2017-11-13T12:17:04-06:00 2016-12-31 721396621 CARR RIGGS & INGRAM LLC 111 VETERANS BLVD STE 350 METAIRIE LA 70005 990 2016-01-01 720638456 JEWISH ENDOWMENT FOUNDATION JEWI 5045244559 615 BARONNE STREET NO 150 NEW ORLEANS LA 701131019 SAUNDRA K LEVY EXECUTIVE DIRECTOR 5045244559 2017-11-07 1 JACK B KASE CPA PFS P00040367 5048379116 12.229.25.27 2017-11-07 15:22:44 CS P E2DD0A6D3DA92DE2B7CFBFBC905397B655D04ED6 E2DD0A6D3DA92DE2B7CFBFBC905397B655D04ED6 2016 2018-03-14 21:41:22Z SAUNDRA K LEVY 615 BARONNE STREET NO 150 NEW ORLEANS LA 701131019 7892293 0 X WWW.JEFNO.ORG X 1967 LA THE JEWISH ENDOWMENT FOUNDATION (JEF), CHARTERED IN 1967, WAS ESTABLISHED TO RECEIVE, ADMINISTER AND DISTRIBUTE PROPERTY TO SERVE THE JEWISH COMMUNITY OF NEW ORLEANS AND OTHER TAX EXEMPT ORGANIZATIONS OF JEWISH INTEREST. CREATED AS A RESERVE FOR THE FUTURE AND AN INSURANCE POLICY FOR JEWISH CHILDREN, JEF HELPS TO MAINTAIN AND ENHANCE JEWISH LIFE IN OUR COMMUNITY, PROTECTS JEWISH INSTITUTIONS, AND PROVIDES FINANCIAL SUPPORT FOR NEEDED PROJECTS THAT WITHOUT JEF MIGHT GO UNFUNDED. 34 34 8 35 0 0 5396047 6428016 0 0 680581 1044507 0 419770 6076628 7892293 4950067 4604859 0 0 442177 492470 0 0 0 234998 638628 5627242 5735957 449386 2156336 42541847 47215484 7464854 8051796 35076993 39163688 X THE JEWISH ENDOWMENT FOUNDATION (JEF), CHARTERED IN 1967, WAS ESTABLISHED TO RECEIVE, ADMINISTER AND DISTRIBUTE PROPERTY TO SERVE THE JEWISH COMMUNITY OF NEW ORLEANS AND OTHER TAX EXEMPT ORGANIZATIONS OF JEWISH INTEREST. CREATED AS A RESERVE FOR THE FUTURE AND AN INSURANCE POLICY FOR JEWISH CHILDREN, JEF HELPS TO MAINTAIN AND ENHANCE JEWISH LIFE IN OUR COMMUNITY, PROTECTS JEWISH INSTITUTIONS, AND PROVIDES FINANCIAL SUPPORT FOR NEEDED PROJECTS THAT WITHOUT JEF MIGHT GO UNFUNDED. 0 0 4604859 4604859 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS 4604859 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 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 9 0 1 8 1 0 1 UK 0 0 0 0 0 1 1 0 X 34 34 0 0 0 0 1 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X DORIS GAUTHIER CONTROLLER 5045244559 615 BARONNE ST 150 NEW ORLEANS LA 701131019 ALAN FRANCO DIRECTOR 1.00 X 0 0 0 ALLAN BISSINGER VICE PRESIDENT 5.00 X X 0 0 0 ANDREA S LESTELLE PRESIDENT 5.00 X X 0 0 0 ANNE P LOWENBURG DIRECTOR 1.00 X 0 0 0 BENAY BERNSTEIN DIRECTOR 1.00 X 0 0 0 BETTY S MEYERS DIRECTOR 1.00 X 0 0 0 BEVERLY WAINER DIRECTOR 1.00 X 0 0 0 CATHY BART DIRECTOR 1.00 X 0 0 0 DANA SHEPARD DIRECTOR 1.00 X 0 0 0 DAVID KUSHNER DIRECTOR 1.00 1.00 X 0 0 0 DEENA Y GERBER DIRECTOR 1.00 X 0 0 0 EDWARD L SOLL MD FEDERATION PRESIDENT 5.00 X X 0 0 0 INA DAVIS DIRECTOR 1.00 X 0 0 0 JACK C BENJAMIN JR DIRECTOR 1.00 X 0 0 0 JAMES M SPIRO ASSISTANT TREASURER 5.00 X X 0 0 0 JILL ISRAEL DIRECTOR 1.00 X 0 0 0 JONATHAN R KATZ DIRECTOR 1.00 X 0 0 0 JULIE WISE ORECK DIRECTOR 1.00 X 0 0 0 KEITH KATZ DIRECTOR 1.00 X 0 0 0 LAWRENCE M LEHMANN VICE PRESIDENT 5.00 0.25 X X 0 0 0 