JEWISH ENDOWMENT FOUNDATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
JEWISH ENDOWMENT FOUNDATION (EIN 72-0638456)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-11
IRS object ID
201113159349303361
Schema version
2010v3.2
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)
Timestamp2011-11-11T12:21:14-08:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1REBOWE & COMPANY CPAs APCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13501 NCauseway BlvdSte 810AddressLine1
CityMetairieCity
StateLAState
ZIP Code70002ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN720638456EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JEWISH ENDOWMENT FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone5045244559Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1615 BARONNE STREETAddressLine1
CityNEW ORLEANSCity
StateLAState
ZIP Code70113ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSAUNDRA LEVYName
TitleExecutive DirectorTitle
Date Signed2011-11-11DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJack B Kase CPA PFSName
Phone5048379116Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts3068570GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501c3XOrganization501c3
Web Sitewww.jefno.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1967YearFormation
State Legal DomicileLAStateLegalDomicile
Activity Or Mission DescriptionTHE JEWISH ENDOWMENT FOUNDATION (JEF), CHARTERED IN 1967, WAS ESTABLISHED TO RECEIVE, ADMINISTER AND DISTRIBUTE PROPERTY TO SERVE THE JEWISH COMMUNITY OF NEW ORLEANS AND OTHER TAX EXEMPT ORGANIZATIONS OF JEWISH INTEREST. CREATED AS A RESERVE FOR THE FUTURE AND AN INSURANCE POLICY FOR JEWISH CHILDREN, JEF HELPS TO MAINTAIN AND ENHANCE JEWISH LIFE IN OUR COMMUNITY, PROTECTS JEWISH INSTITUTIONS, AND PROVIDES FINANCIAL SUPPORT FOR NEEDED PROJECTS THAT WITHOUT JEF MIGHT GO UNFUNDED.ActivityOrMissionDescription
Nbr Voting Members Governing Body36NbrVotingMembersGoverningBody
Nbr Independent Voting Members36NbrIndependentVotingMembers
Total Nbr Employees9TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year1292997ContributionsGrantsPriorYear
Contributions Grants Current Year2394658ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year434451InvestmentIncomePriorYear
Investment Income Current Year470562InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year1727448TotalRevenuePriorYear
Total Revenue Current Year2865220TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1567314GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY3387460GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year427270SalariesEtcPriorYear
Salaries Etc Current Year433881SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year194641OtherExpensePriorYear
Other Expenses Current Year153239OtherExpensesCurrentYear
Total Expenses Prior Year2189225TotalExpensesPriorYear
Total Expenses Current Year3974580TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-461777RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-1109360RevenuesLessExpensesCY
Total Assets BOY31416363TotalAssetsBOY
Total Assets EOY35513227TotalAssetsEOY
Total Liabilities BOY3541679TotalLiabilitiesBOY
Total Liabilities EOY6701865TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY27874684NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY28811362NetAssetsOrFundBalancesEOY
Mission DescriptionTHE JEWISH ENDOWMENT FOUNDATION (JEF), CHARTERED IN 1967, WAS ESTABLISHED TO RECEIVE, ADMINISTER AND DISTRIBUTE PROPERTY TO SERVE THE JEWISH COMMUNITY OF NEW ORLEANS AND OTHER TAX EXEMPT ORGANIZATIONS OF JEWISH INTEREST. CREATED AS A RESERVE FOR THE FUTURE AND AN INSURANCE POLICY FOR JEWISH CHILDREN, JEF HELPS TO MAINTAIN AND ENHANCE JEWISH LIFE IN OUR COMMUNITY, PROTECTS JEWISH INSTITUTIONS, AND PROVIDES FINANCIAL SUPPORT FOR NEEDED PROJECTS THAT WITHOUT JEF MIGHT GO UNFUNDED.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense3387460Expense
DescriptionCONTRIBUTIONS TO CHARITABLE ORGANIZATIONSDescription
Total Program Service Expense3387460TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundstrueDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109610NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees9NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountryUKNameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Quid Pro Quo DisclosurefalseQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionstrueTaxableDistributions
Distribution To DonortrueDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Licensed More Than One StatefalseLicensedMoreThanOneState
Indoor Tanning ServicesfalseIndoorTanningServices
Form720 FiledfalseForm720Filed
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members36NbrVotingGoverningBodyMembers
Number Independent Voting Members36NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Policies Reference ChaptersfalsePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonJEWISH ENDOWMENT FOUNDATIONNamePerson
