2016-05-12T09:59:32-05:00 2015-06-30 990 2014-07-01 510172429 UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC UNIT 2128361327 130 EAST 59TH STREET NEW YORK NY 100221302 LAWRENCE SWILLING CONTROLLER 2128361327 2016-05-12 2014 2016-08-17 19:52:53Z UJA-FEDERATION OF NEW YORK INC ERIC S GOLDSTEIN 130 EAST 59TH STREET NEW YORK NY 10022 733773000 0 X WWW.UJAFEDNY.ORG X 1975 NY REFER TO FORM 990, PART III, LINE 1 162 159 504 4000 323000 -25844 167268000 179938000 322000 458000 76777000 37278000 -3049000 -2386000 241318000 215288000 149234000 162175000 0 0 43394000 46686000 0 0 28332000 26577000 33722000 219205000 242583000 22113000 -27295000 1382638000 1370987000 196328000 210400000 1186310000 1160587000 X UJA-FEDERATION (UJA) CARES FOR PEOPLE IN NEED, INSPIRES A PASSION FOR JEWISH LIFE AND LEARNING AND STRENGTHENS JEWISH COMMUNITIES IN NEW YORK, IN ISRAEL, AND AROUND THE WORLD.(CONTINUED)UJA-FEDERATION OF NEW YORK CARES FOR JEWS EVERYWHERE AND NEW YORKERS OF ALL BACKGROUNDS, RESPONDS TO CRISES CLOSE TO HOME AND FAR AWAY, AND SHAPES THE JEWISH FUTURE. UJA PROVIDES GRANTS TO A NETWORK OF NEARLY 100 HEALTH, HUMAN-SERVICE, EDUCATIONAL, AND COMMUNITY-BUILDING NONPROFITS AND TO DOZENS OF OTHER GRASSROOTS ORGANIZATIONS. UJA'S GOVERNMENT ADVOCACY PROVIDES MILLIONS OF DOLLARS FOR A NETWORK OF NONPROFITS, BENEFITING NEW YORKERS IN NEED. UJA DELIVERS STRATEGIC SOLUTIONS TO EMERGING ISSUES AFFECTING THE JEWISH COMMUNITY BY DRAWING ON CUTTING-EDGE RESEARCH AND CONVENING EXPERTS ACROSS DISCIPLINES. WITH PROVEN PLANNING EXPERTISE AND A REACH THAT EXTENDS FROM NEW YORK TO ISRAEL TO 70 COUNTRIES AROUND THE WORLD, UJA CAN QUICKLY MOBILIZE TO OFFER A JEWISH RESPONSE TO HUMANITARIAN CRISES. 0 0 88974000 76668000 CARING FOR PEOPLE IN NEED AND RESPONDING TO CRISIS: UJA-FEDERATION ALLOCATES FUNDS TO SUPPORT NONPROFITS AND PROGRAMS THAT PROVIDE CRITICAL AID AND SERVICES TO HUNDREDS OF THOUSANDS OF PEOPLE A 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. UJA-SUPPORTED NONPROFITS PROVIDE SERVICES THAT INCLUDE HOUSING, MEDICAL CARE, END-OF-LIFE AND PALLIATIVE CARE, MENTAL HEALTH COUNSELING, EDUCATION, FOOD PROGRAMS, VOCATIONAL EDUCATION AND GUIDANCE, TRAUMA RELIEF, AND CITIZENSHIP AND ACCULTURATION SKILLS. UJA ALSO PROMOTES VOLUNTEERISM, (CONTINUED ON SCHEDULE O, PAGE 91)(CONTINUED)SUPPORTING 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 THAT PROVIDE BASIC HUMAN SERVICES; ENABLE IMMIGRATION IS ISRAEL; AND PROMOTE JEWISH IDENTITY IN 70 COUNTRIES AROUND THE WORLD.IN TIMES OF NATURAL DISASTER OR A TRAGIC EVENT, UJA, THROUGH A NETWORK OF NONPROFITS, IS AT THE FOREFRONT OF RESPONDING TO CRISES. DURING THE 50-DAY WAR IN ISRAEL IN THE SUMMER OF 2014, UJA PROVIDED FUNDS TO THE JEWISH AGENCY, JDC, AND THE ISRAEL TRAUMA COALITION (ITC) THAT MADE IT POSSIBLE TO EQUIP BOMB SHELTERS, DELIVER MEALS TO THE HOMEBOUND AND ELDERLY, SUPPLY MEDICAL EQUIPMENT, BUS CHILDREN IN THE HARDEST-HIT AREAS FOR DAYS OF RESPITE, SUPPORT TRAUMA RELIEF HOTLINES, AND PROVIDE LOANS TO SMALL AND MEDIUM SIZED BUSINESSES TO REVITALIZE THE ECONOMY. IN RESPONSE TO THE TERROR ATTACKS IN PARIS, UJA PROVIDED FUNDS TO SUPPORT INCREASED SECURITY MEASURES, PSYCHO-SOCIAL COUNSELING, ASSISTANCE TO THE LEADING WELFARE AGENCY FOR THE JEWISH COMMUNITY, AND RESOURCES FOR JEWISH SCHOOLS. IN UKRAINE, UJA SUPPORT AIDED THE INTERNALLY DISPLACED AND ENABLED IMMIGRATION TO ISRAEL. 99232000 85507000 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. THROUGH A COMMITMENT TO EDUCATION AND LIFELONG LEARNING, UJA PROVIDES SUPPORT FOR INFORMAL AND FORMAL JEWISH EDUCATIONAL PROGRAMS FOR BOTH CHILDREN AND ADULTS IN THE NEW YORK AREA. BECAUSE LEARNING TAKES PLACE (CONTINUED ON SCHEDULE O, PAGE 92)(CONTINUED)IN AND OUT OF THE CLASSROOM, UJA PROVIDES SCHOLARSHIP FUNDS TO JEWISH DAY SCHOOLS, ISRAEL EXPERIENCES PROGRAMS, AND JEWISH SUMMER CAMPS. TO ENSURE JEWISH DAY SCHOOL TEACHERS AND ADMINISTRATORS RECEIVE SOLID BENEFITS, UJA, THROUGH THE FUND FOR JEWISH EDUCATION, FUNDS MEDICAL AND PENSION BENEFITS FOR EDUCATORS IN NEARLY 200 JEWISH DAY SCHOOLS IN THE NEW YORK AREA. 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 AND JDC. 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. 188206000 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 1 619 0 1 504 1 1 1 1 BD 0 0 0 1 1 1 20 0 0 0 X 162 159 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X LAWRENCE SWILLING CONTROLLER 2128361327 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 JOHN A HERRMANN JR 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 FREDRIC W YERMAN COMMISSION CHAIR/DIRECTOR 0.00 X X 0 0 0 JEFFREY A SCHOENFELD CAMPAIGN CHAIR/DIRECTOR 0.00 X X 0 0 0 JEFFREY M STERN 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/DIR 0.00 X 0 0 0 AMY A B BRESSMAN 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 JANE ALPERT 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 BRETT H BARTH 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 JOEL BECKMAN 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 THOMAS BLUMBERG 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 ELLEN B BROWN DIRECTOR 0.00 X 0 0 0 SANDRA F CAHN DIRECTOR 0.00 X 0 0 0 KENNETH W CAPPELL DIRECTOR 0.00 X 0 0 0 CAROL H CORBIN 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 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 YALE M FERGANG DIRECTOR 0.00 X 0 0 0 MICHAEL E FOREMAN DIRECTOR 0.00 X 0 0 0 FELIKS FRENKEL DIRECTOR 0.00 X 0 0 0 JAY M FURMAN 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 LESLEY GOLDWASSER DIRECTOR 0.00 X 0 0 0 LAWRENCE C GOTTLIEB DIRECTOR 0.00 X 0 0 0 MARILYN GOTTLIEB DIRECTOR 0.00 X 0 0 0 JUSTIN H GREEN DIRECTOR 0.00 X 0 0 0 CLIFFORD GREENBERG 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 ARTHUR HERSHAFT DIRECTOR 0.00 X 0 0 0 NANCY HIRSCHTRITT 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 LIZ JAFFE 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 LINDA JESSELSON DIRECTOR 0.00 X 0 0 0 STEPHANIE R JOSEPH 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 RABBI YAAKOV KERMAIER 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 LYNNE G KOEPPEL 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 NAOMI KRONISH 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 CAROL L LEVIN DIRECTOR 0.00 X 0 0 0 PAUL G LEVY DIRECTOR 0.00 X 0 0 0 MITCHELL LEWIS DIRECTOR 0.00 X 0 0 0 SAMUEL G LISS DIRECTOR 0.00 X 0 0 0 RABBI ALAN LUCAS 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 ANDREA S MARKEZIN-PRESS DIRECTOR 0.00 X 0 0 0 EDWARD A MERMELSTEIN DIRECTOR 0.00 X 0 0 0 ROBERT I MEYERS DIRECTOR 0.00 X 0 0 0 DAVID L MOORE DIRECTOR 0.00 X 0 0 0 BARRY G MOSS DIRECTOR 0.00 X 0 0 0 HARRIET S MOUCHLY-WEISS DIRECTOR 0.00 X 0 0 0 BARBARA G NOVICK 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 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 MINDY RICHENSTEIN 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 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 JILL ROSENBERG 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 