2016-02-11T18:47:59-06:00 2015-06-30 930623286 AKT LLP 5946 PRIESTLY DRIVE SUITE 200 CARLSBAD CA 92008 990 2014-07-01 330766395 THE CHORTEK FAMILY FOUNDATION CHOR 8582792740 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 MARJORY KAPLAN CEO 8582792740 2016-02-09 1 ELSA A ROMERO P00485021 7604318440 2016-02-09 2014 2016-08-17 19:52:53Z ELAINE CHORTEK 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 456730 0 X WWW.JCFSANDIEGO.ORG X 1998 CA TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO. 7 6 0 6 0 0 278723 100637 0 0 268926 188587 0 0 547649 289224 342603 304141 0 0 0 0 0 0 0 48900 49745 391503 353886 156146 -64662 3663406 3286392 145000 170000 3518406 3116392 TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO. 0 0 304141 304141 DISTRIBUTION OF CONTRIBUTIONS TO RELIGIOUS, CHARITABLE, AND EDUCATIONAL ORGANIZATIONS 304141 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X JEREMY PEARL 8582792740 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 ELAINE CHORTEK PRESIDENT/DIRECTOR 1.00 X X 0 0 0 SUSAN CHORTEK-WEISMAN SECRETARY/DIRECTOR 1.00 X X 0 0 0 ROBERT CHORTEK VICE PRESIDENT/DIRECTOR 1.00 X X 0 0 0 MARJORY KAPLAN CHIEF FINANCIAL OFFICER 1.00 40.00 X X 0 376100 46390 ANN JAFFE DIRECTOR 1.00 X 0 0 0 ROBERT LAZARUS DIRECTOR 1.00 X 0 0 0 ANDREW VITERBI DIRECTOR 1.00 X 0 0 0 0 376100 46390 0 0 1 0 0 100637 100637 100637 169801 169801 186292 167506 18786 18786 18786 289224 0 0 188587 304141 304141 12868 12868 ADMINISTRATIVE FEES 36877 0 36877 0 353886 304141 49745 0 106758 2500 75841 72730 3480807 3211162 3663406 3286392 145000 170000 145000 170000 X 3518406 3116392 3518406 3116392 3663406 3286392 -64662 -337352 0 X 0 1 X 1 0 X X 1 JEWISH COMMUNITY FOUNDATION OF SAN DIEGO 952504044 7 1 75000 0 1 75000 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 SECTION A, LINE 6: THE ORGANIZATION PROVIDED SUPPORT IN THE FORM OF GRANTS TO OTHER NON-PROFIT ORGANIZATIONS IN ACCORDANCE WITH THE MISSION OF THE SUPPORTED ORGANIZATION, JEWISH COMMUNITY FOUNDATION OF SAN DIEGO. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 108046641 -337352 108094769 107757417 289224 0 289224 120055573 119701687 119701687 353886 0 353886 PART X, LINE 2: THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENT OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2015 THEREFORE NO AMOUNTS HAVE BEEN ACCRUED. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUES PER CONSOLIDATED GAAP STATEMENTS 108,094,769. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES PER CONSOLIDATED GAAP STATEMENTS 119,701,687. 0 JEWISH FAMILY SERVICE OF SAN DIEGO 8804 BALBOA AVENUE SAN DIEGO CA 92123 951644024 501(C)(3) 5000 GENERAL LAWRENCE FAMILY JEWISH COMMUNITY CENTER JACOBS FAMILY CAMPUS 4126 EXECUTIVE DRIVE LA JOLLA CA 92037 951985444 501(C)(3) 105000 GENERAL SAN DIEGO JEWISH ACADEMY 11860 CARMEL CREEK ROAD SAN DIEGO CA 92130 953287745 501(C)(3) 57500 GENERAL JEWISH FEDERATION OF SAN DIEGO COUNTY 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 951319015 501(C)(3) 15000 GENERAL HILLEL OF SAN DIEGO 5717 LINDO PASEO SAN DIEGO CA 92115 330519225 501(C)(3) 16641 GENERAL AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 711 THIRD AVENEU 10TH FLOOR NEW YORK NY 10017 131656634 501(C)(3) 5000 GENERAL CONGREGATION SHIR HADASH 20 CHERRY BLOSSOM LANE LOS GATOS CA 95032 942662529 501(C)(3) 25000 GENERAL JEWISH COMMUNITY FOUNDATION OF SAN DIEGO 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 952504044 501(C)(3) 75000 GENERAL 8 0 0 0 0 0 0 0 0 0 0 MARJORY KAPLAN CHIEF FINANCIAL OFFICER 0 376100 0 0 0 0 0 46390 0 0 0 422490 0 0 PART I, LINE 3 THE HUMAN RESOURCES COMMITTEE OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO EVALUATES AND APPROVES EXECUTIVE COMPENSATION ANNUALLY. THE EVALUATION INCLUDES THE REVIEW OF COMPARABILITY DATA PROVIDED BY INDEPENDENT SOURCES. A WRITTEN EMPLOYMENT CONTRACT GOVERNS CEO COMPENSATION AND OTHER TERMS OF EMPLOYMENT. THE CONTRACT IS REVIEWED BY OUTSIDE COUNSEL AND APPROVED BY THE BOARD OF DIRECTORS. X 1 100637 STOCK EXCHANGE 0 1 1 PART I, LINE 32B: THE ORGANIZATION'S BROKERAGE FIRM SELLS THE PUBLICLY TRADED SECURITIES. FORM 990, PART VI, SECTION A, LINE 2 SUSAN CHORTEK-WEISMAN, ROBERT CHORTEK AND ELAINE CHORTEX HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S BYLAWS GIVE THE FOUNDERS THE RIGHT TO ELECT THE FOUNDER CLASS DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FINAL FORM 990 IS PROVIDED TO ALL BOARD MEMBERS BEFORE FILING. EACH BOARD MEMBER REVIEWS THE 990 AND CONTACTS MANAGEMENT WITH ANY QUESTIONS OR CONCERNS. ANY CHANGES THAT ARISE FROM THE BOARD REVIEW ARE COMMUNICATED TO ALL BOARD MEMBERS BEFORE FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH BOARD MEMBER IS REQUIRED TO DISCLOSE ALL CONFLICTS OF INTEREST BY COMPLETING A CONFLICT OF INTEREST QUESTIONNAIRE. FORM 990, PART VI, SECTION B, LINE 15 THE CHORTEK FAMILY FOUNDATION DOES NOT HAVE ANY EMPLOYEES. THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO, A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES. THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO HAS A FORMAL COMPENSATION REVIEW POLICY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. JEWISH COMMUNITY FOUNDATION OF SAN DIEGO 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 952504044 TO INCREASE SUPPORT FOR A VIBRANT AND SECURE JEWISH AND GENERAL COMMUNITY. CA 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0