2013-05-10T14:28:13-05:00 2012-06-30 251408703 SCHNEIDER DOWNS & CO INC 1133 PENN AVENUE PITTSBURGH PA 15222 990 2011-07-01 251017602 JEWISH FEDERATION OF GREATER PITTSBURGH JEWI 4126818000 234 MCKEE PLACE PITTSBURGH PA 152133916 JEFFREY FINKELSTEIN 4126818000 2013-05-02 1 SUSAN M KIRSCH P00341397 4122613644 2011 2016-02-24 21:20:13Z JEFFREY FINKELSTEIN 234 MCKEE PLACE PITTSBURGH PA 152133916 83747587 0 X WWW.JFEDPGH.ORG X 1957 PA WE RAISE AND ALLOCATE FUNDS TO BUILD AND STRENGTHEN OUR JEWISH COMMUNITY, CITY, REGION AND WORLD. 42 41 94 653 -2427 -2427 18399719 20750694 1549965 1939673 551350 2845641 0 0 20501034 25536008 11951444 13246305 0 0 3975292 4071634 5115 0 2092926 3228628 4656740 19160479 21974679 1340555 3561329 175583455 177261240 84161047 84556746 91422408 92704494 X THE VISION OF THE JEWISH FEDERATION OF GREATER PITTSBURGH IS A THRIVING, VIBRANT, AND ENGAGED JEWISH COMMUNITY. IN ORDER TO ACCOMPLISH THIS VISION WE RAISE AND ALLOCATE FUNDS AND BUILD COMMUNITY LOCALLY, IN ISRAEL, AND AROUND THE WORLD. 0 0 18814361 13276305 1939673 THE JEWISH FEDERATION OF GREATER PITTSBURGH IS ONE OF THE OLDEST AND LARGEST PHILANTHROPIES IN WESTERN PENNSYLVANIA. SINCE 1912, THE FEDERATION HAS FUNDED PROGRAMS THAT SUPPORT HEALTH, SOCIAL SERVICE, EDUCATIONAL AND JEWISH CONTINUITY NEEDS IN PITTSBURGH, ISRAEL AND THROUGHOUT THE WORLD. FINANCIAL RESOURCE DEVELOPMENTOPERATING UNDER A HOLISTIC APPROACH TO FUNDRAISING - THE CENTER FOR JEWISH PHILANTHROPY MODEL - THE FEDERATION MET VITAL SOCIAL SERVICE, HEALTH, AND EDUCATIONAL NEEDS BY ALLOCATING FUNDING PROVIDED THROUGH THE CENTENNIAL YEAR ANNUAL CAMPAIGN, THE JEWISH COMMUNITY FOUNDATION, GOVERNMENT RELATIONS, SUPPLEMENTAL GIFTS, CORPORATE GIFTS, AND THE JEWISH HEALTHCARE FOUNDATION. OVERALL, $22.2 MILLION WAS DONATED TO THE JEWISH FEDERATION OF GREATER PITTSBURGH THIS YEAR, AN INSPIRATIONAL ACCOMPLISHMENT TO CARE FOR THOSE IN NEED.THE ANNUAL CAMPAIGN RAISED MORE THAN $13 MILLION, THE HIGHEST EVER IN OUR HISTORY. THE CAMPAIGN WELCOMED ONE NEW PRIME MINISTERS SOCIETY-LEVEL DONOR ($100,000), FIVE NEW KING DAVID SOCIETY LEVEL DONORS ($25,000), AND 19 NEW PRESIDENT'S DIVISION DONORS ($10,000). PITTSBURGH ADDED FOUR NEW MEMBERS - BRINGING OUR TOTAL TO 11 - TO THE JEWISH FEDERATIONS OF NORTH AMERICA'S NATIONAL YOUNG LEADERSHIP CABINET (NYLC). THESE DONORS - AGES 30-45 - GIVE A MINIMUM OF $5,000 PER YEAR TO THE ANNUAL CAMPAIGN DURING THEIR SIX-YEAR POSTS. NYLC ALUMNI ARE AMONG THE TOP LEADERSHIP OF THE PITTSBURGH FEDERATION AND ARE TRAINED TO BE THE LEADERS OF, NOT ONLY THE FEDERATION, BUT THE JEWISH COMMUNITY AS A WHOLE.THE FOUNDATION RAISED MORE THAN $8.4 MILLION THIS YEAR AND CURRENTLY STANDS AT MORE THAN $150 MILLION IN TOTAL ASSETS IN 943 FUNDS. THE FOUNDATION'S CENTENNIAL FUND FOR A JEWISH FUTURE - WHICH WORKS TO TRANSFORM OUR COMMUNITY INTO ONE IN WHICH LEARNING, PARTICIPATION, AND STRONG IDENTITY IS THE RULE RATHER THAN THE EXCEPTION - EXCEEDED $17.5 MILLION. WITH ITS STRATEGIC FOCUS ON ISRAEL EXPERIENCES FOR YOUTH, JEWISH EDUCATION AND JEWISH CAMPING - THE THREE AREAS SHOWN TO HAVE THE GREATEST AND MOST ENDURING IMPACT ON BUILDING JEWISH IDENTITY - CFJF HAS ALREADY MADE AN ENORMOUS IMPACT ON HUNDREDS OF LOCAL INDIVIDUALS AND FAMILIES.SOME 600 PEOPLE ATTENDED SHALOM PITTSBURGH SPONSORED EVENTS DURING 2011-2012, AT LEAST 250 OF THEM NEW TO THE FEDERATION. SHALOM PITTSBURGH, THE OUTREACH ARM OF THE YOUNG ADULT DIVISION, COLLABORATED WITH SEVERAL COMMUNITY ORGANIZATIONS ON THE APPLES & HONEY FALL FESTIVAL, WHICH ATTRACTED MORE THAN 200 PEOPLE FOR AN AFTERNOON OF SHOFAR MAKING, CRAFTS, APPLE AND HONEY TASTINGS, CANDLE MAKING, AND MORE. THE LARGEST EVENT OF THE YEAR, THE ANNUAL VODKA AND LATKE PARTY, WAS THE MOST SUCCESSFUL CHANUKAH PARTY TO DATE, ATTRACTING OVER 300 PEOPLE. MORE THAN 85 PEOPLE ATTENDED THE ANNUAL SPRING PARTY.COMMUNITY BUILDINGTHE FEDERATION HAS A 100-YEAR HISTORY OF INVESTING IN JEWISH COMMUNAL NEEDS ACROSS PITTSBURGH. BY PROVIDING ESSENTIAL OPERATING FUNDING, LEADING COMMUNITY-WIDE PLANNING EFFORTS, FOSTERING PARTNERSHIPS, AND SUPPORTING BEST BUSINESS PRACTICES, THE FEDERATION WORKS TO ENSURE THAT A NETWORK OF HIGH-QUALITY AGENCIES AND PROGRAMS ARE IN PLACE TO MEET THE CHALLENGING AND CHANGING NEEDS OF THE GREATER PITTSBURGH COMMUNITY.SHARPENING MINDS AND BODIESAGEWELL PITTSBURGH'S NEW BRAIN BUILDERS COACHING PROGRAM IS HELPING LOCAL SENIORS ADDRESS MEMORY LOSS AND MAINTAIN A HEALTHY LIFESTYLE THROUGH SOCIALIZATION, PHYSICAL EXERCISE, AND EXERCISES THAT STIMULATE THE BRAIN. THE INNOVATIVE PROGRAM HELPS SENIORS MAINTAIN THEIR BRAIN HEALTH BY ESTABLISHING A PLAN OF COGNITIVELY STIMULATING ACTIVITIES CONSISTING OF A MIX OF CLASSES, ACTIVITIES AND EVENTS AT VARIOUS LOCATIONS THROUGHOUT THE COMMUNITY. A PARTNERSHIP BETWEEN JEWISH FAMILY & CHILDREN'S SERVICE AND THE JEWISH COMMUNITY CENTER, THIS UNIQUE PROGRAM WAS EXPANDED AND RE-LAUNCHED THIS PAST YEAR WITH DONOR SUPPORT SECURED THROUGH THE FEDERATION'S CENTER FOR JEWISH PHILANTHROPY.HELPING SENIORS STAY INDEPENDENTTHE JEWISH ASSOCIATION ON AGING HAS LAUNCHED A CARE NAVIGATOR PROGRAM TO ASSIST OLDER ADULTS AS THEY MOVE THROUGHOUT THE SPECTRUM OF SENIOR SERVICES. THE GOAL IS TO HELP THOSE WHO HAVE RECENTLY BEEN DISCHARGED FROM THE HOSPITAL GET THE CARE THEY NEED IN THE COMMUNITY, SO THEY DO NOT HAVE TO GO BACK TO THE HOSPITAL. THIS NEW PROGRAM WAS MADE POSSIBLE WITH DONOR SUPPORT SECURED THROUGH THE FEDERATION'S CENTER FOR JEWISH PHILANTHROPY.A NEW SPECIAL-NEEDS CAMP COMES TO PITTSBURGHJEWISH FAMILY & CHILDREN'S SERVICE LAUNCHED A NEW CAMP FOR KIDS WITH MILD TO MODERATE SOCIAL