TAMPA-ORLANDO-PINELLAS JEWISH FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TAMPA-ORLANDO-PINELLAS JEWISH FOUNDATION INC (EIN 59-2053655)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201831349349306223
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T13:46:27-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S Orange Ave Suite 800 | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592053655 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tampa Orlando Pinellas Jewish Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EMILIE SOCASH | InCareOfNm |
| Business Name Control | TAMP | BusinessNameControlTxt |
| Phone | 8139619090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13009 Community Campus Drive | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33625 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM KALISH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8139619090 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anne McHugh CPA | PreparerPersonNm |
| PTIN | P01066774 | PTIN |
| Phone | 4078416930 | PhoneNum |
| Preparation | 2018-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOP JEWISH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF HERMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13009 Community Campus Drive | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33625 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,529,489 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TOPJEWISHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO FACILITATE AND PROMOTE TZEDAKAH AND TIKKUN OLAM, TO GROW CHARITABLE GIVING, CURRENTLY AND PERMANENTLY: TO ENCOURAGE DEVELOPMENT OF A PERMANENT ... (CONTINUED ON SCHEDULE O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,728,973 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,353,975 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $450,798 | PYInvestmentIncomeAmt |
| CY Investment Income | $926,072 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,179,771 | PYTotalRevenueAmt |
| CY Total Revenue | $9,280,047 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,490,084 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,989,072 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $41,201 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $830,366 | PYOtherExpensesAmt |
| CY Other Expenses | $964,541 | CYOtherExpensesAmt |
| PY Total Expenses | $4,320,450 | PYTotalExpensesAmt |
| CY Total Expenses | $5,953,613 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$140,679 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,326,434 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,798,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,897,770 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,796,597 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,866,928 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,001,504 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,030,842 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO FACILITATE AND PROMOTE TZEDAKAH AND TIKKUN OLAM, TO GROW CHARITABLE GIVING, CURRENTLY AND PERMANENTLY: TO ENCOURAGE DEVELOPMENT OF A PERMANENT BASE OF SUPPORT FOR JEWISH COMMUNITY INSTITUTIONS AND PROGRAMS, ... (CONTINUED ON SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,562,480 | ExpenseAmt |
| Grant | $4,989,072 | GrantAmt |
| Desc | DONATIONS AND BEQUESTS RECEIVED FOR THE PURPOSE OF INVESTING AND DISTRIBUTING THE PRINCIPAL/INCOME FOR CHARITABLE OR EDUCATIONAL PURPOSES. | Desc |
| Total Program Service Expenses | $5,562,480 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILIE SOCASH | PersonNm |
| Phone | 8139619090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13009 COMMUNITY CAMPUS DRIVE | AddressLine1Txt |
