STRATEGY STUDIO / PUBLIC DATA EXPLORER

JEWISH FEDERATION OF GREATER NEW BEDFORD INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF GREATER NEW BEDFORD INC (EIN 04-6006566)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-10-14
IRS object ID
202232879349301138
Schema version
2021v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-14T13:44:54-04:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042917204PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANSTISS & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 OMNI WAY SUITE 201AddressLine1Txt
CityCHELMSFORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018244141ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046006566EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF GREATER NEWBusinessNameLine1Txt
Business Name Line2BEDFORD INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone0050899774PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1467 HAWTHORN STREETAddressLine1Txt
CityNORTH DARTMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02747ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLEN HULLPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5089977471PhoneNum
Signature2022-09-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELLENPersonFirstNm
Person LastHULLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAYNE A ANDREWSPreparerPersonNm
PTINP00514653PTIN
Phone9784522500PhoneNum
Preparation2022-09-21PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMANYA BARKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1467 HAWTHORN STREETAddressLine1Txt
CityNORTH DARTMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02747ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$125,262GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHNEWBEDFORD.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1954FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO FOSTER A VIBRANT, COLLABORATIVE JEWISH COMMUNITY BY PROVIDING LEADERSHIP AND GENERATING FINANCIAL RESOURCES.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$137,057PYContributionsGrantsAmt
CY Contributions Grants$120,089CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$5,188PYInvestmentIncomeAmt
CY Investment Income$5,173CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$142,245PYTotalRevenueAmt
CY Total Revenue$125,262CYTotalRevenueAmt
PY Grants And Similar Paid$41,610PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$44,300CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$92,925PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$67,812CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$17,232CYTotalFundraisingExpenseAmt
PY Other Expenses$47,959PYOtherExpensesAmt
CY Other Expenses$50,519CYOtherExpensesAmt
PY Total Expenses$182,494PYTotalExpensesAmt
CY Total Expenses$162,631CYTotalExpensesAmt
PY Revenues Less Expenses-$40,249PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$37,369CYRevenuesLessExpensesAmt
Total Assets BOY$895,196TotalAssetsBOYAmt
Total Assets EOY$730,884TotalAssetsEOYAmt
Total Liabilities BOY$183TotalLiabilitiesBOYAmt
Total Liabilities EOY$399TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$895,013NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$730,485NetAssetsOrFundBalancesEOYAmt
MissionTO FOSTER A VIBRANT, COLLABORATIVE JEWISH COMMUNITY BY PROVIDING LEADERSHIP AND GENERATING FINANCIAL RESOURCES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$66,240ExpenseAmt
Grant$44,300GrantAmt
DescPROGRAM SERVICES INCLUDING PUBLICATION OF JEWISH MESSINGER NEWSLETTER, HOLOCAUST EDUCATION, KOSHER NUTRITION PROGRAMMING, PASSOVER RELIEF, MAINTENANCE OF THE HOLOCAUST MEMORIAL PARK, ISREAL RELATED PROGRAMS, AND OUTREACH.Desc
Total Program Service Expenses$66,240TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstYes (true)ReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTHE ORGANIZATIONPersonNm
Phone5089977471PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1467 HAWTHORN STREETAddressLine1Txt
CityNORTH DARTMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02747ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
AMIR COHEN
EXECUTIVE DI20.00Yes (X)$57,017$0$0
LIZ ACKERMAN
DIRECTOR1.00$0$0$0Yes (X)
MANYA BARK
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
ANDREW BARROLL
DIRECTOR1.00$0$0$0Yes (X)
EDWARD BARRY
DIRECTOR1.00$0$0$0Yes (X)
DR JACK BELKIN
