JEWISH FEDERATION FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION FOUNDATION (EIN 05-0259003)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-07
- IRS object ID
- 201321279349300872
- Schema version
- 2011v1.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-07T11:10:50-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050353162 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PICCERELLI GILSTEIN & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 WESTMINSTER STREET | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 029032282 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050259003 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | F/K/A JEWISH FEDERATION OF RHODE ISLAND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 4014214111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 ELMGROVE AVENUE | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02906 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY K SAVIT | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 4014214111 | Phone |
| Date Signed | 2013-04-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN M MATHIAS | Name |
| PTIN | P00008458 | PTIN |
| Phone | 4018310200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JEFFREY K SAVIT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 ELMGROVE AVENUE | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02906 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7298959 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SHALOMRI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1945 | YearFormation |
| State Legal Domicile | RI | StateLegalDomicile |
| Activity Or Mission Description | TO 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | -679 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 518 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5531985 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 659264 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 124260 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1076559 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1779593 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 85431 | OtherRevenuePriorYear |
| Other Revenue Current Year | 9862 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6818235 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2448719 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4670985 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2627270 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 687869 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2737 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 62339 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 809246 | OtherExpensePriorYear |
| Other Expenses Current Year | 499606 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6168100 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3129613 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 650135 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -680894 | RevenuesLessExpensesCY |
| Total Assets BOY | 49629713 | TotalAssetsBOY |
| Total Assets EOY | 45805258 | TotalAssetsEOY |
| Total Liabilities BOY | 6894549 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6520399 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 42735164 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 39284859 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE JEWISH FEDERATION FOUNDATION'S PURPOSE IS TO SUPPORT THE MISSION OF ITS SOLE CORPORATE MEMBER, JEWISH ALLIANCE OF GREATER RHODE ISLAND (A 501(C)(3) TAX EXEMPT ORGANIZATION), THAT SEEKS 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2853021 | Expense |
| Grants | 2627270 | Grants |
| Description | TO PROMOTE GENERAL JEWISH WELFARE THROUGH THE SUPPORT OF JEWISH CHARITABLE, CULTURAL, AND RELIGIOUS ORGANIZATIONS AND ASSIST IN COMMUNAL ACTIVITIES. | Description |
| Total Program Service Expense | 2853021 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | VI | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY K SAVIT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4014214111 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 ELMGROVE AVENUE | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02906 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DORIS FEINBERG | |||||||
| CHAIR | 1.50 | X | X | 0 | 0 | 0 | |
| SHARON GAINES | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| ALAN LITWIN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| LAWRENCE HERSHOFF | |||||||
