Form990
Click to see attachment
Department of the TreasuryInternal 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.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 07-01-2015 , and ending 06-30-2016
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 $ 48,279,618
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 2015 (Part V, line 2a) ...... 5 146
6 Total number of volunteers (estimate if necessary) ............. 6 7,500
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 435,522
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 104,793
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 43,140,876 43,714,856
9 Program service revenue (Part VIII, line 2g) ......... 3,340,287 3,500,049
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 224,949 240,209
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,018,945 824,504
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 47,725,057 48,279,618
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 28,845,498 29,621,918
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) 11,507,359 12,036,095
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 19,790 12,537
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet5,185,416    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 6,499,137 6,253,374
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 46,871,784 47,923,924
19 Revenue less expenses. Subtract line 18 from line 12....... 853,273 355,694
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 31,957,464 32,516,056
21 Total liabilities (Part X, line 26)............. 14,319,591 14,451,989
22 Net assets or fund balances. Subtract line 21 from line 20..... 17,637,873 18,064,067
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 (2015)
Form 990 (2015)
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 STRENGTHENS AND NURTURES JEWISH LIFE BY ENGAGING AND SUPPORTING COMMUNITY PARTNERS IN GREATER BALTIMORE, ISRAEL AND AROUND THE WORLD. SINCE 1920, THE ASSOCIATED HAS SPEARHEADED COMMUNITY-WIDE FUNDRAISING EFFORTS TO SUPPORT LOCAL, NATIONAL AND INTERNATIONAL INITIATIVES THROUGH A NETWORK OF PARTNER AGENCIES.
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 $ 35,993,864 including grants of $ 29,618,198 ) (Revenue $ 3,500,049 )
THE ASSOCIATED IS THE CENTRALIZED FUNDRAISING, ADMINISTRATIVE, AND ALLOCATIONS ORGANIZATION FOR THE BALTIMORE JEWISH COMMUNITY. IT RAISES AND DISTRIBUTES $29,618,198 TO OVER TWO DOZEN EDUCATIONAL AND SERVICE ORGANIZATIONS IN THE LOCAL AND GLOBAL JEWISH COMMUNITY. THE ASSOCIATED PROVIDES A WIDE RANGE OF SERVICES TO ITS COMMUNITY PARTNERS INCLUDING INVESTMENT MANAGEMENT, BOOKKEEPING, AND IT SERVICES. FOR A LIST OF ENTITIES SUPPORTED, SEE SCHEDULE I.
4b (Code:   ) (Expenses $ 1,009,270 including grants of $   ) (Revenue $   )
CHANA IS THE ABUSE PREVENTION PROGRAM OPERATED BY THE ASSOCIATED. ITS PURPOSE IS TO PROVIDE HELP FOR VICTIMS OF DOMESTIC, SEXUAL, AND ELDERLY ABUSE. SERVICES INCLUDE TEMPORARY HOUSING, FINANCIAL AID, AND COUNSELING.
4c (Code:   ) (Expenses $ 782,876 including grants of $ 3,720 ) (Revenue $   )
JEWISH VOLUNTEER CONNECTION COORDINATES THE SYSTEM-WIDE VOLUNTEER PROGRAM FOR THE ASSOCIATED AND ITS AGENCIES. IT ENGAGES AND COORDINATES APPROXIMATELY 7,500 HANDS-ON VOLUNTEERS IN A NUMBER OF VOLUNTEER PROGRAMS INCLUDING SCHOOL TUTORING, HOMELESS PROGRAMS, ELDERLY IN-HOUSE CARE AMONG MANY OTHERS.
(Code:   ) (Expenses $ 1,740,392 including grants of $   ) (Revenue $   )
THE ASSOCIATED OPERATES HILLELS (JEWISH STUDENT UNION) ON FOUR COLLEGE CAMPUSES IN THE GREATER BALTIMORE AREA. THE HILLELS PROVIDE RELIGIOUS SERVICES, KOSHER DINING, AND OTHER SOCIAL ENGAGEMENT ACTIVITIES TO UNIVERSITY STUDENTS AND STAFF.
4d Other program services (Describe in Schedule O.)
(Expenses $ 1,740,392 including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet39,526,402
Form 990 (2015)
Form 990 (2015)
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
Yes
 
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 IV.....Click 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 (2015)
Form 990 (2015)
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 domestic 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 or for domestic individuals 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), 501(c)(4), and 501(c)(29) 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 "Yes," 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 (2015)
Form 990 (2015)
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
199
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
146
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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 (2015)
Form 990 (2015)
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
 
No
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletMARK SMOLARZ101 W MOUNT ROYAL AVE   BALTIMORE,MD21201 (410) 727-4828
Form 990 (2015)
Form 990 (2015)
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) MARK D NEUMANN......................................................................
CHAIR
3.00
.................
1.50
X   X       0 0 0
(2) LINDA A HURWITZ......................................................................
CHAIR-ELECT
3.00
.................
 
