2017-07-14T10:22:20-05:00 2016-08-31 420714325 RSM US LLP 751 ARBOR WAY SUITE 200 BLUE BELL PA 19422 990 2015-09-01 231500085 JEWISH FEDERATION OF GREATER PHILADELPHIA JEWI 2158320807 2100 ARCH STREET PHILADELPHIA PA 19103 NAOMI L ADLER ESQ PRESIDENT & CEO 2158320807 2017-07-06 1 LYNNE JOHNSON P00757336 2156418600 2015 2021-01-29 14:40:06Z NAOMI L ADLER ESQ 2100 ARCH STREET PHILADELPHIA PA 19103 33490786 0 X WWW.JEWISHPHILLY.ORG X 1901 PA JEWISH FEDERATION MOBILIZES INDIVIDUALS TO CARE FOR, CONVENE AND ENRICH OUR JEWISH COMMUNITIES. 22 21 117 2000 571732 570732 29507909 25180665 0 0 8397034 4775687 -395978 -119383 37508965 29836969 21897792 18637657 0 0 8135294 8301381 75022 61914 5007450 7153740 7791376 37261848 34792328 247117 -4955359 295262348 300527562 104926849 102768746 190335499 197758816 X THE JEWISH FEDERATION OF GREATER PHILADELPHIA MOBILIZES FINANCIAL AND VOLUNTEER RESOURCES TO ADDRESS THE COMMUNITIES' MOST CRITICAL PRIORITIES LOCALLY, IN ISRAEL AND AROUND THE WORLD. 0 0 6607369 5405162 THE JEWISH FEDERATION IS COMMITTED TO FUNDING SERVICES THAT MEET THE MOST BASIC NEEDS OF VULNERABLE COMMUNITY MEMBERS OF ALL AGES, IN GREATER PHILADELPHIA, IN ISRAEL AND AROUND THE WORLD. THIS INCLUDES DELIVERING NUTRITIONAL SUPPORT, PROVIDING GRANTS FOR CRITICAL NEEDS, ENABLING PEOPLE WITH DISABILITIES TO REACH THEIR FULL POTENTIAL AND FACILITATING A WIDE ARRAY OF SERVICES HELPING OLDER ADULTS TO AGE SAFELY, NOURISH THEIR SOULS AND LIVE WITH DIGNITY IN THEIR OWN HOMES.THANKS TO THE COMMUNITY'S SUPPORT: - 15,230 LOCAL LOW-INCOME INDIVIDUALS RECEIVED FOOD ASSISTANCE- 1,130 AT-RISK CHILDREN IN ISRAEL RECEIVED TUTORING AND MENTORING- 802 OLDER ADULTS AND PEOPLE WITH DISABILITIES WERE PROVIDED WITH TRANSPORTATION- 1,234 HOLOCAUST SURVIVORS RECEIVED BASIC NECESSITIES- 3,549 LOCAL OLDER ADULTS ATTENDED SOCIALIZATION PROGRAMS CONNECTING THEM WITH THEIR PEERS AND ENGAGING THEM MENTALLY AND PHYSICALLY- 1,022 VULNERABLE JEWS RECEIVED AN EMERGENCY GRANT HELPING THEM THROUGH A FINANCIAL HARDSHIP- 1,155 HOME MODIFICATIONS AND REPAIRS ENABLING OLDER ADULTS TO STAY IN THEIR OWN HOMES- 43 SYNAGOGUES AND ORGANIZATIONS COLLECTED 50,650 POUNDS OF FOOD- 563 ISRAELI ADULTS LIVING WITH DISABILITIES RECEIVED SPECIALIZED VOCATIONAL TRAININGIN ADDITION, AMOUNTS ARE INCLUDED THAT WERE DISTRIBUTED VIA DONOR-DESIGNATED CAMPAIGN SUPPORT. THESE AMOUNTS WERE DIRECTLY DISTRIBUTED TO PROGRAMS IN ADDITION TO THOSE AMOUNTS DISTRIBUTED THROUGH THE ANNUAL GRANT PROCESS. THE OUTCOMES FOR THE AMOUNTS DISTRIBUTED THROUGH THE ANNUAL GRANT PROCESS ARE LISTED ABOVE. 6404083 5012117 THE JEWISH FEDERATION SUPPORTS AND PROMOTES VIBRANT JEWISH LIVING AND LEARNING LOCALLY AND ABROAD FOR CHILDREN, TEENS, YOUNG ADULTS AND FAMILIES. NO MATTER WHERE PEOPLE ARE ON THEIR JEWISH JOURNEY, WE HELP PROVIDE OPPORTUNITIES INCLUDING EDUCATIONAL AND CAMPING RESOURCES, LEADERSHIP DEVELOPMENT AND FAMILY PROGRAMS. THIS ENABLES COMMUNITY MEMBERS OF ALL AGES TO ENGAGE IN THE RICH TAPESTRY OF JEWISH LIFE, WHILE SECURING THE FUTURE OF OUR JEWISH WORLD.THANKS TO THE COMMUNITY'S SUPPORT: - 2,867 SCHOLARSHIPS AWARDED FOR JEWISH LEARNING AND CAMPING- 1,575 PHILADELPHIANS PARTICIPATED IN TRANSFORMATIVE ISRAEL EXPERIENCES- 8,460 JEWISH CHILDREN IN THE FORMER SOVIET UNION RECEIVED SCHOLARSHIPS TO OVERNIGHT CAMP- 600 TEENS PARTICIPATED IN JEWISH-THEMED SOCIAL AND EDUCATIONAL PROGRAMS- 650 JEWISH YOUNG ADULTS IN GREATER PHILADELPHIA PARTICIPATED IN LEADERSHIP TRAINING- 5,498 CHILDREN RECEIVED FREE JEWISH-THEMED BOOKS AND MUSIC- 923 JEWISH EDUCATORS PARTICIPATED IN PROFESSIONAL DEVELOPMENT- 2,700 PEOPLE IN GREATER PHILADELPHIA WERE INVOLVED IN HOLOCAUST EDUCATION PROGRAMMING- 8 ALLIANCES OF SYNAGOGUES, COMMUNITY VOLUNTEERS, AND REPRESENTATIVES FROM JEWISH ORGANIZATIONS CREATED AN INSPIRED JEWISH COMMUNITY AND OFFER UNIQUE JEWISH PROGRAMMINGIN ADDITION, AMOUNTS ARE INCLUDED THAT WERE DISTRIBUTED VIA DONOR-DESIGNATED CAMPAIGN SUPPORT. THESE AMOUNTS WERE DIRECTLY DISTRIBUTED BY JEWISH FEDERATION TO PROGRAMS IN ADDITION TO THOSE AMOUNTS DISTRIBUTED THROUGH THE ANNUAL GRANT PROCESS. THE OUTCOMES FOR THE AMOUNTS DISTRIBUTED THROUGH THE ANNUAL GRANT PROCESS ARE LISTED ABOVE. 8531481 8125378 PHILANTHROPIC FUND AND DIRECT ENDOWMENT SUPPORT AMOUNTS REPRESENT DISTRIBUTIONS FROM OUR PHILANTHROPIC FUNDS WHICH ARE DISTRIBUTED BASED ON THE NON-BINDING RECOMMENDATIONS OF THE PHILANTHROPIC FUND HOLDER WHICH FURTHER THE MISSION OF JEWISH FEDERATION. ALSO INCLUDED ARE DISTRIBUTIONS FROM ENDOWMENT FUNDS THAT SUPPORT AGENCIES AND/OR PROGRAMS WHICH FURTHER THE MISSION OF JEWISH FEDERATION AND ARE IN ADDITION TO THE ANNUAL GRANT PROCESS. 4103095 0 PROGRAM OPERATIONS ARE PRIMARILY FUNDS USED TO ADMINISTER, MEASURE AND EVALUATE THE IMPACT OF OUR PROGRAMS ON THE COMMUNITY. 830397 95000 OTHER PROGRAM SUPPORT REPRESENTS GRANTS AND OTHER EXPENSES TO FURTHER THE MISSION OF JEWISH FEDERATION. 4933492 95000 26476425 1 1 0 1 0 1 0 0 0 1 1 1 0 1 1 1 0 1 0 1 1 0 0 1 0 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 69 0 1 117 1 1 1 1 CJ BD VI 0 0 0 1 1 0 0 0 1 0 0 0 0 X 22 21 1 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NY NJ FL CA X X JEROME P NACHLIS CFO & CAO 2158320807 2100 ARCH STREET PHILADELPHIA PA 19103 BENNETT L AARON TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 CAROL AARON TRUSTEE 2.00 X 0 0 0 MADLYN ABRAMSON TRUSTEE 2.00 X 0 0 0 ARLIN M ADAMS TRUSTEE 2.00 X 0 0 0 ANDREA ADELMAN TRUSTEE 2.00 X 0 0 0 NAOMI L ADLER TRUSTEE; BOARD OF DIRECTOR; CEO 45.00 5.00 X X 432199 0 33586 SUSANNA LACHS ADLER TRUSTEE; BOARD OF DIRECTOR; VP 5.00 X X 0 0 0 LOUISE B ALBERT TRUSTEE 2.00 X 0 0 0 HOWARD ALPERT TRUSTEE 2.00 X 0 0 0 BRETT H ALTMAN TRUSTEE 2.00 X 0 0 0 HOWARD B ASHER TRUSTEE 2.00 X 0 0 0 DANIEL E BACINE TRUSTEE 2.00 1.00 X 0 0 0 LEONARD BARRACK TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 JEFFREY A BARRACK TRUSTEE 2.00 X 0 0 0 LYNNE BARRACK TRUSTEE 2.00 X 0 0 0 ROBIN BATOFF TRUSTEE 2.00 X 0 0 0 JACK BELITSKY TRUSTEE 2.00 X 0 0 0 MICHAEL R BELMAN TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 DONALD A BERG TRUSTEE 2.00 X 0 0 0 HAROLD BERGER TRUSTEE 2.00 X 0 0 0 STEVEN BERK TRUSTEE 2.00 X 0 0 0 EDWIN J BERKOWITZ TRUSTEE 2.00 X 0 0 0 BRYNA BERMAN TRUSTEE 2.00 X 0 0 0 RICHARD W BERMAN TRUSTEE 2.00 X 0 0 0 SHARYN BERMAN TRUSTEE 2.00 X 0 0 0 GLADYS B BERNSTEIN TRUSTEE 2.00 X 0 0 0 JOHN K BINSWANGER TRUSTEE 2.00 X 0 0 0 CRAIG R BLACKMAN TRUSTEE 2.00 X 0 0 0 MARK S BLASKEY TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 PENNI F BLASKEY TRUSTEE 2.00 X 0 0 0 SALLY COOPER BLEZNAK TRUSTEE 2.00 X 0 0 0 SHEREE I BLOCH TRUSTEE 2.00 X 0 0 0 DAVID J BLUM TRUSTEE 2.00 X 0 0 0 JONAS BRACHFELD TRUSTEE 2.00 X 0 0 0 FRED E BRAEMER TRUSTEE 2.00 X 0 0 0 JONATHAN BRODER TRUSTEE 2.00 X 0 0 0 IRIS D BROWNSTEIN TRUSTEE 2.00 X 0 0 0 ALAN E CASNOFF TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 GARY CHARLESTEIN TRUSTEE 2.00 0.30 X 0 0 0 JASON M COLE TRUSTEE 2.00 X 0 0 0 SHIRLEY CONSTON TRUSTEE 2.00 X 0 0 0 STUART CONSTON TRUSTEE 2.00 X 0 0 0 HAROLD CRAMER TRUSTEE 2.00 X 0 0 0 HOWARD J DAVIS TRUSTEE 2.00 X 0 0 0 BERNARD P DISHLER TRUSTEE 2.00 X 0 0 0 LANA DISHLER TRUSTEE 2.00 X 0 0 0 STEPHEN V DUBIN TRUSTEE 2.00 X 0 0 0 LOWELL H DUBROW TRUSTEE 2.00 X 0 0 0 GEOFFREY M DUFFINE TRUSTEE 2.00 X 0 0 0 CLAUDIA DUNNOUS TRUSTEE 2.00 X 0 0 0 BERNARD EIZEN TRUSTEE 2.00 X 0 0 0 JEROME P EPSTEIN TRUSTEE 2.00 X 0 0 0 GARY E ERLBAUM TRUSTEE; BOARD OF DIRECTOR; VP 5.00 X X 0 0 0 SCOTT ERLBAUM TRUSTEE 2.00 X 0 0 0 DANIEL ERLBAUM TRUSTEE 2.00 1.00 X 0 0 0 ARLENE FICKLER TRUSTEE 2.00 X 0 0 0 PAUL M FIRES TRUSTEE 2.00 X 0 0 0 PHYLLIS SOBO FISCHER TRUSTEE 2.00 X 0 0 0 JOYCE FISHBEIN TRUSTEE 2.00 X 0 0 0 ANNABELLE FISHMAN TRUSTEE 2.00 X 0 0 0 MARK FISHMAN TRUSTEE 2.00 X 0 0 0 RICHARD J FOX TRUSTEE 2.00 X 0 0 0 LAURIE FRANZ TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 JOEL FREEDMAN TRUSTEE 2.00 X 0 0 0 LOUIS W FRYMAN TRUSTEE 2.00 X 0 0 0 IVAN H GABEL TRUSTEE 2.00 X 0 0 0 ABRAHAM J GAFNI TRUSTEE 2.00 X 0 0 0 LEWIS I GANTMAN TRUSTEE 2.00 X 0 0 0 SARAH GENTRY TRUSTEE 2.00 X 0 0 0 SARITA GOCIAL TRUSTEE 2.00 X 0 0 0 DAVID G GOLD TRUSTEE 2.00 0.30 X 0 0 0 MORRIE GOLD TRUSTEE 2.00 X 0 0 0 MOREY H GOLDBERG TRUSTEE; BOARD OF DIRECTOR; VP 5.00 X X 0 0 0 EDGAR R GOLDENBERG TRUSTEE 2.00 X 0 0 0 ROBERT B GOLDER TRUSTEE 2.00 X 0 0 0 ANDREW A GOLDMAN TRUSTEE 2.00 X 0 0 0 TRACY H GORDON TRUSTEE 2.00 X 0 0 0 RICHARD J GREEN TRUSTEE; BOARD OF DIRECTOR; VP 5.00 X X 0 0 0 SAMUEL J GREENBLATT TRUSTEE 2.00 X 0 0 0 JOSH GROSS TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 DAVID GUTIN TRUSTEE 2.00 X 0 0 0 MARY BERT GUTMAN TRUSTEE 2.00 X 0 0 0 MATTHEW HANDEL TRUSTEE 2.00 X 0 0 0 ADAM H HERZIG TRUSTEE 2.00 X 0 0 0 LEE S HILLERSON TRUSTEE 2.00 X 0 0 0 ALAN J HOFFMAN TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 MARJORIE HONICKMAN TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 DAVID M HOROWITZ TRUSTEE 2.00 X 0 0 0 DAVID L HYMAN TRUSTEE 2.00 X 0 0 0 PAUL L JAFFE TRUSTEE 2.00 X 0 0 0 KEITH JOFFE TRUSTEE 2.00 X 0 0 0 CHARLES KAHN TRUSTEE 2.00 X 0 0 0 ERNEST M KAHN TRUSTEE 2.00 X 0 0 0 MILTON KANT TRUSTEE 2.00 X 0 0 0 NED J KAPLIN TRUSTEE 2.00 X 0 0 0 ARTHUR KARAFIN TRUSTEE; BOARD OF DIRECTOR; VP 5.00 X X 0 0 0 DAVID KASOFF TRUSTEE 2.00 X 0 0 0 JOY W KEISER TRUSTEE 2.00 X 0 0 0 WAYNE D KIMMEL TRUSTEE; BRD OF DIR; TREASURER 5.00 X X 0 0 0 JILL KLEEMAN TRUSTEE 2.00 X 0 0 0 STEPHEN B KLEIN TRUSTEE 2.00 X 0 0 0 RENA KOPELMAN TRUSTEE; BOARD OF DIRECTOR; VP 5.00 X X 0 0 0 LISA GLASSNER KOVACS TRUSTEE 2.00 X 0 0 0 ARNOLD H KRAMER TRUSTEE 2.00 X 0 0 0 KAREN B KRAMER TRUSTEE 2.00 X 0 0 0 BRADLEY A KROUSE TRUSTEE 2.00 X 0 0 0 CHARLES D KURTZMAN TRUSTEE 2.00 X 0 0 0 CAROLE LANDIS TRUSTEE 2.00 X 0 0 0 SARA WEINBERG LAVER TRUSTEE 2.00 X 0 0 0 MARVIN LEVIN TRUSTEE 2.00 X 0 0 0 JONATHAN L LEVIN TRUSTEE 2.00 X 0 0 0 LORI J LEVIN TRUSTEE 2.00 X 0 0 0 MICHELE S LEVIN TRUSTEE 2.00 0.30 X 0 0 0 MURRAY S LEVIN TRUSTEE 2.00 X 0 0 0 SHARON P LEVIN TRUSTEE 2.00 X 0 0 0 ADAM LEVINE TRUSTEE 2.00 X 0 0 0 ROBERT G LEVINE TRUSTEE 2.00 X 0 0 0 BARBARA LINCOW TRUSTEE 2.00 X 0 0 0 ADELE S LIPTON TRUSTEE 2.00 X 0 0 0 IRWIN J LIPTON TRUSTEE 2.00 X 0 0 0 WILLIAM D LUTERMAN TRUSTEE 2.00 X 0 0 0 JILL L MADERER TRUSTEE 2.00 X 0 0 0 JOANN MALMUD TRUSTEE 2.00 X 0 0 0 THEODORE R MANN TRUSTEE 2.00 X 0 0 0 SIDNEY MARGULIES TRUSTEE 2.00 X 0 0 0 MICHAEL P MARKMAN