| SECRETARY/TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| PROF CHARLES ELBAUM | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| H JACK FEIBELMAN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| NANCY HARRIS | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MARILYN KAPLAN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JAY ROSENSTEIN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| ROBERT SHERWIN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| CHERYL GREENFELD TEVEROW | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MINDY WACHTENHEIM | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| MELVIN G ALPERIN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MARK R FEINSTEIN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JEFFREY VOGEL | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| HERBERT B STERN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MATHEW D SHUSTER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JEFFREY SAVIT | |||||||
| PRESIDENT | 1.00 | X | X | 0 | 89250 | 0 | |
| MINNA ELLISON | |||||||
| INTERIM CEO/SENIOR VP | 40.00 | X | 0 | 168174 | 9422 | ||
| MANUEL E DAROSA | |||||||
| CFE/COO | 40.00 | 0 | 117457 | 16069 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 374881 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 25491 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 659264 | AllOtherContributions |
| Noncash Contributions | 145395 | NoncashContributions |
| Total Contributions | 659264 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1035259 | TotalRevenueColumn |
| Unrelated Business Revenue | -679 | UnrelatedBusinessRevenue |
| Exclusion | $1,035,938 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5594574 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4850240 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 744334 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 744334 | TotalRevenueColumn |
| Exclusion | $744,334 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN CSV LIFE INS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 9862 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9862 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9862 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2448719 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9862 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -679 | UnrelatedBusinessRevenue |
| Exclusion | $1,780,272 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2577239 | Total |
| Program Services | 2577239 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50031 | Total |
| Program Services | 50031 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2737 | Total |
| Management And General | 2737 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25000 | Total |
| Management And General | 25000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128884 | Total |
| Management And General | 128884 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17967 | Total |
| Program Services | 4033 | ProgramServices |
| Management And General | 1481 | ManagementAndGeneral |
| Fundraising | 12453 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2108 | Total |
| Program Services | 2108 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2297 | Total |
| Program Services | 887 | ProgramServices |
| Management And General | 711 | ManagementAndGeneral |
| Fundraising | 699 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3465 | Total |
| Program Services | 693 | ProgramServices |
| Management And General | 1386 | ManagementAndGeneral |
| Fundraising | 1386 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16000 | Total |
| Program Services | 15095 | ProgramServices |
| Management And General | 503 | ManagementAndGeneral |
| Fundraising | 402 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 977 | Total |
| Program Services | 789 | ProgramServices |
| Management And General | 80 | ManagementAndGeneral |
| Fundraising | 108 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375 | Total |
| Program Services | 306 | ProgramServices |
| Management And General | 27 | ManagementAndGeneral |
| Fundraising | 42 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3700 | Total |
| Program Services | 3473 | ProgramServices |
| Management And General | 126 | ManagementAndGeneral |
| Fundraising | 101 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SHARED PERSONNELL COSTS | 297502 | 198147 | 52387 | 46968 |
| MISCELLANEOUS EXPENSE | 841 | 841 | ||
| TELEPHONE | 450 | 180 | 90 | 180 |
| UNRELATED BUSINESS TAX | 40 | 40 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3129613 | Total |
| Program Services | 2853021 | ProgramServices |
| Management And General | 214253 | ManagementAndGeneral |
| Fundraising | 62339 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216544 | BOY |
| EOY | 183183 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67460 | BOY |
