JEWISH FEDERATION OF GREATER HARTFORD: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF GREATER HARTFORD (EIN 06-0655482)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-03-22
IRS object ID
201310819349300106
Schema version
2011v1.5
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)
Timestamp2013-03-22T09:34:18-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN221478099EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1180 GLASTONBURY BOULEVARDAddressLine1
CityGLASTONBURYCity
StateCTState
ZIP Code06033ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN060655482EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF GREATER HARTFORDBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone8602324483Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 BLOOMFIELD AVENUEAddressLine1
CityWEST HARTFORDCity
StateCTState
ZIP Code06117ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCATHRINE F SCHWARTZName
TitlePRESIDENT & CEOTitle
Phone8602324483Phone
Date Signed2013-03-20DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
PTINP00852868PTIN
Phone8606333000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonCATHRINE F SCHWARTZNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1333 BLOOMFIELD AVENUEAddressLine1
CityWEST HARTFORDCity
StateCTState
ZIP Code06117ZIPCode
FieldValueIRS element (for citing)
Gross Receipts5062415GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.JEWISHHARTFORD.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1945YearFormation
State Legal DomicileCTStateLegalDomicile
Activity Or Mission DescriptionTHE 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body25NbrVotingMembersGoverningBody
Nbr Independent Voting Members24NbrIndependentVotingMembers
Total Nbr Employees32TotalNbrEmployees
Total Nbr Volunteers420TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year6231123ContributionsGrantsPriorYear
Contributions Grants Current Year4925522ContributionsGrantsCurrentYear
Program Service Revenue Prior Year125711ProgramServiceRevenuePriorYear
Program Service Revenue CY135016ProgramServiceRevenueCY
Investment Income Prior Year3302InvestmentIncomePriorYear
Investment Income Current Year1877InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year6360136TotalRevenuePriorYear
Total Revenue Current Year5062415TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year3504947GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY2761620GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1598429SalariesEtcPriorYear
Salaries Etc Current Year1570213SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year621935TotalFundrsngExpCurrentYear
Other Expense Prior Year1185222OtherExpensePriorYear
Other Expenses Current Year913369OtherExpensesCurrentYear
Total Expenses Prior Year6288598TotalExpensesPriorYear
Total Expenses Current Year5245202TotalExpensesCurrentYear
Revenues Less Expenses Prior Year71538RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-182787RevenuesLessExpensesCY
Total Assets BOY10595991TotalAssetsBOY
Total Assets EOY9949767TotalAssetsEOY
Total Liabilities BOY3756661TotalLiabilitiesBOY
Total Liabilities EOY3274254TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY6839330NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY6675513NetAssetsOrFundBalancesEOY
Mission DescriptionTO 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense4244591Expense
Grants2761620Grants
Revenue135016Revenue
DescriptionSUPPORT 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.Description
Total Program Service Expense4244591TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109624NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees32NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members25NbrVotingGoverningBodyMembers
Number Independent Voting Members24NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1CHERYL WOLMERBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number8602324483TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1333 BLOOMFIELD AVENUEAddressLine1
CityWEST HARTFORDCity
StateCTState
ZIP Code06117ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (28 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
CATHRINE F SCHWARTZ
PRESIDENT AND CEO40.00XX209614018065
LISA FISHMAN
VICE CHAIR5.00XX000
LEIGH A NEWMAN
CHAIR EMERITUS1.00XX000
JUDITH SCHLOSSBERG
CHAIR OF THE BOARD5.00XX000
ROBERT YASS
FIRST VICE CHAIR5.00XX000
RAYMOND S WEINSTEIN
DIRECTOR0.50X000
JUDITH K RESNICK
SECRETARY0.50XX000
TED FICHTENHOLTZ
DIRECTOR0.50X000
JEFFREY STEINBERG
DIRECTOR0.50X000
ETHAN GOLDMAN
TREASURER0.50XX000
JULIE SPIVAK
DIRECTOR0.50X000
RANDI PIAKER
DIRECTOR0.50X000
DR SIDNEY ULREICH
DIRECTOR0.50X000
ARNOLD C GREENBERG
DIRECTOR0.50X000
JONI HARRIS
DIRECTOR0.50X000
CARY LAKENBACH
DIRECTOR0.50X000
ALAN ROSENBERG
DIRECTOR0.50X000
LAURI MILLER
DIRECTOR0.50X000
BRAD MONDSCHEIN
VICE CHAIR0.50XX000
HENRY M ZACHS
DIRECTOR5.00X000
JUDITH ROSENTHAL
VICE CHAIR5.00XX000
ALAN NATHAN
ASSISTANT TREASURER0.50XX000
