2013-05-14T12:09:21-05:00 2012-06-30 560570567 DAVENPORT MARVIN JOYCE & CO LLP 703 GREEN VALLEY ROAD SUITE 201 GREENSBORO NC 27408 990 2011-07-01 237107693 GREENSBORO JEWISH FEDERATION GREE 3368525433 5509-C W FRIENDLY AVENUE GREENSBORO NC 274104211 MARILYN CHANDLER 3368525433 2013-05-14 1 STACY M WEST CPA P00452212 3362759886 2011 2016-02-24 21:20:13Z MARILYN CHANDLER 5509-C W FRIENDLY AVENUE GREENSBORO NC 274104211 3625321 0 X WWW.SHALOMGREENSBORO.ORG X 1940 NC TO PROMOTE THE WELFARE OF THE JEWISH PEOPLE, TO SERVE AS A SAFEGUARD OF THEIR RELIGIOUS FREEDOM AND CIVIL RIGHTS, AND TO RESPOND TO THEIR PHILANTHROPIC, CULTURAL, AND EDUCATIONAL NEEDS LOCALLY, NATIONALLY, AND INTERNATIONALLY. 52 51 24 1000 -11337 -11337 2349609 2247594 479806 356108 1269000 1025280 -13977 -3968 4084438 3625014 3458084 2233249 0 0 830201 580527 0 0 168358 802640 1035636 5090925 3849412 -1006487 -224398 24503499 23078608 1123229 1128036 23380270 21950572 X THE GREENSBORO JEWISH FEDERATION BUILDS COMMUNITY AMONG THE JEWISH PEOPLE OF GREENSBORO, ASSURING CONTINUITY FROM GENERATION TO GENERATION. RECOGNIZING THAT EACH JEW IS RESPONSIBLE, ONE FOR ANOTHER, THE FEDERATION PROMOTES THE WELFARE OF THE JEWISH PEOPLE IN OUR COMMUNITY, IN ISRAEL AND WORLDWIDE. THE FEDERATION ACCOMPLISHES ITS MISSION BY: DEVELOPING JEWISH EDUCATIONAL AND CULTURAL ACTIVITIES. PROMOTING AN UNDERSTANDING OF JEWISH CULTURE AND CONCERNS. FOSTERING COOPERATION AND EFFECTIVENESS OF EXISTING JEWISH ORGANIZATIONS. DEVELOPING HUMAN AND FINANCIAL RESOURCES TO MEET JEWISH NEEDS. BUILDING A STRONG RELATIONSHIP WITH OUR COMMUNITY-AT-LARGE. 0 0 249592 5400 29082 JEWISH FAMILY SERVICES - OUR MISSION IS TO PROMOTE POSITIVE SOCIAL FUNCTIONING OF INDIVIDUALS AND FAMILIES AND SUPPORTS AND STRENGTHENS JEWISH FAMILY AND COMMUNITY LIFE. JEWISH FAMILY SERVICES, A CONSTITUENT AGENCY OF THE GREENSBORO JEWISH FEDERATION, IS ROOTED IN JEWISH VALUES AND IN THE COMMUNITYS OBLIGATION TO SUPPORT BASIC HUMAN NEEDS AND ASSIST ITS MEMBERS IN THE JEWISH TRADITION OF HELPING PEOPLE TO HELP THEMSELVES.PROGRAMS INCLUDE SENIOR PROGRAM INFORMATION AND REFERRALS, CLINICAL SERVICES, CASE MANAGEMENT, VOLUNTEER SERVICES, JFS EMPLOYMENT INITIATIVES, MITZVAH DAY, EMERGENCY CLIENT ASSISTANCE, CAMP SCHOLARSHIPS, JACKIE W AND LOTTIE K SAMET ISRAEL EXPERIENCE FUND, JEWISH EDUCATIONAL LOAN FUND, JEWISH FAMILY LIFE EDUCATION. JEWISH FAMILY SERVICES PROVIDES HOLIDAY LUNCHEONS TO APPROXIMATELY 140 INDIVIDUALS(2LUNCHES SERVING 280 PEOPLE, ABOUT 140 PER LUNCHEON), 110 GIFTS AT EACH HOLIDAY(CHANUKAH, ROSH HASHANAH, PURIM & PASSOVER), AN EXERCISE PROGRAM AVERAGING 4 PARTICIPANTS PER CLASS, VAN TRANSPORTATION, 26 FRIENDLY VISITORS, AND YIDDISH CLUB WITH 6 REGULARLY ATTENDING MEMBERS. CONGREGATIONAL NURSE CAN ASSIST WITH EDUCATION REGARDING HEALTH AND WELLNESS ISSUES AND SEES ABOUT 150 PEOPLE PER YEAR. 809 REFERRALS WERE MADE DURING FISCAL 2011/2012. 