2025-05-12T11:01:38-07:00 2024-12-31 850218454 Balkcom & Company CPAs PA 1201 Eubank NE Ste 4 Albuquerque NM 87112 990 2024-01-01 464161463 JEWISH COMMUNITY FOUNDATION OF NM JEWI 5053484472 5520 WYOMING BLVD NE ALBUQUERQUE NM 87109 STEVEN ROGERS Treasurer 2025-05-12 true true LAWRENCE A PEARSALL P00033858 5052930173 2024 2025-03-06 01:10:19Z SARAH WINGER 1530750 false X www.jcfnm.org X 2013 NM 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. 18 18 2 25 0 411922 1038086 44132 48954 460729 442710 -1090 -2210 915693 1527540 647931 810993 0 51255 62459 0 22171 99023 100463 798209 973915 117484 553625 9421909 10427067 4226011 4677544 5195898 5749523 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. false false 881802 810993 48954 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 $810,993 TO 206 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. ONE COLLEGE SCHOLARSHIP, THIRTEEN CAMP SCHOLARSHIPS, AND ONE ISRAEL EXPERIENCE SCHOLARSHIP WERE AWARDED ON BEHALF OF NEW MEXICO YOUTH AND YOUNG ADULTS.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 75 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 NEW MEXICO JEWISH ORGANIZATIONS (6 IN ALBUQUERQUE, 2 IN SANTA FE, AND 1 IN LOS ALAMOS) ARE PARTICIPATING. THE PROGRAM, SINCE INCEPTION IN 2018, HAD GENERATED LEGACY GIFTS WITH AN ESTIMATED VALUE OF $6.8 MILLION AND $1.3 MILLION OF REALIZED ENDOWMENT GIFTS AS OF DECEMBER 31, 2024. FOUNDATION MANAGED INVESTMENTS TO MAXIMIZE RETURNS CONSISTENT WITH ITS INVESTMENT AND DISTRIBUTION POLICIES. 881802 true true false false false true false false false true false false false true true true true false false false false false false false false false false true false false false false false false false false false false true false false false false false false false false true 4 0 true 2 true false false false false false false false 0 false false false false false false false false false false X 18 18 true false false false false false false true true false false true true true true false false false false false NM X X SARAH WINGER 5053484472 5520 WYOMING BLVD NE ALBUQUERQUE NM 87109 ERIKA RIMSON Executive Dir. 30.00 0.00 X X 54720 0 0 HARVEY BUCHALTER Director 1.00 0.00 X 0 0 0 LISA FRIEDMAN Director 1.00 0.00 X 0 0 0 CHARLES BUXBAUM Director 1.00 0.00 X 0 0 0 SARAH NEWMAN Director 1.00 0.00 X 0 0 0 BOB DAVIS TREASURER/DIR 2.00 0.00 X X 0 0 0 MAGGIE HIRSCH Director 1.00 0.00 X 0 0 0 JOANNA COLANGELO Director 1.00 0.00 X 0 0 0 MICHAEL WALD Director 1.00 0.00 X 0 0 0 KEN WARNER Director 1.00 0.00 X 0 0 0 MICHAEL KRASHIN Director 1.00 0.00 X 0 0 0 RON WINGER Director 1.00 0.00 X 0 0 0 SUZIE LUBAR Director 1.00 0.00 X 0 0 0 JANE WISHNER Vice Chair/Dir 2.00 0.00 X X 0 0 0 STEVEN ROGERS Director 1.00 0.00 X 0 0 0 JUDITH ZABEL SECRETARY/DIR 2.00 0.00 X X 0 0 0 NAOMI SANDWEISS Director 1.00 0.00 X 0 0 0 JAY ROSENBLUM Director 1.00 0.00 X 0 0 0 DAN NEWMAN CHAIR/DIRECTOR 2.00 0.00 X X 0 0 0 54720 0 false false false 0 1038086 160174 1038086 ADMINISTRATIVE FEES 561000 48954 48954 48954 442710 442710 0 0 0 0 1000 3210 -2210 0 0 0 1527540 491664 810993 810993 0 0 0 54720 16416 27360 10944 0 3197 959 1598 640 0 0 4542 1363 2271 908 0 5607 2804 2242 561 19798 9899 7919 1980 0 0 53634 26817 21454 5363 0 2324 1162 930 232 3469 1735 1387 347 5510 2755 2204 551 0 3000 1500 1200 300 1067 534 426 107 0 0 0 0 0 2067 1034 826 207 support for community calendar 3600 3600 Postage and Shipping 312 156 125 31 educational outreach 75 75 0 973915 881802 69942 22171 211403 317201 0 91500 