,425 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | JCF IS AN AFFILIATED CORPORATION OF THE JEWISH FEDERATION OF SOUTHERN ARIZONA. OUR MISSION IS: EMPOWERING INDIVIDUALS, FAMILIES AND ORGANIZATIONS TO INVEST IN STRONGER JEWISH AND GLOBAL COMMUNITIES FOR TODAY AND TOMORROW. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,473,384 | ExpenseAmt |
| Grant | $9,669,454 | GrantAmt |
| Revenue | $314,681 | RevenueAmt |
| Desc | THE JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA (JCF) PROVIDES SERVICES FOR INDIVIDUAL DONORS AND NON-PROFIT ORGANIZATIONS THAT HOUSE FUNDS WITH THE FOUNDATION, INCLUDING FUND INVESTMENT, MANAGEMENT AND 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.2021 ACCOMPLISHMENTS JCF MADE DISTRIBUTIONS TO OVER 500 DIFFERENT CHARITABLE 501(C)(3) ORGANIZATIONS THAT PROVIDE HEALTH, EDUCATIONAL, CULTURAL, AND SOCIAL SERVICES TO LOCAL, NATIONAL, AND INTERNATIONAL COMMUNITIES. GRANTS MADE FROM NET ASSETS TOTALED ALMOST $9.6 MILLION DOLLARS. ANOTHER $1.8 MILLION WAS DISTRIBUTED FROM ORGANIZATION FUNDS HELD BY THE JCF IN A CUSTODIAL CAPACITY.TO ADDRESS THE CRITICAL NEEDS IN OUR COMMUNITY THAT WERE EXACERBATED BY THE PANDEMIC, A COLLABORATIVE EFFORT WAS LAUNCHED IN 2020 AND CONTINUED IN 2021 RAISING OVER $460K TO SUPPORT LOCAL AGENCIES DEALING DIRECTLY WITH INDIVIDUALS IMPACTED BY THE PANDEMIC. A TASK FORCE WAS CREATED TO STRATEGICALLY ADDRESS, BOTH IN THE SHORT TERM AND LONG TERM, FOOD INSECURITY, EVICTION AND HOMELESSNESS, MEDICAL ISSUES, AND OTHER BASIC NEEDS AND TO ASSIST ORGANIZATIONS IN OBTAINING ESSENTIAL PERSONAL PROTECTIVE EQUIPMENT (PPE). GRANTING OF THE FUNDS IN THE LOCAL COMMUNITY BEGAN IN 2020 AND CONTINUED IN 2021. OUR IMPACT INVESTMENT POOL WAS LAUNCHED AS A NEW INVESTMENT OFFERING FOR DONOR ADVISED FUND HOLDERS. THE ROLE OF THE IMPACT POOL IS TO 1) INVEST IN A SOCIALLY RESPONSIBLE WAY, 2) CREATE GREATER COMMUNITY IMPACT AND 3) PROVIDE EXPOSURE TO GLOBAL COMPANIES WITH HIGH ESG PERFORMANCE. | Desc |
| Total Program Service Expenses | $10,473,384 | 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 | 0 | 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 | Yes (1) | 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 | 0 | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BRUCE ASH | |||||||
| CO-CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANNE HAMEROFF | |||||||
| CO-CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AARON ROTTENSTEIN | |||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LIZ KANTER GROSKIND | |||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BEN SILVERMAN | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFF JACOBSON | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEBORAH OSERAN | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MORGAN ABRAHAM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF ARTZI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE ASH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER CASSIUS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDY DAVIDSON | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MADELINE FRIEDMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH FRIMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANNY GASCH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEAH GEISTFELD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB GLASER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LESLIE GLAZE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA GOLDFINGER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE GOODMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL GREEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSH HURAND | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY KATZ | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN KATZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENNA LACEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HELAINE LEVY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA LOVALLO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN LOVELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NEIL MARKOWITZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN RODGVELLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN ROTHSCHILD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEREMY SHARPE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT SHEFTEL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES SHINER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELLY SILVERMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GRAHAM HOFFMAN JCF | |||||||
