2011-05-11T15:25:55-05:00 2010-06-30 RSM MCGLADREY INC 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2009-07-01 526024192 ASSOCIATED JEWISH CHARITIES OF BALTIMORE ASSO 4107274828 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 MARK SMOLARZ 4107274828 2011-05-10 1 JULIA FLANNERY 4102469300 2009 2016-02-24 21:20:13Z MARC TERRILL 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 20671126 0 X WWW.ASSOCIATED.ORG X 1921 MD To fulfill the mission of THE ASSOCIATED: JEWISH COMMUNITY FEDERATION of BALTIMORE. It does so by holding title to and investing the assets of THE ASSOCIATED. 33 32 0 150 4836 3520 22167933 13526193 115199 86940 -1853308 7047033 13341 10960 20443165 20671126 15439737 18002180 0 0 0 0 6932090 6780865 22371827 24783045 -1928662 -4111919 220427570 229359213 56483496 59721413 163944074 169637800 The Associated Jewish Charities of Baltimore was established to fulfill the mission of THE ASSOCIATED: Jewish Community Federation of Baltimore which works to preserve and enhance Jewish life. It addresses charitable, educational, religious, humanitarian, health, cultural and social service needs of the Jewish community, locally, nationally, in Israel and throughout the world. 0 0 24277962 16474825 86940 The Consolidated Investment Fund ("CIF"): The pooled investment fund for assets owned by the AJC, its affiliate, THE ASSOCIATED: Jewish Community Federation of Baltimore, Inc. as well as the assets of its agencies, supporting organizations, donor advised funds and other tax-exempt Jewish public charities. The CIF is managed by professional staff employed by THE ASSOCIATED and is overseen by an investment committee of over 80 volunteers. Real Estate: The AJC holds title to and manages the real property in which its affiliate THE ASSOCIATED and its agencies operate from. In addition, the AJC owns other parcels of real property which it is holding for future use, development and/or sale. Planned Giving Assets: The AJC manages the assets of the planned giving program of THE ASSOCIATED. These include charitable remainder trusts in which the AJC or THE ASSOCIATED have been designated corporate trustee, charitable gift annuities, pooled income funds and life insurance policies owned by the AJC and/or THE ASSOCIATED. 24277962 1 1 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 33 32 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 MD X X X MARK SMOLARZ 4107274828 101 W MOUNT ROYAL AVE BALTIMORE MD 21201 X PHILIP E SACHS 1.50 X X 0 0 0 LAWERENCE M MACKS 1.50 X X 0 0 0 CHARLES BAUM 1.50 X X 0 0 0 NANCY HACKERMAN 1.50 X X 0 0 0 MARC B TERRILL 10.00 X X 0 477859 37244 BRUCE SHOLK 2.00 X 0 0 0 ROBERT RUSSEL 2.00 X 0 0 0 LISA SPITULNIK 2.00 X 0 0 0 HOWARD ROSEN 2.00 X 0 0 0 HOWARD COHEN 2.00 X 0 0 0 JAY GOULINE 1.50 X 0 0 0 JOHN DAVISON 1.50 X 0 0 0 LARRY ROSENBERG 1.50 X 0 0 0 DAVID MAX 1.50 X 0 0 0 RICHARD DAVISON 1.50 X 0 0 0 JILL GANSLER 1.50 X 0 0 0 J MARK SCHAPIRO 1.50 X 0 0 0 JEFFREY SCHERR 1.50 X 0 0 0 M SIGMUND SHAPIRO 1.50 X 0 0 0 FREDERICA K SAXON 1.50 X 0 0 0 ROBERT B BANK 1.50 X 0 0 0 LARRY BOLTANSKY 1.50 X 0 0 0 DAVID GREENBERG 1.50 X 0 0 0 JOSEPH MEYERHOFF II 1.50 X 0 0 0 CHARLES JACOBS 1.50 X 0 0 0 RICHARD WYMAN 1.50 X 0 0 0 ALAN EDELMAN 1.50 X 0 0 0 FRITZI HALLOCK 1.50 X 0 0 0 MITCHELL WHITEMAN 1.50 X 0 0 0 ERIC LEVITT 1.50 X 0 0 0 ARTHUR ADLER 1.50 X 0 0 0 HARRY HALPERT 1.50 X 0 0 0 DANIEL HIRSCHHORN 1.50 X 0 0 0 0 477859 37244 0 0 1 0 HARKIN BUILDERS 2201 WARWICK WAY MARRIOTTSVILLE MD 21104 CONTRACTORS 2281509 KINSLEY CONSTRUCTION 1103 EAST PRINCESS STREET YORK PA 17403 CONTRACTORS 1140092 CAMBRIDGE ASSOCIATES 4100 NORTH FAIRFAX DRIVE ARLINGTON VA 22203 INVESTMENT SERVICES 178009 M&T INVESTMENT GROUP 213 MARKET STREET HARRISBURG PA 17101 INVESTMENT SERVICES 166368 4 1075064 12451129 2494262 13526193 OTHER REVENUE 900099 86940 86940 86940 1225661 4836 1220825 5821372 5821372 5821372 5821372 REDUCTION OF DEBT 900099 10960 10960 10960 20671126 86940 4836 7053157 18002180 18002180 89066 89066 1100443 1100443 4326 4216 110 95127 85614 9513 2293750 2064375 229375 2628877 2365989 262888 MISCELLANEOUS 487484 484287 3197 unrelated business inco 47342 47342 BAD DEBT 34450 34450 24783045 24277962 505083 0 4188604 439423 13089985 9632209 60896 959104 995515 93772291 27492849 64093480 66279442 138035501 151932129 0 80495 220427570 229359213 121136 1488407 450000 49350000 47860000 28519 19012 6533841 10353994 56483496 59721413 X 83976880 120329021 76953122 46294707 3014072 3014072 163944074 169637800 220427570 229359213 X 0 1 1 X 0 X 28172492 25277573 17910284 22167933 13526193 107054475 28172492 25277573 17910284 22167933 13526193 107054475 107054475 2688558 2120353 1883083 1711381 1225661 9629036 441865 112633 2727745 13341 10960 3306544 119990055 238311 0.89220 0.88830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 274 8139082 10266258 61935666 1 1 121685000 13180000 17013000 16043000 135835000 158935000 8400000 -31013000 14637000 121685000 0.72100 0.02220 0.25680 0 0 3254903 3254903 85615575 27492849 58122726 0 0 4901813 4901813 66279442 CUMULATIVE LOSS ON INTEREST RATE SWAP CONTRACTS 8353994 LINE OF CREDIT 2000000 10353994 20671126 24783045 -4111919 11625799 -1820154 9805645 5693726 68266274 11625799 41641384 53267183 14999091 5672035 5672035 20671126 63698456 42767292 42767292 20931164 3851881 3851881 24783045 Part V, Line 4: Description of Intended Use of