Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 07-01-2013 , 2013, and ending 06-30-2014
BCheck if applicable:
CName of organization
THE ASSOCIATED JEWISH COMMUNITY
FEDERATION OF BALTIMORE INC
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
101 W MOUNT ROYAL AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21201
D Employer identification number

52-0607957
E Telephone number

G Gross receipts $ 46,227,156
F Name and address of principal officer:
MARC TERRILL
101 W MOUNT ROYAL AVENUE
BALTIMORE,MD21201
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.ASSOCIATED.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1950
M State of legal domicile: MD
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE 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.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 30
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 30
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 165
6 Total number of volunteers (estimate if necessary) ............. 6 7,500
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 404,371
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 111,870
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 39,911,912 41,750,760
9 Program service revenue (Part VIII, line 2g) ......... 2,921,683 3,736,860
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 229,874 273,676
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 353,535 465,860
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 43,417,004 46,227,156
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 27,126,876 28,008,011
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 10,309,769 11,148,638
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 9,563 12,269
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet5,197,225    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 6,546,530 7,418,487
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 43,992,738 46,587,405
19 Revenue less expenses. Subtract line 18 from line 12....... -575,734 -360,249
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 33,007,927 30,752,267
21 Total liabilities (Part X, line 26)............. 15,863,078 13,967,667
22 Net assets or fund balances. Subtract line 21 from line 20..... 17,144,849 16,784,600
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE 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.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 38,733,006 including grants of $ 28,008,011 ) (Revenue $ 3,332,489 )
THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE 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. THE ASSOCIATED ALLOCATES FUNDS TO ORGANIZATIONS WHO PERFORM VARIOUS SERVICES FOR THE BENEFIT OF THE JEWISH COMMUNITY (I.E. HEALTH, INSTITUTIONAL, FAMILY, EDUCATIONAL AND CULTURAL SERVICES).
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet38,733,006
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
173
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
165
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
30
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
30
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MD
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletMARK SMOLARZ101 W MOUNT ROYAL AVEBALTIMOREMD21201 (410) 727-4828
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) HOWARD E FRIEDMAN........................................................................
CHAIR
 6.00
.......................4.50 		X   X       0 0 0
(2) MARK NEUMANN........................................................................
CHAIR-ELECT
 3.00
.......................   		X   X       0 0 0
(3) MELISSA CORDISH........................................................................
SECRETARY
 2.00
.......................   		X   X       0 0 0
(4) PHILIP E SACHS........................................................................
TREASURER
 3.00
.......................   		X   X       0 0 0
(5) LAWRENCE MACKS........................................................................
PRESIDENT, AJC
 2.00
.......................5.50 		X           0 0 0
(6) LINDA HURWITZ........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(7) ANN NEUMANN LIBOV........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(8) DAN HIRSCHHORN........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(9) JOHN C DAVISON........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(10) JOHN SHMERLER........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(11) RINA JANET........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(12) MICHELE LAX........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(13) NANCY HACKERMAN........................................................................
DIRECTOR
 1.50
.......................4.50 		X           0 0 0
(14) ROBERT C RUSSEL........................................................................
CHAIR, AUDIT
 2.00
.......................3.50 		X           0 0 0
(15) BRUCE SHOLK........................................................................
DIRECTOR
 1.50
.......................3.00 		X           0 0 0
(16) ELLEN MACKS........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(17) JEFFREY BLAVATT........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) ANNETTE COOPER........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(19) JUDI FADER........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(20) GENINE MACKS FIDLER........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(21) BETH GOLDSMITH........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(22) MICHAEL KLEIN........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(23) ALLISON MAGAT........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(24) YEHUDA NEUBERGER........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(25) PJ PEARLSTONE........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(26) DR NANCY KOHN RABIN........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(27) TERRY M RUBENSTEIN........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(28) JM SCHAPIRO........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(29) DEBRA S WEINBERG........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(30) JERRY WOLASKY........................................................................
DIRECTOR
 1.50
.......................   		X           0 0 0
(31) MARC B TERRILL........................................................................
PRESIDENT
 40.00
.......................11.50 		    X       634,883 0 89,674
(32) MARK SMOLARZ........................................................................
COO/CFO
 40.00
.......................   		    X       197,025 0 25,654
(33) MICHAEL FRIEDMAN........................................................................
