2012-07-16T14:22:44-05:00 2011-08-31 Dylewsky Goldberg & Brenner LLC 30 Oak Street Stamford CT 06905 990 2010-09-01 066068624 UJAFederation of Greenwich Inc UJAF 2036221434 One Holly Hill Lane Greenwich CT 06830 Pam Ehrenkranz 2036221434 2012-07-16 1 Scott M Brenner 2039758830 2010 2016-02-24 21:20:13Z Pam Ehrenkranz One Holly Hill Lane Greenwich CT 06830 2117744 0 X www.ujafedgreenwich.org X 1955 CT Conducts federated campaigning in the greater Greenwich Connecticut area for Jewish organizations and programs. 47 47 9 0 0 0 1792782 1784112 93526 118617 40411 5238 86571 144392 2013290 2052359 824455 958306 0 0 543976 643328 0 0 143004 457461 557929 1825892 2159563 187398 -107204 4268836 3531202 2453354 1816606 1815482 1714596 To conduct federated campaigning in the greater Greenwich Connecticut area for Jewish organizations and programs. 0 0 958306 Allocations to agencies: the federation makes allocations to agencies in the current year from campaign revenues of the prior year. 732687 118617 Educational and community development a broad offering of educational and community development programs. 1690993 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 12 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 47 47 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X The Organization 2036221434 One Holly Hill Lane Greenwich CT 06830 Rabbi Vicki Axe 1.00 X 0 0 0 Maggie Anstey 1.00 X 0 0 0 Alan Batkin 1.00 X 0 0 0 Jane Batkin 1.00 X 0 0 0 Bran Berni 1.00 X 0 0 0 Margie Black 1.00 X 0 0 0 Ira Cohen 1.00 X 0 0 0 Ellen Davis 1.00 X X 0 0 0 Michael Delikat 1.00 X 0 0 0 Alice Delikat 1.00 X 0 0 0 Yossi Deren 1.00 X 0 0 0 Robert Driesen 1.00 X 0 0 0 Martin Flashner 1.00 X 0 0 0 Marlene Gilbert 1.00 X 0 0 0 Brett Goldberg 1.00 X 0 0 0 Eve Goldberg 1.00 X 0 0 0 Mark Golub 1.00 X 0 0 0 William Grad 1.00 X 0 0 0 Bruce Greenwald 1.00 X 0 0 0 Abby Levy 1.00 X X 0 0 0 Rabbi Mitchell Hurvitz 1.00 X 0 0 0 Selma Maisel 1.00 X 0 0 0 Ariel Manacher 1.00 X 0 0 0 Joan Mann 1.00 X 0 0 0 Robert Mann 1.00 X 0 0 0 David Messer 1.00 X 0 0 0 David Mullen 1.00 X 0 0 0 Brian Neilinger 1.00 X 0 0 0 Helen Nitkin 1.00 X 0 0 0 Stephanie Norton 1.00 X X 0 0 0 Jill Oberlander 1.00 X 0 0 0 Walter Primoff 1.00 X 0 0 0 Ellen Schapps Richman 1.00 X X 0 0 0 Michael Rome 1.00 X 0 0 0 Debbie Rosmarin 1.00 X 0 0 0 Arthur Schulman 1.00 X X 0 0 0 Linda Schlapfer 1.00 X 0 0 0 Andrew Sklarz 1.00 X 0 0 0 Helen Stark 1.00 X 0 0 0 Betty Steinberg 1.00 X 0 0 0 Deborah Steyn 1.00 X 0 0 0 Howard Steyn 1.00 X 0 0 0 Michele Stuart 1.00 X X 0 0 0 Robyn Wasserman 1.00 X 0 0 0 Jane Weitzman 1.00 X 0 0 0 Nancy Zisson 1.00 X X 0 0 0 Pam Ehrenkranz 40.00 X 179914 0 20735 179914 0 20735 1 0 1 0 0 1784112 1784112 Program revenue & Fees 900099 118617 118617 118617 5238 5238 110981 65385 45596 45596 Facility Reimbursement 900099 81446 81446 Other Revenue 900099 12929 12929 Admin fee - designated 900099 4421 4421 98796 2052359 118617 0 149630 948306 948306 10000 10000 190735 121782 39436 29517 381996 244179 79122 58695 545 345 111 89 28150 17805 5735 4610 41902 26503 8536 6863 61568 61568 13606 7941 3142 2523 20427 11980 4685 3762 10291 6007 2376 1908 40212 28952 5630 5630 5550 4185 390 975 2176 1289 302 585 28811 20743 4034 4034 35147 25305 4921 4921 8844 6019 1373 1452 Campaign & program supp 208656 196178 12478 Bad Debt Expense 96220 96220 Equipment rental and se 9597 5602 2216 1779 Miscellaneous 9342 4132 3898 1312 Professional Developmen 7482 3740 1871 1871 2159563 1690993 325566 143004 296246 39301 2217913 1611086 865607 1022228 4020 4143 3695 20804 14130 1365950 536208 856123 829742 8000 7000 4268836 3531202 19736 38622 887654 740707 10490 3475 447244 392122 1088230 641680 2453354 1816606 X 1615802 1528902 94880 80894 104800 104800 1815482 1714596 4268836 3531202 X -107204 6318 X X 0 1 1 X 0 X 2630146 2812171 2290778 1886308 1902729 11522132 2630146 2812171 2290778 1886308 1902729 11522132 2519856 9002276 119662 9598 -43604 40411 5238 131305 13212 103824 104220 114921 98796 434973 12088410 148240 0.74470 0.80280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66466 14 3323 63157 70044 -76 3502 66466 1.00000 1 0 300000 300000 664557 310127 354430 288070 118900 169170 113323 107181 6142 829742 Agency Liabilities 574180 Interest rate swap agreement liability 67500 641680 2052359 2159563 -107204 6318 6318 -100886 2058677 6318 6318 2052359 0 2052359 2159563 0 2159563 0 2159563 Description of Intended Use of Endowment Funds: Part V, Line 4: The primary investment objective is to preserve capital and minimize investment risk. Description of Uncertain Tax Positions Under FIN 48: Part X: The Federation evaluates all significant tax positions as required by accounting principles