2015-07-13T12:56:16-05:00 2014-08-31 420714325 MCGLADREY LLP 751 ARBOR WAY SUITE 200 BLUE BELL PA 19422 990 2013-09-01 231500085 JEWISH FEDERATION OF GREATER PHILADELPHIA JEWI 2158320565 2100 ARCH STREET PHILADELPHIA PA 19103 NAOMI L ADLER ESQ CHIEF EXECUTIVE OFFICER 2158320565 2015-07-08 1 CHRISTOPHER M PEKULA P00734965 2156418600 2013 2016-03-07 17:11:31Z NAOMI L ADLER ESQ 2100 ARCH STREET PHILADELPHIA PA 19103 51917460 0 X WWW.JEWISHPHILLY.ORG X 1901 PA JEWISH FEDERATION IS THE CENTRAL PHILANTHROPIC AND VOLUNTEER ADDRESS FOR THE JEWISH COMMUNITY. 23 22 117 2000 627783 626783 28155765 38692159 0 0 8344838 9595843 241404 382116 36742007 48670118 17639526 21268459 0 0 8422664 7682530 113654 137572 4969661 9468617 8886909 35644461 37975470 1097546 10694648 285160434 309626846 99932040 100206570 185228394 209420276 X THE JEWISH FEDERATION OF GREATER PHILADELPHIA'S MISSION IS TO MOBILIZE FINANCIAL AND VOLUNTEER RESOURCES TO ADDRESS THE COMMUNITY'S MOST CRITICAL PRIORITIES IN GREATER PHILADELPHIA, ISRAEL AND AROUND THE WORLD. 0 0 5273104 3772510 THE MISSION OF JEWISH FEDERATION'S CENTER FOR JEWISH LIFE AND LEARNING IS TO SUPPORT AND FACILITATE VIBRANT JEWISH LIVING AND LEARNING IN THE JEWISH COMMUNITY OF GREATER PHILADELPHIA BY WORKING CLOSELY WITH COMMUNITY PARTNERS ON PROGRAMS THAT ARE EFFECTIVE, DYNAMIC, TRANSFORMATIVE AND COLLABORATIVE.FOR 2013-14, THE CENTER FOR JEWISH LIFE & LEARNING FOCUSED ON MAKING A SIGNIFICANT IMPACT IN THE FOLLOWING AREAS:1. OUTREACH TO AND ENGAGEMENT OF COLLEGE STUDENTS AND YOUNG ADULTS - DEVELOPING THE SKILLS AND KNOWLEDGE OF YOUNG JEWISH LEADERS TO MAXIMIZE THE NUMBER OF COLLEGE STUDENTS AND YOUNG ADULTS HAVING MEANINGFUL JEWISH EXPERIENCES.2. ENGAGING FAMILIES WITH CHILDREN - MAXIMIZING THE NUMBER OF FAMILIES WITH CHILDREN WHO ARE ENGAGED IN JEWISH IDENTITY PROGRAMMING, ESPECIALLY JEWISH CAMPING AND JKIDPHILLY.3. EDUCATING JEWISH CHILDREN - STRENGTHENING THE JEWISH IDENTITY OF CHILDREN BY SUPPORTING FORMAL JEWISH EDUCATION PROGRAMS SUCH AS LOCAL JEWISH DAY, SUPPLEMENTARY AND RELIGIOUS SCHOOLS.THROUGH DIVERSE CULTURAL AND EDUCATIONAL PROGRAMS FOR ALL AGES, THE CENTER FOR JEWISH LIFE & LEARNING STRENGTHENS OUR JEWISH IDENTITY AS INDIVIDUALS AND AS A COMMUNITY. - ENGAGED 592 YOUNG JEWISH LEADERS IN GREATER PHILADELPHIA IN LEADERSHIP TRAINING PROGRAMS, FELLOWSHIP PROGRAMS AND LIAISON PROGRAMS. - 479 NEED-BASED SCHOLARSHIPS ENABLED LOCAL CHILDREN TO ATTEND RELIGIOUS SCHOOL PROGRAMS - PROVIDED 445 INCENTIVE GRANTS FOR JEWISH OVERNIGHT CAMPS. - 427 STUDENTS ENROLLED IN A JEWISH COMMUNITY HIGH SCHOOL. - 3,165 FAMILIES PARTICIPATED IN JEWISH IDENTITY PROGRAMMING. - PROVIDED SUPPORTIVE SERVICES TO 51 LOCAL SUPPLEMENTARY SCHOOLS. - PROVIDED 514 NEED-BASED SCHOLARSHIPS TO JEWISH DAY AND OVERNIGHT CAMPS. - GRANTED 1,196 SCHOLARSHIPS ENABLING STUDENTS TO ATTEND GREATER PHILADELPHIA JEWISH DAY SCHOOLS. - 522 JEWISH SUPPLEMENTARY SCHOOL EDUCATORS RECEIVED PROFESSIONAL DEVELOPMENT TRAINING.THESE RESULTS REPRESENT HIGHLIGHTS FROM THE CENTER FOR JEWISH LIFE AND LEARNING'S MANY TERRIFIC ACCOMPLISHMENTS DURING 2013-2014. 6189426 3753832 THE MISSION OF JEWISH FEDERATION'S CENTER FOR SOCIAL RESPONSIBILITY IS TO IDENTIFY AND PRIORITIZE THE CRITICAL SOCIAL SERVICE NEEDS OF OUR COMMUNITY'S MOST DISADVANTAGED MEMBERS. THE CENTER ORGANIZES AND MOBILIZES HUMAN AND FINANCIAL RESOURCES TO SUCCESSFULLY ADDRESS THESE NEEDS. BY COLLABORATING WITH JEWISH FEDERATION'S PARTNER ORGANIZATIONS, THE CENTER DEVELOPS AND IMPLEMENTS INNOVATIVE PROGRAMS TO MEET THE LOCAL COMMUNITY'S NEEDS.FOR 2013-14, THE CENTER FOR SOCIAL RESPONSIBILITY FOCUSED ON MAKING A SIGNIFICANT IMPACT IN THE FOLLOWING AREAS:1. FOOD SECURITY - PROVIDING NUTRITIONAL SUPPORT FOR THE APPROXIMATELY 11,300 FOOD INSECURE MEMBERS OF THE JEWISH COMMUNITY.2. ECONOMIC SECURITY - PROVIDING SAFETY-NET SERVICES SUCH AS CAREER COUNSELING AND FINANCIAL SUPPORT TO JEWISH COMMUNITY MEMBERS IN NEED.3. ADULTS WITH SPECIAL NEEDS - CONNECTING JEWISH ADULTS WITH SOCIALIZATION SERVICES AND OTHER PROGRAMS THAT ENABLE THEM TO LIVE MOST PRODUCTIVELY AND INDEPENDENTLY.4. HEALTHY AGING AT HOME - SUPPORTING THE ABILITY OF SENIORS AND THEIR FAMILY/CAREGIVERS TO OBTAIN THE SERVICES THEY REQUIRE FOR HEALTHY AGING IN THEIR OWN HOMES.TOGETHER WITH OUR COMMUNITY PARTNERS, THE CENTER FOR SOCIAL RESPONSIBILITY CARES FOR MEMBERS OF OUR LOCAL COMMUNITY, MAKING SURE EVERY JEWISH INDIVIDUAL IN GREATER PHILADELPHIA WHO NEEDS HELP HAS SOMEWHERE TO TURN. - PROVIDED 780 INDIVIDUALS WITH CAREER COUNSELING, JOB TRAINING AND JOB PLACEMENT SERVICES. - 369 INDIVIDUALS WITH SPECIAL NEEDS RECEIVED CASE MANAGEMENT, SOCIALIZATION SERVICES AND OTHER ASSISTANCE. - 15,277 MEN, WOMEN, CHILDREN AND SENIORS RECEIVED VITAL NUTRITIONAL ASSISTANCE THROUGH FOOD PACKAGES, CONGREGATE MEALS AND KOSHER MEALS. - 1,231 JEWISH COMMUNITY MEMBERS LIVING AT OR BELOW 250% OF THE FEDERAL POVERTY LEVEL RECEIVED CASE MANAGEMENT SERVICES. - 931 VULNERABLE JEWISH INDIVIDUALS RECEIVED $404,000 IN GRANTS TO HELP THEM MEET CRITICAL NEEDS. - 2,958 SENIORS LIVING IN THEIR OWN HOMES BENEFITED FROM SOCIALIZATION PROGRAMS TO INCREASE THEIR MENTAL AND PHYSICAL WELL-BEING. - 733 SENIORS RECEIVED HOME CARE ASSISTANCE SUCH AS PERSONAL CARE AND CHORE SERVICES TO HELP THEM REMAIN LIVING INDEPENDENTLY AT HOME, SECURELY AND WITH DIGNITY. - 4,971 ONE-WAY RIDES WERE PROVIDED FOR ELDERLY JEWS AGING IN THEIR HOMES, ENOUGH TO FILL 110 SCHOOL BUSES.THESE RESULTS REPRESENT HIGHLIGHTS FROM THE CENTER FOR SOCIAL RESPONSIBILITY'S MANY TERRIFIC ACCOMPLISHMENTS DURING 2013-2014. 7605356 5708958 THE MISSION OF JEWISH FEDERATION'S CENTER FOR ISRAEL & OVERSEAS IS TO EMBRACE THE NOTION OF K'LAL YISRAEL - WE ARE ONE PEOPLE - BY CONNECTING OUR LOCAL COMMUNITY WITH JEWS IN ISRAEL AND AROUND THE WORLD, AND BY ADVOCATING AND PROVIDING HIGH-IMPACT SUPPORT FOR ISRAEL AND FOR JEWS IN NEED GLOBALLY.FOR 2013-14, THE CENTER FOR ISRAEL & OVERSEAS FOCUSED ON MAKING A SIGNIFICANT IMPACT IN THE FOLLOWING AREAS:1. JEWISH IDENTITY AND CONTINUITY - CREATING OPPORTUNITIES FOR CONNECTIONS BETWEEN MEMBERS OF GREATER PHILADELPHIA'S JEWISH COMMUNITY AND WORLDWIDE JEWRY, WITH ISRAEL AT THE CENTER.2. DISADVANTAGED YOUTH - SERVING YOUNG JEWS IN ISRAEL AND THE FORMER SOVIET UNION WHOSE LIFE CIRCUMSTANCES INHIBIT THEIR ABILITY TO MAXIMIZE THEIR FULL POTENTIAL.3. SAFETY NET SERVICES - PROVIDING THE BASIC NECESSITIES OF LIVING, PRIMARILY FOOD, TO THE NEEDIEST INDIVIDUALS IN ISRAEL AND THE FORMER SOVIET UNION.THE CENTER FOR ISRAEL & OVERSEAS' SUPPORT EXTENDS TO ISRAEL AND THE FORMER SOVIET UNION, WHERE WE HELP VULNERABLE JEWS AND PROMOTE THE CONTINUITY OF THE JEWISH PEOPLE. - 3,404 VULNERABLE SENIORS LIVING IN THE RUSSIAN FAR EAST RECEIVED VITAL BASIC NECESSITIES. - 286 TEENS AND YOUNG ADULTS RECEIVED INDIVIDUALIZED SUPPORT AS THEY TRANSITIONED FROM FOSTER CARE TO THE IDF AND INDEPENDENT LIVING. - 1,901 JEWISH PHILADELPHIANS TRAVELED TO ISRAEL, ENOUGH TO FILL 11 EL AL PLANES. - SERVED 62,365 AT-RISK CHILDREN AND YOUTH IN ISRAEL THROUGH CUTTING-EDGE PROGRAMS. - SUPPORTED 49 OUTSTANDING ISRAELI STUDENTS FROM DISADVANTAGED BACKGROUNDS TO CONNECT THEM TO ORGANIZATIONS AT THE FOREFRONT OF TECHNOLOGICAL DEVELOPMENT IN ISRAEL. - 891 IMPOVERISHED HOLOCAUST SURVIVORS IN ISRAEL RECEIVED BASIC NECESSITIES, PRIMARILY FOOD. - SUPPORTED THE ESTABLISHMENT OF A NATIONAL FOOD BANK IN ISRAEL THAT PROVIDED FOOD TO 372,835 INDIVIDUALS SUFFERING FROM FOOD INSECURITY.4. EMERGENCY NEEDS - IN ADDITION TO THE AMOUNTS NOTED ABOVE, THE JEWISH FEDERATION OF GREATER PHILADELPHIA LAUNCHED AN ISRAEL EMERGENCY FUND TO MEET CRITICAL HUMANITARIAN NEEDS IN ISRAEL DURING THE OPERATION PROTECTIVE EDGE MILITARY CAMPAIGN. FUNDS RAISED WERE USED TO BEGIN TO ADDRESS THE MOST IMMEDIATE NEEDS OF ISRAELI CITIZENS DURING THE TIME OF CRISIS. HUNDREDS OF DONORS STEPPED UP TO PARTNER WITH THE JEWISH FEDERATION. IN TOTAL, THE JEWISH FEDERATION RAISED MORE THAN $1.6 MILLION DURING THE 2014 ISRAEL EMERGENCY FUND. THE ISRAEL EMERGENCY FUND PRIMARILY FOCUSED ON: - SUPPORTING THE JEWISH FEDERATIONS OF NORTH AMERICA'S FAIR SHARE AMOUNTS TO MEET THE NEEDS OF THE OPERATION PROTECTIVE EDGE - STOP THE SIRENS EFFORT. - MOVING CHILDREN IN THE SOUTH OF ISRAEL OUT OF HARM'S WAY AND GIVING THEM RESPITE FROM THE CONSTANT BARRAGE OF MISSILES. - PROVIDING TRAUMA COUNSELING. - DELIVERING FOOD AND MEDICINE TO THE MOST VULNERABLE CITIZENS. - MAKING LIFE MORE BEARABLE FOR INDIVIDUALS AND FAMILIES ESSENTIALLY LIVING IN BOMB SHELTERS.THESE RESULTS REPRESENT HIGHLIGHTS OF THE CENTER FOR ISRAEL & OVERSEAS' MANY TERRIFIC ACCOMPLISHMENTS DURING 2013-2014. 8449003 7916759 SPECIAL PROGRAMS REPRESENT DISTRIBUTIONS FROM OUR DONOR ADVISED FUNDS AND OTHER ENDOWMENT FUNDS TO VARIOUS CHARITABLE ORGANIZATIONS. 1472358 POLICY, STRATEGY AND FUNDING ARE PRIMARILY FUNDS USED TO ADMINISTER, MEASURE AND EVALUATE THE IMPACT OF OUR PROGRAMS ON THE COMMUNITY. 805288 116400 NATIONAL AND OTHER SERVICES REPRESENT ALLOCATIONS TO NATIONAL JEWISH ORGANIZATIONS AND OTHER ORGANIZATIONS THAT SUPPORT OUR LOCAL AGENCIES AND PRIORITIES. 10726649 8033159 29794535 1 1 0 1 0 1 0 0 0 1 1 1 0 1 1 1 0 1 0 1 1 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 1 0 0 1 X 76 0 1 117 1 1 1 1 CJ BD VI 0 0 0 1 1 0 0 0 0 X 23 22 1 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NY NJ FL CA X X JEROME P NACHLIS CFO & CAO 2158320807 2100 ARCH STREET PHILADELPHIA PA 19103 BENNETT AARON TRUSTEE; 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BOARD OF DIRECTOR 5.00 X 0 0 0 ELLEN FARBER TRUSTEE 2.00 X 0 0 0 BARRY FEINBERG TRUSTEE 2.00 X 0 0 0 DONNA FEINBERG TRUSTEE 2.00 X 0 0 0 SUZANNE FELD TRUSTEE 2.00 X 0 0 0 ARLENE FICKLER TRUSTEE 2.00 X 0 0 0 PHYLLIS FINKELSTEIN TRUSTEE 2.00 X 0 0 0 SAMUEL FIRST TRUSTEE 2.00 X 0 0 0 JOYCE FISHBEIN TRUSTEE 2.00 X 0 0 0 ANNABELLE FISHMAN TRUSTEE 2.00 X 0 0 0 JEFFREY FISHMAN TRUSTEE 2.00 X 0 0 0 MARK FISHMAN TRUSTEE 2.00 X 0 0 0 RICHARD FOX TRUSTEE 2.00 X 0 0 0 JOEL FREEDMAN TRUSTEE 2.00 1.00 X 0 0 0 SUSAN FREEDMAN TRUSTEE 2.00 X 0 0 0 JERROLD A FREZEL TRUSTEE 2.00 X 0 0 0 LOUIS FRYMAN TRUSTEE 2.00 X 0 0 0 IVAN GABEL TRUSTEE 2.00 X 0 0 0 STEVEN GABLE TRUSTEE 2.00 X 0 0 0 ABRAHAM GAFNI TRUSTEE 2.00 X 0 0 0 LEWIS GANTMAN TRUSTEE 2.00 X 0 0 0 SARAH GENTRY TRUSTEE 2.00 X 0 0 0 JUDITH GINSBERG TRUSTEE 2.00 X 0 0 0 LISA GLASSNER KOVACS TRUSTEE 2.00 X 0 0 0 WILLIAM GLAZER TRUSTEE 2.00 X 0 0 0 DAVID GOLD TRUSTEE 2.00 0.30 X 0 0 0 MORRIE GOLD TRUSTEE 2.00 X 0 0 0 RABBI ELISA GOLDBERG TRUSTEE 2.00 X 0 0 0 JEREMY GOLDBERG TRUSTEE 2.00 X 0 0 0 EDGAR GOLDENBERG TRUSTEE 2.00 X 0 0 0 MITCHELL GOLDENBERG TRUSTEE 2.00 X 0 0 0 ROBERT B GOLDER TRUSTEE 2.00 X 0 0 0 ANDREW GOLDMAN TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 SHIRA GOODMAN TRUSTEE 2.00 1.00 X 0 0 0 TRACY GORDON TRUSTEE 2.00 X 0 0 0 RICHARD GREEN TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 MARK GREENBERG TRUSTEE 2.00 X 0 0 0 SAMUEL GREENBLATT TRUSTEE 2.00 X 0 0 0 DAVID GUTIN TRUSTEE 2.00 X 0 0 0 MARY BERT GUTMAN TRUSTEE 2.00 X 0 0 0 FRANKLIN HAAZ TRUSTEE 2.00 X 0 0 0 MATTHEW HANDEL TRUSTEE 2.00 1.00 X 0 0 0 LINDA HARKER TRUSTEE 2.00 X 0 0 0 BARTON HERTZBACH TRUSTEE 2.00 X 0 0 0 LEE HILLERSON TRUSTEE 2.00 X 0 0 0 ALAN HOFFMAN TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 MARJORIE HONICKMAN TRUSTEE 2.00 X 0 0 0 ROBERT HOREN TRUSTEE 2.00 X 0 0 0 DAVID HOROWITZ TRUSTEE 2.00 X 0 0 0 DAVID HYMAN TRUSTEE 2.00 X 0 0 0 SCOTT ISDANER TRUSTEE 2.00 X 0 0 0 PAUL JAFFE TRUSTEE 2.00 X 0 0 0 CHARLES KAHN TRUSTEE 2.00 X 0 0 0 SHARON KALINER TRUSTEE 2.00 X 0 0 0 MATTHEW KAMENS TRUSTEE 2.00 X 0 0 0 MILTON KANT TRUSTEE 2.00 X 0 0 0 NED KAPLIN TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 ARTHUR KARAFIN TRUSTEE; BOARD