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JEWISH FOUNDATION OF GREENSBORO: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JEWISH FOUNDATION OF GREENSBORO (EIN 37-2007864)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-14
IRS object ID
202441359349303784
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2024-05-14T10:00:43-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560570567PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DMJPS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1703 GREEN VALLEY ROAD SUITE 201AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27408ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN372007864EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FOUNDATION OF GREENSBOROBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone3368520099PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15509-C W FRIENDLY AVENUEAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27410ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN GUTTERMANPersonNm
Person TitleENDOWMENT DIRECTORPersonTitleTxt
Phone3368520099PhoneNum
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastGUTTERMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACY M WEST CPAPreparerPersonNm
PTINP00452212PTIN
Phone3362759886PhoneNum
Preparation2024-05-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Principal OfficerSUSAN GUTTERMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15509-C W FRIENDLY AVENUEAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27410ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,272,040GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHFOUNDATIONNC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2021FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionGUIDED BY JEWISH VALUES OF TZEDAKAH (JUSTICE), TIKKUN OLAM (HEALING THE WORLD), AND KLAL YISRAEL (JEWISH PEOPLEHOOD), THE MISSION OF THE FOUNDATION IS TO PROVIDE CONTINUITY OF FINANCIAL SUPPORT TO JEWISH INSTITUTIONS AND PROGRAMS, AS WELL AS COMMUNITY ORGANIZATIONS THROUGH THE ENCOURAGEMENT OF JEWISH PHILANTHROPY, THE CREATION AND GROWTH OF ENDOWMENT FUNDS FOR INSTITUTIONS AND PROGRAMS, THE PROVISION OF FLEXIBLE SERVICES THAT AID DONORS IN ACHIEVING A BROAD RANGE OF CHARITABLE PURPOSES, AND THE SUPPORT OF HUMANITARIAN, EDUCATIONAL, SOCIAL SERVICE, HEALTH, ENVIRONMENTAL, ARTS AND CULTURAL PROGRAMS.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers27TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$3,860,398CYContributionsGrantsAmt
CY Program Service Revenue$537,062CYProgramServiceRevenueAmt
CY Investment Income$808,665CYInvestmentIncomeAmt
CY Other Revenue$25,372CYOtherRevenueAmt
CY Total Revenue$5,231,497CYTotalRevenueAmt
CY Grants And Similar Paid$4,662,779CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$523,915CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
CY Other Expenses$562,230CYOtherExpensesAmt
CY Total Expenses$5,748,924CYTotalExpensesAmt
CY Revenues Less Expenses-$517,427CYRevenuesLessExpensesAmt
Total Assets EOY$86,442,876TotalAssetsEOYAmt
Total Liabilities EOY$44,185,330TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances EOY$42,257,546NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionGUIDED BY JEWISH VALUES OF TZEDAKAH (JUSTICE), TIKKUN OLAM (HEALING THE WORLD), AND KLAL YISRAEL (JEWISH PEOPLEHOOD), THE MISSION OF THE FOUNDATION IS TO PROVIDE CONTINUITY OF FINANCIAL SUPPORT TO JEWISH INSTITUTIONS AND PROGRAMS, AS WELL AS COMMUNITY ORGANIZATIONS THROUGH THE ENCOURAGEMENT OF JEWISH PHILANTHROPY, THE CREATION AND GROWTH OF ENDOWMENT FUNDS FOR INSTITUTIONS AND PROGRAMS, THE PROVISION OF FLEXIBLE SERVICES THAT AID DONORS IN ACHIEVING A BROAD RANGE OF CHARITABLE PURPOSES, AND THE SUPPORT OF HUMANITARIAN, EDUCATIONAL, SOCIAL SERVICE, HEALTH, ENVIRONMENTAL, ARTS AND CULTURAL PROGRAMSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,699,068ExpenseAmt
Grant$4,662,779GrantAmt
Revenue$541,167RevenueAmt
