2024-05-10T10:14:26-07:00 2023-12-31 850218454 Balkcom & Company CPAs PA 1201 Eubank NE Ste 4 Albuquerque NM 87112 990 2023-01-01 464161463 JEWISH COMMUNITY FOUNDATION OF NM JEWI 5053484472 5520 WYOMING BLVD NE ALBUQUERQUE NM 87109 DAN NEWMAN CHAIR 2024-05-10 true DAN NEWMAN 999009999 true LAWRENCE A PEARSALL P00033858 5052930173 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z ERIKA RIMSON 5520 WYOMING BLVD NE ALBUQUERQUE NM 871093238 918283 false X www.jcfnm.org X 2013 NM TO BUILD AND PERPETUATE SUPPORT FOR A VIBRANT, CARING JEWISH COMMUNITY THROUGH PARTNERSHIPS WITH DONORS AND ORGANIZATIONS. THE FOUNDATION RECEIVES, ADMINISTERS AND DISPOSES OF FUNDS FOR CHARITABLE PURPOSES. 17 17 1 20 0 1517380 411922 52613 44132 23740 460729 -2369 -1090 1591364 915693 515544 647931 0 51250 51255 0 20529 80411 99023 647205 798209 944159 117484 8901640 9421909 3823226 4226011 5078414 5195898 TO BUILD AND PERPETUATE SUPPORT FOR A VIBRANT, CARING JEWISH COMMUNITY THROUGH PARTNERSHIPS WITH DONORS AND ORGANIZATIONS. THE FOUNDATION RECEIVES, ADMINISTERS AND DISPOSES OF FUNDS FOR CHARITABLE PURPOSES. false false 713150 647931 44132 THE FOUNDATION PROVIDES PHILANTHROPIC SERVICES FOR INDIVIDUAL DONORS AND NONPROFIT ORGANIZATIONS IN THE JEWISH COMMUNITY. SERVICES INCLUDE GRANT MAKING, FIELD OF INTEREST RESEARCH, CONSULTATIONS WITH PROFESSIONAL ADVISORS, FUND INVESTMENT, MANAGEMENT AND REPORTING. IN ADDITION, THE FOUNDATION SHARES EDUCATIONAL INFORMATION ABOUT CHARITABLE/LEGACY PLANNING, FUNDING IDEAS AND CHARITABLE OPPORTUNITIES IN THE JEWISH AND BROADER COMMUNITIES.ACCOMPLISHMENTS INCLUDE:FOUNDATION DISTRIBUTED GRANTS FROM NET ASSETS TOTALING $647,931 TO 162 CHARITABLE ORGANIZATIONS. GRANTS ADDRESSED NEEDS IN A VARIETY OF AREAS INCLUDING HEALTH, HUMAN SERVICES, EDUCATION, RELIGION, CULTURE, ENVIRONMENT, IMMIGRANT AND REFUGEE ASSISTANCE, AND THE ARTS. FOUR COLLEGE SCHOLARSHIPS, FIFTEEN CAMP SCHOLARSHIPS, AND ONE ISRAEL EXPERIENCE SCHOLARSHIP WERE AWARDED ON BEHALF OF NEW MEXICO YOUTH.FOUNDATION STAFF HELPED EDUCATE THE JEWISH COMMUNITY ABOUT CHARITABLE PLANNING AND WORKED WITH DONORS TO DEVELOP LEGACY PLANS AND OPEN FUNDS TO SUPPORT CHARITABLE ORGANIZATIONS AND CAUSES NOW AND INTO THE FUTURE. FOUNDATION EXTENDED ITS PARTICIPATION IN THE LIFE & LEGACY ENDOWMENT DEVELOPMENT PROGRAM IN PARTNERSHIP WITH HAROLD GRINSPOON FOUNDATION. LIFE & LEGACY, A PROVEN, SUCCESSFUL INITIATIVE IN 65 OTHER COMMUNITIES THROUGHOUT NORTH AMERICA, PROMOTES AFTER-LIFETIME GIVING TO BENEFIT JEWISH ORGANIZATIONS. THE PROGRAM EMPHASIZES STEWARDSHIP AND FORMALIZATION OF LEGACY GIFTS AND PROMOTES A COLLABORATIVE APPROACH THAT STRENGTHENS THE ENTIRE COMMUNITY. NINE JEWISH ORGANIZATIONS (6 IN ALBUQUERQUE, 2 IN SANTA FE, AND 1 IN LOS ALAMOS) ARE PARTICIPATING. AS OF DECEMBER 31, 2023, THE PROGRAM HAD GENERATED LEGACY GIFTS WITH AN ESTIMATED VALUE OF $6.6 MILLION AND $920,000 OF REALIZED ENDOWMENT GIFTS. FOUNDATION MANAGED INVESTMENTS TO MAXIMIZE RETURNS CONSISTENT WITH ITS INVESTMENT AND DISTRIBUTION POLICIES. 