2012-08-02T10:56:51-07:00 2011-12-31 DeVries CPAs of Arizona PC 4349 East Fifth Street Tucson AZ 857112025 990 2011-01-01 860718936 The Jewish Community Foundation of Southern Arizona JEWI 5205770388 5546 E 4th Street Tucson AZ 85711 Bruce Beyer 2012-08-02 true Mike DeVries 5202986200 2011 2016-02-24 21:20:13Z Keri Silvyn 5546 E 4th St 100 Tucson AZ 857111452 25045423 false false X www.jcftucson.org X 1992 AZ Our mission is to encourage charitable giving, particularly endowment giving, to help ensure the continued vitality of those institutions and activities that promote Jewish identity or support a high quality of life throughout Southern Arizona and the Jewish world. 30 29 13 100 15735 12472 2619706 11000623 80133 493031 1098464 1068378 14376 8658 3812679 12570690 3292210 3371531 0 493518 457030 0 141848 503663 1482045 4289391 5310606 -476712 7260084 57623058 64488616 19416573 18596928 38206485 45891688 JCF is an affiliated corporation of the Jewish Federation of Southern Arizona. Our mission is to encourage charitable giving, particularly endowment giving, to help ensure the continued vitality of those institutions and activities that promote Jewish identity or support a high quality of life in Southern Arizona and throughout the Jewish world, and to manage those funds received in a prudent and effective manner. To accomplish its mission the Foundation promotes the value of planned giving; works cooperatively with non-profit agencies to encourage planned giving among their own constituencies; and distributes grants to meet community needs, according to donors' wishes. false false 4794513 3371531 493031 ProgramsJCF provides services for individual donors and non-profit agencies that house funds with the Foundation, including fund investment, management and reporting; field of interest research; and consultations with professional advisors. Legacy planning options include Donor Advised Endowment Funds, Bequests, Charitable Gift Annuities, Insurance Policies, and more. We manage Donor Advised Funds (non-endowed) and teen philanthropy funds (B'nai Tzedek Tucson). We sponsor educational programs on estate planning, legacy planning and funding opportunities for donors and the Jewish community at large; along with continuing education seminars for professional advisors. There were no significant changes to our programs in 2011.Objectives for Fiscal Year Beginning January 1, 20121. Continue to fund worthy programs via grants and philanthropic distributions. 2. Continue to promote endowments to support the Jewish community's institutions in perpetuity. 3. Continue to promote legacy planning and encourage donors to support the organizations they care about in perpetuity.4. Continue an emphasis on working with local agencies to encourage planned giving among their constituencies. (See Areivim grant award under accomplishments)Accomplishments In 2011, provided allocations and grants to almost 300 charitable 501(c)(3) organizations that provide health, educational, cultural and social services. Grants made from net assets totaled over $3.3 million dollars. We were one of five foundations from across the county to be selected to receive the prestigious "Areivim" matching grant. Areivim, a two year project, was launched the last quarter of 2010. It is a partnership between the Jewish Community Foundation of Southern Arizona and twelve participating organizations to build endowments for the future of the Jewish community. Participating organizations have received incentive grants, high-quality training and support, sample marketing materials, and other services during this initiative which will continue through 2012. Presented workshops to attorneys, CPAs and Financial Planners on such topics as Arizona ethics, tax consequences of decanting, recent changes to Medicare and Social Security and estate planning issues. 