2019-05-14T16:10:57-05:00 2018-06-30 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02904 990 2017-07-01 050259003 JEWISH FEDERATION FOUNDATION OF GREATER RHODE ISLAND JEWI 4014214111 401 ELMGROVE AVENUE PROVIDENCE RI 02906 ADAM GREENMAN PRESIDENT/CEO 4014214111 2019-05-14 1 DEBORAH A HOPKINS P00167843 4012742001 71.117.160.66 2019-05-14 08:40:45 ED P 943C2B779621AE68CF3E0BED5C235FDF89DF7949 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2017 2019-02-21 02:37:17Z ADAM GREENMAN 401 ELMGROVE AVENUE PROVIDENCE RI 02906 5387251 0 X WWW.JEWISHALLIANCERI.ORG X 1945 RI TO PROMOTE GENERAL JEWISH WELFARE THROUGH THE SUPPORT OF JEWISH CHARITABLE, CULTURAL, AND RELIGIOUS ORGANIZATIONS AND TO ASSIST IN COMMUNAL ACTIVITIES. TO SUPPORT THE MISSION OF THE JEWISH ALLIANCE OF GREATER RHODE ISLAND. 18 18 0 100 4240 0 1172985 815800 0 0 3035560 2035151 0 0 4208545 2850951 2870303 3182137 0 0 0 0 0 0 141345 634459 794705 3504762 3976842 703783 -1125891 58420690 60092887 7279128 8021044 51141562 52071843 X TO SUPPORT THE MISSION OF ITS SOLE CORPORATE MEMBER, JEWISH ALLIANCE OF GREATER RHODE ISLAND (A 501(C)(3) TAX EXEMPT ORGANIZATION), AND TO ENHANCE THE QUALITY OF JEWISH LIFE IN THE GREATER RHODE ISLAND COMMUNITY AND WORLDWIDE THROUGH EDUCATIONAL, CHARITABLE, SOCIAL SERVICE, CULTURAL, RELIGIOUS AND RECREATIONAL ENDEAVORS. 0 0 3456243 3182137 THE FOUNDATION PROMOTES GENERAL JEWISH WELFARE THROUGH THE SUPPORT OF JEWISH CHARITABLE, CULTURAL AND RELIGIOUS ORGANIZATIONS AND ASSISTS IN COMMUNAL ACTIVITIES. THE FOUNDATION SUPPORTS ITS SOLE CORPORATE MEMBER, JEWISH ALLIANCE OF GREATER RHODE ISLAND, ALONG WITH OTHER COMMUNITY ORGANIZATIONS. 3456243 1 1 0 0 0 1 0 0 1 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 1 1 1 BD 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X X ADAM GREENMAN 4014214111 401 ELMGROVE AVENUE PROVIDENCE RI 02906 SHARON GAINES CHAIR OF THE BOARD 1.50 X X 0 0 0 ROBERT SHERWIN VICE CHAIR OF THE BOARD 1.50 0.50 X X 0 0 0 STEVEN SHALANSKY TREASURER 0.50 X X 0 0 0 CHERYL GREENFELD TEVEROW SECRETARY 0.50 X X 0 0 0 MELVIN G ALPERIN DIRECTOR 0.50 0.50 X 0 0 0 MITZI BERKELHAMMER DIRECTOR, EX-OFFICIO 0.50 4.00 X 0 0 0 ROBIN ENGLE DIRECTOR 0.50 X 0 0 0 H JACK FEIBELMAN DIRECTOR 0.50 X 0 0 0 MARK FEINSTEIN DIRECTOR 0.50 0.50 X 0 0 0 DAVID M HIRSCH DIRECTOR 0.50 X 0 0 0 MARILYN KAPLAN DIRECTOR 0.50 X 0 0 0 SCOTT LIBMAN DIRECTOR 0.50 X 0 0 0 RICHARD A LICHT DIRECTOR 0.50 0.50 X 0 0 0 MICHAEL NULMAN DIRECTOR 0.50 X 0 0 0 RALPH POSNER DIRECTOR 0.50 X 0 0 0 JAY ROSENSTEIN DIRECTOR 0.50 X 0 0 0 MATHEW SHUSTER DIRECTOR 0.50 X 0 0 0 HERBERT STERN DIRECTOR 0.50 X 0 0 0 MINDY WACHTENHEIM DIRECTOR 0.50 X 0 0 0 JEFFREY K SAVIT PRESIDENT/CEO (UP TO 8/17) 8.00 32.00 X 0 142450 4273 DANIEL HAMEL CHIEF FINANCIAL OFFICER 32.00 8.00 X 0 103263 10175 ADAM GREENMAN PRESIDENT/CEO (AS OF 8/17) 8.00 32.00 X 0 60073 6901 MINNA ELLISON SENIOR VICE PRESIDENT 1.50 28.50 X 0 123333 10134 TRINE LUSTIG