2014-06-18T13:37:32-05:00 2013-12-31 113066459 CERINI AND ASSOCIATES LLP 3340 VETERANS MEMORIAL HIGHWAY BOHEMIA NY 11716 990 2013-01-01 232742482 JEWISH FUNDERS NETWORK JEWI 2127260177 150 WEST 30TH STREET NO 900 NEW YORK NY 10001 JUDITH A MANN COO 2127260177 2014-06-18 1 KENNETH CERINI P00228264 6315821600 2014-06-18 2013 2015-11-30 17:44:51Z ANDRS SPOKOINY 150 WEST 30TH STREET NO 900 NEW YORK NY 10001 6692992 0 X WWW.JFUNDERS.ORG X 1994 NY THE MISSION OF THE JEWISH FUNDERS NETWORK IS TO HELP PHILANTHROPISTS MAXIMIZE THE IMPACT OF THEIR GIVING BY ASSISTING THEM IN THE: (A) IDENTIFICATION OF NEEDS AND CHALLENGES; (B) SHAPING OF INDIVIDUAL AND COLLECTIVE JEWISH RESPONSES TO THOSE NEEDS AND CHALLENGES; AND (C) PURSUIT OF OPPORTUNITIES TO ADDRESS THOSE NEEDS AND CHALLENGES, ROOTED IN JEWISH VALUES. JFN WORKS THROUGH TWO PRIMARY AVENUES, ITS NETWORK OF MEMBERS, AND PHILANTHROPIC SERVICES INCLUDING THE FACILITATION OF GRANTMAKING. 34 34 17 125 0 0 9177458 5081777 1538181 1605696 11797 5519 0 0 10727436 6692992 9300586 2364689 0 0 1498746 1670787 0 0 166096 1994233 1977825 12793565 6013301 -2066129 679691 3116177 4309368 721071 1086571 2395106 3222797 X THE MISSION OF THE JEWISH FUNDERS NETWORK IS TO HELP PHILANTHROPISTS MAXIMIZE THE IMPACT OF THEIR GIVING BY ASSISTING THEM IN THE: (A) IDENTIFICATION OF NEEDS AND CHALLENGES; (B) SHAPING OF INDIVIDUAL AND COLLECTIVE JEWISH RESPONSES TO THOSE NEEDS AND CHALLENGES; AND (C) PURSUIT OF OPPORTUNITIES TO ADDRESS THOSE NEEDS AND CHALLENGES, ROOTED IN JEWISH VALUES. JFN WORKS THROUGH TWO PRIMARY AVENUES, ITS NETWORK OF MEMBERS, AND PHILANTHROPIC SERVICES INCLUDING THE FACILITATION OF GRANTMAKING. 0 0 349178 766700 MEMBER SERVICESJFN MEMBER SERVICES IDENTIFY PHILANTHROPIC OPPORTUNITIES OF INTEREST TO JEWISH FUNDERS, PROVIDE A RANGE OF PROGRAMMING AND RESOURCES AIMED AT EDUCATING JEWISH PHILANTHROPISTS ABOUT SPECIFIC FUNDING NEEDS AND OPPORTUNITIES, AND SERVE AS THE HUB CONNECTING MEMBERS IN THE NETWORK. JFN PROVIDES MEMBER SERVICES FROM NEW YORK HEADQUARTERS, FROM JFN ISRAEL, FOUNDED IN 2008, AND JFN WEST IN LOS ANGELES, LAUNCHED IN 2010. 443813 43000 443813 JEWISH TEEN FUNDERS NETWORKTHE MISSION OF THE JEWISH TEEN FUNDERS NETWORK IS TO PROVIDE TEENS, AGES 13-18, WITH HANDS-ON OPPORTUNITIES TO ENGAGE IN COLLECTIVE PHILANTHROPIC GIVING WITH THEIR PEERS, GUIDED BY JEWISH VALUES. THERE ARE NOW MORE THAN 80 JEWISH YOUTH PHILANTHROPY PROGRAMS IN NORTH AMERICA HOUSED IN DAY SCHOOLS, RELIGIOUS SCHOOLS, SYNAGOGUES, SOCIAL SERVICE AGENCIES, LOCAL JEWISH FEDERATIONS, AND ENDOWMENT FOUNDATIONS. . 