X   X       0 0 0
(3) NANCY HACKERMAN......................................................................
SECRETARY
3.00
.................
3.00
X   X       0 0 0
(4) PHILIP E SACHS......................................................................
TREASURER
3.00
.................
1.50
X   X       0 0 0
(5) MARC COHEN......................................................................
DIRECTOR
1.50
.................
 
X           0 0 0
(6) ROBB COHEN......................................................................
DIRECTOR
1.50
.................
 
X           0 0 0
(7) SUZANNE COHEN......................................................................
DIRECTOR
1.50
.................
 
X           0 0 0
(8) MELISSA CORDISH......................................................................
DIRECTOR
1.50
.................
 
X           0 0 0
(9) LINDA ELMAN......................................................................
DIRECTOR
1.50
.................
 
X           0 0 0
(10) JULIET EURICH......................................................................
DIRECTOR
1.50
.................
 
X           0 0 0
(11) HOWARD FRIEDMAN......................................................................
DIRECTOR
1.50
.................
 
X           0 0 0
(12) BETH GOLDSMITH......................................................................
DIRECTOR
1.50
.................
 
X           0 0 0
(13) MICHAEL GREENEBAUM......................................................................
DIRECTOR
1.50
.................
 
X           0 0 0
(14) BENJAMIN GREENWALD......................................................................
DIRECTOR
1.50
.................
 
X           0 0 0
(15) DANIEL HIRSCHHORN......................................................................
DIRECTOR
1.50
.................
 
X           0 0 0
(16) BRUCE HOFFBERGER......................................................................
DIRECTOR
1.50
.................
3.00
X           0 0 0
(17) RINA JANET......................................................................
DIRECTOR
1.50
.................
 
X           0 0 0
Form 990 (2015)
Form 990 (2015)
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) DANIEL KLEIN........................................................................
DIRECTOR
1.50
.......................1.50
X           0 0 0
(19) NANCY KOHN RABIN........................................................................
DIRECTOR
1.50
.......................  
X           0 0 0
(20) MICHELE LAX........................................................................
DIRECTOR
1.50
.......................  
X           0 0 0
(21) ELIZABETH MOSER........................................................................
DIRECTOR
1.50
.......................  
X           0 0 0
(22) YEHUDA NEUBERGER........................................................................
DIRECTOR
1.50
.......................  
X           0 0 0
(23) SAMUEL ROSENBERG........................................................................
DIRECTOR
1.50
.......................  
X           0 0 0
(24) NINA ROSENZWOG........................................................................
DIRECTOR
1.50
.......................  
X           0 0 0
(25) ROBERT RUSSEL........................................................................
DIRECTOR
1.50
.......................1.50
X           0 0 0
(26) JM SCHAPIRO........................................................................
DIRECTOR
1.50
.......................  
X           0 0 0
(27) JOHN SHMERLER........................................................................
DIRECTOR
1.50
.......................  
X           0 0 0
(28) BRUCE SHOLK........................................................................
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
36.00
.......................4.00
    X       574,947 0 89,542
(32) MARK SMOLARZ........................................................................
COO/CFO
32.00
.......................8.00
    X       217,940 0 25,369
(33) MICHAEL FRIEDMAN........................................................................
SENIOR VICE PRESIDENT
10.00
.......................30.00
      X     206,724 0 9,480
(34) LESLIE POMERANTZ........................................................................
SENIOR VICE PRESIDENT
40.00
.......................  
      X     164,442 0 7,587
(35) MICHAEL DYE........................................................................
VP, INVESTMENTS & RISK MGM
9.00
.......................31.00
      X     153,716 0 32,236
(36) CAROLE TAYLOR........................................................................
VP, TECHNOLOGY
40.00
.......................  
        X   130,722 0 6,058
(37) BEN GERSHOWITZ........................................................................
VICE PRESIDENT, FACILITIES
32.00
.......................8.00
        X   110,022 0 23,226
(38) CONNIE STERN........................................................................
VP, FINANCE
36.00
.......................4.00
        X   119,080 0 7,443
(39) ALLISON BAUMWALD........................................................................
SVP, ANNUAL CAMPAIGN
40.00
.......................  
        X   108,251 0 28,616
(40) DARLENE WOLF........................................................................
VP, HUMAN RESOURCES
40.00
.......................  
        X   107,036 0 30,978
(41) DARRELL FRIEDMAN........................................................................
FORMER OFFICER
0.00
.......................  
          X 142,981 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 2,035,861 0 260,535
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet13
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
RSM US LLP

