THE JEWISH FEDERATION OF THE NORTH SHORE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE JEWISH FEDERATION OF THE NORTH SHORE INC (EIN 04-2105783)
- Tax period
- 2012-09-01 to 2013-07-01
- Filed
- 2014-05-15
- IRS object ID
- 201411359349307346
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T15:48:20-05:00 | Timestamp |
| Tax Period End Date | 2013-07-01 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043000523 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR & DREW PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BRAINTREE HILL OFC PK SUITE 102 | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042105783 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEWISH FEDERATION OF THE NORTH SHORE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 9782244900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 NORMAN STREET NO 302 | AddressLine1 |
| City | SALEM | City |
| State | MA | State |
| ZIP Code | 01970 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANNE SELBY | Name |
| Title | PRESIDENT | Title |
| Phone | 9782244900 | Phone |
| Date Signed | 2014-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY J CARUSO | Name |
| PTIN | P01306603 | PTIN |
| Phone | 6174711120 | Phone |
| Date Prepared | 2014-05-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Terminated Return | X | TerminatedReturn |
| Name Of Principal Officer Person | ANNE SELBY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 NORMAN STREET SUITE 302 | AddressLine1 |
| City | SALEM | City |
| State | MA | State |
| ZIP Code | 01970 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4247159 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JFNS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE THE WELFARE AND CONTINUITY OF THE JEWISH PEOPLE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 12 | TotalNbrEmployees |
| Total Nbr Volunteers | 850 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2552858 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1869856 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21863 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 248621 | InvestmentIncomePriorYear |
| Investment Income Current Year | 462315 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 85597 | OtherRevenuePriorYear |
| Other Revenue Current Year | 38076 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2908939 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2370247 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2263004 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3500373 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 342818 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 308388 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 129637 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 406354 | OtherExpensePriorYear |
| Other Expenses Current Year | 303023 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3012176 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4111784 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -103237 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1741537 | RevenuesLessExpensesCY |
| Total Assets BOY | 6923741 | TotalAssetsBOY |
| Total Assets EOY | 0 | TotalAssetsEOY |
| Total Liabilities BOY | 1948770 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4974971 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 0 | NetAssetsOrFundBalancesEOY |
| Mission Description | OUR PRIMARY MISSION IS TO PROMOTE THE WELFARE AND CONTINUITY OF THE JEWISH PEOPLE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3534273 | Expense |
| Grants | 3500373 | Grants |
| Description | TO RAISE FUNDS FOR THE SUPPORT OF OVERSEAS, NATIONAL AND LOCAL JEWISH PHILANTHROPIC AGENCIES AND TO ENRICH THE EDUCATIONAL, CULTURAL AND SOCIAL LIFE OF THE JEWISH COMMUNITY. | Description |
| Total Program Service Expense | 3534273 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 1 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 12 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS KIMBERLEE SCHUMACHER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9782244900 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 NORMAN STREET SUITE 302 | AddressLine1 |
| City | SALEM | City |
| State | MA | State |
| ZIP Code | 01970 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ANNE SELBY | ||||||
| CO-PRESIDENT | 0.00 | X | X | 0 | 0 | 0 |
| RICHARD SOKOLOW | ||||||
| CO-PRESIDENT | 0.00 | X | X | 0 | 0 | 0 |
| CORY SCHAUER | ||||||
| VICE PRESIDENT | 0.00 | X | X | 0 | 0 | 0 |
| ROBERT SALTER | ||||||
| SECRETARY | 0.00 | X | X | 0 | 0 | 0 |
| SCOTT KAPLOWITCH | ||||||
| TREASURER | 0.00 | X | X | 0 | 0 | 0 |
| MARC ANDLER | ||||||
