2018-05-11T09:51:04-05:00 2017-06-30 990 2016-07-01 510172429 UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC UNIT 2128361730 130 EAST 59TH STREET NEW YORK NY 100221302 JOANN LOCASCIO CONTROLLER 2128361730 2018-05-11 2016 2022-09-23 18:48:47Z UJA-FEDERATION OF NEW YORK ERIC S GOLDSTEIN 130 EAST 59TH STREET NEW YORK NY 10022 835772000 0 X WWW.UJAFEDNY.ORG X 1975 NY UJA-FEDERATION CARES FOR JEWS AND ALL NEW YORKERS,RESPONDS TO CRISES AND SHAPES OUR JEWISH FUTURE. 161 160 536 4000 6418000 857792 175930000 209725000 760000 806000 51129000 46019000 -4433000 -5132000 223386000 251418000 157444000 151503000 0 0 47733000 49802000 0 0 30922000 30370000 35178000 235547000 236483000 -12161000 14935000 1280118000 1418834000 200742000 238717000 1079376000 1180117000 X UJA-FEDERATION OF NEW YORK (UJA) CARES FOR JEWS EVERYWHERE AND NEW YORKERS OF ALL BACKGROUNDS, RESPONDS TO CRISES CLOSE TO HOME AND FAR AWAY, AND HELPS TO SHAPE OUR JEWISH FUTURE. UJA SUSTAINS A CORE (CONT. ON PAGE 87)NETWORK OF NONPROFITS THAT INCLUDES 82 HEALTH, HUMAN-SERVICE, EDUCATIONAL, AND COMMUNITY-BUILDING INSTITUTIONS, AND SUPPORTS MORE THAN 300 OTHER ORGANIZATIONS, PROVIDING FUNDING AND OTHER CRITICAL RESOURCES. UJA'S GOVERNMENT ADVOCACY HELPS SECURE TENS OF MILLIONS OF DOLLARS ANNUALLY FOR SERVICES PROVIDED BY ITS NONPROFIT PARTNERS, BENEFITING NEW YORKERS IN NEED. UJA DELIVERS STRATEGIC SOLUTIONS TO EMERGING ISSUES AFFECTING THE JEWISH COMMUNITY BY COMMISSIONING RESEARCH AND CONVENING EXPERTS ACROSS DISCIPLINES. WITH FIELD-LEADING PLANNING EXPERTISE AND A REACH THAT EXTENDS FROM NEW YORK TO ISRAEL TO NEARLY 70 COUNTRIES AROUND THE WORLD,UJA SUSTAINS IMPORTANT COMMUNITY PROGRAMS,LAUNCHES R&D PROJECTS,AND QUICKLY MOBILIZES TO OFFER A JEWISH RESPONSE TO HUMANITARIAN CRISES. 0 0 74662000 63345000 CARING FOR PEOPLE IN NEED AND RESPONDING TO CRISIS: UJA ALLOCATES FUNDS TO NONPROFITS TO SUPPORT PROGRAMS THAT PROVIDE CRITICAL AID AND SERVICES TO HUNDREDS OF THOUSANDS OF PEOPLE EACH YEAR IN NEW YORK CITY, WESTCHESTER COUNTY, AND LONG ISLAND. THESE NONPROFITS SERVE BOTH JEWS AND THE BROADER NEW YORK COMMUNITY, INCLUDING THE POOR AND UNEMPLOYED, IMMIGRANTS, SENIORS, HOLOCAUST SURVIVORS, SINGLE PARENTS, AND PEOPLE WITH AUTISM AND DISABILITIES. THE SERVICES THEY PROVIDE INCLUDE HOUSING, MEDICAL CARE, END-OF-LIFE AND PALLIATIVE CARE, MENTAL HEALTH COUNSELING, EDUCATION, FOOD PROGRAMS, VOCATIONAL EDUCATION AND GUIDANCE, AND CITIZENSHIP AND ACCULTURATION SKILLS. UJA ALSO PROMOTES VOLUNTEERISM, FACILITATING THE RECRUITMENT(CONT. ON PAGE 87)(CONTINUED FROM PAGE 3)AND TRAINING OF VOLUNTEERS WHO SERVE CLIENTS AT DOZENS OF NONPROFITS. IN ADDITION, UJA SUPPORTS PROGRAMS IN ISRAEL AND IN NEARLY 70 OTHER COUNTRIES AROUND THE WORLD THAT PROVIDE BASIC HUMAN SERVICES AND ENABLE IMMIGRATION TO ISRAEL BY JEWS LIVING IN AT-RISK COMMUNITIES. IN THE AFTERMATH OF NATURAL DISASTERS, TERRORISM AND WARS IN ISRAEL AND ELSEWHERE, UJA, THROUGH ITS NONPROFIT PARTNERS, ASSISTS VICTIMS, PROVIDES TRAUMA RELIEF TO BOTH INDIVIDUALS AND COMMUNITIES, AND WORKS TO BUILD RESILIENCE. 103907000 88158000 DEEPENING JEWISH ENGAGEMENT AND STRENGTHENING JEWISH COMMUNITIES:UJA SUPPORTS INNOVATIVE INITIATIVES THAT ENCOURAGE JEWS OF ALL AGES TO EXPLORE THEIR JEWISH IDENTITY AND PROVIDES FUNDS FOR A RANGE OF PROGRAMS THAT SERVE A DIVERSE JEWISH COMMUNITY. THESE PROGRAMS STRENGTHEN SYNAGOGUES, SUPPORT COLLEGE STUDENTS BY PROMOTING JEWISH LIFE ON CAMPUS, CONNECT YOUNG JEWS TO ISRAEL, AND PROVIDE OPPORTUNITIES TO ENGAGE INTERFAITH FAMILIES AND UNAFFILIATED JEWS. AS PART OF ITS COMMITMENT TO EDUCATION AND LIFELONG LEARNING, UJA PROVIDES SUPPORT FOR INFORMAL AND FORMAL JEWISH EDUCATIONAL PROGRAMS FOR BOTH CHILDREN AND ADULTS. UJA ALSO PROVIDES FUNDS FOR SCHOLARSHIPS AND TEACHER BENEFITS AT JEWISH DAY SCHOOLS AND SCHOLARSHIPS FOR ISRAEL EXPERIENCE PROGRAMS(CONT. ON PAGE 87)(CONTINUED FROM PAGE 3)AND JEWISH SUMMER DAY AND OVERNIGHT CAMPS, ALL IMPORTANT PLATFORMS FOR POSITIVE JEWISH EXPERIENCE AND ENGAGEMENT. RECOGNIZING THAT ISRAEL IS FUNDAMENTAL TO THE JEWISH PAST, PRESENT, AND FUTURE, UJA ALSO HELPS JEWS WHO CHOOSE TO IMMIGRATE TO ISRAEL. IN ADDITION, UJA INVESTS IN STRENGTHENING ISRAELI CIVIL SOCIETY TO PROMOTE AN INCLUSIVE, DEMOCRATIC, AND THRIVING JEWISH STATE. IN BOTH ISRAEL AND NEW YORK, UJA SUPPORTS COMMUNITY RELATIONS ORGANIZATIONS THAT PROMOTE TOLERANCE, EQUALITY, AND MUTUAL RESPECT AMONG DIVERSE POPULATIONS. 178569000 1 1 0 1 0 1 0 0 1 1 1 1 0 1 1 1 0 1 0 1 1 1 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 1 X 607 0 1 536 1 1 1 1 BD 0 0 0 1 1 0 0 0 0 X 161 160 1 0 1 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 0 FL X X JOANN LOCASCIO CONTROLLER 2128361730 130 EAST 59TH STREET NEW YORK NY 100221302 X JEFFREY A SCHOENFELD PRESIDENT/DIRECTOR 0.00 X X 0 0 0 ROBERT S KAPITO CHAIR OF THE BOARD/DIRECTO 0.00 X X 0 0 0 JEFFREY M STERN TREASURER/DIRECTOR 0.00 X X 0 0 0 BRETT H BARTH PLANNING CHAIR/DIRECTOR 0.00 X X 0 0 0 AMY AB BRESSMAN PLANNING CHAIR/DIRECTOR 0.00 X X 0 0 0 KAREN SW FRIEDMAN PLANNING CHAIR/DIRECTOR 0.00 X X 0 0 0 RONI RUBENSTEIN PLANNING CHAIR/DIRECTOR 0.00 X X 0 0 0 ALISA F LEVIN CAMPAIGN CHAIR/DIRECTOR 0.00 X X 0 0 0 DAVID L MOORE CAMPAIGN CHAIR/DIRECTOR 0.00 X X 0 0 0 JONATHAN PLUTZIK GENERAL PLANNING CHAIR/DIRECTOR 0.00 X X 0 0 0 JUDITH K BAUM CHAIR, UJA WOMEN/DIRECTOR 0.00 X 0 0 0 GARY CLAAR CHAIR,PLANNED GIVING&ENDOWMENTS/DIRECTOR 0.00 X 0 0 0 JACOB W DOFT EXEC. COMM. AT LARGE/DIRECTOR 0.00 X 0 0 0 MARTINE FLEISHMAN EXEC. COMM. AT LARGE/DIRECTOR 0.00 X 0 0 0 JONATHON C HELD EXEC. COMM. AT LARGE/DIRECTOR 0.00 X 0 0 0 BARRY A KAPLAN EXEC. COMM. AT LARGE/DIRECTOR 0.00 X 0 0 0 SUZANNE F PECK EXEC. COMM. AT LARGE/DIRECTOR 0.00 X 0 0 0 KAREN R ADLER DIRECTOR 0.00 X 0 0 0 JOSEPH S ALLERHAND DIRECTOR 0.00 X 0 0 0 HOWARD D ALTSCHUL DIRECTOR 0.00 X 0 0 0 SANFORD L ANTIGNAS DIRECTOR 0.00 X 0 0 0 DONALD ASHKENASE DIRECTOR 0.00 X 0 0 0 RABBI ANDREW N BACHMAN DIRECTOR 0.00 X 0 0 0 MORRIS BAILEY DIRECTOR 0.00 X 0 0 0 NATALIE W BARTH DIRECTOR 0.00 X 0 0 0 ADRIENNE BAVAR DIRECTOR 0.00 X 0 0 0 GAYLE BERG DIRECTOR 0.00 X 0 0 0 TRISANNE BERGER DIRECTOR 0.00 X 0 0 0 RONIT J BERKOVICH DIRECTOR 0.00 X 0 0 0 ALAN S BERNIKOW DIRECTOR 0.00 X 0 0 0 TRACEY D BILSKI DIRECTOR 0.00 X 0 0 0 MARNIE BLACK DIRECTOR 0.00 X 0 0 0 DANIEL B BLASER DIRECTOR 0.00 X 0 0 0 THOMAS BLUMBERG DIRECTOR 0.00 X 0 0 0 PAULA BLUMENFELD DIRECTOR 0.00 X 0 0 0 RABBI LESTER BRONSTEIN DIRECTOR 0.00 X 0 0 0 RABBI ANGELA W BUCHDAHL DIRECTOR 0.00 X 0 0 0 BENJAMIN CANET DIRECTOR 0.00 X 0 0 0 KENNETH W CAPPELL DIRECTOR 0.00 X 0 0 0 RAYMOND CHALME DIRECTOR 0.00 X 0 0 0 ISAAC S CHERA DIRECTOR 0.00 X 0 0 0 MARC CHODOCK DIRECTOR 0.00 X 0 0 0 SUSAN CLASTER DIRECTOR 0.00 X 0 0 0 CAROL H CORBIN DIRECTOR 0.00 X 0 0 0 MARLA CORNEJO DIRECTOR 0.00 X 0 0 0 DEBBIE COSGROVE DIRECTOR 0.00 X 0 0 0 RABBI ELLIOT J COSGROVE DIRECTOR 0.00 X 0 0 0 ALISA R DOCTOROFF DIRECTOR 0.00 X 0 0 0 SUZANNE R DOFT DIRECTOR 0.00 X 0 0 0 ALEXANDER S EHRLICH DIRECTOR 0.00 X 0 0 0 CAROL EINIGER DIRECTOR 0.00 X 0 0 0 RACHEL S EPSTEIN DIRECTOR 0.00 X 0 0 0 CINDY FEINBERG DIRECTOR 0.00 X 0 0 0 MICHAEL E FOREMAN DIRECTOR 0.00 X 0 0 0 EMILY GINDI DIRECTOR 0.00 X 0 0 0 LAURIE E GIRSKY DIRECTOR 0.00 X 0 0 0 BILLIE GOLD DIRECTOR 0.00 X 0 0 0 JONATHAN E GOLD DIRECTOR 0.00 X 0 0 0 LESLIE GOLDBERG DIRECTOR 0.00 X 0 0 0 CAROL S GOLDSTEIN DIRECTOR 0.00 X 0 0 0 CINDY R GOLUB DIRECTOR 0.00 X 0 0 0 JACK M GORMAN DIRECTOR 0.00 X 0 0 0 MARILYN GOTTLIEB DIRECTOR 0.00 X 0 0 0 PATRICIA GREEN DIRECTOR 0.00 X 0 0 0 WILLIAM GREENBLATT DIRECTOR 0.00 X 0 0 0 LAURENCE GREENWALD DIRECTOR 0.00 X 0 0 0 ELLEN L GROSSMAN DIRECTOR 0.00 X 0 0 0 JOHN A HERRMANN JR