5155 PAYSPHERE CIRCLE
CHICAGO,IL60674
AUDITING & ACCT. SERVICES 187,500
MOUNT ROYAL PRINTING COMPANY

6310 BLAIR HILL LANE
BALTIMORE,MD21209
PRINTING SERVICES 183,245
KENNETH DICKSTEIN,
9006 TARR DRIVE
NEW WINDSOR,MD21776
SECURITY SERVICES 182,406
ADVANCE BUSINESS SYTEMS

PO BOX 759319
BALTIMORE,MD21275
COPIER SERVICES 139,704
DEFENDER ONE SECURITY

310 CHAMBORLEY DRIVE
REISTERSTOWN,MD21136
ARMED SECURITY SERVICES 134,586
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet7
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 22,937,509
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 15,836,858
e Government grants (contributions)1e 351,644
f All other contributions, gifts, grants, and similar amounts not included above1f 4,588,845
g Noncash contributions included in lines 1a-1f:$ 1,717,747
h Total.Add lines 1a-1f.......MediumBullet 43,714,856
 Program Service RevenueAmt Business Code
2a ENDOWMENT FEE INCOME 900099 3,370,350 2,934,828 435,522  
b OPERATING PROGRAMS 900099 129,699 129,699    
c
d
e
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet 3,500,049
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 240,209     240,209
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   7,600
b Less: rental expenses   0
c Rental income or (loss)   7,600
d Net rental income or (loss)......MediumBullet 7,600     7,600
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss).....MediumBullet        
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        
Business Code Miscellaneous Revenue
11a MISCELLANEOUS 900099 816,904     816,904
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 816,904
12 Total revenue. See Instructions......MediumBullet 48,279,618 3,064,527 435,522 1,064,713
Form 990 (2015)
Form 990 (2015)
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 domestic organizations and domestic governments. See Part IV, line 21 29,601,691 29,601,691
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 20,227 20,227
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 .... 1,395,938 161,746 700,168 534,024
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 8,469,212 5,784,735 945,810 1,738,667
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 404,370 97,152 204,178 103,040
9 Other employee benefits ....... 1,054,051 607,342 175,866 270,843
10 Payroll taxes ........... 712,524 410,555 118,883 183,086
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 26,526 7,201 19,325  
c Accounting ........... 69,000   69,000  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 12,537 12,537
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) 295,222 50,080 212,916 32,226
12 Advertising and promotion .... 397,040 81,117 8,303 307,620
13 Office expenses ....... 417,826 285,388 46,661 85,777
14 Information technology ...... 215,561 147,235 24,073 44,253
15 Royalties ..        
16 Occupancy ........... 1,708,643 1,167,056 190,815 350,772
17 Travel ............ 160,984 56,879 56,904 47,201
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 136,238 37,104 73,510 25,624
20 Interest ........... 128,410   128,410  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..        
23 Insurance ... 157,903 16,850 141,053  
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 EVENTS AND MISSION EXPE 990,009 990,009    
b FUNDRAISING EXPENSES 817,982     817,982
c ALLOWANCE FOR UNCOLLECT 610,000     610,000
d UNRELATED BUSINESS INCO 24,119   24,119  
e All other expenses 97,911 4,035 72,112 21,764
25 Total functional expenses. Add lines 1 through 24e 47,923,924 39,526,402 3,212,106 5,185,416
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 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 1,101,998 1 455,254
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...... 18,110,448 3 19,287,517
4 Accounts receivable, net ............. 481,945 4 455,128
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
43,750 5 31,250
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 .... 1,325,138 7 1,246,288
8 Inventories for sale or use ........ 3,043 8 976
9 Prepaid expenses and deferred charges ...... 195,070 9 188,407
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 .   11  
12 Investments—other securities. See Part IV, line 11 ..... 9,906,717 12 9,898,686
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 789,355 15 952,550
16 Total assets. Add lines 1 through 15 (must equal line 34)... 31,957,464 16 32,516,056
Liabilities 17 Accounts payable and accrued expenses ..... 3,945,896 17 4,656,533
18 Grants payable ... 666,540 18 734,790
19 Deferred revenue ......... 87,797 19 111,000
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 ..   23  
24 Unsecured notes and loans payable to unrelated third parties .. 9,002,290 24 8,574,949
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 617,068 25 374,717
26 Total liabilities. Add lines 17 through 25.. 14,319,591 26 14,451,989
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 -2,409,207 27 -2,989,301
28 Temporarily restricted net assets ........... 20,047,080 28 21,053,368
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 ........... 17,637,873 33 18,064,067
34 Total liabilities and net assets/fund balances ........ 31,957,464 34 32,516,056
Form 990 (2015)
Form 990 (2015)
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
48,279,618
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
47,923,924
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
355,694
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
17,637,873
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
70,500
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
18,064,067
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 (2015)
Form 990 (2015)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
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 (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... 42,947,080 39,911,912 41,750,760 43,140,876 43,714,856 211,465,484
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 42,947,080 39,911,912 41,750,760 43,140,876 43,714,856 211,465,484
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).. 15,076,400
6 Public support. Subtract line 5 from line 4. 196,389,084
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4.. 42,947,080 39,911,912 41,750,760 43,140,876 43,714,856 211,465,484
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 262,689 264,417 195,067 252,886 247,809 1,222,868
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 14,210 21,131 26,879 26,560 24,119 112,899
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10. 212,801,251
12
12
17,365,044
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
92.290 %
15
15
92.070 %
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) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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 VI.) ..            
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) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2015
(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2016. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2015


