2015-05-14T13:39:52-05:00 2014-06-30 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02904 990 2013-07-01 050259003 JEWISH FEDERATION FOUNDATION OF GREATER RHODE ISLAND JEWI 4014214111 401 ELMGROVE AVENUE PROVIDENCE RI 02906 JEFFREY K SAVIT PRESIDENT/CEO 4014214111 2015-05-12 1 DEBORAH A HOPKINS P00167843 4012742001 2013 2016-04-25 22:37:26Z JEFFREY K SAVIT 401 ELMGROVE AVENUE PROVIDENCE RI 02906 17043093 0 X WWW.JEWISHALLIANCERI.ORG X 1945 RI TO PROMOTE GENERAL JEWISH WELFARE THROUGH THE SUPPORT OF JEWISH CHARITABLE, CULTURAL, AND RELIGIOUS ORGANIZATIONS AND TO ASSIST IN COMMUNAL ACTIVITIES. TO SUPPORT THE MISSION OF THE JEWISH ALLIANCE OF GREATER RHODE ISLAND. 18 18 0 100 -2912 -2912 1249420 9044556 0 0 2380342 4007049 5867 0 3635629 13051605 2992965 2717368 0 0 0 0 0 0 86183 505542 553270 3498507 3270638 137122 9780967 47550478 60925534 6731095 7653898 40819383 53271636 X TO SUPPORT THE MISSION OF ITS SOLE CORPORATE MEMBER, JEWISH ALLIANCE OF GREATER RHODE ISLAND (A 501(C)(3) TAX EXEMPT ORGANIZATION), AND TO ENHANCE THE QUALITY OF JEWISH LIFE IN THE GREATER RHODE ISLAND COMMUNITY AND WORLDWIDE THROUGH EDUCATIONAL, CHARITABLE, SOCIAL SERVICE, CULTURAL, RELIGIOUS AND RECREATIONAL ENDEAVORS. 0 0 2937331 2717368 THE FOUNDATION PROMOTES GENERAL JEWISH WELFARE THROUGH THE SUPPORT OF JEWISH CHARITABLE, CULTURAL AND RELIGIOUS ORGANIZATIONS AND ASSISTS IN COMMUNAL ACTIVITIES. THE FOUNDATION SUPPORTS ITS SOLE CORPORATE MEMBER, JEWISH ALLIANCE OF GREATER RHODE ISLAND, ALONG WITH OTHER COMMUNITY ORGANIZATIONS. 2937331 1 1 0 0 0 1 0 0 1 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 1 1 1 CJ VI 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X X JEFFREY K SAVIT 4014214111 401 ELMGROVE AVENUE PROVIDENCE RI 02906 JAY ROSENSTEIN CHAIR OF THE BOARD 1.50 0.50 X X 0 0 0 MINDY WACHTENHEIM VICE CHAIR OF THE BOARD 0.50 X X 0 0 0 STEVEN SHALANSKY TREASURER 0.50 0.50 X X 0 0 0 MELVIN G ALPERIN DIRECTOR 0.50 0.50 X 0 0 0 DIANE DUCOFF DIRECTOR 0.50 X 0 0 0 H JACK FEIBELMAN DIRECTOR 0.50 X 0 0 0 MARK FEINSTEIN DIRECTOR 0.50 0.50 X 0 0 0 SUSAN FROEHLICH DIRECTOR 0.50 0.50 X 0 0 0 SHARON GAINES DIRECTOR 0.50 4.00 X 0 0 0 DAVID M HIRSCH DIRECTOR 0.50 X 0 0 0 MARILYN KAPLAN DIRECTOR 0.50 X 0 0 0 RICHARD A LICHT DIRECTOR 0.50 0.50 X 0 0 0 RALPH POSNER DIRECTOR 0.50 0.50 X 0 0 0 DAVID SHEER DIRECTOR 0.50 X 0 0 0 ROBERT SHERWIN DIRECTOR 1.50 0.50 X 0 0 0 MATHEW SHUSTER DIRECTOR 0.50 X 0 0 0 HERBERT STERN DIRECTOR 0.50 X 0 0 0 CHERYL GREENFIELD TEVEROW DIRECTOR 0.50 0.50 X 0 0 0 JEFFREY K SAVIT PRESIDENT/CEO 8.00 32.00 X 0 215400 3589 MANUEL DAROSA CHIEF FINANCIAL OFFICER 30.00 10.00 X 0 112364 8855 MINNA ELLISON SENIOR VICE PRESIDENT 2.00 38.00 X 0 133075 9219 EDWARD BRUCKNER VICE PRESIDENT, FIN'L RESOURCE DEVELOP. 