DescTHE JEWISH FOUNDATION OF GREENSBORO (JFG) WAS ESTABLISHED TO CREATE PERMANENT ENDOWMENTS TO ENSURE THE VIABILITY OF JEWISH COMMUNITY LIFE AND EDUCATION FOR FUTURE GENERATIONS. JFG IS A RESOURCE OFFERING ONGOING EDUCATIONAL PROGRAMS AND PROVIDING ADVICE AND ASSISTANCE FOR DONORS TO GIVE STRATEGICALLY. JFG PROVIDES DONORS WITH THE ABILITY TO ESTABLISH LEGACY ENDOWMENTS WHICH CAN BENEFIT ORGANIZATIONS THAT ARE IMPORTANT TO THEM. GIFTS TO JFG CAN BE MADE OUTRIGHT DURING THE DONOR'S LIFETIME OR THROUGH ONE OF THE PLANNED GIVING VEHICLES. GIFTS CAN BE MADE WITH CASH OR APPRECIATED ASSETS; CHARITABLE BEQUESTS; RETIREMENT PLANS ASSETS; INSURANCE PROGRAMS; AND REAL ESTATE TRANSFERS. DONORS CAN ESTABLISH DONOR ADVISED FUNDS THAT JFG WILL ADMINISTER, DISTRIBUTE, AND STEWARD ON A DONOR'S BEHALF.Desc
Total Program Service Expenses$5,699,068TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHIRLEY LUCKYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3368520099PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15509-C W FRIENDLY AVENUEAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27410ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SAM CONE
CHAIR1.00Yes (X)Yes (X)$0$0$0
RON MILSTEIN
SECRETARY1.00Yes (X)Yes (X)$0$0$0
HOWIE MEZER
IMMEDIATE PAST CHAIR1.00Yes (X)Yes (X)$0$0$0
RAFFI SIMEL
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
TOM SLOAN
INVESTMENT COMMITTEE CHAIR1.00Yes (X)$0$0$0
GARY SIMMONS
DIRECTOR1.00Yes (X)$0$0$0
FREDDY ROBINSON
DONOR & AFFILIATE RELATIONS CHAIR1.00Yes (X)$0$0$0
JERI D'LUGIN
MARKETING CHAIR1.00Yes (X)$0$0$0
JOYCE SHUMAN
STEWARDSHIP CHAIR1.00Yes (X)$0$0$0
CATHY LEVINSON
CAJL CHAIR1.00Yes (X)$0$0$0
JOHN COHEN
PRESIDENT, GREENSBORO JEWISH FEDERATION1.00Yes (X)$0$0$0
FRANK BRENNER
BUDGET, FINANCE, AND ADMINISTRATIVE CHAIR1.00Yes (X)$0$0$0
RANDALL KAPLAN
GOVERNANCE CHAIR1.00Yes (X)$0$0$0
KEITH ROSEN
DIRECTOR1.00Yes (X)$0$0$0
ERICA WEISSBURG
DIRECTOR1.00Yes (X)$0$0$0
MIKE BERKELHAMMER ZL
DEVLOPMENT CHAIR1.00Yes (X)$0$0$0
SUSAN GUTTERMAN
ENDOWMENT DIRECTOR40.00Yes (X)$0$149,932$12,550
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$149,932TotReportableCompRltdOrgAmt
Total Other Compensation$12,550TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,860,398AllOtherContributionsAmt
Total Contributions$3,860,398TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEE INCOMEDesc
Business900099BusinessCd
Total Revenue Column$537,062TotalRevenueColumnAmt
Related Or Exempt Func Income$537,062RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$537,062TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$829,932TotalRevenueColumnAmt
Exclusion$829,932ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$19,276SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$40,543SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$21,267SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$21,267TotalRevenueColumnAmt
Related Or Exempt Func Income-$21,267RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$25,372TotalRevenueColumnAmt
Related Or Exempt Func Income$25,372RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$25,372OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,231,497TotalRevenueColumnAmt
Related Or Exempt Func Income$541,167RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$829,932ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,662,779TotalAmt
Program Services$4,662,779ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$19,186TotalAmt
Program Services$17,629ProgramServicesAmt
Management And General$1,557ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$432,152TotalAmt
Program Services$397,079ProgramServicesAmt
Management And General$35,073ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$38,890TotalAmt
Program Services$35,497ProgramServicesAmt
Management And General$3,393ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$33,687TotalAmt
Program Services$31,070ProgramServicesAmt
Management And General$2,617ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$13,686TotalAmt
Program Services$13,160ProgramServicesAmt
Management And General$526ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,218TotalAmt
Program Services$4,956ProgramServicesAmt
Management And General$262ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$45,082TotalAmt
Program Services$43,880ProgramServicesAmt
Management And General$1,202ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,144TotalAmt
Program Services$9,144ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,831TotalAmt
Program Services$7,049ProgramServicesAmt
Management And General$782ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$6,473TotalAmt
Program Services$6,473ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,683TotalAmt
