2017-05-11T15:23:28-05:00 2016-06-30 990 2015-07-01 510172429 UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC UNIT 2128361730 130 EAST 59TH STREET NEW YORK NY 100221302 JOANN LOCASCIO CONTROLLER 2128361730 2017-05-11 2015 2021-01-29 14:40:06Z UJA-FEDERATION OF NEW YORK INC ERIC S GOLDSTEIN 130 EAST 59TH STREET NEW YORK NY 10022 867840000 0 X WWW.UJAFEDNY.ORG X 1975 NY REFER TO FORM 990, PART III, LINE 1 163 161 508 4000 2209000 708455 179938000 175930000 458000 760000 37278000 51129000 -2386000 -4433000 215288000 223386000 162175000 157444000 0 0 46686000 47733000 0 0 28991000 33722000 30370000 242583000 235547000 -27295000 -12161000 1370987000 1280118000 210400000 200742000 1160587000 1079376000 X UJA-FEDERATION OF NEW YORK (UJA) CARES FOR JEWS EVERYWHERE AND NEW YORKERS OF ALL BACKGROUNDS, RESPONDS TO CRISES CLOSE TO HOME AND FAR AWAY, AND SHAPES OUR JEWISH FUTURE. (CONTINUED ON SCHEDULE O,PAGE 88)UJA PROVIDES GRANTS TO A NETWORK OF NONPROFIT AGENCIES THAT INCLUDES 82 HEALTH, HUMAN-SERVICE, EDUCATIONAL, AND COMMUNITY-BUILDING ORGANIZATIONS, AND MORE THAN 300 OTHER ORGANIZATIONS, LARGE AND SMALL. UJA'S GOVERNMENT ADVOCACY HELPS SECURE TENS OF MILLIONS OF DOLLARS FOR SERVICES PROVIDED BY ITS PARTNER NONPROFITS, BENEFITING NEW YORKERS IN NEED. UJA DELIVERS STRATEGIC SOLUTIONS TO EMERGING ISSUES AFFECTING THE JEWISH COMMUNITY BY COMMISSIONING RESEARCH AND CONVENING EXPERTS ACROSS DISCIPLINES. WITH FIELD-LEADING PLANNING EXPERTISE AND A REACH THAT EXTENDS FROM NEW YORK TO ISRAEL TO 70 COUNTRIES AROUND THE WORLD, UJA SUSTAINS IMPORTANT COMMUNITY PROGRAMS, LAUNCHES R&D PROJECTS TO ADDRESS EMERGING ISSUES, AND QUICKLY MOBILIZES TO OFFER A JEWISH RESPONSE TO HUMANITARIAN CRISES. 0 0 77918000 67777000 CARING FOR PEOPLE IN NEED AND RESPONDING TO CRISIS: UJA-FEDERATION ALLOCATES FUNDS TO NONPROFITS TO SUPPORT PROGRAMS THAT PROVIDE CRITICAL AID AND SERVICES TO HUNDREDS OF THOUSANDS OF PEOPLE EACH YEAR IN NEW YORK CITY, WESTCHESTER COUNTY, AND LONG ISLAND. THESE NONPROFITS SERVE BOTH JEWS AND THE BROADER NEW YORK COMMUNITY, INCLUDING THE POOR AND UNEMPLOYED, IMMIGRANTS, SENIORS, HOLOCAUST SURVIVORS, SINGLE PARENTS, AND PEOPLE WITH AUTISM AND DISABILITIES. THE SERVICES THEY PROVIDE INCLUDE HOUSING, MEDICAL CARE, END-OF-LIFE AND PALLIATIVE CARE, MENTAL HEALTH COUNSELING, EDUCATION, FOOD PROGRAMS, VOCATIONAL EDUCATION AND GUIDANCE, AND CITIZENSHIP AND ACCULTURATION SKILLS. (CONTINUED ON SCHEDULE O, PAGE 88)(CONTINUED)UJA ALSO PROMOTES VOLUNTEERISM, FACILITATING THE RECRUITMENT AND TRAINING OF VOLUNTEERS WHO SERVE CLIENTS AT DOZENS OF NONPROFITS. THROUGH FUNDING TO THE JEWISH AGENCY FOR ISRAEL AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC), UJA FACILITATES PROGRAMS IN ISRAEL AND 70 OTHER COUNTRIES AROUND THE WORLD THAT PROVIDE BASIC HUMAN SERVICES AND ENABLE IMMIGRATION TO ISRAEL BY JEWS LIVING IN AT-RISK COMMUNITIES. IN THE AFTERMATH OF NATURAL DISASTERS,TERRORISM AND WARS IN ISRAEL AND ELSEWHERE, UJA, THROUGH ITS PARTNER NONPROFITS, ASSISTS DIRECT VICTIMS, PROVIDES TRAUMA RELIEF TO BOTH INDIVIDUALS AND COMMUNITIES, AND WORKS TO BUILD RESILIENCE. 103084000 89667000 SHAPING THE JEWISH FUTURE:UJA SUPPORTS INNOVATIVE INITIATIVES THAT ENCOURAGE JEWS OF ALL AGES TO EXPLORE THEIR JEWISH IDENTITY AND PROVIDES FUNDS FOR A RANGE OF PROGRAMS THAT SERVE A DIVERSE JEWISH COMMUNITY. THESE PROGRAMS STRENGTHEN SYNAGOGUES, SUPPORT COLLEGE STUDENTS BY PROMOTING JEWISH LIFE ON CAMPUS, CONNECT YOUNG JEWS TO ISRAEL THROUGH BIRTHRIGHT ISRAEL AND OTHER PROGRAMS, AND PROVIDE OPPORTUNITIES TO ENGAGE INTERFAITH FAMILIES AND UNAFFILIATED JEWS. AS PART OF ITS COMMITMENT TO EDUCATION AND LIFELONG LEARNING, UJA PROVIDES SUPPORT FOR INFORMAL AND FORMAL JEWISH EDUCATIONAL PROGRAMS FOR BOTH CHILDREN AND ADULTS. BECAUSE LEARNING TAKES PLACE IN AND OUT (CONTINUED ON SCHEDULE O, PAGE 89)(CONTINUED)OF THE CLASSROOM,UJA PROVIDES FUNDS FOR SCHOLARSHIPS AND TEACHER BENEFITS AT JEWISH DAY SCHOOLS AND SCHOLARSHIPS FOR ISRAEL EXPERIENCE PROGRAMS AND JEWISH SUMMER CAMPS. RECOGNIZING THAT ISRAEL IS FUNDAMENTAL TO THE JEWISH PAST, PRESENT, AND FUTURE, UJA HELPS JEWS WHO CHOOSE TO IMMIGRATE TO ISRAEL THROUGH FUNDING TO THE JEWISH AGENCY. UJA ALSO INVESTS IN STRENGTHENING ISRAELI CIVIL SOCIETY TO PROMOTE AN INCLUSIVE, DEMOCRATIC, AND THRIVING JEWISH STATE. IN BOTH ISRAEL AND NEW YORK, UJA SUPPORTS COMMUNITY RELATIONS ORGANIZATIONS THAT PROMOTE TOLERANCE, EQUALITY, AND MUTUAL RESPECT AMONG DIVERSE POPULATIONS. 181002000 1 1 0 1 0 1 0 0 1 1 1 1 0 1 1 1 0 1 0 1 1 1 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 1 600 0 1 508 1 1 1 1 BD 0 0 0 1 1 0 0 0 0 X 163 161 1 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 0 FL X X JOANN LOCASCIO CONTROLLER 2128361730 130 EAST 59TH STREET NEW YORK NY 100221302 X ALISA R DOCTOROFF PRESIDENT/DIRECTOR 0.00 X X 0 0 0 LINDA MIRELS CHAIR OF THE BOARD/DIRECTOR 0.00 X X 0 0 0 JEFFREY M STERN TREASURER/DIRECTOR 0.00 X X 0 0 0 KAREN SW FRIEDMAN COMMISSION CHAIR/DIRECTOR 0.00 X X 0 0 0 SARA E NATHAN COMMISSION CHAIR/DIRECTOR 0.00 X X 0 0 0 RONI RUBENSTEIN COMMISSION CHAIR/DIRECTOR 0.00 X X 0 0 0 BRETT H BARTH COMMISSION CHAIR/DIRECTOR 0.00 X X 0 0 0 DAVID L MOORE CAMPAIGN CHAIR/DIRECTOR 0.00 X X 0 0 0 JEFFREY A SCHOENFELD CAMPAIGN CHAIR/DIRECTOR 0.00 X X 0 0 0 CINDY R GOLUB WOMEN'S PHILANTHROPY CHAIR/DIRECTOR 0.00 X 0 0 0 GARY CLAAR PLANNED GIVING&ENDOWMENTS CHAIR/DIRECTOR 0.00 X 0 0 0 JACOB W DOFT EXEC. COMM. AT LARGE/DIRECTOR 0.00 X 0 0 0 MARTINE FLEISHMAN EXEC. COMM. AT LARGE/DIRECTOR 0.00 X 0 0 0 MARCIA RIKLIS EXEC. COMM. AT LARGE/DIRECTOR 0.00 X 0 0 0 DAVID A STERLING EXEC. COMM. AT LARGE/DIRECTOR 0.00 X 0 0 0 BENJAMIN J TISCH EXEC. COMM. AT LARGE/DIRECTOR 0.00 X 0 0 0 KAREN R ADLER DIRECTOR 0.00 X 0 0 0 JOSEPH S ALLERHAND DIRECTOR 0.00 X 0 0 0 HOWARD D ALTSCHUL DIRECTOR 0.00 X 0 0 0 SANFORD L ANTIGNAS DIRECTOR 0.00 X 0 0 0 DONALD ASHKENASE DIRECTOR 0.00 X 0 0 0 RABBI ANDREW N BACHMAN DIRECTOR 0.00 X 0 0 0 DEAN C BACKER DIRECTOR 0.00 X 0 0 0 MORRIS BAILEY DIRECTOR 0.00 X 0 0 0 NATALIE W BARTH DIRECTOR 0.00 X 0 0 0 JUDITH K BAUM DIRECTOR 0.00 X 0 0 0 ADRIENNE BAVAR DIRECTOR 0.00 X 0 0 0 SALOMON BENDAYAN DIRECTOR 0.00 X 0 0 0 FROMA B BENEROFE DIRECTOR 0.00 X 0 0 0 GAYLE BERG DIRECTOR 0.00 X 0 0 0 RONIT J BERKOVICH DIRECTOR 0.00 X 0 0 0 ALAN S BERNIKOW DIRECTOR 0.00 X 0 0 0 TRACEY D BILSKI DIRECTOR 0.00 X 0 0 0 MARNIE BLACK DIRECTOR 0.00 X 0 0 0 DANIEL B BLASER DIRECTOR 0.00 X 0 0 0 THOMAS BLUMBERG DIRECTOR 0.00 X 0 0 0 PAULA BLUMENFELD DIRECTOR 0.00 X 0 0 0 RUTH BRAUSE DIRECTOR 0.00 X 0 0 0 LEWIS S BROAD DIRECTOR 0.00 X 0 0 0 RABBI LESTER BRONSTEIN DIRECTOR 0.00 X 0 0 0 RABBI ANGELA W BUCHDAHL DIRECTOR 0.00 X 0 0 0 KENNETH W CAPPELL DIRECTOR 0.00 X 0 0 0 MARC CHODOCK DIRECTOR 0.00 X 0 0 0 SUSAN CLASTER DIRECTOR 0.00 X 0 0 0 CAROL H CORBIN DIRECTOR 0.00 X 0 0 0 MARLA CORNEJO DIRECTOR 0.00 X 0 0 0 DEBBIE COSGROVE DIRECTOR 0.00 X 0 0 0 RABBI ELLIOT J COSGROVE DIRECTOR 0.00 X 0 0 0 SUZANNE R DOFT DIRECTOR 0.00 X 0 0 0 ALEXANDER S EHRLICH DIRECTOR 0.00 X 0 0 0 CAROL EINIGER DIRECTOR 0.00 X 0 0 0 RACHEL S EPSTEIN DIRECTOR 0.00 X 0 0 0 CINDY FEINBERG DIRECTOR 0.00 X 0 0 0 MICHAEL E FOREMAN DIRECTOR 0.00 X 0 0 0 EMILY GINDI DIRECTOR 0.00 X 0 0 0 ALLAN H GLICK DIRECTOR 0.00 X 0 0 0 BILLIE GOLD DIRECTOR 0.00 X 0 0 0 JONATHAN E GOLD DIRECTOR 0.00 X 0 0 0 LESLIE GOLDBERG DIRECTOR 0.00 X 0 0 0 CAROL S GOLDSTEIN DIRECTOR 0.00 X 0 0 0 LESLEY GOLDWASSER DIRECTOR 0.00 X 0 0 0 JACK M GORMAN DIRECTOR 0.00 X 0 0 0 MARILYN GOTTLIEB DIRECTOR 0.00 X 0 0 0 PATRICIA GREEN DIRECTOR 0.00 X 0 0 0 LAURENCE GREENWALD DIRECTOR 0.00 X 0 0 0 ELLEN L GROSSMAN DIRECTOR 0.00 X 0 0 0 JENNIFER S HARRIS DIRECTOR 0.00 X 0 0 0 JOHN A HERRMANN JR DIRECTOR 0.00 X 0 0 0 ARTHUR HERSHAFT DIRECTOR 0.00 X 0 0 0 NANCY HIRSCHTRITT DIRECTOR 0.00 X 0 0 0 STACY HOFFMAN DIRECTOR 0.00 X 0 0 0 FRANCINE ASHER HOLTZMAN DIRECTOR 0.00 X 0 0 0 MARVIN ISRAELOW DIRECTOR 0.00 X 0 0 0 LYNN JACOBS DIRECTOR 0.00 X 0 0 0 SUZANNE