2011-11-28T10:34:21-06:00 2010-08-31 RSM MCGLADREY INC 512 TOWNSHIP LINE RD ONE VALLEY SQ BLUE BELL PA 19422 990 2009-09-01 231500085 JEWISH FEDERATION OF GREATER PHILADELPHIA JEWI 2158320565 2100 ARCH STREET PHILADELPHIA PA 19103 Ira M Schwartz 2158320565 2011-11-22 1 CHRISTOPHER M PEKULA 2156418600 2009 2016-02-24 21:20:13Z X ira m schwartz 2100 ARCH STREET PHILADELPHIA PA 19103 41626095 0 X WWW.JEWISHPHILLY.ORG X 1901 PA The Federation is the central Jewish fundraising organization in the Greater Philadelphia area. As such, the Jewish Federation acts as a convener and funder of numerous local, national, and overseas Jewish organizations and seeks to partner with and fund community institutions and partner agencies to advance a community agenda. The Centers for Excellence, which consist of the Center for Jewish Life and Learning, the Center for Social Responsibility, and the Center for Israel and Overseas, evaluate and fund best-practices programs with cutting-edge tools and outcome measurements in order to assure efficiency and effectiveness in service delivery. The Federation also focuses on matching donors' philanthropic passions and interests with the needs of the community. (Continued below) 26 19 131 2000 -515875 -515875 26398099 34065708 0 -9792669 3972961 3094022 1155773 19699452 39194442 24143693 19717617 0 8809418 7972115 140161 97656 4585883 9103425 9389188 42196697 37176576 -22497245 2017866 219135942 219345458 111079567 109073660 108056375 110271798 The mission of the Jewish Federation of Greater Philadelphia is to mobilize financial and volunteer resources to address the community's most critical priorities in Philadelphia, Israel and overseas. 0 0 6240733 4485480 Federation's Center for Jewish Life & Learning supports the most effective local Jewish cultural and educational programs, and enables more community members - especially the youngest - to access and benefit from them.CENTER PRIORITIES: - Fostering Jewish education through support for Jewish day and congregational schools - Supporting educational and networking opportunities for Jewish college students and adults - Strengthening Greater Philadelphia's synagogues and Jewish community-building initiatives - Enhancing Jewish identity through youth programsWHY THE CENTER'S WORK IS CRITICAL TODAY - Jewish day school alumni are more likely than their non-day school peers to be involved in formal Jewish education, holiday observance, and Jewish community service. - Just 28% of all households responding to the 2009 Jewish Population Study of Greater Philadelphia had sent their children to Jewish day camp, a key Jewish-identity building experience. - According to the population study, at least 14% of all children in Jewish households throughout the Philadelphia area are not being raised Jewish and 6% of children have parents who have not yet decided if they will raise them as Jews. From Partnership for Excellence in Jewish EducationFollowing are the center's priority areas as well as the many successes realized. Fostering Jewish Education Through Support for Jewish Day and Congregational Schools - Enabled Federation to provide at least $1,000 per student at Greater Philadelphia's six Jewish day schools and to provide support to families of day school students with special needs. - Granted need-based scholarships to over 400 children so that they could attend local religious school programs. - Helped educate nearly 600 Jewish teens about the culture, traditions and language of the Jewish people through a high school program with 20 sites throughout the area. - Provided professional development opportunities to 375 religious school leaders and teachers and helped to transform over 25 local synagogue schools and the school experience for the thousands of students who attend.Supporting Educational and Networking Opportunities for Jewish College Students and Adults - Brought together over 2,600 Jewish adults from 74 local organizations to share, study and celebrate the Jewish values and issues highlighted in a specially selected book. - Supported over 140 Jewish educational, cultural and social events that engaged more than 1,000 adults ages 21 to 39, guiding them towards greater involvement in Jewish communal organizations. - Deepened more than 650 people's connections to Judaism through presentations from 70 scholars, artists and educators on Jewish history, text, art, culture and life. - Provided 57 Jewish adults and congregational leaders with advanced courses in Jewish history and tradition. - Screened independent feature films and documentaries from over 13 countries exploring the diversity of the Jewish experience during a three-week festival attracting some 4,000 attendees. - Enabled local universities to involve almost 7,000 college students in Jewish community-building, religious, educational and leadership-development activities.Strengthening Greater Philadelphia's Synagogues and Jewish Community-building Initiatives - Supported the infrastructure and programming of seven local kehillot, collaborative efforts of synagogues, Jewish agencies and community members to increase the strength and vitality of the Jewish community in their neighborhood. - Offered professional enrichment to 29 rabbis to help strengthen their leadership skills and their synagogues. - Enabled 13 local synagogues to sponsor Shabbat programs that helped increase member engagement and retention, and allowed participating synagogues to share best practices. - Provided leadership development for almost 150 local synagogue leaders to increase their synagogues' membership recruitment, engagement and retention. - Educated 20 rabbis on how to create programming for interfaith families.Enhancing Jewish Identity Through Youth Programs - Delivered books with Jewish content to over 2,200 Jewish children ages 6 months through 5 to help build young families' Jewish identity. - Provided 223 need-based scholarships to campers attending non-profit Jewish overnight camps. - Granted 287 need-based scholarships to children attending non-profit Jewish identity day camps in the five-county area. - Provided grants to 286 first- and second-time campers at Jewish overnight camps, to inspire families to begin or continue sending their children to non-profit Jewish overnight camps. 6242578 4642770 Federation's Center for Social Responsibility is committed to making certain that every local Jew facing difficult times has somewhere to turn. Working with Federation's partner organizations, the center helps to develop and supports/funds innovative programs that address the critical needs of community.CENTER PRIORITIES:- Offering comprehensive support for at-risk seniors*- Providing safety-net services for low-income individuals and families* - Enabling self-sufficiency- Supporting social action and government relations efforts that address the above priorities* These supports and services may include programs that combat food insecurity and provide hunger reliefWHY THE CENTER'S WORK IS CRITICAL TODAY - 11,300 Jews in Philadelphia face food insecurity. - Food costs, utility rates and property taxes are skyrocketing. - State funding for hunger relief, senior and safety-net services is flat or reduced. - Continued long-term unemployment is a serious concern. - Service gaps exist in our local aging delivery system.Following are the Center for Social Responsibility's priority areas as well as the many successes realized. - Offering Comprehensive Support for At-risk Seniors - Overall, provided support services for 5,220 seniors in their homes and in residential settings, to reduce isolation and maintain or improve their quality of life. - Delivered chaplaincy services to 428 seniors and served three kosher meals a day to 472 residents at a senior center. - Secured home repairs for 211 seniors in Philadelphia's Rhawnhurst neighborhood, enabling them to continue living safely in their homes. - Provided supportive and emergency response services to over 2,000 seniors, many of whom were frail, isolated or impoverished; over 80% of the clients who received these services were able to remain in their homes. - Provided round-trip transportation to medical appointments and other supportive services to 290 seniors in the City Line and Northeast corridor, helping 96% of these clients to live independently. - Supplied 19,458 kosher meals for 377 Jewish seniors in an organized residential setting; nearly 40% of these men and women were at or below the federal poverty level. - Sustained 97 Jewish seniors in hospice care with rabbinic support and counseling services and connected 1,585 seniors living in non-Jewish organized residential settings with professional and volunteer chaplaincy.Providing Safety Net Services for Low-income Individuals and Families - Overall, provided emergency assistance and long-term support to 9,605 low-income Jews. - Helped deliver 46,816 monthly food packages that included fresh produce to local individuals facing food insecurity. - Delivered 42,000 