| City | tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33625 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| DAVID GEMUNDER | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM KALISH | |||||||
| PRESIDENT | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AYDIN KESKINER | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAN SULTAN | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL ROSENBACH | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| AL SCHIFF | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BONNIE WISE | |||||||
| VP INVESTMENTS | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL WULIGER | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BURT CHASNOV | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANDREW FEINBERG | |||||||
| ORLANDO CHAIR | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RACHEL GEBAIDE | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CRAIG PEARLMAN | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CRAIG POLEJES | |||||||
| TREASURER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MORGAN STANLEY | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BEN DIAMOND | |||||||
| VP LEGAL | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ED MARKS | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WILLIE HARRIS | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JEFF HERMAN | |||||||
| SECRETARY | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BRYAN KATZ | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BOB KOKOL | |||||||
| ASSIST, INVESTMENT CHAIR | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LOUIS ORLOFF | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOE STERENSIS | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID SINGER | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHERIE MAZER | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $284,646 | RelatedOrganizationsAmt |
| All Other Contributions | $8,069,329 | AllOtherContributionsAmt |
| Total Contributions | $8,353,975 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $692,816 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $692,816 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,482,698 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,249,442 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $233,256 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $233,256 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $233,256 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,280,047 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $926,072 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,989,072 | TotalAmt |
| Program Services | $4,989,072 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,171 | TotalAmt |
| Management And General | $139,171 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,000 | TotalAmt |
| Management And General | $29,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,368 | TotalAmt |
| Program Services | $377,558 | ProgramServicesAmt |
| Management And General | $161,810 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $874 | TotalAmt |
| Program Services | $612 | ProgramServicesAmt |
| Management And General | $262 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,201 | TotalAmt |
| Fundraising | $41,201 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,281 | TotalAmt |
| Program Services | $26,097 | ProgramServicesAmt |
| Management And General | $11,184 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,600 | TotalAmt |
| Program Services | $6,720 | ProgramServicesAmt |
| Management And General | $2,880 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,964 | TotalAmt |
| Program Services | $4,875 | ProgramServicesAmt |
| Management And General | $2,089 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MGMT EXPENSE - LIFE & LEGACY | $93,298 | $93,298 | |
| DEVELOPMENT - INCENTIVE GRANTS | $50,000 | $50,000 | |
