2021-02-25T11:51:28-06:00 2020-06-30 510232399 BELFINT LYONS & SHUMAN PA 1011 CENTRE RD STE 310 WILMINGTON DE 19805 990 2019-07-01 510064315 JEWISH FEDERATION OF DELAWARE INC JEWI 3024272100 101 GARDEN OF EDEN RD WILMINGTON DE 19803 SETH KATZEN CHIEF EXECUTIVE OFFICER 3024272100 2021-02-16 1 JONATHAN D MOLL CPA P01053700 3022250600 2021-02-16 2019 2022-09-23 18:48:47Z SETH KATZEN 101 GARDEN OF EDEN RD WILMINGTON DE 19803 10728698 0 X WWW.SHALOMDELAWARE.ORG X 1936 DE TO MOBILIZE THE JEWISH COMMUNITY TO ADDRESS ISSUES, MEET NEEDS, AND BUILD AN AGENDA FOR THE FUTURE. 23 23 11 200 128075 0 3129835 3274790 182415 224712 842615 485019 1233963 1277479 5388828 5262000 2027136 2260391 0 0 905802 897003 0 0 301726 2250573 2025149 5183511 5182543 205317 79457 42176087 42280226 15393140 15374069 26782947 26906157 TO MOBILIZE THE JEWISH COMMUNITY TO ADDRESS ISSUES, MEET NEEDS, AND BUILD AN AGENDA FOR THE FUTURE. 0 0 2267930 96637 OTHER PROGRAMS RELATED TO ADRESSING ISSUES, MEETING NEEDS, AND PLANNING FOR THE FUTURE. PROGRAM ACTIVITIES INCLUDE EDUCATIONAL SERVICES FOR THE COMMUNITY AND ADMINSITRATION OF THE JEWISH FUND FOR THE FUTURE. 2260391 2260391 GRANTS AND ALLOCATIONS TO CHARITABLE AGENCIES. 193475 128075 "JEWISH VOICE" PUBLICATION FOR EDUCATIONAL AND INFORMATIONAL USE TO THE PUBLIC. 4721796 1 1 0 0 0 1 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 17 0 1 11 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X THE ORGANIZATION 3024272100 101 GARDEN OF EDEN ROAD WILMINGTON DE 19803 RICHARD A LEVINE ESQ PRESIDENT 1.00 X X 0 0 0 DAVID MARGULES VICE PRESIDENT 1.00 X X 0 0 0 RUSS SILBERGLIED VICE PRESIDENT 1.00 X X 0 0 0 MITCHELL STEINBERG VICE PRESIDENT 1.00 X X 0 0 0 ALLISON LAND ESQ SECRETARY 1.00 X X 0 0 0 LISA DADONE-WEINER ASSISTANT SECRETARY 1.00 X X 0 0 0 ROBERT HRONSKY TREASURER 1.00 X X 0 0 0 DIANA CAINE ASSISTANT TREASURER 1.00 X X 0 0 0 JACK BLUMENFELD BOARD MEMBER 1.00 X 0 0 0 KEN BUBES BOARD MEMBER 1.00 X 0 0 0 JOHN ELZUFON BOARD MEMBER 1.00 X 0 0 0 SUZANNE B GRANT BOARD MEMBER 1.00 X 0 0 0 ROBIN KAUFFMAN SARAN BOARD MEMBER 1.00 X 0 0 0 CONNIE SUGARMAN BOARD MEMBER 1.00 X 0 0 0 JAMES ZASLAVSKY BOARD MEMBER 1.00 X 0 0 0 JAN GOODMAN BOARD MEMBER 1.00 X 0 0 0 HERB KONOWITZ BOARD MEMBER 1.00 X 0 0 0 JESSE MILLER BOARD MEMBER 1.00 X 0 0 0 JOSHUA SCHOENBERG BOARD MEMBER 1.00 X 0 0 0 DAVID UDOFF BOARD MEMBER 1.00 X 0 0 0 ALAN HOROWITZ BOARD MEMBER 1.00 X 0 0 0 MARTY LESSNER BOARD MEMBER 1.00 X 0 0 0 HEDY MINTZ BOARD MEMBER 1.00 X 0 0 0 SETH J KATZEN PRESIDENT AND CHIEF EXECUTIVE OFFICER 40.00 X 221833 0 19810 WENDY BERGER SENIOR VICE PRESIDENT 40.00 X 125541 0 14341 347374 0 34151 2 0 1 0 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 15262 FACILITY MANAGEMENT SERVICES 239697 1 207552 3067238 200827 3274790 JEWISH VOICE ADVERTISING 511110 124850 124850 INVESTMENT FEES 561000 96637 96637 JEWISH VOICE CIRCULATIONS 511110 3225 3225 224712 441160 441160 1277479 0 1277479 1277479 1277479 5510557 5466698 43859 43859 43859 5262000 96637 128075 1762498 2260391 2260391 247158 160653 24715 61790 524795 307500 62373 154922 21155 11693 2137 7325 56740 29444 8846 18450 47155 27864 5476 13815 17318 17318 53287 53287 92068 56190 11271 24607 12049 6608 5001 440 109626 85887 13316 10423 1015887 1015887 3374 1507 1369 498 28437 28437 583006 583006 5850 5850 PROGRAMS AND EVENTS 60745 