ANNE MARTHA PITEGOFF
ASSISTANT TREASURER1.00XX000
DAVID MILLER
DIRECTOR0.50X000
ALLISON SHELL
DIRECTOR0.50X000
CHERYL WOLMER
VP AND CFO40.00X73402014714
ELIZABETH APPLEMAN
VP OF DEVELOPMENT40.00X109077016367
STEPHEN BAYER
SR VP & CHIEF PROGRAM OFFI40.00X2291809604
FieldValueIRS element (for citing)
Total Reportable Comp From Org415011TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation58750TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions4925522AllOtherContributions
Noncash Contributions832685NoncashContributions
Total Contributions4925522TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
LITERACY AND EDUCATION6117109182391823
COMMISSION ON JEWISH E6117104319343193
FieldValueIRS element (for citing)
Total Program Service Revenue135016TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1877TotalRevenueColumn
Exclusion$1,877ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column5062415TotalRevenueColumn
Related Or Exempt Function Income135016RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,877ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total2729120Total
Program Services2729120ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total32500Total
Program Services32500ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total492792Total
Program Services281876ProgramServices
Management And General79820ManagementAndGeneral
Fundraising131096Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total803626Total
Program Services484261ProgramServices
Management And General104343ManagementAndGeneral
Fundraising215022Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total46327Total
Program Services26499ProgramServices
Management And General7504ManagementAndGeneral
Fundraising12324Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total130123Total
Program Services73012ProgramServices
Management And General27556ManagementAndGeneral
Fundraising29555Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total97345Total
Program Services55681ProgramServices
Management And General15767ManagementAndGeneral
Fundraising25897Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total11080Total
Management And General11080ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total22250Total
Management And General22250ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total41112Total
Program Services28778ProgramServices
Management And General2056ManagementAndGeneral
Fundraising10278Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total26693Total
Program Services8485ProgramServices
Management And General4823ManagementAndGeneral
Fundraising13385Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total103819Total
Program Services45242ProgramServices
Management And General26555ManagementAndGeneral
Fundraising32022Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total10806Total
Program Services3709ProgramServices
Management And General300ManagementAndGeneral
Fundraising6797Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total11861Total
Program Services11861ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total266855Total
Program Services120085ProgramServices
Management And General72051ManagementAndGeneral
Fundraising74719Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total7288Total
Program Services3280ProgramServices
Management And General1968ManagementAndGeneral
Fundraising2040Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesFundraisingFundraisingManagement And GeneralManagementAndGeneral
PROGRAM EXPENSES148483148483
BAD DEBT EXP127425127425
DIRECT CAMPAIGN EXPENSE602912713033161
DATA PROCESSING234187728145191171

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total51988Total
Program Services29436ProgramServices
Management And General1432ManagementAndGeneral
Fundraising21120Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total5245202Total
Program Services4244591ProgramServices
Management And General378676ManagementAndGeneral
Fundraising621935Fundraising
FieldValueIRS element (for citing)
Joint CostsXJointCosts

Total Joint Costs TotalJointCosts

FieldValueIRS element (for citing)
Total910606Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising910606Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1313853BOY
EOY1223727EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY2489149BOY
EOY2397527EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY75354BOY
EOY83697EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis7866556LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec2183346LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY5941326BOY
EOY5683210EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY411188BOY
EOY4200EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY365121BOY
EOY557406EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY10595991BOY
EOY9949767EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY103120BOY
EOY157083EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY3218337BOY
