2019-09-13T12:03:17-07:00 2018-12-31 860360084 HBL CPAs PC 5470 E Broadway Blvd Tucson AZ 85711 990 2018-01-01 860718936 THE JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA JEWI 5205770388 3718 E RIVER ROAD 118 Tucson AZ 85718 Myles Beck VP/TREASURER 2019-09-13 true MICHAEL J DEVRIES P00748581 5208863181 2018 2019-02-21 02:37:17Z JEFFREY KATZ 3718 E RIVER ROAD 118 Tucson AZ 85718 34144642 false false X www.jcftucson.org X 1992 AZ Empowering individuals, families and organizations to invest in stronger Jewish and global communities for today and tomorrow. 25 25 12 100 -1197 -1197 7377007 11623979 212619 206693 3980258 4596161 605965 3601841 12175849 20028674 12554102 8113002 0 784378 754846 0 120372 1235651 1287338 14574131 10155186 -2398282 9873488 102541956 102307889 27981924 27284331 74560032 75023558 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. false false 9553740 8113002 206693 See Attached Statement. 9553740 true true false false false true false false false true true true false true true false false true false false false false false false true false false true false true false false false false false false false false false false false true false false false true true true true false false true 8 0 true 12 true false false false false false false false false 0 false false false false false false false false false false false false X 25 25 true false false false false false false true true false false true true true true true true true false false X The organization 5205770388 3718 E RIVER ROAD 118 Tucson AZ 85718 JAMES WHITEHILL CHAIR 3.00 0.00 X X 0 0 0 JEFFREY KATZ SR VICE CHAIR 3.00 0.00 X X 0 0 0 ANNE HAMEROFF VP/SECRETARY 3.00 0.00 X X 0 0 0 MYLES BECK VP/TREASURER 3.00 0.00 X X 0 0 0 JANE ASH VICE CHAIR 3.00 0.00 X X 0 0 0 GOGGY DAVIDOWITZ VICE CHAIR 3.00 0.00 X X 0 0 0 ANDRA KARNOFSKY VICE CHAIR 3.00 0.00 X X 0 0 0 STUART SHATKEN IMMD PAST CHAIR 3.00 0.00 X X 0 0 0 RANDY DAVIDSON Trustee 3.00 0.00 X 0 0 0 BRUCE BEYER Trustee 1.00 0.00 X 0 0 0 JENNIFER BELL Trustee 1.00 0.00 X 0 0 0 JENNIFER CASSIUS Trustee 1.00 0.00 X 0 0 0 MADELINE FRIEDMAN Trustee 1.00 0.00 X 0 0 0 STEPHEN CAINE Trustee 1.00 0.00 X 0 0 0 MELISSA GOLDFINGER Trustee 1.00 0.00 X 0 0 0 BRINA GRUSIN Trustee 1.00 0.00 X 0 0 0 LAUREN KAPLAN-BLINKOFF Trustee 1.00 0.00 X 0 0 0 TANDY KIPPUR Trustee 1.00 0.00 X 0 0 0 ED KOVEN Trustee 1.00 0.00 X 0 0 0 BRENNA LACEY Trustee 1.00 0.00 X 0 0 0 LEAH GEISTFELD Trustee 1.00 0.00 X 0 0 0 NEIL MARKOWITZ Trustee 1.00 0.00 X 0 0 0 EVAN MENDELSON Trustee 1.00 0.00 X 0 0 0 CARON MITCHELL Trustee 1.00 0.00 X 0 0 0 ROB GLASER Trustee 1.00 0.00 X 0 0 0 STEPHEN RODGVELLER Trustee 1.00 0.00 X 0 0 0 AARON ROTTENSTEIN Trustee 1.00 0.00 X 0 0 0 JAMES SHINER Trustee 1.00 0.00 X 0 0 0 SHELLY SILVERMAN Trustee 1.00 0.00 X 0 0 0 LINDA TUMARKIN Trustee 1.00 0.00 X 0 0 0 RACHEL GREEN Trustee 1.00 0.00 X 0 0 0 JANE ESPINOZA JCF CFO 40.00 0.00 X 116965 0 11651 TRACY SALKOWITZ JCF CEO 40.00 0.00 X 89969 0 9590 GRAHAM HOFFMAN JCF CEO 40.00 0.00 X 60897 0 4108 STU MELLAN JFSA CEO & VP/STAFF 1.00 40.00 X 0 235491 34260 267831 235491 59609 1 false true false SEI Investments Co 100 Cider Mill Road Oaks PA 19456 Investment Mgr 353631 1 11623979 2048876 11623979 Admin Fees/Consolidated 7371 7371 Admin Fees/Other 199322 199322 206693 1708858 -1197 1710055 0 0 0 13261522 3719776 10785415 3308580 2476107 411196 2887303 2887303 52340 21973 30367 30367 0 0 PARTNERSHIP GAIN OR LOSS 3571474 3571474 3571474 20028674 206693 -1197 8199199 8113002 8113002 0 0 0 295681 138275 125701 31705 0 329555 154117 140101 35337 14379 6724 6113 1542 66057 30892 28082 7083 49174 22996 20905 5273 0 6128 1177 4726 225 29654 15529 11280 2845 0 0 239358 236834 2016 508 135163 87886 37754 9523 28163 13170 11973 3020 27964 13071 11894 2999 49415 23109 21007 5299 0 106002 49572 45064 11366 11133 5206 4733 1194 0 0 0 0 8139 3806 3460 873 632814 624969 6265 1580 REAL ESTATE TAXES 13405 13405 0 10155186 9553740 481074 120372 483 500 3718538 8918758 17829 0 2000000 1209980 