RICHMOND JEWISH FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RICHMOND JEWISH FOUNDATION (EIN 54-1623966)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-12-07
- IRS object ID
- 201713419349300121
- Schema version
- 2016v3.0
- 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 | 2017-12-07T11:41:19-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201826687 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pilc & Moseley LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4312 Grove Avenue | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23221 | 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 | 541623966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHMOND JEWISH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 8045458656 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5403 MONUMENT AVENUE | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert I Nomberg | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 8045458656 | PhoneNum |
| Signature | 2017-12-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ellen A Moseley | PreparerPersonNm |
| PTIN | P00441447 | PTIN |
| Phone | 8049188490 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.131.1.0 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-12-07 | IPDt |
| IP Tm | 08:34:07 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B3CEA5CD812B9D965B976AC84D455919FB477C22 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E2DC996EBF7DA7EC1649A877FF70E5EAA0314B0E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robert I Nomberg | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5403 Monument Avenue | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,870,771 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.rjfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,489,675 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,529,654 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $730,248 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,375,845 | CYInvestmentIncomeAmt |
| PY Other Revenue | $317,294 | PYOtherRevenueAmt |
| CY Other Revenue | $310,564 | CYOtherRevenueAmt |
| PY Total Revenue | $2,537,217 | PYTotalRevenueAmt |
| CY Total Revenue | $4,216,063 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,648,009 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,799,866 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $323,031 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $347,724 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $208,889 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $318,501 | PYOtherExpensesAmt |
| CY Other Expenses | $325,348 | CYOtherExpensesAmt |
| PY Total Expenses | $2,289,541 | PYTotalExpensesAmt |
| CY Total Expenses | $3,472,938 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $247,676 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $743,125 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,377,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,273,663 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,555,847 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,846,349 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,821,947 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,427,314 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,954,760 | ExpenseAmt |
| Grant | $2,799,866 | GrantAmt |
| Desc | Last year the Richmond Jewish Foundation awarded almost $2,800,000 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. | Desc |
| Total Program Service Expenses | $2,954,760 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8045458653 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5403 MONUMENT AVENUE | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23226 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Adam S Plotkin | ||||||
| Chairman | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Frances Goldman | ||||||
| Vice-Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GD Rothenberg | ||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Miriam R Davidow | ||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Stacey R Baum | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Thomas D Byer | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Andrew S Brownstein | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Yossi Ciment | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| David Fratkin | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| David I Greenberg | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ruth N Greene | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Susan Craven Johnson | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Seth Kaplan | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Roger F Leibowitz | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Gail D Moskowitz | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Walter N Rabhan | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jeffrey A Scharf | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jay Schwartz | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Nannette L Shor | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel M Siegel | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sandra Sisisky | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| James L Weinberg | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Robert I Nomberg | ||||||
| President/CEO | 50.00 | Yes (X) | Yes (X) | $133,550 | $0 | $25,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $133,550 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,032 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,529,654 | AllOtherContributionsAmt |
| Noncash Contributions | $1,476,247 | NoncashContributionsAmt |
| Total Contributions | $2,529,654 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $501,831 | TotalRevenueColumnAmt |
| Exclusion | $501,831 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,528,722 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,654,708 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $874,014 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $874,014 | TotalRevenueColumnAmt |
| Exclusion | $874,014 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE INCOME | Desc |
| Business | 523000 | BusinessCd |
| Total Revenue Column | $310,564 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $310,564 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $310,564 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,216,063 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $310,564 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,375,845 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,799,866 | TotalAmt |