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
2015
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) 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


(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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
THE ASSOCIATED JEWISH COMMUNITY
FEDERATION OF BALTIMORE INC
Employer identification number

52-0607957
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2015)

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," on 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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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)
Revenue included on 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
Revenue included on 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) 2015

Schedule D (Form 990) 2015
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" on 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, for escrow or custodial account liability?
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" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 137,429,000 141,449,000 124,751,000 167,725,000 173,840,000
b Contributions ... 4,958,000 2,436,000 3,512,000 21,086,000 15,268,000
c Net investment earnings, gains, and losses -8,106,000 -364,000 18,731,000 22,343,000 -4,072,000
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
10,267,000 6,092,000 5,545,000 17,813,000 17,311,000
f Administrative expenses ....          
g End of year balance ...... 124,014,000 137,429,000 141,449,000 193,341,000 167,725,000
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet53.400 %
b
Permanent endowment SchDMd Bullet3.350 %
c
Temporarily restricted endowment SchDMd Bullet43.250 %
The percentages on 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" on 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' on 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) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on 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    
(3)Other
(A) ISRAEL BONDS
7,750,933 F

(B) MARYLAND/ISRAEL TRENDLINES
100,000 F

(C) REAL ESTATE FUND
1,660,011 F

(D) SPLIT INTEREST AGREEMENT
387,742 F
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 9,898,686
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
OTHER LIABILITIES 374,717
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 374,717
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) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 68,342,873
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) 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 20,063,255
e Add lines 2a through 2d ..................... 2e 20,063,255
3 Subtract line 2e from line 1.................. 3 48,279,618
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 48,279,618
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 76,041,308
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 28,187,884
e Add lines 2a through 2d.................... 2e 28,187,884
3 Subtract line 2e from line 1................... 3 47,853,424
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 70,500
c Add lines 4a and 4b..................... 4c 70,500
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 47,923,924

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 DERECOGNITION, 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 2013.
PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FOR THE ASSOCIATED JEWISH CHARITES REPORTED ON THE CONSOLIDATED F/S 19,953,810. REVENUE FOR THE VARIOUS ANNUITY TRUSTS REPORTED ON THE CONSOLIDATED F/S 109,445.
PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF THE ASSOCIATED JEWISH CHARITIES REPORTED ON THE CONSOLIDATED F/S 28,131,647. EXPENSES OF THE VARIOUS ANNUITY TRUSTS REPORTED ON THE CONSOLIDATED F/S 56,237.
PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES NOT INCLUDED ON FINANCIAL STATEMENTS 70,500.
Schedule D (Form 990) 2015


