JEWISH COMMUNITY FOUNDATION OF: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JEWISH COMMUNITY FOUNDATION OF (EIN 59-3343214)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-12-04
IRS object ID
201503389349300700
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-12-04T07:28:48-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NEVILLE BREIDENSTEIN WAINIO CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1583AddressLine1Txt
CitySAINT AUGUSTINECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32085ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593343214EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY FOUNDATION OF NORTHEASTBusinessNameLine1Txt
Business Name Line2FLORIDA INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone9043940720PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14932 SUNBEAM ROAD NO 200AddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32257ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFF KLEINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9043940720PhoneNum
Signature2015-11-19SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUSTIN BREIDENSTEINPreparerPersonNm
PTINP01563691PTIN
Phone9045860048PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSUE NUSSBAUMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14932 SUNBEAM ROADAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32257ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,220,683GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://JEWISHFOUNDATIONNEFL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTO SUPPORT NON-PROFIT ORGANIZATIONS, EDUCATE COMMUNITIES ON GIFT PLANNING METHODS, ENSURE THE FUTURE OF NON-PROFITS AND THE SERVICES TO OUR JEWISH SECULAR COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,179,278PYContributionsGrantsAmt
CY Contributions Grants$1,286,588CYContributionsGrantsAmt
PY Program Service Revenue$56,636PYProgramServiceRevenueAmt
CY Program Service Revenue$60,227CYProgramServiceRevenueAmt
PY Investment Income$94,107PYInvestmentIncomeAmt
CY Investment Income$149,241CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$1,257CYOtherRevenueAmt
PY Total Revenue$1,330,021PYTotalRevenueAmt
CY Total Revenue$1,497,313CYTotalRevenueAmt
PY Grants And Similar Paid$1,023,009PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,126,565CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$199,537PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$222,936CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$73,886CYTotalFundraisingExpenseAmt
PY Other Expenses$38,332PYOtherExpensesAmt
CY Other Expenses$40,228CYOtherExpensesAmt
PY Total Expenses$1,260,878PYTotalExpensesAmt
CY Total Expenses$1,389,729CYTotalExpensesAmt
PY Revenues Less Expenses$69,143PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$107,584CYRevenuesLessExpensesAmt
Total Assets BOY$18,093,573TotalAssetsBOYAmt
Total Assets EOY$18,089,653TotalAssetsEOYAmt
Total Liabilities BOY$13,872,385TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,877,873TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,221,188NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,211,780NetAssetsOrFundBalancesEOYAmt
MissionTHE FOUNDATION IS DEDICATED TO ENSURING THAT SYNAGOGUES AND JEWISH AGENCIES WILL BE THERE IN THE FUTURE SO THAT GENERATIONS TO COME WILL BE ABLE TO ENJOY THE RICH JEWISH HERITAGE AND TRADITIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,195,876ExpenseAmt
Grant$1,126,565GrantAmt
Revenue$1,286,588RevenueAmt
DescCHARITABLE CONTRIBUTIONS TO VARIOUS NATIONAL, REGIONAL AND LOCAL JEWISH WELFARE, PHILANTHROPIC AND CHARITABLE ORGANIZATIONS.Desc
Total Program Service Expenses$1,195,876TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9043940720PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14932 SUNBEAM ROAD NO 200AddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32257ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MELVIN GOTTLIEB
TRUSTEE0.00Yes (X)$0$0$0
BARBARA JAFFE
TRUSTEE0.00Yes (X)$0$0$0
BARRY ZISSER
TRUSTEE0.00Yes (X)$0$0$0
MARK SHORSTEIN
TRUSTEE0.00Yes (X)$0$0$0
LARRY APPEL
TRUSTEE0.00Yes (X)$0$0$0
DR SUE NUSSBAUM
TRUSTEE0.00Yes (X)$0$0$0
LEONARD ELIKAN
TRUSTEE0.00Yes (X)$0$0$0
MARK LODINGER
TRUSTEE0.00Yes (X)$0$0$0
SANDY ZIMMERMAN
TRUSTEE0.00Yes (X)$0$0$0
ANDREA MAIL
TRUSTEE0.00Yes (X)$0$0$0
DR RONALD ELINOFF
TRUSTEE0.00Yes (X)$0$0$0
DR HAL RESNICK