D JAFFE DIRECTOR 0.00 X 0 0 0 DONNA JAKUBOVITZ DIRECTOR 0.00 X 0 0 0 JOSEPH L JEROME DIRECTOR 0.00 X 0 0 0 LINDA JESSELSON DIRECTOR 0.00 X 0 0 0 MICHAEL KALNICKI DIRECTOR 0.00 X 0 0 0 ROBIN H KAPLAN DIRECTOR 0.00 X 0 0 0 KAREN SPAR KASNER DIRECTOR 0.00 X 0 0 0 KAREN KASTENBAUM DIRECTOR 0.00 X 0 0 0 EVELYN B KENVIN DIRECTOR 0.00 X 0 0 0 ALFONSO S KIMCHE DIRECTOR 0.00 X 0 0 0 RABBI DAVID-SETH KIRSHNER DIRECTOR 0.00 X 0 0 0 LAURA KLEINHANDLER DIRECTOR 0.00 X 0 0 0 CANDICE B KOERNER DIRECTOR 0.00 X 0 0 0 LOIS KOHN-CLAAR DIRECTOR 0.00 X 0 0 0 PAUL KRONISH DIRECTOR 0.00 X 0 0 0 MICHAEL R LAX DIRECTOR 0.00 X 0 0 0 SANDY B LENGER DIRECTOR 0.00 X 0 0 0 ALISA F LEVIN DIRECTOR 0.00 X 0 0 0 CAROL L LEVIN DIRECTOR 0.00 X 0 0 0 RABBI YOSIE LEVINE DIRECTOR 0.00 X 0 0 0 MITCHELL LEWIS DIRECTOR 0.00 X 0 0 0 SAMUEL G LISS DIRECTOR 0.00 X 0 0 0 RABBI ALAN LUCAS DIRECTOR 0.00 X 0 0 0 HEIDI LURENSKY DIRECTOR 0.00 X 0 0 0 MICHAEL P LUSTIG DIRECTOR 0.00 X 0 0 0 GREGORY S LYSS DIRECTOR 0.00 X 0 0 0 WILLIAM L MACK DIRECTOR 0.00 X 0 0 0 RALPH P MARASH DIRECTOR 0.00 X 0 0 0 BRYCE A MARKUS DIRECTOR 0.00 X 0 0 0 EDWARD A MERMELSTEIN DIRECTOR 0.00 X 0 0 0 BARRY G MOSS DIRECTOR 0.00 X 0 0 0 JOSHUA OBOLER DIRECTOR 0.00 X 0 0 0 MICHAEL OLSHAN DIRECTOR 0.00 X 0 0 0 SUZANNE F PECK DIRECTOR 0.00 X 0 0 0 DOUGLAS A PHILLIPS DIRECTOR 0.00 X 0 0 0 KARINA PLOTKO DIRECTOR 0.00 X 0 0 0 JONATHAN PLUTZIK DIRECTOR 0.00 X 0 0 0 VICKI C FELDMAN PORTMAN DIRECTOR 0.00 X 0 0 0 STEVEN PRICE DIRECTOR 0.00 X 0 0 0 TINA PRICE DIRECTOR 0.00 X 0 0 0 GAIL PROPP DIRECTOR 0.00 X 0 0 0 JACK A RAHMEY DIRECTOR 0.00 X 0 0 0 ANDREW V RECHTSCHAFFEN DIRECTOR 0.00 X 0 0 0 THEODORE RICHMAN DIRECTOR 0.00 X 0 0 0 HEIDI C RIEGER DIRECTOR 0.00 X 0 0 0 IRINA ROLLER DIRECTOR 0.00 X 0 0 0 PENNY ROSEN DIRECTOR 0.00 X 0 0 0 MICHAEL F ROSENBAUM DIRECTOR 0.00 X 0 0 0 GARY ROSENBERG DIRECTOR 0.00 X 0 0 0 MARTIN ROSENMAN DIRECTOR 0.00 X 0 0 0 STEVEN J ROTTER DIRECTOR 0.00 X 0 0 0 EDMOND M SAFRA DIRECTOR 0.00 X 0 0 0 HELEN SAMUELS DIRECTOR 0.00 X 0 0 0 NEIL J SANDLER DIRECTOR 0.00 X 0 0 0 WILLIAM H SCHRAG DIRECTOR 0.00 X 0 0 0 ERIC SEILER DIRECTOR 0.00 X 0 0 0 DONNA SENTER DIRECTOR 0.00 X 0 0 0 SARENE P SHANUS DIRECTOR 0.00 X 0 0 0 ALEX I SHCHEGOL DIRECTOR 0.00 X 0 0 0 PAUL A SIEGEL DIRECTOR 0.00 X 0 0 0 SHIRLEY SILVER DIRECTOR 0.00 X 0 0 0 DAVID SILVERS DIRECTOR 0.00 X 0 0 0 PATRICIA SILVERS DIRECTOR 0.00 X 0 0 0 LISA SILVERSTEIN DIRECTOR 0.00 X 0 0 0 PATRICIA B SILVERSTEIN DIRECTOR 0.00 X 0 0 0 HARRIET G SINGER DIRECTOR 0.00 X 0 0 0 TARA SLONE-GOLDSTEIN DIRECTOR 0.00 X 0 0 0 JILL W SMITH DIRECTOR 0.00 X 0 0 0 KAREN R SOBEL DIRECTOR 0.00 X 0 0 0 GEULA SOLOMON DIRECTOR 0.00 X 0 0 0 JEROME SPITZER DIRECTOR 0.00 X 0 0 0 JAMIE BW STECHER DIRECTOR 0.00 X 0 0 0 PETER K STERN DIRECTOR 0.00 X 0 0 0 STEPHANIE J STIEFEL DIRECTOR 0.00 X 0 0 0 HARRIET KAPLAN SUVALL DIRECTOR 0.00 X 0 0 0 JACKY TEPLITZKY DIRECTOR 0.00 X 0 0 0 DAVID VALGER DIRECTOR 0.00 X 0 0 0 ELIZABETH R VARET DIRECTOR 0.00 X 0 0 0 GABRIEL F WASSERMAN DIRECTOR 0.00 X 0 0 0 ADAM WEISSENBERG DIRECTOR 0.00 X 0 0 0 PAMELA P WEXLER DIRECTOR 0.00 X 0 0 0 ERIKA S WITOVER DIRECTOR 0.00 X 0 0 0 STEVEN B WOLITZER DIRECTOR 0.00 X 0 0 0 SHAHRAM YAGHOUBZADEH DIRECTOR 0.00 X 0 0 0 FREDRIC W YERMAN DIRECTOR 0.00 X 0 0 0 JONATHON YORMAK DIRECTOR 0.00 X 0 0 0 JOY M ZELIN DIRECTOR 0.00 X 0 0 0 JULIA E ZEUNER DIRECTOR 0.00 X 0 0 0 AARON L ZISES DIRECTOR 0.00 X 0 0 0 ERIC S GOLDSTEIN CHIEF EXECUTIVE OFFICER 35.00 X 530000 0 198000 IRVIN A ROSENTHAL CHIEF FINANCIAL OFFICER 35.00 X 726000 0 147000 ELLEN R ZIMMERMAN SECRETARY/GEN'L COUNSEL & 35.00 X 307000 0 101000 MARK MEDIN EXEC. VICE PRESIDENT - FRD 35.00 X 433000 0 75000 ALISA RUBIN KURSHAN EXEC. VICE PRESIDENT 35.00 X 326000 0 42000 STUART TAUBER VICE PRESIDENT, REGIONS 35.00 X 250000 0 70000 ELANA BROITMAN SENIOR VICE PRESIDENT 35.00 X 176000 0 26000 COLIN AMBROSE CHIEF INVESTMENT OFFICER 35.00 X 683000 0 25000 DEVANA COHEN DIRECTOR, INVESTMENTS 35.00 X 299000 0 14000 LAWRENCE SWILLING CONTROLLER 35.00 X 278000 0 51000 JENNIFER GROSS VICE PRESIDENT 35.00 X 254000 0 4000 WILLIAM SAMERS VICE PRESIDENT 35.00 X 241000 0 45000 JOHN SRUSKAY EXEC. VICE PRES. & CEO (FORMER) 13.00 X 164000 0 0 4667000 0 798000 87 1 1 0 FLIK INTERNATIONAL CORP PO BOX 91337 CHICAGO IL 60693 FOOD SERVICE PROVIDER 1136000 INTEGRIDATA BUSINESS & TECHNOLOGY SOLUTI 122 EAST 42ND STREET SUITE 2900 NEW YORK NY 10168 CONSULTANTS 1068000 FOREMOST RAM CATERERS INC 65 ANDERSON AVENUE MOONACHIE NJ 07074 FOOD SERVICE PROVIDER 811000 INTERNATIONAL SECURITY ASSOCIATES INC 301 EAST 62ND STREET NEW YORK NY 10021 SECURITY 711000 GIL TRAVEL(SUBSTANTIALLY ALL REIMBURSED) 1511 WALNUT STREET PHILADELPHIA PA 19102 MISSION TRAVEL 650000 41 34480000 17629000 123821000 8586000 175930000 TRUST FOR DISAB ADULTS 900099 643000 643000 PUBLIC POLICY SERVICES 900099 1000 1000 116000 116000 760000 8264000 6055000 2209000 12000 0 12000 12000 12000 678158000 635293000 42865000 42865000 42865000 4420000 34480000 9161000 -4741000 -4741000 PENSION PLAN ADMIN FEE 561000 126000 126000 170000 170000 296000 223386000 49976000 2209000 -4729000 154444000 154444000 2028000 2028000 972000 972000 3371000 1096000 1083000 1192000 33004000 9718000 8703000 14583000 2007000 591000 529000 887000 6857000 2019000 1808000 3030000 2494000 734000 658000 1102000 700000 206000 185000 309000 411000 411000 69000 69000 6258000 6258000 5011000 3459000 758000 794000 511000 124000 116000 271000 3113000 915000 822000 1376000 782000 93000 524000 165000 3348000 870000 900000 1578000 1308000 385000 345000 578000 83000 24000 22000 37000 1816000 480000 591000 745000 3338000 1028000 992000 1318000 580000 3000 575000 2000 SCHOLARSHIPS & TUITIONS 1393000 1393000 CREDIT CARD FEES 545000 545000 CATERING SERVICES OUTSI 242000 96000 49000 97000 A/V SERVICES OUTSIDE 192000 57000 51000 84000 670000 198000 174000 298000 235547000 181002000 25554000 28991000 16345000 14876000 41686000 46464000 68735000 72066000 5946000 3779000 1609000 2555000 82402000 21081000 62855000 61321000 501705000 448761000 517567000 483202000 25651000 25772000 128888000 121322000 1370987000 1280118000 19153000 15234000 13071000 15553000 55084000 52436000 66615000 64348000 56477000 53171000 210400000 200742000 X 540630000 491792000 370719000 336604000 249238000 250980000 1160587000 1079376000 1370987000 1280118000 X -12161000 -84898000 15848000 X 0 1 X 1 0 X 189539000 168819000 167268000 179938000 158301000 863865000 189539000 168819000 167268000 179938000 158301000 863865000 14819440 849045560 4568000 11636000 15230000 611000 8209000 40254000 1076000 466000 877000 323000 55000 2797000 743000 -1549000 -505000 277000 296000 -738000 906178000 26928000 0.93700 0.92860 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2000 67000 69000 235478000 235547000 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 36000 52000 94000 69000 251000 250000 250000 250000 250000 1000000 1500000 1000 2000 3000 2000 8000 20 326000 747000 20510000 0 0 0 1 X 959061000 26304000 -45227000 -57880000 -4455000 -2575000 875228000 984050000 20257000 20468000 -57586000 -5747000 -2381000 959061000 892696000 18282000 133291000 -57355000 -1796000 -1068000 984050000 820545000 26995000 101870000 -55729000 -985000 892696000 827982000 63230000 -11828000 -58111000 -728000 820545000 0.40000 0.29000 0.31000 0 0 1118000 1118000 74528000 18417000 56111000 6756000 2664000 4092000 61321000 MULTI-STRATEGY HEDGE FUNDS 184865000 F PRIVATE EQUITY/REAL-ESTATE 106891000 F INTEREST IN RELATED ORGANIZATIONS 43072000 C NON-PUBLIC EQUITIES 134742000 F STATE OF ISRAEL BONDS 13573000 C INTEREST IN OIL AND GAS PROPERTIES 59000 F 483202000 ASSETS HELD UNDER CHARITABLE TRUST AGREEMENTS 37272000 AMOUNTS HELD ON BEHALF OF OTHER AGENCIES 64348000 NON-DEPRECIABLE PROPERTY 9616000 INTERCOMPANY RECEIVABLES 5058000 CASH SURRENDER VALUE - LIFE INSURANCE 3789000 OTHER 1239000 121322000 LIABILITIES UNDER CHARITABLE TRUST AND ANNUITY AGREEMENTS 