Telephone Number5045244559TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1615 BARONNE ST 150AddressLine1
CityNEW ORLEANSCity
StateLAState
ZIP Code701131019ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (36 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
WALTER H WEIL III
Director1.00X000
TAMARA K JACOBSON
Director1.00X000
SERENA E POLLACK
Director1.00X000
SAUNDRA K LEVY
Executive Direc35.00126016011090X
ROBERT B BRICKMAN
Director1.00X000
RICHARD FRIEDMAN
Director1.00X000
RICHARD CAHN
Vice President5.00X000
PETER MAYER
Director1.00X000
OSCAR TOLMAS
Director1.00X000
MORTON KATZ
Vice President5.00X000
MIMI SCHLESINGER
Secretary1.00X000
MICHAEL WEIL
Director1.00X000
MAX TOBIAS
Director1.00X000
MARK MINTZ
Director1.00X000
MARILYN PAILET ZACKIN
Director1.00X000
MARCUS HIRSCH
ASST SECRECTARY1.00X000
LAWRENCE M LEHMANN
Director1.00X000
JULIE WISE ORECK
FEDERATION PRES5.00X000
JOYCE PULITZER
PAST PRESIDENT5.00X000
JONATHAN KATZ
Director1.00X000
JONATHAN FAWER
Director1.00X000
JOHN HASPEL
Director1.00X000
JOAN BERENSON
Director1.00X000
JAMES M SPIRO
Director1.00X000
JAMES L WEISS
Director1.00X000
ISIDORE COHN JR
Director1.00X000
HARRY BLUMENTHAL JR
Director1.00X000
EDWARD L SOLL MD
Vice President5.00X000
DIANE FRANCO
Director1.00X000
CHARLES A LEVY III
President5.00X000
CARY AMANN
Director1.00X000
CAROL B WISE
Treasurer5.00X000
CAROL B GOOD
Director1.00X000
ANN C FISHMAN
Director1.00X000
ANDREA S ANDI LESTELLE
Treasurer1.00X000
ALLAN BISSINGER
Director1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org126016TotalReportableCompFromOrg
Total Other Compensation11090TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions2394658AllOtherContributions
Total Contributions2394658TotalContributions
Total Program Service Revenue0TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column673912TotalRevenueColumn
Exclusion$673,912ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities203350Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-203350Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-203350TotalRevenueColumn
Related Or Exempt Function Income-203350RelatedOrExemptFunctionIncome

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2865220TotalRevenueColumn
Related Or Exempt Function Income-203350RelatedOrExemptFunctionIncome
Exclusion$673,912ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total3387460Total
Program Services3387460ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total137106Total
Management And General137106ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total213055Total
Management And General213055ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total60313Total
Management And General60313ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total23407Total
Management And General23407ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total0Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total7700Total
Management And General7700ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total39673Total
Management And General39673ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total0Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total

Interest Interest

FieldValueIRS element (for citing)
Total300Total
Management And General300ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total16312Total
Management And General16312ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total6680Total
Management And General6680ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
PROFESSIONAL FEES3090230902
LEGAL & ACCOUNTING FEES106888106888
INVESTMENT ADVISORY FEES4429544295
DEVELOPMENT9329893298
ADMINISTRATIVE AND GENERAL1046910469

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total-203278Total
Management And General-203278ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total3974580Total
Program Services3387460ProgramServices
Management And General587120ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY52855BOY
EOY22757EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1266034BOY
EOY4265019EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2368231BOY
EOY2532604EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
EOY0EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis146176LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec103393LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY55184BOY
EOY42783EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY26994872BOY
EOY27939051EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY485849BOY
EOY514238EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY193338BOY
EOY196775EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY31416363BOY
EOY35513227EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY355991BOY
EOY472764EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY163045BOY
EOY98734EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY3022643BOY
