2015-05-13T14:07:04-05:00 2014-06-30 990 2013-07-01 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 2015-05-13 2013 2016-02-25 16:41:14Z UJA-FEDERATION OF NEW YORK INC ERIC S GOLDSTEIN 130 EAST 59TH STREET NEW YORK NY 10022 975441000 0 X WWW.UJAFEDNY.ORG X 1975 NY REFER TO FORM 990, PART III, LINE 1 162 159 489 4000 877000 -1977298 168819000 167268000 423000 322000 43120000 76777000 -3468000 -3049000 208894000 241318000 156583000 149234000 0 0 42273000 43394000 0 0 28385000 26109000 26577000 224965000 219205000 -16071000 22113000 1273816000 1382638000 201697000 196328000 1072119000 1186310000 X UJA-FEDERATION 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 PURSUES ITS MISSION BY PROVIDING GRANTS, CAPACITY-BUILDING SUPPORT, AND ADVOCACY SERVICES TO CLOSE TO 100 NETWORK AGENCIES - MAJOR HEALTH AND HUMAN SERVICE AGENCIES; COMMUNITY CENTERS AND CAMPS; AGENCIES THAT SUPPORT JEWISH EDUCATION; AND A DOZEN NATIONAL AND INTERNATIONAL AGENCIES - AS WELL AS NUMEROUS OTHER NOT-FOR-PROFIT INSTITUTIONS IN NEW YORK AND ISRAEL. UJA-FEDERATION ALSO SERVES AN IMPORTANT COMMUNAL PLANNING FUNCTION BY IDENTIFYING NEW ISSUES FACING THE JEWISH COMMUNITY AND MOBILIZING INSTITUTIONS AND RESOURCES TO ADDRESS THOSE ISSUES. MANY OF UJA-FEDERATION'S NETWORK INSTITUTIONS PROVIDE SERVICES TO THE WIDER GENERAL COMMUNITY AS WELL AS TO THE JEWISH COMMUNITY. 0 0 76090000 68126000 CARE FOR PEOPLE IN NEED: FUNDS RAISED AND DISBURSED BY UJA-FEDERATION OF NEW YORK AID ALMOST 1.5 MILLION PEOPLE A YEAR IN NEW YORK CITY, WESTCHESTER AND LONG ISLAND THROUGH THE ACTIVITIES OF CLOSE TO 100 BENEFICIARY AGENCIES AS WELL AS OTHER GRANTEES. THESE AGENCIES SERVE BOTH JEWS AND NON-JEWS OF ALL AGES, INCLUDING IMMIGRANTS, SENIORS, HOLOCAUST SURVIVORS, PEOPLE WITH DISABILITIES, THE SICK AND THE POOR, AND THOSE SUFFERING ECONOMIC STRIFE. UJA-FEDERATION'S GRANTS ALSO PROMOTE VOLUNTEERISM, RECRUITING AND TRAINING HUNDREDS OF VOLUNTEERS WHO IN TURN SERVE THOUSANDS OF CLIENTS. MOREOVER, THROUGH GRANTS TO THE JEWISH FEDERATIONS OF NORTH AMERICA, WHICH SUPPORTS THE JEWISH AGENCY FOR ISRAEL (JAFI), (CONTINUED ON SCHEDULE O, PAGE 84)(CONTINUED)THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC),AND OTHER GRANTEES, UJA-FEDERATION PROVIDES SUPPORT FOR ASSISTANCE TO IMMIGRANTS, THE POOR AND THE ELDERLY, CHILDREN AT RISK, AND OTHER VULNERABLE POPULATIONS, TOUCHING MORE THAN THREE MILLION JEWS A YEAR THROUGHOUT THE WORLD. SERVICES 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. IN TOTAL, IN FISCAL YEAR 2014, MORE THAN 380 GRANTS WENT TO APPROXIMATELY 125 AGENCIES TO CARE FOR PEOPLE IN NEED. 44126000 39507000 INSPIRE A PASSION FOR JEWISH LIFE AND LEARNING: UJA-FEDERATION SUPPORTS INNOVATIVE INITIATIVES THAT STRENGTHEN AND RENEW SYNAGOGUE LIFE AND JEWISH LIFE ON COLLEGE CAMPUSES, ENCOURAGE YOUNG JEWS TO DISCOVER THEIR ROOTS AND COMMUNAL IDENTITY THROUGH EXPERIENCES IN ISRAEL, STRENGTHEN JEWISH EDUCATION, ENGAGE FAMILIES WITH CHILDREN, AND REACH OUT TO UNAFFILIATED JEWS. UJA-FEDERATION SUPPORTS INFORMAL AND FORMAL JEWISH EDUCATION PROGRAMS FOR CHILDREN AND ADULTS IN THE NEW YORK AREA; PROVIDING SCHOLARSHIP FUNDS TO NEARLY 50 JEWISH DAY SCHOOLS, NEARLY 50 ISRAEL EXPERIENCE PROGRAMS, NUMEROUS JEWISH SUMMER CAMPS AND, THROUGH THE FUND FOR JEWISH EDUCATION, PROVIDES FUNDING FOR MEDICAL AND PENSION BENEFITS FOR EDUCATORS(CONTINUED ON SCHEDULE O, PAGE 85)(CONTINUED)IN HUNDREDS OF JEWISH DAY SCHOOLS IN THE EIGHT-COUNTY REGION. IN FISCAL YEAR 2014, NEARLY 250 GRANTS WENT TO APPROXIMATELY 190 AGENCIES TO INSPIRE A PASSION FOR JEWISH LIFE AND LEARNING. 46464000 41601000 STRENGTHEN JEWISH COMMUNITIES: TO STRENGTHEN THE BONDS AMONG JEWS AROUND THE WORLD, UJA-FEDERATION PROVIDES FINANCIAL SUPPORT FOR RESCUE AND RESETTLEMENT OF JEWS FROM DISTRESSED COMMUNITIES AS WELL AS FOR JEWS CHOOSING TO MAKE A NEW LIFE IN ISRAEL. JEWISH COMMUNITY CENTERS AND OTHER COMMUNITY-BASED ORGANIZATIONS IN THE EIGHT-COUNTY AREA IN AND AROUND NEW YORK CITY SERVE AS GATEWAYS INTO THE JEWISH COMMUNITY AND INTO AMERICAN SOCIETY AND PROVIDE VITAL SERVICES FOR IMMIGRANTS. UJA-FEDERATION'S GRANTS TO JAFI AND JDC PROVIDE SUPPORT FOR RESETTLEMENT OF JEWS FROM ETHIOPIA AND THE FORMER SOVIET UNION IN ISRAEL. THROUGH ENHANCED EDUCATION PROGRAMS FOR ADULTS, LEADERSHIP TRAINING, AND A VARIETY OF SOCIAL SUPPORTS FOR(CONTINUED ON SCHEDULE O, PAGE 85)(CONTINUED)IMMIGRANT FAMILIES, UJA-FEDERATION FOSTERS IMMIGRANTS' INTEGRATION INTO ISRAELI SOCIETY. UJA-FEDERATION ALSO SUPPORTS COMMUNITY RELATIONS ORGANIZATIONS IN NEW YORK AND ISRAEL THAT PROMOTE TOLERANCE, EQUALITY AND MUTUAL RESPECT AMONG DIVERSE POPULATIONS. IN FISCAL YEAR 2014, MORE THAN 150 GRANTS WENT TO NEARLY 100 AGENCIES TO STRENGTHEN JEWISH COMMUNITIES. 166680000 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 1 617 0 1 489 1 1 1 1 BD 0 0 0 1 1 1 2 0 0 0 X 162 159 1 0 0 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/DIRECTO 0.00 X X 0 0 0 ERIC S GOLDSTEIN VICE CHAIR/DIRECTOR 0.00 X X 0 0 0 JOHN A HERRMANN JR TREASURER/DIRECTOR 0.00 X X 0 0 0 ALISA F LEVIN COMMISSION CHAIR/DIRECTOR 0.00 X X 0 0 0 SARA E NATHAN COMMISSION CHAIR/DIRECTOR 0.00 X X 0 0 0 JEFFREY A SCHOENFELD COMMISSION CHAIR/DIRECTOR 0.00 X X 0 0 0 FREDRIC W YERMAN COMMISSION 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 WAYNE K GOLDSTEIN PLANNED GIVING & ENDOWMENTS CHAIR/DIRECTOR 0.00 X 0 0 0 AMY A B BRESSMAN EXEC. COMM. AT LARGE/DIREC 0.00 X 0 0 0 MICHAEL OLSHAN EXEC. COMM. AT LARGE/DIREC 0.00 X 0 0 0 MARCIA RIKLIS EXEC. COMM. AT LARGE/DIREC 0.00 X 0 0 0 DAVID A STERLING EXEC. COMM. AT LARGE/DIREC 0.00 X 0 0 0 PAMELA P WEXLER EXEC. COMM. AT LARGE/DIREC 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 PHILIP ALTHEIM 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 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 TRACEY D BILSKI DIRECTOR 0.00 X 0 0 0 MARNIE BLACK DIRECTOR 0.00 X 0 0 0 LAURIE E BLITZER 