2017-10-06T19:31:12-05:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS RD STE 2300 PHOENIX AZ 85012 990 2016-01-01 470874376 JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX JEWI 4806991717 12701 N SCOTTSDALE ROAD NO 202 SCOTTSDALE AZ 85254 RICHARD KASPER PRESIDENT 4806991717 2017-09-25 1 JACQUELINE ECKMAN P01300648 6022662248 67.137.57.251 2017-09-25 14:58:02 US P E9F310E552A983DEE0D16D26B85D24D51800DFDA F3A14C438702A0C9498AEC3B87BF809E4C87BB46 2016 2021-01-29 14:40:06Z RICHARD KASPER 12701 N SCOTTSDALE ROAD NO 202 SCOTTSDALE AZ 85254 19798253 0 X WWW.JCFPHOENIX.ORG X 2002 AZ PHILANTHROPIC ASSET MANAGEMENT AND GRANTMAKING TO BOTH JEWISH AND SECULAR CHARITABLE ORGANIZATIONS. 23 23 6 50 255761 0 6494747 6759066 101753 352271 2054826 2433578 0 0 8651326 9544915 7751444 6060674 0 0 555452 736553 0 0 153433 571640 1006721 8878536 7803948 -227210 1740967 44298097 46505194 3695632 5206638 40602465 41298556 X BUILDING A PERMANENT SOURCE OF FINANCIAL SUPPORT FOR A VIBRANT, ENDURING JEWISH COMMUNITY. 1 0 5334281 5334281 0 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. 1310240 726393 38120 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. 169965 0 0 JCF SPECIAL HOLDINGS: PRINTS AND DISTRIBUTES A FREE JEWISH NEWSPAPER TO THE JEWISH COMMUNITY AND OTHERS. 69537 58390 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. 69537 58390 6884023 1 1 0 0 0 1 0 0 1 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 21 0 6 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AZ X X DONNA CORCORAN 4806991717 12701 N SCOTTSDALE ROAD NO 202 SCOTTSDALE AZ 85254 BETH JO ZEITZER BOARD CHAIR 1.00 X X 0 0 0 ROBERT ROOS VICE CHAIR 1.00 X X 0 0 0 ALAN GOLD TREASURER 1.00 X X 0 0 0 JONATHAN HOFFER SECRETARY 1.00 X X 0 0 0 W DAVID WEINER IMMEDIATE PAST CHAIR 1.00 X 0 0 0 HOWARD CABOT DIRECTOR 1.00 X 0 0 0 FRANCINE COLES DIRECTOR 1.00 X 0 0 0 BRAD DIMOND DIRECTOR 1.00 X 0 0 0 LEE EISINBERG DIRECTOR 1.00 X 0 0 0 DANIEL FELLER DIRECTOR 1.00 X 0 0 0 LORY FISCHLER DIRECTOR 1.00 X 0 0 0 ALLAN FLADER DIRECTOR 1.00 X 0 0 0 JEFF GEYSER DIRECTOR UNTIL 9/2016 1.00 X 0 0 0 VICTORIA C HARRIS DIRECTOR 1.00 X 0 0 0 NEIL HILLER DIRECTOR UNTIL 9/2016 1.00 X 0 0 0 JOEY LERNOR DIRECTOR UNTIL 9/2016 1.00 X 0 0 0 DEBORAH MILLER DIRECTOR 1.00 X 0 0 0 HANNAH MILLER DIRECTOR 1.00 X 0 0 0 ANDREW PLATTNER DIRECTOR 1.00 X 0 0 0 SANDY RIFE DIRECTOR 1.00 X 0 0 0 AJ ROSENTHAL DIRECTOR 1.00 X 0 0 0 DEAN SCHEINERT DIRECTOR 1.00 X 0 0 0 DONALD SCHON DIRECTOR 1.00 X 0 0 0 JULEE LANDAU SHAHON DIRECTOR 1.00 X 0 0 0 MARK SKLAR DIRECTOR 1.00 X 0 0 0 LEE WEISS DIRECTOR 1.00 X 0 0 0 RICHARD KASPER PRESIDENT & CEO 40.00 X 180500 0 10252 180500 0 10252 1 0 1 0 0 6759066 1559367 6759066 ADVERTISING FEES 511110 255761 255761 SPECIAL CAMPAIGNS AND PROGRAMS 900099 58390 58390 ADMINISTRATIVE FEES 900099 38120 38120 352271 808122 808122 11878794 10253338 1625456 1625456 1625456 9544915 96510 255761 2433578 6050674 6050674 10000 10000 190752 76301 53411 61040 462500 298373 121281 42846 15216 10456 2731 2029 23126 13641 4938 4547 44959 25911 12014 7034 23768 23768 501531 123802 377729 122250 98546 23259 445 42566 42566 20795 6562 10517 3716 30142 9307 13677 7158 49036 19262 22726 7048 86559 69275 6408 10876 1046 1046 13456 13456 24154 9550 8648 5956 ADMINISTRATIVE FEES 37040 37040 LIFE INSURANCE PREMIUMS 25262 25262 DUES & PUBLICATIONS 4280 2473 1069 738 BAD DEBT EXPENSE 2750 2750 22086 21172 914 7803948 6884023 766492 153433 X 1090249 749811 0 133674 38147 107016 176685 154418 23363 22267 28508466 31967486 13519196 12385821 23313 11657 1095363 1127462 44298097 46505194 43453 109260 93694 126175 3558485 4746548 0 157918 0 66737 3695632 5206638 X 15237232 14284283 5199235 5543768 20165998 21470505 40602465 41298556 44298097 46505194 X 1740967 147358 -1192234 X 0 1 X 1 0 X 1670445 5164912 5848826 6494747 6759066 25937996 1670445 5164912 5848826 6494747 6759066 25937996 5643554 20294442 783613 547546 915471 873903 808122 3928655 29866651 500048 0.67950 