2021-05-05T16:10:22-05:00 2020-06-30 BDO USA LLP 100 PARK AVENUE NEW YORK NY 100175001 990 2019-07-01 131624240 The Jewish Federations of North America Inc % PAMELA ZALTSMAN JEWI 2122846615 25 Broadway Suite 1700 New York NY 10004 PAM ZALTSMAN CFO 2122846958 2021-05-04 true Paul Hammerschmidt P01384178 2128858000 2019 2022-09-23 18:48:47Z ERIC FINGERHUT 25 Broadway STE 1700 New York NY 10004 267603933 false X www.jewishfederations.org X 1935 NY THE JEWISH FEDERATIONS OF NORTH AMERICA REPRESENTS 146 FEDERATIONS, 300+ NETWORK COMMUNITIES AND 30 SEPARATELY INCORPORATED JEWISH COMMUNITY FOUNDATIONS. 123 122 173 180 0 0 249638283 232199982 20128993 18327870 3464912 3223802 0 0 273232188 253751654 220615523 219312542 0 0 24082668 27189809 0 0 2549551 26035016 18718766 270733207 265221117 2498981 -11469463 283116192 273845110 160513345 166849691 122602847 106995419 X THE JEWISH FEDERATIONS OF NORTH AMERICA REPRESENTS AND SERVES 146 JEWISH FEDERATIONS, 300 INDEPENDENT NETWORK JEWISH COMMUNITIES ACROSS NORTH AMERICA AND 30 SEPARATELY INCORPORATED JEWISH COMMUNITY FOUNDATIONS. THE FEDERATION MOVEMENT PROTECTS AND ENHANCES THE WELL-BEING OF JEWS WORLDWIDE THROUGH THE VALUES OF TIKKUN OLAM (REPAIRING THE WORLD), TZEDAKAH (CHARITY AND SOCIAL JUSTICE) AND TORAH (JEWISH LEARNING). THE JEWISH FEDERATIONS OF NORTH AMERICA LEADS A CONTINENTAL FEDERATION MOVEMENT TO MOBILIZE FINANCIAL AND SOCIAL RESOURCES THROUGH PHILANTHROPIC ENDEAVORS, STRATEGIC INITIATIVES AND INTERNATIONAL AGENCIES THAT STRENGTHEN THE JEWISH PEOPLE. false false 211618369 211267868 GRANTS TO UNITED ISRAEL APPEAL, INC., THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE AND WORLD ORT. PROVIDING IMMIGRATION ANDABSORPTION SERVICES FOR JEWISH IDENTITY PROGRAMS, EDUCATIONAL AND VOCATIONAL TRAINING, RELIEF AND WELFARE PROGRAMS AROUND THE WORLD AND SOCIAL DEVELOPMENT PROGRAMS. 20627953 13266688 FUNDRAISING/INFRASTRUCTURE: JFNAS PHILANTHROPIC RESOURCES DEPARTMENT PROVIDES FUNDRAISING EXPERTISE, CONSULTING AND SUPPORT FOR JEWISH FEDERATIONS AND SMALLER NETWORK COMMUNITIES. THE DEPARTMENT DEVELOPS PROGRAMS AND NETWORKING OPPORTUNITIES FOR AFFINITY GROUPS OF DONORS, INCLUDING WOMEN AND YOUNG LEADERS, AND PROFESIONAL COHORTS RELATED TO ENDOWMENTS, LEGACY GIVING, UNRESTRICTED AND RESTRICTED GIVING. 7675608 3648709 POWER OF THE COLLECTIVE JFNA HELPS FEDERATIONS BUILD FLOURISHING JEWISH COMMUNITIES. IN THE FIELDS OF CAREGIVING, AGING, PHILANTHROPY, DISABILITY, FOREIGN POLICY, HOMELAND SECURITY AND HEALTH CARE, WE ARE THOUGHT LEADERS AND ADVOCATES. WHEN THE COVID PANDEMIC HIT WE RESPONDED. HELPING THOUSANDS OF JEWISH ORGANIZATIONS WITH FINANCIAL AND ORGANIZATIONAL PLANNING, GAIN ACCESS TO PROTECTIVE GEAR, AND SUPPORTING LOCAL FEDERATION EFFORTS TO ADDRESS HOUSING AND FOOD INSECURITY. 3061360 3061360 860700 Grants to agencies for humaitarian purposes. 799661 171391 Work with Overseas partners 4983314 4983314 U.S. Government Grant Holocaust Survivors Fund 2149227 380382 Recruiting & developing talent for Federations 10993562 8044674 1412473 250915492 true true false true false false false false false true true false false false true true false true false true true true false false false false false true false true false false false false false false true false false false false false true true true true false false true X 204 0 true 173 true false true CJ IS false false false false false false false false false false X 123 122 false false false false true true true true true false true true true true true true true true true true false AL AZ AR CA CO CT FL GA HI IL KS KY ME MD MI MN MS MO NH NJ NC ND OH OK PA RI SC TN UT VA WA WV WI X X PAMELA ZALTSMAN 2122846958 250 BROADWAY New York NY 10004 X Gerrald B Silverman President & CEO thru 9/2019 50.0 0.0 X 470699 0 48213 Mark Gurvis Executive Vice President 50.0 0.0 X 408746 0 41388 Becky Caspi Director General Israel Office 50.0 0.0 X 303387 0 77830 Eric Fingerhut President & CEO eff. 7/2019 50.0 0.0 X 293900 0 29377 Renee Rothstein Senior Vice President 50.0 0.0 X 296532 0 23846 Shari Cohen Vice President 50.0 0.0 X 275648 0 40007 William Daroff Senior Vice President 50.0 0.0 X 271771 0 37617 David Kessel Associate Vice President 50.0 0.0 X 266786 0 15106 Irit Gross Associate Vice President 50.0 0.0 X 217241 0 39186 Pamela A Zaltsman Chief Financial Officer 37.5 12.5 X 179852 59951 12110 Beth Mann Vice President 50.0 0.0 X 215366 0 26286 Kimberlee Fish Executive Director 50.0 0.0 X 209555 0 21968 Becky Porath General Counsel 50.0 0.0 X 177065 0 42714 David Mallach V-UIA/Executive VP-IEF 20.0 30.0 X 69302 103952 42211 Brian Abrahams Senior Vice President 50.0 0.0 X 186074 0 9061 Pam Kurtzman Senior Vice President 50.0 0.0 X 166024 0 6965 Mark Wilf Chair of the Board 20.0 1.0 X X 0 0 0 Jodi Schwartz Vice Chair of the Board 20.0 0.0 X X 0 0 0 Cynthia Shapira Vice Chair of Board 20.0 1.0 X X 0 0 0 David T Brown National Campaign Chair 20.0 0.0 X X 0 0 0 Harold Gernsbacher Treasurer 20.0 0.0 X X 0 0 0 Julie Platt Secretary 20.0 0.0 X X 0 0 0 Michael Abrams Trustee 1.0 0.0 X 0 0 0 Wendy Abrams Trustee 1.0 0.0 X 0 0 0 Roberta Abrams Trustee 1.0 0.0 X 0 0 0 Ari Ackerman Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Meryl Ainsman Trustee 1.0 0.0 X 0 0 0 Sari Anne Rapkin Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Sanford Antignas Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Stephen Aronson Trustee 1.0 0.0 X 0 0 0 Judith Baum Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Bradley Bell Trustee 1.0 0.0 X 0 0 0 Ariel Bentata Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Amy Berger Chafetz Trustee 1.0 0.0 X 0 0 0 Dennis Bernard Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Sarah Boden Trustee 1.0 0.0 X 0 0 0 Dena Boronkay Rashes Trustee 1.0 0.0 X 0 0 0 Merom Brachman Trustee 1.0 0.0 X 0 0 0 David Bramzon Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Deborah Brant Trustee eff. 6/2020 1.0 0.0 X 0 0 0 David J Butler Trustee 1.0 0.0 X 0 0 0 Sam Chafetz Trustee thru 6/2020 1.0 0.0 X 0 0 0 Rina Chessin Trustee thru 6/2020 1.0 0.0 X 0 0 0 Brett Cohen Trustee 1.0 0.0 X 0 0 0 Alex Cristall Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Leslie