2011-05-11T13:07:34-05:00 2010-06-30 Morrison Brown Argiz & Farra LLC 225 NE Mizner Blvd Suite 685 Boca Raton FL 33432 990 2009-07-01 590948696 JEWISH FEDERATION OF PALM BEACH COUNTY INC JEWI 5614780700 4601 COMMUNITY DRIVE WEST PALM BEACH FL 33417 Kathy G Sigall 5614780700 2011-05-10 1 David Hollander 5619092100 2009 2016-02-24 21:20:13Z Kathy G Sigall 4601 Community Drive West Palm Beach FL 33417 32274217 0 X www.JewishPalmBeach.org X 1962 FL The Jewish Federation of Palm Beach County is the community-building organization of the Jewish community. Our mission is to strengthen Jewish identity, energize the relationship with Israel and meet human needs that are uniquely the obligation of the Jewish community. 108 102 104 1129 -36757 -36757 17487184 24217361 586622 329333 1715480 2535780 1385373 1505203 21174659 28587677 17436260 16915889 0 6842057 6271560 0 4120342 2537690 2170345 26816007 25357794 -5641348 3229883 101763101 109677507 47209032 49162716 54554069 60514791 The Jewish Federation of Palm Beach County is the community-building organization of the Jewish community. Our mission is to strengthen Jewish identity, energize the relationship with Israel and meet human needs that are uniquely the obligation of the Jewish community. 0 0 979268 104545 JEWISH TEEN INITIATIVES - Runs programs to engage the under engaged Jewish teen; Creates social, cultural and educational programs specifically for Jewish pre-teens and teens in the greater Palm Beaches, enhances and promotes existing programs for middle and high school-age students, and serves as a resource for local synagogue youth groups and Jewish agencies. Approximately 200 sessions/events were held at which about 600 teens were directly served.GESHER HAI - Teens that participate learn about their Jewish history, spend time traveling and touring in Israel and make connections with modern Israeli society; strengthening their Jewish identity and connection to Israel. Approximately 25-30 teens participate in this summer program which includes pre-trip programming and post trip follow-up.ISRAEL INCENTIVES - Offered in the form of vouchers and need based scholarships to encourage teens and young adults living in the Federation's service area to participate in educational Israel experience programs. Approximately 60 teens are recipients of incentive grants and scholarships. 361869 1171 JEWISH COMMUNITY RELATIONS - A consensus-based body that represents the organized Jewish community to elected officials and the non-Jewish community. The department is Federations public affairs, advocacy and political and community relations arm. Approximately 14 sessions/events were held at which 1,500 participants from the community were in attendance. 305875 22332 PLANNED GIVING AND ENDOWMENT PROGRAMS - Educates professional advisors and donors about the importance of creating permanent legacies for the benefit of the Federation, its partner agencies and other Jewish philanthropic causes. This is accomplished through a series of seminars, one-on-one presentations and other marketing strategies. These programs reach over 500 area professional advisors as well as hundreds of donors annually.JEWISH WOMEN'S FOUNDATION - Provides educational programs for and about Jewish women and girls who have unique needs both because of their gender and religious and cultural heritage. Two events were held at which 100 participants from the community were in attendance. 18339099 16915889 16488 ALLOCATIONS AND DISTRIBUTIONS - Provides financial support to agencies and organizations that support Jewish social service, cultural and educational programs. Works with local affiliated agencies, national and regional organizations to identify any services and programs required for the maintenance, growth and development of the Jewish community of the greater Palm Beaches. 