SENIOR VICE PRESIDENT
 40.00
.......................   		        X   194,490 0 8,884
(34) ABE WASSERBERGER........................................................................
VP RESOURCE DEVELOPMENT
 40.00
.......................   		        X   145,023 0 3,384
(35) LESLIE POMERANTZ........................................................................
SENIOR VICE PRESIDENT
 40.00
.......................   		        X   143,871 0 6,007
(36) MICHAEL HOFFMAN........................................................................
CHIEF DEVELOPMENT OFFICER
 40.00
.......................   		        X   129,018 0 35,508
(37) MICHAEL DYE........................................................................
VP, INVESTMENTS & RISK MGMT
 40.00
.......................   		        X   126,133 0 34,138
(38) DARRELL FRIEDMAN........................................................................
FORMER OFFICER
 0.00
.......................   		          X 139,822 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,710,265 0 203,249
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet10
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
FIELD TRAVEL295 MADISON AVE STE 1805NEW YORKNY10017 TRAVEL SERVICES 312,705
KENES TOURS & EXHIBITIONSBEIT KENESAIRPORT CITYIS7019900 TRAVEL SERVICES 239,106
MOUNT ROYAL PRINTING COMPANY6310 BLAIR HILL LANEBALTIMOREMD21209 PRINTING SERVICES 182,267
ADVANCE BUSINESS SYSTEMSPO BOX 759319BALTIMOREMD21275 BUSINESS MACHINE MAINTENANCE SERVICES 164,578
MCGLADREY LLP5155 PAYSPHERE CIRCLECHICAGOIL60674 AUDITING & ACCT. SERVICES 161,700
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet7
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 20,720,013
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 16,491,720
e Government grants (contributions)1e 300,000
f All other contributions, gifts, grants, and
similar amounts not included above1f 		4,239,027
g Noncash contributions included in lines
1a-1f:$ 		1,736,191
h Total. Add lines 1a-1f.......MediumBullet 41,750,760
Program Service RevenueAmt Business Code
2a ENDOWMENT FEE INCOME 900099 2,811,631 2,407,260 404,371  
b EDUCATIONAL PROGRAMS 900099 598,330 598,330    
c OPERATING PROGRAMS 900099 326,899 326,899    
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 3,736,860
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 179,713     179,713
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 15,354  
b Less: rental expenses 0  
c Rental income or (loss) 15,354  
d Net rental income or (loss).......MediumBullet 15,354     15,354
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 93,963  
b Less: cost or other basis and sales expenses 0  
c Gain or (loss) 93,963  
d Net gain or (loss)..........MediumBullet 93,963     93,963
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a MISCELLANEOUS 900099 450,506     450,506
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 450,506
12 Total revenue. See Instructions......MediumBullet 46,227,156 3,332,489 404,371 739,536
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 27,970,001 27,970,001
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 38,010 38,010
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 934,966 586,029 348,937  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 8,150,940 5,537,696 934,595 1,678,649
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits ....... 1,428,213 962,588 201,758 263,867
10 Payroll taxes ........... 634,519 427,654 89,636 117,229
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 46,410 3,517 42,893  
c Accounting ........... 68,000   68,000  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 12,269 12,269
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 370,365 53,874 257,218 59,273
12 Advertising and promotion .... 468,799 43,738 2,216 422,845
13 Office expenses ....... 401,010 278,886 37,585 84,539
14 Information technology ...... 123,539 83,932 14,165 25,442
15 Royalties ..        
16 Occupancy ........... 1,894,034 1,286,794 217,172 390,068
17 Travel ............ 177,795 71,919 65,984 39,892
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 173,052 54,675 80,210 38,167
20 Interest ........... 117,257   117,257  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .....        
23 Insurance .............. 187,004 28,587 158,417  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PROGRAM SERVICE EXPENSE 2,674,247 1,238,182   1,436,065
b ALLOWANCE FOR UNCOLLECT 600,000     600,000
c MISCELLANEOUS EXPENSES 95,844 66,924   28,920
d UNRELATED BUSINESS INCO 21,131   21,131  
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 46,587,405 38,733,006 2,657,174 5,197,225
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 2,126,883 1 863,409
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ........... 18,579,510 3 17,693,016
4 Accounts receivable, net ............. 1,011,280 4 1,017,240
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
62,500 5 58,281
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ............. 539,031 7 695,685
8 Inventories for sale or use .............. 2,674 8 5,152
9 Prepaid expenses and deferred charges .......... 157,589 9 95,660
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation ..... 10b     10c  
11 Investments—publicly traded securities .......... 9,719,939 11 9,701,825
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 808,521 15 621,999
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 33,007,927 16 30,752,267
Liabilities 17 Accounts payable and accrued expenses ......... 5,764,944 17 3,505,981
18 Grants payable ................. 367,285 18 443,529
19 Deferred revenue ................ 156,046 19 151,799
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 4,550 23 3,420
24 Unsecured notes and loans payable to unrelated third parties .... 9,002,300 24 9,035,473
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 567,953 25 827,465
26 Total liabilities. Add lines 17 through 25......... 15,863,078 26 13,967,667
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. -2,430,647 27 -2,366,441
28 Temporarily restricted net assets ........... 19,575,496 28 19,151,041
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 17,144,849 33 16,784,600
34 Total liabilities and net assets/fund balances ........ 33,007,927 34 30,752,267
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
46,227,156
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
46,587,405
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-360,249
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
17,144,849
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
16,784,600
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
THE ASSOCIATED JEWISH COMMUNITY
FEDERATION OF BALTIMORE INC
Employer identification number