| CEO | 40.00 | Yes (X) | $295,309 | $0 | $30,991 | ||
| JANE ESPINOZA JCF | |||||||
| CFO | 40.00 | Yes (X) | $124,912 | $0 | $7,562 | ||
| BRENDA LANDAU | |||||||
| EMPLOYEE | 32.00 | $100,217 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $520,438 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $38,553 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | 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 |
| Related Organizations | $216,058 | RelatedOrganizationsAmt |
| All Other Contributions | $21,468,811 | AllOtherContributionsAmt |
| Noncash Contributions | $900,000 | NoncashContributionsAmt |
| Total Contributions | $21,684,869 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMIN FEES / OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $314,681 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $314,681 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $314,681 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,364,729 | TotalRevenueColumnAmt |
| Exclusion | $6,364,729 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,002,819 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,173,754 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $829,065 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $829,065 | TotalRevenueColumnAmt |
| Exclusion | $829,065 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,193,344 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $314,681 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,193,794 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,669,454 | TotalAmt |
| Program Services | $9,669,454 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,809 | TotalAmt |
| Program Services | $124,497 | ProgramServicesAmt |
| Management And General | $107,002 | ManagementAndGeneralAmt |
| Fundraising | $32,310 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,956 | TotalAmt |
| Program Services | $186,388 | ProgramServicesAmt |
| Management And General | $160,196 | ManagementAndGeneralAmt |
| Fundraising | $48,372 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,893 | TotalAmt |
| Program Services | $76,401 | ProgramServicesAmt |
| Management And General | $65,664 | ManagementAndGeneralAmt |
| Fundraising | $19,828 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,192 | TotalAmt |
| Program Services | $2,752 | ProgramServicesAmt |
| Management And General | $1,106 | ManagementAndGeneralAmt |
| Fundraising | $334 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,693 | TotalAmt |
| Program Services | $17,280 | ProgramServicesAmt |
| Management And General | $11,070 | ManagementAndGeneralAmt |
| Fundraising | $3,343 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,625 | TotalAmt |
| Program Services | $266,237 | ProgramServicesAmt |
| Management And General | $2,602 | ManagementAndGeneralAmt |
| Fundraising | $786 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,808 | TotalAmt |
| Program Services | $48,005 | ProgramServicesAmt |
| Management And General | $2,153 | ManagementAndGeneralAmt |
| Fundraising | $650 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,574 | TotalAmt |
| Program Services | $5,462 | ProgramServicesAmt |
| Management And General | $4,694 | ManagementAndGeneralAmt |
| Fundraising | $1,418 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,710 | TotalAmt |
| Program Services | $25,347 | ProgramServicesAmt |
| Management And General | $21,785 | ManagementAndGeneralAmt |
| Fundraising | $6,578 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,999 | TotalAmt |
| Program Services | $10,382 | ProgramServicesAmt |
| Management And General | $8,923 | ManagementAndGeneralAmt |
| Fundraising | $2,694 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,173 | TotalAmt |
| Program Services | $5,273 | ProgramServicesAmt |
| Management And General | $4,532 | ManagementAndGeneralAmt |
| Fundraising | $1,368 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,280 | TotalAmt |