BARBARA D SALMANSON 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 ANDREW SAUL DIRECTOR 0.00 X 0 0 0 WILLIAM H SCHRAG DIRECTOR 0.00 X 0 0 0 JODI J SCHWARTZ 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 STEPHEN D SHAPIRO DIRECTOR 0.00 X 0 0 0 SCOTT A SHAY DIRECTOR 0.00 X 0 0 0 ALEX I SHCHEGOL 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 TARA SLONE-GOLDSTEIN DIRECTOR 0.00 X 0 0 0 JILL W SMITH 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 STEPHANIE J STIEFEL DIRECTOR 0.00 X 0 0 0 JACKY TEPLITZKY DIRECTOR 0.00 X 0 0 0 LESLIE J TOPPER 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 VICKI WEINER DIRECTOR 0.00 X 0 0 0 ADAM WEISSENBERG DIRECTOR 0.00 X 0 0 0 ROBERT R WIENER DIRECTOR 0.00 X 0 0 0 ERIKA S WITOVER DIRECTOR 0.00 X 0 0 0 ARLENE T WITTELS DIRECTOR 0.00 X 0 0 0 SHAHRAM YAGHOUBZADEH DIRECTOR 0.00 X 0 0 0 JONATHON YORMAK DIRECTOR 0.00 X 0 0 0 JULIA E ZEUNER DIRECTOR 0.00 X 0 0 0 ERIC S GOLDSTEIN CEO (COMMENCED 7/1/14) 35.00 X 262000 0 176000 IRVIN A ROSENTHAL CHIEF FINANCIAL OFFICER 35.00 X 392000 0 118000 ELLEN R ZIMMERMAN SECRETARY/GEN'L COUNSEL & CCO 35.00 X 313000 0 77000 MARK MEDIN EXEC. VICE PRESIDENT - FRD 35.00 X 402000 0 74000 ALISA RUBIN KURSHAN EXEC. VICE PRESIDENT 35.00 X 314000 0 89000 STUART TAUBER VICE PRESIDENT, REGIONS 35.00 X 243000 0 58000 COLIN AMBROSE CHIEF INVESTMENT OFFICER 35.00 X 798000 0 33000 LAWRENCE SWILLING CONTROLLER 35.00 X 266000 0 73000 DEVANA COHEN DIRECTOR, INVESTMENTS 35.00 X 249000 0 12000 JENNIFER GROSS VICE PRESIDENT 35.00 X 240000 0 3000 WILLIAM SAMERS VICE PRESIDENT 35.00 X 234000 0 42000 JOHN SRUSKAY EXEC. VICE PRES. & CEO (FORMER) 35.00 X 726000 0 17000 ROBERTA LEINER SENIOR VICE PRESIDENT (FORMER) 35.00 X 295000 0 14000 4734000 0 786000 83 1 1 0 INTEGRIDATA BUSINESS & TECHNOLOGY SOLUTI 18 EAST 41ST STREET SUITE 2002 NEW YORK NY 10017 CONSULTANTS 1740000 FLIK INTERNATIONAL CORP PO BOX 91337 CHICAGO IL 60693 FOOD SERVICE PROVIDER 864000 FOREMOST RAM CATERERS INC 65 ANDERSON AVENUE MOONACHIE NJ 07074 FOOD SERVICE PROVIDER 681000 INTERNATIONAL SECURITY ASSOCIATES INC 301 EAST 62ND STREET NEW YORK NY 10021 SECURITY 657000 DA'AT (SUBSTANTIALLY ALL REIMBURSED) 147 WEST 35TH STREET NEW YORK NY 10001 MISSION TRAVEL 569000 37 28384000 20290000 131264000 11605000 179938000 TRUST FOR DISAB ADULTS 900099 329000 329000 PUBLIC POLICY SERVICES 900099 40000 40000 89000 89000 458000 934000 611000 323000 547822000 511478000 36344000 36344000 36344000 4344000 28384000 7007000 -2663000 -2663000 PENSION PLAN ADMIN FEE 561000 126000 126000 151000 151000 277000 215288000 37690000 323000 -2663000 158626000 158626000 2623000 2623000 926000 926000 3067000 1087000 931000 1049000 32373000 8893000 9153000 14327000 2103000 578000 595000 930000 6638000 1823000 1877000 2938000 2505000 688000 708000 1109000 300000 82000 85000 133000 371000 371000 94000 94000 6349000 6349000 3429000 2081000 685000 663000 735000 175000 157000 403000 2993000 822000 846000 1325000 884000 103000 589000 192000 3254000 826000 886000 1542000 1157000 318000 327000 512000 74000 20000 21000 33000 1936000 431000 656000 849000 3075000 946000 923000 1206000 525000 3000 520000 2000 BAD DEBT EXPENSE 5448000 5448000 SCHOLARSHIPS & TUITIONS 1260000 1260000 BANK & CREDIT CARD FEES 546000 546000 A/V SERVICES OUTSIDE 259000 71000 73000 115000 1033000 282000 293000 458000 242583000 188206000 26045000 28332000 24056000 16345000 38503000 41686000 56556000 68735000 5784000 5946000 2495000 1609000 81313000 18458000 63531000 62855000 497246000 501705000 546185000 517567000 26310000 25651000 121972000 128888000 1382638000 1370987000 14912000 19153000 14693000 13071000 57793000 55084000 54654000 66615000 54276000 56477000 196328000 210400000 X 568819000 540630000 372672000 370719000 244819000 249238000 1186310000 1160587000 1382638000 1370987000 X -27295000 -13728000 15300000 X 0 1 X 1 0 X 152562000 189539000 168819000 167268000 179938000 858126000 152562000 189539000 168819000 167268000 179938000 858126000 14780100 843345900 14024000 4568000 11636000 15230000 611000 46069000 1709000 1076000 466000 877000 323000 4451000 533000 743000 -1549000 -505000 277000 -501000 908145000 27142000 0.92860 0.91460 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3000 91000 94000 242489000 242583000 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 32000 36000 52000 94000 214000 250000 250000 250000 250000 1000000 1500000 1000 1000 2000 3000 7000 19 171000 793000 22311000 0 0 0 1 X 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 727477000 24807000 141139000 -55683000 -9113000 -645000 827982000 0.42000 0.26000 0.32000 0 0 1118000 1118000 74111000 16572000 57539000 6084000 1886000 4198000 62855000 MULTI-STRATEGY HEDGE FUNDS 195432000 F PRIVATE EQUITY/REAL-ESTATE 122645000 F INTEREST IN RELATED ORGANIZATIONS 42889000 C NON-PUBLIC EQUITIES 142232000 F STATE OF ISRAEL BONDS 14262000 C INTEREST IN OIL AND GAS PROPERTIES 107000 F 517567000 ASSETS HELD UNDER CHARITABLE TRUST AGREEMENTS 41821000 AMOUNTS HELD ON BEHALF OF OTHER AGENCIES 66615000 NON-DEPRECIABLE PROPERTY 9769000 INTERCOMPANY RECEIVABLES 5815000 CASH SURRENDER VALUE - LIFE INSURANCE 3632000 OTHER 1236000 128888000 LIABILITIES UNDER CHARITABLE TRUST AND ANNUITY AGREEMENTS 51488000 ACCRUED POSTRETIREMENT BENEFITS 4989000 56477000 X 211230000 -13728000 150000 15869000 2291000 208939000 6349000 6349000 215288000 236384000 150000 150000 236234000 6349000 6349000 242583000 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 740-10, INCOME TAXES - OVERALL, RELATING TO UNCERTAINTY IN INCOME TAXES. FOR UJA-FEDERATION, ASC 740-10 IS PRIMARILY APPLICABLE TO THE INCURRENCE OF UNRELATED BUSINESS INCOME TAX (UBIT) 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. 1 NORTH AMERICA 1 PROGRAM SERVICES INSURANCE SERVICES FOR NETWORK AGENCIES 6468000 MIDDLE EAST 1 5 PROGRAM SERVICES MONITORING OF GRANTS - REFER TO SCHEDULE F, PART V, SUPPLEMENTAL INFORMATION 697000 RUSSIA GRANTMAKING 926000 CARIBBEAN INVESTMENTS 261000000 1 6 0 0 1 6 269091000 0 269091000 RUSSIA SHAPING THE JEWISH FUTURE 926000 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. WALL STREET DINNER 3977000 3634000 343000 550000 10000 23000 INVESTMENT MGMT. DINNER 1914000 1882000 32000 94000 42000 97 25525000 22837000 2688000 20000 3685000 429000 435000 31416000 28353000 3063000 20000 4329000 439000 500000 5288000 -2225000 1 92ND STREET YM-YWHA 1395 LEXINGTON AVENUE NEW YORK NY 10128 131624229 501(C)3 765000 CARING / SHAPING THE JEWISH FUTURE AMEINU OUR PEOPLE 424 WEST 33RD STREET SUITE 150 NEW YORK NY 10001 300630338 501(C)3 15000 SHAPING THE JEWISH FUTURE AMERICAN FRIENDS OF BAR ILAN 160 EAST 56TH STREET NEW YORK NY 10022 136192275 501(C)3 152000 SHAPING THE JEWISH FUTURE AMERICAN FRIENDS OF TEL AVIV UNIVERSITY INC 39 BROADWAY SUITE 1510 NEW YORK NY 10006 131996126 501(C)3 15000 SHAPING THE JEWISH FUTURE AMERICAN JEWISH SOCIETY FOR SERVICE 10319 WESTLAKE DRIVE SUITE 193 BETHESDA MD 20817 136144216 501(C)3 81000 SHAPING THE JEWISH FUTURE AMERICAN