Nonprofit · EIN 57-1042419
JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA
Tax-exempt · N CHARLESTON, SC 29405
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,311,038 | $1,827,069 | $2,483,969 | $31,903,308 | $21,471 | $31,881,837 |
| December 31, 2024 | 990 | $3,961,239 | $1,396,706 | $2,564,533 | $26,179,940 | $15,694 | $26,164,246 |
| December 31, 2023 | 990 | $2,612,552 | $1,127,929 | $1,484,623 | $21,571,666 | $4,738 | $21,566,928 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,698,913
- Program service revenue
- $318,969
- Investment income
- $1,293,156
- Net gain from sales of assets
- $666,474
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $957,954
- Other salaries and wages
- $230,536
- Salaries, compensation and benefits (total)
- $285,396
- Professional fundraising fees
- $0
- Occupancy
- $54,746
- Travel
- $1,957
- Depreciation
- $381
- Program services (functional)
- $1,192,083
- Management and general (functional)
- $481,817
- Fundraising (functional)
- $153,169
Balance sheet and other
- Total assets, start of year
- $26,179,940
- Total assets, end of year
- $31,903,308
- Total liabilities, end of year
- $21,471
- Net assets, end of year
- $31,881,837
- Land, buildings and equipment
- $1,431
- Publicly traded securities
- $23,117,048
- Net assets without donor restrictions
- $31,881,837
- Gross receipts
- $12,014,839
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1996
- State of legal domicile
- SC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JANE LITZ | CFO THRU 10/30/25 Officer | 1 | $0 | $236,527 | $21,540 |
| CHRIS BALLAD | CFO BEG. 11/1/2025 Officer | 1 | $0 | $137,250 | $26,442 |
| PHYLLIS MARTIN | EXECUTIVE DIRECTOR Officer | 1 | $0 | $135,747 | $18,371 |
| MIKE MILLS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ILENE TURBOW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK PINOSKY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ED KRONSBERG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NATALIE BLUESTEIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JERRY KAYNARD | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| EILEEN CHEPENIK | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICHARD STAR | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVEN GOLDBERG | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JANE LITZ | CFO Officer | 1 | $0 | $221,952 | $29,694 |
| PHYLLIS MARTIN | EXECUTIVE DIRECTOR Officer | 1 | $0 | $129,561 | $29,761 |
| MIKE MILLS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| EILEEN CHEPENIK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ELLIS REGENBOGEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JERRY KAYNARD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NATALIE BLUESTEIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TERRY FISHER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BEN CHASE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICHARD STAR | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVEN GOLDBERG | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JANE LITZ | CFO Officer | 1 | $0 | $195,039 | $28,976 |
| PHYLLIS MARTIN | EXECUTIVE DIRECTOR Officer | 1 | $0 | $57,193 | $11,693 |
| MIKE MILLS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BEN CHASE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN GOLDBERG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD STAR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| EDWARD KRONSBERG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAN LIPOV | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ELLIS REGENBOGEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JERRY KAYNARD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TERRY FISHER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1691 TURNBULL AVE, N CHARLESTON, SC 29405-1944
- Principal officer (990 for 2025)
- CHRIS BALLAD, 1691 TURNBULL AVE, N CHARLESTON, SC 29405
- Signed the 990
- CHRIS BALLAD, CHIEF FINANCIAL OFFICER
- Phone
- (843) 723-3635
- Website
- WWW.JEFSC.ORG
- Return prepared by
- ELLIOTT DAVIS ADVISORY LLC
Mission
THE MISSION OF THE JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA IS TO EDUCATE, STRENGTHEN AND SUPPORT THE SC JEWISH COMMUNITY BY UNITING PEOPLE, AND INVESTING RESOURCES; AND TO LEAD AND FACILITATE A CULTURE OF PHILANTHROPY AND SHARED INVESTMENT AMONG DONORS AND COMMUNITY LEADERS TO SUSTAIN, STRENGTHEN AND SUPPORT THE JEWISH COMMUNITIES AND VALUES THROUGHOUT THE STATE OF SOUTH CAROLINA.
