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Nonprofiteer
← JEWISH FOUNDATION OF GREENSBORO

Form 990 for tax year 2022

Filed by JEWISH FOUNDATION OF GREENSBORO.

Totals

Total revenue
$5,231,497
Total expenses
$5,748,924
Contributions and grants received
$3,860,398
Grants paid
$4,662,779
Program service revenue
$537,062
Investment income
$808,665
Other revenue
$25,372
Total assets, end of year
$86,442,876
Total liabilities, end of year
$44,185,330
Net assets or fund balances, end of year
$42,257,546
Program services expenses (Part IX)
$5,699,068
Management and general expenses
$49,856
Fundraising expenses
$0
Program service expenses (Part III)
$5,699,068

Program services were 99.1% 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

    $3,860,398

  • 2a · Program service revenue: MANAGEMENT FEE INCOME

    total $537,062 · related or exempt $537,062

  • 3 · Investment income

    total $829,932 · excluded $829,932

  • 7a · Gross sales of assets other than inventory

    securities $19,276

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

    securities $40,543

  • 7c · Gain or loss

    securities -$21,267

  • 7d · Net gain or loss

    total -$21,267 · related or exempt -$21,267

  • 11a · Other revenue: OTHER INCOME

    total $25,372 · related or exempt $25,372

  • 11e · Other revenue, total

    $25,372

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,662,779 · program services $4,662,779

  • 5 · Compensation of officers, directors and key employees

    total $19,186 · program services $17,629 · management and general $1,557

  • 7 · Other salaries and wages

    total $432,152 · program services $397,079 · management and general $35,073

  • 9 · Other employee benefits

    total $38,890 · program services $35,497 · management and general $3,393

  • 10 · Payroll taxes

    total $33,687 · program services $31,070 · management and general $2,617

  • 12 · Advertising and promotion

    total $13,686 · program services $13,160 · management and general $526

  • 13 · Office expenses

    total $5,218 · program services $4,956 · management and general $262

  • 14 · Information technology

    total $45,082 · program services $43,880 · management and general $1,202

  • 16 · Occupancy

    total $9,144 · program services $9,144

  • 19 · Conferences, conventions and meetings

    total $7,831 · program services $7,049 · management and general $782

  • 22 · Depreciation, depletion and amortization

    total $6,473 · program services $6,473

  • 23 · Insurance

    total $6,683 · program services $6,365 · management and general $318

  • 24a · Other expenses: MANAGEMENT FEES

    total $336,088 · program services $336,088

  • 24b · Other expenses: ADMINISTRATIVE FEES

    total $45,793 · program services $45,793

  • 24c · Other expenses: DONOR DEVELOPMENT

    total $34,893 · program services $34,893

  • 24d · Other expenses: OTHER EXPENSE

    total $20,482 · program services $20,189 · management and general $293

  • 24e · All other expenses

    total $30,857 · program services $27,024 · management and general $3,833

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $566,266

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

    $53,937

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

    $46,513

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $7,424

  • 11 · Investments: publicly traded securities

    end of year $41,030,008

  • 15 · Other assets

    beginning of year $0 · end of year $44,839,178

  • 17 · Accounts payable and accrued expenses

    end of year $71,446

  • 25 · Other liabilities

    beginning of year $0 · end of year $44,113,884

  • 27 · Net assets without donor restrictions

    end of year $31,554,414

  • 28 · Net assets with donor restrictions

    end of year $10,703,132

Mission and programs · 2022

Mission

GUIDED BY JEWISH VALUES OF TZEDAKAH (JUSTICE), TIKKUN OLAM (HEALING THE WORLD), AND KLAL YISRAEL (JEWISH PEOPLEHOOD), THE MISSION OF THE FOUNDATION IS TO PROVIDE CONTINUITY OF FINANCIAL SUPPORT TO JEWISH INSTITUTIONS AND PROGRAMS, AS WELL AS COMMUNITY ORGANIZATIONS THROUGH THE ENCOURAGEMENT OF JEWISH PHILANTHROPY, THE CREATION AND GROWTH OF ENDOWMENT FUNDS FOR INSTITUTIONS AND PROGRAMS, THE PROVISION OF FLEXIBLE SERVICES THAT AID DONORS IN ACHIEVING A BROAD RANGE OF CHARITABLE PURPOSES, AND THE SUPPORT OF HUMANITARIAN, EDUCATIONAL, SOCIAL SERVICE, HEALTH, ENVIRONMENTAL, ARTS AND CULTURAL PROGRAMS

