2025-09-22T09:05:48-05:00 2024-12-31 630352192 DENT MOSES LLP 2204 LAKESHORE DRIVE 300 BHAM AL 35209 990 2024-01-01 630833692 BIRMINGHAM JEWISH FOUNDATION INC BIRM 2058790416 3966 MONTCLAIR RD BIRMINGHAM AL 35213 FLORINA NEWCOMB CEO 2058790416 2025-09-18 1 0 JAMES W MOODY CPA P01298585 2058711880 2025-09-18 X 2024 2025-03-06 01:10:19Z FLORINA NEWCOMB 3966 MONTCLAIR RD BIRMINGHAM AL 35213 4173225 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. 24 24 0 12 0 25494 2145205 2701046 0 0 908887 1472179 0 0 3054092 4173225 2212598 2650546 0 0 260630 249309 0 0 139029 123660 153295 2596888 3053150 457204 1120075 37876646 42234686 180277 134165 37696369 42100521 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 2757565 2650546 4173225 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. 2757565 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 1 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 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 24 24 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 2.00 X X 0 0 0 AMY SAAG BOARD MEMBER 1.00 X 0 0 0 GARY CUTTER BOARD MEMBER 1.00 X 0 0 0 MARK SCHAEFFER BOARD MEMBER 1.00 X 0 0 0 CYNTHIA TOBIAS IMMEDIATE PAST PRESIDENT 1.00 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 DANIEL ODREZIN 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 STUART USDAN BOARD MEMBER 1.00 X 0 0 0 JACK ALAND BOARD MEMBER 1.00 X 0 0 0 STEVE 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 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 DANIEL COHN CEO 20.00 X 0 220277 35723 0 220277 35723 0 0 1 0 0 2701046 1650738 2701046 463443 463443 1008736 0 1008736 1008736 1008736 4173225 0 0 1472179 2650546 2650546 209579 58561 85678 65340 28159 7040 7040 14079 11571 2893 2893 5785 13775 8265 5510 4420 1768 1326 1326 4865 4865 13584 13584 MISCELLANEOUS 54256 14606 12552 27098 DEFERRED COMPENSATION 24875 6219 11194 7462 CAMPUS SECURITY 14000 4667 4667 4666 COMPUTERS 12513 4171 4171 4171 11007 2229 5186 3592 3053150 2757565 156556 139029 1403782 1830486 27882 27882 0 0 134624 128665 35118666 39007131 1219574 1268404 37876646 42234686 1300 5500 178977 128665 180277 134165 X 10919007 12853706 26777362 29246815 37696369 42100521 37876646 42234686 1120075 3284077 0 X X 0 1 X 1 0 X X 1 BIRMINGHAM JEWISH FEDERATION INC 631045456 7 1 970897 0 1 970897 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 251 2005435 1016006 9149644 1 1 9197960 361165 1195966 390824 -160502 10524769 8114215 230352 1122658 224785 44480 9197960 8641793 261213 -542505 185915 60371 8114215 7444486 515703 885212 120879 82729 8641793 6924377 245726 453776 102184 77209 7444486 0.74000 0.26000 0 0 27882 27882 0 0 463144 F ISRAEL BONDS 1185000 F JEWISH COMMUNITY ENDOWMENT POOL, LLP 37358987 F 39007131 DEFERRED COMPENSATION 128665 128665 7457302 3284077 3284077 4173225 0 4173225 3053150 0 3053150 0 3053150 1 ACTION AGAINST HUNGER 501 (C)(3) 20000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. CHABAD OF ALABAMA 501 (C)(3) 38000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. COLLAT JEWISH FAMILY SERVICES 3966 MONTCLAIR ROAD BIRMINGHAM AL 35213 631015318 501 (C)(3) 143171 0 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION HENRY S JACOBS CAMP 501 (C)(3) 115694 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. HONEST REPORTING 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) 20000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. LEVITE JEWISH COMMUNITY CENTER 501 (C)(3) 71014 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) 439615 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. STEPHEN WISE FREE SYNAGOGUE 501 (C)(3) 6844 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. TEMPLE BETH EL 501 (C)(3) 24236 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. TEMPLE BETH-EL FOUNDATION 501 (C)(3) 40000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. TEMPLE B'NAI SHALOM 501 (C)(3) 31228 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. TEMPLE EMANU-EL 501 (C)(3) 5500 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. UA BLOOM HILLEL 501 (C)(3) 10000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. TEMPLE BETH SHALOM 501 (C)(3) 12700 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. RAMAH DAROM 501 (C)(3) 7500 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. OPERA BIRMINGHAM 501 (C)(3) 10000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. NATIONAL JEWISH ADVOCACY CENTER 501 (C)(3) 16667 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. KNESSETH ISRAEL 501 (C)(3) 20000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. ATLANTA SCHOLARS KOLLEL 501 (C)(3) 187500 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. ALABAMA APPLESEED CENTER FOR LAW & JUSTICE 501 (C)(3) 10000 0 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. BIRMINGHAM JEWISH FEDERATION INC 501 (C)(3) 970897 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 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DANIEL COHN CEO 0 216000 0 0 0 4277 0 16200 0 19523 0 256000 0 0 PART I, LINE 1A THE CEO'S DISCRETIONARY SPENDING ACCOUNT SUPPORTS THE MISSION OF THE ORGANIZATION BY ENABLING TIMELY, STRATEGIC ACTIONS SUCH AS CULTIVATING DONOR RELATIONSHIPS, ATTENDING KEY EVENTS, AND RESPONDING QUICKLY TO MISSION-ALIGNED OPPORTUNITIES. THIS FLEXIBILITY ENHANCES THE CEO'S ABILITY TO REPRESENT THE ORGANIZATION EFFECTIVELY AND PURSUE INITIATIVES THAT FURTHER ITS IMPACT. ALL SPENDING IS SUBJECT TO INTERNAL REVIEW TO ENSURE ACCOUNTABILITY AND ALIGNMENT WITH ORGANIZATIONAL GOALS. X 17 1187594 QUOTED MARKET PRICE X 1 463144 INDEPENDENT APPRAISAL 0 1 1 PART I, LINE 32B: USES THIRD-PARTY BROKERAGE FIRMS TO COMPLETE INVESTMENT TRANSACTIONS FORM 990, PART VI, SECTION A, LINE 2 DANIELLE WEINTRAUB AND ALAN WEINTRAUB - FAMILY RELATIONSHIP AARON NELSON AND JERRY HELD - FAMILY RELATIONSHIP JERRY HELD AND GINGER HELD - FAMILY RELATIONSHIP 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 XII, LINE 2C: NO CHANGES FROM PRIOR YEAR. 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