2014-11-17T09:00:35-06:00 2013-12-31 135565207 KPMG LLP 345 PARK AVENUE NEW YORK NY 101540102 990 2013-01-01 135563393 AMERICAN JEWISH COMMITTEE AMER 2127514000 165 EAST 56TH STREET NEW YORK NY 100222709 RICHARD HYNE CFO 2014-11-17 true Devin L Duncan P01249521 2127589700 2013 2015-11-30 17:44:51Z DAVID A HARRIS 165 EAST 56TH STREET NEW YORK NY 100222709 59281456 false X WWW.AJC.ORG X 1906 NY AJC'S MISSION IS TO ENHANCE THE WELLBEING OF THE JEWISH PEOPLE AND ISRAEL, AND TO ADVANCE HUMAN RIGHTS AND DEMOCRATIC VALUES IN THE UNITED STATES AND AROUND THE WORLD. 24 23 303 1908 4182 -68 44364867 51994897 25 405 3112955 2652739 409986 1051690 47887833 55699731 786693 285024 0 0 26108207 26621130 343390 273407 7014596 16090652 16380257 43328942 43559818 4558891 12139913 135264834 156195599 38781240 32727052 96483594 123468547 AJC'S MISSION IS TO ENHANCE THE WELLBEING OF THE JEWISH PEOPLE AND ISRAEL, AND TO ADVANCE HUMAN RIGHTS AND DEMOCRATIC VALUES IN THE UNITED STATES AND AROUND THE WORLD. ADDITIONAL INFORMATION ON AJC'S MISSION IS AVAILABLE IN AJC'S ANNUAL REPORT, WHICH CAN BE FOUND ON AJC'S WEBSITE. false false 12884136 41590 REGIONAL OFFICES AND LOCAL ADVOCACY: AJC MAINTAINS MORE THAN 20 REGIONAL OFFICES THROUGHOUT THE U.S. THE OFFICES ESTABLISH KEY RELATIONSHIPS WITH PUBLIC OFFICIALS, CONGRESSIONAL REPRESENTATIVES AND LOCAL REPRESENTATIVES OF FOREIGN GOVERNMENTS , INTER-RELIGIOUS AND INTER-GROUP ORGANIZATIONS TO CREATE DIVERSE COALITIONS AND MOBILIZE THE JEWISH COMMUNITY ON AJC'S PRIORITY ISSUES. IN 2013, THESE ISSUES INCLUDE: COMBATTING IRAN'S NUCLEAR AMBITIONS, ISRAEL'S PLACE IN THE WORLD, ENERGY SECURITY AND IMMIGRATION REFORM. 12783136 170734 405 INTERNATIONAL RELATIONS: AJC ADVOCATES ON ITS PRIORITY ISSUES WITH GOVERNMENTS AND CIVIL SOCIETY IN THE UNITED STATES AND INTERNATIONALLY IN ORDER TO AFFECT PUBLIC POLICIES OF CONCERN TO THE JEWISH PEOPLE. AJC MAINTAINS INTERNATIONAL INSTITUTES THAT COORDINATE AJC'S ADVOCACY THROUGHOUT THE WORLD, INCLUDING AFRICA, EUROPE, LATIN AMERICA AND ASIA. AJC STAFF MEMBERS ARE EXPERTS IN THEIR FIELDS AND WORK ACROSS NATIONAL BOUNDARIES WITH ELECTED OFFICIALS, DIPLOMATS AND OTHER SECTORS TO ADVOCATE ON AJC'S PRIORITY ISSUES. AJC PROFESSIONALS ALSO BUILD COALITIONS WITH FAITH, COMMUNITY AND OPINION LEADERS TO PROMOTE GREATER UNDERSTANDING AND DIALOGUE, BOTH IN THE COUNTRIES IN WHICH THEY WORK, THROUGH EXCHANGE PROGRAMS, AND THROUGH THEIR COORDINATION WITH SUCH PROGRAMS AS AJC'S PROJECT INTERCHANGE (EDUCATIONAL SEMINARS IN ISRAEL). THESE ACTIVITIES INCLUDE: (1) EU - HEZBOLLAH CAMPAIGN: AJC PLAYED A KEY ROLE IN THE EUROPEAN UNION'S UNANIMOUS 2013 DECISION TO DESIGNATE THE "MILITARY WING" OF HEZBOLLAH A TERRORIST ORGANIZATION. THE DESIGNATION WILL HINDER THE GROUP'S ABILITY TO RAISE FUNDS, RECRUIT MEMBERS AND TRANSPORT OPERATIVES ACROSS THE CONTINENT. AFTER HEZBOLLAH BOMBED A BUS OF ISRAELI TOURISTS IN JULY 2012 IN BULGARIA, AJC DREW UPON ITS GLOBAL RESOURCES TO URGE THE EU TO ACT. AJC MOBILIZED ITS OFFICES WORLDWIDE AND, IN SCORES OF MEETINGS AND THROUGH GLOBAL MEDIA OUTLETS, BROUGHT THE ISSUE TO THE ATTENTION OF EUROPEAN LEADERS AND THE U.S. GOVERNMENT. (2) IRANIAN NUCLEAR THREAT: FOR MORE THAN 15 YEARS, IN ALMOST EVERY DIPLOMATIC ENCOUNTER ACROSS THE UNITED STATES AND AROUND THE GLOBE, AJC HAS WARNED OF THE PERILS POSED BY AN IRAN WITH NUCLEAR WEAPONS CAPABILITY. AJC SUPPORTS A DIPLOMATIC RESOLUTION TO IRAN'S NUCLEAR WEAPONS QUEST, AND APPLAUDS EFFORTS BY THE UNITED STATES AND OTHER NATIONS TO NEGOTIATE A SATISFACTORY DEAL. AT THE SAME TIME, AJC BACKS THE PREPARATION OF INTENSIFIED ECONOMIC SANCTIONS TO PUSH IRANIAN LEADERS TO MEET THEIR INTERNATIONAL OBLIGATIONS. 