2012-11-09T14:56:07-06:00 2011-12-31 522041603 SQUIRE LEMKIN COMPANY LLP 111 ROCKVILLE PIKE SUITE 475 ROCKVILLE MD 20850 990 2011-01-01 526064549 JEWISH HISTORICAL SOCIETY OF GREATER WASHINGTON JEWI 2027890900 701 4TH STREET NW NO 200 WASHINGTON DC 20001 SIDNEY J SILVER 2027890900 2012-10-26 1 JOHN SQUIRE P00308177 3014246800 2011 2016-02-24 21:20:13Z SIDNEY J SILVER 701 4TH STREET NW NO 200 WASHINGTON DC 20001 764798 0 X WWW.JHSGW.ORG X 1960 DC FOUNDED BY VOLUNTEERS IN 1960, THE JEWISH HISTORICAL SOCIETY OF GREATER WASHINGTON WAS INCORPORATED IN 1965 AS A NONPROFIT ORGANIZATION DEDICATED TO INTERPRETING JEWISH HISTORY IN THE GREATER WASHINGTON AREA. IN 1969, GALVANIZED BY THE PENDING DEMOLITION OF THE OLDEST SYNAGOGUE BUILDING IN THE NATION'S CAPITAL, SOCIETY MEMBERS ARRANGED FOR THE HISTORIC BUILDING TO BE MOVED THREE CITY BLOCKS TO ITS PRESENT LOCATION. AFTER EXTENSIVE RESTORATION, THE SYNAGOGUE WAS REDEDICATED AND OPENED TO THE PUBLIC AS THE LILLIAN & ALBERT SMALL JEWISH MUSEUM IN 1975.THE SOCIETY HAS PURCHASED AND MOVED INTO A BUILDING TO SERVE AS ITS FIRST PERMANENT HOME. THE 8,000-SQUARE FOOT BUILDING, LOCATED AT 701 4TH STREET, NW, IS LOCATED JUST STEPS FROM THE HISTORIC 1876 SYNAGOGUE. THE NEW BUILDING HOUSES GALLERY SPACE FOR OUTREACH ACTIVITIES AS WELL AS ADMINISTRATIVE OFFICES. 59 59 6 12 -36278 -32091 781474 577886 16725 30973 36067 39647 163378 -43168 997644 605338 0 0 0 0 285883 336408 0 0 27077 369813 401601 655696 738009 341948 -132671 4997698 4841375 1764411 1787386 3233287 3053989 X THE OBJECTIVES OF THE SOCIETY ARE THE GATHERING, PRESERVATION, INTERPRETATION, AND PRESENTATION OF HISTORIC MATERIALS DEALING WITH THE JEWISH PRESENCE IN THE GREATER WASHINGTON AREA. FOR THESE PURPOSES, THE SOCIETY MAINTAINS THE LILLIAN AND ALBERT SMALL JEWISH MUSEUM, OPEN TO THE PUBLIC. 0 0 563090 30973 EDUCATING THE PUBLIC THROUGH EXHIBITS, LECTURES, PUBLICATIONS AND TOURS. 563090 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 1 6 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 59 59 1 0 0 0 1 1 0 1 1 0 0 1 0 0 1 0 0 0 DC MD VA X X THE ORGANIZATION 2027890900 701 4TH STREET NW WASHINGTON DC 20001 SID SILVER 2.00 X X 0 0 0 BILL RICE 2.00 X X 0 0 0 JOSEPH HERSON 2.00 X X 0 0 0 SHARON BURKA 2.00 X X 0 0 0 ALBERT H SMALL JR 2.00 X X 0 0 0 GWEN ZUARES 2.00 X X 0 0 0 ANDREW AMMERMAN 2.00 X 0 0 0 LES BERGEN 2.00 X 0 0 0 TANYA BODZIN 2.00 X 0 0 0 SAMUEL BRYLAWSKI 2.00 X 0 0 0 MARGERY ELSBERG 2.00 X 0 0 0 TRACEY GALLAGHER 2.00 X 0 0 0 PAUL GREENBERG 2.00 X 0 0 0 LINDA HERMAN 2.00 X 0 0 0 CATHERINE JOYCE 2.00 X 0 0 0 WILMA PROBST LEVY 2.00 X 0 0 0 ERNIE MARCUS 2.00 X 0 0 0 MARK MILLER 2.00 X 0 0 0 BRENDA PASCAL 2.00 X 0 0 0 BARBARA REIN 2.00 X 0 0 0 TODD SHERBACOW 2.00 X 0 0 0 RUSSELL SMITH 2.00 X 0 0 0 ALEX STEIN 2.00 X 0 0 0 JOHN TOLLERIS 2.00 X 0 0 0 DIANE WATTENBERG 2.00 X 0 0 0 JANE ABRAHAM 2.00 X 0 0 0 CAROLYN S ALPER 2.00 X 0 0 0 FLORA ATKIN 2.00 X 0 0 0 STUART L BINDEMAN 2.00 X 0 0 0 FLORENCE BRODY 2.00 X 0 0 0 RYNA COHEN 2.00 X 0 0 0 SHELDON S COHEN 2.00 X 0 0 0 S ROBERT COHEN 2.00 X 0 0 0 NANCY COLODNY 2.00 X 0 0 0 LOIS ENGLAND 2.00 X 0 0 0 MARYANN FRIEDMAN 2.00 X 0 0 0 MARGOT HECKMAN 2.00 X 0 0 0 JACK KAY 2.00 X 0 0 0 DANIEL MANN 2.00 X 0 0 0 RABBI STANLEY RABINOWITZ 2.00 X 0 0 0 HUBERT SCHLOSBERG 2.00 X 0 0 0 SHOLOM SHEFFERMAN 2.00 X 0 0 0 HADASSAH THURSZ 2.00 X 0 0 0 STEPHEN JOEL TRACHTENBERG 2.00 X 0 