VP OF PHILANTHROPY 8.00 32.00 X 0 111113 3393 0 540232 34876 0 0 0 0 0 815800 550633 815800 1023768 4240 1019528 3547683 2536300 1011383 1011383 1011383 2850951 0 4240 2030911 3129537 3129537 52600 52600 3526 1669 1102 755 30000 30000 268445 268445 2359 1787 13 559 41 41 SHARED PERSONNEL COSTS 483260 270650 72579 140031 ALLOCATED ADMINISTRATIV 7074 7074 3976842 3456243 379254 141345 26690 47138 2169 2169 1300 1300 1300 32540056 33862844 25721420 26051269 129055 128167 58420690 60092887 104577 133334 6460592 6895115 713959 992595 7279128 8021044 X 32229259 32488282 3087348 3712174 15824955 15871387 51141562 52071843 58420690 60092887 X -1125891 2655994 -599822 X 0 1 X 1 0 X X X 1 JEWISH ALLIANCE OF GREATER RHODE ISLAND 274127671 7 1 993507 0 1 993507 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: GRANTS WERE MADE TO OTHER SECTION 501(C)(3) ORGANIZATIONS WHICH CARRY OUT THE CHARITABLE PURPOSE OF THE JEWISH FEDERATION FOUNDATION OF GREATER RHODE ISLAND (FOUNDATION) IN ACCORDANCE WITH THE REQUIREMENTS OF SECTION 509(A)(3). SUCH GRANTS ARE IN FURTHERANCE OF THE FOUNDATION'S EXEMPT PURPOSE AND SUPPLEMENTS AS WELL AS ASSISTS IN PERFORMING THE FUNCTION OF THE FOUNDATION BY SUPPLEMENTING AND ENHANCING THE FOUNDATION'S GRANT MAKING PROGRAM. A LIST OF SUCH GRANTS IN EXCESS OF $5,000 IS INCLUDED IN SCHEDULE I. 97 673751 1774351 18569270 1 1 0 1 X 31578429 87946 2552865 1299180 368740 32551320 29292371 194807 3745693 1324018 330424 31578429 29178040 2646011 -769741 1447141 314798 29292371 33538483 468397 -122231 4287309 419300 29178040 11452984 19327219 4539783 1535225 246278 33538483 0.42350 0.46370 0.11280 0 0 1300 1300 1300 FOREIGN BONDS 1875000 F LIMITED PARTNERSHIPS AND LIMITED LIABILITY COMPANIES 24176269 F 26051269 LIABILITIES UNDER SPLIT INTEREST AGREEMENTS 495839 DUE TO JEWISH ALLIANCE OF GREATER RI 496756 992595 X PART IV, LINE 2B: THE ORGANIZATION HOLDS FUNDS AS AGENT FOR OTHER COMMUNAL ENTITIES AND FOLLOWS THE REQUIREMENTS OF FASB ASC 958, "TRANSFERS OF ASSETS TO A NOT-FOR-PROFIT ORGANIZATION OR CHARITABLE TRUST THAT RAISES OR HOLDS CONTRIBUTIONS FOR OTHERS". THIS STATEMENT ESTABLISHES STANDARDS FOR TRANSACTIONS IN WHICH A COMMUNITY FOUNDATION ACCEPTS A CONTRIBUTION FROM A DONOR AND AGREES TO TRANSFER THOSE ASSETS, THE RETURN ON INVESTMENT OF THOSE ASSETS OR BOTH TO ANOTHER ENTITY THAT IS SPECIFIED BY THE DONOR. THIS STATEMENT SPECIFICALLY REQUIRES THAT IF A NOT-FOR-PROFIT ORGANIZATION (NPO) ESTABLISHES A FUND AT A COMMUNITY FOUNDATION WITH ITS OWN FUNDS AND SPECIFIES ITSELF AS THE BENEFICIARY OF THAT FUND, THE COMMUNITY FOUNDATION MUST ACCOUNT FOR THE TRANSFER OF SUCH ASSETS AS A LIABILITY. THE ORGANIZATION REFERS TO SUCH FUNDS AS FUNDS HELD AS AGENT FOR OTHER COMMUNAL ENTITIES. THE ORGANIZATION MAINTAINS LEGAL OWNERSHIP OF THESE ENDOWMENT FUNDS AND AS SUCH CONTINUES TO REPORT THE FUNDS AS ASSETS OF THE ORGANIZATION. IN ACCORDANCE WITH FASB ASC 958, A LIABILITY HAS BEEN ESTABLISHED FOR THE FAIR VALUE OF THE FUNDS. PART V, LINE 4: THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE AS FOLLOWS: 1) PROFESSIONAL DEVELOPMENT OF JEWISH COMMUNAL PROFESSIONALS IN RHODE ISLAND. 