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JEWISH FEDERATION FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION FOUNDATION (EIN 05-0259003)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-14
IRS object ID
201531349349304233
Schema version
2013v4.0
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)
Return2015-05-14T13:39:52-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050409384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAHN LITWIN RENZA & CO LTDBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1951 NORTH MAIN STREETAddressLine1
CityPROVIDENCECity
StateRIState
ZIP Code02904ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050259003EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION FOUNDATIONBusinessNameLine1
Business Name Line2OF GREATER RHODE ISLANDBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone4014214111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 ELMGROVE AVENUEAddressLine1
CityPROVIDENCECity
StateRIState
ZIP Code02906ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY K SAVITPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone4014214111PhoneNum
Signature2015-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBORAH A HOPKINSPreparerPersonNm
PTINP00167843PTIN
Phone4012742001PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJEFFREY K SAVITPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 ELMGROVE AVENUEAddressLine1
CityPROVIDENCECity
StateRIState
ZIP Code02906ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$17,043,093GrossReceiptsAmt
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-$2,912TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$2,912NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,249,420PYContributionsGrantsAmt
CY Contributions Grants$9,044,556CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,380,342PYInvestmentIncomeAmt
CY Investment Income$4,007,049CYInvestmentIncomeAmt
PY Other Revenue$5,867PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,635,629PYTotalRevenueAmt
CY Total Revenue$13,051,605CYTotalRevenueAmt
PY Grants And Similar Paid$2,992,965PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,717,368CYGrantsAndSimilarPaidAmt
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$86,183CYTotalFundraisingExpenseAmt
PY Other Expenses$505,542PYOtherExpensesAmt
CY Other Expenses$553,270CYOtherExpensesAmt
PY Total Expenses$3,498,507PYTotalExpensesAmt
CY Total Expenses$3,270,638CYTotalExpensesAmt
PY Revenues Less Expenses$137,122PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$9,780,967CYRevenuesLessExpensesAmt
Total Assets BOY$47,550,478TotalAssetsBOYAmt
Total Assets EOY$60,925,534TotalAssetsEOYAmt
Total Liabilities BOY$6,731,095TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,653,898TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$40,819,383NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$53,271,636NetAssetsOrFundBalancesEOYAmt
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$2,937,331ExpenseAmt
Grant$2,717,368GrantAmt
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$2,937,331TotalProgramServiceExpensesAmt
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 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
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Foreign CountryVIForeignCountryCd
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 Line1JEFFREY K SAVITBusinessNameLine1
FieldValueIRS element (for citing)
Phone4014214111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 ELMGROVE AVENUEAddressLine1
CityPROVIDENCECity
StateRIState
ZIP Code02906ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JAY ROSENSTEIN
CHAIR OF THE BOARD1.500.50Yes (X)Yes (X)$0$0$0
MINDY WACHTENHEIM
VICE CHAIR OF THE BOARD0.50Yes (X)Yes (X)$0$0$0
STEVEN SHALANSKY
TREASURER0.500.50Yes (X)Yes (X)$0$0$0
MELVIN G ALPERIN
DIRECTOR0.500.50Yes (X)$0$0$0
DIANE DUCOFF
DIRECTOR0.50Yes (X)$0$0$0
H JACK FEIBELMAN
DIRECTOR0.50Yes (X)$0$0$0
MARK FEINSTEIN
DIRECTOR0.500.50Yes (X)$0$0$0
SUSAN FROEHLICH
DIRECTOR0.500.50Yes (X)$0$0$0
SHARON GAINES
DIRECTOR0.504.00Yes (X)$0$0$0
DAVID M HIRSCH
DIRECTOR0.50Yes (X)$0$0$0
MARILYN KAPLAN
DIRECTOR0.50Yes (X)$0$0$0
RICHARD A LICHT
DIRECTOR0.500.50Yes (X)$0$0$0
RALPH POSNER
DIRECTOR0.500.50Yes (X)$0$0$0
DAVID SHEER
DIRECTOR0.50Yes (X)$0$0$0
ROBERT SHERWIN
DIRECTOR1.500.50Yes (X)$0$0$0
MATHEW SHUSTER
DIRECTOR0.50Yes (X)$0$0$0
HERBERT STERN
DIRECTOR0.50Yes (X)$0$0$0
CHERYL GREENFIELD TEVEROW
DIRECTOR0.500.50Yes (X)$0$0$0
JEFFREY K SAVIT
PRESIDENT/CEO8.0032.00Yes (X)$0$215,400$3,589
MANUEL DAROSA
CHIEF FINANCIAL OFFICER30.0010.00Yes (X)$0$112,364$8,855
MINNA ELLISON
SENIOR VICE PRESIDENT2.0038.00$0$133,075$9,219Yes (X)
EDWARD BRUCKNER
VICE PRESIDENT, FIN'L RESOURCE DEVELOP.20.0020.00$0$132,422$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$593,261TotReportableCompRltdOrgAmt
Total Other Compensation$21,663TotalOtherCompensationAmt
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$9,044,556AllOtherContributionsAmt
Noncash Contributions$493,050NoncashContributionsAmt
Total Contributions$9,044,556TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,030,774TotalRevenueColumnAmt
Unrelated Business Revenue-$2,912UnrelatedBusinessRevenueAmt
Exclusion$1,033,686ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,967,763SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,991,488SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,976,275SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,976,275TotalRevenueColumnAmt
Exclusion$2,976,275ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,051,605TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$2,912UnrelatedBusinessRevenueAmt
Exclusion$4,009,961ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,664,093TotalAmt
Program Services$2,664,093ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$53,275TotalAmt
Program Services$53,275ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,000TotalAmt
Management And General$25,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$176,076TotalAmt