20.00 20.00 X 0 132422 0 0 593261 21663 0 0 1 0 0 9044556 493050 9044556 1030774 -2912 1033686 6967763 3991488 2976275 2976275 2976275 13051605 0 -2912 4009961 2664093 2664093 53275 53275 25000 25000 176076 176076 695 695 6727 2691 4036 6317 3717 92 2508 2500 2500 16000 14952 588 460 35 35 20 20 SHARED PERSONNEL COSTS 315520 191227 45266 79027 SPECIAL EVENTS 2181 2181 PROFESSIONAL DEVELOPMEN 2057 1845 80 132 SUBSCRIPTIONS AND DUES 120 120 22 22 3270638 2937331 247124 86183 26219 43442 212325 1334 36594 1882 8382 1300 1300 1300 25119253 35992281 22054999 24704934 133166 138601 47550478 60925534 27350 41789 4648110 6164503 2055635 1447606 6731095 7653898 X 31301581 34622935 1810559 3481982 7707243 15166719 40819383 53271636 47550478 60925534 X 9780967 4031377 -1360091 X X 0 1 X 1 0 X X X X 0 0 0 JEWISH ALLIANCE OF GREATER RHODE ISLAND 274127671 7 1 1 1 1610863 1 1610863 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 127 602342 1015505 18471573 1 1 0 1 X 11452984 19327219 4539783 1535225 246278 33538483 10368493 660543 1308532 381172 386793 116619 11452984 10747327 118600 151346 316991 223972 107817 10368493 9017089 811049 1845706 582958 224308 119251 10747327 7330572 1317189 914154 234500 206021 104305 9017089 0.51870 0.10380 0.37750 0 0 1300 1300 1300 FOREIGN BONDS 1646647 F LIMITED PARTNERSHIPS & LIMITED LIABILITY COMPANIES 23058287 F 24704934 LIABILITY UNDER SPLIT INTEREST AGREEMENTS 1185093 DUE TO JEWISH ALLIANCE OF GREATER RI 262513 1447606 X PART IV, LINE 2B: THE ORGANIZATION HOLDS FUNDS AS AGENT FOR OTHER COMMUNAL ENTITIES AND FOLLOWS THE REQUIREMENTS OF FASB ASC 958, "TRANSFERS OF ASSETS TO A NOT-FOR-PROFIT ORGANIZATION OR CHARITABLE TRUST THAT RAISES OR HOLDS CONTRIBUTIONS FOR OTHERS". THIS STATEMENT ESTABLISHES STANDARDS FOR TRANSACTIONS IN WHICH A COMMUNITY FOUNDATION ACCEPTS A CONTRIBUTION FROM A DONOR AND AGREES TO TRANSFER THOSE ASSETS, THE RETURN ON INVESTMENT OF THOSE ASSETS OR BOTH TO ANOTHER ENTITY THAT IS SPECIFIED BY THE DONOR. THIS STATEMENT SPECIFICALLY REQUIRES THAT IF A NOT-FOR-PROFIT ORGANIZATION (NPO) ESTABLISHES A FUND AT A COMMUNITY FOUNDATION WITH ITS OWN FUNDS AND SPECIFIES ITSELF AS THE BENEFICIARY OF THAT FUND, THE COMMUNITY FOUNDATION MUST ACCOUNT FOR THE TRANSFER OF SUCH ASSETS AS A LIABILITY. THE ORGANIZATION REFERS TO SUCH FUNDS AS FUNDS HELD AS AGENT FOR OTHER COMMUNAL ENTITIES. THE