meals to the homes of 422 frail, low-income seniors. - Provided counseling, case management, home care and socialization programs to over 1,000 Jews struggling with financial hardships, developmental challenges and mental illness. - Provided financial assistance for rent relief, home repairs, medical and utility bills, food, transportation and citizenship services to almost 800 low-income, at-risk members of the community.Enabling Self-sufficiency - Delivered vocational training, employment and mental health counseling to 1,153 unemployed and underemployed people, placing 199 people in jobs. - Provided 123 childcare scholarships to 90 families participating in Jewish early childhood programs. As a result, more than one-third of the families were able to retain, search for or secure employment. - Helped 91 clients with essential immigration and citizenship services that build economic security and increase employment and/or access to public benefits. - Secured preschool and camp scholarships for 20 families, all of whom reported increased participation in Jewish programs or synagogue activities since their child(ren) entered preschool.Supporting Social Action and Government Relations EffortsDedicated dollars to promoting social action within the Jewish community which: - Engaged 4,832 Jewish community members, including over 400 college students and 542 retirees/seniors, in social action efforts; 97% of those volunteers who responded to a survey expressed an interest in continuing their volunteer involvement. - Generated over 84,000 volunteer hours (equaling a monetary value of more than $1.6 million) that provided safety-net services, addressed food insecurity and promoted social justice and service learning. - Educated every member of Pennsylvania's legislature about the importance of stable and consistent government funding for Naturally Occurring Retirement Communities (NORCs) and helped secure $200,000 in state funding for NORC supportive services. - Generated meetings with 13 labor leaders and co-sponsored a reception with the Israeli Consulate for 33 labor leaders, to increase their knowledge of Israel and the Jewish community's social service needs. 1992453 925945 Federation's Center for Israel & Overseas reaches out to the most vulnerable Jews of Israel and the Former Soviet Union to help meet their basic needs and to let them know they are not alone. Additionally, the center is dedicated to continually fortifying Israel's richness and security so that every Jewish generation, both present and future, can celebrate and enjoy a vibrant Jewish homeland.CENTER PRIORITY: - Building connections between Diaspora and Israeli JewsWHY THE CENTER'S WORK IS CRITICAL TODAY - Each Jewish age group is less invested in Israel than its elders, suggesting we are in the midst of a long-term and ongoing decline in Israel attachment.++ From Jewish Agency for Israel Web siteFollowing is the center's priority area as well as the many successes realized. - Building Connections Between Diaspora and Israeli Jews Through Israel Advocacy and Travel - Strengthened Israel-Diaspora connections in Federation's partnership communities by funding short-term visits to the region and supporting the region's Saligman Early Childhood Center, Kaiserman Family Ethiopian Cultural Center, Ofanim, Women's Empowerment, Young Scientists, Youth Leadership Development and Youth Futures programs. - Funded Federation's community-wide Israeli Independence Day festival in Philadelphia, which was attended by more than 6,000 guests. - Made possible 10-day trips to Israel for 80 college students and young professionals from Greater Philadelphia. - Supported local Israel advocacy efforts. - Provided more than $520,000 to facilitate missions and enable individuals to travel to Israel. - Supported Philadelphia-area arts and cultural programming including Israel seminars at synagogues and schools, an Israeli film festival and concerts featuring Israeli performers. 4208816 4208816 Jewish Federations of North America (JFNA) is the umbrella organization of the North America Jewish Federations and is supported by them. JFNA, through their partner agencies and service providers, Jewish Agency for Israel (JAFI) and Joint Distribution Committee (JDC), supports needs in Israel and around the world. Federation's Center for Israel & Overseas directs funding through JFNA. Federation's Center for Israel & Overseas reaches out to the most vulnerable Jews of Israel and the Former Soviet Union to help meet their basic needs and to let them know they are not alone. Additionally, the center is dedicated to continually fortifying Israel's richness and security so that every Jewish generation, both present and future, can celebrate and enjoy a vibrant Jewish homeland.CENTER PRIORITIES: - Supporting children at risk in Israel and the Former Soviet Union - Addressing food insecurity in Israel and the Former Soviet Union - Providing security and emergency services for vulnerable Jewish populations in IsraelWHY THIS WORK IS CRITICAL TODAY - Nearly 350,000 children in Israel - one in six youngsters - are at risk of neglect and/or physical, emotional or sexual abuse.* - Over 180,000 impoverished Jewish elderly live in the Former Soviet Union.* - As a result of the continual shelling on Sderot, conflict in Gaza and ongoing terrorist threats, Federation's Partnership 2000 region - Netivot and Sedot-Negev - has taken on added security responsibilities.* American Jewish Joint Distribution Committee statisticFollowing are the center's priority areas as well as the many successes realized. Supporting Children at Risk in Israel and the Former Soviet Union - Overall, provided physical and emotional support services to more than 5,400 children at risk. - Helped establish a center for surrogate parenting to find and train foster parents for children's group homes in Israel. - Facilitated Jewish and Israel-themed extra-curricular activities for nearly 5,000 children and teens from low income families in the Former Soviet Union. - Provided 186 high school students from Federation's partnership communities of Netivot and Sedot-Negev with group learning sessions in math, science and English approximately three times per week. - Supported a program for children at extreme risk in Israel that uses both street-based and club-based models to redirect youth to positive community involvement. To date, 98 youth have participated. - Offered therapy and parent training to 18 families headed by abusive, single parents; so far, eight families with 11 children have completed the program and all of these children have been allowed to stay at home because of their parents' behavioral changes. - Made possible educational services for 175 Ethiopian Israeli students in Netanya to help the students stay in school and to matriculate.Addressing Food Insecurity in Israel and the Former Soviet Union - Overall, provided basic, nutritious meals on a daily basis to close to 9,000 children and seniors in Israel and the Former Soviet Union. - Delivered hunger relief and medical assistance to Jewish elderly in the Former Soviet Union, providing 3,378 people with food packages, 193 people with hot meals in communal dining rooms, 250 people with fresh food packages, 151 people with food cards and 1,539 people with critically needed medical services. - Helped construct a centralized food bank in Israel. - Supplied 3,000 elderly, low-income Holocaust survivors with meals at their group facilities or their individual homes. - Provided a daily hot lunch and snack program for 130 elderly, disabled artisans in Israel.Providing Security and Emergency Services for Vulnerable Jewish Populations in Israel - Overall, provided emergency and security services for 36,622 people living in close proximity to Gaza. - Trained and equipped 14 emergency volunteers. - In Netivot, purchased emergency kits, renovated public bomb shelters and provided crisis training for social service professionals. - In Sedot-Negev, bought emergency equipment; renovated public bomb shelters; trained volunteers; and purchased an emergency generator, beds and mattresses and night vision binoculars. - In both communities, provided group therapy to these frail elderly residents. 6147749 4733288 Special Programs represent distributions from our donor advised funds and other endowment funds to multiple charity organizations. 1507735 78000 National and Other Services represent allocations to National Jewish organizations that support our local agencies and priorities. 1738256 Policy, Strategy, Funding and Administration are primarily funds used to measure and evaluate the impact of our programs in the Community. 643318 643318 Israel Emergency Fund was launched in the summer of 2006 to provide assistance to the victims of the war. 100% of the monies collected are distributed to Israel via jfna, as these funds are received. 