2017-05-15T08:24:56-05:00 2016-06-30 814550023 NEVILLE WAINIO CPAS PLLC 5 ARREDONDO AVE SAINT AUGUSTINE FL 32080 990 2015-07-01 593343214 JEWISH COMMUNITY FOUNDATION OF NORTHEAST FLORIDA INC JEWI 9043940720 4932 SUNBEAM ROAD NO 200 JACKSONVILLE FL 32257 LAURA THOMPSON EX. DIRECTOR 9043940720 2017-05-15 TODD NEVILLE P01592316 9045860048 2015 2021-01-29 14:40:06Z LAURA THOMPSON 4932 SUNBEAM ROAD JACKSONVILLE FL 32257 16165137 0 X HTTP://JEWISHFOUNDATIONNEFL.ORG X 1995 FL TO SUPPORT NON-PROFIT ORGANIZATIONS, EDUCATE COMMUNITIES ON GIFT PLANNING METHODS, ENSURE THE FUTURE OF NON-PROFITS AND THE SERVICES TO OUR JEWISH SECULAR COMMUNITIES. 25 25 4 30 0 0 1286588 1145081 60227 48873 149241 1322266 1257 0 1497313 2516220 1126565 964637 0 0 222936 246070 0 0 81553 40228 99723 1389729 1310430 107584 1205790 18089653 18265615 13877873 14139474 4211780 4126141 THE FOUNDATION IS DEDICATED TO ENSURING THAT SYNAGOGUES AND JEWISH AGENCIES WILL BE THERE IN THE FUTURE SO THAT GENERATIONS TO COME WILL BE ABLE TO ENJOY THE RICH JEWISH HERITAGE AND TRADITIONS. 0 0 1144502 964637 1145081 CHARITABLE CONTRIBUTIONS TO VARIOUS NATIONAL, REGIONAL AND LOCAL JEWISH WELFARE, PHILANTHROPIC AND CHARITABLE ORGANIZATIONS. 1144502 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 4 0 0 0 0 0 0 0 0 0 X 25 25 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 9043940720 4932 SUNBEAM ROAD NO 200 JACKSONVILLE FL 32257 MELVIN GOTTLIEB TRUSTEE 0.00 X 0 0 0 BARBARA JAFFE TRUSTEE 0.00 X 0 0 0 BARRY ZISSER TRUSTEE 0.00 X 0 0 0 MARK SHORSTEIN TRUSTEE 0.00 X 0 0 0 LARRY APPEL TRUSTEE 0.00 X 0 0 0 DR SUE NUSSBAUM TRUSTEE 0.00 X 0 0 0 LEONARD ELIKAN TRUSTEE 0.00 X 0 0 0 MARK LODINGER TRUSTEE 0.00 X 0 0 0 SANDY ZIMMERMAN TRUSTEE 0.00 X 0 0 0 ANDREA MAIL TRUSTEE 0.00 X 0 0 0 DR RONALD ELINOFF TRUSTEE 0.00 X 0 0 0 DR HAL RESNICK TRUSTEE 0.00 X 0 0 0 MICHAEL SCHNEIDER TRUSTEE 0.00 X 0 0 0 DR GARY PERLMAN TRUSTEE 0.00 X 0 0 0 STEVEN SHERMAN TRUSTEE 0.00 X 0 0 0 RICHARD SISISKY PAST PRESIDENT 0.00 X 0 0 0 ANDY CANTOR TRUSTEE 0.00 X 0 0 0 MICHAEL KORN TRUSTEE 0.00 X 0 0 0 ELLEN ROSNER TRUSTEE 0.00 X 0 0 0 ROBERT R SCHILLER TRUSTEE 0.00 X 0 0 0 MARK GREEN PRESIDENT 1.00 X 0 0 0 MELVYN FRUIT VICE-PRESIDENT 1.00 X 0 0 0 JEFF EDWARDS SECRETARY 1.00 X 0 0 0 NEIL PRESSER VICE-PRESIDENT 1.00 X 0 0 0 MATTHEW EDELMAN TREASURER 1.00 X 0 0 0 JEFF KLEIN EXECUTIVE DIRECTOR 40.00 X 170000 0 0 170000 0 0 1 0 1 0 0 1145081 1145081 INVESTMENT MANAGEMENT FEES 900099 48873 48873 48873 5782 5782 14965401 13648917 1316484 1316484 1316484 2516220 48873 0 1322266 964637 964637 170000 31760 56687 81553 76070 76070 10813 10813 18216 18216 87 87 7030 7030 26759 26759 4165 4165 OTHER EXPENSES 26973 26973 EQUIPMENT MAINTENANCE 3561 3561 