| MEMBER AT LARGE | 0.00 | X | 0 | 0 | 0 | |
| ARIEL BERGER | ||||||
| MEMBER AT LARGE | 0.00 | X | 0 | 0 | 0 | |
| DEBRA BROOKS | ||||||
| WOMENS DIVISION CAMPAIGN | 0.00 | X | 0 | 0 | 0 | |
| AMANDA CLAYMAN | ||||||
| MEMBER AT LARGE | 0.00 | X | 0 | 0 | 0 | |
| STEVEN COHEN | ||||||
| MEMBER AT LARGE | 0.00 | X | 0 | 0 | 0 | |
| JACK FISCHER | ||||||
| MEMBER AT LARGE | 0.00 | X | 0 | 0 | 0 | |
| HELAINE HAZLETT | ||||||
| MEMBER AT LARGE | 0.00 | X | 0 | 0 | 0 | |
| DEBRA LAKIND | ||||||
| MEMBER AT LARGE | 0.00 | X | 0 | 0 | 0 | |
| JON MARCUS | ||||||
| MEMBER AT LARGE | 0.00 | X | 0 | 0 | 0 | |
| SHARI MCGUIRK | ||||||
| WOMENS DIVISION CAMPAIGN | 0.00 | X | 0 | 0 | 0 | |
| RABBI DAVID MEYER | ||||||
| RABBI | 0.00 | X | 0 | 0 | 0 | |
| MARJORIE PATKIN | ||||||
| CAMPAIGN CO-CHAIR | 0.00 | X | 0 | 0 | 0 | |
| HOWARD RICH | ||||||
| MEMBER AT LARGE | 0.00 | X | 0 | 0 | 0 | |
| MARTIN RAGOSA | ||||||
| FOUNDATION BOARD REP | 0.00 | X | 0 | 0 | 0 | |
| JENNIFER SELIGSON | ||||||
| MEMBER AT LARGE | 0.00 | X | 0 | 0 | 0 | |
| SANDY SHECKMAN | ||||||
| WOMENS DIVISION PRESIDENT | 0.00 | X | 0 | 0 | 0 | |
| STEVEN SOLOMON | ||||||
| CAMPAIGN CO-CHAIR | 0.00 | X | 0 | 0 | 0 | |
| JOSEPH SONTZ | ||||||
| IMMEDIATE PAST PRESIDENT | 0.00 | X | 0 | 0 | 0 | |
| KIMBERLEE SCHUMACHER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1869856 | AllOtherContributions |
| Total Contributions | 1869856 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 110239 | TotalRevenueColumn |
| Exclusion | $110,239 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2228988 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1876912 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 352076 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 352076 | TotalRevenueColumn |
| Exclusion | $352,076 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 38076 | TotalRevenueColumn |
| Exclusion | $38,076 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 38076 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2370247 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $500,391 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3500373 | Total |
| Program Services | 3500373 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258122 | Total |
| Program Services | 12148 | ProgramServices |
| Management And General | 162775 | ManagementAndGeneral |
| Fundraising | 83199 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24487 | Total |
| Program Services | 1190 | ProgramServices |
| Management And General | 17132 | ManagementAndGeneral |
| Fundraising | 6165 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25779 | Total |
| Program Services | 1956 | ProgramServices |
| Management And General | 17650 | ManagementAndGeneral |
| Fundraising | 6173 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6240 | Total |
| Management And General | 6240 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82000 | Total |
| Management And General | 82000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1293 | Total |
| Management And General | 1293 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2796 | Total |
| Management And General | 2796 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4548 | Total |
| Program Services | 813 | ProgramServices |
| Management And General | 2370 | ManagementAndGeneral |
| Fundraising | 1365 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22773 | Total |
| Program Services | 1108 | ProgramServices |
| Management And General | 7248 | ManagementAndGeneral |
| Fundraising | 14417 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16340 | Total |
| Management And General | 16340 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46238 | Total |
| Program Services | 880 | ProgramServices |
| Management And General | 44439 | ManagementAndGeneral |
| Fundraising | 919 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4263 | Total |
| Management And General | 4263 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5339 | Total |
| Management And General | 5339 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBT | 52221 | 52221 | ||
| MISCELLANEOUS | 27590 | 9478 | 10502 | 7610 |
| EVENT COSTS | 11057 | 680 | 588 | 9789 |
| USE OF EMERGENCY FUNDS | 9635 | 9635 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10690 | Total |
| Program Services | 4715 | ProgramServices |
| Management And General | 5975 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4111784 | Total |
| Program Services | 3534273 | ProgramServices |
| Management And General | 447874 | ManagementAndGeneral |
