2013-04-12T12:57:44-05:00 2012-06-30 930623286 AKT LLP 5946 PRIESTLY DRIVE SUITE 200 CARLSBAD CA 92008 990 2011-07-01 330766395 THE CHORTEK FAMILY FOUNDATION CHOR 8582792740 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 MARJORY KAPLAN 8582792740 2013-03-29 1 ELSA A ROMERO P00485021 7604318440 2013-03-29 2011 2016-03-07 17:11:31Z MARJORY KAPLAN 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 1294202 0 X WWW.JCFSANDIEGO.ORG X 1998 CA TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO. 7 6 0 6 0 0 0 500000 0 0 122780 45346 0 0 122780 545346 198934 141000 0 0 0 0 0 0 0 41162 39928 240096 180928 -117316 364418 2753185 2861968 20000 27000 2733185 2834968 TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO. 0 0 141000 141000 DISTRIBUTION OF CONTRIBUTIONS TO RELIGIOUS, CHARITABLE, AND EDUCATIONAL ORGANIZATIONS 141000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X MARJORY KAPLAN 8582792740 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 ELAINE CHORTEK 1.00 X X 0 0 0 SUSAN CHORTEK-WEISMAN 1.00 X X 0 0 0 MARJORY KAPLAN 1.00 X X 0 298800 31350 ROBERT CHORTEK 1.00 X 0 0 0 ANN JAFFE 1.00 X 0 0 0 ROBERT LAZARUS 1.00 X 0 0 0 ANDREW VITERBI 1.00 X 0 0 0 0 298800 31350 0 0 1 0 0 500000 500000 71216 71216 722986 748856 -25870 -25870 -25870 545346 0 0 45346 141000 141000 10788 10788 ADMINISTRATIVE FEES 29140 29140 180928 141000 39928 0 9500 2500 116332 69014 2627353 2790454 2753185 2861968 20000 27000 20000 27000 X 2733185 2834968 2733185 2834968 2753185 2861968 X 364418 -262635 X X 0 1 1 X 0 X X X 0 0 0 JEWISH COMMUNITY FOUNDATION OF SAN DIEGO 952504044 7 1 1 1 36000 1 36000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 545346 180928 364418 -262635 -262635 101783 102262488 -262635 101979777 101717142 545346 0 545346 96239866 96058938 96058938 180928 0 180928 PART XII, LINE 2D - OTHER ADJUSTMENTS: REVENUES FROM RELATED ORGANIZATION PER CONSOLIDATED GAAP STATEMENTS 101,979,777. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM RELATED ORGANIZATION PER CONSOLIDATED GAAP STATEMENTS 96,058,938. 0 SAN DIEGO JEWISH ACADEMY 11860 CARMEL CREEK ROAD SAN DIEGO CA 92130 953287745 501(C)(3) 25000 GENERAL JEWISH COMMUNITY FOUNDATION OF SAN DIEGO 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 952504044 501(C)(3) 36000 GENERAL UNITED JEWISH FEDERATION OF SAN DIEGO COUNTY 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 951319015 501(C)(3) 15000 GENERAL HILLEL OF SAN DIEGO 5717 LINDO PASEO SAN DIEGO CA 92115 330519225 501(C)(3) 12500 GENERAL AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 711 THIRD AVENEU 10TH FLOOR NEW YORK NY 10017 131656634 501(C)(3) 5000 GENERAL JEWISH FAMILY SERVICE OF SAN DIEGO 8804 BALBOA AVE SAN DIEGO CA 92123 951644024 501(C)(3) 5000 GENERAL LAWRENCE FAMILY JEWISH COMMUNITY CENTER JACOBS CAMPUS 4126 EXECUTIVE DRIVE LA JOLLA CA 92037 951985444 501(C)(3) 42500 GENERAL GENERAL 7 0 X X X X X 0 0 0 0 0 0 0 0 0 MARJORY KAPLAN 0 298800 0 0 0 0 0 31350 0 0 0 330150 0 0 SUPPLEMENTAL INFORMATION PART III THE HUMAN RESOURCES COMMITTEE OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO EVALUATES AND APPROVES EXECUTIVE COMPENSATION ANNUALLY. THE EVALUATION INCLUDES THE REVIEW OF COMPARABILITY DATA PROVIDED BY INDEPENDENT SOURCES. A WRITTEN EMPLOYMENT CONTRACT GOVERNS CEO COMPENSATION AND OTHER TERMS OF EMPLOYMENT. THE CONTRACT IS REVIEWED BY OUTSIDE COUNSEL AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 2 SUSAN CHORTEK-WEISMAN AND ROBERT CHORTEK ARE SISTER AND BROTHER, AS WELL AS THE CHILDREN OF ELAINE CHORTEX. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S BYLAWS GIVE THE FOUNDERS THE RIGHT TO ELECT THE FOUNDER CLASS DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FINAL FORM 990 IS PROVIDED TO ALL BOARD MEMBERS BEFORE FILING. EACH BOARD MEMBER REVIEWS THE 990 AND CONTACTS MANAGEMENT WITH ANY QUESTIONS OR CONCERNS. ANY CHANGES THAT ARISE FROM THE BOARD REVIEW ARE COMMUNICATED TO ALL BOARD MEMBERS BEFORE FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE FOUNDATION REQUESTS THAT EACH BOARD MEMBER DISCLOSE ALL CONFLICTS OF INTEREST BY COMPLETING A CONFLICT OF INTEREST QUESTIONNAIRE. THE CHORTEK FAMILY FOUNDATION DOES NOT PAY ANY EMPLOYEES. THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO, A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES. THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO HAS A FORMAL COMPENSATION REVIEW POLICY. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -262,635. FORM 990, PART XII, LINE 2C THERE HAVE NOT BEEN ANY CHANGES FROM THE PREVIOUS YEAR. JEWISH COMMUNITY FOUNDATION OF SAN DIEGO 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 952504044 TO INCREASE SUPPORT FOR A VIBRANT AND SECURE JEWISH AND GENERAL COMMUNITY CA 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0