2011-05-12T08:48:25-05:00 2010-06-30 990 2009-07-01 510172429 UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC UNIT 2128361327 130 EAST 59TH STREET NEW YORK NY 100221302 LAWRENCE SWILLING 2128361327 2011-05-12 2009 2016-02-24 21:20:13Z UJA-FEDERATION OF NEW YORK INC JOHN S RUSKAY 130 EAST 59TH STREET NEW YORK NY 10022 1108088000 0 X WWW.UJAFEDNY.ORG X 1975 NY REFER TO FORM 990, PART III, LINE 1 164 162 531 4672 2351000 -2473000 159684000 173778000 420000 319000 1726000 85587000 717000 1071000 162547000 260755000 164441000 153462000 0 44837000 39720000 0 30761000 25840000 25094000 235118000 218276000 -72571000 42479000 1061972000 1110867000 197807000 195892000 864165000 914975000 THE MISSION OF UJA-FEDERATION OF NEW YORK, INC. (UJA-FEDERATION) IS TO CARE FOR PEOPLE IN NEED, STRENGTHEN THE JEWISH PEOPLE, AND INSPIRE A PASSION FOR JEWISH LIFE AND LEARNING IN NEW YORK, IN ISRAEL AND AROUND THE WORLD.(CONTINUED)UJA-FEDERATION PURSUES ITS MISSION BY PROVIDING GRANTS, CAPACITY-BUILDING SUPPORT, AND ADVOCACY SERVICES TO OVER 100 NETWORK AGENCIES - MAJOR HEALTH AND HUMAN SERVICE AGENCIES; COMMUNITY CENTERS AND CAMPS; AGENCIES THAT SUPPORT JEWISH EDUCATION; AND A DOZEN NATIONAL AND INTERNATIONAL AGENCIES - AS WELL AS NUMEROUS OTHER NOT-FOR-PROFIT INSTITUTIONS IN NEW YORK AND ISRAEL. UJA-FEDERATION ALSO SERVES AN IMPORTANT COMMUNAL PLANNING FUNCTION BY IDENTIFYING NEW ISSUES FACING THE JEWISH COMMUNITY AND MOBILIZING INSTITUTIONS AND RESOURCES TO ADDRESS THOSE ISSUES. MANY OF UJA-FEDERATION'S NETWORK INSTITUTIONS PROVIDE SERVICES TO THE WIDER GENERAL COMMUNITY AS WELL AS TO THE JEWISH COMMUNITY. 0 0 77992000 71662000 CARE FOR PEOPLE IN NEED: FUNDS RAISED AND DISBURSED BY UJA-FEDERATION OF NEW YORK AID ALMOST 1.5 MILLION PEOPLE A YEAR IN NEW YORK CITY, WESTCHESTER AND LONG ISLAND THROUGH THE ACTIVITIES OF MORE THAN 100 BENEFICIARY AGENCIES. THESE AGENCIES SERVE BOTH JEWS AND NON-JEWS OF ALL AGES, INCLUDING IMMIGRANTS, SENIORS, PEOPLE WITH DISABILITIES, THE SICK AND THE POOR, AND THOSE SUFFERING ECONOMIC DISLOCATION DUE TO THE RECESSION. MOREOVER, THROUGH GRANTS TO THE JEWISH FEDERATIONS OF NORTH AMERICA, WHICH SUPPORTS THE JEWISH AGENCY FOR ISRAEL (JAFI) AND THE AMERICAN JOINT DISTRIBUTION COMMITTEE (JDC), UJA-FEDERATION PROVIDES SUPPORT FOR ASSISTANCE TO IMMIGRANTS, THE POOR AND THE ELDERLY, CHILDREN AT RISK, AND OTHER VULNERABLE POPULATIONS, TOUCHING MORE THAN THREE MILLION(CONTINUED)PEOPLE A YEAR THROUGHOUT THE WORLD. SERVICES INCLUDE HOUSING, MEDICAL CARE, END-OF-LIFE AND PALLIATIVE CARE, MENTAL HEALTH COUNSELING, EDUCATION, FOOD PROGRAMS, VOCATIONAL EDUCATION AND GUIDANCE, TRAUMA RELIEF, AND CITIZENSHIP AND ACCULTURATION SKILLS. 