RAYMOND & GERTRUDE R SALTZMAN FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
RAYMOND & GERTRUDE R SALTZMAN FOUNDATION (EIN 22-2199368)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202213189349307441
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T12:03:30-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN210658561PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOWMAN & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1601 WHITE HORSE ROADAddressLine1Txt
CityVOORHEESCityNm
State AbbreviationNJStateAbbreviationCd
ZIP080432493ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222199368EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RAYMOND & GERTRUDE R SALTZMANBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRAYMBusinessNameControlTxt
Phone8564246226PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11930 EAST MARLTON PIKE N71AddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHARVEY SHAPIROPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8564246226PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHARVEYPersonFirstNm
Person LastSHAPIROPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGLEN J WALTONPreparerPersonNm
PTINP01081348PTIN
Phone8564356200PhoneNum
Preparation2022-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerHARVEY SHAPIROPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11930 EAST MARLTON PIKE N71AddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08003ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$30,297,549GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1978FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionTHE FOUNDATION PROVIDES CHARITABLE GRANTS IN ACCORDANCE WITH ITS MISSION AND GUIDELINES.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$5,186,699PYInvestmentIncomeAmt
CY Investment Income$5,961,665CYInvestmentIncomeAmt
PY Other Revenue$50PYOtherRevenueAmt
CY Other Revenue$50CYOtherRevenueAmt
PY Total Revenue$5,186,749PYTotalRevenueAmt
CY Total Revenue$5,961,715CYTotalRevenueAmt
PY Grants And Similar Paid$2,797,948PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,610,576CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$131,828PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$167,298CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$232,353PYOtherExpensesAmt
CY Other Expenses$248,756CYOtherExpensesAmt
PY Total Expenses$3,162,129PYTotalExpensesAmt
CY Total Expenses$3,026,630CYTotalExpensesAmt
PY Revenues Less Expenses$2,024,620PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,935,085CYRevenuesLessExpensesAmt
Total Assets BOY$97,747,197TotalAssetsBOYAmt
Total Assets EOY$110,514,769TotalAssetsEOYAmt
Total Liabilities BOY$895,099TotalLiabilitiesBOYAmt
Total Liabilities EOY$788,796TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$96,852,098NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$109,725,973NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE RAYMOND & GERTRUDE R. SALTZMAN FOUNDATION (THE "FOUNDATION") IS A SUPPORTING ORGANIZATION OF THE JEWISH FEDERATION OF SOUTHERN NEW JERSEY. IT IS ESTABLISHED TO HELP QUALIFYING RECIPIENTS THROUGH GRANTS IN ACCORDANCE WITH THE WISHES OF RUTH SALTZMAN, WHILE PRESERVING AND IDEALLY GROWING THE FOUNDATION'S ASSETS SO THAT FUTURE GENERATIONS CAN CONTINUE TO BENEFIT FROM MRS. SALTZMAN'S GENEROSITY, IN PERPETUITY. THE FOUNDATION ENCOURAGES MEMBERS OF THE COMMUNITY TO CREATE SIMILAR FOUNDATIONS IN SUPPORT OF THE FEDERATION'S MISSION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,781,612ExpenseAmt
Grant$2,610,576GrantAmt
Revenue$5,961,715RevenueAmt
DescTHE FOUNDATION HAS BEEN ESTABLISHED FOR CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES AS A SUPPORTING ORGANIZATION TO THE JEWISH FEDERATION OF SOUTHERN NEW JERSEYDesc
Total Program Service Expenses$2,781,612TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form1098 C Filed0Form1098CFiledInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8564246226PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11930 EAST MARLTON PIKE N71AddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08003ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ARTHUR ABRAMOWITZ
PRESIDENT7.00Yes (X)Yes (X)$0$0$0
HARVEY SHAPIRO
TREASURER7.00Yes (X)Yes (X)$0$0$0
ALAN WECHSLER
TRUSTEE2.00Yes (X)$0$0$0
ROBERT SCHWARTZ
VICE PRESIDENT2.00Yes (X)$0$0$0
ANDI LEVIN
TRUSTEE2.00Yes (X)$0$0$0
BETTY ADLER
TRUSTEE2.00Yes (X)$0$0$0
GLENN FUHRMAN
TRUSTEE5.00Yes (X)$0$0$0
RICHARD GOLDSTEIN
VICE PRESIDENT2.00Yes (X)$0$0$0
VICKI ZELL
SECRETARY27.00Yes (X)$110,000$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$110,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,239,750TotalRevenueColumnAmt
Exclusion$3,239,750ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$27,057,749SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$24,335,834SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,721,915SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,721,915TotalRevenueColumnAmt
Exclusion$2,721,915ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$50TotalRevenueColumnAmt
Related Or Exempt Func Income$50RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$50OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,961,715TotalRevenueColumnAmt
Related Or Exempt Func Income$50RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,961,665ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,610,576TotalAmt
