2025-04-30T15:29:42-05:00 2024-12-31 570381582 ELLIOTT DAVIS PLLC 500 EAST MOREHEAD STREET SUITE 700 CHARLOTTE NC 28202 990 2024-01-01 571042419 JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA JEWI 8437233635 1691 TURNBULL AVE N CHARLESTON SC 29405 JANE LITZ CHIEF FINANCIAL OFFICER 8437236034 2025-04-29 1 0 JANICE A RATICA P00358837 7043338881 2025-04-29 2024 2025-03-06 01:10:19Z X JANE LITZ 1691 TURNBULL AVE N CHARLESTON SC 29405 7254844 0 X WWW.JEFSC.ORG X 1996 SC THE JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA SUPPORTS JEWISH AND OTHER CHARITABLE CAUSES THROUGHOUT THE STATE OF SOUTH CAROLINA. 9 9 0 12 0 0 2166036 2832216 100170 249777 346346 879246 0 0 2612552 3961239 692152 720182 0 0 79896 180720 0 0 90624 355881 495804 1127929 1396706 1484623 2564533 21571666 26179940 4738 15694 21566928 26164246 X THE MISSION OF THE JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA IS TO EDUCATE, STRENGTHEN AND SUPPORT THE SC JEWISH COMMUNITY BY UNITING PEOPLE, AND INVESTING RESOURCES; AND TO LEAD AND FACILITATE A CULTURE OF PHILANTHROPY AND SHARED INVESTMENT AMONG DONORS AND COMMUNITY LEADERS TO SUSTAIN, STRENGTHEN AND SUPPORT THE JEWISH COMMUNITIES AND VALUES THROUGHOUT THE STATE OF SOUTH CAROLINA. 0 0 720182 720182 249777 GRANTMAKING - THROUGH A STRATEGIC PROCESS AND OVERSIGHT BY A BOARD OF TRUSTEES, JEFSC GRANTS HELP SUSTAIN, BUILD AND SECURE SOUTH CAROLINA'S JEWISH INSTITUTIONS AND AGENCIES. THE GRANT REQUESTS RANGE FROM OPERATIONAL SUPPORT TO NEW PROGRAMMATIC INITIATIVES. THE SUPPORT PROVIDED BY JEFSC THROUGH THESE GRANTS IMPACT THOUSANDS OF JEWISH LIVES AND THE BROADER COMMUNITY EVERY YEAR AND ENSURES A VIBRANT JEWISH FUTURE ACROSS THE STATE.IN 2024, THE JEWISH ENDOWMENT FOUNDATION OF SC DISBURSED 183 GRANTS AND SCHOLARSHIPS TOTALING $720,182. THESE GRANTS WERE DISTRIBUTED AS FOLLOWS: 55 GRANTS TOTALING $203,122 IN SUPPORT OF RELIGIOUS AND OTHER PHILANTHROPIC EFFORTS, 68 GRANTS AND SCHOLARSHIPS TOTALING $269,846 SUPPORTING VARIOUS EDUCATIONAL PURSUITS, 32 GRANTS TOTALING $211,454 SUPPORTING HUMAN NEEDS, 18 GRANTS TOTALING $15,660 SUPPORTING HEALTH INITIATIVES, 3 GRANTS TOTALING $5,450 SUPPORTING THE ENVIRONMENT, AND 7 GRANTS TOTALING $14,650 IN SUPPORT OF THE ARTS. 179173 TEMPLE SINAI - IN 2016, A RELATED PARTY OF THE FOUNDATION ASSUMED OWNERSHIP OF THE TEMPLE SINAI SYNAGOGUE BUILDING AND THE ASSOCIATED CEMETERY IN ORDER TO PRESERVE AND PROTECT THIS CORNERSTONE OF JEWISH HISTORY AND LEGACY IN SUMTER COUNTY. WHILE THE SYNAGOGUE CURRENTLY REMAINS ACTIVE UNDER INDEPENDENT MANAGEMENT, THE FOUNDATION PROVIDES FOR THE UPKEEP OF THE BUILDING AND GROUNDS. ON JUNE 2, 2018, THIS HISTORICAL LANDMARK WAS CONVERTED TO THE TEMPLE SINAI JEWISH HISTORY CENTER (SUMTER COUNTY MUSEUM) AND IS