THE JEWISH COMMUNITY FOUNDATION OF THE WEST: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH COMMUNITY FOUNDATION OF THE WEST (EIN 68-0445835)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-05
IRS object ID
201402179349301125
Schema version
2013v3.1
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)
Return2014-08-05T12:24:25-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Schwartz Giannini Lantsberger & Adamson CPAsBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14578 Feather River Drive DAddressLine1
CityStocktonCity
StateCAState
ZIP Code95219ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680445835EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY FOUNDATION OF THE WESTBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone9164411613PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 660663AddressLine1
CitySACRAMENTOCity
StateCAState
ZIP Code95866ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALICE CARTWRIGHTPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2014-08-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert S GrossPreparerPersonNm
PTINP00228692PTIN
Phone2094741084PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerTIM TAYLORPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12130 21ST STREETAddressLine1
CitySACRAMENTOCity
StateCAState
ZIP Code95818ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$661,319GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.jcfwest.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO RECEIVE, ACQUIRE, HOLD, MANAGE, ADMINISTER AND EXPEND PROPERTY AND FUNDS FOR CHARITABLE PURPOSES.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$887,827PYContributionsGrantsAmt
CY Contributions Grants$534,630CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$117,375PYInvestmentIncomeAmt
CY Investment Income$126,689CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,005,202PYTotalRevenueAmt
CY Total Revenue$661,319CYTotalRevenueAmt
PY Grants And Similar Paid$733,101PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$391,115CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$37,546PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$38,502CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$59,001PYOtherExpensesAmt
CY Other Expenses$38,530CYOtherExpensesAmt
PY Total Expenses$829,648PYTotalExpensesAmt
CY Total Expenses$468,147CYTotalExpensesAmt
PY Revenues Less Expenses$175,554PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$193,172CYRevenuesLessExpensesAmt
Total Assets BOY$6,910,600TotalAssetsBOYAmt
Total Assets EOY$6,232,423TotalAssetsEOYAmt
Total Liabilities BOY$2,850,001TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,526,725TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,060,599NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,705,698NetAssetsOrFundBalancesEOYAmt
MissionTO RECEIVE, ACQUIRE, HOLD, MANAGE, ADMINISTER AND EXPEND PROPERTY AND FUNDS FOR CHARITABLE PURPOSES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$391,115ExpenseAmt
DescDISTRIBUTED FUNDS FOR CHARITABLE PURPOSES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$8,281ExpenseAmt
DescMANAGED FUNDS HELD FOR CHARITABLE PURPOSES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$399,396TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonALICE CARTWRIGHTPersonNm
Phone9164411613PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 660663AddressLine1
CitySACRAMENTOCity
StateCAState
ZIP Code95866ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ALICE CARTWRIGHT
Treasurer2.000.00Yes (X)Yes (X)$0$0$0
JOEL HASS
Director2.000.00Yes (X)$0$0$0
VERONICA KAUFMAN
Director2.000.00Yes (X)$0$0$0
MARGARET KENT NEWTON
Secretary2.000.00Yes (X)Yes (X)$0$0$0
TIM TAYLOR
President2.000.00Yes (X)Yes (X)$0$0$0
LARRY SALTZMAN
Director2.000.00Yes (X)$0$0$0
JORDAN MAGILL
Director2.000.00Yes (X)$0$0$0
MICHAEL SINGER
Director2.000.00Yes (X)$0$0$0
TERRY KAUFMAN
Director2.000.00Yes (X)$0$0$0
MIKE DEAN
Vice President2.000.00Yes (X)Yes (X)$0$0$0
ANNE EISENBERG
Director2.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$534,630AllOtherContributionsAmt
Total Contributions$534,630TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$126,689TotalRevenueColumnAmt
Exclusion$126,689ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$661,319TotalRevenueColumnAmt
Exclusion$126,689ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$391,115TotalAmt
Program Services$391,115ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$35,383TotalAmt
Management And General$35,383ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,119TotalAmt
Management And General$3,119ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,850TotalAmt
Management And General$16,850ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$8,281TotalAmt
Program Services$8,281ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,485TotalAmt
Management And General$1,485ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,600TotalAmt
Management And General$3,600ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$269TotalAmt
Management And General$269ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,740TotalAmt
Management And General$2,740ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
ANNUAL REPORT$2,678$2,678
OTHER EXPENSES$2,627$2,627

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$468,147TotalAmt
Program Services$399,396ProgramServicesAmt
Management And General$68,751ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,830BOYAmt
