2023-10-24T11:15:51-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2022-07-01 521167942 JILL FOX MEMORIAL FUND JILL 4107274828 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 MARC B TERRILL PRESIDENT 4107274828 2023-10-18 1 MARC TERRILL 999009999 0 LAUREN N WEST P01970042 2156433900 2023-10-02 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARC B TERRILL 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 1500818 0 X N/A X 1979 MD TO PROVIDE GRANTS TO INDIVIDUALS WITH UNMET HEALTHCARE NEEDS NOT PAID FOR BY OTHER RESOURCES. 11 10 0 10 0 0 20739 22191 0 0 89093 250787 0 0 109832 272978 225235 45000 0 0 127960 125672 0 0 0 36929 30234 390124 200906 -280292 72072 2960186 3069751 0 0 2960186 3069751 X SEE SCHEDULE OTHE FOUNDATION PROVIDES GRANTS FOR INDIVIDUALS WITH UNMET HEALTHCARE NEEDS NOT PAID FOR BY MEDICAL ASSISTANCE, GOVERNMENT, AGENCIES, HEALTH ASSOCIATIONS, OR PUBLIC OR PERSONAL RESOURCES. 0 0 25000 25000 0 GRANT TO THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC WHICH WORKS TO PRESERVE AND ENHANCE JEWISH LIFE. 120538 20000 0 PROGRAMMATIC GRANT TO PARTNER WITH FAMILIES, CHILDREN & ADULTS WITH SPECIAL HEALTH CARE NEEDS AND DISABILITIES. 145538 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 1 0 0 0 1 1 1 1 0 0 0 1 0 0 0 0 0 0 X MARILYN LOUX 4107274828 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 MARC B TERRILL PRESIDENT AND DONOR DIRECTOR 0.15 40.00 X X 0 841681 45897 SHIRLEY F SCHOLDER VICE PRESIDENT AND DONOR DIRECTOR 0.15 0.00 X X 0 0 0 CHARLES GOLDBERG SECRETARY AND DONOR DIRECTOR 0.15 0.00 X X 0 0 0 DAVID SCHOLDER TREASURER AND DONOR MEMBER 0.15 0.00 X X 0 0 0 KAREN L SCHOLDER DONOR DIRECTOR 0.15 0.00 X 0 0 0 SUSAN SCHOLDER SMITH DONOR DIRECTOR 0.15 0.00 X 0 0 0 JACOB J COHEN PUBLIC DIRECTOR 0.15 0.00 X 0 0 0 ROBB COHEN PUBLIC DIRECTOR 0.15 0.00 X 0 0 0 LOWELL HERMAN PUBLIC DIRECTOR 0.15 0.00 X 0 0 0 SANDRA G MOFFET PUBLIC DIRECTOR 0.15 0.00 X 0 0 0 DR ROBERTA SCHULMAN PUBLIC DIRECTOR 0.15 0.00 X 0 0 0 TOBA W GRANT EXECUTIVE DIRECTOR 40.00 0.00 X 0 127612 5635 0 969293 51532 0 0 1 0 0 20741 1450 22191 54314 54314 1424313 1227840 196473 196473 196473 272978 0 0 250787 45000 45000 125672 100538 25134 29238 29238 996 996 200906 145538 55368 0 87005 265921 2848181 2803830 25000 2960186 3069751 0 0 X 2960186 3069751 2960186 3069751 2960186 3069751 72072 37493 0 X X 0 0 0 X X 1 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 520607957 10 1 25000 0 1 25000 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 PART IV, SECTION A, LINE 6: GRANTS TO ORGANIZATIONS, OTHER THAN THE SUPPORTED ORGANIZATION, ARE MADE AT THE DISCRETION OF THE BOARD OF DIRECTORS OF THE SUPPORTING ORGANIZATION AND ARE MADE IN THE FURTHERANCE OF THE MISSION OF THE SUPPORTED ORGANIZATION TO SUPPORT JEWISH, CULTURAL, EDUCATIONAL, AND SOCIAL JUSTICE WORK. PART IV, SECTION B, LINE 2: THE SUPPORTED ORGANIZATION 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. IN FURTHERANCE OF THAT MISSION, THE SUPPORTED ORGANIZATION ENCOURAGES FAMILIES TO ESTABLISH SUPPORTING ORGANIZATIONS IN PARTNERSHIP WITH IT, IN ORDER TO ENGAGE INTERESTED DONORS AND SUCCEEDING GENERATIONS IN PHILANTHROPIC PURSUITS AND ENHANCE BOTH THE JEWISH AND GENERAL COMMUNITIES IN KEEPING WITH THE JEWISH TRADITION OF REPAIRING THE WORLD. ALL GRANTS ARE MADE TO TAX-EXEMPT CHARITABLE ORGANIZATIONS REGISTERED WITH THE INTERNAL REVENUE SERVICE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 101 W MT ROYAL AVENUE BALTIMORE MD 21201 520607957 501(C)(3) 25000 0 N/A N/A GENERAL SUPPORT THE COORDINATING CENTER FOR HOME & COMMUNITY CARE 8531 VETERANS HIGHWAY MILLERSVILLE MD 21108 521318341 501(C)(3) 20000 0 N/A N/A GENERAL SUPPORT 2 0 PART I, LINE 2: GRANT REQUESTS ARE REVIEWED TO ENSURE THAT THEY ARE PERMISSIBLE AND IN ACCORDANCE WITH APPLICABLE LAWS AND REGULATIONS. THE FOUNDATION WILL REQUEST AND RECEIVE PERIODIC REPORTS AND UPDATES FROM THE GRANTEES REGARDING HOW GRANTS ARE UTILIZED, AND TAKE SUCH INFORMATION INTO ACCOUNT IN CONSIDERING FUTURE GRANT AWARDS. 