STRATEGY STUDIO / PUBLIC DATA EXPLORER

JEWISH COMMUNITY FOUNDATION OF GREATER: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JEWISH COMMUNITY FOUNDATION OF GREATER (EIN 23-7397882)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-15
IRS object ID
201711359349312641
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-15T17:50:38-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760791320PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Kenneth Cecil Accountancy CorpBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16700 E PCH Ste 255AddressLine1Txt
CityLong BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90803ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237397882EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jewish Community Foundation of GreaterBusinessNameLine1Txt
Business Name Line2Long Beach & West Orange CountyBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone5624267601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13801 E Willow StAddressLine1Txt
CityLong BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90815ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDeborah GoldfarbPersonNm
Person TitleCEOPersonTitleTxt
Phone5624267601PhoneNum
Signature2017-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKenneth CecilPreparerPersonNm
PTINP01232996PTIN
Phone5625948794PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDeborah GoldfarbPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13801 E WillowAddressLine1Txt
CityLong BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90815ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,438,514GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.jewishlongbeach.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSupporting the Jewish CommunityActivityOrMissionDesc
Voting Members Governing Body30VotingMembersGoverningBodyCnt
Voting Members Independent29VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$930,560PYContributionsGrantsAmt
CY Contributions Grants$810,403CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$953,399PYInvestmentIncomeAmt
CY Investment Income$639,486CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,883,959PYTotalRevenueAmt
CY Total Revenue$1,449,889CYTotalRevenueAmt
PY Grants And Similar Paid$1,105,705PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$694,452CYGrantsAndSimilarPaidAmt
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$72,754CYTotalFundraisingExpenseAmt
PY Other Expenses$213,852PYOtherExpensesAmt
CY Other Expenses$188,503CYOtherExpensesAmt
PY Total Expenses$1,319,557PYTotalExpensesAmt
CY Total Expenses$882,955CYTotalExpensesAmt
PY Revenues Less Expenses$564,402PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$566,934CYRevenuesLessExpensesAmt
Total Assets BOY$17,145,955TotalAssetsBOYAmt
Total Assets EOY$16,767,247TotalAssetsEOYAmt
Total Liabilities BOY$5,844,183TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,589,908TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,301,772NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,177,339NetAssetsOrFundBalancesEOYAmt
MissionSupporting the Jewish Community.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$747,854ExpenseAmt
Grant$694,452GrantAmt
DescThe Organization supports through grants, other organizations that benefit the Jewish Community.Desc
Total Program Service Expenses$747,854TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln 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
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members30GoverningBodyVotingMembersCnt
Independent Voting Member29IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Gary JacksonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5624267601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13801 Willow StAddressLine1Txt
CityLong BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90815ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Rick Freeman
President3.00Yes (X)Yes (X)$0$0$0
Jan Stein
Vice President3.00Yes (X)Yes (X)$0$0$0
Rocky Suares
Treasurer3.00Yes (X)Yes (X)$0$0$0
Lea Gerber
Immediate Past President3.00Yes (X)Yes (X)$0$0$0
Deborah Goldfarb
CEO45.00Yes (X)Yes (X)$0$176,572$26,870
Jerry Kaufman
At Large3.00Yes (X)$0$0$0
Sherri Selmanson
Grants Committee Chair3.00Yes (X)$0$0$0
Edie Brodsky
Policy Committee Chair3.00Yes (X)$0$0$0
Cindy Schein
Secretary3.00Yes (X)$0$0$0
Laurie Raykoff
Investment Committee Chair3.00Yes (X)$0$0$0
Judi Lentzner
FFOF Chair3.00Yes (X)$0$0$0
Cheryl Avirom
Director3.00Yes (X)$0$0$0
Rosacarrie Brooks
Director3.00Yes (X)$0$0$0
Melissa Carr-Kreitenberg
Director3.00Yes (X)$0$0$0
Karen Codman
Director3.00Yes (X)$0$0$0
Joyce Feldman
Director3.00Yes (X)$0$0$0
Bob Foster
Director3.00Yes (X)$0$0$0
Yitzy Geisinsky
Director3.00Yes (X)$0$0$0
Nicole Honigman
Director3.00Yes (X)$0$0$0
Alan Jarrick
Director3.00Yes (X)$0$0$0
Shari Nemirow
Director3.00Yes (X)$0$0$0
Helen Rosenberg
Director3.00Yes (X)$0$0$0
Leonard Simon
Director3.00Yes (X)$0$0$0
Mark Speizer
Director3.00Yes (X)$0$0$0
David Tilman
Director3.00Yes (X)$0$0$0
Howard Weiss
Director3.00Yes (X)$0$0$0
Hank Feldman
Federation President3.00Yes (X)$0$0$0
Eugene Lentzner
Past President3.00Yes (X)$0$0$0
Laurie Raykoff
Past President3.00Yes (X)$0$0$0
Shirley Ross
Past President3.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$176,572TotReportableCompRltdOrgAmt
Total Other Compensation$26,870TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$810,403AllOtherContributionsAmt
Total Contributions$810,403TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,165,489TotalRevenueColumnAmt
Exclusion$1,165,489ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,462,622SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,988,625SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$526,003SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$526,003TotalRevenueColumnAmt