Program Services$6,365ProgramServicesAmt
Management And General$318ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MANAGEMENT FEES$336,088$336,088
ADMINISTRATIVE FEES$45,793$45,793
DONOR DEVELOPMENT$34,893$34,893
OTHER EXPENSE$20,482$20,189$293

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$30,857TotalAmt
Program Services$27,024ProgramServicesAmt
Management And General$3,833ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,748,924TotalAmt
Program Services$5,699,068ProgramServicesAmt
Management And General$49,856ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$566,266EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$53,937LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$46,513LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$7,424EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$41,030,008EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$44,839,178EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$86,442,876EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$71,446EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$44,113,884EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$44,185,330EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$31,554,414EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$10,703,132EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$42,257,546EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$86,442,876EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$517,427ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,699,673NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$39,075,300OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year$3,860,398CurrentTaxYearAmt
Total$3,860,398TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year$3,860,398CurrentTaxYearAmt
Total$3,860,398TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,545,971SubstantialContributorsTotAmt
Public Support Total170$2,314,427PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$829,932CurrentTaxYearAmt
Total$829,932TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$25,372CurrentTaxYearAmt
Total$25,372TotalAmt
FieldValueIRS element (for citing)
Total Support$4,715,702TotalSupportAmt
Gross Receipts Rltd Activities$537,062GrossReceiptsRltdActivitiesAmt
First5 Years170Yes (X)First5Years170Ind

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

FieldValueIRS element (for citing)
Donor Advised Funds Held203DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$3,875,878DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$4,846,290DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$25,048,580DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$15,826,739ContributionsAmt
Investment Earnings Or Losses$972,736InvestmentEarningsOrLossesAmt
Grants Or Scholarships$441,291GrantsOrScholarshipsAmt
Other Expenditures$38,548OtherExpendituresAmt
End Year Balance$16,319,636EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.75000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.02000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.23000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$53,937OtherCostOrOtherBasisAmt
Depreciation$46,513DepreciationAmt
Book Value$7,424BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,424TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
ASSETS HELD FOR AFFILIATES$44,059,349
INVESTMENT HELD IN TRUST$751,232
OTHER CURRENT ASSETS$28,597
FieldValueIRS element (for citing)
Total Book Value Other Assets$44,839,178TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
INTERAGENCY PAYABLE$54,535
LIABILITIES DUE TO AFFILIATES$44,059,349
FieldValueIRS element (for citing)
Total Liability$44,113,884TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,931,170TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,699,673NetUnrealizedGainsInvstAmt
Revenue Not Reported$3,699,673RevenueNotReportedAmt
Revenue Subtotal$5,231,497RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,231,497TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,748,924TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$5,748,924ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,748,924TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:TO FUND OPERATIONS AND PROGRAMS OF THE CHARITABLE ORGANIZATIONS WITH RESPECT TO THE DONOR'S RESTRICTIONS.