TRUSTEE 2.00 X 0 0 0 GREGORY MARKS TRUSTEE 2.00 X 0 0 0 DAVID G MARSHALL TRUSTEE 2.00 X 0 0 0 ADAM P MEINSTEIN TRUSTEE 2.00 X 0 0 0 SHELLEY M MENKOWITZ TRUSTEE 2.00 X 0 0 0 JAMES M MEYER TRUSTEE 2.00 X 0 0 0 SARA MINKOFF TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 JAY B MINKOFF TRUSTEE 2.00 1.00 X 0 0 0 ALAN H MOLOD TRUSTEE 2.00 X 0 0 0 BARBARA MORGENSTERN TRUSTEE 2.00 X 0 0 0 STEPHEN H MOSS TRUSTEE 2.00 X 0 0 0 ROY S NEFF TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 BERNARD NEWMAN TRUSTEE; BRD OF DIR; PRESIDENT 5.00 X X 0 0 0 EDWARD NEWMAN TRUSTEE 2.00 X 0 0 0 GAIL NORRY TRUSTEE; BOARD OF DIRECTOR; VP 5.00 X X 0 0 0 SHARI J ODENHEIMER TRUSTEE 2.00 X 0 0 0 RONALD L PANITCH TRUSTEE 2.00 X 0 0 0 RUSSELL D PAUL TRUSTEE 2.00 X 0 0 0 RAYMOND G PERELMAN TRUSTEE 2.00 X 0 0 0 COOKIE PERILSTEIN TRUSTEE 2.00 X 0 0 0 JAYNE D PERILSTEIN TRUSTEE 2.00 X 0 0 0 DAVID POLLACK TRUSTEE 2.00 X 0 0 0 LAWRENCE J POLLOCK TRUSTEE 2.00 X 0 0 0 MARC PRINE TRUSTEE 2.00 X 0 0 0 NAOMI D PRUSKY TRUSTEE 2.00 X 0 0 0 LAWRENCE REICHLIN TRUSTEE 2.00 X 0 0 0 BETH G REISBOARD TRUSTEE 2.00 X 0 0 0 JACOB REITER TRUSTEE 2.00 X 0 0 0 MARY RELLES TRUSTEE 2.00 X 0 0 0 ELLIOT ROSEN TRUSTEE 2.00 X 0 0 0 ILAN ROSENBERG TRUSTEE 2.00 X 0 0 0 JOYCE ROSENBERG TRUSTEE 2.00 X 0 0 0 PETER ROSENBERG TRUSTEE 2.00 X 0 0 0 JAMES A ROSENSTEIN TRUSTEE 2.00 X 0 0 0 LYN M ROSS TRUSTEE 2.00 X 0 0 0 MICHAEL J ROSS TRUSTEE 2.00 X 0 0 0 RONALD RUBIN TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 RENEE G SACKEY TRUSTEE 2.00 X 0 0 0 ELLYN G SAFT TRUSTEE; BRD OF DIR; SECRETARY 5.00 1.00 X X 0 0 0 SHERRIE R SAVETT TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 MILTON S SCHNEIDER TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 CARL W SCHNEIDER TRUSTEE 2.00 X 0 0 0 MIRIAM A SCHNEIROV TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 ALLAN B SCHNEIROV TRUSTEE 2.00 X 0 0 0 WILLIAM M SCHWARTZ TRUSTEE 2.00 X 0 0 0 ROBERT S SCHWARTZ TRUSTEE 2.00 X 0 0 0 BRYNA SILVER SCOTT TRUSTEE 2.00 X 0 0 0 DANIEL SEGAL TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 BUBBLES SEIDENBERG TRUSTEE 2.00 X 0 0 0 NANCY SELARNICK TRUSTEE 2.00 X 0 0 0 JUDIE SHAPIRO TRUSTEE 2.00 X 0 0 0 RAYMOND L SHAPIRO TRUSTEE 2.00 X 0 0 0 JON SHAPIRO TRUSTEE 2.00 X 0 0 0 BETSY R SHEERR TRUSTEE 2.00 X 0 0 0 ALAN W SHEINBERG TRUSTEE 2.00 X 0 0 0 PHILIP M SHIEKMAN TRUSTEE 2.00 X 0 0 0 SHIRLEY R SHILS TRUSTEE 2.00 X 0 0 0 MURRAY H SHUSTERMAN TRUSTEE 2.00 X 0 0 0 MICHAEL SILVERBERG TRUSTEE 2.00 X 0 0 0 HOWARD H SILVERMAN TRUSTEE 2.00 X 0 0 0 BERYL D SIMONSON TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 EILEEN S SKLAROFF TRUSTEE 2.00 X 0 0 0 CONSTANCE SMUKLER TRUSTEE 2.00 X 0 0 0 MARK I SOLOMON TRUSTEE 2.00 X 0 0 0 MURRAY M SPAIN TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 TRACEY P SPECTER TRUSTEE 2.00 X 0 0 0 S TY STEINBERG TRUSTEE 2.00 X 0 0 0 E MATTHEW STEINBERG TRUSTEE 2.00 X 0 0 0 MITCH STERLING TRUSTEE 2.00 X 0 0 0 J BRETT STUDNER TRUSTEE 2.00 1.00 X 0 0 0 LEON C SUNSTEIN TRUSTEE 2.00 X 0 0 0 BRANDON SWARTZ TRUSTEE 2.00 X 0 0 0 ANDREW SZABO TRUSTEE 2.00 X 0 0 0 MOSES M VEGH TRUSTEE 2.00 0.30 X 0 0 0 MARGIE P WARGON TRUSTEE 2.00 X 0 0 0 DAVID H WEINSTEIN TRUSTEE 2.00 X 0 0 0 ARI Y WEINTRAUB TRUSTEE 2.00 X 0 0 0 DANIELLE M WEISS TRUSTEE 2.00 X 0 0 0 DAVID H WICE TRUSTEE 2.00 X 0 0 0 MICHAEL B WILLNER TRUSTEE 2.00 X 0 0 0 JEFFREY S WILSON TRUSTEE 2.00 X 0 0 0 SONIA B WOLDOW TRUSTEE 2.00 X 0 0 0 JOSEPH M YOHLIN TRUSTEE 2.00 X 0 0 0 NORMAN P ZARWIN TRUSTEE 2.00 X 0 0 0 JANET ZOLOT TRUSTEE 2.00 X 0 0 0 JEROME NACHLIS CHIEF FINANCIAL & ADMIN OFFICER 45.00 2.00 X 223320 0 29131 STEVEN ROSENBERG CHIEF MARKETING OFFICER 45.00 25.00 X 220723 0 732 DONNA FREYMAN DIRECTOR OF HUMAN RESOURCES 45.00 X 136905 0 40180 DUKE NAVE CONTROLLER 45.00 2.00 X 158446 0 14849 ROBERT QUATTRO DIRECTOR OF INFORMATION TECHNOLOGY 45.00 X 139260 0 23921 ROBERT SELTZER CAMPAIGN DIRECTOR 45.00 X 155621 0 25824 RACHEL GROSS DIRECTOR PLANNED GIVING & ENDOWMENT 45.00 0.30 X 171404 0 12979 IRA SCHWARTZ FORMER CEO 0.00 X 323580 0 0 1961458 0 181202 19 1 1 0 REN PSG 8910 PURDUE ROAD SUITE 500 INDIANAPOLIS IN 46268 INVESTMENT ADMINISTRATIVE SRVCS 261047 LCG ASSOCIATES 400 GALLERIA PARKWAY SUITE 1800 ATLANTA GA 30339 INVESTMENT CONSULTING 199969 JOSEPH DUGAN INC 905 BETHLEHEM PIKE ERDENHIEM PA 19038 BUILDING FACADE REPAIRS 193162 MAYTAV BUS COMPANY 1512 GRIFFITH STREET PHILADELPHIA PA 19111 TRANSPORTATION SERVICES 112443 4 206164 24974501 2961937 25180665 3559937 3559937 3202048 3653817 -451769 -451769 -1047705 595936 1215750 0 1215750 1215750 1215750 MISCELLANEOUS 900099 356590 356590 INVESTMENT INCOME FROM PARTNERSHI 900099 -24204 -24204 332386 29836969 -1047705 571732 5132277 18452440 18452440 185217 185217 1435619 503979 371288 560352 5519792 2021465 1097238 2401089 261972 83904 71389 106679 677926 193383 161129 323414 406072 141060 92170 172842 707851 706159 1692 131162 26868 102895 1399 66353 66353 41737 41737 61914 61914 277138 38476 238662 399394 318007 36433 44954 131127 10294 10029 110804 364530 89426 199476 75628 213719 43758 140458 29503 1939042 1659101 27157 252784 145770 33744 24825 87201 887543 233238 39472 614833 1058354 877098 181256 1268768 825361 289227 154180 142565 7721 124970 9874 INTRNAL PRGM-CAMPAIGN 1877965 1877965 INTRNAL PRGM-ALLOCATION 1183806 1183806 INTRNAL ENDOWMENT SUPPO 406104 406104 RENTAL EXPENSES (INCLU -3653817 -3483886 -169931 202265 202265 34792328 26476425 3308453 5007450 133777 73204 168042 345535 5418438 4039100 2516282 2484596 234206 394255 58225934 23320861 36050881 34905073 192685166 206039109 24242167 24015703 33813389 28230987 295262348 300527562 6167310 6689793 15548901 9015244 284606 312601 26780000 26660000 12331067 12045100 1600000 2330000 42214965 45716008 104926849 102768746 X 96043885 98558282 54939310 58599944 39352304 40600590 190335499 197758816 295262348 300527562 X -4955359 6746603 995812 6341933 -1705672 X 0 1 X 1 0 X 57624996 28155765 38692159 29507909 25180665 179161494 57624996 28155765 38692159 29507909 25180665 179161494 12886794 166274700 6340223 7663265 7580065 6715671 6761985 35061209 1473797 294630 627783 612531 571732 3580473 7196557 434113 362390 77324 356590 8426974 226230150 0.73500 0.73450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2011 AMOUNT: $ 7,196,557. 2012 AMOUNT: $ 434,113. 2013 AMOUNT: $ 362,390. 2014 AMOUNT: $ 77,324. 2015 AMOUNT: $ 356,590. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10434 31303 41737 37048408 37090145 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 65127 39804 58181 41737 204849 250000 250000 250000 250000 1000000 1500000 16282 9951 14545 10434 51212 253 14 3347401 0 7208081 1062688 59596631 20822974 1 1 89297348 3493662 5568775 6137885 614089 91607811 95180888 4213805 -2401881 7057410 638054 89297348 84330682 6958636 12586219 8145364 549285 95180888 81724000 2345612 8161797 7374306 526421 84330682 58348000 23571000 5926000 5596000 525000 81724000 0.43000 0.44320 0.12680 0 0 7054520 7054520 46873710 19840942 27032768 4297704 3479919 817785 34905073 STATE OF ISRAEL BONDS 2225750 F OTHER INVESTMENTS 21789953 F 24015703 ASSETS HELD UNDER CRT AGREEMENTS 2585588 NON-PARTICIPATING ASSETS 22438667 OTHER ASSETS 3206732 28230987 DONOR DESIGNATED LIABILITIES 105986 LIABILITIES UNDER CGA'S 3308003 LIABILITIES UNDER REVOCABLE TRUSTS 13308185 LIABILITIES UNDER CRT AGREEMENTS 1374328 INVESTMENT IN EXPONENT 2958539 ACCRUED PENSION BENEFIT COST 23379826 OTHER NON-CURRENT LIABILITIES 1281141 45716008 X 45091253 6746603 995812 4338944 12081359 33009894 -3172925 -3172925 29836969 44009869 995812 8498867 9494679 34515190 277138 277138 34792328 PART V, LINE 4: THE JEWISH FEDERATION ENDOWMENT FUNDS ARE INTENDED TO SUPPORT AND PROVIDE A SECURE FINANCIAL FOUNDATION FOR THE JEWISH COMMUNITY IN GREATER PHILADELPHIA, IN ISRAEL AND AROUND THE WORLD. THE JEWISH FEDERATION IS DEDICATED TO CREATING PERMANENT ASSETS TO PROVIDE THE COMMUNITY WITH THE RESOURCES NECESSARY TO SUPPORT A FLOURISHING JEWISH COMMUNITY, NOW AND IN THE FUTURE. OUR ENDOWMENT FUNDS DIRECTLY SUPPORT JEWISH FEDERATION'S ANNUAL CAMPAIGN AND PRIORITIES IN OUR LOCAL JEWISH COMMUNITY, IN ISRAEL AND AROUND THE WORLD. THE ENDOWMENT FUNDS ALSO SUPPORT LOCAL AGENCIES, SYNAGOGUES, SCHOOLS, NATIONAL JEWISH ORGANIZATIONS AND GENERAL CHARITABLE ORGANIZATIONS. PART X, LINE 2: THE ORGANIZATION ADOPTED ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS INTERPRETATION CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM STANDARD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE JEWISH FEDERATION AND THE JEWISH EXPONENT HAVE NOT TAKEN ANY UNCERTAIN TAX POSITION THAT SHOULD BE ACCOUNTED FOR UNDER ASC 740. MANAGEMENT BELIEVES THAT THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS ENDED ON OR PRIOR TO AUGUST 31, 2012. HOWEVER, TO THE EXTENT NET OPERATING LOSS CARRY-FORWARDS ARE UTILIZED IN THE FUTURE, THESE LOSSES MAY STILL BE ADJUSTED UPON EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF NON-PARTICIPATING ASSETS 5,208,643. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 33,388. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -382,235. EQUITY ON LOSS OF EXPONENT -243,714. INVESTMENT MANAGEMENT FEES SHOWN AS EXPENSE -277,138. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL INCOME RECORDED AS EXPENSE 505,096. RENTAL EXPENSE RECLASSES -3,653,817. INVESTMENT INCOME FROM PARTNERSHIPS -24,204. PART XII, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLES 378,437. RENTAL EXPENSE RECLASSES 3,653,817. RENTAL INCOME RECORDED AS EXPENSE -505,096. FORFEITED GRANTS -27,895. PENSION RELATED CHANGES OTHER THAN PERIODIC COSTS 4,961,265. LOSS ON INTEREST RATE SWAP 38,339. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES SHOWN AS EXPENSE 277,138. 