782724 0 812957 CONFERENCETHE JFN INTERNATIONAL CONFERENCE IS AN EXTRAORDINARY OPPORTUNITY FOR FUNDERS FROM AROUND THE JEWISH WORLD TO STRENGTHEN PERSONAL CONNECTIONS AND BUILD PARTNERSHIPS. THROUGH TOP-LEVEL PRESENTERS, INNOVATIVE LEARNING EXPERIENCES, NETWORKING OPPORTUNITIES, SITE VISITS, AND BIG-PICTURE THINKING ON THE JEWISH FUTURE, THE CONFERENCE IS A UNIQUE EXPERIENCE FOR HUNDREDS OF JEWISH PHILANTHROPISTS AND FOUNDATION PROFESSIONALS TO LEVERAGE THE POWER OF JFNS NETWORK TO EFFECT MEANINGFUL AND IMPACTFUL CHANGE ACROSS THE GLOBE. 3719928 2321689 4664003 3719928 2321689 4664003 5295643 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 1 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 41 0 1 17 1 0 0 0 0 0 0 0 0 0 0 X 34 34 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X JEWISH FUNDERS NETWORK 2127260177 150 WEST 30TH STREET NEW YORK NY 10001 DOROTHY TANANBAUM CHAIR 2.00 X X 0 0 0 HUBERT LEVEN VICE - CHAIR 2.00 X X 0 0 0 IRINA NEVZLIN VICE - CHAIR 2.00 X X 0 0 0 DANIEL C PRICE VICE - CHAIR 2.00 X X 0 0 0 LARRY MOSES SECRETARY 0.50 X X 0 0 0 ADAM LEVINE TREASURER 0.50 X X 0 0 0 AMIR HALEVY BOARD MEMBER 1.00 X 0 0 0 AVI NAOR BOARD MEMBER 1.00 X 0 0 0 BENJAMIN R SILLINS BOARD MEMBER 1.00 X 0 0 0 DONN WEINBERG BOARD MEMBER 1.00 X 0 0 0 GEORGETTE BENNETT BOARD MEMBER 1.00 X 0 0 0 HOWARD ROSENBLOOM BOARD MEMBER 1.00 X 0 0 0 JAY RUDERMAN BOARD MEMBER 1.00 X 0 0 0 JEFFREY R SOLOMON BOARD MEMBER 1.00 X 0 0 0 LINDA MIRELS BOARD MEMBER 1.00 X 0 0 0 VIRGINIA BAYER BOARD MEMBER 1.00 X 0 0 0 YOAV SHOHAM BOARD MEMBER 1.00 X 0 0 0 MEM BERNSTEIN BOARD MEMBER 1.00 X 0 0 0 ANGELICA BERRIE BOARD MEMBER 1.00 X 0 0 0 ELISA SPUNGEN BILDNER BOARD MEMBER 1.00 X 0 0 0 SUSAN DICKMAN BOARD MEMBER 1.00 X 0 0 0 JIM FARLEY BOARD MEMBER 1.00 X 0 0 0 DR CHERYL FISHBEIN BOARD MEMBER 1.00 X 0 0 0 BETH KLARMAN BOARD MEMBER 1.00 X 0 0 0 NOAM LAUTMAN BOARD MEMBER 1.00 X 0 0 0 CHARLENE SEIDLE BOARD MEMBER 1.00 X 0 0 0 MICHAEL J BOHNEN BOARD MEMBER 1.00 X 0 0 0 CINDY CHAZAN BOARD MEMBER 1.00 X 0 0 0 SONIA SIMON CUMMINGS BOARD MEMBER 1.00 X 0 0 0 SHLOMIT DE VRIES BOARD MEMBER 1.00 X 0 0 0 WENDY FISHER BOARD MEMBER 1.00 X 0 0 0 ADAM MILSTEIN BOARD MEMBER 1.00 X 0 0 0 ILIA SALITA BOARD MEMBER 1.00 X 0 0 0 CAREN YANIS BOARD MEMBER 1.00 X 0 0 0 JUDITH MANN COO 37.50 X 179113 0 19609 ANDRES SPOKOINY PRESIDENT & CEO 37.50 X 427646 0 17227 RUTH ROTENBERG DIRECTOR OF PEER NETW 37.50 X 117083 0 11710 STEFANIE ZELKIND DIRECTOR JTFN 37.50 X 113272 0 