18339099 16915889 16488 19986111 1 1 0 0 0 1 0 0 0 1 1 1 1 0 1 1 0 0 0 1 0 0 1 0 1 0 0 0 1 0 1 0 1 1 0 0 0 0 1 0 0 0 1 31 0 0 104 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 108 102 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X Kathy Sigall CFO 5614780700 4601 COMMUNITY DRIVE WEST PALM BEACH FL 33417 Mr Arthur Loring 2.00 X 0 0 0 Mr Mark Levy 2.00 X 0 0 0 Mr Richard Baer 2.00 X 0 0 0 Mrs Linda Benjamin 2.00 X 0 0 0 Mr Harold Danenberg 2.00 X 0 0 0 Mr Barry Feinberg 2.00 X 0 0 0 Mrs Bente Lyons 2.00 X 0 0 0 Mrs Hope Silverman 2.00 X 0 0 0 Mrs Judith Levy 2.00 X 0 0 0 Mr Dean Rosenbach 2.00 X 0 0 0 Mr Gary Lesser 2.00 X 0 0 0 Mr Ira Gerstein 2.00 X 0 0 0 Mr Max Adler 2.00 X 0 0 0 Mrs Dorothy Adler 2.00 X 0 0 0 Mr Norman Goldblum 2.00 X 0 0 0 Mrs Helen Hoffman 2.00 X 0 0 0 Mrs Barbara Kay 2.00 X 0 0 0 Mr Eugene Ribakoff 2.00 X 0 0 0 Mrs Arlene Kaufman 2.00 X 0 0 0 Mr Sanford Baklor 2.00 X 0 0 0 Mr Sam Liebovich 2.00 X 0 0 0 Mr Martin List 2.00 X 0 0 0 Mrs Patti Abramson 2.00 X 0 0 0 Mrs Harriette Baime 2.00 X 0 0 0 Mrs Tami Baldinger 2.00 X 0 0 0 Mrs Beth Bates 2.00 X 0 0 0 Mr Roger Benjamin 2.00 X 0 0 0 Mrs Eileen Berman 2.00 X 0 0 0 Mr Anthony Beyer 2.00 X 0 0 0 Mr Lawrence Beyer 2.00 X 0 0 0 Mrs Helen Bix 2.00 X 0 0 0 Mrs Beatrice Bloch 2.00 X 0 0 0 Mr Erwin Blonder 2.00 X 0 0 0 Mrs Sandra Bornstein 2.00 X 0 0 0 Mr Stanley Brenner 2.00 X 0 0 0 Mr David Brodsky 2.00 X 0 0 0 Mr Martin Cass 2.00 X 0 0 0 Mr Richard Comiter 2.00 X 0 0 0 Mrs Sheryl Davidoff 2.00 X 0 0 0 Dr Tommy Davidoff 2.00 X 0 0 0 Mrs Rosalee Davison 2.00 X 0 0 0 Mrs Georgiana Duber 2.00 X 0 0 0 Mr Steve Ellison 2.00 X 0 0 0 Mr Alec Engelstein 2.00 X 0 0 0 Mrs Sheila Engelstein 2.00 X 0 0 0 Mrs Jill Fenster 2.00 X 0 0 0 Mrs Libby Fishman 2.00 X 0 0 0 Rabbi Anthony Fratello 2.00 X 0 0 0 Mr Mitchell Fromstein 2.00 X 0 0 0 Mrs Bette Gilbert 2.00 X 0 0 0 Mr Jonathan Gilbert 2.00 X 0 0 0 Mrs Rae Ginsburg 2.00 X 0 0 0 Mr Ray Golden 2.00 X 0 0 0 Mr Benjamin Gordon 2.00 X 0 0 0 Mr Lionel Greenbaum 2.00 X 0 0 0 Mr Joel Hart 2.00 X 0 0 0 Ms Suzanne Holmes 2.00 X 0 0 0 Mr Gary Hubschman 2.00 X 0 0 0 Mr Stanley Jacobson 2.00 X 0 0 0 Mr Stuart Karu 2.00 X 0 0 0 Mr Martin Katz 2.00 X 0 0 0 Mr Stanley Katz 2.00 X 0 0 0 Mr Jack Kay 2.00 X 0 0 0 Mr Paul Kozloff 2.00 X 0 0 0 Ms Nini Krever 2.00 X 0 0 0 Mrs Cecelia Kriser 2.00 X 0 0 0 Mr Anthony Lampert 2.00 X 0 0 0 Mr Arnold Lampert 2.00 X 0 0 0 Mrs Jennifer Lesser 2.00 X 0 0 0 Ms Karen J Levy 2.00 X 0 0 0 Mr Robert Levy 2.00 X 0 0 0 Mrs Stacey Levy 2.00 X 0 0 0 Mrs Lisa Lickstein 2.00 X 0 0 0 Mr Norman Lipsett 2.00 X 0 0 0 Mrs Vicki Loring 2.00 X 0 0 0 Mr Daniel Lyons 2.00 X 0 0 0 Mr Morton Mandel 2.00 X 0 0 0 Mr Alan Miller 2.00 X 0 0 0 Mr Jeffrey Mooallem 2.00 X 0 0 0 Mr Keith Myers 2.00 X 0 0 0 Mr Neil Newstein 2.00 X 0 0 0 Mrs Bonnie Osher 2.00 X 0 0 0 Mr Ron Pertnoy 2.00 X 0 0 0 Mr Monroe Potash 2.00 X 0 0 0 Mr Edwin Robbins 2.00 X 0 0 0 Dr Alan Sadowsky 2.00 X 0 0 0 Mr Steven Schauder 2.00 X 0 0 0 Mr Ronald Schram 2.00 X 0 0 0 Mr Brian Seymour 2.00 X 0 0 0 Mrs Adele Shamban 2.00 X 0 0 0 Rabbi Howard Shapiro 2.00 X 0 0 0 Mr Irwin Shipper 2.00 X 0 0 0 Mr Alan Shulman 2.00 X 0 0 0 Dr Elizabeth Shulman 2.00 X 0 0 0 Mrs Adele Simon 2.00 X 0 0 0 Dr Harold Simon 2.00 X 0 0 0 Rabbi Michael Singer 2.00 X 0 0 0 Mrs Carole Solomon 2.00 X 0 0 0 Mrs Terri Sriberg 2.00 X 0 0 0 Mr Craig Storch 2.00 X 0 0 0 Mr Chad Tendrich 2.00 X 0 0 0 Mr Ken Tillman 2.00 X 0 0 0 Mr Bruce Toll 2.00 X 0 0 0 Mr Gary Walk 2.00 X 0 0 0 Mrs Michelle Wasch-Lobovits 2.00 X 0 0 0 Mrs Penni Weinberg 2.00 X 0 0 0 Mrs Violet Werner 2.00 X 0 0 0 Rabbi Leonard Zucker 2.00 X 0 0 0 Jeffrey Klein 35.00 X 364772 0 96888 Debra Roshfeld 35.00 X 188258 0 24695 Carole-Ann Levine 35.00 X 167504 0 30694 Joel Breitstein 35.00 X 173509 0 23441 Seth Katzen 35.00 X 152484 0 21951 Ellen Safran 35.00 X 127230 0 19647 1173757 0 217316 9 0 1 0 BlueCrossBlueShield PO Box 105358 Atlanta GA 30348 Health Insurance 648119 First Insurance Funding Corp PO Box 66468 Chicago IL 60666 Financing for Insurance 359773 Kornreich NIA 1400 Centrepark Blvd Ste 600 West Palm Beach FL 33401 Liability Insurance 166721 The Breakers PO Box 831 Palm Beach FL 33480 Event Venue & Catering 147785 PALM BEACH COUNTY SHERIFFS OFFICE PO BOX 24681 West Palm Beach FL 33416 CAMPUS SECURITY 101710 5 15568351 8649010 1497569 24217361 Designated Program Rev 900099 318910 318910 Grant Revenue 900099 10423 10423 329333 1691974 -36757 1728731 4233819 3390013 843806 843806 843806 396709 296527 100182 100182 Other Revenue 900099 569188 569188 Miscellaneous Event Re 900099 492052 492052 Admin Fees 900099 268919 268919 74862 74862 1405021 28587677 1734354 -36757 2672719 16915889 16915889 461660 46166 346245 69249 4429986 1563284 344293 2522409 