AND EMOTIONAL CHALLENGES. THE SEVEN-WEEK PROGRAM PROVIDES 6 - TO 18-YEAR-OLDS WITH A SUPPORTIVE ENVIRONMENT TO HELP THEM LEARN SKILLS TO SUCCEED IN SCHOOL AND IN LIFE. THIS PARTNERSHIP WITH QUEST THERAPEUTIC CAMPS REPRESENTS THE KIND OF INNOVATIVE PARTNERSHIP THAT ALLOWS OUR SOCIAL SERVICE AGENCIES TO CONTINUE TO GROW AND MEET NEW NEEDS DESPITE A VERY CHALLENGING FUNDING ENVIRONMENT.FIRST BOOKS ARE JEWISH BOOKSTHIS YEAR, PITTSBURGH'S PJ LIBRARY, THE ACCLAIMED JEWISH CHILDREN'S BOOK GIFTING PROGRAM, RECEIVED ITS 1,000TH SUBSCRIBER, 18-MONTH-OLD RAFAEL. PJ LIBRARY SENDS OUT HIGH QUALITY, AGE APPROPRIATE JEWISH CHILDREN'S BOOKS EVERY MONTH TO PARTICIPATING FAMILIES IN COMMUNITIES ACROSS NORTH AMERICA. THESE BOOKS HELP FAMILIES EXPLORE THE TIMELESS CORE VALUES OF JUDAISM AND TRANSMIT THESE VALUES TO A NEW GENERATION. IN CELEBRATION OF ITS 1,000TH SUBSCRIBER, RAFAEL WAS PRESENTED WITH A CERTIFICATE AT THE MONTHLY PJ LIBRARY STORYTIME.YOUNG ADULTS TRAVEL TO ISRAEL IN RECORD NUMBERSTHIS YEAR, THE FEDERATION HELPED SEND A RECORD NUMBER OF TEENS AND YOUNG ADULTS TO ISRAEL. THIS AMAZING GROWTH IN ISRAEL TRAVEL WAS MADE POSSIBLE IN PART THROUGH THE CENTENNIAL MEGA MISSION TO ISRAEL, A SIGNIFICANT INCREASE IN THE NUMBER OF NEEDS-BASED SCHOLARSHIPS MADE AVAILABLE THROUGH FEDERATION, AND A NEW PILOT PROGRAM WITH THE JEWISH AGENCY FOR ISRAEL AIMED AT YOUNG ADULTS. THIS PROGRAM, ONWARD ISRAEL, OFFERS RESUME BUILDING OPPORTUNITIES - INTERNSHIPS, SERVICE LEARNING, ACADEMIC STUDY, AND FELLOWSHIPS - PROVIDING A GLOBAL, CROSS-CULTURAL EXPERIENCE IN ISRAEL AND DIRECT CONTACT WITH ISRAELI PEERS.DILLER TEENS MAKING A DIFFERENCETHE DILLER TEEN LEADERSHIP PROGRAM ENGAGED 20 LOCAL TEENS AND 20 ISRAELI TEENS FROM OUR PARTNERSHIP2GETHER CITY AND REGION IN ISRAEL, KARMIEL AND MISGAV, IN A YEAR-LONG PROGRAM THAT INCLUDES COMMUNITY SERVICE, LEADERSHIP TRAINING, AND TWO CULTURAL EXCHANGES. THIS YEAR, FOR THE SECOND TIME, PITTSBURGH TEENS LED A MODEL PASSOVER SEDER FOR RESIDENTS OF RIVERVIEW TOWERS DURING A VISIT FROM THE ISRAELI TEENS. DILLER TEENS SPEND THE YEAR EXPLORING THE DILLER CORE VALUES OF EXCELLENCE, PLURALISM, RESPONSIBILITY, PARTNERSHIP, AND PEOPLEHOOD.THE HOLOCAUST CENTER OF PITTSBURGHTHE HOLOCAUST CENTER REACHED NEARLY 40,000 PEOPLE THROUGH THE EXHIBIT "BESA: ALBANIAN MUSLIMS WHO SAVED JEWS." AT THE ANNUAL KRISTALLNACHT COMMEMORATION, THE CENTER EXPLORED THE RARELY-TOLD STORIES OF MUSLIMS IN NORTH AFRICA WHO RESCUED JEWS DURING WWII. AND A THOUSAND MIDDLE AND HIGH SCHOOL STUDENTS FROM SCHOOLS AS FAR AWAY AS LATROBE PARTICIPATED IN THE CENTER'S ANNUAL ARTS AND WRITING SEMINAR WHILE HUNDREDS ENTERED ITS ARTS AND WRITING COMPETITION.PARTNERSHIP 2GETHERTHANKS TO AN EXTENSIVE RENEWAL PROCESS, CONNECTIONS BETWEEN PITTSBURGH'S JEWISH COMMUNITY AND ITS PARTNER REGION IN ISRAEL - KARMIEL AND MISGAV - ARE STRONGER THAN EVER. LAST YEAR, 290 PEOPLE FROM PITTSBURGH CELEBRATED THIS RELATIONSHIP WITH EVENTS AND EXCHANGES OVER THREE DAYS OF THE CENTENNIAL MEGA MISSION TO ISRAEL. THESE STRONG TIES ALSO CONTRIBUTED TO THE PITTSBURGH BALLET THEATRE'S PARTICIPATION IN THE 25TH ANNUAL KARMIEL DANCE FESTIVAL, WHICH MARKED THE PBT'S FIRST INTERNATIONAL TRIP IN NEARLY 20 YEARS.JFILM: THE PITTSBURGH JEWISH FILM FORUMJFILM PRESENTS MOVIES AND GUEST ARTISTS FROM AROUND THE WORLD ON A YEAR-ROUND SCHEDULE FOR THE PURPOSE OF EXPLORING AND CELEBRATING JEWISH CULTURE. OVER 7,000 PEOPLE ATTENDED JFILM EVENTS, INCLUDING ITS 19TH ANNUAL FILM FESTIVAL THIS SPRING, WHERE 20 FILMS FROM EIGHT COUNTRIES WERE SCREENED. TEEN SCREEN, A PROGRAM THAT OFFERS FREE SCREENINGS OF HOLOCAUST FILMS TO MIDDLE AND HIGH-SCHOOL CLASSES, ATTRACTED OVER 3,800 STUDENTS AND TEACHERS FROM 45 SCHOOLS TO WATCH THESE COMPELLING FILMS AND SHARE THEIR IMPRESSIONS AFTERWARD. JFILM ALSO PRESENTED THE FIRST ROBINSON INTERNATIONAL SHORT FILM COMPETITION HONORING INDEPENDENT FILMMAKERS AND THE MEMORY OF SANFORD N. ROBINSON, SR. ENTRIES WERE RECEIVED FROM ALL OVER THE WORLD AND THREE DIRECTORS WERE AWARDED $16,000 IN CASH PRIZES. 18814361 1 1 0 1 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 32 0 1 94 1 1 1 1 CJ 0 0 0 0 0 0 0 0 X 42 41 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X X MILO AVERBACH 4126818000 234 MCKEE PLACE PITTSBURGH PA 15213 DAVID AINSMAN 0.50 X 0 0 0 SUSAN BERMAN 0.50 X 0 0 0 DAVID BURSTIN 0.50 X 0 0 0 GAIL CHILDS 0.50 X 0 0 0 MILTON EISNER 0.50 X 0 0 0 NANCY ELMAN 0.50 X 0 0 0 JEFFREY FREEDMAN 0.50 X 0 0 0 GEOFFREY GERBER 0.50 X 0 0 0 PETER GORDON 0.50 X 0 0 0 RABBI ALEX GREENBAUM 0.50 X 0 0 0 DAVID GRUBMAN 0.50 X 0 0 0 ALAN R GUTTMAN 0.50 X 0 0 0 EVAN INDIANER 0.50 X 0 0 0 MICHAEL JACOBS 0.50 X 0 0 0 JUDITH KANAL 0.50 X 0 0 0 GERRI KAY 0.50 X 0 0 0 MATTHEW KELLER 0.50 X 0 0 0 MAUREEN KELLY BUSIS 0.50 X 0 0 0 MACY KISILINSKY 0.50 X 0 0 0 JEFFREY MARKEL 0.50 X 0 0 0 CHERYL MOORE 0.50 X 0 0 0 LAURIE MOSER 0.50 X 0 0 0 CHARLES PERLOW 0.50 X 0 0 0 CHARLES SAUL 0.50 X 0 0 0 CAROLE SCHUMAN 0.50 X 0 0 0 LORI SHURE 0.50 X 0 0 0 NORMA SOBEL 0.50 X 0 0 0 ANDREW STEWART 0.50 X 0 0 0 DAVID SUFRIN 0.50 X 0 0 0 HOWARD VALINSKY 0.50 X 0 0 0 GREGORY WEINGART 0.50 X 0 0 0 KAREN WOLK FEINSTEIN 0.50 X 0 0 0 WILLIAM RUDOLPH 5.00 X X 0 0 0 LOUIS B PLUNG 20.00 X X 0 0 0 EILEEN L LANE 15.00 X X 0 0 0 DOUGLAS OSTROW 15.00 X X 0 0 0 CYNTHIA D SHAPIRA 15.00 X X 0 0 0 MERYL K AINSMAN 5.00 X X 0 0 0 ELLEN P KESSLER 5.00 X X 0 0 0 JAMES P WAGNER 5.00 X X 0 0 0 EDGAR SNYDER 5.00 X X 0 0 0 JEFFREY FINKELSTEIN 50.00 X X 304323 0 37036 BRIAN EGLASH 50.00 X 196403 0 32199 MILO AVERBACH 50.00 X 120496 0 10855 DANIEL BRANDEIS 50.00 X 154011 0 14608 DEBORAH BARON 