JEWISH COMMUNITY FOUNDATION OF NEW MEXICO: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH COMMUNITY FOUNDATION OF NEW MEXICO (EIN 46-4161463)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202401319349302940
- Schema version
- 2023v5.0
- 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) |
|---|---|---|
| Return | 2024-05-10T10:14:26-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 850218454 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Balkcom & Company CPAs PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Eubank NE Ste 4 | AddressLine1Txt |
| City | Albuquerque | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464161463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNITY FOUNDATION OF NM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5053484472 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5520 WYOMING BLVD NE | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN NEWMAN | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAN | PersonFirstNm |
| Person Last | NEWMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE A PEARSALL | PreparerPersonNm |
| PTIN | P00033858 | PTIN |
| Phone | 5052930173 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIKA RIMSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5520 WYOMING BLVD NE | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 871093238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $918,283 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.jcfnm.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | TO BUILD AND PERPETUATE SUPPORT FOR A VIBRANT, CARING JEWISH COMMUNITY THROUGH PARTNERSHIPS WITH DONORS AND ORGANIZATIONS. THE FOUNDATION RECEIVES, ADMINISTERS AND DISPOSES OF FUNDS FOR CHARITABLE PURPOSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,517,380 | PYContributionsGrantsAmt |
| CY Contributions Grants | $411,922 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $52,613 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $44,132 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,740 | PYInvestmentIncomeAmt |
| CY Investment Income | $460,729 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,369 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,090 | CYOtherRevenueAmt |
| PY Total Revenue | $1,591,364 | PYTotalRevenueAmt |
| CY Total Revenue | $915,693 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $515,544 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $647,931 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $51,250 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $51,255 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $20,529 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $80,411 | PYOtherExpensesAmt |
| CY Other Expenses | $99,023 | CYOtherExpensesAmt |
| PY Total Expenses | $647,205 | PYTotalExpensesAmt |
| CY Total Expenses | $798,209 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $944,159 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $117,484 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,901,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,421,909 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,823,226 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,226,011 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,078,414 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,195,898 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO BUILD AND PERPETUATE SUPPORT FOR A VIBRANT, CARING JEWISH COMMUNITY THROUGH PARTNERSHIPS WITH DONORS AND ORGANIZATIONS. THE FOUNDATION RECEIVES, ADMINISTERS AND DISPOSES OF FUNDS FOR CHARITABLE PURPOSES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $713,150 | ExpenseAmt |
| Grant | $647,931 | GrantAmt |
| Revenue | $44,132 | RevenueAmt |
| Desc | THE FOUNDATION PROVIDES PHILANTHROPIC SERVICES FOR INDIVIDUAL DONORS AND NONPROFIT ORGANIZATIONS IN THE JEWISH COMMUNITY. SERVICES INCLUDE GRANT MAKING, FIELD OF INTEREST RESEARCH, CONSULTATIONS WITH PROFESSIONAL ADVISORS, FUND INVESTMENT, MANAGEMENT AND REPORTING. IN ADDITION, THE FOUNDATION SHARES EDUCATIONAL INFORMATION ABOUT CHARITABLE/LEGACY PLANNING, FUNDING IDEAS AND CHARITABLE OPPORTUNITIES IN THE JEWISH AND BROADER COMMUNITIES.ACCOMPLISHMENTS INCLUDE:FOUNDATION DISTRIBUTED GRANTS FROM NET ASSETS TOTALING $647,931 TO 162 CHARITABLE ORGANIZATIONS. GRANTS ADDRESSED NEEDS IN A VARIETY OF AREAS INCLUDING HEALTH, HUMAN SERVICES, EDUCATION, RELIGION, CULTURE, ENVIRONMENT, IMMIGRANT AND REFUGEE ASSISTANCE, AND THE ARTS. FOUR COLLEGE SCHOLARSHIPS, FIFTEEN CAMP SCHOLARSHIPS, AND ONE ISRAEL EXPERIENCE SCHOLARSHIP WERE AWARDED ON