JEWISH COMMUNITY FOUNDATION OF: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JEWISH COMMUNITY FOUNDATION OF (EIN 59-3343214)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-12-04
IRS object ID
201443389349300319
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-12-04T14:38:19-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454074045PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NEVILLE BREIDENSTEIN LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1583AddressLine1
CitySAINT AUGUSTINECity
StateFLState
ZIP Code32085ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593343214EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY FOUNDATION OF NORTHEASTBusinessNameLine1
Business Name Line2FLORIDA LLCBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone9043940720PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14932 SUNBEAM ROAD NO 200AddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code32257ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFF KLEINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9043940720PhoneNum
Signature2014-12-04SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUSTIN BREIDENSTEINPreparerPersonNm
PTINP01563691PTIN
Phone9045860048PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARK GREENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14932 SUNBEAM ROADAddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code32257ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$2,018,853GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JACKSONVILLEJEWISHFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTO SUPPORT NON-PROFIT ORGANIZATIONS, EDUCATE COMMUNITIES ON GIFT PLANNING METHODS, ENSURE THE FUTURE OF NON-PROFITS AND THE SERVICES TO OUR JEWISH SECULAR COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers41TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,774,117PYContributionsGrantsAmt
CY Contributions Grants$1,179,278CYContributionsGrantsAmt
PY Program Service Revenue$48,934PYProgramServiceRevenueAmt
CY Program Service Revenue$56,636CYProgramServiceRevenueAmt
PY Investment Income$84,048PYInvestmentIncomeAmt
CY Investment Income$94,107CYInvestmentIncomeAmt
PY Other Revenue$2,303PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,909,402PYTotalRevenueAmt
CY Total Revenue$1,330,021CYTotalRevenueAmt
PY Grants And Similar Paid$737,217PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,023,009CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$195,266PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$199,537CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$50,016CYTotalFundraisingExpenseAmt
PY Other Expenses$61,317PYOtherExpensesAmt
CY Other Expenses$38,332CYOtherExpensesAmt
PY Total Expenses$993,800PYTotalExpensesAmt
CY Total Expenses$1,260,878CYTotalExpensesAmt
PY Revenues Less Expenses$915,602PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$69,143CYRevenuesLessExpensesAmt
Total Assets BOY$4,004,463TotalAssetsBOYAmt
Total Assets EOY$4,221,700TotalAssetsEOYAmt
Total Liabilities BOY$20,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$512TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,984,463NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,221,188NetAssetsOrFundBalancesEOYAmt
MissionTHE FOUNDATION IS DEDICATED TO ENSURING THAT SYNAGOGUES AND JEWISH AGENCIES WILL BE THERE IN THE FUTURE SO THAT GENERATIONS TO COME WILL BE ABLE TO ENJOY THE RICH JEWISH HERITAGE AND TRADITIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,102,679ExpenseAmt
Grant$1,023,009GrantAmt
Revenue$1,179,278RevenueAmt
DescCHARITABLE CONTRIBUTIONS TO VARIOUS NATIONAL, REGIONAL AND LOCAL JEWISH WELFARE, PHILANTHROPIC AND CHARITABLE ORGANIZATIONS.Desc
Total Program Service Expenses$1,102,679TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1
FieldValueIRS element (for citing)
Phone9043940720PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14932 SUNBEAM ROAD NO 200AddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code32257ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MELVIN GOTTLIEB
TRUSTEE0.00Yes (X)$0$0$0
BARBARA JAFFE
TRUSTEE0.00Yes (X)$0$0$0
BARRY ZISSER
