2025-11-14T09:24:54-06:00 2024-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2024-01-01 591227747 THE JEWISH FEDERATION OF SARASOTA-MANATEE INC JEWI 9413714546 580 S MCINTOSH ROAD SARASOTA FL 34232 NICOLE M COYNE CFO 9413432112 2025-11-13 1 1 REBECCA U STONER P00585910 9413654617 2024 2025-03-06 01:10:19Z SHEP ENGLANDER 580 S MCINTOSH ROAD SARASOTA FL 34232 17156866 0 X WWW.JFEDSRQ.ORG X 1970 FL TO STRENGTHEN JEWISH LIFE AND IDENTITY IN OUR COMMUNITY, PROVIDE FOR JEWISH PEOPLE IN NEED AND PROMOTE SUPPORT FOR ISRAEL. 26 26 52 380 -22352 0 13566258 9871007 190522 186645 -476282 1250696 177000 -576340 13457498 10732008 1178912 3174377 0 0 2991100 3344439 156942 40288 1642231 1909897 2324768 6236851 8883872 7220647 1848136 62748988 67765124 10397262 11643980 52351726 56121144 X TO STRENGTHEN JEWISH LIFE AND IDENTITY IN OUR COMMUNITY, PROVIDE FOR JEWISH PEOPLE IN NEED AND PROMOTE SUPPORT FOR ISRAEL. 0 0 3777027 1770658 ISRAEL, OVERSEAS, ADVOCACY AND COMMUNITY RELATIONS: THE JEWISH FEDERATION OF SARASOTA-MANATEE (JFSM) WORKS TO ADDRESS HUMAN AND EDUCATIONAL NEEDS IN ISRAEL, POLAND AND OVER 70 COUNTRIES AROUND THE WORLD. EXAMPLES OF SPECIFIC PROGRAMS FUNDED INCLUDE: * THE HELLER COMMUNITY RELATIONS COMMITTEE (CRC) WAS ESTABLISHED TO BUILD RELATIONSHIPS WITHIN THE JEWISH AND NON-JEWISH COMMUNITIES TO ADVANCE COMMON INTERESTS THROUGH EDUCATION AND ADVOCACY. THE CRC WORKS WITH OUR PARTNERS TO ADVOCATE FOR PEACE AND SECURITY IN ISRAEL, INCREASES COMMUNITY AWARENESS OF ISSUES AFFECTING THE AMERICAN JEWISH COMMUNITY AND ISRAEL; RAISES CONSCIOUSNESS OF, AND ACTIVELY CONFRONTS ANTISEMITISM ON A LOCAL AND GLOBAL LEVEL; AND, DIRECTLY ADDRESSES ANTI-ISRAEL ACTIVITIES IN SARASOTA-MANATEE. ** FEDERATION STAFF AND VOLUNTEERS BUILD PERSONAL RELATIONSHIPS WITH CLERGY, CIVIC, AND COMMUNITY LEADERSHIP ** THIS INITIATIVE HAS SPONSORED NUMEROUS SPEAKERS AND PROGRAMS AND FIVE INTERFAITH MISSIONS TO ISRAEL. * THE WOMEN'S GIVING CIRCLE IS MADE UP OF WOMEN IN THE SARASOTA-MANATEE AREA WHO ARE DEDICATED TO FUNDING PROJECTS DESIGNED TO IMPROVE THE LIVES OF WOMEN AND CHILDREN IN ISRAEL. MEMBERS MAKE A CONTRIBUTION AND HAVE A VOICE IN DETERMINING THE ALLOCATION OF FUNDS. HAVING JUST COMPLETED ITS TENTH YEAR, THE CIRCLE HAS 110 MEMBERS WHO, IN 2024, AWARDED SEVEN ORGANIZATIONS A TOTAL OF $66,000. AS AN EXAMPLE, TWO OF THE RECIPIENTS WERE AMERICAN FRIENDS OF RABIN MEDICAL CENTER, WHO PROVIDE EMERGENCY TRAUMA CARE AND SUPPORT FOR ISRAELI NURSES, DOCTORS, WARTIME CASUALTIES, TRAUMA PATIENTS & RELEASED HOSTAGES AND THE GALIL GOLAN RAPE CRISIS CENTER WHO PROVIDE SUPPORT AND EDUCATION FOR EVACUEES DURING THE WAR WITH HAMAS. * OVERSEAS GRANTS: ISREAL EMERGENCY GRANTS WERE MADE TO THE FOLLOWING ORGANIZATIONS: ** AMERICA GIVES - KIBBUTZ NIR OZ, FRIENDS OF BARZILAI - BARZILAI MEDICAL CENTER IN ISRAEL, AND BROTHERS AND SISTERS IN ARMS - OUR COMMUNITY HAD DIRECT RELATIONSHIPS WITH THESE ORGANIZATIONS AND THE GRANTS WERE TO SUPPORT IMMEDIATE NEEDS IN THE AFTERMATH OF OCTOBER 7TH. ** MASHABIM COMMUNITY STREET PREVENTION CENTER AND BET SINGER THE CHILDREN'S HOME - ISSUED THROUGH COMMUNITY DONORS WHO WANTED TO SUPPORT THESE ORGANIZATIONS IN THEIR EFFORTS TO RESPOND TO THE VICTIMS OF OCTOBER 7TH AND FIGHTING THE ONGOING WAR WITH HAMAS. ** AMERICAN FRIENDS OF LEKET ISRAEL - ONGOING PARTNERSHIP