2012-05-08T13:08:08-05:00 2011-06-30 SCHNEIDER DOWNS & CO INC 1133 PENN AVENUE PITTSBURGH PA 15222 990 2010-07-01 251017602 JEWISH FEDERATION OF GREATER PITTSBURGH JEWI 4126818000 234 MCKEE PLACE PITTSBURGH PA 152133916 JEFFREY FINKELSTEIN 4126818000 2012-05-08 1 SUSAN M KIRSCH 4122613644 2010 2016-02-24 21:20:13Z JEFFREY FINKELSTEIN 234 MCKEE PLACE PITTSBURGH PA 152133916 47372826 0 X WWW.JFEDPGH.ORG X 1957 PA WE RAISE AND ALLOCATE FUNDS TO BUILD AND STRENGTHEN OUR JEWISH COMMUNITY, CITY AND REGION. 43 42 76 752 -3848 -3848 15407038 18399719 2018846 1549965 1701649 551350 0 0 19127533 20501034 12563347 11951444 0 0 3785413 3975292 0 5115 1739996 3231787 3228628 19580547 19160479 -453014 1340555 151422300 175583455 74205518 84161047 77216782 91422408 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. 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. 0 0 16339301 11951444 1549965 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 DEVELOPMENTTHE JEWISH FEDERATION SECURED CONTRIBUTIONS OF 19.7 MILLION THIS PAST YEAR (JULY 1, 2010 TO JUNE 30, 2011) TO MEET VITAL SOCIAL SERVICE, HEALTH AND EDUCATIONAL NEEDS. THE FUNDING FOR SERVICES WAS PROVIDED THROUGH THE FEDERATION'S ANNUAL CAMPAIGN AND JEWISH COMMUNITY FOUNDATION, THE JEWISH HEALTHCARE FOUNDATION, THE UNITED WAY, PRIVATE FOUNDATIONS, SUPPLEMENTAL GIFTS, CORPORATE SOURCES AND GOVERNMENT GRANTS.THE ANNUAL CAMPAIGN, LAST YEAR RAISED $12.8 MILLION, MEETING ITS GOAL. PITTSBURGH'S FEDERATION CONTINUES TO BE A LEADER AMONG JEWISH FEDERATIONS IN ANNUAL FUNDRAISING. A RECIPIENT OF THE SAPIR AWARD, BESTOWED BY THE JEWISH FEDERATIONS OF NORTH AMERICA, THE LOCAL FEDERATION HAS BEEN RECOGNIZED FOR ITS INNOVATIVE PROGRAMMING AND APPROACHES AND ITS HIGH LEVELS OF PER-CAPITA GIVING, RANKING AMONG THE HIGHEST OF JEWISH FEDERATIONS OF ALL SIZES.THE FEDERATION'S JEWISH COMMUNITY FOUNDATION ENABLES DONORS TO CREATE PERMANENT ENDOWMENT FUNDS THAT WILL ENSURE A STRONG, VIBRANT JEWISH COMMUNITY FOR THE FUTURE. WITH ASSETS CURRENTLY STANDING AT MORE THAN $146 MILLION, THE FOUNDATION ENCOMPASSES MORE THAN 900 ENDOWMENT FUNDS, RANGING FROM TARGETED FUNDS WHOSE YIELDS ADDRESS SPECIFIC POPULATIONS, PROGRAM AREAS, AGENCIES AND/OR PROJECTS TO UNRESTRICTED FUNDS THAT WILL GENERATE INCOME TO ADDRESS PRESSING NEEDS AS THEY ARISE. A SPECIAL FOCUS OF THE FOUNDATION IS BUILDING THE CENTENNIAL FUND FOR A JEWISH FUTURE (CFJF), AN ENDOWMENT CREATED TO SUPPORT A WIDE RANGE OF PROGRAMS THAT ADVANCE JEWISH LEARNING AND ENGAGEMENT FROM FORMAL CLASSES, TO EXPERIENTIAL ACTIVITIES LIKE JEWISH SUMMER CAMP AND TEEN TRIPS TO ISRAEL, TO SUPPORTIVE PROGRAMS THAT WILL ENSURE THE QUALITY OF JEWISH LEARNING IN OUR COMMUNITY, SUCH AS TRAINING FOR JEWISH EDUCATORS. ALREADY CFJF IS MAKING A RESOUNDING DIFFERENCE IN OUR COMMUNITY, HAVING SUPPORTED A NUMBER OF IMPORTANT INITIATIVES THAT ARE PROVEN TO BUILD AND STRENGTHEN JEWISH IDENTITY. LAST YEAR CFJF, IN PARTNERSHIP WITH THE FOUNDATION FOR JEWISH CAMP, PROVIDED SOME 128 INCENTIVE SCHOLARSHIPS TO ENABLE JEWISH CHILDREN TO EXPERIENCE A FULL SESSION OF JEWISH SUMMER CAMP FOR THE FIRST TIME. THE FUND HAS ALSO SUPPORTED BIRTHRIGHT, A NATIONAL PROGRAM THAT SENDS JEWISH YOUNG ADULTS TO ISRAEL FOR THEIR FIRST-EVER EDUCATIONAL PEER TRIP; SCHOLARSHIPS FOR DAY SCHOOL STUDENTS; AND J'BURGH, A PROGRAM OF THE EDWARD AND ROSE BERMAN HILLEL JEWISH UNIVERSITY CENTER THAT PROVIDES ACTIVITIES AND SERVICES TO JEWISH GRADUATE STUDENTS AND THEIR CONTEMPORARIES, TO BRIDGE THE GAP IN JEWISH CONNECTIONS FOR INDIVIDUALS IN THE YEARS BETWEEN GRADUATION AND STARTING A FAMILY.COMMUNITY BUILDING AND FUNDING THE COMMUNITY BUILDING ARM OF THE FEDERATION ENSURES THAT THE DOLLARS RAISED BY THE FEDERATION ARE SPENT IN A MANNER THAT IS CONSISTENT WITH DONOR INTENT, TO EFFECTIVELY SUPPORT A THRIVING, VIBRANT AND ENGAGED JEWISH COMMUNITY IN PITTSBURGH AND THROUGHOUT THE WORLD. COMMUNITY BUILDING EFFORTS CENTER AROUND A COMPREHENSIVE PLANNING APPROACH, WHERE MULTIPLE FUNDING SOURCES ARE ALIGNED FOR MAXIMUM IMPACT ON CLEARLY DEFINED COMMUNITY PRIORITIES.IN 2011, THE FEDERATION DISTRIBUTED AN IMPRESSIVE $12 MILLION TO ITS PARTNER SERVICE PROVIDERS IN PITTSBURGH, ISRAEL AND AROUND THE WORLD.THE FEDERATION'S COMMUNITY BUILDING EFFORTS HAVE CREATED ENHANCED COLLABORATIONS WITH OUR BENEFICIARY AGENCIES IN AREAS OF FISCAL MANAGEMENT, SUPPLEMENTAL FUNDING, PROGRAMMING AND ADVOCACY. IN ADDITION, FEDERATION STAFF WORKS TO CONNECT OUR LOCAL AGENCIES AND SYNAGOGUES WITH GOVERNMENT DOLLARS. TAX CREDIT FUNDS, USED SOLELY TO DEFRAY THE COST OF FORMAL EDUCATION, HELPED OUR EARLY CHILDHOOD PROGRAMS AND OUR JEWISH DAY SCHOOLS ENGAGE ALMOST 529 CHILDREN WHO COULD NOT OTHERWISE HAVE AFFORDED JEWISH EDUCATION. JEWISH CONTINUITYTHE FEDERATION USES EVERY FUNDING SOURCE AT ITS DISPOSAL TO SUPPORT JEWISH CONTINUITY. AS PART OF OUR CONTINUING EFFORTS IN THIS AREA, SEVERAL INITIATIVES GREW IN THE PAST YEAR, AMONG THEM:-FORMAL EDUCATION THROUGH OUR SYNAGOGUES AND DAY SCHOOLS, WHICH TOGETHER PROVIDED 2,200 JEWISH CHILDREN WITH A STRONG FOUNDATION IN JEWISH HERITAGE AND TRADITIONS, WAS MADE POSSIBLE THROUGH FUNDING TO THE SCHOOLS THEMSELVES, AS WELL AS SUPPORT OF PROGRAMS TO EXPAND AND ENHANCE THE SKILLS OF JEWISH EDUCATORS AND TO PROVIDE DEVELOPMENT AND ASSESSMENT OF CURRICULA IN THE SCHOOLS.