2871879 14000 STRATEGIC COMMUNICATIONS AND PUBLIC RELATIONS: USING A VARIETY OF TRADITIONAL AND NEW MEDIA TOOLS, AJC COMMUNICATES NATIONALLY AND GLOBALLY TO CONVEY ITS ANALYSIS OF KEY POLITICAL EVENTS AND GALVANIZE SUPPORT FOR DEMOCRATIC ENGAGEMENT TO ENSURE MINORITY RIGHTS, COMBAT ANTI-SEMITISM AND SAFE GUARD THE LEGITIMACY OF ISRAEL. AJC MOBILIZES AND INFORMS OPINION-MAKERS THROUGH PRINT AND WEB MEDIA, AS WELL AS THROUGH ACTIVE AND INFORMATIVE TWITTER AND FACEBOOK ACCOUNTS GEARED TOWARDS BOTH GLOBAL JEWISH CONCERNS AS WELL AS TOWARDS TOPICS SPECIFIC TO EACH REGION OR COUNTRY AN OFFICE OR INSTITUTE IS LOCATED. AJC ALSO POSTS ON ITS WEBSITE ALL ITS ACTIVE ADVOCACY CAMPAIGNS TO PROMOTE ENGAGEMENT. OTHER TOOLS INCLUDE TIMELY PRESS RELEASES, OP-EDS, AJC STAFF EXPERTS BLOGS AND ARTICLES PUBLISHED IN MAJOR MEDIA OUTLETS AND ONLINE AS WELL AS THE EXECUTIVE DIRECTOR'S REGULAR WEEKLY COMMENTARY ON THE CBS RADIO NETWORK. 4208440 58700 915504 AJC'S 2013 PROGRAMMATIC ACTIVITIES INCLUDE: (1) NATIONAL POLICY: AJC ADVOCATES AT THE NATIONAL LEVEL ON LEGISLATIVE AND LEGAL ISSUES THAT AFFECT AJC'S ANNUAL PRIORITIES. ADVOCACY ACTIVITIES IN THE U.S. INCLUDE: MEETINGS WITH MEMBERS OF CONGRESS AND LOCAL OFFICIALS, COMMENTS ON LEGISLATION, COALITION BUILDING WITH COMMUNITY AND OPINION LEADERS, OP-EDS AND ONLINE PETITIONS. (2) INTERRELIGIOUS AND INTERGROUP RELATIONS: AJC BUILDS COALITIONS TO ADVANCE SHARED INTERESTS AND SUPPORT UNDERSTANDING WITH OTHER RELIGIOUS AND ETHNIC GROUPS. THROUGH THESE COALITIONS, AJC ALSO ADVOCATES ON BEHALF OF THE JEWISH PEOPLE AND ISRAEL WITH SELECTED RELIGIOUS GROUPS, (E.G., OPPOSING PROPOSALS TO BOYCOTT ISRAEL). (3) CONTEMPORARY JEWISH LIFE: AJC HELPS TO ENSURE JEWISH CONTINUITY AND TO ENRICH THE RELATIONSHIP OF JEWS IN THE DIASPORA WITH ISRAEL. AJC TAKES PUBLIC POSITIONS AND HOLDS SYMPOSIA ON THE MOST CRITICAL CURRENT ISSUES, (E.G., THE ROLE OF THE CHIEF RABBINATE IN ISRAEL). 4208440 58700 915504 32747591 true true false true false false false false true true true false false true true false true false true true true false true true false false true false true false false false false false false false false true false false false false true true true true false true 124 0 true 303 true true true true BE GM IS false false false true true false false false false X 24 23 false false false false true true true true true false true true true true true true true true true false false AL AK AZ AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X DANIEL GOLDWATER CONTROLLER 2128911473 165 EAST 56TH STREET NEW YORK NY 100222709 ALAN MELAMED CHAIR, MARKETING & COMMUNICATIONS 5.00 0.00 X X 0 0 0 DAVID HARRIS EXECUTIVE DIRECTOR 60.00 0.00 X X 518338 0 368144 DAVID ROUSSO CHAIR, ORG DEVELOPMENT THRU 6/13 5.00 0.00 X X 0 0 0 JANE SILVERMAN CHAIR, PROGRAM COORD CMTTEE THRU 6/13 5.00 0.00 X X 0 0 0 JOHN M SHAPIRO