JEWISH COMMUNITY FOUNDATION OF: Form 990, tax year 2009
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- Organization
- JEWISH COMMUNITY FOUNDATION OF (EIN 59-3343214)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-01-18
- IRS object ID
- 201100209349300505
- Schema version
- 2009v1.4
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-18T10:08:56-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LBA Certified Public Accountants PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 RIVERSIDE AVENUE SUITE 800 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 322024939 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593343214 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Community Foundation of | BusinessNameLine1 |
| Business Name Line2 | NorthEast Florida Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 9043940720 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4932 Sunbeam Rd No 200 | AddressLine1 |
| City | Jacksonville | City |
| State | FL | State |
| ZIP Code | 322576128 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAULETTE KEIFER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9043940720 | Phone |
| Date Signed | 2011-01-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9043964015 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PAULETTE KEIFER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4932 SUNBEAM ROAD | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32257 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1369957 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.JACKSONVILLEJEWISHFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | TO SUPPORT NONPROFIT ORGANIZATIONS, EDUCATE THE COMMUNITY ON GIFT PLANNING METHODS, ENSURE THE FUTURE OF NONPROFITS AND THE SERVICES TO OUR JEWISH AND SECULAR COMMUNITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1226899 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 699062 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 51310 | InvestmentIncomePriorYear |
| Investment Income Current Year | 13161 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 63833 | OtherRevenuePriorYear |
| Other Revenue Current Year | 56675 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1342042 | TotalRevenuePriorYear |
| Total Revenue Current Year | 768898 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1656784 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 811768 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 142006 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 136530 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 65780 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 118793 | OtherExpensePriorYear |
| Other Expenses Current Year | 132177 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1917583 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1080475 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -575541 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -311577 | RevenuesLessExpensesCY |
| Total Assets BOY | 2879973 | TotalAssetsBOY |
| Total Assets EOY | 2701140 | TotalAssetsEOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2879973 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2701140 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 943688 | Expense |
| Grants | 811768 | Grants |
| Description | CHARITABLE CONTRIBUTIONS TO VARIOUS NATIONAL, REGIONAL, AND LOCAL JEWISH WELFARE, PHILANTHROPIC, AND CHARITABLE ORGANIZATIONS. | Description |
| Total Program Service Expense | 943688 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAULETTE KEIFER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9043940720 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4932 SUNBEAM RD 200 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 322576128 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| PAULETTE KEIFER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 77500 | 0 | 0 | |
| MEL GOTTLIEB | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| BARbara Jaffe | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| BARRY Zisser | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| MARK SHORSTEIN | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| MICHAEL DONZIGER | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| SCOTT ACKERMAN | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| DR LEN ELIKAN | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| Dr Ron Elinoff | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| MARK LODINGER | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| SAndy Zimmerman | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| ANDREA MAIL | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| MARK GREEN | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| DR MITCHELL LEVINE | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| MICHAEL SCHNEIDER | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| David Robbins Esq | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| STEVE SHERMAN | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| STEVEN SILVERMAN | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| Richard Sisisky | ||||||
| President | 0.70 | 0 | 0 | 0 | X | |
| MELVYN FRUIT | ||||||
| VICE PRESIDENT | 0.70 | 0 | 0 | 0 | X | |
| JEFF EDWARDS | ||||||
| SECRETARY | 0.70 | 0 | 0 | 0 | X | |
| NEil Presser | ||||||
