2021-08-19T16:48:29-05:00 2020-12-31 860360084 HBL CPAS PC 5470 E BROADWAY BLVD TUCSON AZ 85711 990 2020-01-01 860718936 THE JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA JEWI 5205770388 3718 E RIVER ROAD 118 TUCSON AZ 85718 STEVE RODGVELLER SECRETARY / TREASURER 5205770388 2021-08-19 1 STEVE RODGVELLER 999009999 MICHAEL J DEVRIES P00748581 5208863181 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z ANNE HAMEROFF 3718 E RIVER ROAD 118 TUCSON AZ 85718 31729649 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 9 50 -2745 0 13968429 11197665 266927 400577 2940410 2489894 603587 162493 17779353 14250629 8053571 12804748 0 0 852213 883277 0 0 144674 1210094 1202171 10115878 14890196 7663475 -639567 121105987 126731674 31155002 35228228 89950985 91503446 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 14294370 12804748 400577 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.2020 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 $13 MILLION DOLLARS. ANOTHER $1.6 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 AND $428K WAS RAISED 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). IN 2020, $303K WAS GRANTED OUT TO THE LOCAL COMMUNITY. REMAINING FUNDS WILL BE USED IN 2021 TO ADDRESS LONGER TERM ISSUES CREATED BY THE PANDEMIC. DURING THE YEAR, THE FOUNDATION DEVELOPMENT STAFF ASSISTED DONORS WITH THE CREATION OF LEGACY PLANS AND THE ESTABLISHMENT OF FUNDS TO SUPPORT THE JEWISH AND SECULAR ORGANIZATIONS AND CAUSES THEY CARE MOST ABOUT. OUTREACH EFFORTS WERE IMPLEMENTED TO ENSURE PLANS PREVIOUSLY DEVELOPED STILL MET THE DONOR'S PHILANTHROPIC GOALS. GIVING CIRCLES WERE STARTED AS A DIFFERENT WAY TO ENGAGE DONORS IN PHILANTHROPY.STAFF WORKED WITH A NUMBER OF JEWISH ORGANIZATIONS AND THOSE FROM THE BROADER COMMUNITY TO ESTABLISH OR ENHANCE THEIR ENDOWMENT PROGRAMS WITH CUSTOMIZED ASSISTANCE AND TRAINING. THE JCF ALSO HELD ITS INAUGURAL FUNDRAISING ACADEMY FOR AGENCY FUND HOLDERS. FOR DONORS AND FUND HOLDERS, VARIOUS PROGRAMS WERE PRESENTED VIA ZOOM. PANDEMIC-RELATED TOPICS INCLUDED:-COVID IN OUR COMMUNITY: OPTIMIZING HEALTH DURING A PANDEMIC-HOUSING AND EVICTIONS-FOOD INSECURITYJCF'S INVESTMENT MANAGER, SEI INVESTMENTS PRESENTED A PROGRAM TO DONOR AND AGENCY FUND HOLDERS ON THE MARKET OUTLOOK AND ECONOMY IN THE MIDST OF THE PANDEMIC. 