1 MIDDLE EAST AND NORTH AFRICA 1 1 PROGRAM SERVICES PROGRAM OPERATIONS - ISRAEL OFFICE 133683 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 18039613 1 1 0 0 1 1 18173296 0 18173296 1 0 1 1 1 0 PART I, LINE 2: JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) ADOPTED A PROCEDURE FOR ASSISTING JEWISH FEDERATIONS IN MAKING FOREIGN GRANTS WHICH DO NOT HAVE AN "AMERICAN FRIENDS OF" OFFICE WHICH IS A PUBLIC CHARITY LISTED WITH THE IRS. JEWISH FEDERATION DISTRIBUTES ALL FOREIGN GRANTS FROM DONOR-ADVISED, ENDOWMENT AND OTHER FUNDS IN ACCORDANCE WITH JFNA'S POLICY AS FOLLOWS: 1. UPON RECEIPT OF A RECOMMENDATION FOR A GRANT FROM A DONOR-ADVISED FUND OR OTHER SOURCE FOR A FOREIGN GRANT, JEWISH FEDERATION WILL SEND A LETTER VIA EMAIL TO ISRAELGRANTS@JEWISHFEDERATIONS.ORG OR BY MAIL TO THE ADDRESS BELOW RELAYING THE NAME OF THE PROPOSED GRANTEE, CHECK NUMBER OR WIRE DATE AND THE AMOUNT AND PURPOSE OF THE GRANT TO JFNA. SONIA SANTOS THE JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK, NY 10004 2. JFNA FORWARDS THE LETTER, WHICH CONTAINS ALL REQUIRED INFORMATION AND RECOMMENDATION, TO THE UNITED ISRAEL APPEAL ("UIA") WHICH CONDUCTS A PRE-GRANT REVIEW. AS PART OF THE PRE-GRANT REVIEW, UIA DETERMINES WHETHER OR NOT THE GRANT WILL BE USED FOR CHARITABLE PURPOSES AND CONFIRMS THAT THE CHARITY IS QUALIFIED TO RECEIVE SUCH GRANT. UIA ALSO REQUIRES THE BENEFICIARY TO SUBMIT OR UPDATE ALL THE REQUIRED LEGAL DOCUMENTS. 3. BASED UPON THE RESULTS OF THE UIA REVIEW, JFNA IS INFORMED THAT THE RECOMMENDATION IS APPROVED. IF THE JEWISH FEDERATION CHECK OR WIRE WAS SENT WITH THE LETTER, JFNA INFORMS THE JEWISH FEDERATION THAT THE GRANT WAS APPROVED, DEPOSITS THE CHECK OR ACCEPTS THE WIRE AND SUBSEQUENTLY, WIRES THE FUNDS TO UIA FOR DISTRIBUTION TO THE FOREIGN GRANT RECIPIENT. IF THE CHECK OR WIRE WAS NOT SENT, JFNA INFORMS THE JEWISH FEDERATION THE GRANT WAS APPROVED AND REQUESTS THAT THE CHECK OR WIRE BE SENT. GIVEN THE PRIOR INVESTIGATION BY UIA, IT IS ANTICIPATED THAT THESE RECOMMENDATIONS WILL GENERALLY BE APPROVED AND THE INITIATING JEWISH FEDERATION WILL BE ADVISED THAT THE GRANT HAS BEEN APPROVED. IF THE RECOMMENDATION IS DECLINED, JFNA WILL NOTIFY THE JEWISH FEDERATION AND THE FUNDS WILL BE RETURNED TO JEWISH FEDERATION. IF THE RECOMMENDATION IS DECLINED AND THE DOLLARS SENT TO JFNA WERE FROM A DONOR-ADVISED FUND OR OTHER ENDOWMENT FUND, THE DOLLARS WILL BE RETURNED TO THE JEWISH FEDERATION FOR CREDIT TO THE APPROPRIATE FUND. 4. JFNA AND UIA WILL RETAIN THE NECESSARY DOCUMENTATION TO SATISFY IRS REPORTING AND RECORDKEEPING REQUIREMENTS FOR THE FOREIGN GRANT AND UIA WILL REPORT THE FOREIGN GRANT ON ITS FORM 990. 5. JEWISH FEDERATION REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. IN ADDITION, JFNA, AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA), A SUBSIDIARY OF JFNA, AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) - BOTH 501(C)(3) ORGANIZATIONS -- EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F. X X X X X 1 SIEGEL MARKETING GROUP PO BOX 686598 CHICAGO IL 60695 TELEMARKETING SOLICITATIONS 0 140331 35724 104607 140331 35724 104607 PA NJ NY FL CA 1 AAUW MAKEFIELD AREA BRANCH PA INC 178 FORREST DRIVE HOLLAND PA 18966 463627182 501 (C ) (3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ABRAMS HEBREW ACADEMY 31 WEST COLLEGE AVENUE YARDLEY PA 19067 216001415 501 (C ) (3) 99187 GENERAL AND/OR PROGRAM SUPPORT ABRAMS HEBREW ACADEMY 31 WEST COLLEGE AVENUE YARDLEY PA 19067 216001415 501 (C ) (3) 4000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ADOPT-AN-AUTHOR INC 9447 COVENTRY LAKE COURT WEST PALM BEACH FL 33411 141844572 501 (C ) (3) 6000 GENERAL AND/OR PROGRAM SUPPORT ADVANCING WOMEN PROFESSIONALS AND THE JEWISH COMMUNITY INC 520 EIGHTH AVENUE 4TH FLOOR NEW YORK NY 10018 134190787 501 (C ) (3) 6000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AISH HATORAH-METRO PHILADELPHIA INC 50 MONTGOMERY AVENUE BALA CYNWYD PA 19004 232854127 501 (C ) (3) 10581 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ALBERT EINSTEIN MEDICAL CENTER 5501 OLD YORK ROAD PHILADELPHIA PA 191413018 231396794 501 (C ) (3) 5378 GENERAL AND/OR PROGRAM SUPPORT ALBERT EINSTEIN MEDICAL CENTER 5501 OLD YORK ROAD PHILADELPHIA PA 191413018 231396794 501 (C ) (3) 20850 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ALLIANCE FOR CONTINUING RABBINIC EDUCATION LTD 1212 MELROSE AVENUE MELROSE PARK PA 19027 275247875 501 (C ) (3) 20000 GENERAL AND/OR PROGRAM SUPPORT AMERICAN ASSOCIATES BEN GURION UNIVERSITY OF THE NEGEV 1001 AVENUE OF THE AMERICAS 19TH FLOOR NEW YORK NY 10018 237270753 501 (C ) (3) 28313 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC 125 BROAD ST 18TH FLOOR NEW YORK NY 10004 136213516 501 (C ) (3) 5600 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC 633 THIRD AVENUE 20TH FL NEW YORK NY 10017 131623886 501 (C ) (3) 5100 GENERAL AND/OR PROGRAM SUPPORT AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC 633 THIRD AVENUE 20TH FL NEW YORK NY 10017 131623886 501 (C ) (3) 3360 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN FRIENDS OF ELI PO BOX 12 MERION STATION PA 19066 522171745 501 (C ) (3) 1250 GENERAL AND/OR PROGRAM SUPPORT AMERICAN FRIENDS OF ELI PO BOX 12 MERION STATION PA 19066 522171745 501 (C ) (3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN FRIENDS OF LEKET ISRAEL PO BOX 2090 TEANECK NJ 076661490 208202424 501 (C ) (3) 31250 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN FRIENDS OF LIBI 420 HARVARD STREET BROOKLINE MA 02446 320081620 501 (C ) (3) 167713 GENERAL AND/OR PROGRAM SUPPORT AMERICAN FRIENDS OF MAGEN DAVID ADOM 352 7TH AVENUE 4TH FLOOR NEW YORK NY 100015012 131790719 501 (C ) (3) 26650 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN FRIENDS OF NISHMAT 520 EIGHTH AVENUE 4TH FLOOR NEW YORK NY 10018 043106173 501 (C ) (3) 5960 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN FRIENDS OF THE ISRAEL MUSEUM 545 FIFTH AVENUE SUITE 920 NEW YORK NY 10017 237182582 501 (C ) (3) 14425 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN FRIENDS OF YESHIVA DMIR INC 5227 NEW UTRECHT AVE BROOKLYN NY 11219 132946608 501 (C ) (3) 8250 GENERAL AND/OR PROGRAM SUPPORT AMERICAN FRIENDS OF YESHIVA DMIR INC 5227 NEW UTRECHT AVE BROOKLYN NY 11219 132946608 501 (C ) (3) 1000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 10022 135563393 501 (C ) (3) 1211 GENERAL AND/OR PROGRAM SUPPORT AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 10022 135563393 501 (C ) (3) 10280 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 711 THIRD AVENUE 10TH FLOOR NEW YORK NY 10017 131656634 501 (C ) (3) 81000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN SOCIETY FOR TECHNION 55 EAST 59TH STREET NEW YORK NY 10022 130434195 501 (C ) (3) 5100 GENERAL AND/OR PROGRAM SUPPORT AMERICAN SOCIETY FOR TECHNION 55 EAST 59TH STREET NEW YORK NY 10022 130434195 501 (C ) (3) 23006 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN SOCIETY FOR THE PROTECTION OF NATURE IN ISRAEL (ASPNI) 28 ARRANDALE AVENUE GREAT NECK NY 110241804 521467954 501 (C ) (3) 25000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMIT 817 BROADWAY 4TH FLOOR NEW YORK NY 10003 135631502 501 (C ) (3) 5860 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ANDREW MCDONOUGH B FOUNDATION 101 ROCKLAND CIRCLE WILMINGTON DE 19803 421741037 501 (C ) (3) 5850 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 131818723 501 (C ) (3) 5100 GENERAL AND/OR PROGRAM SUPPORT ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 131818723 501 (C ) (3) 3650 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ANTI-DEFAMATION LEAGUE FOUNDATION 605 THIRD AVENUE NEW YORK NY 101583560 132887439 501 (C ) (3) 220200 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS BENCHMARK SCHOOL 2107 NORTH PROVIDENCE ROAD MEDIA PA 19063 231728895 501 (C ) (3) 15000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS BETH JACOB HEBREW TEACHERS COLLEGE INC 1213 ELM AVENUE BROOKLYN NY 11230 132507037 501 (C ) (3) 5450 GENERAL AND/OR PROGRAM SUPPORT BETH SHOLOM CONGREGATION 8231 OLD YORK ROAD ELKINS PARK PA 19027 020806071 501 (C ) (3) 18870 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS BIRTHRIGHT ISRAEL FOUNDATION PO BOX 5892 HICKSVILLE NY 11801 134092050 501 (C ) (3) 150900 GENERAL AND/OR PROGRAM SUPPORT BIRTHRIGHT ISRAEL FOUNDATION PO BOX 5892 HICKSVILLE NY 11801 134092050 501 (C ) (3) 18900 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS B'NAI B'RITH YOUTH ORGANIZATION 800 EIGHTH STREET NW WASHINGTON DC 20001 311794932 501 (C ) (3) 30100 GENERAL AND/OR PROGRAM SUPPORT B'NAI B'RITH YOUTH ORGANIZATION 800 EIGHTH STREET NW WASHINGTON DC 20001 311794932 501 (C ) (3) 100 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS BOARD OF RABBIS OF GREATER PHILADELPHIA 2100 ARCH STREET PHILADELPHIA PA 19103 231571787 501 (C ) (3) 30000 GENERAL AND/OR PROGRAM SUPPORT BOY SCOUTS OF AMERICA 1485 VALLEY FORGE ROAD WAYNE PA 19087 231352052 501 (C ) (3) 15000 GENERAL AND/OR PROGRAM SUPPORT CAMP RAMAH IN THE POCONOS 2100 ARCH STREET PHILADELPHIA PA 19103 231607236 501 (C ) (3) 1596 GENERAL AND/OR PROGRAM SUPPORT CAMP RAMAH IN THE POCONOS 2100 ARCH STREET PHILADELPHIA PA 19103 231607236 501 (C ) (3) 22036 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CHABAD LUBAVITCH OF THE MAIN LINE INC 625 MONTGOMERY AVENUE MERION STATION PA 19066 200072887 501 (C ) (3) 21800 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CHALLAH FOR HUNGER 201 S CAMAC STREET FLOOR 2 PHILADELPHIA PA 19107 261540827 501 (C ) (3) 18375 GENERAL AND/OR PROGRAM SUPPORT CHEDER CHABAD - PHILADELPHIA 625 MONTGOMERY AVENUE MERION STATION PA 19072 270854753 501 (C ) (3) 46596 GENERAL AND/OR PROGRAM SUPPORT COMMITTEE FOR THE RESCUE OF ISRAEL'S BABIES 333 WEST 86TH STREET SUITE 1003 NEW YORK NY 10024 223431457 501 (C ) (3) 200000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CONGREGATION ADATH JESHURUN 7763 OLD YORK ROAD ELKINS PARK PA 19027 231484192 501 (C ) (3) 5100 GENERAL AND/OR PROGRAM SUPPORT CONGREGATION ADATH JESHURUN 7763 OLD YORK ROAD ELKINS PARK PA 19027 231484192 501 (C ) (3) 12286 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CONGREGATION BETH AVRAHAM 439 SOUTH NULTON AVENUE PALMER TOWNSHIP PA 18045 201161320 501 (C ) (3) 5500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CONGREGATION BETH EL-NER TAMID 715 PAXON HOLLOW ROAD BROOMALL PA 19008 231555443 501 (C ) (3) 3824 GENERAL AND/OR PROGRAM SUPPORT CONGREGATION BETH EL-NER TAMID 715 PAXON HOLLOW ROAD BROOMALL PA 19008 231555443 501 (C ) (3) 2000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CONGREGATION BETH OR 239 WELSH ROAD MAPLE GLEN PA 19002 236005909 501 (C ) (3) 51000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CONGREGATION KENESETH ISRAEL 2227 CHEW STREET ALLENTOWN PA 18104 231489807 501 (C ) (3) 2913 GENERAL AND/OR PROGRAM SUPPORT CONGREGATION KENESETH ISRAEL 2227 CHEW STREET ALLENTOWN PA 18104 