2011-01-14T08:02:37-06:00 2010-06-30 Davenport Marvin Joyce & Co LLP 703 Green Valley Road Suite 201 Greensboro NC 27408 990 2009-07-01 237107693 GREENSBORO JEWISH FEDERATION GREE 3368525433 5509-C W FRIENDLY AVENUE GREENSBORO NC 274104211 MARILYN CHANDLER 3368525433 2010-11-08 1 Stacy M West 3362759886 2009 2016-02-24 21:20:13Z MARILYN CHANDLER 5509-C W FRIENDLY AVENUE GREENSBORO NC 274104211 8958898 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. 63 53 20 1000 -15440 -15440 2474872 7497631 476470 353364 -1126914 1118543 1235 -10640 1825663 8958898 2413250 2194806 0 646111 624863 0 223143 856139 878654 3915500 3698323 -2089837 5260575 17162324 22961298 1304680 1160579 15857644 21800719 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 220586 17997 16935 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 125 individuals, 100 gifts at each holiday(chanukah, rosh hashanah, purim & passover), an exercise program averaging 12 participants per class, van transportation, 28 friendly visitors, and yiddish club with 15 regularly attending members. congregational nurse can assist with education regarding health and wellness issues and sees about 200 people per year. 850 referrals were made during fiscal 2009. goodwill vouchers were given to 20 people, the food pantry was used by 35 individuals, and food vouchers wer provided to 11 families. 1264783 905735 48269 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. 1802072 1271073 288161 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. 3287441 1 1 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 0 1 0 0 0 1 0 0 0 0 1 8 0 1 20 1 1 1 0 0 0 0 0 0 0 0 0 0 0 63 53 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NC X MARILYN CHANDLER 3368525433 5509-C W FRIENDLY AVENUE GREENSBORO NC 274104211 ADELMAN JAMES 1.00 X 0 0 0 ALTMAN DAVID 1.00 X 0 0 0 BERKELHAMMER MIKE 1.00 X 0 0 0 BERNSTEIN PEGGY 1.00 X 0 0 0 BLUETHENTHAL JOANNE 1.00 X 0 0 0 BOMBART STEVE 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 COLCHAMIRO HARVEY 1.00 X 0 0 0 CONE ROBERT 1.00 X 0 0 0 DANIELS KEVIN 1.00 X 0 0 0 DICKSTEIN SHERRY 1.00 X 0 0 0 DODD DOUG 1.00 X 0 0 0 DREW GLEN 1.00 X 0 0 0 FISCHER GARY 1.00 X 0 0 0 GAUSS ARI 1.00 X 0 0 0 GLAZMAN MARSHA 1.00 X 0 0 0 GOLDBERG BRIAN 1.00 X 0 0 0 GOLDMAN MICHAEL 1.00 X 0 0 0 GOULD KAREN 1.00 X 0 0 0 GREEN RON 1.00 X 0 0 0 GRONER JUDY 1.00 X 0 0 0 GUTTERMAN BERNARD 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 AL 1.00 X 0 0 0 KAHN BEN 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 KRUSCH MICHAEL 1.00 X 0 0 0 LAVIETES ROBERT 1.00 X 0 0 0 LEBAUER GAIL 1.00 X 0 0 0 LEBAUER JOSSLIN 1.00 X 0 0 0 LEVINSON CATHY 1.00 X 0 0 0 LEVY RICHARD 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 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 RON 1.00 X 0 0 0 MOFF DAVID 1.00 X 0 0 0 NEHMAN SUSAN 1.00 X 0 0 0 PINSKER JERRY 1.00 X 0 0 0 PINSKER SUSAN 1.00 X 0 0 0 ROBINSON SUSAN 1.00 X 0 0 0 ROSEN KEITH 