14294370 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 1 0 0 1 5 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 20 20 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X THE ORGANIZATION 5205770388 3718 E RIVER ROAD 118 TUCSON AZ 85718 GRAHAM HOFFMAN JCF CEO 40.00 X 249930 0 22145 JANE ESPINOZA JCF CFO 40.00 X 121388 0 7883 STU MELLAN JFSA CEO & VP/STAFF 1.00 38.00 X 0 229708 16065 ANNE HAMEROFF CHAIR 3.00 X X 0 0 0 AARON ROTTENSTEIN VICE CHAIR/SECRETARY 3.00 X X 0 0 0 STEPHEN RODGVELLER VICE CHAIR/TREASURER 1.00 X X 0 0 0 JANE ASH VICE CHAIR 3.00 X X 0 0 0 ROB GLASER VICE CHAIR 1.00 X X 0 0 0 NEIL MARKOWITZ VICE CHAIR 1.00 X X 0 0 0 MORGAN ABRAHAM 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 MELISSA GOLDFINGER 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 BRENNA LACEY TRUSTEE 1.00 X 0 0 0 DEBORAH OSERAN TRUSTEE 1.00 X 0 0 0 JAMES SHINER TRUSTEE 1.00 X 0 0 0 371318 229708 46093 2 0 1 0 SEI INVESTMENTS CO 100 CIDER MILL ROAD OAKS PA 19456 INVESTMENT MGR 433171 JEWISH FEDERATION OF SOUTHERN ARIZONA 3718 EAST RIVER RD TUCSON AZ 85718 OFFICE RENT AND COMMON AREA EXPENSE 117070 2 11197665 2827963 11197665 ADMIN FEES / OTHER 900099 400577 400577 400577 1111753 -2745 1114498 18607611 249550 17229470 249550 1378141 0 1378141 1378141 FLOW THRU K-1 CAP GAIN 900099 162493 162493 162493 14250629 400577 -2745 2655132 12804748 12804748 406817 197240 158690 50887 330927 160445 129087 41395 24455 11857 9539 3059 72538 35169 28295 9074 48540 23534 18934 6072 4556 3009 1171 376 30255 16085 10729 3441 278305 276123 1652 530 55772 52757 2283 732 15230 7384 5941 1905 9816 4754 3833 1229 52743 25572 20574 6597 119954 58158 46791 15005 8437 4091 3291 1055 54 26 21 7 2297 1114 896 287 616071 607592 6420 2059 TELEPHONE 7703 3734 3005 964 REAL ESTATE TAXES 978 978 14890196 14294370 451152 144674 500 467 15353521 22018873 180 45041 1934424 1962242 24518 32915 196876 121675 6098 75201 68952007 66994674 19657374 21430350 15177365 14171911 121105987 126731674 113022 175909 320188 268250 30721792 34784069 31155002 35228228 X 76103587 76443969 13847398 15059477 89950985 91503446 121105987 126731674 -639567 2192028 0 X X 0 1 X 1 0 X 7786588 7377007 11623979 13968429 11197665 51953668 7786588 7377007 11623979 13968429 11197665 51953668 23618235 28335433 1376986 1230253 1710055 1548621 1114498 6980413 -1363 -739 -1197 -77420 -2745 -83464 58850617 0.48150 0.54080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 239 9741506 11368534 42942398 1 1 34739273 1422205 3745014 1317901 170650 38417941 30617326 851974 4710698 1295627 145098 34739273 33311708 328489 -1649898 1237149 135824 30617326 30131061 280634 4228817 1229155 99649 33311708 27999420 1160478 2146207 1081793 93251 30131061 0.75700 0.17960 0.06340 0 0 155870 80669 75201 41006 41006 0 75201 ALTERNATIVE INVESTMENTS 21430350 F 21430350 ACCRUED INTEREST RECEIVABLE 126734 PARTNERSHIP INT AND CLOSELY HELD CORP 7526572 CASH SURRENDER VALUE LIFE INSURANCE 4737183 BENEFICIAL INTEREST IN TRUST, NET 1781422 14171911 FUNDS HELD FOR OTHERS 34069857 DESIGNATED OBLIGATIONS 714212 34784069 X 16109250 2192028 -48100 2143928 13965322 278305 7002 285307 14250629 14827327 222438 222438 14604889 278305 7002 285307 14890196 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 1,354. LOSS ON DISPOSAL OF ASSET FROM CONSOLIDATED ENTITY -49,454. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE BETWEEN CONSOLIDATED ENTITIES - L2 SERVICE FEE 7,002. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM CONSOLIDATED ENTITY 222,438. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENDITURES BETWEEN CONSOLIDATED ENTITIES - L2 SERVICE FEE 7,002. 1 ADL - ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 131818723 8200 SUPPORT ALZHEIMER'S ASSN - DESERT SW 2990 N SWAN ROAD STE 147 TUCSON AZ 85712 133039601 7800 SUPPORT ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 133039601 32500 SUPPORT AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE 633 THIRD AVENUE 20TH FLOOR NEW YORK NY 10017 131623886 22091 SUPPORT AMERICAN FRIENDS OF DVI 343 E 74TH STREET 8J NEW YORK NY 10021 133202264 6968 SUPPORT AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 521623781 353261 SUPPORT ANGEL CHARITY FOR CHILDREN 3132 N SWAN ROAD TUCSON AZ 85712 860472794 10000 SUPPORT ARIZONA OPERA COMPANY 1636 N CENTRAL AVE PHOENIX AZ 85004 237169261 30982 SUPPORT ARIZONA RECITAL CHOIR PO BOX 41601 TUCSON AZ 85717 860507774 10000 SUPPORT ARIZONA STATE UNIVERSITY FOUNDATION PO BOX 2260 TEMPE AZ 85280 866051042 5000 SUPPORT ARIZONA THEATRE COMPANY PO BOX 1631 TUCSON AZ 85702 860211777 132000 SUPPORT B'NAI B'RITH YOUTH ORGANIZATION 800 EIGHTH STREET NW WASHINGTON DC 20001 311794932 56523 SUPPORT BARK AVENUE FOUNDATION 1413-1/2 KENNETH ROAD STE 245 GLENDALE CA 91201 201329182 100002 SUPPORT BAY LAUREL PFA C/O BRIDGET KATZ 24004 BESSEMER STREET WOODLAND HILLS CA 91367 954378605 5000 SUPPORT BEIT T'SHUVAH 8831 VENICE BLVD LOS ANGELES CA 90034 770152646 5000 SUPPORT BETH SHALOM TEMPLE CENTER PO BOX 884 GREEN VALLEY AZ 85622 860682304 6722 SUPPORT BOYS AND GIRLS CLUB OF TUCSON PO BOX 40217 TUCSON AZ 85717 860172257 15261 SUPPORT BROOKLYN COMMUNITY BAIL FUND 195 MONTAGUE STREET 14TH FL 1414 BROOKLYN NY 11201 901014588 20000 SUPPORT CATHOLIC COMMUNITY SERVICE 140 W SPEEDWAY BLVD STE 230 TUCSON AZ 85705 860100880 10000 SUPPORT CAUSA JUSTA JUST CAUSE PO BOX 7737 OAKLAND CA 94601 550883038 10000 SUPPORT CHABAD LUBAVITCH OF FREDERICK 1 WEST 9TH STREET FREDERICK MD 21701 263271247 5000 SUPPORT CHABAD OF CORONADO 1330 ORANGE AVE STE 120-130 CORONADO CA 92118 330147470 10000 SUPPORT CHABAD OF TUCSON 2411 E ELM STREET TUCSON AZ 85719 860441056 12776 SUPPORT CLAL THE NATIONAL JEWISH CENTER 440 PARK AVENUE S 4TH FL NEW YORK NY 10016 237390358 6523 SUPPORT COLBY OLSEN FOUNDATION 4590 N TIERRA ALTA