2) SUPPORT OF THE JEWISH ALLIANCE OF GREATER RHODE ISLAND'S ANNUAL CAMPAIGN. 3) SUPPORT OF THE JEWISH COMMUNITY'S CULTURAL, ARTISTIC, AND EDUCATIONAL PROGRAMS. 4) SUBSIDIZE TRAVEL TO ISRAEL BY STUDENTS, TEENS AND YOUNG ADULTS. 5) PAYMENTS OF THE ORGANIZATION'S UNEMPLOYMENT CLAIMS. 6) SUPPORT OF THE URI HILLEL. 7) SUPPORT OF THE JEWISH ALLIANCE OF GREATER RHODE ISLAND'S CAPITAL CAMPAIGN. AND, 8) SUPPORT OPERATIONS OF THE JEWISH ALLIANCE OF GREATER RHODE ISLAND. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE FEDERAL AND STATE LEVELS. THE FOUNDATION ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX AND IRS FORM 990-T - EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE FOUNDATION CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. FOR THE FOUNDATION'S TAX YEAR ENDED JUNE 30, 2018, THERE ARE NO INCOME TAXES RELATED TO TAXABLE TRANSACTIONS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 4155653 0 0 0 0 0 0 4155653 0 4155653 0 0 1 1 1 0 PART I, LINE 3, COLUMN F ARCHIPELAGO HOLDING, LTD., INCORPORATED IN BERMUDA ON APRIL 26, 2001 AS AN OPEN-ENDED INVESTMENT COMPANY WITH LIMITED LIABILITY AND AS SUCH CAN ISSUE AND REDEEM ITS PARTICIPATING SHARES AT PRICES BASED UPON THEIR NET ASSET VALUE. BOOK VALUE OF THIS INVESTMENT AS OF JUNE 30, 2018, IS $4,155,653. 1 CAMP JORI 1065 WORDENS POND ROAD WAKEFIELD RI 02880 050268612 501(C)(3) 19424 GENERAL OPERATIONS CHABAD LUBAVITCH OF GREENWICH 75 MASON STREET GREENWICH CT 06830 223616874 501(C)(3) 360000 GENERAL OPERATIONS CITY YEAR 275 WESTMINSTER STREET 500 PROVIDENCE RI 02903 222882549 501(C)(3) 10000 GENERAL OPERATIONS COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC 126 HIGH STREET BOSTON MA 02110 042103559 501(C)(3) 37500 GENERAL OPERATIONS CONGREGATION BETH SHOLOM 275 CAMP STREET PROVIDENCE RI 02906 050271585 501(C)(3) 6913 GENERAL OPERATIONS DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 042263040 501(C)(3) 11500 GENERAL OPERATIONS DENVER BOTANIC GARDEN 909 YORK STREET DENVER CO 80206 840440359 501(C)(3) 15000 GENERAL OPERATIONS FOUNDATION FOR LIVING BEAUTY 234 N EL MOLINO AVENUE STE 202 PASADENA CA 91101 202914212 501(C)(3) 30000 GENERAL OPERATIONS HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC 50 WEST 58TH ST NEW YORK NY 10101 131656651 501(C)(3) 6834 GENERAL OPERATIONS HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE AT URI 6 FRATERNITY CIRCLE KINGSTON RI 02881 056019148 501(C)(3) 20622 GENERAL OPERATIONS HOME & HOSPICE CARE OF RHODE ISLAND 1085 NORTH MAIN STREET PROVIDENCE RI 02904 510192422 501(C)(3) 10450 GENERAL OPERATIONS JEWISH ALLIANCE OF GREATER RHODE ISLAND 401 ELMGROVE AVENUE PROVIDENCE RI 02906 274127671 501(C)(3) 1561758 GENERAL OPERATIONS JEWISH ALLIANCE OF