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 ELLEN B BROWN DIRECTOR 0.00 X 0 0 0 SANDRA F CAHN DIRECTOR 0.00 X 0 0 0 MIRIAM CASLOW DIRECTOR 0.00 X 0 0 0 LAWRENCE J COHEN DIRECTOR 0.00 X 0 0 0 CAROL H CORBIN 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 ROGER W EINIGER DIRECTOR 0.00 X 0 0 0 RACHEL S EPSTEIN DIRECTOR 0.00 X 0 0 0 SIMA FELDSHER DIRECTOR 0.00 X 0 0 0 YALE M FERGANG DIRECTOR 0.00 X 0 0 0 CHERYL FISHBEIN DIRECTOR 0.00 X 0 0 0 WENDY FISHER DIRECTOR 0.00 X 0 0 0 STEVEN D FLEISCHER DIRECTOR 0.00 X 0 0 0 MARTINE FLEISHMAN 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 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 RABBI LINDA H GOODMAN 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 DOREE GREENBERG DIRECTOR 0.00 X 0 0 0 JENNIFER GROSS 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 I 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 DAVID J JEMAL 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 TRICIA KALLETT 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 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 DAVID KLEINHANDLER 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 LOIS KOHN-CLAAR DIRECTOR 0.00 X 0 0 0 PAUL J KONIGSBERG DIRECTOR 0.00 X 0 0 0 LYNN KORDA KROLL 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 ALICE L KULICK DIRECTOR 0.00 X 0 0 0 MICHAEL R LAX 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 SAMUEL G LISS DIRECTOR 0.00 X 0 0 0 RABBI HASKEL LOOKSTEIN 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 ANDREA S MARKEZIN-PRESS DIRECTOR 0.00 X 0 0 0 MATTHEW J MARYLES DIRECTOR 0.00 X 0 0 0 EDWARD MERMELSTEIN DIRECTOR 0.00 X 0 0 0 ROBERT I MEYERS DIRECTOR 0.00 X 0 0 0 JOSEPH MOINIAN 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 SUZANNE F PECK DIRECTOR 0.00 X 0 0 0 DOUGLAS A PHILLIPS 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 KARINA RABEI-PLOTKO DIRECTOR 0.00 X 0 0 0 STEPHEN R REINER 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 RONI RUBENSTEIN DIRECTOR 0.00 X 0 0 0 RABBI PETER J RUBINSTEIN 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 LYNN SCHNEIDER DIRECTOR 0.00 X 0 0 0 WILLIAM H SCHRAG DIRECTOR 0.00 X 0 0 0 HARVEY SCHULWEIS 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 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 JILL W SMITH DIRECTOR 0.00 X 0 0 0 JEROME SPITZER DIRECTOR 0.00 X 0 0 0 ROBERT M STAVIS DIRECTOR 0.00 X 0 0 0 MARC K SUVALL DIRECTOR 0.00 X 0 0 0 JACKY TEPLITZKY DIRECTOR 0.00 X 0 0 0 LYNN TOBIAS 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 JOAN WACHTLER DIRECTOR 0.00 X 0 0 0 BRAM D WEBER DIRECTOR 0.00 X 0 0 0 VICKI WEINER DIRECTOR 0.00 X 0 0 0 ROBERT R WIENER DIRECTOR 0.00 X 0 0 0 ARLENE T WITTELS DIRECTOR 0.00 X 0 0 0 DIANE WOHL 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 JOHN SRUSKAY EXEC. VICE PRES. & CEO 35.00 X 555000 0 331000 IRVIN A ROSENTHAL CHIEF FINANCIAL OFFICER 35.00 X 359000 0 91000 ELLEN R ZIMMERMAN SECRETARY/GEN'L COUNSEL & CCO 35.00 X 279000 0 65000 MARK MEDIN SENIOR VICE PRESIDENT 35.00 X 344000 0 51000 ALISA RUBIN KURSHAN SENIOR VICE PRESIDENT 35.00 X 290000 0 68000 ROBERTA LEINER SENIOR VICE PRESIDENT 35.00 X 242000 0 64000 STUART TAUBER SENIOR VICE PRESIDENT 35.00 X 240000 0 52000 COLIN AMBROSE CHIEF INVESTMENT OFFICER 35.00 X 757000 0 31000 LAWRENCE SWILLING CONTROLLER 35.00 X 255000 0 61000 WILLIAM SAMERS VICE PRESIDENT 35.00 X 228000 0 37000 REUBEN ROMIROWSKY VICE PRESIDENT 35.00 X 218000 0 32000 LESLIE LICHTER MANAGING DIRECTOR 35.00 X 202000 0 44000 3969000 0 927000 78 0 1 0 FLIK INTERNATIONAL CORP PO BOX 91337 CHICAGO IL 60693 FOOD SERVICE PROVIDER 1010000 FOREMOST RAM CATERERS INC 65 ANDERSON AVENUE MOONACHIE NJ 07074 FOOD SERVICE PROVIDER 966000 GIL TRAVEL (SUBSTANTIALLY ALL REIMBURSED 1511 WALNUT STREET PHILADELPHIA PA 19102 MISSION & OTHER BUSINESS TRAVEL 899000 DA'AT (SUBSTANTIALLY ALL REIMBURSED) 147 WEST 35TH STREET NEW YORK NY 10001 MISSION TRAVEL 859000 BRIDGESPAN GROUP INC 535 BOYLSTON STREET BOSTON MA 02116 CONSULTING 757000 39 36991000 17952000 112325000 8327000 167268000 TRUST FOR DISAB ADULTS 900099 226000 226000 PUBLIC POLICY SERVICES 900099 64000 64000 32000 32000 322000 16107000 15230000 877000 787522000 726852000 60670000 60670000 60670000 4727000 36991000 7271000 -2544000 -2544000 PENSION PLAN ADMIN FEE 561000 116000 116000 -621000 -621000 -505000 241318000 75717000 877000 -2544000 145347000 145347000 3058000 3058000 829000 829000 3408000 1145000 1004000 1259000 30022000 8165000 7798000 14059000 1892000 515000 491000 886000 5793000 1575000 1505000 2713000 2279000 620000 592000 1067000 834000 32000 748000 54000 411000 411000 52000 52000 5050000 5050000 2853000 1059000 1194000 600000 697000 166000 156000 375000 2956000 803000 769000 1384000 850000 88000 584000 178000 3479000 957000 869000 1653000 1192000 324000 310000 558000 247000 67000 64000 116000 3122000 740000 1028000 1354000 2973000 930000 837000 1206000 552000 3000 547000 2000 CREDIT CARD FEES 507000 507000 OUTSIDE CATERING 161000 50000 35000 76000 A/V SERVICES OUTSIDE 110000 31000 28000 51000 LIST MAINTENANCE 70000 70000 461000 124000 120000 217000 219205000 166680000 24140000 28385000 19223000 24056000 72606000 38503000 55069000 56556000 2523000 5784000 2966000 2495000 80136000 16605000 64516000 63531000 409390000 497246000 506887000 546185000 25211000 26310000 115425000 121972000 1273816000 1382638000 15550000 14912000 21325000 14693000 59506000 57793000 45770000 54654000 59546000 54276000 201697000 196328000 X 521834000 568819000 313445000 372672000 236840000 244819000 1072119000 1186310000 1273816000 1382638000 X 22113000 76440000 15638000 X 0 1 X 1 0 X 173778000 152562000 189539000 168819000 167268000 851966000 173778000 152562000 189539000 168819000 167268000 851966000 14632000 837334000 11993000 14024000 4568000 11636000 15230000 57451000 2351000 1709000 1076000 466000 877000 6479000 445000 533000 743000 -1549000 -505000 -333000 915563000 28619000 0.91460 0.92030 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2000 50000 52000 219153000 219205000 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 35000 32000 36000 52000 155000 250000 250000 250000 250000 1000000 1500000 1000 1000 1000 2000 5000 18 142000 1117000 22685000 0 0 0 1 X 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 694882000 43712000 66034000 -52428000 -24160000 -563000 727477000 0.42000 0.25000 0.33000 0 0 1118000 1118000 74007000 14727000 59280000 5011000 1878000 3133000 63531000 MULTI-STRATEGY HEDGE FUNDS 205274000 F PRIVATE EQUITY/REAL-ESTATE 118964000 F INTEREST IN RELATED ORGANIZATIONS 44711000 C NON-PUBLIC EQUITIES 164556000 F STATE OF ISRAEL BONDS 12551000 C INTEREST IN OIL AND GAS PROPERTIES 129000 F 546185000 ASSETS HELD UNDER CHARITABLE TRUST AGREEMENTS 44822000 AMOUNTS HELD ON BEHALF OF OTHER AGENCIES 54654000 NON-DEPRECIABLE PROPERTY 9935000 INTERCOMPANY RECEIVABLES 7935000 CASH SURRENDER VALUE - LIFE INSURANCE 3462000 OTHER 1164000 121972000 LIABILITIES UNDER CHARITABLE TRUST AND ANNUITY AGREEMENTS 49696000 ACCRUED POSTRETIREMENT BENEFITS 4580000 54276000 X 328727000 76440000 150000 15869000 92459000 236268000 5050000 5050000 241318000 214305000 150000 150000 214155000 5050000 5050000 219205000 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 0 1 PROGRAM SERVICES INSURANCE SERVICES FOR NETWORK AGENCIES 3852000 MIDDLE EAST 1 5 PROGRAM SERVICES MONITORING OF GRANTS - REFER TO SCHEDULE F, PART V, SUPPLEMENTAL INFORMATION 709000 RUSSIA 0 0 GRANTMAKING 829000 CARIBBEAN 0 0 INVESTMENTS 286162000 1 6 0 0 1 6 291552000 0 291552000 RUSSIA JEWISH LIFE AND LEARNING 829000 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 OF 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 5441000 5064000 377000 536000 11000 35000 JOHN RUSKAY TRIBUTE 4061000 3907000 154000 447000 10000 41000 103 30861000 28003000 2858000 30000 3799000 328000 391000 40363000 36974000 3389000 30000 4782000 349000 467000 5628000 -2239000 1 92ND STREET YM-YWHA 1395 LEXINGTON AVENUE NEW YORK NY 10128 131624229 501(C)3 628000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING AMERICAN FRIENDS OF BEIT HATFUTSOT 633 THIRD AVENUE 21ST FLOOR NEW YORK NY 10017 132929469 501(C)3 10000 CARING AMERICAN JEWISH WORLD SERVICE 45 W 36TH STREET 10TH FLOOR NEW YORK NY 10018 222584370 501(C)3 60000 CARING AUTISM SCIENCE FOUNDATION 28 WEST 39TH STREET NEW YORK NY 10018 264522309 501(C)3 10000 CARING BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER 15 NEIL COURT OCEANSIDE NY 11572 112002556 501(C)3 1160000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING BERKSHIRE HILLS-EMANUEL CAMPS 49 WEST 38TH STREET 5TH FLOOR NEW YORK NY 10018 131739934 501(C)3 233000 PEOPLEHOOD / JEWISH LIFE & LEARNING BETH ISRAEL MEDICAL CENTER 1ST AVENUE AT 16TH STREET NEW YORK NY 10003 135564934 501(C)3 200000 CARING 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 353000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING BRONX HOUSE JEWISH COMMUNITY CENTER 990 PELHAM PARKWAY SOUTH BRONX NY 10461 131739935 501(C)3 286000 CARING BRONX JEWISH COMMUNITY COUNCIL 2930 WALLACE AVENUE BRONX NY 10467 132744533 501(C)3 175000 CARING BRONX-RIVERDALE YM-YWHA 5625 ARLINGTON AVENUE BRONX NY 10471 131740507 501(C)3 470000 2000 FMV IMPUTED INTEREST CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING BROOKLYN HEIGHTS SYNAGOGUE 131 REMSEN STREET BROOKLYN NY 11201 112404508 501(C)3 15000 JEWISH LIFE & LEARNING CAMP DORA GOLDING 5515 NEW UTRECHT AVENUE BROOKLYN NY 11219 136000413 501(C)3 80000 289000 APPRAISAL IMPUTED RENT PEOPLEHOOD / JEWISH LIFE & LEARNING CAROLINE AND JOSEPH S GRUSS LIFE MONUMENT FUNDS INC 45 BROADWAY SUITE 3050 NEW YORK NY 10006 133573461 501(C)3 3487000 JEWISH LIFE & LEARNING CAUSE EFFECTIVE 505 8TH AVENUE SUITE 1212 NEW YORK NY 10018 133083978 501(C)3 6000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING CENTERLIGHT HEALTH SYSTEM 612 ALLERTON AVENUE BRONX NY 10467 131739920 501(C)3 375000 CARING CENTRAL QUEENS YM & YWHA 6709 108TH STREET FOREST HILLS NY 11375 111633509 501(C)3 749000 10000 FMV IMPUTED INTEREST CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING CHAI LIFELINE 151 WEST 30TH STREET NEW YORK NY 10001 112940331 501(C)3 12000 CARING COLLEGE OF STATEN ISLAND HILLEL THE MULTI FAITH CENTER BLDG 1A ROOM 212A STATEN ISLAND NY 10314 260212010 501(C)3 108000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING COMMUNITY ASSOCIATION FOR JEWISH AT RISK 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 10000 JEWISH LIFE & LEARNING CONGREGATION BEIT SIMCHAT TORAH 57 BETHUNE STREET NEW YORK NY 10014 237406899 501(C)3 10000 CARING / JEWISH LIFE & LEARNING CONGREGATION BETH ELOHIM 274 GARFIELD PLACE BROOKLYN NY 11215 111672755 501(C)3 160000 PEOPLEHOOD / JEWISH LIFE & LEARNING CONGREGATION KOL AMI 252 SOUNDVIEW AVENUE WHITE PLAINS NY 10606 131739991 501(C)3 8000 JEWISH LIFE & LEARNING CONGREGATION MOUNT SINAI 250 CADMAN PLAZA WEST BROOKLYN NY 11201 111666223 501(C)3 10000 JEWISH LIFE & LEARNING CONGREGATION SONS OF ISRAEL 111 IRVING PLACE WOODMERE NY 11598 111704596 501(C)3 10000 JEWISH LIFE & LEARNING CONGREGATION TEHILLAH PO BOX 109 BRONX NY 10463 134165869 501(C)3 24000 PEOPLEHOOD / JEWISH LIFE & LEARNING CONSERVATIVE SYNAGOGUE ADATH ISRAEL OF RIVERDALE 475 WEST 250TH STREET RIVERDALE NY 10471 131809278 501(C)3 6000 JEWISH LIFE & LEARNING COUNCIL OF JEWISH EMIGRE COMMUNITY ORGANIZATION INC (COJECO) 40 EXCHANGE PLACE SUITE 1302 NEW YORK NY 10005 133955736 501(C)3 740000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING COUNCIL OF YOUNG JEWISH PRESIDENTS 225 WEST 34TH STREET SUITE 1607 NEW YORK NY 10122 262145040 501(C)3 50000 PEOPLEHOOD / JEWISH LIFE & LEARNING CZ WELLNESS GROUP INC (CAMP ZEKE) 49 WEST 38TH STREET 5TH FLOOR NEW YORK NY 10018 461869615 501(C)3 104000 294000 APPRAISAL IMPUTED RENT CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING DARKHEI NOAM C/O ALLIE ALPEROVICH 41 WEST 96TH ST9B NEW YORK NY 10025 352169126 501(C)3 10000 JEWISH LIFE & LEARNING DEFIANT REQUIEM FOUNDATION PO BOX 6242 WASHINGTON DC 20015 263238489 501(C)3 18000 CARING DOR CHADASH 130 WEST 42ND STREET SUITE 2204 NEW YORK NY 10036 203113544 501(C)3 25000 PEOPLEHOOD DOROT 171 WEST 85 STREET NEW YORK NY 10024 133264005 501(C)3 235000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING EDEN VILLAGE CAMP 392 DENNYTOWN ROAD PUTNAM VALLEY NY 10579 264373931 501(C)3 0 134000 APPRAISAL IMPUTED RENT PEOPLEHOOD / JEWISH LIFE & LEARNING EDITH AND CARL MARKS JEWISH COMMUNITY HOUSE OF BENSONHURST 7802 BAY PARKWAY BROOKLYN NY 11214 111633484 501(C)3 1783000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING ENCOUNTER PROGRAMS INC 25 BROADWAY SUITE 1700 NEW YORK NY 10004 260593832 501(C)3 8000 PEOPLEHOOD FACING HISTORY AND OURSELVES 14 EAST 4TH STREET 3RD FLOOR SUITE 3003 NEW YORK NY 10012 042761636 501(C)3 25000 JEWISH LIFE & LEARNING FEGS HEALTH AND HUMAN SERVICES 315 HUDSON STREET NEW YORK NY 10013 131624000 501(C)3 5611000 CARING / PEOPLEHOOD FIRST HEBREW CONGREGATION 1821 MAIN STREET PEEKSKILL NY 10566 131879961 501(C)3 9000 JEWISH LIFE & LEARNING FJC 520 8TH AVENUE 20TH FLOOR NEW YORK NY 10018 133848582 501(C)3 70000 PEOPLEHOOD FOOTSTEPS INC 217 THOMPSON STREET SUITE 367 NEW YORK NY 10012 200666923 501(C)3 40000 PEOPLEHOOD / JEWISH LIFE & LEARNING FORT TRYON JEWISH CENTER PO BOX 1164 NEW YORK NY 10040 131814388 501(C)3 15000 JEWISH LIFE & LEARNING FOUNDATION FOR JEWISH CAMP INC 253 WEST 35TH STREET 4TH FLOOR NEW YORK NY 10001 223551013 501(C)3 425000 JEWISH LIFE & LEARNING FRACTURED ATLAS 248 W 35TH STREET FLOOR 10 NEW YORK NY 10001 113451703 501(C)3 10000 JEWISH LIFE & LEARNING FRIENDS OF BEZALEL ACADEMY OF ARTS AND DESIGN IN JERUSALEM 370 LEXINGTON AVENUE SUITE 1612 NEW YORK NY 10017 132952614 501(C)3 20000 PEOPLEHOOD / JEWISH LIFE & LEARNING GATEWAYS ORGANIZATION INC 11 WALLENBERG CIRCLE MONSEY NY 10952 133984085 501(C)3 25000 PEOPLEHOOD GURWIN JEWISH NURSING & REHABILITATION CENTER 68 HAUPPAUGE ROAD COMMACK NY 11725 112785201 501(C)3 133000 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 429000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING HEBREW EDUCATIONAL SOCIETY 9502 SEAVIEW AVENUE BROOKLYN NY 11236 111642720 501(C)3 529000 665000 APPRAISAL IMPUTED RENT CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING HEBREW FREE BURIAL ASSOCIATION 224 WEST 35TH STREET ROOM 300 NEW YORK NY 10001 135596755 501(C)3 46000 CARING / PEOPLEHOOD HEBREW FREE LOAN SOCIETY 675 3RD AVENUE SUITE 1905 NEW YORK NY 10017 135562239 501(C)3 376000 1000 FMV IMPUTED INTEREST CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING HEBREW INSTITUTE OF RIVERDALE 3700 HENRY HUDSON PARKWAY RIVERDALE NY 10463 131740456 501(C)3 15000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION ONE WEST 4TH STREET BROOKDALE CENTER NEW YORK NY 10012 310537067 501(C)3 50000 PEOPLEHOOD HENRY KAUFMANN CAMPGROUNDS INC 667 BLAUVELT ROAD PEARL RIVER NY 10965 135633239 501(C)3 578000 3109000 APPRAISAL IMPUTED RENT CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING HILLEL AT BARUCH COLLEGE 55 LEXINGTON AVE B2-210 NEW YORK NY 10010 204777751 501(C)3 170000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING HILLEL AT BINGHAMTON UNIVERSITY UNIVERSITY UNION WEST 208-B BINGHAMTON NY 13902 010569965 501(C)3 120000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING HILLEL FOUNDATION FOR JEWISH LIFE SNYDER HILLEL CENTER STONY BROOK UNIV UNION SUITE 201 STONY BROOK NY 11794 116112474 501(C)3 167000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 800 EIGHTH STREET NW WASHINGTON DC 20001 521844823 501(C)3 75000 JEWISH LIFE & LEARNING HILLELS OF WESTCHESTER MAIN PO BOX 8 PURCHASE NY 10577 201355458 501(C)3 104000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING HOFSTRA UNIVERSITY HILLEL 200 HOFSTRA UNIVERSITY STUDENT CENTER 213A HEMPSTEAD NY 11549 111630906 501(C)3 123000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING HOPE FOR HEROISM 270 S HANFORD STREET 207 SEATTLE WA 98134 912105756 501(C)3 50000 PEOPLEHOOD HUMAN SERVICES COUNCIL OF NEW YORK CITY 130 EAST 59TH STREET NEW YORK NY 10022 133620059 501(C)3 291000 CARING HUNTER COLLEGE HILLEL BUILDING 1317A 695 PARK AVENUE NEW YORK NY 10065 133853221 501(C)3 129000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING INSTITUTE FOR JEWISH COMMUNITY RESEARCH BE'CHOL LASHON 3198 FULTON STREET SAN FRANCISCO CA 94118 943307253 501(C)3 100000 PEOPLEHOOD ISABELLA FREEDMAN JEWISH RETREAT CENTER 116 JOHNSON ROAD FALLS VILLAGE CT 06031 131623922 501(C)3 174000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING JERUSALEM ONLINE UNIVERSITY 105 E 34TH STREET ROOM 117 NEW YORK NY 10016 261264680 501(C)3 100000 PEOPLEHOOD JEWISH ASSOCIATION SERVING THE AGING (JASA) 247 WEST 37TH STREET 9TH FLOOR NEW YORK NY 10018 132620896 501(C)3 2705000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES 135 WEST 50TH STREET 6TH FLOOR NEW YORK NY 10020 135564937 501(C)3 6821000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING JEWISH CHILD CARE ASSOCIATION OF NEW YORK 858 EAST 29TH STREET BROOKLYN NY 11210 131624060 501(C)3 1003000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING JEWISH COMMUNAL FUND (FISCAL SPONSORSHIP) 575 MADISON AVENUE SUITE 703 NEW YORK NY 10022 237174183 501(C)3 250000 JEWISH LIFE & LEARNING JEWISH COMMUNITY CENTER OF MID-WESTCHESTER 999 WILMOT ROAD SCARSDALE NY 10583 133617061 501(C)3 438000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING JEWISH COMMUNITY CENTER OF STATEN ISLAND 1466 MANOR ROAD STATEN ISLAND NY 10314 135562256 501(C)3 658000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING JEWISH COMMUNITY CENTER OF THE GREATER FIVE TOWNS 207 GROVE AVENUE CEDARHURST NY 11516 112546437 501(C)3 