Skip to content
Nonprofiteer
← JEWISH FAMILY SERVICES SUPPORTING FOUNDATION

Form 990 for tax year 2023

Filed by JEWISH FAMILY SERVICES SUPPORTING FOUNDATION.

Totals

Total revenue
$362,847
Total expenses
$370,256
Contributions and grants received
$124,173
Grants paid
$360,006
Program service revenue
$0
Investment income
$238,674
Other revenue
$0
Total assets, end of year
$6,263,213
Total liabilities, end of year
$1,315,677
Net assets or fund balances, end of year
$4,947,536
Program services expenses (Part IX)
$370,256
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$370,256

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $124,173

  • 3 · Investment income

    total $225,087 · excluded $225,087

  • 7a · Gross sales of assets other than inventory

    securities $1,080,434

  • 7b · Less cost or other basis and sales expenses

    securities $1,066,847

  • 7c · Gain or loss

    securities $13,587

  • 7d · Net gain or loss

    total $13,587 · excluded $13,587

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $360,006 · program services $360,006

  • 11c · Fees: accounting

    total $10,250 · program services $10,250

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $184,096 · end of year $633,183

  • 7 · Other notes and loans receivable

    beginning of year $419,934 · end of year $463,248

  • 11 · Investments: publicly traded securities

    beginning of year $4,856,152 · end of year $5,110,549

  • 12 · Investments: other securities

    beginning of year $55,324 · end of year $56,233

  • 25 · Other liabilities

    beginning of year $919,750 · end of year $1,315,677

  • 27 · Net assets without donor restrictions

    beginning of year $1,946,782 · end of year $1,950,245

  • 28 · Net assets with donor restrictions

    beginning of year $2,648,974 · end of year $2,997,291

Mission and programs · 2023

Mission

The Foundation's purpose is to manage investments on behalf of Jewish Family Services, Inc. and support the purpose of Jewish Family Services, Inc.

  • Activities to support Jewish Family Services, Inc.

    Expenses $370,256 · Grants $360,006

As filed on the 2023 return.

Listed in Part VII

  • Richard Birnbaum

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Scott Belleman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Arlene Wiener

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Neil Kessler

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Benita Felmus

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jerry Samford

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mike Eisenman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Ludvig William Shirley

    CFO

    Total calculated
    $123,133
    From this org
    $0
    From related orgs
    $111,833
    Other
    $11,300
    Hours/week
    1 + 40 related

  • Wendy Kreuter

    CEO

    Total calculated
    $247,674
    From this org
    $0
    From related orgs
    $228,720
    Other
    $18,954
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $228,720 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,149 related
    Nontaxable benefits
    $0 + $9,805 related
    Filer's total
    $0 + $247,674 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 1b
No expenses are reimbursed by the Foundation

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202521339349308767

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.