2025-05-06T10:07:12-05:00 2024-06-30 333709623 COHNREZNICK ADVISORY LLC 14 SYLVAN WAY PARSIPPANY NJ 070543801 990 2023-07-01 530212445 THE JEWISH FEDERATION OF GREATER WASHINGTON INC JEWI 3012307200 6101 EXECUTIVE BLVD STE 200 NORTH BETHESDA MD 20852 GIL PREUSS CEO 3012307200 2025-05-05 1 0 LORI ROTHE YOKOBOSKY P01273422 9732283500 2025-05-02 2023 2025-03-06 01:10:19Z X GIL PREUSS 6101 EXECUTIVE BLVD STE 200 NORTH BETHESDA MD 20852 77118123 0 X WWW.SHALOMDC.ORG X 1948 MD TO INSPIRE, BUILD, AND SUSTAIN VIBRANT JEWISH LIFE IN A CHANGING WORLD BY (SEE SCHEDULE O)MOBILIZING OUR COMMUNITY IN COMMON PURPOSES, INTENTIONAL INNOVATION, AND EFFECTIVE ACTION. 129 128 80 3115 304805 370702 31922381 53046273 0 0 9498982 15833249 -418796 473371 41002567 69352893 23390339 38566291 0 0 7404834 8142445 65373 61888 2464114 5224246 5360679 36084792 52131303 4917775 17221590 322575462 354257412 70544631 71412050 252030831 282845362 X THE JEWISH FEDERATION ENVISIONS AN OPEN, CONNECTED, AND VIBRANT JEWISH COMMUNITY THAT CARES FOR EACH OTHER, FOSTERS JEWISH LEARNING AND JOURNEYS, EMBRACES JEWISH PEOPLEHOOD AND ISRAEL, AND ACTS AS A FORCE FOR GOOD IN THE WORLD. WE MOBILIZE PEOPLE TO ADDRESS (SEE SCHEDULE O)THE MOST CRITICAL OPPORTUNITIES AND CHALLENGES FACING OUR DIVERSE AND GROWING JEWISH COMMUNITY. WE EMPOWER AND INSPIRE COMMUNITY BUILDERS, LEADERS, AND ORGANIZATIONS TO CONNECT WITH PURPOSE -- JOINING TOGETHER TO BUILD A STRONG AND VIBRANT JEWISH FUTURE. 0 1 38475872 38566291 902564 ANNUAL CORE LOCAL, NATIONAL AND INTERNATIONAL ALLOCATIONS: ENSURING A FEELING OF INCLUSION FOR OUR COMMUNITY MEMBERS; PROVIDING SENIORS, HOLOCAUST SURVIVORS, IMPOVERISHED FAMILIES, AND THOSE WITH SPECIAL NEEDS WITH THE SERVICES THEY REQUIRE TO LIVE COMFORTABLY AND WITH DIGNITY; AND RESPONDING SWIFTLY TO CRISES AT HOME AND AROUND THE WORLD ARE FOUNDATIONAL TO FEDERATION PRIORITIES. AT OUR CORE, WE WILL ALWAYS BE COMMITTED TO CARING FOR OUR WHOLE COMMUNITY. FEDERATION IS HERE TO CONNECT AND EMPOWER OUR COMMUNITY MEMBERS, ENSURING A MORE VIBRANT JEWISH FUTURE FOR US ALL. ALLOCATIONS TO BENEFICIARY AGENCIES: THE JEWISH FEDERATION OF GREATER WASHINGTON IS THE LARGEST SINGLE DONOR TO 41 LOCAL AGENCIES THROUGHOUT DC, MD, AND NORTHERN VA, 11 NATIONAL ORGANIZATIONS 4 OVERSEAS PARTNERS (SEE SCHEDULE O) (THROUGH THEIR US NONPROFIT AFFILIATE), AND MORE THAN 60 CONGREGATIONS. TOGETHER, WE ARE BUILDING A COMMUNITY THAT CARES FOR EACH OTHER, FOSTERS JEWISH LEARNING AND JOURNEYS, EMBRANCES JEWISH PEOPLEHOOD AND ISRAEL, AND ACTS AS A FORCE FOR GOOD IN THE WORLD. THROUGH ALLOCATIONS TO BENEFICIARY AND PARTNER AGENCIES, FEDERATION AND OUR