Dannin Rosenthal Trustee 1.0 0.0 X 0 0 0 J Davide Heller Trustee 1.0 0.0 X 0 0 0 Alisa Doctoroff Trustee thru 6/2020 1.0 0.0 X 0 0 0 Brian Drowos Trustee 1.0 0.0 X 0 0 0 Tina Erlich Trustee 1.0 0.0 X 0 0 0 Dori Fenenbock Trustee 1.0 0.0 X 0 0 0 Richard Fiedotin Trustee thru 6/2020 1.0 0.0 X 0 0 0 Cindy Finestone Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Isaac K Fisher Trustee 1.0 0.0 X 0 0 0 Suzette Fisher Trustee 1.0 0.0 X 0 0 0 Martine Fleishman Trustee 1.0 0.0 X 0 0 0 Michael Frankel Trustee 1.0 0.0 X 0 0 0 William Freedman Trustee thru 6/2020 1.0 0.0 X 0 0 0 Lisa Galanti Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Meryl Gallatin Trustee 1.0 0.0 X 0 0 0 Judith Galler Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Ira Gerstein Trustee 1.0 0.0 X 0 0 0 Carolyn Gitlin Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Debra Gober Trustee Through July 2019 1.0 0.0 X 0 0 0 Arthur Goldberg Trustee 1.0 0.0 X 0 0 0 Theodore Goldberg Trustee 1.0 0.0 X 0 0 0 Michael Goldberg Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Debby Goldenberg Trustee thru 6/2020 1.0 0.0 X 0 0 0 David Golder Trustee 1.0 0.0 X 0 0 0 Marilyn Goldsmith Trustee thru 6/2020 1.0 0.0 X 0 0 0 Beth Goldsmith Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Meridith Goldstein Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Stephen Gordon Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Jacy Grais Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Suzanne B Grant Trustee 1.0 0.0 X 0 0 0 Joshua Green Trustee thru 6/2020 1.0 0.0 X 0 0 0 Gerald Greiman Trustee Through November 2019 1.0 0.0 X 0 0 0 Alberto Grinspun Trustee thru 6/2020 1.0 0.0 X 0 0 0 Neil Gurvitch Trustee 1.0 0.0 X 0 0 0 Dan Guyer Trustee 1.0 0.0 X 0 0 0 James Heeger Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Alison Himel Trustee thru 6/2020 1.0 0.0 X 0 0 0 Michelle Hirsch Trustee 1.0 0.0 X 0 0 0 Dana Hirt Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Andrew S Hochberg Trustee 1.0 0.0 X 0 0 0 Andy Hodes Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Rachel Hoffer Trustee 1.0 0.0 X 0 0 0 Linda A Hurwitz Trustee thru 6/2020 1.0 0.0 X 0 0 0 Karen James Trustee Through November 2019 1.0 0.0 X 0 0 0 Sharon Janks Trustee 1.0 1.0 X 0 0 0 Cynthia Janower Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Beth Kaplan Trustee thru 6/2020 1.0 0.0 X 0 0 0 Aron Karabel Trustee 1.0 0.0 X 0 0 0 Julie Kass Trustee 1.0 0.0 X 0 0 0 Robin Kauffman Saran Trustee 1.0 0.0 X 0 0 0 Matthew Keller Trustee 1.0 0.0 X 0 0 0 Sherri Ketai Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Linda Ketover Trustee thru 6/2020 1.0 0.0 X 0 0 0 Sheryl Kimerling Trustee 1.0 0.0 X 0 0 0 David-Seth Kirshner Trustee 1.0 0.0 X 0 0 0 Amy Kline Trustee thru 6/2020 1.0 0.0 X 0 0 0 Lori Klinghoffer Trustee thru 6/2020 1.0 10.0 X 0 0 0 Simone Knego Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Rena Kopelman Trustee 1.0 0.0 X 0 0 0 Jennifer L Korach Trustee 1.0 0.0 X 0 0 0 Leslie Kramer Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Scott Krieger Trustee thru 6/2020 1.0 0.0 X 0 0 0 Jocelyn Krifcher Trustee thru 6/2020 1.0 0.0 X 0 0 0 Shelly Kupfer Trustee 1.0 0.0 X 0 0 0 Robert Lapin Trustee Began Service January 1.0 0.0 X 0 0 0 Michael Lebovitz Trustee 1.0 0.0 X 0 0 0 David Lentz Trustee thru 6/2020 1.0 0.0 X 0 0 0 Jonathan P Levitt Trustee thru 6/2020 1.0 0.0 X 0 0 0 Keith Libman Trustee 1.0 0.0 X 0 0 0 Joan Lubar Trustee 1.0 0.0 X 0 0 0 Kathy Manning Trustee 1.0 0.0 X 0 0 0 Joel Marks Trustee thru 6/2020 1.0 0.0 X 0 0 0 Adam Miller Trustee thru 6/2020 1.0 0.0 X 0 0 0 Nancy Mimoun Trustee thru 6/2020 1.0 0.0 X 0 0 0 Heidi Monkarsh Trustee 1.0 0.0 X 0 0 0 Maxine Murnick Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Gail Norry Trustee 1.0 0.0 X 0 0 0 Julie Nusbaum Trustee eff. 9/19 1.0 0.0 X 0 0 0 Marcie H Orley Trustee thru 6/2020 1.0 0.0 X 0 0 0 Ann Pava Trustee 1.0 0.0 X 0 0 0 Yakov Polatsek Trustee 1.0 0.0 X 0 0 0 Marisa Polin Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Albert Praw Trustee 1.0 0.0 X 0 0 0 Daniel Prescott Trustee 1.0 0.0 X 0 0 0 Howard Reiter Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Zoe Riekes Trustee 1.0 1.0 X 0 0 0 Sarah Rubin Trustee 1.0 0.0 X 0 0 0 David Saginaw Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Richard V Sandler Trustee 1.0 0.0 X 0 0 0 Jeffrey Scheck Trustee thru 6/2020 1.0 0.0 X 0 0 0 Jane Schiff Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Marissa Schlaifer Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Andrea Schneider Trustee 1.0 0.0 X 0 0 0 Robert Schneider Trustee eff. 7/2019 1.0 0.0 X 0 0 0 Ronna Schneider Trustee 1.0 0.0 X 0 0 0 Robert Schottenstein Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Stacey Schulman Trustee thru 6/2020 1.0 0.0 X 0 0 0 Phyllis Seaman Trustee thru 6/2020 1.0 0.0 X 0 0 0 Barry Seidman Trustee 1.0 0.0 X 0 0 0 S Stephen Selig Trustee 1.0 0.0 X 0 0 0 Brian Seymour Trustee thru 6/2020 1.0 0.0 X 0 0 0 Steven Shaffer Trustee 1.0 0.0 X 0 0 0 Nathan Shor Trustee thru 6/2020 1.0 0.0 X 0 0 0 Mark Silberman Trustee 1.0 0.0 X 0 0 0 Hope Silverman Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Arthur Slepian Trustee thru 6/2020 1.0 0.0 X 0 0 0 Dganit Slovik Trustee thru 6/2020 1.0 0.0 X 0 0 0 Jodie Sobel Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Susan Sorkin Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Jackie Sprinces Wong Trustee 1.0 0.0 X 0 0 0 Howard Stein Trustee 1.0 0.0 X 0 0 0 David Steirman Trustee 1.0 0.0 X 0 0 0 Lecia Sud Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Darren Sukonick Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Pam Szokol Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Brian Tauber Trustee thru 6/2020 1.0 0.0 X 0 0 0 Kathryn Unger Trustee 1.0 0.0 X 0 0 0 Beth Wain Brandon Trustee 1.0 0.0 X 0 0 0 Neil Wallack Trustee 1.0 0.0 X 0 0 0 Nat Wasserstein Trustee thru 6/2020 1.0 0.0 X 0 0 0 Debra Weinberg Trustee 1.0 0.0 X 0 0 0 Sanford Weiner Trustee thru 1/2020 1.0 0.0 X 0 0 0 Elliott Weinstein Trustee 1.0 0.0 X 0 0 0 Susan Weiss Firestone Trustee 1.0 1.0 X 0 0 0 Katie Whitlatch Trustee thru 10/2020 1.0 0.0 X 0 0 