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Nonprofiteer
← RICHMOND JEWISH FOUNDATION

Form 990 for tax year 2022

Filed by RICHMOND JEWISH FOUNDATION.

Totals

Total revenue
$7,409,770
Total expenses
$3,394,580
Contributions and grants received
$4,521,477
Grants paid
$2,504,291
Program service revenue
$0
Investment income
$2,531,844
Other revenue
$356,449
Total assets, end of year
$47,507,428
Total liabilities, end of year
$14,567,957
Net assets or fund balances, end of year
$32,939,471
Program services expenses (Part IX)
$2,833,882
Management and general expenses
$274,119
Fundraising expenses
$286,579
Program service expenses (Part III)
$2,833,882

Program services were 83.5% 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

    $4,521,477

  • 1g · Noncash contributions included above

    $521,987

  • 3 · Investment income

    total $1,080,833 · excluded $1,080,833

  • 7a · Gross sales of assets other than inventory

    securities $12,715,329

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

    securities $11,264,318

  • 7c · Gain or loss

    securities $1,451,011

  • 7d · Net gain or loss

    total $1,451,011 · excluded $1,451,011

  • 11a · Other revenue: FEE INCOME

    total $356,449 · related or exempt $356,449

  • 11e · Other revenue, total

    $356,449

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,504,291 · program services $2,504,291

  • 5 · Compensation of officers, directors and key employees

    total $164,458 · program services $16,445 · management and general $72,362 · fundraising $75,651

  • 7 · Other salaries and wages

    total $192,507 · program services $19,251 · management and general $84,703 · fundraising $88,553

  • 9 · Other employee benefits

    total $18,398 · program services $1,840 · management and general $8,095 · fundraising $8,463

  • 10 · Payroll taxes

    total $21,204 · program services $2,120 · management and general $9,330 · fundraising $9,754

  • 11c · Fees: accounting

    total $5,548 · program services $555 · management and general $2,441 · fundraising $2,552

  • 13 · Office expenses

    total $35,161 · program services $3,514 · management and general $15,472 · fundraising $16,175

  • 14 · Information technology

    total $32,228 · program services $3,223 · management and general $14,180 · fundraising $14,825

  • 19 · Conferences, conventions and meetings

    total $16,266 · program services $1,627 · management and general $7,157 · fundraising $7,482

  • 22 · Depreciation, depletion and amortization

    total $4,834 · program services $483 · management and general $2,127 · fundraising $2,224

  • 23 · Insurance

    total $5,456 · program services $546 · management and general $2,400 · fundraising $2,510

  • 24a · Other expenses: Administrative Fees

    total $267,295 · program services $267,295

  • 24b · Other expenses: Recruiting

    total $79,311 · program services $7,931 · management and general $34,897 · fundraising $36,483

  • 24c · Other expenses: Temporary Labor

    total $23,807 · program services $2,381 · management and general $10,475 · fundraising $10,951

  • 24d · Other expenses: Marketing

    total $17,430 · program services $1,741 · management and general $7,670 · fundraising $8,019

  • 24e · All other expenses

    total $6,386 · program services $639 · management and general $2,810 · fundraising $2,937

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $81,657 · end of year $4,123,813

  • 4 · Accounts receivable

    beginning of year $20,420 · end of year $10,802

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,646 · end of year $7,978

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

    $82,702

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

    $64,141

  • 10c · Land, buildings and equipment, net

    beginning of year $5,886 · end of year $18,561

  • 11 · Investments: publicly traded securities

    beginning of year $44,329,471 · end of year $42,776,101

  • 12 · Investments: other securities

    beginning of year $537,266 · end of year $536,849

  • 15 · Other assets

    beginning of year $35,307 · end of year $33,324

  • 17 · Accounts payable and accrued expenses

    beginning of year $168,293 · end of year $97,590

  • 25 · Other liabilities

    beginning of year $16,029,431 · end of year $14,470,367

  • 27 · Net assets without donor restrictions

    beginning of year $22,298,906 · end of year $26,419,448

  • 28 · Net assets with donor restrictions

    beginning of year $6,520,023 · end of year $6,520,023

Mission and programs · 2022

Mission

The Richmond Jewish Foundation is a primary, trusted and expert resource for planned giving and endowments. We engage, educate and inspire generations of donors to create ongoing resources for charitable, religious, and educational needs. Our donors may choose legacies of Tzedakah and Tikkun Olam. We effectively steward philanthropic assets entrusted to our care.