MARILYN PAILET ZACKIN DIRECTOR 1.00 X 0 0 0 MARK S STEIN DIRECTOR 1.00 1.50 X 0 0 0 MAURY A HERMAN DIRECTOR 1.00 X 0 0 0 MAX N TOBIAS JR DIRECTOR 1.00 X 0 0 0 MELINDA MINTZ DIRECTOR 1.00 X 0 0 0 MICHAEL L STERN SECRETARY 5.00 X X 0 0 0 MICHAEL WEIL DIRECTOR 1.00 X 0 0 0 MORTON H KATZ VICE PRESIDENT 5.00 X X 0 0 0 REUBEN FRIEDMAN DIRECTOR 1.00 X 0 0 0 RICHARD CAHN IMMEDIATE PAST PRESIDENT 5.00 X 0 0 0 ROBERT B BRICKMAN TREASURER 5.00 X X 0 0 0 ROSE S SHER ASSISTANT SECRETARY 5.00 X X 0 0 0 SETH A LEVINE DIRECTOR 1.00 X 0 0 0 SUSAN HESS DIRECTOR 1.00 X 0 0 0 WILLIAM D NORMAN JR DIRECTOR 1.00 X 0 0 0 SAUNDRA K LEVY EXECUTIVE DIRECTOR 35.00 6.00 X 142066 0 12366 142066 0 12366 1 0 1 0 0 6428016 6428016 855024 855024 189483 0 189483 189483 189483 ADMINISTRATIVE REIMBURSEMENT 900099 393422 393422 INSURANCE REIMBURSEMENT 900099 26348 26348 419770 7892293 189483 0 1274794 4604859 4604859 154432 154432 231269 231269 77755 77755 29014 29014 256095 256095 71768 71768 34077 34077 23147 23147 38513 38513 203 203 6933 6933 41339 41339 DEVELOPMENT 134273 134273 ADMINISTRATIVE AND GENE 28289 28289 POSTAGE 3991 3991 5735957 4604859 1131098 0 65395 48285 5607788 4323227 1048652 1636698 131156 113729 24360 17427 40159288 35476176 705473 319476 325086 42541847 47215484 408653 474688 40679 47715 7015522 7529393 7464854 8051796 X 5689633 5280692 28722783 33218419 664577 664577 35076993 39163688 42541847 47215484 X 2156336 1500369 429990 X X 0 1 X 1 0 X 4664760 2933570 3184370 5395997 6428016 22606713 4664760 2933570 3184370 5395997 6428016 22606713 4999784 17606929 927781 687105 582288 483035 855024 3535233 26141946 0.67350 0.77260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 367 126 5903323 4488513 26198772 1 1 664577 664577 664577 664577 664577 664577 664577 664577 664577 664577 1.00000 0 0 131156 113729 17427 17427 FUNDS HELD IN TRUST 7529393 7529393 X 9822652 1500369 429990 1930359 7892293 0 7892293 5735957 0 5735957 0 5735957 PART V, LINE 4: TO PROVIDE AS A RESOURCE TO JEWISH AND OTHER 501(C)(3) CHARITIES. PART X, LINE 2: ON JANUARY 1, 2009, THE FOUNDATION ADOPTED A STANDARD RELATING TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE TAX EFFECT FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE COMBINED FINANCIAL STATEMENTS, ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFITS OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD BE MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE LIKELY THAN NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED, UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. AT THE ADOPTION DATE, THE FOUNDATION APPLIED THE NEW ACCOUNTING STANDARD TO ALL TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINED OPEN. THE FOUNDATION DID NOT MAKE ANY ADJUSTMENT TO BEGINNING NET ASSETS AS A RESULT OF THE IMPLEMENTATION OF THE ACCOUNTING STANDARD. BASED ON ITS EVALUATION, THE FOUNDATION HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INT AGREEMENTS 429,990. 