Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2011 and ending 06-30-2012
BCheck if applicable:
CName of organization
JEWISH COMMUNITY FOUNDATION OF METROWEST INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
901 ROUTE 10
 
Room/suite
City or town, state or country, and ZIP + 4
WHIPPANY, NJ079811156
D Employer identification number

22-1714130
E Telephone number

G Gross receipts $ 34,407,103
F Name and address of principal officer:
HOWARD RABNER
901 ROUTE 10
WHIPPANY,NJ079811156
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.JCFMETROWEST.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1949
M State of legal domicile: NJ
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: The mission of JCF is to service the charitable aims and interests of JCF donors by gathering, investing and disbursing charitable funds to enhance and ensure the continuity of charitable institutions.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 46
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 43
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 9
6 Total number of volunteers (estimate if necessary) .... 6 43
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b  
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 9,127,420 27,175,527
9 Program service revenue (Part VIII, line 2g) ......... 497,755 537,829
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,219,947 4,132,346
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 400,757 465,597
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 14,245,879 32,311,299
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 10,378,230 11,310,936
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) 1,103,475 1,056,364
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,253,241    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 2,398,841 2,444,740
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 13,880,546 14,812,040
19 Revenue less expenses. Subtract line 18 from line 12....... 365,333 17,499,259
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 186,789,989 198,095,239
21 Total liabilities (Part X, line 26)............. 91,184,212 89,205,881
22 Net assets or fund balances. Subtract line 21 from line 20..... 95,605,777 108,889,358
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: THE MISSION OF JCF IS TO SERVICE THE CHARITABLE AIMS AND INTERESTS OF JCF DONORS BY GATHERING, INVESTING AND DISBURSING CHARITABLE FUNDS ON THEIR BEHALF AND ENCOURAGING ALLOCATION OF THESE MONIES TO ENHANCE AND ENSURE THE CONTINUITY OF CHARITABLE INSTITUTIONS DESIGNED BY THE DONOR AND APPROVED BY THE JCF BOARD.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured 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 $ 13,304,008 including grants of $ 11,310,936 ) (Revenue $ 5,135,772 )
Endowment funds provide a critical base of support, serving UJC MetroWest and our partner agencies as they strive to meet pressing needs locally, in Israel and around the world. In recent years, JCF has been the focus of new and innovative community development and programmatic initiatives. We house a planned gift and endowment development department staffed by gift planning professionals who are prepared to assist donors and their families with all aspects of charitable gift plan design and implementation. JCF manages the administration of Donor Advised Funds and Supporting Foundations, working closely with donors and their families in helping them achieve their philanthropic goals. The Foundation takes responsibility for all aspects of managing these funds, enabling our donors to focus on their charitable giving. THERE ARE CURRENTLY XXXXXX FUNDS THAT DISTRIBUTED A TOTAL OF $XXXXXX TO XXX CHARITIES.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 13,304,008
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
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,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
Yes
 
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,”
complete Schedule D, Part IVClick to see attachment...................
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II.........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
26
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
9
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
Yes
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
No
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
46
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
43
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
NJ
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
HOWARD RABNER
901 ROUTE 10
WHIPPANY,NJ079811156
(973) 929-3000
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) GARY AIDEKMAN
TRUSTEE
 1.0 X           0 0 0
(2) MARTIN BARBER
PAST PRESIDENT & TRUSTEE
 1.0 X           0 0 0
(3) GARY BEINHAKER
TRUSTEE
 1.0 X           0 0 0
(4) ELISA BILDNER
TRUSTEE
 1.0 X           0 0 0
(5) CANDY BLAU
TRUSTEE
 1.0 X           0 0 0
(6) JEFFREY BRAEMER
TRUSTEE
 1.0 X           0 0 0
(7) LESLIE DANNIN ROSENTHAL
TRUSTEE
 1.0 X           0 0 0
(8) DANIEL DRENCH
PAST PRESIDENT & TRUSTEE
 1.0 X           0 0 0
(9) ANNA FISCH
TRUSTEE
 1.0 X           0 0 0
(10) MARTIN FOX
TRUSTEE
 1.0 X           0 0 0
(11) NEIL GOLDSTEIN
PAST PRESIDENT & TRUSTEE
 1.0 X           0 0 0
(12) MICHAEL GOOEN
TRUSTEE
 1.0 X           0 0 0
(13) LAWRENCE GOTFRIED
TRUSTEE
 1.0 X           0 0 0
(14) PAULA GOTTESMAN
PAST PRESIDENT & TRUSTEE
 1.0 X           0 0 0
(15) KENNETH HEYMAN
PRESIDENT
 6.0 X   X       0 0 0
(16) ALLAN JANOFF
TRUSTEE
 1.0 X           0 0 0
(17) STEPHEN KEPRISS
TRUSTEE
 1.0 X           0 0 0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) AVA KLEINMAN
TRUSTEE
 1.0 X           0 0 0
(19) MAX KLEINMAN
SECRETARY
 8.0 X   X       64,595 258,381 120,209
(20) LORI KLINGHOFFER
TRUSTEE
 1.0 X           0 0 0
(21) ELEANOR KRAMER
TRUSTEE
 1.0 X           0 0 0
(22) SCOTT KRIEGER
TRUSTEE
 1.0 X           0 0 0
(23) PETER LANGEMAN
TRUSTEE
 1.0 X           0 0 0
(24) SIMON LEVIN
PAST PRESIDENT & TRUSTEE
 1.0 X           0 0 0
(25) STEVEN LEVY
VICE-PRESIDENT
 1.0 X   X       0 0 0
(26) JEROME LOWENGRUB
PAST PRESIDENT & TRUSTEE
 1.0 X           0 0 0
(27) JEAN MANDELL
TRUSTEE
 1.0 X           0 0 0
(28) MAXINE MURNICK
TRUSTEE
 1.0 X           0 0 0
(29) SUSANNE NEWMARK
TRUSTEE
 1.0 X           0 0 0
(30) HARRIS NYDICK
TREASURER
 1.0 X   X       0 0 0
(31) SAMUEL PEPPER
TRUSTEE
 1.0 X           0 0 0
(32) RICHARD PERL
TRUSTEE
 1.0 X           0 0 0
(33) HOWARD RABNER
CFO/COO/ASSISTANT TREASURER
 10.0 X   X       51,777 155,332 17,511
(34) JOSHUA REDNIK
EXEC DIRECTOR & ASSIST SEC
 40.0 X   X       162,771 0 6,477
(35) HARRIET ROSENTHAL
TRUSTEE
 1.0 X           0 0 0
(36) DAVID SAGINAW
VICE-PRESIDENT
 1.0 X   X       0 0 0
(37) PAULA SAGINAW
TRUSTEE
 1.0 X           0 0 0
(38) MICHAEL SCHECHNER
TRUSTEE
 1.0 X           0 0 0
(39) FLOYD SHAPIRO
PAST PRESIDENT & TRUSTEE
 1.0 X           0 0 0
(40) SANDRA SHERMAN
Vice President
 1.0 X           0 0 0
(41) STEPHANIE SHERMAN
TRUSTEE
 1.0 X           0 0 0
(42) ANDREW STAMELMAN
PAST PRESIDENT & TRUSTEE
 1.0 X           0 0 0
(43) MICHAEL WEINSTOCK
TRUSTEE
 1.0 X           0 0 0
(44) MARK YADGAROFF
TRUSTEE
 1.0 X           0 0 0
(45) EUGENIA YUDANIN
TRUSTEE
 1.0 X           0 0 0
(46) EDWARD ZINBARG
TRUSTEE
 1.0 X           0 0 0
(47) SUSAN MATTISINKO
GENERAL COUNSEL
 40.0     X       35,512 0 160
(48) HILARIA GOOTBLATT
CORPORATE CONTROLLER
 2.0         X   5,736 108,992 385
(49) BARRY MILCHMAN
CONTROLLER
 40.0         X   106,410 0 376
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 426,801 522,705 145,118
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet2
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
NEUBERGER BERMAN
605 THIRD AVENUE
NEW YORK,NY10157 		INVESTMENT MGMT FEES 321,826
PETER B CANNELL CO
645 MADISON AVENUE
NEW YORK,NY10022 		INVESTMENT MGMT FEES 108,856
MT BANK
1800 WASHINGTON BLVD 8TH FLOOR
BALTIMORE,MD21230 		INVESTMENT MGMT FEES 174,971
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet3
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		27,175,527
g Noncash contributions included in lines 1a-1f:$ 5,067,042
h Total. Add lines 1a-1f.......MediumBullet 27,175,527
Program Service Revenue Business Code
2a ADMINISTRATIVE FEE INCOME MANAGED FUNDS 523,930 537,829 537,829    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 537,829
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 2,057,834 2,057,834    
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 2,261,865  
b Less: rental expenses 2,095,804  
c Rental income or (loss) 166,061  
d Net rental income or (loss).......MediumBullet 166,061 166,061    
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 2,074,512  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 2,074,512  
d Net gain or (loss)..........MediumBullet 2,074,512 2,074,512    
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a MISCELLANEOUS 900,099 299,536 299,536    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 299,536
12 Total revenue. See Instructions....MediumBullet 32,311,299 5,135,772    
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 10,960,936 10,960,936
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 350,000 350,000
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 330,177 130,420 34,669 165,088
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 622,488 245,883 65,361 311,244
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 31,325 12,373 3,289 15,663
9 Other employee benefits ....... 10,236 4,043 1,074 5,119
10 Payroll taxes ........... 62,138 24,545 6,524 31,069
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 3,914 1,546 411 1,957
c Accounting ........... 65,400 25,833 6,867 32,700
d Lobbying ........... 0      
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 1,034,560 1,034,560    
g Other .......... 12,948 5,114 1,360 6,474
12 Advertising and promotion .... 12,552 4,958 1,318 6,276
13 Office expenses ....... 23,591 9,318 2,477 11,796
14 Information technology ...... 93,238 36,829 9,790 46,619
15 Royalties .. 0      
16 Occupancy ........... 91,744 36,239 9,633 45,872
17 Travel ............ 9,011 3,559 946 4,506
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 5,928 2,342 622 2,964
20 Interest ........... 62,750 24,786 6,589 31,375
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 956,262 377,723 100,408 478,131
23 Insurance .............. 16,077 6,350 1,688 8,039
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a FUNDRAISING COSTS 39,930 0 0 39,930
b STAFF TRAINING & DEVELOPMENT 4,050 1,600 425 2,025
c DUES AND SUBSCRIPTIONS 12,785 5,051 1,340 6,394
d
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 14,812,040 13,304,008 254,791 1,253,241
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 80,064 1 132,802
2 Savings and temporary cash investments ....... 5,682,918 2 462,488
3 Pledges and grants receivable, net ......... 206,120 3 1,064,678
4 Accounts receivable, net ......... 407,530 4 403,604
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 0 7 1,134,064
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges ............ 34,082 9 30,802
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 43,861,397
b Less: accumulated depreciation. ..... 10b 31,721,493 13,621,820 10c 12,139,904
11 Investments—publicly traded securities .......... 135,160,516 11 136,194,931
12 Investments—other securities. See Part IV, line 11 ...... 29,198,548 12 44,221,969
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 2,398,391 15 2,309,997
16 Total assets. Add lines 1 through 15 (must equal line 34)... 186,789,989 16 198,095,239
Liabilities 17 Accounts payable and accrued expenses . 404,719 17 372,621
18 Grants payable .......... 92,830 18 532,202
19 Deferred revenue .......... 1,288,341 19 1,275,431
20 Tax-exempt bond liabilities .......... 5,400,000 20 5,400,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 82,161,169 21 79,932,044
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 1,837,153 25 1,693,583
26 Total liabilities. Add lines 17 through 25..... 91,184,212 26 89,205,881
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 65,279,900 27 85,065,105
28 Temporarily restricted net assets ..... 26,105,266 28 19,563,702
29 Permanently restricted net assets ..... 4,220,611 29 4,260,551
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 95,605,777 33 108,889,358
34 Total liabilities and net assets/fund balances ..... 186,789,989 34 198,095,239
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
32,311,299
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
14,812,040
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
17,499,259
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
95,605,777
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-4,215,678
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
108,889,358
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
JEWISH COMMUNITY FOUNDATION OF METROWEST INC
 