713150 true true false false false true false false false true false false false true true true true false false false false false false false false false false true false false false false false false false false false false true false false false false false false false false true 5 0 true 1 true false false false false false false false 0 false false false false false false false false false false X 17 17 true false false false false false false true true false false true true true true false false false false false NM X X ERIKA RIMSON 5053484472 5520 WYOMING BLVD NE ALBUQUERQUE NM 87109 ERIKA RIMSON Executive Dir. 30.00 0.00 X X 47520 0 0 HARVEY BUCHALTER Director 1.00 0.00 X 0 0 0 LISA FRIEDMAN Director 1.00 0.00 X 0 0 0 CHARLES BUXBAUM Director 1.00 0.00 X 0 0 0 SARAH NEWMAN SECRETARY/DIR 1.00 0.00 X 0 0 0 BOB DAVIS TREASURER/DIR 2.00 0.00 X X 0 0 0 GRACE ALLISON Director 1.00 0.00 X 0 0 0 JOANNA COLANGELO Director 1.00 0.00 X 0 0 0 MICHAEL WALD Director 1.00 0.00 X 0 0 0 KEN WARNER Director 1.00 0.00 X 0 0 0 MARCI POWERS Director 1.00 0.00 X 0 0 0 RON WINGER Director 1.00 0.00 X 0 0 0 SARAH WINGER Director 1.00 0.00 X 0 0 0 JANE WISHNER Director 1.00 0.00 X 0 0 0 STEVEN ROGERS Director 1.00 0.00 X 0 0 0 JUDITH ZABEL SECRETARY/DIR 2.00 0.00 X X 0 0 0 JAY ROSENBLUM CHAIR/DIRECTOR 2.00 0.00 X X 0 0 0 DAN NEWMAN CHAIR/DIRECTOR 2.00 0.00 X X 0 0 0 47520 0 false false false 0 411922 127949 411922 ADMINISTRATIVE FEES 561000 44132 44132 44132 460729 460729 0 0 0 0 1500 2590 -1090 0 0 0 915693 504861 647931 647931 0 0 0 47520 14256 23760 9504 0 0 0 0 3735 1120 1868 747 0 0 19129 9565 7651 1913 0 0 49686 24843 19874 4969 0 1420 710 568 142 6309 3155 2523 631 5242 2621 2097 524 0 3000 1500 1200 300 780 390 312 78 0 1150 345 575 230 0 0 0 2007 1004 802 201 marketing 6200 1860 3100 1240 support for community calendar 3600 3600 educational outreach 500 250 200 50 0 798209 713150 64530 20529 289608 211403 0 0 13698 5391 0 0 0 0 3465 4067 0 0 0 0 0 8594869 9201048 8901640 9421909 9027 7382 3814199 4218629 3823226 4226011 X 2875381 2869688 2203033 2326210 5078414 5195898 8901640 9421909 117484 X false true X true false X 1018167 912161 880159 1517380 411922 4739789 0 0 1018167 912161 880159 1517380 411922 4739789 438127 4301662 84815 41625 302792 23740 25879 478851 0 0 5218640 0.82430 0.84740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37 414039 348925 1869500 true true 4469968 425661 446227 957822 44388 4339646 4181199 1116359 -297798 486383 43409 4469968 3272893 779373 486801 318545 39323 4181199 2637530 728349 298725 362239 29472 3272893 1807187 850651 244754 239779 25283 2637530 0.47000 0.33000 0.20000 false false false CHARITABLE REMAINDER TRUST 124282 9201048 ASSETS HELD FOR OTHERS 4218629 4218629 X 918283 2590 2590 915693 915693 798209 798209 798209 Part V, Line 4: Intended uses of the endowment fund. ENDOWMENTS ARE HELD FOR DONOR RESTRICTED USES AND BOARD RESTRICTED USES. Part X : FIN48 Footnote MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE FOUNDATION ARE WITHIN THEIR TAX EXEMPT PURPOSE, AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS. ANY INTEREST AND PENALTIES RECOGNIZED ASSOCIATED WITH A TAX POSITION ARE CLASSIFIED AS CURRENT IN THE FOUNDATION'S FINANCIAL STATEMENTS. THERE WERE NO INTEREST OR PENALTIES RECORDED AS OF DECEMBER 31, 2023. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 FUNDRAISING DINNER EXPENSE $2590 true ADL 605 THIRD AVENUE NEW YORK NY 10158 131818723 5500 0 GENERAL SUPPORT AJC 165 E 56TH ST NEW YORK NY 10022 135563393 8406 0 EDUCATION & GENERAL SUPPORT AMER JEWISH JOINT DISTRIB PO BOX 4124 NEW YORK NY 10163 131656634 25000 0 GENERAL SUPPORT BOSQUE SCHOOL 2000 BOSQUE SCHOOL RD NE ALBUQUERQUE NM 87120 850420092 30000 0 GENERAL SUPPORT CONGREGATION ALBERT 3800 LOUISIANA BLVD NE ALBUQUERQUE NM 87110 850124933 18171 0 GENERAL SUPPORT AND EDUCATION FRIENDS OF ISRAEL DEFENSE PO BOX 4224 NEW YORK NY 10163 133156445 7800 0 GENERAL SUPPORT HILLEL AT UNM 1701 SIGMA CHI NE ALBUQUERQUE NM 87106 521844823 35691 0 GENERAL SUPPORT JEWISH COMMUNITY CENTER ABQ 5520 WYOMING BLVD NE ALBUQUERQUE NM 87109 850457178 113872 0 GENERAL SUPPORT;SOCIAL SERVICES JEWISH COMMUNITY FOUNDATION 5520 WYOMING BLVD NE ALBUQUERQUE NM 87109 464161463 36585 0 GENERAL SUPPORT JEWISH FED OF PRINCETON 213 CARNEGIE CENTER BOX 2157 PRINCETON NJ 08543 232215070 5200 0 GENERAL SUPPORT JEWISH FEDERATIONS OF NA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 46000 0 GENERAL SUPPORT NEW MEXICO HOLOCAUST MUSEUM PO BOX 1762 ALBUQUERQUE NM 87103 850456900 15563 0 GENERAL SUPPORT NM JEWISH HISTORICAL SOCIETY 5520 WYOMING BLVD NE ALBUQUERQUE NM 87109 850350614 7450 0 GENERAL SUPPORT PLANNED PARENTHOOD OF RM 7155 E 38TH AVENUE DENVER CO 90207 841191279 6500 0 GENERAL SUPPORT ROADRUNNER FOOD BANK 5840 OFFICE BLVD NE ALBUQUERQUE NM 87109 850278525 9500 0 GENERAL SUPPORT SCHWAB CHARITABLE 211 MAIN ST 10TH FLOOR SAN FRANCISCO CA 94105 311640316 17576 0 GENERAL SUPPORT TEMPLE BETH SHALOM 205 E BARCELONA SANTA FE NM 87505 850162318 8850 0 GENERAL SUPPORT UNION FOR REFORM JUDAISM 633 THIRD AVE 7TH FLOOR NEW YORK NY 10017 131663143 6100 0 GENERAL SUPPORT UNITED WAY NORTH CENTRAL NM PO BOX 25147 ALBUQUERQUE NM 87125 850277138 15000 0 GENERAL SUPPORT UNM FOUNDATION 700 LOMAS BLVD NE ALBUQUERQUE NM 87102 850275408 6700 0 GENERAL SUPPORT WILSHIRE BOULEVARD TEMPLE 3663 WILSHIRE BOULEVARD LOS ANGELES CA 90010 951691339 5090 0 GENERAL SUPPORT YOUTH GUIDANCE PO BOX 95286 CHICAGO IL 60694 362167032 10500 0 GENERAL SUPPORT 11 11 Grantmaker's Description of How Grants are Used THE FOUNDATION DISTRIBUTES GRANTS ONLY TO 501(C)(3) ORGANIZATIONS. ORGANIZATIONS ARE VETTED BY THE FOUNDATION PRIOR TO MAKING DISTRIBUTIONS BY OBTAINING A COPY OF THE ORGANIZATION'S CONTACT INFORMATION AND MISSION STATEMENT. THE FOUNDATION OBTAINS THE ORGANIZATION'S IRS STATUS FROM THE IRS WEBSITE, OR MAY USE A RESOURCE SUCH AS