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JEWISH FEDERATION FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION FOUNDATION (EIN 05-0259003)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-14
IRS object ID
201901349349309100
Schema version
2017v2.3
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)
Return2019-05-14T16:10:57-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050409384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAHN LITWIN RENZA & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1951 NORTH MAIN STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02904ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050259003EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION FOUNDATIONBusinessNameLine1Txt
Business Name Line2OF GREATER RHODE ISLANDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone4014214111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 ELMGROVE AVENUEAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02906ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonADAM GREENMANPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone4014214111PhoneNum
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBORAH A HOPKINSPreparerPersonNm
PTINP00167843PTIN
Phone4012742001PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.117.160.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-14IPDt
IP Tm08:40:45IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id943C2B779621AE68CF3E0BED5C235FDF89DF7949AtSubmissionCreationDeviceId
At Submission Filing Device Id6C9B1A35775087DBDB8A6D25ECA509C7F6C27838AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerADAM GREENMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 ELMGROVE AVENUEAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02906ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,387,251GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHALLIANCERI.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1945FormationYr
Legal Domicile StateRILegalDomicileStateCd
Activity Or MissionTO PROMOTE GENERAL JEWISH WELFARE THROUGH THE SUPPORT OF JEWISH CHARITABLE, CULTURAL, AND RELIGIOUS ORGANIZATIONS AND TO ASSIST IN COMMUNAL ACTIVITIES. TO SUPPORT THE MISSION OF THE JEWISH ALLIANCE OF GREATER RHODE ISLAND.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$4,240TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,172,985PYContributionsGrantsAmt
CY Contributions Grants$815,800CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,035,560PYInvestmentIncomeAmt
CY Investment Income$2,035,151CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,208,545PYTotalRevenueAmt
CY Total Revenue$2,850,951CYTotalRevenueAmt
PY Grants And Similar Paid$2,870,303PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,182,137CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$141,345CYTotalFundraisingExpenseAmt
PY Other Expenses$634,459PYOtherExpensesAmt
CY Other Expenses$794,705CYOtherExpensesAmt
PY Total Expenses$3,504,762PYTotalExpensesAmt
CY Total Expenses$3,976,842CYTotalExpensesAmt
PY Revenues Less Expenses$703,783PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,125,891CYRevenuesLessExpensesAmt
Total Assets BOY$58,420,690TotalAssetsBOYAmt
Total Assets EOY$60,092,887TotalAssetsEOYAmt
Total Liabilities BOY$7,279,128TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,021,044TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$51,141,562NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$52,071,843NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO SUPPORT THE MISSION OF ITS SOLE CORPORATE MEMBER, JEWISH ALLIANCE OF GREATER RHODE ISLAND (A 501(C)(3) TAX EXEMPT ORGANIZATION), AND TO ENHANCE THE QUALITY OF JEWISH LIFE IN THE GREATER RHODE ISLAND COMMUNITY AND WORLDWIDE THROUGH EDUCATIONAL, CHARITABLE, SOCIAL SERVICE, CULTURAL, RELIGIOUS AND RECREATIONAL ENDEAVORS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,456,243ExpenseAmt
