see attached dgension f -...

54
o Return of Organization Exempt From Income Tax °2001' Form ~JO Under section 501(c), 527, or 4917(a)(7) of the Internal Revenue Code (except black loop o1c.vgsn aewrw,y benefit trust or private foundation) Open to Publio en , FF, S,y,~ " The organization may have to use a copy of this return to satisfy state reporting requirements. Inspection A Forthe2001ealenduyeu,orpxyeuperiod beginning JUL 1 201 and ending JUN 30 202 B checkif C Name of organization D Employer identificabon number pl~ un IRS ATIONAL COUNCIL OF JEWISH WOMEN-CS 34-0714651 ~e typ Number and street (or P 0 box if mail is not deirvered to street address) S. N be d =s Room/suite E Telephone number C C; sp-n-26055 EMERY ROAD --100,I~ Room/suite "111, 216-378-2204 um I a treet 'or ity or town, state or country, and ZIP + 4 F Aixialtiagmemad L-1 ~~Mci ..w I'T r I 0~ff N. F --- 1~-~ T .&nrPT .7kM'n MT AA1 1)Q SEE ATTACHED DGENSION F .. Section 501(c)(3)OFO an Lzations and 4947(a)(1) nonexempl charitable trusts must attach a completed Schedule A (Form 990 or 990-EZ) H and I are not applicable to section 527 organizations. H(a) Is this a group return for affiliates? Yes No H(b) If Yes; enter number of aKliates " H(e) Are all affiliates included? N/A D Yes D No (if 'No,* attach a list.) H(0) Is this a separate return filed by an or - M Check 1 LXJ d the organization is not required to attach Sch B (Farm 990, 990-E7, or 990-PF) L b ass duect e7~enses other than fu d[a mp expenses I 9D I 1 o e , 1e r o c 1 ~ comer o~ ~I ss) h m,6oe~c~21 eC~r (subtract line 9b from line 9a) SEE STATEMENT 2 10 ~ fa3 saleSNflhve~tory,l~ssretur allowances ~ 108 328 , 51 ¢ N b ass costol oodssold 10h 328 , 51 .- e rocs pr fi `~ o S}~n s~Tt rove tory (attach schedule) (subtract line 70b from line 10a) STMT 3 I, r 12 Total revenue add lines 1d 2 3 4 5 6c 7 Bit . 9c 10c and 17 73 Program services (horn line 44, column (B)) m O u 14 Management and general (horn line 44, column (C)) LLJ 15 Fundraising (horn line 44, column (D)) Z w 16 Payments toaffiliates (attachschedule) SEE STATEMENT 4 17 Total exp enses add lines 16 and 44 column A 18 Excess or (deficit) for the year (subtract line 17 from line 12) t~ m m m 19 Net assets or fund balances at beginning of year (horn line 73, column (A)) 20 Other changes in net assets or fund balances (attach explanation) ,SEE STATEMENT 5 a 21 Net assets or fund bounces at end of year (combine lines 18, 19, and 20) o;a -0z LHA For Paperwork Reduction Act Notice, see the separate metrueUOne2 Form 990 (2001) 15410514 787433 34-0714651 2001 .09010 NATIONAL COUNCIL OF JEWISH 34-07101 l p J Organization type lcextenhooel11110- LXJ 5U7(c)I,y )-M (~no) Uayailall1)orLJO[ K Check here " 0 if the organization's gross receipts are normally not more than $25,000 The orpaniza6on need not file a return with the IRS, but d the organization received a Form 990 Package in the mail, it should file a return wIthaut financial data Same states require a complete return 1 Contributions, gifts, grants, and similar amount received a Direct public support 1~ b Indirect public support 7b e Government contribubons (grants) to d Total (add lines la through 1c) (cash g 660 .584 . nancasn$ ) 2 Program service revenue including government fees and contracts (ham Part VII, line 93) 3 Membership dues and assessments I Interest on savings and temporary rash investments 5 Dividends and interest from securities 6 a Gross rents 61 b Less rental expenses 6b m e Net rental income or (loss) (subtract line 6b from line fia) 'e 7 Other investment income (describe 1 m 8 a Gross amount from sale of assets other ( A ) Securities than inventory 1 , 134 , 775 . Its b Less cost or other basis and sales expenses 1 , 120 , 260 . Bb c Gain or (loss) (attach schedule) 14 , 515 . ee d Net gain or (loss) (combine line 8c, columns (A) and (B)) STMT 1 9 Special events and activities (attach schedule) a Gressrevenue (noUpcludmu5~i 0 . of contributions

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Page 1: SEE ATTACHED DGENSION F - 990s.foundationcenter.org990s.foundationcenter.org/990_pdf_archive/340/340714651/340714651... · N 10 ~ fa3 saleSNflhve~tory,l~ssretur ¢ allowances ~ 108

o Return of Organization Exempt From Income Tax °2001' Form ~JO Under section 501(c), 527, or 4917(a)(7) of the Internal Revenue Code (except black loop

o1c.vgsn aewrw,y benefit trust or private foundation) Open to Publio en��, FF, S,y,~ " The organization may have to use a copy of this return to satisfy state reporting requirements. Inspection A Forthe2001ealenduyeu,orpxyeuperiod beginning JUL 1 201 and ending JUN 30 202 B checkif C Name of organization D Employer identificabon number pl~

un IRS ATIONAL COUNCIL OF JEWISH WOMEN-CS 34-0714651

~e typ Number and street (or P 0 box if mail is not deirvered to street address) S. N be d =s Room/suite E Telephone number

C

C;

sp-n-26055 EMERY ROAD --100,I~ Room/suite

"111, 216-378-2204 um I a treet

'or ity or town, state or country, and ZIP + 4 F Aixialtiagmemad L-1 ~~Mci ..w I'T

r

I 0~ff N. F --- 1~-~ T .&nrPT.7kM'n MT AA1 1)Q SEE ATTACHED DGENSION F .. Section 501(c)(3)OFO an Lzations and 4947(a)(1) nonexempl charitable trusts must attach a completed Schedule A (Form 990 or 990-EZ)

H and I are not applicable to section 527 organizations. H(a) Is this a group return for affiliates? Yes No H(b) If Yes; enter number of aKliates" H(e) Are all affiliates included? N/A D Yes D No

(if 'No,* attach a list.)

H(0) Is this a separate return filed by an or -

M Check 1 LXJ d the organization is not required to attach Sch B (Farm 990, 990-E7, or 990-PF) L

b ass duect e7~enses other than fu d[a mp expenses I 9D I 1 o e , 1e r o c

1

~ comer o~ ~I ss) h� m,6oe~c~21 eC~r (subtract line 9b from line 9a) SEE STATEMENT 2 10 ~ fa3 saleSNflhve~tory,l~ssretur allowances ~ 108 328 , 51 ¢ N

b ass costol oodssold 10h 328 , 51 .- e rocs pr fi `~ o S}~n s~Tt rove tory (attach schedule) (subtract line 70b from line 10a) STMT 3

I, r 12 Total revenue add lines 1d 2 3 4 5 6c 7 Bit . 9c 10c and 17 73 Program services (horn line 44, column (B)) m

O u 14 Management and general (horn line 44, column (C)) LLJ 15 Fundraising (horn line 44, column (D)) Z w 16 Payments toaffiliates (attachschedule) SEE STATEMENT 4

17 Total expenses add lines 16 and 44 column A 18 Excess or (deficit) for the year (subtract line 17 from line 12) t~ m

m m 19 Net assets or fund balances at beginning of year (horn line 73, column (A)) 20 Other changes in net assets or fund balances (attach explanation) ,SEE STATEMENT 5 a 21 Net assets or fund bounces at end of year (combine lines 18, 19, and 20)

o;a -0z LHA For Paperwork Reduction Act Notice, see the separate metrueUOne2 Form 990 (2001)

15410514 787433 34-0714651 2001 .09010 NATIONAL COUNCIL OF JEWISH 34-07101 l p

J Organization type lcextenhooel11110- LXJ 5U7(c)I,y )-M (~no) Uayailall1)orLJO[ K Check here " 0 if the organization's gross receipts are normally not more than $25,000 The

orpaniza6on need not file a return with the IRS, but d the organization received a Form 990 Package in the mail, it should file a return wIthaut financial data Same states require a complete return

1 Contributions, gifts, grants, and similar amount received a Direct public support 1~ b Indirect public support 7b e Government contribubons (grants) to d Total (add lines la through 1c)

(cash g 660 .584 . nancasn$ ) 2 Program service revenue including government fees and contracts (ham Part VII, line 93) 3 Membership dues and assessments I Interest on savings and temporary rash investments 5 Dividends and interest from securities 6 a Gross rents 61

b Less rental expenses 6b m e Net rental income or (loss) (subtract line 6b from line fia)

'e 7 Other investment income (describe 1 m 8 a Gross amount from sale of assets other ( A ) Securities

than inventory 1 , 134 , 775 . Its b Less cost or other basis and sales expenses 1 , 120 , 260 . Bb c Gain or (loss) (attach schedule) 14 , 515 . ee d Net gain or (loss) (combine line 8c, columns (A) and (B)) STMT 1

9 Special events and activities (attach schedule) a Gressrevenue (noUpcludmu5~i 0 . of contributions

Page 2: SEE ATTACHED DGENSION F - 990s.foundationcenter.org990s.foundationcenter.org/990_pdf_archive/340/340714651/340714651... · N 10 ~ fa3 saleSNflhve~tory,l~ssretur ¢ allowances ~ 108

Do not include amounts reported on we 6b, 86, 96, 106, or 16 of Part I

22 Grants and allocations (attach schedule) caah s 106294 .~s

23 Specific assistance to individuals (attach schedule) 24 Benefits paid to or for members (attach schedule) 25 Campensauon of officers, directors, etc 26 Other salaries and wages 21 Pension plan contributions 28 Other employee benefits 29 Payroll taxes 30 Processional fundraising lees 37 Accounting fees 32 Legal fees 33 Supplies 34 Telephone 95 Postage and shipping 36 Occupancy 37 Equipment rental and maintenance 38 Printing and publications 39 Travel 40 Conferences, conventions, and meetings 41 Interest 42 Depreciation, depletion, etc . (attach schedule) 43 Other expenses not covered above (itemize)

e b e d e SEE STATEMENT 6

4+ 7otn1 NnC1onW ~ms (tae lines 22 Vvougha3) Orwl:atms completing odumna (B}(Di, Can, N,,,

(D) Fundraising

ATBMMENT 9

'z3°" 01~2-02 3 Form 990 (2001)

15410514 787433 34-0714651 2001 .09010 NATIONAL COUNCIL OF JEWISH 34-07101

Fan

ust complete column (A) Columns (d), (G), and (U) are id section 4947 (a)( 1 ) nonexempt charitable trusts but

(A) Total (B)sProgram (C)

Page 2

Joint Cosh Check 1 U it you are following SOP 98-2 Are any point costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? " D Yes EENa

If Yes; enter (q the aggregate amount of these point costs 5 , (u) the amount allocated to Program services S ,

m the amount allocated to Management and g eneral $ and n the amount allocated to FunOraisin Part III Statement of Program Service Accomplishments

What is the organization's primary exempt purposes " SEE STATEMENT 7 Program Service

RII a Iiationa must EesmDe they clan t as ~Nlavemmt~ In a flea end mnax manns State tPe numbv of dlsita earvad, uElimtiona isasC CC Discuss Expenses

pN D 7~G P (Rpquved Iv 501(c)(3) . ~NlevpnentsttWasnotmmueDle(S>%.mSOtIcX71w4(t)uganIratimamid4W7(a)(7)nonusnptpantaEletruCamusiWOantsNeemounlotWanUmd (t)npa and 47/7(eX

a

b

c

d

and rout

Page 3: SEE ATTACHED DGENSION F - 990s.foundationcenter.org990s.foundationcenter.org/990_pdf_archive/340/340714651/340714651... · N 10 ~ fa3 saleSNflhve~tory,l~ssretur ¢ allowances ~ 108

` Form 990(2007) NATIONAL COUNCIL OF JEWISH WOMEN-CS 34-0714651 Page s

Part IV Balance Sheets

Note " Where required, attached schedules and amounts within the description column (A) (B) should be for end-of-year amounts only I Beginning of year I I End of year

48 a Pledges recervable

b Less allowance for doubtful accounts

49 Grants receivable

50 Recerrables from officers, directors, trustees,

and key employees m m 51 a Other notes and loans receivable n

h Less allowance for doubtful accounts

52 Inventories for sale or use

53 Prepaid expenses and deferred charges

54 Investments - securities

55 a Investments - land, buildings, and

equipment bass

11110- 0 Cost 0 FMV

Organizations that follow SFAS 117, cheek here " LX,J and complete lines 67 through 69 and lines 73 and 74 a

67 Unrestricted U .e 68 Temporarily restricted to 69 Permanently restricted

Organizations that do not follow SFAS 717, check here " D and complete lines 70 through 74

p 70 Capital stock, trust principal, or current funds $ 71 Paid-in or capital surplus, or land, building, and equipment fund m

72 Retained earnings, endowment, accumulated income, or other funds 73 Total net assets or fund balances (add lines 67 through 69 OR lines 70 through 72,

column (A) must equal line 19; column (B) must equal line 21)

Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization How the public perceives an organization in such cases may be determined by the information presented on ifs return Therefore, please make sure the return is complete and accurate and tiny describes, in Part III, the organization's programs and accomplishments .

izsozt 014)2-02 q

15410514 787433 34-0714651 2001 .09010 NATIONAL COUNCIL OF JEWISH 34-07101

15 Cash-non-interest-bearing 48 Savings and temporary cash investments

47 a Accounts receivable b Less allowance for doubtful accounts

b Less accumulated depreciation I 55E I 56 Investments-agar SEE STATEMENT 10 57 a Land, buildings, and equipment basis 57a 8 . 502 .

b Less accumulated depreciation ~ 57b ~ 5 .376 . 58 Other assets (describe lll~

60 Accounts payable and accrued expenses 61 Grants payable

m 62 Deterred revenue 63 Loans from officers, directors, trustees, and key employees c 64 a Tax-exempt bond liabilities

b Mortgages and other notes payable 65 Other liabilities (describe " SEE STATEMENT 11 _ )

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per nuaitea Part IV-B �econauauon of tzpenses per nuaitea Revenue per Financial Statements With Expenses per

Add amounts an lines (1) and (2) e Total expenses per line 17, Form 990

(line a plus line d) 1 ployees (List each one even if not compensated ) Title and average hours 'C) Compensation (Dla per week devoted to (If not Olid . enter e�°,: (A) Name and address

SEE -LIST- ATTACHED -------------------------------II ---------------------------------

--------------------------------- ---------------------------------

---------------------------------I ---------------------------------

--------------------------------- ---------------------------------

--------------------------------- ---------------------------------

--------------------------------- ---------------------------------

--------------------------------- ---------------------------------

--------------------------------- ---------------------------------

--------------------------------- ---------------------------------

--------------------------------- ---------------------------------

a

75 Did any officer, director, trustee, or key employee receive aggregate compensation of more than $100,000 hom your nation and all related orpan~tions, of which mare than $10,000 was provided by the related organizations? If Yes,' attach schedule " LJ Yes [f] No Form 990 (20011

e i omi revenue, pains, ano olner support per audited financial statements 1110.

b Amounts included on line a but not on line 12, Form 990

(1) Net unrealized gains on investments $

(2) Donated services and use of facilities $

(3) Recoveries of prior year grants $

STMT 12 S 1,904 . Add amounts on lines (1) through (1) 1

e Line a minus line b d Amounts included on line 12, Form

990 but not an line e

(i) Investment expenses not included on line 6b, Form 990 j

(2) Other (specify) S

Add amounts an lines (1) and(2) 10. e Total revenue per line 12, Form 990

(line a plus line d)

Total expenses and losses per audited financial statements

b Amounts included an line a but not on line 17, Form 990

(1) Donated services and use of facilities $

(2) Prior year adjustments reported on line 20, Form 990 i <215,680 .

(9) Losses reported on dine 20, Form 990 i 190,126 .

(1) Other (specify) STMT 13 t 1,904 .

Add amounts on does (t) through (4) e Line a minus line b d Amounts included on line 17, Form

990 but not on line a

(1) Investment expenses not included on line 6b, Form 990

(2) Other (specify)

Page 5: SEE ATTACHED DGENSION F - 990s.foundationcenter.org990s.foundationcenter.org/990_pdf_archive/340/340714651/340714651... · N 10 ~ fa3 saleSNflhve~tory,l~ssretur ¢ allowances ~ 108

92 Section 4947(a)(1) nonexempt charitable trusts filing Form 990 m lieu of Form 1011- Check here " 0

o'-0°z~-0z 6 Form 990 (2001) 01~2~ 15410514 787433 34-0714651 2001 .09010 NATIONAL COUNCIL OF JEWISH 34-07101

76 " Did the organization engage in any activity not previously reported to the IRS? It Yes; attach a detailed description of each activity 71 Were any changes made in the organizing or governing documents but not reported to the IRS

If Yes; attach a conformed copy of the changes 78 a Did the orpaniatian have unrelated business gross income of 51,000 or more during the year covered by this return

b If Yes; has it filed a tax return on Form 890-T tar this year! N/A

79 Was there a liquidation, dissolution, termination, or substantial contraction during the year? If Yes; attach a statement

80 & Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc, to any other exempt or nonexempt organization?

b II Yes,' enter the name of the organization and check whether it is D exempt OR nonexempt

81 a Enter direct or indirect political expenditures. See line 81 instructions ~ 81~ ~ 0

b Did the orpanuauon file Form 1120-POL for this year? 82 a Did the organization receive donated services or the use of materials, equipment, or facilities at no carpe or at substantially less than

fair rental value b If Yes; you may indicate the value of these items here Do not include this amount as revenue in Part I or as an

expense in Pan II (See instructions in Part III ) I 82b ~ N/A

83 a Did the organization compry with the public inspection requirements for returns and exemption appliwtions9

b Did the organization compy xilh the disclosure requirements relating to quid pro quo contributions?