| STAFF TRAINING & TRAVEL | $6,064 | $4,245 | $1,819 |
| EQUIPMENT - LIFE & LEGACY | $6,000 | $6,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,720 | TotalAmt |
| Program Services | $4,003 | ProgramServicesAmt |
| Management And General | $1,717 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,953,613 | TotalAmt |
| Program Services | $5,562,480 | ProgramServicesAmt |
| Management And General | $349,932 | ManagementAndGeneralAmt |
| Fundraising | $41,201 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,894 | BOYAmt |
| EOY | $134,911 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,277,567 | BOYAmt |
| EOY | $2,770,826 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $58,206 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,700 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,506 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,821,229 | BOYAmt |
| EOY | $42,278,139 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,411 | BOYAmt |
| EOY | $710,388 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,798,101 | BOYAmt |
| EOY | $45,897,770 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438 | BOYAmt |
| EOY | $125,169 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,796,159 | BOYAmt |
| EOY | $16,741,759 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,796,597 | BOYAmt |
| EOY | $16,866,928 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,999,862 | BOYAmt |
| EOY | $18,573,956 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,642 | BOYAmt |
| EOY | $9,766,511 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $690,375 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,001,504 | BOYAmt |
| EOY | $29,030,842 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,798,101 | BOYAmt |
| EOY | $45,897,770 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,326,434 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,335,843 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $10,367,061 | PriorPeriodAdjustmentsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,195,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,944,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,471,699 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,728,973 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,353,975 | CurrentTaxYearAmt |
| Total | $31,694,692 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,195,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,944,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,471,699 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,728,973 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,353,975 | CurrentTaxYearAmt |
| Total | $31,694,692 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $31,694,692 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,013,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $695,874 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $882,455 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $478,972 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $692,816 | CurrentTaxYearAmt |
| Total | $3,763,403 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,458,095 | TotalSupportAmt |
| Public Support CY170 | 0.89386 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88185 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 234 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $5,089,413 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $4,803,296 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $15,193,719 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,368,126 | BeginningYearBalanceAmt |
| Contributions | $3,325,249 | ContributionsAmt |
| Investment Earnings Or Losses | $861,979 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,190 | GrantsOrScholarshipsAmt |