Grant$3,182,137GrantAmt
DescTHE FOUNDATION PROMOTES GENERAL JEWISH WELFARE THROUGH THE SUPPORT OF JEWISH CHARITABLE, CULTURAL AND RELIGIOUS ORGANIZATIONS AND ASSISTS IN COMMUNAL ACTIVITIES. THE FOUNDATION SUPPORTS ITS SOLE CORPORATE MEMBER, JEWISH ALLIANCE OF GREATER RHODE ISLAND, ALONG WITH OTHER COMMUNITY ORGANIZATIONS.Desc
Total Program Service Expenses$3,456,243TotalProgramServiceExpensesAmt
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 CounselingYes (1)CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
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 ActivitiesYes (1)ForeignActivitiesInd
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 IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryBDForeignCountryCd
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
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
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
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADAM GREENMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4014214111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 ELMGROVE AVENUEAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02906ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
SHARON GAINES
CHAIR OF THE BOARD1.50Yes (X)Yes (X)$0$0$0
ROBERT SHERWIN
VICE CHAIR OF THE BOARD1.50Yes (X)Yes (X)$0$0$00.50
STEVEN SHALANSKY
TREASURER0.50Yes (X)Yes (X)$0$0$0
CHERYL GREENFELD TEVEROW
SECRETARY0.50Yes (X)Yes (X)$0$0$0
MELVIN G ALPERIN
DIRECTOR0.50Yes (X)$0$0$00.50
MITZI BERKELHAMMER
DIRECTOR, EX-OFFICIO0.50Yes (X)$0$0$04.00
ROBIN ENGLE
DIRECTOR0.50Yes (X)$0$0$0
H JACK FEIBELMAN
DIRECTOR0.50Yes (X)$0$0$0
MARK FEINSTEIN
DIRECTOR0.50Yes (X)$0$0$00.50
DAVID M HIRSCH
DIRECTOR0.50Yes (X)$0$0$0
MARILYN KAPLAN
DIRECTOR0.50Yes (X)$0$0$0
SCOTT LIBMAN
DIRECTOR0.50Yes (X)$0$0$0
RICHARD A LICHT
DIRECTOR0.50Yes (X)$0$0$00.50
MICHAEL NULMAN
DIRECTOR0.50Yes (X)$0$0$0
RALPH POSNER
DIRECTOR0.50Yes (X)$0$0$0
JAY ROSENSTEIN
DIRECTOR0.50Yes (X)$0$0$0
MATHEW SHUSTER
DIRECTOR0.50Yes (X)$0$0$0
HERBERT STERN
DIRECTOR0.50Yes (X)$0$0$0
MINDY WACHTENHEIM
DIRECTOR0.50Yes (X)$0$0$0
JEFFREY K SAVIT
PRESIDENT/CEO (UP TO 8/17)8.00Yes (X)$0$142,450$4,27332.00
DANIEL HAMEL
CHIEF FINANCIAL OFFICER32.00Yes (X)$0$103,263$10,1758.00
ADAM GREENMAN
PRESIDENT/CEO (AS OF 8/17)8.00Yes (X)$0$60,073$6,90132.00
MINNA ELLISON
SENIOR VICE PRESIDENT1.50$0$123,333$10,13428.50Yes (X)
TRINE LUSTIG
VP OF PHILANTHROPY8.00$0$111,113$3,39332.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$540,232TotReportableCompRltdOrgAmt
Total Other Compensation$34,876TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$815,800AllOtherContributionsAmt
Noncash Contributions$550,633NoncashContributionsAmt
Total Contributions$815,800TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,023,768TotalRevenueColumnAmt
Unrelated Business Revenue$4,240UnrelatedBusinessRevenueAmt
Exclusion$1,019,528ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,547,683SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,536,300SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,011,383SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,011,383TotalRevenueColumnAmt
Exclusion$1,011,383ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,850,951TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4,240UnrelatedBusinessRevenueAmt
Exclusion$2,030,911ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,129,537TotalAmt
Program Services$3,129,537ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$52,600TotalAmt
Program Services$52,600ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,526TotalAmt
Program Services$1,669ProgramServicesAmt
Management And General$1,102ManagementAndGeneralAmt
Fundraising$755FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt
Management And General$30,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$268,445TotalAmt
Management And General$268,445ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,359TotalAmt
Program Services$1,787ProgramServicesAmt
Management And General$13ManagementAndGeneralAmt
Fundraising$559FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$41TotalAmt
Management And General$41ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SHARED PERSONNEL COSTS$483,260$270,650$72,579$140,031
ALLOCATED ADMINISTRATIV$7,074$7,074

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,976,842TotalAmt
Program Services$3,456,243ProgramServicesAmt
Management And General$379,254ManagementAndGeneralAmt
Fundraising$141,345FundraisingAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,690BOYAmt
EOY$47,138EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,169BOYAmt
EOY$2,169EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,300LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,300BOYAmt
EOY$1,300EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$32,540,056BOYAmt
EOY$33,862,844EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$25,721,420BOYAmt
EOY$26,051,269EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$129,055BOYAmt
EOY$128,167EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$58,420,690BOYAmt
EOY$60,092,887EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$104,577BOYAmt
EOY$133,334EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$6,460,592BOYAmt
EOY$6,895,115EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$713,959BOYAmt
EOY$992,595EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,279,128BOYAmt
EOY$8,021,044EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$32,229,259BOYAmt
EOY$32,488,282EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,087,348BOYAmt
EOY$3,712,174EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,824,955BOYAmt
EOY$15,871,387EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$51,141,562BOYAmt
EOY$52,071,843EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$58,420,690BOYAmt
EOY$60,092,887EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,125,891ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,655,994NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$599,822OtherChangesInNetAssetsAmt
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)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JEWISH ALLIANCE OF GREATER RHODE ISLANDBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN274127671EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$993,507SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$993,507SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION A, LINE 6:FormAndLineReferenceDesc
ExplanationGRANTS WERE MADE TO OTHER SECTION 501(C)(3) ORGANIZATIONS WHICH CARRY OUT THE CHARITABLE PURPOSE OF THE JEWISH FEDERATION FOUNDATION OF GREATER RHODE ISLAND (FOUNDATION) IN ACCORDANCE WITH THE REQUIREMENTS OF SECTION 509(A)(3). SUCH GRANTS ARE IN FURTHERANCE OF THE FOUNDATION'S EXEMPT PURPOSE AND SUPPLEMENTS AS WELL AS ASSISTS IN PERFORMING THE FUNCTION OF THE FOUNDATION BY SUPPLEMENTING AND ENHANCING THE FOUNDATION'S GRANT MAKING PROGRAM. A LIST OF SUCH GRANTS IN EXCESS OF $5,000 IS INCLUDED IN SCHEDULE I.ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held97DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$673,751DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,774,351DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$18,569,270DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,578,429BeginningYearBalanceAmt
Contributions$87,946ContributionsAmt
Investment Earnings Or Losses$2,552,865InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,299,180GrantsOrScholarshipsAmt
Administrative Expenses$368,740AdministrativeExpensesAmt
End Year Balance$32,551,320EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,292,371BeginningYearBalanceAmt