DIRECTOR 0.00 X 0 0 0 NANCY HIRSCHTRITT DIRECTOR 0.00 X 0 0 0 STACY HOFFMAN DIRECTOR 0.00 X 0 0 0 FRANCINE ASHER HOLTZMAN DIRECTOR 0.00 X 0 0 0 MARVIN ISRAELOW DIRECTOR 0.00 X 0 0 0 LYNN JACOBS DIRECTOR 0.00 X 0 0 0 SUZANNE D JAFFE DIRECTOR 0.00 X 0 0 0 DONNA JAKUBOVITZ DIRECTOR 0.00 X 0 0 0 JOSEPH L JEROME DIRECTOR 0.00 X 0 0 0 LINDA JESSELSON DIRECTOR 0.00 X 0 0 0 MICHAEL KALNICKI DIRECTOR 0.00 X 0 0 0 ROBIN H KAPLAN DIRECTOR 0.00 X 0 0 0 KAREN SPAR KASNER DIRECTOR 0.00 X 0 0 0 KAREN KASTENBAUM DIRECTOR 0.00 X 0 0 0 EVELYN B KENVIN DIRECTOR 0.00 X 0 0 0 ALFONSO S KIMCHE DIRECTOR 0.00 X 0 0 0 MICHAEL D KLEINBERG DIRECTOR 0.00 X 0 0 0 LAURA KLEINHANDLER DIRECTOR 0.00 X 0 0 0 CANDICE B KOERNER DIRECTOR 0.00 X 0 0 0 LOIS KOHN-CLAAR DIRECTOR 0.00 X 0 0 0 MICHAEL R LAX DIRECTOR 0.00 X 0 0 0 SANDY B LENGER DIRECTOR 0.00 X 0 0 0 RABBI YOSIE LEVINE DIRECTOR 0.00 X 0 0 0 DIANE C LEVY DIRECTOR 0.00 X 0 0 0 PAUL G LEVY DIRECTOR 0.00 X 0 0 0 MITCHELL LEWIS DIRECTOR 0.00 X 0 0 0 SAMUEL G LISS DIRECTOR 0.00 X 0 0 0 DAVID S LOBEL DIRECTOR 0.00 X 0 0 0 RABBI ALAN LUCAS DIRECTOR 0.00 X 0 0 0 HEIDI LURENSKY DIRECTOR 0.00 X 0 0 0 MICHAEL P LUSTIG DIRECTOR 0.00 X 0 0 0 GREGORY S LYSS DIRECTOR 0.00 X 0 0 0 WILLIAM L MACK DIRECTOR 0.00 X 0 0 0 RALPH P MARASH DIRECTOR 0.00 X 0 0 0 BRYCE A MARKUS DIRECTOR 0.00 X 0 0 0 EDWARD A MERMELSTEIN DIRECTOR 0.00 X 0 0 0 BARRY G MOSS DIRECTOR 0.00 X 0 0 0 SARA E NATHAN DIRECTOR 0.00 X 0 0 0 JOSHUA OBOLER DIRECTOR 0.00 X 0 0 0 MICHAEL OLSHAN DIRECTOR 0.00 X 0 0 0 LEE H PERLMAN DIRECTOR 0.00 X 0 0 0 VICKI C FELDMAN PORTMAN DIRECTOR 0.00 X 0 0 0 TINA PRICE DIRECTOR 0.00 X 0 0 0 GAIL PROPP DIRECTOR 0.00 X 0 0 0 JACK A RAHMEY DIRECTOR 0.00 X 0 0 0 ANDREW V RECHTSCHAFFEN DIRECTOR 0.00 X 0 0 0 THEODORE RICHMAN DIRECTOR 0.00 X 0 0 0 HEIDI C RIEGER DIRECTOR 0.00 X 0 0 0 MARCIA RIKLIS DIRECTOR 0.00 X 0 0 0 IRINA ROLLER DIRECTOR 0.00 X 0 0 0 MICHAEL F ROSENBAUM DIRECTOR 0.00 X 0 0 0 GARY ROSENBERG DIRECTOR 0.00 X 0 0 0 MARTIN ROSENMAN DIRECTOR 0.00 X 0 0 0 STEVEN J ROTTER DIRECTOR 0.00 X 0 0 0 STEPHEN RUTENBERG DIRECTOR 0.00 X 0 0 0 EDMOND M SAFRA DIRECTOR 0.00 X 0 0 0 HELEN SAMUELS DIRECTOR 0.00 X 0 0 0 NEIL J SANDLER DIRECTOR 0.00 X 0 0 0 WILLIAM H SCHRAG DIRECTOR 0.00 X 0 0 0 ERIC SEILER DIRECTOR 0.00 X 0 0 0 DONNA SENTER DIRECTOR 0.00 X 0 0 0 SARENE P SHANUS DIRECTOR 0.00 X 0 0 0 RABBI GIDEON SHLOUSH DIRECTOR 0.00 X 0 0 0 PAUL A SIEGEL DIRECTOR 0.00 X 0 0 0 SHIRLEY SILVER DIRECTOR 0.00 X 0 0 0 DAVID SILVERS DIRECTOR 0.00 X 0 0 0 LISA SILVERSTEIN DIRECTOR 0.00 X 0 0 0 PATRICIA B SILVERSTEIN DIRECTOR 0.00 X 0 0 0 HARRIET G SINGER DIRECTOR 0.00 X 0 0 0 TARA SLONE-GOLDSTEIN DIRECTOR 0.00 X 0 0 0 JILL W SMITH DIRECTOR 0.00 X 0 0 0 KAREN R SOBEL DIRECTOR 0.00 X 0 0 0 GEULA SOLOMON DIRECTOR 0.00 X 0 0 0 JEFFREY M SOLOMON DIRECTOR 0.00 X 0 0 0 JEROME SPITZER DIRECTOR 0.00 X 0 0 0 JAMIE BW STECHER DIRECTOR 0.00 X 0 0 0 RABBI CHAIM STEINMETZ DIRECTOR 0.00 X 0 0 0 DAVID A STERLING DIRECTOR 0.00 X 0 0 0 PETER K STERN DIRECTOR 0.00 X 0 0 0 STEPHANIE J STIEFEL DIRECTOR 0.00 X 0 0 0 HARRIET KAPLAN SUVALL DIRECTOR 0.00 X 0 0 0 JACKY TEPLITZKY DIRECTOR 0.00 X 0 0 0 BENJAMIN J TISCH DIRECTOR 0.00 X 0 0 0 JOSHUA S WANDERER DIRECTOR 0.00 X 0 0 0 GABRIEL F WASSERMAN DIRECTOR 0.00 X 0 0 0 TALI WEINSTEIN DIRECTOR 0.00 X 0 0 0 ADAM WEISSENBERG DIRECTOR 0.00 X 0 0 0 PAMELA P WEXLER DIRECTOR 0.00 X 0 0 0 ERIKA S WITOVER DIRECTOR 0.00 X 0 0 0 STEVEN B WOLITZER DIRECTOR 0.00 X 0 0 0 SHAHRAM YAGHOUBZADEH DIRECTOR 0.00 X 0 0 0 FREDRIC W YERMAN DIRECTOR 0.00 X 0 0 0 JOY M ZELIN DIRECTOR 0.00 X 0 0 0 JULIA E ZEUNER DIRECTOR 0.00 X 0 0 0 AARON L ZISES DIRECTOR 0.00 X 0 0 0 ERIC S GOLDSTEIN CHIEF EXECUTIVE OFFICER 35.00 X 537000 0 241000 IRVIN A ROSENTHAL CHIEF FINANCIAL OFFICER 35.00 X 493000 0 154000 ELLEN R ZIMMERMAN SECRETARY/GEN'L COUNSEL & CCO 35.00 X 317000 0 109000 MARK MEDIN EXEC. VICE PRESIDENT - FRD 35.00 X 459000 0 91000 STUART TAUBER VICE PRESIDENT, REGIONS 35.00 X 257000 0 75000 GRAHAM CANNON CHIEF MARKETING OFFICER 35.00 X 309000 0 44000 LOUISA CHAFEE SENIOR VICE PRESIDENT 35.00 X 271000 0 0 DEBORAH JOSELOW CHIEF PLANNING OFFICER 35.00 X 219000 0 58000 COLIN AMBROSE CHIEF INVESTMENT OFFICER 35.00 X 700000 0 27000 DEVANA COHEN DIRECTOR, INVESTMENTS 35.00 X 339000 0 14000 JENNIFER GROSS VICE PRESIDENT, AFFINITY CAMPAIGN 35.00 X 267000 0 4000 WILLIAM SAMERS VP, PLANNED GIVING & ENDOWNMENTS 35.00 X 246000 0 49000 WENWEN LI DIRECTOR, INVESTMENTS 35.00 X 227000 0 42000 JOHN S RUSKAY EXEC. VICE PRES. & CEO (FORMER) 13.00 X 167000 0 0 ALISA RUBIN KURSHAN FORMER EXEC. VICE PRESIDENT 35.00 X 177000 0 6000 4985000 0 914000 97 1 1 0 FLIK INTERNATIONAL CORP PO BOX 91337 CHICAGO IL 60693 FOOD SERVICE PROVIDER 1039000 FOREMOST RAM CATERERS INC 65 ANDERSON AVENUE MOONACHIE NJ 07074 FOOD SERVICE PROVIDER 854000 INTERNATIONAL SECURITY ASSOCIATES INC 301 EAST 62ND STREET NEW YORK NY 10021 SECURITY 761000 PRINCIPAL BUILDING SERVICE LLC 505 8TH AVENUE SUITE 1000 NEW YORK NY 10018 CLEANING 594000 DATA INTERCHANGE SYSTEMS INC DBA PELTRI 9 RIDGE WAY PURDYS NY 10578 CONSULTANTS 501000 52 33312000 22932000 153481000 10786000 209725000 TRUST FOR DISAB ADULTS 900099 670000 670000 PUBLIC POLICY SERVICES 900099 1000 1000 135000 135000 806000 11439000 5021000 6418000 30000 0 30000 30000 30000 607540000 572960000 34580000 34580000 34580000 5383000 33312000 11394000 -6011000 -6011000 PENSION PLAN ADMIN FEE 561000 129000 129000 720000 720000 849000 251418000 41256000 6418000 -5981000 148625000 148625000 2189000 2189000 689000 689000 3577000 1144000 1165000 1268000 34460000 10131000 8866000 15463000 2351000 691000 605000 1055000 6810000 2002000 1752000 3056000 2604000 766000 670000 1168000 390000 115000 100000 175000 435000 435000 92000 92000 7262000 7262000 6252000 4133000 857000 1262000 1019000 216000 215000 588000 2833000 831000 734000 1268000 1329000 234000 709000 386000 3392000 950000 866000 1576000 1093000 321000 281000 491000 82000 24000 21000 37000 2032000 795000 541000 696000 3470000 1186000 998000 1286000 573000 3000 568000 2000 BAD DEBT EXPENSE 1519000 1519000 SCHOLARSHIPS & TUITIONS 1416000 1416000 CREDIT CARD FEES 538000 538000 A/V SERVICES OUTSIDE 321000 94000 83000 144000 1130000 403000 264000 463000 236483000 178569000 26992000 30922000 14876000 16790000 46464000 72681000 72066000 98335000 3779000 3188000 2555000 1660000 82828000 23323000 61321000 59505000 448761000 482786000 483202000 499379000 25772000 28738000 121322000 155772000 1280118000 1418834000 15234000 21960000 15553000 15142000 52436000 49858000 64348000 65679000 53171000 86078000 200742000 238717000 X 491792000 520319000 336604000 402727000 250980000 257071000 1079376000 1180117000 1280118000 1418834000 X 14935000 69834000 15972000 X 0 1 X 1 0 X 168819000 167268000 179938000 175930000 209725000 901680000 168819000 167268000 179938000 175930000 209725000 901680000 901680000 11636000 15230000 611000 6055000 5021000 38553000 466000 877000 323000 2209000 6418000 10293000 -1549000 -505000 277000 296000 849000 -632000 949894000 27332000 0.94920 0.93850 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1000 91000 92000 236391000 236483000 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 52000 94000 69000 92000 307000 250000 250000 250000 250000 1000000 1500000 2000 3000 2000 1000 8000 20 275000 789000 22096000 0 0 0 1 X 875228000 42612000 97758000 -60626000 -9116000 -2598000 943258000 959061000 26304000 -45227000 -57880000 -4455000 -2575000 875228000 984050000 20257000 20468000 -57586000 -5747000 -2381000 959061000 892696000 18282000 133291000 -57355000 -1796000 -1068000 984050000 820545000 26995000 101870000 -55729000 -985000 892696000 0.39000 