TRUSTEE0.00Yes (X)$0$0$0
MICHAEL SCHNEIDER
TRUSTEE0.00Yes (X)$0$0$0
DR GARY PERLMAN
TRUSTEE0.00Yes (X)$0$0$0
STEVEN SHERMAN
TRUSTEE0.00Yes (X)$0$0$0
ANDY CANTOR
TRUSTEE0.00Yes (X)$0$0$0
MICHAEL KORN
TRUSTEE0.00Yes (X)$0$0$0
ELLEN ROSNER
TRUSTEE0.00Yes (X)$0$0$0
ROBERT R SCHILLER
TRUSTEE0.00Yes (X)$0$0$0
MARK GREEN
PRESIDENT0.00$0$0$0Yes (X)
RICHARD SISISKY
PAST PRESIDENT0.00$0$0$0Yes (X)
MELVYN FRUIT
VICE-PRESIDENT0.00$0$0$0Yes (X)
JEFF EDWARDS
SECRETARY0.00$0$0$0Yes (X)
NEIL PRESSER
VICE-PRESIDENT0.00$0$0$0Yes (X)
MATTHEW EDELMAN
TREASURER0.00$0$0$0Yes (X)
JEFF KLEIN
EXECUTIVE DIRECTOR40.00$46,202$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$46,202TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,286,588AllOtherContributionsAmt
Total Contributions$1,286,588TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENTDesc
Business900099BusinessCd
Total Revenue Column$60,227TotalRevenueColumnAmt
Related Or Exempt Func Income$60,227RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$60,227TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$67,464TotalRevenueColumnAmt
Exclusion$67,464ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$805,147SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$723,370SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$81,777SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$81,777TotalRevenueColumnAmt
Exclusion$81,777ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,257TotalRevenueColumnAmt
Related Or Exempt Func Income$1,257RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,257OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,497,313TotalRevenueColumnAmt
Related Or Exempt Func Income$61,484RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$149,241ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,126,565TotalAmt
Program Services$1,126,565ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$136,468TotalAmt
Management And General$68,234ManagementAndGeneralAmt
Fundraising$68,234FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$69,414TotalAmt
Program Services$53,183ProgramServicesAmt
Management And General$16,231ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$17,054TotalAmt
Program Services$4,405ProgramServicesAmt
Management And General$6,997ManagementAndGeneralAmt
Fundraising$5,652FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,000TotalAmt
Management And General$10,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,590TotalAmt
Program Services$3,590ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,345TotalAmt
Program Services$6,345ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,701TotalAmt
Program Services$712ProgramServicesAmt
Management And General$4,989ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,397TotalAmt
Program Services$856ProgramServicesAmt
Management And General$3,541ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,562TotalAmt
Management And General$3,562ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
OTHER EXPENSES$2,982$2,982
PRINTING AND PUBLICATIO$1,140$1,140
POSTAGE$1,024$804$220
EQUIPMENT MAINTENANCE$917$917

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$570TotalAmt
Management And General$570ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,389,729TotalAmt
Program Services$1,195,876ProgramServicesAmt
Management And General$119,967ManagementAndGeneralAmt
Fundraising$73,886FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$206,061BOYAmt
EOY$201,246EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,347,489BOYAmt
EOY$2,352,304EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$172,120BOYAmt
EOY$102,099EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$25,550BOYAmt
EOY$28,583EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$14,974,700BOYAmt
EOY$15,042,933EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$367,653BOYAmt
EOY$362,488EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,093,573BOYAmt
EOY$18,089,653EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$512BOYAmt
EOY$6,220EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,871,873BOYAmt
EOY$13,871,653EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,872,385BOYAmt
EOY$13,877,873EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,318,706BOYAmt
EOY$3,197,494EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$251,105BOYAmt
EOY$389,560EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$651,377BOYAmt