14245874 9663422 28721638 1 1 0 1 1 0 0 0 1 1 0 1 0 1 1 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 1 64 0 131 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 26 19 1 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NY NJ FL CA X jerome nachlis 2158320807 2100 ARCH STREET PHILADELPHIA PA 19103 Bennett L Aaron 5.00 X X 0 0 0 Carol Aaron 2.00 X 0 0 0 Arlin M Adams 2.00 X 0 0 0 David J Adelman 2.00 X 0 0 0 William Albert 2.00 X 0 0 0 Allen B Apter 2.00 X 0 0 0 Frank C Ash 2.00 X 0 0 0 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X 0 0 0 Laurie Franz 2.00 X 0 0 0 Gary Freedman 2.00 X 0 0 0 Hope S Freiwald 2.00 X 0 0 0 Jerrold A Frezel 2.00 X 0 0 0 Ivan H Gabel 2.00 X 0 0 0 Steven H Gartner 2.00 X 0 0 0 Larry S Gershman 2.00 X 0 0 0 Lisa Glassner 2.00 X 0 0 0 William H Glazer 5.00 X 0 0 0 Edward M Glickman 2.00 X 0 0 0 Harvey Goldberg 5.00 X 0 0 0 Morey Goldberg 2.00 X 0 0 0 Edgar R Goldenberg 2.00 X 0 0 0 Gary R Goldenberg 2.00 X 0 0 0 Lisa B Goldenberg 2.00 X 0 0 0 Robert B Golder 2.00 X 0 0 0 Ellyn Golder Saft 2.00 X 0 0 0 Amir Goldman 2.00 X 0 0 0 Benjamin D Goldman 2.00 X 0 0 0 Randi Grauman 2.00 X 0 0 0 Richard J Green 2.00 X 0 0 0 Samuel J Greenblatt 2.00 X 0 0 0 Leonard E Grossman 2.00 X 0 0 0 David Gutin 2.00 X 0 0 0 Alvin P Gutman 2.00 X 0 0 0 Mary Bert Gutman 2.00 X 0 0 0 Lisa Hastings 2.00 X 0 0 0 Adam herzig 2.00 X 0 0 0 Lee S Hillerson 2.00 X 0 0 0 Alan J Hoffman 5.00 X 0 0 0 Jennifer Hoffman 2.00 X 0 0 0 Bruce Holberg 2.00 X 0 0 0 Amy Holtz 2.00 X 0 0 0 Marjorie Honickman vp 5.00 X X 0 0 0 Scott A Isdaner 2.00 X 0 0 0 Paul L Jaffe 2.00 X 0 0 0 Greg Jaron 2.00 X 0 0 0 Melissa S Johnson 2.00 X 0 0 0 Charles Kahn Jr 2.00 X 0 0 0 Kenneth S Kaiserman 5.00 X 0 0 0 Matthew H Kamens 5.00 X 0 0 0 Milton Kant 2.00 X 0 0 0 Ned J Kaplin 2.00 X 0 0 0 David Kasoff 2.00 X 0 0 0 Sally Katz 2.00 X 0 0 0 Andrew Keiser 2.00 X 0 0 0 Wayne D Kimmel vp 5.00 X X 0 0 0 Ariele Klausner 2.00 X 0 0 0 Jill Kleeman 2.00 X 0 0 0 Robert Klein 2.00 X 0 0 0 Herbert Kolsby 2.00 X 0 0 0 Arnold Kramer 2.00 X 0 0 0 Karen Kramer 2.00 X 0 0 0 Martin Kreithen 2.00 X 0 0 0 Bradley A Krouse 2.00 X 0 0 0 Rabbi Aaron Landes 2.00 X 0 0 0 Susanna Lachs adler 5.00 X 0 0 0 Robert Landman 2.00 X 0 0 0 Adam E Laver 2.00 X 0 0 0 Carole LeFaivre-Rochester 2.00 X 0 0 0 Herman Lefco 2.00 X 0 0 0 Seth J Lehr 2.00 X 0 0 0 Lori Levin 2.00 X 0 0 0 Marvin Levin 2.00 X 0 0 0 Michele S Levin 2.00 X 0 0 0 Sharon P Levin 2.00 X 0 0 0 Jonathan Levine 2.00 X 0 0 0 Joseph H Levine 2.00 X 0 0 0 Robert G Levine 2.00 X 0 0 0 Barbara Lincow 2.00 X 0 0 0 Philip Lindy 2.00 X 0 0 0 Irwin Lipton 2.00 X 0 0 0 William Luterman 2.00 X 0 0 0 Mildred G Magil 2.00 X 0 0 0 Leonard S Malmud 2.00 X 0 0 0 Theodore R Mann 2.00 X 0 0 0 Sidney Margulies 2.00 X 0 0 0 David H Marion 2.00 X 0 0 0 David G Marshall 2.00 X 0 0 0 Linda J McAleer 2.00 X 0 0 0 Adam P Meinstein 2.00 X 0 0 0 James M Meyer 2.00 X 0 0 0 Jay Minkoff 2.00 X 0 0 0 Sara Minkoff 5.00 X 0 0 0 Alan H Molod 2.00 X 0 0 0 Steven Morley 2.00 X 0 0 0 Jacqueline Needleman 2.00 X 0 0 0 Rosalind S Neff 2.00 X 0 0 0 Roy S Neff VP 5.00 X X 0 0 0 Holly Nelson 2.00 X 0 0 0 Norman E Nelson 2.00 X 0 0 0 Edward Newman 2.00 X 0 0 0 H Jeffrey Newman 2.00 X 0 0 0 Elliot C Norry 2.00 X 0 0 0 Gail S Norry 2.00 X 0 0 0 Eve D Orlow 2.00 X 0 0 0 Ronald L Panitch 2.00 X 0 0 0 Jon Parker 2.00 X 0 0 0 Raymond G Perelman 2.00 X 0 0 0 Cookie Perilstein 2.00 X 0 0 0 Lawrence J Pollock 2.00 X 0 0 0 Jeff Poppel 2.00 X 0 0 0 Stephen E Raynes 2.00 X 0 0 0 David L Reibstein 2.00 X 0 0 0 Beth G Reisboard 2.00 X 0 0 0 Mary Relles 2.00 X 0 0 0 Randy Robinson 2.00 X 0 0 0 Edward H Rosen 5.00 X 0 0 0 Elliott Rosen 2.00 X 0 0 0 Jill F Rosen 2.00 X 0 0 0 Peter Rosenberg 2.00 X 0 0 0 James A Rosenstein 2.00 X 0 0 0 George M Ross 2.00 X 0 0 0 Ronald Rubin 5.00 X 0 0 0 Renee G Sackey 2.00 X 0 0 0 Sherrie Savett Rovner 5.00 X 0 0 0 Clifford D Schlesinger 2.00 X 0 0 0 Milton S Schneider vp 5.00 X X 0 0 0 Allan B Schneirov 2.00 X 0 0 0 Miriam A Schneirov 5.00 X 0 0 0 Jeffrey I Schwartz 2.00 X 0 0 0 Jonathan Schwartz 2.00 X 0 0 0 Robert S Schwartz 2.00 X 0 0 0 Susan G Schwartz 2.00 X 0 0 0 William Schwartz 2.00 X 0 0 0 Bubbles Seidenberg 2.00 X 0 0 0 Nancy Selarnick 2.00 X 0 0 0 Raymond Shapiro 2.00 X 0 0 0 Betsy R Sheerr 2.00 X 0 0 0 Richard C Sheerr 2.00 X 0 0 0 Philip M Shiekman 2.00 X 0 0 0 Shirley R Shils 2.00 X 0 0 0 Murray H Shusterman 2.00 X 0 0 0 Steven J Sidewater 2.00 X 0 0 0 Rita Siegle 2.00 X 0 0 0 Michael Silverberg 2.00 X 0 0 0 Howard H Silverman 2.00 X 0 0 0 Florence R Silvers 2.00 X 0 0 0 Lawrence S Simon 2.00 X 0 0 0 Beryl D Simonson 5.00 X 0 0 0 Eileen S Sklaroff 2.00 X 0 0 0 David Smith 2.00 X 0 0 0 Joseph Smukler 5.00 X 0 0 0 Ralph S Snyder 2.00 X 0 0 0 Jessica Solomon 2.00 X 0 0 0 Mark I Solomon 2.00 X 0 0 0 Amy Stein 2.00 X 0 0 0 Murray M Spain 5.00 X 0 0 0 Rabbi Jay Stein 2.00 X 0 0 0 Pam Stein 2.00 X 0 0 0 S Ty Steinberg 2.00 X 0 0 0 Joan N Stern 2.00 X 0 0 0 Darren Sudman 2.00 X 0 0 0 Leon C Sunstein Jr 2.00 X 0 0 0 Robert R Tabas 2.00 X 0 0 0 Sylvan M Tobin 2.00 X 0 0 0 Moses Vegh 2.00 X 0 0 0 Leonard Wasserman 2.00 X 0 0 0 Marcia Wasserman 2.00 X 0 0 0 Sandra A Weiss 2.00 X 0 0 0 Dolly Wildstein 2.00 X 0 0 0 Sonia B Woldow 2.00 X 0 0 0 Robin Zappin 2.00 X 0 0 0 Norman Zarwin 2.00 X 0 0 0 Janet Zolot 2.00 X 0 0 0 Mark J Zucker 5.00 X 0 0 0 Ira M Schwartz 45.00 X 457784 0 32852 Namita Khasat 45.00 X 197730 0 11879 Andrea Adelman 45.00 X 202172 0 22170 Alex Stroker 45.00 X 179074 0 13138 Marc Blattner 45.00 X 253836 0 19132 Rachel Gross 45.00 X 135014 0 7917 Carol Weener 45.00 X 130955 0 25328 Carol Prushan 45.00 X 138727 0 22077 Rob Meyer 45.00 X 123563 0 19652 1818855 0 174145 17 0 1 0 Mitchell & Titus LLP One Battery Park 27th Fl New York NY 10004 Accounting 110000 Gentil Cleaning Service Inc PO Box 2097 Boothwyn PA 19061 Cleaning 106837 Betty the Caterer 7037 N Broad St Philadelphia PA 19126 Catering 101903 3 1218881 32846827 5608433 34065708 3559719 3559719 3657277 2431653 1225624 1225624 911643 313981 413242 413242 413242 413242 MISCELLANEOUS 531390 719958 719958 forfeited grants 900099 40047 40047 investment income from 900099 -829856 -829856 -69851 39194442 1324885 -515875 4319724 19493917 19493917 204450 204450 19250 19250 1475992 96298 472598 907096 5024423 1507049 1716157 1801217 202248 46289 140276 15683 943563 177019 363353 403191 325889 80969 118313 126607 1188 1188 104639 64724 39915 93881 20338 73543 36680 36680 97656 97656 241378 214109 23359 3910 135203 35293 99910 325455 51466 232782 41207 80860 -1732 82592 2309046 2029231 52734 227081 162544 20274 50003 92267 487735 71588 -48479 464626 520493 401718 118775 1429062 846483 282967 299612 120241 735 113686 5820 Internal Programs 2577098 2577098 0 0 Restricted Gift Expense 1596057 1596057 0 0 Internal Endowment Supp 1213740 1213740 0 0 tax (UBI) expense 128391 128391 0 0 rental expenses (includ -2174503 -2174503 0 0 37176576 28721638 3869055 4585883 14976810 5975643 15724390 12384389 2766014 1863018 257111 503936 54666619 15751109 40084341 38915510 122972790 139669898 22354486 20033064 219135942 219345458 1431709 1950126 30900144 26979238 275745 148444 28135000 27855000 10440444 10305778 2305000 3500000 37591525 38335074 111079567 109073660 X 44410639 47132049 33695988 32999686 29949748 30140063 108056375 110271798 219135942 219345458 X 0 1 1 X 0 X 37988396 50651453 38799559 26398099 34065708 187903215 37988396 50651453 38799559 26398099 34065708 187903215 187903215 2308226 3483647 6483463 5481028 7216996 24973360 655781 61428 352623 568086 -515875 1122043 1850509 3011599 3621323 2443371 760005 11686807 225685425 0.83260 0.83590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9170 27510 36680 38186185 38222865 1000000 250000 0 0 1000000 1000000 1500000 36680 36680 250000 250000 375000 9170 9170 255 66 3466733 4935885 4636885 533209 27538115 17033591 1 1 54623000 766000 5900000 7187000 435000 53667000 67886000 1202000 -7400000 6707000 358000 54623000 0.31800 0.68200 0.00000 0 0 7069250 7069250 43805573 13273134 30532439 2531485 1777902 753583 1260311 700073 560238 38915510 STATE OF ISRAEL BONDS 2641500 F BONDS & ASSETS BACKED SECURITIES 4158233 F FIXED INCOME MUTUAL FUNDS 47107644 F EQUITY MUTUAL FUNDS 61968781 F OTHER 23793740 F 139669898 ASSETS HELD UNDER CRT AGREEMENTS 5760555 NON-PARTICIPATING ASSETS 9760367 OTHER ASSETS 2703750 BENEFICIAL INTEREST IN CRT AGREEMENT 1333617 RESTRICTED CASH - TAX EXEMPT BOND PROCEEDS 474775 20033064 DONOR DESIGNATED LIABILITY 1679741 LIABILITY UNDER CHARITABLE GIFT ANNUITIES 3904885 OTHER NON-CURRENT LIABILITIES 2902224 LIABILITIES UNDER REVOCABLE TRUST AGREEMENTS 7506137 LIABILITY UNDER CRT AGREEMENT 4252169 investment in exponent 849867 accrued pension benefit cost 17240051 38335074 39194442 37176576 2017866 6132747 -5935190 197557 2215423 45721380 6132747 277404 -1756708 4653443 41067937 -1873495 -1873495 39194442 43509655 277404 6055675 6333079 37176576 0 37176576 Part V, Line 4: Description of Intended Use of Endowment Funds: The endowment funds of the Jewish Federation of Greater Philadelphia are intended to support and provide a secure financial foundation for the Jewish