FURP.ORG / PUBLIC DATA EXPLORER

JEWISH COMMUNITY FOUNDATION OF GREATER: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JEWISH COMMUNITY FOUNDATION OF GREATER (EIN 23-7397882)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-15
IRS object ID
202031979349306438
Schema version
2018v3.2
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)
Return2020-07-15T16:28:10-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953001179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 87AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP908010087ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237397882EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY FOUNDATION OF GREATERBusinessNameLine1Txt
Business Name Line2LONG BEACH & WEST ORANGE COUNTYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone5625062811PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13801 E WILLOW STREETAddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90815ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTUART FRIEDMANPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone5625062811PhoneNum
Signature2020-07-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONITA M JOSEPHPreparerPersonNm
PTINP00286656PTIN
Phone5624351191PhoneNum
Preparation2020-07-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.215.11.242IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-14IPDt
IP Tm13:44:00IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5D04C9354A80B93E424F24406112F0168D52D17DAtSubmissionCreationDeviceId
At Submission Filing Device IdAF10C69A5E1A0E49948DDC35C663156BE3C8813BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerZACHARY BENJAMINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13801 E WILLOW STREETAddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90815ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,160,030GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHLONGBEACH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSUPPORTING THE JEWISH COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent24VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$843,330PYContributionsGrantsAmt
CY Contributions Grants$337,101CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$872,806PYInvestmentIncomeAmt
CY Investment Income$809,964CYInvestmentIncomeAmt
PY Other Revenue$26,328PYOtherRevenueAmt
CY Other Revenue$40,663CYOtherRevenueAmt
PY Total Revenue$1,742,464PYTotalRevenueAmt
CY Total Revenue$1,187,728CYTotalRevenueAmt
PY Grants And Similar Paid$844,964PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$831,427CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$44,958CYTotalFundraisingExpenseAmt
PY Other Expenses$211,784PYOtherExpensesAmt
CY Other Expenses$205,790CYOtherExpensesAmt
PY Total Expenses$1,056,748PYTotalExpensesAmt
CY Total Expenses$1,037,217CYTotalExpensesAmt
PY Revenues Less Expenses$685,716PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$150,511CYRevenuesLessExpensesAmt
Total Assets BOY$18,396,020TotalAssetsBOYAmt
Total Assets EOY$18,142,090TotalAssetsEOYAmt
Total Liabilities BOY$5,758,837TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,531,751TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,637,183NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,610,339NetAssetsOrFundBalancesEOYAmt
MissionSUPPORT THE JEWISH COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$875,167ExpenseAmt
Grant$831,427GrantAmt
DescTHE ORGANIZATION SUPPORTS, THROUGH GRANTS, OTHER ORGANIZATIONS THAT BENEFIT THE JEWISH COMMUNITY.Desc
Total Program Service Expenses$875,167TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
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 RequiredYes (1)ScheduleJRequiredInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
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
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 Members24GoverningBodyVotingMembersCnt
Independent Voting Member24IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
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 CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRAY BROWNPersonNm
Phone5625062811PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13801 E WILLOW STREETAddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90815ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
JAN STEIN
PRESIDENT3.00Yes (X)Yes (X)$0$0$0
EDIE BRODSKY
VICE PRESIDENT3.00Yes (X)Yes (X)$0$0$0
SHARI NEMIROW
TREASURER3.00Yes (X)Yes (X)$0$0$0
RICK FREEMAN
IMMEDIATE PAST PRESIDENT3.00Yes (X)Yes (X)$0$0$0
NICOLE HONIGMAN
BOARD MEMBER - LEGACY CHAIR3.00Yes (X)$0$0$0
ALAN JARRICK
BOARD MEMBER - INV. & FINANCE CHAIR3.00Yes (X)$0$0$0
JERRY KAUFMAN
BOARD MEMBER - AUDIT REPRESENTATIVE3.00Yes (X)$0$0$0
SHERRI SELMANSON
BOARD MEMBER - GRANTS CHAIR3.00Yes (X)$0$0$0
LEA GERBER
BOARD MEMBER - PAST PRESIDENT3.00Yes (X)$0$0$0