48238000 ACCRUED POSTRETIREMENT BENEFITS 4933000 53171000 X 148249000 -84898000 150000 15869000 -68879000 217128000 6258000 6258000 223386000 229439000 150000 150000 229289000 6258000 6258000 235547000 PART IV, LINE 2B: CERTAIN NETWORK AGENCIES INVEST IN THE UJA-FEDERATION POOLED INVESTMENT ACCOUNT. PART V, LINE 4: INTENDED USES OF ENDOWMENT FUNDS: THE ORGANIZATION'S OPERATING BUDGET IS BASED UPON A TOTAL "SOURCES & USES" OF FUNDS CONCEPT. SOURCES OF FUNDING ARE IDENTIFIED DURING THE OPERATING BUDGET PROCESS TO COVER PLANNED EXPENDITURES. OTHER THAN THE ANNUAL CAMPAIGN, THE ENDOWMENT IS THE NEXT SINGLE HIGHEST SOURCE OF FUNDING FOR BUDGETARY NEEDS. PART X, LINE 2: FIN 48: THE ORGANIZATION FOLLOWS THE PROVISIONS OF ASC SUBTOPIC 740-10, INCOME TAXES - OVERALL (ASC 740-10), RELATING TO UNCERTAINTY IN INCOME TAXES. FOR THE ORGANIZATION, ASC 740-10 IS PRIMARILY APPLICABLE TO THE INCURRENCE OF UNRELATED BUSINESS INCOME TAX ATTRIBUTABLE TO CERTAIN OF ITS INVESTMENTS. ASC 740-10 ESTABLISHES A MINIMUM THRESHOLD FOR FINANCIAL STATEMENT RECOGNITION OF THE BENEFITS OF POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN FILING TAX RETURNS. IT REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE "MORE-LIKELY-THAN-NOT" THRESHOLD ARE RECORDED AS A TAX EXPENSE. THERE ARE NO TAX POSITIONS NOT DEEMED TO MEET THE "MORE-LIKELY THAN-NOT" THRESHOLD. PART XI, LINE 2D - OTHER ADJUSTMENTS: IMPUTED RENTAL INCOME 15,869,000. PART I, LINES 5 AND 6: THE ORGANIZATION DOES NOT MAINTAIN DONOR ADVISED FUNDS. HOWEVER, IT DOES MAINTAIN CERTAIN TEMPORARILY AND PERMANENTLY RESTRICTED FUNDS ("SIMILAR FUNDS") THAT ARE OVERSEEN BY SPECIAL COMMITTEES. UJA-FEDERATION APPOINTS A MAJORITY OF THE MEMBERS THAT SERVE ON EACH OF THESE SPECIAL COMMITTEES; OTHER MEMBERS MAY BE SELECTED BY THE DONOR OR THE DONOR'S FAMILY. 1 NORTH AMERICA 1 PROGRAM SERVICES INSURANCE SERVICES FOR NETWORK AGENCIES 5538000 MIDDLE EAST 1 6 PROGRAM SERVICES MONITORING OF GRANTS - REFER TO SCHEDULE F, PART V, SUPPLEMENTAL INFORMATION 805000 RUSSIA GRANTMAKING 972000 CARIBBEAN INVESTMENTS 211170000 1 7 0 0 1 7 218485000 0 218485000 RUSSIA SHAPING THE JEWISH FUTURE 972000 WIRE 1 1 0 1 1 1 0 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF FOREIGN GRANT FUNDS: FUNDS FOR OVERSEAS PROGRAM ACTIVITIES ARE DISTRIBUTED THROUGH THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) PRIMARILY TO THE JEWISH AGENCY FOR ISRAEL (JAFI) AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC. (JDC). OVERSEAS ORGANIZATIONS RECEIVING FUNDS FROM JFNA UTILIZE SUCH FUNDS FOR ACTIVITIES AND PROGRAMS THAT SUPPORT UJA-FEDERATION'S CHARITABLE PURPOSES. GRANTS AND CONTRACTS PAID THROUGH CHARITIES AID FOUNDATION (CAF): UJA-FEDERATION HAS CONTRACTED WITH CHARITIES AID FOUNDATION (CAF) TO PROVIDE OVERSIGHT OF AND DISBURSE FUNDS FOR THREE TARGETED GRANTS IN THE FORMER SOVIET UNION (FSU) THAT SUPPORT UJA-FEDERATION'S CHARITABLE PURPOSES AND THAT ARE NOT UNDER THE OVERSIGHT OF JFNA. A PROFESSIONAL EMPLOYED BY CAF IN MOSCOW MONITORS THOSE GRANTS IN CONJUNCTION WITH UJA-FEDERATION PROFESSIONAL STAFF IN NEW YORK. UJA-FEDERATION ALSO MAKES DIRECT GRANTS TO CAF FOR TARGETED PROGRAMS OR CAPACITY-BUILDING FOR GRASSROOTS ORGANIZATIONS IN THE FSU; THOSE GRANTS ARE MONITORED BY UJA-FEDERATION PROFESSIONAL STAFF WHO ARE RESIDENT IN NEW YORK BUT VISIT THE FSU. ALL GRANTEES SUBMIT TWO REPORTS EACH YEAR (A MID-YEAR AND A FINAL REPORT). THE REPORTS INCLUDE NARRATIVE, STATISTICAL, AND FINANCIAL COMPONENTS AND SERVE TO ENSURE THAT PROGRAMMATIC OBJECTIVES ARE APPROPRIATELY ATTAINED, AND THAT EXPENDITURES QUALIFY FOR REIMBURSEMENT UNDER THE GRANT. UJA-FEDERATION'S ISRAEL OFFICE, IN CONJUNCTION WITH STAFF IN NEW YORK, REVIEW TWO ANNUAL REPORTS (A MID-YEAR AND A FINAL REPORT) FOR TARGETED GRANT PROGRAMS THAT ARE LOCATED IN ISRAEL AND OTHER FOREIGN LOCATIONS AND FOR WHICH FUNDS ARE DISTRIBUTED THROUGH JFNA. THE REPORTS INCLUDE NARRATIVE, STATISTICAL, AND FINANCIAL COMPONENTS AND SERVE TO ENSURE THAT PROGRAMMATIC OBJECTIVES ARE APPROPRIATELY ATTAINED, AND THAT EXPENDITURES QUALIFY FOR REIMBURSEMENT UNDER THE GRANT. IN ISRAEL, OUR GRANTEE ORGANIZATIONS ARE LEGALLY REGISTERED WITH JAFI, WHICH RELEASES REGULAR GRANT PAYMENTS BASED ON COORDINATION WITH OUR ISRAEL OFFICE. 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50000 CARING AUSCHWITZ JEWISH CENTER FOUNDATION INC 36 BATTERY PLACE NEW YORK NY 10280 133857441 501(C)3 8000 CARING AUTISM SOCIETY OF AMERICA INC 4340 EAST WEST HIGHWAY SUITE 350 BETHESDA MD 20814 521020149 501(C)3 102000 CARING BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER 15 NEIL COURT OCEANSIDE NY 11572 112002556 501(C)3 697000 CARING / SHAPING THE JEWISH FUTURE BETH ISRAEL MEDICAL CENTER 1ST AVENUE AT 16TH STREET NEW YORK NY 10003 135564934 501(C)3 180000 CARING BLYTHEDALE CHILDREN'S HOSPITAL 95 BRADHURST AVENUE VALHALLA NY 10595 131739922 501(C)3 15000 CARING B'NAI BRITH YOUTH ORGANIZATION (BBYO) 5432 MAYFIELD ROAD LYNDHURST OH 44124 311794932 501(C)3 41000 SHAPING THE JEWISH FUTURE BORO PARK JEWISH COMMUNITY COUNCIL 4912 14TH AVENUE BROOKLYN NY 11219 113475993 501(C)3 40000 CARING BORO PARK YM & YWHA 4912 14TH AVENUE BROOKLYN NY 11219 111630917 501(C)3 406000 CARING / SHAPING THE JEWISH FUTURE BRONX HOUSE EMANUEL CAMPS INC DBA BERKSHIRE HILLS EISENBERG CAMPS 49 WEST 38TH STREET NEW YORK NY 10018 131739934 501(C)3 269000 CARING / SHAPING THE JEWISH FUTURE BRONX HOUSE JEWISH COMMUNITY CENTER 990 PELHAM PARKWAY SOUTH BRONX NY 10461 131739935 501(C)3 317000 CARING BRONX JEWISH COMMUNITY COUNCIL 2930 WALLACE AVENUE BRONX NY 10467 132744533 501(C)3 177000 CARING BRONX-RIVERDALE YM-YWHA 5625 ARLINGTON AVENUE BRONX NY 10471 131740507 501(C)3 521000 1000 FMV IMPUTED INTEREST CARING / SHAPING THE JEWISH FUTURE CAMP DORA GOLDING 5515 NEW UTRECHT AVENUE BROOKLYN NY 11219 136000413 501(C)3 72000 289000 APPRAISAL IMPUTED RENT SHAPING THE JEWISH FUTURE CAROLINE AND JOSEPH S GRUSS LIFE MONUMENT FUNDS INC 45 BROADWAY SUITE 3050 NEW YORK NY 10006 133573461 501(C)3 3506000 SHAPING THE JEWISH FUTURE CENTERLIGHT HEALTH SYSTEM 612 ALLERTON AVENUE BRONX NY 10467 131739920 501(C)3 85000 CARING CENTRAL QUEENS YM & YWHA 6709 108TH STREET FOREST HILLS NY 11375 111633509 501(C)3 733000 CARING / SHAPING THE JEWISH FUTURE CHALLAH FOR HUNGER 201 S CAMAC STREET PHILADELPHIA PA 19146 261540827 501(C)3 7000 SHAPING THE JEWISH FUTURE COLLEGE OF STATEN ISLAND HILLEL THE MULTI FAITH CENTER BLDG 1A ROOM 212A STATEN ISLAND NY 10314 260212010 501(C)3 145000 CARING / SHAPING THE JEWISH FUTURE COMMUNITY ASSOCIATION FOR JEWISH AT RISK CEMETERIES (CAJAC) 360 HAMILTON AVE SUITE 1110 WHITE PLAINS NY 10601 562649778 501(C)3 80000 CARING CONGREGATION BETH ELOHIM 274 GARFIELD PLACE BROOKLYN NY 11215 111672755 501(C)3 114000 SHAPING THE JEWISH FUTURE CONSERVATIVE SYNAGOGUE ADATH ISRAEL OF RIVERDALE 475 WEST 250TH STREET RIVERDALE NY 10471 131809278 501(C)3 10000 CARING / SHAPING THE JEWISH FUTURE COUNCIL OF JEWISH EMIGRE COMMUNITY ORGANIZATIONS INC (COJECO) 40 EXCHANGE PLACE NEW YORK NY 10005 133955736 501(C)3 523000 CARING / SHAPING THE JEWISH FUTURE COUNCIL OF YOUNG JEWISH PRESIDENTS 225 WEST 34TH STREET SUITE 1607 NEW YORK NY 10122 262145040 501(C)3 105000 SHAPING THE JEWISH FUTURE CZ WELLNESS GROUP INC (CAMP ZEKE) 49 WEST 38TH STREET 5TH FLOOR NEW YORK NY 10018 461869615 501(C)3 250000 294000 APPRAISAL IMPUTED RENT CARING / SHAPING THE JEWISH FUTURE DOROT 171 WEST 85TH STREET NEW YORK NY 10024 133264005 501(C)3 417000 CARING / SHAPING THE JEWISH FUTURE EDEN VILLAGE CAMP 392 DENNYTOWN ROAD PUTNAM VALLEY NY 10579 264373931 501(C)3 100000 134000 APPRAISAL IMPUTED RENT SHAPING THE JEWISH FUTURE EDITH AND CARL MARKS JEWISH COMMUNITY HOUSE OF BENSONHURST 7802 BAY PARKWAY BROOKLYN NY 11214 111633484 501(C)3 1582000 CARING / SHAPING THE JEWISH FUTURE FOJP SERVICE CORPORATION 28 EAST 28TH STREET NEW YORK NY 10016 132914141 501(C)3 791000 CARING / SHAPING THE JEWISH FUTURE FOOTSTEPS INC 114 JOHN