JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX (EIN 47-0874376)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-06
- IRS object ID
- 201732799349301168
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-06T19:31:12-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 E THOMAS RD STE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470874376 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | OF GREATER PHOENIX | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 4806991717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12701 N SCOTTSDALE ROAD NO 202 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85254 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD KASPER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4806991717 | PhoneNum |
| Signature | 2017-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACQUELINE ECKMAN | PreparerPersonNm |
| PTIN | P01300648 | PTIN |
| Phone | 6022662248 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-25 | IPDt |
| IP Tm | 14:58:02 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E9F310E552A983DEE0D16D26B85D24D51800DFDA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F3A14C438702A0C9498AEC3B87BF809E4C87BB46 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD KASPER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12701 N SCOTTSDALE ROAD NO 202 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,798,253 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JCFPHOENIX.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | PHILANTHROPIC ASSET MANAGEMENT AND GRANTMAKING TO BOTH JEWISH AND SECULAR CHARITABLE ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $255,761 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,494,747 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,759,066 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $101,753 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $352,271 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,054,826 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,433,578 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,651,326 | PYTotalRevenueAmt |
| CY Total Revenue | $9,544,915 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,751,444 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,060,674 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $555,452 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $736,553 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $153,433 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $571,640 | PYOtherExpensesAmt |
| CY Other Expenses | $1,006,721 | CYOtherExpensesAmt |
| PY Total Expenses | $8,878,536 | PYTotalExpensesAmt |
| CY Total Expenses | $7,803,948 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$227,210 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,740,967 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,298,097 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,505,194 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,695,632 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,206,638 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,602,465 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,298,556 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BUILDING A PERMANENT SOURCE OF FINANCIAL SUPPORT FOR A VIBRANT, ENDURING JEWISH COMMUNITY. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,334,281 | ExpenseAmt |
| Grant | $5,334,281 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | JCF PHILANTHROPISTS: JCF ASSISTS PHILANTHROPISTS IN SUPPORTING THE JEWISH AND SECULAR CAUSES THAT ARE IMPORTANT TO THEM BY AWARDING CHARITABLE ORGANIZATIONS DISTRIBUTIONS OF DOLLARS FROM JCF'S DONOR ADVISED FUNDS AND PERMANENT ENDOWMENT FUNDS. JCF CONDUCTS A NUMBER OF COMPETITIVE GRANT OPPORTUNITIES EACH YEAR. ADDITIONALLY, JCF DISTRIBUTES EMERGENCY ASSISTANCE TO COMMUNITY CAUSES AS NEEDED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,310,240 | ExpenseAmt |
| Grant | $726,393 | GrantAmt |
| Revenue | $38,120 | RevenueAmt |
| Desc | MANAGEMENT: JCF MANAGES OVER 500 FUNDS ESTABLISHED BY LOCAL PHILANTHROPISTS, INCLUDING OVER 130 PERMANENTLY ENDOWED FUNDS, 319 TEMPORARILY ENDOWED FUNDS, AND 112 DONOR ADVISED FUNDS. JCF ALSO HOLD AGENCY FUNDS FOR APPROXIMATELY 40 LOCAL JEWISH AGENCIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $169,965 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | JCF SPECIAL HOLDINGS: PRINTS AND DISTRIBUTES A FREE JEWISH NEWSPAPER TO THE JEWISH COMMUNITY AND OTHERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $69,537 | ExpenseAmt |
| Revenue | $58,390 | RevenueAmt |