Employer identification number

22-1714130
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 13,969,447 7,011,855 4,128,390 9,127,420 27,175,527 61,412,639
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 13,969,447 7,011,855 4,128,390 9,127,420 27,175,527 61,412,639
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           23,869,180
6 Public Support. Subtract line 5 from line 4.           37,543,459
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4.. 13,969,447 7,011,855 4,128,390 9,127,420 27,175,527 61,412,639
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 7,004,583 4,115,458 2,933,135 4,341,425 2,057,833 20,452,434
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..         299,536 299,536
11 Total support (Add lines 7 through 10).           82,164,609
12
12
1,930,524
13
Section C. Computation of Public Support Percentage
14
14
45.693 %
15
15
56.529 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
JEWISH COMMUNITY FOUNDATION OF METROWEST INC
 
Employer identification number

22-1714130
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
JEWISH COMMUNITY FOUNDATION OF METROWEST INC
  		Employer identification number

22-1714130
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
JEWISH COMMUNITY FOUNDATION OF METROWEST INC
  		Employer identification number

22-1714130
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
JEWISH COMMUNITY FOUNDATION OF METROWEST INC
  		Employer identification number

22-1714130
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
JEWISH COMMUNITY FOUNDATION OF METROWEST INC
 
Employer identification number

22-1714130
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....... 265  
2 Aggregate contributions to (during year) ... 26,280,923  
3 Aggregate grants from (during year) ... 9,958,421  
4 Aggregate value at end of year ....... 68,052,160  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 5,152,696 4,404,353 4,252,529 4,623,391
b Contributions ........ 39,940 107,578 153,696 174,641
c Net investment earnings, gains, and losses ... -1,109,818 815,612 -1,872 -545,504
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		234,370 174,847    
f Administrative expenses ....        
g End of year balance ...... 3,848,448 5,152,696 4,404,353 4,252,528
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet81.000 %
c
Temporarily restricted endowment SchDMd Bullet19.000 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 333,592 2,953,206 3,286,798
b Buildings ................ 20,946,875 17,007,417 30,418,658 7,535,634
c Leasehold improvements ............        
d Equipment ................ 1,002,472 1,617,835 1,302,835 1,317,472
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 12,139,904
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) LIMITED PARTNERSHIP INTEREST 		44,221,969 F








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 44,221,969
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
SECURITY DEPOSIT PAYABLE 0
SPLIT INTEREST AGREEMENT 1,693,583







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,693,583
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 32,311,299
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 14,812,040
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 17,499,259
4 Net unrealized gains (losses) on investments .......................... 4 -3,450,694
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8 -1,333,844
9 Total adjustments (net). Add lines 4 through 8 ......................... 9 -4,784,538
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 12,714,721
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 36,452,853
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a -3,450,694
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d 7,592,248
e Add lines 2a through 2d ..................... 2e 4,141,554
3 Subtract line 2e from line 1..................... 3 32,311,299
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 32,311,299
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 23,738,132
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d 8,926,092
e Add lines 2a through 2d...................... 2e 8,926,092
3 Subtract line 2e from line 1..................... 3 14,812,040
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 14,812,040
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Reconciliation of Revenue to audited financial statements Schedule D, Page 4, Reconciliation of Revenue, line 2(d) VALUATION ALLOWANCES $(234,147); RENTAL EXPENSES NETTED AGAINST REVENUE FOR PRESENTATION IN FORM 990 INCLUDED AS EXPENSE IN FINANCIAL STATEMENTS - $2,095,804; SUPPORTING FOUNDATION REVENUES INCLUDED IN CONSOLIDATED FINANCIALS STATEMENTS BUT EXCLUDED FROM FORM 990 - $5,730,591; TOTAL REVENUE ADJUSTMENT $7,592,248.
Uses of Endowment Funds Schedule D, Page 2, Part V, Line 4 The intended uses for the Endowment Funds are for humanitarian, educational, cultural and religious needs in the local community, nationally and throughout the world.
Collections of Art Schedule D, Page 1, Part III, Line b(ii) COLLECTIONS OF ART INCLUDE MEMORIAL SCULPTURES IN REMEMBRANCE OF THE VICTIMS AND SURVIVORS OF THE HOLOCAUST, ACTING AS A SOLemn SYMBOL OF THE GENOCIDE.
ASC 740 FOOTNOTE Schedule D, Page 3, Part X, Line 2 The Foundation is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for federal income taxes has been recorded in the statements of activities and changes in net assets. Management has determined that there are no uncertain tax positions at the Foundation at June 30, 2012 or 2011. There are no open tax years prior to June 2009. In addition, the Foundation did not have any income tax related penalties or interest for the periods reported in the financial statements.
RECONCILIATION OF CHANGE IN NET ASSETS PART XI, QUESTION 8 There are supporting organizations included in the consolidated financial statements for JCF that are not included in the Form 990 as they are separate legal entities that file their own Form 990's. They are included in the financial statements as required by generally accepted accounting principles in the United States. The change in net assets for these supporting organizations for the year ended June 30, 2012 was $(568,861) and has been shown as a reconciling item to the audited financial statements. Additionally, there are adjustments for change in value of split interest agreements of $(764,983) that have been shown as revenues or expenses in the consolidated financial statements, but are not shown as revenues or expenses in the Form 990 that have been adjusted here.
CUSTODIAL ARRANGEMENTS SCHEDULE D, PART IV, LINE 2B CUSTODIAL ARRANGEMENTS represent funds provided to the Foundation by BOTH RELATED BENEFICIARY AGENCIES AND unrelated, non-beneficiary agencies to be invested. The investment earnings allocable to these funds are recorded as a liability. These funds are invested in the various pools offered by the Foundation based on instructions received from the investors pursuant to written agreements. Certain investment pools allow the investors to withdraw funds with relatively short notice (on demand) while other investment pools place significant restrictions on an investors ability to withdraw funds (over several years).
Reconciliation of expenses to audited statements Schedule D, Page 4, Part XIII, Line 2 (d) Expenses of $6,299,452 of the supporting organizations are included in the consolidated audited financial statements. Additionally, rental expenses of $2,095,804 included in the expenses on the audited financial statements are netted against rental income in the Form 990. Adjustments for split interest agreements of $530,836 were netted against revenue adjustments from other split interest agreements in the presentation for Form 990. Total adjustments above equal $8,926,092.
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
JEWISH COMMUNITY FOUNDATION OF METROWEST INC
 