JEWISH WORLD SERVICE 45 W 36TH STREET 10TH FLOOR NEW YORK NY 10018 222584370 501(C)3 125000 CARING ARDEN HEIGHTS-BOULEVARD JEWISH CENTER CONGREGATION ETZ CHAIM 1766 ARTHUR KILL ROAD STATEN ISLAND NY 10312 237325106 501(C)3 5000 SHAPING THE JEWISH FUTURE AUTISM SCIENCE FOUNDATION 28 WEST 39TH STREET NEW YORK NY 10018 264522309 501(C)3 10000 CARING AUTISM SOCIETY OF AMERICA INC 4340 EAST WEST HIGHWAY SUITE 350 BETHESDA MD 20814 521020149 501(C)3 92000 CARING BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER 15 NEIL COURT OCEANSIDE NY 11572 112002556 501(C)3 776000 CARING / SHAPING THE JEWISH FUTURE BERKSHIRE HILLS-EMANUEL CAMPS 49 WEST 38TH STREET 5TH FLOOR NEW YORK NY 10018 131739934 501(C)3 220000 SHAPING THE JEWISH FUTURE BETH ISRAEL MEDICAL CENTER 1ST AVENUE AT 16TH STREET NEW YORK NY 10003 135564934 501(C)3 185000 CARING BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33RD STREET FLOOR 7 NEW YORK NY 10016 134092050 501(C)3 155000 SHAPING THE JEWISH FUTURE BLOOMINGDALE SCHOOL OF MUSIC 323 WEST 108TH STREET NEW YORK NY 10025 132562192 501(C)3 25000 CARING BLYTHEDALE CHILDREN'S HOSPITAL 95 BRADHURST AVENUE VALHALLA NY 10595 131739922 501(C)3 15000 CARING BORO PARK YM & YWHA 4912 14TH AVENUE BROOKLYN NY 11219 111630917 501(C)3 383000 CARING / SHAPING THE JEWISH FUTURE BRONX HOUSE JEWISH COMMUNITY CENTER 990 PELHAM PARKWAY SOUTH BRONX NY 10461 131739935 501(C)3 299000 CARING / SHAPING THE JEWISH FUTURE BRONX JEWISH COMMUNITY COUNCIL 2930 WALLACE AVENUE BRONX NY 10467 132744533 501(C)3 274000 CARING BRONX-RIVERDALE YM-YWHA 5625 ARLINGTON AVENUE BRONX NY 10471 131740507 501(C)3 484000 1000 FMV IMPUTED INTEREST CARING / SHAPING THE JEWISH FUTURE BROOKLYN HEIGHTS SYNAGOGUE 131 REMSEN STREET BROOKLYN NY 11201 112404508 501(C)3 8000 CARING CAMP DORA GOLDING 5515 NEW UTRECHT AVENUE BROOKLYN NY 11219 136000413 501(C)3 72000 289000 APPRAISAL IMPUTED RENT SHAPING THE JEWISH FUTURE CARNEGIE HALL SOCIETY INC 881 SEVENTH AVENUE NEW YORK NY 10019 136136259 501(C)3 25000 CARING CAROLINE AND JOSEPH S GRUSS LIFE MONUMENT FUNDS INC 45 BROADWAY SUITE 3050 NEW YORK NY 10006 133573461 501(C)3 3647000 SHAPING THE JEWISH FUTURE CENTERLIGHT HEALTH SYSTEM 612 ALLERTON AVENUE BRONX NY 10467 131739920 501(C)3 129000 CARING CENTRAL QUEENS YM & YWHA 6709 108TH STREET FOREST HILLS NY 11375 111633509 501(C)3 757000 6000 FMV IMPUTED INTEREST CARING / SHAPING THE JEWISH FUTURE CLAL-THE NATIONAL JEWISH CENTER FOR LEARNING AND LEADERSHIP INC 440 PARK AVENUE SOUTH 4TH FLOOR NEW YORK NY 10016 237390358 501(C)3 38000 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 173000 CARING / SHAPING THE JEWISH FUTURE COMMUNITY ALLIANCE FOR JEWISH - AFFILIATED CEMETERIES (CAJAC) 360 HAMILTON AVE SUITE 1110 WHITE PLAINS NY 10601 562649778 501(C)3 80000 CARING CONGREGATION ANSCHE CHESED 25L WEST 100TH STREET NEW YORK NY 10025 131624204 501(C)3 6000 SHAPING THE JEWISH FUTURE CONGREGATION BEIT SIMCHAT TORAH 57 BETHUNE STREET NEW YORK NY 10014 237406899 501(C)3 14000 CARING / SHAPING THE JEWISH FUTURE CONGREGATION BETH ELOHIM 274 GARFIELD PLACE BROOKLYN NY 11215 111672755 501(C)3 100000 SHAPING THE JEWISH FUTURE CONGREGATION KOL AMI 252 SOUNDVIEW AVENUE WHITE PLAINS NY 10606 131739991 501(C)3 6000 SHAPING THE JEWISH FUTURE CONGREGATION MAGEN DAVID OF MANHATTAN 177 SULLIVAN STREET NEW YORK NY 10012 050618564 501(C)3 13000 CARING / SHAPING THE JEWISH FUTURE CONGREGATION SONS OF ISRAEL 111 IRVING PLACE WOODMERE NY 11598 111704596 501(C)3 6000 SHAPING THE JEWISH FUTURE CONGREGATION TIFERETH ISRAEL 40 HILL STREET GLEN COVE NY 11542 111807543 501(C)3 8000 CARING CONSERVATIVE SYNAGOGUE ADATH ISRAEL OF RIVERDALE 475 WEST 250TH STREET RIVERDALE NY 10471 131809278 501(C)3 6000 SHAPING THE JEWISH FUTURE COUNCIL OF JEWISH MIGR COMMUNITY ORGANIZATIONS INC (COJECO) 40 EXCHANGE PLACE SUITE 1302 NEW YORK NY 10005 133955736 501(C)3 1066000 CARING / SHAPING THE JEWISH FUTURE COUNCIL OF YOUNG JEWISH PRESIDENTS 225 WEST 34TH STREET SUITE 1607 NEW YORK NY 10122 262145040 501(C)3 135000 SHAPING THE JEWISH FUTURE CZ WELLNESS GROUP INC (CAMP ZEKE) 49 WEST 38TH STREET 5TH FLOOR NEW YORK NY 10018 461869615 501(C)3 220000 294000 APPRAISAL IMPUTED RENT SHAPING THE JEWISH FUTURE DOROT 171 WEST 85 STREET NEW YORK NY 10024 133264005 501(C)3 337000 CARING / SHAPING THE JEWISH FUTURE EDEN VILLAGE CAMP 392 DENNYTOWN ROAD PUTNAM VALLEY NY 10579 264373931 501(C)3 50000 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 1870000 CARING / SHAPING THE JEWISH FUTURE FACING HISTORY AND OURSELVES 14 EAST 4TH STREET 3RD FLOOR SUITE 3003 NEW YORK NY 10012 042761636 501(C)3 15000 SHAPING THE JEWISH FUTURE FEGS HEALTH AND HUMAN SERVICES 315 HUDSON STREET NEW YORK NY 10013 131624000 501(C)3 4807000 CARING / SHAPING THE JEWISH FUTURE FJC 520 8TH AVENUE 20TH FLOOR NEW YORK NY 10018 133848582 501(C)3 110000 SHAPING THE JEWISH FUTURE FOOTSTEPS INC 114 JOHN STREET 930 NEW YORK NY 10272 200666923 501(C)3 35000 SHAPING THE JEWISH FUTURE FOREST HILLS JEWISH CENTER 10606 QUEENS BOULEVARD FOREST HILLS NY 11375 111631821 501(C)3 20000 SHAPING THE JEWISH FUTURE FORT TRYON JEWISH CENTER PO BOX 1164 NEW YORK NY 10040 131814388 501(C)3 7000 SHAPING THE JEWISH FUTURE FOUNDATION FOR JEWISH CAMP INC 253 WEST 35TH STREET 4TH FLOOR NEW YORK NY 10001 223551013 501(C)3 221000 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 FRIENDS OF HEBREW LANGUAGE ACADEMY CHARTER SCHOOL INC 729 7TH AVENUE 9TH FLOOR NEW YORK NY 10019 270400583 501(C)3 50000 SHAPING THE JEWISH FUTURE FRIENDS OF ISRAEL INITIATIVE 2950 SW 27 AVENUE N100 MIAMI FL 33133 273480535 501(C)3 100000 SHAPING THE JEWISH FUTURE GATEWAYS ORGANIZATION INC 11 WALLENBERG CIRCLE MONSEY NY 10952 133984085 501(C)3 18000 SHAPING THE JEWISH FUTURE GURWIN JEWISH NURSING & REHABILITATION CENTER 68 HAUPPAUGE ROAD COMMACK NY 11725 112785201 501(C)3 242000 CARING HARLEM LACROSSE & LEADERSHIP PO BOX 708 NEW YORK NY 10030 451634118 501(C)3 10000 CARING HAZON INC 125 MAIDEN LANE SUITE 8B NEW YORK NY 10038 131623922 501(C)3 571000 CARING / SHAPING THE JEWISH FUTURE HEBREW EDUCATIONAL SOCIETY 9502 SEAVIEW AVENUE BROOKLYN NY 11236 111642720 501(C)3 526000 665000 APPRAISAL IMPUTED RENT CARING / SHAPING THE JEWISH FUTURE HEBREW FREE BURIAL ASSOCIATION 224 WEST 35TH STREET ROOM 300 NEW YORK NY 10001 135596755 501(C)3 46000 CARING / SHAPING THE JEWISH FUTURE HEBREW FREE LOAN SOCIETY 675 3RD AVENUE SUITE 1905 NEW YORK NY 10017 135562239 501(C)3 307000 CARING HEBREW INSTITUTE OF RIVERDALE 3700 HENRY HUDSON PARKWAY RIVERDALE NY 10463 131740456 501(C)3 20000 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 60000 SHAPING THE JEWISH FUTURE HENRY KAUFMANN CAMPGROUNDS INC 667 BLAUVELT ROAD PEARL RIVER NY 10965 135633239 501(C)3 805000 3109000 APPRAISAL IMPUTED RENT CARING / SHAPING THE JEWISH FUTURE HIAS INC (THE HEBREW IMMIGRANT AID SOCIETY) 333 SEVENTH AVENUE NEW YORK NY 10001 135633307 501(C)3 38000 SHAPING THE JEWISH FUTURE HILLEL AT BARUCH COLLEGE 55 LEXINGTON AVE B2-210 NEW YORK NY 10010 204777751 501(C)3 286000 CARING / SHAPING