2023-10-02T15:04:53-05:00 2022-12-31 630352192 DENT MOSES LLP 2204 LAKESHORE DRIVE 300 BHAM AL 35209 990 2022-01-01 630833692 BIRMINGHAM JEWISH FOUNDATION INC BIRM 2058790416 3966 MONTCLAIR RD BIRMINGHAM AL 35213 SALLY FRIEDMAN EXECUTIVE DIRECTOR 2058790416 2023-09-28 1 SALLY FRIEDMAN XXX-XX-XXXX 0 JAMES W MOODY CPA P01298585 2058711880 2023-09-28 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SALLY FRIEDMAN 3966 MONTCLAIR ROAD BIRMINGHAM AL 35213 2014095 0 X HTTP://WWW.BIRMINGHAMJEWISHFOUNDATION.ORG/ X 1983 AL THE BIRMINGHAM JEWISH FOUNDATION IS DEDICATED TO NURTURING AND PROMOTING JEWISH LIFE IN BIRMINGHAM, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD; IS INVOLVED IN BUILDING A BETTER BIRMINGHAM AND WORLD THROUGH ALLIANCES AND PARTNERSHIPS WITH OTHER COMMUNITY GROUPS, AND IS COMMITTED TO HELPING ALL PEOPLE IN NEED IN TIMES OF CRISIS. 25 25 0 13 0 0 2525506 1248728 0 0 2804375 765367 0 0 5329881 2014095 1901704 1942265 0 0 255501 249910 0 0 107204 148860 71306 2306065 2263481 3023816 -249386 37044031 33652927 137929 122809 36906102 33530118 X THE BIRMINGHAM JEWISH FOUNDATION IS DEDICATED TO NURTURING AND PROMOTING JEWISH LIFE IN BIRMINGHAM, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD; IS INVOLVED IN BUILDING A BETTER BIRMINGHAM THROUGH ALLIANCES AND PARTNERSHIPS WITH OTHER COMMUNITY GROUPS, AND IS COMMITTED TO HELPING ALL PEOPLE IN NEED IN TIMES OF CRISIS. 0 0 2010593 1942265 2014095 THE BIRMINGHAM JEWISH FOUNDATION IS DEDICATED TO NURTURING AND PROMOTING JEWISH LIFE IN BIRMINGHAM, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD; IS INVOLVED IN BUILDING A BETTER BIRMINGHAM THROUGH ALLIANCES AND PARTNERSHIPS WITH OTHER COMMUNITY GROUPS, AND IS COMMITTED TO HELPING ALL PEOPLE IN NEED IN TIMES OF CRISIS. 2010593 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X X KIMBERLY PATTERSON 2058790416 3966 MONTCLAIR ROAD BIRMINGHAM AL 35213 AARON NELSON VICE PRESIDENT 1.00 X X 0 0 0 ALAN WEINTRAUB PRESIDENT ELECT 1.00 X 0 0 0 AMY SAAG BOARD MEMBER 1.00 X 0 0 0 GARY CUTTER BOARD MEMBER 1.00 X 0 0 0 JACK ALAND BOARD MEMBER 1.00 X 0 0 0 CARYN CORENBLUM BOARD MEMBER 1.00 X 0 0 0 CYNTHIA TOBIAS PRESIDENT 2.00 X X 0 0 0 DANIELLE WEINTRAUB BOARD MEMBER 1.00 X 0 0 0 DAVID SHER BOARD MEMBER 1.00 X 0 0 0 FREDA CENTOR BOARD MEMBER 1.00 X 0 0 0 GARY SCHIFF BOARD MEMBER 1.00 X 0 0 0 JERRY HELD BOARD MEMBER 1.00 X 0 0 0 LINDA BARSTEIN TREASURER 1.00 X X 0 0 0 LISA ENGEL BOARD MEMBER 1.00 X 0 0 0 RICK ROTH BOARD MEMBER 1.00 X 0 0 0 SCOTT GEWANT IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 SHERI KRELL BOARD MEMBER 1.00 X 0 0 0 STEVE ROYAL BOARD MEMBER 1.00 X 0 0 0 STEVE ALTMANN SECRETARY 1.00 X X 0 0 0 JACK LEVY BOARD MEMBER 1.00 X 0 0 0 JACOB HALPERN BOARD MEMBER 1.00 X 0 0 0 GINGER HELD BOARD MEMBER 1.00 X 0 0 0 MARJORIE PERLMAN BOARD MEMBER 1.00 X 0 0 0 ERIC SIEGAL BOARD MEMBER 1.00 X 0 0 0 SHERYL KIMERLING EX OFFICIO 1.00 X 0 0 0 SALLY FRIEDMAN EXECUTIVE DIRECTOR 40.00 X 0 112990 8723 0 112990 8723 1 0 0 0 0 1248728 267629 1248728 168368 168368 596999 0 596999 596999 596999 2014095 0 0 765367 1942265 1942265 112989 22598 50845 39546 82969 21147 45203 16619 