2016-07-14T12:37:06-05:00 2015-12-31 522041603 SQUIRE LEMKIN COMPANY LLP 111 ROCKVILLE PIKE SUITE 475 ROCKVILLE MD 20850 990 2015-01-01 526064549 JEWISH HISTORICAL SOCIETY OF GREATER WASHINGTON JEWI 2027890900 701 4TH STREET NW NO 200 WASHINGTON DC 20001 RUSSELL SMITH PRESIDENT 2027890900 2016-07-11 1 NANCY JOHNSON P01593478 3014246800 2015 2016-09-27 15:27:22Z RUSSELL SMITH 701 4TH STREET NW NO 200 WASHINGTON DC 20001 1837837 0 X WWW.JHSGW.ORG X 1960 DC TO EXPLORE THE UNIQUE JEWISH HERITAGE OF WASHINGTON AS A HOMETOWN AND AS THE NATION'S CAPITAL. 41 41 7 21 -5512 -5512 893225 978521 33430 39837 67140 96997 -16748 532333 977047 1647688 0 0 0 0 365369 372748 0 0 56792 398154 383222 763523 755970 213524 891718 5409161 6215192 1603687 1659994 3805474 4555198 X TO EXPLORE THE UNIQUE JEWISH HERITAGE OF WASHINGTON AS A HOMETOWN AND AS THE NATION'S CAPITAL. 0 0 501612 39375 IN 2015, THE SOCIETY SERVED 510 STUDENTS FROM 22 SCHOOLS ON FIELD TRIPS TO THE MUSEUM AND TRAVELING EXHIBITION SITES. THE SOCIETY OFFERED 80 EDUCATIONAL PROGRAMS TO 3,000 ADULTS AT OUR HISTORIC SITE AND THROUGHOUT THE WASHINGTON REGION. PROGRAMS INCLUDED NEIGHBORHOOD WALKING TOURS, LECTURES, EXHIBITION OPENINGS, AND CONCERTS.IN 2015, OUR LAST CALL PROGRAM SERIES FOCUSED ON OUR HISTORIC 1876 SYNAGOGUE. - SCHOLAR-IN-RESIDENCE DR. SAMUEL GRUBERA SYNAGOGUE-ARCHITECTURE HISTORIAN, DR. GRUBER SPOKE AT TWO PUBLIC PROGRAMS IN THE HISTORIC SYNAGOGUE.- DEDICATION ANNIVERSARY OF 1876 SYNAGOGUE SPECIAL PROGRAM INCLUDED HISTORIC READINGS FROM THE ORIGINAL DEDICATION SERVICE BY DESCENDANTS OF FORMER CONGREGANTS AND THREE LOCAL RABBIS.- FIRST NIGHT CONCERT ON DECEMBER 31, A SOLD-OUT CROWD USHERED IN THE NEW YEAR WITH KLEZMER BAND, MACHAYA. ATTENDEES OF ALL AGES DANCED AND TOASTED IN OUR HISTORIC SYNAGOGUE! OTHER PROGRAMS IN 2015 INCLUDED: - THE SOCIETY'S SIGNATURE JEWISH AMERICAN HERITAGE MONTH LECTURE IN PARTNERSHIP WITH NATIONAL ARCHIVES FEATURED DR. JONATHAN SARNA IN CONVERSATION WITH JOURNALIST STEVEN V. ROBERTS ABOUT SARNA'S BOOK, LINCOLN AND THE JEWS.- THE SOCIETY'S ANNUAL MEETING GUEST SPEAKER, DONALD BURRIS SPOKE ABOUT HIS EXPERIENCES LITIGATING CASES RELATED TO THE RESTITUTION OF NAZI-LOOTED ART.- GROUP WALKING TOURS OF JEWISH DOWNTOWN WASHINGTON, OLD TOWN ALEXANDRIA, ARLINGTON NATIONAL CEMETERY, AND JEWISH H STREET, NE. 501612 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 22 0 1 7 1 1 1 0 0 0 0 1 1 0 0 0 0 X 41 41 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 1 0 0 0 DC MD VA X X LAURA APELBAUM 2027890900 701 4TH STREET NW WASHINGTON DC 20001 ERNIE MARCUS VICE-PRESIDENT 2.00 X X 0 0 0 RUSSELL SMITH PRESIDENT 2.00 X X 0 0 0 HOWARD MORSE TREASURER 2.00 X X 0 0 0 ADAM RUBINSON AT-LARGE 2.00 X X 0 0 0 DIANE WATTENBERG AT-LARGE 2.00 X 0 0 0 ANDREW AMMERMAN DIRECTOR 2.00 X 0 0 0 STEVE BLACHER DIRECTOR 2.00 X 0 0 0 SHARON BURKA DIRECTOR 2.00 X 0 0 0 GAIL BURLANT DIRECTOR 2.00 X 0 0 0 MARGERY ELSBERG DIRECTOR 2.00 X 0 0 0 TRACEY GALLAGHER DIRECTOR 2.00 X 0 0 0 PAUL