| Fundraising | 129637 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 441120 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182805 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 439283 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79365 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 0 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17894 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5494062 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 269212 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6923741 | BOY |
| EOY | 0 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225441 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1723329 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1948770 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1867498 | BOY |
| EOY | 0 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3107473 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4974971 | BOY |
| EOY | 0 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6923741 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1741537 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 112933 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | 116099 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | -3462466 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1353161 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2226960 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2520505 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2552858 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1869856 | CurrentTaxYear |
| Total | 10523340 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1353161 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2226960 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2520505 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2552858 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1869856 | CurrentTaxYear |
| Total | 10523340 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 10523340 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 190264 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 101305 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 133862 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 128866 | CurrentTaxYearMinus1Year |
| Current Tax Year | 110239 | CurrentTaxYear |
| Total | 664536 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 125627 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 129669 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 61538 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 85597 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38076 | CurrentTaxYear |
| Total | 440507 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 11628383 | TotalSupport |
| Gross Receipts From Admissions Etc | 92302 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.90500 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89030 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: EFFECTIVE JULY 1, 2013 THE ORGANIZATION MERGED INTO COMBINED JEWISH PHILANTHROPIES. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Donor Advised Contributions | 169004 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 1655861 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 343336 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 0 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 0 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3107473 | BeginningOfYearBalance |
| Contributions | 47867 | Contributions |
| Investment Earnings Or Losses | 94532 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1529715 | GrantsOrScholarships |
| End Of Year Balance | 1720157 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3439989 | BeginningOfYearBalance |
| Contributions | 408196 | Contributions |
| Investment Earnings Or Losses | 381956 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1122668 | GrantsOrScholarships |
| End Of Year Balance | 3107473 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3534869 | BeginningOfYearBalance |
| Contributions | 350450 | Contributions |
| Investment Earnings Or Losses | 527302 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 972632 | GrantsOrScholarships |
| End Of Year Balance | 3439989 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4072337 | BeginningOfYearBalance |
| Contributions | 433599 | Contributions |
| Investment Earnings Or Losses | 351082 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1322149 | GrantsOrScholarships |
| End Of Year Balance | 3534869 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6000054 | BeginningOfYearBalance |
| Contributions | 88058 | Contributions |
| Investment Earnings Or Losses | -405062 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1610713 | GrantsOrScholarships |