CHAIR, BOARD OF TRUSTEES 5.00 0.10 X X 0 0 0 KIM PIMLEY CHAIR, LEADERSHIP DEVELOPMENT 5.00 0.00 X X 0 0 0 MARVIN ISRAELOW CHAIR PROGRAM COORD CMTTEE 5.00 0.00 X X 0 0 0 MICHAEL M DAVIS ASST TREASURER/CHAIR BUDGET THRU 6/13 5.00 0.00 X X 0 0 0 MICHAEL TICHNOR CHAIR, REGIONAL OFFICES 5.00 0.00 X X 0 0 0 NED DUBILO TREASURER/SECRETARY 10.00 0.00 X X 0 0 0 RICHARD L BERKMAN CHAIR, BOARD OF GOVERNORS 10.00 0.00 X X 0 0 0 ROBERT H ELMAN PRESIDENT THRU 6/13 20.00 0.10 X X 0 0 0 ROY J ZUCKERBERG ASST CHAIR, BOARD OF TRUSTEES 3.00 0.10 X X 0 0 0 SHERRY A WEINMAN CHAIR, PUBLIC AFFAIRS THRU 6/13 5.00 0.00 X X 0 0 0 STANLEY BERGMAN PRESIDENT 20.00 0.10 X X 0 0 0 SUZANNE DENBO JAFFE ASST TREASURER/CHAIR BUDGET 5.00 1.00 X X 0 0 0 ALLAN J REICH CHAIR, INTL RELATIONS 5.00 0.00 X 0 0 0 CAROL GOWN CHAIR, NATIONAL POLICY 5.00 0.00 X 0 0 0 DAVID INLANDER CHAIR, INTERRELIGIOUS AFFAIRS 5.00 0.00 X 0 0 0 DOV S ZAKHEIM CHAIR, CONTEMP JEWISH LIFE 5.00 0.00 X 0 0 0 HARRIET SCHLEIFER BOARD MEMBER 2.00 0.00 X 0 0 0 HARRISON KEMPNER JR BOARD MEMBER THRU 6/13 2.00 0.00 X 0 0 0 JERRY H BIEDERMAN CHAIR, INTERRELIGIOUS AFFAIRS THRU 6/13 5.00 0.00 X 0 0 0 JOEL R MOGY BOARD MEMBER 2.00 0.10 X 0 0 0 KENNETH R LEVINE BOARD MEMBER 2.00 0.00 X 0 0 0 LINDA MIRELS BOARD MEMBER 2.00 0.00 X 0 0 0 MARTIN KRALL BOARD MEMBER 2.00 0.00 X 0 0 0 MATTHEW BRONFMAN BOARD MEMBER 2.00 0.00 X 0 0 0 MICHAEL GOULD BOARD MEMBER 2.00 0.10 X 0 0 0 RENE PIERRE AZRIA BOARD MEMBER 2.00 0.00 X 0 0 0 ROBERTA BARUCH BOARD MEMBER 2.00 0.00 X 0 0 0 RICK HYNE CHIEF FINANCIAL OFFICER 45.00 0.00 X 242592 0 34282 VICTORIA SCHONFELD CHIEF OPERATING OFFICER 50.00 0.00 X 322183 0 21707 DANIEL ELBAUM ASST EXECUTIVE DIR FOR REGIONAL OFFICES 45.00 0.00 X 194319 0 8331 JANET BECKER DIR, STRATEGIC IMPLEMENTATION & HR 45.00 0.00 X 226565 0 34637 JASON ISAACSON ASSISTANT EXEC DIR/DIR, OGIA 45.00 0.00 X 219507 0 41335 JULIE SCHAIR DIR OF RESOURCE DEVELOPMENT 45.00 0.00 X 237077 0 39677 MARC D STERN GENERAL COUNSEL 45.00 0.00 X 178766 0 40820 STEVEN BAYME DIR, CONTEMPORARY JEWISH LIFE 40.00 0.00 X 218226 0 30140 MICHAEL GILBERT DIRECTOR REGIONAL OFFICE ADVANCEMENT 40.00 0.00 X 186045 0 35247 MINDY ROSS ASSISTANT EXEC DIR MARKETING & STRATEGIC COMMUNICATIONS 40.00 0.00 X 211111 0 37611 RABBI DAVID ROSEN INTERNATIONAL DIRECTOR OF INTERRELIGIOUS AFFAIRS 40.00 0.00 X 216484 0 32658 ROBERT LEIKIND REGIONAL DIRECTOR, AJC BOSTON 40.00 0.00 X 191352 0 39633 SAMUEL WITKIN EXEC DIR, PROJECT INTERCHANGE 40.00 0.00 X 197475 0 27529 3360040 0 791751 56 false true false AB DATA PO BOX 170062 MILWAUKEE WI 53217 MAIL FULFILLMENT 569393 M & J LTD 18 MEADOW STREET LOCUST VALLEY NY 11560 BLDG UPGRADES 410520 TRIDENT SECURITY & RISK MGMT PO BOX 6363 FAIR HAVEN NJ 07704 BLDG SECURITY 389922 PERFORMANCE MECHANICAL CORP 1215 SECOND AVENUE NEW HYDE PARK NY 10016 BLDG ENGINEERS 319883 PERFECT BUILDING MAINTENANCE 360 LEXINGTON AVENUE NEW YORK NY 10017 BUILDING CLEANING SERVICE 230306 12 145353 1566282 20130333 20000 30132929 861298 51994897 SALES OF PUBLICATIONS 511190 405 405 0 0 0 0 0 0 0 0 405 604104 4182 599922 0 0 770850 158960 611890 0 611890 611890 3193353 1144718 2048635 0 2048635 2048635 1802343 20130333 2278047 -475704 -475704 0 0 SPONSORSHIP & REGISTRATION FEES 900099 915504 915504 0 0 0 0 0 0 915504 