2019-11-11T20:51:47-06:00 2018-12-31 GRANT THORNTON LLP 757 THIRD AVENUE 4TH FLOOR NEW YORK NY 100172013 990 2018-01-01 131656634 The American Jewish Joint Distribution Committee Inc % ALIYAH KOZIROVSKY-RATSEN AMER 2126876200 220 E 42nd Street STE 400 New York NY 10017 OPHIR SINGAL CFO 2126876200 2019-11-08 true Qi Wen Liang P01270238 2125990100 2019-11-08 65.229.27.130 26377520193155000020 2019-11-11 P D3B958EC76E39894C1AF4F5B988544C4A17B21F4 129B163C438927F7EBAC28D0CE09B57E345C09A1 2018 2020-03-31 21:24:44Z David M Schizer 220 E 42nd Street Suite 400 New York NY 10017 402240346 false X www.jdc.org X 1914 NY THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) IS THE WORLD'S LEADING JEWISH HUMANITARIAN ASSISTANCE ORGANIZATION, WORKING IN MORE THAN 70 COUNTRIES AND IN ISRAEL. 163 163 167 269 2127021 2127485 303223781 329174682 3758878 3667983 22117447 20255979 3796739 4319738 332896845 357418382 208817360 213677621 0 0 65731096 64285454 309086 307305 13893456 42244654 45939271 317102196 324209651 15794649 33208731 514766002 491708301 120771926 110444714 393994076 381263587 X SINCE 1914, THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) HAS ACTED ON BEHALF OF NORTH AMERICA'S JEWISH COMMUNITIES AND OTHERS TO FULFILL THE PRINCIPLE THAT "KOL YISRAEL AREVIM ZEH L'ZEH" - ALL JEWS ARE RESPONSIBLE FOR ONE ANOTHER. (CONTINUED ON SCH. O) false false 170400517 136309940 Saving Jewish lives: Saving Jewish lives programs provide human services and support to Jews in need in countries around the world. Services are provided to those individuals that meet criteria relevant to the local environment, such as poverty and income levels, the existence or lack of available social services within a country, and consideration for physical mobility, disabilities, and unique circumstances. 88833357 56362362 Innovative social services in Israel: In Israel, JDC's programs aid the most vulnerable citizens, including unemployed Israelis, children at risk, the elderly, and Israelis with disabilities. This is accomplished through research and development and partnership with the Government of Israel and other non-governmental organizations. 13123934 10498341 Building Jewish Life: Building Jewish life programs focus on strengthening Jewish communities around the globe through empowerment and training as well as social development. Programs include creating opportunities that promote job upgrading and mobility for vulnerable populations, consulting for overseas Jewish communities and professionals in the public sector. Social development programs seek to enhance the viability of Jewish communities around the world and to enhance responses to social needs through training and development. 13134733 10506978 3667983 All Other Programs 13134733 10506978 3667983 285492541 true true false true false true false true false true true true false false true true false true false true true true false true true false false true false true false false false false false false false false true false false false false true true true false false true X 148 0 true 167 true true true true false false false true true false false false false false false false false false X 163 163 true false false false false false false true true false false true true true true true true true true false AL AR CA CT DC FL GA HI IL KS KY MD MA MI MN MS MO NH NJ NM NC OR PA RI SC TN UT VA WA WV WI X X ALIYAH KOZIROVSKY-RATSEN 2126876200 220 E 42ND STREET New York NY 10017 Penny Blumenstein Chairman 1.0 3.0 X X 0 0 0 Stanley A Rabin President 1.0 2.0 X X 0 0 0 Nancy Grand Vice President 1.0 0.0 X X 0 0 0 Charles K Ribakoff Vice President 1.0 0.0 X X 0 0 0 Harvey Schulweis Vice President 1.0 0.0 X X 0 0 0 Mark Sisisky Vice President 1.0 0.0 X X 0 0 0 Jane G Weitzman Vice President 1.0 0.0 X X 0 0 0 J David Heller board member 1.0 0.0 X X 0 0 0 Ellen Heller Honorary President 1.0 0.0 X X 0 0 0 Jonathan Kolker Honorary President 1.0 0.0 X X 0 0 0 Irving Smokler Honorary President 1.0 2.0 X X 0 0 0 Jacob Schimmel Secretary 1.0 0.0 X X 0 0 0 Helen Abeles Assistant Secretary 1.0 0.0 X X 0 0 0 Carol R Saivetz Assistant Secretary 1.0 0.0 X X 0 0 0 Paula Sidman Treasurer 1.0 0.0 X X 0 0 0 Joy Sisisky Board Member 1.0 0.0 X 0 0 0 Geraldine Acuna-Sunshine Board Member 1.0 0.0 X 0 0 0 Gary O Aidekman Board Member 1.0 0.0 X 0 0 0 Claude E Arnall Board Member 1.0 0.0 X 0 0 0 Jonathan Art Board Member 1.0 0.0 X 0 0 0 Nora Lee Barron Board Member 1.0 0.0 X 0 0 0 Michael Barry Board Member 1.0 0.0 X 0 0 0 Teresa Bazbaz Board Member 1.0 0.0 X 0 0 0 Elaine Berke Board Member 1.0 0.0 X 0 0 0 Leslie Bider Board Member 1.0 0.0 X 0 0 0 Wendy Brenner Board Member 1.0 0.0 X 0 0 0 Sandra Cahn Board Member 1.0 0.0 X 0 0 0 Debra Cohen Board Member 1.0 0.0 X 0 0 0 David L Colman Board Member 1.0 0.0 X 0 0 0 Geoffrey J Colvin Board Member 1.0 0.0 X 0 0 0 Rabbi Elliot J Cosgrove Board Member 1.0 0.0 X 0 0 0 Sandy Muskovitz Danto Board Member 1.0 0.0 X 0 0 0 Shuki Ehrlich Board Member 1.0 0.0 X 0 0 0 Neville Eisenberg Board Member 1.0 0.0 X 0 0 0 Claire Ellman Board Member 1.0 0.0 X 0 0 0 Alejandro W Ergas Board Member 1.0 0.0 X 0 0 0 Zachary D Fasman Board Member 1.0 0.0 X 0 0 0 Eva Fischl Board Member 1.0 0.0 X 0 0 0 Danielle Flug Capalino Board Member 1.0 0.0 X 0 0 0 Martha Freedman Board Member 1.0 0.0 X 0 0 0 Morton L Friedkin Board Member 1.0 0.0 X 0 0 0 Howard Friend Board Member 1.0 0.0 X 0 0 0 Jason Friend Board Member 1.0 0.0 X 0 0 0 Rani Garfinkle Board Member 1.0 0.0 X 0 0 0 Merle Ginsburg Board Member 1.0 0.0 X 0 0 0 Zvi Gitelman Board Member 1.0 0.0 X 0 0 0 Carol C Goldberg Board Member 1.0 0.0 X 0 0 0 David Goldberg Board Member 1.0 0.0 X 0 0 0 