Endowment Funds: The endowment funds of the Associated Jewish Charities are used in accordance to the intent of the donor or in the absence of donor intent, at the direction of the Board of Directors in consultation with its affiliate, The Associated: Jewish Community Federation of Baltimore, Inc. Part X: Description of Uncertain Tax Positions Under FIN 48: THE ASSOCIATED follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, THE ASSOCIATED may recognize the tax benefit from an uncertain tax position only if it is more-likely-than-not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. Management has evaluated THE ASSOCIATED tax positions and has concluded that THE ASSOCIATED has taken no uncertain tax positions that require disclosure. THE ASSOCIATED is no longer subject to income tax examinations by the U.S. federal, state or local authorities for years before 2007. Part XI, Line 8 - Other Adjustments: GAIN/LOSS ON INTEREST SWAPS: -1820154. Part XII, Line 2d - Other Adjustments: revenue for the associated: JCFB reported on the consolidated f/s: 41539002. revenue for the various annuity trusts reported on the consolidated f/s: 102382. Part XII, Line 4b - Other Adjustments: INTEREST SWAP AGREEMENT: 1820154. INTEREST EXPENSE NETTED WITH REVENUE ON FINANCIAL STATEMENTS: 2293750. TRANSFERS TO RELATED ORGANIZATION INCLUDED AS REVENUE ON F/S: 1558131. Part XIII, Line 2d - Other Adjustments: expenses of the associated: jcfb reported on the consolidated f/s: 42677264. expenses of the various annuity trusts reported on the consolidated f/s: 90028. Part XIII, Line 4b - Other Adjustments: INTEREST EXPENSE NETTED WITH REVENUE ON FINANCIAL STATEMENTS: 2293750. TRANSFERS TO RELATED ORGANIZATION INCLUDED AS REVENUE ON F/S: 1558131. 1 THE ASSOCIATED Jewish Community Federation of Baltimore 101 W Mount Royal Avenue Baltimore MD 21201 520607957 501 (C)(3) 7830921 GENERAL SUPPORT Jewish Community Services 5750 Park Heights Avenue Baltimore MD 21215 520607909 501 (C)(3) 751626 GENERAL SUPPORT Johns Hopkins University 3400 North Charles Street Baltimore MD 21218 311678679 501 (C)(3) 330700 GENERAL SUPPORT Center for Jewish Education 5708 Park Heights Avenue Baltimore MD 21215 520591707 501 (C)(3) 288348 GENERAL SUPPORT Baltimore Symphony Orchestra 1212 Cathedral Street Baltimore MD 21201 520629696 501 (C)(3) 274525 GENERAL SUPPORT Jewish Community Center 5700 Park Heights Avenue Baltimore MD 21215 520619002 501 (C)(3) 249624 GENERAL SUPPORT Chizuk Amuno Congregation 8100 Stevenson Road Baltimore MD 21208 521881706 501 (C)(3) 218291 GENERAL SUPPORT Central Scholarship Bureau 1700 Reisterstown Road 220 PO Box 37064 Baltimore MD 212973064 526012589 501 (C)(3) 186899 GENERAL SUPPORT Shoshana S Cardin Jewish Community High School 7310 Park Heights Avenue Baltimore MD 21208 522339084 501 (C)(3) 160330 GENERAL SUPPORT University of Maryland Baltimore Foundation 515 West Lombard Street Baltimore MD 21201 311678679 501 (C)(3) 128752 GENERAL SUPPORT Sinai Hospital of Baltimore 2401 W Belvedere Avenue Baltimore MD 21215 520486540 501 (C)(3) 122177 GENERAL SUPPORT The Women's Network for Single Parents 224 Avenue J Brooklyn NY 11230 205555166 501 (C)(3) 120000 GENERAL SUPPORT PEF Israel Endowment Funds Inc 317 Madison Avenue 607 New York NY 10017 136104086 501 (C)(3) 111000 GENERAL SUPPORT The Park School PO Box 8200 Brooklandville MD 21022 520591625 501 (C)(3) 108900 GENERAL SUPPORT Yeshiva Shaar Yerushalaym Inc 701 East 2nd Street Brooklyn NY 11218 112599268 501 (C)(3) 101000 GENERAL SUPPORT Edward A Myerberg Senior Center 3101 Fallstaff Road Baltimore MD 21209 521047511 501 (C)(3) 89198 GENERAL SUPPORT Jewish Federation of Palm Beach County 4601 Community Drive West Palm Beach FL 33417 590988696 501 (C)(3) 88450 GENERAL SUPPORT Pearlstone Retreat Center 5425 Mt Gilead Road Reisterstown MD 21136 432080719 501 (C)(3) 87963 GENERAL SUPPORT Open Society Institute 201 N Charles Street 1300 Baltimore MD 21201 137029285 501 (C)(3) 76000 GENERAL SUPPORT Beth Tfiloh Congregation 3300 Old Court Road Baltimore MD 21208 520592126 501 (C)(3) 71434 GENERAL SUPPORT American Friends of Kahilas Kamenitz 2122 78th Street Brooklyn NY 11214 113255165 501 (C)(3) 62000 GENERAL SUPPORT Fund for Johns Hopkins Medicine 100 N Charles Street Suite 300 Baltimore MD 21201 526054078 501 (C)(3) 61700 GENERAL SUPPORT Meals on Wheels of Central Maryland 515 S Haven Street Baltimore MD 21224 526074723 501 (C)(3) 60500 GENERAL SUPPORT Jewish Camp and Conference Service Inc 11300 Rockville Pike 407 Rockville MD 208523055 521515202 501 (C)(3) 60000 GENERAL SUPPORT Jewish Volunteer Connection 1515 Reisterstown Road Baltimore MD 21208 520607909 501 (C)(3) 60000 GENERAL SUPPORT Institute for Christian & Jewish Studies 956 Dulaney Valley Road Baltimore MD 212042633 521531016 501 (C)(3) 59400 GENERAL SUPPORT American Friends of Irgun Tomchei Torah Kollelei Ramot 208 Fifth Street Lakewood NJ 08701 320102361 501 (C)(3) 55000 GENERAL SUPPORT United Way of Central Maryland 100 South Charles Street 5th Floor Baltimore MD 21203 520591543 501 (C)(3) 54300 GENERAL SUPPORT Father Martin's Ashley Inc 800 Tydings Lane Havre De Grace MD 21078 521126145 501 (C)(3) 54000 GENERAL SUPPORT Krieger Schechter Day School 8100 Stevenson Road Baltimore MD 21208 520591562 501 (C)(3) 53700 GENERAL SUPPORT Etz Chaim Center for Jewish Studies 3702 Fords Lane Baltimore MD 21215 521369910 