| Desc | YOUTH PHILANTHROPY. ALSO TRAINING, COACHING AND MENTORING PROFESSIONAL AND VOLUNTEER LEADERS OF THE LOCAL JEWISH COMMUNITY AND LOCAL JEWISH COMMUNAL ORGANIZATIONS TO ASSIST THE GROWTH OF JEWISH AGENCIES AND SYNAGOGUES TO HELP THEM BECOME MORE EFFECTIVE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $69,537 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $58,390 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,884,023 | 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 | Yes (1) | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA CORCORAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4806991717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12701 N SCOTTSDALE ROAD NO 202 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85254 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BETH JO ZEITZER | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT ROOS | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALAN GOLD | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JONATHAN HOFFER | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| W DAVID WEINER | ||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HOWARD CABOT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANCINE COLES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD DIMOND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEE EISINBERG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL FELLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LORY FISCHLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALLAN FLADER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF GEYSER | ||||||
| DIRECTOR UNTIL 9/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICTORIA C HARRIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NEIL HILLER | ||||||
| DIRECTOR UNTIL 9/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOEY LERNOR | ||||||
| DIRECTOR UNTIL 9/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH MILLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HANNAH MILLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW PLATTNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANDY RIFE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AJ ROSENTHAL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEAN SCHEINERT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD SCHON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULEE LANDAU SHAHON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK SKLAR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEE WEISS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD KASPER | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $180,500 | $0 | $10,252 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $180,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,252 | 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 | $6,759,066 | AllOtherContributionsAmt |
| Noncash Contributions | $1,559,367 | NoncashContributionsAmt |
| Total Contributions | $6,759,066 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| ADVERTISING FEES | 511110 | $255,761 | $255,761 | |
| SPECIAL CAMPAIGNS AND PROGRAMS | 900099 | $58,390 | $58,390 | |
| ADMINISTRATIVE FEES | 900099 | $38,120 | $38,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $352,271 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $808,122 | TotalRevenueColumnAmt |
| Exclusion | $808,122 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,878,794 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,253,338 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,625,456 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,625,456 | TotalRevenueColumnAmt |
| Exclusion | $1,625,456 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,544,915 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $96,510 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $255,761 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,433,578 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,050,674 | TotalAmt |
| Program Services | $6,050,674 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,752 | TotalAmt |
| Program Services | $76,301 | ProgramServicesAmt |
| Management And General | $53,411 | ManagementAndGeneralAmt |
| Fundraising | $61,040 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,500 | TotalAmt |
| Program Services | $298,373 | ProgramServicesAmt |
| Management And General | $121,281 | ManagementAndGeneralAmt |
| Fundraising | $42,846 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,216 | TotalAmt |
| Program Services | $10,456 | ProgramServicesAmt |
| Management And General | $2,731 | ManagementAndGeneralAmt |
| Fundraising | $2,029 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,126 | TotalAmt |
| Program Services | $13,641 | ProgramServicesAmt |
| Management And General | $4,938 | ManagementAndGeneralAmt |
| Fundraising | $4,547 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,959 | TotalAmt |
| Program Services | $25,911 | ProgramServicesAmt |
| Management And General | $12,014 | ManagementAndGeneralAmt |
| Fundraising | $7,034 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,768 | TotalAmt |
| Management And General | $23,768 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,531 | TotalAmt |
| Program Services | $123,802 | ProgramServicesAmt |
| Management And General | $377,729 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,250 | TotalAmt |
| Program Services | $98,546 | ProgramServicesAmt |
| Management And General | $23,259 | ManagementAndGeneralAmt |
| Fundraising | $445 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,566 | TotalAmt |
| Management And General | $42,566 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,795 | TotalAmt |
| Program Services | $6,562 | ProgramServicesAmt |
