2017-04-24T14:25:09-05:00 2016-06-30 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2015-07-01 520607957 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC ASSO 4107274828 101 W MOUNT ROYAL AVENUE BALTIMORE MD 21201 MARK SMOLARZ COO/CFO 4107274828 2017-04-14 1 JULIA FLANNERY CPA P00928918 4102469300 2015 2021-01-29 14:40:06Z MARC TERRILL 101 W MOUNT ROYAL AVENUE BALTIMORE MD 21201 48279618 0 X WWW.ASSOCIATED.ORG X 1950 MD THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE WORKS TO PRESERVE AND ENHANCE JEWISH LIFE. IT ADDRESSES CHARITABLE, EDUCATIONAL, RELIGIOUS, HUMANITARIAN, HEALTH, CULTURAL AND SOCIAL SERVICE NEEDS OF THE JEWISH COMMUNITY, LOCALLY, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD. 30 30 146 7500 435522 104793 43140876 43714856 3340287 3500049 224949 240209 1018945 824504 47725057 48279618 28845498 29621918 0 0 11507359 12036095 19790 12537 5185416 6499137 6253374 46871784 47923924 853273 355694 31957464 32516056 14319591 14451989 17637873 18064067 X THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE STRENGTHENS AND NURTURES JEWISH LIFE BY ENGAGING AND SUPPORTING COMMUNITY PARTNERS IN GREATER BALTIMORE, ISRAEL AND AROUND THE WORLD. SINCE 1920, THE ASSOCIATED HAS SPEARHEADED COMMUNITY-WIDE FUNDRAISING EFFORTS TO SUPPORT LOCAL, NATIONAL AND INTERNATIONAL INITIATIVES THROUGH A NETWORK OF PARTNER AGENCIES. 0 0 35993864 29618198 3500049 THE ASSOCIATED IS THE CENTRALIZED FUNDRAISING, ADMINISTRATIVE, AND ALLOCATIONS ORGANIZATION FOR THE BALTIMORE JEWISH COMMUNITY. IT RAISES AND DISTRIBUTES $29,618,198 TO OVER TWO DOZEN EDUCATIONAL AND SERVICE ORGANIZATIONS IN THE LOCAL AND GLOBAL JEWISH COMMUNITY. THE ASSOCIATED PROVIDES A WIDE RANGE OF SERVICES TO ITS COMMUNITY PARTNERS INCLUDING INVESTMENT MANAGEMENT, BOOKKEEPING, AND IT SERVICES. FOR A LIST OF ENTITIES SUPPORTED, SEE SCHEDULE I. 1009270 CHANA IS THE ABUSE PREVENTION PROGRAM OPERATED BY THE ASSOCIATED. ITS PURPOSE IS TO PROVIDE HELP FOR VICTIMS OF DOMESTIC, SEXUAL, AND ELDERLY ABUSE. SERVICES INCLUDE TEMPORARY HOUSING, FINANCIAL AID, AND COUNSELING. 782876 3720 JEWISH VOLUNTEER CONNECTION COORDINATES THE SYSTEM-WIDE VOLUNTEER PROGRAM FOR THE ASSOCIATED AND ITS AGENCIES. IT ENGAGES AND COORDINATES APPROXIMATELY 7,500 HANDS-ON VOLUNTEERS IN A NUMBER OF VOLUNTEER PROGRAMS INCLUDING SCHOOL TUTORING, HOMELESS PROGRAMS, ELDERLY IN-HOUSE CARE AMONG MANY OTHERS. 1740392 THE ASSOCIATED OPERATES HILLELS (JEWISH STUDENT UNION) ON FOUR COLLEGE CAMPUSES IN THE GREATER BALTIMORE AREA. THE HILLELS PROVIDE RELIGIOUS SERVICES, KOSHER DINING, AND OTHER SOCIAL ENGAGEMENT ACTIVITIES TO UNIVERSITY STUDENTS AND STAFF. 1740392 39526402 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 199 0 1 146 1 1 1 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X X MARK SMOLARZ 4107274828 101 W MOUNT ROYAL AVE BALTIMORE MD 21201 MARK D NEUMANN CHAIR 3.00 1.50 X X 0 0 0 LINDA A HURWITZ CHAIR-ELECT 3.00 X X 0 0 0 NANCY HACKERMAN SECRETARY 3.00 3.00 X X 0 0 0 PHILIP E SACHS TREASURER 3.00 1.50 X X 0 0 0 MARC COHEN DIRECTOR 1.50 X 0 0 0 ROBB COHEN DIRECTOR 1.50 X 0 0 0 SUZANNE COHEN DIRECTOR 1.50 X 0 0 0 MELISSA CORDISH DIRECTOR 1.50 X 0 0 0 LINDA ELMAN DIRECTOR 1.50 X 0 0 0 JULIET EURICH DIRECTOR 1.50 X 0 0 0 HOWARD FRIEDMAN DIRECTOR 1.50 X 0 0 0 BETH GOLDSMITH DIRECTOR 1.50 X 0 0 0 MICHAEL GREENEBAUM DIRECTOR 1.50 X 0 0 0 BENJAMIN GREENWALD DIRECTOR 1.50 X 0 0 0 DANIEL HIRSCHHORN DIRECTOR 1.50 X 0 0 0 BRUCE HOFFBERGER DIRECTOR 1.50 3.00 X 0 0 0 RINA JANET DIRECTOR 1.50 X 0 0 0 DANIEL KLEIN DIRECTOR 1.50 1.50 X 0 0 0 NANCY KOHN RABIN DIRECTOR 1.50 X 0 0 0 MICHELE LAX DIRECTOR 1.50 X 0 0 0 