BEHALF OF NEW MEXICO YOUTH.FOUNDATION STAFF HELPED EDUCATE THE JEWISH COMMUNITY ABOUT CHARITABLE PLANNING AND WORKED WITH DONORS TO DEVELOP LEGACY PLANS AND OPEN FUNDS TO SUPPORT CHARITABLE ORGANIZATIONS AND CAUSES NOW AND INTO THE FUTURE. FOUNDATION EXTENDED ITS PARTICIPATION IN THE LIFE & LEGACY ENDOWMENT DEVELOPMENT PROGRAM IN PARTNERSHIP WITH HAROLD GRINSPOON FOUNDATION. LIFE & LEGACY, A PROVEN, SUCCESSFUL INITIATIVE IN 65 OTHER COMMUNITIES THROUGHOUT NORTH AMERICA, PROMOTES AFTER-LIFETIME GIVING TO BENEFIT JEWISH ORGANIZATIONS. THE PROGRAM EMPHASIZES STEWARDSHIP AND FORMALIZATION OF LEGACY GIFTS AND PROMOTES A COLLABORATIVE APPROACH THAT STRENGTHENS THE ENTIRE COMMUNITY. NINE JEWISH ORGANIZATIONS (6 IN ALBUQUERQUE, 2 IN SANTA FE, AND 1 IN LOS ALAMOS) ARE PARTICIPATING. AS OF DECEMBER 31, 2023, THE PROGRAM HAD GENERATED LEGACY GIFTS WITH AN ESTIMATED VALUE OF $6.6 MILLION AND $920,000 OF REALIZED ENDOWMENT GIFTS. FOUNDATION MANAGED INVESTMENTS TO MAXIMIZE RETURNS CONSISTENT WITH ITS INVESTMENT AND DISTRIBUTION POLICIES. | Desc |
| Total Program Service Expenses | $713,150 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIKA RIMSON | PersonNm |
| Phone | 5053484472 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5520 WYOMING BLVD NE | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ERIKA RIMSON | |||||||
| Executive Dir. | 30.00 | 0.00 | Yes (X) | Yes (X) | $47,520 | $0 | $0 |
| HARVEY BUCHALTER | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LISA FRIEDMAN | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES BUXBAUM | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH NEWMAN | |||||||
| SECRETARY/DIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BOB DAVIS | |||||||
| TREASURER/DIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GRACE ALLISON | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOANNA COLANGELO | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL WALD | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEN WARNER | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARCI POWERS | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RON WINGER | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH WINGER | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JANE WISHNER | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN ROGERS | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH ZABEL | |||||||
| SECRETARY/DIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAY ROSENBLUM | |||||||
| CHAIR/DIRECTOR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAN NEWMAN | |||||||
| CHAIR/DIRECTOR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $47,520 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $411,922 | AllOtherContributionsAmt |
| Noncash Contributions | $127,949 | NoncashContributionsAmt |
| Total Contributions | $411,922 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $44,132 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44,132 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $44,132 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $460,729 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $460,729 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,500 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $2,590 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,090 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $915,693 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $504,861 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,931 | TotalAmt |
| Program Services | $647,931 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,520 | TotalAmt |
| Program Services | $14,256 | ProgramServicesAmt |
| Management And General | $23,760 | ManagementAndGeneralAmt |
| Fundraising | $9,504 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,735 | TotalAmt |
| Program Services | $1,120 | ProgramServicesAmt |
| Management And General | $1,868 | ManagementAndGeneralAmt |
| Fundraising | $747 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,129 | TotalAmt |
| Program Services | $9,565 | ProgramServicesAmt |
| Management And General | $7,651 | ManagementAndGeneralAmt |
| Fundraising | $1,913 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,686 | TotalAmt |
| Program Services | $24,843 | ProgramServicesAmt |
| Management And General | $19,874 | ManagementAndGeneralAmt |
| Fundraising | $4,969 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,420 | TotalAmt |
| Program Services | $710 | ProgramServicesAmt |
| Management And General | $568 | ManagementAndGeneralAmt |
| Fundraising | $142 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,309 | TotalAmt |