451300 146743 73495 231062 579856 188544 94430 296882 348758 118972 48742 181044 4484 4484 66250 27936 31164 7150 102064 102064 11950 7038 360 4552 290447 72274 41137 177036 173775 55727 30030 88018 1048159 617352 31569 399238 19080 19080 36740 11059 9798 15883 50897 15321 13573 22003 Professional Fees 80675 35909 35575 9191 Repairs and Maintenance 72345 22132 19207 31006 Telephone 71406 24431 14571 32404 Transportation 64286 42726 5544 16016 Miscellaneous 60630 51431 2666 6533 17157 4097 2394 10666 25357794 19986111 1251341 4120342 12014084 12524366 10272320 8764361 60000 60000 1212471 1241915 289369 265615 211459 134286 109334 77173 73287077 82187849 4518446 4556228 101763101 109677507 1508231 1424054 2826596 45700801 44912066 47209032 49162716 X 28539545 32347898 3822384 4568160 22192140 23598733 54554069 60514791 101763101 109677507 X 0 1 1 X 0 X 34103032 33172821 31502250 17487184 24217361 140482648 34103032 33172821 31502250 17487184 24217361 140482648 140482648 1832821 2279646 2927355 1715480 2535780 11291082 2566883 1206411 1825252 1971995 1834536 9405077 161178807 1544230 0.87160 0.88030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 104 5667764 3274570 27675986 1 1 37459007 1305652 2111975 178000 49695 40648939 40940679 1577104 -4686278 330000 42498 37459007 0.44000 0.53000 0.03000 1 0 205297 134286 71011 6162 6162 77173 State of Israel Debt Securities 1692371 F Bond Mutual Funds 16758311 F Individual Bonds & Certificates of Deposit 5353448 F Equity Mutual Funds 30653789 F Real Asset Funds 6693866 F Individual Stocks 187546 F Private Capital Limited Partnerships 2266795 F Hedge Fund Limited Partnerships 18581723 F 82187849 Allocations Payable 14195283 Split-Interest Agreements 7568391 Due to Affiliates and Supporting Foundations 3858708 Designated Campaign Gifts 1004854 Due to Palm Beach Jewish Community Campus Corporation 18284830 44912066 28587677 25357794 3229883 3782183 -1051344 2730839 5960722 31216452 3782183 -102064 3680119 27536333 1051344 1051344 28587677 25255730 -102064 -102064 25357794 0 25357794 Part X: Description of Uncertain Tax Positions Under FIN 48: The Federation is a nonprofit corporation whose revenue is derived from contributions and other fundraising activities. The Federation is exempt from Federal income taxes under Section 501 (c) (3) of the Internal Revenue Code and sales and use tax under the laws of the State of Florida. During the years ended June 30, 2010 and 2009, the Federation generated net Unrelated Business Losses from certain alternative investments. No provision for Federal or State income taxes was required as the loss is immaterial to these consolidated financial statements. On July 1, 2009, the Federation adopted the provisions of an accounting standard, which clarifies the accounting for uncertainty in income taxes recognized in an enterprise's financial statements in accordance with existing accounting guidance on income taxes, and prescribes a recognition threshold and measurement process for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. This standard also provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. No liability for unrecognized tax benefits was recorded as a result of implementing this standard. Part XI, Line 8 - Other Adjustments: Designated Gifts: -1051344. Part XII, Line 2d - Other Adjustments: Investment Management Fees: -102064. Part XII, Line 4b - Other Adjustments: Designated Gifts: 1051344. Part XIII, Line 2d - Other Adjustments: Investment Management Fees: -102064. 0 Israel 0 1 Program Services Youth Futures-assist youth at-risk in the periphery of Israel, affording them the same opportunities for achievement that children receive in the center of the country.Partnership 2000-to improve the quality of life in Israel's periphery and strengthen the Jewish community of the Greater Palm Beaches connection to Israel; 3 main areas are economic development with a focus on tourism, education, and people to people programs.PACT-provides pre-school and supplemental programs for each Ethiopian-Israeli child in Ramla. This long standing partnership continues to make an imprint on the lives of young Ethiopian Israelis, providing them with the academic and social support they need to help move these youngsters toward parity with their veteran Israeli counterparts. 