45762000 42048000 STRENGTHEN THE JEWISH PEOPLE: TO STRENGTHEN THE BONDS AMONG JEWS AROUND THE WORLD, UJA-FEDERATION PROVIDES FINANCIAL SUPPORT FOR RESCUE AND RESETTLEMENT OF JEWS FROM DISTRESSED COMMUNITIES AS WELL AS FOR JEWS CHOOSING TO MAKE A NEW LIFE IN ISRAEL. JEWISH COMMUNITY CENTERS AND OTHER COMMUNITY-BASED ORGANIZATIONS IN THE EIGHT-COUNTY AREA IN AND AROUND NEW YORK CITY SERVE AS GATEWAYS INTO THE JEWISH COMMUNITY AND INTO AMERICAN SOCIETY AND PROVIDE VITAL SERVICES FOR IMMIGRANTS. UJA-FEDERATION'S GRANTS FOR JAFI AND JDC PROVIDE SUPPORT FOR RESETTLEMENT OF JEWS FROM ETHIOPIA AND THE FORMER SOVIET UNION IN ISRAEL. THROUGH ENHANCED EDUCATION PROGRAMS FOR ADULTS, LEADERSHIP TRAINING, AND A VARIETY OF SOCIAL SUPPORTS FOR IMMIGRANT FAMILIES, UJA-FEDERATION FOSTERS IMMIGRANTS' INTEGRATION INTO (CONTINUED)ISRAELI SOCIETY. UJA-FEDERATION ALSO SUPPORTS COMMUNITY RELATIONS ORGANIZATIONS IN NEW YORK AND ISRAEL THAT PROMOTE TOLERANCE, EQUALITY AND MUTUAL RESPECT AMONG DIVERSE POPULATIONS. 43263000 39752000 INSPIRE JEWISH LIFE AND LEARNING: UJA-FEDERATION SUPPORTS INNOVATIVE INITIATIVES THAT STRENGTHEN AND RENEW SYNAGOGUE LIFE AND JEWISH LIFE ON COLLEGE CAMPUSES, ENCOURAGE YOUNG JEWS TO DISCOVER THEIR ROOTS AND COMMUNAL IDENTITY THROUGH EXPERIENCES IN ISRAEL, STRENGTHEN JEWISH EDUCATION, AND REACH OUT TO UNAFFILIATED JEWS. UJA-FEDERATION SUPPORTS INFORMAL AND FORMAL JEWISH EDUCATION PROGRAMS FOR CHILDREN AND ADULTS IN THE NEW YORK AREA; AND, THROUGH THE FUND FOR JEWISH EDUCATION, PROVIDES FUNDING FOR MEDICAL AND PENSION BENEFITS FOR EDUCATORS IN HUNDREDS OF JEWISH DAY SCHOOLS IN THE EIGHT-COUNTY REGION. 167017000 1 1 0 1 1 0 0 1 1 1 0 1 0 1 1 1 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 1 0 1 595 0 1 531 1 1 1 1 BD 0 0 0 1 1 0 0 0 164 162 1 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 0 FL X X LAWRENCE SWILLING CONTROLLER 2128361327 130 EAST 59TH STREET NEW YORK NY 100221302 JOHN M SHAPIRO X X 0 0 0 JERRY W LEVIN X X 0 0 0 ROGER W EINIGER X X 0 0 0 LYNNE G KOEPPEL X X 0 0 0 ALISA R DOCTOROFF X X 0 0 0 EVELYN KENVIN X X 0 0 0 TINA PRICE X X 0 0 0 HELEN SAMUELS X X 0 0 0 HOWARD P MILSTEIN X X 0 0 0 LINDA