84 a Did the organization solicit any contributions or gifts that were not tax deductible? b If Yes; did the organization include with every solicitation an egress statement that such contributions or pelts were not

tax deducuble'2 N/A

85 507(c)(4), (5), or (6) organizations a Were substantially all dues nondeductible by members N/A

b Did the organization make only in-house lobbying expendaures of $2,000 or less N/A

II Yes' was answered to either 85a or BSh, do not complete 85c through 85h below unless the organization received a waiver for proxy tax owed for the prior year

e Dues, assessments, and similar amounts from members 85e N/ A

d Section 162(e) lobbying and political expenditures 85d N/ A

e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices 85e N/ A

1 Taxable amount of lobbying and political expenditures (line 85d less BSe) 851 N/A

p Does the organization elect to pay the section 6033(e) tax on the amount in B5P N/A

h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount in BSf to its reasonable estimate of dues

allocable to nondeductible lobbying and political expenditures for the following tax year? N/A

86 501(c)(/) organizations Enter a Initiation fees and capital contributions included on line 12 B6e N/A

b Gross receipts, included on line 12, for public use of club facilities 866 N/A

87 507(c)(72) organizations Enter a Gross income from members or shareholders 87& N/A b Gross income from other sources (Do not net amounts due or paid to other sources

against amounts due or received from them ) 971 e 1 88 At any lime during the year, did the organization own a 50°/. or greater interest in a taxable corporation or partnership,

or an entRy disregarded as separate from the organization under RepulaGOns sections 3017701-2 and 3017701-39 If Yes; complete Part IX

89 a 501(c)(3) organizations Enter Amount of tax imposed on the organization during the year under section 4971 jo. 0 . , section 4912 Bo- 0 . , section 4955 10-_

b 501(c)(3) and 507(c)(4) organizations Did the organization engage in any section 4958 excess bene(A transaction during the year or did it become aware of an excess benefit transaction from a prior year? II Yes; attach a statement explaining each transaction

c Enter Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 . 0 .

d Enter Amount of tax on line 89c, above, reimbursed by the organization 0 .

90 a List the states with which a copy of this return is filed " OHIO b Number of employees employed in the pay period that includes March 12, 2001 90b 15

sf ihebooksareincare at " HRENDA FREED TeleDhoneno " 216-378-2204

Located at " 26055 EMERY ROAD CLEVELAND . OH zIP*4 . 44128

Page 6: SEE ATTACHED DGENSION F - 990s.foundationcenter.org990s.foundationcenter.org/990_pdf_archive/340/340714651/340714651... · N 10 ~ fa3 saleSNflhve~tory,l~ssretur ¢ allowances ~ 108

Note Entergrpss amounts unless otherwise indicated 93 Program service revenue

PROGRAM SERVICE REVENUE b e d e f Medicare/Medicaid payments p Fees and contracts from government agencies

94 Membership dues and assessments 95 Interest on whops and temporary

cash investment 96 Dividends and interest from securities 97 Net rental income or (loss) from real estate

debt-financed property b not debt-financed property

98 Net rental income or (loss) from personal property 99 Other investment income

100 Gain or (loss) from sales of assets other than inventory

101 Net income or (loss) from special events 702 Gross profit or (loss) from sales of inventory 103 Other revenue

a MISCELLANEOUS b e a

101 Subtotal (add columns (B), (D), and (E)) 105 Total (add line 104, columns (B), (D), and (E))

Related or exempt Amount+ V +, function income

(B) Amount

1111. Part I

paw y111Heiationsnip or wctrvities to the nccompusnmenc or exempt rurposes (bee tivecnic instructions on gape :3e )

Line No Explain how each activity for which income is reported in column (E) of Pan VII contributed importantly to the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes)

an

of I Nature Name, address, aiid'EIN of

/ ~ I Please

d SiOn Here / Sip re of officer ~ Date

Paid Prepare s' signature

Preperer't F.'s ,m �,ro ZINNER CO . P Use Only 'Wf,a 'Z9125 CHAGRIN BLVD . '2"°' We`Q'~d 01-02-02 LP a ~ CLEVELAND OH 44122-46

15410514 787433 34-0714651 2001 .09010

Form 990 Instructions on oaae 32

(a) Did the orpan¢ahon, during the year, receive any funds, directly or indirectly, R (b) Did the organization, during the year, pay premiums, directly or indirectly, an a

u~as V= ~~i .

Page 7: SEE ATTACHED DGENSION F - 990s.foundationcenter.org990s.foundationcenter.org/990_pdf_archive/340/340714651/340714651... · N 10 ~ fa3 saleSNflhve~tory,l~ssretur ¢ allowances ~ 108

SCHtDULE A Organization Exempt Under Section 501(c)(3) (Form 990 a 990-EZ) (Except Private Foundation) end Section 501(e), 501(Q, 501(t),

501(n), or Section 1947(a)(1) Nonexempt Charitable Trust

Dg~~nt Of Me rMRWY Supplementary Information-(See separate instructions.) ines,w ana,us swan 1 MUST be Completed 6y the above orpemzeUOnt end attached to their Form 990 or 990-EZ

OMB No 7u'rOM7

2001 Employer iden4fiu6on number Name of the or0anuahon

Compensation of the Five Highest Paid Independent Contractors for P (See pane 2 of the instructions. List each one (whether individuals or firms) It there are none, enter 'None

(b) Type of service I (c) Compensation

--------------------------------------------

--------------------------------------------

Total number al others recemnp over 550,000 for professional services " 0 LHA Far Paperwork Reduction Act Notice, see the Instruc4ont for Form 990 end Farm 990-EZ Schedule A (Forth 990 or 990-EZ) 2001

743101 77 TO-01

15410514 787433 34-0714651 2001 .09010 NATIONAL COUNCIL OF JEWISH 34-07101

Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (See page 1 of the instructions. List each one If there are none, enter 'None ") (a) Name and address of each employee paid (b) Title and average hours 1m ~^'~'b"~'~ (e

per week devoted to (c) Compensation o��,°f°°a�°°'�,°`d" accoi more khan $50,000 position .~eel.m al

NONE-----------------------------

---------------------------------

---------------------------------

---------------------------------

---------------------------------

Total number of other employees paid

(a) Name and address of each independent contractor paid more than $50,000

NONE----------------------------------------

--------------------------------------------

--------------------------------------------

Page 8: SEE ATTACHED DGENSION F - 990s.foundationcenter.org990s.foundationcenter.org/990_pdf_archive/340/340714651/340714651... · N 10 ~ fa3 saleSNflhve~tory,l~ssretur ¢ allowances ~ 108

Part III Statements About Activities (See page 2 of the instructions.) No

3 Does the organization make grants for scholarships, fellowships, student loans, etc 7 (See Note below ) 4 Do you have a section 403(b) annuity plan for your employees Note Attach a statement to explain how [he organization determines that indmduals or organizations; recemng grants orloans from it m furtherance of it charitable programs *qualify' to receive payments

about the supported organizations (See page 5 of

to test for public safety Section 509(a)(4) (See Date 6 of the Schedule A (Form 990 or 990-EZ) 2001

9 15410514 787433 34-0714651 2001 .09010 NATIONAL COUNCIL OF JEWISH 34-07101

Schedule A (Form 990 or 990-EZ) 2001

During the year, has the arpan¢a4on attempted to influence national, state, or local legislation, including any attempt to influence public opinion on a legislative matter or referendums II Yes; enter the total expenses paid or incurred in connection with the lobbying actmtes " $ $ (Must equal amounts on line 98, Pad VI-A, of line i of Part h-B ) Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI-A. Other organizations checking 'Yes; must complete Part VI-B AND attach a statement pmnp a detailed description of the lobbying activities During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any substantial contributors,

trustees, directors, officers, creators, key employees, or members at their families, or with any taxable organization with which any such

person is affiliated as an officer, director, trustee, majority owner, or principal beneficiary? p! the answer to any question is 'Yes,' attach a detailed statement explammg the bensacGOns )

a Sale, exchange, or leasing of property

b Lending of money or other extension of credit?

e Furnishing o1 goods, services, or facilities?

d Payment of compensation (or payment or reimbursement of expenses d more than $1,000)

e Transfer of any part of its income or assets?

The organization is not a private foundation because it is (Please check only ONE applicable box) 5 0 A church, convention of churches, or association of churches Section 170(C)(1)(A)(i) 6 0 A school section 170(b)(1)(A)(n) (Also complete Part V) 7 0 A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(uQ 8 0 A Federal, state, or local government or governmental una. Section 170(b)(1)(A)(v) 9 ~ A medical research organization operated in conjunction with a hospital Section 170(b)(1)(A)(n) Enter the hospital's name, city,

roil state 1111, f0 ED M organization operated for the benefit of a college or university owned or operated by a governmental and. Section 170(b)(1)(A)(iv)

(Also complete the Support Schedule in Part IV-A.) 170 0 M organization that normally receives a substantial part of its support from a governmental unit or ham the general public

Section 770(b)(1)(A)(w) (Also complete the Support Schedule in Part IV-A.) 11b 0 A community trust Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A.) 12 Ell M organization that normally receives (1) More then 39 t/3% of its support from contributions, membership fees, and gross

receipts from actrnties related to its charitable, etc , functions - subject to certain exceptions, and (2) no more thin 33 1/9% of as support from gross investment income and unrelated business taxable income (less section 517 tax) from businesses acquired by the organization after June 30, 1975 See section 509(a)(2) (Also complete the Support Schedule in Part IV-A.)

13 0 M organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in

(a) Name(s) of supported orpanvation(s) (b) Line number

from above

143177 aio~oz

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A you checked a box on line 10, 11, or 12 ) Use in the instructions for converting from the ecau:

accounting

Total

17 Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that 6 related to the organization's

28 Unusual Grants For an organization described in line 10, 11, or 12, that received any unusual grants during 1997 through 2000, prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description at the nature al the grant. Do not file this lief with your return Do not include these grants in line 15

NONE 123,21 12-21)a1 1 0 Schedule A (Form 990 or 990-E2) 2001

15410514 787433 34-0714651 2001 .09010 NATIONAL COUNCIL OF JEWISH 34-07101

990 or 990-EZ)2001

year

15 Gm* vn% ma ca,tNdnms namon I (DO not InUUes unuwN Vents. See Lna 25 )

34-0714651 Page 3

2000 1 (b1 1999 1 lei 1998 1 (it) 7997

78 Gross income from interest, dividends, amounts received from payments on securities loans (sec- tion 512(a)(5)), rents, royalues, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30,1975 79 720 . 74 .276 . 82 .318 . 87,006 . 323 320 .

19 Net income from unrelated business activities not included in line 18

20 Tu rewiusf IeNed for me vQmtrillon ~ benefit n0 etM Me to it o ~b0 m na Oa1W

21 The value of serves or facilities furnished to the organization by a governmental unit without charge Do not include the value of services or facilities generally furnished to the public without charge

22 other I.a Att~ , ~edule Do not ~a ge,n a 0oee1 to. sale of oplW mete

23 Total ollines t5through 22 844A 46 . 746 507 . 649 430 . 684 287 . 2 , 924 , 670 . 24 Line 23minus line 17 367 441 . 337 576 . 224 926 . 244 075 . 1 , 174 , 018 . 25 Enter lXOlline 23 8 , 444 . 1 7 . 465 . 1 6 , 494 . 1 6 , 843 . 26 Organizations described on lines 10 or 1 f a Enter 2S: of amount in column (e), line 24 . 26a N/ A b Prepare a list for your records to show the name of and amount contributed by each person (other than a governmental

unit or publicly supported organization) whose total gifts for 1997 through 2000 exceeded the amount shown in line 26a _ Do not file this lief with your return Enter the total of all these excess amounts " 26b N / A

c Total support for section 509(a)(1) test Enter line 24, column (e) 1 26e N A d Add Amounts from column (e) for lines 18 19

22 261b 1 26d N / A e Public support (line 26c minus line 260 total) " 26e N / A 1 Public support percentiles (line 26e (numerator) divided by line 260 (denominator)) " 26f N/A 9G

27 OrpenizeGOno described on line 12 a For amounts included in lines 15, 16, and 17 that were received from a'disqualdie0 person ; prepare a list for your records to show the name of, and total amounts received in each year from, each 'disqualified person' Do not file that lift with your return Enter the sum of such amounts for each year (2000) 0 . (1999) 0 . (1998) 0 . (1997) 0 .

b For any amount included in line 17 that was received from each peson (other than 'disqualified persons'), prepare a list for your retards to show the name of, and amount received for each year, that was mare than the larger of (1) the amount on line 25 for the year or (2)35,000 (Include in the list organizations described in lines 5 through 11, as well as individuals ) Do not file this list with your return After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excess amounts) for each year (2000) 0 . (7999) 0 . (7998) 0 . (7997) 0 .

e Add Amounts from column (e)forlines 75 675, 346 . 16 175, 352 . 17 1,750,652 . 20 21

d Add Line 27a total 0 . and line 27b total 0 . 1 e Public support (line 27c total minus line 27d total) 110. f Total support for section 509(a)(2) test Enter amount on line 23, column (e) " 1 21f ~ 2 , 924 , 670 . p Public support percentage (line 27e (numerator) circled by line 27f (denominator))

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31 a Does the organization receive any financial aid or assistance from a governmental agency? b Has the organization's right to such aid ever been revoked or suspended

If you answered 'Yes' to either 34a or b, please explain using an attached statement 35 Does the organization certify that n has complied with the applicable requirements of sections 4 01 through 4 OS of Rev Proc 75-50,

1975-2 C B 587. covenno racial nondiscrimination If "No .' attach an explanation Schedule A (Form 990 or 990-EZ) 2001

11 15410514 787433 34-0714651 2001 .09010 NATIONAL COUNCIL OF JEWISH 34-07101

Schedule A(Form990or990-E2)20o1 NATIONAL COUNCIL OF JEWISH WOMEN-CS 34-0714651 Papea

Part V Private School Questionnaire (See page 7 of the instructions.) N/A (To be completed ONLY by schools that checked the box on line 6 in Part M

29 Does the orOantzaLOn have a racially nondiscriminatory policy toward students by statement in ifs charter, bylaws, other governing Yes No

instrument, or in a resolution of its governing body? 29

30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures, catalogues,

and other written communications with the public dealing with student admissions, programs, and scholarships 30 91 Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the period of

solicitation for students, or during the registration period d it has no solicitation program, in a way that makes the policy known

to all parts of the general community n serves 31 If Yes; please describe, if 'NO; please explain (If you need mare space, attach a separate statement)

32 Does the organization maintain the tolloxnnp e Records indicating the racial composition of the student body, faculty, and administrative staff

b Records documenhnp that scholarships and other financial assistance are awarded on a racially nondiscriminatory basis? e Copies al all catalogues, brochures, announcements, and other written communications to the public dealing with student

admissions, programs, and scholarships d Copies of all material used by the organization or on its behalf to solicit contributions?

I1 you answered 'NO'to any of the above, please explain (If you need more space, attach a separate statement)

33 Does the organization discriminate by race in any way with respect to a Students' rights or privileges? b Admissions policies? o Employment of faculty or administrative staff? d Scholarships or other financial assistance? e Educational policies? f Use of facilities? 9 Athletic programs? h Other extracurricular activities?

It you answered 'Yes* to any of the above, please explain (If you need more space, attach a separate statement)

133171 12-Y7-01

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1-YeuAvenpmp Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns

below See the instructions for lines 45 through 50 on gape 11 of the instructions )

Lobbying ExiiendlWreS During 41-Year Averaging Period

(b) 1c1 (d) 2000 1999 1998

Calendar year (or (a) fiscal year beginning in) Is. 2001

45 Lobbying nontaxable amount

46 Lobbying ceiling amount 750X of line 45( e))

47 Total lobbying exp enditures

48 Grassroots nontaxable amount

49 Gressroots ceiling amount ( 150% at line 48 e

50 Grassroots lobbying

(e) Total

I Part VI-B I Lobbying Activity by Nonelecting Public Charities (For reporting only by organizations that did not complete Part VI-A) (See gape 12 01 the instructions ~ N /A

During the year, did the organization attempt to influence national, state or local legislation, including any attempt to Yes Na Amount influence public opinion on a legislative matter or referendum, through the use of e Volunteers b Paid staff or management (Include compensation m expenses reported on hnese through h e Media advertisements d Mailings to members, legislators, or the public e Publications, or published or broadcast statements 1 Grants to other organizations for lobbying purposes p Direct contact with legislators, their staffs, government officials, or a legislative body h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means i Total lobbying expenditures (Add liness through h ) 0 .