71640 0 1 71640 Method Used to Acccount for Expenditures: Schedule F, Part I, Line 3: Monthly expense reports submitted by the overseas agent are reviewed and verified by the Director of Israel & Overseas Program prior to reimbursement of expenses. X X X X X X 0 FL High Ridge 180839 180839 134861 Falls 39251 39251 24658 4 176619 176619 137008 396709 396709 296527 296527 100182 1 Jewish Federations of North America 25 Broadway Suite 1700 New York NY 10004 131624240 501(c)(3) 248494 General support to carryout the mission of the organization Hillel the Foundation for Jewish Campus Life 800 Eighth St NW Washington DC 20001 521844823 501(c)(3) 200000 General support to carryout the mission of the organization Jewish Residential & Family Services PO Box 220627 West Palm Beach FL 33422 650737159 501(c)(3) 45900 General support to carryout the mission of the organization Commission for Jewish Education of the Palm Beaches 3267 N Military Trl West Palm Beach FL 33409 650219982 501(c)(3) 93496 General support to carryout the mission of the organization Camp Gan Israel of MartinSt Lucie Counties 2809 SW Sunset Trail Palm City FL 34990 650896121 501(c)(3) 10000 General support to carryout the mission of the organization Greater Miami Jewish Federation 4200 Biscayne Blvd Miami FL 33137 590624404 501(c)(3) 14664 General support to carryout the mission of the organization Holocaust Documentation & Education Center Inc 2031 Harrison St Hollywood FL 33020 591992826 501(c)(3) 6000 General support to carryout the mission of the organization Jewish Residential and Family Services Inc PO Box 220627 West Palm Beach FL 33422 650737159 501(c)(3) 156273 General support to carryout the mission of the organization Kramer Senior Services Agency Inc 4920 Loring Drive West Palm Beach FL 33417 592753822 501(c)(3) 711912 General support to carryout the mission of the organization American Jewish Joint Distribution Committee Inc 711 Third Avenue New York NY 10017 131656634 501(c)(3) 542250 General support to carryout the mission of the organization Kramer Senior Services Agency Inc 4920 Loring Drive West Palm Beach FL 33417 592753822 501(c)(3) 387293 General support to carryout the mission of the organization Jewish Community Center of the Greater Palm Beaches Inc 8500 Jog Road Boynton Beach FL 33437 591582799 501(c)(3) 381301 General support to carryout the mission of the organization Jewish Family & Children's Service of Palm Beach County Inc PO Box 220627 West Palm Beach FL 33422 591520581 501(c)(3) 232209 General support to carryout the mission of the organization Commission for Jewish Education of the Palm Beaches 3267 N Military Trl West Palm Beach FL 33409 650219982 501(c)(3) 183286 General support to carryout the mission of the organization Birthright Israel Foundation PO Box 1784 New York NY 10156 134092050 501(c)(3) 108000 General support to carryout the mission of the organization University of Northern Iowa Foundation 205 Commons Cedar Falls IA 50614 426058591 501(c)(3) 100000 General support to carryout the mission of the organization Jewish Federations of North America 25 Broadway Ste 1700 New York NY 10004 131624240 501(c)(3) 90250 General support to carryout the mission of the organization Arthur I Meyer Jewish Academy 3261 N Military Trl West Palm Beach FL 33409 591491258 501(c)(3) 87127 General support to carryout the mission of the organization MorseLife Foundation Inc 4847 Fred Gladstone Dr West Palm Beach FL 33417 592774476 501(c)(3) 78500 General support to carryout the mission of the organization New Israel Fund PO Box 96712 Washington DC 20077 942607722 501(c)(3) 70000 General support to carryout the mission of the organization Jewish Residential and Family Services Inc POBox 220627 West Palm Beach FL 33422 650737159 501(c)(3) 62223 General support to carryout the mission of the organization St Andrews School of Boca Raton Inc 3900 Jog Rd Boca Raton FL 33434 590942383 501(c)(3) 55000 General support to carryout the mission of the organization Jewish Agency for Israel 633 3rd Ave 21st Floor New York NY 10017 230053483 501(c)(3) 50000 General support to carryout the mission of the organization Project Kesher 2144 Ashland Avenue Suite 3 Evanston IL 60201 363673594 501(c)(3) 50000 General support to carryout