2014-12-04T14:38:19-06:00 2014-06-30 454074045 NEVILLE BREIDENSTEIN LLC PO BOX 1583 SAINT AUGUSTINE FL 32085 990 2013-07-01 593343214 JEWISH COMMUNITY FOUNDATION OF NORTHEAST FLORIDA LLC JEWI 9043940720 4932 SUNBEAM ROAD NO 200 JACKSONVILLE FL 32257 JEFF KLEIN PRESIDENT 9043940720 2014-12-04 JUSTIN BREIDENSTEIN P01563691 9045860048 2013 2015-11-30 17:44:51Z MARK GREEN 4932 SUNBEAM ROAD JACKSONVILLE FL 32257 2018853 0 X WWW.JACKSONVILLEJEWISHFOUNDATION.ORG X 1995 FL TO SUPPORT NON-PROFIT ORGANIZATIONS, EDUCATE COMMUNITIES ON GIFT PLANNING METHODS, ENSURE THE FUTURE OF NON-PROFITS AND THE SERVICES TO OUR JEWISH SECULAR COMMUNITIES. 25 25 4 41 0 0 1774117 1179278 48934 56636 84048 94107 2303 0 1909402 1330021 737217 1023009 0 0 195266 199537 0 0 50016 61317 38332 993800 1260878 915602 69143 4004463 4221700 20000 512 3984463 4221188 THE 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. 0 0 1102679 1023009 1179278 CHARITABLE CONTRIBUTIONS TO VARIOUS NATIONAL, REGIONAL AND LOCAL JEWISH WELFARE, PHILANTHROPIC AND CHARITABLE ORGANIZATIONS. 1102679 1 1 0 0 0 1 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 4 1 0 0 0 0 0 0 0 0 X 25 25 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 9043940720 4932 SUNBEAM ROAD NO 200 JACKSONVILLE FL 32257 X MELVIN GOTTLIEB TRUSTEE 0.00 X 0 0 0 BARBARA JAFFE TRUSTEE 0.00 X 0 0 0 BARRY ZISSER TRUSTEE 0.00 X 0 0 0 MARK SHORSTEIN TRUSTEE 0.00 X 0 0 0 IRIS KRAEMER TRUSTEE 0.00 X 0 0 0 DR SUE NUSSBAUM TRUSTEE 0.00 X 0 0 0 LEN ELIKAN TRUSTEE 0.00 X 0 0 0 MARK LODINGER TRUSTEE 0.00 X 0 0 0 SANDY ZIMMERMAN TRUSTEE 0.00 X 0 0 0 ANDREA MAIL TRUSTEE 0.00 X 0 0 0 DR RON ELINOFF TRUSTEE 0.00 X 0 0 0 DR HAL RESNICK TRUSTEE 0.00 X 0 0 0 MICHAEL SCHNEIDER TRUSTEE 0.00 X 0 0 0 DR GARY PERLMAN TRUSTEE 0.00 X 0 0 0 STEVE SHERMAN TRUSTEE 0.00 X 0 0 0 ANDY CANTOR TRUSTEE 0.00 X 0 0 0 MICHAEL KORN TRUSTEE 0.00 X 0 0 0 ELLEN ROSNER TRUSTEE 0.00 X 0 0 0 ROBERT R SCHILLER TRUSTEE 0.00 X 0 0 0 MARK GREEN PRESIDENT 0.00 X 0 0 0 RICHARD SISISKY PAST PRESIDENT 0.00 X 0 0 0 MELVYN FRUIT VICE-PRESIDENT 0.00 X 0 0 0 JEFF EDWARDS SECRETARY 0.00 X 0 0 0 NEIL PRESSER VICE-PRESIDENT 0.00 X 0 0 0 MATTHEW EDELMAN TREASURER 0.00 X 0 0 0 0 0 0 0 0 0 0 0 1179278 1179278 INVESTMENT MANAGEMENT 900099 56636 56636 56636 49346 49346 733593 688832 44761 44761 44761 1330021 101397 0 49346 1023009 1023009 88500 5900 41300 41300 81934 54034 27900 15266 7563 3863 3840 13837 4091 6151 3595 10000 10000 3603 3603 2847 790 1268 789 535 535 6157 2638 3519 2618 82 2536 3045 3045 PRINTING AND PUBLICATIO 3406 2914 492 EQUIPMENT MAINTENANCE 2952 