DRIVE TUCSON AZ 85749 823093500 5000 SUPPORT COMMUNITY FOOD BANK OF SA PO BOX 551 TUCSON AZ 85702 510192519 230356 SUPPORT COMMUNITY FOUNDATION FOR SA 5049 E BROADWAY BLVD STE 201 TUCSON AZ 85711 942681765 66850 SUPPORT CONGREGATION ANSHEI ISRAEL 5550 E FIFTH STREET TUCSON AZ 85711 860117384 93952 SUPPORT CONGREGATION CHOFETZ CHAYIM 5150 E FIFTH STREET TUCSON AZ 85711 860369304 43686 SUPPORT CONGREGATION OR CHADASH 3939 N ALVERNON WAY TUCSON AZ 85718 860836569 20222 SUPPORT CONGREGATION RODEPH SHOLOM 2385 PARK AVENUE BRIDGEPORT CT 06604 946030040 6000 SUPPORT CONGREGATION YOUNG ISRAEL 2443 E FOURTH STREET TUCSON AZ 85719 860671070 8650 SUPPORT DARCHEI NOAM CONGREGATION 2950 JOPPA AVENUE 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50000 SUPPORT GREGORY SCHOOL 3231 N CRAYCROFT ROAD TUCSON AZ 85712 860374130 17000 SUPPORT HEBREW FREE LOAN ASSN OF TUCSON 3718 E RIVER ROAD TUCSON AZ 85718 866052407 20000 SUPPORT HUMANE SOCIETY OF SOUTHERN ARIZONA 635 W ROGER ROAD TUCSON AZ 85705 860112798 6450 SUPPORT INTERFAITH COMMUNITY SERVICES 2820 W INA ROAD TUCSON AZ 85741 860520997 118800 SUPPORT ISRAEL CNTR FOR EXCELLENCE 9 SOUTH 753 CIRCLE AVENUE WILLOWBROOK IL 60527 273032809 23267 SUPPORT JEWISH COMMUNITY FEDERATION OF CLEVELAND 25701 SCIENCE PARK DRIVE BEACHWOOD OH 44122 340714445 10777 SUPPORT JEWISH FAMILY & CHILDREN'S SVCS 4301 E FIFTH STREET TUCSON AZ 85711 860623896 236852 SUPPORT JEWISH FEDERATION OF SA 3718 E RIVER ROAD STE 100 TUCSON AZ 85718 860096795 1846443 SUPPORT JEWISH HISTORY MUSEUM PO BOX 889 TUCSON AZ 85702 860762311 64041 SUPPORT LEAD GUITAR PO BOX 40206 TUCSON AZ 85717 261416560 16000 SUPPORT LOFT CINEMA INC 3233 E SPEEDWAY BLVD TUCSON AZ 85716 460477843 9700 SUPPORT LOS ANGELES RONALD MCDONALD HOUSE 4560 FOUNTAIN AVENUE LOS ANGELES CA 90029 953167869 23000 SUPPORT MAMA'S KITCHEN 3960 HOME AVENUE SAN DIEGO CA 92105 330434246 10000 SUPPORT MENORAH PARK CENTER FOR SENIOR LIVING 27100 CEDAR ROAD BEACHWOOD OH 44122 340714443 5389 SUPPORT MOUNT MADONNA SCHOOL INC 445 SUMMIT ROAD WATSONVILLE CA 95076 510174683 7500 SUPPORT NATURAL RESOURCE DEFENSE COUNCIL 1150 CONRAD COURT HAGERSTOWN MD 21740 132654926 5500 SUPPORT OUR FAMILY SERVICES 2590 N ALVERNON WAY TUCSON AZ 85712 942598560 36250 SUPPORT PASCUA YAQUI TRIBE CHARITABLE ORGANIZATION 7473 S TAA VOOO TUCSON AZ 85757 832106041 10000 SUPPORT PIMA COUNCIL ON AGING 8467 E BROADWAY BLVD TUCSON AZ 85710 860251768 56299 SUPPORT PLANNED PARENTHOOD ARIZONA 4751 N 15TH STREET PHOENIX AZ 85014 860146520 9799 SUPPORT PRIMAVERA FOUNDATION 151 W 40TH STREET TUCSON AZ 85713 860733182 42500 SUPPORT PROTECT DEMOCRACY PROJECT 82 NASSAU STREET 601 NEW YORK NY 10038 814777062 125000 SUPPORT RABBI ELCHANAN THEOLOGICAL