Management And General$176,076ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$695TotalAmt
Program Services$695ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,727TotalAmt
Program Services$2,691ProgramServicesAmt
Fundraising$4,036FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,317TotalAmt
Program Services$3,717ProgramServicesAmt
Management And General$92ManagementAndGeneralAmt
Fundraising$2,508FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,500TotalAmt
Program Services$2,500ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$16,000TotalAmt
Program Services$14,952ProgramServicesAmt
Management And General$588ManagementAndGeneralAmt
Fundraising$460FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$35TotalAmt
Program Services$35ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$20TotalAmt
Fundraising$20FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SHARED PERSONNEL COSTS$315,520$191,227$45,266$79,027
SPECIAL EVENTS$2,181$2,181
PROFESSIONAL DEVELOPMEN$2,057$1,845$80$132
SUBSCRIPTIONS AND DUES$120$120

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$22TotalAmt
Management And General$22ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,270,638TotalAmt
Program Services$2,937,331ProgramServicesAmt
Management And General$247,124ManagementAndGeneralAmt
Fundraising$86,183FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$26,219BOYAmt
EOY$43,442EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$212,325BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,334BOYAmt
EOY$36,594EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,882BOYAmt
EOY$8,382EOYAmt
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$25,119,253BOYAmt
EOY$35,992,281EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$22,054,999BOYAmt
EOY$24,704,934EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$133,166BOYAmt
EOY$138,601EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$47,550,478BOYAmt
EOY$60,925,534EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$27,350BOYAmt
EOY$41,789EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$4,648,110BOYAmt
EOY$6,164,503EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,055,635BOYAmt
EOY$1,447,606EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,731,095BOYAmt
EOY$7,653,898EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$31,301,581BOYAmt
EOY$34,622,935EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,810,559BOYAmt
EOY$3,481,982EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,707,243BOYAmt
EOY$15,166,719EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$40,819,383BOYAmt
EOY$53,271,636EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$47,550,478BOYAmt
EOY$60,925,534EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$9,780,967ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,031,377NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,360,091OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
CertificationYes (X)CertificationInd
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JEWISH ALLIANCE OF GREATER RHODE ISLANDBusinessNameLine1
FieldValueIRS element (for citing)
EIN274127671EIN
Organization Type7OrganizationTypeDesc
Governing Document ListedYes (1)GoverningDocumentListedInd
Supported Org NotifiedYes (1)SupportedOrgNotifiedInd
US OrganizedYes (1)USOrganizedInd
Support$1,610,863SupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,610,863SupportSumAmt

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 Held127DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$602,342DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,015,505DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$18,471,573DonorAdvisedFundsVlEOYAmt
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$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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,368,493BeginningYearBalanceAmt
Contributions$660,543ContributionsAmt
Investment Earnings Or Losses$1,308,532InvestmentEarningsOrLossesAmt
Grants Or Scholarships$381,172GrantsOrScholarshipsAmt
Other Expenditures$386,793OtherExpendituresAmt
Administrative Expenses$116,619AdministrativeExpensesAmt
End Year Balance$11,452,984EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,747,327BeginningYearBalanceAmt
Contributions$118,600ContributionsAmt
Investment Earnings Or Losses$151,346InvestmentEarningsOrLossesAmt
Grants Or Scholarships$316,991GrantsOrScholarshipsAmt
Other Expenditures$223,972OtherExpendituresAmt
Administrative Expenses$107,817AdministrativeExpensesAmt
End Year Balance$10,368,493EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,017,089BeginningYearBalanceAmt
Contributions$811,049ContributionsAmt
Investment Earnings Or Losses$1,845,706InvestmentEarningsOrLossesAmt
Grants Or Scholarships$582,958GrantsOrScholarshipsAmt
Other Expenditures$224,308OtherExpendituresAmt
Administrative Expenses$119,251AdministrativeExpensesAmt
End Year Balance$10,747,327EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,330,572BeginningYearBalanceAmt
Contributions$1,317,189ContributionsAmt
Investment Earnings Or Losses$914,154InvestmentEarningsOrLossesAmt
Grants Or Scholarships$234,500GrantsOrScholarshipsAmt
Other Expenditures$206,021OtherExpendituresAmt
Administrative Expenses$104,305AdministrativeExpensesAmt
End Year Balance$9,017,089EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.51870BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.10380PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.37750TermEndowmentBalanceEOYPct
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$1,646,647F
LIMITED PARTNERSHIPS & LIMITED LIABILITY COMPANIES$23,058,287F
FieldValueIRS element (for citing)
Total Book Value Securities$24,704,934TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
LIABILITY UNDER SPLIT INTEREST AGREEMENTS$1,185,093
DUE TO JEWISH ALLIANCE OF GREATER RI$262,513
FieldValueIRS element (for citing)
Total Liability$1,447,606TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 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, AND 6) SUPPORT OF THE URI HILLEL.