Employer identification number

22-1714130
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ..............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other
assistance outside the United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Middle East and North Africa 0 0 Grantmaking   350,000
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 350,000
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 0 0 350,000
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Middle East/North Africa General Charitable Purposes 350,000 Wire      
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
1
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
Monitoring use of grant funds outside the US schedule f, part i, line 2 JCF'S BOARD APPROVES ALL GRANTS TO OTHER ORGANIZATIONS. Grants paid to an organization based in the United States that is to be used in foreign locations have been included on Schedule F in accordance with the instructions.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
Additional Data


Software ID:  
Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
JEWISH COMMUNITY FOUNDATION OF METROWEST INC
 
Employer identification number
22-1714130
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Abrams Hebrew Academy31 West College Avenue
Yardley,PA19067 		21-6001415 501(c)(3) 55,540       GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE PURPOSES GENERAL CHARITABLE P
(2) Academy for Jewish Religion6301 Riverdale Avenue
Suite 400
Riverdale,NY10471 		06-1220056 501(c)(3) 50,280       GENERAL CHARITABLE PURPOSES
(3) ACAP301 South Livingston Avenue
10th Floor
Livingston,NJ07039 		22-2426648 501(c)(3) 7,200       GENERAL CHARITABLE PURPOSES
(4) Achilles International Inc42 West 38 Street
Suite 1405
New York,NY10018 		13-3318293 501(c)(3) 7,000       GENERAL CHARITABLE PURPOSES
(5) Adler Aphasia Center60 West Hunter Avenue
Suite 802
Maywood,NJ07607 		02-0687863 501(c)(3) 6,450       GENERAL CHARITABLE PURPOSES
(6) Aleph Society Inc25 West 45th Street
Suite 400
New York,NY10036 		13-3472524 501(c)(3) 18,000       GENERAL CHARITABLE PURPOSES
(7) Alexander Muss High School in Israel78 Randall Avenue
11th Floor
Rockville Centre,NY11570 		59-0173782 501(c)(3) 21,000       GENERAL CHARITABLE PURPOSES
(8) Allied Jewish Federaton of Colorado300 South Dahlia Street
Suite 802
Denver,CO80246 		84-0402662 501(c)(3) 16,000       GENERAL CHARITABLE PURPOSES
(9) American Committee for Tel Aviv Foundation Inc1201 Broadway
4th Floor
New York,NY10001 		13-3145161 501(c)(3) 10,500       GENERAL CHARITABLE PURPOSES
(10) American Friends of Chabad of Slovakia Inc17 Route 208
Suite 100
Fairlawn,NJ07410 		11-3394570 501(c)(3) 6,000       GENERAL CHARITABLE PURPOSES
(11) American Friends of Magen David Adom352 Seventh Avenue
Suite 1
New York,NY10001 		13-1790719 501(c)(3) 10,860       GENERAL CHARITABLE PURPOSES
(12) American Friends of Migdal Ohr1560 Broadway
3rd Floor
New York,NY10036 		13-3389558 501(c)(3) 45,000       GENERAL CHARITABLE PURPOSES
(13) American Friends of Neveh Zion681 Main Street
Second Floor
Flushing,NY11367 		13-3119118 501(c)(3) 10,000       GENERAL CHARITABLE PURPOSES
(14) American Jewish Committee225 Millburn Avenue
Suite 345
Millburn,NJ07041 		13-5563393 501(c)(3) 30,770       GENERAL CHARITABLE PURPOSES
(15) American Jewish Joint Distribution Committee711 Third Avenue
Suite 201
New York,NY10017 		13-1656634 501(c)(3) 7,830       GENERAL CHARITABLE PURPOSES
(16) American Jewish World Service Inc45 West 36th Street
3rd Floor
New York,NY10018 		22-2584370 501(c)(3) 7,110       GENERAL CHARITABLE PURPOSES
(17) American Pardes Foundation Inc5 West 37th Street
Room 154
New York,NY10018 		22-2594099 501(c)(3) 118,000       GENERAL CHARITABLE PURPOSES
(18) American Society for Yad Vashem500 5th Avenue
Room 166
New York,NY10110 		13-3106768 501(c)(3) 6,810       GENERAL CHARITABLE PURPOSES
(19) Animal Haven Inc251 Centre Street
4th Floor
New York,NY10013 		11-6101487 501(c)(3) 35,000       GENERAL CHARITABLE PURPOSES
(20) Arkansas Take Action125 Englewood Road
Bldg 4
Little Rock,AR72222 		26-1807968 501(c)(3) 25,000       GENERAL CHARITABLE PURPOSES
(21) Arts Unbound Inc544 Freeman Street
Suite 203
Orange,NJ07050 		03-0424875 501(c)(3) 12,500       GENERAL CHARITABLE PURPOSES
(22) Aspen Jewish Congregation0077 Meadowood Drive
Suite 800
Aspen,CO81611 		84-0723135 501(c)(3) 8,508       GENERAL CHARITABLE PURPOSES
(23) Bachurei Chemed of Long Beach10 Franklin Blvd
Suite 832
Long Beach,NY11561 		11-1864921 501(c)(3) 5,600       GENERAL CHARITABLE PURPOSES
(24) Bancroft Neuro Health425 Hopkins Lane PO Box 20
13th Floor
Haddonfield,NJ08033 		22-3092734 501(c)(3) 10,000       GENERAL CHARITABLE PURPOSES
(25) Bensalem Kollel Synagoge and Outreach Center2446 Bristol Road
Suite 2011
Bensalem,PA19020 		23-3045942 501(c)(3) 8,600       GENERAL CHARITABLE PURPOSES
(26) Bergen Volunteer Medical Initiative Inc241 Moore Street
Suite 205
Hackensack,NJ07601 		20-2633437 501(c)(3) 7,500       GENERAL CHARITABLE PURPOSES
(27) Bloomfield College68 Oakland Avenue
Suite 101
Bloomfield,NJ07003 		22-1494428 501(c)(3) 10,000       GENERAL CHARITABLE PURPOSES
(28) Boys and Girls Clubs of America5 Hanover Square
Suite 105
New York,NY10004 		13-5562976 501(c)(3) 15,000       GENERAL CHARITABLE PURPOSES
(29) BoysTown Jerusalem1 ADP Blvd
Room 1600
Roseland,NJ07068 		11-5324002 501(c)(3) 16,350       GENERAL CHARITABLE PURPOSES
(30) Brain Injury Association of New Jersey Inc825 Georges Road
Suite 7600
North BrunswicK,NJ08902 		22-2431796 501(c)(3) 6,300       GENERAL CHARITABLE PURPOSES
(31) Brandeis UniversityPO Box 549110 M5126
Suite 703
Waltham,MA02554 		04-2103552 501(c)(3) 6,000       GENERAL CHARITABLE PURPOSES
(32) Camp Ramah in the Berkshires Inc25 Rockwood Place
5A
Englewood,NJ07631 		13-1997276 501(c)(3) 6,200       GENERAL CHARITABLE PURPOSES
(33) Camp Yavneh160 Herrick Road
13th Floor
Newtown,MA02459 		04-6004710 501(c)(3) 7,000       GENERAL CHARITABLE PURPOSES