0 0 MENDELLE TOUROVER WOODLEY 2.00 X 0 0 0 MATTHEW SIMON 2.00 X 0 0 0 LEONARD ABEL 2.00 X 0 0 0 RICHARD ALPER 2.00 X 0 0 0 HENRY BRYLAWSKI 2.00 X 0 0 0 DAVID BURKA 2.00 X 0 0 0 SAM FLAX 2.00 X 0 0 0 FRANK GILBERT 2.00 X 0 0 0 BERNARD S GLASSMAN 2.00 X 0 0 0 JAMES GOLDBERG 2.00 X 0 0 0 PAULA GOLDMAN 2.00 X 0 0 0 DR MICHAEL GOLDSTEIN 2.00 X 0 0 0 PEGGY PEARLSTEIN 2.00 X 0 0 0 DONALD WOLPE 2.00 X 0 0 0 STUART ZUCKERMAN 2.00 X 0 0 0 LAURA COHEN-APELBAUM 40.00 X 76850 0 14424 76850 0 14424 0 0 0 0 0 343909 5985 227992 577886 TOURS, LECTURES, AND E 900099 30973 30973 30973 39647 39647 108662 159460 -50798 -50798 -36278 -14520 LEGAL FEE REIMBURSEMEN 900099 7747 7747 MISCELLANEOUS 900099 -117 -117 7630 605338 30973 -36278 32757 X 91274 65703 25571 200297 181864 18433 44837 31967 12870 110297 62869 37779 9649 549 549 5679 5679 1180 997 150 33 38108 38108 28274 25465 2809 8265 2656 5609 MAINTENANCE 54169 53745 424 SUPPLIES AND EQUIPMENT 36269 24343 11812 114 UTILITIES 22333 20317 2016 PRINTING AND COPYING 20110 14769 3899 1442 76368 34059 26470 15839 738009 563090 147842 27077 473400 350161 144696 110743 12680 3506 2757026 351441 2382537 2405585 1984385 1971380 4997698 4841375 63063 115417 1698348 1668969 3000 3000 1764411 1787386 X 860487 790439 1684362 1555112 688438 708438 3233287 3053989 4997698 4841375 X -132671 -46627 X 0 1 1 X 0 X 2127544 820618 607498 781474 577886 4915020 70383 37484 42266 16725 30873 197731 2197927 858102 649764 798199 608759 5112751 807500 276104 345530 544047 214980 2188161 0 807500 276104 345530 544047 214980 2188161 2924590 118979 68982 27407 36067 39647 291082 118979 68982 27407 36067 39647 291082 -9373 -43750 -48163 -40060 -36278 -177624 219066 7745 226811 2307533 883334 629008 1013272 619873 5453020 0.53630 0.51400 0.05340 0.05380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 2587006 382136 -23563 523015 2422564 2601193 389437 92841 496465 2587006 2829545 451731 112337 792420 2601193 3289936 601483 -261393 800481 2829545 0.07000 0.29000 0.64000 0 0 624715 624715 1731990 202356 1529634 321738 89272 232466 78583 59813 18770 2405585 TENANT DEPOSITS 3000 3000 605338 738009 -132671 -46627 -46627 -179298 718171 -46627 -46627 764798 -159460 -159460 605338 897469 159460 159460 738009 0 738009 PART III, LINE 1A: ARCHIVAL COLLECTIONS - AS OF DECEMBER 31, 2011 AND 2010, ARCHIVAL COLLECTIONS CONSISTED OF PHOTOGRAPHS, DOCUMENTS AND ARTIFACTS. IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, ARCHIVAL COLLECTIONS PURCHASED AND DONATED ARE NOT INCLUDED IN THE BALANCE SHEET. PART III, LINE 4: ARCHIVAL COLLECTIONS CONSISTED OF PHOTOGRAPHS, DOCUMENTS AND ARTIFACTS. THE OBJECTIVE OF THE SOCIETY IS TO GATHER, PRESERVE, INTERPRET AND PRESENT HISTORIC MATERIALS DEALING WITH THE JEWISH PRESENCE IN THE GREATER WASHINGTON AREA. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE EARNINGS FROM THE ENDOWMENTS ARE INTENDED TO BE USED TO SUPPORT THE COST OF OPERATIONS. IT IS THE POLICY OF THE SOCIETY TO TRANSFER ANNUALLY TO OPERATIONS FIVE PERCENT OF THE THREE-YEAR AVERAGE OF THE VALUE OF THE PERMANENTLY RESTRICTED NET ASSETS AND THEIR EARNINGS UNDER THE ASSUMPTION THAT INVESTMENT EARNINGS, ON AVERAGE, WILL EXCEED THE AMOUNT OF THE TRANSFER. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE SOCIETY, AS A NONPROFIT ORGANIZATION, IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. PT. XII - EXPENSES ALLOCATED DEBT-FINNANCED RENTAL INCOME NETTED AGAINST REVENUE INCLUDED IN REVENUE SECTION ON 990-T. PT. XIII - EXPENSES ALLOCABLE TO DEBT-FINANCED RENTAL INCOME CHARGED AGAINST REVENUE THAT WERE INCLUDED IN REVENUE ON THE FORM 990T. X 32 SEE SCHEDULE O 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THERE WERE SIX INSTANCES OF FAMILY RELATIONSHIPS: SAM BRYLAWSKI (DIRECTOR) IS THE SON OF HENRY BRYLAWSKI (HONORARY DIRECTOR/PAST PRESIDENT); ALBERT H. SMALL, JR. (DIRECTOR) IS THE SON OF ALBERT H. SMALL (HONORARY DIRECTOR); LAURA COHEN APELBAUM (EXECUTIVE DIRECTOR)IS THE DAUGHTER OF SHELDON COHEN (HONORARY DIRECTOR; AND THE SOCIETY AND MARTHA BINDEMAN, WIFE OF DIRECTOR, STUART BINDEMAN AND JACK KAY (HONORARY DIRECTOR) IS THE COUSIN OF BARBARA REIN (DIRECTOR) AND NEPHEW OF PAUL GREENBERG(DIRECTOR). THERE WERE FOUR INSTANCES OF BUSINESS RELATIONSHIPS: LAURA APELBAUM AND CATHERINE JOYCE, SHELDON COHEN AND CATHERINE JOYCE. ALBERT H. SMALL, JR. AND STUART ZUCKERMAN, AND SOCIETY AND CATHERINE JOYCE THROUGH HER FIRM. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY HAS ONE CLASS OF MEMBERSHIP AND THEIR VOTING RIGHTS ALLOW THEM TO VOTE ON THE BOARD OF DIRECTORS AND OFFICERS, APPROVE BYLAWS AND TO CALL SPECIAL MEETINGS OF THE SOCIETY. FORM 990, PART VI, SECTION A, LINE 7A THE SOCIETY MEMBERS VOTE AND ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS PROVIDED TO EACH MEMBER OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 AT THE REQUEST OF THE PUBLIC, A PDF VERSION CAN BE SENT VIA EMAIL. ALL OTHER FUNCTIONAL EXPENSES FORM 990, PART X, LINE 24E MEETING EXPENSES: PROGRAM SERVICE EXPENSES 18,516. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,516. REFRESHMENTS: PROGRAM SERVICE EXPENSES 7,590. MANAGEMENT AND GENERAL EXPENSES 1,647. FUNDRAISING EXPENSES 146. TOTAL EXPENSES 9,383. POSTAGE AND DELIVERY: PROGRAM SERVICE EXPENSES 3,320. MANAGEMENT AND GENERAL EXPENSES 5,310. FUNDRAISING EXPENSES 442. TOTAL EXPENSES 9,072. BANK CHARGES: PROGRAM SERVICE EXPENSES 300. MANAGEMENT AND GENERAL EXPENSES 7,017. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,317. REAL ESTATE TAXES: PROGRAM SERVICE EXPENSES 7,149. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,149. TELEPHONE AND FAX: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,759. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,759. OTHER: PROGRAM SERVICE EXPENSES -9,933. MANAGEMENT AND GENERAL EXPENSES 487. FUNDRAISING EXPENSES 15,251. TOTAL EXPENSES 5,805. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 1,491. MANAGEMENT AND GENERAL EXPENSES 3,673. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,164. AFFILIATIONS: PROGRAM SERVICE EXPENSES 3,379. MANAGEMENT AND GENERAL EXPENSES 135. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,514. OTHER TAXES: PROGRAM SERVICE EXPENSES 2,121. MANAGEMENT AND GENERAL EXPENSES 100. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,221. VOLUNTEER/INTERNS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 841. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 841. SALES TAXES AND FEES: PROGRAM SERVICE EXPENSES 126. MANAGEMENT AND GENERAL EXPENSES 501. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 627. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -46,627. SCHEDULE M: PART I, LINE 1 ART - WORKS OF ART HISTORICAL MEMORABILIA CONSISTS OF MULITPLE PAPERS AND VALUE CAN NOT BE DETERMINED.