OF DIR; VP 5.00 X X 0 0 0 DAVID KASOFF TRUSTEE 2.00 X 0 0 0 JOY WILF KEISER TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 WAYNE KIMMEL TRUSTEE; BOARD OF DIR; TRE 5.00 X X 0 0 0 STEPHEN KLEIN TRUSTEE 2.00 X 0 0 0 OWEN KNOPPING TRUSTEE 2.00 X 0 0 0 ARNOLD KRAMER TRUSTEE 2.00 X 0 0 0 WENDY KRANCER TWING TRUSTEE 2.00 X 0 0 0 BRADLEY A KROUSE TRUSTEE 2.00 X 0 0 0 RABBI AARON LANDES TRUSTEE 2.00 X 0 0 0 CAROLE LANDIS TRUSTEE 2.00 X 0 0 0 ADAM LAVER TRUSTEE 2.00 X 0 0 0 SARA LAVER TRUSTEE 2.00 X 0 0 0 JONATHAN L LEVIN TRUSTEE 2.00 X 0 0 0 MARVIN LEVIN TRUSTEE 2.00 X 0 0 0 MICHELE LEVIN TRUSTEE 2.00 1.30 X 0 0 0 MURRAY LEVIN TRUSTEE 2.00 X 0 0 0 SHARON P LEVIN TRUSTEE 2.00 X 0 0 0 ADAM LEVINE TRUSTEE 2.00 X 0 0 0 JOSEPH LEVINE TRUSTEE 2.00 X 0 0 0 ROBERT G LEVINE TRUSTEE 2.00 X 0 0 0 BARBARA LINCOW TRUSTEE 2.00 X 0 0 0 ADELE LIPTON TRUSTEE 2.00 X 0 0 0 IRWIN LIPTON TRUSTEE 2.00 X 0 0 0 WILLIAM D LUTERMAN TRUSTEE 2.00 X 0 0 0 JO-ANN MALMUD TRUSTEE 2.00 X 0 0 0 LEONARD MALMUD TRUSTEE 2.00 X 0 0 0 THEODORE MANN TRUSTEE 2.00 X 0 0 0 ANDREW MARGOLIS TRUSTEE 2.00 X 0 0 0 SIDNEY MARGULIES TRUSTEE 2.00 X 0 0 0 GREGORY MARKS TRUSTEE 2.00 X 0 0 0 DAVID MARSHALL TRUSTEE 2.00 X 0 0 0 ADAM P MEINSTEIN TRUSTEE 2.00 X 0 0 0 SHELLEY MENKOWITZ TRUSTEE 2.00 X 0 0 0 JAMES MEYER TRUSTEE 2.00 X 0 0 0 EMILY MILLER TRUSTEE 2.00 X 0 0 0 JODI MILLER TRUSTEE 2.00 X 0 0 0 SARA MINKOFF TRUSTEE; 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BOARD OF DIRECTOR 5.00 X 0 0 0 TRACEY SPECTER TRUSTEE 2.00 X 0 0 0 MIRIAM SPECTOR TRUSTEE 2.00 X 0 0 0 E MATTHEW STEINBERG TRUSTEE 2.00 X 0 0 0 MICHAEL B STEINBERG TRUSTEE 2.00 X 0 0 0 S TY STEINBERG TRUSTEE 2.00 X 0 0 0 JOAN STERN TRUSTEE 2.00 X 0 0 0 JON STEVENS TRUSTEE 2.00 1.00 X 0 0 0 RABBI DAVID STRAUS TRUSTEE; BOARD OF DIRECTOR 5.00 X 0 0 0 ALEX STROKER TRUSTEE; BOARD OF DIR; INTERIM CEO 45.00 5.00 X X 284480 0 543 J STUDNER TRUSTEE 2.00 X 0 0 0 LEON SUNSTEIN TRUSTEE 2.00 X 0 0 0 ANDREW SZABO TRUSTEE 2.00 X 0 0 0 MOSES VEGH TRUSTEE 2.00 X 0 0 0 DAVID H WEINSTEIN TRUSTEE 2.00 X 0 0 0 ARI WEINTRAUB TRUSTEE 2.00 X 0 0 0 MICHAEL WILLNER TRUSTEE 2.00 X 0 0 0 SONIA WOLDOW TRUSTEE 2.00 X 0 0 0 NORMAN ZARWIN TRUSTEE 2.00 X 0 0 0 DAVID ZELLIS TRUSTEE 2.00 X 0 0 0 JANET ZOLOT TRUSTEE 2.00 X 0 0 0 MARC ZUCKER TRUSTEE 2.00 X 0 0 0 ROBIN ZAPPIN TRUSTEE 2.00 X 0 0 0 JEROME NACHLIS CHIEF FINANCIAL & ADMIN OFFICER 45.00 5.00 X 213666 0 24257 LENARD ZIMMERMAN CHIEF DEVELOPMENT OFFICER 45.00 X 216905 0 11025 RACHEL GROSS DIR. PLANNED GIVING & ENDOWMENT 45.00 0.30 X 144534 0 7782 DUKE NAVE CONTROLLER 45.00 2.00 X 143735 0 9425 ADAM KESSLER DIRECTOR OF JCRC 45.00 X 122234 0 2457 ROBERT SELTZER DIRECTOR OF LEADERSHIP PHILANTHROPY 45.00 X 126864 0 22456 DONNA FREYMAN DIRECTOR OF HUMAN RESOURCES 45.00 X 117929 0 -324 ROBB QUATTRO DIRECTOR OF INFORMATION TECHNOLOGY 45.00 X 112461 0 16863 JERI ZIMMERMAN DIR. CENTER FOR ISRAEL & OVERSEAS 45.00 X 109783 0 9765 IRA M SCHWARTZ FORMER CEO 0.00 X 586140 0 3988 2178731 0 108237 14 1 1 0 RENAISSANCE ADMINISTRATION LLC 6100 W 96TH ST STE 100 INDIANAPOLIS IN 46278 INVESTMENT ADMINISTRATIVE SRVCS 227395 ANALYTIC SOLUTIONS 40 THOROUGHBRED DRIVE HOLLAND PA 18966 INTEGRATED DATA WAREHOUSE DEV/SURVEY BLD 187988 US GLASS METAL INC 3415 WEIKEL STREET PHILADELPHIA PA 19103 EXTERNAL BUILDING RENOVATIONS 187452 THE SULLIVAN COMPANY TWO LAGRANGE AVENUE ESSINGTON PA 19029 CONSTRUCTION 183135 LCG ASSOCIATES 400 GALLERIA PARKWAY SUITE 1800 ATLANTA GA 30339 INVESTMENT CONSULTING 177685 7 626440 38065719 13128389 38692159 4459634 4459634 3120431 3247342 -126911 -126911 -608057 481146 5136209 0 5136209 5136209 5136209 MISCELLANEOUS 900099 362390 362390 INVESTMENT INCOME FROM PARTNERSHI 900099 146637 146637 509027 48670118 -608057 627783 9958233 21080267 21080267 188192 188192 923772 81525 395526 446721 5420845 1924133 1177188 2319524 307807 92518 83891 131398 649221 177183 182489 289549 380885 129043 87324 164518 154165 95177 58988 12478 2763 5716 3999 75941 72603 3338 39804 39804 137572 137572 223975 37169 186806 335084 259020 20814 55250 177719 640 9261 167818 374256 96140 206037 72079 156453 12598 93385 50470 1954964 1572309 159664 222991 210862 31364 62902 116596 806811 237697 50699 518415 1147841 946664 201177 1357227 871767 229512 255948 124369 12621 98273 13475 INTRNAL PRGM-CAMPAIGN 2644515 2644515 INTRNAL PRGM-ALLOCATION 1860138 1860138 INTRNAL ENDOWMENT SUPPO 312585 312585 RENTAL EXPENSES (INCLUD -3247342 -3076361 -170981 165064 165064 37975470 29794535 3211274 4969661 226900 228828 1427842 505392 6374481 6109208 2305089 2416843 243832 222158 57391420 20609573 37473008 36781847 188738134 200655148 14984281 26591378 33386867 36116044 285160434 309626846 3448345 3136749 17192724 16515970 209598 344150 27000000 26890000 12643500 12446200 4250000 4500000 35187873 36373501 99932040 100206570 X 99040430 111663996 51961436 60961536 34226528 36794744 185228394 209420276 285160434 309626846 X 10694648 17317835 951539 -4772140 X X 0 1 X 1 0 X 34065708 24662047 57624996 28155765 38692159 183200675 34065708 24662047 57624996 28155765 38692159 183200675 12725666 170475009 7216996 6798494 6340223 7663265 7580065 35599043 -515875 237652 1473797 294630 627783 2117987 760005 587601 7196557 434113 362390 9340666 230258371 0.74040 0.74240 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2009 AMOUNT: $ 760,005. 2010 AMOUNT: $ 587,601. 2011 AMOUNT: $ 7,196,557. 2012 AMOUNT: $ 434,113. 2013 AMOUNT: $ 362,390. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9951 29853 39804 39784533 39824337 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 34929 64705 65127 39804 204565 250000 250000 250000 250000 1000000 1500000 8732 16176 16282 9951 51141 247 15 10598287 100000 -6054231 -794824 58075336 23518385 1 1 84330682 6958636 12586219 8145364 549285 95180888 81724000 2345612 8161797 7374306 526421 84330682 58348000 23571000 5926000 5596000 525000 81724000 53667000 2189000 8497000 5553000 452000 58348000 54623000 766000 5900000 7187000 435000 53667000 0.44380 0.38660 0.16960 0 0 7054520 7054520 46212740 17603401 28609339 4124160 3006172 1117988 36781847 STATE OF ISRAEL BONDS 1911250 F OTHER INVESTMENTS 24680128 F 26591378 ASSETS HELD UNDER CRT AGREEMENTS 3043887 NON-PARTICIPATING ASSETS 29947538 OTHER ASSETS 3124619 36116044 DONOR DESIGNATED LIABILITIES 229185 LIABILITIES UNDER CHARITABLE GIFT ANNUITIES 3765145 OTHER NON-CURRENT LIABILITIES 2836704 LIABILITIES UNDER REVOCABLE TRUST AGREEMENTS 13124945 LIABILITIES UNDER CRT AGREEMENTS 1671872 INVESTMENT IN EXPONENT 2030671 ACCRUED PENSION BENEFIT COST 12714979 36373501 X 68334317 17317835 951539 -1260388 17008986 51325331 -2655213 -2655213 48670118 44142435 951539 5439401 6390940 37751495 223975 223975 37975470 PART V, LINE 4: THE JEWISH FEDERATION ENDOWMENT FUNDS ARE INTENDED TO SUPPORT AND PROVIDE A SECURE FINANCIAL FOUNDATION FOR THE JEWISH COMMUNITY OF GREATER PHILADELPHIA. THE JEWISH FEDERATION IS DEDICATED TO CREATING PERMANENT ASSETS TO PROVIDE THE COMMUNITY WITH THE RESOURCES NECESSARY TO SUPPORT A FLOURISHING JEWISH COMMUNITY, NOW AND IN THE FUTURE. OUR ENDOWMENT FUNDS DIRECTLY SUPPORT JEWISH FEDERATION'S ANNUAL CAMPAIGN AND PRIORITIES IN OUR LOCAL JEWISH COMMUNITY, IN ISRAEL AND IN THE FORMER SOVIET UNION. THE ENDOWMENT FUNDS ALSO SUPPORT LOCAL AGENCIES, SYNAGOGUES, SCHOOLS, NATIONAL JEWISH ORGANIZATIONS AND GENERAL CHARITABLE ORGANIZATIONS. PART X, LINE 2: THE ORGANIZATION ADOPTED ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS INTERPRETATION CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM STANDARD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE JEWISH FEDERATION AND THE JEWISH EXPONENT HAVE NOT TAKEN ANY UNCERTAIN TAX POSITION THAT SHOULD BE ACCOUNTED FOR UNDER ASC 740. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF NON-PARTICIPATING ASSETS -1,678,749. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 719,349. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES 283,598. EQUITY IN EARNINGS OF EXPONENT -360,611. INVESTMENT MANAGEMENT FEES SHOWN AS EXPENSE -223,975. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL INCOME RECORDED AS EXPENSE 445,492. RENTAL EXPENSE RECLASSES -3,247,342. INVESTMENT INCOME FROM PARTNERSHIPS 146,637. PART XII, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLES 413,796. RENTAL EXPENSE RECLASSES 3,247,342. RENTAL INCOME RECORDED AS EXPENSE -445,492. FORFEITED GRANTS -30,000. PENSION RELATED CHANGES OTHER THAN PERIODIC COSTS 2,161,105. LOSS ON INTEREST RATE SWAP 92,650. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES SHOWN AS EXPENSE 223,975. 1 MIDDLE EAST AND NORTH AFRICA 1 1 PROGRAM SERVICE ACTIVITY CENTER FOR ISRAEL & OVERSEAS - ISRAEL OFFICE 138454 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 23174231 1 1 0 0 1 1 23312685 0 23312685 1 0 1 1 1 0 PART I, LINE 2: JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) ADOPTED A PROCEDURE FOR ASSISTING FEDERATIONS IN MAKING FOREIGN GRANTS WHICH DO NOT HAVE AN "AMERICAN FRIENDS OF" OFFICE WHICH IS A PUBLIC CHARITY LISTED WITH THE IRS. JEWISH FEDERATION DISTRIBUTES ALL FOREIGN GRANTS FROM DONOR-ADVISED, ENDOWMENT AND OTHER FUNDS IN ACCORDANCE WITH JFNA'S POLICY AS FOLLOWS: 1. UPON RECEIPT OF A RECOMMENDATION FOR A GRANT FROM A DONOR-ADVISED FUND OR OTHER SOURCE FOR A FOREIGN GRANT, JEWISH FEDERATION WILL SEND A LETTER VIA EMAIL TO ISRAELGRANTS@JEWISHFEDERATIONS.ORG OR BY MAIL TO THE ADDRESS BELOW RELAYING THE NAME OF THE PROPOSED GRANTEE, CHECK NUMBER OR WIRE DATE AND THE AMOUNT AND PURPOSE OF THE GRANT TO JFNA. SONIA SANTOS THE JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK, NY 10004 2. JFNA FORWARDS THE LETTER, WHICH CONTAINS ALL REQUIRED INFORMATION AND RECOMMENDATION, TO THE UNITED ISRAEL APPEAL ("UIA") WHICH CONDUCTS A PRE-GRANT REVIEW. AS PART OF THE PRE-GRANT REVIEW, UIA DETERMINES WHETHER OR NOT THE GRANT WILL BE USED FOR CHARITABLE PURPOSES AND CONFIRMS THAT THE CHARITY IS QUALIFIED TO RECEIVE SUCH GRANT. UIA ALSO REQUIRES THE BENEFICIARY TO SUBMIT OR UPDATE ALL THE REQUIRED LEGAL DOCUMENTS. 3. BASED UPON THE RESULTS OF THE UIA REVIEW, JFNA IS INFORMED THAT THE RECOMMENDATION IS APPROVED. IF THE JEWISH FEDERATION CHECK OR WIRE WAS SENT WITH THE LETTER, JFNA INFORMS THE JEWISH FEDERATION THAT THE GRANT WAS APPROVED, DEPOSITS THE CHECK OR ACCEPTS THE WIRE AND SUBSEQUENTLY, WIRES THE FUNDS TO UIA. IF THE CHECK OR WIRE WAS NOT SENT, JFNA INFORMS THE JEWISH FEDERATION THE GRANT WAS APPROVED AND REQUESTS THAT THE CHECK OR WIRE BE SENT. GIVEN THE PRIOR INVESTIGATION BY UIA, IT IS ANTICIPATED THAT THESE RECOMMENDATIONS WILL GENERALLY BE APPROVED AND THE INITIATING JEWISH FEDERATION WILL BE ADVISED THAT THE GRANT HAS BEEN APPROVED. IF THE RECOMMENDATION IS DECLINED, JFNA WILL NOTIFY THE JEWISH FEDERATION AND THE FUNDS WILL BE RETURNED TO JEWISH FEDERATION. IF THE RECOMMENDATION IS DECLINED AND THE DOLLARS SENT TO JFNA WERE FROM A DONOR-ADVISED FUND OR OTHER ENDOWMENT FUND, THE DOLLARS WILL BE RETURNED TO THE JEWISH FEDERATION FOR CREDIT TO THE APPROPRIATE FUND. 4. JFNA AND UIA WILL RETAIN THE NECESSARY DOCUMENTATION TO SATISFY IRS REPORTING AND RECORDKEEPING REQUIREMENTS FOR THE FOREIGN GRANT AND UIA WILL REPORT THE FOREIGN GRANT ON ITS FORM 990. 