GREENBERG DIRECTOR 2.00 X 0 0 0 WILMA PROBST LEVY DIRECTOR 2.00 X 0 0 0 BILL RICE DIRECTOR 2.00 X 0 0 0 PATRICIA SILVERMAN SECRETARY 2.00 X X 0 0 0 ALBERT H SMALL JR DIRECTOR 2.00 X 0 0 0 ALEX STEIN DIRECTOR 2.00 X 0 0 0 JOHN TOLLERIS DIRECTOR 2.00 X 0 0 0 JOEL WIND DIRECTOR 2.00 X 0 0 0 LARRY WISEMAN DIRECTOR 2.00 X 0 0 0 PAUL WRIGHT DIRECTOR 2.00 X 0 0 0 GWEN ZUARES DIRECTOR 2.00 X 0 0 0 MARLENE ZAKAI DIRECTOR 2.00 X 0 0 0 CAROLYN S ALPER HONORARY DIRECTOR 2.00 X 0 0 0 BRENDA PASCAL HONORARY DIRECTOR 2.00 X 0 0 0 BARBARA REIN HONORARY DIRECTOR 2.00 X 0 0 0 MENDELLE TOUROVER WOODLEY HONORARY DIRECTOR 2.00 X 0 0 0 SAMUEL BRYLAWSKI PAST PRESIDENT 2.00 X 0 0 0 LEONARD ABEL PAST PRESIDENT 2.00 X 0 0 0 RICHARD ALPER PAST PRESIDENT 2.00 X 0 0 0 DAVID BURKA PAST PRESIDENT 2.00 X 0 0 0 SAM FLAX PAST PRESIDENT 2.00 X 0 0 0 FRANK GILBERT PAST PRESIDENT 2.00 X 0 0 0 BERNARD S GLASSMAN PAST PRESIDENT 2.00 X 0 0 0 JAMES GOLDBERG PAST PRESIDENT 2.00 X 0 0 0 PAULA GOLDMAN PAST PRESIDENT 2.00 X 0 0 0 DR MICHAEL GOLDSTEIN PAST PRESIDENT 2.00 X 0 0 0 PEGGY PEARLSTEIN PAST PRESIDENT 2.00 X 0 0 0 SIDNEY SILVER PAST PRESIDENT 2.00 X 0 0 0 DONALD WOLPE PAST PRESIDENT 2.00 X 0 0 0 STUART ZUCKERMAN PAST PRESIDENT 2.00 X 0 0 0 LAURA COHEN APELBAUM EXECUTIVE DIRECTOR 40.00 X 92452 0 6587 92452 0 6587 0 0 0 0 0 377385 42500 558636 161582 978521 TOURS, LECTURES, AND E 900099 39837 39837 39837 97459 97459 122062 129729 -7667 -7667 -5512 -2155 59958 60420 -462 -462 -462 RELOCATION DELAY FEES 900099 540000 540000 540000 1647688 39375 -5512 635304 99039 69327 12380 17332 233533 199637 31559 2337 14252 12289 1932 31 25924 21023 3428 1473 45301 19126 25955 220 37050 37050 47587 20092 27265 230 1362 1127 235 12408 12408 5230 4991 239 25388 12588 8955 3845 35935 21341 10210 4384 13183 8882 3009 1292 LUNCHEON, MEETINGS, AND 50876 28238 3291 19347 UTILITIES 23042 16584 4518 1940 PRINTING AND COPYING 18210 16425 560 1225 OFFICE SUPPLIES AND EXP 15112 12255 1999 858 52538 26406 24089 2043 755970 501612 197566 56792 258756 246238 336384 898243 329619 331906 102331 12927 14296 3053973 667479 2318596 2386494 2144579 2227384 8300 8300 5409161 6215192 48400 142616 1552287 1514378 3000 3000 1603687 1659994 X 1483546 1997059 1538185 1767575 783743 790564 3805474 4555198 5409161 6215192 891718 -141994 0 X 0 1 X 1 0 X 577886 531475 750976 893225 978521 3732083 30873 26065 22555 33430 39837 152760 608759 557540 773531 926655 1018358 3884843 214980 129736 200436 316223 386831 1248206 0 214980 129736 200436 316223 386831 1248206 2636637 39647 43496 39130 67140 97459 286872 39647 43496 39130 67140 97459 286872 -36278 -34431 -30113 -16748 -7667 -125237 7745 13500 540000 561245 619873 580105 782548 977047 1648150 4607723 0.57220 0.56870 0.06230 0.05680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 1302820 6821 -43891 58433 1207317 1205390 50000 98592 -51162 1302820 997789 5000 258616 -55965 1205390 867452 162859 -32522 997789 902644 20000 -13713 -41479 867452 0.34520 0.65480 0 0 