2026-05-13T11:47:09-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-07-01 311555845 THE JOAN G & JOSEPH KLEIN JR FOUNDATION INC JOAN 4107274828 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 SAMUEL KLEIN CHIEF FINANCIAL OFFICER 4107274828 2026-05-12 1 1 KATARZYNA O PADZIK P02268641 7819821001 2026-05-12 2024 2025-03-06 01:10:19Z MICHAEL I FRIEDMAN 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 9308 0 X N/A X 1997 MD TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. 5 3 0 3 0 0 0 0 0 0 10305 9308 0 0 10305 9308 36225 32790 0 0 0 0 0 0 0 8723 9070 44948 41860 -34643 -32552 647601 689761 0 0 647601 689761 X SEE SCHEDULE OTHE 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. 0 0 32790 32790 0 PROVIDE GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS IN FURTHERANCE OF THE MISSION OF THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. 32790 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 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 5 3 1 0 0 0 1 1 1 1 0 0 0 1 0 0 0 0 0 0 X SAM KLEIN 4107274828 5700 PARK HEIGHTS AVE BALTIMORE MD 21215 MICHAEL I FRIEDMAN PRESIDENT AND PUBLIC DIRECTOR 0.15 39.85 X X 0 253496 12125 LAUREN KLEIN PUBLIC DIRECTOR 0.15 39.85 X 0 119364 5554 JOAN G KLEIN VICE PRESIDENT AND DONOR DIRECTOR 0.15 0.00 X X 0 0 0 CYNTHIA K GOLDBERG SECRETARY AND DONOR DIRECTOR 0.15 0.00 X X 0 0 0 JOSEPH KLEIN III TREASURER 0.15 0.00 X 0 0 0 LYNN ABESHOUSE PUBLIC DIRECTOR 0.15 0.00 X 0 0 0 0 372860 17679 0 0 1 0 0 9308 9308 9308 0 0 9308 32790 32790 6570 6570 2500 2500 41860 32790 9070 0 647601 689761 647601 689761 0 0 X 647601 689761 647601 689761 647601 689761 -32552 74712 0 X 0 1 X 1 0 X X 1 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC 520607957 7 1 28741 0 1 28741 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. 0 INVESTMENT- JEWISH COMMNITY INVESTMENT FUNDS 689761 F 689761 X 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 CONSOLIDATED 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 CONSOLIDATED 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 DE-RECOGNITION, 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. GENERALLY, THE ASSOCIATED IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL AUTHORITIES FOR YEARS BEFORE 2022. 1 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 520607957 501(C)(3) 28741 0 NA NA GENERAL SUPPORT 1 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 GRANTEE REGARDING HOW GRANTS ARE UTILIZED, AND TAKES SUCH INFORMATION INTO ACCOUNT IN CONSIDERING FUTURE GRANT AWARDS. 0 0 0 0 0 0 0 0 0 MICHAEL I FRIEDMAN PRESIDENT AND PUBLIC DIRECTOR 0 253496 0 0 0 0 0 10000 0 2125 0 265621 0 0 PART I, LINE 3: A RELATED ORGANIZATION, THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC., USES 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 TO ESTABLISH THE ORGANIZATION'S PRESIDENT'S COMPENSATION. SCHEUDLE J, PART II THE DIRECTORS OF THE JOAN G. & JOSEPH KLEIN, JR. FOUNDATION, INC. RECEIVE NO COMPENSATION FOR THEIR SERVICES. HOWEVER, TWO OF THE DIRECTORS 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 VI, SECTION A, LINE 2 THERE ARE FAMILY RELATIONSHIPS AMONG THE DONOR MEMBERS AND DIRECTORS. JOAN G. KLEIN, JOSEPH KLEIN, III, AND CYNTHIA K. GOLDBERG 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 FEDRATION OF BALTIMORE, INC. AND DONOR MEMBERS CONSISTING OF JOAN G. KLEIN AND JOSEPH KLEIN, III. 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 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 CONFLICT 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. ASSOCIATED JEWISH CHARITIES OF BALTIMORE INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 526024192 EXEMPT ORGANIZATION MD 501(C)(3) LINE 7 THE ASSOCIATED JCFB 0 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 520607957 EXEMPT ORGANIZATION MD 501(C)(3) LINE 7 N/A 0 BANCROFT FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 311644387 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 BAVAR FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 522230085 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 BRENDA BROWN LIPITZ REVER FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 311555883 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 BUNNY AND ALAN BERNSTEIN FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 862048098 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 DAVID AND REGINA WEINBERG FAMILY FOUNDATION INC 5700 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CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 PEARLSTONE FAMILY FUND 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521249913 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 RICHMAN FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521899221 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 SHOLK-KAPLAN FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 453915659 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 STEVEN & LINDA HURWITZ FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 813750702 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 SWIRNOW CHARITABLE FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521680035 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 THE FLORENCE AND CHARLES HOFFBERGER FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521801455 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE 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