2022-11-07T14:22:09-06:00 2021-12-31 860360084 HBL CPAS PC 5470 E BROADWAY BLVD TUCSON AZ 85711 990 2021-01-01 860718936 THE JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA JEWI 5205770388 3718 E RIVER ROAD 118 TUCSON AZ 85718 JEFF JACOBSEN TREASURER 5205770388 2022-11-07 1 JEFF JACOBSEN 999009999 MICHAEL J DEVRIES P00748581 5208863181 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z BRUCE ASH 3718 E RIVER ROAD 118 TUCSON AZ 85718 37367098 0 X WWW.JCFTUCSON.ORG X 1992 AZ EMPOWERING INDIVIDUALS, FAMILIES AND ORGANIZATIONS TO INVEST IN STRONGER JEWISH AND GLOBAL COMMUNITIES FOR TODAY AND TOMORROW. 20 20 11 0 0 1948 11197665 21684869 400577 314681 2489894 7193794 162493 0 14250629 29193344 12804748 9669454 0 0 883277 820658 0 0 122790 1202171 512710 14890196 11002822 -639567 18190522 126731674 157844908 35228228 42436483 91503446 115408425 X 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. 0 0 10473384 9669454 314681 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. 10473384 1 1 0 0 0 1 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 4 0 1 11 1 1 1 0 0 0 0 0 0 0 0 0 X 20 20 1 0 1 0 1 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 AZ X THE ORGANIZATION 5205770388 3718 E RIVER ROAD 118 TUCSON AZ 85718 BRUCE ASH CO-CHAIR 3.00 X X 0 0 0 ANNE HAMEROFF CO-CHAIR 3.00 X X 0 0 0 AARON ROTTENSTEIN VICE CHAIR 3.00 X X 0 0 0 LIZ KANTER GROSKIND VICE CHAIR 3.00 X X 0 0 0 BEN SILVERMAN SECRETARY 3.00 X X 0 0 0 JEFF JACOBSON TREASURER 3.00 X X 0 0 0 DEBORAH OSERAN IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 MORGAN ABRAHAM TRUSTEE 1.00 X 0 0 0 JEFF ARTZI TRUSTEE 1.00 X 0 0 0 JANE ASH TRUSTEE 1.00 X 0 0 0 JENNIFER CASSIUS TRUSTEE 1.00 X 0 0 0 RANDY DAVIDSON TRUSTEE 3.00 X 0 0 0 MADELINE FRIEDMAN TRUSTEE 1.00 X 0 0 0 ELIZABETH FRIMAN TRUSTEE 1.00 X 0 0 0 DANNY GASCH TRUSTEE 1.00 X 0 0 0 LEAH GEISTFELD TRUSTEE 1.00 X 0 0 0 ROB GLASER TRUSTEE 1.00 X 0 0 0 LESLIE GLAZE TRUSTEE 1.00 X 0 0 0 MELISSA GOLDFINGER TRUSTEE 1.00 X 0 0 0 DEBBIE GOODMAN TRUSTEE 1.00 X 0 0 0 RACHEL GREEN TRUSTEE 1.00 X 0 0 0 JOSH HURAND TRUSTEE 1.00 X 0 0 0 JEFFREY KATZ TRUSTEE 3.00 X 0 0 0 KAREN KATZ TRUSTEE 1.00 X 0 0 0 BRENNA LACEY TRUSTEE 1.00 X 0 0 0 HELAINE LEVY TRUSTEE 1.00 X 0 0 0 LISA LOVALLO TRUSTEE 1.00 X 0 0 0 ANN LOVELL TRUSTEE 1.00 X 0 0 0 NEIL MARKOWITZ TRUSTEE 1.00 X 0 0 0 STEPHEN RODGVELLER TRUSTEE 1.00 X 0 0 0 JONATHAN ROTHSCHILD TRUSTEE 1.00 X 0 0 0 JEREMY SHARPE TRUSTEE 1.00 X 0 0 0 SCOTT SHEFTEL TRUSTEE 1.00 X 0 0 0 JAMES SHINER TRUSTEE 1.00 X 0 0 0 SHELLY SILVERMAN TRUSTEE 1.00 X 0 0 0 GRAHAM HOFFMAN JCF CEO 40.00 X 295309 0 30991 JANE ESPINOZA JCF CFO 40.00 X 124912 0 7562 BRENDA LANDAU EMPLOYEE 32.00 X 100217 0 0 520438 0 38553 3 0 1 0 0 216058 21468811 900000 21684869 ADMIN FEES / OTHER 900099 314681 314681 314681 6364729 6364729 9002819 8173754 829065 829065 829065 29193344 314681 0 7193794 9669454 9669454 263809 124497 107002 32310 394956 186388 160196 48372 161893 76401 65664 19828 4192 2752 1106 334 31693 17280 11070 3343 269625 266237 2602 786 50808 48005 2153 650 11574 5462 4694 1418 53710 25347 21785 6578 21999 10382 8923 2694 11173 5273 4532 1368 2280 1076 925 279 32681 22113 8117 2451 DEVELOPMENT AND PROMOTI 11930 5630 4839 1461 TELEPHONE 7496 3538 3040 918 REAL ESTATE TAXES 3549 3549 11002822 10473384 406648 122790 