5. JEWISH FEDERATION REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. IN ADDITION, JFNA, AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA), A SUBSIDIARY OF JFNA, AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) - BOTH 501(C)(3) ORGANIZATIONS -- EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F. X X X X X X 1 SIEGEL MARKETING GROUP PO BOX 686598 CHICAGO IL 60695 TELEMARKETING SOLICITATIONS 0 234126 97338 136788 FAIRMOUNT VENTURES INC 2 PENN CENTER PLAZA 1500 JFK BLVD PHILADELPHIA PA 19102 GRANT WRITING/PROPOSAL 0 47000 1506 45494 281126 98844 182282 PA NJ NY FL CA 1 ABINGTON ART CENTER INC 515 MEETINGHOUSE RD JENKINTOWN PA 19046 231633530 501(C)(3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ABINGTON HEALTH FOUNDATION 1200 OLD YORK ROAD ABINGTON PA 19001 232188052 501(C)(3) 6000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ABRAMS HEBREW ACADEMY 31 WEST COLLEGE AVENUE YARDLEY PA 19067 216001415 501(C)(3) 99436 GENERAL AND/OR PROGRAM SUPPORT ABRAMS HEBREW ACADEMY 31 WEST COLLEGE AVENUE YARDLEY PA 19067 216001415 501(C)(3) 2000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ADOPT-AN-AUTHOR INC 9447 COVENTRY LAKE COURT WEST PALM BEACH FL 33411 141844572 501(C)(3) 6000 GENERAL AND/OR PROGRAM SUPPORT ADVANCING WOMEN PROFESSIONALS AND THE JEWISH COMMUNITY INC 520 EIGHTH AVENUE NEW YORK NY 10018 134190787 501(C)(3) 6000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ADVOCATES FOR THE JEWISH MENTALLY ILL (AJMI) PO BOX 52730 PHILADELPHIA PA 19115 232666629 501(C)(3) 11000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AFTER SCHOOL ACTIVITIES PARTNERSHIPS 1520 LOCUST STREET SUITE 1104 PHILADELPHIA PA 19102 263639206 501(C)(3) 36500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ALBERT EINSTEIN MEDICAL CENTER 5501 OLD YORK ROAD PHILADELPHIA PA 19103 231396794 501(C)(3) 3970 GENERAL AND/OR PROGRAM SUPPORT ALBERT EINSTEIN MEDICAL CENTER 5501 OLD YORK ROAD PHILADELPHIA PA 19103 231396794 501(C)(3) 26800 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN ASSOCIATES BEN-GURION UNIVERSITY OF THE NEGEV INC 1001 AVENUE OF THE AMERICAS NEW YORK NY 10018 237270753 501(C)(3) 9450 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC 633 THIRD AVENUE 20TH FL NEW YORK NY 10017 131623886 501(C)(3) 4757 GENERAL AND/OR PROGRAM SUPPORT AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC 633 THIRD AVENUE 20TH FL NEW YORK NY 10017 131623886 501(C)(3) 1100 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN FRIENDS OF DARCHE NOAM 111 BROADWAY SUITE 704 NEW YORK NY 10006 112694906 501(C)(3) 6000 GENERAL AND/OR PROGRAM SUPPORT AMERICAN FRIENDS OF LEKET ISRAEL INC 960 TEANECK ROAD SUITE 200 TEANECK NJ 076661490 208202424 501(C)(3) 31000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN FRIENDS OF MAGEN DAVID ADOM 352 7TH AVENUE 4TH FLOOR NEW YORK NY 10001 131790719 501(C)(3) 15450 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN FRIENDS OF THE ISRAEL MUSEUM 500 FIFTH AVENUE SUITE 2540 NEW YORK NY 10110 237182582 501(C)(3) 10100 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA (AFIPO 122 EAST 42ND STREET SUITE 4507 NEW YORK NY 10168 237183563 501(C)(3) 5250 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN FRIENDS OF YESHIVA D'MIR INC 5227 NEW UTRECHT AVENUE BROOKLYN NY 11219 132946608 501(C)(3) 4950 GENERAL AND/OR PROGRAM SUPPORT AMERICAN FRIENDS OF YESHIVA D'MIR INC 5227 NEW UTRECHT AVENUE BROOKLYN NY 11219 132946608 501(C)(3) 1000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 10022 135563393 501(C)(3) 429 GENERAL AND/OR PROGRAM SUPPORT AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 10022 135563393 501(C)(3) 5080 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) 711 THIRD AVENUE NEW YORK NY 10017 131656634 501(C)(3) 86800 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN SOCIETY FOR TECHNION 55 EAST 59TH STREET NEW YORK NY 10022 130434195 501(C)(3) 4757 GENERAL AND/OR PROGRAM SUPPORT AMERICAN SOCIETY FOR TECHNION 55 EAST 59TH STREET NEW YORK NY 10022 130434195 501(C)(3) 1000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS AMERICAN SUPPORT FOR ISRAEL INC PO BOX 3263 WASHINGTON DC 200100263 263383926 501(C)(3) 6000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 101583560 131818723 501(C)(3) 4757 GENERAL AND/OR PROGRAM SUPPORT ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 101583560 131818723 501(C)(3) 39200 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ANTI-DEFAMATION LEAGUE (ADL) FOUNDATION 605 THIRD AVENUE NEW YORK NY 101583560 132887439 501(C)(3) 227800 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS BEIS MIDRASH OF QUEENS 17 FORT GEORGE HL APT 7J NEW YORK NY 100402516 112509831 501(C)(3) 6000 GENERAL AND/OR PROGRAM SUPPORT BENCHMARK SCHOOL 2107 NORTH PROVIDENCE ROAD MEDIA PA 19063 231728895 501(C)(3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS BETH DAVID REFORM CONGREGATION 1130 VAUGHAN LANE GLADWYNE PA 19035 236000908 501(C)(3) 51500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS BETH SHOLOM SYNAGOGUE 8231 OLD YORK ROAD ELKINS PARK PA 19027 020806071 501(C)(3) 8904 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33RD STREET 7TH FLOOR NEW YORK NY 10016 134092050 501(C)(3) 401100 GENERAL AND/OR PROGRAM SUPPORT BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33RD STREET 7TH FLOOR NEW YORK NY 10016 134092050 501(C)(3) 4200 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS BOY SCOUTS OF AMERICA CRADLE OF LIBERTY COUNCIL BSA WAYNE PA 19087 231352052 501(C)(3) 15000 GENERAL AND/OR PROGRAM SUPPORT BOY SCOUTS OF AMERICA CRADLE OF LIBERTY COUNCIL BSA WAYNE PA 19087 231352052 501(C)(3) 1000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC ONE PENN PLAZA SUITE 6250 NEW YORK NY 10119 115324002 501(C)(3) 349 GENERAL AND/OR PROGRAM SUPPORT BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC ONE PENN PLAZA SUITE 6250 NEW YORK NY 10119 115324002 501(C)(3) 5180 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CRIB-EFRAT (COMMITTEE FOR THE RESCUE OF ISRAELS BABIES) 333 WEST 86TH STREET SUITE 1003 NEW YORK NY 10024 223431457 501(C)(3) 150000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CAMP RAMAH IN THE POCONOS 2100 ARCH STREET PHILADELPHIA PA 19103 231607236 501(C)(3) 12540 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CHABAD LUBAVITCH OF BERKS COUNTY INC 2320 HAMPDEN BLVD READING PA 19604 205494687 501(C)(3) 25000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CHEDER CHABAD 276 SOUTH BRYN MAWR AVE BRYN MAWR PA 19010 270854753 501(C)(3) 30040 GENERAL AND/OR PROGRAM SUPPORT CHILDREN'S HOSPITAL CORPORATION DBA CHILDREN'S HOSPITAL BOSTON 300 LONGWOOD AVENUE BOSTON MA 02115 042774441 501(C)(3) 313 GENERAL AND/OR PROGRAM SUPPORT CHILDREN'S HOSPITAL CORPORATION DBA CHILDREN'S HOSPITAL BOSTON 300 LONGWOOD AVENUE BOSTON MA 02115 042774441 501(C)(3) 100000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC 126 HIGH STREET BOSTON MA 02110 042103559 501(C)(3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS COMMUNITY LEGAL SERVICES INC 1424 CHESTNUT STREET PHILADELPHIA PA 19102 231671562 501(C)(3) 25000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS COMMUNITY PARTNERSHIP SCHOOL 1936 N JUDSON ST PHILADELPHIA PA 19121 203195763 501(C)(3) 8500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CONGREGATION ADATH JESHURUN 7763 OLD YORK ROAD ELKINS PARK PA 19027 231484192 501(C)(3) 9757 GENERAL AND/OR PROGRAM SUPPORT CONGREGATION ADATH JESHURUN 7763 OLD YORK ROAD ELKINS PARK PA 19027 231484192 501(C)(3) 13160 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CONGREGATION BETH EL-NER TAMID 715 PAXON HOLLOW ROAD BROOMALL PA 19008 231555443 501(C)(3) 3824 GENERAL AND/OR PROGRAM SUPPORT CONGREGATION BETH EL-NER TAMID 715 PAXON HOLLOW ROAD BROOMALL PA 19008 231555443 501(C)(3) 4000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CONGREGATION OHEV SHALOM 2 CHESTER ROAD WALLINGFORD PA 19086 231457981 501(C)(3) 10672 GENERAL AND/OR PROGRAM SUPPORT CONGREGATION OHEV SHALOM 2 CHESTER ROAD WALLINGFORD PA 19086 231457981 501(C)(3) 1750 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CONGREGATION OR AMI 708 RIDGE PIKE LAFAYETTE HILL PA 19444 236050459 501(C)(3) 15656 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS CYSTIC FIBROSIS FOUNDATION 2004 SPROUL ROAD 208 BROOMALL PA 19008 232573569 501(C)(3) 16000 GENERAL AND/OR PROGRAM SUPPORT CYSTIC FIBROSIS FOUNDATION 2004 SPROUL ROAD 208 BROOMALL PA 19008 232573569 501(C)(3) 100 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS DANA FARBER CANCER INSTITUTE INC 450 BROOKLINE AVENUE BOSTON MA 02115 042263040 501(C)(3) 5250 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS DREXEL UNIVERSITY 3141 CHESTNUT ST OFFICE OF INSTITUTIONAL ADVANCEMENT PHILA PA 19104 231352630 501(C)(3) 32000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ELI-AMERICAN FRIENDS OF THE ISRAEL ASSOCIATION FOR CHILD PROTECTION INC 1009 DELENE ROAD RYDAL PA 19046 522171745 501(C)(3) 1250 GENERAL AND/OR PROGRAM SUPPORT ELI-AMERICAN FRIENDS OF THE ISRAEL ASSOCIATION FOR CHILD PROTECTION INC 1009 DELENE ROAD RYDAL PA 19046 522171745 501(C)(3) 12000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS EPISCOPAL ACADEMY 1785 BISHOP WHITE DR ALUMNI DEVELOPMENT OFFICE NEWTOWN SQUARE PA 190739902 231370500 501(C)(3) 12500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FAMILY SUPPORT LINE OF DELAWARE COUNTY INC 100 WEST 6TH STREET MEDIA PA 19063 232528819 501(C)(3) 5200 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FEDERATION EARLY LEARNING SERVICE (FELS) 10700 JAMISON AVENUE DEVELOPMENT OFFICE PHILADELPHIA PA 19116 231352554 501(C)(3) 12003 GENERAL AND/OR PROGRAM SUPPORT FEDERATION EARLY LEARNING SERVICE (FELS) 10700 JAMISON AVENUE DEVELOPMENT OFFICE PHILADELPHIA PA 19116 231352554 501(C)(3) 5790 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FEDERATION HOUSING 8900 ROOSEVELT BOULEVARD PHILADELPHIA PA 19115 232122054 501(C)(3) 108500 GENERAL AND/OR PROGRAM SUPPORT FEMALE HEBREW BENEVOLENT SOCIETY 2125 DELANCEY PLACE PHILADELPHIA PA 19103 236269039 501(C)(3) 26318 GENERAL AND/OR PROGRAM SUPPORT FEMALE HEBREW BENEVOLENT SOCIETY 2125 DELANCEY PLACE PHILADELPHIA PA 19103 236269039 501(C)(3) 7750 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FREE LIBRARY OF PHILADELPHIA FOUNDATION 1901 VINE STREET SUITE 111 PHILADELPHIA PA 191031189 521173474 501(C)(3) 54 GENERAL AND/OR PROGRAM SUPPORT FREE LIBRARY OF PHILADELPHIA FOUNDATION 1901 VINE STREET SUITE 111 PHILADELPHIA PA 19103 521173474 501(C)(3) 6250 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FRIENDS CENTRAL SCHOOL 1101 CITY AVENUE WYNNEWOOD PA 19096 231352636 501(C)(3) 7745 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FRIENDS OF MCGILL UNIVERSITY 2 HAMILTON AVE NEW ROCHELLE NY 10801 237054819 501(C)(3) 20000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FRIENDS OF THE ARAVA INSTITUTE 896 BEACON STREET BOSTON MA 02215 113485736 501(C)(3) 40000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FRIENDS OF THE ISRAEL DEFENSE FORCES (IDF) 1430 BROADWAY NEW YORK NY 10018 133156445 501(C)(3) 5230 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS FRIENDS SCHOOL HAVERFORD 851 BUCK LANE HAVERFORD PA 19041 232579468 501(C)(3) 15000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS GERMANTOWN JEWISH CENTRE 400 WEST ELLET STREET PHILADELPHIA PA 19119 231396831 501(C)(3) 22450 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS GOLDEN SLIPPER CENTER FOR SENIORS 3901 CONSHOHOCKEN AVENUE PHILADELPHIA PA 19131 232793956 501(C)(3) 18349 GENERAL AND/OR PROGRAM SUPPORT GOLDEN SLIPPER CENTER FOR SENIORS 3901 CONSHOHOCKEN AVENUE PHILADELPHIA PA 19131 232793956 501(C)(3) 500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS GRATZ COLLEGE 7605 OLD YORK RD MELROSE PARK PA 19027 231352642 501(C)(3) 522763 GENERAL AND/OR PROGRAM SUPPORT GRATZ COLLEGE 7605 OLD YORK RD MELROSE PARK PA 19027 231362642 501(C)(3) 2600 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS GREATER PHILADELPHIA URBAN AFFAIRS COALITION 1207 CHESTNUT STREET SUITE 700 PHILADELPHIA PA 19107 237046393 501(C)(3) 5054 GENERAL AND/OR PROGRAM SUPPORT