Program accomplishments
- GRANTMAKING - THROUGH A STRATEGIC PROCESS AND OVERSIGHT BY A BOARD OF TRUSTEES, JEFSC GRANTS HELP SUSTAIN, BUILD AND SECURE SOUTH CAROLINA'S JEWISH INSTITUTIONS AND AGENCIES. THE GRANT REQUESTS RANGE FROM OPERATIONAL SUPPORT TO NEW PROGRAMMATIC INITIATIVES. THE SUPPORT PROVIDED BY JEFSC THROUGH THESE GRANTS IMPACT THOUSANDS OF JEWISH LIVES AND THE BROADER COMMUNITY EVERY YEAR AND ENSURES A VIBRANT JEWISH FUTURE ACROSS THE STATE.IN 2025, THE JEWISH ENDOWMENT FOUNDATION OF SC DISBURSED 205 GRANTS AND SCHOLARSHIPS TOTALING $957,954. THESE GRANTS WERE DISTRIBUTED AS FOLLOWS: 82 GRANTS TOTALING $314,139 IN SUPPORT OF RELIGIOUS AND OTHER PHILANTHROPIC EFFORTS, 56 GRANTS AND SCHOLARSHIPS TOTALING $382,881 SUPPORTING VARIOUS EDUCATIONAL PURSUITS, 35 GRANTS TOTALING $197,748 SUPPORTING HUMAN NEEDS, 24 GRANTS TOTALING $34,986 SUPPORTING HEALTH INITIATIVES, 3 GRANTS TOTALING $11,000 SUPPORTING THE ENVIRONMENT, AND 5 GRANTS TOTALING $17,200 IN SUPPORT OF THE ARTS.Expenses $957,954 · grants $957,954 · revenue $318,969
- TEMPLE SINAI - IN 2016, A RELATED PARTY OF THE FOUNDATION ASSUMED OWNERSHIP OF THE TEMPLE SINAI SYNAGOGUE BUILDING AND THE ASSOCIATED CEMETERY IN ORDER TO PRESERVE AND PROTECT THIS CORNERSTONE OF JEWISH HISTORY AND LEGACY IN SUMTER COUNTY. WHILE THE SYNAGOGUE CURRENTLY REMAINS ACTIVE UNDER INDEPENDENT MANAGEMENT, THE FOUNDATION PROVIDES FOR THE UPKEEP OF THE BUILDING AND GROUNDS. ON JUNE 2, 2018, THIS HISTORICAL LANDMARK WAS CONVERTED TO THE TEMPLE SINAI JEWISH HISTORY CENTER (SUMTER COUNTY MUSEUM) AND IS OPEN TO THE PUBLIC ON THURSDAYS AND FRIDAYS, 1:00PM TO 4:00PM, AND SATURDAYS, 10:00AM TO 1:00PM.Expenses $234,129
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 57-1042419
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $31,903,308
- Income (IRS master file)
- $12,014,839
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,311,038 | $1,827,069 | $31,903,308 | IRS |
| 990 | December 2024 | $3,961,239 | $1,396,706 | $26,179,940 | IRS |
| 990 | December 2023 | $2,612,552 | $1,127,929 | $21,571,666 | XML |
| 990 | December 2022 | $1,106,723 | $1,037,519 | $18,113,059 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 57-1042419).
Questions about JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA
- What is the EIN of JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA?
- The employer identification number (EIN) of JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA is 57-1042419.
- Is JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA?
- The 990 for the year ended December 31, 2025 names CHRIS BALLAD.
- Who are the officers and directors of JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,311,038, expenses of $1,827,069 and total assets of $31,903,308 at year end.
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All nonprofits in N CHARLESTON · South Carolina · Philanthropy, voluntarism and grantmaking foundations