| Management And General | $10,517 | ManagementAndGeneralAmt |
| Fundraising | $3,716 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,142 | TotalAmt |
| Program Services | $9,307 | ProgramServicesAmt |
| Management And General | $13,677 | ManagementAndGeneralAmt |
| Fundraising | $7,158 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,036 | TotalAmt |
| Program Services | $19,262 | ProgramServicesAmt |
| Management And General | $22,726 | ManagementAndGeneralAmt |
| Fundraising | $7,048 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,559 | TotalAmt |
| Program Services | $69,275 | ProgramServicesAmt |
| Management And General | $6,408 | ManagementAndGeneralAmt |
| Fundraising | $10,876 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,046 | TotalAmt |
| Management And General | $1,046 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,456 | TotalAmt |
| Program Services | $13,456 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,154 | TotalAmt |
| Program Services | $9,550 | ProgramServicesAmt |
| Management And General | $8,648 | ManagementAndGeneralAmt |
| Fundraising | $5,956 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | $37,040 | $37,040 | ||
| LIFE INSURANCE PREMIUMS | $25,262 | $25,262 | ||
| DUES & PUBLICATIONS | $4,280 | $1,069 | $2,473 | $738 |
| BAD DEBT EXPENSE | $2,750 | $2,750 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,086 | TotalAmt |
| Program Services | $21,172 | ProgramServicesAmt |
| Management And General | $914 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,803,948 | TotalAmt |
| Program Services | $6,884,023 | ProgramServicesAmt |
| Management And General | $766,492 | ManagementAndGeneralAmt |
| Fundraising | $153,433 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,090,249 | BOYAmt |
| EOY | $749,811 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $133,674 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,147 | BOYAmt |
| EOY | $107,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $176,685 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $154,418 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,363 | BOYAmt |
| EOY | $22,267 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,508,466 | BOYAmt |
| EOY | $31,967,486 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,519,196 | BOYAmt |
| EOY | $12,385,821 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,313 | BOYAmt |
| EOY | $11,657 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,095,363 | BOYAmt |
| EOY | $1,127,462 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,298,097 | BOYAmt |
| EOY | $46,505,194 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,453 | BOYAmt |
| EOY | $109,260 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,694 | BOYAmt |
| EOY | $126,175 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,558,485 | BOYAmt |
| EOY | $4,746,548 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $157,918 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $66,737 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,695,632 | BOYAmt |
| EOY | $5,206,638 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,237,232 | BOYAmt |
| EOY | $14,284,283 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,199,235 | BOYAmt |
| EOY | $5,543,768 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,165,998 | BOYAmt |
| EOY | $21,470,505 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,602,465 | BOYAmt |
| EOY | $41,298,556 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,298,097 | BOYAmt |
| EOY | $46,505,194 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,740,967 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $147,358 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,192,234 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $1,670,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,164,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,848,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,494,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,759,066 | CurrentTaxYearAmt |
| Total | $25,937,996 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,670,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,164,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,848,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,494,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,759,066 | CurrentTaxYearAmt |
| Total | $25,937,996 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,643,554 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,294,442 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $783,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $547,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $915,471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $873,903 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $808,122 | CurrentTaxYearAmt |
| Total | $3,928,655 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,866,651 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $500,048 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63450 | 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 | 111 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,271,213 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $4,167,969 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $13,543,566 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,685,464 | BeginningYearBalanceAmt |
