2023-11-15T13:02:18-05:00 2022-12-31 061648707 FIONDELLA MILONE & LASARACINA LLP 350 BEDFORD STREET 2ND FLOOR STAMFORD CT 06901 990 2022-01-01 060646689 THE JEWISH COMMUNITY FOUNDATION INC JEWI 2032268197 4200 PARK AVENUE SUITE 300 BRIDGEPORT CT 06604 DAVID COHEN CEO/PRESIDENT 2032268197 2023-11-09 true DAVID COHEN 999009999 false OWEN W BREGMAN P00163780 2033254155 2023-11-09 2022 2023-04-26 12:10:37Z DAVID COHEN 299 BISHOP AVE BRIDGEPORT CT 06610 7374 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 0 890 13545 0 1526940 -6171 0 1527830 7374 151510 23700 0 0 0 0 60368 33329 211878 57029 1315952 -49655 6358074 6310766 4338263 4881105 2019811 1429661 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 23700 23700 THE FOUNDATION INVESTS ITS ENDOWMENT FUNDS AND DISTRIBUTES THE INCOME TO AGENCIES BASED UPON THE DONOR'S ADVICE OR BY BOARD POLICY. 23700 true false false false false true false false true true false false false false false true 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 THE ORGANIZATION 2032268197 4200 PARK AVENUE NO 300 BRIDGEPORT CT 06604 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 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 13545 13545 -6171 -6171 7374 -6171 23700 23700 20750 20750 12579 12579 57029 23700 33329 0 22420 23159 2494 2494 83768 56321 6249392 6228792 6358074 6310766 13010 25672 4325253 4855433 4338263 4881105 X 579403 484722 1440408 944939 2019811 1429661 6358074 6310766 -49655 -540495 X false true X true false X 863 890 13545 15298 863 890 13545 15298 15298 78447 171597 153670 180103 17218 601035 616333 0.02480 0.00260 X SUPPLEMENTAL INFORMATION THE JEWISH COMMUNITY FOUNDATION HAS AN INVESTMENT PORTFOLIO THAT PRODUCED LOSSES IN 2022. PUBLIC SUPPORT IS CONSIDERED TO BE THE FOUNDATION'S MAIN SOURCE OF INCOME. 140820 true true false true X 944939 944939 944939 944939 944939 944939 944939 944939 944939 944939 1.00000 false false X -533121 -540495 -540495 7374 7374 57029 57029 57029 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. SCHEDULE D, PAGE 3, PART X MANAGEMENT OF THE FOUNDATION HAS EVALUATED ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES OF AMERICA. MANAGEMENT OF THE FOUNDATION IS OF THE OPINION THAT THE ENTITY HAS NOT TAKEN ANY MATERIAL TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY LIABILITY BY THE FOUNDATION NOR IS MANAGEMENT OF THE FOUNDATION OF THE OPINION THAT THERE WERE ANY UNREALIZED TAX BENEFITS THAT WOULD EITTHER INCREASE OF DECREASE MATERIALLY WITHIN THE NEXT YEAR. IF REQUIRED IS IT THE FOUNDATION'S POLICY TO RECOGNIZE ANY ESTIMATED INTEREST AND PENALTIES. 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.