52-0607957
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 39,668,282 39,543,640 42,947,080 39,911,912 41,750,760 203,821,674
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 39,668,282 39,543,640 42,947,080 39,911,912 41,750,760 203,821,674
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 13,698,019
6 Public support. Subtract line 5 from line 4. 190,123,655
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 39,668,282 39,543,640 42,947,080 39,911,912 41,750,760 203,821,674
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 364,156 302,762 262,689 264,417 195,067 1,389,091
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 3,395 11,238 14,210 21,131 26,879 76,853
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10). 205,287,618
12
12
15,032,710
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
92.610 %
15
15
91.290 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
THE ASSOCIATED JEWISH COMMUNITY
FEDERATION OF BALTIMORE INC
Employer identification number

52-0607957
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
THE ASSOCIATED JEWISH COMMUNITY
FEDERATION OF BALTIMORE INC 		Employer identification number

52-0607957
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
THE ASSOCIATED JEWISH COMMUNITY
FEDERATION OF BALTIMORE INC 		Employer identification number

52-0607957
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
THE ASSOCIATED JEWISH COMMUNITY
FEDERATION OF BALTIMORE INC 		Employer identification number

52-0607957
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
THE ASSOCIATED JEWISH COMMUNITY
FEDERATION OF BALTIMORE INC
Employer identification number

52-0607957
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 193,341,000 167,725,000 173,840,000 135,835,000 121,685,000
b Contributions ........ 22,017,000 21,086,000 15,268,000 21,526,000 13,180,000
c Net investment earnings, gains, and losses 30,205,000 22,343,000 -4,072,000 32,236,000 17,013,000
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		15,405,000 17,813,000 17,311,000 15,757,000 16,043,000
f Administrative expenses ....          
g End of year balance ...... 230,158,000 193,341,000 167,725,000 173,840,000 135,835,000
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet72.570 %
b
Permanent endowment SchDMd Bullet1.810 %
c
Temporarily restricted endowment SchDMd Bullet25.620 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................        
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 0
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
OTHER LIABILITIES 827,465








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 827,465
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 104,410,302
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 58,183,146
e Add lines 2a through 2d ..................... 2e 58,183,146
3 Subtract line 2e from line 1..................... 3 46,227,156
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 46,227,156
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 69,198,883
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 22,611,478
e Add lines 2a through 2d...................... 2e 22,611,478
3 Subtract line 2e from line 1..................... 3 46,587,405
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 46,587,405
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: THE ENDOWMENT FUNDS OF THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 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.
PART X, LINE 2: 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 COMBINED 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 COMBINED 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'S 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 2011.
PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FOR THE ASSOCIATED JEWISH CHARITES REPORTED ON THE CONSOLIDATED F/S 57,291,909. REVENUE FOR THE VARIOUS ANNUITY TRUSTS REPORTED ON THE CONSOLIDATED F/S 991,237. OTHER EXPENSES RECORDED AS REVENUE ON THE FINANCIAL STATEMENTS -100,000.
PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF THE ASSOCIATED JEWISH CHARITIES REPORTED ON THE CONSOLIDATED F/S 22,651,606. EXPENSES OF THE VARIOUS ANNUITY TRUSTS REPORTED ON THE CONSOLIDATED F/S 59,872. OTHER EXPENSES RECORDED AS REVENUE ON THE FINANCIAL STATEMENTS -100,000.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
THE ASSOCIATED JEWISH COMMUNITY
FEDERATION OF BALTIMORE INC
Employer identification number

