2013-03-25T15:30:09-05:00 2012-06-30 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2011-07-01 042620801 HILLEL FOUNDATION OF CAMBRIDGE INC HILL 6174954662 52 MT AUBURN STREET CAMBRIDGE MA 02138 JONAH C STEINBERG 6174954662 2013-03-15 1 CRAIG KLEIN P00734640 6177610600 2011 2016-02-25 16:41:14Z JONAH C STEINBERG 52 MT AUBURN STREET CAMBRIDGE MA 02138 2060247 0 X WWW.HILLEL.HARVARD.EDU X 1944 MA SEE SCHEDULE O. 19 18 12 50 0 0 823072 1180459 134901 144203 115977 120872 494999 225814 1568949 1671348 0 0 0 0 652906 577621 0 97580 283160 1164189 1016299 1817095 1691500 -248146 -20152 7469038 7423851 698833 717832 6770205 6706019 X SEE SCHEDULE O. 0 0 262077 UNDERGRADUATE PROGRAM: HARVARD HILLEL'S CORE PROGRAM TO SUPPORT UNDERGRADUATE STUDENTS OF HARVARD UNIVERSITY. THE PROGRAM IS LED BY AN ELECTED UNDERGRADUATE LEADERSHIP AND CONSISTS OF EDUCATIONAL, CULTURAL, RELIGIOUS, SOCIAL, SOCIAL ACTION, INTERFAITH AND INTERGENERATIONAL ACTIVITIES. 144514 MINYANIM: FOUR MULTI-DENOMINATIONAL PRAYER GROUPS/COMMUNITIES, MANY LED BY UNDERGRADUATE STUDENTS, PROVIDING FOR THE RELIGIOUS NEEDS AND EDUCATION OF THE STUDENTS OF HARVARD UNIVERSITY AND SURROUNDING COMMUNITY MEMBERS. 114382 ISRAEL/IACT: A PROGRAM TO PROVIDE THE GIFT OF FIRST TIME, PEER GROUP, EDUCATIONAL BIRTHRIGHT TRIPS TO ISRAEL FOR JEWISH YOUNG ADULTS. THE PROGRAM INCLUDES OUTREACH TO JEWISH STUDENTS ON CAMPUS, AND PRE- AND POST-TRIP EDUCATIONAL AND SOCIAL ACTIVITIES FOR PROGRAM PARTICIPANTS AND ALUMNI. 105552 GRADUATE PROGRAM: A PROGRAM TO SUPPORT GRADUATE STUDENTS CONSISTING OF EDUCATIONAL, SOCIAL AND RELIGIOUS PROGRAMMING AND SPECIAL PROGRAMS AND MEALS TO COMMEMORATE JEWISH HOLIDAYS AND SABBATH. 110202 12018 JEWISH LEARNING INITIATIVE ON CAMPUS: A PROGRAM THAT CULTIVATES AND INFUSES A SPIRIT OF DEEP ENGAGEMENT WITH JEWISH TEXTS AND TRADITIONS AND CREATES A JEWISH HOME ATMOSPHERE FOR ALL JEWISH UNDERGRADUATES, GRADUATE STUDENTS AND COMMUNITY MEMBERS. 73723 132185 HIGH HOLIDAYS: A PROGRAM PROVIDING ROSH HASHANA AND YOM KIPPUR SERVICES AND FESTIVITIES FOR THE STUDENTS, FACULTY AND STAFF OF HARVARD UNIVERSITY AND SURROUNDING COMMUNITY MEMBERS. 72520 KOSHER DINING: A KOSHER DINING PROGRAM FOR THE BENEFIT OF HARVARD UNIVERSITY STUDENTS AND OPEN TO MEMBERS OF THE LARGER COMMUNITY, PROVIDING DAILY DINNER AND SPECIAL MEALS TO COMMEMORATE SABBATH AND MAJOR JEWISH HOLIDAYS. 361997 144203 882970 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 12 1 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X DAVIES & MONAHAN PC 6177699600 1 BATTERYMARCH PARK SUITE 101 QUINCY MA 02169 BENJAMIN M FRIEDMAN 5.00 X X 0 0 0 CARL S SLOANE 5.00 X X 0 0 0 MARC A COHEN 5.00 X X 0 0 0 O ROBERT SIMHA 5.00 X X 0 0 0 PRUDENCE L STEINER 5.00 X X 0 0 0 JUDITH A BERLIN 5.00 X 0 0 0 ARTHUR I APPLBAUM 1.00 X 0 0 0 ROBERT L BEAL 1.00 X 0 0 0 BRADLEY BLOOM 1.00 X 0 0 0 TEODORO FORCHT DAGI 1.00 X 0 0 0 RAYA DREBEN 1.00 X 0 0 0 MARK GOLDWEITZ 1.00 X 0 0 0 ROSALIND GORIN 1.00 X 0 0 0 ROBERT KARGMAN 1.00 X 0 0 0 ROBERT H MNOOKIN 1.00 X 0 0 0 HENRY ROSOVSKY 1.00 X 0 0 0 DONALD SIEGEL 1.00 X 0 0 0 JEROME WEINSTEIN 1.00 X 0 0 0 GERALD ZURIFF 1.00 X 0 0 0 SARA KANTOR 10.00 X 0 0 0 ARUN VISWANATH 10.00 X 0 0 0 PETER N GANONG 1.00 X 0 0 0 JONAH C STEINBERG 55.00 X 61843 0 2424 ANNETTE EZEKIEL 40.00 X 127776 0 6525 189619 0 8949 1 0 0 0 HARVARD UNIVERSITY 1033 MASSACHUSETTS AVE 2ND