0.63450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 111 1271213 4167969 13543566 1 1 0 1 X 20685464 1312527 1080379 1326919 21751451 22037994 491762 -615858 1228434 20685464 22050578 253805 967331 1246353 22037994 19309979 207601 3506594 1132635 22050578 18174415 171331 2267002 1302769 19309979 0.00000 0.87610 0.12390 0 0 38884 18705 20179 91221 89133 2088 46580 46580 0 22267 FUND OF FUNDS - ALTERNATIVE INVESTMENTS 12202330 F BENEFICIAL INTERESTS IN CHARITABLE REMAINDER TRUST 44098 F OTHER INVESTMENTS 139393 F 12385821 CHARITABLE GIFT ANNUITIES 66737 66737 X 7235075 147358 -8020 139338 7095737 418279 2030899 2449178 9544915 6538984 0 6538984 418279 846685 1264964 7803948 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. 1 AHAVAS TORAH - THE SCOTTSDALE TORAH CENTER 13402 N SCOTTSDALE RD SCOTTSDALE AZ 85254 133181154 501(C)(3) 19560 OPERATIONAL SUPPORT ALLIANCE FOR MIDDLE EAST PEACE INC 10701 PARKRIDGE BLVD STE 300 RESTON VA 20191 205879279 501(C)(3) 60000 OPERATIONAL SUPPORT AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE THE 633 THIRD AVENUE NEW YORK NY 10017 131623886 501(C)(3) 35038 OPERATIONAL SUPPORT AMERICAN FRIENDS OF TEL AVIV UNIVERSITY 39 BROADWAY NEW YORK NY 100063702 131996126 501(C)(3) 9005 OPERATIONAL SUPPORT AMERICAN FRIENDS OF THE AIU 150 W 30TH ST NEW YORK NY 10001 135626342 501(C)(3) 12000 OPERATIONAL SUPPORT AMERICAN HEART ASSOCIATION 2929 S 48TH STREET TEMPE AZ 85282 135613797 501(C)(3) 5250 OPERATIONAL SUPPORT AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 521623781 501(C)(3) 75000 OPERATIONAL SUPPORT AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 711 THIRD AVE NEW YORK NY 10017 131656634 501(C)(3) 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501(C)(3) 11536 OPERATIONAL SUPPORT PHOENIX COMMUNITY KOLLEL 6516 N 7TH ST PHOENIX AZ 85014 860964706 501(C)(3) 56066 OPERATIONAL SUPPORT PHOENIX HOLOCAUST SURVIVORS' ASSOCIATION 12701 N SCOTTSDALE RD SCOTTSDALE AZ 85254 860517079 501(C)(3) 10000 OPERATIONAL SUPPORT PHOENIX JEWISH FREE LOAN ASSOCIATION 3443 N CENTRAL AVE PHOENIX AZ 85012 866052446 501(C)(3) 42733 OPERATIONAL SUPPORT PHOENIX SYMPHONY 1 N 1ST ST PHOENIX AZ 85004 866000134 501(C)(3) 12400 OPERATIONAL SUPPORT PHOENIX THEATRE 100 E MCDOWELL PHOENIX AZ 85004 860108839 501(C)(3) 10125 OPERATIONAL SUPPORT PLANNED PARENTHOOD ARIZONA 4751 N 15TH ST PHOENIX AZ 85014 860146520 501(C)(3) 8500 OPERATIONAL SUPPORT ROSIE'S HOUSE PO BOX 13446 PHOENIX AZ 85002 860650451 501(C)(3) 10600 OPERATIONAL SUPPORT RUTGERS UNIVERSITY FOUNDATION 7 COLLEGE AVE NEW BRUNSWICK NJ 08901 237318742 501(C)(3) 16000 OPERATIONAL SUPPORT SAN DIEGO CIVIC YOUTH BALLET INC 1650 E PRADO SAN DIEGO CA 92101 237079373 501(C)(3) 5000 OPERATIONAL SUPPORT SEDONA 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CALIFORNIA-ATHLETICS 3501 WATT WAY LOS ANGELES CA 90089 951642394 501(C)(3) 37500 OPERATIONAL SUPPORT US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 521309391 501(C)(3) 19658 OPERATIONAL SUPPORT VALLEY BEIT MIDRASH 4645 E MARILYN ROAD PHOENIX AZ 85032 455443715 501(C)(3) 199017 OPERATIONAL SUPPORT WHISPERING HOPE RANCH FOUNDATION PO BOX 54070 PHOENIX AZ 85078 860887696 501(C)(3) 15000 OPERATIONAL SUPPORT WOMEN'S JEWISH LEARNING CENTER 7825 E PARADISE LANE SCOTTSDALE AZ 85260 273905817 501(C)(3) 35200 OPERATIONAL SUPPORT YESHIVA HIGH SCHOOL OF ARIZONA 727 E GLENDALE PHOENIX AZ 85020 271115247 501(C)(3) 67700 OPERATIONAL SUPPORT ZIONIST ORGANIZATION OF AMERICA 4 E 34TH ST NEW YORK NY 10016 135628475 501(C)(3) 5460 OPERATIONAL SUPPORT 105 0 DEAN TEACHING SCHOLARSHIPS AWARDS 2 10000 PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 0 0 RICHARD KASPER PRESIDENT & CEO 178000 0 2500 0 0 0 9025 0 1227 0 190752 0 0 0 X 54 1020492 STOCK EXCHANGE VALUE X 1 538875 SALES PRICE 0 0 0 0 PART I, COLUMN (B): NUMBER OF ITEMS CONTRIBUTED. 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. 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 284117 237765 JCF SPECIAL HOLDINGS LLC