TO ASSIST IN PROVIDING HOT MEALS AND PRODUCE FOR DISPLACED FAMILIES AND IDF SOLDIERS AS RESULT OF OCTOBER 7TH AND THE ONGOING WAR. ** FRIENDS OF THE DANIEL CENTERS FOR PROGRESSIVE JUDAISM - SUPPORTING OUR LONG TIME RELATIONSHIP WITH THE DANIEL CENTERS AND THEIR ANNUAL INSTALLATION OF EMBRACING OUR DIFFERENCES AT JAFFA PORT. 999146 468395 166302 JEWISH EDUCATION AND PROGRAMMING:THE FEDERATION, IN COOPERATION WITH AREA SYNAGOGUES AND ORGANIZATIONS, OFFERS A WIDE RANGE OF INSPIRING OPPORTUNITIES THAT ENABLE TEENAGERS, ADULTS AND FAMILIES TO BECOME CONFIDENT AND COMFORTABLE LIFELONG JEWISH LEARNERS. THE FEDERATION PROVIDES A WIDE RANGE OF JEWISH PROGRAMS THROUGHOUT THE TWO-COUNTY AREA. THIS CATEGORY INCLUDES PROGRAMS CELEBRATING JEWISH HOLIDAYS, OUTREACH EFFORTS TO THE UNAFFILIATED AND ADULT PROGRAMS FOR ALL AGES AND INTERESTS. LOCALLY, THE FEDERATION CONDUCTS OUTREACH WITHIN THE JEWISH AND GENERAL COMMUNITIES, FOSTERING ISRAEL EDUCATION AND AWARENESS AND PROVIDES A FORUM FOR DEALING WITH ANTISEMITISM.EXAMPLES OF SPECIFIC PROGRAMS FUNDED INCLUDE: * CAMP YONNIE: 2024 WAS THE FIRST YEAR WE OPERATED A JEWISH VALUES-BASED SUMMER CAMP FOR K-5 STUDENTS. SCHOLARSHIPS AND INCENTIVE GRANTS WERE PROVIDED FOR THOSE IN NEED. * YOUTH GRANTS ** JEWISH SUMMER OVERNIGHT CAMP GRANTS: STUDIES HAVE PROVEN, OVERWHELMINGLY, THAT JEWISH CAMPING EXPERIENCES SERVE AS A CRITICAL TOOL IN JEWISH CONTINUITY EFFORTS. IN AN EFFORT TO ENCOURAGE AREA FAMILIES TO SEND THEIR CHILDREN TO JEWISH CAMPS, THE JEWISH FEDERATION OF SARASOTA-MANATEE WAS THRILLED TO AWARD $45,000 TO 21 STUDENTS IN INCENTIVE GRANTS AND FINANCIAL ASSISTANCE GRANTS IN 2024. CHILDREN FROM SARASOTA-MANATEE ATTENDED JEWISH OVERNIGHT CAMPS SUCH AS CAMP RAMAH DAROM, CAMP BARNEY MEDINTZ, CAMP JUDEA, CAMP COLEMAN, CAMP BLUE STAR AND KUTZ CAMP. ** RELIGIOUS SCHOOL SCHOLARSHIPS - FEDERATION RECEIVED 114 APPLICATIONS AND PROVIDED 81 RELIGIOUS SCHOOL SCHOLARSHIPS TOTALING $30,000. ** COLLEGE SCHOLARSHIPS - FEDERATION PROVIDED 7 COLLEGE SCHOLARSHIPS TOTALING $52,500. * FEDERATION-SPONSORED COMMUNITY-WIDE EDUCATIONAL AND CULTURAL PROGRAMS THAT ENSURE A STRONG JEWISH IDENTITY AND TO HELP BUILD A DYNAMIC AND ENGAGED JEWISH COMMUNITY FOR GENERATIONS TO COME. PROGRAMS FEATURE SPEAKERS ON A WIDE VARIETY OF TOPICS. * SINCE ITS INCEPTION THE FEDERATION'S PJ LIBRARY PROGRAM HAS ENABLED OVER 500 FAMILIES WITH CHILDREN AGES 6 MONTHS TO 12 YEARS TO RECEIVE A MONTHLY MAILING OF JEWISH CHILDREN'S BOOKS, CDS, OR THE OCCASIONAL PARENT BOOK, FOR ONE YEAR. EACH BOOK AND CD CAME WITH GUIDES TO HELP FAMILIES USE THE SELECTION IN THEIR HOMES. BOOK AND MUSIC LISTS WERE CHOSEN BY THE FOREMOST EARLY-CHILDHOOD EXPERTS. THE LIST INCLUDES THEMES SUCH AS JEWISH HOLIDAYS, FOLKTALES AND JEWISH FAMILY LIFE. * THE JEWISH FILM FESTIVAL, THE JEWISH FEDERATION'S LARGEST SINGLE OUTREACH PROGRAM, PROVIDES SCREENINGS OF FILMS AND EVENTS FOR THE ENTIRE COMMUNITY ON TOPICS THAT APPEAL TO A BROAD RANGE OF INTERESTS, AGES AND POINTS OF VIEW. MORE THAN 1,500 PEOPLE ATTENDED THE 2024 JEWISH FILM FESTIVAL. * THE FEDERATION HONORS ITS COMMITMENT TO HOLOCAUST EDUCATION THROUGH: ** THE SPEAKERS BUREAU, WHICH ADDRESSES ISSUES PERTAINING TO HOLOCAUST EDUCATION IN LOCAL PUBLIC AND PRIVATE SCHOOLS FOR THOUSANDS OF STUDENTS; ALONG WITH SPEAKING AT ROTARY CLUBS, TEMPLES