JEWISH FOUNDATION OF MEMPHIS: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JEWISH FOUNDATION OF MEMPHIS (EIN 62-1618399)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-15
IRS object ID
201721359349304312
Schema version
2015v3.0
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

FieldValueIRS element (for citing)
Return2017-05-15T11:32:11-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN620962852PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CANNON & COMPANY CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15605 MURRAY AVEAddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38119ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN621618399EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FOUNDATION OF MEMPHISBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone9013740400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16560 POPLAR AVENUEAddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38138ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURA LINDERPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone9013740400PhoneNum
Signature2017-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ SCHIFANI CPAPreparerPersonNm
PTINP00316248PTIN
Phone9017611710PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLAURA LINDERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16560 POPLAR AVEAddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38138ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,895,342GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressJEWISHFOUNDATIONOFMEMPHIS.NETWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateTNLegalDomicileStateCd
Activity Or MissionTHE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE A COMMON FUND-RAISING VEHICLE FOR MEMPHIS-AREA JEWISH ORGANIZATIONS. THIS PURPOSE WILL BE ACCOMPLISHED BY COMMUNITY ADVOCACY TO ATTRACT INDIVIDUAL DONORS, PLANNED GIVING ASSISTANCE TO THOSE DONORS, AND ALLOCATIONS TO MEMBER ORGANIZATIONS, ALL OF WHICH ARE QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$1,033TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$33NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,686,508PYContributionsGrantsAmt
CY Contributions Grants$4,168,531CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$224,110PYInvestmentIncomeAmt
CY Investment Income$619,725CYInvestmentIncomeAmt
PY Other Revenue$40,105PYOtherRevenueAmt
CY Other Revenue$107,086CYOtherRevenueAmt
PY Total Revenue$1,950,723PYTotalRevenueAmt
CY Total Revenue$4,895,342CYTotalRevenueAmt
PY Grants And Similar Paid$1,662,662PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,312,029CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$219,214PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$155,542CYTotalFundraisingExpenseAmt
PY Other Expenses$124,038PYOtherExpensesAmt
CY Other Expenses$549,506CYOtherExpensesAmt
PY Total Expenses$2,005,914PYTotalExpensesAmt
CY Total Expenses$4,861,535CYTotalExpensesAmt
PY Revenues Less Expenses-$55,191PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$33,807CYRevenuesLessExpensesAmt
Total Assets BOY$32,462,734TotalAssetsBOYAmt
Total Assets EOY$30,136,936TotalAssetsEOYAmt
Total Liabilities BOY$13,806,495TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,934,579TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$18,656,239NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,202,357NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE A COMMON FUND RAISING VEHICLE FOR THE MEMPHIS AREA JEWISH ORGANIZATIONS. THIS PURPOSE WILL BE ACCOMPLISHED BY COMMUNITY ADVOCACY TO ATTRACT INDIVIDUAL DONORS, PLANNED GIVING ASSISTANCE TO THOSE DONORS, AND ALLOCATIONS TO MEMBER ORGANIZATIONS, ALL OF WHICH QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,453,756ExpenseAmt
Grant$4,312,029GrantAmt
DescGRANTS TO SELECTED OR DESIGNATED SECTION 501(C)(3) ORGANIZATIONSDesc
Total Program Service Expenses$4,453,756TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpYes (1)ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHERI GADBERRYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9013740400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16560 POPLAR AVENUEAddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38138ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
SANDY BLOCKMAN
CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
PACE COOPER
SECRETARY1.00Yes (X)Yes (X)$0$0$0
MICHAEL GREENBERG
TREASURER1.00Yes (X)Yes (X)$0$0$0
CHARLES JALENAK
CHAIR-INVESTMENT1.00Yes (X)Yes (X)$0$0$0
DIANE MENDELSON
CHAIR-ENDOWMENT1.00Yes (X)Yes (X)$0$0$0
RON BELZ
DIRECTOR1.00Yes (X)$0$0$0
JEFF GOLDSTEIN
DIRECTOR1.00Yes (X)$0$0$0
EARL MAGDOVITZ
DIRECTOR1.00Yes (X)$0$0$0