55699731 915909 4182 2784743 88533 88533 0 196491 196491 0 2976646 1771359 617322 587965 0 18320417 13636907 950347 3733163 427840 222477 141187 64176 3539222 2899090 17906 622226 1357005 936333 217121 203551 0 296744 154307 97925 44512 195490 101655 64512 29323 0 273407 273407 257604 202724 36758 18122 1994796 1429179 431554 134063 837187 808344 6332 22511 2998804 2027064 477449 494291 836619 592820 154463 89336 0 2186409 1813582 127941 244886 1425456 1346259 19350 59847 160531 160531 4017083 3712634 69522 234927 0 0 993715 516732 327926 149057 179819 130570 40016 9233 0 0 0 0 43559818 32747591 3797631 7014596 X 577094 303687 273407 14617965 18949992 5899658 6323286 11221100 18718252 0 0 0 0 377804 585141 26444187 19289012 6661655 7155175 31664881 33206787 59498768 68287164 0 0 5323003 2969802 135264834 156195599 4733671 4598709 775500 823867 0 0 33272069 27304476 38781240 32727052 X 6465014 19567583 31221860 43863516 58796720 60037448 96483594 123468547 135264834 156195599 X 12139913 8396873 0 0 0 6448167 X false true X true false X 10733355 38688087 40008034 44364867 51994897 185789240 0 0 10733355 38688087 40008034 44364867 51994897 185789240 4198916 181590324 623474 1084658 1677754 1677559 1374954 6438399 0 221097 627348 0 0 0 848445 193076084 9328406 0.94050 0.95490 X Schedule A, Part II, Line 10, Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 221097, COLUMN B - 627348, COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 848445; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 151141 false false 151141 false Schedule C, Part II-B, Line 1, Description of the activities reported on Lines 1a through 1i DURING 2013, AJC ATTEMPTED TO INFLUENCE STATE, FEDERAL, AND NATIONAL POLICY THROUGH DIRECT CONTACT WITH LEGISLATORS, THEIR STAFF, AND GOVERNMENT OFFICIALS AT THE STATE AND FEDERAL LEVEL. AJC STAFF AND LAY LEADERS HELD MEETINGS ON A REGULAR BASIS WITH THESE INDIVIDUALS. IN ADDITION TO CONTACTING FEDERAL AND STATE AGENCY OFFICIALS REGARDING EXISTING OR PENDING LEGISLATION, AJC'S ACTIVITIES FOCUSED PRINCIPALLY ON FOREIGN AFFAIRS LEGISLATION (INCREASED SANCTIONS ON IRAN AND SUPPORT FOR U.S.-ISRAEL COOPERATION), IMMIGRATION REFORM (SUPPORT OF COMPREHENSIVE REFORM), AMERICAN ENERGY SECURITY, CIVIL RIGHTS, CIVIL LIBERTIES, AND RELIGIOUS FREEDOM. 72205956 1779561 10552814 305024 3242551 104308 80886448 67488681 1279459 6556809 806693 2209110 103190 72205956 71782880 2092734 -2649997 487660 3148119 101157 67488681 62355767 4533038 7653684 525580 2140234 93795 71782880 53085554 15658 10435592 1110037 71000 62355767 0.00000 0.72260 0.27740 true false 430126 430126 15324926 10865428 4459498 795734 643691 152043 9070789 7779893 1290896 822612 822612 7155175 0 0 LONG/SHORT EQUITIES 21848385 F STATE OF ISRAEL BOND 53020 F MULTISTRATEGY HEDGE FUND 19436822 F DEBT SECURITIES 3845456 F INVESTMENT FUNDS 23103481 F 68287164 0 ACCRUED UNFUNDED PENSION LIABILITY 14191312 SECURITY DEPOSITS 26716 CHARITABLE GIFT ANNUITY 1934381 LEASE OBLIGATIONS 58290 OTHER RETIREMENT BENEFITS 4394423 DUE TO THANKS TO SCANDINAVIA 6699354 27304476 X SCHEDULE D, PART X, LINE 1, ACCRUED UNFUNDED PENSION LIABILITY ACCRUED UNFUNDED PENSION LIABILITY OF $14,191,312 REPRESENTS THE EXCESS OF PENSION BENEFIT OBLIGATION OVER THE PENSION PLAN