CANDID/GUIDESTAR, WHICH INCLUDES INFORMATION FROM THE IRS DETERMINATION LETTER, IRS PUBLICATION 78, AND IRS BUSINESS MASTER FILE REPORTS. IRS REVENUE PROCEDURE 2009-32 ALLOWS GRANTORS TO RELY ON THIRD PARTY RESOURCES TO GATHER REQUIRED BUSINESS MASTER FILE DATA CONCERNING A POTENTIAL GRANTEE'S PUBLIC CHARITY CLASSIFICATION UNDER SECTION 509(A)(1), (2) OR (3).THE FOUNDATION BOARD APPROVES ALL NEW ORGANIZATIONS BEFORE DISTRIBUTIONS ARE MADE. AT THE END OF EACH YEAR, THE BOARD REVIEWS A LIST OF GRANTEE ORGANIZATIONS AFTER THE FOUNDATION VERIFIES THAT THE ORGANIZATION'S 501(C)(3) STATUS REMAINS IN GOOD ORDER.DISTRIBUTIONS FOR GRANTS MADE FOR RESTRICTED PURPOSES ARE ACCOMPANIED BY A TRANSMITTAL LETTER INDICATING THE SPECIFIC PURPOSE OF THE GRANT. THE LETTERS INCLUDE THE FOLLOWING NOTE: "BY ACCEPTING THIS GRANT CHECK, YOUR ORGANIZATION CERTIFIES TO THE JEWISH COMMUNITY FOUNDATION OF NEW MEXICO THAT NO TANGIBLE BENEFIT, GOODS OR SERVICES ARE RECEIVED BY ANY INDIVIDUALS OR ENTITIES CONNECTED WITH THE ABOVEMENTIONED GRANT. TANGIBLE BENEFITS MAY INCLUDE, BUT ARE NOT LIMITED TO, EVENT/ADMISSION TICKETS, TABLES AT EVENTS, AND MEALS. THESE FUNDS CANNOT BE USED TO DISCHARGE OR SATISFY A LEGALLY ENFORCEABLE PLEDGE OR OBLIGATION."THE FOUNDATION REQUIRES ORGANIZATIONS RECEIVING RESTRICTED PURPOSE GRANTS FROM ENDOWMENT FUNDS TO SUBMIT A REPORT OF HOW THE FUNDS WERE USED BEFORE THE FOUNDATION DISTRIBUTES THE FOLLOWING YEAR'S GRANT. THE FOUNDATION REQUIRES STUDENTS WHO BENEFIT FORM CAMP/COLLEGE SCHOLARSHIPS (GRANTS ARE MADE DIRECTLY TO CAMP/SCHOOL ON RECIPIENT'S BEHALF) TO PROVIDE THE FOUNDATION WITH A BRIEF REPORT AT THE END OF THE SUMMER/SCHOOL YEAR. X 5 127949 false true false Form 990, Part VI, Section A, Line 2 DAN NEWMAN (DIRECTOR) AND SARAH NEWMAN (DIRECTOR) ARE FATHER AND DAUGHTER.RON WINGER (DIRECTOR) AND SARAH WINGER (DIRECTOR) ARE FATHER AND DAUGHTER. Form 990, Part VI, Section B, Line 11b THE FINANCE AND INVESTMENT COMMITTEE HAS THE RESPONSIBILITY OF REVIEWING AND APPROVING THE FORM 990. THE COMMITTEE MEETS, REVIEWS AND APPROVES PRIOR TO FILING. IF SIGNIFICANT ISSUES ARISE, THE COMMITTEE WILL PRESENT THE ISSUES TO THE BOARD FOR INFORMATIONAL PURPOSES OR APPROVAL. A COPY OF THE FILED FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS. Form 990, Part VI, Section B, Line 12c EACH YEAR EVERY BOARD MEMBER IS ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN A CONFLICT OF INTEREST STATEMENT THAT INCLUDES DISCLOSURE OF FINANCIAL INTERESTS. THE EXECUTIVE DIRECTOR REVIEWS THE STATEMENTS, AND IF A BOARD MEMBER HAS FINANCIAL INTERESTS, THE BOARD OF DIRECTORS WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. Form 990, Part VI, Section C, Line 19 THE FOUNDATION'S MOST RECENT AUDITED FINANCIAL STATEMENTS AND 990 ARE AVAILABLE ON ITS WEBSITE. THE FOUNDATION'S CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE EXECUTIVE DIRECTOR. THE CONTACT INFORMATION FOR THE EXECUTIVE DIRECTOR IS AVAILABLE ON THE FOUNDATION'S WEBSITE.