501 (C)(3) 52316 GENERAL SUPPORT Planned Parenthood of Maryland 330 North Howard Street Baltimore MD 21201 520607930 501 (C)(3) 50800 GENERAL SUPPORT Partnership for Effective Learning 318 W 39th Street 5th Floor New York NY 10018 261211731 501 (C)(3) 50000 GENERAL SUPPORT Baltimore Community Foundation 2 East Read Street Baltimore MD 21202 237180620 501 (C)(3) 48800 GENERAL SUPPORT Ner Israel Rabbinical College 400 Mount Wilson Lane Pikesville MD 21208 520660881 501 (C)(3) 48300 GENERAL SUPPORT Walters Art Museum 600 N Charles Street Baltimore MD 21201 526002611 501 (C)(3) 46900 GENERAL SUPPORT Center Stage 700 N Calvert Street Baltimore MD 21202 520780194 501 (C)(3) 43600 GENERAL SUPPORT CHAI 5809 Park Heights Avenue Baltimore MD 21215 237097000 501 (C)(3) 43000 GENERAL SUPPORT University of Pennsylvania 235 South 33rd Street Philadelphia PA 19104 231352685 501 (C)(3) 42550 GENERAL SUPPORT Bais Yaakov School For Girls 11111 Park Heights Avenue Owings Mills MD 21117 520613700 501 (C)(3) 42200 GENERAL SUPPORT Maryland Food Bank 2200 Halethorpe Farms Road PO Box 17369 Baltimore MD 212971369 521153690 501 (C)(3) 40180 GENERAL SUPPORT Talmudical Academy of Baltimore 4445 Old Court Road Baltimore MD 21208 520591676 501 (C)(3) 39494 GENERAL SUPPORT Baltimore Museum of Art 10 Art Museum Drive Baltimore MD 21218 526000162 501 (C)(3) 39325 GENERAL SUPPORT Baltimore Jewish Council 5750 Park Heights Avenue Baltimore MD 21215 521912836 501 (C)(3) 39227 GENERAL SUPPORT Beth El Congregation 8101 Park Heights Avenue Baltimore MD 21208 520613677 501 (C)(3) 39184 GENERAL SUPPORT Enoch Pratt Free Library 400 Cathedral Street Baltimore MD 212014484 526001143 501 (C)(3) 38650 GENERAL SUPPORT American Israel Education Foundation 440 First Street NW 600 Washington DC 20001 521623781 501 (C)(3) 37500 GENERAL SUPPORT The American Jewish Joint Distribution Committee 711 3rd Avenue New York NY 10017 131656634 501 (C)(3) 36740 GENERAL SUPPORT Beth Am Synagogue 2501 Eutaw Street Baltimore MD 21217 521009445 501 (C)(3) 36626 GENERAL SUPPORT LifeBridge Health System 2401 W Belvedere Avenue Baltimore MD 21215 521402373 501 (C)(3) 36250 GENERAL SUPPORT Ohr Torah Stone Institutions of Israel 49 West 45th Street 701 New York NY 100364666 133275531 501 (C)(3) 35000 GENERAL SUPPORT Baltimore School for the Arts Foundation Inc 712 Cathedral Street Baltimore MD 21201 521174284 501 (C)(3) 31350 GENERAL SUPPORT Torah Institute of Baltimore 35 Rosewood Lane Owings Mills MD 21117 237304990 501 (C)(3) 31050 GENERAL SUPPORT Chabad of Downtown Ltd 633 W Wisconsin Avenue 509 Milwaukee WI 53203 391672482 501 (C)(3) 30500 GENERAL SUPPORT Jewish Federation of Howard County 10630 Little Patuxent Parkway 400 Columbia MD 210443294 237072654 501 (C)(3) 30150 GENERAL SUPPORT American Friends of Melitz 5708 Park Heights Avenue Baltimore MD 21215 112891223 501 (C)(3) 30000 GENERAL SUPPORT Civic Works Inc 2701 St Lo Drive Baltimore MD 21213 521925614 501 (C)(3) 30000 GENERAL SUPPORT College Tracks 5126 Manning Drive Bethesda MD 20814 204499806 501 (C)(3) 30000 GENERAL SUPPORT Johns Hopkins Hospital 550 North Broadway Suite 801 Baltimore MD 21205 520591656 501 (C)(3) 30000 GENERAL SUPPORT Public Justice Center 1 N Charles Street 200 Baltimore MD 212013710 521412226 501 (C)(3) 29500 GENERAL SUPPORT Ahavas Yisrael Charity Fund 6400 Cross Country Boulevard Baltimore MD 21215 521219478 501 (C)(3) 29100 GENERAL SUPPORT American Jewish World Service 45 West 36th Street New York NY 100187904 222584370 501 (C)(3) 28550 GENERAL SUPPORT Port Discovery Children's Museum 35 Market Place Baltimore MD 21202 521806933 501 (C)(3) 28350 GENERAL SUPPORT Hillel - College Park 7612 Mowatt Lane College Park MD 20740 530179971 501 (C)(3) 27750 GENERAL SUPPORT Baltimore Area Reform Jewish 909 Berrymans Lane Reisterstown MD 21136 262643415 501 (C)(3) 27000 GENERAL SUPPORT Learning Inc 1234 West 36th Street Baltimore MD 21211 522091494 501 (C)(3) 26300 GENERAL SUPPORT Bnai Brith International 2020 K Street NW 7th Floor Washington DC 20006 530179971 501 (C)(3) 26180 GENERAL SUPPORT Friends School of Baltimore Inc 5114 North Charles Street Baltimore MD 21210 520591602 501 (C)(3) 25500 GENERAL SUPPORT Trustees of the University of Pensylvania 118 South 36th Street Philadelphia PA 19104 231352685 501 (C)(3) 25350 GENERAL SUPPORT Middle East Media Research Institute P O Box 27837 Washington DC 200387837 522068483 501 (C)(3) 25100 GENERAL SUPPORT Davis Memorial Fund Inc 25 Lawrence Avenue Lawrence NY 11559 043720418 501 (C)(3) 25000 GENERAL SUPPORT Jewish Federation of Greater Phoenix 12701 N Scottsdale Road 201 Scottsdale AZ 85254 860096784 501 (C)(3) 25000 GENERAL SUPPORT Yale University 265 Church Street New Haven CT 065107003 060646973 501 (C)(3) 25000 GENERAL SUPPORT The Curriculum Initiative 375 Park Avenue 5th Floor New York NY 101520192 141814730 501 (C)(3) 23150 GENERAL SUPPORT Chevra Ahavas Chesed Emergency Fund Inc PO Box 20883 Baltimore MD 21209 521272627 501 (C)(3) 22000 GENERAL SUPPORT Gilman School 5407 Roland Avenue Baltimore MD 21210 520591604 501 (C)(3) 21400 GENERAL SUPPORT Jewish Museum of Maryland 15 Lloyd Street Baltimore MD 21202 526034761 501 (C)(3) 21354 1527355 donor historical value land and building GENERAL SUPPORT Agudath Israel of Baltimore Inc 6202 Park Heights Avenue Baltimore MD 21215 521101027 501 (C)(3) 21060 GENERAL SUPPORT Baltimore Child