2013-01-07T09:50:44-06:00 2011-12-31 721396621 CARR RIGGS & INGRAM LLC 3501 N CAUSEWAY BLVD STE 810 METAIRIE LA 70002 990 2011-01-01 720638456 JEWISH ENDOWMENT FOUNDATION JEWI 5045244559 615 BARONNE STREET NO 150 NEW ORLEANS LA 701131019 SAUNDRA K LEVY 5045244559 2013-01-07 1 JACK B KASE CPA PFS P00040367 5048379116 2011 2016-02-25 16:41:14Z SAUNDRA K LEVY 615 BARONNE STREET NO 150 NEW ORLEANS LA 701131019 3702643 0 X WWW.JEFNO.ORG X 1967 LA THE 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. 36 36 7 35 0 0 2394658 2928977 0 0 470562 773234 0 0 2865220 3702211 3387460 2186758 0 0 433881 450505 0 0 0 153239 156054 3974580 2793317 -1109360 908894 35513227 35454290 6701865 5954056 28811362 29500234 X THE 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. 0 0 2186758 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS 2186758 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 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 1 0 0 0 0 1 4 0 1 7 1 0 1 UK 0 0 0 0 0 1 1 0 X 36 36 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JEWISH ENDOWMENT FOUNDATION 5045244559 615 BARONNE ST 150 NEW ORLEANS LA 701131019 JULIE WISE ORECK 5.00 X 0 0 0 CHARLES A LEVY III 5.00 X 0 0 0 CAROL B WISE 5.00 X 0 0 0 JOYCE PULITZER 5.00 X 0 0 0 JOAN BERENSON 1.00 X 0 0 0 EDWARD L SOLL MD 5.00 X 0 0 0 CARY AMANN 1.00 X 0 0 0 ALLAN BISSINGER 1.00 X 0 0 0 MORTON KATZ 5.00 X 0 0 0 ISIDORE COHN JR 1.00 X 0 0 0 DIANE FRANCO 1.00 X 0 0 0 CAROL B GOOD 1.00 X 0 0 0 JOHN HASPEL 1.00 X 0 0 0 MARCUS HIRSCH 1.00 X 0 0 0 ANN C FISHMAN 1.00 X 0 0 0 RICHARD FRIEDMAN 1.00 X 0 0 0 MIMI SCHLESINGER 1.00 X 0 0 0 JAMES L WEISS 1.00 X 0 0 0 ANDREA S ANDI LESTELLE 1.00 X 0 0 0 SERENA E POLLACK 1.00 X 0 0 0 WALTER H WEIL III 1.00 X 0 0 0 MARILYN PAILET ZACKIN 1.00 X 0 0 0 HARRY BLUMENTHAL JR 1.00 X 0 0 0 ROBERT B BRICKMAN 1.00 X 0 0 0 JONATHAN FAWER 1.00 X 0 0 0 TAMARA K JACOBSON 1.00 X 0 0 0 JONATHAN KATZ 1.00 X 0 0 0 JAMES M SPIRO 1.00 X 0 0 0 RICHARD CAHN 5.00 X 0 0 0 MARK MINTZ 1.00 X 0 0 0 LAWRENCE M LEHMANN 1.00 X 0 0 0 PETER MAYER 1.00 X 0 0 0 MAX TOBIAS 1.00 X 0 0 0 OSCAR TOLMAS 1.00 X 0 0 0 MICHAEL WEIL 1.00 X 0 0 0 R JUSTIN GARON 1.00 X 0 0 0 STEPHEN PALMER 1.00 X 0 0 0 SAUNDRA K LEVY 35.00 X 129646 0 13039 129646 0 13039 1 0 0 0 0 2928977 2928977 638129 638129 135537 0 432 135537 -432 135105 135105 3702211 135105 0 638129 2186758 2186758 142685 142685 220368 220368 60212 60212 27240 27240 8160 8160 37552 37552 306 306 13588 13588 7475 7475 LEGAL & ACCOUNTING FEES 108280 108280 DEVELOPMENT 98457 98457 INVESTMENT ADVISORY FEE 54082 54082 PROFESSIONAL FEES 28550 28550 -200396 -200396 2793317 2186758 606559 0 22757 106182 4265019 1644234 2532604 2473295 147304 116652 42783 30652 28453289 30980953 196775 218974 35513227 35454290 472764 351249 98734 57983 6130367 5544824 6701865 5954056 X 4166113 4028373 