JEWISH COMMUNITY FOUNDATION OF: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
JEWISH COMMUNITY FOUNDATION OF (EIN 59-3343214)
Tax period
2012-07-01 to 2013-06-30
Filed
2013-10-30
IRS object ID
201343039349301169
Schema version
2012v2.1
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)
Timestamp2013-10-30T13:46:41-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN454074045EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1NEVILLE BREIDENSTEIN LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1583AddressLine1
CitySAINT AUGUSTINECity
StateFLState
ZIP Code32085ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN593343214EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY FOUNDATION OF NORTHEASTBusinessNameLine1
Business Name Line2FLORIDA LLCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone9043940720Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NamePAULETTE KEIFERName
TitleEXECUTIVE DIRECTORTitle
Phone9043940720Phone
Date Signed2013-10-30DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJUSTIN BREIDENSTEINName
PTINP01563691PTIN
Phone9045860048Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonPAULETTE KEIFERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14932 SUNBEAM ROADAddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code32257ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2689252GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.JACKSONVILLEJEWISHFOUNDATION.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1995YearFormation
State Legal DomicileFLStateLegalDomicile
Activity Or Mission DescriptionTO SUPPORT NON-PROFIT ORGANIZATIONS, EDUCATE COMMUNITIES ON GIFT PLANNING METHODS, ENSURE THE FUTURE OF NON-PROFITS AND THE SERVICES TO OUR JEWISH SECULAR COMMUNITIES.ActivityOrMissionDescription
Nbr Voting Members Governing Body24NbrVotingMembersGoverningBody
Nbr Independent Voting Members24NbrIndependentVotingMembers
Total Nbr Employees4TotalNbrEmployees
Total Nbr Volunteers60TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1038250ContributionsGrantsPriorYear
Contributions Grants Current Year1774117ContributionsGrantsCurrentYear
Program Service Revenue Prior Year44251ProgramServiceRevenuePriorYear
Program Service Revenue CY48934ProgramServiceRevenueCY
Investment Income Prior Year68626InvestmentIncomePriorYear
Investment Income Current Year84048InvestmentIncomeCurrentYear
Other Revenue Prior Year134OtherRevenuePriorYear
Other Revenue Current Year2303OtherRevenueCurrentYear
Total Revenue Prior Year1151261TotalRevenuePriorYear
Total Revenue Current Year1909402TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year826155GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY737217GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year180885SalariesEtcPriorYear
Salaries Etc Current Year195266SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year70866TotalFundrsngExpCurrentYear
Other Expense Prior Year71399OtherExpensePriorYear
Other Expenses Current Year61317OtherExpensesCurrentYear
Total Expenses Prior Year1078439TotalExpensesPriorYear
Total Expenses Current Year993800TotalExpensesCurrentYear
Revenues Less Expenses Prior Year72822RevenuesLessExpensesPriorYear
Revenues Less Expenses CY915602RevenuesLessExpensesCY
Total Assets BOY2976099TotalAssetsBOY
Total Assets EOY4004463TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY20000TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2976099NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY3984463NetAssetsOrFundBalancesEOY
Mission DescriptionTHE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense850721Expense
Grants737217Grants
Revenue1774117Revenue
DescriptionCHARITABLE CONTRIBUTIONS TO VARIOUS NATIONAL, REGIONAL AND LOCAL JEWISH WELFARE, PHILANTHROPIC AND CHARITABLE ORGANIZATIONS.Description
Total Program Service Expense850721TotalProgramServiceExpense
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 Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
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 Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10966NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees4NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members24NbrVotingGoverningBodyMembers
Number Independent Voting Members24NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
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 Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonPAULETTE KEIFERNamePerson
Telephone Number9043940720TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14932 SUNBEAM ROAD STE 200AddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code32257ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (24 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
MELVIN GOTTLIEB
TRUSTEE0.00X000
BARBARA JAFFE
TRUSTEE0.00X000
BARRY ZISSER
TRUSTEE0.00X000
MARK SHORSTEIN
TRUSTEE0.00X000
ELLIOTT HOROVITZ
TRUSTEE0.00X000
SCOT ACKERMAN
TRUSTEE0.00X000
LEN ELIKAN
TRUSTEE0.00X000
MARK LODINGER
TRUSTEE0.00X000
SANDY ZIMMERMAN
TRUSTEE0.00X000
ANDREA MAIL
TRUSTEE0.00X000
DR RON ELINOFF
TRUSTEE0.00X000
DR HAL RESNICK
TRUSTEE0.00X000
MICHAEL SCHNEIDER
TRUSTEE0.00X000
DAVID ROBBINS ESQ
TRUSTEE0.00X000
STEVE SHERMAN
TRUSTEE0.00X000
ANDY CANTOR
TRUSTEE0.00X000
MICHAEL KORN
TRUSTEE0.00X000
ELLEN ROSNER
TRUSTEE0.00X000
MARK GREEN
PRESIDENT0.00000X
RICHARD SISISKY
PAST PRESIDENT0.00000X
MELVYN FRUIT
VICE-PRESIDENT0.00000X
JEFF EDWARDS
SECRETARY0.00000X
NEIL PRESSER
VICE-PRESIDENT0.00000X
MATTHEW EDELMAN
TREASURER0.00000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions1774117AllOtherContributions
Total Contributions1774117TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionINVESTMENT MANAGEMENTDescription
Business Code900099BusinessCode
Total Revenue Column48934TotalRevenueColumn
Related Or Exempt Function Income48934RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue48934TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column48923TotalRevenueColumn
Exclusion$48,923ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities814975Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities779850Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities35125Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column35125TotalRevenueColumn
Related Or Exempt Function Income35125RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column2303TotalRevenueColumn
Related Or Exempt Function Income2303RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue2303TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1909402TotalRevenueColumn
Related Or Exempt Function Income86362RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$48,923ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total737217Total
Program Services737217ProgramServices