0 1 0 0 0 0 0 0 0 MARC B TERRILL PRESIDENT AND DONOR DIRECTOR 0 727510 0 75000 0 39171 0 11529 0 34368 0 887578 0 0 PART I, LINE 4B MARC TERRILL PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. THERE WERE NO AMOUNTS VESTED OR RECEIVED FROM THE PLAN DURING THE TAX YEAR. MARC TERRILL HAS A CONTRACT EXECUTED JULY 1, 2020, THE TERMS AND CONDITIONS OF THE DEFERRED COMPENSATION PLAN ARE OUTLIND IN THE CONTRACT. SCHEDULE J, PART II THE DIRECTORS OF THE JILL FOX MEMORIAL FUND, INC. RECEIVE NO COMPENSATION FOR THEIR SERVICES, HOWEVER, ONE OF THE DIRECTORS IS EMPLOYED BY THE SUPPORTED ENTITY, THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. (THE ASSOCIATED). ALL OF THE COMPENSATION AND BENEFITS ARE PAID BY THE ASSOCIATED, NONE OF IT IS ATTRIBUTABLE TO THE SERVICE AS A DIRECTOR AND/OR OFFICER OF THE FOUNDATION. THE JILL FOX MEMORIAL FUND, INC. HAS ONE FULL-TIME EMPLOYEE. ALL COMPENSATION IS PROCESSED BY THE SUPPORTED ENTITY, THE ASSOCIATED. THE COMPENSATION COST IS REIMBURSED BY THE JILL FOX MEMORIAL FUND, INC. TO THE ASSOCIATED. FORM 990, PART VI, SECTION A, LINE 2 THERE ARE FAMILY RELATIONSHIPS AMONG THE DONOR MEMBERS AND DIRECTORS. SHIRLEY F. SCHOLDER, KAREN L. SCHOLDER, DAVID SCHOLDER AND SUSAN SCHOLDER SMITH HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO CLASSES OF MEMBERS, A PUBLIC MEMBER - THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. AND DONOR MEMBERS CONSISTING OF CHARLES GOLDBERG, SHIRLEY F. SCHOLDER AND SUSAN SCHOLDER SMITH. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS APPOINT THE BOARD OF DIRECTORS. THE PUBLIC MEMBER APPOINTS THE MAJORITY AND DONOR MEMBERS APPOINT THE REMAINDER. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BYLAWS ARE SUBJECT TO CHANGE OR RECISSION BY THE MEMBERS BEFORE THEY ARE ADOPTED. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND SUPPORTING SCHEDULES ARE DISTRIBUTED TO THE OFFICERS AND DIRECTORS UPON COMPLETION FOR REVIEW AND COMMENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12 THE SUPPORTED ORGANIZATION MONITORS AND ENFORCES THE POTENTIAL OF ANY CONFLICT OF INTEREST BY REGULARLY REVIEWING THE BOARD OF DIRECTORS, ITS ACTIONS AND THE INVESTMENT OF ASSETS TO ENSURE IT COMPLIES WITH THE CONFILCT OF INTEREST POLICY OF THE ASSOCIATED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII THE ORGANIZATION'S FINANCIAL INFORMATION IS INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS WHICH HAS A JUNE 30, 2023 FISCAL YEAR END. AT THE TIME OF THIS FILING, THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE IN THE PROCESS OF BEING COMPLETED. THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 520607957 EXEMPT ORGANIZATION MD 501(C)(3) LINE 7 N/A 0 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 0 FLORENCE & CHARLES HOFFBERGER FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521801455 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 ZANVYL & ISABELLE KRIEGER FUND INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521126684 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 DUPKIN JEWISH CHARITY & WELFARE FOUNDATION OF BALTIMORE INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521163411 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 GOLDSMITH FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521306094 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 MARTIN S 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SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 PEARLSTONE FAMILY FUND INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521249913 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 WILLIAM & IRENE WEINBERG FAMILY FOUNDTION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521857755 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 NATHAN & LILLIAN WEINBERG FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521867912 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 THE RICHMAN FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521899221 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 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 12A, I THE ASSOCIATED JCFB 0 SWIRNOW CHARITABLE FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521680035 CHARITABLE SUPPORT MD 501(C)(3) LINE 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