Benjamin Gordon Board Member 1.0 0.0 X 0 0 0 Irving Granovsky Board Member 1.0 0.0 X 0 0 0 Nancy Grosfeld Board Member 1.0 0.0 X 0 0 0 Michael Hackel Board Member 1.0 0.0 X 0 0 0 Rabbi Menachem Hacohen Board Member 1.0 0.0 X 0 0 0 Amir Halevy Board Member 1.0 0.0 X 0 0 0 David Horwitz Board Member 1.0 0.0 X 0 0 0 Michael Jesselson Board Member 1.0 0.0 X 0 0 0 Maya Kadar Kovalsky Board Member 1.0 0.0 X 0 0 0 Neil Kadisha Board Member 1.0 0.0 X 0 0 0 Barry F Kahan Board Member 1.0 0.0 X 0 0 0 Tricia Kallett Board Member 1.0 0.0 X 0 0 0 Carol Kaplan Board Member 1.0 0.0 X 0 0 0 Arlene Kaufman Board Member 1.0 0.0 X 0 0 0 Lisa Kohn Board Member 1.0 0.0 X 0 0 0 Ariel Kor Board Member 1.0 0.0 X 0 0 0 Alice Kulick Board Member 1.0 0.0 X 0 0 0 Stuart S Kurlander Board Member 1.0 0.0 X 0 0 0 David Latchman Board Member 1.0 0.0 X 0 0 0 Ronald S Lauder Board Member 1.0 0.0 X 0 0 0 Alan Leifer Board Member 1.0 0.0 X 0 0 0 Sandy B Lenger Board Member 1.0 0.0 X 0 0 0 Matthew B Lester Board Member 1.0 0.0 X 0 0 0 Carol Levy Board Member 1.0 0.0 X 0 0 0 Liza Levy Board Member 1.0 0.0 X 0 0 0 Shari Levy Board Member 1.0 0.0 X 0 0 0 Stephen E Lieberman Board Member 1.0 0.0 X 0 0 0 Jayne Lipman Board Member 1.0 0.0 X 0 0 0 Deborah E Lipstadt Board Member 1.0 0.0 X 0 0 0 Hannan Lis Board Member 1.0 0.0 X 0 0 0 Merav Mandelbaum Board Member 1.0 0.0 X 0 0 0 Robert Mann Board Member 1.0 0.0 X 0 0 0 Kathy E Manning Board Member 1.0 0.0 X 0 0 0 Edward Merrin Board Member 1.0 0.0 X 0 0 0 Laura Miller Board Member 1.0 0.0 X 0 0 0 Linda Mirels Board Member 1.0 0.0 X 0 0 0 Joanne Moore Board Member 1.0 0.0 X 0 0 0 Martin Paisner Board Member 1.0 0.0 X 0 0 0 Richard Parasol Board Member 1.0 0.0 X 0 0 0 Claudio Pincus Board Member 1.0 0.0 X 0 0 0 Sandra Post Board Member 1.0 0.0 X 0 0 0 Steven E Price Board Member 1.0 0.0 X 0 0 0 Boaz Raam Board Member 1.0 0.0 X 0 0 0 Dena Boronkay Rashes Board Member 1.0 0.0 X 0 0 0 Marcia Riklis Board Member 1.0 0.0 X 0 0 0 Michele Rosen Board Member 1.0 0.0 X 0 0 0 Richard Rosen Board Member 1.0 0.0 X 0 0 0 Kellee Rosenberg Board Member 1.0 0.0 X 0 0 0 Philip Rosenfeld Board Member 1.0 0.0 X 0 0 0 Annie Sandler Board Member 1.0 0.0 X 0 0 0 Nathan Sandler Board Member 1.0 0.0 X 0 0 0 Jonathan D Sarna Board Member 1.0 0.0 X 0 0 0 Nina Saslove Board Member 1.0 0.0 X 0 0 0 Rabbi Arthur Schneier Board Member 1.0 0.0 X 0 0 0 Linda Schottenstein Fisher Board Member 1.0 0.0 X 0 0 0 Jaynie Schultz Board Member 1.0 0.0 X 0 0 0 Gary Segal Board Member 1.0 0.0 X 0 0 0 Betsy R Sheerr Board Member 1.0 0.0 X 0 0 0 Nina Shenker Board Member 1.0 0.0 X 0 0 0 Beryl D Simonson Board Member 1.0 0.0 X 0 0 0 Terri Smooke Board Member 1.0 0.0 X 0 0 0 Jerome Spitzer Board Member 1.0 0.0 X 0 0 0 Rabbi Adin Steinsaltz Board Member 1.0 0.0 X 0 0 0 Susan K Stern Board Member 1.0 0.0 X 0 0 0 Jeffrey B Swartz Board Member 1.0 0.0 X 0 0 0 Jane Swergold Board Member 1.0 0.0 X 0 0 0 Steven C Taub Board Member 1.0 0.0 X 0 0 0 Louis Thalheimer Board Member 1.0 0.0 X 0 0 0 Eilon Tirosh Board Member 1.0 0.0 X 0 0 0 Andrew H Tisch Board Member 1.0 0.0 X 0 0 0 Patricia Werthan Uhlmann Board Member 1.0 0.0 X 0 0 0 Annie Ulevitch Board Member 1.0 0.0 X 0 0 0 Elizabeth R Varet Board Member 1.0 0.0 X 0 0 0 Bettina Waxman Board Member 1.0 0.0 X 0 0 0 Penni Weinberg Board Member 1.0 0.0 X 0 0 0 Diane Werner Board Member 1.0 0.0 X 0 0 0 Dario Werthein Board Member 1.0 0.0 X 0 0 0 Mark Wilf Board Member 1.0 0.0 X 0 0 0 M Kenneth Witover Board Member 1.0 0.0 X 0 0 0 Rabbi David Wolpe Board Member 1.0 0.0 X 0 0 0 Jacqueline Woolf Board Member 1.0 0.0 X 0 0 0 Etta Gross Zimmerman Board Member 1.0 0.0 X 0 0 0 Harold Zlot Board Member 1.0 0.0 X 0 0 0 Susan Zohn Board Member 1.0 0.0 X 0 0 0 John Colman Board Member 1.0 0.0 X 0 0 0 Manuel Dupkin II Board Member 1.0 0.0 X 0 0 0 Patricia Gantz Board Member 1.0 0.0 X 0 0 0 Murray Goodman Board Member 1.0 0.0 X 0 0 0 S Lee Kohrman Board Member 1.0 0.0 X 0 0 0 Philip Meyers Board Member 1.0 0.0 X 0 0 0 Lynn Schusterman Board Member 1.0 0.0 X 0 0 0 Marshall Weinberg Board Member 1.0 0.0 X 0 0 0 Richard Sandler Board Member 1.0 0.0 X 0 0 0 Cynthia Shapira Board Member 1.0 0.0 X 0 0 0 Suzanne B Grant Board Member 1.0 0.0 X 0 0 0 Andrew Groveman Board Member 1.0 0.0 X 0 0 0 James Libson Board Member 1.0 0.0 X 0 0 0 Dan Rosenfield Board Member 1.0 0.0 X 0 0 0 David Butler Board Member 1.0 0.0 X 0 0 0 Kate Belza Board Member 1.0 0.0 X 0 0 0 Raquel Benguiat Board Member 1.0 0.0 X 0 0 0 Ethel Bressman Board Member 1.0 0.0 X 0 0 0 Jay Chernikoff Board Member 1.0 0.0 X 0 0 0 David Friedkin Board Member 1.0 0.0 X 0 0 0 Stas Gayshan Board Member 1.0 0.0 X 0 0 0 Brooke German Board Member 1.0 0.0 X 0 0 0 Benjamin Kaplan Board Member 1.0 0.0 X 0 0 0 Alexandra Machinist Board Member 1.0 0.0 X 0 0 0 Eve Myers Board Member 1.0 0.0 X 0 0 0 Noah Rabinsky Board Member 1.0 0.0 X 0 0 0 Leslie Rosen Board Member 1.0 0.0 X 0 0 0 Benjamin Sigel Board Member 1.0 0.0 X 0 0 0 Alia Wechsler Gorkin Board Member 1.0 0.0 X 0 0 0 Bradley Witover Board Member 1.0 0.0 X 0 0 0 RABBI YECHIEL ECKSTEIN Board Member 1.0 0.0 X 0 0 0 Rabbi Aaron D Panken Board Member (thru 5/18) 1.0 0.0 X 0 0 0 Michael Lebovitz Board Member (thru 5/18) 1.0 0.0 X 0 0 0 DAVID SCHIZER EXECUTIVE VP & CEO 40.0 1.0 X 872907 0 35281 OPHIR SINGAL CHIEF FINANCIAL OFFICER 40.0 1.0 X 365242 0 52815 PABLO WEINSTEINER CHIEF HUMAN RESOURCE OFFICER 40.0 0.0 X 327317 0 52646 DIEGO ORNIQUE Chief Program Officer 40.0 0.0 X 0 257128 16948 ELIOT GOLDSTEIN EXEC. DIRECTOR RESOURCE DVLPMT 38.0 2.0 X 0 295032 41249 MICHAL FRANK JDC FSU DIRECTOR GENERAL 40.0 0.0 X 0 256324 56152 YOSSI TAMIR THRU 72018 DIRECTOR GENERAL, JDC ISRAEL 5.0 35.0 X 0 354769 38580 