50.00 X 125770 0 27599 ROBERT J ANTONELLI 50.00 X 103349 0 11441 1004352 0 133738 6 0 1 0 FIDUCIARY TECHNOLOGY PARTNERS 555 FIFTH AVENUE NEW YORK NY 10017 FOUNDATION ADMINISTRATION 555836 MIZRAHI DESIGN ASSOCIATES 650 SMITHFIELD STREET SUITE 1525 PITTSBURGH PA 15222 MARKETING/ ADVERTISING SVCS 110961 2 277510 431639 20041545 2701538 20750694 OUTREACH EVENTS 900099 1828989 1828989 FILM FESTIVAL 900099 110684 110684 1939673 1938674 -2427 1941101 59118546 58211579 906967 906967 906967 25536008 1939673 -2427 2848068 12555041 12555041 691264 691264 978991 430071 181113 367807 2260150 1102892 447742 709516 157371 69133 29114 59124 463044 196447 98591 168006 212078 93166 39234 79678 16775 8151 8624 32180 32180 266465 266465 643836 643836 193308 182074 3389 7845 198562 83311 38026 77225 378852 275274 33982 69596 78866 34646 14590 29630 95995 76307 6496 13192 718913 532600 32408 153905 83779 83779 328220 144187 60721 123312 39538 17369 7315 14854 MISSIONS 1060404 1060404 OTHER 222254 209483 12771 FUNDRAISING EXPENSE 176395 176395 BLDG SUPPLIES & MAINT. 92645 40699 17140 34806 29753 17762 3956 8035 21974679 18814361 1067392 2092926 1402427 2174556 882024 3607485 20345846 18675319 7519505 4769659 157502 58609 3507216 2943701 533887 563515 130376362 134532934 14033396 12569342 332506 309821 175583455 177261240 1446700 1317524 18837381 17017381 55194231 60700509 8682735 5521332 84161047 84556746 X 35501908 34014494 29874300 30067000 26046200 28623000 91422408 92704494 175583455 177261240 X 3561329 -2279243 X X 0 1 1 X 0 X 20493994 14385253 15407038 18339719 20750694 89376698 20493994 14385253 15407038 18339719 20750694 89376698 5681212 83695486 4239807 2680849 1693637 1931086 1938674 12484053 101860751 7685837 0.82170 0.83150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 266465 266465 21708214 21974679 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 252274 255620 257308 266465 1031667 250000 250000 250000 250000 1000000 1500000 311 3309462 3913069 26830080 1 1 0 1 66186000 4583000 281000 3774000 67276000 55677000 3271000 10381000 3143000 66186000 51899000 1633000 5124000 2979000 55677000 63694000 2743000 -10454000 4084000 51899000 0.12670 0.42550 0.44780 0 0 192869 192869 1959876 1642821 317055 1354471 1300880 53591 563515 INVESTMENTS IN LTD PARTNERSHIPS 10401148 F ISRAEL BONDS 1938525 F BENEFICIAL INTEREST IN TRUSTS 229669 F 12569342 OTHER LIABILITIES 1203579 AMOUNTS HELD IN TRUST FOR OTHERS 4317753 5521332 PART IV, LINE 2B: AGENCY FUNDS HELD INCLUDE AMOUNTS HELD BY THE JEWISH FEDERATION OF GREATER PITTSBURGH FOR VARIOUS JEWISH COMMUNITY AGENCIES THAT ARE POOLED WITH OTHER FEDERATION FUNDS FOR INVESTMENT PURPOSES AND INCLUDES AMOUNTS FROM DONORS WITH A STIPULATED BENEFICIARY. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FEDERATION'S ENDOWMENT CONSISTS OF VARIOUS INVESTMENT FUNDS ESTABLISHED PRIMARILY FOR SUPPORT OF THE FEDERATION'S MISSION. ITS ENDOWMENT INCLUDES DONOR-RESTRICTED AS WELL AS BOARD-DESIGNATED ENDOWMENT FUNDS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE FEDERATION TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE BOARD OF DIRECTORS OF THE FEDERATION HAS ELECTED TO BE GOVERNED BY PROVISIONS OF THE COMMONWEALTH OF PENNSYLVANIA'S ACT 141 (ACT 141), WHICH PERMITS A TOTAL RETURN POLICY ALLOWING A NONPROFIT TO CHOOSE TO TREAT A PERCENTAGE OF THE AVERAGE MARKET VALUE OF THE ENDOWMENT'S PERMANENTLY RESTRICTED INVESTMENTS AS INCOME EACH YEAR. PENNSYLVANIA LAW PERMITS A PERCENTAGE NOT LESS THAN 2% AND NOT MORE THAN 7%. HOWEVER, THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE ASSETS MUST BE TAKEN INTO CONSIDERATION WHEN THE BOARD OF DIRECTORS ELECTS THE AMOUNT. IN ACCORDANCE WITH ACT 141, THE FEDERATION ANNUALLY TRANSFERS THE APPROVED SPENDING RATE OF THE PREVIOUS THREE YEARS' MARKET VALUE AVERAGE OF THE ENDOWMENT FUND OR OTHER SPENDING PROVISIONS BY THE DONOR. THIS PERCENTAGE IS APPLIED TO A THREE-YEAR AVERAGE MARKET VALUE OF THE INVESTMENTS AT DECEMBER 31ST OF THE PREVIOUS YEAR. THE FEDERATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT. EARNINGS ON THESE GIFTS ARE ACCUMULATED IN TEMPORARILY RESTRICTED NET ASSETS. THE FEDERATION CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO SET A SPENDING RATE: 1. PROTECTING THE CORPUS OF THE ENDOWMENT FUND. 2. PRESERVING THE SPENDING POWER OF THE ASSETS. 3. OBTAINING MAXIMUM INVESTMENT RETURN WITH REASONABLE RISK AND OPERATIONAL CONSIDERATION. 4. COMPLYING WITH APPLICABLE LAWS AND DONOR RESTRICTIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FEDERATION FOLLOWS THE CODIFICATION TOPIC ON INCOME TAXES. THE TOPIC PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN FINANCIAL STATEMENTS. THE FEDERATION'S COMBINED STATEMENTS OF FINANCIAL POSITION AT JUNE 30, 2012 AND 2011 DO NOT INCLUDE ANY LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS; FURTHER, THE FEDERATION HAS NO UNRECOGNIZED TAX BENEFITS. THE FEDERATION BELIEVES THAT IT IS NO LONGER SUBJECT TO EXAMINATION OF ITS TAX RETURNS FOR YEARS BEFORE 2009. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 8109620 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES MISSION TRIPS 1031300 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES MISSION TRIPS 29104 0 0 0 0 0 0 9170024 0 9170024 1 0 0 0 1 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: THE VISION OF THE JEWISH FEDERATION OF GREATER PITTSBURGH IS TO HAVE A THRIVING, VIBRANT, AND ENGAGED JEWISH COMMUNITY. IN ORDER TO ACCOMPLISH THIS WE RAISE AND ALLOCATE FUNDS AND BUILD COMMUNITY LOCALLY, IN ISRAEL, AND AROUND THE WORLD. AS THE PREEMINENT RESOURCE FOR ALL DONOR AND PROVIDER SERVICES IN PHILANTHROPY, THE JEWISH FEDERATION OF GREATER PITTSBURGH IS AT THE HEART OF JEWISH GIVING. GIVING CARE TO THOSE IN NEED, GIVING DEEPER ENGAGEMENT IN QUALITY OF LIFE, AND GIVING STRENGTH TO THE COMMUNITY, IN PITTSBURGH, ISRAEL AND AROUND THE WORLD. SINCE 1912, THE FEDERATION HAS FUNDED PROGRAMS THAT CARE FOR PEOPLE AT EVERY STAGE OF LIFE - STRENGTHENING COMMUNITY, PROVIDING LEADERSHIP AND NURTURING THE LEADERS OF TOMORROW. DURING THE FISCAL YEAR ENDED JUNE 30, 2012 GRANTS WERE DISBURSED THROUGHOUT THE COMMUNITY IN FURTHERANCE OF THE ORGANIZATION'S MISSION WHICH SPECIFICALLY INCLUDES BUILDING COMMUNITY IN ISRAEL. THE ORGANIZATION DISTRIBUTED APPROXIMATELY $1,793,000 IN FUNDS TO DOMESTIC TAX EXEMPT ORGANIZATIONS TO PROVIDE CORE FUNDING FOR THE JEWISH AGENCY FOR ISRAEL, AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE IN ADDITION TO CONNECT AND INSPIRE AND FIGHTING GLOBAL POVERTY PROGRAM FUNDING. ADDITIONAL DISTRIBUTIONS APPROXIMATING $2,618,000 WERE MADE TO DOMESTIC NON-PROFITS IN SUPPORT OF WORLD JEWRY ACTIVITIES. IN ALL OF THESE INSTANCES, THE ORGANIZATION EXERCISED DUE DILIGENCE TO ENSURE THAT EACH OF THE RECIPIENTS WERE RECOGNIZED AS PUBLIC CHARITIES BY THE IRS AND THAT THE FUNDS WERE USED IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT PURPOSE. THE ORGANIZATION DID NOT RETAIN VARIANCE POWER OVER THESE GIFTS. ACCORDINGLY, THESE GRANTS WERE EXPENSED UPON AWARD AND REPORTED ON SCHEDULE I. 1 ABRAHAM FUND INC 9 EAST 45TH STREET NEW YORK NY 10017 133556715 501(C)(3) 11000 N/A N/A PROGRAM SUPPORT ABRAHAM JOSHUA HESCHEL SCHOOL 20 W END AVE NEW YORK NY 10023 133091539 501(C)(3) 5000 N/A N/A TO SUPPORT EDUCATION ADAT SHALOM CONGREGATION 368 GUYS RUN ROAD CHESWICK PA 150249463 251753756 501(C)(3) 16258 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION AGENCY FOR JEWISH LEARNING 2740 BEECHWOOD BLVD PITTSBURGH PA 15217 251418766 501(C)(3) 1105176 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE ALEPH INSTITUTE 5804 BEACON STREET PITTSBURGH PA 15217 251784239 501(C)(3) 8530 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION AMERICAN CIVIL LIBERTIES UNION 313 ATWOOD STREET PITTSBURGH PA 15213 136213516 501(C)(3) 26920 N/A N/A PROGRAM SUPPORT AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE 633 THIRD AVENUE NEW YORK NY 10017 131623886 501(C)(3) 25100 N/A N/A TO SUPPORT EDUCATION AND SCIENTIFIC RESEARCH AMERICAN FRIENDS OF HEBREW UNIVERSITY ONE BATTERY PARK PLACE 25TH FLOOR NEW YORK NY 10004 131568923 501(C)(3) 7638 N/A N/A TO SUPPORT EDUCATION AND SCIENTIFIC RESEARCH AMERICAN FRIENDS OF LEKET ISRAEL PO BOX 2990 TEANECK NJ 07666 208202424 501(C)(3) 39500 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE AMERICAN FRIENDS OF ORR SHALOM 25 WEST 45TH STREET NEW YORK NY 10036 133502817 501(C)(3) 13000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 711 THIRD AVENUE NEW YORK NY 10017 131656634 501(C)(3) 372026 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE FLOOR 9 NEW YORK NY 101583560 131818723 501(C)(3) 6781 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE BETH EL CONGREGATION 1900 COCHRAN ROAD PITTSBURGH PA 15220 251253645 501(C)(3) 21691 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION BETH SHALOM CONGREGATION 5915 BEACON STREET PITTSBURGH PA 152172099 251031920 501(C)(3) 36924 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION BETHLEHEM HAVEN 905 WATSON STREET PITTSBURGH PA 15219 251436685 501(C)(3) 6050 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE BIRTHRIGHT ISRAEL FOUNDATION PO BOX 5892 HICKSVILLE NY 118025892 134092050 501(C)(3) 75052 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE B'NAI B'RITH YOUTH ORGANIZATION 5738 DARLINGTON ROAD PITTSBURGH PA 152171512 237122572 501(C)(3) 7960 N/A N/A TO SUPPORT JEWISH EDUCATION B'NAI BRITH YOUTH ORGANIZATION 2020 K STREET NW 7TH FLOOR WASHINGTON DC 20006 311794932 501(C)(3) 11067 N/A N/A TO SUPPORT JEWISH EDUCATION CARNEGIE INSTITUTE 4400 FORBES AVENUE PITTSBURGH PA 15213 250965280 501(C)(3) 64380 N/A N/A TO SUPPORT EDUCATION CHABAD OF CARNEGIE MELLON UNIVERSITY INC 5120 BEELER ST PITTSBURGH PA 15217 264754859 501(C)(3) 8175 N/A N/A TO SUPPORT EDUCATION CHABAD OF FOX CHAPEL 1343 OLD FREEPORT ROAD PITTSBURGH PA 15238 020679892 501(C)(3) 7458 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION CHABAD OF THE SOUTH HILLS 1701 MCFARLAND ROAD PITTSBURGH PA 152161812 251831536 501(C)(3) 7746 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION CHAUTAUQUA INSTITUTE PO BOX 1095 CHAUTAUQUA NY 147229981 160758844 501(C)(3) 8000 N/A N/A TO SUPPORT CULTURE AND ARTS CHILDRENS HOSPITAL OF PITTSBURGH FOUNDATION ONE CHILDRENS HOSPITAL DRIVE CENTRAL PLANT FL 3 PITTSBURGH PA 152241342 251865744 501(C)(3) 14130 N/A N/A TO SUPPORT HEALTH CARE COMMUNITY DAY SCHOOL 6424 FORWARD AVENUE PITTSBURGH PA 15217 250969468 501(C)(3) 330404 N/A N/A TO SUPPORT JEWISH EDUCATION CONGREGATION POALE ZEDECK 6318 PHILLIPS AVENUE PITTSBURGH PA 15217 251007932 501(C)(3) 11020 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION CONGREGATION RODEPH SHALOM 615 N BROAD STREET PHILADELPHIA PA 191232495 231365228 501(C)(3) 6000 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION EAST END COOPERATIVE MINISTRY 250 N HIGHLAND AVENUE PITTSBURGH PA 15206 231722988 501(C)(3) 10411 N/A N/A TO SUPPORT HEALTH & SPECIAL NEEDS EMMA KAUFMANN CAMP 5738 FORBES AVENUE PITTSBURGH PA 15217 251094514 501(C)(3) 8000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE EVERETT JEWISH LIFE CENTER 36 MASSEY AVENUE PO BOX 315 CHAUTAUQUA NY 14722 208670353 501(C)(3) 