| Contributions | $1,312,527 | ContributionsAmt |
| Investment Earnings Or Losses | $1,080,379 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,326,919 | OtherExpendituresAmt |
| End Year Balance | $21,751,451 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,037,994 | BeginningYearBalanceAmt |
| Contributions | $491,762 | ContributionsAmt |
| Investment Earnings Or Losses | -$615,858 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,228,434 | OtherExpendituresAmt |
| End Year Balance | $20,685,464 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,050,578 | BeginningYearBalanceAmt |
| Contributions | $253,805 | ContributionsAmt |
| Investment Earnings Or Losses | $967,331 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,246,353 | OtherExpendituresAmt |
| End Year Balance | $22,037,994 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,309,979 | BeginningYearBalanceAmt |
| Contributions | $207,601 | ContributionsAmt |
| Investment Earnings Or Losses | $3,506,594 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,132,635 | OtherExpendituresAmt |
| End Year Balance | $22,050,578 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,174,415 | BeginningYearBalanceAmt |
| Contributions | $171,331 | ContributionsAmt |
| Investment Earnings Or Losses | $2,267,002 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,302,769 | OtherExpendituresAmt |
| End Year Balance | $19,309,979 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.87610 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12390 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,884 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,705 | DepreciationAmt |
| Book Value | $20,179 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $91,221 | OtherCostOrOtherBasisAmt |
| Depreciation | $89,133 | DepreciationAmt |
| Book Value | $2,088 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,580 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,580 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,267 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FUND OF FUNDS - ALTERNATIVE INVESTMENTS | $12,202,330 | F |
| BENEFICIAL INTERESTS IN CHARITABLE REMAINDER TRUST | $44,098 | F |
| OTHER INVESTMENTS | $139,393 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,385,821 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITIES | Desc |
| Amt | $66,737 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $66,737 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,235,075 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $147,358 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$8,020 | OtherRevenueAmt |
| Revenue Not Reported | $139,338 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,095,737 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $418,279 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,030,899 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,449,178 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,544,915 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,538,984 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,538,984 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $418,279 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $846,685 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,264,964 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,803,948 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE FOUNDATION MANAGES FUNDS AS AN AGENT FOR OTHER NOT-FOR-PROFIT ORGANIZATIONS. AS AGENT, THE FOUNDATION ESTABLISHES, MANAGES, AND INVESTS THE FUNDS IN THE ORGANIZATION'S NAME. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS OF THE FOUNDATION ARE FUNDS PERMANENTLY RESTRICTED BY DONORS AND WILL BE USED TO FUND FUTURE GRANTS AND OTHER EXEMPT PURPOSE EXPENDITURES. |
| PART X, LINE 2: | THE FOUNDATION RECOGNIZES UNCERTAIN TAX POSITIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AT DECEMBER 31, 2016 AND 2015, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PHOENIX JEWISH NEWS, LLC AND JCF HOLDINGS, LLC ARE DISREGARDED ENTITIES FOR TAX REPORTING PURPOSES. THE FOUNDATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ASSESS FROM NET ADVERTISING REVENUE GENERATED BY PHOENIX JEWISH NEWS, LLC. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS -8,020. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REVENUES AND GAINS ON FUNDS HELD FOR OTHERS 2,044,627. FUNDS HELD FOR OTHER INVESTMENT EXPENSE ADJUSTMENT -13,728. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES ON FUNDS HELD FOR OTHERS 860,413. FUNDS HELD FOR OTHER INVESTMENT EXPENSE ADJUSTMENT -13,728. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (105 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AHAVAS TORAH - THE SCOTTSDALE TORAH CENTER | |||||||
| 13402 N SCOTTSDALE RD | SCOTTSDALE | AZ | 85254 | 133181154 | 501(C)(3) | $19,560 | OPERATIONAL SUPPORT |
| ALLIANCE FOR MIDDLE EAST PEACE INC | |||||||