ELIZABETH MOSER DIRECTOR 1.50 X 0 0 0 YEHUDA NEUBERGER DIRECTOR 1.50 X 0 0 0 SAMUEL ROSENBERG DIRECTOR 1.50 X 0 0 0 NINA ROSENZWOG DIRECTOR 1.50 X 0 0 0 ROBERT RUSSEL DIRECTOR 1.50 1.50 X 0 0 0 JM SCHAPIRO DIRECTOR 1.50 X 0 0 0 JOHN SHMERLER DIRECTOR 1.50 X 0 0 0 BRUCE SHOLK DIRECTOR 1.50 X 0 0 0 DEBRA S WEINBERG DIRECTOR 1.50 X 0 0 0 JERRY WOLASKY DIRECTOR 1.50 X 0 0 0 MARC B TERRILL PRESIDENT 36.00 4.00 X 574947 0 89542 MARK SMOLARZ COO/CFO 32.00 8.00 X 217940 0 25369 MICHAEL FRIEDMAN SENIOR VICE PRESIDENT 10.00 30.00 X 206724 0 9480 LESLIE POMERANTZ SENIOR VICE PRESIDENT 40.00 X 164442 0 7587 MICHAEL DYE VP, INVESTMENTS & RISK MGM 9.00 31.00 X 153716 0 32236 CAROLE TAYLOR VP, TECHNOLOGY 40.00 X 130722 0 6058 BEN GERSHOWITZ VICE PRESIDENT, FACILITIES 32.00 8.00 X 110022 0 23226 CONNIE STERN VP, FINANCE 36.00 4.00 X 119080 0 7443 ALLISON BAUMWALD SVP, ANNUAL CAMPAIGN 40.00 X 108251 0 28616 DARLENE WOLF VP, HUMAN RESOURCES 40.00 X 107036 0 30978 DARRELL FRIEDMAN FORMER OFFICER 0.00 X 142981 0 0 2035861 0 260535 13 1 1 0 RSM US LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 AUDITING & ACCT. SERVICES 187500 MOUNT ROYAL PRINTING COMPANY 6310 BLAIR HILL LANE BALTIMORE MD 21209 PRINTING SERVICES 183245 KENNETH DICKSTEIN 9006 TARR DRIVE NEW WINDSOR MD 21776 SECURITY SERVICES 182406 ADVANCE BUSINESS SYTEMS PO BOX 759319 BALTIMORE MD 21275 COPIER SERVICES 139704 DEFENDER ONE SECURITY 310 CHAMBORLEY DRIVE REISTERSTOWN MD 21136 ARMED SECURITY SERVICES 134586 7 22937509 15836858 351644 4588845 1717747 43714856 ENDOWMENT FEE INCOME 900099 3370350 2934828 435522 OPERATING PROGRAMS 900099 129699 129699 3500049 240209 240209 7600 0 7600 7600 7600 MISCELLANEOUS 900099 816904 816904 816904 48279618 3064527 435522 1064713 29601691 29601691 20227 20227 1395938 161746 700168 534024 8469212 5784735 945810 1738667 404370 97152 204178 103040 1054051 607342 175866 270843 712524 410555 118883 183086 26526 7201 19325 69000 69000 12537 12537 295222 50080 212916 32226 397040 81117 8303 307620 417826 285388 46661 85777 215561 147235 24073 44253 1708643 1167056 190815 350772 160984 56879 56904 47201 136238 37104 73510 25624 128410 128410 157903 16850 141053 EVENTS AND MISSION EXPE 990009 990009 FUNDRAISING EXPENSES 817982 817982 ALLOWANCE FOR UNCOLLECT 610000 610000 UNRELATED BUSINESS INCO 24119 24119 97911 4035 72112 21764 47923924 39526402 3212106 5185416 1101998 455254 18110448 19287517 481945 455128 43750 31250 1325138 1246288 3043 976 195070 188407 9906717 9898686 789355 952550 31957464 32516056 3945896 4656533 666540 734790 87797 111000 9002290 8574949 617068 374717 14319591 14451989 X -2409207 -2989301 20047080 21053368 17637873 18064067 31957464 32516056 X 355694 70500 X 0 1 X 1 0 X 42947080 39911912 41750760 43140876 43714856 211465484 42947080 39911912 41750760 43140876 43714856 211465484 15076400 196389084 262689 264417 195067 252886 247809 1222868 14210 21131 26879 26560 24119 112899 212801251 17365044 0.92290 0.92070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 137429000 4958000 -8106000 10267000 124014000 141449000 2436000 -364000 6092000 137429000 124751000 3512000 18731000 5545000 141449000 167725000 21086000 22343000 17813000 193341000 173840000 15268000 -4072000 17311000 167725000 0.53400 0.03350 0.43250 0 1 1 0 ISRAEL BONDS 7750933 F MARYLAND/ISRAEL TRENDLINES 100000 F REAL ESTATE FUND 1660011 F SPLIT INTEREST AGREEMENT 387742 F 9898686 OTHER LIABILITIES 374717 374717 X 68342873 20063255 20063255 48279618 0 48279618 76041308 28187884 28187884 47853424 70500 70500 47923924 PART V, LINE 4: THE ENDOWMENT FUNDS OF THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE ARE USED IN ACCORDANCE TO THE INTENT OF THE DONOR OR IN THE ABSENCE OF DONOR INTENT, AT THE DIRECTION OF THE BOARD OF DIRECTORS. PART X, LINE 2: THE ASSOCIATED FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE COMBINED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATED MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE COMBINED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT HAS EVALUATED THE ASSOCIATED'S TAX POSITIONS AND HAS CONCLUDED THAT THE ASSOCIATED HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE. THE ASSOCIATED IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL AUTHORITIES FOR YEARS BEFORE 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FOR THE ASSOCIATED JEWISH CHARITES REPORTED ON THE CONSOLIDATED F/S 19,953,810. REVENUE FOR THE VARIOUS ANNUITY TRUSTS REPORTED ON THE CONSOLIDATED F/S 109,445. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF THE ASSOCIATED JEWISH CHARITIES REPORTED ON THE CONSOLIDATED F/S 28,131,647. EXPENSES OF THE VARIOUS ANNUITY TRUSTS REPORTED ON THE CONSOLIDATED F/S 56,237. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES NOT INCLUDED ON FINANCIAL STATEMENTS 70,500. MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICE COORDINATING EDUCATIONAL PROGRAMS 522943 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICE COORDINATING EDUCATIONAL PROGRAMS 5545 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS 100000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICE COORDINATING EDUCATIONAL PROGRAMS 83850 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES COORDINATING EDUCATIONAL PROGRAMS 12123 0 1 0 0 0 1 724461 0 724461 0 0 0 0 0 0 PART I, LINE 3, COLUMN E: AS PART OF ITS MISSION, THE ASSOCIATED PROVIDES PLANNING AND LOGISTICAL SUPPORT FOR MEMBERS OF THE BALTIMORE COMMUNITY TO TRAVEL AND LEARN ABOUT ISRAEL AND OTHER PLACES WITH JEWISH HISTORY OR IDENTITY. 1 AMERICAN FRIENDS OF ORR SHALOM 3708 ENTERPISE DR ELISE RYNHOLD JANESVILLE WI 535468737 133502817 501(C)(3) 50000 GENERAL SUPPORT AMERICAN FRIENDS OF YAD ELIEZER 1102 E 26TH ST BROOKLYN NY 11210 113459952 501(C)(3) 20000 GENERAL SUPPORT BAIS HAMEDRASH AND MESIVTA OF BALTIMORE 6823 OLD PIMLICO ROAD BALTIMORE MD 21209 521980774 501(C)(3) 66728 GENERAL SUPPORT BAIS YAAKOV SCHOOL FOR GIRLS 11111 PARK HEIGHTS AVE OWINGS MILLS MD 21117 520613700 501(C)(3) 886770 GENERAL SUPPORT BALTIMORE HEBREW INSTITUTE AT TOWSON UNIVERSITY COLLEGE OF LIBERAL ARTS 8000 YORK ROAD TOWSON MD 21252 520939453 501(C)(3) 333412 GENERAL SUPPORT BALTIMORE BOARD OF RABBIS RABBI MITCHELL ACKERSON 2413 HAL CIRCLE BALTIMORE MD 21209 043598368 501(C)(3) 30000 GENERAL SUPPORT BALTIMORE JEWISH COUNCIL 5750 PARK HEIGHTS AVENUE SUITE 329 BALTIMORE MD 21215 521912836 501(C)(3) 853671 GENERAL SUPPORT BETH TFILOH COMMUNITY SCHOOL 3300 OLD COURT ROAD BALTIMORE MD 21208 521837996 501(C)(3) 495040 GENERAL SUPPORT BNAI BRITH YOUTH ORGANIZATION ATTN JANET LAZIC 2020 K STREET NW 7TH FLOOR WASHINGTON DC 20006 912139926 501(C)(3) 65000 GENERAL SUPPORT BNOS YISROEL 6300 PARK HEIGHTS AVENUE BALTIMORE MD 21215 522231272 501(C)(3) 272795 GENERAL SUPPORT CAMP AIRY AND LOUISE 5750 PARK HEIGHTS AVENUE SUITE 306 BALTIMORE MD 21215 520563083 501(C)(3) 17429 GENERAL SUPPORT CENTER FOR JEWISH EDUCATION 5708 PARK HEIGHTS AVENUE BALTIMORE MD 212153996 520591707 501(C)(3) 1749343 GENERAL SUPPORT CHAI 5809 PARK HEIGHTS AVENUE BALTIMORE MD 21215 237097000 501(C)(3) 758481 GENERAL SUPPORT CHEDER CHABAD OF BALTIMORE 5713 PARK HEIGHTS AVENUE BALTIMORE MD 21215 263435681 501(C)(3) 46508 GENERAL SUPPORT CHIMES INC 4815 SETON DR BALTIMORE MD 212153211 520575305 