2020-11-11T16:39:02-06:00 2019-12-31 630352192 DENT MOSES LLP 2204 LAKESHORE DRIVE 300 BHAM AL 35209 990 2019-01-01 630833692 BIRMINGHAM JEWISH FOUNDATION INC BIRM 2058790416 3966 MONTCLAIR RD BIRMINGHAM AL 35213 SALLY FRIEDMAN EXECUTIVE DIRECTOR 2058790416 2020-11-10 1 JAMES W MOODY CPA P01298585 2058711880 2020-11-10 X 99.166.105.177 2020-11-10 12:59:39 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 E254C21F86B2E82E97956B9C5305B9262C9E9052 2019 2021-01-29 14:40:06Z SALLY FRIEDMAN 3966 MONTCLAIR ROAD BIRMINGHAM AL 35213 2861389 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 5 0 -122175 3132755 2356308 0 0 807165 505081 0 0 3939920 2861389 1807349 1932350 0 0 248873 245927 0 0 111090 133270 144117 2189492 2322394 1750428 538995 28208879 32033286 178754 144008 28030125 31889278 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 2001573 1932350 2861389 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. 2001573 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 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 TREASURER 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 VICE 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 EDMOND DENABURG 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 JULIAN BROOK BOARD MEMBER 1.00 X 0 0 0 LINDA BARSTEIN BOARD MEMBER 1.00 X 0 0 0 LISA ENGEL BOARD MEMBER 1.00 X 0 0 0 RICHARD PIZITZ JR PAST PRESIDENT 1.00 X X 0 0 0 RICK ROTH BOARD MEMBER 1.00 X 0 0 0 SCOTT GEWANT PRESIDENT 2.00 X X 0 0 0 SHERI KRELL BOARD MEMBER 1.00 X 0 0 0 STEPHEN ROYAL BOARD MEMBER 1.00 X 0 0 0 STEVEN ALTMAN SECRETARY 1.00 X 0 0 0 STEVEN CORENBLUM VICE PRESIDENT 1.00 X X 0 0 0 SUSAN GREENE BOARD MEMBER 1.00 X 0 0 0 SALLY FRIEDMAN EXECUTIVE DIRECTOR 40.00 X 0 115547 16530 0 115547 16530 1 0 0 0 0 2356308 1126238 2356308 298158 298158 206923 0 206923 206923 206923 2861389 0 0 505081 1932350 1932350 115546 23109 51996 40441 76437 17990 44742 13705 38384 9596 9596 19192 15560 3890 3890 7780 11000 6600 4400 61293 880 59098 1315 2763 552 2211 8000 4000 4000 940 207 56 677 3818 382 3436 9500 9500 DEFERRED COMPENSATION 18850 4712 8483 5655 PROMOTIONS 8386 4193 0 4193 BANK CHARGE 4571 0 4571 0 COMPUTERS 4110 1370 1370 1370 10886 2342 3618 4926 2322394 2001573 209731 111090 1387185 1286683 62400 41417 27882 27882 0 0 75385 93995 25492054 29324036 1191855 1287155 28208879 32033286 103490 49893 75264 94115 178754 144008 X 9689356 11151169 18340769 20738109 28030125 31889278 28208879 32033286 X 538995 3320157 1 X X 0 1 X 1 0 X X 1 BIRMINGHAM JEWISH FEDERATION INC 631045456 7 1 556837 0 1 556837 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 288 1637589 1414751 8669831 1 1 6093330 233483 811529 159238 54727 6924377 6461493 107471 -253197 167264 55173 6093330 6271206 93731 574869 165766 312547 6461493 6005843 87635 339793 104147 57918 6271206 5992406 289058 -63979 161151 50491 6005843 0.85000 0.15000 0 0 27882 27882 0 0 ISRAEL BONDS 1100000 F JEWISH COMMUNITY ENDOWMENT POOL, LLP 28224036 F 29324036 DEFERRED COMPENSATION 94115 94115 6181546 3320157 3320157 2861389 0 2861389 2322394 0 2322394 0 2322394 1 LEVITE JEWISH COMMUNITY CENTER 3960 MONTCLAIR ROAD BIRMINGHAM AL 35213 630288848 501 (C)(3) 55000 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) 234836 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) 163850 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION BIRMINGHAM JEWISH FEDERATION INC 3960 MONTCLAIR ROAD BIRMINGHAM AL 35213 631045456 501 (C)(3) 556837 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. ALABAMA SYMPHONY ORCHESTRA 501 (C)(3) 5000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. ALTAMONT SCHOOL 501 (C)(3) 16666 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION ASPEN INSTITUTE 501 (C)(3) 10000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION BIRMINGHAM HOLOCAUST 501 (C)(3) 20680 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION INDIAN SPRINGS SCHOOL 501 (C)(3) 8000 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION JEWISH FEDERATION OF GREATER WASHINGTON 501 (C)(3) 10000 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION LERNER JEWISH COMMUNITY DAY SCHOOL 501 (C)(3) 20000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION RABBI GRAFMAN ENDOWMENT 501 (C)(3) 20500 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION RAMAH DAROM 501 (C)(3) 10000 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION RED MOUNTAIN THEATRE 501 (C)(3) 15000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION TEMPLE BETH EL 501 (C)(3) 63028 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. TEMPLE B'NAI SHALOM 501 (C)(3) 7107 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. TEMPLE EMANU-EL 501 (C)(3) 22500 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. UNITED ABILITY 501 (C)(3) 5000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. UNITED STATES HOLOCAUST MEMORIAL MUSEM 501 (C)(3) 5000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. UNITED WAY OF CENTRAL 501 (C)(3) 25500 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. 70 FACES MEDIA 501 (C)(3) 10000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. ACTION AGAINST HUNGER 501 (C)(3) 5000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. CHABAD OF ALABAMA 501 (C)(3) 5000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. COMMUNITY FOUNDATION OF GREATER BIRMINGHAM 501 (C)(3) 25000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. JEWISH FUNDER NETWORK 501 (C)(3) 10000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. CENTROPA 501 (C)(3) 5000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. CRIMSON TIDE FOUNDATION 501 (C)(3) 5000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. DURHAM-CHAPEL HILL JEWISH FEDERATION 501 (C)(3) 115702 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. FAITH IN ACTION ALABAMA 501 (C)(3) 5000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. HEBREW UNION CONGREGATION 501 (C)(3) 20000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. HENRY S JACOBS CAMP 501 (C)(3) 5000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. BIRMINGHAM SOUTHERN COLLEGE 501 (C)(3) 20000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. SECURE COMMUNITY NETWORK 501 (C)(3) 25000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. SIDEWALK FILM CENTER & CINEMA 501 (C)(3) 7500 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. SPRING VALLEY SCHOOL 501 (C)(3) 5000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. US ISRAEL EDUCATION ASSOCIATION 501 (C)(3) 5000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. UAB 501 (C)(3) 10000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. UAB DIVISION OF CARDIOVASCULAR DISEASE 501 (C)(3) 36000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. UNIVERSITY OF ALABAMA 501 (C)(3) 10000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. UNIVERSITY OF ALABAMA AT BIRMINGHAM 501 (C)(3) 100000 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 47 1126238 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 SALLY FRIEDMAN, EXECUTIVE DIRECTOR OF BIRMINGHAM JEWISH FOUNDATION IS MARRIED TO RICHARD FRIEDMAN, EXECUTIVE DIRECTOR OF BIRMINGHAM JEWISH FEDERATION, A RELATED TAX-EXEMPT ENTITY STEVEN CORENBLUM AND CARYN CORENBLUM - HUSBAND AND WIFE GINGER HELD, JERRY HELD, AND AARON NELSON - FAMILY RELATIONSHIP JANET AARONS AND SALLY FRIEDMAN - FAMILY RELATIONSHIP HILARY GEWANT AND SCOTT GEWANT - HUSBAND AND WIFE DANIELLE WEINTRAUB AND ALAN WEINTRAUB - HUSBAND AND WIFE STEVEN CORENBLUM AND SUSAN GREENE - 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 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 556837 BIRMINGHAM JEWISH FEDERATION INC N 13338 BIRMINGHAM JEWISH FEDERATION INC O 47954 BIRMINGHAM JEWISH FEDERATION INC P 251119