52-0607957
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICE COORDINATING EDUCATIONAL PROGRAMS 1,398,552
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICE COORDINATING EDUCATIONAL PROGRAMS 6,129
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 1 1,404,681
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 1 1,404,681
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


Software ID:  
Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
THE ASSOCIATED JEWISH COMMUNITY
FEDERATION OF BALTIMORE INC
Employer identification number
52-0607957
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) ACHARAI
5806 PARK HEIGHTS AVE
BALTIMORE,MD21215 		30-0507614 501(C)(3) 5,552       GENERAL SUPPORT
(2) BALTIMORE BOARD OF RABBIS
5750 PARK HEIGHTS AVENUE
BALTIMORE,MD21215 		04-3598368 501(C)(3) 50,000       GENERAL SUPPORT
(3) BALTIMORE JEWISH COUNCIL
5750 PARK HEIGHTS AVENUE SUITE 329
BALTIMORE,MD21215 		52-1912836 501(C)(3) 901,229       GENERAL SUPPORT
(4) BALTIMORE HEBREW INSTITUTE AT TOWSON UNIVERSITY
COLLEGE OF LIBERAL ARTS 8000 YORK
RD
TOWSON,MD21252 		52-0939453 501(C)(3) 342,800       GENERAL SUPPORT
(5) BNAI BRITH YOUTH ORGANIZATION
ATTN JANET LAZIC2020 K STREET NW
7TH FLOOR
WASHINGTON,DC20006 		91-2139926 501(C)(3) 55,000       GENERAL SUPPORT
(6) CAMP AIRY AND LOUISE
5750 PARK HEIGHTS AVENUE SUITE 306
BALTIMORE,MD21215 		52-0563083 501(C)(3) 8,958       GENERAL SUPPORT
(7) CENTER FOR JEWISH EDUCATION
5708 PARK HEIGHTS AVENUE
BALTIMORE,MD212153996 		52-0591707 501(C)(3) 1,771,360       GENERAL SUPPORT
(8) CHAI
5809 PARK HEIGHTS AVENUE
BALTIMORE,MD21215 		23-7097000 501(C)(3) 748,066       GENERAL SUPPORT
(9) EDWARD A MYERBERG SR CTR
3101 FALLSTAFF ROAD
BALTIMORE,MD212092967 		52-1047511 501(C)(3) 120,396       GENERAL SUPPORT
(10) HEBREW FREE LOAN ASSN
5752 PARK HEIGHTS AVENUE
BALTIMORE,MD21215 		52-0633396 501(C)(3) 11,400       GENERAL SUPPORT
(11) UNIVERSITY OF MARYLAND HILLEL
7612 MOWATT LANE
COLLEGE PARK,MD20740 		53-0179971 501(C)(3) 403,435       GENERAL SUPPORT
(12) JEWISH CEMETERY ASSOCIATION
101 WEST MOUNT ROYAL AVENUE
BALTIMORE,MD21201 		52-2178573 501(C)(13) 18,772       GENERAL SUPPORT
(13) JEWISH COMMUNITY CENTER
3506 GWYNNBROOK AVENUE
OWINGS MILLS,MD21117 		52-0607909 501(C)(3) 3,756,849       GENERAL SUPPORT
(14) JEWISH COMMUNITY SERVICES
5750 PARK HEIGHTS AVENUE
BALTIMORE,MD21215 		52-0607909 501(C)(3) 6,924,654       GENERAL SUPPORT
(15) JEWISH COUNCIL FOR PUBLIC AFFAIRS
116 EAST 27 ST 10TH FLOOR
NEW YORK,NY10016 		13-1624104 501(C)(3) 31,000       GENERAL SUPPORT
(16) JEWISH FED OF HOWARD COUNTY
10630 LITTLE PATUXENT PARKWAY SUITE
400 CENTURY PLAZA 1000
COLUMBIA,MD210443294 		23-7072654 501(C)(3) 497,377       GENERAL SUPPORT
(17) JEWISH MUSEUM OF MARYLAND
15 LLOYD STREET
BALTIMORE,MD21202 		52-6034761 501(C)(3) 320,997       GENERAL SUPPORT
(18) JEWISH TELEGRAPHIC AGENCY
330 SEVENTH AVENUE 17TH FL
NEW YORK,NY10001 		13-0887610 501(C)(3) 24,800       GENERAL SUPPORT
(19) MARYLAND ISRAEL DEVELOPMENT CENTER
401 E PRATT STREET 7TH FLOOR
BALTIMORE,MD21202 		52-1777737 501(C)(3) 189,566       GENERAL SUPPORT
(20) MEALS ON WHEELS
515 S HAVEN STREET
BALTIMORE,MD21224 		52-6074723 501(C)(3) 120,000       GENERAL SUPPORT