0 Julie Wise Oreck Trustee 1.0 1.0 X 0 0 0 Orna Wolens Trustee 1.0 0.0 X 0 0 0 Marc E Wolf Trustee 1.0 0.0 X 0 0 0 Royce Wolff Trustee 1.0 0.0 X 0 0 0 Andrea Yablon Trustee 1.0 0.0 X 0 0 0 Robert K Yass Trustee thru 6/2020 1.0 0.0 X 0 0 0 Greg Yawitz Trustee eff. 6/2020 1.0 0.0 X 0 0 0 Michael Zaransky Trustee thru 6/2020 1.0 0.0 X 0 0 0 Vicki Zell Trustee 1.0 0.0 X 0 0 0 Daniel Zelman Trustee 1.0 0.0 X 0 0 0 4007948 163903 513885 70 false true false DIPLOMAT BEACH RESORT 3555 SOUTH OCEAN DRIVE HOLLYWOOD FL 33019 MEETING SPEACE/SERV 1364821 THE BRIDGESPAN GROUP INC 2 COPLEY PLACE SUITE 3700B BOSTON MA 21165 STRATEGIC PLAN 483666 BLACKBAUD INC PO BOX 930256 ATLANTA GA 31193 DONOR MAN SYSTEM 936841 FUSION LABS INC 75 REMITTANCE DRIVE CHICAGO IL 60675 DONOR MAN SYSTEM 428398 SECOND MILE PRODUCTIONS 10531 EAST CLOVER LANE FORNEY TX 75126 MEETING EQUIPMENT 369201 5 4935010 227264972 232199982 FUNDRAISING INFRASTRUCTURE 900099 13266688 13266688 POWER OF THE COLLECTIVE 900099 3648709 3648709 DISASTER RELIEF 900099 860700 860700 ISRAEL AND OVERSEAS 900099 171391 171391 TALENT 900099 380382 380382 18327870 2060898 2060898 0 0 0 0 0 15015183 13852279 1162904 1162904 1162904 0 0 0 0 0 0 0 0 0 0 253751654 18327870 0 3223802 219109674 219109674 0 202868 202868 0 3166329 1379107 1787222 113847 113847 14507387 9689314 3447651 1370422 3402527 2092787 900993 408747 4944901 3085204 1452501 407196 1054818 625572 254846 174400 0 389092 95053 293853 186 210246 19250 190996 0 0 466295 466295 4586147 3826222 746843 13082 628501 522940 86507 19054 1336612 718290 597066 21256 0 0 4022183 3086112 930737 5334 885379 488559 284231 112589 0 2822167 2670116 134766 17285 10138 10138 0 708360 615957 92403 458659 369495 89164 MISSIONS 2194987 2194987 265221117 250915492 11756074 2549551 8030896 18309691 1808770 2453398 43550753 42680791 160765477 142819579 0 0 0 0 5493 5493 0 0 1290939 986719 10544523 7243757 3964876 3300766 46247522 54021659 17354474 9243139 0 0 0 0 96992 23875 283116192 273845110 30029662 40121189 0 0 8607130 8370024 0 0 0 0 0 0 0 0 0 0 121876553 118358478 160513345 166849691 X 49036000 29294897 73566847 77700522 122602847 106995419 283116192 273845110 X -11469463 -631711 -3506254 X false true X true true true X 261489843 238168261 233523827 249638283 232199982 1215020196 0 0 261489843 238168261 233523827 249638283 232199982 1215020196 0 1215020196 866564 939805 1363133 1362001 2060898 6592401 0 0 1221612597 98758384 0.99460 0.99580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 82689 744203 826892 264394225 265221117 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 782722 785674 748508 826892 3143796 250000 250000 250000 250000 1000000 1500000 156544 157135 74851 82689 471219 29844635 127973 945222 945222 29972608 29044635 800000 1063068 1063068 29844635 27355253 1689382 2406660 2406660 29044635 27101187 254086 3347012 3347012 27355273 26528159 573008 964000 964000 27101167 1.00000 false false 6942119 4154801 2787318 2457501 2276458 181043 1144903 812498 332405 3300766 0 OTHER LIABILITIES 118358478 118358478 X 261040882 -631711 175152332 174520621 86520261 466295 166765098 167231393 253751654 277920486 179930762 179930762 97989724 466295 166765098 167231393 265221117 Schedule D, Part V, Line 4: THE JEWISH FEDERATIONS OF NORTH AMERICA MAINTAINS ENDOWMENT FUNDS TO SUPPORT PROGRAMS INCLUDING THE JEWISH DATA BANK, CREATE A JEWISH LEGACY, VARIOUS PROGRAMS ABROAD INCLUDING ISRAEL AND THE FORMER SOVIET UNION, SUPPORT FEDERATIONS ANNUAL CAMPAIGNS AND TO MAINTAIN THE JEWISH DATABANK. Schedule D, Part X, Line 2: UNDER ASC 740, "INCOME TAXES," AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. THE IMPLEMENTATION OF ASC 740 HAD NO IMPACT ON JFNA'S CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT BELIEVE THEY HAVE TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, HAVE NOT RECORDED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE REQUIRED TO DO SO. ADDITIONALLY, THE ORGANIZATION HAS FILED IRS FORM 990 INFORMATION RETURNS, AS REQUIRED, AND ALL OTHER APPLICABLE RETURNS IN JURISDICTIONS WHERE REQUIRED TO DO SO. FOR THE YEAR ENDED JUNE 30, 2020, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES. Schedule D, Part XI, Line 2d: REVENUE OF $175,152,332. ATTRIBUTABLE TO UNITED ISRAEL APPEAL, INC. (A WHOLLY OWNED SUBSIDIARY) WHICH IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND IS REQUIRED TO FILE A SEPARATE FORM 990. Schedule D, Part XI, Line 4b: JFNA/UIA ELIMINATION ENTRY.....$166,765,098. Schedule D, Part XII, Line 2d: EXPENSES OF $179,930,762. ATTRIBUTABLE TO UNITED ISRAEL APPEAL, INC. (A WHOLLY OWNED SUBSIDIARY) WHICH IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND IS REQUIRED TO FILE A SEPARATE FORM 990. Schedule D, Part XII, Line 4b: JFNA/UIA ELIMINATION ENTRY.....$166,765,098. Schedule D, Part V Adjusted prior year contributions to $800,000. true Middle East and North Africa 1 34 Program Services SEE PART V 10223380 Russia and the Newly Independent States 0 0 Grantmaking 38808 Middle East and North Africa 0 0 Grantmaking 164060 1 34 1 34 10426248 10426248 Russia and the Newly Independent States VCATIONAL 38808 Wire Middle East and North Africa VOCATIONAL 164060 WIRE 1 1 false false false false false false Schedule F, Part I, line 2: UNDER THE DIRECTION OF THE JEWISH FEDERATIONS OF NORTH AMERICA, LAY LEADER COMMITTEES AND PROFESSIONALS EVALUATE EACH GRANTEE EXTENSIVELY, BEFORE AND AFTER FUNDS ARE DISTRIBUTED. THE COMMITTEES MONITOR THE USE OF FUNDS, ENSURING THAT ALLOCATION REFLECT THE PRIORITIES OF THE JEWISH FEDERATION MOVEMENT. FUNDING GUIDELINES INCLUDE THAT ALL GRANTEE ORGANIZATIONS MUST BE WELL-GOVERNED, COMPLY WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, PRODUCE AN ANNUAL AUDIT BY AN INDEPENDENT FIRM AND MAINTAIN BY-LAWS THAT CONFIRM THE LEGALLY ACCEPTED STANDARDS, INCLUDING PROVISIONS FOR APPROPRIATELY OVERSIGHT OF ALL FIDUCIARY MATTERS. GRANTEES ARE ALSO REQUIRED TO PROVIDE THE COMMITTEE WITH REPORTS ON HOW FUNDS SPENT, AND THE COMMITTEES CONDUCT SITE VISITS AS NECESSARY TO ENSURE COMPLIANCE. Scedule F, Part I, Line 3(1): JFNA GLOBAL OPERATIONS MEET CRITICAL NEEDS IN ISRAEL AND AROUND THE