  • Last year the Richmond Jewish Foundation awarded approximately $2,500,000 in grants and distributions. These crucial funds enhance the lives of people locally and around the world, addressing needs in such areas as education, health and human services, arts and culture, overseas relief, medical research and social action.

    Expenses $2,833,882 · Grants $2,504,291

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

Listed in Part VII

  • Jeffrey A Scharf

    Past Chair

    Total calculated
    $0
    Hours/week
    1
  • Ronald I Felmus

    Treasurer

    Total calculated
    $0
    Hours/week
    2
  • Jeffrey M Lacker

    Chairman

    Total calculated
    $0
    Hours/week
    4
  • Rosann Bocciarelli

    Assistant Secretary

    Total calculated
    $0
    Hours/week
    2
  • Ann B Macheras

    Director

    Total calculated
    $0
    Hours/week
    1
  • Beryl W Ball

    Director

    Total calculated
    $0
    Hours/week
    1
  • John A Weinberg

    Director

    Total calculated
    $0
    Hours/week
    1
  • Scott W Belleman

    Director

    Total calculated
    $0
    Hours/week
    1
  • Katie M Roeper

    Director

    Total calculated
    $0
    Hours/week
    1
  • Josh L Goldberg

    Director

    Total calculated
    $0
    Hours/week
    1
  • Wolf Joffe

    Director

    Total calculated
    $0
    Hours/week
    1
  • Kevin A Fine

    Director

    Total calculated
    $0
    Hours/week
    1
  • Howard S Golfine

    Director

    Total calculated
    $0
    Hours/week
    1
  • Jessica Samet

    Secretary

    Total calculated
    $0
    Hours/week
    2
  • Robert I Flax

    Director

    Total calculated
    $0
    Hours/week
    1
  • GD Rothenberg

    Director

    Total calculated
    $0
    Hours/week
    1
  • Dan Rosenthal

    Director

    Total calculated
    $0
    Hours/week
    1
  • Eric M Shoenfeld

    Director

    Total calculated
    $0
    Hours/week
    1
  • Dan Brandeis

    CEO

    Total calculated
    $86,658
    From this org
    $0
    From related orgs
    $80,500
    Other
    $6,158
    Hours/week
    50
  • Sandra Sisisky

    Director

    Total calculated
    $0
    Hours/week
    1
  • Richard Looney

    Assistant Treasurer

    Total calculated
    $0
    Hours/week
    1
  • Jesse M Feld

    Past President/CEO

    Total calculated
    $11,485
    From this org
    $0
    From related orgs
    $9,583
    Other
    $1,902
    Hours/week
    50
  • Ryan Ripperton

    Past Interim CEO

    Total calculated
    $74,375
    From this org
    $0
    From related orgs
    $74,375
    Other
    $0
    Hours/week
    50

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

  • Temple Beth El

    $658,156

    General

  • Jewish Community Federation of Richmond

    $609,036

    General

  • Beth Sholom Lifecare Campus

    $401,593

    General

  • Weinstein Jewish Community Center

    $128,300

    General

  • Jewish Family Services

    $91,715

    General

  • Virginia Holocaust Museum

    $81,863

    General

  • Congregation Beth Ahabah

    $73,673

    General

  • Rudlin Torah Academy

    $71,486

    General

  • American Jewish Joint Distribution Committee

    $41,151

    General

  • KIRVA Hospice

    $37,500

    General

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

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202411369349304731

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.