EOY$11,665EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,027BOYAmt
EOY$1,932EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$13,191LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$12,790LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$670BOYAmt
EOY$401EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,896,073BOYAmt
EOY$6,218,425EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,910,600BOYAmt
EOY$6,232,423EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,805BOYAmt
EOY$5,467EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,846,196BOYAmt
EOY$1,521,258EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,850,001BOYAmt
EOY$1,526,725EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$85,706BOYAmt
EOY$109,899EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,123,191BOYAmt
EOY$2,383,459EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,851,702BOYAmt
EOY$2,212,340EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,060,599BOYAmt
EOY$4,705,698EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,910,600BOYAmt
EOY$6,232,423EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$193,172ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$451,927NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,225,638CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$492,414CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$818,762CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$887,827CurrentTaxYearMinus1YearAmt
Current Tax Year$534,630CurrentTaxYearAmt
Total$3,959,271TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,225,638CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$492,414CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$818,762CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$887,827CurrentTaxYearMinus1YearAmt
Current Tax Year$534,630CurrentTaxYearAmt
Total$3,959,271TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$3,959,271PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$154,324CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$121,445CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$106,059CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$117,375CurrentTaxYearMinus1YearAmt
Current Tax Year$126,689CurrentTaxYearAmt
Total$625,892TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$154,324CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$121,445CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$106,059CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$117,375CurrentTaxYearMinus1YearAmt
Current Tax Year$126,689CurrentTaxYearAmt
Total$625,892TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,379,962CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$613,859CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$924,821CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,005,202CurrentTaxYearMinus1YearAmt
Current Tax Year$661,319CurrentTaxYearAmt
Total$4,585,163TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.86350PublicSupportCY509Pct
Public Support PY5090.85900PublicSupportPY509Pct
Investment Income CY0.13650InvestmentIncomeCYPct
Investment Income PY0.14100InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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 Held85DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$387,721DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$363,749DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$2,383,459DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,851,702BeginningYearBalanceAmt
Contributions$143,931ContributionsAmt
Investment Earnings Or Losses$269,553InvestmentEarningsOrLossesAmt
Grants Or Scholarships$52,846GrantsOrScholarshipsAmt
End Year Balance$2,212,340EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,659,126BeginningYearBalanceAmt
Contributions$77,484ContributionsAmt
Investment Earnings Or Losses$198,914InvestmentEarningsOrLossesAmt
Grants Or Scholarships$83,822GrantsOrScholarshipsAmt
End Year Balance$1,851,702EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,671,277BeginningYearBalanceAmt
Contributions$133,731ContributionsAmt
Investment Earnings Or Losses-$106,230InvestmentEarningsOrLossesAmt
Grants Or Scholarships$39,652GrantsOrScholarshipsAmt
End Year Balance$1,659,126EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,444,647BeginningYearBalanceAmt
Contributions$153,497ContributionsAmt
Investment Earnings Or Losses$147,780InvestmentEarningsOrLossesAmt
Grants Or Scholarships$74,647GrantsOrScholarshipsAmt
End Year Balance$1,671,277EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,114,723BeginningYearBalanceAmt
Contributions$172,625ContributionsAmt
Investment Earnings Or Losses$222,175InvestmentEarningsOrLossesAmt
Grants Or Scholarships$64,876GrantsOrScholarshipsAmt
End Year Balance$1,444,647EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,868InvestmentCostOrOtherBasisAmt
Depreciation$1,467DepreciationAmt
Book Value$401BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$11,323InvestmentCostOrOtherBasisAmt
Depreciation$11,323DepreciationAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$401TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescAGENCY FUNDSDesc
Amt$1,521,258Amt
FieldValueIRS element (for citing)
Total Liability$1,521,258TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4: Intended uses of the endowment fund.Endowments are permanent funds that allow donors to support their favorite charities or causes in perpetuity.
