Nonprofit · EIN 54-1623966
RICHMOND JEWISH FOUNDATION
Tax-exempt · RICHMOND, VA 23230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,704,337 | $4,090,217 | $2,614,120 | $60,770,925 | $21,289,354 | $39,481,571 |
| June 30, 2024 | 990 (amended) | $4,919,862 | $3,805,147 | $1,114,715 | $55,785,750 | $19,660,524 | $36,125,226 |
| June 30, 2023 | 990 | $7,409,770 | $3,394,580 | $4,015,190 | $47,507,428 | $14,567,957 | $32,939,471 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,188,921
- Program service revenue
- $0
- Investment income
- $3,059,933
- Net gain from sales of assets
- $1,574,373
- Other revenue
- $455,483
Expenses
- Grants and similar amounts paid
- $3,105,404
- Compensation of officers, directors and key employees
- $235,068
- Other salaries and wages
- $118,031
- Salaries, compensation and benefits (total)
- $389,011
- Professional fundraising fees
- $0
- Accounting fees
- $127,728
- Occupancy
- $38,698
- Depreciation
- $8,284
- Program services (functional)
- $3,488,733
- Management and general (functional)
- $359,342
- Fundraising (functional)
- $242,142
Balance sheet and other
- Total assets, start of year
- $55,785,750
- Total assets, end of year
- $60,770,925
- Total liabilities, end of year
- $21,289,354
- Net assets, end of year
- $39,481,571
- Land, buildings and equipment
- $20,444
- Publicly traded securities
- $59,927,447
- Net assets without donor restrictions
- $17,930,985
- Net assets with donor restrictions
- $21,550,586
- Gross receipts
- $17,694,598
- Employees
- 4
- Volunteers
- 31
- Year formed
- 1992
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Dan Brandeis | CEO Trustee or director, Officer | 50 | $241,040 | $8,942 |
| Ronald I Felmus | Chair Trustee or director, Officer | 4 | $0 | $0 |
| Eric M Shoenfeld | Treasurer Trustee or director, Officer | 4 | $0 | $0 |
| Rick Looney | Assistant Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Jessica Samet | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Rosann Bocciarelli | Assistant Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Jeffrey M Lacker | Immediate Past Chair Trustee or director, Officer | 1 | $0 | $0 |
| Jeffrey A Scharf | Past Chair Trustee or director, Officer | 1 | $0 | $0 |
| Scott W Belleman | Director Trustee or director | 1 | $0 | $0 |
| Kevin A Fine | Director Trustee or director | 1 | $0 | $0 |
| Robert I Flax | Director Trustee or director | 1 | $0 | $0 |
| Janet Dunn Gale | Director Trustee or director | 1 | $0 | $0 |
| Josh L Goldberg | Director Trustee or director | 1 | $0 | $0 |
| Howard S Golfine | Director Trustee or director | 1 | $0 | $0 |
| Jefffrey Levin | Director Trustee or director | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sarah Arenstein Levy | Director Trustee or director | 1 | $0 |
| Lee Krumbein | Director Trustee or director | 1 | $0 |
| Ann B Macheras | Director Trustee or director | 1 | $0 |
| Amy Nisenson | Director Trustee or director | 1 | $0 |
| Katie M Roeper | Director Trustee or director | 1 | $0 |
| GD Rothenberg | Director Trustee or director | 1 | $0 |
| John A Weinberg | Director Trustee or director | 1 | $0 |
| Daniel Staffenberg | Ex-Officio Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Dan Brandeis | CEO Trustee or director, Officer | 50 | $231,415 | $6,056 |
| Jeffrey A Scharf | Immediate Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Ronald I Felmus | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Jeffrey M Lacker | Chairman Trustee or director, Officer | 4 | $0 | $0 |
| Rosann Bocciarelli | Assistant Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Ann B Macheras | Director Trustee or director | 1 | $0 | $0 |
| Beryl W Ball | Director Trustee or director | 1 | $0 | $0 |
| John A Weinberg | Director Trustee or director | 1 | $0 | $0 |
| Scott W Belleman | Director Trustee or director | 1 | $0 | $0 |
| Katie M Roeper | Director Trustee or director | 1 | $0 | $0 |
| Josh L Goldberg | Director Trustee or director | 1 | $0 | $0 |
| Wolf Joffe | Director Trustee or director | 1 | $0 | $0 |
| Kevin A Fine | Director Trustee or director | 1 | $0 | $0 |
| Howard S Golfine | Director Trustee or director | 1 | $0 | $0 |
| Jessica Samet | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Robert I Flax | Director Trustee or director | 1 | $0 | $0 |