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 TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2011, 2012, AND 2013 ARE SUBJECT TO EXAMINATION BY THE IRS. THE FOUNDATION CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS.
PART V, LINE 1BDURING THE YEAR, IT WAS DETERMINED THAT ADDITIONAL UNRESTRICTED FUNDS WERE FUNCTIONING AS ENDOWMENT. SUCH AMOUNTS WERE NOT NEW CONTRIBUTIONS TO THE ORGANIZATIONS, BUT ARE INCLUDED WITH CONTRIBUTIONS TO THE ENDOWMENT. ACTUAL NEW CONTRIBUTIONS CONSISTED OF $7,519,165.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEANRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConductedTxt
Region Total Expenditures$8,143,877RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$8,143,877SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$8,143,877TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3, COLUMN FTHE FOUNDATION IS AN INVESTOR IN THE FOLLOWING TWO INVESTMENTS: ARCHSTONE ABSOLUTE RETURN STRATEGIES FUND, LTD., A LIMITED LIABIITY COMPANY/HEDGE FUND UNDER THE PROVISIONS OF THE COMPANIES LAW OF THE CAYMAN ISLANDS. BOOK VALUE OF THIS INVESTMENT AS OF JUNE 30, 2014 IS $4,144,172. NO TRANSFERS TO THE FUND WERE MADE DURING THE TAX YEAR. BARLOW PARTNERS OFFSHORE LIMITED, A PROFESSIONAL FUND WITHIN THE MEANING OF THE BRITISH VIRGIN ISLANDS SECURITIES AND INVESTMENT BUSINESS ACT, 2010, AS AMENDED. BOOK VALUE OF THIS INVESTMENT AS OF JUNE 30, 2014 IS $3,999,705. NO TRANSFERS TO THE FUND WERE MADE DURING THE TAX YEAR.
PART IV, LINES 1, 4 & 5FOREIGN FORMS - THE FOUNDATION INVESTS IN FOREIGN PARTNERSHIPS THROUGH VARIOUS DOMESTIC PARTNERSHIPS. NONE OF THE ACTIVITY MEETS THE FILING REQUIREMENTS FOR FORMS 926, 8621 OR 8865.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (38 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2
AMERCIAN JOINT DISTRIBUTION COMMITTEE INC
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017131656634501(C)(3)$60,000GENERAL OPERATIONS
AMOS HOUSE
415 FRIENDSHIP STREETPROVIDENCERI02907050387218501(C)(3)$11,000GENERAL OPERATIONS
BROWN HILLEL FOUNDATION
80 BROWN STREETPROVIDENCERI02906050258809501(C)(3)$5,875GENERAL OPERATIONS
CAMP JORI
1065 WORDENS POND ROADWAKEFIELDRI02880050268612501(C)(3)$73,471GENERAL OPERATIONS
CENTRAL FUND OF ISRAEL
980 SIXTH AVENUENEW YORKNY10018132992985501(C)(3)$19,800GENERAL OPERATIONS
CHABAD LUBAVITHCH OF GREENWICH
75 MASON STREETGREENWICHCT06830223616874501(C)(3)$18,600GENERAL OPERATIONS
CITY YEAR
77 EDDY STREET 2ND FLOORPROVIDENCERI02903222882549501(C)(3)$5,000GENERAL OPERATIONS
CONGREGATION AGUDAS ACHIM
901 NORTH MAIN STREETATTLEBOROMA02703422675103501(C)(3)$43,207AGENCY ENDOWMENT WITHDRAWALS
CONGREGATION BETH SHOLOM
275 CAMP STREETPROVIDENCERI02906050271585501(C)(3)$9,300GENERAL OPERATIONS
FJC--A FOUNDATION OF DONOR ADVISED FUNDS
520 EIGHT AVENUE 20TH FLOORNEW YORKNY10018133848582501(C)(3)$50,000GENERAL OPERATIONS
GIRLS LEADERSHIP INSTITUTE INC
155 FILBERT STREET 245OAKLANDCA94607331207431501(C)(3)$5,000GENERAL OPERATIONS
HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC
50 WEST 58TH STNEW YORKNY10101131656651501(C)(3)$6,937GENERAL OPERATIONS
HAMPTON CLASSIC HORSE SHOW INC