EOY$624,726EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,221,188BOYAmt
EOY$4,211,780EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,093,573BOYAmt
EOY$18,089,653EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$107,584ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$116,992NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$947,172CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,038,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,774,116CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,186,928CurrentTaxYearMinus1YearAmt
Current Tax Year$1,294,238CurrentTaxYearAmt
Total$6,240,704TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$947,172CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,038,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,774,116CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,186,928CurrentTaxYearMinus1YearAmt
Current Tax Year$1,294,238CurrentTaxYearAmt
Total$6,240,704TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,427,012SubstantialContributorsTotAmt
Public Support Total170$3,813,692PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,479CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,440CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,923CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,346CurrentTaxYearMinus1YearAmt
Current Tax Year$67,464CurrentTaxYearAmt
Total$239,652TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,036CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,385CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,237CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,636CurrentTaxYearMinus1YearAmt
Current Tax Year$61,484CurrentTaxYearAmt
Total$262,778TotalAmt
FieldValueIRS element (for citing)
Total Support$6,743,134TotalSupportAmt
Public Support CY1700.56560PublicSupportCY170Pct
Public Support PY1700.62960PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held45DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$1,083,579DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,050,305DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$2,779,914DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$651,377BeginningYearBalanceAmt
Contributions$22,600ContributionsAmt
Investment Earnings Or Losses$13,114InvestmentEarningsOrLossesAmt
Grants Or Scholarships$54,726GrantsOrScholarshipsAmt
Administrative Expenses$7,639AdministrativeExpensesAmt
End Year Balance$624,726EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$605,435BeginningYearBalanceAmt
Contributions$6,857ContributionsAmt
Investment Earnings Or Losses$72,153InvestmentEarningsOrLossesAmt
Grants Or Scholarships$26,085GrantsOrScholarshipsAmt
Administrative Expenses$6,983AdministrativeExpensesAmt
End Year Balance$651,377EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$586,980BeginningYearBalanceAmt
Investment Earnings Or Losses$49,749InvestmentEarningsOrLossesAmt
Grants Or Scholarships$26,240GrantsOrScholarshipsAmt
Administrative Expenses$5,054AdministrativeExpensesAmt
End Year Balance$605,435EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$427,760BeginningYearBalanceAmt
Contributions$162,494ContributionsAmt
Investment Earnings Or Losses$21,253InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,742GrantsOrScholarshipsAmt
Administrative Expenses$5,785AdministrativeExpensesAmt
End Year Balance$586,980EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$316,996BeginningYearBalanceAmt
Contributions$73,450ContributionsAmt
Investment Earnings Or Losses$55,062InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,584GrantsOrScholarshipsAmt
Administrative Expenses$4,164AdministrativeExpensesAmt
End Year Balance$427,760EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescAGENCY ENDOWMENT LIABILITIESDesc
Amt$13,871,653Amt
FieldValueIRS element (for citing)
Total Liability$13,871,653TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,387,970TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$116,993NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$7,650DonatedServicesAndUseFcltsAmt
Revenue Not Reported-$109,343RevenueNotReportedAmt
Revenue Subtotal$1,497,313RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,497,313TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,397,379TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$7,650DonatedServicesUseFcltsAmt
Expenses Not Reported$7,650ExpensesNotReportedAmt