11558 DREW SAMANTHA ANDERSON DIRECTOR OF MEMBER SERVICES 37.50 X 109577 0 8677 946691 0 68781 5 0 1 0 0 5081777 5081777 MEMBERSHIP DUES 812900 716360 716360 CONFERENCE SPONSORSHIP 812900 501205 501205 CONFERENCE 812900 311782 311782 PROGRAM FEES 812900 76349 76349 1605696 5519 5519 6692992 1605696 0 5519 205339 205339 5000 5000 2154350 2154350 1015470 712010 153784 149676 423902 374382 49520 47003 33704 9728 3571 102105 78026 21279 2800 82307 67188 10586 4533 480611 302876 177735 200 200 8985 1388 7597 179415 141076 33521 4818 98370 82441 15412 517 603890 603890 23125 23125 OTHER PROGRAM EXPENSES 490531 490531 TELEPHONE AND EMAIL 21926 14869 6876 181 MISCELLANEOUS 18631 2173 16458 EQUIPMENT AND FURNITURE 17887 8451 9436 34254 17949 16305 6013301 5295643 551562 166096 770134 932942 137595 586017 482036 1238924 87292 10493 75848 70911 314223 299545 3696 14678 1517395 1421042 42181 34361 3116177 4309368 137034 121480 502374 788376 81663 176715 721071 1086571 X 1127380 1136679 1170320 2067771 97406 18347 2395106 3222797 3116177 4309368 X 679691 148000 X X 0 1 X 1 0 X 8084237 6445461 12202721 9793549 5798137 42324105 8084237 6445461 12202721 9793549 5798137 42324105 25491206 16832899 46259 3858 9658 11797 5519 77091 6 5789 15050 20845 42422041 5272536 0.39680 0.37710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97406 153 5000 73712 500 18347 107734 176 5000 5504 97406 118692 254 5000 6212 107734 129125 358 5000 5791 118692 141409 -1630 5000 5654 129125 1.00000 0 0 58194 58194 0 256029 241351 14678 14678 MONEY MARKET FUND & CD'S 1421042 F 1421042 X 6692992 0 6692992 0 6692992 6013301 0 6013301 0 6013301 PART V, LINE 4: PERMANENTLY RESTRICTED FUNDS ARE USED TO FUND THE EXPENSE ASSOCIATED WITH A BIENNIAL AWARD. PART X, LINE 2: JFN HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. JFN BELIEVES THAT TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE AFFECT ON JFN'S FINANCIAL CONDITION, RESULTS OF OPERATIONS, OR CASH FLOWS. ACCORDINGLY, JFN HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2013. 1 ISRAEL 1 4 PROGRAM SERVICES, GRANTS TO RECIPIENTS LOCATED IN THE REGION. FOLLOWING A SUCCESSFUL ISRAEL CONFERENCE IN 2008, JFN OPENED JFN ISRAEL. THIS OFFICE IS AN INTEGRAL PART OF THE JEWISH FUNDERS NETWORK. WORKING WITH THE GUIDANCE OF A VOLUNTEER ISRAELI CABINET, THE OFFICE HAS BEEN CREATED TO FACILITATE NETWORKING FOR ISRAELI MEMBERS TO MEET EACH OTHER AND ALSO MEET MEMBERS ABROAD TO EXCHANGE IDEAS, BEST PRACTICES AND GIVING OPTIONS. JFN ISRAEL WORKS WITH ISRAELI MEMBERS TO STRENGTHEN GRANT MAKING AND SUPPORT THE DEVELOPMENT OF THE EMERGING PHILANTHROPIC CULTURE IN ISRAEL, AS WELL AS TO FACILITATE PARTNERING OPPORTUNITIES AND PROVIDE THE TOOLS AND METHODS TO SUPPORT THESE PARTNERSHIPS. 