MIRELS X X 0 0 0 JODI J SCHWARTZ X 0 0 0 AL BERG X 0 0 0 STEPHEN J GIRSKY X 0 0 0 WAYNE K GOLDSTEIN X 0 0 0 MICHAEL G JESSELSON X 0 0 0 JONATHAN PLUTZIK X 0 0 0 GENE RACHMANSKY X 0 0 0 PHILIP ALTHEIM X 0 0 0 NURIT AMDUR X 0 0 0 SANFORD L ANTIGNAS X 0 0 0 JOEL BECKMAN X 0 0 0 SHARI L BECKMAN X 0 0 0 ALAN S BERNIKOW X 0 0 0 LEWIS BERNSTEIN X 0 0 0 LAURIE E BLITZER X 0 0 0 THOMAS BLUMBERG X 0 0 0 STEVE BLUMERT X 0 0 0 FRANCES BRANDT X 0 0 0 AMY BRESSMAN X 0 0 0 ELLEN B BROWN X 0 0 0 KENNETH A BUCKFIRE X 0 0 0 SANDRA F CAHN X 0 0 0 DR MIRIAM CASLOW X 0 0 0 LAWRENCE J COHEN X 0 0 0 JEFFREY CORBIN X 0 0 0 PAUL M CORWIN X 0 0 0 ELLEN DE JONGE-OZERI X 0 0 0 KIM DICKSTEIN X 0 0 0 RACHEL S EPSTEIN X 0 0 0 SIMA FELDSHER X 0 0 0 YALE M FERGANG X 0 0 0 PETER FINE X 0 0 0 CHERYL FISHBEIN X 0 0 0 STEVEN D FLEISCHER X 0 0 0 MARTINE FLEISHMAN X 0 0 0 FELIKS FRENKEL X 0 0 0 KAREN SW FRIEDMAN X 0 0 0 JUDITH D FRYER X 0 0 0 JAY M FURMAN X 0 0 0 JOAN GINSBURG X 0 0 0 LAURIE GIRSKY X 0 0 0 BILLIE GOLD X 0 0 0 ALAN GOLDBERG X 0 0 0 MURIEL GOLDBERG X 0 0 0 ERIC S GOLDSCHMIDT X 0 0 0 ERIC S GOLDSTEIN X 0 0 0 CINDY R GOLUB X 0 0 0 LAWRENCE C GOTTLIEB X 0 0 0 CLIFFORD GREENBERG X 0 0 0 DOREE GREENBERG X 0 0 0 JENNIFER GROSS X 0 0 0 JONATHAN M HARRIS X 0 0 0 JOHN A HERRMANN JR X 0 0 0 DAVID J HIDARY X 0 0 0 MARCIE IMBERMAN X 0 0 0 MARVIN ISRAELOW X 0 0 0 RABBI RICHARD JACOBS X 0 0 0 LIZ JAFFE X 0 0 0 SUZANNE D JAFFE X 0 0 0 STEPHANIE R JOSEPH X 0 0 0 TRICIA KALLETT X 0 0 0 KAREN SPAR KASNER X 0 0 0 LILIYA KATAN X 0 0 0 JUDY KAUFTHAL X 0 0 0 RICHARD L KAY X 0 0 0 JOEL D KAZIS X 0 0 0 MICHAEL H KERR X 0 0 0 DAVID KISLIN X 0 0 0 CARA KLEIN X 0 0 0 RABBI CHARLES A KLEIN X 0 0 0 DAVID KLEINHANDLER X 0 0 0 ROSEMARIE KLIPPER X 0 0 0 CANDICE B KOERNER X 0 0 0 PAUL J KONIGSBERG X 0 0 0 MEYER KOPLOW X 0 0 0 JOYCE L KRAMER X 0 0 0 LYNN KORDA KROLL X 0 0 0 NAOMI KRONISH X 0 0 0 ALICE L KULICK X 0 0 0 RICHARD S LANE X 0 0 0 PAUL LASHIN X 0 0 0 MICHAEL J LEFFELL X 0 0 0 ALISA F LEVIN X 0 0 0 ALAN LEVINE X 0 0 0 RABBI ROBERT NLEVINE X 0 0 0 PAUL G LEVY X 0 0 0 RABBI HASKEL LOOKSTEIN X 0 0 0 WILLIAM L MACK X 0 0 0 ANDREA S MARKEZIN-PRESS X 0 0 0 STEVEN R MARLOWE X 0 0 0 MATTHEW J MARYLES X 0 0 0 ROBERT I MEYERS X 0 0 0 JOSEPH MOINIAN X 0 0 0 HARRIET MOUCHLY-WEISS X 0 0 0 JOSHUA NASH X 0 0 0 BARBARA G NOVICK X 0 0 0 ANDREW S PENSON X 0 0 0 LORI PERLOW X 0 0 0 GALINA PINCOW X 0 0 0 JOHN J POMERANTZ X 0 0 0 VICKI C FELDMAN