JEWISH COMMUNITY FOUNDATION OF: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH COMMUNITY FOUNDATION OF (EIN 59-3343214)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-01-15
- IRS object ID
- 201820159349300322
- Schema version
- 2016v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-15T12:35:19-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592026532 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES KNUTZEN & ASSOC CPA'S PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5150 BELFORT RD BLDG 300 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593343214 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNITY FOUNDATION OF | BusinessNameLine1Txt |
| Business Name Line2 | NORTHEAST FLORIDA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8505 SAN JOSE BLVD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32217 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARI SHUMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2017-01-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET R DODSON | PreparerPersonNm |
| PTIN | P01238640 | PTIN |
| Phone | 9047255832 | PhoneNum |
| Preparation | 2018-01-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 82911768F0B9C523C4064B3835C1B16C5D1FE919 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 82911768F0B9C523C4064B3835C1B16C5D1FE919 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | SUE NUSSBAUM MD | PrincipalOfficerNm |
| Gross Receipts | $2,161,226 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWISHJACKSONVILLE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Activity Or Mission | TO SUPPORT LOCAL NON-PROFIT ORGANIZATIONS, TO ENSURE THAT SYNAGOGUES AND JEWISH AGENCIES WILL BE THERE IN THE FUTURE SO THAT GENERATIONS TO COME WILL BE ABLE TO ENJOY OUR RICH JEWISH HERITAGE, AND TO EDUCATE THE COMMUNITY ON GIFT PLANNING METHODS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,145,081 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,879,065 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $48,873 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $126,178 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,322,266 | PYInvestmentIncomeAmt |
| CY Investment Income | $155,983 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,516,220 | PYTotalRevenueAmt |
| CY Total Revenue | $2,161,226 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $964,637 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,494,989 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $246,070 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $192,984 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $78,644 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $99,723 | PYOtherExpensesAmt |
| CY Other Expenses | $63,498 | CYOtherExpensesAmt |
| PY Total Expenses | $1,310,430 | PYTotalExpensesAmt |
| CY Total Expenses | $1,751,471 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,205,790 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $409,755 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,265,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,636,264 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,139,474 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,898,282 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,126,141 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,737,982 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT LOCAL NON-PROFIT ORGANIZATIONS, TO ENSURE THAT SYNAGOGUES AND JEWISH AGENCIES WILL BE THERE IN THE FUTURE SO THAT GENERATIONS TO COME WILL BE ABLE TO ENJOY OUR RICH JEWISH HERITAGE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,555,872 | ExpenseAmt |
| Grant | $1,494,989 | GrantAmt |
| Revenue | $126,178 | RevenueAmt |
| Desc | PROVIDING CHARITABLE CONTRIBUTIONS TO VARIOUS NATIONAL, REGIONAL AND LOCAL JEWISH WELFARE, PHILANTHROPIC AND CHARITABLE ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $1,555,872 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSONVILLE JEWISH FEDERATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9044485000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8505 SAN JOSE BLVD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SUE NUSSBAUM MD | ||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RON ELINOFF | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL KORN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GARY PERLMAN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LEN ELIKAN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF EDWARDS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHARI SHUMAN | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MEL GOTTLIEB | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY CANTOR | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MEL FRUIT | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KIM GLASGAL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK GREEN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA JAFFE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK KRAUS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUE LEVINE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREA MAIL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM MARMELSTEIN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELLIOTT ROSENBAUM | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN ROSNER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JUDY SILVERMAN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD SISISKY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID VANDROFF | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GARY WILKINSON | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SANDY ZIMMERMAN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA THOMPSON | ||||||
| EXECUTIVE DI | 37.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,879,065 | AllOtherContributionsAmt |
| Total Contributions | $1,879,065 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUPPORT FROM PARTNER AGENCIES | Desc |
| Total Revenue Column | $126,178 | TotalRevenueColumnAmt |
| Exclusion | $126,178 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $126,178 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,983 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $97,358 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $58,625 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,161,226 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $97,358 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $184,803 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,494,989 | TotalAmt |
| Program Services | $1,494,989 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,073 | TotalAmt |
| Program Services | $45,788 | ProgramServicesAmt |
| Management And General | $68,643 | ManagementAndGeneralAmt |
| Fundraising | $68,642 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,911 | TotalAmt |
| Program Services | $2,478 | ProgramServicesAmt |
| Management And General | $3,716 | ManagementAndGeneralAmt |
| Fundraising | $3,717 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,746 | TotalAmt |
| Management And General | $14,746 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,465 | TotalAmt |
| Management And General | $3,232 | ManagementAndGeneralAmt |
| Fundraising | $3,233 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $837 | TotalAmt |
| Management And General | $837 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,057 | TotalAmt |
| Management And General | $11,057 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,175 | TotalAmt |