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
2015
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 522,943
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICE COORDINATING EDUCATIONAL PROGRAMS 5,545
MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS   100,000
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICE COORDINATING EDUCATIONAL PROGRAMS 83,850
RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES COORDINATING EDUCATIONAL PROGRAMS 12,123
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 1 724,461
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 1 724,461
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
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)
(a)(c) Region (b)(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) 2015
Schedule F (Form 990) 2015Page 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) 2015
Schedule F (Form 990) 2015
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 separately 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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
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
PART I, LINE 3, COLUMN E: AS PART OF ITS MISSION, THE ASSOCIATED PROVIDES PLANNING AND LOGISTICAL SUPPORT FOR MEMBERS OF THE BALTIMORE COMMUNITY TO TRAVEL AND LEARN ABOUT ISRAEL AND OTHER PLACES WITH JEWISH HISTORY OR IDENTITY.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2015
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," on 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
2015
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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) AMERICAN FRIENDS OF ORR SHALOM
3708 ENTERPISE DR ELISE RYNHOLD
JANESVILLE,WI535468737
13-3502817 501(C)(3) 50,000       GENERAL SUPPORT
(2) AMERICAN FRIENDS OF YAD ELIEZER
1102 E 26TH ST
BROOKLYN,NY11210
11-3459952 501(C)(3) 20,000       GENERAL SUPPORT
(3) BAIS HAMEDRASH AND MESIVTA OF BALTIMORE
6823 OLD PIMLICO ROAD
BALTIMORE,MD21209
52-1980774 501(C)(3) 66,728       GENERAL SUPPORT
(4) BAIS YAAKOV SCHOOL FOR GIRLS
11111 PARK HEIGHTS AVE
OWINGS MILLS,MD21117
52-0613700 501(C)(3) 886,770       GENERAL SUPPORT
(5) BALTIMORE HEBREW INSTITUTE AT TOWSON UNIVERSITY
COLLEGE OF LIBERAL ARTS 8000 YORK
ROAD
TOWSON,MD21252
52-0939453 501(C)(3) 333,412       GENERAL SUPPORT
(6) BALTIMORE BOARD OF RABBIS
RABBI MITCHELL ACKERSON 2413 HAL
CIRCLE
BALTIMORE,MD21209
04-3598368 501(C)(3) 30,000       GENERAL SUPPORT
(7) BALTIMORE JEWISH COUNCIL
5750 PARK HEIGHTS AVENUE SUITE 329
BALTIMORE,MD21215
52-1912836 501(C)(3) 853,671       GENERAL SUPPORT
(8) BETH TFILOH COMMUNITY SCHOOL
3300 OLD COURT ROAD
BALTIMORE,MD21208
52-1837996 501(C)(3) 495,040       GENERAL SUPPORT
(9) BNAI BRITH YOUTH ORGANIZATION
ATTN JANET LAZIC 2020 K STREET NW
7TH FLOOR
WASHINGTON,DC20006
91-2139926 501(C)(3) 65,000       GENERAL SUPPORT
(10) BNOS YISROEL
6300 PARK HEIGHTS AVENUE
BALTIMORE,MD21215
52-2231272 501(C)(3) 272,795       GENERAL SUPPORT
(11) CAMP AIRY AND LOUISE
5750 PARK HEIGHTS AVENUE SUITE 306
BALTIMORE,MD21215
52-0563083 501(C)(3) 17,429       GENERAL SUPPORT
(12) CENTER FOR JEWISH EDUCATION
5708 PARK HEIGHTS AVENUE
BALTIMORE,MD212153996
52-0591707 501(C)(3) 1,749,343       GENERAL SUPPORT
(13) CHAI
5809 PARK HEIGHTS AVENUE
BALTIMORE,MD21215
23-7097000 501(C)(3) 758,481       GENERAL SUPPORT
(14) CHEDER CHABAD OF BALTIMORE
5713 PARK HEIGHTS AVENUE
BALTIMORE,MD21215
26-3435681 501(C)(3) 46,508       GENERAL SUPPORT
(15) CHIMES INC
4815 SETON DR
BALTIMORE,MD212153211
52-0575305 501(C)(3) 10,000       GENERAL SUPPORT
(16) EDWARD A MYERBERG SR CTR
3101 FALLSTAFF ROAD
BALTIMORE,MD212092967
52-1047511 501(C)(3) 120,000       GENERAL SUPPORT
(17) HEBREW FREE LOAN ASSN
5752 PARK HEIGHTS AVENUE
BALTIMORE,MD21215
52-0633396 501(C)(3) 14,700       GENERAL SUPPORT
(18) HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NW ARTHUR
ROCHELLE BELFER BUILDING
WASHINGTON,DC20001
52-1844823 501(C)(3) 23,160       GENERAL SUPPORT
(19) ISRAEL LACROSSE ASSOCIATION
1501 BROADWAY 21ST FLOOR DAVID
LASDAY
NEW YORK,NY10036