| 10701 PARKRIDGE BLVD STE 300 | RESTON | VA | 20191 | 205879279 | 501(C)(3) | $60,000 | OPERATIONAL SUPPORT |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE THE | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | 131623886 | 501(C)(3) | $35,038 | OPERATIONAL SUPPORT |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 100063702 | 131996126 | 501(C)(3) | $9,005 | OPERATIONAL SUPPORT |
| AMERICAN FRIENDS OF THE AIU | |||||||
| 150 W 30TH ST | NEW YORK | NY | 10001 | 135626342 | 501(C)(3) | $12,000 | OPERATIONAL SUPPORT |
| AMERICAN HEART ASSOCIATION | |||||||
| 2929 S 48TH STREET | TEMPE | AZ | 85282 | 135613797 | 501(C)(3) | $5,250 | OPERATIONAL SUPPORT |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | 521623781 | 501(C)(3) | $75,000 | OPERATIONAL SUPPORT |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 711 THIRD AVE | NEW YORK | NY | 10017 | 131656634 | 501(C)(3) | $22,500 | OPERATIONAL SUPPORT |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 W 36TH ST | NEW YORK | NY | 100187904 | 222584370 | 501(C)(3) | $27,280 | OPERATIONAL SUPPORT |
| AMERICAN SOCIETY FOR TECHNION | |||||||
| 4079 GOVERNOR DRIVE | SAN DIEGO | CA | 92122 | 130434195 | 501(C)(3) | $9,038 | OPERATIONAL SUPPORT |
| ANTI-DEFAMATION LEAGUE | |||||||
| 3200 N CENTRAL AVE | PHOENIX | AZ | 85012 | 131818723 | 501(C)(3) | $150,450 | OPERATIONAL SUPPORT |
| ANYTOWN LEADERSHIP PROGRAM | |||||||
| 1601 N 7TH ST | PHOENIX | AZ | 85006 | 472617651 | 501(C)(3) | $6,899 | OPERATIONAL SUPPORT |
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK | PHOENIX | AZ | 85016 | 860348306 | 501(C)(3) | $30,000 | OPERATIONAL SUPPORT |
| ARIZONA JEWISH HISTORICAL SOCIETY | |||||||
| 122 E CULVER STREET | PHOENIX | AZ | 85004 | 860410245 | 501(C)(3) | $14,530 | OPERATIONAL SUPPORT |
| ARIZONA OPERA | |||||||
| 1636 N CENTRAL AVE | PHOENIX | AZ | 85004 | 237169261 | 501(C)(3) | $6,500 | OPERATIONAL SUPPORT |
| ARIZONA THEATRE COMPANY | |||||||
| PO BOX 1631 | TUCSON | AZ | 85702 | 860211777 | 501(C)(3) | $12,075 | OPERATIONAL SUPPORT |
| ASU FOUNDATION | |||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | 866051042 | 501(C)(3) | $94,922 | OPERATIONAL SUPPORT |
| BALLET ARIZONA | |||||||
| 2835 E WASHINGTON ST | PHOENIX | AZ | 85034 | 860367773 | 501(C)(3) | $7,750 | OPERATIONAL SUPPORT |
| BANNER HEALTH FOUNDATION | |||||||
| 2901 N CENTRAL AVE | PHOENIX | AZ | 85012 | 942545356 | 501(C)(3) | $100,000 | OPERATIONAL SUPPORT |
| BELLINGHAM FESTIVAL OF MUSIC | |||||||
| PO BOX 818 | BELLINGHAM | WA | 98227 | 911599603 | 501(C)(3) | $5,000 | OPERATIONAL SUPPORT |
| BETH EL CONGREGATION | |||||||
| 1118 W GLENDALE AVE | PHOENIX | AZ | 85021 | 860098914 | 501(C)(3) | $15,876 | OPERATIONAL SUPPORT |
| BIG SUNDAY | |||||||
| 6111 MELROSE AVE | LOS ANGELES | CA | 90038 | 421765317 | 501(C)(3) | $5,000 | OPERATIONAL SUPPORT |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 E 33RD STREET | NEW YORK | NY | 10016 | 134092050 | 501(C)(3) | $5,514 | OPERATIONAL SUPPORT |
| B'NAI BRITH YOUTH ORGANIZATIONMOUNTAIN REGION | |||||||
| 800 8TH STREET | WASHINGTON | DC | 20001 | 311794932 | 501(C)(3) | $13,679 | OPERATIONAL SUPPORT |
| BROPHY COLLEGE PREPARATORY | |||||||
| 4701 N CENTRAL AVENUE | PHOENIX | AZ | 850121797 | 860119984 | 501(C)(3) | $17,750 | OPERATIONAL SUPPORT |
| BUREAU OF JEWISH EDUCATION | |||||||
| 12701 N SCOTTSDALE ROAD | SCOTTSDALE | AZ | 85254 | 860560654 | 501(C)(3) | $75,870 | OPERATIONAL SUPPORT |
| CAMELOT THERAPEUTIC HORSEMANSHIP INC | |||||||
| 23623 N SCOTTSDALE RD | SCOTTSDALE | AZ | 85255 | 860444470 | 501(C)(3) | $25,000 | OPERATIONAL SUPPORT |
| CAMP DAISY AND HARRY STEIN | |||||||
| 10460 N 56TH ST | SCOTTSDALE | AZ | 85253 | 860113949 | 501(C)(3) | $38,070 | OPERATIONAL SUPPORT |
| CAMP KULANU | |||||||
| 1118 W GLENDALE AVE | PHOENIX | AZ | 85021 | 273219251 | 501(C)(3) | $7,867 | OPERATIONAL SUPPORT |
| CAMP RAMAH | |||||||
| 17525 VENTURA BLVD 201 | ENCINO | CA | 91316 | 951843131 | 501(C)(3) | $11,175 | OPERATIONAL SUPPORT |
| CAMP SWIFT | |||||||
| 7950 E ACOMA | SCOTTSDALE | AZ | 85260 | 860793061 | 501(C)(3) | $16,744 | OPERATIONAL SUPPORT |
| CHABAD AT NAU | |||||||
| 1254 W UNIVERSITY AVE | FLAGSTAFF | AZ | 86001 | 204963466 | 501(C)(3) | $30,360 | OPERATIONAL SUPPORT |
| CHABAD OF ARIZONA CAMP GAN ISRAEL | |||||||
| 2111 E LINCOLN DRIVE | PHOENIX | AZ | 85016 | 860441056 | 501(C)(3) | $35,141 | OPERATIONAL SUPPORT |
| CHABAD WEST VALLEY | |||||||
| 7942 W BELL ROAD | GLENDALE | AZ | 85308 | 200541723 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT |
| CONGREGATION BETH ISRAEL | |||||||
| 10460 N 56TH STREET | SCOTTSDALE | AZ | 85253 | 860113949 | 501(C)(3) | $32,401 | OPERATIONAL SUPPORT |
| CONGREGATION BETH TEFILLAH | |||||||
| 10636 N 71ST WAY | SCOTTSDALE | AZ | 85254 | 272868500 | 501(C)(3) | $44,180 | OPERATIONAL SUPPORT |
| CONGREGATION KEHILLAH | |||||||
| 21001 N TATUM BLVD | PHOENIX | AZ | 85050 | 262089075 | 501(C)(3) | $19,000 | OPERATIONAL SUPPORT |
| CONGREGATION OF TZION | |||||||
| 9096 E BAHIA | SCOTTSDALE | AZ | 85260 | 352187429 | 501(C)(3) | $161,351 | OPERATIONAL SUPPORT |
| COUNCIL FOR JEWS WITH SPECIAL NEEDS | |||||||
| 12701 N SCOTTSDALE ROAD | SCOTTSDALE | AZ | 85254 | 860626273 | 501(C)(3) | $53,044 | OPERATIONAL SUPPORT |
| DESERT BOTANICAL GARDENS | |||||||