THE JEWISH FUTURE HILLEL AT BINGHAMTON UNIVERSITY WEST 208-B UNIVERSITY UNION BINGHAMTON NY 13902 010569965 501(C)3 142000 CARING / SHAPING THE JEWISH FUTURE HILLEL FOUNDATION FOR JEWISH LIFE SNYDER HILLEL CENTER STONY BROOK UNIVERS INTERFAITH CENTER UNION SUITE 201 STONY BROOK NY 11794 116112474 501(C)3 175000 CARING / SHAPING THE JEWISH FUTURE HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 800 EIGHTH STREET NW WASHINGTON DC 20001 521844823 501(C)3 486000 SHAPING THE JEWISH FUTURE HILLELS OF WESTCHESTER MAIN POBOX 8 PURCHASE NY 10577 201355458 501(C)3 107000 CARING / SHAPING THE JEWISH FUTURE HOFSTRA UNIVERSITY HILLEL 200 HOFSTRA UNIVERSITY STUDENT CENTER 213A HEMPSTEAD NY 11549 111630906 501(C)3 124000 CARING / SHAPING THE JEWISH FUTURE HUNTER COLLEGE HILLEL 695 PARK AVENUE BUILDING 1317A NEW YORK NY 10065 133853221 501(C)3 178000 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 BUILDING OFFICE FOR ADMINISTRATION 5TH FLOOR ONE GUSTAV NEW YORK NY 10029 136171197 501(C)3 110000 CARING INSTITUTE FOR JEWISH COMMUNITY RESEARCH BE'CHOL LASHON 3198 FULTON STREET SAN FRANCISCO CA 94118 943307253 501(C)3 110000 SHAPING THE JEWISH FUTURE ISRAEL LACROSSE ASSOCIATION INC 1501 BROADWAY 21ST FLOOR NEW YORK NY 10036 453857764 501(C)3 10000 CARING ISRAEL ON CAMPUS COALITION 800 8TH STREET NW WASHINGTON DC 20001 300664947 501(C)3 113000 CARING / SHAPING THE JEWISH FUTURE JERUSALEM U 11110 W OAKLAND PARK BLVD SUITE 288 288 SUNRISE FL 33351 261264680 501(C)3 100000 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 9TH FLOOR NEW YORK NY 10018 132620896 501(C)3 2817000 CARING / SHAPING THE JEWISH FUTURE JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES 135 WEST 50TH STREET 6TH FLOOR NEW YORK NY 10020 135564937 501(C)3 6791000 CARING / SHAPING THE JEWISH FUTURE JEWISH CHILD CARE ASSOCIATION OF NEW YORK 858 EAST 29TH STREET BROOKLYN NY 11210 131624060 501(C)3 1011000 CARING / SHAPING THE JEWISH FUTURE JEWISH COMMUNAL FUND (FISCAL SPONSORSHIP) 575 MADISON AVENUE SUITE 703 NEW YORK NY 10022 237174183 501(C)3 12000 CARING JEWISH COMMUNITY CENTER OF MID-WESTCHESTER 999 WILMOT ROAD SCARSDALE NY 10583 133617061 501(C)3 422000 CARING / SHAPING THE JEWISH FUTURE JEWISH COMMUNITY CENTER OF STATEN ISLAND 1466 MANOR ROAD STATEN ISLAND NY 10314 135562256 501(C)3 1045000 CARING / SHAPING THE JEWISH FUTURE JEWISH COMMUNITY CENTER OF THE GREATER FIVE TOWNS 207 GROVE AVENUE CEDARHURST NY 11516 112546437 501(C)3 792000 CARING / SHAPING THE JEWISH FUTURE JEWISH COMMUNITY CENTERS ASSOCIATION 520 EIGHTH AVENUE 4TH FLOOR NEW YORK NY 10018 135599486 501(C)3 9000 CARING / SHAPING THE JEWISH FUTURE JEWISH COMMUNITY COUNCIL OF GREATER CONEY ISLAND 3001 WEST 37TH STREET BROOKLYN NY 11224 112665181 501(C)3 30000 CARING JEWISH COMMUNITY COUNCIL OF THE ROCKAWAY PENINSULA 1525 CENTRAL AVENUE FAR ROCKAWAY NY 11691 112425813 501(C)3 78000 CARING JEWISH COMMUNITY RELATIONS COUNCIL OF NEW YORK 225 WEST 34TH STREET SUITE 1607 NEW YORK NY 10122 132869041 501(C)3 2057000 CARING / SHAPING THE JEWISH FUTURE JEWISH COUNCIL FOR PUBLIC AFFAIRS 116 EAST 27TH STREET 10TH FLOOR NEW YORK NY 10016 131624104 501(C)3 436000 SHAPING THE JEWISH FUTURE JEWISH DEAF RESOURCE CENTER POBOX 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 5217000 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 ISRAEL EMERGENCY RESPONSE FUNDING 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 5611000 CARING JEWISH FEDERATIONS OF NORTH AMERICA - FOR JAFI 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 29257000 CARING / SHAPING THE JEWISH FUTURE JEWISH FEDERATIONS OF NORTH AMERICA - FOR JDC 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 12624000 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 12867000 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 11000 SHAPING THE JEWISH FUTURE JEWISH HOME LIFECARE 120 WEST 106TH STREET NEW YORK NY 10025 131624033 501(C)3 281000 CARING / SHAPING THE JEWISH FUTURE JEWISH INTERNATIONAL CONNECTIONS NEW YORK (JICNY) 382 CENTRAL PARK WEST 4A NEW YORK NY 10025 542102372 501(C)3 70000 SHAPING THE JEWISH FUTURE JEWISH OUTREACH INSTITUTE 1040 AVENUE OF THE AMERICAS SUITE 9A NEW YORK NY 10018 421317696 501(C)3 185000 SHAPING THE JEWISH FUTURE JEWISH RECONSTRUCTIONIST SOCIETY OF THE NORTH SHORE INC 1001 PLANDOME ROAD PLANDOME NY 11030 111960513 501(C)3 10000 SHAPING THE JEWISH FUTURE JEWISH STUDENT CONNECTION 180 SOUTH BROADWAY SUITE 310 WHITE PLAINS NY 10605 611420053 501(C)3 31000 CARING / SHAPING THE JEWISH FUTURE JEWISH THEOLOGICAL SEMINARY OF AMERICA 3080 BROADWAY NEW YORK NY 10027 130887640 501(C)3 196000 CARING / SHAPING THE JEWISH FUTURE JEWISH WITHOUT WALLS 10 PREMIER COURT NESCONSET NY 11767 463782453 501(C)3 19000 CARING / SHAPING THE JEWISH FUTURE JEWS FOR RACIAL AND ECONOMIC JUSTICE 65 BROADWAY 7TH FLOOR NEW YORK NY 10006 133694790 501(C)3 10000 SHAPING THE JEWISH FUTURE JOSHUA VENTURE PHILANTROPIES INC 253 WEST 35TH STREET NEW YORK NY 10001 331072448 501(C)3 200000 SHAPING THE JEWISH FUTURE JUMPSTART 2801 OCEAN PARK BLVD 348 SANTA MONICA CA 90405 262173175 501(C)3 16000 CARING / SHAPING THE JEWISH FUTURE KEHILAT ROMEMU 43 CENTRAL PARK NORTH SUITE 1A NEW YORK NY 10026 113774106 501(C)3 35000 CARING / SHAPING THE JEWISH FUTURE KINGS BAY YM-YWHA 3495 NOSTRAND AVENUE BROOKLYN NY 11229 113068515 501(C)3 1002000 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 15000 SHAPING THE JEWISH FUTURE KRAFT CENTER FOR JEWISH LIFE (COLUMBIABARNARD HILLEL) 606 WEST 115TH STREET NEW YORK NY 10025 237077182 501(C)3 111000 CARING / SHAPING THE JEWISH FUTURE LIGHTHOUSE INTERNATIONAL 111 EAST 59TH STREET NEW YORK NY 10022 131096620 501(C)3 20000 CARING LONG ISLAND GAY AND LESBIAN YOUTH INC (LIGALY) 34 PARK AVENUE BAYSHORE NY 11706 113192966 501(C)3 35000 SHAPING THE JEWISH FUTURE MAIMONIDES MEDICAL CENTER 4802 TENTH AVENUE BROOKLYN NY 11219 111635081 501(C)3 150000 CARING MASORTI FOUNDATION FOR CONSERVATIVE JUDAISM IN ISRAEL 475 RIVERSIDE DRIVE SUITE 832 NEW YORK NY 10115 133137585 501(C)3 10000 CARING MATAN THE GIFT OF JEWISH LEARNING FOR EVERY CHILD 520 EIGHTH AVENUE 4TH FLOOR NEW YORK NY 10018 134174834 501(C)3 10000 CARING MECHON HADAR 190 AMSTERDAM AVENUE NEW YORK NY 10023 264412164 501(C)3 145000 SHAPING THE JEWISH FUTURE MERRICK JEWISH CENTRE 225 FOX BOULDEVARD MERRICK NY 11566 261121427 501(C)3 8000 CARING METROPOLITAN COUNCIL ON JEWISH POVERTY 120 BROADWAY 7TH FLOOR NEW YORK NY 10271 132738818 501(C)3 4130000 10000 FMV IMPUTED INTEREST CARING / SHAPING THE JEWISH FUTURE METROPOLITAN JEWISH HEALTH SYSTEM 6323 7TH AVENUE 3RD FLOOR BROOKLYN NY 11220 113538697 501(C)3 596000 CARING MID-ISLAND Y JEWISH COMMUNITY CENTER 45 MANETTO HILL ROAD PLAINVIEW NY 11803 111841899 501(C)3 644000 CARING / SHAPING THE JEWISH FUTURE MOATZA INC 1 PENN PLAZA SUITE 2530 NEW YORK NY 10119 462674562 501(C)3 80000 SHAPING THE JEWISH FUTURE MOISHE HOUSE 441 SAXONY ROAD BARN 2 ENCINITAS CA 92024 262599786 501(C)3 329000 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 231000 236000 APPRAISAL