Jewish Community Foundation of Southern Arizona

“Jewish philanthropies of southern arizona is the sole member of the jewish community foundation of southern arizona and the jewish federation of southern arizona.”

“The board has formally assigned the responsibility of reviewing and approving the form 990 to the finance and audit committee. The finance and audit committee meets, reviews and approves the entire public diclosure copy of the return prior to filing. If there are any significant issues, the finance and audit committee will bring them to the board for informational purposes or approval. The form 990 is made available to all board members for their review.”

“Annually every board member is asked to sign a conflict of interest statement as well as complete a form which discloses certain personal and business relationships. The board makes it a practice to put the following reminder on every written agenda that reads "board members must disclose any potential conflict of interest related to the following agenda as well as topics discussed during the meeting". Periodically board members are also verbally reminded at the meeting to disclose any potential conflicts. In addition all employees and committee members are also required to sign a conflict of interest statement.”

“The jewish community foundation of southern arizona and the jewish federation of southern arizona operate under a single ceo model. A well- established firm specializing in the recruitment of executives for non- profit organizations was hired to recruit for the ceo position. It provided information to a task force that recommended, to the board, a compensation package appropriate and comparable to similarly situated executives. The board concurred with the recommendation of the task force and approved a written contract.”

“Copies of the 990 and audited financial statements are available on the organization's website and also available upon request.”

“Jewish philanthropies of southern arizona (jpsa) is committed to achieving the full potential of jewish philanthropy, now and for future generations. Comprised of jewish federation of southern arizona (jfsa or federation) and jewish community foundation (jcf), jpsa provides planning, vision, programming, and funding to address community-wide priorities including jewish engagement, education, outreach, security, and advocacy. Jcf partners with donors and non-profit organizations to achieve their philanthropic goals. Fund holders benefit from jcf's professional services including fund investment, management, reporting, granting, and field of interest research. Jcf works with individual donors, often in collaboration with their professional advisors, to develop legacy plans to fund endowments through testamentary provisions through their wills, trusts, life insurance policies, and other estate vehicles. Jcf manages endowments, donor advised funds, organization endowments, custodial funds, and charitable remainder trusts.”

“Part ix, line 11a - the jewish community foundation of southern arizona (jcf)is a related party of the jewish federation of southern arizona (jfsa). To achieve operational efficiencies, human resources and occupancy related costs are paid by jfsa and charged back to jcf as a shared service based on ftess for wages and square footage for occupancy. Wages and benefits are recorded as management fees on jcf.”

“Volunteers provide guidance and leadership for the organization's mission. Volunteers are comprised of our board of trutees, various committees, task forces and other working groups.”

“Jcfs donor-focused team of professionals provides a personalized approach and a variety of options for charitable and planned giving. As a trusted partner, jcf provides expert guidance, education, reporting, and fund management for individuals and organizations. In 2024, jcf granted and distributed 17.8 million through donor advised funds, donor-established endowments and funds held for the benefit of charitable organizations. Donors and organizations entrusted jcf with 22.5 million in new contributions. Jcf made distributions to more than 500 charitable 501(c)(3) nonprofits in southern arizona, the united states and around the world. The mission of these organizations ranges from addressing critical needs such as housing and food insecurity of the most vulnerable in our communities, providing educational opportunities, supporting art and cultural endeavors to encouraging jewish engagement and identity. Partnering with over 35 nonprofit organizations both jewish and non- jewish, jcf works collaboratively to elevate and expand their impact by helping to steward their endowment and custodial funds. In 2024, jcf developed and implemented the jewish community endowment initiative, which provides agencies and synagogues with training , tools, and customized support for endowment- building efforts that will help ensure the financial sustainability of the organizations. In early 2024, jcf proudly launched its trusted charitable advisor program. Estate planning attorneys, cpas, and financial advisors attended a series of workshops on how to best support their clients charitable giving both during their lifetimes and through estate plans. The program focused on integrating charitable planning into holistic financial strategies aligning clients value with community impact.”

“Change in value of split int. Agrmt. 34,093”