2014-02-15T11:23:57-06:00 2013-06-30 592817757 BURKE & COMPANY CPA'S PA 711 W FLETCHER AVE STE A TAMPA FL 33612 990 2012-07-01 592053655 TAMPA ORLANDO PINELLAS JEWISH FOUNDATION INC TAMP 8139619090 13009 COMMUNITY CAMPUS DRIVE TAMPA FL 336254000 Debby Gendzier 8139619090 2014-02-18 1 John W Burke CPA P00849087 8139641499 2012 2015-11-30 17:44:51Z TOP JEWISH FOUNDATION INC Debby Gendzier 13009 Community Campus Dr Tampa FL 33625 6870819 0 X topjewishfoundation.org X 1980 FL To facilitate and promote tzedakah and tikkun olam; to grow charitable giving, currently and permanently; to encourage development of a permanent base of support for Jewish community institutions and programs; & to effectively administer philanthropic assets entrusted to its care. 22 22 2 22 0 0 3392880 5195803 0 0 2119006 1675016 0 0 5511886 6870819 4372846 5983092 0 0 111468 41653 0 0 22461 123160 400648 4607474 6425393 904412 445426 33445566 35199348 33316418 35092645 129148 106703 X To facilitate and promote tzedakah and tikkun olam; to grow charitable giving, currently and permanently; to encourage development of a permanent base of support for Jewish community institutions and programs; & to effectively administer philanthropic assets entrusted to its care. 0 0 6199289 5983092 1675016 Donations and bequests received for the purpose of investing and distributing the principal/income for charitable or educational purposes. 6199289 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 3 0 2 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 22 22 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 1 0 FL X Emillie Socash 8139619090 13009 COMMUNITY CAMPUS DRIVE TAMPA FL 33625 X See Attached statement 0.00 X 0 0 0 0 0 0 0 0 0 0 0 206598 4989205 1608280 5195803 1013286 1013286 661730 0 661730 661730 661730 6870819 1675016 0 0 5983092 5983092 32880 23016 9864 6258 4380 1878 2515 1761 754 95986 95986 807 565 242 15000 15000 22461 22461 29497 20648 8849 7800 5460 2340 6694 4686 2008 Investment fees 107932 75552 32380 Investment bank/bank fe 105303 73712 31591 Printing and meeting 3897 2728 1169 Telephone 2462 1723 739 2809 1966 843 6425393 6199289 203643 22461 377880 1086628 2715507 1477172 54700 54700 0 0 29728964 31785013 28080 0 580896 840553 14239 9982 33445566 35199348 2000 33316418 35090645 33316418 35092645 X 127358 104904 1790 1799 129148 106703 33445566 35199348 X 445426 -467872 X 0 1 X 1 0 X 7833957 4194331 2183794 3392880 5195804 22800766 7833957 4194331 2183794 3392880 5195804 22800766 22800766 865352 736179 618611 511214 1013286 3744642 26545408 0.85890 0.86030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 225 1337051 2772214 13064667 1 1 12794042 597061 1107447 1206662 -39267 120042 13211113 13592896 242495 -281022 621461 21392 117474 12794042 12041636 292341 2192430 769471 41905 122135 13592896 0.02190 0.83620 0.14190 0 0 43455 43455 0 11245 11245 0 0 ASSETS HELD FOR BENEFIT OF OTHERS 35090645 35090645 206621 16 16 206605 6664215 6664215 6870820 229066 0 229066 239495 5956832 6196327 6425393 Description of Intended Use of Endowment Funds: Part V, Line 4: Endowment funds are used to support specific organizations, specific field of interest or to endow annual giving to Jewish Federations. Part XI, Line 4b - Other Adjustments: Funds held for the benefit of others - Contributions Funds held for the benefit of others - Interest and dividend Funds held for the benefit of others - Gains on security sales Part XII, Line 4b - Other Adjustments: Funds held for the benefit of others - Grants 0 Tampa JCCFederation 13009 Community Campus Drive Tampa FL 33625 000000000 501(c)(3) 1025419 See Note Below