HADAR BAIS YAAKOV INC 351 LAWRENCE AVENUE LAKEWOOD NJ 08701 223316403 501(C)(3) 5450 GENERAL AND/OR PROGRAM SUPPORT HADASSAH MEDICAL RELIEF ASSOCIATION INC (HIMRA) 50 WEST 58TH STREET NEW YORK NY 10019 136110872 501(C)(3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC 50 WEST 58TH STREET NEW YORK NY 10019 131656651 501(C)(3) 21380 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS HAR ZION TEMPLE 1500 HAGYS FORD ROAD PENN VALLEY PA 19072 231365242 501(C)(3) 32585 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA INC 2100 ARCH STREET 3RD FLOOR PHILADELPHIA PA 19103 231405597 501(C)(3) 33355 GENERAL AND/OR PROGRAM SUPPORT HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA INC 2100 ARCH STREET 3RD FLOOR PHILADELPHIA PA 19103 231405597 501(C)(3) 5600 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS HILLEL OF GREATER PHILADELPHIA 215 SOUTH 39TH STREET PHILADELPHIA PA 19104 231365179 501(C)(3) 486802 GENERAL AND/OR PROGRAM SUPPORT HILLEL OF GREATER PHILADELPHIA 215 SOUTH 39TH STREET PHILADELPHIA PA 19104 231365179 501(C)(3) 22498 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 800 8TH STREET NW WASHINGTON DC 20001 521844823 501(C)(3) 5300 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS HOLOCAUST AWARENESS MUSEUM AND EDUCATION CENTER KLEIN JCC - ROOM 210 PHILADELPHIA PA 19116 231969470 501(C)(3) 984 GENERAL AND/OR PROGRAM SUPPORT HOLOCAUST AWARENESS MUSEUM AND EDUCATION CENTER KLEIN JCC - ROOM 210 PHILADELPHIA PA 19116 231969470 501(C)(3) 14500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS HUB THEATRE COMPANY OF BOSTON INC 115 MT AUBURN STREET CAMBRIDGE MA 02138 461283093 501(C)(3) 20000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS IS KOSLOFF TORAH ACADEMY HIGH SCHOOL FOR GIRLS 50 MONTGOMERY AVENUE BALA CYNWYD PA 19004 452611143 501(C)(3) 58233 GENERAL AND/OR PROGRAM SUPPORT IS KOSLOFF TORAH ACADEMY HIGH SCHOOL FOR GIRLS 50 MONTGOMERY AVENUE BALA CYNWYD PA 19004 452611143 501(C)(3) 1180 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS IMAJNZ FOUNDATION C/O JUDI GOODMAN EVENT CHAIR 7254 WILLOW LANE AMBLER PA 19002 264506427 501(C)(3) 21000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS INTERFAITHFAMILY COM INC 90 OAK STREET NEWTON MA 02464 043577816 501(C)(3) 70238 GENERAL AND/OR PROGRAM SUPPORT INTERFAITHFAMILY COM INC 90 OAK STREET NEWTON MA 02464 043577816 501(C)(3) 26800 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS INTERNATIONAL DOCUMENTARY ASSOCIATION 3470 WELSHIRE BLVD LOS ANGELES CA 90017 953911227 501(C)(3) 17000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON ROAD SUITE H WARRINGTON PA 18976 232519029 501(C)(3) 6750 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JACK M BARRACK HEBREW ACADEMY 272 SOUTH BRYN MAWR AVENUE BRYN MAWR PA 19010 231352614 501(C)(3) 801402 GENERAL AND/OR PROGRAM SUPPORT JACK M BARRACK HEBREW ACADEMY 272 SOUTH BRYN MAWR AVENUE BRYN MAWR PA 19010 231352614 501(C)(3) 28726 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JCC KAISERMAN 45 HAVERFORD ROAD WYNNEWOOD PA 19096 270841715 501(C)(3) 254108 GENERAL AND/OR PROGRAM SUPPORT JCC KAISERMAN 45 HAVERFORD ROAD WYNNEWOOD PA 19096 270841715 501(C)(3) 261250 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JCCS OF GREATER PHILADELPHIA 401 SOUTH BROAD STREET PHILADELPHIA PA 19147 231352242 501(C)(3) 66059 GENERAL AND/OR PROGRAM SUPPORT JCCS OF GREATER PHILADELPHIA 401 SOUTH BROAD STREET PHILADELPHIA PA 19147 231352242 501(C)(3) 1300 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JCPA 116 E 27TH STREET 10TH FLOOR NEW YORK NY 10016 131624104 501(C)(3) 20000 GENERAL AND/OR PROGRAM SUPPORT JEVS HUMAN SERVICES 1845 WALNUT STREET 7TH FLOOR PHILADELPHIA PA 19103 231352118 501(C)(3) 530745 GENERAL AND/OR PROGRAM SUPPORT JEVS HUMAN SERVICES 1845 WALNUT STREET 7TH FLOOR PHILADELPHIA PA 19103 231352118 501(C)(3) 13188 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH FAMILY AND CHILDREN'S SERVICE OF GREATER PHILADELPHIA 2100 ARCH STREET - 5TH FLOOR PHILADELPHIA PA 19103 231352026 501(C)(3) 1524271 GENERAL AND/OR PROGRAM SUPPORT JEWISH FAMILY AND CHILDREN'S SERVICE OF GREATER PHILADELPHIA 2100 ARCH STREET - 5TH FLOOR PHILADELPHIA PA 19103 231352026 501(C)(3) 46890 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH FEDERATION OF PALM BEACH COUNTY 4601 COMMUNITY DRIVE WEST PALM BEACH FL 33417 590948696 501(C)(3) 83000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH FEDERATION OF SOUTHERN NEW JERSEY 1301 SPRINGDALE ROAD SUITE 200 CHERRY HILL NJ 080032761 210634489 501(C)(3) 6750 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH FEDERATION OF THE LEHIGH VALLEY 702 N 22ND ST ALLENTOWN PA 18104 236396949 501(C)(3) 12500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH LEARNING VENTURE 7607 OLD YORK ROAD MELROSE PARK PA 19027 232473518 501(C)(3) 964462 GENERAL AND/OR PROGRAM SUPPORT JEWISH LEARNING VENTURE 7607 OLD YORK ROAD MELROSE PARK PA 19024 232473518 501(C)(3) 22500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH LIFE SEMINARS 22 MAPLE AVENUE BALA CYNWYD PA 19004 263589821 501(C)(3) 6500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 131659627 501(C)(3) 4757 GENERAL AND/OR PROGRAM SUPPORT JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 131659627 501(C)(3) 28490 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH ORTHODOX FEMINIST ALLIANCE INC 520 8TH AVE 4TH FLOOR NEW YORK NY 10018 522106560 501(C)(3) 18000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH RELIEF AGENCY SUITE 8 200 MONUMENT ROAD BALA CYNWYD PA 19004 262578017 501(C)(3) 173425 GENERAL AND/OR PROGRAM SUPPORT JEWISH RELIEF AGENCY SUITE 8 200 MONUMENT ROAD BALA CYNWYD PA 19004 262578017 501(C)(3) 10960 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH SOCIAL POLICY ACTION NETWORK (JSPAN) 1735 MARKET STREET SUITE A-417 PHILADELPHIA PA 19103 200460097 501(C)(3) 5350 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY NEW YORK NY 100279985 130887640 501(C)(3) 4757 GENERAL AND/OR PROGRAM SUPPORT JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY NEW YORK NY 100279985 130887640 501(C)(3) 1280 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JUDITH CREED HOMES FOR ADULT INDEPENDENCE (JCHAI) 274 S BRYN MAWR AVENUE BRYN MAWR PA 19010 232493728 501(C)(3) 28800 GENERAL AND/OR PROGRAM SUPPORT JUDITH CREED HOMES FOR ADULT INDEPENDENCE (JCHAI) 274 S BRYN MAWR AVENUE BRYN MAWR PA 19010 232493728 501(C)(3) 6400 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL 26 BROADWAY 14TH FLOOR NEW YORK NY 10004 231907729 501(C)(3) 6430 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS KAMAAINA CARE INC HAWAII CHILD CARE CENTER 156 HAMAKERA DRIVE KAILUA HI 967341834 990261935 501(C)(3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS KENESETH ISRAEL REFORM CONGREGATION 8339 OLD YORK ROAD ELKINS PARK PA 19027 231365269 501(C)(3) 8375 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS KIVUNIM 300 CENTRAL PARK WEST SUITE 12J2 NEW YORK NY 10024 571148733 501(C)(3) 25000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS KLEIN AND STIFFEL JCCS 10100 JAMISON AVENUE PHILADELPHIA PA 19116 270840848 501(C)(3) 1281418 GENERAL AND/OR PROGRAM SUPPORT KLEIN AND STIFFEL JCCS 10100 JAMISON AVENUE PHILADELPHIA PA 19116 270840848 501(C)(3) 43500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS KOHELET YESHIVA HIGH SCHOOL 223 N HIGHLAND AVE MERION STATION PA 19066 232915026 501(C)(3) 102364 GENERAL AND/OR PROGRAM SUPPORT KOHELET YESHIVA HIGH SCHOOL 223 N HIGHLAND AVE MERION STATION PA 19066 232915026 501(C)(3) 26370 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS LANKENAU HOSPITAL FOUNDATION 100 EAST LANCASTER AVE SUITE 558 WYNNEWOOD PA 19096 232176723 501(C)(3) 11000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS LEHIGH UNIVERSITY 27 MEMORIAL DRIVE WEST BETHLEHEM PA 18015 240795445 501(C)(3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS LITERACY PROJECT 15 BANK ROW GREENFIELD MA 01301 042907399 501(C)(3) 5000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS LIVING BEYOND BREAST CANCER 354 WEST LANCASTER AVENUE HAVERFORD PA 19041 232734689 501(C)(3) 20000 GENERAL AND/OR PROGRAM SUPPORT LIVING BEYOND BREAST CANCER 354 WEST LANCASTER AVENUE HAVERFORD PA 19041 232734689 501(C)(3) 26810 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS LOWER MERION SYNAGOGUE 123 OLD LANCASTER ROAD BALA CYNWYD PA 19004 232615920 501(C)(3) 16391 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE 1425 HORSHAM ROAD NORTH WALES PA 194541320 232083077 501(C)(3) 649534 GENERAL AND/OR PROGRAM SUPPORT MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE 1425 HORSHAM ROAD NORTH WALES PA 194541320 232083077 501(C)(3) 57970 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS MANHATTAN THEATRE CLUB 311 WEST 43RD STREET NEW YORK NY 10036 237086643 501(C)(3) 9000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS MARTINS RUN DEVELOPMENT OFFICE 11 MARTINS RUN MEDIA PA 19063 232090256 501(C)(3) 77345 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS MECCA SERVICES 430 SOUTHGATE AVENUE IOWA CITY IA 52240 420946031 501(C)(3) 7400 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS MEOR FOUNDATION PO BOX 279 POMONA NY 10970 510430002 501(C)(3) 6000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS MID STATES HABONIM CAMPING ASSOCIATION INC (CAMP GALIL) 2100 ARCH STREET 7TH FLOOR PHILADELPHIA PA 19103 236005866 501(C)(3) 9000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS MILTON AND HATTIE KUTZ HOME INC 704 RIVER RD WILMINGTON DE 19809 510070786 501(C)(3) 7100 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS MINDING YOUR MIND 42 WEST LANCASTER AVE ARDMORE PA 19003 208448707 501(C)(3) 7000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS MISHKAN SHALOM 4101 FREELAND AVENUE PHILADELPHIA PA 19128 232518433 501(C)(3) 9500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS MISHKON TEPHILO SYNAGOGUE 201 HAMPTON DRIVE VENICE CA 90291 501(C)(3) 7000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS MOISHE HOUSE 441 SAXONY ROAD ENCINITAS CA 92024 262599786 501(C)(3) 22000 GENERAL AND/OR PROGRAM SUPPORT MOVING TRADITIONS 261 OLD YORK ROAD SUITE 734 JENKINTOWN PA 19046 342015014 501(C)(3) 27900 GENERAL AND/OR PROGRAM SUPPORT MOVING TRADITIONS 261 OLD YORK ROAD SUITE 734 JENKINTOWN PA 19046 342015014 501(C)(3) 2700 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS NATIONAL LIBERTY MUSEUM 321 CHESTNUT STREET PHILADELPHIA PA 19106 232788633 501(C)(3) 29200 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS NATIONAL MULTIPLE SCLEROSIS SOCIETY GREATER DELAWARE VALLEY CHAPTER 30 SOUTH 17TH STREET SUITE 800 PHILADELPHIA PA 19103 231401535 501(C)(3) 18000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY 101 S INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 237379280 501(C)(3) 403 GENERAL AND/OR PROGRAM SUPPORT NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY 101 S INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 237379280 501(C)(3) 20510 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS NEW YORK UNIVERSITY 105 E 17TH S - 4TH FLOOR NEW YORK NY 10003 135562308 501(C)(3) 6500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS NORRISTOWN CHURCH OF GOD 329-351 EAST WOOD STREET NORRISTOWN PA 19401 501(C)(3) 6565 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS OHIO STATE UNIVERSITY FOUNDATION 1480 WEST LANE AVENUE COLUMBUS OH 43221 311145986 501(C)(3) 31000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS OHIO WESLEYAN UNIVERSITY MOWRY ALUMNI CENTER 61 SOUTH SANDUSKY STREET DELAWARE OH 43015 314379585 501(C)(3) 11000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS OPERA PHILADELPHIA