231489807 501 (C ) (3) 7168 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CONGREGATION OHEV SHALOM 2 CHESTER ROAD WALLINGFORD PA 19086 231457981 501 (C ) (3) 10672 GENERAL AND/OR PROGRAM SUPPORT CONGREGATION OHEV SHALOM 2 CHESTER ROAD WALLINGFORD PA 19086 231457981 501 (C ) (3) 750 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CONGREGATION RODEPH SHALOM 615 NORTH BROAD STREET PHILADELPHIA PA 191232495 231365228 501 (C ) (3) 1541 GENERAL AND/OR PROGRAM SUPPORT CONGREGATION RODEPH SHALOM 615 NORTH BROAD STREET PHILADELPHIA PA 191232495 231365228 501 (C ) (3) 18700 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CYSTIC FIBROSIS FOUNDATION 2004 SPROUL ROAD 208 BROOMALL PA 19008 232573569 501 (C ) (3) 16000 GENERAL AND/OR PROGRAM SUPPORT CYSTIC FIBROSIS FOUNDATION 2004 SPROUL ROAD 208 BROOMALL PA 19008 232573569 501 (C ) (3) 200 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS DOCTORS WITHOUT BORDERS USA INC 333 7TH AVE 2ND FLOOR NEW YORK NY 100015004 133433452 501 (C ) (3) 328 GENERAL AND/OR PROGRAM SUPPORT DOCTORS WITHOUT BORDERS USA INC 333 7TH AVE 2ND FLOOR NEW YORK NY 100015004 133433452 501 (C ) (3) 5450 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS EMUNAH OF AMERICA INC 363 7TH AVENUE SUITE 205 NEW YORK NY 10001 132670365 501 (C ) (3) 5600 GENERAL AND/OR PROGRAM SUPPORT EVERGREEN STATE COLLEGE FOUNDATION 2700 EVERGREEN PKWY NW L1113 OLYMPIA WA 98505 910981488 501 (C ) (3) 38000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FEDERATION EARLY LEARNING SERVICE (FELS) 10700 JAMISON AVENUE PHILADELPHIA PA 19116 231352554 501 (C ) (3) 15240 GENERAL AND/OR PROGRAM SUPPORT FEDERATION EARLY LEARNING SERVICE (FELS) 10700 JAMISON AVENUE PHILADELPHIA PA 19116 231352554 501 (C ) (3) 4200 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FEDERATION HOUSING INC 8900 ROOSEVELT BOULEVARD PHILADELPHIA PA 19115 231733766 501 (C ) (3) 141000 GENERAL AND/OR PROGRAM SUPPORT FEMALE HEBREW BENEVOLENT SOCIETY 2125 DELANCEY PLACE PHILADELPHIA PA 19103 236269039 501 (C ) (3) 26618 GENERAL AND/OR PROGRAM SUPPORT FEMALE HEBREW BENEVOLENT SOCIETY 2125 DELANCEY PLACE PHILADELPHIA PA 19103 236269039 501 (C ) (3) 6000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FIRST SERVE - NM INC PO BOX 31904 SANTA FE NM 87594 270044395 501 (C ) (3) 6500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FOOD FOR THE POOR INC 6401 LYONS ROAD COCONUT CREEK FL 33073 592174510 501 (C ) (3) 6000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FRACTURED ATLAS PRODUCTIONS INC 248 WEST 35TH ST 10TH FLOOR NEW YORK NY 10001 113451703 501 (C ) (3) 6925 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FRIENDS CENTRAL SCHOOL 1101 CITY AVENUE WYNNEWOOD PA 19096 231352636 501 (C ) (3) 7695 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FRIENDS OF MCGILL UNIVERSITY PO BOX 28137 NEW YORK NY 100878137 237054819 501 (C ) (3) 70000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FRIENDS OF THE ARAVA INSTITUTE 896 BEACON STREET BOSTON MA 02215 113485736 501 (C ) (3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FRIENDS OF THE BRISKER YESHIVA INC PO BOX 278 NEW YORK NY 10116 237181650 501 (C ) (3) 5500 GENERAL AND/OR PROGRAM SUPPORT FRIENDS OF THE ISRAEL DEFENSE FORCES (IDF) 1430 BROADWAY SUITE 1301 NEW YORK NY 10018 133156445 501 (C ) (3) 3375 GENERAL AND/OR PROGRAM SUPPORT FRIENDS OF THE ISRAEL DEFENSE FORCES (IDF) 1430 BROADWAY SUITE 1301 NEW YORK NY 10018 133156445 501 (C ) (3) 4900 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FRIENDS OF YAD LAKASHISHLIFELINE FOR THE OLD PO BOX 494 ENGLEWOOD NJ 07631 760734439 501 (C ) (3) 25000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS GARDEN RAISED BOUNTY-GRUB 2016 ELLIOTT AVENUE NW OLYMPIA WA 98502 911594312 501 (C ) (3) 11000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS GERMANTOWN JEWISH CENTRE 400 WEST ELLET STREET PHILADELPHIA PA 19119 231396831 501 (C ) (3) 24260 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS GERSHMAN Y 401 SOUTH BROAD STREET PHILADELPHIA PA 19147 231352242 501 (C ) (3) 75082 GENERAL AND/OR PROGRAM SUPPORT GERSHMAN Y 401 SOUTH BROAD STREET PHILADELPHIA PA 19147 231352242 501 (C ) (3) 21500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS GIVEWELL 182 HOWARD STREET 208 SAN FRANCISCO CA 94105 208625442 501 (C ) (3) 7000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS GOLDEN SLIPPER CENTER FOR SENIORS 3901 CONSHOHOCKEN AVENUE PHILADELPHIA PA 19131 232793956 501 (C ) (3) 202560 GENERAL AND/OR PROGRAM SUPPORT GRATZ COLLEGE 7605 OLD YORK ROAD MELROSE PARK PA 19027 231352642 501 (C ) (3) 246600 GENERAL AND/OR PROGRAM SUPPORT GRATZ COLLEGE 7605 OLD YORK ROAD MELROSE PARK PA 19027 231352642 501 (C ) (3) 41400 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS GREATER PHILADELPHIA URBAN AFFAIRS COALITION 1207 CHESTNUT STREET SUITE 700 PHILADELPHIA PA 19107 237046393 501 (C ) (3) 35058 GENERAL AND/OR PROGRAM SUPPORT HADASSAH OF GREATER PHILADELPHIA 1518 WALNUT STREET SUITE 555 PHILADELPHIA PA 19102 136227614 501 (C ) (3) 360 GENERAL AND/OR PROGRAM SUPPORT HADASSAH OF GREATER PHILADELPHIA 1518 WALNUT STREET SUITE 555 PHILADELPHIA PA 19102 136227614 501 (C ) (3) 10166 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC 50 WEST 58TH STREET NEW YORK NY 10019 131656651 501 (C ) (3) 35360 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS HAR ZION TEMPLE 1500 HAGYS FORD ROAD PENN VALLEY PA 190721195 231365242 501 (C ) (3) 29496 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA INC 2100 ARCH STREET 3RD FLOOR PHILADELPHIA PA 19103 231405597 501 (C ) (3) 48975 GENERAL AND/OR PROGRAM SUPPORT HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA INC 2100 ARCH STREET 3RD FLOOR PHILADELPHIA PA 19103 231405597 501 (C ) (3) 3500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS HILLEL OF GREATER PHILADELPHIA 215 S 39TH STREET PHILADELPHIA PA 19104 231365179 501 (C ) (3) 618936 GENERAL AND/OR PROGRAM SUPPORT HILLEL OF GREATER PHILADELPHIA 215 S 39TH STREET PHILADELPHIA PA 19104 231365179 501 (C ) (3) 32018 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS HILLSIDE SCHOOL 404 ROBIN HILL STREET MARLBOROUGH MA 01752 042111216 501 (C ) (3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS HILLTOWN COMMUNITY HEALTH CENTERS INC 58 OLD NORTH ROAD WORTHINGTON MA 01098 042161484 501 (C ) (3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS HOLOCAUST AWARENESS MUSEUM AND EDUCATION CENTER 10100 JAMISON AVENUE PHILADELPHIA PA 19116 231969470 501 (C ) (3) 1063 GENERAL AND/OR PROGRAM SUPPORT HOLOCAUST AWARENESS MUSEUM AND EDUCATION CENTER 10100 JAMISON AVENUE PHILADELPHIA PA 19116 231969470 501 (C ) (3) 30000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS HONOLULU MUSEUM OF ART 900 SOUTH BERETANIA STREET HONOLULU HI 96814 990079713 501 (C ) (3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS HUB THEATRE COMPANY OF BOSTON INC 50 GREEN ST 409 BROOKLINE MA 02446 461283093 501 (C ) (3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS IS KOSLOFF TORAH ACADEMY HIGH SCHOOL FOR GIRLS 50 MONTGOMERY AVENUE BALA CYNWYD PA 19004 452611143 501 (C ) (3) 54032 GENERAL AND/OR PROGRAM SUPPORT INTERFAITH CENTER OF GREATER PHILADELPHIA 100 W OXFORD ST SUITE E-1300 PHILADELPHIA PA 19122 050597080 501 (C ) (3) 5500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS INTERFAITHFAMILY COM INC 90 OAK STREET 4TH FLOOR NEWTON MA 02464 043577816 501 (C ) (3) 35925 GENERAL AND/OR PROGRAM SUPPORT INTERFAITHFAMILY COM INC 90 OAK STREET 4TH FLOOR NEWTON MA 02464 043577816 501 (C ) (3) 5000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS INTERNATIONAL DOCUMENTARY ASSOCIATION 3470 WILSHIRE BLVD SUITE 980 LOS ANGELES CA 90010 953911227 501 (C ) (3) 18500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON RD STE H WARRINGTON PA 18976 232519029 501 (C ) (3) 7450 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JACK M BARRACK HEBREW ACADEMY 272 SOUTH BRYN MAWR AVENUE BRYN MAWR PA 190102105 231352614 501 (C ) (3) 551251 GENERAL AND/OR PROGRAM SUPPORT JACK M BARRACK HEBREW ACADEMY 272 SOUTH BRYN MAWR AVENUE BRYN MAWR PA 190102105 231352614 501 (C ) (3) 28770 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JCC KAISERMAN 45 HAVERFORD ROAD WYNNEWOOD PA 19096 270841715 501 (C ) (3) 7385 GENERAL AND/OR PROGRAM SUPPORT JCC KAISERMAN 45 HAVERFORD ROAD WYNNEWOOD PA 19096 270841715 501 (C ) (3) 65220 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH ADOPTION & FAMILY CARE OPTIONS - JAFCO 4200 NORTH UNIVERSITY DRIVE SUNRISE FL 33351 200898587 501 (C ) (3) 5600 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH COUNCIL FOR PUBLIC AFFAIRS 116 E 27TH STREET - 10TH FLOOR NEW YORK NY 10016 131624104 501 (C ) (3) 20000 GENERAL AND/OR PROGRAM SUPPORT JEWISH COUNCIL FOR PUBLIC AFFAIRS 116 E 27TH STREET - 10TH FLOOR NEW YORK NY 10016 131624104 501 (C ) (3) 1500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEVS HUMAN SERVICES 1845 WALNUT STREET 7TH FLOOR PHILADELPHIA PA 191034707 231352118 501 (C ) (3) 574268 GENERAL AND/OR PROGRAM SUPPORT JEVS HUMAN SERVICES 1845 WALNUT STREET 7TH FLOOR PHILADELPHIA PA 191034707 231352118 501 (C ) (3) 26500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH FAMILY AND CHILDREN'S SERVICE OF GREATER PHILADELPHIA 2100 ARCH STREET 5TH FLOOR PHILADELPHIA PA 19103 231352026 501 (C ) (3) 1473649 GENERAL AND/OR PROGRAM SUPPORT JEWISH FAMILY AND CHILDREN'S SERVICE OF GREATER PHILADELPHIA 2100 ARCH STREET 5TH FLOOR PHILADELPHIA PA 19103 231352026 501 (C ) (3) 28700 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH FARM SCHOOL 5020 CEDAR AVENUE PHILADELPHIA PA 19143 454100890 501 (C ) (3) 50000 GENERAL AND/OR PROGRAM SUPPORT JEWISH FEDERATION OF PALM BEACH COUNTY 4601 COMMUNITY DRIVE WEST PALM BEACH FL 334172760 590948696 501 (C ) (3) 44250 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 591945109 501 (C ) (3) 40000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH FEDERATION OF SOUTHERN NEW JERSEY 1301 SPRINGDALE ROAD SUITE 200 CHERRY HILL NJ 080032761 210634489 501 (C ) (3) 7200 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH FEDERATION OF THE LEHIGH VALLEY 702 N 22ND ST ALLENTOWN PA 18104 236396949 501 (C ) (3) 11000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH LEARNING VENTURE 7607 OLD YORK ROAD MELROSE PARK PA 19027 232473518 501 (C ) (3) 796729 