RUDI SCHEIDT SR
DIRECTOR1.00Yes (X)$0$0$0
RAYMOND SHAINBERG
DIRECTOR1.00Yes (X)$0$0$0
JERRY SKLAR
DIRECTOR1.00Yes (X)$0$0$0
NINA BLOCKMAN
DIRECTOR1.00Yes (X)$0$0$0
JUDY BOOKMAN
DIRECTOR1.00Yes (X)$0$0$0
SAM CHAFETZ
DIRECTOR1.00Yes (X)$0$0$0
BARABARA JACOBS
DIRECTOR1.00Yes (X)$0$0$0
NANCY ROBINSON
DIRECTOR1.00Yes (X)$0$0$0
IRVIN SERENCO
DIRECTOR1.00Yes (X)$0$0$0
LOUISE SKLAR
DIRECTOR1.00Yes (X)$0$0$0
ELAINE WAGNER SKOPP
DIRECTOR1.00Yes (X)$0$0$0
DEBBIE WEINSTEIN
DIRECTOR1.00Yes (X)$0$0$0
LAURA LINDER
PRESIDENT/CEO40.00Yes (X)$0$167,000$11,1002.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$167,000TotReportableCompRltdOrgAmt
Total Other Compensation$11,100TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$223,634RelatedOrganizationsAmt
All Other Contributions$3,944,897AllOtherContributionsAmt
Noncash Contributions$2,182,858NoncashContributionsAmt
Total Contributions$4,168,531TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$369,490TotalRevenueColumnAmt
Unrelated Business Revenue$1,033UnrelatedBusinessRevenueAmt
Exclusion$368,457ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$250,235SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$250,235SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$250,235TotalRevenueColumnAmt
Exclusion$250,235ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
AGENCY AND ADMIN. FEES561000$63,760$63,760
AMORTIZATION OF ANNUIT900099$28,673$28,673
OTHER INCOME900099$14,653$14,653
FieldValueIRS element (for citing)
Other Revenue Total$107,086OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,895,342TotalRevenueColumnAmt
Related Or Exempt Func Income$107,086RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,033UnrelatedBusinessRevenueAmt
Exclusion$618,692ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,312,029TotalAmt
Program Services$4,312,029ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$321,083TotalAmt
Program Services$72,904ProgramServicesAmt
Management And General$116,951ManagementAndGeneralAmt
Fundraising$131,228FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$67,634TotalAmt
Management And General$67,634ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$27,434TotalAmt
Management And General$13,871ManagementAndGeneralAmt
Fundraising$13,563FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$24,199TotalAmt
Management And General$24,199ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,895TotalAmt
Program Services$341ProgramServicesAmt
Management And General$5,629ManagementAndGeneralAmt
Fundraising$1,925FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$77,614TotalAmt
Program Services$68,482ProgramServicesAmt
Management And General$4,365ManagementAndGeneralAmt
Fundraising$4,767FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,988TotalAmt
Management And General$1,988ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,401TotalAmt
Management And General$2,401ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FEDERAL INCOME TAX 990$7,229$7,229
ANNUITY PAYMENTS$5,994$5,994
DUES AND SUBSCRIPTIONS$3,953$1,976$1,977
MEALS AND ENTERTAINMENT$2,082$2,082

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,861,535TotalAmt
Program Services$4,453,756ProgramServicesAmt
Management And General$252,237ManagementAndGeneralAmt
Fundraising$155,542FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7BOYAmt
EOY$7EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,819,067BOYAmt
EOY$908,616EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,996BOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$147,923LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$87,455LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$62,456BOYAmt
EOY$60,468EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$28,865,455BOYAmt
EOY$27,453,043EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,680,945BOYAmt
EOY$1,714,802EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$31,808BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$32,462,734BOYAmt
EOY$30,136,936EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,850BOYAmt
EOY$54EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY-$10,350BOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$11,897,309BOYAmt
EOY$10,961,888EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,914,686BOYAmt
EOY$972,637EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,806,495BOYAmt
EOY$11,934,579EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,656,239BOYAmt
EOY$17,461,581EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$740,776EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,656,239BOYAmt
EOY$18,202,357EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,462,734BOYAmt