-TRAVEL TO ISRAEL BY YOUNG PEOPLE, ONE OF THE MOST EFFECTIVE MEANS OF INSTILLING A SENSE OF JEWISH TRADITION AND HISTORY IN OUR TEENS AND YOUNG ADULTS, WAS EXPANDED THROUGH FUNDING OF PROGRAMS AND DIRECT SCHOLARSHIPS. MORE THAN 160 TEENS AND UNIVERSITY STUDENTS BENEFITED FROM EDUCATIONAL ISRAEL TRIPS WITH THEIR PEERS. INCLUDED WERE MANY TEENS WHO PARTICIPATED IN THE JEWISH COMMUNITY CENTER'S EMMA KAUFMAN CAMP CIT (COUNSELORS-IN-TRAINING) PROGRAM, WHO SUBSEQUENTLY BROUGHT THEIR NEWFOUND INSPIRATION TO THEIR WORK WITH YOUNGER CHILDREN AT THE CAMP.-THE CENTENNIAL FUND FOR A JEWISH FUTURE (CFJF), A COMMUNITY ENDOWMENT CAMPAIGN FOCUSED ON JEWISH CONTINUITY PROJECTS, HELPED PROVIDE 128 CHILDREN WITH INCENTIVES TO GO TO JEWISH OVERNIGHT CAMP FOR THE FIRST TIME. MANY OF THOSE CHILDREN WOULD NOT HAVE GONE TO JEWISH CAMP BUT FOR THE GRANTS THEY RECEIVED FROM CFJF. -THE DILLER TEEN FELLOWS PROGRAM, AN EXCEPTIONAL LEADERSHIP OPPORTUNITY THAT UNITES TEENS FROM OVER A DOZEN CITIES IN NORTH AMERICA AND ISRAEL, ENABLES JEWISH TEENS OF DIVERSE BACKGROUNDS TO CULTIVATE LEADERSHIP SKILLS, EXPLORE ISRAEL-DIASPORA RELATIONS AND DEVELOP AND IMPLEMENT COMMUNITY SERVICE PROJECTS. WITH 20 LOCAL AND 20 ISRAELI TEENS PARTICIPATING IN THE PITTSBURGH-BASED PROGRAM, HIGHLIGHTS THIS YEAR INCLUDED TWO EXCHANGES, DURING WHICH PITTSBURGH AND ISRAELI PARTICIPANTS VISITED ONE ANOTHER'S COMMUNITIES FOR PROGRAMMING AND LEADERSHIP TRAINING. THE DILLER TEEN FELLOWS PROGRAM IS A SPECIAL PROJECT OF, AND FUNDED BY, THE HELEN DILLER FAMILY FOUNDATION, THE FINE FOUNDATION AND THE JEWISH FEDERATION OF GREATER PITTSBURGH.-THE PJ LIBRARY, A PROGRAM TO ENGAGE YOUNG JEWISH FAMILIES BY PROVIDING FREE JEWISH BOOKS AND MUSIC TO CHILDREN AGES 6 MONTHS TO 5 1/2 YEARS, HAS ENGAGED MORE THAN 1,000 CHILDREN IN LEARNING ABOUT JEWISH TRADITIONS AND CULTURE. THIS YEAR THE PJ LIBRARY EXPANDED ITS PROGRAM TO INCLUDE A SERIES OF STORY HOURS FOCUSING ON DIFFERENT JEWISH HOLIDAYS AND SEASONS. A NATIONAL PROGRAM OF THE HAROLD GRINSPOON FOUNDATION, THE JEWISH FEDERATION SPONSORS THE PROGRAM LOCALLY, IN PARTNERSHIP WITH THE JEWISH COMMUNITY CENTER, THE AGENCY FOR JEWISH LEARNING AND COMMUNITY DAY SCHOOL.-18 LOCAL TEENS PARTICIPATED THIS PAST YEAR IN THE SAMUEL M. GOLDSTON TEEN PHILANTHROPY PROJECT, FUNDED THROUGH THE JEWISH COMMUNITY FOUNDATION, THE PLANNED GIVING ARM OF THE JEWISH FEDERATION OF GREATER PITTSBURGH AND ADMINISTERED BY THE AGENCY FOR JEWISH LEARNING. B'NAI MITZVAH TEENS BETWEEN THE AGES OF 12 AND 14, EACH DONATED $500 TO A COMMON FUND THAT WAS MATCHED DOLLAR-FOR-DOLLAR THROUGH THE GENEROSITY OF EDWARD AND LINDA GOLDSTON IN MEMORY OF THEIR SON, SAMUEL M. GOLDSTON. THE TEENS REVIEWED GRANT REQUESTS, MADE SITE VISITS TO ORGANIZATIONS, AND ULTIMATELY MADE ALLOCATIONS DECISIONS. THIS PAST YEAR THE TEENS ALLOCATED $15,000 TO DIFFERENT HUMAN SERVICE ORGANIZATIONS IN PITTSBURGH AND ISRAEL. OUTREACHTHE JEWISH FEDERATION'S OUTREACH EFFORTS CONTINUED TO GROW THIS PAST YEAR, IN AN EFFORT TO CONNECT WITH COMMUNITY MEMBERS WHO ARE COMPLETELY UNAFFILIATED WITH THE JEWISH COMMUNITY OR VERY MINIMALLY ENGAGED IN JEWISH LIFE. A CADRE OF PROFESSIONALS AND VOLUNTEERS ORGANIZED AND IMPLEMENTED MANY PROGRAMS. AMONG ACCOMPLISHMENTS IN THAT AREA ARE THE FOLLOWING:SHALOM PITTSBURGH, THE JEWISH FEDERATION'S OUTREACH PROGRAM FOR YOUNG ADULTS, ENGAGED SOME 600 YOUNG ADULTS THROUGH PROGRAMMING AS DIVERSE AS THE ANNUAL VODKA AND LATKA PARTY, WHICH DREW 200 PARTICIPANTS, TO A VARIETY OF MITZVAH PROJECTS THAT ENABLED PARTICIPANTS TO GIVE BACK TO THE LARGER COMMUNITY THROUGH VOLUNTEER SERVICE. HOLOCAUST CENTER OF THE JEWISH FEDERATIONTHE MISSION OF THE HOLOCAUST CENTER IS TO TRANSFORM COMMUNITY AND INDIVIDUAL ATTITUDES AND BEHAVIORS BY RECOGNIZING, UNDERSTANDING AND REMEMBERING THE ATROCITIES OF THE HOLOCAUST. THROUGH PROGRAMS AND EXHIBITIONS TO HEIGHTEN PUBLIC AWARENESS, SURVIVORS ARE HONORED AND PROVIDED WITH OPPORTUNITIES TO SHARE THEIR EXPERIENCES, PRESERVING THE MEMORIES OF THE SIX MILLION JEWS WHO DIED IN THE HOLOCAUST. AMONG THE CENTER'S MAJOR ACCOMPLISHMENTS THIS PAST YEAR ARE THE FOLLOWING: 16339301 1 1 0 1 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 17 0 1 76 1 0 1 CJ 0 0 0 0 0 0 0 0 X 43 42 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 HOWARD BALSAM 0.50 X 0 0 0 ROBERTA BRODY 0.50 X 0 0 0 GAIL CHILDS 0.50 X 0 0 0 GARY DUBIN 0.50 X 0 0 0 MILTON