JEWISH ENDOWMENT FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
JEWISH ENDOWMENT FOUNDATION (EIN 72-0638456)
Tax period
2011-01-01 to 2011-12-31
Filed
2013-01-07
IRS object ID
201330079349301308
Schema version
2011v1.2
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)
Timestamp2013-01-07T09:50:44-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN721396621EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CARR RIGGS & INGRAM LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13501 N CAUSEWAY BLVD STE 810AddressLine1
CityMETAIRIECity
StateLAState
ZIP Code70002ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN720638456EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JEWISH ENDOWMENT FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone5045244559Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1615 BARONNE STREET NO 150AddressLine1
CityNEW ORLEANSCity
StateLAState
ZIP Code701131019ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSAUNDRA K LEVYName
TitleEXECUTIVE DIRECTORTitle
Phone5045244559Phone
Date Signed2013-01-07DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJACK B KASE CPA PFSName
PTINP00040367PTIN
Phone5048379116Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSAUNDRA K LEVYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1615 BARONNE STREET NO 150AddressLine1
CityNEW ORLEANSCity
StateLAState
ZIP Code701131019ZIPCode
FieldValueIRS element (for citing)
Gross Receipts3702643GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.JEFNO.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1967YearFormation
State Legal DomicileLAStateLegalDomicile
Activity Or Mission DescriptionTHE JEWISH ENDOWMENT FOUNDATION (JEF), CHARTERED IN 1967, WAS ESTABLISHED TO RECEIVE, ADMINISTER AND DISTRIBUTE PROPERTY TO SERVE THE JEWISH COMMUNITY OF NEW ORLEANS AND OTHER TAX EXEMPT ORGANIZATIONS OF JEWISH INTEREST. CREATED AS A RESERVE FOR THE FUTURE AND AN INSURANCE POLICY FOR JEWISH CHILDREN, JEF HELPS TO MAINTAIN AND ENHANCE JEWISH LIFE IN OUR COMMUNITY, PROTECTS JEWISH INSTITUTIONS, AND PROVIDES FINANCIAL SUPPORT FOR NEEDED PROJECTS THAT WITHOUT JEF MIGHT GO UNFUNDED.ActivityOrMissionDescription
Nbr Voting Members Governing Body36NbrVotingMembersGoverningBody
Nbr Independent Voting Members36NbrIndependentVotingMembers
Total Nbr Employees7TotalNbrEmployees
Total Nbr Volunteers35TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year2394658ContributionsGrantsPriorYear
Contributions Grants Current Year2928977ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year470562InvestmentIncomePriorYear
Investment Income Current Year773234InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year2865220TotalRevenuePriorYear
Total Revenue Current Year3702211TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year3387460GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY2186758GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year433881SalariesEtcPriorYear
Salaries Etc Current Year450505SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year153239OtherExpensePriorYear
Other Expenses Current Year156054OtherExpensesCurrentYear
Total Expenses Prior Year3974580TotalExpensesPriorYear
Total Expenses Current Year2793317TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-1109360RevenuesLessExpensesPriorYear
Revenues Less Expenses CY908894RevenuesLessExpensesCY
Total Assets BOY35513227TotalAssetsBOY
Total Assets EOY35454290TotalAssetsEOY
Total Liabilities BOY6701865TotalLiabilitiesBOY
Total Liabilities EOY5954056TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY28811362NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY29500234NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE JEWISH ENDOWMENT FOUNDATION (JEF), CHARTERED IN 1967, WAS ESTABLISHED TO RECEIVE, ADMINISTER AND DISTRIBUTE PROPERTY TO SERVE THE JEWISH COMMUNITY OF NEW ORLEANS AND OTHER TAX EXEMPT ORGANIZATIONS OF JEWISH INTEREST. CREATED AS A RESERVE FOR THE FUTURE AND AN INSURANCE POLICY FOR JEWISH CHILDREN, JEF HELPS TO MAINTAIN AND ENHANCE JEWISH LIFE IN OUR COMMUNITY, PROTECTS JEWISH INSTITUTIONS, AND PROVIDES FINANCIAL SUPPORT FOR NEEDED PROJECTS THAT WITHOUT JEF MIGHT GO UNFUNDED.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense2186758Expense
DescriptionCONTRIBUTIONS TO CHARITABLE ORGANIZATIONSDescription

Activity Other ActivityOther

FieldValueIRS element (for citing)
DescriptionCONTRIBUTIONS TO CHARITABLE ORGANIZATIONSDescription
FieldValueIRS element (for citing)
Total Program Service Expense2186758TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10964NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees7NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryUKNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Taxable Distributions1TaxableDistributions
Distribution To Donor1DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members36NbrVotingGoverningBodyMembers