IMPUTED RENT CARING / SHAPING THE JEWISH FUTURE MOUNT SINAI HOSPITAL ONE GUSTAVE L LEVY PLACE NEW YORK NY 10029 131624096 501(C)3 100000 CARING MOUNT SINAI MEDICAL CENTER ONE GUSTAVE L LEVY PLACE NEW YORK NY 10029 136271888 501(C)3 150000 CARING MOVING TRADITIONS THE PAVILION 261 OLD YORK ROAD SUITE 734 JENKINTOWN PA 19046 342015014 501(C)3 93000 CARING / SHAPING THE JEWISH FUTURE MT SINAI JEWISH CENTER ANSHE EMETH 135 BENNETT AVENUE NEW YORK NY 10040 131628163 501(C)3 6000 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 16000 SHAPING THE JEWISH FUTURE MUSIC CONSERVATORY OF WESTCHESTER 216 CENTRAL AVENUE WHITE PLAINS NY 10606 136007082 501(C)3 10000 CARING MY JEWISH LEARNING 24 WEST 30TH STREET 4TH FLOOR NEW YORK NY 10001 753121525 501(C)3 121000 SHAPING THE JEWISH FUTURE NATIONAL ASSOCIATION OF JEWISH CHAPLAINS 901 ROUTE 10 WHIPPANY NJ 07981 061288389 501(C)3 78000 CARING NATIONAL RAMAH COMMISSION 3080 BROADWAY NEW YORK NY 10027 136161110 501(C)3 35000 SHAPING THE JEWISH FUTURE NEW YORK LEGAL ASSISTANCE GROUP 7 HANOVER SQUARE 18 FLOOR NEW YORK NY 10004 133505428 501(C)3 1785000 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 NEXT A DIVISION OF BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33RD STREET 7TH FLOOR NEW YORK NY 10016 263733917 501(C)3 35000 CARING OHEL CHILDREN'S HOME AND FAMILY SERVICES 4510 16TH AVENUE BROOKLYN NY 11204 116078704 501(C)3 130000 CARING PARK EAST SYNAGOGUE 163 EAST 67TH STREET NEW YORK NY 10065 131766598 501(C)3 6000 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 227000 CARING PENN SOUTH SOCIAL SERVICES INC 290 NINTH AVENUE NEW YORK NY 10001 133413349 501(C)3 847000 CARING PHI (PARAPROFESSIONAL HEALTHCARE INSTITUTE) 400 EAST FORDHAM ROAD 11TH FLOOR BRONX NY 10458 133575492 501(C)3 42000 CARING PLEASANTVILLE COMMUNITY SYNAGOGUE (PCS) PO BOX 148 PLEASANTVILLE NY 10570 201582478 501(C)3 7000 SHAPING THE JEWISH FUTURE PRESENTENSE GROUP 115 EAST 23RD STREET 3RD FLOOR SUITE 301 NEW YORK NY 10010 263301983 501(C)3 110000 SHAPING THE JEWISH FUTURE PROJECT KESHER 600 MAMARONECK AVE SUITE 400 HARRISON NY 10528 363673594 501(C)3 155000 CARING / SHAPING THE JEWISH FUTURE QUEENS COLLEGE HILLEL STUDENT UNION 6530 KISSENA BOULEVARD ROOM 206 FLUSHING NY 11367 113285824 501(C)3 253000 CARING / SHAPING THE JEWISH FUTURE QUEENS JEWISH COMMUNITY COUNCIL 119-45 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 50000 SHAPING THE JEWISH FUTURE RAMAPO FOR CHILDREN 49 WEST 38TH STREET 5TH FLOOR NEW YORK NY 10018 135600422 501(C)3 95000 CARING / SHAPING THE JEWISH FUTURE REBOOT INC 44 W 28TH STREET 8TH FLOOR NEW YORK NY 10001 571154844 501(C)3 10000 SHAPING THE JEWISH FUTURE REPAIR THE WORLD 555 8TH AVENUE SUITE 1703 NEW YORK NY 10018 364524686 501(C)3 100000 SHAPING THE JEWISH FUTURE RICHARD ROSENTHAL JCC OF NORTHERN WESTCHESTER 600 BEAR RIDGE ROAD PLEASANTVILLE NY 10570 133626607 501(C)3 680000 551000 APPRAISAL IMPUTED RENT CARING / SHAPING THE JEWISH FUTURE SAFE FOUNDATION INC 255 AVENUE W BROOKLYN NY 11223 260102131 501(C)3 25000 CARING SAMUEL FIELD YM&YWHA 5820 LITTLE NECK PARKWAY LITTLE NECK NY 11362 113071518 501(C)3 1634000 3139000 APPRAISAL IMPUTED RENT CARING / SHAPING THE JEWISH FUTURE SCARSDALE SYNAGOGUETREMONT TEMPLE 2 OGDEN ROAD SCARSDALE NY 10583 262177954 501(C)3 8000 CARING SCHOLARS FOR PEACE IN THE MIDDLE EAST PO BOX 30401 PHILADELPHIA PA 19103 421565640 501(C)3 50000 SHAPING THE JEWISH FUTURE SELFHELP COMMUNITY SERVICES 520 8TH AVENUE 5TH FLOOR NEW YORK NY 10018 131624178 501(C)3 2639000 CARING / SHAPING THE JEWISH FUTURE SEPHARDIC COMMUNITY ALLIANCE 22 CORTLANDT STREET 5TH FLOOR NEW YORK NY 10007 270728655 501(C)3 100000 SHAPING THE JEWISH FUTURE SEPHARDIC COMMUNITY CENTER 1901 OCEAN PARKWAY BROOKLYN NY 11223 112567809 501(C)3 555000 CARING / SHAPING THE JEWISH FUTURE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA ONE PENNSYLVANIA PLAZA SUITE 1606 NEW YORK NY 10119 133014387 501(C)3 179000 SHAPING THE JEWISH FUTURE SHOREFRONT YM-YWHA OF BRIGHTON - MANHATTAN BEACH 3300 CONEY ISLAND AVENUE BROOKLYN NY 11235 113070228 501(C)3 939000 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 1055000 CARING / SHAPING THE JEWISH FUTURE SOCCER FOR PEACE 240 WEST 98TH STREET APT 12A NEW YORK NY 10025 352204045 501(C)3 10000 CARING SPARKS 1450 42ND STREET BROOKLYN NY 11219 260794276 501(C)3 49000 CARING STORAHTELLING LABSHUL 125 MAIDEN LANE SUITE 8B NEW YORK NY 10038 463877785 501(C)3 10000 CARING / SHAPING THE JEWISH FUTURE SURPRISE LAKE CAMP 307 7TH AVENUE SUITE 900 NEW YORK NY 10001 131623869 501(C)3 169000 SHAPING THE JEWISH FUTURE SUTTON PLACE SYNAGOGUE 225 EAST 51ST STREET NEW YORK NY 10022 132542363 501(C)3 10000 CARING / SHAPING THE JEWISH FUTURE TEMPLE ISRAEL CENTER 280 OLD MAMARONECK ROAD WHITE PLAINS NY 10605 131740409 501(C)3 10000 SHAPING THE JEWISH FUTURE TEMPLE ISRAEL OF GREAT NECK 108 OLD MILL ROAD GREAT NECK NY 11023 111715797 501(C)3 70000 SHAPING THE JEWISH FUTURE TEMPLE SHAARAY TEFILA 250 EAST 79TH STREET NEW YORK NY 10075 131656613 501(C)3 6000 SHAPING THE JEWISH FUTURE TEMPLE SINAI OF ROSLYN 425 ROSLYN ROAD ROSLYN HEIGHTS NY 11577 161620617 501(C)3 10000 SHAPING THE JEWISH FUTURE THE ALEXANDER M & BRENDA R TANGER HILLEL AT BROOKLYN COLLEGE 2901 CAMPUS ROAD BROOKLYN NY 11210 116036253 501(C)3 412000 CARING / SHAPING THE JEWISH FUTURE THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 711 3RD AVENUE 10TH FLOOR NEW YORK NY 10017 131656634 501(C)3 382000 CARING / SHAPING THE JEWISH FUTURE THE BLUE CARD INC 171 MADISON AVENUE ROOM 1405 NEW YORK NY 10016 131623910 501(C)3 50000 CARING THE EDGAR M BRONFMAN CENTER FOR JEWISH STUDENT LIFE HILLEL AT NYU 7 EAST 10TH STREET NEW YORK NY 10003 135562308 501(C)3 81000 CARING / SHAPING THE JEWISH FUTURE THE EDUCATIONAL ALLIANCE INC 197 EAST BROADWAY NEW YORK NY 10002 135562210 501(C)3 1989000 3479000 APPRAISAL IMPUTED RENT CARING / SHAPING THE JEWISH FUTURE THE ELIE WIESEL FOUNDATION FOR HUMANITY INC 555 MADISON AVENUE 20TH FLOOR NEW YORK NY 10022 133398151 501(C)3 50000 CARING THE ISRAEL PROJECT 1901 PENNSYLVANIA AVENUE NORTH WEST SUITE 600 WASHINGTON DC 20006 371472882 501(C)3 50000 SHAPING THE JEWISH FUTURE THE JEWISH CENTER 131 WEST 86TH STRRFEET NEW YORK NY 10024 131635300 501(C)3 8000 CARING THE JEWISH COMMUNITY CENTER IN MANHATTAN 334 AMSTERDAM AVENUE AT 76TH STREET NEW YORK NY 10023 133490745 501(C)3 831000 CARING / SHAPING THE JEWISH FUTURE THE JEWISH COMMUNITY CENTER ON THE HUDSON 371 SOUTH BROADWAY TARRYTOWN NY 10591 237229163 501(C)3 342000 CARING / SHAPING THE JEWISH FUTURE THE JEWISH EDUCATION PROJECT 520 8TH AVENUE SUITE 1510 NEW YORK NY 10018 131632519 501(C)3 6311000 CARING / SHAPING THE JEWISH FUTURE THE NATIONAL YIDDISH THEATRE FOLKSBIENE 90 JOHN STREET SUITE 410 NEW YORK NY 10038 133998872 501(C)3 205000 SHAPING THE JEWISH FUTURE THE NEW SHUL 440 PARK AVENUE SOUTH 4TH FLOOR NEW YORK NY 10016 061538090 501(C)3 25000 SHAPING THE JEWISH FUTURE THE NEW YORK BOARD OF RABBIS INC 136 EAST 39TH STREET 4TH FLOOR NEW YORK NY 10016 131809283 501(C)3 