624715 624715 1731990 375503 1356487 327677 211673 116004 91164 80303 10861 278427 278427 2386494 TENANT DEPOSITS 3000 3000 X 1658116 -141994 22693 -119301 1777417 -129729 -129729 1647688 908392 22693 129729 152422 755970 0 755970 PART III, LINE 1A: ARCHIVAL COLLECTIONS - IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, ARCHIVAL COLLECTIONS PURCHASED AND DONATED ARE NOT CAPITALIZED. AS OF DECEMBER 31, 2015, ARCHIVAL COLLECTIONS ARE COMPRISED OF PHOTOGRAPHS, DOCUMENTS, AND ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PART III, LINE 4: ARCHIVAL COLLECTIONS CONSISTED OF PHOTOGRAPHS, DOCUMENTS AND ARTIFACTS. THE OBJECTIVE OF THE SOCIETY IS TO GATHER, PRESERVE, INTERPRET, AND PRESENT HISTORIC MATERIALS SUPPORTING THE JEWISH PRESENCE IN THE GREATER WASHINGTON AREA. THESE COLLECTIONS SUPPORT THE CONTINUED EXPLORATION OF JEWISH HERITAGE IN THE GREATER WASHINGTON AREA THROUGH THE USE OF EDUCATIONAL EXHIBITIONS AND DEVELOPMENT OF EDUCATIONAL PROGRAMS PROVIDED BY THE SOCIETY. PART V, LINE 4: THE EARNINGS FROM THE ENDOWMENTS ARE INTENDED TO BE USED TO SUPPORT THE COST OF OPERATIONS. IT IS THE POLICY OF THE SOCIETY TO ANNUALLY TRANSFER FIVE PERCENT OF THE AVERAGE FAIR MARKET VALUE OF THE PERMANENTLY RESTRICTED NET ASSETS AND THEIR EARNINGS TO OPERATIONS FOR THE PRECEDING THREE FISCAL YEARS. THESE TRANSFERS ARE MADE UNDER THE ASSUMPTION THAT INVESTMENT EARNINGS, ON AVERAGE, WILL EXCEED THE AMOUNT OF THE TRANSFER. PART X, LINE 2: THE SOCIETY FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE SOCIETY'S TAX POSITIONS AND CONCLUDED THAT THE SOCIETY HAS TAKEN NO UNCERTAIN TAX POSITIONS. FOR THE YEAR ENDED DECEMBER 31, 2015, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL REVENUE ON 990 PART VIII, LINE 6B -129,729. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL REVENUE ON 990 PART VIII, LINE 6B 129,729. X 28 SEE PART II X 8 161582 QUOTED FAIR VALUE PRICE 0 0 0 PART I, COLUMN (B): HISTORICAL TREASURES CONTRIBUTED CONSIST OF MULTIPLE PAPERS, PHOTOGRAPHS, SYNAGOGUE RECORDS, AND OTHER MEMORABILIA WHERE THE VALUE IS INDETERMINABLE. FORM 990, PART III, LINE 1 MISSION - TO EXPLORE THE UNIQUE JEWISH HERITAGE OF WASHINGTON AS A HOMETOWN AND AS THE NATION'S CAPITAL. VISION - WE ARE THE REGION'S FOREMOST DESTINATION AND SOURCE FOR AMERICAN JEWISH HISTORY. WE ENGAGE AND INSPIRE ADULTS AND CHILDREN THROUGH OUR EXHIBITIONS, LANDMARK HISTORIC SYNAGOGUE, PUBLIC PROGRAMS, AND EDUCATIONAL INITIATIVES. WE COLLECT, PRESERVE, AND SHARE MATERIAL CULTURE THAT DOCUMENTS THE STORY OF THE JEWISH COMMUNITY IN THE WASHINGTON, D.C., REGION AS A LENS THROUGH WHICH BROADER NATIONAL AND INTERNATIONAL HISTORY MAY BE EXPLORED. THE VALUES OF THE SOCIETY ARE COMMUNITY, PRESERVATION, LEARNING, INCLUSIVITY, COLLABORATION, AND SUSTAINABILITY. COMMUNITY - AS A HUB OF JEWISH LIFE AND CULTURE IN THE REGION, WE CELEBRATE THE REGION'S JEWISH HERITAGE AND CONTINUITY. WE BUILD AND STRENGTHEN RELATIONSHIPS. PRESERVATION - ENSURING THAT FUTURE GENERATIONS WILL HAVE THE