Number Independent Voting Members36NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JEWISH ENDOWMENT FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5045244559TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1615 BARONNE ST 150AddressLine1
CityNEW ORLEANSCity
StateLAState
ZIP Code701131019ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (38 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
JULIE WISE ORECK
FEDERATION PRES5.00X000
CHARLES A LEVY III
PRESIDENT5.00X000
CAROL B WISE
TREASURER5.00X000
JOYCE PULITZER
PAST PRESIDENT5.00X000
JOAN BERENSON
DIRECTOR1.00X000
EDWARD L SOLL MD
VICE PRESIDENT5.00X000
CARY AMANN
DIRECTOR1.00X000
ALLAN BISSINGER
DIRECTOR1.00X000
MORTON KATZ
VICE PRESIDENT5.00X000
ISIDORE COHN JR
DIRECTOR1.00X000
DIANE FRANCO
DIRECTOR1.00X000
CAROL B GOOD
DIRECTOR1.00X000
JOHN HASPEL
DIRECTOR1.00X000
MARCUS HIRSCH
ASST SECRECTARY1.00X000
ANN C FISHMAN
DIRECTOR1.00X000
RICHARD FRIEDMAN
DIRECTOR1.00X000
MIMI SCHLESINGER
SECRETARY1.00X000
JAMES L WEISS
DIRECTOR1.00X000
ANDREA S ANDI LESTELLE
TREASURER1.00X000
SERENA E POLLACK
DIRECTOR1.00X000
WALTER H WEIL III
DIRECTOR1.00X000
MARILYN PAILET ZACKIN
DIRECTOR1.00X000
HARRY BLUMENTHAL JR
DIRECTOR1.00X000
ROBERT B BRICKMAN
DIRECTOR1.00X000
JONATHAN FAWER
DIRECTOR1.00X000
TAMARA K JACOBSON
DIRECTOR1.00X000
JONATHAN KATZ
DIRECTOR1.00X000
JAMES M SPIRO
DIRECTOR1.00X000
RICHARD CAHN
VICE PRESIDENT5.00X000
MARK MINTZ
DIRECTOR1.00X000
LAWRENCE M LEHMANN
DIRECTOR1.00X000
PETER MAYER
DIRECTOR1.00X000
MAX TOBIAS
DIRECTOR1.00X000
OSCAR TOLMAS
DIRECTOR1.00X000
MICHAEL WEIL
DIRECTOR1.00X000
R JUSTIN GARON
DIRECTOR1.00X000
STEPHEN PALMER
DIRECTOR1.00X000
SAUNDRA K LEVY
EXECUTIVE DIRECTOR35.00129646013039X
FieldValueIRS element (for citing)
Total Reportable Comp From Org129646TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation13039TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions2928977AllOtherContributions
Total Contributions2928977TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column638129TotalRevenueColumn
Exclusion$638,129ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities135537Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities0Securities
Other432Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities135537Securities
Other-432Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column135105TotalRevenueColumn
Related Or Exempt Function Income135105RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column3702211TotalRevenueColumn
Related Or Exempt Function Income135105RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$638,129ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total2186758Total
Program Services2186758ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total142685Total
Management And General142685ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total220368Total
Management And General220368ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total60212Total
Management And General60212ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total27240Total
Management And General27240ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total8160Total
Management And General8160ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total37552Total
Management And General37552ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total306Total
Management And General306ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total13588Total
Management And General13588ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total7475Total
Management And General7475ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
LEGAL & ACCOUNTING FEES108280108280
DEVELOPMENT9845798457
INVESTMENT ADVISORY FEE5408254082
PROFESSIONAL FEES2855028550

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total-200396Total
Management And General-200396ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2793317Total
Program Services2186758ProgramServices
Management And General606559ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY22757BOY
EOY106182EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY4265019BOY
EOY1644234EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2532604BOY
EOY2473295EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis147304LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec116652LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY42783BOY
EOY30652EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY28453289BOY
EOY30980953EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY196775BOY
EOY218974EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY35513227BOY
EOY35454290EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY472764BOY
EOY351249EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY98734BOY
EOY57983EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY6130367BOY
EOY5544824EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY6701865BOY
EOY5954056EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY4166113BOY
EOY4028373EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY23980672BOY
EOY24807284EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY664577BOY