EISNER 0.50 X 0 0 0 NANCY ELMAN 0.50 X 0 0 0 H ARNOLD GEFSKY 0.50 X 0 0 0 PETER GORDON 0.50 X 0 0 0 DANNY GREENFIELD 0.50 X 0 0 0 KAREN HOCHBERG 0.50 X 0 0 0 EVAN INDIANER 0.50 X 0 0 0 JUDITH KANAL 0.50 X 0 0 0 ELLEN KESSLER 0.50 X 0 0 0 MACY KISILINSKY 0.50 X 0 0 0 MICHAEL KLEIN 0.50 X 0 0 0 EILEEN LANE 0.50 X 0 0 0 JEFFREY MARKEL 0.50 X 0 0 0 CAROLYN MENDELSON 0.50 X 0 0 0 CHARLES SAUL 0.50 X 0 0 0 LARRY SCHWARTZ 0.50 X 0 0 0 ELI SEIDMAN 0.50 X 0 0 0 PATRICIA SIGER 0.50 X 0 0 0 EDGAR SNYDER 0.50 X 0 0 0 NORMA SOBEL 0.50 X 0 0 0 JEFFREY SPEAR 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 JAMES WAGNER 0.50 X 0 0 0 JUDY WEIN 0.50 X 0 0 0 KAREN WOLK FEINSTEIN 0.50 X 0 0 0 DANIEL SHAPIRA 5.00 X X 0 0 0 WILLIAM RUDOLPH 20.00 X X 0 0 0 GEOFFREY GERBER 15.00 X X 0 0 0 THEODORE GOLDBERG 15.00 X X 0 0 0 LOUIS B PLUNG 15.00 X X 0 0 0 CHARLES PERLOW 5.00 X X 0 0 0 ROBERT WEIN 5.00 X X 0 0 0 CYNTHIA SHAPIRA 5.00 X X 0 0 0 GERRI KAY 5.00 X X 0 0 0 DOUGLAS OSTROW 5.00 X X 0 0 0 JEFFREY FINKELSTEIN 50.00 X X 286714 0 37329 BRIAN EGLASH 50.00 X 179465 0 29944 MILO AVERBACH 50.00 X 115140 0 6316 DANIEL BRANDEIS 50.00 X 145756 0 14173 DEBORAH BARON 50.00 X 116436 0 28626 843511 0 116388 5 0 1 0 FIDUCIARY TECHNOLOGY PARTNERS 555 FIFTH AVENUE NEW YORK NY 10017 FOUNDATION ADMINISTRATION 568622 MIZRAHI DESIGN ASSOCIATES 650 SMITHFIELD STREET SUITE 1525 PITTSBURGH PA 15222 MARKETING/ ADVERTISING SVCS 122559 MULLEN 40 24TH ST THE CRANE BUILDING PITTSBURGH PA 152224600 MARKETING/ ADVERTISING SVCS 114226 3 369735 222018 17807966 2371460 18399719 OUTREACH EVENTS 900099 1330811 1330811 FILM FESTIVAL 900099 219154 219154 1549965 1931086 -3848 1934934 25492056 26871792 -1379736 -1379736 -1379736 20501034 1549965 -3848 555198 11622163 11622163 329281 329281 949540 445809 175665 328066 88000 88000 2140343 1016609 441124 682610 120978 54075 23331 43572 485526 204043 119994 161489 190905 85462 36771 68672 8971 2072 6899 44175 44175 257308 257308 5115 5115 634622 634622 157540 152699 2182 2659 442380 207698 81840 152842 381044 285409 27470 68165 67385 31637 12466 23282 108773 87403 7452 13918 509208 419866 19506 69836 118942 118942 171591 80562 31744 59285 37774 17735 6988 13051 BLDG SUPPLIES & MAINT. 116167 54540 21491 40136 MISSIONS 96506 96506 OTHER 51191 33014 18177 DUES AND MEMBERSHIPS 25051 13846 3907 7298 19160479 16339301 1081182 1739996 1231742 1402427 684359 882024 20902120 20345846 6844723 7519505 2285 157502 3361179 2827292 615517 533887 99532041 130376362 14742883 14033396 6866630 332506 151422300 175583455 936844 1446700 20627381 18837381 45585513 55194231 7055780 8682735 74205518 84161047 X 30970255 35501908 19468728 29874300 26777799 26046200 77216782 91422408 151422300 175583455 X 1340555 12865071 X X 0 1 1 X 0 X 24621148 20493994 14385253 15407038 18339719 93247152 24621148 20493994 14385253 15407038 18339719 93247152 5341629 87905523 1924354 4239807 2680849 1693637 1931086 12469733 105716885 7677250 0.83150 0.84790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 257308 257308 18681153 18938461 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 244922 252274 255620 257308 1010124 250000 250000 250000 250000 1000000 1500000 296 4069023 3636592 28074030 1 1 0 1 55677000 3271000 10381000 3143000 66186000 51899000 1633000 5124000 2979000 55677000 63694000 2743000 -10454000 4084000 51899000 0.16230 0.39350 0.44420 0 0 192869 192869 1839052 1559683 279369 1329258 1267609 61649 533887 INVESTMENTS IN LTD PARTNERSHIPS 10705935 F ISRAEL BONDS 2413073 F BENEFICIAL INTEREST IN TRUSTS 175258 F CLOSELY HELD STOCK 739130 F 14033396 OTHER LIABILITIES 3935438 AMOUNTS HELD IN TRUST FOR OTHERS 4747297 8682735 20501034 19160479 1340555 11595507 1269564 12865071 14205626 33144087 11595507 1269564 12865071 20279016 222018 222018 20501034 18938461 0 18938461 222018 222018 19160479 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, 2011 AND JUNE 30, 2010 DO NOT INCLUDE ANY LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS; FURTHER THE FEDERATION HAS NO UNRECOGNIZED TAX BENEFITS. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,269,564. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,269,564. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTERAGENCY EXPENSE/REVENUE 222,018. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INTERAGENCY EXPENSE/REVENUE 222,018. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 8581218 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES MISSION TRIPS 69519 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES MISSION TRIPS 35857 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS N/A 3591217 0 0 0 0 0 0 12277811 0 12277811 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, 2011 GRANTS WERE DISBURSED THROUGHOUT THE COMMUNITY IN FURTHERANCE OF THE ORGANIZATION'S MISSION WHICH SPECIFICALLY INCLUDES BUILDING COMMUNITY IN ISRAEL. THE ORGANIZATION DISTRIBUTED APPROXIMATELY $1,794,000 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 $1,903,000 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) 11300 N/A N/A PROGRAM SUPPORT ACHIEVA EXTERNAL RELATIONS711 BINGHAM ST PITTSBURGH PA 152031007 251505216 501(C)(3) 6000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE ADAT SHALOM CONGREGATION 368 GUYS RUN ROAD CHESWICK PA 150249463 251753756 501(C)(3) 18203 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION AGENCY FOR JEWISH LEARNING 2740 BEECHWOOD BLVD PITTSBURGH PA 15217 251418766 501(C)(3) 1077364 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE ALEPH INSTITUTE 5804 BEACON STREET PITTSBURGH PA 15217 251784239 501(C)(3) 14025 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION AMERICAN CANCER SOCIETY (NATIONAL) PO BOX 22718 OKLAHOMA CITY OK 731231718 131788491 501(C)(3) 10000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE 633 THIRD AVENUE NEW YORK NY 10017 131623886 501(C)(3) 25336 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) 6701 N/A N/A TO SUPPORT JEWISH EDUCATION AMERICAN FRIENDS OF LEKET 1402 TEANECK ROAD 223 TEANECK NJ 07666 208202424 501(C)(3) 75100 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) 21250 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) 205245 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) 7817 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE BETAR EDUC 3145 CONEY ISLAND AVENUE BROOKLYN NY 11235 132965374 501(C)(3) 5000 N/A N/A TO SUPPORT EDUCATION BETH EL CONGREGATION 1900 COCHRAN ROAD PITTSBURGH PA 15220 251253645 501(C)(3) 37257 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION BETH SHALOM CONGREGATION 5915 BEACON STREET PITTSBURGH PA 152172099 251031920 501(C)(3) 30195 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION BIRTHRIGHT ISRAEL FOUNDATION PO BOX 5892 HICKSVILLE NY 118025892 134092050 501(C)(3) 6060 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) 7880 N/A N/A TO SUPPORT JEWISH EDUCATION BNAI B'RITH YOUTH ORGANIZATION - WASHINGTON DC 2020 K STREET NW 7TH FLOOR WASHINGTON DC 20006 311794932 501(C)(3) 8385 N/A N/A TO SUPPORT JEWISH EDUCATION BRADDOCK REDUX 416 LIBRARY STREET BRADDOCK PA 15104 510446626 501(C)(3) 14188 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION CAMP DORA GOLDING FOR BOYS 5515 NEW ULTRECH AVENUE BROOKLYN NY 11219 136000413 501(C)(3) 6000 N/A N/A TO SUPPORT JEWISH EDUCATION CAMP EMUNAH - BNOS YAAKOV YEHUDAH 824 EASTERN PARKWAY BROOKLYN NY 11213 116003180 501(C)(3) 6000 N/A N/A TO SUPPORT JEWISH EDUCATION CAMP GAN ISRAEL MICHIGAN PO BOX 470 WALLED LAKE MI 48390 381734762 501(C)(3) 14000 N/A N/A TO SUPPORT JEWISH EDUCATION CARNEGIE INSTITUTE 4400 FORBES AVENUE PITTSBURGH PA 15213 250965280 501(C)(3) 22811 N/A N/A TO SUPPORT EDUCATION CARNEGIE LIBRARY OF PITTSBURGH 4400 FORBES AVENUE PITTSBURGH PA 15213 250965281 501(C)(3) 7506 N/A N/A TO SUPPORT CULTURE AND ARTS CHABAD HOUSE 4710 WALLINGFORD STREET PITTSBURGH PA 152131712 203164786 501(C)(3) 9586 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION CHABAD OF FOX CHAPEL 1343 OLD FREEPORT ROAD PITTSBURGH PA 15238 020679892 501(C)(3) 15681 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION CHABAD OF NORTH HOLLYWOOD 13079 CHANDLER BLVD SHERMAN OAKS CA 91401 203872517 501(C)(3) 54000 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION CHABAD OF THE SOUTH HILLS 1701 MCFARLAND ROAD PITTSBURGH PA 152161812 251831536 501(C)(3) 7319 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION CHAUTAUQUA INSTITUTE PO BOX 1095 CHAUTAUQUA NY 147229981 160758844 501(C)(3) 9700 N/A N/A TO SUPPORT CULTURE AND ARTS CHILDRENS ADVOCACY CENTER FOR CHILD ABUSE ASSESSMENT & TREATMENT 363 S PARK AVENUE POMONA CA 91766 861051258 501(C)(3) 5000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE CHILDRENS HOSPITAL OF PITTSBURGH FOUNDATION ONE CHILDRENS HOSPITAL DRIVE CENTRAL PLANT FL 3 PITTSBURGH PA 152241342 251865744 501(C)(3) 8100 N/A N/A TO SUPPORT HEALTH CARE COMMUNITY DAY SCHOOL 6424 FORWARD AVENUE PITTSBURGH PA 15217 250969468 501(C)(3) 377366 N/A N/A TO SUPPORT JEWISH EDUCATION CONGREGATION POALE ZEDECK 6318 PHILLIPS AVENUE PITTSBURGH PA 15217 251007932 501(C)(3) 11170 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION EAST END COOPERATIVE MINISTRY 250 N HIGHLAND AVENUE PITTSBURGH PA 15206 231722988 501(C)(3) 10500 N/A N/A TO SUPPORT HEALTH & SPECIAL NEEDS EMMA KAUFMANN CAMP 5738 FORBES AVENUE PITTSBURGH PA 15217 251094514 501(C)(3) 58000 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) 5500 N/A N/A TO SUPPORT JEWISH EDUCATION F O R STO-ROX NEIGHBORHOOD CORP 701 CHARTIERS AVE 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SOCIETY OF WESTERN PENNSYLVANIA 1212 SMALLMAN STREET PITTSBURGH PA 152516820 250965391 501(C)(3) 