2018-12-20T14:08:19-06:00 2018-06-30 201826687 Pilc & Moseley LLC 4312 Grove Avenue Richmond VA 23221 990 2017-07-01 541623966 RICHMOND JEWISH FOUNDATION RICH 8045458656 5403 MONUMENT AVENUE Richmond VA 23226 Robert I Nomberg President & CEO 8045458656 2018-12-12 1 Ellen A Moseley P00441447 8049188490 X 24.131.1.0 2018-12-12 09:00:54 ES P 0A1AC2D828EE74ADEB404A0F1461FB0246935415 42C4EB2605D2D7B5952058F5C942C4F3B469326C 2017 2019-02-21 02:37:17Z Robert I Nomberg 5403 Monument Avenue Richmond VA 23226 7361792 0 X www.rjfoundation.org X 1992 VA The Richmond Jewish Foundation is a primary, trusted and expert resource for planned giving and endowments. We engage, educate and inspire generations of donors to create ongoing resources for charitable, religious, and educational needs. Our donors may choose legacies of Tzedakah and Tikkun Olam. We effectively steward philanthropic assets entrusted to our care. 23 23 4 28 0 0 2529654 2358783 0 0 1375845 1211747 310564 345678 4216063 3916208 2799866 1785864 0 0 347724 357192 0 0 216420 325348 346346 3472938 2489402 743125 1426806 36273663 38292324 12846349 13127324 23427314 25165000 X The Richmond Jewish Foundation is a primary, trusted and expert resource for planned giving and endowments. We engage, educate and inspire generations of donors to create ongoing resources for charitable, religious, and educational needs. Our donors may choose legacies of Tzedakah and Tikkun Olam. We effectively steward philanthropic assets entrusted to our care. 0 0 1949442 1785864 Last year the Richmond Jewish Foundation awarded almost $1,800,000 in grants and distributions. These crucial funds enhance the lives of people locally and around the world, addressing needs in such areas as education, health and human services, arts and culture, overseas relief, medical research and social action. 1949442 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X THE ORGANIZATION 8045458653 5403 MONUMENT AVENUE RICHMOND VA 23226 Frances F Goldman Chairman 4.00 X X 0 0 0 GD Rothenberg Treasurer 2.00 X X 0 0 0 Jeffrey A Scharf Secretary 2.00 X X 0 0 0 Miriam R Davidow Assistant Secretary 2.00 X X 0 0 0 Ellen Renee Adams Director 1.00 X 0 0 0 Beryl W Ball Director 1.00 X 0 0 0 Stacey R Baum Director 1.00 X 0 0 0 Thomas D Byer Director 1.00 X 0 0 0 Andrew S Brownstein Director 1.00 X 0 0 0 Yossi Ciment Director 1.00 X 0 0 0 Josh L Goldberg Director 1.00 X 0 0 0 David I Greenberg Director 1.00 X 0 0 0 Wolf Joffe Director 1.00 X 0 0 0 Susan Craven Johnson Director 1.00 X 0 0 0 Seth Kaplan Director 1.00 X 0 0 0 Roger F Leibowitz Director 1.00 X 0 0 0 Michael I Pirron Director 1.00 X 0 0 0 Adam S Plotkin Director 1.00 X 0 0 0 Jessica F Samet Director 1.00 X 0 0 0 Daniel M Siegel Director 1.00 X 0 0 0 Clare R Sisisky Director 1.00 X 0 0 0 Sandra Sisisky Director 1.00 X 0 0 0 James L Weinberg Director 1.00 X 0 0 0 Robert I Nomberg President/CEO 50.00 X 142256 0 29041 142256 0 29041 1 0 1 0 0 2358783 1166515 2358783 654196 654196 4003135 3445584 557551 557551 557551 FEE INCOME 523000 345678 345678 345678 3916208 345678 0 1211747 1785864 1785864 170217 17022 74895 78300 138409 13841 60900 63668 28075 2808 12353 12914 20491 2049 9016 9426 10300 1030 4532 4738 36954 3695 16260 16999 8678 868 3818 3992 5504 550 2422 2532 Administration of Endow 233059 116530 116529 Marketing 36966 3696 16266 17004 Jewish Federations of N 10000 1000 4400 4600 Continuing Education 4885 489 2149 2247 2489402 1949442 323540 216420 64054 29397 79018 82946 5150 5185 68151 53538 16723 14613 29355216 31075396 6720178 7051463 33324 33324 36273663 38292324 365667 373795 12480682 12753529 12846349 13127324 X 9544327 10662258 1475267 1513341 12407720 12989401 23427314 25165000 36273663 38292324 X 1426806 272806 38074 X 0 1 X 1 0 X 1105110 1718593 1489675 2529654 2358783 9201815 1105110 1718593 1489675 2529654 2358783 9201815 1242936 7958879 332200 371653 405444 501831 654196 2265324 268816 302502 317294 310564 345678 1544854 13011993 0.61170 