| Other Expenditures | $707,476 | OtherExpendituresAmt |
| End Year Balance | $13,823,688 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,489,385 | BeginningYearBalanceAmt |
| Contributions | $289,775 | ContributionsAmt |
| Investment Earnings Or Losses | $100,205 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,987 | GrantsOrScholarshipsAmt |
| Other Expenditures | $499,252 | OtherExpendituresAmt |
| End Year Balance | $10,368,126 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,908,663 | BeginningYearBalanceAmt |
| Contributions | $275,570 | ContributionsAmt |
| Investment Earnings Or Losses | $279,730 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $834,120 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1 | OtherExpendituresAmt |
| Administrative Expenses | $140,457 | AdministrativeExpensesAmt |
| End Year Balance | $10,489,385 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,969,600 | BeginningYearBalanceAmt |
| Contributions | $1,225,904 | ContributionsAmt |
| Investment Earnings Or Losses | $1,590,353 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $739,666 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,002 | OtherExpendituresAmt |
| Administrative Expenses | $132,526 | AdministrativeExpensesAmt |
| End Year Balance | $10,908,663 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,552,529 | BeginningYearBalanceAmt |
| Contributions | $597,061 | ContributionsAmt |
| Investment Earnings Or Losses | $1,107,447 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,206,662 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$39,267 | OtherExpendituresAmt |
| Administrative Expenses | $120,042 | AdministrativeExpensesAmt |
| End Year Balance | $8,969,600 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.24360 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.04990 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.70650 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,961 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,455 | DepreciationAmt |
| Book Value | $3,506 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,245 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,245 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,506 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS HELD FOR THE BENEFIT OF | Desc |
| Amt | $16,741,759 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,741,759 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $10,615,016 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,335,843 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,335,843 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,279,173 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $874 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $874 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,280,047 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,952,739 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,952,739 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $874 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $874 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,953,613 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 1: | THE ENDOWMENT FUND SCHEDULE ON THE AUDITED FINANCIAL STATEMENTS HAS CHANGED DUE TO ACCOUNT RECLASSIFICATIONS. THE PRIOR BALANCES ON THIS SCHEDULE HAVE BEEN CHANGED TO MATCH THE AUDITED FINANCIAL STATEMENTS. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO SUPPORT SPECIFIC ORGANIZATIONS, SPECIFIC FIELD OF INTEREST OR TO ENDOW ANNUAL GIVING TO JEWISH FEDERATIONS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (79 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|---|
| ACADEMY PREP CENTER OF TAMPA INC | ||||||
| 1407 E COLUMBUS DRIVE | TAMPA | FL | 33605 | 593622978 | 501(C)(3) | $6,000 |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIAT | ||||||