PART X, LINE 2:THE FOUNDATION IS A RECOGNIZED CHARITABLE ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND NORTH CAROLINA INCOME TAXES. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. AS OF JUNE 30, 2023, MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS. AS OF JUNE 30, 2023, THE FOUNDATION'S INCOME TAX RETURNS ARE OPEN AND SUBJECT TO EXAMINATION BY TAX AUTHORITIES WITH RELEVANT JURISDICTION. SHOULD SUCH AN EXAMINATION TAKE PLACE, MANAGEMENT DOES NOT ANTICIPATE ANY SIGNIFICANT ISSUES RELATED TO THE OPEN YEARS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (81 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ADAS ISRAEL CONGREGATION
2850 QUEBEC STREET NWWASHINGTONDC20008530196563$7,903$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
AETZ CHAYM CEMETERY ASSOCIATION
5509-C W FRIENDLY AVEGREENSBORONC27410237107693$10,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
AMERICAN JEWISH WORLD SERVICE
45 WEST 36TH STREETNEW YORKNY10018222584370$10,450$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
AMERICAN PHYSIOLOGICAL SOCIETY
6120 EXECUTIVE BLVD 600ROCKVILLEMD20852530204660$8,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
ARTS COUNCIL OF GREATER
PO BOX 877GREENSBORONC27402560746180$16,610$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
ASHEVILLE SCHOOL
360 SCHOOL ROADASHEVILLENC28806560530248$7,500$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
BALLET HAWAII
735 IWILEI ROADHONOLULUHI96817990163014$10,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
BETH DAVID SYNAGOGUE
804 WINVIEW DRIVEGREENSBORONC27410560731131$229,374$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
BETH MEYER SYNAGOGUE
504 NEWTON ROADRALEIGHNC27615561416767$7,690$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087134092050$25,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
B'NAI SHALOM DAY SCHOOL
804-A WINVIEW DRIVEGREENSBORONC27410560952340$241,491$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
BROWN UNIVERSITY
BOX 1877PROVIDENCERI02912050258809$75,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
CANDLER PARK CONSERVANCY
1638 CLIFTON TERRACE NEATLANTAGA30307473756245$7,500$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
CAROLINA THEATRE OF GREENSBORO
310 SOUTH GREENE STREETGREENSBORONC27401043781645$5,975$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
CHABAD LUBAVITCH OF GREENSBORO
5203 W FRIENDLY AVEGREENSBORONC27410263642700$136,246$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
CHEST FOUNDATION
2595 PATRIOT BOULEVARDGLENVIEWIL60026363286520$10,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
CHILDREN'S HOME SOCIETY OF NORTH CAROLINA
604 MEADOW STGREENSBORONC27405560529946$12,700$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
COMMUNITY FOUNDATION OF GREATER GREENSBORO
301 N ELM STREET SUITE 100GREENSBORONC27401561380249$41,100$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
COMMUNITY THEATRE OF GREENSBORO
520 SOUTH ELM STREETGREENSBORONC27406566085349$6,600$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
CONE HEALTH OFFICE OF INSTITUTIONAL ADVANCEMENT
1200 NORTH ELM STREETGREENSBORONC274011020581588823$8,100$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
CONGREGATON BETH ISRAEL
229 MURDOCK AVENUEASHEVILLENC28804561285187$6,250$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
DELIVERING GOOD INC
266 W 37TH ST 22ND FLOORNEW YORKNY10018133300271$7,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
DENTAL FOUNDATION OF NORTH CAROLINA-UNC SCHOOL OF DENTISTRY
CAMPUS BOX 7450CHAPEL HILLNC27599566304130$10,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
EASTERN MUSIC FESTIVAL DEVELOPMENT OFFICE
PO BOX 22026GREENSBORONC27420560771005$30,540$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
EDUCATIONAL FOUNDATION INC
PO BOX 2446CHAPEL HILLNC27515566058412$162,500$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
FAMILY SERVICE OF THE PIEDMONT
902 BONNER DRIVEJAMESTOWNNC27282562061741$10,200$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
GLOBAL MIDWIFE RESPONSE INCORPORATED
600 ELM STREETMONTPELIERVT05602474315112$6,500$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