| Program Services | $1,076 | ProgramServicesAmt |
| Management And General | $925 | ManagementAndGeneralAmt |
| Fundraising | $279 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,681 | TotalAmt |
| Program Services | $22,113 | ProgramServicesAmt |
| Management And General | $8,117 | ManagementAndGeneralAmt |
| Fundraising | $2,451 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DEVELOPMENT AND PROMOTI | $11,930 | $5,630 | $4,839 | $1,461 |
| TELEPHONE | $7,496 | $3,538 | $3,040 | $918 |
| REAL ESTATE TAXES | $3,549 | $3,549 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,002,822 | TotalAmt |
| Program Services | $10,473,384 | ProgramServicesAmt |
| Management And General | $406,648 | ManagementAndGeneralAmt |
| Fundraising | $122,790 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $467 | BOYAmt |
| EOY | $11,059 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,018,873 | BOYAmt |
| EOY | $32,249,267 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,041 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,962,242 | BOYAmt |
| EOY | $1,991,618 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,915 | BOYAmt |
| EOY | $51,972 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $207,974 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $121,953 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,201 | BOYAmt |
| EOY | $86,021 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,994,674 | BOYAmt |
| EOY | $76,524,050 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,430,350 | BOYAmt |
| EOY | $28,222,737 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,171,911 | BOYAmt |
| EOY | $18,708,184 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,731,674 | BOYAmt |
| EOY | $157,844,908 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,909 | BOYAmt |
| EOY | $219,706 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,250 | BOYAmt |
| EOY | $343,853 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,200 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,784,069 | BOYAmt |
| EOY | $41,871,724 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,228,228 | BOYAmt |
| EOY | $42,436,483 | 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 | $76,443,969 | BOYAmt |
| EOY | $99,093,696 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,059,477 | BOYAmt |
| EOY | $16,314,729 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,503,446 | BOYAmt |
| EOY | $115,408,425 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,731,674 | BOYAmt |
| EOY | $157,844,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $18,190,522 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,714,457 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $7,377,007 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,623,979 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,968,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,197,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,684,869 | CurrentTaxYearAmt |
| Total | $65,851,949 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,377,007 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,623,979 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,968,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,197,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,684,869 | CurrentTaxYearAmt |
| Total | $65,851,949 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,767,122 | SubstantialContributorsTotAmt |
| Public Support Total170 | $48,084,827 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,230,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,710,055 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,548,621 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,114,498 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,493,722 | CurrentTaxYearAmt |
| Total | $13,097,149 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$1,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$77,420 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$2,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,753 | CurrentTaxYearAmt |
| Total | -$67,348 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $78,881,750 | TotalSupportAmt |
