2017-08-10T15:55:41-07:00 2016-12-31 HBL CPAs PC 5656 E Grant Rd Ste 200 Tucson AZ 85712 990 2016-01-01 860718936 THE JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA JEWI 5205770388 3567 E Sunrise Drive Tucson AZ 85718 Myles Beck Treasurer 2017-08-10 true MICHAEL J DEVRIES P00748581 5208863181 2016 2021-01-29 14:40:06Z James Whitehill 3567 E Sunrise Dr Ste 143 Tucson AZ 85718 10608365 false false X www.jcftucson.org X 1992 AZ Empowering individuals and families today to invest in a stronger Jewish and global community for tomorrow. 26 26 10 100 -1363 -1363 12170979 7736588 167094 178529 5767732 1489284 925214 34235 19031019 9438636 4854884 6971198 0 768929 802104 0 126722 1156594 1193403 6780407 8966705 12250612 471931 91441213 97027327 22918273 24469380 68522940 72557947 JCF is an affiliated corporation of the Jewish Federation of Southern Arizona. Our mission is: Empowering individuals and families today to invest in a stronger Jewish and global community for tomorrow. false false 8400469 6971198 178529 See Attached Statement. 8400469 true true false false false true false false false true true true false false true true false true false false false false false false true false false true false true false false false false false false false false false false false true false false false true true true true false false true 24 0 true 10 true false false false false false false false false 0 false false false false false false false false false false X 26 26 true false false false false false false true true false false false true true true true true true false false AZ X The organization 5205770388 3567 E Sunrise Dr Ste 143 Tucson AZ 85718 Stuart Shatken President 3.00 0.00 X X 0 0 0 James Whitehill President 3.00 0.00 X X 0 0 0 Jeremy Lite VP/SECRETARY 3.00 0.00 X X 0 0 0 Gerald Birin VP/TREASURER 3.00 0.00 X X 0 0 0 Jane Ash Vice President 3.00 0.00 X X 0 0 0 Andra Karnofsky Vice President 3.00 0.00 X X 0 0 0 Keri Silvyn Immed Past Pres 1.00 0.00 X X 0 0 0 Myles Beck Trustee 1.00 0.00 X 0 0 0 Bruce Beyer Trustee - Life 3.00 0.00 X 0 0 0 Jennifer Cassius Trustee 1.00 0.00 X 0 0 0 Goggy Davidowitz Trustee 3.00 0.00 X 0 0 0 Daniel Gasch Trustee - Life 1.00 0.00 X 0 0 0 Brina Grusin Trustee 1.00 0.00 X 0 0 0 Anne Hameroff Trustee 3.00 0.00 X 0 0 0 Jeff Jacobson Trustee 1.00 0.00 X 0 0 0 Lauren Kaplan Blinkoff Trustee 1.00 0.00 X 0 0 0 Jeffrey Katz Trustee 1.00 0.00 X 0 0 0 Ed Koven Trustee 1.00 0.00 X 0 0 0 Brenna Lacey Trustee - Life 1.00 0.00 X 0 0 0 Neil Markowitz Trustee 1.00 0.00 X 0 0 0 Evan Mendelson Trustee 1.00 0.00 X 0 0 0 Caron Mitchell Trustee 1.00 0.00 X 0 0 0 Jerry Neuman Trustee - Life 1.00 0.00 X 0 0 0 Stephen Rodgveller Trustee 1.00 0.00 X 0 0 0 Aaron Rottenstein Trustee 1.00 0.00 X 0 0 0 Myron Rottenstein Trustee 1.00 0.00 X 0 0 0 James Shiner Trustee 1.00 0.00 X 0 0 0 Linda Tumarkin Trustee 1.00 0.00 X 0 0 0 Tom Warne Trustee 1.00 0.00 X 0 0 0 STU MELLAN JFSA PRES/CEO/STAFF 1.00 40.00 X 0 236171 34002 TRACY SALKOWITZ JCF PRES/CEO/STAFF 40.00 0.00 X 205968 0 22169 JANE ESPINOZA CFO 40.00 0.00 X 106981 0 11137 312949 236171 67308 2 false true false SEI Investments Co One Freedom Valley Drive Oaks PA 19456 Investment Mgr 232401 1 7736588 1849638 7736588 Admin Fees/Other 166580 166580 Admin Fees-Consolidated 11949 11949 178529 1375623 -1363 1376986 0 0 0 1106749 154468 1007260 140296 99489 14172 113661 113661 56408 22173 34235 34235 0 0 0 9438636 178529 -1363 1524882 6971198 6971198 0 0 0 338234 133323 160031 44880 0 345568 190746 119235 35587 8817 5033 3205 579 62403 31595 23610 7198 47082 22493 19087 5502 0 7557 5145 1872 540 26036 14005 9339 2692 0 0 160372 158642 1335 395 46398 42460 3057 881 39988 19103 16211 4674 20734 9905 8406 2423 32546 15548 13194 