1 AMERICAN FRIENDS OF THE TEL AVIV UNIVERSITY 39 BROADWAY SUITE 1510 NEW YORK NY 10006 131996126 10000 DONATION AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH ST 11TH FLOOR NEW YORK NY 10018 222584370 10000 DONATION AMERICAN RED CROSS - SE LA CHAPTER 2640 CANAL ST NEW ORLEANS LA 70119 530196605 10000 DONATION ANIMAL RESCUE OF NEW ORLEANS 1219 COLISEUM DR NEW ORLEANS LA 70130 510569173 10000 DONATION AVODAH THE JEWISH SERVICE CORPS 4238 ST CHARLES AVE NEW ORLEANS LA 70115 680480736 9000 DONATION BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33RD ST 7TH FLOOR NEW YORK NY 10016 134092050 10000 DONATION BUCKINGHAM BROWNE AND NICHOLS SCHOOL 80 GERRYS LANDING RD CAMBRIDGE MA 02138 042103751 15000 DONATION CHARITIES AID FOUNDATION OF AMERICA 1800 DIAGONAL RD SUITE 150 ALEXANDRIA VA 22314 431634280 10000 DONATION CITY YEAR NEW ORLEANS 805 HOWARD AVE NEW ORLEANS LA 70113 222882549 10000 DONATION CLAL THE NATIONAL JEWISH CENTER FOR LEARNING 440 PARK AVE SOUTH 4TH FLOOR NEW YORK NY 10016 237390358 46000 DONATION CONFERENCE OF PRESIDENTS OF MAJOR AMER JEWISH ORG 633 THIRD AVE 7TH FLOOR NEW YORK NY 10017 133116652 10000 DONATION CONGREGATION BETH ISRAEL HOUSTON 5600 N BROASWOOD BLVD HOUSTON TX 77096 741143080 50000 DONATION CONGREGATION GATES OF PRAYER 4000 W ESPLANADE AVE METAIRIE LA 70002 720467501 41040 DONATION CONGREGATION SHEARITH ISRAEL 9401 DOUGALS AVE DALLAS TX 75225 750976060 34231 DONATION DALLAS HOLOCAUST MUSEUM 211 N RECORD ST STE 100 DALLAS TX 75202 752113723 250000 DONATION FOUNDATION FOR JEWISH CAMP 253 WEST 35TH ST 4TH FLOOR NEW YORK NY 10001 223551013 10000 DONATION FOUNDATION FOR THE DEFENSE OF DEMOCRACIES PO BOX 33249 WASHINGTON DC 20033 134174402 10000 DONATION FUNNY BONES IMPROV 323 ADAMS ST NEW ORLEANS LA 70118 272678626 6000 DONATION HARVARD BUSINESS SCHOOL TEELE HALL SOLDIERS FIELD BOSTON MA 02163 046114711 20000 DONATION HENRY JACKSON SOCIETY INC 71 BROADWAY NEW YORK NY 10006 461190785 15000 DONATION HENRY S JACOBS CAMP 3863 MORRISON RD UTICA MS 39175 131663143 27400 DONATION HOLOCAUST MUSEUM HOUSTON 5401 CAROLINE ST HOUSTON TX 77004 760331398 250000 DONATION ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON RD SUITE H WASHINGTON PA 18976 232519029 10000 DONATION ISRAEL21C 44 MONTGOMERY ST FLOOR 41 SAN FRANCISCO CA 94104 770571579 36000 DONATION JEWISH COMMUNITY CENTER 5342 ST CHARLES NEW ORLEANS LA 70115 720408937 135000 DONATION JEWISH COMMUNITY DAY SCHOOL 5342 ST CHARLES NEW ORLEANS LA 70115 721328328 51000 DONATION JEWISH ENDOWMENT FOUNDATION 615 BARONNE ST SUITE 150 NEW ORLEANS LA 70113 720638456 414248 DONATION JEWISH FAMILY SERVICE 3300 W ESPLANADE AVE SUITE 603 METAIRIE LA 70002 720851575 57574 DONATION JEWISH FAMILY SERVICE OF GREATER DALLAS 5402 ARAPOHO RD DALLAS TX 75248 751992728 20000 DONATION JEWISH FEDERATION OF GREATER BATON ROUGE 4845 JAMESTOWN AVE 210 BATON ROUGE LA 70808 237208853 13000 DONATION JEWISH