| Program Services | $3,155 | ProgramServicesAmt |
| Management And General | $2,523 | ManagementAndGeneralAmt |
| Fundraising | $631 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,242 | TotalAmt |
| Program Services | $2,621 | ProgramServicesAmt |
| Management And General | $2,097 | ManagementAndGeneralAmt |
| Fundraising | $524 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Program Services | $1,500 | ProgramServicesAmt |
| Management And General | $1,200 | ManagementAndGeneralAmt |
| Fundraising | $300 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $780 | TotalAmt |
| Program Services | $390 | ProgramServicesAmt |
| Management And General | $312 | ManagementAndGeneralAmt |
| Fundraising | $78 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,150 | TotalAmt |
| Program Services | $345 | ProgramServicesAmt |
| Management And General | $575 | ManagementAndGeneralAmt |
| Fundraising | $230 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,007 | TotalAmt |
| Program Services | $1,004 | ProgramServicesAmt |
| Management And General | $802 | ManagementAndGeneralAmt |
| Fundraising | $201 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| marketing | $6,200 | $1,860 | $3,100 | $1,240 |
| support for community calendar | $3,600 | $3,600 | ||
| educational outreach | $500 | $250 | $200 | $50 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $798,209 | TotalAmt |
| Program Services | $713,150 | ProgramServicesAmt |
| Management And General | $64,530 | ManagementAndGeneralAmt |
| Fundraising | $20,529 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,608 | BOYAmt |
| EOY | $211,403 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,698 | BOYAmt |
| EOY | $5,391 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,465 | BOYAmt |
| EOY | $4,067 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,594,869 | BOYAmt |
| EOY | $9,201,048 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,901,640 | BOYAmt |
| EOY | $9,421,909 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,027 | BOYAmt |
| EOY | $7,382 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,814,199 | BOYAmt |
| EOY | $4,218,629 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,823,226 | BOYAmt |
| EOY | $4,226,011 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,875,381 | BOYAmt |
| EOY | $2,869,688 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,203,033 | BOYAmt |
| EOY | $2,326,210 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,078,414 | BOYAmt |
| EOY | $5,195,898 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,901,640 | BOYAmt |
| EOY | $9,421,909 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $117,484 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,018,167 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $912,161 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $880,159 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,517,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $411,922 | CurrentTaxYearAmt |
| Total | $4,739,789 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,018,167 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $912,161 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $880,159 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,517,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $411,922 | CurrentTaxYearAmt |
| Total | $4,739,789 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $438,127 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,301,662 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,625 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $302,792 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,879 | CurrentTaxYearAmt |
| Total | $478,851 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,218,640 | TotalSupportAmt |
| Public Support CY170 | 0.82430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84740 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 37 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $414,039 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $348,925 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,869,500 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,469,968 | BeginningYearBalanceAmt |
| Contributions | $425,661 | ContributionsAmt |
| Investment Earnings Or Losses | $446,227 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $957,822 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $44,388 | AdministrativeExpensesAmt |
| End Year Balance | $4,339,646 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,181,199 | BeginningYearBalanceAmt |