TRUSTEE0.00Yes (X)$0$0$0
MARK SHORSTEIN
TRUSTEE0.00Yes (X)$0$0$0
IRIS KRAEMER
TRUSTEE0.00Yes (X)$0$0$0
DR SUE NUSSBAUM
TRUSTEE0.00Yes (X)$0$0$0
LEN ELIKAN
TRUSTEE0.00Yes (X)$0$0$0
MARK LODINGER
TRUSTEE0.00Yes (X)$0$0$0
SANDY ZIMMERMAN
TRUSTEE0.00Yes (X)$0$0$0
ANDREA MAIL
TRUSTEE0.00Yes (X)$0$0$0
DR RON ELINOFF
TRUSTEE0.00Yes (X)$0$0$0
DR HAL RESNICK
TRUSTEE0.00Yes (X)$0$0$0
MICHAEL SCHNEIDER
TRUSTEE0.00Yes (X)$0$0$0
DR GARY PERLMAN
TRUSTEE0.00Yes (X)$0$0$0
STEVE SHERMAN
TRUSTEE0.00Yes (X)$0$0$0
ANDY CANTOR
TRUSTEE0.00Yes (X)$0$0$0
MICHAEL KORN
TRUSTEE0.00Yes (X)$0$0$0
ELLEN ROSNER
TRUSTEE0.00Yes (X)$0$0$0
ROBERT R SCHILLER
TRUSTEE0.00Yes (X)$0$0$0
MARK GREEN
PRESIDENT0.00$0$0$0Yes (X)
RICHARD SISISKY
PAST PRESIDENT0.00$0$0$0Yes (X)
MELVYN FRUIT
VICE-PRESIDENT0.00$0$0$0Yes (X)
JEFF EDWARDS
SECRETARY0.00$0$0$0Yes (X)
NEIL PRESSER
VICE-PRESIDENT0.00$0$0$0Yes (X)
MATTHEW EDELMAN
TREASURER0.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,179,278AllOtherContributionsAmt
Total Contributions$1,179,278TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENTDesc
Business900099BusinessCd
Total Revenue Column$56,636TotalRevenueColumnAmt
Related Or Exempt Func Income$56,636RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$56,636TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,346TotalRevenueColumnAmt
Exclusion$49,346ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$733,593SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$688,832SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$44,761SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,761TotalRevenueColumnAmt
Related Or Exempt Func Income$44,761RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,330,021TotalRevenueColumnAmt
Related Or Exempt Func Income$101,397RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$49,346ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,023,009TotalAmt
Program Services$1,023,009ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$88,500TotalAmt
Program Services$5,900ProgramServicesAmt
Management And General$41,300ManagementAndGeneralAmt
Fundraising$41,300FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$81,934TotalAmt
Program Services$54,034ProgramServicesAmt
Management And General$27,900ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$15,266TotalAmt
Program Services$7,563ProgramServicesAmt
Management And General$3,863ManagementAndGeneralAmt
Fundraising$3,840FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,837TotalAmt
Program Services$4,091ProgramServicesAmt
Management And General$6,151ManagementAndGeneralAmt
Fundraising$3,595FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,603TotalAmt
Program Services$3,603ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,847TotalAmt
Program Services$790ProgramServicesAmt
Management And General$1,268ManagementAndGeneralAmt
Fundraising$789FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$535TotalAmt
Program Services$535ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,157TotalAmt
Program Services$2,638ProgramServicesAmt
Management And General$3,519ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,618TotalAmt
Program Services$82ProgramServicesAmt
Management And General$2,536ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,045TotalAmt
Management And General$3,045ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmt
PRINTING AND PUBLICATIO$3,406$2,914$492
EQUIPMENT MAINTENANCE$2,952$2,952
POSTAGE$2,015$1,659$356
DUES AND SUBSRIPTIONS$600$600

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$554TotalAmt
Program Services$78ProgramServicesAmt
Management And General$476ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,260,878TotalAmt
Program Services$1,102,679ProgramServicesAmt
Management And General$108,183ManagementAndGeneralAmt
Fundraising$50,016FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$169,874BOYAmt
EOY$206,061EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,462,871BOYAmt
EOY$1,779,016EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$214,214BOYAmt
EOY$172,120EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,025BOYAmt
EOY$25,550EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,818,352BOYAmt