Program Services$2,610,576ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$110,000TotalAmt
Program Services$110,000ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$42,150TotalAmt
Management And General$42,150ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,884TotalAmt
Program Services$2,250ProgramServicesAmt
Management And General$634ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$12,264TotalAmt
Program Services$8,702ProgramServicesAmt
Management And General$3,562ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$164,480TotalAmt
Management And General$164,480ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,514TotalAmt
Program Services$8,324ProgramServicesAmt
Management And General$3,190ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$23,156TotalAmt
Program Services$16,741ProgramServicesAmt
Management And General$6,415ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$191TotalAmt
Program Services$138ProgramServicesAmt
Management And General$53ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,866TotalAmt
Program Services$2,072ProgramServicesAmt
Management And General$794ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$26,703TotalAmt
Program Services$19,305ProgramServicesAmt
Management And General$7,398ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
PROFESSIONAL FEES$15,000$15,000
TELEPHONE$2,687$744$1,943
UTILITIES$1,585$439$1,146
MISCELLANEOUS$574$159$415

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,026,630TotalAmt
Program Services$2,781,612ProgramServicesAmt
Management And General$245,018ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$470,737BOYAmt
EOY$620,514EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,566,017BOYAmt
EOY$1,626,092EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$18,561BOYAmt
EOY$20,644EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$46,865LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$46,865LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,866BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$95,687,782BOYAmt
EOY$108,246,285EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,234BOYAmt
EOY$1,234EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$97,747,197BOYAmt
EOY$110,514,769EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$354,999BOYAmt
EOY$361,494EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$540,100BOYAmt
EOY$427,302EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$895,099BOYAmt
EOY$788,796EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$96,852,098BOYAmt
EOY$109,725,973EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$96,852,098BOYAmt
EOY$109,725,973EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$97,747,197BOYAmt
EOY$110,514,769EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,935,085ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$9,400,148NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$538,642PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION AND CONSTITUENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN210634489EIN
Organization Type7OrganizationTypeCd
Governing Document Listed0GoverningDocumentListedInd
Support$2,133,776SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$2,133,776SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$46,865OtherCostOrOtherBasisAmt
Depreciation$46,865DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$15,197,383TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$9,400,148NetUnrealizedGainsInvstAmt
Revenue Not Reported$9,400,148RevenueNotReportedAmt
Revenue Subtotal$5,797,235RevenueSubtotalAmt
Investment Expenses Not Incld$164,480InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$164,480RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,961,715TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,862,150TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,862,150ExpensesSubtotalAmt
Investment Expenses Not Incld2$164,480InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$164,480ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,026,630TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION FOLLOWS THE PROVISIONS OF ASC-740-10. THIS ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED, OR EXPECTED TO BE CLAIMED, ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. THE FOUNDATION RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION WHEN, BASED ON TECHNICAL MERITS, IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIIONS AS PART OF THE PROVISION FOR INCOME TAXES. THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
JEWISH FEDERATION OF SOUTHERN NEW JERSEY
1301 SPRINGDALE ROADCHERRY HILLNJ08003210634489$2,133,776$0GENERAL SUPPORT
KELLMAN BROWN ACADEMY
1007 LAUREL OAK ROADVOORHEESNJ08073582674116$221,800$0GENERAL SUPPORT
POLITZ SCHOOL
720 COOPER LANDING ROADCHERRY HILLNJ08002223665288$230,000$0GENERAL SUPPORT
B'NAI B'RITH YOUTH ORGANIZATION
8000 8TH STREET NWWASHINGTONDC20001311794932$15,000$0GENERAL SUPPORT
CAMP GAN ISRAEL
1925 KRESSON ROADCHERRY HILLNJ08003223366600$10,000$0GENERAL SUPPORT

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION CONSISTS OF MEMBERS. THE MEMBERS OF THE RAYMOND & GERTRUDE R. SALTZMAN CHARITABLE FUND ARE DIVIDED INTO TWO CLASSES, DESIGNATED AS THE PUBLIC MEMBER AND DONOR MEMBERS. THE PUBLIC MEMBER IS THE JEWISH FEDERATION OF SOUTHERN NEW JERSEY AND IS ENTITLED TO DESIGNATE FOUR (4) TRUSTEES. THE NUMBER OF DONOR MEMBERS SHALL BE THREE (3).