| Contributions | $1,116,359 | ContributionsAmt |
| Investment Earnings Or Losses | -$297,798 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $486,383 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $43,409 | AdministrativeExpensesAmt |
| End Year Balance | $4,469,968 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,272,893 | BeginningYearBalanceAmt |
| Contributions | $779,373 | ContributionsAmt |
| Investment Earnings Or Losses | $486,801 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $318,545 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $39,323 | AdministrativeExpensesAmt |
| End Year Balance | $4,181,199 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,637,530 | BeginningYearBalanceAmt |
| Contributions | $728,349 | ContributionsAmt |
| Investment Earnings Or Losses | $298,725 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $362,239 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $29,472 | AdministrativeExpensesAmt |
| End Year Balance | $3,272,893 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,807,187 | BeginningYearBalanceAmt |
| Contributions | $850,651 | ContributionsAmt |
| Investment Earnings Or Losses | $244,754 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $239,779 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $25,283 | AdministrativeExpensesAmt |
| End Year Balance | $2,637,530 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.47000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE REMAINDER TRUST | Desc |
| Book Value | $124,282 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,201,048 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS HELD FOR OTHERS | Desc |
| Amt | $4,218,629 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,218,629 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $918,283 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $2,590 | OtherRevenueAmt |
| Revenue Not Reported | $2,590 | RevenueNotReportedAmt |
| Revenue Subtotal | $915,693 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $915,693 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $798,209 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $798,209 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $798,209 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | ENDOWMENTS ARE HELD FOR DONOR RESTRICTED USES AND BOARD RESTRICTED USES. |
| Part X : FIN48 Footnote | MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE FOUNDATION ARE WITHIN THEIR TAX EXEMPT PURPOSE, AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS. ANY INTEREST AND PENALTIES RECOGNIZED ASSOCIATED WITH A TAX POSITION ARE CLASSIFIED AS CURRENT IN THE FOUNDATION'S FINANCIAL STATEMENTS. THERE WERE NO INTEREST OR PENALTIES RECORDED AS OF DECEMBER 31, 2023. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | FUNDRAISING DINNER EXPENSE $2590 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ADL | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | 131818723 | $5,500 | $0 | GENERAL SUPPORT |
| AJC | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | 135563393 | $8,406 | $0 | EDUCATION & GENERAL SUPPORT |
| AMER JEWISH JOINT DISTRIB | |||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | 131656634 | $25,000 | $0 | GENERAL SUPPORT |
| BOSQUE SCHOOL | |||||||
| 2000 BOSQUE SCHOOL RD NE | ALBUQUERQUE | NM | 87120 | 850420092 | $30,000 | $0 | GENERAL SUPPORT |
| CONGREGATION ALBERT | |||||||
| 3800 LOUISIANA BLVD NE | ALBUQUERQUE | NM | 87110 | 850124933 | $18,171 | $0 | GENERAL SUPPORT AND EDUCATION |
| FRIENDS OF ISRAEL DEFENSE | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | 133156445 | $7,800 | $0 | GENERAL SUPPORT |
| HILLEL AT UNM | |||||||
| 1701 SIGMA CHI NE | ALBUQUERQUE | NM | 87106 | 521844823 | $35,691 | $0 | GENERAL SUPPORT |
| JEWISH COMMUNITY CENTER ABQ | |||||||
| 5520 WYOMING BLVD NE | ALBUQUERQUE | NM | 87109 | 850457178 | $113,872 | $0 | GENERAL SUPPORT;SOCIAL SERVICES |
| JEWISH COMMUNITY FOUNDATION | |||||||
| 5520 WYOMING BLVD NE | ALBUQUERQUE | NM | 87109 | 464161463 | $36,585 | $0 | GENERAL SUPPORT |
| JEWISH FED OF PRINCETON | |||||||
| 213 CARNEGIE CENTER BOX 2157 | PRINCETON | NJ | 08543 | 232215070 | $5,200 | $0 | GENERAL SUPPORT |
| JEWISH FEDERATIONS OF NA | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | 131624240 | $46,000 | $0 | GENERAL SUPPORT |
| NEW MEXICO HOLOCAUST MUSEUM | |||||||
| PO BOX 1762 | ALBUQUERQUE | NM | 87103 | 850456900 | $15,563 | $0 | GENERAL SUPPORT |
| NM JEWISH HISTORICAL SOCIETY | |||||||
| 5520 WYOMING BLVD NE | ALBUQUERQUE | NM | 87109 | 850350614 | $7,450 | $0 | GENERAL SUPPORT |