4794513 true true false false false true false false false true true true false false true false false true false false false false false false false false false true false true false false false false false false false false true false false true false false false false true true true false false true 25 0 true 13 true true true false false false false false false false false false 0 false false false false false false false false false false false X 30 29 true false false false false false false true true false false false false true true true true true true false false false AZ X The organization 5205770388 5546 E 4th Street 100 Tucson AZ 857111452 James Whitehill 1.00 X X 0 0 0 Thomas Newman 1.00 X 0 0 0 Brina Grusin 1.00 X 0 0 0 Keri Silvyn 3.00 X X 0 0 0 Ann Goldfein 1.00 X 0 0 0 Stuart Mellan 1.00 X 0 174216 27621 Howard Polster 1.00 X 0 0 0 Amy Lederman 1.00 X 0 0 0 Jeremy Sohn 1.00 X 0 0 0 Martha Sampson 1.00 X 0 0 0 Myron Rottenstein 2.00 X X 0 0 0 Ed Koven 1.00 X 0 0 0 Gail Mordka 1.00 X 0 0 0 Michael Miron 1.00 X 0 0 0 Jami Gan 1.00 X 0 0 0 Jeremy Lite 1.00 X X 0 0 0 Barry Friedman 1.00 X 0 0 0 Andra Karnofsky 1.00 X 0 0 0 Jeffery Katz 1.00 X 0 0 0 Jeff Jacobson 1.00 X 0 0 0 Anne Hameroff 1.00 X 0 0 0 Stuart Shatken 1.00 X X 0 0 0 Linda Tumarkin 1.00 X 0 0 0 Jennifer Cassius 1.00 X 0 0 0 Karen Faitelson 1.00 X 0 0 0 Goggy Davidowitz 1.00 X 0 0 0 Dina Benita 1.00 X 0 0 0 Harold Bongarten 1.00 X 0 0 0 Jane Ash 1.00 X 0 0 0 Bruce Beyer 3.00 X X 0 0 0 Steven Sim 1.00 X 0 0 0 Koreen Johannessen 3.00 X 0 0 0 Esther Sherberg 2.00 X 0 0 0 Larry Gellman 1.00 X 0 0 0 Daniel Gasch 5.00 X X 0 0 0 Jerry Neuman 3.00 X 0 0 0 Brenna Lacey 3.00 X 0 0 0 Carol Karsch 40.00 X 130691 0 16404 130691 174216 44025 1 false true false SEI Investments Co One Freedom Valley Drive Oaks PA 19456 Investment Mgr 126527 1 11000623 643404 11000623 Admin Fees/Other 493031 493031 493031 1119426 15735 1103691 0 0 8658 8658 8658 8658 12421594 2091 12469238 5495 -47644 -3404 -51048 -51048 0 0 0 0 12570690 493031 15735 1061301 3371531 3371531 0 0 0 147095 80833 48050 18212 0 241091 132487 78754 29850 12965 7125 4235 1605 28851 15855 9424 3572 27028 14853 8829 3346 0 3744 3464 203 77 20167 12209 5771 2187 0 0 70276 70150 91 35 325721 178994 106399 40328 69918 38422 22839 8657 26137 14363 8538 3236 24449 13436 7986 3027 0 132677 72910 43340 16427 13674 7514 4467 1693 0 12795 7031 4180 1584 0 0 29067 15973 9495 3599 647089 642712 3174 1203 Miscellaneous 25934 14254 8470 3210 Areivim expenses 80397 80397 0 5310606 4794513 374245 141848 500 500 2490563 1749472 0 54000 0 0 2104027 2104027 0 35536 16396 1520775 120466 1448401 1400309 663234 1072295 48939241 55965622 0 0 1941556 2125995 57623058 64488616 109275 185382 10888 8250 19296410 18403296 19416573 18596928 X 31157564 38712194 1372777 1500595 5676144 5678899 38206485 45891688 57623058 64488616 X 7260084 425119 X false true true X false false X 2542934 3246665 1362271 3421763 2500623 13074256 0 0 2542934 3246665 1362271 3421763 2500623 13074256 2957934 10116322 1356241 1269067 640574 1123562 1128084 5517528 0 0 18591784 1044905 0.54410 0.48530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 250 5766365 2651212 23366308 true true 15147953 4713486 155113 640155 46811 19329586 13396108 484753 1761829 464564 30173 15147953 10970467 64474 2892598 510199 21232 13396108 0.68100 0.29400 0.02500 false false false 1275861 1275861 91966 91966 66915 57005 9910 82902 60330 22572 3131 3131 1400309 55965622 Designated obligations 209039 Capital lease obligations 12600 Agency Funds 18181657 18403296 12570690 5310606 7260084 80512 344607 425119 7685203 12428321 80512 -226285 -145773 12574094 -3404 -3404 12570690 5074259 -236347 -236347 5310606 5310606 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. Endowments are held for donor restricted uses and donor advised purposes true See attached list Various Various AZ 85712 501(c)(3) 3121371 0 54 0 Grantmaker's Description of How Grants are Used Grants can only be distributed to 501(c)(3) organizations. Before distributions are made the organization is vetted by obtaining a copy of their IRS Determination Letter, contact information, and a copy of their mission statement. We obtain the organization's IRS status on GuideStar's Charity Check, which combines information from the IRS Determination letter, the IRS Pub 78, and the IRS BMF (Business Master File) reports. [IRS Revenue Procedure 2009-32 allows grantors to rely on third-party resources, such as GuideStar Charity Check, to obtain required Business Master File (BMF) data concerning a potential