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The Birmingham Jewish Federation

Details

Name: The Birmingham Jewish Federation
Jurisdiction: Alabama
Legal type: Domestic Non-Profit Corporation
Status: Exists
Date of registration: 29 May 1991 (34 years ago)
Entity Number: 000-069-292
Register Number: 000069292
ZIP code: 35213
County: Jefferson
Place of Formation: Jefferson County
Principal Address: BIRMINGHAM, AL
Registered Office Street Address: 3966 MONTCLAIR ROADBIRMINGHAM, AL 35213

Activities ENHANCE RELATIONSHIP OF JEWISH COMMUNITY

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
WY1QESTULXA7 2025-02-14 3966 MONTCLAIR RD, MOUNTAIN BRK, AL, 35213, 2413, USA 3966 MONTCLAIR RD, MOUNTAIN BRK, AL, 35213, 2413, USA

Business Information

Congressional District 06
State/Country of Incorporation AL, USA
Activation Date 2024-02-19
Initial Registration Date 2023-03-02
Entity Start Date 1991-05-29
Fiscal Year End Close Date Dec 31

Points of Contacts

Electronic Business
Title PRIMARY POC
Name KIM PATTERSON
Address 3966 MONTCLAIR RD, BIRMINGHAM, AL, 35213, USA
Government Business
Title PRIMARY POC
Name DANIEL COHN
Address 3966 MONTCLAIR ROAD, BIRMIMGHAM, AL, 35213, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BIRMINGHAM JEWISH FEDERATION 401(K) PLAN 2023 631045456 2024-06-05 BIRMINGHAM JEWISH FEDERATION 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 813000
Sponsor’s telephone number 2058790416
Plan sponsor’s address 3966 MONTCLAIR ROAD, BIRMINGHAM, AL, 35213

Signature of

Role Plan administrator
Date 2024-06-05
Name of individual signing KIMBERLY PATTERSON
Role Employer/plan sponsor
Date 2024-06-05
Name of individual signing KIMBERLY PATTERSON
BIRMINGHAM JEWISH FEDERATION 401(K) PLAN 2022 631045456 2023-08-14 BIRMINGHAM JEWISH FEDERATION 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 813000
Sponsor’s telephone number 2058790416
Plan sponsor’s address 3966 MONTCLAIR ROAD, BIRMINGHAM, AL, 35213

Signature of

Role Plan administrator
Date 2023-08-14
Name of individual signing KIMBERLY PATTERSON
Role Employer/plan sponsor
Date 2023-08-14
Name of individual signing KIMBERLY PATTERSON
BIRMINGHAM JEWISH FEDERATION 401(K) PLAN 2021 631045456 2022-07-07 BIRMINGHAM JEWISH FEDERATION 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 813000
Sponsor’s telephone number 2058790416
Plan sponsor’s address 3966 MONTCLAIR ROAD, BIRMINGHAM, AL, 35213

Signature of

Role Plan administrator
Date 2022-07-07
Name of individual signing KIMBERLY PATTERSON
Role Employer/plan sponsor
Date 2022-07-07
Name of individual signing KIMBERLY PATTERSON
BIRMINGHAM JEWISH FEDERATION 401(K) PLAN 2020 631045456 2021-07-01 BIRMINGHAM JEWISH FEDERATION 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 813000
Sponsor’s telephone number 2058790416
Plan sponsor’s address 3966 MONTCLAIR ROAD, BIRMINGHAM, AL, 35213

Signature of

Role Plan administrator
Date 2021-07-01
Name of individual signing KIMBERLY PATTERSON
Role Employer/plan sponsor
Date 2021-07-01
Name of individual signing KIMBERLY PATTERSON
BIRMINGHAM JEWISH FEDERATION 401(K) PLAN 2019 631045456 2020-06-04 BIRMINGHAM JEWISH FEDERATION 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 813000
Sponsor’s telephone number 2058790416
Plan sponsor’s address 3966 MONTCLAIR ROAD, BIRMINGHAM, AL, 35213

Signature of

Role Plan administrator
Date 2020-06-04
Name of individual signing KIMBERLY PATTERSON
Role Employer/plan sponsor
Date 2020-06-04
Name of individual signing DANIEL COHN
BIRMINGHAM JEWISH FEDERATION 401(K) PLAN 2018 631045456 2019-07-11 BIRMINGHAM JEWISH FEDERATION 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 813000
Sponsor’s telephone number 2058790416
Plan sponsor’s address 3966 MONTCLAIR ROAD, BIRMINGHAM, AL, 35213