OFFICE OF DEVELOPMENT 1420 LOCUST ST SUITE 200 PHILADELPHIA PA 19102 231504706 501(C)(3) 8000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS OR HADASH 190 CAMP HILL ROAD FT WASHINGTON PA 19034 232520118 501(C)(3) 22005 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ORGANIZATION FOR THE RESOLUTION OF AGUNOT (ORA) 551 W 181ST STREET NEW YORK NY 10033 810582070 501(C)(3) 17000 GENERAL AND/OR PROGRAM SUPPORT OROT 7601 OLD YORK ROAD MELROSE PARK PA 19027 200803538 501(C)(3) 30043 GENERAL AND/OR PROGRAM SUPPORT OROT 7601 OLD YORK ROAD MELROSE PARK PA 19027 200803538 501(C)(3) 1100 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PASSOVER LEAGUE OF PHILADELPHIA 215 NORTH PRESIDENTIAL BOULEVARD 1ST FLOOR BALA CYNWYD PA 19004 236267034 501(C)(3) 16343 GENERAL AND/OR PROGRAM SUPPORT PASSOVER LEAGUE OF PHILADELPHIA 215 NORTH PRESIDENTIAL BOULEVARD 1ST FLOOR BALA CYNWYD PA 19004 236267034 501(C)(3) 100 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PEF ISRAEL ENDOWMENT FUNDS INC 317 MADISON AVENUE SUITE 607 NEW YORK NY 10017 136104086 501(C)(3) 23700 GENERAL AND/OR PROGRAM SUPPORT PENN STATE HILLEL 117 PASQUERILLA SPIRITUAL CENTER UNIVERSITY PARK PA 16802 256078799 501(C)(3) 40500 GENERAL AND/OR PROGRAM SUPPORT PENN STATE HILLEL 117 PASQUERILLA SPIRITUAL CENTER UNIVERSITY PARK PA 16802 256078799 501(C)(3) 500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PENNSYLVANIA JEWISH COALITION 800 N THIRD STREET SUITE 401B HARRISBURG PA 17102 232210499 501(C)(3) 75000 GENERAL AND/OR PROGRAM SUPPORT PHILABUNDANCE 3616 SOUTH GALLOWAY ST PHILADELPHIA PA 19148 232290505 501(C)(3) 662 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PHILABUNDANCE 3616 SOUTH GALLOWAY ST PHILADELPHIA PA 19148 232290505 501(C)(3) 5650 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PHILADELPHIA MURAL ARTS ADVOCATES 1729 MOUNT VERNON STREET PHILADELPHIA PA 19130 232876470 501(C)(3) 30100 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PHILADELPHIA MUSEUM OF ART PO BOX 7646 PHILADELPHIA PA 19101 231365388 501(C)(3) 54 GENERAL AND/OR PROGRAM SUPPORT PHILADELPHIA MUSEUM OF ART PO BOX 52730 PHILADELPHIA PA 19101 231365388 501(C)(3) 6837 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PHILADELPHIA ORCHESTRA ASSOCIATION 260 SOUTH BROAD STREET 16TH FLOOR PHILADELPHIA PA 191025080 231352289 501(C)(3) 22675 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PHILADELPHIA VIP INC 1500 WALNUT STREET SUITE 400 PHILADELPHIA PA 19102 232210390 501(C)(3) 5250 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASURE COAST 2300 NORTH FLORIDA MANGO ROAD WEST PALM BEACH FL 33409 591391115 501(C)(3) 5250 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS POLITZ HEBREW ACADEMY OF PHILADELPHIA 9225 OLD BUSTLETON AVENUE PHILADELPHIA PA 19115 222436383 501(C)(3) 217941 GENERAL AND/OR PROGRAM SUPPORT PRESERVATION FOUNDATION OF PALM BEACH 311 PERUVIAN AVENUE PALM BEACH FL 33480 591989832 501(C)(3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS RAYMOND AND RUTH PERELMAN JEWISH DAY SCHOOL 49 HAVERFORD ROAD WYNNEWOOD PA 190963628 231496890 501(C)(3) 1665697 GENERAL AND/OR PROGRAM SUPPORT RAYMOND AND RUTH PERELMAN JEWISH DAY SCHOOL 49 HAVERFORD ROAD WYNNEWOOD PA 190963628 231496890 501(C)(3) 43363 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS RECONSTRUCTIONIST RABBINICAL COLLEGE 1299 CHURCH ROAD WYNCOTE PA 19095 231710675 501(C)(3) 52117 GENERAL AND/OR PROGRAM SUPPORT RECONSTRUCTIONIST RABBINICAL COLLEGE 1299 CHURCH ROAD WYNCOTE PA 19095 231710675 501(C)(3) 700 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS RESOURCES FOR HUMAN DEVELOPMENT-WMF WOMENS MEDICAL FUND PO BOX 40748 PHILADELPHIA PA 19107 231727133 501(C)(3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS RODEPH SHALOM CONGREGATION 615 NORTH BROAD STREET PHILADELPHIA PA 191232495 231365228 501(C)(3) 1469 GENERAL AND/OR PROGRAM SUPPORT RODEPH SHALOM CONGREGATION 615 NORTH BROAD STREET PHILADELPHIA PA 191232495 231365228 501(C)(3) 47440 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS SHALOM INSTITUTE CAMP AND CONFERENCE CENTER 34342 MULHOLLAND HWY MALIBU CA 90265 841652923 501(C)(3) 45000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS SHIPLEY SCHOOL 814 YARROW ST BRYN MAWR PA 19010 231352677 501(C)(3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS SOCIETY OF THE FOUR ARTS 2 FOUR ARTS PLAZA PALM BEACH FL 33480 590454318 501(C)(3) 20000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS SOLOMON R GUGGENHEIM FOUNDATION 1071 FIFTH AVENUE NEW YORK NY 10128 135562233 501(C)(3) 10000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS SOUTHAMPTON HOSPITAL FOUNDATION INC 240 MEETING HOUSE LN SOUTHAMPTON NY 119685009 113466516 501(C)(3) 7500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS SOUTHERN POVERTY LAW CENTER INC 400 WASHINGTON AVE MONTGOMERY AL 36104 630598743 501(C)(3) 9150 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS ST LUKE'S HOSPITAL 801 OSTRUM STREET BETHLEHEM PA 18015 231352213 501(C)(3) 7000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS STEPHEN S WISE TEMPLE 15500 STEPHEN S WISE DRIVE LOS ANGELES CA 90077 956087552 501(C)(3) 15000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS TEMPLE ADATH ISRAEL 250 NORTH HIGHLAND AVENUE MERION STATION PA 19066 231431499 501(C)(3) 38620 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS TEMPLE BETH HILLEL BETH EL 1001 REMINGTON ROAD WYNNEWOOD PA 19096 043683148 501(C)(3) 41675 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS TEMPLE EMANU-EL OF PALM BEACH 190 N COUNTY RD PALM BEACH FL 33480 591027143 501(C)(3) 7700 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS TEMPLE SINAI 1401 NORTH LIMEKILN PIKE DRESHER PA 19025 231413673 501(C)(3) 78821 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS TERRI LYNNE LOKOFF CHILD CARE FOUNDATION 100 ROSS ROAD SUITE 160 KING OF PRUSSIA PA 19406 222804790 501(C)(3) 9560 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE AMERICAN SOCIETY FOR THE PROTECTION OF NATURE IN ISRAEL 28 ARRANDALE AVENUE GREAT NECK NY 110241804 521467954 501(C)(3) 54100 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE BARNES FOUNDATION 2025 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19130 236000149 501(C)(3) 18450 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE CHEVRA INC 2002 LUDLOW STREET 3RD FLOOR PHILADELPHIA PA 19103 201261430 501(C)(3) 84500 GENERAL AND/OR PROGRAM SUPPORT THE CHEVRA INC 2002 LUDLOW STREET 3RD FLOOR PHILADELPHIA PA 19103 201261430 501(C)(3) 9000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE CHILD CENTER OF NY 60-02 QUEENS BOULEVARD WOODSIDE NY 11377 111733454 501(C)(3) 12500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION 34TH ST CIVIC CENTER BLVD PHILADELPHIA PA 19104 232237932 501(C)(3) 313 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION 34TH ST CIVIC CENTER BLVD PHILADELPHIA PA 19104 232237932 501(C)(3) 14800 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE FRIENDSHIP CIRCLE 754 SOUTH 9TH STREET PHILADELPHIA PA 19147 271039799 501(C)(3) 6527 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE FRIENDSHIP CIRCLE 754 SOUTH 9TH STREET PHILADELPHIA PA 19147 271039799 501(C)(3) 8016 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 501(C)(3) 5667192 GENERAL AND/OR PROGRAM SUPPORT THE JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 501(C)(3) 500 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE KLINE GALLAND CENTER 7500 SEWARD AVENUE S SEATTLE WA 98118 911154904 501(C)(3) 35000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE UNIVERSITY OF THE ARTS 320 SOUTH BROAD STREET PHILADELPHIA PA 19102 231639911 501(C)(3) 15250 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS THE WESTMARK SCHOOL 5461 LOUISE AVENUE ENCINO ENCINO CA 91316 954616645 501(C)(3) 35000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS TORAH ACADEMY OF GREATER PHILADELPHIA 742 ARGYLE ROAD WYNNEWOOD PA 19096 231645684 501(C)(3) 152489 GENERAL AND/OR PROGRAM SUPPORT TORAH ACADEMY OF GREATER PHILADELPHIA 742 ARGYLE ROAD WYNNEWOOD PA 19096 231645684 501(C)(3) 10850 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS TOWN OF PALM BEACH UNITED WAY INC 44 COCOANUT ROW ROOM M201 PALM BEACH FL 33480 590637885 501(C)(3) 25000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS TRIBE 12 201 S CAMAC STREET 2ND FLOOR PHILADELPHIA PA 19147 271610125 501(C)(3) 262165 GENERAL AND/OR PROGRAM SUPPORT TRIBE 12 201 S CAMAC STREET 2ND FLOOR PHILADELPHIA PA 19147 271610125 501(C)(3) 51000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA PA 19104 231352685 501(C)(3) 104925 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS TULANE UNIVERSITY 6823 ST CHARLES AVENUE NEW ORLEANS LA 70118 720423889 501(C)(3) 15100 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM 820 SECOND AVENUE 10TH FLOOR NEW YORK NY 100174504 131659707 501(C)(3) 5000 GENERAL AND/OR PROGRAM SUPPORT UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM 820 SECOND AVENUE 10TH FLOOR NEW YORK NY 100174504 131659707 501(C)(3) 41618 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS UNITED WAY OF GREATER PHILADELPHIA & SOUTHERN NEW JERSEY 1709 BENJAMIN FRANKLIN PKWY PHILADELPHIA PA 19103 231556045 501(C)(3) 23035 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS UNITED WAY OF RHODE ISLAND INC 50 VALLEY STREET PROVIDENCE RI 02909 050276059 501(C)(3) 109000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS WINSTON PREPARATORY SCHOOL 126 W 17TH ST NEW YORK NY 10011 133085860 501(C)(3) 50000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS WOLF PERFORMING ARTS CENTER PO BOX 434 NARBERTH PA 19072 203193765 501(C)(3) 10000 GENERAL AND/OR PROGRAM SUPPORT WOLF PERFORMING ARTS CENTER PO BOX 434 NARBERTH PA 19072 203193765 501(C)(3) 1000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS YESHIVAT CHOVEVEI TORAH RABBINICAL SCHOOL LTD 3700 HENRY HUDSON PKWY 2ND FLOOR RIVERDALE NY 10463 134159739 501(C)(3) 8000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS YESHIVAT MAHARAT 3700 HENRY HUDSON PARKWAY BRONX NY 10463 010954142 501(C)(3) 25000 GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS 234 SCHOLARSHIP 37 188192 PART I, LINE 2: PROGRAM ALLOCATIONS GRANT MAKING AND MONITORING POLICIES & PROCEDURES: GRANTS SHALL BE CONSISTENT WITH THE GENERAL PURPOSES OF THE JEWISH FEDERATION. GRANTS ARE TO BE MADE PRIMARILY, BUT NOT EXCLUSIVELY, TO JEWISH ORGANIZATIONS IN THE GREATER PHILADELPHIA AREA AND AROUND THE WORLD. GRANTS SHALL BE USED FOR ONE OF THE FOLLOWING PURPOSES: - TO FUND PROGRAMS ALIGNED WITH THE PRIORITIES OF THE JEWISH FEDERATION, AS DETERMINED BY THE BOARD OF DIRECTORS AND THE VARIOUS FUNDING COMMITTEES OF THE JEWISH FEDERATION. - TO PROVIDE "SEED MONEY" FOR START-UP COSTS FOR NEW OR INNOVATIVE PROJECTS, SCHOLARSHIP/FINANCIAL AID, TRAINING OPPORTUNITIES, AND ONE-TIME SPECIAL PROJECTS. THE FOCUS WILL BE PRIMARILY ON THE SOCIAL, WELFARE, HEALTH, EDUCATION, COMMUNITY RELATIONS, AND CULTURAL FIELDS WITHIN THE PHILADELPHIA JEWISH AND GENERAL COMMUNITY. - TO RESPOND TO LOCAL, NATIONAL AND INTERNATIONAL EMERGENCY NEEDS. LIMITATIONS: - GRANTS ARE GENERALLY NOT AVAILABLE FOR OPERATING PURPOSES OR ADDITIONS TO OTHER ENDOWMENT FUNDS. - ALL GRANTS MUST BE CONSISTENT WITH THE PURPOSES OF THE JEWISH FEDERATION, MUST NOT BE PROHIBITED BY ANY LIMITATION ON THE ABILITY OF THE JEWISH FEDERATION TO DISBURSE FUNDS AND MUST COMPLY WITH ANY RESTRICTIONS OR LIMITATIONS WHICH ARE OR MAY BE ADOPTED BY THE BOARD OF DIRECTORS OF THE JEWISH FEDERATION. THE REQUESTING GRANTEE MUST DEMONSTRATE ITS FUNDING EXPECTATIONS, CAPABILITIES AND INTENTIONS FOR THE CONTINUITY OF PROGRAMS/INITIATIVES THAT ARE PROPOSED TO