ASSETS. THIS BALANCE DECREASED BY $6,106,937 FROM THE PRIOR YEAR DUE TO A COMBINATION OF RISING INTEREST RATES AND POSITIVE MARKET PERFORMANCE OF PLAN ASSETS DURING 2013. Schedule D, Part V, Line 4, Intended uses of endowment funds INCOME FROM AJC'S ENDOWMENT FUNDS ARE USED TO PROVIDE A SOURCE OF ONGOING SUPPORT FOR ITS EXEMPT PURPOSES. Schedule D, Part X, Line 2, FIN 48 (ASC 740) footnote AJC HAS EVALUATED ITS TAX POSITIONS AND HAS DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS AND THAT IT WILL CONTINUE TO BE EXEMPT FROM FEDERAL AND STATE INCOME TAXES. true EUROPE (INCLUDING ICELAND AND GREENLAND) 4 17 PROGRAM SERVICES ADVOCACY 2080310 MIDDLE EAST AND NORTH AFRICA 1 9 PROGRAM SERVICES ADVOCACY 1206287 SOUTH ASIA 0 1 PROGRAM SERVICES ADVOCACY 4725 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 GRANTMAKING 110000 MIDDLE EAST AND NORTH AFRICA 0 GRANTMAKING 80000 CENTRAL AMERICA AND THE CARIBBEAN 0 INVESTMENTS 22695155 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES ADVOCACY 11446 SOUTH AMERICA 0 1 PROGRAM SERVICES ADVOCACY 16067 RUSSIA AND THE NEWLY INDEPENDENT STATES 0 GRANTMAKING 6491 5 29 26210481 EUROPE (INCLUDING ICELAND AND GREENLAND) GEN SUPPORT 50000 WIRE EUROPE (INCLUDING ICELAND AND GREENLAND) GEN SUPPORT 50000 WIRE MIDDLE EAST AND NORTH AFRICA GEN SUPPORT 25000 WIRE MIDDLE EAST AND NORTH AFRICA RESEARCH & PUBLICATIONS ON DISCRIMINATORY LAWS AGAINST WOMEN 15000 WIRE MIDDLE EAST AND NORTH AFRICA GEN SUPPORT 10000 WIRE MIDDLE EAST AND NORTH AFRICA GEN SUPPORT 10000 WIRE MIDDLE EAST AND NORTH AFRICA GEN SUPPORT 10000 WIRE MIDDLE EAST AND NORTH AFRICA GEN SUPPORT 10000 WIRE EUROPE (INCLUDING ICELAND AND GREENLAND) GEN SUPPORT 10000 WIRE RUSSIA AND THE NEWLY INDEPENDENT STATES GEN SUPPORT 6491 WIRE 10 true false true true true false Schedule F, Part I, Line 2, Procedures for monitoring use of grant funds AJC'S GRANT RECIPIENTS CERTIFY THAT THE GRANTS WILL BE USED IN COMPLIANCE WITH ANY APPLICABLE UNITED STATES LAWS, STATUTES, REGULATIONS, RULES AND EXECUTIVE ORDERS, INCLUDING ALL ANTI-TERRORIST FINANCING AND ASSET CONTROL LAWS, STATUTES, REGULATIONS, RULES AND EXECUTIVE ORDERS. NO FUNDS WILL BE USED IN PARTISAN FASHION TO SUPPORT OR OPPOSE CANDIDATES FOR PUBLIC OFFICE. IN MOST OF THE CASES AJC REQUIRES THE RECIPIENTS TO SUBMIT NARRATIVE AND FINANCIAL REPORTS. SCHEDULE F, PART I, LINE 3, FOREIGN INVESTMENTS AJC INVESTS IN SEVERAL ENTITIES THAT ARE LEGALLY DOMICILED IN FOREIGN JURISDICTIONS. THE 2013 END OF YEAR VALUE OF INVESTMENTS DOMICILED IN CENTRAL AMERICA/CARIBBEAN WAS 22,695,155. X X X X X X true AB DATA P O BOX 170062 MILWAUKEE WI 532178000 MAIL SOLICITATION & PRM ADVOCACY false 982609 577094 405515 TELEFUND P O BOX 2366 DENVER CO 802012366 PHONE SOLICITATION false 33326 22133 11193 INTEGRATED MAIL INDUSTRIES 3450 W HOPKINS STREET MILWAUKEE WI 532161700 MAIL SOLICITATION false 16510 -16510 1015935 615737 400198 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI DINNER EVENT 4634291 4395891 238400 344098 DINNER EVENT 2665132 2602582 62550 98402 51 14633253 13131860 1501393 1835547 21932676 20130333 1802343 0 0 0 0 0 2278047 2278047 -475704 SCHEDULE G, PART I, LINE 2B(V), FUNDRAISING ACTIVITIES AMOUNTS IN COLUMN (V) REPRESENT PAYMENTS TO PROFESSIONAL FUNDRAISERS FOR FUNDRAISING