Related Or Exempt Func Income-$526,003RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,449,889TotalRevenueColumnAmt
Related Or Exempt Func Income-$526,003RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,165,489ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$694,452TotalAmt
Program Services$694,452ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,975TotalAmt
Management And General$9,975ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,567TotalAmt
Program Services$391ProgramServicesAmt
Management And General$447ManagementAndGeneralAmt
Fundraising$729FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,500TotalAmt
Program Services$1,950ProgramServicesAmt
Management And General$2,325ManagementAndGeneralAmt
Fundraising$3,225FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Staffing Reimbursement$160,000$41,600$49,600$68,800
Programs$9,461$9,461

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$882,955TotalAmt
Program Services$747,854ProgramServicesAmt
Management And General$62,347ManagementAndGeneralAmt
Fundraising$72,754FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$187,401BOYAmt
EOY$362,056EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$166,302BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,350BOYAmt
EOY$27,570EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$15,401,244BOYAmt
EOY$15,128,581EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,370,658BOYAmt
EOY$1,249,040EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$17,145,955BOYAmt
EOY$16,767,247EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,417BOYAmt
EOY$14,144EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,831,766BOYAmt
EOY$5,575,764EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,844,183BOYAmt
EOY$5,589,908EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,073,004BOYAmt
EOY$941,945EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,964,060BOYAmt
EOY$2,795,658EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,264,708BOYAmt
EOY$7,439,736EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,301,772BOYAmt
EOY$11,177,339EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,145,955BOYAmt
EOY$16,767,247EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$566,934ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$691,367NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,368,142CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,540,375CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,755,224CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$930,560CurrentTaxYearMinus1YearAmt
Current Tax Year$777,824CurrentTaxYearAmt
Total$6,372,125TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,368,142CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,540,375CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,755,224CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$930,560CurrentTaxYearMinus1YearAmt
Current Tax Year$777,824CurrentTaxYearAmt
Total$6,372,125TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$6,372,125PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$390,651CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$317,427CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$360,255CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$987,532CurrentTaxYearMinus1YearAmt
Current Tax Year$1,165,489CurrentTaxYearAmt
Total$3,221,354TotalAmt
FieldValueIRS element (for citing)
Total Support$9,593,479TotalSupportAmt
Public Support CY1700.66420PublicSupportCY170Pct
Public Support PY1700.74770PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held67DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$569,068DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$461,009DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$131,190DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,264,708BeginningYearBalanceAmt
Contributions$175,028ContributionsAmt
End Year Balance$7,439,736EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,189,518BeginningYearBalanceAmt
Contributions$75,190ContributionsAmt
End Year Balance$7,264,708EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,188,622BeginningYearBalanceAmt
Contributions$896ContributionsAmt
End Year Balance$7,189,518EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,478,338BeginningYearBalanceAmt
Contributions$710,284ContributionsAmt
End Year Balance$7,188,622EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,250,254BeginningYearBalanceAmt
Contributions$228,084ContributionsAmt
End Year Balance$6,478,338EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Equity - Domestic$4,062,194F
Equity - foreign$4,981,961F
Fixed Income$6,084,426F
FieldValueIRS element (for citing)
Total Book Value Securities$15,128,581TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
Charitable Remainder Trust Assets$1,122,078
Value of Life Insurance$126,962
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,249,040TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Funds Held on Behalf of Others for Investment$4,453,686
Charitable Remainder Trust Liabilities$1,122,078
FieldValueIRS element (for citing)
Total Liability$5,575,764TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$802,522TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$691,367NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$44,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported-$647,367RevenueNotReportedAmt
Revenue Subtotal$1,449,889RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,449,889TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$926,955TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$44,000DonatedServicesUseFcltsAmt
Expenses Not Reported$44,000ExpensesNotReportedAmt
Expenses Subtotal$882,955ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$882,955TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V, Line 4:FormAndLineReferenceDesc
ExplanationOngoing support of activities beneficial to the Jewish community.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