ORGANIZATION MAINTAINS LEGAL OWNERSHIP OF THESE ENDOWMENT FUNDS AND AS SUCH CONTINUES TO REPORT THE FUNDS AS ASSETS OF THE ORGANIZATION. IN ACCORDANCE WITH FASB ASC 958, A LIABILITY HAS BEEN ESTABLISHED FOR THE FAIR VALUE OF THE FUNDS. PART V, LINE 4: THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE AS FOLLOWS: 1) PROFESSIONAL DEVELOPMENT OF JEWISH COMMUNAL PROFESSIONALS IN RHODE ISLAND. 2) SUPPORT OF THE JEWISH ALLIANCE OF GREATER RHODE ISLAND'S ANNUAL CAMPAIGN. 3) SUPPORT OF THE JEWISH COMMUNITY'S CULTURAL, ARTISTIC, AND EDUCATIONAL PROGRAMS. 4) SUBSIDIZE TRAVEL TO ISRAEL BY STUDENTS, TEENS AND YOUNG ADULTS. 5) PAYMENTS OF THE ORGANIZATION'S UNEMPLOYMENT CLAIMS, AND 6) SUPPORT OF THE URI HILLEL. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE FEDERAL AND STATE LEVELS. THE FOUNDATION ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX AND IRS FORM 990-T - EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2011, 2012, AND 2013 ARE SUBJECT TO EXAMINATION BY THE IRS. THE FOUNDATION CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. PART V, LINE 1B DURING THE YEAR, IT WAS DETERMINED THAT ADDITIONAL UNRESTRICTED FUNDS WERE FUNCTIONING AS ENDOWMENT. SUCH AMOUNTS WERE NOT NEW CONTRIBUTIONS TO THE ORGANIZATIONS, BUT ARE INCLUDED WITH CONTRIBUTIONS TO THE ENDOWMENT. ACTUAL NEW CONTRIBUTIONS CONSISTED OF $7,519,165. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 8143877 0 0 0 0 0 0 8143877 0 8143877 0 0 0 1 1 0 PART I, LINE 3, COLUMN F THE FOUNDATION IS AN INVESTOR IN THE FOLLOWING TWO INVESTMENTS: ARCHSTONE ABSOLUTE RETURN STRATEGIES FUND, LTD., A LIMITED LIABIITY COMPANY/HEDGE FUND UNDER THE PROVISIONS OF THE COMPANIES LAW OF THE CAYMAN ISLANDS. BOOK VALUE OF THIS INVESTMENT AS OF JUNE 30, 2014 IS $4,144,172. NO TRANSFERS TO THE FUND WERE MADE DURING THE TAX YEAR. BARLOW PARTNERS OFFSHORE LIMITED, A PROFESSIONAL FUND WITHIN THE MEANING OF THE BRITISH VIRGIN ISLANDS SECURITIES AND INVESTMENT BUSINESS ACT, 2010, AS AMENDED. BOOK VALUE OF THIS INVESTMENT AS OF JUNE 30, 2014 IS $3,999,705. NO TRANSFERS TO THE FUND WERE MADE DURING THE TAX YEAR. PART IV, LINES 1, 4 & 5 FOREIGN FORMS - THE FOUNDATION INVESTS IN FOREIGN PARTNERSHIPS THROUGH VARIOUS DOMESTIC PARTNERSHIPS. NONE OF THE ACTIVITY MEETS THE FILING REQUIREMENTS FOR FORMS 926, 8621 OR 8865. 