(34) Carnegie Mellon University5000 Forbes Avenue GSIA 213
District 212
Pittsburgh,PA15213 		25-0969449 501(c)(3) 50,000       GENERAL CHARITABLE PURPOSES
(35) Center for International Training Education and De69 Ridgeway Drive
Suite 500
Bar Harbor,ME04609 		27-2851378 501(c)(3) 10,000       GENERAL CHARITABLE PURPOSES
(36) Central Jersey Legal Services317 George Street
Suite 102
New Brunswick,NJ08901 		21-0684259 501(c)(3) 20,000       GENERAL CHARITABLE PURPOSES
(37) Central Park Conservancy Inc14 East 60th Street
Suite 210
New York,NY10022 		13-3022855 501(c)(3) 7,600       GENERAL CHARITABLE PURPOSES
(38) Central Synagogue Congregation Ahavath Chesed Shaa123 East 55th Street
Suite 120
New York,NY10022 		13-1628161 501(c)(3) 10,990       GENERAL CHARITABLE PURPOSES
(39) Chai Center for Living Judaism515 Millburn Avenue
10th Floor
Short Hills,NJ07078 		22-3192029 501(c)(3) 20,500       GENERAL CHARITABLE PURPOSES
(40) Chai Lifeline151 West 30th Street
Room 213
New York,NY10001 		11-2940331 501(c)(3) 27,100       GENERAL CHARITABLE PURPOSES
(41) Childrens InstituteOne Sunset Avenue
6th Floor
Verona,NJ07044 		22-1500529 501(c)(3) 110,000       GENERAL CHARITABLE PURPOSES
(42) City College Fund160 Convent Avenue Shephard Hall
Suite 12E
New York,NY10031 		13-1760098 501(c)(3) 6,000       GENERAL CHARITABLE PURPOSES
(43) CLAL - The National Jewish Center for Learning and440 Park Avenue South
Suite 607
New York,NY10016 		23-7390358 501(c)(3) 30,500       GENERAL CHARITABLE PURPOSES
(44) Community Food Bank of New Jersey31 Evans Terminal Road
Suite 1001
Hillside,NJ07205 		22-2423882 501(c)(3) 8,700       GENERAL CHARITABLE PURPOSES
(45) Community YMCA613 Hope Road
3rd Floor
Eatontown,NJ07724 		21-0635054 501(c)(3) 55,000       GENERAL CHARITABLE PURPOSES
(46) Congregation AA B'nai Jacob & David700 Pleasant Valley Way
Suite 725
West Orange,NJ07052 		22-1813528 501(c)(3) 42,118       GENERAL CHARITABLE PURPOSES
(47) Congregation Agudath Israel20 Academy Road
Suite 205
Caldwell,NJ07006 		22-1515560 501(c)(3) 49,286       GENERAL CHARITABLE PURPOSES
(48) Congregation Ahavat Torah320 White Oak Ridge Road
Suite 105
Short Hills,NJ07078 		22-3764133 501(c)(3) 29,640       GENERAL CHARITABLE PURPOSES
(49) Congregation Beth El222 Irvington Avenue
Suite 300
South Orange,NJ07079 		22-1448040 501(c)(3) 32,845       GENERAL CHARITABLE PURPOSES
(50) Congregation Beth Hatikvah36 Chatham Road
Room 214
Summit,NJ07901 		22-3281522 501(c)(3) 102,080       GENERAL CHARITABLE PURPOSES
(51) Congregation Beth Simchat Torah57 Bethune Street
Suite 100
New York,NY10014 		23-7406899 501(c)(3) 92,400       GENERAL CHARITABLE PURPOSES
(52) Congregation B'nai Israel40 Whitenack Road
Room 433
Basking Ridge,NJ07920 		22-3021786 501(c)(3) 56,096       GENERAL CHARITABLE PURPOSES
(53) Congregation B'nai Jacob176 Westside Avenue
6th Floor
Jersey City,NJ07305 		22-0274548 501(c)(3) 46,000       GENERAL CHARITABLE PURPOSES
(54) Congregation B'nai Jeshurun1025 South Orange Avenue
Suite 203E
Short Hills,NJ07078 		22-1487157 501(c)(3) 80,716       GENERAL CHARITABLE PURPOSES
(55) Congregation Neve Shalom250 Grove Avenue
Suite 206
Metuchen,NJ08840 		22-1599193 501(c)(3) 12,900       GENERAL CHARITABLE PURPOSES
(56) Congregation Oheb Shalom170 Scotland Road
Suite 1050
South Orange,NJ07079 		22-1510213 501(c)(3) 38,901       GENERAL CHARITABLE PURPOSES
(57) Congregation Shomrei Emunah67 Park St
Montclair,NJ07042 		22-1601254 501(c)(3) 6,673       GENERAL CHARITABLE PURPOSES
(58) Conservative Synagogue of 5th Avenue11 East 11th Street
New York,NY10003 		13-3054568 501(c)(3) 7,900       GENERAL CHARITABLE PURPOSES
(59) Crohn's & Colitis Foundation of America Inc45 Wilson Avenue
Manalapan,NJ07726 		13-6193105 501(c)(3) 10,500       GENERAL CHARITABLE PURPOSES
(60) Daughters of Israel1155 Pleasant Valley Way
West Orange,NJ07052 		22-1487162 501(c)(3) 11,914       GENERAL CHARITABLE PURPOSES
(61) Daughters of Israel1155 Pleasant Valley Way
West Orange,NJ07052 		22-1487162 501(c)(3) 17,085       GENERAL CHARITABLE PURPOSES
(62) Davis Memorial Fund Inc25 Lawrence Avenue
Lawrence,NY11559 		04-3720418 501(c)(3) 20,000       GENERAL CHARITABLE PURPOSES
(63) Eliminate Poverty Now Inc6 Amalia Court
Mendham,NJ07945 		27-2121165 501(c)(3) 9,800       GENERAL CHARITABLE PURPOSES
(64) Emunah of America7 Penn Plaza
New York,NY10001 		13-2670365 501(c)(3) 30,000       GENERAL CHARITABLE PURPOSES
(65) Etzion Foundation Inc111 Galway Place
Teaneck,NJ07666 		23-7228230 501(c)(3) 42,700       GENERAL CHARITABLE PURPOSES
(66) Family Connections395 South Center Street
Suite 203
Orange,NJ07050 		22-1865826 501(c)(3) 19,016       GENERAL CHARITABLE PURPOSES
(67) Family Services of Morris County65 Elm Street
Morristown,NJ07960 		22-1489900 501(c)(3) 34,000       GENERAL CHARITABLE PURPOSES
(68) Filmmaker's Alliance12228 Venice Boulevard
Suite 800
Los Angeles,CA90066 		95-4449125 501(c)(3) 95,000       GENERAL CHARITABLE PURPOSES
(69) Five Boroughs Music Festival IncP O Box 1925
New York,NY10159 		27-0773911 501(c)(3) 10,000       GENERAL CHARITABLE PURPOSES
(70) Florence Chafetz Hillel House at Boston Universit213 Bay State Rd
Boston,MA02215 		32-0293118 501(c)(3) 5,688       GENERAL CHARITABLE PURPOSES
(71) Florence Melton Adult Mini-School Corporation95 Revere Drive
Northbrook,IL60062 		01-0725179 501(c)(3) 10,000       GENERAL CHARITABLE PURPOSES
(72) Foundation for Conservative Masorti Judaism in Isr475 Riverside Drive
Suite F
New York,NY10115 		13-3137586 501(c)(3) 26,130       GENERAL CHARITABLE PURPOSES
(73) Foundation for Jewish Camping15 West 36th Street
Suite 832
New York,NY10118 		22-3551013 501(c)(3) 12,600       GENERAL CHARITABLE PURPOSES
(74) Friends of the Arava Institute179 Boylston Street
13th Floor
Jamaica Plain,MA02130 		11-3485736 501(c)(3) 10,000       GENERAL CHARITABLE PURPOSES
(75) Friends of the Israel Defense Forces350 Fifth Avenue
Bldg P
New York,NY10118 		13-3156445 501(c)(3) 6,540       GENERAL CHARITABLE PURPOSES