23980672 24807284 664577 664577 28811362 29500234 35513227 35454290 X 908894 -220022 X X 0 1 1 X 0 X 5308625 3062688 1292997 2394658 2928977 14987945 5308625 3062688 1292997 2394658 2928977 14987945 514138 14473807 725957 762094 708628 673912 638129 3508720 18496665 0.78250 0.78700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2440035 2066838 20123537 1 1 664577 664577 664577 664577 664577 664577 664577 664577 0 0 147304 116652 30652 30652 500672 F CORPORATE STOCKS & BONDS 23312839 F U.S. GOVERNMENT OBLIGATIONS 6584884 F STATE OF ISRAEL BONDS 582558 F 30980953 FUNDS HELD IN TRUST 5544824 5544824 3702211 2793317 908894 -239318 19296 -220022 688872 3709890 -239318 246997 7679 3702211 0 3702211 3021018 227701 227701 2793317 0 2793317 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. 1 ALFRED AND ADELE DAVIS ACADEMY 6000 DONATIONDONATION AMERICAN JEWISH WORLD SERVICE 5450 DONATION ANSHE SFARD 97634 DONATION ANTI-DEFAMATION LEAGUE 7760 DONATION ASSOCIATION OF REFORM ZIONISTS OF AMERICA 10000 DONATION AVODAH THE JEWISH SERVICE CORP 5960 DONATION BBYO 25000 DONATION BIG SUR LAND TRUST 10000 DONATION CAMP DREAM STREET MS 5015 DONATION CECELE FRAENKEL MEMORIAL 31531 DONATION CHABAD AT TULANE 16220 DONATION CHEVRA THILIM CEMETARY 13889 DONATION CHILDREN'S HOSPITAL 15950 DONATION COMMITTE FOR ECONOMIC DEVELOPMENT 10000 DONATION CONGREGATION BETH ISRAEL 14409 DONATION FRIENDS OF CITY PARK 9500 DONATION GOLDRINGWOLDENBERG INSTITUTE OF SOUTHERN JEWISH LIFE 6280 DONATION HADASSAH - THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA 5800 DONATION HARVARD BUSINESS SCHOOL 36000 DONATION HENRY S JACOBS CAMP 6345 DONATION ISIDORE NEWMAN CAMP 20374 DONATION JAMES HOHLMANN DAF 6785 DONATION JANE AND BILLY RIPPNER DAF 6785 DONATION JEWISH CHILDREN'S REGIONAL SERVICE 22332 DONATION JEWISH COMMUNITY CENTER 17906 DONATION JEWISH ENDOWMENT FOUNDATION 159109 DONATION JEWISH FAMILY SERVICE 313626 DONATION JEWISH FEDERATION OF GREATER BATON ROUGE 12209 DONATION JEWISH FEDERATION OF GREATER NEW ORLEANS 483964 DONATION JEWISH FAMILY AND CHILDREN'S SERVICE OF SARASOTA-MANATEE 11000 DONATION LOUISE S MCGEHEE SCHOOL 10500 DONATION LOUISIANA PHILHARMONIC ORCHESTRA 24658 DONATION LOUISIANA SPCA 21576 DONATION LOYOLA UNIVERSITY NEW ORLEANS 7250 DONATION MAZON - A JEWISH RESPONSE TO HUNGER 9900 DONATION METAIRIE PARK COUNTRY DAY SCHOOL 13350 DONATION NATIONAL COUNCIL OF JEWISH WOMEN 8300 DONATION NEVILLE ALUMNI AND FRIENDS ASSOCIATION 50000 DONATION NEW ORLEANS JEWISH DAY SCHOOL 263309 DONATION NEW ORLEANS MUSEUM OF ART 6755 DONATION PANETTA INSTITUTE OF PUBLIC POLICY 8000 DONATION ROBERT AND SHIRLEY SUPPORT FOUNDTION 5600 DONATION SAVANNAH JEWISH FEDERATION 6000 DONATION SECOND HARVEST FOOD BANK OF GREATER NEW ORLEANS AND ACADIANA 20300 DONATION SHIR CHADASH CONSERVATIVE CONGREGATION 23480 DONATION