community of Greater Philadelphia and the larger Jewish community nationally, in Israel and overseas. We are dedicated to creating permanent assets to provide the Philadelphia Jewish community with the resources necessary to support a flourishing and vibrant Jewish community. Our endowment funds directly support Federation's annual campaign and community priorities, including programs and projects in Israel, as well as our local Jewish community agencies, synagogues, national Jewish organizations and general charitable organizations. Part X: Description of Uncertain Tax Positions Under FIN 48: The Federation adopted Accounting Standards Codification (ASC) 740, Accounting for Uncertainty in Income Taxes. This interpretation clarifies the accounting for income taxes by prescribing the minimum standard a tax position is required to meet before being recognized in the financial statements. ASC 740 is effective for fiscal years beginning after December 15, 2008. The Federation and the Exponent have not taken any uncertain tax position that should be accounted for under ASC 740. Part XI, Line 8 - Other Adjustments: EQUITY ON LOSS OF EXPONENT: -345778. CHANGE IN VALUE - NON-PARTICIPATING ASSETS: -2174176. CHANGE IN VALUE - CHARITABLE REMAINDER TRUST: 81163. CHANGE IN VALUE - CHARITABLE GIFT ANNUITIES: -231065. PROVISION FOR UNCOLLECTIBLES: -1475906. Loss on interest rate swap: -1660390. pension-related changes other than net periodic costs: -958912. Miscellaneous Difference: 18. unrelated business investment income: 829856. Part XII, Line 2d - Other Adjustments: change in value of non-participating assets: -2174176. rental expenses reclassed to revenue - depreciation: 55972. change in value of charitable remainder trust: 81163. change in value of charitable gift annuities: -231065. equity in earnings of exponent: -345778. sepArate entity revenue (kramer): 27320. unrelated business investment income: 829856. Part XII, Line 4b - Other Adjustments: rental income recorded as expense: 462139. SCHWARTZ campus RENTAL EXPENSES RECLASSED FROM EXPENSES: -1128214. sprint / jcc stiffel center RENTAL EXPENSES RECLASSED to revenues: -12799. 2100 arch street RENTAL EXPENSES RECLASSED FROM EXPENSES: -188379. REALLOCATED GRANTS: 40047. barrack RENTAL EXPENSES RECLASSED FROM EXPENSES: -1046289. Part XIII, Line 2d - Other Adjustments: PROVISION FOR UNCOLLECTIBLES: 1475906. sprint / jcc stiffel center RENTAL EXPENSES RECLASSED to revenues: 12799. 2100 arch street RENTAL EXPENSES RECLASSED to revenues: 188379. sepArate entity expenses (kramer): 31000. SCHWARTZ campus RENTAL EXPENSES RECLASSED FROM EXPENSES: 1128214. pension-realted changes other than net periodic costs: 958912. rental expenses reclassed to revenue - depreciation: 55972. rental income recorded as expense: -462139. REALLOCATED GRANTS: -40047. LOSS ON INTEREST RATE SWAP: 1660390. barrack RENTAL EXPENSES RECLASSED FROM EXPENSES: 1046289. 1 middle east and north africa 1 1 program service activity Center for Israel & Overseas 119224 Middle east and north africa 0 0 Program Service Activity Program Mission Services 83137 Middle east and north africa 0 0 Program Service Activity Consulting service israel arts maps 7714 Middle east and north africa 0 0 Program Service Activity IT consulting service 7500 Middle east and north africa 0 0 Program Service Activity Program Mission Services 72479 Middle east and north africa 0 0 Program Service Activity Program Mission services 41351 Middle east and north africa 0 0 Program Service Activity Program/event entertainment 21007 1 1 352412 middle east and North Africa general support 5750 check middle east and North Africa Scholarship 7500 $3,500 - Check $4,000 - Wire 2 Procedure for Monitoring Grants Outside the U.S.: Schedule F, Part I, Line 2: Effective January, 2009, Jewish Federations of North American (JFNA) adopted a procedure for assisting Federations in making overseas grants to charities in Israel which do not have an "American Friends of" office which is a public charity listed with the IRS. Federation distributes all grants to Israel from donor-advised, endowment and other funds in accordance with JFNA's policy as follows: 1. Upon receipt of a recommendation ($500 minimum) from a donor-advised fund or other source for an Israel grant, Federation will file a "Request for Pre-Grant Inquiry" form relaying the name of the proposed grantee and purpose of the grant to JFNA. (see exhibit A) 2. JFNA forwards the information to United Israel Appeal ("UIA") which conducts a pre-grant review. As part of the pre-grant review, UIA determines whether or not the grant will be used for charitable purposes and confirms that the charity is qualified under the procedures of the Israeli government. 3. Based upon the results of the UIA review, Federation approves or declines the grant recommendation. 4. Federation sends a formal grant recommendation and funds to JFNA. A copy of a sample letter is attached. (see exhibit B) 5. JFNA reviews the Federation recommendation and submits it to its approval process. Note, if the recommendation is approved, JFNA forwards it with a recommendation to UIA, which will make the final decision to approve or decline the application. Given the prior investigation by UIA, it is anticipated that these recommendations will generally be approved and the initiating Federation will be advised that the grant has been approved. If the recommendation is declined, JFNA will notify the Federation and the funds will be used to fulfill other existing obligations of the Federation to JFNA. 6. Upon UIA approval, the grant will be made pursuant to a written grant award agreement and the requisite oversight procedures will be implemented. A copy of the Sample Grant Agreement is attached. (see exhibit C) JFNA and UIA will retain the necessary documentation to satisfy IRS reporting and recordkeeping requirements for the foreign grant, and UIA will report the foreign grant on its Form 990. X X X X X X 1 Siegel marketing group telemarketing solicitations 0 263232 58307 204925 fairmount ventures inc grantwriting/proposals 0 85000 45177 39823 348232 103484 244748 PA NJ NY FL CA 1 ABRAMS HEBREW ACADEMY 31 WEST COLLEGE AVENUE YARDLEY PA 19067 216001415 501(C)(3) 240492 GENERAL AND/OR PROGRAM SUPPORT ABRAMSON CENTER FOR JEWISH LIFE 1425 HORSHAM ROAD NORTH WALES PA 19454 232083077 501(C)(3) 430515 GENERAL AND/OR PROGRAM SUPPORT ADOPT-AN-AUTHOR INC 9447 COVENTRY LAKE COURT WEST PALM BEACH FL 33411 141844572 501(C)(3) 8500 GENERAL AND/OR PROGRAM SUPPORT ADVOCATES FOR THE JEWISH MENTALLY iii (AJMI) PO BOX 52730 PHILadelphia PA 19115 232666629 501(C)(3) 20185 GENERAL AND/OR PROGRAM SUPPORT AISH HATORAH-METRO PHILADELPHIA INC 50 MONTGOMERY AVENUE BALA CYNWYD PA 19004 232854127 501(C)(3) 10963 GENERAL AND/OR PROGRAM SUPPORT ALBERT EINSTEIN HEALTHCARE NETWORK 5501 OLD YORK ROAD PHILADElphia PA 19141 232290323 501(C)(3) 16346 GENERAL AND/OR PROGRAM SUPPORT All 4 Israel 53 Dewhurst Street Staten Island NY 10314 050553417 501(C)(3) 59166 GENERAL AND/OR PROGRAM SUPPORT American Friends of Bet-El Yeshiva Center 50 Polk Avenue Hempstead NY 11550 112586564 501(C)(3) 5000 GENERAL AND/OR PROGRAM SUPPORT American Friends of Darche Noam 226 Smith Street Woodmere NY 11598 112694906 501(C)(3) 5000 GENERAL AND/OR PROGRAM SUPPORT American Friends of Magen David Adom-ARMDI 4th Floor 352 7th Avenue New York NY 10001 131790719 501(C)(3) 8300 GENERAL AND/OR PROGRAM SUPPORT American Friends of Orr Shalom 11831 Minnetonka Blvd Minneapolis MN 55305 133502871 501(C)(3) 260335 GENERAL AND/OR PROGRAM SUPPORT American Jewish Joint Distribution Committee 711 Third Avenue 10th Floor New York NY 10017 131656634 501(C)(3) 6525 GENERAL AND/OR PROGRAM SUPPORT American Society for Technion c/o Linda Richman Suite 211 100 Four Falls Corporate Center Conshohocken PA 19428 130434195 501(C)(3) 43453 GENERAL AND/OR PROGRAM SUPPORT Anti-Defamation League (ADL) 1500 mARKET STREET PHILadelphia PA 19102 132887439 501(C)(3) 18122 GENERAL AND/OR PROGRAM SUPPORT Ascent of Safed 383 Kingston 28 Brooklyn NY 11213 112879462 501(C)(3) 12540 GENERAL AND/OR PROGRAM SUPPORT Auerbach Central Agency for Jewish Education JOP 7607 Old York Road Melrose Park PA 19027 232473518 501(C)(3) 1787900 GENERAL AND/OR PROGRAM SUPPORT B'nai B'rith Youth Organization 2020 K Street NW 7400 Washington DC 20006 530209634 501(C)(3) 5353 GENERAL AND/OR PROGRAM SUPPORT Bates College Lane Hall 2 Andrews Road Lewiston ME 04240 010211781 501(C)(3) 5000 GENERAL AND/OR PROGRAM SUPPORT Bayith Lepleitot Inc 1362 East 21st Street Brooklyn NY 11210 112213686 501(C)(3) 15500 GENERAL AND/OR PROGRAM SUPPORT Benchmark School 2107 North Providence Road Media PA 19063 231728895 501(C)(3) 22500 GENERAL AND/OR PROGRAM SUPPORT Beth Am Israel 1301 Hagys Ford Road Penn Valley PA 19072 231389399 501(C)(3) 7915 GENERAL AND/OR PROGRAM SUPPORT Beth David Reform Congregation 1130 Vaughan Lane Gladwyne PA 19035 236000908 501(C)(3) 56795 GENERAL AND/OR PROGRAM SUPPORT Beth Sholom Congregation 8231 Old