2025-11-13T07:40:32-06:00 2024-12-31 060903326 WHITTLESEY PC 14 BOBALA RD HOLYOKE MA 01040 990 2024-01-01 042127023 JEWISH FEDERATION OF WESTERN MASSACHUSETTS INC JEWI 4137374313 1160 DICKINSON STREET SPRINGFIELD MA 01108 ADAM SOLENDER INTERIM CHIEF EXECUTIVE OFFICER 4137374313 2025-11-09 1 1 THOMAS DOWLING P01232667 4135363970 2024 2025-03-06 01:10:19Z ADAM SOLENDER 1160 DICKINSON STREET SPRINGFIELD MA 01108 7725613 0 X WWW.JEWISHWESTERNMASS.ORG X 1926 MA TO ENSURE CONTINUITY AND WELL-BEING OF A VIBRANT JEWISH COMMUNITY 18 18 11 0 0 0 1749694 1031197 0 0 3964851 2050567 -51122 0 5663423 3081764 3846410 3486040 0 0 806521 852413 0 0 336944 763930 826962 5416861 5165415 246562 -2083651 51177662 54428534 1083386 1751330 50094276 52677204 X TO ENSURE THE CONTINUITY AND WELL BEING OF THE JEWISH COMMUNITY IN WESTERN MA, ISRAEL AND THE WORLD BY TEACHING THE VALUES OF TORAH (JEWISH LEARNING), KLAL YISRAEL (RESPONSIBILITY OF EACH OTHER), TIKKUN OLAM (REPAIRING THE WORLD) AND TZEDAKAH (JUSTICE, RIGHTEOUSNESS AND PHILANTHROPY) THE FEDERATION, TOGETHER WITH ITS WORLDWIDE PARTNERS, EDUCATES, ADVOCATES FOR, AND SUPPORTS THE JEWISH COMMUNITY LOCALLY AND WORLDWIDE BY PLANNING AND EVALUATING STRATEGICALLY, RAISING AND ALLOCATING FUNDS AND DEVELOPING, INSPIRING AND PROVIDING LEADERSHIP. 0 0 4262545 3486040 THE JEWISH ENDOWMENT FOUNDATION (JEF) PROVIDES PLANNED GIVING OPPORTUNITIES TO INDIVIDUALS AND PROVIDES FUNDING FOR MANY JEWISH AGENCIES AS WELL AS NON-JEWISH, NON-PROFIT AGENCIES. 4262545 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 13 0 1 11 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA CT FL X ADAM SOLENDER 4137374313 1160 DICKINSON STREET SPRINGFIELD MA 01108 MOLLY PARR 1ST VICE PRESIDENT & DEVELOPMENT CHAIR 1.00 X X 0 0 0 CAROL ENGELSON 2ND VICE PRESIDENT & JEF CHAIR 1.00 X X 0 0 0 ROBYN NEWHOUSE IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 FRANK ROBERTS PRESIDENT 1.00 X X 0 0 0 OWEN ZARET SECRETARY 1.00 X 0 0 0 JOSHUA VOGEL TREASURER 1.00 X X 0 0 0 ERIC LESSER TRUSTEE 1.00 X 0 0 0 ROCHEL LEAH KOSOFSKY TRUSTEE 1.00 X 0 0 0 MICAH SCHNEIDER TRUSTEE 1.00 X 0 0 0 CORRIE TRATTNER TRUSTEE 1.00 X 0 0 0 MIRYAM KABAKOV TRUSTEE 1.00 X 0 0 0 SHELLEY BARRON TRUSTEE 1.00 X 0 0 0 MAX SCHNAPER TRUSTEE 1.00 X 0 0 0 MARK GOLD TRUSTEE 1.00 X 0 0 0 BARRY FEDERMAN TRUSTEE 1.00 X 0 0 0 RONI GOLD TRUSTEE 1.00 X 0 0 0 LISA KATZ TRUSTEE 1.00 X 0 0 0 HENNEY LEWIN TRUSTEE 1.00 X 0 0 0 NORA GORENSTEIN CHIEF EXECUTIVE OFFICER (FORMER) 40.00 X 137434 0 2791 BRUCE TURCOTTE CONTROLLER 40.00 X 0 0 0 137434 0 2791 1 0 0 0 0 448674 582523 1031197 1388257 1388257 5306159 4643849 662310 662310 662310 3081764 0 0 2050567 3486040 3486040 643209 240761 244455 157993 209204 75313 83682 50209 150471 112853 37618 2687 2687 37617 37617 126791 46689 31187 48915 14082 8115 291 5676 61881 37129 12376 12376 31345 18807 6269 6269 40379 24227 8076 8076 32551 19531 6510 6510 13475 