2014-02-14T10:42:56-06:00 2013-06-30 221478099 COHNREZNICK LLP 180 GLASTONBURY BOULEVARD GLASTONBURY CT 06033 990 2012-07-01 060655482 JEWISH FEDERATION OF GREATER HARTFORD JEWI 8602324483 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 CATHRINE F SCHWARTZ 8602324483 2014-02-12 1 PAUL BALLASY P00852868 8606333000 2012 2015-11-30 17:44:51Z CATHRINE F SCHWARTZ 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 4659250 0 X WWW.JEWISHHARTFORD.ORG X 1945 CT THE MISSION OF THE FEDERATION IS TO ENHANCE, BUILD AND PERPETUATE JEWISH LIFE IN GREATER HARTFORD, IN ISRAEL AND AROUND THE WORLD. THE FEDERATION RAISES FUNDS TO SUPPORT JEWISH PROGRAMS AND SERVICES. 25 24 34 420 0 0 4925522 4565321 135016 92460 1877 1469 0 0 5062415 4659250 2761620 2694497 0 0 1570213 1503618 0 0 645913 913369 815297 5245202 5013412 -182787 -354162 9949767 9349033 3274254 2983023 6675513 6366010 TO BE THE CENTRAL JEWISH COMMUNITY ORGANIZATION IN THE GREATER HARTFORD AREA FOR SOLICITING, COLLECTING, ALLOCATING, COORDINATING AND DISTRIBUTING FUNDS RECEIVED FROM ITS CONTRIBUTORS FOR THE PURPOSES OF PRESERVING AND ENRICHING THE JEWISH COMMUNITY. 0 0 4078041 2694497 92460 SUPPORT OF LOCAL, NATIONAL AND OVERSEAS JEWISH PHILANTHROPIC AGENCIES; AND TO ENHANCE, BUILD AND PERPETUATE JEWISH LIFE IN GREATER HARTFORD, IN ISRAEL, AND AROUND THE WORLD. 4078041 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 16 0 1 34 1 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X CHERYL WOLMER 8602324483 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 CATHRINE F SCHWARTZ 40.00 X X 209614 0 18138 LEIGH A NEWMAN 1.00 X X 0 0 0 JUDITH SCHLOSSBERG 5.00 X X 0 0 0 ROBERT YASS 5.00 X X 0 0 0 BRAD MONDSCHEIN 0.50 X X 0 0 0 ANN PAVA 0.50 X X 0 0 0 ERIC M ZACHS 0.50 X X 0 0 0 RAYMOND S WEINSTEIN 0.50 X 0 0 0 JUDITH K RESNICK 0.50 X X 0 0 0 TED FICHTENHOLTZ 0.50 X 0 0 0 ETHAN GOLDMAN 0.50 X X 0 0 0 LAURIE MANDELL 0.50 X 0 0 0 JULIE SPIVAK 0.50 X 0 0 0 RANDI PIAKER 0.50 X 0 0 0 JODI SCHWARTZ 0.50 X 0 0 0 CYRAL SHELDON 0.50 X 0 0 0 DR SIDNEY ULREICH 0.50 X 0 0 0 CARY LAKENBACH 0.50 X 0 0 0 ALAN ROSENBERG 0.50 X 0 0 0 LAURI MILLER 0.50 X 0 0 0 HENRY M ZACHS 5.00 X 0 0 0 ALAN NATHAN 0.50 X X 0 0 0 ANNE MARTHA PITEGOFF 1.00 X X 0 0 0 DAVID MILLER 0.50 X 0 0 0 ALLISON SHELL 0.50 X 0 0 0 CHERYL WOLMER 40.00 X 76112 0 24830 ELIZABETH APPLEMAN 40.00 X 109503 0 24449 STEPHEN BAYER 20.00 X 22730 0 21625 417959 0 89042 2 0 1 0 UNITED STATES CEMETERY SERVICE LLC 309 PANE ROAD NEWINGTON CT 06111 CEMETERY MAINTENANCE 101760 1 4565321 488107 4565321 LITERACY AND EDUCATION 611710 67778 67778 COMMISSION ON JEWISH E 611710 24682 24682 92460 1469 1469 4659250 92460 0 1469 2624497 2624497 70000 70000 523612 311302 65701 146609 802659 447263 130757 224639 25192 14977 3161 7054 57706 19510 24361 13835 94449 56153 11851 26445 22700 22700 43283 32462 10821 32543 13953 1396 17194 84596 54141 6768 23687 19979 7353 136 12490 4771 4771 258810 165639 20704 72467 7549 4831 604 2114 PROGRAM EXPENSES 170482 170482 DIRECT CAMPAIGN EXPENSE 96526 43437 53089 DATA PROCESSING 25723 8489 1286 15948 CREDIT CARD FEES 21900 10950 10950 26435 17831 33 8571 5013412 4078041 289458 645913 X 868082 0 0 868082 1223727 1039562 2397527 2218757 83697 122039 7912640 2442156 5683210 5470484 4200 5200 557406 492991 9949767 9349033 157083 146002 2863839 2674826 140425 32079 112907 130116 3274254 2983023 X 5640337 5757713 1035176 608297 6675513 6366010 9949767 9349033 X -354162 44659 X X 0 1 X 1 0 X 5925753 5318136 6231123 4925522 4657781 27058315 5925753 5318136 6231123 4925522 4657781 27058315 27058315 16350 5628 3302 1877 1469 28626 27086941 0.99890 0.99790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7202867 1813576 5389291 709773 628580 81193 5470484 OTHER RECEIVABLES 204217 