generally accepted in the United States of America. As of August 31, 2011, the Federation does not believe that it has taken any positions that would require the recording of any additional tax liability nor does it believe that there are any unrealized tax benefits that would either increase or decrease within the next year. The Federation is no longer subject to audits by the applicable taxing authorities for the period prior to 2008. JCC Greenwich, Inc. is in the process of finalizing its application for exempt organization status. It is assumed that the Affiliate will receive approval of this application soon after its submission to the Internal Revenue Service. Major Gifts 85180 85180 16512 15330 750 10872 Spring Luncheon 19580 19580 3945 6650 4287 5071 1 6221 6221 1968 110981 110981 20457 21980 5037 17911 65385 45596 1 Jewish Federations of North America 25 Broadway Suite 1700 New York NY 100041010 510172429 501(c)(3) 338683 To support other organizations Jewish Family Services of Greenwich One Holly Lane Greenwich CT 06830 061073590 501(c)(3) 163500 To support other organizations Jewish Home for the Elderly 175 Jefferson Street Fairfield CT 06825 060846991 501(c)(3) 20000 To support other organizations Bicultural Day School 2186 High Ridge Road Stamford CT 06903 060731793 501(c)(3) 15000 To support other organizations University of Connecticut Hillel 54 N Eagleville Road Storrs CT 06268 066071635 501(c)(3) 35000 To support other organizations Metropolitan Council on Jewish Poverty 80 Maiden Lane New York NY 10038 132738818 501(c)(3) 30000 To support other organizations Solomon Schecter Day School 555 West Hartsdale Avenue Hartsdale NY 105301015 412063123 501(c)(3) 23000 To support other organizations The Jewish High School of Connecticut 2710 Park Avenue Bridgeport CT 06604 205952939 501(c)(3) 5000 To support other organizations Birthright Israel 33 East 33rd Street 7th Fl New York NY 10016 134092050 501(c)(3) 19290 To support other organizations Southern New England Consortium 200 Fisher Drive Avon CT 06001 201475524 501(c)(3) 35000 To support other organizations Westchester Fairfield Hebrew Academy 270 Lake Ave Greenwich CT 06830 134013334 501(c)(3) 100000 To support other organizations The Schusterman - JDC Support Foundation 711 Third Ave New York NY 10017 134006764 501(c)(3) 100000 To support other organizations Jewish Book Council Inc 520 8Th Ave 4th Fl New york NY 10018 133737760 501(c)(3) 10000 To support other organizations American Committee For Shenkar College in Israel Inc 307 Seventh Ave Suite 1805 New York NY 10001 237090228 501(c)(3) 10000 To support other organizations Investigative Project on Terrorism Foundation 5505 Connecticut Ave NW 341 Washington DC 20015 134331855 501(c)(3) 10000 To support other organizations Hebrew Union College 1 West 4th St New York NY 10012 310537067 501(c)(3) 10000 To support other organizations 16 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: All allocations of available funds are determined by the allocation committee consisting of board members. Local agencies in the US submit requests to UJA for assistance. Representatives of these organizations in all cases appear before the committee to explain their mission and submit a request, including their audited financial statements, and in many cases a mid year report. X 0 0 0 0 0 0 0 0 0 Pam Ehrenkranz 179914 0 0 0 0 0 0 0 20735 0 200649 0 200343 0 Explanation for Not Filing Form 990-T Form 990, Part V, line 3b All fees and other reported income by the organization were generated by and for the organization's primary exempt purpose and are therefore not subject to unrelated business income tax. Form 990, Part VI, Section A, line 2 The following board members are married to each other: Alan and Jane Batkin, Michael and Alice Delikat, Bob and Joan Mann and Howard and Deborah Steyn. Form 990, Part VI, Section B, line 11 The form 990 is reviewed by the Executive director and members of the executive board before it is filed. Form 990, Part VI, Section B, line 12c The organization has a conflict of interest policy in place which is monitored annually. Form 990, Part VI, Section B, line 15a The compensation for the executive director must be approved by the board of directors. Form 990, Part VI, Section C, line 19 The form 990 and other documents are available at the agency's office to any person making a request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 6,318. Form 990, Part XII, Line 2C The organization has a committee that is responsible for overseeing the audit of its financial statements as well as the selection of an independent accountant. The process has not changed from the prior year.