RESOURCES TO EXAMINE AND STUDY THE PAST, WE SAFEGUARD PRIMARY HISTORICAL RESOURCES. LEARNING - EDUCATION IS FUNDAMENTAL TO NURTURING THE HUMAN SPIRIT; WE PROVIDE EXPERIENCES THAT ARE INSTRUCTIVE, ENGAGING, INTERACTIVE, AND FUN. INCLUSIVITY - WE WELCOME ALL BACKGROUNDS, FAITHS, BELIEFS, AND ABILITIES. OUR BROAD AUDIENCE IS ENCOURAGED TO PARTICIPATE AND SHARE THEIR PERSPECTIVES. COLLABORATION - PARTNERSHIPS ARE KEY TO OUR SUCCESS; WE COLLABORATE WITH A BROAD ARRAY OF INDIVIDUALS AND ORGANIZATIONS. SUSTAINABILITY - WE PREPARE FOR THE FUTURE THROUGH MAKING SOUND CHOICES AND UTILIZING FINANCIAL, COMMUNITY, AND ENVIRONMENTAL RESOURCES EFFECTIVELY. HISTORY FOUNDED BY VOLUNTEERS IN 1960, THE JEWISH HISTORICAL SOCIETY OF GREATER WASHINGTON WAS INCORPORATED IN 1965 AS A NONPROFIT ORGANIZATION DEDICATED TO INTERPRETING JEWISH HISTORY IN THE GREATER WASHINGTON AREA. IN 1969, GALVANIZED BY THE PENDING DEMOLITION OF THE OLDEST SYNAGOGUE BUILDING IN THE NATION'S CAPITAL, SOCIETY MEMBERS ARRANGED FOR THE HISTORIC BUILDING TO BE MOVED THREE CITY BLOCKS TO ITS PRESENT LOCATION. AFTER EXTENSIVE RESTORATION, THE SYNAGOGUE WAS REDEDICATED AND OPENED TO THE PUBLIC AS THE LILLIAN & ALBERT SMALL JEWISH MUSEUM IN 1975. IN 2007, THE SOCIETY PURCHASED A BUILDING TO HOUSE ITS FIRST PERMANENT ADMINISTRATIVE OFFICE BUILDING. THE 8,000-SQUARE-FOOT BUILDING, LOCATED AT 701 4TH STREET, NW, IS LOCATED JUST STEPS FROM THE HISTORIC SYNAGOGUE. THIS LOCATION ALSO HOUSES GALLERY SPACE FOR OUTREACH ACTIVITIES AS WELL AS ADMINISTRATIVE OFFICES. FORM 990, PART VI, SECTION A, LINE 2 THERE WERE SEVERAL INSTANCES OF FAMILY RELATIONSHIPS: ALBERT H. SMALL, JR., DIRECTOR, IS THE SON OF ALBERT H. SMALL, HONORARY DIRECTOR, NEPHEW OF CAROLYN ALPER, HONORARY DIRECTOR, AND COUSIN OF RICHARD ALPER, PAST PRESIDENT. RICHARD ALPER, PAST PRESIDENT, IS THE SON OF CAROLYN ALPER, HONORARY DIRECTOR, AND NEPHEW OF ALBERT H. SMALL, HONORARY DIRECTOR. PATRICIA SILVERMAN, SECRETARY, IS COUSIN OF PAST PRESIDENT JIM GOLDBERG. LARRY WISEMAN, DIRECTOR, IS A COUSIN OF PAST PRESIDENT STUART ZUCKERMAN. LAURA APELBAUM, EXECUTIVE DIRECTOR, IS THE DAUGHTER OF HONORARY DIRECTOR SHELDON COHEN. THERE WERE THREE INSTANCES OF BUSINESS RELATIONSHIPS: ADAM RUBINSON AND STUART ZUCKERMAN. MARGERY ELSBERG AND SIDNEY SILVER. TRACY GALLAGHER IS EMPLOYED BY GALLAGHER & ASSOCIATES, WHO IS WORKING ON MUSEUM PROJECT. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY HAS ONE CLASS OF MEMBERSHIP AND THEIR VOTING RIGHTS ALLOW THEM TO VOTE ON THE BOARD OF DIRECTORS AND OFFICERS, APPROVE BYLAWS AND TO CALL SPECIAL MEETINGS OF THE SOCIETY. FORM 990, PART VI, SECTION A, LINE 7A THE SOCIETY MEMBERS VOTE AND ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS PROVIDED TO EACH MEMBER OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN A CONFLICT OF INTEREST DECLARATION AT THE BEGINNING OF THEIR TERM AND EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 AT THE REQUEST OF THE PUBLIC, A PDF VERSION CAN BE SENT VIA EMAIL.