(21) MOISHE HOUSE
441 SAXONY ROAD C/O DAVID CYGIELMAN
ENCINITAS,CA92024 		26-2599786 501(C)(3) 37,000       GENERAL SUPPORT
(22) AMERICAN FRIENDS OF ORR SHALOM
3708 ENTERPRISE DRIVE
JANESVILLE,WI53546 		13-3502817 501(C)(3) 37,500       GENERAL SUPPORT
(23) BAIS HAMEDRASH AND MESIVTA
6823 OLD PIMLICO ROAD
BALTIMORE,MD21209 		52-1980774 501(C)(3) 69,999       GENERAL SUPPORT
(24) BAIS YAAKOV SCHOOL FOR GIRLS
11111 PARK HEIGHTS AVE
OWINGS MILLS,MD21117 		52-0613700 501(C)(3) 826,542       GENERAL SUPPORT
(25) BEIT RJ
909 BERRYMANS LANE
REISTERSTOWN,MD21136 		26-2643415 501(C)(3) 10,000       GENERAL SUPPORT
(26) BETH TFILOH COMMUNITY SCHOOL
3300 OLD COURT RD
BALTIMORE,MD21208 		52-1837996 501(C)(3) 504,729       GENERAL SUPPORT
(27) BNOS YISROEL
6300 PARK HEIGHTS AVE
BALTIMORE,MD21215 		52-2231272 501(C)(3) 286,775       GENERAL SUPPORT
(28) CHEDER CHABAD
3402 CLARKS LANE
BALTIMORE,MD21215 		26-3435681 501(C)(3) 15,541       GENERAL SUPPORT
(29) DEPARTMENT OF ADVANCEMENT SERVICES - YESHIVA UNIVERSITY
500 WEST 185TH STREET SUITE 725
NEW YORK,NY10033 		13-1624225 501(C)(3) 14,000       GENERAL SUPPORT
(30) HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGTH STREET NW
WASHINGTON,DC20001 		52-1844823 501(C)(3) 28,680       GENERAL SUPPORT
(31) ISRAEL LACROSSE ASSOCIATION
1501 BROADWAY 21ST FLOOR
NEW YORK,NY10036 		45-3857764 501(C)(3) 25,000       GENERAL SUPPORT
(32) JERUSALEM FOUNDATION INC
420 LEXINGTON AVE SUITE 1645
NEW YORK,NY10170 		13-2563745 501(C)(3) 50,000       GENERAL SUPPORT
(33) JEWISH FEDERATION OF NORTH AMERICA
25 BROADWAY 21ST FLOOR
NEW YORK,NY10004 		13-1624240 501(C)(3) 6,372,604       GENERAL SUPPORT
(34) JOINT DISTRIBUTION COMMITTEE
711 3RD AVENUE
NEW YORK,NY10017 		13-1656634 501(C)(3) 211,785       GENERAL SUPPORT
(35) KRIEGER SCHECHTER DAY SCHOOL
8100 STEVENSON ROAD
BALTIMORE,MD21208 		52-0591562 501(C)(3) 264,310       GENERAL SUPPORT
(36) NER ISRAEL
400 MOUNT WILSON LANE
PIKESVILLE,MD21208 		52-0660881 501(C)(3) 475,226       GENERAL SUPPORT
(37) NEXT A DIVISION OF BIRTHRIGHT ISRAEL FOUNDATION
33 E 3RD ST 10TH FLOOR
NEW YORK,NY10016 		26-3733917 501(C)(3) 18,000       GENERAL SUPPORT
(38) OHR CHADASH ACADEMY OF BALTIMORE
5700 PARK HEIGHTS AVENUE
BALTIMORE,MD21215 		45-2187170 501(C)(3) 68,174       GENERAL SUPPORT
(39) PEARLSTONE CONFERENCE AND RETREAT CENTER
5425 MT GILEAD ROAD
REISTERSTOWN,MD21136 		43-2080719 501(C)(3) 360,408       GENERAL SUPPORT
(40) TALMUDICAL ACADEMY
4445 OLD COURT ROAD
BALTIMORE,MD21208 		52-0591676 501(C)(3) 534,384       GENERAL SUPPORT
(41) THE BIRTHRIGHT ISRAEL FOUNDATION
33 EAST 33RD STREET 7TH FLOOR
NEW YORK,NY10016 		13-4092050 501(C)(3) 137,000       GENERAL SUPPORT
(42) TORAH INSTITUTE OF BALTIMORE
35 ROSEWOOD LANE
OWINGS MILLS,MD21117 		23-7304990 501(C)(3) 364,016       GENERAL SUPPORT
(43) WORLD ORT INC
61 MILL LANE
HUNTINGTON,NY11743 		06-1669917 501(C)(3) 15,000       GENERAL SUPPORT
(44) WORLD UNION FOR PROGRESSIVE JUDAISM
633 THIRD AVENUE6TH FLOOR
NEW YORK,NY10017 		13-1930176 501(C)(3) 50,000       GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
43
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) FELLOWSHIP 22 38,010      












