2025-05-08T07:55:53-05:00 2024-06-30 201826687 Pilc & Moseley LLC 4312 Grove Avenue Richmond VA 23221 990 2023-07-01 541623966 RICHMOND JEWISH FOUNDATION RICH 8045458628 5540 Falmouth St 201 Richmond VA 23230 Daniel Brandeis CEO 8045458628 2025-05-06 1 0 Nathan J Harry P01262184 8049188490 X 2023 2025-03-06 01:10:19Z Daniel Brandeis 5540 Falmouth St 201 Richmond VA 23230 11699661 0 X www.rjfoundation.org X 1992 VA The Richmond Jewish Foundation is a primary, trusted and expert resource for planned giving and endowments. We engage, educate and inspire generations of donors to create ongoing resources for charitable, religious, and educational needs. Our donors may choose legacies of Tzedakah and Tikkun Olam. We effectively steward philanthropic assets entrusted to our care. 21 21 4 24 0 0 4521477 3035581 0 0 2531844 1470347 356449 413934 7409770 4919862 2504291 2878715 0 0 396567 448206 0 0 287645 493722 478226 3394580 3805147 4015190 1114715 47507428 36256296 14567957 19660524 32939471 16595772 X The Richmond Jewish Foundation is a primary, trusted and expert resource for planned giving and endowments. We engage, educate and inspire generations of donors to create ongoing resources for charitable, religious, and educational needs. Our donors may choose legacies of Tzedakah and Tikkun Olam. We effectively steward philanthropic assets entrusted to our care. 0 0 3242363 2878715 Last year the Richmond Jewish Foundation awarded over $2,800,000 in grants and distributions. These crucial funds enhance the lives of people locally and around the world, addressing needs in such areas as education, health and human services, arts and culture, overseas relief, medical research and social action. 3242363 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X THE ORGANIZATION 8045458628 5540 FALMOUTH ST RICHMOND VA 23230 Jeffrey A Scharf Immediate Chairman 1.00 X X 0 0 0 Ronald I Felmus Treasurer 2.00 X X 0 0 0 Jeffrey M Lacker Chairman 4.00 X X 0 0 0 Rosann Bocciarelli Assistant Secretary 2.00 X X 0 0 0 Ann B Macheras Director 1.00 X 0 0 0 Beryl W Ball Director 1.00 X 0 0 0 John A Weinberg Director 1.00 X 0 0 0 Scott W Belleman Director 1.00 X 0 0 0 Katie M Roeper Director 1.00 X 0 0 0 Josh L Goldberg Director 1.00 X 0 0 0 Wolf Joffe Director 1.00 X 0 0 0 Kevin A Fine Director 1.00 X 0 0 0 Howard S Golfine Director 1.00 X 0 0 0 Jessica Samet Secretary 2.00 X X 0 0 0 Robert I Flax Director 1.00 X 0 0 0 GD Rothenberg Director 1.00 X 0 0 0 Richard Looney Assistant Treasurer 2.00 X X 0 0 0 Eric M Shoenfeld Director 1.00 X 0 0 0 Dan Brandeis CEO 50.00 X X 231415 0 6056 Amy Nisenson Director 1.00 X 0 0 0 Frances Goldman Past Chairman 1.00 X X 0 0 0 Janet Dunn Gale Director 1.00 X 0 0 0 231415 0 6056 1 0 1 0 0 3035581 1528964 3035581 1049651 1049651 7200495 6779799 420696 420696 420696 FEE INCOME 523000 413934 413934 413934 4919862 413934 0 1470347 2878715 2878715 210000 21000 92400 96600 167179 16718 73559 76902 8730 873 3841 4016 33029 3303 14533 15193 29268 2927 12878 13463 49711 4971 21873 22867 26671 2667 11735 12269 35454 3545 15600 16309 5220 522 2297 2401 7512 751 3305 3456 4523 452 1990 2081 Administrative Fees 301116 301116 Meeting Expense 32994 3299 14518 15177 Marketing 11876 1188 5225 5463 Miscellaneous 3149 316 1385 1448 3805147 3242363 275139 287645 4123813 90993 10802 2024 7978 2600 94685 71653 18561 23032 42776101 35575408 536849 562239 33324 0 47507428 36256296 97590 131070 14470367 19529454 14567957 19660524 X 26419448 3952566 6520023 12643206 32939471 16595772 47507428 36256296 1114715 -17458414 0 X 0 1 X 1 0 X 2075509 2013067 1140957 4521477 3035581 12786591 2075509 2013067 1140957 4521477 3035581 12786591 4044340 8742251 453882 324886 718703 1080833 1049651 3627955 330633 340542 339348 356449 413934 1780906 18195452 0.48050 0.47680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 99 1870596 1679854 10481205 1 1 23638102 1164986 2613101 1326223 414893 25675073 22401561 1346039 2200879 1802883 507494 23638102 21231611 570293 1673769 943861 130251 22401561 17597861 789182 4541143 1046581 649994 21231611 17490132 1823379 -280364 817554 617732 17597861 0.13800 0.86200 0 0 94685 71653 23032 23032 Funds Managed for Others 19529454 19529454 X 4919862 0 4919862 0 4919862 3805147 0 3805147 0 3805147 Part V, Line 4: Intended uses of organization's endowment funds: The Genesis Fund, the board-designated, without donor restrictions endowment is used for Foundation operations and to fund competitive grants. Other endowments are intended for a variety of uses designated by donors. A number of these endowments make an annual distribution to the Jewish Federations of North America Annual Campaign which supports various Jewish causes. Other endowment funds support a special purpose or field of interest with a specific philanthropic mission. Part X, Line 2: The Foundation follows Financial Accounting Standards Board ("FASB") guidance for how uncertain tax positions should be recognized, measured, disclosed and presented in the financial statements. Management evaluated the Foundation's tax position and concluded that the Foundation had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. The Foundation is not currently under audit by any tax jurisdiction. 