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JEWISH COMMUNITY ALLIANCE FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JEWISH COMMUNITY ALLIANCE FOUNDATION INC (EIN 82-1992641)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-13
IRS object ID
202621339349306112
Schema version
2024v5.1
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)
Return2026-05-13T15:02:41+00:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN440160260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Forvis Mazars LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1255 South Orange Avenue Suite 600AddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32801ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN821992641EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY ALLIANCE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone9047302100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18505 SAN JOSE BLVDAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32217ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROCHELLE STODDARDPersonNm
Person TitleCEOPersonTitleTxt
Phone9047302100PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPeter GublerPreparerPersonNm
PTINP00190185PTIN
Phone4077405400PhoneNum
Preparation2026-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROCHELLE STODDARDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line18505 SAN JOSE BLVDAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32217ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,431,718GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressNAWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2016FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTO SUPPORT & ASSIST VARIOUS ORGANIZATIONS TO MEET THE NEEDS OF THE JACKSONVILLE JEWISH COMMUNITYActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers13TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$196,524PYContributionsGrantsAmt
CY Contributions Grants$1,169,533CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$712,647PYInvestmentIncomeAmt
CY Investment Income$1,262,185CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$909,171PYTotalRevenueAmt
CY Total Revenue$2,431,718CYTotalRevenueAmt
PY Grants And Similar Paid$2,466,066PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,851,123CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$86,549PYOtherExpensesAmt
CY Other Expenses$97,816CYOtherExpensesAmt
PY Total Expenses$2,552,615PYTotalExpensesAmt
CY Total Expenses$2,948,939CYTotalExpensesAmt
PY Revenues Less Expenses-$1,643,444PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$517,221CYRevenuesLessExpensesAmt
Total Assets BOY$15,979,002TotalAssetsBOYAmt
Total Assets EOY$18,512,709TotalAssetsEOYAmt
Total Liabilities BOY$2,000,123TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,370,869TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,978,879NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$14,141,840NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE GOOD STEWARDSHIP OF RESOURCES, FUNDRAISING, AND INVESTMENTS TO ASSIST, SUPPORT, AND EXPAND THE VARIOUS PROGRAMS AND MEET THE UNIQUE NEEDS OF MEMBERS OF THE JACKSONVILLE JEWISH COMMUNITY, INCLUDING THE JEWISH COMMUNITY ALLIANCE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,851,123ExpenseAmt
Grant$2,851,123GrantAmt
Revenue$0RevenueAmt
DescWITH AN OBJECTIVE TO ASSIST AND SUPPORT THE ACTIVITIES, PROGRAMS, AND MEMBERS OF THE JEWISH COMMUNITY ALLIANCE THROUGH GOOD STEWARDSHIP OF RESOURCES, FUNDRAISING, AND INVESTMENT EARNINGS. THE FOUNDATION CONTINUED TO ACTIVELY MONITOR CONTRIBUTED INVESTMENTS FOR PRINCIPAL PROTECTION AND MAXIMIZATION OF INVESTMENT EARNINGS.Desc
Total Program Service Expenses$2,851,123TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MELISSA S MEYENBERGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9047302100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18505 SAN JOSE BOULEVARDAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32217ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MARK KRAUS
TREASURER1.00Yes (X)Yes (X)$0$0$0
NICOLE BROWN
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
PAM KORN
SECRETARY1.00Yes (X)Yes (X)$0$0$0
SAM STROMBERG
CHAIR1.00Yes (X)Yes (X)$0$0$0
ADAM FRISCH
TRUSTEE1.00Yes (X)$0$0$0
BRENT TRAGER
TRUSTEE1.00Yes (X)$0$0$0
DEBBIE PARKER
TRUSTEE1.00Yes (X)$0$0$0
JAMIE SHELTON
TRUSTEE1.00Yes (X)$0$0$0
LINDA STEIN
TRUSTEE1.00Yes (X)$0$0$0
NATHAN GOLDMAN
TRUSTEE1.00Yes (X)$0$0$0
STEPHEN GOLDMAN
TRUSTEE1.00Yes (X)$0$0$0
ROCHELLE STODDARD
CEO1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$120,533RelatedOrganizationsAmt
All Other Contributions$1,049,000AllOtherContributionsAmt
Total Contributions$1,169,533TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,262,185TotalRevenueColumnAmt
Exclusion$1,262,185ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,431,718TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,262,185ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,851,123TotalAmt
Program Services$2,851,123ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$91,196TotalAmt
Management And General$91,196ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,500TotalAmt
Program Services$0ProgramServicesAmt
Management And General$6,500ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$120TotalAmt
Management And General$120ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,948,939TotalAmt
Program Services$2,851,123ProgramServicesAmt
Management And General$97,816ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$116,524BOYAmt
EOY$119,690EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,862,478BOYAmt