SEMINARY 515 WEST 185TH STREET RM 629 NEW YORK NY 10033 132673756 21555 SUPPORT REID PARK ZOOLOGICAL SOCIETY 1030 S RANDOLPH WAY TUCSON AZ 85716 942379052 51000 SUPPORT SCULPTURETUCSONORG PO BOX 816 TUCSON AZ 85702 814077958 54000 SUPPORT SIMON WIESENTHAL CENTER 1399 S ROXBURY DRIVE LOS ANGELES CA 90035 953964928 10000 SUPPORT SISTER JOSE WOMEN'S SHELTER PO BOX 1028 TUCSON AZ 85702 461290517 5050 SUPPORT SO ARIZONA SYMPHONY ORCHESTRA PO BOX 43131 TUCSON AZ 85733 953403204 26000 SUPPORT SOCIETY TO IMPROVE DIAGNOSIS IN MEDICINE 1501 HINMAN AVENUE UNIT 7B EVANSTON IL 60201 452670824 392000 SUPPORT SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 630598743 8600 SUPPORT SRI RAMA FOUNDATION PO BOX 2550 SANTA CRUZ CA 95063 510174683 5000 SUPPORT ST LUKE'S HOME 615 E ADAMS STREET TUCSON AZ 85705 860098924 7500 SUPPORT STEP UP TO JUSTICE 320 N COMMERCE PARK LP STE 100 TUCSON AZ 85745 813776452 44200 SUPPORT STEVEN M GOOTTER FOUNDATION PO BOX 64583 TUCSON AZ 85728 203798976 7000 SUPPORT TEMPLE ALIYAH 6025 VALLEY CIRCLE BLVD WOODLAND HILLS CA 91367 952236425 12500 SUPPORT TEMPLE BETH SHOLOM 4200 MUNSON TOPEKA KS 66604 480679976 11449 SUPPORT TEMPLE EMANU-EL 225 N COUNTRY CLUB ROAD TUCSON AZ 85716 860117389 15641 SUPPORT UNIVERSITY OF CHICAGO 5235 S HARPER COURT 4TH FL CHICAGO IL 60615 362177139 5000 SUPPORT THUNDERBIRD LODGE PRESERVATION SOCIETY PO BOX 6812 INCLINE VILLAGE NV 89450 880434866 10000 SUPPORT TU NIDITO CHILDREN & FAMILY SERVICES 3922 N MOUNTAIN AVENUE TUCSON AZ 85719 860769031 7000 SUPPORT TUCSON BOTANICAL GARDENS 2150 N ALVERNON WAY TUCSON AZ 85712 237037310 8500 SUPPORT TUCSON FESTIVAL OF BOOKS PO BOX 42466 TUCSON AZ 85733 262145432 7000 SUPPORT TUCSON HEBREW ACADEMY 3888 E RIVER ROAD TUCSON AZ 85718 860274412 297794 SUPPORT TUCSON JEWIS COMMUNITY CENTER 3800 E RIVER ROAD TUCSON AZ 85718 860183578 527598 SUPPORT TUCSON MEDICAL CENTER FOUNDATION 5301 E GRANT ROAD TUCSON AZ 85712 860504015 19299 SUPPORT TUCSON MUSEUM OF ART 140 N MAIN AVENUE TUCSON AZ 85701 866006371 35500 SUPPORT 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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. X X X X X X 0 0 0 0 0 0 0 0 0 GRAHAM HOFFMAN JCF CEO 249930 0 0 0 0 0 12673 0 9472 0 272075 0 0 0 STU MELLAN JFSA CEO & VP/STAFF 0 229708 0 0 0 0 0 11630 0 4435 0 245773 0 0 X 66 2578413 FMV X 1 249550 FMV 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. 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 1 1 0 0 0 1 1 0 0 JEWISH FEDERATION OF SOUTHERN AZ B 1846443 CASH VALUE JEWISH FEDERATION OF SOUTHERN AZ K 99954 SL METHOD L2 FOUNDATION L 7002 CASH VALUE JEWISH FEDERATION OF SOUTHERN AZ P 44538 FMV JEWISH FEDERATION OF SOUTHERN AZ Q 42400 CASH VALUE