York Road Elkins Park PA 19027 020806071 501(C)(3) 17503 GENERAL AND/OR PROGRAM SUPPORT Birthright Israel 33 E 33rd Street New York NY 10016 134092050 501(C)(3) 66350 GENERAL AND/OR PROGRAM SUPPORT Board of Rabbis 2100 Arch St 3rd Floor Philadelphia PA 19103 231571787 501(C)(3) 20000 GENERAL AND/OR PROGRAM SUPPORT Boca Raton Jewish Community Day School Inc 21011 95th Avenue South Boca Raton FL 33428 650489297 501(C)(3) 12500 GENERAL AND/OR PROGRAM SUPPORT Boys Town Jerusalem Foundation of America Suite 351 333 East Lancaster Avenue Avenue Wynnewood PA 19096 115324002 501(C)(3) 8166 GENERAL AND/OR PROGRAM SUPPORT CRIB-EFRAT (Committee for the Rescue of Israel 333 West 86th Street Suite 1003 New York NY 10024 223431457 501(C)(3) 200000 GENERAL AND/OR PROGRAM SUPPORT Center for Advanced Judaic Studies 420 Walnut Street Philadelphia PA 19106 231352685 501(C)(3) 77299 GENERAL AND/OR PROGRAM SUPPORT Center for Traditional Music and Dance Suite 1314 32 Broadway New York NY 10004 237379877 501(C)(3) 6800 GENERAL AND/OR PROGRAM SUPPORT Chabad Lubavitch of the Main Line Inc 625 Montgomery Avenue Merion Station PA 19066 200072887 501(C)(3) 8380 GENERAL AND/OR PROGRAM SUPPORT Chasdei Eliyahu 200 Haverford Road Wynnewood PA 19096 233017387 501(C)(3) 10500 GENERAL AND/OR PROGRAM SUPPORT Childrens Museum of Manhattan 212 West 83rd Street New York NY 10024 132761376 501(C)(3) 50200 GENERAL AND/OR PROGRAM SUPPORT Clean the World Foundation Inc Suite 1-210 3564 Avalon Park Boulevard East Orlando FL 32828 264212487 501(C)(3) 30000 GENERAL AND/OR PROGRAM SUPPORT Combined Jewish Philanthropies of Greater Boston I 126 High Street Boston MA 02110 042103559 501(C)(3) 10000 GENERAL AND/OR PROGRAM SUPPORT Commonwealth Shakespeare Company Inc Unit 328 539 Tremont Street Boston MA 02116 042947682 501(C)(3) 5000 GENERAL AND/OR PROGRAM SUPPORT Congregation Adath Jeshurun 7763 Old York Road Elkins Park PA 19027 231484192 501(C)(3) 65828 GENERAL AND/OR PROGRAM SUPPORT Congregation Beth Or 239 Welsh Road Maple Glen PA 19002 236005909 501(C)(3) 30400 GENERAL AND/OR PROGRAM SUPPORT Congregation Kol Ami 8201 HIGH SCHOOL ROAD ELkins Park PA 19027 232771426 501(C)(3) 5000 GENERAL AND/OR PROGRAM SUPPORT Congregation Rodeph Shalom 615 North Broad Street Philadelphia PA 19123 231365228 501(C)(3) 41644 GENERAL AND/OR PROGRAM SUPPORT Congregation Shearith Israel 9401 Douglas Avenue Dallas TX 75225 203737209 501(C)(3) 9000 GENERAL AND/OR PROGRAM SUPPORT Cooper Foundation 1 Cooper Plaza Camden NJ 08103 222213715 501(C)(3) 5000 GENERAL AND/OR PROGRAM SUPPORT Cystic Fibrosis Foundation 2004 Sproul Road 208 Broomall PA 19008 232573569 501(C)(3) 17200 GENERAL AND/OR PROGRAM SUPPORT Dana Farber Cancer Institute 44 Binney Street Boston MA 02115 042263040 501(C)(3) 6000 GENERAL AND/OR PROGRAM SUPPORT Dandelion Productions Inc 81 Humiston Drive Bethany CT 06524 223075613 501(C)(3) 7500 GENERAL AND/OR PROGRAM SUPPORT Delaware Valley Friends School 19 East Central Avenue Paoli PA 19301 232416737 501(C)(3) 8000 GENERAL AND/OR PROGRAM SUPPORT Delaware Valley Green Building Council Suite 999 1617 John F Kennedy Boulevard Philadelphia PA 19103 331010961 501(C)(3) 5000 GENERAL AND/OR PROGRAM SUPPORT Derech Institute for Torah Studies 127 Beverly Road Brooklyn NY 11218 810639911 501(C)(3) 5000 GENERAL AND/OR PROGRAM SUPPORT Federation Early Learning Services (FELS) 10700 Jamison Avenue Philadelphia PA 19116 231352554 501(C)(3) 70774 GENERAL AND/OR PROGRAM SUPPORT Federation Housing 8900 Roosevelt Boulevard Philadelphia PA 19115 232122054 501(C)(3) 120000 GENERAL AND/OR PROGRAM SUPPORT Female Hebrew Benevolent Society 2125 Delancey Place Philadelphia PA 19103 236269039 501(C)(3) 36251 GENERAL AND/OR PROGRAM SUPPORT Fox Chase Cancer Center 333 COTTMAN AVENUE PHIladelphia PA 19111 232003072 501(C)(3) 5660 GENERAL AND/OR PROGRAM SUPPORT Free Library of Philadelphia 1901 Vine Street Suite 400 Philadelphia PA 19103 521173474 501(C)(3) 6058 GENERAL AND/OR PROGRAM SUPPORT Friends Central School 1101 City Avenue Wynnewood PA 19096 231352636 501(C)(3) 14595 GENERAL AND/OR PROGRAM SUPPORT Friends of the Arava Institute Suite 18 2041 Herr Street Harrisburg PA 17103 113485736 501(C)(3) 23200 GENERAL AND/OR PROGRAM SUPPORT Galilee Pavilion 21 Penn Valley Road Levittown PA 19054 232611169 501(C)(3) 10000 GENERAL AND/OR PROGRAM SUPPORT Germantown Jewish Centre 400 WEST ELLET STREET PHIladelphia PA 19119 231396831 501(C)(3) 14050 GENERAL AND/OR PROGRAM SUPPORT Golden Slipper Camp 215 N Presidential Blvd BALA CYNWYD PA 19004 231312911 501(C)(3) 20000 GENERAL AND/OR PROGRAM SUPPORT Gratz College 7605 Old York Road Elkins Park PA 19027 231352642 501(C)(3) 513091 GENERAL AND/OR PROGRAM SUPPORT Greater Philadelphia Urban Affairs Coalition 1207 Chestnut Street Suite 700 Philadelphia PA 19107 237046393 501(C)(3) 5058 GENERAL AND/OR PROGRAM SUPPORT Guideline Services 754 South 9th Street Philadelphia PA 19147 222464029 501(C)(3) 37010 GENERAL AND/OR PROGRAM SUPPORT Hadassah 1518 WALNUT STREET PHIladelphia PA 19102 136227614 501(C)(3) 32516 GENERAL AND/OR PROGRAM SUPPORT Hanahau'oli School 1922 Makiki Street Honolulu HI 96822 990074143 501(C)(3) 31000 GENERAL AND/OR PROGRAM SUPPORT Har Zion Temple 1500 Hagys Ford Road Penn Valley PA 19072 231365242 501(C)(3) 28134 GENERAL AND/OR PROGRAM SUPPORT Harvard University 1033 Massachusetts Avenue Third Floor Cambridge MA 02138 530199180 501(C)(3) 25000 GENERAL AND/OR PROGRAM SUPPORT Hawaii Public Radio 738 Kaheka Street Honolulu HI 96814 510191809 501(C)(3) 5300 GENERAL AND/OR PROGRAM SUPPORT HIAS and Council Migration Service of Philadelphia 2100 Arch Street 3rd Floor Philadelphia PA 19103 231405597 501(C)(3) 50339 GENERAL AND/OR PROGRAM SUPPORT Hillel of Greater Philadelphia Steinhardt Hall 215 S 39th St Philadelphia PA 19104 231365179 501(C)(3) 451416 GENERAL AND/OR PROGRAM SUPPORT IMAJNZ Foundation c/o Judi Goodman 7254 Willow Lane Ambler PA 19002 264506427 501(C)(3) 10200 GENERAL AND/OR PROGRAM SUPPORT Institute of Critical Care Medicine 35100 Bob Hope Drive Rancho Mirage CA 92270 510181236 501(C)(3) 5000 GENERAL AND/OR PROGRAM SUPPORT Interfaith Center of Greater Philadelphia 3723 Chestnut Street Philadelphia PA 19104 050597080 501(C)(3) 19000 GENERAL AND/OR PROGRAM SUPPORT Interfaithways 8339 Old York Road Elkins Park PA 19027 142011421 501(C)(3) 20000 GENERAL AND/OR PROGRAM SUPPORT International Documentary Association 1201 West 5th Street Suite M270 Los Angeles CA 90017 953911227 501(C)(3) 6300 GENERAL AND/OR PROGRAM SUPPORT Jack M Barrack Hebrew Academy 272 S Bryn Mawr Ave Bryn Mawr PA 19010 231352614 501(C)(3) 326875 GENERAL AND/OR PROGRAM SUPPORT JCC Kaiserman 45 Haverford Road Wynnewood PA 19096 270841715 501(C)(3) 127600 GENERAL AND/OR PROGRAM SUPPORT JCPA (Jewish Council for Public Affairs) 116 E 27th Street 10th Floor New York NY 10016 131624104 501(C)(3) 20000 GENERAL AND/OR PROGRAM SUPPORT JEVS Human Services 1845 Walnut Street 7th Floor Philadelphia PA 19103 231352118 501(C)(3) 623053 GENERAL AND/OR PROGRAM SUPPORT Jewish Committee On Scouting 2541 Candytuft Drive Jamison PA 18929 030594110 501(C)(3) 16100 GENERAL AND/OR PROGRAM SUPPORT Jewish Community Centers of Greater Philadelphia 401 South Broad Street Philadelphia PA 19147 231352242 501(C)(3) 1010967 GENERAL AND/OR PROGRAM SUPPORT Jewish Community Homes for Adult Independence (JCH 21 Bala Avenue - Suite 100 Bala Cynwyd PA 19004 232493728 501(C)(3) 63600 GENERAL AND/OR PROGRAM SUPPORT Jewish Family & Children's Service 2100 Arch Street 5th Floor Philadelphia PA 19103 231352024 501(C)(3) 1785953 GENERAL AND/OR PROGRAM SUPPORT Jewish Federation of Atlantic and Cape May Countie 501 North Jerome Avenue Margate NJ 08402 210632971 501(C)(3) 5400 GENERAL AND/OR PROGRAM SUPPORT Jewish Federation of Greater Phoenix Suite 201 12701 North Scottsdale Road Scottsdale AZ 85254 860096784 501(C)(3) 10000 GENERAL AND/OR PROGRAM SUPPORT Jewish Federation of Palm Beach County 4601 Community Drive West Palm Beach FL 33417 590948696 501(C)(3) 55080 GENERAL AND/OR PROGRAM SUPPORT Jewish Federation of South Palm Beach County 9901 Donna Klein Boulevard Boca Raton FL 33428 591945109 501(C)(3) 28000 GENERAL AND/OR PROGRAM SUPPORT Jewish Federation of Southern New Jersey 1301 Springdale Road Suite 200 Cherry Hill NJ 08003 210634489 501(C)(3) 5000 GENERAL AND/OR PROGRAM SUPPORT Jewish National Fund (JNF) 2100 Arch Street 3rd Floor Philadelphia PA 19103 131659627 501(C)(3) 11603 GENERAL AND/OR PROGRAM SUPPORT Jewish Relief Agency 116 Bala Avenue Bala Cynwyd PA 19004 262578017 501(C)(3) 328251 GENERAL AND/OR PROGRAM SUPPORT Jewish Telegraphic Agency 330 Seventh Avenue 11th Fl New York NY 10001 130887610 501(C)(3) 8000 GENERAL AND/OR PROGRAM SUPPORT Jewish Theological Seminary 261 Old York Road Suite 617 Jenkintown PA 19046 130887640 501(C)(3) 5703 GENERAL AND/OR PROGRAM SUPPORT Jewish Theological Seminary 3080 Broadway New York NY 10027 131624238 501(C)(3) 11100 GENERAL AND/OR PROGRAM SUPPORT Johns Hopkins University 1101 East 33rd Street No D200 Baltimore MD 21218 