38840 9710 9710 19420 15112 3778 3778 7556 12500 7500 5000 2068 827 1241 9000 3000 3000 3000 1595 798 797 13000 13000 COMPUTERS 10230 5115 5115 MARKETING 9014 4507 4507 BUILDING MAINTENANCE 5551 1887 1832 1832 TELEPHONE 3500 700 1050 1750 4848 -624 3410 2062 2263481 2010593 145684 107204 1647936 1230338 3413 0 27882 27882 0 0 125241 116052 34014909 31129749 1252532 1176788 37044031 33652927 12688 6757 125241 116052 137929 122809 X 12186610 10519232 24719492 23010886 36906102 33530118 37044031 33652927 X -249386 -3126599 1 X X 0 1 X 1 0 X X 1 BIRMINGHAM JEWISH FEDERATION INC 631045456 7 1 815032 0 1 815032 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 1 THE ARTICLES OF INCORPORATION PROVIDE THAT THE ORGANIZATION SHALL SUPPORT THE BIRMINGHAM JEWISH FEDERATION AND SUCH OTHER ORGANIZATIONS THAT PROMOTE AND SUPPORT, FINANCIALLY OR OTHERWISE, JEWISH HERITAGE AND COMMUNITY COOPERATION IN THE UNITED STATES AND ABROAD THROUGH EDUCATIONAL, CULTURAL, RELIGIOUS, AND RELIEF PROGRAMS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 262 534558 1084422 7199095 1 1 8641793 261213 -542505 185915 60371 8114215 7444486 515703 885212 120879 82729 8641793 6924377 245726 453776 102184 77209 7444486 6093330 233483 811529 159238 54727 6924377 6461493 107471 -253197 167264 55173 6093330 0.85000 0.15000 0 0 27882 27882 0 0 ISRAEL BONDS 1000000 F JEWISH COMMUNITY ENDOWMENT POOL, LLP 30129749 F 31129749 DEFERRED COMPENSATION 116052 116052 -1112504 -3126599 -3126599 2014095 0 2014095 2263481 0 2263481 0 2263481 1 ACTION AGAINST HUNGER 501 (C)(3) 15000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. ALABAMA HOLOCAUST EDUCATION CENTER 501 (C)(3) 25467 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. ALTAMONT SCHOOL 501 (C)(3) 16666 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION BIRMINGHAM HOLOCAUST 501 (C)(3) 65000 0 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION BIRMINGHAM JEWISH FEDERATION INC 3960 MONTCLAIR ROAD BIRMINGHAM AL 35213 631045456 501 (C)(3) 815032 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. CHABAD OF ALABAMA 501 (C)(3) 33540 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. CHICAGO SINAI CONGREGATION 501 (C)(3) 6000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. COLLAT JEWISH FAMILY SERVICES ENDOWMENT FUND TOTAL 3966 MONTCLAIR ROAD BIRMINGHAM AL 35213 631015318 501 (C)(3) 51065 0 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION COMMUNITY FOUNDATION OF GREATER BIRMINGHAM 501 (C)(3) 15000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. CRIMSON TIDE SCHOLARSHIP FUND 501 (C)(3) 10000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. GREATER BIRMINGHAM HUMANE SOCIETY 501 (C)(3) 10000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. INDIAN SPRINGS SCHOOL 501 (C)(3) 25000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. JEWISH FOR GOOD 501 (C)(3) 40865 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. NE MILES JEWISH DAY SCHOOL 3960 MONTCLAIR ROAD BIRMINGHAM AL 35213 630668984 501 (C)(3) 349696 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. JEWISH FEDERATION OF DURHAM-CHAPEL HILL 501 (C)(3) 