EOY$30,136,936EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$33,807ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$615,760NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$38,076PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$89,995OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,250,115CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,213,271CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,719,502CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,963,603CurrentTaxYearMinus1YearAmt
Current Tax Year$4,168,530CurrentTaxYearAmt
Total$20,315,021TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,250,115CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,213,271CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,719,502CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,963,603CurrentTaxYearMinus1YearAmt
Current Tax Year$4,168,530CurrentTaxYearAmt
Total$20,315,021TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,263,712SubstantialContributorsTotAmt
Public Support Total170$18,051,309PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$253,493CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$129,524CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$271,788CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$301,582CurrentTaxYearMinus1YearAmt
Current Tax Year$369,490CurrentTaxYearAmt
Total$1,325,877TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$115,442CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$155,182CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$152,152CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$103,731CurrentTaxYearMinus1YearAmt
Current Tax Year$107,085CurrentTaxYearAmt
Total$633,592TotalAmt
FieldValueIRS element (for citing)
Total Support$22,274,490TotalSupportAmt
Public Support CY1700.81040PublicSupportCY170Pct
Public Support PY1700.80700PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held813DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$3,633,637DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$4,437,692DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$14,098,177DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee EtcYes (1)AgentTrusteeEtcInd
Beginning Balance$15,078,070BeginningBalanceAmt
Additions During Year$3,633,637AdditionsDuringYearAmt
Distributions During Year$4,437,692DistributionsDuringYearAmt
Ending Balance$14,098,177EndingBalanceAmt
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$77,532OtherCostOrOtherBasisAmt
Depreciation$17,064DepreciationAmt
Book Value$60,468BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$70,391OtherCostOrOtherBasisAmt
Depreciation$70,391DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$60,468TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CHARITABLE REMAINDER TRUST-MARKET VALUE$371,705F
CASH SURRENDER VALUE OF LIFE INSURANCE$1,233,400F
INTEREST IN TRUST$109,697F
FieldValueIRS element (for citing)
Total Book Value Securities$1,714,802TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
LIABILITY UNDER UNITRUST AGREEMENT$130,700
DUE TO RELATED PARTY$841,937
FieldValueIRS element (for citing)
Total Liability$972,637TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 1B:THE ORGANIZATION MAINTAINS FUNDS FOR VARIOUS OTHER 501(C)(3) ORGANIZATIONS. THESE FUNDS ARE HELD IN VARIOUS POOLED ACCOUNTS
PART IV, LINE 2B:THE ORGANIZATION MAINTAINS FUNDS FOR VARIOUS OTHER 501(C)(3) ORGANIZATIONS. THESE FUNDS ARE HELD IN VARIOUS POOLED ASSET ACCOUNTS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (75 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN HEART ASSC
5384 POPLAR AVE SUITE 100MEMPHISTN38119135613797501(C)(3)$5,350TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
ANSHEI SPHARD-BETH EL EMETH SYNAGOGUE
120 NORTH YATES ROADMEMPHISTN38120626001977501(C)(3)$25,013TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
ARTS MEMPHIS
575 SOUTH MENDENHALLMEMPHISTN38117620693547501(C)(3)$10,900TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
BARON HIRSCH CONGREGATION
400 SOUTH YATES ROADMEMPHISTN38120620477611501(C)(3)$226,355TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
BETH ISREAL CONGREGATION
301 E JEFFERSON BOX 320CHARLOTTSVILLEVA22902510210891501(C)(3)$10,050TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
BETH SHOLOM SYNAGOGUE
6675 HUMPHREYS BOULEVARDMEMPHISTN38120626015433501(C)(3)$105,530TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
B'NAI B'RITH YOUTH ORGANIZATION
2020 K STREET NWWASHINGTONDC20006311794932501(C)(3)$5,103TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
BOCA WEST FOUNDATION