Congregation Ohev Shalom 613 Concourse Pkwy South Maitland FL 32751 000000000 501(c)(3) 415244 See Note Below Berkeley Preparatory School Inc 4811 Kelly Road Tampa FL 33615 000000000 501(c)(3) 352706 See Note Below Jewish Federation of Greater Orlando 851 North Maitland Avenue Maitland FL 32751 000000000 501(c)(3) 325471 See Note Below Jewish Federation of Pinellas County 13191 Starkey Road Suit 8 Largo FL 33773 000000000 501(c)(3) 201797 See Note Below Jewish Academy of Orlando 851 North Maitland Avenue Maitland FL 32751 000000000 501(c)(3) 196204 See Note Below H Lee Moffitt Cancer Center & Research Institute Foundation Inc PO Box 23827 Tampa FL 336233827 000000000 501(c)(3) 139325 See Note Below Congregation Kol Ami 3919 Moran Road Tampa FL 33618 000000000 501(c)(3) 132559 See Note Below Jewish Community Center of Greater Orlando 851 N Maitland Avenue Maitland FL 32751 000000000 501(c)(3) 115242 See Note Below Temple Beth El 400 Pasadena Avenue South St Petersburg FL 33707 000000000 501(c)(3) 109012 See Note Below American Enterprise Institute For Public Policy Research 1150 17th Street NW Washington DC 20036 000000000 501(c)(3) 100000 See Note Below University of Texas Foundation Inc MD Anderson Cancer Center PO Box 301439 Houston TX 772301439 000000000 501(c)(3) 100000 See Note Below Congregation Schaarai Zedek 3303 W Swann Avenue Tampa FL 336094699 000000000 501(c)(3) 84837 See Note Below Jewish Family Services of Greater Orlando 2100 Lee Road Winter Park FL 32789 000000000 501(c)(3) 63371 See Note Below Holocaust Memorial Resource and Education Center 851 North Maitland Avenue Maitland FL 32751 000000000 501(c)(3) 63269 See Note Below Florida Orchestra Inc 244 2nd Ave N Suite420 St Petersburg FL 33701 000000000 501(c)(3) 60850 See Note Below Congregation B'nai Israel 300 58th St No St Petersburg FL 33710 000000000 501(c)(3) 55949 See Note Below Jewish Pavilion of Central Florida Inc PO Box 160056 Altamonte Springs FL 327160056 000000000 501(c)(3) 55505 See Note Below Metzad Congregation 1371 So Beverly Glen Blvd 206 Los Angeles CA 90024 000000000 501(c)(3) 52000 See Note Below Tampabay Job Links Inc 4100 West Kennedy Blvd Ste 206 Tampa FL 33609 000000000 501(c)(3) 45917 See Note Below United Way of Tampa Bay 5201 West Kennedy Blvd Suite 600 Tampa FL 33609 000000000 501(c)(3) 27915 See Note Below Congregation Rodeph Sholom 2713 Bayshore Boulevard Tampa FL 33629 000000000 501(c)(3) 27728 See Note Below Planned Parenthood of Greater Orlando 726 S Tampa Avenue Orlando FL 32805 000000000 501(c)(3) 27450 See Note Below Temple Israel 50 South Moss Rd Winter Springs FL 327083002 000000000 501(c)(3) 25666 See Note Below 2012 Tampa Bay Host Committee Inc 101 East Kennedy Blvd Ste 3300 Tampa FL 33602 000000000 501(c)(3) 25000 See Note Below American Hebrew Academy Inc 4334 Hobbs Road Greensboro NC 27410 000000000 501(c)(3) 25000 See Note Below Hillel School of Tampa Inc 2020 West Fletcher Avenue Tampa FL 336121821 000000000 501(c)(3) 24628 See Note Below Tampa Preparatory School Inc 727 West Cass Street Tampa FL 336061105 000000000 501(c)(3) 23500 See Note Below Shorecrest Preparatory School 5101 First Street Northeast St Petersburg FL 33703 000000000 501(c)(3) 22850 See Note Below Menorah Manor Foundation 255 59th Street North St Petersburg FL 33710 000000000 501(c)(3) 22516 See Note Below Kinneret Council on Aging 515 S Delaney Ave Orlando FL 32801 000000000 501(c)(3) 21705 See Note Below Jewish National Fund 1951 NW 19th St suite A100 Boca Raton FL 33431 000000000 501(c)(3) 20350 See Note Below Florida Holocaust Museum 55 5th Street South St Petersburg FL 33701 000000000 501(c)(3) 19517 