Form 990 for tax year 2022
Filed by JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA.
Totals
- Total revenue
- $1,106,723
- Total expenses
- $1,037,519
- Contributions and grants received
- $317,895
- Grants paid
- $720,786
- Program service revenue
- $0
- Investment income
- $788,828
- Other revenue
- $0
- Total assets, end of year
- $18,113,059
- Total liabilities, end of year
- $1,655
- Net assets or fund balances, end of year
- $18,111,404
- Program services expenses (Part IX)
- $784,672
- Management and general expenses
- $217,701
- Fundraising expenses
- $35,146
- Program service expenses (Part III)
- $784,672
Program services were 75.6% 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
$317,895
-
1g · Noncash contributions included above
$147,567
-
3 · Investment income
total $431,567 · excluded $431,567
-
7a · Gross sales of assets other than inventory
securities $16,882,858
-
7b · Less cost or other basis and sales expenses
securities $16,525,597
-
7c · Gain or loss
securities $357,261
-
7d · Net gain or loss
total $357,261 · excluded $357,261
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $720,786 · program services $720,786
-
7 · Other salaries and wages
total $4,629 · management and general $4,629
-
8 · Pension plan contributions
total $64 · management and general $64
-
10 · Payroll taxes
total $354 · management and general $354
-
11f · Fees: investment management
total $15,256 · management and general $15,256
-
11g · Fees: other
total $3,840 · management and general $3,840
-
12 · Advertising and promotion
total $609 · management and general $609
-
16 · Occupancy
total $57,967 · program services $57,967
-
21 · Payments to affiliates
total $187,769 · management and general $187,769
-
23 · Insurance
total $40,167 · management and general $5,079 · fundraising $35,088
-
24a · Other expenses: DUES & SUBSCRIPTIONS
total $5,000 · program services $5,000
-
24b · Other expenses: MEETING & EVENTS
total $125 · program services $125
-
24e · All other expenses
total $953 · program services $794 · management and general $101 · fundraising $58
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $59,000 · end of year $47,735
-
2 · Savings and temporary cash investments
beginning of year $1,693,908 · end of year $1,784,328
-
9 · Prepaid expenses and deferred charges
beginning of year $4,019 · end of year $4,392
-
11 · Investments: publicly traded securities
beginning of year $15,135,069 · end of year $12,748,971
-
12 · Investments: other securities
beginning of year $3,957,059 · end of year $3,310,662
-
15 · Other assets
beginning of year $0 · end of year $216,971
-
17 · Accounts payable and accrued expenses
beginning of year $474 · end of year $655
-
18 · Grants payable
beginning of year $0 · end of year $1,000
-
27 · Net assets without donor restrictions
beginning of year $20,848,581 · end of year $18,111,404
Mission and programs · 2022
Mission
THE MISSION OF THE JEWISH ENDOWMENT FOUNDATION OF GREATER CHARLESTON IS TO SUPPORT CHARITABLE CAUSES INCLUDING THE CULTIVATION OF JEWISH CULTURE AND EDUCATION AS WELL AS THE ENHANCEMENT OF JEWISH PHILANTHROPY IN THE COMMUNITY.
Activities or mission (Part I)
THE JEWISH ENDOWMENT FOUNDATION OF GREATER CHARLESTON SUPPORTS JEWISH AND OTHER CHARITABLE CAUSES PRIMARILY IN THE CHARLESTON COMMUNITY.
-
GRANTMAKING - THROUGH A STRATEGIC PROCESS AND OVERSIGHT BY A BOARD OF TRUSTEES, JEF GRANTS HELP SUSTAIN, BUILD AND SECURE SOUTH CAROLINA'S JEWISH INSTITUTIONS AND AGENCIES. THE GRANT REQUESTS RANGE FROM OPERATIONAL SUPPORT TO NEW PROGRAMMATIC INITIATIVES. THE SUPPORT PROVIDED BY JEF THROUGH THESE GRANTS IMPACT THOUSANDS OF JEWISH LIVES AND THE BROADER COMMUNITY EVERY YEAR AND ENSURES A VIBRANT JEWISH FUTURE ACROSS THE STATE.IN 2022, THE JEWISH ENDOWMENT FOUNDATION DISBURSED 134 GRANTS AND SCHOLARSHIPS TOTALING $720,786. THESE GRANTS WERE DISTRIBUTED AS FOLLOWS: 36 GRANTS TOTALING $209,360 IN SUPPORT OF RELIGIOUS AND OTHER PHILANTHROPIC EFFORTS, 58 GRANTS TOTALING $427,799 SUPPORTING VARIOUS EDUCATIONAL PURSUITS, 28 GRANTS TOTALING $62,839 SUPPORTING HUMAN NEEDS, 8 GRANTS TOTALING $17,388 SUPPORTING HEALTH INITIATIVES, 1 GRANT FOR $200 IN SUPPORT OF SOCIAL JUSTICE INITIATIVES, AND 3 GRANTS TOTALING $3,200 IN SUPPORT OF THE ARTS.
Expenses $720,786 · Grants $720,786
-
TEMPLE SINAI - IN 2016, A RELATED PARTY OF THE FOUNDATION ASSUMED OWNERSHIP OF THE TEMPLE SINAI SYNAGOGUE BUILDING AND THE ASSOCIATED CEMETERY IN ORDER TO PRESERVE AND PROTECT THIS CORNERSTONE OF JEWISH HISTORY AND LEGACY IN SUMTER COUNTY. WHILE THE SYNAGOGUE CURRENTLY REMAINS ACTIVE UNDER INDEPENDENT MANAGEMENT, THE FOUNDATION PROVIDES FOR THE UPKEEP OF THE BUILDING AND GROUNDS. ON JUNE 2, 2018, THIS HISTORICAL LANDMARK WAS CONVERTED TO THE TEMPLE SINAI JEWISH HISTORY CENTER (SUMTER COUNTY MUSEUM) AND IS OPEN TO THE PUBLIC ON THURSDAYS AND FRIDAYS, 1:00PM TO 4:00PM, AND SATURDAYS, 10:00AM TO 1:00PM.
Expenses $63,886
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mike MillsMIKE MILLS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ben ChaseBEN CHASE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steven GoldbergSTEVEN GOLDBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Richard StarRICHARD STAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Edward KronsbergEDWARD KRONSBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jan LipovJAN LIPOV
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ellis RegenbogenELLIS REGENBOGEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Phyllis MartinPHYLLIS MARTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Terry FisherTERRY FISHER
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jane LitzJANE LITZ
CFO
- Total calculated
- $215,800
- From this org
- $0
- From related orgs
- $189,508
- Other
- $26,292
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $189,508 related
- Bonus
- $0
- Other
- $0
- Deferred
- $9,111
- Nontaxable benefits
- $17,181
- Filer's total
- $26,292 + $189,508 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
-
$149,541
EDUCATION
-
RELIGION
-
$64,438
EDUCATION
-
SYNAGOGUE EMANU-EL
$53,362
RELIGION
-
EDUCATION
-
EDUCATION
-
HUMAN NEEDS
-
$26,778
RELIGION
-
$25,000
EDUCATION
-
$24,400
HUMAN NEEDS
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.
-
COASTAL COMMUNITY FOUNDATION OF SC INC
501(C)(3) · FOSTERING PHILANTHROPY · SC
-
501(C)(3) · FOSTERING JEWISH CULTURE · SC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2023
- IRS schema version
- 2022v5.0
- Source object
- 202341359349300639
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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