GUY BILLAUER GENERAL COUNSEL 40.0 0.0 X 233311 0 45588 ELLIOT HALPERIN DIRECTOR EXTERNAL RELATIONS 40.0 0.0 X 312508 0 23884 Michael Hartel CEO Myers JDC Brookdale 38.0 2.0 X 0 225197 49042 SIGAL SHELACH DIRECTOR GENERAL, JDC ISRAEL 5.0 35.0 X 0 206650 45941 SARAH EISENMAN Executive Director of Entwine 40.0 0.0 X 227102 0 29220 MICHAEL NOVICK EX DIR STRATEGIC DEVELOPMENT 40.0 0.0 X 334787 0 34623 William Recant Asst Exec VP Gov't Affairs 40.0 0.0 X 255561 0 32221 AMIR SHAVIV ASST EXC VP SPECIAL OPERATIONS 40.0 1.0 X 275046 0 22205 Linda Tarlow Asst Exec VP Dir. Global Arch 40.0 0.0 X 243238 0 36662 Asher Ostrin Program Director 38.0 2.0 X 0 300203 43152 3447019 1895303 656209 46 false true false Grant Thornton 757 Third Avenue 3rd Floor NEW YORK NY 10017 Audit and Tax 718816 Cambridge Associates LLC 340 Madison NEW YORK NY 10173 Investment Advisory 352500 The Bridgespan Group Inc 112 West 34 Street Suite 1510 NEW YORK NY 10120 Strategic Consultant 260904 Siegelvision Corp 9 East 40th Street NEW YORK NY 10016 Branding consultants 240700 KPMG 2323 Ross Avenue Suite 1400 DALLAS TX 75201 Internal Audit 230309 13 49324086 272556 22460000 45609230 211508810 3954182 329174682 PARTICIPATION AND PARTNERSHIP FEES 900099 2207837 2207837 PRESCHOOL ACTIVITIES 900099 1424736 1424736 FSU OPERATIONAL REVENUE 900099 35410 35410 3667983 4018341 905208 3116133 0 0 398560 398560 0 398560 398560 59691201 1318200 44127224 644539 15563977 673661 16237638 1221813 15015825 25500 272556 50201 -24701 -24701 0 0 0 0 0 0 JOINT ISRAEL AND BROOKDALE INCOME 900099 1827757 1827757 UBI TAX REFUND 900099 1021572 1021572 ELDERLY APARTMENT MGMT INCOME (MALBEN) 900099 158858 158858 937692 937692 3945879 357418382 3667983 2127021 22451696 1489038 1489038 3750 3750 212184833 212184833 0 4420833 1763052 1985108 672673 0 51952690 37723416 6710198 7519076 2849715 46277 2607959 195479 2234659 587493 1074437 572729 2827557 1775336 522935 529286 0 940878 638470 243313 59095 1265557 167125 1079341 19091 0 307305 307305 2243524 2243524 4440608 3173874 437807 828927 0 5728587 4488878 995945 243764 0 0 5688871 3573579 2004313 110979 4898357 3449011 602324 847022 0 8934394 7675220 749168 510006 1338030 1338030 0 2304382 1070170 864357 369855 850108 389611 442378 18119 FIXED ASSET IMPAIRMENT 1184882 1184882 0 0 MARKETING ENHANCEMENT 992273 124123 114322 753828 BAD DEBT EXPENSE 667360 54179 613181 0 PRINTING AND POSTAGE 552803 277339 131703 143761 3908657 3652885 63311 192461 324209651 285492541 24823654 13893456 60851144 39019416 12802458 10784325 59993116 78224983 2439464 929937 0 0 0 0 0 0 0 0 0 0 45079410 18562623 26660630 26516787 290543389 267294126 50572064 57587278 0 0 0 0 10903737 11351449 514766002 491708301 46035546 20809764 0 0 0 0 0 0 0 0 0 0 24845342 19250387 0 0 49891038 70384563 120771926 110444714 X 177397979 152394798 174365033 179714247 42231064 49154542 393994076 381263587 514766002 491708301 X 33208731 -37801094 -8138126 X X false true X true false X 306288504 273381119 280697460 303223781 329174682 1492765546 0 0 306288504 273381119 280697460 303223781 329174682 1492765546 401824376 1090941170 10469818 3274778 4314575 4922450 4416901 27398522 0 0 1319779 2771645 3379549 2949806 10420779 1530584847 14485290 0.71276 0.62593 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 15380 15380 false false SCHEDULE C, PART II-B, LINE 1I THE ORGANIZATION PAYS ANNUAL MEMBERSHIP DUES TO THE FOLLOWING ORGANIZATIONS: 1) WORLD JEWISH RESTITUTION ORGANIZATION 2) CONFERENCE OF PRESIDENTS OF MAJOR JEWISH ORGANIZATIONS THE AMOUNT OF DUES RELATED TO SUPPORT OF LOBBYING ACTIVITIES WAS $52,880 LOBBYING ACTIVITIES INCLUDED EFFORTS TOWARDS FORMULATION, MODIFICATION, AND ADOPTION OF VARIOUS FEDERAL POLICIES. 8 243587 425004 3253739 true true X X X X false 103490110 8598232 -5136127 3236680 103715535 79210122 16590148 11099867 3410027 103490110 78689138 1765620 2794304 4038940 79210122 83681982 451222 -1208069 4235997 78689138 71796094 14409769 559473 3083354 83681982 0.38380 0.47390 0.14230 false false 600000 600000 27595658 8750678 18844980 7327051 3332693 3994358 2947672 1700113 1247559 6609029 4779139 1829890 26516787 ALTERNATIVE INVESTMENTS 57587278 F 57587278 0 ACCRUED SALARIES AND BENEFITS 28832642 DUE TO RELATED PARTIES 24217981 PENSION PLAN OBLIGATION 15667214 ANNUITY OBLIGATIONS 1666726 70384563 X COLLECTIONS OF ART, HISTORICAL TREASURES, AND OTHER ASSETS SCHEDULE D, PART III, LINE 4 JDC'S "ARCHIVES" COLLECTIONS INCLUDE PHOTOGRAPHS, FILM, BOOKS, MANUSCRIPTS, HISTORIC MEMORABILIA, AND OTHER SIMILAR OBJECTS. THESE COLLECTIONS ARE MAINTAINED TO PRESERVE FOR FUTURE GENERATIONS A CHRONICLE OF JDC'S GLOBAL IMPACT. INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 EDUCATIONAL AND WELFARE SERVICES, BUILDING COMMUNITIES, RESEARCH, AID TO THE ELDERLY, AND OTHER GENERAL PURPOSES OF JDC. FIN 48 (ASC 740) FOOTNOTE SCHEDULE D, PART X, LINE 2 JDC IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. JDC IS, LIKEWISE, EXEMPT FROM INCOME TAX UNDER COMPARABLE STATE STATUTES. JDC DOES DERIVE REVENUE FROM AN UNRELATED TRADE OR BUSINESS THROUGH ITS PARTNERSHIP INVESTMENTS; ACCORDINGLY, IT HAS CALCULATED A NET REFUND OF $1,021,572, WHICH HAS BEEN NETTED AGAINST INVESTMENT INCOME, FOR DECEMBER 31, 2018. JDC FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. JDC HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT WAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. JDC HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS FOR DECEMBER 31, 2018. true Central America and the Caribbean Grantmaking Grants to affiliates 323916 Russia and the Newly Independent States 15 190 Grantmaking Grants to affiliates 105128948 