23567 N/A N/A TO SUPPORT CULTURE AND ARTS ISRAEL CHILDREN'S CENTER 3275 WEST HILLSBORO BLVD DEERFIELD BEACH FL 33442 132961273 501(C)(3) 31400 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) 65075 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH ASSISTANCE FUND PO BOX 8197 PITTSBURGH PA 15217 251512726 501(C)(3) 46813 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH ASSOCIATION ON AGING 200 JHF DRIVE PITTSBURGH PA 15217 251720606 501(C)(3) 407316 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH CEMETARY AND BURIAL ASSOCIATION PO BOX 81863 PITTSBURGH PA 15217 251692278 501(C)(3) 17372 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH CHRONICLE 5600 BAUM BOULEVARD PITTSBURGH PA 15206 251103121 501(C)(3) 5000 N/A N/A TO SUPPORT ADMINISTRATION JEWISH COMMUNITY CENTER 5738 FORBES AVENUE PITTSBURGH PA 152171596 251094514 501(C)(3) 1159845 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH FAMILY & CHILDREN'S SERVICE 2688 FRUITVILLE ROAD SARASOTA FL 34237 592693318 501(C)(3) 590500 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH FAMILY & CHILDREN'S SERVICE 5743 BARTLETT STREET PITTSBURGH PA 15217 250965407 501(C)(3) 261158 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH FEDERATION OF GREATER WASHINGTON 6101 MONTROSE ROAD ROCKVILLE MD 20852 530212445 501(C)(3) 23500 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) 36800 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH NATIONAL FUND 5915 BEACON STREET PITTSBURGH PA 15217 131659627 501(C)(3) 29486 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH NATIONAL FUND PO BOX 800 ROCKVILLE CENTER NY 11571 131659627 501(C)(3) 5230 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) 167504 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH RESOURCE CENTER CHABAD OF ASPEN 435 WEST MAIN STREET ASPEN CO 81611 223787221 501(C)(3) 5000 N/A N/A TO SUPPORT JEWISH EDUCATION JEWISH STUDENT UNION 6354 PHILLIPS AVENUE PITTSBURGH PA 15217 611420053 501(C)(3) 5495 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE JEWISH WOMEN INTERNATIONAL 764 HAZELWOOD AVENUE 1 PITTSBURGH PA 15217 526040461 501(C)(3) 7035 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE KOLLEL BAIS YITZCHOK 5808 BEACON STREET PITTSBURGH PA 15217 237055604 501(C)(3) 96774 N/A N/A TO SUPPORT JEWISH EDUCATION LUBAVITCH CENTER 2100 WIGHTMAN STREET PITTSBURGH PA 15217 237240960 501(C)(3) 7423 N/A N/A TO SUPPORT JEWISH EDUCATION LUBAVITCH OF BUCKS COUNTY 25 NORTH STATE STREET NEWTOWN PA 18940 233023618 501(C)(3) 15000 N/A N/A TO SUPPORT JEWISH EDUCATION MEALS ON WHEELS ASSOCIATION OF AMERICA C/O TEMPLE SINAI 5505 FORBES AVE PITTSBURGH PA 15217 237447812 501(C)(3) 6000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE MILWAUKEE JEWISH FEDERATION 1360 N PROSPECT AVENUE MILWAUKEE WI 53202 390806312 501(C)(3) 20000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE NATIONAL COUNCIL OF JEWISH WOMEN 1620 MURRAY AVENUE SANTE FE NM 87501 250965441 501(C)(3) 22900 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE NATIONAL JEWISH CENTER FOR LEARNING AND LEADERSHIP 440 PARK AVENUE SOUTH4TH FLOOR NEW YORK NY 100168012 237390358 501(C)(3) 10000 N/A N/A TO SUPPORT CULTURE AND ARTS 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 NEW ISRAEL FUND 1101 14TH STREET - SIXTH FLOOR WASHINGTON DC 20005 942607722 501(C)(3) 14750 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE PEF ISRAEL ENDOWMENT FUNDS INC 317 MADISON AVENUE 607 NEW YORK NY 10017 136104086 501(C)(3) 37200 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE PENN STATE HILLEL 117 PASQUERILLA SPIRITUAL CENTER UNIVERSITY PARK PA 16802 256078799 501(C)(3) 31950 N/A N/A TO SUPPORT EDUCATION PENNSYLVANIA JEWISH COALITION 800 NORTH THIRD STREET HARRISBURG PA 17102 232210499 501(C)(3) 8550 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION PENNSYLVANIA ORGANIZATION FOR WOMEN IN EARLY RECOVERY 7445 CHURCH STREET PITTSBURGH PA 15218 251643651 501(C)(3) 5000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE PITTSBURGH AREA JEWISH COMMITTEE 4905 FIFTH AVENUE PITTSBURGH PA 15213 261341608 501(C)(3) 32394 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE PITTSBURGH CULTURAL TRUST 803 LIBERTY AVENUE PITTSBURGH PA 15222 251469002 501(C)(3) 8800 N/A N/A TO SUPPORT CULTURE AND ARTS PITTSBURGH JEWISH WOMEN'S LEAGUE 2336 SHADY AVENUE PITTSBURGH PA 15217 251830005 501(C)(3) 13500 N/A N/A TO SUPPORT MISC NON PROFIT PITTSBURGH OPERA INC 2425 LIBERTY AVENUE PITTSBURGH PA 15222 251073139 501(C)(3) 7650 N/A N/A TO SUPPORT CULTURE AND ARTS PITTSBURGH PARKS CONSERVANCY 2000 TECHNOLOGY DRIVE 300 PITTSBURGH PA 15219 232882145 501(C)(3) 5300 N/A N/A TO SUPPORT ECONOMIC & COMMUNITY DEVELOPMENT & THE ENVIRONMENT PITTSBURGH PROMISE 1901 CENTRE AVENUE SUITE 204 PITTSBURGH PA 15219 261982661 501(C)(3) 11669 N/A N/A TO