Conflict of Interest Policy and Form 990 Disclosure Statement

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Jewish Federation of Detroit
United Jewish Foundation

Name*
Prefix First Last
Email*
Conflict of Interest Disclosure. To the best of your knowledge, during the period from June 1, 2025 to present, were you, or a family member, or a related entity involved in any activity or outside interest which may conflict with the best interests of the Jewish Federation of Detroit and United Jewish Foundation (JFD/UJF)?
Does a conflict exist?*
- Yes
- No
If yes, please briefly describe the nature of activity or interest (please be specific):*
Amount of annual transactions with JFD/UJF as described above*
Family Relationship. To the best of your knowledge, during the period from June 1, 2025 to present, were you or a family member related to another Key Individual? (For example, was your spouse, child, or other family member also a Board member?)
Does family relationship exist?*
- Yes
- No
If yes, please indicate the name(s) and briefly describe the nature of the relationship(s).*
Employment or Contractual Relationship. To the best of your knowledge, during the period from June 1, 2025 to present, did you, any family member, or any 35% Controlled Entity have a direct employment or contractual relationship with any Key Individual? (For example, did you provide professional services through a 35% owned entity to another Board member?) Note that you may exclude relationships in the ordinary course of business, and privileged relationships based on the definition attached.
Do employment or contractual relationship exist?*
- Yes
- No
If yes, please briefly describe the nature of the relationship(s) and the other Key Individual(s) who are involved.*
Common Ownership. To the best of your knowledge, during the period from June 1, 2025 to present, did you or any family member have an ownership interest in a 35% Controlled Entity with any Key Individual? (For example, do you and another Board member together own a 35% interest in another entity?)
Does common ownership exist?*
- Yes
- No
If yes, please briefly describe the nature of the relationship(s) and the other Key Individual(s) who are involved.
Click here to review the Conflict of Interest Policy of the Jewish Federation of Detroit and United Jewish Foundation
JEWISH FEDERATION OF DETROIT UNITED JEWISH FOUNDATION CONFLICT OF INTEREST POLICY
The leadership of the Jewish Federation of Detroit and United Jewish Foundation (“JFD/UJF”) believes in an ethic of avoiding situations in which Board members, officers, or the executive management team (collectively referred to herein as “Leadership Team Members”) may unduly influence or show favoritism in their decision-making process. (Click here for a current listing of the executive management team.) JFD/UJF depends upon Leadership Team Members who give of their time for the benefit of the organizations and recognizes that, because of the varied interests and involvement, this service may at certain times result in situations involving real or apparent conflicts of interest.

A potential conflict of interest situation may arise where Leadership Team Members have a direct or indirect financial interest, or appear to have a financial interest, in the transaction. This includes, but is not limited to, providing professional or other services or products in the normal course of business to JFD/UJF.

Leadership Team Members shall not use their positions or knowledge gained therefrom, directly or indirectly, to cause a conflict to arise between JFD/UJF and:
- The Leadership Team Members’ personal interests
- The personal interest of a spouse or other family member of Leadership Team Members (“Family Members”)
- The interest of any corporation, partnership, proprietorship, firm, association or other entity in which the Leadership Team Member or Family Member is a director, trustee, officer or employee with significant administrative responsibilities, and in which the person has a financial interest as a shareholder, partner or owner (“Related Entities”). There is no conflict merely by reason of affiliation with an organization receiving grants or allocations from JFD/UJF and involving no personal or Family Member financial interest.
Believing that service should not be rendered impossible solely by reason of these conflicts, JFD/UJF hereby adopts a policy of requiring full disclosure of any such interests and noninvolvement by Leadership Team Members in any decision in which a potential or actual conflict is involved, as follows:
- The Leadership Team Member shall disclose, in writing, the relationship or interest to the Chairperson of any Committee acting on a contract or transaction, prior to discussion or action, with a copy to the JFD President and Chief Executive Officer.
- Each member of the Executive Management Team shall disclose, in writing to the Chief Executive Officer, with a copy to the President, any possible or actual conflict of interest relating to such person and/or any Family Member.
The Leadership Team Member having the conflict shall not participate in any stage of the discussions, deliberations or decisions regarding the matter. In addition, any JFD/UJF Committee Member having a conflict shall not be allowed to vote on any procurement issues brought to that Committee. The minutes of the meeting shall reflect the conflict disclosure was made, the vote taken and, where applicable, the abstention from voting and participation of the Leadership Team Member.

A Conflict of Interest Policy and Disclosure Statement shall be furnished annually to each Leadership Team Member following the Annual Meeting. Any new Leadership Team Members shall be provided with a copy of the policy upon commencement of their position.

Disclosure
Leadership Team Members shall annually file a Conflict of Interest Disclosure Statement with the JFD/UJF Audit Committee Chairperson, disclosing any conflict situations.

The Audit Committee shall review the annual Conflict of Interest Disclosure Statements and address any potential conflicts.

If you have any questions, please email Becky Stasch or call her at (248) 203-1521.