AND CHURCHES REACHING HUNDREDS OF ADULTS AND STUDENTS. ** THE ANNUAL CHANUKAH SURVIVORS LUNCHEON, WHICH TREATED OVER 100 LOCAL AREA HOLOCAUST SURVIVORS TO A BEAUTIFUL CHANUKAH CELEBRATION LUNCHEON AS WE PAID TRIBUTE TO THEIR INNER STRENGTH, COURAGE, STAMINA, AND REMARKABLE DEDICATION TO OUR TRADITIONS. ** FEDERATION-SPONSORED HOLOCAUST EDUCATION PROGRAMS THROUGHOUT THE COMMUNITY, INCLUDING A KRISTALLNACHT COMMEMORATION, A YOM HASHOAH HOLOCAUST REMEMBRANCE DAY PROGRAM, AND AN INTERNATIONAL HOLOCAUST REMEMBRANCE DAY PROGRAM. 982306 460501 4510 SARASOTA-MANATEE JEWISH SAFETY NET PROGRAMS:THE FEDERATION WORKS TO ENSURE THAT BASIC NEEDS SUCH AS FOOD, SECURITY, AND SHELTER ARE MET, AS WE WORK FOR THE SOCIAL, EMOTIONAL AND FINANCIAL WELL-BEING OF JEWS IN SARASOTA-MANATEE.EXAMPLES OF SPECIFIC PROGRAMS FUNDED INCLUDE: * SAFESRQ: AS A RESULT OF RISING ANTISEMITISM AND ANTI-ISRAEL RHETORIC, THE FEDERATION'S SAFESRQ PROGRAM SERVES TO TRAIN COMMUNITY MEMBERS ON SITUATIONAL AWARENESS AND OTHER SECURITY RELATED TOPICS, WORKS WITH LOCAL JEWISH ORGANIZATIONS TO ENHANCE THEIR SECURITY PROFILES AND FUNDING, FOSTERS RELATIONSHIPS WITH LOCAL LAW ENFORCEMENT. IN 2024, WE ALSO PROVIDED SIX (6) GRANTS TO JEWISH ORGANIZATIONS TO HELP WITH THEIR SECURITY EFFORTS. * JEWISH HEALING PROGRAM: THE FEDERATION PROVIDES A SIGNIFICANT PORTION OF THE FUNDING FOR THE JEWISH HEALING PROGRAM, WHICH IS IMPLEMENTED BY JFCS. EACH MONTH VOLUNTEERS PROVIDE DIRECT COMMUNITY SERVICES TO THE JEWISH COMMUNITY, INCLUDING BIKKOR CHOLIM (VISIT THE SICK), BEREAVEMENT SERVICES, COMMUNITY RELIGIOUS OUTREACH (TO SENIORS IN NURSING HOMES AND ASSISTED LIVING FACILITIES), PRISON MINISTRY AND DOULA (END-OF-LIFE) SERVICES. MORE THAN 1,000 CONTACTS WERE MADE WITH THE JEWISH COMMUNITY, HELPING THE MOST AT-RISK AND ISOLATED TO RECEIVE SPIRITUAL GUIDANCE AND MUCH-NEEDED HUMAN CONTACT. * DIRECT SUPPORT FOR 100 HOLOCAUST SURVIVORS: THE FEDERATION UNDERWRITES THE COST OF ONE CASE MANAGER AT JFCS WHO IS RESPONSIBLE FOR PROVIDING A VARIETY OF SERVICES TO OUR AREA HOLOCAUST SURVIVORS. * COMMUNITY EMERGENCY ASSISTANCE FUND: THE FEDERATION SUPPORTS LOCAL JEWISH CLIENTS AND HOLOCAUST SURVIVORS IN NEED OF RENT, UTILITIES, MEDICAL/DENTAL EXPENSES NOT COVERED BY INSURANCE, AND FOOD. THE PROGRAM IS ADMINISTERED THROUGH JFCS. * CARING FOR THE JEWISH ELDERLY: THE FEDERATION PROVIDES BASIC HUMAN NEEDS SUCH AS FOOD, MEDICINES AND HOME CARE FOR THOUSANDS OF ELDERLY JEWS IN THE FORMER SOVIET UNION RECEIVE THROUGH THE JEWISH JOINT DISTRIBUTION COMMITTEE. 1012858 474823 15833 COLLABORATIVE PARTNERSHIPS:THE FEDERATION WORKS WITH A WIDE RANGE OF COMMUNITY PARTNERS TO SUPPORT JEWISH-THEMED PROGRAMMING FOR THE ENTIRE COMMUNITY.EXAMPLES OF SPECIFIC PROGRAMS FUNDED INCLUDE: * EMBRACING OUR DIFFERENCES: THE FEDERATION PARTNERS WITH COEXISTENCE, INC. AND PAYS A PORTION OF AN EOD EDUCATION STAFF POSITION, EACH YEAR TO PRESENT THIS INTERNATIONAL OUTDOOR ART EXHIBIT. THE EXHIBIT PROMOTES THE VALUE OF DIVERSITY, THE BENEFIT OF INCLUSION AND THE SIGNIFICANCE OF THE ACTIVE REJECTION OF HATRED AND PREJUDICE. PUBLIC SCHOOL CHILDREN, GRADES K-12, ARE TRANSPORTED TO THE EXHIBIT FOR FREE EACH YEAR - SINCE 2004, CLOSE TO 2.5 MILLION STUDENTS HAVE BENEFITTED FROM THIS FREE EDUCATIONAL PROGRAM. 