2019-10-28T16:28:17-05:00 2018-12-31 630352192 DENT MOSES LLP 2204 LAKESHORE DRIVE 300 BHAM AL 35209 990 2018-01-01 630833692 BIRMINGHAM JEWISH FOUNDATION INC BIRM 2058790416 3966 MONTCLAIR RD BIRMINGHAM AL 35213 SALLY FRIEDMAN EXECUTIVE DIRECTOR 2058790416 2019-10-17 1 JAMES W MOODY CPA P01298585 2058711880 2019-10-17 X 99.166.105.177 2019-10-17 08:11:48 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 37DD73A7EC70E76C46B8713AD43537E5CB770CC8 2018 2020-01-14 16:20:31Z SALLY FRIEDMAN 3966 MONTCLAIR ROAD BIRMINGHAM AL 35213 3939920 0 X FOUNDATION.BJF.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. 23 23 0 5 0 6833 1305653 3132755 0 0 757094 807165 0 0 2062747 3939920 2341274 1807349 0 0 246496 248873 0 0 114496 136910 133270 2724680 2189492 -661933 1750428 28412465 28208879 172055 178754 28240410 28030125 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 1873968 1807349 3939920 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. 1873968 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 1 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 23 23 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 LINDA BARTSTEIN BOARD MEMBER 1.00 X 0 0 0 GINGER HELD PAST PRESIDENT 1.00 X X 0 0 0 RICHARD PIZITZ JR PRESIDENT 2.00 X X 0 0 0 SCOTT GEWANT VICE-PRESIDENT 2.00 X X 0 0 0 ALAN WEINTRAUB BOARD MEMBER 1.00 X 0 0 0 JULIAN BROOK BOARD MEMBER 1.00 X 0 0 0 CARYN CORENBLUM BOARD MEMBER 1.00 X 0 0 0 STEVE ALTMANN BOARD MEMBER 1.00 X 0 0 0 HILARY GEWANT BOARD MEMBER 1.00 X 0 0 0 RICK ROTH BOARD MEMBER 1.00 X 0 0 0 STEVEN CORENBLUM SECRETARY 2.00 X X 0 0 0 JACK LEVY BOARD MEMBER 1.00 X 0 0 0 DAVID SHER BOARD MEMBER 1.00 X 0 0 0 CYNTHIA TOBIAS BOARD MEMBER 1.00 X 0 0 0 GARY SCHIFF BOARD MEMBER 1.00 X 0 0 0 AARON NELSON TREASURER 2.00 X X 0 0 0 JERRY HELD BOARD MEMBER 1.00 X 0 0 0 SUSAN GREENE BOARD MEMBER 1.00 X 0 0 0 SHERI KRELL BOARD MEMBER 1.00 X 0 0 0 STEVE ROYAL BOARD MEMBER 1.00 X 0 0 0 DANIELLE WEINTRAUB BOARD MEMBER 1.00 X 0 0 0 FREDA CENTOR BOARD MEMBER 1.00 X 0 0 0 EDMOND DENABURG BOARD MEMBER 1.00 X 0 0 0 SALLY FRIEDMAN EXECUTIVE DIRECTOR 40.00 X 0 118074 9649 0 118074 9649 1 0 0 0 0 3132755 637752 3132755 251076 251076 556089 0 556089 556089 556089 3939920 0 0 807165 1807349 1807349 118074 29519 53133 35422 75739 10578 46618 18543 39139 9785 9785 19569 15921 3980 3980 7961 11000 6600 4400 61293 880 59098 1315 2330 466 1864 7000 3500 3500 3813 839 229 2745 2614 2614 9500 9500 OTHER EXPENSES 10998 5499 5499 PROMOTIONS 8221 4111 4110 COMPUTERS 4000 1333 1333 1334 BAD DEBT 4000 4000 8501 -371 5388 3484 2189492 1873968 201028 114496 1192649 1387185 107300 62400 27882 27882 0 0 79435 75385 25859718 25492054 1173363 1191855 28412465 28208879 92740 103490 79315 75264 172055 178754 X 10321711 9689356 12363204 12667804 5555495 5672965 28240410 28030125 28412465 28208879 1750428 -1960713 0 X X 0 1 X 1 0 X X 1 BIRMINGHAM JEWISH FEDERATION INC 631045456 7 1 570169 0 1 570169 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. 309 1189547 1270515 7542723 1 1 6461493 107471 -253197 167264 55173 6093330 6271206 93731 574869 165766 312547 6461493 6005843 87635 339793 104147 57918 6271206 5992406 289058 -63979 161151 50491 6005843 6015816 115914 73066 189858 22532 5992406 0.93000 0.07000 0 0 27882 27882 0 0 ISRAEL BONDS 1150000 F JEWISH COMMUNITY ENDOWMENT POOL, LLP 24342054 F 25492054 DEFERRED COMPENSATION 75264 75264 1975211 -1960709 -4000 -1964709 3939920 0 3939920 2185492 -4000 -4000 2189492 0 2189492 PART XI, LINE 2D - OTHER ADJUSTMENTS: BAD DEBTS NETTED AGAINST REVENUE PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBTS NETTED AGAINST REVENUE 1 LEVITE JEWISH COMMUNITY CENTER 3960 MONTCLAIR ROAD BIRMINGHAM AL 35213 630288848 501 (C)(3) 87953 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) 130006 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) 308582 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) 570169 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. BIRTHRIGHT ISRAEL FOUNDATION 501 (C)(3) 5000 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION 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) 21360 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION BIRMINGHAM LANDMARKS 501 (C)(3) 5000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION JEWISH FEDERATION OF DURHAM CHAPEL HILL 501 (C)(3) 36000 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION INDIAN SPRINGS SCHOOL 501 (C)(3) 22000 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION JEWISH FEDERATION OF GREATER WASHINGTON 501 (C)(3) 5000 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION LERNER JEWISH COMMUN 501 (C)(3) 68000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION RABBI GRAFMAN ENDOWMENT 501 (C)(3) 30000 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) 20500 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. TEMPLE B'NAI SHALOM 501 (C)(3) 14174 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. TEMPLE EMANU-EL 501 (C)(3) 10000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. UAB DEPARTMENT OF SU 501 (C)(3) 100000 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 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) 57500 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. BETH-EL SYNAGOGUE 501 (C)(3) 87290 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. CHABAD OF ALABAMA 501 (C)(3) 10000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. COMMUNITY FOUNDATION OF GREATER BIRMINGHAM 501 (C)(3) 50000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. JEWISH FUNDER NETWORK 501 (C)(3) 20000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. OVERTON PROJECT 501 (C)(3) 5667 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. UNIVERSITY OF ALABAMA HILLEL 501 (C)(3) 9170 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. GINGER AND JERRY HELD BOARD MEMBER GINGER AND JERRY HELD ARE ON THE BOARD. THEIR SON, LAYNE HELD, IS AN EXECUTIVE AT SERVISFIRST BANK. THE FOUNDATION HAS A BANKING RELATIONSHIP WITH THIS FINANCIAL INSTITUTION. 0 AARON NELSON TREASURER AARON NELSON HAS A FAMILY RELATIONSHIP WITH LAYNE HELD, AN EXECUTIVE AT SERVISFIRST BANK. THE FOUNDATION HAS A BANKING RELATIONSHIP WITH THIS FINANCIAL INSTITUTION. 0 X 28 637752 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 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 570169 BIRMINGHAM JEWISH FEDERATION INC N 13338 BIRMINGHAM JEWISH FEDERATION INC O 47954 BIRMINGHAM JEWISH FEDERATION INC P 283706