GREENSBORO CHAMBER FOUNDATION
PO BOX 3246GREENSBORONC27402237181435$10,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
GREENSBORO DAY SCHOOL
5401 LAWNDALE DRIVEGREENSBORONC27408560949932$21,400$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
GREENSBORO HADASSAH
1816 BEARHOLLOW ROADGREENSBORONC27410560731131$5,908$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
GREENSBORO JEWISH FEDERATION
5509-C WEST FRIENDLY AVENUEGREENSBORONC27410237107693$663,589$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
GREENSBORO SYMPHONY ORCHESTRA
200 NORTH DAVIE STREET SUITE 301GREENSBORONC27401566063111$21,030$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
GREENSBORO URBAN MINISTRY
305 WEST GATE CITY BLVDGREENSBORONC274061240560890545$14,550$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
GUILFORD COUNTY SCHOOLS
712 N EUGENE STREETGREENSBORONC27401566000522$11,800$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
GUILFORD URBAN FARMING INITIATIVE
2226 OAK HILL DRIVEGREENSBORONC27408843978609$30,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
HADASSAH
PO BOX 1100NEW YORKNY102681100136110872$5,800$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
HOLY TRINITY EPISCOPAL CHURCH
607 N GREENE STREETGREENSBORONC27401560530002$6,300$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
INTERACTIVE RESOURCE CENTER
PO BOX 20568GREENSBORONC274200568800315285$5,650$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
ISRAEL POLICY FORUM
355 LEXINGTON AVENUENEW YORKNY10017900653286$10,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
JEWISH COMMUNITY COUNCIL OF WINSTON-SALEM
2150 COUNTRY CLUB RD SUITE 222WINSTONSALEMNC27104581410327$10,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
JEWISH EDUCATIONAL LOAN FUND
6065 ROSWELL RD SUITE 740SANDY SPRINGSGA30328580568686$6,300$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
JEWISH FAMILY SERVICES OF THE GREENSBORO JEWISH FEDERATION
5509-C WEST FRIENDLY AVENUGREENSBORONC27410237107693$39,075$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
JEWISH FEDERATION OF GREATER METRO WEST NJ
901 ROUTE 10 PO BOX 929WHIPPANYNJ07981221487222$40,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
JEWISH NATIONAL FUND
42 EAST 69TH STREETRALEIGHNY10021832880252$8,300$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
LEADING EDGE ALLIANCE INC
85 BROAD STREET 16TH FLOORNEW YORKNY10004812625263$25,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
LEUKEMIA AND LYMPHOMA SOCIETY OF NORTH CAROLINA-VIRGINIA
PO BOX 22443NEW YORKNY100872443135644916$133,360$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
MAZON A JEWISH RESPONSE TO HUNGER
10850 WILSHIRE BLVD SUITELOS ANGELESCA90024222624532$5,910$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
MILWAUKEE JEWISH FEDERATION
1360 NORTH PROSPECT AVENUEMILWAUKEEWI532023094390806312$7,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
MIRIAM P BRENNER CHILDREN'S MUSEUM
220 NORTH CHURCH STREETGREENSBORONC27401561959695$270,650$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
MOUNT HOLYOKE COLLEGE OFFICE OF DEVELOPMENT
50 COLLEGE STREETSOUTH HADLEYMA010751485042103578$6,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
NCCJ
713 NORTH GREENE STREETGREENSBORONC27401061753756$16,880$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
NORTH CAROLINA HILLEL
210 WEST CAMERON AVENUECHAPEL HILLNC27516566094521$27,034$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
NORTHWELL HEALTH FOUNDATION
2000 MARCUS AVENUENEW HYDE PARKNY11042112965575$211,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
P E F ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVENUE STE1501NEW YORKNY10017136104086$34,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
PARDES INSTITUTE OF JEWISH STUDIES
228 PARK AVENUES S-35858NEW YORKNY10003222594099$10,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
PENN STATE HILLEL THE GUTTERMAN FAMILY CENTER
PO BOX 647STATE COLLEGEPA16804231365179$20,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
PHARMACY FOUNDATION OF NORTH CAROLINA
194 FINLEY GOLF COURSE RD SUITE 106CHAPEL HILLNC27517566037918$350,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