27 GOODWILL VOUCHERS WERE GIVEN TO 13 FAMILIES, THE FOOD PANTRY WAS USED BY 21 FAMILIES, AND FOOD VOUCHERS WERE PROVIDED TO 32 FAMILIES. ASSISTANCE PROVIDED TO 51 FAMILIES. 443619 45750 38360 GREENSBORO JEWISH FEDERATION PROGRAMMING. TO DEVELOP JEWISH EDUCATIONAL AND CULTURAL ACTIVITIES, PROMOTE AN UNDERSTANDING OF JEWISH CULTURE AND CONCERNS, FOSTER COOPERATION AND EFFECTIVENESS OF EXISTING JEWISH ORGANIZATIONS, DEVELOP HUMAN AND FINANCIAL RESOURCES TO MEET JEWISH NEEDS, AND BUILD A STRONG RELATIONSHIP WITH OUR COMMUNITY-AT-LARGE. 2194639 2182099 288666 THE JEWISH FOUNDATION OF GREENSBORO IS A CONSTITUENT AGENCY OF THE GREENSBORO JEWISH FEDERATION. THE FOUNDATION IS A PRIMARY, TRUSTED AND EXPERT RESOUCE FOR PLANNED GIVING AND ENDOWMENTS. THE FOUNDATION ENGAGES, EDUCATES AND INSPIRES DONORS TO CREATE ONGOING RESOURCES FOR CHARITABLE, RELIGIOUS, COMMUNITY AND EDUCATIONAL NEEDS. 2887850 1 1 0 0 0 1 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 1 13 0 1 24 1 1 1 0 0 0 0 0 0 0 X 52 51 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MARILYN CHANDLER 3368525433 5509-C W FRIENDLY AVENUE GREENSBORO NC 274104211 ADELMAN JAMES 1.00 X 0 0 0 BERKELHAMMER MICHAEL 1.00 X 0 0 0 BERNSTEIN GAIL 1.00 X 0 0 0 BIGELMAN MICHELLE 1.00 X 0 0 0 BLUETHENTHAL JOANNE 1.00 X 0 0 0 BRENNER FRANK 1.00 X 0 0 0 BRENNER NANCY 1.00 X 0 0 0 BROD ANDREW 1.00 X 0 0 0 COHEN JOHN 1.00 X 0 0 0 COLCHAMIRO HARVEY 1.00 X 0 0 0 DANIELS KEVIN 1.00 X 0 0 0 DICKSTEIN SHERRY 1.00 X 0 0 0 DREW GLEN 1.00 X 0 0 0 ELLSWEIG KIM 1.00 X 0 0 0 FISCHER GARY 1.00 X 0 0 0 GAUSS ARI 1.00 X 0 0 0 GOLDENBERG MARC 1.00 X 0 0 0 GOULD KAREN 1.00 X 0 0 0 GREEN RONALD 1.00 X 0 0 0 GRONER JUDY 1.00 X 0 0 0 GUTTERMAN BERNARD 1.00 X 0 0 0 GUTTERMAN DAVID 1.00 X 0 0 0 GUTTMAN RABBI FRED 1.00 X 0 0 0 HAVIVI RABBI ELIEZER 1.00 X 0 0 0 HYMAN ANITA 1.00 X 0 0 0 ISAACSON MARC 1.00 X 0 0 0 JACOBS SARA 1.00 X 0 0 0 JACOBSON ALBERT 1.00 X 0 0 0 KAPLAN LEONARD J 1.00 X 0 0 0 KAPLAN RANDALL 1.00 X 0 0 0 KOREN RABBI ANDREW 1.00 X 0 0 0 KRANZ EMILY 1.00 X 0 0 0 KRUSCH MICHAEL 1.00 X 0 0 0 LAVIETES ROBERT 1.00 X 0 0 0 LEBAUER JOSLIN 1.00 X 0 0 0 LIEBLING JOEL 1.00 X 0 0 0 LUTINS NEIL 1.00 X 0 0 0 MANNING KATHY 1.00 X 0 0 0 MANNING PATSY 1.00 X 0 0 0 MEDOFF JEFF 1.00 X 0 0 0 MEZER LOIS 1.00 X 0 0 0 MILLER DEBBY 1.00 X 0 0 0 MILSTEIN RONALD 1.00 X 0 0 0 PINSKER JERROLD 1.00 X 0 0 0 ROBINSON SUSAN 1.00 X 0 0 0 ROSEN ERIN 1.00 X 0 0 0 SAPERSTEIN SARA LEE 1.00 X 0 0 0 SLOAN THOMAS 1.00 X 0 0 0 STRASSER