WORLD, ALONG WITH MISSIONS TO ISRAEL ARE ORGANIZED THROUGHOUT THE YEAR. true SECURE COMMUNITY NETWORK INC 25 BROADWAY 17 NEW YORK NY 10004 201437733 501c3 1587667 SECURITY GRANTS AMERICAN ORT 75 MAIDEN LANE NEW YORK NY 10038 135562424 501c3 1470031 VOCATIONAL TRAINING UJA-FEDERATION NY 130 E 59TH STREET NEW YORK NY 10022 510172429 501c3 412000 HOLOCAUST GRANT NETWORK OF JEWISH HUMAN SERVICE AGENCY 50 EISENHOWER DRIVE STE 100 PARAMUS NJ 07652 132752418 501c3 309085 HOLOCAUST GRANT JEWISH FEDERATION OF GREATER METROWEST 901 STATE ROUTE 10 WHIPPANY NJ 07981 221487222 501c3 283499 HOLOCAUST GRANT JEWISH FAMILY SERVICE OF LOS ANGELES 8838 W PICO BLVD LOS ANGELES LA 90035 951691013 501c3 225000 HOLOCAUST GRANT JEWISH FEDERATION OF SAN DIEGO COUNTY 4950 MURPHY CANYON RD SAN DIEGO CA 92123 951319015 501c3 220000 HOLOCAUST GRANT JEWISH FEDERATION OF BROWARD COUNTY 5890 S PINE ISLAND RD DAVIE FL 33328 590967823 501c3 218750 HOLOCAUST GRANT JEWISH FEDERATION OF METROPOLITAN CHICAGO 30 SOUTH WELLS STREET CHICAGO IL 60606 362167761 501c3 215000 HOLOCAUST GRANT JEWISH FEDERATION OF GREATER MIAMI 4200 BISCAYNE BOULEVARD MIAMI FL 33137 590624404 501c3 215000 HOLOCAUST GRANT OHEL CHILDREN'S HOME & FAMILY SERVICES 156 BEACH 9TH STREET 2ND FLOOR FAR ROCKAWAY NY 11691 116078704 501c3 175000 HOLOCAUST GRANT JEWISH FAMILY SERVICES OF WESHTENAW COUNTY 2245 S STATE ST ANN ARBOR MI 48104 412147486 501c3 175000 HOLOCAUST GRANT JEWISH COMMUNITY HOUSE OF BENSONHURST 7802 BAY PARKWAY BROOKLYN NY 11214 111633484 501c3 170000 HOLOCAUST GRANT MENORAH CENTER FOR NURSING AND REHABILITATION 1516 ORIENTAL BLVD BROOKLYN NY 11235 111672777 501c3 150000 HOLOCAUST GRANT PROJECT LEAD 123-19 HILLSIDE AVENUE RICHMOND HILL NY 11418 133761446 501c3 129000 HOLOCAUST GRANT JEWISH FAMILY SERVICES OF SILICON VALLEY 14855 OKA RD 202 LOS GATOS CA 95032 942536452 501c3 127753 HOLOCAUST GRANT PESACH TIKVAH HOPE DEVELOPMENT 18 MIDDLETON ST BROOKLYN NY 11206 112642641 501c3 125000 HOLOCAUST GRANT JEW FEDERATION OF METROPOLITAN DETROIT 6735 TELEGRAPH ROAD SUITE 30 BLOOMFIELD HILLS MI 48301 381359214 501c3 113565 HOLOCAUST GRANT JEWISH FAMILY SERVICE OF ORANGE COUNTY 720 NY-17M MIDDLETOWN NY 10940 141731791 501c3 111577 HOLOCAUST GRANT MORSELIFELOLA & SAUL KRAMER SENIOR SERVICES AGENC 4847 DAVID S MACK DR WEST PALM BEACH FL 33417 900730105 501c3 103500 HOLOCAUST GRANT JPRO NETWORK 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624105 501c3 100000 MAKING THE CASE YOUNG MENS YOUNG WOMENS HEBREW ASSOC OF BORO PARK 54 NAGLE AVENUE NEW YORK NY 10040 131635308 501c3 100000 HOLOCAUST GRANT JEWISH FAMILY AND CHILDREN'S SERVICES OF MONMOUTH 705 SUMMERFIELD AVE ASBURY PARK NJ 07712 222158627 501c3 97125 HOLOCAUST GRANT GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES I 14041 ICOT BOULEVARD TAMPA FL 33635 591229354 501c3 90000 HOLOCAUST GRANT MJHS HOSPICE AND PALLIATIVE CARE 6323 7TH AVE BROOKLYN NY 11220 133438643 501c3 87500 HOLOCAUST GRANT JEWISH FEDERATION OF GREATER HOUSTON 5603 S BRAESWOOD BLVD HOUSTON TX 77096 741109654 501c3 85693 DISASTER RELIEF JEWISH FEDERATION OF GREATER LOS ANGELES 6505 WILSHIRE BLVD LOS ANGELES CA 90048 956111928 501c3 78000 HOLOCAUST/DISASTER METROPOLITAN COUNCIL ON JEWISH POVERTY INC 77 WATER STREET 26TH FLOOR NEW YORK NY 10005 132738818 501c3 62500 HOLOCAUST GRANT SELFHELP COMMUNITY SERVICES INC 520 8TH AVE 5TH FLOOR NEW YORK NY 10018 131624178 501c3 50000 HOLOCAUST GRANT JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND 29125 CHAGRIN BLVD BEACHWOOD OH 44122 340714441 501c3 46521 HOLOCAUST GRANT DOROT INC 171 W 85TH ST NEW YORK NY 10024 133264005 501c3 46000 HOLOCAUST GRANT THE BLUE CARD INC 171 MADISON AVE 1405 NEW YORK NY 10016 131623910 501c3 45000 HOLOCAUST GRANT JEWISH SOCIAL SERVICE AGENCY THE INA KAY BUILDING 200 WOOD HILL ROCKVILLE MD 20850 530196598 501c3 45000 HOLOCAUST GRANT RUTH & NORMAN RALES JEWISH FAMILY SERVICES (BOCA R 6413 CONGRESS AVE 225 BOCA RATON FL 33428 651115689 501c3 45000 HOLOCAUST GRANT GENERATION HOUSING INITIATIVE CHICAGO IL 350 W HUBBARD ST STE 500 CHICAGO IL 60654 811349143 501c3 42613 HOLOCAUST GRANT JEWISH FEDERATION OF GREATER LOS ANGELES 6505 WILSHIRE BLVD LOS ANGELES CA 90048 951643388 501c3 42500 HOLOCAUST GRANT JEW FAMILY SERVICE OF DALLAS 5402 ARAPAHO RD DALLAS TX 75248 320307257 501c3 41111 HOLOCAUST GRANT JEWISH FAMILY SERVICES OF DALLAS 5402 ARAPAHO RD DALLAS TX 75248 751992728 501c3 41111 HOLOCAUST GRANT JEWISH FAMILY SERVICE OF ST PAUL 1633 7TH ST W ST PAUL MN 55102 410694697 501c3 40371 HOLOCAUST GRANT JEWISH FAMILY SERVICE OF ATLANTIC AND CAPE MAY COU 1413 CANTILLON BLVD MAY LANDING NJ 08330 223843135 501c3 39125 HOLOCAUST GRANT JEWISH FAMILY AND CHILDREN'S SERVICE OF GREATER PH 2100 ARCH ST PHILADELPHIA PA 19103 231352026 501c3 38020 HOLOCAUST GRANT JEW FAMILY SERVICE OF METROWEST NJ 570 W MT PLEASANT AVE SUITE 106 LIVINGSTON NJ 07039 221687995 501c3 37249 HOLOCAUST GRANT DR STANLEY AND PEARL GOODMAN JEWISH FAMILY SERVIC 5890 S PINE ISLAND RD - STE 20 FORT LAUDERDALE FL 33328 465507093 501c3 35200 HOLOCAUST GRANT GUARDIANS OF THE SICK 5216 11TH AVENUE BROOKLYN NY 11219 116003433 501c3 35000 HOLOCAUST GRANT AFYA FOUNDATION 140 SAW MILL RIVER ROAD YONKERS NY 10701 261300361 501c3 35000 DISASTER RELIEF MORSELIFE FOUNDATION 4847 DAVID S MACK DR WEST PALM BEACH FL 33417 592774476 501c3 34500 HOLOCAUST GRANT JEWISH FAMILY & CHILD SERVICE PORTLAND 1121 SW YAMHILL ST SUITE 301 PORTLAND OR 92705 930386851 501c3 32689 HOLOCAUST GRANT JEWISH FEDERATION OF RALEIGH-CARY 8210 CREEDMOOR RD 104 RALEIGH NC 27613 561553301 501c3 31211 HOLOCAUST GRANT JEWISH FAMILY SERVICE OF THE CINCINNATI AREA 8487 RIDGE AVE CINCINNATI OH 45236 310744786 501c3 30000 HOLOCAUST GRANT JEWISH FAMILY SERVICE OF SAN DIEGO 8804 BALBOA AVE SAN DIEGO CA 92123 951644024 501c3 28701 HOLOCAUST GRANT JEWISH FAMILY SERVICE OF CENTRAL NJ 655 WESTFIELD AVENUE ELIZABETH NJ 07208 221487364 501c3 27500 HOLOCAUST GRANT JEWISH FAMILY SERVICE OF METRO DETROIT 6555 WEST MAPLE ROAD WEST BLOOMFIELD NJ 48322 380691329 501c3 26250 HOLOCAUST GRANT ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC 3921 FABIAN WAY PALO ATLO CA 94303 462118255 501c3 25000 DISASTER