PORTMAN X 0 0 0 ANNA RACHMANSKY X 0 0 0 STEPHEN R REINER X 0 0 0 MINDY RICHENSTEIN X 0 0 0 JILL ROSENBERG X 0 0 0 RABBI JONATHAN ROSENBLATT X 0 0 0 SAMUEL W ROSENBLATT X 0 0 0 KEITH ROSENBLOOM X 0 0 0 RABBI PETER JRUBINSTEIN X 0 0 0 DAVID M SABLE X 0 0 0 BARBARA D SALMANSON X 0 0 0 ANDREW SAUL X 0 0 0 PHILIP SCHATTEN X 0 0 0 LYNN SCHNEIDER X 0 0 0 ANNA SCHNEUR X 0 0 0 JEFFREY A SCHOENFELD X 0 0 0 HARVEY SCHULWEIS X 0 0 0 ERIC S SCHWARTZ X 0 0 0 BARBARA GINSBURG SHAPIRO X 0 0 0 STEPHEN D SHAPIRO X 0 0 0 SCOTT SHAY X 0 0 0 DAVID SILVERS X 0 0 0 PATRICIA B SILVERSTEIN X 0 0 0 HARRIET G SINGER X 0 0 0 SCOTT SINGER X 0 0 0 NOEL J SPIEGEL X 0 0 0 ROBIN SPIELMAN X 0 0 0 LINDA SPITZER X 0 0 0 ROBERT M STAVIS X 0 0 0 JEFFREY M STERN X 0 0 0 MARC K SUVALL X 0 0 0 RUTH SUZMAN X 0 0 0 FRAN E SZCZESNY X 0 0 0 DOROTHY TANANBAUM X 0 0 0 LINDA KAPLAN THALER X 0 0 0 BONNIE TISCH X 0 0 0 MERRYL H TISCH X 0 0 0 LYNN TOBIAS X 0 0 0 LESLIE J TROPPER X 0 0 0 AMY VERSCHLEISER X 0 0 0 JEFFREY VERSCHLEISER X 0 0 0 MERYL VIENER X 0 0 0 JOAN WACHTLER X 0 0 0 AMY G WARSHAW X 0 0 0 VICKI WEINER X 0 0 0 PAMELA P WEXLER X 0 0 0 ROBERT R WIENER X 0 0 0 ANNA WINDERBAUM X 0 0 0 ERIKA S WITOVER X 0 0 0 ARLENE WITTELS X 0 0 0 DIANE WOHL X 0 0 0 STEVEN B WOLINSKY X 0 0 0 STEVEN WOLITZER X 0 0 0 LYNN ZISES X 0 0 0 JOHN S RUSKAY 35.00 X 462000 0 89000 IRVIN A ROSENTHAL 35.00 X 320000 0 50000 ELLEN ZIMMERMAN 35.00 X 250000 0 45000 PAUL KANE 35.00 X 297000 0 83000 STUART TAUBER 35.00 X 272000 0 47000 LOUISE GREILSHEIMER 35.00 X 272000 0 72000 ALISA RUBIN KURSHAN 35.00 X 264000 0 33000 GAIL REISS 35.00 X 249000 0 59000 LAWRENCE SWILLING 35.00 X 227000 0 27000 ROBERT DINATALE 35.00 X 213000 0 11000 WILLIAM SAMERS 35.00 X 212000 0 30000 ARON GRODINSKY 35.00 X 201000 0 30000 3239000 0 576000 80 0 1 0 oXFORD HEALTH PLANS PO BOX 26973 NEW YORK NY 10087 HEALTH INSURANCE 4762000 GIL TRAVEL(SUBSTANTIALLY ALL REIMBURSED) 1511 WALNUT STREET PHILADELPHIA PA 19102 MISSION & OTHER BUSINESS TRAVEL 1150000 CONOCO PHILLIPS 21873 NETWORK PLACE CHICAGO IL 60673 OIL & GAS INVESTMENT EXPENSES 1083000 FLIK INTERNATIONAL CORP PO BOX 91337 CHICAGO IL 60693 FOOD SERVICE PROVIDER 876000 FOJP SERVICE CORP 28 EAST 28TH STREET NEW YORK NY 10016 INSURANCE 869000 66 27666000 2049000 144063000 24518000 173778000 tRUST FOR DISAB ADULTS 900099 174000 174000 PUBLIC POLICY SERVICES 900099 59000 59000 86000 86000 319000 14292000 11941000 2351000 52000 