If Yes to any at the above, also attach a statement giving a detailed description of the lobbying activities . 123141 12~29~1 Schedule A (Form 990 or 990-EZ) 2001

12 15410514 787433 34-0714651 2001 .09010 NATIONAL COUNCIL OF JEWISH 34-07101

iieA(FOrm990ar990-EZ)2001 NATIONAL COUNCIL OF JEWISH WOMEN-CS 34-0714651 VI-A Lobbying Expenditures by Electing Public Charities (See page 9 of the instructions.) N7A

(To be completed ONLY by an eligible organization that filed Form 5768) " e d the oraaniauon belongs to an affiliated orouo Check " b it vau checked'' and limited conhor provisions apply

Limits on LCbbying Expenditures A7ilated'group To be completed for ALL term 'expen0ilures' means amounts paid or incurred ) totals electing organizations

N/A 96 Total lobbying expenditures to influence public opinion (grassroots lobbying) 38

37 Total lobbying expenditures to influence a legislative body (direct lobbying) 37

38 Total lobbying expenditures (add lines 36 and 37) 38

39 Other exempt purpose expenditures 39

40 Total exempt purpose expenditures (add lines 38 and 39) 10

41 Lobbying nontaxable amount Enter the amount from the following table -

I1 the amount on line 40 u- The lobbying nontaxable amount is -

Not wv $500 000 20% of Me mnaum on line M

Ors 5300 .000 tout rot ws $1 ODD 000 5700.000 Olus 79% am... over SSOD =

O~ f1000,OWEUlnotovsf1500000 5775000plug 10%OIMsmOssiover f7000000 41

over S1500000ENn01~ S77000000 5775000p1ue5%OINSaatst6OVRS1,500,000

0+r 5 17,000 000 $100()000

42 Grassroots nontaxable amount (enter 25% of line 41) 42

43 Subtract line 42 from line 36 Enter -0- d line 42 is more than line 36 13

14 Subtract line 41 ham line 38 Enter -0- d line 41 is more than line 38 14

Caution 11 there a an amount on either line 43 or line 44,

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52 a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) of the

Code (Other than section 501(C)(3)) or in section 5277 1 0 Yes [i] No e If Yes.' complete the following schedule N/A

(b) Type of organization Name of organization

Schedule A (Form 990 or 990-EZ) 2001 13

2001 .09010 NATIONAL COUNCIL OF JEWISH 34-07101 15410514 787433 34-0714651

Schedulen(Form990or990-EZ)2007 NATIONAL COUNCIL OF JEWISH WOMEN-CS 34-0714651 Page 6

Part VII Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (See nape 12 of the instructions .)

51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section 507(c) at the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organuations? Transfers from the reporting organization to a nonchardable exempt organization of Yes No

lid Cash " st .l~l X (i) Other assets 1100 X

It Other transactions (i) Sales or exchanges of assets with a noncharrtable exempt organization b(i) X (u) Purchases of assets from a nonchardable exempt organization b (o) X

(in) Rental of facilities, equipment, or other assets b(iii) X

(iv) Reimbursement arrangements (v) Loans or loan guarantees bl~) X

(vi) Performance of services or membership or fundraising solicitations b vi) X

e Sharing at facilities, equipment, mailing lists, other assets, or paid employees ~ X

d It the answer to any al the above is Yes; complete the following schedule Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting organization If the organization received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received N/A

(b) (C) (d) L :)no Amount involved Name of noncharitable exempt organization Description of transfers, transactions, and sharing art angements in I I

12-29-01

(c) Description of relationship

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NATIONAL COUNCIL OF JEWISH WOMEN-CS 34-0714651

FORM 990 GAIN (LOSS) FROM PUBLICLY TRADED SECURITIES STATEMENT 1

NET GAIN OR (LOSS)

20,625 .

0 .

99,994 .

0 .

<104,195 .>

<6,501 .>

0 .

4,592 .

14,515 .

STATEMENT 2

GROSS COST OR EXPENSE SALES PRICE OTHER BASIS OF SALE

0 .

0 .

0 .

0 .

0 .

0 .

0 .

0 .

0 .

9,592 .

1,134,775 . 1,120,260 . TO FORM 990, PART I, LINE 8

SPECIAL EVENTS AND ACTIVITIES

DESCRIPTION OF EVENT

DESIGNER DRESS DAYS HOSPICE LUNCHEON WITH GUEST SPEAKER OTHER SPECIAL EVENTS

TO FM 990, PART I, LINE 9

14 STATEMENT S) 1, 2 2001 .09010 NATIONAL COUNCIL OF JEWISH 39-07101 15410514 787433 34-0714651

DESCRIPTION

KEY HANK SEE STATEMENT ATTACHED KEY BANK SEE STATEMENT ATTACHED KEY BANK SEE STATEMENT ATTACHED KEY BANK SEE STATEMENT ATTACHED KEY BANK SEE STATEMENT ATTACHED KEY BANK SEE STATEMENT ATTACHED KEY BANK SEE STATEMENT ATTACHED KEY BANK LONG TERM CAPITAL GAIN DIVIDEND

125,749 .

129,468 .

111,366 .

167,593 .

360,001 .

118,561 .

117,445 .

105,124 .

129,468 .

11,372 .

167,593 .

464,196 .

125,062 .

117,445 .

0

FORM 990

GROSS CONTRIBUT . GROSS DIRECT NET RECEIPTS INCLUDED REVENUE EXPENSES INCOME

162,247 . 162,247 . 162243 . 4 . 2,850 . 2,850 . 2,850 .

5,018 . 5,018 . 1,722 . 3,296 . 326 . 326 . 182 . 144 .

170,441 . 170,441 . 164147 . 6,294 .

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NATIONAL COUNCIL OF JEWISH WOMEN-CS 34-0714651

INCOME

328,510

12 . INVENTORY AT END OF YEAR . ~

. . . . ~ 13 . COST OF GOODS SOLD (LINE 11 LESS LINE 12) 328,510

15 STATEMENT S) 3 15410514 787433 34-0714651 2001 .09010 NATIONAL COUNCIL OF JEWISH 34-07101

FORM 990 INCOME AND COST OF GOODS SOLD STATEMENT 3 INCLUDED ON PART I, LINE 10

1 . GROSS RECEIPTS . . . . . 2 . RETURNS AND ALLOWANCES . . . . . . . . . . . 3 . LINE 1 LESS LINE 2 . . .

4 . COST OF GOODS SOLD (LINE 13) . . . . . . . 5 . GROSS PROFIT (LINE 3 LESS LINE 4) . . . . .

COST OF GOODS SOLD

6 . INVENTORY AT BEGINNING OF YEAR . . . . . . . 7 . MERCHANDISE PURCHASED . . . . . . . . . . . 8 . COST OF LABOR . . . . . 9 . MATERIALS AND SUPPLIES . . . . . . . .

10 . OTHER COSTS . . . . . . . . . . . . . " " -11 . ADD LINES 6 THROUGH 10 .

328,509

328,510

328,510

328,510

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'NATIONAL COUNCIL OF JEWISH WOMEN-CS 34-0714651

FORM 990 PAYMENTS TO AFFILIATES STATEMENT 4

AFFILIATE'S ADDRESS

AMOUNT

102,400 .

102,400 . TOTAL TO FORM 990, PART I, LINE 16

16 STATEMENT S) 4, 5, 6 15410514 787433 34-0714651 2001 .09010 NATIONAL COUNCIL OF JEWISH 34-07101

AFFILIATE'S NAME

NATIONAL COUNCIL OF JEWISH WOMEN

PURPOSE OF PAYMENT

PAYMENTS TO AFFILIATES

53 W . 23RD . STREET, NEW YORK, NY 10010

FORM 990 OTHER CHANGES IN NET ASSETS OR FUND BALANCES STATEMENT 5

DESCRIPTION AMOUNT

UNREALIZED LOSS ON INVESTMENTS <190,126 .> PRIOR PERIOD ADJUSTMENT 215,680 . RESTATEMENT OF PRIOR PERIOD RESTRICTED FUNDS <78,599 .>

TOTAL TO FORM 990, PART I, LINE 20 <53,045 .>

FORM 990 OTHER EXPENSES STATEMENT 6

(A) (H) (C) (D) PROGRAM MANAGEMENT

DESCRIPTION TOTAL SERVICES AND GENERAL FUNDRAISING

CASUAL LABOR 1,642 . 1,642 . ADVERTISING 24,340 . 19,472 . 1,217 . 3,651 . CARTAGE 3,990 . 3,990 . MISCELLANEOUS 3,478 . 2,434 . 1,044 . DUES & SUBSCRIPTIONS 11,459 . 9,740 . 573 . 1,146 . BANK CHARGES - PROGRAM 8,930 . 8,930 . FUNDRAISING COSTS 1,436 . 1,436 . COMPUTER COSTS 17,800 . 12,460 . 2,670 . 2,670 . SECURITY 2,499 . 2,249 . 125 . 125 . COMMUNITY SERVICE

23,806 . 20,235 . 1,190 . 2,381 . AWARDS 4,521 . 3,843 . 226 . 452 . BANK CHARGES - MANAGEMENT 893 . 893 .

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GRANTS EXPENSES

TO FORM 990, PART III, LINE A 263,789 .

JEWISH FAMILY 3659 SOUTH GREEN NONE SERVICE ASSOC . ROAD, CLEVELAND,

OH 27,131 .

17 STATEMENT S) 6, 7, 8, 9 15410514 787433 34-0714651 2001 .09010 NATIONAL COUNCIL OF JEWISH 34-07101

'NATIONAL COUNCIL OF JEWISH WOMEN-CS 34-0714651

FUNDRAISING COSTS 1,431 . 477 . 954 . BANK FEES - FUNDRAISING 8,037 . 8,037 .

TOTAL TO FM 990, I.N 43 114,262 . 86,431 . 8,415 . 19,416 .

FORM 990 STATEMENT OF ORGANIZATION'S PRIMARY EXEMPT PURPOSE STATEMENT 7 PART III

EXPLANATION

IMPROVE THE QUALITY OF LIFE FOR JEWISH WOMEN CHILDREN, AND FAMILIES THROUGH THE ADVANCEMENT OF INDIVIDUAL AND CIVIL RIGHTS ; SUPPORT ISRAEL

FORM 990 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS STATEMENT S

DESCRIPTION OF PROGRAM SERVICE ONE

COMMUNITY SERVICE IN NORTHEASTERN OHIO : HELLO ISREAL, IMAGINATION EXPRESS(ASSIST HOMELESS FAMILIES), KID'S CONNECTION(TUTORING), DIGNITY PROJECT(FOSTER CHILDREN), ABEL SOOSTERS(ASSIST VISUALLY IMPAIRED), COUNCIL GARDENS (SENIORS)

FORM 990 CASH GRANTS AND ALLOCATIONS STATEMENT 9

DONEE'S CLASSIFICATION DONEE'S NAME DONEE'S ADDRESS RELATIONSHIP AMOUNT

JEWISH COMMUNITY 3505 MAYFIBLD NONE CENTER ROAD, CLEVELAND OH 13,868 .

JEWISH COMMUNITY 1750 EUCLID NONE FEDERATION AVENUE, CLEVELAND,

OH 1,875 .

COUNCIL GARDENS 2501 N . TAYLOR NONE ROAD CLEVELAND HEIGHTS, OH 22,530 .

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TOTAL INCLUDED ON FORM 990, PART II, LINE 22 106,294 .

18 STATEMENT S) 9 15410514 787433 34-0714651 2001 .09010 NATIONAL COUNCIL OF JEWISH 34-07101

'NATIONAL COUNCIL OF JEWISH WOMEN-CS 34-0719651

SHELLEY CONNOR NONE 500 .

HARD HATTED WOMEN 4207 LORAIN NONE -AVENUE, CLEVELAND, ,OH 1,000 .

FRONTIER DAY CAMP FRONTIER NONE RECREATION 2550 LANDER ROAD, 400 .

BIKUR CHOLIM OF 35653 SHANNON NONE CLEVELAND ROAD, CLEVELAND

HEIGHTS, OH 1,500 .

CLEVELAND GAY P .O . BOX 91031 NONE PRIDE FESTIVAL CLEVELAND, OH 500 .

CATHERINE HORSTMAN 2155 OVERLOOK NONE HOME ROAD, CLEVELAND

HEIGHTS, OH 890 .

THE JEWISH SCENE MANDEL JCC 26001 NONE LIBRARY AND ARCHIV SOUTH WOODLAND

ROAD, BEP.CHWOOD, 2,500 .

SHARER HEIGHTS 15911 ALDERSYDE NONE HIGH SCHOOL ROAD, SHAKER

HEIGHTS, OH 500 .

TREE OF KNOWLEDGE 2490 LEE ROAD, NONE LEARNING CENTER CLEVELAND, OH 1,400 .

WOMENS CENTER OF 6209 STORER NONE GREATER CLEVELAND AVENUE, CLEVELAND,

OH 500 .

YWCA OF GREATER 2219 PAYNE AVENUE, NONE CLEVELAND CLEVELAND, OH 1,500 .

ISRAEL CULTURE GREEN ROAD NONE CLUB SYNAGOGUE, 2437 S .

GREEN ROAD, 1,400 .

ONE WORLD, INC 2344 CANAL ROAD, NONE CLEVELAND, OH 2,500 .

PRESTON'S H .O .P .E . 50 LOCHSPUR LANE, NONE CLEVELAND, OH 800 .

MONTEFIORE HOSPICE 27080 CEDAR ROAD, NONE CLEVELAND, OH 25,000 .

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'NATIONAL COUNCIL OF JEWISH WOMEN-CS 34-0714651

FORM 990 OTHER INVESTMENTS STATEMENT 10

AMOUNT

1,900,363 .

1,900,363 .

COST

TOTAL TO FORM 990, PART IV, LINE 56, COLUMN B

TOTAL TO FORM 990, PART IV-B 1,904 .

19 STATEMENT S) 10, 11, 12, 13 15410514 787433 34-0714651 2001 .09010 NATIONAL COUNCIL OF JEWISH 34-07101

DESCRIPTION

SECURITIES AND OTHER INVESTMENTS

VALUATION METHOD

FORM 990 OTHER LIABILITIES STATEMENT 11

DESCRIPTION AMOUNT

ANNUITY PAYABLE 16,164 . 403(B) WITHHOLDING 1,201 .

TOTAL TO FORM 990, PART IV, LINE 65, COLUMN H 17,365 .

FORM 990 OTHER REVENUE NOT INCLUDED ON FORM 990 STATEMENT 12

DESCRIPTION AMOUNT

EXPENSES NETTED AGAINST SPECIAL EVENTS INCOME 1,904 .

TOTAL TO FORM 990, PART IV-A 1,904 .

FORM 990 OTHER EXPENSES NOT INCLUDED ON FORM 990 STATEMENT 13

DESCRIPTION AMOUNT

EXPENSES NETTED AGAINST SPECIAL EVENTS INCOME 1,904 .

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HONORARY DIRECTORS

?.uister Judy Bemon, Shirley Bruck, Lois Chaplet, Elaine Eisenberg, Bee

"Fnedman, Linda Gordon, Joyce Gottlieb, Margaret (Su) Greenber;er. Emesnne Joseph Maddy Mandel, Barbara lima, Betty

216-378-1799 27090 Cedar Rd. X110 22 216-751-968 3333 Warrensville Center Rd. 22 216-360-0122 25808 Faumount Blvd. 22 216-765-0445 29776 South Woodland Rd. 24 216-767-1788 17100 Van Akrn Blvd. 1.206 20 216-831-5636 37 Lyman Circle 22 440-338-8944 14669 Russell Lane; Novelty 44072 216-83t-38[6 11 Stratford Court 22 216-752-2323 3333 Warrensville Center Rd. 22 216-751-9862 3864 West Park Blvd 30 216-838-8000 Pukwood Corp., 2829 Euclid Ave . 15

1011 Bentley Dr, #1101, Naples, Florida 33963

NATIONAL COUNCIL OF JEWISH WOMEN, CLEVELAND SECTION

2001 - 2002 BOARD OF DIRECTORS

PRESIDENT *Debra Hoffmann 216-292-6706 24200 Woodside Lane 22 PRESIDENT-ELECT 'Susan C. Levme 216-561-0912 17815 Shaker Blvd 20

VICE PRESIDENTS Community Service "Claue Biel 216-4G4-8913 24151 Letchworth Rd. 22

216-4b4-8970 "Loe Goldwassa 440-247-7792 35600 Jackson Rd. 4402?