| GD Rothenberg | Director Trustee or director | 1 | $0 | $0 |
| Richard Looney | Assistant Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Eric M Shoenfeld | Director Trustee or director | 1 | $0 | $0 |
| Amy Nisenson | Director Trustee or director | 1 | $0 | $0 |
| Frances Goldman | Past Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Janet Dunn Gale | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Dan Brandeis | CEO Trustee or director, Officer | 50 | $0 | $80,500 | $6,158 |
| Ryan Ripperton | Past Interim CEO Officer | 50 | $0 | $74,375 | $0 |
| Jesse M Feld | Past President/CEO Trustee or director, Officer | 50 | $0 | $9,583 | $1,902 |
| Jeffrey A Scharf | Past Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Ronald I Felmus | Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Jeffrey M Lacker | Chairman Trustee or director, Officer | 4 | $0 | $0 | $0 |
| Rosann Bocciarelli | Assistant Secretary Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Ann B Macheras | Director Trustee or director | 1 | $0 | $0 | $0 |
| Beryl W Ball | Director Trustee or director | 1 | $0 | $0 | $0 |
| John A Weinberg | Director Trustee or director | 1 | $0 | $0 | $0 |
| Scott W Belleman | Director Trustee or director | 1 | $0 | $0 | $0 |
| Katie M Roeper | Director Trustee or director | 1 | $0 | $0 | $0 |
| Josh L Goldberg | Director Trustee or director | 1 | $0 | $0 | $0 |
| Wolf Joffe | Director Trustee or director | 1 | $0 | $0 | $0 |
| Kevin A Fine | Director Trustee or director | 1 | $0 | $0 | $0 |
| Howard S Golfine | Director Trustee or director | 1 | $0 | $0 | $0 |
| Jessica Samet | Secretary Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Robert I Flax | Director Trustee or director | 1 | $0 | $0 | $0 |
| GD Rothenberg | Director Trustee or director | 1 | $0 | $0 | $0 |
| Dan Rosenthal | Director Trustee or director | 1 | $0 | $0 | $0 |
| Eric M Shoenfeld | Director Trustee or director | 1 | $0 | $0 | $0 |
| Sandra Sisisky | Director Trustee or director | 1 | $0 | $0 | $0 |
| Richard Looney | Assistant Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5540 FALMOUTH ST STE 201, RICHMOND, VA 23230-1800
- In care of
- % ROBERT S HYMAN
- Principal officer (990 for 2024)
- Daniel Brandeis, 5540 Falmouth St 201, Richmond, VA 23230
- Signed the 990
- Daniel Brandeis, CEO
- Phone
- (804) 545-8628
- Website
- www.rjfoundation.org
- Return prepared by
- Pilc & Moseley LLC
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.
Program accomplishments
- Last year the Richmond Jewish Foundation awarded over $3,100,000 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 $3,488,733 · grants $3,105,404
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 54-1623966
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $60,770,925
- Income (IRS master file)
- $17,694,598
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,704,337 | $4,090,217 | $60,770,925 | IRS |
| 990 | June 2024 | $4,919,862 | $3,805,147 | $55,785,750 | XML |
| 990 | June 2023 | $7,409,770 | $3,394,580 | $47,507,428 | XML |
| 990 | June 2022 | $4,369,013 | $5,660,336 | $45,016,653 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-1623966).
Questions about RICHMOND JEWISH FOUNDATION
- What is the EIN of RICHMOND JEWISH FOUNDATION?
- The employer identification number (EIN) of RICHMOND JEWISH FOUNDATION is 54-1623966.
- Is RICHMOND JEWISH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to RICHMOND JEWISH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does RICHMOND JEWISH FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of RICHMOND JEWISH FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RICHMOND JEWISH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of RICHMOND JEWISH FOUNDATION?
- The 990 for the year ended June 30, 2025 names Daniel Brandeis.
- Who are the officers and directors of RICHMOND JEWISH FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 23 people; 1 received compensation from the organization, the highest $241,040 (Dan Brandeis, CEO).
- How much revenue does RICHMOND JEWISH FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,704,337, expenses of $4,090,217 and total assets of $60,770,925 at year end.
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