1.00 X 0 0 0 SAMET ELLEN 1.00 X 0 0 0 SAMET MARC 1.00 X 0 0 0 SAPERSTEIN SARA LEE 1.00 X 0 0 0 SEGAL PHILLIP 1.00 X 0 0 0 SHAVITZ STEVE 1.00 X 0 0 0 SIMMONS SUE 1.00 X 0 0 0 SLOAN TOM 1.00 X 0 0 0 STRASSER AARON 1.00 X 0 0 0 THURM TAMMI 1.00 X 0 0 0 WOLF DAN 1.00 X 0 0 0 CHANDLER MARILYN 40.00 X 168157 0 11544 HINTERBERGER CAROLYN 40.00 X 53299 0 2852 VALENTINE TRACY 40.00 X 0 0 0 221456 0 14396 1 0 1 0 0 7497631 5591983 7497631 MANAGEMENT FEE INCOME 900099 288161 288161 PARTICIPANT FEES 900099 65203 65203 353364 618318 618318 4800 4800 4800 4800 500225 500225 500225 500225 NEWSPAPER REVENUES-NET 323100 -15440 -15440 -15440 8958898 353364 -15440 1123343 2188209 2188209 6597 6597 236041 110902 68452 56687 322889 174355 73282 75252 28124 15813 6855 5456 37809 18941 8523 10345 12801 4935 3727 4139 285614 285614 2219 1127 646 446 16393 10574 4410 1409 7883 5857 2026 16608 8617 4835 3156 26711 21873 1481 3357 40062 14276 1163 24623 2357 1909 448 42517 34439 8078 12648 7544 2765 2339 JFG OPERATING EXPENSES 245386 245386 MISCELLANEOUS EXPENSE 67484 53521 1576 12387 BAD DEBT 47647 47647 REPAIRS AND MAINTENANCE 16609 5137 4835 6637 PRINTING AND PUBLICATIO 13344 10415 153 2776 22371 13753 3010 5608 3698323 3287441 187739 223143 100 100 2494730 1656473 1209392 1085171 257919 246904 1826755 582313 1286109 1244442 11914074 18728208 17162324 22961298 841347 717246 463333 443333 1304680 1160579 X 11032826 16630816 4529402 4873780 295416 296123 15857644 21800719 17162324 22961298 X 0 1 1 X 0 X 5017660 5986218 1371310 2474872 7497632 22347692 5017660 5986218 1371310 2474872 7497632 22347692 8174786 14172906 456490 610135 323456 515434 605562 2511077 -2682 -11603 -7380 -6590 -15638 -43893 24814876 1534225 0.57110 0.67530 X Schedule A, Part IV, Supplemental Information: PART II, SECTION B, LINE 10- OTHER INCOME CONSIST OF INCOME FROM THE DISTRIBUTION OF A NEWSPAPER NET OF EXPENSES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 71 5953522 1374989 12047592 1 1 1 20392797 3472256 1512065 22352988 0 6558847 139280 787761 7205 292789 73505 7112389 8011716 59106 -1095374 7549 368642 40410 6558847 0.17000 0.82000 0.01000 0 0 150492 150492 1305709 226613 1079096 370554 355700 14854 1244442 8958898 3698323 5260575 682500 682500 5943075 9548297 682500 37706 720206 8828091 130807 130807 8958898 3605222 37706 37706 3567516 130807 130807 3698323 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. SCHEDULE D PART XII AND XIII, LINES 2D AND 4B - EXPENSES RELATED DIRECTLY TO ADVERTISING ARE NETTED AGAINST REVENUE FOR NEXT ADVERTISING LOSS RECORDED ON 990 PART VIII. IN ADDITION, OTHER EXPENSES HAVE BEEN NETTED AGAINST REVENUE FOR CONSISTENCY PURPOSES AND TO BEST REFLECT THE CHANGE IN NET ASSETS. 