Morcland Hills Designer Dress Days "Manlvn Bennect 216-360-0763 8 Bordeaux Lane 22

*Janet Aach 216-X91-1860 21939 Shelbume Rd 22 Finance & Admen 'Susan C Levme 216-561-0912 17815 Shaker Blvd. 20

Financial Development Chairs "Roz Rosmbaum 216-464-2131 23229 Shelbume Rd- 22 'Joan Wittenberg 216-831-0645 3263 Bremerton Rd. 24

Fund Raising Chaos "Debbie Hoflman 440-442-5391 1836 Winchester Rd 24 'Jean Sarlson 216-464-3850 29399 Gates Mills Blvd, 24 "Marcie Terman 216-595-1964 4014 Dogwood Circle 22

Membership 'Fran Dons 216-360-9789 24350 Woodside Lane 22 "Natalie Horwia 216-464-1231 15 West Juniper Lane 44022

Moreland Hills ProgiaaJEducanon 'Nancy J. Kekst 216-595-8831 30026 Gates Mills Blvd . 24

'Linda Ludwig 216-295-0015 17280 South Park Blvd. 20 Pubic Relations "Lcslye Aran 216-991-1860 2890 Tomngton Rd 22

'Susan Rmgel 216-591-9593 30529 Summa Lane 24 Social Action "Esther Moss 216-932-7338 2251 Edgenon Rd. 18 Thnftique " Jackie Rothstem 44023-2305 1080 West Hill Dr d"10.10

Gates Mils TREASURER *Julie Deutch 216-360-0943 150 Orange Tree Dr. 44023

Orange Village RECORDING SECY. *Phyllis Wolk 440-498-9655 34765 Sherwood Dr. 39 PARI.IAMENT'ARIAN Gent Resmck 2I6-464-1514 27500 Cedar Rd. X203 22

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Brown, Amy 216-4G4-8674 4001 WFuce Oak Trail 22 Budtsh, Amy 216-595-0776 26550 Bemwood Rd. 22 Croft, Amy 216-514-9788 115 Valencia Circle, Orange 44022 Elconm, Wendy 216-381191 24234 Wrndover Dr. 22 Fisher, Janet 216-292-3474 6 Chelsea Court 22 Kest, Laurel 216-292-5535 29326 South Woodland Rd. 24 Muhc(, Elaine 216-831-8159 5 Hampton Court 22 Rogoff, Amy 44()-5 19-9150 7362 Winchester Dr 39

Honorary Directors (continued)

"Resmck, Gert 216-464-1514 27500 Cedar Rd. #203 22 "Rosenbaum, Roz 216-464-2131 23229 Shelburne Rd. 22 " Rossen, Ellen 440-6849772 2550 Cedarwood Rd. 24 Sagmor, Esthrr 216-485186 1939 Green Rd #220 ZI

"Scherier, Tom 216-283-5140 3117 Laurel Rd. 20 Schmeizer, Lynn 216-751-7878 21392 South Woodland Rd. 22 Shaptro, Rhoda 216-932-9131 4070 Washington Blvd 18 Shernian, Ronna 440-248-0373 31535 Crabtree Lane 39 Simkoff; Loramae 216-382-2028 4450 University Parkway 18 Sobel, Barbara 440-951-9404 2835 Forest Lane, Willoughby Rills 44094 Steigman, Eleanor 216-i61-0307 23350 Hazelmere Rd 22 Wasserstrom, Peggy 440-605-9311 30701 Auisworth Dr. 24 Wlutrnan, Nancy 216-464-9965 2671 Rochester Rd 22 "Zaas, Lots 216-464-4652 2735 Bratinard Hills Dr . 24

BOARD OF DIRECTORS -TERM EXPIRES 2002

Arlen, Myrna 216-464-0971 2550 Biscayne Blvd 22 Bilchilc,lamce 216-464-1786 25415 Letchworth Rd. 22 Bolasny, Elaine 216-921-2309 17500 Chagrin Blvd 20 Gold, Beverly 44061-5341 1911 Bromton Dr. 24 Kraus, Cecile 216-752-0037 3137 Chadboume Rd. 20 Laclmtz, Marry 440-248-2211 32939 Charmwood Oval 39 Langholt, Lillian 216-932-0788 14370 Washington Blvd. 18 Lipson, Shelley 21664-8873 3 Laurel Hill Lane 24 Magar, Arlene 21664-3633 24758 Hawihorne Dr 22 Margulies, Roey 216-831-8051 23820 Hermitage Rd 22 Moses, Janet 44073-1565 6487 Woodhawk Dr. 24 Pnesand, Sharon 216-360-0753 25053 Letchworth Rd. 22 Rosenbaum, Hilary 44098-[884 5314 Denise Court 39 Rosenthal, Sandy 216-991-3253 17400 Parkland Dr. 20 Schultz, Ethel 440.449-0911 647 Gloucester Dr. 43 Trainer, Beth 440-247-7067 175 Canyon Rd. 44022

Moreland HMIs *Whitney, Sharon 216-283-5996 3548 Normandy Rd. 20 Ztlber, Ruth 216-831-7974 20 Deerfield Lane 22

BOARD OF DIRECTORS 2001 - 2003

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- Board of Directors 2001 -2003 (continued)

OFFICE ADMINISTRATOR Logs Kuvm 216-381-3259 4101 Wyncotc Rd. 21 OFFICE STAFF Inge Kurtz 216-321-1418 3645 Brndemeer Rd 18

Rudolph, Lynne 216-292-7177 28450 North Woodland Rd. 24 Schneider, Gayle 216-464-8184 28799 Orangewood Dr. 22 Sckwartz, Ellen 440-449418 607 Sturbndge Dr. 43 Senld'or, Cheryl 216-831-3667 3435 Lanark Lane 24 Shafroq Maude 44042-7835 5538 Fiarleston Dr. 24 Shakao, Linda 216-765-0526 32050 Meadowlark Way 24 Wa]za, Mane 216-561-2298 3365 Ardmore Rd. 20 Wasserman, Jom 216-765-0405 32455 Creekside Dr. 24 Wolf loth 216-831-3799 3958 West Meadow Lane 22

APPOINTED TO BOARD

Bergs, Tracey 440-542-9994 33178 Allrnbury Dr. 39 Goldman, Sharon 440-684-9966 1886 Winchester Rd. 24 Shatter, Shirley 440.442-7222 6522 Wilson Mills Rd. 43 South, Bobby 440-446-1950 2660 Hickory Lane 24 Zaas, Marilyn 440-498-9282 32774 Brackenbury Dr. 39

NATIONAL BOARD

Mandel, Barbara 216-838-8000 2829 Euclid Ave. 15 (Honorary Vice President)

Rossen, Ellen 440-6849772 2550 Cedarwood Rd. 24 (Hoard Member)

Zaas, Lois 216.464-4652 2735 Bramard Hills Dr. 24 (Honorary Director)

EVENING BRANCH

PRESIDENT 'Sharon Wlumey 216-283-5996 3548 Normandy Rd 20

STAFF SUPPORT

DIRECTOR OF OPERATIONS & DEVELOPMENT Rica Saslaw 216-464-8563 24610 Wimbledon Rd. 22 DIRECTOR OF VOLUNTEERS

Page 22: SEE ATTACHED DGENSION F - 990s.foundationcenter.org990s.foundationcenter.org/990_pdf_archive/340/340714651/340714651... · N 10 ~ fa3 saleSNflhve~tory,l~ssretur ¢ allowances ~ 108

20 28

*denotes Executive Committee

NCJW - Washington office Sammie Moshrnberg, Du. of Washington Operations 1707 L Sect, NW; Suite 950 Washington, D.C. 20036 202-296-2588 FAX 202-331-7792 e-mail - ncjwdc@aol .com

53 West 23 Street New York, New York IOOIO 212-645048 800-829-6259 FAX 212-645-7466 e-mail - nciwomm cm .cifnv.orn

TFIRIF'ITQuE

THRg'IIQUE MANAGER Abbe Fro3mson 216-Z31-6060 12611 Larchmcre Rd. (Store)

216-360-9520 26055 Emery Rd. (Warehouse) (Thriftique Drop-off) Monday -Friday 830 am. 4:00 p.m.

NATIONAL COUNCIL OF JEWISH WOMEN, CLEVELAND SECTION 26055 Emery Rd. Cleveland, Ohio 44128 216-378-2204

FAX 216-378-2205 E-Mail : NrAVCC(Mm.com

NCJW - National

Page 23: SEE ATTACHED DGENSION F - 990s.foundationcenter.org990s.foundationcenter.org/990_pdf_archive/340/340714651/340714651... · N 10 ~ fa3 saleSNflhve~tory,l~ssretur ¢ allowances ~ 108

05/13/2003 10 39 AM Page 1

NCJW National Council of Jewish Women - Cleve 34-0714651 Book Asset Detail FYE. 6/30/2002

7/01/01 - 6130/02

4 8 Desks 1/01/87 1,30000 000 000 1,30000 000 1,30000 000 S/L 100 5 Conference Room Table & Chairs 1/01/87 1,30000 000 000 1,30000 000 1,30000 0 00 S/L 100 12 Used Copier 1/01/80 2,00000 000 000 2,00000 000 2,00000 0 00 S/L 5 0

Furniture & Fixtures 4,600 00 0 OOc 000 4,600 00 000 4,600 00 000

Grand Total 8,501 51 0 OOc 000 4,600 00 77605 5,376 OS 3,125 46

Date In Book Book Sec Book Sal Book Prior Book Current Book End Book Net Book Book Asset - Property Description Service Cost 179 Exp c Value Deprec Depreciation Depreciation Book Value Method Period

Group : Computer Equipment

I Donated Laptop (Used) 10/01/01 50000 0 OOc 000 000 30000 30000 20000 S/L 5 0 2 Donated Computer (Used) 10/01/01 50000 0 OOc 000 000 30000 30000 20000 S/L 5 0 6 Servo M104332916 9/24/01 78951 0 OOc 000 000 11843 11843 671 08 S/L 5 0 7 Epson Stylus C60 color ink jet pant 10/16/01 9900 0 OOc 000 000 1320 1320 8580 S/L 5 0 8 Scanner 12/23/01 19500 0 OOc 000 000 1950 1950 17550 S/L 5 0 9 Network Hub, Surge Protector, Bad 6/27/02 32300 0 OOc 000 000 000 000 32300 S/L 5 0

10 Computer N104791225 6/03/02 78300 0 OOc 000 000 1305 1305 76995 S/L 5 0 11 Server VJ 104791226 6/03/02 71200 0 OOc 000 000 11 87 11 87 700 13 S/L 5 0

Computer Equipment 3,90151 000C 000 000 77605 77605 3,12546

Group: Furniture & Fixtures

Page 24: SEE ATTACHED DGENSION F - 990s.foundationcenter.org990s.foundationcenter.org/990_pdf_archive/340/340714651/340714651... · N 10 ~ fa3 saleSNflhve~tory,l~ssretur ¢ allowances ~ 108

continued

IIII01111~I III0I~II~I~I~lI~illlllll~ll~lllllll~lll~llllllll II 111111 586-R5-20011001-02-00001-239

ll~

PrivateBank

Categorized Transaction Detail

Cash receipts

Sales Date Description

7!10/01 ALLTEL CORP COM ESI SECURITIES COMPANY 07/05 SALE 100 SHS @ 6101 MISC 21 COMM 10 00

7/10!01 AMERICAN INTL GROUP INC COM ESI SECURITIES COMPANY 07105 SALE 100 SHS Q 86 50 MISC 29COMM 1000

7/10/01 CHEVRON CORPORATION COM E51 SECURITIES COMPANY 07/05 SALE 100 SHS Q 92 33 MISC 3 1 COMM 1000

7/10101 CITIGROUP INC COM E51 SECURITIES COMPANY 07/05 SALE 100 SHS Qa 52 76 MISC 18COMM 1000

7110/01 EXXON MOBIL CORP COM ESI SECURITIES COMPANY 07/05 SALE 100 SHS @ 87 84 MISC 30 COMM 1000

7/10101 GANNETT INC COM CS FIRST BOSTON CORP-OPERATIONS 07/05 SALE 400 SHS @ 66 88 MISC 90 COMM 4000

continued

P.1

Account Statement July l, 2001 - September 30, 2001

NATL CNCL JE\VISII \VivIN ENDOWNI M/AG 20-10 .200-I L2i0011

Page 33 of 40

Income cash ` - Principal cash Tax cost Realized galnl!oss 6,09079 4,21625- 1 .87454

8.63971 2,27668. 6,36303

9,22269 9,57800- 35531-

5,26582 4,05227- 1,21355

8.77370 8,99100- 21730-

26,711 10 25,97400- 73710

a L - ~_S~~

Page 25: SEE ATTACHED DGENSION F - 990s.foundationcenter.org990s.foundationcenter.org/990_pdf_archive/340/340714651/340714651... · N 10 ~ fa3 saleSNflhve~tory,l~ssretur ¢ allowances ~ 108

10,09748 20,94000- 10,84252-

II IF IIIII IIIIIIIII IIIIIWI IIIIIIIWII IIIIIIIuIWllll IIIIIIII 588-RS-20011001-02.00001-239 586-RS-20011001-02-00001-239

A)

j v.

PrivateBank

Categorized Transaction Detail

Cash receipts

Sales Date Description

7/10/01 GENERAL MLS INC COM CS FIRST BOSTON CORP-OPERATIONS 07/05 SALE 300 SHS (a, 43 70 MISC 44 COMM 30 00

7/10/01 INTEL CORP COM KNIGHT SECURITIES BROADCORT CAP 07/05 SALE 100 SHS @ 30 54 MISC 11

7/1G/01 GOVERNMENT NATL MTG ASSN POOL 443410 DTD 02/01/99 6 500% DUE 02/15/29 PRINCIPAL PAYMENT DUE 07/15101

7/16/01 GOVERNMENT NATL MTG ASSN POOL 467522 DTD 02/01/99 6 000% DUE 02/15/29 PRINCIPAL PAYMENT DUE 07/15101

7/16/01 GOVERNMENT NATL MTG ASSN POOL 483916 DTD 10101/98 6000% DUE 10/15/28 PRINCIPAL PAYMENT DUE 07/15/01

7116101 GOVERNMENT NATL MTG ASSN POOL 518042 DTD 12/01/99 8 000% DUE 12/15129 PRINCIPAL PAYMENT DUE 07/15/01

8/06/01 TELLABS INC COM INSTINET 08/01 SALE 600 SHS Q 16 8597 MISC 34COMM 1800

Account Statement July I, 2001 - September 30, 2001

NATL CNCL JC\VISII W\IN CNDOWNI NI/AG 20.10-200-I I2SOUU

continued I'agc 34 of 411

continued

continued Income cash Principal cash Tax cost Realized galnlloss

13,079 56 12.31500- 76456

3.05389 75469- 2,29920

38439 38871- 432-

5489 53 77- 172

1,69289 1,68654- 635

2782 2793- oil-

Page 26: SEE ATTACHED DGENSION F - 990s.foundationcenter.org990s.foundationcenter.org/990_pdf_archive/340/340714651/340714651... · N 10 ~ fa3 saleSNflhve~tory,l~ssretur ¢ allowances ~ 108

586-RS-20011001-02-00001-239 11111111111111111111111111 IN 11 111 11 111 IN 111111111111111 11111 IN 11111 IN 11111111111111111111111

v PrivateBank Account Statement

July I, 2001 - September 30, 2001 NATL CNCL JEWISH WIN ENDO\VWI M/AG 20-10.200-I12500U

Categorized Transaction Detail continued Page 35 0140

Cash receipts continued

Sales continued Date Description Income cash ~ Principal cash Tax cost Realized gain/loss

9107/01 CISCO SYS INC 12,077 59 3,14803- 8,92956 COM M LYNCH,PIERCE,FENNER & SMITH 08/02 SALE 600 SHS @ 20.13 MISC 41

8107/01 INTEL CORP 12,779 57 3.01874- 9.76083 COM KNIGHT SECURITIES BROADCORT CAP 08/02 SALE 400 SHS Qa 31 95 MISC 43

8/15/01 GOVERNMENT NATL MTG ASSN 4967 5023- 056- POOL 443410 DTD 02/01/99 8 500°/, DUE 02/15/29 PRINCIPAL PAYMENT DUE 08/15/01

8/15/01 GOVERNMENT NATL MTG ASSN 1,63642 1,77903- 5739 POOL 467522 DTD 02/01/99 6 000% DUE 02/15/29 PRINCIPAL PAYMENT DUE 08/15101

8/15/01 GOVERNMENT NATL MTG ASSN 5515 5494- 021 POOL 483918 DTD 10/01/98 8 000°/, DUE 10/15/28 PRINCIPAL PAYMENT DUE 08/15I01

8/15/01 GOVERNMENT NATLMTGASSN 1,13068 1,13527- 45& POOL 518042 DTD 12101/99 8 000% DUE 12/15/29 PRINCIPAL PAYMENT DUE OBI15/Ot

9/17/01 GOVERNMENT NATL MTG ASSN 91740 92772- 1032- POOL 443410 DTD 02/01/99 6 500°/, DUE 02/15129 PRINCIPAL PAYMENT DUE 09/15I01

Page 27: SEE ATTACHED DGENSION F - 990s.foundationcenter.org990s.foundationcenter.org/990_pdf_archive/340/340714651/340714651... · N 10 ~ fa3 saleSNflhve~tory,l~ssretur ¢ allowances ~ 108

Accownt Statement July 1, 2001 - September 30, 2001

NATL CtCL Jf:\VISII \VNIN CNDO\VM M/AG ]U-10-200d F25f10U

I'agL 36 of 40

continued

continued income cash

v

Cash receipts

Sales Date Description

9/17/01 GOVERNMENT NATL MTG ASSN POOL 467522 DTD 02/01199 6 000°/, DUE 02/15129 PRINCIPAL PAYMENT DUE 09/15/01

9117101 GOVERNMENT NATL MTG ASSN POOL 483916 DTD 10/01198 8 000% DUE 10/15/28 PRINCIPAL PAYMENT DUE 09/15101

9/17/01 GOVERNMENT NATL MTG ASSN POOL 518042 DTD 12/01/99 8 000% DUE 12/15/29 PRINCIPAL PAYMENT DUE 09/15/01

9/20/01 AMERICAN INTL GROUP INC COM CASH IN LIEU OF .2 FRACTIONAL UNITS AT 66 86

Tax cost Realized galnl!oss 1,83139- 5908

51 54- 019

Tax cost 129,467.87-

5729,487 87-

$234.592 01 "

Income cash 79,325 03

$79,325.03

$98,384 .13

111111111 586-R5-20011001-02-00001-239

PrivateBank

Categorized Transaction Detail continued

Total sales

Automated cash Investment sales Date Description

9/30/O1 CONSOLIDATION OF STATEMENT ACI ACTIVITY SALE OF AUTOMATIC CASH INVESTMENT

Total automated cash Investment sales

Total cash receipts

$0.00

Principal cash 1,89047

5173

1,85236

1337

$125,749.14

Principal cash 50,142 84

$50,14284

$182,43542

1,85989-

1312-

$105.124 .14-

753-

025

$20,625.00

Realized gain/loss

$0.00

$20,62500

Page 28: SEE ATTACHED DGENSION F - 990s.foundationcenter.org990s.foundationcenter.org/990_pdf_archive/340/340714651/340714651... · N 10 ~ fa3 saleSNflhve~tory,l~ssretur ¢ allowances ~ 108

0 1-9. PrivaleI3a,nk

Categorize) Transaction Detail

Cash recelpts

Sales Date Description

10/15/01 GOVERNMENT NATL MTG ASSN POOL 443410 DTD 02/01/99 8 500% DUE 02/15/29 PRINCIPAL PAYMENT DUE 10/15/01

10/15/01 GOVERNMENT NATL MTG ASSN POOL 467522 DTD 02/01/99 6 000% DUE 02/15/29 PRINCIPAL PAYMENT DUE 10/15/01

10/15/01 GOVERNMENT NATL MTG ASSN POOL 483916 DTD 10/01198 8000% DUE 10/15/28 PRINCIPAL PAYMENT DUE 10/15/01

10/IS/01 GOVERNMENT NATL MTG ASSN POOL 518042 DTD 12/01/99 B 000% DUE 12/15/29 PRINCIPAL PAYMENT DUE !0/15101

11!15/01 GOVERNMENT NATL MTG ASSN POOL 443410 DTD 02/01/99 6 500% DUE 02/15/29 PRINCIPAL PAYMENT DUE 11/15/01

1I/15/01 GOVERNMENT NATL MTG ASSN POOL 467522 DTD 02/01199 6 000% DUE 02/15129 PRINCIPAL PAYMENT DUE 11/15/01

11/15/01 GOVERNMENT NATL MTG ASSN POOL 489'1 I fi DTD 10/01198 6 000°/, DUE 10/15/28 PRINCIPAL PAYMENT DUE 11/15/01

58C-RS-20020102-02-00001 .239

Account Statement Octobci I, 2001 - Dcccmbci 31, 2001

NAIL CNCL JEWISH \VYIN LNDOWhI M/AG 20.IU-211U-1125aUU

continued Page 35 if 40

continued

Income cash . ' Principal cash Tax coat Realized gain/1033 4900 4955- 055-

51 09 4949- 1 60

6572 6547- 025

1 .54594 1,552 22- 628-

4780 4780-

51 30 51 30-

5552 5552.