52000 52000 52000 913242000 841947000 71295000 71295000 71295000 5960000 27666000 5386000 574000 574000 0 NEW YORK SYNAGOGUE 900099 150000 150000 PENSION PLAN ADMIN FEE 561000 125000 125000 170000 170000 445000 260755000 84574000 2351000 52000 150447000 150447000 2709000 2709000 306000 306000 2816000 783000 795000 1238000 28327000 6159000 7930000 14238000 2437000 530000 682000 1225000 3979000 865000 1114000 2000000 2161000 470000 605000 1086000 198000 43000 55000 100000 429000 93000 120000 216000 33000 33000 3661000 3661000 2060000 448000 577000 1035000 1019000 222000 285000 512000 3664000 799000 1026000 1839000 985000 214000 276000 495000 3305000 719000 925000 1661000 846000 184000 237000 425000 83000 18000 23000 42000 2964000 644000 830000 1490000 4214000 916000 1180000 2118000 322000 70000 90000 162000 CREDIT CARD FEES 428000 93000 120000 215000 A/V SERVICES OUTSIDE 161000 35000 45000 81000 LIST MAINTENANCE 109000 24000 30000 55000 OBITUARIES/MEMORIAL ADS 101000 22000 28000 51000 UNREL. BUS. TAX CREDITS -401000 -401000 913000 171000 265000 477000 218276000 167017000 20498000 30761000 7724000 15952000 142246000 97258000 75365000 66535000 3264000 3527000 7801000 10020000 1824000 1827000 85822000 15855000 73358000 69967000 269780000 198599000 391623000 550997000 3284000 4068000 85703000 92117000 1061972000 1110867000 17042000 17166000 29338000 25438000 64939000 63614000 28096000 31246000 58392000 58428000 197807000 195892000 X 482185000 498298000 169542000 201744000 212438000 214933000 864165000 914975000 1061972000 1110867000 X 0 1 1 X 0 X 195599000 225717000 177534000 159684000 173778000 932312000 195599000 225717000 177534000 159684000 173778000 932312000 932312000 11102000 17378000 14684000 6525000 11993000 61682000 3404000 3398000 2478000 1907000 2351000 13538000 1034000 1217000 696000 498000 445000 3890000 1011422000 33325000 0.92180 0.91870 X Schedule A, Part II, Line 10, Explanation of Other Income: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1000 32000 33000 218243000 218276000 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 36000 24000 31000 33000 124000 250000 250000 250000 250000 1000000 1500000 13000 2000 1000 16000 18 204000 1916000 21072000 0 0 0 1 694882000 43712000 66034000 -52428000 -24160000 -563000 727477000 875765000 34463000 -148765000 -55294000 -10825000 -462000 694882000 0.69000 0.30000 0.01000 0 0 1118000 1118000 73178000 7366000 65812000 