| Public Support CY170 | 0.60960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48150 | 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 | 241 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $19,054,727 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $56,871,372 | DonorAdvisedFundsGrantsAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 | $465,944 | AdministrativeExpensesAmt |
| End Year Balance | $44,299,369 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,131,061 | BeginningYearBalanceAmt |
| Contributions | $280,634 | ContributionsAmt |
| Investment Earnings Or Losses | $4,228,817 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,229,155 | OtherExpendituresAmt |
| Administrative Expenses | $99,649 | AdministrativeExpensesAmt |
| End Year Balance | $33,311,708 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.76000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.16000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $11,403 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $9,883 | DepreciationAmt |
| Book Value | $1,520 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $196,571 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $112,070 | DepreciationAmt |
| Book Value | $84,501 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $86,021 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $28,222,737 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $28,222,737 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INTEREST RECEIVABLE | $50,134 |
| PARTNERSHIP INT AND CLOSELY HELD CORP | $8,443,025 |
| CASH SURRENDER VALUE LIFE INSURANCE | $4,820,144 |
| BENEFICIAL INTEREST IN TRUST, NET | $4,494,881 |
| REAL PROPERTY HELD FOR SALE | $900,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $18,708,184 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHERS | $41,204,255 |
| DESIGNATED OBLIGATIONS | $667,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $41,871,724 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENTS ARE HELD FOR DONOR RESTRICTED USES AND DONOR ADVISED PURPOSES |
| PART X, LINE 2: | JCF HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS THAT REQUIRE REPORTING UNDER U.S. GENERAL ACCEPTED ACCOUNTING PRINCIPLES. JCF WOULD RECOGNIZE INTEREST RELATED TO ANY SUCH UNCERTAINTIES IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. DURING THE YEARS ENDED DECEMBER 31, |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE FROM CONSOLIDATED ENTITY LOSS ON DISPOSAL OF ASSET FROM CONSOLIDATED ENTITY |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REVENUE BETWEEN CONSOLIDATED ENTITIES - L2 SERVICE FEE |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES FROM CONSOLIDATED ENTITY |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENDITURES BETWEEN CONSOLIDATED ENTITIES - L2 SERVICE FEE |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (98 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADL - ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | 131818723 | $17,000 | $0 | SUPPORT | |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE | ||||||||
| 633 THIRD AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | 131623886 | $11,400 | $0 | SUPPORT | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | 521623781 | $753,277 | $0 | SUPPORT | |
| AMERICAN SOCIETY FOR THE PROTECTION OF NATURE IN ISRAEL | ||||||||
| 15 EAST 40TH STREET STE 904 | NEW YORK | NY | 10016 | 521467954 | $10,000 | $0 | SUPPORT | |
| ANGEL CHARITY FOR CHILDREN | ||||||||
| 3132 N SWAN ROAD | TUCSON | AZ | 85712 | 860472794 | $21,000 | $0 | SUPPORT | |
| ARIZONA DAILY STAR SPORTSMENS FUND INC | ||||||||
| P O BOX 16141 | TUCSON | AZ | 857326141 | 866053274 | $6,000 | $0 | SUPPORT | |
| ARIZONA OPERA COMPANY | ||||||||
| 1636 N CENTRAL AVE | PHOENIX | AZ | 85004 | 237169261 | $75,980 | $0 | SUPPORT | |
| ARIZONA PUBLIC MEDIA | ||||||||
| P O BOX 210067 | TUCSON | AZ | 857210067 | 866050388 | $7,400 | $0 | SUPPORT | |
| ARIZONA THEATRE COMPANY | ||||||||
| PO BOX 1631 | TUCSON | AZ | 85702 | 860211777 | $58,650 | $0 | SUPPORT | |
| ARIZONA YOUTH PARTNERSHIP | ||||||||
| 7575 W TWIN PEAKS ROAD SUITE 165 | TUCSON | AZ | 85743 | 860669087 | $20,000 | $0 | SUPPORT | |
| ARTS EXPRESS INC | ||||||||
| 5870 E BROADWAY BLVD SUITE 214 | TUCSON | AZ | 85711 | 860941657 | $12,000 | $0 | SUPPORT | |