45-3857764 501(C)(3) 35,000       GENERAL SUPPORT
(20) JERUSALEM FOUNDATION INC
420 LEXINGTON AVENUE SUITE 1645
NEW YORK,NY10170
13-2563745 501(C)(3) 10,000       GENERAL SUPPORT
(21) JEWELS SCHOOL INC
5713-B PARK HEIGHTS AVE
BALTIMORE,MD21215
46-0528711 501(C)(3) 25,000       GENERAL SUPPORT
(22) JEWISH CEMETERY ASSOCIATION
101 WEST MOUNT ROYAL AVENUE
BALTIMORE,MD21201
52-2178573 501(C)(13) 20,625       GENERAL SUPPORT
(23) JEWISH COMMUNITY CENTER
5700 PARK HEIGHTS AVENUE ATTN
ACCOUNTING DEPT
BALTIMORE,MD21215
52-0619002 501(C)(3) 4,473,692       GENERAL SUPPORT
(24) JEWISH COMMUNITY SERVICES
5750 PARK HEIGHTS AVENUE
BALTIMORE,MD21215
52-0607909 501(C)(3) 6,931,398       GENERAL SUPPORT
(25) JEWISH FED OF HOWARD COUNTY
10630 LITTLE PATUXENT PARKWAY SUITE
400 CENTURY PLAZA 1000
COLUMBIA,MD210443294
23-7072654 501(C)(3) 496,585       GENERAL SUPPORT
(26) JEWISH FEDERATION OF NORTH AMERICA
25 BROADWAY SUITE 1700
NEW YORK,NY100041010
13-1624240 501(C)(3) 7,221,342       GENERAL SUPPORT
(27) JEWISH MUSEUM OF MARYLAND
15 LLOYD STREET
BALTIMORE,MD21202
52-6034761 501(C)(3) 366,695       GENERAL SUPPORT
(28) JOINT DISTRIBUTION COMMITTEE
711 3RD AVENUE
NEW YORK,NY10017
13-1656634 501(C)(3) 237,852       GENERAL SUPPORT
(29) KRIEGER SCHECTER DAY SCHOOL
8100 STEVENSON ROAD
BALTIMORE,MD21208
52-0591562 501(C)(3) 209,713       GENERAL SUPPORT
(30) MARYLAND ISRAEL DEVELOPMENT CENTER
401 E PRATT STREET 7TH FLOOR
BALTIMORE,MD21202
52-1777737 501(C)(3) 170,458       GENERAL SUPPORT
(31) MEALS ON WHEELS OF CENTRAL MD
515 S HAVEN STREET
BALTIMORE,MD21224
52-6074723 501(C)(3) 120,000       GENERAL SUPPORT
(32) MESILA INTERNATIONAL
1215 40 STREET
BROOKLYN,NY11218
11-3597720 501(C)(3) 10,000       GENERAL SUPPORT
(33) MOISHE HOUSE
441 SAXONY ROAD BARN 2 C/O DAVID
CYGIELMAN
ENCINITAS,CA920242725
26-2599786 501(C)(3) 56,450       GENERAL SUPPORT
(34) NER ISRAEL
400 MOUNT WILSON LANE
PIKESVILLE,MD21208
52-0660881 501(C)(3) 444,017       GENERAL SUPPORT
(35) OHR CHADASH ACADEMY OF BALTIMORE
7310 PARK HEIGHTS AVE
PIKESVILLE,MD212085436
45-2187170 501(C)(3) 49,816       GENERAL SUPPORT
(36) OR HANER INC
400 MT WILSON LANE
BALTIMORE,MD21208
52-2243222 501(C)(3) 18,000       GENERAL SUPPORT
(37) PAAMONIM CHARITY ORGANIZATION
1520 39TH STREET
BROOKLYN,NY11218
20-5392216 501(C)(3) 18,900       GENERAL SUPPORT
(38) PEARLSTONE CONFERENCE AND RETREAT CTR
5425 MT GILEAD ROAD
REISTERSTOWN,MD21136
43-2080719 501(C)(3) 717,398       GENERAL SUPPORT
(39) PEF ISRAEL ENDOWMENT FUND
630 3RD AVE RM 1501
NEW YORK,NY100176745
13-6104086 501(C)(3) 39,500       GENERAL SUPPORT
(40) TALMUDICAL ACADEMY
4445 OLD COURT ROAD
BALTIMORE,MD21208
52-0591676 501(C)(3) 601,221       GENERAL SUPPORT
(41) THE BIRTHRIGHT ISRAEL FOUNDATION
33 EAST THIRTY THIRD STREET SEVENTH
FLOOR
NEW YORK,NY10016
13-4092050 501(C)(3) 130,000       GENERAL SUPPORT
(42) THE SCHECHTER INSTITUTES INC
BOX 3566 PO BOX 8500
PHILADELPHIA,PA191783566
22-3342043 501(C)(3) 10,000       GENERAL SUPPORT
(43) TORAH INSTITUTE OF BALTIMORE
35 ROSEWOOD LANE
OWINGS MILLS,MD21117
23-7304990 501(C)(3) 385,936       GENERAL SUPPORT
(44) UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA
11 BROADWAY
NEW YORK,NY10004
13-5623717 501(C)(3) 10,000       GENERAL SUPPORT
(45) UNIVERSITY OF MARYLAND HILLEL
7612 MOWATT LANE
COLLEGE PARK,MD20740
53-0179971 501(C)(3) 312,425       GENERAL SUPPORT
(46) WORLD ORT INC
JIM LODGE 1745 BROADWAY 17TH FLOOR
NEW YORK,NY10019
06-1669917 501(C)(3) 24,000       GENERAL SUPPORT
(47) WORLD UNION FOR PROGRESSIVE JUDAISM LTD
633 THIRD AVENUE 7TH FLOOR
NEW YORK,NY100176778
13-1930176 501(C)(3) 33,000       GENERAL SUPPORT
(48) ZAMIR CHORAL FOUNDATION
475 RIVERSIDE DRIVE SUITE 825
NEW YORK,NY10115
13-6217087 501(C)(3) 10,316       GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
47
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) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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 12 20,227      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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) 2015



