2024-11-15T15:05:19-05:00 2023-12-31 061648707 FIONDELLA MILONE & LASARACINA LLP 350 BEDFORD ST 2ND FLOOR STAMFORD CT 06901 990 2023-01-01 060646689 THE JEWISH COMMUNITY FOUNDATION INC JEWI 2032268197 4200 PARK AVENUE SUITE 300 BRIDGEPORT CT 06604 SHELLEY KREIGER CEO 2032268197 2024-11-13 true true OWEN W BREGMAN P00163780 8606573651 2024-11-13 2023 2024-10-15 13:58:12Z DAVID COHEN 299 BISHOP AVE BRIDGEPORT CT 06610 21413 false X X 1995 CT SERVE AS A FUND DEVELOPMENT VEHICLE AND INVESTMENT MANAGER FOR THE FEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD COUNTY AND OTHER JEWISH AGENCIES. 12 12 0 11 0 13545 50 0 -6171 21363 0 7374 21413 23700 114503 0 0 0 0 33329 23222 57029 137725 -49655 -116312 6310766 6309304 4881105 4423355 1429661 1885949 X THE JEWISH COMMUNITY FOUNDATION IS ESTABLISHED TO SERVE AS A FUND DEVELOPMENT VEHICLE, DEPOSITORY, AND INVESTMENT AND FINANCIAL SERVICES MANAGER FOR TAX-EXEMPT ORGANIZATIONS SERVING THE JEWISH COMMUNITY OF UPPER FAIRFIELD COUNTY, THE FEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD COUNTY (THE "FEDERATION"), AND OTHER AGENCIES OF UPPER FAIRFIELD COUNTY (THE"COMMUNITY). THE PRINCIPAL PURPOSES OF THE FOUNDATION ARE TO PROVIDE A MEANS OF ACCEPTING GIFTS, BEQUESTS, DEVISES AND OTHER FORMS OF ENDOWMENT DONATIONS ON BEHALF OF THE COMMUNITY; TO INVEST, REINVEST, AND OTHERWISE MANAGE AND ADMINISTER ITS ASSETS; AND TO PROVIDE FINANCIAL ASSISTANCE CONSISTENT WITH THE MISSION OF THE FJP, OTHER CHARITABLE ORGANIZATIONS OF THE COMMUNITY, THE LONG-TERM NEED OF THE COMMUNITY, THE INTENT OF THE DONOR, AND (WHEN APPLICABLE) THE DISCRETION OF THE BOARD OF DIRECTORS OF HE FOUNDATION. false false 114503 114503 THE FOUNDATION INVESTS ITS ENDOWMENT FUNDS AND DISTRIBUTES THE INCOME TO AGENCIES BASED UPON THE DONOR'S ADVICE OR BY BOARD POLICY. 114503 true false false false false true false false true true false false false false true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 false 0 false false false false false false false true true false false false false false X 12 12 false false false false false false false true true false false true false false false false false false X SHELLEY KREIGER 2032268197 10 PINE CREEK AVE 3W FAIRFIELD CT 06824 X JON AUGUST BOARD MEMBER X X 0 0 0 ROB BERKOWITZ BOARD MEMBER X 0 0 0 DAVID COHEN CEO/PRESIDEN X X 0 0 0 JUDA EPSTEIN BOARD MEMBER X 0 0 0 ARTHUR FINKLE BOARD MEMBER X 0 0 0 SHELLEY KREIGER CEO X X 0 0 0 KEITH LENDER BOARD MEMBER X 0 0 0 CECILIA MESH BOARD MEMBER X 0 0 0 HAL ROSNICK BOARD MEMBER X 0 0 0 JEFF SIEGEL CHAIRMAN X X 0 0 0 JAMES SUGARMAN BOARD MEMBER X 0 0 0 DAVID VINE BOARD MEMBER X 0 0 0 false false false 50 50 21363 