OPEN TO THE PUBLIC ON THURSDAYS AND FRIDAYS, 1:00PM TO 4:00PM, AND SATURDAYS, 10:00AM TO 1:00PM. 899355 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X JANE LITZ 8437233635 1691 TURNBULL AVE N CHARLESTON SC 29405 MIKE MILLS DIRECTOR 1.00 X 0 0 0 EILEEN CHEPENIK DIRECTOR 1.00 X 0 0 0 ELLIS REGENBOGEN DIRECTOR 1.00 X 0 0 0 JERRY KAYNARD DIRECTOR 1.00 X 0 0 0 NATALIE BLUESTEIN DIRECTOR 1.00 X 0 0 0 TERRY FISHER PRESIDENT 1.00 X X 0 0 0 BEN CHASE SECRETARY 1.00 X X 0 0 0 RICHARD STAR TREASURER 1.00 X X 0 0 0 STEVEN GOLDBERG VICE PRESIDENT 1.00 X X 0 0 0 PHYLLIS MARTIN EXECUTIVE DIRECTOR 1.00 45.00 X 0 129561 29761 JANE LITZ CFO 1.00 45.00 X 0 221952 29694 0 351513 59455 0 0 1 0 0 2832216 59503 2832216 MANAGEMENT FEES 611430 249777 249777 249777 616512 616512 3556339 3293605 262734 262734 262734 3961239 249777 0 879246 697182 697182 23000 23000 140677 71636 27616 41425 6738 3434 1322 1982 22886 11443 4577 6866 10419 5309 2044 3066 15714 15714 40281 32181 7120 980 4940 4940 136 136 963 827 86 50 36764 36764 1300 650 260 390 4733 926 3772 35 93789 93789 338 338 41684 5019 1577 35088 ADMINISTRATIVE FEES (FU 247711 247711 DUES & SUBSCRIPTIONS 5079 5000 79 MISCELLANEOUS 2372 1044 586 742 1396706 899355 406727 90624 140492 305305 1780397 239129 800000 2400500 4859 6014 1935 528 949 1407 15437371 19868784 3133270 3093789 274328 265012 21571666 26179940 4738 11744 3950 4738 15694 X 21566928 26164246 21566928 26164246 21571666 26179940 X 2564533 2017102 15683 X X 0 1 X 1 0 X X 2 CHARLESTON JEWISH FEDERATION 576000188 7 1 73640 0 COASTAL COMMUNITY FOUNDATION OF SC INC 237390313 8 1 500 274509 2 74140 274509 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE ORGANIZATION MADE GRANTS TO OTHER ORGANIZATIONS REPRESENTING THE CHARITABLE CLASS SUPPORTED BY ITS SUPPORTED ORGANIZATIONS, THE COASTAL COMMUNITY FOUNDATION OF SC, INC. AND THE CHARLESTON JEWISH FEDERATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26 2580531 318022 9682853 1 1 21146705 3524209 2880281 1603867 50446 247711 25649171 17736762 2108655 2245416 691152 59322 193654 21146705 20744794 279596 -2300456 720786 78617 187769 17736762 17722898 547818 3344993 629171 52177 189567 20744794 16407180 145236 2021624 648809 47604 154729 17722898 1.00000 0.00000 0.00000 0 1 1 1935 528 1407 1407 HEDGES 448313 F PRIVATE CAPITAL 2645476 F 3093789 X PART V, LINE 4: ENDOWMENTS HELD BY THE ORGANIZATION EXIST TO PROVIDE SUPPORT FOR A VARIETY OF PURPOSES INCLUDING OPERATING SUPPORT, FIELDS OF INTEREST, SCHOLARSHIPS, ETC. PART X, LINE 2: THE FOUNDATION DISCLOSES THE EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE FACTS OF THE FOUNDATION'S POSITION AND RECORDS UNRECOGNIZED TAX BENEFITS OR LIABILITIES FOR KNOWN OR ANTICIPATED TAX ISSUES BASED ON THE