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total195266Total
Program Services75715ProgramServices
Management And General49890ManagementAndGeneral
Fundraising69661Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total10000Total
Management And General10000ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total3407Total
Program Services3407ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total25628Total
Program Services25628ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total2330Total
Program Services2330ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1581Total
Management And General1581ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total4269Total
Program Services2081ProgramServices
Management And General2188ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total124Total
Management And General124ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total3029Total
Management And General3029ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServicesFundraisingFundraising
EQUIPMENT MAINTENANCE28062806
MISCELLANEOUS26186391979
PRINTING AND PUBLICATIO258714512371205
POSTAGE251813911127

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total420Total
Management And General420ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total993800Total
Program Services850721ProgramServices
Management And General72213ManagementAndGeneral
Fundraising70866Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY107527BOY
EOY169874EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY921001BOY
EOY1462871EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
EOY214214EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY20418BOY
EOY22025EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis0LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec0LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY125BOY
EOY0EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1649220BOY
EOY1818352EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY277808BOY
EOY317127EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2976099BOY
EOY4004463EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY20000EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY20000EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2183033BOY
EOY3017217EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY206086BOY
EOY361811EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY586980BOY
EOY605435EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2976099BOY
EOY3984463EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2976099BOY
EOY4004463EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses915602ReconcilationRevenueExpenses
Reconciliation Unrealized Invest100412ReconciliationUnrealizedInvest
Reconcilation Donated Services-7650ReconcilationDonatedServices
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
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 Years1226899CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years699062CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years947172CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1038250CurrentTaxYearMinus1Year
Current Tax Year1774116CurrentTaxYear
Total5685499Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1226899CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years699062CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years947172CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1038250CurrentTaxYearMinus1Year
Current Tax Year1774116CurrentTaxYear
Total5685499Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total2281251AmountsSubstContributorsTotal
Public Support Total1703404248PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years51310CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years13161CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years31479CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year42440CurrentTaxYearMinus1Year
Current Tax Year48923CurrentTaxYear
Total187313Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years63833CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years56675CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years49036CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year44385CurrentTaxYearMinus1Year
Current Tax Year51237CurrentTaxYear
Total265166Total
FieldValueIRS element (for citing)
Total Support6137978TotalSupport
Public Support Pertcentage1700.55460PublicSupportPertcentage170
Public Support Pertcent Prior Year0.40370PublicSupportPertcentPriorYear
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)
Number DA Fs Held44NumberDAFsHeld
Donor Advised Contributions1336491DonorAdvisedContributions
Grants Paid From Donor Funds626685GrantsPaidFromDonorFunds
Aggregate DAF Value2590400AggregateDAFValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance586980BeginningOfYearBalance
Investment Earnings Or Losses49749InvestmentEarningsOrLosses
Grants Or Scholarships26240GrantsOrScholarships
Administrative Expenses5054AdministrativeExpenses
End Of Year Balance605435EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance427760BeginningOfYearBalance
Contributions162494Contributions
Investment Earnings Or Losses21253InvestmentEarningsOrLosses
Grants Or Scholarships18742GrantsOrScholarships
Administrative Expenses5785AdministrativeExpenses
End Of Year Balance586980EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance316996BeginningOfYearBalance
Contributions73450Contributions
Investment Earnings Or Losses55062InvestmentEarningsOrLosses
Grants Or Scholarships13584GrantsOrScholarships
Administrative Expenses4164AdministrativeExpenses
End Of Year Balance427760EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance290553BeginningOfYearBalance
Contributions10703Contributions
Investment Earnings Or Losses33261InvestmentEarningsOrLosses
Grants Or Scholarships13725GrantsOrScholarships
Administrative Expenses3796AdministrativeExpenses
End Of Year Balance316996EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance361972BeginningOfYearBalance
Contributions1158Contributions
Investment Earnings Or Losses-43295InvestmentEarningsOrLosses
Grants Or Scholarships25294GrantsOrScholarships
Administrative Expenses3988AdministrativeExpenses
End Of Year Balance290553EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Closely Held Equity Interests CloselyHeldEquityInterests