0.52410 X 82 1681959 1059149 7374105 1 1 15999413 1111889 1022741 816103 631764 16686176 14882337 883121 1628057 919010 475092 15999413 14774143 1414396 -42101 678442 585659 14882337 14613066 1128015 237336 649396 554878 14774143 12871247 685832 1976037 460668 459382 14613066 0.18910 0.81090 0 0 68151 53538 14613 14613 Alternative Investments 4854921 F Cash Value of Life Insurance 2196542 F 7051463 Annuities Payable 2266315 Funds Managed for Others 10476142 Defined Benefit Pension Liability 11072 12753529 X 4227088 272806 38074 310880 3916208 0 3916208 2489402 0 2489402 0 2489402 Part V, Line 4: Intended uses of organization's endowment funds: The Genesis Fund, the board-designated, unrestricted endowment is used for Foundation operations and to fund competitive grants. Other endowments are intended for a variety of uses designated by donors. A number of these endowments make an annual distribution to the Jewish Community Federations of North America Annual Campaign which supports various Jewish causes. Other endowment funds support a special purpose or field of interest with a specific philanthropic mission. Part X, Line 2: The Foundation follows Financial Accounting Standards Board ("FASB") guidance for how uncertain tax positions should be recognized, measured, disclosed and presented in the financial statements. Management evaluated the Foundation's tax position and concluded that the Foundation had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. The Foundation is no longer subject to examination by tax authorities for periods before 2014. The Foundation is not currently under audit by any tax jurisdiction. Part XI, Line 2d - Other Adjustments: Change in Value of Split Interest Agreement 38,074. 1 Weinstein Jewish Community Center 5403 Monument Ave Richmond VA 23226 88601 General Congregation Beth Ahabah 1111 W Franklin Street Richmond VA 23220 31079 General Beth Sholom Lifecare Campus 1600 John Rolfe Parkway Richmond VA 23238 71874 General Boys and Girls Clubs of Metro Richmond 5511 Staples Mill Road Richmond VA 23228 9000 General Jewish Community Federation of Richmond 5403 Monument Ave Richmond VA 23226 503040 General St Paul's Episcopal Church 815 E Grace Street Richmond VA 23219 10000 General Temple Beth El 3330 Grove Ave Richmond VA 23221 94275 General Rudlin Torah Academy 3809 Patterson Ave Richmond VA 23221 327867 General Chabad of Virginia 212 Gaskins Road Richmond VA 23238 18463 General Peninsula Temple Beth El 1700 Alameda De Las Pulgas San Mateo CA 94403 5540 General Yeshiva of Virginia 6801 Patterson Avenue Richmond VA 23226 35600 General Jewish Family Services 6718 Patterson Avenue Richmond VA 23226 28495 General Hadassah 50 West 58th Street New York NY 10019 4473 General SPARC 2106 N Hamilton Street Richmond VA 23220 22000 General Virginia Commonwealth University PO Box 842019 Richmond VA 23284 6469 General Jewish Life VCU co Brighter World 115 N Morris Street Richmond VA 23220 14032 General American Jewish Joint Distribution Committee 711 3rd Avenue New York NY 10017 32939 General NCSY 4001 Clarks Lane Baltimore MD 21215 10580 General Seven Hills School 1311 Overbrook Road Richmond VA 23220 10280 General Keneseth Beth Israel 6300 Patterson Avenue Richmond VA 23226 28875 General St James Episcopal Church 1205 W Franklin Street Richmond VA 23220 11000 General Virginia Center for Inclusive Communities 5511 Staples Mill Road 202 Richmond VA 23228 6060 General Virginia Reperatory Theatre 114 W Broad Street Richmond VA 23220 10000 General Aleph Bet Preschool 212 N Gaskins Road Richmond VA 23238 10500 General Virginia Holocaust Museum 2000 E Cary Street Richmond VA 23223 15980 General Richmond Symphony 612 E Grace Street Richmond VA 23219 35000 General Orchard House School 500 N Allen Avenue Richmond VA 23220 36339 General Yeshiva Elementary School 5115 W Keefe Ave Milwaukee WI 53216 5000 General BBYO 5403 Monument Ave Richmond VA 23226 16480 General Congregation Or Atid 10625 Patterson Ave