2026-05-29T10:15:37-05:00 2025-08-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-09-01 222817215 FOUNDATION OF THE JEWISH FAMILY AND CHILDREN'S SERVICE OF PHILADELPHIA INC FOUN 2672562113 345 MONTGOMERY AVE REAR BALA CYNWYD PA 190042801 ROBIN BRANDIES CEO 2672562113 2026-05-28 1 1 AARON FOX P01365820 2022274000 2026-05-28 2024 2025-03-06 01:10:19Z ROBIN BRANDIES 345 MONTGOMERY AVE REAR BALA CYNWYD PA 190042801 3326755 0 X WWW.JFCSPHILLY.ORG X 1994 PA THE FOUNDATION OF THE JEWISH FAMILY AND CHILDREN'S SERVICES OF GREATER PHILADELPHIA IS A SUBORDINATE ORGANIZATION UNDER JFCS. THE COMMITMENT OF THE FOUNDATION IS TO SUPPORT THE ENTITY IN ITS LEADERSHIP ROLE OF NURTURING AND SUPPORTING FAMILIES, INDIVIDUALS AND CHILDREN IN THE GREATER PHILADELPHIA AREA. 9 9 0 8 0 0 22481 20622 0 0 1888700 681559 0 0 1911181 702181 1120158 1188173 0 0 0 0 0 0 0 133084 153889 1253242 1342062 657939 -639881 20320073 21050321 188656 199739 20131417 20850582 X THE FOUNDATION OF THE JEWISH FAMILY AND CHILDREN'S SERVICES OF GREATER PHILADELPHIA IS A SUBORDINATE ORGANIZATION UNDER JFCS. THE COMMITMENT OF THE FOUNDATION IS TO SUPPORT THE ENTITY IN ITS LEADERSHIP ROLE OF NURTURING AND SUPPORTING FAMILIES, INDIVIDUALS AND CHILDREN IN THE GREATER PHILADELPHIA AREA. 0 0 1268173 1188173 SUPPORTS THE STATED PURPOSE OF THE JEWISH FAMILY AND CHILDREN'S SERVICES OF THE GREATER PHILADELPHIA, WHICH PROVIDES AMONG OTHER SERVICES, INDIVIDUAL AND FAMILY COUNSELING, TEMPORARY FINANCIAL ASSISTANCE, DRUG EDUCATION IN PUBLIC SCHOOLS AND CARE FOR NEGLECTED AND DEPENDENT CHILDREN. 1268173 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 PA X THE ORGANIZATION 2672562113 345 MONTGOMERY AVE REAR BALA CYNWYD PA 190042801 ROBERT KAGAN PRESIDENT 1.00 X X 0 0 0 ARI PONTZ CHIEF INVESTMENT OFFICER 1.00 X X 0 0 0 DOUGLAS SCHLEICHER DIRECTOR 1.00 X 0 0 0 ARTHUR KARAFIN DIRECTOR 1.00 X 0 0 0 RICHARD GROBMAN DIRECTOR 1.00 X 0 0 0 CARL SCHNEIDER DIRECTOR 1.00 X 0 0 0 ZACHARY GOLEN DIRECTOR 1.00 X 0 0 0 CARL ROSENFELD DIRECTOR 1.00 X 0 0 0 CHARLES ROBBINS DIRECTOR 1.00 X 0 0 0 PAULA GOLDSTEIN CEO (TO 08/2025) 1.00 35.00 X 0 265448 28103 ROBIN BRANDIES CEO (AS OF 09/2025) 1.00 35.00 X 0 0 0 0 265448 28103 0 0 1 0 0 20622 20622 601778 601778 2704355 2624574 79781 79781 79781 702181 0 0 681559 1188173 1188173 5273 5273 53616 53616 15000 15000 80000 80000 1342062 1268173 73889 0 181504 574027 11170995 11008461 7935491 8483672 1032083 984161 20320073 21050321 188656 199739 188656 199739 X 3251932 3234064 16879485 17616518 20131417 20850582 20320073 21050321 X -639881 1347442 11604 X 0 1 X 1 0 X X 1 JEWISH FAMILY & CHILDREN'S SERVICE OF GREATER PHILADELPHIA 231352026 7 1 1268173 0 1 1268173 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C, LINE 1 THERE IS NOT A MAJORITY OVERLAP IN REGARD TO THE BOARD OF DIRECTORS. HOWEVER, THERE IS COMMON FISCAL AND ADMINISTRATIVE MANAGEMENT. THERE IS COMMON EXECUTIVE MANAGEMENT. ALSO, THE AGENCY IS AN ACTIVE PARTICIPANT IN FOUNDATION BOARD MEETINGS AND ACTIVITIES. 