| End Of Year Balance | 4072337 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.96000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.04000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2483180 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 112933 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 112933 | RevenueNotRptdF990 |
| Revenue Subtotal | 2370247 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2370247 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4111784 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4111784 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4111784 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | INCOME TAX STATUS THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL AND STATE INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES ACCOUNTING STANDARDS CODIFICATION 740-10 (FORMERLY FASB INTERPRETATION 48 (FIN 48) REQUIRES AN ENTITY TO ASSESS THE PROBABILITY THAT A TAX POSITION HAS A MORE LIKELY THAN NOT (MLTN) SUSTAINABILITY AFTER REVIEW BY TAX AUTHORITIES. IF A TAX POSITION IS DEEMED NOT TO MEET THIS THRESHOLD, ANY UNRECOGNIZED TAX BENEFITS AND COSTS ARE ESTIMATED AND RECOGNIZED. INTEREST AND PENALTIES, IF ANY, RELATED TO ASSESSMENTS BY TAX AUTHORITIES WILL BE CLASSIFIED AS A COMPONENT OF INTEREST EXPENSE AND OTHER EXPENSE, RESPECTIVELY, IN THE STATEMENT OF OPERATIONS. A TAX POSITION MAY BE CONSIDERED AS TAKEN ANY TIME A TAXPAYER CHOOSES AMONGST ALTERNATIVES THAT AFFECT THE AMOUNT OF THEIR TAX OBLIGATIONS AND INCLUDE FOR EXAMPLE: TAX EXEMPT STATUS; STATUS AS A PASS-THROUGH ENTITY (S CORPORATIONS, LLCS, ETC.); DECISIONS MADE IN THE PROCESS OF CONFORMING WITH TAX LAWS; DECISIONS NOT TO FILE IN CERTAIN JURISDICTIONS; ALLOCATION OF INCOME BETWEEN JURISDICTIONS AND THE CHARACTERIZATION OF INCOME OR EXPENSES. TAX RETURNS ARE ROUTINELY OPEN FOR REVIEW BY THE TAX AUTHORITIES FOR THREE YEARS FROM THEIR DUE DATE. IN CERTAIN CIRCUMSTANCES THE STATUE OF LIMITATIONS MAY REMAIN OPEN INDEFINITELY. THE ORGANIZATION HAS BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE THAT IT MEETS THE QUALIFICATIONS TO BE CLASSIFIED AS A TAX EXEMPT ENTITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. SINCE THE CONTINUANCE OF THIS STATUS IS BASED UPON CONTINUING QUALIFICATION, THE ORGANIZATION HAS IDENTIFIED THIS AS A TAX POSITION. HOWEVER, IT HAS DETERMINED THAT THIS TAX POSITION MEETS MLTN SUSTAINABILITY AND DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGES IN ITS POSITION REGARDING THIS MATTER IN THE NEXT TWELVE MONTHS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (16 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ROBERT I LAPPIN CHARITABLE FOUNDATION | |||||||
| 29 CONGRESS ST | SALEM | MA | 01970 | 042103607 | 501(C)3 | 303511 | SUPPORT ORGANIZATION |
| COHEN-HILLEL ACADEMY | |||||||
| 6 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | 042282633 | 501(C)3 | 395735 | GENERAL SUPPORT |
| JOINT DISTRIBUTION COMMITTEE | |||||||
| 711 3RD AVE 9TH FLOOR | NEW YORK | NY | 10017 | 131656634 | 501(C)3 | 10000 | ALLOCATION SUPPORT |
| JEWISH FAMILY & CHILDREN SERVICES | |||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | 042124330 | 501(C)3 | 123784 | ALLOCATION SUPPORT |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| PO BOX 157 | NEW YORK | NY | 10268 | 131624240 | 501(C)3 | 178353 | FAIR SHARE ALLOCATION |
| GANN ACADEMY | |||||||
| 333 FOREST ST | WALTHAM | MA | 02452 | 043286969 | 501(C)3 | 17202 | JEWISH EDUCATION |
| JCC PEABODY | |||||||
| 83 PINE STREET | PEABODY | MA | 01960 | 043221593 | 501(C)3 | 65800 | GENERAL SUPPORT |
| JCC MARBLEHEAD | |||||||
| 4 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | 042104351 | 501(C)3 | 164686 | GENERAL SUPPORT |
| HOLOCAUST CENTER BOSTON NORTH | |||||||
| 82 MAIN STREET | PEABODY | MA | 01960 | 161622957 | 501(C)3 | 235180 | SUPPORT SCHOOL OF NURSING |
| TEMPLE BETH SHALOM | |||||||
| 489 LOWELL ST | PEABODY | MA | 01960 | 042319190 | 501(C)3 | 6829 | SYNAGOGUE FINANCIAL SUPPORT |
| CONGREGATION SHIRAT HAYAM | |||||||
| 55 ATLANTIC AVE | SWAMPSCOTT | MA | 01907 | 593806143 | 501(C)3 | 9038 | SYNAGOGUE FINANCIAL SUPPORT |
| TEMPLE AHAVAT ACHIM | |||||||
| 86 MIDDLE STREET | GLOUCESTER | MA | 01930 | 042595406 | 501(C)3 | 5715 | SYNAGOGUE FINANCIAL SUPPORT |
| TEMPLE NER TAMID | |||||||
| 368 LOWELL ST | PEABODY | MA | 01960 | 042308762 | 501(C)3 | 5488 | JEWISH EDUCATION |
| JEWISH JOURNAL | |||||||
| 201 WASHINGTON STREET | SALEM | MA | 01970 | 042607196 | 501(C)3 | 46598 | ALLOCATION SUPPORT |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | 042103559 | 501(C)3 | 1654942 | GENERAL SUPPORT |
| TEMPLE SHALOM OF MEDFORD | |||||||