637000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING JEWISH COMMUNITY CENTERS ASSOCIATION 520 EIGHTH AVENUE 4TH FLOOR NEW YORK NY 10018 135599486 501(C)3 13000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING JEWISH COMMUNITY FOUNDATION OF COLORADO 300 SOUTH DAHLIA STREET SUITE 300 DENVER CO 80246 010831698 501(C)3 36000 CARING JEWISH COMMUNITY RELATIONS COUNCIL OF NEW YORK 225 WEST 34TH STREET SUITE 1607 NEW YORK NY 10122 132869041 501(C)3 1841000 PEOPLEHOOD / JEWISH LIFE & LEARNING JEWISH COUNCIL FOR PUBLIC AFFAIRS 116 EAST 27TH STREET 10TH FLOOR NEW YORK NY 10016 131624104 501(C)3 165000 JEWISH LIFE & LEARNING JEWISH DEAF RESOURCE CENTER PO BOX 318 HARTSDALE NY 10530 133914924 501(C)3 20000 CARING JEWISH FEDERATION OF METROPOLITAN CHICAGO 30 SOUTH WELLS STREET FLOOR 3 CHICAGO IL 60606 362167761 501(C)3 10000 CARING JEWISH FEDERATIONS OF NORTH AMERICA - FOR BIRTHRIGHT ISRAEL PROGRAM 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 1569000 JEWISH LIFE & LEARNING JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 5135000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING JEWISH FEDERATIONS OF NORTH AMERICA - FOR JAFI 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 29266000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING JEWISH FEDERATIONS OF NORTH AMERICA - FOR JDC 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 12615000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING JEWISH FEDERATIONS OF NORTH AMERICA - OVERSEAS TARGETED 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 9987000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING SEE PART IV SUPPL INFO JEWISH FEDERATIONS OF NORTH AMERICA - FOR NATIONAL ORGANIZATIONS 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 1617000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING JEWISH FUNDERS NETWORK 150 WEST 30TH STREET SUITE 900 NEW YORK NY 10001 232742482 501(C)3 10000 PEOPLEHOOD JEWISH HOME LIFECARE 120 WEST 106TH STREET NEW YORK NY 10025 131624033 501(C)3 760000 CARING / PEOPLEHOOD JEWISH INTERNATIONAL CONNECTIONS NEW YORK (JICNY) 382 CENTRAL PARK WEST 4A NEW YORK NY 10025 542102372 501(C)3 70000 PEOPLEHOOD JEWISH OUTREACH INSTITUTE 1270 BROADWAY SUITE 609 NEW YORK NY 10001 421317696 501(C)3 53000 PEOPLEHOOD JEWISH THEOLOGICAL SEMINARY OF AMERICA 3080 BROADWAY NEW YORK NY 10027 130887640 501(C)3 161000 CARING / PEOPLEHOOD JOSHUA VENTURE PHILANTROPIES INC 253 WEST 35TH STREET NEW YORK NY 10001 331072448 501(C)3 10000 JEWISH LIFE & LEARNING KEHILAT ROMEMU 43 CENTRAL PARK NORTH SUITE 1A NEW YORK NY 10026 113774106 501(C)3 20000 PEOPLEHOOD / JEWISH LIFE & LEARNING KINGS BAY YM-YWHA 3495 NOSTRAND AVENUE BROOKLYN NY 11229 113068515 501(C)3 846000 910000 APPRAISAL IMPUTED RENT CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING KOLOT CHAYEINUVOICES OF OUR LIVES 540 PRESIDENT STREET SUITE 3A BROOKLYN NY 11215 113223086 501(C)3 10000 JEWISH LIFE & LEARNING KRAFT CENTER FOR JEWISH LIFE (COLUMBIABARNARD HILLEL) 606 WEST 115TH STREET NEW YORK NY 10025 237077182 501(C)3 95000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING LA BIOMED 1124 WEST CARSON STREET TORRANCE CA 90502 952138184 501(C)3 10000 CARING LIGHTHOUSE INTERNATIONAL 111 EAST 59TH STREET NEW YORK NY 10022 131096620 501(C)3 20000 CARING LIMMUD NEW YORK C/O MAKOM HADASH 8B 125 MAIDEN LANE LANE NEW YORK NY 10038 562428283 501(C)3 15000 JEWISH LIFE & LEARNING LONG ISLAND GAY AND LESBIAN YOUTH INC (LIGALY) 34 PARK AVENUE BAYSHORE NY 11706 113192966 501(C)3 39000 JEWISH LIFE & LEARNING MAGEN DAVID UNION SQUARE 177 SULLIVAN STREET NEW YORK NY 10012 050618564 501(C)3 10000 JEWISH LIFE & LEARNING MAIMONIDES MEDICAL CENTER 4802 TENTH AVENUE BROOKLYN NY 11219 111635081 501(C)3 150000 CARING MATAN THE GIFT OF JEWISH LEARNING FOR EVERY CHILD 333 MAMARONECK AVENUE 342 WHITE PLAINS NY 10605 134174834 501(C)3 9000 JEWISH LIFE & LEARNING MAYOR'S FUND TO ADVANCE NEW YORK CITY 253 BROADWAY 8TH FLOOR NEW YORK NY 10007 133783906 501(C)3 10000 CARING MECHON HADAR 190 AMSTERDAM AVENUE NEW YORK NY 10023 264412164 501(C)3 115000 JEWISH LIFE & LEARNING MEDICAL DEVELOPMENT FOR ISRAELSCHNEIDER CHILDREN'S MEDICAL CENTER 295 MADISON AVENUE SUITE 1705 NEW YORK NY 10017 133140298 501(C)3 40000 CARING MEMORIAL FOUNDATION ON JEWISH CULTURE 50 BROADWAY 34TH FLOOR NEW YORK NY 10004 136209691 501(C)3 70000 PEOPLEHOOD METROPOLITAN COUNCIL ON JEWISH POVERTY 120 BROADWAY 7TH FLOOR NEW YORK NY 10271 132738818 501(C)3 5284000 2000 FMV IMPUTED INTEREST CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING METROPOLITAN JEWISH HEALTH SYSTEM 6323 7TH AVENUE 3RD FLOOR BROOKLYN NY 11220 113538697 501(C)3 523000 CARING MID-ISLAND Y JEWISH COMMUNITY CENTER 45 MANETTO HILL ROAD PLAINVIEW NY 11803 111841899 501(C)3 590000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING MOATZA INC 1 PENN PLAZA SUITE 2530 NEW YORK NY 10119 462674562 501(C)3 75000 PEOPLEHOOD MOISHE HOUSE 441 SAXONY ROAD BARN 2 ENCINITAS CA 92024 262599786 501(C)3 89000 PEOPLEHOOD / JEWISH LIFE & LEARNING MONTEFIORE MEDICAL CENTER 111 EAST 210TH STREET BRONX NY 10467 131740114 501(C)3 160000 CARING MOSHOLU-MONTEFIORE COMMUNITY CENTER 3450 DEKALB AVENUE BRONX NY 10467 133622107 501(C)3 255000 236000 APPRAISAL IMPUTED RENT CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING MOUNT SINAI MEDICAL CENTER ONE GUSTAVE L LEVY PLACE NEW YORK NY 10029 136271888 501(C)3 150000 CARING MOUNT SINAI SCHOOL OF MEDICINE ANNENBERG BUILDING OFFICE FOR ADM ONE GUSTAVE L LEVY PLACE 5TH FLOOR NEW YORK NY 10029 136171197 501(C)3 107000 CARING MOVING TRADITIONS THE PAVILION SUITE734 261 OLD YORK ROAD JENKINTOWN PA 19046 342015014 501(C)3 33000 JEWISH LIFE & LEARNING 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 127000 PEOPLEHOOD / JEWISH LIFE & LEARNING M'YAD L'YAD - LONG ISLAND'S HELPING HANDS 74 HAUPPAUGE ROAD COMMACK NY 11725 203644034 501(C)3 10000 CARING NATIONAL ASSOCIATION OF JEWISH