2024-05-13T10:33:50-05:00 2023-06-30 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2022-07-01 821992641 JEWISH COMMUNITY ALLIANCE FOUNDATION INC JEWI 9047302100 8505 SAN JOSE BLVD JACKSONVILLE FL 32217 ROCHELLE STODDARD CHAIR 9047302100 2024-05-13 1 ROCHELLE STODDARD 999009999 0 HARRY E HARP CPA P00176471 4077405400 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROCHELLE STODDARD 8505 SAN JOSE BLVD JACKSONVILLE FL 32217 1157004 0 X N/A X 2016 FL TO SUPPORT & ASSIST VARIOUS ORGANIZATIONS TO MEET THE NEEDS OF THE JACKSONVILLE JEWISH COMMUNITY 11 11 0 13 0 0 1315000 123547 0 0 1010242 1033457 0 0 2325242 1157004 0 0 0 0 0 0 0 0 0 89688 99153 89688 99153 2235554 1057851 13202207 14471319 0 0 13202207 14471319 TO PROVIDE GOOD STEWARDSHIP OF RESOURCES, FUNDRAISING, AND INVESTMENTS TO ASSIST, SUPPORT, AND EXPAND THE VARIOUS PROGRAMS AND MEET THE UNIQUE NEEDS OF MEMBERS OF THE JACKSONVILLE JEWISH COMMUNITY, INCLUDING THE JEWISH COMMUNITY ALLIANCE. 0 0 WITH AN OBJECTIVE TO ASSIST AND SUPPORT THE ACTIVITIES, PROGRAMS, AND MEMBERS OF THE JEWISH COMMUNITY ALLIANCE THROUGH GOOD STEWARDSHIP OF RESOURCES, FUNDRAISING, AND INVESTMENT EARNINGS. THE FOUNDATION CONTINUED TO ACTIVELY MONITOR CONTRIBUTED INVESTMENTS FOR PRINCIPAL PROTECTION AND MAXIMIZATION OF INVESTMENT EARNINGS. 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MELISSA S MEYENBERG 9047302100 8505 SAN JOSE BOULEVARD JACKSONVILLE FL 32217 X ROCHELLE STODDARD CHAIR 1.00 X X 0 0 0 SAMUEL STROMBERG VICE CHAIR 1.00 X X 0 0 0 MARK KRAUS TREASURER 1.00 X X 0 0 0 PAM KORN SECRETARY 1.00 X X 0 0 0 ADAM FRISCH TRUSTEE 1.00 X 0 0 0 NATHAN GOLDMAN TRUSTEE 1.00 X 0 0 0 MARK KRAEMER TRUSTEE 1.00 X 0 0 0 JEFFREY PARKER TRUSTEE 1.00 X 0 0 0 JAMIE SHLETON TRUSTEE 1.00 X 0 0 0 LINDA STEIN TRUSTEE 1.00 X 0 0 0 BRENT TRAGER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 123547 123547 1029914 1029914 3543 0 3543 3543 3543 1157004 0 0 1033457 X 83294 83294 15500 15500 359 359 99153 0 99153 0 13202207 14471319 13202207 14471319 0 0 X 13107827 14339092 94380 132227 13202207 14471319 13202207 14471319 1057851 211261 0 X 0 0 0 X 11374988 92800 1315000 123547 12906335 11374988 92800 1315000 123547 12906335 12906335 484442 430571 1001420 1029914 2946347 15852682 0.81410 0.86960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 94380 28000 10531 684 132227 73180 35000 -13125 675 94380 62000 11786 606 73180 0 0 0 ACCRUED INTEREST 17007 F FIXED INCOME SECURITIES 1192753 F MONEY MARKET FUNDS 685832 F MUTUAL FUNDS - EQUITIES 8534048 F MUTUAL FUNDS - FIXED INCOME 3909452 F MUTUAL FUNDS - BALANCED (ENDOWMENT FUND) 132227 F 14471319 X PART V, LINE 4: DURING 2021, A FUND WAS ESTABLISHED AS AN ENDOWMENT, REFERRED TO AS THE BERMAN FAMILY ENDOWMENT, TO SUPPORT THE FOUNDATION'S CHARITABLE MISSION. THE ENDOWMENT PROVIDES FOR AN ANNUAL DISTRIBUTION NOT TO EXCEED 5% OF THE FUND'S THREE-YEAR AVERAGE VALUE ON JUNE 30TH OF EACH YEAR. DISTRIBUTIONS ARE TO COMMENCE ONCE THE ENDOWMENT FUND BALANCE REACHES $250,000. THE ENDOWMENT FUND IS APPROXIMATELY $132,000 AT JUNE 30, 2023, AND IS INVESTED AT THE CFNF. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THE JEWISH COMMUNITY ALLIANCE FOUNDATION, INC. TO BE A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC. ACCORDINGLY, INCOME EARNED IN FURTHERANCE OF THE FOUNDATION'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND, AS A RESULT, THESE FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES. 1 BRENT TRAGER ROCHELLE STODDARD AN OFFICERS AND/OR TRUSTEES OF BOTH THE RECEIVING AND DONATING ORGANIZATIONS 123547 THIS DONATION WAS RECEIVED TO FURTHER SUPPPORT THE FOUNDATION'S CHARITABLE MISSION 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PRESENTED TO THE GOVERNING BODY FOR REVIEW AND APPROVAL PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CHAIR OF THE BOARD OF DIRECTORS AND ACTING EXECUTIVE DIRECTOR REVIEW ALL CONTRACTS AND BUSINESS RELATIONSHIPS ON A SEMI-ANNUAL BASIS FOR ANY POTENTIAL CONFLICTS OF INTEREST. ANY CONFLICTS WOULD BE BROUGHT TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,500.