| 225 N MICHIGAN AVE 17TH FLOOR | CHICAGO | IL | 60601 | 133039601 | 501(C)(3) | $10,000 |
| CENTRAL FLORIDA HILLEL | ||||||
| 3925 LOCKWOOD BLVD STE 2001 | OVIEDO | FL | 32765 | 521844823 | 501(C)(3) | $56,091 |
| CHABAD JEWISH CENTER OF GREATER ST PETERSBURG | ||||||
| 4010 PARK STREET NORTH | ST PETERSBURG | FL | 337094034 | 501(C)(3) | $7,500 | |
| CHABAD LUBOVITCH OF TAMPA BAY | ||||||
| 14908 PENNINGTON ROAD | TAMPA | FL | 33624 | 501(C)(3) | $9,725 | |
| CLOTHES TO KIDS INC | ||||||
| 1059 N HERCULES AVE | CLEARWATER | FL | 33765 | 141849798 | 501(C)(3) | $15,800 |
| COMMUNITY TAMPA BAY INC | ||||||
| 1499 BEACH DRIVE SE UNIT C | ST PETERSBURG | FL | 33701 | 810675602 | 501(C)(3) | $11,000 |
| CONGREGATION AHAVAS ISRAEL | ||||||
| 708 LAKE HOWELL ROAD | MAITLAND | FL | 32751 | 501(C)(3) | $6,700 | |
| CONGREGATION B'NAI ISRAEL | ||||||
| 300 58TH ST N | ST PETERSBURG | FL | 33710 | 590747302 | 501(C)(3) | $84,259 |
| CONGREGATION BETH SHALOM | ||||||
| 1325 SOUTH BELCHER ROAD | CLEARWATER | FL | 33764 | 593238636 | 501(C)(3) | $30,344 |
| CONGREGATION KOL AMI | ||||||
| 3919 MORAN ROAD | TAMPA | FL | 33618 | 591751535 | 501(C)(3) | $28,249 |
| CONGREGATION OF REFORM JUDAISM INC | ||||||
| 928 MALONE DRIVE | ORLANDO | FL | 32810 | 590882965 | 501(C)(3) | $27,412 |
| CONGREGATION OHEV SHALOM | ||||||
| 613 CONCOURSE PKWY SOUTH | MAITLAND | FL | 32751 | 741587488 | 501(C)(3) | $81,033 |
| CONGREGATION RODEPH SHOLOM | ||||||
| 2713 BAYSHORE BOULEVARD | TAMPA | FL | 33629 | 237412158 | 501(C)(3) | $133,723 |
| CONGREGATION SCHAARAI ZEDEK | ||||||
| 3303 W SWANN AVENUE | TAMPA | FL | 336094699 | 591773811 | 501(C)(3) | $57,978 |
| DRUG FREE AMERICA FOUNDATION INC | ||||||
| 5999 CENTRAL AVENUE SUITE 301 | ST PETERSBURG | FL | 33710 | 591223691 | 501(C)(3) | $19,150 |
| FLORIDA HOLOCAUST MUSEUM | ||||||
| 55 5TH STREET SOUTH | ST PETERSBURG | FL | 33701 | 592981494 | 501(C)(3) | $90,180 |
| FLORIDA ORCHESTRA INC | ||||||
| 244 2ND AVE N SUITE 420 | ST PETERSBURG | FL | 33701 | 591223691 | 501(C)(3) | $44,600 |
| FREEFALL THEATRE INC | ||||||
| 6099 CENTRAL AVENUE | ST PETERSBURG | FL | 33710 | 264251761 | 501(C)(3) | $50,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||
| 2040 NE 163RD STREET SUITE 207 | NORTH MIAMI BEACH | FL | 33162 | 133156445 | 501(C)(3) | $6,200 |
| GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES I | ||||||
| 14041 ICOT BOULEVARD | CLEARWATER | FL | 33760 | 591229354 | 501(C)(3) | $25,354 |
| H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE | ||||||
| PO BOX 23827 | TAMPA | FL | 336233827 | 593238636 | 501(C)(3) | $13,297 |
| HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERIC | ||||||
| 50 WEST 58TH STREET PO BOX 745 | NEW YORK | NY | 101010745 | 131656651 | 501(C)(3) | $9,402 |
| HILLEL SCHOOL OF TAMPA INC DBA HILLEL ACADEMY | ||||||
| 2020 WEST FLETCHER AVE | TAMPA | FL | 336121821 | 591292840 | 501(C)(3) | $25,009 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE UNIV | ||||||
| 2020 W UNIVERSITY AVE | GAINESVILLE | FL | 32603 | 521844823 | 501(C)(3) | $14,800 |
| HILLELS OF THE FLORIDA SUNCOAST | ||||||
| PO BOX 290756 | TAMPA | FL | 336870756 | 521844823 | 501(C)(3) | $82,201 |
| HOLOCAUST MEMORIAL RESOURCE AND EDUCATION CENTER | ||||||
| 851 NORTH MAITLAND AVENUE | MAITLAND | FL | 32751 | 592219851 | 501(C)(3) | $53,541 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 E 42ND STREET | NEW YORK | NY | 101681289 | 135660870 | 501(C)(3) | $26,390 |
| JEWISH ACADEMY OF ORLANDO | ||||||
| 851 NORTH MAITLAND AVENUE | MAITLAND | FL | 32751 | 591773811 | 501(C)(3) | $143,454 |
| JEWISH BURIAL SOCIETY OF PINELLAS COUNTYDBA CHAPE | ||||||
| PO BOX 40643 | ST PETERSBURG | FL | 33743 | 273987885 | 501(C)(3) | $28,200 |
| JEWISH COMMUNITY CENTER OF GREATER ORLANDO | ||||||