STREET 930 NEW YORK NY 10272 200666923 501(C)3 22000 SHAPING THE JEWISH FUTURE FORT TRYON JEWISH CENTER PO BOX 1164 NEW YORK NY 10040 131814388 501(C)3 20000 SHAPING THE JEWISH FUTURE FOUNDATION FOR JEWISH CAMP INC 253 WEST 35TH STREET NEW YORK NY 10001 223551013 501(C)3 150000 SHAPING THE JEWISH FUTURE FRIENDS OF BEZALEL ACADEMY OF ARTS AND DESIGN IN JERUSALEM 370 LEXINGTON AVENUE SUITE 1612 NEW YORK NY 10017 132952614 501(C)3 20000 SHAPING THE JEWISH FUTURE GURWIN JEWISH NURSING & REHABILITATION CENTER 68 HAUPPAUGE ROAD COMMACK NY 11725 112785201 501(C)3 115000 CARING HAROLD GRINSPOON FOUNDATION 67 HUNT STREET AGAWAM MA 01001 046685725 501(C)3 250000 SHAPING THE JEWISH FUTURE HAZON INC 125 MAIDEN LANE SUITE 8B NEW YORK NY 10038 131623922 501(C)3 430000 CARING / SHAPING THE JEWISH FUTURE HEBREW EDUCATIONAL SOCIETY 9502 SEAVIEW AVENUE BROOKLYN NY 11236 111642720 501(C)3 557000 665000 APPRAISAL IMPUTED RENT CARING / SHAPING THE JEWISH FUTURE HEBREW FREE BURIAL ASSOCIATION 125 MAIDEN LANE NEW YORK NY 10038 135596755 501(C)3 50000 CARING / SHAPING THE JEWISH FUTURE HEBREW FREE LOAN SOCIETY 675 3RD AVENUE SUITE 1905 NEW YORK NY 10017 135562239 501(C)3 332000 CARING HEBREW INSTITUTE OF RIVERDALE 3700 HENRY HUDSON PARKWAY RIVERDALE NY 10463 131740456 501(C)3 30000 CARING / SHAPING THE JEWISH FUTURE HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION BROOKDALE CENTER ONE WEST 4TH STREET NEW YORK NY 10012 310537067 501(C)3 163000 SHAPING THE JEWISH FUTURE HENRY KAUFMANN CAMPGROUNDS INC 667 BLAUVELT ROAD PEARL RIVER NY 10965 135633239 501(C)3 2527000 3109000 APPRAISAL IMPUTED RENT SHAPING THE JEWISH FUTURE HIAS INC (THE HEBREW IMMIGRANT AID SOCIETY) 1300 SPRING STREET SILVER SPRING MD 20910 135633307 501(C)3 277000 CARING / SHAPING THE JEWISH FUTURE HILLEL AT BARUCH COLLEGE 55 LEXINGTON AVENUE B2-210 NEW YORK NY 10010 204777751 501(C)3 309000 CARING / SHAPING THE JEWISH FUTURE HILLEL AT BINGHAMTON UNIVERSITY WEST 208-B UNIVERSITY UNION BINGHAMTON NY 13902 010569965 501(C)3 122000 CARING / SHAPING THE JEWISH FUTURE HILLEL FOUNDATION FOR JEWISH LIFE SNYDER HILLEL CENTER STONY BROOK UN INTERFAITH CENTER UNION SUITE 201 STONY BROOK UNIVERSITY STONY BROOK NY 11794 116112474 501(C)3 184000 CARING / SHAPING THE JEWISH FUTURE HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 800 EIGHTH STREET NW WASHINGTON DC 20001 521844823 501(C)3 78000 SHAPING THE JEWISH FUTURE HILLELS OF WESTCHESTER MAIN PO BOX 8 PURCHASE NY 10577 201355458 501(C)3 106000 CARING / SHAPING THE JEWISH FUTURE HOFSTRA UNIVERSITY HILLEL 200 HOFSTRA UNIVERSITY STUDENT CENTER 213A HEMPSTEAD NY 11549 111630906 501(C)3 123000 CARING / SHAPING THE JEWISH FUTURE HONEYMOON ISRAEL FOUNDATION INC 6070 WHITEGATE CROSSING EAST AMHERST NY 14051 471291052 501(C)3 225000 SHAPING THE JEWISH FUTURE HUNTER COLLEGE HILLEL 695 PARK AVENUE BUILDING 1317A NEW YORK NY 10065 133853221 501(C)3 147000 CARING / SHAPING THE JEWISH FUTURE HUNTINGTON JEWISH CENTER 510 PARK AVENUE HUNTINGTON NY 11743 111740299 501(C)3 10000 SHAPING THE JEWISH FUTURE ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ANNENBERG BUILDINGOFFICE FOR ADMINONE GUSTAVE L LEV NEW YORK NY 10029 136171197 501(C)3 115000 CARING INSTITUTE FOR JEWISH COMMUNITY RESEARCH BE'CHOL LASHON 3198 FULTON STREET SAN FRANCISCO CA 94118 943307253 501(C)3 158000 SHAPING THE JEWISH FUTURE ISRAEL LACROSSE ASSOCIATION INC 1501 BROADWAY NEW YORK NY 10036 453857764 501(C)3 23000 CARING ISRAELI AMERICAN COUNCIL (IAC) NEW YORK 222 BROADWAY NEW YORK NY 10038 223951652 501(C)3 213000 SHAPING THE JEWISH FUTURE JERUSALEM U 11110 W OAKLAND PARK BLVD SUITE 288 288 SUNRISE FL 33351 261264680 501(C)3 125000 SHAPING THE JEWISH FUTURE JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL 633 3RD AVENUE 21ST FLOOR NEW YORK NY 10017 230053483 501(C)3 100000 SHAPING THE JEWISH FUTURE JEWISH ASSOCIATION SERVING THE AGING (JASA) 247 WEST 37TH STREET NEW YORK NY 10018 132620896 501(C)3 2497000 CARING / SHAPING THE JEWISH FUTURE JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES 135 WEST 50TH STREET NEW YORK NY 10020 135564937 501(C)3 10328000 CARING / SHAPING THE JEWISH FUTURE JEWISH CHILD CARE ASSOCIATION OF NEW YORK 858 EAST 29TH STREET BROOKLYN NY 11210 131624060 501(C)3 1174000 CARING / SHAPING THE JEWISH FUTURE JEWISH COMMUNAL FUND 575 MADISON AVENUE SUITE 703 NEW YORK NY 10022 237174183 501(C)3 121000 CARING / SHAPING THE JEWISH FUTURE JEWISH COMMUNITY CENTER OF MID-WESTCHESTER 999 WILMOT ROAD SCARSDALE NY 10583 133617061 501(C)3 454000 CARING / SHAPING THE JEWISH FUTURE JEWISH COMMUNITY CENTER OF STATEN ISLAND 1466 MANOR ROAD STATEN ISLAND NY 10314 135562256 501(C)3 682000 CARING / SHAPING THE JEWISH FUTURE JEWISH COMMUNITY CENTER OF THE GREATER FIVE TOWNS 207 GROVE AVENUE CEDARHURST NY 11516 112546437 501(C)3 844000 CARING / SHAPING THE JEWISH FUTURE JEWISH COMMUNITY CENTERS ASSOCIATION 520 EIGHTH AVENUE NEW YORK NY 10018 135599486 501(C)3 6000 CARING / SHAPING THE JEWISH FUTURE JEWISH COMMUNITY COUNCIL OF GREATER CONEY ISLAND 3001 WEST 37TH STREET BROOKLYN NY 11224 112665181 501(C)3 112000 CARING JEWISH COMMUNITY COUNCIL OF THE ROCKAWAY PENINSULA 1525 CENTRAL AVENUE FAR ROCKAWAY NY 11691 112425813 501(C)3 98000 CARING JEWISH COMMUNITY RELATIONS COUNCIL OF NEW YORK 225 WEST 34TH STREET SUITE 1607 NEW YORK NY 10122 132869041 501(C)3 1836000 CARING / SHAPING THE JEWISH FUTURE JEWISH COUNCIL FOR PUBLIC AFFAIRS 116 EAST 27TH STREET 10TH FLOOR NEW YORK NY 10016 131624104 501(C)3 306000 SHAPING THE JEWISH FUTURE JEWISH DEAF RESOURCE CENTER PO BOX 318 HARTSDALE NY 10530 133914924 501(C)3 20000 CARING JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 5375000 CARING / SHAPING THE JEWISH FUTURE JEWISH FEDERATIONS OF NORTH AMERICA - FOR BIRTHRIGHT ISRAEL PROGRAM 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 1569000 SHAPING THE JEWISH FUTURE JEWISH FEDERATIONS OF NORTH AMERICA - FOR JAFI 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 29674000 CARING / SHAPING THE JEWISH FUTURE JEWISH FEDERATIONS OF NORTH AMERICA - FOR JDC 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 11797000 CARING / SHAPING THE JEWISH FUTURE JEWISH FEDERATIONS OF NORTH AMERICA - FOR NATIONAL ORGANIZATIONS 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 1617000 CARING / SHAPING THE JEWISH FUTURE JEWISH FEDERATIONS OF NORTH AMERICA - OVERSEAS TARGETED 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 10854000 CARING / SHAPING THE JEWISH FUTURE - SEE PART IV SUPPL INFO JEWISH FUNDERS NETWORK 150 WEST 30TH STREET SUITE 900 NEW YORK NY 10001 232742482 501(C)3 10000 SHAPING THE JEWISH FUTURE JEWISH HOME LIFECARE 120 WEST 106TH STREET NEW YORK NY 10025 131624033 501(C)3 334000 CARING / SHAPING THE JEWISH FUTURE JEWISH INTERNATIONAL CONNECTIONS NEW YORK (JICNY) 382 CENTRAL PARK WEST 4A NEW YORK NY 10025 542102372 501(C)3 35000 SHAPING THE JEWISH FUTURE JEWISH OUTREACH INSTITUTE 1270 BROADWAY SUITE 609 NEW YORK NY 10001 421317696 501(C)3 59000 SHAPING THE JEWISH FUTURE JEWISH RECONSTRUCTIONIST SOCIETY OF THE NORTH SHORE INC 1001 PLANDOME ROAD PLANDOME NY 11030 111960513 501(C)3 18000 SHAPING THE JEWISH FUTURE JEWISH STUDENT CONNECTION 180 SOUTH BROADWAY SUITE 310 WHITE PLAINS NY 10605 611420053 501(C)3 11000 CARING / SHAPING THE JEWISH FUTURE JEWISH THEOLOGICAL SEMINARY OF AMERICA 3080 BROADWAY NEW YORK NY 10027 130887640 501(C)3 244000 CARING / SHAPING THE JEWISH FUTURE JEWISH WITHOUT WALLS 10 PREMIER COURT NESCONSET NY 11767 463782453 501(C)3 10000 CARING JOIN FOR JUSTICE 359 BOYLSTON STREET BOSTON MA 02116 043617885 501(C)3 8000 SHAPING THE JEWISH FUTURE JOSHUA VENTURE PHILANTHROPIES INC 25 BROADWAY NEW YORK NY 10004 331072448 501(C)3 200000 SHAPING THE JEWISH FUTURE JTA-MJL NEW CORP 24 WEST 30TH STREET NEW YORK NY 10001 130887610 501(C)3 249000 CARING / SHAPING THE JEWISH FUTURE KINGS BAY YM-YWHA 3495 NOSTRAND AVENUE BROOKLYN NY 11229 113068515 501(C)3 1302000 910000 APPRAISAL IMPUTED