2020-11-16T13:16:40-06:00 2019-12-31 113518842 MARKS PANETH LLP 4 MANHATTANVILLE ROAD PURCHASE NY 10577 990 2019-01-01 066068624 UJA FEDERATION OF GREENWICH INC UJAF 2036221434 ONE HOLLY HILL LANE GREENWICH CT 06830 PAMELA EHRENKRANZ EXECUTIVE DIRECTOR 2036221434 2020-11-16 1 SCOTT M BRENNER P01247233 9145249000 65.51.91.156 2020-11-16 10:54:58 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 CB4CDA34ED1B3D8014F898AD621172B915BD67CB 2019 2021-01-29 14:40:06Z PAMELA EHRENKRANZ ONE HOLLY HILL LANE GREENWICH CT 06830 2901532 0 X WWW.UJAFEDGREENWICH.ORG X 1955 CT CONDUCTS FEDERATED CAMPAIGNING IN THE GREATER GREENWICH CONNECTICUT AREA FOR JEWISH ORGANIZATIONS AND PROGRAMS. 36 36 10 36 0 0 1998987 2582573 203910 169919 12100 34266 116875 82773 2331872 2869531 549036 573100 0 0 546632 527822 0 0 212513 542577 484782 1638245 1585704 693627 1283827 2529666 3887757 567414 608272 1962252 3279485 X THE UJA FEDERATION OF GREENWICH IS COMMITTED TO THE PRESERVATION, ENRICHMENT AND CONTINUITY OF THE JEWISH PEOPLE AND TO THE ENHANCEMENT OF JEWISH LIFE IN GREENWICH, NORTH AMERICA, ISRAEL, AND THROUGHOUT THE WORLD. CENTRAL TO OUR MISSION IS A COMMUNITY BUILT ON THE JEWISH IDEAL OF TZEDAKAH: CHARITY, RIGHTEOUSNESS AND SOCIAL JUSTICE. IT IS OUR SUPPORT FOR LOCAL PROGRAMS, AGENCIES AND THE HUMANITARIAN WORK OF THE UNITED JEWISH COMMUNITIES, THAT ENRICHES LOCAL, NATIONAL AND INTERNATIONAL JEWISH LIFE. BELIEVING THAT EACH JEW IS RESPONSIBLE ONE FOR ANOTHER, WE HAVE A UNIQUE OPPORTUNITY TO STRENGTHEN OUR JEWISH COMMUNITY, TO IMPROVE THE QUALITY OF LIFE AND TO BRING DIGNITY TO ALL PEOPLE. WE BELIEVE THAT IT IS OUR OBLIGATION TO IDENTIFY, EDUCATE AND ENCOURAGE MEMBERS OF THE COMMUNITY TO ASSUME LEADERSHIP ROLES AND TO SERVE AS ROLE MODELS FOR FUTURE GENERATIONS. TO ACCOMPLISH THIS MISSION, WE ARE BUILDING A VIBRANT AND INCLUSIVE JEWISH COMMUNITY. 0 0 1114029 573100 268690 ALLOCATIONS TO AGENCIES: THE FEDERATION MAKES ALLOCATIONS TO AGENCIES IN THE CURRENT YEAR FROM CAMPAIGN REVENUES OF THE PRIOR YEAR. 1114029 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 36 36 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X PAMELA EHRENKRANZ 2036221434 ONE HOLLY HILL LANE GREENWICH CT 06830 BATKIN JANE BOARD MEMBER 1.00 X 0 0 0 BERNI BRAN BOARD MEMBER 1.00 X 0 0 0 BERNI STUART BOARD MEMBER 1.00 X 0 0 0 DAVIS ELLEN JCC PRESIDENT 1.00 X X 0 0 0 DELIKAT MICHAEL BOARD MEMBER 1.00 X 0 0 0 DELIKAT ALICE BARON BOARD MEMBER 1.00 X 0 0 0 DEREN RABBI YOSSI BOARD MEMBER 1.00 X 0 0 0 FERN ANDI WOMEN'S PHILANTHROPY CO-PRESIDENT 1.00 X X 0 0 0 FLASHNER MARTIN MAJOR GIFTS CHAIR 1.00 X X 0 0 0 FLORIN KEN BOARD MEMBER 1.00 X 0 0 0 GERSON RABBI JORDIE BOARD MEMBER 1.00 X 0 0 0 GOLUB RABBI MARK BOARD MEMBER 1.00 X 0 0 0 GREENBERG KEN BOARD MEMBER 1.00 X 0 0 0 HOCHMAN ALEXANDRA BOARD MEMBER 1.00 X 0 0 0 HURVITZ RABBI MITCHELL BOARD MEMBER 1.00 X 0 0 0 KALLMAN BRYANNA BOARD MEMBER 1.00 X 0 0 0 KNOLL SILVINA WOMEN'S PHILANTHROPY PRESI 1.00 X X 0 0 0 