2011-11-11T12:21:14-08:00 2010-12-31 REBOWE & COMPANY CPAs APC 3501 NCauseway BlvdSte 810 Metairie LA 70002 990 2010-01-01 720638456 JEWISH ENDOWMENT FOUNDATION JEWI 5045244559 615 BARONNE STREET NEW ORLEANS LA 70113 SAUNDRA LEVY 2011-11-11 Jack B Kase CPA PFS 5048379116 2010 2016-02-24 21:20:13Z 3068570 false false X www.jefno.org X 1967 LA THE 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. 36 36 9 0 1292997 2394658 0 434451 470562 0 1727448 2865220 1567314 3387460 0 427270 433881 0 0 194641 153239 2189225 3974580 -461777 -1109360 31416363 35513227 3541679 6701865 27874684 28811362 THE 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. false false 3387460 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS 3387460 true true false false false true false false false true true false false false true true false true false false false false false false false false false true false false false false false false false false false false false false false false false false false false true false false false false true 10 0 true 9 true false false true UK false false false false false false false false 0 false false false false false true true false false false false X 36 36 false false false false true false true true true false false false true true true true true true true true false false X JEWISH ENDOWMENT FOUNDATION 5045244559 615 BARONNE ST 150 NEW ORLEANS LA 701131019 WALTER H WEIL III 1.00 X 0 0 0 TAMARA K JACOBSON 1.00 X 0 0 0 SERENA E POLLACK 1.00 X 0 0 0 SAUNDRA K LEVY 35.00 X 126016 0 11090 ROBERT B BRICKMAN 1.00 X 0 0 0 RICHARD FRIEDMAN 1.00 X 0 0 0 RICHARD CAHN 5.00 X 0 0 0 PETER MAYER 1.00 X 0 0 0 OSCAR TOLMAS 1.00 X 0 0 0 MORTON KATZ 5.00 X 0 0 0 MIMI SCHLESINGER 1.00 X 0 0 0 MICHAEL WEIL 1.00 X 0 0 0 MAX TOBIAS 1.00 X 0 0 0 MARK MINTZ 1.00 X 0 0 0 MARILYN PAILET ZACKIN 1.00 X 0 0 0 MARCUS HIRSCH 1.00 X 0 0 0 LAWRENCE M LEHMANN 1.00 X 0 0 0 JULIE WISE ORECK 5.00 X 0 0 0 JOYCE PULITZER 5.00 X 0 0 0 JONATHAN KATZ 1.00 X 0 0 0 JONATHAN FAWER 1.00 X 0 0 0 JOHN HASPEL 1.00 X 0 0 0 JOAN BERENSON 1.00 X 0 0 0 JAMES M SPIRO 1.00 X 0 0 0 JAMES L WEISS 1.00 X 0 0 0 ISIDORE COHN JR 1.00 X 0 0 0 HARRY BLUMENTHAL JR 1.00 X 0 0 0 EDWARD L SOLL MD 5.00 X 0 0 0 DIANE FRANCO 1.00 X 0 0 0 CHARLES A LEVY III 5.00 X 0 0 0 CARY AMANN 1.00 X 0 0 0 CAROL B WISE 5.00 X 0 0 0 CAROL B GOOD 1.00 X 0 0 0 ANN C FISHMAN 1.00 X 0 0 0 ANDREA S ANDI LESTELLE 1.00 X 0 0 0 ALLAN BISSINGER 1.00 X 0 0 0 126016 11090 1 false false false 0 2394658 2394658 0 673912 673912 0 0 0 203350 -203350 -203350 -203350 0 0 0 0 2865220 -203350 673912 3387460 3387460 0 0 0 137106 137106 0 213055 213055 0 60313 60313 23407 23407 0 0 0 0 0 0 0 0 7700 7700 0 0 39673 39673 0 0 0 300 300 0 16312 16312 6680 6680 PROFESSIONAL FEES 30902 30902 LEGAL & ACCOUNTING FEES 106888 106888 INVESTMENT ADVISORY FEES 44295 44295 DEVELOPMENT 93298 93298 ADMINISTRATIVE AND GENERAL 10469 10469 -203278 -203278 3974580 3387460 587120 0 52855 22757 1266034 4265019 0 2368231 2532604 0 0 0 0 0 146176 103393 55184 42783 26994872 27939051 485849 514238 0 0 193338 196775 31416363 35513227 355991 472764 163045 98734 3022643 6130367 3541679 6701865 X 4786844 4166113 22423263 23980672 664577 664577 27874684 28811362 31416363 35513227 X -1109360 2046038 X false true true X false false X 3395883 5308625 3062688 1292997 2394658 15454851 0 0 3395883 