2016-10-04T15:59:47-05:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS RD STE 2300 PHOENIX AZ 85012 990 2015-01-01 470874376 JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX JEWI 4806991717 12701 N SCOTTSDALE ROAD NO 202 SCOTTSDALE AZ 85254 RICHARD KASPER PRESIDENT 4806991717 2016-08-30 1 JACQUELINE ECKMAN P01300648 6022662248 2015 2017-02-10 21:41:12Z RICHARD KASPER 12701 N SCOTTSDALE ROAD NO 202 SCOTTSDALE AZ 85254 16967594 0 X WWW.JCFPHOENIX.ORG X 2002 AZ PHILANTHROPIC ASSET MANAGEMENT AND GRANTMAKING TO BOTH JEWISH AND SECULAR CHARITABLE ORGANIZATIONS. 23 23 6 50 0 0 5848826 6494747 101048 101753 2644497 2054826 0 0 8594371 8651326 4098922 7751444 0 0 472811 555452 0 0 157101 507388 571640 5079121 8878536 3515250 -227210 49302959 44298097 5842067 4823138 43460892 39474959 BUILDING A PERMANENT SOURCE OF FINANCIAL SUPPORT FOR A VIBRANT, ENDURING JEWISH COMMUNITY. 0 0 4258647 4258647 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. 43505 55814 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. 4031358 3492797 45939 MANAGEMENT: JCF MANAGES OVER 500 FUNDS ESTABLISHED BY LOCAL PHILANTHROPISTS, INCLUDING OVER 130 PERMANENTLY ENDOWED FUNDS, 319 TEMPORARILY ENDOWMED FUNDS, AND 112 DONOR ADVISED FUNDS. JCF ALSO HOLD AGENCY FUNDS FOR APPROXIMATELY 40 LOCAL JEWISH AGENCIES. 8333510 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 1 0 0 0 1 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 W DAVID WEINER DIRECTOR 1.00 X 0 0 0 BETH JO ZEITZER BOARD CHAIR 1.00 X 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 1.00 X 0 0 0 ALAN GOLD TREASURER - BOARD OF DIRECTOR 1.00 X X 0 0 0 VICTORIA C HARRIS DIRECTOR 1.00 X 0 0 0 JONATHAN HOFFER SECRETARY- BOARD OF DIRECTOR 1.00 X X 0 0 0 JOEY LERNOR DIRECTOR 1.00 X 0 0 0 DEBORAH MILLER DIRECTOR 1.00 X 0 0 0 SANDY RIFE DIRECTOR 1.00 X 0 0 0 ROBERT ROOS VICE CHAIR - BOARD OF DIRECTOR 1.00 X 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 HANNAH MILLER DIRECTOR 1.00 X 0 0 0 DEAN SCHEINERT DIRECTOR 1.00 X 0 0 0 RICHARD KASPER PRESIDENT & CEO 40.00 X 173200 0 4800 173200 0 4800 1 0 1 0 0 6494747 1781865 6494747 SPECIAL CAMPAIGNS AND PROGRAMS 900099 55814 55814 ADMINISTRATIVE FEES 900099 45939 45939 101753 873903 873903 9497191 8316268 1180923 1180923 1180923 8651326 101753 0 2054826 7751444 7751444 178000 53400 35600 89000 308270 230770 63495 14005 20183 10955 4647 4581 16539 10142 3953 2444 32460 19061 6616 6783 24765 24765 241902 137308 104594 1322 1322 55451 55451 18448 7087 6680 4681 24139 9462 7903 6774 21794 6941 8903 5950 70119 43505 10605 16009 13334 13334 20886 7311 7310 6265 ADMINISTRATIVE FEES 37549 37549 LIFE INSURANCE PREMIUMS 22584 22584 MISCELLANEOUS 11689 2444 9245 BAD DEBT EXPENSE 5596 5596 2062 844 609 609 8878536 8333510 