PO BOX 3013BRIDGEHAMPTONNY01932112597077501(C)(3)$5,000GENERAL OPERATIONS
HEBREW UNION COLLEGE
3077 UNIVERSITY AVENUELOS ANGELESCA90007310537067501(C)(3)$5,680GENERAL OPERATIONS
HOLOCAUST EDUCATION & RESOURCE CENTER OF RHODE ISLAND
401 ELMGROVE AVENUEPROVIDENCERI02906050483511501(C)(3)$62,427AGENCY ENDOWMENT WITHDRAWALS
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE AT URI
6 FRATERNITY CIRCLEKINGSTONRI02881056019148501(C)(3)$12,773GENERAL OPERATIONS
JEWISH ALLIANCE OF GREATER RHODE ISLAND
401 ELMGROVE AVENUEPROVIDENCERI02906274127671501(C)(3)$1,430,272GENERAL OPERATIONS
JEWISH ALLIANCE OF GREATER RHODE ISLAND
401 ELMGROVE AVENUEPROVIDENCERI02906274127671501(C)(3)$112,500DEBT SERVICE SUBSIDY
JEWISH ALLIANCE OF GREATER RHODE ISLAND
401 ELMGROVE AVENUEPROVIDENCERI02906274127671501(C)(3)$68,091CAPITAL IMPROVEMENTS
JEWISH COMMUNAL FUND
575 MADISON AVENUE SUITE 703NEW YORKNY10021237174183501(C)(3)$50,000GENERAL OPERATIONS
JEWISH DAY SCHOOL OF PROVIDENCE
85 TAFT AVENUEPROVIDENCERI02906453007322501(C)(3)$107,570GENERAL OPERATIONS
JEWISH DAY SCHOOL OF PROVIDENCE
85 TAFT AVENUEPROVIDENCERI02906453007322501(C)(3)$53,953AGENCY ENDOWMENT WITHDRAWALS
JEWISH FAMILY SERVICE
959 NORTH MAIN STREETPROVIDENCERI02904050258888501(C)(3)$6,365GENERAL OPERATIONS
JEWISH FEDERATIONS OF NORTH AMERICA
25 BROADWAY SUITE 1700NEW YORKNY10004131624240501(C)(3)$10,000GENERAL OPERATIONS
JEWISH FEDERATION OF PALM BEACH COUNTY INC
4601 COMMUNITY DRIVEWEST PALM BEACHFL33417590948696501(C)(3)$11,500GENERAL OPERATIONS
JEWISH SENIORS AGENCY
100 NIANTIC AVENUEPROVIDENCERI02907050258889501(C)(3)$35,892GENERAL OPERATIONS
JEWISH THEOLOGICAL SEMINARY OF AMERICA
3080 BROADWAYNEW YORKNY10027130887640501(C)(3)$5,100GENERAL OPERATIONS
MAKE-A-WISH FOUNDATION
20 HEMINGWAY DRIVEEAST PROVIDENCERI02915222867371501(C)(3)$5,500GENERAL OPERATIONS
MIRIAM HOSPITAL FOUNDATION
BOX H ANNEX STATIONPROVIDENCERI02901050377502501(C)(3)$13,219GENERAL OPERATIONS
PROVIDENCE HEBREW DAY SCHOOL
450 ELMGROVE AVENUEPROVIDENCERI02906050271953501(C)(3)$45,022AGENCY ENDOWMENT WITHDRAWALS
RHODE ISLAND FOUNDATION
ONE UNION STATIONPROVIDENCERI02903222604963501(C)(3)$10,200GENERAL OPERATIONS
RHODE ISLAND JEWISH HISTORICAL ASSOCIATON
130 SESSIONS STREETPROVIDENCERI02906056015436501(C)(3)$28,500AGENCY ENDOWMENT WITHDRAWALS
SOCIAL VENTURE PARTNERS RHODE ISLAND
460 HARRIS AVENUE 303PROVIDENCERI02908260163730501(C)(3)$7,500GENERAL OPERATIONS
TAMARISK ASSISTED LIVING
3 SHALOM DRIVEWARWICKRI02885030475508501(C)(3)$12,509GENERAL OPERATIONS
TEMPLE BETH-EL
70 ORCHARD AVENUEPROVIDENCERI02906050264805501(C)(3)$8,150GENERAL OPERATIONS
TEMPLE EMANU-EL
99 TAFT AVENUEPROVIDENCERI02906050259273501(C)(3)$49,236GENERAL OPERATIONS
TRUSTEES OF DARTMOUTH COLLEGE
TUCK SCHOOL OF BUSINESS 100 TUCKHANOVERNH03755020222111501(C)(3)$13,000GENERAL OPERATIONSHALL
TRUSTEES OF PHILLIPS ACADEMY
180 MAIN STREETANDOVERMA01810042103579501(C)(3)$25,000GENERAL OPERATIONS
FieldValueIRS element (for citing)
Total501c3 Org35Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient34RecipientCnt
Cash Grant$53,275CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:THERE 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.