8085 2695 2695 OTHER SUPPLIES 191682 184995 6080 607 CREDIT LOSSES 124001 124001 5165415 4262545 565926 336944 308015 0 446012 302502 229663 160936 86507 109310 511080 370936 172695 140144 45298270 49069714 4636500 4645928 51177662 54428534 155803 167775 153479 303428 543732 1060277 230372 219850 1083386 1751330 X 2702296 2681889 47391980 49995315 50094276 52677204 51177662 54428534 X -2083651 4747685 -81106 X 0 1 X 1 0 X 2954081 2022664 2310227 1749694 1031197 10067863 2954081 2022664 2310227 1749694 1031197 10067863 10067863 998747 1230420 1058919 1140386 1388257 5816729 15884592 0.63380 0.66310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 X 49934770 1031392 6717146 3967471 53715837 46346803 402688 7168023 3982744 49934770 55483379 1531374 -8652447 2015503 46346803 49296021 559800 7858470 2307910 -76998 55483379 44682327 2504038 5323073 2896267 317150 49296021 0.08000 0.82000 0.10000 0 0 241381 146291 95090 269699 224645 45054 140144 STATE OF ISRAEL BONDS 4645928 F 4645928 ALLOCATION PAYABLE 219850 219850 7829449 4747685 4747685 3081764 0 3081764 5165415 0 5165415 0 5165415 PART IV, LINE 2B: THE ORGANIZATION HAS ENTERED INTO VARIOUS CHARITABLE TRUSTS AND CHARITABLE GIFT ANNUITIES. THESE AGREEMENTS REQUIRE PERIODIC PAYMENT TO DESIGNATED BENEFICIARIES AND TERMINATE EITHER AT A SPECIFIC TIME OR UPON THE DEATH OF THE DESIGNATED INDIVIDUAL. UPON TERMINATION, THE REMAINING ASSETS OF THE ANNUITY OR REMAINDER TRUST WILL BE TRANSFERRED TO THE NAMED BENEFICIARY TO BE USED IN ACCORDANCE WITH THE DONOR'S INTENT. ASSETS RECEIVED ARE RECORDED AT FAIR VALUE ON THE DATE THE AGREEMENT OR TRUST IS RECOGNIZED, AND A LIABILITY IS RECORDED EQUAL TO THE PRESENT VALUE OF THE ESTIMATED FUTURE OBLIGATIONS BASED ON MORTALITY RATES DERIVED FROM ORDINARY LIFE ANNUITY TABLES. WHEN THE NAMED BENEFICIARY IS THE ORGANIZATION, THE REMAINING ASSETS (DIFFERENCE BETWEEN THE FAIR VALUES OF ASSETS CONTRIBUTED AND ESTIMATED FUTURE OBLIGATIONS) ARE RECOGNIZED AS CONTRIBUTION REVENUE. WHEN THE NAMED BENEFICIARY IS OTHER THAN THE ORGANIZATION, THE REMAINING ASSETS ARE RECOGNIZED AS A LIABILITY DUE TO OTHERS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE TRUST AND ANNUITY OBLIGATIONS ISRAEL 0 0 INVESTMENTS IN STATE OF ISRAEL BONDS 4645928 0 0 0 0 0 0 4645928 0 4645928 0 0 0 0 0 0 0 SPRINGFIELD JEWISH COMMUNITY CENTER 1160 DICKINSON STREET SPRINGFIELD MA 01108 042103802 501(C)3 1280620 0 GENERAL SUPPORT ALLIANCE OF ORTHODOX CONGREGATIONS 2 EUNICE DRIVE LONGMEADOW MA 01106 205982153 501(C)3 214168 0 GENERAL SUPPORT TEMPLE BETH EL 979 DICKINSON STREET SPRINGFIELD MA 01108 131659707 501(C)3 188334 0 GENERAL SUPPORT RACHEL'S TABLE OF WESTERN MASSACHUSETTS INC 1160 DICKINSON STREET SPRINGFIELD MA 01108 923930692 501(C)3 136116 0 GENERAL SUPPORT LUBAVITCHER YESHIVA ACADEMY 1148 CONVERSE STREET LONGMEADOW MA 01106 046004494 501(C)3 132528 0 GENERAL SUPPORT HEBREW FREE LOAN ASSOCIATION