Return of Organization Exempt from Income
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l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493042005381 Return of Organization Exempt From Income Tax OMB No 1545-0047 Form 990 Under section 501 (c), 527, or 4947( a)(1) of the Internal Revenue Code (except black lung 2009 benefit trust or private foundation) Department of the Treasury • . Internal Revenue Service 0- The organization may have to use a copy of this return to satisfy state reporting requirements A For the 2009 calendar year, or tax year beginning 07 -01-2009 and ending 06 -30-2010 C Name of organization D Employer identification number B Check if applicable Please Jewish Communal Fund F Address change use IRS 23-7174183 label or Doing Business As E Telephone number F Name change print or type . See (212 ) 752-8277 F Initial return Specific N um b er and st reet (or P 0 box if mai l is not d e l ivered to st ree t a dd ress ) R oom/suite Instruc - 575 MADISON AVENUE G Gross receipts $ 5,943,056,031 F_ Terminated tions . F-Amended return City or town, state or country, and ZIP + 4 NNEW YORK, NY 10022 F_ Application pending F Name and address of principal officer H(a) Is this a group return for SUE DICKMAN EXECUTIVE VP affiliates? fl Yes F No 575 MADISON AVENUE NEWYORK,NY 10022 H(b) Are all affiliates included ? fl Yes F_ No If"No," attach a list (see instructions) I Tax - exempt status F 501( c) ( 3 ) -4 (insert no ) 1 4947(a)(1) or F_ 527 H(c) Group exemption number 0- 3 Website :1- WWWJEWISHCOMMUNALFUNDORG K Form of organization F Corporation 1 Trust F_ Association 1 Other 1- L Year of formation 1972 M State of legal domicile NY urnmar y 1 Briefly describe the organization's mission or most significant activities TO FACILITATE AND PROMOTE PHILANTHROPY w 2 Check this box Of- if the organization discontinued its operations or disposed of more than 25% of its net assets 3 Number ofvoting members of the governing body (Part VI, line 1a) . 3 21 4 Number of independent voting members of the governing body (Part VI, line 1b) 4 21 5 Total number of employees (Part V, line 2a) 5 14 6 Total number of volunteers (estimate if necessary) . 6 0 7a Total gross unrelated business revenue from Part VIII, column (C), line 12 . 7a 64,364 b Net unrelated business taxable income from Form 990-T, line 34 7b 0 Prior Year Current Year 8 Contributions and grants (Part VIII, line 1h) . 142,872,382 381,036,314 9 Program service revenue (Part VIII, line 2g) 0 0 N 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d . -5,999,384 7,119,374 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0 12 Total revenue-add lines 8 through 11 (must equal Part VIII, column (A), line 12) . 136,872,998 388,155,688 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3 . 275,626,945 238,913,307 14 Benefits paid to or for members (Part IX, column (A), line 4) . 0 0 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5- 10) 1,890,156 1,972,327 16a Professional fundraising fees (Part IX, column (A), line 11e) . 0 0 b Total fundraising expenses (Part IX, column (D), line 25) 0-656,461 17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24f) . 2,781,487 2,270,327 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 280,298,588 243,155,961 19 Revenue less expenses Subtract line 18 from line 12 -143,425,590 144,999,727 Beginning of Current End of Year YearYea 20 Total assets (Part X, line 16) . 774,321,736 971,494,393 %T 21 Total liabilities (Part X, line 26) . 413,267 397,987 ZLL 22 Net assets or fund balances Subtract line 21 from line 20 773,908,469 971,096,356 Signature Block Under penalties of perjury, I declare that I have examined this return, including a and belief, it is true, correct, and complete Declaration of preparer (other than o Sign Here Signature of officer SUE DICKMAN EXECUTIVE VICE PRESIDENT Type or print name and title Preparer's Date signature Paid r-IOFC1 -. a "rm-s name for yours L1SNLKHMPLK LLP if self-employed), Use Only address, and ZIP + 4 750 THIRD AVENUE NEW YORK, NY 100172703 May the IRS discuss this return with the preparer shown above? (see instructs Form 990 ( 2009) Page 2 Statement of Program Service Accomplishments 1 Briefly describe the organization's mission THE JEWISH COMMUNAL FUND IS COMMITTED TO FACILITATING CHARITABLE GIVING AND MAKING IT POSSIBLE FOR INDIVIDUALS AND FAMILIES TO MEET THEIR PHILANTROPIC GOALS IN PARTNERSHIP