2012-11-06T15:54:49-06:00 2012-06-30 454074045 NEVILLE BREIDENSTEIN LLC PO BOX 1583 SAINT AUGUSTINE FL 32085 990 2011-07-01 593343214 JEWISH COMMUNITY FOUNDATION OF NORTHEAST FLORIDA LLC JEWI 9043940720 4932 SUNBEAM ROAD NO 200 JACKSONVILLE FL 32257 PAULETTE KEIFER 9043940720 2012-10-31 JUSTIN BREIDENSTEIN P01563691 9045860048 2011 2016-02-24 21:20:13Z PAULETTE KEIFER 4932 SUNBEAM ROAD JACKSONVILLE FL 32257 1667742 0 X WWW.JACKSONVILLEJEWISHFOUNDATION.ORG X 1995 FL TO SUPPORT NON-PROFIT ORGANIZATIONS, EDUCATE COMMUNITIES ON GIFT PLANNING METHODS, ENSURE THE FUTURE OF NON-PROFITS AND THE SERVICES TO OUR JEWISH SECULAR COMMUNITIES. 24 24 6 0 0 0 947172 1038250 44805 44251 246127 68626 4231 134 1242335 1151261 763418 826155 0 0 183625 180885 0 0 64955 89433 71399 1036476 1078439 205859 72822 2903277 2976099 0 0 2903277 2976099 THE 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. 0 0 943913 826155 991977 CHARITABLE CONTRIBUTIONS TO VARIOUS NATIONAL, REGIONAL AND LOCAL JEWISH WELFARE, PHILANTHROPIC AND CHARITABLE ORGANIZATIONS. 943913 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 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 0 0 0 0 0 1 5 0 0 6 1 0 0 0 0 0 0 0 0 X 24 24 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X PAULETTE KEIFER 9043940720 4932 SUNBEAM ROAD STE 200 JACKSONVILLE FL 32257 X MELVIN GOTTLIEB 0.00 X 0 0 0 BARBARA JAFFE 0.00 X 0 0 0 BARRY ZISSER 0.00 X 0 0 0 MARK SHORSTEIN 0.00 X 0 0 0 MICHAEL DONZIGER 0.00 X 0 0 0 SCOTT ACKERMAN 0.00 X 0 0 0 LEN ELIKAN 0.00 X 0 0 0 MARK LODINGER 0.00 X 0 0 0 SANDY ZIMMERMAN 0.00 X 0 0 0 ANDREA MAIL 0.00 X 0 0 0 DR RON ELINOFF 0.00 X 0 0 0 HAL RESNICK 0.00 X 0 0 0 MICHAEL SCHNEIDER 0.00 X 0 0 0 DAVID ROBBINS ESQ 0.00 X 0 0 0 STEVE SHERMAN 0.00 X 0 0 0 ANDY CANTOR 0.00 X 0 0 0 MICHAEL KORN 0.00 X 0 0 0 ELLEN ROSNER 0.00 X 0 0 0 MEREDITH FRISCH 0.00 X 0 0 0 MARK GREEN 0.00 X 0 0 0 RICHARD SISISKY 0.00 X 0 0 0 MELVYN FRUIT 0.00 X 0 0 0 JEFF EDWARDS 0.00 X 0 0 0 NEIL PRESSER 0.00 X 0 0 0 MATTHEW EDELMAN 0.00 X 0 0 0 0 0 0 0 0 0 0 0 1038250 1038250 INVESTMENT MANAGEMENT 900099 44251 44251 44251 42440 42440 542667 516481 26186 26186 26186 MISCELLANEOUS 900099 134 134 134 1151261 44385 0 68626 826155 826155 149425 55888 39287 54250 4875 3913 251 711 26585 12758 4987 8840 10000 10000 37951 37951 3057 1869 477 711 4712 1558 3154 4420 3309 1111 542 542 3123 3123 EQUIPMENT MAINTENANCE 3663 3663 POSTAGE 1819 190 1615 14 MISCELLENEOUS 980 322 658 PRINTING AND PUBLICATIO 612 183 429 520 520 1078439 943913 69571 64955 130735 107527 586775 921001 19362 20418 1415 1290 719 125 1935220 1649220 230466 277808 2903277 2976099 0 0 X 2428254 2183033 52640 206086 422383 586980 2903277 2976099 2903277 2976099 72822 0 X X 0 1 1 X 0 X 2050934 1226899 699062 947172 1038250 5962317 2050934 1226899 699062 947172 1038250 5962317 3319750 2642567 142349 51310 13161 31479 42440 280739 89528 63833 56675 49036 44385 303457 6546513 0.40370 0.40020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42 792244 733744 2065647 1 1 427760 162494 21253 18742 5785 586980 316996 73450 55062 13584 4164 427760 290553 10703 33261 13725 3796 316996 361972 1158 -43295 25294 3988 290553 1 0 1415 1290 125 125 27848 F CASH SURRENDER VALUE OF LIFE INSURANCE 231796 F PRESENT VALUE OF FUTURE INTEREST IN CHARITABLE REMAINDER TRUSTS 18164 F 277808 1151261 1078439 72822 72822 1158911 7650 7650 1151261 0 1151261 1086089 7650 7650 1078439 0 1078439 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE 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. 