Part X : FIN48 FootnoteThe Foundation is exempt from federal and state income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the California Revenue and Taxation Code. In addition, the Foundation has been determined not to be a private foundation under Section 170(b)(1)(A)(vi) of the Internal Revenue Code.The Organizations tax filings are subject to audit by various taxing authorities. The Organizations federal tax returns for 2011, 2012 and 2013 remain open to examination by the Internal Revenue Service; state income returns for 2010, 2011, 2012 and 2013 are open to examination. In evaluating the Organizations tax provisions and accruals, management believes that its estimates are appropriate based on current facts and circumstances.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (12 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
CONGREGATION BET HAVERIM
2002 HOPPER PLACEDAVISCA95618$15,502$0CASHCHARITABLE PURPOSES
CONGREGATION BETH SHALOM
4746 EL CAMINO AVESACRAMENTOCA95608$8,492$0CASHCHARITABLE PURPOSES
CONGREGATION BNAI ISRAEL
3600 RIVERSIDE BLVDSACRAMENTOCA95818$28,183$0CASHCHARITABLE PURPOSES
CROCKER ART MUSEUM
216 O STREETSACRAMENTOCA95814$15,645$0CASHCHARITABLE PURPOSES
FRESH PRODUCERS
420 I STREET SUITE 5SACRAMENTOCA95816$13,122$0CASHCHARITABLE PURPOSES
HADAS
328 A STREETDAVISCA95616$33,427$0CASHCHARITABLE PURPOSES
JEWISH FEDERATION OF SACRAMENTO REGION
2351 WYDA WAYSACRAMENTOCA95825$51,430$0CASHCHARITABLE PURPOSES
LEUKEMIA AND LYMPHOMA SOCIETY
1213 MACAULAY CIRCLECARMICHAELCA95608$16,959$0CASHCHARITABLE PURPOSES
MOSAIC LAW CONGREGATION
2300 SIERRA BLVDSACRAMENTOCA95825$50,493$0CASHCHARITABLE PURPOSES
SHALOM SCHOOL
2320 SIERRA BLVDSACRAMENTOCA95825$31,361$0CASHCHARITABLE PURPOSES
TEMPLE OR RISHON
7755 HAZEL AVEORANGEVALECA95662$14,329$0CASHCHARITABLE PURPOSES
TRAVIS FISHER HOUSE
100 BODIN CIRCLE BLDG 789TRAVIS AFBCA94535$10,000$0CASHCHARITABLE PURPOSES
FieldValueIRS element (for citing)
Total501c3 Org12Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationTHE JEWISH COMMUNITY FOUNDATION OF THE WEST DISBURSES GRANTS ONLY TO U.S. ORGANIZATIONS THAT ARE TAX EXEMPT PUBLIC CHARITIES, OR TO STATE OR LOCAL GOVERNMENTAL ORGANIZATIONS QUALIFIED TO RECEIVE TAX-DEDUCTIBLE CHARITABLE CONTRIBUTIONS, SUCH AS STATE COLLEGES OR UNIVERSITIES.DONORS RECEIVE WRITTEN CONFIRMATION OF ALL GRANTS/DISBURSEMENTS DISTRIBUTED IN RESPONSE TO THEIR RECOMMENDATIONS.PROCEDURES ARE IMPLEMENTED TO ENSURE SECURITY OF GRANT FUNDS AS WELL AS COMPLIANCE WITH LAW.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessFORM 990 WAS REVIEWED BY BOARD PRESIDENT PRIOR TO FILING.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableGOVERNING DOCS AND FORM 990 WILL BE MADE AVAILABLE PURSUANT TO STATE AND FEDERAL LAWS UPON REQUEST.

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