ASSETS HELD IN CHARITABLE REMAINDER TRUSTS 187302 DEFERRED COMPENSATION TRUST 101472 492991 OTHER LIABILITIES 127606 LIABILITY UNDER CRT 2510 130116 X 4703909 44659 44659 4659250 0 4659250 5013412 0 5013412 0 5013412 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FEDERATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2013. THE FEDERATION'S FEDERAL INFORMATION AND STATE RETURNS PRIOR TO FISCAL YEAR 2010 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAWS AND NEW AUTHORITATIVE RULINGS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 44,659. 1 ASSOCIATION OF JEWISH CEMETERIES 060655482 501C(3) 80375 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY BETH ISRAEL 060692758 501C(3) 2000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY BIRTHRIGHT ISRAEL 134092050 501C(3) 20000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY CAMPERSHIP PROGRAM ONE HAPPY CAMPER 060655482 501C(3) 21600 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY CHAI CENTER - FARMINGTON VALLEY 060662142 501C(3) 20000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY CRT NUTRITION SITES 060795640 501C(3) 5000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW ACADEMY OF GREATER HARTFORD - EARLY CHILDHOOD 060665199 501C(3) 13500 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW ACADEMY OF GREATER HARTFORD - K THROUGH 8 060665199 501C(3) 112500 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW HIGH SCHOOL OF NEW ENGLAND - LANGUAGE AND ISRAEL 061455973 501C(3) 12500 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW HIGH SCHOOL OF NEW ENGLAND - JUDAICS 061455973 501C(3) 25000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW HIGH SCHOOL OF NEW ENGLAND - MECHINA 061455973 501C(3) 20000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW HIGH SCHOOL OF NEW ENGLAND - RECRUITMENT AND MARKETING 061455973 501C(3) 20000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW HOME AND HOSPITAL - JEWISH VALUES 060646672 501C(3) 86000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW HOME AND HOSPITAL - PASTORAL CARE 060646672 501C(3) 40000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY ISRAEL PROGRAMMING 060655482 501C(3) 25000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH ASSOCIATION FOR COMMUNITY LIVING 061068312 501C(3) 16000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - RENT SUBSIDY 060653062 501C(3) 25169 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - HOLOCAUST PROGRAM 060653062 501C(3) 20000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - JETS 060653062 501C(3) 8000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - VOLUNTEER PROGRAM 060653062 501C(3) 14000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - KOSHER FOOD PANTRY 060653062 501C(3) 16000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - OLDER ADULT SERVICES 060653062 501C(3) 140000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - SPECIAL NEEDS PROGRAMMING 060653062 501C(3) 27300 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FEDERATION OF GREATER HARTFORD - STAVIS LEADERSHIP 060653062 501C(3) 24000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FEDERATION ASSOCIATION OF CONNECTICUT 066002641 501C(3) 31275 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD 061217339 501C(3) 9000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD - RENT SUBSIDY 061217339 501C(3) 8517 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY KOL HAVERIM - 92ND ST Y SIMULCAST 222586288 501C(3) 2500 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANCHESTER ADVISORY 060797859 501C(3) 17000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - CAMP & YOUTH 060662142 501C(3) 65000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - EARLY CHILDHOOD 