520595110 501(C)(3) 5500 GENERAL AND/OR PROGRAM SUPPORT Juvenile Diabetes Research Foundation 225 City Line Avenue Suite 104 Bala Cynwyd PA 19004 231907729 501(C)(3) 16550 GENERAL AND/OR PROGRAM SUPPORT Keneseth Israel Reform Congregation 8339 Old York Road Elkins Park PA 19027 231365269 501(C)(3) 15826 GENERAL AND/OR PROGRAM SUPPORT Kesher Israel Congregation 1000 Pottstown Pike West Chester PA 19380 203143098 501(C)(3) 5680 GENERAL AND/OR PROGRAM SUPPORT Klein and Stiffel JCCs 10100 Jamison Avenue Philadelphia PA 19116 270840848 501(C)(3) 1691893 GENERAL AND/OR PROGRAM SUPPORT Kohelet Yeshiva High School 223 North Highland Avenue Merion Station PA 19066 232915026 501(C)(3) 230227 GENERAL AND/OR PROGRAM SUPPORT Lankenau Hospital Foundation Suite 558 100 East Lancaster Avenue Avenue Wynnewood PA 19096 232119720 501(C)(3) 11750 GENERAL AND/OR PROGRAM SUPPORT Lehigh Valley Jewish Foundation 702 North 22nd Street Allentown PA 18104 232737172 501(C)(3) 8000 GENERAL AND/OR PROGRAM SUPPORT Living Beyond Breast Cancer Suite 224 354 West Lancaster Avenue Avenue Haverford PA 19041 232734689 501(C)(3) 15650 GENERAL AND/OR PROGRAM SUPPORT Lower Merion Conservancy 1301 Rose Glen Road Gladwyne PA 19035 232658208 501(C)(3) 5150 GENERAL AND/OR PROGRAM SUPPORT Lower Merion Synagogue 123 Old Lancaster Road Bala Cynwyd PA 19004 232615920 501(C)(3) 16889 GENERAL AND/OR PROGRAM SUPPORT Main Line Reform Temple Beth Elohim 410 Montgomery Avenue Wynnewood PA 19096 231494772 501(C)(3) 25080 GENERAL AND/OR PROGRAM SUPPORT Martins Run 11 Martins Run Media PA 19063 232090256 501(C)(3) 43000 GENERAL AND/OR PROGRAM SUPPORT MD Anderson Cancer Center 1515 Holcombe Boulevard Houston TX 77030 746000203 501(C)(3) 6750 GENERAL AND/OR PROGRAM SUPPORT Melrose B'nai Israel Emanu-El 133 West Cheltenham Avenue Cheltenham PA 19012 232184737 501(C)(3) 5353 GENERAL AND/OR PROGRAM SUPPORT Middle East Forum 1500 Walnut Street Suite 1050 Philadelphia PA 19102 237749796 501(C)(3) 5350 GENERAL AND/OR PROGRAM SUPPORT Minding Your Mind 2nd Floor 42 West Lancaster Avenue Ardmore PA 19003 208448707 501(C)(3) 5000 GENERAL AND/OR PROGRAM SUPPORT Moving Traditions 115 West Avenue Ste 102 Jenkintown PA 19102 342015014 501(C)(3) 25000 GENERAL AND/OR PROGRAM SUPPORT National Liberty Museum 321 Chestnut Street Philadelphia PA 19106 232788633 501(C)(3) 23900 GENERAL AND/OR PROGRAM SUPPORT National Museum of American Jewish History (NMAJH) 101 South Independence Mall East Philadelphia PA 19106 237379280 501(C)(3) 6533 GENERAL AND/OR PROGRAM SUPPORT Neighborhood Bike Works 3916 Locust Walk Philadelphia PA 19104 233012779 501(C)(3) 19631 GENERAL AND/OR PROGRAM SUPPORT Neighborhood Youth Association Inc 1016 Pleasant View Avenue Venice CA 90291 951691297 501(C)(3) 5000 GENERAL AND/OR PROGRAM SUPPORT New World Association of Emigrants from Eastern Eu 9857 Bustleton Avenue Philadelphia PA 19115 232316914 501(C)(3) 22000 GENERAL AND/OR PROGRAM SUPPORT Norristown Church of God 329-351 East Wood Street Norristown PA 19401 232074828 501(C)(3) 7100 GENERAL AND/OR PROGRAM SUPPORT North American Conference on Ethiopian Jewry Suite 701 255 West 36th Street New York NY 10018 133187021 501(C)(3) 27827 GENERAL AND/OR PROGRAM SUPPORT Opera Company of Philadelphia 1420 Locust Street Suite 210 Philadelphia PA 19102 231504706 501(C)(3) 5300 GENERAL AND/OR PROGRAM SUPPORT Or Hadash 190 Camp Hill Road Ft Washington PA 19034 232520118 501(C)(3) 11398 GENERAL AND/OR PROGRAM SUPPORT OROT 604 Harper Avenue Jenkintown PA 19046 200803538 501(C)(3) 95620 GENERAL AND/OR PROGRAM SUPPORT Passover League of Philadelphia 215 North Presidential Boulevard 1st Floor Bala Cynwyd PA 19004 236267034 501(C)(3) 18266 GENERAL AND/OR PROGRAM SUPPORT Penn State Hillel 117 Pasquerilla Spiritual Center UNIVERSITY PARK PA 16802 256078799 501(C)(3) 50200 GENERAL AND/OR PROGRAM SUPPORT Pennsylvania Ballet Suite 210 1819 John F Kennedy Boulevard Philadelphia PA 19103 231629970 501(C)(3) 7500 GENERAL AND/OR PROGRAM SUPPORT Pennsylvania Jewish Coalition 800 N Third Street Suite 401 B Harrisburg PA 17102 232210499 501(C)(4) 75000 GENERAL AND/OR PROGRAM SUPPORT Philabundance 3616 South Galloway Street Philadelphia PA 19148 232290505 501(C)(3) 8434 GENERAL AND/OR PROGRAM SUPPORT Philadelphia Holocaust Remembrance Foundation Inc 2100 Arch Street Philadelphia PA 19103 201932196 501(C)(3) 20000 GENERAL AND/OR PROGRAM SUPPORT Philadelphia Museum of Art PO Box 7646 Philadelphia PA 19101 231365388 501(C)(3) 11919 GENERAL AND/OR PROGRAM SUPPORT Philadelphia Orchestra Association 260 SOUTH BROAD STREET PHIladelphia PA 19102 231352289 501(C)(3) 15600 GENERAL AND/OR PROGRAM SUPPORT Philadelphia Ronald McDonald House 3925 Chestnut Street Philadelphia PA 19104 237377505 501(C)(3) 5825 GENERAL AND/OR PROGRAM SUPPORT Politz Hebrew Academy 9225 Old Bustleton Ave Philadelphia PA 19115 222436383 501(C)(3) 304972 GENERAL AND/OR PROGRAM SUPPORT Pro-Choice Massachusetts Foundation Inc 15 Court Square Suite 900 Boston MA 02108 042679358 501(C)(3) 10000 GENERAL AND/OR PROGRAM SUPPORT Raymond & Ruth Perelman Jewish Day School 49 Haverford Road Wynnewood PA 19096 231496890 501(C)(3) 464457 GENERAL AND/OR PROGRAM SUPPORT Resources for Human Development Inc WMF Womens Medical Fund Post Office Box 40748 Philadelphia PA 19107 231727133 501(C)(3) 5100 GENERAL AND/OR PROGRAM SUPPORT Russian American Jewish Experience (RAJE) 198 Tomlinsn Road Philadelphia PA 19116 113500839 501(C)(3) 35000 GENERAL AND/OR PROGRAM SUPPORT Temple Adath Israel 250 North Highland Avenue Merion Station PA 19066 231431499 501(C)(3) 17186 GENERAL AND/OR PROGRAM SUPPORT Temple Emanu-El 190 North County Road Palm Beach FL 33480 591027143 501(C)(3) 6975 GENERAL AND/OR PROGRAM SUPPORT Temple University 1938 Liacouras Walks Philadelphia PA 19122 231365971 501(C)(3) 5186 GENERAL AND/OR PROGRAM SUPPORT The Chevra 2002 Ludlow Street Philadelphia PA 19103 201261430 501(C)(3) 20500 GENERAL AND/OR PROGRAM SUPPORT The Jewish Federations of North America Suite 1700 25 Broadway New York NY 10004 131624240 501(C)(3) 4831870 GENERAL AND/OR PROGRAM SUPPORT Thomas Jefferson University Hospital 925 Chestnut Street Suite 110 Philadelphia PA 19107 232829095 501(C)(3) 5700 GENERAL AND/OR PROGRAM SUPPORT Torah Academy 742 Argyle Road Wynnewood PA 19096 231645684 501(C)(3) 322858 GENERAL AND/OR PROGRAM SUPPORT Town of Palm Beach United Way Inc Room M201 44 Cocoanut Row Palm Beach FL 33480 590637885 501(C)(3) 25000 GENERAL AND/OR PROGRAM SUPPORT Tribe 12 401 S BROAD STREET PHIladelphia PA 19147 271610125 501(C)(3) 132500 GENERAL AND/OR PROGRAM SUPPORT United Way of Southeastern Pennsylvania 7 Benjamin Franklin Parkway Philadelphia PA 19103 231556045 501(C)(3) 32567 GENERAL AND/OR PROGRAM SUPPORT Vista Del Mar Child and Family Service 3200 Motor Avenue Los Angeles CA 90034 956102970 501(C)(3) 12000 GENERAL AND/OR PROGRAM SUPPORT WILLS EYE HOSPITAL 840 Walnut Street Suite 1520 Philadelphia PA 19107 236000204 501(C)(3) 5353 GENERAL AND/OR PROGRAM SUPPORT Yale University 35 High Street New Haven CT 06510 060646973 501(C)(3) 9500 GENERAL AND/OR PROGRAM SUPPORT Yeshiva Toras Chaim Talmudical Seminary-Denver 1555 Stuart Street Denver CO 80204 840576800 501(C)(3) 18000 GENERAL AND/OR PROGRAM SUPPORT 146 1 scholarship 46 204450 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Grants shall be consistent with the general purposes of the Jewish Federation of Greater Philadelphia ("Federation" herein). Grants are to be made primarily, but not exclusively, to Jewish organizations in the Greater Philadelphia area and around the world. Grants shall be used for one of the following purposes: - To fund programs aligned with the priorities of the Federation, as determined by the Board of Directors and the various allocations committees of the Federation. - To provide "seed money" for start-up costs for new or innovative projects, scholarship/financial aid, training opportunities, and one-time special projects. The focus will be primarily on the social, welfare, health, education, community relations, and cultural fields within the Philadelphia Jewish and general community. - To respond to local, national and international emergency needs. Limitations: - Grants are generally not available for operating purposes or additions to other endowment funds. - All Grants must be consistent with the purposes of the Federation, must not be prohibited by any limitation on the ability of the Federation to disburse funds and must comply with any restrictions or limitations which are or may be adopted by the Board of Directors of the Federation. The requesting Grantee must demonstrate its funding expectations, capabilities and intentions for the continuity of programs/initiatives that are proposed to exist beyond the period(s) approved through this Grants process. - It is expected that organizations seeking Grants shall share in financing such projects/initiatives. Other sources of funding for a Grantee's Grant Request are to be considered during the Grants review process. - Grants shall generally