SUPPORT MISC NON PROFIT PITTSBURGH SYMPHONY 600 PENN AVENUE PITTSBURGH PA 15222 250986052 501(C)(3) 24201 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) 189062 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE RODEF SHALOM CONGREGATION 4905 FIFTH AVENUE PITTSBURGH PA 152132953 250979371 501(C)(3) 65156 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION SARASOTA-MANATEE FEDERATION 580 S MC INTOSH RD SARASOTA FL 34232 591227747 501(C)(3) 73326 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE SCLERODERMA FOUNDATION 300 ROSEWOOD DRIVE SUITE 105 DANVERS MA 01923 521375827 501(C)(3) 5000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE SQUIRREL HILL HEALTH CENTER 200 JHF DRIVE LOWER LEVEL PITTSBURGH PA 15217 201163755 501(C)(3) 18600 N/A N/A TO SUPPORT HEALTH CARE TEMPLE BETH AM 1000 WATKINS AVENUE MONESSEN PA 15062 501(C)(3) 17400 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION TEMPLE BETH ZION 1566 BEACON STREET BROOKLINE MA 02466 501(C)(3) 5250 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION TEMPLE DAVID 4415 NORTHERN PIKE MONROEVILLE PA 151462997 256010827 501(C)(3) 7031 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION TEMPLE EMANUEL 1250 BOWER HILL ROAD PITTSBURGH PA 152431381 251029716 501(C)(3) 27102 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION TEMPLE EMANUEL 8844 BURTON WAY BEVERLY HILLS CA 90211 951696713 501(C)(3) 10000 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION TEMPLE ISRAEL 1901 NORTH FLAGLER DRIVE WEST PALM BEACH FL 33407 590696295 501(C)(3) 5000 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION TEMPLE OHAV SHALOM 8400 THOMPSON RUN ROAD ALLISON PARK PA 15010 501(C)(3) 11295 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION TEMPLE SINAI 5505 FORBES AVENUE PITTSBURGH PA 15217 250998186 501(C)(3) 39868 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION THE JEWISH FEDERATIONS OF NORTH AMERICA THE MAX M FISHER HEADQUARTERS 25 BROADWAY NEW YORK NY 100041010 131624240 501(C)(3) 3926927 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE TREE OF LIFE CONGREGATION WILKINS AND SHADY AVENUES PITTSBURGH PA 152171299 250979381 501(C)(3) 38954 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) 15000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE UNITED WAY OF SOUTHWESTERN PA 1250 PENN AVENUE PITTSBURGH PA 152224203 251043578 501(C)(3) 31919 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE UNIVERSITY OF CHICAGO 5801 S ELLIS AVE CHICAGO IL 60637 362177139 501(C)(3) 5000 N/A N/A TO SUPPORT EDUCATION UNIVERSITY OF PENNSYLVANIA 601 FRANKLIN BUILDING 3451 WALNUT STREET PHILADELPHIA PA 191046285 231352685 501(C)(3) 8350 N/A N/A TO SUPPORT EDUCATION UNIVERSITY OF PITTSBURGH 2502 CATHEDRAL OF LEARNING PITTSBURGH PA 15260 250965591 501(C)(3) 21315 N/A N/A TO SUPPORT EDUCATION UNIVERSITY OF PITTSBURGH CANCER INSTITUTE 5150 CENTRE AVENUE PITTSBURGH PA 15232 251423657 501(C)(3) 6560 N/A N/A TO SUPPORT EDUCATION UNIVERSITY OF PITTSBURGH MEDICAL CENTER 3708 FIFTH AVENUE SUITE 400 PITTSBURGH PA 15213 250965420 501(C)(3) 9500 N/A N/A TO SUPPORT EDUCATION URJ CAMP HARLAM 1511 WALNUT STREET SUITE 401 PHILADELPHIA PA 19102 131663143 501(C)(3) 8000 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION VANDERBILT UNIVERSITY VU STATION B357715 NASHVILLE VA 372357715 620476822 501(C)(3) 5000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE VAAD HANOCHOS HATMIMIM INC 788 EASTERN PKWY RM 303 BROOKLYN NY 11213 112633052 501(C)(3) 5000 N/A N/A TO SUPPORT EDUCATION WILKINSBURG COMMUNITY MINISTRY 702 WOOD ST PITTSBURGH PA 15221 251196619 501(C)(3) 5000 N/A N/A TO SUPPORT EDUCATION WINCHESTER THURSTON SCHOOL 555 MOREWOOD AVE PITTSBURGH PA 152132899 251030691 501(C)(3) 40500 N/A N/A TO SUPPORT EDUCATION WOMANSPLACE PO BOX 216 MCKEESPORT PA 15134 251307309 501(C)(3) 6000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE WORLDWIDE CHABAD LUBAVITCH RESOURCE CENTER 816 EASTERN PARKWAY BROOKLYN NY 11213 116003026 501(C)(3) 6000 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION WQED 4802 FIFTH AVENUE PITTSBURGH PA 15213 251010296 501(C)(3) 14330 N/A N/A TO SUPPORT PUBLIC BROADCASTING YESHIVA SCHOOLS 2100 WIGHTMAN STREET PITTSBURGH PA 152172014 256011064 501(C)(3) 407610 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION HILLEL JEWISH UNIVERSITY CENTER 4607 FORBES AVENUE PITTSBURGH PA 15213 256065236 501(C)(3) 60352 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE FRIENDS OF YEMIN ORDE INC 12230 WILKINS AVENUE ROCKVILLE MD 20852 223090463 501(C)(3) 8000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE MICHAEL AND SHERLE BERGER FOUNDATION 401 BINGHAM STREET PITTSBURGH PA 15203 256683685 501(C)(3) 5000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE PITTSBURGH SYMPHONY 600 PENN AVENUE PITTSBURGH PA 15222 250986052 501(C)(3) 