Form 990 for tax year 2025
Filed by JEWISH FEDERATION OF THE BERKSHIRES INC.
Totals
- Total revenue
- $2,211,675
- Total expenses
- $2,073,861
- Contributions and grants received
- $1,997,999
- Grants paid
- $911,179
- Program service revenue
- $132,990
- Investment income
- $80,686
- Other revenue
- $0
- Total assets, end of year
- $5,384,509
- Total liabilities, end of year
- $211,873
- Net assets or fund balances, end of year
- $5,172,636
- Program services expenses (Part IX)
- $1,671,791
- Management and general expenses
- $133,215
- Fundraising expenses
- $268,855
- Program service expenses (Part III)
- $1,671,791
Program services were 80.6% 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
$1,997,999
-
2a · Program service revenue: PROGRAM FEES
total $132,990 · related or exempt $132,990
-
3 · Investment income
total $77,253 · excluded $77,253
-
7a · Gross sales of assets other than inventory
securities $3,433
-
7c · Gain or loss
securities $3,433
-
7d · Net gain or loss
total $3,433 · excluded $3,433
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $911,179 · program services $911,179
-
7 · Other salaries and wages
total $577,596 · program services $384,734 · management and general $29,332 · fundraising $163,530
-
10 · Payroll taxes
total $45,292 · program services $30,254 · management and general $2,308 · fundraising $12,730
-
11c · Fees: accounting
total $49,182 · program services $14,355 · management and general $15,536 · fundraising $19,291
-
11f · Fees: investment management
total $20,826 · management and general $20,826
-
11g · Fees: other
total $110,817 · program services $69,702 · management and general $35,591 · fundraising $5,524
-
13 · Office expenses
total $8,652 · program services $4,074 · management and general $2,926 · fundraising $1,652
-
14 · Information technology
total $3,541 · management and general $2,341 · fundraising $1,200
-
16 · Occupancy
total $65,863 · program services $51,238 · management and general $6,500 · fundraising $8,125
-
17 · Travel
total $9,775 · program services $1,746 · management and general $3,480 · fundraising $4,549
-
19 · Conferences, conventions and meetings
total $9,048 · management and general $7,634 · fundraising $1,414
-
22 · Depreciation, depletion and amortization
total $3,741 · program services $2,593 · management and general $227 · fundraising $921
-
23 · Insurance
total $9,076 · program services $5,992 · management and general $1,277 · fundraising $1,807
-
24a · Other expenses: PROGRAM SUPPLIES AND OTHE
total $140,256 · program services $125,304 · management and general $1,172 · fundraising $13,780
-
24b · Other expenses: CAMPAIGN & CAJL EXPENSES
total $31,074 · program services $28,589 · fundraising $2,485
-
24c · Other expenses: PRINTING AND GRAPHICS
total $24,824 · program services $17,276 · fundraising $7,548
-
24d · Other expenses: POSTAGE
total $22,810 · program services $13,230 · management and general $2,281 · fundraising $7,299
-
24e · All other expenses
total $30,309 · program services $11,525 · management and general $1,784 · fundraising $17,000
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $507,458 · end of year $550,583
-
2 · Savings and temporary cash investments
beginning of year $1,163,457 · end of year $1,196,245
-
3 · Pledges and grants receivable
beginning of year $90,705 · end of year $62,697
-
4 · Accounts receivable
beginning of year $2,348 · end of year $1,581
-
7 · Other notes and loans receivable
beginning of year $2,008 · end of year $340
-
9 · Prepaid expenses and deferred charges
beginning of year $7,474 · end of year $8,442
-
10a · Land, buildings and equipment: cost or other basis
$95,446
-
10b · Land, buildings and equipment: accumulated depreciation
$89,847
-
10c · Land, buildings and equipment, net
beginning of year $9,340 · end of year $5,599
-
11 · Investments: publicly traded securities
beginning of year $2,946,967 · end of year $3,345,295
-
15 · Other assets
beginning of year $235,068 · end of year $213,727
-
17 · Accounts payable and accrued expenses
beginning of year $63,186 · end of year $91,222
-
19 · Deferred revenue
beginning of year $5,229 · end of year $6,448
-
25 · Other liabilities
beginning of year $144,431 · end of year $114,203
-
27 · Net assets without donor restrictions
beginning of year $2,490,239 · end of year $2,699,142
-
28 · Net assets with donor restrictions
beginning of year $2,261,740 · end of year $2,473,494
Mission and programs · 2025
Mission
THE JEWISH FEDERATION OF THE BERKSHIRES CARES FOR THOSE IN NEED AND NURTURES AND SUSTAINS THE JEWISH COMMUNITY LOCALLY, IN ISRAEL AND AROUND THE WORLD TODAY AND FOR FUTURE GENERATIONS.