2999270 1 4 0 0 1 4 2999270 0 2999270 ISRAEL PROGRAM FUNDING 163000 WIRE ISRAEL PROGRAM FUNDING 1824500 WIRE ISRAEL PROGRAM FUNDING 106790 WIRE ISRAEL PROGRAM FUNDING 355000 WIRE 0 0 0 0 0 0 PART I, LINE 2: FOR EACH GRANT MADE BY JFN, THE ORGANIZATION ENTERS INTO A WRITTEN GRANT AGREEMENT WITH THE GRANT RECIPIENT THAT, AMONG OTHER THINGS, REQUIRES THE GRANT RECIPIENT TO SUBMIT, UNTIL THE GRANT FUNDS ARE FULLY EXPENDED, AN ANNUAL WRITTEN REPORT TO THE ORGANIZATION REGARDING USE OF THE GRANT FUNDS. THE GRANT AGREEMENT ALSO GIVES THE ORGANIZATION THE RIGHT (I) TO MONITOR THE PROGRESS OF ANY PROJECTS FUNDED BY THE GRANT (INCLUDING BY MAKING SITE VISITS), (II) TO DISCUSS THOSE PROJECTS AND THEIR IMPLEMENTATION AND FINANCES WITH REPRESENTATIVES OF THE GRANT RECIPIENT, AND (III) TO REVIEW RECORDS AND OTHER MATERIAL, INCLUDING FINANCIAL RECORDS, CONNECTED WITH THOSE PROJECTS. 1 AMERICAN FRIENDS OF HERITAGE HOUSE INC 163 ASCENSION ST PASSAIC NJ 07055 521437755 501(C)(3) 69502 PROGRAM FUNDING FJC - A FOUNDATION OF DONOR ADVISED FUNDS 520 EIGHTH AVENUE 20TH FL NEW YORK NY 10018 133848582 501(C)(3) 7856 PROGRAM FUNDING JEWISH COMMUNITY FOUNDATION - GRTR PHOENIX 12701 N SCOTTSDALE RD SUITE 202 SCOTTSDALE AZ 85254 470874376 501(C)(3) 10000 PROGRAM FUNDING PEF ISRAEL ENDOWMENT FUNDS INC 317 MADISON AVENUE SUITE 607 NEW YORK NY 10017 136104086 501(C)(3) 79042 PROGRAM FUNDING JJ GREENBERG AWARD 1 5000 PART I, LINE 2: FOR EACH GRANT MADE BY JFN, THE ORGANIZATION ENTERS INTO A WRITTEN GRANT AGREEMENT WITH THE GRANT RECIPIENT THAT, AMONG OTHER THINGS, REQUIRES THE GRANT RECIPIENT TO SUBMIT, UNTIL THE GRANT FUNDS ARE FULLY EXPENDED, AN ANNUAL WRITTEN REPORT TO THE ORGANIZATION REGARDING USE OF THE GRANT FUNDS. THE GRANT AGREEMENT ALSO GIVES THE ORGANIZATION THE RIGHT (I) TO MONITOR THE PROGRESS OF ANY PROJECTS FUNDED BY THE GRANT (INCLUDING BY MAKING SITE VISITS), (II) TO DISCUSS THOSE PROJECTS AND THEIR IMPLEMENTATION AND FINANCES WITH REPRESENTATIVES OF THE GRANT RECIPIENT, AND (III) TO REVIEW RECORDS AND OTHER MATERIAL, INCLUDING FINANCIAL RECORDS, CONNECTED WITH THOSE PROJECTS. X X X 0 0 0 0 0 0 0 0 0 JUDITH MANN COO 179113 0 0 0 0 0 12582 0 7027 0 198722 0 0 0 ANDRES SPOKOINY PRESIDENT & CEO 427646 0 0 0 0 0 10200 0 7027 0 444873 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 