Expenses Subtotal$1,389,729ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,389,729TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION EVALUATES ITS TAX POSITIONS FOR ANY UNCERTAINTIES BASED ON THE TECHNICAL MERITS OF THE POSITION THE FOUNDATION RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE UPHELD ON EXAMINATION BY TAXING AUTHORITIES. CURRENTLY, THE TAX YEARS ENDED JUNE 30, 2014, 2013, AND 2012 ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE FOUNDATION BEEN CONTACTED BY ANY OF THESE JURISDICTIONS.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (32 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
JACKSONVILLE JEWISH FEDERATION
8505 SAN JOSE BLVDJACKSONVILLEFL32217590637864501(C)(3)$195,400SUPPORT ORGANIZATIONSUPPORT ORGANIZATION
JACKSONVILLE JEWISH CENTER
3663 CROWN POINT RDJACKSONVILLEFL32267590624411501(C)(3)$198,085SUPPORT ORGANIZATION
BAPTIST HEALTH FOUNDATION
836 PRUDENTIAL DRIVEJACKSONVILLEFL32207592487135501(C)(3)$45,000SUPPORT ORGANIZATION
CONGREGATION AHAVATH CHESED
727 SAN JOSE BLVDJACKSONVILLEFL32217590774176501(C)(3)$89,153SUPPORT ORGANIZATION
ST VINCENT'S FOUNDATION
PO BOX 41564JACKSONVILLEFL32203592219923501(C)(3)$44,988SUPPORT ORGANIZATION
UNIVERSITY OF NORTH FLORIDA FOUNDATION
1 UNF DRIVEJACKSONVILLEFL32224591982921501(C)(3)$68,250SUPPORT ORGANIZATION
JACKSONVILLE COMMUNITY ALLIANCE
8505 SAN JOSE BLVDJACKSONVILLEFL32217592620208501(C)(3)$24,128SUPPORT ORGANIZATION
JEWISH FAMILY AND COMMUNITY SERVICES
6261 DUPONT STATIONJACKSONVILLEFL32217590637868501(C)(3)$84,853SUPPORT ORGANIZATION
RIVER GARDEN FOUNDATION
11401 OLD ST AUGUSTINE ROADJACKSONVILLEFL32258593100673501(C)(3)$19,717SUPPORT ORGANIZATION
AMERICAN HEART ASSOCIATION
5851 ST AUGUSTINE RDJACKSONVILLEFL32207131359627501(C)(3)$13,500SUPPORT ORGANIZATION
UNITED WAY OF NORTHEAST FLORIDA
PO BOX 41428JACKSONVILLEFL32224590637825501(C)(3)$29,100SUPPORT ORGANIZATION
WOLFSON CHILDREN'S HOSPITAL
841 PRUDENTIAL DRIVEJACKSONVILLEFL32207592487135501(C)(3)$24,888SUPPORT ORGANIZATION
HILLEL SCHOOL OF TAMPA INC
2020 WEST FLETCHER AVETAMPAFL33612591292840501(C)(3)$12,000SUPPORT ORGANIZATION
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115042312909501(C)(3)$10,000SUPPORT ORGANIZATION
ETZ CHAIM SYNAGOGUE
10167 SAN JOSE BOULEVARDJACKSONVILLEFL32257590931261501(C)(3)$11,080SUPPORT ORGANIZATION
FLORIDA ELITE SOCCER ACADEMY INC
PO BOX 57065JACKSONVILLEFL32241593090428501(C)(3)$5,000SUPPORT ORGANIZATION
FRESH MINISTRIES
1131 NORTH LAURA STJACKSONVILLEFL32206592967898501(C)(3)$10,000SUPPORT ORGANIZATION
HADASSAH MEDICAL RELIEF ASSOCIATION
50 WEST 58TH STREETNEW YORKNY10101136110872501(C)(3)$12,000SUPPORT ORGANIZATION
HILLEL AT UNIVERSITY OF FLORIDA
2020 W UNIVERSITY AVEGAINESVILLEFL32603591090524501(C)(3)$7,500SUPPORT ORGANIZATION
HUBBARD HOUSE
PO BOX 4909JACKSONVILLEFL32201203809007501(C)(3)$7,500SUPPORT ORGANIZATION
JACKSONVILLE AREA LEGAL AID
126 WEST ADAMS STJACKSONVILLEFL32202590696291501(C)(3)$5,000SUPPORT ORGANIZATION
JEWISH HATIONAL FUND
1951 NW 19TH STREET A100BOCA RATONFL33431131359627501(C)(3)$9,740SUPPORT ORGANIZATION
JEWISH THEOLOGICAL SEMINARY OF AMERICA
3080 BROADWAYNEW YORKNY10027130887640501(C)(3)$13,600SUPPORT ORGANIZATION
VOLUNTEERS IN MEDICINE
41 E DUVAL STREETJACKSONVILLEFL32202753002172501(C)(3)$6,000SUPPORT ORGANIZATION
JACKSONVILLE PUBLIC EDUCATION INC
245 RIVERSIDE AVEJACKSONVILLEFL32202592756660501(C)(3)$7,300SUPPORT ORGANIZATION
MALIVAI WASHINGTON KIDS FOUNDATION
1096 WEST SIXTH STREETJACKSONVILLEFL32209593559150501(C)(3)$10,000SUPPORT ORGANIZATION
MEMORIES OF LOVE INC
4932 SUNBEAM RD STE 200JACKSONVILLEFL32257134298184501(C)(3)$27,838SUPPORT ORGANIZATION
MUSEUM OF CONTEMPORARY ART JACKSONVILLE
333 N LAURA STJACKSONVILLEFL32202590689705501(C)(3)$6,000SUPPORT ORGANIZATION
RIVER GARDEN HEBREW HOME FOR THE AGED
11401 OLD ST AUGUSTINE RDJACKSONVILLEFL32258590624438501(C)(3)$6,491SUPPORT ORGANIZATION
RAMAH DAROM INC
6400 POWERS FERRY RD NWATLANTAGA30339592146741501(C)(3)$12,800SUPPORT ORGANIZATION
SOCIETY FOR PEDIATRIC PATHOLOGY
3643 WALTON WAY EXTENSION BLDG 6ATLANTAGA30909222812917501(C)(3)$10,000SUPPORT ORGANIZATION
THE INTERNATIONAL RAOUL WALLENBERG FOUNDATION
34 EAST 67TH STREETNEW YORKNY10065134113121501(C)(3)$25,000SUPPORT ORGANIZATION

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2TRUSTEES BARBARA JAFFE AND SANDY ZIMMERMAN HAVE A FAMILY RELATIONSHIP. THEY ARE MOTHER AND SON.