5000 N/A N/A TO SUPPORT CULTURE AND ARTS RIVERVIEW APARTMENTS INC 52 GARETTA STREET PITTSBURGH PA 15217 256063049 501(C)(3) 5000 N/A N/A TO SUPPORT SOCIAL HEALTH & WELFARE ALEPH INSTITUTE 5804 BEACON STREET PITTSBURGH PA 15217 251784239 501(C)(3) 5000 N/A N/A TO SUPPORT RELIGIOUS ORGANIZATION 124 0 EDUCATION/TRAVEL SCHOLARSHIPS 338 329281 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 THE FEDERATION'S 10 BENEFICIARY AGENCIES, MONITORING IS DONE THROUGH REGULAR AND ONGOING STAFF AND VOLUNTEER COMMUNICATION AND SHARING OF AGENCY-SPECIFIC DOCUMENTATION. THE FEDERATION STAFF MEET AND COMMUNICATE WITH AGENCY STAFF ON A REGULAR BASIS ABOUT SPECIFIC PROGRAMS AND AGENCY OPERATIONS. THE 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, THE FEDERATION STAFF COMPILES INFORMATION ABOUT AGENCY ACTIVITIES FOR REVIEW BY THE FEDERATION VOLUNTEER LEADERSHIP TO INFORM FUTURE GRANT MAKING. FOR OTHER FORMS OF THE 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. THE 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 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, 2011 GRANTS WERE DISBURSED THROUGHOUT THE COMMUNITY IN FURTHERANCE OF THE ORGANIZATION'S MISSION WHICH SPECIFICALLY INCLUDES BUILDING COMMUNITY IN ISRAEL. THE ORGANIZATION DISTRIBUTED APPROXIMATELY $1,794,000 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 $1,903,000 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. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 JEFFREY FINKELSTEIN 254739 0 26500 0 5475 0 14336 0 22993 0 324043 0 0 0 BRIAN EGLASH 147569 0 29000 0 2896 0 8973 0 20971 0 209409 0 0 0 DANIEL BRANDEIS 128325 0 17000 0 431 0 7288 0 6885 0 159929 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 130 2371460 FAIR MARKET VALUE 0 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION USES AN UNRELATED THIRD PARTY BROKERAGE FIRM TO SELL GIFTS OF PUBLICLY TRADED SECURITIES. PROGRAM SERVICE ACCOMPLISHMENTS CONTINUED: FORM 990, PART III, QUESTION 4A -THIS PAST YEAR, THE HOLOCAUST CENTER LAUNCHED THE SURVIVOR/LIBERATOR TESTIMONY PROJECT. A COLLABORATION BETWEEN THE CENTER AND WQED MULTIMEDIA, THE PROJECT CREATES DVDS CONTAINING TESTIMONIES OF LOCAL EYEWITNESSES TO HOLOCAUST HISTORY, TO KEEP THE MEMORIES AND THE LESSONS OF THE HOLOCAUST ALIVE AFTER THE SURVIVORS HAVE PASSED AWAY. FOUR DVDS ARE PLANNED, EACH CATALOGUING 10 VIDEO STORIES, TO SERVE AS INVALUABLE TEACHING TOOLS IN A CLASSROOM SETTING OR AT LARGER GATHERINGS. -IN OCTOBER, THE CENTER COLLABORATED WITH THE AMERICAN JEWISH MUSEUM OF THE JEWISH COMMUNITY CENTER TO BRING THE FIGHTING THE FIRES OF HATE: AMERICA AND THE NAZI BOOK BURNINGS EXHIBITION TO THE COMMUNITY. DEVELOPED AND CIRCULATED BY THE U.S. HOLOCAUST MEMORIAL MUSEUM, THIS POWERFUL EXHIBITION SHOWED HOW GERMAN UNIVERSITY STUDENTS ANNOUNCED AN "ACTION AGAINST THE UN-GERMAN SPIRIT" IN THE SPRING OF 1933 AND BEGAN THE PROCESS OF BANNING AND/OR BURNING BOOKS BY "UN-GERMAN" AUTHORS. -IN NOVEMBER, THE CENTER HOSTED RICHARD H. WEISBERG, THE FLOERSHEIMER PROFESSOR OF CONSTITUTIONAL LAW AT THE CARDOZO LAW SCHOOL/YESHIVA UNIVERSITY AS THE KEYNOTE SPEAKER FOR THE ANNUAL KRISTALLNACHT COMMEMORATION. PROFESSOR WEISBERG SPOKE ABOUT THE IMPORTANCE OF FREE SPEECH IN A DEMOCRATIC SOCIETY AND RESISTANCE EFFORTS IN GERMANY AND FRANCE DURING WORLD WAR II. -THE CENTER HELD ITS ANNUAL HOLOCAUST ARTS AND WRITING SEMINAR AND COMPETITION FOR MIDDLE AND HIGH SCHOOL STUDENTS, EXPLORING THE THEME LIBERATION AND THE AFTERMATH IN MARCH. SOME 1,000 STUDENTS FROM 30 SCHOOLS, ACCOMPANIED BY THEIR TEACHERS, ATTENDED THE SEMINAR AND VIEWED THE FILMS "ANGEL OF AHEM" AND "THE RITCHIE BOYS," CO-PRESENTED WITH JFILM: THE PITTSBURGH JEWISH FILM FORUM. IN ADDITION, LOCAL SURVIVORS SAM WEINREB AND FRITZ OTTENHEIMER SHARED THEIR STORIES. NEARLY 400 STUDENT ENTRIES WERE SUBMITTED TO THE COMPETITION AND RECOGNIZED THROUGH WINNER SELECTIONS AND VIA A PUBLICATION FEATURING ALL ENTRIES. -IN EARLY MAY, THE ANNUAL COMMUNITY-WIDE YOM HASHOA COMMEMORATION FOCUSED ON LIBERATION AND HOPE AND FEATURED PITTSBURGH-AREA SURVIVORS TALKING ABOUT THEIR LIBERATION EXPERIENCES AND LIGHTING CANDLES IN MEMORY OF FAMILY MEMBERS WHO PERISHED. MANY SURVIVORS WERE JOINED ON STAGE BY FAMILY MEMBERS. THE PROGRAM ALSO FEATURED A CANDLE LIT IN HONOR OF THE LIBERATORS BY RAY BARTOLO, A LIBERATOR OF THE FLOSSENBERG CONCENTRATION CAMP. MR. BARTOLO WAS JOINED ON STAGE BY HIS SON AND GRANDSONS. COMMUNITY AND PUBLIC AFFAIRS COUNCIL (CPAC) CPAC ENJOYED A PARTICULARLY PRODUCTIVE YEAR, DURING WHICH THE ORGANIZATION PLAYED A LEAD ROLE IN LAUNCHING TWO MAJOR REGION-WIDE INTERFAITH INITIATIVES - ONE AIMED AT GENERATING DEEPER INTER-RELIGIOUS RELATIONSHIPS, THE OTHER AT INCREASING BLOOD DONATIONS AMONG MEMBERS OF ALL FAITHS. AMONG CPAC'S ACCOMPLISHMENTS THIS PAST YEAR ARE THE FOLLOWING: -THIS YEAR THE