5391 5621 0 0 0 0 4067 3860 0 0 0 0 0 9201048 10008885 9421909 10427067 7382 3394 4218629 4674150 4226011 4677544 X 2869688 3199897 2326210 2549626 5195898 5749523 9421909 10427067 553625 X false true X true false X 912161 880159 1517380 411922 1038086 4759708 0 0 912161 880159 1517380 411922 1038086 4759708 0 4759708 41625 302792 23740 25879 34717 428753 0 0 5188461 0.91740 0.82430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37 727636 485202 2267957 true true 4339646 793982 411054 581022 48537 4915123 4469968 425661 446227 957822 44388 4339646 4181199 1116359 -297798 486383 43409 4469968 3272893 779373 486801 318545 39323 4181199 2637530 728349 298725 362239 29472 3272893 0.50000 0.30000 0.20000 false false false CHARITABLE REMAINDER TRUST 127043 10008885 ASSETS HELD FOR OTHERS 4674150 4674150 X 1530750 3210 3210 1527540 1527540 973915 973915 973915 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, 2024. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 FUNDRAISING DINNER EXPENSE $3210 true ADL 605 THIRD AVENUE NEW YORK NY 10158 131818723 7800 0 GENERAL SUPPORT AJC 165 E 56TH ST NEW YORK NY 10022 135563393 9705 0 EDUCATION & GENERAL SUPPORT BOSQUE SCHOOL 2000 BOSQUE SCHOOL RD NE ALBUQUERQUE NM 87120 850420092 25000 0 ENVIRONMENT EDUCATION CHILDRENS HOSPITAL COLORADO 13123 EAST 16TH AVE BOX 045 AURORA CO 80045 840813462 10000 0 GENERAL SUPPORT COLUMBIA RIVERKEEPER 1125 SE MADISON ST 103A PORTLAND OR 97214 911583492 10000 0 GENERAL SUPPORT CONGREGATION ALBERT 3800 LOUISIANA BLVD NE ALBUQUERQUE NM 87110 850124933 42340 0 GENERAL SUPPORT AND EDUCATION FIDELITY CHARITABLE PO BOX 770001 CINCINNATI OH 45277 110303001 32375 0 GENERAL SUPPORT HADASSAH FOUNDATION 40 WALL STREET 8TH FLOOR NEW YORK NY 10005 134022483 5200 0 GENERAL SUPPORT HILLEL AT UNM 1701 SIGMA CHI NE ALBUQUERQUE NM 87106 521844823 14932 0 GENERAL SUPPORT JEWISH COMMUNITY CENTER ABQ 5520 WYOMING BLVD NE ALBUQUERQUE NM 87109 850457178 72788 0 GENERAL SUPPORT;SOCIAL SERVICES JEWISH COMMUNITY FOUNDATION 5520 WYOMING BLVD NE ALBUQUERQUE NM 87109 464161463 24125 0 GENERAL SUPPORT JEWISH FED OF PRINCETON 4 PRINCESS RD 211 LAWRENCEVILLE NJ 08648 232215070 5300 0 GENERAL SUPPORT NATIONAL DANCE INSTITUTE 4800 CENTRAL SE ALBUQUERQUE NM 87108 850431846 10000 0 GENERAL SUPPORT NEW MEXICO HOLOCAUST MUSEUM PO BOX 1762 ALBUQUERQUE NM 87103 850456900 8810 0 GENERAL SUPPORT NM FOUNDATION 8 CALLE MEDICO SANTA FE NM 87505 850311210 180905 0 DESIGNATED PROGRAMS NM IMMIGRANT LAW CENTER PO BOX 7040 ALBUQUERQUE NM 87194 273303237 6000 0 GENERAL SUPPORT NM JEWISH HISTORICAL SOCIETY 5520 WYOMING BLVD NE ALBUQUERQUE NM 87109 850350614 10202 0 GENERAL SUPPORT PLANNED PARENTHOOD OF RM 7155 E 38TH AVENUE DENVER CO 90207 841191279 14500 0 GENERAL SUPPORT ROADRUNNER FOOD BANK 5840 OFFICE BLVD NE ALBUQUERQUE NM 87109 850278525 14700 0 GENERAL SUPPORT UNITED WAY NORTH CENTRAL NM PO BOX 25147 ALBUQUERQUE NM 87125 850277138 15000 0 GENERAL SUPPORT UNM FOUNDATION 700 LOMAS BLVD NE ALBUQUERQUE NM 87102 850275408 11500 0 LECTURE SERIES WILSHIRE BOULEVARD TEMPLE 3663 WILSHIRE BOULEVARD LOS ANGELES CA 90010 951691339 5780 0 GENERAL SUPPORT 11 11 Grantmaker's Description of How Grants are Used 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. 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 FROM 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. X 5 160174 SALES PRICE false true false Form 990, Part VI, Section A, Line 2 DAN NEWMAN (DIRECTOR) AND SARAH NEWMAN (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.