Abuse Center Inc 2300 North Charles Street Baltimore MD 21218 521681279 501 (C)(3) 21000 GENERAL SUPPORT Sports 4 Kids 517 Fourth Street Oakland CA 94607 943251867 501 (C)(3) 21000 GENERAL SUPPORT Beth Tfiloh Dahan Community School 3300 Old Court Road Baltimore MD 21208 521837996 501 (C)(3) 20900 GENERAL SUPPORT WYPR Radio 2216 N Charles Street Baltimore MD 21218 311770828 501 (C)(3) 20600 GENERAL SUPPORT American Society for Technion-Israel Inst of Technology 55 East 59th Street New York NY 10022 130434195 501 (C)(3) 20500 GENERAL SUPPORT Greater Homewood Community Corporation 3503 North Charles Street Baltimore MD 21218 520897806 501 (C)(3) 20400 GENERAL SUPPORT Carleton College One N College Street Northfield MN 55057 410694747 501 (C)(3) 20000 GENERAL SUPPORT Renee Schick Gemilas Chesed Inc 1472 East 17th Street Brooklyn NY 11230 113457356 501 (C)(3) 20000 GENERAL SUPPORT University of Maryland Foundation 1000 Hilltop Circle Baltimore MD 21250 521125663 501 (C)(3) 20000 GENERAL SUPPORT Dyslexia Tutoring Program 711 West 40th Street Suite 310 Baltimore MD 21211 521407417 501 (C)(3) 19200 GENERAL SUPPORT Baltimore City Health Start Inc 326 St Paul Place 200 Baltimore MD 21202 521694523 501 (C)(3) 19000 GENERAL SUPPORT Baltimore Urban Debate League 2601 N Howard Street 150 Baltimore MD 21218 810596405 501 (C)(3) 18838 GENERAL SUPPORT Congregation Ohr Hamizrach Inc 6813 Park Heights Avenue PO Box 32201 Baltimore MD 21282 521361689 501 (C)(3) 18750 GENERAL SUPPORT Goucher College 1021 Dulaney Valley Road Baltimore MD 21204 520591613 501 (C)(3) 18550 GENERAL SUPPORT National Council of Young Israel 1012 Avenue I Brooklyn NY 11230 111667836 501 (C)(3) 18500 GENERAL SUPPORT Family Tree Inc 2108 N Charles Street Baltimore MD 21218 521110645 501 (C)(3) 17750 GENERAL SUPPORT Maryland SPCA 3300 Falls Road Baltimore MD 212118826 526001558 501 (C)(3) 17700 GENERAL SUPPORT Shearith Israel Congregation Park Heights Glen Avenues Baltimore MD 21215 501 (C)(3) 16800 GENERAL SUPPORT Partners In Excellence 320 Cathedral Street Baltimore MD 21201 520591535 501 (C)(3) 16668 GENERAL SUPPORT George Washington University 2033 K Street NW Washington DC 20052 530196584 501 (C)(3) 16500 GENERAL SUPPORT Rabbi Chaim Kowalsky Memorial 2705 Bartol Road Baltimore MD 21209 521219478 501 (C)(3) 16100 GENERAL SUPPORT Syracuse University Skytop Road Syracuse NY 13244 150532081 501 (C)(3) 16000 GENERAL SUPPORT Hillel The Foundation for Jewish Campus Life 800 Eighth Street NW Washington DC 200013742 521844823 501 (C)(3) 15700 GENERAL SUPPORT Teach for America - MD 2601 N Howard Street 300 Baltimore MD 21218 133541913 501 (C)(3) 15500 GENERAL SUPPORT Beth Shalom Congregation 8070 Harriet Tubman Lane Columbia MD 21044 501 (C)(3) 15347 GENERAL SUPPORT Roland Park Country School 5204 Roland Avenue Baltimore MD 21210 520591631 501 (C)(3) 15003 GENERAL SUPPORT American Zionist Movement Inc 633 Third Avenue New York NY 10017 132679404 501 (C)(3) 15000 GENERAL SUPPORT Batya-Friends of United Hatzalah Inc 300 East 51st Street New York NY 10022 113533002 501 (C)(3) 15000 GENERAL SUPPORT Jemicy School 11 Celadon Road Owings Mills MD 21117 520976194 501 (C)(3) 15000 GENERAL SUPPORT Mesila International Inc 1215 40th Street Brooklyn NY 11218 113597720 501 (C)(3) 15000 GENERAL SUPPORT Shriver Hall Concert Series 3400 North Charles Street 105 Baltimore MD 21218 520937202 501 (C)(3) 15000 GENERAL SUPPORT Kennedy Krieger Institute 707 North Broadway Baltimore MD 21205 521734695 501 (C)(3) 14000 GENERAL SUPPORT Living Classrooms Foundation 802 S Caroline Street Baltimore MD 21231 521369524 501 (C)(3) 13830 GENERAL SUPPORT US Holocaust Memorial Museum 100 Raoul Wallenberg Place SW PO Box 96360 Washington DC 200906360 521309391 501 (C)(3) 13525 GENERAL SUPPORT Art On Purpose Inc 2002 Clipper Park Drive 4th Floor Baltimore MD 21211 270120603 501 (C)(3) 13500 GENERAL SUPPORT Hebrew Day School of Central Florida 851 N Maitland Avenue Maitland FL 32751 591773811 501 (C)(3) 13400 GENERAL SUPPORT Hopewell Cancer Support MD P O Box 755 Brooklandville MD 21022 521742315 501 (C)(3) 13250 GENERAL SUPPORT Peabody Institute 1 E Mt Vernon Place Baltimore MD 212022397 520595110 501 (C)(3) 13000 GENERAL SUPPORT Baltimore Zionist District Inc 3655B Old Court Road 24 Baltimore MD 212083963 521743415 501 (C)(3) 12950 GENERAL SUPPORT Babe Ruth Museum 216 Emory Street Baltimore MD 21230 520973067 501 (C)(3) 12750 GENERAL SUPPORT Computer Sciences for the Blind Inc 2132 84th Street Brooklyn NY 11214 113430665 501 (C)(3) 12600 GENERAL SUPPORT St Frances Academy 501 East Chase Street Baltimore MD 21202 501 (C)(3) 12500 GENERAL SUPPORT Jewish National Fund - MD 2 Reservoir Circle Suite 203 Baltimore MD 21208 131659627 501 (C)(3) 12436 GENERAL SUPPORT Jewish Theological Seminary 3080 Broadway New York NY 10027 136167967 501 (C)(3) 12280 GENERAL SUPPORT Jewish Recovery Houses 3723 Old Court Road 206 Baltimore MD 21208 521998445 501 (C)(3) 12250 GENERAL SUPPORT St Joseph Medical Center Foundation 7601 Osler Drive Towson MD 21204 521681044 501 (C)(3) 12000 GENERAL SUPPORT St Agnes Hospital Foundation Inc 900 South Caton Avenue SAHC Box 123 123 Baltimore MD 21229 521415083 501 (C)(3) 11768 GENERAL SUPPORT Hand in Hand American Friends of the PO Box 80102 Portland OR 972801102 931269590 501 (C)(3) 11700 GENERAL SUPPORT Chabad - Lubavitch of Baltimore 6701 Old Pimlico Road