6250 N/A N/A TO SUPPORT JEWISH EDUCATION EYE AND EAR FOUNDATION INC 203 LOTHROP STREET S119-BST PITTSBURGH PA 15213 251439732 501(C)(3) 12500 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE FRIENDSHIP CIRCLE 5872 NORTHUMBERLAND STREET PITTSBURGH PA 15217 208950616 501(C)(3) 31357 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE GREATER PITTSBURGH COMMUNITY FOOD BANK ONE NORTH LINDEN DUQUESNE PA 15110 251420599 501(C)(3) 5625 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE GWEN'S GIRLS INCORPORATED 7230 MCPHERSON BLVD PITTSBURGH PA 15208 753114136 501(C)(3) 5000 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION HADASSAH 50 W 58TH STREET NEW YORK NY 10019 236446229 501(C)(3) 8437 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION HADASSAH 1824 MURRAY AVENUE PITTSBURGH PA 15217 251010299 501(C)(3) 8278 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE HAR ZION TEMPLE 1500 HAGYS FORD ROAD PENN VALLEY PA 19072 231365242 501(C)(3) 5000 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION HEBREW FREE LOAN ASSOCIATION 4307 MURRAY AVENUE PITTSBURGH PA 15217 256001687 501(C)(3) 16616 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE HILLEL ACADEMY OF PITTSBURGH 5685 BEACON STREET PITTSBURGH PA 15217 251067130 501(C)(3) 240072 N/A N/A TO SUPPORT JEWISH EDUCATION HILLEL JEWISH UNIVERSITY CENTER 4607 FORBES AVENUE PITTSBURGH PA 15213 256065236 501(C)(3) 329361 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 843 W PENSACOLA ST TALLAHASSEE FL 32304 596194457 501(C)(3) 5000 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION ISRAEL CHILDREN'S CENTER 3275 WEST HILLSBORO BLVD DEERFIELD BEACH FL 33442 132961273 501(C)(3) 49375 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH AGENCY FOR ISRAEL 633 THIRD AVENUE 21ST FLOOR NEW YORK NY 10017 230053483 501(C)(3) 58002 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH ASSISTANCE FUND PO BOX 8197 PITTSBURGH PA 15217 251512726 501(C)(3) 47458 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH ASSOCIATION ON AGING 200 JHF DRIVE PITTSBURGH PA 15217 251720606 501(C)(3) 389973 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH CEMETARY AND BURIAL ASSOCIATION PO BOX 81863 PITTSBURGH PA 15217 251692278 501(C)(3) 18512 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH COMMUNITY CENTER 5738 FORBES AVENUE BARTLETT STREET PA 152171596 251094514 501(C)(3) 1164157 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH COMMUNITY CENTER OF THE GREATER PALM BEACHES 8500 JOG ROAD BOYNTON BEACH FL 33472 591582799 501(C)(3) 26000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH FAMILY & CHILDREN'S SERVICE 5743 BARTLETT STREET PITTSBURGH PA 15217 250965407 501(C)(3) 988585 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH FEDERATION OF GREATER WASHINGTON 6101 MONTROSE ROAD ROCKVILLE MD 20852 530212445 501(C)(3) 27500 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH FEDERATION OF METROPOLITAN CHICAGO 30 SOUTH WELLS NO 4049 CHICAGO IL 60606 362167761 501(C)(3) 5000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH FEDERATION OF PALM BEACH COUNTY 4601 COMMUNITY DRIVE WEST PALM BEACH FL 33417 590948696 501(C)(3) 26700 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH HEALTHCARE INTERNATIONAL 1440 SPRING ST NW ATLANTA GA 30309 582584574 501(C)(3) 20000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH NATIONAL FUND 60 REVERE STREET SUITE 840 NORTHBROOK IL 60062 131659627 501(C)(3) 10763 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH PRIMARY DAY SCHOOL AT THENATION'S CAPITAL 6045 SIXTEENTH STREET NW WASHINGTON DC 20011 522115715 501(C)(3) 15000 N/A N/A TO SUPPORT JEWISH EDUCATION JEWISH RESIDENTIAL SERVICES 4905 FIFTH AVENUE SUITE 3 PITTSBURGH PA 15213 251612868 501(C)(3) 143983 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE KOLLEL BAIS YITZCHOK 5808 BEACON STREET PITTSBURGH PA 15217 237055604 501(C)(3) 64629 N/A N/A TO SUPPORT JEWISH EDUCATION KRAVIS CENTER FOR THE PERFORMING ARTS 701 OKEECHOBEE BLVD WEST PALM FL 33401 592245054 501(C)(3) 13500 N/A N/A TO SUPPORT ARTS AND CULTURE LUBAVITCH CENTER 2100 WIGHTMAN STREET PITTSBURGH PA 15217 237240960 501(C)(3) 14640 N/A N/A TO SUPPORT JEWISH EDUCATION LUBAVITCH OF BUCKS COUNTY 25 NORTH STATE STREET NEWTOWN PA 18940 233023618 501(C)(3) 10000 N/A N/A TO SUPPORT JEWISH EDUCATION MAKE-A-WISH FOUNDATION 707 GRANT STREET 37TH FLOOR PITTSBURGH PA 152191916 251464177 501(C)(3) 5771 N/A N/A PROGRAM SUPPORT MILWAUKEE JEWISH FEDERATION 1360 N PROSPECT AVENUE MILWAUKEE WI 53202 390806312 501(C)(3) 20000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE NA'AMAT USA 6328 FORBES AVENUE PITTSBURGH PA 152171785 135590516 501(C)(3) 11704 N/A N/A TO SUPPORT JEWISH EDUCATION NATIONAL DANCE INSTITUTE NEW MEXICO INC 1140 ALTO STREET SANTE FE NM 87501 850431846 501(C)(3) 10000 N/A N/A TO SUPPORT EDUCATION NATIONAL JEWISH CENTER FOR LEARNING AND LEADERSHIP 440 PARK AVENUE SOUTH 4TH FLOOR NEW YORK NY 100168012 237390358 501(C)(3) 10000 N/A N/A TO SUPPORT CULTURE AND ARTS NEW ISRAEL FUND 2100 M STREET NW SUITE 619 WASHINGTON DC 200371269 942607722 501(C)(3) 70000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE PENN STATE HILLEL 117 PASQUERILLA SPIRITUAL CENTER UNIVERSITY PARK PA 16802 256078799 501(C)(3) 32807 N/A N/A TO SUPPORT EDUCATION PENNSYLVANIA JEWISH COALITION 800 NORTH THIRD STREET HARRISBURG PA 17102 232210499 501(C)(3) 15000 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION PITTSBURGH AREA JEWISH COMMITTEE 4905 FIFTH AVENUE PITTSBURGH PA 15213 261341608 501(C)(3) 14786 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE PITTSBURGH CULTURAL TRUST 803 LIBERTY AVENUE PITTSBURGH PA 15222 251469002 501(C)(3) 10400 N/A N/A TO SUPPORT CULTURE AND ARTS PITTSBURGH JEWISH WOMEN'S LEAGUE 5534 FORBES AVENUE PITTSBURGH PA 15217 251830005 501(C)(3) 12536 N/A N/A TO SUPPORT EDUCATION PITTSBURGH OPERA INC 2425 LIBERTY AVENUE PITTSBURGH PA 15222 251073139 501(C)(3) 6000 N/A N/A TO SUPPORT CULTURE AND ARTS PITTSBURGH PROMISE 1901 CENTRE AVENUE SUITE 204 PITTSBURGH PA 15219 261982661 501(C)(3) 6372 N/A N/A TO SUPPORT MISC NON PROFIT PITTSBURGH PUBLIC THEATER OREILLY THEATER 621 PENN AVENUE PITTSBURGH PA 152223204 237398683 501(C)(3) 6100 N/A N/A TO SUPPORT CULTURE AND ARTS PITTSBURGH SYMPHONY 600 PENN AVENUE PITTSBURGH PA 15222 250986052 501(C)(3) 58933 N/A N/A TO SUPPORT CULTURE AND ARTS RAINBOW KITCHEN 135 E 9TH AVENUE HOMESTEAD PA 15120 251476536 501(C)(3) 6000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE RIVERVIEW APARTMENTS INC 52 GARETTA STREET PITTSBURGH PA 15217 256063049 501(C)(3) 166957 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE RODEF SHALOM CONGREGATION 4905 FIFTH AVENUE PITTSBURGH PA 152132953 250979371 501(C)(3) 49537 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION SARASOTA-MANATEE FEDERATION 580 S MC INTOSH RD SARASOTA FL 34232 591227747 501(C)(3) 114325 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE SCLERODERMA FOUNDATION 300 ROSEWOOD DRIVE SUITE 105 DANVERS MA 01923 521375827 501(C)(3) 10000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE SHAARE TORAH CONGREGATION 2319 MURRAY AVENUE PITTSBURGH PA 15217 251024347 501(C)(3) 5620 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION SQUIRREL HILL HEALTH CENTER 200 JHF DRIVE LOWER LEVEL PITTSBURGH PA 15217 201163755 501(C)(3) 35650 N/A N/A TO SUPPORT HEALTH CARE SQUIRREL HILLSHADYSIDEGREENFIELD MEALS ON WHEELS 5505 FORBES AVENUE PITTSBURGH PA 15217 237447812 501(C)(3) 5200 N/A N/A PROGRAM SUPPORT SUSAN G KOMEN BREAST CANCER FOUNDATION - PGH AFFILIATE 1133 S BRADDOCK AVENUE SUITE 1A PITTSBURGH PA 15218 810665396 501(C)(3) 5500 N/A N/A PROGRAM SUPPORT TEMPLE BETH AM 1000 WATKINS AVENUE MONESSEN PA 15062 501(C)(3) 13000 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION TEMPLE DAVID 4415 NORTHERN PIKE MONROEVILLE PA 151462997 256010827 501(C)(3) 6244 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION TEMPLE EMANUEL 1250 BOWER HILL ROAD PITTSBURGH PA 152431381 251029716 501(C)(3) 25503 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION TEMPLE EMANUEL 8844 BURTON WAY BEVERLY HILLS CA 90211 951696713 501(C)(3) 10150 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION TEMPLE OHAV SHALOM 8400 THOMPSON RUN ROAD ALLISON PARK PA 15010 237011722 501(C)(3) 12271 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION TEMPLE SINAI 5505 FORBES AVENUE PITTSBURGH PA 15217 250998186 501(C)(3) 77830 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION THE JEWISH CHRONICLE 5915 BEACON STREET 3RD FLOOR PITTSBURGH PA 15217 251103121 501(C)(3) 5000 N/A N/A OPERATIONAL SUPPORT THE JEWISH FEDERATIONS OF NORTH AMERICA THE MAX M FISHER HEADQUARTERS 25 BROADWAY NEW YORK NY 100041010 131624240 501(C)(3) 4795491 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE THE SCHECHTER INSTITUTES INC BOX 3566 PO BOX 8500 PHILADELPHIA PA 191783566 223342043 501(C)(3) 7257 N/A N/A OPERATIONAL SUPPORT TREE OF LIFE CONGREGATION WILKINS AND SHADY AVENUES PITTSBURGH PA 152171299 250979381 501(C)(3) 44966 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION TUBEROUS SCLEROSIS ALLIANCE 801 ROEDER ROAD SUITE 750 SILVER SPRING MD 20910 521926919 501(C)(3) 8000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE UJA FEDERATION OF NEW YORK 130 E 59TH STREET NEW YORK NY 10022 510172429 501(C)(3) 10000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE UNION FOR REFORM JUDAISM 633 THIRD AVENUE NEW YORK NY 10017 131663143 501(C)(3) 5075 N/A N/A PROGRAM SUPPORT UNITED WAY OF SOUTHWESTERN PA 1250 PENN AVENUE PITTSBURGH PA 152224203 251043578 501(C)(3) 15139 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE UNIVERSITY OF CHICAGO 5801 S ELLIS AVE CHICAGO IL 60637 362177139 501(C)(3) 10000 N/A N/A TO SUPPORT EDUCATION UNIVERSITY OF PITTSBURGH 4200 FIFTH AVENUE PITTSBURGH PA 15260 250965591 501(C)(3) 27886 N/A N/A TO SUPPORT EDUCATION UNIVERSITY OF PITTSBURGH CANCER INSTITUTE 5150 CENTRE AVENUE PITTSBURGH PA 15232 251423657 501(C)(3) 10875 N/A N/A TO SUPPORT EDUCATION UNIVERSITY OF PITTSBURGH MEDICAL CENTER 3600 FORBES AVENUE SUITE 8084 PITTSBURGH PA 15213 250965420 501(C)(3) 11100 N/A N/A TO SUPPORT EDUCATION WINCHESTER THURSTON SCHOOL 555 MOREWOOD AVE PITTSBURGH PA 152132899 251030691 501(C)(3) 38250 N/A N/A TO SUPPORT EDUCATION WQED 4802 FIFTH AVENUE PITTSBURGH PA 15213 251010296 501(C)(3) 8653 N/A N/A TO SUPPORT PUBLIC BROADCASTING YESHIVA SCHOOLS 2100 WIGHTMAN STREET PITTSBURGH PA 152172014 256011064 501(C)(3) 355423 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION 105 0 EDUCATION/TRAVEL SCHOLARSHIPS 401 691264 N/A N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: FOR UNRESTRICTED BLOCK GRANTS TO JEWISH FEDERATION OF GREATER PITTSBURGH'S (FEDERATION) 10 BENEFICIARY AGENCIES, MONITORING IS DONE THROUGH REGULAR AND ONGOING STAFF AND VOLUNTEER COMMUNICATION AND SHARING OF AGENCY-SPECIFIC DOCUMENTATION. FEDERATION STAFF MEET AND COMMUNICATE WITH AGENCY STAFF ON A REGULAR BASIS ABOUT SPECIFIC PROGRAMS AND AGENCY OPERATIONS. FEDERATION AND AGENCY VOLUNTEER LEADERSHIP MEET FOUR TIMES A YEAR TO REVIEW AGENCY PROGRAMS AND PERFORMANCE. AGENCIES PROVIDE REGULAR FINANCIAL REPORTS (AUDITED FINANCIALS, MONTHLY STATEMENTS) AS WELL AS AGENCY-SPECIFIC DOCUMENTATION (E.G., ACCREDITATION APPLICATIONS, CLIENT SATISFACTION SURVEYS, ETC.) AS APPROPRIATE. ANNUALLY, FEDERATION STAFF COMPILES INFORMATION ABOUT AGENCY ACTIVITIES FOR REVIEW BY FEDERATION VOLUNTEER LEADERSHIP TO INFORM FUTURE GRANT MAKING. FOR OTHER FORMS OF FEDERATION GRANT MAKING, REPORTING PROCEDURES VARY BASED ON THE FUNDING PROGRAM, AND THE SIZE AND NATURE OF THE GRANT. IN ALL CASES, RECIPIENT ELIGIBILITY (E.G., 501(C)(3) STATUS IS EVALUATED.) WHERE APPLICABLE, PERFORMANCE ON PAST FUNDING IS ASSESSED. FEDERATION GRANT PROGRAMS REQUIRE RECIPIENTS TO PROVIDE FINAL REPORTS (AND IN SOME CASES, INTERIM REPORTS) THAT DEMONSTRATE QUALITATIVE AND QUANTITATIVE PROGRESS ON STATED OUTCOMES. THE JEWISH FEDERATION OF GREATER PITTSBURGH MAINTAINS TWO SEPARATE SCHOLARSHIP PROGRAMS TO SUPPORT HIGHER EDUCATION AND ISRAEL TRAVEL FOR STUDENTS. HIGHER EDUCATION THE FEDERATION HAS A NUMBER OF SCHOLARSHIP ENDOWMENT FUNDS WHICH PROVIDE SCHOLARSHIPS TO LOCAL JEWISH STUDENTS ENROLLED IN AN ACCREDITED INSTITUTION OF HIGHER EDUCATION. THE GOAL OF THIS PROGRAM IS TO PROVIDE FINANCIAL SUPPORT TO AS MANY DESERVING STUDENTS IN THE COMMUNITY AS POSSIBLE. DEMONSTRATED FINANCIAL NEED IS A PRIMARY CRITERION IN EVALUATING APPLICANTS. FINANCIAL INFORMATION IS CONSIDERED ALONG WITH OTHER PERTINENT FACTS SUCH AS FAMILY SIZE AND NUMBER OF CHILDREN/SIBLINGS IN COLLEGE. THIS PROGRAM IS ADMINISTERED THROUGH THE CENTRAL SCHOLARSHIP PROGRAM OF JEWISH FAMILY AND CHILDREN'S SERVICES OF PITTSBURGH. ISRAEL TRAVEL THE FEDERATION HAS CREATED AN ISRAEL TRAVEL SCHOLARSHIP PROGRAM TO PROMOTE ISRAEL TRAVEL AS PART OF ITS JEWISH CONTINUITY INITIATIVE. THIS PROGRAM IS FUNDED THROUGH THE FEDERATION'S ANNUAL CAMPAIGN AND ENDOWMENT GRANTS. THIS PROGRAM SUPPORTS HIGH SCHOOL AND COLLEGE AGE STUDENTS WHO ARE PERMANENT RESIDENT OF PITTSBURGH AND SURROUNDING AREAS SERVED BY THE JEWISH FEDERATION OF GREATER PITTSBURGH. THE PROGRAM IS MULTI-FACETED, AWARDING BOTH MERIT AND NEED BASED SCHOLARSHIPS BASED ON SPECIFIC TRAVEL AND PROGRAM CRITERIA. THIS PROGRAM IS ADMINISTERED THROUGH AGENCY FOR JEWISH LEARNING. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 JEFFREY FINKELSTEIN 270093 0 30000 0 4230 0 15216 0 21820 0 341359 0 0 0 BRIAN EGLASH 161930 0 30000 0 4473 0 9820 0 22379 0 228602 0 0 0 DANIEL BRANDEIS 134840 0 18500 0 671 0 7701 0 6907 0 168619 0 0 0 DEBORAH BARON 117690 0 7500 0 580 0 6288 0 21311 0 153369 0 0 0 PART I, LINE 1A THE RESPONSIBILITIES OF THE FEDERATION'S PRESIDENT REQUIRE TRAVEL ON VARIOUS OCCASIONS. THE FEDERATION HAS IMPLEMENTED SPOUSAL TRAVEL GUIDELINES TO ENSURE THAT SPOUSAL TRAVEL IS IN FURTHERANCE OF THE FEDERATION'S BUSINESS ACTIVITIES AND MISSION. ALL REIMBURSEMENTS COMPLY WITH THE FEDERATION'S ACCOUNTABLE PLAN. PART I, LINE 7 THE FEDERATION PROVIDES BONUS PAYMENTS BASED ON PERFORMANCE GOALS WHICH ARE REVIEWED AND APPROVED BY THE FEDERATION'S PERSONNEL AND COMPENSATION COMMITTEE. X 127 2701538 FAIR MARKET VALUE 0 0 1 0 ORGANIZATION MISSION STATEMENT FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE VISION OF THE JEWISH FEDERATION OF GREATER PITTSBURGH IS A THRIVING, VIBRANT, AND ENGAGED JEWISH COMMUNITY. IN ORDER TO ACCOMPLISH THIS VISION WE RAISE AND ALLOCATE FUNDS AND BUILD COMMUNITY LOCALLY, IN ISRAEL, AND AROUND THE WORLD. THE JEWISH FEDERATION OF GREATER PITTSBURGH WILL BE ABLE TO PROVIDE THE MOST BENEFIT TO OUR COMMUNITY ONLY IF WE ARE TRUE TO THE FOLLOWING CORE VALUES: 1. WE ARE GUIDED BY THE TEACHINGS OF TORAH INCLUDING, TIKKUN OLAM (REPAIRING THE WORLD), TZEDAKAH (JUSTICE), CHESED (KINDNESS) AND K'LAL YISRAEL (PEOPLEHOOD). 2. WE AIM TO SUSTAIN AND MEANINGFULLY GROW JEWISH IDENTITY, LEADERSHIP & INVOLVEMENT IN OUR COMMUNITY. 3. OUR WORK WILL BE CARRIED OUT WITHIN THE CONTEXT OF COOPERATION AND INCLUSIVENESS. 4. WE RECOGNIZE THE IMPORTANCE OF WORKING IN CONCERT WITH OTHERS. 5. WE RECOGNIZE THE HUMAN DIGNITY OF EVERY INDIVIDUAL IN THE COMMUNITY. 6. WE CARE ABOUT BUILDING A STRONG SENSE OF COMMUNITY WITH PURPOSE AND INVOLVEMENT. 7. WE WILL ESTABLISH PRIORITIES TO ACCOMPLISH OUR VISION AND MISSION. 8. WE VALUE THE BELIEFS AND OPINIONS OF ALL MEMBERS OF OUR COMMUNITY. FORM 990, PART VI, SECTION A, LINE 2 A FAMILY RELATIONSHIP EXISTS BETWEEN ELLEN KESSLER AND CHARLES PERLOW. A BUSINESS RELATIONSHIP EXISTS BETWEEN WILLIAM RUDOLPH AND CHARLES PERLOW. FORM 990, PART VI, SECTION A, LINE 6 A PERSON WHO CONTRIBUTES AT LEAST EIGHTEEN DOLLARS TO THE FEDERATION ON OR BEFORE JUNE 30 OF ANY FISCAL YEAR SHALL BE A MEMBER OF THE FEDERATION FOR AND DURING THE FISCAL YEAR IN WHICH THE CONTRIBUTION IS MADE. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF JEWISH FEDERATION ELECT THREE COMMUNITY REPRESENTATIVES TO THE BOARD OF DIRECTORS FROM A SLATE ADVANCED BY THE NOMINATING COMMITTEE. IN ADDITION, MEMBERS VOTE IN THE ELECTION OF COMMITTEE CHAIRPERSONS IN ACCORDANCE WITH GOVERNING BYLAW PROVISIONS. THE BOARD OF DIRECTORS CONSISTS OF THE FOLLOWING EX-OFFICIO POSITIONS WHO CONSTITUTE "OTHER PERSONS" FOR PURPOSES OF FORM 990 DISCLOSURE: THE CHIEF VOLUNTEER OFFICER OF EACH OF THE ORGANIZATION'S TEN BENEFICIARY AGENCIES, THE CHAIRPERSON AND PRESIDENT OF THE JEWISH HEALTHCARE FOUNDATION, THE CHAIR OF THE GREATER PITTSBURGH RABBINIC ASSOCIATION, TWO PERSONS APPOINTED BY THE CHAIRPERSON OF THE FEDERATION, THREE COMMUNITY MEMBERS ELECTED BY THE MEMBERS AS DESCRIBED ABOVE, AS WELL AS THE CHAIRPERSONS OF EACH COMMITTEE OR SUBCOMMITTEE OF SIGNIFICANT DURATION AND/OR AUTHORITY ESTABLISHED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED IN