See Note Below Gulf Coast Jewish Family Services Inc 14041 Icot Boulevard Clearwater FL 33760 000000000 501(c)(3) 18823 See Note Below Congregation Beth Shalom 1325 South Belcher Road Clearwater FL 33764 000000000 501(c)(3) 15230 See Note Below Jewish National Fund 4625 East Bay Drive Suite 308 Clearwater FL 33764 000000000 501(c)(3) 15155 See Note Below Performing Arts Center Foundation Inc 1111 McMullen Booth Road Clearwater FL 33759 000000000 501(c)(3) 15000 See Note Below Temple B'nai Israel 1685 South Belcher Road Clearwater FL 33764 000000000 501(c)(3) 14244 See Note Below Great Explorations Inc 1925 Fourth Street N St Petersburg FL 33704 000000000 501(c)(3) 13462 See Note Below Tampa Bay Performing Arts Center PO Box 518 Tampa FL 33601 000000000 501(c)(3) 13200 See Note Below Congregation of Reform Judaism Inc 928 Malone Drive Orlando FL 32810 000000000 501(c)(3) 13080 See Note Below Tampa Museum of Art 120 W Gasparilla Plaza Tampa FL 33602 000000000 501(c)(3) 12500 See Note Below University of South Florida Foundation 4202 E Fowler Ave ALC 100 Tampa FL 33620 000000000 501(c)(3) 11150 See Note Below Chabad of Coral Springs 3925 North University Drive Coral Springs FL 33065 000000000 501(c)(3) 11000 See Note Below Hillel The Foundation for Jewish Campus Life PO Box 290756 Tampa FL 336870756 000000000 501(c)(3) 10658 See Note Below Drug Free America Foundation Inc 5999 Central Avenue Suite 301 St Petersburg FL 33710 000000000 501(c)(3) 10600 See Note Below Tampa Jewish Family Services 13009 Community Campus Drive Tampa FL 33625 000000000 501(c)(3) 10582 See Note Below Museum of Science and Industry Inc 4801 E Fowler Avenue Tampa FL 336172099 000000000 501(c)(3) 10250 See Note Below Academy Prep Center of Tampa Inc 1407 E Columbus Drive Tampa FL 33605 000000000 501(c)(3) 10100 See Note Below All Children's Hospital Foundation Inc 801 Sixth Street North St Petersburg FL 337318920 000000000 501(c)(3) 10000 See Note Below Alzheimers Disease and Related Disorders Association 225 N Michigan Ave 17th Floor Chicago IL 60601 000000000 501(c)(3) 10000 See Note Below Champions Fund Inc 1320 Forestedge Blvd Oldsmar FL 34677 000000000 501(c)(3) 10000 See Note Below FSU Foundation 225 University Center Tallahassee FL 323062660 000000000 501(c)(3) 10000 See Note Below Temple Israel of Daytona Beach 1400 South Peninsula Drive Daytona Beach FL 32118 000000000 501(c)(3) 10000 See Note Below Union for Reform Judaism 1580 Spalding Drive Atlanta GA 30350 000000000 501(c)(3) 10000 See Note Below University of Florida Foundation Inc PO Box 13796 Gainesville FL 32604 000000000 501(c)(3) 10000 See Note Below Young Israel Of Tampa Inc 13207 N 52nd Street Tampa FL 33617 000000000 501(c)(3) 10000 See Note Below Morton Plant Mease Foundation 1200 Druid Road South Clearwater FL 33756 000000000 501(c)(3) 8121 See Note Below Gesher 10701 SW 25th Avenue Portland OR 97219 000000000 501(c)(3) 8000 See Note Below Jewish Theological Seminary 7251 W Palmetto Park Rd Ste 208 Boca Raton FL 33433 000000000 501(c)(3) 8000 See Note Below FreeFall Theatre Inc 6099 Central Avenue St Petersburg FL 33710 000000000 501(c)(3) 7702 See Note Below Central Florida Hillel 3925 Lockwood Blvd Suite 2001 Oviedo FL 32765 000000000 501(c)(3) 7477 See Note Below Temple Ahavat Shalom 1575 Curlew Road Palm Harbor FL 34683 000000000 501(c)(3) 7425 See Note Below Congregation Ahavas Israel 708 Lake Howell Road Maitland FL 32751 000000000 501(c)(3) 6500 See Note Below Salvador Dali Museum Inc One Dali Boulevard St Petersburg FL 33701 000000000 501(c)(3) 6150 See Note Below Congregation Har Shalom 11510 Falls Rd Potomac MD 208543120 000000000 