FEDERATION OF GREATER NEW ORLEANS 3747 W ESPLANADE AVE METAIRIE LA 70002 720408938 345518 DONATION JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS 1101 14TH ST NW SUITE 1110 WASHINGTON DC 20005 521233683 15000 DONATION LIBERTY'S KITCHEN PO BOX 19293 NEW ORLEANS LA 70179 262254285 10000 DONATION LIMMUDFEST NEW ORLEANS 335 ORION AVENUE METAIRIE LA 70005 900513096 15000 DONATION LOUISE S MCGEHEE SCHOOL 2343 PRYTANIA ST NEW ORLEANS LA 70130 720408943 10000 DONATION LOUISIANA PHILHARMONIC ORCHESTRA 1010 COMMON ST SUITE 2120 NEW ORLEANS LA 70112 721189023 25000 DONATION LOUISIANA POLICY INSTUTUTE FOR CHILDREN PO BOX 13552 NEW ORLEANS LA 70185 464487461 10000 DONATION MAZON A JEWISH RESPONSE TO HUNGER PO BOX 96119 WAH DC 20090 222624532 10000 DONATION NATIONAL CONFERENCE ON SOVIET JEWRY 1120 20TH ST NW SUITE 300N WASHINGTON DC 20036 132700517 12000 DONATION NATIONAL WORLD WAR II MUSEUM 945 MAGAZINE ST NEW ORLEANS LA 70130 721200790 15500 DONATION NEW ORLEANS COLLEGE PREPARATORY ACADEMIES 2301 MARENGO ST NEW ORLEANS LA 70115 237122403 15000 DONATION OCHSNER HEALTH SYSTEM DEPARTMENT OF PHILANTHROPY 1514 JEFFERSON HWY BH240 NEW ORLEANS LA 70121 720502505 8000 DONATION PUBLIC JUSTICE FOUNDATION 1620 L ST NW SUITE 630 WASHINGTON DC 20036 591730478 5500 DONATION RESOURCE CENTER-LGBT COMMUNITY CENTER 5750 CEDAR SPRINGS RD DALLAS TX 75235 751892059 6731 DONATION SAVE A CHILD'S HEART FOUNDATION US 10050 CHAPEL ROAD SUITE 18 POTOMAC MD 20854 521783323 15000 DONATION SECOND HARVEST FOOD BANK OF GREATER NEW ORLEANS 700 EDWARDS AVE NEW ORLEANS LA 70123 521814447 10000 DONATION SEVEN ACRES JEWISH SENIOR CARE SERVICES INC 6200 BRAESWOOD BLVD HOUSTON TX 77074 741143086 6731 DONATION SHIR CHADASH CONSERVATIVE CONGREGATION 3737 W ESPLANADE AVE METAIRIE LA 70002 721448252 25000 DONATION SIERRA CLUB FOUNDATION 2101 WEBSTER ST SUITE 1250 OAKLAND CA 94612 946068990 7400 DONATION SOUTHERN ANIMAL FOUNDATION 1823 MAGAZINE ST NEW ORLEANS LA 70130 721324028 10000 DONATION ST PAUL'S EPISCOPAL SCHOOL 161 DOGWOOD LANE MOBILE AL 36608 237035434 20000 DONATION TANGIPAHOA PARISH LIBRARY 204 NE CENTRAL AVE HAMMOND LA 70403 721134025 100000 DONATION TEMPLE SINAI 6227 ST CHARLES AVE NEW ORLEANS LA 70118 30000 DONATION THE COWEN INSTITUTE AT TULANE 1555 POYDRAS ST SUITE 700 NEW ORLEANS LA 70112 720423889 20000 DONATION THE INNER PUP 465 LOWERLINE ST NEW ORLEANS LA 70118 471728816 10000 DONATION TOURO SYNAGOGUE 4238 ST CHARLES AVE NEW ORLEANS LA 70115 81000 DONATION TULANE HILLEL 912 BROADWAY ST NEW ORLEANS LA 70118 726031116 30000 DONATION UNITED WAY OF SOUTHEAST LOUISIANA 7910 MAIN ST SUITE 460 HOUMA LA 70360 720867661 25000 DONATION UNIVERSITY OF MISSISSIPPI FOUNDATION 406 UNIVERSITY AVE OXFORD MS 38655 237310293 10000 DONATION UNIVERSITY OF PENNSYLVANIA ARTS AND SCIENCES 3600 MARKET ST SUITE 300 PHILADEPHIA PA 19104 231352685 10000 DONATION PART I, LINE 2: REQUIRES AN EVALUATION AND MUST BE A 501(C)(3). X X X 0 