| 475 WINTHROP STREET | MEDFORD | MA | 02155 | 022129897 | 501(C)3 | 25000 | SYNAGOGUE FINANCIAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 16 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE BOARD OF DIRECTORS APPROVES ALLOCATIONS IT FEELS WILL FURTHER THE MISSION OF THE ORGANIZATION BY PROMOTING THE WELFARE AND CONTINUITY OF THE JEWISH PEOPLE. | Explanation |
Schedule N IRS990ScheduleN
Liquidation Table LiquidationTable
Liquidation Detail LiquidationDetail (10 entries)
| Description Of AssetDescriptionOfAsset | Date Of DistributionDateOfDistribution | FMV Of AssetFMVOfAsset | Method Of FMV DeterminationMethodOfFMVDetermination | EINEIN | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | IRC SectionIRCSection |
|---|---|---|---|---|---|---|---|---|---|
| COMBINED JEWISH PHILANTHROPIES | |||||||||
| CASH | 2013-07-01 | 83091 | CASH VALUE | 042103559 | 126 HIGH STREET | BOSTON | MA | 02110 | 501(C)3 |
| COMBINED JEWISH PHILANTHROPIES | |||||||||
| SAVINGS AND TEMPORARY CASH INVESTMENTS | 2013-07-01 | 178293 | CASH VALUE | 042103559 | 126 HIGH STREET | BOSTON | MA | 02110 | 501(C)3 |
| COMBINED JEWISH PHILANTHROPIES | |||||||||
| PLEDGES AND GRANT RECEIVABLES | 2013-07-01 | 913132 | BOOK VALUE | 042103559 | 126 HIGH STREET | BOSTON | MA | 02110 | 501(C)3 |
| COMBINED JEWISH PHILANTHROPIES | |||||||||
| PREPAID EXPENSES | 2013-07-01 | 934 | BOOK VALUE | 042103559 | 126 HIGH STREET | BOSTON | MA | 02110 | 501(C)3 |
| COMBINED JEWISH PHILANTHROPIES | |||||||||
| CAPITAL ASSETS | 2013-07-01 | 13631 | NET BOOK VALUE | 042103559 | 126 HIGH STREET | BOSTON | MA | 02110 | 501(C)3 |
| COMBINED JEWISH PHILANTHROPIES | |||||||||
| CASH SURRENDER VALUE OF LIFE INSURANCE | 2013-07-01 | 160692 | MARKET VALUE | 042103559 | 126 HIGH STREET | BOSTON | MA | 02110 | 501(C)3 |
| COMBINED JEWISH PHILANTHROPIES | |||||||||
| ASSTS HELD UNDER SPLIT-INTEREST PORTFOLIOS | 2013-07-01 | 123825 | MARKET VALUE | 042103559 | 126 HIGH STREET | BOSTON | MA | 02110 | 501(C)3 |
| COMBINED JEWISH PHILANTHROPIES | |||||||||
| PUBLICLY TRADED SECURITIES | 2013-07-01 | 3541894 | MARKET VALUE | 042103559 | 126 HIGH STREET | BOSTON | MA | 02110 | 501(C)3 |
| COMBINED JEWISH PHILANTHROPIES | |||||||||
| ACCOUNTS PAYABLE AND ACCRUED EXPENSES | 2013-07-01 | -182523 | BOOK VALUE | 042103559 | 126 HIGH STREET | BOSTON | MA | 02110 | 501(C)3 |
| COMBINED JEWISH PHILANTHROPIES | |||||||||
| INVESTMENTS HELD FOR OTHERS | 2013-07-01 | -1370503 | MARKET VALUE | 042103559 | 126 HIGH STREET | BOSTON | MA | 02110 | 501(C)3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | 0 | DirectorOfSuccessor |
| Employee Of Successor | 1 | EmployeeOfSuccessor |
| Owner Of Successor | 0 | OwnerOfSuccessor |
| Receive Compensation | 0 | ReceiveCompensation |
| Assets Distributed | 1 | AssetsDistributed |
| Required To Notify AG | 1 | RequiredToNotifyAG |
| AG Notified | 1 | AGNotified |
| Liabilities Paid | 0 | LiabilitiesPaid |
| Bonds Outstanding | 0 | BondsOutstanding |
Form990 Schedule N Part III Form990ScheduleNPartIII (3 entries)
| ExplanationExplanation |
|---|
| PART I, LINE 2E: KIMBERLEE SCHUMACHER |
| PART I, LINE 2E: KIMBERERLEE SCHUMACHER, AN EMPLOYEE OF COMBINED JEWISH PHILANTHROPIES (CJP), SERVED AS THE ORGANIZATION'S EXECUTIVE DIRECTOR UNTIL THE MERGER OF THE ORGANIZATION INTO CJP AT WHICH TIME SHE RESUMED HER PREVIOUS POSITION WITHIN CJP. |
| THE ORGANIZATION MERGED WITH COMBINED JEWISH PHILANTHROPIES, E.I.N. 04-2103559, EFFECTIVE 7/1/13. THE ORGANIZATIONS PROGRAMS AND SERVICES WILL CONTINUE AS A PROGRAM OF COMBINED JEWISH PHILANTHROPIES. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION HAS DELEGATED CONTROL OF ITS ACCOUNTING AND BOOKKEEPING RESPONSIBILITIES TO COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY THROUGH ACCESS TO AN ONLINE PORTAL. IT IS REVIEWED BY THE GOVERNING BODY OR BY A REPRESENTATIVE APPOINTED BY THE GOVERNING BODY AND THEN APPROVED FOR RELEASE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, EACH MEMBER OF THE BOARD OF DIRECTORS SIGNS A STATEMENT AFFIRMING THAT HE OR SHE HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTOOD THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL COMMITTEE MEETS TO DISCUSS THE CEO/EXECUTIVE DIRECTOR/OTHER OFFICERS COMPENSATION. THEY DETERMINE A SALARY BASED UPON OTHER ORGANIZATIONS THEIR SIZE, AND ALSO BASED ON THE EXPERIENCE OF THE PERSON BEING HIRED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | MERGER INTO COMBINED JEWISH PHILANTHROPIES -3,462,466. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII LINE 2C | THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE HIRING OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT BEEN CHANGED FROM PRIOR YEARS. |
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