5308625 3062688 1292997 2394658 15454851 577506 14877345 586511 725957 762094 708628 673912 3457102 0 0 18911953 0.78670 0.84500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 424 1931371 3258810 19922802 true true 664577 664577 664577 664577 664577 664577 1.00000 false false false 146176 103393 42783 42783 FUNDS HELD IN TRUST 6130367 6130367 2865220 3974580 -1109360 1852046 193992 2046038 936678 5127476 1852046 410210 2262256 2865220 2865220 4190798 216218 216218 3974580 3974580 Part X Part X : FIN48 Footnote ON 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 2d Part XIII, Line 2d: Other expenses and losses per audited F/S REIMBURSED ADMINISTRATIVE COSTS $202727 INSURANCE REIMBURSEMENT $13491 Part XII, Line 2d Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 CHANGE IN VALUE OF SPLIT-INT AGREEMENTS $193992 REIMBURSED ADMINISTRATIVE COSTS $202727 INSURANCE REIMBURSEMENT $13491 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances CHANGE IN SPLIT-INTEREST $193992 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. TO PROVIDE AS A RESOURCE TO JEWISH AND OTHER 501(C)(3) CHARITIES. true SEE ATTACHED 615 BARONNE ST 150 NEW ORLEANS LA 70113 1852891 0 VARIOUS 45 0 Grantmaker's Description of How Grants are Used REQUIRES AN EVALUATION AND MUST BE A 501(C)(3). Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees INDEPENDENT BUDGET/FINANCE COMMITTEE AND EXECUTIVE COMMITTEE ARE USED TO DETERMINE THE COMPENSATION FOR EXECUTIVES AND OTHER EMPLOYEES. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts A QUESTIONNAIRE WILL BE SENT ANNUALLY TO OFFICERS AND DIRECTORS TO INQUIRE ABOUT ANY CONFLICTS OF INTEREST. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process THE 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 6 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder JEWISH FEDERATION OF GREATER NEW ORLEANS - 1 SHARE OF STOCK ROBERT B & SHIRLEY K HASPEL ENDOWMENT 615 BARONNE ST NEW ORLEANS LA 70113 720961469 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LA 501(C)(3) 11 TYPE II N/A false LOWENBURG FAMILY ENDOWMENT FOUNDATION 615 BARONNE ST NEW ORLEANS LA 70113 721404149 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LA 501(C)(3) 11 TYPE II N/A false JEWISH FEDERATION OF GREATER NEW ORLEANS 3747 W ESPLANADE AVE METAIRIE LA 70002 720408938 TO PROVIDE SUPPORT FOR THE JEWISH COMMUNITY LA 501(C)(3) 11 TYPE III-FI N/A false JEF REALTY FOUNDATION 615 BARONNE ST NEW ORLEANS LA 70113 721264469 TITLE HOLDING COMPANY FOR JEWISH ENDOWMENT FOUNDATION LA 501(C)(25) N/A false JEAN AND SAUL A MINTZ FAMILY FOUNDATION 615 BARONNE ST NEW ORLEANS LA 70113 721336540 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LA 501(C)(3) 11 TYPE II N/A false HOLLEY PAVY AND JOHN M DEBLOIS FOUNDAT 615 BARONNE ST NEW ORLEANS LA 70113 720959022 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LA 501(C)(3) 11 TYPE II N/A false FERBER FAMILY OF HOUMA FOUNDATION 615 BARONNE ST NEW ORLEANS LA 70113 721221647 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LA 501(C)(3) 11 TYPE II N/A false DR AND MRS ISIDORE COHN JR FOUNDATION 615 BARONNE ST NEW ORLEANS LA 70113 721427573 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LA 501(C)(3) 11 TYPE II N/A false false false false false false false false false false false false false false false false false false false