2011-05-13T18:48:10-05:00 2010-06-30 AKT LLP 5946 Priestly Drive Suite 200 Carlsbad CA 92008 990 2009-07-01 330766395 The Chortek Family Foundation CHOR 8582792740 4950 Murphy Canyon Road San Diego CA 92123 marjory kaplan 8582792740 2011-05-12 1 Elsa A Romero 7604318440 2011-05-12 2009 2016-02-24 21:20:13Z MARJORY KAPLAN 4950 Murphy Canyon Road san diego CA 92123 307046 0 X WWW.JCFSANDIEGO.ORG X 1998 CA TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION. 9 8 0 8 0 0 43767 0 0 -276831 9616 0 -233064 9616 244583 174750 0 0 0 0 42817 37516 287400 212266 -520464 -202650 2285749 2474705 0 2285749 2474705 TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION. 0 0 174750 174750 DISTRIBUTION OF CONTRIBUTIONS TO RELIGIOUS, CHARITABLE, AND EDUCATIONAL ORGANIZATIONS 174750 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 9 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X Marjory Kaplan 8582792740 4950 MURPHY CANYON ROAD San Diego CA 92123 X PETER CHORTEK 1.00 X X 0 0 0 ELAINE CHORTEK 1.00 X X 0 0 0 SUSAN CHORTEK-WEISMAN 1.00 X X 0 0 0 MARJORY KAPLAN 1.00 X X 0 218601 23030 ROBERT CHORTEK 1.00 X 0 0 0 ANN JAFFE 1.00 X 0 0 0 ROBERT LAZARUS 1.00 X 0 0 0 ZELDA GOODMAN 1.00 X 0 0 0 ANDREW VITERBI 1.00 X 0 0 0 0 218601 23030 0 0 1 0 0 33713 33713 273333 297430 -24097 -24097 -24097 9616 0 0 9616 174750 174750 ADMINISTRATIVE FEES 28727 28727 BROKER FEES 8789 8789 212266 174750 37516 0 76832 71122 2208917 2403583 2285749 2474705 0 0 X 2285749 2474705 2285749 2474705 2285749 2474705 X 0 1 1 X 0 X X 0 0 0 JEWISH COMMUNITY FOUNDATION OF SAN DIEGO 952504044 11A 1 1 1 25000 1 25000 0 9616 212266 -202650 391621 -15 391606 188956 56226277 391621 55825040 56216661 9616 0 9616 64461618 64249352 64249352 212266 0 212266 Part XII, Line 2d - Other Adjustments: Revenues from related organization per consolidated GAAP statements: 55825040. Part XIII, Line 2d - Other Adjustments: expenses from related organization per consolidated GAAP statements: 64249352. 1 San Diego Jewish Academy 11860 Carmel Creek Road San Diego CA 92130 953287745 501(c)(3) 55000 general Agency for Jewish Education 4950 Murphy Canyon Road San Diego CA 92123 952542982 501(c)(3) 37500 general Jewish Community Foundation of San Diego 4950 Murphy Canyon Road San Diego CA 92123 952504044 501(c)(3) 25000 general United Jewish Federation of San Diego County 4950 Murphy Canyon Road San Diego CA 92123 951319015 501(c)(3) 15000 general Hillel of San Diego 5717 Lindo Paseo San Diego CA 92115 330519225 501(c)(3) 14750 general American Jewish Committee 1156 15th Street NW 1201 Washington DC DC 20005 135553393 501(c)(3) 10000 general American Jewish Joint Distribution Committee 711 Third Aveneu 10th Floor New York NY 10017 131656634 501(c)(3) 5000 general Jewish Family Service of San Diego 8804 BALBOA AVE San Diego CA 92123 951644024 501(c)(3) 5000 general Lawrence Family Jewish Community Center Jacobs Campus 4126 Executive Drive La Jolla CA 92037 951985444 501(c)(3) 5000 general generalgeneral 9 X X X X X 0 0 0 0 0 0 0 0 0 MARJORY KAPLAN 0 193601 0 25000 0 0 0 23030 0 0 0 241631 0 250801 Supplemental Information Part III The Human Resource Committee of the JEWISH COMMUNITY Foundation evaluates and approves executive compensation annually. The evaluation includes the review of comparability data. A written employment contract is issued and signed by the executive and the board chair. Form 990, Part VI, Section A, line 2 Peter and Elaine Chortek are husband and wife. Susan Chortek-Weisman and Robert Chortek are sister and brother, as well as the children of Peter and Elaine. Form 990, Part VI, Section B, line 11 A copy of the final form 990 is provided to all board members before filing. Each board member reviews the 990 and contacts management with any questions or concerns. Any changes that arise from the board review are communicated to all board members before filing the return. Form 990, Part VI, Section B, line 12c Annually the foundation requests that each board member disclose all conflicts of interest by completing a conflict of interest questionnaire. The Chortek Family Foundation does not pay any employees. The Jewish Community Foundation San Diego, a related organization, does compensate employees. The Jewish Community Foundation San Diego has a formal compensation review policy. Form 990, Part VI, Section C, line 19 These documents are made available to the public upon written request. FORM 990, PART XI, LINE 2C NO CHANGES FROM PRIOR YEAR JEWISH COMMUNITY FOUNDATION 4950 Murphy Canyon Road SAN DIEGO CA 92123 952504044 TO INCREASE SUPPORT FOR A VIBRANT AND SECURE JEWISH AND GENERAL COMMUNITY CA 501(c)(3) 509(a)(1) N/A 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 jewish community foundation of san diego B 25000 jewish community foundation of san diego Q 28727