21363 21413 21363 114503 114503 9100 9100 14122 14122 137725 114503 23222 0 23159 2494 2494 56321 78018 6228792 6228792 6310766 6309304 25672 23501 4855433 4298972 100882 4881105 4423355 X 484722 941010 944939 944939 1429661 1885949 6310766 6309304 -116312 572600 X false true X true false X 890 13545 50 14485 890 13545 50 14485 14485 171597 153670 180103 17218 21363 543951 558436 0.02590 0.02480 X SUPPLEMENTAL INFORMATION THE JEWISH COMMUNITY FOUNDATION HAS AN INVESTMENT PORTFOLIO THAT PRODUCED UNREALIZED GAINS IN 2023. PUBLIC SUPPORT IS CONSIDERED TO BE THE FOUNDATION'S MAIN SOURCE OF INCOME. false false false true X 944939 944939 944939 944939 944939 944939 944939 944939 944939 944939 1.00000 false false CASH OVERDRAFT 100882 100882 21413 21413 21413 137725 137725 137725 SCHEDULE D, PAGE 2, PART IV, LINE 2B THE FOUNDATION SERVES AS A FUND DEVELOPMENT VEHICLE AND INVESTMENT MANAGER FOR THE FEDERATION FOR JEWISH PHILATHROPY OF UPPER FAIRFIELD COUNTY (FJP) AND OTHER JEWISH AGENCIES, PRIMARILY IN THE GREATER BRIDGEPORT AREA. THE PRINCIPAL MISSION OF THE FOUNDATION IS TO PROVIDE A MEANS FOR ACCEPTING GIFTS, BEQUESTS, DEVISES AND OTHER FORMS OF PERMANENTLY AND TEMPORARILY RESTRICTED CONTRIBUTIONS ON BEHALF OF FJP AND OTHER AGENCIES AND PROGRAMS; TO INVEST, AND OTHERWISE MANAGE AND ADMINISTER THESE ASSETS; AND TO PROVIDE FINANCIAL ASSISTANE TO FJP AND OTHER AGENCIES. SCHEDULE D, PAGE 2, PART V, LINE 4 THE NET EARNINGS OF THE ENDOWMENT FUNDS ARE USED TO MAKE ALLOCATIONS TO AGENCIES. FORM 990 - ORGANIZATION'S MISSION THE JEWISH COMMUNITY FOUNDATION IS ESTABLISHED TO SERVE AS A FUND DEVELOPMENT VEHICLE, DEPOSITORY, AND INVESTMENT AND FINANCIAL SERVICES MANAGER FOR TAX-EXEMPT ORGANIZATIONS SERVING THE JEWISH COMMUNITY OF UPPER FAIRFIELD COUNTY, THE FEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD COUNTY (THE "FEDERATION"), AND OTHER AGENCIES OF UPPER FAIRFIELD COUNTY (THE"COMMUNITY). THE PRINCIPAL PURPOSES OF THE FOUNDATION ARE TO PROVIDE A MEANS OF ACCEPTING GIFTS, BEQUESTS, DEVISES AND OTHER FORMS OF ENDOWMENT DONATIONS ON BEHALF OF THE COMMUNITY; TO INVEST, REINVEST, AND OTHERWISE MANAGE AND ADMINISTER ITS ASSETS; AND TO PROVIDE FINANCIAL ASSISTANCE CONSISTENT WITH THE MISSION OF THE FJP, OTHER CHARITABLE ORGANIZATIONS OF THE COMMUNITY, THE LONG-TERM NEED OF THE COMMUNITY, THE INTENT OF THE DONOR, AND (WHEN APPLICABLE) THE DISCRETION OF THE BOARD OF DIRECTORS OF HE FOUNDATION. FORM 990, PAGE 6, PART VI, LINE 11B REVIEWED BY THE CHAIRMAN AND BOARD MEMBERS BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 19 THE FORM 990 AND OTHER DOCUMENTS ARE AVAILABLE AT THE AGENCY'S OFFICE TO ANY PERSON MAKING A REQUEST.