1012858 474823 15833 6771337 1 1 0 1 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 63 0 1 52 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 26 26 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X THE ORGANIZATION 9413714546 580 S MCINTOSH ROAD SARASOTA FL 34232 BARBARA ACKERMAN DIRECTOR 1.00 X 0 0 0 KAREN ADLER DIRECTOR 1.00 X 0 0 0 VERONICA BRADY AT LARGE 1.00 X 0 0 0 DAVID CHAIFETZ DIRECTOR 1.00 X 0 0 0 MARY COLLIER AT LARGE 1.00 X 0 0 0 JEFF DAVIDSON DIRECTOR 1.00 X 0 0 0 LAUREN FINEMAN DIRECTOR 1.00 X 0 0 0 JUDY FOX DIRECTOR 1.00 X 0 0 0 ROZ GOLDBERG DIRECTOR 1.00 X 0 0 0 LEWIS HANAN DIRECTOR 1.00 X 0 0 0 LARRY GREENSPON DIRECTOR 1.00 X 0 0 0 MARCY KLEIN DIRECTOR 1.00 X 0 0 0 LARRY HASPEL DIRECTOR 1.00 X 0 0 0 SIMONE KNEGO DIRECTOR 1.00 X 0 0 0 DAN SHUGAR DIRECTOR 1.00 X 0 0 0 MARK SMOTKIN DIRECTOR 1.00 X 0 0 0 LOIS STULBERG DIRECTOR 1.00 X 0 0 0 MELVIN TAUB DIRECTOR 1.00 X 0 0 0 LARRY ZASLAVSKY DIRECTOR 1.00 X 0 0 0 BRUCE S UDELL TO 33124 PRESIDENT 1.00 X X 0 0 0 DEB KABINOFF FROM 4124 PRESIDENT 1.00 X X 0 0 0 WAYNE RUBEN AT LARGE 1.00 X 0 0 0 JOEL MORGANROTH VICE PRESIDENT 1.00 X X 0 0 0 DAVID FRIED TREASURER 1.00 X X 0 0 0 MARSHA EISENBERG SECRETARY 1.00 X X 0 0 0 BRUCE S UDELL FROM 4124 AT LARGE 1.00 X 0 0 0 DAVID MILLSTONE DIRECTOR 1.00 X 0 0 0 SHEP ENGLANDER CEO 50.00 X 348450 0 58025 KIMBERLY J ADLER CHIEF OPERATING OFFICER 50.00 X 149949 0 36301 NICOLE COYNE CFO 50.00 X 114396 0 46401 HERMIONE GILPIN CHIEF ADVANCEMENT OFFICER 50.00 X 145450 0 18393 LIAT MAGGID ALON CHIEF LEARNING & ENGAGEMENT OFFICER 50.00 X 120929 0 34397 879174 0 193517 5 0 1 0 TANDEM CONSTRUCTION 5391 LAKEWOOD RANCH BLVD N STE 2 SARASOTA FL 34240 GENERAL CONTRACTING AND CONSTRUCTION MAN 6626432 RELOFANT 730 S STERLING AVE STE 109 TAMPA FL 33609 GENERAL CONTRACTING AND CONSTRUCTION MAN 230523 SECURE COMMUNITY NETWORK INC 540 NORTH DEARBORN STREET CHICAGO IL 60610 COMMUNITY SECURITY DIRECTOR 162273 GEORGE F YOUNG INC 10540 PORTAL CROSSING SUITE 105 BRADENTON FL 34211 ENGINEERING, SURVEYING AND CONSULTING 147285 FLEISCHMANGARCIA 324 HYDE PARK AVENUE SUITE 300 TAMPA FL 33606 ARCHITECTURE AND CONSTRUCTION PLANNING 118982 6 22645 1885686 7962676 646057 9871007 JEWISH FILM FESTIVAL 900099 43609 43609 CAMP YONNIE 900099 41801 41801 OUTREACH PROGRAMS 900009 34567 34567 FEDERATION @ 60/65 900099 23078 23078 PEOPLE OF THE BOOK 900099 21217 21217 22373 22373 186645 790532 790532 272240 1219255 -947015 -947015 -320169 -626846 5609471 4500 5146237 7570 463234 -3070 460164 460164 15902 22645 51796 -35894 -35894 ADVERTISING 541800 253797 253797 EVENT COMMISSIONS 531390 106589 44020 62569 OTHER REVENUE 900099 46183 46183 406569 10732008 186645 -22352 696708 3029557 3029557 144820 144820 726519 346364 145849 234306 1985011 1291973 57519 635519 206311 117460 26816 62035 215808 122388 21755 71665 210790 105198 33744 71848 5715 2268 293 3154 37770 14987 1936 20847 100458 43897 12349 44212 40288 40288 7455 7455 382586 321229 1010 60347 73839 66594 107 7138 188840 153429 8035 27376 154207 100120 18064 36023 151341 117264 10767 23310 47752 45123 780 1849 21622 14153 2188 5281 285045 142168 45661 97216 196421 97951 31468 67002 54287 27185 8482 18620 BUILDING AND GROUNDS MA 160782 83993 24539 52250 FOOD & BEVERAGE 132310 115407 3148 13755 NEWSPAPER PRODUCTION 93865 77606 272 15987 FILM SCREENING, A/V AND 93231 91193 651 1387 