DONORS SUPPORT THE POOR, HONOR AND CARE FOR SENIORS, ATTEND TO THOSE WHO ARE ILL OR IN CRISIS, NURTURE AND EDUCATE OUR CHILDREN, WELCOME, AND INCLUDE THOSE OF ALL BACKGROUNDS, IDENTITIES, AND ABILITIES, AND MUCH MORE. THIS WORK AND THE PROGRAMS WE SUPPORT ARE DRIVEN BY OUR SHARED JEWISH VALUES. EQUALLY IMPORTANT IS OUR COMMITMENT TO INSPIRING JEWISH LEARNING AND EXPERIENCES IN ORDER TO SHAPE OUR COMMUNITY'S STRONG JEWISH IDENTITY. FORMAL EDUCATIONAL OPPORTUNITIES AND INFORMAL JEWISH EXPERIENCES LIKE SUMMER CAMPS, YOUTH GROUPS, AND MISSIONS TO ISRAEL AND OTHER JEWISH COMMUNITIES ABROAD PROVIDE LEARNING, RECREATIONAL, CULTURAL AND SOCIAL ACTIVITIES THAT NOURISH OUR BODIES AND OUR MINDS. LASTLY, WE ARE FOCUSED ON CONNECTING OURSELVES AND OUR LIVES TO OTHER JEWS AND JEWISH COMMUNITIES AROUND THE WORLD. OUR SOLIDARITY WITH ONE ANOTHER IS CELEBRATED THROUGH OUR SHARED CULTURE, IDENTITY, AND DEDICATION TO CARING FOR ONE ANOTHER. TOGETHER, WE ARE BUILDING A COMMUNITY THAT CARES FOR EACH OTHER, FOSTERS JEWISH LEARNING AND JOURNEYS, EMBRACES JEWISH PEOPLEHOOD AND ISRAEL, AND ACTS AS A FORCE FOR GOOD IN THE WORLD. THROUGH ALLOCATIONS TO BENEFICIARY AND PARTNER AGENCIES, FEDERATION AND OUR DONORS SUPPORT THE POOR, HONOR AND CARE FOR SENIORS, ATTEND TO THOSE WHO ARE ILL OR IN CRISIS, NURTURE AND EDUCATE OUR CHILDREN, WELCOME, AND INCLUDE THOSE OF ALL BACKGROUNDS, IDENTITIES, AND ABILITIES, AND MUCH MORE. THIS WORK AND THE PROGRAMS WE SUPPORT ARE DRIVEN BY OUR SHARED JEWISH VALUES. EQUALLY IMPORTANT IS OUR COMMITMENT TO INSPIRING JEWISH LEARNING AND EXPERIENCES IN ORDER TO SHAPE OUR COMMUNITY'S STRONG JEWISH IDENTITY. FORMAL EDUCATIONAL OPPORTUNITIES AND INFORMAL JEWISH EXPERIENCES LIKE SUMMER CAMPS, YOUTH GROUPS, AND MISSIONS TO ISRAEL AND OTHER JEWISH COMMUNITIES ABROAD PROVIDE LEARNING, RECREATIONAL, CULTURAL AND SOCIAL ACTIVITIES THAT NOURISH OUR BODIES AND OUR MINDS. LASTLY, WE ARE FOCUSED ON CONNECTING OURSELVES AND OUR LIVES TO OTHER JEWS AND JEWISH COMMUNITIES AROUND THE WORLD. OUR SOLIDARITY WITH ONE ANOTHER IS CELEBRATED THROUGH OUR SHARED CULTURE, IDENTITY, AND DEDICATION TO CARING FOR ONE ANOTHER. 8053740 COMMUNITY OUTREACH: THE JEWISH FEDERATION OF GREATER WASHINGTON STRIVES TO MAKE THE JOYS AND VALUES OF JEWISH LIFE ACCESSIBLE TO EVERYONE, SEAMLESSLY CONNECTING THE DIVERSE POPULATION THAT MAKES UP THE JEWISH COMMUNITY OF GREATER WASHINGTON. THERE ARE COUNTLESS WAYS INDIVIDUALS OF ALL BAKCGROUNDS AND IDENTITIES CAN EXPERIENCE AND ENJOY JEWISH LIFE, CULTURE AND TRADITION IN OUR COMMUNITY. OUR ENGAGEMENT PROGRAMS REACH ISOLATED SENIORS, THE NEXT GENERATION OF JEWISH LEADERS, FAMILIES