Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 1,812,083 | 1,945,601 | 1,886,416 | 2,361,456 | 1,795,076 | 9,800,632 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 1,812,083 | 1,945,601 | 1,886,416 | 2,361,456 | 1,795,076 | 9,800,632 |
| 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).. | 0 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 9,800,632 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,812,083 | 1,945,601 | 1,886,416 | 2,361,456 | 1,795,076 | 9,800,632 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | -9,662 | 59,526 | 81,127 | 67,565 | 39,418 | 237,974 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 2,114 | 63,253 | 24,014 | 2,025 | 5,855 | 97,261 |
| 11 | Total support. Add lines 7 through 10. | 10,135,867 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990 PART VI SECTION B LINE 12C | TRUSTEES COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS THAT IS REVIEWED BY MANAGEMENT. IF ANY CONFLICTS ARE IDENTIFIED BOARD MEMBERS ARE ASKED TO RECUSE THEMSELVES FROM ISSUES THAT POSE A POSSIBLE CONFLICT. |
| FORM 990 PART VI SECTION B LINE 11B | THE ORGANIZATION PROVIDEd A DRAFT OF THE 990 TO THE controller and CFO of the parent organization to review. upon review AND APPROVal THE 990 is signed by the appropriate officer and is recommened for approval by the parent organization board, since this is a final return prior to submission to the department of the treasury. |
| FORM 990 PART VI SECTION B LINE 15 | PERFORMANCE REVIEWS were COMPLETED BY EACH EMPLOYEE AND REVIEWED WITH SUPERVISORS. SALARIES were SET WITH APPROVAL OF THE PRESIDENT AND IN CONSULTATION WITH JEWISH FEDERATION OF GREATER METROWEST, NJ. THE SALARY AND PERSONNEL COMMITTEE determine SALARIES after reviewing compensation for like sized Jewish organizations within SURVEYS OF OTHER jewish COMMUNITy organizations. |
| FORM 990 PART VI SECTION C LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST TO THE MANAGEMENT OFFICE OF THE ORGANIZATION. |
| FORM 990 PART XI LINE 9 | $(18,843) IS the annual ADJUSTMENT FOR the DEFINED BENEFIT AND POST RETIREMENT PLANS and ($1,186,383) is the net asset adjustment to transfer the entity accounts to the parent organization. |
| FORM 990 PART VI SECTION A LINE 7A | AS A SUBSIDIARY OF JEWISH FEDERATION OF GREATER METROWEST NJ, THE FEDERATION BOARD ELECTed THE BOARD OF TRUSTEES FOR THE PARTNERSHIP. |
| FORM 990 PART III LINE 1 | THE MISSION OF THE PARTNERSHIP FOR JEWISH LEARNING AND LIFE was TO ADVANCE AND TO ENHANCE JEWISH EDUCATIONAL EXPERIENCES FOR THE greater METROWEST COMMUNITY WITH AN INITIAL FOCUS ON YOUNG PEOPLE, FROM EARLY CHILDHOOD THROUGH THE TEENAGE YEARS, AND THEIR FAMILIES. It is the only ORGANIZATION IN OUR COMMUNITY WITH A MISSION TO NURTURE THE JEWISH IDENTITY DEVELOPMENT OF CHILDREN, PRE-TEENS AND TEENS NO MATTER WHERE THEY LIVE, WHERE THEY MAY PRAY, OR WHERE THEY GO TO SCHOOL. OUR VISION: OUR VISION IS greater METROWEST AS a JEWISH COMMUNITY OF CHOICE FOR THOSE WHO SEEK CREATIVE, DYNAMIC, RELEVANT AND STIMULATING JEWISH EDUCATIONAL EXPERIENCES AT EVERY STAGE OF LIFE. A COMMUNITY THAT NURTURES THE JEWISH ENGAGEMENT OF CHILDREN AND THEIR FAMILIES. A COMMUNITY THAT CHALLENGES AND INSPIRES TEENS ALONG THEIR JEWISH JOURNEYS. A COMMUNITY THAT LEAVES NO ONE BEHIND IN FULFILLING HIS OR HER JEWISH DESTINY. OUR PRINCIPLES OF PRACTICE: THE PARTNERSHIP HAS CRAFTED SEVEN PRINCIPLES OF PRACTICE THAT GUIDE OUR DAY TO DAY REALIZATION OF THIS VISION. 1. JEWISH LEARNING IS THE OXYGEN OF LIFE. 2. WE ARE SURROUNDED BY TEACHABLE MOMENTS. 3. OUR FOCUS IS ON THE LEARNER. 4. OUR MANDATE IS THE ENTIRE COMMUNITY. 5. FAMILY IS THE FUNDAMENTAL BUILDING BLOCK OF JEWISH IDENTITY, VALUES AND PRACTICE. 6. WE SUPPORT LIFE-LONG JEWISH LEARNING TO INFORM AND INSPIRE MEANINGFUL LIVES. 7. WHAT HAPPENS IN greater METROWEST CAN HAVE INCALCULABLE IMPACT ELSEWHERE AND EVERYWHERE. this activity will be continued as a program of the Jewish Federation of Greater Metrowest NJ. |