RELIEF JEWISH COMMUNITY LEGACY PROJECT 5256 WEATHERWOOD TRCE MARIETTA GA 30068 811708125 501c3 25000 LEGACY PROJECT GRANT JEWISH FAMILY AND CHILDREN'S SERVICE (PHOENIX AZ) 4747 N 7TH ST SUITE 100 PHOENIX AZ 85014 860096781 501c3 25000 HOLOCAUST GRANT GLADWYNE PRESBYTERIAN CHURCH 1321 BEAUMONT DRIVE GLADWYNE PA 19035 236050644 501c3 24000 JEWISH EDUCATION ELAYNE AND JAMES SCHOKE JEWISH FAMILY SERVICE OF F 196 GRAYROCK PLACE STAMFORD CT 06901 061130830 501c3 20000 HOLOCAUST GRANT JEWISH FEDERATION OF EL PASO 7110 N MESA ST EL PASO TX 79912 741168038 501c3 16859 DISASTER RELIEF JEWISH FED SOUTHERN NEW JERSEY 1301 SPRINGDALE RD 200 CHERRY HILL NJ 08003 210634489 501c3 16503 NATIONAL YOUNG FOUNDATION FOR PUERTO RICO 1511 CALLE ANTONSANTI SUITE K LA SAN JUAN PR 00909 660413230 501c3 15000 DISASTER RELIEF JCC ROCKAWAY PENINSULA - 6320 COVID 19 URGENT RE 1525 CENTRAL AVENUE FAR ROCKAWAY NY 11691 112425813 501c3 11000 HOLOCAUST GRANT GRAND RAPIDS FEDERATION 2727 MICHIGAN NE GRAND RAPIDS MI 49506 386099686 501c3 8000 JEWISH EDUCATION JEWISH FEDERATION OF LAS VEGAS 9510 W SAHARA AVE LAS VEGAS NV 89117 880098500 501c3 8000 JEWISH EDUCATION JEWISH FEDERATION GREATER DAYTON INC 525 VERSAILLES DR DAYTON OH 45459 310537488 501c3 7800 JEWISH EDUCATION JEWISH FED OF ATLANTIC AND CAPE MAY COUNTIES 501 N JEROME AVE MARGATE CITY NJ 08402 210632971 501c3 7500 JEWISH EDUCATION BRANDEIS UNIVERSITY 415 SOUTH STREET WALTHAM MA 024549110 042103552 501c3 7500 DATABANK GRANT UNITED ISRAEL APPEALINC 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131760102 501C3 168577117 SEE PART IV 67 Schedule I, Part I, Line 2: UNDER THE DIRECTION OF THE JEWISH FEDERATIONS OF NORTH AMERICA, LAY LEADER COMMITTEES AND PROFESSIONALS EVALUATE EACH GRANTEE EXTENSIVELY, BEFORE AND AFTER FUNDS ARE DISTRIBUTED, THE COMMITTEE'S MONITOR THE USED OF FUNDS, ENSURING THAT ALLOCATIONS REFLECT THE PRIORITIES OF THE JEWISH FEDERATION MOVEMENT. FUNDING GUIDELINES INCLUDE THAT ALL GRANTEE ORGANIZATIONS MUST BE WELL-GOVERNED, COMPLY WITH GENERALLY ACCEPTED ACCOUNTING STANDARDS, INCLUDING PROVISIONS FOR APPROPRIATE LAY OVERSIGHT OF ALL FIDUCIARY MATTERS. GRANTEES ARE ALSO REQUIRED TO PROVIDE THE COMMITTEE WITH REPORTS ON HOW FUNDS ARE SPENT, AND THE COMMITTEES CONDUCT SITE VISITS AS NECESSARY TO ENSURE COMPLIANCE. JFNA REPORTS GRANTS ON SCHEDULE I TO UIA A SUBSIDIARY OF JFNA, AND THE AMERICAN JOINT DISTRIBUTION COMMITTEE (JDC) BOTH 501(c)(3) ORGANIZATIONS - EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULE F. Schedule I, Part II, Line 1(H): THE PURPOSE OF GRANTS TO UNITED ISRAEL APPEAL, INC. WAS TO SUPPORT PROGRAM SERVICES RELATED TO IMMIGRATION, ABSORPTION, YOUTH CARE SERVICE & JEWISH IDENTITY AND EMERGENCY RELIEF. X true true X X X X X X true false false false false false false false true Gerrald B Silverman President & CEO thru 9/2019 467613 3086 18719 29494 518912 Eric Fingerhut President & CEO eff. 7/2019 292085 1815 14067 15310 323277 Mark Gurvis Executive Vice President 404390 4356 5500 35888 450134 Pamela A Zaltsman Chief Financial Officer 178187 59396 1665 555 3616 1205 5467 1822 188935 62978 Becky Porath General Counsel 176706 359 3850 38864 219779 Brian Abrahams Senior Vice President 43401 142673 9061 195135 Becky Caspi Director General Israel Office 270968 32419 42477 35353 381217 William Daroff Senior Vice President 270506 1265 5308 32309 309388 Pam Kurtzman Senior Vice President 165256 768 3299 3666 172989 Renee Rothstein Senior Vice President 244549 51983 4826 19020 320378 David Mallach V-UIA/Executive VP-IEF 66152 99228 3150 4724 1474 2211 15410 23116 86186 129279 Shari Cohen Vice President 273051 2597 4076 35931 315655 Kimberlee Fish Executive Director 209097 458 4348 17620 231523 Irit Gross Associate Vice President 216800 441 4606 34580 256427 David Kessel Associate Vice President 265895 891 5417 9689 281892 Beth Mann Vice President 212218 3148 4494 21792 241652 Schedule J, Part I, Line 1a: THERE ARE SEVERAL MEETINGS DURING THE YEAR WHICH REQUIRE THE ATTENDANCE OF THE SPOUSE OF THE CEO. Schedule J Part I, Line 4a: Brian Abrahams, Senior Vice President thru 2/2019, received a severance payment of $142,200 which is included on Part II, Line B(iii). Renee Rothstein, Senior Vice President thru 10/2019, received a severance payment of $49,637. which is included on Part II, Line B(iii). Schedule J, Part I, Line 8: AMOUNTS WERE PAID TO GERRALD SILVERMAN, PRESIDENT/CEO THRU SEPTEMBER 2019, PURSUANT TO A CONTRACT SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATIONS SECTION 53.4958-(A) 3. A BINDING WRITTEN CONTRACT WAS EXECUTED BETWEEN THE ORGANIZATION AND GERRALD SILVERMAN. GERRALD SILVERMAN WAS NOT A DISQUALIFIED PERSON WITH RESPECT TO THE ORGANIZATION IMMEDIATELY PRIOR TO ENTERING INTO THE CONTRACT ON JULY 7, 2009. THE STARTING DATE ACCORDING TO THE CONTRACT WAS SEPTEMBER 30, 2009 FOR A CONTRACT OF FIVE YEARS THAT EXPIRED SEPTEMBER 2014. FROM SEPTEMBER 2014 THERE IS A RENEWAL OF CONTRACT THAT EXPIRED SEPTEMBER 2019. AMOUNTS WERE PAID TO ERIC FINGERHUT, PRESIDENT/CEO EFFECTIVE AUGUST 2019, PURSUANT TO A CONTRACT SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATIONS SECTION 53.4958-(A) 3. A BINDING WRITTEN CONTRACT WAS EXECUTED BETWEEN THE ORGANIZATION AND ERIC FINGERHUT. ERIC FINGERHUT WAS NOT A DISQUALIFIED PERSON WITH RESPECT TO THE ORGANIZATION IMMEDIATELY PRIOR TO ENTERING INTO THE CONTRACT ON JULY 22, 2019. THE STARTING DATE ACCORDING TO THE CONTRACT WAS JULY 22, 2019 FOR A CONTRACT OF FIVE YEARS. Schedule J, Part II: SALARIES RELATED TO THE WORK PERFORMED FOR UNITED ISRAEL APPEAL, INC. (A RELATED 501(C)(3) ORGANIZATION) BY PAMELA ZALTSMAN, CHIEF FINANCIAL OFFICER, AND DANIEL MALLACH, V-UIA/EXECUTIVE VP-IEF, WERE PAID BY JFNA AND RECORDED IN EXPENSES IN JFNA FINANCIAL STATEMENTS. SIX MEMBERS OF THE BOARD OF TRUSTEES OF THE JFNA ARE ON THE BOARD OF DIRECTORS OF UIA. Jennifer Hillel RELATIVE OF BOARD TRUSTEE 113847 Wages false FORM 990, PART III, LINE 4D: OTHER PROGRAM SERVICES: THE JEWISH FEDERATIONS OF NORTH AMERICA HAS AWARDED GRANTS TO AGENCIES FOR HUMANITARIAN PURPOSES IN THE FACE OF DISASTERS INCLUDING ISRAEL FIRES, HOUSTON FLOODS, PHILIPPINE TYPHOON, HAITI