(76) Friendship Circle66 West Mt Pleasant Avenue
Suite 2011
Livingston,NJ07039 		22-6017975 501(c)(3) 32,808       GENERAL CHARITABLE PURPOSES
(77) Garden State Discovery Museum Center for Learning2040 Springdale Road
Cherry Hill,NJ08003 		22-3410864 501(c)(3) 32,500       GENERAL CHARITABLE PURPOSES
(78) Gesher Foundation332 Bleeker Street Suite 444
New York,NY10014 		23-7029115 501(c)(3) 9,600       GENERAL CHARITABLE PURPOSES
(79) Gift of Life Bone Marrow Foundation800 Yamato Road
Boca Raton,FL33431 		22-3131232 501(c)(3) 8,908       GENERAL CHARITABLE PURPOSES
(80) Golda Och Academy1418 Pleasant Valley Way
Suite 101
West Orange,NJ07052 		22-1779887 501(c)(3) 228,005       GENERAL CHARITABLE PURPOSES
(81) Grinspoon Institute for Jewish Philanthropy31 West College Avenue
Yardley,PA19067 		99-9999999 501(c)(3) 10,000       GENERAL CHARITABLE PURPOSES
(82) Hadassah the Women's Zionist Organization of Ameri50 West 58th Street P O Box 745
New York,NY10019 		13-6110872 501(c)(3) 16,060       GENERAL CHARITABLE PURPOSES
(83) Hebrew Academy of Morris County146 Dover Chester Road
Randolph,NJ07869 		22-1833220 501(c)(3) 836,110       GENERAL CHARITABLE PURPOSES
(84) Hebrew Free Loan of MetroWest Inc256 Columbia Turnpike
Florham Park,NJ07932 		52-1931966 501(c)(3) 30,147       GENERAL CHARITABLE PURPOSES
(85) Hebrew Immigrant Aid Society333 7th Avenue
Suite 105
New York,NY10001 		13-3633307 501(c)(3) 6,650       GENERAL CHARITABLE PURPOSES
(86) Hillel The Foundation for Jewish Campus LifeBelfer Building 800 8th Street NW
Room 1600
Washington,DC20001 		52-1844823 501(c)(3) 169,888       GENERAL CHARITABLE PURPOSES
(87) Holy Redeemer Home Care354 Union Avenue
Elizabeth,NJ07208 		21-0634582 501(c)(3) 90,000       GENERAL CHARITABLE PURPOSES
(88) Imrai Kohain Congregation721 Avenue L
Brooklyn,NY11230 		11-2948863 501(c)(3) 5,800       GENERAL CHARITABLE PURPOSES
(89) Israel Project2020 K Street NW
Washington,DC20006 		37-1472882 501(c)(3) 7,500       GENERAL CHARITABLE PURPOSES
(90) JCC MetroWest760 Northfield Avenue
West Orange,NJ07052 		22-2680030 501(c)(3) 81,885       GENERAL CHARITABLE PURPOSES
(91) Jersey Animal Coalition Inc298 Walton Avenue
South Orange,NJ07079 		22-2942416 501(c)(3) 8,680       GENERAL CHARITABLE PURPOSES
(92) Jespy House102 Prospect Street
South Orange,NJ07079 		22-2186490 501(c)(3) 21,955       GENERAL CHARITABLE PURPOSES
(93) Jewish Communal Fund575 Madison Avenue
New York,NY10022 		23-7174183 501(c)(3) 167,803       GENERAL CHARITABLE PURPOSES
(94) Jewish Community Center of the Greater Palm Beache4803 PGA Boulevard
Suite 703
Palm Beach Gardens,FL33418 		59-1582799 501(c)(3) 20,000       GENERAL CHARITABLE PURPOSES
(95) Jewish Community Center on the Palisades411 East Clinton Avenue
Tenafly,NJ07670 		22-1487220 501(c)(3) 20,000       GENERAL CHARITABLE PURPOSES
(96) Jewish Community Housing Corp750 Northfield Ave
West Orange,NJ07052 		22-2540505 501(c)(3) 139,371       GENERAL CHARITABLE PURPOSES
(97) Jewish Council for Public Affairs116 East 27th Street
New York,NY10016 		13-1624104 501(c)(3) 6,000       GENERAL CHARITABLE PURPOSES
(98) Jewish Educational Center330 Elmora Avenue
10th Floor
Elizabeth,NJ07208 		22-1549747 501(c)(3) 6,300       GENERAL CHARITABLE PURPOSES
(99) Jewish Family Service of MetroWest256 Columbia Turnpike
Florham Park,NJ07932 		22-1687995 501(c)(3) 51,848       GENERAL CHARITABLE PURPOSES
(100) Jewish Family Service of Somerset Warren and Hunt150 A West High Street
Suite 105
Somerville,NJ08876 		22-2306902 501(c)(3) 28,950       GENERAL CHARITABLE PURPOSES
(101) Jewish Federation of Central New Jersey1391 Martine Avenue
Scotch Plains,NJ07076 		22-1533506 501(c)(3) 5,442       GENERAL CHARITABLE PURPOSES
(102) Jewish Federation of Collier County2500 Vanderbilt Beach Road 2201
Naples,FL34109 		59-2151725 501(c)(3) 5,250       GENERAL CHARITABLE PURPOSES
(103) Jewish Federation of Greater Middlesex County230 Old Bridge Turnpike
South River,NJ08882 		22-1500549 501(c)(3) 15,200       GENERAL CHARITABLE PURPOSES
(104) Jewish Federation of Greater Philadelphia2100 Arch Street
Philadelphia,PA19103 		23-1500085 501(c)(3) 15,000       GENERAL CHARITABLE PURPOSES
(105) Jewish Federation of Palm Beach County4601 Community Drive
5A
W Palm Beach,FL33417 		59-0948696 501(c)(3) 8,850       GENERAL CHARITABLE PURPOSES
(106) Jewish Federation of South Palm Beach County9901 Donna Klein Blvd
Boca Raton,FL33428 		59-1945109 501(c)(3) 6,906       GENERAL CHARITABLE PURPOSES
(107) Jewish Historical Society of MetroWest901 Route 10
Whippany,NJ07981 		22-3054709 501(c)(3) 21,772       GENERAL CHARITABLE PURPOSES
(108) Jewish Media Development Center LTD1512 Murray Avenue
13th Floor
Pittsburgh,PA15217 		04-3334113 501(c)(3) 8,000       GENERAL CHARITABLE PURPOSES
(109) Jewish National Fund42 East 69th Street
New York,NY10021 		13-1659627 501(c)(3) 29,450       GENERAL CHARITABLE PURPOSES
(110) Jewish Reconstructionist Federation101 Greenwood Avenue
Jenkintown,PA19046 		13-2500888 501(c)(3) 60,800       GENERAL CHARITABLE PURPOSES
(111) Jewish Service for the Developmentally Disabled270 Pleasant Valley Way
West Orange,NJ07052 		22-3479872 501(c)(3) 6,550       GENERAL CHARITABLE PURPOSES
(112) Jewish Theological Seminary of America3080 Broadway
New York,NY10027 		13-0887640 501(c)(3) 94,740       GENERAL CHARITABLE PURPOSES
(113) Jewish Vocational Service of MetroWest111 Prospect Street
East Orange,NJ07017 		22-1487229 501(c)(3) 30,060       GENERAL CHARITABLE PURPOSES
(114) Joseph Kushner Hebrew Academy110 South Orange Avenue
Livingston,NJ07039 		22-1520392 501(c)(3) 47,921       GENERAL CHARITABLE PURPOSES
(115) Kehilat Rayim Ahuvim241 West 72nd Street
New York,NY10023 		20-1565283 501(c)(3) 8,996       GENERAL CHARITABLE PURPOSES
(116) Kent Place School42 Norwood Avenue
Summit,NJ07902 		22-1487233 501(c)(3) 20,000       GENERAL CHARITABLE PURPOSES
(117) Knox College2 East South Street
Galesburg,IL61401 		37-0673513 501(c)(3) 11,670       GENERAL CHARITABLE PURPOSES
