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Nonprofiteer
← THE JILL FOX MEMORIAL FUND INC

Form 990 for tax year 2023

Filed by THE JILL FOX MEMORIAL FUND INC.

Totals

Total revenue
$364,083
Total expenses
$838,290
Contributions and grants received
$525
Grants paid
$677,667
Program service revenue
$0
Investment income
$363,558
Other revenue
$0
Total assets, end of year
$2,624,808
Total liabilities, end of year
$47,893
Net assets or fund balances, end of year
$2,576,915
Program services expenses (Part IX)
$786,949
Management and general expenses
$51,341
Fundraising expenses
$0
Program service expenses (Part III)
$786,949

Program services were 93.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $525

  • 3 · Investment income

    total $77,191 · excluded $77,191

  • 7a · Gross sales of assets other than inventory

    securities $1,077,926

  • 7b · Less cost or other basis and sales expenses

    securities $791,559

  • 7c · Gain or loss

    securities $286,367

  • 7d · Net gain or loss

    total $286,367 · excluded $286,367

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $677,667 · program services $677,667

  • 5 · Compensation of officers, directors and key employees

    total $126,500 · program services $101,585 · management and general $24,915

  • 11f · Fees: investment management

    total $25,427 · management and general $25,427

  • 13 · Office expenses

    total $787 · management and general $787

  • 23 · Insurance

    total $212 · management and general $212

  • 24e · All other expenses

    total $7,697 · program services $7,697

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $265,921 · end of year $51,347

  • 11 · Investments: publicly traded securities

    beginning of year $2,803,830 · end of year $2,573,461

  • 17 · Accounts payable and accrued expenses

    end of year $10,704

  • 25 · Other liabilities

    beginning of year $0 · end of year $37,189

  • 27 · Net assets without donor restrictions

    beginning of year $3,069,751 · end of year $2,576,915

Mission and programs · 2023

Mission

SEE SCHEDULE OTHE FOUNDATION PROVIDES GRANTS FOR INDIVIDUALS WITH UNMET HEALTHCARE NEEDS NOT PAID FOR BY MEDICAL ASSISTANCE, GOVERNMENT, AGENCIES, HEALTH ASSOCIATIONS, OR PUBLIC OR PERSONAL RESOURCES.

Activities or mission (Part I)

TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC.

  • GRANT TO THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC WHICH WORKS TO PRESERVE AND ENHANCE JEWISH LIFE.

    Expenses $11,000 · Grants $11,000

  • PROGRAMMATIC GRANT TO PARTNER WITH FAMILIES, CHILDREN & ADULTS WITH SPECIAL HEALTH CARE NEEDS AND DISABILITIES.

    Expenses $775,949 · Grants $666,667

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Marc B Terrill

    PRESIDENT/PUBLIC DIR. UNTIL 04/2024

    Total calculated
    $1,037,930
    From this org
    $0
    From related orgs
    $843,795
    Other
    $194,135
    Hours/week
    0.15 + 39.85 related

    Schedule J breakdown matched by us

    Base
    $0 + $732,733 related
    Bonus
    $0 + $75,000 related
    Other
    $0 + $36,062 related
    Deferred
    $0 + $163,200 related
    Nontaxable benefits
    $0 + $30,935 related
    Filer's total
    $0 + $1,037,930 related

  • Toba W Grant

    EXECUTIVE DIRECTOR

    Total calculated
    $126,500
    From this org
    $126,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Andrew Cushnir

    PRESIDENT/PUBLIC DIR. AS OF 04/2024

    Total calculated
    $0
    Hours/week
    0.15 + 39.85 related

  • Shirley F Scholder

    VICE PRESIDENT AND DONOR DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Charles Goldberg

    SECRETARY AND DONOR DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • David Scholder

    TREASURER AND DONOR DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Karen L Scholder

    DONOR DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Susan Scholder Smith

    DONOR DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Jacob J Cohen

    PUBLIC DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Robb Cohen

    PUBLIC DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Lowell Herman

    PUBLIC DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Sandra G Moffet

    PUBLIC DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Dr Roberta Schulman

    PUBLIC DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
MARC TERRILL PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. THERE WERE NO AMOUNTS VESTED OR RECEIVED FROM THE PLAN DURING THE TAX YEAR. MARC TERRILL HAS A CONTRACT EXECUTED JULY 1, 2020, THE TERMS AND CONDITIONS OF THE DEFERRED COMPENSATION PLAN ARE OUTLIND IN THE CONTRACT.
PART I, LINE 3:
A RELATED ORGANIZATION, THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC., USES A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, A COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE ORGANIZATION'S PRESIDENT'S COMPENSATION.
SCHEDULE J, PART II
THE DIRECTORS OF THE JILL FOX MEMORIAL FUND, INC. RECEIVE NO COMPENSATION FOR THEIR SERVICES, HOWEVER, THREE OF THE DIRECTORS ARE EMPLOYED BY THE SUPPORTED ENTITY, THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. (THE ASSOCIATED). ALL OF THE COMPENSATION AND BENEFITS ARE PAID BY THE ASSOCIATED; NONE OF IT IS ATTRIBUTABLE TO THE SERVICE AS A DIRECTOR AND/OR OFFICER OF THE FOUNDATION. THE JILL FOX MEMORIAL FUND, INC. HAS ONE FULL-TIME EMPLOYEE. ALL COMPENSATION IS PROCESSED BY THE SUPPORTED ENTITY, THE ASSOCIATED. THE COMPENSATION COST IS REIMBURSED BY THE ASSOCIATED.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202511349349304206

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