Europe (Including Iceland and Greenland) 10 52 Grantmaking Grants to affiliates 43274808 South America 1 10 Grantmaking Grants to affiliates 2788495 East Asia and the Pacific 2 2 Grantmaking Grants to affiliates 108582 South Asia 1 11 Grantmaking Grants to affiliates 198395 Middle East and North Africa 2 584 Grantmaking Grants to affiliates 58811359 Sub-Saharan Africa 1 22 Grantmaking Grants to affiliates 1550330 Central America and the Caribbean 0 0 Investments 98322538 32 871 32 871 310507371 310507371 Russia and the Newly Independent States Saving Jewish lives 98632488 wire Europe (Including Iceland and Greenland) saving jewish lives 36269522 wire Central America and the Caribbean Saving Jewish Lives 119729 wire South America saving jewish lives 426435 wire East Asia and the Pacific saving jewish lives 19167 wire South Asia saving jewish lives 101256 wire Middle East and North Africa saving jewish lives 159402 wire Sub-Saharan Africa saving jewish lives 330845 wire Russia and the Newly Independent States BUILDING JEWISH LIFE 6332446 WIRE Europe (Including Iceland and Greenland) BUILDING JEWISH LIFE 2823273 WIRE Central America and the Caribbean BUIDLING JEWISH LIFE 141249 WIRE South America BUILDING JEWISH LIFE 503079 WIRE East Asia and the Pacific BUILDING JEWISH LIFE 10693 WIRE South Asia BUILDING JEWISH LIFE 48315 WIRE Middle East and North Africa BUILDING JEWISH LIFE 88934 WIRE Sub-Saharan Africa BUILDING JEWISH LIFE 184585 WIRE Russia and the Newly Independent States multifunctional welfare, relief, and international development 164014 WIRE Europe (Including Iceland and Greenland) multifunctional welfare, relief, and international development 4182010 WIRE Central America and the Caribbean multifunctional welfare, relief, and international development 62938 WIRE South America multifunctional welfare, relief, and international development 1858981 WIRE East Asia and the Pacific multifunctional welfare, relief, and international development 78722 WIRE South Asia multifunctional welfare, relief, and international development 48824 WIRE Middle East and North Africa multifunctional welfare, relief, and international development 2452961 WIRE Sub-Saharan Africa multifunctional welfare, relief, and international development 1034900 WIRE Middle East and North Africa INNOVATIVE SOCIAL SEVICES IN ISRAEL 56110062 WIRE 399 54 Entwine Community Representatives Microgrants 3750 true true true false true false SCHEDULE F, PART I, LINE 2 JDC STAFF ASSIGNED TO OVERSEAS OFFICES ARE PRIMARILY RESPONSIBLE FOR MONITORING GRANTS TO LOCAL OVERSEAS ENTITIES. STAFF FIRST VERIFY THAT THE ORGANIZATION IS A REGISTERED ELIGIBLE NON-PROFIT ORGANIZATION. STAFF MAKE PERIODIC SITE VISITS TO CHECK ON THE STATUS OF VARIOUS PROJECTS. IN VARIOUS COUNTRIES JDC UTILIZES THE SERVICES OF INDEPENDENT AUDIT FIRMS TO VERIFY ACTUAL EXPENDITURES. IN CONNECTION WITH CERTAIN FUNDS RECEIVED FROM THE CLAIMS CONFERENCE AS WELL AS GOVERNMENTS AND OTHERS PARTICIPATING IN VARIOUS NAZI PERSECUTED AND HOLOCAUST SURVIVOR-RELATED PROGRAMS, THERE ARE AUDITS PERFORMED IN THE FORMER SOVIET UNION REGIONS, BALTICS AND CENTRAL AND EASTERN EUROPE BY THE CLAIMS CONFERENCE ITSELF, ERNST AND YOUNG LLP AND OTHER INDEPENDENT AUDIT FIRMS. INTERNAL AUDIT FUNCTIONS ARE ALSO USED TO VERIFY GRANT PAYMENTS. JDC/FSU HEADQUARTERS ARE LOCATED IN JERUSALEM, ISRAEL. THE FSU DIVISION HAS ITS OWN EXTENSIVE NETWORK OF INTERNAL AUDITORS IN THE FIELD HEADED BY A CHIEF INTERNAL AUDITOR. IN ADDITION, ALKALAY & MONAROV CONDUCTS AUDITS OF JDC/ISRAEL'S PROGRAMS. JDC HEADQUARTERS IN NEW YORK CONTRACTS WITH KPMG LLP TO CONDUCT INTERNAL AUDITS OF JDC AND ITS OVERSEAS OFFICES. FORM 990, SCHEDULE F, PART II GRANTS AND OTHER ASSISTANCE TO FOREIGN ORGANIZATIONS CURRENTLY, JDC DOES NOT HAVE AVAILABLE INFORMATION TO DISCLOSE EACH RECIPIENT ORGANIZATION IN PART II DUE TO THE LARGE VOLUME OF GRANTS MADE. AS SUCH, THE GRANTS REPORTED ARE SUMMARIZED BY REGION AND PURPOSE OF GRANT. FORM 990, SCHEDULE F, PART IV THE ORGANIZATION INVESTS IN VARIOUS LIMITED PARTNERSHIPS THAT MAY HAVE INTERESTS IN FOREIGN PARTNERSHIPS OR CORPORATIONS. ALTHOUGH THE ORGANIZATION HAS CHECKED YES TO VARIOUS QUESTIONS ON PART IV, THE ORGANIZATION IS ONLY REQUIRED TO FILE THE FORMS REFERENCED IF IT MET THE REQUIRED FILING THRESHOLDS. TO THE EXTENT THE ORGANIZATION FILES ANY OF THESE FORMS, THEY HAVE BEEN ATTACHED TO THE FORM 990-T. X X X X X X true PLC Philanthropic Services LLC 1485 Sansome Street San Francisco CA 94111 Fundraising false 7085880 120000 6965880 Nadine Habousha 525 E 86th St Apt 7F New York NY 10028 Fundraising false 287505 60000 227505 JEAN MARK LILING 1 Barak St Jerusalem IS Fundraising false 75330 19305 56025 Obrien Garrett 1133 19th St NW Ste 300 Washington DC 20036 Direct Mail mailing false 916358 108000 808358 8365073 307305 8057768 AL AK AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI LA Saving Lives 298056 272556 25500 16883 15000 18318 0 298056 272556 25500 16883 15000 18318 50201 -24701 SCHEDULE G, PART I, LINE 2B, COLUMN V PAYMENTS FOR PROFESSIONAL FUNDRAISING SERVICES ARE DISTINGUISHED FROM EXPENSE PAYMENTS OR REIMBURSEMENTS BASED ON THE TERMS OF SERVICES INCLUDED IN EACH FUNDRAISER CONTRACT. THE TERMS OF SERVICES ALLOW FOR REIMBURSEMENTS FOR REASONABLE TRAVEL AND OTHER EXPENSES INCURRED IN CONJUNCTION WITH FUNDRAISING ACTIVITIES. THE FOLLOWING EXPENSE PAYMENTS OR REIMBURSEMENTS WERE MADE TO THE LISTED FUNDRAISERS: PLC Philanthropic Services LLC - $7,803 NADINE HABOUSHA - $98 JEAN-MARC LILING - $3,207 OBRIEN GARRETT - $421 true Gabriel Project Mumbai POBox 5025 Bergenfield NJ 07621 454541556 501(C)(3) 18000 GENERAL Aleph Society Inc 25 West 45th Street New