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Nonprofit · EIN 59-2053655

TAMPA-ORLANDO-PINELLAS JEWISH FOUNDATION INC

Also known as ATTN BRUCE SHANKER

Tax-exempt · TAMPA, FL 33634

Financials

$9.7M$6.7M2022$11.9M$10.5M2023$17.6M$9.7M2024
Revenue Expenses · by fiscal year end
Financials of TAMPA-ORLANDO-PINELLAS JEWISH FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$17,646,093$9,664,687$7,981,406$116,212,111$67,260,971$48,951,140
June 30, 2024990$11,891,908$10,521,348$1,370,560$86,675,405$46,567,048$40,108,357
June 30, 2023990$9,739,789$6,744,606$2,995,183$73,882,719$34,494,390$39,388,329
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$13,184,829
Program service revenue
$0
Investment income
$4,334,106
Net gain from sales of assets
$2,960,547
Other revenue
$127,158

Expenses

Grants and similar amounts paid
$7,991,088
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$32,000
Occupancy
$14,400
Travel
$7,822
Program services (functional)
$8,833,280
Management and general (functional)
$786,530
Fundraising (functional)
$44,877

Balance sheet and other

Total assets, start of year
$86,675,405
Total assets, end of year
$116,212,111
Total liabilities, end of year
$67,260,971
Net assets, end of year
$48,951,140
Publicly traded securities
$95,388,288
Net assets without donor restrictions
$30,270,888
Net assets with donor restrictions
$18,680,252
Gross receipts
$50,315,997
Employees
0
Volunteers
17
Year formed
1980
State of legal domicile
FL

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.

NameTitleHours / weekCompensationOther / benefits
ELLEN WEISSEXECUTIVE DIRECTOR
Officer
40$189,607$19,324
STEVE KLEINBOARD CHAIR
Trustee or director, Officer
0.5$0$0
ALAN SCHWARTZSECRETARY
Trustee or director, Officer
0.5$0$0
BONNIE WISETREASURER
Trustee or director, Officer
0.5$0$0
ADAM ABELSONVICE CHAIR INVESTMENTS
Trustee or director, Officer
0.5$0$0
MICHAEL SCHWARTZVICE CHAIR LEGAL
Trustee or director, Officer
0.5$0$0
ROCHELLE WALKIMMEDIATE PAST CHAIR
Trustee or director
0.5$0$0
MARK BENJAMINTRUSTEE
Trustee or director
0.5$0$0
ANDREW FEINBERGTRUSTEE
Trustee or director
0.5$0$0
MICHAEL FURMANTRUSTEE
Trustee or director
0.5$0$0
GARY GOULDTRUSTEE
Trustee or director
0.5$0$0
DANIEL HARRISTRUSTEE
Trustee or director
0.5$0$0
ED KLEIMANTRUSTEE
Trustee or director
0.5$0$0
DANIELLE KRISETRUSTEE
Trustee or director
0.5$0$0
HARVEY MACKLERTRUSTEE
Trustee or director
0.5$0$0
3 more people on this return
NameTitleHours / weekCompensation
ED MARKSTRUSTEE
Trustee or director
0.5$0
JOEL PITTELMANTRUSTEE
Trustee or director
0.5$0
MATTHEW ROSENTHALTRUSTEE
Trustee or director
0.5$0
990 for the year ended June 30, 2024: 18 people
NameTitleHours / weekCompensationOther / benefits
ELLEN WEISSEXECUTIVE DIRECTOR
Officer
40$159,920$17,203
STEVE KLEINBOARD CHAIR
Trustee or director, Officer
0.5$0$0
ALAN SCHWARTZSECRETARY
Trustee or director, Officer
0.5$0$0
BONNIE WISETREASURER
Trustee or director, Officer
0.5$0$0
ADAM ABELSONVICE CHAIR INVESTMENTS
Trustee or director, Officer
0.5$0$0
MICHAEL SCHWARTZVICE CHAIR LEGAL
Trustee or director, Officer
0.5$0$0
ANDREW FEINBERGTRUSTEE
Trustee or director
0.5$0$0
MICHAEL FURMANTRUSTEE
Trustee or director
0.5$0$0
GARY GOULDTRUSTEE
Trustee or director
0.5$0$0
DANIEL HARRISTRUSTEE
Trustee or director
0.5$0$0
ED KLEIMANTRUSTEE
Trustee or director
0.5$0$0
DANIELLE KRISETRUSTEE
Trustee or director
0.5$0$0
HARVEY MACKLERTRUSTEE
Trustee or director
0.5$0$0
ED MARKSTRUSTEE
Trustee or director
0.5$0$0
JOEL PITTELMANTRUSTEE
Trustee or director
0.5$0$0
MATTHEW ROSENTHALTRUSTEE
Trustee or director
0.5$0$0
ELIZABETH SEMBLERTRUSTEE
Trustee or director
0.5$0$0
ROCHELLE WALKTRUSTEE
Trustee or director
0.5$0$0
990 for the year ended June 30, 2023: 17 people
NameTitleHours / weekCompensationOther / benefits
ELLEN WEISSEXECUTIVE DIRECTOR
Officer
40$155,535$15,677
ROCHELLE WALKBOARD CHAIR
Trustee or director, Officer
0.5$0$0
ALAN SCHWARTZSECRETARY
Trustee or director, Officer
0.5$0$0
BONNIE WISETREASURER
Trustee or director, Officer
0.5$0$0
ADAM ABELSONVICE CHAIR INVESTMENTS
Trustee or director, Officer
0.5$0$0
MICHAEL SCHWARTZVICE CHAIR LEGAL
Trustee or director, Officer
0.5$0$0
ANDREW FEINBERGTRUSTEE
Trustee or director
0.5$0$0
KAREN FINETRUSTEE
Trustee or director
0.5$0$0
DAVID GEMUNDERTRUSTEE
Trustee or director
0.5$0$0
GARY GOULDTRUSTEE
Trustee or director
0.5$0$0
DANIEL HARRISTRUSTEE
Trustee or director
0.5$0$0
STEVE KLEINTRUSTEE
Trustee or director
0.5$0$0
DANIELLE KRISETRUSTEE
Trustee or director
0.5$0$0
ED MARKSTRUSTEE
Trustee or director
0.5$0$0
JOEL PITTELMANTRUSTEE
Trustee or director
0.5$0$0
MATTHEW ROSENTHALTRUSTEE
Trustee or director
0.5$0$0
ELIZABETH SEMBLERTRUSTEE
Trustee or director
0.5$0$0