0 0 1842367 1892367 0 22234 25472 125476 111277 22338 14199 80124884 70275467 10441174 12302887 0 0 4352109 7668259 102541956 102307889 70781 85142 350123 681745 27561020 26517444 27981924 27284331 X 61788219 62754538 5923937 5417948 6847876 6851072 74560032 75023558 102541956 102307889 9873488 -9409962 X false true X true false X 5304180 12170979 7786588 7377007 11623979 44262733 0 0 5304180 12170979 7786588 7377007 11623979 44262733 13958327 30304406 1053070 1361400 1376986 1230253 1710055 6731764 -5242 -2623 -1363 -739 -1197 -11164 0 50983333 1169988 0.59440 0.54520 X 239 7974474 6774900 35606459 true true 33311708 328489 -1649898 1237149 135824 30617326 30131061 280634 4228817 1229155 99649 33311708 27999420 1160478 2146207 1081793 93251 30131061 27744267 1777798 -426599 1008899 87147 27999420 26349277 739060 1653376 918889 78557 27744267 0.73760 0.22380 0.03860 false false false 84470 76108 8362 41006 35169 5837 14199 12302887 Accrued interest receivable 145097 Rabbi trust 36973 7668259 Designated obligations 704501 Funds held for Others 25812943 26517444 10395338 -9409962 1382 -9408580 19803918 239358 -14602 224756 20028674 9965610 49782 49782 9915828 239358 239358 10155186 Part V, Line 4: Intended uses of the endowment fund. Endowments are held for donor restricted uses and donor advised purposes Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Revenue from consolidated entity $1382 Part XII, Line 2d: Other expenses and losses per audited F/S Expenses from consolidated entity $27809 Cost of special events $21973 false Summer Series 52340 52340 21973 52340 52340 21973 21973 30367 true See attached list Various Various AZ 85718 7212320 0 92 0 Grantmaker's Description of How Grants are Used Grants may only be distributed to 501(c)(3) organizations. Before distributions are made the organization is vetted by obtaining a copy of their IRS Determination Letter, contact information, and a copy of their mission statement. We obtain the organization's IRS status on GuideStars 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. We do not make grants to individuals. X X X X X false false false false false false false false false false STU MELLAN JFSA CEO & VP/STAFF 229626 5865 20666 13594 269751 X 23 2048876 FMV false true false Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et 1) Brenna Lacey and Stephen Rodgveller are married.2) Jeffrey Katz and Randy Davidson are siblings.3) Madeline Friedman was Graham Hoffman's real estate buyers agent for his Tucson home purchase in 2018. Form 990, Part VI, Line 11b: Form 990 Review Process 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 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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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, Line 15a: Compensation Review & Approval Process - CEO, Top Management Annually, a Task Force is given the responsibility of conducting a Key Employee Compensation Survey to ensure that the CEOs total compensation is at an appropriate level. It gathers compensation data from 990s of other organizations and from compensation surveys of similarly situated executives. The findings of the Task Force are brought to the Board. The Board approves the CEOs written employment contract. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available 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. JCF Tucson Holdings LLC 3718 E RIVER ROAD 118 Tucson AZ 85718 455152892 Real Estate Holdings AZ N/A Jewish Federation of Southern AZ 3718 E RIVER ROAD 100 Tucson AZ 85718 860096795 Charitable AZ 501(c)(3) 7 N/A false L2 Foundation 3718 E River Road 118 Tucson AZ 85718 270697033 Charitable Support AZ 501(c)(3) 12 N/A true false true true false false false false false false false false true false false false true false false false Jewish Federation of Southern AZ b 2400760 CASH VALUE Jewish Federation of Southern AZ c 777514 CASH VALUE Jewish Federation of Southern AZ p 10600 FMV L2 Foundation l 7372 CASH VALUE