137242 99010 7416 30816 8883872 6771337 470304 1642231 500 500 9058160 3006227 3465265 4527292 3773 68359 131328 39179625 5949739 25937617 33229886 21534430 24334156 1 0 2684656 2531962 62748988 67765124 2646372 1677572 45842 37500 326097 541924 6669907 8684626 709044 702358 10397262 11643980 X 36306942 40181326 16044784 15939818 52351726 56121144 62748988 67765124 X 1848136 1915041 6241 X X 0 1 X 1 1 1 X 11880780 6131788 6453132 13566258 9871007 47902965 11880780 6131788 6453132 13566258 9871007 47902965 2302932 45600033 118603 135866 642050 588072 1062772 2547363 222154 248978 218340 239250 0 928722 242 739 1389 366 152772 155508 51534558 997374 0.88480 0.89960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 106918 0 1 8230 115148 0 PART II-B, LINE 1: THE JCRC (JEWISH COMMUNITY RELATIONS COUNCIL) COMMITTEE HELD VARIOUS MEETINGS WITH KEY OPINION LEADERS, EDUCATORS, SCHOOL DISTRICTS, AND INTERFAITH ORGANIZATIONS. 14 116248 399854 1615808 1 1 12986382 193465 1571910 572798 14178959 11953417 23896 1611036 601967 12986382 13742618 482234 -1653678 617757 11953417 13657182 228055 1324950 1467569 13742618 12247178 217085 1541275 348356 13657182 0.33050 0.66950 0.00000 1 0 1022395 1022395 26592017 5515880 21076137 5127250 5127250 1552724 389782 1162942 4885239 44077 4841162 33229886 ANNUITIES & TRUSTS PAYABLE 530219 FUNDS HELD ON BEHALF OF OTHERS 172139 702358 X 14086864 1915041 67781 160234 2143056 11943808 7455 -1219255 -1211800 10732008 10317446 67781 1373248 1441029 8876417 7455 7455 8883872 PART V, LINE 4: ALL ENDOWMENT FUNDS ARE ADMINISTERED IN ACCORDANCE WITH THE DONOR AGREEMENT. RESTRICTED FUNDS ARE USED FOR PROGRAMS TO PROMOTE JEWISH CONTINUITY OR PROVIDE FINANCIAL ASSISTANCE IN OUR COMMUNITY. SCHOLARSHIP FUNDS ARE USED TO AWARD POST HIGH SCHOOL SCHOLARSHIPS TO STUDENTS IN OUR COMMUNITY MEETING THE REQUIRED CRITERIA. UNRESTRICTED FUND IS USED TO SUPPORT THE JEWISH FEDERATION OF SARASOTA-MANATEE, INC. (FEDERATION) PROGRAMS AS DETERMINED BY THE BOARD OF DIRECTORS. THE PERMANENTLY ENDOWED FUNDS ARE FUNDS HELD IN PERPETUITY WITH THE INCOME USED TO IMPLEMENT THE FEDERATION MISSION. PART X, LINE 2: UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE FEDERATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FEDERATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES 153,993. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 6,241. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE NETTED AGAINST 990 REVENUE -1,219,255. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES 153,993. RENTAL EXPENSE NETTED AGAINST 990 REVENUE 1,219,255. EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICE EXPENSES DESIGN SERVICES 6063 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICE EXPENSES WIFI HOTSPOT FOR EVENT 10 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICE EXPENSES CAMP SUPPLIES 429 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICE EXPENSES SLIDE TEMPLATES FOR PRESENTATIONS 13 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICE EXPENSES PROGRAMMING SUPPLIES 608 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICE EXPENSES AIRFARE FOR GUEST SPEAKERS AND CONSULTANTS 22302 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICE EXPENSES FILM FESTIVAL SCREENING FEES 8715 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICE EXPENSES SUBSCRIPTION TO NEWS WEBSITE 120 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICE EXPENSES HONORARIUMS FOR GUEST SPEAKERS 23510 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICE EXPENSES DASHBOARD TEMPLATES FOR PRESENTATIONS 20 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICE EXPENSES FILM FESTIVAL SCREENING FEES 1400 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICE EXPENSES MARKETING AND IT TICKETING SOFTWARE 768 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICE EXPENSES FURNITURE 8683 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICE EXPENSES MARKETING SUPPLIES 515 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICE EXPENSES PHOTO ENHANCEMENT SOFTWARE TRIAL 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICE EXPENSES SUBSCRIPTION FOR LARGE FILE SHARING 135 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICE EXPENSES SUBSCRIPTION FOR STOCK PHOTOS 148 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICE EXPENSES SUBSCRIPTION FOR FLIPBOOK BUILDER 89 0 0 0 0 0 0 38260 35269 73529 0 0 0 0 0 0 PART I, LINE 3: PAYMENT TO OVERSEAS IS ONLY FOR SPECIFIC VENDOR SERVICES. THE OVERSIGHT INCLUDES RECEIVING THE CONTRACTED SERVICES. X X X X X X X 1 RICHARD BERGMAN 1255 N GULFSTREAM SARASOTA FL 34236 DEVELOPMENT CONSULTANT - FUND RAISING AND COMMUNITY OUTREACH 0 300272 40288 259984 300272 40288 259984 FL DONOR ENGAGEMENT EVENTS 22645 22645 11992 9798 LION OF JUDAH 15902 15902 24364 350 4233 1 1059 38547 22645 15902 36356 350 15090 51796 -35894 SCHEDULE G, PART I, LINE 2B, COLUMN (V) RICHARD BERGMAN - AGREEMENT STIPULATES FIXED RENUMERATION AMOUNT FOR FUNDRAISING SERVICES PLUS EXPENSES. CONSULTANT SUBMITS RECEIPTS FOR EXPENSE REIMBURSEMENT. 1 ALL FAITHS FOOD BANK 8171 BLAIKIE CT SARASOTA FL 34240 650115814 501(C)(3) 64625 0 GENERAL AMERICA GIVES INC 228 PARK AVE S 71410 NEW YORK NY 10003 263383926 501(C)(3) 25000 0 GENERAL AMERICAN FRIENDS OF BEIT RUTH INC 2 JERICHO PLAZA STE 111 - WING A JERICHO NY 11753 455626260 501(C)(3) 10000 0 GENERAL AMERICAN FRIENDS OF LEKET ISRAEL PO BOX 2090 TEANECK NJ 07666 208202424 501(C)(3) 11000 0 GENERAL AMERICAN FRIENDS OF RABIN MEDICAL CENTER 636 BROADWAY STE 618 NEW YORK NY 10012 521903777 501(C)(3) 10000 0 GENERAL AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC PO BOX 4124 NEW YORK NY 10163 131656634 501(C)(3) 25200 0 GENERAL ASOLO REPERTORY THEATRE INC 5555 NORTH TAMIAMI TRAIL SARASOTA FL 34243 592717909 501(C)(3) 12000 0 GENERAL BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 134092050 501(C)(3) 22200 0 GENERAL CHABAD OF BRADENTON & LAKEWOOD RANCH 5712 LORRAINE RD BRADENTON FL 34211 201636179 501(C)(3) 31164 0 GENERAL CHABAD OF SARASOTA 7700 S BENEVA RD SARASOTA FL 34238 650234425 501(C)(3) 36750 0 GENERAL CHABAD OF VENICE & NORTH PORT 21560 ANGELA LN VENICE FL 34293 202799569 501(C)(3) 39950 0 GENERAL CHAMPAIGN-URBANA JEWISH FEDERATION 503 E JOHN ST CHAMPAIGN IL 61820 237344693 501(C)(3) 10000 0 GENERAL EMBRACING OUR DIFFERENCES INC PO BOX 2559 SARASOTA FL 34230 203581293 501(C)(3) 62600 0 GENERAL FRIENDS OF BARZILAI 104 WEST 40TH ST 9TH FLOOR NEW YORK NY 10018 933919577 501(C)(3) 25000 0 GENERAL FRIENDS OF THE DANIEL CENTERS FOR PROGRESSIVE JUDAISM 5630 WISCONSIN AVENUE 1601 CHEVY CHASE MD 20815 133695770 501(C)(3) 