EARTHQUAKE JAPAN EARTH QUAKE. THESE EFFORTS ARE COORDINATED BY THE JEWISH FEDERATIONS OF NORTH AMERICA DISASTER RELIEF COMMITTEE. SINCE 1989, THE FEDERATION MOVEMENT HAS RAISED ABOUT $50 MILLION FOR CRISIS RELIEF. THE JFNA ENDOWMENT COMMITTEE AWARDS GRANTS TO FEDERATIONS TO HELP THEM ESTABLISH AND CREATE THE LIFE AND LEGACY PROGRAM IN THEIR COMMUNITIES. CREATE A JEWISH LEGACY ENCOURAGES THE CREATION OF BEQUESTS BY INDIVIDUAL DONORS TO THEIR LOCAL FEDERATIONS, JEWISH COMMUNITY FOUNDATIONS, AGENCIES AND SYNAGOGUES. ISRAEL AND OVERSEAS - JFNA WORKS CLOSELY WITH OUR OVERSEAS PARTNERS TO CARE FOR JEWS IN NEED AND BUILD COMMUNITY IN ISRAEL AND 60-PLUS NATIONS WORLDWIDE. JFNA ISRAEL ALSO ASSESSES FEDERATION-FUNDED SOCIAL SERVICE EFFORTS IN ISRAEL AND HELPS ENSURE FEDERATION FUNDS ARE USED EFFECTIVELY. JFNA ISRAEL WORKS WITH THE GOVERNMENT OF ISRAEL ON ISSUES OF PUBLIC POLICY AND DIPLOMACY AND HELPS CONNECT THE ISRAEL PUBLIC TO JEWISH FEDERATION WORK. U.S. GOVERNMENT GRANT - ADVANCING PERSON-CENTERED, TRAUMA-INFORMED SUPPORTIVE SERVICES FOR HOLOCAUST SURVIVORS. AFTER WITNESSING THE DARKEST PERIOD OF THE LAST CENTURY, HOLOCAUST SURVIVORS BUILT A NEW LIFE IN THE U.S. AND ENRICHED OUR COUNTRY. BUT NOW THEY ARE OLDER AND INCREASINGLY FRAIL. MOST ARE IN THEIR 80S AND 90S, AND ONE IN FOUR LIVES IN POVERTY. AS A GROUP, THEY ARE AT RISK FOR POOR PHYSICAL AND MENTAL HEALTH, DEPRESSION, AND SOCIAL ISOLATION. SADLY, ALTHOUGH WE LOSE HOLOCAUST SURVIVORS EACH DAY, THE COST OF SUPPORTING THE REMAINING SURVIVORS WHO ARE GROWING FRAILER AND IN NEED OF MORE SERVICES INCREASES. IN RECOGNITION OF THESE INCREASED NEEDS, THE JEWISH FEDERATIONS OF NORTH AMERICA WORKS WITH COMMUNITIES TO RAISE MONEY TO SUPPORT HOLOCAUST SURVIVOR SERVICES AND WORKS WITH THE FEDERAL GOVERNMENT TO IMPLEMENT A GRANT PROGRAM TO PROVIDE PERSON-CENTERED, TRAUMA-INFORMED CARE FOR HOLOCAUST SURVIVORS. JFNA AWARDS SUBGRANTS TO LOCAL COMMUNITIES TO PROVIDE THE SERVICES USING BOTH PHILANTHROPIC AND FEDERAL FUNDS. IT IS OUR DESIRE TO ENSURE THAT HOLOCAUST SURVIVORS ARE ABLE TO AGE IN PLACE IN THEIR HOMES AND COMMUNITIES WITH DIGNITY AND SECURITY. TALENT: JFNA IS DEVOTED TO ENSURING THAT JEWISH FEDERATIONS CONNECT WITH THE TOP PROFESSIONAL AND VOLUNTEER TALENT IN THE COMMUNITY. JFNA'S MANDEL CENTER FOR LEADERSHIP EXCELLENCE WORKS WITH FEDERATIONS TO PROVIDE THE TOOLS THEY REQUIRE TO IDENTIFY, RECRUIT, DEVELOP AND RETAIN TALENTED PROFESSIONALS AND TO CONTINUE TO CONNECT WITH TOP VOLUNTEERS. FORM 990, PART VI, SECTION A, LINE 6: THROUGH THE FEDERATION MEMBERS CORPORATION, AT LEAST 68% OF THE MEMBERS OF THE BOARD OF TRUSTEES ARE APPOINTED FROM MEMBER FEDERATIONS. FEDERATION MEMBERS CORPORATION IS RESPONSIBLE FOR RATIFICATION OF THE APPOINTMENT OF THIS GROUP OF TRUSTEES. THE REMAINING TRUSTEES ARE APPOINTED BY OUR DELEGATE ASSEMBLY, ESSENTIALLY MADE UP OF FEDERATION REPRESENTATIVES PURSUANT TO REPRESENTATION SPECIFICATIONS PROVIDED UNDER THE JEWISH FEDERATIONS OF NORTH AMERICA BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7A & 7B: UNDER THE CORPORATION BY-LAWS THE DELEGATE ASSEMBLY IS RESPONSIBLE FOR ADOPTION OF THE ANNUAL BUDGET OF THE CORPORATION RECOMMENDED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B: THE 990 WAS PREPARED BY THE JFNA FINANCE DEPARTMENT PROFESSIONALS. THE FORM 990 IS REVIEWED BY JFNA MANAGEMENT BEFORE BEING PRESENTED FOR AUDIT BY INDEPENDENT AUDITORS AND REVIEWED BY THE JFNA AUDIT COMMITTEE, AN INDEPENDENT STANDING COMMITTEE OF THE BOARD OF TRUSTEES, BEFORE FILING. THE FORM 990 IS POSTED ON THE JFNA SECURE WEBSITE FOR MEMBERS OF THE BOARD OF TRUSTEES TO VIEW BEFORE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C: CONFLICT OF INTEREST POLICY MEMBERS OF JFNA'S PROFESSIONAL STAFF SERVE A PUBLIC INTEREST ROLE AND HAVE A DUTY TO CONDUCT ALL AFFAIRS OF JFNA IN A MANNER CONSISTENT WITH THIS CONCEPT. ALL DECISIONS MADE BY STAFF ARE TO BE MADE SOLELY ON THE BASIS OF A DESIRE TO PROMOTE THE BEST INTERESTS OF JFNA AND THE PUBLIC GOOD. THIS POLICY IS INTENDED TO CLEARLY ESTABLISH JFNA'S POLICIES AND PROCEDURES WITH REGARD TO ACTIVITIES ENGAGED IN BY MEMBERS OF THE PROFESSIONAL STAFF THAT MAY BE CONSIDERED A CONFLICT OF INTEREST. JFNA'S GENERAL COUNSEL, CHIEF FINANCIAL OFFICER AND HEAD OF THE HUMAN RESOURCES DEPARTMENT WILL MONITOR COMPLIANCE WITH THIS POLICY. ADMINISTRATION OF THIS POLICY WILL BE THE RESPONSIBILITY OF THE CEO/PRESIDENT OR EXECUTIVE VICE PRESIDENT. A "CONFLICT OF INTEREST" MAY EXIST WHENEVER THE PERSONAL INTERESTS OF A JFNA EMPLOYEE INTERFERE - OR HAVE THE APPEARANCE THAT THEY MIGHT POTENTIALLY INTERFERE - IN ANY WAY WITH THE INTERESTS OF JFNA. A CONFLICT MAY EXIST WHEN AN EMPLOYEE TAKES ACTIONS OR HAS BUSINESS INTERESTS THAT MAKE IT DIFFICULT TO PERFORM HIS OR HER WORK OBJECTIVELY AND EFFECTIVELY. CONFLICTS MAY ALSO ARISE WHEN AN EMPLOYEE OR A MEMBER OF HIS OR HER FAMILY RECEIVES AN IMPROPER PERSONAL BENEFIT AS A RESULT OF THE EMPLOYEE'S POSITION IN JFNA, WHETHER RECEIVED FROM JFNA OR A THIRD PARTY. PROFESSIONAL STAFF MEMBERS ARE REQUIRED TO AVOID ALL CONFLICTS OF INTEREST UNLESS THEY RECEIVE PRIOR APPROVAL IN WRITING FROM THE CEO/PRESIDENT OR DESIGNATE (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST), WHO WILL CONFER WITH JFNA'S COUNSEL PRIOR TO MAKING A DETERMINATION. ALTHOUGH IT IS NOT POSSIBLE TO SPECIFY EVERY ACTION THAT MIGHT CREATE A CONFLICT OF INTEREST, THIS POLICY SETS FORTH THE ONES THAT MOST FREQUENTLY PRESENT PROBLEMS. THE POTENTIAL FOR A CONFLICT OF INTEREST EXISTS WHEN JFNA'S EMPLOYEES OR MEMBERS OF THEIR FAMILIES: 1. HAVE A FINANCIAL INTEREST IN, BUSINESS RELATIONSHIP WITH, OR INDEBTEDNESS TO AN ENTITY WITH WHICH THEY DO OR SEEK BUSINESS ON BEHALF OF JFNA; 2. ACCEPT PAYMENTS, LOANS, SERVICES, OR GIFTS FROM ANYONE DOING OR SEEKING TO DO BUSINESS WITH JFNA; 3. ARE OFFICERS, DIRECTORS, PARTNERS, INFLUENTIAL EMPLOYEES OR CONSULTANTS TO ANY ORGANIZATION DOING OR SEEKING TO DO BUSINESS WITH JFNA; 4. HAVE FAMILY MEMBERS WHO ARE MEMBERS OF JFNA'S BOARD OF TRUSTEES AND/OR COMMITTEE STRUCTURE; OR 5. ENGAGE IN CONDUCT WHICH IS ADVERSE OR HARMFUL TO THE POLICIES, PURPOSES AND GOALS OF JFNA. JFNA'S LEADERSHIP, INCLUDING MEMBERS OF THE PROFESSIONAL