| 851 N MAITLAND AVENUE | MAITLAND | FL | 32751 | 237448234 | 501(C)(3) | $115,493 |
| JEWISH FAMILY SERVICES OF GREATER ORLANDO | ||||||
| 2100 LEE ROAD | WINTER PARK | FL | 32789 | 591873758 | 501(C)(3) | $63,433 |
| JEWISH FEDERATION OF GREATER ORLANDO | ||||||
| 851 NORTH MAITLAND AVENUE | MAITLAND | FL | 32751 | 590946923 | 501(C)(3) | $250,099 |
| JEWISH FEDERATION OF PINELLAS AND PASCO COUNTIES | ||||||
| 13191 STARKEY ROAD STE 8 | LARGO | FL | 33773 | 590697685 | 501(C)(3) | $307,757 |
| JEWISH NATIONAL FUND | ||||||
| 902 CLINT MOORE ROAD STE 128 | BOCA RATON | FL | 33487 | 131659627 | 501(C)(3) | $19,886 |
| JEWISH PAVILION OF CENTRAL FLORIDA INC | ||||||
| 421 MONTGOMERY RD SUITE 131 | ALTAMONTE SPRINGS | FL | 32714 | 861082060 | 501(C)(3) | $37,672 |
| JEWISH THEOLOGICAL SEMINARY OF AMERICA | ||||||
| 3080 BROADWAY BOX 62 | NEW YORK | NY | 100274649 | 130887640 | 501(C)(3) | $10,000 |
| KINNERET COUNCIL ON AGING | ||||||
| 515 S DELANEY AVE | ORLANDO | FL | 32801 | 593408517 | 501(C)(3) | $11,753 |
| MENORAH MANOR FOUNDATION | ||||||
| 255 59TH STREET NORTH | ST PETERSBURG | FL | 33710 | 593508126 | 501(C)(3) | $15,247 |
| MORTON PLANT MEASE FOUNDATION | ||||||
| 1200 DRUID ROAD SOUTH FRNT | CLEARWATER | FL | 33756 | 591751535 | 501(C)(3) | $9,040 |
| PEF ISRAEL ENDOWMENT FUND INC | ||||||
| 630 3RD AVE SUITE 1501 | NEW YORK | NY | 10017 | 136104086 | 501(C)(3) | $15,000 |
| PINELLAS EDUCATION FOUNDATION | ||||||
| 12090 STARKEY ROAD | LARGO | FL | 33773 | 592688253 | 501(C)(3) | $22,000 |
| PLANNED PARENTHOOD OF GREATER ORLANDO | ||||||
| 726 S TAMPA AVENUE | ORLANDO | FL | 32805 | 593092996 | 501(C)(3) | $5,200 |
| RUTH ECKERD HALL INC | ||||||
| 1111 MCMULLEN BOOTH RD | CLEARWATER | FL | 33761 | 591803628 | 501(C)(3) | $36,700 |
| SALVADOR DALI MUSEUM INC | ||||||
| ONE DALI BOULEVARD | ST PETERSBURG | FL | 33701 | 592015192 | 501(C)(3) | $8,950 |
| SEEDS OF LEARNING | ||||||
| PO BOX 5831 | PAGOSA SPRINGS | CO | 81147 | 841450521 | 501(C)(3) | $12,532 |
| SHORECREST PREPARATORY SCHOOL | ||||||
| 5101 FIRST STREET NORTHEAST | ST PETERSBURG | FL | 33703 | 237412158 | 501(C)(3) | $68,823 |
| TAMPA BAY PERFORMING ARTS CENTER AKA STRAZ CENTER | ||||||
| 1010 NORTH WC MACINNES PLACE | TAMPA | FL | 33602 | 592037085 | 501(C)(3) | $19,300 |
| TAMPA JCCFEDERATION | ||||||
| 13009 COMMUNITY CAMPUS DRIVE | TAMPA | FL | 33625 | 237182057 | 501(C)(3) | $1,398,569 |
| TAMPA JEWISH FAMILY SERVICES | ||||||
| 13009 COMMUNITY CAMPUS DRIVE | TAMPA | FL | 33625 | 591549670 | 501(C)(3) | $22,768 |
| TEMPLE AHAVAT SHALOM | ||||||
| 1575 CURLEW ROAD | PALM HARBOR | FL | 34683 | 521844823 | 501(C)(3) | $24,300 |
| TEMPLE B'NAI ISRAEL | ||||||
| 1685 SOUTH BELCHER ROAD | CLEARWATER | FL | 33764 | 591292802 | 501(C)(3) | $120,166 |
| TEMPLE BETH-EL | ||||||
| 400 PASADENA AVENUE SOUTH | ST PETERSBURG | FL | 33707 | 591228691 | 501(C)(3) | $1,196,111 |
| TEMPLE ISRAEL | ||||||
| 50 SOUTH MOSS RD | WINTER SPRINGS | FL | 327083002 | 590697685 | 501(C)(3) | $43,932 |
| UNITED WAY OF TAMPA BAY | ||||||
| 5201 WEST KENNEDY BLVD STE 600 | TAMPA | FL | 33609 | 593725701 | 501(C)(3) | $16,883 |
| USF FOUNDATION | ||||||
| 4202 FOWLER AVE AEA 100 | TAMPA | FL | 336209989 | 590879015 | 501(C)(3) | $135,650 |
| WEDU - FLORIDA WEST COAST PUBLIC BROADCASTING INC | ||||||
| 1300 N BOULEVARD | TAMPA | FL | 33607 | 590840626 | 501(C)(3) | $19,141 |
| ACADEMY PREP CENTER OF ST PETERSBURG INC | ||||||
| 2301 22ND AVENUE SOUTH | ST PETERSBURG | FL | 33712 | 593623000 | 501(C)(3) | $41,800 |
| ADMIRAL FARRAGUT ACADEMY FOUNDATION INC | ||||||
| 501 PARK STREET N | ST PETERSBURG | FL | 33710 | 311506065 | 501(C)(3) | $7,000 |
| ALL CHILDREN'S HOSPITAL FOUNDATION INC | ||||||
| 801 SIXTH STREET NORTH PO BOX 3142 | ST PETERSBURG | FL | 33731 | 590683252 | 501(C)(3) | $55,000 |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY | ||||||