SCHEDULE F RELATED ACTIVITYTHE JEWISH FEDERATION FOUNDATION OF GREATER RHODE ISLAND REPORTS GRANTS ON SCHEDULE I TO THE FOLLOWING 501(C)(3) DOMESTIC US CHARITIES: JEWISH FEDERATIONS OF NORTH AMERICA, AMERICAN JOINT DISTRIBUTION COMMITTEE, INC., CENTRAL FUND OF ISRAEL AND JEWISH COMMUNAL FUND. GRANTS PAID TO THESE ORGANIZATIONS MAY BE TRANSFERRED FROM THESE ORGANIZATIONS TO OUTSIDE THE UNITED STATES. EACH ORGANIZATION FILES A SEPARATE FORM 990 AND DETAILED SCHEDULE F.

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)
PersonJEFFREY K SAVITPersonNm
TitlePRESIDENT/CEOTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$195,400CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$20,000BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$2,925DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$664NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$218,989TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE INDIVIDUALS LISTED ON SCHEDULE J ARE COMPENSATED BY A RELATED ORGANIZATION, THE JEWISH ALLIANCE OF GREATER RHODE ISLAND, A 501(C)(3) CORPORATION AND THE SOLE CORPORATE MEMBER OF THE FOUNDATION. THE JEWISH ALLIANCE OF GREATER RHODE ISLAND USES ALL OF THE METHODS LISTED IN PART I, LINE 3 TO ESTABLISH THE COMPENSATION OF ITS PRESIDENT/CEO.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution16ContributionCnt
Noncash Contributions Rpt F990$493,050NoncashContributionsRptF990Amt
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 (10 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. ALL 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 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 11THE BOARD OF DIRECTORS OF THE JEWISH ALLIANCE OF GREATER RHODE ISLAND (THE SOLE CORPORATE MEMBER OF THIS ORGANIZATION) APPOINTED ITS FINANCE COMMITTEE TO THOROUGHLY 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 156,302. FASB 136 REVERSALS - NET INVESTMENT RETURN -811,025. FASB 136 REVERSAL - GIFTS -983,406. FASB 136 REVERSAL - GRANTS MADE 233,108. FASB 136 REVERSAL - MISCELLANEOUS INCOME 44,930.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION'S RESULTS WERE INCLUDED IN CONSOLIDATED INDEPENDENT AUDITED FINANCIAL STATEMENTS FOR THIS TAX YEAR. THE JEWISH ALLIANCE OF GREATER RHODE ISLAND (THE SOLE CORPORATE MEMBER OF THIS ORGANIZATION) HAS AN AUDIT COMMITTEE CONSISTING OF 3 MEMBERS. THIS COMMITTEE SELECTS OUR AUDITORS, REVIEWS THE FINANCIAL STATEMENTS AND ACTS UPON ANY FINDINGS OR RECOMMENDATIONS BROUGHT FORTH BY THE AUDITORS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary 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$1,610,863COST
JEWISH ALLIANCE OF GREATER RHODE ISLAND
E$262,513COST
JEWISH ALLIANCE OF GREATER RHODE ISLAND
O$315,520COST
JEWISH ALLIANCE OF GREATER RHODE ISLAND
P$128,373COST
ALLIANCE REALTY INC
D$2,290,796YEAR-END VALUE