501(C)(3) 10000 GENERAL SUPPORT EDWARD A MYERBERG SR CTR 3101 FALLSTAFF ROAD BALTIMORE MD 212092967 521047511 501(C)(3) 120000 GENERAL SUPPORT HEBREW FREE LOAN ASSN 5752 PARK HEIGHTS AVENUE BALTIMORE MD 21215 520633396 501(C)(3) 14700 GENERAL SUPPORT HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 800 EIGHTH STREET NW ARTHUR ROCHELLE BELFER BUILDING WASHINGTON DC 20001 521844823 501(C)(3) 23160 GENERAL SUPPORT ISRAEL LACROSSE ASSOCIATION 1501 BROADWAY 21ST FLOOR DAVID LASDAY NEW YORK NY 10036 453857764 501(C)(3) 35000 GENERAL SUPPORT JERUSALEM FOUNDATION INC 420 LEXINGTON AVENUE SUITE 1645 NEW YORK NY 10170 132563745 501(C)(3) 10000 GENERAL SUPPORT JEWELS SCHOOL INC 5713-B PARK HEIGHTS AVE BALTIMORE MD 21215 460528711 501(C)(3) 25000 GENERAL SUPPORT JEWISH CEMETERY ASSOCIATION 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 522178573 501(C)(13) 20625 GENERAL SUPPORT JEWISH COMMUNITY CENTER 5700 PARK HEIGHTS AVENUE ATTN ACCOUNTING DEPT BALTIMORE MD 21215 520619002 501(C)(3) 4473692 GENERAL SUPPORT JEWISH COMMUNITY SERVICES 5750 PARK HEIGHTS AVENUE BALTIMORE MD 21215 520607909 501(C)(3) 6931398 GENERAL SUPPORT JEWISH FED OF HOWARD COUNTY 10630 LITTLE PATUXENT PARKWAY SUITE 400 CENTURY PLAZA 1000 COLUMBIA MD 210443294 237072654 501(C)(3) 496585 GENERAL SUPPORT JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 501(C)(3) 7221342 GENERAL SUPPORT JEWISH MUSEUM OF MARYLAND 15 LLOYD STREET BALTIMORE MD 21202 526034761 501(C)(3) 366695 GENERAL SUPPORT JOINT DISTRIBUTION COMMITTEE 711 3RD AVENUE NEW YORK NY 10017 131656634 501(C)(3) 237852 GENERAL SUPPORT KRIEGER SCHECTER DAY SCHOOL 8100 STEVENSON ROAD BALTIMORE MD 21208 520591562 501(C)(3) 209713 GENERAL SUPPORT MARYLAND ISRAEL DEVELOPMENT CENTER 401 E PRATT STREET 7TH FLOOR BALTIMORE MD 21202 521777737 501(C)(3) 170458 GENERAL SUPPORT MEALS ON WHEELS OF CENTRAL MD 515 S HAVEN STREET BALTIMORE MD 21224 526074723 501(C)(3) 120000 GENERAL SUPPORT MESILA INTERNATIONAL 1215 40 STREET BROOKLYN NY 11218 113597720 501(C)(3) 10000 GENERAL SUPPORT MOISHE HOUSE 441 SAXONY ROAD BARN 2 C/O DAVID CYGIELMAN ENCINITAS CA 920242725 262599786 501(C)(3) 56450 GENERAL SUPPORT NER ISRAEL 400 MOUNT WILSON LANE PIKESVILLE MD 21208 520660881 501(C)(3) 444017 GENERAL SUPPORT OHR CHADASH ACADEMY OF BALTIMORE 7310 PARK HEIGHTS AVE PIKESVILLE MD 212085436 452187170 501(C)(3) 49816 GENERAL SUPPORT OR HANER INC 400 MT WILSON LANE BALTIMORE MD 21208 522243222 501(C)(3) 18000 GENERAL SUPPORT PAAMONIM CHARITY ORGANIZATION 1520 39TH STREET BROOKLYN NY 11218 205392216 501(C)(3) 18900 GENERAL SUPPORT PEARLSTONE CONFERENCE AND RETREAT CTR 5425 MT GILEAD ROAD REISTERSTOWN MD 21136 432080719 501(C)(3) 717398 GENERAL SUPPORT PEF ISRAEL ENDOWMENT FUND 630 3RD AVE RM 1501 NEW YORK NY 100176745 136104086 501(C)(3) 39500 GENERAL SUPPORT TALMUDICAL ACADEMY 4445 OLD COURT ROAD BALTIMORE MD 21208 520591676 501(C)(3) 601221 GENERAL SUPPORT THE BIRTHRIGHT ISRAEL FOUNDATION 33 EAST THIRTY THIRD STREET SEVENTH FLOOR NEW YORK NY 10016 134092050 501(C)(3) 130000 GENERAL SUPPORT THE SCHECHTER INSTITUTES INC BOX 3566 PO BOX 8500 PHILADELPHIA PA 191783566 223342043 501(C)(3) 10000 GENERAL SUPPORT TORAH INSTITUTE OF BALTIMORE 35 ROSEWOOD LANE OWINGS MILLS MD 21117 237304990 501(C)(3) 385936 GENERAL SUPPORT UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA 11 BROADWAY NEW YORK NY 10004 135623717 501(C)(3) 10000 GENERAL SUPPORT UNIVERSITY OF MARYLAND HILLEL 7612 MOWATT LANE COLLEGE PARK MD 20740 530179971 501(C)(3) 312425 GENERAL SUPPORT WORLD ORT INC JIM LODGE 1745 BROADWAY 17TH FLOOR NEW YORK NY 10019 061669917 501(C)(3) 24000 GENERAL SUPPORT