| 1150 17TH STREET NW | WASHINGTON | DC | 20036 | 530218495 | 501(C)(3) | $100,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 120 SOUTH LASALLE STREET SUITE 1150 | CHICAGO | IL | 60603 | 131818723 | 501(C)(3) | $9,300 |
| ASHEVILLE ART MUSEUM ASSOCIATION INC | ||||||
| PO BOX 1717 | ASHVILLE | NC | 28802 | 566060776 | 501(C)(3) | $5,746 |
| BAIS MENACHEM CHABAD INC | ||||||
| 1319 W NORTH B STREET | TAMPA | FL | 33606 | 260561982 | 501(C)(3) | $26,800 |
| CATHOLIC CHARITIES FOUNDATION OF TAMPA BAY INC | ||||||
| 1213 16TH STREET NORTH | ST PETERSBURG | FL | 33705 | 590875805 | 501(C)(3) | $20,000 |
| CENTRAL FLORIDA FOUNDATION | ||||||
| 800 N MAGNOLIA AVENUE SUITE 1200 | ORLANDO | FL | 32803 | 593182886 | 501(C)(3) | $14,400 |
| CONGREGATION BETH HA TEPHILA | ||||||
| 43 NORTH LIBERTY STREET | ASHEVILLE | NC | 28801 | 501(C)(3) | $6,560 | |
| DMG SCHOOL PROJECT INC | ||||||
| 2342 EMERSON AVE SOUTH | ST PETERSBURG | FL | 33712 | 460990960 | 501(C)(3) | $17,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | 133433452 | 501(C)(3) | $14,563 |
| DR PHILLIPS CENTER FOR THE PERFORMING ARTS INC | ||||||
| 155 E ANDERSON STREET | ORLANDO | FL | 32801 | 200695917 | 501(C)(3) | $7,500 |
| FOUNDATION FOR THE CAROLINAS | ||||||
| 220 N TRYON ST | ST CHARLOTTE | NC | 28202 | 566047886 | 501(C)(3) | $13,948 |
| GESHER | ||||||
| 10701 SW 25TH AVENUE | PORTLAND | OR | 97219 | 931065718 | 501(C)(3) | $12,500 |
| GREAT EXPLORATIONS INC | ||||||
| 1925 FOURTH STREET N | ST PETERSBURG | FL | 33704 | 592763359 | 501(C)(3) | $10,250 |
| HOPE COMMUNITY CENTER INC | ||||||
| 1016 N PARK AVE | APOPKA | FL | 32712 | 562551312 | 501(C)(3) | $8,000 |
| POYNTER INSTITUTE FOR MEDIA STUDIES INC | ||||||
| 801 3RD STREET S | ST PETERSBURG | FL | 33701 | 591630423 | 501(C)(3) | $40,200 |
| ST PETERSBURG WAREHOUSE ARTS DISTRICT INC | ||||||
| 515 22ND ST S | ST PETERSBURG | FL | 33712 | 460826859 | 501(C)(3) | $10,000 |
| ST PETERSBURG FREE CLINIC | ||||||
| 863 3RD AVE N | ST PETERSBURG | FL | 33701 | 237208280 | 501(C)(3) | $13,000 |
| TAMPA MUSEUM OF ART | ||||||
| 120 W GASPARILLA PLAZA | TAMPA | FL | 33602 | 591934721 | 501(C)(3) | $27,500 |
| THE CENTER FOR CONTEMPORARY DANCE INC | ||||||
| 3580 ALOMA AVE 7 | WINTER PARK | FL | 32792 | 201694826 | 501(C)(3) | $11,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 79 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TOP MONITORS THE USE OF GRANT FUNDS BY REVIEWING PROPOSED GRANTS THROUGH ITS GRANT DISTRIBUTION COMMITTEE. THIS COMMITTEE IS REPRESENTED BY NINE TRUSTEES (THREE FROM EACH MEMBER COMMUNITY). GRANTS WITHIN EACH COMMUNITY'S FUNDS (TAMPA, ORLANDO, & PINELLAS (TOP)) ARE REVIEWED AND APPROVED BY THE THREE MEMBER COMMITTEE FROM EACH RESPECTIVE COMMUNITY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION'S MISSION: | BASE OF SUPPORT FOR JEWISH COMMUNITY INSTITUTIONS AND PROGRAMS, AND TO EFFECTIVELY ADMINISTER PHILANTHROPIC ASSETS ENTRUSTED TO ITS CARE. |
| FORM 990, PART III, LINE 1: | AND TO EFFECTIVELY ADMINISTER PHILANTHROPIC ASSETS ENTRUSTED TO ITS CARE. |
| FORM 990, PART VI, SECTION A, LINE 6: | THE MEMBERSHIP OF THE FOUNDATION CONSISTS OF THREE MEMBERS, THE TAMPA JCC/FEDERATION, INC., THE JEWISH FEDERATION OF GREATER ORLANDO, INC., AND THE JEWISH FEDERATION OF PINELLAS & PASCO COUNTIES, INC. MEMBER JEWISH FEDERATIONS ARE REPRESENTED BY EACH FEDERATION'S PRESIDENT, WHO ACTS ON BEHALF OF THEIR RESPECTIVE FEDERATION. |
| FORM 990, PART VI, SECTION A, LINE 7A: | THE BOARD OF TRUSTEES SHALL CONSIST OF TWENTY-TWO TRUSTEES DIVIDED INTO THREE CLASSES, AS FOLLOWS: EIGHT TRUSTEES FROM THE TAMPA CLASS, AND SEVEN TRUSTEES EACH FROM THE ORLANDO CLASS AND THE PINELLAS CLASS. TRUSTEES ARE APPOINTED BY EACH MEMBER TO SERVE AN INITIAL ONE YEAR TERM. A TRUSTEE MAY THEN BE APPOINTED FOR UP TO THREE CONSECUTIVE TWO YEAR TERMS. |