EOY664577EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY28811362BOY
EOY29500234EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY35513227BOY
EOY35454290EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses908894ReconcilationRevenueExpenses
Reconcilation Other Changes-220022ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years5308625CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3062688CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1292997CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2394658CurrentTaxYearMinus1Year
Current Tax Year2928977CurrentTaxYear
Total14987945Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years5308625CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3062688CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1292997CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2394658CurrentTaxYearMinus1Year
Current Tax Year2928977CurrentTaxYear
Total14987945Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total514138AmountsSubstContributorsTotal
Public Support Total17014473807PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years725957CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years762094CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years708628CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year673912CurrentTaxYearMinus1Year
Current Tax Year638129CurrentTaxYear
Total3508720Total
FieldValueIRS element (for citing)
Total Support18496665TotalSupport
Public Support Pertcentage1700.78250PublicSupportPertcentage170
Public Support Pertcent Prior Year0.78700PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Contributions2440035DonorAdvisedContributions
Grants Paid From Donor Funds2066838GrantsPaidFromDonorFunds
Aggregate DAF Value20123537AggregateDAFValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance664577BeginningOfYearBalance
End Of Year Balance664577EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance664577BeginningOfYearBalance
End Of Year Balance664577EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance664577BeginningOfYearBalance
End Of Year Balance664577EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance664577BeginningOfYearBalance
End Of Year Balance664577EndOfYearBalance
FieldValueIRS element (for citing)
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis147304OtherCostOrOtherBasis
Depreciation116652Depreciation
Book Value30652BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings30652TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

FieldValueIRS element (for citing)
Book Value500672BookValue
Method Of ValuationFMethodOfValuation

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
CORPORATE STOCKS & BONDS23312839F
U.S. GOVERNMENT OBLIGATIONS6584884F
STATE OF ISRAEL BONDS582558F
FieldValueIRS element (for citing)
Total Of Book Value Securities30980953TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionFUNDS HELD IN TRUSTDescription
Amount$5,544,824Amount
FieldValueIRS element (for citing)
Total Of Amounts5544824TotalOfAmounts
Total Revenue3702211TotalRevenue
Total Expenses2793317TotalExpenses
Excess Or Deficit For Year908894ExcessOrDeficitForYear
Net Unrealized GL On Investments-239318NetUnrealizedGLOnInvestments
Other$19,296OtherAmount
Total Adjustments-220022TotalAdjustments
Excess Or Deficit Per FS688872ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt3709890TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-239318NetUnrealizedGainsInvestments
Other Revenues246997OtherRevenues
Revenue Not Rptd F9907679RevenueNotRptdF990
Revenue Subtotal3702211RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9903702211TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt3021018TotExpensesEtcAuditedFinclStmt
Other Expenses Included227701OtherExpensesIncluded
Expenses Not Rptd F990227701ExpensesNotRptdF990
Expenses Subtotal2793317ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9902793317TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:TO PROVIDE AS A RESOURCE TO JEWISH AND OTHER 501(C)(3) CHARITIES.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:ON JANUARY 1, 2009, THE FOUNDATION ADOPTED A STANDARD RELATING TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE TAX EFFECT FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS, ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFITS OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD BE MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE LIKELY THAN NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED, UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. AT THE ADOPTION DATE, THE FOUNDATION APPLIED THE NEW ACCOUNTING STANDARD TO ALL TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINED OPEN. THE FOUNDATION DID NOT MAKE ANY ADJUSTMENT TO BEGINNING NET ASSETS AS A RESULT OF THE IMPLEMENTATION OF THE ACCOUNTING STANDARD. BASED ON ITS EVALUATION, THE FOUNDATION HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY THE INTERNAL REVENUE SERVICE FOR THE YEARS BEFORE 2007.