AARON 1.00 X 0 0 0 STRASSER JEN 1.00 X 0 0 0 THURM TAMMI 1.00 X X 0 0 0 TUCK LESLYE 1.00 X 0 0 0 BERNSTEIN PEGGY 1.00 X 0 0 0 BOMBART STEVE 1.00 X 0 0 0 CONE ROBERT 1.00 X 0 0 0 CONE TOM 1.00 X 0 0 0 GLAZMAN JON 1.00 X 0 0 0 GOLDSTEIN MICAH 1.00 X 0 0 0 KAISER JENNY 1.00 X 0 0 0 MOFF DAVID 1.00 X 0 0 0 ROSEN KEITH 1.00 X 0 0 0 SAMET ARTHUR 1.00 X 0 0 0 SHAVITZ STEPHEN 1.00 X 0 0 0 SIMMONS SUSAN 1.00 X 0 0 0 CHANDLER MARILYN 40.00 X 169633 0 12587 VALENTINE TRACY 40.00 X 54680 0 78 DARROW RACHEL 40.00 X 0 0 0 224313 0 12665 1 0 1 0 0 2247594 2247594 MANAGEMENT FEE INCOME 900099 288666 288666 PARTICIPANT FEES 900099 38360 38360 JEWISH FAMILY SERVICE 900099 16838 16838 CAMPAIGN FEES 900099 12244 12244 356108 633128 633128 7369 0 7369 7369 7369 392459 0 307 392459 -307 392152 392152 NEWSPAPER REVENUES-NET 323100 -11337 -11337 -11337 3625014 356108 -11337 1032649 2207374 2207374 25875 25875 238426 51616 102347 84463 288691 271905 16786 16720 13260 3460 36690 23186 8171 5333 37432 37432 14438 7135 4419 2884 260611 260611 19242 10136 4287 4819 13969 8778 3141 2050 91351 89974 456 921 54927 14635 1849 38443 49048 25505 14224 9319 12438 8141 2600 1697 FEDERATION ADMINISTRATI 271426 271426 EVENTS AND PROGRAMS 53935 53935 BAD DEBT 46812 46812 MISCELLANEOUS 36763 29533 1153 6077 73244 46862 14030 12352 3849412 2887850 793204 168358 100 410548 1332966 1777433 1126577 1204047 231370 256757 1821132 594537 1260227 1226595 20552259 18203228 24503499 23078608 699896 724703 423333 403333 1123229 1128036 X 18210367 16780669 4873780 4873780 296123 296123 23380270 21950572 24503499 23078608 X -224398 -1205300 X X 0 1 1 X 0 X 1371310 2474872 7497632 2349609 2247594 15941017 1371310 2474872 7497632 2349609 2247594 15941017 7871781 8069236 323456 515434 605562 610442 633128 2688022 -7380 -6590 -15638 -20727 -11337 -61672 18567367 1946691 0.43460 0.52560 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NEWSPAPER ADVERTISING INCOME (NET OF EXPENSE) RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76 1126378 2024614 11011229 1 1 1 23710239 494127 1147467 23056899 0 8484884 184028 -80094 407207 57572 8124039 7112389 276921 1465150 338615 16702 14259 8484884 6558847 139280 787761 7205 292789 73505 7112389 8011716 59106 -1095374 7549 368642 40410 6558847 0.94000 0.05000 0.01000 0 0 150492 150492 1323362 279298 1044064 347278 315239 32039 1226595 3625014 3849412 -224398 -1342034 136734 -1205300 -1429698 2143953 -1342034 765 30558 -1310711 3454664 170350 170350 3625014 3710385 765 30558 31323 3679062 170350 170350 3849412 PART IV, LINE 1B: THE JEWISH FOUNDATION OF GREENSBORO, A DIVISION OF THE GREENSBORO JEWISH FEDERATION, MANAGES THE ENDOWMENTS AND CHARITABLE