WITH YOUNG CHILDREN, NEWCOMERS, FAMILIES OF DIFFERENT FAITH BACKGROUNDS, PEOPLE WITH DISABILITIES, AND MANY OTHERS. WE ARE COMMITTED TO WELCOMING AND FOSTERING A SENSE OF BELONGING FOR ALL WHO IDENTIFY AS OR SEEK TO BECOME PART OF THE JEWISH COMMUNITY. (SEE SCHEDULE O) JSHIELD, THE SECURITY DIVISION OF THE JEWISH FEDERATION OF GREATER WASHINGTON, STRIVES TO ASSIST THE JEWISH COMMUNITY IN THE NATIONAL CAPITAL REGION IN ESTABLISHING A CULTURE OF SECURITY THROUGH INCREASED AWARENESS, PREPAREDNESS, AND RESILIENCY. LEADERSHIP DEVELOPMENT: FEDERATION'S NEXUS PROGRAM AND NEXT GEN PARTNER AGENCY PROGRAM ENGAGE YOUNG LEADERS IN THEIR 20S AND 30S TO ENRICH THEIR LEADERSHIP ABILITIES THROUGH EDUCATIONAL AND IMMERSIVE EXPERIENCES IN JEWISH GREATER WASHINGTON. DEEPENING OUR COMMUNITY'S CONNECTION TO ISRAEL AND ISRAELIS: FEDERATION'S COMMUNITY SHLICHIM PROGRAM BRINGS A COHORT OF YOUNG ISRAELI EMISSARIES TO GREATER WASHINGTON. IN THEIR ROLES AT LOCAL CONGREGATIONS, SCHOOLS, AND COMMUNITY CENTERS, EACH EMISSARY TRANSFORMS HOW THOUSANDS OF LOCAL COMMUNITY MEMBERS RELATE TO ISRAEL AND ISRAELIS. CARING FOR OUR GLOBAL JEWISH COMMUNITY: FEDERATION WORKS CLOSELY WITH OUR INTERNATIONAL PARTNERS TO MEET THE NEEDS OF JEWISH COMMUNITIES IN ISRAEL AND 70+ COUNTRIES AROUND THE GLOBE. 703-J-CARING: THE JEWISH COMMUNITY SUPPORT LINE. LAUNCHED IN PARTNERSHIP WITH JSSA AND A NETWORK OF HUMAN SERVICE ORGANIZATIONS, THE SUPPORT LINE IS DESIGNED TO TAKE THE GUESS WORK OUT OF ACCESSING RESOURCES ACROSS GREATER WASHINGTON. COMMUNITY MEMBERS CAN REACH A TRAINGED PROFESSIONAL TO CONNECT THEM WITH RESOURCES TAILORED TO THEIR NEEDS, FOR EVERYTHING FROM MENTAL HEALTH TO CASH ASSISTANCE TO LEGAL SUPPORT. FEDERATION'S PARTNERSHIP WITH THE SHALOM HARTMAN INSTITUTE BRINGS RENOWNED THINKERS AND SCHOLARS TO OUR COMMUNITY TO ELEVATE THE DISCOURSE AND INTENSIFY OUR COMMUNAL JEWISH LEARNING, IN SMALL COHORTS OF LEADERS AND FOR ALL OF JEWISH GREATER WASHINGTON. ONE HAPPY CAMPER OFFERS INCENTIVE GRANTS TO FAMILIES WHO CHOOSE TO SEND THEIR CHILDREN TO JEWISH OVERNIGHT CAMP FOR THE FIRST TIME. PJ LIBRARY PROVIDES FAMILIES WITH FREE JEWISH BOOKS AND GUIDES FOR DISCUSSION, PLUS COMMUNITY EVENTS AND PROGRAMS FOR ENGAGEMENT AND RELATIONSHIP-BUILDING . NEXT GEN IS THE NEXT GENERATION OF JEWISH LEADERS MAKING A DIFFERENCE IN THEIR COMMUNITIES AND GIVING BACK PHILANTHROPICALLY.WOMEN'S PHILANTHROPY ENGAGES WITH AND LEARNS FROM ONE ANOTHER, ENRICHING LIVES AND MAKING A MEANINGFUL IMPACT ON THE GREATER JEWISH COMMUNITY. WE SERVE AS ROLE MODELS TO OUR FAMILY MEMBERS AND OTHER WOMEN AND USE OUR COLLECTIVE STRENGTH TO ADDRESS ISSUES