2024-12-10T06:48:51-08:00 2024-06-30 421443361 TARBELL & CO PLC 1466 28TH STREET SUITE 100 WEST DES MOINES IA 50266 990 2023-07-01 510159835 DES MOINES JEWISH FOUNDATION DESM 5159870899 33158 UTE AVENUE WAUKEE IA 50263 DAVID ADELMAN President 2024-12-10 true true David Wall CPA P01420805 5152820200 2023 2024-10-15 13:58:12Z DAVID ADELMAN 33158 UTE AVENUE WAUKEE IA 502637538 13466846 false X WWW.JEWISHDESMOINES.ORG X 1975 IA THE FOUNDATION WAS STRUCTURED TO ENCOURAGE FUNDING OF THE JEWISH FEDERATION OF GREATER DES MOINES, AND IS RESPONSIBLE FOR ADDING FINANCIAL STABILITY BY BROADENING THE FUNDING BASE AND THEREBY IMPROVING THE ABILITY OF THE DES MOINES JEWISH COMMUNITY TO RESPOND TO CURRENT AND FUTURE SERVICE NEEDS WHICH CANNOT BE MET THROUGH ANNUAL OPERATING FUNDS. 16 16 0 16 0 1091380 1423891 0 330644 761491 0 1422024 2185382 1152754 1529724 0 0 0 1026 67069 82988 1219823 1612712 202201 572670 14469570 16021223 2500 14469570 16018723 THE FOUNDATION WAS STRUCTURED TO ENCOURAGE FUNDING OF THE JEWISH FEDERATION OF GREATER DES MOINES, AND IS RESPONSIBLE FOR ADDING FINANCIAL STABILITY BY BROADENING THE FUNDING BASE AND THEREBY IMPROVING THE ABILITY OF THE DES MOINES JEWISH COMMUNITY TO RESPOND TO CURRENT AND FUTURE SERVICE NEEDS WHICH CANNOT BE MET THROUGH ANNUAL OPERATING FUNDS. false false 1534890 1529724 $1,487,224 IN CONTRIBUTIONS TO QUALIFIED TAX-EXEMPT ORGANIZATIONS IN FURTHERANCE OF THEIR TAX-EXEMPT PURPOSES$42,500 IN SCHOLARSHIPS TO FUND COLLEGE SCHOLARSHIPS 1534890 true true false false false true false false false true false false false true false true true false false false false false false false false false false true true false false false false false false false false false false false false false false true false false false true 1 0 true 0 false false false false false false false 0 false false false false false false false false false false X 16 16 false false false false false true false true true false false true true true true true true false false false X TARBELL CO PLC 5152820200 1466 28TH ST SUITE 100 WEST DES MOINES IA 50266 JARAD BERNSTEIN Executive Dir. 5.00 40.00 X 0 98462 0 TOM PRESS BOARD MEMBER 5.00 0.00 X 0 0 0 POLLY OXLEY BOARD MEMBER 5.00 0.00 X 0 0 0 DAVID ADELMAN President 5.00 0.00 X X 0 0 0 DEBBIE GITCHELL BOARD MEMBER 5.00 0.00 X 0 0 0 BRUCE SHERMAN BOARD MEMBER 5.00 0.00 X 0 0 0 HARRY BOOKEY BOARD MEMBER 5.00 0.00 X 0 0 0 BOB CARPENTER BOARD MEMBER 5.00 0.00 X 0 0 0 BETH OHRINGER BOARD MEMBER 5.00 0.00 X 0 0 0 STANLEY SEIDLER BOARD MEMBER 5.00 0.00 X 0 0 0 PHIL BLUMBERG BOARD MEMBER 5.00 0.00 X 0 0 0 HANNAH M ROGERS BOARD MEMBER 5.00 0.00 X 0 0 0 MICHAEL WOLNERMAN BOARD MEMBER 5.00 0.00 X 0 0 0 TONI URBAN BOARD MEMBER 5.00 0.00 X 0 0 0 DON BLUMENTHAL BOARD MEMBER 5.00 0.00 X 0 0 0 MARTIN BRODY TREASURER/VICE 5.00 0.00 X X 0 0 0 LOU HOCKENBERG BOARD MEMBER 5.00 0.00 X 0 0 0 98462 0 false false false 0 1423891 1423891 0 429158 429158 0 0 0 11613797 11281464 332333 332333 332333 0 0 0 0 2185382 761491 1487224 1487224 42500 42500 0 0 0 0 0 0 0 0 0 5821 5821 16356 16356 0 0 44881 44881 5635 5635 0 0 0 0 0 0 0 0 0 0 0 5129 4103 1026 INSURANCE PREMIUM 5166 5166 0 1612712 1534890 76796 1026 392402 228867 692491 37293 0 331 0 0 0 0 0 0 0 12284550 14578753 0 0 0 1099796 1176310 14469570 16021223 2500 0 2500 X 2398197 2497031 12071373 13521692 14469570 16018723 14469570 16021223 572670 976483 X false true X true false X 133488 188996 116854 1091380 1423891 2954609 0 0 133488 188996 116854 1091380 1423891 2954609 205317 2749292 350845 339671 373611 377212 429158 1870497 0 0 4825106 0.56980 0.43040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15 3 9816 12835 874951 25730 true true 12071373 1369241 1533431 1384658 67695 13521692 11471577 1055677 558652 960505 54028 12071373 14333866 144396 -2233931 711898 60856 11471577 12038092 246347 