PART XI, LINE 8 - OTHER ADJUSTMENTS:CHANGE IN SPLIT-INTEREST 19,296.
PART XII, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF SPLIT-INT AGREEMENTS 19,296. REIMBURSED ADMINISTRATIVE COSTS 204,487. INSURANCE REIMBURSEMENT 23,214.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:REIMBURSED ADMINISTRATIVE COSTS 204,487. INSURANCE REIMBURSEMENT 23,214.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (57 entries)

Amount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
ALFRED AND ADELE DAVIS ACADEMY
6000DONATIONDONATION
AMERICAN JEWISH WORLD SERVICE
5450DONATION
ANSHE SFARD
97634DONATION
ANTI-DEFAMATION LEAGUE
7760DONATION
ASSOCIATION OF REFORM ZIONISTS OF AMERICA
10000DONATION
AVODAH THE JEWISH SERVICE CORP
5960DONATION
BBYO
25000DONATION
BIG SUR LAND TRUST
10000DONATION
CAMP DREAM STREET MS
5015DONATION
CECELE FRAENKEL MEMORIAL
31531DONATION
CHABAD AT TULANE
16220DONATION
CHEVRA THILIM CEMETARY
13889DONATION
CHILDREN'S HOSPITAL
15950DONATION
COMMITTE FOR ECONOMIC DEVELOPMENT
10000DONATION
CONGREGATION BETH ISRAEL
14409DONATION
FRIENDS OF CITY PARK
9500DONATION
GOLDRINGWOLDENBERG INSTITUTE OF SOUTHERN JEWISH LIFE
6280DONATION
HADASSAH - THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA
5800DONATION
HARVARD BUSINESS SCHOOL
36000DONATION
HENRY S JACOBS CAMP
6345DONATION
ISIDORE NEWMAN CAMP
20374DONATION
JAMES HOHLMANN DAF
6785DONATION
JANE AND BILLY RIPPNER DAF
6785DONATION
JEWISH CHILDREN'S REGIONAL SERVICE
22332DONATION
JEWISH COMMUNITY CENTER
17906DONATION
JEWISH ENDOWMENT FOUNDATION
159109DONATION
JEWISH FAMILY SERVICE
313626DONATION
JEWISH FEDERATION OF GREATER BATON ROUGE
12209DONATION
JEWISH FEDERATION OF GREATER NEW ORLEANS
483964DONATION
JEWISH FAMILY AND CHILDREN'S SERVICE OF SARASOTA-MANATEE
11000DONATION
LOUISE S MCGEHEE SCHOOL
10500DONATION
LOUISIANA PHILHARMONIC ORCHESTRA
24658DONATION
LOUISIANA SPCA
21576DONATION
LOYOLA UNIVERSITY NEW ORLEANS
7250DONATION
MAZON - A JEWISH RESPONSE TO HUNGER
9900DONATION
METAIRIE PARK COUNTRY DAY SCHOOL
13350DONATION
NATIONAL COUNCIL OF JEWISH WOMEN
8300DONATION
NEVILLE ALUMNI AND FRIENDS ASSOCIATION
50000DONATION
NEW ORLEANS JEWISH DAY SCHOOL
263309DONATION
NEW ORLEANS MUSEUM OF ART
6755DONATION
PANETTA INSTITUTE OF PUBLIC POLICY
8000DONATION
ROBERT AND SHIRLEY SUPPORT FOUNDTION
5600DONATION
SAVANNAH JEWISH FEDERATION
6000DONATION
SECOND HARVEST FOOD BANK OF GREATER NEW ORLEANS AND ACADIANA
20300DONATION
SHIR CHADASH CONSERVATIVE CONGREGATION
23480DONATION
TEACH FOR AMERICA
5100DONATION
TEMPLE SINAI
59908DONATION
TOURO INFIRMARY FOUNDATION
19436DONATION
TOURO SYNAGOGUE
57520DONATION
TULANE HILLEL
30400DONATION
TULANE UNIVERSITY
16300DONATION
UNION FOR REFORM JUDAISM
5100DONATION
UNITED WAY FOR THE GREATER NEW ORLEANS AREA
38100DONATION
UNIVERSITY OF PENNSYLVANIA
25400DONATION
US BIENNIAL INC
13000DONATION