387925 157101 X 1510421 1090249 206 0 9871 38147 105073 81710 25041 23363 46631295 41975544 25562 23313 1100563 1147481 49302959 44298097 33356 43453 37666 93694 27500 0 5743545 4685991 5842067 4823138 X 15905809 14109726 7845757 5199235 19709326 20165998 43460892 39474959 49302959 44298097 X -227210 -4426742 668019 X X 0 1 X 1 0 X 2020621 1670445 5164912 5848826 6494747 21199551 2020621 1670445 5164912 5848826 6494747 21199551 5307650 15891901 725258 783613 547546 915471 873903 3845791 25045342 539446 0.63450 0.54000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 103 2154799 2592263 14300723 1 1 22037994 491762 -615858 1228434 20685464 22050578 253805 967331 1246353 22037994 19309979 207601 3506594 1132635 22050578 18174415 171331 2267002 1302769 19309979 0.00000 0.89560 0.10440 0 0 38884 17291 21593 19609 17839 1770 46580 46580 0 23363 FUNDS HELD FOR OTHER NOT-FOR-PROFIT ORGANIZATIONS 4685991 4685991 X 1259489 -4426742 -35090 -4461832 5721321 2930005 2930005 8651326 5245422 0 5245422 3633114 3633114 8878536 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 FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AT DECEMBER 31, 2015 AND 2014, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS -35,090. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUES AND GAINS ON FUNDS HELD FOR OTHERS 2,930,005. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES ON FUNDS HELD FOR OTHERS 3,633,114. 1 AHAVAS TORAH 13402 N SCOTTSDALE RD B150 SCOTTSDALE AZ 85254 133181154 501(C)(3) 17680 OPERATIONAL SUPPORT ALLIANCE FOR MIDDLE EAST PEACT INC PATTON BOGGS LLP 2550 M STREET NW WASHINGTON DC 20037 205879279 501(C)(3) 50000 OPERATIONAL SUPPORT AMERICAN COMMITTE FOR THE WEIZMANN INSTITUTE 633 THIRD AVE 20TH FLOOR NEW YORK NY 10017 131623886 501(C)(3) 29200 OPERATIONAL SUPPORT AMERICAN FRIENDS OF TEL AVIV UNIVERSITY 39 BROADWAY NEW YORK NY 10006 131996126 501(C)(3) 8951 OPERATIONAL SUPPORT AMERICAN FRIENDS OF THE ALLIANCE 15 W 16TH ST 6TH FLOOR NEW YORK NY 10011 135626342 501(C)(3) 15000 OPERATIONAL SUPPORT AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 521623781 501(C)(3) 75000 OPERATIONAL SUPPORT ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK 405B PHOENIX AZ 85016 860348306 501(C)(3) 7500 OPERATIONAL SUPPORT ARIZONA JEWISH HISTORICAL SOCIETY 122 E CULVER STREET PHOENIX AZ 85004 860410245 501(C)(3) 26150 OPERATIONAL SUPPORT ASU FOUNDATION PO BOX 2260 TEMPE AZ 85280 866051042 501(C)(3) 42405 OPERATIONAL SUPPORT BETH EL CONGREGATION 1118 W GLENDALE PHOENIX AZ 85021 860098914 501(C)(3) 18046 OPERATIONAL SUPPORT BOYS & GIRLS CLUBS-SCOTTSDALE 10533 EAST LAKEVIEW DRIVE SCOTTSDALE AZ 85258 860133718 501(C)(3) 56250 OPERATIONAL SUPPORT BUREAU OF JEWISH EDUCATION 12701 N SCOTTSDALE ROAD SUITE 206 SCOTTSDALE