3804 0 94226 45014 38199 11013 3127 1494 1268 365 0 16305 7789 6610 1906 0 0 16749 8001 6790 1958 632427 625183 5623 1621 MISCELLANEOUS 96938 93792 2442 704 0 8966705 8400469 439514 126722 2322553 500 2562975 5080374 4125103 4014837 700000 1000000 0 0 1842367 1842367 0 22008 23550 176123 143833 49038 32290 64728341 69953113 11458045 11159578 0 0 3630783 3920718 91441213 97027327 101837 87343 73250 111731 22743186 24270306 22918273 24469380 X 53525569 54875335 8266687 10844648 6730684 6837964 68522940 72557947 91441213 97027327 471931 3563076 X false true X true false X 5181042 6243021 5304180 12170979 7786588 36685810 0 0 5181042 6243021 5304180 12170979 7786588 36685810 13729880 22955930 1390859 1018046 1053070 1361400 1376986 6200361 -2903 -5242 -2623 -1363 -12131 0 42874040 857231 0.53540 0.53620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 215 2625188 4109193 31318929 true true 27999420 1160478 2146207 1081793 93251 30131061 27744267 1777798 -426599 1008899 87147 27999420 26349277 739060 1653376 918889 78557 27744267 22717789 1231008 3384481 897291 86710 26349277 19329586 1348318 2636540 529228 67427 22717789 0.72750 0.22690 0.04560 false false false 30696 20326 10370 99001 96459 2542 46426 27048 19378 32290 11159578 Agency Funds 23456181 Designated obligations 814125 24270306 X 12635458 3563076 -376478 3186598 9448860 -10224 -10224 9438636 8857537 51239 51239 8806298 160407 160407 8966705 Part V, Line 4: Intended uses of the endowment fund. Endowments are held for donor restricted uses and donor advised purposes Part X : FIN48 Footnote The Foundation has not identified any uncertain tax positions that require reporting under U.S. generally accepted accounting principles. The Foundation would recognize interest related to any such uncertainties in interest expense and penalties in operating expenses. During the years ended December 31, 2016 and 2015, the Foundation recognized no such interest or penalties. Part XII, Line 2d: Other expenses and losses per audited F/S Expenses from consolidated entities $29066 Cost of special events $22173 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Investment fees $160407 false Summer Series 56408 56408 22173 56408 56408 22173 22173 34235 true See attached list Various Various AZ 85718 7736588 0 1 0 Grantmaker's Description of How Grants are Used Grants may only be distributed to 501(c)(3) organizations. Before distributions are made the organization is vetted by obtaining a copy of their IRS Determination Letter, contact information, and a copy of their mission statement. We obtain the organizations IRS status on GuideStars Charity Check, which combines information from the IRS Determination letter, the IRS Pub 78, and the IRS BMF (Business Master File) reports. [IRS Revenue Procedure 2009-32 allows grantors to rely on third-party resources, such as GuideStar Charity Check, to obtain required Business Master File (BMF) data concerning a potential grantees public charity classification under section 509(a)(1),(2) or (3)]Our board approves all new organizations before distributions are made. Annually the board re-approves our entire list of organizations after we have verified that their 501(c)(3) status is still in good order.Distributions for grants made for restricted purposes are accompanied with a letter stating that the funds can only be used for that purpose. The letters also include the following notation: This grant is made to your organization through the Jewish Community Foundation of Southern Arizona (JCF). By accepting this check, your organization certifies to the JCF that: 1) No tangible benefit, goods or services are received by any individuals connected with the above-mentioned gift. Tangible benefits may include, but are not limited to dues (other than synagogue membership dues), event/admission tickets, tables, and meals. 