grantee's public charity classification under section 509(a)(1),(2) or (3)]Our board approves all new organizations before distributions are made. Annually the board re-approves our entire list of organizations after we have verified that their 501(c)(3) status is still in good order.Distributions for grants made for restricted purposes are accompanied with a letter stating that the funds can only be used for that purpose. The letters also include the following notation: This grant is made to your organization through the Jewish Community Foundation of Southern Arizona. By accepting this check, your organization certifies to the Jewish Community Foundation that no tangible benefit, goods, or services are received by any individuals or entities connected with the above-mentioned gift. These funds cannot be used for meeting pledge obligations already made.Restricted purpose grants that are to be made annually from endowment funds require that the organization provide us with a report of how the funds were used before the next year's grant will be distributed.Grants awarded under our competitive grants program require periodic reporting including copies of invoices and other supporting document prior to distributing funds to ensure funds are being used for the purpose intended.We do not make grants to individuals. X X X X false true false false false false false false false false Stuart Mellan 174216 27621 201837 Jeffrey Katz Board Member 43887 Rental of Office Space false X 22 643404 FMV false true false Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The policy of the Jewish Community Foundation is upon request, to make its audited financial statements and Conflict of Interest Policy available for viewing at the office of the Foundation. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Annually every board member is asked to sign a Conflict of Interest Statement as well as complete a form which discloses certain personal and business relationships. The board makes it a practice to put the following reminder on every written agenda that reads "Board members must disclose any potential conflict of interest related to the following agenda as well as topics discussed during the meeting". Periodically board members are also verbally reminded at the meeting to disclose any potential conflicts. In addition all employees and committee members are also required to sign a Conflict of Interest Statement. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process The Board formally assigned the responsibility of reviewing and approving the Form 990 to the Finance Committee without full Board approval on September 17, 2008. The Finance Committee meets, reviews and approves prior to filing. If there are any significant issues, the Finance Committee will bring them to the Board for informational purposes or approval. Form 990, Part VI, Line 2 Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et Trustees Keri Silvyn and James Whitehill are step siblings.Trustee Keri Silvyn is a partner in a law firm that provides legal services to another trustee, Jeffrey Katz. Client Note 1 - Controlled Foreign Partnership ReportingThe taxpayer was required to file Form 8865, but is not doing so under the constructive owners exception. The taxpayer has an interest in the following entity which filed Form 8865:1818 Partners, LP140 BroadwayNew York, NY 10005-1101The taxpayer would have had to file Form 8865 for its indirect ownership in the entity listed below but for this exception:1818 Master Partners, Ltd.68 Fort Street, PO Box 705GTNew York, NY 10005-1101 L2 Foundation 5546 E 4th Street Ste 100 Tucson AZ 85711 270697033 Charitable Support AZ 501(c)(3) 11 N/A true The Steven A Lightman Family Foundation 5546 E 4th Street Ste 100 Tucson AZ 85711 264077303 Charitable Support AZ 501(c)(3) 11 N/A true Jewish Federation of Southern Arizona 3822 E River Road Suite 100 Tucson AZ 85718 860096795 Charitable AZ 501(c)(3) 7 N/A false false true false false false false false false false false true false false false false false false false L2 Foundation k 18292 Cash Payment The Steven A Lightman Family Foundation k 5754 Cash Payment Jewish Federation of Southern Arizona b 808588 Cash Payment