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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 on 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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on 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 on 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" on 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) 2015

Schedule J (Form 990) 2015
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 on 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 in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1MARC B TERRILLPRESIDENT (i)

(ii)
471,726
-------------
0
75,000
-------------
0
28,221
-------------
0
60,600
-------------
0
28,942
-------------
0
664,489
-------------
0
0
-------------
0
2MARK SMOLARZCOO/CFO (i)

(ii)
217,940
-------------
0
0
-------------
0
0
-------------
0
8,800
-------------
0
16,569
-------------
0
243,309
-------------
0
0
-------------
0
3MICHAEL FRIEDMANSENIOR VICE PRESIDENT (i)

(ii)
206,724
-------------
0
0
-------------
0
0
-------------
0
8,200
-------------
0
1,280
-------------
0
216,204
-------------
0
0
-------------
0
4LESLIE POMERANTZSENIOR VICE PRESIDENT (i)

(ii)
164,442
-------------
0
0
-------------
0
0
-------------
0
6,550
-------------
0
1,037
-------------
0
172,029
-------------
0
0
-------------
0
5MICHAEL DYEVP, INVESTMENTS & RISK MGM (i)

(ii)
153,716
-------------
0
0
-------------
0
0
-------------
0
6,520
-------------
0
25,716
-------------
0
185,952
-------------
0
0
-------------
0
6DARRELL FRIEDMANFORMER OFFICER (i)

(ii)
0
-------------
0
0
-------------
0
142,981
-------------
0
0
-------------
0
0
-------------
0
142,981
-------------
0
0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
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.
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) 2015
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.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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), section 501(c)(4), and 501(c)(29) 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 31,250   No Yes   Yes  
Total ...............Small Bullet $ 31,250
Part III
Grants or Assistance Benefiting 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) 2015
Schedule L (Form 990 or 990-EZ) 2015
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) 2015