53284 7461 BAD DEBT 25000 25000 POSTAGE 14755 12863 771 1121 TELEPHONE 3747 2295 578 874 5182543 4721796 159021 301726 1388897 2074216 737359 794429 25238 113772 210000 210000 76795 56907 25410470 14472330 11354832 10938140 27732726 27452882 160006 160072 490234 479808 42176087 42280226 179245 87167 1125177 1161121 13164999 13309187 923719 816594 0 15393140 15374069 X 18869774 18919404 7913173 7986753 26782947 26906157 42176087 42280226 79457 43753 0 X X 0 1 X 1 0 X 3204112 2641994 2749035 3129875 3274790 14999806 3204112 2641994 2749035 3129875 3274790 14999806 1415784 13584022 1517120 1479202 1657974 1793175 1718639 8166110 23165916 560930 0.58640 0.59580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52 873401 1187003 5145382 1 1 0 1 X 15318783 1497543 528772 2146172 53287 15145639 14795712 1355502 860037 1692468 15318783 13749854 1111427 1179020 1244589 14795712 12357844 972120 1536391 1116501 13749854 12239316 1398685 -119259 1160898 12357844 0.47480 0.27730 0.24790 0 0 634486 634486 23998318 14023859 9974459 604434 367050 237384 173232 81421 91811 10938140 X 5252466 43753 43753 5208713 53287 53287 5262000 5129256 0 5129256 53287 53287 5182543 PART IV, LINE 2B: THE FEDERATION HOLDS FUNDS IN ITS INVESTMENT POOL ON BEHALF OF OTHERS. THE FEDERATION HAS NO CONTROL OVER DISTRIBUTIONS FROM THESE FUNDS, WHICH MUST BE LIQUIDATED AND DISTRIBUTED UPON THE OWNERS REQUEST. PART V, LINE 4: THE FEDERATION USES ITS ENDOWMENT FUNDS TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR THE USE OF SUPPORTING CERTAIN PROGRAMS AND OTHER MISSION RELATED PURPOSES. PART X, LINE 2: INCOME NOT RELATED TO THE FEDERATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA IMPOSE A THRESHOLD FOR DETERMINING WHEN AN INCOME TAX BENEFIT CAN BE RECOGNIZED IN REGARD TO UNCERTAIN TAX POSITIONS. THE FEDERATION HAS DETERMINED THAT NO LIABILITY FOR UNCERTAIN TAX POSITIONS IS REQUIRED TO BE ACCRUED AND INCLUDED IN THE STATEMENTS OF FINANCIAL POSITION AS OF JUNE 30, 2020 AND 2019. 1 ADAS KODESCH SHEL EMETH 4415 WASHINGTON BLVD WILMINGTON DE 19802 510081337 501(C)3 7200 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS ALBERT EINSTEIN ACADEMY 101 GARDEN OF EDEN ROAD WILMINGTON DE 19803 510110582 501(C)3 182031 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 521623781 501(C)3 80000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS B LAB 15 WATERLOO AVE BERWYN PA 19312 205958773 501(C)3 25000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS AMERICAN ASSOCIATES BEN-GURION UNIVERSITY OF THE NEGEV 1001 AVENUE OF THE AMERICAS 19TH FL NEW YORK NY 10018 237270753 501(C)3 6850 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS BNAI BRITH YOUTH ORGANIZATION 800 8TH STREET NW WASHINGTON DC 20001 383875353 501(C)3 7903 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS AMERICAN JEWISH WORLD SERVICES 45 W 36TH STREET 11TH FLOOR NEW YORK NY 10018 222584370 501(C)3 15000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS CHABAD AT THE SHORE INC 21 S TROY AVE VENTNOR CITY NJ 08406 463906817 501(C)3 10000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS CHRISTIANA CARE HEALTH SYSTEMS 501 WEST 14TH ST WILMINGTON DE 19801 521479538 501(C)3 12500 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS AMERICAN RED CROSS 431 18TH ST NW WASHINGTON DC 20006 530196605 501(C)3 6304 