Form 990 for tax year 2023

Revenue

Part VIII, the statement of revenue.

• 1c · Fundraising events

  $36,500

• 1d · Related organizations

  $6,000

• 1f · All other contributions, gifts and grants

  $4,785,674

• 1g · Noncash contributions included above

  $1,738,109

• 3 · Investment income

  total $1,599,374 · excluded $1,599,374

• 7a · Gross sales of assets other than inventory

  securities $29,712,103

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

  securities $28,925,907

• 7c · Gain or loss

  securities $786,196

• 7d · Net gain or loss

  total $786,196 · excluded $786,196

• 8a · Fundraising events: gross income

  $18,075

• 8a · Fundraising events: contributions included on line 1c

  $36,500

• 8b · Fundraising events: direct expenses

  $43,688

• 8c · Net income from fundraising events

  total -$25,613 · excluded -$25,613

• 11a · Other revenue: ADMINISTRATIVE COST REIMBURSEMENT

  total $170,460 · related or exempt $170,460

• 11b · Other revenue: INSURANCE REIMBURSEMENT

  total $6,994 · related or exempt $6,994

• 11c · Other revenue: WOMEN'S EVENT

  total $1,740 · related or exempt $1,740

• 11e · Other revenue, total

  $179,194

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $5,148,142 · program services $5,148,142

• 5 · Compensation of officers, directors and key employees

  total $156,157 · program services $32,589 · management and general $72,114 · fundraising $51,454

• 7 · Other salaries and wages

  total $265,845 · program services $55,481 · management and general $122,768 · fundraising $87,596

• 8 · Pension plan contributions

  total $14,551 · program services $2,844 · management and general $6,630 · fundraising $5,077

• 9 · Other employee benefits

  total $34,123 · program services $11,021 · management and general $17,122 · fundraising $5,980

• 10 · Payroll taxes

  total $32,307 · program services $6,598 · management and general $14,822 · fundraising $10,887

• 11b · Fees: legal

  total $5,987 · management and general $5,987

• 11c · Fees: accounting

  total $43,082 · management and general $43,082

• 11f · Fees: investment management

  total $131,675 · management and general $131,675

• 11g · Fees: other

  total $103,532 · management and general $103,532

• 12 · Advertising and promotion

  total $6,196 · management and general $6,196

• 13 · Office expenses

  total $36,201 · program services $4,754 · management and general $6,947 · fundraising $24,500

• 16 · Occupancy

  total $58,557 · program services $14,639 · management and general $29,279 · fundraising $14,639

• 19 · Conferences, conventions and meetings

  total $14,130 · management and general $276 · fundraising $13,854

• 20 · Interest

  total $25 · management and general $25

• 22 · Depreciation, depletion and amortization

  total $3,268 · management and general $3,268

• 23 · Insurance

  total $28,980 · management and general $28,980

• 24a · Other expenses: EQUIPMENT REPAIRS

  total $27,646 · management and general $27,646

• 24b · Other expenses: ANNUITY PAYMENTS

  total $5,637 · management and general $5,637

• 24c · Other expenses: DUES/PUBLICATIONS

  total $2,368 · management and general $1,184 · fundraising $1,184

• 24d · Other expenses: MISCELLANEOUS EXPENSE

  total $2,242 · management and general $2,242

• 24e · All other expenses

  total $995 · management and general $120 · fundraising $875

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $139,967 · end of year $660,922

• 2 · Savings and temporary cash investments

  beginning of year $6,863,419 · end of year $4,740,239

• 3 · Pledges and grants receivable

  end of year $235,645

• 4 · Accounts receivable

  beginning of year $238,274 · end of year $208,459

• 9 · Prepaid expenses and deferred charges

  beginning of year $3,000 · end of year $29,696

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

  $8,589

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

  $5,470

• 10c · Land, buildings and equipment, net

  beginning of year $6,387 · end of year $3,119

• 12 · Investments: other securities

  beginning of year $74,626,136 · end of year $85,690,639

• 15 · Other assets

  beginning of year $3,160,908 · end of year $735,771

• 17 · Accounts payable and accrued expenses

  beginning of year $21,850 · end of year $29,556

• 18 · Grants payable

  beginning of year $1,658 · end of year $10,179

• 21 · Escrow or custodial account liability

  beginning of year $14,285,597 · end of year $15,537,899

• 25 · Other liabilities

  beginning of year $81,918 · end of year $85,049

• 27 · Net assets without donor restrictions

  beginning of year $13,105,275 · end of year $17,102,633

• 28 · Net assets with donor restrictions

  beginning of year $57,541,793 · end of year $59,539,174

The filer's explanations (Part III)

PART I, LINE 3:

ROBERT FRENCH IS A BOARD MEMBER OF THE ORGANIZATION AND ALSO THE CEO OF A RELATED ORGANIZATION, THE JEWISH FEDERATION OF GREATER NEW ORLEANS. ALL REPORTED COMPENSATION IS FROM THE RELATED ORGANIZATION AND NOT FROM THE JEWISH ENDOWMENT FOUNDATION.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

• CHARITABLE REMAINDER TRUSTS (2)

  T · INVESTMENT · LA