0 0 0 0 0 0 0 0 SAUNDRA K LEVY EXECUTIVE DIRECTOR 142066 0 0 0 0 0 5695 0 6671 0 154432 0 0 0 PART I, LINE 3 INDEPENDENT BUDGET/FINANCE COMMITTEE AND EXECUTIVE COMMITTEE ARE USED TO DETERMINE THE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - JEWISH FEDERATION OF GREATER NEW ORLEANS - 1 SHARE OF STOCK FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - THE GOVERNING BODY NOMINATES THE BOARD OF DIRECTORS AND THE SHAREHOLDER RATIFIES THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - THE EXECUTIVE COMMITTEE WILL REVIEW THE DRAFT TAX RETURN WITH THE INFORMATION REDACTED FROM SCHEDULE B AT THE REQUEST OF THE CONTRIBUTORS BUT THIS INFORMATION WILL BE INCLUDED IN THE FILING COPY OF THE FORM 990. THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING BY EMAIL NOTIFICATION OF ITS AVAILABILITY ON THE ORGANIZATION'S WEBSITE USING THE PASSWORD PROVIDED. FORM 990, PART VI, SECTION B, LINE 12C A QUESTIONNAIRE WILL BE SENT ANNUALLY TO OFFICERS AND DIRECTORS TO INQUIRE ABOUT ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT BUDGET/FINANCE COMMITTEE AND EXECUTIVE COMMITTEE ARE USED TO DETERMINE THE COMPENSATION FOR EXECUTIVES AND OTHER EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT-INTEREST 429,990. PART XII, LINE 2C THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED DURING THE TAX YEAR. DR AND MRS ISIDORE COHN JR FOUNDATION 615 BARONNE ST NEW ORLEANS LA 70113 721427573 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LA 501(C)(3) 11 TYPE II 0 FERBER FAMILY OF HOUMA FOUNDATION 615 BARONNE ST NEW ORLEANS LA 70113 721221647 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LA 501(C)(3) 11 TYPE II 0 HOLLEY PAVY AND JOHN M DEBLOIS FOUNDAT 615 BARONNE ST NEW ORLEANS LA 70113 720959022 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LA 501(C)(3) 11 TYPE II 0 JEAN AND SAUL A MINTZ FAMILY FOUNDATION 615 BARONNE ST NEW ORLEANS LA 70113 721336540 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LA 501(C)(3) 11 TYPE II 0 JEF REALTY FOUNDATION 615 BARONNE ST NEW ORLEANS LA 70113 721264469 TITLE HOLDING COMPANY FOR JEWISH ENDOWMENT FOUNDATION LA 501(C)(25) 0 JEWISH FEDERATION OF GREATER NEW ORLEANS 3747 W ESPLANADE AVE METAIRIE LA 70002 720408938 TO PROVIDE SUPPORT FOR THE JEWISH COMMUNITY LA 501(C)(3) 11 TYPE III-FI 0 ROBERT B & SHIRLEY K HASPEL ENDOWMENT 615 BARONNE ST NEW ORLEANS LA 70113 720961469 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LA 501(C)(3) 11 TYPE II 0 CHARLES D ZUCKER FOUNDATION 615 BARONNE ST NEW ORLEANS LA 70113 814210473 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LA 501(C)(3) 11 TYPE II 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 FERBER FAMILY OF HOUMA FOUNDATION Q 47219 HOLLEY PAVY DEBLOIS AND JOHN M DEBLOIS FOUNDATION Q 14819 ROBERT B AND SHIRLEY K HASPEL ENDOWMENT FUND Q 18149 DR AND MRS ISIDORE COHN JR FOUNDATION Q 9399 JEAN AND SAUL MINTZ FAMILY FOUNDATION Q 4904 CHARLES D ZUCKER FOUNDATION Q 10438