2022-09-08T15:54:04-05:00 2021-12-31 630352192 DENT MOSES LLP 2204 LAKESHORE DRIVE 300 BHAM AL 35209 990 2021-01-01 630833692 BIRMINGHAM JEWISH FOUNDATION INC BIRM 2058790416 3966 MONTCLAIR RD BIRMINGHAM AL 35213 SALLY FRIEDMAN EXECUTIVE DIRECTOR 2058790416 2022-09-08 1 SALLY FRIEDMAN XXX-XX-XXXX JAMES W MOODY CPA P01298585 2058711880 2022-09-08 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z SALLY FRIEDMAN 3966 MONTCLAIR ROAD BIRMINGHAM AL 35213 5329881 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. 21 21 0 10 0 0 1505025 2525506 0 0 1188596 2804375 0 0 2693621 5329881 2152337 1901704 0 0 238485 255501 0 0 115401 149671 148860 2540493 2306065 153128 3023816 33090655 37044031 223820 137929 32866835 36906102 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 1975422 1901704 5329881 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. 1975422 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 21 21 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 VICE PRESIDENT 1.00 X X 0 0 0 AMY SAAG BOARD MEMBER 1.00 X 0 0 0 ASHER KAHN-KRELL BOARD MEMBER 1.00 X 0 0 0 BROOKE KAPLAN 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 2.00 X 0 0 0 SHERI KRELL BOARD MEMBER 1.00 X 0 0 0 STEPHEN ROYAL BOARD MEMBER 1.00 X 0 0 0 STEVE ALTMANN SECRETARY 1.00 X 0 0 0 JACK LEVY BOARD MEMBER 1.00 X 0 0 0 JACOB HALPERN BOARD MEMBER 1.00 X 0 0 0 SALLY FRIEDMAN EXECUTIVE DIRECTOR 40.00 X 0 109600 22584 0 109600 22584 1 0 0 0 0 2525506 975482 2525506 194535 194535 2609840 0 2609840 2609840 2609840 5329881 0 0 2804375 1901704 1901704 109600 21920 49320 38360 89764 21635 49823 18306 39873 9968 9968 19937 16264 4066 4066 8132 11000 6600 4400 61293 880 59098 1315 2185 874 1311 10000 5000 5000 2032 1016 1016 13000 13000 DEFERRED COMPENSATION 16788 4197 7555 5036 PROMOTIONS 6374 3187 3187 COMPUTERS 5589 1863 1863 1863 MISCELLANEOUS 4503 675 676 3152 16096 3437 6962 5697 2306065 1975422 215242 115401 1371997 1647936 25000 0 0 3413 27882 27882 0 0 108333 125241 30272588 34014909 1312737 1252532 33090655 37044031 115367 12688 108453 125241 223820 137929 X 10857766 12186610 22009069 24719492 32866835 36906102 33090655 37044031 X 3023816 1015450 1 X X 0 1 X 1 0 X X 1 BIRMINGHAM JEWISH FEDERATION INC 631045456 7 1 658726 0 1 658726 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 271 1048188 1275993 8595292 1 1 7444486 515703 885212 120879 82729 8641793 6924377 245726 453776 102184 77209 7444486 6093330 233483 811529 159238 54727 6924377 6461493 107471 -253197 167264 55173 6093330 6271206 93731 574869 165766 312547 6461493 0.77000 0.23000 0 0 27882 27882 0 0 ISRAEL BONDS 1050000 F JEWISH COMMUNITY ENDOWMENT POOL, LLP 32964909 F 34014909 DEFERRED COMPENSATION 125241 125241 6345331 1015450 1015450 5329881 0 5329881 2306065 0 2306065 0 2306065 1 LEVITE JEWISH COMMUNITY CENTER 3960 MONTCLAIR ROAD BIRMINGHAM AL 35213 630288848 501 (C)(3) 9000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION NE MILES JEWISH DAY SCHOOL 3960 MONTCLAIR ROAD BIRMINGHAM AL 35213 630668984 501 (C)(3) 138319 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) 107000 0 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION ALTAMONT SCHOOL 501 (C)(3) 16666 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION BIRMINGHAM HOLOCAUST 501 (C)(3) 53850 0 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION RABBI GRAFMAN ENDOWMENT 501 (C)(3) 60800 0 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION RED MOUNTAIN THEATRE 501 (C)(3) 42000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION TEMPLE BETH EL 501 (C)(3) 69000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. TEMPLE B'NAI SHALOM 501 (C)(3) 14549 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. UNITED WAY OF CENTRAL 501 (C)(3) 64750 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. CHABAD OF ALABAMA 501 (C)(3) 62000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. HENRY S JACOBS CAMP 501 (C)(3) 10300 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. UNIVERSITY OF ALABAMA 501 (C)(3) 28000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. BETH-EL SYNAGOGUE 501 (C)(3) 5279 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. SANDRA E LERNER JEWISH COMMUNITY DAY SCHOOL 501 (C)(3) 20000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. SPECIAL EQUESTRIAN 501 (C)(3) 10000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. SUSAN G KOMAN NORTH CENTRAL ALABAMA 501 (C)(3) 5432 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. UAB GIFT RECORDS OFFICE 501 (C)(3) 100000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. BIRMINGHAM JEWISH FEDERATION INC 3960 MONTCLAIR ROAD BIRMINGHAM AL 35213 631045456 501 (C)(3) 658726 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. ACTION AGAINST HUNGER 501 (C)(3) 15000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. ALYS STEPHENS PERFORMING ARTS CENTER 501 (C)(3) 9500 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. BLOOM HILLEL 501 (C)(3) 8640 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. CRIMSON TIDE FOUNDATION 501 (C)(3) 15000 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) 41000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. JEWISH FOR GOOD 501 (C)(3) 86000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. THE ARTS CENTER 501 (C)(3) 25000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. THREE HOTS AND A COT 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 31 975482 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 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 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 BIRMINGHAM JEWISH FEDERATION INC B 658726 BIRMINGHAM JEWISH FEDERATION INC N 13338 BIRMINGHAM JEWISH FEDERATION INC O 47954 BIRMINGHAM JEWISH FEDERATION INC P 329859 RUTTENBERG FOUNDATION C 5548