11526000 8489000 3037000 69967000 MULTI-STRATEGY HEDGE FUNDS 218898000 F PRIVATE EQUITY/REAL-ESTATE 116901000 F INTEREST IN RELATED ORGANIZATIONS 32547000 C NON-PUBLIC EQUITIES 166112000 F STATE OF ISRAEL BONDS 13537000 C INTEREST IN OIL AND GAS PROPERTIES 3002000 F 550997000 ASSETS HELD UNDER CHARITABLE TRUST AGREEMENTS 40060000 AMOUNTS HELD ON BEHALF OF OTHER AGENCIES 31246000 NON-DEPRECIABLE PROPERTY 10239000 INTERCOMPANY RECEIVABLES 6846000 CASH SURRENDER VALUE - LIFE INSURANCE 2562000 OTHER 1164000 92117000 LIABILITIES UNDER CHARITABLE TRUST AND ANNUITY AGREEMENTS 53922000 ACCRUED POSTRETIREMENT BENEFITS 4506000 58428000 260755000 218276000 42479000 -4580000 12911000 8331000 50810000 265894000 -4580000 100000 12879000 8399000 257495000 3661000 -401000 3260000 260755000 215116000 100000 100000 215016000 3661000 -401000 3260000 218276000 Part IV, Line 2b: CERTAIN NETWORK AGENCIES INVEST IN THE UJA-FEDERATION POOLED INVESTMENT ACCOUNT. Part V, Line 4: Description of Intended Use of Endowment Funds: INTENDED USES OF ENDOWMENT FUNDS: THE ORGANIZATION'S OPERATING BUDGET IS BASED UPON A TOTAL "SOURCES & USES" OF FUNDS CONCEPT. SOURCES OF FUNDING ARE IDENTIFIED DURING THE OPERATING BUDGET PROCESS TO COVER PLANNED EXPENDITURES. OTHER THAN THE ANNUAL CAMPAIGN, THE ENDOWMENT IS THE NEXT SINGLE HIGHEST SOURCE OF FUNDING FOR BUDGETARY NEEDS. Part X: Description of Uncertain Tax Positions Under FIN 48: FIN 48: THE ORGANIZATION FOLLOWS THE PROVISIONS OF ASC 740-10, INCOME TAXES - OVERALL, RELATING TO UNCERTAINTY IN INCOME TAXES. FOR UJA-FEDERATION, ASC 740-10 IS PRIMARILY APPLICABLE TO THE INCURRENCE OF UNRELATED BUSINESS INCOME TAX (UBIT) ATTRIBUTABLE TO CERTAIN OF ITS INVESTMENTS. ASC 740-10 ESTABLISHES A MINIMUM THRESHOLD FOR FINANCIAL STATEMENT RECOGNITION OF THE BENEFITS OF POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN FILING TAX RETURNS. IT REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE "MORE-LIKELY-THAN-NOT" THRESHOLD ARE RECORDED AS A TAX EXPENSE. Part XI, Line 8 - Other Adjustments: IMPUTED RENTAL INCOME: 12879000. CURTAILMENT GAIN: 1140000. POST-RETIREMENT BENEFIT CHANGES OTHER THAN NET PERIODIC BENEFIT COST: -1108000. Part XII, Line 2d - Other Adjustments: IMPUTED RENTAL INCOME: 12879000. Part XII, Line 4b - Other Adjustments: UBIT CREDIT INCLUDED IN INVESTMENT INCOME FOR FINANCIAL REPORTING PURPOSES: -401000. Part XIII, Line 4b - Other Adjustments: UBIT CREDIT INCLUDED IN INVESTMENT INCOME FOR FINANCIAL REPORTING PURPOSES: -401000. PART I, LINES 5 AND 6: THE ORGANIZATION DOES NOT MAINTAIN DONOR ADVISED FUNDS. 