EOY6130367EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3541679BOY
EOY6701865EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY4786844BOY
EOY4166113EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY22423263BOY
EOY23980672EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY664577BOY
EOY664577EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY27874684BOY
EOY28811362EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY31416363BOY
EOY35513227EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-1109360ReconcilationRevenueExpenses
Reconcilation Other Changes2046038ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredfalseFederalGrantAuditRequired
Federal Grant Audit PerformedfalseFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3395883CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5308625CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3062688CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1292997CurrentTaxYearMinus1Year
Current Tax Year2394658CurrentTaxYear
Total15454851Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3395883CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5308625CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3062688CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1292997CurrentTaxYearMinus1Year
Current Tax Year2394658CurrentTaxYear
Total15454851Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total577506AmountsSubstContributorsTotal
Public Support Total17014877345PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years586511CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years725957CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years762094CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year708628CurrentTaxYearMinus1Year
Current Tax Year673912CurrentTaxYear
Total3457102Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Total Support18911953TotalSupport
Public Support Pertcentage1700.78670PublicSupportPertcentage170
Public Support Pertcent Prior Year0.84500PublicSupportPertcentPriorYear
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 Held424NumberDAFsHeld
Donor Advised Contributions1931371DonorAdvisedContributions
Grants Paid From Donor Funds3258810GrantsPaidFromDonorFunds
Aggregate DAF Value19922802AggregateDAFValue
Disclosed Orgs Legal ControltrueDisclosedOrgsLegalControl
Disclosed For Charitable PurposestrueDisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance664577BeginningOfYearBalance
End Of Year Balance664577EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance664577BeginningOfYearBalance
End Of Year Balance664577EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance664577BeginningOfYearBalance
End Of Year Balance664577EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis146176OtherCostOrOtherBasis
Depreciation103393Depreciation
Book Value42783BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings42783TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionFUNDS HELD IN TRUSTDescription
Amount$6,130,367Amount
FieldValueIRS element (for citing)
Total Of Amounts6130367TotalOfAmounts
Total Revenue2865220TotalRevenue
Total Expenses3974580TotalExpenses
Excess Or Deficit For Year-1109360ExcessOrDeficitForYear
Net Unrealized GL On Investments1852046NetUnrealizedGLOnInvestments
Other$193,992OtherAmount
Total Adjustments2046038TotalAdjustments
Excess Or Deficit Per FS936678ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt5127476TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments1852046NetUnrealizedGainsInvestments
Other Revenues410210OtherRevenues
Revenue Not Rptd F9902262256RevenueNotRptdF990
Revenue Subtotal2865220RevenueSubtotal
Total Revenue Per Form9902865220TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt4190798TotExpensesEtcAuditedFinclStmt
Other Expenses Included216218OtherExpensesIncluded
Expenses Not Rptd F990216218ExpensesNotRptdF990
Expenses Subtotal3974580ExpensesSubtotal
Total Expenses Per Form9903974580TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part XPart X : FIN48 FootnoteON JANUARY 1, 2009, THE FOUNDATION ADOPTED A STANDARD RELATING TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE TAX EFFECT FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS, ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFITS OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD BE MORE LIKELY THAN NOT TO SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE LIKELY THAN NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED, UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. AT THE ADOPTION DATE, THE FOUNDATION APPLIED THE NEW ACCOUNTING STANDARD TO ALL TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINED OPEN. THE FOUNDATION DID NOT MAKE ANY ADJUSTMENT TO BEGINNING NET ASSETS AS A RESULT OF THE IMPLEMENTATION OF THE NEW ACCOUNTING STANDARD. BASE ON ITS EVALUATION, THE FOUNDATION HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY THE INTERNAL REVENUE SERVICE FOR THE YEARS BEFORE 2007.