-
THE FEDERATION ALLOCATES FUNDS TO ITS AFFILIATE ORGANIZATIONS, OVERSEES NEEDS AND OTHER INITIATIVES AND ORGANIZATIONS IT DEEMS APPROPRIATE. DURING 2024, THE FEDERATION PRODUCED 126 EDUCATIONAL, CULTURAL, FAMILY, AND HOLIDAY PROGRAMS FOR THE COMMUNITY WITH OVER 6,600 ATTENDEES AND ENGAGED OVER 200 VOLUNTEERS. THE FEDERATION RECEIVED DONATIONS FROM OVER 1,100 DONORS AND ASSISTED NUMEROUS ORGANIZATIONS. CAMP AND ISRAEL TRAVEL SCHOLARSHIPS WERE AWARDED TO COVER 40 CHILDREN AND TEENS.
Expenses $679,099 · Grants $679,099
-
THE BERKSHIRE JEWISH VOICE NEWSPAPER UNITES THE COMMUNITY AND BROADENS SPIRITUAL, POLITICAL AND CULTURAL UNDERSTANDING THROUGH A MIX OF NEWS, EVENTS, OPINION AND DISCUSSION. THE FEDERATION PUBLISHED 9 EDITIONS AND DISTRIBUTED APPROXIMATLY 22,500 COPIES. THE FEDERATION ALSO DISTRIBUTED APPROXIMATELY 4,000 COPIES OF THE BERKSHIRE JEWISH SUMMER GUIDE, A SUPPLEMENT OF THE BERKSHIRE JEWISH VOICE.
Revenue $111,492
-
THE OLDER ADULT KOSHER HOT MEAL PROGRAM PROVIDES NUTRITIOUS MEALS, COMPANIONSHIP AND EDUCATIONAL STIMULATION FOR SENIORS AND THE HOMEBOUND EACH YEAR. THE PROGRAM INCLUDES KOSHER MEALS ON WHEELS DELIVERED, IN-PERSON COMMUNITY MEALS AND HOLIDAY CARE PACKAGES. THE FEDERATION PROVIDED APPROXIMATELY 3,600 MEALS AND 500 CARE PACKAGES FOR OLDER ADULTS.
Expenses $107,417 · Revenue $21,498
-
THE JEWISH FEDERATION PROVIDES VARIOUS OTHER PROGRAMS AND SERVICES TO THE LOCAL JEWISH COMMUNITY INCLUDING SOCIAL SERVICES, EMERGENCY ASSISTANCE, JEWISH PROGRAMMING, COMMUNITY RELATIONS, THE BERKSHIRE B'NAI TZEDEK YOUTH FOUNDATION, VOLUNTEER PROGRAMS AND THE WOMEN'S FOUNDATION PROGRAMS.
Expenses $885,275 · Grants $232,080
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Arlene SchiffARLENE SCHIFF
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Natalie MatusNATALIE MATUS
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Judy UsowJUDY USOW
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Elisa Spungen BildnerELISA SPUNGEN BILDNER
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Josh CutlerJOSH CUTLER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie Ilberg LammSTEPHANIE ILBERG LAMM
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Elisa Schindler-FrankelELISA SCHINDLER-FRANKEL
IMMEDIATE PA
- Total calculated
- $0
- Hours/week
- 1
-
Ann FalchukANN FALCHUK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathy FrakerKATHY FRAKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ken FishmanKEN FISHMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jane GlaserJANE GLASER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jodie GordonJODIE GORDON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Leslie KozupskyLESLIE KOZUPSKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stuart MastersSTUART MASTERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gail OrensteinGAIL ORENSTEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tom SawyerTOM SAWYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa ReznikLISA REZNIK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael WassermanMICHAEL WASSERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Audrey WeinerAUDREY WEINER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amy BlumkinAMY BLUMKIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca Cook-DubinREBECCA COOK-DUBIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Beryl JollyBERYL JOLLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Hank MaiminHANK MAIMIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Liz MillerLIZ MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David WeinerDAVID WEINER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jen SaconJEN SACON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dara KaufmanDARA KAUFMAN
EXECUTIVE DI
- Total calculated
- $168,085
- From this org
- $168,085
- From related orgs
- $0
- Other
- $0
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $162,000
- Bonus
- $6,085
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $168,085
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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
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
-
JEWISH FEDERATIONS OF NORTH AMERICA
$369,683
ASSIST NEEDY JEWS AN
-
$37,000
PROMOTE JEWISH EDUCA
-
$35,000
SUPPORT CAMP SCHOLAR
-
CONGREGATION KNESSET ISRAEL
$32,000
PROMOTE JEWISH EDUCA
-
$18,000
PROMOTE JEWISH EDUCA
-
$15,000
SUPPORT JEWISH IDENT
-
CHANGEMAKERS FOR GOOD LLC
$12,000
SUPPORT EDUCATION
-
JEWISH FEDERATION OF LOS ANGELES
$10,000
SUPPORT LA WILDFIRE
-
AMERICAN FRIENDS OF MEIR PANIM
$10,000
HELP NEEDY JEWS
-
$8,333
SUPPORT JEWISH CAMP
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 21 May 2026
- IRS schema version
- 2025v4.0
- Source object
- 202621779349300912
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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