Form 990 for tax year 2024

Revenue

Part VIII, the statement of revenue.

• 1d · Related organizations

  $64,439

• 1f · All other contributions, gifts and grants

  $1,188,746,747

• 1g · Noncash contributions included above

  $405,598,653

• 3 · Investment income

  total $48,232,388 · excluded $48,232,388

• 6a · Gross rents

  real property $24,036

• 6b · Less rental expenses

  real property $0

• 6c · Rental income or loss

  real property $24,036

• 6d · Net rental income or loss

  total $24,036 · excluded $24,036

• 7a · Gross sales of assets other than inventory

  securities $16,211,863,478

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

  securities $16,111,254,786

• 7c · Gain or loss

  securities $100,608,692

• 7d · Net gain or loss

  total $100,608,692 · excluded $100,608,692

• 11a · Other revenue: K-1 PASS-THROUGH LOSS

  total -$647,467 · unrelated business -$647,467

• 11e · Other revenue, total

  -$647,467

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $926,758,246 · program services $926,758,246

• 3 · Grants to foreign organizations and individuals

  total $96,647,950 · program services $96,647,950

• 5 · Compensation of officers, directors and key employees

  total $1,632,673 · program services $465,180 · management and general $1,033,616 · fundraising $133,877

• 7 · Other salaries and wages

  total $2,224,817 · program services $461,140 · management and general $1,001,255 · fundraising $762,422

• 8 · Pension plan contributions

  total $182,286 · program services $38,718 · management and general $99,145 · fundraising $44,423

• 9 · Other employee benefits

  total $605,066 · program services $128,516 · management and general $329,095 · fundraising $147,455

• 10 · Payroll taxes

  total $413,090 · program services $87,740 · management and general $224,680 · fundraising $100,670

• 11b · Fees: legal

  total $478,058 · management and general $478,058

• 11c · Fees: accounting

  total $205,277 · management and general $205,277

• 11f · Fees: investment management

  total $7,080,415 · management and general $7,080,415

• 11g · Fees: other

  total $408,938 · management and general $408,938

• 12 · Advertising and promotion

  total $481,252 · fundraising $481,252

• 13 · Office expenses

  total $91,835 · program services $26,816 · management and general $42,428 · fundraising $22,591

• 14 · Information technology

  total $479,026 · management and general $479,026

• 16 · Occupancy

  total $632,251 · program services $184,617 · management and general $292,100 · fundraising $155,534

• 19 · Conferences, conventions and meetings

  total $140,499 · program services $19,195 · management and general $30,371 · fundraising $90,933

• 22 · Depreciation, depletion and amortization

  total $121,306 · program services $35,421 · management and general $56,043 · fundraising $29,842

• 23 · Insurance

  total $125,450 · program services $36,631 · management and general $57,958 · fundraising $30,861

• 24a · Other expenses: BANKING AND CREDIT CARD

  total $282,908 · management and general $282,908

• 24b · Other expenses: MISCELLANEOUS EXPENSES

  total $227,438 · program services $16,705 · management and general $176,158 · fundraising $34,575

• 24c · Other expenses: FEDERAL AND STATE TAXES

  total $121,791 · management and general $121,791

Balance sheet

Part X, book values.

• 2 · Savings and temporary cash investments

  beginning of year $55,771,747 · end of year $131,537,006

• 10a · Land, buildings and equipment: cost or other basis

  $357,119

• 10b · Land, buildings and equipment: accumulated depreciation

  $357,119

• 10c · Land, buildings and equipment, net

  beginning of year $0 · end of year $0

• 11 · Investments: publicly traded securities

  beginning of year $2,237,910,851 · end of year $2,579,518,537

• 12 · Investments: other securities

  beginning of year $646,329,125 · end of year $757,451,352

• 15 · Other assets

  beginning of year $12,640,381 · end of year $83,899,675

• 17 · Accounts payable and accrued expenses

  beginning of year $1,094,894 · end of year $1,745,245

• 25 · Other liabilities

  beginning of year $54,102,785 · end of year $113,904,390

• 27 · Net assets without donor restrictions

  beginning of year $2,897,454,425 · end of year $3,436,756,935

The filer's explanations (Part III)

PART I, LINE 4B

THIS IS A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FOR THE EXECUTIVE VICE PRESIDENT/CEO AND THE SENIOR VICE PRESIDENT/COO. CONTRIBUTIONS TO THE PLAN MADE BY JCF DURING THE CALENDAR YEAR 2024 TOTALED $46,000.

PART I, LINE 7

THE COMPENSATION COMMITTEE, EXECUTIVE COMMITTEE AND BOARD OF TRUSTEES APPROVED NONFIXED PAYMENTS FOR SEVERAL EMPLOYEES DURING CALENDAR YEAR 2024.

PART II, LINE 9

AMOUNTS IN LINE 9 REPRESENT A FORMER EMPLOYEES 2024 W-2 SALARY AND BONUS FOR CALENDAR YEAR 2024 FROM THE PERIOD OF 1/1-3/29/24.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

• JEWISH COMMUNAL FUND HOLDINGS LLC

  HOLDING COMPANY · DE · income $629,230 · assets $4,846,221

  Directly controlled by JCF

• JEWISH COMMUNAL FUND CW HOLDINGS LLC

  HOLDING COMPANY · DE · income $58,787,764 · assets $71,051,764

  Directly controlled by JCF

• JCF REFLEB HOLDINGS LLC

  HOLDING COMPANY · DE · income $743,433 · assets $13,480,797

  Directly controlled by JCF

• JCF BULL HILL LLC

  HOLDING COMPANY · DE · income $7,050,000 · assets $7,050,000

  Directly controlled by JCF