PIEDMONT TRIAD CHARITABLE FOUNDATION DBA WYNDHAM CHAMPIONSHIP
416 GALLIMORE DAIRY ROAD SUITE MGREENSBORONC27409566085407$10,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
PLANNED PARENTHOOD HEALTH SYSTEMS - ASHEVILLE HEALTH
68 MCDOWELL STASHEVILLENC28801561282557$7,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
PLANNED PARENTHOOD SOUTH ATLANTIC
100 SOUTH BOYLAN AVENUERALEIGHNC27603561282557$6,280$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
RAMAH DAROM INC
6400 POWERS FERRY ROAD NW SUITE 215ATLANTAGA30339582146741$5,150$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
SARASOTA ORCHESTRA
709 N TAMIAMI TRAILSARASOTAFL34236592603081$10,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
SENIOR RESOURCES OF GUILFORD
P O BOX 21993GREENSBORONC27420561181577$15,700$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
TEMPLE EMANUEL
1129 JEFFERSON ROADGREENSBORONC27410560543235$139,034$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
THE ALFRED AND ADELE DAVIS ACADEMY
8105 ROBERTS DRIVEATLANTAGA30350581970181$10,750$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
UNC - CHAPEL HILL OFFICE OF UNIVERSITY
208 WEST FRANKLIN STREETCHAPEL HILLNC275996100566001393$106,785$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
UNC - GREENSBORO
PO BOX 26170GREENSBORONC27402566086393$252,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
UNITED WAY GSO
1500 YANCEYVILLE STREETGREENSBORONC27405560668555$101,421$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
UNIVERSITY OF CINCINNATI
PO BOX 19970CINCINNATIOH45219310896555$50,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
UNIVERSITY OF GEORGIA FOUNDATION
GIFT ACCOUNTING 1 PRESS PLACEATHENSGA30601586033837$6,100$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
WAKE FOREST BAPTIST HEALTH
PO BOX 571021WINSTONSALEMNC27104223849199$10,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
1 MEDICAL CENTER BLVDWINSTONSALEMNC27157510190238$10,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
WASHINGTON HEBREW CONGREGATION
3935 MACOMB STREET NWWASHINGTONDC20016530196646$19,300$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
WASHINGTON PERFORMING ARTS SOCIETY
1400 K STREET SUITE 500WASHINGTONDC20005526062439$35,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
WELL-SPRING RETIREMENT COMMUNITY
4100 WELL SPRING DRIVEGREENSBORONC27410561599072$12,050$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
WOMEN'S RESOURCE CENTER
628 SUMMIT AVENUEGREENSBORONC27405561891618$18,948$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
WOOD RIVER JEWISH COMMUNITY
P O BOX 837KETCHUMID83340820407350$9,220$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
YMCA OF NORTHWEST NORTH CAROLINA
775 W END BLVDWINSTONSALEMNC27101560530013$30,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
YWCA
1807 EAST WENDOVER AVENUEGREENSBORONC27405560543243$10,400$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
CENTROPA
1141 LOXFORD TERRACESILVERSPRINGMD20901581970134$6,500$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS
NORTH AMERICAN FRIENDS OF ORANIM
1111 E FAIRY CHASM ROADBAYSIDEWI53217222388849$10,000$0CHARITABLE SUPPORT FOR PROGRAMS & OPERATIONS OF THE DONEE ORGANIZATIONS

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationHOW GRANTS ARE MONITORED - 501(C)(3) STATUS IS CONFIRMED FOR ALL GRANTEES ON AN ANNUAL BASIS. ALL GRANTS REQUIRE BOARD APPROVAL PRIOR TO DISTRIBUTION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSUSAN GUTTERMANPersonNm
TitleENDOWMENT DIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$149,932CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$12,550NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$162,482TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution36ContributionCnt
Noncash Contributions Rpt F990$2,566,873NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2MANY BOARD MEMBERS KNOW EACH OTHER AND HAVE AT ONE TIME OR ANOTHER ENGAGED IN A BUSINESS OR PERSONAL RELATIONSHIP IN THE COMMUNITY WITH EACH OTHER OUTSIDE OF THEIR RESPONSIBILITIES AS MEMBERS OF THE BOARD OF DIRECTORS OF JEWISH FOUNDATION OF GREENSBORO.