GREATER RHODE ISLAND 401 ELMGROVE AVENUE PROVIDENCE RI 02906 274127671 501(C)(3) 212040 DEBT SERVICE SUBSIDY JEWISH COMMUNAL FUND 575 MADISON AVENUE SUITE 703 NEW YORK NY 10021 237174183 501(C)(3) 75000 GENERAL OPERATIONS JEWISH COMMUNITY CENTER OF GREATER BOSTON 333 NAHANTON STREET NEWTON MA 02459 042317972 501(C)(3) 7500 GENERAL OPERATIONS JEWISH COMMUNITY FOUNDATION 300 S DAHLIA STREET STE 300 DENVER CO 80246 010831698 501(C)(3) 5000 GENERAL OPERATIONS JEWISH DAY SCHOOL OF PROVIDENCE 85 TAFT AVENUE PROVIDENCE RI 02906 453007322 501(C)(3) 43884 AGENCY ENDOWMENT WITHDRAWALS JEWISH DAY SCHOOL OF PROVIDENCE 85 TAFT AVENUE PROVIDENCE RI 02906 453007322 501(C)(3) 52340 GENERAL OPERATIONS JEWISH FEDERATION OF GREATER HOUSTON 5603 S BRAESWOOD BLVD HOUSTON TX 77096 741109654 501(C)(3) 5000 GENERAL OPERATIONS JEWISH FEDERATION OF GREATER METROWEST NJ 901 ROUTE 10 EAST WHIPPANY NJ 07981 221487222 501(C)(3) 5400 GENERAL OPERATIONS JEWISH FEDERATION OF PALM SPRINGS & DESERT AREA 69710 HIGHWAY 111 RANCHO MIRAGE CA 92270 237211881 501(C)(3) 6000 GENERAL OPERATIONS JEWISH SENIORS AGENCY 100 NIANTIC AVENUE PROVIDENCE RI 02907 050258889 501(C)(3) 6271 GENERAL OPERATIONS JEWISH THEOLOGICAL SEMINARY OF AMERICA 3080 BROADWAY NEW YORK NY 10027 130887640 501(C)(3) 5100 GENERAL OPERATIONS KITECHILD 645 ADEAIDE DRIVE LOS ANGELES CA 90402 270856041 501(C)(3) 5000 GENERAL OPERATIONS MIRIAM HOSPITAL FOUNDATION BOX H ANNEX STATION PROVIDENCE RI 02901 050377502 501(C)(3) 16049 GENERAL OPERATIONS MOTION PICTURE AND TELEVISION FUND 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 951652916 501(C)(3) 15000 GENERAL OPERATIONS MUSEUM ASSOCIATES OF THE LOS ANGELES COUNTY MUSEUM OF ART 5905 WILSHIRE BLVD LOS ANGELES CA 90036 952264067 501(C)(3) 40000 GENERAL OPERATIONS PROJECT EYE TO EYE INC 50 BROAD STREET SUITE 1702 NEW YORK NY 10004 510570498 501(C)(3) 5000 GENERAL OPERATIONS PROVIDENCE HEBREW DAY SCHOOL 450 ELMGROVE AVENUE PROVIDENCE RI 02906 050271953 501(C)(3) 7771 AGENCY ENDOWMENT WITHDRAWALS PROVIDENCE PUBLIC LIBRARY 225 WASHINGTON STREET PROVIDENCE RI 02903 050262713 501(C)(3) 5000 GENERAL OPERATIONS RENSSELAER POLYTECHNIC INSTITUTE 1301 PEOPLES AVENUE TROY NY 12180 141340095 501(C)(3) 14100 GENERAL OPERATIONS SANDRA BORNSTEIN HOLOCAUST EDUCATION CENTER 401 ELMGROVE AVENUE PROVIDENCE RI 02906 050483511 501(C)(3) 18450 GENERAL OPERATIONS SANDRA BORNSTEIN HOLOCAUST EDUCATION CENTER 401 ELMGROVE AVENUE PROVIDENCE RI 02906 050483511 501(C)(3) 42000 AGENCY ENDOWMENT WITHDRAWALS SHADY HILL SCHOOL 178 COOLIDGE HILL CAMBRIDGE MA 02138 042103628 501(C)(3) 50000 GENERAL OPERATIONS TEMPLE BETH-EL 70 ORCHARD AVENUE PROVIDENCE RI 02906 050264805 501(C)(3) 35610 GENERAL OPERATIONS TEMPLE EMANU-EL OF PROVIDENCE 99 TAFT AVENUE PROVIDENCE RI 02906 050259273 501(C)(3) 69230 GENERAL OPERATIONS THE JEWISH FEDERATIONS OF NORTH AMERICA INC 25 BROADWAY STE 1700 NEW YORK NY 10004 131624240 501(C)(3) 10688 GENERAL OPERATIONS