Baltimore MD 21209 501 (C)(3) 11301 GENERAL SUPPORT Jewish Federation of Greater Washington 6101 Montrose Road Rockville MD 208524186 530212445 501 (C)(3) 11300 GENERAL SUPPORT Garrison Forest School 300 Garrison Forest Road Owings Mills MD 21117 520591516 501 (C)(3) 11200 GENERAL SUPPORT American Friends of Yad Eliezer 1102 East 26th Street Brooklyn NY 11210 113459952 501 (C)(3) 11175 GENERAL SUPPORT American Bar Foundation 750 N Lake Shore Drive Chicago IL 60611 366110271 501 (C)(3) 11000 GENERAL SUPPORT Archbishop Curley High School 3701 Sinclair Lane Baltimore MD 212132079 520740597 501 (C)(3) 11000 GENERAL SUPPORT Maryland Institute College of Art 1300 Mt Royal Avenue Baltimore MD 21217 520591661 501 (C)(3) 11000 GENERAL SUPPORT Producers Club of Maryland 105 Ridgewood Road Baltimore MD 21210 521828837 501 (C)(3) 11000 GENERAL SUPPORT Baltimore Chamber Orchestra 11 West Mt Vernon Place Baltimore MD 21201 521356846 501 (C)(3) 10500 GENERAL SUPPORT Alzheimer's Association Greater Maryland Chapter 1850 York Road D Timonium MD 21093 521219428 501 (C)(3) 10450 GENERAL SUPPORT Beth Israel Congregation 3706 Crondall Lane Owings Mills MD 21117 520564187 501 (C)(3) 10200 GENERAL SUPPORT Women's Institute of Torah Seminary for Girls Inc 6602 Park Heights Avenue Baltimore MD 21215 522116241 501 (C)(3) 10133 GENERAL SUPPORT American Red Cross Greater Palm Beach Area Chapter 825 Fern Street West Palm Beach FL 33401 530196605 501 (C)(3) 10000 GENERAL SUPPORT Francis W Parker School 330 W Webster Ave Chicago IL 60614 362171732 501 (C)(3) 10000 GENERAL SUPPORT Friends of Yemin Orde 12230 Wilkins Avenue Rockville MD 208521834 223090463 501 (C)(3) 10000 GENERAL SUPPORT The Interpreters Forum Inc McDaniel College Winslow Building 102 Westminster MD 21157 030533556 501 (C)(3) 10000 GENERAL SUPPORT Jewish Federation of South Palm Beach County 9901 Donna Klein Blvd Boca Raton FL 33428 591945109 501 (C)(3) 10000 GENERAL SUPPORT Kehillah Jewish High School 3900 Fabian Way Palo Alto CA 94303 522203956 501 (C)(3) 10000 GENERAL SUPPORT Middle East Forum 1500 Walnut Street Suite 1050 Philadelphia PA 19102 251544044 501 (C)(3) 10000 GENERAL SUPPORT National Transplant Assistance Fund Inc 150 N Radnor Chester Road F120 Radnor PA 19087 521322317 501 (C)(3) 10000 GENERAL SUPPORT New Leaders dba New Leaders for New Schools 30 West 26th Street 2nd Floor New York NY 10010 043519203 501 (C)(3) 10000 GENERAL SUPPORT Roberta's House 5719 York Road Baltimore MD 21212 260517415 501 (C)(3) 10000 GENERAL SUPPORT Friends of the Israel Defense Forces 350 Fifth Avenue 2011 New York NY 10118 133156445 501 (C)(3) 9960 GENERAL SUPPORT Har Sinai Congregation 2905 Walnut Avenue Owings Mills MD 21117 520607901 501 (C)(3) 9800 GENERAL SUPPORT Maryland Historical Society 201 West Monument Street Baltimore MD 212014674 520403670 501 (C)(3) 9750 GENERAL SUPPORT Boys School of St Paul 11152 Falls Road P O Box 8100 Brooklandville MD 21022 520591463 501 (C)(3) 9500 GENERAL SUPPORT Johns Hopkins University School of Medicine 600 North Wolfe Street Baltimore MD 21287 520590110 501 (C)(3) 9500 GENERAL SUPPORT Wide Angle Community Media 2601 N Howard Street Baltimore MD 21218 522276602 501 (C)(3) 9500 GENERAL SUPPORT Young Audiences of Maryland Inc 2601 N Howard Street 320 Baltimore MD 21218 520698849 501 (C)(3) 9500 GENERAL SUPPORT House of Ruth 2201 Argonne Drive Baltimore MD 21218 521100236 501 (C)(3) 9430 GENERAL SUPPORT Columbia Foundation 10221 Wincopin Circle Suite 100 Columbia MD 21044 520937644 501 (C)(3) 9400 GENERAL SUPPORT American Visionary Art Museum 800 Key Highway Baltimore MD 21230 521608934 501 (C)(3) 8960 GENERAL SUPPORT Maryland Science Center 601 Light Street Baltimore MD 21230 520668166 501 (C)(3) 8600 GENERAL SUPPORT Hatzalah of Baltimore 5906 Key Avenue Baltimore MD 21215 204603471 501 (C)(3) 8500 GENERAL SUPPORT St John's College PO Box 2800 Annapolis MD 214049933 520591421 501 (C)(3) 8500 GENERAL SUPPORT University of Maryland Baltimore County Foundation 1000 Hilltop Circle Baltimore MD 21250 521125663 501 (C)(3) 8500 GENERAL SUPPORT St Vincent de Paul of Baltimore 2305 N Charles Street 300 Baltimore MD 21218 520597056 501 (C)(3) 8260 GENERAL SUPPORT University of Maryland Baltimore Foundation 660 W Redwood Street Baltimore MD 21201 311678679 501 (C)(3) 8160 GENERAL SUPPORT ACHIM 3702 Fords Lane Baltimore MD 21215 521369910 501 (C)(3) 8000 GENERAL SUPPORT Bnai Jacob Shaarei Zion Congregation 6602 Park Heights Avenue Baltimore MD 21215 520618349 501 (C)(3) 8000 GENERAL SUPPORT Congregation Ahaims Tzedoko V'Chesed 450 Park Avenue 32nd Floor New York NY 10022 501 (C)(3) 8000 GENERAL SUPPORT Jewish Fund for Justice 330 Seventh Avenue 1401 New York NY 10001 521332694 501 (C)(3) 8000 GENERAL SUPPORT Greater Miami Jewish Federation 4200 Biscayne Blvd Miami FL 33137 590624404 501 (C)(3) 8000 GENERAL SUPPORT United Jewish Federation of MetroWest 901 Route 10 Whippany NJ 07981 221487222 501 (C)(3) 8000 GENERAL SUPPORT Baltimore Hebrew Congregation 7401 Park Heights Avenue Baltimore MD 21208 520591578 501 (C)(3) 7962 GENERAL SUPPORT Center for Fathers Families & Work Force Development Inc 3002 Druid Park Drive Baltimore MD 21215 522142708 501 (C)(3) 7500 GENERAL SUPPORT Corporation of Haverford College 370 Lancaster Avenue Haverford PA 19041 236002304 501 (C)(3) 7500 GENERAL SUPPORT Hebrew Burial and Social Service Society 300 Red