DIRECTOR1.00Yes (X)$0$0$0Yes (X)
DR JASON FALK
DIRECTOR1.00Yes (X)$0$0$0Yes (X)
DR JANET FREEDMAN
DIRECTOR1.00$0$0$0Yes (X)
WENDY FRIEDMAN
DIRECTOR1.00$0$0$0Yes (X)
RUTH GLICKSMAN
DIRECTOR1.00$0$0$0Yes (X)
ELLEN HULL
TREASURER1.00Yes (X)$0$0$0Yes (X)
RABBI RAPHAEL KANTER
DIRECTOR1.00$0$0$0Yes (X)
RACHEL LEVINSON
DIRECTOR1.00$0$0$0Yes (X)
MARTIN LIPMAN
IMMEDIATE PA1.00Yes (X)$0$0$0Yes (X)
ELLEN NELSON
DIRECTOR1.00$0$0$0Yes (X)
ILANA OFFENBERGER
OFFICER1.00$0$0$0Yes (X)
MARSHA ONUFRAK
VICE PRESIDE1.00Yes (X)$0$0$0Yes (X)
CARL SUPERIOR
DIRECTOR1.00$0$0$0Yes (X)
CYNTHIA YOKEN
SECRETARY1.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$57,017TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$120,089AllOtherContributionsAmt
Total Contributions$120,089TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,173TotalRevenueColumnAmt
Exclusion$5,173ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$125,262TotalRevenueColumnAmt
Exclusion$5,173ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$40,200TotalAmt
Program Services$40,200ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$4,100TotalAmt
Program Services$4,100ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$48,087TotalAmt
Program Services$12,983ProgramServicesAmt
Management And General$22,121ManagementAndGeneralAmt
Fundraising$12,983FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$14,960TotalAmt
Management And General$14,960ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,765TotalAmt
Program Services$1,287ProgramServicesAmt
Management And General$2,191ManagementAndGeneralAmt
Fundraising$1,287FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,550TotalAmt
Management And General$11,550ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,962TotalAmt
Fundraising$2,962FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,551TotalAmt
Management And General$2,551ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,000TotalAmt
Management And General$9,000ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$100TotalAmt
Management And General$100ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,027TotalAmt
Management And General$1,027ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
BAD DEBT$12,500$12,500
COMMUNITY PROGRAMS$6,754$6,754
TELEPHONE/WEB HOSTING$1,694$1,694
MISCELLANEOUS$1,001$85$916

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,380TotalAmt
Management And General$1,380ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$162,631TotalAmt
Program Services$66,240ProgramServicesAmt
Management And General$79,159ManagementAndGeneralAmt
Fundraising$17,232FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$12,460BOYAmt
EOY$1,986EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$15,000BOYAmt
EOY$10,000EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$23,151EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$867,736BOYAmt
EOY$695,747EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$895,196BOYAmt
EOY$730,884EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$183BOYAmt
EOY$399EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$183BOYAmt
EOY$399EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$376,858BOYAmt
EOY$332,721EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$518,155BOYAmt
EOY$397,764EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$895,013BOYAmt
EOY$730,485EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$895,196BOYAmt
EOY$730,884EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$37,369ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$127,159NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$192,024CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$172,292CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$120,510CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$137,057CurrentTaxYearMinus1YearAmt
Current Tax Year$120,089CurrentTaxYearAmt
Total$741,972TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$192,024CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$172,292CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$120,510CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$137,057CurrentTaxYearMinus1YearAmt
Current Tax Year$120,089CurrentTaxYearAmt
Total$741,972TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$54,095SubstantialContributorsTotAmt