EXIST BEYOND THE PERIOD(S) APPROVED THROUGH THIS GRANTS PROCESS. - IT IS EXPECTED THAT ORGANIZATIONS SEEKING GRANTS SHALL SHARE IN FINANCING SUCH PROJECTS/INITIATIVES. OTHER SOURCES OF FUNDING FOR A GRANTEE'S GRANT REQUEST ARE TO BE CONSIDERED DURING THE GRANTS REVIEW PROCESS. - GRANTS SHALL GENERALLY BE A SOURCE OF ORIGINAL SUPPORT FOR PROJECTS AND NOT A REPLACEMENT OF OTHER SOURCES OF SUPPORT. - IF ANY ORGANIZATION DOES NOT BEGIN THE FUNDED PROJECT/INITIATIVE WITHIN AN INDICATED TIME PERIOD OF RECEIVING THE GRANT APPROVAL, THE FUNDING FOR THE GRANT WILL AUTOMATICALLY BE REVOKED, UNLESS THERE IS PRIOR CONSULTATION BETWEEN THE GRANTEE AND THE JEWISH FEDERATION. - THE JEWISH FEDERATION MAY IMPOSE CONDITIONS, AS IT DEEMS APPROPRIATE ON THE GRANTING OF FUNDS TO ANY GRANTEE. GRANT PROCESS: IN GENERAL, AN ANNUAL REQUEST FOR PROPOSALS WILL BE MADE IN ALIGNMENT WITH THE TOP PRIORITIES OF THE JEWISH FEDERATION, AS DETERMINED BY THE BOARD OF DIRECTORS AND THE VARIOUS FUNDING COMMITTEES OF THE JEWISH FEDERATION. THE REQUEST FOR PROPOSALS WILL INCLUDE GOALS, MEASURABLE OUTCOMES AND TARGET POPULATIONS. THEY WILL BE POSTED ON THE JEWISH FEDERATION'S WEBSITE, PUBLISHED IN THE JEWISH EXPONENT AND DISTRIBUTED VIA E-MAIL TO PREVIOUS PARTNERS. JEWISH FEDERATION MAY UTILIZE A LETTER OF INTENT PROCESS IN ORDER TO PROMOTE AN EFFICIENT PROCESS FOR INQUIRING AGENCIES AND INTERNAL COMMITTEES. APPROPRIATE SUB-COMMITTEES WILL REVIEW GRANT REQUESTS AND EITHER REJECT OR RECOMMEND THEIR APPROVAL BASED ON ALIGNMENT WITH JEWISH FEDERATION PRIORITIES, PREVIOUS EVALUATION OF THE SPECIFIC PROGRAM AND/OR PREVIOUS EVALUATION OF OTHER PROGRAMS AT THE APPLICANT AGENCY. FUNDING RECOMMENDATIONS ARE FURTHER REVIEWED AND PRIORITIZED BY THE CENTER BOARDS AND THE POLICY, STRATEGY & FUNDING (PSF) COMMITTEE. THE PSF COMMITTEE PROVIDES A FINAL RECOMMENDATION TO THE BOARD OF DIRECTORS AND THE BOARD OF TRUSTEES. AFTER BOARD ACTION ON THE PSF COMMITTEE RECOMMENDATION, APPLICANTS SHALL BE NOTIFIED PROMPTLY OF THE DECISION REGARDING THEIR APPLICATION. THE BOARD CAN APPROVE A POOL OF FUNDS AS DISCRETIONARY FUNDS FOR EMERGENCY AND OTHER REQUESTS FROM ORGANIZATIONS DUE TO UNFORESEEN CIRCUMSTANCES THAT ARISE DURING THE FUNDING PERIOD. THE APPROVAL FOR USING THESE FUNDS IS UNDER THE DIRECTION OF THE PSF COMMITTEE. PAYOUT SCHEDULE: A PAYMENT SCHEDULE WILL BE SPECIFIED IN A FORMAL GRANT AGREEMENT. CONSULTATION WITH JEWISH FEDERATION IS REQUIRED PRIOR TO ANY USE OF THESE FUNDS IN A MANNER OTHER THAN AS APPROVED. UNUSED FUNDS MUST BE RETURNED TO THE JEWISH FEDERATION. PROGRAM EVALUATION: PROPOSALS MUST GENERALLY INCORPORATE A METHOD OF EVALUATION TO DETERMINE THE EFFECTIVENESS OF THE PROPOSED PROGRAM AGAINST THE MEASURABLE OBJECTIVES STATED IN THE REQUEST FOR PROPOSALS. IF REQUIRED, ORGANIZATIONS SHOULD DESIGNATE A PROJECT DIRECTOR AND/OR AN OVERSIGHT COMMITTEE TO MONITOR THE OBJECTIVES AND GOALS OF THE PROGRAM. DEADLINES: GRANT PROPOSALS MUST BE SUBMITTED IN ACCORDANCE WITH THE ANNUAL SCHEDULE. THE JEWISH FEDERATION IS NOT BOUND TO APPROVE AN APPLICATION NOR DOES IT ASSUME ANY OBLIGATION TO AN APPLICANT BECAUSE OF MEETING SCHEDULE CHANGES. MONITORING - INTERIM/FINAL REPORTS: EVALUATION AND PERIODIC PROGRESS REPORTS ARE REQUIRED FOR ALL GRANTS IN ORDER TO ENSURE THAT SUCH GRANTS ARE USED FOR THE PROPER PURPOSES AND TO MEASURE IMPACT OF THOSE EFFORTS. CONTINUED FUNDING IS CONTINGENT UPON SATISFACTORY PROGRESS IN ACHIEVING THE PROJECT GOALS. UPON COMPLETION OF ALL FUNDED PROJECTS, A FINAL REPORT MUST BE SUBMITTED INDICATING BOTH THE USE OF THE FUNDS AND THE PROGRAM RESULTS. REPORTS ARE REVIEWED BY JEWISH FEDERATION STAFF, CENTER BOARDS AND PSF IN ORDER TO HELP DETERMINE FUTURE FUNDING DECISIONS. PART 1, LINE 2 (CON'T): ENDOWMENT FUNDS GRANTMAKING & MONITORING POLICIES AND PROCEDURES: THE JEWISH FEDERATION OWNS, IS AFFILIATED WITH, OR IS FIDUCIARY OF A WIDE ARRAY OF ENDOWMENT RELATED FUNDS, TRUSTS, ARRANGEMENTS AND ENTITIES ("ENDOWMENTS" HEREIN). THE PURPOSE OF JEWISH FEDERATION'S ENDOWMENT FUNDS ARE: 1. TO PROVIDE FOR EXPANDING NEEDS AND EMERGENCIES IN THE JEWISH COMMUNITY; 2. TO ASSURE THE CONTINUITY OF JEWISH FEDERATION'S PHILANTHROPIC MISSION; AND 3. TO PROVIDE FINANCIAL SECURITY AND STABILITY FOR JEWISH FEDERATION'S FUTURE ACCORDING TO NATIONALLY ACCEPTED ENDOWMENT PRINCIPLES CONCERNING GROWTH, SPENDING, AND MANAGEMENT. IN ORDER TO ADMINISTER A PROGRAM TO RAISE AND MANAGE ENDOWMENTS FOR JEWISH FEDERATION AND SUPERVISE DISTRIBUTIONS THEREFROM, JEWISH FEDERATION ESTABLISHED THE JEWISH FEDERATION ENDOWMENTS CORPORATION ("FEC" HEREIN). FEC WILL OVERSEE JEWISH FEDERATION'S ENDOWMENT ASSETS AS HEREIN DEFINED AND WILL NOT MANAGE OR DISTRIBUTE ANY FUNDS OF ITS OWN, OR OF ANY OTHER ENTITY OR PERSON, UNLESS EXPRESSLY APPROVED BY THE BOARD OF DIRECTORS OF FEC OR BY THE BOARD OF TRUSTEES OF JEWISH FEDERATION. CATEGORIES OF THE ENDOWMENTS A. UNRESTRICTED ENDOWMENT THE TERM UNRESTRICTED ENDOWMENT EMBRACES VARIOUS ENDOWMENT FUNDS, GIVEN TO JEWISH FEDERATION FROM TIME TO TIME FOR THE GENERAL UNRESTRICTED PURPOSES OF JEWISH FEDERATION. A PERCENTAGE OF SUCH FUNDS IS ANNUALLY AVAILABLE FOR DISTRIBUTION FOR THE GENERAL PURPOSES OF JEWISH FEDERATION, AS AUTHORIZED BY JEWISH FEDERATION'S BOARD OF TRUSTEES. IT IS INTENDED THAT THE UNRESTRICTED ENDOWMENT CONTINUE TO GROW AND THAT THE AVAILABLE AUTHORIZED PERCENTAGE BE EXCEEDED ONLY AS APPROVED BY THE BOARD OF DIRECTORS. THESE FUNDS DO NOT INCLUDE FUNDS RESTRICTED BY WILL, DONOR OR A COURT AS TO USE OF PRINCIPAL AND/OR INCOME FOR ANY SPECIFIC PURPOSE. THE UNRESTRICTED ENDOWMENT ALSO DOES NOT INCLUDE PHILANTHROPIC FUNDS, RESTRICTED ENDOWMENT FUNDS, TRUSTS OR SUPPORTING FOUNDATIONS. ADMINISTRATION OF THE UNRESTRICTED ENDOWMENT IS GOVERNED BY THESE POLICIES AND UNLESS APPROVED BY THE BOARD OF TRUSTEES OF JEWISH FEDERATION, ALL UNRESTRICTED ENDOWMENT FUNDS SHALL BE INVESTED ACCORDING TO POLICIES ESTABLISHED BY THE INVESTMENT COMMITTEE. B. RESTRICTED ENDOWMENT THE TERM RESTRICTED ENDOWMENT EMBRACES FUNDS GIVEN TO JEWISH FEDERATION, RESTRICTED AS TO THE USE OF INCOME AND PRINCIPAL FOR A DEFINED PURPOSE, OR SPECIAL PURPOSE FUNDS. THE RESTRICTED ENDOWMENT INCLUDES FUNDS RESTRICTED BY WILL, DONOR OR COURT ORDER. ADMINISTRATION OF THE RESTRICTED ENDOWMENT IS GOVERNED BY THESE POLICIES AND, UNLESS APPROVED BY THE BOARD OF TRUSTEES OF JEWISH FEDERATION, ALL RESTRICTED ENDOWMENT FUNDS SHALL BE INVESTED ACCORDING TO POLICIES ESTABLISHED BY THE INVESTMENT COMMITTEE. MONITORING PROCEDURES FOR DOMESTIC GRANTS FROM ENDOWMENT FUNDS 1. UPON RECEIPT OF A RECOMMENDATION FOR A GRANT FROM AN ENDOWMENT FUND FOR GRANTS TO A US ORGANIZATION, JEWISH FEDERATION CONDUCTS A PRE-GRANT REVIEW TO DETERMINE WHETHER THE FUNDS WILL BE USED FOR CHARITABLE PURPOSES AND WHETHER THE ORGANIZATION IS A QUALIFIED PUBLIC CHARITY UNDER IRS GUIDELINES. 2. IF JEWISH FEDERATION DETERMINES THAT THE FUNDS WILL BE USED FOR CHARITABLE PURPOSES AND THAT THE ORGANIZATION IS A QUALIFIED PUBLIC CHARITY UNDER IRS GUIDELINES, THE GRANT IS APPROVED. 3. IF JEWISH FEDERATION DETERMINES THAT THE FUNDS WILL BE USED FOR OTHER THAN CHARITABLE PURPOSES OR THAT THE ORGANIZATION IS NOT A QUALIFIED PUBLIC CHARITY UNDER IRS GUIDELINES, THE GRANT IS DECLINED AND THE DONOR IS NOTIFIED IN WRITING. PART 1, LINE 2 (CON'T): DONOR ADVISED FUNDS GRANTMAKING AND MONITORING POLICIES AND PROCEDURES JEWISH FEDERATION MAINTAINS APPROXIMATELY 250 DONOR-ADVISED "PHILANTHROPIC FUNDS". SUCH FUNDS MAY BE ESTABLISHED BY A MINIMUM GIFT TO THE JEWISH FEDERATION OF $5,000. A SEPARATE FUND BEARING THE DONOR'S NAME (OR ANOTHER NAME CHOSEN BY THE DONOR) IS CREATED AND THE GIFT IS INVESTED. A. JEWISH FEDERATION'S PHILANTHROPIC FUND PROGRAM IS GOVERNED BY JEWISH FEDERATION OF GREATER PHILADELPHIA "PHILANTHROPIC FUND PROCEDURES AND OPERATION GUIDELINES" DETAILED BELOW. B. PHILANTHROPIC FUNDS ARE ESTABLISHED BY A WRITTEN AGREEMENT BETWEEN JEWISH FEDERATION AND THE DONOR. C. UPON THE ESTABLISHMENT OF THE NEW FUND, THE DONOR RECEIVES A "NEW FUND PACKAGE", WHICH INCLUDES A COVER LETTER, COPIES OF JEWISH FEDERATION'S PHILANTHROPIC FUND PROGRAM GUIDE, AND AN INVESTMENT MODEL SELECTION FORM. D. THERE ARE SIX DIFFERENT INVESTMENT MODELS AND THE DONOR CAN CHOOSE TO INVEST IN ONE OR ALL SIX IN WHATEVER PERCENTAGES THEY PREFER. E. TO RECOMMEND A GRANT FROM A PHILANTHROPIC FUND, A DONOR MUST SUBMIT A WRITTEN, SIGNED, RECOMMENDATION FORM OR SUBMIT THE RECOMMENDATION THROUGH A SECURE WEB PLATFORM USING UNIQUE LOGIN AND PASSWORD CREDENTIALS. THE DONOR MUST CONFIRM THAT THE DISTRIBUTION WOULD NOT SATISFY A LEGAL OBLIGATION OF THE DONOR AND THE DONOR'S WAIVER OF ALL BENEFITS IN CONNECTION WITH THE GRANT. F. UPON RECEIPT OF THE GRANT RECOMMENDATION, VETTING AND DUE DILIGENCE IS PERFORMED FOR THE RECOMMENDED GRANTEE TO CONFIRM ITS STATUS AS A PUBLIC CHARITY ACCORDING TO IRS GUIDELINES. IF A PROPOSED GRANTEE IS NOT A PUBLIC CHARITY PER IRS GUIDELINES OR THE FUNDS WILL NOT BE USED FOR THE CHARITABLE PURPOSES OF JEWISH FEDERATION, THE GRANT IS NOT MADE. THE DONOR IS NOTIFIED BY LETTER AND COPIES OF SUCH LETTERS ARE KEPT ON FILE. IF THE PROPOSED GRANT IS TO A FOREIGN ORGANIZATION THAT DOES NOT MAINTAIN AN "AMERICAN FRIENDS" OFFICE WITH 501(C)(3) STATUS, THE GENERAL MONITORING PROCESS FOR FOREIGN GRANTS IS FOLLOWED. G. CHECKS ARE DISTRIBUTED DIRECTLY TO THE CHARITIES WITH A TRANSMITTAL LETTER. THE CHARITY IS NOTIFIED VIA THE TRANSMITTAL LETTER THAT IN CASHING THE CHECK, THE CHARITY ACKNOWLEDGES NO TICKETS OR BENEFITS INURED TO THE DONOR; NOR IS THE GIFT IN SATISFACTION OF A PLEDGE. H. DONORS RECEIVE QUARTERLY STATEMENTS FOR THE PHILANTHROPIC FUND AND MAY ALSO CHECK FUND BALANCES AND ACTIVITY DAILY VIA THE WEBSITE. I. GRANTS FROM PHILANTHROPIC FUNDS TO INDIVIDUALS ARE NOT PERMITTED, EXCEPT FOR SCHOLARSHIPS AND OTHER AWARDS AS PERMITTED IN ACCORDANCE WITH INTERNAL REVENUE CODE. JEWISH FEDERATION'S SCHOLARSHIP FUND GUIDELINES AND PROCEDURES LISTED BELOW SHALL GOVERN ANY SUCH AWARDS FROM AN ENDOWMENT FUND THAT COULD REASONABLY BE CONSIDERED TO BE DONOR-ADVISED. PART 1, LINE 2 (CON'T): SCHOLARSHIP FUND GUIDELINES AND PROCEDURES THE JEWISH FEDERATION THROUGH THE FEDERATION ENDOWMENTS CORPORATION ("FEC") MAY, IN ITS DISCRETION, ADMINISTER ENDOWMENT FUNDS WHICH AWARD SCHOLARSHIP AND OTHER GRANTS TO INDIVIDUALS. SUCH GRANTS WILL BE PAID EITHER TO THE INDIVIDUAL DIRECTLY OR TO A QUALIFIED EDUCATIONAL INSTITUTION ON THE INDIVIDUAL'S BEHALF. IN CASES WHERE THE DONORS OR THEIR DESIGNEES (INDIVIDUALS WITH WHOM THE DONOR HAS HAD A FAMILY OR EMPLOYMENT RELATIONSHIP, INCLUDING ATTORNEYS) MAY MAKE RECOMMENDATIONS AS TO THE RECIPIENTS OF THE SCHOLARSHIP GRANTS, THROUGH INVOLVEMENT ON THE SCHOLARSHIP SELECTION ADVISORY COMMITTEE, FOR EXAMPLE, SUCH THAT THE FUND WOULD REASONABLY BE CONSIDERED TO BE A DONOR-ADVISED FUND UNDER FEDERAL LAW, THE FOLLOWING GUIDELINES AND PROCEDURES SHALL APPLY: A. SCHOLARSHIP SELECTION ADVISORY COMMITTEE GUIDELINES. 1. JEWISH FEDERATION WILL FORM A SCHOLARSHIP SELECTION ADVISORY COMMITTEE ("ADVISORY COMMITTEE") FOR FUNDS IN WHICH THE DONOR OR DONOR DESIGNEE WISHES TO PLAY A PART IN THE SELECTION OF THE SCHOLARSHIP RECIPIENTS. JEWISH FEDERATION SHALL APPOINT ALL MEMBERS OF THE ADVISORY COMMITTEE. JEWISH FEDERATION SHALL REVIEW AND APPROVE ANNUALLY THE MEMBERS OF SUCH ADVISORY COMMITTEE. THE DONOR OR DONOR DESIGNEE MAY SUGGEST MEMBERS OF THE COMMITTEE; HOWEVER, JEWISH FEDERATION SHALL HAVE ULTIMATE APPROVAL AUTHORITY OVER THE MEMBERS OF THE ADVISORY COMMITTEE. 2. THE ADVISORY COMMITTEE'S PURPOSE WILL BE TO MAKE INITIAL SCHOLARSHIP AWARD RECOMMENDATIONS. JEWISH FEDERATION MAY APPOINT A JEWISH FEDERATION REPRESENTATIVE TO SUCH ADVISORY COMMITTEE. THE DONOR OR DONOR-DESIGNEE MAY SIT ON THE ADVISORY COMMITTEE, BUT MAY NOT MAKE UP THE MAJORITY OF THE COMMITTEE. JEWISH FEDERATION SHALL HAVE ULTIMATE APPROVAL AUTHORITY OVER FINAL SCHOLARSHIP AWARD RECIPIENTS. 