EOY$1,671,300EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$317,127BOYAmt
EOY$367,653EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,004,463BOYAmt
EOY$4,221,700EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$512EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,000BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,000BOYAmt
EOY$512EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,017,217BOYAmt
EOY$3,318,706EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$361,811BOYAmt
EOY$251,105EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$605,435BOYAmt
EOY$651,377EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,984,463BOYAmt
EOY$4,221,188EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,004,463BOYAmt
EOY$4,221,700EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$69,143ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$167,582NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$699,062CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$947,172CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,038,250CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,774,116CurrentTaxYearMinus1YearAmt
Current Tax Year$1,774,116CurrentTaxYearAmt
Total$6,232,716TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$699,062CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$947,172CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,038,250CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,774,116CurrentTaxYearMinus1YearAmt
Current Tax Year$1,774,116CurrentTaxYearAmt
Total$6,232,716TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,029,445SubstantialContributorsTotAmt
Public Support Total170$4,203,271PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,161CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,479CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42,440CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,923CurrentTaxYearMinus1YearAmt
Current Tax Year$49,346CurrentTaxYearAmt
Total$185,349TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,675CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,036CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,385CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,237CurrentTaxYearMinus1YearAmt
Current Tax Year$56,636CurrentTaxYearAmt
Total$257,969TotalAmt
FieldValueIRS element (for citing)
Total Support$6,676,034TotalSupportAmt
Public Support CY1700.62960PublicSupportCY170Pct
Public Support PY1700.55460PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held46DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$1,020,112DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,023,009DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$2,808,949DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$316,996BeginningYearBalanceAmt
Contributions$73,450ContributionsAmt
Investment Earnings Or Losses$55,062InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,584GrantsOrScholarshipsAmt
Administrative Expenses$4,164AdministrativeExpensesAmt
End Year Balance$427,760EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$290,553BeginningYearBalanceAmt
Contributions$10,703ContributionsAmt
Investment Earnings Or Losses$33,261InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,725GrantsOrScholarshipsAmt
Administrative Expenses$3,796AdministrativeExpensesAmt
End Year Balance$316,996EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$70,070BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CASH SURRENDER VALUE OF LIFE INSURANCE$278,657F
PRESENT VALUE OF FUTURE INTEREST IN CHARITABLE REMAINDER TRUSTS$18,926F
FieldValueIRS element (for citing)
Total Book Value Securities$367,653TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,505,253TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$167,582NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$7,650DonatedServicesAndUseFcltsAmt
Revenue Not Reported$175,232RevenueNotReportedAmt
Revenue Subtotal$1,330,021RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,330,021TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,268,528TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$7,650DonatedServicesUseFcltsAmt