1 AMERCIAN JOINT DISTRIBUTION COMMITTEE INC 711 THIRD AVENUE 10TH FLOOR NEW YORK NY 10017 131656634 501(C)(3) 60000 GENERAL OPERATIONS AMOS HOUSE 415 FRIENDSHIP STREET PROVIDENCE RI 02907 050387218 501(C)(3) 11000 GENERAL OPERATIONS BROWN HILLEL FOUNDATION 80 BROWN STREET PROVIDENCE RI 02906 050258809 501(C)(3) 5875 GENERAL OPERATIONS CAMP JORI 1065 WORDENS POND ROAD WAKEFIELD RI 02880 050268612 501(C)(3) 73471 GENERAL OPERATIONS CENTRAL FUND OF ISRAEL 980 SIXTH AVENUE NEW YORK NY 10018 132992985 501(C)(3) 19800 GENERAL OPERATIONS CHABAD LUBAVITHCH OF GREENWICH 75 MASON STREET GREENWICH CT 06830 223616874 501(C)(3) 18600 GENERAL OPERATIONS CITY YEAR 77 EDDY STREET 2ND FLOOR PROVIDENCE RI 02903 222882549 501(C)(3) 5000 GENERAL OPERATIONS CONGREGATION AGUDAS ACHIM 901 NORTH MAIN STREET ATTLEBORO MA 02703 422675103 501(C)(3) 43207 AGENCY ENDOWMENT WITHDRAWALS CONGREGATION BETH SHOLOM 275 CAMP STREET PROVIDENCE RI 02906 050271585 501(C)(3) 9300 GENERAL OPERATIONS FJC--A FOUNDATION OF DONOR ADVISED FUNDS 520 EIGHT AVENUE 20TH FLOOR NEW YORK NY 10018 133848582 501(C)(3) 50000 GENERAL OPERATIONS GIRLS LEADERSHIP INSTITUTE INC 155 FILBERT STREET 245 OAKLAND CA 94607 331207431 501(C)(3) 5000 GENERAL OPERATIONS HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC 50 WEST 58TH ST NEW YORK NY 10101 131656651 501(C)(3) 6937 GENERAL OPERATIONS HAMPTON CLASSIC HORSE SHOW INC PO BOX 3013 BRIDGEHAMPTON NY 01932 112597077 501(C)(3) 5000 GENERAL OPERATIONS HEBREW UNION COLLEGE 3077 UNIVERSITY AVENUE LOS ANGELES CA 90007 310537067 501(C)(3) 5680 GENERAL OPERATIONS HOLOCAUST EDUCATION & RESOURCE CENTER OF RHODE ISLAND 401 ELMGROVE AVENUE PROVIDENCE RI 02906 050483511 501(C)(3) 62427 AGENCY ENDOWMENT WITHDRAWALS HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE AT URI 6 FRATERNITY CIRCLE KINGSTON RI 02881 056019148 501(C)(3) 12773 GENERAL OPERATIONS JEWISH ALLIANCE OF GREATER RHODE ISLAND 401 ELMGROVE AVENUE PROVIDENCE RI 02906 274127671 501(C)(3) 1430272 GENERAL OPERATIONS JEWISH ALLIANCE OF GREATER RHODE ISLAND 401 ELMGROVE AVENUE PROVIDENCE RI 02906 274127671 501(C)(3) 112500 DEBT SERVICE SUBSIDY JEWISH ALLIANCE OF GREATER RHODE ISLAND 401 ELMGROVE AVENUE PROVIDENCE RI 02906 274127671 501(C)(3) 68091 CAPITAL IMPROVEMENTS JEWISH COMMUNAL FUND 575 MADISON AVENUE SUITE 703 NEW YORK NY 10021 237174183 501(C)(3) 50000 GENERAL OPERATIONS JEWISH DAY SCHOOL OF PROVIDENCE 85 TAFT AVENUE PROVIDENCE RI 02906 453007322 501(C)(3) 107570 GENERAL OPERATIONS JEWISH DAY SCHOOL OF PROVIDENCE 85 TAFT AVENUE PROVIDENCE RI 02906 453007322 501(C)(3) 53953 AGENCY ENDOWMENT WITHDRAWALS JEWISH FAMILY SERVICE 959 NORTH MAIN STREET PROVIDENCE RI 02904 050258888 501(C)(3) 6365 GENERAL OPERATIONS JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)(3) 10000 GENERAL OPERATIONS JEWISH FEDERATION OF PALM