0.27000 0.34000 0 0 1118000 1118000 74528000 20281000 54247000 7182000 3042000 4140000 59505000 MULTI-STRATEGY HEDGE FUNDS 224588000 F PRIVATE EQUITY/REAL-ESTATE 112636000 F INTEREST IN RELATED ORGANIZATIONS 47235000 C NON-PUBLIC EQUITIES 94864000 F STATE OF ISRAEL BONDS 13674000 C PRIVATE CREDIT INVESTMENT 6375000 F INTEREST IN OIL AND GAS PROPERTIES 7000 F 499379000 AMOUNTS HELD ON BEHALF OF OTHER AGENCIES 65679000 ASSETS HELD UNDER CHARITABLE TRUST AGREEMENTS 37409000 UNEXPENDED BOND PROCEEDS 34660000 NON-DEPRECIABLE PROPERTY 9476000 INTERCOMPANY RECEIVABLES 3310000 CASH SURRENDER VALUE - LIFE INSURANCE 4001000 OTHER 1237000 155772000 LIABILITIES UNDER CHARITABLE TRUST AND ANNUITY AGREEMENTS 47225000 TAXABLE BOND LIABILITIES 34631000 ACCRUED POSTRETIREMENT BENEFITS 4222000 86078000 X 329458000 69834000 150000 15318000 85302000 244156000 7262000 7262000 251418000 229371000 150000 150000 229221000 7262000 7262000 236483000 PART IV, LINE 2B: CERTAIN NETWORK AGENCIES INVEST IN THE UJA POOLED INVESTMENT ACCOUNT. PART V, LINE 4: INTENDED USES OF ENDOWMENT FUNDS: THE ORGANIZATION'S OPERATING BUDGET IS BASED UPON A TOTAL "SOURCES & USES" OF FUNDS CONCEPT. SOURCES OF FUNDING ARE IDENTIFIED DURING THE OPERATING BUDGET PROCESS TO COVER PLANNED EXPENDITURES. OTHER THAN THE ANNUAL CAMPAIGN, THE ENDOWMENT IS THE NEXT SINGLE HIGHEST SOURCE OF FUNDING FOR BUDGETARY NEEDS. PART X, LINE 2: FIN 48: THE ORGANIZATION FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION (ASC) SUBTOPIC 740-10, INCOME TAXES - OVERALL (ASC 740-10), RELATING TO UNCERTAINTY IN INCOME TAXES. FOR THE ORGANIZATION, ASC 740-10 IS PRIMARILY APPLICABLE TO THE INCURRENCE OF UNRELATED BUSINESS INCOME TAX ATTRIBUTABLE TO CERTAIN OF ITS INVESTMENTS. ASC 740-10 ESTABLISHES A MINIMUM THRESHOLD FOR FINANCIAL STATEMENT RECOGNITION OF THE BENEFITS OF POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN FILING TAX RETURNS. IT REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE "MORE-LIKELY-THAN-NOT" THRESHOLD ARE RECORDED AS A TAX EXPENSE. THERE ARE NO TAX POSITIONS NOT DEEMED TO MEET THE "MORE-LIKELY THAN-NOT" THRESHOLD. PART XI, LINE 2D - OTHER ADJUSTMENTS: IMPUTED RENTAL INCOME 15,318,000. PART I, LINES 5 AND 6: THE ORGANIZATION DOES NOT MAINTAIN DONOR ADVISED FUNDS. HOWEVER, IT DOES MAINTAIN CERTAIN TEMPORARILY AND PERMANENTLY RESTRICTED FUNDS ("SIMILAR FUNDS") THAT ARE OVERSEEN BY SPECIAL COMMITTEES. UJA APPOINTS A MAJORITY OF THE MEMBERS THAT SERVE ON EACH OF THESE SPECIAL COMMITTEES; OTHER MEMBERS MAY BE SELECTED BY THE DONOR OR THE DONOR'S FAMILY. 1 NORTH AMERICA 1 PROGRAM SERVICES INSURANCE SERVICES FOR NETWORK AGENCIES 4308000 MIDDLE EAST 1 6 PROGRAM SERVICES MONITORING OF GRANTS - REFER TO SCHEDULE F, PART V, SUPPLEMENTAL INFORMATION 1068000 RUSSIA GRANTMAKING/PROGRAM SERVICES 903000 CARIBBEAN INVESTMENTS 215856000 1 7 0 0 1 7 222135000 0 222135000 RUSSIA SHAPING THE JEWISH FUTURE 903000 WIRE 1 1 0 1 1 1 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 AND CONTRACTS 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. WALL STREET DINNER 3930000 3568000 362000 1000 742000 252000 PERSON OF THE YEAR 2249000 2140000 109000 192000 1000 104 30242000 27578000 2664000 106000 775000 4412000 366000 1270000 36421000 33286000 3135000 107000 775000 5346000 366000 1523000 8117000 -4982000 1 92ND STREET YM-YWHA 1395 LEXINGTON AVENUE NEW YORK NY 10128 131624229 501(C)3 767000 CARING / JEWISH LIFE ACHILLES INTERNATIONAL INC 42 WEST 38TH STREET SUITE 400 NEW YORK NY 10018 133318293 501(C)3 10000 CARING AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE 633 3RD AVENUE 20TH FLOOR NEW YORK NY 10017 131623886 501(C)3 10000 CARING AMERICAN FRIENDS OF LIBI 420 HARVARD STREET BROOKLINE MA 02446 320081620 501(C)3 350000 JEWISH LIFE AMERICAN FRIENDS OF SHALVA 315 5TH AVENUE 6TH FLOOR NEW YORK NY 10016 562676533 501(C)3 100000 JEWISH LIFE AMERICAN FRIENDS OF THE REUT INSTITUTE 8383 WILSHIRE BOULEVARD SUITE 400 BEVERLY HILLS CA 90211 203585888 501(C)3 15000 CARING AMERICAN JEWISH WORLD SERVICE 45 W 36TH STREET 10TH FLOOR NEW YORK NY 10018 222584370 501(C)3 40000 CARING AVODAH THE JEWISH SERVICE CORPS 125 MAIDEN LANE ROOM 8B NEW YORK NY 10038 133914342 501(C)3 45000 CARING / JEWISH LIFE BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER 15 NEIL COURT OCEANSIDE NY 11572 112002556 501(C)3 711000 CARING / JEWISH LIFE BETH HAKNESSETH OHR HAMIZRACH 347 OCEAN PARKWAY BROOKLYN NY 11218 113199799 501(C)3 7000 JEWISH LIFE BETH ISRAEL MEDICAL CENTER 1ST AVENUE AT 16TH STREET NEW YORK NY 10003 135564934 501(C)3 30000 CARING BLYTHEDALE CHILDREN'S HOSPITAL 95 BRADHURST AVENUE VALHALLA NY 10595 131739922 501(C)3 15000 CARING B'NAI BRITH YOUTH ORGANIZATION (BBYO) 5432 MAYFIELD ROAD ROOM 205 LYNDHURST OH 44124 311794932 501(C)3 9000 JEWISH LIFE BORO PARK YM & YWHA 4912 14TH AVENUE BROOKLYN NY 11219 111630917 501(C)3 412000 CARING / JEWISH LIFE BRONX HOUSE EMANUEL CAMPS INC DBA BERKSHIRE HILLS EISENBERG CAMPS 49 WEST 38TH STREET 5TH FLOOR NEW YORK NY 10018 131739934 501(C)3 178000 CARING / JEWISH LIFE BRONX HOUSE JEWISH COMMUNITY CENTER 990 PELHAM PARKWAY SOUTH BRONX NY 10461 131739935 501(C)3 293000 CARING BRONX JEWISH COMMUNITY COUNCIL 2930 WALLACE AVENUE BRONX NY 10467 132744533 501(C)3 142000 CARING BRONX-RIVERDALE YM-YWHA 5625 ARLINGTON AVENUE BRONX NY 10471 131740507 501(C)3 550000 CARING / JEWISH LIFE BROOKLYN HEIGHTS SYNAGOGUE 131 REMSEN STREET BROOKLYN NY 11201 112404508 501(C)3 8000 CARING CAMP DORA GOLDING 5515 NEW UTRECHT AVENUE BROOKLYN NY 11219 136000413 501(C)3 72000 289000 APPRAISAL IMPUTED RENT JEWISH LIFE CARDINAL MCCLOSKEY COMMUNITY SERVICES 115 EAST STEVENS AVENUE SUITE LL5 VALHALLA NY 10595 131740443 501(C)3 14000 CARING CAROLINE AND JOSEPH S GRUSS LIFE MONUMENT FUNDS INC 45 BROADWAY SUITE 3050 NEW YORK NY 10006 133573461 501(C)3 3525000 JEWISH LIFE CATHOLIC CHARITIES COMMUNITY SERVICES OF THE ARCHDIOCESE OF NEW YORK 1011 1ST AVENUE 6TH FLOOR NEW YORK NY 10022 135562185 501(C)3 14000 CARING CATHOLIC GUARDIAN SERVICES 1011 1ST AVENUE 10TH FLOOR NEW YORK NY 10022 135562186 501(C)3 13000 CARING CENTRAL QUEENS YM & YWHA 6709 108TH STREET FOREST HILLS NY 11375 111633509 501(C)3 915000 CARING / JEWISH LIFE CHALLAH FOR HUNGER 1900 MARKET STREET 8TH FLOOR PHILADELPHIA PA 19103 261540827 501(C)3 7000 JEWISH LIFE COLLEGE OF STATEN ISLAND HILLEL THE MULTI FAITH CENTER BUILDING 1A ROOM 212A STATEN ISLAND NY 10314 260212010 501(C)3 191000 CARING / JEWISH LIFE COMMUNITY ALLIANCE FOR JEWISH-AFFILIATED CEMETERIES (CAJAC) 360 HAMILTON AVENUE WHITE PLAINS NY 10601 562649778 501(C)3 80000 CARING COMMUNITY INITIATIVES 354 PINE STREET SUITE 700 SAN FRANCISCO CA 94104 943255070 501(C)3 341000 JEWISH LIFE CONGREGATION BEIT SIMCHAT TORAH 130 WEST 30TH STREET NEW YORK NY 10001 237406899 501(C)3 9000 CARING / JEWISH LIFE CONGREGATION BETH ELOHIM 274 GARFIELD PLACE BROOKLYN NY 11215 111672755 501(C)3 56000 JEWISH LIFE CONGREGATION TEHILLAH PO BOX 109 BRONX NY 10463 134165869 501(C)3 8000 CARING COUNCIL OF JEWISH EMIGRE COMMUNITY ORGANIZATIONS INC (COJECO) 40 EXCHANGE PLACE SUITE 1302 NEW YORK NY 10005 133955736 501(C)3 670000 JEWISH LIFE CZ WELLNESS GROUP INC (CAMP ZEKE) 809 WEST 181ST STREET 261 NEW YORK NY 10033 461869615 501(C)3 110000 294000 APPRAISAL IMPUTED RENT CARING / JEWISH LIFE DIX HILLS JEWISH CENTER 555 VANDERBILT PARKWAY DIX HILLS NY 11746 112166192 501(C)3 8000 CARING DOROT 171 WEST 85TH STREET NEW YORK NY 10024 133264005 501(C)3 423000 CARING / JEWISH LIFE EAST MIDWOOD JEWISH CENTER 1625 OCEAN AVENUE BROOKLYN NY 11230 111672758 501(C)3 7000 CARING / JEWISH LIFE EDEN VILLAGE CAMP 392 DENNYTOWN ROAD PUTNAM VALLEY NY 10579 264373931 