2020-04-30T08:18:12-05:00 2019-06-30 510232399 BELFINT LYONS & SHUMAN PA 1011 CENTRE RD STE 310 WILMINGTON DE 19805 990 2018-07-01 510064315 JEWISH FEDERATION OF DELAWARE INC JEWI 3024272100 101 GARDEN OF EDEN RD WILMINGTON DE 19803 SETH KATZEN CHIEF EXECUTIVE OFFICER 3024272100 2020-04-20 1 JONATHAN D MOLL CPA P01053700 3022250600 2020-04-20 50.233.99.242 2020-04-20 13:26:30 ED P 2ED5915EFABC8E442CF9278B4904A2488304A11F F33F5C37592A9792D6118D2AB2B8A918A06738D1 2018 2020-11-19 02:30:22Z SETH KATZEN 101 GARDEN OF EDEN RD WILMINGTON DE 19803 6828661 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. 22 22 9 200 99510 0 2749035 3129835 210237 182415 680565 842615 1186533 1233963 4826370 5388828 1806956 2027136 0 0 787425 905802 0 0 259802 2202136 2250573 4796517 5183511 29853 205317 39945767 42176087 13364532 15393140 26581235 26782947 TO MOBILIZE THE JEWISH COMMUNITY TO ADDRESS ISSUES, MEET NEEDS, AND BUILD AN AGENDA FOR THE FUTURE. 0 0 2452494 82905 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. 2027136 2027136 GRANTS AND ALLOCATIONS TO CHARITABLE AGENCIES. 181790 99510 "JEWISH VOICE" PUBLICATION FOR EDUCATIONAL AND INFORMATIONAL USE TO THE PUBLIC. 4661420 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 10 0 1 9 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 22 1 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 JACK BLUMENFELD BOARD MEMBER 1.00 X 0 0 0 CONNIE J SUGARMAN BOARD MEMBER 1.00 X 0 0 0 DAVID MARGULES VICE PRESIDENT 1.00 X X 0 0 0 WILLIAM W WAGNER PRESIDENT 1.00 X X 0 0 0 KEN BUBES ASSISTANT TREASURER 1.00 X X 0 0 0 ALLISON LAND ESQ SECRETARY 1.00 X X 0 0 0 MITCHELL STEINBERG VICE PRESIDENT 1.00 X X 0 0 0 JOHN A ELZUFON BOARD MEMBER 1.00 X 0 0 0 JAN GOODMAN BOARD MEMBER 1.00 X 0 0 0 DIANA CAINE BOARD MEMBER 1.00 X 0 0 0 HERB KONOWITZ BOARD MEMBER 1.00 X 0 0 0 RUSS SILBERGLIED VICE PRESIDENT 1.00 X 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 RICHARD A LEVINE ESQ BOARD MEMBER 1.00 X 0 0 0 MICHELLE MARGULES BOARD MEMBER 1.00 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 JIM ZASLAVSKY BOARD MEMBER 1.00 X 0 0 0 JOSHUA SCHOENBERG BOARD MEMBER 1.00 X 0 0 0 JESSE MILLER BOARD MEMBER 1.00 X 0 0 0 DAVID UDOFF BOARD MEMBER 1.00 X 0 0 0 SETH J KATZEN CHIEF EXECUTIVE OFFICER 40.00 X 224113 0 19914 WENDY BERGER SENIOR VICE PRESIDENT - DE 40.00 X 117596 0 13918 341709 0 33832 2 0 1 0 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 15262 FACILITY MANAGEMENT SERVICES 327596 1 3129835 452324 3129835 JEWISH VOICE ADVERTISING 511110 96084 96084 INVESTMENT FEES 561000 82905 82905 JEWISH VOICE CIRCULATIONS 511110 3426 3426 182415 559212 559212 1233963 0 1233963 1233963 1233963 1723236 1439833 283403 283403 283403 5388828 82905 99510 2076578 2027136 2027136 242848 157851 24285 60712 555658 321288 104258 130112 15524 8796 1473 5255 42868 12661 20776 9431 48904 28325 8842 11737 29888 29888 50000 50000 90991 54443 18981 17567 16105 8445 7648 12 105717 69387 29419 6911 1192787 1192787 10503 5206 2388 2909 33456 33456 613625 613625 5427 5427 PROGRAMS AND EVENTS 71154 56024 15130 POSTAGE 18311 12482 5819 10 BAD DEBT 9508 9508 TELEPHONE 3101 3085 16 5183511 4661420 262289 259802 43080 1388897 533875 836989 737359 25828 25238 210000 210000 91509 76795 25244156 13889324 11799710 11354832 25753550 27732726 159249 160006 491977 490234 39945767 42176087 51448 179245 1041882 1125177 11347483 13164999 923719 923719 13364532 15393140 X 18961928 18869774 3680040 3737873 3939267 4175300 26581235 26782947 39945767 42176087 X 205317 17422 -21027 0 X X 0 1 X 1 0 X 2979932 3204112 2641994 2749035 3129875 14704948 2979932 3204112 2641994 2749035 3129875 14704948 1294759 13410189 1355833 1517120 1479202 1657974 1793175 7803304 22508252 607956 0.59580 0.61580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52 901876 850423 5344908 1 1 0 1 X 14795712 1355502 860037 1692468 15318783 13749854 1111427 1179020 1244589 14795712 12357844 972120 1536391 1116501 13749854 12239316 1398685 -119259 1160898 12357844 11580397 1598212 129890 1069183 12239316 0.48560 0.24180 0.27260 0 0 634486 634486 23961689 13473623 10488066 474749 342769 131980 173232 72932 100300 11354832 X 5356250 17422 17422 5338828 50000 50000 5388828 5133511 0 5133511 50000 50000 5183511 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, 2019 AND 2018. 