10000 0 GENERAL FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 133156445 501(C)(3) 7860 0 GENERAL HERSHORIN SCHIFF COMMUNITY DAY SCHOOL 4335 WILKINSON RD SARASOTA FL 74750 473558984 501(C)(3) 17000 0 GENERAL ISRAEL TENNIS & EDUCATION CENTERS FOUNDATION 3275 WEST HILLSBORO BLVD STE 102 DEERFIELD BEACH FL 33442 132961273 501(C)(3) 7500 0 GENERAL JEWISH FEDERATION OF GREATER PITTSBURGH 2000 TECHNOLOGY DRIVE 1ST FLOOR PITTSBURGH PA 15219 251017602 501(C)(3) 259490 0 GENERAL JEWISH HOUSING COUNCIL FOUNDATION INC 1951 N HONORE AVE SARASOTA FL 34235 200910348 501(C)(3) 54847 0 GENERAL JEWISH NATIONAL FUND PO BOX 971054 BOCA RATON FL 33497 131659627 501(C)(3) 12200 0 GENERAL JFCS OF THE SUNCOAST 2688 FRUITVILLE RD SARASOTA FL 34237 592693318 501(C)(3) 158353 0 GENERAL JUDICIAL WATCH INC PO BOX 96234 WASHINGTON DC 20090 521885088 501(C)(3) 20000 0 GENERAL LEE & BOB PETERSON FOUNDATION INC PO BOX 49201 SARASOTA FL 34230 833723361 501(C)(3) 12000 0 GENERAL NAMI SARASOTA AND MANATEE COUNTIES INC 2911 FRUITVILLE RD SARASOTA FL 34237 592464505 501(C)(3) 45000 0 GENERAL NEVE MICHAEL CHILDREN'S VILLAGE PO BOX 260067 PEMBROKE PINES FL 33026 208499330 501(C)(3) 35000 0 GENERAL PLANNED PARENTHOOD OF SOUTHWEST & CENTRAL FL INC 736 CENTRAL AVE SARASOTA FL 34236 591274328 501(C)(3) 9850 0 GENERAL RESILIENT RETREAT 3500 JOURNEY LN SARASOTA FL 34240 831677056 501(C)(3) 30000 0 GENERAL RINGLING COLLEGE OF ART AND DESIGN INC 2700 N TAMIAMI TRL SARASOTA FL 34234 590637903 501(C)(3) 88000 0 GENERAL SARASOTA BALLET 5555 NORTH TAMIAMI TRAIL SARASOTA FL 34243 650135900 501(C)(3) 11000 0 GENERAL SARASOTA ORCHESTRA 709 NORTH TAMIAMI TRAIL SARASOTA FL 34236 592603081 501(C)(3) 10500 0 GENERAL SIERRA CLUB FOUNDATION 2101 WEBSTER STREET STE 1250 OAKLAND CA 94612 946069890 501(C)(3) 7500 0 GENERAL STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 020554654 501(C)(3) 10100 0 GENERAL TEMPLE BETH SHOLOM 1050 S TUTTLE AVE BLDG 2 SARASOTA FL 34237 237156328 501(C)(3) 21400 0 GENERAL TEMPLE EMANUEL 151 S MCINTOSH RD SARASOTA FL 34232 591145961 501(C)(3) 45195 0 GENERAL TEMPLE SINAI 4631 S LOCKWOOD RIDGE RD SARASOTA FL 34231 593056302 501(C)(3) 59790 0 GENERAL THE JEWISH AGENCY FOR ISRAEL 633 THIRD AVE 21ST FL NEW YORK NY 10017 237254561 501(C)(3) 23950 0 GENERAL THE JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY STE 1700 NEW YORK NY 10004 131624240 501(C)(3) 1557064 0 GENERAL THE KIRSCH FOUNDATION 2440 W EL CAMINO REAL STE 300 MOUNTAIN VIEW CA 94040 873900704 501(C)(3) 10000 0 GENERAL THOMAS MORE LAW CENTER 24 FRANK LLOYD WRIGHT DR PO BOX 364 ANN ARBOR MI 48106 383448297 501(C)(3) 20000 0 GENERAL 40 OVERNIGHT CAMP SCHOLARSHIPS 25 45000 RELIGIOUS SCHOOL SCHOLARSHIPS 114 30000 HOLOCAUST PROGRAMS SCHOLARSHIPS 3 6000 COLLEGE SCHOLARSHIPS 7 52200 CAMP YONNIE SCHOLARSHIPS 9 11620 PART I, LINE 2: GRANTEES ARE REQUIRED TO SUBMIT WRITTEN FINAL REPORTS UPON COMPLETION OF THE GRANT. EXCEPTIONS ARE MADE FOR OPERATING GRANTS FROM DONOR ADVISED FUNDS AND DONOR RECOMMENDED GRANTS. X X X X X 0 0 0 0 0 0 0 0 0 SHEP ENGLANDER CEO 305855 0 30495 0 12100 0 24150 0 33875 0 406475 0 0 0 KIMBERLY J ADLER CHIEF OPERATING OFFICER 144949 0 5000 0 0 0 10720 0 25581 0 186250 0 0 0 HERMIONE GILPIN CHIEF ADVANCEMENT OFFICER 140450 0 5000 0 0 0 9998 0 8395 0 163843 0 0 0 NICOLE COYNE CFO 114396 