AZ 85254 860560654 501(C)(3) 74363 OPERATIONAL SUPPORT CHABAD WEST VALLEY 7277 W BLUEFIELD AVE GLENDALE AZ 85308 200541723 501(C)(3) 8000 OPERATIONAL SUPPORT CONGREGATION BETH ISRAEL 10460 N 56TH ST SCOTTSDALE AZ 85253 860113949 501(C)(3) 33126 OPERATIONAL SUPPORT CONGREGATION OR TZION 9096 E BAHIA SUITE 106 SCOTTSDALE AZ 85260 352187429 501(C)(3) 19473 OPERATIONAL SUPPORT COUNCIL FOR JEWS WITH SPECIAL NEEDS 12701 N SCOTTSDALE RD SUITE 205 SCOTTSDALE AZ 85254 860626273 501(C)(3) 42398 OPERATIONAL SUPPORT DESERT BOTANICAL GARDENS 1201 N GALVIN PARKWAY PHOENIX AZ 85008 860136925 501(C)(3) 15000 OPERATIONAL SUPPORT DOYLESTOWN HOSPITAL 595 WEST STATE STREET DOYLESTOWN PA 18901 231352174 501(C)(3) 5000 OPERATIONAL SUPPORT GONZAGA UNIVERSITY SCHOOL OF LAW FOUNDATION 721 N CINCINNATI ST SPOKANE WA 99220 237052227 501(C)(3) 10000 OPERATIONAL SUPPORT HILLEL AT ARIZONA STATE UNIVERSITY 1012 SOUTH MILL AVE TEMPE AZ 85281 866053859 501(C)(3) 40864 OPERATIONAL SUPPORT INA LEVINE JCCLLC 12701 N SCOTTSDALE ROAD SCOTTSDALE AZ 85254 860622258 501(C)(3) 1462326 OPERATIONAL SUPPORT J STREET EDUCATION FUND 1828 L STREET NW SUITE 240 WASHINGTON DC 20036 202777557 501(C)(3) 100180 OPERATIONAL SUPPORT JEWISH ARIZONIANS ON CAMPUS 6740 E VOLTAIRE SCOTTSDALE AZ 85254 261614122 501(C)(3) 23550 OPERATIONAL SUPPORT JEWISH COMMUNITY ASSOCIATION 12701 N SCOTTSDALE ROAD SUITE 201 SCOTTSDALE AZ 85254 453910992 501(C)(3) 2384899 OPERATIONAL SUPPORT JEWISH FAMILY & CHILDREN'S SERVICE 4747 N 7TH ST PHOENIX AZ 85014 860096781 501(C)(3) 79567 OPERATIONAL SUPPORT JEWISH GENETIC DISEASES CENTER OF GREATER PHOENIX 12701 N SCOTTSDALE RD SUITE 201 SCOTTSDALE AZ 85254 208139446 501(C)(3) 34230 OPERATIONAL SUPPORT JEWISH NATIONAL FUND 78 RANDALL AVE DEPT 100 ROCKVILLE CENTRE NY 11570 131659627 501(C)(3) 53558 OPERATIONAL SUPPORT JEWISH TUITION ORGANIZATION 12701 N SCOTTSDALE RD SUITE 100M SCOTTSDALE AZ 85254 860970081 501(C)(3) 30898 OPERATIONAL SUPPORT KEHILLAH OF ARIZONA 7430 E PINNACLE PEAK RD SUITE 132 SCOTTSDALE AZ 85255 262089075 501(C)(3) 7380 OPERATIONAL SUPPORT PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 136104086 501(C)(3) 70013 OPERATIONAL SUPPORT PARDES JEWISH DAY SCHOOL 3916 E PARADISE LN PHOENIX AZ 85032 860968657 501(C)(3) 124000 OPERATIONAL SUPPORT PHOENIX BOYS CHOIR 1131 E MISSOURI AVENUE PHOENIX AZ 85014 860256421 501(C)(3) 6000 OPERATIONAL SUPPORT PHOENIX CHILDRENS HOSPITAL 2929 E CAMELBACK SUITE 122 PHOENIX AZ 85016 860422559 501(C)(3) 51425 OPERATIONAL SUPPORT PHOENIX COMMUNITY KOLLEL 745 E MARYLAND AVE SUITE 108 PHOENIX AZ 85014 860964706 501(C)(3) 64364 OPERATIONAL SUPPORT PHOENIX JEWISH FREE LOAN ASSOCIATION 3443 N CENTRAL AVENUE SUITE 707 PHOENIX AZ 85012 866052446 501(C)(3) 8098 OPERATIONAL SUPPORT PHOENIX