the mission of the organization United Jewish Communities of MetroWest 901 Route 10 East Whippany NJ 07981 221487222 501(c)(3) 50000 General support to carryout the mission of the organization Town of Palm Beach United Way Inc 44 Cocoanut Way - Suite M-201 Palm Beach FL 33480 590637885 501(c)(3) 49500 General support to carryout the mission of the organization Temple Emanu-El of Palm Beach Inc 190 North County Road Palm Beach FL 33480 591027143 501(c)(3) 47641 General support to carryout the mission of the organization Raymond F Kravis Center for the Performing Arts 701 Okeechobee Boulevard West Palm Beach FL 33401 592245054 501(c)(3) 46200 General support to carryout the mission of the organization American Friends of Bar-Ilan University 160 East 56th St 5th Floor New York NY 10022 136192275 501(c)(3) 40000 General support to carryout the mission of the organization Palm Beach Day Academy Inc 241 Seaview Avenue Palm Beach FL 33480 590873834 501(c)(3) 36500 General support to carryout the mission of the organization Temple Israel 4 Harvard Circle Suite 600 West Palm Beach FL 33409 590696295 501(c)(3) 31300 General support to carryout the mission of the organization Hanley Center Foundation 933 45th St West Palm Beach FL 33407 202871945 501(c)(3) 30250 General support to carryout the mission of the organization American Committee for the Weizmann Institute of Science Inc 633 3rd Avenue 20th Floor New York NY 10017 131623886 501(c)(3) 28300 General support to carryout the mission of the organization Broward C H A I Center Inc 1295 E Hallandale Beach Blvd Hallandale FL 33009 650095534 501(c)(3) 25000 General support to carryout the mission of the organization American Friends of the Hebrew University Inc One Battery Park Plaza 25th Floor New York NY 10004 131568923 501(c)(3) 23300 General support to carryout the mission of the organization North Shore University Hospital 300 Community Drive Manhasset NY 11030 111562701 501(c)(3) 22500 General support to carryout the mission of the organization Palm Beach Opera Inc 415 South Olive Avenue West Palm Beach FL 33401 591060864 501(c)(3) 17000 General support to carryout the mission of the organization Doctors Without Borders USA Inc 333 Seventh Ave 2nd Floor New York NY 10001 133433452 501(c)(3) 15400 General support to carryout the mission of the organization Columbus Jewish Federation 1175 College Avenue Columbus OH 43209 310838745 501(c)(3) 15065 General support to carryout the mission of the organization American Jewish World Service Inc 45 West 36th Street 11th Floor New York NY 10018 222584370 501(c)(3) 15000 General support to carryout the mission of the organization The Israel Project 2020 K Street Suite 7600 Washington DC 20006 371472882 501(c)(3) 15000 General support to carryout the mission of the organization Hadassah The Women's Zionist Organization of America Inc 5341 West Atlantic Avenue 305 Delray Beach FL 33484 131656651 501(c)(3) 13350 General support to carryout the mission of the organization Beth El Congregation 8215 Old Georgetown Rd Bethesda MD 20814 520698176 501(c)(3) 12500 General support to carryout the mission of the organization The Society of the Four Arts Inc 2 Four Arts Plaza Palm Beach FL 33480 590454318 501(c)(3) 12400 General support to carryout the mission of the organization United Jewish Appeal - Federation of Jewish Philanthropies of New York 6900 Jericho Turnpike Suite 302 Syosset NY 11791 510172429 501(c)(3) 11600 General support to carryout the mission of the organization Rails-To-Trails Conservancy 2121 Ward Court NW 5th Floor Washington DC 20037 521437006 501(c)(3) 11500 General support to carryout the mission of the organization Hillel Foundation for Jewish Campus Life 800 8th St NW Washington DC 20001 521844823 501(c)(3) 11450 General support to carryout the mission of the organization Holocaust Documentation and Education Center Inc 2031 Harrison Street Hollywood FL 33020 591992826 501(c)(3) 11000 General support to carryout the mission of the organization Temple Micah 2829 Wisconsin Avenue NW Washington DC 20007 520845118 501(c)(3) 11000 General support to carryout the mission of the organization Florida Atlantic University Foundation 777 Glades Road Boca Raton FL 33431 590917284 501(c)(3) 10300 General support to carryout the mission