Skip to content
Nonprofiteer
← JFS FUND INC

Form 990 for tax year 2024

Filed by JFS FUND INC.

Totals

Total revenue
$1,626,296
Total expenses
$337,605
Contributions and grants received
$1,326,018
Grants paid
$286,499
Program service revenue
$0
Investment income
$300,278
Other revenue
$0
Total assets, end of year
$8,004,825
Total liabilities, end of year
$6,300
Net assets or fund balances, end of year
$7,998,525
Program services expenses (Part IX)
$286,499
Management and general expenses
$51,106
Fundraising expenses
$0
Program service expenses (Part III)
$286,499

Program services were 84.9% 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

    $1,326,018

  • 3 · Investment income

    total $226,027 · excluded $226,027

  • 7a · Gross sales of assets other than inventory

    securities $2,348,606

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

    securities $2,274,355

  • 7c · Gain or loss

    securities $74,251

  • 7d · Net gain or loss

    total $74,251 · excluded $74,251

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $286,499 · program services $286,499

  • 11c · Fees: accounting

    total $6,300 · management and general $6,300

  • 11f · Fees: investment management

    total $44,531 · management and general $44,531

  • 24a · Other expenses: STATE CHARITIES FEE

    total $275 · management and general $275

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $80,637 · end of year $138,862

  • 3 · Pledges and grants receivable

    beginning of year $293,476 · end of year $196,117

  • 11 · Investments: publicly traded securities

    beginning of year $5,869,912 · end of year $7,092,892

  • 15 · Other assets

    beginning of year $149,558 · end of year $576,954

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,300 · end of year $6,300

  • 27 · Net assets without donor restrictions

    beginning of year $3,995,698 · end of year $5,310,646

  • 28 · Net assets with donor restrictions

    beginning of year $2,391,585 · end of year $2,687,879

Mission and programs · 2024

Mission

TO PROVIDE FUNDING FOR CERTAIN SOCIAL SERVICE PROGRAMS, AS DETERMINED BY ITS BOARD OF DIRECTORS, FOR WHICH PRIVATE FUNDING IS BECOMING SCARCE.

  • FUNDING FOR ELDERLY SERVICES AND OTHER COMMUNITY SUPPORT PROGRAMS AS NEEDED

    Expenses $286,499 · Grants $286,499

As filed on the 2024 return.

Listed in Part VII

  • JOEL CAPLAN

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • BARRY GOFF

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SAMUEL GOLDSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MITCHELL GURWICZ

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • DARREN MATIK

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MELISSA ROSENBLUM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARLA ROSENTHOL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW SIMPSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RICHARD WISE

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

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.

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
2024
Filed
9 October 2025
IRS schema version
2024v5.0
Source object
202523179349302512

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.