RENT CARING / SHAPING THE JEWISH FUTURE KOLOT CHAYEINUVOICES OF OUR LIVES 540 PRESIDENT STREET SUITE 3A BROOKLYN NY 11215 113223086 501(C)3 19000 SHAPING THE JEWISH FUTURE KRAFT CENTER FOR JEWISH LIFE (COLUMBIABARNARD HILLEL) 606 WEST 115TH STREET NEW YORK NY 10025 237077182 501(C)3 120000 CARING / SHAPING THE JEWISH FUTURE LIMMUD FSU INTERNATIONAL FOUNDATION INC 80 CENTRAL PARK WEST SUITE 2D NEW YORK NY 10023 261870256 501(C)3 8000 SHAPING THE JEWISH FUTURE MAIMONIDES MEDICAL CENTER 4802 TENTH AVENUE BROOKLYN NY 11219 111635081 501(C)3 150000 CARING MATAN THE GIFT OF JEWISH LEARNING FOR EVERY CHILD 520 EIGHTH AVENUE NEW YORK NY 10018 134174834 501(C)3 10000 CARING MAYOR'S FUND TO ADVANCE NEW YORK CITY 253 BROADWAY NEW YORK NY 10007 133783906 501(C)3 30000 CARING MECHON HADAR 190 AMSTERDAM AVENUE NEW YORK NY 10023 264412164 501(C)3 110000 SHAPING THE JEWISH FUTURE METROPOLITAN COUNCIL ON JEWISH POVERTY 120 BROADWAY NEW YORK NY 10271 132738818 501(C)3 4341000 11000 FMV IMPUTED INTEREST CARING / SHAPING THE JEWISH FUTURE METROPOLITAN JEWISH HEALTH SYSTEM 6323 7TH AVENUE BROOKLYN NY 11220 113538697 501(C)3 786000 CARING METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION 6323 7TH AVENUE BROOKLYN NY 11220 111630753 501(C)3 12000 CARING MID-ISLAND Y JEWISH COMMUNITY CENTER 45 MANETTO HILL ROAD PLAINVIEW NY 11803 111841899 501(C)3 716000 CARING / SHAPING THE JEWISH FUTURE MOATZA INC 1 PENN PLAZA SUITE 2530 NEW YORK NY 10119 462674562 501(C)3 200000 SHAPING THE JEWISH FUTURE MOISHE HOUSE 441 SAXONY ROAD BARN 2 ENCINITAS CA 92024 262599786 501(C)3 541000 SHAPING THE JEWISH FUTURE MONTEFIORE MEDICAL CENTER 111 EAST 210TH STREET BRONX NY 10467 131740114 501(C)3 150000 CARING MOSHOLU-MONTEFIORE COMMUNITY CENTER 3450 DEKALB AVENUE BRONX NY 10467 133622107 501(C)3 280000 236000 APPRAISAL IMPUTED RENT CARING / SHAPING THE JEWISH FUTURE MOUNT SINAI MEDICAL CENTER ONE GUSTAVE L LEVY PLACE NEW YORK NY 10029 136271888 501(C)3 150000 CARING MOVING TRADITIONS 261 OLD YORK ROAD SUITE 734 JENKINTOWN PA 19046 342015014 501(C)3 35000 CARING / SHAPING THE JEWISH FUTURE MUSEUM OF JEWISH HERITAGE A LIVING MEMORIAL TO THE HOLOCAUST 36 BATTERY PLACE NEW YORK NY 10280 133376265 501(C)3 6000 SHAPING THE JEWISH FUTURE NATIONAL ASSOCIATION OF JEWISH CHAPLAINS 901 ROUTE 10 WHIPPANY NJ 07981 061288389 501(C)3 70000 CARING NATIONAL CONFERENCE OF SYNAGOGUE YOUTH 11 BROADWAY NEW YORK NY 10004 135623717 501(C)3 85000 SHAPING THE JEWISH FUTURE NEW YORK LEGAL ASSISTANCE GROUP 7 HANOVER SQUARE 18TH FLOOR NEW YORK NY 10004 133505428 501(C)3 1437000 CARING / SHAPING THE JEWISH FUTURE NEW YORK SERVICE FOR THE HANDICAPPED CAMP OAKHURST 1140 BROADWAY ROOM 903 NEW YORK NY 10001 135674230 501(C)3 50000 CARING / SHAPING THE JEWISH FUTURE OHEL CHILDREN'S HOME AND FAMILY SERVICES 4510 16TH AVENUE BROOKLYN NY 11204 116078704 501(C)3 137000 CARING PARK AVENUE SYNAGOGUE 50 EAST 87TH STREET NEW YORK NY 10128 131860028 501(C)3 8000 CARING PARK SLOPE JEWISH CENTER 1320 8TH AVENUE BROOKLYN NY 11215 111969905 501(C)3 9000 CARING / SHAPING THE JEWISH FUTURE PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION 271-11 76TH AVENUE NEW HYDE PARK NY 11040 132631069 501(C)3 215000 CARING PRESENTENSE GROUP 115 EAST 23RD STREET SUITE 301 NEW YORK NY 10010 263301983 501(C)3 222000 SHAPING THE JEWISH FUTURE QUEENS COLLEGE HILLEL STUDENT UNION 6530 KISSENA BOULEVARD ROOM 206 FLUSHING NY 11367 113285824 501(C)3 242000 CARING / SHAPING THE JEWISH FUTURE QUEENS JEWISH COMMUNITY COUNCIL 11945 UNION TURNPIKE FOREST HILLS NY 11375 237172152 501(C)3 88000 CARING RAJE-USA INC 2915 OCEAN PARKWAY BROOKLYN NY 11235 273335956 501(C)3 25000 SHAPING THE JEWISH FUTURE RAMAPO FOR CHILDREN 49 WEST 38TH STREET NEW YORK NY 10018 135600422 501(C)3 125000 CARING / SHAPING THE JEWISH FUTURE REBOOT INC 44 W 28TH STREET NEW YORK NY 10001 571154844 501(C)3 50000 SHAPING THE JEWISH FUTURE REPAIR THE WORLD 555 8TH AVENUE SUITE 1703 NEW YORK NY 10018 364524686 501(C)3 34000 SHAPING THE JEWISH FUTURE RICHARD ROSENTHAL JCC OF NORTHERN WESTCHESTER 600 BEAR RIDGE ROAD PLEASANTVILLE NY 10570 133626607 501(C)3 2689000 552000 FMV / APPRAISAL IMPUTED INTEREST/IMPUTED RENT CARING / SHAPING THE JEWISH FUTURE SAFE FOUNDATION INC 255 AVENUE W BROOKLYN NY 11223 260102131 501(C)3 35000 CARING SAMUEL FIELD YM&YWHA 5820 LITTLE NECK PARKWAY LITTLE NECK NY 11362 113071518 501(C)3 1473000 3139000 APPRAISAL IMPUTED RENT CARING / SHAPING THE JEWISH FUTURE SELFHELP COMMUNITY SERVICES 520 EIGHTH AVENUE NEW YORK NY 10018 131624178 501(C)3 2760000 CARING / SHAPING THE JEWISH FUTURE SEPHARDIC COMMUNITY ALLIANCE 22 CORTLANDT STREET NEW YORK NY 10007 270728655 501(C)3 150000 SHAPING THE JEWISH FUTURE SEPHARDIC COMMUNITY CENTER 1901 OCEAN PARKWAY BROOKLYN NY 11223 112567809 501(C)3 582000 CARING / SHAPING THE JEWISH FUTURE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA ONE PENNSYLVANIA PLAZA SUITE 1606 NEW YORK NY 10119 133014387 501(C)3 250000 SHAPING THE JEWISH FUTURE SHOREFRONT YM-YWHA OF BRIGHTON - MANHATTAN BEACH 3300 CONEY ISLAND AVENUE BROOKLYN NY 11235 113070228 501(C)3 953000 2170000 APPRAISAL IMPUTED RENT CARING / SHAPING THE JEWISH FUTURE SID JACOBSON JEWISH COMMUNITY CENTER 300 FOREST DRIVE EAST HILLS NY 11548 111976051 501(C)3 1353000 CARING / SHAPING THE JEWISH FUTURE SOCCER FOR PEACE 240 WEST 98TH STREET NEW YORK NY 10025 352204045 501(C)3 10000 CARING SOLOMON SCHECHTER SCHOOL OF NASSAU COUNTYHIGH SCHOOL OF LONG ISLAND 1 BARBARA LANE JERICHO NY 11753 112149235 501(C)3 5000 SHAPING THE JEWISH FUTURE SPARKS 1450 42ND STREET BROOKLYN NY 11219 260794276 501(C)3 51000 CARING SURPRISE LAKE CAMP 307 7TH AVENUE SUITE 900 NEW YORK NY 10001 131623869 501(C)3 144000 SHAPING THE JEWISH FUTURE TAMID NYC 299 BROADWAY 1020 NEW YORK NY 10007 454634388 501(C)3 24000 SHAPING THE JEWISH FUTURE TEMPLE BETH EMETH V'OHR PROGRESSIVE SHAARI ZEDEK 83 MARLBOROUGH ROAD BROOKLYN NY 11226 113044536 501(C)3 10000 CARING / SHAPING THE JEWISH FUTURE TEMPLE ISRAEL OF GREAT NECK 108 OLD MILL ROAD GREAT NECK NY 11023 111715797 501(C)3 85000 SHAPING THE JEWISH FUTURE THE ALEXANDER M & BRENDA R TANGER HILLEL AT BROOKLYN COLLEGE 2901 CAMPUS ROAD BROOKLYN NY 11210 116036253 501(C)3 426000 CARING / SHAPING THE JEWISH FUTURE THE ALEXANDER MUSS HIGH SCHOOL IN ISRAEL 78 RANDALL AVENUE ROCKVILLE CENTRE NY 11570 590173782 501(C)3 99000 SHAPING THE JEWISH FUTURE THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 711 3RD AVENUE NEW YORK NY 10017 131656634 501(C)3 658000 CARING / SHAPING THE JEWISH FUTURE THE BLUE CARD INC 171 MADISON AVENUE ROOM 1405 NEW YORK NY 10016 131623910 501(C)3 64000 CARING THE DAVID PROJECT PO BOX 52390 BOSTON MA 02205 161616489 501(C)3 100000 SHAPING THE JEWISH FUTURE THE EDGAR M BRONFMAN CENTER FOR JEWISH STUDENT LIFE HILLEL AT NYU 7 EAST 10TH STREET NEW YORK NY 10003 135562308 501(C)3 166000 CARING / SHAPING THE JEWISH FUTURE THE EDUCATIONAL ALLIANCE INC 197 EAST BROADWAY NEW YORK NY 10002 135562210 501(C)3 2838000 3479000 APPRAISAL IMPUTED RENT CARING / SHAPING THE JEWISH FUTURE THE FOREST HILLS JEWISH CENTER 10606 QUEENS BOULEVARD FOREST HILLS NY 11375 111631821 501(C)3 34000 SHAPING THE JEWISH FUTURE THE ISRAEL PROJECT 1901 PENNSYLVANIA AVENUE NORTH WEST SUITE 600 WASHINGTON DC 20006 371472882 501(C)3 50000 SHAPING THE JEWISH FUTURE THE JEWISH COMMUNITY CENTER IN MANHATTAN 334 AMSTERDAM AVENUE NEW YORK NY 10023 133490745 501(C)3 1527000 CARING / SHAPING THE JEWISH FUTURE THE JEWISH COMMUNITY CENTER ON THE HUDSON 371 SOUTH BROADWAY TARRYTOWN NY 10591 237229163 501(C)3 409000 CARING / SHAPING THE JEWISH FUTURE THE JEWISH EDUCATION PROJECT 520 8TH AVENUE SUITE 1510 NEW YORK NY 10018 131632519 501(C)3 4863000 CARING / SHAPING THE JEWISH FUTURE THE NATIONAL YIDDISH THEATRE FOLKSBIENE 90 JOHN STREET SUITE 410 NEW YORK NY 10038 133998872 501(C)3 25000 SHAPING THE JEWISH FUTURE THE NEW YORK BOARD OF RABBIS INC 171 MADISON AVENUE NEW YORK NY 10016 131809283 501(C)3 