Brook Boulevard 200 Owings Mills MD 21117 501 (C)(3) 7500 GENERAL SUPPORT Johns Hopkins UniversityKimmel Cancer Center 401 N Broadway Suite 1100 Baltimore MD 21231 520595110 501 (C)(3) 7500 GENERAL SUPPORT Kol Torah Congregation 3209 Fallstaff Road Baltimore MD 21215 501 (C)(3) 7500 GENERAL SUPPORT Sheppard & Enoch Pratt Health System 6501 North Charles Street PO Box 6815 Baltimore MD 212856815 520591684 501 (C)(3) 7500 GENERAL SUPPORT Stevenson University 1525 Greenspring Valley Road Stevenson MD 21153 520705392 501 (C)(3) 7500 GENERAL SUPPORT Jewish Cemetery Association of Greater Baltimore Inc 101 W Mt Royal Avenue Baltimore MD 21201 522178573 501 (C)(3) 7473 GENERAL SUPPORT Shoresh Inc 2704 Bartol Avenue Baltimore MD 21209 521664097 501 (C)(3) 7460 GENERAL SUPPORT Fund for Educational Excellence 800 N Charles Street 400 Baltimore MD 21201 521129402 501 (C)(3) 7250 GENERAL SUPPORT Arts Education in Maryland Schools Alliance Inc 175 W Ostend Street A-3 Baltimore MD 21230 522056349 501 (C)(3) 7200 GENERAL SUPPORT Yesodei Hatorah 2416 Taney Road Baltimore MD 21209 521792965 501 (C)(3) 7110 GENERAL SUPPORT Jewish Federations of North America 25 Broadway 1700 New York NY 100041010 131624240 501 (C)(3) 7000 GENERAL SUPPORT Gilchrist Hospice Care Inc 11311 McCormick Road 350 Hunt Valley MD 21031 521851251 501 (C)(3) 6750 GENERAL SUPPORT The Seed School of Maryland 200 Font Hill Avenue Baltimore MD 21223 061818759 501 (C)(3) 6700 GENERAL SUPPORT AUM Inc 12428 Park Heights Avenue Owings Mills MD 21117 237181971 501 (C)(3) 6300 GENERAL SUPPORT National Conference of Synagogue Youth 4001 Clarks Lane Baltimore MD 21215 521071003 501 (C)(3) 6240 GENERAL SUPPORT Birthright Israel Foundation 33 E 33rd Street Floor 7 New York NY 100165354 134092050 501 (C)(3) 6200 GENERAL SUPPORT Temple Oheb Shalom 7310 Park Heights Avenue Baltimore MD 21208 501 (C)(3) 6079 GENERAL SUPPORT Beth Jacob High School 5100 West 14th Avenue Denver CO 80204 840585743 501 (C)(3) 6000 GENERAL SUPPORT Bnos Yisroel of Baltimore Inc 5713 Park Heights Avenue Baltimore MD 21215 522231272 501 (C)(3) 6000 GENERAL SUPPORT Brown RISD Hillel Foundation 80 Brown Street Providence RI 02906 056019146 501 (C)(3) 6000 GENERAL SUPPORT Community Mediation Program Inc 3333 Greenmount Avenue Baltimore MD 21218 522086670 501 (C)(3) 6000 GENERAL SUPPORT Everyman Theatre 1727 N Charles Street Baltimore MD 21201 521593239 501 (C)(3) 6000 GENERAL SUPPORT Foundation for the National Institutes of Health 1 Cloister Court 152 Bethesda MD 20814 521986675 501 (C)(3) 6000 GENERAL SUPPORT Miami City Ballet 2200 Liberty Avenue Miami Beach FL 33139 592578534 501 (C)(3) 6000 GENERAL SUPPORT Morgan State University Foundation Inc 1700 East Cold Spring Lane Baltimore MD 21251 237089143 501 (C)(3) 6000 GENERAL SUPPORT Simchas Esther 418 Yeshiva Lane Baltimore MD 21208 521219478 501 (C)(3) 6000 GENERAL SUPPORT Volunteer Central Inc 175 W Ostend Street 100 Baltimore MD 21230 521810831 501 (C)(3) 6000 GENERAL SUPPORT Yeshiva of Greater Washington Inc 2010 Linden Lane Silver Spring MD 20910 521106842 501 (C)(3) 6000 GENERAL SUPPORT Baltimore Chesapeake Outward Bound 1900 Eagle Drive Baltimore MD 212079668 342007841 501 (C)(3) 5500 GENERAL SUPPORT Baltimore Educational Scholarship Trust 808 North Charles Street Suite 200-C Baltimore MD 212015308 521072250 501 (C)(3) 5500 GENERAL SUPPORT Boy Scouts of America Council 701 Wyman Park Drive Baltimore MD 21211 520591572 501 (C)(3) 5500 GENERAL SUPPORT Hillel Academy of Denver 450 South Hudson Street Denver CO 80246 840430032 501 (C)(3) 5500 GENERAL SUPPORT Israel Children's Centers 2151 W Hillsboro Boulevard 306 Deerfield Beach FL 33442 132961273 501 (C)(3) 5500 GENERAL SUPPORT Johns Hopkins University 615 N Wolfe Street 1604-B Baltimore MD 212052179 520595110 501 (C)(3) 5500 GENERAL SUPPORT Maryland Mentoring Partnership 517 North Charles Street Suite 200 Baltimore MD 21201 521673142 501 (C)(3) 5500 GENERAL SUPPORT Mayo Foundation 200 First Street SW Rochester MN 55905 411937751 501 (C)(3) 5500 GENERAL SUPPORT New Israel Fund 1101 14th Street NW Sixth Floor Washington DC 200055639 942607722 501 (C)(3) 5500 GENERAL SUPPORT Temple Micah 2829 Wisconsin Avenue NW Washington DC 20007 501 (C)(3) 5500 GENERAL SUPPORT Hadassah Baltimore 3723 Old Court Road Baltimore MD 21208 136227614 501 (C)(3) 5430 GENERAL SUPPORT Kollel Avodas Levi 400 Mt Wilson Lane Baltimore MD 21208 501 (C)(3) 5360 GENERAL SUPPORT Chofetz Chaim Adath Bnei 5915 Park Heights Avenue Baltimore MD 21215 521277620 501 (C)(3) 5310 GENERAL SUPPORT Be More Inc 2601 N Howard Street Baltimore MD 21218 208980618 501 (C)(3) 5300 GENERAL SUPPORT Washington Hebrew Congregation 3935 Macomb Street NW Washington DC 20016 530196646 501 (C)(3) 5260 GENERAL SUPPORT Creative Alliance 3134 Eastern Avenue Baltimore MD 21224 521919988 501 (C)(3) 5250 GENERAL SUPPORT The Penn Fund 3451 Walnut Street Philadelphia PA 191046285 231352685 501 (C)(3) 5250 GENERAL SUPPORT Talmudic College of Florida Inc 4000 Alton Road Miami Beach FL 331403854 591571122 501 (C)(3) 5250 GENERAL SUPPORT Jewish National Fund 42 East 69th Street New York NY 10021 131659627 501 (C)(3) 5200 GENERAL SUPPORT University of Maryland Medical System Foundation 22 South Greene Street Baltimore MD 21201 522238893 501 (C)(3) 5180 GENERAL SUPPORT Baltimore City College Alumni Association PO Box 21494 Baltimore MD 212821494 