| 1201 N GALVIN PARKWAY | PHOENIX | AZ | 85008 | 860136925 | 501(C)(3) | $12,750 | OPERATIONAL SUPPORT |
| DESERT GATHERINGS INC | |||||||
| 4560 E QUAIL TRACK DRIVE | CAVE CREEK | AZ | 85331 | 371787214 | 501(C)(3) | $5,500 | OPERATIONAL SUPPORT |
| FRESH START WOMEN'S FOUNDATION | |||||||
| 1130 E MCDOWELL | PHOENIX | AZ | 85006 | 860762610 | 501(C)(3) | $10,200 | OPERATIONAL SUPPORT |
| GLF GLOBAL LEADERSHIP FOUNDATION USA | |||||||
| 330 CLARENDON BLVD | ARLINGTON | VA | 22201 | 202209263 | 501(C)(3) | $5,000 | OPERATIONAL SUPPORT |
| GONZAGA UNIVERSITY SCHOOL OF LAW FOUNDATION | |||||||
| 721 N CINCINNATI ST | SPOKANE | WA | 99220 | 237052227 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT |
| GRAND CANYON UNIVERSITY SCHOLARSHIP FOUNDATION | |||||||
| 24 W CAMELBACK ROAD | PHOENIX | AZ | 85013 | 204879525 | 501(C)(3) | $5,000 | OPERATIONAL SUPPORT |
| GREATER PHOENIX BOARD OF RABBIS | |||||||
| 5849 E JUSTINE ROAD | SCOTTSDALE | AZ | 85254 | 472312289 | 501(C)(3) | $90,000 | OPERATIONAL SUPPORT |
| GREATER PHOENIX JEWISH FILM FESTIVAL | |||||||
| 6501 E GREENWAY PARKWAY | SCOTTSDALE | AZ | 85254 | 263418857 | 501(C)(3) | $10,800 | OPERATIONAL SUPPORT |
| HADASSAH | |||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 10019 | 131656651 | 501(C)(3) | $5,500 | OPERATIONAL SUPPORT |
| HILLEL AT ARIZONA STATE UNIVERSITY | |||||||
| 1012 SOUTH MILL AVENUE | TEMPE | AZ | 85281 | 866053859 | 501(C)(3) | $46,740 | OPERATIONAL SUPPORT |
| HOSPICE OF THE VALLEY | |||||||
| 1510 E FLOWER ST | PHOENIX | AZ | 85014 | 860338886 | 501(C)(3) | $59,000 | OPERATIONAL SUPPORT |
| ICAN (INTERNATIONAL CANCER ADVOCACY NETWORK) | |||||||
| 27 WEST MORTEN AVENUE | PHOENIX | AZ | 85021 | 860818253 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT |
| INA LEVINE JCCLLC VALLEY OF THE SUN JEWISH COMMUNITY CENTER | |||||||
| 12701 N SCOTTSDALE ROAD | SCOTTSDALE | AZ | 85254 | 860622258 | 501(C)(3) | $736,372 | OPERATIONAL SUPPORT |
| ISRAEL POLICY FORUM INC | |||||||
| 140 W 57TH ST | NEW YORK | NY | 10019 | 900653286 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT |
| J STREET EDUCATION FUND | |||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | 202777557 | 501(C)(3) | $100,137 | OPERATIONAL SUPPORT |
| JEWISH ARIZONANS ON CAMPUS | |||||||
| 6740 N VOLTAIRE AVE | SCOTTSDALE | AZ | 85254 | 261614122 | 501(C)(3) | $76,160 | OPERATIONAL SUPPORT |
| JEWISH COMMUNITY SERVICES OF SOUTH FLORIDA INC | |||||||
| 735 NORTHEAST 125TH ST | NORTH MIAMI BEACH | FL | 33161 | 590637867 | 501(C)(3) | $50,000 | OPERATIONAL SUPPORT |
| JEWISH FAMILY & CHILDREN'S SERVICE | |||||||
| 4747 N 7TH STREET | PHOENIX | AZ | 85014 | 860096781 | 501(C)(3) | $94,007 | OPERATIONAL SUPPORT |
| JEWISH FEDERATION OF GREATER PHOENIX INC (JCA) | |||||||
| 12701 N SCOTTSDALE ROAD | SCOTTSDALE | AZ | 85254 | 453910992 | 501(C)(3) | $981,892 | OPERATIONAL SUPPORT |
| JEWISH FEDERATIONS OF NORTH AMERICA INC | |||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | 131624240 | 501(C)(3) | $7,931 | OPERATIONAL SUPPORT |
| JEWISH FUNDERS NETWORK | |||||||
| 150 W 30TH ST | NEW YORK | NY | 10001 | 232742482 | 501(C)(3) | $5,600 | OPERATIONAL SUPPORT |
| JEWISH GENETIC DISEASES CENTER OF GREATER PHOENIX | |||||||
| 12701 N SCOTTSDALE RD | SCOTTSDALE | AZ | 85254 | 208139446 | 501(C)(3) | $21,760 | OPERATIONAL SUPPORT |
| JEWISH NATIONAL FUND | |||||||
| 7120 HAYVENHURST AVE | VAN NUYS | CA | 91406 | 131659627 | 501(C)(3) | $183,022 | OPERATIONAL SUPPORT |
| JEWISH TUITION ORGANIZATION | |||||||
| 12701 N SCOTTSDALE RD | SCOTTSDALE | AZ | 85254 | 860970081 | 501(C)(3) | $40,495 | OPERATIONAL SUPPORT |
| KIVEL CAMPUS OF CARE | |||||||
| 3040 N 36TH STREET | PHOENIX | AZ | 85018 | 237157268 | 501(C)(3) | $6,008 | OPERATIONAL SUPPORT |
| NCSY - TJJ | |||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | 135623717 | 501(C)(3) | $28,850 | OPERATIONAL SUPPORT |
| NFTY IN ISRAEL - NY | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | 131663143 | 501(C)(3) | $7,900 | OPERATIONAL SUPPORT |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVENUE | NEW YORK | NY | 10017 | 136104086 | 501(C)(3) | $67,603 | OPERATIONAL SUPPORT |
| PARDES JEWISH DAY SCHOOL | |||||||
| 12753 N SCOTTSDALE ROAD | SCOTTSDALE | AZ | 85254 | 860969657 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT |
| PENINSULA TEMPLE SHOLOM | |||||||
| 1655 SEBASTIAN DRIVE | BURLINGAME | CA | 94010 | 946024560 | 501(C)(3) | $16,000 | OPERATIONAL SUPPORT |
| PHOENIX ART MUSEUM | |||||||
| 1625 N CENTRAL AVENUE | PHOENIX | AZ | 850041685 | 860765761 | 501(C)(3) | $20,550 | OPERATIONAL SUPPORT |
| PHOENIX CHILDREN'S HOSPITAL | |||||||
| 2929 E CAMELBACK | PHOENIX | AZ | 850164425 | 860422559 | 501(C)(3) | $11,536 | OPERATIONAL SUPPORT |
| PHOENIX COMMUNITY KOLLEL | |||||||
| 6516 N 7TH ST | PHOENIX | AZ | 85014 | 860964706 | 501(C)(3) | $56,066 | OPERATIONAL SUPPORT |
| PHOENIX HOLOCAUST SURVIVORS' ASSOCIATION | |||||||
| 12701 N SCOTTSDALE RD | SCOTTSDALE | AZ | 85254 | 860517079 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT |
| PHOENIX JEWISH FREE LOAN ASSOCIATION | |||||||
| 3443 N CENTRAL AVE | PHOENIX | AZ | 85012 | 866052446 | 501(C)(3) | $42,733 | OPERATIONAL SUPPORT |
| PHOENIX SYMPHONY | |||||||