PO BOX 3070BOCA RATONFL33431273840788501(C)(3)$15,100TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
BORNBLUM SOLOMON SCHECHTER SCHOOL
6641 HUMPHREYS BOULEVARDMEMPHISTN38120621351424501(C)(3)$57,181TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
BRIDGES USA INC
477 NORTH FIFTH STREETMEMPHISTN38105620675971501(C)(3)$17,000TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
CHABAD LUBAVITCH OF TENNESSEE
2570 KIRBY PARKWAYMEMPHISTN38119621566400501(C)(3)$49,528TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
CHRISTAIN BROTHERS HIGH SCHOOL
5900 WALNUT GROVEMEMPHISTN38120626049785501(C)(3)$5,500TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
CHURCH HEALTH CENTER
PO BOX 41527MEMPHISTN38174581716113501(C)(3)$15,795TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
CIRCUIT PLAYHOUSE INC
51 SOUTH COOPER STREETMEMPHISTN38104237185772501(C)(3)$5,050TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
CONGREGATION RODFEI SHOLOM B'NAI
3003 SHALOM DRIVESAN ANTONIOTX78230741394415501(C)(3)$6,000TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
DIXON GALLERY AND GARDENS
4339 PARK AVENUEMEMPHISTN38117620943809501(C)(3)$14,995TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
EXCEPTIONAL FOUNDATION
8740 WASHINGTON BLVDCULVER CITYCA90232951690988501(C)(3)$6,200TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
FACING HISTORY AND OURSELVES
650 EAST PARKWAY SOUTHMEMPHISTN38104042461636501(C)(3)$37,050TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
FED EX ST JUDE CLASSIC
3325 CLUD AT SOUTHWINDMEMPHISTN38125620676258501(C)(3)$5,750TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
FIRST EVANGELICAL CHURCH
735 RIDGE LAKE BLVDMEMPHISTN38120620539196501(C)(3)$15,000TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
FIRST UNITARIAN CHURCH MEMPHIS
292 WEST VIRGINIA AVEMEMPHISTN38103626039465501(C)(3)$6,500TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
FLORIDA ATLANTIC UNIVERSITY
777 GLADES RDBOCA RATONFL33431590917284501(C)(3)$15,000TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
FRIENDS OF THE LEVIT SHELL PAVILION
1930 POPLAR AVEMEMPHISTN38104743145100501(C)(3)$9,050TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
GERMANTOWN PERFORMING ARTS CENTER
1801 EXETERGERMANTOWNTN38138100265616501(C)(3)$7,000TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
HEBREW IMMIGRANT AID SOCIETY
30 SOUTH WELLS NO 4049CHICAGOIL60606364310817501(C)(3)$5,240TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
HENRY S JACOBS CAMP
3863 MORRISON ROADUTICAMS39175131663143501(C)(3)$6,058TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
HILLEL OF MEMPHIS
6560 POPLAR AVENUEMEMPHISTN38138620475747501(C)(3)$7,801TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
INSTITUTE OF SOUTHERN JEWISH LIFE INC
POBOX 16528JACKSONMS39236131663143501(C)(3)$10,025TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
IRIS ORCHESTRA INC
PO BOX 11809MEMPHISTN38111204091251501(C)(3)$34,900TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
JAFCO
4200 NORTH UNIVERSITY DRIVESUNRISEFL33351650334267501(C)(3)$10,000TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
JEWISH COMMUNITY CENTERS ASSOC OF NORTH AMERICA
520 8TH AVENUENEW YORKNY10018135599486501(C)(3)$28,600TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
JEWISH FAMILY SERVICE INC
6560 POPLAR AVENUEMEMPHISTN38138620199430501(C)(3)$17,205TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
JEWISH FEDERATION OF NASHVILLE
801 PERCY WARNER BLVDNASHVILLETN37205626077703501(C)(3)$15,000TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY
9901 DONNA KLEIN BLVDBOCA RATONFL33428591945109501(C)(3)$7,500TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
LAUSANNE COLLEGIATE SCHOOL
1381 WEST MASSEY ROADMEMPHISTN38120620517292501(C)(3)$16,750TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
LEBONHEUR CHILDRENS MEDICAL CENTER
PO BOX 41817MEMPHISTN38174581404854501(C)(3)$5,136TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
LEBONHEUR FOUNDATION
PO BOX 41817MEMPHISTN38174237320638501(C)(3)$14,775TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
LEZION B'RINA INSTITUTE
639 EAST 2ND STREET SUITE 3RBROOKLYNNY11218113062761501(C)(3)$13,150TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
MAKE-A-WISH FOUNDATION
1780 MORIAH WOODS BLVD 10MEMPHISTN38117621253153501(C)(3)$19,333TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
MARGOLIN HEBREW ACADEMY
390 S WHITE STATIONMEMPHISTN38117626002000501(C)(3)$436,464TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
MEMPHIS ACADEMY OF SCIENCE & ENG
20 SOUTH DUDLEYMEMPHISTN38103721552646501(C)(3)$20,000TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
MEMPHIS FRIENDS OF ISRAEL