060662142 501C(3) 45000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - ISRAEL PROGRAMMING 060662142 501C(3) 25000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - JEWISH ARTS & CULTURE 060662142 501C(3) 55000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - PJ LIBRARY 060662142 501C(3) 55000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - SENIORS 060662142 501C(3) 23000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - SPECIAL NEEDS 060662142 501C(3) 6000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MIKVEH BESS ISRAEL 411416330 501C(3) 1500 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MOISHE HOUSE 262599786 501C(3) 18700 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY SOLOMON SCHECHTER DAY SCHOOL - JEWISH DAY SCHOOL SCHOLARSHIPS 060873657 501C(3) 135000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY SOLOMON SCHECHTER DAY SCHOOL - JEWISH EARLY CHILDHOOD EDUCATION 060873657 501C(3) 37125 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY TRAVEL TO ISRAEL 060655482 501C(3) 11000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY TRINITY COLLEGE HILLEL - SHABBAT & JEWISH HOLIDAYS 060646927 501C(3) 3150 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY UNIVERSITY OF CONNECTICUT HILLEL - SHABBAT & JEWISH HOLIDAYS 066071635 501C(3) 15750 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY UNIVERSITY OF CONNECTICUT HILLEL - JUDIAC STUDIES 066071635 501C(3) 5000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY UNIVERSITY OF HARTFORD HILLEL - STUDENT LEADERSHIP DEVELOPMENT 066068500 501C(3) 15000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY UNIVERSITY OF HARTFORD HILLEL - HOLIDAY CELEBRATIONS 066068500 501C(3) 15000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY YACHAD GREATER HARTFORD COMMUNITY HIGH SCHOOL - RISHON 061329245 501C(3) 10000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY YACHAD GREATER HARTFORD COMMUNITY HIGH SCHOOL - SCHOLARS 061329245 501C(3) 3000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY YACHAD GREATER HARTFORD COMMUNITY HIGH SCHOOL - CENTRAL 061329245 501C(3) 27000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY YACHAD GREATER HARTFORD COMMUNITY HIGH SCHOOL - WITHOUT WALLS 061329245 501C(3) 10000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY THE JEWISH FEDERATION OF NORTH AMERICA 131624240 501C(3) 565042 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEXAGRAM SCHOLARSHIPS 7 53125 GRANTS TO ORGANIZATIONS THE FEDERATION MONITORS THE ALLOCATIONS GIVEN TO THE AGENCIES AND PROGRAMS BY DOING A MID-YEAR AND END OF YEAR EVALUATION FOR BOTH QUALITATIVE AND QUANTITATIVE FACTORS TO MONITOR THAT FUNDS ARE USED FOR SPECIFIED PURPOSES. GRANTS TO INDIVIDUALS THE FEDERATION AWARDED SCHOLARSHIPS TO INDIVIDUALS WHO MET CERTAIN CRITERIA. PROGRESS IS MONITORED AND THE SCHOLARSHIPS ARE PAID DIRECTLY TO THE INSTITUTION. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 CATHRINE F SCHWARTZ 202000 0 0 0 7614 0 18138 0 0 0 227752 0 0 0 PART I, LINE 1A THE TRAVEL FOR COMPANIONS AND SOCIAL CLUB IS SPELLED OUT IN THE PRESIDENT'S CONTRACT AND STATES FOR THE CLUB, THE PRESIDENT WILL BE COVERED BY MEMBERSHIPS TO TUMBLEBROOK COUNTRY CLUB AND TO THE MANDELL JEWISH COMMUNITY CENTER. THESE MEMBERSHIPS WILL BE HELD IN THE NAME OF THE FEDERATION BUT WILL PROVIDE THE PRESIDENT WITH THE PRIVILEGES AT THE CLUB AND CENTER. THE PRESIDENT USES THE PRIVILEGES FOR PROFESSIONAL PURPOSES ONLY. FOR TRAVEL THE CONTRACT STATES THAT UPON APPROVAL OF THE CHAIRMAN OF THE BOARD, THE FEDERATION WILL REIMBURSE THE PRESIDENT FOR EXPENSES PERTAINING TO THE PRESIDENT'S SPOUSE IN CONNECTION WITH ATTENDANCE WITH THE PRESIDENT AT NO MORE THAN TWO CONFERENCES OR ASSEMBLIES PER YEAR, ATTENDANCE WITH THE PRESIDENT AT LOCAL FEDERATION ACTIVITIES TO WHICH SPOUSES ARE GENERALLY INVITED AND ACCOMPANYING THE PRESIDENT ON AN ANNUAL MISSION TO ISRAEL, PROVIDED THE OTHER PERSONS IN ATTENDANCE ARE GENERALLY TRAVELING WITH THEIR SPOUSES. THE PRESIDENT HAS NOT MADE USE OF THESE TRAVEL BENEFITS. THE FEDERATION MAINTAINS A PLAN UNDER IRS CODE SECTION 457(D) FOR CATHRINE SCHWARTZ, PRESIDENT. THE CONTRIBUTIONS TO THE PLAN FOR THE YEAR ENDED JUNE 30, 2013 WAS $10,100. JUDITH SCHLOSSBERG CHAIR CHAIR OF THE FEDERATION AND BOARD MEMBER OF ALL THE ORGANIZATIONS' WHICH RECEIVE ALLOCATIONS FROM THE FEDERATION. 0 ANN PAVA BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATIONS. BOARD MEMBER OF THE FEDERATION, THE SOLOMON SCHECHTER DAY SCHOOL, BESS & PAUL SIGEL HEBREW ACADEMY AND THE HEBREW HIGH SCHOOL OF NEW ENGLAND ALL OF WHICH RECEIVE ALLOCATIONS FROM THE FEDERATION. 0 JUDITH RESNICK BOARD MEMBER OF THE FEDERATION RELATED TO OFFICER AT RELATED ORGANIZATION BOARD MEMBER OF THE FEDERATION WHOSE SPOUSE IS THE CFO OF THE MANDELL JEWISH COMMUNITY CENTER WHICH RECEIVES AN ALLOCATION FROM THE FEDERATION. 0 ROBERT YASS BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATION BOARD MEMBER OF THE FEDERATION AND OF THE JEWISH COMMUNITY RELATIONS COUNCIL WHICH RECEIVES AN ALLOCATION FROM THE FEDERATION. 0 HENRY ZACHS BOARD MEMBER OF THE FEDERATION AND CHAIR OF RELATED ORGANIZATION BOARD MEMBER OF HILLELS OF TRINITY, UCONN AND UNIVERSITY OF HARTFORD WHICH ALL RECEIVE ALLOCATIONS FROM THE FEDERATION. 0 DAVID MILLER BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATION CHAIR OF THE JEWISH COMMUNITY FOUNDATION. THE FOUNDATION HOLDS AND INVESTS FUNDS ON BEHALF OF THE JEWISH FEDERATION. IN ADDITION, THE JEWISH COMMUNITY FOUNDATION WILL AWARD AND DISTRIBUTE GRANTS TO THE JEWISH FEDERATION. THE JEWISH FEDERATION WILL ALSO SEND MONEY TO THE FOUNDATION. 0 BRAD MONDSCHEIN BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATION BOARD MEMBER OF THE FEDERATION AND OF THE JEWISH COMMUNITY RELATIONS COUNCIL WHICH RECEIVES AN ALLOCATION FROM THE FEDERATION. 0 LAURI MILLER BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATION BOARD MEMBER OF HILLEL OF UCONN WHICH RECEIVES ALLOCATIONS FROM THE FEDERATION. SPOUSE OF ANOTHER BOARD MEMBER WHO IS THE CHAIR OF THE JEWISH COMMUNITY FOUNDATION. 0 JODI SCHWARTZ BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATION BOARD MEMBER OF SOLOMON SCHECTER DAY SCHOOL WHICH RECEIVED ALLOCATIONS FROM THE FEDERATION. 0 X 51 488107 STOCK PROCEEDS 0 0 1 THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION MAINTAINS ACCOUNTS WITH VARIOUS FINANCIAL INSTITUTIONS WHICH ARE USED TO LIQUIDATE DONATED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE WHO IS CHARGED BY THE BOARD TO REVIEW THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EVERY DIRECTOR, TRUSTEE, COMMITTEE MEMBER OR SENIOR STAFF EMPLOYEE SHALL ANNUALLY SUBMIT A CONFLICT OF INTEREST FORM TO DISCLOSE ANY DIRECT OR INDIRECT CONFLICT OF INTEREST. IF A CONFLICT APPEARS TO EXIST, THE CHAIR WITH THE CONSENT OF THE BOARD MAY WAIVE SUCH CONFLICT OR DETERMINE ITS RESOLUTION. THE RESOLUTION SHALL BE RECORDED IN THE MINUTES OF THE DECIDING BODY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND TOP MANAGEMENT IS DETERMINED BY THE BOARD BASED ON RESEARCH AND ANALYSIS OF SIMILAR ORGANIZATIONS' AND OTHER REGIONAL NON-PROFITS' COMPENSATION OF COMPARABLE EMPLOYEES. ALSO INCLUDED IN THE PROCESS ARE PERFORMANCE EVALUATIONS. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION REGARDING GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS IS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 44,659. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES TO THE ORGANIZATION'S OVERSIGNT OR SELECTION PROCESS DURING THE TAX YEAR.