2952 POSTAGE 2015 356 1659 DUES AND SUBSRIPTIONS 600 600 554 78 476 1260878 1102679 108183 50016 169874 206061 1462871 1779016 214214 172120 22025 25550 1818352 1671300 317127 367653 4004463 4221700 512 20000 0 20000 512 X 3017217 3318706 361811 251105 605435 651377 3984463 4221188 4004463 4221700 69143 167582 0 X 0 1 X 1 0 X 699062 947172 1038250 1774116 1774116 6232716 699062 947172 1038250 1774116 1774116 6232716 2029445 4203271 13161 31479 42440 48923 49346 185349 56675 49036 44385 51237 56636 257969 6676034 0.62960 0.55460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46 1020112 1023009 2808949 1 1 605435 6857 72153 26085 6983 651377 586980 49749 26240 5054 605435 427760 162494 21253 18742 5785 586980 316996 73450 55062 13584 4164 427760 290553 10703 33261 13725 3796 316996 1.00000 0 0 0 70070 F CASH SURRENDER VALUE OF LIFE INSURANCE 278657 F PRESENT VALUE OF FUTURE INTEREST IN CHARITABLE REMAINDER TRUSTS 18926 F 367653 X 1505253 167582 7650 175232 1330021 0 1330021 1268528 7650 7650 1260878 0 1260878 PART X, LINE 2: THE 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. 1 JACKSONVILLE JEWISH FEDERATION 8505 SAN JOSE BLVD JACKSONVILLE FL 32217 590637864 501(C)(3) 204838 SUPPORT ORGANIZATIONSUPPORT ORGANIZATION JACKSONVILLE JEWISH CENTER 3663 CROWN POINT RD JACKSONVILLE FL 32267 590624411 501(C)(3) 204130 SUPPORT ORGANIZATION BAPTIST HEALTH FOUNDATION 836 PRUDENTIAL DRIVE JACKSONVILLE FL 32207 592487135 501(C)(3) 10000 SUPPORT ORGANIZATION CONGREGATION AHAVATH CHESED 727 SAN JOSE BLVD JACKSONVILLE FL 32217 590774176 501(C)(3) 56513 SUPPORT ORGANIZATION ST VINCENT'S FOUNDATION PO BOX 41564 JACKSONVILLE FL 32203 592219923 501(C)(3) 88000 SUPPORT ORGANIZATION UNIVERSITY OF NORTH FLORIDA FOUNDATION 1 UNF DRIVE JACKSONVILLE FL 32224 591982921 501(C)(3) 27700 SUPPORT ORGANIZATION JACKSONVILLE COMMUNITY ALLIANCE 8505 SAN JOSE BLVD JACKSONVILLE FL 32217 592620208 501(C)(3) 41633 SUPPORT ORGANIZATION JEWISH FAMILY AND COMMUNITY SERVICES 6261 DUPONT STATION JACKSONVILLE FL 32217 590637868 501(C)(3) 25216 SUPPORT ORGANIZATION RIVER GARDEN FOUNDATION 11401 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 593100673 501(C)(3) 42682 SUPPORT ORGANIZATION COMMUNITITIES IN SCHOOLS OF JACKSONVILLE 1 RIVERSIDE AVENUE STE 400 JACKSONVILLE FL 32202 593027895 501(C)(3) 10000 SUPPORT ORGANIZATION UNITED WAY OF NORTHEAST FLORIDA PO BOX 41428 JACKSONVILLE FL 32224 590637825 501(C)(3) 34700 SUPPORT ORGANIZATION WOLFSON CHILDREN'S HOSPITAL 841 PRUDENTIAL DRIVE JACKSONVILLE FL 32207 592487135 501(C)(3) 23758 SUPPORT ORGANIZATION HILLEL