| BABOQUIVARI EDUCATIONAL FOUNDATION | ||||||||
| P O BOX 248 | SELLS | AZ | 856340248 | 475200570 | $10,000 | $0 | SUPPORT | |
| BAY LAUREL PFA | ||||||||
| C/O BRIDGET KATZ 24004 BESSEMER | WOODLAND HILLS | CA | 91367 | 954378605 | $11,800 | $0 | SUPPORT | STREET |
| BETH SHALOM TEMPLE CENTER | ||||||||
| PO BOX 884 | GREEN VALLEY | AZ | 85622 | 860682304 | $6,722 | $0 | SUPPORT | |
| BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY | ||||||||
| 4305 UNIVERSITY AVENUE SUITE 590 | SAN DIEGO | CA | 92105 | 952151526 | $6,500 | $0 | SUPPORT | |
| BIG SUNDAY | ||||||||
| 6111 MELROSE AVENUE | LOS ANGELES | CA | 900383501 | 421765317 | $6,500 | $0 | SUPPORT | |
| B'NAI B'RITH YOUTH ORGANIZATION | ||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | 311794932 | $31,555 | $0 | SUPPORT | |
| BOYS AND GIRLS CLUB OF TUCSON | ||||||||
| PO BOX 40217 | TUCSON | AZ | 85717 | 860172257 | $20,252 | $0 | SUPPORT | |
| BOYS TO MEN | ||||||||
| 3708 VILLAGE RUN DR | DES MOINES | IA | 503175113 | 464884647 | $7,100 | $0 | SUPPORT | |
| CHABAD AT THE UNIVERSITY OF ARIZONA | ||||||||
| 1436 E DRACHMAN STREET | TUCSON | AZ | 857194209 | 261892963 | $7,700 | $0 | SUPPORT | |
| CHABAD LUBAVITCH OF FREDERICK | ||||||||
| 1 WEST 9TH STREET | FREDERICK | MD | 21701 | 263271247 | $10,000 | $0 | SUPPORT | |
| CHABAD OF CORONADO | ||||||||
| 1330 ORANGE AVE STE 120-130 | CORONADO | CA | 92118 | 330147470 | $13,700 | $0 | SUPPORT | |
| CLAL THE NATIONAL JEWISH CENTER | ||||||||
| 440 PARK AVENUE S 4TH FL | NEW YORK | NY | 10016 | 237390358 | $6,555 | $0 | SUPPORT | |
| COMMUNITY FOOD BANK OF SA | ||||||||
| PO BOX 551 | TUCSON | AZ | 85702 | 510192519 | $112,185 | $0 | SUPPORT | |
| COMMUNITY FOUNDATION FOR SA | ||||||||
| 5049 E BROADWAY BLVD STE 201 | TUCSON | AZ | 85711 | 942681765 | $18,750 | $0 | SUPPORT | |
| CONGREGATION ANSHEI ISRAEL | ||||||||
| 5550 E FIFTH STREET | TUCSON | AZ | 85711 | 860117384 | $98,614 | $0 | SUPPORT | |
| CONGREGATION CHOFETZ CHAYIM | ||||||||
| 5150 E FIFTH STREET | TUCSON | AZ | 85711 | 860369304 | $19,529 | $0 | SUPPORT | |
| CONGREGATION OR CHADASH | ||||||||
| 3939 N ALVERNON WAY | TUCSON | AZ | 85718 | 860836569 | $22,508 | $0 | SUPPORT | |
| CONGREGATION RODEPH SHOLOM | ||||||||
| 2385 PARK AVENUE | BRIDGEPORT | CT | 06604 | 946030040 | $6,000 | $0 | SUPPORT | |
| CONGREGATION YOUNG ISRAEL | ||||||||
| 2443 E FOURTH STREET | TUCSON | AZ | 85719 | 860671070 | $8,751 | $0 | SUPPORT | |
| CONNECTING A CARING COMMUNITY | ||||||||
| 26610 AGOURA RD SUITE 120 | CALABASAS | CA | 913023823 | 814101648 | $10,000 | $0 | SUPPORT | |
| DRAWING STUDIO | ||||||||
| 2760 N TUCSON BLVD | TUCSON | AZ | 85716 | 860992193 | $35,700 | $0 | SUPPORT | |
| EL PASOANS FIGHTING HUNGER | ||||||||
| 9541 PLAZA CIRCLE | EL PASO | TX | 799272005 | 452893839 | $100,000 | $0 | SUPPORT | |
| EL RIO HEALTH CENTER FOUNDATION | ||||||||
| 839 W CONGRESS STREET | TUCSON | AZ | 85745 | 860816675 | $66,500 | $0 | SUPPORT | |
| ESPERANZA DANCE PROJECT | ||||||||
| P O BOX 90064 | TUCSON | AZ | 857520064 | 822280520 | $15,000 | $0 | SUPPORT | |
| FEEDING AMERICA | ||||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | 363673599 | $8,750 | $0 | SUPPORT | |
| FIGHTING AGAINST MEDIOCRITY FOUNDATION | ||||||||
| 4927 N SABINO GULCH COURT | TUCSON | AZ | 85750 | 860981064 | $6,000 | $0 | SUPPORT | |
| FROM THE HEART PRODUCTIONS INC | ||||||||
| 1455 MANDALAY BEACH ROAD | OXNARD | CA | 93035 | 954445418 | $15,000 | $0 | SUPPORT | |
| FUCHS MIZRACHI SCHOOL | ||||||||
| 26600 SHAKER BLVD | BEACHWOOD | OH | 44122 | 341400924 | $5,474 | $0 | SUPPORT | |
| GLOBAL INVESTMENT FOUNDATION FOR TOMORROW INC | ||||||||
| 1201 N ORANGE ST SUITE 7265 | WILMINGTON | DE | 198011268 | 205545018 | $50,000 | $0 | SUPPORT | |
| GREGORY SCHOOL | ||||||||
| 3231 N CRAYCROFT ROAD | TUCSON | AZ | 85712 | 860374130 | $23,500 | $0 | SUPPORT | |
| HANDMAKER JEWISH SERVICES FOR THE AGING | ||||||||
| 2221 N ROSEMONT BLVD | TUCSON | AZ | 857122113 | 860626077 | $16,166 | $0 | SUPPORT | |
| HAROLD GRINSPOON FOUNDATION | ||||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 010011913 | 046685725 | $50,000 | $0 | SUPPORT | |
| HIAS INC (HEBREW IMMIGRANT AID SOCIETY) | ||||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | 135633307 | $100,000 | $0 | SUPPORT | |