Page 29: SEE ATTACHED DGENSION F - 990s.foundationcenter.org990s.foundationcenter.org/990_pdf_archive/340/340714651/340714651... · N 10 ~ fa3 saleSNflhve~tory,l~ssretur ¢ allowances ~ 108

Privatel3ank Account Statement ~ . Octuha I, 2001 - Dcccmbci 31, 3001

NA I i, c uc i n.Wi,n WNiu i Niu~~~ .%.i Ni ;Ac, ?u-iu-21)[1-1133111 n Categorized Tiansactiou Detail continued Page 36,,1 41)

Cash receipts continued

Sales confmued , Date Desclipuun Income cash Principal cash lax cost Realized galnllosa

11/15/01 GOVERNMENT NATL MTG ASSN 2,46089 2,4G0 89- POOL 518042 DTD 12/01/99 8000% DUE 12/15/29 PRINCIPAL PAYMENT DUE 11/15101

11/15/01 UNITED STATES TREAS NTS 100,00000 100- 99,99900 DTD 11/15/91 7 5% DUE 11/15/01 PROCEEDS ON MATURITY 100,000

12/17/Ot GOVERNMENT NATL MTG ASSN 502 72 50272- POOL 449410 DTD 02/01/99 6 500°/, DUE 02!15/29 PRINCIPAL PAYMENT DUE 12/15/01

12/17!01 GOVERNMENT NATL MTG ASSN 1,81041 1,81041- POOL 4G7522 DTD 02/01/99 6000°/, DUE 02/15/29 PRINCIPAL PAYMENT DUE 12/15/01

12/17/0! GOVERNMENT NAIL MTG ASSN 3,04798 3,04798- POOL 483916 DTD 10/011986000% DUE 10/15/28 PRINCIPAL PAYMENT DUE 12/15/01

12/17/01 GOVERNMENT NATL MTG ASSN 1,677 31 1,67731- POOL 518042 DTD 12/01/998000% DUE 12/15/29 PRINCIPAL PAYMENT DUE 12/15/01

Total sales $0 00 3111,365 68 Y $11,771.68 . $99,99402

Automated cash Investment sales Date Oescrlpllon Income cash Principal cash Tax cost Realized gain/lose

12/31101 CONSOLIDATION OF STATEMENT ACI ACTIVITY 12,049 93 155,543 44 167.59337- SALE OF AUTOMATIC CASH INVESTMENT

Total automated cash Investment sales $12,04993 $155,54344 $167,593 37" $0 00

1111 586-135-20020102-02-00001-239

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586-RS-20020401-02-00001-239 iIiie11111111111111111111111111111111111111111111111111111111

Privatel3ank Account Staten7enl January I, 2002 - March 31, 2002

NATL CNCL JGWISII WMN ENDOWM M/AG 20.24-200-11250u0

Categorize) Transaction Detail continued Page 34 of 50

Cash receipts continued

Sales Dale Description Income cash , Principal cash Tax cost Realized gain/lass

1!02/02 AMERICAN INTL GROUP INC 12,868 21 10,69635- 2,26986 COM LEHMAN BROTHERS INC 12/27 SALE 169 SHS Q 79 60 MISC 44 COMM 8 15

1702102 GENERAL MLS INC 26,002 98 20,52500- 5,47798 COM BAIRD, ROBERT W , 8 CO INC 12/27 SALE 500 SHS Q 52 0577 MISC 87 COMM 25 00

1/15/02 GOVERNMENT NATL MTG ASSN 826 12 826 12- POOL 44)410 DTD 02/01/99 6 500% DUE 02/15/29 PRINCIPAL PAYMENT DUE 01/15/02

1!15/02 GOVERNMENT NATL MTG ASSN 5482 5482- POOL 467522 DTD 02/01/99 6 000% DUE 02/15129 PRINCIPAL PAYMENT DUE 01/15/02

1/15/02 GOVERNMENT NATL MTG ASSN 1,94802 1,94802- POOL 483916 DTO 10/01/98 6000°/, DUE 10/15/28 PRINCIPAL PAYMENT DUE 01/15102

1/15/02 GOVERNMENT NATL MTG ASSN 1 .12707 1 .12707- POOL 518042 DTD 12/01/998000% DUE 12/15/29 PRINCIPAL PAYMENT DUE 01/15/02

1/16/02 FORD MOTOR CO 7,77488 12,46000- 4,68512- COM BRIDGE TRADING COMPANY 01/11 SALE 500 SHS Q 15 60 MISC 12 COMM 2500

Page 31: SEE ATTACHED DGENSION F - 990s.foundationcenter.org990s.foundationcenter.org/990_pdf_archive/340/340714651/340714651... · N 10 ~ fa3 saleSNflhve~tory,l~ssretur ¢ allowances ~ 108

IIIIIIIIIIII IIIIIII~IIIIIIIIIII~I~IWIIII~~IIIIIIUIIIIII~IIIIIIIWIIIYIIIIIIIWW~III III

PrivateBank

Categorized Transaction Detail

Cash receipts

Sales Date Description

1/16/02 HOUSEHOLD INTERNATIONAL INC COM FACTSEf DATA SYSTEMS 01/1 1 SALE 400 SHS @ 55 4031 MISC 33 COMM 20 00

(/16/02 LSI LOGIC CORP COM LEHMAN BROTHERS INC 01111 SALE 500 SHS Q 15 9567 MISC 12 COMM 2500

1/I6/02 ROHM & HAAS CO COM BEAR STEARNS 8 CO INC 01/11 SALE 500 SHS @ 35 2941 MISC 28 COMM 25 00

1/29/02 ALLSTATE CORP COM LEHMAN BROTHERS INC 01/17 SALE 500 SHS Qa 32 356 MISC 25 COMM 25 00

1/2/02 ALLTEL CORP COM LEHMAN BROTHERS INC 01/17 SALE 400 SHS Q 57 09 MISC 35 COMM 20 00

1/23/02 BANK OF AMERICA CORP COM LEHMAN BROTHERS INC 01/17 SALE 600 SHS Q 6141 MISC 56 COMM 90 00

586-R5-20020401 .02-00001-239

Account Stateiaietlf January 1, 2002 - March 31, 2003

iVATL CNCI. 1CWIS11 WMN GNI)OWM M/AG 20-24-200-1 1251)(10

continued Page 35 of SU

continued

continued Income cash " Principal cash Tax cost Realized galnlloss

22,140 91 21,39000- 75091

7,95323 18.06125- 10,10802-

17,62179 211,76875- 4.14696-

16,152 75 21,80500- 5,65225-

22,81565 16,69826- 6,11939

96,815 44 96,837 00- 17844

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Account Statement Pi ivateBank January I, 2002 - March 31, 2002

NATL CNCL JEWISII WMN CNDOWM M/AG 20-24-20U-1125UOU

Categorized Transaction Detail continued Page 36 of 50

Cash receipts continued

Sales continued Date Description Income cash , Principal cash Tax cost Realized gain/loss

1/23/02 DUKE ENERGY CORP 22,04968 26,97500- 4,92534- COM LEHMAN BROTHERS INC 01/17 SALE 800 SHS @ 38 80 MISC 34 COMM 30 00

1/23/02 E M C CORP MASS 15,949 78 43,92436- 27,974 60- COM LEHMAN BROTHERS INC 01/17 SALE 1,000 SHS Q 1800 MISC 24 COMM 50 00

1/23/02 NORTEL NETWORKS CORP 1,501 97 13,27000- 11,768 03- FGN COM LEHMAN BROTHERS INC 01117 SALE 200 SHS Q 7 56 MISC 03 COMM 10 00

1/23/02 PARKER HANNIFIN CORP 22,319 66 21,61250- 707.18 COM LEHMAN BROTHERS INC 01/17 SALE 500 SHS Q 44 69 MISC 34 COMM 2500

1/24/02 DOW CHEMICAL CO 29,204 56 39.81200- 10,607 44- COM SEI FINANCIAL SERVICES CO 01/18 SALE 1,100 SHS @ 2660 MISC 44 COMM 55 00

2/07/02 AMERICAN INTLGROUP INC 7,18489 6,56218- 62271 COM ESI SECURITIES COMPANY 02/04 SALE 100 SHS Qa 71 90 MISC 11 COMM 500

586-115-20020401-02-00001-239 1111 11111111 IN III1111l~IIIIIIIlIIAIII

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Account Statement . January 1, 2002 - March 31, 2002

NA'I'I. CNCL 1l:WISII WMN GNUOWM M/AG 2U-24-200-112511110

Page 37 of 50

continued

5.00927-

`

0""S. PrivateBank

Categorized Transaction Detail

Cash receipts

Sales Date Description

2/07/02 SEC COMMUNICATIONS INC COM E51 SECURITIES COMPANY 02104 SALE 200 SHS Q 36 12 MISC 11 COMM 1000

2/07!02 TARGET CORP COM ESI SECURITIES COMPANY 02/04 SALE 200 SHS Q 42 855 MISC 13COMM 1000

2/14/02 MOTOROLA INC COM MORGAN STANLEY & CO, INC 02111 SALE 500 S HS Qa 13 39 MISC 10 COMM 2500

2/15/02 GOVERNMENT NATL MTG ASSN POOL 579179 DTD 01/01/02 6 00% DUE 01/15/32 PRINCIPAL PAYMENT DUE 02/15/02

2/15/02 GOVERNMENT NATL MTG ASSN POOL 443410 DTD 02/01/99 6 500% DUE 02/15/29 PRINCIPAL PAYMENT DUE 02/15/02

2/15/02 GOVERNMENT NATL MTG ASSN POOL 467522 DTD 02/01/99 8 000% DUE 02/15/29 PRINCIPAL PAYMENT DUE 02/15/02

2/15/02 GOVERNMENT NATL MTG ASSN POOL 483916 OTD 10/01/98 8000% DUE 10/IS/2B PRINCIPAL PAYMENT DUE 02115/02

586-R5-20020401-02-00001-239

continued

continued

Income cash ' ~ Principal cash Tax cost 7.21389 8.10250-

8.56087 8.09000-

0,66990 11,678 17-

9945 9945-

1 .50373 1 .50373-

4880 4886-

5306 5308-

III III III I ~IU ~W IIW

Rea11ze0 gain/loss 88881-

47087

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11~1~~8~II~~~II~~I~II~III~aUIdIIid~II~IIdIII~II~IIIBII~l~~B~~~ 586-R5-20020401-02-00001-239

a

PrivateBa,nk

Categutized Transaction Detail

Cash receipts

Sales Date Description

2/15/02 GOVERNMENT NATL MTG ASSN POOL 58042 DTD 12/01/99 8 000% DUE 12/15/29 PRINCIPAL PAYMENT DUE 02/15102

2/20/02 WORLDCOM INC-WORLDCOM GROUP COM HERZOG, HEINE, GEDULD, INC 02/14 SALE 1,000 SHS Q 7 04 MISC 11

2/22/02 LUCENT TECHNOLOGIES INC COM KNIGHT SECURITIES BROADCORT CAP 02/15 SALE 500 SHS (a] 544 MISC 04 COMM 25 00

2/28/02 ALCOA INC COM UBSW WARBURG 02/25 SALE 500 SHS Q 38 28 MISC 29 COMM 25 00

2/2B/02 EXXON MOBIL CORP COM UBSW WARBURG 02125 SALE 100 SHS Q 40 81 MISC 07 COMM 500

2/28/02 GENERAL ELEC CO COM UBSW WARBURG 02/25 SALE 200 SHS Qa 38 61 MISC 12COMM 1000

Account Statement January l, 2002 - March 31, 2002

NAf'1. CNCL JI:WISII WMN LNDOWM M/AG 20-24-2110-11250110

continued Pugs 38 of SO

continued

continued income cash . Principal cash Tax cost Realized galNlaaa

7,69215 7,69215-

7,03989 24.32784- 17.28795-

2,69496 19,771 89- 17.03693-

19,11471 18,438 00- 67671

4,07593 4.00900- 6693

7,711 88 8,09400- 382 12-

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3000

IIIIIIIIII~IIQIII~IIIIII~I~IIIII~II~II~IIII~DII~il~lll~ll~llllll~lllll 58G-R5-20020401-02-00001 .239

06 , .

PrivateBank

Categorized Transaction Detail

Cash receipts

Sales Date Description

2/28/02 SBC COMMUNICATIONS INC COM UBSW WARBURG 02/25 SALE 200 SHS Qa 37 31 MISC 12COMM 1000

2128/02 VERIZON COMMUNICATIONS COM UBSW WARBURG 02/25 SALE 100 SHS Q 46 06 MISC 07 COMM 500

3/15/02 GOVERNMENT NATL MTG ASSN POOL 579179 DTD 01/01/02 600°/a DUE 01/15/92 PRINCIPAL PAYMENT DUE 03/15/02

3/15/02 GOVERNMENT NATL MTG ASSN POOL 449410 DTD 02/01199 8 500% DUE 02/15129 PRINCIPAL PAYMENT DUE OJ/IS/02

9/15/02 GOVERNMENT NATL MTG ASSN POOL 467522 DTD 02/01/99 6 000% DUE 02115/29 PRINCIPAL PAYMENT DUE 03/15/02

9/15/02 GOVERNMENT NATL MTG ASSN POOL 489916 DTD 10/01/98 6000% DUE 10/15/28 PRINCIPAL PAYMENT DUE 03/15/02

3/15/02 GOVERNMENT NATL MTG ASSN POOL 518042 DTD 12/01/99 8 000% DUE 12/15/29 PRINCIPAL PAYMENT DUE OJ/15/02

Total salsa

continued

continued

continued income cash

Account Statement January l, 2002 - March 31, 2002

NATL CNCL JCWISII WIN CNDOWM M/AG 20-24-200.1125U00

Page 39 of 50

Principal cash Tax cost Realized pain/loss 7.45188 7,89400- 442 12-

4,60093 5,22200- 62107-

10247 10247-

4510 45110-

4994 4994-

5208 5208-

2,80890 2,808 90 "

1380,000 95 V $464,195 112 " 1/ $104,194 87"

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..,

Account Statement . April 1, 2002 - June 30, 2002

NATL CNCL JEWISII WMN ENDOWM M/AG 20-24-]00-II2500U

Page 33 of 40

continued

Realized gaini'loss

36687 366 87-

586-R8-20020701-02-00001-239

Privatel3ank

Categorized Transaction Detail

Cash receipts

Sales Date Description

4115/02 GOVERNMENT NATL MTG ASSN POOL 579179 DTD 01/01/02 8 00% DUE 01/15/32 PRINCIPAL PAYMENT DUE 04/15/02

4/15/02 GOVERNMENT NATL MTG ASSN POOL 443410 DTD 02101/99 6 500% DUE 02115/29 PRINCIPAL PAYMENT DUE 04/15/02

4/15/02 GOVERNMENT NATL MTG ASSN POOL 467522 DTO 02/01/99 8 000% DUE 02115/29 PRINCIPAL PAYMENT DUE 04/15/02

4/15/02 GOVERNMENT NATL MTG ASSN POOL 48918 DTD 10/01/98 6 000% DUE 10/15/28 PRINCIPAL PAYMENT DUE 04/15102

4/15/02 GOVERNMENT NATL MTG ASSN POOL 518042 DTD 12/01/99 8000% DUE 12/15/29 PRINCIPAL PAYMENT DUE 04/15/02

5/15/02 GOVERNMENT NATL MTG ASSN POOL 579179 DTD 01/01102 6 00% DUE 01/15132 PRINCIPAL PAYMENT DUE OSl15/02

5115/02 GOVERNMENT NATL MTG ASSN POOL 443410 DTD 02/01/99 6 500% DUE 02115/29 PRINCIPAL PAYMENT DUE OS/15/02

continued

Income cash ` Principal cash Tax coat ~ " 11680 118 go-

93298 93298-

6377 63.77-

5055 5055-

1428 1428-

10025 10025-

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Page 34 of 40

Cash receipts continued

PrivateBank

Categorized Transaction Detail continued

Account Statement April 1, 2002 - June 30, 2002

NATL CNCL JCWISII WMN GNDOWM M/AG 20-24-200-1125oon

Sales continued Data Description income cash ' ~ Principal cash Tax cost Realized galnlloss