FUNDS FOR JEWISH AGENCIES THROUGHOUT NORTH CAROLINA AND THE SOUTHEASTERN UNITED STATES. THE FOUNDATION ADVANCES PHILANTHROPY AT THESE ORGANIZATIONS THROUGH EDUCATION AND BY PROVIDING INVESTMENT MANAGEMENT EXPERTISE. ALTHOUGH THE FOUNDATION SERVES IN A CUSTODIAL CAPACITY OVER THESE ASSETS, THEY ARE NOT GREENSBORO JEWISH FEDERATION FUNDS. THUS, THESE ASSETS DO NOT APPEAR ON THE GREENSBORO JEWISH FEDERATION FINANCIAL STATEMENT OR FEDERAL FORM 990. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO FUND OPERATIONS AND PROGRAMS OF THE GREENSBORO FEDERATION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FEDERATION IS A RECOGNIZED CHARITABLE ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND NORTH CAROLINA INCOME TAXES. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FEDERATIONS TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. AS OF JUNE 30, 2012, MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS. AS OF JUNE 30, 2012 AND INCLUDING THE PREVIOUS THREE YEARS CONSIDERING EXTENSIONS, THE FEDERATIONS INCOME TAX RETURNS ARE OPEN AND SUBJECT TO EXAMINATION BY TAX AUTHORITIES WITH RELEVANT JURISDICTION. SHOULD SUCH AN EXAMINATION TAKE PLACE, MANAGEMENT DOES NOT ANTICIPATE ANY SIGNIFICANT ISSUES RELATED TO THE OPEN YEARS. PART XI, LINE 8 - OTHER ADJUSTMENTS: PRIOR PERIOD ADJMENT-RECOGNIZE GA51 FUND AS GJF NOT PREVIOUSLY RECOGNIZED 136,734. PART XII, LINE 2D - OTHER ADJUSTMENTS: NEWSPAPER EXPENSES INCLUDED IN INCOME ON 990 30,558. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCOME NETTED WITH EXPENSE COMMITTEE PROGRAM AND JEWISH FAMILY SERVICES 170,350. PART XIII, LINE 2D - OTHER ADJUSTMENTS: NEWSPAPER EXPENSE INCLUDED IN INCOME ON 990 30,558. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INCOME NETTED WITH EXPENSE COMMITTEE PROGRAM AND JEWISH FAMILY SERVICES 170,350. 1 AMERICAN HEBREW ACADEMY 4334 HOBBS RD GREENSBORO NC 27410 561985976 501(C)(3) 34053 ASSISTANCE TO SUPPORT LOCAL HEBREW ACADEMY FOR FIELD TRIPS AND OTHER EDUCATION OPPORTUNITIES AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 711 THIRD AVENUE 10TH FLOOR NEW YORK NY 10017 131656634 501(C)(3) 20500 ASSISTANCE FOR BELTSY CAMP DELET AND OTHER PROGRAM SUPPORT BETH DAVID SYNAGOGUE 804 WINVIEW DRIVE GREENSBORO NC 27410 560731131 330840 ASSISTANCE FOR PROGRAMS & OPERATIONS B'NAI SHALOM DAY SCHOOL 804 WINVIEW DR A GREENSBORO NC 27410 560952340 501(C)(3) 534721 PROVIDE ASSISTANCE FOR JEWISH EDUCATION BOYS AND GIRLS HOME OF NORTH CAROLINA 400 FLEMINGTON DR LAKE WACCAMAW NC 28450 581387871 501(C)(3) 5000 ASSISTANCE FOR PROGRAMS & OPERATIONS BROWN UNIVERSITY 500 FIFTH AVENUE NEW YORK NY 10110 050258809 501(C)(3) 100000 ASSISTANCE FOR PROGRAMS & OPERATIONS CAMP JUDAEA 2700 NE EXPRESSWAY ATLANTA GA 30345 586014651 501(C)(3) 9275 ASSISTANCE TO PROVIDE SUPPORT FOR CAMPS CHABAD OF GREENSBORO 1102 BEARHOLLOW RD GREENSBORO NC 27410 263642700 501(C)(3) 11000 ASSISTANCE FOR PROGRAMS & OPERATIONS CHABAD OF PLANO-COLLIN COUNTY 3904 WEST PARK BLVD PLANO TX 25075 752606764 501(C)(3) 5000 ASSISTANCE FOR PROGRAMS & OPERATIONS COMMUNITY THEATRE OF GREENSBORO 200 NORTH DAVIE STREET 9 GREENSBORO NC 27401 566085349 501(C)(3) 59750 ASSISTANCE FOR PROGRAMS & OPERATIONS DENTAL FOUNDATION OF NORTH CAROLINA UNC SCHOOL OF DENTISTRY CAMPUS BOX 7451 CHAPEL HILL NC 27599 566304130 501(C)(3) 8990 ASSISTANCE FOR PROGRAMS & OPERATIONS DUKE UNIVERSITY BOX 90581 DURHAM NC 27708 560532129 501(C)(3) 30950 ASSISTANCE FOR PROGRAMS & OPERATIONS EASTERN MUSIC FESTIVAL PO BOX 22026 GREENSBORO NC 27420 560771005 501(C)(3) 20400 ASSISTANCE FOR PROGRAMS & OPERATIONS GREENSBORO BEAUTIFUL 1001 FOURTH STREET GREENSBORO NC 27405 237099248 501(C)(3) 22572 ASSISTANCE FOR PROGRAMS & OPERATIONS GREENSBORO PUBLIC LIBRARY FOUNDATION 219 N CHURCH ST GREENSBORO NC 27402 562037761 501(C)(3) 5600 ASSISTANCE FOR PROGRAMS & OPERATIONS GREENSBORO SYMPHONY ORCHESTRA 200 NORTH DAVIE STREET SUITE 301 GREENSBORO NC 27401 566063111 501(C)(3) 13900 ASSISTANCE FOR PROGRAMS & OPERATIONS GREENSBORO URBAN MINISTRY 305 WEST LEE STREET GREENSBORO NC 27406 560890545 501(C)(3) 5800 ASSISTANCE FOR PROGRAMS & OPERATIONS GTCC FOUNDATION PO BOX 309 JAMESTOWN NC 27282 566085391 501(C)(3) 10000 ASSISTANCE FOR PROGRAMS & OPERATIONS INVESTIGATIVE PROJECT ON TERRORISM FOUNDATION 5505 CONNECTICUT AVENUE NW NO 341 WASHINGTON DC 20015 134331855 501(C)(3) 7500 ASSISTANCE FOR PROGRAMS & OPERATIONS JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 591945109 501(C)(3) 27100 ASSISTANCE FOR PROGRAMS & OPERATIONS JEWISH FEDERATIONS OF NORTH AMERICA 25 BROWADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)(3) 484544 ASSISTANCE TO SUPPORT PROGRAMS, OPERATIONS, AND ISRAEL EMERGENCY CAMPAIGN JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY NEW YORK NY 10027 130887640 501(C)(3) 10300 ASSISTANCE FOR PROGRAMS & OPERATIONS JEWISH VOCATIONAL SERVICE OF METRO WEST 111 PROSPECT ST EAST ORANGE NJ 07017 221487229 501(C)(3) 15000 ASSISTANCE FOR PROGRAMS & OPERATIONS MOSES H CONE MEMORIAL HOSPITAL OPERATING CORPORATION 1200 NORTH ELM STREET GREENSBORO NC 27401 581588823 501(C)(3) 50345 ASSISTANCE FOR PROGRAMS & OPERATIONS NORTH CAROLINA HILLEL 210 WST CAMERON AVENUE CHAPEL HILL NC 27516 566094521 501(C)(3) 63250 ASSISTANCE FOR PROGRAMS & OPERATIONS NCCJ 713 NORTH GREENE STREET GREENSBORO NC 27401 061753756 501(C)(3) 7330 ASSISTANCE FOR PROGRAMS & OPERATIONS TEMPLE