EOY$18,393,019EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,979,002BOYAmt
EOY$18,512,709EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$123BOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$2,000,000BOYAmt
EOY$4,370,869EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,000,123BOYAmt
EOY$4,370,869EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,798,943BOYAmt
EOY$13,907,574EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$179,936BOYAmt
EOY$234,266EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,978,879BOYAmt
EOY$14,141,840EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,979,002BOYAmt
EOY$18,512,709EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$517,221ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$680,182NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$92,800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,315,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$123,547CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$196,524CurrentTaxYearMinus1YearAmt
Current Tax Year$1,169,533CurrentTaxYearAmt
Total$2,897,404TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$92,800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,315,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$123,547CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$196,524CurrentTaxYearMinus1YearAmt
Current Tax Year$1,169,533CurrentTaxYearAmt
Total$2,897,404TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$853,317SubstantialContributorsTotAmt
Public Support Total170$2,044,087PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$430,571CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,001,420CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,029,914CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$712,647CurrentTaxYearMinus1YearAmt
Current Tax Year$1,262,185CurrentTaxYearAmt
Total$4,436,737TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$7,334,141TotalSupportAmt
Gross Receipts Rltd Activities$0GrossReceiptsRltdActivitiesAmt
Public Support CY1700.27871PublicSupportCY170Pct
Public Support PY1700.7817PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests PY170Yes (X)ThirtyThrPctSuprtTestsPY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$179,936BeginningYearBalanceAmt
Contributions$30,000ContributionsAmt
Investment Earnings Or Losses$25,762InvestmentEarningsOrLossesAmt
Administrative Expenses$1,432AdministrativeExpensesAmt
End Year Balance$234,266EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$132,227BeginningYearBalanceAmt
Contributions$30,000ContributionsAmt
Investment Earnings Or Losses$17,709InvestmentEarningsOrLossesAmt
End Year Balance$179,936EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$94,380BeginningYearBalanceAmt
Contributions$28,000ContributionsAmt
Investment Earnings Or Losses$10,531InvestmentEarningsOrLossesAmt
Administrative Expenses$684AdministrativeExpensesAmt
End Year Balance$132,227EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$73,180BeginningYearBalanceAmt
Contributions$35,000ContributionsAmt
Investment Earnings Or Losses-$13,125InvestmentEarningsOrLossesAmt
Administrative Expenses$675AdministrativeExpensesAmt
End Year Balance$94,380EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$0BeginningYearBalanceAmt
Contributions$62,000ContributionsAmt
Investment Earnings Or Losses$11,786InvestmentEarningsOrLossesAmt
Administrative Expenses$606AdministrativeExpensesAmt
End Year Balance$73,180EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.0PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsDURING 2021, A FUND WAS ESTABLISHED AS AN ENDOWMENT, REFERRED TO AS THE BERMAN FAMILY ENDOWMENT, TO SUPPORT THE FOUNDATION'S CHARITABLE MISSION. THE ENDOWMENT PROVIDES FOR AN ANNUAL DISTRIBUTION NOT TO EXCEED 5% OF THE FUND'S THREE-YEAR AVERAGE VALUE ON JUNE 30TH OF EACH YEAR. DISTRIBUTIONS WILL COMMENCE WHEN THE FUND BALANCE REACHES $250,000. THE ENDOWMENT FUND IS APPROXIMATELY $234,000 AT JUNE 30, 2024, AND IS INVESTED AT THE CFNF.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE INTERNAL REVENUE SERVICE HAS DETERMINED THE JEWISH COMMUNITY ALLIANCE FOUNDATION, INC. TO BE A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC. ACCORDINGLY, INCOME EARNED IN FURTHERANCE OF THE FOUNDATION'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND, AS A RESULT, THESE FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY ALLIANCE INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line18505 SAN JOSE BLVDAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32217ZIPCd
FieldValueIRS element (for citing)
Recipient EIN592620208RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$2,851,123CashGrantAmt
Valuation Method UsedFAIR MARKET VALUEValuationMethodUsedDesc
Purpose Of GrantTO ASSIST AND SUPPORT THE KEWISH COMMUNITY ALLIANCE'S PROGRAMS, ACTIVITIES, AND MEMBERSPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PROVIDES GRANTS TO THE JEWISH COMMUNITY ALLIANCE TO SUPPORT THEIR PROGRAM SERVICES AND FUNCTIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b Review of form 990 by governing bodyA COPY OF THE FORM 990 IS PRESENTED TO THE GOVERNING BODY FOR REVIEW AND APPROVAL PRIOR TO BEING FILED.
Form 990, Part VI, Line 12c Conflict of interest policyTHE CHAIR OF THE BOARD OF DIRECTORS AND ACTING EXECUTIVE DIRECTOR REVIEW ALL CONTRACTS AND BUSINESS RELATIONSHIPS ON A SEMI-ANNUAL BASIS FOR ANY POTENTIAL CONFLICTS OF INTEREST. ANY CONFLICTS WOULD BE BROUGHT TO THE BOARD OF DIRECTORS.
Form 990, Part VI, Line 19 Required documents available to the publicTHE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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