THE RHODE ISLAND COMMUNITY FOUNDATION ONE UNION STATION PROVIDENCE RI 02903 222604963 501(C)(3) 75150 GENERAL OPERATIONS TOURO SYNAGOGUE 85 TOURO STREET NEWPORT RI 02840 050263312 501(C)(3) 8415 GENERAL OPERATIONS TRUSTEES OF DARTMOUTH COLLEGE TUCK SCHOOL OF BUSINESS 100 TUCK HALL HANOVER NH 03755 020222111 501(C)(3) 10000 GENERAL OPERATIONS TRUSTEES OF UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET SUITE 305 PHILADELPHIA PA 19104 231352685 501(C)(3) 25000 GENERAL OPERATIONS UNITED WAY OF RHODE ISLAND INC 50 VALLEY STREET PROVIDENCE RI 02906 050276059 501(C)(3) 31296 GENERAL OPERATIONS WARREN VILLAGE INC 1323 GILPIN STREET DENVER CO 80218 840644270 501(C)(3) 5350 GENERAL OPERATIONS WHEELER SCHOOL 216 HOPE STREET PROVIDENCE RI 02906 050259101 501(C)(3) 16667 GENERAL OPERATIONS 40 0 SCHOLARSHIPS 43 52600 PART I, LINE 2: THERE ARE 4 TYPES OF GRANTS THAT WE MAKE. THE FOLLOWING DESCRIBES OUR PROCEDURES IN MONITORING THE USE OF THE DIFFERENT GRANT FUNDS DISBURSED: GRANTS FROM OUR UNRESTRICTED ENDOWMENT INCOME: THESE GRANTS ARE PAID ON A REIMBURSEMENT BASIS. ONCE THE RECIPIENT NONPROFIT ORGANIZATION EXPENDS ITS FUNDS FOR THE ITEMS APPROVED IN THEIR GRANT APPLICATION, THEY SUBMIT REIMBURSEMENT REQUESTS WITH SUPPORTING DOCUMENTATION. AFTER REVIEWING THE DOCUMENTATION AND REVIEWING OUTCOMES OF THE GRANTS, REIMBURSEMENT IS MADE TO THE RECIPIENT NONPROFIT ORGANIZATION. GRANTS FROM DONOR ADVISED FUNDS: AFTER VERIFYING THAT DONOR RECOMMENDATIONS ARE TO RECOGNIZED US NONPROFIT ORGANIZATIONS, WE ISSUE CHECKS TO THE INDICATED NONPROFIT ORGANIZATION. IN OUR CHECK TRANSMITTAL WE INDICATE THAT BY ACCEPTING THE CHECK, THE NONPROFIT ENTITY IS CERTIFYING THAT (I) NO TANGIBLE BENEFIT, GOODS, OR SERVICES ARE BEING RECEIVED BY ANY INDIVIDUAL OR ENTITY CONNECTED WITH THE DONOR ADVISED GRANT AND (II) THE GRANT WILL NOT BE USED TO SATISFY THE PAYMENT OF ANY PLEDGE OR OTHER PERSONAL FINANCIAL OBLIGATION. GRANTS FOR SCHOLARSHIPS: SCHOLARSHIPS ARE AWARDED BY VARIOUS SELECTION COMMITTEES. A NUMBER OF SCHOLARSHIPS ARE AWARDED BY A SELECTION COMMITTEE OF THE JEWISH ALLIANCE OF GREATER RHODE ISLAND. ALL SCHOLARSHIPS ARE AWARDED ON AN OBJECTIVE NONDISCRIMINATORY BASIS BASED ON PRE-ESTABLISHED CRITERIA. THE SCHOLARSHIPS ARE MONITORED TO ENSURE THAT THEY ARE USED FOR THE INTENDED PURPOSE. GRANTS FROM RESTRICTED ENDOWMENT FUNDS: GRANTS FROM RESTRICTED ENDOWMENT FUNDS ARE MADE IN ACCORDANCE WITH THE UNDERLYING FUND AGREEMENTS AND OUR ORGANIZATION'S SPENDING POLICY FOR RESTRICTED FUNDS. AFTER THE AMOUNT TO BE GRANTED FROM EACH RESTRICTED ENDOWMENT FUND IS COMPUTED, WE VERIFY THAT THE NONPROFIT ORGANIZATION NAMED IN THE UNDERLYING FUND AGREEMENT IS STILL IN EXISTENCE AND, IF APPLICABLE, THAT THIS ORGANIZATION IS STILL OPERATING THE PROGRAM SPECIFIED IN THE UNDERLYING FUND AGREEMENT. ONCE THESE ITEMS ARE ASCERTAINED TO OUR SATISFACTION, A DISBURSEMENT IS MADE TO THE NONPROFIT ORGANIZATION. THE JEWISH FEDERATION