2019-04-16T17:32:30-05:00 2018-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 7676 HAZARD CENTER DRIVE STE 1300 SAN DIEGO CA 92108 990 2017-07-01 815198317 THE ENDOWMENT FOR FEDERATION ENDO 8582792740 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 BETH SIRULL DEFACTO OFFICER 8582792740 2019-02-13 1 ELSA A ROMERO P00485021 6198104940 2019-02-13 69.30.50.66 2019-02-13 15:59:43 PS P 291E1CD447200036674E20CF9766BBB210D6B041 291E1CD447200036674E20CF9766BBB210D6B041 2017 2019-02-21 02:37:17Z ANDREW RATNER 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 6399495 0 X WWW.JCFSANDIEGO.ORG X 2016 CA TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO. 7 6 0 7 0 0 5830600 5927268 0 0 0 472227 0 0 5830600 6399495 0 500041 0 0 0 0 0 0 0 0 71012 0 571053 5830600 5828442 5806962 11978571 0 0 5806962 11978571 TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO. 0 0 500041 500041 DISTRIBUTION OF CONTRIBUTIONS TO RELIGIOUS, CHARITABLE AND EDUCATIONAL ORGANIZATIONS. 500041 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X BETH SIRULL 8582792740 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 ANDREW RATNER PRESIDENT 1.00 X X 0 0 0 ELAINE CHORTEK SECRETARY 1.00 1.00 X X 0 0 0 ELAINE GALINSON DIRECTOR 1.00 1.00 X 0 0 0 ROBERT RUBENSTEIN DIRECTOR 1.00 X 0 0 0 BRIAN TAUBER DIRECTOR 1.00 1.00 X 0 0 0 ANDREW VITERBI DIRECTOR 1.00 X 0 0 0 LEO SPIEGEL DIRECTOR 1.00 X 0 0 0 BETH SIRULL DEFACTO OFFICER 1.00 40.00 X 0 264765 29435 0 264765 29435 0 0 1 0 0 5927268 5927268 405522 405522 66705 0 66705 66705 66705 6399495 0 0 472227 500041 500041 9531 9531 ADMINISTRATIVE FEES 61481 0 61481 0 571053 500041 71012 0 0 2500 2197 0 4336325 8246595 1468440 3729476 5806962 11978571 0 0 X 5806962 11978571 5806962 11978571 5806962 11978571 5828442 343167 0 X 0 1 X 1 0 X X X 1 JEWISH COMMUNITY FOUNDATION OF SAN DIEGO 952504044 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SECTION A, LINE 6: THE ORGANIZATION PROVIDED SUPPORT IN THE FORM OF GRANTS TO OTHER NON-PROFIT ORGANIZATIONS IN ACCORDANCE WITH THE MISSION OF THE SUPPORTED ORGANIZATION, JEWISH COMMUNITY FOUNDATION OF SAN DIEGO. 5806962 5927268 815393 500041 71012 11978570 5830600 -23638 5806962 1.00000 0 0 0 ALTERNATIVE INVESTMENT 296786 F HEDGE FUNDS 3432690 F 3729476 X 130655811 343167 123913149 124256316 6399495 0 6399495 87920689 87349636 87349636 571053 0 571053 PART V, LINE 4: TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. PART X, LINE 2: THE FOUNDATION FOLLOWS ACCOUNTING STANDARDS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE CONSOLIDATED STATEMENT OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2018 AND 2017 AND NO AMOUNTS HAVE BEEN ACCRUED. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUES PER CONSOLIDATED GAAP STATEMENT 123,913,149. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES PER CONSOLIDATED GAAP STATEMENTS 87,349,636. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 1780705 0 0 0 0 0 0 1780705 0 1780705 0 0 0 0 0 0 0 JEWISH FEDERATION OF SAN DIEGO COUNTY 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 951319015 501(C)(3) 500041 GENERAL 1 0 0 0 0 0 0 0 0 0 BETH SIRULL DEFACTO OFFICER 0 264765 0 0 0 0 0 29435 0 0 0 294200 0 0 PART I, LINE 3 THE HUMAN RESOURCES COMMITTEE OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO EVALUATES AND APPROVES EXECUTIVE COMPENSATION ANNUALLY. THE EVALUATION INCLUDES THE REVIEW OF COMPARABILITY DATA PROVIDED BY INDEPENDENT SOURCES. A WRITTEN EMPLOYMENT CONTRACT GOVERNS CEO COMPENSATION AND OTHER TERMS OF EMPLOYMENT. THE CONTRACT IS REVIEWED BY OUTSIDE COUNSEL AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A JEWISH FEDERATION SHALL APPOINT THREE (3) DIRECTORS (EACH A "JEWISH FEDERATION DIRECTOR"). JEWISH COMMUNITY FOUNDATION OF SAN DIEGO SHALL APPOINT A TOTAL OF FOUR (4) DIRECTORS (EACH A "JCF DIRECTOR"). FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FINAL FORM 990 IS PROVIDED TO ALL BOARD MEMBERS BEFORE FILING. EACH BOARD MEMBER REVIEWS THE 990 AND CONTACTS MANAGEMENT WITH ANY QUESTIONS OR CONCERNS. ANY CHANGES THAT ARISE FROM THE BOARD REVIEW ARE COMMUNICATED TO ALL BOARD MEMBERS BEFORE FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE FOUNDATION REQUESTS THAT EACH BOARD MEMBER DISCLOSE ALL CONFLICTS OF INTEREST BY COMPLETING A CONFLICT OF INTEREST QUESTIONNAIRE. FORM 990, PART VI, SECTION B, LINE 15 THE ENDOWMENT FOR FEDERATION DOES NOT HAVE ANY EMPLOYEES. THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO, A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES. THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO HAS A FORMAL COMPENSATION REVIEW POLICY. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. JEWISH COMMUNITY FOUNDATION OF SAN DIEGO 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 952504044 TO INCREASE SUPPORT FOR A VIBRANT AND SECURE JEWISH AND GENERAL COMMUNITY. CA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0