| PLANNED PARENTHOOD OF RM | |||||||
| 7155 E 38TH AVENUE | DENVER | CO | 90207 | 841191279 | $6,500 | $0 | GENERAL SUPPORT |
| ROADRUNNER FOOD BANK | |||||||
| 5840 OFFICE BLVD NE | ALBUQUERQUE | NM | 87109 | 850278525 | $9,500 | $0 | GENERAL SUPPORT |
| SCHWAB CHARITABLE | |||||||
| 211 MAIN ST 10TH FLOOR | SAN FRANCISCO | CA | 94105 | 311640316 | $17,576 | $0 | GENERAL SUPPORT |
| TEMPLE BETH SHALOM | |||||||
| 205 E BARCELONA | SANTA FE | NM | 87505 | 850162318 | $8,850 | $0 | GENERAL SUPPORT |
| UNION FOR REFORM JUDAISM | |||||||
| 633 THIRD AVE 7TH FLOOR | NEW YORK | NY | 10017 | 131663143 | $6,100 | $0 | GENERAL SUPPORT |
| UNITED WAY NORTH CENTRAL NM | |||||||
| PO BOX 25147 | ALBUQUERQUE | NM | 87125 | 850277138 | $15,000 | $0 | GENERAL SUPPORT |
| UNM FOUNDATION | |||||||
| 700 LOMAS BLVD NE | ALBUQUERQUE | NM | 87102 | 850275408 | $6,700 | $0 | GENERAL SUPPORT |
| WILSHIRE BOULEVARD TEMPLE | |||||||
| 3663 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | 951691339 | $5,090 | $0 | GENERAL SUPPORT |
| YOUTH GUIDANCE | |||||||
| PO BOX 95286 | CHICAGO | IL | 60694 | 362167032 | $10,500 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 11 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION DISTRIBUTES GRANTS ONLY TO 501(C)(3) ORGANIZATIONS. ORGANIZATIONS ARE VETTED BY THE FOUNDATION PRIOR TO MAKING DISTRIBUTIONS BY OBTAINING A COPY OF THE ORGANIZATION'S CONTACT INFORMATION AND MISSION STATEMENT. THE FOUNDATION OBTAINS THE ORGANIZATION'S IRS STATUS FROM THE IRS WEBSITE, OR MAY USE A RESOURCE SUCH AS CANDID/GUIDESTAR, WHICH INCLUDES INFORMATION FROM THE IRS DETERMINATION LETTER, IRS PUBLICATION 78, AND IRS BUSINESS MASTER FILE REPORTS. IRS REVENUE PROCEDURE 2009-32 ALLOWS GRANTORS TO RELY ON THIRD PARTY RESOURCES TO GATHER REQUIRED BUSINESS MASTER FILE DATA CONCERNING A POTENTIAL GRANTEE'S PUBLIC CHARITY CLASSIFICATION UNDER SECTION 509(A)(1), (2) OR (3).THE FOUNDATION BOARD APPROVES ALL NEW ORGANIZATIONS BEFORE DISTRIBUTIONS ARE MADE. AT THE END OF EACH YEAR, THE BOARD REVIEWS A LIST OF GRANTEE ORGANIZATIONS AFTER THE FOUNDATION VERIFIES THAT THE ORGANIZATION'S 501(C)(3) STATUS REMAINS IN GOOD ORDER.DISTRIBUTIONS FOR GRANTS MADE FOR RESTRICTED PURPOSES ARE ACCOMPANIED BY A TRANSMITTAL LETTER INDICATING THE SPECIFIC PURPOSE OF THE GRANT. THE LETTERS INCLUDE THE FOLLOWING NOTE: "BY ACCEPTING THIS GRANT CHECK, YOUR ORGANIZATION CERTIFIES TO THE JEWISH COMMUNITY FOUNDATION OF NEW MEXICO THAT NO TANGIBLE BENEFIT, GOODS OR SERVICES ARE RECEIVED BY ANY INDIVIDUALS OR ENTITIES CONNECTED WITH THE ABOVEMENTIONED GRANT. TANGIBLE BENEFITS MAY INCLUDE, BUT ARE NOT LIMITED TO, EVENT/ADMISSION TICKETS, TABLES AT EVENTS, AND MEALS. THESE FUNDS CANNOT BE USED TO DISCHARGE OR SATISFY A LEGALLY ENFORCEABLE PLEDGE OR OBLIGATION."THE FOUNDATION REQUIRES ORGANIZATIONS RECEIVING RESTRICTED PURPOSE GRANTS FROM ENDOWMENT FUNDS TO SUBMIT A REPORT OF HOW THE FUNDS WERE USED BEFORE THE FOUNDATION DISTRIBUTES THE FOLLOWING YEAR'S GRANT. THE FOUNDATION REQUIRES STUDENTS WHO BENEFIT FORM CAMP/COLLEGE SCHOLARSHIPS (GRANTS ARE MADE DIRECTLY TO CAMP/SCHOOL ON RECIPIENT'S BEHALF) TO PROVIDE THE FOUNDATION WITH A BRIEF REPORT AT THE END OF THE SUMMER/SCHOOL YEAR. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $127,949 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | DAN NEWMAN (DIRECTOR) AND SARAH NEWMAN (DIRECTOR) ARE FATHER AND DAUGHTER.RON WINGER (DIRECTOR) AND SARAH WINGER (DIRECTOR) ARE FATHER AND DAUGHTER. |
| Form 990, Part VI, Section B, Line 11b | THE FINANCE AND INVESTMENT COMMITTEE HAS THE RESPONSIBILITY OF REVIEWING AND APPROVING THE FORM 990. THE COMMITTEE MEETS, REVIEWS AND APPROVES PRIOR TO FILING. IF SIGNIFICANT ISSUES ARISE, THE COMMITTEE WILL PRESENT THE ISSUES TO THE BOARD FOR INFORMATIONAL PURPOSES OR APPROVAL. A COPY OF THE FILED FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS. |
| Form 990, Part VI, Section B, Line 12c | EACH YEAR EVERY BOARD MEMBER IS ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN A CONFLICT OF INTEREST STATEMENT THAT INCLUDES DISCLOSURE OF FINANCIAL INTERESTS. THE EXECUTIVE DIRECTOR REVIEWS THE STATEMENTS, AND IF A BOARD MEMBER HAS FINANCIAL INTERESTS, THE BOARD OF DIRECTORS WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. |
| Form 990, Part VI, Section C, Line 19 | THE FOUNDATION'S MOST RECENT AUDITED FINANCIAL STATEMENTS AND 990 ARE AVAILABLE ON ITS WEBSITE. THE FOUNDATION'S CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE EXECUTIVE DIRECTOR. THE CONTACT INFORMATION FOR THE EXECUTIVE DIRECTOR IS AVAILABLE ON THE FOUNDATION'S WEBSITE. |