FOUNDATION'S ANALYSIS OF WHETHER ADDITIONAL TAXES WOULD BE DUE TO THE AUTHORITY GIVEN THEIR FULL KNOWLEDGE OF THE TAX POSITION. THE FOUNDATION HAS COMPLETED ITS ASSESSMENT AND DETERMINED THAT THERE WERE NO TAX POSITIONS WHICH WOULD REQUIRE RECOGNITION FOR THE 2024 TAX YEAR. 1 ADDLESTONE HEBREW ACADEMY 1675 RAOUL WALLENBERG BOULEVARD CHARLESTON SC 29407 570409223 501(C)(3) 141826 0 GENERAL SUPPORT CHARLESTON JEWISH COMMUNITY CENTER FOUNDATION PO BOX 31298 CHARLESTON SC 29417 570352253 501(C)(3) 82049 0 GENERAL SUPPORT CHARLESTON JEWISH FEDERATION PO BOX 80100 CHARLESTON SC 29416 576000188 501(C)(3) 73640 0 GENERAL SUPPORT SYNAGOGUE EMANU-EL 5 WINDSOR DRIVE CHARLESTON SC 29407 570447194 501(C)(3) 65451 0 GENERAL SUPPORT PALMETTO PROJECT INC CHARLESTON OFFICE 6296 RIVERS AVENUE SUITE 100 NORTH CHARLESTON SC 29406 570807801 501(C)(3) 58500 0 GENERAL SUPPORT JEWISH FAMILY SERVICES OF GREATER CHARLESTON 176 CROGHAN SPUR ROAD SUITE CHARLESTON SC 29407 853901332 501(C)(3) 45494 0 GENERAL SUPPORT BRITH SHOLOM BETH ISRAEL SYNAGOGUE 182 RUTLEDGE AVENUE CHARLESTON SC 29403 570364109 501(C)(3) 23549 0 GENERAL SUPPORT OHR TORAH STONE INSTITUTIONS OF ISRAEL 49 W 45TH ST STE 701 NEW YORK NY 10036 133275531 501(C)(3) 21116 0 GENERAL SUPPORT KAHAL KADOSH BETH ELOHIM 90 HASELL STREET CHARLESTON SC 29401 570406806 501(C)(3) 18796 0 GENERAL SUPPORT JEWISH STUDIES CENTER INC YASCHIK/ARNOLD JEWISH STUDIES PROGRAM COLLEGE OF CHARLESTON 66 GE CHARLESTON SC 29424 571094139 501(C)(3) 16109 0 GENERAL SUPPORT WEST END SYNAGOGUE - THE CONGREGATION KHAL KODESH ADATH 3810 W END AVENUE NASHVILLE TN 37205 620513743 501(C)(3) 14750 0 GENERAL SUPPORT CHABAD OF CHARLESTON INC 477 MATHIS FERRY ROAD MOUNT PLEASANT SC 29464 208546631 501(C)(3) 13011 0 GENERAL SUPPORT END IT FOR GOOD INC PO BOX 170 RIDGELAND MS 39158 833778569 501(C)(3) 10000 0 GENERAL SUPPORT BETH ISRAEL CONGREGATION PO BOX 328 401 SCOTTS STREET BEAUFORT SC 29901 611751976 501(C)(3) 10000 0 GENERAL SUPPORT CHARLESTON LITERARY FESTIVAL INC PO BOX 1825 CHARLESTON SC 29402 813123725 501(C)(3) 10000 0 GENERAL SUPPORT CONGREGATION DOR TIKVAH 1645 RAOUL WALLENBERG BOULEVARD CHARLESTON SC 29407 455626741 501(C)(3) 9850 0 GENERAL SUPPORT BBYO 529 14TH STREET STE 705 WASHINGTON DC 20045 311794932 501(C)(3) 7950 0 GENERAL SUPPORT YASCHIKARNOLD JEWISH STUDIES PROGRAM AT THE COLLEGE OF CHARLESTON 96 WENTWORTH ST ROOM 203 CHARLESTON SC 29424 237069236 501(C)(3) 7597 0 GENERAL SUPPORT CHARLESTON SOUTHERN UNIVERSITY BUSINESS CENTER 9200 UNIVERSITY BOULEVARD POST OFFICE BOX 118087 CHARLESTON SC 29423 570474291 501(C)(3) 6000 0 GENERAL SUPPORT FOUNDATION FIGHTING BLINDNESS INC PO BOX 45740 BALTIMORE MD 21297 237135845 501(C)(3) 5200 0 GENERAL SUPPORT 24 0 SCHOLARSHIPS 13 23000 PART