501(C)3 0 134000 APPRAISAL IMPUTED RENT JEWISH LIFE EDITH AND CARL MARKS JEWISH COMMUNITY HOUSE OF BENSONHURST 7802 BAY PARKWAY BROOKLYN NY 11214 111633484 501(C)3 1525000 CARING / JEWISH LIFE EDWIN GOULD SERVICES FOR CHILDREN 151 LAWRENCE STREET 5TH FLOOR BROOKLYN NY 11201 135675643 501(C)3 14000 CARING FOJP SERVICE CORPORATION 28 EAST 28TH STREET 14TH FLOOR NEW YORK NY 10016 132914141 501(C)3 600000 CARING / JEWISH LIFE FOOTSTEPS INC 114 JOHN STREET SUITE 930 NEW YORK NY 10272 200666923 501(C)3 65000 JEWISH LIFE FORT TRYON JEWISH CENTER PO BOX 1164 NEW YORK NY 10040 131814388 501(C)3 20000 JEWISH LIFE FOUNDATION FOR JEWISH CAMP INC 253 WEST 35TH STREET 4TH FLOOR NEW YORK NY 10001 223551013 501(C)3 498000 JEWISH LIFE FRIENDS OF BEZALEL ACADEMY OF ARTS AND DESIGN IN JERUSALEM 370 LEXINGTON AVENUE SUITE 1612 NEW YORK NY 10017 132952614 501(C)3 20000 JEWISH LIFE FRIENDS OF ISRAEL INITIATIVE 2950 SW 27TH AVENUE N100 MIAMI FL 33133 273480535 501(C)3 50000 JEWISH LIFE GURWIN JEWISH GERIATRIC FOUNDATION 68 HAUPPAUGE ROAD COMMACK NY 11725 113109869 501(C)3 8000 CARING GURWIN JEWISH NURSING & REHABILITATION CENTER 68 HAUPPAUGE ROAD COMMACK NY 11725 112785201 501(C)3 111000 CARING / JEWISH LIFE HAROLD GRINSPOON FOUNDATION 67 HUNT STREET SUITE 100 AGAWAM MA 01001 046685725 501(C)3 550000 JEWISH LIFE HAZON INC 125 MAIDEN LANE SUITE 8B NEW YORK NY 10038 131623922 501(C)3 254000 CARING HEBREW ACADEMY FOR SPECIAL CHILDREN 1563 49TH STREET BROOKLYN NY 11219 112107335 501(C)3 10000 CARING HEBREW EDUCATIONAL SOCIETY 9502 SEAVIEW AVENUE BROOKLYN NY 11236 111642720 501(C)3 504000 665000 APPRAISAL IMPUTED RENT CARING / JEWISH LIFE HEBREW FREE BURIAL ASSOCIATION 125 MAIDEN LANE UNIT 5B NEW YORK NY 10038 135596755 501(C)3 71000 CARING HEBREW FREE LOAN SOCIETY 675 3RD AVENUE SUITE 1905 NEW YORK NY 10017 135562239 501(C)3 284000 1000 FMV IMPUTED INTEREST CARING / JEWISH LIFE HEBREW INSTITUTE OF RIVERDALE 3700 HENRY HUDSON PARKWAY RIVERDALE NY 10463 131740456 501(C)3 20000 CARING / JEWISH LIFE HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION BROOKDALE CENTER ONE WEST 4TH STREET NEW YORK NY 10012 310537067 501(C)3 165000 JEWISH LIFE HENRY KAUFMANN CAMPGROUNDS INC 667 BLAUVELT ROAD PEARL RIVER NY 10965 135633239 501(C)3 1193000 3109000 APPRAISAL IMPUTED RENT CARING / JEWISH LIFE HIAS INC (THE HEBREW IMMIGRANT AID SOCIETY) 1300 SPRING STREET 5TH FLOOR SILVER SPRING MD 20910 135633307 501(C)3 298000 CARING / JEWISH LIFE HILLEL AT BARUCH COLLEGE 55 LEXINGTON AVENUE ROOM B2-210 NEW YORK NY 10010 204777751 501(C)3 506000 CARING / JEWISH LIFE HILLEL AT BINGHAMTON UNIVERSITY WEST 208-B UNIVERSITY UNION BINGHAMTON NY 13902 010569965 501(C)3 208000 CARING / JEWISH LIFE HILLEL FOUNDATION FOR JEWISH LIFESNYDER HILLEL CTR STONY BROOK UNIVERSITY MELVILLE LIBRARY SUITE N5580 STONY BROOK NY 11794 116112474 501(C)3 196000 CARING / JEWISH LIFE HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 800 EIGHTH STREET NW WASHINGTON DC 20001 521844823 501(C)3 646000 CARING / JEWISH LIFE HILLELS OF WESTCHESTER MAIN PO BOX 8 PURCHASE NY 10577 201355458 501(C)3 169000 CARING / JEWISH LIFE HOFSTRA UNIVERSITY HILLEL 200 HOFSTRA UNIVERSITY HEMPSTEAD NY 11549 111630906 501(C)3 150000 CARING / JEWISH LIFE HUMAN SERVICES COUNCIL OF NEW YORK CITY 130 EAST 59TH STREET NEW YORK NY 10022 133620059 501(C)3 8000 CARING HUNTER COLLEGE HILLEL 695 PARK AVENUE BUILDING 1317A NEW YORK NY 10065 133853221 501(C)3 223000 CARING / JEWISH LIFE INSTITUTE FOR JEWISH COMMUNITY RESEARCH BE'CHOL LASHON 3198 FULTON STREET SAN FRANCISCO CA 94118 943307253 501(C)3 110000 JEWISH LIFE ISRAEL EMERGENCY ALLIANCE DBA STANDWITHUS PO BOX 341069 LOS ANGELES CA 90034 010566033 501(C)3 10000 JEWISH LIFE ISRAEL LACROSSE ASSOCIATION INC 1501 BROADWAY 21ST FLOOR NEW YORK NY 10036 453857764 501(C)3 10000 CARING ISRAEL ON CAMPUS COALITION PO BOX 34640 WASHINGTON DC 20043 300664947 501(C)3 165000 JEWISH LIFE ISRAELI AMERICAN COUNCIL (IAC) NEW YORK 222 BROADWAY 19TH FLOOR NEW YORK NY 10038 223951652 501(C)3 221000 JEWISH LIFE JERUSALEM U 11110 W OAKLAND PARK BOULEVARD SUNRISE FL 33351 261264680 501(C)3 75000 JEWISH LIFE JEWISH ASSOCIATION SERVING THE AGING (JASA) 247 WEST 37TH STREET 9TH FLOOR NEW YORK NY 10018 132620896 501(C)3 2775000 CARING / JEWISH LIFE JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES 135 WEST 50TH STREET 6TH FLOOR NEW YORK NY 10020 135564937 501(C)3 9791000 CARING / JEWISH LIFE JEWISH CHILD CARE ASSOCIATION OF NEW YORK 120 WALL STREET 20TH FLOOR NEW YORK NY 10005 131624060 501(C)3 1007000 CARING / JEWISH LIFE JEWISH COMMUNAL FUND (FISCAL SPONSORSHIP) 575 MADISON AVENUE SUITE 703 NEW YORK NY 10022 237174183 501(C)3 8000 CARING JEWISH COMMUNITY CENTER OF MID-WESTCHESTER 999 WILMOT ROAD SCARSDALE NY 10583 133617061 501(C)3 571000 CARING / JEWISH LIFE JEWISH COMMUNITY CENTER OF STATEN ISLAND 1466 MANOR ROAD STATEN ISLAND NY 10314 135562256 501(C)3 658000 CARING / JEWISH LIFE JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA 520 EIGHTH AVENUE 4TH FLOOR NEW YORK NY 10018 135599486 501(C)3 7000 CARING / JEWISH LIFE JEWISH COMMUNITY COUNCIL OF GREATER CONEY ISLAND 3001 WEST 37TH STREET BROOKLYN NY 11224 112665181 501(C)3 112000 CARING JEWISH COMMUNITY COUNCIL OF THE ROCKAWAY PENINSULA 1525 CENTRAL AVENUE FAR ROCKAWAY NY 11691 112425813 501(C)3 80000 CARING JEWISH COMMUNITY RELATIONS COUNCIL OF NEW YORK 225 WEST 34TH STREET SUITE 1607 NEW YORK NY 10122 132869041 501(C)3 2002000 JEWISH LIFE JEWISH COUNCIL FOR PUBLIC AFFAIRS 116 EAST 27TH STREET 10TH FLOOR NEW YORK NY 10016 131624104 501(C)3 162000 CARING / JEWISH LIFE JEWISH DEAF RESOURCE CENTER PO BOX 318 HARTSDALE NY 10530 133914924 501(C)3 20000 CARING JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 5375000 CARING / JEWISH LIFE JEWISH FEDERATIONS OF NORTH AMERICA - FOR BIRTHRIGHT ISRAEL PROGRAM 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 1569000 1000000 LOAN FORGIVENESS JEWISH LIFE JEWISH FEDERATIONS OF NORTH AMERICA - FOR JAFI 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 29905000 CARING / JEWISH LIFE JEWISH FEDERATIONS OF NORTH AMERICA - FOR JDC 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 10553000 CARING / JEWISH LIFE JEWISH FEDERATIONS OF NORTH AMERICA - FOR NATIONAL ORGANIZATIONS 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 1617000 CARING / JEWISH LIFE JEWISH FEDERATIONS OF NORTH AMERICA - OVERSEAS TARGETED 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 10641000 CARING / JEWISH LIFE - SEE PART IV SUPPL INFO JEWISH FUNDERS NETWORK 150 WEST 30TH STREET SUITE 900 NEW YORK NY 10001 232742482 501(C)3 15000 JEWISH LIFE JEWISH HOME LIFECARE 120 WEST 106TH STREET NEW YORK NY 10025 131624033 501(C)3 279000 CARING JEWISH ORTHODOX FEMINIST ALLIANCE 205 EAST 42ND STREET 20TH FLOOR NEW YORK NY 10017 522106560 501(C)3 7000 JEWISH LIFE JEWISH RECONSTRUCTIONIST SOCIETY OF THE NORTH SHORE INC 1001 PLANDOME ROAD PLANDOME NY 11030 111960513 501(C)3 25000 JEWISH LIFE JEWISH STUDENT FOUNDATION OF DOWNTOWN BROOKLYN 111 STEUBEN STREET ROOM 2A BROOKLYN NY 11205 830426427 501(C)3 35000 JEWISH LIFE JEWISH THEOLOGICAL SEMINARY OF AMERICA 3080 BROADWAY NEW YORK NY 10027 130887640 501(C)3 246000 CARING / JEWISH LIFE JOIN FOR JUSTICE 359 BOYLSTON STREET SUITE 4 BOSTON MA 02116 043617885 501(C)3 45000 JEWISH LIFE JTA-MJL NEW CORP 24 WEST 30TH STREET 4TH FLOOR NEW YORK NY 10001 130887610 501(C)3 497000 CARING / JEWISH LIFE JUMPSTART 2801 OCEAN PARK BOULEVARD 348 SANTA MONICA CA 90405 262173175 501(C)3 50000 JEWISH LIFE KEHILAT ROMEMU 43 CENTRAL PARK NORTH SUITE 1A NEW YORK NY 10026 113774106 501(C)3 8000 CARING KESHET INC 284 AMORY STREET BOSTON MA 02130 481278664 