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
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. 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.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
THE ASSOCIATED JEWISH COMMUNITY
FEDERATION OF BALTIMORE INC
Employer identification number

52-0607957
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)MARC B TERRILLPRESIDENT (i)
(ii)		 465,031
0 		75,000
0 		94,852
0 		59,313
0 		30,361
0 		724,557
0 		0
0
(2)MARK SMOLARZCOO/CFO (i)
(ii)		 197,025
0 		0
0 		0
0 		8,027
0 		17,627
0 		222,679
0 		0
0
(3)MICHAEL FRIEDMANSENIOR VICE PRESIDENT (i)
(ii)		 194,490
0 		0
0 		0
0 		7,733
0 		1,151
0 		203,374
0 		0
0
(4)MICHAEL HOFFMANCHIEF DEVELOPMENT OFFICER (i)
(ii)		 129,018
0 		0
0 		0
0 		5,480
0 		30,028
0 		164,526
0 		0
0
(5)MICHAEL DYEVP, INVESTMENTS & RISK MGMT (i)
(ii)		 126,133
0 		0
0 		0
0 		5,360
0 		28,778
0 		160,271
0 		0
0
(6)DARRELL FRIEDMANFORMER OFFICER (i)
(ii)		 0
0 		0
0 		139,822
0 		0
0 		0
0 		139,822
0 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A THE ORGANIZATION PROVIDES BUSINESS RELATED TRAVEL AND OTHER EXPENSES TO MARC TERRILL PURSUANT TO HIS EMPLOYMENT CONTRACT. THE DISCRETIONARY SPENDING ACCOUNT IS TREATED AS TAXABLE INCOME.
PART I, LINE 4B MARC TERRILL PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. NO AMOUNTS WERE VESTED DURING THE YEAR. $50,000 WAS DEFERRED AND IS INCLUDED IN FORM 990, PART VII, COLUMN F AND SCHEDULE J, PART II, COLUMN C. AS DETAILED IN FORM 990, PART VI, SECTION B, LINE 15, A NEW 5-YEAR CONTRACT WAS EXECUTED BEGINNING JANUARY 1, 2013. THE TERMS AND CONDITIONS OF THE DEFERRED COMPENSATION PLAN ARE OUTLINED IN THE CONTRACT.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
THE ASSOCIATED JEWISH COMMUNITY
FEDERATION OF BALTIMORE INC
Employer identification number