JAMES BRESLAUER
BOARD MEMBER - PAST PRESIDENT3.00Yes (X)$0$0$0
EUGENE LENTZNER
BOARD MEMBER - PAST PRESIDENT3.00Yes (X)$0$0$0
SHIRLEY ROSS
BOARD MEMBER - PAST PRESIDENT3.00Yes (X)$0$0$0
LEA GERBER
BOARD MEMBER - PAST PRESIDENT3.00Yes (X)$0$0$0
LAURIE RAYKOFF
BOARD MEMBER - PRES. JEWISH FED.3.00Yes (X)$0$0$0
CHERYL AVIROM
BOARD MEMBER3.00Yes (X)$0$0$0
HELEN ROSENBERG
BOARD MEMBER3.00Yes (X)$0$0$0
ROSECARRIE BROOKS
BOARD MEMBER3.00Yes (X)$0$0$0
KAREN CODMAN
BOARD MEMBER3.00Yes (X)$0$0$0
MELISSA CARR-KREITENBERG
BOARD MEMBER3.00Yes (X)$0$0$0
YITZY GEISINSKY
BOARD MEMBER3.00Yes (X)$0$0$0
AARON KERN
BOARD MEMBER3.00Yes (X)$0$0$0
LEONARD SIMON
BOARD MEMBER3.00Yes (X)$0$0$0
WAYNE SLAVITT
BOARD MEMBER3.00Yes (X)$0$0$0
DAVID TILLMAN
BOARD MEMBER3.00Yes (X)$0$0$0
DEBORAH K GOLDFARB
CHIEF EXECUTIVE OFFICER3.00Yes (X)$0$184,420$17,74640.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$184,420TotReportableCompRltdOrgAmt
Total Other Compensation$17,746TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$33,500RelatedOrganizationsAmt
All Other Contributions$303,601AllOtherContributionsAmt
Noncash Contributions$22,220NoncashContributionsAmt
Total Contributions$337,101TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,011,773TotalRevenueColumnAmt
Exclusion$1,011,773ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,770,493SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,972,302SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$201,809SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$201,809TotalRevenueColumnAmt
Exclusion-$201,809ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescFHOBOA FEESDesc
Business900099BusinessCd
Total Revenue Column$40,663TotalRevenueColumnAmt
Related Or Exempt Func Income$40,663RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$40,663OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,187,728TotalRevenueColumnAmt
Related Or Exempt Func Income$40,663RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$809,964ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$831,427TotalAmt
Program Services$831,427ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,250TotalAmt
Management And General$15,250ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$751TotalAmt
Program Services$170ProgramServicesAmt
Management And General$402ManagementAndGeneralAmt
Fundraising$179FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$691TotalAmt
Program Services$126ProgramServicesAmt
Management And General$415ManagementAndGeneralAmt
Fundraising$150FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,500TotalAmt
Program Services$1,695ProgramServicesAmt
Management And General$4,020ManagementAndGeneralAmt
Fundraising$1,785FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
STAFFING REIMBURSEMENT$180,000$40,484$96,774$42,742
PROGRAM EVENTS$1,168$1,168
CREDIT CARD FEES$430$97$231$102

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,037,217TotalAmt
Program Services$875,167ProgramServicesAmt
Management And General$117,092ManagementAndGeneralAmt
Fundraising$44,958FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$206,021BOYAmt
EOY$44,258EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$24,056BOYAmt
EOY$44,351EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$16,828,870BOYAmt
EOY$16,827,885EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,337,073BOYAmt
EOY$1,225,596EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,396,020BOYAmt
EOY$18,142,090EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,750BOYAmt
EOY$1,169EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$4,549,694BOYAmt
EOY$4,432,283EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,205,393BOYAmt
EOY$1,098,299EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,758,837BOYAmt
EOY$5,531,751EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,337,361BOYAmt
EOY$1,472,255EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,793,236BOYAmt
EOY$3,574,191EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,506,586BOYAmt
EOY$7,563,893EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,637,183BOYAmt
EOY$12,610,339EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,396,020BOYAmt
EOY$18,142,090EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$150,511ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$177,355NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$930,560CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$777,824CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$732,324CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$843,330CurrentTaxYearMinus1YearAmt
Current Tax Year$337,101CurrentTaxYearAmt
Total$3,621,139TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$930,560CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$777,824CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$732,324CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$843,330CurrentTaxYearMinus1YearAmt