SYMPHONY ONE N 1ST STREET PHOENIX AZ 85004 266976362 501(C)(3) 12569 OPERATIONAL SUPPORT RUTGERS UNIVERSITY FOUNDATION WINANTS HALL 7 COLLEGE AVE NEW BRUNSWICK NJ 08901 237318742 501(C)(3) 14665 OPERATIONAL SUPPORT SEDONA INTERNATIONAL FILM FESTIVAL 2030 W STATE ROUTE 89A SUITE A3 SEDONA AZ 86336 200351857 501(C)(3) 8100 OPERATIONAL SUPPORT SEEDS OF PEACE 370 LEXINGTON AVENUE NEW YORK NY 10017 521814447 501(C)(3) 5000 OPERATIONAL SUPPORT TEMPLE BETH SHOLOM EAST VALLEY 3400 N DOBSON RD CHANDLER AZ 85224 860209884 501(C)(3) 15842 OPERATIONAL SUPPORT TEMPLE SOLEL 6805 E MCDONALD DR PARADISE VALLEY AZ 85253 860223187 501(C)(3) 34300 OPERATIONAL SUPPORT UNIVERSITY OF ARIZONA FOUNDATIONCOLLEGE OF P PO BOX 210096 TUCSON AZ 85721 866050388 501(C)(3) 26637 OPERATIONAL SUPPORT UNIVERSITY OF SOUTHERN CALIFORNIA-ATHLETICS 3501 WATT WAY HER 203A 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) 40752 OPERATIONAL SUPPORT VALLEY BEIT MIDRASH 4645 E MARILYN ROAD PHOENIX AZ 85032 571226246 501(C)(3) 238245 OPERATIONAL SUPPORT VALLEY OF THE SUN JEWISH COMMUNITY CENTER 1207 N SCOTTSDALE ROAD SCOTTSDALE AZ 85254 860622258 501(C)(3) 81042 OPERATIONAL SUPPORT VALLEY OF THE SUN UNITED WAY 1515 E OSBORN ROAD PHOENIX AZ 85014 860104419 501(C)(3) 11000 OPERATIONAL SUPPORT WOMENS JEWISH LEARNING CENTER 7825 E PARADISE LANE SCOTTSDALE AZ 85260 273905817 501(C)(3) 16000 OPERATIONAL SUPPORT ALEXANDER MUSS HIGH SCHOOL IN ISRAEL 78 RANDALL AVENUE ROCKVILLE CENTRE NY 11570 590173782 501(C)(3) 5500 OPERATIONAL SUPPORT AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 711 THIRD AVE NEW YORK NY 10017 131656634 501(C)(3) 12500 OPERATIONAL SUPPORT AMERICAN SOCIETY FOR TECHNION 4079 GOVENOR DRIVE 343 SAN DIEGO CA 92122 130434195 501(C)(3) 54747 OPERATIONAL SUPPORT ANYTOWN LEADERSHIP PROGRAM 1601 N 7TH ST SUITE 400 PHOENIX AZ 85006 472617651 501(C)(3) 7861 OPERATIONAL SUPPORT ARIZONA NURSERY ASSOCIATION FOUNDATION 1430 W BROADWAY SUITE A125 TEMPE AZ 85282 860535133 501(C)(3) 5000 OPERATIONAL SUPPORT ARIZONA OPERA 1636 N CENTRAL AVE PHOENIX AZ 85004 237169261 501(C)(3) 11200 OPERATIONAL SUPPORT BALLET PROGRAM FOR SCHOOL CHILDREN PO BOX 841 PHOENIX AZ 85001 455552295 501(C)(3) 7500 OPERATIONAL SUPPORT BELLINGHAM FESTIVAL OF MUSIC PO BOX 818 BELLINGHAM WA 98227 911599603 501(C)(3) 5000 OPERATIONAL SUPPORT BIRTHRIGHT ISRAEL FOUNDATION 33 E 33RD STREET NEW YORK NY 10016 134092050 501(C)(3) 5500 OPERATIONAL SUPPORT B'NAI BRITH YOUTH ORGANIZATIONMOUNTAIN REGION 800 8TH STREET WASHINGTON DC 20001 311794932 501(C)(3) 9316 OPERATIONAL SUPPORT BROPHY COLLEGE PREPARATORY 4701 N CENTRAL AVENUE PHOENIX AZ 85012 860119984 501(C)(3) 10200 OPERATIONAL SUPPORT CAMP DAISY AND HARRY STEIN 10460 N 56TH ST SCOTTSDALE AZ 85253 860113949 501(C)(3) 13114 OPERATIONAL