TEACH FOR AMERICA 5100 DONATION TEMPLE SINAI 59908 DONATION TOURO INFIRMARY FOUNDATION 19436 DONATION TOURO SYNAGOGUE 57520 DONATION TULANE HILLEL 30400 DONATION TULANE UNIVERSITY 16300 DONATION UNION FOR REFORM JUDAISM 5100 DONATION UNITED WAY FOR THE GREATER NEW ORLEANS AREA 38100 DONATION UNIVERSITY OF PENNSYLVANIA 25400 DONATION US BIENNIAL INC 13000 DONATION WILLIAM AND MARY KOHLMANN DAF 6785 DONATION WYESGREATER NEW ORLEANS EDUCATIONAL TELEVISION FOUNDATION 13300 DONATION 57 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: REQUIRES AN EVALUATION AND MUST BE A 501(C)(3). FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - JEWISH FEDERATION OF GREATER NEW ORLEANS - 1 SHARE OF STOCK FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - THE GOVERNING BODY NOMINATES THE BOARD OF DIRECTORS AND THE SHAREHOLDER RATIFIES THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 LINE 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 12C A QUESTIONNAIRE WILL BE SENT ANNUALLY TO OFFICERS AND DIRECTORS TO INQUIRE ABOUT ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT BUDGET/FINANCE COMMITTEE AND EXECUTIVE COMMITTEE ARE USED TO DETERMINE THE COMPENSATION FOR EXECUTIVES AND OTHER EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: 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. OVERSIGHT OF AUDIT/SELECTION OF INDEPENDENT ACCOUNTANT: FORM 990, PART XII, LINE 2C, THERE HAS BEEN NO CHANGE TO THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE TAX YEAR. DR AND MRS ISIDORE COHN JR FOUNDATION 615 BARONNE ST NEW ORLEANS LA 70113 721427573 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LA 501(C)(3) 11 TYPE II 0 FERBER FAMILY OF HOUMA FOUNDATION 615 BARONNE ST NEW ORLEANS LA 70113 721221647 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LA 501(C)(3) 11 TYPE II 0 HOLLEY PAVY AND JOHN M DEBLOIS FOUNDAT 615 BARONNE ST NEW ORLEANS LA 70113 720959022 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LA 501(C)(3) 11 TYPE II 0 JEAN AND SAUL A MINTZ FAMILY FOUNDATION 615 BARONNE ST NEW ORLEANS LA 70113 721336540 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LA 501(C)(3) 11 TYPE II 0 JEF REALTY FOUNDATION 615 BARONNE ST NEW ORLEANS LA 70113 721264469 TITLE HOLDING COMPANY FOR JEWISH ENDOWMENT FOUNDATION LA 501(C)(25) 0 JEWISH FEDERATION OF GREATER NEW ORLEANS 3747 W ESPLANADE AVE METAIRIE LA 70002 720408938 TO PROVIDE SUPPORT FOR THE JEWISH COMMUNITY LA 501(C)(3) 11 TYPE III-FI 0 LOWENBURG FAMILY ENDOWMENT FOUNDATION 615 BARONNE ST NEW ORLEANS LA 70113 721404149 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LA 501(C)(3) 11 TYPE II 0 ROBERT B & SHIRLEY K HASPEL ENDOWMENT 615 BARONNE ST NEW ORLEANS LA 70113 720961469 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LA 501(C)(3) 11 TYPE II 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0