124000 CARING / SHAPING THE JEWISH FUTURE THE NEW YORK COMMUNITY TRUST 909 3RD AVENUE 22ND FLOOR NEW YORK NY 10022 133062214 501(C)3 23000 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 PERLMAN MUSIC PROGRAM INC 459 COLUMBUS AVENUE PMB 325 NEW YORK NY 10024 113247651 501(C)3 25000 CARING THE RETHINK ISRAEL INITIATIVE INC 33 WOOD AVENUE SOUTH SUITE 600 ISELIN NJ 08830 452443461 501(C)3 25000 SHAPING THE JEWISH FUTURE THE SUFFOLK Y JEWISH COMMUNITY CENTER 74 HAUPPAUGE ROAD COMMACK NY 11725 112435521 501(C)3 525000 CARING / SHAPING THE JEWISH FUTURE THE VILLAGE TEMPLE 33 EAST 12TH STREET NEW YORK NY 10003 131967326 501(C)3 18000 SHAPING THE JEWISH FUTURE TORAH UMESORAHTHE NATIONAL SOCIETY FOR HEBREW DAY SCHOOLS 620 FOSTER AVENUE BROOKLYN NY 11230 133752354 501(C)3 125000 SHAPING THE JEWISH FUTURE UNION FOR REFORM JUDAISM 633 3RD AVENUE 7TH FLOOR NEW YORK NY 10017 131663143 501(C)3 70000 SHAPING THE JEWISH FUTURE UNITED JEWISH COUNCIL OF THE EAST SIDE INC 235 EAST BROADWAY NEW YORK NY 10002 132735378 501(C)3 38000 CARING USDAN CENTER FOR THE CREATIVE & PERFORMING ARTS 420 EAST 79TH STREET SUITE 3D NEW YORK NY 10075 132792668 501(C)3 125000 893000 APPRAISAL IMPUTED RENT CARING / SHAPING THE JEWISH FUTURE WESTCHESTER JEWISH COMMUNITY SERVICES 845 NORTH BROADWAY SUITE 2 WHITE PLAINS NY 10603 131740071 501(C)3 2146000 CARING / SHAPING THE JEWISH FUTURE WESTCHESTER JEWISH COUNCIL 701 WESTCHESTER AVENUE SUITE 203E WHITE PLAINS NY 10604 132856699 501(C)3 155000 SHAPING THE JEWISH FUTURE WHEELCHAIR SPORTS FEDERATION INC 6454 82ND STREET SUITE 2 MIDDLE VILLAGE NY 11379 260601491 501(C)3 10000 CARING YESHIVA UNIVERSITY PROGRAM FOR JEWISH GENETIC HEALTH 500 WEST 185TH STREET FH530 NEW YORK NY 10033 131624225 501(C)3 10000 CARING YM & YWHA OF WASHINGTON HEIGHTS & INWOOD 54 NAGLE AVENUE NEW YORK NY 10040 131635308 501(C)3 676000 CARING / SHAPING THE JEWISH FUTURE YOUNG ISRAEL OF STATEN ISLAND 835 FOREST HILL ROAD STATEN ISLAND NY 10314 132618386 501(C)3 6000 SHAPING THE JEWISH FUTURE YOUNG JUDAEA CAMP SPROUT LAKE 575 EIGHTH AVENUE 11TH FLOOR NEW YORK NY 10018 132830437 501(C)3 215000 SHAPING THE JEWISH FUTURE YOUNG JUDAEA GLOBAL 575 EIGHTH AVENUE 11TH FLOOR NEW YORK NY 10018 452640858 501(C)3 62000 SHAPING THE JEWISH FUTURE ZAMIR CHORAL FOUNDATION INC 475 RIVERSIDE DRIVE SUITE 1948 NEW YORK NY 10115 136217087 501(C)3 8000 SHAPING THE JEWISH FUTURE 200 SCHOLARSHIPS 741 2089000 ISRAEL EXPERIENCE AWARDS - PROVIDES NEED AND MERIT BASED SCHOLARSHIPS FOR ISRAEL TRIPS FOR TEENS AND YOUNG ADULTS 352 534000 0 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 $12,867,000 OF TARGETED GRANTS MADE THROUGH JFNA: AHARAI - YOUTH LEADING CHANGE - $50,000 ALUMA - $100,000 AMCHA-NATIONAL ISRAELI CENTER FOR PSYCHOSOCIAL SUPPORT OF SURVIVORS - $273,000 AMOTAT YESODOT LEZMICHA DROR - $100,000 APPLESEEDS ACADEMY: KAMATECH - $47,000 AVI HAYISHUV COMMUNITY RABBINICS PROGRAM - $49,000 BARZILAI MEDICAL CENTER - $100,000 BINA - $205,000 CHAIM SHEBA MEDICAL CENTER AT TEL HASHOMER - $25,000 DAVIDSON INSTITUTE OF SCIENCE EDUCATION AT THE WEIZMANN INSTITUTE OF SCIENCE - $200,000 DESERT STARS - $100,000 DROR EDUCATIONAL CENTERS - $90,000 EDEN CENTER - $46,000 EDUCATION, CULTURE AND NEIGHBORHOOD RENEWAL COMPANY IN TEL AVIV ESTAB - $62,000 ELUL V'ELU - $100,000 FREDDIE KRIVINE FOUNDATION - $10,000 FRIENDS OF SCHNEIDER CHILDREN'S MEDICAL CENTER - $178,000 GAN YAVNEH COMMUNITY CENTER - $40,000 GESHER EDUCATIONAL AFFILIATES - $250,000 HATNUA HAYERUSHALMIT - $200,000 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 ISRAAID: THE ISRAEL FORUM FOR INTERNATIONAL HUMANITARIAN AID - $50,000 ISRAEL HOFSHEET - $100,000 ISRAEL SCOUTS MOVEMENT (THE TZOFIM) - $125,000 ISRAEL TRAUMA COALITION - $1,429,000 ITIM: THE JEWISH LIFE INFORMATION CENTER - $200,000 JERUSALEM INTER-CULTURAL CENTER - $50,000 JERUSALEM SEASON OF CULTURE - $18,000 JEWISH FEDERATIONS OF NORTH AMERICA (PRIMARILY UKRAINE ASSISTANCE AND ISRAEL TERROR RELIEF) - $1,253,000 KAREV INITIATIVES IN EDUCATION - $103,000 KAV MASHVEH - $150,000 KEREN HANAN AYNOR (KHA) - $70,000 KEREN KEHILLOT - $75,000 KEREN KOBY MANDELL - $36,000 KESHER - $34,000 KISHORIT - $230,000 KOL ISRAEL HAVERIM- ALLIANCE: THE CENTER FOR JEWISH SOCIAL LEADERSHIP - $25,000 LEKET ISRAEL - $405,000 LONE SOLDIER CENTER IN MEMORY OF MICHAEL LEVIN - $75,000 MA'AGAN - THE JERUSALEM SUPPORT CENTER FOR THOSE AFFECTED BY CANCER - $38,000 MA'ASE CENTER ASSOCIATION - $100,000 MACHSHAVA TOVA - $25,000 MAOZ - $250,000 MAVOI SATUM - $50,000 NA LAGA'AT - $50,000 NATIONAL UNION OF ISRAELI STUDENTS(NUIS) - $130,000 NEEMANEI TORA VEAVODA - $75,000 NETANYA FOUNDATION - $10,000 NEVE YERUSHALAYIM - $18,000 NOVA: PROFESSIONAL VOLUNTEERISM - $25,000 OLIM BEYAHAD - $225,000 ORANIM ACADEMIC COLLEGE - $175,000 PALESTINIAN MEDIA WATCH - $25,000 PANIM: FOR JEWISH RENAISSANCE IN ISRAEL - $75,000 PROJECT KESHER ISRAEL - $25,000 RAMBAM MEDICAL CENTER, HEALTH CARE CAMPUS - $50,000 RASHI FOUNDATION - $74,000 REUT INSTITUTE - $425,000 RUACH CHADASHA (NEW SPIRIT) - $100,000 SARAH HERZOG HOSPITAL - EZRATH NASHIM - $30,000 SCHECHTER INSTITUTE OF JEWISH STUDIES - $35,000 SHAARE ZEDEK MEDICAL CENTER, CANCER MEDICINE DEPARTMENT - $94,000 SHAHAF FOUNDATION - $150,000 SHE'ARIM - THE ASSOCIATION FOR EMPOWERING JEWISH RENEWAL IN ISRAEL - $100,000 SHEATUFIM - $290,000 SIKKUY: THE ASSOCIATION FOR THE ADVANCEMENT OF CIVIC EQUALITY - $125,000 SOCIAL GUARD - $100,000 SOCIETY FOR ADVANCEMENT OF EDUCATION, JERUSALEM - $100,000 TECH-CAREER - $40,000 THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC. (JDC) (PRIMARILY BIRTH TO BAGRUT) - $206,000 THE HAIFA FOUNDATION - $10,000 THE ISRAEL ASSOCIATION OF COMMUNITY CENTERS, LTD. - $153,000 THE JEWISH AGENCY FOR ISRAEL (JAFI) - $658,000 THE JOINT COUNCIL OF PRE-ARMY LEADERSHIP DEVELOPMENT PROGRAMS - $175,000 THE KEMACH FOUNDATION - $150,000 TIKKUN: A CENTER FOR GATHERING, EDUCATION AND SOCIAL CHANGE - $90,000 TISHKOFET - $385,000 TSOFEN HIGH TECHNOLOGY CENTERS - $110,000 TZOHAR - $100,000 UNITED HATZALAH OF ISRAEL - $228,000 VALUE SPORTS - $50,000 WORLD ORT - $400,000 YAHALOM - PARENTS AND CHILDREN STUDY TOGETHER - $80,000 YEDIDIM FOR YOUTH AND SOCIETY - $75,000 ZAYIT - CENTER FOR JEWISH CULTURE AND IDENTITY IN EMEK HEFER - $25,000 X X X X X X 1 1 0 0 0 0 0 0 0 ERIC S GOLDSTEIN CEO (COMMENCED 7/1/14) 261000 0 0 0 1000 0 159000 0 19000 0 440000 0 0 0 IRVIN A ROSENTHAL CHIEF FINANCIAL OFFICER 386000 0 0 0 6000 0 82000 0 40000 0 514000 0 0 0 ELLEN R ZIMMERMAN SECRETARY/GEN'L COUNSEL & CCO 290000 0 20000 0 3000 0 54000 0 26000 0 393000 0 0 0 MARK MEDIN EXEC. VICE PRESIDENT - FRD 399000 0 0 0 3000 0 40000 0 37000 0 479000 0 0 0 ALISA RUBIN KURSHAN EXEC. VICE PRESIDENT 311000 0 0 0 3000 0 54000 0 39000 0 407000 0 0 0 STUART TAUBER VICE PRESIDENT, REGIONS 239000 0 0 0 4000 0 21000 0 39000 0 303000 0 0 0 COLIN AMBROSE CHIEF INVESTMENT OFFICER 369000 0 428000 0 1000 0 0 0 37000 0 835000 0 0 0 LAWRENCE SWILLING CONTROLLER 262000 0 0 0 4000 0 44000 0 33000 0 343000 0 0 0 DEVANA COHEN DIRECTOR, INVESTMENTS 177000 0 72000 0 0 0 1000 0 12000 0 262000 0 0 0 JENNIFER GROSS VICE PRESIDENT 237000 0 0 0 3000 0 1000 0 5000 0 246000 0 0 0 WILLIAM SAMERS VICE PRESIDENT 233000 0 0 0 1000 0 6000 0 39000 0 279000 0 0 0 JOHN SRUSKAY EXEC. VICE PRES. & CEO (FORMER) 281000 0 100000 0 345000 0 0 0 20000 0 746000 0 252000 0 ROBERTA LEINER SENIOR VICE PRESIDENT (FORMER) 109000 0 0 0 186000 0 0 0 15000 0 310000 0 0 0 PART I, LINES 4A-B SEVERANCE PAYMENT - ROBERTA LEINER - $185,000 SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PARTICIPATION- ERIC S. GOLDSTEIN - $159,000 ACCRUED DURING THE PERIOD JULY 1,2014-JUNE 30,2015. 