Activities or mission (Part I)

GUIDED BY JEWISH VALUES OF TZEDAKAH (JUSTICE), TIKKUN OLAM (HEALING THE WORLD), AND KLAL YISRAEL (JEWISH PEOPLEHOOD), THE MISSION OF THE FOUNDATION IS TO PROVIDE CONTINUITY OF FINANCIAL SUPPORT TO JEWISH INSTITUTIONS AND PROGRAMS, AS WELL AS COMMUNITY ORGANIZATIONS THROUGH THE ENCOURAGEMENT OF JEWISH PHILANTHROPY, THE CREATION AND GROWTH OF ENDOWMENT FUNDS FOR INSTITUTIONS AND PROGRAMS, THE PROVISION OF FLEXIBLE SERVICES THAT AID DONORS IN ACHIEVING A BROAD RANGE OF CHARITABLE PURPOSES, AND THE SUPPORT OF HUMANITARIAN, EDUCATIONAL, SOCIAL SERVICE, HEALTH, ENVIRONMENTAL, ARTS AND CULTURAL PROGRAMS.

  • THE JEWISH FOUNDATION OF GREENSBORO (JFG) WAS ESTABLISHED TO CREATE PERMANENT ENDOWMENTS TO ENSURE THE VIABILITY OF JEWISH COMMUNITY LIFE AND EDUCATION FOR FUTURE GENERATIONS. JFG IS A RESOURCE OFFERING ONGOING EDUCATIONAL PROGRAMS AND PROVIDING ADVICE AND ASSISTANCE FOR DONORS TO GIVE STRATEGICALLY. JFG PROVIDES DONORS WITH THE ABILITY TO ESTABLISH LEGACY ENDOWMENTS WHICH CAN BENEFIT ORGANIZATIONS THAT ARE IMPORTANT TO THEM. GIFTS TO JFG CAN BE MADE OUTRIGHT DURING THE DONOR'S LIFETIME OR THROUGH ONE OF THE PLANNED GIVING VEHICLES. GIFTS CAN BE MADE WITH CASH OR APPRECIATED ASSETS; CHARITABLE BEQUESTS; RETIREMENT PLANS ASSETS; INSURANCE PROGRAMS; AND REAL ESTATE TRANSFERS. DONORS CAN ESTABLISH DONOR ADVISED FUNDS THAT JFG WILL ADMINISTER, DISTRIBUTE, AND STEWARD ON A DONOR'S BEHALF.

    Expenses $5,699,068 · Grants $4,662,779 · Revenue $541,167

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sam Cone

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ron Milstein

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Howie Mezer

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Raffi Simel

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Tom Sloan

    INVESTMENT COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Gary Simmons

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Freddy Robinson

    DONOR & AFFILIATE RELATIONS CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jeri D'Lugin

    MARKETING CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Joyce Shuman

    STEWARDSHIP CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Cathy Levinson

    CAJL CHAIR

    Total calculated
    $0
    Hours/week
    1

  • John Cohen

    PRESIDENT, GREENSBORO JEWISH FEDERATION

    Total calculated
    $0
    Hours/week
    1

  • Frank Brenner

    BUDGET, FINANCE, AND ADMINISTRATIVE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Randall Kaplan

    GOVERNANCE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Keith Rosen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Erica Weissburg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mike Berkelhammer Zl

    DEVLOPMENT CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Susan Gutterman

    ENDOWMENT DIRECTOR

    Total calculated
    $162,482
    From this org
    $0
    From related orgs
    $149,932
    Other
    $12,550
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $149,932 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $12,550 related
    Filer's total
    $0 + $162,482 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

None.

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

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

The 10 largest by cash amount. The API serves every itemized grant.

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
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202441359349303784

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

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