CHAPLAINS 901 ROUTE 10 WHIPPANY NJ 07981 061288389 501(C)3 88000 CARING NATIONAL COUNCIL OF JEWISH WOMEN NEW YORK SECTION 241 WEST 72ND STREET NEW YORK NY 10023 131624132 501(C)3 11000 CARING NATIONAL RAMAH COMMISSION 3080 BROADWAY NEW YORK NY 10027 136161110 501(C)3 15000 CARING NEHIRIM 125 MAIDEN LANE SUITE 8B NEW YORK NY 10038 264589025 501(C)3 10000 JEWISH LIFE & LEARNING NEW YORK LEGAL ASSISTANCE GROUP 7 HANOVER SQUARE 18 FLOOR NEW YORK NY 10004 133505428 501(C)3 1791000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING NEW YORK SERVICE FOR THE HANDICAPPED CAMP OAKHURST 1140 BROADWAY ROOM 903 NEW YORK NY 10001 135674230 501(C)3 49000 CARING / PEOPLEHOOD NEW YORK UNIVERSITY SCHOOL OF SOCIAL WORK ONE WASHINGTON SQUARE NORTH NEW YORK NY 10003 135562308 501(C)3 30000 CARING NEXT A DIVISION OF BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33RD STREET FLOOR 7 NEW YORK NY 10016 263733917 501(C)3 208000 JEWISH LIFE & LEARNING OHEL CHILDREN'S HOME AND FAMILY SERVICES 4510 16TH AVENUE BROOKLYN NY 11204 116078704 501(C)3 130000 CARING ORTHODOX UNION YACHAD - YAD B'YAD 11 BROADWAY 13TH FLOOR NEW YORK NY 10004 135623717 501(C)3 43000 JEWISH LIFE & LEARNING PAIDEIA THE EUROPEAN INSTITUTE FOR JEWISH STUDIES IN SWEDEN 25 WEST 45TH STREET SUITE 1405 NEW YORK NY 10036 432031997 501(C)3 78000 PEOPLEHOOD PARK EAST SYNAGOGUE 163 EAST 67TH STREET NEW YORK NY 10065 131766598 501(C)3 10000 CARING / JEWISH LIFE & LEARNING PARK SLOPE JEWISH CENTER 1320 8TH AVENUE BROOKLYN NY 11215 111969905 501(C)3 14000 JEWISH LIFE & LEARNING PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION 271-11 76TH AVENUE NEW HYDE PARK NY 11040 132631069 501(C)3 213000 CARING PHI (PARAPROFESSIONAL HEALTHCARE INSTITUTE) 400 EAST FORDHAM ROAD 11TH FLOOR BRONX NY 10458 133575492 501(C)3 384000 CARING PRESENTENSE GROUP 115 EAST 23RD STREET SUITE 301 NEW YORK NY 10010 263301983 501(C)3 83000 JEWISH LIFE & LEARNING PROJECT KESHER 600 MAMARONECK AVE SUITE 400 HARRISON NY 10528 363673594 501(C)3 60000 JEWISH LIFE & LEARNING QUEENS COLLEGE HILLEL 6530 KISSENA BOULEVARD ROOM 206 STUDENT UNION FLUSHING NY 11367 521844823 501(C)3 211000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING RAJE-USA INC 2915 OCEAN PARKWAY BROOKLYN NY 11235 273335956 501(C)3 75000 PEOPLEHOOD RAMAPO FOR CHILDREN 49 WEST 38TH STREET 5TH FLOOR NEW YORK NY 10018 135600422 501(C)3 79000 CARING / PEOPLEHOOD REPAIR THE WORLD 555 8TH AVENUE SUITE 1703 NEW YORK NY 10018 364524686 501(C)3 225000 PEOPLEHOOD RICHARD ROSENTHAL JCC OF NORTHERN WESTCHESTER 600 BEAR RIDGE ROAD PLEASANTVILLE NY 10570 133626607 501(C)3 680000 551000 APPRAISAL IMPUTED RENT CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING SAFE FOUNDATION INC 255 AVENUE W BROOKLYN NY 11223 260102131 501(C)3 15000 CARING SAMUEL FIELD YM&YWHA 5820 LITTLE NECK PARKWAY LITTLE NECK NY 11362 113071518 501(C)3 1210000 3140000 APPRAISAL IMPUTED RENT CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING SELFHELP COMMUNITY SERVICES 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 131624178 501(C)3 1373000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING SEPHARDIC COMMUNITY CENTER 1901 OCEAN PARKWAY BROOKLYN NY 11223 112567809 501(C)3 555000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING SHALOM HARTMAN INSTITUTE OF NORTH AMERICA ONE PENNSYLVANIA PLAZA SUITE 1606 NEW YORK NY 10119 133014387 501(C)3 150000 PEOPLEHOOD SHOREFRONT YM-YWHA OF BRIGHTON - MANHATTAN BEACH 3300 CONEY ISLAND AVENUE BROOKLYN NY 11235 113070228 501(C)3 995000 2170000 APPRAISAL IMPUTED RENT CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING SID JACOBSON JEWISH COMMUNITY CENTER 300 FOREST DRIVE EAST HILLS NY 11548 111976051 501(C)3 915000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING 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 23000 CARING STANTON STREET SHUL (CONGREGATION B'NAI JACOB ANSCHE BRZEZAN) PO BOX 1008 NEW YORK NY 10002 134178312 501(C)3 10000 JEWISH LIFE & LEARNING STEPHEN WISE FREE SYNAGOGUE 30 WEST 68TH STREET NEW YORK NY 10023 131628215 501(C)3 11000 CARING / JEWISH LIFE & LEARNING SURPRISE LAKE CAMP 307 7TH AVENUE SUITE 900 NEW YORK NY 10001 131623869 501(C)3 224000 PEOPLEHOOD / JEWISH LIFE & LEARNING TEMPLE CHAVERIM 1050 WASHINGTON AVENUE PLAINVIEW NY 11803 112575011 501(C)3 8000 PEOPLEHOOD TEMPLE SHAARAY TEFILA (NEW YORK) 250 EAST 79TH STREET NEW YORK NY 10075 131656613 501(C)3 10000 JEWISH LIFE & LEARNING TEMPLE SINAI OF ROSLYN 425 ROSLYN ROAD ROSLYN HEIGHTS NY 11577 161620617 501(C)3 10000 JEWISH LIFE & LEARNING THE ALEXANDER M & BRENDA R TANGER HILLEL AT BROOKLYN COLLEGE 2901 CAMPUS ROAD BROOKLYN NY 11210 116036253 501(C)3 373000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 711 3RD AVENUE 10TH FLOOR NEW YORK NY 10017 131656634 501(C)3 255000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING THE BLUE CARD INC 171 MADISON AVENUE ROOM 1405 NEW YORK NY 10016 131623910 501(C)3 25000 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 63000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING THE EDUCATIONAL ALLIANCE INC 197 EAST BROADWAY NEW YORK NY 10002 135562210 501(C)3 1713000 3481000 APPRAISAL/FMV IMPUTED RENT AND INTEREST CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING THE FOREST HILLS JEWISH CENTER 10606 QUEENS BOULEVARD FOREST HILLS NY 11375 111631821 501(C)3 10000 PEOPLEHOOD THE ISRAEL PROJECT 2020 K STREET NW SUITE 7600 WASHINGTON DC 20006 371472882 501(C)3 70000 PEOPLEHOOD THE JEWISH COMMUNITY CENTER IN MANHATTAN 334 AMSTERDAM AVENUE AT 76TH STREET NEW YORK NY 10023 133490745 501(C)3 807000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING THE JEWISH COMMUNITY CENTER ON THE HUDSON 371 SOUTH BROADWAY TARRYTOWN NY 10591 237229163 501(C)3 321000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING THE JEWISH EDUCATION PROJECT 520 8TH AVENUE SUITE 1510 NEW YORK NY 10018 131632519 501(C)3 