FORM 990, PART VI, SECTION A, LINE 7ATHE ANNUAL MEETING OF THE MEMBERS OF THE CORPORATION SHALL BE HELD EACH YEAR AT SUCH TIME IN THE MONTH OF APRIL, MAY OR JUNE AS THE CHAIR OF THE CORPORATION MAY DESIGNATE. SUCH MEETING SHALL BE HELD FOR THE PURPOSE OF ELECTING MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS, RECEIVING REPORTS OF THE CHAIR, AND THE TRANSACTING OF ANY AND ALL MATTERS PRESENTED AT SUCH TIME.
FORM 990, PART VI, SECTION B, LINE 11BTHE FINANCE COMMITTEE IS ENTRUSTED BY THE BOARD OF DIRECTORS WITH THE RESPONSIBILITY OF REVIEWING THE ORGANIZATION'S 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY AND EACH OFFICER, BOARD AND COMMITTEE MEMBER WILL SIGN A STATEMENT DISCLOSING ANY CONFLICT OF INTEREST, AS WELL AS ACKNOWLEDGEMENT THAT HE/SHE HAS READ, UNDERSTANDS AND AGREES TO COMPLY WITH THE POLICY. ANY CONFLICTS OF INTEREST ARE ADDRESSED AND VOTED ON WHEN NEEDED.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND AT THE DISCRETION OF THE ENDOWMENT DIRECTOR
FORM 990, PART VII, COLUMN ESUSAN GUTTERMAN RECEIVES COMPENSATION FROM THE GREENSBORO JEWISH FEDERATION, WHO IS THE PARENT COMPANY OF THE JEWISH FOUNDATION OF GREENSBORO.
FORM 990, PART XI, LINE 9:TRANSFER NET ASSETS FROM GREENSBORO JEWISH FEDERATION - EIN 23-7107693 39,075,300.
FORM 990 PART XII, LINE 2CTHE FINANCE COMMITTEE IS ENTRUSTED BY THE BOARD TO PROVIDE OVERSIGHT OVER THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED IN THE CURRENT TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1GREENSBORO JEWISH FEDERATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15509 W FRIENDLY AVE STE CAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27410ZIPCd
FieldValueIRS element (for citing)
EIN237107693EIN
Primary ActivitiesSALARY FOR ENDOWMENT DIRECTORPrimaryActivitiesTxt
Legal Domicile StateNCLegalDomicileStateCd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
GREENSBORO JEWISH FEDERATION
O$149,932
GREENSBORO JEWISH FEDERATION
B$802,148
GREENSBORO JEWISH FEDERATION
P$701,998
GREENSBORO JEWISH FEDERATION
S$39,075,300

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE R, PART IIFormAndLineReferenceDesc
ExplanationIN 2021, THE FEDERATION INITIATED A GOVERNANCE RESTRUCTURING TO PROTECT ASSETS HELD AT THE FOUNDATION WHICH RESULTED IN THE FEDERATION CONTINUING AS A SECTION 501(C)(3) NON-PROFIT ORGANIZATION WITH JFS AS AN LLC. THE FOUNDATION BECAME A SEPARATELY INCORPORATED SECTION 501(C)(3) ORGANIZATION WITH THE FEDERATION AS THE SOLE MEMBER OF THE CORPORATION.ExplanationTxt