COMMUNITY AND PUBLIC AFFAIRS COUNCIL REVERTED BACK TO ITS FORMER NAME, THE COMMUNITY RELATIONS COUNCIL (CRC), TO MORE CLEARLY REFLECT THE WORK BEING DONE BY THIS COMMUNITY-RELATIONS ARM OF THE FEDERATION. -CHIEF AMONG CRC'S ACCOMPLISHMENTS IN 2010 WAS ITS WORK IN INTERFAITH RELATIONS, WHICH HELPED STRENGTHEN TIES AND ADVANCE MUTUAL UNDERSTANDING WITH PITTSBURGH'S 600,000-MEMBER CATHOLIC DIOCESE. IN A MOVE THAT PROMOTED BOTH ISRAEL ADVOCACY AND INTERFAITH RELATIONS, CRC PLAYED A LEAD ROLE IN BRINGING PITTSBURGH'S CATHOLIC LEADER, BISHOP DAVID ZUBIK, TO ISRAEL FOR HIS FIRST VISIT TO THE JEWISH STATE. WHILE THERE, BISHOP ZUBIK ATTENDED EREV SHABBAT SERVICES IN JERUSALEM, VISITED YAD VASHEM, AND MET THE FATHER OF ABDUCTED ISRAELI SOLDIER GILAD SHALIT. -RAISING AWARENESS OF THE PLIGHT OF SHALIT WAS ANOTHER FOCUS OF CRC THIS YEAR. THE ORGANIZATION TEAMED WITH JFILM TO PRESENT THE PITTSBURGH PREMIERE OF "FAMILY IN CAPTIVITY," A NEW DOCUMENTARY ABOUT THE SOLDIER'S FAMILY. PROFITS FROM THE EVENT WENT TO THE FREE GILAD SHALIT CAMPAIGN. -CRC'S ENVIRONMENTAL COMMITTEE TURNED ITS ATTENTION TO THE HIGHEST-PROFILE ENVIRONMENTAL ISSUE IN THE REGION: NATURAL-GAS DRILLING IN THE MARCELLUS SHALE. THE COMMITTEE PARTNERED WITH THE LEAGUE OF WOMEN VOTERS AND THE PITTSBURGH AREA JEWISH COMMITTEE TO PRESENT A BALANCED, HIGHLY INFORMATIVE PANEL PRESENTATION AT THE JCC. JFILM: THE PITTSBURGH JEWISH FILM FORUM THIS PAST YEAR, THE PITTSBURGH JEWISH ISRAELI FILM FESTIVAL CONTINUED ITS YEAR-ROUND PROGRAMMING AND ADOPTED THE NEW NAME: JFILM: THE PITTSBURGH JEWISH FILM FORUM. AMONG IS ACHIEVEMENTS ARE THE FOLLOWING: -JFILM'S 18TH ANNUAL FILM FESTIVAL TOOK PLACE MARCH 24 THROUGH APRIL 10, OFFERING 20 FILMS FROM NINE COUNTRIES. SCREENINGS WERE HELD IN THE CITY AND SURROUNDING SUBURBS AND WERE ATTENDED BY MORE THAN 3,700 PEOPLE. THIS YEAR, THE FESTIVAL HAD THE HIGHEST PER SCREEN AVERAGE IN THE HISTORY OF THE EVENT. -TEEN SCREEN, JFILM'S PROGRAM THAT OFFERS FREE SCREENINGS TO AREA MIDDLE AND HIGH-SCHOOLS STUDENTS, ATTRACTED OVER 2,800 STUDENTS AND TEACHERS FROM 38 SCHOOLS, REPRESENTING 24 SCHOOL DISTRICTS. THERE WERE 13 FREE SCREENINGS OF NINE FILMS. -TEEN SCREEN ALSO OFFERED TWO AFFILIATE PROGRAMS. CINEMA CLASSROOM TOOK JFILM EDUCATORS INTO TWO PITTSBURGH PUBLIC SCHOOL DISTRICT MIDDLE-SCHOOL CLASSES FOR THREE HOURS OF INSTRUCTION IN EACH CLASSROOM. THE GOAL OF CINEMA CLASSROOM IS TO DEEPEN THE IMPACT OF TEEN SCREEN FILMS AS THEY PERTAIN TO DIFFERING CULTURES, THE HUMANITIES, SOCIAL STUDIES AND HISTORY WHILE ALSO ENCOURAGING WRITING AND READING. ADDITIONALLY, JFILM EDUCATORS TRAVELLED TO EIGHT CLASSROOMS FOR QUICK LESSONS, ONE-TIME PREPARATORY IN-CLASS SESSIONS THAT ARE OFFERED TO ALL TEACHERS ATTENDING TEEN SCREEN. -REEL TO REAL: GENERATION TO GENERATION (IN COLLABORATION WITH J-SITE), ENABLED EIGHT TEENAGERS TO WATCH FILMS WITH APPROXIMATELY 116 SENIOR ADULTS, DURING SIX SESSIONS AT FOUR DIFFERENT SENIOR-LIVING FACILITIES. SCREENINGS WERE FOLLOWED BY DISCUSSIONS OF THE ISSUES PRESENTED. -THE RED STRING FILM SERIES (FORMERLY THE JEWCY FILM SERIES), OFFERED YEAR-ROUND PROGRAMMING FOR 21-35 YEAR-OLDS IN COLLABORATION WITH SHALOM PITTSBURGH, A YOUNG ADULT DIVISION OF THE JEWISH FEDERATION, AND J'BURGH, THE GRADUATE STUDENT AND YOUNG PROFESSIONAL ARM OF THE EDWARD AND ROSE BERMAN HILLEL JEWISH UNIVERSITY CENTER. -THROUGHOUT THE YEAR, SPECIAL JFILM SCREENINGS TOOK PLACE IN THE EASTERN SUBURBS, THE SOUTH HILLS, AND AREAS AROUND THE CITY, ATTRACTING AN ADDITIONAL 1,000 PEOPLE AND BRINGING JFILM'S TOTAL ATTENDANCE IN 2011 TO MORE THAN 7,500. ORGANIZATION'S MISSION CONTINUED: FORM 990, PART III, QUESTION 1 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 CHUCK PERLOW, TREASURER AND ELLEN KESSLER, DIRECTOR. A FAMILY RELATIONSHIP EXISTS BETWEEN DANIEL SHAPIRA, IMMEDIATE PAST CHAIR AND CYNTHIA SHAPIRA, ASSISTANT TREASURER. A FAMILY RELATIONSHIP EXISTS BETWEEN JUDY WEIN, DIRECTOR, AND ROBERT WEIN, SECRETARY. 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 THE UJF 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 ORGANIZATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FEDERATION'S FORM 990'S 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 GAINS ON INVESTMENTS: 11,595,507. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,269,564. TOTAL TO FORM 990, PART XI, LINE 5: 12,865,071. OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT: FORM 990, PART XII, QUESTION 2 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE ORGANIZATION 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 TUITION ASSISTANCE TO STUDENTS ENROLLED IN SENIOR SCHOOLS 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 TUITION ASSISTANCE TO STUDENTS ENROLLED IN JEWISH SCHOOLS 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. 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