3. MEMBERS OF THE ADVISORY COMMITTEE WILL BE ASKED TO SUBMIT THEIR QUALIFICATIONS FOR SERVING AND TO DISCLOSE ANY FAMILY OR EMPLOYMENT RELATIONSHIP THEY HAVE WITH THE DONOR OR OTHER COMMITTEE MEMBERS SO THAT JEWISH FEDERATION CAN DETERMINE THAT THE DONOR DOES NOT CONTROL THE COMMITTEE. B. PROCEDURES FOR AWARDS 1. THE GRANTS MADE BY THE ADVISORY COMMITTEE SHALL BE LIMITED TO THE FOLLOWING PURPOSES, IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 4945(G): I. SCHOLARSHIPS AND FELLOWSHIPS THAT PAY FOR TUITION, BOOKS, ROOM, BOARD AND OTHER EXPENSES. II. PRIZES OR AWARDS MADE PRIMARILY IN RECOGNITION OF RELIGIOUS, CHARITABLE, SCIENTIFIC, EDUCATIONAL, ARTISTIC, LITERARY OR CIVIC ACHIEVEMENT. III. GRANTS TO ACHIEVE A SPECIFIC OBJECTIVE, PRODUCE A REPORT OR OTHER SIMILAR PRODUCT, OR IMPROVE OR ENHANCE A LITERARY, ARTISTIC, MUSICAL, SCIENTIFIC OR OTHER SIMILAR CAPACITY, SKILL OR TALENT OF THE GRANTEE. 2. APPLICATIONS AND SELECTION CRITERIA I. TYPICALLY APPLICANTS SHALL BE SOLICITED THROUGHOUT THE GREATER PHILADELPHIA AREA. APPLICATION FORMS SHALL BE DISTRIBUTED BY COUNSELORS AND OTHER ADMINISTRATORS AT LOCAL EDUCATIONAL INSTITUTIONS OR DOWNLOADED FROM THE JEWISH FEDERATION WEBSITE, OR AS SPECIFIED BY A SCHOLARSHIP FUND'S PROGRAM CRITERIA, AS APPROVED BY JEWISH FEDERATION. II. ALL SCHOLARSHIP APPLICANTS SHALL SUBMIT AN APPLICATION WHICH SHALL TYPICALLY INCLUDE THE FOLLOWING INFORMATION: BIOGRAPHICAL INFORMATION, INFORMATION DEMONSTRATING FINANCIAL NEED, INFORMATION REGARDING GRADES, ACTIVITIES AND/OR PUBLIC SERVICE, AND LETTER OF RECOMMENDATION. III. THE ADVISORY COMMITTEE SHALL RECOMMEND AWARDS TO APPLICANTS BASED ON CRITERIA WHICH ARE REASONABLY RELATED TO THE CHARITABLE PURPOSES OF THE SCHOLARSHIP FUND, INCLUDING, BUT NOT LIMITED TO THE FOLLOWING: PRIOR ACADEMIC PERFORMANCE, LETTERS OF RECOMMENDATION, FINANCIAL NEED AND CONCLUSIONS THAT THE SELECTION COMMITTEE MIGHT DRAW FROM AN INTERVIEW AS TO THE INDIVIDUAL'S MOTIVATION, CHARACTER, ABILITY AND POTENTIAL. IV. SCHOLARSHIPS MAY BENEFIT MEMBERS OF SELECTED MINORITIES OR MAY BE LIMITED TO A CERTAIN AGE GROUP OR GENDER. FROM THE CHARITABLE CLASS OF INDIVIDUALS THAT COULD MEET THE ESTABLISHED SCHOLARSHIP CRITERIA, ALL SCHOLARSHIPS SHALL BE AWARDED ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 4945 AND TREASURY REGULATIONS SECTION 53.4945-4(B) (2). V. FAMILY MEMBERS OF PAST OR PRESENT DIRECTORS AND/OR EMPLOYEES OF THE JEWISH FEDERATION OR ANY MEMBER OF THE ADVISORY COMMITTEE SHALL NOT BE ELIGIBLE TO RECEIVE SCHOLARSHIP GRANTS, NOR SHALL ANY PERSON WHO IS A "DISQUALIFIED PERSON" WITH RESPECT TO THE JEWISH FEDERATION WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 4946(A). TYPICALLY, NO EMPLOYEE OR FAMILY MEMBER OF A DONOR, DONOR-DESIGNEE, OR A MEMBER OF THE ADVISORY COMMITTEE IS ELIGIBLE TO RECEIVE SCHOLARSHIP GRANTS. 3. NOTIFICATION OF RECIPIENTS I. JEWISH FEDERATION SHALL PROVIDE EACH SCHOLARSHIP RECIPIENT WITH A LETTER NOTIFYING HIM OR HER OF THE GRANT, AND SPECIFYING THAT ALL AMOUNTS MUST BE USED EXCLUSIVELY FOR TUITION AT POST-SECONDARY OR FORMAL AND INFORMAL EDUCATIONAL INSTITUTIONS THAT NORMALLY MAINTAIN A REGULAR FACULTY AND CURRICULUM, AND FOR FEES, BOOKS, SUPPLIES AND EQUIPMENT REQUIRED FOR COURSES AND SUCH INSTITUTIONS, OR FOR ROOM AND BOARD EXPENSES. THE LETTER SHALL INFORM THE STUDENT THAT NO FUNDS MAY BE DISBURSED UNTIL JEWISH FEDERATION RECEIVES CONFIRMATION THAT THE STUDENT IS ENROLLED IN THE EDUCATIONAL INSTITUTION FOR THE CURRENT ACADEMIC SCHOOL YEAR. THE LETTER SHALL ALSO DESCRIBE THE REPORTING REQUIREMENTS SET OUT BELOW AND SHALL SPECIFY THE DATE BY WHICH THE RECIPIENT MUST COMPLY WITH THE REPORTING REQUIREMENTS EACH YEAR. THE RECIPIENT SHALL BE REQUIRED TO SIGN AND RETURN A COPY OF THE LETTER INDICATING HIS OR HER ACCEPTANCE OF THE SCHOLARSHIP. II. FOR GRANTS OF INTEREST-FREE LOANS, THE LETTER WILL ALSO INCLUDE A PROMISSORY NOTE OBLIGATING THE RECIPIENT TO REPAY THE LOAN WITHIN OR BEGINNING AT A STATED TIME. LOANS WILL BE DISBURSED ONLY AFTER RECEIPT OF THE CONFIRMATION LETTER FROM THE SCHOOL AND THE SIGNED PROMISSORY NOTE. C. SUPERVISION OVER GRANTS 1. JEWISH FEDERATION SHALL REQUIRE EACH SCHOLARSHIP RECIPIENT ENROLLED IN COURSES TO PROVIDE ANNUALLY A TRANSCRIPT INDICATING THE RECIPIENT'S COURSES TAKEN, AND GRADES RECEIVED IN EACH ACADEMIC PERIOD COVERED BY THE GRANT. THE TRANSCRIPT MUST BE VERIFIED BY THE EDUCATIONAL INSTITUTION THAT THE RECIPIENT IS ATTENDING. 2. IF THE RECIPIENT IS NOT TAKING COURSES, BUT IS INSTEAD INVOLVED IN THE PREPARATION OF RESEARCH PAPERS OR PROJECTS, THE RECIPIENT SHALL HAVE THE EDUCATIONAL INSTITUTION PREPARE A BRIEF REPORT TO JEWISH FEDERATION AT LEAST ONCE A YEAR ON THE PROGRESS OF THE RECIPIENT'S PAPER OR PROJECT, WHICH REPORT SHALL BE APPROVED BY THE FACULTY MEMBER SUPERVISING THE RECIPIENTS' WORK OR ANOTHER APPROPRIATE UNIVERSITY OFFICIAL. UPON COMPLETION OF THE UNDERTAKING FOR WHICH THE GRANT WAS MADE, THE GRANTEE SHOULD SUBMIT A FINAL REPORT OR OTHER VERIFICATION DESCRIBING THE GRANTEE'S ACCOMPLISHMENTS WITH THE GRANT AND ACCOUNTING FOR THE FUNDS RECEIVED UNDER THE GRANT. 3. IF THE STUDENT WITHDRAWS FROM SCHOOL AND WILL NOT BE ATTENDING ANOTHER INSTITUTION WITHIN THE SAME ACADEMIC YEAR, THE RESIDUAL SCHOLARSHIP FUNDS, IF ANY, SHALL BE RETURNED TO JEWISH FEDERATION. D. RECORD KEEPING - JEWISH FEDERATION SHALL KEEP RECORDS, WHICH SHALL INCLUDE: 1. ALL INFORMATION THAT JEWISH FEDERATION SECURES TO EVALUATE THE QUALIFICATIONS OF POTENTIAL SCHOLARSHIP RECIPIENTS; 2. THE NAME, ADDRESS, AND OTHER CONTACT OR IDENTIFYING INFORMATION FOR EACH SCHOLARSHIP RECIPIENT; 3. ANY INFORMATION ON RELATIONSHIPS THAT WOULD CAUSE THE SCHOLARSHIP RECIPIENT TO BE A DISQUALIFIED PERSON WITH RESPECT TO JEWISH FEDERATION WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 4946(A); 4. THE AMOUNT AND PURPOSES OF EACH SCHOLARSHIP; 5. A COPY OF THE LETTER NOTIFYING THE RECIPIENT OF THE SCHOLARSHIP GRANT; AND 6. THE FOLLOW-UP INFORMATION OBTAINED UNDER SECTION C, ABOVE. PART 1, LINE 2 (CON'T): E. INVESTIGATION AND ENFORCEMENT PROCEDURES IF A GRANT RECIPIENT FAILS TO SUBMIT TRANSCRIPTS AND REPORTS AS PROVIDED IN SECTION C, ABOVE, AFTER A REASONABLE TIME HAS ELAPSED FROM THEIR DUE DATE, JEWISH FEDERATION SHALL INITIATE AN INVESTIGATION. JEWISH FEDERATION SHALL WITHHOLD ANY FURTHER PAYMENTS TO THE EXTENT POSSIBLE UNTIL IT HAS DETERMINED THAT NO PART OF THE SCHOLARSHIP HAS BEEN USED FOR IMPROPER PURPOSES, UNTIL ANY DELINQUENT TRANSCRIPTS AND REPORTS HAVE BEEN SUBMITTED, AND JEWISH FEDERATION HAS RECEIVED ASSURANCES FROM THE RECIPIENT THAT FUTURE IMPROPER DIVERSIONS WILL NOT OCCUR. IN THE UNLIKELY EVENT THAT ANY INDIVIDUAL CAUSES THE MISUSE OF SCHOLARSHIP AWARD FUNDS, JEWISH FEDERATION WILL PURSUE THE FOLLOWING INVESTIGATION AND ENFORCEMENT MEASURES: 1. IF THE GRANT IS MADE DIRECTLY TO THE EDUCATIONAL INSTITUTION, JEWISH FEDERATION WILL REQUIRE THE EDUCATIONAL INSTITUTION TO RETURN ANY UNUSED FUNDS TO JEWISH FEDERATION IF THE STUDENT TRANSFERS, OR OTHERWISE CEASES TO BE ENROLLED AT THE INSTITUTION, OR IF THE FUNDS CANNOT BE USED ON BEHALF OF THE STUDENT FOR ACADEMIC PURPOSES OR FOR ROOM AND BOARD EXPENSES PAYABLE TO THE INSTITUTION. 2. IN ALL CASES, IF JEWISH FEDERATION DETERMINES THAT ANY PART OF A SCHOLARSHIP HAS BEEN USED FOR IMPROPER PURPOSES, IT SHALL TAKE ALL REASONABLE AND APPROPRIATE STEPS, INCLUDING LEGAL ACTION IF NECESSARY, TO RECOVER IMPROPERLY EXPENDED GRANT FUNDS AND TO ENSURE THAT ANY GRANT FUNDS HELD BY THE RECIPIENT WILL BE USED EXCLUSIVELY FOR THE PURPOSES OF THE SCHOLARSHIP. 3. JEWISH FEDERATION SHALL NOT MAKE ANY FUTURE SCHOLARSHIP PAYMENTS TO OR ON BEHALF OF A RECIPIENT WHO HAS IMPROPERLY DIVERTED FUNDS UNTIL IT HAS RECEIVED ANY DELINQUENT TRANSCRIPTS AND REPORTS, AND HAS RECEIVED ASSURANCES THAT FUTURE IMPROPER DIVERSIONS WILL NOT OCCUR. JEWISH FEDERATION SHALL REQUIRE THE RECIPIENT TO TAKE APPROPRIATE PRECAUTIONS TO PREVENT FUTURE DIVERSIONS. 4. IF A SCHOLARSHIP RECIPIENT HAS PREVIOUSLY DIVERTED FUNDS AND JEWISH FEDERATION DETERMINES THAT THE RECIPIENT HAS DONE SO A SECOND TIME, JEWISH FEDERATION SHALL TAKE ALL REASONABLE AND NECESSARY STEPS TO RECOVER THE DIVERTED FUNDS AND MAY AT ITS DISCRETION DISCONTINUE ALL FUTURE PAYMENTS. ALTERNATIVELY, IF THE DIVERTED FUNDS ARE IN FACT RECOVERED OR RESTORED AND JEWISH FEDERATION RECEIVES ADEQUATE ASSURANCES OF FUTURE COMPLIANCE, UPON THE RECOMMENDATION OF THE ADVISORY COMMITTEE, JEWISH FEDERATION MAY IN ITS SOLE DISCRETION MAKE FURTHER PAYMENTS IF IT DETERMINES THAT TO DO SO WOULD FURTHER ITS CHARITABLE PURPOSES. X 1 1 X X X X X X 1 1 0 0 0 0 0 0 0 ALEX STROKER TRUSTEE; BOARD OF DIR; INTERIM CEO 252928 0 30000 0 1552 0 -190 0 733 0 285023 0 0 0 JEROME NACHLIS CHIEF FINANCIAL & ADMIN OFFICER 188114 0 25000 0 552 0 6384 0 17873 0 237923 0 0 0 LENARD ZIMMERMAN CHIEF DEVELOPMENT OFFICER 211318 0 5000 0 587 0 -1801 0 12826 0 227930 0 0 0 RACHEL GROSS DIR. PLANNED GIVING & ENDOWMENT 143789 0 0 0 745 0 -4448 0 12230 0 152316 0 0 0 DUKE NAVE CONTROLLER 143735 0 0 0 0 0 3314 0 6111 0 153160 0 0 0 IRA M SCHWARTZ FORMER CEO 199907 0 0 0 386233 0 -4517 0 8505 0 590128 0 0 0 PART I, LINE 1A JEWISH FEDERATION OF GREATER PHILADELPHIA SHALL PAY ALL REASONABLE AND NECESSARY EXPENSES TO ALLOW THE CEO'S SPOUSE TO ACCOMPANY HER TO ONE CONFERENCE OR MISSION EACH YEAR, PROVIDED THAT THERE IS AN APPROPRIATE PURPOSE THEREFORE IN THE FURTHERANCE OF JEWISH FEDERATION OF GREATER PHILADELPHIA'S EXEMPT FUNCTION. PART I, LINES 4A-B 4A - IRA M. SCHWARTZ, FORMER CEO - $385,060 PAYMENT IN ACCORDANCE WITH SEPARATION AGREEMENT. 4B - IRA M. SCHWARTZ, FORMER CEO - $82,491 - JEWISH FEDERATION MAKES A DEFERRED COMPENSATION (457) PLAN AVAILABLE TO MEMBERS OF ITS EXECUTIVE MANAGEMENT TEAM. THE MOST CURRENT PROGRAM BECAME EFFECTIVE ON OCTOBER 1, 2009 AND IS MANAGED BY THE STANDARD USING THE SAME INVESTMENT PLATFORM AS OUR 403B PROGRAM. ALL CONTRIBUTIONS ARE MADE BY THE EXECUTIVE; JEWISH FEDERATION DOES NOT MAKE ANY CONTRIBUTIONS TO THE PLAN. THE FORMER CEO WAS THE ONLY EXECUTIVE WHO PARTICIPATED IN THE PLAN DURING THIS YEAR. THE BALANCE $82,491 WAS LIQUIDATED AND DISTRIBUTED TO THE FORMER CEO UPON SEPARATION. A COLORADO EDUC AND CULTURAL FACILITIES AUTHORITY 840896727 2012-09-04 27100000 SEE PART VI 0 0 0 A 210000 27100000 27100000 2010 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 1 1 DEUTSCHE BANK 5.900000000000 0 0 0 0 1 A 1 SCHEDULE K SUPPLENTAL INFORMATION PART I, LINE A, COLUMN F: TO REFUND THEN OUTSTANDING TAX EXEMPT BONDS THAT FINANCED SCHWARTZ CAMPUS CAPITAL EXPENDITURES (2008 ISSUANCE) AND ISSUANCE COSTS, DEBT REDUCTION, AND CAPITAL IMPROVEMENTS AT KLEIN JCC AND 2100 ARCH STREET (2004 ISSUANCE). RICHARD J GREEN CEO & VICE CHAIRMAN OF FIRSTRUST BANK & TRUSTEE & BOARD OF DIRECTOR OF JFGP -110146 THE NET TRANSACTION AMOUNT IS ($110,146).CONSISTING OF THE FOLLOWING:($197,300) - REPAYMENT OF LOANS($10,450,000) - PRINCIPAL PAYDOWNS OF LINE OF CREDIT$10,700,000 - ADDITIONAL BORROWINGS FROM LINE OF CREDIT($162,846) - INTEREST PAID ON LINE OF CREDIT AND LOANS 0 0 X 209 4658679 FMV X 8 33710 FMV X PROMISSORY NO 1 8436000 FMV 0 1 1 PART I, COLUMN (B): THE JEWISH FEDERATION RECOGNIZES IN COLUMN B EACH UNIQUE NON-CASH CONTRIBUTION RECEIVED FROM A DONOR. PART I, LINE 32B: THE JEWISH FEDERATION USES A THIRD PARTY IF A DONOR WISHES TO CONTRIBUTE A VEHICLE. THE THIRD PARTY PROCESSES AND SELLS THE VEHICLE THEN FORWARDS PROCEEDS TO JEWISH FEDERATION FOR APPLICATION TO THE DONOR'S ACCOUNT. THE THIRD PARTY HANDLES ALL IRS TAX SUBSTANTIATION