2011-08-15T08:00:20-05:00 2010-12-31 SQUIRE LEMKIN COMPANY LLP 111 ROCKVILLE PIKE SUITE 475 ROCKVILLE MD 20850 990 2010-01-01 526064549 JEWISH HISTORICAL SOCIETY OF GREATER WASHINGTON JEWI 2027890900 701 4TH STREET NW NO 200 WASHINGTON DC 20001 SIDNEY J SILVER 2027890900 2011-08-08 1 JOHN SQUIRE 3014246800 2010 2016-02-24 21:20:13Z SIDNEY J SILVER 701 4TH STREET NW NO 200 WASHINGTON DC 20001 1131747 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 WILL HOUSE GALLERY SPACE FOR OUTREACH ACTIVITIES AS WELL AS ADMINISTRATIVE OFFICES. 57 57 6 0 -40060 -40062 565232 781474 42266 16725 27407 36067 -67754 163378 567151 997644 0 0 0 0 296921 285883 0 0 40453 482573 369813 779494 655696 -212343 341948 4673965 4997698 1857740 1764411 2816225 3233287 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 485199 16725 EDUCATING THE PUBLIC THROUGH EXHIBITS, LECTURES, AND TOURS. 485199 1 1 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 14 0 1 6 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 57 57 1 0 1 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 DC MD VA X X THE ORGANIZATION 2027890900 701 4TH STREET NW WASHINGTON DC 20001 SID SILVER 2.00 X 0 0 0 BILL RICE 2.00 X 0 0 0 JOSEPH HERSON 2.00 X 0 0 0 SHARON BURKA 2.00 X 0 0 0 ALBERT H SMALL JR 2.00 X 0 0 0 GWEN ZUARES 2.00 X 0 0 0 ANDREW AMMERMAN 2.00 X 0 0 0 LES BERGEN 2.00 X 0 0 0 STEVE BLACHER 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 SHULAMITH ELSTER 2.00 X 0 0 0 MARYANN FRIEDMAN 2.00 X 0 0 0 TRACEY GALLAGHER 2.00 X 0 0 0 MARGOT HECKMAN 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 BRENDA PASCAL 2.00 X 0 0 0 BARBARA REIN 2.00 X 0 0 0 ELLEN SUE SHAPIRO 2.00 X 0 0 0 TODD SHERBACOW 2.00 X 0 0 0 RABBI MATTHEW SIMON 2.00 X 0 0 0 RUSSELL SMITH 2.00 X 0 0 0 ALEX STEIN 2.00 X 0 0 0 DIANE WATTENBERG 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 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 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 77000 0 14202 77000 0 14202 0 0 0 0 ARENT FOX LLP 1050 CONNECTICUT AVENUE NW WASHINGTON DC 200365339 LEGAL SERVICES 113368 1 299545 4109 477820 781474 TOURS, LECTURES, AND E 900099 16725 16725 16725 36067 36067 78415 134103 -55688 -55688 -40060 -15628 LEGAL FEE REIMBURSEMEN 900099 219066 219066 219066 997644 16725 -40060 239505 91202 66760 24442 171618 153553 18065 23063 22125 938 129519 69653 36574 23292 1158 1038 120 5598 5598 5266 1587 3656 23 42406 42406 11458 8179 3279 DEPRECIATION 48772 37116 11656 REFRESHMENTS 19946 18884 977 85 PRINTING AND COPYING 19851 16513 1238 2100 SUPPLIES AND EQUIPMENT 19007 9533 9337 137 UTILITIES 18473 17060 1413 48359 15194 18349 14816 655696 485199 130044 40453 123287 473400 338647 144696 20466 12680 2658581 276044 2455745 2382537 1735820 1984385 4673965 4997698 134146 63063 1720594 1698348 3000 3000 1857740 1764411 X 367551 860487 1774936 1684362 673738 688438 2816225 3233287 4673965 4997698 X 341948 75114 X X 0 1 1 X 0 X 1009870 2127544 820618 607498 781474 5347004 21082 70383 37484 42266 16725 187940 1030952 2197927 858102 649764 798199 5534944 627726 707500 276104 320490 544047 2475867 0 627726 707500 276104 320490 544047 2475867 3059077 68530 118979 68982 27407 36067 319965 68530 118979 68982 27407 36067 319965 -9373 -43750 -48163 -40060 -141346 18551 219066 237617 1118033 2307533 883334 629008 1013272 5951180 0.51400 0.57850 0.05380 0.05500 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: PROCEEDS FROM SETTLEMENT RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 2601193 389437 92841 496465 2587006 2829545 451731 112337 792420 2601193 3289936 601483 -261393 800481 2829545 0.08280 0.26610 0.65110 0 0 624715 624715 1731990 159070 1572920 229285 66699 162586 72591 50275 22316 2382537 TENANT DEPOSITS 3000 3000 997644 655696 341948 75114 75114 417062 1206861 75114 75114 1131747 -134103 -134103 997644 789799 134103 134103 655696 0 655696 PART III, LINE 1A: ARCHIVAL COLLECTIONS - AS OF DECEMBER 31, 2010 AND 2009, 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 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 38 SEE SCHEDULE O 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THERE WERE THREE 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); AND LAURA COHEN APELBAUM (EXECUTIVE DIRECTOR)IS THE DAUGHTER OF SHELDON COHEN (HONORARY DIRECTOR). THERE WERE SIX INSTANCES OF BUSINESS RELATIONSHIPS: LAURA APELBAUM AND CATHERINE JOYCE, SHELDON COHEN AND CATHERINE JOYCE, MARGERY ELSBERG AND SIDNEY SILVER, ANDREW AMMERMAN AND SIDNEY SILVER, ALBERT H. SMALL, JR. AND STUART ZUCKERMAN, AND THE SOCIETY AND MARTHA BINDEMAN, WIFE OF DIRECTOR, STUART BINDEMAN. FORM 990, PART VI, SECTION A, LINE 4 AT THE ANNUAL MEETING IN NOVEMBER 2010, THE SOCIETY'S BYLAWS WERE AMENDED TO ALLOW THE PRESIDENT TO SERVE TWO CONSECUTIVE TERMS AS OPPOSED TO ONE TERM; AND TO CHANGE THE NUMBER OF BOARD MEMBERS TO A RANGE OF 15 TO 24 INSTEAD OF 21 TO 24. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 75,114. FORM 990, PART XI, LINE 2C: COMMITTEE RESPONSIBLE FOR OVERSIGHT THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. SCHEDULE M: PART I, LINE 1 ART - WORKS OF ART HISTORICAL MEMORABILIA CONSISTS OF MULITPLE PAPERS AND VALUE CAN NOT BE DETERMINED. FORM 990, PART VI, LINE 12A: CONFLICT OF INTEREST POLICY THE SOCIETY IS IN THE PROCESS OF DRAFTING A CONFLICT OF INTEREST POLICY AND IS AWAITING BOARD APPROVAL IN 2011. FORM 990, PART VI, LINE 14: RECORD RETENTION POLICY THE SOCIETY HAS DRAFTED A RECORD RETENTION POLICY WHICH HAS BEEN APPROVED BY THE BOARD IN 2011.