SERVICES AND REIMBURSEMENT OF FUNDRAISING EXPENSES, SUCH AS PRINTING, PAPER, ENVELOPES, POSTAGE, ETC. SCHEDULE G, PART II, LINE 9(A), OTHER DIRECT FUNDRAISING EVENT EXPENSES AJC REPORTS ALL EXPENDITURES RELATED TO ITS SPECIAL EVENT FUNCTIONS AS "OTHER DIRECT EXPENSES" ON SCHEDULE G, PART II, LINE 9. COSTS OF RUNNING THESE SPECIAL EVENTS ARE FREQUENTLY INVOICED AS ONE FEE BY THE VENDOR, SO THAT THE RENTAL, FOOD AND OTHER COSTS ARE BUNDLED AND FURTHER CATEGORIZATION ON SCHEDULE G, PART II IS NOT POSSIBLE. IT IS THEREFORE MORE ACCURATE TO COMBINE ALL THE EXPENSES. true THE REGENTS OF THE UNIVERSITY OF MICHIGAN PO BOX 223131 PITTSBURGH PA 152512131 386006309 501(C)(3) 20500 STRENGTHENING MUSLIM/JEWISH RELATIONS NATIONAL MUSEUM OF MEXICAN ART 1852 W 19TH STREET CHICAGO IL 60608 363225519 501(C)(3) 10000 STRENGTHENING LATINO JEWISH RELATIONSHIPS IRAN HUMAN RIGHTS DOCUMENTATION CTR INC 129 CHURCH STREET NEW HAVEN CT 06510 202744292 501(C)(3) 49643 RESEARCH AND PUBLICATIONS ON HUMAN RIGHTS 3 0 Schedule I, Part I, Line 2, Procedures for monitoring use of grant funds AJC'S GRANT RECIPIENTS CERTIFY THAT THE GRANTS WILL BE USED IN COMPLIANCE WITH ANY APPLICABLE UNITED STATES LAWS, STATUTES, REGULATIONS, RULES AND EXECUTIVE ORDERS, INCLUDING ALL ANTI-TERRORIST FINANCING AND ASSET CONTROL LAWS, STATUTES, REGULATIONS, RULES AND EXECUTIVE ORDERS. NO FUNDS WILL BE USED IN PARTISAN FASHION TO SUPPORT OR OPPOSE CANDIDATES FOR PUBLIC OFFICE. IN MOST OF THE CASES AJC REQUIRES THE RECIPIENTS TO SUBMIT NARRATIVE AND FINANCIAL REPORTS. X X X true true X X X false true false false false false false false false RICK HYNE CHIEF FINANCIAL OFFICER 242592 0 0 0 0 0 7521 0 26761 0 276874 0 0 0 MICHAEL GILBERT DIRECTOR REGIONAL OFFICE ADVANCEMENT 184508 0 0 0 1537 0 5623 0 29624 0 221292 0 0 0 STEVEN BAYME DIR, CONTEMPORARY JEWISH LIFE 215142 0 0 0 3084 0 6601 0 23539 0 248366 0 0 0 MARC D STERN GENERAL COUNSEL 176243 0 0 0 2523 0 5540 0 35280 0 219586 0 0 0 JASON ISAACSON ASSISTANT EXEC DIR/DIR, OGIA 216360 0 0 0 3147 0 6723 0 34612 0 260842 0 0 0 SAMUEL WITKIN EXEC DIR, PROJECT INTERCHANGE 192688 0 0 0 4787 0 5871 0 21658 0 225004 0 0 0 JANET BECKER DIR, STRATEGIC IMPLEMENTATION & HR 223283 0 0 0 3282 0 6970 0 27667 0 261202 0 0 0 MINDY ROSS ASSISTANT EXEC DIR MARKETING & STRATEGIC COMMUNICATIONS 208042 0 0 0 3069 0 6372 0 31239 0 248722 0 0 0 ROBERT LEIKIND REGIONAL DIRECTOR, AJC BOSTON 188912 0 0 0 2440 0 5874 0 33759 0 230985 0 0 0 JULIE SCHAIR DIR OF RESOURCE DEVELOPMENT 236274 0 0 0 803 0 7452 0 32225 0 276754 0 0 0 DANIEL ELBAUM ASST EXECUTIVE DIR FOR REGIONAL OFFICES 193950 0 0 0 369 0 5975 0 2356 0 202650 0 0 0 DAVID HARRIS EXECUTIVE DIRECTOR 476705 0 0 0 41633 0 327565 0 40579 0 886482 0 0 0 VICTORIA SCHONFELD CHIEF OPERATING OFFICER 322183 0 0 0 0 0 7650 0 14057 0 343890 0 0 0 RABBI DAVID ROSEN INTERNATIONAL DIRECTOR OF INTERRELIGIOUS AFFAIRS 216484 0 0 0 0 0 0 0 32658 0 249142 0 0 0 Schedule J, Part I, Line 1a, First-class or charter travel FIRST CLASS AIRLINE TICKETS ARE OCCASIONALLY BOOKED FOR DAVID HARRIS. AJC PAYS FOR ALL THE TRAVEL COSTS OF HIS WIFE WHO ACCOMPANY DAVID HARRIS ON CERTAIN AJC TRIPS. AJC PURCHASED A TERM LIFE INSURANCE POLICY IN THE AMOUNT OF ONE MILLION DOLLARS ON THE LIFE OF DAVID HARRIS PAYABLE