| 1 N 1ST ST | PHOENIX | AZ | 85004 | 866000134 | 501(C)(3) | $12,400 | OPERATIONAL SUPPORT |
| PHOENIX THEATRE | |||||||
| 100 E MCDOWELL | PHOENIX | AZ | 85004 | 860108839 | 501(C)(3) | $10,125 | OPERATIONAL SUPPORT |
| PLANNED PARENTHOOD ARIZONA | |||||||
| 4751 N 15TH ST | PHOENIX | AZ | 85014 | 860146520 | 501(C)(3) | $8,500 | OPERATIONAL SUPPORT |
| ROSIE'S HOUSE | |||||||
| PO BOX 13446 | PHOENIX | AZ | 85002 | 860650451 | 501(C)(3) | $10,600 | OPERATIONAL SUPPORT |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| 7 COLLEGE AVE | NEW BRUNSWICK | NJ | 08901 | 237318742 | 501(C)(3) | $16,000 | OPERATIONAL SUPPORT |
| SAN DIEGO CIVIC YOUTH BALLET INC | |||||||
| 1650 E PRADO | SAN DIEGO | CA | 92101 | 237079373 | 501(C)(3) | $5,000 | OPERATIONAL SUPPORT |
| SEDONA INTERNATIONAL FILM FESTIVAL | |||||||
| 2030 W STATE ROUTE 89A | SEDONA | AZ | 86336 | 200351857 | 501(C)(3) | $7,000 | OPERATIONAL SUPPORT |
| SHIR HADASH | |||||||
| 11 E 86TH STREET | NEW YORK | NY | 10028 | 134045616 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT |
| SOJOURNER CENTER | |||||||
| PO BOX 20156 | PHOENIX | AZ | 85036 | 942465081 | 501(C)(3) | $5,200 | OPERATIONAL SUPPORT |
| SONORAN PREVENTION WORKS | |||||||
| PO BOX 20032 | PHOENIX | AZ | 85036 | 300760098 | 501(C)(3) | $8,161 | OPERATIONAL SUPPORT |
| TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING | |||||||
| 254 W 31ST STREET | NEW YORK | NY | 10001 | 133695475 | 501(C)(3) | $5,000 | OPERATIONAL SUPPORT |
| TEMPLE BETH SHALOM | |||||||
| 12202 N 101ST AVENUE | SUN CITY | AZ | 85351 | 237112839 | 501(C)(3) | $9,230 | OPERATIONAL SUPPORT |
| TEMPLE BETH SHOLOM OF THE EAST VALLEY | |||||||
| 3400 N DOBSON RD | CHANDLER | AZ | 85224 | 860209884 | 501(C)(3) | $15,917 | OPERATIONAL SUPPORT |
| TEMPLE CHAI | |||||||
| 4645 E MARILYN ROAD | PHOENIX | AZ | 85032 | 942381671 | 501(C)(3) | $43,748 | OPERATIONAL SUPPORT |
| TEMPLE SOLEL | |||||||
| 6805 E MCDONALD DRIVE | PARADISE VALLEY | AZ | 85253 | 860223187 | 501(C)(3) | $69,419 | OPERATIONAL SUPPORT |
| TEMPLE SOLEL OF NORTHERN SAN DIEGO COUNTY INC | |||||||
| 3575 MANCHESTER AVE | CARDIFF | CA | 92007 | 953319995 | 501(C)(3) | $5,000 | OPERATIONAL SUPPORT |
| TGEN FOUNDATION | |||||||
| 445 N 5TH STREET STE 120 | PHOENIX | AZ | 85004 | 331092191 | 501(C)(3) | $50,084 | OPERATIONAL SUPPORT |
| THE NEW SHUL | |||||||
| 7825 E PARADISE LN | SCOTTSDALE | AZ | 85260 | 731645783 | 501(C)(3) | $11,900 | OPERATIONAL SUPPORT |
| TORAH DAY SCHOOL OF PHOENIX | |||||||
| 1118 W GLENDALE AVE | PHOENIX | AZ | 85021 | 273219251 | 501(C)(3) | $9,500 | OPERATIONAL SUPPORT |
| US MIDDLE EAST PROJECT | |||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | 412213721 | 501(C)(3) | $50,000 | OPERATIONAL SUPPORT |
| UA FOUNDATION - ELLER COLLEGE OF MANAGEMENT | |||||||
| 1130 E HELEN STREET | TUCSON | AZ | 85721 | 455322674 | 501(C)(3) | $20,000 | OPERATIONAL SUPPORT |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | 310896555 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT |
| UNIVERSITY OF ARIZONA FOUNDATIONCOLLEGE OF P | |||||||
| PO BOX 210096 | TUCSON | AZ | 857210096 | 866050388 | 501(C)(3) | $77,627 | OPERATIONAL SUPPORT |
| UNIVERSITY OF ROCHESTER | |||||||
| 300 E RIVER RD | ROCHESTER | NY | 14627 | 160743209 | 501(C)(3) | $200,000 | OPERATIONAL SUPPORT |
| UNIVERSITY OF SOUTHERN CALIFORNIA-ATHLETICS | |||||||
| 3501 WATT WAY | LOS ANGELES | CA | 90089 | 951642394 | 501(C)(3) | $37,500 | OPERATIONAL SUPPORT |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | 521309391 | 501(C)(3) | $19,658 | OPERATIONAL SUPPORT |
| VALLEY BEIT MIDRASH | |||||||
| 4645 E MARILYN ROAD | PHOENIX | AZ | 85032 | 455443715 | 501(C)(3) | $199,017 | OPERATIONAL SUPPORT |
| WHISPERING HOPE RANCH FOUNDATION | |||||||
| PO BOX 54070 | PHOENIX | AZ | 85078 | 860887696 | 501(C)(3) | $15,000 | OPERATIONAL SUPPORT |
| WOMEN'S JEWISH LEARNING CENTER | |||||||
| 7825 E PARADISE LANE | SCOTTSDALE | AZ | 85260 | 273905817 | 501(C)(3) | $35,200 | OPERATIONAL SUPPORT |
| YESHIVA HIGH SCHOOL OF ARIZONA | |||||||
| 727 E GLENDALE | PHOENIX | AZ | 85020 | 271115247 | 501(C)(3) | $67,700 | OPERATIONAL SUPPORT |
| ZIONIST ORGANIZATION OF AMERICA | |||||||
| 4 E 34TH ST | NEW YORK | NY | 10016 | 135628475 | 501(C)(3) | $5,460 | OPERATIONAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 105 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | DEAN TEACHING SCHOLARSHIPS AWARDS | GrantTypeTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $10,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH ORGANIZATION ACCEPTING A DONOR ADVISED GRANT MUST SUBMIT WRITTEN ACKNOWLEDGMENT THAT THE DISTRIBUTION WILL NOT BE PROVIDED FOR THE BENEFIT OR PRIVILEGE OF THE ORIGINAL ADVISING DONOR, NOR REPRESENTS THE PAYMENT OF ANY PLEDGE OR OTHER FINANCIAL OBLIGATION. EACH ORGANIZATION ACCEPTING ENDOWMENT FUND GRANTS FOR RESTRICTED PURPOSES MUST SUBMIT WRITTEN REPORTS ON THE APPLICATIONS OF THE FUNDS GRANTED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | RICHARD KASPER | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $178,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $2,500 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $9,025 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,227 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $190,752 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 54 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,020,492 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK EXCHANGE VALUE | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $538,875 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | PHOENIX JEWISH NEWS (PJN), AN ORGANIZATION IN ARIZONA THAT PRINTS AND DISTRIBUTES A FREE JEWISH NEWSPAPER, WAS CONTRIBUTED TO THE FOUNDATION JULY 15, 2016. PJN WILL BE A DISREGARDED ENTITY FOR REPORTING PURPOSES. |