(118) Kohelet Yeshiva High School223N Highland Avenue
Merion,PA19066 		23-2915026 501(c)(3) 10,000       GENERAL CHARITABLE PURPOSES
(119) Leyden High Schools Foundation3400 Rose Street
Franklin,IL60131 		36-3792880 501(c)(3) 7,800       GENERAL CHARITABLE PURPOSES
(120) Lido Beach Synagogue1 Fairway Road
District 212
Lido Beach,NY11561 		23-7110267 501(c)(3) 28,600       GENERAL CHARITABLE PURPOSES
(121) Lincoln Square Synagogue Inc200 Amsterdam Avenue
New York,NY10023 		13-2509155 501(c)(3) 9,700       GENERAL CHARITABLE PURPOSES
(122) Lubavitch of Bucks CountyGlazier Jewish Center 25 North Stat
Newtown,PA18940 		22-3837750 501(c)(3) 11,800       GENERAL CHARITABLE PURPOSES
(123) Madraigos Inc936 Broadway
Woodmere,NE11596 		41-2209053 501(c)(3) 8,400       GENERAL CHARITABLE PURPOSES
(124) Mayo Foundation205 First Street SW
Rochester,MN55905 		41-6011702 501(c)(3) 10,000       GENERAL CHARITABLE PURPOSES
(125) Melanoma Research Foundation1411 K Street NW
Washington,DC20005 		76-0514428 501(c)(3) 10,000       GENERAL CHARITABLE PURPOSES
(126) Memorial Sloan Kettering Cancer Center1275 York Avenue
Suite 500
New York,NE10021 		13-1924236 501(c)(3) 5,610       GENERAL CHARITABLE PURPOSES
(127) Mental Health Assoc of Essex County33 South Fullerton Avenue
Montclair,NJ07042 		22-1568147 501(c)(3) 5,550       GENERAL CHARITABLE PURPOSES
(128) Mesivta of Long Beach205 West Beech Street PO Box 630
Long Beach,NY11561 		11-2818825 501(c)(3) 9,700       GENERAL CHARITABLE PURPOSES
(129) Mesivta Tifereth Israel of Rizhin247 E Broadway
New York,NE10002 		13-2682612 501(c)(3) 6,000       GENERAL CHARITABLE PURPOSES
(130) Montclair Art Museum3 South Mountain Avenue
Montclair,NJ07042 		22-1487582 501(c)(3) 10,000       GENERAL CHARITABLE PURPOSES
(131) Morris County Organization for Hispanic Affairs In9597 Bassett Highway
Dover,NJ07801 		22-2137333 501(c)(3) 7,500       GENERAL CHARITABLE PURPOSES
(132) Morristown Jewish Center Beit Yisrael177 Speedwell Avenue
Morristown,NJ07960 		22-1546172 501(c)(3) 20,336       GENERAL CHARITABLE PURPOSES
(133) Morristown Memorial Health Foundation Inc100 Madison Avenue
Morristown,NJ07960 		22-3392808 501(c)(3) 6,000       GENERAL CHARITABLE PURPOSES
(134) MorseLife Foundation Inc4847 Fred Gladstone Drive
West Palm Beach,FL33417 		59-2774476 501(c)(3) 25,000       GENERAL CHARITABLE PURPOSES
(135) Muscular Dystrophy Association25 E Spring Valley Avenue
Maywood,NJ07607 		13-1665552 501(c)(3) 15,200       GENERAL CHARITABLE PURPOSES
(136) National Council of Jewish Women70 South Orange Avenue
Livingston,NJ07039 		22-1687993 501(c)(3) 84,775       GENERAL CHARITABLE PURPOSES
(137) National Council of Young Israel200 Brook Avenue
Passaic,NJ07055 		22-1963289 501(c)(3) 10,200       GENERAL CHARITABLE PURPOSES
(138) National Foundation of Dentistry for Handicapped1800 15th Street
Denver,CO80202 		22-2469940 501(c)(3) 9,277       GENERAL CHARITABLE PURPOSES
(139) National Jewish Outreach Program989 Sixth Avenue
New York,NY10018 		13-2881809 501(c)(3) 22,000       GENERAL CHARITABLE PURPOSES
(140) Netzach David-Kesharim14445 70th Road
Flushing,NY11367 		13-4018490 501(c)(3) 5,300       GENERAL CHARITABLE PURPOSES
(141) New Israel Fund1101 14th Street NW
Washington,DC20005 		94-2607722 501(c)(3) 26,400       GENERAL CHARITABLE PURPOSES
(142) New Jersey Federation of YMHA-YWHA21 Plymouth Street
Fairfield,NJ07004 		22-1487266 501(c)(3) 46,530       GENERAL CHARITABLE PURPOSES
(143) New Jersey Foundation of Dentistry for Persons wit1800 15th Street
Denver,CO80202 		22-2469940 501(c)(3) 6,979       GENERAL CHARITABLE PURPOSES
(144) New Jersey HeroesP O Box 95
Mendham,NJ07945 		27-4573661 501(c)(3) 25,000       GENERAL CHARITABLE PURPOSES
(145) New Jersey Institute of Technology Foundation323 Martin Luther King Blvd
Newark,NJ07102 		22-1714037 501(c)(3) 26,000       GENERAL CHARITABLE PURPOSES
(146) New Jersey Performing Arts Center1 Center Street
Newark,NJ07102 		22-2889703 501(c)(3) 24,150       GENERAL CHARITABLE PURPOSES
(147) New Jersey Symphony Orchestra60 Park Place
Newark,NJ07102 		22-1559422 501(c)(3) 219,155       GENERAL CHARITABLE PURPOSES
(148) New York Shakespeare Festival425 Lafayette Street
New York,NE10003 		13-1844852 501(c)(3) 25,100       GENERAL CHARITABLE PURPOSES
(149) New York University Medical Center Foundation IncOffice of Gift Administration P O B
New York,NE10117 		13-5562308 501(c)(3) 30,000       GENERAL CHARITABLE PURPOSES
(150) Newark Beth Israel Medical Center Foundation Inc201 Lyons Avenue
Newark,NJ07112 		22-2587176 501(c)(3) 109,772       GENERAL CHARITABLE PURPOSES
(151) NJFDPDP O Box 2117
Edison,NJ08818 		84-6129064 501(c)(3) 5,328       GENERAL CHARITABLE PURPOSES
(152) Oheb Shalom Congregation170 Scotland Road
South Orange,NJ07079 		22-1510213 501(c)(3) 16,906       GENERAL CHARITABLE PURPOSES
(153) Opportunity Project Inc60 East Willow Street
Millburn,NJ07041 		22-3242203 501(c)(3) 25,000       GENERAL CHARITABLE PURPOSES
(154) Oxalosis & Hyperoxaluria Foundation201 East 19th Street
New York,NY10003 		91-1457505 501(c)(3) 20,000       GENERAL CHARITABLE PURPOSES
(155) P E F Israel Endowment Funds Inc317 Madison Avenue
New York,NY10017 		13-6104086 501(c)(3) 39,880       GENERAL CHARITABLE PURPOSES
(156) PaperMill Playhouse2224 Brookside Drive
Millburn,NJ07041 		22-1550515 501(c)(3) 13,450       GENERAL CHARITABLE PURPOSES
(157) Partnership for Jewish Learning & Life901 Route 10
Whippany,NE07981 		22-1487225 501(c)(3) 652,162       GENERAL CHARITABLE PURPOSES
(158) Playworks Education Energized60 Park Place
Newark,NJ17102 		94-3251867 501(c)(3) 9,000       GENERAL CHARITABLE PURPOSES
(159) Prevention Links121-125 Chestnut Street
Roselle,NJ07203 		22-2221899 501(c)(3) 7,500       GENERAL CHARITABLE PURPOSES
(160) Project Sunshine Inc108 W 39th Street
New York,NY10018 		22-3607512 501(c)(3) 6,800       GENERAL CHARITABLE PURPOSES
(161) Rabbinical College of America66 West Mt Pleasant Avenue