2) Funds will not be used to discharge or satisfy a legally enforceable charitable pledge or obligations of any person and 3) no individuals connected with the above-mentioned gift will benefit from grants, loans, compensation or similar payments.Restricted purpose grants that are to be made annually from endowment funds require that the organization provide us with a report of how the funds were used before the next years grant will be distributed.Grants awarded under our Community Grants Program require periodic reporting to ensure funds are being used for the purpose intended.We have a fulltime Grants Officer who is responsible for overseeing grant compliance.We do not make grants to individuals. X X X X X false false false false false false false false false false STU MELLAN JFSA PRES/CEO/STAFF 230306 5865 20471 13531 270173 TRACY SALKOWITZ JCF PRES/CEO/STAFF 198940 5530 16331 5838 226639 X 26 1849638 FMV false true false Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et Trustee Keri Silvyn is Trustee James Whitehill's step sister-in-law.Trustee Aaron Rottenstein is Trustee Myron Rottenstein's son.Trustees Brenna Lacey and Stephen Rodgveller are married. Form 990, Part VI, Line 11b: Form 990 Review Process The Board has formally assigned the responsibility of reviewing and approving the Form 990 to the Finance and Audit Committee. The Finance and Audit Committee meets, reviews and approves prior to filing. If there are any significant issues, the Finance and Audit Committee will bring them to the Board for informational purposes or approval. The Form 990 is made available to any Board member who would like to review it. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Annually every board member is asked to sign a Conflict of Interest Statement as well as complete a form which discloses certain personal and business relationships. The board makes it a practice to put the following reminder on every written agenda that reads Board members must disclose any potential conflict of interest related to the following agenda as well as topics discussed during the meeting. Periodically board members are also verbally reminded at the meeting to disclose any potential conflicts. In addition all employees and committee members are also required to sign a Conflict of Interest Statement. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management Annually, a Task Force is given the responsibility of conducting a Key Employee Compensation Survey to ensure that the CEOs total compensation is at an appropriate level. It gathers compensation data from 990s of other organizations and from compensation surveys of similarly situated executives. The findings of the Task Force are brought to the Board. The Board approves the CEOs written employment contract. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The policy of the Jewish Community Foundation is to upon request make its audited financial statements and Conflict of Interest Policy available for viewing at the office of the Foundation. JCF Tucson Holdings LLC 3567 E Sunrise Dr Ste 143 Tucson AZ 85718 455152892 Real Estate Holdings AZ N/A Jewish Federation of Southern AZ 3822 E River Road Suite 100 Tucson AZ 85718 860096795 Charitable AZ 501(c)(3) 7 N/A false L2 Foundation 3567 E Sunrise Dr Ste 143 Tucson AZ 85718 270697033 Charitable Support AZ 501(c)(3) 11 N/A true false true true false false false false false false false false true false false false false false false false Jewish Federation of Southern AZ b 2503885 CASH VALUE Jewish Federation of Southern AZ c 552312 CASH VALUE L2 Foundation l 11949 CASH VALUE