| VP, TREASURER | 0.70 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 77500 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 699062 | AllOtherContributions |
| Total Contributions | 699062 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26404 | TotalRevenueColumn |
| Exclusion | $26,404 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 587816 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 601059 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -13243 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -13243 | TotalRevenueColumn |
| Exclusion | -$13,243 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| INVESTMENT MANAGEMENT | 900099 | 56660 | $56,660 |
| Miscellaneous | 900099 | 15 | $15 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 56675 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 768898 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $69,836 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 811768 | Total |
| Program Services | 811768 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77500 | Total |
| Program Services | 7750 | ProgramServices |
| Management And General | 15500 | ManagementAndGeneral |
| Fundraising | 54250 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59030 | Total |
| Program Services | 21611 | ProgramServices |
| Management And General | 26141 | ManagementAndGeneral |
| Fundraising | 11278 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15750 | Total |
| Management And General | 15750 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6354 | Total |
| Management And General | 6354 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 930 | Total |
| Management And General | 930 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 476 | Total |
| Management And General | 476 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2229 | Total |
| Management And General | 2229 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| create a jewish legacy | 61605 | 61605 | |
| Investment Management F | 40954 | 40954 | |
| equipment maintenance | 2988 | 2988 | |
| Other | 384 | 384 | |
| Dues and Subscriptions | 255 | 255 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252 | Total |
| Fundraising | 252 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1080475 | Total |
| Program Services | 943688 | ProgramServices |
| Management And General | 71007 | ManagementAndGeneral |
| Fundraising | 65780 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107616 | BOY |
| EOY | 118870 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1542955 | BOY |
| EOY | 1181254 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24194 | BOY |
| EOY | 26570 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5846 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4601 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1027 | BOY |
| EOY | 1245 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1038520 | BOY |
| EOY | 1181824 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165661 | BOY |
| EOY | 191377 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2879973 | BOY |
| EOY | 2701140 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2562452 | BOY |
| EOY | 2342377 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33179 | BOY |
| EOY | 47992 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 284342 | BOY |
| EOY | 310771 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2879973 | BOY |
| EOY | 2701140 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2879973 | BOY |
| EOY | 2701140 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1639197 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1935378 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2050934 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1226899 | CurrentTaxYearMinus1Year |
| Current Tax Year | 699062 | CurrentTaxYear |
| Total | 7551470 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1639197 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1935378 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2050934 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1226899 | CurrentTaxYearMinus1Year |
| Current Tax Year | 699062 | CurrentTaxYear |
| Total | 7551470 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4406921 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3144549 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 90822 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 134364 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 142349 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51310 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13161 | CurrentTaxYear |
| Total | 432006 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 65273 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 74474 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 89528 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63833 | CurrentTaxYearMinus1Year |
| Current Tax Year | 56675 | CurrentTaxYear |
| Total | 349783 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8333259 | TotalSupport |
| Public Support Pertcentage170 | 0.37730 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.37460 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 39 | NumberDAFsHeld |