FLOOR CAMBRIDGE MA 02138 FACILITIES MAINT./REPAIR/DINING 217256 1 1180459 1180459 PROGRAMS 900099 144203 144203 144203 47774 47774 213455 0 213455 213455 213455 461997 388899 73098 73098 73098 MISCELLANEOUS INCOME 900099 12359 12359 12359 1671348 144203 0 346686 260656 171294 57569 31793 225136 143037 41950 40149 66004 42708 13521 9775 25825 14679 7787 3359 5250 5250 93012 93012 97580 97580 14871 14871 151462 117419 23773 10270 5612 3254 3 2355 129331 110902 3676 14753 28180 15572 5308 7300 312497 202798 65371 44328 10950 7474 14 3462 12241 11046 1195 13969 13969 155312 7688 145864 1760 30813 30813 PRINTING & PUBLICATIONS 18071 12777 197 5097 RELIGIOUS EXPENSE 16209 16209 EQUIPMENT RENTAL/MAINT. 5169 1298 3176 695 TELEPHONE 4452 2881 912 659 8898 1934 3584 3380 1691500 882970 525370 283160 44031 258112 129524 142971 31924 40844 9722 10240 7284017 3022386 4401724 4261631 2822113 2695053 30000 15000 7469038 7423851 142758 156093 326314 321196 229761 240543 698833 717832 X 3108800 3283106 510304 391812 3151101 3031101 6770205 6706019 7469038 7423851 X -20152 -44034 X 0 1 1 X 0 X 574257 985217 1588769 823072 1180459 5151774 574257 985217 1588769 823072 1180459 5151774 1448226 3703548 179716 255423 245800 247987 261229 1190155 21189 18427 23845 298897 12359 374717 6716646 613141 0.55140 0.54250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2822113 99975 61967 289000 2695055 2275035 349369 405209 207500 2822113 1811847 356468 219059 112339 2275035 2100988 245912 -235053 300000 1811847 1.00000 0 0 6439075 2602458 3836617 412188 74952 337236 367059 344976 22083 65695 65695 4261631 1671348 1691500 -20152 -44034 -44034 -64186 1612443 -44034 -44034 1656477 14871 14871 1671348 1676629 0 1676629 14871 14871 1691500 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: EARNINGS ON THE ENDOWMENT FUNDS CAN BE USED TO SUPPORT OPERATIONAL COSTS AT THE DISCRETION OF THE BOARD OF DIRECTORS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE FOUNDATION HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION; HOWEVER, THE FOUNDATION HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE FOUNDATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE OF THE FILING OF THE RELATED RETURN. X X X X X X 1 MIRIAM MAY DBA SMART CONSULTING 29 PARK LANE NEWTON MA 02459 FUNDRAISING & OUTREACH 0 0 97580 -97580 97580 -97580 RACHEL VAN EMON SEE BELOW 43139 SALARY 0 PART IV, COLUMN (B): DIR. ANNUAL CAMPAIGN AND EXT. RELATIONS UNTIL 10/20/11. STEPDAUGHTER OF ROSALIND GORIN, BOARD DIRECTOR. ORGANIZATION'S MISSION & STATEMENT OF EXEMPT PURPOSE FORM 990, PART I, LINE 1 & FORM 990, PART III, LINE 1: HARVARD HILLEL IS THE CATALYST FOR JEWISH LIFE, COMMUNITY AND PERSONAL EXPLORATION AT THIS GREAT UNIVERSITY. OUR PRESSING CHALLENGE IS CENTERED ON STUDENTS' ACTIVE AND SELF-CONSCIOUS CHOICE TO BE JEWISH, TO EXPLORE THE RELEVANCE OF JEWISH TRADITION TO THEIR OWN LIVES, TO BECOME ACTIVE PARTICIPANTS IN A VITAL AND DYNAMIC CULTURE, AND TO CONTRIBUTE WITH FORCE AND VISION BOTH TO THE JEWISH COMMUNITY AND THE WORLD AT LARGE. INHERENT IN THIS CHALLENGE IS THE OPPORTUNITY FOR HILLEL TO CONTRIBUTE TO A RENAISSANCE OF JEWISH LIFE IN AMERICA AND BEYOND. HARVARD HILLEL CONSIDERS EVERY JEWISH STUDENT AS AN ACTOR IN AND AUTHOR OF THE ON-GOING STORY OF THE JEWISH PEOPLE FROM ANCIENT DAYS UNTIL THE PRESENT. OUR MISSION, THEREFORE, IS TO PROVIDE