Expenses Not Reported$7,650ExpensesNotReportedAmt
Expenses Subtotal$1,260,878ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,260,878TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION EVALUATES ITS TAX POSITIONS FOR ANY UNCERTAINTIES BASED ON THE TECHNICAL MERITS OF THE POSITION THE FOUNDATION RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE UPHELD ON EXAMINATION BY TAXING AUTHORITIES. CURRENTLY, THE TAX YEARS ENDED JUNE 30, 2013, 2012, AND 2011 ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE FOUNDATION BEEN CONTACTED BY ANY OF THESE JURISDICTIONS.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (28 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
JACKSONVILLE JEWISH FEDERATION
8505 SAN JOSE BLVDJACKSONVILLEFL32217590637864501(C)(3)$204,838SUPPORT ORGANIZATIONSUPPORT ORGANIZATION
JACKSONVILLE JEWISH CENTER
3663 CROWN POINT RDJACKSONVILLEFL32267590624411501(C)(3)$204,130SUPPORT ORGANIZATION
BAPTIST HEALTH FOUNDATION
836 PRUDENTIAL DRIVEJACKSONVILLEFL32207592487135501(C)(3)$10,000SUPPORT ORGANIZATION
CONGREGATION AHAVATH CHESED
727 SAN JOSE BLVDJACKSONVILLEFL32217590774176501(C)(3)$56,513SUPPORT ORGANIZATION
ST VINCENT'S FOUNDATION
PO BOX 41564JACKSONVILLEFL32203592219923501(C)(3)$88,000SUPPORT ORGANIZATION
UNIVERSITY OF NORTH FLORIDA FOUNDATION
1 UNF DRIVEJACKSONVILLEFL32224591982921501(C)(3)$27,700SUPPORT ORGANIZATION
JACKSONVILLE COMMUNITY ALLIANCE
8505 SAN JOSE BLVDJACKSONVILLEFL32217592620208501(C)(3)$41,633SUPPORT ORGANIZATION
JEWISH FAMILY AND COMMUNITY SERVICES
6261 DUPONT STATIONJACKSONVILLEFL32217590637868501(C)(3)$25,216SUPPORT ORGANIZATION
RIVER GARDEN FOUNDATION
11401 OLD ST AUGUSTINE ROADJACKSONVILLEFL32258593100673501(C)(3)$42,682SUPPORT ORGANIZATION
COMMUNITITIES IN SCHOOLS OF JACKSONVILLE
1 RIVERSIDE AVENUE STE 400JACKSONVILLEFL32202593027895501(C)(3)$10,000SUPPORT ORGANIZATION
UNITED WAY OF NORTHEAST FLORIDA
PO BOX 41428JACKSONVILLEFL32224590637825501(C)(3)$34,700SUPPORT ORGANIZATION
WOLFSON CHILDREN'S HOSPITAL
841 PRUDENTIAL DRIVEJACKSONVILLEFL32207592487135501(C)(3)$23,758SUPPORT ORGANIZATION
HILLEL SCHOOL OF TAMPA INC
2020 WEST FLETCHER AVETAMPAFL33612591292840501(C)(3)$6,000SUPPORT ORGANIZATION
HONEST REPORTING
10024 SKOKIE BLVD STE 202STOCKIEIL60077061611859501(C)(3)$15,000SUPPORT ORGANIZATION
AMELIA ISLAND CONCOURS D'ELEGANCE FOUNDATION INC
3016 MERCURY ROAD SOUTHJACKSONVILLEFL32207593643911501(C)(3)$5,000SUPPORT ORGANIZATION
BIRTHRIGHT ISRAEL FOUNDATION
33 EAST 33 STREETNEW YORKNY10016134092050501(C)(3)$15,000SUPPORT ORGANIZATION
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUECLEVELANDOH44106341018992501(C)(3)$20,000SUPPORT ORGANIZATION
FIRST COAST NO MORE HOMELESS PETS INC
6817 NORWOOD AVENUEJACKSONVILLEFL32208010709158501(C)(3)$5,450SUPPORT ORGANIZATION
THE WOMENS ZIONIST ORGANIZATION OF AMERICA
50 W 58TH STREETNEW YORKNY10019131656651501(C)(3)$6,000SUPPORT ORGANIZATION
SOCIETY FOR PEDIATRIC PATHOLOGY FOUNDER'S FUND
3643 WALTON WAY BLDG 6AUGUSTAGA30909222812917501(C)(3)$5,000SUPPORT ORGANIZATION
INTERNATIONAL RAOUL WALLENBERG FOUNDATION INC
34 EAST 67TH STREETNEW YORKNY100656119134113121501(C)(3)$25,000SUPPORT ORGANIZATION
JEWISH THEOLOGICAL SEMINARY OF AMERICA
3080 BROADWAYNEW YORKNY10027130887640501(C)(3)$10,000SUPPORT ORGANIZATION
THE TULANE EDUCATIONAL FUND
6823 ST CHARLESNEW ORLEANSLA70118720423889501(C)(3)$10,000SUPPORT ORGANIZATION
VOLUNTEERS IN MEDICINE
41 E DUVAL STREETJACKSONVILLEFL32202753002172501(C)(3)$5,000SUPPORT ORGANIZATION
JACKSONVILLE PUBLIC EDUCATION INC
245 RIVERSIDE AVEJACKSONVILLEFL32202592756660501(C)(3)$7,300SUPPORT ORGANIZATION
JACKSONVILLE UNIVERSITY UPWARD BOUND PROGRAM
2800 UNIVERSITY BOULEVARD NORTHJACKSONVILLEFL32211596120968501(C)(3)$10,000SUPPORT ORGANIZATION
ENDOWMENT FUND OF MACCABI USA SPORTS FOR ISRAEL INC
1926 ARCH STREET NO 4RPHILADELPHIAPA19103260043932501(C)(3)$15,000SUPPORT ORGANIZATION
MARCH OF DIMES FOUNDATION
4040 WOODCOCK DR STE 147JACKSONVILLEFL32207131846366501(C)(3)$6,000SUPPORT ORGANIZATION

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

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

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