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS COMMUNITY LEGAL AID SOCIETY INC PO BOX 2113 WILMINGTON DE 19899 516000158 501(C)3 10000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS CONGREGATION BETH EMETH 300 W LEA BLVD WILMINGTON DE 19802 510070542 501(C)3 11349 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS CONGREGATION BETH SHALOM 1801 BAYNARD BLVD WILMINGTON DE 19802 510072863 501(C)3 17845 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS BAYHEALTH FOUNDATION 640 S STATE ST DOVER DE 19901 222559843 501(C)3 25000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS DOCTORS WITHOUT BORDERS 333 7TH AVENUE 2ND FLOOR NEW YORK NY 10021 133433452 501(C)3 5000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS FAITHFUL FRIENDS 12 GERMANY DRIVE WILMINGTON DE 19804 510410508 501(C)3 21000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS FRIENDS OF THE ISRAELI DEFENSE FORCES 60 EAST 42ND ST NEW YORK NY 10165 133156445 501(C)3 30250 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS HEIFER INTERNATIONAL FOUNDATION PO BOX 727 LITTLE ROCK AR 72203 710699939 501(C)3 10000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS HOLOCAUST CENTER FOR HUMANITY 2045 2ND AVE SEATTLE WA 98121 911464233 501(C)3 20000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS JEWISH FAMILY SERVICES OF DELAWARE 99 PASSMORE ROAD WILMINGTON DE 19803 510097026 501(C)3 130444 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 508302 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS JEWISH NATIONAL FUND 42 E 69TH ST NEW YORK NY 10021 131659627 501(C)3 58748 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS KOSLOFF TORAH ACADEMNY 50 MONTGOMERY AVENUE BALA CYNWYD PA 19004 452611143 501(C)3 8400 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS KRISTOL CENTER FOR JEWISH LIFE HILLEL FOUNDATION UNIV OF DELAWARE 47 W DELAWARE AVE NEWARK DE 19711 510331975 501(C)3 122225 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS LAFAYETTE COLLEGE 730 HIGH STREET EASTON PA 18042 240795686 501(C)3 160000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS JEWISH HISTORICAL SOCIETY OF DELAWARE 505 N MARKET ST WILMINGTON DE 19801 237439188 501(C)3 14549 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS MILTON AND HATTIE KUTZ HOME INC 704 RIVER ROAD WILMINGTON DE 19809 510070786 501(C)3 116387 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS PHILADELPHIA COMMUNITY KOLLEL 364 MONTGOMERY AVENUE MERION STATION PA 19066 223545216 501(C)3 10000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS MESTIVA HIGH SCHOOL OF GREATER PHILADELPHIA 314 LEVERING MILL RD BALA CYNWYD PA 19004 463823388 501(C)3 20000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS SIEGEL JEWISH COMMUNITY CENTER 101 GARDEN OF EDEN ROAD WILMINGTON DE 19803 510075823 501(C)3 283188 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS MULTIPLE SYSTEM ATROPHY COALITION 9935-D REA RD 212 CHARLOTTE NC 28277 742926378 501(C)3 30000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS TEMPLE BETH EL 301 POSSUM PARK ROAD NEWARK DE 19711 237448707 501(C)3 14304 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS TRANSGENDER LEGAL DEFENSE AND EDUCATION FUND INC 520 8TH AVENUE SUITE 2204 NEW YORK NY 10018 043762842 501(C)3 29000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS NCSY 2 EXCUTIVE