467 11059 22018873 32249267 45041 0 1962242 1991618 32915 51972 207974 121953 75201 86021 66994674 76524050 21430350 28222737 14171911 18708184 126731674 157844908 175909 219706 268250 343853 1200 34784069 41871724 35228228 42436483 X 76443969 99093696 15059477 16314729 91503446 115408425 126731674 157844908 18190522 5714457 0 X X 0 1 X 1 0 X 7377007 11623979 13968429 11197665 21684869 65851949 7377007 11623979 13968429 11197665 21684869 65851949 17767122 48084827 1230253 1710055 1548621 1114498 7493722 13097149 -739 -1197 -77420 -2745 14753 -67348 78881750 0.60960 0.48150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 241 19054727 56871372 1 1 38417941 1656524 5683461 992613 465944 44299369 34739273 1422205 3745014 1317901 170650 38417941 30617326 851974 4710698 1295627 145098 34739273 33311708 328489 -1649898 1237149 135824 30617326 30131061 280634 4228817 1229155 99649 33311708 0.76000 0.16000 0.08000 0 0 11403 9883 1520 196571 112070 84501 86021 ALTERNATIVE INVESTMENTS 28222737 F 28222737 ACCRUED INTEREST RECEIVABLE 50134 PARTNERSHIP INT AND CLOSELY HELD CORP 8443025 CASH SURRENDER VALUE LIFE INSURANCE 4820144 BENEFICIAL INTEREST IN TRUST, NET 4494881 REAL PROPERTY HELD FOR SALE 900000 18708184 FUNDS HELD FOR OTHERS 41204255 DESIGNATED OBLIGATIONS 667469 41871724 X 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 1 ADL - ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 131818723 17000 0 SUPPORT AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE 633 THIRD AVENUE 20TH FLOOR NEW YORK NY 10017 131623886 11400 0 SUPPORT AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 521623781 753277 0 SUPPORT AMERICAN SOCIETY FOR THE PROTECTION OF NATURE IN ISRAEL 15 EAST 40TH STREET STE 904 NEW YORK NY 10016 521467954 10000 0 SUPPORT ANGEL CHARITY FOR CHILDREN 3132 N SWAN ROAD TUCSON AZ 85712 860472794 21000 0 SUPPORT ARIZONA DAILY STAR SPORTSMENS FUND INC P O 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ORGANIZATION 800 EIGHTH STREET NW WASHINGTON DC 20001 311794932 31555 0 SUPPORT BOYS AND GIRLS CLUB OF TUCSON PO BOX 40217 TUCSON AZ 85717 860172257 20252 0 SUPPORT BOYS TO MEN 3708 VILLAGE RUN DR DES MOINES IA 503175113 464884647 7100 0 SUPPORT CHABAD AT THE UNIVERSITY OF ARIZONA 1436 E DRACHMAN STREET TUCSON AZ 857194209 261892963 7700 0 SUPPORT CHABAD LUBAVITCH OF FREDERICK 1 WEST 9TH STREET FREDERICK MD 21701 263271247 10000 0 SUPPORT CHABAD OF CORONADO 1330 ORANGE AVE STE 120-130 CORONADO CA 92118 330147470 13700 0 SUPPORT CLAL THE NATIONAL JEWISH CENTER 440 PARK AVENUE S 4TH FL NEW YORK NY 10016 237390358 6555 0 SUPPORT COMMUNITY FOOD BANK OF SA PO BOX 551 TUCSON AZ 85702 510192519 112185 0 SUPPORT COMMUNITY FOUNDATION FOR SA 5049 E BROADWAY BLVD STE 201 TUCSON AZ 85711 942681765 18750 0 SUPPORT CONGREGATION ANSHEI ISRAEL 5550 E FIFTH STREET TUCSON AZ 85711 860117384 98614 0 SUPPORT CONGREGATION CHOFETZ CHAYIM 5150 E FIFTH STREET TUCSON AZ 85711 860369304 19529 0 SUPPORT 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SUPPORT LEAD GUITAR PO BOX 40206 TUCSON AZ 85717 261416560 26000 0 SUPPORT LOS ANGELES RONALD MCDONALD HOUSE 4560 FOUNTAIN AVENUE LOS ANGELES CA 90029 953167869 14500 0 SUPPORT MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 02114 041564655 75000 0 SUPPORT MENORAH PARK CENTER FOR SENIOR LIVING 27100 