LAKE JENNY BOARD MEMBER 1.00 X 0 0 0 LEADER ADAM BOARD MEMBER 1.00 X 0 0 0 MANN JOAN BOARD MEMBER 1.00 X 0 0 0 MASON RICK BOARD MEMBER 1.00 X 0 0 0 MESSER DAVID BOARD MEMBER 1.00 X 0 0 0 MILLER AMANDA BOARD MEMBER 1.00 X 0 0 0 NEILINGER BRIAN CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 NISINZWEIG SUSAN BOARD MEMBER 1.00 X 0 0 0 NORTON JEFFREY BOARD MEMBER 1.00 X 0 0 0 PRIMOFF WALTER TREASURER 1.00 X X 0 0 0 SCHAPPS RICHMAN ELLEN BOARD MEMBER 1.00 X 0 0 0 SCHREIBER WENDY BOARD MEMBER 1.00 X 0 0 0 SIMON SCOTT PRESIDENT 1.00 X X 0 0 0 STARK HELEN BOARD MEMBER 1.00 X 0 0 0 SURGENT CAROLYN BOARD MEMBER 1.00 X 0 0 0 TOBACK JEFFREY BOARD MEMBER 1.00 X 0 0 0 WEITZMAN JANE BOARD MEMBER 1.00 X 0 0 0 YARETT JORDAN BOARD MEMBER 1.00 X 0 0 0 ZISSON NANCY HONORARY CAMPAIGN CHAIR 1.00 X X 0 0 0 EHRENKRANZ PAMELA EXECUTIVE DIRECTOR 40.00 X 207800 0 13544 207800 0 13544 1 0 1 0 MAIER MARKEY & JUSTIC LLP 2 LYON PLACE WHITE PLAINS NY 10601 FINANCIAL SERVICES 105812 1 50953 2531620 776884 2582573 PROGRAM REVENUE & FEES 900099 169919 169919 169919 31374 31374 2892 0 2892 2892 2892 16003 50953 32001 -15998 -15998 FACILITY REIMBURSEMENT 900099 91446 91446 COMMUNITY ADVERTISING 900099 7137 7137 MISCELLANEOUS REVENUE 900099 188 188 98771 2869531 268690 0 18268 573100 573100 221344 154941 22134 44269 224250 87934 43285 93031 50799 26480 16460 7859 31429 17565 8702 5162 137022 136522 500 22038 12863 5089 4086 13624 7951 3146 2527 38549 27755 5397 5397 5074 3769 373 932 38 28 5 5 33951 24445 4753 4753 12075 8218 1875 1982 PROGRAM SUPPLIES & EXP 153931 144273 9658 CAMPAIGN SUPPLIES & EXP 19615 19615 OTHER EXPENSES 13532 4418 4169 4945 EQUIP RENTAL & SERVICE 13384 7811 3091 2482 21949 12478 4161 5310 1585704 1114029 259162 212513 1343705 2644539 373548 337675 17620 8313 19128 49521 1471135 824901 612126 646234 163539 201475 2529666 3887757 79193 110162 228695 268677 36040 198 223486 229235 567414 608272 X 1013549 1281845 948703 1997640 1962252 3279485 2529666 3887757 1283827 33406 0 X X 0 1 X 1 0 X 1880266 1763594 1975380 1998987 2561677 10179904 1880266 1763594 1975380 1998987 2561677 10179904 5257817 4922087 3185 3596 591 6494 31374 45240 71689 96331 97779 104569 114774 485142 10710286 696169 0.45960 0.52140 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2015 AMOUNT: $ 71,689. 2016 AMOUNT: $ 96,331. 2017 AMOUNT: $ 97,779. 2018 AMOUNT: $ 104,569. 2019 AMOUNT: $ 114,774. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 179844 38785 9123 209506 197604 -7788 9972 179844 174289 24296 981 197604 168337 11287 5335 174289 173220 -194 4689 168337 0.98000 0.02000 1 0 300000 300000 1020446 694113 326333 131348 130788 560 19341 19341 646234 VANGUARD INVESTMENT PORTFOLIO 201475 F 201475 AGENCY LIABILITIES 119547 OTHER LIABILITIES 109688 229235 X 2902937 33406 33406 2869531 0 2869531 1585704 0 1585704 0 1585704 PART V, LINE 4: THE PRIMARY INVESTMENT OBJECTIVE IS TO PRESERVE CAPITAL AND MINIMIZE INVESTMENT RISK. PART X, LINE 2: THE