Current Tax Year$337,101CurrentTaxYearAmt
Total$3,621,139TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$659,926SubstantialContributorsTotAmt
Public Support Total170$2,961,213PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$898,112CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$778,087CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$788,603CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$844,724CurrentTaxYearMinus1YearAmt
Current Tax Year$1,011,773CurrentTaxYearAmt
Total$4,321,299TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$47,789CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,328CurrentTaxYearMinus1YearAmt
Current Tax Year$40,663CurrentTaxYearAmt
Total$114,780TotalAmt
FieldValueIRS element (for citing)
Total Support$8,057,218TotalSupportAmt
Public Support CY1700.36750PublicSupportCY170Pct
Public Support PY1700.40510PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held69DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$245,991DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$462,271DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$1,258,088DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,624,999BeginningYearBalanceAmt
Contributions$57,307ContributionsAmt
Investment Earnings Or Losses$493,443InvestmentEarningsOrLossesAmt
Other Expenditures$392,055OtherExpendituresAmt
End Year Balance$8,783,694EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,562,192BeginningYearBalanceAmt
Contributions$24,736ContributionsAmt
Investment Earnings Or Losses$491,761InvestmentEarningsOrLossesAmt
Other Expenditures$453,690OtherExpendituresAmt
End Year Balance$8,624,999EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,774,508BeginningYearBalanceAmt
Contributions$147,114ContributionsAmt
Investment Earnings Or Losses$896,381InvestmentEarningsOrLossesAmt
Administrative Expenses$255,811AdministrativeExpensesAmt
End Year Balance$8,562,192EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,793,171BeginningYearBalanceAmt
Contributions$175,028ContributionsAmt
Investment Earnings Or Losses-$193,691InvestmentEarningsOrLossesAmt
End Year Balance$7,774,508EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,803,150BeginningYearBalanceAmt
Contributions$75,190ContributionsAmt
Investment Earnings Or Losses-$85,169InvestmentEarningsOrLossesAmt
End Year Balance$7,793,171EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.14000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.86000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EQUITY - DOMESTIC$2,861,716F
EQUITY - FOREIGN$7,266,116F
FIXED INCOME - DOMESTIC$4,059,469F
FIXED INCOME - FOREIGN$2,640,584F
FieldValueIRS element (for citing)
Total Book Value Securities$16,827,885TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
CHARITABLE REMAINDER TRUST ASSETS$1,098,299
VALUE OF LIFE INSURANCE$127,297
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,225,596TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCHARITABLE REMAINDER TRUST LIABILITIESDesc
Amt$1,098,299Amt
FieldValueIRS element (for citing)
Total Liability$1,098,299TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,010,373TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$177,355NetUnrealizedGainsInvstAmt
Revenue Not Reported-$177,355RevenueNotReportedAmt
Revenue Subtotal$1,187,728RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,187,728TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,037,217TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,037,217ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,037,217TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:OTHER ORGANIZATIONS WITHIN THE JEWISH COMMUNITY HAVE DEPOSITED MONIES WITH THE ORGANIZATION TO HOLD AND MANAGE AS INVESTMENTS. INVESTMENT INCOME (EXPENSE) RELATED TO THESE MONIES IS RECORDED AS AN INCREASE (DECREASE) TO THIS ACCOUNT. THESE FUNDS ARE INCLUDED IN INVESTMENTS ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION.
PART V, LINE 4:ONGOING SUPPORT OF ACTIVITIES BENEFICIAL TO THE JEWISH COMMUNITY.
PART X, LINE 2:THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. HOWEVER, THE ORGANIZATION IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM TRADE OR BUSINESS REGULARLY CARRIED ON AND NOT IN THE FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NOT RECEIVED INCOME FROM ANY UNRELATED TRADE OR BUSINESS AND, AS SUCH, NO INCOME TAX PROVISION HAS BEEN RECORDED ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATION RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. TO DATE, THE ORGANIZATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR CALIFORNIA IS FOUR YEARS.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ALPERT JEWISH COMMUNITY CENTER
3801 E WILLOWLONG BEACHCA90815952280781501(C)3$33,096SUPPORT JEWISH COMMUNITY ACTIVITIES