1 B'NAI SHALOM DAY SCHOOL 804 WINVIEW DR A GREENSBORO NC 27410 560952340 501(C)(3) 219200 PROVIDE ASSISTANCE FOR JEWISH EDUCATION NC HILLEL FOUNDATION 4506 KENBRIDGE DR GREENSBORO NC 27410 566094521 501(C)(3) 47568 ASSISTANCE FOR OPERATIONS OF HILLEL FOUNDATION JEWISH FEDERATIONS OF NORTH AMERICA(FORMERLY UNITED JEWISH COMMUNITIES UJC) 111 EIGHTH AVE SUITE 11E NEW YORK NY 10011 131624240 501(C)(3) 428371 ASSISTANCE FOR GENERAL OPERATIONS TO SUPPORT UNITED JEWISH COMMUNITY JEWISH FEDERATIONS OF NORTH AMERICA FAIR SHARE (FORMELY UJC) 111 EIGHTH AVE SUITE 11E NEW YORK NY 10011 131624240 501(C)(3) 57171 ASSISTANCE TO SUPPORT UNITED JEWISH COMMUNITY FAIR SHARE JEWISH HEALTHCARE INTERNATIONAL 1440 SPRING STREET NW ATLANTA GA 30309 582584574 501(C)(3) 7200 ASSISTANCE TO PROVIDE SUPPORT FOR JEWISH HEALTHCARE JEWISH FEDERATIONS OF NORTH AMERICA BIRTHRIGHT ISRAEL(FORMERLY UJC) 111 EIGHTH AVE SUITE 11E NEW YORK NY 10011 131624240 501(C)(3) 5211 ASSISTANCE TO SUPPORT UJC BIRTHRIGHT ISRAEL TOUR TO ISRAEL DISBURSEMENTSGRANTS DISTRIBUTED BY GREENSBORO JEWISH FEDERATION 5509-C W FRIENDLY AVENUE GREENSBORO NC 27410 501(C)(3) 1271073 ASSSITANCE PROVIDED TO QUALIFYING CHARITABLE ORGANIZATIONS OPERATION PROMISE - JEWISH FEDERATIONS OF NORTH AMERICA 111 EIGHTH AVE SUITE 11E NEW YORK NY 10011 131624240 501(C)(3) 5967 ASSISTANCE TO SUPPORT OPERATION PROMISE DIVISION OF UJC JEWISH FEDERATIONS OF NORTH AMERICA - ISRAEL CRISIS FUND 25 BROADWAY ST SUITE 1700 NEW YORK NY 10004 131624240 501(C)(3) 30089 ASSISTANCE TO SUPPORT ISRAEL EMERGENCY CAMPAIGN AMERICAN HEBREW ACADEMY 4334 HOBBS RD GREENSBORO NC 27410 561985976 501(C)(3) 31000 ASSISTANCE TO SUPPORT LOCAL HEBREW ACADEMY FOR FIELD TRIPS AND OTHER EDUCATION OPPORTUNITIES, CAMP SCHOLARSHIPS. MOL GRANTS-ISREAL EXPERIENCE GRANT-TEMPLE EMMANUEL 1129 JEFFERSON RD GREENSBORO NC 27410 565432235 501(C)(3) 42800 ASSISTANCE TO PROVIDE SUPPORT FOR TEMPLE AND CAMPS FOR CHILDREN CAMP JUDAEA 2700 NE EXPRESSWAY C-500 ATLANTA GA 30345 586014651 501(C)(3) 25200 ASSISTANT TO PROVIDE SUPPORT FOR CAMPS CAMP RAMAH DAROM 6400 POWERS FERRY RD NW SUITE 215 ATLANTA GA 30339 582146741 501(C)(3) 5750 ASSISTANCE PROVIDED FOR CAMP 273 0 JEWISH FAMILY SERVICES - CLIENT ASSISTANCE 14 6597 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. X X X 0 0 0 0 0 0 0 0 0 CHANDLER MARILYN 168157 0 0 0 0 0 0 0 11544 0 179701 0 182252 0 X 50 5591983 selling price 0 1 1 Method for Determining Number of Contributors: Part I, Column (b): DURING THE TAX YEAR, 50 CONTRIBUTIONS OF PUBLICLY TRADED STOCK WERE DONATED TO THE ORGANIZATION. 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 RELATIONSHIPS WITH OTHER TRUSTEES DUE TO THE SMALL COUMMUNITY AND THE PROLIFERATION OF TRUSTEES WHO ARE IN BUSINESS WITHIN THE COMMUNITY. 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 990 PART XI, LINE 2C OVERSIGHT AND SELECTION PROCESS THE ORGANIZATION DID NOT CHANGE ITS PROCESS OF OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS OR SELECTION OF AN INDEPENDENT ACCOUNTANT. GJF GIFT LLC 5509-C WEST FRIENDLY AVE GREENSBORO NC 27410 231266013 RECEIPT AND TRANSFER OF REAL PROPERTY DONATIONS NC 0 0 GREENSBORO JEWISH FEDERATION