Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 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 |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 3,303,193 | 3,138,567 | 3,308,072 | 3,128,342 | 3,080,883 | 15,959,057 |
| 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 | 3,303,193 | 3,138,567 | 3,308,072 | 3,128,342 | 3,080,883 | 15,959,057 |
| 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).. | 3,371,204 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 12,587,853 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 3,303,193 | 3,138,567 | 3,308,072 | 3,128,342 | 3,080,883 | 15,959,057 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 63,194 | 35,910 | 33,884 | 35,325 | 32,512 | 200,825 |
| 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.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 16,377,687 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (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) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (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) |
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| 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 2018 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-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Line 1 | Continuation of mission statement: Values of Outreach and Engagement The Jewish Community Federation of Richmond believes all individuals in the community are important and values their perspective in building, sustaining and perpetuating a caring community. The JCFR will create options for all Jews, regardless of age, economic status or affiliation, to participate in communal life. The Federation will collaborate with Jewish agencies, organizations and synagogues to promote outreach in an effort to foster Jewish continuity and an awareness of Jewish identity. Tzedakah and Tikkum Olam The JCFR works to improve the human condition of all people by performing and supporting acts of loving kindness. We will strive to ensure that all Jews living in Richmond, Israel and throughout the Diaspora have food, shelter and access to a coordinated network of available social services. We respect cultural differences and will promote social justice and the benefits of tolerance and diverse opinions that strengthen our community and our world. To make all of this possible, we will create a culture of ownership and communal responsibility in which Jews are inspired to contribute time and financial resources. Jewish Continuity and Community Building The JCFR will work to create collaborative partnership among agencies, organizations and synagogues that leverage human and financial resources to secure a strong and vibrant community for this and future generations of Jews. The JCFR will communicate its message in collaboration with its partners to encourage all Jews to accept responsibility to participate in strengthening our community. Description of Activities Founded in 1935 and grounded in the values of our faith and the traditions of our people, the Jewish Community Federation of Richmond is dedicated to the vitality, strength and unity of the Jewish people here and around the world. The Federation is a connecting link between individual community members and the larger Jewish world. As the heart of the Richmond Jewish community, The Federation develops both human and financial resources to meet local, national and international community needs. Together with its partner agencies, synagogues and organizations, the Federation assesses needs and evaluates the effectiveness of current programs. The Federations plans for the future by raising and allocating funds. It works to translate the hopes and dreams of today into the communal reality of tomorrow. The synergy of committed volunteers, lay leaders and a dedicated and talented professional staff makes the Jewish Community Federation of Richmond an accomplished, creative and visionary organization effectively serving the Jewish and general communities. The Federation is at the heart of a sacred Jewish trust to build, strengthen and care for our community around the world. Emphasizing the value of each individual, the Federation works to foster an appreciation for the marvelous diversity of the Jewish people. Using a variety of programs and communication tools, the Federation educates, facilitates, involves and inspires individuals and groups within the Jewish community to take an active part in making the world a better place for all people. It offers opportunities to interact with other faith communities and to build connections that enhance tolerance and understanding for all. The Federation offers programming in a variety of arenas including Jewish education, Holocaust education, Israel interpretation, intergroup relations, women's issues, medical issues, and training for emerging leaders as well as for veteran community activists. Participation in Federation programs and activities enables members of the Jewish community to enhance and perpetuate their individual connections to Jewish faith, Jewish vales and Jewish life. The Federation fulfills its mission of service through strong connections with local, national and international partners. Local partners include area synagogues, Jewish organizations and Jewish agencies as well as a number of general community groups. The Federation is an active member of the Jewish Federations of North America, the continental partnership of the Jewish communities. Globally, the Federation works with and through the American Jewish Joint Distribution Committee and the Jewish Agency for Israel to help meet the needs of Jews and others in distress everywhere. The Federation welcomes and encourages the participation of all members of the Jewish community in communal life. Jewish teaching and tradition command that "All Jews are responsible one for the other." That responsibility is at the core of every program and activity of the Jewish Community Federation. The annual Jewish Federations of North America / Jewish Welfare Fund Campaign, conducted by the Federation, raises the dollars necessary to provide a broad range of local, national and international social and humanitarian services. The Federation also works with the Richmond Jewish Foundation to ensure that adequate resources will be available in the future to meet both ongoing and emerging needs. By connecting with the Federation, community members take a place in a family that stretches around the world. Each act of caring joins to strengthen the family that cradles us, lifts us and sustains us from childhood through old age. The Jewish Community Federation of Richmond is the heart of the Richmond Jewish community. |
| Form 990, Part VI, Section A, line 2 | The following family relationships exist within the Board of Directors: Nathan Shor / Nannette Shor Spouses Adam S. Plotkin / Andrew Vorenberg Cousins Marvin Daniel / Adam S. Plotkin Uncle/Nephew Marvin Daniel / Andrew Vorenberg Uncle/Nephew Howard Goldfine / Jill Goldfine Spouses |
| Form 990, Part VI, Section A, line 7a | During the annual meeting new board members and officers are ratified by the local Richmond Jewish Community. |
| Form 990, Part VI, Section A, line 7b | Any recommendations made by the Executive Committee go to the full Board for approval. |
| Form 990, Part VI, Section B, line 11b | A copy of the form 990 was provided to the Board prior to filing. |
| Form 990, Part VI, Section B, line 12c | A copy of the Conflict of Interest Policy is circulated annually to each board member for signature. |
| Form 990, Part VI, Section B, line 15a | A salary survey, provided by JFNA, is used to determine a reasonable salary. The contract is drawn up by the Executive Committee. |
| Form 990, Part VI, Section C, line 18 | Available upon request, Guidestar and on website. |
| Form 990, Part VI, Section C, line 19 | Available upon request. |
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