5/15/02 GOVERNMENT NATL MTG ASSN 5180 51 80- POOL 467522 DTD 02/01/99 6 000% DUE 02/15/29 PRINCIPAL PAYMENT DUE 05115/02

5/15/02 GOVERNMENT NATL MTG ASSN 6669 66 69. POOL 483916 DTD 10/01/98 6 000% DUE 10/15/28 PRINCIPAL PAYMENT DUE 05/15102

5115102 GOVERNMENT NATL MTG ASSN 1,78861 1.78861- POOL 518042 DTD 12/01/99 8 000% DUE 12/15/29 PRINCIPAL PAYMENT DUE 05115/02

5122/02 AT&T CORP 16,687 09 20.51200- 3,824 91- COM WILSHIRE ASSOCIATES INCORPORATED 05/17 SALE 1,300 SHS Qa 12 8866 MISC 49 COMM 6500

5122102 TEXTRON INC 24,07454 24,31125- 23871- COM FOX-PITT KELTON INC 05/17 SALE 500 SHS @ 48 2002 MISC 58 COMM 2500

6/09/02 ABBOTT LABS 9,47371 11,39000- 1,816 29- COM LEHMAN BROTHERS INC 05/29 SALE 200 SHS @ 47.42 MISC 29 COMM 10 00

8/03/02 ORACLE CORP 10,28368 11,12775- 84408- COM KNIGHT SECURITIES BROADCORT CAP 05/29 SALE 1,200 SHS Qa 8 57 MISC 91

586-RB-20020701-02-00001-239

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Page 35 of 40

Cash receipts continued

Sales continued Date Description Income cash Principal Cash Tax Cost Realized gain/loss

' 8/03/02 PHARMACIA CORP 17,187.48 15,62000- 1 .36748 COM LEHMAN BROTHERS INC. 05/29 SALE 400 SHS @ 43 02 MISC 52 COMM 2000

6/03/02 PRAXAIR INC 22,635 31 23.04800- 410 69- COM LEHMAN BROTHERS INC 05/29 SALE 400 SHS @ 58 64 MISC 69 COMM 2000

8/03/02 TEXAS INSTRS INC 14,37458 15,01000- 89544- COM LEHMAN BROTHERS INC 05/29 SALE 500 SHS Q 28 80 MISC 44 COMM 25 00

6/17/02 GOVERNMENT NATL MTG ASSN 10584 10564- POOL 579179 DTD 01/01/02 8 00% DUE 01/15/32 PRINCIPAL PAYMENT DUE 06/15/02

6/17/02 GOVERNMENT NATL MTG ASSN 4928 4928- POOL 443410 DTD 02/01/99 6 500% DUE 02/15/29 PRINCIPAL PAYMENT DUE 08115/02

6/17/02 GOVERNMENT NATL MTG ASSN 5411 6411- POOL 487522 DTD 02101/99 8 000% DUE 02!15/29 PRINCIPAL PAYMENT DUE 06/15/02

8/17/02 GOVERNMENT NATL MTG ASSN 5842 5642- POOL 483918 DTD 10101/98 6 000% DUE 10115I28 PRINCIPAL PAYMENT DUE 06/15/02

588-R6_20020701-02-00001-239 _ ~ . _ ~IIIIIIII~IIII4IIIIII1111lIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII~IIIIIIIIIIII~II~ IIIN IIW U Wd~ll WY WIWYWI ~w~IUW~ WI WI IW II WII WWII II

PrivateBank

Categorized Transaction Detail continued

Account Statement April 1, 2002 - June 30, 2002

NATL CNCL JEWISH! WMN ENDOWM M/AG 20.24 .200-1125000

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Account Statement April 1, 2002 - June 30, 2002

NATL CNCL JCWI511 WMN CNDOWM M(AG 20-24-200.1125000

I'agc 36 of 40

Cash receipts continued

586-R6-20020701-02-00001-239 . mmnuiiww uwu u n iw uinw iuu im u i~wun

On. PrivateBank

Categorized Transaction Detail continued

Salsa continued Date Description Income cash " ~ Principal cash Tax coat Realized gainliOS3

6/17/02 GOVERNMENT NATL MTG ASSN 2676 2676- POOL 518042 DTD 12101!99 8 000% DUE 12/15129 PRINCIPAL PAYMENT DUE 06115102

Total sales $0.00 5118,567,17 y 3125,061 .79 " $6,50062.

Automated cash investment sales Date Description Income cash Principal cash Tax cost Realized gainfloss

6/30/02 CONSOLIDATION OF STATEMENT ACI ACTIVITY 44,188 32 73,25642 117.44474- SALE OF AUTOMATIC CASH INVESTMENT

Total automated cash Investment salsa $44,168.32 $77,256,42 $117,444 74- $0 00

Total cash receipts $81,581.77 $188,817.59 $24Y,506.53 . 36,500.62-

Cash disbursements

Payments folfor beneficiaries Date Description Income cash Principal cash Tax cost Realized galnlloss

5/28/02 NATIONAL CNCL OF JEWISH WOMEN 55,55000- TRANSFER TO CHECKING ACCOUNT 107.551-3784 PER RITA SASLAW

8106/02 NATIONAL CNCL OF JEWISH WOMEN 40.00000- TRANSFER TO CHECKING ACCOUNT //1095513784 FROM THE FRIEDMAN ACCOUNT PER LTR DTD OS/2B/02

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3115 (Rev May 1999)

p.PWneY o1 Vro Teaauy `nr,ul Rsw`w Swxw

0MB No 15e5-0152

" See page 1 of Uie mstrucdoru for the Automatic Change Procedures.

IdBntHiratlon number (See pegs 3 of the instructions .)

34-0714651 COUNCIL OE JEWISH room or suits no (7 a P O 6mc sae page 7 instructions) Tax year

107/0 day, n ) and ends (mo , day y r )

26055 EME city w mwn, state ar CLEVELAND

a toes OH 44128 OGDEN, UTAH

E] oepreciation or Amortization Financial Products and/or Financial Activities of Financial Institutions

Entc code section W 5 O 1 (C U omen (specify) jl~ i Parts I through IV 2 of the instructions

Yes Ns P.artC To

Applicant Parent corporation (if applicable) icy 5/15/03 " e Officers signature and date Parent officer's Signature and date

Nams~/ Ce~(p

~A~rtw_ryp,e~ Name and title (print or type)

~sZC}!L}5/15/03 Si gnature(s) IndNl ua! o firm PreWNng the application and date Name of firth preparing the application

For Privacy Act and Paperwork Reduction Act NohCB, seepage 7 of the I(154ut710ni Form 3115 (Rer S98) ISA STF FEMB95F 7

Application for Change in Accounting Method

Name of applicant pt a loam reuun is filed also gm spouse's name

Name of person to contact (H not the applicant a power d attorney must be submitted I

DAVID M . ANTINE/SUSAN KRANTZ Check the appropriate box to indicate who is filing this forth. E] Partnership p Individual Q S Corporation

Corporation ~ Insurance Co (Sec 8t6(a)) Arve(Sec 1381) E] insurance Co (Sec 831) Cooper

0 Qualified Personal Service Corporation p Other (specrfy) ~

having jurisdiction

person's telephone number/Fax number

1-0733 /216-765-7118 Check the appropriate box to indicate the type of accounting method change being requested. (See page 3 of the instructions )

1 Is the applicant changing its method of accounting under a revenue procedure or other published guidance that X provides for an automatic changes (See page 1 of the instructions ) If 'Yes,' enter the citation of the revenue procedure or other published guidance P. REV PROC 98-60

2 Is the applicant changing its method of accounting under sections 263A, 447, 448, 460, or 585(c) for the first tax year the applicant is required to change If "Yes,' the applicant is required to make the change in accounting method under the automatic change procedures set forth in the applicable regulations

3a Does the applicant have any Federal income tax returns under examination by the IRS See section 3 07 of Rev Proc 97-27, 1997-1 C 8 680 If 'Yes," complete line 3b

b Is the method of accounting the applicant is requesting to change (i) an issue under consideration or (u) an issue -- placed in suspense by the examining agent(s)? See sections 3 08(t) and 6 01 of Rev Proc 97-27 If 'Yes' the applicant is hat eligible to request the change in accounting method If 'No,' complete tines 3c through 3e

c Indicate the 'window period' the applicant is filing under or state if the change is being requested with the consent of the district director Ill. N/A See section 6 01 of Rev Proc 97-27

d Has a copy of this Form 3115 been provided to the examining agent(s) for all examinations that are in process See section 6 01 of Rev Proc 97-27

e Enter the name(s) and telephone number(s) of the examining agent(s) 1~ N /A See section 6 01 of Rev Proc 97-27

4a Is the applicant before an appeals office with respect to any Federal income tax return issue If 'Yes," complete line 4b

b Is the method of accounting the applicant is requesting to change an issue under consideration by the appeals J office? See sections 3 08(2) and 6 02 of Rev Proc 97-27 If 'Yes,' the applicant is not eligible to request the change in accounting method If *No .' complete lines 4c and 4d J

c Has a copy of this Form 3115 been provided to the appeals officer? See section 6 02 of Rev Proc 97-27 d Enter the name and telephone number of the appeals officer lo. N /A

See section 6 02 of Rev Proc 97-27 N /A

Signature - All Applicants (See page 3 of the instructions.) Under penalties of parJury, I deUara flirt I have aiumilned fhb application, Including accompanying documents, and to the best of my knowledge and belief, the application cons all the nelevant facts refitting m we application, and such facts are true, correct, and mmPleta Dederatlon a Pti4+Rr (other flan applicant) is heed on all Information of which prepare has any knowledge.

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Sat Is the applicant before a Federal court with respect to any Federal income tax issue If 'Yes,' complete line 5b

b Is the method of accounting the applicant is requesting to change an issue under consideration by the Federal court See sections 3 08(3) and 6 03 of Rev Proc 97-27 If 'Yes,* the applicant is not eligible to request the change in accounting method If 'No.' complete line Sc and 5d

G Has a copy of the Forth 3115 been provided to the counsel for the government? See section 6 03 of Rev Proc. 97-27 d Enter the name and telephone number of the counsel for the government 1, N /A See section 6 03 of Rev Proc 97-27

6a Is the applicant a member of an affiliated group filing a consolidated return for the year of changed b (f Ya," aftarh a statement listing the pent capaabm's (t) imne, (Z) idai6ficatian rpnnba (3) address, ad (4) tacyear c Has the applicant ever been a member of a consolidated group other than the current group

If 'Yes,' complete line 6b far each group of which the applicant was formerly a member d If the applicant is (or was formerly) a member of a consolidated group, is any consolidated group under examination,

before an appeals office, or before a Federal court for a tax year(s) that the applicant was a member of the group See sections 3 07(1) and 4 02(5) of Rev Proc 97-27 If 'Yes,' complete lines 3b through 3e, 4b through 4d, or Sb through Sd (whichever are applicable)

7 If the applicant is an entity (including a limited liability company) treated as a partnership or an S corporation for Federal income tax purposes, is the method of accounting the applicant is requesting to change an issue under consideration in an examination of a partner, member, or shareholder's Federal income tax return or an issue under consideration by an appeals office or by a Federal court with respect to a partner, member, or shareholder's Federal income tax return? See sections 3 OB and 4 02(6) of Rev Proc 97-27 If 'Yes,' the applicant is not eligible to request the change in accounting method

/A

If I Descnotion of 8 Is the applicant requesting to change its overall method of accounting

If 'Yes,* check the appropriate boxes below to indicate the applicant's present and proposed methods of accounting Also complete Schedule A on page 4 of the form Present method : ~ Cash C-] Accrual E] Hybrid (attach description) Proposed method: ~ Cash N Accrual E] Hybrid (attach desrnptian)

9 If the applicant is not changing its overall method of accounting, attach a descnpUOn of each of the following a The item being changed b The applicants present method for we item being changed c The applicant's proposed method for the item being changed d The applicant's present overall method of accounting (cash, accrual, or hybrid)

10 Attach an explanation of the legal basis supporting the proposed method far the item being changed Include all authority (statutes, regulations, published rulings, court uses, etc ) supporting the proposed method The applicant is encouraged to include a discussion of any authorities that may be contrary to the proposed method

11 Attach a description of the applicant's trade or business, inducting the goods and services it provides and any other types of activities it engages m that generate gross income

12 Attach a copy of all documents directly related to the proposed change (See page 3 of the instructions 13 Attach a statement of the applicant's reasons for the proposed change 14a Attach an explanation of whether the proposed method of accounting will be used for the taxpayer's books and

records and financial statements (Insurance companies, see page 3 of the instructions ) b Attach an explanation of whether the proposed method of accounting conforms to generally accepted accounting

principles (GAAP) and to the best accounting practice in the applicant's trade or business 15a Does the applicant have more than one trade or business as defined in Regulations section 1 446.1(d)?

b If "Yes,' is each trade or business accounted for separately If "Yes," for each trade or business, attach a description of we type of business, the overall method of accounting, whether the business has changed any accounting method in the past 4 years, and whether the business is changing any accounting method as part of this application or as a separate application

16 If the applicant is a member of an affiliated group filing a consolidated return for the year of change, do all other members of the consolidated group use the proposed method of accounting for the item being changed If 'NO,' attach an explanation

17 If the applicant is changing to the cash method, or to the inventory price index computation (IPIC) method under Regulations section 1 472-8(e)(3), or is changing its method of accounting under sections 263A, 448, or 460, enter the grass receipts for the 4 tax years preceding the year of change (See page 3 of the instructions ) 1st preceding 2nd preceding 3b preceding 4w preceding year ended ma Yr I Year ceded mo Yr I Year ceded mo Yr I Year ceded mo yr

Form 7175 (Rev SBB)

part f Eligibditv To

N/A

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src ceo.wsF 3

Farm 7115 (Rev S88) ?ale 3 Part 11 Description of Change (continued) 18 Attach a statement addressing whether the applicant has entered (or is considering entering) into a transaction to which

section 381(c)(4) or (c)(5) applies (e g , a reorganization or merger) during the tax year of change determined without regard to any (potential) closing of the year under section 381(b)(1) Also include in we statement an explanation of any changes in method of accounting that resulted (or will result) from the transaction(s)

Part III 3eeLOn 481(a) Adjustrnent Yes No

19 Enter the net section 481(a) adjustment for the year of change Indicate whether the adjustment is an increase (+) or a decrease (-) in income li~ $ 215, 680

20 Has the section 481(a) adjustment been reduced by a pre-1954 amount 21a If the section 481(a) adjustment is less than $25,000 (positive or negative), does the applicant elect to take the entire

amount of the adjustment into account in the year of changes N / A

b If 'No,' (or if the applicant declines to elect to take the entire amount of the adjustment into account in the year of change), enter the applicable period over which the applicant proposes to take the adjustment into account

22 Is any part of the section 481(a) adjustment attributable to transactions between members of an affiliated group, a controlled group, or other related parties If *Yes .' attach an explanation

PartIV I Additional Information Yes No

23 Has the applicant, ft predecessor, a a related party requested a mace (under ether an automatic change procedure a a procedure requiring advance consent) a change in accounting method or accounting period in the past a yean9 If 'Yes,' attach a description of each change and the year of change If the application was withdrawn, not perfected, or denied, or if a Consent Agreement was sent to the taxpayer but was not signed and returned to the IRS, or if the change was not made, include an explanation

24 Does the applicant, its predecessor, or a related party currently have pending any request for a private letter ruling, a request for change in accounting method or accounting period, or a request for technical advice? If 'Yes,' for each request, indicate the name(s) of the taxpayer, the type of request (private letter ruling, request for change m accounting method or accounting period, or request for technical advice), and the specific issue in the request

25 Has the applicant attached Form 2848, Power of Attorney and Declaration of Representative? (See the instructions for line 25 and "Person To Contact" on page 3 of the instructions )

26 Does the applicant request a conference of right at the IRS National Office d the IRS proposes an adverse response

r Enter the amount of user fee attached to this application o~ b none (See page 2 of the instructions )

28 If the applicant qualifies for a reduced user fee for iden4pl accounting method changes, has the information required - by section 15 07 of Rev Proc 99-1, 199&1 I R B 6, been attached n/a

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SiF FEDWSSF 4

Form 7115 (Rev S99) Page 4

Schedule A -Change in Overall Method of Accounting (If Schedule A applies, Part I below must be completed )

Attach =pies of the profit and loss statement (Schedule F (Form 1040) for farmers) and the balance sheet, if applicable . as of the close of the tax year preceding the year of change On a separate sheet, state the accounting method used when preparing the balance sheet If books of account are not kept, attach a copy of the business schedules submitted wrath the Federal income tax return or other return (e g ,tax-exempt organization returns) for that period If the amounts in Part I, lines 1a through 1g, do not agree with those shown on both the profit and loss statement and the balance sheet, explain the differences on a separate sheet

Fart l Change in Overall Method (See page 3 of the instructions )

1 Enter the following amounts as of the dose of the tax year preceding the year of change If none, state 'None' Also attach a statement providing a breakdown of the amounts entered on lines 1a through 1g