| Donor Advised Contributions | 546135 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 862472 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1963284 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 290553 | BeginningOfYearBalance |
| Contributions | 10703 | Contributions |
| Investment Earnings Or Losses | 33261 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 13725 | GrantsOrScholarships |
| Administrative Expenses | 3796 | AdministrativeExpenses |
| End Of Year Balance | 316996 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 361972 | BeginningOfYearBalance |
| Contributions | 1158 | Contributions |
| Investment Earnings Or Losses | -43295 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 25294 | GrantsOrScholarships |
| Administrative Expenses | 3988 | AdministrativeExpenses |
| End Of Year Balance | 290553 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.02690 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.97310 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5846 | OtherCostOrOtherBasis |
| Depreciation | 4601 | Depreciation |
| Book Value | 1245 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1245 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CASH SURRENDER VALUE OF LIFE INSURANCE | 173669 | F |
| PRESENT VALUE OF FUTURE INTEREST IN CHARITABLE REMAINDER TRUSTS | 17708 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 191377 | TotalOfBookValueSecurities |
| Total Revenue | 768898 | TotalRevenue |
| Total Expenses | 1080475 | TotalExpenses |
| Excess Or Deficit For Year | -311577 | ExcessOrDeficitForYear |
| Other | $132,744 | OtherAmount |
| Total Adjustments | 132744 | TotalAdjustments |
| Excess Or Deficit Per FS | -178833 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 914842 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 132744 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 13200 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 145944 | RevenueNotRptdF990 |
| Revenue Subtotal | 768898 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 768898 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1093675 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 13200 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 13200 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1080475 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1080475 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | Selected Temporarily and Permanently Restricted Endowment Assets: During the years 1995 through 1999, the Foundation became the trustee and remainder beneficiary in three charitable remainder trusts. Under the terms of the trust agreements, the Foundation, in its capacity as trustee, is required to make payments to the donors in each taxable year during the lifetime of the donor, in amounts ranging from 5% to 7% of the fair value of the trust assets as of the first day of each taxable year. These payments are made in quarterly installments. Upon the death of the donor, the remainder assets of the trust are normally distributed to the Foundation for its general purposes. As of June 30, 2010 and 2009, a valuation of the remainder interests was performed using published life expectancy tables and an assumed rate of growth of the trust assets of 5%. During 2007, the donor of one of the charitable remainder trusts died and the value of the account at the time of death was transferred to the Foundation. The Foundation entered into an agreement with the decedent's children to establish a perpetual endowment with the funds received from the charitable remainder trust. The amount of the endowment created was $62,613. During 1995, the Foundation received trust assets from the Jacksonville Jewish Federation which were invested in a money market account and mutual funds. The donor restricted the gift to be used to establish a perpetual endowment. The endowment is restricted to be used to support the Jacksonville Jewish Federation, Jewish Community Alliance and Beth Shalom congregation. Once the fund reached $75,000, then every January, five percent of the account value at December 31 of the previous year must be distributed evenly between the beneficiaries. No distributions shall be made if the fund falls below $75,000. There were no distributions during the years ended June 30, 2010 and 2009. During November 1999, the Foundation received a gift of cash, which was invested in marketable securities and a money market account. The donor restricted the gift to be used to establish a perpetual endowment. Earnings on the account are restricted for use by the Jewish Family and Community Services. There were $7,464 and $7,961 in distributions during the years ended June 30, 2010 and 2009, respectively. During December 2000, the Foundation received a gift of cash, which was invested in marketable securities and a money market account. The donor restricted the gift to be used to establish a perpetual endowment to be used to support the National Council of Jewish Women. Five percent of the account value at June 30th of the previous fiscal year may be distributed. There were no distributions during the year ended June 30, 2010, and $275 in distributions during the year ended June 30, 2009. During October 2002, the Foundation received a gift of cash, which was invested in marketable securities. The donor restricted the gift to be used to establish a perpetual endowment to be used to support enrollees in the Jewish