501(C)3 53000 CARING / JEWISH LIFE KINGS BAY YM-YWHA 3495 NOSTRAND AVENUE BROOKLYN NY 11229 113068515 501(C)3 1015000 910000 APPRAISAL IMPUTED RENT CARING / JEWISH LIFE KRAFT CENTER FOR JEWISH LIFE (COLUMBIABARNARD HILLEL) 606 WEST 115TH STREET NEW YORK NY 10025 237077182 501(C)3 158000 CARING / JEWISH LIFE LIMMUD FSU INTERNATIONAL FOUNDATION INC 80 CENTRAL PARK WEST SUITE 2D NEW YORK NY 10023 261870256 501(C)3 10000 JEWISH LIFE LURIA ACADEMY OF BROOKLYN 238 ST MARKS AVENUE BROOKLYN NY 11238 142005770 501(C)3 236000 JEWISH LIFE MAIMONIDES MEDICAL CENTER 4802 10TH AVENUE BROOKLYN NY 11219 111635081 501(C)3 150000 CARING MARYMOUNT MANHATTAN COLLEGE 221 EAST 71ST STREET NEW YORK NY 10021 131628206 501(C)3 10000 JEWISH LIFE MAYOR'S FUND TO ADVANCE NEW YORK CITY 253 BROADWAY 8TH FLOOR NEW YORK NY 10007 133783906 501(C)3 30000 CARING METROPOLITAN COUNCIL ON JEWISH POVERTY 77 WATER STREET 7TH FLOOR NEW YORK NY 10005 132738818 501(C)3 4161000 5000 FMV IMPUTED INTEREST CARING / JEWISH LIFE METROPOLITAN JEWISH HEALTH SYSTEM 6323 7TH AVENUE 3RD FLOOR BROOKLYN NY 11220 113538697 501(C)3 540000 CARING MID-ISLAND Y JEWISH COMMUNITY CENTER 45 MANETTO HILL ROAD PLAINVIEW NY 11803 111841899 501(C)3 761000 CARING / JEWISH LIFE MOISHE HOUSE 441 SAXONY ROAD ENCINITAS CA 92024 262599786 501(C)3 255000 JEWISH LIFE MONTEFIORE MEDICAL CENTER 111 EAST 210TH STREET BRONX NY 10467 131740114 501(C)3 150000 CARING MOSHOLU-MONTEFIORE COMMUNITY CENTER 3450 DEKALB AVENUE BRONX NY 10467 133622107 501(C)3 232000 236000 APPRAISAL IMPUTED RENT CARING / JEWISH LIFE MOUNT SINAI MEDICAL CENTER ONE GUSTAVE L LEVY PLACE NEW YORK NY 10029 136271888 501(C)3 186000 CARING MOVING TRADITIONS 261 OLD YORK ROAD SUITE 734 JENKINTOWN PA 19046 342015014 501(C)3 34000 CARING / JEWISH LIFE MUSEUM OF JEWISH HERITAGE A LIVING MEMORIAL TO THE HOLOCAUST 36 BATTERY PLACE NEW YORK NY 10280 133376265 501(C)3 6000 JEWISH LIFE MY GOOD DEED 503 32ND STREET SUITE 120 NEWPORT BEACH CA 92663 450491886 501(C)3 18000 CARING NATIONAL COUNCIL OF JEWISH WOMEN INC 475 RIVERSIDE DRIVE SUITE 1901 NEW YORK NY 10115 131641076 501(C)3 40000 CARING NEW YORK LEGAL ASSISTANCE GROUP 7 HANOVER SQUARE 18TH FLOOR NEW YORK NY 10004 133505428 501(C)3 1359000 CARING / JEWISH LIFE NEW YORK SERVICE FOR THE HANDICAPPED CAMP OAKHURST 1140 BROADWAY ROOM 903 NEW YORK NY 10001 135674230 501(C)3 75000 CARING / JEWISH LIFE NORTHEAST JEWISH CENTER OF YONKERS 11 SALISBURY ROAD YONKERS NY 10710 131879959 501(C)3 6000 JEWISH LIFE OHEL CHILDREN'S HOME AND FAMILY SERVICES 156 BEACH 9TH STREET FAR ROCKAWAY NY 11691 116078704 501(C)3 140000 CARING PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION 271-11 76TH AVENUE NEW HYDE PARK NY 11040 132631069 501(C)3 163000 CARING PARTNERSHIP WITH CHILDREN INC 299 BROADWAY SUITE 1300 NEW YORK NY 10007 135596751 501(C)3 14000 CARING PLEASANTVILLE COMMUNITY SYNAGOGUE (PCS) 219 BEDFORD ROAD PLEASANTVILLE NY 10570 133910728 501(C)3 9000 CARING / JEWISH LIFE QUEENS COLLEGE HILLEL 6530 KISSENA BOULEVARD ROOM 206 FLUSHING NY 11367 113285824 501(C)3 399000 CARING / JEWISH LIFE QUEENS JEWISH COMMUNITY COUNCIL 11945 UNION TURNPIKE FOREST HILLS NY 11375 237172152 501(C)3 90000 CARING RAMAPO FOR CHILDREN 49 WEST 38TH STREET 5TH FLOOR NEW YORK NY 10018 135600422 501(C)3 90000 CARING / JEWISH LIFE REBOOT INC 44 WEST 28TH STREET 8TH FLOOR NEW YORK NY 10001 571154844 501(C)3 65000 JEWISH LIFE REPAIR THE WORLD 1460 BROADWAY NEW YORK NY 10036 364524686 501(C)3 121000 CARING / JEWISH LIFE RICHARD ROSENTHAL JCC OF NORTHERN WESTCHESTER 600 BEAR RIDGE ROAD PLEASANTVILLE NY 10570 133626607 501(C)3 50000 CARING / JEWISH LIFE SAFE FOUNDATION INC 255 AVENUE W BROOKLYN NY 11223 260102131 501(C)3 35000 CARING SAMUEL FIELD YM&YWHA 5820 LITTLE NECK PARKWAY LITTLE NECK NY 11362 113071518 501(C)3 1578000 3139000 APPRAISAL IMPUTED RENT CARING / JEWISH LIFE SELFHELP COMMUNITY SERVICES 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 131624178 501(C)3 3026000 CARING / JEWISH LIFE SEPHARDIC COMMUNITY ALLIANCE 150 BROADWAY NEW YORK NY 10038 270728655 501(C)3 200000 JEWISH LIFE SEPHARDIC COMMUNITY CENTER 1901 OCEAN PARKWAY BROOKLYN NY 11223 112567809 501(C)3 578000 CARING / JEWISH LIFE SERVICES FOR THE AGED INC 247 WEST 37TH STREET 4TH FLOOR NEW YORK NY 10018 133200109 501(C)3 171000 CARING SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 475 RIVERSIDE DRIVE SUITE 1450 NEW YORK NY 10115 133014387 501(C)3 277000 JEWISH LIFE SHELTERING ARMS CHILDREN AND FAMILY SERVICES INC 305 7TH AVENUE 4TH FLOOR NEW YORK NY 10001 133709095 501(C)3 14000 CARING SHOREFRONT YM-YWHA OF BRIGHTON - MANHATTAN BEACH 3300 CONEY ISLAND AVENUE BROOKLYN NY 11235 113070228 501(C)3 943000 2170000 APPRAISAL IMPUTED RENT CARING / JEWISH LIFE SID JACOBSON JEWISH COMMUNITY CENTER 300 FOREST DRIVE EAST HILLS NY 11548 111976051 501(C)3 1288000 CARING / JEWISH LIFE SOCCER FOR PEACE 240 WEST 98TH STREET APT 12A NEW YORK NY 10025 352204045 501(C)3 10000 CARING SPARKS 1450 42ND STREET BROOKLYN NY 11219 260794276 501(C)3 54000 CARING SURPRISE LAKE CAMP 307 7TH AVENUE SUITE 900 NEW YORK NY 10001 131623869 501(C)3 154000 JEWISH LIFE TAMID NYC 299 BROADWAY SUITE 1020 NEW YORK NY 10007 454634388 501(C)3 25000 JEWISH LIFE THE ALEXANDER M & BRENDA R TANGER HILLEL AT BROOKLYN COLLEGE 2901 CAMPUS ROAD BROOKLYN NY 11210 116036253 501(C)3 489000 CARING / JEWISH LIFE THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 711 3RD AVENUE 10TH FLOOR NEW YORK NY 10017 131656634 501(C)3 194000 CARING / JEWISH LIFE THE BLUE CARD INC 171 MADISON AVENUE ROOM 1405 NEW YORK NY 10016 131623910 501(C)3 64000 CARING THE DAVID PROJECT PO BOX 52390 BOSTON MA 02205 161616489 501(C)3 50000 JEWISH LIFE THE EDGAR M BRONFMAN CENTER FOR JEWISH STUDENT LIFE HILLEL AT NYU 7 EAST 10TH STREET NEW YORK NY 10003 135562308 501(C)3 146000 CARING / JEWISH LIFE THE EDUCATIONAL ALLIANCE INC 197 EAST BROADWAY NEW YORK NY 10002 135562210 501(C)3 2463000 3479000 APPRAISAL IMPUTED RENT CARING / JEWISH LIFE THE FOREST HILLS JEWISH CENTER 10606 QUEENS BOULEVARD FOREST HILLS NY 11375 111631821 501(C)3 35000 JEWISH LIFE THE JEWISH COMMUNITY CENTER IN MANHATTAN 334 AMSTERDAM AVENUE NEW YORK NY 10023 133490745 501(C)3 1483000 CARING / JEWISH LIFE THE JEWISH COMMUNITY CENTER ON THE HUDSON 371 SOUTH BROADWAY TARRYTOWN NY 10591 237229163 501(C)3 618000 CARING / JEWISH LIFE THE JEWISH EDUCATION PROJECT 520 8TH AVENUE SUITE 1510 NEW YORK NY 10018 131632519 501(C)3 5128000 CARING / JEWISH LIFE THE MARION AND AARON GURAL JCC INC 207 GROVE AVENUE CEDARHURST NY 11516 112546437 501(C)3 864000 CARING / JEWISH LIFE THE NEW SHUL 440 PARK AVENUE SOUTH 4TH FLOOR NEW YORK NY 10016 061538090 501(C)3 7000 CARING THE NEW YORK BOARD OF RABBIS INC 171 MADISON AVENUE SUITE 1602 NEW YORK NY 10016 131809283 501(C)3 106000 CARING / JEWISH LIFE THE NEW YORK POPS 333 WEST 52ND STREET SUITE 900 NEW YORK NY 10019 133240366 501(C)3 25000 CARING THE NORTH SHORE - LIJ HEALTH SYSTEM 972 BRUSH HOLLOW ROAD 5TH FLOOR WESTBURY NY 11590 112965575 501(C)3 87000 CARING THE SHABBAT PROJECT INC DBA ONE TABLE 79 MADISON AVENUE 2ND FLOOR NEW YORK NY 10016 464715368 501(C)3 188000 JEWISH LIFE THE SUFFOLK Y JEWISH COMMUNITY CENTER 74 HAUPPAUGE ROAD COMMACK NY 11725 112435521 501(C)3 576000 CARING / JEWISH LIFE TOURO COLLEGE 27-33 WEST 23RD STREET NEW YORK NY 10010 132676570 501(C)3 47000 JEWISH LIFE UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA (ORTHODOX UNION) 11 BROADWAY 14TH FLOOR NEW YORK NY 10004 135623717 501(C)3 7000 JEWISH LIFE UNITED JEWISH COUNCIL OF THE EAST SIDE INC 235 EAST BROADWAY NEW YORK NY 10002 132735378 501(C)3 23000 CARING UPROOTED INC 94 HAWTHORN AVENUE NEEDHAM MA 02492 474535541 501(C)3 64000 CARING USDAN CENTER FOR THE CREATIVE & PERFORMING ARTS 420 EAST 79TH STREET SUITE 3D NEW YORK NY 10075 132792668 501(C)3 125000 893000 APPRAISAL IMPUTED RENT CARING / JEWISH LIFE WESTCHESTER JEWISH COMMUNITY SERVICES 845 NORTH BROADWAY SUITE 2 WHITE PLAINS NY 10603 131740071 501(C)3 2168000 CARING / JEWISH LIFE WESTCHESTER JEWISH COUNCIL 701 WESTCHESTER AVENUE SUITE 203E WHITE PLAINS NY 10604 132856699 501(C)3 139000 CARING / JEWISH LIFE WORLD ORT 1745 BROADWAY 17TH FLOOR NEW YORK NY 10019 061669917 501(C)3 80000 JEWISH LIFE YESHIVA DARCHEI TORAH 257 BEACH 17TH STREET FAR ROCKAWAY NY 11691 112545173 501(C)3 6000 JEWISH LIFE YM & YWHA OF WASHINGTON HEIGHTS & INWOOD 54 NAGLE AVENUE NEW YORK NY 10040 131635308 501(C)3 936000 CARING / JEWISH LIFE YORKTOWN JEWISH CENTER 2966 CROMPOND ROAD YORKTOWN HEIGHTS NY 10598 136013977 501(C)3 12000 JEWISH LIFE YOUNG JUDAEA CAMP SPROUT LAKE 575 EIGHTH AVENUE 11TH FLOOR NEW YORK NY 10018 132830437 501(C)3 566000 JEWISH LIFE 170 SCHOLARSHIPS 705 1720000 ISRAEL EXPERIENCE AWARDS - PROVIDES NEED AND MERIT BASED SCHOLARSHIPS FOR ISRAEL TRIPS FOR TEENS AND YOUNG ADULTS 349 469000 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF DOMESTIC GRANT FUNDS: TARGETED GRANTS GENERALLY REQUIRE TWO ANNUAL REPORTS (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 STAFF MEMBERS REVIEW THE REPORTS TO ENSURE APPROPRIATE USE OF THE FUNDS AND TO ASSESS IF GOALS WERE ACHIEVED. FINAL PAYMENTS ARE RELEASED TO THE GRANTEES ACCORDINGLY. (CONTINUED IN PART IV) SCHEDULE I, PART I, LINE 2, PROCEDURES FOR MONITORING THE USE OF DOMESTIC GRANT FUNDS (CONTINUED): UJA ALSO PROVIDES CORE OPERATING SUPPORT (UNRESTRICTED) GRANTS TO VARIOUS CORE PARTNERS. THE ORGANIZATION CONDUCTS A PERIODIC REVIEW OF THESE AGENCIES AND REQUIRES COMPLETION OF AN AGENCY ACCOUNTABILITY GUIDELINES SURVEY REGARDING BEST PRACTICES. SCHEDULE I, PART II, GRANTS TO THE JEWISH FEDERATIONS OF NORTH AMERICA: UJA REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. JFNA IS THE UMBRELLA ORGANIZATION FOR DOMESTIC JEWISH FEDERATIONS AND IS THE PRINCIPAL VEHICLE THROUGH WHICH UJA DISTRIBUTES FUNDS FOR OVERSEAS PROGRAM ACTIVITIES. DISTRIBUTIONS BY JFNA GO PRIMARILY TO THE JEWISH AGENCY FOR ISRAEL AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC. JFNA FILES A SEPARATE FORM 990 AND REPORTS THE DETAIL OF OVERSEAS GRANTS ON SCHEDULE F. ORGANIZATIONS RECEIVING FUNDS FROM JFNA UTILIZE SUCH FUNDS FOR ACTIVITIES AND PROGRAMS THAT SUPPORT UJA'S CHARITABLE PURPOSES. THE FOLLOWING IS A LISTING OF $10,641,000 OF TARGETED GRANTS MADE THROUGH JFNA: ACHIM L'CHAIM - BROTHERS FOR LIFE - $100,000 AHARAI - YOUTH LEADING CHANGE - $50,000 ALUMA - $180,000 AMCHA-NATIONAL ISRAELI CENTER FOR PSYCHOSOCIAL SUPPORT OF SURVIVORS - $298,000 ASSOCIATION FOR CHANGE IN EDUCATION-ESTABLISHED BY THE RASHI FOUNDATION - $50,000 ASSOCIATION FOR SPIRITUAL CARE IN ISRAEL - $100,000 ASSOCIATION NEHORA TALMEI AVRAHAM - $50,000 AVI HAYISHUV COMMUNITY RABBINICS PROGRAM - $25,000 BARZILAI MEDICAL CENTER - $50,000 BINA: THE JEWISH MOVEMENT FOR SOCIAL CHANGE - $458,000 BIZCHUT-THE ISRAEL HUMAN RIGHTS CENTER FOR PEOPLE WITH DISABILITIES - $17,000 CHAIM SHEBA MEDICAL CENTER AT TEL HASHOMER - $25,000 DESERT STARS - $150,000 DROR EDUCATIONAL CENTERS - $75,000 EDEN CENTER - $62,000 EDUCATION, CULTURE AND NEIGHBORHOOD RENEWAL COMPANY IN TEL AVIV - $100,000 ELUL V'ELU - $164,000 FREDDIE KRIVINE FOUNDATION - $10,000 GINOT HA'IR COMMUNITY COUNCIL - $50,000 GVANIM ASSOCIATION FOR EDUCATION & COMMUNITY INVOLVEMENT - $60,000 HAMIDRASHA, EDUCATIONAL CENTER FOR THE RENEWAL OF JEWISH LIFE IN ISRAEL - $125,000 HASHGACHA PRATIT - $20,000 HATNUA HAYERUSHALMIT - $50,000 HAVERUT - $87,000 HEBREW UNIVERSITY OF JERUSALEM - $150,000 ILAN - ISRAEL SPORT CENTER FOR THE DISABLED - $10,000 INJAZ CENTER FOR PROFESSIONAL ARAB LOCAL GOVERNANCE - $100,000 ISRAEL ASSOCIATION OF COMMUNITY CENTERS - $210,000 ISRAEL HOFSHEET - $118,000 ISRAEL MOVEMENT FOR PROGRESSIVE JUDAISM - $67,000 ISRAEL TRAUMA COALITION - $425,000 ISRAEL VENTURE NETWORK - $40,000 ITIM: THE JEWISH LIFE INFORMATION CENTER - $270,000 JERUSALEM INSTITUTE FOR ISRAEL STUDIES - $75,000 JERUSALEM INTER-CULTURAL CENTER - $125,000 JEWISH FEDERATIONS OF NORTH AMERICA - $185,000 JOINT COUNCIL OF PRE-ARMY LEADERSHIP DEVELOPMENT PROGRAMS - $200,000 KAV MASHVEH - $50,000 KEMACH FOUNDATION - $205,000 KEREN KOBY MANDELL - $18,000 KESHER - $34,000 KOL ISRAEL HAVERIM- ALLIANCE: THE CENTER FOR JEWISH SOCIAL LEADERSHIP - $120,000 LANDMARKS (TSYUNEI DERECH) - $9,000 LEND A HAND TO A SPECIAL CHILD - $30,000 MACHON TARANY AYELET HASACHAR - $50,000 MAOZ - $500,000 MASORTI (CONSERVATIVE) MOVEMENT - $208,000 MATZMICHIM - $50,000 NATIONAL COUNCIL OF MISSION-DRIVEN COMMUNITIES IN ISRAEL - $75,000 NATIONAL UNION OF ISRAELI STUDENTS (NUIS) - $12,000 NEEMANEI TORA VEAVODA - $60,000 NETANYA FOUNDATION - $10,000 NEVE YERUSHALAYIM - $10,000 OLIM BEYAHAD - $385,000 ORANIM ACADEMIC COLLEGE - $230,000 PRESENTENSE ISRAEL - $50,000 RAMBAM MEDICAL CENTER, HEALTH CARE CAMPUS - $55,000 RASHI FOUNDATION - $63,000 REUT INSTITUTE - $400,000 RUACH CHADASHA (NEW SPIRIT) - $125,000 SARAH HERZOG HOSPITAL - EZRATH NASHIM - $19,000 SCHECHTER INSTITUTE OF JEWISH STUDIES - $55,000 SHAARE ZEDEK MEDICAL CENTER, CANCER MEDICINE DEPARTMENT - $95,000 SHAHAF FOUNDATION - $125,000 SHALOM HARTMAN INSTITUTE - $187,000 SHALVA - THE ISRAEL ASSOCIATION FOR CARE AND INCLUSION OF PERSONS WITH DISABILITIES - $100,000 SHEATUFIM - $365,000 SIKKUY: THE ASSOCIATION FOR THE ADVANCEMENT OF CIVIC EQUALITY - $213,000 SOCIAL GUARD - $100,000 SOCIETY FOR ADVANCEMENT OF EDUCATION, JERUSALEM - $150,000 TEVA IVRI - $106,000 THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC. - $520,000 THE JEWISH AGENCY FOR ISRAEL - $480,000 TIKVOT - $10,000 TISHKOFET - $151,000 UNITED HATZALAH OF ISRAEL - $25,000 VALUE SPORTS - $125,000 WORKING AND STUDYING YOUTH - $175,000 WORLD ORT - $400,000 YAACOV HERZOG CENTER FOR JEWISH STUDIES - $60,000 YESODOT LEZMICHA DROR - $100,000 X X X X X X 1 1 0 0 0 0 0 0 0 ERIC S GOLDSTEIN CHIEF EXECUTIVE OFFICER 532000 0 0 0 5000 0 202000 0 43000 0 782000 0 0 0 IRVIN A ROSENTHAL CHIEF FINANCIAL OFFICER 411000 0 0 0 82000 0 113000 0 45000 0 651000 0 70000 0 ELLEN R ZIMMERMAN SECRETARY/GEN'L COUNSEL & CCO 312000 0 0 0 5000 0 74000 0 37000 0 428000 0 0 0 MARK MEDIN EXEC. VICE PRESIDENT - FRD 456000 0 0 0 3000 0 53000 0 42000 0 554000 0 0 0 STUART TAUBER VICE PRESIDENT, REGIONS 253000 0 0 0 4000 0 33000 0 44000 0 334000 0 0 0 GRAHAM CANNON CHIEF MARKETING OFFICER 307000 0 0 0 2000 0 3000 0 44000 0 356000 0 0 0 LOUISA CHAFEE SENIOR VICE PRESIDENT 270000 0 0 0 1000 0 1000 0 3000 0 275000 0 0 0 DEBORAH JOSELOW CHIEF PLANNING OFFICER 218000 0 0 0 1000 0 23000 0 38000 0 280000 0 0 0 COLIN AMBROSE CHIEF INVESTMENT OFFICER 395000 0 304000 0 1000 0 6000 0 23000 0 729000 0 0 0 DEVANA COHEN DIRECTOR, INVESTMENTS 244000 0 95000 0 0 0 2000 0 13000 0 354000 0 0 0 JENNIFER GROSS VICE PRESIDENT, AFFINITY CAMPAIGN 266000 0 0 0 1000 0 2000 0 5000 0 274000 0 0 0 WILLIAM SAMERS VP, PLANNED GIVING & ENDOWNMENTS 245000 0 0 0 1000 0 7000 0 46000 0 299000 0 0 0 WENWEN LI DIRECTOR, INVESTMENTS 159000 0 68000 0 0 0 0 0 48000 0 275000 0 0 0 JOHN S RUSKAY EXEC. VICE PRES. & CEO (FORMER) 167000 0 0 0 0 0 0 0 0 0 167000 0 0 0 ALISA RUBIN KURSHAN FORMER EXEC. VICE PRESIDENT 37000 0 0 0 140000 0 0 0 6000 0 183000 0 0 0 PART I, LINES 4A-B SEVERANCE PAYMENT: ALISA RUBIN KURSHAN - $139,000 SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PARTICIPATION- ERIC S. GOLDSTEIN - $200,000 ACCRUED DURING THE PERIOD JULY 1,2016-JUNE 30,2017. MR. GOLDSTEIN MUST REMAIN IN THE EMPLOY OF UJA UNTIL JANUARY 15, 2020 OR EARLIER IN THE EVENT OF DEATH, DISABILITY OR INVOLUNTARY SEPARATION OF SERVICE FROM UJA. OTHER EMPLOYEES: THE FOLLOWING EMPLOYEES MUST REMAIN IN THE EMPLOY OF UJA UNTIL AGE 65 TO REALIZE THE FOLLOWING BENEFITS ACCRUED DURING THE PERIOD JULY 1, 2016-JUNE 30, 2017: MARK MEDIN - $44,000 ELLEN R. ZIMMERMAN - $39,000 PART II, LINE 2: MR. ROSENTHAL'S BASE COMPENSATION INCLUDED ON FORM W-2 FOR THE 2016 CALENDAR YEAR WAS $411,000. MR. ROSENTHAL PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN (THE PLAN) UNDER INTERNAL REVENUE CODE SECTION 457(F). UNDER THE PLAN, MR. ROSENTHAL ACCRUED SUPPLEMENTAL RETIREMENT BENEFITS THAT VESTED WHEN HE REACHED 65, PROVIDED HE WAS THEN EMPLOYED BY UJA. THE COST OF THE EXPECTED BENEFIT WAS ACCRUED EACH YEAR ON A GAAP BASIS AND REFLECTED IN UJA'S AUDITED FINANCIAL STATEMENTS AND FORM 990 FILINGS AND WAS REFLECTED IN MR. ROSENTHAL'S COMPENSATION AS REPORTED IN THOSE FORM 990 FILINGS. HAVING SATISFIED THE PLAN'S AGE AND EMPLOYMENT REQUIREMENTS IN SEPTEMBER 2015, MR. ROSENTHAL'S BENEFIT VESTED. THE ACTUARIALLY CALCULATED TAXABLE BENEFIT OF $70,000 WAS INCLUDED IN HIS FORM W-2 FOR CALENDAR YEAR 2016. UNDER THE TERMS OF THE PLAN, MR. ROSENTHAL RECEIVED A DISTRIBUTION OF $37,000 IN NOVEMBER 2016, REPRESENTING THE INCOME TAXES AND PAYROLL TAXES DUE ON THE VESTED BENEFIT. THE REMAINING BENEFIT, INCLUDING FUTURE ACCRUALS TO BE EARNED UNDER THE PLAN, WILL BE PAID TO MR. ROSENTHAL AT THE TERMINATION OF EMPLOYMENT BY UJA, EXCEPT THAT THE INCOME TAXES AND PAYROLL TAXES DUE ON SUCH FUTURE ACCRUALS WILL BE PAID ANNUALLY. A NYC INDUSTRIAL DEVELOPMENT AGENCY 132906040 649438JF6 2012-05-30 25382000 CURRENT REFUNDING ISSUE 0 0 0 B BUILD NYC RESOURCE CORP 454040561 12008ECW4 2014-08-14 31258000 CURRENT REFUNDING ISSUE 0 0 0 A 25382000 382000 1 0 1 1 B 31258000 563000 14000 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 A 0 B 0 THE JEWISH WEEK COMMON DIR B.GOLD 534000 PRINT MEDIA 0 X 319 10389000 SELLING PRICE X ISRAEL BONDS 13 397000 FACE VALUE 0 1 1 PART I, LINE 32B: PART I: THE ORGANIZATION UTILIZES INDEPENDENT BROKERS TO SELL SECURITIES CONTRIBUTED TO THE ORGANIZATION. PART V, LINE 2A, NUMBER OF EMPLOYEES REPORTED ON FORM W-3, TRANSMITTAL OF WAGE AND TAX STATEMENTS: UJA'S PAYROLL PROVIDER INADVERTENTLY ISSUED 71 BLANK FORM W-2S IN CALENDAR YEAR 2016. THE NUMBER OF EMPLOYEES REPORTED ON FORM W-3, TRANSMITTAL OF WAGES AND TAX STATEMENTS, TOTALED 607. THUS, UJA REPORTED 536 ON PART V, LINE 2A TO ACCURATELY REFLECT THE NUMBER OF EMPLOYEES DURING CALENDAR 2016 WHO RECEIVED FORM W-2S. FORM 990, PART VI SECTION A, LINE 9: ALISA RUBIN KURSHAN 277 WEST END AVENUE NEW YORK, NY 10023 FORM 990, PART VI, SECTION A, LINE 2 FAMILY AND BUSINESS RELATIONSHIPS AMONG OFFICERS, DIRECTORS AND KEY EMPLOYEES: KAREN R. ADLER, DIRECTOR AND LAURENCE GREENWALD, DIRECTOR - FAMILY RELATIONSHIP MORRIS BAILEY, DIRECTOR AND JOSEPH L. JEROME, DIRECTOR - FAMILY AND BUSINESS RELATIONSHIP BRETT H. BARTH, DIRECTOR AND NATALIE W. BARTH, DIRECTOR - FAMILY RELATIONSHIP RONIT J. BERKOVICH, DIRECTOR AND JOSEPH S. ALLERHAND, DIRECTOR - BUSINESS RELATIONSHIP GARY CLAAR, DIRECTOR AND LOIS KOHN-CLAAR, DIRECTOR - FAMILY RELATIONSHIP GARY CLAAR, DIRECTOR AND MICHAEL OLSHAN, DIRECTOR - BUSINESS RELATIONSHIP CAROL H. CORBIN, DIRECTOR AND LESLIE GOLDBERG, DIRECTOR - FAMILY RELATIONSHIP DEBBIE COSGROVE, DIRECTOR AND RABBI ELLIOT J. COSGROVE, DIRECTOR - FAMILY RELATIONSHIP JACOB W. DOFT, DIRECTOR AND SUZANNE R. DOFT, DIRECTOR - FAMILY RELATIONSHIP JACOB W. DOFT, DIRECTOR AND TWO OTHER COVERED PERSONS - BUSINESS RELATIONSHIP MARILYN GOTTLIEB, DIRECTOR AND BRYCE A. MARKUS, DIRECTOR - FAMILY RELATIONSHIP MARTINE FLEISHMAN, EXECUTIVE COMMITTEE AT LARGE AND DIRECTOR AND NICOLE FLEISHMAN, EMPLOYEE - FAMILY RELATIONSHIP ROBERT S. KAPITO, DIRECTOR AND SUZANNE F. PECK, DIRECTOR - BUSINESS RELATIONSHIP GREGORY S. LYSS, DIRECTOR AND DAVID L. MOORE, DIRECTOR - BUSINESS RELATIONSHIP WILLIAM L. MACK, DIRECTOR AND ALAN S. BERNIKOW, DIRECTOR - BUSINESS RELATIONSHIP WILLIAM L. MACK, DIRECTOR AND DAVID SILVERS, DIRECTOR - BUSINESS RELATIONSHIP JEFFREY M. STERN, DIRECTOR AND PETER K. STERN, DIRECTOR - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 4 SUMMARY OF BY-LAW AMENDMENTS ADOPTED 6/13/17: A.DEFINED TERMS: CERTAIN DEFINED TERMS IN THE BY-LAWS WERE REVISED TO REFLECT CURRENT PRACTICE IN THE ORGANIZATION (FOR EXAMPLE, "COMMISSION" WAS REPLACED WITH "DEPARTMENT AND THE TERMS "AFFILIATE", "ALLIED AGENCY AND "ASSOCIATE AGENCY" WERE REMOVED, ETC.). B.NEW POSITIONS: THE BY-LAWS REFLECT THE ADDITION OF A PLANNING CHAIR. C.PLANNING/ ALLOCATIONS/APPROPRIATIONS: LANGUAGE WAS REVISED TO REFLECT THE CURRENT STRUCTURE OF UJA'S PLANNING DIVISION AND TO CLARIFY THE SEQUENCE OF THE ANNUAL PLANNING PROCESS AND THE ANNUAL APPROPRIATIONS PROCESS. D.INSTITUTIONS AND AGENCIES ELIGIBLE FOR FUNDING: THE DESCRIPTION OF AGENCIES ELIGIBLE FOR FUNDING FROM UJA, AND THE TYPES OF FUNDING THEY MAY RECEIVE, WAS REVISED IN THE BY-LAWS. E.AGENCY FUNDRAISING: THE PROVISION REGARDING THE "MAJOR GIFTS CORRIDOR" WAS DELETED AS NO LONGER APPLICABLE. FORM 990, PART VI, SECTION B, LINE 11B DESCRIPTION OF PROCESS FOR REVIEW OF FORM 990: INITIALLY, FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD AND RECOMMENDED FOR APPROVAL BY THE EXECUTIVE COMMITTEE. THE DRAFT DOCUMENT IS THEN DISTRIBUTED TO, REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. AFTER OBTAINING EXECUTIVE COMMITTEE APPROVAL, FORM 990 IS DISTRIBUTED ELECTRONICALLY TO ALL BOARD MEMBERS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C UJA'S STANDARDS & CONFLICTS COMMITTEE MONITORS AND ENFORCES COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. IN ADDITION, UJA'S ETHICAL GUIDELINES OUTLINE PROCEDURES FOR ENFORCEMENT IN INSTANCES WHERE CONFLICTS OF INTEREST EXIST. FORM 990, PART VI, SECTION B, LINE 15 PURSUANT TO ITS BYLAWS, UJA HAS A COMPENSATION COMMITTEE, COMPOSED OF INDEPENDENT OFFICERS OF THE ORGANIZATION. THE COMMITTEE REVIEWS AND APPROVES THE COMPENSATION OF THE MOST HIGHLY COMPENSATED EXECUTIVES OF UJA. THE COMPENSATION COMMITTEE RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE COMPARABILITY DATA FOR ITS CONSIDERATION IN ORDER TO DEMONSTRATE THE REASONABLENESS OF THE RECOMMENDED COMPENSATION FOR THE SENIOR EXECUTIVES OF UJA. THE DELIBERATIONS OF THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY RECORDED IN MINUTES OF THE COMMITTEE; THOSE MINUTES ARE CIRCULATED TO THE COMMITTEE MEMBERS AND APPROVED BY A VOTE OF THE MEMBERS OF THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 UJA'S CONFLICT OF INTEREST POLICY, ETHICAL GUIDELINES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON ITS WEBSITE AND BY REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VII, COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES - AVERAGE HOURS PER WEEK: LAY LEADERSHIP DEVOTES A SIGNIFICANT AMOUNT OF TIME TO THE AFFAIRS OF UJA. AS THE ORGANIZATION DOES NOT MAINTAIN A SYSTEM FOR TRACKING VARIOUS HOURS WORKED BY THESE NON-COMPENSATED INDIVIDUALS, NO AVERAGE HOURS PER WEEK WERE INDICATED FOR THESE LISTED DIRECTORS AND/OR OFFICERS. FOR COMPENSATED PROFESSIONAL STAFF LISTED AS OFFICERS, KEY EMPLOYEES, OR HIGHEST COMPENSATED EMPLOYEES, AVERAGE HOURS PER WEEK WERE BASED UPON THE ORGANIZATION'S STANDARD OF 35 HOURS PER WEEK FOR PAYROLL REPORTING PURPOSES. THESE INDIVIDUALS ARE SALARIED EMPLOYEES AND ARE NOT REQUIRED TO MAINTAIN OR SUBMIT TIME SHEETS, ALTHOUGH ALL OF THEM IN FACT WORK IN EXCESS OF 35 HOURS PER WEEK. FORM 990, PART XI, LINE 9: IMPUTED RENTAL INCOME 15,318,000. POSTRETIREMENT BENEFIT CHANGES NOT INCLUDED IN NET PERIODIC BENEFIT COST 654,000. UJA-FED PROPERTIES INC 130 EAST 59TH STREET NEW YORK NY 10022 134043266 REAL ESTATE HOLDING COMPANY NY 501(C)(2) UJA 1 U F PROPERTY CORP 130 EAST 59TH STREET NEW YORK NY 10022 510188274 REAL ESTATE HOLDING COMPANY NY 501(C)(2) UJA 1 FEDERATION THRIFT SHOP INC 130 EAST 59TH STREET NEW YORK NY 10022 132854418 PUBLIC CHARITY NY 501(C)(3) SCHEDULE A, LINE 9 UJA 1 JEWISH COMMUNAL FUND 575 MADISON AVENUE NEW YORK NY 10022 237174183 PUBLIC CHARITY NY 501(C)(3) SCHEDULE A, LINE 7 SEE SCHEDULE R PART VII 1 THE CAROLINE AND JOSEPH S GRUSS LIFE MONUMENT FUNDS INC 45 BROADWAY SUITE 3050 NEW YORK NY 10006 133573461 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11B SEE SCHEDULE R PART VII 1 BLAU FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133386869 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE DANIEL AND THALIA FEDERBUSH SUPPORTING FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133386873 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 JEREMIAH KAPLAN FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133386871 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 SAUL & IRIS KATZ FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133652757 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 LEVY FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133499576 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 CHUCK GOLDMAN FAMILY SUPPORTING FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133458302 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE ELEANOR ADAM AND MEL DUBIN FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133863354 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE ROBERT & MARILYN FRIEDSON FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133801041 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE SIDNEY & MIRIAM LOEWY FRIEND FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133801851 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE WILLIAM AND ELEANOR GREENBLATT FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133792270 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE JOAN AND JEROME R JAKUBOVITZ FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133797217 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE DORIS AND ISAAC MOINESTER FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133797662 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE OSTROVER FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133707176 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE RICHARD C & LISA N PERRY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133864962 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE PJ FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133864963 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE SELTZER FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133799971 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE JEANNETTE R & SIDNEY L SOLOMON FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133852165 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE SHELBY M TAUBER SUPPORTING FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133826269 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE JOEL & ORA BENTON MONROE BENTON MEMORIAL FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133927715 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE MARC & HARRIET SUVALL FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133978407 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE ROSE & ISIDOR NAGOR & ANNETTE & ABRAHAM LEVINE FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133925666 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE CASLOW FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 134008908 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE FRIDSON FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 134082250 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE BUNIM FUND 130 EAST 59TH STREET NEW YORK NY 10022 134091263 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE FREDMAN LICHTENSTEIN FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 134131687 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE KROLL KIDS FOUNDATION 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STREET NEW YORK NY 10022 510599051 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 BARON DE HIRSCH FUND 130 EAST 59TH STREET NEW YORK NY 10022 135562971 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 SOL AND MILDRED LEDERMAN SUPPORTING FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 274349693 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 225 FOURTH COMPANY HOLDING LLC 130 EAST 59TH STREET NEW YORK NY 10022 133935925 REAL ESTATE NY N/A UNRELATED -31000 0 1 0.25000 NETWORK ADVANTAGE INSURANCE LTD 44 CHURCH STREET HAMILTON BD HM12 777777777 CAPTIVE INSURANCE COMPANY BD N/A C 6686000 57578000 1.00000 1 ASR 5 CRAT TW 130 EAST 59TH STREET NEW YORK NY 10022 137164430 CHARITABLE REMAINDER TRUST NY N/A T 1584000 0.98960 1 EJR 5 PLI 130 EAST 59TH STREET NEW YORK NY 10022 137138117 CHARITABLE REMAINDER TRUST NY N/A T 646000 0.97780 1 EL 8 PL1 130 EAST 59TH STREET NEW YORK NY 10022 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& DD 8 CRAT 130 EAST 59TH STREET NEW YORK NY 10022 137054363 CHARITABLE REMAINDER TRUST NY N/A T 1207000 0.51100 1 MN & B 5 CRAT 130 EAST 59TH STREET NEW YORK NY 10022 161678463 CHARITABLE REMAINDER TRUST NY N/A T 185000 0.50180 1 0 1 1 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 THE CAROLINE & JOSEPH S GRUSS LIFE MONUMENT FUNDS INC B 3525000 GRANTS MADE JEWISH COMMUNAL FUND C 20652000 GRANTS RECEIVED THE JOEL & ORA BENTON MONROE BENTON MEMORIAL FOUNDATION C 848000 GRANTS RECEIVED THE ERIC & TAMAR GOLDSTEIN FOUNDATION C 518000 GRANTS RECEIVED THE JEANNETTE R & SIDNEY L SOLOMON FOUNDATION C 103000 GRANTS RECEIVED THE RICHARD C & LISA N PERRY FOUNDATION C 100000 GRANTS RECEIVED THE TAMEAD FOUNDATION C 100000 GRANTS RECEIVED FLEISCHER FOUNDATION C 90000 GRANTS RECEIVED NETWORK ADVANTAGE INSURANCE LTD F 1200000 DIVIDENDS RECEIVED JEWISH COMMUNAL FUND Q 2682000 ACTUAL EXPENSE AMOUNTS UJA-FED PROPERTIES INC Q 2200000 ACTUAL EXPENSE AMOUNTS JEWISH WOMEN'S FOUNDATION OF NEW YORK INC Q 520000 ACTUAL EXPENSE AMOUNTS JEWISH WOMEN'S FOUNDATION OF NEW YORK INC R 186000 ACTUAL CASH TRANSFERS JEWISH COMMUNAL FUND S 1261000 ACTUAL CASH TRANSFERS THE RICHARD C & LISA N PERRY FOUNDATION S 700000 ACTUAL CASH TRANSFERS SCHEDULE R, PART II, COLUMN (F) - DIRECT CONTROLLING ENTITY THE RELATED TAX-EXEMPT ORGANIZATIONS IN PART II INCLUDE THE JEWISH COMMUNAL FUND ("JCF"), A DONOR ADVISED FUND OF WHICH UJA IS THE SOLE MEMBER, THE CAROLINE AND JOSEPH S. GRUSS LIFE MONUMENT FUNDS ("GRUSS FUNDS"), AND 34 OTHER SUPPORTING ORGANIZATIONS. ALTHOUGH JCF, THE GRUSS FUNDS, AND THE OTHER 34 SUPPORTING ORGANIZATIONS MEET THE DEFINITION OF A CONTROLLED ENTITY UNDER INTERNAL REVENUE CODE SECTION 512(B)(13),UJA, JCF, AND THE GRUSS FUNDS DO NOT BELIEVE THAT THE ASSETS OF JCF AND THE GRUSS FUNDS ARE AVAILABLE TO MEET THE OBLIGATIONS OF UJA. SIMILARLY, ALTHOUGH UJA NAMES A MAJORITY OF THE DIRECTORS OF EACH OF THE 34 OTHER SUPPORTING ORGANIZATIONS AND ALTHOUGH UJA AND ITS NETWORK AGENCIES RECEIVED APPROXIMATELY 38.6% AND 5.0%, RESPECTIVELY, OF THE TOTAL GRANTS MADE BY THESE SUPPORTING ORGANIZATIONS DURING THE FIVE YEAR PERIOD ENDED JUNE 30, 2017, THE DIRECTORS OF THE SUPPORTING ORGANIZATIONS HAVE AN INDEPENDENT FIDUCIARY DUTY TO THE ORGANIZATIONS. AS A RESULT, UJA BELIEVES THAT THE ASSETS OF THESE SUPPORTING ORGANIZATIONS ARE NOT AVAILABLE TO MEET THE OBLIGATIONS OF UJA.