Contributions$194,807ContributionsAmt
Investment Earnings Or Losses$3,745,693InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,324,018GrantsOrScholarshipsAmt
Administrative Expenses$330,424AdministrativeExpensesAmt
End Year Balance$31,578,429EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,178,040BeginningYearBalanceAmt
Contributions$2,646,011ContributionsAmt
Investment Earnings Or Losses-$769,741InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,447,141GrantsOrScholarshipsAmt
Administrative Expenses$314,798AdministrativeExpensesAmt
End Year Balance$29,292,371EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$33,538,483BeginningYearBalanceAmt
Contributions$468,397ContributionsAmt
Investment Earnings Or Losses-$122,231InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,287,309GrantsOrScholarshipsAmt
Administrative Expenses$419,300AdministrativeExpensesAmt
End Year Balance$29,178,040EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,452,984BeginningYearBalanceAmt
Contributions$19,327,219ContributionsAmt
Investment Earnings Or Losses$4,539,783InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,535,225GrantsOrScholarshipsAmt
Administrative Expenses$246,278AdministrativeExpensesAmt
End Year Balance$33,538,483EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.42350BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.46370PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.11280TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,300InvestmentCostOrOtherBasisAmt
Book Value$1,300BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,300TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
FOREIGN BONDS$1,875,000F
LIMITED PARTNERSHIPS AND LIMITED LIABILITY COMPANIES$24,176,269F
FieldValueIRS element (for citing)
Total Book Value Securities$26,051,269TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
LIABILITIES UNDER SPLIT INTEREST AGREEMENTS$495,839
DUE TO JEWISH ALLIANCE OF GREATER RI$496,756
FieldValueIRS element (for citing)
Total Liability$992,595TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE ORGANIZATION HOLDS FUNDS AS AGENT FOR OTHER COMMUNAL ENTITIES AND FOLLOWS THE REQUIREMENTS OF FASB ASC 958, "TRANSFERS OF ASSETS TO A NOT-FOR-PROFIT ORGANIZATION OR CHARITABLE TRUST THAT RAISES OR HOLDS CONTRIBUTIONS FOR OTHERS". THIS STATEMENT ESTABLISHES STANDARDS FOR TRANSACTIONS IN WHICH A COMMUNITY FOUNDATION ACCEPTS A CONTRIBUTION FROM A DONOR AND AGREES TO TRANSFER THOSE ASSETS, THE RETURN ON INVESTMENT OF THOSE ASSETS OR BOTH TO ANOTHER ENTITY THAT IS SPECIFIED BY THE DONOR. THIS STATEMENT SPECIFICALLY REQUIRES THAT IF A NOT-FOR-PROFIT ORGANIZATION (NPO) ESTABLISHES A FUND AT A COMMUNITY FOUNDATION WITH ITS OWN FUNDS AND SPECIFIES ITSELF AS THE BENEFICIARY OF THAT FUND, THE COMMUNITY FOUNDATION MUST ACCOUNT FOR THE TRANSFER OF SUCH ASSETS AS A LIABILITY. THE ORGANIZATION REFERS TO SUCH FUNDS AS FUNDS HELD AS AGENT FOR OTHER COMMUNAL ENTITIES. THE ORGANIZATION MAINTAINS LEGAL OWNERSHIP OF THESE ENDOWMENT FUNDS AND AS SUCH CONTINUES TO REPORT THE FUNDS AS ASSETS OF THE ORGANIZATION. IN ACCORDANCE WITH FASB ASC 958, A LIABILITY HAS BEEN ESTABLISHED FOR THE FAIR VALUE OF THE FUNDS.
PART V, LINE 4:THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE AS FOLLOWS: 1) PROFESSIONAL DEVELOPMENT OF JEWISH COMMUNAL PROFESSIONALS IN RHODE ISLAND. 2) SUPPORT OF THE JEWISH ALLIANCE OF GREATER RHODE ISLAND'S ANNUAL CAMPAIGN. 3) SUPPORT OF THE JEWISH COMMUNITY'S CULTURAL, ARTISTIC, AND EDUCATIONAL PROGRAMS. 4) SUBSIDIZE TRAVEL TO ISRAEL BY STUDENTS, TEENS AND YOUNG ADULTS. 5) PAYMENTS OF THE ORGANIZATION'S UNEMPLOYMENT CLAIMS. 6) SUPPORT OF THE URI HILLEL. 7) SUPPORT OF THE JEWISH ALLIANCE OF GREATER RHODE ISLAND'S CAPITAL CAMPAIGN. AND, 8) SUPPORT OPERATIONS OF THE JEWISH ALLIANCE OF GREATER RHODE ISLAND.