| FORM 990, PART VI, SECTION A, LINE 7B: | DECISIONS ARE MADE BY THE VOTE OF TRUSTEES OF THE FOUNDATION AFTER DISCUSSION AND A MAJORITY VOTE BY A QUORUM OF THE BOARD. THE BOARD MAY, FROM TIME TO TIME, APPOINT AS ADVISORS, PERSONS WHOSE ADVICE, ASSISTANCE AND SUPPORT MAY BE DEEMED HELPFUL IN DETERMINING POLICIES AND FORMULATING PROGRAMS FOR CARRYING OUT THE FOUNDATION'S PURPOSES. |
| FORM 990, PART VI, SECTION B, LINE 11: | THE ORGANIZATION'S FORM 990 IS SUBMITTED FOR REVIEW IN DRAFT FORM TO EACH MEMBER OF THE FOUNDATION'S BOARD OF DIRECTORS. THE FORM 990 IS ALSO REVIEWED IN GREATER DETAIL BY THE FOUNDATION'S AUDIT COMMITTEE, THE FOUNDATION'S AUDIT COMMITTEE CHAIR AND/OR THE FOUNDATION'S VICE PRESIDENT OF LEGAL. |
| FORM 990, PART VI, SECTION B, LINE 12C: | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS MONITORED BY ITS BOARD OF TRUSTEES WHICH MEETS ON A REGULAR BASIS. IF AND WHEN POTENTIAL CONFLICTS OF INTEREST ARE IDENTIFIED, SUCH POTENTIAL CONFLICTS OF INTEREST ARE PRESENTED, DISCUSSED AND ADDRESSED AT THE BOARD MEETINGS. DIFFICULT CONFLICT OF INTEREST ISSUES MAY BE SUBMITTED TO THE VICE PRESIDENT OF LEGAL AND/OR OUTSIDE COUNSEL FOR THEIR LEGAL OPINION AND GUIDANCE. |
| FORM 990, PART VI, SECTION B, LINE 15: | THE ORGANIZATION'S PRESIDENT AND OTHER OFFICERS MEET VIA A CONFERENCE CALL TO DETERMINE THE COMPENSATION OF MANAGEMENT ANNUALLY DURING THE BUDGET PROCESS OF THE ORGANIZATION, TYPICALLY IN MAY. |
| FORM 990, PART VI, SECTION C, LINE 19: | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST TO ANYONE UPON SUCH PERSON'S WRITTEN REQUEST RECEIVED AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE LOCATED IN TAMPA, FL. |
| FORM 990, PART XI, LINE 8, PRIOR PERIOD ADJUSTMENTS: | SUBSEQUENT TO THE ORGANIZATION FILING THE PREVIOUS YEAR'S FORM 990, AN ENTRY WAS MADE AS A RESULT OF THE AUDIT. THE ORGANIZATION HAS RESTATED ITS PREVIOUSLY ISSUED FINANCIAL STATEMENTS AS OF JUNE 30, 2015 TO CORRECT THE REPORTING OF CERTAIN FUNDS HELD FOR THE BENEFIT OF OTHERS WHICH WERE IMPROPERLY RECORDED AS A LIABILITY CLASSIFIED AS FUNDS HELD FOR THE BENEFIT OF OTHERS. THE RESTATEMENT CONSISTS OF THE FOLLOWING: INCREASE IN UNRESTRICTED NET ASSETS FOR DONOR ADVISED FUNDS AND CERTAIN ENDOWMENT FUNDS FOR WHICH TOP, A FEDERATION OR A THIRD PARTY IS DESIGNATED AS BENEFICIARY AND TOP HAS VARIANCE POWER: $ 145,671. INCREASE IN TEMPORARILY RESTRICTED NET ASSETS FOR ENDOWMENT FUNDS FOR WHICH A FEDERATION OR THIRD PARTY IS DESIGNATED AS BENEFICIARY AND TOP DOES NOT HAVE VARIANCE POWER BUT THE GRANTS DISTRIBUTION COMMITTEE REPRESENTING THE FEDERATION HAS VARIANCE POWER: $ 9,525,430. INCREASE IN PERMANENTLY RESTRICTED NET ASSETS FOR ENDOWMENT FUNDS FOR WHICH TOP IS DESIGNATED AS BENEFICIARY AND DOES NOT HAVE VARIANCE POWER: $ 695,960. TOTAL DECREASE IN LIABILITY FUNDS HELD FOR THE BENEFIT OF OTHERS: $ 10,367,061. |
| FORM 990, PART XII, LINE 2C: | PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| THE TAMPA JCC FEDERATION INC | |||||||||
| 13009 COMMUNITY CAMPUS DR | TAMPA | FL | 33625 | 237182057 | SEE PART VII | FL | 501(C)(3) | LINE 9 | false |
| THE JEWISH FEDERATION OF GREATER ORLANDO | |||||||||
| 851 N MAITLAND AVE | MAITLAND | FL | 32794 | 590946923 | SEE PART VII | FL | 501(C)(3) | LINE 9 | false |
| JEWISH FEDERATION OF PINELLAS & PASCO CO | |||||||||
| 13191 STARKEY ROAD STE 8 | LARGO | FL | 33773 | 590697685 | SEE PART VII | FL | 501(C)(3) | LINE 9 | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE TAMPA JCC FEDERATION INC | ||
| BCKMN | $94,882 | EXPENSE SHARING |
| THE JEWISH FEDERATION OF GREATER ORLANDO INC | ||
| BCKMN | $94,882 | EXPENSE SHARING |
| JEWISH FEDERATION OF PINELLAS & PASCO | ||
| BCKMN | $94,882 | EXPENSE SHARING |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINES 1 - 3, COLUMN B: | FormAndLineReferenceDesc |
| Explanation | SUPPORT JEWISH COMMUNITY | ExplanationTxt |