OF GREATER SPRINGFIELD INC 1160 DICKINSON STREET SPRINGFIELD MA 01108 043205092 501(C)3 66100 0 GENERAL SUPPORT LANDER GRINSPOON ACADEMY 257 PROSPECT STREET NORTHAMPTON MA 01060 043304825 501(C)3 55204 0 GENERAL SUPPORT JGS LIFECARE 770 CONVERSE STREET LONGMEADOW MA 01106 042129128 501(C)3 51413 0 GENERAL SUPPORT PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVE STE 1501 NEW YORK NY 10017 136104086 501(C)3 49000 0 GENERAL SUPPORT SINAI TEMPLE 1100 DICKINSON STREET SPRINGFIELD MA 01108 042655369 501(C)3 30293 0 GENERAL SUPPORT JEWISH FEDERATION OF THE BERKSHIRES INC 196 SOUTH STREET PITTSFIELD MA 01201 042131409 501(C)3 27986 0 GENERAL SUPPORT JEWISH FEDERATION OF WESTERN MASSACHUSETTS INC 1160 DICKINSON STREET SPRINGFIELD MA 011083198 042127023 501(C)3 26947 0 GENERAL SUPPORT NEW ENGLAND JEWISH ACADEMY 300 BLOOMFIELD AVE WEST HARTFORD CT 06117 061455973 501(C)3 26753 0 GENERAL SUPPORT UNITED ISRAEL APPEAL 25 BROADWAY SUITE 1700 NEW YORK NY 01004 131760102 501(C)3 19486 0 GENERAL SUPPORT JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL 633 THIRD AVENUE 21ST FLOOR NEW YORK NY 10017 230053483 501(C)3 16000 0 GENERAL SUPPORT HAROLD GRINSPOON FOUNDATION 380 UNION STREET WEST SPRINGFIELD MA 01089 046685725 501(C)3 15500 0 GENERAL SUPPORT JIMMY FUNDDANA FARBER CANCER INSTITUTE 10 BROOKLINE PLACE WEST 6TH FLOOR BROOKLINE MA 02445 042263040 501(C)3 15000 0 GENERAL SUPPORT PAN MASS CHALLENGE C/O BILLY STARR NEEDHAM MA 02494 042746912 501(C)3 14200 0 GENERAL SUPPORT GREATER WESTFIELD EMERGENCY FOOD PANTRY INC 101 MEADOW ST WESTFIELD MA 01085 043049616 501(C)3 14072 0 GENERAL SUPPORT JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY ATTN CAMPAIGN DEPARTMENT BOCA RATON FL 334281788 591945109 501(C)3 13660 0 GENERAL SUPPORT HIDDEN ACRES THERAPEUTIC RIDING CENTER 45 GABRIEL DR NAUGATUCK CT 06770 263248176 501(C)3 12500 0 GENERAL SUPPORT HILLEL HOUSE AT UMASS 388 NORTH PLEASANT STREET AMHERST MA 01002 043110103 501(C)3 11582 0 GENERAL SUPPORT AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 10022 135563393 501(C)3 10250 0 GENERAL SUPPORT BRANDEIS UNIVERSITY 415 SOUTH STREET MS 122 WALTHAM MA 02453 042103552 501(C)3 10000 0 GENERAL SUPPORT CAMPHILL VILLAGE USA INC 84 CAMPHILL ROAD COPAKE NY 12516 141463358 501(C)3 10000 0 GENERAL SUPPORT WASHINGTON INSTITUTE FOR NEAR EAST POLICY 1111 19TH ST NY WASHINGTON DC 20036 521376034 501(C)3 10000 0 GENERAL SUPPORT YOUTH RENEWAL FUND 1460 BROADWAY NEW YORK NY 10036 133641489 501(C)3 10000 0 GENERAL SUPPORT JEWISH COMMUNITY OF AMHERST 742 MAIN STREET AMHERST MA 01002 042394315 501(C)3 9871 0 GENERAL SUPPORT CONGREGATION SONS OF ZION 380 DWIGHT STREET UNIT 7 HOLYOKE MA 01040 042396763 501(C)3 9780 0 GENERAL SUPPORT AMERICAN RED CROSSPIONEER VALLEY CHAPTER 150 BROOKDALE DRIVE SPRINGFIELD MA 01104 530196605 501(C)3 9493 0 GENERAL SUPPORT MAKE A WISH MASSACHUSETTS & RHODE ISLAND 181 PARK AVENUE WEST