STAFF, HOLD POSITIONS OF TRUST TO DONORS AND OUR BENEFICIARIES. MOREOVER, CHARITIES SERVE A PUBLIC INTEREST AND JFNA HOLDS A POSITION OF SPECIAL PROMINENCE AMONG AMERICAN CHARITIES. TO PRESERVE THIS TRUST, JFNA MUST PRESUME THAT TRANSACTIONS ARE NOT AT ARMS-LENGTH WHEN THEY ARE BETWEEN PERSONS WHOSE RELATIONSHIP MAY SUGGEST A POTENTIAL CONFLICT OF INTEREST, AND TO PROTECT JFNA FROM THE TAINT OF IMPROPRIETY, ACTUAL OR PERCEIVED, WE WILL SUBJECT SUCH TRANSACTIONS TO A CLOSER SCRUTINY AND MORE RIGOROUS OVERSIGHT THAN WOULD OTHERWISE APPLY TO OTHER TRANSACTIONS. EMPLOYEES ARE ALSO REQUIRED TO OBTAIN WRITTEN APPROVAL FROM THE CEO/PRESIDENT OR DESIGNATE BEFORE PARTICIPATING IN OUTSIDE WORK ACTIVITIES. APPROVAL WILL BE GRANTED UNLESS THE ACTIVITY CONFLICTS WITH JFNA'S INTEREST. PLEASE SEE JFNA'S EMPLOYEE HANDBOOK FOR INFORMATION ON THE TYPES OF OUTSIDE WORK ACTIVITIES THAT WOULD NOT BE ALLOWED. SCOPE: THIS POLICY APPLIES TO ALL EMPLOYEES INVOLVED IN CONTRACTING FOR GOODS OR SERVICES ON BEHALF OF JFNA AND TO ALL PROFESSIONAL STAFF. DISCLOSURE: MEMBERS OF THE PROFESSIONAL STAFF SHALL BE REQUIRED TO PROVIDE AN INITIAL AND, THEREAFTER, ANNUAL STATEMENT ATTESTING: THAT THEY HAVE READ AND ARE FAMILIAR WITH THE POLICY; THAT NEITHER THEY, NOR TO THE BEST OF THEIR KNOWLEDGE, THEIR FAMILY MEMBERS, HAVE IN THE PAST ENGAGED, ARE PRESENTLY ENGAGING, OR PLAN TO ENGAGE IN ANY ACTIVITY THAT PRESENTS A POTENTIAL CONFLICT OF INTEREST. DISCLOSURES REQUIRED FROM MEMBERS OF THE STAFF MUST BE DIRECTED IN WRITING TO THE HEAD OF THE HUMAN RESOURCES DEPARTMENT. IN THE EVENT THAT MEMBERS OF THE STAFF BECOME AWARE OF A CONFLICT, THEY SHALL DISCLOSE SUCH INFORMATION TO THE HEAD OF HUMAN RESOURCES, CHIEF FINANCIAL OFFICER, OR JFNA'S GENERAL COUNSEL, WHO WILL COMMUNICATE TO THE CEO/PRESIDENT OR THE EXECUTIVE VICE PRESIDENT THOSE DISCLOSURES THAT ARE REQUIRED BY THIS POLICY. THESE DISCLOSURES SHALL BE HELD IN CONFIDENCE EXCEPT WHEN THE BEST INTERESTS OF JFNA WOULD BE SERVED BY COMMUNICATING THE INFORMATION TO THE BOARD OF TRUSTEES IN EXECUTIVE SESSION OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST. ANY STAFF MEMBER WHO IS UNCERTAIN ABOUT A POSSIBLE CONFLICT OF INTEREST IN ANY MATTER OR WHO HAS QUESTIONS ABOUT THIS POLICY SHOULD CONTACT HUMAN RESOURCES. ANY STAFF MEMBER MAY REQUEST A DECISION REGARDING WHETHER A PARTICULAR CIRCUMSTANCE CREATES A CONFLICT OF INTEREST FROM THE CEO/PRESIDENT OR DESIGNATE (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST) WHO WILL CONFER WITH JFNA'S COUNSEL TO DETERMINE WHETHER A POSSIBLE CONFLICT EXISTS. REPORTING: THE CEO/PRESIDENT OR DESIGNATE SHALL MAKE A REPORT TO THE AUDIT COMMITTEE, AT LEAST ANNUALLY, LISTING ALL CONFLICTS AND IDENTIFYING THOSE THAT WERE APPROVED. PENALTY FOR NON-COMPLIANCE: A VIOLATION OF THIS POLICY WILL RESULT IN IMMEDIATE AND APPROPRIATE DISCIPLINE, UP TO AND INCLUDING TERMINATION. FORM 990, PART VI, SECTION B, LINE 13: THE JEWISH FEDERATIONS OF NORTH AMERICA'S BOARD OF TRUSTEES ADOPTED THIS "WHISTLEBLOWER POLICY" WHICH SETS FORTH PROCEDURES THAT JFNA TRUSTEES, OFFICERS, EMPLOYEES AND VOLUNTEERS ("COVERED PERSONS") MAY FOLLOW TO REPORT ALLEGED MISCONDUCT. THIS POLICY APPLIES TO COVERED PERSONS, AND SHALL BE DISTRIBUTED TO ALL JFNA TRUSTEES, OFFICERS, EMPLOYEES, AND TO VOLUNTEERS. THE OBJECTIVES OF THIS WHISTLEBLOWER POLICY ARE TO ENCOURAGE AND ENABLE COVERED PERSONS, WITHOUT FEAR OF RETALIATION, TO RAISE CONCERNS REGARDING SUSPECTED VIOLATIONS OF JFNA POLICIES, UNETHICAL AND/OR ILLEGAL CONDUCT OR PRACTICES SO THAT JFNA CAN ADDRESS AND CORRECT INAPPROPRIATE CONDUCT AND ACTIONS. REPORTING OF CONCERNS OR COMPLAINTS: JFNA IS COMMITTED TO TAKING ACTION TO PREVENT MISCONDUCT, INCLUDING FRAUD, VIOLATIONS OF LAW, VIOLATIONS OF JFNA POLICIES, AND IMPROPER ACCOUNTING OR AUDIT PRACTICES ("MISCONDUCT"). COVERED PERSONS SHOULD PROMPTLY COME FORWARD AND REPORT ANY INSTANCES IN WHICH THEY BECOME AWARE OF MISCONDUCT OR POTENTIAL MISCONDUCT, WITHOUT REGARD TO THE IDENTITY OR POSITION OF A SUSPECTED OFFENDER. FOR THIS PURPOSE AND DESCRIBED HEREIN, AN OUTSIDE ORGANIZATION HAS BEEN AUTHORIZED TO RECEIVE COMPLAINTS OF SUSPECTED MISCONDUCT. HOW TO REPORT CONCERNS OR COMPLAINTS: COVERED PERSONS MAY COMMUNICATE SUSPECTED MISCONDUCT BY CALLING THE TOLL-FREE TELEPHONE NUMBER (800) 482-3920 IN THE US OR CANADA OR, IN ISRAEL, FROM AN OUTSIDE LINE DIAL 1(800) 94-94-949; A VOICE PROMPT WILL THEN ASSIST THE CALLER IN DIALING THE TOLL-FREE NUMBER. ANOTHER OPTION IS TO MAKE A REPORT USING THE FOLLOWING CONFIDENTIAL WEBSITE: WWW.ETHICSPOINT.COM. BOTH THE TELEPHONE NUMBER AND THE WEBSITE ARE HOSTED BY "ETHICSPOINT," AN INDEPENDENT PRIVATE ORGANIZATION WHICH IS NOT AFFILIATED WITH JFNA AND WHICH PROVIDES A CONFIDENTIAL WAY FOR COVERED PERSONS TO REPORT SUSPECTED MISCONDUCT. IN ORDER TO BE BETTER EQUIPPED TO RESPOND TO ANY INFORMATION OR COMPLAINT, IT WOULD BE HELPFUL IF THE CALLER IDENTIFIES HIM OR HERSELF AND PROVIDES THEIR TELEPHONE NUMBER AND OTHER CONTACT INFORMATION WHEN MAKING THE REPORT. HOWEVER, IF ANONYMITY IS PREFERRED, IT IS NOT NECESSARY THAT ONE'S NAME OR POSITION BE DISCLOSED AND CALLER ID WILL NOT BE ACTIVATED ON THE LINE. REGARDLESS OF WHETHER IDENTIFICATION IS GIVEN, PLEASE PROVIDE AS MUCH INFORMATION AS POSSIBLE SO AS TO ENABLE A THOROUGH INVESTIGATION, INCLUDING WHERE AND WHEN THE ACT OR INCIDENT OCCURRED, NAMES AND TITLES OF THE INDIVIDUALS INVOLVED, AND ANY OTHER RELEVANT DETAILS. ALTERNATIVELY, EMPLOYEES MAY ALSO RAISE CONCERNS ABOUT SUSPECTED MISCONDUCT TO JFNA'S EXECUTIVE VICE PRESIDENT AND/OR HEAD OF THE HUMAN RESOURCES DEPARTMENT. A FEW EXAMPLES OF WHAT TO REPORT: ACCOUNTING AND AUDITING MATTERS: THE IMPROPER SYSTEMATIC RECORDING AND ANALYSIS OF JFNA'S BUSINESS AND/OR FINANCIAL TRANSACTIONS. EXAMPLES INCLUDE MISSTATEMENT OF CONTRIBUTIONS, EXPENSES, ASSETS AND/OR MISAPPLICATIONS OF GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AND WRONGFUL TRANSACTIONS. CONFLICTS OF INTEREST: A SITUATION IN WHICH A COVERED PERSON HAS A PRIVATE OR PERSONAL INTEREST SUFFICIENT TO APPEAR TO INFLUENCE THE OBJECTIVE EXERCISE OF HIS/HER OFFICIAL DUTIES. AN EXAMPLE IS IF JFNA HAS ENTERED INTO A CONTRACT FOR A COMPANY'S SERVICES