CENTRAL TO OUR FAMILIES AND COMMUNITIES. THE NETWORK IS THE INTERSECTION OF THE BUSINESS AND JEWISH COMMUNITY IN GREATER WASHINGTON - CREATING AN ENTRY POINT FOR LIKEMINDED BUSINESS PROFESSIONALS TO CONNECT THROUGH A JEWISH LENS. 46529612 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 1 0 1 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 72 0 1 80 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 129 128 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 CA FL HI IL KS KY MD MI MN MS NH NJ NM NY NC OR RI SC TN UT WV WI X ERIC COLASUONNO 3012307200 6101 EXECUTIVE BLVD STE 200 NORTH BETHESDA MD 20852 GIL PREUSS EXECUTIVE VICE PRESIDENT & CEO 55.00 X X 516177 0 49487 ROBIN HETTLEMAN WEINBERG PRESIDENT 2.00 X X 0 0 0 DEBORAH RATNER SALZBERG PRESIDENT FOUNDATION 2.00 X X 0 0 0 JOHANNA CHANIN SECRETARY 2.00 X X 0 0 0 MICHAEL FRIEDMAN VP FOR STRATEGIC PLANNING & ALLOCATIONS - ISRAEL & 2.00 X X 0 0 0 MAX SANDLER VP FOR NETWORK 2.00 X X 0 0 0 JESSICA SHER VP FOR LEADERSHIP & VOLUNTEER DEVELOPMENT 2.00 X X 0 0 0 JEFFREY S DISTENFELD VP FOR FINANCE & TREASURER 2.00 X X 0 0 0 OLIVER MACKLIN VP FOR NEXT GEN 2.00 X X 0 0 0 KERRY L IRIS VP FOR AT-LARGE 2.00 X X 0 0 0 MELANIE NUSSDORF VP FOR FRD 2.00 X X 0 0 0 TOBY FRANK VP FOR STRATEGIC PLANNING & ALLOCATIONS - 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DIR. JEWISH COMM. FOUNDATION 55.00 X 207832 0 45699 MONICA HERMAN CHIEF MARKETING OFFICER 55.00 X 160302 0 16674 MENACHERN R MENCHEL CHIEF IMPACT OFFICER 55.00 X 223855 0 7492 1816141 0 163664 23 0 1 0 UNIWEST CONSTRUCTION INC 8191 STRAWBERRY LANE STE 3 FALLS CHURCH VA 22042 CONSTRUCTION SERVICES 1278729 UNIVERSAL PROTECTION SERVICE LP ALLIE PO BOX 828854 PHILADELPHIA PA 19182 SECURITY SERVICES 432902 HAROLD GRINSPOON FOUNDATION 67 HUNT STREET STE 100 AGAWAM MA 01001 BOOKS SUPPLIER 316527 NTIVA INC 7900 WESTPARK DRIVE STE A100 MCLEAN VA 22012 IT SERVICES 163072 BLUEPOINT ALERT SOLUTIONS LLC 425 RENNER DRIVE ELGIN IL 60123 SECURITY SERVICES 159028 8 640000 52406273 8554568 53046273 5610396 412891 5197505 1550315 1979508 -429193 -429193 -108086 -321107 9140328 6868247 5785722 0 3354606 6868247 10222853 10222853 LOSS CONTINGENCY 900009 800000 800000 102564 102564 902564 69352893 902564 304805 15099251 38404559 38404559 161732 161732 822348 477217 152508 192623 5874893 3413248 1085827 1375818 358763 205723 68825 84215 588524 337472 112904 138148 497917 285517 95521 116879 12000 12000 135153 44601 90552 61888 61888 639860 639860 1320443 926558 228634 165251 61274 49456 3191 8627 841632 534706 193084 113842 461649 265195 102628 93826 28794 18296 4251 6247 420925 397624 