2791686 633616 108643 14333866 12645000 120567 50256 653698 124033 12038092 false false false CASH SURRENDER VALUE OF LIFE INS 1087484 JEWISH FEDERATION RECEIVABLE 88826 PRUCE FAMILY TRUST RECEIVABLE 1176310 X 3161865 976483 976483 2185382 2185382 1612712 1612712 1612712 Part V, Line 4: Intended uses of the endowment fund. THE DES MOINES JEWISH FOUNDATION ALLOWS DONORS TO ESTABLISH ENDOWMENT FUNDS THROUGH WHICH THE DONOR CAN ESTABLISH THEIR GIFT INTENT BASED ON FUND AGREEMENTS. THE ENDOWMENT FUNDS PROVIDE SUPPORT FOR THE JEWISH FEDERATION OF GREATER DES MOINES, ITS AGENCIES, AND VARIOUS OTHER NON-PROFIT ORGANIZATIONS IN FURTHERANCE OF THEIR TAX-EXEMPT CAUSE. GRANTS PAID FROM ENDOWMENTS ARE BASED ON THE DIRECTION OF THE DONOR THROUGH THE FUND AGREEMENT, WITH FINAL AUTHORITY GRANTED TO THE FOUNDATION BOARD OF DIRECTORS. Part X : FIN48 Footnote The Foundation is a not-for-profit organization that is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and is not classified as a private foundation. The Foundations Forms 990, Return of Organization Exempt from Income Tax, for the years ending June 30, 2024, 2023, and 2022 are subject to examination by the IRS, generally for three years after the due date of the return. true JEWISH FEDERATION OF GREATER DES MOINES 33158 UTE AVENUE WAUKEE IA 50263 420835321 846420 0 TAX-EXEMPT PURPOSE 1 0 SCHOLARSHIPS 18 42500 Grantmaker's Description of How Grants are Used THE ORGANIZATION'S BOARD OF DIRECTORS HAS ESTABLISHED SPENDING POLICIES TO ENSURE THAT, AMONG OTHER THINGS, ALL GRANTS ARE MADE TO QUALIFIED RECIPIENTS. Form 990, Part VI, Section B, Line 11b A COPY OF THE ORGANIZATIONS FORM 990 IS MADE AVAILABLE TO ITS BOARD OF DIRECTORS AND THE BOARD OF DIRECTORS APPROVE THE FILING OF THE 990 BY A MAJORITY VOTE. Form 990, Part VI, Section B, Line 12c THE ORGANIZATION'S CONFLICT ON INTEREST POLICY IS INTENDED TO APPLY TO THE FOUNDATION OFFICERS AND MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS. (REFERRED TO AS "COVERED PARTIES OR INDIVIDUALLY AS "COVERED PARTY")IN THE EVENT THAT A COVERED PARTY BECOMES AWARE OF ANY TRANSACTION INVOLVING THE FOUNDATION AS A PARTY OR A PARTY IS EITHER 1)A COVERED PARTY OR A MEMBER OF A COVERED PARTY'S FAMILY OR 2)A BUSINESS OR ORGANIZATION IN WHICH THE COVERED PARTY OR ANY MEMBER OF THE COVERED PARTY'S FAMILY HOLDS A POSITION OR FINANCIAL INTEREST 3)COVERED UNDER THE CONFLICT OF INTEREST SECTIONS OF CHAPTER 504 OF THE CODE OF IOWA, SUCH COVERED PARTY, AT HIS OR HER FIRST KNOWLEDGE OF SUCH A TRANSACTION, SHALL DISCLOSE FULLY THE SPECIFIC NATURE OF THE POTENTIAL OR ACTUAL CONFLICT OF INTEREST, AS THE CASE MAY BE.COVERED PARTIES WHO HAVE A POTENTIAL CONFLICT OF INTEREST IN ANY MATTER INVOLVING THE FOUNDATION SHALL REFRAIN FROM PARTICIPATING IN THE CONSIDERATION OF SUCH MATTER AND SHALL NOT VOTE ON SUCH MATTER OR BE PRESENT AT THE TIME OF THE VOTE ON SUCH MATTER IS TAKEN. ALL OR PART OF THE FOREGOING MAY BE WAIVED AS PROVIDED IN CHAPTER 504 OF THE CODE OF IOWA.COVERED PARTIES SHALL BE REQUIRED TO PROVIDE A SIGNED STATEMENT ACKNOWLEDGING AND AGREEING TO THE POLICY. DISCLOSURE REQUIRED FROM COVERED PARTIES SHALL BE DIRECTED IN WRITING TO THE PRESIDENT OF THE FOUNDATION (OR ANY COMMITTEE OF THE BOARD OF DIRECTORS ENTRUSTED WITH OVERSIGHT OF THE POLICY) WHO WILL CONFER WITH FOUNDATION LEGAL COUNSEL, BOTH OF WHOM SHALL BE RESPONSIBLE FOR THE ADMINISTRATION OF THE POLICY. Form 990, Part VI, Section C, Line 19 ALL ORGANIZATION DOCUMENTS SUBJECT TO PUBLIC INSPECTION ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADDRESS: 33158 UTE AVENUE WAUKEE, IA 50263-7538 JEWISH FEDERATION OF GREATER DES MOINES 33158 UTE AVENUE WAUKEE IA 502637358 420835321 FURTHERANCE OF JEWISH CAUSES IA 501(C)(3) 7 N/A false false true false false false false false false false false false false true true true false false false false