Amount

a Income accrued but not received $ 7 , 080

b Income received or reported before it was earned Attach a description of the income and the legal basis for the proposed method (See page 3 of the instructions ) NONE

c Expenses accrued but not paid none d Prepaid expense previously deluded none

e Supplies on hand previously deducted none f Inventory on hand previously deducted Complete Schedule C, Part II 208,600 g Other amounts (spedfy) t none none

h NM section 48'1(a) adjustment (Add lines 1a - 1g ) (See page 3 of the instructions

2 Is the applicant also requesting the recurring item exception (section 461(h))l (See page 4 of the instructions Yes D No

°artll Change to the Cash Method (See page 4 of the instructions )

Applicants requesting a change to the cash method must attach the following information 1 A description of the applicant's investment in capital items and leased equipment used in the trade or business, and the relationship

between these items and the services performed by the business 2 A description of inventory items (items that produce income when sold) and materials and supplies used in carrying out the

business 3 The number of employees, shareholders, partners, associates, etc , and a description of their duties in carrying out the applicants

business 4 A schedule showing the age of recervables for each of the 4 tax years preceding the year of change 5 A schedule showing the applicant's taxable income (loss) for each of the 4 tax years preceding the year of change 6 A profit and loss statement showing the taxable income (loss) based on the rash method for each of the 4 tax years preceding the

year of change

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Form 7715 (Rev SBB) Page 5

Schedule Et-Changes Within the LIFO Inventory Method (See page 4 of the instructions )

Park I General LIFO Information Complete this section if the requested change involves changes within the LIFO inventory method Also, attach a copy of all Farms 970, Application To Use UFO Inventory Method, filed to adopt or expand the use of the LIFO method

1 Attach a descnpUOn of the applicant's present and proposed LIFO methods and submethods for each of the following items

a Valuing inventory (e g , unit method or dollar-value method)

b Pooling (e g , by line or type or class of goods, natural business unit, multiple pools, raw matenal content, simplified dollar-value method, pooling method authorized under inventory pots index computation (IPIC) method, etc )

c Pricing dollar-value pools (e g ,double-extension, index, link-chain, link-chain index, IPIC method, etc )

d Figuring the cost of goods in the dosing inventory over the cost of goods in the opening inventory (e g , most recent purchases, earliest acquisitions during the year, average cost of purchases during the year, etc )

2 If any present method or subme[hod used by the applicant is not the same as indicated on Form(s) 970 filed to adopt or expand the use of the method, attach an explanation

3 If we proposed change is pat requested for all the LIFO inventory, specify the inventory to which the change is and is not applicable

4 If the proposed change is not requested for all of the LIFO pools, specify the LIFO pool(s) to which the change is applicable

5 Attach a statement addressing whether the applicant values any of its LIFO inventory on a method other than cost For example, if the applicant values some of its LIFO inventory at retail and the remainder at cost, the applicant should identify which inventory

in Pooling Inventories 1 If the applicant is proposing to change its pooling method or we number of pools, attach a description of we contents of, and state

the base year for, each dollar-value pool we applicant presently uses and proposes to use

2 If the applicant is proposing to use natural business unit (NBU) pools or requesting to change the number of NBU pools, attach the following information (to the extent not already provided) in sufficient detail to show that each proposed NBU was determined under Regulations section 1 472-8(b)(1) and (2)

a A description of the types of products produced by the applicant If possible, attach a brochure

b A description of the types of processes and raw materials used to produce the products in each proposed pool

c If all of the products to be included in the proposed NBU pool(s) are not produced at one fatality, the applicant should explain the reasons for the separate facilities, indicate the location of each fatality, and provide a description of the products each facility produces

d A description of the natural business divisions adopted by the taxpayer State whether separate cost centers are maintained and if separate profit and loss statements are prepared

e A statement addressing whether the applicant has inventories of items purchased and held for resale that are not further processed by the applicant, including whether such items, if any, will be included in any proposed NBU pool

f A statement addressing whether all items inducting raw materials, goods-in-process, and finished goods entering into the entire inventory investment for each proposed NBU pool are presently valued under the LIFO method Describe any items that are not presently valued under the LIFO method that are to be inducted in each proposed pool

g A statement addressing whether, xnthin the proposed NBU pool(s), there are items sold to others and transferred to a different unit of the applicant to be used as a component part of another product poor to final processing

3 If the applicant is engaged in manufacturing and is proposing to use the multiple pooling method or raw material content pools, attach information to show that each proposed pool will consist of a group of items that are substantially similar See Regulations section 1 472-8(b)(3)

4 If the applicant is engaged in the wholesaling or retailing of goods and is requesting to change the number of pools used, attach information to show that each of the proposed pools is based on customary business classifications of we applicant's trade or business See Regulations section 1 472-8(c)

r Price Index Computation (IPIC) Method (See page 4 of the instructions

SiFFEW695F 5

If changing to the IPIC method, attach the following items 1 A completed Form 970 2 A statement indicating which indexes, tables, and categories the applicant proposes to use

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Farm 3115 (Rev 5.89) Page 6

Schedule C-Change m the Treatment of Long-Term Contracts, Inventories, or Other Section 263A Assets

Part I I Change m Reporting Income From Long-Term Contracts (Complete Part I and Part III below See page 4 of the msWcUons ) 1 To the extent not already provided, attach a description of the applicants present and proposed methods for reporting income from

long-term contracts If the applicant is a construction contractor, include a description of its construction activities

2a Are the applicants contracts long-term contracts as defined in section 460(p(1)? (See page 4 of the

instructions ) E] Yes F~ No

b If 'Yes,' do all we contracts qualify for the exception under section 460(e)? (See page 4 of the instructions ) C) Yes El No

If line 2b is 'No,' attach an explanation 3a Does the applicant have long-term manufacturing contracts as defined in section 460(f)(2)? C] Yes ~ No

b If 'Yes,' explain the applicants present and proposed method(s) of accounting for long-term manufacturing contracts

c If any of the manufacturing goods are sold or distributed without installation, attach an explanation

4 If the applicant is requesting to use the percentage of completion method under section 460(b) for reporting its long-term contract income, indicate whether the applicant is electing to determine the completion factor for each long-term contract under the simplified cost-to-cost method (See page 4 of the instructions )

5 Does the applicant want to change the accounting method far all long-term contracts that were outstanding at the beginning of the year of changes 0 Yes ~ No

If 'No,' attach an explanation 6 Attach a statement indicating whether arty d the applicant's contracts are ether cost-plus long-term contracts a Federal long-term contracts

Part II Chance in Valuing Inventories (Complete Part III if applicable See page 4 of the instructions )

sh cEOVasF 8

1 Attach a description of the inventory goads being changed

2 Attach a description of the inventory goads (if any) NOT being changed

3 Is the applicant's present inventory valuation method in compliance with section 263A7 (See page 4 of the instructions ) 0 Yes ~ No

4a Check the appropriate boxes below that identify the present and proposed inventory identification methods and valuation methods being changed and the present inventory identification methods and valuation methods not being changed `"°"m"' B°`° c""°'° e. Ch .~d

Identification methods P'~^'a R ~°'"W '°° P~'^°"'°° Specific identification FIFO LIFO

Valuation methods Cost Cost or market, whichever is lower Retail cost Retail, lower of cost or market Other (attach explanation)

b Enter the value at the end of the tax year preceding the year of change 5 Attach the computation used to determine the section 481(a) adjustment If the section 481(a) adjustment is based on more than

one component, show the computation for each component 6 If the applicant is changing from the LIFO inventory method to a non-LIFO method, attach the following information (See page 4

of the instructions ) a Copes of Form(s) 970 filed to adopt or expand the use of the method b A statement desrnbmg how the proposed method is consistent with the requirements of Regulations section 1 472-6

1PartIIL Method of Cost Allocation (See page 4 of the instructions ) Complete this part ii the requested change involves either property subject to section 263A or long-term contracts subbed to section 460 Check the appropriate boxes in Sections 8 and C showing which costs, under both the present and proposed methods, are fully included, to the extent required, m the cost of property produced or acquired for resale under section 263A or allocated to long-term contracts under section 460 If a box is not checked, it is assumed that those costs are not fully included to the extent required If a cost is not fully included, attach an explanation Mark 'WA' in a box if those costs are not incurred by the applicant with respect to its production, resale, or long-term contract activities

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7 Form 7175(

Section S99)

-Allocation and Ca Methods (Schedule C, Part III continued ) (See page 4 of the instructions

STF FE W 895E 7

Attach a description (including sample computations) of the present and proposed method(s) the applicant uses to capitalize direct and indirect costs properly allocable to property produced or acquired for resale Include a description of the method(s) used for allocating indirect costs to intermediate cost objectives such as departments or activities poor to the allocation of such costs to property produced or acquired for resale The description must include the following information

1 The method of allocating direct and indirect costs (i e , specific identification method, burden rate method, standard cost method, or other reasonable allocation method)

2 The method of allocating mixed service costs (i e, dared reallocation method, step-allocation method, simplified service cost method using the labor-based allocation ratio, or the simplified service cost method using the production cost allocation ratio)

3 The method of capitalizing additional section 263A costs (i e ,simplified production method with or without the historic absorption ratio election, simplified resale method with or without the historic absorption ratio election inducting permissible variations, or the U S ratio method)

Section B - Direct and Indirect Cosh Required To Be Allocated (See Regulations under sections 263A and 451 )

1 Direct material 2 Direct labor 3 Indirect labor 4 Officers' compensation (not including selling activities) 5 Pension and other related costs 6 Employee benefits 7 Indirect materials and supplies 8 Purchasing costs 9 Handling, processing, assembly, and repackaging costs 10 Oftsite storage and warehousing costs 11 Deprecation, amortization, and cost recovery allowance for equipment and facilities placed in

service and not temporarily idle 12 Depletion 13 Rent 14 Taxes other than state, local, and foreign income taxes 15 Insurance 16 Utilities 17 Maintenance and repairs that relate to a production . resale, or long-term contract activity 18 Engineering and design costs (not inducting section 174 research and experimental expenses) 19 Rework labor, scrap, and spoilage 20 Tools and equipment 21 Quality control and inspection 22 Bidding expenses intuited in the solicitation M contracts awarded to the applicant 23 Licensing and franchise vests 24 Capitalizable service costs (inducting mixed service costs) 25 Administrative costs (not inducting any costs of selling or any return on pedal) 26 Research and experimental expenses attributable to long-term contracts 27 Interest ?8 Other costs (Attach a list of these costs ) Section C -Other Costs Not Required To Be Allocated

1 Marketing, selling, advertising, and distribution expenses 2 Research and experimental expenses riot included on line 26 above 3 Bidding expenses not inducted on line 22 above 4 General and administrative costs not inducted in Section B above 5 Income taxes 6 Cost of stokes 7 Warranty and product liability costs 8 Section 179 costs 9 On-site storage

10 Depreciation . amortization, and cost recovery allowance not included on line 11 above 11 Other costs (Attach a list of these costs

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a

Part I. I Change in Reporting Advance Pavmerns (See page 4 of the instructions

a Sample copies of all agreements for goods or items requiring advance payments used by we applicant that are subbed to the requested change in accounting method Indicate the particular parts of the agreement that require the applicant to provide goods or items

b A statement providing that the entire advance payment is for goods or items If not entirely for goods or items, a statement that an amount equal to 95% of the total contract price is properly allocable to the obligation to provide activities described in Regulations section 1 451-5(a)(1)() or (n) (including services as an integral part of those activities)

in Depreciation or Amortization 4 of the instructions

sh FEo.sssF 8

1 If the applicant is requesUng to defer advance payment for services under Rev Proc 71-21, 1971-2 C B 549, attach the following information

a Sample copies of all service agreements used by the applicant that are subject to the requested change in accounting method Indicate the particular parts of the service agreement that require the taxpayer to perform services

b If any parts or materials are provided, explain how the parts or materials relate to the services provided and provide the cost of such parts or materials as an absolute number and a percentage of the contract price

c If the change relates to contingent service contracts, explain how the contracts relate to merchandise that is sold, leased, installed, or constructed by the applicant and whether the applicant offers to sell, lease, install, or construct without the service agreement

d A description of the method the applicant will use to determine the amount of income earned each year on contingent contracts and why that method dearly reflects income earned and related expenses in each year

2 If the applicant is requesting a deferral of advance payments for goods under Regulations section 1 451-5, attach the following information

Applicants requesting approval to change their method of accounting for deprecation or amortization complete this section Applicants must provide this information far each item or doss of property far which a change is requested Note: 1I the properly has been disposed of before the begrnnmg o/ the year o1 change, a method change is not permitted fog that property See AutomaUc Change Procedures on page 10l the instructions lormlornahon regarding automatic changes under sections 167, 168, and 197 Also see When Not To File Farm 3115 on page 4 0l the mshuchons lormformahon concerning retroactive electrons and electron revocations

1 Is depreciation for the property figured under Regulations section 1 167(a)-11 (CLADR)') ~ Yes 0 No

If 'Yes,' the only changes permitted are under Regulations section 1 167(a)-11(c)(1)(iu)

2 Is arty d the deprecation a amortization required to be capitalmed under airy Code section (e g , section 263A)9 ~ Yes ~ No

If 'Yes," enter the applicable section lo.

3 Has a deprecation or amortization election been made for we property (e g , the election under section 168(fl(1))7 0 Y¢9 ~ No If 'Yes,' state the election made p.

4a To the extent not already provided, attach a statement describing the property being changed Include in the description the type of property, we year the property was placed in service, and the property's use in the applicant's trade or business or income-producing activity

b If the property is residential rental property, did the applicant five in the property before renting its ~ Yes 0 No c Is the property public utility property Yes 7 No 5 To the extent not already provided in the applicant's description of its present method, explain how the property is treated under the

applicant's present method (e g , depreciable property, inventory property, supplies under Regulations section 1 162-3, nondepreaable section 263(a) property, property deductible as a current expense, etc )

6 If the property is not currently treated as depreciable or amortizable property, provide we facts supporting the proposed change to depreciate or amortize the property

7 I( the property is currently treated and/or will be treated as depreaable or amort¢able property, provide the following information under both the present (if applicable) and proposed methods

a The Code section under which the property is deprecated or amortized (e g , section 168(g)) b If the property is depreciated under section 168, identify the applicable asset class in Rev Proc 87-56, 1987-2 C B 674 (If none,

state so and explain why ) Also provide the facts supporting the asset doss under the proposed method c The depredation or amortization method of the property, including the applicable CoCe section (e g , 200°Yo declining balance

method under section 168(b)(1))

d The useful life, recovery period, or amortization period of the property e The applicable convention of the property

Form 3115 (Rev 5-BB)

-Change in ReporUnq Advance Pavmenb and

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Applicant elects to take the full amount of the 481 (a) adjustment into income m the current year .

National Council of Jewish Women -CS EIN 34-0714651

Statement attached to and made part of Form 3115

Part [I, Page 2: 10 National Council of Jewish Women, a non-profit corporation, is requesting a

change in accounting method from cash to accrual This is an automatic change m accounting method under IRC Section 446, Revenue Procedure 98-60, and Revenue Procedure 2002-09

11 . National Council of Jewish Women is a non-profit entity which through volunteers, works to educate, advocate, and provide community services throughout Northeast Ohio Their primary fundraising source is the receipt of donated lightly-used designer clothing which is then resold by volunteer help at their theft shop The funds generated from the sale of the donated merchandise are distributed to support then community service and advocacy programs, such as gun control, aid to the local homeless, foster children, seniors, visually disabled, etc. Any inventory on hand at the end of the year is valued at its approximate resale value

12 . See attached Form 990 13 This non-profit corporation plans to grow and as such, audited financial

statements on the accrual basis will be required for grant applications The non-profit corporation desires the tax return and audited financial statements to correspond .

14 The arrival basis will be used for the books and records and financial statements . The accrual method of accounting conforms to GAAP.

18 The applicant has not entered or is not considering entering into a Section 381 (c )(4) or (c )(5) transaction, such as a reorganization or merger, during the tax year of change.