FEDERATION EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AS OF DECEMBER 31, 2019, THE FEDERATION DOES NOT BELIEVE THAT IT HAS TAKEN ANY POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSES 1 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES GRANTS TO ORGANIZATIONS IN ISRAEL 10000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES GRANTS TO ORGANIZATIONS IN ENGLAND 25000 0 0 0 0 0 0 35000 0 35000 EUROPE (INCLUDING ICELAND & GREENLAND) BRITISH FOREIGN POLICY THINK TANK 25000 MIDDLE EAST AND NORTH AFRICA TEENAGERS GATHER AND MAKE SANDWICHES FOR CHILDREN IN SCHOOL WHO DO NOT HAVE ENOUGH MONEY FOR FOOD IN AFULA, ISRAEL. 2000 MIDDLE EAST AND NORTH AFRICA PROGRAM IS ISRAEL WHERE HOLOCAUST SURVIVORS ARE TRAINED TO USE SMARTPHONES AND CAMERAS AS WAYS TO REDUCE TRAUMA AND ANXIETY. 2000 MIDDLE EAST AND NORTH AFRICA ORGANIZATION IN ISRAEL THAT ALLOWS COUPLES TO MARRY WITHIN JEWISH LAW BUT OUTSIDE OF THE ORIGINAL RABBINIC SYSTEM. 2000 MIDDLE EAST AND NORTH AFRICA OUTREACH ORGANIZATION IN ISRAEL THAT REACHES OUT TO ENGLISH SPEAKING TEENS LIVING ON THE STREETS WHO ARE SUFFERING FROM ADDICTION. 2000 MIDDLE EAST AND NORTH AFRICA TO FEED ARGENTINA'S JEWS. 2000 0 0 0 0 0 0 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF FOREIGN GRANT FUNDS FUNDS FOR OVERSEAS PROGRAM ACTIVITIES ARE DISTRIBUTED THROUGH THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) PRIMARILY TO THE JEWISH AGENCY FOR ISRAEL (JAFI) AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC (JDC) OVERSEAS ORGANIZATIONS RECEIVING FUNDS FROM JFNA UTILIZE SUCH FUNDS FOR ACTIVITIES AND PROGRAMS THAT SUPPORT UJA'S CHARITABLE PURPOSES GRANTS PAID THROUGH CHARITIES AID FOUNDATION (CAF) UJA HAS CONTRACTED WITH CHARITIES AID FOUNDATION (CAF) TO PROVIDE OVERSIGHT OF AND DISBURSE FUNDS FOR THREE TARGETED GRANTS IN THE FORMER SOVIET UNION (FSU) THAT SUPPORT UJA'S CHARITABLE PURPOSES AND THAT ARE NOT UNDER THE OVERSIGHT OF JFNA A PROFESSIONAL EMPLOYED BY CAF IN MOSCOW MONITORS THOSE GRANTS IN CONJUNCTION WITH UJA PROFESSIONAL STAFF IN NEW YORK UJA ALSO MAKES DIRECT GRANTS TO CAF FOR TARGETED PROGRAMS OR CAPACITY-BUILDING FOR GRASSROOTS ORGANIZATIONS IN THE FSU, THOSE GRANTS ARE MONITORED BY UJA PROFESSIONAL STAFF WHO ARE RESIDENTS IN NEW YORK BUT VISIT THE FSU ALL GRANTEES SUBMIT TWO REPORTS EACH YEAR (A MID-YEAR AND A FINAL REPORT) THE REPORTS INCLUDE NARRATIVE, STATISTICAL, AND FINANCIAL COMPONENTS AND SERVE TO ENSURE THAT PROGRAMMATIC OBJECTIVES ARE APPROPRIATELY ATTAINED, AND THAT EXPENDITURES QUALIFY FOR REIMBURSEMENT UNDER THE GRANT UJA'S ISRAEL OFFICE, IN CONJUNCTION WITH STAFF IN NEW YORK, REVIEW TWO ANNUAL REPORTS (A MID-YEAR AND A FINAL REPORT) FOR TARGETED GRANT PROGRAMS THAT ARE LOCATED IN ISRAEL AND OTHER FOREIGN LOCATIONS AND FOR WHICH FUNDS ARE DISTRIBUTED THROUGH JFNA THE REPORTS INCLUDE NARRATIVE, STATISTICAL, AND FINANCIAL COMPONENTS AND SERVE TO ENSURE THAT PROGRAMMATIC OBJECTIVES ARE APPROPRIATELY ATTAINED, AND THAT