6412 LEBARRETT COVEMEMPHISTN38120261463102501(C)(3)$8,510TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
MEMPHIS HUMANE SOCIETY
935 FARM RDMEMPHISTN38134237236238501(C)(3)$8,045TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
MEMPHIS JEWISH COMMUNITY CENTER
6560 POPLAR AVENUEMEMPHISTN38138620481800501(C)(3)$477,440TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
MEMPHIS JEWISH FEDERATION
6560 POPLAR AVENUEMEMPHISTN38138620475747501(C)(3)$607,937TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
MEMPHIS JEWISH HOME & REHABILITATION CENTER
36 BAZEBERRY ROADMEMPHISTN38018581396737501(C)(3)$94,806TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
MEMPHIS OPPORTUNITY SCHOLARSHIP TRUST
850 RIDGE LAKE BLVD 220MEMPHISTN38120621723618501(C)(3)$65,350TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
MEMPHIS PLANNED PARENTHOOD
2430 POPLAR AVEMEMPHISTN38112626073178501(C)(3)$10,010TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
MEMPHIS SYMPHONY ORCHESTRA
585 S MENDENHALL RDMEMPHISTN38117626015885501(C)(3)$6,660TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
MEMPHIS UNIVERSITY SCHOOL
6191 PARK AVEMEMPHISTN38119620545618501(C)(3)$19,350TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
METROPOLITAN INTER-FAITH ASSOC
PO BOX 3130MEMPHISTN38173620803601501(C)(3)$37,193TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
MIDSOUTH FOOD BANK
239 S DUDLEY STMEMPHISTN38104621340755501(C)(3)$19,350TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
NEW MEMPHIS INSTITUTE
22 NORTH FRONT STREET 500MEMPHISTN38103581607228501(C)(3)$6,500TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
ONE STEP INITIATIVE
PO BOX 140094MEMPHISTN38114471593581501(C)(3)$5,600TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
PALM BEACH DRAMAWORKS INC
201 CLEMATIS STREETWEST PALM BEACHFL33401651040048501(C)(3)$9,000TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
SHELBY FARMS PARK CONSERVANCY
6489 MULLINS STATION ROADMEMPHISTN38134260350397501(C)(3)$19,000TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
SHIR BAMIDBAR INC
26410 HARDINGOAK PARKMI48237271546213501(C)(3)$7,000TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
ST JUDE CHILDREN'S RESEARCH HOSPITAL
332 N LAUDERDALEMEMPHISTN38105620646012501(C)(3)$21,036TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
ST MARY'S EPISCOPAL SCHOOL
60 PERKINS EXTMEMPHISTN38117620604637501(C)(3)$33,718TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
STANDWITHUS
PO BOX 341069LOS ANGELESCA90034010566033501(C)(3)$10,500TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
SUNY NEW PALTZ FOUNDATION
1 HACK DRIVE HAB 501NEW PALTZNY12561222141645501(C)(3)$6,100TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
TEMIMA HIGH SCHOOL
1985 LAVISTA RD NEATLANTAGA30329582475208501(C)(3)$5,600TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
TEMPLE ISRAEL
1376 EAST MASSEY ROADMEMPHISTN38120620488036501(C)(3)$812,219TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
THE PAP CORPS
19861 PLANTERS BLVD 33BOCA RATONFL33434650171014501(C)(3)$10,000TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
THE PENN FUND
3451 WALNUT STREETPHILADELPHIAPA39104231352685501(C)(3)$9,000TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
THE UNIVERSITY OF TENNESSEE WEST INSTITUTE
456 TENNESSEE ST 102MEMPHISTN38103471358542501(C)(3)$30,000TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
UNION REFORM OR JUDAISM
633 THIRD AVE 7TH FLOORNEW YORKNY10017131663143501(C)(3)$5,100TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
UNITED SERVANTS ABROAD INC
14530 ROLLING ROCK PLWELLINGTONFL33414650821937501(C)(3)$11,000TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
UNITED WAY OF THE MIDSOUTH
6775 LENOX CENTER COURT 200MEMPHISTN38115561010742501(C)(3)$6,900TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
UNIVERSITY OF MEMPHIS FOUNDATION
PO BOX 526295MEMPHISTN38152626048540501(C)(3)$5,525TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
UNIVERSITY OF MEMPHIS TIGER CLUB
PO BOX 1000MEMPHISTN38148626048540501(C)(3)$8,875TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
VANDERBILT UNIVERSITY MEDICAL CENTER
2301 VANDERBILT PLACENASHVILLETN37240620476822501(C)(3)$10,000TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
WKNO
7151 CHERRY FARMS RDMEMPHISTN38016620525567501(C)(3)$10,765TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
WOMENS FOUNDATION OF GREATER MEMPHIS
8 SOUTH THIRD ST 110MEMPHISTN38103582207247501(C)(3)$7,700TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.
YOUNG ISRAEL OF MEMPHIS
PO BOX 770338MEMPHISTN38117161618003501(C)(3)$31,323TO PROVIDE FUNDS TO ORGANIZATIONS TO CARRY OUT THEIR EXEMPT PURPOSE.