GENERAL AND/OR PROGRAM SUPPORT JEWISH LEARNING VENTURE 7607 OLD YORK ROAD MELROSE PARK PA 19027 232473518 501 (C ) (3) 11250 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 131659627 501 (C ) (3) 5100 GENERAL AND/OR PROGRAM SUPPORT JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 131659627 501 (C ) (3) 30204 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH ORTHODOX FEMINIST ALLIANCE INC 520 8TH AVE 4TH FLOOR NEW YORK NY 10018 522106560 501 (C ) (3) 20000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH RELIEF AGENCY 200 MONUMENT ROAD SUITE 8 BALA CYNWYD PA 19004 262578017 501 (C ) (3) 161954 GENERAL AND/OR PROGRAM SUPPORT JEWISH RELIEF AGENCY 200 MONUMENT ROAD SUITE 8 BALA CYNWYD PA 19004 262578017 501 (C ) (3) 60200 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH SOCIAL POLICY ACTION NETWORK (JSPAN) 1735 MARKET STREET SUITE A-417 PHILADELPHIA PA 19103 200460097 501 (C ) (3) 7750 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY NEW YORK NY 10027 130887640 501 (C ) (3) 5100 GENERAL AND/OR PROGRAM SUPPORT JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY NEW YORK NY 10027 130887640 501 (C ) (3) 1280 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JUDITH CREED HOMES FOR ADULT INDEPENDENCE FEDERATION HALL 274 S BRYN MAWR AVENUE BRYN MAWR PA 19010 232493728 501 (C ) (3) 47500 GENERAL AND/OR PROGRAM SUPPORT JUDITH CREED HOMES FOR ADULT INDEPENDENCE FEDERATION HALL 274 S BRYN MAWR AVENUE BRYN MAWR PA 19010 232493728 501 (C ) (3) 10350 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JUPITER MEDICAL CENTER FOUNDATION INC 1210 SOUTH OLD DIXIE HIGHWAY JUPITER FL 33458 650132406 501 (C ) (3) 13000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS KENESETH ISRAEL REFORM CONGREGATION 8339 OLD YORK ROAD ELKINS PARK PA 19027 231365269 501 (C ) (3) 14672 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS KESHER ISRAEL CONGREGATION 1000 POTTSTOWN PIKE WEST CHESTER PA 19380 231948656 501 (C ) (3) 6344 GENERAL AND/OR PROGRAM SUPPORT KING & LOW-HEYWOOD THOMAS SCHOOLS INC 1450 NEWFIELD AVENUE STAMFORD CT 06905 061229222 501 (C ) (3) 50000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS KLEINLIFE 10100 JAMISON AVENUE PHILADELPHIA PA 19116 270840848 501 (C ) (3) 1102046 GENERAL AND/OR PROGRAM SUPPORT KLEINLIFE 10100 JAMISON AVENUE PHILADELPHIA PA 19116 270840848 501 (C ) (3) 10220 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS KOHELET YESHIVA HIGH SCHOOL 223 NORTH HIGHLAND AVENUE MERION STATION PA 19066 232915026 501 (C ) (3) 72938 GENERAL AND/OR PROGRAM SUPPORT KOHELET YESHIVA HIGH SCHOOL 223 NORTH HIGHLAND AVENUE MERION STATION PA 19066 232915026 501 (C ) (3) 4420 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS LANKENAU MEDICAL CENTER FOUNDATION 100 EAST LANCASTER AVENUE WYNNEWOOD PA 19096 232176723 501 (C ) (3) 10100 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS LEHIGH UNIVERSITY 27 MEMORIAL DRIVE WEST BETHLEHEM PA 18015 240795445 501 (C ) (3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS LIVING BEYOND BREAST CANCER 40 MONUMENT ROAD SUITE 104 BALA CYNWYD PA 19004 232734689 501 (C ) (3) 10700 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS LOWER MERION SYNAGOGUE PO BOX 2528 BALA CYNWYD PA 19004 232615920 501 (C ) (3) 43561 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS LYMPHOMA RESEARCH FOUNDATION 115 BROADWAY SUITE 1301 NEW YORK NY 10006 954335088 501 (C ) (3) 20350 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE 1425 HORSHAM ROAD NORTH WALES PA 194541320 232083077 501 (C ) (3) 489915 GENERAL AND/OR PROGRAM SUPPORT MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE 1425 HORSHAM ROAD NORTH WALES PA 194541320 232083077 501 (C ) (3) 73385 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS MAIN LINE REFORM TEMPLE BETH ELOHIM 410 MONTGOMERY AVENUE WYNNEWOOD PA 19096 231494772 501 (C ) (3) 9430 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS MELROSE B'NAI ISRAEL EMANU-EL 8339 OLD YORK ROAD ELKINS PARK PA 19027 232184737 501 (C ) (3) 5100 GENERAL AND/OR PROGRAM SUPPORT MIKVEH AT TEMPLE BETH HILLEL BETH EL 1001 REMINGTON ROAD WYNNEWOOD PA 19096 043683148 501 (C ) (3) 66700 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS MINDING YOUR MIND 124 SIBLEY AVENUE ARDMORE PA 19003 208448707 501 (C ) (3) 8250 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS MISHKAN SHALOM 4101 FREELAND AVENUE PHILADELPHIA PA 19128 232518433 501 (C ) (3) 14500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS MOISHE HOUSE 441 SAXONY ROAD ENCINITAS CA 92024 262599786 501 (C ) (3) 25000 GENERAL AND/OR PROGRAM SUPPORT MOVING TRADITIONS 261 OLD YORK ROAD SUITE 734 JENKINTOWN PA 19046 342015014 501 (C ) (3) 69000 GENERAL AND/OR PROGRAM SUPPORT MOVING TRADITIONS 261 OLD YORK ROAD SUITE 734 JENKINTOWN PA 19046 342015014 501 (C ) (3) 5000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS NANTUCKET CONSERVATION FOUNDATION INC 118 CLIFF ROAD NANTUCKET MA 02554 042373794 501 (C ) (3) 200000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS NATIONAL COUNCIL OF YOUNG ISRAEL 9590 W SAHARA AVENUE LAS VEGAS NV 89117 880348899 501 (C ) (3) 6200 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS NATIONAL LIBERTY MUSEUM 321 CHESTNUT STREET PHILADELPHIA PA 19106 232788633 501 (C ) (3) 146200 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS NATIONAL MULTIPLE SCLEROSIS SOCIETY GREATER DELAWARE VALLEY CHAPTER 30 SOUTH 17TH STREET SUITE 800 PHILADELPHIA PA 19103 231401535 501 (C ) (3) 5200 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 191062517 237379280 501 (C ) (3) 418 GENERAL AND/OR PROGRAM SUPPORT NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 191062517 237379280 501 (C ) (3) 7650 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS NEW YORK UNIVERSITY 25 WEST 4TH STREET 4TH FLOOR NEW YORK NY 10012 135562308 501 (C ) (3) 9864 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS OHIO STATE UNIVERSITY FOUNDATION 1480 WEST LANE AVENUE COLUMBUS OH 43221 311145986 501 (C ) (3) 66000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS OPERA PHILADELPHIA 1420 LOCUST STREET SUITE 210 PHILADELPHIA PA 19102 231504706 501 (C ) (3) 10500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS OR HADASH 190 CAMP HILL ROAD FORT WASHINGTON PA 19034 232520118 501 (C ) (3) 11470 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS OROT 7601 OLD YORK ROAD MELROSE PARK PA 19027 200803538 501 (C ) (3) 54278 GENERAL AND/OR PROGRAM SUPPORT OROT 7601 OLD YORK ROAD MELROSE PARK PA 19027 200803538 501 (C ) (3) 2500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ORT AMERICA 75 MAIDEN LANE 10TH FLOOR NEW YORK NY 10038 135562424 501 (C ) (3) 14810 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PARK AVENUE SYNAGOGUE 50 EAST 87TH STREET NEW YORK NY 10128 131860028 501 (C ) (3) 67000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PARKINSON COUNCIL 111 PRESIDENTIAL BOULEVARD STE 250 BALA CYNWYD PA 19004 911803234 501 (C ) (3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PASSOVER LEAGUE OF PHILADELPHIA 215 N PRESIDENTIAL BLVD 1ST FLOOR BALA CYNWYD PA 19004 236267034 501 (C ) (3) 17527 GENERAL AND/OR PROGRAM SUPPORT PASSOVER LEAGUE OF PHILADELPHIA 215 N PRESIDENTIAL BLVD 1ST FLOOR BALA CYNWYD PA 19004 236267034 501 (C ) (3) 250 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PEF ISRAEL ENDOWMENT FUND INC 317 MADISON AVENUE SUITE 607 NEW YORK NY 10017 136104086 501 (C ) (3) 6000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PENN STATE HILLEL 117 PASQUERILLA SPIRITUAL CENTER UNIVERSITY PARK PA 16802 256078799 501 (C ) (3) 42300 GENERAL AND/OR PROGRAM SUPPORT PENNSYLVANIA JEWISH COALITION 800 N THIRD STREET SUITE 403 HARRISBURG PA 17102 232210499 501 (C ) (4) 90000 GENERAL AND/OR PROGRAM SUPPORT PHILABUNDANCE 3616 S GALLOWAY STREET PHILADELPHIA PA 19148 232290505 501 (C ) (3) 689 GENERAL AND/OR PROGRAM SUPPORT PHILABUNDANCE 3616 S GALLOWAY STREET PHILADELPHIA PA 19148 232290505 501 (C ) (3) 83500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PHILADELPHIA BAR FOUNDATION 1101 MARKET STREET 11TH FLOOR PHILADELPHIA PA 191072911 231660797 501 (C ) (3) 6000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PHILADELPHIA CITY ROWING INC 450 PLYMOUTH ROAD SUITE 305 PLYMOUTH MEETING PA 19462 271522343 501 (C ) (3) 100100 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PHILADELPHIA MUSEUM OF ART PO BOX 7646 PHILADELPHIA PA 19101 231365388 501 (C ) (3) 58 GENERAL AND/OR PROGRAM SUPPORT PHILADELPHIA MUSEUM OF ART PO BOX 7646 PHILADELPHIA PA 19101 231365388 501 (C ) (3) 28645 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PHILADELPHIA ORCHESTRA ASSOCIATION ONE SOUTH BROAD STREET 14TH FLOOR PHILADELPHIA PA 19107 231352289 501 (C ) (3) 10200 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PHOENIX COUNTRY DAY SCHOOL 3901 E STANFORD DR PARADISE VLY AZ 85253 860172671 501 (C ) (3) 50000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PIRC PENNSYLVANIA IMMIGRATION RESOURCE CENTER PO BOX 20339 YORK PA 17402 232851213 501 (C ) (3) 6000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS POLITZ HEBREW ACADEMY 9225 OLD BUSTLETON AVENUE PHILADELPHIA PA 19115 222436383 501 (C ) (3) 229762 GENERAL AND/OR PROGRAM SUPPORT RAYMOND AND RUTH PERELMAN JEWISH DAY SCHOOL 49 HAVERFORD ROAD WYNNEWOOD PA 190963628 231496890 501 (C ) (3) 696907 GENERAL AND/OR PROGRAM SUPPORT RAYMOND AND RUTH PERELMAN JEWISH DAY SCHOOL 49 HAVERFORD ROAD WYNNEWOOD PA 190963628 231496890 501 (C ) (3) 56300 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS RECONSTRUCTIONIST RABBINICAL COLLEGE 1299 CHURCH ROAD WYNCOTE PA 190951898 231710675 501 (C ) (3) 56451 GENERAL AND/OR PROGRAM SUPPORT RECONSTRUCTIONIST RABBINICAL COLLEGE 1299 CHURCH ROAD WYNCOTE PA 190951898 231710675 501 (C ) (3) 1560 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS RESOURCES FOR HUMAN DEVELOPMENT 4700 WISSAHICKON AVE SUITE 126 PHILADELPHIA PA 19144 231727133 501 (C ) (3) 12500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS RONALD MCDONALD HOUSE OF NEW YORK INC 405 EAST 73RD STREET NEW YORK NY 10021 132933654 501 (C ) (3) 5100 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ROSENBACH MUSEUM AND LIBRARY 2008-2010 DELANCEY PLACE PHILADELPHIA PA 19103 231425055 501 (C ) (3) 12000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS SMITH