of the organization Boys & Girls Club of Palm Beach County 800 Northpoint Parkway Suite 204 West Palm Beach FL 33407 237060561 501(c)(3) 10067 General support to carryout the mission of the organization Bokamoso Youth Foundation 3927 Military Road Washington DC 20015 263437346 501(c)(3) 10000 General support to carryout the mission of the organization Eastside College Preparatory School Inc 1401 Myrtle Street East Palo Alto CA 94303 943187806 501(c)(3) 10000 General support to carryout the mission of the organization Finca International 1101 14th Street NW 11th Floor Washington DC 20005 133240109 501(c)(3) 10000 General support to carryout the mission of the organization Hope Rural School Inc 15929 SW 150th Street Indiantown FL 34956 592001615 501(c)(3) 10000 General support to carryout the mission of the organization International Planned Parenthood Federation 120 Wall St 9th Floor New York NY 10005 131845455 501(c)(3) 10000 General support to carryout the mission of the organization Kennedy Kreiger Institute 707 North Broadway Baltimore MD 21205 521328369 501(c)(3) 10000 General support to carryout the mission of the organization North Shore Long Island Jewish Health System Foundation 125 Community Drive Great Neck NY 11021 112965575 501(c)(3) 10000 General support to carryout the mission of the organization Palm Beach Civic Association 139 North County Road Suite 33 Palm Beach FL 33480 590542089 501(c)(3) 10000 General support to carryout the mission of the organization Palm Beach Symphony Association 44 Cocoanut Row Suite M207B Palm Beach FL 33480 591542539 501(c)(3) 10000 General support to carryout the mission of the organization Rebuilding Together Peninsula PO Box 4031 Menlo Park CA 94026 943106209 501(c)(3) 10000 General support to carryout the mission of the organization St Jude Children's Research Hospital 262 Danny Thomas Place Memphis TN 38105 620646012 501(c)(3) 10000 General support to carryout the mission of the organization The Community Synagogue-Temple Beth Am 160 Middle Neck Road Port Washington NY 11050 111992681 501(c)(3) 10000 General support to carryout the mission of the organization University of Florida Foundation Inc PO Box14425 Gainesville FL 32604 590974739 501(c)(3) 10000 General support to carryout the mission of the organization World Wildlife Fund Inc PO Box 97180 Washington DC 20090 521693387 501(c)(3) 10000 General support to carryout the mission of the organization Jazz at Aspen Snowmass 110 East Hallam Suite 104 Aspen CO 81611 841220222 501(c)(3) 8890 General support to carryout the mission of the organization Israel Guide Dog Center For The Blind 732 South Settlers Circle Warrington PA 18976 232519029 501(c)(3) 8500 General support to carryout the mission of the organization American Friends of the Israel Museum 500 Fifth Avenue Suite 2540 New York NY 10110 237182582 501(c)(3) 8300 General support to carryout the mission of the organization Washington Institute for Near East Policy 1828 L Street NW Suite 1050 Washington DC 20036 521376034 501(c)(3) 8200 General support to carryout the mission of the organization Planned Parenthood of South Florida and the Treasure Coast Inc 2300 North Florida Mango Road West Palm Beach FL 33409 591391115 501(c)(3) 8000 General support to carryout the mission of the organization United Way of Palm Beach County Inc 2600 Quantum Boulevard Boynton Beach FL 33426 590683258 501(c)(3) 7800 General support to carryout the mission of the organization American Friends of Livnot U'Lehibanot PO Box 811715 Boca Raton FL 33481 133500786 501(c)(3) 7750 General support to carryout the mission of the organization Jupiter Medical Center Foundation Inc 1210 South Old Dixie Highway Jupiter FL 33458 650132406 501(c)(3) 7600 General support to carryout the mission of the organization United States Holocaust Memorial Museum PO Box 90988 Washington DC 20090 521309391 501(c)(3) 7600 General support to carryout the mission of the organization Grameen Foundation USA 50 F Street NW 8th Floor Washington DC 20001 731502797 501(c)(3) 7500 General support to carryout the mission of the organization Haitian Health Foundation Inc 97 Sherman Street Norwich CT 06360 061135999 501(c)(3) 7500 General support to carryout the mission of the organization Triangle Club Inc 1369 Okeechobee