106000 SHAPING THE JEWISH FUTURE THE NEW YORK POPS 333 WEST 52ND STREET SUITE 900 NEW YORK NY 10019 133240366 501(C)3 25000 CARING THE NORTH SHORE - LIJ HEALTH SYSTEM 125 COMMUNITY DRIVE GREAT NECK NY 11021 112965575 501(C)3 150000 CARING THE SHABBAT PROJECT INC DBA ONE TABLE 79 MADISON AVENUE NEW YORK NY 10016 464715368 501(C)3 85000 SHAPING THE JEWISH FUTURE THE SUFFOLK Y JEWISH COMMUNITY CENTER 74 HAUPPAUGE ROAD COMMACK NY 11725 112435521 501(C)3 562000 CARING / SHAPING THE JEWISH FUTURE TORAH UMESORAHTHE NATIONAL SOCIETY FOR HEBREW DAY SCHOOLS 620 FOSTER AVENUE BROOKLYN NY 11230 133752354 501(C)3 100000 SHAPING THE JEWISH FUTURE UNION FOR REFORM JUDAISM 633 3RD AVENUE 7TH FLOOR NEW YORK NY 10017 131663143 501(C)3 229000 SHAPING THE JEWISH FUTURE UNION TEMPLE OF BROOKLYN 17 EASTERN PARKWAY BROOKLYN NY 11238 111672824 501(C)3 8000 CARING UNITED JEWISH COUNCIL OF THE EAST SIDE INC 235 EAST BROADWAY NEW YORK NY 10002 132735378 501(C)3 23000 CARING USDAN CENTER FOR THE CREATIVE & PERFORMING ARTS 420 EAST 79TH STREET SUITE 3D NEW YORK NY 10075 132792668 501(C)3 110000 893000 APPRAISAL IMPUTED RENT CARING / SHAPING THE JEWISH FUTURE WESTCHESTER JEWISH COMMUNITY SERVICES 845 NORTH BROADWAY SUITE 2 WHITE PLAINS NY 10603 131740071 501(C)3 2228000 CARING / SHAPING THE JEWISH FUTURE WESTCHESTER JEWISH COUNCIL 701 WESTCHESTER AVENUE SUITE 203E WHITE PLAINS NY 10604 132856699 501(C)3 192000 SHAPING THE JEWISH FUTURE WESTCHESTER REFORM TEMPLE 255 MAMARONECK ROAD SCARSDALE NY 10583 132533702 501(C)3 8000 CARING YESHIVA UNIVERSITY 500 WEST 185TH STREET ROOM 111 NEW YORK NY 10033 131624225 501(C)3 25000 SHAPING THE JEWISH FUTURE YM & YWHA OF WASHINGTON HEIGHTS & INWOOD 54 NAGLE AVENUE NEW YORK NY 10040 131635308 501(C)3 1046000 CARING / SHAPING THE JEWISH FUTURE YOUNG JUDAEA CAMP SPROUT LAKE 575 EIGHTH AVENUE 11TH FLOOR NEW YORK NY 10018 132830437 501(C)3 450000 SHAPING THE JEWISH FUTURE YOUNG JUDAEA GLOBAL 575 EIGHTH AVENUE NEW YORK NY 10018 452640858 501(C)3 150000 SHAPING THE JEWISH FUTURE ZAMIR CHORAL FOUNDATION INC 475 RIVERSIDE DRIVE SUITE 1948 NEW YORK NY 10115 136217087 501(C)3 25000 CARING 169 SCHOLARSHIPS 595 1523000 ISRAEL EXPERIENCE AWARDS - PROVIDES NEED AND MERIT BASED SCHOLARSHIPS FOR ISRAEL TRIPS FOR TEENS AND YOUNG ADULTS 389 505000 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF DOMESTIC GRANT FUNDS: TARGETED GRANTS GENERALLY REQUIRE TWO ANNUAL REPORTS (A MID-YEAR AND A FINAL REPORT). THE REPORTS INCLUDE NARRATIVE, STATISTICAL, AND FINANCIAL COMPONENTS AND SERVE TO ENSURE THAT PROGRAMMATIC OBJECTIVES ARE APPROPRIATELY ATTAINED, AND THAT EXPENDITURES QUALIFY FOR REIMBURSEMENT UNDER THE GRANT. UJA-FEDERATION STAFF MEMBERS REVIEW THE REPORTS TO ENSURE APPROPRIATE USE OF THE FUNDS AND TO ASSESS IF GOALS WERE ACHIEVED. FINAL PAYMENTS ARE RELEASED TO THE GRANTEES ACCORDINGLY. (CONTINUED IN PART IV) SCHEDULE I, PART I, LINE 2, PROCEDURES FOR MONITORING THE USE OF DOMESTIC GRANT FUNDS (CONTINUED): UJA-FEDERATION ALSO PROVIDES CORE OPERATING SUPPORT (UNRESTRICTED) GRANTS TO VARIOUS NETWORK AGENCIES. THE ORGANIZATION CONDUCTS A PERIODIC REVIEW OF THESE AGENCIES AND REQUIRES COMPLETION OF AN AGENCY ACCOUNTABILITY GUIDELINES SURVEY REGARDING BEST PRACTICES. SCHEDULE I, PART II, GRANTS TO THE JEWISH FEDERATIONS OF NORTH AMERICA: UJA-FEDERATION REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. JFNA IS THE UMBRELLA ORGANIZATION FOR DOMESTIC JEWISH FEDERATIONS AND IS THE PRINCIPAL VEHICLE THROUGH WHICH UJA-FEDERATION DISTRIBUTES FUNDS FOR OVERSEAS PROGRAM ACTIVITIES. DISTRIBUTIONS BY JFNA GO PRIMARILY TO THE JEWISH AGENCY FOR ISRAEL AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC. JFNA FILES A SEPARATE FORM 990 AND REPORTS THE DETAIL OF OVERSEAS GRANTS ON SCHEDULE F. ORGANIZATIONS RECEIVING FUNDS FROM JFNA UTILIZE SUCH FUNDS FOR ACTIVITIES AND PROGRAMS THAT SUPPORT UJA-FEDERATION'S CHARITABLE PURPOSES. THE FOLLOWING IS A LISTING OF $10,854,000 OF TARGETED GRANTS MADE THROUGH JFNA: ALUMA - $180,000 AMCHA-NATIONAL ISRAELI CENTER FOR PSYCHOSOCIAL SUPPORT OF SURVIVORS - $298,000 ASSOCIATION FOR SPIRITUAL CARE IN ISRAEL - $75,000 ASSOCIATION NEHORA TALMEI AVRAHAM - $100,000 AVI HAYISHUV COMMUNITY RABBINICS PROGRAM - $242,000 BARZILAI MEDICAL CENTER - $50,000 BEIT MORASHA OF JERUSALEM - $100,000 BINA - $130,000 CHAIM SHEBA MEDICAL CENTER AT TEL HASHOMER - $25,000 DAVIDSON INSTITUTE OF SCIENCE EDUCATION AT THE WEIZMANN INSTITUTE OF SCIENCE - $200,000 DESERT STARS - $150,000 EDUCATION, CULTURE AND NEIGHBORHOOD RENEWAL COMPANY IN TEL AVIV - $62,000 ELUL V'ELU - $73,000 FEUERSTEIN INSTITUTE-INTERNATIONAL CENTER FOR ENHANCEMENT OF LEARNING POTENTIAL - $55,000 FREDDIE KRIVINE FOUNDATION - $10,000 GESHER EDUCATIONAL AFFILIATES - $250,000 HAMIDRASHA, EDUCATIONAL CENTER FOR THE RENEWAL OF JEWISH LIFE IN ISRAEL - $125,000 HASHGACHA PRATIT - $50,000 HATNUA HAYERUSHALMIT - $175,000 HAVERUT - $50,000 HEBREW UNIVERSITY OF JERUSALEM - $150,000 ILAN - ISRAEL SPORT CENTER FOR THE DISABLED - $10,000 INJAZ CENTER FOR PROFESSIONAL ARAB LOCAL GOVERNANCE - $100,000 INTERDISCIPLINARY CENTER (IDC) HERZLIYA - $25,000 ISRAAID: THE ISRAEL FORUM FOR INTERNATIONAL HUMANITARIAN AID - $2,000 ISRAEL HOFSHEET - $170,000 ISRAEL TRAUMA COALITION - $346,000 ISRAEL VENTURE NETWORK - $28,000 ITIM: THE JEWISH LIFE INFORMATION CENTER - $200,000 JERUSALEM INSTITUTE FOR ISRAEL STUDIES - $100,000 JERUSALEM INTER-CULTURAL CENTER - $125,000 JERUSALEM OPEN HOUSE - $18,000 JEWISH FEDERATIONS OF NORTH AMERICA (PRIMARILY UKRAINE ASSISTANCE AND ISRAEL TERROR RELIEF) - $480,000 KAV MASHVEH - $150,000 KEREN KEHILLOT - $75,000 KEREN KOBY MANDELL - $36,000 KESHER - $33,000 KOL ISRAEL HAVERIM- ALLIANCE: THE CENTER FOR JEWISH SOCIAL LEADERSHIP - $165,000 LEKET ISRAEL - $175,000 LEND A HAND TO A SPECIAL CHILD - $50,000 LONE SOLDIER CENTER IN MEMORY OF MICHAEL LEVIN - $75,000 MA'ASE CENTER ASSOCIATION - $50,000 MACHSHAVA TOVA - $10,000 MAPAT - TEACHING CENTER FOR EDUCATIONAL PROGRAM - $50,000 NEEMANEI TORA VEAVODA - $75,000 NEVE YERUSHALAYIM - $18,000 OLIM BEYAHAD - $225,000 ORANIM ACADEMIC COLLEGE - $230,000 PANIM: FOR JEWISH RENAISSANCE IN ISRAEL - $90,000 PRESENTENSE ISRAEL - $100,000 PROJECT KESHER ISRAEL - $30,000 RAMBAM MEDICAL CENTER, HEALTH CARE CAMPUS - $55,000 RASHI FOUNDATION - $100,000 REUT INSTITUTE - $240,000 RUACH CHADASHA (NEW SPIRIT) - $150,000 SAPIR ACADEMIC COLLEGE - $40,000 SARAH HERZOG HOSPITAL - EZRATH NASHIM - $38,000 SCHECHTER INSTITUTE OF JEWISH STUDIES - $35,000 SHAARE ZEDEK MEDICAL CENTER, CANCER MEDICINE DEPARTMENT - $95,000 SHAHAF FOUNDATION - $150,000 SHALOM HARTMAN INSTITUTE - $187,000 SHE'ARIM - THE ASSOCIATION FOR EMPOWERING JEWISH RENEWAL IN ISRAEL - $100,000 SHEATUFIM - $365,000 SIKKUY: THE ASSOCIATION FOR THE ADVANCEMENT OF CIVIC EQUALITY - $100,000 SOCIAL GUARD - $100,000 SOCIETY FOR ADVANCEMENT OF EDUCATION, JERUSALEM - $150,000 TEVA IVRI - $79,000 THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC. - $500,000 THE ASSOCIATION FOR THE ADVANCEMENT OF YOUTH SOCCER- $10,000 THE EDEN CENTER - $62,000 THE ETGARIM ASSOCIATION - $10,000 THE ISRAEL ASSOCIATION OF COMMUNITY CENTERS, LTD. - $120,000 THE JEWISH AGENCY FOR ISRAEL - $766,000 THE JOINT COUNCIL OF PRE-ARMY LEADERSHIP DEVELOPMENT PROGRAMS - $222,000 THE KEMACH FOUNDATION - $270,000 THE NATIONAL COUNCIL OF MISSION-DRIVEN COMMUNITIES IN ISRAEL - $75,000 TISHKOFET - $198,000 TSOFEN HIGH TECHNOLOGY CENTERS - $70,000 VALUE SPORTS - $75,000 WORKING AND STUDYING YOUTH - $150,000 WORLD CONFEDERATION OF JEWISH COMMUNITY CENTERS - $19,000 WORLD ORT - $400,000 YAHALOM - PARENTS AND CHILDREN STUDY TOGETHER - $57,000 YEDIDIM FOR YOUTH AND SOCIETY - $75,000 X X X X X X 0 1 0 0 0 0 0 0 0 ERIC S GOLDSTEIN CHIEF EXECUTIVE OFFICER 524000 0 0 0 6000 0 162000 0 40000 0 732000 0 0 0 IRVIN A ROSENTHAL CHIEF FINANCIAL OFFICER 398000 0 0 0 328000 0 109000 0 42000 0 877000 0 316000 0 ELLEN R ZIMMERMAN SECRETARY/GEN'L COUNSEL & 302000 0 0 0 5000 