1 ADAS KODESCH SHEL EMETH 4415 WASHINGTON BLVD WILMINGTON DE 19802 510081337 501(C)3 8140 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 191963 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 BARNARD COLLEGE 3009 BROADWAY NEW YORK NY 10027 131628149 501(C)3 10000 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 8393 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS CENTRAL FUND OF ISRAEL 461 CENTRAL AVE CEDARHURST NY 11516 132992985 501(C)3 7500 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 COLEL CHABAD 806 EASTERN PARKWAY BROOKLYN NY 11213 113254483 501(C)3 5000 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 5000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS CONGREGATION BETH EMETH 300 W LEA BLVD WILMINGTON DE 19802 510070542 501(C)3 7292 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS CONGREGATION BETH SHALOM 45 W 36TH STREET 11TH FLOOR NEW YORK NY 10018 222584370 501(C)3 37762 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS CONGREGATION ZICHRON CHAIM INC 24 CARANETTA DRIVE LAKEWOOD NJ 08701 753069215 501(C)3 6000 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 EMORY UNIVERSITY 201 DOWMAN DRIVE ATLANTA GA 30322 582298500 501(C)3 6000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS EZRAT ISRAEL INC 806 EASTERN PARKWAY BROOKLYN NY 11213 113637996 501(C)3 5000 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 HONEST REPORTING COM INC 165 E 56TH STREET NEW YORK NY 10022 061611859 501(C)3 7500 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 98167 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 559936 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 25747 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS KOSLOFF TORAH ACADEMNY 50 MONTGOMERY AVENUE BALA CYNWYD PA 19004 452611143 501(C)3 12800 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 128023 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS LAFAYETTE COLLEGE 730 HIGH STREET EASTON PA 18042 240795686 501(C)3 30000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS LYTE SCHOLARS PO BOX 1636 WILMINGTON DE 19801 222804785 501(C)3 5000 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 51749 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS PHILADELPHIA COMMUNITY KOLLEL 364 MONTGOMERY AVENUE MERION STATION PA 19066 223545216 501(C)3 24700 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS PLANNED PARENTHOOD 625 N SHIPLEY STREET WILMINGTON DE 19801 131644147 501(C)3 7180 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS SIEGEL JCC 101 GARDEN OF EDEN ROAD WILMINGTON DE 19803 510075823 501(C)3 253031 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS SOS CHILDREN'S VILLAGE USA 1620 I ST NW STE 900 WASHINGTON DC 20006 136188433 501(C)3 17500 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS TEMPLE BETH EL 301 POSSUM PARK ROAD NEWARK DE 19711 237448707 501(C)3 7308 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 15825 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA 11 BROADWAY 1301 NEW YORK NY 10004 135623717 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 14044 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS UNIVERSITY OF DELAWARE 83 E MAIN STREET NEWARK DE 19716 516000297 501(C)3 19000 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 11317 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS WALDORF PARENTS ASSOCIATION 517 SORAPARU STREET NEW ORLEANS LA 70130 721483008 501(C)3 5000 FAIR MARKET VALUE N/A ENDOWMENT FUND GRANTS AND ALLOCATIONS WASHINGTON INSTITUTE FOR NEAR EAST POLICY 1111 19TH STREET WASHINGTON DC 20001 521376034 501(C)3 10000 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 CHIEF EXECUTIVE OFFICER 224113 0 0 0 0 0 11344 0 8570 0 244027 0 0 0 X 452324 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 DAVID AND MICHELLE MARGULES ARE MARRIED. 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. 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. FORM 990, PART XI, LINE 8 DURING THE YEAR THE FEDERATION RESTATED PRIOR YEAR NET ASSETS TO REMOVE ASSETS THAT WERE DETERMINED TO BE ASSETS HELD ON THE BEHALF OF OTHERS. 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