be a source of original support for projects and not a replacement of other sources of support. - If any organization does not begin the funded project/initiative within an indicated time period of receiving the Grant approval, the funding for the Grant will automatically be revoked, unless there is prior consultation between the Grantee and the Federation. - The Federation may impose conditions, as it deems appropriate on the granting of funds to any Grantee. Grant Process: In general, an annual Request for Proposals will be made in alignment with the top priorities of the Federation, as determined by the Board of Directors and the various allocations committees of the Federation. The Request for Proposals will include goals, measurable outcomes and target populations. They will be posted on the Federation's Website, printed in the Jewish Exponent and distributed via Federation e-mail to previous partners. Appropriate sub-committees will review grant requests and either reject or recommend their approval based on alignment with Federation priorities, previous evaluation of the specific program and/or previous evaluation of other programs at the applicant agency. Funding recommendations are further reviewed and prioritized by the Center boards and the Policy, Strategy & Funding Committee. The Policy, Strategy & Funding Committee provides a final recommendation to the Board of Directors and the Board of Trustees. After Board action on the PSF committee recommendation, applicants shall be notified promptly of the decision regarding their application. The Board can approve a pool of funds as Emergency Funds for emergency requests from agencies due to unforeseen circumstances that arise during the allocation period. The approval for using these funds is under the direction of the PSF committee with a report of its use given to the Board. Payout Schedule: A payment schedule will be specified in a formal grant agreement. Consultation with Federation is required prior to any use of these funds in a manner other than as approved. Unused funds must be returned to the Federation. Program Evaluation: Proposals must generally incorporate a method of evaluation to determine the effectiveness of the proposed program against the measurable objectives state in the request for proposals. If required, organizations should designate a project director and/or an oversight committee to monitor the objectives and goals of the program. Deadlines: Grant proposals must be submitted in accordance with the annual schedule. The Federation is not bound to approve an application nor does it assume any obligation to an applicant because of meeting schedule changes. Interim/Final Reports: Evaluation and periodic progress reports are generally required for all grants in order to ensure that such grants are used for the proper purposes and to measure impact of those efforts. Continued funding is contingent upon satisfactory progress in achieving the project goals. Upon completion of all funded projects, a final report must be submitted indicating both the use of the funds and the program results. Reports are reviewed by Federation staff and committees in order to help determine future funding decisions. X X X X X X 0 1 0 0 0 0 0 0 0 Ira M Schwartz 425702 0 26082 0 6000 0 0 0 32852 0 490636 0 0 0 Namita Khasat 170522 0 17500 0 9708 0 0 0 11879 0 209609 0 0 0 Andrea Adelman 184724 0 7500 0 9948 0 0 0 22170 0 224342 0 0 0 Alex Stroker 159074 0 10000 0 10000 0 0 0 13138 0 192212 0 0 0 Marc Blattner 222836 0 25000 0 6000 0 0 0 19132 0 272968 0 0 0 Carol Weener 130955 0 0 0 0 0 0 0 25328 0 156283 0 0 0 Carol Prushan 135227 0 3500 0 0 0 0 0 22077 0 160804 0 0 0 Colorado Educ and Cultural Facilities Authority 840896727 196458YY3 2004-12-09 4565000 Issuance costs, Debt Reduction and Cap Improve at JCC Klein/2100 Arch St 0 0 Colorado Educ and Cultural Facilities Authority 840896727 19645RFJ5 2008-05-22 23970000 SCHWARTZ campus capital expenditures 0 0 4565000 105658 4459342 2007 1 0 1 1 23970000 474775 292399 461832 22753623 2010 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 1 0 1 1 Bank of America 24.700000000000 0 0 0 0 1 1 Deutsche Bank 9.900000000000 0 0 0 richard J green CEO & Vice Chariman of Firstrust Bank and Board Member of JFGP 7923627 repayment of loans, principal paydown LOC, interest LOC, and additional borrowing on LOC 0 X 155 5557058 FMV X 9 51375 fmv 0 1 0 Form 990, Part VI, Section A, line 2 Aaron, Bennett L. / Aaron, Carol - Family Relationship Astor, Nancy Fox / Fox, Robert D. - Family Relationship Barrack, Jeffrey / Barrack, Leonard - Family Relationship Barrack, Lynne / Jaron, Greg - Family Relationship Barsky, Andrea / Barsky, Scott - Family Relationship Bernstein, Gladys / Bernstein, Marshall - Family Relationship Cole, Beth Lincow / Cole, Jason M. / Lincow, Barbara - Family Relationship Cozen, Steve / Rosenberg, Peter - Family Relationship Cramer, Harold / Cramer, Patricia G. - Family Relationship Dishler, Bernard P. / Dishler, Lana - Family Relationship Dorani, Cindy Smukler / Smukler, Joseph - Family Relationship Erlbaum, Gary / Erlbaum, Vicki - Family Relationship Ferst, Richard J. / Ferst, Walter B. - Family Relationship Fishman, Annabelle / Fishman, Mark - Family Relationship Fox, Frederic D. / Fox, Richard J. - Family Relationship Freiwald, Hope / Seidenberg, Bubbles - Family Relationship Golder, Robert B. / Golder, Saft, Ellyn - Family Relationship Gutman, Alvin / Gutman, Mary Bert - Family Relationship Kramer, Arnold H. / Kramer, Karen - Family Relationship Minkoff, Jay Brian / Minkoff, Sara - Family Relationship Neff, Rosalind / Neff, Roy - Family Relationship Nelson, Holly / Nelson, Norman - Family Relationship Norry, Dr. Elliot / Norry, Gail S. - Family Relationship Schneirov, Allan / Schneirov, Miriam - Family Relationship Schwartz, Jeffrey I. / Schwartz, Susan G. - Family Relationship Sheerr, Richard / Sheerr, Betsy R. - Family Relationship Sunstein, Charles G. / Sunstein, Leon C., Jr. - Family Relationship Solomon, Jessica / Solomon, Mark I. - Family Relationship Stutman, Shira / Ross, George - Family Relationship Wasserman, Leonard / Wasserman, Marcia - Family Relationship Zappin, Robin / Silverberg, Michael - Family Relationship Form 990, Part VI, Section A, line 7b Relationship between the Federation's Board of Directors and Board of Trustees: The Jewish Federation of Greater Philadelphia is governed by the Board of Directors. According to Federation's by-laws, Article 4.01, Federation's Board of Trustees has the power to: - Approve Federation's budget - Approve Federation's allocations - Elect Officers and Trustees - Resolve major policy issues referred by the Board of Directors - Explore and provide direction for dealing with major community concerns - Approve long range plans for the Federation - Amend Federation's by-laws If the Trustees do not approve a decision made by the Directors, the item goes back to the Directors for further discussion and revision. The item is then brought back to the Trustees for another vote. This process can continue until the matter has been resolved. The Board of Trustees has up to 250 members, including all Directors, everyone who has been elected to serve a two-year term, all past Federation campaign chairs, and the president of each local beneficiary agency. Non-voting Honorary Trustees may participate in discussion prior to a vote. Form 990, Part VI, Section B, line 11 Each year the Federation files the form 990. The form 990 is completed by an independent tax accounting firm using information audited by an independent auditing firm. These can be the same or separate firms as selected by the Audit Committee of the Federation. The 990 is presented by the independent tax firm to the Audit Committee for review and approval. After their review, it is provided to the Federation Board of Directors via e-mail or mail and then filed. Form 990, Part VI, Section B, line 12c procedure for regularly and consistently monitoring the enforcement of conflict of interest policy: Procedure for Board of Trustees and Board of Directors: 1. Prior to the first Board of Trustees meeting and the first Board of Directors meeting for each fiscal year, Federation mails the Statement of Ethical Guidelines to all new and renewing board members. Board members are asked to read the document, complete and sign the Conflict of Interest Statement, and return the completed document to Federation. 2. One month after the Conflict of Interest Statement is mailed to all board members, the document is sent a second time to any board members who did not complete, sign and return the Conflict of Interest Statement. 3. All responses on the Conflict of Interest Statement are compiled and then reviewed by the Director of Volunteer Management and the Chief Financial Officer. A comprehensive report is provided to the Ethical Guidelines and Practices Committee for review and any required action steps. 