York NY 10036 133472524 501(C)(3) 10000 GENERAL Rahma Relief Foundation 31119 Greenfield Rd Beverly Hills MI 48025 471304361 501(C)(3) 33661 GENERAL B'nai B'rith Youth Organization 800 Eighth Street NW Washington DC 20001 530179971 501(C)(3) 188377 GENERAL Foundation of Orthopedics and Complex Spine 226 E 54th Street New York NY 100224854 134047356 501(C)(3) 234300 GENERAL Moishe HOUSE 441 Saxony Road Barn 2 Encinitas NC 92024 262599786 501(C)(3) 140000 GENERAL HIAS New York 333 Seventh Avenue New York NY 10001 135633307 501(C)(3) 45000 GENERAL Harold Grinspoon Foundation 67 Hunt Street Suite 100 Agawam MA 01001 046685725 501(C)(3) 127239 GENERAL HillelThe Foundation for Jewish Campus Life 800 EIGHTH STR Washington DC 20001 521844823 501(C)(3) 198211 GENERAL Institute for Jewish & Community Research 3198 Fulton St San Francisco CA 94118 943307253 501(C)(3) 23000 GENERAL Washington Institute for Near East Policy 1111 19th St NW Washington DC 20036 521376034 501(C)(3) 20000 GENERAL JEWISH FAMILY & CHILDREN'S SERVICE 2100 Arch St Philadelphia PA 19103 231365228 501(C)(3) 10000 GENERAL JEWISH FEDERATION GREATER PHILADELPHIA 2100 Arch Street Philadelphia PA 19103 231500085 501(C)(3) 47000 GENERAL ALBERT EINSTEIN HEALTHCARE NETWORK 5501 Old York Road Philadelphia PA 19141 204193243 501(C)(3) 11000 GENERAL Drink Local Drink Tap 1455 West 29th Street Cleaveland OH 44113 461841017 501(C)(3) 25000 GENERAL Hebrew Union College 3101 Clifton Avenue Cincinnati OH 45220 310537067 501(C)(3) 283000 GENERAL World Council of Jewish Communal Service 225 West 86th Street New York NY 10024 133203606 501(C)(3) 30000 GENERAL 17 0 ORGANIZATIONS PROCEDURES FOR MONITORING THE GRANT FUNDS IN THE U.S. SCHEDULE I, PART I, LINE 2 JDC STAFF VERIFY THAT THE ORGANIZATION IS A REGISTERED ELIGIBLE NON-PROFIT ORGANIZATION OR IN THE PROCESS OF OBTAINING SUCH REGISTRATION. IN ALL INSTANCES THE GRANTEE MUST BE CARRYING ON ACTIVITIES TO ACCOMPLISH A CHARITABLE PURPOSE WITHIN THE MEANING OF SECTION 501(C)(3). IF JDC SUBBSEQUENTLY LEARNS THAT THE GRANTEE DID NOT OBTAIN 501(C)(3)STATUS, IT WILL TRANSITION THE CONTRACT TO A FISCAL SPONSORSHIP IN ORDER TO BEST MONITOR THE USE OF THE FUNDS. X true true X X X X X true true false false false false false false false DAVID SCHIZER EXECUTIVE VP & CEO 871803 0 0 0 1104 0 27955 0 7326 0 908188 0 0 0 OPHIR SINGAL CHIEF FINANCIAL OFFICER 342656 0 0 0 22586 0 0 0 52815 0 418057 0 0 0 PABLO WEINSTEINER CHIEF HUMAN RESOURCE OFFICER 311482 0 0 0 15835 0 0 0 52646 0 379963 0 0 0 DIEGO ORNIQUE Chief Program Officer 0 248625 0 0 0 8503 12525 0 0 4423 12525 261551 0 0 ELIOT GOLDSTEIN EXEC. DIRECTOR RESOURCE DVLPMT 0 291015 0 0 0 4017 10125 0 0 31124 10125 326156 0 0 MICHAL FRANK JDC FSU DIRECTOR GENERAL 0 250856 0 0 0 5468 0 35452 0 20700 0 312476 0 0 YOSSI TAMIR THRU 72018 DIRECTOR GENERAL, JDC ISRAEL 0 158738 0 0 0 196031 4662 0 0 33918 4662 388687 0 0 GUY BILLAUER GENERAL COUNSEL 220999 0 0 0 12312 0 0 0 45588 0 278899 0 0 0 ELLIOT HALPERIN DIRECTOR EXTERNAL RELATIONS 311788 0 0 0 720 0 17875 0 6009 0 336392 0 0 0 Michael Hartel CEO Myers JDC Brookdale 0 217383 0 0 0 7814 0 32570 0 16472 0 274239 0 0 MICHAEL NOVICK EX DIR STRATEGIC DEVELOPMENT 278382 0 0 0 56405 0 0 0 34623 0 369410 0 0 0 William Recant Asst Exec VP Gov't Affairs 203194 0 0 0 52367 0 0 0 32221 0 287782 0 0 0 AMIR SHAVIV ASST EXC VP SPECIAL OPERATIONS 221072 0 0 0 53974 0 0 0 22205 0 297251 0 0 0 Linda Tarlow Asst Exec VP Dir. Global Arch 200258 0 0 0 42980 0 0 0 36662 0 279900 0 0 0 SIGAL SHELACH DIRECTOR GENERAL, JDC ISRAEL 0 200153 0 0 0 6497 0 28311 0 17630 0 252591 0 0 SARAH EISENMAN Executive Director of Entwine 213721 0 0 13381 0 0 0 29220 0 256322 0 0 0 Asher Ostrin Program Director 294032 0 0 0 6171 10163 0 0 32989 10163 333192 0 0 SCHEDULE J, PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE FOLLOWING INDIVIDUALS RECEIVED TAX GROSS-UP PAYMENTS IN 2018 THAT ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(III). MICHAL FRANK ELIOT GOLDSTEIN YOSSI TAMIR MICHAEL HARTEL SIGAL SHELACH SEVERANCE Payments SCHEDULE J, PART I, LINE 4A THE FOLLOWING INDIVIDUALS' EMPLOYMENT CONTRACTS WITH JDC INCLUDE SEVERANCE AGREEMENTS PAYABLE UPON TERMINATION OF EMPLOYMENT. NO AMOUNTS WERE PAID TO THESE INDIVIDUALS DURING CALENDAR YEAR ENDED DECEMBER 31, 2018. OPHIR SINGAL DIEGO ORNIQUE PABLO WEINSTEINER THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT FOR RECOGNITION OF HIS SERVICE TO THE ORGANIZATION. THE SEVERANCE PAYMENT REPRESENTS ACCUMULATED CONTRIBUTIONS TO THE SEVERANCE PLAN THAT ARE PAID OUT UPON TERMINATION OF HIS EMPLOYMENT. CONSISTENT WITH THE TAX LAWS OF ISRAEL, PART OF THIS PAYMENT IS REPORTED AS TAXABLE COMPENSATION ON SCHEDULE J PART II COLUMN B(III) AND PART IS REPORTED ON SCHEDULE J PART II COLUMN D. YOSSI TAMIR TAXABLE: $184,840 NONTAXABLE: $21,083 CONSISTENT WITH THE LAWS OF ISRAEL, ALL EMPLOYEES WILL RECEIVE SEVERANCE BENEFITS UPON THE END OF THEIR EMPLOYMENT WITH JOINT ISRAEL. NO PAYMENTS OTHER THAN THOSE IDENTIFIED ABOVE WERE MADE DURING 2018. Supplemental Pension Plan SCHEDULE J, PART I, LINE 4B BEGINNING IN 2018, JDC PROVIDES BENEFITS UNDER THE NON-QUALIFIED SUPPLEMENTAL PENSION PLAN ("SERP"). DURING 2018, THE FOLLOWING INDIVIDUALS ACCRUED BENEFITS IN THE SERP WHICH HAS BEEN REPORTED AS TAXABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN B(III). THE ACCRUED BENEFIT IS REPORTED AS TAXABLE INCOME SUBJECT TO MEDICARE TAX BUT HAS NOT BEEN PAID TO THE INDIVIDUALS. THEREFORE, THE AMOUNT SHOULD BE SUBTRACTED FROM THE TOTAL COMPENSATION REPORTED ON SCHEDULE J, PART II, COLUMN (E) TO ARRIVE AT THE TRUE TOTAL COMPENSATION CONSIDERED TAKE-HOME PAY. AMIR SHAVIV: $47,878 Guy Billauer: $11,833 Sarah Eisenman: $12,949 Linda Tarlow: $33,791 Michael Novick: $50,309 OPHIR SINGAL: $21,482 Pablo Weinsteiner: $15,115 William Recant: $46,761 X 444 FMV X 69 3953738 FMV false true false NUMBER OF CONTRIBUTIONS SCHEDULE M, PART I, COLUMN B THE AMOUNT REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. JOINT ISRAEL ACTIVITY FORM 990, PART I, LINE 20 IN ORDER TO BE AS TRANSPARENT AS POSSIBLE ON THE OPERATIONS OF THE ORGANIZATION, JDC HAS ELECTED TO FILE FORM 990 ON A CONSOLIDATED BASIS, A BASIS CONSISTENT WITH ITS AUDITED FINANCIAL STATEMENTS, AND HAS INCLUDED THE ACTIVITY OF ITS FOREIGN RELATED ORGANIZATIONS LISTED ON SCHEDULE R, INCLUDING JOINT ISRAEL, A SEPARATE 501(C)(3) ORGANIZATION WHICH ALSO FILED A FORM 990 FOR THE YEAR ENDED DECEMBER 31, 2018. JOINT ISRAEL HAD NET ASSETS OF $32,027,000; REVENUE OF $82,349,882; AND EXPENSES OF $85,534,530 FOR THE YEAR ENDED DECEMBER 31, 2018. THESE BALANCES, AS WELL AS ALL JOINT ISRAEL ACTIVITY DURING THE CALENDAR YEAR, INCLUDING PROGRAM SERVICES AND GRANTS PAID AND RECEIVED, ARE INCLUDED ON JDC'S FORM 990. MISSION, CONTINUED PART III LINE 1 JDC IS DEDICATED TO SERVING THE NEEDS OF JEWS THROUGHOUT THE WORLD, PARTICULARLY WHERE THEIR LIVES AS JEWS ARE THREATENED OR MADE MORE DIFFICULT, THROUGH THE FOLLOWING MISSION: RESCUE WHENEVER AND WHEREVER A JEWISH COMMUNITY IS THREATENED: IN THE EARLY 1990'S, JDC HELPED SUSTAIN AND RESCUE 15,000 ETHIOPIAN JEWS. TODAY, JDC MAINTAINS GLOBAL NETWORKS AND CONTINGENCY PLANS IN THE EVENT OF A CRISIS. RELIEF FOR JEWISH COMMUNITIES IN DISTRESS: JDC, THROUGH AN INFRASTRUCTURE OF LOCAL INDEPENDENT AFFILIATES THROUGHOUT THE REGION, PROVIDES SUPPORT THAT RESULTS IN THE PROVISION OF FOOD, CLOTHING, AND MEDICINE TO HUNDREDS OF THOUSANDS OF IMPOVERISHED ELDERLY HOLOCAUST SURVIVORS AND CHILDREN IN NEED IN THE FORMER SOVIET UNION ("FSU") AND THROUGHOUT THE WORLD. RENEWAL AND DISCOVERY OF JEWISH HERITAGE AND JEWISH COMMUNITY LIFE: SINCE THE FALL OF COMMUNIST REGIMES IN EUROPE, JDC HELPS JEWISH COMMUNITIES REDISCOVER THEIR HERITAGE AND REBUILD A VIBRANT JEWISH COMMUNAL LIFE. PARTNERSHIP WITH ISRAEL AS IT ADDRESSES THE SOCIAL SERVICE NEEDS OF ITS MOST VULNERABLE COMMUNITIES: CHILDREN AT RISK, STRUGGLING IMMIGRANT POPULATIONS, THE ELDERLY, AND THE DISABLED. INTERNATIONAL DEVELOPMENT PROGRAM (IDP): NON-SECTARIAN AID IN RESPONSE TO NATURAL AND MANMADE DISASTERS AND LONG-TERM DEVELOPMENT ASSISTANCE PROVIDED TO NON-JEWS TO FULFILL THE JEWISH TENET OF TIKKUN OLAM, THE MORAL RESPONSIBILITY TO REPAIR THE WORLD AND ALLEVIATE SUFFERING WHEREVER IT EXISTS. OPERATING PRINCIPLES - JDC ADHERES TO THE FOLLOWING THREE OPERATING PRINCIPLES: A) JDC IS NON-PARTISAN AND APOLITICAL. B) JDC SEEKS TO EMPOWER LOCAL COMMUNITIES BY CREATING MODEL PROGRAMS AND TRAINING LOCAL LEADERSHIP TO MANAGE THE PROGRAMS. DURING A PROJECT'S FORMATIVE STAGE, JDC HANDLES THE ADMINISTRATIVE RESPONSIBILITIES AND EVALUATES THE PROJECT FOR EFFECTIVENESS. C) JDC BUILDS COALITIONS WITH STRATEGIC PARTNERS WHO, ULTIMATELY, WILL ASSUME RESPONSIBILITIES FOR THE PROGRAMS. OFTEN REFERRED TO AS "THE JOINT", JDC HAS WORKED IN OVER 85 COUNTRIES OVER THE COURSE OF ITS HISTORY AND HAS PLAYED A ROLE AT VIRTUALLY EVERY MAJOR JUNCTURE OF JEWISH HISTORY SINCE ITS FOUNDING. PROGRAM SERVICE ACCOMPLISHMENTS, CONTINUED PART III LINE 4A, 4B, 4C, 4D 4A: SAVING JEWISH LIVES PROGRAMS INCLUDE: FOOD AND NUTRITIONAL SUPPORT DEVELOPMENT OF SOCIAL SERVICES HOMECARE MEDICAL SERVICES, EQUIPMENT, AND MEDICINES EMERGENCY GRANTS IN 2018, JDC PROVIDED ROUGHLY 110,000 JEWS IN NEED AROUND THE WORLD WITH MUCH NEEDED RELIEF AND WELFARE SERVICES. IN 2018, JDC PROVIDED over 18 MILLION HOURS OF HOMECARE TO NEEDY ELDERLY IN THE FORMER SOVIET UNION. OVER 90,000 JEWISH ELDERLY IN NEED RECEIVE SPECIFIC SERVICES FOR THE AGED FROM JDC. 4B: INNOVATIVE SOCIAL SERVICES IN ISRAEL JDC assists vulnerable Jews throughout the world. This mission is crucial in Israel, where a remarkable economic boom has not reached everyone. So JDC provides aid to Israels most vulnerable citizens, including unemployed Israelis, children at risk, elderly and Israelis with disabilities. JDC uses a unique model, which maximizes our impact. We promote innovation, running pilot programs to develop and test more promising ways to deliver social services. If a new idea succeeds, the Israeli government takes over the program and implements it throughout the nation. We use the acronym DNA to describe this approach, since our involvement with a pilot has three stages: 1) design (i.e., coming up with a new idea); 2) nurture (i.e., testing the new program); and 3) accelerate (i.e., if it works, scaling it up and handing it off to be replicated). IN 2018, JDC DIRECTLY IMPACTED OVER 240,000 ISRAELIS, PLUS COUNTLESS OTHERS WHO BENEFIT FROM PROGRAMS THAT HAVE BEEN TAKEN TO SCALE ACROSS THE COUNTRY. 4C: BUILDING JEWISH LIFE PROGRAMS INCLUDE: Leadership Initiatives & Training Developing Voluntarism Camping and Retreats Informal Jewish Education (Clubs and other activities) Jewish Tradition/Religion/Holiday Celebrations Jewish Community Centers Formal Jewish Education (Schools) Educational Activities & Materials (Publications, Curricula, E-learning, Web- resources, Libraries etc) IN 2018, OVER 84,000 JEWS BENEFITTED FROM ACCESS TO JDCS PROGRAMS IN COUNTRIES IN THE FORMER SOVIET UNION, EUROPE, AND LATIN AMERICA, AS WELL AS AN ARRAY OF TRAINING PROGRAMS AROUND THE WORLD. 