4896000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING THE NEW YORK BOARD OF RABBIS INC 136 EAST 39TH STREET 4TH FLOOR NEW YORK NY 10016 131809283 501(C)3 124000 CARING / PEOPLEHOOD THE NEW YORK COMMUNITY TRUST 909 3RD AVENUE 22ND FLOOR NEW YORK NY 10022 133062214 501(C)3 23000 PEOPLEHOOD THE NEW YORK POPS 333 WEST 52ND STREET SUITE 600 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 SUFFOLK Y JEWISH COMMUNITY CENTER 74 HAUPPAUGE ROAD COMMACK NY 11725 112435521 501(C)3 557000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING TONY BLAIR FAITH FOUNDATION-US 409 PROSPECT STREET NEW HAVEN CT 06511 262102301 501(C)3 100000 PEOPLEHOOD TORAH UMESORAHTHE NATIONAL SOCIETY FOR HEBREW DAY SCHOOLS 620 FOSTER AVENUE BROOKLYN NY 11230 133752354 501(C)3 200000 JEWISH LIFE & LEARNING TOWN AND VILLAGE CONSERVATIVE SYNAGOGUE 334 EAST 14TH STREET NEW YORK NY 10003 136401397 501(C)3 10000 JEWISH LIFE & LEARNING UNION FOR REFORM JUDAISM 633 3RD AVENUE 7TH FLOOR NEW YORK NY 10017 131663143 501(C)3 48000 JEWISH LIFE & LEARNING UNITED JEWISH COUNCIL OF THE EAST SIDE INC 235 EAST BROADWAY NEW YORK NY 10002 132735378 501(C)3 50000 CARING UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM 820 2ND AVENUE 10TH FLOOR NEW YORK NY 10017 131659707 501(C)3 8000 PEOPLEHOOD URI L'TZEDEK 3900 GREYSTONE AVENUE APT 34E BRONX NY 10463 263274502 501(C)3 10000 PEOPLEHOOD USDAN CENTER FOR THE CREATIVE & PERFORMING ARTS 420 EAST 79TH STREET SUITE 3D NEW YORK NY 10075 132792668 501(C)3 115000 893000 APPRAISAL IMPUTED RENT CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING WESTCHESTER JEWISH COMMUNITY SERVICES 845 NORTH BROADWAY SUITE 2 WHITE PLAINS NY 10603 131740071 501(C)3 2098000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING WESTCHESTER JEWISH COUNCIL 701 WESTCHESTER AVENUE SUITE 203E WHITE PLAINS NY 10604 132856699 501(C)3 94000 PEOPLEHOOD / JEWISH LIFE & LEARNING WESTCHESTER REFORM TEMPLE 255 MAMARONECK ROAD SCARSDALE NY 10583 132533702 501(C)3 8000 JEWISH LIFE & LEARNING WHEELCHAIR SPORTS FEDERATION INC 6454 82ND STREET SUITE 2 MIDDLE VILLAGE NY 11379 260601491 501(C)3 10000 CARING WORLD COUNCIL OF SYNAGOGUESMASORTI OLAMI 3080 BROADWAY NEW YORK NY 10027 132892341 501(C)3 60000 PEOPLEHOOD YESHIVA UNIVERSITY PROGRAM FOR JEWISH GENETIC HEALTH FH530 500 WEST 185TH STREET NEW YORK NY 10033 131624225 501(C)3 20000 CARING YM & YWHA OF WASHINGTON HEIGHTS & INWOOD 54 NAGLE AVENUE NEW YORK NY 10040 131635308 501(C)3 584000 CARING / PEOPLEHOOD / JEWISH LIFE & LEARNING YOUNG ISRAEL OF STATEN ISLAND 835 FOREST HILL ROAD STATEN ISLAND NY 10314 132618386 501(C)3 10000 JEWISH LIFE & LEARNING YOUNG JUDAEA CAMP SPROUT LAKE 575 EIGHTH AVENUE FLOOR 11 NEW YORK NY 10018 132830437 501(C)3 25000 JEWISH LIFE & LEARNING 188 SCHOLARSHIPS 943 2588000 ISRAEL EXPERIENCE AWARDS - PROVIDES NEED AND MERIT BASED SCHOLARSHIPS FOR ISRAEL TRIPS FOR TEENS AND YOUNG ADULTS 499 470000 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 ITS NETWORK AGENCIES. THE ORGANIZATION CONDUCTS A REGULAR, COMPREHENSIVE REVIEW OF THESE AGENCIES BASED UPON ALL FACETS OF THEIR OPERATIONS AND ALSO REQUIRES COMPLIANCE WITH AGENCY ACCOUNTABILITY GUIDELINES ESTABLISHED. 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 $9,987,000 OF TARGETED GRANTS MADE THROUGH JFNA: AHARAI - YOUTH LEADING CHANGE - $82,000 AMCHA-NATIONAL ISRAELI CENTER FOR PSYCHOSOCIAL SUPPORT OF SURVIVORS - $198,000 AMOTAT YESODOT LEZMICHA DROR - $81,000 APPLESEEDS ACADEMY: KAMATECH - $100,000 ATID BAMIDBAR - $50,000 AVI HAYISHUV COMMUNITY RABBINICS PROGRAM - $24,000 BINA - $165,000 B'RUACH - SPIRITUAL CARE AND TRAINING - $35,000 B'YACHAD - $24,000 CENTER FOR JEWISH PEOPLEHOOD EDUCATION - $65,000 CHAIM SHEBA MEDICAL CENTER AT TEL HASHOMER - $25,000 COLLEGE FOR ACADEMIC STUDIES OR YEHUDA - $100,000 COMMUNITY ADVOCACY - $55,000 DAVIDSON INSTITUTE OF SCIENCE EDUCATION AT THE WEIZMANN INSTITUTE OF SCIENCE - $280,000 ECONOMIC EMPOWERMENT FOR WOMEN - $35,000 FEUERSTEIN INSTITUTE-INTL CTR FOR ENHANCEMENT OF LEARNING POTENTIAL - $154,000 GAN YAVNEH COMMUNITY CENTER - $40,000 HADASSAH UNIVERSITY HOSPITAL - $22,000 HAMIDRASHA, EDUCATIONAL CENTER FOR THE RENEWAL OF JEWISH LIFE IN ISRAEL - $120,000 HATNUA HAYERUSHALMIT - $203,000 HAVERUT - $25,000 HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION - JERUSALEM SCHOOL - $20,000 HEBREW UNIVERSITY OF JERUSALEM - $100,000 ILAN - ISRAEL SPORT CENTER FOR THE DISABLED - $10,000 INJAZ CENTER FOR PROFESSIONAL ARAB LOCAL GOVERNANCE - $40,000 ISRAEL HOFSHEET - $75,000 ISRAEL TRAUMA COALITION - $250,000 ITIM: THE JEWISH LIFE INFORMATION CENTER - $120,000 JERUSALEM FOUNDATION - $57,000 JERUSALEM INTER-CULTURAL CENTER - $50,000 JERUSALEM SEASON OF CULTURE - $50,000 JEWISH FEDERATIONS OF NORTH AMERICA (VARIOUS)- $275,000 KAV MASHVEH - $150,000 KEREN HANAN AYNOR (KHA) - $100,000 KEREN KOBY MANDELL - $36,000 KESHER - $33,000 KOL ISRAEL HAVERIM- ALLIANCE: THE CENTER FOR JEWISH SOCIAL LEADERSHIP - $140,000 KOLOT - $45,000 LEKET ISRAEL - $15,000 MA'AGAN - THE JERUSALEM SUPPORT CENTER FOR THOSE AFFECTED BY CANCER - $32,000 MA'ASE CENTER ASSOCIATION - $100,000 MERCHAVIM - THE INSTITUTE FOR THE ADVANCEMENT OF SHARED CITIZENSHIP - $95,000 NEEMANEI TORA VEAVODA - $75,000 NETANYA FOUNDATION - $10,000 NEVE YERUSHALAYIM - $18,000 NORTH AMERICAN CONFERENCE ON ETHIOPIAN JEWRY (NACOEJ) - ISRAEL - $50,000 OLIM BEYAHAD - $70,000 ORANIM ACADEMIC COLLEGE - $120,000 ORR SHALOM FOR CHILDREN AND YOUTH AT RISK - $291,000 ORT ISRAEL - $100,000 PROJECT KESHER ISRAEL - $25,000 RAMBAM MEDICAL CENTER, HEALTH CARE CAMPUS - $50,000 RASHI FOUNDATION - $64,000 RETORNO - $25,000 REUT INSTITUTE - $293,000 RUACH CHADASHA (NEW SPIRIT) - $103,000 SARAH HERZOG HOSPITAL - EZRATH NASHIM - $30,000 SCHECHTER INSTITUTE OF JEWISH STUDIES - $100,000 SHAARE ZEDEK MEDICAL CENTER, CANCER MEDICINE DEPARTMENT - $38,000 SHAHAF FOUNDATION - $150,000 SHALOM HARTMAN INSTITUTE - $154,000 SHEATUFIM - $243,000 