PART X, LINE 2:THE FOUNDATION IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE FEDERAL AND STATE LEVELS. THE FOUNDATION ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX AND IRS FORM 990-T - EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE FOUNDATION CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. FOR THE FOUNDATION'S TAX YEAR ENDED JUNE 30, 2018, THERE ARE NO INCOME TAXES RELATED TO TAXABLE TRANSACTIONS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,RegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConductedTxt
Region Total Expenditures$4,155,653RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$4,155,653SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$4,155,653TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3, COLUMN FFormAndLineReferenceDesc
ExplanationARCHIPELAGO HOLDING, LTD., INCORPORATED IN BERMUDA ON APRIL 26, 2001 AS AN OPEN-ENDED INVESTMENT COMPANY WITH LIMITED LIABILITY AND AS SUCH CAN ISSUE AND REDEEM ITS PARTICIPATING SHARES AT PRICES BASED UPON THEIR NET ASSET VALUE. BOOK VALUE OF THIS INVESTMENT AS OF JUNE 30, 2018, IS $4,155,653.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (44 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
CAMP JORI
1065 WORDENS POND ROADWAKEFIELDRI02880050268612501(C)(3)$19,424GENERAL OPERATIONS
CHABAD LUBAVITCH OF GREENWICH
75 MASON STREETGREENWICHCT06830223616874501(C)(3)$360,000GENERAL OPERATIONS
CITY YEAR
275 WESTMINSTER STREET 500PROVIDENCERI02903222882549501(C)(3)$10,000GENERAL OPERATIONS
COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC
126 HIGH STREETBOSTONMA02110042103559501(C)(3)$37,500GENERAL OPERATIONS
CONGREGATION BETH SHOLOM
275 CAMP STREETPROVIDENCERI02906050271585501(C)(3)$6,913GENERAL OPERATIONS
DANA FARBER CANCER INSTITUTE
450 BROOKLINE AVENUEBOSTONMA02215042263040501(C)(3)$11,500GENERAL OPERATIONS
DENVER BOTANIC GARDEN
909 YORK STREETDENVERCO80206840440359501(C)(3)$15,000GENERAL OPERATIONS
FOUNDATION FOR LIVING BEAUTY
234 N EL MOLINO AVENUE STE 202PASADENACA91101202914212501(C)(3)$30,000GENERAL OPERATIONS
HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC
50 WEST 58TH STNEW YORKNY10101131656651501(C)(3)$6,834GENERAL OPERATIONS
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE AT URI
6 FRATERNITY CIRCLEKINGSTONRI02881056019148501(C)(3)$20,622GENERAL OPERATIONS
HOME & HOSPICE CARE OF RHODE ISLAND
1085 NORTH MAIN STREETPROVIDENCERI02904510192422501(C)(3)$10,450GENERAL OPERATIONS
JEWISH ALLIANCE OF GREATER RHODE ISLAND
401 ELMGROVE AVENUEPROVIDENCERI02906274127671501(C)(3)$1,561,758GENERAL OPERATIONS
JEWISH ALLIANCE OF GREATER RHODE ISLAND
401 ELMGROVE AVENUEPROVIDENCERI02906274127671501(C)(3)$212,040DEBT SERVICE SUBSIDY
JEWISH COMMUNAL FUND
575 MADISON AVENUE SUITE 703NEW YORKNY10021237174183501(C)(3)$75,000GENERAL OPERATIONS
JEWISH COMMUNITY CENTER OF GREATER BOSTON
333 NAHANTON STREETNEWTONMA02459042317972501(C)(3)$7,500GENERAL OPERATIONS
JEWISH COMMUNITY FOUNDATION
300 S DAHLIA STREET STE 300DENVERCO80246010831698501(C)(3)$5,000GENERAL OPERATIONS
JEWISH DAY SCHOOL OF PROVIDENCE
85 TAFT AVENUEPROVIDENCERI02906453007322501(C)(3)$43,884AGENCY ENDOWMENT WITHDRAWALS