501(c)(3) 6100 See Note Below Community Foundation of Tampa Bay Inc 550 North Reo Street Suite 301 Tampa FL 33609 000000000 501(c)(3) 6000 See Note Below Foundation for Orange County Public Schools Inc 445 West Amelia Street Ste 901 Orlando FL 32801 000000000 501(c)(3) 6000 See Note Below Seminole Boosters Inc PO Box 1353 Tallahassee FL 323021353 000000000 501(c)(3) 6000 See Note Below American Jewish Joint Distribution Committee 711 3rd Ave 10th Floor New York NY 10017 000000000 501(c)(3) 5901 See Note Below Chabad Lubovitch of Tampa Bay 14908 Pennington Road Tampa FL 33624 000000000 501(c)(3) 5500 See Note Below Hillel the Foundation for Jewish Campus Life 2020 W University Avenue Gainesville FL 32603 000000000 501(c)(3) 5500 See Note Below Jewish United Fund of Metropolitan Chicago 30 South Wells St Room 3134 Chicago IL 606065056 000000000 501(c)(3) 5200 See Note Below American Friends of Lubavitch 2110 Leroy Place NW Washington DC 20008 000000000 501(c)(3) 5000 See Note Below Chabad Hebrew Academy Inc 1500 North State Road 7 Margate FL 33063 000000000 501(c)(3) 5000 See Note Below Chabad Jewish Center 4010 Park Street North St Petersburg FL 337094034 000000000 501(c)(3) 5000 See Note Below Foundation for the Defense of Democracies 1726 M St NW Suite 700 Washington DC 20036 000000000 501(c)(3) 5000 See Note Below Hadassah the Womens Zionist Organization of America Inc 50 West 58th Street New York NY 100192500 000000000 501(c)(3) 5000 See Note Below Holocaust Documentation & Education Centre Inc 2031 Harrison Street Hollywood FL 33020 000000000 501(c)(3) 5000 See Note Below Hudson Institute Inc 1015 15th St NW Sixth Floor Washington DC 20005 000000000 501(c)(3) 5000 See Note Below Lubavitch Foundation of Lexington Inc 9 Burlington Street Lexington MA 02420 000000000 501(c)(3) 5000 See Note Below San Francisco General Hospital Foundation 1001 Potrero Ave Rm 2F4 San Francisco CA 941103518 000000000 501(c)(3) 5000 See Note Below United States Sports for Israel dba Maccabi USA 1926 Arch Street 3rd Floor Philadelphia PA 19103 000000000 501(c)(3) 5000 See Note Below WEDU - Florida West Coast Public Broadcasting Inc 1300 N Boulevard Tampa FL 33607 000000000 501(c)(3) 5000 See Note Below 84 0 Part II Column (b) The record of each organization's federal identification number is never kept on the record. Only the exempt status with IRS is confirmed. Part II Column (e) Generally, purpose is not included in the distribution process since the organization is acting upon donor recommendations to donor advised funds, or distributions determined by the terms of endowment agreements or managed fund agreements. Part I Line 2 TOP monitors the use of grant funds by reviewing proposed grants through its Grant Distribution Committee. This committe is represented by nine trustees (three from each member community); grants within each community's funds (Tampa, Orlando, & Pinellas (TOP)) are reviewed and approved by the three member committee from each respective community. Dan Sultan Trustee of T.O.P. and of The Tampa JCC/Federation, Inc., 0 Rochelle Walk Trustee of T.O.P. and of The Tampa JCC/Federation, Inc., 0 X 23 307516 Fair Market Value X 2 1040250 Partner's capital accnt X Life Insurance 45 30658 Cash Surrender Value X Israel Bonds 10 65860 Purchase Price X Israel Bonds 53 14881 Market Value 0 1 1 Third Party Use: Part I, Line 32b: Schedule M, Line 32b: The organization does use outside third parties to process or solicit contributions for the organization. For example, donations of publicly traded stocks are often processed thru third party brokerage firms for the sale of the stock as a contribution. Also