0 64000 0 40000 0 411000 0 0 0 MARK MEDIN EXEC. VICE PRESIDENT - FRD 430000 0 0 0 3000 0 40000 0 39000 0 512000 0 0 0 ALISA RUBIN KURSHAN EXEC. VICE PRESIDENT 323000 0 0 0 3000 0 5000 0 41000 0 372000 0 0 0 STUART TAUBER VICE PRESIDENT, REGIONS 246000 0 0 0 4000 0 32000 0 41000 0 323000 0 0 0 ELANA BROITMAN SENIOR VICE PRESIDENT 175000 0 0 0 1000 0 1000 0 32000 0 209000 0 0 0 COLIN AMBROSE CHIEF INVESTMENT OFFICER 385000 0 296000 0 2000 0 5000 0 22000 0 710000 0 0 0 DEVANA COHEN DIRECTOR, INVESTMENTS 218000 0 81000 0 0 0 2000 0 13000 0 314000 0 0 0 LAWRENCE SWILLING CONTROLLER 274000 0 0 0 4000 0 37000 0 18000 0 333000 0 0 0 JENNIFER GROSS VICE PRESIDENT 253000 0 0 0 1000 0 2000 0 6000 0 262000 0 0 0 WILLIAM SAMERS VICE PRESIDENT 240000 0 0 0 1000 0 7000 0 41000 0 289000 0 0 0 JOHN SRUSKAY EXEC. VICE PRES. & CEO (FORMER) 164000 0 0 0 0 0 0 0 0 0 164000 0 0 0 PART I, LINE 4B SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PARTICIPATION- ERIC S. GOLDSTEIN - $159,000 ACCRUED DURING THE PERIOD JULY 1,2015-JUNE 30,2016. MR. GOLDSTEIN MUST REMAIN IN THE EMPLOY OF UJA-FEDERATION UNTIL JANUARY 15, 2020 OR EARLIER IN THE EVENT OF DEATH, DISABILITY OR INVOLUNTARY SEPARATION OF SERVICE FROM UJA-FEDERATION. OTHER EMPLOYEES: THE FOLLOWING EMPLOYEES MUST REMAIN IN THE EMPLOY OF UJA-FEDERATION UNTIL AGE 65 TO REALIZE THE FOLLOWING BENEFITS ACCRUED DURING THE PERIOD JULY 1, 2015-JUNE 30, 2016: ELLEN R. ZIMMERMAN - $35,000 MARK MEDIN - $32,000 PART II, LINE 2: MR. ROSENTHAL'S BASE COMPENSATION INCLUDED ON FORM W-2 FOR THE 2015 CALENDAR YEAR WAS $398,000. MR. ROSENTHAL PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN (THE PLAN) UNDER INTERNAL REVENUE CODE SECTION 457(F). UNDER THE PLAN, MR. ROSENTHAL ACCRUED SUPPLEMENTAL RETIREMENT BENEFITS THAT VESTED WHEN HE REACHED 65, PROVIDED HE WAS THEN EMPLOYED BY UJA-FEDERATION. THE COST OF THE EXPECTED BENEFIT WAS ACCRUED EACH YEAR ON A GAAP BASIS AND REFLECTED IN UJA-FEDERATION'S AUDITED FINANCIAL STATEMENTS AND FORM 990 FILINGS AND WAS REFLECTED IN MR. ROSENTHAL'S COMPENSATION AS REPORTED IN THOSE FORM 990 FILINGS. HAVING SATISFIED THE PLAN'S AGE AND EMPLOYMENT REQUIREMENTS IN SEPTEMBER 2015, MR. ROSENTHAL'S BENEFIT VESTED AND THE ACTUARIALLY CALCULATED TAXABLE BENEFIT OF $316,000 WAS INCLUDED IN HIS FORM W-2 FOR CALENDAR YEAR 2015. UNDER THE TERMS OF THE PLAN, MR. ROSENTHAL RECEIVED AN INITIAL DISTRIBUTION OF $167,000 IN NOVEMBER 2015, REPRESENTING THE INCOME AND PAYROLL TAXES DUE ON THE VESTED BENEFIT. THE REMAINING BENEFIT, INCLUDING FUTURE ACCRUALS TO BE EARNED UNDER THE PLAN, WILL BE PAID TO MR. ROSENTHAL AT THE TERMINATION OF EMPLOYMENT BY UJA-FEDERATION, EXCEPT THAT THE INCOME AND PAYROLL TAXES DUE ON SUCH FUTURE ACCRUALS WILL BE PAID ANNUALLY. A NYC INDUSTRIAL DEVELOPMENT AGENCY 132906040 649438JF6 2012-05-30 25382000 CURRENT REFUNDING ISSUE 0 0 0 B BUILD NYC RESOURCE CORP 454040561 12008ECW4 2014-08-14 31258000 CURRENT REFUNDING ISSUE 0 0 0 A 25382000 382000 1 0 1 1 B 31258000 563000 14000 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 A 0 B 0 APOLLO REAL EST ADVISORS DIR.MACK>5%INTEREST 1594000 SEE PART V BELOW 0 THE JEWISH WEEK COMMON DIR B.GOLD 532000 PRINT MEDIA 0 PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: APOLLO REAL ESTATE ADVISORS - TRANSACTIONS PERTAINED TO DISTRIBUTIONS ($1,594,000) RELATED TO THE ORGANIZATION'S INVESTMENT IN APOLLO REAL ESTATE FUND III, L.P AND APOLLO EUROPEAN REAL ESTATE INVESTMENT FUND III, L.P. ALL TRANSACTIONS WERE APPROVED BY THE INDEPENDENT INVESTMENT COMMITTEE OF UJA-FEDERATION. X 363 6533000 SELLING PRICE X ISRAEL BONDS 24 2053000 FACE VALUE 0 1 1 PART I, LINE 32B: PART I: THE ORGANIZATION UTILIZES INDEPENDENT BROKERS TO SELL SECURITIES CONTRIBUTED TO THE ORGANIZATION. FORM 990, PART VI SECTION A, LINE 9: ELANA BROITMAN 435 EAST 65TH STREET, #14B NEW YORK, NY 10065 ALISA RUBIN KURSHAN 277 WEST END AVENUE NEW YORK, NY 10023 FORM 990, PART VI, SECTION A, LINE 2 FAMILY AND BUSINESS RELATIONSHIPS AMONG OFFICERS, DIRECTORS AND KEY EMPLOYEES: KAREN R. ADLER, DIRECTOR AND LAURENCE GREENWALD, DIRECTOR - FAMILY RELATIONSHIP MORRIS BAILEY, DIRECTOR AND JOSEPH L. JEROME, DIRECTOR - FAMILY RELATIONSHIP BRETT H. BARTH, DIRECTOR AND NATALIE W. BARTH, DIRECTOR - FAMILY RELATIONSHIP GARY CLAAR, DIRECTOR AND LOIS KOHN-CLAAR, DIRECTOR - FAMILY RELATIONSHIP CAROL H. CORBIN, DIRECTOR AND LESLIE GOLDBERG, DIRECTOR - FAMILY RELATIONSHIP DEBBIE COSGROVE, DIRECTOR AND RABBI ELLIOT J. COSGROVE, DIRECTOR - FAMILY RELATIONSHIP JACOB W. DOFT, DIRECTOR AND SUZANNE W. DOFT, DIRECTOR - FAMILY RELATIONSHIP LESLEY GOLDWASSER, DIRECTOR AND JONATHAN PLUTZIK, DIRECTOR - FAMILY RELATIONSHIP MARILYN GOTTLIEB, DIRECTOR AND BRYCE MARKUS, DIRECTOR - FAMILY RELATIONSHIP STEVEN PRICE, DIRECTOR AND TINA PRICE, DIRECTOR - FAMILY RELATIONSHIP DAVID SILVERS, DIRECTOR AND PATRICIA B. SILVERS, DIRECTOR - FAMILY RELATIONSHIP JEFFREY M. STERN, DIRECTOR AND PETER STERN, DIRECTOR - FAMILY RELATIONSHIP JOSEPH S. ALLERHAND, DIRECTOR AND RONIT J. BERKOVICH, DIRECTOR - BUSINESS RELATIONSHIP WILLIAM L. MACK, DIRECTOR AND DAVID SILVERS, DIRECTOR - BUSINESS RELATIONSHIP GARY CLAAR, DIRECTOR AND MICHAEL OLSHAN, DIRECTOR - BUSINESS RELATIONSHIP ALAN S. BERNIKOW, DIRECTOR AND WILLIAM L. MACK, DIRECTOR - BUSINESS RELATIONSHIP GREGORY S. LYSS, DIRECTOR AND DAVID L. MOORE, DIRECTOR - BUSINESS RELATIONSHIP JOSEPH L. JEROME, DIRECTOR AND MORRIS BAILEY, DIRECTOR - BUSINESS RELATIONSHIP JACOB W. DOFT, DIRECTOR AND COVERED PERSON(S) - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11 DESCRIPTION OF PROCESS FOR REVIEW OF FORM 990: INITIALLY, FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD AND RECOMMENDED FOR APPROVAL BY THE EXECUTIVE COMMITTEE. THE DRAFT DOCUMENT IS THEN DISTRIBUTED TO, REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. AFTER OBTAINING EXECUTIVE COMMITTEE APPROVAL, FORM 990 IS DISTRIBUTED ELECTRONICALLY TO ALL BOARD MEMBERS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C UJA-FEDERATION'S STANDARDS & CONFLICTS COMMITTEE MONITORS AND ENFORCES COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. IN ADDITION, UJA-FEDERATION'S ETHICAL GUIDELINES OUTLINE PROCEDURES FOR ENFORCEMENT IN INSTANCES WHERE CONFLICTS OF INTEREST EXIST. FORM 990, PART VI, SECTION B, LINE 15 PURSUANT TO ITS BYLAWS, UJA-FEDERATION HAS A COMPENSATION COMMITTEE, COMPOSED OF INDEPENDENT OFFICERS OF THE ORGANIZATION. THE COMMITTEE REVIEWS AND APPROVES THE COMPENSATION OF THE MOST HIGHLY COMPENSATED EXECUTIVES OF UJA-FEDERATION. THE COMPENSATION COMMITTEE RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE COMPARABILITY DATA FOR ITS CONSIDERATION IN ORDER TO DEMONSTRATE THE REASONABLENESS OF THE RECOMMENDED COMPENSATION FOR THE SENIOR EXECUTIVES OF UJA-FEDERATION. THE DELIBERATIONS OF THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY RECORDED IN MINUTES OF THE COMMITTEE; THOSE MINUTES ARE CIRCULATED TO THE COMMITTEE MEMBERS AND APPROVED BY A VOTE OF THE MEMBERS OF THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 UJA-FEDERATION'S CONFLICT OF INTEREST POLICY, ETHICAL GUIDELINES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON ITS WEBSITE AND BY REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VII, COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES - AVERAGE HOURS PER WEEK: LAY LEADERSHIP DEVOTES A SIGNIFICANT AMOUNT OF TIME TO THE AFFAIRS OF UJA-FEDERATION. AS THE ORGANIZATION DOES NOT MAINTAIN A SYSTEM FOR TRACKING VARIOUS HOURS WORKED BY THESE NON-COMPENSATED INDIVIDUALS, NO AVERAGE HOURS PER WEEK WERE INDICATED FOR THESE LISTED DIRECTORS AND/OR OFFICERS. FOR COMPENSATED PROFESSIONAL STAFF LISTED AS OFFICERS, KEY EMPLOYEES, OR HIGHEST COMPENSATED EMPLOYEES, AVERAGE HOURS PER WEEK WERE BASED UPON THE ORGANIZATION'S STANDARD OF 35 HOURS PER WEEK FOR PAYROLL REPORTING PURPOSES. THESE INDIVIDUALS ARE SALARIED EMPLOYEES AND ARE NOT REQUIRED TO MAINTAIN OR SUBMIT TIME SHEETS, ALTHOUGH ALL