WORLD UNION FOR PROGRESSIVE JUDAISM LTD 633 THIRD AVENUE 7TH FLOOR NEW YORK NY 100176778 131930176 501(C)(3) 33000 GENERAL SUPPORT ZAMIR CHORAL FOUNDATION 475 RIVERSIDE DRIVE SUITE 825 NEW YORK NY 10115 136217087 501(C)(3) 10316 GENERAL SUPPORT 47 1 FELLOWSHIP 12 20227 PART I, LINE 2: LAY AND PROFESSIONAL LEADERSHIP MEETS WITH AGENCY REPRESENTATION SEVERAL TIMES DURING THE YEAR TO MONITOR THE FISCAL HEALTH OF THE ORGANIZATION AS WELL AS TO ENSURE APPROPRIATE USE OF FUNDS. AGENCIES ARE REQUIRED TO SUBMIT BUDGETS ON A QUARTERLY BASIS AS WELL AS AN ORGANIZATION BUSINESS PLAN ONCE A YEAR. THE ASSOCIATED THROUGH ITS COMMUNITY PLANNING AND ALLOCATIONS EXECUTIVE COMMITTEE, A LAY BODY, MEETS THROUGHOUT THE FISCAL YEAR TO ASSESS AND DETERMINE ONGOING ELIGIBILITY OF FUNDED ORGANIZATIONS AS WELL AS TO CLEARLY IDENTIFY CRITERIA TO BE USED AS THE BASIS FOR FUNDING DECISIONS FOR THE NEXT FISCAL YEAR. IN ADDITION, A RECORD OF ALL GRANTS MADE IS MAINTAINED IN ORDER TO ENSURE THAT GRANTS ARE USED AS REQUESTED. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 MARC B TERRILL PRESIDENT 471726 0 75000 0 28221 0 60600 0 28942 0 664489 0 0 0 MARK SMOLARZ COO/CFO 217940 0 0 0 0 0 8800 0 16569 0 243309 0 0 0 MICHAEL FRIEDMAN SENIOR VICE PRESIDENT 206724 0 0 0 0 0 8200 0 1280 0 216204 0 0 0 LESLIE POMERANTZ SENIOR VICE PRESIDENT 164442 0 0 0 0 0 6550 0 1037 0 172029 0 0 0 MICHAEL DYE VP, INVESTMENTS & RISK MGM 153716 0 0 0 0 0 6520 0 25716 0 185952 0 0 0 DARRELL FRIEDMAN FORMER OFFICER 0 0 0 0 142981 0 0 0 0 0 142981 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES BUSINESS RELATED TRAVEL AND OTHER EXPENSES TO MARC TERRILL PURSUANT TO HIS EMPLOYMENT CONTRACT. PART I, LINE 4B MARC TERRILL PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. NO AMOUNTS WERE VESTED DURING THE YEAR. $50,000 WAS DEFERRED AND IS INCLUDED IN FORM 990, PART VII, COLUMN F AND SCHEDULE J, PART II, COLUMN C. AS DETAILED IN FORM 990, PART VI, SECTION B, LINE 15, A NEW 5-YEAR CONTRACT WAS EXECUTED BEGINNING JANUARY 1, 2013. THE TERMS AND CONDITIONS OF THE DEFERRED COMPENSATION PLAN ARE OUTLINED IN THE CONTRACT. MARC TERRILL PRESIDENT TO ASSIST PURCHASING A HOME IN THE BALTIMORE AREA AS A RETENTION STRATEGY X 125000 31250 0 1 1 31250 X 148 1717747 FMV AT CONTRIBUTION DATE 0 1 1 PART I, LINE 32B: THIRD PARTIES ARE USED TO SELL NON-CASH ASSETS (INCLUDING DONATED REAL ESTATE). THE ORGANIZATION DOES NOT HAVE ANY ONGOING RELATIONSHIPS WITH THESE THIRD PARTIES, BUT WILL PICK BASED ON NEED AND LOCATION OF THE NON-CASH ASSETS. FORM 990, PART VI, SECTION A, LINE 6 ANY INDIVIDUAL(S), JEWISH OR NON-JEWISH, WHO SUPPORTS THE MISSION AND WHO, DIRECTLY OR THROUGH A FAMILY, CORPORATION, FIRM, TRUST, OR FOUNDATION, CONTRIBUTES TO THE ASSOCIATED ANNUAL CAMPAIGN IN ANY FISCAL YEAR OF THE ASSOCIATED, SHALL BE A MEMBER FOR AND DURING THE FISCAL YEAR IN WHICH A CONTRIBUTION IS MADE AND FOR THE SUCCEEDING FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION ELECT THE BOARD OF GOVERNORS. ELECTIONS OF DIRECTORS AND OFFICERS SHALL BE HELD BY BALLOT AT EACH ANNUAL MEETING OF THE ASSOCIATED. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE ORGANIZATION ARE REQUIRED TO APPROVE ANY AMENDMENTS TO THE BYLAWS OR THE ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD DELEGATED AUTHORITY OF THE REVIEW AND APPROVAL OF THE FORM 990 TO THE AUDIT COMMITTEE. BOTH SENIOR MANAGEMENT AND THE AUDIT COMMITTEE HAVE REVIEWED THE FORM 990 IN DETAIL PRIOR TO SUBMISSION TO THE IRS. THE ENTIRE BOARD CAN REVIEW AN ELECTRONIC COPY PRIOR TO SUBMISSION OF THE FORM TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, BOARD MEMBERS AND SENIOR STAFF OF THE ASSOCIATED ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE FORM EACH YEAR. EACH OFFICER, DIRECTOR AND STAFF MEMBER IS EXPECTED TO DISCLOSE ANY POTENTIAL CONFLICTS INCLUDING A DIRECT OR INDIRECT INTEREST (FINANCIAL, FAMILIAL OR OTHERWISE) WITH THE BUSINESS OF THE ASSOCIATED. IF THE ASSOCIATED TAKES UP FOR CONSIDERATION ANY MATTER IN WHICH AN OFFICER, DIRECTOR OR STAFF MEMBER, OR PERSONS AFFILIATED WITH THEM, HAVE SUCH A CONFLICTED INTEREST, THE ASSOCIATED SHALL RESOLVE QUESTIONS OF REAL OR APPARENT CONFLICT OF INTEREST THROUGH THE FOLLOWING PROCEDURES: 1. THE PERSON WITH A CONFLICTED INTEREST MUST DISCLOSE ANY RELEVANT FACTS THAT MIGHT GIVE RISE TO A CONFLICT OF INTEREST. 2. THE PERSON SO AFFECTED MAY TAKE PART IN ANY DISCUSSION OF ANY SUCH MATTERS, UNLESS THE ASSOCIATED SPECIFICALLY REQUESTS THE PERSON TO ABSTAIN FROM SUCH DISCUSSION. 3. THE PERSON WITH A CONFLICTED INTEREST SHALL ABSTAIN FROM VOTING ON ANY RESOLUTION INVOLVING SUCH MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATED'S EXECUTIVE COMPENSATION COMMITTEE WHICH IS COMPRISED OF BOTH PAST AND CURRENT TOP LAY LEADERSHIP ANNUALLY REVIEWS COMPENSATION OF ALL KEY EMPLOYEES, OFFICERS AND THE PRESIDENT BASED ON REVIEW OF INDEPENDENT SURVEYS OF SUCH INDIVIDUALS OF OTHER LIKE SIZE ORGANIZATIONS ACROSS THE NATION AS WELL AS COMPENSATION REVIEWS OF OTHER NOT FOR PROFIT ORGANIZATIONS IN THE GREATER BALTIMORE METRO AREA. THE COMMITTEE CONSIDERS STANDARDS OF LIVING AS WELL AS SIZE AND COMPLEXITY OF SUCH ORGANIZATIONS. THE COMMITTEE ALSO REVIEWS THE PERCENTAGE OF COMPENSATION OF SUCH EMPLOYEES TO THE TOTAL OPERATING BUDGET AND CONSIDERS GENERAL ECONOMIC CONDITIONS IMPACTING THE ORGANIZATION'S ENVIRONMENT THAT IT OPERATES WITHIN TO DETERMINE THAT SUCH PERCENTAGE APPEARS TO FALL IN LINE WITH SIMILAR ORGANIZATIONS. THE DETERMINATION OF THE EXECUTIVE COMPENSATION COMMITTEE IS THEN PRESENTED TO THE AFFECTED EMPLOYEE AS AN OFFER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: EXPENSES NOT INCLUDED ON FINANCIAL STATEMENTS 70,500. FORM 990, PART IX THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. (THE ASSOCIATED) AND THE ASSOCIATED JEWISH CHARITIES OF BALTIMORE (THE AJC) ARE AFFILIATE ORGANIZATIONS AND WORK IN CONJUNCTION WITH EACH OTHER TO ACCOMPLISH THE MISSION OF THE ASSOCIATED. THE TWO ORGANIZATIONS WERE FORMED AS SEPARATE ENTITIES TO DIVIDE THE ASSET HOLDING ORGANIZATION (THE AJC) FROM THE PROGRAM SERVICE DELIVERY ORGANIZATION (THE ASSOCIATED). IF THE TWO ORGANIZATIONS WERE COMBINED, THE TOTAL AMOUNT OF PROGRAM SERVICE EXPENSES COMPARED TO TOTAL EXPENSES WOULD BE 88.76%. THE ASSOCIATED PROGRAM EXPENSE 39,526,402 TOTAL EXPENSE 47,923,294 PROGRAM SERVICE % 82.48% AJC PROGRAM EXPENSE 29,853,671 TOTAL EXPENSE 30,240,995 PROGRAM SERVICE % 98.72% TOTAL PROGRAM EXPENSE 69,380,073 TOTAL EXPENSE 78,164,919 PROGRAM SERVICE % 88.76% ASSOCIATED JEWISH CHARITIES OF BALTIMORE INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 526024192 EXEMPT ORGANIZATION MD 501(C)(3) LINE 7 THE ASSOCIATED JCFB 1 ZANVYL KRIEGER FUND INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521126684 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 JILL FOX MEMORIAL FUND INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521167942 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 DUPKIN JEWISH CHARITY & WELFARE FUND INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521163411 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 SARAH & HAROLD ZALESCH FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521191346 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 