POSTAGE 764 764 PRINTING AND PUBLICATIO 684 684 671 671 1310430 1144502 84375 81553 201246 120348 2352304 1396847 102099 55664 28583 5088 15042933 16394461 362488 293207 18089653 18265615 6220 0 13871653 14139474 13877873 14139474 X 3197494 2854224 389560 238990 624726 1032927 4211780 4126141 18089653 18265615 1205790 -1291429 0 X 0 1 X 1 0 X 1038250 1774116 1186928 1294238 1152731 6446263 1038250 1774116 1186928 1294238 1152731 6446263 1842135 4604128 42440 48923 49346 67464 5782 213955 44385 51237 56636 61484 48873 262615 6922833 0.66510 0.56560 X 724008 976050 1 1 624726 624726 651377 22600 13114 54726 7639 624726 605435 6857 72153 26085 6983 651377 586980 49749 26240 5054 605435 427760 162494 21253 18742 5785 586980 0 0 0 AGENCY ENDOWMENT LIABILITIES 14139474 14139474 X 1232442 -1291428 7650 -1283778 2516220 0 2516220 1318080 7650 7650 1310430 0 1310430 PART X, LINE 2: THE FOUNDATION EVALUATES ITS TAX POSITIONS FOR ANY UNCERTAINTIES BASED ON THE TECHNICAL MERITS OF THE POSITION THE FOUNDATION RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE UPHELD ON EXAMINATION BY TAXING AUTHORITIES. CURRENTLY, THE TAX YEARS ENDED JUNE 30, 2015, 2014, AND 2013 ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE FOUNDATION BEEN CONTACTED BY ANY OF THESE JURISDICTIONS. 1 AMERICAN HEART ASSOCIATION 5851 ST AUGUSTINE RD JACKSONVILLE FL 32207 131359627 501(C)(3) 6100 SUPPORT ORGANIZATION BAPTIST HEALTH FOUNDATION 836 PRUDENTIAL DRIVE JACKSONVILLE FL 32207 592487135 501(C)(3) 20000 SUPPORT ORGANIZATION BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON MA 02115 042312909 501(C)(3) SUPPORT ORGANIZATION CONGREGATION AHAVATH CHESED 727 SAN JOSE BLVD JACKSONVILLE FL 32217 590774176 501(C)(3) 33709 SUPPORT ORGANIZATION ETZ CHAIM SYNAGOGUE 10167 SAN JOSE BOULEVARD JACKSONVILLE FL 32257 590931261 501(C)(3) 4590 SUPPORT ORGANIZATION FLORIDA ELITE SOCCER ACADEMY INC PO BOX 57065 JACKSONVILLE FL 32241 593090428 501(C)(3) SUPPORT ORGANIZATION FRESH MINISTRIES 1131 NORTH LAURA ST JACKSONVILLE FL 32206 592967898 501(C)(3) SUPPORT ORGANIZATION HADASSAH MEDICAL RELIEF ASSOCIATION 50 WEST 58TH STREET NEW YORK NY 10101 136110872 501(C)(3) SUPPORT ORGANIZATION HILLEL AT UNIVERSITY OF FLORIDA 2020 W UNIVERSITY AVE GAINESVILLE FL 32603 591090524 501(C)(3) SUPPORT ORGANIZATION HILLEL SCHOOL OF TAMPA INC 2020 WEST FLETCHER AVE TAMPA FL 33612 591292840 501(C)(3) 15000 SUPPORT ORGANIZATION HUBBARD HOUSE PO BOX 4909 JACKSONVILLE FL 32201 203809007 501(C)(3) 5000 SUPPORT ORGANIZATION JACKSONVILLE AREA LEGAL AID 126 WEST ADAMS ST JACKSONVILLE FL 32202 590696291 501(C)(3) SUPPORT ORGANIZATION JACKSONVILLE COMMUNITY ALLIANCE 8505 SAN JOSE BLVD JACKSONVILLE FL 32217 592620208 501(C)(3) 13800 