2022-09-15T08:26:03-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 2523 US HIGHWAY 27 S SEBRING FL 338704926 990 2021-01-01 223920799 JUDI & STEVEN B FADER FAMILY FOUNDATION INC JUDI 4107274828 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 MARC B TERRILL PRESIDENT 4107274828 2022-09-12 1 MARC TERRILL 999009999 KRISTINA HIMROD P01544190 8633851577 2022-09-12 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MARC B TERRILL 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 1765083 0 X N/A X 2006 MD TO CARRY OUT THE CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF THE ASSOCIATED. 7 3 0 3 0 0 538023 1530955 0 0 148226 234128 0 0 686249 1765083 921516 639521 0 0 0 0 0 0 0 18700 22006 940216 661527 -253967 1103556 4866127 6564758 0 0 4866127 6564758 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 639521 639521 PROVIDE GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS IN FURTHERANCE OF THE MISSION OF THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. 639521 1 1 0 1 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 1 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 7 3 1 0 0 0 1 1 1 1 1 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 737697 34862 MICHAEL I FRIEDMAN TREASURER & PUBLIC DIRECTO 0.15 40.00 X X 0 217408 4098 RUTH MILLER PUBLIC DIRECTOR 0.15 40.00 X 0 132177 30119 MARILYN LOUX PUBLIC DIRECTOR 0.15 40.00 X 0 94824 9891 JUDI FADER VICE PRESIDENT & DONOR DIRECTOR 0.15 0.00 X X 0 0 0 STEVEN B FADER SECRETARY & DONOR DIRECTOR 0.15 0.00 X X 0 0 0 MICHAEL FADER DONOR DIRECTOR 0.15 0.00 X 0 0 0 0 1182106 78970 0 0 1 0 0 1530955 1524705 1530955 133634 133634 100494 0 100494 100494 100494 1765083 0 0 234128 639521 639521 1750 1750 20256 20256 661527 639521 22006 0 4649 0 681338 376750 4180140 6188008 4866127 6564758 0 0 X 4866127 6564758 4866127 6564758 4866127 6564758 1103556 595075 0 X 0 0 0 X X X 1 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 520607957 10 1 206000 0 1 206000 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25000 25000 614521 639521 120928 30232 0 0 132140 0 163227 120928 416295 624443 25000 0 50000 25000 100000 33035 0 40807 30232 104074 156111 SCHEDULE C, PART II-A, LINE 1B THE TOTAL AMOUNT LISTED ON PART II-A AS LOBBYING EXPENDITURES IS COMPRISED OF ASSISTANCE GRANTED TO THE AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE - A LOBBYING GROUP THAT ADVOCATES PRO-ISRAEL POLICIES TO THE CONGRESS AND EXECUTIVE BRANCH OF THE UNITED STATES. 0 INVESTMENT - JEWISH COMMUNITY INVESTMENT FUNDS 6183887 F INVESTMENT IN LIMITED PARTNERSHIP 4121 F 6188008 1 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 101 W MT ROYAL AVENUE BALTIMORE MD 21201 520607957 501(C)(3) 0 206000 N/A N/A GENERAL SUPPORT ASSOCIATED JEWISH CHARITIES OF BALTIMORE 101 W MOUNT ROYAL AVE BALTIMORE MD 21201 526024192 501(C)(3) 0 100000 N/A N/A GENERAL SUPPORT GILCHRIST HOSPICE CARE INC 11311 MCCORMICK ROAD 350 HUNT VALLEY MD 21031 521851251 501(C)(3) 0 64000 N/A N/A GENERAL SUPPORT CAVES VALLEY GOLF CLUB FOUNDATION 2910 BLENDON ROAD OWINGS MILLS MD 21117 521900251 501(C)(3) 0 50000 N/A N/A GENERAL SUPPORT WHEELS FOR CHANGE INC 1 OLYMPIC PLACE 1200 TOWSON MD 21204 461467675 501(C)(3) 0 29826 N/A N/A GENERAL SUPPORT AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE 251 H STREET NW WASHINGTON DC 20001 530217164 501(C)(4) 0 25000 N/A N/A GENERAL SUPPORT JOHNS HOPKINS UNIVERSITY 750 EAST PRATT STREET 17TH FLOOR BALTIMORE MD 21202 520595110 501(C)(3) 0 25000 N/A N/A GENERAL SUPPORT MCDONOGH SCHOOL INC P O BOX 380 OWINGS MILLS MD 21117 526001577 501(C)(3) 0 25000 N/A N/A GENERAL SUPPORT PORT DISCOVERY CHILDREN'S MUSEUM 35 MARKET PLACE BALTIMORE MD 21202 521806933 501(C)(3) 0 25000 N/A N/A GENERAL SUPPORT FIRST TEE OF BALTIMORE INC 303 INTERNATIONAL CIRCLE SUITE T119 HUNT VALLEY MD 21030 522260023 501(C)(3) 0 19000 N/A N/A GENERAL SUPPORT BOYS LATIN SCHOOL OF MARYLAND 822 WEST LAKE AVENUE BALTIMORE MD 21210 520735085 501(C)(3) 0 17695 N/A N/A GENERAL SUPPORT CLAL 440 PARK AVENUE SOUTH 4TH FLOOR NEW YORK NY 10016 237390358 501(C)(3) 0 10000 N/A N/A GENERAL SUPPORT 11 1 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 & PUBLIC DIRECTO 0 624932 0 75000 0 37765 0 4860 0 30002 0 772559 0 0 MICHAEL I FRIEDMAN TREASURER & PUBLIC DIRECTO 0 217408 0 0 0 0 0 2100 0 1998 0 221506 0 0 RUTH MILLER PUBLIC DIRECTOR 0 132177 0 0 0 0 0 1385 0 28734 0 162296 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. $150,000 WAS DEFERRED IN A PRIOR 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 JUDI AND STEVEN B. FADER FAMILY FOUNDATION, INC. RECEIVE NO COMPENSATION FOR THEIR SERVICES, HOWEVER, FOUR 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. X 5 1524705 STOCK SHARE PRICE 0 0 0 0 PART I, COLUMN (B): NUMBER OF STOCKS FORM 990, PART VI, SECTION A, LINE 2 THERE ARE FAMILY RELATIONSHIPS AMONG THE DONOR MEMBERS AND DIRECTORS. JUDI FADER, STEVEN B. FADER AND MICHAEL FADER 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 JUDI FADER, STEVEN B. FADER AND MICHAEL FADER. 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 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. 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 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 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 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 SARAH & HAROLD ZALESCH FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 521191346 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 SIDNEY S NAHAM FAMILY FOUNDATION INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 474204051 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 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 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