EMANUEL 1129 JEFFERSON RD GREENSBORO NC 27410 560543235 501(C)(3) 130782 ASSISTANCE FOR PROGRAMS, OPERATIONS, AND MARCH OF THE LIVING GRANTS UNC - CHAPEL HILL PO BOX 309 CHAPEL HILL NC 27514 566001393 501(C)(3) 8035 ASSISTANCE FOR PROGRAMS & OPERATIONS UNITED ARTS COUNCIL OF GREATER GREENSBORO PO BOX 877 GREENSBORO NC 27402 560746180 501(C)(3) 13100 ASSISTANCE FOR PROGRAMS & OPERATIONS UNITED JEWISH COMMUNITIES OF METRO WEST 901 ROUTE 10 WHIPPANY NJ 07981 221487222 501(C)(3) 11000 ASSISTANCE FOR PROGRAMS & OPERATIONS UNITED WAY OF GREATER GREENSBORO 1500 YANCEYVILLE STREET GREENSBORO NC 27415 560668555 501(C)(3) 95589 ASSISTANCE FOR PROGRAMS & OPERATIONS UNIVERSITY OF CINCINNATI FOUNDATION PO BOX 1038 CINCINNATI OH 45273 310896555 501(C)(3) 5000 ASSISTANCE FOR PROGRAMS & OPERATIONS WE WILL SURVIVE CANCER 5903 MOUNT EAGLE DRIVE SUITE 318 ALEXANDRIA VA 22303 270463904 501(C)(3) 10000 ASSISTANCE FOR PROGRAMS & OPERATIONS WOMEN'S RESOURCE CENTER OF GREENSBORO 628 SUMMIT AVENUE GREENSBORO NC 27405 561891618 501(C)(3) 18499 ASSISTANCE FOR PROGRAMS & OPERATIONS JEWISH FAMILY SERVICES - CLIENT ASSISTANCE 51 4595 3032 FAIR MARKET VALUE PAYMENT OF LIVING EXPENSES IN EMERGENCY SITUATIONS DUE TO EXTREME FINANCIAL HARDSHIP PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: HOW GRANTS ARE MONITORED - 501(C)(3) STATUS IS CONFIRMED FOR ALL GRANTEES ON AN ANNUAL BASIS. ALL GRANTS REQUIRE BOARD APPROVAL PRIOR TO DISTRIBUTION. SCHEDULE I GRANTS TO JEWISH FEDERATIONS OF NORTH AMERICA JEWISH FEDERATION OF GREENSBORO REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. IN ADDITION, JFNA, AND ITS BENEFICARY AGENCIES, UNITED ISRAEL APPEAL (UIA)-BOTH 501(C)(3) ORGANIZATIONS--EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F. X X X X 0 0 0 0 0 0 0 0 0 CHANDLER MARILYN 169633 0 0 0 0 0 0 0 12587 0 182220 0 0 0 TRUSTEE DAVID GUTTERMAN SPOUSE OF SUSAN GUTTERMAN 100000 SUSAN GUTTERMAN IS THE ENDOWMENT DIRECTOR AND EMPLOYEE OF GREENSBORO JEWISH FEDERATION 0 FORMER TRUSTEE DAN WOLF SPOUSE OF RACHEL WOLF 31200 RACHEL WOLF IS THE DIRECTOR OF OUTREACH & EDUCATION FOR GREENSBORO JEWISH FEDERATION 0 FORMER TRUSTEE MARC SAMET SPOUSE OF DEBORAH KINTZING 59275 DEBORAH KINTZING IS THE DIRECTOR OF CAMPAIGN & COMMUNITY RELATIONS FOR GREENSBORO JEWISH FEDERATION 0 X 35 784385 SELLING PRICE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: DONATIONS OF PUBLICLY TRADED SECURITIES ARE RECEIVED AND SOLD BY A THIRD PARTY BROKER FORM 990, PART VI, SECTION A, LINE 2 MANY OF THE BOARD OF TRUSTEES HAVE BUSINESS AND FAMILIAL RELATIONSHIPS WITH OTHER TRUSTEES DUE TO THE SMALL COUMMUNITY AND THE PROLIFERATION OF TRUSTEES WHO ARE IN BUSINESS WITHIN THE COMMUNITY AND