JEWISH DAY SCHOOL OF PROVIDENCE
85 TAFT AVENUEPROVIDENCERI02906453007322501(C)(3)$52,340GENERAL OPERATIONS
JEWISH FEDERATION OF GREATER HOUSTON
5603 S BRAESWOOD BLVDHOUSTONTX77096741109654501(C)(3)$5,000GENERAL OPERATIONS
JEWISH FEDERATION OF GREATER METROWEST NJ
901 ROUTE 10 EASTWHIPPANYNJ07981221487222501(C)(3)$5,400GENERAL OPERATIONS
JEWISH FEDERATION OF PALM SPRINGS & DESERT AREA
69710 HIGHWAY 111RANCHO MIRAGECA92270237211881501(C)(3)$6,000GENERAL OPERATIONS
JEWISH SENIORS AGENCY
100 NIANTIC AVENUEPROVIDENCERI02907050258889501(C)(3)$6,271GENERAL OPERATIONS
JEWISH THEOLOGICAL SEMINARY OF AMERICA
3080 BROADWAYNEW YORKNY10027130887640501(C)(3)$5,100GENERAL OPERATIONS
KITECHILD
645 ADEAIDE DRIVELOS ANGELESCA90402270856041501(C)(3)$5,000GENERAL OPERATIONS
MIRIAM HOSPITAL FOUNDATION
BOX H ANNEX STATIONPROVIDENCERI02901050377502501(C)(3)$16,049GENERAL OPERATIONS
MOTION PICTURE AND TELEVISION FUND
23388 MULHOLLAND DRIVEWOODLAND HILLSCA91364951652916501(C)(3)$15,000GENERAL OPERATIONS
MUSEUM ASSOCIATES OF THE LOS ANGELES COUNTY MUSEUM OF ART
5905 WILSHIRE BLVDLOS ANGELESCA90036952264067501(C)(3)$40,000GENERAL OPERATIONS
PROJECT EYE TO EYE INC
50 BROAD STREET SUITE 1702NEW YORKNY10004510570498501(C)(3)$5,000GENERAL OPERATIONS
PROVIDENCE HEBREW DAY SCHOOL
450 ELMGROVE AVENUEPROVIDENCERI02906050271953501(C)(3)$7,771AGENCY ENDOWMENT WITHDRAWALS
PROVIDENCE PUBLIC LIBRARY
225 WASHINGTON STREETPROVIDENCERI02903050262713501(C)(3)$5,000GENERAL OPERATIONS
RENSSELAER POLYTECHNIC INSTITUTE
1301 PEOPLES AVENUETROYNY12180141340095501(C)(3)$14,100GENERAL OPERATIONS
SANDRA BORNSTEIN HOLOCAUST EDUCATION CENTER
401 ELMGROVE AVENUEPROVIDENCERI02906050483511501(C)(3)$18,450GENERAL OPERATIONS
SANDRA BORNSTEIN HOLOCAUST EDUCATION CENTER
401 ELMGROVE AVENUEPROVIDENCERI02906050483511501(C)(3)$42,000AGENCY ENDOWMENT WITHDRAWALS
SHADY HILL SCHOOL
178 COOLIDGE HILLCAMBRIDGEMA02138042103628501(C)(3)$50,000GENERAL OPERATIONS
TEMPLE BETH-EL
70 ORCHARD AVENUEPROVIDENCERI02906050264805501(C)(3)$35,610GENERAL OPERATIONS
TEMPLE EMANU-EL OF PROVIDENCE
99 TAFT AVENUEPROVIDENCERI02906050259273501(C)(3)$69,230GENERAL OPERATIONS
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY STE 1700NEW YORKNY10004131624240501(C)(3)$10,688GENERAL OPERATIONS
THE RHODE ISLAND COMMUNITY FOUNDATION
ONE UNION STATIONPROVIDENCERI02903222604963501(C)(3)$75,150GENERAL OPERATIONS
TOURO SYNAGOGUE
85 TOURO STREETNEWPORTRI02840050263312501(C)(3)$8,415GENERAL OPERATIONS
TRUSTEES OF DARTMOUTH COLLEGE
TUCK SCHOOL OF BUSINESS 100 TUCKHANOVERNH03755020222111501(C)(3)$10,000GENERAL OPERATIONSHALL
TRUSTEES OF UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET SUITE 305PHILADELPHIAPA19104231352685501(C)(3)$25,000GENERAL OPERATIONS
UNITED WAY OF RHODE ISLAND INC
50 VALLEY STREETPROVIDENCERI02906050276059501(C)(3)$31,296GENERAL OPERATIONS
WARREN VILLAGE INC
1323 GILPIN STREETDENVERCO80218840644270501(C)(3)$5,350GENERAL OPERATIONS
WHEELER SCHOOL
216 HOPE STREETPROVIDENCERI02906050259101501(C)(3)$16,667GENERAL OPERATIONS
FieldValueIRS element (for citing)
Total501c3 Org40Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient43RecipientCnt