GOLDSMITH FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521306094 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 MARTIN S HIMELES SR FUND INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521489357 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 FELDMAN FAMILY FUND INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521489355 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 MARVIN SCHAPIRO FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521615020 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 KOLKER-SAXON-HALLOCK FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521636273 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 JEWISH DAY SCHOOL FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521879606 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 BENDIT FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521412574 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 BRENDA BROWN LIPITZ FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 311555883 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 JOAN G AND JOSEPH KLEIN FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 311555845 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 BAVAR FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 522230085 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 JOSEPH & ANNETTE COOPER FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 522206655 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 FRANCES & FRANK FLEISHMAN FAMILY CHARITABLE FDN INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 522205658 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 HERBERT & PHYLLIS SIEGEL CHARITABLE FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 261943873 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 JANE KRIEGER SCHAPIRO FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 461468312 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 MACADOO FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 463952974 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 LUSKIN FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 465753796 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 SIDNEY S NAHAM FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 474204051 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 HOFFBERGER FAMILY FUND INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521167596 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 NATHAN & PAULINE MASH FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521436803 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 HARRY WEINBERG FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521541188 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 THE BERNARD MANEKIN FAMILY FUND INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521623185 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 SWIRNOW CHARITABLE FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521680035 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 GERSON G & SANDY F EISENBERG FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521726080 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 THE FLORENCE & CHARLES HOFFBERGER CHARITABLE FDN INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521801455 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 PEARLSTONE FAMILY FUND INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521249913 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 WILLIAM & IRENE WEINBERG FAMILY FOUNDTION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521857755 