Part XIII, Line 2dPart XIII, Line 2d: Other expenses and losses per audited F/SREIMBURSED ADMINISTRATIVE COSTS $202727 INSURANCE REIMBURSEMENT $13491
Part XII, Line 2dPart XII, Line 2d: Other revenue amounts included in F/S but not included on form 990CHANGE IN VALUE OF SPLIT-INT AGREEMENTS $193992 REIMBURSED ADMINISTRATIVE COSTS $202727 INSURANCE REIMBURSEMENT $13491
Part XI, Line 8Part XI, Line 8: Other Changes in Net Assets or Fund BalancesCHANGE IN SPLIT-INTEREST $193992
Part V, Line 4Part V, Line 4: Intended uses of the endowment fund.TO PROVIDE AS A RESOURCE TO JEWISH AND OTHER 501(C)(3) CHARITIES.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHEDBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1615 BARONNE ST 150AddressLine1
CityNEW ORLEANSCity
StateLAState
ZIP Code70113ZIPCode
FieldValueIRS element (for citing)
Amount Of Cash Grant1852891AmountOfCashGrant
Amount Of Non Cash Assistance0AmountOfNonCashAssistance
Purpose Of GrantVARIOUSPurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants45TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierGrantmaker's Description of How Grants are UsedIdentifier
ExplanationREQUIRES AN EVALUATION AND MUST BE A 501(C)(3).Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Line 19Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableTHE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
Form 990, Part VI, Line 15bForm 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesINDEPENDENT BUDGET/FINANCE COMMITTEE AND EXECUTIVE COMMITTEE ARE USED TO DETERMINE THE COMPENSATION FOR EXECUTIVES AND OTHER EMPLOYEES.
Form 990, Part VI, Line 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsA QUESTIONNAIRE WILL BE SENT ANNUALLY TO OFFICERS AND DIRECTORS TO INQUIRE ABOUT ANY CONFLICTS OF INTEREST.
Form 990, Part VI, Line 11Form 990, Part VI, Line 11: Form 990 Review ProcessTHE EXECUTIVE COMMITTEE WILL REVIEW THE TAX RETURN. FORM 990 MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING BY EMAIL NOTIFICATION OF ITS AVAILABILITY ON THE ORGANIZATION'S WEBSITE USING THE PASSWORD PROVIDED.
Form 990, Part VI, Line 6Form 990, Part VI, Line 6: Explanation of Classes of Members or ShareholderJEWISH FEDERATION OF GREATER NEW ORLEANS - 1 SHARE OF STOCK

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
ROBERT B & SHIRLEY K HASPEL ENDOWMENT
615 BARONNE STNEW ORLEANSLA70113720961469CONTRIBUTIONS TO CHARITABLE ORGANIZATIONSLA501(C)(3)11 TYPE IIN/Afalse
LOWENBURG FAMILY ENDOWMENT FOUNDATION
615 BARONNE STNEW ORLEANSLA70113721404149CONTRIBUTIONS TO CHARITABLE ORGANIZATIONSLA501(C)(3)11 TYPE IIN/Afalse
JEWISH FEDERATION OF GREATER NEW ORLEANS
3747 W ESPLANADE AVEMETAIRIELA70002720408938TO PROVIDE SUPPORT FOR THE JEWISH COMMUNITYLA501(C)(3)11 TYPE III-FIN/Afalse
JEF REALTY FOUNDATION
615 BARONNE STNEW ORLEANSLA70113721264469TITLE HOLDING COMPANY FOR JEWISH ENDOWMENT FOUNDATIONLA501(C)(25)N/Afalse
JEAN AND SAUL A MINTZ FAMILY FOUNDATION
615 BARONNE STNEW ORLEANSLA70113721336540CONTRIBUTIONS TO CHARITABLE ORGANIZATIONSLA501(C)(3)11 TYPE IIN/Afalse
HOLLEY PAVY AND JOHN M DEBLOIS FOUNDAT
615 BARONNE STNEW ORLEANSLA70113720959022CONTRIBUTIONS TO CHARITABLE ORGANIZATIONSLA501(C)(3)11 TYPE IIN/Afalse
FERBER FAMILY OF HOUMA FOUNDATION
615 BARONNE STNEW ORLEANSLA70113721221647CONTRIBUTIONS TO CHARITABLE ORGANIZATIONSLA501(C)(3)11 TYPE IIN/Afalse
DR AND MRS ISIDORE COHN JR FOUNDATION
615 BARONNE STNEW ORLEANSLA70113721427573CONTRIBUTIONS TO CHARITABLE ORGANIZATIONSLA501(C)(3)11 TYPE IIN/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

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