Rd West Palm Bch FL 33401 590919735 501(c)(3) 7500 General support to carryout the mission of the organization March of the Living Inc 4657 Hood Road Palm Beach Gardens FL 33418 133620046 501(c)(3) 7000 General support to carryout the mission of the organization Palm Beach Orthodox Synagogue PO Box 1028 Palm Beach FL 33480 650478910 501(c)(3) 7000 General support to carryout the mission of the organization Temple Har Shalom 3755 Brookside Dr Park City UT 84060 870543584 501(c)(3) 6870 General support to carryout the mission of the organization Workmen's CircleArbeter Ring 110 E Rockaway Rd Hewlett NY 11557 136178558 501(c)(3) 6703 General support to carryout the mission of the organization Camp Judaea 2700 Northeast Expressway Ste C500 Atlanta GA 30345 586014651 501(c)(3) 6500 General support to carryout the mission of the organization Israel Children's Centers Inc 3275 West Hillsboro Blvd Suite 102 Deerfield Beach FL 33442 132961273 501(c)(3) 6180 General support to carryout the mission of the organization Edmund Burke School 4101 Connecticut Ave NW Washington DC 20008 520883668 501(c)(3) 6000 General support to carryout the mission of the organization Migrant Association of South Florida Inc 8645 West Boynton Beach Boulevard Boynton Beach FL 33437 650149423 501(c)(3) 6000 General support to carryout the mission of the organization Camp Coleman URJ 1580 Spalding Dr Atlanta GA 30350 131663143 501(c)(3) 5773 General support to carryout the mission of the organization American Jewish Committee 1156 15th Street NW 12th Floor Washington DC 20005 135563393 501(c)(3) 5700 General support to carryout the mission of the organization American Society for Technion - Israel Institute of Technology Inc 55 East 59th Street New York NY 10022 130434195 501(c)(3) 5700 General support to carryout the mission of the organization Cleveland Clinic Foundation 9500 Euclid Avenue - H 18 Cleveland OH 44195 340714585 501(c)(3) 5680 General support to carryout the mission of the organization Temple Beth El of Great Neck 5 Old Mill Road Great Neck NY 11023 111771935 501(c)(3) 5500 General support to carryout the mission of the organization Jewish Federation of Northeastern Pennsylvania 601 Jefferson Avenue Scranton PA 18510 240809371 501(c)(3) 5400 General support to carryout the mission of the organization American Red Cross 825 Fern Street West Palm Beach FL 33401 530196605 501(c)(3) 5100 General support to carryout the mission of the organization Temple University School of Medicine Office of the Dean Philadelphia PA 19140 231365971 501(c)(3) 5100 General support to carryout the mission of the organization 93 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: When funds are granted for a specific project, there is usually a grant agreement or letter of direction which includes reporting requirements. For general support grants, there are no reporting requirements. The tax status and public charity classification of all grantees is verified. Grants for general assistance is monitored by the Planning and Allocations Department which requires reports and financial data indicating how funds are utilized. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Jeffrey Klein 352099 0 0 0 12673 0 79600 0 17288 0 461660 0 0 0 Debra Roshfeld 188258 0 0 0 0 0 15288 0 9407 0 212953 0 0 0 Carole-Ann Levine 167504 0 0 0 0 0 13406 0 17288 0 198198 0 0 0 Joel Breitstein 173509 0 0 0 0 0 14034 0 9407 0 196950 0 0 0 Seth Katzen 152484 0 0 0 0 0 12544 0 9407 0 174435 0 0 0 Part I, Line 1a First-class or charter travel - Benefit was received by Jeffrey L. Klein, CEO. On overseas travel, an economy upgradable ticket is purchased, and points earned by the Jewish Federation's American Express credit card are used to upgrade the ticket to business class when available. Travel for companions - Benefit was received by Jeffrey L. Klein, CEO. Per a 2 year employment contract approved by the Compensation Committee, for spousal travel not to exceed $6,000 per fiscal year cycle of July - June. The related amount of $662 was reported on his 2009 W-2 as taxable compensation on a calendar year basis. Jeffrey Klein X 60000 60000 0 1 1 60000 Martin Cass Board Member at Large 1000 Tax preparation 0 Rabbi Howard Shapiro Board Member at Large 9825 Consulting Synagogue Institute 