Cash Grant$52,600CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHERE ARE 4 TYPES OF GRANTS THAT WE MAKE. THE FOLLOWING DESCRIBES OUR PROCEDURES IN MONITORING THE USE OF THE DIFFERENT GRANT FUNDS DISBURSED: GRANTS FROM OUR UNRESTRICTED ENDOWMENT INCOME: THESE GRANTS ARE PAID ON A REIMBURSEMENT BASIS. ONCE THE RECIPIENT NONPROFIT ORGANIZATION EXPENDS ITS FUNDS FOR THE ITEMS APPROVED IN THEIR GRANT APPLICATION, THEY SUBMIT REIMBURSEMENT REQUESTS WITH SUPPORTING DOCUMENTATION. AFTER REVIEWING THE DOCUMENTATION AND REVIEWING OUTCOMES OF THE GRANTS, REIMBURSEMENT IS MADE TO THE RECIPIENT NONPROFIT ORGANIZATION. GRANTS FROM DONOR ADVISED FUNDS: AFTER VERIFYING THAT DONOR RECOMMENDATIONS ARE TO RECOGNIZED US NONPROFIT ORGANIZATIONS, WE ISSUE CHECKS TO THE INDICATED NONPROFIT ORGANIZATION. IN OUR CHECK TRANSMITTAL WE INDICATE THAT BY ACCEPTING THE CHECK, THE NONPROFIT ENTITY IS CERTIFYING THAT (I) NO TANGIBLE BENEFIT, GOODS, OR SERVICES ARE BEING RECEIVED BY ANY INDIVIDUAL OR ENTITY CONNECTED WITH THE DONOR ADVISED GRANT AND (II) THE GRANT WILL NOT BE USED TO SATISFY THE PAYMENT OF ANY PLEDGE OR OTHER PERSONAL FINANCIAL OBLIGATION. GRANTS FOR SCHOLARSHIPS: SCHOLARSHIPS ARE AWARDED BY VARIOUS SELECTION COMMITTEES. A NUMBER OF SCHOLARSHIPS ARE AWARDED BY A SELECTION COMMITTEE OF THE JEWISH ALLIANCE OF GREATER RHODE ISLAND. ALL SCHOLARSHIPS ARE AWARDED ON AN OBJECTIVE NONDISCRIMINATORY BASIS BASED ON PRE-ESTABLISHED CRITERIA. THE SCHOLARSHIPS ARE MONITORED TO ENSURE THAT THEY ARE USED FOR THE INTENDED PURPOSE. GRANTS FROM RESTRICTED ENDOWMENT FUNDS: GRANTS FROM RESTRICTED ENDOWMENT FUNDS ARE MADE IN ACCORDANCE WITH THE UNDERLYING FUND AGREEMENTS AND OUR ORGANIZATION'S SPENDING POLICY FOR RESTRICTED FUNDS. AFTER THE AMOUNT TO BE GRANTED FROM EACH RESTRICTED ENDOWMENT FUND IS COMPUTED, WE VERIFY THAT THE NONPROFIT ORGANIZATION NAMED IN THE UNDERLYING FUND AGREEMENT IS STILL IN EXISTENCE AND, IF APPLICABLE, THAT THIS ORGANIZATION IS STILL OPERATING THE PROGRAM SPECIFIED IN THE UNDERLYING FUND AGREEMENT. ONCE THESE ITEMS ARE ASCERTAINED TO OUR SATISFACTION, A DISBURSEMENT IS MADE TO THE NONPROFIT ORGANIZATION. THE JEWISH FEDERATION FOUNDATION OF GREATER RHODE ISLAND REPORTS GRANTS ON SCHEDULE I TO THE FOLLOWING 501(C)(3) DOMESTIC US CHARITIES: CENTRAL FUND OF ISRAEL, JEWISH COMMUNAL FUND, THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) AND P.E.F. ISRAEL ENDOWMENT FUND, INC. IN ADDITION, THE CENTRAL FUND OF ISRAEL, JEWISH COMMUNAL FUND, JFNA (AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA), AND THE AMERICAN JOINT DISTRIBUTION COMMITTEE (JDC)) AND P.E.F. ISRAEL ENDOWMENT FUND, INC. ARE ALL 501(C)(3) ORGANIZATIONS AND EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution17ContributionCnt
Noncash Contributions Rpt F990$550,633NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVG. HIGH / LOW PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION USES INDEPENDENT BROKERAGE FIRMS TO SELL THE PUBLICLY TRADED SECURITIES THAT IT RECEIVES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2MELVIN G. ALPERIN (DIRECTOR) AND DAVID M. HIRSCH (DIRECTOR) ARE BROTHERS-IN-LAW.