| HUMANE SOCIETY OF SOUTHERN ARIZONA | ||||||||
| 635 W ROGER ROAD | TUCSON | AZ | 85705 | 860112798 | $5,200 | $0 | SUPPORT | |
| INITIATIVE FOR MEDICINES ACCESS & KNOWLEDGE | ||||||||
| 16192 COASTAL HWY | BROOKLYN | NY | 199583608 | 208559302 | $150,000 | $0 | SUPPORT | |
| INTEGRATIVE TOUCH FOR KIDS | ||||||||
| 5675 N ORACLE ROAD 3201 | TUCSON | AZ | 85704 | 743145036 | $13,700 | $0 | SUPPORT | |
| INTERFAITH COMMUNITY SERVICES | ||||||||
| 2820 W INA ROAD | TUCSON | AZ | 85741 | 860520997 | $120,000 | $0 | SUPPORT | |
| INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT | ||||||||
| P O BOX 17749 | TUCSON | AZ | 857317749 | 850254535 | $5,500 | $0 | SUPPORT | |
| ISRAEL CNTR FOR EXCELLENCE | ||||||||
| 9 SOUTH 753 CIRCLE AVENUE | WILLOWBROOK | IL | 60527 | 273032809 | $8,249 | $0 | SUPPORT | |
| JEWISH COMMUNITY FEDERATION OF CLEVELAND | ||||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | 340714445 | $10,948 | $0 | SUPPORT | |
| JEWISH COMMUNITY FOUNDATION OF GREATER PRESCOTT | ||||||||
| P O BOX 2684 | PRESCOTT | AZ | 863022684 | 860941893 | $12,000 | $0 | SUPPORT | |
| JEWISH FAMILY & CHILDREN'S SVCS | ||||||||
| 4301 E FIFTH STREET | TUCSON | AZ | 85711 | 860623896 | $145,817 | $0 | SUPPORT | |
| JEWISH FEDERATION OF GREATER LOS ANGELES | ||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | 951643388 | $15,000 | $0 | SUPPORT | |
| JEWISH FEDERATION OF SA | ||||||||
| 3718 E RIVER ROAD STE 100 | TUCSON | AZ | 85718 | 860096795 | $1,130,656 | $0 | SUPPORT | |
| JEWISH HISTORY MUSEUM | ||||||||
| P O BOX 889 | TUCSON | AZ | 857020889 | 860762311 | $26,894 | $0 | SUPPORT | |
| JEWISH NATIONAL FUND - USA INC | ||||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | 832880252 | $26,255 | $0 | SUPPORT | |
| LAW COLLEGE ASSOCIATION OF THE UNIVERSITY OF ARIZONA | ||||||||
| P O BOX 210176 | TUCSON | AZ | 857210176 | 866037148 | $55,316 | $0 | SUPPORT | |
| LEAD GUITAR | ||||||||
| PO BOX 40206 | TUCSON | AZ | 85717 | 261416560 | $26,000 | $0 | SUPPORT | |
| LOS ANGELES RONALD MCDONALD HOUSE | ||||||||
| 4560 FOUNTAIN AVENUE | LOS ANGELES | CA | 90029 | 953167869 | $14,500 | $0 | SUPPORT | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | 041564655 | $75,000 | $0 | SUPPORT | |
| MENORAH PARK CENTER FOR SENIOR LIVING | ||||||||
| 27100 CEDAR ROAD | BEACHWOOD | OH | 44122 | 340714443 | $5,474 | $0 | SUPPORT | |
| OUR FAMILY SERVICES | ||||||||
| 2590 N ALVERNON WAY | TUCSON | AZ | 85712 | 942598560 | $25,000 | $0 | SUPPORT | |
| PRIMAVERA FOUNDATION | ||||||||
| 151 W 40TH STREET | TUCSON | AZ | 85713 | 860733182 | $6,400 | $0 | SUPPORT | |
| PROTECT DEMOCRACY PROJECT | ||||||||
| 82 NASSAU STREET 601 | NEW YORK | NY | 10038 | 814777062 | $150,000 | $0 | SUPPORT | |
| RABBI ELCHANAN THEOLOGICAL SEMINARY | ||||||||
| 515 WEST 185TH STREET RM 629 | NEW YORK | NY | 10033 | 132673756 | $21,896 | $0 | SUPPORT | |
| ROSE COMMUNITY FOUNDATION | ||||||||
| 4500 CHERRY CREEK DRIVE SOUTH SUITE | DENVER | CO | 80246 | 840920862 | $50,000 | $0 | SUPPORT | 900 |
| SCHWAB CHARITABLE FUND | ||||||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | 311640316 | $51,033 | $0 | SUPPORT | |
| SCULPTURETUCSONORG | ||||||||
| PO BOX 816 | TUCSON | AZ | 85702 | 814077958 | $23,500 | $0 | SUPPORT | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 S ROXBURY DRIVE | LOS ANGELES | CA | 90035 | 953964928 | $8,500 | $0 | SUPPORT | |
| SO ARIZONA SYMPHONY ORCHESTRA | ||||||||
| PO BOX 43131 | TUCSON | AZ | 85733 | 953403204 | $25,000 | $0 | SUPPORT | |
| SOCIAL VENTURE PARTNERS TUCSON | ||||||||
| 5049 E BROADWAY BLVD STE 233 | TUCSON | AZ | 85711 | 822964855 | $25,500 | $0 | SUPPORT | |
| SOCIETY TO IMPROVE DIAGNOSIS IN MEDICINE | ||||||||
| 1501 HINMAN AVENUE UNIT 7B | EVANSTON | IL | 60201 | 452670824 | $242,000 | $0 | SUPPORT | |
| SOUTHERN ARIZONA CHILDREN'S ADVOCACY CENTER | ||||||||
| 2329 E AJO WAY | TUCSON | AZ | 85713 | 263208123 | $20,000 | $0 | SUPPORT | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | 630598743 | $15,250 | $0 | SUPPORT | |
| STEP UP TO JUSTICE | ||||||||
| 320 N COMMERCE PARK LP STE 100 | TUCSON | AZ | 85745 | 813776452 | $27,500 | $0 | SUPPORT | |
| SUNNYSIDE FOUNDATION | ||||||||