Livingston,NJ07039 		22-6017975 501(c)(3) 12,280       GENERAL CHARITABLE PURPOSES
(162) Rachel Coalition256 Columbia Turnpike
Florham Park,NJ07932 		22-1687995 501(c)(3) 10,725       GENERAL CHARITABLE PURPOSES
(163) Ramaz School114 East 85th Street
New York,NE10028 		13-1635279 501(c)(3) 10,000       GENERAL CHARITABLE PURPOSES
(164) Reconstructionist Rabbinical College1299 Church Road
Wyncote,PA19095 		23-1710675 501(c)(3) 56,000       GENERAL CHARITABLE PURPOSES
(165) Rutgers Hillel93 College Ave
New Brunswick,NJ08901 		26-0177367 501(c)(3) 12,800       GENERAL CHARITABLE PURPOSES
(166) Rutgers University FoundationP O Box 193
New Brunswick,NJ08903 		23-7318742 501(c)(3) 12,868       GENERAL CHARITABLE PURPOSES
(167) Saint Clare's Foundation140 Diamond Spring Road
Denville,NJ07834 		22-2502997 501(c)(3) 90,600       GENERAL CHARITABLE PURPOSES
(168) Salanter Akiba Riverdale Academy (SAR)655 West 254th Street
Riverdale,NY10471 		13-2646185 501(c)(3) 126,000       GENERAL CHARITABLE PURPOSES
(169) Schechter Institute of Jewish StudiesBox 3566 PO Box 8500
Philadelphia,PA19178 		22-3342043 501(c)(3) 81,600       GENERAL CHARITABLE PURPOSES
(170) Shalom Torah Centers70 Amboy Road
Morganville,NJ07751 		22-2259792 501(c)(3) 10,800       GENERAL CHARITABLE PURPOSES
(171) Sh'or Yoshuv Rabbinical College1 Cedarlawn Avenue
Lawrence,NY11559 		11-2145464 501(c)(3) 5,500       GENERAL CHARITABLE PURPOSES
(172) Solomon Schechter Day School of Raritan Valley511 Ryders Lane
East Brunswick,NJ08816 		22-2352848 501(c)(3) 306,322       GENERAL CHARITABLE PURPOSES
(173) South Orange Performing Arts Center1 SOPAC Way
South Orange,NJ07079 		32-0074004 501(c)(3) 54,700       GENERAL CHARITABLE PURPOSES
(174) Special Children's Center1400 Prospect Street
Lakewood,NJ08701 		22-3800123 501(c)(3) 11,200       GENERAL CHARITABLE PURPOSES
(175) Special Ed Academy of Deal Inc1 Meridan Road
Eatontown,NJ07724 		41-2059473 501(c)(3) 12,000       GENERAL CHARITABLE PURPOSES
(176) Summit JCC67 Kent Place
Summit,NJ07901 		22-6009059 501(c)(3) 20,180       GENERAL CHARITABLE PURPOSES
(177) Temple Beth El Mekor Chayim338 Walnut Street
Cranford,NJ07016 		22-6016708 501(c)(3) 7,600       GENERAL CHARITABLE PURPOSES
(178) Temple B'nai Abraham300 E Northfield Road
Livingston,NJ07039 		22-1515224 501(c)(3) 30,314       GENERAL CHARITABLE PURPOSES
(179) Temple Israel of Long Beach305 Riverside Blvd
Long Beach,NY11561 		11-1704599 501(c)(3) 13,180       GENERAL CHARITABLE PURPOSES
(180) Temple Sharey Tefilo-Israel432 Scotland Road
South Orange,NJ07079 		22-2405774 501(c)(3) 12,270       GENERAL CHARITABLE PURPOSES
(181) Temple Sholom of West Essex760 Pompton Avenue
Cedar Grove,NJ07009 		22-1732300 501(c)(3) 9,251       GENERAL CHARITABLE PURPOSES
(182) Three Girls Theatre Company Inc149 Prospect Avenue
San Francisco,CA94110 		45-1296583 501(c)(3) 10,000       GENERAL CHARITABLE PURPOSES
(183) Tikva Children's Home150 Western Road
South Kearny,NJ07032 		22-3779212 501(c)(3) 81,000       GENERAL CHARITABLE PURPOSES
(184) Tikva Children's Home40 W 23rd Street 3rd Floor
New York,NE10010 		04-2717782 501(c)(3) 100,000       GENERAL CHARITABLE PURPOSES
(185) Trinitas Health FoundationP O Box 259
Elizabeth,NJ07207 		22-2353773 501(c)(3) 5,975       GENERAL CHARITABLE PURPOSES
(186) Trustees of Columbia University in the City of New435 West 116th Street
New York,NE10027 		13-5598093 501(c)(3) 39,330       GENERAL CHARITABLE PURPOSES
(187) Trustees of Princeton UniversityP O Box 5357
Princeton,NJ08543 		21-0634501 501(c)(3) 7,500       GENERAL CHARITABLE PURPOSES
(188) Trustees of the University of Pennsylvania3451 Walnut Street
Philadelphia,PA19104 		23-1352685 501(c)(3) 19,200       GENERAL CHARITABLE PURPOSES
(189) Turnaround for Children Inc25 West 45th Street
New York,NY10036 		06-1495529 501(c)(3) 405,375       GENERAL CHARITABLE PURPOSES
(190) UJA Federation of NY701 Westchester Avenue
White Plains,NY10604 		51-0172429 501(c)(3) 11,100       GENERAL CHARITABLE PURPOSES
(191) UMDNJ Foundation30 12th Avenue PO Box 1709
Newark,NY07101 		23-7313160 501(c)(3) 20,850       GENERAL CHARITABLE PURPOSES
(192) United Federation of Princeton Mercer Bucks4 Princess Road
Lawrenceville,NJ08648 		23-2215070 501(c)(3) 27,000       GENERAL CHARITABLE PURPOSES
(193) United Jewish Communities of MetroWest New Jersey901 Rt 10
Whippany,NJ07981 		22-1487222 501(c)(3) 2,459,162       GENERAL CHARITABLE PURPOSES
(194) Valerie Fund2101 Millburn Avenue
Maplewood,NJ07040 		22-2126867 501(c)(3) 11,100       GENERAL CHARITABLE PURPOSES
(195) Valley Hospital Foundation223 North Van Dien Avenue
Ridgewood,NJ07450 		22-2324554 501(c)(3) 10,000       GENERAL CHARITABLE PURPOSES
(196) Vassar College124 Raymond Ave
Poughkeepsie,NY12604 		14-1338587 501(c)(3) 5,500       GENERAL CHARITABLE PURPOSES
(197) Washington Institute for Near East Policy1828 L Street NW
Washington,DC20036 		52-1376034 501(c)(3) 31,500       GENERAL CHARITABLE PURPOSES
(198) Whittier College13406 E Philadelphia Street
Whittier,CA90601 		95-1644048 501(c)(3) 20,000       GENERAL CHARITABLE PURPOSES
(199) WNETORG450 West 33rd Street
New York,NY10001 		13-1945149 501(c)(3) 59,445       GENERAL CHARITABLE PURPOSES
(200) YMCA of Eastern Union County144 Madison Avenue
Elizabeth,NJ07201 		22-1487381 501(c)(3) 9,000       GENERAL CHARITABLE PURCHASES
(201) YM-YWHA of Union County Inc501 Green Lane
Union,NJ07083 		22-2663795 501(c)(3) 6,781       GENERAL CHARITABLE PURCHASES
(202) Zufall Health Center17 South Warren Street
Dover,NJ07801 		22-3125397 501(c)(3) 17,500       GENERAL CHARITABLE PURPOSES
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
234
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
GRANTS AND OTHER ASSISTANCE TO ORGANIZATIONS SCHEDULE I PART I LINE 2 JCF'S BOARD APPROVES ALL GRANTS TO OTHER ORGANIZATIONS. BEFORE GRANTS ARE SENT JYF VERIFIES THAT THE ORGANIZATION IS A 501(C)(3) ORGANIZATION. ALL GRANTS ARE FOR GENERAL CHARITABLE PURPOSES OF THE OTHER ORGANIZATIONS.
Schedule I (Form 990) 2011