I, LINE 2: THE JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA REVIEWS APPROVED CHARITABLE ORGANIZATIONS REGULARLY FOR VALID CHARITABLE STATUS. DOCUMENTATION IS MAINTAINED ON ALL APPROVED ORGANIZATIONS (E.G. GUIDESTAR CHARITY CHECK) AND IS REVIEWED REGULARLY. SCHOLARSHIP APPLICATIONS ARE REVIEWED BY A VOLUNTEER COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. SCHOLARSHIPS ARE PAID DIRECTLY TO THE SCHOOLS ON BEHALF OF THE DESIGNATED SCHOLARSHIP RECIPIENTS. X 0 0 0 0 0 0 0 0 0 JANE LITZ CFO 0 221952 0 0 0 0 0 11270 0 18424 0 251646 0 0 PHYLLIS MARTIN EXECUTIVE DIRECTOR 0 129561 0 0 0 0 0 6608 0 23153 0 159322 0 0 X 4 59503 FMV 0 0 1 0 FORM 990, SCHEDULE M, LINE 31 THE ORGANIZATION ABIDES BY THE GIFT ACCEPTANCE POLICY OF THE COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA, INC., THE SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE COASTAL COMMUNITY FOUNDATION AND THE CHARLESTON JEWISH FEDERATION HAVE THE POWER TO APPOINT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SUBMITTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. IN THE EVENT OF A POTENTIAL CONFLICT DURING THE YEAR, THE INTERESTED BOARD MEMBER SHALL RECUSE HIMSELF/HERSELF FROM ALL DISCUSSIONS AND VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 KEY PERSONNEL IN SUPPORT OF THE FOUNDATION ARE EMPLOYEES OF THE COASTAL COMMUNITY FOUNDATION ("CCF"), THE SUPPORTED ORGANIZATION, AND ARE SUBJECT TO COMPENSATION AND PERSONNEL POLICIES OF CCF. CCF CONSISTENTLY REVIEWS AND DOCUMENTS ITS COMPENSATION STRUCTURE TO ENSURE REASONABLENESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORMS 990 ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN LIFE INSURANCE VALUE -9,317. ENDOWMENT TRANSFERS 25,000. PAGE 12 PART XII LINE 2C THIS PROCESS IS OVERSEEN BY THE SUPPORTED ORGANIZATION, COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA'S AUDIT COMMITTEE. FORM 990, HEADER, SECTION B: THE ORGANIZATION MADE A NAME CHANGE TO "JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA" EFFECTIVE 09/13/2023 AS SHOWN IN THE ATTACHED ARTICLES OF AMENDMENT FILED WITH THE STATE OF SOUTH CAROLINA SECRETARY OF STATE. COASTAL COMMUNITY FOUNDATION OF SC INC 1691 TURNBULL AVE N CHARLESTON SC 29405 237390313 FOSTERING PHILANTHROPY SC 501(C)(3) LINE 8 N/A 0 CHARLESTON JEWISH FEDERATION 176 CROGHAN SPUR ROAD STE 100 CHARLESTON SC 29407 576000188 FOSTERING JEWISH CULTURE SC 501(C)(3) LINE 7 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 COASTAL COMMUNITY FOUNDATION OF SC INC M 93789 FMV COASTAL COMMUNITY FOUNDATION OF SC INC O 180720 FMV COASTAL COMMUNITY FOUNDATION OF SC INC B 500 FMV COASTAL COMMUNITY FOUNDATION OF SC INC C 25000 FMV CHARLESTON JEWISH FEDERATION B 73640 FMV CHARLESTON JEWISH FEDERATION C 111758 FMV