| EOY | 82693 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19968 | BOY |
| EOY | 354 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2000 | BOY |
| EOY | 1960 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1300 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1300 | BOY |
| EOY | 1300 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48993516 | BOY |
| EOY | 45405763 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 328925 | BOY |
| EOY | 130005 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49629713 | BOY |
| EOY | 45805258 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23392 | BOY |
| EOY | 42175 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4522839 | BOY |
| EOY | 4382523 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2348318 | BOY |
| EOY | 2095701 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6894549 | BOY |
| EOY | 6520399 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34008533 | BOY |
| EOY | 30724702 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1735720 | BOY |
| EOY | 1458276 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6990911 | BOY |
| EOY | 7101881 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42735164 | BOY |
| EOY | 39284859 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49629713 | BOY |
| EOY | 45805258 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -680894 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2769411 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH ALLIANCE OF GREATER RHODE ISLAND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274127671 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $1,754,392 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 1754392 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 119 | NumberDAFsHeld |
| Donor Advised Contributions | 221768 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 840271 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 15442544 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10747327 | BeginningOfYearBalance |
| Contributions | 118600 | Contributions |
| Investment Earnings Or Losses | 151346 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 316991 | GrantsOrScholarships |
| Other Expenditures | 223972 | OtherExpenditures |
| Administrative Expenses | 107817 | AdministrativeExpenses |
| End Of Year Balance | 10368493 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9017089 | BeginningOfYearBalance |
| Contributions | 811049 | Contributions |
| Investment Earnings Or Losses | 1845706 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 582958 | GrantsOrScholarships |
| Other Expenditures | 224308 | OtherExpenditures |
| Administrative Expenses | 119251 | AdministrativeExpenses |
| End Of Year Balance | 10747327 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7330572 | BeginningOfYearBalance |
| Contributions | 1317189 | Contributions |
| Investment Earnings Or Losses | 914154 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 234500 | GrantsOrScholarships |
| Other Expenditures | 206021 | OtherExpenditures |
| Administrative Expenses | 104305 | AdministrativeExpenses |
| End Of Year Balance | 9017089 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8374496 | BeginningOfYearBalance |
| Contributions | 445846 | Contributions |
| Investment Earnings Or Losses | -953172 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 205321 | GrantsOrScholarships |
| Other Expenditures | 224671 | OtherExpenditures |
| Administrative Expenses | 106606 | AdministrativeExpenses |
| End Of Year Balance | 7330572 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.17440 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.68500 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.14060 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1300 | InvestmentCostOrOtherBasis |
| Book Value | 1300 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1300 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| US GOVERNMENT OBLIGATIONS | 1409358 | F |
| FOREIGN BONDS | 1510174 | F |
| MUTUAL FUNDS | 21211962 | F |
| LIMITED PARTNERSHIPS & LIMITED LIABILITY COMPANIES | 20146634 | F |
| STOCKS | 1127635 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 45405763 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITY UNDER SPLIT INTEREST AGREEMENTS | $1,183,933 |