MEMORIAL PLAYGROUND & PLAYHOUSE 3500 RESERVOIR DRIVE PHILADELPHIA PA 191211095 231353547 501 (C ) (3) 5600 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS SOLOMON R GUGGENHEIM FOUNDATION 1071 FIFTH AVENUE NEW YORK NY 10128 135562233 501 (C ) (3) 14935 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 630598743 501 (C ) (3) 11250 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS STEPHEN S WISE TEMPLE 15500 STEPHEN S WISE DRIVE LOS ANGELES CA 90077 956087552 501 (C ) (3) 17000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS TEMPLE ADATH ISRAEL 250 NORTH HIGHLAND AVENUE MERION STATION PA 19066 231431499 501 (C ) (3) 24548 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS TEMPLE BETH ZION BETH ISRAEL 300 SOUTH 18TH STREET PHILADELPHIA PA 19103 231501180 501 (C ) (3) 8754 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS TEMPLE EMANU-EL OF PALM BEACH 190 NORTH COUNTY ROAD PALM BEACH FL 33480 591027143 501 (C ) (3) 8000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE CHEVRA INC 2002 LUDLOW STREET 3RD FLOOR PHILADELPHIA PA 19103 201261430 501 (C ) (3) 80125 GENERAL AND/OR PROGRAM SUPPORT THE CHEVRA INC 2002 LUDLOW STREET 3RD FLOOR PHILADELPHIA PA 19103 201261430 501 (C ) (3) 17100 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION 1352 PO BOX 8500 PHILADELPHIA PA 191781352 232237932 501 (C ) (3) 11900 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE EPISCOPAL ACADEMY 1785 BISHOP WHITE DRIVE NEWTOWN SQUARE PA 190739902 231370500 501 (C ) (3) 32500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE FRIENDSHIP CIRCLE PHILADELPHIA REGION INC 754 SOUTH 9TH STREET 3RD FL PHILADELPHIA PA 19147 271039799 501 (C ) (3) 49625 GENERAL AND/OR PROGRAM SUPPORT THE FRIENDSHIP CIRCLE PHILADELPHIA REGION INC 754 SOUTH 9TH STREET 3RD FL PHILADELPHIA PA 19147 271039799 501 (C ) (3) 13500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 501 (C ) (3) 3533913 GENERAL AND/OR PROGRAM SUPPORT THE JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 501 (C ) (3) 12300 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE KLINE GALLAND CENTER 7500 SEWARD AVENUE S SEATTLE WA 98118 911154904 501 (C ) (3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE NATIONAL JEWISH CENTER FOR LEARNING AND LEADERSHIP (CLAL) 440 PARK AVENUE SOUTH 4TH FLOOR NEW YORK NY 100168012 237390358 501 (C ) (3) 50100 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE SHIPLEY SCHOOL 814 YARROW STREET BRYN MAWR PA 19010 231352677 501 (C ) (3) 52000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE TRUST FOR PUBLIC LAND 101 MONTGOMERY STREET SUITE 900 SAN FRANCISCO CA 94104 237222333 501 (C ) (3) 20000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE WESTMARK SCHOOL 5461 LOUISE AVENUE ENCINO CA 91316 954616645 501 (C ) (3) 33100 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE WEXNER FOUNDATION 8000 WALTON PARKWAY SUITE 110 NEW ALBANY OH 43054 237320631 501 (C ) (3) 175000 GENERAL AND/OR PROGRAM SUPPORT TORAH ACADEMY OF GREATER PHILADELPHIA 742 ARGYLE ROAD WYNNEWOOD PA 19096 231645684 501 (C ) (3) 141327 GENERAL AND/OR PROGRAM SUPPORT TORAH ACADEMY OF GREATER PHILADELPHIA 742 ARGYLE ROAD WYNNEWOOD PA 19096 231645684 501 (C ) (3) 4670 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS TRIBE 12 201 S CAMAC STREET 2ND FLOOR PHILADELPHIA PA 19107 271610125 501 (C ) (3) 224352 GENERAL AND/OR PROGRAM SUPPORT TRIBE 12 201 S CAMAC STREET 2ND FLOOR PHILADELPHIA PA 19107 271610125 501 (C ) (3) 1000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET - CENTRAL GIFTS OFFICE PHILADELPHIA PA 19104 231352685 501 (C ) (3) 790220 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS TULANE UNIVERSITY PO BOX 61075 NEW ORLEANS LA 701619886 720423889 501 (C ) (3) 18000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS UJA FEDERATION OF NEW YORK 130 EAST 59TH STREET NEW YORK NY 10022 510172429 501 (C ) (3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM 820 SECOND AVENUE 10TH FLOOR NEW YORK NY 100174504 131659707 501 (C ) (3) 15200 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS UNITED WAY OF GREATER PHILADELPHIA & SOUTHERN NEW JERSEY 1709 BENJAMIN FRANKLIN PKWY PHILADELPHIA PA 19103 231556045 501 (C ) (3) 14840 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS UNITED WAY OF RHODE ISLAND INC 50 VALLEY STREET PROVIDENCE RI 02906 050276059 501 (C ) (3) 82500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS UNIVERSITY OF THE ARTS 320 SOUTH BROAD STREET PHILADELPHIA PA 19102 231639911 501 (C ) (3) 5900 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS WESLEY ENHANCED LIVING MAIN LINE 101 EAST COUNTY LINE ROAD SUITE 200 HATBORO PA 19040 232090256 501 (C ) (3) 45000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS WHITEMARSH FOUNDATION PO BOX 538 LAFAYETTE HILL PA 19444 020545031 501 (C ) (3) 10500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS WILLS EYE HOSPITAL 840 WALNUT STREET SUITE 1520 PHILADELPHIA PA 19107 236000204 501 (C ) (3) 5100 GENERAL AND/OR PROGRAM SUPPORT WOMEN'S OPPORTUNITIES RESOURCE CENTER 2010 CHESTNUT STREET PHILADELPHIA PA 19103 232741508 501 (C ) (3) 36000 GENERAL AND/OR PROGRAM SUPPORT YESHIVAT CHOVEVEI TORAH RABBINICAL SCHOOL LTD 3700 HENRY HUDSON PKWY 2ND FLOOR RIVERDALE NY 10463 134159739 501 (C ) (3) 9000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS YESHIVAT MAHARAT 3700 HENRY HUDSON PARKWAY BRONX NY 10463 010954142 501 (C ) (3) 60000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS 181 1 SCHOLARSHIP 34 185217 PART I, LINE 2: PROGRAM ALLOCATIONS GRANT MAKING AND MONITORING POLICIES & PROCEDURES - GRANTS SHALL BE CONSISTENT WITH THE GENERAL PURPOSES OF THE JEWISH FEDERATION. GRANTS ARE TO BE MADE PRIMARILY, BUT NOT EXCLUSIVELY, TO JEWISH ORGANIZATIONS IN THE GREATER PHILADELPHIA AREA AND AROUND THE WORLD. GRANTS SHALL BE USED FOR ONE OF THE FOLLOWING PURPOSES: - TO FUND PROGRAMS ALIGNED WITH THE PRIORITIES OF JEWISH FEDERATION, AS DETERMINED BY THE BOARD OF DIRECTORS AND THE VARIOUS FUNDING COMMITTEES OF JEWISH FEDERATION. - TO PROVIDE "SEED MONEY" FOR START-UP COSTS FOR NEW OR INNOVATIVE PROJECTS, SCHOLARSHIP/FINANCIAL AID, TRAINING OPPORTUNITIES, AND ONE-TIME SPECIAL PROJECTS. THE FOCUS WILL BE PRIMARILY ON THE SOCIAL, WELFARE, HEALTH, EDUCATION, COMMUNITY RELATIONS, AND CULTURAL FIELDS WITHIN THE PHILADELPHIA JEWISH AND GENERAL COMMUNITY. - TO RESPOND TO LOCAL, NATIONAL AND INTERNATIONAL EMERGENCY NEEDS. LIMITATIONS: - GRANTS ARE GENERALLY NOT AVAILABLE FOR OPERATING PURPOSES OR ADDITIONS TO OTHER ENDOWMENT FUNDS. - ALL GRANTS MUST BE CONSISTENT WITH THE PURPOSES OF JEWISH FEDERATION, MUST NOT BE PROHIBITED BY ANY LIMITATION ON THE ABILITY OF JEWISH FEDERATION TO DISBURSE FUNDS AND MUST COMPLY WITH ANY RESTRICTIONS OR LIMITATIONS WHICH ARE OR MAY BE ADOPTED BY THE BOARD OF DIRECTORS OF JEWISH FEDERATION. THE REQUESTING GRANTEE MUST DEMONSTRATE ITS FUNDING EXPECTATIONS, CAPABILITIES AND INTENTIONS FOR THE CONTINUITY OF PROGRAMS/INITIATIVES THAT ARE PROPOSED TO EXIST BEYOND THE PERIOD(S) APPROVED THROUGH THIS GRANTS PROCESS. - IT IS EXPECTED THAT ORGANIZATIONS SEEKING GRANTS SHALL SHARE IN FINANCING SUCH PROJECTS/INITIATIVES. OTHER SOURCES OF FUNDING FOR A GRANTEE'S GRANT REQUEST ARE TO BE CONSIDERED DURING THE GRANTS REVIEW PROCESS. - GRANTS SHALL GENERALLY BE A SOURCE OF ORIGINAL SUPPORT FOR PROJECTS AND NOT A REPLACEMENT OF OTHER SOURCES OF SUPPORT. - IF ANY ORGANIZATION DOES NOT BEGIN THE FUNDED PROJECT/INITIATIVE WITHIN AN INDICATED TIME PERIOD OF RECEIVING THE GRANT APPROVAL, THE FUNDING FOR THE GRANT WILL AUTOMATICALLY BE REVOKED, UNLESS THERE IS PRIOR CONSULTATION BETWEEN THE GRANTEE AND JEWISH FEDERATION. - JEWISH FEDERATION MAY IMPOSE CONDITIONS, AS IT DEEMS APPROPRIATE ON THE GRANTING OF FUNDS TO ANY GRANTEE. GRANT PROCESS: IN GENERAL, AN ANNUAL REQUEST FOR PROPOSALS WILL BE MADE IN ALIGNMENT WITH THE TOP PRIORITIES OF JEWISH FEDERATION, AS DETERMINED BY THE BOARD OF DIRECTORS AND THE VARIOUS FUNDING COMMITTEES OF JEWISH FEDERATION. THE REQUEST FOR PROPOSALS WILL INCLUDE GOALS, MEASURABLE OUTCOMES AND TARGET POPULATIONS. THEY WILL BE POSTED ON JEWISH FEDERATION'S WEBSITE, PUBLISHED IN THE JEWISH EXPONENT AND DISTRIBUTED VIA E-MAIL TO PREVIOUS PARTNERS. JEWISH FEDERATION MAY UTILIZE A LETTER OF INTENT PROCESS IN ORDER TO PROMOTE AN EFFICIENT PROCESS FOR INQUIRING AGENCIES AND INTERNAL COMMITTEES. APPROPRIATE SUB-COMMITTEES WILL REVIEW GRANT REQUESTS AND EITHER REJECT OR RECOMMEND THEIR APPROVAL BASED ON ALIGNMENT WITH JEWISH FEDERATION PRIORITIES, PREVIOUS EVALUATION OF THE SPECIFIC PROGRAM AND/OR PREVIOUS EVALUATION OF OTHER PROGRAMS AT THE APPLICANT AGENCY. FUNDING RECOMMENDATIONS ARE FURTHER REVIEWED AND PRIORITIZED BY THE COMMISSIONS (WHICH ARE SUB-COMMITTEES OF THE POLICY STRATEGY & FUNDING (PSF) COMMITTEE) AND THE PSF COMMITTEE. THE PSF COMMITTEE PROVIDES A FINAL RECOMMENDATION TO THE BOARD OF DIRECTORS AND THE BOARD OF TRUSTEES. AFTER BOARD ACTION ON THE PSF COMMITTEE RECOMMENDATION, APPLICANTS SHALL BE NOTIFIED PROMPTLY OF THE DECISION REGARDING THEIR APPLICATION. INCLUDED IN THE RECOMMENDATIONS MAY BE A POOL OF FUNDS AS DISCRETIONARY FUNDS FOR EMERGENCY AND OTHER REQUESTS FROM ORGANIZATIONS DUE TO UNFORESEEN CIRCUMSTANCES THAT ARISE DURING THE FUNDING PERIOD. THE APPROVAL FOR USING THESE FUNDS IS UNDER THE DIRECTION OF THE PSF COMMITTEE. PAYOUT SCHEDULE: A PAYMENT SCHEDULE WILL BE SPECIFIED IN A FORMAL GRANT AGREEMENT. CONSULTATION WITH JEWISH FEDERATION IS REQUIRED PRIOR TO ANY USE OF THESE FUNDS IN A MANNER OTHER THAN AS APPROVED. UNUSED FUNDS MUST BE RETURNED TO JEWISH FEDERATION. PROGRAM EVALUATION: PROPOSALS MUST GENERALLY INCORPORATE A METHOD OF EVALUATION TO DETERMINE THE EFFECTIVENESS OF THE PROPOSED PROGRAM AGAINST THE MEASURABLE OBJECTIVES STATED IN THE REQUEST FOR PROPOSALS. IF REQUIRED, ORGANIZATIONS SHOULD DESIGNATE A PROJECT DIRECTOR AND/OR AN OVERSIGHT COMMITTEE TO MONITOR THE OBJECTIVES AND GOALS OF THE PROGRAM. DEADLINES: GRANT PROPOSALS MUST BE SUBMITTED IN ACCORDANCE WITH THE ANNUAL SCHEDULE. JEWISH FEDERATION IS NOT BOUND TO APPROVE AN APPLICATION NOR DOES IT ASSUME ANY OBLIGATION TO AN APPLICANT BECAUSE OF MEETING SCHEDULE CHANGES. MONITORING - INTERIM/FINAL REPORTS: EVALUATION AND PERIODIC PROGRESS REPORTS ARE REQUIRED FOR ALL GRANTS IN ORDER TO ENSURE THAT SUCH GRANTS ARE USED FOR THE PROPER