2024-04-09T13:22:32-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN 100 FRONT STREET 7TH FLOOR WORCESTER MA 01608 990 2023-01-01 521541188 HARRY WEINBERG FAMILY FOUNDATION INC HARR 4107274828 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 MARC B TERRILL PRESIDENT 4107274828 2024-04-05 1 MARC TERRILL 999009999 0 RAECHEL J GRADY P02395010 5087136900 2024-04-05 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z MARC B TERRILL 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 612262 0 X N/A X 1987 MD TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE ASSOCIATED. 17 16 0 16 0 0 0 0 0 0 475860 612262 0 0 475860 612262 2479152 1476700 0 0 0 0 0 0 0 86481 82868 2565633 1559568 -2089773 -947306 37111973 39416360 0 0 37111973 39416360 X SEE SCHEDULE O. 0 0 1476700 1476700 0 PROVIDE GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS IN FURTHERANCE OF THE MISSION OF THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. 1476700 1 0 0 0 0 0 0 0 0 0 0 1 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 17 16 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 & PUBLIC DIRECTO 0.15 40.00 X X 0 843795 44135 LAUREN KLEIN ASSISTANT SECRETARY 0.15 40.00 X 0 115395 5326 SANDRA G MOFFET VICE PRESIDENT & DONOR DIR 0.15 0.00 X X 0 0 0 AMY WEINBERG GUR SECRETARY & DONOR DIRECTOR 0.15 0.00 X X 0 0 0 ALVIN D KATZ TREASURER & PUBLIC DIRECTO 0.15 0.00 X X 0 0 0 GLENN L WEINBERG DONOR DIRECTOR 0.15 0.00 X 0 0 0 EVAN WEINBERG DONOR DIRECTOR 0.15 0.00 X 0 0 0 STANLEY FINE DONOR DIRECTOR 0.15 0.00 X 0 0 0 DEBRA S WEINBERG DONOR DIRECTOR 0.15 0.00 X 0 0 0 JEFFREY GRANT DONOR DIRECTOR 0.15 0.00 X 0 0 0 ROBERT FINE DONOR DIRECTOR 0.15 0.00 X 0 0 0 GENINE M FIDLER PUBLIC DIRECTOR 0.15 0.00 X 0 0 0 BETH GOLDSMITH PUBLIC DIRECTOR 0.15 0.00 X 0 0 0 BENJAMIN K GREENWALD PUBLIC DIRECTOR 0.15 0.00 X 0 0 0 LINDA HURWITZ PUBLIC DIRECTOR 0.15 0.00 X 0 0 0 MARK NEUMANN PUBLIC DIRECTOR 0.15 0.00 X 0 0 0 PHILIP E SACHS PUBLIC DIRECTOR 0.15 0.00 X 0 0 0 BRUCE SHOLK PUBLIC DIRECTOR 0.15 0.00 X 0 0 0 0 959190 49461 0 0 1 0 0 560181 560181 52081 0 52081 52081 52081 612262 0 0 612262 1476700 1476700 82868 82868 1559568 1476700 82868 0 37111973 39416360 37111973 39416360 0 0 X 37111973 39416360 37111973 39416360 37111973 39416360 -947306 3251693 0 X 0 0 0 X X 1 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 520607957 7 1 726700 0 1 726700 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 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. 0 INVESTMENT JEWISH COMMUNITY INVESTMENT FUNDS 39416360 F 39416360 1 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 101 W MT ROYAL AVENUE BALTIMORE MD 21201 520607957 501(C)(3) 726700 0 N/A N/A GENERAL SUPPORT ASSOCIATED JEWISH CHARITIES OF BALTIMORE 101 W MT ROYAL AVENUE BALTIMORE MD 21201 526024192 501(C)(3) 750000 0 N/A N/A CAPITAL 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 GRANTEES REGARDING HOW GRANTS ARE UTILIZED, AND TAKES SUCH INFORMATION INTO ACCOUNT IN CONSIDERING FUTURE GRANT REWARDS. 0 1 0 0 0 0 0 0 0 MARC B TERRILL PRESIDENT & PUBLIC DIRECTO 0 732733 0 75000 0 36062 0 13200 0 30935 0 887930 0 0 PART I, LINE 3 OFFICERS ARE COMPENSATED BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, A COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. 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 ON JULY 1, 2020. THE TERMS AND CONDITIONS OF THE DEFERRED COMPENSATION PLAN ARE OUTLINED IN THE CONTRACT. PART II, COLUMN A THE DIRECTORS OF THE HARRY WEINBERG FAMILY FOUNDATION, INC. RECEIVE NO COMPENSATION FOR THEIR SERVICES, HOWEVER, TWO OF THE DIRECTORS/OFFICERS ARE 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. FORM 990, PART III, LINE 1 THE FOUNDATION WAS CREATED TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. (THE ASSOCIATED). THE FOUNDATION MAKES GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS IN FURTHERANCE OF THE MISSION OF THE ASSOCIATED. FORM 990, PART VI, SECTION A, LINE 2 THERE ARE FAMILY RELATIONSHIPS AMONG THE DONOR MEMBERS AND DIRECTORS. JEFFREY GRANT, SANDRA G. MOFFET, DEBRA S. WEINBERG, GLENN L. WEINBERG, JAY WEINBERG, ROBERT FINE, TOBA W. GRANT, AMY W. GUR, EVAN WEINBERG AND STANLEY FINE HAVE A FAMILY RELATIONSHIP. COMPENSATED DIRECTORS/OFFICERS HAVE A BUSINESS RELATIONSHIP BECAUSE THEY ARE EMPLOYED BY A RELATED ORGANIZATION FOR WHICH MARC B. TERRILL ALSO SERVES AS AN OFFICER. 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 TOBA W. GRANT, GLENN L. WEINBERG, AND JAY WEINBERG. IN 2023, STANLEY FINE WAS ALSO APPROVED TO BECOME A DONOR MEMBER. 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 ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. 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 C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C: 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 CONFLICT OF INTEREST POLICY OF THE ASSOCIATED. 