| DUE TO JEWISH ALLIANCE | $911,768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2095701 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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", WHICH HAS BEEN CODIFIED INTO FASB ASC 958. 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 ENDOWMENT 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 X: | ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - THE ORGANIZATION HAS ADOPTED FASB ASC 740, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES". THE INTERPRETATION REQUIRES THE ORGANIZATION TO INTERNALLY MONITOR ITS TAX POSITIONS TO DETERMINE WHETHER ANY ARE UNCERTAIN. A TAX POSITION IS TAKEN IF IT IS DETERMINED THAT THE POSITION WILL "MORE-LIKELY-THAN-NOT" BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. THE 2008, 2009, 2010 AND 2011 TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS. THERE HAS BEEN NO EFFECT ON NET ASSETS AS A RESULT OF THE ADOPTION OF THIS INTERPRETATION. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| 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 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. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA & CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 6876897 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 6876897 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 6876897 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FOREIGN FORMS | SCHEDULE F, PAGE 4, PART IV, QUESTIONS 1, 4, AND 5: | THE ORGANIZATION INVESTS IN FOREIGN PARTNERSHIPS THROUGH VARIOUS DOMESTIC PARTNERSHIPS. NONE OF THE ACTIVITY MEETS THE FILING REQUIREMENTS FOR FORMS 926, 8621, OR 8865. |
| THE ORGANIZATION IS AN INVESTOR IN THE FOLLOWING TWO INVESTMENTS: | PART I, QUESTION 3(1)(F): | ARCHSTONE ABSOLUTE RETURN STRATEGIES FUND, LTD., A CAYMAN ISLAND LIMITED LIABILITY COMPANY/HEDGE FUND. BOOK VALUE OF THIS INVESTMENT AS OF JUNE 30, 2012 IS $3,417,664. 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, 2012 IS $3,459,233. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (28 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| URI HILLEL | |||||||
| 6 FRATERNITY CIRCLE | KINGSTON | RI | 02881 | 056019148 | 501(C)(3) | 19546 | GENERAL OPERATIONS |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 W 36TH ST 11TH FLOOR | NEW YORK | NY | 10018 | 222584370 | 501(C)(3) | 5350 | GENERAL OPERATIONS |
| BROWN HILLEL FOUNDATION | |||||||
| 80 BROWN STREET | PROVIDENCE | RI | 02906 | 050258809 | 501(C)(3) | 6172 | GENERAL OPERATIONS |
| ABRAHAM JOSHUA HESCHEL SCHOOL | |||||||
| 270 WEST 89TH ST | NEW YORK | NY | 10024 | 133091539 | 501(C)(3) | 25000 | GENERAL OPERSTION |
| CAMP JORI | |||||||
| 1065 WORDENS POND ROAD | WAKEFIELD | RI | 02880 | 050268612 | 501(C)(3) | 30414 | GENERAL OPERATIONS |
| CHABAD LUBAVITCH OF GREENWICH | |||||||
| 75 MASON STREET | GREENWICH | CT | 06830 | 223616874 | 501(C)(3) | 24850 | GENERAL OPERATIONS |
| CHABAD OF BARRINGTON | |||||||
| 311 MAPLE AVENUE | BARRINGTON | RI | 02806 | 711005804 | 501(C)(3) | 5036 | GENERAL OPERATIONS |
| JEWISH ALLIANCE OF GREATER RHODE ISLAND | |||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | 274127671 | 501(C)(3) | 1622106 | GENERAL OPERATIONS |
| JEWISH ALLIANCE OF GREATER RHODE ISLAND | |||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | 274127671 | 501(C)(3) | 42750 | INTEREST SUBSIDY |
| JEWISH ALLIANCE OF GREATER RHODE ISLAND | |||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | 274127671 | 501(C)(3) | 89536 | CAPITAL IMPROVEMENTS |
| JEWISH FAMILY SERVICE | |||||||
| 959 NORTH MAIN STREET | PROVIDENCE | RI | 02904 | 050258888 | 501(C)(3) | 9950 | GENERAL OPERATIONS |
| HOLOCAUST EDUCATION & RESOURCE CENTER OF RHODE ISLAND | |||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | 050483511 | 501(C)(3) | 37400 | AGENCY ENDOWMENT WITHDRAWAL |
| JEWISH COMMUNITY DAY SCHOOL OF RHODE ISLAND | |||||||
| 85 TAFT AVENUE | PROVIDENCE | RI | 02906 | 050378703 | 501(C)(3) | 56698 | AGENCY ENDOWMENT WITHDRAWAL |
| JEWISH COMMUNITY DAY SCHOOL OF RHODE ISLAND | |||||||
| 85 TAFT AVENUE | PROVIDENCE | RI | 02906 | 050378703 | 501(C)(3) | 122198 | GENERAL OPERATIONS |
| CONGREGATION AGUDAS ACHIM | |||||||
| 901 NORTH MAIN STREET | ATTLEBORO | MA | 02703 | 422675103 | 501(C)(3) | 10000 | AGENCY ENDOWMENT WITHDRAWAL |
| JEWISH FEDERATION OF PALM BEACH COUNTY INC | |||||||
| 4601 COMMUNITY DR | WEST PALM BEACH | FL | 33417 | 590948696 | 501(C)(3) | 11500 | GENERAL OPERATIONS |
| PROVIDENCE HEBREW DAY SCHOOL | |||||||
| 450 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | 050271953 | 501(C)(3) | 45030 | AGENCY ENDOWMENT WITHDRAWLS |
| RHODE ISLAND JEWISH HISTORICAL ASSOCIATION | |||||||
| 130 SESSIONS STREET | PROVIDENCE | RI | 02906 | 056015436 | 501(C)(3) | 22600 | AGENCY ENDOWMENT WITHDRAWLS |
| TEMPLE BETH-EL | |||||||
| 70 ORCHARD AVENUE | PROVIDENCE | RI | 02906 | 050264805 | 501(C)(3) | 21700 | GENERAL OPERATIONS |
| TEMPLE EMANU-EL | |||||||
| 99 TAFT AVENUE | PROVIDENCE | RI | 02906 | 050259273 | 501(C)(3) | 45999 | GENERAL OPERATIONS |
| MIRIAM HOSPITAL FOUNDATION | |||||||
| BOX H ANNEX STATION | PROVIDENCE | RI | 02901 | 050377502 | 501(C)(3) | 14718 | GENERAL OPERATIONS |