DETAIL BY INTERNAL FINANCIAL MANAGEMENT, THE PRESIDENT AND THE AUDIT COMMITTEE OF THE FEDERATION. THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE APPROVAL OF THE FORM 990 FILING. THE FORM 990 IS THEN POSTED TO A SECURE WEBSITE ACCESSED BY USER ID AND PASSWORD BY FEDERATION DIRECTORS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE THEIR RELATIONSHIPS TO THE FEDERATION AS WELL AS BETWEEN DIRECTORS ON AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. THE FEDERATION ENSURES 100% RESPONSE RATE ON THE ANNUAL QUESTIONNAIRES. UPON RECEIPT, FEDERATION MANAGEMENT REVIEWS THE QUESTIONNAIRE TO IDENTIFY POTENTIAL CONFLICTS THAT MAY EXIST. IN ADDITION, AS THE FEDERATION ENGAGES IN VARIOUS BUSINESS ACTIVITIES THROUGHOUT THE YEAR, FEDERATION MANAGEMENT AND THE BOARD OF DIRECTORS REFERENCE THE CONFLICT OF INTEREST STATEMENTS TO ENSURE THAT POTENTIAL CONFLICTS ARE IDENTIFIED AND PROPERLY ADDRESSED IN THE BUSINESS DECISION PROCESSES. ALL POTENTIAL CONFLICTS ARE REPORTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE FEDERATION'S COMPENSATION PRACTICES ARE ADMINISTERED BY A VOLUNTEER COMPENSATION COMMITTEE ESTABLISHED IN ITS BY-LAWS. THE COMMITTEE'S PURPOSE IS TWO-FOLD. FIRST, IT CONDUCTS THE EVALUATION OF THE CEO AND ESTABLISHES COMPENSATION AND BENEFITS FOR THE CHIEF EXECUTIVE OFFICER. IN ADDITION, THE COMMITTEE ALSO WORKS WITH THE CEO TO SET COMPENSATION FOR THE REMAINDER OF THE STAFF. CEO COMPENSATION REVIEW- ANNUALLY, THE FEDERATION PARTICIPATES WITH OTHER LARGE CITY JEWISH FEDERATIONS TO CONDUCT A SALARY SURVEY FOR THEIR CEOS. THIS SURVEY IS INDEPENDENTLY CONTRACTED BY THE JEWISH FEDERATIONS OF NORTH AMERICA. THE SURVEY INCLUDES THE COLLECTION OF SALARY, INCENTIVE COMPENSATION, PERQUISITES AND BENEFITS FOR EACH CEO. ONCE THE DATA IS COLLECTED AND PUBLISHED, THE COMPENSATION COMMITTEE REVIEWS THE RESULTS TO ENSURE THAT THE COMPENSATION RECEIVED BY THE JEWISH FEDERATION CEO IS COMMENSURATE WITH THE ACCOMPLISHMENTS OF THE FEDERATION AND ITS CEO, AND SIZE OF OUR FEDERATION. IN ADDITION, AN ANNUAL PERFORMANCE EVALUATION OF THE FEDERATION CEO IS COMPLETED BY MEMBERS OF THE COMPENSATION COMMITTEE, DIRECTORS, MAJOR DONORS TO THE FEDERATION, BENEFICIARY AGENCY EXECUTIVES AND SELECT STAFF. THE RESULTS OF THIS PERFORMANCE EVALUATION ARE UTILIZED BY THE COMPENSATION COMMITTEE WHEN SETTING CEO COMPENSATION. FEDERATION STAFF (NON CEO)- THE COMPENSATION IS APPROVED BY THE COMPENSATION COMMITTEE. A COMPENSATION SURVEY COMPILED BY THE JEWISH FEDERATIONS OF NORTH AMERICA IS REFERENCED BY THE CEO AND COMMITTEE. IN ADDITION, A LOCAL INDEPENDENT COMPENSATION SURVEY OF NON-PROFITS IS PROVIDED TO THE CEO FOR REFERENCE. ALL FEDERATION STAFF RECEIVE ANNUAL PERFORMANCE REVIEWS CONDUCTED BY FEDERATION MANAGEMENT, WHICH ARE REVIEWED BY THE CEO. ANNUALLY, THE JEWISH FEDERATIONS OF NORTH AMERICA PRODUCES A REPORT THAT OUTLINES SALARY RANGES FOR EACH TITLED POSITION IN THE FEDERATION SYSTEM. THESE RANGES IDENTIFY A HIGH, LOW AND AVERAGE SALARY FOR EACH POSITION. AN INDIVIDUAL'S PERFORMANCE AS WELL AS THE DATA FROM THE NATIONAL COMPENSATION REPORT ARE UTILIZED TO DETERMINE MERIT INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE FEDERATION'S BYLAWS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY OF THE FOUNDATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FEDERATION'S FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON WWW.JFEDPGH.ORG. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,761,936. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -517,307. TOTAL TO FORM 990, PART XI, LINE 5: -2,279,243. FORM 990, PART XII, QUESTION 2, OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT: THE FEDERATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE FEDERATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PITTSBURGH JEWISH EDUCATIONAL IMPROVEMENT FOUNDATION 234 MCKEE PLACE PITTSBURGH PA 15213 311784174 PROVIDES FUNDING FOR JEWISH SCHOOLS FINANCIAL AID PROGRAMS PA 501(C)(3) 509(A)(3) TYPE I N/A 0 PITTSBURGH JEWISH PRE-KINDERGARTEN EDUCATION IMPROVEMENT FDTN 234 MCKEE PLACE PITTSBURGH PA 15213 201584277 PROVIDES FUNDING FOR JEWISH SCHOOLS FINANCIAL AID PROGRAMS PA 501(C)(3) 509(A)(3) TYPE I N/A 0 EDWARD AND ROSE BERMAN LEGACY FOUNDATION 234 MCKEE PLACE PITTSBURGH PA 15213 562413904 ACHIEVES CHARITABLE GOALS BY ACTING AS A SUPPORTING ORG FOR THE FEDERATION. PA 501(C)(3) 509(A)(3) TYPE I N/A 0 MEYER AND MERLE BERGER FAMILY FOUNDATION 234 MCKEE PLACE PITTSBURGH PA 15213 251432013 ACHIEVES CHARITABLE GOALS BY ACTING AS A SUPPORTING ORG FOR THE FEDERATION. PA 501(C)(3) 509(A)(3) TYPE I N/A 0 JACK G BUNCHER CHARITABLE FUND FOR JEWISH FEDERATION OF PGH 234 MCKEE PLACE PITTSBURGH PA 15213 204393188 ACHIEVES CHARITABLE GOALS BY ACTING AS A SUPPORTING ORG FOR THE FEDERATION. PA 501(C)(3) 509(A)(3) TYPE I N/A 0 BROWNS HILL ROAD PARTNERS LP 234 MCKEE PLACE PITTSBURGH PA 15213 141911808 REAL ESTATE DEVELOPMENT PA 0 0 FEDERATED SOFTWARE SERVICES INC 234 MCKEE PLACE PITTSBURGH PA 15213 250000000 DISTRIBUTION OF FUNDRAISING SOFTWARE PA N/A C 0.95000 CHARITABLE LEAD ANNUITY TRUST (7) PHILANTHROPY PA N/A T CHARITABLE LEAD UNITRUST (2) PHILANTHROPY PA N/A T CHARITABLE REMAINDER ANNUITY TRUST (4) PHILANTHROPY PA N/A T CHARITABLE REMAINDER UNITRUST (15) PHILANTHROPY PA N/A T GIFT ANNUITY (9) PHILANTHROPY PA N/A T 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 JACK G BUNCHER CHARITABLE FUND FOR JEWISH FEDERATION OF PGH C 160000 FMV PITTSBURGH JEWISH EDUCATIONAL IMPROVEMENT FOUNDATION K 134784 FMV PITTSBURGH JEWISH PRE-KINDERGARTEN EDUCATIONAL IMPROVEMENT FOUNDATION K 98048 FMV