| 2485 W TORTOLITA BLUFFS DRIVE | TUCSON | AZ | 85742 | 860459085 | $7,300 | $0 | SUPPORT | |
| TEMPLE ALIYAH | ||||||||
| 6025 VALLEY CIRCLE BLVD | WOODLAND HILLS | CA | 91367 | 952236425 | $15,000 | $0 | SUPPORT | |
| TEMPLE BETH SHOLOM | ||||||||
| 4200 MUNSON | TOPEKA | KS | 66604 | 480679976 | $11,000 | $0 | SUPPORT | |
| TEMPLE EMANU-EL | ||||||||
| 225 N COUNTRY CLUB ROAD | TUCSON | AZ | 85716 | 860117389 | $30,656 | $0 | SUPPORT | |
| THE JEWISH FEDERATIONS OF NORTH AMERICA INC | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | 131624240 | $20,827 | $0 | SUPPORT | |
| TU NIDITO CHILDREN & FAMILY SERVICES | ||||||||
| 3922 N MOUNTAIN AVENUE | TUCSON | AZ | 85719 | 860769031 | $32,650 | $0 | SUPPORT | |
| TUCSON DESERT SONG FESTIVAL | ||||||||
| P O BOX 65866 | TUCSON | AZ | 857285866 | 273777745 | $25,000 | $0 | SUPPORT | |
| TUCSON GIRLS CHORUS ASSOCIATION INC | ||||||||
| 4020 E RIVER ROAD | TUCSON | AZ | 857186950 | 860505318 | $6,000 | $0 | SUPPORT | |
| TUCSON HEBREW ACADEMY | ||||||||
| 3888 E RIVER ROAD | TUCSON | AZ | 85718 | 860274412 | $279,761 | $0 | SUPPORT | |
| TUCSON JEWISH COMMUNITY CENTER | ||||||||
| 3800 E RIVER ROAD | TUCSON | AZ | 85718 | 860183578 | $294,659 | $0 | SUPPORT | |
| TUCSON MUSEUM OF ART | ||||||||
| 140 N MAIN AVENUE | TUCSON | AZ | 85701 | 866006371 | $6,250 | $0 | SUPPORT | |
| TUCSON SYMPHONY ORCHESTRA | ||||||||
| 2175 N SIXTH AVENUE | TUCSON | AZ | 85705 | 860107538 | $14,959 | $0 | SUPPORT | |
| U OF A HILLEL FOUNDATION | ||||||||
| 1245 E SECOND STREET | TUCSON | AZ | 85719 | 866053800 | $91,258 | $0 | SUPPORT | |
| UC HASTINGS FOUNDATION | ||||||||
| 200 MCALLISTER STREET | SAN FRANCISCO | CA | 941024978 | 237135898 | $150,000 | $0 | SUPPORT | |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 857210111 | 866050388 | $540,553 | $0 | SUPPORT | |
| UNIVERSITY OF DENVER | ||||||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 802104711 | 840404231 | $10,000 | $0 | SUPPORT | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 537264090 | 390743975 | $75,000 | $0 | SUPPORT | |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | ||||||||
| PO BOX 9509 | WARWICK | RI | 02889 | 232888152 | $3,000,000 | $0 | SUPPORT | |
| WASHINGTON INST FOR NEAR EAST POLICY | ||||||||
| 1111 19TH STREET NW STE 500 | WASHINGTON | DC | 20036 | 521376034 | $50,000 | $0 | SUPPORT | |
| WOMENS FOUNDATION OF SOUTHERN ARIZONA | ||||||||
| P O BOX 89518 | TUCSON | AZ | 857529518 | 311660702 | $7,000 | $0 | SUPPORT | |
| WOODS SERVICES FOUNDATION | ||||||||
| PO BOX 36 | LANGHORNE | PA | 19047 | 232322137 | $13,079 | $0 | SUPPORT | |
| YOUTH ON THEIR OWN | ||||||||
| 1660 N ALVERNON WAY | TUCSON | AZ | 85712 | 860644388 | $13,500 | $0 | SUPPORT | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS MAY ONLY BE DISTRIBUTED TO 501(C)(3) ORGANIZATIONS. BEFORE DISTRIBUTIONS ARE MADE THE ORGANIZATION IS VETTED BY OBTAINING A COPY OF THEIR IRS DETERMINATION LETTER, CONTACT INFORMATION, AND A COPY OF THEIR MISSION STATEMENT. WE OBTAIN THE ORGANIZATION'S IRS STATUS ON GUIDESTAR'S CHARITY CHECK, WHICH COMBINES INFORMATION FROM THE IRS DETERMINATION LETTER, THE IRS PUB 78, AND THE IRS BMF (BUSINESS MASTER FILE) REPORTS. [IRS REVENUE PROCEDURE 2009-32 ALLOWS GRANTORS TO RELY ON THIRD-PARTY RESOURCES, SUCH AS GUIDESTAR CHARITY CHECK, TO OBTAIN REQUIRED BUSINESS MASTER FILE (BMF) DATA CONCERNING A POTENTIAL GRANTEE'S PUBLIC CHARITY CLASSIFICATION UNDER SECTION 509(A)(1),(2) OR (3)] OUR BOARD APPROVES ALL NEW ORGANIZATIONS BEFORE DISTRIBUTIONS ARE MADE. ANNUALLY THE BOARD RE-APPROVES OUR ENTIRE LIST OF ORGANIZATIONS AFTER WE HAVE VERIFIED THAT THEIR 501(C)(3) STATUS IS STILL IN GOOD ORDER. DISTRIBUTIONS FOR GRANTS MADE FOR RESTRICTED PURPOSES ARE ACCOMPANIED WITH A LETTER STATING THAT THE FUNDS CAN ONLY BE USED FOR THAT PURPOSE. THE LETTERS ALSO INCLUDE THE FOLLOWING NOTATION: 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: 1) NO TANGIBLE BENEFIT, GOODS OR SERVICES ARE RECEIVED BY ANY INDIVIDUALS 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; 2) FUNDS WILL NOT BE USED TO DISCHARGE OR SATISFY A LEGALLY ENFORCEABLE CHARITABLE PLEDGE OR OBLIGATIONS OF ANY PERSON; AND 3) NO INDIVIDUALS CONNECTED WITH THE ABOVE-MENTIONED GIFT WILL BENEFIT FROM GRANTS, LOANS, COMPENSATION OR SIMILAR