JEWISH WELFARE FUND OF BALTIMORE INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
JEWISH WELFARE FUND OF BALTIMORE INC (EIN 52-6001443)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-07
IRS object ID
201401279349101460
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-05-07T13:38:52-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN420714325EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1100 INTERNATIONAL DRIVE SUITE 1400AddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21202ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN526001443EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JEWISH WELFARE FUND OF BALTIMORE INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone4107274828Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 WEST MOUNT ROYAL AVENUEAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21201ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARK SMOLARZName
TitleCOO/CFOTitle
Phone4107274828Phone
Date Signed2014-05-06DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJAMES P SWEENEY CPAName
PTINP01263012PTIN
Phone4102469300Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY0FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses0TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss0TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss15988ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps15988ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss15988TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps15988TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-15988ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Investments Land Etc BOY15988InvestmentsLandEtcBOY
Total Assets BOY15988TotalAssetsBOY
Total Assets EOY0TotalAssetsEOY
Total Assets EOYFMV0TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY15988UnrestrictedBOY
Unrestricted EOY0UnrestrictedEOY
Total Net Assets BOY15988TotalNetAssetsBOY
Total Net Assets EOY0TotalNetAssetsEOY
Total Liabilities Net Assets BOY15988TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY0TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY15988TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-15988ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal0Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY0TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year10QualifyingDistributionsYear1
Noncharitable Assets Year115748NoncharitableAssetsYear1
Distribution Ratio Year10.000000DistributionRatioYear1
Total Distribution Ratio0.000000TotalDistributionRatio
Average Distribution Ratio0.000000AverageDistributionRatio
Net Noncharitable Assets15748NetNoncharitableAssets
Adjusted Noncharitable Assets0AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One0AdjNonchrtblAssetsAndOnePct
Qualifying Distributions15988QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc1TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMDStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressWWW.ASSOCIATED.ORGWebsiteAddress
Books In Care Of Person NameCONNIE STERNBooksInCareOfPersonName
Books In Care Of Phone Number4103699214BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1101 WEST MOUNT ROYAL AVEAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21201ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (24 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
LAWRENCE M MACKS
101 W MT ROYAL AVEBALTIMOREMD21201PRESIDENT1.50000
CHARLES C BAUM
101 W MT ROYAL AVEBALTIMOREMD21201PRESIDENT-ELECT1.50000
NANCY HACKERMAN
101 W MT ROYAL AVEBALTIMOREMD21201VICE PRESIDENT1.50000
BRUCE HOFFBERGER
101 W MT ROYAL AVEBALTIMOREMD21201TREASURER1.50000
MARC B TERRILL
101 W MT ROYAL AVEBALTIMOREMD21201EXECUTIVE DIRECTOR & SECRETARY1.50000
HOWARD FRIEDMAN
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
LYNN ABESHOUSE
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
LARRY BOLTANSKY
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
HOWARD K COHEN
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
EVAN M GOLDMAN
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
JAY GOULINE
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
DAVID GREENBERG
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
NED HALLE
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
FRITZI K HALLOCK
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
CHARLES JACOBS
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
MARK JOSEPH
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
CHARLES KLEIN
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
DANIEL KLIEN
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
JOSEPH MEYERHOFF II
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
ROBERT C RUSSEL
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
HOWARD ROSEN
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
BRUCE SHOLK
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
MITCHELL WHITEMAN
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
RICHARD WYMAN
101 W MT ROYAL AVEBALTIMOREMD21201DIRECTOR1.50000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1THE JEWISH WELFARE FUND WORKS TO PRESERVE AND ENHANCE JEWISH LIFE. IT ADDRESSES CHARITABLE, EDUCATIONAL, RELIGOUS, HUMANITARIAN, HEALTH, CULTURAL, & SOCIAL NEEDS OF THE JEWISH COMMUNITY LOCALLY, NATIONALLY, IN ISRAEL, AND THROUGHOUT THE WORLD.Description1
Expenses10Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets15988FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets15988TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets15988AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable240CashDeemedCharitable
Net Noncharitable Assets15748NetNoncharitableAssets
Minimum Investment Return787MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return787MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj787DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded787DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted787DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions15988ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions15988QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions15988AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted787DistributableAmountAsAdjusted
Undistributed Income Prior Year787UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions15988QualifyingDistributions
Applied To Year1787AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year787AppliedToCurrentYear
Remaining Distri From Corpus14414RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus14414TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year14414ExcessDistriCyovToNextYear
Excess From Current Year14414ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATED JEWISH CHARITIES OF BALTIMOREBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1101 WEST MOUNT ROYAL AVENUEAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21201ZIPCode
FieldValueIRS element (for citing)
Recipient Foundation StatusPUBLIC CHARITYRecipientFoundationStatus
Purpose Of Grant Or ContributionTO TRANSFER ASSETS DUE TO THE TERMINATION OF JEWISH WELFARE FUND OF BALTIMORE, INC.PurposeOfGrantOrContribution
Amount$15,988Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year15988TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Dissolution Stmt DissolutionStmt

Dissolution Info DissolutionInfo

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATED JEWISH CHARITIES OF BALTIMOREBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1101 WEST MOUNT ROYAL AVENUEAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21201ZIPCode
FieldValueIRS element (for citing)
ExplanationLANDExplanation
Dissolution$15,988DissolutionAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
StatementTHE JEWISH WELFARE FUND OF BALTIMORE HAS DISTRIBUTED ALL OF ITS REMAINING ASSETS TO THE ASSOCIATED JEWISH CHARITIES OF BALTIMORE, A RELATED 501(C)(3) ORGANIZATION, ON JUNE 30, 2013.Statement

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