SPRINGFIELD MA 01089 222867371 501(C)3 8024 0 GENERAL SUPPORT CHABAD CENTER OF SUDBURY INC 100 HORSE POND RD SUDBURY MA 01776 421705694 501(C)3 8000 0 GENERAL SUPPORT FIDELITY CHARITABLE PO BOX 770001 CINCINNATI OH 45277 110303001 501(C)3 6318 0 GENERAL SUPPORT RETT SYNDROME RESEARCH TRUST 67 UNDER CLIFF ROAD TRUMBULL CT 06611 260687439 501(C)4 5850 0 GENERAL SUPPORT ALZHEIMER'S ASSOCIATION 225 NORTH MICHIGAN AVENUE CHICAGO IL 60601 133039601 501(C)3 5024 0 GENERAL SUPPORT PART I, LINE 2: APPLICATIONS WITH A DEADLINE ARE DISTRIBUTED TO INVITED QUALIFYING CHARITIES WITH A CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSE. COMPLETED APPLICATIONS ARE REVIEWED AND ALLOCATIONS DETERMINED BY THE ALLOCATION COMMITTEE AND THEN APPROVED BY THE BOARD OF DIRECTORS, THE EXECUTIVE DIRECTOR PRIOR TO ANY DISBURSEMENT OF FUNDS THE DONORS OF DONOR ADVISED FUNDS COMPLETE APPLICATIONS RECOMMENDING DONATIONS FOR CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSES THESE APPLICATIONS ARE REVIEWED AND APPROVED BY THE ENDOWMENT ADVISORY BOARD, THE EXECUTIVE DIRECTOR PRIOR TO ANY DISBURSEMENT OF FUNDS FORM 990, PART VI, SECTION A, LINE 6 EVERY JEWISH CONTRIBUTOR TO THE FUNDRAISING CAMPAIGNS OF THE ORGANIZATION SHALL BE A MEMBER FOR THE FISCAL YEAR DURING WHICH SUCH CONTRIBUTION IS MADE. FORM 990, PART VI, SECTION A, LINE 7A ALL JEWISH CONTRIBUTORS TO THE FUNDRAISING CAMPAIGNS DURING THE FISCAL YEAR MAY VOTE AT THE ANNUAL MEETING OF THE ORGANIZATION FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY MANAGEMENT FOR ACCURACY AND THEN REVIEWED BY THE FINANCE COMMITTEE PRIOR TO ITS FILING, ALL MEMBERS OF THE BOARD OF TRUSTEES RECEIVE A COPY OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE AWARE OF ANY CONFLICTS OF INTEREST AND MONITOR THEM. PERSONS WITH CONFLICTS ARE PREVENTED FROM VOTING ON ANY RELATED MATTERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF EXECUTIVE DIRETOR AND OTHER KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OR THE BOARD OF DIRECTORS. NO ONE ON THIS BOARD HAD A CONFLICT OF INTEREST WITH THE EXECUTIVE WHOSE COMPENSATION WAS BEING EVALUATED IN DETERMINING THE APPROPRIATENESS OF THE SALARY. THE COMMITTEE TOOK INTO CONSIDERATION COMPENSATION PAID TO EXECUTIVES EMPLOYED BY SIMILARLY SITUATED ORGANIZATIONS. THE DECISION MADE BY THE EXECUTIVE COMMITTEE AS TO SALARY AMOUNTS WERE ADEQUATELY AND CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 18 COPIES ARE AVAILABLE AT THE ORGANIZATION'S OFFICE AT 1160 DICKINSON STREET, SPRINGFIELD, MA 01108. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE OFFICES OF THE ORGANIZATION FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE TRUST AND ANNUITY OBLIGATIONS -81,106. JEF PROPERTIES INC 1160 DICKINSON STREET SPRINGFIELD MA 01108 050539141 HOLD ASSETS' TITLE & UPON SALE, TRANSFERS NET PROCEEDS TO JEWISH FEDERATION MA 501(C)(2) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0