BOSTON LATIN SCHOOL ASSOCIATION
27 SCHOOL STBOSTONMA02108046035973501(C)3$15,000SUPPORT PROGRAMS INTENDED TO INSPIRE STUDENTS
HEBREW ACADEMY
14401 WILLOW LNWESTMINISTERCA92683330019197501(C)3$8,680SUPPORT JEWISH EDUCATIONAL PROGRAMS
INTERNATIONAL CITY THEATRE
110 PINE ST 820LONG BEACHCA90802330306882501(C)3$12,500SUPPORT THEATRICAL ARTS
JEWISH FAMILY & CHILDREN'S SERVICE
3801 E WILLOWLONG BEACHCA90815952273033501(C)3$10,960SUPPORT COUNSELING IN THE LONG BEACH COMMUNITY
JEWISH FEDERATION OF GREATER LONG BEACH
3801 E WILLOWLONG BEACHCA90815951647830501(C)3$442,498SUPPORT JEWISH COMMUNITY ACTIVITIES
LONG BEACH RONALD MCDONALD HOUSE
500 E 27TH STLONG BEACHCA90806933167869501(C)3$11,125SUPPORT COMMUNITY HEALTH PROGRAMS
LONG BEACH SYMPHONY
555 E OCEAN BLVDLONG BEACHCA90802956004958501(C)3$20,755SUPPORT CULTURAL ARTS PROGRAMS
LOS ANGELES MUSEUM OF THE HOLOCAUST
100 S THE GROVE DRIVELOS ANGELESCA90036460503824501(C)3$10,000SUPPORT EDUCATIONAL PROGRAMS
MUSICAL THEATRE WEST
4350 E 7TH STREETLONG BEACHCA90804956100108501(C)3$5,500SUPPORT CULTURAL ARTS PROGRAMS
TEMPLE BETH DAVID
6100 HEFLEY STWESTMINISTERCA92683330537386501(C)3$6,800SUPPORT JEWISH RELIGIOUS PROGRAMS
TEMPLE ISRAEL
269 LOMA AVELONG BEACHCA90803951684093501(C)3$31,216SUPPORT JEWISH RELIGIOUS PROGRAMS
WASHINGTON INSTITUTE FOR NEAR EAST POLICY
1111 19TH ST NW 500WASHINGTONDC20036521376034501(C)3$10,000SUPPORT INTERNATIONAL RELATIONS PROGRAMS
ABLE ARTS WORK
3626 E PACIFIC COAST HIGHWAYLONG BEACHCA90804953658291501(C)3$7,000SUPPORT CULTURAL ARTS PROGRAMS
FieldValueIRS element (for citing)
Total501c3 Org14Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL GRANTS ARE MADE WITH WRITTEN CONDITIONS ON THE USE OF FUNDS. STAFF IS CHARGED WITH FOLLOW UP CONFIRMATION ON THE APPROPRIATE APPLICATION OF FUNDS GRANTED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E Expnss0WrittenPolicyRefTAndEExpnssInd
Substantiation Required0SubstantiationRequiredInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDEBORAH K GOLDFARBPersonNm
TitleCHIEF EXECUTIVE OFFICERTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$184,420CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$8,179DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$9,567NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$202,166TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationALL EMPLOYEES OF THE ORGANIZATION RECEIVE FREE MEMBERSHIP TO THE ALPERT JEWISH COMMUNITY CENTER FROM THAT ORGANIZATION; NO CASH IS EXCHANGED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2DARYL PHILLIPS AND LEA GERBER HAVE A BUSINESS RELATIONSHIP. DARYL PHILLIPS AND LAURIE RAYKOFF HAVE A BUSINESS RELATIONSHIP. EUGENE LENTZNER AND JUDI LENTZNER HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 7ATRUSTEES OF THE BOARD OF TRUSTEES SHALL BE ELECTED BY THE BOARD OF GOVERNORS OF THE JEWISH FEDERATION OF GREATER LONG BEACH AND WEST ORANGE COUNTY (THE RELATED ORGANIZATION) AFTER NOMINATION FROM THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11BTHE FEDERAL LAW DOES NOT REQUIRE THAT A COPY OF THE 990 BE PROVIDED TO EACH BOARD MEMBER OR THAT EACH BOARD MEMBER REVIEW THE 990. THE AUDIT AND FINANCE COMMITTEE OF THIS ORGANIZATION REVIEW THE 990 PRIOR TO THE FILING OF THE 990. UPON COMPLETION OF THEIR REVIEW AND FINALIZATION OF THE 990, THEY RECOMMEND APPROVAL OF THE RETURN TO THE BOARD OF DIRECTORS. IT IS AVAILABLE FOR REVIEW BY BOARD MEMBERS FOR A PERIOD OF TIME PRIOR TO BOARD RATIFICATION OF THE AUDIT AND FINANCE COMMITTEE'S RECOMMENDATION TO ACCEPT AND FILE THE 990. ANY BOARD MEMBER WHO REQUESTS A COPY IS PROVIDED ONE. UPON THE BOARD'S ACCEPTANCE OF THE AUDIT AND FINANCE COMMITTEE'S RECOMMENDATION TO ACCEPT AND FILE THE 990, IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY AND ANNUALLY REQUESTS BOARD MEMBERS AND ALL EMPLOYEES TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION IS DETERMINED BY AN AFFILIATED ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION MAKES ITS 990 AVAILABLE FOR INSPECTION UPON REQUEST. THE ORGANIZATION WAS FORMED PRIOR TO THE EXISTENCE OF THE IRS FORM 1023.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES AVAILABLE FOR INSPECTION ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF GREATER LONG BEACH AND WEST ORANGE COUNTYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13801 E WILLOWAddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90630ZIPCd
FieldValueIRS element (for citing)
EIN951647830EIN
Primary ActivitiesSUPPORT CHARITABLE PURPOSES THAT AFFECT THE JEWISH COMMUNITY IN LB/OCPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status509(A)(2)PublicCharityStatusTxt
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 OrgYes (1)GiftGrntCapContriFromOthOrgInd
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 OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd