2018-11-15T11:58:52-06:00 2017-12-31 113518842 MARKS PANETH LLP 4 MANHATTANVILLE ROAD PURCHASE NY 10577 990 2017-01-01 066068624 UJA FEDERATION OF GREENWICH INC UJAF 2036221434 ONE HOLLY HILL LANE GREENWICH CT 06830 PAMELA EHRENKRANZ EXECUTIVE DIRECTOR 2036221434 2018-11-15 1 SCOTT M BRENNER P01247233 9145249000 65.51.91.130 2018-11-15 12:58:26 ES P B4678CB401942208BE00711E62BF6B9D80DAB30D DA0AA4DD40C1AD43D26BC340FF18C074B664187C 2017 2018-06-14 16:35:46Z PAMELA EHRENKRANZ ONE HOLLY HILL LANE GREENWICH CT 06830 2181672 0 X WWW.UJAFEDGREENWICH.ORG X 1955 CT CONDUCTS FEDERATED CAMPAIGNING IN THE GREATER GREENWICH CONNECTICUT AREA FOR JEWISH ORGANIZATIONS AND PROGRAMS. 34 30 8 34 0 0 1763594 1975380 66777 101703 9608 18296 62001 30824 1901980 2126203 1140771 1017670 0 0 448680 632820 0 0 74521 396710 415602 1986161 2066092 -84181 60111 2054754 2251365 1067511 1187596 987243 1063769 X THE UJA FEDERATION OF GREENWICH IS COMMITTED TO THE PRESERVATION, ENRICHMENT AND CONTINUITY OF THE JEWISH PEOPLE AND TO THE ENHANCEMENT OF JEWISH LIFE IN GREENWICH, NORTH AMERICA, ISRAEL, AND THROUGHOUT THE WORLD. CENTRAL TO OUR MISSION IS A COMMUNITY BUILT ON THE JEWISH IDEAL OF TZEDAKAH: CHARITY, RIGHTEOUSNESS AND SOCIAL JUSTICE. IT IS OUR SUPPORT FOR LOCAL PROGRAMS, AGENCIES AND THE HUMANITARIAN WORK OF THE UNITED JEWISH COMMUNITIES, THAT ENRICHES LOCAL, NATIONAL AND INTERNATIONAL JEWISH LIFE. BELIEVING THAT EACH JEW IS RESPONSIBLE ONE FOR ANOTHER, WE HAVE A UNIQUE OPPORTUNITY TO STRENGTHEN OUR JEWISH COMMUNITY, TO IMPROVE THE QUALITY OF LIFE AND TO BRING DIGNITY TO ALL PEOPLE. WE BELIEVE THAT IT IS OUR OBLIGATION TO IDENTIFY, EDUCATE AND ENCOURAGE MEMBERS OF THE COMMUNITY TO ASSUME LEADERSHIP ROLES AND TO SERVE AS ROLE MODELS FOR FUTURE GENERATIONS. TO ACCOMPLISH THIS MISSION, WE ARE BUILDING A VIBRANT AND INCLUSIVE JEWISH COMMUNITY. 0 0 1755277 1017670 101703 ALLOCATIONS TO AGENCIES: THE FEDERATION MAKES ALLOCATIONS TO AGENCIES IN THE CURRENT YEAR FROM CAMPAIGN REVENUES OF THE PRIOR YEAR. EDUCATIONAL AND COMMUNITY DEVELOPMENT: A BROAD OFFERING OF EDUCATIONAL AND COMMUNITY DEVELOPMENT PROGRAMS. 1755277 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 11 0 8 1 0 0 0 0 0 0 0 0 X 34 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X THE ORGANIZATION 2036221434 ONE HOLLY HILL LANE GREENWICH CT 06830 RABBI VICKI AXE BOARD MEMBER 1.00 X 0 0 0 JANE BATKIN BOARD MEMBER 1.00 X 0 0 0 BRAN BERNI BOARD MEMBER 1.00 X 0 0 0 STUART BERNI BOARD MEMBER 1.00 X 0 0 0 ELLEN DAVIS JCC CHAIR 1.00 X X 0 0 0 MICHAEL DELIKAT BOARD MEMBER 1.00 X 0 0 0 ALICE DELIKAT BOARD MEMBER 1.00 X 0 0 0 RABBI YOSSI DEREN BOARD MEMBER 1.00 X 0 0 0 MARTIN FLASHNER MAJOR GIFT CHAIR 1.00 X X 0 0 0 KEN FLORIN BOARD MEMBER 1.00 X 0 0 0 RABBI MARK GOLUB BOARD MEMBER 1.00 X 0 0 0 RABBI MITCHELL HURVITZ BOARD MEMBER 1.00 X 0 0 0 BRYANNA KALLMAN BOARD MEMBER 1.00 X 0 0 0 SILVINA KNOLL PRESIDENT OF WP BOARD 1.00 X X 0 0 0 BEN KRIEGLER BOARD MEMBER 1.00 X 0 0 0 ADAM LEADER BOARD MEMBER 1.00 X 0 0 0 SELMA MAISEL BOARD MEMBER 1.00 X 0 0 0 JOAN MANN BOARD MEMBER 1.00 X 0 0 0 RICK MASON BOARD MEMBER 1.00 X 0 0 0 DAVID MESSER BOARD MEMBER 1.00 X 0 0 0 AMANDA MILLER BOARD MEMBER 1.00 X 0 0 0 BRIAN NEILINGER CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 DAHNI NISINZWEIG BOARD MEMBER 1.00 X 0 0 0 JEFFREY NORTON BOARD MEMBER 1.00 X 0 0 0 WALTER PRIMOFF TREASURER 1.00 X X 0 0 0 ELLEN SCHAPPS RICHMAN BOARD MEMBER 1.00 X 0 0 0 WENDY SCHREIBER BOARD MEMBER 1.00 X 0 0 0 SCOTT SIMON PRESIDENT 1.00 X X 0 0 0 HELEN STARK BOARD MEMBER 1.00 X 0 0 0 CAROLYN SURGENT BOARD MEMBER 1.00 X 0 0 0 JEFFREY TOBACK BOARD MEMBER 1.00 X 0 0 0 JANE WEITZMAN BOARD MEMBER 1.00 X 0 0 0 JORDAN YARETT BOARD MEMBER 1.00 X 0 0 0 NANCY ZISSON BOARD MEMBER 1.00 X 0 0 0 PAMELA EHRENKRANZ EXECUTIVE DIRECTOR 28.00 12.00 X 204538 0 20440 204538 0 20440 1 0 1 0 0 1975380 7320 1975380 PROGRAM REVENUE & FEES 900099 101703 101703 101703 4308 4308 13988 0 13988 13988 13988 40673 55469 -14796 -14796 FACILITY REIMBURSEMENT 900099 39297 39297 OTHER REVENUE 900099 6323 6323 45620 2126203 101703 0 49120 1017670 1017670 526784 271684 191909 63191 106036 67165 27541 11330 97033 97033 9725 9725 36210 36210 5558 5558 8777 8777 33527 33527 14574 14574 PROGRAM SUPPLIES AND EX 110879 110879 CAMPAIGN SUPPLIES AND E 32189 32189 OTHER EXPENSES 18544 18544 ACQUISITON OF JCC 16844 16844 31742 31742 2066092 1755277 236294 74521 805487 773681 400162 534123 16828 120850 1403076 758029 678574 645047 153703 177664 2054754 2251365 127455 77627 235670 368722 30898 106320 118712 59452 554776 575475 1067511 1187596 X 616144 668374 166299 190595 204800 204800 987243 1063769 2054754 2251365 60111 6591 9824 0 X X 0 1 X 1 0 X 1312755 2006269 1880266 1763594 1975380 8938264 1312755 2006269 1880266 1763594 1975380 8938264 4135907 4802357 83438 83701 67459 101393 57593 393584 5571 6027 5243 4885 6323 28049 9359897 514536 0.51310 0.42840 X 174289 174289 168337 11287 5335 174289 173220 -194 4689 168337 75657 100000 1395 3832 173220 79631 7 3981 75657 1 0 300000 300000 952946 628990 323956 130789 129039 1750 19341 19341 645047 VANGUARD INVESTMENT PORTFOLIO 177664 F 177664 AGENCY LIABILITIES 565386 INTEREST RATE SWAP AGREEMENT LIABILITY 10089 575475 X 2132794 6591 6591 2126203 0 2126203 2066092 0 2066092 0 2066092 PART V, LINE 4: THE PRIMARY INVESTMENT OBJECTIVE IS TO PRESERVE CAPITAL AND MINIMIZE INVESTMENT RISK. PART X, LINE 2: THE FEDERATION EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AS OF DECEMBER 31, 2017, THE FEDERATION DOES NOT BELIEVE THAT IT HAS TAKEN ANY POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON INTEREST RATE SWAP CONTRIBUTIONS RECEIVED ON BEHALF OF AFFILIATE FILING SEPARATELY PART XII, LINE 2D - OTHER ADJUSTMENTS: PROGRAM EXPENSES OF AFFILIATE, FILING SEPARATELY 1 ISRAEL 0 0 GRANTS TO ORGANIZATIONS IN ISRAEL 49400 0 0 0 0 0 0 49400 0 49400 0 0 0 0 0 0 2017 GALA 40673 40673 55469 40673 40673 55469 55469 -14796 1 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 711 THIRD AVENUE NEW YORK NY 10017 131656634 501(C)(3) 655000 AS PER ORGANIZATION'S EXEMPT PURPOSE JEWISH FAMILY SERVICES OF GREENWICH ONE HOLLY LANE GREENWICH CT 06830 061073590 501(C)(3) 155000 AS PER ORGANIZATION'S EXEMPT PURPOSE JEWISH HOME FOR THE ELDERLY 175 JEFFERSON STREET FAIRFIELD CT 06825 060846991 501(C)(3) 10000 AS PER ORGANIZATION'S EXEMPT PURPOSE BICULTURAL DAY SCHOOL 2186 HIGH RIDGE ROAD STAMFORD CT 06903 060731793 501(C)(3) 15000 AS PER ORGANIZATION'S EXEMPT PURPOSE UNIVERSITY OF CONNECTICUT HILLEL FOUNDATION 54 N EAGLEVILLE ROAD STORRS CT 06268 066071635 501(C)(3) 34000 AS PER ORGANIZATION'S EXEMPT PURPOSE SOLOMON SCHECTER DAY SCHOOL 555 WEST HARTSDALE AVENUE HARTSDALE NY 105301015 412063123 501(C)(3) 20000 AS PER ORGANIZATION'S EXEMPT PURPOSE SOUTHERN NEW ENGLAND CONSORTIUM 200 FISHER DRIVE AVON CT 06001 201475524 501(C)(3) 25000 AS PER ORGANIZATION'S EXEMPT PURPOSE CARMEL ACADEMY 270 LAKE AVENUE GREENWICH CT 06830 134013334 501(C)(3) 95000 AS PER ORGANIZATION'S EXEMPT PURPOSE JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 510172429 501(C)(3) 126664 AS PER ORGANIZATION'S EXEMPT PURPOSE JEWISH HIGH SCHOOLSCHOLARSHIPS 1937 W MAIN STREET STAMFORD CT 06902 205952939 501(C)(3) 7500 AS PER ORGANIZATION'S EXEMPT PURPOSE METROPOLITAN COUNCIL ON JEWISH POVERTY 77 WATER STREET 7TH FLOOR NEW YORK NY 100054401 132738818 501(C)(3) 10000 AS PER ORGANIZATION'S EXEMPT PURPOSE PART I, LINE 2: ALL ALLOCATIONS OF AVAILABLE FUNDS ARE RECOMMENDED BY THE ALLOCATION COMMITTEE OF THE BOARD OF DIRECTORS AND APPROVED BY THE ENTIRE BOARD OF DIRECTORS. LOCAL AGENCIES IN THE UNITED STATES SUBMIT REQUESTS TO UJA FOR ASSISTANCE. REPRESENTATIVES OF THESE ORGANIZATIONS IN ALL CASES APPEAR BEFORE THE COMMITTEE TO EXPLAIN THEIR MISSION AND SUBMIT A REQUEST, INCLUDING THEIR AUDITED FINANCIAL STATEMENTS, AND IN MANY CASES A MID YEAR REPORT. X 0 0 0 0 0 0 0 0 0 PAMELA EHRENKRANZ EXECUTIVE DIRECTOR 204538 0 0 0 0 0 0 0 20440 0 224978 0 0 0 X 8 785341 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS ARE MARRIED TO EACH OTHER: STUART & BRAN BERNI, MICHAEL & ALICE DELIKAT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND MEMBERS OF THE EXECUTIVE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY IN PLACE WHICH IS MONITORED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE EXECUTIVE DIRECTOR MUST BE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND OTHER DOCUMENTS ARE AVAILABLE AT THE AGENCY'S OFFICE TO ANY PERSON MAKING A REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AS WELL AS THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. JCC GREENWICH INC ONE HOLLY HILL LANE GREENWICH CT 06830 452457452 ENRICH THE CULTURAL, SPIRITUAL AND SOCIAL LIFE OF GREENWICH. CT 501(C)(3) 170(B)(1)(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 JCC GREENWICH INC N BUDGETED ALLOCATION JCC GREENWICH INC O BUDGETED ALLOCATION