9590 13711 279917 244776 23321 11820 68072 43352 10660 14060 164457 54271 110186 171305 105167 26765 39373 SECURITY SERVICES 422492 422492 BAD DEBT EXPENSE 214645 70833 143812 DUES AND SUBSCRIPTIONS 118061 66817 23458 27786 52131303 46529612 3137577 2464114 15845474 22218477 2328187 6481968 2487952 2120942 606913 179039 23807836 6882159 15914077 16925677 138196376 156892347 139354300 141109334 7842183 8329628 322575462 354257412 2792176 2740715 12125715 11612843 8600000 8600000 4745306 3197607 42281434 45260885 70544631 71412050 X 108226849 122354161 143803982 160491201 252030831 282845362 322575462 354257412 17221590 13592941 0 X 0 1 X 1 0 X 35947840 32836906 52838985 31922381 53046273 206592385 35947840 32836906 52838985 31922381 53046273 206592385 7154561 199437824 3705864 3759669 4929060 4984042 6527763 23906398 593555 299719 484390 545186 370702 2293552 170978 48645 202272 177570 902564 1502029 234294364 0.85120 0.86050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 299 13091978 19028529 121831989 1 1 72131832 800910 7931447 2995068 77869121 229047848 807852 4366459 4156657 157933670 72131832 239483368 23232971 -16096842 20421649 -2850000 229047848 188749286 11794537 56102796 14244329 2918922 239483368 190756443 12715648 1188735 12992540 2919000 188749286 0.51000 0.09000 0.40000 0 0 2534100 2534100 19341358 5468147 13873211 998191 647044 351147 934187 766968 167219 16925677 HEDGE FUNDS 84408537 C PRIVATE EQUITY 56700797 C 141109334 DUE TO AGENCIES 42634917 SPLIT INTEREST AGREEMENT 2625968 45260885 X 83807919 13592941 1501945 15094886 68713033 639860 639860 69352893 52993388 1501945 1501945 51491443 639860 639860 52131303 PART V, LINE 4: THE ENDOWMENT FUND CATALYZES DIVERSE FUNDING SOURCES TO LEVERAGE OUR ABILITY TO MEET JEWISH NEEDS AND EFFECT CHANGE, AWARDS SEED MONEY TO NEW AND INNOVATIVE INITIATIVES FOR ENRICHING JEWISH LIFE AND FOR TIKKUN OLAM, FURNISHES FUNDS FOR UNATICIPATED AND EMERGENCY NEEDS AND GENERATES PERMANENT FUNDS TO SUPPORT THE FEDERATION AGENCY FAMILY. PART X, LINE 2: THE FEDERATION IS EXEMPT FROM PAYMENT OF INCOME TAXES ON THEIR EXEMPT-PURPOSE ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FEDERATION QUALIFIES FOR CHARITABLE CONTRIBUTIONS DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE FEDERATION AND JFGW BUILDING LLC PAID $170,000 AND $84,427 IN FEDERAL AND STATE INCOME TAXES DURING THE FISCAL YEARS ENDED JUNE 30, 2024 AND 2023, RESPECTIVELY, IN CONNECTION WITH UNRELATED DEBT-FINANCED INCOME ON CERTAIN PARTNERSHIPS OWNED BY THE FEDERATION. NO AMOUNTS WERE PAYABLE AS OF JUNE 30, 2024 AND 2023, RESPECTIVELY. THE FEDERATION AND JFGW