Signature of

Role Plan administrator
Date 2019-07-11
Name of individual signing KIMBERLY PATTERSON
Role Employer/plan sponsor
Date 2019-07-11
Name of individual signing RICHARD FRIEDMAN
BIRMINGHAM JEWISH FEDERATION 401(K) PLAN 2017 631045456 2018-10-03 BIRMINGHAM JEWISH FEDERATION 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 813000
Sponsor’s telephone number 2058790416
Plan sponsor’s address 3966 MONTCLAIR ROAD, BIRMINGHAM, AL, 35213

Signature of

Role Plan administrator
Date 2018-10-03
Name of individual signing KIMBERLY PATTERSON
BIRMINGHAM JEWISH FEDERATION 401(K) PLAN 2016 631045456 2017-07-13 BIRMINGHAM JEWISH FEDERATION 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 813000
Sponsor’s telephone number 2058790416
Plan sponsor’s address 3966 MONTCLAIR ROAD, BIRMINGHAM, AL, 35213

Signature of

Role Plan administrator
Date 2017-07-13
Name of individual signing RICHARD FRIEDMAN
BIRMINGHAM JEWISH FEDERATION 401(K) PLAN 2015 631045456 2016-06-29 BIRMINGHAM JEWISH FEDERATION 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 813000
Sponsor’s telephone number 2058790416
Plan sponsor’s address 3966 MONTCLAIR ROAD, BIRMINGHAM, AL, 35213

Signature of

Role Plan administrator
Date 2016-06-29
Name of individual signing RICHARD FRIEDMAN
BIRMINGHAM JEWISH FEDERATION 401(K) PLAN 2014 631045456 2015-05-20 BIRMINGHAM JEWISH FEDERATION 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 813000
Sponsor’s telephone number 2058790416
Plan sponsor’s address 3966 MONTCLAIR ROAD, BIRMINGHAM, AL, 35213

Signature of

Role Plan administrator
Date 2015-05-20
Name of individual signing RICHARD FRIEDMAN

Agent

Name Role
FRIEDMAN, RICHARD Agent

Incorporator

Name Role Address
BRICKMAN, STEVEN A Incorporator 2311 HIGHLAND AVENUE SOUTH SUITE 500BIRMINGHAM, AL 35205

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
63-1045456 Corporation Unconditional Exemption 3966 MONTCLAIR RD, MOUNTAIN BRK, AL, 35213-2413 1992-01
In Care of Name % KIM PATTERSON
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 1,000,000 to 4,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 3911122
Income Amount 3763308
Form 990 Revenue Amount 3763308
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name BIRMINGHAM JEWISH FEDERATION INC
EIN 63-1045456
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name BIRMINGHAM JEWISH FEDERATION INC
EIN 63-1045456
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name BIRMINGHAM JEWISH FEDERATION INC
EIN 63-1045456
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name BIRMINGHAM JEWISH FEDERATION INC
EIN 63-1045456
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name BIRMINGHAM JEWISH FEDERATION INC
EIN 63-1045456
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name BIRMINGHAM JEWISH FEDERATION INC
EIN 63-1045456
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6743498300 2021-01-27 0459 PPS 3966 Montclair Rd, Mountain Brk, AL, 35213-2413
Loan Status Date 2022-02-16
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 151613
Loan Approval Amount (current) 151613
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434138
Servicing Lender Name ServisFirst Bank
Servicing Lender Address 2500 Woodcrest Place, BIRMINGHAM, AL, 35209-1374
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Mountain Brk, JEFFERSON, AL, 35213-2413
Project Congressional District AL-06
Number of Employees 11
NAICS code 813211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 434138
Originating Lender Name ServisFirst Bank
Originating Lender Address BIRMINGHAM, AL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 153078.59
Forgiveness Paid Date 2022-01-13
7412607006 2020-04-07 0459 PPP 3966 MONTCLAIR RD, MOUNTAIN BRK, AL, 35213-2413
Loan Status Date 2021-06-05
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 146000
Loan Approval Amount (current) 146000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434138
Servicing Lender Name ServisFirst Bank
Servicing Lender Address 2500 Woodcrest Place, BIRMINGHAM, AL, 35209-1374
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address MOUNTAIN BRK, JEFFERSON, AL, 35213-2413
Project Congressional District AL-06
Number of Employees 8
NAICS code 813211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 434138
Originating Lender Name ServisFirst Bank
Originating Lender Address BIRMINGHAM, AL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 147650.61
Forgiveness Paid Date 2021-05-26

Date of last update: 31 Jul 2024

Sources: Alabama Secretary of State