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
JEWISH COMMUNITY FOUNDATION OF METROWEST INC
 
Employer identification number

22-1714130
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) MAX KLEINMAN (i)
(ii)		 64,595
258,381 		0
0 		 
  		21,000
84,000 		3,042
12,167 		88,637
354,548 		 
 
(2) HOWARD RABNER (i)
(ii)		 51,777
155,332 		0
0 		 
  		0
0 		4,378
13,133 		56,155
168,465 		 
 
(3) JOSHUA REDNIK (i)
(ii)		 162,771
0 		0
0 		 
0 		0
0 		6,477
0 		169,248
0 		 
 













Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
Rebuttable presumption Schedule J, Part III, Rebuttable Presumption THE ORGANIZATION HAS A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S SENIOR MANAGEMENT. A REVIEW OF THE "TOTAL COMPENSATION" FOR EACH INDIVIDUAL IS MADE by the salaries and personnel practices committee of the board of trustees, WHICH IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE REVIEW IS DONE ON AT LEAST AN ANNUAL BASIS AND ENSURES THAT THE "TOTAL COMPENSATION" OF SENIOR MANAGEMENT OF THE ORGANIZATION IS REASONABLE. THE ACTIONS TAKEN BY THE COMMITTEE ENABLE THE ORGANIZATION TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF CERTAIN MEMBERS OF THE SENIOR MANAGEMENT TEAM. THE THREE FACTORS WHICH MUST BE SATISFIED IN ORDER TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS ARE THE FOLLOWING: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX-EXEMPT ORGANIZATION WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A "CONFLICT OF INTEREST" WITH RESPECT TO THE COMPENSATION ARRANGEMENT; 2. THE AUTHORIZED BODY OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION; AND 3. THE AUTHORIZED BODY "ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION" CONCURRENTLY WITH MAKING THAT DETERMINATION THE MEMBERS OF THE BOARD OF TRUSTEES EACH ARE INDEPENDENT AND ARE FREE FROM ANY CONFLICTS OF INTEREST. THE COMMITTEE ADEQUATELY DOCUMENTED ITS BASIS FOR ITS DETERMINATION THROUGH THE TIMELY PREPARATION OF WRITTEN MINUTES OF THE MEETINGS DURING WHICH THE EXECUTIVE COMPENSATION AND BENEFITS WAS REVIEWED AND SUBSEQUENTLY APPROVED. THE ACTIONS OUTLINED ABOVE WITH RESPECT TO THE BOARD AND THE ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS ONLY APPLIES TO all SENIOR MANAGEMENT PERSONNEL.
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
JEWISH COMMUNITY FOUNDATION OF METROWEST INC
 
Employer identification number

22-1714130
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 10 5,067,042 Selling price
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2011
Schedule M (Form 990) 2011
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2011
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
JEWISH COMMUNITY FOUNDATION OF METROWEST INC
 
Employer identification number

22-1714130
Identifier Return Reference Explanation
REVIEW OF FORM 990 PART VI, SECTION 1, LINE 11 THE JCF BUDGET COMMITTEE WILL REVIEW AND ANALYZE THE FORM 990. THE BUDGET COMMITTEE HAS THE AUTHORITY TO REVIEW AND APPROVE THE 990 PER A BOARD RESOLUTION.
COMPLIANCE WITH CONFLICT OF INTEREST PART VI, SECTION B, LINE 12C JCF REQUIRES ALL BOARD MEMBERS TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. COMPLETED FORMS ARE REVIEWED BY THE CFO FOR POSSIBLE CONFLICTS. THE EXECUTIVE COMMITTEE IS MADE AWARE OF ANY CONFLICTS. IN CASE OF CONFLICTS, THESE BOARD MEMBERS ARE ASKED TO RECUSE THEMSELVES FROM PARTICIPATING ON ISSUES THAT CREATE THE CONFLICT OF INTEREST.
DETERMINATION OF COMPENSATION PART VI, SECTION B, LINE 15 PERFORMANCE REVIEWS ARE PREPARED FOR EACH OF THESE EMPLOYEES. THE NATIONAL SALARY SURVEY FOR LARGE FEDERATIONS IS USED TO HELP DETERMINE THE COMPENSATION OF TOP RANKING EMPLOYEES OF JCF. THE SALARIES ARE SUBJECT TO APPROVAL BY THE SALARIES AND PERSONNEL PRACTICES COMMITTEE WHOSE MEMBERS INCLUDE PAST PRESIDENTS AND OTHER SENIOR LEADERSHIP OF THE ORGANIZATION.
AVAILABILITY OF DOCUMENTS TO THE PUBLIC PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
RECONCILIATION OF NET ASSETS PAGE 12, PART XI, LINE 5, OTHER CHANGES IN NET ASSETS INCLUDED IN THE RECONCILIATION OF NET ASSETS ARE OTHER ITEMS NOT INCLUDED ELSEWHERE IN THE FORM 990 AS REVENUES OR EXPENSES INCLUDING: UNREALIZED loss ON INVESTMENTS - $(3,450,694) NET PRESENT VALUE ADJUSTMENTS - (764,984). Total other adjustments ($4,215,678). Form 990 ($568,861). Total other adjustments ($4,784,538).
Employees and payroll Part V, line 2a Payroll and the related payroll taxes for all employees are reimbursed to the United Jewish Communities of Metrowest, Inc. ("UJC"). UJC does all of the employment tax filings and remits all of the employment taxes for the employees of JCF.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
JEWISH COMMUNITY FOUNDATION OF METROWEST INC
 
Employer identification number

22-1714130
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) JCF 760 NORTHFIELD AVENUE LLC
760 NORTHFIELD AVENUE LLC
WHIPPANY,NJ07981
 REAL PROPERTY NJ 0 0 NA
 
(2) JCF 1155 PLEASANT VALLEY WAY LLC
901 ROUTE 10
WHIPPANY,NJ07981
 REAL PROPERTY NJ 0 0 NA
 
(3) JCF REAL ESTATE I LLC
901 ROUTE 10
WHIPPANY,NJ07981
 REAL PROPERTY NJ 0 0 NA
 






Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) UNITED JEWISH COMMUNITIES OF METROWEST

901 ROUTE 10

WHIPPANY,NJ07981
 COMMUNITY SE NJ 501(c)(3) 7 na
 
 
No
(2) BERSON FAMILY SUPPORTING FOUNDATION INC

901 ROUTE 10

WHIPPANY,NJ07981
22-2872256 		CHARITY NJ 501(c(3) 11 - type 1 JCF
 
Yes
 
(3) JEROME & PAULA GOTTESMAN FAMILY SUPPORTI

901 ROUTE 10

WHIPPANY,NJ07981
22-3056144 		CHARITY NJ 501(c)(3) 11 - type 1 JCF
 
Yes
 
(4) POLANER FAMILY SUPPORTING FOUNDATION IN

901 ROUTE 10

WHIPPANY,NJ07981
52-1793845 		CHARITY NJ 501(c)(3) 11 - type 1 JCF
 
Yes
 
(5) BETTY & SHELDON FEINBERG SUPPORTING FOUN

901 ROUTE 10

WHIPPANY,NJ07981
52-1823808 		CHARITY NJ 501(c)(3) 11 - type 1 JCF
 
Yes
 
(6) BETH EL MEMORIAL PARK FOUNDATION INC

901 ROUTE 10

WHIPPANY,NJ07981
52-1860878 		CHARITY NJ 501(c)(3) 11 - type 1 JCF
 
Yes
 
(7) TURTLETAUB ENDOWMENT INC

901 ROUTE 10

WHIPPANY,NJ07981
52-1931976 		CHARITY NJ 501(c)(3) 11 - type 1 JCF
 
Yes
 
(8) ROCKER FAMILY FOUNDATION INC

901 ROUTE 10

WHIPPANY,NJ07891
22-3699940 		CHARITY NJ 501(c)(3) 11 - type 1 JCF
 
Yes
 
(9) JCF JEWISH HERITAGE CONCERT SUPP FDN IN

901 ROUTE 10

WHIPPANY,NJ07981
52-1958332 		CHARITY NJ 501(c)(3) 11 - type 1 JCF
 
Yes
 
(10) SOBEL FAMILY SUPPORTING FOUNDATION INC

901 ROUTE 10

WHIPPANY,NJ07981
22-3699941 		CHARITY NJ 501(c)(3) 11 - type 1 JCF
 
Yes
 
(11) NET2PHONE CHARITABLE FOUNDATION INC

901 ROUTE 10

WHIPPANY,NJ07981
22-3829233 		CHARITY NJ 501(c)(3) 11 - type 1 JCF
 
Yes
 
(12) WILLIAM & BETTY LESTER FOUNDATION INC

901 ROUTE 10

WHIPPANY,NJ07981
22-3063176 		CHARITY NJ 501(c)(3) 11 - type 1 JCF
 
Yes
 
(13) Cooperman FAMILY FUND FOR jEWISH FUTURE

901 ROUTE 10

WHIPPANY,NJ07981
22-3892931 		CHARITY NJ 501(c)(3) 11 - type 1 JCF
 
Yes
 
(14) METROWEST COMMUNITY SUPPORTING FDN INC

901 ROUTE 10

WHIPPANY,NJ07891
22-3829229 		CHARITY NJ 501(c)(3) 11 - type 1 JCF
 
Yes
 
(15) METROWEST COMMUNITY SUPPORTING FDN INC

901 ROUTE 10

WHIPPANY,NJ07981
22-3829234 		CHARITY NJ 501(c)(3) 11 - type 1 JCF
 
Yes
 
(16) METROWEST COMMUNITY SUPPORTING FDN INC

901 ROUTE 10

WHIPPANY,NJ07891
22-3829225 		CHARITY NJ 501(c)(3) 11 - type 1 JCF
 
Yes
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership












Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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