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, 2014-JUNE 30, 2015: IRVIN A. ROSENTHAL - $48,000 MARK MEDIN - $32,000 ALISA RUBIN KURSHAN - $27,000 ELLEN R. ZIMMERMAN - $25,000 LAWRENCE SWILLING - $12,000 A NYC INDUSTRIAL DEVELOPMENT AGENCY 132906040 64971CX74 2004-06-17 67998000 FACILITY RENOVATION 0 0 0 B NYC INDUSTRIAL DEVELOPMENT AGENCY 132906040 649438JF6 2012-05-30 25382000 CURRENT REFUNDING ISSUE 0 0 0 C BUILD NYC RESOURCE CORP 454040561 12008ECW4 2014-08-14 31258000 CURRENT REFUNDING ISSUE 0 0 0 A 66830000 70393000 6851000 655000 62887000 2006 0 0 1 1 B 25382000 382000 1 0 1 1 C 31258000 563000 14000 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 1 1 1 JPMORGAN CHASE 7.000000000000 0 0 1 AIG 2.300000000000 1 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 A 0 B 0 C 0 PART IV, LINE 2C, COLUMN A: THE ARBITRAGE REBATE CALCULATION, DATED JULY 24, 2009, WAS PERFORMED FOR THE COMPUTATION PERIOD JUNE 17, 2004 - MARCH 31, 2008. PART IV, LINE 3, COLUMN A: UJA-FEDERATION EXERCISED THE CONVERSION FEATURE TO REMARKET THE VARIABLE RATE PORTION OF THE ORIGINAL BOND ISSUE AS A FIXED RATE OBLIGATION. PART IV, LINE 4E, COLUMN A: THE HEDGE (INTEREST RATE SWAP AGREEMENT) EXPIRED ON JANUARY 1, 2014. APOLLO REAL EST ADVISORS DIR.MACK>5%INTEREST 5106000 SEE PART V BELOW 0 GREENBRIAR EQUITY GRP LLC DIR.BECKMAN MGR PTR 1383000 SEE PART V BELOW 0 THE JEWISH WEEK COMMON DIR B.GOLD 344000 PRINT MEDIA 0 PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: APOLLO REAL ESTATE ADVISORS - TRANSACTIONS PERTAINED TO DISTRIBUTIONS ($5,106,000) RELATED TO THE ORGANIZATION'S INVESTMENT IN APOLLO EUROPEAN REAL ESTATE INVESTMENT FUND III, L.P. ALL TRANSACTIONS WERE APPROVED BY THE INDEPENDENT INVESTMENT COMMITTEE OF UJA-FEDERATION.GREENBRIAR EQUITY GROUP LLC - TRANSACTIONS PERTAINED TO CAPITAL CALLS ($58,000) AND DISTRIBUTIONS ($1,325,000) RELATED TO THE ORGANIZATION'S INVESTMENT IN GREENBRIAR EQUITY FUND II, L.P. ALL TRANSACTIONS WERE APPROVED BY THE INDEPENDENT INVESTMENT COMMITTEE OF UJA-FEDERATION. X 379 9827000 SELLING PRICE X ISRAEL BONDS 24 1778000 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 2 FAMILY AND BUSINESS RELATIONSHIPS AMONG OFFICERS, DIRECTORS AND KEY EMPLOYEES: KAREN R. ADLER, DIRECTOR AND LAURENCE GREENWALD, 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 LESLEY GOLDWASSER, DIRECTOR AND JONATHAN PLUTZIK, DIRECTOR - FAMILY RELATIONSHIP LAWRENCE C. GOTTLIEB, DIRECTOR AND MARILYN GOTTLIEB, DIRECTOR - FAMILY RELATIONSHIP NAOMI KRONISH, DIRECTOR AND PAUL KRONISH, DIRECTOR - FAMILY RELATIONSHIP DAVID SILVERS, DIRECTOR AND PATRICIA B. SILVERS, DIRECTOR - FAMILY RELATIONSHIP JOSEPH S. ALLERHAND, DIRECTOR AND RONIT J. BERKOVICH, DIRECTOR BUSINESS RELATIONSHIP WILLIAM L. MACK, DIRECTOR AND DAVID SILVERS, DIRECTOR BUSINESS RELATIONSHIP ALAN S. BERNIKOW, DIRECTOR AND WILLIAM L. MACK, DIRECTOR - BUSINESS RELATIONSHIP GARY CLAAR, DIRECTOR AND MICHAEL OLSHAN, DIRECTOR - BUSINESS RELATIONSHIP GREGORY S. LYSS, DIRECTOR, ANDREA S. MARKEZIN-PRESS, DIRECTOR AND DAVID L. MOORE, DIRECTOR - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 4 SUMMARY OF SIGNIFICANT BY-LAW AMENDMENTS - ADOPTED MARCH 19, 2015 THE FOLLOWING REVISIONS TO UJA-FEDERATION'S BY-LAWS HAVE BEEN MADE AS FOLLOWS: (1) CHANGES TO THE NUMBER, COMPOSITION, QUALIFICATIONS, AUTHORITY OR DUTIES OF THE GOVERNING BODY'S VOTING MEMBERS. A.COMMITTEES OF THE BOARD AND UJA-FEDERATION: IN ACCORDANCE WITH THE NEW YORK NON-PROFIT REVITALIZATION ACT, ARTICLE 9 OF THE BY-LAWS CLARIFIES THAT UJA-FEDERATION'S COMMITTEES ARE CLASSIFIED AS EITHER COMMITTEES OF THE BOARD OR COMMITTEES OF THE CORPORATION (I.E.,UJA-FEDERATION): (I)COMMITTEES OF THE BOARD ARE COMPRISED ENTIRELY OF BOARD MEMBERS, WITH AUTHORITY TO BIND THE BOARD (EXECUTIVE, AUDIT, STANDARDS AND CONFLICTS AND COMPENSATION COMMITTEES).(SECTION 9.1A.) (II)COMMITTEES OF UJA-FEDERATION INCLUDE THE NOMINATING COMMITTEES, THE FINANCE COMMITTEE AND THE INVESTMENT COMMITTEE, AND ALL OTHER COMMITTEES ENUMERATED IN SECTION 9.2. (SECTIONS 9.1B AND 9.2; ARTICLES XII AND XIII.) B.EXECUTIVE COMMITTEE; REAL ESTATE APPROVAL: CONSISTENT WITH THE NEW YORK NON-PROFIT REVITALIZATION ACT (AND FOLLOWING RECENT BOARD APPROVAL), THE EXECUTIVE COMMITTEE IS AUTHORIZED TO: (A) APPROVE CERTAIN REAL ESTATE TRANSACTIONS CONCERNING LEASES OF UJA-FEDERATION PROPERTY TO NOT-FOR-PROFIT ORGANIZATIONS FOR THEIR CHARITABLE PURPOSES; AND (B) RECOMMEND OTHER REAL ESTATE TRANSACTIONS TO THE BOARD FOR ITS APPROVAL, WHICH WOULD BE BY MAJORITY VOTE. (SECTION 10.1(B).) (2) CHANGES TO THE NUMBER, COMPOSITION, QUALIFICATIONS, AUTHORITY, OR DUTIES OF THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES. A.THE VICE-CHAIR OF THE BOARD IS NOW INCLUDED AS A VOTING MEMBER OF THE EXECUTIVE COMMITTEE,AND THE TOTAL NUMBER OF MEMBERS ON THE EXECUTIVE COMMITTEE HAS BEEN CHANGED FROM "NO MORE THAN 17 SEATS" TO "NO MORE THAN 18 SEATS". (SECTION 10.2.) (3) THE QUORUM, VOTING RIGHTS, OR VOTING APPROVAL REQUIREMENTS OF THE GOVERNING BODY MEMBERS. A.COMMITTEE QUORUM AND VOTE: NEW LANGUAGE CONCERNING MATTERS TO BE VOTED ON BY INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS, AS REQUIRED BY THE NEW YORK NON-PROFIT REVITALIZATION ACT.(SECTION 14.7.) B.MEETINGS: LANGUAGE HAS BEEN ADDED TO TRACK THE NEW YORK NON-PROFIT REVITALIZATION ACT REGARDING PARTICIPATION IN A BOARD, COMMISSION OR COMMITTEE MEETING BY TELEPHONE CONFERENCE OR USING SIMILAR COMMUNICATIONS EQUIPMENT, WHICH MUST ALLOW FOR FULL PARTICIPATION.