OF THEM IN FACT WORK IN EXCESS OF 35 HOURS PER WEEK. FORM 990, PART XI, LINE 9: IMPUTED RENTAL INCOME 15,869,000. POSTRETIREMENT BENEFIT CHANGES NOT INCLUDED IN NET PERIODIC BENEFIT COST -21,000. UJA-FED PROPERTIES INC 130 EAST 59TH STREET NEW YORK NY 10022 134043266 REAL ESTATE HOLDING COMPANY NY 501(C)(2) UJA-FEDERATION 1 U F PROPERTY CORP 130 EAST 59TH STREET NEW YORK NY 10022 510188274 REAL ESTATE HOLDING COMPANY NY 501(C)(2) UJA-FEDERATION 1 FEDERATION THRIFT SHOP INC 130 EAST 59TH STREET NEW YORK NY 10022 132854418 PUBLIC CHARITY NY 501(C)(3) SCHEDULE A, LINE 9 UJA-FEDERATION 1 JEWISH COMMUNAL FUND 575 MADISON AVENUE NEW YORK NY 10022 237174183 PUBLIC CHARITY NY 501(C)(3) SCHEDULE A, LINE 7 SEE SCHEDULE R PART VII 1 THE CAROLINE AND JOSEPH S GRUSS LIFE MONUMENT FUNDS INC 45 BROADWAY SUITE 3050 NEW YORK NY 10006 133573461 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11B SEE SCHEDULE R PART VII 1 BLAU FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133386869 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE DANIEL AND THALIA FEDERBUSH SUPPORTING FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133386873 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 JEREMIAH KAPLAN FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133386871 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 SAUL & IRIS KATZ FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133652757 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 LEVY FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133499576 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 CHUCK GOLDMAN FAMILY SUPPORTING FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133458302 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE ELEANOR ADAM AND MEL DUBIN FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133863354 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE ROBERT & MARILYN FRIEDSON FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133801041 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE SIDNEY & MIRIAM LOEWY FRIEND FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133801851 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE WILLIAM AND ELEANOR GREENBLATT FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133792270 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE JOAN AND JEROME R JAKUBOVITZ FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133797217 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE DORIS AND ISAAC MOINESTER FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133797662 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE OSTROVER FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133707176 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE RICHARD C & LISA N PERRY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133864962 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE PJ FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133864963 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE SELTZER FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133799971 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE JEANNETTE R & SIDNEY L SOLOMON FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133852165 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE SHELBY M TAUBER SUPPORTING FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133826269 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE JOEL & ORA BENTON MONROE BENTON MEMORIAL FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133927715 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE MARC & HARRIET SUVALL FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133978407 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE ROSE & ISIDOR NAGOR & ANNETTE & ABRAHAM LEVINE FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133925666 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE CASLOW FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 134008908 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE FRIDSON FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 134082250 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE BUNIM FUND 130 EAST 59TH STREET NEW YORK NY 10022 134091263 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE FREDMAN LICHTENSTEIN FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 134131687 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE KROLL KIDS FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 800005380 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 DAVID AND JUDY FLEISCHER FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 030433540 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE ERIC & TAMAR GOLDSTEIN FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 161647207 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE TAMEAD FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 562305424 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE WANDERER FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 593814958 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE ACKMAN FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 562589000 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE 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EAST 59TH STREET NEW YORK NY 10022 137066192 CHARITABLE REMAINDER TRUST NY N/A T 48000 0.54920 1 THE RF 575 CRAT DATED 08252004 130 EAST 59TH STREET NEW YORK NY 10022 206327605 CHARITABLE REMAINDER TRUST NY N/A T 252000 0.54840 1 JH & H 7 PL II 130 EAST 59TH STREET NEW YORK NY 10022 137056039 CHARITABLE REMAINDER TRUST NY N/A T 53000 0.53330 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 THE CAROLINE & JOSEPH S GRUSS LIFE MONUMENT FUNDS INC B 3506000 GRANTS MADE JEWISH COMMUNAL FUND B 121000 GRANTS MADE JEWISH COMMUNAL FUND C 15968000 GRANTS RECEIVED THE JOEL & ORA BENTON MONROE BENTON MEMORIAL FOUNDATION C 811000 GRANTS RECEIVED THE RICHARD C & LISA N PERRY FOUNDATION C 175000 GRANTS RECEIVED FLEISCHER FOUNDATION C 115000 GRANTS RECEIVED THE TAMEAD FOUNDATION C 75000 GRANTS RECEIVED JAKUBOVITZ FOUNDATION C 72000 GRANTS RECEIVED THE ERIC & TAMAR GOLDSTEIN FOUNDATION C 63000 GRANTS RECEIVED NETWORK ADVANTAGE INSURANCE LTD F 791000 DIVIDENDS RECEIVED JEWISH COMMUNAL FUND Q 2513000 ACTUAL EXPENSE AMOUNTS JEWISH WOMEN'S FOUNDATION OF NEW YORK INC Q 404000 ACTUAL EXPENSE AMOUNTS UJA-FED PROPERTIES INC R 625000 ACTUAL CASH TRANSFERS JEWISH WOMEN'S FOUNDATION OF NEW YORK INC R 183000 ACTUAL CASH TRANSFERS JEWISH COMMUNAL FUND S 1597000 ACTUAL CASH TRANSFERS UJA-FED PROPERTIES INC S 1500000 ACTUAL CASH TRANSFERS THE RICHARD C & LISA N PERRY FOUNDATION S 1100000 ACTUAL CASH TRANSFERS SCHEDULE R, PART II, COLUMN (F) - DIRECT CONTROLLING ENTITY THE RELATED TAX-EXEMPT ORGANIZATIONS IN PART II INCLUDE THE JEWISH COMMUNAL FUND ("JCF"), A DONOR ADVISED FUND OF WHICH UJA-FEDERATION IS THE SOLE MEMBER, THE CAROLINE AND JOSEPH S. GRUSS LIFE MONUMENT FUNDS ("GRUSS FUNDS"), AND 34 OTHER SUPPORTING ORGANIZATIONS. ALTHOUGH JCF, THE GRUSS FUNDS, AND THE OTHER 34 SUPPORTING ORGANIZATIONS MEET THE DEFINITION OF A CONTROLLED ENTITY UNDER INTERNAL REVENUE CODE SECTION 512(B)(13),UJA FEDERATION, JCF, AND THE GRUSS FUNDS DO NOT BELIEVE THAT THE ASSETS OF JCF AND THE GRUSS FUNDS ARE AVAILABLE TO MEET THE OBLIGATIONS OF UJA-FEDERATION. SIMILARLY, ATLTHOUGH UJA-FEDERATION NAMES A MAJORITY OF THE DIRECTORS OF EACH OF THE 34 OTHER SUPPORTING ORGANIZATIONS AND ALTHOUGH UJA-FEDERATION AND ITS NETWORK AGENCIES RECEIVED APPROXIMATELY 39.1% AND 6.4%, RESPECTIVELY, OF THE TOTAL GRANTS MADE BY THESE SUPPORTING ORGANIZATIONS DURING THE FIVE YEAR PERIOD ENDED JUNE 30, 2016, THE DIRECTORS OF THE SUPPORTING ORGANIZATIONS HAVE AN INDEPENDENT FIDUCIARY DUTY TO THE ORGANIZATIONS. AS A RESULT, UJA-FEDERATION BELIEVES THAT THE ASSETS OF THESE SUPPORTING ORGANIZATIONS ARE NOT AVAILABLE TO MEET THE OBLIGATIONS OF UJA-FEDERATION.