Page 3, Part III

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J

INCOME Membership Dues $62,744 $52,744 Thrift Operation $289,845 289,845 Designer Dress Days 175,857 175,657 Fund Raising Events 84.275 64,215 Contributions 8 Bequests 76,280 78,2&S Grants 0 Program Fees 6 Mlec 12,97 12,871 Investment Income

Total Income 52,249 153,17 p 965,802 871 .218

CASH DISBURSEMENTS General end administrative 54,143 56,234 78,75 28,717 37,189 184,728 DepeAmdntel expenses 89,93E 89.2.18 32504 278229 2 - 551192

o Total cash disbursements 27.961 114,95Y 5].249 30l.338 37 .98 8 761 .99

EXCESS (DEFICIENCY) OF RECEIPTS OVER DISBURSEMENTS (5253,8dU (382,20 i1fl1.w S1$0.9fiJ 133Z3fl9 (90,774)

Cash and Investments (et market value) " Beginning of Year 209,318

Transfers end adjustments (252,5J5)

Expenditures funded by restricted funds 258.851

Cash end Investments (at market value) " End al Year 5124.858

24,827 741,381 75,230 (78,681) 737,540 107,981 759,860

459,881 1,667,030 2,938,827 394,105 950,309 1,438,553 2,182,967

(85,268) 23,1,980 (114,421) (202,893) 202,693

(1~ a2oi 1241 031 _ .0 9Z.56 5 (21 .998 1 (25.5971 -^-

5371 .818 s1eo1.ass S2 297 63 9 S2Q9.316 5459.881 s1.ssLeao Pi9fl M

2

�J

FORM 3115 SCHEDULE A ATTACHMENT

NATIONAL COUNCIL OF JEWISH WOMEN-CLEVELAND SECTION

Statements of Cash Receipts and Disbursements end Cash end Investments For the Years Ended June 30, 2001 and 2000

Service QJppmm Fund Ralalna $hdypyj (Jppdpp TOTAL

2000 RESTRICTED TOTAL RESTRICTED TOTAL

T"mpaily8 ALL ToWUare- Temporary & ALL G,munent BoeMneale FUNDS WdGJpO Pemun,nl Board Ueele. F iLNO¢

$52,744 $33,064 $73,084 289,645 257,914 257,914 775,657 140,478 140,418 84,218 748,057 748,087

13,000 80,510 769,784 88,277 87,685 135,878 0 11,000 11,000

12,877 27,583 21,589 71923 84.971 72934 9E.402 13L599 14.119 214258

0 24 643 111.39 1 93L229 2?9.95I 131.59D 1II1 .6811 982-178

1e4a2e 2117,e75 217,e75 5ee 6 2 590.49~ 690447 76199 n 908.3_18 80e.31e

See accompanying notes and accountants'ravlew report

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F,mn 2$4$ Power of Attorney (Rev Janwry 200?) and Declaration of Representative DqmVn W m Vw inawy irar~w newu+. s~w " Seethe separate Instructions

Part I Power of Attorney (Type or punt )

-071 yUme telephone number 216-378-2204 CLEVELA

hereby appal as

CAF NO 3LUJ-1bL21UtC TNephoneNo 216-831-0733 Fax NO 216-765-7118

Check if new Address 0 Telephone No [ CAF No APPLIED FOR TelephaneNo 216-831-0733 Fax No 216-765-7118

Check if new Address 1:1 Telephone No [ CAF No Telephone No Fax No

Check if new Address I-I Telephone No F to represent

3 Tax matters Type of Tax (Income, Employment, Excise, etc ) Tax Farm Number or Civil Penalty (See the instructions for line 3 ) (1040, 941, 720, etc

Name of representative to receive refund check(s) No Far Paperwork Reduction and Privacy Act Notice, sae the soparaCe ifnVUWorq . Form 2$4$ (Rev 7-2oa2) Isn 57F FED1875F t

1 Taxpayer information. Taxpayer name(s) and addre NATIONAL COUNCIL

26055 EMERY ROAD

must sign and date this form on

OF JEWISH WOMEN-CS

2 Representatives) must sign and date this forth on page 2, Part II

Name and address DAVID M . ANTINE, CPA ZINNER & CO . LLP 29125 CHAGRIN BLVD . CLEVELAND, OH 44122 Name and address SUSAN KRANTZ, CPA ZINNER & CO . LLP 29125 CHAGRIN BLVD .

Name and address

2, line 9 ual security numbers)

OMB Na 15450150

For IRS use Only

Rec+wa by, Name

Telephone Funturn

Date / /

number

Year(s) or

4 Specific use not recorded on Centralized Authorindon Flle (CAS. If the power of attorney is for a specific use not recorded on CAF, check this box See the instructions far L1ne 4. Specrfic yes not recorded on CAF. t 0

5 Acts authorized. The representatives are authorized to receive and inspect confidential tax infortnahon and to perform any and all ads that I (we) can perform with respell to the tax matters deathbed on line 3, for example, the authority to sign any agreements, consents, or other documents The authonty does not include the power to receive refund checks (see line 6 below), the power to substitute another representative, we authority to execute a request for a tax return, or a consent to disclose tax information unless specifically added below, or the power to sign certain returns See the instructions for Lme 5. Acts authoraed.

List arty specific additions or deletions to the ads otherwise authonzed in this power of attorney

Note: In general, an unenro0ed pieparer of fax returns cannot sign any document fore taxpayer See Revenue Procedure 81-38, printed as Pub 470, for more information Note : The tax matters partner of a partnership is not permitted to authorize representatives to perform certain acts See the separate instructions for more information

6 Receipt of refund checks. If you want to authonze a representative named on line 2 to receive BUT NOT TAD ENDORSE OR CASH, refund checks, initial here and list the name of that representative below

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li~ IF NOT SIGNED AND DATED, THIS POWER OF ATTORNEY WILL BE RETURNED.

Title (if applicable)

FEart IC Declaration of Representative

Caution: Students with a special order to represent taxpayers m Quafded Low Income Taxpayer Clinics or the Student Tax Grnrc Program, see the separate instructions for Part I/ Under penalties of perjury, I declare that

I am not currently under suspension or disbartnerrt horn practice before the Internal Revenue Service, I am aware of regulations contained in Treasury Department Circular No 230 (31 CFR, Part 10), as amended, concerning the practice of attorneys, certified public accountants, enrolled agents, enrolled actuaries, and others, I am authorized to represent the taxpayer(s) identified in Part I for the tax matter(s) specified there, and I am one of the following a Attorney - a member in good standing of the bar of the highest court of the jurisdiction shown below b Certified Public Accountant - duly qualified to practice as a certified public accountant in the jurisdiction shown below c Enrolled Agent-enrolled as an agent under the requirements of Treasury Department Circular No 230 d Officer -a bona fide officer of the taxpayer's organization e Full-Time Employee- a full-time employee of the taxpayer f Family Member- a member of the taxpayer's immediate family (i e, spouse, parent, child, brother, or sister)

g Enrolled Actuary - enrolled as an actuary by the Joint Board for the Enrollment of Actuaries under 29 U S C 1242 (the authority to practice before the Service is limited by section 10 3(d)(1) of Treasury Department Circular No 230)

h Uneirolled Return Prepara-an uniffudled ranch prepare under sedan 10 7(c)(1)(w) of Treasury Department Grails No 230

mo IF T}US DECLARATION OF REPRESENTATIVE IS NOT SIGNED AND DATED, THE POWER OF ATTORNEY WILL BE RETURNED.

Date

Forth 21N18 (Rev 1-2002) SW FE04675F 2

Forth 28eb(Rev 1- 2002) Page 2

7 Notices and communications . Original notices and other wntten communications will be sent to you and a copy to the first represenfatrve listed on line 2 unless you check one or more of the boxes below

a If you want the first representative listed on line 2 to receive the original, and yourself a copy, of such notices or communications, check this box I. El

b If you also want the second representative listed to receive a copy of such notices and communications, check this box I~ 0 e If you do not want any notices or communications sent to your representatrve(s), check this box t 8 Reterrtionlrevocation of prior power(s) of attorney. The filing of this power of attorney automatically revokes all earlier

powers) of attorney on file with the Internal Revenue Service for the same tax matters and years or periods covered by this document If you do not want to revoke a prior power of attorney, check here I~ 0 YOU MUST ATTACH A COPY OF ANY POWER OF ATTORNEY YOU WANT TO RE3NAIN IN EFFECT

9 Signature of taxpayeMs) . If a tax matter concerns a point return, both husband and wife must sign if point representation is requested, otherwise, see the instructions If signed by a corporate officer, partner, guardian, tax matters partner, executor, receiver, administrator, or trustee an behalf of the taxpayer, I certify that I have the authority to execute this forth on behalf of the taxpayer

Signature Date

Print Name

Signature Date

Print Name

xJ ~ f~m~ncwk~ov(; hA-),tGG Title (if applicable)

Designation - Insert Jurisdiction (state) or above letter la-hl I Enrollment Card Nil

B I OHIO / IKYU_u1- I/I~ - `~--~J`~x- ~

O 03

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FORM 3115 SCHEDULE A ATTACHMENT

EM M(2000) NATIONAL. CO IINI 'L OF JEWISH WOMEN-CS 34-07e-"" 651 pale s

part W Balance Sheets (See Speafic Instructions on page 23 .)

Nom: Where required . attached schedule and amounts wahm the description (A) column should be for cWO eerr amounts o a( err End of err

a case-nonw,terese-trafv,y 72 , 508 is 120 , 150 46 Savings and temporary cash investments 83 , 889 4s 76 , 345

4r2 Accounts receivable 47a b Less: allowance for doubtful accounts; ' . Qb !7e

r8a pledges receivable .8a b Lesm, allowance for doubtful accounts 4&b 43C

49 Granter reten2ble 19 50 Recarabld from officers, directors, trustees. and key employees

A (attach schedule) so s 51a Other notes and bane receivable (attach e schedule) 57a e b Las: allowance !or doubtful accounts 51 b Sic t 52 Inventories far sale err use n s A Prepaid expenses and defined charges 53

sa Investments-sewriuea SEE STTNT 8 . 0 case j Fnev 2 , 175 , 899 54 2 . 096 . 609 ssa Invnd. buildings, and --

`~ b Less -nhted depreciation (attach ,

schedule) 55b SSe se trrvesanenn-other (atpcnsaieduk) . _ SEE STMT 9 4 , 531 5s 4 , 531 57a Land. hui7dlrnp, and equipment basis 1 57,

b Less: accumulated depreciation (attach schedule) 57h 57e

58 Other assets (describe " . . ) 58

ss row assets (add lines as through sa must al me 74) 2 336 827 ss 2 , 297 , 635 60 Accounts payable and accrued menses . . . 80 61 Grants payable 61

a 62 Deferred revenue 62 63 Loans from afters, dracUOn. trustees . and key employees (allach

schedule) 63 1 . . I "a Tax-exempt bond liaibilides; (attach schedule) M&

b Mortgages and other note payable (attach schedule) 64b 65 Other OabVAlee (describe 1 ) 63 e

s se roraJ liabilities (add ones so n s 0 se 0 organizations that follow SFAS 777, check here Is, and complete knes

67 through fig and lines 73 and 7<. -- NF 87 unrestricted 209 , 316 s7 124 , 658 °° 68 Temporarily restricted e d ss Permanently restricted 459 , 881 ss 371 , 618

A O'gantatlons that do not fallow SFAS 117, cheek hue " 0 and S 8 complete lines 70 through 74

ro capdal crux truia principal, or current kinds r Paxl-m or capital surplus, or land . building. and equipment fund 71 n Reduned earnings . endowment accumulated income, or other funds 1 72 TS Total net assets or fund balances (add fines 67 through 69 OR Bras

70 through 72 column (A) must equal line 19 and column (8) must equal line 21) 2 , 336 , 827 77' 2 . 297 , 635

Form 990 a available for public inspection and . for sane people, serves as the prmwY or sole source of information about a particular o'qanumuon. How the public perceives an organ¢auon m suds cases may be determined by the n(ormadon presented

and fully deaa~bes, n Part III, the arqan~UOn'S on its mNm. Therefore . please make M program and axamW~thments ~~" `

~~~~°

oM

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Farm 8868 (12-2000)

foA 8868 (12 .2000) Page 2

0 If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II and check thin box Note OrIty complete Part II M you have already been wanted an automatic 3-month extension on a previously flied Form 9888

Type or Name of Exempt Organization Employer identification number

print NATIONAL COUNCIL OF JEWISH WOMEN-CS 34-0714 6 51 File Number, street, and room or wife no Ii a P O box, see Instructions . For IRS use only

26055 EMERY ROAD NO . UNIT L ~sw City, town or post office, state, and ZIP code For a foreign address, see Instructions " CLEVELAND , OH 44128 Cheek type o1 return to be filed File a separate application for earn return) ETO Form 990 D Form 990 ¢ 0 Form 9947 (sec 401(x) or 4080 trust) D Form 1041 ~A D Form 5227 D Form 8870 0 Form 99118L 0 Form 990~PF C:1 Form 99aT (bust other than above) E::] Form 4720 El Form 6069

STOP: Do not complete Part II M you were not already wanted an automatic 3-month extension on a previously filed Form 8888 .

" If the organization does not have an office or place of business In the Untied States, check this box 1 0 " If this Is for a Group Return, enter the organization's four digit Group Exemption Number (GEM . If thin o for the whole group, cheat this box Do. D If k v for part of the group, check this box 1 0 end attach a list with the names and EINs of all members the extension is for

a 1 request an additional 3-month extension of time until MAY 15, 2003 5 For calendar year_. or other tax year beginning ~JUL 1 1 2001 end ending JIJN 3 0 2 0 0 2 8 If fhb tax year n for less than 12 months, cheek reason. U Inttial return '=Final return Change In accounting penal 7 State In decal why you need the extension

ADDITIONAL TIME IS REQUESTED TO COMPILE INFORMATION REQUIRED TO FILE A COMPLETE AND ACCURATE TAX RETURN .

Ba Ii this application Is for Form 990-Bt. 99aPF, 99PT, 4720, a 6069, enter the tentative tax, less any nonrefundable credits See instructions $

b It this application is for Form 9JPPF, 99o-T, 4720, or 6069, enter any refundable credits and esifirnated tax payments made Include shy poor year overpayment allowed as d credit and any amount paid Previously with Form 8868 $

c Balance Due. Subtract line Bb horn line Ba Include your payment with thLs forrr4 or, d required . deposit with FTD coupon or, M required, by using EFTPS (Electronic Federal Tax Payment System) See instructions $ N/A

Signature end Verification Under penalLes of perjury, I declare mat I have examined this loan, including accompanying schedules and statements, and to the best of my knowledge and ballet, K Is true, coned, and complete, and that I am authorized N prepare this loan

?~/1~i~0,3 Sianawre " ,Z,�.ea,i Lll ,C .,~/(~llue t CPA Gate 10, -~- J Not" to Applicant - To Be Completed by the IRS LJ We have approved this application Please attach fhb forth to the orgainlZatlon'3 return D We have not approved this application. However, we have granted a 1G-day grace pared horn the later of the date shown below or the due

date of the organization's rMUm (including any prior extensions) This grace penal is considered to be a valid extension at time for elections otherwise required to be made on a timely reLrm Please attadi this forth to the organization's return

0 We have not approved this application Agar convdennp the reasons stated In item 7C1,.wq~~q(g~t,~qYfaseuea!!or an extension of time to

~ I CIVJIUIV h~l't'ItIJ V ~u file We are not granting the 10-day grace period We cannot consider this application because d was filed after we due date of the return for wheh an en eras requested .

E --]Other F E B 2 ~20 0.~

~Q7pA WEISKOPF, FIELD BY: DIRECTOR Director

Akm~ate Mailing Addiresa - Enter the address d you gait the copy of this application for an additional 3-month extension returned to an address different than the one entered above

Name

Type I Number and street Include aorta, roam, or apt no / Or a P 0 box number or print 2 q175 CHLf7RTN AT .VTI_

City or town, province or state, and country (including postal or ZIP code)

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Application for Extension of Time To File an Exempt Organization Return

Form 8868 (December 2000) oeprunne al N. inwy Intrmd ftwnu.Swci

OMB No 154&1709

File a for each return

J0. M 0 If you are filing for en Automatic 3-Month Extension, complete only Part I end check this box

Under penalties al penury, I declare that I have examined this form, Including accompanying schedules and statements, and to the but of my knowledge end hailer, n Is true, eortee4 and complete, and that I am auth or¢ed to prepare this form.

Farm 8865 (12.2000) Instruction

11331112 787433 34-0714651 2001 .06030 NATIONAL COUNCIL OF JEWISH 34-07101

r

a If you ere tiling for an Additional (not automatic) 3-Month Extension, complete only Part II (on page 2 of this form) Note- Do not complete Pert II unless you have already been granted an automatic 3-month extension on a previously filed Form 8888,

Part [ Automatic 3-Month Extension of Time - Only submit original (no copies needed

Note : Form 990-7 corporations iequeshng en automatic 6-month extension - Check this box end complete Part I only J0. F-1 AU other caiporahona (including, Form 990-C Mars) must use Form 7004 to request en extension al 6me to file income tax returns Partnership; REMICa end trusts must use Form 8 736 to request en extension of tune to rile Form 7065, 1066, or 7047

Type or Name of Exempt Organization Employer Identification number print

NATIONAL COUNCIL OF JEWISH WOMEN-CS 34-0714651

au atho u v Number, street, end room or suite no It e IF 0 box, see Instructions

"'"g yaw 26055 EMERY ROAD N0 . UNIT L nte.n s.. insweuni City, tam a past office, state, end DP code For a foreign address, see Instructions

CLEVELAND OH 44128

Check type of return to be flied (file s separate application fog each return)

Form 990 ~ Form 99PT (corporation) 0 Form 4720 Form 990 BL 0 Form 990.7 (sec 401(e) w 408(a) Wet) ~ Form 5227

0 Forth 990 Q D Forth 990~T (trust other than above) ~ Form 6069 Farm 990-PF D Forth 1041,A 0 Farm 8870

" M the organization does not have en olflce a pleas W business In the United States, check this box " n thLV Is for a troop Return, enter the organization's four dlgtt group Exemption Number (OEM II tfJa b for the whole group, check this box 1 = M It b for part of the group, check this box 1 = end attach a list with the names and EIt1v of all members the extension will cover

7 I request en automatic 3-month (8-month, for 990-T corporation) extension o1 time until FEBRUARY 18, 2 003 to Me the exempt organization return for the organization named above The extension la for the organization'3 return for 10 calendar year or 11- CK tax you beginning . JUL 1 . 2 001 , end ending JUN 30 , 2002

2 M this tax year Is for less then 12 month, check reason. 0 Initial return D Fine! return D Change In accounting period

9a M this application V for Farm 990-BL, 9JaPF, 990-7, 4720, a 6069, enter the tentative tax lees arty nonrefundable credits Sao Instructions

b If this application is for Forth 990.PF or 990-7, enter any refundable credits and estimated tax payments made Include any prior yeas overpayment allowed as a credit

e Balance Dug. Subtract line 3b horn Me 3s Include your payment with this forth, a, M required, deposit with FTD coupon a, n required, by using EF7PS (Electronic Federal Tax Payment System) See Instructions $ N/A

Signature and VerffleaUon

lHA Far

iii or ,e-o,