BUILDING LLC BELIEVE THAT THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE FEDERATION AND JFGW BUILDING LLC RECOGNIZE PENALTIES AND INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN MANAGEMENT AND GENERAL EXPENSES ON THE CONSOLIDATED STATEMENT OF ACTIVITIES AND CHANGE IN NET ASSETS. THERE IS NO PROVISION IN THESE CONSOLIDATED FINANCIAL STATEMENTS FOR PENALTIES AND INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, RESPECTIVELY. TAX YEARS PRIOR TO 2021 FOR THE FEDERATION AND JFGW BUILDING LLC ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE TAX JURISDICTION OF MARYLAND. PART V, LINE 1F: EARLIER YEAR 990S INCLUDED ALL FUNDS HELD BY THE UNITED JEWISH ENDOWMENT FUND AS "ENDOWMENT FUNDS." IT HAS BEEN DETERMINED THAT A SUBSTANTIAL PORTION SO REPORTED ARE NOT CONSIDERED "ENDOWMENT FUNDS" FOR PURPOSES OF THIS SCHEDULE. PART V., LINE 1F WAS USED AS A PLACEHOLDER FOR RECLASSIFICATION OF FUNDS TO COMPLY WITH THE DEFINITION OF "ENDOWMENT FUNDS" FOR THIS PURPOSE. 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501 C 3 6008 0 JCF GRANTS FROM DAFS AND ENDOWMENTS YOUTH LEADERSHIP FOUNDATION 2001 L STREET NW SUITE 500 WASHINGTON DC 20036 522016259 501 C 3 65000 0 JCF GRANTS FROM DAFS AND ENDOWMENTS 331 0 PART I, LINE 2: THE JEWISH FEDERATION OF GREATER WASHINGTON PROVIDED GRANT FUNDING TO AGENCIES AND SCHOOLS TO BE USED IN ONE OR MORE OF FOUR AREAS OF SERVICE - HUMAN SERVICE NEEDS, PROMOTING JEWISH EDUCATION, DEEPENING JEWISH ENGAGEMENT, AND STRENGTHENING ORGANIZATIONAL OPERATIONS/CAPACITY. SOME GRANTS WERE NOT PROGRAM/ SERVICE SPECIFIC. EACH AGENCY / SCHOOL PROVIDES THE FEDERATION WITH AN ANNUAL AUDIT, PROJECTED AND ACTUAL FINANCIAL STATEMENTS AND QUARTERLY FINANCIAL REPORTS. PROFESSIONAL AND VOLUNTEER LEADERSHIP SPEAK AND / OR MEET REGULARLY WITH GRANT RECIPIENTS. IF A GRANTEE WANTS TO REDIRECT FUNDING FOR A DIFFERENT PURPOSES, A REQUEST MUST BE MADE IN WRITING AND APPROVED BY A LAY COMMITTEE OF THE FEDERATION. X X X X X 0 0 0 0 0 0 0 1 0 GIL PREUSS EXECUTIVE VICE PRESIDENT & CEO 460688 0 25000 0 30489 0 16500 0 32987 0 565664 0 0 0 ZACHARY BRITON CDO (THROUGH 01/2024) 245126 0 27500 0 2513 0 14164 0 8623 0 297926 0 0 0 SARA BRENNER EXEC. DIR. JEWISH COMM. FOUNDATION 205164 0 0 0 2668 0 7712 0 37987 0 253531 0 0 0 MOLLY GRAVHOLT CFAO (THROUGH 09/2023) 191050 0 0 0 34309 0 11238 0 0 0 236597 0 0 0 MENACHERN R MENCHEL CHIEF IMPACT OFFICER 222107 0 0 0 1748 0 7492 0 0 0 231347 0 0 0 ELISA DEENER-AGUS CHIEF OF STAFF 195000 0 10000 0 2477 0 10287 0 0 0 217764 0 0 0 MONICA HERMAN CHIEF MARKETING OFFICER 149241 0 10000 0 1061 0 8414 0 8260 0 176976 0 0 0 PART I, LINE 7 DISCRETIONARY BONUS PAID IN RECOGNITION FOR ACHIEVING CERTAIN PREVIOUSLY AGREED UPON POSITION OBJECTIVES. A CO EDUCATIONAL AND CULTURAL FACILITIES AUTH 840896727 NONEAVAIL 2020-03-19 8600000 ACQUIRE/CONSTRUCT OFFICE BUILDINGS 0 0 0 A 8600228 129204 8470798 2014 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 1 1 PNC BANK NA 15.100000000000 0 0 0 1 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CO EDUCATIONAL AND CULTURAL FACILITIES AUTH DATE THE REBATE COMPUTATION WAS PERFORMED: 05/18/2023 PART I COLUMN (F) LINE A: ACQUIRE, CONSTRUCT, RENOVATE, EQUIP AND FURNISH OFFICE BUILDING. PART II COLUMN A LINE 3: INCLUDES INVESTMENT EARNINGS ON THE BONDS DURING THE CONSTRUCTION OF THE PROJECT IN THE AMOUNT OF $228.00 PART IV COLUMN A LINE 6: AFTER 13 MONTHS, LESS THAN $13,000 OF PROCEEDS OF THE BONDS REMAINED IN THE COSTS OF ISSUANCE ACCOUNT. SUCH PROCEEDS WERE HELD IN A MONEY MARKET FUND AND HAVE SINCE BEEN EXPENDED. X 311 8554568 FMV 0 1 0 PART I, COLUMN (B): AMOUNT REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART III, LINE 3 CHANGES IN PROGRAM SERVICE: THE COMMUNITY VIBRANCY PROGRAM WAS NO LONGER ACTIVE DURING THE TAX YEAR AS THE GLOBAL COVID PANDEMIC WANED. FORM 990, PART VI, SECTION A, LINE 2 GARY BERMAN / ADAM BERMAN - FAMILY RELATIONSHIP PETER FEDEROWICZ / MARK LEVITT / RANDALL LEVITT - FAMILY AND WORK RELATIONSHIP PETER FEDEROWICZ / JOHANNA CHANIN - FAMILY RELATIONSHIP SUSAN AND MICHAEL GELMAN - FAMILY RELATIONSHIP SAMUEL KAPLAN / LESLIE KAPLAN - FAMILY RELATIONSHIP LAWRENCE KAPLAN / BEHNAM DANANYIM - WORK RELATIONSHIP BENJAMIN NUSSDORF / MELANIE FRANCO NUSSDORF - FAMILY RELATIONSHIP JANIS SCHIFF / PHILIP SCHIFF - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERSHIP IS COMPRISED OF INDIVIDUALS AND MEMBER AGENCIES WHO ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A BOARD ELECTS EXECUTIVE COMMITTEE, ENDOWMENT TRUSTEES, AND THE PRESIDENT HAS SOME APPOINTEES. FORM 990, PART VI, SECTION A, LINE 7B MEMBERSHIP ELECTS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE FOLLOWING: CEO, CFAO, AND FINANCE DIRECTOR. IN ADDITION, THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS FULLY REVIEWS THE PUBLIC DISCLOSURE COPY "WITH SCHEDULE B REDACTED" OF THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY REGARDING FINANCIAL CONFLICT AND, IN THE CASE OF GRANTS TO OTHER ORGANIZATIONS, ORGANIZATIONAL CONFLICTS. WITH REGARD TO FINANCIAL CONFLICTS, UPON DISCLOSURE OF THE EXISTENCE OF A FINANCIAL INTEREST, THE AUDIT COMMITTEE DETERMINES IF A CONFLICT OF INTEREST EXISTS, AND, IF IT IS DETERMINED THAT ONE EXISTS, MAY APPOINT A DISINTERESTED PERSON TO INVESTIGATE ALTERNATIVES; DETERMINE WHETHER A MORE ADVANTAGEOUS TRANSACTION CAN BE OBTAINED THAT DOES NOT A PRESENT A CONFLICT AND WILL VOTE ON ITS DECISION WITHOUT THE PRESENCE OF THE PERSON WHO HAS THE CONFLICT. DIRECTORS, OFFICERS, CHAIRS OR MEMBERS OF A FEDERATION GOVERNING BODY WHO HAVE DISCLOSED A CONFLICT REFRAIN FROM PARTICIPATING IN CONSIDERATION OF THE PROPOSED TRANSACTION UNLESS REQUESTED BY THE PRESIDENT OR TREASURER TO PROVIDE INFORMATION CONCERNING THE TRANSACTION. THE PERSONS INVOLVED DOES NOT VOTE ON SUCH MATTERS AND IS NOT PRESENT AT THE TIME OF THE VOTE. MONITORING AND ENFORCING COMPLIANCE: DIRECTORS, OFFICERS, CHAIRS AND MEMBERS OF A FEDERATION GOVERNING BODY ARE REQUIRED TO PROVIDE AN INITIAL AND, THEREAFTER, ANNUAL STATEMENT, REGARDING WHETHER THEY OR THEIR FAMILY MEMBERS HAVE ENGAGED IN, ARE ENGAGING IN, OR EXPECT TO ENGAGE IN A TRANSACTION THAT WOULD CONSTITUTE A CONFLICT OF INTEREST. THEY ARE UNDER A CONTINUING OBLIGATION TO DISCLOSE PROMPTLY ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST IN WRITING OR, IF PRECLUDED DUE TO THE LACK OF TIME, ORALLY, TO THE AUDIT COMMITTEE. IF THE AUDIT COMMITTEE DETERMINES THAT ANY DIRECTOR, OFFICER, CHAIR, OR MEMBER OF A FEDERATION GOVERNING BODY FAILS TO COMPLY WITH THE POLICY, INCLUDING FAILURE TO TIMELY SUBMIT THE STATEMENTS REQUIRED, IT IS THE RESPONSIBILITY OF THE PRESIDENT AND TREASURER IN CONSULTATION WITH THE AUDIT COMMITTEE TO TAKE SUCH FURTHER ACTION AS MAY BE APPROPRIATE, WHICH MAY INCLUDE RECOMMENDATION TO THE BOARD THAT SUCH PERSON BE REMOVED FROM OFFICE. FORM 990, PART VI, SECTION B, LINE 15A FEDERATION HAS AN EXECUTIVE COMPENSATION COMMITTEE COMPRISED OF THE PAST PRESIDENT, PRESIDENT AND TREASURER. THIS COMMITTEE REVIEWS THE PERFORMANCE AND COMPENSATION OF THE CEO ANNUALLY AND MAKES RECOMMENDATIONS TO THE FIFTEEN MEMBER EXECUTIVE COMMITTEE. COMPENSATION RECOMMENDATIONS ARE INFORMED BY SALARY SURVEY INFORMATION PROVIDED FROM DIFFERENT SOURCES, INCLUDING OUR NATIONAL ORGANIZATION. COMPENSATION FOR ALL EMPLOYEES INCLUDING OFFICERS AND KEY EMPLOYEES ARE REVIEWED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST, FORMS 1023 AND 990 ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE IN THE ORGANIZATION'S ELECTRONIC GOVERNANCE "MANUAL". THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE, ANNUAL REPORT, AND ARE MAILED UPON REQUEST. JFGW BUILDING LLC 6101 EXECUTIVE BLVD 200 NORTH BETHESDA MD 20852 800898436 OPERATE BLDG MD 1925316 17132628 THE JEWISH FEDERATION OF GREATER WASHINGTON PART I, COLUMN (F) JFGW BUILDING LLC DIRECT CONTROLLING ENTITY: THE JEWISH FEDERATION OF GREATER WASHINGTON, INC.