BLVD STE 103 SUFFERN NY 10901 263277052 501(C)3 10000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS UNITED WAY OF DELAWARE INC 625 ORANGE STREET 3RD FLOOR WILMINGTON DE 19801 510073399 501(C)3 14074 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE FOUNDATION 4170 CITY AVENUE PHILADELPHIA PA 19131 222691757 501(C)3 12500 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS UNIVERSITY OF DELAWARE- CHABAD 262 SOUTH COLLEGE AVENUE NEWARK DE 19711 222842231 501(C)3 26152 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS SAVE A CHILD'S HEART FOUNDATION PO BOX 59172 POTOMAC MD 20859 521783323 501(C)3 10000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS WASHINGTON INSTITUTE FOR NEAR EAST POLICIES 1111 19TH STREET WASHINGTON DC 20001 521376034 501(C)3 10000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS UNITED JEWISH FEDERATION OF TIDEWATER FOUNDATION 5000 CORPORATE WOODS DR VIRGINA BEACH VA 23462 541653165 501(C)3 5500 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS UNITED STATES HOLOCAUST MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 521309391 501(C)3 10271 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS YESHIVA REISHIT YERUSHALAYIM 1931 HOMECREST AVENUE BROOKLYN NY 11229 113183005 501(C)3 10000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS JEWISH COMMUNITY CEMETERTY ASSOCIATION BURIAL FUND PO BOX 7054 WILMINGTON DE 19803 510098121 501(C)3 6800 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS PART I, LINE 2: PROCEDURE FOR MONITORING GRANTS INSIDE THE US: THE FEDERATION REQUIRES EACH AGENCY THAT RECEIVES A GRANT TO SUBMIT THEIR BUDGET AND FINANCIAL STATEMENTS. MANAGEMENT REVIEWS THIS INFORMATION TO MONITOR GRANT COMPLINACE AND ENSURE EACH RECIPIENT ORGANIZATION IS CARRYING OUT THE INTENDED PURPOSES EACH YEAR. X X X 0 0 0 0 0 0 0 0 0 SETH J KATZEN PRESIDENT AND CHIEF EXECUTIVE OFFICE 221833 0 0 0 0 0 11255 0 8555 0 241643 0 0 0 X 200827 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER, AUDIT COMMITTEE, AND PRESIDENT REVIEW THE 990 TO ENSURE THE INFORMATION IS ACCURATE AND APPROPRIATE. THE FORM IS THEN PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FEDERATION ASKS BOARD MEMBERS TO FILL OUT AN ANNUAL CONFLICT OF INTEREST STATEMENT AT THE ANNUAL BOARD MEETING. THE OFFICERS OF THE BOARD REVIEW THE STATEMENTS TO ADDRESS ANY POTENTIAL CONFLICTS AS IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15 THE FEDERATION RECEIVES COMPARABLE INFORMATION FROM OTHER FEDERATIONS ACROSS THE COUNTRY. THIS INFORMATION IS THEN COMPARED TO CURRENT SALARIES TO DETERMINE IF THEY ARE REASONABLE. RAISES ARE APPROVED BASED OFF THE RESULTS OF THE COMPARATIVE TESTING. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL KEPT IN THE ADMINISTRATION OFFICE AND AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION MADE NO CHANGES TO ITS OVERSIGHT AND SELECTION PROCESS DURING THE FISCAL YEAR. BUCHOLTZ FAMILY CHARITABLE TRUST 101 GARDEN OF EDEN RD WILMINGTON DE 19803 516506790 CHARITABLE DE 501(C)(3) LINE 12A, I N/A 1 CHARITABLE TRUST IN MEMORY OF THE DESCENDENTS OF LENA AND BEREL GOLDINGER 101 GARDEN OF EDEN RD WILMINGTON DE 19803 516181551 CHARITABLE DE 501(C)(3) LINE 12A, I N/A 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 CHARITABLE TRUST IN MEMORY OF THE DESCENDENTS OF LENA AND BEREL GOLDINGER C 200000 FAIR VALUE