EXPENDITURES QUALIFY FOR REIMBURSEMENT UNDER THE GRANT IN ISRAEL, OUR GRANTEE ORGANIZATIONS ARE LEGALLY REGISTERED WITH JAFI, WHICH RELEASES REGULAR GRANT PAYMENTS BASED ON COORDINATION WITH OUR ISRAEL OFFICE. PART III ACCOUNTING METHOD: 2019 GALA 54233 46690 7543 6904 7543 2439 FALL BRUNCH 12723 4263 8460 55 6600 8460 66956 50953 16003 55 13504 16003 2439 32001 -15998 1 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 711 THIRD AVENUE NEW YORK NY 10017 131656634 501(C)(3) 83600 AS PER ORGANIZATION'S EXEMPT PURPOSE JEWISH FAMILY SERVICES OF GREENWICH ONE HOLLY HILL LANE GREENWICH CT 06830 061073590 501(C)(3) 135000 AS PER ORGANIZATION'S EXEMPT PURPOSE UNIVERSITY OF CONNECTICUT HILLEL FOUNDATION 54 N EAGLEVILLE ROAD STORRS CT 06268 066071635 501(C)(3) 7500 AS PER ORGANIZATION'S EXEMPT PURPOSE CARMEL ACADEMY 270 LAKE AVENUE GREENWICH CT 06830 134013334 501(C)(3) 46000 AS PER ORGANIZATION'S EXEMPT PURPOSE BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 134092050 501(C)(3) 55000 AS PER ORGANIZATION'S EXEMPT PURPOSE BREAST CANCER ALLIANCE 48 MAPLE AVENUE GREENWICH CT 06830 061453500 501(C)(3) 30000 AS PER ORGANIZATION'S EXEMPT PURPOSE JEWISH BROADCASTING SERVICE PO BOX 160 BRONX NY 10471 132974957 501(C)(3) 25000 AS PER ORGANIZATION'S EXEMPT PURPOSE JFACT 40 WOODLAND STREET HARTFORD CT 06105 061491945 501(C)(3) 8700 AS PER ORGANIZATION'S EXEMPT PURPOSE 8 PART I, LINE 2: ALL ALLOCATIONS OF AVAILABLE FUNDS ARE RECOMMENDED BY THE ALLOCATION COMMITTEE OF THE BOARD OF DIRECTORS AND APPROVED BY THE ENTIRE BOARD OF DIRECTORS. LOCAL AGENCIES IN THE UNITED STATES SUBMIT REQUESTS TO UJA FOR ASSISTANCE. REPRESENTATIVES OF THESE ORGANIZATIONS IN ALL CASES APPEAR BEFORE THE COMMITTEE TO EXPLAIN THEIR MISSION AND SUBMIT A REQUEST, INCLUDING THEIR AUDITED FINANCIAL STATEMENTS, AND IN MANY CASES A MID YEAR REPORT. X 0 0 0 0 0 0 0 0 0 EHRENKRANZ PAMELA EXECUTIVE DIRECTOR 198000 0 9800 0 0 0 0 0 13544 0 221344 0 0 0 PART I, LINE 3 THE BONUS FOR THE EXECUTIVE DIRECTOR WAS APPROVED BY THE BOARD OF DIRECTORS. X 6 776884 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 STUART BERNI, BOARD MEMBER & BRAN BERNI, BOARD MEMBER HAVE A FAMILY RELATIONSHIP. MICHAEL DELIKAT, BOARD MEMBER & ALICE DELIKAT, BOARD MEMBER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT. THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND MEMBERS OF THE EXECUTIVE BOARD BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY IN PLACE WHICH IS MONITORED ANNUALLY. THE KEY EMPLOYEES AND BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE POLICY ON AN ANNUAL BASIS. THEY SIGN THE POLICY CONFIRMING THEY DO NOT HAVE ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE EXECUTIVE DIRECTOR MUST BE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND OTHER DOCUMENTS ARE AVAILABLE AT THE AGENCY'S OFFICE TO ANY PERSON MAKING A REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AS WELL AS THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.