FOUNDATION OF GREATER RHODE ISLAND REPORTS GRANTS ON SCHEDULE I TO THE FOLLOWING 501(C)(3) DOMESTIC US CHARITIES: CENTRAL FUND OF ISRAEL, JEWISH COMMUNAL FUND, THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) AND P.E.F. ISRAEL ENDOWMENT FUND, INC. IN ADDITION, THE CENTRAL FUND OF ISRAEL, JEWISH COMMUNAL FUND, JFNA (AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA), AND THE AMERICAN JOINT DISTRIBUTION COMMITTEE (JDC)) AND P.E.F. ISRAEL ENDOWMENT FUND, INC. ARE ALL 501(C)(3) ORGANIZATIONS AND EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F. X 17 550633 AVG. HIGH / LOW PRICE 0 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES INDEPENDENT BROKERAGE FIRMS TO SELL THE PUBLICLY TRADED SECURITIES THAT IT RECEIVES. FORM 990, PART VI, SECTION A, LINE 2 MELVIN G. ALPERIN (DIRECTOR) AND DAVID M. HIRSCH (DIRECTOR) ARE BROTHERS-IN-LAW. FORM 990, PART VI, SECTION A, LINE 6 AS OF JANUARY 1, 2011, THE JEWISH ALLIANCE OF GREATER RHODE ISLAND IS THE SOLE CORPORATE MEMBER OF THIS ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE JEWISH ALLIANCE OF GREATER RHODE ISLAND ELECTS THE MEMBERS OF THIS ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B ALL THE DECISIONS OF THE GOVERNING BOARD OF THIS ORGANIZATION ARE SUBJECT TO APPROVAL BY THE JEWISH ALLIANCE OF GREATER RHODE ISLAND. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS OF THE JEWISH ALLIANCE OF GREATER RHODE ISLAND (THE SOLE CORPORATE MEMBER OF THIS ORGANIZATION) APPOINTED ITS FINANCE COMMITTEE TO REVIEW THIS ORGANIZATION'S FORM 990. A COPY OF THE FINAL VERSION OF FORM 990 WAS PROVIDED TO EVERY BOARD MEMBER BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, OFFICERS AND DIRECTORS ARE REQUIRED TO REVIEW THE WRITTEN CONFLICT OF INTEREST POLICY AND PROVIDE THE ORGANIZATION WITH A SIGNED STATEMENT DISCLOSING ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS OR DISCLOSING THAT THEY HAVE NO INTERESTS THAT WOULD GIVE RISE TO CONFLICTS. THE ORGANIZATION RETAINS THE SIGNED STATEMENTS AND THE SECRETARY MONITORS COMPLIANCE WITH THIS POLICY. CONFLICTS ARE PERIODICALLY REPORTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE ORGANIZATION'S OFFICE - 401 ELMGROVE AVENUE, PROVIDENCE, RI 02906. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -64,547. FASB 136 REVERSALS -434,524. SHARED EXPENSES ADJUSTMENT -100,751. JEWISH ALLIANCE OF GREATER RHODE ISLAND 401 ELMGROVE AVE PROVIDENCE RI 02906 274127671 TO ENHANCE THE QUALITY OF JEWISH LIFE IN THE GREATER RI COMMUNITY RI 501(C)(3) LINE 7 0 ALLIANCE REALTY INC 401 ELMGROVE AVE PROVIDENCE RI 02906 454292097 TITLE HOLDING COMPANY RI 501(C)(2) 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 JEWISH ALLIANCE OF GREATER RHODE ISLAND B 1890171 COST JEWISH ALLIANCE OF GREATER RHODE ISLAND E 496756 COST JEWISH ALLIANCE OF GREATER RHODE ISLAND O 483260 COST JEWISH ALLIANCE OF GREATER RHODE ISLAND P 100751 COST ALLIANCE REALTY INC D 2623471 YEAR-END VALUE