JFN'S NETWORK OF MEMBERS INCLUDES OVER 900 FUNDERS FROM ALL OVER THE WORLD INCLUDING INDIVIDUAL PHILANTHROPISTS, FAMILY FOUNDATIONS AND FOUNDATION PROFESSIONALS. FORM 990, PART VI, SECTION A, LINE 7A JFN'S MEMBERS MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 ONCE THE 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE AND THEN THE EXECUTIVE COMMITTEE, THE ORGANIZATION WILL DISTRIBUTE THE DRAFT OF FORM 990 TO THE BOARD FOR THEIR REVIEW AND APPROVAL. BOARD MEMBERS WILL RESPOND BACK WITH ANY QUESTIONS OR COMMENTS WHICH WILL THEN BE CONSIDERED IN THE FINAL FILED COPY. FORM 990, PART VI, SECTION B, LINE 12C IN ORDER TO ENSURE THAT JFN OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE, TAX-EXEMPT ORGANIZATIONAL PURPOSES, AND DOES NOT ENGAGE IN ANY ACTIVITY OR ACTIVITIES THAT COULD OR WOULD JEOPARDIZE SUCH TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. SUCH PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING: I) WHETHER COMPENSATION OR OTHER REMUNERATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND IN EACH CASE, THE RESULT OF ARM'S LENGTH BARGAINING; II) WHETHER ANY JFN PARTNERSHIPS, JOINT VENTURES, CONTRACTS AND OTHER ARRANGEMENTS WITH THIRD-PARTY ORGANIZATIONS, FIRMS OR ENTITIES (WHETHER PROFIT OR NON-PROFIT) CONFORM TO JFN'S WRITTEN POLICIES, INCLUDING THIS CONFLICTS OF INTEREST POLICY, AND ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR NEEDED GOODS AND SERVICES RENDERED OR TO BE RENDERED, FURTHER THE CHARITABLE, TAX-EXEMPT ORGANIZATIONAL PURPOSES OF JFN, AND DO NOT RESULT IN "PRIVATE INUREMENT", "IMPERMISSIBLE PRIVATE BENEFIT", OR IN AN "EXCESS BENEFIT TRANSACTION" (AS THOSE TERMS ARE DEFINED OR INTERPRETED BY THE INTERNAL REVENUE SERVICE). FORM 990, PART VI, SECTION B, LINE 15 THE BOARD'S PERSONNEL COMMITTEE USED SALARY SURVEY/COMPARABILITY DATA FROM THE COUNCIL ON FOUNDATIONS AND PROFESSIONALS FOR NON-PROFITS, PLUS ON-LINE RESEARCH. FOR BOTH EXECUTIVES REVIEWED (THE PRESIDENT AND CHIEF OPERATING OFFICER), THE COMMITTEE DISCUSSED THE PERFORMANCE, GROWTH IN RESPONSIBILITIES AND/OR PERFORMANCE, AND PAST HISTORY OF COMPENSATION BEFORE ARRIVING AT A DECISION. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE ONLINE FROM IRS AND GUIDESTAR. GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE ON THE JFN WEBSITE. FORM 990, PART XI, LINE 9: PRIOR PERIOD NET ASSET ADJUSTMENT 148,000. FORM 990, PART XII, LINE 2C: THE PROCESS BY WHICH THE ORGANIZATION SELECTS AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR.