2017-09-05T15:42:14-05:00 2016-12-31 630352192 DENT MOSES LLP 2204 LAKESHORE DRIVE 300 BHAM AL 35209 990 2016-01-01 630833692 BIRMINGHAM JEWISH FOUNDATION INC BIRM 2058790416 3966 MONTCLAIR ROAD BIRMINGHAM AL 352132413 SALLY FRIEDMAN EXECUTIVE DIRECTOR 2058790416 2017-09-01 1 JAMES W MOODY CPA P01298585 2058711880 2017-09-01 X 24.181.120.58 2017-09-01 07:59:31 CD P 4867528CB2485A27FCE9087B219283C6B35FEF77 595C04EE7DF84EECF1E14C8C6FAEA277414FEDA0 2016 2021-01-29 14:40:06Z SALLY FRIEDMAN 3966 MONTCLAIR ROAD BIRMINGHAM AL 35213 2209256 0 X FOUNDATION.BJF.ORG X 1983 AL THE BIRMINGHAM JEWISH FOUNDATION IS DEDICATED TO NURTURING AND PROMOTING JEWISH LIFE IN BIRMINGHAM, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD; IS INVOLVED IN BUILDING A BETTER BIRMINGHAM AND WORLD THROUGH ALLIANCES AND PARTNERSHIPS WITH OTHER COMMUNITY GROUPS, AND IS COMMITTED TO HELPING ALL PEOPLE IN NEED IN TIMES OF CRISIS. 21 21 0 26 0 888 1236525 1652290 0 0 389077 556966 0 0 1625602 2209256 2865208 1464482 0 0 232469 238976 0 0 125387 121469 138604 3219146 1842062 -1593544 367194 25836319 27141474 114023 109377 25722296 27032097 X THE BIRMINGHAM JEWISH FOUNDATION IS DEDICATED TO NURTURING AND PROMOTING JEWISH LIFE IN BIRMINGHAM, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD; IS INVOLVED IN BUILDING A BETTER BIRMINGHAM THROUGH ALLIANCES AND PARTNERSHIPS WITH OTHER COMMUNITY GROUPS, AND IS COMMITTED TO HELPING ALL PEOPLE IN NEED IN TIMES OF CRISIS. 0 0 1529362 1464482 2209256 THE BIRMINGHAM JEWISH FOUNDATION IS DEDICATED TO NURTURING AND PROMOTING JEWISH LIFE IN BIRMINGHAM, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD; IS INVOLVED IN BUILDING A BETTER BIRMINGHAM THROUGH ALLIANCES AND PARTNERSHIPS WITH OTHER COMMUNITY GROUPS, AND IS COMMITTED TO HELPING ALL PEOPLE IN NEED IN TIMES OF CRISIS. 1529362 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X X KIMBERLY PATTERSON 2058790416 3966 MONTCLAIR ROAD BIRMINGHAM AL 35213 LISA ENGEL PAST PRESIDENT 1.00 X 0 0 0 GINGER HELD PRESIDENT 2.00 X X 0 0 0 RICHARD PIZITZ JR VICE-PRESIDENT 2.00 X X 0 0 0 SCOTT GEWANT TREASURER 2.00 X X 0 0 0 LINDA BARSTEIN BOARD MEMBER 1.00 X 0 0 0 JULIAN BROOK BOARD MEMBER 1.00 X 0 0 0 CARYN CORENBLUM BOARD MEMBER 1.00 X 0 0 0 STEVE ALTMANN BOARD MEMBER 1.00 X 0 0 0 CATHY O FRIEDMAN BOARD MEMBER 1.00 X 0 0 0 RICK ROTH BOARD MEMBER 1.00 X 0 0 0 STEVEN CORENBLUM SECRETARY 2.00 X X 0 0 0 SHERYL KIMERLING EX-OFFICIO 1.00 X 0 0 0 JACK LEVY BOARD MEMBER 1.00 X 0 0 0 DAVID SHER BOARD MEMBER 1.00 X 0 0 0 CYNTHIA TOBIAS BOARD MEMBER 1.00 X 0 0 0 ALAN WEINTRAUB BOARD MEMBER 1.00 X 0 0 0 HILTON BERGER BOARD MEMBER 1.00 X 0 0 0 GARY SCHIFF BOARD MEMBER 1.00 X 0 0 0 AARON NELSON BOARD MEMBER 1.00 X 0 0 0 HAROLD KUSHNER BOARD MEMBER 1.00 X 0 0 0 JERRY HELD BOARD MEMBER 1.00 X 0 0 0 DREW WEIL BOARD MEMBER 1.00 X 0 0 0 SALLY FRIEDMAN EXECUTIVE DIRECTOR 40.00 X 0 114508 9495 0 114508 9495 1 0 0 0 0 1652290 1083269 1652290 141387 141387 415579 0 415579 415579 415579 2209256 0 0 556966 1464482 1464482 114508 28627 51529 34352 71546 8044 44007 19495 37626 9406 9406 18814 15296 3824 3824 7648 11000 6600 4400 61292 880 47109 13303 1960 1960 5500 2750 2750 1968 433 118 1417 2836 2836 7500 7500 OTHER EXPENSES 13386 6448 0 6938 PROMOTIONS 5912 2956 0 2956 DEFERRED COMPENSATION 5811 1453 2615 1743 SECURITY SYSTEM 5500 0 5500 15939 2809 4395 8735 1842062 1529362 187313 125387 931287 1580395 159740 144050 27882 27882 0 0 59767 65600 23624007 24237927 1061518 1113502 25836319 27141474 54351 43894 59672 65483 114023 109377 X 9182971 9850318 10894053 11460871 5645272 5720908 25722296 27032097 25836319 27141474 367194 942607 0 X X 0 1 X 1 0 X X 1 BIRMINGHAM JEWISH FEDERATION INC 631045456 7 1 565683 0 1 565683 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 1 THE ARTICLES OF INCORPORATION PROVIDE THAT THE ORGANIZATION SHALL SUPPORT THE BIRMINGHAM JEWISH FEDERATION AND SUCH OTHER ORGANIZATIONS THAT PROMOTE AND SUPPORT, FINANCIALLY OR OTHERWISE, JEWISH HERITAGE AND COMMUNITY COOPERATION IN THE UNITED STATES AND ABROAD THROUGH EDUCATIONAL, CULTURAL, RELIGIOUS, AND RELIEF PROGRAMS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 277 1106095 851573 6777853 1 1 6005843 87635 339793 104147 57918 6271206 5992406 289058 -63979 161151 50491 6005843 6015816 115914 73066 189858 22532 5992406 5322444 229465 703819 157696 82216 6015816 4972756 130103 355954 75954 60414 5322444 0.91000 0.09000 0 0 27882 27882 0 0 ISRAEL BONDS 1267000 F JEWISH COMMUNITY ENDOWMENT POOL, LLP 22970927 F 24237927 DEFERRED COMPENSATION 65483 65483 3151863 942607 942607 2209256 0 2209256 1842062 0 1842062 0 1842062 1 BIRMINGHAM JEWISH FEDERATION INC 3966 MONTCLAIR ROAD BIRMINGHAM AL 35213 631045456 501 (C)(3) 565683 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION COLLAT JEWISH FAMILY SERVICES 3960 MONTCLAIR ROAD BIRMINGHAM AL 35213 631015318 501 (C)(3) 86785 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION LEVITE JEWISH COMMUNITY CENTER 3960 MONTCLAIR ROAD BIRMINGHAM AL 35213 630288848 501 (C)(3) 42333 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION NE MILES JEWISH DAY SCHOOL 630668984 501 (C)(3) 184454 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION 70 FACES MEDIA 501 (C)(3) 5000 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION UNITED WAY OF CENTRAL ALABAMA 501 (C)(3) 15000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. ALABAMA SYMPHONY ORCHESTRA 501 (C)(3) 10000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY. TEMPLE EMANU-EL 501 (C)(3) 22745 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION TEMPLE B'NAI SHALOM 501 (C)(3) 13844 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION TEMPLE BETH EL 501 (C)(3) 47745 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION ALTAMONT SCHOOL 501 (C)(3) 10000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION BIRMINGHAM LANDMARKS INC 501 (C)(3) 5000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION SPRING VALLEY SCHOOL 501 (C)(3) 12500 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION INDIAN SPRINGS SCHOOL 501 (C)(3) 10000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION JEWISH FEDERATION OF DURAM - CHAPEL HILL 501 (C)(3) 46000 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION BIRMINGHAM HOLOCAUST EDUCATION CENTER 501 (C)(3) 30000 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION RED MOUNTAIN THEATRE 501 (C)(3) 10000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION JEWISH NATIONAL FUND 501 (C)(3) 10000 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION KNESSETH ISRAEL 501 (C)(3) 19000 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION LERNER JEWISH COMMUNITY DAY SCHOOL 501 (C)(3) 20000 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION RAMAH DAROM 501 (C)(3) 10000 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION THE WOMEN'S FUND OF GREATER BIRMINGHAM 501 (C)(3) 5000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION US ISRAEL EDUCATION ASSOCIATION 501 (C)(3) 50000 TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION UNITED STATES HOLOCAUST MEMORIAL MUSEUM 501 (C)(3) 5000 TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION PART I, LINE 2: FOR SIGNIFICANT GRANTS, THE ORGANIZATION RECEIVES FOLLOW-UP LETTERS STATING HOW THE GRANT WAS USED BY THE GRANTEE OR THE ORGANIZATION PREPARES AN EVALUATION FORM AND/OR PERSONALLY MONITORS THE USE OF THE FUNDS GRANTED. SCHEDULE I, PART IV, SUPPLEMENTAL INFORMATION THE BIRMINGHAM JEWISH FOUNDATION, INC. REPORTS GRANTS ON SCHEDULE I TO THE BIRMINGHAM JEWISH FEDERATION, INC., WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. THE BIRMINGHAM JEWISH FEDERATION, INC. REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. IN ADDITION, JFNA, AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA), A SUBSIDIARY OF JFNA, THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC), AND WORLD ORT - ALL 501(C)(3) ORGANIZATIONS - EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F. GINGER AND JERRY HELD BOARD MEMBER GINGER AND JERRY HELD ARE ON THE BOARD. THEIR SON, LAYNE HELD, IS AN EXECUTIVE AT SERVISFIRST BANK. THE FOUNDATION HAS A BANKING RELATIONSHIP WITH THIS FINANCIAL INSTITUTION. 0 ALAN WEINTRAUB BOARD MEMBER ALAN WEINTRAUB IS A MEMBER OF THE BOARD AND WORKS AT MORGAN STANLEY. THE FOUNDATION HAS BROKERAGE ACCOUNTS AT MORGAN STANLEY. 0 LISA ENGEL BOARD MEMBER LISA ENGEL IS THE PAST-PRESIDENT OF THE BIRMINGHAM JEWISH FOUNDATION. HER HUSBAND, ALAN, IS ON THE BOARD OF FIRST COMMERCIAL BANK. THE FOUNDATION HAS A BANKING RELATIONSHIP WITH THIS FINANCIAL INSTITUTION. 0 X 63 1083269 QUOTED MARKET PRICE 0 0 1 1 PART I, LINE 32B: USES THIRD-PARTY BROKERAGE FIRMS TO COMPLETE INVESTMENT TRANSACTIONS FORM 990, PART VI, SECTION A, LINE 2 SALLY FRIEDMAN, EXECUTIVE DIRECTOR OF BIRMINGHAM JEWISH FOUNDATION IS MARRIED TO RICHARD FRIEDMAN, EXECUTIVE DIRECTOR OF BIRMINGHAM JEWISH FEDERATION, A RELATED TAX-EXEMPT ENTITY STEVEN CORENBLUM AND CARYN CORENBLUM - HUSBAND AND WIFE GINGER HELD, JERRY HELD, AND AARON NELSON - FAMILY RELATIONSHIP HAROLD KUSHNER AND JACK LEVY - BUSINESS RELATIONSHIP JANET AARONS AND SALLY FRIEDMAN - FAMILY RELATIONSHIP RICK ROTH AND CATHY FRIEDMAN - BUSINESS RELATIONSHIP LINDA BARSTEIN AND RODNEY BARSTEIN - BROTHER AND SISTER FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS THE FORM 990 FOR COMPLETENESS AND ACCURACY. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY REVIEWS THE POLICY AND CONFIRMS WITH ALL DIRECTORS AND EMPLOYEES THAT THERE ARE NO CONFLICTS FORM 990, PART VI, SECTION B, LINE 15 A COMMITTEE MEETS AND REVIEWS THE COMPENSATION POLICY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 ALL INFORMATION IS AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR. BIRMINGHAM JEWISH FEDERATION INC 3966 MONTCLAIR ROAD BIRMINGHAM AL 35213 631045456 NURTURING AND PROMOTING JEWISH LIFE AL 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 BIRMINGHAM JEWISH FEDERATION INC B 565683 BIRMINGHAM JEWISH FEDERATION INC N 13338 BIRMINGHAM JEWISH FEDERATION INC O 47954 BIRMINGHAM JEWISH FEDERATION INC P 287928