Totals
- Total revenue
- $44,198
- Total expenses
- $67,423
- Contributions and grants received
- $0
- Grants paid
- $67,423
- Program service revenue
- $0
- Investment income
- $44,198
- Other revenue
- $0
- Total assets, end of year
- $1,110,684
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,110,684
- Program services expenses (Part IX)
- $67,423
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $67,423
Program services were 100.0% 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.
-
3 · Investment income
total $35,868 · related or exempt $35,868
-
7a · Gross sales of assets other than inventory
securities $103,376
-
7b · Less cost or other basis and sales expenses
securities $95,046
-
7c · Gain or loss
securities $8,330
-
7d · Net gain or loss
total $8,330 · related or exempt $8,330
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $67,423 · program services $67,423
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $17,923 · end of year $12,190
-
12 · Investments: other securities
beginning of year $1,024,168 · end of year $1,098,270
-
15 · Other assets
beginning of year $0 · end of year $224
-
29 · Capital stock, trust principal or current funds
beginning of year $1,042,091 · end of year $1,110,684
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $0 · end of year $0
Mission and programs · 2023
Mission
To financially support organizations assisting with the Jewish and general communities.
Activities or mission (Part I)
The Ruttenberg Family Foundation is dedicated to nurturing and promoting Jewish life in Birmingham, nationally, in Israel and throughout the world; is involved in building a better Birmingham through alliances and partnerships with other community groups, and is committed to helping all people in need in times of crisis.
-
Grants provided to Birmingham Jewish Federation (BJF) in order to support its continued growth. BJF serves 27 agencies and programs in Birmingham, nationally, in Israel and throughout the world.
Expenses $5,904 · Grants $5,904
-
Grants provided to Collat Jewish Family Services (CJFS) in order to support its continued growth. CJFS serves anyone in need through direct financial help, counseling and assistance accessing community resources.
Expenses $15,069 · Grants $15,069
-
Grants provided to N. E. Miles Jewish Day School in order to support its continued growth. NEMJDS is a remarkable place of learning where children can grow into the best version of themselves. The program imbues young people with a love of learning, a love of self, a love of community, and a love of Jewish values and traditions.
Expenses $18,599 · Grants $18,599
-
Expenses $27,851 · Grants $27,851
As filed on the 2023 return.
Listed in Part VII
-
David Romanoff
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Scott Gewant
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Amy Saag
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Jodi Benck
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Ginger Held
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Pamela Ruttenberg
President
- Total calculated
- $0
- Hours/week
- 0.5
-
Ronald Froehlich
Vice President
- Total calculated
- $0
- Hours/week
- 0.5
-
Sally Friedman
Secretary
- Total calculated
- $136,487
- From this org
- $0
- From related orgs
- $113,226
- Other
- $23,261
- Hours/week
- 2.5
-
Harry Bayer
Treasurer
- Total calculated
- $0
- Hours/week
- 0.5
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.
Grants on this return
-
N E Miles Jewish Day School
$18,598
Grant provided to N. E. Miles Jewish Day School in order to support its continued quality. This community day school currently services 45 children.
-
$15,068
Grant provided to Collat Jewish Family Services (CJFS) in order to support its continued growth. CJFS serves anyone in need through direct financial help, counseling and assistance accessing community resources.
-
Grant provided to UAB Comprehensive Cancer Center in order to support cancer research.
-
American Cancer Society Hope Gala
$7,500
Grant provided to American Cancer Society in order to support its mission.
-
Children's of Alabama
$5,939
Grant provided to Children's of Alabama in order to support its mission.
-
$5,904
Grant provided to Birmingham Jewish Federation (BJF) in order to support its continued growth. BJF serves 27 agencies and programs in Birmingham, nationally, in Israel and throughout the world.
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.
-
501(c)(3) · See Schedule O · AL
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 5 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413209349311981
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