2012-08-13T15:25:39-05:00 2011-09-30 BOWMAN & COMPANY LLP 601 WHITE HORSE ROAD VOORHEES NJ 080432493 990 2010-10-01 201260545 JEWISH COMMUNITY FOUNDATION INC JEWI 8566732521 1301 SPRINGDALE ROAD NO 200 CHERRY HILL NJ 08003 JEFF KLEIN 8566732582 2012-08-10 GLEN J WALTON 8564356200 2010 2016-02-24 21:20:13Z JEFF KLEIN 1301 SPRINGDALE ROAD NO 200 CHERRY HILL NJ 08003 4131328 0 X WWW.JCFSNJ.ORG X 2004 NJ THE ORGANIZATION PROVIDES GRANTS AND SCHOLARSHIPS FOR A VARIETY OF ACADEMIC AND EDUCATIONAL NEEDS ON A NONDISCRIPMINATORY BASIS. 26 26 5 50 0 0 2397221 3198643 0 0 798613 899328 62081 17421 3257915 4115392 1892982 1982102 0 0 345368 353434 0 0 1638 359961 395407 2598311 2730943 659604 1384449 24782832 25861026 180988 599519 24601844 25261507 TO ASSIST INDIVIDUALS AND FAMILIES IN ACHIEVING THEIR PHILANTHROPIC GOALS THROUGH FUNDS TO SUPPORT THE LOCAL COMMUNITY, AGENCIES AND PROGRAMS. 0 0 2614835 TO DEVELOP COMMUNITY AND LEGACY ENDOWMENT FUNDS TO SUPPORT LOCAL COMMUNITY, AGENCIES AND PROGRAMS. 2614835 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 6 0 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X THE ORGANIZATION 8566732521 1301 SPRINGDALE ROAD NO 200 CHERRY HILL NJ 08003 NEAL CUPERSMITH CPA 1.00 X X 0 0 0 VICTOR LEVY JD CPA 1.00 X 0 0 0 JAMES KELLMER 1.00 X X 0 0 0 RONALD DUBROW CPA 1.00 X 0 0 0 MARK FENDRICK CFP 1.00 X X 0 0 0 JOEL KABER 1.00 X X 0 205257 23308 JASON COLE 1.00 X 0 0 0 HARVEY JACOB ESQ 1.00 X X 0 0 0 MORTON B COMER 1.00 X 0 0 0 STEVE EISNER ESQ 1.00 X 0 0 0 SUZANNE LEVY-POLIKOFF 1.00 X 0 0 0 EYTAN IRWIN 1.00 X 0 0 0 VICKI ZELL 1.00 X 0 0 0 SCOTT LERNER 1.00 X 0 0 0 RICHARD GOLDSTEIN ESQ 1.00 X 0 0 0 JOSH REISMAN 1.00 X X 0 0 0 SYDRIA SCHAFFER 1.00 X 0 0 0 EILEEN NORMAN PERICE 1.00 X 0 0 0 ED PLASKY CPA 1.00 X 0 0 0 EDWARD ADLEMAN 1.00 X 0 0 0 ED RIVKIN 1.00 X 0 0 0 SANDY BROWN 1.00 X 0 0 0 VALERIE GLADFELTER 1.00 X 0 0 0 BRAD WEINGART 1.00 X 0 0 0 JANINE SOBEL MD 1.00 X 0 0 0 ROBERT SCHWARTZ ESQ 1.00 X 0 0 0 JEFF KLEIN 40.00 X X 138118 0 17429 JANET SMITH 1.00 X 0 0 0 DON LOVE 1.00 X 0 0 0 LEE MEADVIN DMD 1.00 X 0 0 0 138118 205257 40737 1 0 1 0 0 3198643 3198643 899328 899328 33357 15936 17421 17421 4115392 0 0 916749 1982102 1982102 283391 240882 42509 18581 15794 2787 31597 26857 4740 19865 16885 2980 5406 4595 811 5515 4688 827 18172 14087 4085 PROFESSIONAL FEES AND C 276212 234781 41431 LIFE INSURANCE PREMIUMS 49273 41882 7391 CGA & CRAT PAYMENTS 22316 18969 3347 PRINTING AND PUBLICATIO 5778 3942 1836 SUPPLIES 3266 2776 490 9469 6595 1236 1638 2730943 2614835 114470 1638 15442 4963 743 11524 37027 46813 1760629 1960217 5754777 22768864 16198015 1016199 1068645 24782832 25861026 175988 216144 5000 383375 180988 599519 X 3860276 19570563 15492199 1750489 5249369 3940455 24601844 25261507 24782832 25861026 X 1384449 -724786 X X 0 1 1 X 0 X X 0 0 0 JEWISH FEDERATION OF SOUTHERN NEW JERSEY 210634489 11A 1 1 1 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 131 236 2299661 912905 1330941 1067485 7416648 18439440 1 1 18300794 1130915 371870 1067485 72611 224043 18439440 16059976 1477101 1763113 416713 522446 60237 18300794 16292302 1634724 84803 552818 1230703 168332 16059976 0.69000 0.22000 0.09000 0 0 0 AGENCY FUNDS 383375 383375 4115392 2730943 1384449 -505942 -218844 -724786 659663 3625386 -505942 15936 -490006 4115392 0 4115392 2746879 15936 15936 2730943 0 2730943 PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 15,936. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 15,936. ANNUAL DINNER 33357 33357 15936 33357 33357 15936 15936 17421 1 FEDERATION ANNUAL CAMPAIGN 508951 TO FURTHER NON-PROFIT MISSION JEWISH FEDERATION AGENCIES 352540 TO FURTHER NON-PROFIT'S MISSION JCC HEALTH & WELLNESS 15760 TO FURTHER NON-PROFIT'S MISSION LOCAL JEWISH AGENCIES 452530 TO FURTHER NON-PROFIT'S MISSION LOCAL NON JEWISH AGENCIES 147355 TO FURTHER NON-PROFIT'S MISSION NATIONAL JEWISH AGENCIES 378949 TO FURTHER NON-PROFIT'S MISSION NATIONAL NON JEWISH AGENCIES 126017 TO FURTHER NON-PROFIT'S MISSION PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: DONOR ADVISED FUNDS - SUGGESTED BY FUND HOLDER AND APPROVED BY BOARD AT EACH BOARD MEETING. A LISTING IS GIVEN OUT FOR REVIEW AND APPROVAL. ALL REQUESTS ARE EITHER ENTERED BY DONOR ON THE WEBSITE OR COMMUNICATED IN WRITING TO STAFF AND ENTERED THAT WAY. ALL GRANTS REVIEWED FOR NON-PROFIT STATUS BEFORE APPROVAL BY EXECUTIVE DIRECTOR AND DESIGNATED BOARD PERSONS. ENDOWMENT GRANTS - AGREEMENTS CRAFTED WITH DONOR SPECIFY HOW AND WHEN DISBURSEMENTS ARE MADE. NOTES ARE KEPT IN FILE AND CHECKS SIGNED BY EXECUTIVE DIRECTOR AND DESIGNATED BOARD PERSONS. RECORDS ARE MAINTAINED AND SIGNATURES ARE SECURED. THE ORGANIZATION MANAGES A SMALL COMPETITIVE GRANTS PROGRAMS. APPLICANTS MUST HAVE NON-PROFIT STATUS. A COMMITTEE OF VOLUNTEERS REVIEW APPLICATIONS AND MAKE A RECOMMENDATION TO THE BOARD OF TRUSTEES FOR APPROVAL. FUNDS ARE RELEASED UPON COMPLETION OF PROGRAM ONLY WITH PROPER DOCUMENTATION. RECORDS ARE MAINTAINED OF ENTIRE PROCESS. X X X 0 0 0 0 0 0 0 0 0 JOEL KABER 0 205257 0 0 0 0 0 7299 0 16009 0 228565 0 0 JEFF KLEIN 138118 0 0 0 0 0 10289 0 7140 0 155547 0 0 0 X 47 999827 QUOTED MARKET PRICE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 30 PERSONS WERE REPORTED AS OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES OF THOSE LISTED THE FOLLOWING HAD A FAMILY RELATIONSHIP: MARK FENDRICK AND MORT COMER (SON-IN-LAW AND FATHER-IN-LAW.) VICTOR LEVY AND SUZANNE LEVY-POLIKOFF (BROTHER AND SISTER.) FORM 990, PART VI, SECTION B, LINE 11 A COPY OF FORM 990 IS PROVIDED TO THE ORGANIZATIONS GOVERNING BODY TO BE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE PRIOR TO COMPLETION, AND A COPY OF THE FINAL FORM 990 IS PROVIDED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND BOARD MEMEBERS ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S CEO, EXECUTIVE DIRECTORS, AND TOP MANAGEMENT OFFICIALS ARE REVIEWED ANNUALLY. COMPARABLE DATA IS ACCESSED THROUGH THE NATIONAL ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE JEWISH COMMUNITY FOUNDATION, INC.'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -505,942. PRIOR PERIOD ADJUSTMENTS: -218,844. TOTAL TO FORM 990, PART XI, LINE 5: -724,786. PART XII LINE 2C - THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR JEWISH FEDERATION OF SOUTHERN NEW JERSEY 1301 SPRINGDALE ROAD CHERRY HILL NJ 08003 210634489 ENHANCES JEWISH LIFE AND ENSURES THE CONTINUITY OF A VIBRANT JEWISH COMMUNI NJ 501(C)(3) PUBLIC CHARITY 0 0 1 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0