521034509 501 (C)(3) 5100 GENERAL SUPPORT Loyola Univeristy Maryland 4501 North Charles Street Baltimore MD 212102699 520591623 501 (C)(3) 5100 GENERAL SUPPORT Mt Washington Pediatric Hospital Inc 1708 West Rogers Avenue Baltimore MD 212094596 520591483 501 (C)(3) 5100 GENERAL SUPPORT American Friends of Yeshiva of Kodshim 7901 21st Avenue Brooklyn NY 11214 133988433 501 (C)(3) 5000 GENERAL SUPPORT Baltimore Tennis Patrons 1107 Kenilworth Drive Suite 320 Baltimore MD 212042135 521155561 501 (C)(3) 5000 GENERAL SUPPORT Bucknell University Cooley Hall Lewisburg PA 17837 240772407 501 (C)(3) 5000 GENERAL SUPPORT Center for Urban Families Inc 2201 N Monroe Street Baltimore MD 21217 522142708 501 (C)(3) 5000 GENERAL SUPPORT College Bound 300 Water Street 300 Baltimore MD 21202 521761312 501 (C)(3) 5000 GENERAL SUPPORT The Community College of Baltimore County Foundation Inc 800 South Rolling Road Baltimore MD 21228 203246676 501 (C)(3) 5000 GENERAL SUPPORT Community Foundation of Carroll County Inc 10 Distillery Drive Westminster MD 21157 521865244 501 (C)(3) 5000 GENERAL SUPPORT Community Law Center 2500 Maryland Avenue Baltimore MD 21218 521320934 501 (C)(3) 5000 GENERAL SUPPORT Congregation Bet Ha'am 81 Westbrook Court South Portland ME 04106 501 (C)(3) 5000 GENERAL SUPPORT Congregation & Gmach Zichron Shlomo 5014 Sixteenth Ave 132 Brooklyn NY 11204 263844141 501 (C)(3) 5000 GENERAL SUPPORT Cylburn Arboretum Association Inc 4915 Greenspring Avenue Baltimore MD 21209 237091589 501 (C)(3) 5000 GENERAL SUPPORT Dayspring Programs Inc 1200 N Collington Avenue Baltimore MD 21213 522042543 501 (C)(3) 5000 GENERAL SUPPORT Fusion Partnerships Inc 1601 Guilford Ave 2 South Baltimore MD 21202 522148413 501 (C)(3) 5000 GENERAL SUPPORT Hillel The Foundation for Jewish Campus Life FL 2020 W University Avenue Gainesville FL 32603 651090524 501 (C)(3) 5000 GENERAL SUPPORT International Center of Photography 1114 Avenue of the Americas New York NY 10036 237412428 501 (C)(3) 5000 GENERAL SUPPORT Maryland New Directions Inc 2700 N Charles Street 200 Baltimore MD 21218 521021365 501 (C)(3) 5000 GENERAL SUPPORT National Research Center for Women & Families Inc 1701 K Street NW 700 Washington DC 20006 522169212 501 (C)(3) 5000 GENERAL SUPPORT Northwest Hospital Center Inc 5401 Old Court Road Randallstown MD 21133 521372665 501 (C)(3) 5000 GENERAL SUPPORT Save A Torah Inc 12250 Rockville Pike Room 200 Rockville MD 20852 200730427 501 (C)(3) 5000 GENERAL SUPPORT Sierra Club Foundation 85 Second Street 750 San Francisco CA 94105 946069890 501 (C)(3) 5000 GENERAL SUPPORT Administrators of The Tulane Educational Fund 6823 St Charles Avenue New Orleans LA 70118 720423889 501 (C)(3) 5000 GENERAL SUPPORT University of Rochester 1325 Mt Hope Avenue Rochester NY 146203991 160743209 501 (C)(3) 5000 GENERAL SUPPORT Youth as Resources 2 East Read Street Baltimore MD 21202 237180620 501 (C)(3) 5000 GENERAL SUPPORT SHOMREI EMUNAH CONGREGATION 6221 GREENSPRING AVENUE BALTIMORE MD 21209 501 (C)(3) 30859 GENERAL SUPPORT 248 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Lay and professional leadership meets with agency representation several times during the year to monitor the fiscal health of the organization as well as to ensure appropriate use of funds. Agencies are required to submit budgets on a quarterly basis as well as an organization business plan once a year. Other Information: Part IV: The Associated through its Community Planning and Allocations Executive Committee, a lay body, meets throughout the fiscal year to assess and determine ongoing eligibility of funded organizations as well as to clearly identify criteria to be used as the basis for funding decisions for the next fiscal year. In addition, a record of all grants made is maintained in order to ensure that grants are used as requested. The AJC maintains an extensive donor advised fund program as detailed on Schedule D, Part 1. Many of the organizations listed as having received grants from the AJC did so at the recommendation of donor advisors who have donor advised funds with the AJC. These grants have been approved by the AJC, but do not necessarily directly reflect the priorities of its affiliate, THE ASSOCIATED. 0 1 0 0 0 0 0 0 0 MARC B TERRILL 0 392881 0 75000 0 9978 0 23151 0 15585 0 516595 0 0 Part I, Line 4a LINE 4B - PAYMENTS FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS MARC TERRILL - 0 All contributions into the plan are at the discretion of the participant. THE ASSOCIATED makes no contributions on behalf of the individual. Withdrawals are at the discretion of the participant. Upon leaving employment with THE ASSOCIATED, the participant must either take a full distribution or transfer the account to another custodian. Supplemental Information Part III Part I, Line 3 a related organization, the associated, uses a compensation committee, Form 990 of other organizations, and a compensation survey or study to establish the organization's executive director's compensation. MARYLAND ECONOMIC DEVELOPMENT CORPORATION 521376562 57420NAM3 2004-09-01 10000000 VARIOUS CONSTRUCTION PROJECTS 0 1 COLORADO EDUCATION AND CULTURAL FACILITIES AUTHORITY 840896727 196458A45 2005-04-14 19390000 REFINANCE 0 1 9927713 72287 9927713 2006 0 0 1 1 19215000 175000 2009 0 1 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 1 BANK OF AMERICA 26.300000000000 0 0 0 