| Management And General | $9,175 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,617 | TotalAmt |
| Program Services | $12,617 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,155 | TotalAmt |
| Management And General | $103 | ManagementAndGeneralAmt |
| Fundraising | $3,052 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,588 | TotalAmt |
| Management And General | $3,588 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| LICENSES & FEES | $941 | $941 |
| MISCELLANEOUS | $661 | $661 |
| BANK CHARGES | $256 | $256 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,751,471 | TotalAmt |
| Program Services | $1,555,872 | ProgramServicesAmt |
| Management And General | $116,955 | ManagementAndGeneralAmt |
| Fundraising | $78,644 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,348 | BOYAmt |
| EOY | $238,677 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,396,847 | BOYAmt |
| EOY | $1,266,697 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,664 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,088 | BOYAmt |
| EOY | $43,667 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $724 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,687,668 | BOYAmt |
| EOY | $18,086,499 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,265,615 | BOYAmt |
| EOY | $19,636,264 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,873 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,139,474 | BOYAmt |
| EOY | $14,895,409 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,139,474 | BOYAmt |
| EOY | $14,898,282 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,854,224 | BOYAmt |
| EOY | $2,703,553 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,990 | BOYAmt |
| EOY | $310,748 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,032,927 | BOYAmt |
| EOY | $1,723,681 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,126,141 | BOYAmt |
| EOY | $4,737,982 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,265,615 | BOYAmt |
| EOY | $19,636,264 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $409,755 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $195,711 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $6,375 | DonatedServicesAndUseFcltsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,774,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,186,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,294,238 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,152,731 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,879,065 | CurrentTaxYearAmt |
| Total | $7,287,078 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,774,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,186,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,294,238 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,152,731 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,879,065 | CurrentTaxYearAmt |
| Total | $7,287,078 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $7,287,078 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,923 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,782 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,625 | CurrentTaxYearAmt |
| Total | $230,140 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $125,178 | CurrentTaxYearAmt |
| Total | $125,178 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,642,396 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $97,358 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $624,726 | BeginningYearBalanceAmt |
| Contributions | $427,249 | ContributionsAmt |
| Investment Earnings Or Losses | $941,789 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $62,427 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $17,493 | AdministrativeExpensesAmt |
| End Year Balance | $1,913,844 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $651,377 | BeginningYearBalanceAmt |
| End Year Balance | $624,726 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $605,435 | BeginningYearBalanceAmt |
| Contributions | $22,600 | ContributionsAmt |
| Investment Earnings Or Losses | $13,114 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $54,726 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,639 | AdministrativeExpensesAmt |
| End Year Balance | $624,726 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $586,980 | BeginningYearBalanceAmt |
| Contributions | $6,857 | ContributionsAmt |
| Investment Earnings Or Losses | $72,153 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $26,085 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $6,983 | AdministrativeExpensesAmt |
| End Year Balance | $651,377 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $427,760 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $49,749 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $26,240 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,054 | AdministrativeExpensesAmt |
| End Year Balance | $605,435 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY ENDOWMENT LIABILITIES | Desc |
| Amt | $14,895,409 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,895,409 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,161,226 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $2,161,226 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,161,226 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,751,471 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,751,471 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,751,471 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION'S OPERATIONS ARE EXEMPT FORM FEDERAL TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT IT MAINTAINED ITS EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt |
|---|---|---|---|---|
| JEWISH FAMILY & COMM SVCS | ||||
| 8540 BAYCENTER ROAD | JACKSONVILLE | FL | 32256 | $24,600 |
| RIVER GARDEN | ||||
| 11401 OLD ST AUGUSTINE ROAD | JACKSONVILLE | FL | 32258 | $33,158 |
| CONGREGATION AHAVATH CHESED | ||||
| 8727 SAN JOSE BLVD | JACKSONVILLE | FL | 32217 | $16,522 |
| MAYO CLINIC | ||||
| 7826 OZARK ROAD | JACKSONVILLE | FL | 32256 | $25,000 |
| COMMUNITY FDN OF JACKSONVILLE | ||||
| 245 RIVERSIDE AVENUE | JACKSONVILLE | FL | 32202 | $14,349 |
| JACKSONVILLE JEWISH CENTER | ||||
| 3662 CROWN POINT ROAD | JACKSONVILLE | FL | 32256 | $140,566 |
| JEWISH COMMUNITY ALLIANCE | ||||
| 8505 SAN JOSE BLVD | JACKSONVILLE | FL | 32217 | $23,450 |
| OTHER UNDER 5000 | ||||
| $1,038,449 | ||||
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 6 | LOCAL JEWISH AGENCIES ARE MEMBERS |
| FORM 990, PAGE 6, PART VI, LINE 7A | EACH MEMBER OF THE ORGANIZATION SHALL DESIGNATE A PERSON TO SERVE AS A TRUSTEE OF THE FOUNDATION. ADDITIONAL TRUSTEES ARE ELECTED BY THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A DRAFT OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORSAND THE FINANCE COMMITTEE FRO APPROVAL PRIOR TO BEING FINALIZED WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE FOUNDATION FORWARDS A FORMAL CONFLICT OF INTEREST STATEMENT ANNUALLY THAT BOARD MEMBERS ARE ASKED TO COMPLETE, ADVISING OF DETAILS THAT MIGHT HAVE COME UP/CHANGED/EFFECTED THEIR PERSONAL AND PROFESSIONAL LIVES THAT MIGHT CREATE A CONFLICT OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE FINANCE COMMITTEE RESEARCHES SALARY RANGES AND MAKES RECOMMENDATIONS TP THE BOARD. THE BOARD MEETS ANNUALLY TO REVIEW AND APPROVE SALARY RECOMMENDATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
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