0 0 0 0 0 8582 0 37819 0 160797 0 0 0 LIAT MAGGID ALON CHIEF LEARNING & ENGAGEMENT OFFICER 118929 0 2000 0 0 0 8379 0 26018 0 155326 0 0 0 X 14 646057 NYSE 0 1 1 PART I, LINE 32B: FEDERATION USES 3RD PARTY VENDOR, DONATE A CAR, FOR ITS AUTO DONATIONS. THE 3RD PARTY VENDOR RECEIVES THE DONATION, PROCESSES THE REQUIRED PAPERWORK, DISPOSES OF THE AUTOMOBILE AND REMITS THE NET AMOUNT TO THE FEDERATION. FORM 990, PART I, LINE 6 VOLUNTEERS FEDERATION VOLUNTEERS SERVED ON VARIOUS COMMITTEES, BOARDS, ASSISTED WITH SET UP, BREAKDOWN, AND REGISTRATION FOR FEDERATION EVENTS AND PROGRAMS. IN ADDITION THE VOLUNTEERS ASSISTED WITH STUFFING ENVELOPES AND VARIOUS MAILINGS. FORM 990, PART VI, SECTION A, LINE 2 DR. LEWIS HANAN (DIRECTOR) AND STACY HANAN (VICE PRESIDENT) HAVE A FAMILY RELATIONSHIP. WAYNE RUBEN (VICE PRESIDENT) AND AARON RUBEN (DIRECTOR) HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 ACCORDING TO THE ORGANIZATION'S BY-LAWS, A DONOR WHO HAS MADE A CONTRIBUTION TO THE FEDERATION DURING THE CURRENT OR IMMEDIATE PRIOR FISCAL YEAR SHALL BE A MEMBER OF THE FEDERATION. AN INDIVIDUAL MUST BE A MEMBER OF THE FEDERATION IN ORDER TO VOTE AT MEETINGS, TO SERVE ON THE BOARD OF DIRECTORS, OR SERVE AS A CHAIR OF A FEDERATION COMMITTEE. ALL MATTERS PROPERLY PRESENTED AT A MEETING SHALL BE DECIDED BY A MAJORITY OF MEMBERS PRESENT AND VOTING UNLESS OTHERWISE DIRECTED BY THE LAWS OF THE STATE OF FLORIDA, THE ARTICLES OF INCORPORATION OR THE BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7A ACCORDING TO THE ORGANIZATION'S BY-LAWS, A DONOR WHO HAS MADE A CONTRIBUTION TO THE FEDERATION DURING THE CURRENT OR IMMEDIATE PRIOR FISCAL YEAR SHALL BE A MEMBER OF THE FEDERATION. AN INDIVIDUAL MUST BE A MEMBER OF THE FEDERATION IN ORDER TO VOTE AT MEETINGS, TO SERVE ON THE BOARD OF DIRECTORS, OR SERVE AS A CHAIR OF A FEDERATION COMMITTEE. ALL MATTERS PROPERLY PRESENTED AT A MEETING SHALL BE DECIDED BY A MAJORITY OF MEMBERS PRESENT AND VOTING UNLESS OTHERWISE DIRECTED BY THE LAWS OF THE STATE OF FLORIDA, THE ARTICLES OF INCORPORATION OR THE BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B THE JEWISH FEDERATION OF SARASOTA-MANATEE PROVIDES A COMPLETED DRAFT OF THE 990 TO THE BOARD MEMBERS WHEN IT IS AVAILABLE FOR THEIR REVIEW. THE BOARD THEN REVIEWS THE 990 AND PROVIDES ANY FEEDBACK TO THE ORGANIZATION'S CFO PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL JEWISH FEDERATION OF SARASOTA-MANATEE, INC. (FEDERATION) BOARD MEMBERS AND STAFF SIGN A CONFLICT OF INTEREST POLICY (THE BOARD SIGNS IT ANNUALLY , THE STAFF DOES IT ONLY ONCE - AT HIRE). ALSO FEDERATION DISTRIBUTED ETHICAL GUIDELINES POLICY TO ITS BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR HAS A CONTRACT NEGOTIATED WITH THE BOARD OF DIRECTORS. THE PERSONNEL COMMITTEE REVIEWED SALARY STRUCTURES FOR SIMILAR POSITIONS WITH JEWISH FEDERATION OF NORTH AMERICA, AN UMBRELLA ORGANIZATION FOR NORTH AMERICA FEDERATIONS. THE FINAL CONTRACT FOR THIS POSITION IS APPROVED BY THE BOARD. THIS CONTRACT IS MAINTAINED IN PERMANENT PERSONNEL FILE ON PREMISES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST; THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS 6,241. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THERE HAS BEEN NO CHANGE TO AUDIT OVERSITE OR SELECTION PROCESS DURING THE YEAR.