52-0607957
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
(1) MARC TERRILL PRESIDENT TO ASSIST PURCHASING A HOME IN THE BALTIMORE AREA AS A RETENTION STRATEGY   X 125,000 58,281   No Yes   Yes  
Total ......Small Bullet $ 58,281
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
THE ASSOCIATED JEWISH COMMUNITY
FEDERATION OF BALTIMORE INC
Employer identification number

52-0607957
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 169 1,736,191 FMV AT CONTRIBUTION DATE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 32B: THIRD PARTIES ARE USED TO SELL NON-CASH ASSETS (INCLUDING DONATED REAL ESTATE). THE ORGANIZATION DOES NOT HAVE ANY ONGOING RELATIONSHIPS WITH THESE THIRD PARTIES, BUT WILL PICK BASED ON NEED AND LOCATION OF THE NON-CASH ASSETS.
Schedule M (Form 990) (2013)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
THE ASSOCIATED JEWISH COMMUNITY
FEDERATION OF BALTIMORE INC
Employer identification number

52-0607957
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 LAWRENCE MACKS AND ELLEN MACKS HAVE A FAMILY RELATIONSHIP. LAWRENCE MACKS AND GENINE MACKS FIDLER HAVE A FAMILY RELATIONSHIP. ANN N. LIBOV AND MARK NEUMANN 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 FOR 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 GOVERNORS. 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. THE ENTIRE BOARD CAN REVIEW AN ELECTRONIC COPY PRIOR TO SUBMISSION OF THE FORM 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 15 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.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
FORM 990, PART IX THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. (THE ASSOCIATED) AND THE ASSOCIATED JEWISH CHARITIES OF BALTIMORE (THE AJC) ARE AFFILIATE 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 88.52% THE ASSOCIATED PROGRAM EXPENSE 38,733,006 TOTAL EXPENSE 46,587,405 PROGRAM SERVICE % 83.14% AJC PROGRAM EXPENSE 24,935,686 TOTAL EXPENSE 25,341,030 PROGRAM SERVICE % 98.40% TOTAL PROGRAM EXPENSE 63,668,692 TOTAL EXPENSE 71,928,435 PROGRAM SERVICE % 88.52%
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
THE ASSOCIATED JEWISH COMMUNITY
FEDERATION OF BALTIMORE INC
Employer identification number

52-0607957
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) ASSOCIATED JEWISH CHARITIES OF BALTIMORE INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-6024192 		EXEMPT ORGANIZATION MD 501(C)(3) LINE 7 THE ASSOCIATED JCFB
 
Yes
 
(2) JEWISH WELFARE FUND OF BALTIMORE INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-6001443 		EXEMPT ORGANIZATION MD 501(C)(3) PF THE ASSOCIATED JCFB
 
Yes
 
(3) ADES FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-6826032 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(4) BANCROFT FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
31-1644387 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(5) BAVAR FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-2230085 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(6) BENDIT FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1412574 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(7) BERNARD MANEKIN FAMILY FUND INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1623185 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(8) BRENDA BROWN LIPITZ FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
31-1555883 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(9) DAVID & REGINA WEINBERG FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
31-1615045 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(10) DUPKIN JEWISH CHARITY & WELFARE FUND INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1163411 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(11) FELDMAN FAMILY FUND INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1489355 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(12) FLORENCE AND CHARLES HOFFBERGER CHARITABLE FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1801455 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(13) FRANCES & FRANK FLEISHMAN FAMILY CHARITABLE FDN INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-2205658 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(14) FRED AND GRETA SCHLOSSBERG FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1903359 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(15) FUND FOR CHANGE INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
31-1662222 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(16) GERSON G AND SANDY F EISENBERG FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1726080 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(17) GILBERT L AND RUTH SOLOMON FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1898913 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(18) GLENN & DEBRA WEINBERG FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
20-8142217 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(19) GOLDSMITH FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1306094 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(20) HARRY WEINBERG FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1541188 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(21) HERBERT & PHYLLIS SIEGEL CHARITABLE FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
26-1943873 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(22) HOFFBERGER FAMILY FUND INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1167596 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(23) HOFFBERGER FOUNDATION FOR TORAH STUDY