SCHOOL OF TAMPA INC 2020 WEST FLETCHER AVE TAMPA FL 33612 591292840 501(C)(3) 6000 SUPPORT ORGANIZATION HONEST REPORTING 10024 SKOKIE BLVD STE 202 STOCKIE IL 60077 061611859 501(C)(3) 15000 SUPPORT ORGANIZATION AMELIA ISLAND CONCOURS D'ELEGANCE FOUNDATION INC 3016 MERCURY ROAD SOUTH JACKSONVILLE FL 32207 593643911 501(C)(3) 5000 SUPPORT ORGANIZATION BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33 STREET NEW YORK NY 10016 134092050 501(C)(3) 15000 SUPPORT ORGANIZATION CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 44106 341018992 501(C)(3) 20000 SUPPORT ORGANIZATION FIRST COAST NO MORE HOMELESS PETS INC 6817 NORWOOD AVENUE JACKSONVILLE FL 32208 010709158 501(C)(3) 5450 SUPPORT ORGANIZATION THE WOMENS ZIONIST ORGANIZATION OF AMERICA 50 W 58TH STREET NEW YORK NY 10019 131656651 501(C)(3) 6000 SUPPORT ORGANIZATION SOCIETY FOR PEDIATRIC PATHOLOGY FOUNDER'S FUND 3643 WALTON WAY BLDG 6 AUGUSTA GA 30909 222812917 501(C)(3) 5000 SUPPORT ORGANIZATION INTERNATIONAL RAOUL WALLENBERG FOUNDATION INC 34 EAST 67TH STREET NEW YORK NY 100656119 134113121 501(C)(3) 25000 SUPPORT ORGANIZATION JEWISH THEOLOGICAL SEMINARY OF AMERICA 3080 BROADWAY NEW YORK NY 10027 130887640 501(C)(3) 10000 SUPPORT ORGANIZATION THE TULANE EDUCATIONAL FUND 6823 ST CHARLES NEW ORLEANS LA 70118 720423889 501(C)(3) 10000 SUPPORT ORGANIZATION VOLUNTEERS IN MEDICINE 41 E DUVAL STREET JACKSONVILLE FL 32202 753002172 501(C)(3) 5000 SUPPORT ORGANIZATION JACKSONVILLE PUBLIC EDUCATION INC 245 RIVERSIDE AVE JACKSONVILLE FL 32202 592756660 501(C)(3) 7300 SUPPORT ORGANIZATION JACKSONVILLE UNIVERSITY UPWARD BOUND PROGRAM 2800 UNIVERSITY BOULEVARD NORTH JACKSONVILLE FL 32211 596120968 501(C)(3) 10000 SUPPORT ORGANIZATION ENDOWMENT FUND OF MACCABI USA SPORTS FOR ISRAEL INC 1926 ARCH STREET NO 4R PHILADELPHIA PA 19103 260043932 501(C)(3) 15000 SUPPORT ORGANIZATION MARCH OF DIMES FOUNDATION 4040 WOODCOCK DR STE 147 JACKSONVILLE FL 32207 131846366 501(C)(3) 6000 SUPPORT ORGANIZATION FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES BARBARA JAFFE AND SANDY ZIMMERMAN HAVE A FAMILY RELATIONSHIP. THEY ARE MOTHER AND SON. FORM 990, PART VI, SECTION A, LINE 6 THE 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 7A EACH 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 11 A 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 12C THE 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 15A THE 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 19 THE FOUNDATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THEIR OFFICE IN JACKSONVILLE AT 4932 SUNBEAM ROAD.