EOY2863839EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY292086BOY
EOY140425EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY143118BOY
EOY112907EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3756661BOY
EOY3274254EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY5839523BOY
EOY5640337EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY999807BOY
EOY1035176EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6839330BOY
EOY6675513EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY10595991BOY
EOY9949767EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-182787ReconcilationRevenueExpenses
Reconcilation Other Changes18970ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7122522CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5925753CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5318136CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year6231123CurrentTaxYearMinus1Year
Current Tax Year4925522CurrentTaxYear
Total29523056Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7122522CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5925753CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5318136CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year6231123CurrentTaxYearMinus1Year
Current Tax Year4925522CurrentTaxYear
Total29523056Total
FieldValueIRS element (for citing)
Public Support Total17029523056PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years35391CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years16350CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5628CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3302CurrentTaxYearMinus1Year
Current Tax Year1877CurrentTaxYear
Total62548Total
FieldValueIRS element (for citing)
Total Support29585604TotalSupport
Public Support Pertcentage1700.99790PublicSupportPertcentage170
Public Support Pertcent Prior Year0.93190PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis7202867OtherCostOrOtherBasis
Depreciation1576692Depreciation
Book Value5626175BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis663689OtherCostOrOtherBasis
Depreciation606654Depreciation
Book Value57035BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings5683210TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
OTHER RECEIVABLES332141
ASSETS HELD IN CHARITABLE REMAINDER TRUSTS146143
DEFERRED COMPENSATION TRUST79122
FieldValueIRS element (for citing)
Total Book Value Other Assets557406TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
OTHER LIABILITIES$106,897
LIABILITY UNDER CRT$6,010
FieldValueIRS element (for citing)
Total Of Amounts112907TotalOfAmounts
Total Revenue5062415TotalRevenue
Total Expenses5245202TotalExpenses
Excess Or Deficit For Year-182787ExcessOrDeficitForYear
Other$18,970OtherAmount
Total Adjustments18970TotalAdjustments
Excess Or Deficit Per FS-163817ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt5081385TotRevenueEtcAuditedFinclStmt
Other Revenues18970OtherRevenues
Revenue Not Rptd F99018970RevenueNotRptdF990
Revenue Subtotal5062415RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9905062415TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt5245202TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal5245202ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9905245202TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:THE FEDERATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2012. THE FEDERATION'S FEDERAL INFORMATION AND STATE RETURNS PRIOR TO FISCAL YEAR 2009 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAWS AND NEW AUTHORITATIVE RULINGS.
PART XI, LINE 8 - OTHER ADJUSTMENTS:CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 18,970.
PART XII, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 18,970.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (50 entries)

EIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
ASSOCIATION OF JEWISH CEMETERIES
060655482501C(3)73550TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
BETH ISRAEL
060692758501C(3)900TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
BIRTHRIGHT ISRAEL
134092050501C(3)25000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
CAMPERSHIP PROGRAM ONE HAPPY CAMPER
060655482501C(3)21600TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
CHAI CENTER - FARMINGTON VALLEY
060662142501C(3)20000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
CRT NUTRITION SITES
060795640501C(3)6000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
HEBREW ACADEMY OF GREATER HARTFORD - EARLY CHILDHOOD
060665199501C(3)15000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
HEBREW ACADEMY OF GREATER HARTFORD - K THROUGH 8
060665199501C(3)134000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
HEBREW ACADEMY OF GREATER HARTFORD - 8TH GRADE ISRAEL TRIP
060665199501C(3)5000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
HEBREW HIGH SCHOOL OF NEW ENGLAND - LANGUAGE AND ISRAEL
061455973501C(3)12500TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
(no name)
TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
HEBREW HIGH SCHOOL OF NEW ENGLAND - JUDAICS
061455973501C(3)30000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
HEBREW HIGH SCHOOL OF NEW ENGLAND - MECHINA
061455973501C(3)18000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
HEBREW HOME AND HOSPITAL - JEWISH VALUES
060646672501C(3)86000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
HEBREW HOME AND HOSPITAL - PASTORAL CARE
060646672501C(3)40000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
ISRAEL PROGRAMMING
060655482501C(3)25000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH ASSOCIATION FOR COMMUNITY LIVING
061068312501C(3)16000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH FAMILY SERVICES OF GREATER HARTFORD - RENT SUBSIDY
060653062501C(3)13169TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH FAMILY SERVICES OF GREATER HARTFORD - HOLOCAUST PROGRAM
060653062501C(3)23000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH FAMILY SERVICES OF GREATER HARTFORD - JETS
060653062501C(3)10000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH FAMILY SERVICES OF GREATER HARTFORD - VOLUNTEER PROGRAM
060653062501C(3)16000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH FAMILY SERVICES OF GREATER HARTFORD - KOSHER FOOD PANTRY
060653062501C(3)18000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH FAMILY SERVICES OF GREATER HARTFORD - OLDER ADULT SERVICES
060653062501C(3)151000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH FAMILY SERVICES OF GREATER HARTFORD - SPECIAL NEEDS PROGRAMMING
060653062501C(3)29300TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH FEDERATION ASSOCIATION OF CONNECTICUT
066002641501C(3)31275TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD
061217339501C(3)9000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD - RENT SUBSIDY
061217339501C(3)8517TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
KOL HAVERIM - 92ND ST Y SIMULCAST
222586288501C(3)2250TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MANCHESTER ADVISORY
060797859501C(3)17000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MANDELL JEWISH COMMUNITY CENTER - CAMP & YOUTH
060662142501C(3)75000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MANDELL JEWISH COMMUNITY CENTER - EARLY CHILDHOOD
060662142501C(3)60000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MANDELL JEWISH COMMUNITY CENTER - FAMILY PROGRAMS
060662142501C(3)96000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MANDELL JEWISH COMMUNITY CENTER - JEWISH ARTS & CULTURE
060662142501C(3)58500TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MANDELL JEWISH COMMUNITY CENTER - SENIORS
060662142501C(3)29000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MANDELL JEWISH COMMUNITY CENTER - SPECIAL NEEDS
060662142501C(3)8000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MIKVEH BESS ISRAEL
411416330501C(3)1500TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
SOLOMON SCHECHTER DAY SCHOOL - JEWISH DAY SCHOOL SCHOLARSHIPS
060873657501C(3)156025TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
SOLOMON SCHECHTER DAY SCHOOL - JEWISH EARLY CHILDHOOD EDUCATION
060873657501C(3)41250TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
TRAVEL TO ISRAEL
060655482501C(3)11000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
TRINITY COLLEGE HILLEL - SHABBAT & JEWISH HOLIDAYS
060646927501C(3)3150TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
UNIVERSITY OF CONNECTICUT HILLEL - SHABBAT & JEWISH HOLIDAYS
066071635501C(3)15750TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
UNIVERSITY OF CONNECTICUT HILLEL - JUDIAC STUDIES
066071635501C(3)5000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
UNIVERSITY OF HARTFORD HILLEL - STUDENT LEADERSHIP DEVELOPMENT
066068500501C(3)27900TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
UNIVERSITY OF HARTFORD HILLEL - HOLIDAY CELEBRATIONS
066068500501C(3)9000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
(no name)
TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
YACHAD GREATER HARTFORD COMMUNITY HIGH SCHOOL - RISHON
061329245501C(3)11700TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
YACHAD GREATER HARTFORD COMMUNITY HIGH SCHOOL - SCHOLARS
061329245501C(3)3000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
YACHAD GREATER HARTFORD COMMUNITY HIGH SCHOOL - CENTRAL
061329245501C(3)30000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
YACHAD GREATER HARTFORD COMMUNITY HIGH SCHOOL - WITHOUT WALLS
061329245501C(3)7800TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
THE JEWISH FEDERATION OF NORTH AMERICA
131624240501C(3)551749TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantHEXAGRAM SCHOLARSHIPSTypeOfGrant
Number Of Recipients6NumberOfRecipients
Amount Of Cash Grant32500AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
GRANTS TO ORGANIZATIONSTHE 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 ENSURE THAT MONIES ARE BEING USED WISELY.