CEDAR ROAD BEACHWOOD OH 44122 340714443 5474 0 SUPPORT OUR FAMILY SERVICES 2590 N ALVERNON WAY TUCSON AZ 85712 942598560 25000 0 SUPPORT PRIMAVERA FOUNDATION 151 W 40TH STREET TUCSON AZ 85713 860733182 6400 0 SUPPORT PROTECT DEMOCRACY PROJECT 82 NASSAU STREET 601 NEW YORK NY 10038 814777062 150000 0 SUPPORT RABBI ELCHANAN THEOLOGICAL SEMINARY 515 WEST 185TH STREET RM 629 NEW YORK NY 10033 132673756 21896 0 SUPPORT ROSE COMMUNITY FOUNDATION 4500 CHERRY CREEK DRIVE SOUTH SUITE 900 DENVER CO 80246 840920862 50000 0 SUPPORT SCHWAB CHARITABLE FUND 211 MAIN STREET SAN FRANCISCO CA 94105 311640316 51033 0 SUPPORT SCULPTURETUCSONORG PO BOX 816 TUCSON AZ 85702 814077958 23500 0 SUPPORT SIMON WIESENTHAL CENTER 1399 S ROXBURY DRIVE LOS ANGELES CA 90035 953964928 8500 0 SUPPORT SO ARIZONA SYMPHONY ORCHESTRA PO BOX 43131 TUCSON AZ 85733 953403204 25000 0 SUPPORT SOCIAL VENTURE PARTNERS TUCSON 5049 E BROADWAY BLVD STE 233 TUCSON AZ 85711 822964855 25500 0 SUPPORT SOCIETY TO IMPROVE DIAGNOSIS IN MEDICINE 1501 HINMAN AVENUE UNIT 7B EVANSTON IL 60201 452670824 242000 0 SUPPORT SOUTHERN ARIZONA CHILDREN'S ADVOCACY CENTER 2329 E AJO WAY TUCSON AZ 85713 263208123 20000 0 SUPPORT SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 630598743 15250 0 SUPPORT STEP UP TO JUSTICE 320 N COMMERCE PARK LP STE 100 TUCSON AZ 85745 813776452 27500 0 SUPPORT SUNNYSIDE FOUNDATION 2485 W TORTOLITA BLUFFS DRIVE TUCSON AZ 85742 860459085 7300 0 SUPPORT TEMPLE ALIYAH 6025 VALLEY CIRCLE BLVD WOODLAND HILLS CA 91367 952236425 15000 0 SUPPORT TEMPLE BETH SHOLOM 4200 MUNSON TOPEKA KS 66604 480679976 11000 0 SUPPORT TEMPLE EMANU-EL 225 N COUNTRY CLUB ROAD TUCSON AZ 85716 860117389 30656 0 SUPPORT THE JEWISH FEDERATIONS OF NORTH AMERICA INC 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 20827 0 SUPPORT TU NIDITO CHILDREN & FAMILY SERVICES 3922 N MOUNTAIN AVENUE TUCSON AZ 85719 860769031 32650 0 SUPPORT TUCSON DESERT SONG FESTIVAL P O BOX 65866 TUCSON AZ 857285866 273777745 25000 0 SUPPORT TUCSON GIRLS CHORUS ASSOCIATION INC 4020 E RIVER ROAD TUCSON AZ 857186950 860505318 6000 0 SUPPORT TUCSON HEBREW ACADEMY 3888 E RIVER ROAD TUCSON AZ 85718 860274412 279761 0 SUPPORT TUCSON JEWISH COMMUNITY CENTER 3800 E RIVER ROAD TUCSON AZ 85718 860183578 294659 0 SUPPORT TUCSON MUSEUM OF ART 140 N MAIN AVENUE TUCSON AZ 85701 866006371 6250 0 SUPPORT TUCSON SYMPHONY ORCHESTRA 2175 N SIXTH AVENUE TUCSON AZ 85705 860107538 14959 0 SUPPORT U OF A HILLEL FOUNDATION 1245 E SECOND STREET TUCSON AZ 85719 866053800 91258 0 SUPPORT UC HASTINGS FOUNDATION 200 MCALLISTER STREET SAN FRANCISCO CA 941024978 237135898 150000 0 SUPPORT UNIVERSITY OF ARIZONA FOUNDATION 1111 N 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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. X X X X X X 0 0 0 0 0 0 0 0 0 GRAHAM HOFFMAN JCF CEO 295309 0 0 0 0 0 24000 0 6991 0 326300 0 0 0 X 1 900000 FMV PER APPRAISAL 1 0 1 0 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 JCF TUCSON HOLDINGS LLC 3718 E RIVER ROAD 118 TUCSON AZ 85718 455152892 REAL ESTATE HOLDINGS AZ 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 JEWISH FEDERATION OF SOUTHERN AZ B 1130656 CASH VALUE JEWISH FEDERATION OF SOUTHERN AZ P 58922 FMV JEWISH FEDERATION OF SOUTHERN AZ Q 220482 CASH VALUE JEWISH FEDERATION OF SOUTHERN AZ N 22000 CASH VALUE