RICHMOND JEWISH FOUNDATION Charity Report

Public IRS 990 nonprofit record

RICHMOND JEWISH FOUNDATION

EIN 54-1623966 · Philanthropy, Voluntarism & Grantmaking Foundations (T70Z)

What they do

The Richmond Jewish Foundation is A Primary, Trusted and Expert Resource for Planned Giving and Endowments. We Engage, Educate and Inspire Generations of Donors to Create Ongoing Resources for Charitable, Religious, and Educational Needs. Our Donors May Choose Legacies of Tzedakah and Tikkun Olam. We Effectively Steward Philanthropic Assets Entrusted to Our Care.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders23 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

52.04%of revenue went to mission work85.3% of expenses · Program services

3.61%of revenue went to fundraising5.9% of expenses

$61.01spent for every $100 of revenueRevenue covered expenses this year.

5.36%of revenue went to management and office costs8.8% of expenses

$14.86in assets for every $1 spent this yearSome assets cannot be spent right away.

47.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $249,982 for DAN BRANDEIS (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$6,704,337

Mission workProgram services$3,488,73352.04% of revenue85.3% of expenses

ManagementOffice and general costs$359,3425.36% of revenue8.8% of expenses

FundraisingAsking for donations$242,1423.61% of revenue5.9% of expenses

Revenue left after expensesReported annual surplus$2,614,12038.99% of revenueShown in gray on the chart

Total expenses$4,090,21761.01% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 85.3% mission · 8.8% management · 5.9% fundraisingTotal expenses: 61.01% of revenue

2023Expense mix: 85.2% mission · 7.2% management · 7.6% fundraisingTotal expenses: 77.34% of revenue

2022Expense mix: 83.5% mission · 8.1% management · 8.4% fundraisingTotal expenses: 45.81% of revenue

2021Expense mix: 92.8% mission · 3.7% management · 3.5% fundraisingTotal expenses: 129.56% of revenue

2020Expense mix: 82.1% mission · 10.6% management · 7.3% fundraisingTotal expenses: 84.92% of revenue

2019Expense mix: 78.3% mission · 12.8% management · 8.9% fundraisingTotal expenses: 72.66% of revenue

2018Expense mix: 78.7% mission · 12.5% management · 8.8% fundraisingTotal expenses: 69.27% of revenue

2017Expense mix: 78.3% mission · 13.0% management · 8.7% fundraisingTotal expenses: 63.57% of revenue

Money in and money out

Revenue$6,704,337

Expenses$4,090,217

Annual surplus $2,614,120 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,488,733 · 85.3% of expenses

Management and office costs$359,342 · 8.8% of expenses

Fundraising$242,142 · 5.9% of expenses

See all reported dollar amounts

Revenue$6,704,337

Expenses$4,090,217

Assets$60,770,925

Income$17,694,598

Contributions$3,188,921

Mission work (program services)$3,488,733

Fundraising$242,142

Grants given$24,939,519

Average grant$64,277

Management and general$359,342

Executive compensation (total)$192,822

Stocks and bonds$59,927,447

Accounting fees$127,728

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DAN BRANDEISCEO · 50 hrs/week $249,982Base $241,040 · Other $8,942

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (23)

DAN BRANDEISCEO

JESSICA SAMETSECRETARY

SCOTT W BELLEMANDIRECTOR

SARAH ARENSTEIN LEVYDIRECTOR

ROSANN BOCCIARELLIASSISTANT SECRETARY

RONALD I FELMUSCHAIR

ROBERT I FLAXDIRECTOR

RICK LOONEYASSISTANT TREASURER

LEE KRUMBEINDIRECTOR

KEVIN A FINEDIRECTOR

KATIE M ROEPERDIRECTOR

JOSH L GOLDBERGDIRECTOR

JOHN A WEINBERGDIRECTOR

AMY NISENSONDIRECTOR

JEFFREY M LACKERIMMEDIATE PAST CHAIR

JEFFREY A SCHARFPAST CHAIR

JEFFFREY LEVINDIRECTOR

JANET DUNN GALEDIRECTOR

HOWARD S GOLFINEDIRECTOR

GD ROTHENBERGDIRECTOR

ERIC M SHOENFELDTREASURER

DANIEL STAFFENBERGEX-OFFICIO

ANN B MACHERASDIRECTOR

About this charity

Recognized since: January 1992
Location: 5540 Falmouth St 201, Richmond, VA 23230
County: Henrico
In care of: Daniel Brandeis
Primary officer: Daniel Brandeis, CEO

How to reach them

WebsiteVisit the charity’s website Phone(804) 545-8628

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: PILC & MOSELEY LLC
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T70Z)
IRS tax category: Religious Organizations
Grant-giving organization: Yes