FORM 990, PART VI, SECTION A, LINE 6AS OF JANUARY 1, 2011, THE JEWISH ALLIANCE OF GREATER RHODE ISLAND IS THE SOLE CORPORATE MEMBER OF THIS ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE JEWISH ALLIANCE OF GREATER RHODE ISLAND ELECTS THE MEMBERS OF THIS ORGANIZATION'S GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7BALL THE DECISIONS OF THE GOVERNING BOARD OF THIS ORGANIZATION ARE SUBJECT TO APPROVAL BY THE JEWISH ALLIANCE OF GREATER RHODE ISLAND.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF DIRECTORS OF THE JEWISH ALLIANCE OF GREATER RHODE ISLAND (THE SOLE CORPORATE MEMBER OF THIS ORGANIZATION) APPOINTED ITS FINANCE COMMITTEE TO REVIEW THIS ORGANIZATION'S FORM 990. A COPY OF THE FINAL VERSION OF FORM 990 WAS PROVIDED TO EVERY BOARD MEMBER BEFORE IT WAS FILED.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, OFFICERS AND DIRECTORS ARE REQUIRED TO REVIEW THE WRITTEN CONFLICT OF INTEREST POLICY AND PROVIDE THE ORGANIZATION WITH A SIGNED STATEMENT DISCLOSING ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS OR DISCLOSING THAT THEY HAVE NO INTERESTS THAT WOULD GIVE RISE TO CONFLICTS. THE ORGANIZATION RETAINS THE SIGNED STATEMENTS AND THE SECRETARY MONITORS COMPLIANCE WITH THIS POLICY. CONFLICTS ARE PERIODICALLY REPORTED TO THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 15THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE ORGANIZATION'S OFFICE - 401 ELMGROVE AVENUE, PROVIDENCE, RI 02906.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -64,547. FASB 136 REVERSALS -434,524. SHARED EXPENSES ADJUSTMENT -100,751.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
JEWISH ALLIANCE OF GREATER RHODE ISLAND
401 ELMGROVE AVEPROVIDENCERI02906274127671TO ENHANCE THE QUALITY OF JEWISH LIFE IN THE GREATER RI COMMUNITYRI501(C)(3)LINE 70
ALLIANCE REALTY INC
401 ELMGROVE AVEPROVIDENCERI02906454292097TITLE HOLDING COMPANYRI501(C)(2)0
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 OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
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 Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
JEWISH ALLIANCE OF GREATER RHODE ISLAND
B$1,890,171COST
JEWISH ALLIANCE OF GREATER RHODE ISLAND
E$496,756COST
JEWISH ALLIANCE OF GREATER RHODE ISLAND
O$483,260COST
JEWISH ALLIANCE OF GREATER RHODE ISLAND
P$100,751COST
ALLIANCE REALTY INC
D$2,623,471YEAR-END VALUE