| FORM 990 PART III LINE 4A | JEWISH TEEN EDUCATIONAL EXPERIENCES NETWORK - Most teens celebrate their Bar- or Bat-Mitzvah and rarely will connect again with the Jewish community. The Partnership has developed JTEENGMW - a suite of Jewish educational experiences that allows teens to pursue their own Jewish journeys in ways that are meaningful to them. We created Destination: Jewish Service Learning to promote community service; SeniorITIS for teens to be mentored by Jewish communal leaders in summer placements; and Iris Teen Tzedakah program to engage teens in understanding and addressing communal needs. We promote customized Jewish learning in many "JTEENgMW @" locations throughout the community. And we promote and support Israel experiences such as the Alexander Muss High School in Israel, and the March of the Living. This activity will be continued as a program of the Jewish Federation of Greater Metrowest NJ. |
| FORM 990 PART III LINE 4B | EmpowerMENT OF FAMILIES WITH YOUNG CHILDREN - The Partnership pursues a dual track of initiatives with a goal of empowering families with young children to take charge of their own Jewish family plan. One track is to convene the directors of the community's network of over 30 Jewish early childhood programs and through regular meetings and conferences to guide and support them in efforts to connect in meaningful ways with their families to promote ongoing and meaningful Jewish activities in their homes. Our other track uses resources such as the PJ Library, which reaches over 3,000 households monthly, to reach families with young children directly and to involve them in communal Jewish family activities. We also work with families for longer duration through initiatives like the Jewish Family Concierge and family connections to guide and support each family along their own Jewish journey. this activity will be continued as a program of the Jewish Federation of Greater Metrowest NJ. |
| FORM 990 PART III LINE 4C | Greater METROWEST DAY SCHOOL INITIATIVE Jewish Day School is one of the most successful builders of Jewish identity, and so The Partnership is the home of this initiative that has increased enrollment as its goal. This goal is pursued through the dual tracks of Affordability and Academic Excellence. The Affordability effort provides funding for Greater MetroWest day schools to offer subvention grants for middle-income families, families who do not qualify for the schools' scholarship funds but who otherwise could not afford to pay full tuition. The Quest for Teaching Excellence - the cornerstone of the Academic Excellence effort - is a very significant investment in the professional development of every educator in every school, providing professional guidance for the teachers, funding for them to pursue professional development courses or programs, and opportunities for collaboration with other educators within each school and among all the schools. This activity will be continued as a program of the Jewish Federation of Greater Metrowest NJ. |
| Form 990, Part III, Line 3 | Under an agreement and plan of merger dated June 29, 2016 to be effective June 30, 2016 the organization (merging organization) merged into the Jewish Federation of Greater Metrowest NJ (Federation or surviving corporation). this merger involves only 501(c)(3) organizations under the IRS code and as a result there are no income tax consequences as a result of the merger. the certificate of merger was filed with the office of the department of the treasury of the State of New Jersey as was approved by the boards of trustees of both organizations. the board members and officers of the Federation are the board members and officers of the surviving corporation. The surviving corporation has assumed all of the assets, liabilities and net assets of the merging organization. |
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