Totals
- Total revenue
- $4,919,862
- Total expenses
- $3,805,147
- Contributions and grants received
- $3,035,581
- Grants paid
- $2,878,715
- Program service revenue
- $0
- Investment income
- $1,470,347
- Other revenue
- $413,934
- Total assets, end of year
- $36,256,296
- Total liabilities, end of year
- $19,660,524
- Net assets or fund balances, end of year
- $16,595,772
- Program services expenses (Part IX)
- $3,242,363
- Management and general expenses
- $275,139
- Fundraising expenses
- $287,645
- Program service expenses (Part III)
- $3,242,363
Program services were 85.2% 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
$3,035,581
-
1g · Noncash contributions included above
$1,528,964
-
3 · Investment income
total $1,049,651 · excluded $1,049,651
-
7a · Gross sales of assets other than inventory
securities $7,200,495
-
7b · Less cost or other basis and sales expenses
securities $6,779,799
-
7c · Gain or loss
securities $420,696
-
7d · Net gain or loss
total $420,696 · excluded $420,696
-
11a · Other revenue: FEE INCOME
total $413,934 · related or exempt $413,934
-
11e · Other revenue, total
$413,934
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,878,715 · program services $2,878,715
-
5 · Compensation of officers, directors and key employees
total $210,000 · program services $21,000 · management and general $92,400 · fundraising $96,600
-
7 · Other salaries and wages
total $167,179 · program services $16,718 · management and general $73,559 · fundraising $76,902
-
8 · Pension plan contributions
total $8,730 · program services $873 · management and general $3,841 · fundraising $4,016
-
9 · Other employee benefits
total $33,029 · program services $3,303 · management and general $14,533 · fundraising $15,193
-
10 · Payroll taxes
total $29,268 · program services $2,927 · management and general $12,878 · fundraising $13,463
-
11c · Fees: accounting
total $49,711 · program services $4,971 · management and general $21,873 · fundraising $22,867
-
13 · Office expenses
total $26,671 · program services $2,667 · management and general $11,735 · fundraising $12,269
-
14 · Information technology
total $35,454 · program services $3,545 · management and general $15,600 · fundraising $16,309
-
16 · Occupancy
total $5,220 · program services $522 · management and general $2,297 · fundraising $2,401
-
22 · Depreciation, depletion and amortization
total $7,512 · program services $751 · management and general $3,305 · fundraising $3,456
-
23 · Insurance
total $4,523 · program services $452 · management and general $1,990 · fundraising $2,081
-
24a · Other expenses: Administrative Fees
total $301,116 · program services $301,116
-
24b · Other expenses: Meeting Expense
total $32,994 · program services $3,299 · management and general $14,518 · fundraising $15,177
-
24c · Other expenses: Marketing
total $11,876 · program services $1,188 · management and general $5,225 · fundraising $5,463
-
24d · Other expenses: Miscellaneous
total $3,149 · program services $316 · management and general $1,385 · fundraising $1,448
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,123,813 · end of year $90,993
-
4 · Accounts receivable
beginning of year $10,802 · end of year $2,024
-
9 · Prepaid expenses and deferred charges
beginning of year $7,978 · end of year $2,600
-
10a · Land, buildings and equipment: cost or other basis
$94,685
-
10b · Land, buildings and equipment: accumulated depreciation
$71,653
-
10c · Land, buildings and equipment, net
beginning of year $18,561 · end of year $23,032
-
11 · Investments: publicly traded securities
beginning of year $42,776,101 · end of year $35,575,408
-
12 · Investments: other securities
beginning of year $536,849 · end of year $562,239
-
15 · Other assets
beginning of year $33,324 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $97,590 · end of year $131,070
-
25 · Other liabilities
beginning of year $14,470,367 · end of year $19,529,454
-
27 · Net assets without donor restrictions
beginning of year $26,419,448 · end of year $3,952,566
-
28 · Net assets with donor restrictions
beginning of year $6,520,023 · end of year $12,643,206
Mission and programs · 2023
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 over $2,800,000 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 $3,242,363 · Grants $2,878,715
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jeffrey A Scharf
Immediate Chairman
- 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
-
Richard Looney
Assistant Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Eric M Shoenfeld
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dan Brandeis
CEO
- Total calculated
- $237,471
- From this org
- $231,415
- From related orgs
- $0
- Other
- $6,056
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $210,000
- Bonus
- $0
- Other
- $21,415
- Deferred
- $4,357
- Nontaxable benefits
- $1,699
- Filer's total
- $237,471
-
Amy Nisenson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Frances Goldman
Past Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Janet Dunn Gale
Director
- 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. 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
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
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
-
Jewish Community Federation of Richmond
$938,426
General
-
Richmond Wildlife Center
$400,000
General
-
Rudlin Torah Academy
$210,374
General
-
Temple Beth El
$171,875
General
-
Yeshiva of Virginia
$112,891
General
-
Blue Ridge Abortion Fund
$35,000
General
-
Virginia Holocaust Museum
$33,000
General
-
KIRVA Hospice
$32,500
General
-
Weinstein Jewish Community Center
$29,609
General
-
Jonah Scharf DAV
$25,000
General
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501289349300730
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.