SUPPORT CAMP RAMAH 17525 VENTURA BLVD 201 ENCINO CA 91316 951843131 501(C)(3) 8989 OPERATIONAL SUPPORT CANCER SUPPORT COMMUNITY 360 E PALM LANE PHOENIX AZ 85004 860897810 501(C)(3) 10000 OPERATIONAL SUPPORT CHABAD - U OF A 1436 E DRACHMAN STREET TUCSON AZ 85719 200078855 501(C)(3) 19000 OPERATIONAL SUPPORT CHABAD AT NAU 1254 W UNIVERSITY AVE SUITE 130 FLAGSTAFF AZ 86001 204963466 501(C)(3) 16000 OPERATIONAL SUPPORT DESERT GATHERINGS INC 4560 E QUAIL TRACK DRIVE CAVE CREEK AZ 85331 371787214 501(C)(3) 16435 OPERATIONAL SUPPORT FRESH START WOMEN'S FOUNDATION 1130 E MCDOWELL PHOENIX AZ 85006 860762610 501(C)(3) 5200 OPERATIONAL SUPPORT GREATER PHOENIX BOARD OF RABBIS 5849 E JUSTINE ROAD SCOTTSDALE AZ 85254 472312289 501(C)(3) 27000 OPERATIONAL SUPPORT HADASSAH 50 WEST 58TH STREET PO BOX 745 NEW YORK NY 10019 131656651 501(C)(3) 5500 OPERATIONAL SUPPORT HONEYMOON ISRAEL FOUNDATION 6070 WHITEGATE CROSSING EAST AMHERST NY 14051 471291052 501(C)(3) 5000 OPERATIONAL SUPPORT HOSPICE OF THE VALLEY 1510 E FLOWER ST PHOENIX AZ 85014 860338886 501(C)(3) 14300 OPERATIONAL SUPPORT JAMES A MICHENER MUSEUM OF ART 138 SOUTH PINE DOYLESTOWN PA 18901 232471583 501(C)(3) 7500 OPERATIONAL SUPPORT JEWISH FEDERATION OF GREATER PHOENIX INC (JCA) 12701 N SCOTTSDALE ROAD SUITE 201 SCOTTSDALE AZ 85254 453910992 501(C)(3) 117300 OPERATIONAL SUPPORT JEWISH NATIONAL FUND 7120 HAYVENHURST AVE 200 VAN NUYS CA 91406 131659627 501(C)(3) 5500 OPERATIONAL SUPPORT JEWISH NATIONAL FUND (LOCAL) 8698 E SAN ALBERTO DRIVE SUITE B SCOTTSDALE AZ 85258 131659627 501(C)(3) 52247 OPERATIONAL SUPPORT JEWISH SENIOR LIFE 2021 WINTON RD S ROCHESTER NY 14618 223409164 501(C)(3) 8500 OPERATIONAL SUPPORT MOISHE HOUSE 441 SAXONY RD BARN 2 ENCINITAS CA 92024 262599786 501(C)(3) 10000 OPERATIONAL SUPPORT NATIONAL CENTER OF AFRO AMERICAN ARTISTS INC 300 WALNUT AVE BOSTON MA 02119 042729933 501(C)(3) 10000 OPERATIONAL SUPPORT NATIONAL YIDDISH BOOK CENTER 1021 WEST STREET AMHERST MA 010023375 042708878 501(C)(3) 5000 OPERATIONAL SUPPORT NCSY - TJJ 11 BROADWAY NEW YORK NY 10004 135623717 501(C)(3) 5000 OPERATIONAL SUPPORT NCSY - WEST COAST 9831 W PICO BLVD LOS ANGELES CA 90035 135623717 501(C)(3) 7100 OPERATIONAL SUPPORT PEACE WORKS FOUNDATION PO BOX 1577 NEW YORK NY 10113 300102398 501(C)(3) 25000 OPERATIONAL SUPPORT PHOENIX HEBREW ACADEMY 515 E BETHANY HOME ROAD PHOENIX AZ 85012 860199058 501(C)(3) 5100 OPERATIONAL SUPPORT POINT DEFIANCE AIDS PROJECT 535 DOCT ST SUITE 112 TACOMA WA 98402 911435394 501(C)(3) 16000 OPERATIONAL SUPPORT SHIR HADASH 11 E 86TH STREET 7 A NEW YORK NY 10028 134045616 501(C)(3) 10000 OPERATIONAL SUPPORT TEMPLE CHAI 4645 E MARILYN ROAD PHOENIX AZ 85032 942381671 501(C)(3) 6260 OPERATIONAL SUPPORT TEMPLE ISRAEL 1602 EAST SECOND ST DULUTH MN 