JEWISH COMMUNITY FOUNDATION OF: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
JEWISH COMMUNITY FOUNDATION OF (EIN 59-3343214)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-11-06
IRS object ID
201223119349301397
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)
Timestamp2012-11-06T15:54:49-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

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 Date2011-07-01TaxPeriodBeginDate

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 Signed2012-10-31DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJUSTIN BREIDENSTEINName
PTINP01563691PTIN
Phone9045860048Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

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 Receipts1667742GrossReceipts
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 Employees6TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year947172ContributionsGrantsPriorYear
Contributions Grants Current Year1038250ContributionsGrantsCurrentYear
Program Service Revenue Prior Year44805ProgramServiceRevenuePriorYear
Program Service Revenue CY44251ProgramServiceRevenueCY
Investment Income Prior Year246127InvestmentIncomePriorYear
Investment Income Current Year68626InvestmentIncomeCurrentYear
Other Revenue Prior Year4231OtherRevenuePriorYear
Other Revenue Current Year134OtherRevenueCurrentYear
Total Revenue Prior Year1242335TotalRevenuePriorYear
Total Revenue Current Year1151261TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year763418GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY826155GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year183625SalariesEtcPriorYear
Salaries Etc Current Year180885SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year64955TotalFundrsngExpCurrentYear
Other Expense Prior Year89433OtherExpensePriorYear
Other Expenses Current Year71399OtherExpensesCurrentYear
Total Expenses Prior Year1036476TotalExpensesPriorYear
Total Expenses Current Year1078439TotalExpensesCurrentYear
Revenues Less Expenses Prior Year205859RevenuesLessExpensesPriorYear
Revenues Less Expenses CY72822RevenuesLessExpensesCY
Total Assets BOY2903277TotalAssetsBOY
Total Assets EOY2976099TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2903277NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2976099NetAssetsOrFundBalancesEOY
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
Expense943913Expense
Grants826155Grants
Revenue991977Revenue
DescriptionCHARITABLE CONTRIBUTIONS TO VARIOUS NATIONAL, REGIONAL AND LOCAL JEWISH WELFARE, PHILANTHROPIC AND CHARITABLE ORGANIZATIONS.Description
Total Program Service Expense943913TotalProgramServiceExpense
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 Liabilities0ReportOtherLiabilities
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
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10965NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding0ComplianceWithBackupWitholding
Number Of Employees6NumberOfEmployees
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
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 (25 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
MICHAEL DONZIGER
TRUSTEE0.00X000
SCOTT ACKERMAN
TRUSTEE0.00X000
LEN ELIKAN
TRUSTEE0.00X000
MARK LODINGER
TRUSTEE0.00X000
SANDY ZIMMERMAN
TRUSTEE0.00X000
ANDREA MAIL
TRUSTEE0.00X000
DR RON ELINOFF
TRUSTEE0.00X000
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
MEREDITH FRISCH
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 Contributions1038250AllOtherContributions
Total Contributions1038250TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionINVESTMENT MANAGEMENTDescription
Business Code900099BusinessCode
Total Revenue Column44251TotalRevenueColumn
Related Or Exempt Function Income44251RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue44251TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column42440TotalRevenueColumn
Exclusion$42,440ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities542667Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities516481Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities26186Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column26186TotalRevenueColumn
Exclusion$26,186ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column134TotalRevenueColumn
Related Or Exempt Function Income134RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue134TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1151261TotalRevenueColumn
Related Or Exempt Function Income44385RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$68,626ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total826155Total
Program Services826155ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total149425Total
Program Services55888ProgramServices
Management And General39287ManagementAndGeneral
Fundraising54250Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total4875Total
Program Services3913ProgramServices
Management And General251ManagementAndGeneral
Fundraising711Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total26585Total
Program Services12758ProgramServices
Management And General4987ManagementAndGeneral
Fundraising8840Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total10000Total
Management And General10000ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total37951Total
Program Services37951ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total3057Total
Program Services1869ProgramServices
Management And General477ManagementAndGeneral
Fundraising711Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total4712Total
Program Services1558ProgramServices
Management And General3154ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total4420Total
Program Services3309ProgramServices
Management And General1111ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total542Total
Management And General542ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total3123Total
Management And General3123ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServicesFundraisingFundraising
EQUIPMENT MAINTENANCE36633663
POSTAGE1819161519014
MISCELLENEOUS980658322
PRINTING AND PUBLICATIO612183429

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total520Total
Management And General520ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1078439Total
Program Services943913ProgramServices
Management And General69571ManagementAndGeneral
Fundraising64955Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY130735BOY
EOY107527EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY586775BOY
EOY921001EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY19362BOY
EOY20418EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1415LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1290LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY719BOY
EOY125EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1935220BOY
EOY1649220EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY230466BOY
EOY277808EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2903277BOY
EOY2976099EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2428254BOY
EOY2183033EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY52640BOY
EOY206086EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY422383BOY
EOY586980EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2903277BOY
EOY2976099EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2903277BOY
EOY2976099EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses72822ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
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 Years2050934CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1226899CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years699062CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year947172CurrentTaxYearMinus1Year
Current Tax Year1038250CurrentTaxYear
Total5962317Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2050934CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1226899CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years699062CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year947172CurrentTaxYearMinus1Year
Current Tax Year1038250CurrentTaxYear
Total5962317Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total3319750AmountsSubstContributorsTotal
Public Support Total1702642567PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years142349CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years51310CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years13161CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year31479CurrentTaxYearMinus1Year
Current Tax Year42440CurrentTaxYear
Total280739Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years89528CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years63833CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years56675CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year49036CurrentTaxYearMinus1Year
Current Tax Year44385CurrentTaxYear
Total303457Total
FieldValueIRS element (for citing)
Total Support6546513TotalSupport
Public Support Pertcentage1700.40370PublicSupportPertcentage170
Public Support Pertcent Prior Year0.40020PublicSupportPertcentPriorYear
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 Held42NumberDAFsHeld
Donor Advised Contributions792244DonorAdvisedContributions
Grants Paid From Donor Funds733744GrantsPaidFromDonorFunds
Aggregate DAF Value2065647AggregateDAFValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