PURPOSES AND TO MEASURE IMPACT OF THOSE EFFORTS. CONTINUED FUNDING IS CONTINGENT UPON SATISFACTORY PROGRESS IN ACHIEVING THE PROJECT GOALS. UPON COMPLETION OF ALL FUNDED PROJECTS, A FINAL REPORT MUST BE SUBMITTED INDICATING BOTH THE USE OF THE FUNDS AND THE PROGRAM RESULTS. REPORTS ARE REVIEWED BY JEWISH FEDERATION STAFF, COMMISSIONS AND PSF IN ORDER TO HELP DETERMINE FUTURE FUNDING DECISIONS. ENDOWMENT FUNDS GRANTMAKING & MONITORING POLICIES AND PROCEDURES: THE JEWISH FEDERATION OWNS, IS AFFILIATED WITH, OR IS FIDUCIARY OF A WIDE ARRAY OF ENDOWMENT RELATED FUNDS, TRUSTS, ARRANGEMENTS AND ENTITIES ("ENDOWMENTS" HEREIN). THE PURPOSE OF JEWISH FEDERATION'S ENDOWMENT FUNDS ARE: 1. TO PROVIDE FOR EXPANDING NEEDS AND EMERGENCIES IN THE JEWISH COMMUNITY; 2. TO ASSURE THE CONTINUITY OF JEWISH FEDERATION'S PHILANTHROPIC MISSION; AND 3. TO PROVIDE FINANCIAL SECURITY AND STABILITY FOR JEWISH FEDERATION'S FUTURE ACCORDING TO NATIONALLY ACCEPTED ENDOWMENT PRINCIPLES CONCERNING GROWTH, SPENDING, AND MANAGEMENT. IN ORDER TO ADMINISTER A PROGRAM TO RAISE AND MANAGE ENDOWMENTS FOR JEWISH FEDERATION AND SUPERVISE DISTRIBUTIONS THEREFROM, JEWISH FEDERATION ESTABLISHED THE FEDERATION ENDOWMENTS CORPORATION ("FEC" HEREIN). FEC WILL OVERSEE JEWISH FEDERATION'S ENDOWMENT ASSETS AS HEREIN DEFINED AND WILL NOT MANAGE OR DISTRIBUTE ANY FUNDS OF ITS OWN, OR OF ANY OTHER ENTITY OR PERSON, UNLESS EXPRESSLY APPROVED BY THE BOARD OF DIRECTORS OF FEC OR BY THE BOARD OF TRUSTEES OF JEWISH FEDERATION. CATEGORIES OF THE ENDOWMENTS A. UNRESTRICTED ENDOWMENT THE TERM UNRESTRICTED ENDOWMENT EMBRACES VARIOUS ENDOWMENT FUNDS, GIVEN TO JEWISH FEDERATION FROM TIME TO TIME FOR THE GENERAL UNRESTRICTED PURPOSES OF JEWISH FEDERATION. A PERCENTAGE OF SUCH FUNDS IS ANNUALLY AVAILABLE FOR DISTRIBUTION FOR THE GENERAL PURPOSES OF JEWISH FEDERATION, AS AUTHORIZED BY JEWISH FEDERATION'S BOARD OF TRUSTEES. IT IS INTENDED THAT THE UNRESTRICTED ENDOWMENT CONTINUE TO GROW AND THAT THE AVAILABLE AUTHORIZED PERCENTAGE BE EXCEEDED ONLY AS APPROVED BY THE BOARD OF DIRECTORS. THESE FUNDS DO NOT INCLUDE FUNDS RESTRICTED BY WILL, DONOR OR A COURT AS TO USE OF PRINCIPAL AND/OR INCOME FOR ANY SPECIFIC PURPOSE. THE UNRESTRICTED ENDOWMENT ALSO DOES NOT INCLUDE PHILANTHROPIC FUNDS, RESTRICTED ENDOWMENT FUNDS, TRUSTS OR SUPPORTING FOUNDATIONS. ADMINISTRATION OF THE UNRESTRICTED ENDOWMENT IS GOVERNED BY THESE POLICIES AND UNLESS APPROVED BY THE BOARD OF TRUSTEES OF JEWISH FEDERATION, ALL UNRESTRICTED ENDOWMENT FUNDS SHALL BE INVESTED ACCORDING TO POLICIES ESTABLISHED BY THE INVESTMENT COMMITTEE. B. RESTRICTED ENDOWMENT THE TERM RESTRICTED ENDOWMENT EMBRACES FUNDS GIVEN TO JEWISH FEDERATION, RESTRICTED AS TO THE USE OF INCOME AND PRINCIPAL FOR A DEFINED PURPOSE, OR SPECIAL PURPOSE FUNDS. THE RESTRICTED ENDOWMENT INCLUDES FUNDS RESTRICTED BY WILL, DONOR, OR COURT ORDER. ADMINISTRATION OF THE RESTRICTED ENDOWMENT IS GOVERNED BY THESE POLICIES AND, UNLESS APPROVED BY THE BOARD OF TRUSTEES OF JEWISH FEDERATION, ALL RESTRICTED ENDOWMENT FUNDS SHALL BE INVESTED ACCORDING TO POLICIES ESTABLISHED BY THE INVESTMENT COMMITTEE. MONITORING PROCEDURES FOR DOMESTIC GRANTS FROM ENDOWMENT FUNDS 1. UPON RECEIPT OF A RECOMMENDATION FOR A GRANT FROM AN ENDOWMENT FUND FOR GRANTS TO A US ORGANIZATION, JEWISH FEDERATION CONDUCTS A PRE-GRANT REVIEW TO DETERMINE WHETHER THE FUNDS WILL BE USED FOR CHARITABLE PURPOSES AND WHETHER THE ORGANIZATION IS A QUALIFIED PUBLIC CHARITY UNDER IRS GUIDELINES. 2. IF JEWISH FEDERATION DETERMINES THAT THE FUNDS WILL BE USED FOR CHARITABLE PURPOSES AND THAT THE ORGANIZATION IS A QUALIFIED PUBLIC CHARITY UNDER IRS GUIDELINES, THE GRANT IS APPROVED. 3. IF JEWISH FEDERATION DETERMINES THAT THE FUNDS WILL BE USED FOR OTHER THAN CHARITABLE PURPOSES OR THAT THE ORGANIZATION IS NOT A QUALIFIED PUBLIC CHARITY UNDER IRS GUIDELINES, THE GRANT IS DECLINED AND THE DONOR IS NOTIFIED IN WRITING. DONOR ADVISED FUNDS GRANTMAKING AND MONITORING POLICIES AND PROCEDURES: JEWISH FEDERATION MAINTAINS APPROXIMATELY 250 DONOR-ADVISED "PHILANTHROPIC FUNDS". SUCH FUNDS MAY BE ESTABLISHED BY A MINIMUM GIFT TO JEWISH FEDERATION OF $5,000. A SEPARATE FUND BEARING THE DONOR'S NAME (OR ANOTHER NAME CHOSEN BY THE DONOR) IS CREATED AND THE GIFT IS INVESTED. A. JEWISH FEDERATION'S PHILANTHROPIC FUND PROGRAM IS GOVERNED BY JEWISH FEDERATION'S "PHILANTHROPIC FUND PROCEDURES AND OPERATION GUIDELINES" DETAILED BELOW. B. PHILANTHROPIC FUNDS ARE ESTABLISHED BY A WRITTEN AGREEMENT BETWEEN JEWISH FEDERATION AND THE DONOR. C. UPON THE ESTABLISHMENT OF THE NEW FUND, THE DONOR RECEIVES A "NEW FUND PACKAGE", WHICH INCLUDES A COVER LETTER, COPIES OF JEWISH FEDERATION'S PHILANTHROPIC FUND PROGRAM GUIDE, AND AN INVESTMENT MODEL SELECTION FORM. D. THERE ARE SIX DIFFERENT INVESTMENT MODELS AND THE DONOR CAN CHOOSE TO INVEST IN ONE OR ALL SIX IN WHATEVER PERCENTAGES THEY PREFER. E. TO RECOMMEND A GRANT FROM A PHILANTHROPIC FUND, A DONOR MUST SUBMIT A WRITTEN, SIGNED, RECOMMENDATION FORM OR SUBMIT THE RECOMMENDATION THROUGH A SECURE WEB PLATFORM USING UNIQUE LOGIN AND PASSWORD CREDENTIALS. THE DONOR MUST CONFIRM THAT THE DISTRIBUTION WOULD NOT SATISFY A LEGAL OBLIGATION OF THE DONOR AND THE DONOR'S WAIVER OF ALL BENEFITS IN CONNECTION WITH THE GRANT. F. UPON RECEIPT OF THE GRANT RECOMMENDATION, VETTING AND DUE DILIGENCE IS PERFORMED FOR THE RECOMMENDED GRANTEE TO CONFIRM ITS STATUS AS A PUBLIC CHARITY ACCORDING TO IRS GUIDELINES. IF A PROPOSED GRANTEE IS NOT A PUBLIC CHARITY PER IRS GUIDELINES OR THE FUNDS WILL NOT BE USED FOR THE CHARITABLE PURPOSES OF JEWISH FEDERATION, THE GRANT IS NOT MADE. THE DONOR IS NOTIFIED BY LETTER AND COPIES OF SUCH LETTERS ARE KEPT ON FILE. IF THE PROPOSED GRANT IS TO A FOREIGN ORGANIZATION THAT DOES NOT MAINTAIN AN "AMERICAN FRIENDS" OFFICE WITH 501(C)(3) STATUS, THE GENERAL MONITORING PROCESS FOR FOREIGN GRANTS IS FOLLOWED. G. CHECKS ARE DISTRIBUTED DIRECTLY TO THE CHARITIES WITH A TRANSMITTAL LETTER. THE CHARITY IS NOTIFIED VIA THE TRANSMITTAL LETTER THAT IN CASHING THE CHECK, THE CHARITY ACKNOWLEDGES NO TICKETS OR BENEFITS INURED TO THE DONOR; NOR IS THE GIFT IN SATISFACTION OF A PLEDGE. H. DONORS RECEIVE QUARTERLY STATEMENTS FOR THE PHILANTHROPIC FUND AND MAY ALSO CHECK FUND BALANCES AND ACTIVITY DAILY VIA THE WEBSITE. I. GRANTS FROM PHILANTHROPIC FUNDS TO INDIVIDUALS ARE NOT PERMITTED, EXCEPT FOR SCHOLARSHIPS AND OTHER AWARDS AS PERMITTED IN ACCORDANCE WITH INTERNAL REVENUE CODE. JEWISH FEDERATION'S SCHOLARSHIP FUND GUIDELINES AND PROCEDURES LISTED BELOW SHALL GOVERN ANY SUCH AWARDS FROM AN ENDOWMENT FUND THAT COULD REASONABLY BE CONSIDERED TO BE DONOR-ADVISED. SCHOLARSHIP FUND GUIDELINES AND PROCEDURES: THE JEWISH FEDERATION THROUGH THE FEDERATION ENDOWMENTS CORPORATION ("FEC") MAY, IN ITS DISCRETION, ADMINISTER ENDOWMENT FUNDS WHICH AWARD SCHOLARSHIP AND OTHER GRANTS TO INDIVIDUALS. SUCH GRANTS WILL BE PAID EITHER TO THE INDIVIDUAL DIRECTLY OR TO A QUALIFIED EDUCATIONAL INSTITUTION ON THE INDIVIDUAL'S BEHALF. IN CASES WHERE THE DONORS OR THEIR DESIGNEES (INDIVIDUALS WITH WHOM THE DONOR HAS HAD A FAMILY OR EMPLOYMENT RELATIONSHIP, INCLUDING ATTORNEYS) MAY MAKE RECOMMENDATIONS AS TO THE RECIPIENTS OF THE SCHOLARSHIP GRANTS, THROUGH INVOLVEMENT ON THE SCHOLARSHIP SELECTION ADVISORY COMMITTEE, FOR EXAMPLE, SUCH THAT THE FUND WOULD REASONABLY BE CONSIDERED TO BE A DONOR-ADVISED FUND UNDER FEDERAL LAW, THE SCHOLARSHIP FUND GUIDELINES AND PROCEDURES APPLY. SCHEDULE I, PART III, COLUMN B: THE NUMBER OF RECIPIENTS IS BASED ON THE NUMBER OF GRANTS TO INDIVIDUAL RECIPIENTS. X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 NAOMI L ADLER TRUSTEE; BOARD OF DIRECTOR; CEO 411753 0 20000 0 446 0 11796 0 21790 0 465785 0 0 0 JEROME NACHLIS CHIEF FINANCIAL & ADMIN OFFICER 204747 0 18000 0 573 0 8488 0 20643 0 252451 0 0 0 STEVEN ROSENBERG CHIEF MARKETING OFFICER 201321 0 18000 0 1402 0 0 0 732 0 221455 0 0 0 DONNA FREYMAN DIRECTOR OF HUMAN RESOURCES 132905 0 4000 0 0 0 21779 0 18401 0 177085 0 0 0 DUKE NAVE CONTROLLER 155446 0 3000 0 0 0 7602 0 7247 0 173295 0 0 0 ROBERT QUATTRO DIRECTOR OF INFORMATION TECHNOLOGY 137260 0 2000 0 0 0 3909 0 20012 0 163181 0 0 0 ROBERT SELTZER CAMPAIGN DIRECTOR 145457 0 10000 0 164 0 6134 0 19690 0 181445 0 0 0 RACHEL GROSS DIRECTOR PLANNED GIVING & ENDOWMENT 160256 0 10000 0 1148 0 11651 0 1328 0 184383 0 0 0 IRA SCHWARTZ FORMER CEO 0 0 0 0 323580 0 0 0 0 0 323580 0 0 0 PART I, LINE 1A JEWISH FEDERATION SHALL PAY ALL REASONABLE AND NECESSARY EXPENSES TO ALLOW THE CEO'S SPOUSE TO ACCOMPANY HER TO ONE CONFERENCE OR MISSION EACH YEAR, PROVIDED THAT THERE IS AN APPROPRIATE PURPOSE THEREFORE IN THE FURTHERANCE OF JEWISH FEDERATION'S EXEMPT FUNCTION. PART I, LINE 4A 4A - IRA M. SCHWARTZ, FORMER CEO - $323,580 PAYMENT IN ACCORDANCE WITH SEPARATION AGREEMENT. A COLORADO EDUC AND CULTURAL FACILITIES AUTHORITY 840896727 2012-09-04 27100000 SEE PART VI 0 0 0 A 440000 27100000 27100000 2010 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 1 1 DEUTSCHE BANK 3.900000000000 0 0 0 0 1 A 1 SCHEDULE K SUPPLENTAL INFORMATION PART I, LINE A, COLUMN F: TO REFUND THEN OUTSTANDING TAX EXEMPT BONDS THAT FINANCED SCHWARTZ CAMPUS CAPITAL EXPENDITURES (2008 ISSUANCE) AND ISSUANCE COSTS, DEBT REDUCTION, AND CAPITAL IMPROVEMENTS AT KLEIN JCC AND 2100 ARCH STREET (2004 ISSUANCE). FIRSTRUST BANK SEE BELOW 322847 THE NET TRANSACTION AMOUNT IS $322,847. CONSISTING OF THE FOLLOWING:($268,967) - REPAYMENT OF LOANS($14,200,000) - PRINCIPAL PAYDOWNS OF LINE OF CREDIT $14,930,000 - ADDITIONAL BORROWINGS FROM LINE OF CREDIT($138,186) - INTEREST PAID ON LINE OF CREDIT AND LOANS 0 0 SCHEDULE L, PART IV, COLUMN B: RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: A 35% CONTROLLED ENTITY BY INTERESTED PERSON - DIRECTOR AND/OR FAMILY MEMBER OF DIRECTOR, AS DEFINED BY IRS (RICHARD J. GREEN, JEWISH FEDERATION OFFICER). X 18 16583 PROCEEDS LESS FEES X 197 2259155 FMV LESS FEES X 3 12500 FMV X 2 673699 FMV 0 0 1 1 PART I, COLUMN (B): THE JEWISH FEDERATION RECOGNIZES IN COLUMN B EACH UNIQUE NON-CASH CONTRIBUTION RECEIVED FROM A DONOR. PART I, LINE 32B: THE JEWISH FEDERATION USES A THIRD PARTY IF A DONOR WISHES TO CONTRIBUTE A VEHICLE. THE THIRD PARTY PROCESSES AND SELLS THE VEHICLE THEN FORWARDS PROCEEDS TO JEWISH FEDERATION FOR APPLICATION TO THE DONOR'S ACCOUNT. THE THIRD PARTY PREPARES ALL IRS TAX