Richmond VA 23238 24732 General Bon Secours Richmond Foundation 5008 Monument Ave 2nd Floor Richmond VA 23230 5600 General A Wider Circle 9159-C Brookville Road Silver Spring MD 20910 5000 General Higher Achievement 4009 Fitzhugh Ave Richmond VA 23230 5000 General Jewish Federation of Greater Houston 5603 S Braeswood Blvd Houston TX 77096 6000 General The Logan School 1005 Yosemite Street Denver CO 80230 25000 General Robert E Loup JCC 350 S Dahlia Street Denver CO 80246 25000 General Junior Achievement of Central Virginia 1801 Libbie Ave 203 Richmond VA 23226 5000 General Jewish Federation of Greater Washington 6101 Executive Blvd Ste 100 North Bethesda MD 20852 5000 General Children's Hospital Foundation 2924 Brook Road Richmond VA 23220 4000 General Maymont Foundation 1700 Hampton Street Richmond VA 23286 5000 General St Joseph's Villa 8000 Brook Road Richmond VA 23227 5000 General Williams College 75 Park Street Williamstown MA 01267 7000 General Special Olympics of Virginia 3212 Skipwith Rd Ste 100 Richmond VA 23294 5000 General Richmond Sports Backers 100 Ave of Champions Street Richmond VA 23230 5000 General Science Museum of Va Foundation PO Box 11624 Richmond VA 23230 5000 General 45 Part I, Line 2: Grants are made from donor-advised funds, from donor-designated permanent endowment funds, and from unrestricted funds in the Genesis fund. Grants from donor-advised funds & donor-designated permanent endowment funds are made to recommended or designated organizations only upon receipt of information that includes verification of Sec. 501(c)(3) status, a mission statement, and current financial information. Additionally, RJF staff will check organizations against 1) IRS Publication 78 and the IRS BMF extract to ensure that the organization has not had its public charity status revoked or suspended, and 2) US Department of Treasury's list of suspected terrorists organizations. Recipients of grants must agree that the grant does not represent the payment or satisfaction of any legally enforceable obligation, and that no material benefit or privilege is provided, in return for the grant, to any person or entity. Several permanent endowments and the Genesis Fund require application for grants. These grants are made to eligible organizations for a specific purpose and the recipient organization must sign an agreement stating that the funds will be used for that purpose. The grantee must submit to the Foundation an "Evaluation of Approved Grants" form, along with proposed & actual budget schedules, within 60 days of completion of a project and no later than 12 months from the date the grant was awarded. The Foundation reserves the right to examine the progress of any grant funded and to cease making payments or require that the recipient return any portion, or the entire grant, if and when appropriate. 1 X X X 0 0 0 0 0 0 0 0 0 Robert I Nomberg President/CEO 142256 0 0 0 0 0 0 0 29041 0 171297 0 0 0 Part I, Line 3 The President/CEO has a signed employment contract approved by the Board of Directors. X 51 1166515 FMV - Publicly Traded 0 1 0 Form 990, Part VI, Section A, line 2 Directors Sandra Sisisky and Clare Sisisky have a family relationship. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by the Executive Committee. Final approval, before filing, is given by the full Board of Directors. Form 990, Part VI, Section B, line 12c Board members are required to review the conflict of interest policy annually. Form 990, Part VI, Section B, line 15a The process for determining compensation of the President/CEO included a review and approval by the Board of Directors. Additionally, the Board used comparability data acquired from the Form 990s of other organizations and compensation surveys. There is a written employment contract between the organization and the President/CEO. Form 990, Part VI, Section C, line 19 Available upon request. Form 990, Part XI, line 9: Change in Value of Split Interest Agreements 38,074.