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

Current Year Minus1 Year CurrentYearMinus1Year

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

Current Year Minus2 Years CurrentYearMinus2Years

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

Current Year Minus3 Years CurrentYearMinus3Years

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)
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1415OtherCostOrOtherBasis
Depreciation1290Depreciation
Book Value125BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings125TotalOfBookValueLandBuildings

Closely Held Equity Interests CloselyHeldEquityInterests

FieldValueIRS element (for citing)
Book Value27848BookValue
Method Of ValuationFMethodOfValuation

Other Securities OtherSecurities (2 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
CASH SURRENDER VALUE OF LIFE INSURANCE231796F
PRESENT VALUE OF FUTURE INTEREST IN CHARITABLE REMAINDER TRUSTS18164F
FieldValueIRS element (for citing)
Total Of Book Value Securities277808TotalOfBookValueSecurities
Total Revenue1151261TotalRevenue
Total Expenses1078439TotalExpenses
Excess Or Deficit For Year72822ExcessOrDeficitForYear
Excess Or Deficit Per FS72822ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1158911TotRevenueEtcAuditedFinclStmt
Donated Srvc And Use Of Facilities7650DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F9907650RevenueNotRptdF990
Revenue Subtotal1151261RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9901151261TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1086089TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities7650DonatedServicesUseOfFacilities
Expenses Not Rptd F9907650ExpensesNotRptdF990
Expenses Subtotal1078439ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901078439TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X: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, 2009, 2010, 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.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (19 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
JACKSONVILLE JEWISH FEDERATION
8505 SAN JOSE BLVDJACKSONVILLEFL32217590637864194797SUPPORT ORGANIZATIONSUPPORT ORGANIZATION
JACKSONVILLE JEWISH CENTER
3663 CROWN POINT RDJACKSONVILLEFL32267590624411134196SUPPORT ORGANIZATION
BAPTIST HEALTH FOUNDATION
836 PRUDENTIAL DRIVEJACKSONVILLEFL3220759248713510000SUPPORT ORGANIZATION
CONGREGATION AHAVATH CHESED
727 SAN JOSE BLVDJACKSONVILLEFL3221759077417612026SUPPORT ORGANIZATION
ST VINCENT'S FOUNDATION
PO BOX 41564JACKSONVILLEFL3220359221992381000SUPPORT ORGANIZATION
UNIVERSITY OF NORTH FLORIDA FOUNDATION
1 UNF DRIVEJACKSONVILLEFL3222459198292129000SUPPORT ORGANIZATION
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 3RD AVE 10TH FLOORNEW YORKNY1001713165663410000SUPPORT ORGANIZATION
MARTIN GOTTLIEB DAY SCHOOL
3662 CROWN POINT ROADJACKSONVILLEFL32267590624411111950SUPPORT ORGANIZATION
MEMORIES OF LOVE
4932 SUNBEAM ROAD STE 200JACKSONVILLEFL3225713429818440700SUPPORT ORGANIZATION
JACKSONVILLE COMMUNITY ALLIANCE
8505 SAN JOSE BLVDJACKSONVILLEFL322175926202085504SUPPORT ORGANIZATION
JEWISH FAMILY AND COMMUNITY SERVICES
6261 DUPONT STATIONJACKSONVILLEFL322175906378688494SUPPORT ORGANIZATION
JEWISH THEOLIGICAL SEMINARY OF AMERICA
3080 BROADWAYNEW YORKNY100271308876406000SUPPORT ORGANIZATION
MALIVAI WASHINGTON KIDS FOUNDATION
1096 W 6TH STREETJACKSONVILLEFL3220959355915011500SUPPORT ORGANIZATION
RIVER GARDEN FOUNDATION
11401 OLD ST AUGUSTINE ROADJACKSONVILLEFL3225859310067319367SUPPORT ORGANIZATION
HADASSAH
50 W 58TH STNEW YORKNY1001913145278710000SUPPORT ORGANIZATION
(no name)
SUPPORT ORGANIZATION
(no name)
SUPPORT ORGANIZATION
UNITED WAY OF NORTHEAST FLORIDA
PO BOX 41428JACKSONVILLEFL3222459063782530800SUPPORT ORGANIZATION
WOLFSON CHILDREN'S HOSPITAL
841 PRUDENTIAL DRIVEJACKSONVILLEFL3220759248713520000SUPPORT ORGANIZATION

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
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 TREASURER OF THE ORGANIZATION RESEARCHES 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.
FORM 990. PART XII, LINE 2CTHE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS RELATED TO THE ANNUAL INDEPENDENT FINANCIAL STATEMENT AUDIT.CHANGE IN OVERSIGHT OR SELECTION PROCESS RELATED TO THE INDEPENDENT AUDIT.

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