AND A COVERED PERSON RESPONSIBLE FOR THE ENGAGEMENT HAS FAILED TO INFORM JFNA THAT HE OR SHE HAS A RELATIVE WHO IS A PRINCIPAL IN THAT COMPANY. FALSIFICATION OF CONTRACTS, REPORTS OR RECORDS: THIS CONSISTS OF ALTERING, FABRICATING, FALSIFYING OR FORGING ALL OR ANY PART OF A DOCUMENT, CONTRACT OR RECORD FOR THE PURPOSE OF GAINING AN ADVANTAGE OR MISREPRESENTING THE VALUE OF THE DOCUMENT, CONTRACT OR RECORDS. VIOLATION OF LAW: ANY VIOLATION OF APPLICABLE LAW. THE EXAMPLES SET FORTH ABOVE DO NOT LIMIT THE DEFINITION OF MISCONDUCT. BAD FAITH: ANY ALLEGATIONS THAT PROVE TO HAVE BEEN MADE MALICIOUSLY OR IN BAD FAITH WILL BE VIEWED AS A SERIOUS OFFENSE AND COULD SUBJECT THE COVERED PERSON TO DISCIPLINE UP TO AND INCLUDING TERMINATION FROM EMPLOYMENT AND/OR REMOVAL FROM OFFICE OR APPOINTMENT. CONFIDENTIALITY: JFNA WILL TREAT ALL COMMUNICATIONS UNDER THIS POLICY IN A CONFIDENTIAL MANNER TO THE EXTENT POSSIBLE, CONSISTENT WITH THE NEED TO CONDUCT AN ADEQUATE INVESTIGATION. ANY COVERED PERSON RAISING A CONCERN OR COMPLAINT PURSUANT TO THIS POLICY MUST BE ACTING IN GOOD FAITH AND HAVE REASONABLE GROUNDS FOR BELIEVING THE INFORMATION DISCLOSED INDICATES MISCONDUCT. NO RETALIATION: NO COVERED PERSON WHO IN GOOD FAITH REPORTS A CONCERN REGARDING MISCONDUCT SHALL SUFFER INTIMIDATION, HARASSMENT, RETALIATION, DISCRIMINATION OR ADVERSE EMPLOYMENT CONSEQUENCES BECAUSE OF SUCH A REPORT. ANY COVERED PERSON WHO RETALIATES AGAINST SOMEONE WHO HAS REPORTED A CONCERN OF MISCONDUCT IN GOOD FAITH IS SUBJECT TO DISCIPLINE UP TO AND INCLUDING TERMINATION OF EMPLOYMENT OR THEIR APPOINTMENT (AS APPLICABLE). JFNA'S COMMITMENT TO PROTECTING FROM RETALIATION COVERED PERSONS WHO IN GOOD FAITH REPORT SUSPECTED MISCONDUCT HAS BEEN DELEGATED JOINTLY TO THE GENERAL COUNSEL AND HEAD OF THE HUMAN RESOURCES DEPARTMENT. THEY WILL ADMINISTER THE WHISTLEBLOWER POLICY AND REPORT TO THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A: THE COMPENSATION COMMITTEE IS CHARGED WITH ESTABLISHING AND MAINTAINING POLICIES AND STANDARDS FOR EXECUTIVE COMPENSATION. THE COMMITTEE ENGAGES IN THE FOLLOWING AREAS OF RESPONSIBILITY: - SETS THE TERMS AND CONDITIONS OF EMPLOYMENT FOR THE CEO/PRESIDENT AND DETERMINES SALARY INCREASES GOING FORWARD. IN ITS ANNUAL REVIEW OF THE CEO/PRESIDENT'S COMPENSATION, COMMITTEE MEMBERS ARE PROVIDED WITH RELEVANT COMPENSATION INFORMATION ALONG WITH COMPARABLE DATA AS PREPARED BY AN OUTSIDE EXPERT. - APPROVES THE TERMS AND CONDITIONS OF SENIOR MANAGEMENT TEAM (SMT) HIRES. IN ADDITION, THE COMMITTEE REVIEWS SALARY INCREASE PROPOSALS, AS PRESENTED BY THE CEO/PRESIDENT, FOR EVERY SMT MEMBER. IN ADVANCE OF THIS REVIEW, THE COMMITTEE IS PROVIDED WITH RELEVANT SALARY INFORMATION. - REVIEWS AND IS ASKED TO APPROVE PROPOSED ANNUAL SALARY INCREASES FOR NON-UNION STAFF. THE COMMITTEE IS PROVIDED WITH APPROPRIATE SALARY DATA IN ADVANCE AND IS GIVEN A PERSON-BY-PERSON REVIEW OF ANY SALARY REQUESTS OVER A PREDETERMINED AMOUNT. SOLID SALARY REVIEW ARE DONE EVERY YEAR. OTHER: PROVIDES GUIDANCE ON ANY MAJOR CLAIM BEING MADE AGAINST THE ORGANIZATION AND REVIEWS/APPROVES ANY SETTLEMENT PROPOSALS; LABOR NEGOTIATIONS STRATEGIES; OTHER MATTERS AS DETERMINED BY THE CEO/PRESIDENT. THE COMMITTEE IS COMPRISED OF THE CHAIR OF THE BOARD (CHAIR OF THE COMMITTEE), VICE CHAIR, TREASURER PLUS TWO OTHER MEMBERS. FORM 990, PART VI, SECTION B, LINE 15B: JFNA'S CEO MAKES A RECOMMENDATION TO THE CHAIR OF BOARD WHO IS ALSO CHAIR OF THE COMPENSATION COMMITTEE WHO THEN PRESENTS IT TO THE COMPENSATION COMMITTEE. A SEPARATE CHART IS PROVIDED THAT GIVES RELEVANT INFORMATION ON EACH KEY EMPLOYEE/OFFICER AND PROVIDES INDUSTRY SALARY PARAMETERS AS CONTAINED WITHIN THE HAY GROUP SALARY RANGES. THE COMPENSATION COMMITTEE REVIEWS THE RECOMMENDATIONS AND MAKES ITS DECISION. ON EACH KEY EMPLOYEE/OFFICER AND PROVIDES INDUSTRY SALARY PARAMETERS AS CONTAINED WITHIN THE HAY GROUP SALARY RANGES. THE COMPENSATION COMMITTEE REVIEWS THE RECOMMENDATIONS AND MAKES ITS DECISION. FORM 990, PART VI, SECTION C, LINE 18: THE JEWISH FEDERATION OF NORTH AMERICA'S (JFNA) 990 IS AVAILABLE ON ITS WEBSITE, GUIDESTAR AND UPON REQUEST. JFNA RECEIVED ITS RULING FROM THE IRS AS A TAX-EXEMPT CHARITY ON FEBRUARY 1936. JFNA DOES NOT HAVE A COPY OF ITS APPLICATION. AN ORGANIZATION THAT FILED ITS APPLICATION BEFORE JULY 15, 1987, MUST MAKE THE APPLICATION AVAILABLE ONLY IF IT HAD A COPY OF THE APPLICATION ON JULY 15, 1987. SEE NOTICE 88-120 FOR DETAILS. FORM 990, PART VI, SECTION C, LINE 19: ALL JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) STATEMENTS INCLUDING GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT, MANAGEMENT LETTER, FORM 990, CONFLICT OF INTEREST STATEMENTS AND WHISTLE BLOWER POLICY ARE AVAILABLE AT REQUEST. THE JFNA ANNUAL REPORT AND FORM 990 IS AVAILABLE ON ITS WEBSITE - WWW.JEWISHFEDERATIONS.ORG. FORM 990, PART XI, LINE 9: Adjustment to Minimum Pension Liabilities...$(3,506,254.) FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE FUNCTION OF THE AUDIT COMMITTEE FROM PRIOR YEARS. THE AUDIT COMMITTEE SHALL BE RESPONSIBLE FOR THE NOMINATION OF THE INDEPENDENT AUDITORS FOR THE ORGANIZATION, FOR THE DETERMINATION OF THE SCOPE OF THEIR AUDIT, FOR THE REVIEW AND EVALUATION OF THEIR REPORTS, FOR REVIEW AND EVALUATION OF THE ADHERENCE OF MANAGEMENT TO ACCOUNTING RULES AND OF THE ACTION TAKEN BY MANAGEMENT IN RESPONSE TO THE AUDITORS' RECOMMENDATIONS, AND FOR THE ENGAGEMENT AND TERMINATION OF THE ENGAGEMENT OF AN INTERNAL AUDITOR IF DEEMED NECESSARY BY THE COMMITTEE OR THE BOARD. JFBP LLC 25 Broadway New York NY 10004 352221762 TaxExemptBOND NY 0 0 NONE UNITED ISRAEL APPEAL INC 25 BROADWAY NEW YORK NY 10004 131760102 ADMINISTRATOR NY 501(C)(3) 7 JFNA INC true false true false true false false false false false false false false true true true true false false UNITED ISRAEL APPLEAL INC P 503498 EXP PAID JFNA UNITED ISRAEL APPEAL INC B 168577117 GRANT Schedule R, Part V, Line 1n: CERTAIN EMPLOYEES HAVE SHARED RESPONSIBILITIES FOR JFNA AND UNITED ISRAEL APPEAL, INC. Schedule R, Part V, Line 1q: JFNA AND UNITED ISRAEL APPEAL LIST TRANSFER OF CASH AS EXCHANGE TRANSACTIONS AND ARE NOT LISTED IN REVENUES OR EXPENSES.