BEACH COUNTY INC 4601 COMMUNITY DRIVE WEST PALM BEACH FL 33417 590948696 501(C)(3) 11500 GENERAL OPERATIONS JEWISH SENIORS AGENCY 100 NIANTIC AVENUE PROVIDENCE RI 02907 050258889 501(C)(3) 35892 GENERAL OPERATIONS JEWISH THEOLOGICAL SEMINARY OF AMERICA 3080 BROADWAY NEW YORK NY 10027 130887640 501(C)(3) 5100 GENERAL OPERATIONS MAKE-A-WISH FOUNDATION 20 HEMINGWAY DRIVE EAST PROVIDENCE RI 02915 222867371 501(C)(3) 5500 GENERAL OPERATIONS MIRIAM HOSPITAL FOUNDATION BOX H ANNEX STATION PROVIDENCE RI 02901 050377502 501(C)(3) 13219 GENERAL OPERATIONS PROVIDENCE HEBREW DAY SCHOOL 450 ELMGROVE AVENUE PROVIDENCE RI 02906 050271953 501(C)(3) 45022 AGENCY ENDOWMENT WITHDRAWALS RHODE ISLAND FOUNDATION ONE UNION STATION PROVIDENCE RI 02903 222604963 501(C)(3) 10200 GENERAL OPERATIONS RHODE ISLAND JEWISH HISTORICAL ASSOCIATON 130 SESSIONS STREET PROVIDENCE RI 02906 056015436 501(C)(3) 28500 AGENCY ENDOWMENT WITHDRAWALS SOCIAL VENTURE PARTNERS RHODE ISLAND 460 HARRIS AVENUE 303 PROVIDENCE RI 02908 260163730 501(C)(3) 7500 GENERAL OPERATIONS TAMARISK ASSISTED LIVING 3 SHALOM DRIVE WARWICK RI 02885 030475508 501(C)(3) 12509 GENERAL OPERATIONS TEMPLE BETH-EL 70 ORCHARD AVENUE PROVIDENCE RI 02906 050264805 501(C)(3) 8150 GENERAL OPERATIONS TEMPLE EMANU-EL 99 TAFT AVENUE PROVIDENCE RI 02906 050259273 501(C)(3) 49236 GENERAL OPERATIONS TRUSTEES OF DARTMOUTH COLLEGE TUCK SCHOOL OF BUSINESS 100 TUCK HALL HANOVER NH 03755 020222111 501(C)(3) 13000 GENERAL OPERATIONS TRUSTEES OF PHILLIPS ACADEMY 180 MAIN STREET ANDOVER MA 01810 042103579 501(C)(3) 25000 GENERAL OPERATIONS 35 SCHOLARSHIPS 34 53275 PART I, LINE 2: THERE ARE 4 TYPES OF GRANTS THAT WE MAKE. THE FOLLOWING DESCRIBES OUR PROCEDURES IN MONITORING THE USE OF THE DIFFERENT GRANT FUNDS DISBURSED: GRANTS FROM OUR UNRESTRICTED ENDOWMENT INCOME: THESE GRANTS ARE PAID ON A REIMBURSEMENT BASIS. ONCE THE RECIPIENT NONPROFIT ORGANIZATION EXPENDS ITS FUNDS FOR THE ITEMS APPROVED IN THEIR GRANT APPLICATION, THEY SUBMIT REIMBURSEMENT REQUESTS WITH SUPPORTING DOCUMENTATION. AFTER REVIEWING THE DOCUMENTATION AND REVIEWING OUTCOMES OF THE GRANTS, REIMBURSEMENT IS MADE TO THE RECIPIENT NONPROFIT ORGANIZATION. GRANTS FROM DONOR ADVISED FUNDS: AFTER VERIFYING THAT DONOR RECOMMENDATIONS ARE TO RECOGNIZED US NONPROFIT ORGANIZATIONS, WE ISSUE CHECKS TO THE INDICATED NONPROFIT ORGANIZATION. IN OUR CHECK TRANSMITTAL WE INDICATE THAT BY ACCEPTING THE CHECK, THE NONPROFIT ENTITY IS CERTIFYING THAT (I) NO TANGIBLE BENEFIT, GOODS, OR SERVICES ARE BEING RECEIVED BY ANY INDIVIDUAL OR ENTITY CONNECTED WITH THE