2014-08-06T11:52:46-05:00 2013-09-30 210658561 BOWMAN & COMPANY LLP 601 WHITE HORSE ROAD VOORHEES NJ 080432493 990 2012-10-01 201260545 JEWISH COMMUNITY FOUNDATION INC JEWI 8566732521 1301 SPRINGDALE ROAD NO 200 CHERRY HILL NJ 08003 JEFF KLEIN 8566732582 2014-07-28 GLEN J WALTON P01081348 8564356200 2012 2015-11-30 17:44:51Z JEFF KLEIN 1301 SPRINGDALE ROAD NO 200 CHERRY HILL NJ 08003 3464072 0 X WWW.JCFSNJ.ORG X 2004 NJ THE ORGANIZATION PROVIDES GRANTS AND SCHOLARSHIPS FOR A VARIETY OF ACADEMIC AND EDUCATIONAL NEEDS ON A NONDISCRIPMINATORY BASIS. 30 29 4 50 0 0 4671407 2490435 0 0 857934 934176 19090 16583 5548431 3441194 4305882 2283509 0 0 350989 391977 0 0 0 436044 416471 5092915 3091957 455516 349237 28841372 30571999 887910 891121 27953462 29680878 TO ASSIST INDIVIDUALS AND FAMILIES IN ACHIEVING THEIR PHILANTHROPIC GOALS THROUGH FUNDS TO SUPPORT THE LOCAL COMMUNITY, AGENCIES AND PROGRAMS. 0 0 2979177 2283509 TO DEVELOP COMMUNITY AND LEGACY ENDOWMENT FUNDS TO SUPPORT LOCAL COMMUNITY, AGENCIES AND PROGRAMS. 2979177 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 10 0 1 4 1 0 0 0 0 0 0 0 0 X 30 29 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X THE ORGANIZATION 8566732521 1301 SPRINGDALE ROAD NO 200 CHERRY HILL NJ 08003 JOSH REISMAN 1.00 X X 0 0 0 JAMES KELLMER 1.00 X 0 0 0 DONALD LOVE 1.00 X X 0 0 0 MARK FENDRICK CFP 1.00 X X 0 0 0 JANET SMITH 1.00 X X 0 101365 19564 JEFF KLEIN 40.00 X X 155243 0 12673 JASON COLE EFP 1.00 X 0 0 0 VALERIE GLADFELTER 1.00 X X 0 0 0 MORTON B COMER 1.00 X 0 0 0 PEGGY DAVID 1.00 X 0 0 0 SUZANNE LEVY-POLIKOFF 1.00 X 0 0 0 VICKI ZELL 1.00 X 0 0 0 JENNIFER DUBROW WEISS 1.00 X X 0 127841 30766 ROBERT BELFER MD 1.00 X 0 0 0 EDWARD ADLEMAN 1.00 X X 0 0 0 SYDRIA SCHAFFER MD 1.00 X 0 0 0 ED PLASKY CPA 1.00 X 0 0 0 BETTY S ADLER ESQ 1.00 X 0 0 0 ED RIVKIN 1.00 X 0 0 0 ALAN BLUMENFELD 1.00 X 0 0 0 STEVE BEILOWITZ 1.00 X 0 0 0 SANDY H BROWN 1.00 X 0 0 0 NEAL CUPERSMITH 1.00 X 0 0 0 GLENN FUHRMAN ESQ 1.00 X 0 0 0 MILTON GOTTSCHALK 1.00 X 0 0 0 KC ISDANER 1.00 X 0 0 0 ANDREA LEVIN 1.00 X 0 0 0 MARCY SANDERS 1.00 X 0 0 0 BRAD WEINGART 1.00 X 0 0 0 SCOTT LERNER 1.00 X 0 0 0 155243 229206 63003 1 0 1 0 0 2490435 819927 2490435 934176 934176 39461 22878 16583 16583 3441194 0 0 950759 2283509 2283509 155243 155243 165942 117764 48178 20609 17518 3091 29258 24869 4389 20925 17786 3139 5604 4763 841 6554 5571 983 20950 18143 2807 PROFESSIONAL FEES AND C 308920 262582 46338 CGA & CRAT PAYMENTS 54348 54348 PRINTING AND PUBLICATIO 7405 6294 1111 SUPPLIES 5720 4862 858 6970 5925 1045 3091957 2979177 112780 0 3710 3579 3126 2511 54535 54996 1899124 1816344 25765543 27515431 1115334 1179138 28841372 30571999 258347 235230 4000 625563 655891 887910 891121 X 21704368 23284590 2056445 2158185 4192649 4238103 27953462 29680878 28841372 30571999 349237 1378179 0 X X 0 1 X 1 0 X X 0 0 0 JEWISH FEDERATION OF SOUTHERN NEW JERSEY 210634489 11A 1 1 1 67628 1 67628 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 150 261 1657235 649205 1255585 1599436 9238854 21325263 1 1 20469404 888180 1815478 1528312 71124 248363 21325263 18439440 1433079 2556784 1660317 73505 226077 20469404 18300794 1130915 371870 1067485 72611 224043 18439440 16059976 1477101 1763113 416713 522446 60237 18300794 16292302 1634724 84803 552818 1230703 168332 16059976 0.78450 0.14280 0.07270 0 0 0 AGENCY FUNDS 655891 655891 X 4842251 1378179 22878 1401057 3441194 0 3441194 3114835 22878 22878 3091957 0 3091957 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION CLAIMS EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, DOES NOT RECORD A PROVISION FOR INCOME TAXES ON ITS EARNINGS. THE FOUNDATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS REFLECTED IN ITS FINANCIAL STATEMENTS, WITH REGARD TO ISSUES AFFECTING ITS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME, AND RELATED MATTERS. THE FOUNDATION BELIEVES THAT IN THE EVENT OF AN EXAMINATION BY TAXING AUTHORITIES, THE FOUNDATION'S POSITION WOULD PREVAIL BASED UPON THE TECHNICAL MERITS OF SUCH POSITION. THEREFORE, THE FOUNDATION HAS CONCLUDED THAT NO TAX BENEFITS OR LIABILITIES ARE REQUIRED TO BE RECOGNIZED IN ACCORDANCE WITH THE NEW REQUIREMENTS. THE FOUNDATION'S FEDERAL INFORMATION RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE FOR THREE YEARS, INCLUDING 2010, 2011, AND 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 22,878. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 22,878. ANNUAL DINNER 39461 39461 22878 39461 39461 22878 22878 16583 1 FEDERATION ANNUAL CAMPAIGN 580678 TO FURTHER NON-PROFIT'S MISSION JEWISH FEDERATION AGENCIES 905565 TO FURTHER NON-PROFIT'S MISSION JCC HEALTH & WELLNESS 9250 TO FURTHER NON-PROFIT'S MISSION LOCAL JEWISH AGENCIES 440937 TO FURTHER NON-PROFIT'S MISSION LOCAL NON JEWISH AGENCIES 44437 TO FURTHER NON-PROFIT'S MISSION NATIONAL JEWISH AGENCIES 173624 TO FURTHER NON-PROFIT'S MISSION NATIONAL NON JEWISH AGENCIES 129018 TO FURTHER NON-PROFIT'S MISSION PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: DONOR ADVISED FUNDS - SUGGESTED BY FUND HOLDER AND APPROVED BY BOARD AT EACH BOARD MEETING. A LISTING IS GIVEN OUT FOR REVIEW AND APPROVAL. ALL REQUESTS ARE EITHER ENTERED BY DONOR ON THE WEBSITE OR COMMUNICATED IN WRITING TO STAFF AND ENTERED THAT WAY. ALL GRANTS REVIEWED FOR NON-PROFIT STATUS BEFORE APPROVAL BY EXECUTIVE DIRECTOR AND DESIGNATED BOARD PERSONS. ENDOWMENT GRANTS - AGREEMENTS CRAFTED WITH DONOR SPECIFY HOW AND WHEN DISBURSEMENTS ARE MADE. NOTES ARE KEPT IN FILE AND CHECKS SIGNED BY EXECUTIVE DIRECTOR AND DESIGNATED BOARD PERSONS. RECORDS ARE MAINTAINED AND SIGNATURES ARE SECURED. THE ORGANIZATION MANAGES A SMALL COMPETITIVE GRANTS PROGRAMS. APPLICANTS MUST HAVE NON-PROFIT STATUS. A COMMITTEE OF VOLUNTEERS REVIEW APPLICATIONS AND MAKE A RECOMMENDATION TO THE BOARD OF TRUSTEES FOR APPROVAL. FUNDS ARE RELEASED UPON COMPLETION OF PROGRAM ONLY WITH PROPER DOCUMENTATION. RECORDS ARE MAINTAINED OF ENTIRE PROCESS. X X X 0 0 0 0 0 0 0 0 0 JEFF KLEIN 155243 0 0 0 0 0 5605 0 7068 0 167916 0 0 0 JENNIFER DUBROW WEISS 0 127841 0 0 0 0 0 6212 0 24554 0 158607 0 0 X 57 819927 QUOTED MARKET PRICE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 26 PERSONS WERE REPORTED AS OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES OF THOSE LISTED THE FOLLOWING HAD A FAMILY RELATIONSHIP: MARK FENDRICK AND MORT COMER (SON-IN-LAW AND FATHER-IN-LAW.) FORM 990, PART VI, SECTION B, LINE 11 A COPY OF FORM 990 IS PROVIDED TO THE ORGANIZATIONS GOVERNING BODY TO BE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE PRIOR TO COMPLETION, AND A COPY OF THE FINAL FORM 990 IS PROVIDED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND BOARD MEMEBERS ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S CEO, EXECUTIVE DIRECTORS, AND TOP MANAGEMENT OFFICIALS ARE REVIEWED ANNUALLY. COMPARABLE DATA IS ACCESSED THROUGH THE NATIONAL ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE JEWISH COMMUNITY FOUNDATION, INC.'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII LINE 2C - THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. JEWISH FEDERATION OF SOUTHERN NEW JERSEY 1301 SPRINGDALE ROAD CHERRY HILL NJ 08003 210634489 ENHANCES JEWISH LIFE AND ENSURES THE CONTINUITY OF A VIBRANT JEWISH COMMUNI NJ 501(C)(3) PUBLIC CHARITY 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 JEWISH FEDERATION OF SOUTHERN NJ C 240719 JEWISH FEDERATION OF SOUTHERN NJ B 67628