20131417 20622 1986990 1288447 20850582 18460247 22481 2852547 1203858 20131417 18287629 25283 1291933 1144598 18460247 21543299 25749 -2276720 1004699 18287629 19255103 78854 2908507 699165 21543299 0.15511 0.74355 0.10134 1 0 0 TRUSTS HELD BY OTHERS 8483672 F 8483672 DUE TO JFCS 199739 199739 X 2007611 1347442 11604 1359046 648565 53616 53616 702181 1288446 0 1288446 53616 53616 1342062 PART V, LINE 4: THE FUNCTION AND USE OF THE ENDOWMENT FUNDS OWNED AND MAINTAINED BY AN AFFILIATED ENTITY, FOUNDATION OF THE JEWISH FAMILY & CHILDREN'S SERVICE OF PHILADELPHIA, INC ARE TO PROVIDE SUPPORT TO THE OPERATIONS OF THE JEWISH FAMILY AND CHILDREN'S SERVICE OF GREATER PHILADELPHIA. PART X, LINE 2: JFCS AND THE FOUNDATION ARE NONPROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF AUGUST 31, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGES IN ASSETS HELD BY JEWISH FEDERATION OF GREATER PHILADELPHIA 11,604. 1 JEWISH FAMILY & CHILDREN'S SERVICE OF GREATER PHILADELPHIA 345 MONTGOMERY AVE BALA CYNWYD PA 19004 231352026 1188173 0 SUPPORT PROGRAM SERVICES OF JFCS 1 0 0 0 0 0 0 0 0 0 0 PAULA GOLDSTEIN CEO (TO 08/2025) 0 265448 0 0 0 0 0 28103 0 0 0 293551 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERS ARE THE OFFICERS ACTING ON THEIR OFFICIAL CAPACITY OF JEWISH FAMILY AND CHILDREN'S SERVICE OF GREATER PHILADELPHIA. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE ORGANIZATION'S BOARD OF DIRECTORS. THE MEMBERS MAY REMOVE DIRECTORS FROM OFFICE. THE MEMBERS MAY AMEND THE BY-LAWS, AND HAVE THE POWER TO FURTHER ALTER, AMEND OR REPEAL THE BY-LAWS FOLLOWING ACTION BY THE BOARD OF DIRECTORS TO ALTER, AMEND, OR REPEAL BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7B OFFICERS OF THE BOARD ARE APPOINTED BY THE DIRECTORS FOR ONE YEAR TERMS AND UNTIL THEIR SUCCESSORS ARE DULY ELECTED AND QUALIFIED. THE BOARD OF DIRECTORS MAY CONSIST OF NOT LESS THAN 3 INDIVIDUALS, WITH A LIMIT UP TO 20, AND ARE RESPONSIBLE FOR THE BUSINESS AFFAIRS OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PREPARED BY THE ORGANIZATION'S AUDITORS FROM INFORMATION PROVIDED BY MANAGEMENT. IT IS REVIEWED BY MANAGEMENT AND THEN PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW BEFORE IT IS VOTED ON BY THE BOARD OF DIRECTORS THEN FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES BOARD MEMBERS TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT ANNUALLY, WHICH DISCLOSE ANY CONFLICTS IDENTIFIED. THE STATEMENTS ARE REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND BOARD, AND IF A CONFLICT OF INTEREST IS DISCOVERED, AN APPROPRIATE REMEDY IS CONSIDERED AND DECIDED UPON. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC FOR INSPECTION AT JFCS HEADQUARTERS UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGES IN ASSETS HELD BY JEWISH FEDERATION OF GREATER PHILADELPHIA 11,604. JEWISH FAMILY AND CHILDREN'S SERVICES OF GREATER PHILADELPHIA 345 MONTGOMERY AVENUE PHILADELPHIA PA 19004 231352026 PROVIDE QUALITY SOCIAL & COMMUNITY SERVICES PA 501(C)(3) LINE 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 JEWISH FAMILY AND CHILDREN'S SERVICES OF GREATER PHILADELPHIA B 1188173 CASH JEWISH FAMILY AND CHILDREN'S SERVICES OF GREATER PHILADELPHIA E 199739 LOAN AGREEMENT JEWISH FAMILY AND CHILDREN'S SERVICES OF GREATER PHILADELPHIA R 80000 CASH