SUPPORT ORGANIZATION JACKSONVILLE JEWISH CENTER 3663 CROWN POINT RD JACKSONVILLE FL 32267 590624411 501(C)(3) 110286 SUPPORT ORGANIZATION JACKSONVILLE JEWISH FEDERATION 8505 SAN JOSE BLVD JACKSONVILLE FL 32217 590637864 501(C)(3) 103520 SUPPORT ORGANIZATIONSUPPORT ORGANIZATION JACKSONVILLE PUBLIC EDUCATION INC 245 RIVERSIDE AVE JACKSONVILLE FL 32202 592756660 501(C)(3) 7300 SUPPORT ORGANIZATION JEWISH FAMILY AND COMMUNITY SERVICES 6261 DUPONT STATION JACKSONVILLE FL 32217 590637868 501(C)(3) 21683 SUPPORT ORGANIZATION JEWISH NATIONAL FUND 1951 NW 19TH STREET A100 BOCA RATON FL 33431 131359627 501(C)(3) 6000 SUPPORT ORGANIZATION JEWISH THEOLOGICAL SEMINARY OF AMERICA 3080 BROADWAY NEW YORK NY 10027 130887640 501(C)(3) SUPPORT ORGANIZATION MALIVAI WASHINGTON KIDS FOUNDATION 1096 WEST SIXTH STREET JACKSONVILLE FL 32209 593559150 501(C)(3) 5000 SUPPORT ORGANIZATION MEMORIES OF LOVE INC 4932 SUNBEAM RD STE 200 JACKSONVILLE FL 32257 134298184 501(C)(3) SUPPORT ORGANIZATION MUSEUM OF CONTEMPORARY ART JACKSONVILLE 333 N LAURA ST JACKSONVILLE FL 32202 590689705 501(C)(3) SUPPORT ORGANIZATION RAMAH DAROM INC 6400 POWERS FERRY RD NW ATLANTA GA 30339 592146741 501(C)(3) SUPPORT ORGANIZATION RIVER GARDEN FOUNDATION 11401 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 593100673 501(C)(3) 48267 SUPPORT ORGANIZATION RIVER GARDEN HEBREW HOME FOR THE AGED 11401 OLD ST AUGUSTINE RD JACKSONVILLE FL 32258 590624438 501(C)(3) 10050 SUPPORT ORGANIZATION SOCIETY FOR PEDIATRIC PATHOLOGY 3643 WALTON WAY EXTENSION BLDG 6 ATLANTA GA 30909 222812917 501(C)(3) SUPPORT ORGANIZATION ST VINCENT'S FOUNDATION PO BOX 41564 JACKSONVILLE FL 32203 592219923 501(C)(3) 150000 SUPPORT ORGANIZATION THE INTERNATIONAL RAOUL WALLENBERG FOUNDATION 34 EAST 67TH STREET NEW YORK NY 10065 134113121 501(C)(3) SUPPORT ORGANIZATION UNITED WAY OF NORTHEAST FLORIDA PO BOX 41428 JACKSONVILLE FL 32224 590637825 501(C)(3) 23950 SUPPORT ORGANIZATION UNIVERSITY OF NORTH FLORIDA FOUNDATION 1 UNF DRIVE JACKSONVILLE FL 32224 591982921 501(C)(3) 30000 SUPPORT ORGANIZATION VOLUNTEERS IN MEDICINE 41 E DUVAL STREET JACKSONVILLE FL 32202 753002172 501(C)(3) 5000 SUPPORT ORGANIZATION WOLFSON CHILDREN'S HOSPITAL 841 PRUDENTIAL DRIVE JACKSONVILLE FL 32207 592487135 501(C)(3) 20000 SUPPORT ORGANIZATION AMERICAN CANCER SOCIETY 501(C)(3) 10000 SUPPORT ORGANIZATION AMERICAN JEWISH COMMITTEE 501(C)(3) 5000 SUPPORT ORGANIZATION CASE WESTERN RESERVE UNIVERSITY 501(C)(3) 10000 SUPPORT ORGANIZATION CENTER FOR CREATIVE CHANGE 501(C)(3) 10000 SUPPORT ORGANIZATION CENTER FOR HEWISH HISTORY 501(C)(3) 10000 SUPPORT ORGANIZATION SENIORS ON A MISSION INC 501(C)(3) 5000 SUPPORT ORGANIZATION WE CARE JACKSONVILLE 501(C)(3) 5000 SUPPORT ORGANIZATION 