Public Support Total170$687,877PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,022CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,351CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,615CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,188CurrentTaxYearMinus1YearAmt
Current Tax Year$5,173CurrentTaxYearAmt
Total$32,349TotalAmt
FieldValueIRS element (for citing)
Total Support$774,321TotalSupportAmt
Public Support CY1700.88840PublicSupportCY170Pct
Public Support PY1700.84850PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$568,808BeginningYearBalanceAmt
Investment Earnings Or Losses-$73,239InvestmentEarningsOrLossesAmt
Grants Or Scholarships$77,859GrantsOrScholarshipsAmt
End Year Balance$417,710EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$466,495BeginningYearBalanceAmt
Investment Earnings Or Losses$163,460InvestmentEarningsOrLossesAmt
Grants Or Scholarships$61,147GrantsOrScholarshipsAmt
End Year Balance$568,808EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$516,412BeginningYearBalanceAmt
Investment Earnings Or Losses-$5,917InvestmentEarningsOrLossesAmt
Grants Or Scholarships$44,000GrantsOrScholarshipsAmt
End Year Balance$466,495EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$561,636BeginningYearBalanceAmt
Investment Earnings Or Losses$14,776InvestmentEarningsOrLossesAmt
Grants Or Scholarships$60,000GrantsOrScholarshipsAmt
End Year Balance$516,412EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$631,359BeginningYearBalanceAmt
Investment Earnings Or Losses$37,049InvestmentEarningsOrLossesAmt
Grants Or Scholarships$22,877GrantsOrScholarshipsAmt
Other Expenditures$83,895OtherExpendituresAmt
End Year Balance$561,636EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.10320BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.89680PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescJFCLEVELAND - KEYBANK NATIONALDesc
Book Value$695,747BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Program Rltd$695,747TotalBookValueProgramRltdAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART V, LINE 4THE FEDERATION HOLDS SEVERAL ENDOWMENT FUNDS THAT ARE USED FOR SPECIFIC PURPOSES. THE FUNDS ARE TO BE USED FOR SCHOLARSHIPS FOR COLLEGE STUDENTS, TO AID JEWISH COMMUNITIES WITH PROGRAMS SUCH AS THE KOSHER NUTRITION PROGRAM, PASSOVER RELIEF, HOLOCAUST EDUCATION, JEWISH COMMUNITY CENTER, AND JEWISH FAMILY SERVICES. THE FEDERATION ALSO USES ENDOWMENT FUNDS FOR GENERAL FUND USES AND OPERATING RESERVES.
SCHEDULE D, PAGE 3, PART XTHE FEDERATION, INCORPORATED UNDER CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS AS A TAX-EXEMPT ENTITY, HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION AS DEFINED BY SECTION 509(A) OF THE IRC. THEREFORE, IT IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. ASC 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES," REQUIRES THE FEDERATION TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE FEDERATION'S FINANCIAL STATEMENTS. THE FEDERATION REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATION RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. THE FEDERATION BELIEVES IT IS NO LONGER SUBJECT TO REVIEW BY TAXING AUTHORITIES FOR PERIOD BEFORE 2019. SUBSTANTIALLY ALL OF THE FEDERATION'S INCOME, EXPENDITURES, AND ACTIVIITES RELATE TO ITS EXEMPT PURPOSE, THEREFORE, MANAGEMENT HAS DETERMINED THAT THE FEDERATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ZISKIND SCHOOL OF JUDAISM
145 BROWNELL AVENEW BEDFORDMA02740042221601501C3$9,000TO SUPPORT STUDENTS
JEWISH FEDERATION OF NORT
25 BROADWAYNEW YORKNY10040131624240501C3$23,400TO SUPPORT THE HAIFA
BRISTOL COMMUNITY COLLEGE
777 ELSBREE STREETFALL RIVERMA02720GOV$5,400HOLOCAUST EDUCATION
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE EXECUTIVE DIRECTOR, ALONG WITH VARIOUS BOARD MEMBERS REVIEW AND ACCEPT THE TAX RETURNS AS WELL AS THE FINANCIAL STATEMENTS PRIOR TO FINAL ISSUANCE.
FORM 990, PAGE 6, PART VI, LINE 12CINFORMAL MONITORING OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS PERFORMED AND DISCUSSED AS ISSUES ARISE AT BOARD AND OTHER MEETINGS.
FORM 990, PAGE 6, PART VI, LINE 15ACOMPENSATION FOR THE EXECUTIVE DIRECTOR AND EMPLOYEES OF THE FEDERATION IS DISCUSSED AND APPROVED BY THE BOARD.
FORM 990, PAGE 6, PART VI, LINE 18THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PAGE 6, PART VI, LINE 19THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST ARE MADE AVAILABLE UPON REQUEST.