Jewish Federation of Greater Long Beach and West Orange County
3801 E WillowLong BeachCA90815951647830501(c)(3)$263,718CashSupport Jewish Community activities.
Temple Israel
269 Loma AveLong BeachCA90803951684093501(c)(3)$81,795CashSupport Jewish religious programs.
Jewish Family & Children Services
3801 E WillowLong BeachCA90815952273033501(c)(3)$20,236CashSupport counseling in the Long Beach community.
Alpert Jewish Community Center
3801 E WillowLong BeachCA90815952280781501(c)(3)$15,143CashSupport Jewish community activities.
CSULB 49'er Foundation
6300 University WayLong BeachCA90815452163910501(c)(3)$15,100CashSupport educational programs.
International City Theatre
110 Pine St 820Long BeachCA90802330306882501(c)(3)$21,100CashSupport theatrical arts.
California Conference of Equality and Justice
3711 Long Beach Blvd Ste 1017Long BeachCA90807542178438501(c)(3)$10,625CashSupport tolerance.
Hillel Long Beach
3801 E WillowLong BeachCA90815330348561501(c)(3)$48,225CashJewish community support.
Temple Beth Shalom
3635 Elm AveLong BeachCA90807951957571501(c)(3)$6,250CashSupport Jewish religious programs.
Ronald Mcdonald House of Long Beach
500 E 27th StLong BeachCA90806933167869501(c)(3)$7,750CashSupport community health programs.
PEF Israel Endowment Fund
630 Third Ave 15th FloorNew YorkNY10017136104086501(c)(3)$25,000CashJewish community support.
Hadassah
50 W 58th StNew YorkNY10019131656651501(c)(3)$8,027CashSupport cultural and educational programs.
Anti Defamation League
1201 Dove St 500Newport BeachCA92660131818723501(c)(3)$5,800CashSecure justice and fair treatment for all.
Hebrew Academy
14401 Willow LnWestministerCA92683330019197501(c)(3)$12,600CashSupport Jewish educational programs.
Long Beach Symphony
555 E Ocean Blvd Ste 106Long BeachCA90802956004958501(c)(3)$10,000CashSupport cultural arts program.
Long Beach Jewish Community Senior Housing Corporation
3799 East WillowLong BeachCA90815330035448501(c)(3)$11,000CashSupport housing programs.
Boston Latin School Association
27 School StBostonMA02108046035973501(c)(3)$25,000CashSupport programs intended to inspire students.
Musical Theatre West
4350 E 7th StLong BeachCA90804956100108501(c)(3)$5,500CashSupport musical theatre.
LB Opera
3029 East South StLong BeachCA90805953387074501(c)(3)$5,000CashSupport the advancement of Operatic arts.
Children Today Eco House
PO Box 16004Long BeachCA90806954635295501(c)(3)$5,000CashSupport homeless programs.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDeborah GoldfarbPersonNm
TitleCEOTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$176,572CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$26,870NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$203,442TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$201,501NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11The federal law does not require that a copy of the 990 be provided to each board member or that each board member review the 990. The audit and finance committee of this organization reviews the 990 prior to the filing of the 990. Upon completion of their review and finalization of the 990, they recommend approval of the return to the board of directors. It is available for review by board members for a period of time prior to board ratification of the audit and finance committee's recommendation to accept and file the 990. Any board member who requests a copy is provided one. Upon the board's acceptance of the audit and finance committee's recommendation to accept and file the 990 it is filed.
Form 990, Part VI, Section B, line 12cThe Organization has a conflict of interest policy and annually requests board members and all employees to disclose any potential conflicts of interest.
Form 990, Part VI, Section C, line 18The Organization makes its 990 available for inspection upon request. The Organization was formed prior to the existence of the IRS Form 1023.
Form 990, Part VI, Section C, line 19The Organization makes available for inspection its governing documents, conflict of interest policy, and financial statements upon request.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Jewish Federation of Greater Long Beach and West Orange CountyBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13801 E WillowAddressLine1Txt
CityLong BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90630ZIPCd
FieldValueIRS element (for citing)
EIN951647830EIN
Primary ActivitiesSupport charitable purposes that affect the Jewish Community in LB/OC CAPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status509(a)(2)PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
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 (8 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
The Organization uses facilities and staff provided to it by
The Jewish Federation of Greater Long Beach and West
Orange County
In kind not reimbursed - N & O
O$44,000FMV
Reimbursment to Jewish Federation of Greater Long Beach and West
P$160,000FMV
Total
$204,000FMV
Jewish Federation of Greater Long Beach and West OC
B$263,718FMV
Jewish Federation of Greater Long Beach and West OC
C$66,599FMV