| Program Services | $2,799,866 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,428 | TotalAmt |
| Program Services | $16,243 | ProgramServicesAmt |
| Management And General | $71,468 | ManagementAndGeneralAmt |
| Fundraising | $74,717 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,066 | TotalAmt |
| Program Services | $13,607 | ProgramServicesAmt |
| Management And General | $59,869 | ManagementAndGeneralAmt |
| Fundraising | $62,590 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,497 | TotalAmt |
| Program Services | $2,949 | ProgramServicesAmt |
| Management And General | $12,979 | ManagementAndGeneralAmt |
| Fundraising | $13,569 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,733 | TotalAmt |
| Program Services | $1,973 | ProgramServicesAmt |
| Management And General | $8,683 | ManagementAndGeneralAmt |
| Fundraising | $9,077 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,300 | TotalAmt |
| Program Services | $1,030 | ProgramServicesAmt |
| Management And General | $4,532 | ManagementAndGeneralAmt |
| Fundraising | $4,738 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,046 | TotalAmt |
| Program Services | $3,605 | ProgramServicesAmt |
| Management And General | $15,860 | ManagementAndGeneralAmt |
| Fundraising | $16,581 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,142 | TotalAmt |
| Program Services | $814 | ProgramServicesAmt |
| Management And General | $3,582 | ManagementAndGeneralAmt |
| Fundraising | $3,746 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,204 | TotalAmt |
| Program Services | $620 | ProgramServicesAmt |
| Management And General | $2,730 | ManagementAndGeneralAmt |
| Fundraising | $2,854 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Administration of Endow | $218,967 | $109,484 | $109,483 | |
| Marketing | $32,059 | $3,206 | $14,106 | $14,747 |
| Jewish Federations of N | $10,000 | $1,000 | $4,400 | $4,600 |
| Continuing Education | $3,630 | $363 | $1,597 | $1,670 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,472,938 | TotalAmt |
| Program Services | $2,954,760 | ProgramServicesAmt |
| Management And General | $309,289 | ManagementAndGeneralAmt |
| Fundraising | $208,889 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,544 | BOYAmt |
| EOY | $64,054 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $79,018 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,262 | BOYAmt |
| EOY | $5,150 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $64,757 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,034 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,828 | BOYAmt |
| EOY | $16,723 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,426,846 | BOYAmt |
| EOY | $29,355,216 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,858,990 | BOYAmt |
| EOY | $6,720,178 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,324 | BOYAmt |
| EOY | $33,324 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,377,794 | BOYAmt |
| EOY | $36,273,663 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,293 | BOYAmt |
| EOY | $365,667 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,353,554 | BOYAmt |
| EOY | $12,480,682 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,555,847 | BOYAmt |
| EOY | $12,846,349 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,326,032 | BOYAmt |
| EOY | $9,544,327 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,784 | BOYAmt |
| EOY | $1,475,267 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,503,131 | BOYAmt |
| EOY | $12,407,720 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,821,947 | BOYAmt |
| EOY | $23,427,314 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,377,794 | BOYAmt |
| EOY | $36,273,663 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $743,125 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $788,393 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $73,849 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $1,647,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,105,110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,718,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,489,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,529,654 | CurrentTaxYearAmt |
| Total | $8,490,694 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,647,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,105,110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,718,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,489,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,529,654 | CurrentTaxYearAmt |
| Total | $8,490,694 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,258,550 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,232,144 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $345,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $332,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $371,653 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $405,444 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $501,831 | CurrentTaxYearAmt |
| Total | $1,956,575 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $245,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $268,816 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $302,502 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $317,294 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $310,564 | CurrentTaxYearAmt |
| Total | $1,444,484 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,891,753 | TotalSupportAmt |
| Public Support CY170 | 0.52410 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 72 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,857,896 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,920,809 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,361,318 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,882,337 | BeginningYearBalanceAmt |
| Contributions | $883,121 | ContributionsAmt |
| Investment Earnings Or Losses | $1,628,057 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $919,010 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $475,092 | AdministrativeExpensesAmt |
| End Year Balance | $15,999,413 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,774,143 | BeginningYearBalanceAmt |
| Contributions | $1,414,396 | ContributionsAmt |
| Investment Earnings Or Losses | -$42,101 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $678,442 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $585,659 | AdministrativeExpensesAmt |