| FORM 990, PART VI, SECTION A, LINE 1 | EXECUTIVE COMMITTEE. BETWEEN THE MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL HAVE THE SAME POWERS AND EXERCISE THE SAME DUTIES AS THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION, SUBJECT ONLY TO THE PROVISIONS OF THE ANCA, THE ARTICLES OF INCORPORATION, AND THESE BYLAWS. THE EXECUTIVE COMMITTEE SHALL: (1) CONSIST OF NOT FEWER THAN SIX (6) OR MORE THAN NINE (9) MEMBERS OF THE BOARD OF DIRECTORS. THE IMMEDIATE PAST CHAIR OF THE BOARD OF DIRECTORS SHALL SERVE AS AN EX-OFFICIO, VOTING MEMBER OF THE EXECUTIVE COMMITTEE FOR A PERIOD CONCURRENT WITH THE TERM OF HIS OR HER SUCCESSOR AS CHAIR. EACH DULY ELECTED AND ACTING OFFICER OF THE CORPORATION SHALL SERVE DURING HIS OR HER TERM IN OFFICE. THE CHAIR, WITH THE ADVICE OF THE BOARD OF DIRECTORS, MAY APPOINT THE BALANCE OF THE COMMITTEE FROM AMONG THE REMAINING DIRECTORS. IN ADDITION, ALL OTHER PAST CHAIRS OF THE BOARD OF DIRECTORS MAY BE NAMED EXOFFICIO, NONVOTING MEMBERS OF THE EXECUTIVE COMMITTEE; (2) RECOMMEND THE COMPENSATION FOR THE PRESIDENT, CONDUCT PERIODIC PERFORMANCE REVIEWS OF THE PRESIDENT AND DEVELOP A PLAN FOR PRESIDENTIAL SUCCESSION; (3) KEEP AND DISTRIBUTE TO THE FULL BOARD AGENDAS AND MINUTES OF ALL OF ITS MEETINGS. ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO AND MAY BE REVIEWED BY THE BOARD OF DIRECTORS AT ITS NEXT MEETING; AND (4) THE CHAIR MAY AUTHORIZE ATTENDANCE OF A NON-EXECUTIVE COMMITTEE MEMBER AT AN EXECUTIVE SESSION OF THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE FOUNDATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. BEFORE FILING, THE RETURN IS CAREFULLY REVIEWED BY MANAGEMENT WITH ALL NECESSARY MODIFICATIONS BEING INCORPORATED INTO THE DOCUMENT BEFORE FILING. THE ORGANIZATION'S DIRECTOR OF FINANCE AND OPERATIONS AND THE FINANCE CHAIR WILL REVIEW AND APPROVE THE FORM 990. THE FULL BOARD OF DIRECTORS WILL HAVE A DRAFT OF THE PUBLIC INSPECTION COPY OF THE FORM 990 FOR THEIR REVIEW. THE FINAL VERSION OF THE COMPLETE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS AT ONE OF ITS REGULAR MEETINGS FOR BOARD APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT ADDRESSES THE CONSIDERATION OF POTENTIAL CONFLICTS OF INTEREST BY THE BOARD OF DIRECTORS, COMMITTEE MEMBERS, VOLUNTEERS, KEY EMPLOYEES, AND THEIR RELATIVES. AS PER THE POLICY, BOARD AND COMMITTEE MEMBERS MUST MAKE DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST AND MUST ABSTAIN FROM VOTING ON ANY ACTION IN WHICH THEY MAY HAVE AN INTEREST. ANY MATTER OF QUESTION OR INTERPRETATION THAT ARISES RELATING TO THE CONFLICT OF INTEREST POLICY IS REFERRED TO THE BOARD CHAIR FOR DECISION AND/OR FOR REFERRAL TO THE BOARD OF DIRECTORS FOR DECISION WHERE APPROPRIATE. ON AN ANNUAL BASIS, ALL BOARD MEMBERS ARE REQUIRED TO SIGN OFF ON AN ANNUAL CONFLICT OF INTEREST FORM, EITHER STATING ANY KNOWN CONFLICTS, OR STATING THAT THERE ARE NONE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION FOR THE FOUNDATION'S PRESIDENT IS DETERMINED UTILIZING REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION MAKING PROCESS. THE PROCESS WAS LAST UNDERTAKEN IN 2016. THE PRESIDENT OF THE FOUNDATION DETERMINES THE COMPENSATION OF OTHER KEY EMPLOYEES OF THE ORGANIZATION UTILIZING COMPARABILITY DATA AND WITHIN THE ESTABLISHED BUDGETARY GUIDELINES ESTABLISHED BY THE BOARD OF DIRECTORS. THE PROCESS WAS LAST UNDERTAKEN IN 2016. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART X, LINE 25 & 26: | DURING THE YEAR ENDING DECEMBER 31, 2016, AN AUDIT WORK PAPER ERROR WAS DISCOVERED RELATED TO FUNDS HELD FOR OTHERS AND UNRESTRICTED NET ASSETS IN THE PRIOR YEAR. AS A RESULT OF THIS ERROR, FUNDS HELD FOR OTHERS WAS OVERSTATED BY AND UNRESTRICTED NET ASSETS WERE UNDERSTATED BY $1,127,506 AS OF JANUARY 1, 2015. FUNDS HELD FOR OTHER NOT-FOR-PROFIT ORGANIZATIONS WAS DECREASED BY AND UNRESTRICTED NET ASSETS WERE INCREASED BY $1,127,506 AS OF DECEMBER 31, 2015. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS -8,020. RECLASS CHANGE IN FUNDS HELD FOR OTHERS TO LIABILITY ACCOUNT -1,184,214. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| JCF SPECIAL HOLDINGS LLC | ||||||||
| 12701 N SCOTTSDALE ROAD SUITE 202 | SCOTTSDALE | AZ | 85254 | HOLDING COMPANY FOR PHOENIX JEWISH NEWS | AZ | $0 | $0 | JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX |
| PHOENIX JEWISH NEWS | ||||||||
| 12701 N SCOTTSDALE ROAD SUITE 202 | SCOTTSDALE | AZ | 85254 | PRINTS AND DISTRIBUTES A FREE JEWISH NEWSPAPER | AZ | $284,117 | $237,765 | JCF SPECIAL HOLDINGS LLC |
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