6000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX 501 (C)(3) 20768 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. STEPHEN WISE FREE SYNAGOGUE 501 (C)(3) 5324 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. TEMPLE BETH EL 501 (C)(3) 27511 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. TEMPLE BETH-EL FOUNDATION 501 (C)(3) 30000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. TEMPLE B'NAI SHALOM 501 (C)(3) 20368 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. TEMPLE EMANU-EL 501 (C)(3) 10200 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. TEMPLE B'NAI SHOLOM 501 (C)(3) 7500 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. THE DOOR 501 (C)(3) 10000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. UNITED WAY OF CENTRAL 501 (C)(3) 5500 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. US ISRAEL EDUCATION ASSOCIATION 501 (C)(3) 10000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. PART I, LINE 2: FOR SIGNIFICANT GRANTS, THE ORGANIZATION RECEIVES FOLLOW-UP LETTERS STATING HOW THE GRANT WAS USED BY THE GRANTEE OR THE ORGANIZATION PREPARES AN EVALUATION FORM AND/OR PERSONALLY MONITORS THE USE OF THE FUNDS GRANTED. SCHEDULE I, PART IV, SUPPLEMENTAL INFORMATION THE BIRMINGHAM JEWISH FOUNDATION, INC. REPORTS GRANTS ON SCHEDULE I TO THE BIRMINGHAM JEWISH FEDERATION, INC., WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. THE BIRMINGHAM JEWISH FEDERATION, INC. REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. IN ADDITION, JFNA, AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA), A SUBSIDIARY OF JFNA, THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC), THE JEWISH AGENCY FOR ISRAEL AND WORLD ORT - ALL 501(C)(3) ORGANIZATIONS - EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F. X 17 267629 QUOTED MARKET PRICE 0 1 1 PART I, LINE 32B: USES THIRD-PARTY BROKERAGE FIRMS TO COMPLETE INVESTMENT TRANSACTIONS FORM 990, PART VI, SECTION A, LINE 2 JANET AARONS AND SALLY FRIEDMAN - FAMILY RELATIONSHIP DANIELLE WEINTRAUB AND ALAN WEINTRAUB - HUSBAND AND WIFE ASHER KAHN-KRELL AND SHERI KRELL - SON AND MOTHER AARON NELSON AND JERRY HELD - SON-IN-LAW AND FATHER-IN-LAW BROOKE KAPLAN AND JERRY JELD - NIECE AND UNCLE JERRY HELD AND GINGER HELD - HUSBAND AND WIFE FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS THE FORM 990 FOR COMPLETENESS AND ACCURACY. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY REVIEWS THE POLICY AND CONFIRMS WITH ALL DIRECTORS AND EMPLOYEES THAT THERE ARE NO CONFLICTS FORM 990, PART VI, SECTION B, LINE 15 A COMMITTEE MEETS AND REVIEWS THE COMPENSATION POLICY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 ALL INFORMATION IS AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE FORM 990, PART XI, LINE 9: ROUNDING 1. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR. BIRMINGHAM JEWISH FEDERATION INC 3966 MONTCLAIR ROAD BIRMINGHAM AL 35213 631045456 NURTURING AND PROMOTING JEWISH LIFE AL 501(C)(3) LINE 7 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 BIRMINGHAM JEWISH FEDERATION INC B 815032 RUTTENBERG FOUNDATION C 5877 BIRMINGHAM JEWISH FEDERATION INC P 253835