FieldValueIRS element (for citing)
Book Value44044BookValue
Method Of ValuationFMethodOfValuation

Other Securities OtherSecurities (2 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
CASH SURRENDER VALUE OF LIFE INSURANCE254918F
PRESENT VALUE OF FUTURE INTEREST IN CHARITABLE REMAINDER TRUSTS18165F
FieldValueIRS element (for citing)
Total Of Book Value Securities317127TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionAMOUNTS HELD ON BEHALF OF OTHERSDescription
Amount$20,000Amount
FieldValueIRS element (for citing)
Total Of Amounts20000TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt2009816TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments92764NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities7650DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990100414RevenueNotRptdF990
Revenue Subtotal1909402RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9901909402TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1001450TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities7650DonatedServicesUseOfFacilities
Expenses Not Rptd F9907650ExpensesNotRptdF990
Expenses Subtotal993800ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990993800TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X, LINE 2:ReturnReference
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, 2012, 2011, AND 2010 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.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (18 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
JACKSONVILLE JEWISH FEDERATION
8505 SAN JOSE BLVDJACKSONVILLEFL3221759063786471216SUPPORT ORGANIZATIONSUPPORT ORGANIZATION
JACKSONVILLE JEWISH CENTER
3663 CROWN POINT RDJACKSONVILLEFL32267590624411128788SUPPORT ORGANIZATION
BAPTIST HEALTH FOUNDATION
836 PRUDENTIAL DRIVEJACKSONVILLEFL3220759248713510000SUPPORT ORGANIZATION
CONGREGATION AHAVATH CHESED
727 SAN JOSE BLVDJACKSONVILLEFL3221759077417617450SUPPORT ORGANIZATION
ST VINCENT'S FOUNDATION
PO BOX 41564JACKSONVILLEFL32203592219923187300SUPPORT ORGANIZATION
UNIVERSITY OF NORTH FLORIDA FOUNDATION
1 UNF DRIVEJACKSONVILLEFL3222459198292129000SUPPORT ORGANIZATION
MARTIN GOTTLIEB DAY SCHOOL
3662 CROWN POINT ROADJACKSONVILLEFL3226759062441184500SUPPORT ORGANIZATION
MEMORIES OF LOVE FOUNDATION INC
4932 SUNBEAM ROAD STE 200JACKSONVILLEFL3225713429818431580SUPPORT ORGANIZATION
JACKSONVILLE COMMUNITY ALLIANCE
8505 SAN JOSE BLVDJACKSONVILLEFL3221759262020826789SUPPORT ORGANIZATION
JEWISH FAMILY AND COMMUNITY SERVICES
6261 DUPONT STATIONJACKSONVILLEFL322175906378687296SUPPORT ORGANIZATION
RIVER GARDEN FOUNDATION
11401 OLD ST AUGUSTINE ROADJACKSONVILLEFL3225859310067331175SUPPORT ORGANIZATION
COMMUNITITIES IN SCHOOLS OF JACKSONVILLE
1 RIVERSIDE AVENUE STE 400JACKSONVILLEFL3220259302789510000SUPPORT ORGANIZATION
UNITED WAY OF NORTHEAST FLORIDA
PO BOX 41428JACKSONVILLEFL3222459063782521100SUPPORT ORGANIZATION
WOLFSON CHILDREN'S HOSPITAL
841 PRUDENTIAL DRIVEJACKSONVILLEFL3220759248713524250SUPPORT ORGANIZATION
ENDICOTT COLLEGE
376 HALE STBEVERLYMA019150421035675000SUPPORT ORGANIZATION
HILLEL SCHOOL OF TAMPA INC
2020 WEST FLETCHER AVETAMPAFL336125912928406000SUPPORT ORGANIZATION
WE CARE JACKSONVILLE
4080 WOODCOCK DRIVE BUILDING 2400JACKSONVILLEFL322075934317245000SUPPORT ORGANIZATIONSUITE 130
(no name)
SUPPORT ORGANIZATION

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReferenceExplanationExplanation
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.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.