0 1 1 BANK OF AMERICA 24.000000000000 0 0 0 X 43 2494262 FAIR MARKET VALUE 0 1 0 Form 990, Part VI, Section A, line 2 FREDERICA K. SAXON AND FRITZI HALLOCK HAVE A FAMILY RELATIONSHIP. Form 990, Part VI, Section A, line 6 Any individual(s), Jewish or non-Jewish, who supports the mission and who, directly or through a family, corporation, firm, trust, or foundation, contributes to The Associated Annual Campaign in any fiscal year of The Associated, shall be a member and during the fiscal year in which a contribution is made and for the succeeding fiscal year. Form 990, Part VI, Section A, line 7a The members of the organization elect the board of directors. Elections of Directors and Officers shall be held by ballot at each annual meeting of the Associated. Form 990, Part VI, Section A, line 7b The Members of the Organization are required to approve any amendments to the bylaws or the articles of incorporation. Form 990, Part VI, Section B, line 11 The board delegated authority of the review and approval of the form 990 to the audit committee. Both senior management and the audit committee have reviewed the form 990 in detail prior to submission to the IRS. Form 990, Part VI, Section B, line 12c Officers, board members and senior staff of THE ASSOCIATED are required to submit a conflict of interest disclosure form each year. Each officer, director and staff member is expected to disclose any potential conflicts including a direct or indirect interest (financial, familial or otherwise) with the business of THE ASSOCIATED. If THE ASSOCIATED takes up for consideration any matter in which an officer, director or staff member, or persons affiliated with them, have such a conflicted interest, THE ASSOCIATED shall resolve questions of real or apparent conflict of interest through the following procedures: 1. The person with a conflicted interest must disclose any relevant facts that might give rise to a conflict of interest. 2. The person so affected may take part in any discussion of any such matters, unless THE ASSOCIATED specifically requests the person to abstain from such discussion. 3. The person with a conflicted interest shall abstain from voting on any resolution involving such matters. Form 990, Part VI, Section B, line 15a Compensation is paid by a related organization, The associated jewish community federation of baltimore, inc. The Associated's Executive Compensation committee which is comprised of both past and current top lay leadership annually reviews compensation of all key employees, officers and the President based on review of independent surveys of such individuals of other like size organizations across the nation as well as compensation reviews of other not for profit organizations in the greater Baltimore metro area. The committee considers standards of living as well as size and complexity of such organizations. The Committee also reviews the percentage of compensation of such employees to the total operating budget and considers general economic conditions impacting the organization's environment that it operates within to determine that such percentage appears to fall in line with similar organizations. The determination of the executive compensation committee is then presented to the affected employee as an offer. No negotiation is undertaken between the employee and the committee. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. form 990, part vii the executive director, Marc Terrill devotes 40 hours per week to THE ASSOCIATED Jewish Community Federation of Baltimore, a related entity. The salary reflected on Part VII of this return is compensation paid by THE ASSOCIATED and is not in addition to the amounts shown on Part VII and elsewhere of THE ASSOCIATED's Form 990. The officers and directors of the AJC are the same as the Jewish Welfare Fund, a related 501(c)(3) organization. each officer and director devotes about 1.5 hours per week to the related organization. The following Board Members are also directors of The Associated. They devote about 1.5 hours per week to the related organization. Bruce Sholk Charles Baum Frederica K. Saxon Howard Cohen J. Mark Schapiro Jeffrey Scherr John Davison Mitchell Whiteman Nancy Hackerman Richard Davison Richard Wyman Robert Russel form 990, part ix THE ASSOCIATED: Jewish Community Federation of Baltimore, Inc. (THE ASSOCIATED) and the Associated Jewish Charities of Baltimore (the AJC) are affiliated organizations and work in conjunction with each other to accomplish the mission of THE ASSOCIATED. The two organizations were formed as separate entities to divide the asset holding organization (the AJC) from the program service delivery organization (THE ASSOCIATED). If the two organizations were combined, the total amount of program service expenses compared to total expenses would be 89.35% THE ASSOCIATED PROGRAM EXPENSE 37,225,089 TOTAL EXPENSE 43,902,378 PROGRAM SERVICE % 84.79% AJC PROGRAM EXPENSE 24,277,962 TOTAL EXPENSE 24,783,045 PROGRAM SERVICE % 97.96% TOTAL PROGRAM EXPENSE 61,503,051 TOTAL EXPENSE 68,685,423 PROGRAM SERVICE % 89.54% JEWISH WELFARE FUND OF BALTIMORE INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 526001443 EXEMPT ORGANIZATION MD 501(C)(3) 7 N/A THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 EXEMPT ORGANIZATION MD 501(C)(3) 7 N/A 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0