EVERY JEWISH HARVARD STUDENT, WITHOUT REGARD TO IDEOLOGICAL COMMITMENT OR BACKGROUND, APPROPRIATE GROUNDING FOR MAKING MEANINGFUL JEWISH CHOICES IN A COMPLEX AND CHANGING WORLD. WE ARE GUIDED IN THIS ENDEAVOR BY FOUR TENETS: THE CENTRALITY OF EDUCATION: CHOOSING TO BE JEWISH DEPENDS ON JEWISH EDUCATION THAT CHALLENGES THE MIND AND SPEAKS TO THE HEART. AT HARVARD HILLEL, JEWISH EDUCATION TAKES PLACE IN DIFFERENT CONTEXTS AND IS WOVEN INTO A VARIETY OF ACTIVITIES. IN EACH CONTEXT IT STRIVES TO BE SUBSTANTIVE, PASSIONATE, ENGAGING AND JOYFUL. PLURALISM: HARVARD HILLEL BELIEVES THAT CONTINUITY AND CREATIVITY IN JEWISH LIFE DEVELOPS FROM INTERACTION AMONG DIVERSE JEWS AS WELL AS THEIR TRADITIONS AND BELIEFS. PLURALISM AT HARVARD HILLEL MEANS RESPECTING THE SPIRITUAL DIGNITY AND LIFESTYLE OF EVERY JEW, PROVIDING SUPPORT FOR THE EXPRESSION OF DISTINCTIVE VERSIONS OF JUDAISM EACH IN ITS OWN TERMS AND FOSTERING FRIENDSHIP BETWEEN DIFFERENT KINDS OF JEWS. THE DEVELOPMENT OF LEADERS: HARVARD HILLEL WILL EQUIP YOUNG PEOPLE TO PURSUE SOCIAL JUSTICE, TO RESPOND TO THE NEEDS OF OTHERS, TO EXERT A CONSTRUCTIVE INFLUENCE ON THEIR COMMUNITIES AND TO SERVE AS EFFECTIVE LEADERS. OUR APPROACH TO LEADERSHIP EDUCATION INTEGRATES THE VITAL CONTENTS OF THE JEWISH TRADITION, THE EXISTENTIAL AND DEVELOPMENTAL CONCERNS OF YOUNG PEOPLE AND PRACTICAL ISSUES OF LEADERSHIP. DIALOGUE WITH ISRAEL: HARVARD HILLEL WILL FOSTER DIALOGUE WITH ISRAEL TO DEFINE THE JEWISH FUTURE. IN CAMBRIDGE AS WELL AS IN JERUSALEM, DIALOGUE BETWEEN TRADITION AND MODERNITY, THE SECULAR AND THE RELIGIOUS, STIMULATES, CHALLENGES, AND ENRICHES THE SEARCH FOR SELF-UNDERSTANDING AND COLLECTIVE IDENTITY. HARVARD HILLEL ENABLES AND ENCOURAGES ALL STUDENTS TO BE ACTIVELY ENGAGED IN THIS DIALOGUE. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS MAILED TO THE MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD FOR REVIEW AND COMMENT BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C HILLEL FOUNDATION OF CAMBRIDGE HAS A WRITTEN CONFLICT OF INTEREST POLICY. OFFICERS AND TRUSTEES ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. ANY POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE AUDIT COMMITTEE WHICH THEN REPORTS TO THE BOARD THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL FACTS, THE INTERESTED PERSON SHALL, IF PRESENT, LEAVE THE BOARD OR AUDIT COMMITTEE MEETING WHILE THE POTENTIAL CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING AUDIT COMMITTEE OR BOARD MEMBERS BY MAJORITY VOTE SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE AUDIT COMMITTEE OR BOARD MEMBERS DETERMINE BY CONSENSUS THAT A CONFLICT OF INTEREST EXISTS, THE INTERESTED PERSON, IF PRESENT, SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT INVOLVES THE CONFLICT OF INTEREST. A. THE PRESIDENT OR THE CHAIR OF THE AUDIT COMMITTEE SHALL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. B. IF ALTERNATIVES ARE INVESTIGATED PER PARAGRAPH (A) ABOVE, THE BOARD OR AUDIT COMMITTEE SHALL DETERMINE WHETHER HARVARD HILLEL CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. C. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE, THE BOARD OR AUDIT COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN HARVARD HILLEL'S BEST INTEREST AND IS FAIR AND REASONABLE TO HARVARD HILLEL, AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -44,034.