0 0 0 0 0 0 0 0 0 JEFF KLEIN EXECUTIVE DIRECTOR 170000 0 0 0 0 0 0 0 0 0 170000 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES BARBARA JAFFE AND SANDY ZIMMERMAN HAVE A FAMILY RELATIONSHIP. THEY ARE MOTHER AND SON. FORM 990, PART VI, SECTION A, LINE 6 THE INITIAL MEMBERS OF THE CORPORATION WERE JACKSONVILLE JEWISH FEDERATION, INC., BETH-EL - THE BEACHES SYNAGOGUE, BETH SHALOM CONGREGATION, CONGREGATION AHAVATH CHESED, ETC CHAIM SYNAGOGUE, JACKSONVILLE JEWISH CENTER, JEWISH COMMUNITY ALLIANCE, JEWISH FAMILY AND COMMUNITY SERVICES, AND RIVER GARDEN HEBREW HOME. PER THE BYLAWS OF THE CORPORATION, ANY ORGANIZATION ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATION, RELIGIOUS, OR SCIENTIFIC PURPOSES QUALIFIES AS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE THAT IS BASED IN NORTHEAST FLORIDA AND HAS STRONG TIES TO THE JEWISH COMMUNITY MAY BE ELECTED TO MEMBERSHIP IN THE CORPORATION BY A 75% VOTE OF THE MEMBERS PRESENT AT AN ANY ANNUAL OR SPECIAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER OF THE CORPORATION SHALL DESIGNATE A PERSON TO SERVE AS A TRUSTEE OF THE CORPORATION. ADDITIONAL TRUSTEES ARE ELECTED BY THE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS AND THE AUDIT COMMITTEE FOR APPROVAL PRIOR TO BEING FINALIZED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION COMMUNICATES WITH BOARD MEMBERS ABOUT THE POTENTIAL ISSUES THAT MIGHT LEAD TO A CONFLICT OF INTEREST VIA ANNUAL DIRECT COMMUNICATIONS TO THEM WITH A REQUEST FOR WRITTEN REPLY, FOLLOW UP TO ALL TO SECURE THE WRITTEN REPLY AND RECORDING OF THE RETURNED FORMS AND BACK UP DOCUMENTATION REQUESTED, OF OUR FORMAL CONFLICT OF INTEREST POLICY. THE FOUNDATION FURTHER REMAIN AWARE OF THEIR PERSONAL AND PROFESSIONAL LIVES THROUGH VARIOUS OTHER RESOURCES IN THE JEWISH COMMUNITY, VIA DAILY REVIEW OF MATERIALS PUBLISHED IN THE MEDIA AND VIA REGULAR AND CONSISTENT OTHER FORMS OF DIRECT COMMUNICATIONS WITH THEM. 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. THE FOUNDATION RETAINS ON RECORD THEIR BIO/CV/RESUME AND UPDATES THE INFORMATION ANNUALLY ALONG WITH THE CONFLICT OF INTEREST STATEMENTS WE HAVE THEM COMPLETE. THE FOUNDATIONS REMAINS EDUCATED THROUGH DELIVERABLES AND OTHER COMMUNICATIONS AS NEEDED, WITH THE ATTORNEYS ON THE STAFF OF OUR UMBRELLA ORGANIZATION AND THROUGH OTHER RELIABLE PROFESSIONAL SOURCES, OF THE ISSUES THAT MAY CAUSE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE OFFICERS OF THE ORGANIZATION RESEARCH SALARY RANGES AND MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS MEETS ANNUALLY TO REVIEW AND APPROVE OR DENY THE SALARY RECOMMENDATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THEIR OFFICE IN JACKSONVILLE AT 4932 SUNBEAM ROAD.