the organization uses the services of its members'employees to solicit contributions for the organization. Form 990, Part VI, Section A, line 3 The organization has contracted for management, administrative, and accounting services with The Tampa JCC/Federation under which The Tampa JCC/Federation performs management functions and all accounting and administrative tasks. Form 990, Part VI, Section A, line 6 The membership of the Foundation consists of three members; The Tampa JCC/Federation, Inc., The Jewish Federation of Greater Orlando, Inc., and Jewish Federation of Pinellas & Pasco Counties, Inc. Member Jewish Federations are represented by each Federation's president, who acts on behalf of their respective Federation. Form 990, Part VI, Section A, line 7a The Board of Trustees shall consist of twenty seven Trustees divided into three classes, as follows: nine Trustees each from The Tampa Class, The Orlando Class and The Pinellas Class. Trustees are appointed by each member to serve an initial one year term. A Trustee may then be appointed for up to three consecutive two year terms. Form 990, Part VI, Section A, line 7b Decisions are made by the vote of Trustees of the Foundation after discussion and a majority vote by a quorum of the Board. The Board may, from time to time, appoint as advisors, persons whose advice, assistance and support may be deemed helpful in determining policies and formulating programs for carrying out the Foundation's purposes. Form 990, Part VI, Section B, line 11 The organization's Form 990 is submitted for review in draft form to each member of the Foundation's Board of Directors. The Form 990 is also reviewed in greater detail by the Foundation's Audit Committee, the Foundation's Audit Committee chair and/or the Foundation's Vice President of Legal. Form 990, Part VI, Section B, line 12c The organization's conflict of interest policy is monitored by its Board of Trustees which meets on a regular basis; if and when potential conflicts of interest are identified, such potential conflicts of interest are presented, discussed and addressed at the Board meetings. Difficult conflict of interest issues may be submitted to the Vice President of Legal and/or outside counsel for their legal opinion and guidance. Form 990, Part VI, Section B, line 15 Form 990 Part VI, Section B, Line 15: The organization's President and other officers meet via a conference call to determine the compensation of management annually during the budget process of the organization, typically in May. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy, and financial statements are made available upon request to anyone upon such person's written request received at the organization's administrative office located in Tampa, FL. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 9: Contributions -4,989,206. Interest and dividends -1,013,278. Gains on security sales -661,730. Grants 5,956,832. Investment Fees 213,233. TOP Unrealized gain 16. CRT expense 26,261. The Tampa JCCFederation Inc 13009 Community Campus Drive Tampa FL 33625 237182057 Support Jewish Community FL 501(c)(3) Line 9 0 The Jewish Federation of Greater Orlando Inc 851 N Maitland Ave Maitland FL 32794 590946923 Support Jewish Community FL 501(c)(3) Line 9 0 Jewish Federation of Pinellas & Pasco Counties FL Inc 13191 Starkey Road Suite 8 Largo FL 33773 590697685 Support Jewish Community FL 501(c)(3) Line 9 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 THE TAMPA JCCFEDERATION INC See Below THE JEWISH FEDERATION OF GREATER ORLANDO INC See Below JEWISH FEDERATION OF PINELLAS & PASCO COUNTIES FL INC See Below