1 JACKSONVILLE JEWISH FEDERATION 8505 SAN JOSE BLVD JACKSONVILLE FL 32217 590637864 194797 SUPPORT ORGANIZATIONSUPPORT ORGANIZATION JACKSONVILLE JEWISH CENTER 3663 CROWN POINT RD JACKSONVILLE FL 32267 590624411 134196 SUPPORT ORGANIZATION BAPTIST HEALTH FOUNDATION 836 PRUDENTIAL DRIVE JACKSONVILLE FL 32207 592487135 10000 SUPPORT ORGANIZATION CONGREGATION AHAVATH CHESED 727 SAN JOSE BLVD JACKSONVILLE FL 32217 590774176 12026 SUPPORT ORGANIZATION ST VINCENT'S FOUNDATION PO BOX 41564 JACKSONVILLE FL 32203 592219923 81000 SUPPORT ORGANIZATION UNIVERSITY OF NORTH FLORIDA FOUNDATION 1 UNF DRIVE JACKSONVILLE FL 32224 591982921 29000 SUPPORT ORGANIZATION AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 711 3RD AVE 10TH FLOOR NEW YORK NY 10017 131656634 10000 SUPPORT ORGANIZATION MARTIN GOTTLIEB DAY SCHOOL 3662 CROWN POINT ROAD JACKSONVILLE FL 32267 590624411 111950 SUPPORT ORGANIZATION MEMORIES OF LOVE 4932 SUNBEAM ROAD STE 200 JACKSONVILLE FL 32257 134298184 40700 SUPPORT ORGANIZATION JACKSONVILLE COMMUNITY ALLIANCE 8505 SAN JOSE BLVD JACKSONVILLE FL 32217 592620208 5504 SUPPORT ORGANIZATION JEWISH FAMILY AND COMMUNITY SERVICES 6261 DUPONT STATION JACKSONVILLE FL 32217 590637868 8494 SUPPORT ORGANIZATION JEWISH THEOLIGICAL SEMINARY OF AMERICA 3080 BROADWAY NEW YORK NY 10027 130887640 6000 SUPPORT ORGANIZATION MALIVAI WASHINGTON KIDS FOUNDATION 1096 W 6TH STREET JACKSONVILLE FL 32209 593559150 11500 SUPPORT ORGANIZATION RIVER GARDEN FOUNDATION 11401 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 593100673 19367 SUPPORT ORGANIZATION HADASSAH 50 W 58TH ST NEW YORK NY 10019 131452787 10000 SUPPORT ORGANIZATION SUPPORT ORGANIZATION SUPPORT ORGANIZATION UNITED WAY OF NORTHEAST FLORIDA PO BOX 41428 JACKSONVILLE FL 32224 590637825 30800 SUPPORT ORGANIZATION WOLFSON CHILDREN'S HOSPITAL 841 PRUDENTIAL DRIVE JACKSONVILLE FL 32207 592487135 20000 SUPPORT ORGANIZATION FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES BARBARA JAFFE AND SANDY ZIMMERMAN HAVE A FAMILY RELATIONSHIP. THEY ARE MOTHER AND SON. FORM 990, PART VI, SECTION A, LINE 6 THE 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 7A EACH 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 11 A 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 12C THE 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 15A THE 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 19 THE FOUNDATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THEIR OFFICE IN JACKSONVILLE AT 4932 SUNBEAM ROAD. CHANGE IN OVERSIGHT OR SELECTION PROCESS RELATED TO THE INDEPENDENT AUDIT. FORM 990. PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS RELATED TO THE ANNUAL INDEPENDENT FINANCIAL STATEMENT AUDIT.