DONOR ADVISED GRANT AND (II) THE GRANT WILL NOT BE USED TO SATISFY THE PAYMENT OF ANY PLEDGE OR OTHER PERSONAL FINANCIAL OBLIGATION. GRANTS FOR SCHOLARSHIPS: SCHOLARSHIPS ARE AWARDED BY VARIOUS SELECTION COMMITTEES. A NUMBER OF SCHOLARSHIPS ARE AWARDED BY A SELECTION COMMITTEE OF THE JEWISH ALLIANCE OF GREATER RHODE ISLAND. ALL SCHOLARSHIPS ARE AWARDED ON AN OBJECTIVE NONDISCRIMINATORY BASIS BASED ON PRE-ESTABLISHED CRITERIA. THE SCHOLARSHIPS ARE MONITORED TO ENSURE THAT THEY ARE USED FOR THE INTENDED PURPOSE. GRANTS FROM RESTRICTED ENDOWMENT FUNDS: GRANTS FROM RESTRICTED ENDOWMENT FUNDS ARE MADE IN ACCORDANCE WITH THE UNDERLYING FUND AGREEMENTS AND OUR ORGANIZATION'S SPENDING POLICY FOR RESTRICTED FUNDS. AFTER THE AMOUNT TO BE GRANTED FROM EACH RESTRICTED ENDOWMENT FUND IS COMPUTED, WE VERIFY THAT THE NONPROFIT ORGANIZATION NAMED IN THE UNDERLYING FUND AGREEMENT IS STILL IN EXISTENCE AND, IF APPLICABLE, THAT THIS ORGANIZATION IS STILL OPERATING THE PROGRAM SPECIFIED IN THE UNDERLYING FUND AGREEMENT. ONCE THESE ITEMS ARE ASCERTAINED TO OUR SATISFACTION, A DISBURSEMENT IS MADE TO THE NONPROFIT ORGANIZATION. SCHEDULE F RELATED ACTIVITY THE JEWISH FEDERATION FOUNDATION OF GREATER RHODE ISLAND REPORTS GRANTS ON SCHEDULE I TO THE FOLLOWING 501(C)(3) DOMESTIC US CHARITIES: JEWISH FEDERATIONS OF NORTH AMERICA, AMERICAN JOINT DISTRIBUTION COMMITTEE, INC., CENTRAL FUND OF ISRAEL AND JEWISH COMMUNAL FUND. GRANTS PAID TO THESE ORGANIZATIONS MAY BE TRANSFERRED FROM THESE ORGANIZATIONS TO OUTSIDE THE UNITED STATES. EACH ORGANIZATION FILES A SEPARATE FORM 990 AND DETAILED SCHEDULE F. 0 0 0 0 0 0 0 0 0 JEFFREY K SAVIT PRESIDENT/CEO 0 195400 0 20000 0 0 0 2925 0 664 0 218989 0 0 PART I, LINE 3 THE INDIVIDUALS LISTED ON SCHEDULE J ARE COMPENSATED BY A RELATED ORGANIZATION, THE JEWISH ALLIANCE OF GREATER RHODE ISLAND, A 501(C)(3) CORPORATION AND THE SOLE CORPORATE MEMBER OF THE FOUNDATION. THE JEWISH ALLIANCE OF GREATER RHODE ISLAND USES ALL OF THE METHODS LISTED IN PART I, LINE 3 TO ESTABLISH THE COMPENSATION OF ITS PRESIDENT/CEO. X 16 493050 AVG. HIGH / LOW PRICE 0 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES INDEPENDENT BROKERAGE FIRMS TO SELL THE PUBLICLY TRADED SECURITIES THAT IT RECEIVES. FORM 990, PART VI, SECTION A, LINE 2 MELVIN G. ALPERIN (DIRECTOR) AND DAVID M. HIRSCH (DIRECTOR) ARE BROTHERS-IN-LAW. FORM 990, PART VI, SECTION A, LINE 6 AS OF JANUARY 1, 2011, THE JEWISH ALLIANCE OF GREATER RHODE ISLAND IS THE SOLE CORPORATE MEMBER OF THIS ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE JEWISH ALLIANCE OF GREATER RHODE ISLAND ELECTS THE MEMBERS OF THIS ORGANIZATION'S GOVERNING BODY. ALL THE DECISIONS OF THE GOVERNING BOARD OF THIS ORGANIZATION ARE SUBJECT TO APPROVAL BY THE JEWISH ALLIANCE OF GREATER RHODE ISLAND. FORM 990, PART VI, SECTION A, LINE 7B ALL THE DECISIONS OF THE GOVERNING BOARD OF THIS ORGANIZATION ARE SUBJECT TO APPROVAL BY THE JEWISH ALLIANCE OF GREATER RHODE ISLAND. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS OF THE JEWISH ALLIANCE OF GREATER RHODE ISLAND (THE SOLE CORPORATE MEMBER OF THIS ORGANIZATION) APPOINTED ITS FINANCE COMMITTEE TO THOROUGHLY REVIEW THIS ORGANIZATION'S FORM 990. A COPY OF THE FINAL VERSION OF FORM 990 WAS PROVIDED TO EVERY BOARD MEMBER BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, OFFICERS AND DIRECTORS ARE REQUIRED TO REVIEW THE WRITTEN CONFLICT OF INTEREST POLICY AND PROVIDE THE ORGANIZATION WITH A SIGNED STATEMENT DISCLOSING ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS OR DISCLOSING THAT THEY HAVE NO INTERESTS THAT WOULD GIVE RISE TO CONFLICTS. THE ORGANIZATION RETAINS THE SIGNED STATEMENTS AND THE SECRETARY MONITORS COMPLIANCE WITH THIS POLICY. CONFLICTS ARE PERIODICALLY REPORTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE ORGANIZATION'S OFFICE - 401 ELMGROVE AVENUE, PROVIDENCE, RI 02906. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 156,302. FASB 136 REVERSALS - NET INVESTMENT RETURN -811,025. FASB 136 REVERSAL - GIFTS -983,406. FASB 136 REVERSAL - GRANTS MADE 233,108. FASB 136 REVERSAL - MISCELLANEOUS INCOME 44,930. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S RESULTS WERE INCLUDED IN CONSOLIDATED INDEPENDENT AUDITED FINANCIAL STATEMENTS FOR THIS TAX YEAR. THE JEWISH ALLIANCE OF GREATER RHODE ISLAND (THE SOLE CORPORATE MEMBER OF THIS ORGANIZATION) HAS AN AUDIT COMMITTEE CONSISTING OF 3 MEMBERS. THIS COMMITTEE SELECTS OUR AUDITORS, REVIEWS THE FINANCIAL STATEMENTS AND ACTS UPON ANY FINDINGS OR RECOMMENDATIONS BROUGHT FORTH BY THE AUDITORS. JEWISH ALLIANCE OF GREATER RHODE ISLAND 401 ELMGROVE AVE PROVIDENCE RI 02906 274127671 TO ENHANCE THE QUALITY OF JEWISH LIFE IN THE GREATER RI COMMUNITY RI 501(C)(3) LINE 7 0 ALLIANCE REALTY INC 401 ELMGROVE AVE PROVIDENCE RI 02906 454292097 TITLE HOLDING COMPANY RI 501(C)(2) 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 JEWISH ALLIANCE OF GREATER RHODE ISLAND B 1610863 COST JEWISH ALLIANCE OF GREATER RHODE ISLAND E 262513 COST JEWISH ALLIANCE OF GREATER RHODE ISLAND O 315520 COST JEWISH ALLIANCE OF GREATER RHODE ISLAND P 128373 COST ALLIANCE REALTY INC D 2290796 YEAR-END VALUE