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 BAVAR FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 522230085 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 BRENDA BROWN LIPITZ REVER FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 311555883 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 BUNNY AND ALAN BERNSTEIN FAMILY FDN INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 862048098 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 DAVID & REGINA WEINBERG FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 311615045 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 DUPKIN JEWISH CHARITY & WELFARE FUND INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521163411 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 FELDMAN FAMILY FUND INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521489355 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I 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 FRANCES & FRANK FLEISHMAN FAMILY CHARITABLE FDN INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 522205658 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 GERSON G & SANDY F EISENBERG FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521726080 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 HERBERT & PHYLLIS SIEGEL CHARITABLE FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 261943873 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 HOFFBERGER FAMILY FUND INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521167596 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 JANE KRIEGER SCHAPIRO FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 461468312 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 JEWISH DAY SCHOOL FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521879606 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 JILL FOX MEMORIAL FUND INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521167942 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 JOAN G AND JOSEPH KLEIN FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 311555845 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 JOSEPH & ANNETTE COOPER FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 522206655 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 JUDI & STEVEN B FADER FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 223920799 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 KOLKER-SAXON-HALLOCK FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521636273 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 KR FUND INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 522209699 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 LIBMAN FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 208572565 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 LINDA & G ARNOLD KAUFMAN FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 522204089 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 LUSKIN FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 465753796 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 LYN STACIE GETZ FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 203486477 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 MACADOO FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 463952974 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 MARTIN S HIMELES SR FUND INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521489357 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 MARVIN SCHAPIRO FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521615020 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 NEUBERGER FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 271040796 CHARITABLE 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 SHOLK-KAPLAN FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 453915659 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 STEVEN AND LINDA HURWITZ FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 813750702 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 12A, I THE ASSOCIATED JCFB 0 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 THE BANCROFT FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 311644387 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 THE FUND FOR CHANGE INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 311662222 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 VOLOSOV FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 474050322 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 WOLASKY FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 820956858 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 ZANVYL AND 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 ZIMMERMAN FUND FOR CHILDREN INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 562523091 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0