4. The signed Conflict of Interest Statements are kept on file in hard copy and electronically for a period of 7 years. Procedure for Federation Employees: 1. Every Spring the Director of Human Relations distributes the Statement of Ethical Guidelines and requests that all employees read the document and complete and sign the Conflict of Interest Statement and return the completed document to Human Resources. 2. All Federation employee responses are reviewed by the Director of Human Relations and the Chief Financial Officer. A comprehensive report is provided to the Ethical Guidelines and Practices Committee for review and any required action steps. 3. The Conflict of Interest Statements are kept on file in the Human Resources office for a period of seven years. Procedure for Jewish Community Relations Council Board: 1. Prior to the first Jewish Community Relations Council (JCRC) board meeting for each fiscal year, JCRC staff mails the Statement of Ethical Guidelines to all new and renewing board members. JCRC Board members are asked to read the document, complete and sign the Conflict of Interest Statement, and return the completed document to Federation. 2. One month after the Conflict of Interest Statement is mailed to all board members, the document is sent a second time to any board members who did not complete, sign and return the Conflict of Interest Statement. 3. All responses on the Conflict of Interest Statement are compiled and then reviewed by the Director of JCRC, the Director of Volunteer Management and the Chief Financial Officer. A comprehensive report is provided to the Ethical Guidelines and Practices Committee for review and any required action steps. 4. The signed Conflict of Interest Statements are kept on file in hard copy and electronically for a period of 7 years. Form 990, Part VI, Section B, line 15 process for determining compensation: As is the case with all employees, the Jewish Federation of Greater Philadelphia ("Federation") is committed to providing members of the executive management team (Chief Executive Officer, Chief Resource Development and Strategy Officer, Chief Administrative and Financial Officer, Chief Marketing Officer, Chief Community Development Officer) with a fair and reasonable base pay opportunity; reflective of each job's value to the organization and consistent with prevailing labor market/industry compensation practices. Pay decisions are made on the basis of employees' qualifications and actual performance. The process for determining executive compensation includes three elements: (1) use of data to determine comparable compensation, (2) review and approval by the Federation's Compensation Committee, and (3) documentation and recordkeeping. 1. Use of Data to Determine Comparable Compensation: Federation will review CEO compensation data on an annual basis and provide a summary of the data to the Compensation Committee. CEO data will be provided through JFNA's annual executive compensation survey and other similarly situated organizations. Data for other executive positions will be collated by an independent consultant at least every two years. 2. Review and Approval of Executive Compensation: a) CEO: The Committee will discuss, no later than August, the President's recommendation regarding the CEO's salary and bonus. The Committee will be provided with comparable data prior to approving any recommendations. At the time of the discussion and decision concerning the CEO's compensation, the CEO should not be present. At all times committee members must disclose any conflicts of interest. b) Other Executives: The Compensation Committee will also discuss, no later than August, the CEO's recommendations for executive salaries and bonuses which become effective September 1. This committee will also review all multi-year contracts for any new member of the Executive Team. No member of the Executive Team, other than the CEO, may be present during this discussion. At all times committee members must disclose any conflicts of interest. 3. Documentation and Recordkeeping: Minutes of Compensation Committee meetings will be completed no later than 60 days following discussions and decision-making. Minutes will be kept on file and are submitted as a part of the annual pension audit. Executive performance appraisals, bonuses and salary adjustments remain on file in the Human Resources Department. Form 990, Part VI, Section C, line 19 The Jewish Federation of Greater Philadelphia believes in full transparency and as such has a policy of providing disclosure through various means for its audited financial statements and tax filings. Form 990 and Form 990-T: Each year the Federation files tax returns. The tax returns are completed by an independent tax accounting firm using information audited by an independent auditing firm. These can be the same or separate firms as selected by the Audit Committee of the Federation. The 990 is presented by the independent tax accounting firm to the Audit Committee for review and approval. After their review, it is provided to the Federation Board of Directors via e-mail or mail and then filed. Financial Statement Review: Financial statements of the Federation are audited each year by an Independent auditing firm. The firm is selected by the Audit Committee of the Federation. Each year the Federation goes through a rigorous audit process and the results of the same are presented to the Audit Committee. The Audit Committee functions under the Charter for the Audit Committee that follows guidelines of competency and responsibility. The members of the committee are selected based upon their ability to approve an audit and special care is taken to ensure that there is no conflict of interest in the selection of the audit firm. In addition to the audited financial statements, the independent audit firm gives the Audit Committee a management letter if there are areas that require attention. The Audit Committee also requests a private session with the auditors without the presence of management to ensure full and complete disclosure. Public Disclosure: Federation believes in full disclosure and transparency. Therefore, at any time, anyone can request a copy of Form 990, Form 990T, Audited Financial statements, Form 1023, governing documents or conflict of interest policy and it will be provided to them. It is our policy to receive the request in writing signed by the requestor to the office of the CEO or the office of the CFO. We will release a copy within reasonable time but not to exceed ten business days. the process has not changed from the prior year. Amended Return: Form 990 was amended to make the following changes: - Part IX, Line 22 and Part III, Line 4D: The amounts original reported were not properly classified between Program Service, Management and General Expeses and Fundraising Expenses. This change required an additional change to the expenses reported on Part III, Line 4D. - Part XI, line 2c: This questions was originally answered as "no" and should have been answered as "yes". form 990, part i, line 1 (Continued): The Jewish Federation of Greater Philadelphia sees a flourishing global Jewish community - today and for future generations - that is continually strengthened by: - inspiring participation in Jewish life and learning through formal and informal Jewish educational opportunities, enhanced synagogue engagement and programming, a coordinated outreach effort by community organizations aimed at connecting young Jews and Jewish families to the community and its many educational and leadership opportunities. - caring for people at-risk or in need through programs that help seniors to age with dignity, aid for the chronically poor, self-sufficiency initiatives for Jews facing poverty, hunger relief, and transformative social action efforts. - connecting Jews in Greater Philadelphia to each other and to Jews in Israel and around the world through Israel advocacy, overseas hunger relief and security programming, and support for Jewish seniors, children and immigrants in Israel and other overseas nations. Kramer Family Supporting Foundation c/o JFGP 2100 Arch Street philadelphia PA 19103 232852455 Support foundation of Jewish Federation of Greater Philadelphia PA 501(c)(3) 11 jewish federation of greater philadelphia Foundation of Jewish Day Schools of Greater Philadelphia 2100 arch street philadelphia PA 19103 233087655 tuition assistance/ jewish education PA 501(c)(3) 9 jewish federation of greater philadelphia Federation Foundation of Greater Philadelphia 2100 arch street philadelphia PA 19103 237083735 private foundation- grants for enriching Jewish Life PA 501(c)(3) 9 jewish federation of greater philadelphia Jewish exponent 2100 arch street philadelphia PA 19103 230734230 publishing PA C -345778 -849867 1.00000 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 jewish exponent P 44067 jewish exponent M 37309 jewish exponent K 64708 Federation Foundation of Greater Philadelphia P 11356 foundation for Jewish day schools of Greater Philadelphia P 141369