Thank you for your timely response. As always, we appreciate your participation.
2024-25 Jewish Federation of Detroit United Jewish Foundation Executive Management Team
Dorothy Benyas
Ted Cohen
Lisa Cutler
Jennifer Forest
Steven Ingber
David Kurzman
Jennifer Levine
Brian Rothenberg
Becky Stasch
Julie Tepperman
Rabbi Ari Witkin
Joseph Zammitta
I have read the Conflict of Interest Policy of the Jewish Federation of Detroit and United Jewish Foundation and agree to comply therewith.*
- I have read the Conflict of Interest Policy of the Jewish Federation of Detroit and United Jewish Foundation and agree to comply therewith.

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JEWISH FEDERATION OF METROPOLITAN DETROIT
UNITED JEWISH FOUNDATION
CONFLICT OF INTEREST POLICY

» Complete Conflict of Interest and Form 990 Disclosure Statement
The leadership of the Jewish Federation of Detroit and United Jewish Foundation (“JFMD/UJF”) believes in an ethic of avoiding situations in which Board members, officers, or the Executive Management Team (collectively referred to herein as “Key Individuals”) may unduly influence or show favoritism in their decision-making process. (See Attachment I for a current listing of the Executive Management Team.) (Key Individuals.) JFMD/UJF depends upon Key Individuals who give of their time for the benefit of the organizations and recognizes that, because of the varied interests and involvement, this service may at certain times result in situations involving real or apparent conflicts of interest.

A potential conflict of interest situation may arise where Key Individuals have a direct or indirect financial interest, or appear to have a financial interest, in the transaction. This includes, but is not limited to, providing professional or other services or products in the normal course of business to JFMD/UJF.

Key Individuals shall not use their positions or knowledge gained therefrom, directly or indirectly, to cause a conflict to arise between JFMD/UJF and:

The Key Individuals’ personal interests
The personal interest of a spouse or other family member of key individuals (“Family Members”)
The interest of any corporation, partnership, proprietorship, firm, association or other entity in which the Key Individual or Family Member is a director, trustee, officer or employee with significant administrative responsibilities, and in which the person has a financial interest as a shareholder, partner or owner (“Related Entities”). There is no conflict merely by reason of affiliation with an organization receiving grants or allocations from JFMD/UJF and involving no personal or Family Member financial interest.

Believing that service should not be rendered impossible solely by reason of these conflicts, JFMD/UJF hereby adopts a policy of requiring full disclosure of any such interests and non-involvement by Key Individuals in any decision in which a potential or actual conflict is involved, as follows:

The Key Individual shall disclose, in writing, the relationship or interest to the Chairman of any Committee acting on a contract or transaction, prior to discussion or action, with a copy to the JFMD President and Chief Executive Officer.
Each member of the Executive Management Team shall disclose, in writing to the Chief Executive Officer, with a copy to the President, any possible or actual conflict of interest relating to such person and/or any Family Member.

The Key Individual having the conflict shall not participate in any stage of the discussions, deliberations or decisions regarding the matter. In addition, any JFMD/UJF Committee Member having a conflict shall not be allowed to vote on any procurement issues brought to that Committee. The minutes of the meeting shall reflect the conflict disclosure was made, the vote taken and, where applicable, the abstention from voting and participation of the Key Individual.

A Conflict of Interest Policy and Disclosure Statement shall be furnished annually to each Key Individual following the Annual Meeting. Any new Key Individuals shall be provided with a copy of the policy upon commencement of their position.

Disclosure

Key Individuals shall annually file a Conflict of Interest Disclosure Statement with the JFMD/UJF Audit Committee Chairman, disclosing any conflict situations.

The Audit Committee shall review the annual Conflict of Interest Disclosure Statements and address any potential conflicts.

» Complete Conflict of Interest and Form 990 Disclosure Statement

If you have any questions, please eMail Becky Stasch or call her at (248) 203-1521.

Thank you for your timely response. As always, we appreciate your participation.

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Conflict of Interest Policy and Form 990 Disclosure Statement

Jewish Federation of Detroit
United Jewish Foundation

JEWISH FEDERATION OF DETROIT UNITED JEWISH FOUNDATION CONFLICT OF INTEREST POLICY

JEWISH FEDERATION OF METROPOLITAN DETROIT
UNITED JEWISH FOUNDATION
CONFLICT OF INTEREST POLICY

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Conflict of Interest Policy and Form 990 Disclosure Statement

Jewish Federation of Detroit United Jewish Foundation

JEWISH FEDERATION OF DETROIT UNITED JEWISH FOUNDATION CONFLICT OF INTEREST POLICY

JEWISH FEDERATION OF METROPOLITAN DETROIT UNITED JEWISH FOUNDATION CONFLICT OF INTEREST POLICY

You Matter.

The help we provide to the Jewish community in Detroit, in Israel and around the world is not possible without your support. Choose your level of impact…

Jewish Federation of Detroit
United Jewish Foundation

JEWISH FEDERATION OF METROPOLITAN DETROIT
UNITED JEWISH FOUNDATION
CONFLICT OF INTEREST POLICY