REQUIREMENTS. FORM 990, PART I, LINE 1 AS SUCH, THE JEWISH FEDERATION ACTS AS A CONVENER, FUNDRAISER AND FUNDER FOR NUMEROUS LOCAL, NATIONAL AND OVERSEAS JEWISH PROGRAMS AND SEEKS TO PARTNER WITH COMMUNITY INSTITUTIONS TO ADDRESS CRITICAL COMMUNITY NEEDS. CONVENER: THE JEWISH FEDERATION IS UNIQUELY POSITIONED TO BRING TOGETHER HUNDREDS AND EVEN THOUSANDS OF GREATER PHILADELPHIA COMMUNITY MEMBERS TO BOTH STRENGTHEN AND CELEBRATE JEWISH LIFE. EXAMPLES INCLUDE ORGANIZING LARGE-SCALE, HANDS-ON VOLUNTEER OPPORTUNITIES; HOSTING COMMUNITY-WIDE CELEBRATORY AND FUNDRAISING EVENTS; AND GALVANIZING SPECIAL EMERGENCY EFFORTS, SUCH AS RALLIES DURING TIMES OF WAR IN ISRAEL. ADDITIONALLY, JEWISH FEDERATION CONVENES SMALLER AFFINITY GROUPS OF LIKE-MINDED COMMUNITY MEMBERS, SUCH AS WOMEN, YOUNG ADULTS AND REAL ESTATE PROFESSIONALS. FUNDRAISER: EACH YEAR THE JEWISH FEDERATION BRINGS IN TENS OF MILLIONS OF DOLLARS THROUGH ITS ANNUAL AND ENDOWMENT CAMPAIGNS. FOR THE ANNUAL CAMPAIGN, JEWISH FEDERATION STAFF AND VOLUNTEERS RAISE DOLLARS THROUGH ONE-ON-ONE MEETINGS, PHON-A-THONS, EVENTS AND MAILINGS. THESE ANNUAL CAMPAIGN DOLLARS ARE ESSENTIALLY PUT TO IMMEDIATE USE TO ADDRESS JEWISH FEDERATION'S PRIORITIES. THROUGH THE ENDOWMENT CAMPAIGN, THE FEDERATION ENDOWMENTS CORPORATION GENERATES AND DISTRIBUTES ENDOWMENTS AND PLANNED GIFTS THAT IDEALLY SECURE THE COMMUNITY'S FUTURE. THE JEWISH FEDERATION STRIVES TO MATCH DONORS' PHILANTHROPIC PASSIONS AND INTERESTS WITH THE NEEDS OF THE COMMUNITY. FUNDER: JEWISH FEDERATION'S POLICY, STRATEGY AND FUNDING COMMITTEE PARTNERS WITH JEWISH FEDERATION'S THREE CENTERS FOR EXCELLENCE -- CENTER FOR JEWISH LIFE AND LEARNING, CENTER FOR SOCIAL RESPONSIBILITY AND CENTER FOR ISRAEL AND OVERSEAS -- AND JEWISH FEDERATION'S RESEARCH AND EVALUATION DEPARTMENT TO 1) ESTABLISH THE JEWISH COMMUNITY'S MOST PRESSING NEEDS IN GREATER PHILADELPHIA, IN ISRAEL AND AROUND THE WORLD AND 2) DIRECT JEWISH FEDERATION FUNDS TO THESE NEEDS. UPON THE APPROVAL OF JEWISH FEDERATION'S BOARDS OF DIRECTORS AND TRUSTEES, THE COMMITTEE DIRECTS FUNDS TO THE PROGRAMS THAT HAVE DEMONSTRATED THEY CAN BEST-ADDRESS THE PRIORITIES. CURRENTLY THESE PRIORITIES ARE PROVIDING A SAFETY-NET FOR SENIORS, LOW-INCOME FAMILIES AND DISADVANTAGED YOUTH LOCALLY, IN ISRAEL AND WORLDWIDE; AND ENHANCING JEWISH LIFE AND LEARNING LOCALLY AND IN ISRAEL. FORM 990, PART VI, SECTION A, LINE 2 AARON, BENNETT L. / AARON, CAROL - FAMILY RELATIONSHIP BARRACK, JEFFREY / BARRACK, LEONARD / BARRACK, MICHELLE / BARRACK, LYNNE - FAMILY RELATIONSHIP BLASKEY, MARK / BLASKEY, PENNI - FAMILY RELATIONSHIP BOROWSKY, IRVIN / BOROWSKY, GWEN - FAMILY RELATIONSHIP CONSTON, SHIRLEY / CONSTON, STUART - FAMILY RELATIONSHIP ERLBAUM, GARY / ERLBAUM DANIEL - FAMILY RELATIONSHIP FEINBERG, BARRY / FEINBERG, DONNA - FAMILY RELATIONSHIP FISHMAN, ANNABELLE / FISHMAN, MARK - FAMILY RELATIONSHIP GOLD, MORRIE / GOLD, DAVID - FAMILY RELATIONSHIP LAVER, ADAM / LAVER, SARA - FAMILY RELATIONSHIP LEVIN, JONATHAN L. / LEVIN, SHARON P. - FAMILY RELATIONSHIP LEVINE, ADAM / LEVINE, JOSEPH - FAMILY RELATIONSHIP LIPTON, IRWIN / LIPTON, ADELE - FAMILY RELATIONSHIP MALMUD, JO-ANN / MALMUD, LEONARD - FAMILY RELATIONSHIP NORRY, DR. ELLIOT C. / NORRY, GAIL - FAMILY RELATIONSHIP PERILSTEIN, JAYNE / PERILSTEIN, COOKIE - FAMILY RELATIONSHIP ROSENBERG, JOYCE / ROSENBERG, PETER - FAMILY RELATIONSHIP SCHNEIROV, ALLAN / SCHNEIROV, MIRIAM - FAMILY RELATIONSHIP SCHWARTZ, JEFFREY I. / SCHWARTZ, SUSAN - FAMILY RELATIONSHIP SHAPIRO, RAYMOND / SHAPIRO, JUDIE - FAMILY RELATIONSHIP STEINBERG, S. TY / STEINBERG, MICHAEL B. - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 7B RELATIONSHIP BETWEEN THE JEWISH FEDERATION'S BOARD OF DIRECTORS AND BOARD OF TRUSTEES: THE JEWISH FEDERATION OF GREATER PHILADELPHIA IS GOVERNED BY THE BOARD OF DIRECTORS. ACCORDING TO JEWISH FEDERATION'S BY-LAWS, ARTICLE 4.01, JEWISH FEDERATION'S BOARD OF TRUSTEES HAS THE POWER TO: - APPROVE JEWISH FEDERATION'S BUDGET - APPROVE JEWISH FEDERATION'S ALLOCATIONS - ELECT OFFICERS AND TRUSTEES - RESOLVE MAJOR POLICY ISSUES REFERRED BY THE BOARD OF DIRECTORS - EXPLORE AND PROVIDE DIRECTION FOR DEALING WITH MAJOR COMMUNITY CONCERNS - APPROVE LONG RANGE PLANS FOR THE JEWISH FEDERATION - AMEND JEWISH FEDERATION'S BY-LAWS IF THE TRUSTEES DO NOT APPROVE A DECISION MADE BY THE DIRECTORS, THE ITEM GOES BACK TO THE DIRECTORS FOR FURTHER DISCUSSION AND REVISION. THE ITEM IS THEN BROUGHT BACK TO THE TRUSTEES FOR ANOTHER VOTE. THIS PROCESS CAN CONTINUE UNTIL THE MATTER HAS BEEN RESOLVED. THE BOARD OF TRUSTEES HAS UP TO 250 MEMBERS, INCLUDING ALL DIRECTORS, ALL PAST JEWISH FEDERATION CAMPAIGN CHAIRS, AND THE PRESIDENT OF EACH LOCAL BENEFICIARY AGENCY. NON-VOTING HONORARY TRUSTEES MAY PARTICIPATE IN DISCUSSION PRIOR TO A VOTE. FORM 990, PART VI, SECTION B, LINE 11 EACH YEAR THE JEWISH FEDERATION HAS VARIOUS TAX FILING REQUIREMENTS. THE TAX RETURNS ARE COMPLETED BY A TAX ACCOUNTING FIRM USING INFORMATION AUDITED BY AN INDEPENDENT AUDITING FIRM. THESE CAN BE THE SAME OR SEPARATE FIRMS AS SELECTED BY THE AUDIT COMMITTEE OF JEWISH FEDERATION. THE 990 IS PRESENTED BY THE TAX ACCOUNTING FIRM TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. AFTER THEIR REVIEW, THEY ARE PROVIDED TO THE BOARD OF DIRECTORS VIA E-MAIL OR MAIL FOR COMMENT AND THEN FILED. FORM 990, PART VI, SECTION B, LINE 12C PROCEDURE FOR REGULARLY AND CONSISTENTLY MONITORING THE ENFORCEMENT OF CONFLICT OF INTEREST POLICY: PROCEDURE FOR BOARD OF TRUSTEES AND BOARD OF DIRECTORS: 1. PRIOR TO THE FIRST BOARD OF TRUSTEES MEETING AND THE FIRST BOARD OF DIRECTORS MEETING FOR EACH FISCAL YEAR, JEWISH FEDERATION DISTRIBUTES THE STATEMENT OF ETHICAL GUIDELINES TO ALL NEW AND RENEWING BOARD MEMBERS. BOARD MEMBERS ARE ASKED TO READ THE DOCUMENT, COMPLETE AND SIGN THE CONFLICT OF INTEREST STATEMENT, AND RETURN THE COMPLETED DOCUMENT TO JEWISH FEDERATION. 2. ONE MONTH AFTER THE CONFLICT OF INTEREST STATEMENT IS MAILED TO ALL BOARD MEMBERS, THE DOCUMENT IS SENT A SECOND TIME TO ANY BOARD MEMBERS WHO DID NOT COMPLETE, SIGN AND RETURN THE CONFLICT OF INTEREST STATEMENT. 3. ALL RESPONSES ON THE CONFLICT OF INTEREST STATEMENT ARE COMPILED AND THEN REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER. A COMPREHENSIVE REPORT IS PROVIDED TO THE ETHICAL GUIDELINES AND PRACTICES COMMITTEE FOR REVIEW AND ANY REQUIRED ACTION STEPS. 4. THE SIGNED CONFLICT OF INTEREST STATEMENTS ARE KEPT ON FILE FOR A PERIOD OF 7 YEARS. PROCEDURE FOR JEWISH FEDERATION EMPLOYEES: 1. IN CONCURRENCE WITH THE BOARD OF TRUSTEES AND BOARD OF DIRECTORS, THE DIRECTOR OF HUMAN RESOURCES DISTRIBUTES THE STATEMENT OF ETHICAL GUIDELINES AND REQUESTS THAT ALL EMPLOYEES READ THE DOCUMENT AND COMPLETE AND SIGN THE CONFLICT OF INTEREST STATEMENT AND RETURN THE COMPLETED DOCUMENT TO HUMAN RESOURCES. 2. ALL JEWISH FEDERATION EMPLOYEE RESPONSES ARE REVIEWED BY THE DIRECTOR OF HUMAN RESOURCES AND THE CHIEF FINANCIAL OFFICER. A COMPREHENSIVE REPORT IS PROVIDED TO THE ETHICAL GUIDELINES AND PRACTICES COMMITTEE FOR REVIEW AND ANY REQUIRED ACTION STEPS. 3. THE SIGNED CONFLICT OF INTEREST STATEMENTS ARE KEPT ON FILE FOR A PERIOD OF 7 YEARS. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION: AS IS THE CASE WITH ALL EMPLOYEES, THE JEWISH FEDERATION IS COMMITTED TO PROVIDING MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM (CHIEF EXECUTIVE OFFICER, CHIEF DEVELOPMENT OFFICER, CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER, CHIEF PROGRAM AND STRATEGY OFFICER, AND CHIEF MARKETING OFFICER) WITH A FAIR AND REASONABLE BASE PAY OPPORTUNITY; REFLECTIVE OF EACH JOB'S VALUE TO THE ORGANIZATION AND CONSISTENT WITH PREVAILING LABOR MARKET/INDUSTRY COMPENSATION PRACTICES. PAY DECISIONS ARE MADE ON THE BASIS OF EMPLOYEES' QUALIFICATIONS AND ACTUAL PERFORMANCE. THE PROCESS FOR DETERMINING EXECUTIVE COMPENSATION INCLUDES THREE ELEMENTS: (1) USE OF DATA TO DETERMINE COMPARABLE COMPENSATION, (2) REVIEW AND APPROVAL BY THE JEWISH FEDERATION'S COMPENSATION COMMITTEE, AND (3) DOCUMENTATION AND RECORDKEEPING. 1. USE OF DATA TO DETERMINE COMPARABLE COMPENSATION: JEWISH FEDERATION WILL REVIEW CEO COMPENSATION DATA ON AN ANNUAL BASIS AND PROVIDE A SUMMARY OF THE DATA TO THE COMPENSATION COMMITTEE. CEO DATA WILL BE PROVIDED THROUGH JEWISH FEDERATIONS OF NORTH AMERICA'S ANNUAL EXECUTIVE COMPENSATION SURVEY AND OTHER SIMILARLY SITUATED ORGANIZATIONS. DATA FOR OTHER EXECUTIVE POSITIONS WILL BE COLLATED BY AN INDEPENDENT CONSULTANT AT LEAST EVERY TWO YEARS. 2. REVIEW AND APPROVAL OF EXECUTIVE COMPENSATION: A) CEO: THE COMPENSATION COMMITTEE WILL DISCUSS, NO LATER THAN AUGUST, UNLESS EMPLOYEE CONTRACT STATES OTHERWISE, THE PRESIDENT'S RECOMMENDATION REGARDING THE CEO'S SALARY AND BONUS. THE COMMITTEE WILL BE PROVIDED WITH COMPARABLE DATA PRIOR TO APPROVING ANY RECOMMENDATIONS. AT THE TIME OF THE DISCUSSION AND DECISION CONCERNING THE CEO'S COMPENSATION, THE CEO SHOULD NOT BE PRESENT. AT ALL TIMES COMMITTEE MEMBERS MUST DISCLOSE ANY CONFLICTS OF INTEREST. B) OTHER EXECUTIVES: THE COMPENSATION COMMITTEE WILL ALSO DISCUSS, NO LATER THAN AUGUST, THE CEO'S RECOMMENDATIONS FOR EXECUTIVE SALARIES AND BONUSES WHICH BECOME EFFECTIVE SEPTEMBER 1. THIS COMMITTEE WILL ALSO REVIEW ALL MULTI-YEAR CONTRACTS FOR ANY NEW MEMBER OF THE EXECUTIVE TEAM. NO MEMBER OF THE EXECUTIVE TEAM, OTHER THAN THE CEO, MAY BE PRESENT DURING THIS DISCUSSION. AT ALL TIMES COMMITTEE MEMBERS MUST DISCLOSE ANY CONFLICTS OF INTEREST. 3. DOCUMENTATION AND RECORDKEEPING: MINUTES OF COMPENSATION COMMITTEE MEETINGS WILL BE COMPLETED NO LATER THAN 60 DAYS FOLLOWING DISCUSSIONS AND DECISION-MAKING.EXECUTIVE PERFORMANCE APPRAISALS, BONUSES AND SALARY ADJUSTMENTS REMAIN ON FILE IN THE HUMAN RESOURCES DEPARTMENT. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DISCLOSURE: JEWISH FEDERATION BELIEVES IN FULL DISCLOSURE AND TRANSPARENCY. THEREFORE, AT ANY TIME, ANYONE CAN REQUEST A COPY OF FORM 990, FORM 990T, AUDITED FINANCIAL STATEMENTS, FORM 1023, GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AND IT WILL BE PROVIDED TO THEM. IT IS OUR POLICY TO RECEIVE THE REQUEST IN WRITING, SIGNED BY THE REQUESTOR, TO THE OFFICE OF THE CHIEF EXECUTIVE OFFICER OR THE OFFICE OF THE CHIEF FINANCIAL OFFICER. WE WILL RELEASE A COPY WITHIN REASONABLE TIME BUT NOT TO EXCEED TEN BUSINESS DAYS. OUR ANNUAL AUDITED FINANCIAL STATEMENTS AND OUR FORM 990 MAY ALSO BE FOUND ON OUR WEBSITE HTTP://WWW.JEWISHPHILLY.ORG. FORM 990, PART XI, LINE 9: EQUITY ON LOSS OF EXPONENT -360,611. CHANGE IN VALUE - NON-PARTICIPATING ASSETS -1,678,749. CHANGE IN VALUE - CHARITABLE REMAINDER TRUST 719,349. CHANGE IN VALUE - CHARITABLE GIFT ANNUITIES 283,598. PROVISION FOR UNCOLLECTIBLES -413,796. LOSS ON INTEREST RATE SWAP -92,650. PENSION-RELATED CHANGES OTHER THAN NET PERIODIC COSTS -2,161,105. INVESTMENT INCOME FROM PARTNERSHIP -146,637. FORFEITED GRANTS 30,000. IN-KIND EXPENSES -951,539. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR PERIOD AND IS DETAILED IN SCHEDULE O, SECTION B, LINE 11. FOUNDATION FOR JEWISH DAY SCHOOLS OF GREATER PHILADELPHIA 2100 ARCH STREET PHILADELPHIA PA 19103 233087655 TUITION ASSISTANCE/ JEWISH EDUCATION PA 501(C)(3) 7 JEWISH FEDERATION OF GREATER PHILADELPHIA 0 JEWISH EXPONENT 2100 ARCH STREET PHILADELPHIA PA 19103 230734230 PUBLISHING PA JEWISH FEDERATION OF GR PHILA C -360611 -2030671 1.00000 1 CHARITABLE REMAINDER TRUSTS (29) 2100 ARCH STREET PHILADELPHIA PA 19103 CHARITABLE SPLIT INTEREST TRUST PA JEWISH FEDERATION OF GR PHILA T 1 1 1 0 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 JEWISH EXPONENT A 61888 ACCRUAL JEWISH EXPONENT D 1235500 FAIR MARKET VALUE JEWISH EXPONENT M 128857 ACCRUAL JEWISH EXPONENT Q 132138 ACCRUAL