UPON HIS DEATH TO HIS BENEFICIARIES. ADDITIONALLY, DAVID HARRIS HAS ADDITIONAL SUPPLEMENTAL DISABILITY INCOME POLICIES THAT ARE PAID FOR BY AJC. THE ANNUAL AMOUNTS OF ALL THESE COSTS, WITH THE EXCEPTION OF FIRST CLASS AIRLINE TRAVEL FOR DAVID HARRIS, ARE INCLUDED IN HIS FORM W-2 AS TAXABLE COMPENSATION. AJC REIMBURSES DAVID HARRIS FOR A PORTION OF PROPERTY TAXES ON HIS WESTCHESTER HOME. $24,473 WAS REIMBURSED IN 2013 AND INCLUDED IN HIS FORM W-2 AS TAXABLE COMPENSATION. Schedule J, Part I, Line 1a, Travel for companions SEE RESPONSES TO LINE 1A ABOVE. Schedule J, Part I, Line 1a, Tax indemnification and gross-up payments SEE RESPONSES TO LINE 1A ABOVE. Schedule J, Part I, Line 4b, Supplemental nonqualified retirement plan IN 2006, AS PER DAVID'S HARRIS' CONTRACT, AJC ESTABLISHED A SUPPLEMENTARY EXECUTIVE RETIREMENT PLAN, AND ACCORDINGLY, SCHEDULE J, PART II, COLUMN C INCLUDES THE 2013 CALENDAR YEAR'S ACCRUAL OF $320,065. SCHEDULE J, PART II, COLUMN (C), SUPPLEMENTAL NON QUALIFIED RETIREMENT PLAN SEE RESPONSE TO LINE 4B ABOVE. X 113 861298 MARKET VALUE 0 false true false Schedule M, Part I, Explanations of reporting method for number of contributions SECURITIES - PUBLICLY TRADED: THE ORGANIZATION RECEIVED 113 SEPARATE GIFTS OF PUBLICLY TRADED SECURITIES. Schedule M, part I, column (b), Line 9, Number of contributions or items contributed. THE ORGANIZATION RECEIVED 113 SEPARATE GIFTS OF PUBLICLY TRADED SECURITIES. FORM 990, PART I, LINE 10, INVESTMENT INCOME UNREALIZED GAINS OF $8,396,873 AND $4,517,392 IN 2013 AND 2012, RESPECTIVELY WERE EARNED, BUT ARE NOT REQUIRED TO BE INCLUDED IN THIS LINE ITEM FOR FORM 990 PURPOSES. Form 990, Part VI, Sec A, Line 6, Classes of members or stockholders AJC IS A MEMBERSHIP ORGANIZATION UNDER APPLICABLE NEW YORK NONPROFIT CORPORATION LAW, AND THE MEMBERS OF ITS BOARD OF GOVERNORS CONSTITUTES ITS CORPORATE MEMBERSHIP. IN 2010, AJC AMENDED ITS BY-LAWS; PRIOR TO THAT AMENDMENT, AJC'S NATIONAL LEADERSHIP COUNCIL CONSTITUTED ITS CORPORATE VOTING MEMBERSHIP. THE BOARD OF GOVERNORS ELECTS SEVERAL MEMBERS OF THE BOARD OF DIRECTORS (EXECUTIVE COUNCIL) AND APPROVES THE ANNUAL BUDGET. Form 990, Part VI, Sec A, Line 7a, Members or stockholders electing members of governing body SEE ABOVE. Form 990, Part VI, Sec A, Line 7b, Decisions requiring approval by members or stockholders SEE ABOVE. Form 990, Part VI, Sec B, Line 11b, Review of form 990 by governing body THE RETURN WAS PREPARED BY AJC'S STAFF AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY AJC & IN CONSULTATION WITH AJC'S STAFF. THE DRAFT WAS THEN REVIEWED BY AJC'S AUDIT COMMITTEE, AND SUBSEQUENTLY PROVIDED TO AJC'S EXECUTIVE COUNCIL PRIOR TO FILING WITH THE IRS. PURSUANT TO AJC'S BYLAWS, THE EXECUTIVE COUNCIL CONSTITUTES AJC'S BOARD OF DIRECTORS AS THAT TERM IS USED IN THE NEW YORK NOT-FOR-PROFIT CORPORATION LAW. Form 990, Part VI, Sec B, Line 12c, Conflict of interest policy AJC HAS WRITTEN CONFLICT OF INTEREST POLICIES COVERING ALL MEMBERS OF EXECUTIVE COUNCIL, OFFICERS, AND EMPLOYEES STIPULATING THAT NO INDIVIDUAL MAY PARTICIPATE IN A DISCUSSION OR DECISION ON ANY MATTER IN WHICH HE OR SHE HAS A MATERIAL FINANCIAL INTEREST, AND HE OR SHE MUST DISCLOSE ANY POTENTIAL CONFLICTS. ALL MEMBERS OF THE EXECUTIVE COUNCIL, OFFICERS, KEY EMPLOYEES WHO HAVE SIGNING AUTHORITY, AND OTHER EMPLOYEES ARE REQUIRED TO CERTIFY COMPLIANCE WITH THE APPROPRIATE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND TO INDICATE WHETHER THE ORGANIZATION DOES BUSINESS WITH AN ENTITY IN WHICH THEY HAVE A MATERIAL FINANCIAL INTEREST. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT INCLUDE REFRAINING FROM PARTICIPATING IN DELIBERATIONS AND DISCUSSIONS, AS WELL AS ANY DECISION, RELATING TO THE ALLEGED CONFLICT. Form 990, Part VI, Sec B, Line 15a, Process to establish compensation of top management official IN 2011, AJC CONDUCTED A SALARY REVIEW OF EXECUTIVE DIRECTOR COMPENSATION, REVIEWING FAIR MARKET COMPARABLES FOR POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE EXECUTIVE DIRECTOR'S MULTI-YEAR CONTRACT WAS REVIEWED AND APPROVED BY AN INDEPENDENT COMPENSATION COMMITTEE AND SUBSEQUENTLY APPROVED BY THE EXECUTIVE COUNCIL. A REVIEW OF THE EXECUTIVE DIRECTOR'S COMPENSATION IS CURRENTLY IN PROGRESS BY A COMPENSATION COMMITTEE COMPOSED OF INDEPENDENT DIRECTORS AS IS AN AGENCY WIDE SALARY REVIEW BY AN OUTSIDE CONSULTANT WHICH WILL ALSO REVIEW COMPENSATION OF KEY AND HIGHLY COMPENSATED EMPLOYEES. THE ORGANIZATION MAINTAINS RECORDS REGARDING THE COMPENSATION SETTING PROCESS. COMPENSATION OF OTHER KEY EMPLOYEES FOR THE PAST SEVERAL YEARS HAS BEEN TIED TO THE SALARY INCREASES NEGOTIATED WITH AJC'S LABOR UNIONS, EXCEPT FOR THOSE WHO HAVE RECEIVED PROMOTIONS AND/OR INCREASED RESPONSIBILITIES. Form 990, Part VI, Sec C, Line 19, Required documents available to the public AJC CURRENTLY DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. AJC CURRENTLY MAKES ITS CONFLICT OF INTEREST POLICY AND WHISTLEBLOWER POLICY AVAILABLE TO THE PUBLIC ON ITS WEBSITE. THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE ALSO AVAILABLE ON ITS WEBSITE. THE IRS DOES NOT REQUIRE THE PUBLIC DISSEMINATION OF AJC'S IRS FORM 1023, BECAUSE THE ORGANIZATION WAS INITIALLY RECOGNIZED AS TAX EXEMPT IN 1929 AND PUBLIC AVAILABILITY IS NOT REQUIRED WHERE THE ORGANIZATION DID NOT HAVE A COPY OF ITS EXEMPTION APPLICATION ON THE EFFECTIVE DATE OF THE REQUIREMENT IN JULY 1987. Form 990 , Part XI, Line 9, Other changes in net assets or fund balances PENSION AND POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC BENEFIT COSTS REPRESENTS THE NON-CASH CHARGE TAKEN PRIMARILY DUE TO THE DECREASE IN THE DISCOUNT RATE USED IN CALCULATING THE BENEFIT OBLIGATION - 6186511; CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT - 556859; WRITE OFF OLD PLEDGE - -550000; THANKS TO SCANDINAVIA - PRIOR PERIOD ADJUSTMENT - 256304; OTHER CHANGES IN NET ASSETS - -1507; THANKS TO SCANDINAVIA 933 PARK AVENUE NEW YORK NY 10028 136192361 SCHOLARSHIP NY 501(C)(3) 7 AJC true INSTITUTE OF HUMAN RELATIONS 165 EAST 56TH STREET NEW YORK NY 10022 237389215 FUNDRAISING NY 501(C)(3) 7 AJC true TRANS-ATLANTIC INSTITUTE RUE DEUX EGLISES 39 - BTE 11 1000 BRUXELLES BE ADVOCACY BE N/A AJC true CHARITABLE REMAINDER ANNUITY TRUSTS (2) INVESTMENT NY AJC TRUST true false false true false false false false false false false true false true true false true true false THANKS TO SCANDINAVIA Q 312191 FMV TRANS-ATLANTIC INSTITUTE Q 427611 FMV THANKS TO SCANDINAVIA R 952644 FMV TRANS-ATLANTIC INSTITUTE R 148250 FMV