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 NATHAN & LILLIAN WEINBERG FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521867912 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 THE RICHMAN FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521899221 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 FRED & GRETA SCHLOSSBERG FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521903359 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 KESHER FUND OF THE COHEN-FRUCHTMAN-KRIEGER FMLY INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 311478499 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 MARJORIE COOK FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 526044319 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 DAVID & REGINA WEINBERG FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 311615045 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 THE FUND FOR CHANGE INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 311662222 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 THE BANCROFT FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 311644387 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 KR FUND INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 522209699 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 LINDA & G ARNOLD KAUFMAN FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 522204089 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 HOFFBERGER FOUNDATION FOR TORAH STUDY 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 522137496 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 ZIMMERMAN FUND FOR CHILDREN INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 562523091 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 LYN STACIE GETZ FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 203486477 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 JUDI & STEVEN B FADER FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 223920799 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 GLENN & DEBRA WEINBERG FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 208142217 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 LIBMAN FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 208572565 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 YEHUDA & ANNE NEUBERGER FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 271040796 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 SHOLK-KAPLAN FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 453915659 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 VOLOSOV FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 474050322 CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ASSOCIATED JEWISH CHARITIES OF BALTIMORE C 9405914 CASH VALUE BRENDA BROWN-LIPITZ FAMILY FOUNDATION INC C 57100 CASH VALUE DUPKIN JEWISH CHARITY AND WELFARE FUND C 400000 CASH VALUE GERSON G AND SANDY F EISENBERG FOUNDATION INC C 107000 CASH VALUE GOLDSMITH FOUNDATION C 536100 CASH VALUE HARRY WEINBERG FAMILY FOUNDATION INC C 2127500 CASH VALUE HOFFBERGER FAMILY FUND INC C 724930 CASH VALUE JANE KRIEGER SCHAPIRO FAMILY FOUNDATION INC C 290000 CASH VALUE JOSEPH AND ANNETTE COOPER FAMILY FOUNDATION INC C 85000 CASH VALUE KOLKER-SAXON-HALLOCK FUND B C 123000 CASH VALUE LUSKIN FAMILY FOUNDATION C 225000 CASH VALUE MACADOO FAMILY FOUNDATION INC C 64000 CASH VALUE MARTIN S HIMELES SR FOUNDATION INC C 55000 CASH VALUE PEARLSTONE FAMILY FUND C 572500 CASH VALUE RICHMAN FAMILY FOUNDATION INC C 162000 CASH VALUE ZANVYL AND ISABELLE KRIEGER FUND INC C 502600 CASH VALUE ZIMMERMAN FUND FOR CHILDREN INC C 67000 CASH VALUE