Skip to content
Nonprofiteer
← COMMUNITY FOUNDATION CHARITABLE REAL ESTATE FUND

Form 990 for tax year 2024

Filed by COMMUNITY FOUNDATION CHARITABLE REAL ESTATE FUND.

Totals

Total revenue
$3,125,075
Total expenses
$3,251,372
Contributions and grants received
$2,750,000
Grants paid
$3,251,372
Program service revenue
$0
Investment income
$481,372
Other revenue
-$106,297
Total assets, end of year
$5,042,778
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$5,042,778
Program services expenses (Part IX)
$3,251,372
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$3,251,372

Program services were 100.0% 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

    $2,750,000

  • 1g · Noncash contributions included above

    $2,750,000

  • 3 · Investment income

    total $495,000 · excluded $495,000

  • 7a · Gross sales of assets other than inventory

    securities $2,750,000

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

    securities $2,763,628

  • 7c · Gain or loss

    securities -$13,628

  • 7d · Net gain or loss

    total -$13,628 · related or exempt -$13,628

  • 11a · Other revenue: ADMINISTRATIVE FEES

    total $20,000 · excluded $20,000

  • 11b · Other revenue: K-1 PASSTHROUGH

    total -$126,297 · unrelated business -$126,297

  • 11e · Other revenue, total

    -$106,297

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,251,372 · program services $3,251,372

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,769 · end of year $2,768

  • 2 · Savings and temporary cash investments

    beginning of year $2 · end of year $3

  • 4 · Accounts receivable

    beginning of year $1 · end of year $1

  • 12 · Investments: other securities

    beginning of year $5,040,006 · end of year $5,040,006

  • 27 · Net assets without donor restrictions

    beginning of year $5,042,778 · end of year $5,042,778

Mission and programs · 2024

Mission

TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO.

  • DISTRIBUTION OF CONTRIBUTIONS TO RELIGIOUS, CHARITABLE AND EDUCATIONAL ORGANIZATIONS.

    Expenses $3,251,372 · Grants $3,251,372

As filed on the 2024 return.

Listed in Part VII

  • JEREMY PEARL

    VICE PRESIDENT

    Total calculated
    $479,040
    From this org
    $0
    From related orgs
    $388,134
    Other
    $90,906
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,134 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $66,370 related
    Nontaxable benefits
    $0 + $24,536 related
    Filer's total
    $0 + $479,040 related

  • ELI LANDAU

    CFO

    Total calculated
    $283,285
    From this org
    $0
    From related orgs
    $236,858
    Other
    $46,427
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,858 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $26,729 related
    Nontaxable benefits
    $0 + $19,698 related
    Filer's total
    $0 + $283,285 related

  • PAUL DATNOW

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • LAWRENCE SHERMAN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • DAVID MANDELBAUM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EMILY EINHORN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JERRY GUMPEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK GLEIBERMAN

    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

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

The filer's explanations (Part III)

PART I, LINE 3
THE HUMAN RESOURCES COMMITTEE OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO EVALUATES AND APPROVES EXECUTIVE COMPENSATION ANNUALLY. THE EVALUATION INCLUDES THE REVIEW OF COMPARABILITY DATA PROVIDED BY INDEPENDENT SOURCES. A WRITTEN EMPLOYMENT CONTRACT GOVERNS CEO COMPENSATION AND OTHER TERMS OF EMPLOYMENT. THE CONTRACT IS REVIEWED BY OUTSIDE COUNSEL AND APPROVED BY THE BOARD OF DIRECTORS.

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

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • JCF HOLDINGS LLC

    REAL ESTATE HOLDING COMPANY · CA · income $495,000 · assets $1

    Directly controlled by COMMUNITY FOUNDATION CHARITABLE REAL ESTATE FUND

  • JCF RADY SCHOOL OF MANAGEMENT HOLDINGS LLC

    REAL ESTATE HOLDING COMPANY · CA · income $0 · assets $4

    Directly controlled by COMMUNITY FOUNDATION CHARITABLE REAL ESTATE FUND

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • BMG I LLC

    INVESTMENT · INVESTMENT · CA · 99% owned

    Directly controlled by COMMUNITY FOUNDATION CHARITABLE REAL ESTATE FUND

Provenance

Return type
form_990
Tax year
2024
Filed
13 May 2026
IRS schema version
2024v5.5
Source object
202601349349310885

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.