Community Alliance Early Childhood and Camp Programs. Only the interest income may be distributed and only after the passing of both donors. There were no distributions during the years ended June 30, 2010 and 2009. During 2004, the Foundation received a gift of cash, which was invested in a money market account. The donor restricted the gift to be used to establish a perpetual endowment. Earnings on the account are restricted for use in the community of Slutsk for reclamation of Jewish headstones and other cemetery related Jewish programming. No distributions shall be made until the fund reaches the minimum endowment balance. There were no distributions during the years ended June 30, 2010 and 2009. During 2007, the Foundation received a gift of cash, which was invested in marketable securities. The donor restricted the gift to be used to establish a perpetual endowment. Earnings on the account are restricted for use by the Gainesville Hillel, Inc. There were $1,500 distributions during the year ended June 30, 2010 and $3,000 in distributions during the year ended June 30, 2009. During 2010 and 2009, the Foundation received various individual donations and a grant from a private institution to fund the Create a Jewish Legacy program. These funds are restricted for the operations of this program. The program had unspent funds of $24,059 and $8,439 at June 30, 2010 and 2009, respectively. |
| Part XI, Line 8 - Other Adjustments: | UNREALIZED GAIN ON INVESTMENTS: 133565. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS: -821. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (16 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| JACKSONVILLE JEWISH FEDERATION | |||||||
| 8505 SAN JOSE BLVD | JACKSONVILLE | FL | 32217 | 590637864 | 501(C)(3) | 107650 | Support organization |
| JACKSONVILLE JEWISH CENTER | |||||||
| 3662 Crown Point Rd | JACKSONVILLE | FL | 32267 | 590624411 | 501(C)(3) | 317067 | Support organization |
| Baptist Health Foundation | |||||||
| 836 Prudential Dr | JACKSONVILLE | FL | 32207 | 592487135 | 501(C)(3) | 20100 | Support organization |
| CONGREGATION AHAVATH CHESED | |||||||
| 8727 San Jose Blvd | JACKSONVILLE | FL | 32217 | 590774176 | 501(C)(3) | 8456 | Support organization |
| St Vincent's Foundation Inc | |||||||
| PO Box 41564 | JACKSONVILLE | FL | 32203 | 592219923 | 501(C)(3) | 20000 | Support organization |
| University of North Florida | |||||||
| 1 UNF Drive | JACKSONVILLE | FL | 32224 | 591982921 | 501(C)(3) | 29000 | Support organization |
| United Way of Northeast Florida | |||||||
| PO Box 41428 | JACKSONVILLE | FL | 32203 | 590637825 | 501(C)(3) | 21500 | Support organization |
| AMERICAN JEWISH JOINT DIST COMMITTEE | |||||||
| 711 3RD AVE 10TH FLOOR | NEW YORK | NY | 10017 | 501(C)(3) | 10000 | Support organization | |
| AMERICAN RED CROSS NE FL | |||||||
| 751 RIVERSIDE AVE | JACKSONVILLE | FL | 32204 | 501(C)(3) | 6000 | Support organization | |
| COMMUNITY HOSPICE | |||||||
| 4266 SUNBEAM ROAD | JACKSONVILLE | FL | 32257 | 501(C)(3) | 5160 | Support organization | |
| GIVE KIDS THE WORLD | |||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | 501(C)(3) | 14000 | Support organization | |
| HADASSAH | |||||||
| 2327 MILLER OAKS ROAD N | JACKSONVILLE | FL | 32217 | 501(C)(3) | 6000 | Support organization | |
| HILLEL SCHOOL OF TAMPA | |||||||
| 2020 W FLETCHER AVE | TAMPA | FL | 33612 | 501(C)(3) | 6000 | Support organization | |
| MARTIN J GOTTLIEB DAY SCHOOL | |||||||
| 3662 CROWN POINT RD | JACKSONVILLE | FL | 32267 | 501(C)(3) | 5427 | Support organization | |
| RIVER GARDEN HEBREW HOME | |||||||
| 11401 OLD ST AUGUSTINE ROAD | JACKSONVILLE | FL | 32258 | 501(C)(3) | 7100 | Support organization | |
| WOLFSON CHILDREN'S HOSPITAL | |||||||
| 841 PRUDENTIAL DRIVE STE 1300 | JACKSONVILLE | FL | 32207 | 501(C)(3) | 5166 | Support organization | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 17 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Executive director monitors use of funds in accordance with Organization's purpose. In addition to the purposes of the Foundation expressed in its bylaws, donors may suggest and the Board of Trustees may authorize distributions to organizations that do not directly benefit the Jacksonville community or Jewish causes if the beneficiary is a qualified 501(c)(3) organization. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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, Etz Chaim Synagogue, Jacksonville Jewish Center, Jewish Community Alliance, Jewish Family & Community Services, and River Garden Hebrew Home. Per the bylaws of the Corporation, any organization organized and operated exclusively for charitable, education, religious, or scientific purposes qualified as an exempt organization under Section 501(c)(3) of the Internal Revenue Code that is based in Jacksonville, 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 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 and filed with the IRS. |
| Form 990, Part VI, Section B, line 15a | The treasurer of the organization researches salary ranges and makes recommendation 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. |
| FORM 990, PART XI, LINE 2C: | The organization has not changed its oversight of the audit or its selection of an independent accountant. |
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