2024-11-15T19:45:18-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2023-01-01 453915659 SHOLK-KAPLAN FAMILY FOUNDATION INC SHOL 4107274828 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 MARK SMOLARZ CHIEF FINANCIAL OFFICER 4107274828 2024-11-15 1 0 LAURA J KENNEY P00202198 6177170831 2024-11-15 2023 2024-10-15 13:58:12Z X MARK SMOLARZ 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 20583 0 X N/A X 2011 MD TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE ASSOCIATED. 5 3 0 3 681 0 0 20000 0 0 2878 583 0 0 2878 20583 0 80000 0 0 0 0 0 0 0 7540 481 7540 80481 -4662 -59898 1580734 1523472 0 0 1580734 1523472 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 80000 80000 PROVIDE GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS IN FURTHERANCE OF THE MISSION OF THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. 80000 1 1 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 1 1 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 MARILYN LOUX 4107274828 101 W MOUNT ROYAL AVENUE BALTIMORE MD 21201 MARC B TERRILL PRESIDENT & PUBLIC DIRECTOR 0.15 40.00 X X 0 843795 44135 MICHAEL I FRIEDMAN ASST. TREASURER & PUBLIC DIRECTOR 0.15 40.00 X X 0 247832 11879 BETH KAPLAN VICE PRESIDENT & DONOR DIRECTOR 0.15 0.00 X X 0 0 0 BRUCE SHOLK SECRETARY/TREASURER & DONOR DIRECTOR 0.15 0.00 X X 0 0 0 YEHUDA NEUBERGER PUBLIC DIRECTOR 0.15 0.00 X 0 0 0 0 1091627 56014 0 0 1 0 0 20000 20000 452 681 -229 131 0 131 131 131 20583 0 681 -98 80000 80000 324 324 UBI TAXES 157 157 80481 80000 481 0 0 618 1580734 1522854 1580734 1523472 0 0 X 1580734 1523472 1580734 1523472 1580734 1523472 -59898 2636 0 X 0 0 0 X X X 1 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 520607957 10 1 80000 0 1 80000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INVESTMENT - JEWISH COMMUNITY INVESTMENT FUNDS 18592 F INVESTMENT IN LIMITED PARTNERSHIPS 1504262 C 1522854 0 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 520607957 501(C)(3) 80000 0 N/A N/A GENERAL SUPPORT 1 0 0 1 0 0 0 0 0 0 0 MARC B TERRILL PRESIDENT & PUBLIC DIRECTOR 0 732733 0 75000 0 36062 0 13200 0 30935 0 887930 0 0 MICHAEL I FRIEDMAN ASST. TREASURER & PUBLIC DIRECTOR 0 247832 0 0 0 0 0 9781 0 2098 0 259711 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 SHOLK-KAPLAN FAMILY 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. BRUCE SHOLK AND BETH KAPLAN HAVE A FAMILY RELATIONSHIP. DIRECTOR/OFFICER MARC B. TERRILL AND DIRECTOR/OFFICER MICHAEL I. FRIEDMAN 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 BRUCE SHOLK AND BETH KAPLAN. 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 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 FDN INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 862048098 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 DAVID & REGINA WEINBERG FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 311615045 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 DUPKIN JEWISH CHARITY & WELFARE FUND INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521163411 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 FELDMAN FAMILY FUND INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521489355 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 FLORENCE & CHARLES HOFFBERGER FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521801455 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 FRANCES & FRANK FLEISHMAN FAMILY CHARITABLE FDN INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 522205658 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 GERSON G & SANDY F EISENBERG FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521726080 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 GOLDSMITH FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521306094 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 HARRY WEINBERG FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521541188 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 HERBERT & PHYLLIS SIEGEL CHARITABLE FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 261943873 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 HOFFBERGER FAMILY FUND INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521167596 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 JANE KRIEGER SCHAPIRO FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 461468312 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 JEWISH DAY SCHOOL FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521879606 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 JILL FOX MEMORIAL FUND INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521167942 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 JOAN G AND JOSEPH KLEIN FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 311555845 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 JOSEPH & ANNETTE COOPER FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 522206655 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 JUDI & STEVEN B FADER FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 223920799 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 KESHER FUND OF THE COHEN-FRUCHTMAN-KRIEGER FMLY INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 311478499 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 KOLKER-SAXON-HALLOCK FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521636273 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 KR FUND INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 522209699 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 LIBMAN FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 208572565 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 LINDA & G ARNOLD KAUFMAN FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 522204089 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 LUSKIN FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 465753796 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 LYN STACIE GETZ FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 203486477 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 MACADOO FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 463952974 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 MARTIN S HIMELES SR FUND INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521489357 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 MARVIN SCHAPIRO FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521615020 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 NATHAN & LILLIAN WEINBERG FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521867912 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 NEUBERGER FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 271040796 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 PEARLSTONE FAMILY FUND INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521249913 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 STEVEN AND 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 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 THE BANCROFT FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 311644387 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 THE FUND FOR CHANGE INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 311662222 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 THE 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 VOLOSOV FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 474050322 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 WILLIAM & IRENE WEINBERG FAMILY FOUNDTION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521857755 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 WOLASKY FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 820956858 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 ZANVYL AND ISABELLE KRIEGER FUND INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521126684 CHARITABLE SUPPORT MD 501(C)(3) LINE 12A, I THE ASSOCIATED JCFB 0 ZIMMERMAN FUND FOR CHILDREN INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 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 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE B 80000 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