4D: GLOBAL RESPONSE & INNOVATIVE DEVELOPMENT (GRID) PROGRAM JDC'S GRID PROGRAM RESPONDS TO HUMANITARIAN CRISES AND NATURAL DISASTERS THROUGH EMERGENCY RESPONSE AND RECOVERY WORK FOR VULNERABLE POPULATIONS PROVIDING FOOD, WATER, MEDICINES AND SHELTER AS WELL AS PSYCHOSOCIAL SUPPORT, OPPORTUNITIES TO REGAIN THEIR LIVELIHOODS AND PREPARE FOR FUTURE CRISES. JDC ALSO CONVENES AND COORDINATES THE JEWISH COALITION FOR DISASTER RESPONSE, AN ALLIANCE OF OVER 40 JEWISH AGENCIES THAT RESPOND TO MAJOR GLOBAL CRISES SUCH AS SYRIAN REFUGEES, THE ROHINGYA CRISIS AND MAJOR DISASTERS. 4D: ENTWINE AN INITIATIVE OF JDC, IS A ONE-OF-A-KIND MOVEMENT FOR YOUNG JEWISH LEADERS, INFLUENCERS, AND ADVOCATES WHO SEEK TO MAKE A MEANINGFUL IMPACT ON GLOBAL JEWISH NEEDS AND INTERNATIONAL HUMANITARIAN ISSUES. FORM 990, PART V, LINE 1A THE TOTAL NUMBER OF 1099'S FOR THE TAX YEAR INCLUDES 20 PAYMENTS FOR THE GIFT ANNUITY TRUSTS. INTEREST IN FINANCIAL ACCOUNT IN A FOREIGN COUNTRY FORM 990, PART V, LINE 4B ARGENTINA, AUSTRALIA, AUSTRIA, BOSNIA, BULGARIA, CYPRUS, ESTONIA, ETHIOPIA, FRANCE, GERMANY, HUNGARY, INDIA, ISRAEL, MOROCCO, POLAND, ROMANIA, SPAIN, SWITZERLAND, UNITED KINGDOM. RELATIONSHIP DISCLOSURE FORM 990, PART VI, SECTION A, LINE 2 THE ORGANIZATION DISTRIBUTES A QUESTIONNAIRE ANNUALLY TO ITS OFFICERS, DIRECTORS, AND KEY EMPLOYEES CONCERNING THE FAMILY AND BUSINESS RELATIONSHIPS REQUIRED TO BE REPORTED ON PART VI SECTION A LINE 2 AND SCHEDULE O. THE FOLLOWING DIRECTORS HAVE FAMILY RELATIONS WITH OTHER DIRECTORS. 1. BARBARA GREEN KAY & NINA SASLOVE 2. BETSY R. SHEERR & CHARLES K. RIBAKOFF 3. BETSY R. SHEERR & BENJAMIN GORDON 4. CHARLES K. RIBAKOFF & BENJAMIN GORDON 5. ELLEN BLOCK & ROBERT MANN 6. HOWARD SHULTZ & JAYNIE SCHULTZ 7. IRVING SMOKLER & NORA LEE BARRON 8. JOHN C. COLMAN & DAVID L. COLMAN 9. MARK B. SISISKY & JOY SISISKY 10. MARK B. SISISKY & JOANNE MOORE 11. JOY SISISKY & JOANNE MOORE PROCESS USED TO REVIEW FORM 990 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED INTERNALLY BY JDC'S MANAGEMENT PRIOR TO BEING MADE AVAILABLE TO THE BOARD OF DIRECTORS. THE BOARD WAS ASKED TO SUBMIT ANY COMMENTS OR QUESTIONS TO THE CHIEF FINANCIAL OFFICER. AFTER COMMENTS WERE RECEIVED, REVIEWED AND INCORPORATED, AS NEEDED, THE FINAL FORM 990 WAS DISTRIBUTED TO THE BOARD PRIOR TO ITS SUBMISSION TO THE IRS. CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT FORM 990, PART VI, SECTION B, LINE 12 DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. THOSE WHO DO NOT SUBMIT THIS STATEMENT MAY BE SUSPENDED FROM THE BOARD UNTIL SUCH STATEMENT IS SUBMITTED. THE STATEMENT IS DISTRIBUTED TO THE BOARD AFTER THE FIRST OF EACH CALENDAR YEAR. JDC'S GENERAL COUNSEL AND COMPLIANCE OFFICER MONITORS BOARD MEMBER DISCLOSURES AND SENDS FOLLOW UP REQUESTS TO THOSE BOARD MEMBERS WHO HAVE NOT SUBMITTED THEIR STATEMENTS BY THE APPROPRIATE DEADLINE. ALL STATEMENTS ARE REVIEWED BY LEGAL COUNSEL. IN THE EVENT A CONFLICT IS DETERMINED TO EXIST, THE CONFLICT OF INTEREST POLICY REQUIRES THAT THE AUDIT COMMITTEE, CONSISTING OF INDEPENDENT DIRECTORS, DISCUSS, AND TAKE ACTION IN RELATION TO THE CONFLICT. ANY PERSON WITH A CONFLICT DOES NOT PARTICIPATE IN THE DECISION-MAKING PROCESS FOR RESOLUTION OF THE CONFLICT. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, SECTION B, LINE 15 JDC'S HUMAN RESOURCES COMMITTEE HAS BEEN PRESENTED WITH AND HAS REVIEWED THE TOTAL COMPENSATION OF JDC OFFICERS, KEY EMPLOYEES, AND HIGHLY COMPENSATED PROFESSIONAL STAFF DURING ITS DECEMBER 2017 MEETING FOR 2018 COMPENSATION. ALL MEMBERS OF THE COMMITTEE ARE INDEPENDENT DIRECTORS/TRUSTEES OF JDC. THE ORGANIZATION OBTAINS COMPARABLE DATA FOR THE CEO'S SALARY AND BENEFITS. JDC HIRES AN INDEPENDENT OUTSIDE FIRM TO PREPARE A REPORT TO ASSIST THE COMMITTEE WITH AN INDEPENDENT ANALYSIS OF MARKET COMPENSATION PRACTICES FOR CEOS OF OTHER NON-PROFIT ORGANIZATIONS. THE ANALYSIS INCLUDES BASE SALARY, OTHER COMPENSATION, AND BENEFITS. INFORMATION IS ALSO OBTAINED FROM THE MOST RECENT FEDERAL FORM 990 OF THESE OTHER ORGANIZATIONS AND SHARED WITH THE COMMITTEE. THE COMMITTEE ALSO DISCUSSES AND REVIEWS THE CEO'S PERFORMANCE OVER THE PAST YEAR AND CONSIDERS THIS IN ITS OVERALL DECISION-MAKING PROCESS. MINUTES OF THE MEETING ARE PREPARED DISCLOSING PERSONS ATTENDED, TERMS OF THE RECOMMENDATIONS, AND THE COMPARABLE DATA OBTAINED AND RELIED UPON BY THE COMMITTEE. THE MINUTES ARE SHARED WITH THE COMMITTEE WITHIN 60 DAYS FROM THE DATE OF THE MEETING. AVAILABILITY OF DOCUMENTS TO THE PUBLIC FORM 990, PART VI, SECTION C, LINE 19 COPIES OF JDCS TAX-EXEMPT DETERMINATION LETTER, WHISTLEBLOWER POLICY, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FEDERAL FORM 990 ARE MAINTAINED AND MADE AVAILABLE ON JDCS WEBSITE. THE BYLAWS AND ARTICLES OF INCORPORATION ARE AVAILABLE UPON REQUEST. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 9 ACTUARIAL ADJUSTMENT FOR PENSION PLAN ($6,934,596) ACTUARIAL ADJUSTMENT FOR NON-QUALIFIED PENSION PLANS ($2,275,620) ACTUARIAL GAIN ON ANNUITY OBLIGATION $237,415 FOREIGN CURRENCY TRANSLATION LOSS ($40,646) Net Asset Increase related to Consolidation $875,321 of Magyarorszgi Zsid Szocilis Segly Alaptvny (MASZ) ------------ TOTAL ($8,138,126) FUNDING FROM U.S. GOVERNMENT AGENCIES FORM 990, PART XII, LINE 3 OCCASIONALLY JDC RECEIVES MINIMAL FUNDING FROM U.S. GOVERNMENT AGENCIES. THE AMOUNTS DO NOT MEET THE THRESHOLD TO UNDERGO AN AUDIT OR AUDITS AS SET FORTH IN THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133. 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Australia Taubstummengasse 5/18 Wien AS See Part VII AS AJJDC true MALBEN Institute JDC Hill PO Box 3489 Jerusalem IS 91034 See Part VII IS AJJDC true Elka JDC Hill PO Box 3489 Jerusalem IS 91034 See Part VII IS Joint Israel true Taub Center Haari St 15 PO Box 3489 Jerusalem IS 91034 See Part VII IS AJJDC true Solomonica JCC Dnepropetrovsk Shalom-Aleihem st 4 app26 Dnepropetrovsk UP See Part VII UP AJJDC true JDC Latin America Foundation Juncal 1392 Montevideo UY See Part VII UY AJJDC true AJJDC Europe Asia & Africa Foundation 1053 Budapest Ferenciek HU See Part VII HU AJJDC true JDC Hungary Foundation 1053 Budapest Ferenciek HU See Part VII HU AJJDC true Association Joint Distribution Committee 3 Rue Rouget de LIsle Casablanca MO See Part VII MO AJJDC true JEWISH CULTURAL CENTER SOLOMONIKA Shalom-Aleihem st 4 app26 Dnipro UP See Part VII UP AJJDC true WOHL BVI LIMITED PO BOX 71 ROAD TOWN CRAIGMUIR CHAMBERS TORTOLA RS See Part VII RS AJJDC true MAGYARORSZAGI ZSIDO SZOCIALIS SEGELEY A H-1075 Budapest Sip utca HU See Part VII HU AJJDC true AJJDC Real Estate Company Limited 20 Spyrou Kyprianou Ave 3rd Fl 1075 Nicosia CY Property MGT CY AJJDC C Corp -1207897 24115866 1.00000 true Charitable Gift Annuity (30) Gift Annuity NY AJJDC Trust Charitable Remainder Unitrust (2) Unitrust NY AJJDC Trust Charitable Remainder Annuity Trust (5) Annuity Trust NY AJJDC Trust Private preschool education Inst Anavim Nizhinskaya st 77/79 Odessa UP SEE PART VII UP AJJDC C Corp 0 1188 1.00000 true Menora LLC Nizhinskaya st 77/79 Odessa UP SEE PART VII UP AJJDC C Corp 245975 33101 1.00000 true Solomonika LLC Shalom-Aleihem st 4 app26 Dnepropetrovsk UP SEE PART VII UP AJJDC C Corp 0 3811 1.00000 true Beith Dan LLC Tobolskaya 46 Kharkiv UP SEE PART VII UP AJJDC C Corp 105502 33121 1.00000 true Dekel LLC Bolshaya Nikitskaya st 47 buildin Moscow RS SEE PART VII RS AJJDC C Corp 69327 23911 1.00000 true Tapuz Kindergarten LLC Bolshaya Nikitskaya st 47 buildin Moscow RS SEE PART VII RS AJJDC C Corp 1721469 89216 1.00000 true Shalhevet LLC Bolshaya Rznochinnaya st 25 St Petersburg RS SEE PART VII RS AJJDC C Corp 310502 290621 1.00000 true AREC Moldova 5 E Doga Str Moldova MD SEE PART VII MD AREC C Corp 101564 117179 1.00000 true JDC International LTD 16 hartom street jerusalem IS SEE PART VII IS AJJDC C CORP 0 0 1.00000 true false true true true true false false true false false false false true true true true false false Charity Fund JDC B 55743254 Cost Intl Social Orgn AJJDC Inc Center B 17580422 COST INTL PUBLIC ORGANIZATION UNITED JOINT B 8623718 COST THE AMERICAN JDDC INC CENTER B 11134573 COST PUBLIC ORN JOINT IN THE NE REG OF UKR B 6975505 COST AJJDC IN MOLDOVA B 3738966 COST AJJDC EUROPE ASIA & AFRICA Foundation B 42781423 COST The Maurice & Vivenne Wohl Charitable Found c 21050000 COST Jack G Buncher Charitable Foundation c 1200000 COST Private School Education Instit Anavim D 178000 COST The Thalheimer Family JDC Support c 185000 COST AJJDC REAL ESTATE COMPANY LTD D 11244208 COST Joint Israel b 28269000 COST TAUB CENTER E 1210000 COST SOLOMONIKA LLC D 518000 COST MAGYARORSZAGI ZSIDO SZOCIALIS SEGELEY A B 1790687 COST AJJDC AUSTRALIA B 266111 COST SCHEDULE R, PARTS II AND IV, COLUMN (B) PRIMARY ACTIVITY OF RELATED ORGANIZATIONS THE THALHEIMER FAMILY - TO SPONSOR AND SUPPORT THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE'S INTERNATIONAL PROGRAMS OF RELIEF, RESCUE, AND RECONSTRUCTION FOR JEWISH PEOPLE THROUGHOUT THE WORLD. SWERGOLD FAMILY FOUNDATION FOR CHILDREN IN CRISES - SUPPORTS JDC MISSION & PROGRAMS AIDING CHILDREN IN CRISES. JACK G. BUNCHER CHARITABLE FUND FOR AJJDC - TO ADVANCE THE MISSION AND PROGRAMS OF THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC. (AJJDC), PROGRAMS RELATING TO: CHILDREN IN CRISES, ELDERLY, YOUNG PARENTS, & OTHER ADULTS. JOINT ISRAEL - TO HELP ISRAEL'S MOST DISADVANTAGED POPULATIONS: CHILDREN, YOUTH AT RISK, IMMIGRANTS, THE ELDERLY, AND PEOPLE WITH DISABILITIES. THE MAURICE AND VIVIENNE WOHL CHARITABLE FOUNDATION - SPECIAL TRUST ESTABLISHED PRIMARILY TO AID NEEDY JEWS IN FORMER SOVIET UNION. THE AJJDC (U.K.) TRUST - TO ADVANCE THE CHARITABLE AND EDUCATIONAL PURPOSE OF JDC. CHARITY FUND JDC; INT'L SOCIAL ORGN. AJJDC, INC. CENTER; INT'L PUBLIC ORGANIZATION UNITED JOINT; THE AMERICAN AJJDC INC. CENTER; PUBLIC ORN. JOINT IN THE NE REG. OF UKR.; AJJDC IN MOLDOVA; LOCAL CHARITY FUND JOINT; PRIVATE PRESCHOOL EDUCATION INST. ANAVIM; MENORA LLC; SOLOMONIKA LLC; BEITH DAN LLC; DEKEL LLC; TAPUZ KINDERGARTEN LLC; SHALHEVET LLC; JOINT BULGARIA ASSOCIATION; JDC ESTONIA SIHTASUTUS; FUNDACJA JDC POLAND; JOINT RO; AJJDC EUROPE; INDIAN JOINT TRUST; JDC SWITZERLAND ASSOCIATION; THE AJJDC, DEUTSCHLAND E.V.; PUBLIC ORGANIZATION HALOM; JEWISH CULTURAL CENTER ON NIKITSKAYA; YESOD JEWISH ST. PETERSBURG COMMUNITY HOUSE; JEWISH CHARITY FOUNDATION BEYTEINU; LEATID FRANCE; ICCD FRANCE; AJJDC PARIS; ASOCIATIA JDC-RO; MALBEN INSTITUTE; ELKA; AJJDC-AUSTRALIA; AREC MOLDOVA; JDC INTERNATIONAL LTD; JDC LATIN AMERICA; AJJDC EUROPE, ASIA, AND AFRICA FOUNDATION; JDC HUNGARY FOUNDATION; ASSOCIATION JDC; TAUB CENTER;SOLOMONICA JCC DNEPROPETROVSK; JEWISH CULUTRAL CENTER SOLOMONIKA; WOHL BVI LIMITED; Magyarorszgi Zsid Szocilis Segly Alaptvny. AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE ("JDC") IS A WORLDWIDE ORGANIZATION THAT OPERATES IN 12 OF THE 15 FORMER SOVIET UNION REPUBLICS ("FSU") AS WELL AS EASTERN EUROPE, AFRICA AND ASIA. JDC ENTITIES IN THESE REGIONS FOCUS ON THE FOLLOWING PROGRAMMATIC INITIATIVES: PROVIDING FOOD, MEDICINE, HOME CARE, AND WINTER RELIEF FOR HOLOCAUST SURVIVORS AND ELDERLY JEWS; DELIVERING NUTRITIONAL ASSISTANCE, HEALTHCARE, FINANCIAL SUPPORT, AND CHILD-DEVELOPMENT SERVICES TO THE NEEDIEST CHILDREN AND THEIR FAMILIES. RENEWAL AND SUPPORT OF JEWISH LIFE BY DEVELOPING AND MAINTAINING COMMUNITY INFRASTRUCTURE, LEADERSHIP, AND EDUCATIONAL RESOURCES. DEVELOPING TOMORROWS JEWISH LEADERS BY TRAINING VOLUNTEERS AND PROFESSIONALS TO LAY THE FOUNDATION FOR COMMUNAL JEWISH LIFE AND NURTURING EMERGING VISIONARIES TO CREATE JEWISH LEARNING INITIATIVES AND EXPERIENCES FOR CHILDREN AND YOUTH.