55812 237222533 501(C)(3) 5000 OPERATIONAL SUPPORT TGEN FOUNDATION 445 N 5TH STREET STE 120 PHOENIX AZ 85004 331092191 501(C)(3) 100088 OPERATIONAL SUPPORT THE NEW SHUL 7825 E PARADISE LN STE 100 200 SCOTTSDALE AZ 85260 731645783 501(C)(3) 13900 OPERATIONAL SUPPORT US MIDDLE EAST PROJECT 641 LEXINGTON AVENUE SUITE 1501 NEW YORK NY 10022 412213721 501(C)(3) 50000 OPERATIONAL SUPPORT V FOUNDATION 106 TOWER COURT CARY NC 27513 133705951 501(C)(3) 10000 OPERATIONAL SUPPORT PHOENIX ART MUSEUM 1625 N CENTRAL AVENUE PHOENIX AZ 85004 860765761 501(C)(3) 5450 OPERATIONAL SUPPORT PART I, LINE 2: EACH ORGANIZATION ACCEPTING A 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. X X 0 0 0 0 0 0 0 0 0 RICHARD KASPER PRESIDENT & CEO 173200 0 0 0 0 0 4800 0 0 0 178000 0 0 0 X 45 1781865 STOCK EXCHANGE VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE AMDENDED BY LAWS READ THAT THE FOUNDATION HAS AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE INCLUDES THE CHAIR, VICE CHAIR, SECRETARY AND TREASURER OF THE FOUNDATION, AND THE IMMEDIATE PAST CHAIR OF THE FOUNDATION. THE CHAIR, WITH THE ADVICE OF THE BOARD OF DIRECTORS, WILL APPOINT AN ADDITIONAL 2 VOTING MEMBERS, AND MAY APPOINT 3 ADDITIONAL MEMBERS. ALSO, ALL OTHER PAST CHAIRS OF THE BOARD OF DIRECTORS MAY BE NAMED AS EX-OFFICIO, NON-VOTING MEMBERS OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE POWERS AND AUTHORITY OF THE BOARD OF DIRECTORS, IN THE MANAGEMENT OF THE AFFAIRS OF THE FOUNDATION BETWEEN BOARD MEETINGS. FORM 990, PART VI, SECTION A, LINE 7B THE ARTICLES OF INCORPORATION FOR THE FOUNDATION AND ITS BYLAWS MAY BE AMENDED ONLY AS PROVIDED IN THE BYLAWS WITH THE APPROVAL OF THE BOARD OF DIRECTORS OF THE FOUNDATION. DURING 2015, THE BYLAWS WERE AMENDED AND RESTATED. FORM 990, PART VI, SECTION B, LINE 11 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 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 2015. 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 2015. 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 27,28,29: DURING THE YEAR ENDING DECEMBER 31, 2015, MANAGEMENT DISCOVERED AN ERROR WHEN REVIEWING DONOR ADVISED FUNDS WHICH RESULTED IN RECLASSIFICATION BETWEEN FUNDS. THIS ADJUSTMENT REDUCED THE LIABILITY AND UNRESTRICTED NET ASSETS BY $1,439,085 AND REDUCED PERMANENTLY RESTRICTED NET ASSETS BY $190,866. IT ALSO INCREASED TEMPORARY RESTRICTED NET ASSETS BY $1,629,951. THE RESTATEMENT HAD NO IMPACT ON CHANGES IN NET ASSETS FOR THE YEAR ENDED DECEMBER 31, 2014. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS -35,090. RECLASS CHANGE IN FUNDS HELD FOR OTHERS TO LIABILITY ACCOUNT 703,109. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE IN EITHER THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE TAX YEAR.