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
2015
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 148 1,717,747 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) (2015)
Schedule M (Form 990) (2015)
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) (2015)

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 990-EZ 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
2015
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 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 XI, LINE 9: EXPENSES NOT INCLUDED ON FINANCIAL STATEMENTS 70,500.
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 88.76%. THE ASSOCIATED PROGRAM EXPENSE 39,526,402 TOTAL EXPENSE 47,923,294 PROGRAM SERVICE % 82.48% AJC PROGRAM EXPENSE 29,853,671 TOTAL EXPENSE 30,240,995 PROGRAM SERVICE % 98.72% TOTAL PROGRAM EXPENSE 69,380,073 TOTAL EXPENSE 78,164,919 PROGRAM SERVICE % 88.76%
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


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
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
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)ZANVYL 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
 
(3)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
 
(4)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
 
(5)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
 
(6)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
 
(7)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
 
(8)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
 
(9)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
 
(10)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
 
(11)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
 
(12)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
 
(13)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
 
(14)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
 
(15)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
 
(16)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
 
(17)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
 
(18)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
 
(19)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
 
(20)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
 
(21)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
 
(22)SIDNEY S NAHAM FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
47-4204051
CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(23)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
 
(24)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
 
(25)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
 
(26)THE 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
 
(27)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
 
(28)GERSON G & 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
 
(29)THE FLORENCE & CHARLES HOFFBERGER CHARITABLE FDN INC
101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1801455
CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(30)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
 
(31)WILLIAM & IRENE WEINBERG FAMILY FOUNDTION INC
101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
52-1857755
CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(32)NATHAN & 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
 
(33)THE 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
 
(34)FRED & 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
 
(35)KESHER FUND OF THE COHEN-FRUCHTMAN-KRIEGER FMLY INC
101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
31-1478499
CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(36)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
 
(37)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
 
(38)THE 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
 
(39)THE 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
 
(40)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
 
(41)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
 
(42)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
 
(43)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
 
(44)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
 
(45)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
 
(46)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
 
(47)LIBMAN FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
20-8572565
CHARITABLE SUPPORT MD 501(C)(3) LINE 11A, I THE ASSOCIATED JCFB
 
Yes
 
(48)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
 
(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)VOLOSOV FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUE

BALTIMORE,MD21201
47-4050322
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) 2015
Schedule R (Form 990) 2015
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) 2015
Schedule R (Form 990) 2015
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

C 9,405,914 CASH VALUE
(2) BRENDA BROWN-LIPITZ FAMILY FOUNDATION INC

C 57,100 CASH VALUE
(3) DUPKIN JEWISH CHARITY AND WELFARE FUND

C 400,000 CASH VALUE
(4) GERSON G AND SANDY F EISENBERG FOUNDATION INC

C 107,000 CASH VALUE
(5) GOLDSMITH FOUNDATION

C 536,100 CASH VALUE
(6) HARRY WEINBERG FAMILY FOUNDATION INC

C 2,127,500 CASH VALUE
(7) HOFFBERGER FAMILY FUND INC

C 724,930 CASH VALUE
(8) JANE KRIEGER SCHAPIRO FAMILY FOUNDATION INC

C 290,000 CASH VALUE
(9) JOSEPH AND ANNETTE COOPER FAMILY FOUNDATION INC

C 85,000 CASH VALUE
(10) KOLKER-SAXON-HALLOCK FUND B

C 123,000 CASH VALUE
(11) LUSKIN FAMILY FOUNDATION

C 225,000 CASH VALUE
(12) MACADOO FAMILY FOUNDATION INC

C 64,000 CASH VALUE
(13) MARTIN S HIMELES SR FOUNDATION INC

C 55,000 CASH VALUE
(14) PEARLSTONE FAMILY FUND

C 572,500 CASH VALUE
(15) RICHMAN FAMILY FOUNDATION INC

C 162,000 CASH VALUE
(16) ZANVYL AND ISABELLE KRIEGER FUND INC

C 502,600 CASH VALUE
(17) ZIMMERMAN FUND FOR CHILDREN INC

C 67,000 CASH VALUE
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
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) 2015
Schedule R (Form 990) 2015
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) 2015

Additional Data


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