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-2137496 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(24) JANE KRIEGER SCHAPIRO FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
46-1468312 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(25) JEWISH DAY SCHOOL FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1879606 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(26) JILL FOX MEMORIAL FUND INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1167942 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(27) JOAN G AND JOSEPH KLEIN FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
31-1555845 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(28) JOSEPH & ANNETTE COOPER FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-2206655 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(29) JUDI & STEVEN B FADER FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
22-3920799 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(30) KESHER FUND OF THE COHEN-FRUCHTMAN-KRIEGER FAMILY INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
31-1478499 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(31) KOLKER-SAXON-HALLOCK FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1636273 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(32) KR FUND INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-2209699 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(33) LIBMAN FAMILY FOUNDATION

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
20-8572565 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(34) LINDA & G ARNOLD KAUFMAN FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-2204089 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(35) LIPITZ FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1487251 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(36) LUSKIN FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
46-5753796 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(37) LYN STACIE GETZ FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
20-3486477 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(38) MACADOO FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
46-3952974 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(39) MARJORIE COOK FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-6044319 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(40) MARTIN S HIMELES SR FUND INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1489357 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(41) MARVIN SCHAPIRO FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1615020 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(42) MORTON B & TAMARA S PLANT FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1950626 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(43) NATHAN & PAULINE MASH FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1436803 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(44) NATHAN AND LILLIAN WEINBERG FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1867912 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(45) PEARLSTONE FAMILY FUND INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1249913 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(46) RICHMAN FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1899221 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(47) ROBERT & LOIS KLEIN FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
31-1594685 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(48) SARAH & HAROLD ZALESCH FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1191346 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(49) SHOLK-KAPLAN FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
45-3915659 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(50) SIDNEY SILBER FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1857759 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(51) SWIRNOW CHARITABLE FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1680035 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(52) SYDNEY S NAHAM FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1891159 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(53) WILLIAM AND IRENE WEINBERG FAMILY FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1857755 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(54) YEHUDA & ANNE NEUBERGER FOUNDATION INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
27-1040796 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(55) ZANVYL & ISABELLE KRIEGER FUND INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1126684 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(56) ZIMMERMAN FUND FOR CHILDREN INC

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
56-2523091 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(57) HARRY WEINBERG FAMILY FOUNDATION

101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1541188 		CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) ASSOCIATED JEWISH CHARITIES OF BALTIMORE INC

 C 8,214,253 CASH VALUE
(2) DUPKIN JEWISH CHARITY AND WELFARE FUND INC

 C 355,000 CASH VALUE
(3) GERSON G AND SANDY F EISENBERG FOUNDATION INC

 C 89,000 CASH VALUE
(4) GLENN AND DEBRA WEINBERG FOUNDATION INC

 C 85,000 CASH VALUE
(5) GOLDSMITH FOUNDATION INC

 C 676,100 CASH VALUE
(6) HARRY WEINBERG FAMILY FOUNDATION INC

 C 2,410,000 CASH VALUE
(7) HOFFBERGER FAMILY FUND INC

 C 688,642 CASH VALUE
(8) JANE KRIEGER SCHAPIRO FAMILY FOUNDATION INC

 C 100,000 CASH VALUE
(9) JOSEPH AND ANNETTE COOPER FAMILY FOUNDATION INC

 C 75,000 CASH VALUE
(10) KOLKER-SAXON-HALLOCK FAMILY FOUNDATION INC

 C 126,856 CASH VALUE
(11) KR FUND INC

 C 85,000 CASH VALUE
(12) MARTIN S HIMELES SR FUND INC

 C 55,000 CASH VALUE
(13) NATHAN AND LILLIAN WEINBERG FOUNDATION INC

 C 57,215 CASH VALUE
(14) PEARLSTONE FAMILY FUND INC

 C 429,788 CASH VALUE
(15) RICHMAN FAMILY FOUNDATION INC

 C 169,000 CASH VALUE
(16) YEHUDA AND ANNE NEUBERGER FOUNDATION INC

 C 85,500 CASH VALUE
(17) ZANVYL & ISABELLE KRIEGER FUND INC

 C 569,667 CASH VALUE
(18) ZIMMERMAN FUND FOR CHILDREN INC

 C 57,500 CASH VALUE
(19) HARRY WEINBERG FAMILY FOUNDATION

 C 1,850,000 CASH VALUE
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


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