0 Gary Walk Board Member at Large 11872 Legal Service 0 X 105 1497569 FMV of shares received 0 1 0 Form 990, Part VI, Section A, line 2 Mark F. Levy, board member (nephew to Robert Levy, board member) Mark F. Levy, board member (husband to Stacey Levy, board member) Mark F. Levy, board member (cousin to Sherry Siskin, employee) Arthur S. Loring, board member (husband to Vicki Loring, board member) Bente S. Lyons, board member (wife to Daniel M. Lyons, board member) Arlene Kaufman, board member (wife to Sanford M. Baklor, board member) Barbara G. Kay, board member (wife to Jack Kay, board member) Tami Baldinger, board member (step-daughter to Stanley B. Brenner, board member) Lawrence Beyer, board member (father to Anthony Beyer, board member, and brother-in-law to Penni Weinberg, board member) Penni Weinberg, board member (niece to Morton Mandel, board member) Alec Engelstein, board member (husband to Sheila Engelstein, board member) Stuart Karu, board member (husband to Tammy Karu, employee) Alan Shulman, board member (husband to Elizabeth Shulman, board member) Arnold Lampert, board member (father to Anthony Lampert, board member) Gary Lesser, Assistant Secretary (brother to Tami Baldinger, board member) Linda Benjamin, Vice President / Women's Philanthropy President (wife to Roger Benjamin, Board Member) Mark F. Levy, board member, has a contractual relationship with Ronald Pertnoy, board member Stacey Levy, board member, has a contractual relationship with Ronald Pertnoy, board member Jonathan S. Gilbert, board member, has a contractual relationship with Brian M. Seymour, board member Form 990, Part VI, Section A, line 7a The Nominating Committee prepares a slate of new board members to be approved by the Board. Form 990, Part VI, Section B, line 11 The completed Form 990 is presented by the Auditor to the 4 member Audit Committee for their review. There is a secure portal on the Federation website available only to the 108 voting members of the Board of Directors. The completed Form 990 is posted on this secure portal and Board members are notified that the completed Form 990 is posted for their review. Form 990, Part VI, Section B, line 12c Employees are given a copy of the Conflict of Interest Policy and asked to complete and sign a Conflict of Interest Disclosure Form when first hired and then annually after that. Return of signed forms is monitored and individual follow up is done for 100% compliance. Members of the Board of Directors are given a copy of the Conflict of Interest Policy and asked to complete and sign a Conflict of Interest Disclosure Form annually. At a Board meeting the President reviews why it is necessary for all Board members and key employees to complete the Conflict of Interest Disclosure Form. Return of signed forms is monitored and individual follow up is done by mail and at Board meetings. Form 990, Part VI, Section B, line 15a CEO: The Compensation Committee is provided with comparability data for CEO compensation compiled by an independent national HR consulting firm, including data from the other large city Jewish Federations and external market data from both not-for-profit and for-profit organizations. The Compensation Committee documents its decisions in a letter signed by the Federation President as Chair of the Compensation Committee. The CEO is provided with an employment contract, and the terms are reported to the Federation Executive Committee in executive session. For other senior managment compensation decisions, the Compensation Committee is provided with comparability data from other Jewish Federations. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy and financial statements are available upon request. Form 990, Part XI, Line 2C: There is no change from the prior year. The Audit Committee has oversight and selects the audit firm. Palm Beach Jewish Community Campus Corp 4601 Community Drive West Palm Beach FL 33417 650006250 Strengthen Jewish Identity and energize the relationship with Israel FL 501(c)(3) 170(b)(1) (A)(vi) 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 Palm Beach Jewish Community Campus Corp D 18500000 Palm Beach Jewish Community Campus Corp N 0 palm Beach Jewish Community Campus Corp D 9500000 Palm Beach Jewish Community Campus Corp J 2543383