FORM 990, PART VI, SECTION A, LINE 6THE INITIAL MEMBERS OF THE CORPORATION WERE JACKSONVILLE JEWISH FEDERATION, INC., BETH-EL - THE BEACHES SYNAGOGUE, BETH SHALOM CONGREGATION, CONGREGATION AHAVATH CHESED, ETC CHAIM SYNAGOGUE, JACKSONVILLE JEWISH CENTER, JEWISH COMMUNITY ALLIANCE, JEWISH FAMILY AND COMMUNITY SERVICES, AND RIVER GARDEN HEBREW HOME. PER THE BYLAWS OF THE CORPORATION, ANY ORGANIZATION ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATION, RELIGIOUS, OR SCIENTIFIC PURPOSES QUALIFIES AS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE THAT IS BASED IN NORTHEAST FLORIDA AND HAS STRONG TIES TO THE JEWISH COMMUNITY MAY BE ELECTED TO MEMBERSHIP IN THE CORPORATION BY A 75% VOTE OF THE MEMBERS PRESENT AT AN ANY ANNUAL OR SPECIAL MEETING.
FORM 990, PART VI, SECTION A, LINE 7AEACH MEMBER OF THE CORPORATION SHALL DESIGNATE A PERSON TO SERVE AS A TRUSTEE OF THE CORPORATION. ADDITIONAL TRUSTEES ARE ELECTED BY THE MEMBERS OF THE CORPORATION.
FORM 990, PART VI, SECTION B, LINE 11A DRAFT OF FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS AND THE AUDIT COMMITTEE FOR APPROVAL PRIOR TO BEING FINALIZED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE FOUNDATION COMMUNICATES WITH BOARD MEMBERS ABOUT THE POTENTIAL ISSUES THAT MIGHT LEAD TO A CONFLICT OF INTEREST VIA ANNUAL DIRECT COMMUNICATIONS TO THEM WITH A REQUEST FOR WRITTEN REPLY, FOLLOW UP TO ALL TO SECURE THE WRITTEN REPLY AND RECORDING OF THE RETURNED FORMS AND BACK UP DOCUMENTATION REQUESTED, OF OUR FORMAL CONFLICT OF INTEREST POLICY. THE FOUNDATION FURTHER REMAIN AWARE OF THEIR PERSONAL AND PROFESSIONAL LIVES THROUGH VARIOUS OTHER RESOURCES IN THE JEWISH COMMUNITY, VIA DAILY REVIEW OF MATERIALS PUBLISHED IN THE MEDIA AND VIA REGULAR AND CONSISTENT OTHER FORMS OF DIRECT COMMUNICATIONS WITH THEM. THE FOUNDATION FORWARDS A FORMAL CONFLICT OF INTEREST STATEMENT ANNUALLY THAT BOARD MEMBERS ARE ASKED TO COMPLETE ADVISING OF DETAILS THAT MIGHT HAVE COME UP/CHANGED, EFFECTED THEIR PERSONAL AND PROFESSIONAL LIVES THAT MIGHT CREATE A CONFLICT OF INTEREST. THE FOUNDATION RETAINS ON RECORD THEIR BIO/CV/RESUME AND UPDATES THE INFORMATION ANNUALLY ALONG WITH THE CONFLICT OF INTEREST STATEMENTS WE HAVE THEM COMPLETE. THE FOUNDATIONS REMAINS EDUCATED THROUGH DELIVERABLES AND OTHER COMMUNICATIONS AS NEEDED, WITH THE ATTORNEYS ON THE STAFF OF OUR UMBRELLA ORGANIZATION AND THROUGH OTHER RELIABLE PROFESSIONAL SOURCES, OF THE ISSUES THAT MAY CAUSE A CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15ATHE OFFICERS OF THE ORGANIZATION RESEARCH SALARY RANGES AND MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS MEETS ANNUALLY TO REVIEW AND APPROVE OR DENY THE SALARY RECOMMENDATIONS.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THEIR OFFICE IN JACKSONVILLE AT 4932 SUNBEAM ROAD.

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