WILLIAM AND MARY KOHLMANN DAF
6785DONATION
WYESGREATER NEW ORLEANS EDUCATIONAL TELEVISION FOUNDATION
13300DONATION
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants57TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: REQUIRES AN EVALUATION AND MUST BE A 501(C)(3).Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 6LINE 6 EXPLANATION - JEWISH FEDERATION OF GREATER NEW ORLEANS - 1 SHARE OF STOCK
FORM 990, PART VI, SECTION A, LINE 7BLINE 7B EXPLANATION - THE GOVERNING BODY NOMINATES THE BOARD OF DIRECTORS AND THE SHAREHOLDER RATIFIES THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11LINE 11A EXPLANATION - THE EXECUTIVE COMMITTEE WILL REVIEW THE TAX RETURN. FORM 990 MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING BY EMAIL NOTIFICATION OF ITS AVAILABILITY ON THE ORGANIZATION'S WEBSITE USING THE PASSWORD PROVIDED.
FORM 990, PART VI, SECTION B, LINE 12CA QUESTIONNAIRE WILL BE SENT ANNUALLY TO OFFICERS AND DIRECTORS TO INQUIRE ABOUT ANY CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15INDEPENDENT BUDGET/FINANCE COMMITTEE AND EXECUTIVE COMMITTEE ARE USED TO DETERMINE THE COMPENSATION FOR EXECUTIVES AND OTHER EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -239,318. CHANGE IN SPLIT-INTEREST 19,296. TOTAL TO FORM 990, PART XI, LINE 5: -220,022.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XII, LINE 2C,THERE HAS BEEN NO CHANGE TO THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE TAX YEAR.OVERSIGHT OF AUDIT/SELECTION OF INDEPENDENT ACCOUNTANT:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusControlled OrgControlledOrg
DR AND MRS ISIDORE COHN JR FOUNDATION
615 BARONNE STNEW ORLEANSLA70113721427573CONTRIBUTIONS TO CHARITABLE ORGANIZATIONSLA501(C)(3)11 TYPE II0
FERBER FAMILY OF HOUMA FOUNDATION
615 BARONNE STNEW ORLEANSLA70113721221647CONTRIBUTIONS TO CHARITABLE ORGANIZATIONSLA501(C)(3)11 TYPE II0
HOLLEY PAVY AND JOHN M DEBLOIS FOUNDAT
615 BARONNE STNEW ORLEANSLA70113720959022CONTRIBUTIONS TO CHARITABLE ORGANIZATIONSLA501(C)(3)11 TYPE II0
JEAN AND SAUL A MINTZ FAMILY FOUNDATION
615 BARONNE STNEW ORLEANSLA70113721336540CONTRIBUTIONS TO CHARITABLE ORGANIZATIONSLA501(C)(3)11 TYPE II0
JEF REALTY FOUNDATION
615 BARONNE STNEW ORLEANSLA70113721264469TITLE HOLDING COMPANY FOR JEWISH ENDOWMENT FOUNDATIONLA501(C)(25)0
JEWISH FEDERATION OF GREATER NEW ORLEANS
3747 W ESPLANADE AVEMETAIRIELA70002720408938TO PROVIDE SUPPORT FOR THE JEWISH COMMUNITYLA501(C)(3)11 TYPE III-FI0
LOWENBURG FAMILY ENDOWMENT FOUNDATION
615 BARONNE STNEW ORLEANSLA70113721404149CONTRIBUTIONS TO CHARITABLE ORGANIZATIONSLA501(C)(3)11 TYPE II0
ROBERT B & SHIRLEY K HASPEL ENDOWMENT
615 BARONNE STNEW ORLEANSLA70113720961469CONTRIBUTIONS TO CHARITABLE ORGANIZATIONSLA501(C)(3)11 TYPE II0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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