Address and contacts

Address (IRS master file)
4343 ANCHOR PLAZA PKWY, TAMPA, FL 33634-7537
In care of
% EMILIE SOCASH
Principal officer (990 for 2024)
STEVE KLEIN, 13009 COMMUNITY CAMPUS DRIVE, TAMPA, FL 33625
Signed the 990
STEVE KLEIN, IMMEDIATE PAST BOARD CHAIR
Phone
(813) 961-9090
Return prepared by
RIVERO GORDIMER & COMPANY PA

Mission

TO SECURE THE FUTURE OF OUR COMMUNITY BY USING JEWISH-INSPIRED VALUES, INNOVATIVE PHILANTHROPY, AND EXTRAORDINARY SERVICE.

990 for the year ended June 30, 2025

Program accomplishments

  • FOUNDED IN 1980, TOP JEWISH FOUNDATION ADEPTLY MANAGES OVER 700 FUNDS FOR INDIVIDUALS, FAMILIES, AND ORGANIZATIONS WITH THE GOAL OF ENHANCING THE PHILANTHROPIC EXPERIENCE WHILE ENSURING OUR JEWISH FUTURE. WITH A VALUES-DRIVEN MODEL, WE CONTINUE TO GROW AND DEVELOP, NOW SERVING COMMUNITIES OUTSIDE OUR ORIGINAL CORE LOCALE.
    Expenses $8,833,280 · grants $7,991,088

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
59-2053655
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
1981
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$116,212,111
Income (IRS master file)
$50,315,997

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$17,646,093$9,664,687$116,212,111IRS
990June 2024$11,891,908$10,521,348$86,675,405XML
990June 2023$9,739,789$6,744,606$73,882,719XML
990June 2022$9,578,193$6,603,267$66,466,325IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 59-2053655).

Questions about TAMPA-ORLANDO-PINELLAS JEWISH FOUNDATION INC

What is the EIN of TAMPA-ORLANDO-PINELLAS JEWISH FOUNDATION INC?
The employer identification number (EIN) of TAMPA-ORLANDO-PINELLAS JEWISH FOUNDATION INC is 59-2053655.
Is TAMPA-ORLANDO-PINELLAS JEWISH FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
Are donations to TAMPA-ORLANDO-PINELLAS JEWISH FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does TAMPA-ORLANDO-PINELLAS JEWISH FOUNDATION INC 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 TAMPA-ORLANDO-PINELLAS JEWISH FOUNDATION INC 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 TAMPA-ORLANDO-PINELLAS JEWISH FOUNDATION INC 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 TAMPA-ORLANDO-PINELLAS JEWISH FOUNDATION INC?
The 990 for the year ended June 30, 2025 names STEVE KLEIN.
Who are the officers and directors of TAMPA-ORLANDO-PINELLAS JEWISH FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 18 people; 1 received compensation from the organization, the highest $189,607 (ELLEN WEISS, EXECUTIVE DIRECTOR).
How much revenue does TAMPA-ORLANDO-PINELLAS JEWISH FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $17,646,093, expenses of $9,664,687 and total assets of $116,212,111 at year end.

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