(SECTION 14.4B.) (4) THE POLICIES OR PROCEDURES CONTAINED WITHIN THE ORGANIZING DOCUMENTS OR BY-LAWS REGARDING CONFLICTS OF INTEREST AND WHISTLEBLOWERS ISSUES. A.STANDARDS AND CONFLICTS COMMITTEE: IN LIGHT OF THE REQUIREMENTS OF THE NEW YORK NON-PROFIT REVITALIZATION ACT,THE STANDARDS & CONFLICTS COMMITTEE IS TO CONSIST OF AT LEAST FIVE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. (SECTION 11.3B.) THE SECTION ALSO HAS BEEN REVISED TO DESCRIBE THE STANDARDS & CONFLICTS COMMITTEE'S RESPONSIBILITIES TO OVERSEE UJA-FEDERATION'S CONFLICT OF INTEREST AND WHISTLEBLOWER POLICIES. (SECTION 11.3A.) B.DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST AND RECUSAL: (I)SECTION 3.4F OF THE BY-LAWS HAS BEEN REVISED TO REFLECT THE REQUIREMENT THAT ALL BOARD MEMBERS MUST PROMPTLY SUBMIT ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS. THE NEW LANGUAGE STATES THAT, IN THE EVENT A DIRECTOR FAILS TO SUBMIT THE REQUIRED ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM EITHER: (A) WITHIN TEN (10) WEEKS FROM THE DATE OF HIS OR HER ELECTION TO THE BOARD, OR (B) BEFORE THE DATE OF THE ANNUAL SEPTEMBER MEETING OF THE BOARD, WHICHEVER IS SOONER, THE VOTE OF THAT DIRECTOR SHALL NOT BE COUNTED FOR THE REMAINDER OF HIS OR HER TERM, AND SUCH DIRECTOR SHALL NOT BE NOMINATED TO SERVE AS A DIRECTOR AT THE CONCLUSION OF HIS OR HER TERM. (II)A NEW SECTION HAS BEEN ADDED TO THE BY-LAWS TO REFLECT THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. (SECTION 14.5.) THE AMENDMENT OUTLINES THE REQUIREMENTS OF THE REVITALIZATION ACT, PROVIDING THAT CONFLICTS OF INTEREST MUST BE DISCLOSED AND THAT A BOARD, COMMISSION OR COMMITTEE MEMBER WITH A CONFLICT OF INTEREST MUST RECUSE HIMSELF OR HERSELF FROM ANY DELIBERATION OR VOTING ON THE MATTER GIVING RISE TO SUCH CONFLICT. C.NOMINATING COMMITTEES: COMMITTEE FOR NOMINATION OF DIRECTORS: THE BY-LAWS NOW PROVIDE THAT IF A MEMBER OF THE COMMITTEE FOR THE NOMINATION OF DIRECTORS IS BEING CONSIDERED AS A CANDIDATE FOR ELECTION AS A DIRECTOR, HE OR SHE MUST RECUSE HIMSELF OR HERSELF FROM THE COMMITTEE DISCUSSION AND VOTE ON THE CANDIDATES PROPOSED TO SERVE AS DIRECTORS ON THE UJA-FEDERATION BOARD.(SECTION 12.2A(I).) THIS NEW LANGUAGE MIRRORS THE PROVISION RELATING TO THE COMMITTEE FOR THE NOMINATION OF OFFICERS. (5) THE COMPOSITION OF,OR PROCEDURES CONTAINED WITHIN THE ORGANIZING DOCUMENTS OR BY-LAWS OF AN AUDIT COMMITTEE. A.AUDIT COMMITTEE: COMPOSITION: IN LIGHT OF THE REQUIREMENTS OF THE NEW YORK NON-PROFIT REVITALIZATION ACT, THE AUDIT COMMITTEE IS TO CONSIST OF AT LEAST FIVE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. (SECTION 11.1B(I).) 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 -569,000. 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 PORGES FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 542083408 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 ZIFF HERITAGE FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 510599051 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 BARON DE HIRSCH FUND 130 EAST 59TH STREET NEW YORK NY 10022 135562971 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 SOL AND MILDRED LEDERMAN SUPPORTING FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 274349693 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 225 FOURTH COMPANY HOLDING LLC 130 EAST 59TH STREET NEW YORK NY 10022 133935925 REAL ESTATE NY N/A UNRELATED 32000 0 1 0.25000 NETWORK ADVANTAGE INSURANCE LTD 44 CHURCH STREET HAMILTON BD HM12 777777777 CAPTIVE INSURANCE COMPANY BD N/A C 6906000 53839000 1.00000 1 MLT 8-14 PL II UNI 130 EAST 59TH STREET NEW YORK NY 10022 137114381 CHARITABLE 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137081509 CHARITABLE REMAINDER TRUST NY N/A T 72000 0.76570 1 NG 7 PL I 130 EAST 59TH STREET NEW YORK NY 10022 137164595 CHARITABLE REMAINDER TRUST NY N/A T 8000 0.81150 1 B&AA 6 130 EAST 59TH STREET NEW YORK NY 10022 136940831 CHARITABLE REMAINDER TRUST NY N/A T 97000 0.73880 1 SG 6 UNITRUST 130 EAST 59TH STREET NEW YORK NY 10022 546528270 CHARITABLE REMAINDER TRUST NY N/A T 37000 0.73740 1 EL 8 PL 1 130 EAST 59TH STREET NEW YORK NY 10022 137140521 CHARITABLE REMAINDER TRUST NY N/A T 62000 0.82040 1 J&JS CRAT 130 EAST 59TH STREET NEW YORK NY 10022 137081505 CHARITABLE REMAINDER TRUST NY N/A T 423000 0.66180 1 RT 7 CRAT 130 EAST 59TH STREET NEW YORK NY 10022 616421755 CHARITABLE REMAINDER TRUST NY N/A T 2976000 0.62410 1 MV CRAT 130 EAST 59TH STREET NEW YORK NY 10022 136967396 CHARITABLE REMAINDER TRUST NY N/A T 3416000 0.74520 1 RW 7 CRAT 130 EAST 59TH STREET NEW YORK NY 10022 137019301 CHARITABLE REMAINDER TRUST NY N/A T 34000 0.69740 1 FW 7 PLAN I UNITRUST 130 EAST 59TH STREET NEW YORK NY 10022 137080593 CHARITABLE REMAINDER TRUST NY N/A T 10000 0.68190 1 DL 5 CRAT #2 130 EAST 59TH STREET NEW YORK NY 10022 137031733 CHARITABLE REMAINDER TRUST NY N/A T 36000 0.63710 1 ML 7 PL I UNI 130 EAST 59TH STREET NEW YORK NY 10022 136979241 CHARITABLE REMAINDER TRUST NY N/A T 97000 0.66230 1 B&MM 8 PL I 130 EAST 59TH STREET NEW YORK NY 10022 137052600 CHARITABLE REMAINDER TRUST NY N/A T 1369000 0.62980 1 JG 10 TW CRUT 130 EAST 59TH STREET NEW YORK NY 10022 206383872 CHARITABLE REMAINDER TRUST NY N/A T 849000 0.62660 1 MS 8 CRAT 130 EAST 59TH STREET NEW YORK NY 10022 136914907 CHARITABLE REMAINDER TRUST NY N/A T 14000 0.67980 1 JLL 885 PL II UNI 130 EAST 59TH STREET NEW YORK NY 10022 136949275 CHARITABLE REMAINDER TRUST NY N/A T 109000 0.60600 1 CMD 8 CRUT 130 EAST 59TH STREET NEW YORK NY 10022 137258271 CHARITABLE REMAINDER TRUST NY N/A T 47000 0.60730 1 S&GS 130 EAST 59TH STREET NEW YORK NY 10022 137069323 CHARITABLE REMAINDER TRUST NY N/A T 611000 0.61010 1 HB IRREV TRUST 130 EAST 59TH STREET NEW YORK NY 10022 131624001 CHARITABLE REMAINDER TRUST NY N/A T 532000 0.55310 1 KJ & E 7 PL I 130 EAST 59TH STREET NEW YORK NY 10022 137080387 CHARITABLE REMAINDER TRUST NY N/A T 8000 0.56450 1 WMS 75 PL I UNI 130 EAST 59TH STREET NEW YORK NY 10022 137031732 CHARITABLE REMAINDER TRUST NY N/A T 21000 0.54350 1 RM& B 8 130 EAST 59TH STREET NEW YORK NY 10022 137045266 CHARITABLE REMAINDER TRUST NY N/A T 1193000 0.56750 1 FR 575 CRAT 130 EAST 59TH STREET NEW YORK NY 10022 206327605 CHARITABLE REMAINDER TRUST NY N/A T 267000 0.53230 1 HJ&H 7 PL II 130 EAST 59TH STREET NEW YORK NY 10022 137056039 CHARITABLE REMAINDER TRUST NY N/A T 53000 0.51790 1 WJ 7 CRAT 130 EAST 59TH STREET NEW YORK NY 10022 137066192 CHARITABLE REMAINDER TRUST NY N/A T 51000 0.56320 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 THE CAROLINE & JOSEPH S GRUSS LIFE MONUMENT FUNDS INC B 3647000 GRANTS MADE JEWISH COMMUNAL FUND C 18657000 GRANTS RECEIVED THE JOEL & ORA BENTON MONROE BENTON MEMORIAL FOUNDATION C 786000 GRANTS RECEIVED THE RICHARD C & LISA N PERRY FOUNDATION C 150000 GRANTS RECEIVED THE TAMEAD FOUNDATION C 85000 GRANTS RECEIVED JAKUBOVITZ FOUNDATION C 72000 GRANTS RECEIVED THE ERIC & TAMAR GOLDSTEIN FOUNDATION C 63000 GRANTS RECEIVED FLEISCHER FOUNDATION C 55000 GRANTS RECEIVED JEWISH COMMUNAL FUND Q 2459000 ACTUAL EXPENSE AMOUNTS JEWISH WOMEN'S FOUNDATION OF NEW YORK INC Q 434000 ACTUAL EXPENSE AMOUNTS UJA-FED PROPERTIES INC R 375000 ACTUAL CASH TRANSFERS JEWISH WOMEN'S FOUNDATION OF NEW YORK INC R 131000 ACTUAL CASH TRANSFERS JEWISH COMMUNAL FUND S 11227000 ACTUAL CASH TRANSFERS UJA-FED PROPERTIES INC S 2000000 ACTUAL CASH TRANSFERS THE RICHARD C & LISA N PERRY FOUNDATION S 1000000 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 35 OTHER SUPPORTING ORGANIZATIONS. ALTHOUGH JCF, THE GRUSS FUNDS, AND THE OTHER 35 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 35 OTHER SUPPORTING ORGANIZATIONS AND ALTHOUGH UJA-FEDERATION AND ITS NETWORK AGENCIES RECEIVED APPROXIMATELY 39.8% AND 8.5%, RESPECTIVELY, OF THE TOTAL GRANTS MADE BY THESE SUPPORTING ORGANIZATIONS DURING THE FIVE YEAR PERIOD ENDED JUNE 30, 2015, 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.