WITH OUR DONORS, WE SUPPORT VOLUNTARY ORGANIZATIONS - SECTARIAN AND NONSECTARIAN - THAT RESPOND TO NEEDS IN ALL SECTORS OF SOCIETY HEALTH, EDUCATION, SOCIAL SERVICES, THE ENVIRONMENT, RELIGION AND THE ARTS JCF ESTABLISHED FOUR DISTINCT TYPES OF PHILANTHROPIC FUNDS UNDESIGNATED FUNDS, WHERE THE PRIVILEGE OF GRANT RECOMMENDATION IS GIVEN TO THE DONOR (AND HIS OR HER DESIGNEES) AND THE DISTRIBUTION OF PRINCIPAL AND INCOME IS GOVERNED BY JCF GRANT GUIDELINES GRANT MAKING IS SUBJECT TO THE APPROVAL OF THE BOARD OFTRUSTEES AND THE CHARITABLE DISTRIBUTION COMMITTEE DESIGNATED FUNDS, WHERE THE BENEFICIARIES AND THE SCHEDULE OF DISTRIBUTIONS ARE ESTABLISHED AT THE TIME OF THE GIFT AND ARE APPROVED BY THE CHARITABLE DISTRIBUTION COMMITTEE BEFORE JCF ACCEPTS THE GIFT SEMI-DESIGNATED FUNDS, WHERE THE FIELD OF GRANT IS LI Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990 -EZ'' . fl Yes F No If "Yes," describe these new services on Schedule 0 Did the organization cease conducting , or make significant changes in how it conducts , any program services ? . F Yes F No If "Yes," describe these changes on Schedule 0 Describe the exempt purpose achievements for each of the organization 's three largest program services by expenses Section 501 ( c)(3) and 501(c)(4) organizations and section 4947( a)(1) trusts are required to report the amount of grants and allocations to others , the total expenses, and revenue , if any, for each program service reported 4a (Code ) ( Expenses $ 239,486,016 including grants of $ 238,913,307 ) (Revenue $ OUR PRIMARY RESPONSIBILITY IS TO SERVE DONORS WHO HAVE ENTRUSTED US WITH THEIR CHARITABLE DOLLARS WE TAKE THIS RESPONSIBILITY VERY SERIOUSLY AND ARE COMMITTED TO TREATING OUR DONORS WITH THE UTMOST INTEGRITY AND RESPECT WE HONOR OUR COMMITMENT TO DONORS BY PROVIDING SERVICES THAT MAKE THEIR CHARITABLE GIVING ADMINISTRATIVELY EFFICIENT, ECONOMICALLY ADVANTAGEOUS, AND PERSONALLY REWARDING THESE INCLUDE SIMPLIFYING THE GRANT-MAKING PROCESS SO THAT DONOR CONTRIBUTIONS FLOW QUICKLY AND EASILY IN THE CHARITABLE STREAM, OFFERING A CHOICE OF INVESTMENT VEHICLES DESIGNED TO HELP DONORS' CHARITABLE DOLLARS GROW, KEEPING DONORS INFORMED ABOUT CHANGING TAX LAWS THAT MAY IMPACT THEIR CHARITABLE GIVING, SUGGESTING WAYS FOR DONORS TO INCORPORATE PHILANTHROPY INTO THEIR ESTATE AND GIFT PLANNING, EDUCATING DONORS ABOUT GRANT-MAKING STRATEGIES AND COMMUNAL PHILANTHROPIC RESOURCES, SAFEGUARDING DONOR CONFIDENTIALITY, AND FACILITATING INTERGENERATIONAL PHILANTHROPY 4b (Code (Expenses $ including grants of $ (Revenue $ 4c (Code (Expenses $ including grants of $ (Revenue $ 4d Other program services (Describe in Schedule 0 ) (Expenses $ including grants of $ ) (Revenue $ 4e Total program service expenses $ 239,486,016 Form 990 (2009) Form 990 (2009) Page 3 Checklist of Required Schedules Yes No 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," Yes complete Schedule As . ^ 1 2 Is the organization required to complete Schedule B, Schedule of Contributors? IN . 2 Yes 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to No candidates for public office? If "Yes,"complete Schedule C, Part I . 3 4 Section 501 ( c)(3) organizations . Did the organization engage in lobbying activities? If "Yes,"complete Schedule C, No Part II . 4 5 Section 501 ( c)(4), 501 ( c)(5), and 501 ( c)(6) organizations . Is the organization subject to the section 6033(e) notice and reporting requirement and proxy tax's If "Yes,"complete Schedule C, Part III . 5 6 Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes,"complete Yes Schedule D, Part Is . 6 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, No the environment, historic land areas or historic structures? If "Yes,"complete Schedule D, Part II9!^ 7 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," N o complete Schedule D, Part III . 8 9 Did the organization report an amount in Part X, line 21, serve as a custodian for amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," N complete Schedule D, Part IV . 9 10 Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi- 10 Yes endowments? If "Yes,"complete Schedule D, Part 15 11 Is the organization's answer to any of the following questions "Yes"? If so,complete Schedule D, Yes Parts VI, VII, VIII, IX, orXas applicable .. c 11 * Did the organization report an amount for land, buildings, and equipment in Part X, line107 If "Yes,"complete Schedule D, Part VI.