GRANTS TO INDIVIDUALSTHE FEDERATION AWARDED SCHOLARSHIPS TO INDIVIDUALS WHO MET CERTAIN CRITERIA. THIS PROGRAM HAS BEEN DISCONTINUED SO THERE ARE NO NEW SCHOLARSHIPS. ONLY PREVIOUS AWARDED SCHOLARSHIPS ARE BEING PAID. PROGRESS IS MONITORED AND THE SCHOLARSHIPS ARE PAID DIRECTLY TO THE INSTITUTION.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonCATHRINE F SCHWARTZNamePerson
Base Compensation Filing Org202000BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org7614OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org18065DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org227679TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
PART I, LINE 1ATHE 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 DEFERRED COMPENSATION PLAN FOR CATHRINE SCHWARTZ, PRESIDENT. THE CONTRIBUTIONS TO THE PLAN FOR THE YEAR ENDED JUNE 30, 2012 WAS $10,000.

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (8 entries)

RelationshipRelationshipDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
JUDITH SCHLOSSBERG
CHAIRCHAIR OF THE FEDERATION AND BOARD MEMBER OF ALL THE ORGANIZATION'S WHICH RECEIVE ALLOCATIONS FROM THE FEDERATION.0
LISA FISHMAN
BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATIONS.BOARD MEMBER OF THE FEDERATION, THE SOLOMON SCHECHTER DAY SCHOOL, THE JEWISH COMMUNITY RELATIONS COUNCIL, AND THE COMMISSION ON JEWISH EDUCATION AND LEADERSHIP OF WHICH RECEIVE ALLOCATIONS FROM THE FEDERATION.0
JUDITH RESNICK
BOARD MEMBER OF THE FEDERATION RELATED TO OFFICER AT RELATED ORGANIZATIONBOARD MEMBER OF THE FEDERATION WHO'S 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 ORGANIZATIONBOARD 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 ORGANIZATIONBOARD MEMBER OF HILLELS OF TRINITY, UCONN AND UNIVERSITY OF HARTFORD WHICH ALL RECEIVE ALLOCATIONS FROM THE FEDERATION.0
JUDITH ROSENTHAL
BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATIONBOARD MEMBER OF OF HEBREW HOME AND HEALTHCARE WHICH RECEIVES ALLOCATIONS FROM THE FEDERATION.0
BRAD MONDSCHEIN
BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATIONBOARD 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 ORGANIZATIONBOARD MEMBER OF HILLEL OF UCONN WHICH RECEIVES ALLOCATIONS FROM THE FEDERATION.0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions48NumberOfContributions
Noncash Contribs Rptd F990832685NoncashContribsRptdF990
Method Of Determining RevenuesSTOCK PROCEEDSMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used1ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierTHIRD PARTY USE:Identifier
Return ReferencePART I, LINE 32B:ReturnReference
ExplanationTHE ORGANIZATION MAINTAINS ACCOUNTS WITH VARIOUS FINANCIAL INSTITUTIONS WHICH ARE USED TO LIQUIDATE DONATED SECURITIES.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11THE 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 12CEVERY 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 15THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND TOP MANAGEMENT IS DETERMINED BY THE BOARD BASED ON RESEARCH AND ANALYSIS OF SIMILAR ORGANIZATION'S AND OTHER REGIONAL NON-PROFIT'S COMPENSATION OF COMPARABLE EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19INFORMATION REGARDING GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS IS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 5:CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 18,970. TOTAL TO FORM 990, PART XI, LINE 5: 18,970.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XII, LINE 2CTHE ORGANIZTION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.

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