| End Year Balance | $14,882,337 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,613,066 | BeginningYearBalanceAmt |
| Contributions | $1,128,015 | ContributionsAmt |
| Investment Earnings Or Losses | $237,336 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $649,396 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $554,878 | AdministrativeExpensesAmt |
| End Year Balance | $14,774,143 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,871,247 | BeginningYearBalanceAmt |
| Contributions | $685,832 | ContributionsAmt |
| Investment Earnings Or Losses | $1,976,037 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $460,668 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $459,382 | AdministrativeExpensesAmt |
| End Year Balance | $14,613,066 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,815,668 | BeginningYearBalanceAmt |
| Contributions | $637,490 | ContributionsAmt |
| Investment Earnings Or Losses | $1,237,533 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $306,059 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $513,385 | AdministrativeExpensesAmt |
| End Year Balance | $12,871,247 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19220 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.80780 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,757 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,034 | DepreciationAmt |
| Book Value | $16,723 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,723 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Alternative Investments | $4,611,017 | F |
| Cash Value of Life Insurance | $2,109,161 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,720,178 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuities Payable | $2,282,095 |
| Funds Managed for Others | $10,187,425 |
| Defined Benefit Pension Liability | $11,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,480,682 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,004,456 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $788,393 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $788,393 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,216,063 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,216,063 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,399,089 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$73,849 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$73,849 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,472,938 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,472,938 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2013. The Foundation is not currently under audit by any tax jurisdiction. |
| Part XII, Line 2d - Other Adjustments: | Change in Value of Split Interest Agreement -73,849. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|
| Weinstein Jewish Community Center | |||||
| 5403 Monument Ave | Richmond | VA | 23226 | $137,209 | General |
| Congregation Beth Ahabah | |||||
| 1111 W Franklin Street | Richmond | VA | 23220 | $33,887 | General |
| Beth Sholom Lifecare Campus | |||||
| 1600 John Rolfe Parkway | Richmond | VA | 23238 | $5,702 | General |
| Boys and Girls Clubs of Metro Richmond | |||||
| 5511 Staples Mill Road | Richmond | VA | 23228 | $10,000 | General |
| Jewish Community Federation of Richmond | |||||
| 5403 Monument Ave | Richmond | VA | 23226 | $633,829 | General |
| St Paul's Episcopal Church | |||||
| 815 E Grace Street | Richmond | VA | 23219 | $10,000 | General |
| Temple Beth El | |||||
| 3330 Grove Ave | Richmond | VA | 23221 | $21,654 | General |
| Rudlin Torah Academy | |||||
| 3809 Patterson Ave | Richmond | VA | 23221 | $273,096 | General |
| Chabad of Virginia | |||||
| 212 Gaskins Road | Richmond | VA | 23238 | $26,746 | General |
| Cape Henry Collegiate | |||||
| 1320 Mill Dam Road | Virginia Beach | VA | 23454 | $8,000 | General |
| Collegiate School | |||||
| 103 N Mooreland Road | Richmond | VA | 23229 | $25,000 | General |
| Jewish Family Services | |||||
| 6718 Patterson Avenue | Richmond | VA | 23226 | $15,303 | General |
| Jewish Federations of North America | |||||
| 25 Broadway Ste 1700 | New York | NY | 10004 | $11,000 | General |
| MCV Foundation | |||||
| PO Box 980275 | Richmond | VA | 23298 | $82,586 | General |
| Virginia Commonwealth University | |||||
| PO Box 842019 | Richmond | VA | 23284 | $7,536 | General |
| Richmond Animal League | |||||
| 11401 International Drive | Richmond | VA | 23236 | $2,000 | General |
| American Jewish Joint Distribution Committee | |||||
| 711 3rd Avenue | New York | NY | 10017 | $49,205 | General |
| NCSY | |||||
| 4001 Clarks Lane | Baltimore | MD | 21215 | $12,100 | General |
| Seven Hills School | |||||
| 1311 Overbrook Road | Richmond | VA | 23220 | $5,365 | General |
| Keneseth Beth Israel | |||||
| 6300 Patterson Avenue | Richmond | VA | 23226 | $43,810 | General |
| St James Episcopal Church | |||||
| 1205 W Franklin Street | Richmond | VA | 23220 | $10,500 | General |
| Smithsonian Environmental Research Center | |||||
| 647 Contees Wharf Road | Edgewater | MD | 21037 | $50,000 | General |
| Virginia Athletics Foundation | |||||
| PO Box 400833 | Charlottesville | VA | 22904 | $8,500 | General |
| Virginia Supportive Housing | |||||
| PO Box 8585 | Richmond | VA | 23226 | $900,000 | General |
| Virginia Holocaust Museum | |||||
| 2000 E Cary Street | Richmond | VA | 23223 | $5,914 | General |
| Congregation Or Ami | |||||
| 9400 W Huguenot Road | Richmond | VA | 23235 | $7,826 | General |
| Orchard House School | |||||
| 500 N Allen Avenue | Richmond | VA | 23220 | $39,023 | General |
| Richmond Academy | |||||
| 12285 Patterson Ave | Richmond | VA | 23238 | $36,000 | General |
| BBYO | |||||
| 5403 Monument Ave | Richmond | VA | 23226 | $5,681 | General |
| Congregation Or Atid | |||||
| 10625 Patterson Ave | Richmond | VA | 23238 | $19,127 | General |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 30 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert I Nomberg | PersonNm |
| Title | President/CEO | TitleTxt |
| Base Compensation Filing Org | $133,550 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $25,032 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $158,582 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | The President/CEO has a signed employment contract approved by the Board of Directors. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 52 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,476,247 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV - Publicly Traded | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 73,849. |
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