PAYMENTS. RESTRICTED PURPOSE GRANTS THAT ARE TO BE MADE ANNUALLY FROM ENDOWMENT FUNDS REQUIRE THAT THE ORGANIZATION PROVIDE US WITH A REPORT OF HOW THE FUNDS WERE USED BEFORE THE NEXT YEAR'S GRANT WILL BE DISTRIBUTED. GRANTS AWARDED UNDER OUR COMMUNITY GRANTS PROGRAM REQUIRE PERIODIC REPORTING TO ENSURE FUNDS ARE BEING USED FOR THE PURPOSE INTENDED. GRANTS ARE NOT MADE TO INDIVIDUALS. | 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 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRAHAM HOFFMAN JCF | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $295,309 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $24,000 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $6,991 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $326,300 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $900,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV PER APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| 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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DISCLOSED RELATIONSHIPS: - BRENNA LACEY AND STEPHEN RODGVELLER ARE MARRIED. - JEFFREY KATZ AND RANDY DAVIDSON ARE SIBLINGS. - SHELLY SILVERMAN AND LESLIE GLAZE ARE SIBLINGS. |
| FORM 990, PART VI, SECTION A, LINE 4 | IN MAY 2021, THE JEWISH COMMUNITY FOUNDATION OF SO ARIZONA (JCF) AND ITS AFFILIATED ORGANIZATION, THE JEWISH FEDERATION OF SO ARIZONA (JFSA) CAME TOGETHER UNDER A NEWLY FORMED CORPORATION, THE CENTER FOR JEWISH PHILANTHROPY OF SO ARIZONA (CJP), WHICH HAS FILED FOR ITS 501(C)(3) TAX EXEMPTION AND A NAME CHANGE TO JEWISH PHILANTHROPIES OF SOUTHERN ARIZONA (JPSA). JCF'S BYLAWS AND ARTICLES OF INCORPORATION WERE AMENDED AND RESTATED PRIMARILY TO REFLECT THAT CJP IS THE SOLE MEMBER OF JCF. CJP IS ALSO THE SOLE MEMBER OF JFSA. ALL THREE ORGANIZATIONS ARE NOW GOVERNED BY THE SAME BOARD OF TRUSTEES. THE EIN FOR CJP IS 87-1814239. |
| FORM 990, PART VI, SECTION A, LINE 6 | IN MAY 2021, THE JEWISH COMMUNITY FOUNDATION OF SO ARIZONA (JCF) AND ITS AFFILIATED ORGANIZATION, THE JEWISH FEDERATION OF SO ARIZONA (JFSA) CAME TOGETHER UNDER A NEWLY FORMED CORPORATION, THE CENTER FOR JEWISH PHILANTHROPY OF SO ARIZONA (CJP), WHICH HAS FILED FOR ITS 501(C)(3) TAX EXEMPTION AND A NAME CHANGE TO JEWISH PHILANTHROPIES OF SOUTHERN ARIZONA (JPSA). JCF'S BYLAWS AND ARTICLES OF INCORPORATION WERE AMENDED AND RESTATED PRIMARILY TO REFLECT THAT CJP IS THE SOLE MEMBER OF JCF. CJP IS ALSO THE SOLE MEMBER OF JFSA. |
| FORM 990, PART VI, SECTION B, 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 DISCLOSURE 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, PART VI, SECTION B, 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, PART VI, SECTION B, LINE 15A | IN 2020, A TASK FORCE CONDUCTED A "KEY EMPLOYEE COMPENSATION SURVEY" USING INFORMATION FROM COMPARABLE FOUNDATION'S FORMS 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 SIMILARLY 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 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, PART VI, SECTION C, LINE 19 | THE POLICY OF THE JEWISH COMMUNITY FOUNDATION IS TO UPON REQUEST MAKE ITS AUDITED FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE FOR VIEWING AT THE OFFICE OF THE FOUNDATION. |
| FORM 990, PART XII, LINE 2C: | NO CHANGES HAVE BEEN MADE TO THE ORGANIZATION'S PROCESS |
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 | REAL ESTATE HOLDINGS | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
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 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF SOUTHERN AZ | |||||||||
| 3718 E RIVER ROAD 100 | TUCSON | AZ | 85718 | 860096795 | CHARITABLE | AZ | 501(C)(3) | LINE 7 | 0 |
| L2 FOUNDATION | |||||||||
| 3718 E RIVER ROAD 118 | TUCSON | AZ | 85718 | 270697033 | CHARITABLE SUPPORT | AZ | 501(C)(3) | LINE 12A, I | Yes (1) |
| 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 | 0 | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| JEWISH FEDERATION OF SOUTHERN AZ | ||
| B | $1,130,656 | CASH VALUE |
| JEWISH FEDERATION OF SOUTHERN AZ | ||
| P | $58,922 | FMV |
| JEWISH FEDERATION OF SOUTHERN AZ | ||
| Q | $220,482 | CASH VALUE |
| JEWISH FEDERATION OF SOUTHERN AZ | ||
| N | $22,000 | CASH VALUE |
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