SUBSTANTIATION REQUIREMENTS. FORM 990, PART I, LINE 1 FOR MORE THAN 115 YEARS, THE JEWISH FEDERATION OF GREATER PHILADELPHIA HAS SERVED AS THE HUB OF GREATER PHILADELPHIA'S JEWISH COMMUNITY THROUGH GIVING, INCLUSION AND TRADITION. THE JEWISH FEDERATION HAS THREE MAIN GOALS: SERVING VULNERABLE POPULATIONS, SUPPORTING JEWISH LIFE AND LEARNING AND FACILITATING COMMUNITY ENGAGEMENT, MAKING IT THE ONE PLACE TO WHICH ALL COMMUNITY MEMBERS CAN TURN. THROUGH A UNIQUE PARTNERSHIP OF PHILANTHROPISTS, ORGANIZATIONS, VOLUNTEERS AND STAFF, THE JEWISH FEDERATION FILLS THREE KEY ROLES: PHILANTHROPY, COMMUNITY CONVENER AND GRANT MAKER. PHILANTHROPY: WE STEWARD OUR DONORS' GENEROSITY TO ADDRESS JEWISH COMMUNAL PRIORITIES TODAY (THROUGH THE JEWISH COMMUNITY FUND) AND FOR THE FUTURE (THROUGH PLANNED GIVING VEHICLES). COMMUNITY CONVENER: WE CONNECT ORGANIZATIONS AND SYNAGOGUES IN GREATER PHILADELPHIA. THE JEWISH FEDERATION ALSO BRING TOGETHER FAMILIES AND INDIVIDUALS FOR SOCIAL ACTION ACTIVITIES, AFFINITY GROUPS, LEARNING AND LEADERSHIP OPPORTUNITIES, ADVOCACY, EVENTS AND TRAVEL WITH A PURPOSE. GRANT MAKER: THE FUNDS WE RAISE ARE GRANTED TO PROGRAMS THAT MEET CRITICAL NEEDS LOCALLY, IN ISRAEL AND AROUND THE WORLD. WE EVALUATE THE IMPACT OF THE GRANTS TO ENSURE THEY ARE EFFECTIVELY ADDRESSING THE JEWISH FEDERATION'S PRIORITIES. FORM 990, PART VI, SECTION A, LINE 2 AARON, BENNETT L. / AARON, CAROL - FAMILY RELATIONSHIP BARRACK, LEONARD / BARRACK, LYNNE / BARRACK, JEFFREY - FAMILY RELATIONSHIP BERMAN, BRYNA / BERMAN, SHARYN - FAMILY RELATIONSHIP BLASKEY, MARK / BLASKEY, PENNI- FAMILY RELATIONSHIP CONSTON, SHIRLEY / CONSTON, STUART - FAMILY RELATIONSHIP DISHLER, BERNARD / DISHLER, LANA - FAMILY RELATIONSHIP ERLBAUM, GARY / ERLBAUM DANIEL / ERLBAUM, SCOTT - FAMILY RELATIONSHIP FISHMAN, ANNABELLE / FISHMAN, MARK - FAMILY RELATIONSHIP GOLD, DAVID / GOLD, MORRIE - FAMILY RELATIONSHIP GOLDER, ROBERT B. / GOLDER-SAFT, ELLYN - FAMILY RELATIONSHIP KRAMER, ARNOLD H./ KRAMER, KAREN G. - FAMILY RELATIONSHIP LEVIN, JONATHAN / LEVIN, SHARON - FAMILY RELATIONSHIP LINCOW, BARBARA / COLE, JASON - FAMILY RELATIONSHIP LIPTON, ADELE / LIPTON, IRWIN - FAMILY RELATIONSHIP MINKOFF, JAY B. / MINKOFF, SARA - FAMILY RELATIONSHIP PERILSTEIN, COOKIE / WARGON, MARGIE/ PERILSTEIN, JAYNE- FAMILY RELATIONSHIP ROSENBERG, PETER / ROSENBERG, JOYCE - FAMILY RELATIONSHIP ROSS, LYN / ROSS, MICHAEL J. FAMILY RELATIONSHIP SCHNEIROV, ALLAN / SCHNEIROV, MIRIAM - FAMILY RELATIONSHIP SHAPIRO, RAYMOND / SHAPIRO, JUDIE - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 7B RELATIONSHIP BETWEEN THE JEWISH FEDERATION'S BOARD OF DIRECTORS AND BOARD OF TRUSTEES: THE JEWISH FEDERATION IS GOVERNED BY THE BOARD OF DIRECTORS. ACCORDING TO JEWISH FEDERATION'S BY-LAWS, ARTICLE 4.01, JEWISH FEDERATION'S BOARD OF TRUSTEES HAS THE POWER TO: - APPROVE JEWISH FEDERATION'S BUDGET - APPROVE JEWISH FEDERATION'S ALLOCATIONS - ELECT OFFICERS AND TRUSTEES - RESOLVE MAJOR POLICY ISSUES REFERRED BY THE BOARD OF DIRECTORS - EXPLORE AND PROVIDE DIRECTION FOR DEALING WITH MAJOR COMMUNITY CONCERNS - APPROVE LONG RANGE PLANS FOR THE JEWISH FEDERATION - AMEND JEWISH FEDERATION'S BY-LAWS IF THE TRUSTEES DO NOT APPROVE A DECISION MADE BY THE DIRECTORS, THE ITEM GOES BACK TO THE DIRECTORS FOR FURTHER DISCUSSION AND REVISION. THE ITEM IS THEN BROUGHT BACK TO THE TRUSTEES FOR ANOTHER VOTE. THIS PROCESS CAN CONTINUE UNTIL THE MATTER HAS BEEN RESOLVED. THE BOARD OF TRUSTEES HAS UP TO 250 MEMBERS, INCLUDING ALL DIRECTORS, ALL PAST JEWISH FEDERATION CAMPAIGN CHAIRS, AND THE PRESIDENT OF EACH LOCAL BENEFICIARY AGENCY. NON-VOTING HONORARY TRUSTEES MAY PARTICIPATE IN DISCUSSION PRIOR TO A VOTE. FORM 990, PART VI, SECTION B, LINE 11 EACH YEAR THE JEWISH FEDERATION HAS VARIOUS TAX FILING REQUIREMENTS. THE TAX RETURNS ARE COMPLETED BY A TAX ACCOUNTING FIRM USING INFORMATION AUDITED BY AN INDEPENDENT AUDITING FIRM. THESE CAN BE THE SAME OR SEPARATE FIRMS AS SELECTED BY THE AUDIT COMMITTEE OF JEWISH FEDERATION. THE 990 IS PRESENTED BY THE TAX ACCOUNTING FIRM TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. AFTER THEIR REVIEW, THE 990 PROVIDED TO THE BOARD OF DIRECTORS VIA E-MAIL OR MAIL FOR COMMENT AND THEN FILED. FORM 990, PART VI, SECTION B, LINE 12C INTERNAL PROCEDURES FOR THE REVIEW OF FEDERATION'S CONFLICT OF INTEREST STATEMENTS PROCEDURE FOR BOARD OF TRUSTEES AND BOARD OF DIRECTORS: 1. PRIOR TO THE FIRST BOARD OF TRUSTEES MEETING AND THE FIRST BOARD OF DIRECTORS MEETING FOR EACH FISCAL YEAR, JEWISH FEDERATION DISTRIBUTES THE STATEMENT OF ETHICAL GUIDELINES TO ALL NEW AND RENEWING BOARD MEMBERS. BOARD MEMBERS ARE ASKED TO READ THE DOCUMENT, COMPLETE AND SIGN THE CONFLICT OF INTEREST STATEMENT, AND RETURN THE COMPLETED DOCUMENT TO JEWISH FEDERATION. THIS CAN BE DONE ONLINE OR VIA US MAIL. 2. ONE MONTH AFTER THE CONFLICT OF INTEREST STATEMENT IS DISTRIBUTED TO ALL BOARD MEMBERS, THE DOCUMENT IS SENT A SECOND TIME TO ANY BOARD MEMBERS WHO DID NOT COMPLETE, SIGN AND RETURN THE CONFLICT OF INTEREST STATEMENT. 3. ALL RESPONSES ON THE CONFLICT OF INTEREST STATEMENT ARE COMPILED AND THEN REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER. A COMPREHENSIVE REPORT IS PROVIDED TO THE ETHICS COMMITTEE FOR REVIEW AND ANY REQUIRED ACTION STEPS. 4. THE SIGNED CONFLICT OF INTEREST STATEMENTS ARE KEPT ON FILE FOR A PERIOD OF 7 YEARS. PROCEDURE FOR JEWISH FEDERATION EMPLOYEES: 1. IN CONCURRENCE WITH THE BOARD OF TRUSTEES AND BOARD OF DIRECTORS, THE DIRECTOR OF HUMAN RESOURCES DISTRIBUTES THE STATEMENT OF ETHICAL GUIDELINES VIA EMAIL AND REQUESTS THAT ALL EMPLOYEES REVIEW THE DOCUMENT AND COMPLETE AND SIGN THE CONFLICT OF INTEREST STATEMENT VIA ELECTRONIC SURVEY. 2. ALL JEWISH FEDERATION EMPLOYEE RESPONSES ARE REVIEWED BY THE DIRECTOR OF HUMAN RESOURCES AND THE CHIEF FINANCIAL OFFICER. A COMPREHENSIVE REPORT IS PROVIDED TO THE ETHICS COMMITTEE FOR REVIEW AND ANY REQUIRED ACTION STEPS. 3. THE ELECTRONIC RESPONSES TO THE CONFLICT OF INTEREST STATEMENTS ARE KEPT ON FILE FOR A PERIOD OF 7 YEARS. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION: AS IS THE CASE WITH ALL EMPLOYEES, THE JEWISH FEDERATION IS COMMITTED TO PROVIDING MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM (INCLUDING CHIEF EXECUTIVE OFFICER, OFFICERS AND KEY EMPLOYEES) WITH A FAIR AND REASONABLE BASE PAY OPPORTUNITY; REFLECTIVE OF EACH JOB'S VALUE TO THE ORGANIZATION AND CONSISTENT WITH PREVAILING LABOR MARKET/INDUSTRY COMPENSATION PRACTICES. PAY DECISIONS ARE MADE ON THE BASIS OF EMPLOYEES' QUALIFICATIONS AND ACTUAL PERFORMANCE. THE PROCESS FOR DETERMINING EXECUTIVE COMPENSATION INCLUDES THREE ELEMENTS: (1) USE OF DATA TO DETERMINE COMPARABLE COMPENSATION, (2) REVIEW AND APPROVAL BY THE JEWISH FEDERATION'S COMPENSATION COMMITTEE, AND (3) DOCUMENTATION AND RECORDKEEPING. 1. USE OF DATA TO DETERMINE COMPARABLE COMPENSATION: JEWISH FEDERATION WILL REVIEW CEO COMPENSATION DATA ON AN ANNUAL BASIS AND PROVIDE A SUMMARY OF THE DATA TO THE COMPENSATION COMMITTEE. CEO DATA WILL BE PROVIDED THROUGH JEWISH FEDERATIONS OF NORTH AMERICA'S ANNUAL EXECUTIVE COMPENSATION SURVEY AND OTHER SIMILARLY SITUATED ORGANIZATIONS. DATA FOR OTHER EXECUTIVE POSITIONS WILL BE COLLATED BY AN INDEPENDENT CONSULTANT AT LEAST EVERY TWO YEARS. 2. REVIEW AND APPROVAL OF EXECUTIVE COMPENSATION: A) CEO: THE COMPENSATION COMMITTEE WILL DISCUSS, NO LATER THAN AUGUST, UNLESS EMPLOYEE CONTRACT STATES OTHERWISE, THE PRESIDENT'S RECOMMENDATION REGARDING THE CEO'S SALARY AND BONUS. THE COMMITTEE WILL BE PROVIDED WITH COMPARABLE DATA PRIOR TO APPROVING ANY RECOMMENDATIONS. AT THE TIME OF THE DISCUSSION AND DECISION CONCERNING THE CEO'S COMPENSATION, THE CEO SHOULD NOT BE PRESENT. AT ALL TIMES COMMITTEE MEMBERS MUST DISCLOSE ANY CONFLICTS OF INTEREST. B) OTHER EXECUTIVES: THE COMPENSATION COMMITTEE WILL ALSO DISCUSS, NO LATER THAN AUGUST, THE CEO'S RECOMMENDATIONS FOR EXECUTIVE SALARIES AND BONUSES WHICH BECOME EFFECTIVE THE FIRST FULL PAYROLL IN SEPTEMBER. THIS COMMITTEE WILL ALSO REVIEW ALL MULTI-YEAR CONTRACTS FOR ANY NEW MEMBER OF THE EXECUTIVE TEAM. NO MEMBER OF THE EXECUTIVE TEAM, OTHER THAN THE CEO, MAY BE PRESENT DURING THIS DISCUSSION. AT ALL TIMES COMMITTEE MEMBERS MUST DISCLOSE ANY CONFLICTS OF INTEREST. 3. DOCUMENTATION AND RECORDKEEPING: MINUTES OF COMPENSATION COMMITTEE MEETINGS WILL BE COMPLETED NO LATER THAN 60 DAYS FOLLOWING DISCUSSIONS AND DECISION-MAKING. EXECUTIVE PERFORMANCE APPRAISALS, BONUSES AND SALARY ADJUSTMENTS REMAIN ON FILE IN THE HUMAN RESOURCES DEPARTMENT. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DISCLOSURE: JEWISH FEDERATION BELIEVES IN FULL DISCLOSURE AND TRANSPARENCY. THEREFORE, AT ANY TIME, ANYONE CAN REQUEST A COPY OF FORM 990, FORM 990T, AUDITED FINANCIAL STATEMENTS, FORM 1023, GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AND IT WILL BE PROVIDED TO THEM. IT IS OUR POLICY TO RECEIVE THE REQUEST IN WRITING, SIGNED BY THE REQUESTOR, TO THE OFFICE OF THE CHIEF EXECUTIVE OFFICER OR THE OFFICE OF THE CHIEF FINANCIAL OFFICER. WE WILL RELEASE A COPY WITHIN A REASONABLE TIME BUT NOT TO EXCEED TEN BUSINESS DAYS. OUR ANNUAL AUDITED FINANCIAL STATEMENTS AND OUR FORM 990 MAY ALSO BE FOUND ON OUR WEBSITE WWW.JEWISHPHILLY.ORG. FORM 990, PART XI, LINE 9: EQUITY ON LOSS OF EXPONENT -243,714. CHANGE IN VALUE - NON-PARTICIPATING ASSETS 5,208,643. CHANGE IN VALUE - CHARITABLE REMAINDER TRUST 33,388. CHANGE IN VALUE - CHARITABLE GIFT ANNUITIES -382,235. PROVISION FOR UNCOLLECTIBLES -378,437. LOSS ON INTEREST RATE SWAP -38,339. PENSION-RELATED CHANGES OTHER THAN NET PERIODIC COSTS -4,961,265. INVESTMENT INCOME FROM PARTNERSHIP 24,204. FORFEITED GRANTS 27,895. IN-KIND EXPENSES -995,812. FOUNDATION FOR JEWISH DAY SCHOOLS OF GREATER PHILADELPHIA 2100 ARCH STREET PHILADELPHIA PA 19103 233087655 TUITION ASSISTANCE/ JEWISH EDUCATION PA 501(C)(3) 7 JEWISH FEDERATION OF GREATER PHILADELPHIA 0 JEWISH EXPONENT 2100 ARCH STREET PHILADELPHIA PA 19103 230734230 PUBLISHING PA JEWISH FEDERATION OF GR PHILA C -243714 -2958539 1.00000 1 CHARITABLE REMAINDER TRUSTS (24) 2100 ARCH STREET PHILADELPHIA PA 19103 CHARITABLE SPLIT INTEREST TRUST PA JEWISH FEDERATION OF GR PHILA T 1 1 1 0 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 JEWISH EXPONENT A 57890 ACCRUAL JEWISH EXPONENT D 1800000 FAIR MARKET VALUE JEWISH EXPONENT Q 85608 ACCRUAL JEWISH EXPONENT M 173485 ACCRUAL