1 Weinstein Jewish Community Center 5403 Monument Ave Richmond VA 23226 501(c)3 29609 0 General Congregation Beth Ahabah 1111 W Franklin Street Richmond VA 23220 501(c)3 16500 0 General Blue Ridge Abortion Fund PO Box 5082 Charlottesville VA 22903 501(c)3 35000 0 General Jewish Community Federation of Richmond 5403 Monument Ave Richmond VA 23226 501(c)3 938426 0 General Temple Beth El 3330 Grove Ave Richmond VA 23221 501(c)3 171875 0 General Rudlin Torah Academy 3809 Patterson Ave Richmond VA 23221 501(c)3 210374 0 General Yeshiva of Virginia 6801 Patterson Avenue Richmond VA 23226 501(c)3 112891 0 General Jewish Family Services 6718 Patterson Ave Richmond VA 23226 501(c)3 10000 0 General Jonah Scharf DAV 5540 Falmouth Ave Richmond VA 23230 25000 0 General Hanover Education Foundation PO Box 1297 Ashland VA 23005 501(c)3 10000 0 General Preschool Education TCF 5540 Falmouth Ave Richmond VA 23230 10000 0 General Friendship Circle of Virginia 212 N Gaskins Road Richmond VA 23238 501(c)3 10000 0 General Virginia Holocaust Museum 2000 E Cary Street Richmond VA 23223 501(c)3 33000 0 General Richmond Wildlife Center PO Box 14694 Richmond VA 23221 501(c)3 400000 0 General Congregation Or Atid 10625 Patterson Ave Richmond VA 23238 501(c)3 17555 0 General Talia Scharf DAV 5540 Falmouth Ave Richmond VA 23230 25000 0 General Virginia Museum of Fine Arts 200 N Arthur Ashe Blvd Richmond VA 23220 501(c)3 15000 0 General Yeshiva TC Scholarship Fd 5540 Falmouth Ave Richmond VA 23230 20803 0 General Aleph Bet Preschool 212 N Gaskins Road Richmond VA 23238 501(c)3 17894 0 General KIRVA Hospice 2200 Pump Road Suite 218 Richmond VA 23233 501(c)3 32500 0 General Richmond Free Loan Fund 5 Springbriar Lane Baltimore MD 21208 501(c)3 20000 0 General 17 4 Part I, Line 2: Grants are made from donor-advised funds, from donor-designated permanent endowment funds, and from unrestricted funds in the Genesis fund. Grants from donor-advised funds & donor-designated permanent endowment funds are made to recommended or designated organizations only upon receipt of information that includes verification of Sec. 501(c)(3) status, a mission statement, and current financial information. Additionally, RJF staff will check organizations against 1) IRS Publication 78 and the IRS BMF extract to ensure that the organization has not had its public charity status revoked or suspended, and 2) US Department of Treasury's list of suspected terrorists organizations. Recipients of grants must agree that the grant does not represent the payment or satisfaction of any legally enforceable obligation, and that no material benefit or privilege is provided, in return for the grant, to any person or entity. Several permanent endowments and the Genesis Fund require application for grants. These grants are made to eligible organizations for a specific purpose and the recipient organization must sign an agreement stating that the funds will be used for that purpose. The grantee must submit to the Foundation an "Evaluation of Approved Grants" form, along with proposed & actual budget schedules, within 60 days of completion of a project and no later than 12 months from the date the grant was awarded. The Foundation reserves the right to examine the progress of any grant funded and to cease making payments or require that the recipient return any portion, or the entire grant, if and when appropriate. X X 0 0 0 0 0 0 0 0 0 Dan Brandeis CEO 210000 0 0 0 21415 0 4357 0 1699 0 237471 0 0 0 X 7 1528964 FMV - Publicly Traded 0 1 0 Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by the Executive Committee. Final approval, before filing, is given by the full Board of Directors. Form 990, Part VI, Section B, line 12c Board members are required to review the conflict of interest policy annually. Form 990, Part VI, Section B, line 15a The process for determining compensation of the President/CEO included a review and approval by the Board of Directors. Additionally, the Board used comparability data acquired from the Form 990s of other organizations and compensation surveys. There is a written employment contract between the organization and the President/CEO. Form 990, Part VI, Section C, line 19 Available upon request.