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSUBSTANTIALLY ALL OF THE GRANTS MADE BY THE ORGANIZATION ARE MADE TO THE GENERAL OPERATING FUND OF THE GRANTEE AND THE ORGANIZATION DOES NOT MONITOR THE USE OF THE FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLAURA LINDERPersonNm
TitlePRESIDENT/CEOTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$167,000CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$11,100DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$178,100TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationCOMPENSATION WAS DETERMINED BY A COMPENSATION COMMITTEE.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution30ContributionCnt
Noncash Contributions Rpt F990$2,182,858NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET QUOTATIONSMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2PERSON ONE PERSON TWO RELATIONSHIP SANDY BLOCKMAN-DIRECTOR NINA BLOCKMAN- DIRECTOR FAMILY JERRY SKLAR- DIRECTOR LOUISE SKLAR- DIRECTOR FAMILY
FORM 990, PART VI, SECTION B, LINE 11RETURN IS GIVEN TO THE BUDGET & FINANCE COMMITEE TO REVIEW BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REQUIRES THAT EACH OFFICER, DIRECTOR, BOARD MEMBER AND EMPLOYEE SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. EACH YEAR, THE EXECUTIVE DIRECTOR AND BOARD VERIFY THAT ALL REQUIRED PARTIES HAVE COMPLETED THE CONFLICT OF INTERST STATEMENT. A FORM IS PROVIDED ON WHICH TO DISCLOSE ANY CONFLICT THAT MIGHT ARISE.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE AND APPROVED BY INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. THESE DELIBERATIONS & DECISIONS ARE DOCUMENTED IN THE MINUTES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION POSTS IT'S FINANCIAL STATEMENTS ON ITS WEBSITE. IT MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 89,995.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
JFM REALTY INC
6560 POPLAR AVEMEMPHISTN38138621639718RECEIVES REAL ESTATE CONTRIBUTED TO FOUNDATION, SELLS & TRANSFERS PROCEEDSTN501(C)(3)509(A)(3) TYPE III0
BELZ 2008 FOUNDATION
6560 POPLAR AVEMEMPHISTN38138262757524SUPPORTING ORGANIZATION FOR JEWISH FOUNDATION OF MEMPHISTN501(C)(3)509(A)(3) TYPE I0
AVRON & WENDY FOGELMAN FDN
6560 POPLAR AVEMEMPHISTN38138464094683SUPPORTING ORGANIZATION FOR JEWISH FOUNDATION OF MEMPHISTN501(C)(3)509(A)(3) TYPE I0
MEMPHIS JEWISH FEDERATION
6560 POPLAR AVEMEMPHISTN38138620475747A CENTRAL FUNDRAISING AND ALLOCATION AGENCY FOR THE BENEFIT OF JEWISH ACTIVITN501(C)(3)509(A)(3) TYPE I0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY PARTNERS INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16560 POPLAR AVEAddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38138ZIPCd
FieldValueIRS element (for citing)
EIN473329119EIN
Primary ActivitiesMANAGEMENT COMPANYPrimaryActivitiesTxt
Legal Domicile StateTNLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BELZ 2008 FOUNDATION
D$782,162ACTUAL
JEWISH COMMUNITY PARTNERS
D$57,362ACTUAL
JEWISH COMMUNITY PARTNERS
M$291,617ACTUAL

Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY ENDOWMENT POOL LLPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1126 HIGH STAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
EIN043460734EIN
Primary ActivitiesEXCLUDED FROM TAX UNDER IRC 512-514PrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Predominate IncomeIRC SEC 512-514 EXCLUDED INCOMEPredominateIncomeDesc
All Partners C3 SYes (1)AllPartnersC3SInd
Share Of EOY Assets$14,218,701ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
UBI Code V$1,033UBICodeVAmt
General Or Managing Partner0GeneralOrManagingPartnerInd
Ownership0.01050OwnershipPct

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