ARE RELATED BY FAMILY. FORM 990, PART VI, SECTION A, LINE 6 ANY PERSON OF THE JEWISH FAITH WHO IS EIGHTEEN (18) YEARS OF AGE OR OLDER, AS WELL AS ANY MEMBER OF SUCH PERSON'S IMMEDIATE FAMILY AND/OR HOUSEHOLD WHO IS EIGHTEEN (18) YEARS OF AGE OR OLDER, SHALL BE ELIGIBLE TO BECOME A MEMBER OF THE CORPORATION. MEMBERSHIP SHALL BE EFFECTIVE UPON THE PAYMENT OF A CONTRIBUTION TO THE CORPORATION AND SHALL BE EFFECTIVE FOR THAT FISCAL YEAR IN WHICH SUCH CONTRIBUTION WAS MADE AND THE FISCAL YEAR IMMEDIATELY FOLLOWING. FORM 990, PART VI, SECTION A, LINE 7A THE ANNUAL MEETING OF THE MEMBERS OF THE CORPORATION SHALL BE HELD EACH YEAR AT SUCH TIME IN THE MONTH OF APRIL, MAY OR JUNE AS THE PRESIDENT OF THE CORPORATION MAY DESIGNATE. SUCH MEETING SHALL BE HELD FOR THE PURPOSE OF ELECTING MEMBERS OF THE BOARD OF TRUSTEES AND OFFICERS, RECEIVING REPORTS OF THE PRESIDENT, AND THE TRANSACTING OF ANY AND ALL MATTERS PRESENTED AT SUCH TIME. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE IS ENTRUSTED BY THE BOARD OF DIRECTORS WITH THE RESPONSIBILITY OF REVIEWING THE ORGANIZATION'S 990 PRIOR TO FILING. THE FINANCE COMMITTEE REPORTS TO THE BOARD OF TRUSTEES ON ANY RECOMMENDED CHANGES AND THE STATUS OF THE RETURN. AS REQUIRED IN THE BY-LAWS, THE GREENSBORO JEWISH FEDERATION PRESIDENT AND TREASURER ARE MANDATORY MEMBERS OF THE FINANCE COMMITTEE, ALONG WITH OTHER ORGANIZATION MEMBERS POSSESSING RELATED PROFESSIONAL EXPERTISE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY AND EACH TRUSTEE, OFFICER AND COMMITTEE MEMBER WILL SIGN A STATEMENT DISCLOSING ANY CONFLICT OF INTEREST, AS WELL AS ACKNOWLEDGEMENT THAT HE/SHE HAS READ, UNDERSTANDS AND AGREES TO COMPLY WITH THE POLICY. ANY CONFLICTS OF INTEREST ARE ADDRESSED AND VOTED ON WHEN NEEDED. FORM 990, PART VI, SECTION B, LINE 15 IN DETERMINING COMPENSATION, THE FEDERATION OBTAINS COMPARABILITY DATA, THEN REQUIRES REVIEW AND APPROVAL OF COMPENSATION BY THE PRESIDENT AND TREASURER, AS WELL AS THE CHAIR OF THE PERSONNEL COMMITTEE AT A MINIMUM. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND AT THE DISCRETION OF THE EXECUTIVE DIRECTOR CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,342,034. PRIOR PERIOD ADJMENT-RECOGNIZE GA51 FUND AS GJF NOT PREVIOUSLY RECOGNIZED 136,734. TOTAL TO FORM 990, PART XI, LINE 5: -1,205,300. OVERSIGHT OF AUDIT AND SELECTION OF ACCOUNTANT FORM 990 PART XII, LINE 2C THE FINANCE COMMITTEE IS ENTRUSTED BY THE BOARD TO PROVIDE OVERSIGHT OVER THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED IN THE CURRENT TAX YEAR. GJF GIFT LLC 5509-C WEST FRIENDLY AVE GREENSBORO NC 27410 231266013 RECEIPT AND TRANSFER OF REAL PROPERTY DONATIONS NC GREENSBORO JEWISH FEDERATION