FORM 990, PART VI, SECTION A, LINE 7ATHE PUBLIC MEMBER SHALL BE ENTITLED TO DESIGNATE FOUR TRUSTEES AND THE DONOR MEMBERS, BY A MAJORITY VOTE OF SAID MEMBERS, SHALL BE ENTITLED TO ELECT THREE TRUSTEES. THE OFFICERS OF THE FOUNDATION SHALL BE ELECTED BY THE BOARD OF TRUSTEES AND SHALL CONSIST OF A PRESIDENT, WHO SHALL BE ONE OF THE TRUSTEES, ONE OR MORE VICE PRESIDENTS, AT LEAST ONE OF WHOM SHALL BE A TRUSTEE, AS DETERMINED BY THE TRUSTEES, A SECRETARY AND A TREASURER. THE TRUSTEES MAY CREATE AND FILL SUCH OTHER OFFICES AS THEY SHALL FROM TIME TO TIME DEEM DESIRABLE.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS REVIEWED BY THE BOARD PRIOR TO FILING TO MAKE SURE IT'S COMPLETE AND ACCURATE.
FORM 990, PART VI, SECTION B, LINE 12CA RECORD WAS CREATED OF ANY CONFLICT OF INTEREST POLICY DISCLOSURES. AT EACH BOARD OF TRUSTEES MEETING, MEMBERS ANNOUNCE ANY CONFLICT PRIOR TO DISCUSSION OF AN ISSUE, RECUSE THEMSELVES IF A CONFLICT EXISTS AND ABSTAIN FROM VOTING. THE DISCLOSURE OF THE POTENTIAL CONFLICT AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING IS INCLUDED IN THE MINUTES.
FORM 990, PART VI, SECTION B, LINE 15ANNUAL REVIEWS ARE PERFORMED FOR FOUNDATION EMPLOYEES BY THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE FOUNDATION PRESIDENT AND ONE OTHER OFFICER OR TRUSTEE. THE EXECUTIVE DIRECTOR PROPOSES COMPENSATION FOR ALL EMPLOYEES FOR THE COMING YEAR BASED ON ANNUAL PERFORMANCE REVIEWS, DATA ON COMPENSATION FOR SIMILAR POSITIONS IN THE AREA, AND ANY POTENTIAL CHANGES IN WORK SCOPE. THE RECOMMENDATIONS ARE REVIEWED, FINALIZED AND APPROVED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19ORGANIZATION DOCUMENTS ARE AVAILABLE UPON REQUEST
PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF SOUTHERN NEW JERSEYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11301 SPRINGDALE ROADAddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08003ZIPCd
FieldValueIRS element (for citing)
EIN210634489EIN
Primary ActivitiesTHE FOUNDATION IS AN AFFILIATED FOUNDATION TO JEWISH FEDERATIONPrimaryActivitiesTxt
Legal Domicile StateNJLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF SOUTHERN NEW JERSEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$2,133,776InvolvedAmt

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