SIKKUY: THE ASSOCIATION FOR THE ADVANCEMENT OF CIVIC EQUALITY - $50,000 SOCIETY FOR ADVANCEMENT OF EDUCATION, JERUSALEM - $100,000 TECH-CAREER - $75,000 THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC. (JDC) (PRIMARILY BIRTH TO BAGRUT) - $1,311,000 THE CENTER FOR EDUCATIONAL TECHNOLOGY (C.E.T.) - $200,000 THE ISRAEL ASSOCIATION OF COMMUNITY CENTERS, LTD. - $132,000 THE JEWISH AGENCY FOR ISRAEL (JAFI)(VARIOUS) - $918,000 THE JOINT COUNCIL OF PRE-ARMY LEADERSHIP DEVELOPMENT PROGRAMS - $200,000 THE KEMACH FOUNDATION - $100,000 TIKKUN: A CENTER FOR GATHERING, EDUCATION AND SOCIAL CHANGE - $75,000 TISHKOFET - $281,000 TSOFEN HIGH TECHNOLOGY CENTERS - $110,000 UNITED HATZALAH OF ISRAEL - $52,000 VAN LEER JERUSALEM INSTITUTE - $75,000 WORLD CONFEDERATION OF JEWISH COMMUNITY CENTERS - $10,000 WORLD ORT $400,000 YAD RIVA - LEGAL REPRESENTATION FOR THE ELDERLY - $38,000 YAHALOM - PARENTS AND CHILDREN STUDY TOGETHER - $100,000 YEDIDIM FOR YOUTH AND SOCIETY - $50,000 ZAYIT - CENTER FOR JEWISH CULTURE AND IDENTITY IN EMEK HEFER - $25,000 X X X X X X 0 1 0 0 0 0 0 0 0 JOHN SRUSKAY EXEC. VICE PRES. & CEO 519000 0 0 0 36000 0 316000 0 19000 0 890000 0 0 0 IRVIN A ROSENTHAL CHIEF FINANCIAL OFFICER 353000 0 0 0 6000 0 60000 0 35000 0 454000 0 0 0 ELLEN R ZIMMERMAN SECRETARY/GEN'L COUNSEL & CCO 276000 0 0 0 3000 0 37000 0 31000 0 347000 0 0 0 MARK MEDIN SENIOR VICE PRESIDENT 342000 0 0 0 2000 0 21000 0 34000 0 399000 0 0 0 ALISA RUBIN KURSHAN SENIOR VICE PRESIDENT 287000 0 0 0 3000 0 37000 0 35000 0 362000 0 0 0 ROBERTA LEINER SENIOR VICE PRESIDENT 239000 0 0 0 3000 0 38000 0 29000 0 309000 0 0 0 STUART TAUBER SENIOR VICE PRESIDENT 235000 0 0 0 5000 0 20000 0 35000 0 295000 0 0 0 COLIN AMBROSE CHIEF INVESTMENT OFFICER 361000 0 395000 0 1000 0 4000 0 31000 0 792000 0 0 0 LAWRENCE SWILLING CONTROLLER 251000 0 0 0 4000 0 33000 0 32000 0 320000 0 0 0 WILLIAM SAMERS VICE PRESIDENT 227000 0 0 0 1000 0 5000 0 34000 0 267000 0 0 0 REUBEN ROMIROWSKY VICE PRESIDENT 216000 0 0 0 2000 0 1000 0 33000 0 252000 0 0 0 LESLIE LICHTER MANAGING DIRECTOR 200000 0 0 0 2000 0 12000 0 35000 0 249000 0 0 0 PART I, LINE 4B SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PARTICIPATION- EMPLOYEES MUST REMAIN IN THE EMPLOY OF UJA-FEDERATION UNTIL AGE 65 TO REALIZE THE FOLLOWING BENEFITS ACCRUED DURING THE PERIOD JULY 1, 2013 - JUNE 30, 2014: JOHN S. RUSKAY - $252,000 IRVIN A. ROSENTHAL - $29,000 MARK MEDIN - $14,000 ALISA RUBIN KURSHAN - $13,000 ELLEN R. ZIMMERMAN - $12,000 LAWRENCE SWILLING - $5,000 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 A 9815000 70393000 6851000 655000 62887000 2006 0 0 1 1 B 25000000 25382000 382000 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 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 A 0 B 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. 0 APOLLO REAL EST ADVISORS DIR.MACK>5%INTEREST 2401000 SEE PART V BELOW 0 GREENBRIAR EQUITY GRP LLC DIR.BECKMAN MGR PTR 302000 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 ($2,401,000) RELATED TO THE ORGANIZATION'S INVESTMENTS IN APOLLO REAL ESTATE INVESTMENT 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.GREENBRIAR EQUITY GROUP LLC - TRANSACTIONS PERTAINED TO CAPITAL CALLS ($262,000) AND DISTRIBUTIONS ($40,000) 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.JEWISH WEEK - UJA-FEDERATION PLACES PRINT ADVERTISEMENTS IN THE JEWISH WEEK. X 343 6574000 SELLING PRICE X ISRAEL BONDS 22 1753000 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 CURRENT OFFICERS, DIRECTORS AND KEY EMPLOYEES: JOSEPH S. ALLERHAND, DIRECTOR AND JENNIFER GROSS, DIRECTOR FAMILY RELATIONSHIP JOSEPH ALLERHAND, DIRECTOR AND RONIT J. BERKOVICH, DIRECTOR BUSINESS RELATIONSHIP CAROL H. CORBIN, DIRECTOR AND LESLIE GOLDBERG, DIRECTOR FAMILY RELATIONSHIP CAROL B. EINIGER, DIRECTOR AND ROGER W. EINIGER, DIRECTOR FAMILY RELATIONSHIP LAWRENCE GOTTLIEB, DIRECTOR AND MARILYN GOTTLIEB, DIRECTOR FAMILY RELATIONSHIP DAVID KLEINHANDLER, DIRECTOR AND LAURA KLEINHANDLER, DIRECTOR FAMILY RELATIONSHIP NAOMI KRONISH, DIRECTOR AND PAUL KRONISH, DIRECTOR FAMILY RELATIONSHIP WILLIAM L. MACK, DIRECTOR AND DAVID SILVERS, DIRECTOR BUSINESS RELATIONSHIP TINA PRICE, DIRECTOR AND STEVEN PRICE, DIRECTOR FAMILY RELATIONSHIP STEPHEN R. REINER, DIRECTOR AND JEROME SPITZER, DIRECTOR BUSINESS RELATIONSHIP DAVID SILVERS, DIRECTOR AND PATRICIA B. SILVERS, DIRECTOR FAMILY RELATIONSHIP EMILY GINDI, DIRECTOR AND MIRIAM CASLOW, DIRECTOR - FAMILY 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 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 -231,000. 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 33000 0 1 0.25000 NETWORK ADVANTAGE INSURANCE LTD 44 CHURCH STREET HAMILTON BD HM12 777777777 CAPTIVE INSURANCE COMPANY BD N/A C 11296000 50574000 1.00000 1 WW 7 PL I 130 EAST 59TH STREET NEW YORK NY 10022 137031689 CHARITABLE REMAINDER 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CHARITABLE REMAINDER TRUST NY N/A T 45000 0.55100 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 3487000 GRANTS MADE JEWISH COMMUNAL FUND (FISCAL SPONSORSHIP) B 250000 GRANTS MADE JEWISH COMMUNAL FUND C 15975000 GRANTS RECEIVED THE JOEL & ORA BENTON MONROE BENTON MEMORIAL FOUNDATION C 779000 GRANTS RECEIVED THE ERIC & TAMAR GOLDSTEIN FOUNDATION C 363000 GRANTS RECEIVED THE RICHARD C & LISA N PERRY FOUNDATION C 316000 GRANTS RECEIVED JEWISH COMMUNAL FUND Q 2090000 ACTUAL EXPENSE AMOUNTS JEWISH WOMEN'S FOUNDATION OF NEW YORK INC Q 315000 ACTUAL EXPENSE AMOUNTS JEWISH WOMEN'S FOUNDATION OF NEW YORK INC R 86000 ACTUAL CASH TRANSFERS UJA-FED PROPERTIES INC S 2521000 ACTUAL CASH TRANSFERS JEWISH COMMUNAL FUND S 1460000 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 43.3% AND 9.4%, RESPECTIVELY, OF THE TOTAL GRANTS MADE BY THESE SUPPORTING ORGANIZATIONS DURING THE FIVE YEAR PERIOD ENDED JUNE 30, 2014, 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.