| NEW ISRAEL FUND | |||||||
| PO BOX 96712 | WASHINGTON | DC | 20077 | 942607722 | 501(C)(3) | 5600 | GENERAL OPERATIONS |
| DARTMOUTH COLLEGE FUND | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | 020222111 | 501(C)(3) | 10000 | GENERAL OPERATIONS |
| JEWISH THEOLOGICAL SEMINARY OF AMERICA | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | 130887640 | 501(C)(3) | 5100 | GENERAL OPERATIONS |
| MOSES BROWN SCHOOL | |||||||
| 250 LLOYD AVENUE | PROVIDENCE | RI | 02906 | 050393999 | 501(C)(3) | 25000 | GENERAL OPERATIONS |
| NEW ENGLAND RABBINICAL COLLEGE | |||||||
| 262 BLACKSTONE BOULEVARD | PROVIDENCE | RI | 02906 | 050453955 | 501(C)(3) | 10000 | GENERAL OPERATIONS |
| THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC | |||||||
| 50 WEST 58TH ST | NEW YORK | NY | 10101 | 131656651 | 501(C)(3) | 8329 | GENERAL OPERATIONS |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| TUCK SCHOOL OF BUS 100 TUCK HALL | HANOVER | NH | 03755 | 020222111 | 501(C)(3) | 9150 | GENERAL OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 28 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIP | TypeOfGrant |
| Number Of Recipients | 27 | NumberOfRecipients |
| Amount Of Cash Grant | 50031 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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 U.S. 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 ANOTHER NONPROFIT ORGANIZATION. 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 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MINNA ELLISON | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 143174 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 25000 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 2175 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 7247 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 177596 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | THE OFFICER LISTED ON SCHEDULE J IS COMPENSATED BY A RELATED ORGANIZATION, THE JEWISH ALLIANCE OF GREATER RHODE ISLAND, A 501(C)(3) ORGANIZATION, THAT USES ALL OF THE METHODS LISTED IN PART 1 QUESTION 3 TO ESTABLISH THE COMPENSATION OF ITS CEO. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 145395 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG HIGH & LOW PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | QUESTION 32A. THE ORGANIZATION USES INDEPENDENT BROKERAGE FIRMS TO SELL THE PUBLICLY TRADED SECURITIES THAT IT RECEIVES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | AS 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 7A | THE JEWISH ALLIANCE OF GREATER RHODE ISLAND ELECTS THE MEMBERS OF THIS ORGANIZATION'S GOVERNING BODY. | |
| FORM 990, PART VI, SECTION A, LINE 7B | 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 B, LINE 11 | THE 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 12C | ANNUALLY, 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 C, LINE 19 | THE 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 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -2,653,152. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -256,575. MISCELLANEOUS INCOME - FASB 136 REVERSAL 40,152. INTEREST AND DIVIDEND - FASB 136 REVERSAL -102,444. REALIZED GAIN - FASB 136 REVERSAL -74,419. UNREALIZED GAIN - FASB 136 REVERSAL 262,599. GRANTS - FASB 136 REVERSAL -167,285. GIFTS - FASB 136 REVERSAL 171,748. INVESTMENT EXPENSES - FASB 136 REVERSAL 9,965. TOTAL TO FORM 990, PART XI, LINE 5: -2,769,411. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PAGE 12, PART XII, QUESTION 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 OF ITS BOARD. THIS COMMITTEE SELECTS THE AUDITORS, REVIEWS THE CONSOLIDATED FINANCIAL STATEMENTS AND ACTS UPON ANY FINDINGS OR RECOMMENDATIONS BROUGHT FORTH BY THE AUDITORS. | AUDITED CONSOLIDATED FINANCIAL STATEMENTS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH ALLIANCE OF GREATER RI | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 ELMGROVE AVE | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02906 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274127671 | EIN |
| Primary Activities | SUPPORT OF JEWISH AND OTHER CHARITABLE ORGANIZATIONS | PrimaryActivities |
| Legal Domicile State | RI | LegalDomicileState |
| Exempt Code Section | 501(C)3 | ExemptCodeSection |
| Public Charity Status | LINE 7 | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| JEWISH ALLIANCE OF GREATER RHODE ISLAND | ||
| B | 1754392 | COST |
| JEWISH ALLIANCE OF GREATER RHODE ISLAND | ||
| D | 2702471 | FAIR MARKET VALUE |
| JEWISH ALLIANCE OF GREATER RHODE ISLAND | ||
| N | 297502 | COST |
| JEWISH ALLIANCE OF GREATER RHODE ISLAND | ||
| O | 104612 | COST |
| JEWISH ALLIANCE OF GREATER RHODE ISLAND | ||
| E | 911768 | COST |