1 NORTH AMERICA 1 PROGRAM SERVICES INSURANCE SERVICES FOR NETWORK AGENCIES 2512000 MIDDLE EAST 1 4 PROGRAM SERVICES MONITORING OF GRANTS - REFER TO SCHEDULE F, PART IV, SUPPLEMENTAL INFORMATION 507000 RUSSIA GRANTMAKING 306000 1 5 3325000 RUSSIA STRENGTHEN THE JEWISH PEOPLE AND RENEW JEWISH LIFE 306000 WIRE 1 Procedure for Monitoring Grants Outside the U.S.: Schedule F, Part I, Line 2: PROCEDURES FOR MONITORING THE USE OF FOREIGN GRANT FUNDS: FUNDS FOR OVERSEAS PROGRAM ACTIVITIES ARE DISTRIBUTED THROUGH THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) PRIMARILY TO THE JEWISH AGENCY FOR ISRAEL (JAFI) AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC. (JDC). OVERSEAS ORGANIZATIONS RECEIVING FUNDS FROM JFNA UTILIZE SUCH FUNDS FOR ACTIVITIES AND PROGRAMS THAT SUPPORT UJA-FEDERATION'S CHARITABLE PURPOSES. UJA-FEDERATION'S ISRAEL OFFICE, IN CONJUNCTION WITH STAFF IN NEW YORK, REVIEW TWO ANNUAL REPORTS (A SIX-MONTH AND A FINAL REPORT) FOR TARGETED GRANT PROGRAMS THAT ARE LOCATED IN ISRAEL AND ABROAD AND FOR WHICH FUNDS ARE DISTRIBUTED THROUGH JFNA. THE REPORTS INCLUDE NARRATIVE, STATISTICAL, AND ACCOUNTING COMPONENTS AND SERVE TO ENSURE THAT PROGRAMMATIC OBJECTIVES ARE APPROPRIATELY ATTAINED, AND THAT EXPENDITURES QUALIFY FOR REIMBURSEMENT UNDER THE GRANT. IN ISRAEL, OUR GRANTEE ORGANIZATIONS ARE LEGALLY REGISTERED WITH JAFI, WHICH RELEASES REGULAR GRANT PAYMENTS BASED ON COORDINATION WITH OUR ISRAEL OFFICE. WALL STREET DINNER 2787000 2481000 306000 263000 16000 57000 KEEPERS OF THE FLAME 2387000 1995000 392000 261000 21000 60000 218 27277000 23190000 4087000 79000 2602000 306000 466000 32451000 27666000 4785000 79000 3126000 343000 583000 4131000 654000 1 92ND STREET YM-YWHA 1395 LEXINGTON AVENUE NEW YORK NY 10128 131624229 501(C)(3) 864000 CARING/PEOPLEHOOD/JEWISH IDENTITY AMERICAN FRIENDS OF PAIDEIA 1350 AVENUE OF THE AMERICAS SUITE 1200 NEW YORK NY 10019 432031997 501(C)(3) 107000 PEOPLEHOOD/JEWISH IDENTITY AMERICAN ZIONIST MOVEMENT 633 3RD AVENUE NEW YORK NY 10017 132679404 501(C)(3) 30000 JEWISH IDENTITY ASSOCIATED CAMPS INC - BLOCK & HEXTER VACATION CENTER UNIT A-109271 ROUTE 46 FAIRFIELD NJ 07004 237037974 501(C)(3) 110000 135000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH IDENTITY BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER 15 NEIL COURT OCEANSIDE NY 11572 112002556 501(C)(3) 723000 CARING/PEOPLEHOOD/JEWISH IDENTITY BERKSHIRE HILLS-EMANUEL CAMPS SUITE 3D547 SAW MILL RIVER ROAD ARDSLEY NY 10502 131739934 501(C)(3) 168000 PEOPLEHOOD/JEWISH IDENTITY BET AM SHALOM SYNAGOGUE 295 SOUNDVIEW AVENUE WHITE PLAINS NY 10606 131913705 501(C)(3) 8000 CARING/PEOPLEHOOD BETH ABRAHAM HEALTH SERVICES 612 ALLERTON AVENUE BRONX NY 10467 131739920 501(C)(3) 92000 CARING BETH EL SYNAGOGUE CENTER NORTHFIELD ROAD AT NORTH AVENUE NEW ROCHELLE NY 10804 131760097 501(C)(3) 9000 CARING/PEOPLEHOOD BETH HAKNESSETH OHR HAMIZRACH 347 OCEAN PARKWAY BROOKLYN NY 11218 113199799 501(C)(3) 54000 PEOPLEHOOD BETH ISRAEL MEDICAL CENTER 1ST AVENUE AT 16TH STREET NEW YORK NY 10003 135564934 501(C)(3) 233000 CARING BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33RD 7TH FLOOR NEW YORK NY 10016 134092050 501(C)(3) 300000 JEWISH IDENTITY BLYTHEDALE CHILDREN'S HOSPITAL 95 BRADHURST AVENUE VALHALLA NY 10595 131739922 501(C)(3) 15000 CARING BOARD OF JEWISH EDUCATION OF GREATER NEW YORK 520 8TH AVENUE SUITE 1510 NEW YORK NY 10018 131632519 501(C)(3) 5479000 CARING/PEOPLEHOOD/JEWISH IDENTITY BRONX HOUSE JEWISH COMMUNITY CENTER 990 PELHAM PARKWAY SOUTH BRONX NY 10461 131739935 501(C)(3) 312000 CARING/PEOPLEHOOD/JEWISH IDENTITY BRONX JEWISH COMMUNITY COUNCIL 2930 WALLACE AVENUE BRONX NY 10467 132744533 501(C)(3) 247000 CARING BRONX RIVERDALE YM-YWHA 5625 ARLINGTON AVENUE BRONX NY 10471 131740407 501(C)(3) 636000 CARING/PEOPLEHOOD/JEWISH IDENTITY BROOKLYN COMMUNITY FOUNDATION 405 MAIN STREET SUITE 409 BROOKLYN NY 11201 133422729 501(C)(3) 10000 CARING CAMP DORA GOLDING 5515 NEW UTRECHT AVENUE BROOKLYN NY 11219 136000413 501(C)(3) 83000 78000 APPRAISAL IMPUTED RENT PEOPLEHOOD/JEWISH IDENTITY CAMP LOUEMMA INC SUITE 202 48 STILES LANE PINE BROOK NJ 07058 111661356 501(C)(3) 45000 PEOPLEHOOD/JEWISH IDENTITY CAMPS MOGEN AVRAHAM HELLER STERNBERG INC 1123 BROADWAY SUITE 1011 NEW YORK NY 10010 510188244 501(C)(3) 256000 CARING/PEOPLEHOOD CAROLINE AND JOSEPH S GRUSS LIFE MONUMENT FUNDS INC 45 BROADWAY SUITE 3050 NEW YORK NY 10006 133573461 501(C)(3) 2521000 JEWISH IDENTITY CAUSE EFFECTIVE 505 8TH AVENUE SUITE 1212 NEW YORK NY 10018 133083978 501(C)(3) 13000 CARING/PEOPLEHOOD/JEWISH IDENTITY CENTRAL QUEENS YM & YWHA 67-09 108TH STREET FOREST HILLS NY 11375 111633509 501(C)(3) 706000 8000 FMV IMPUTED INTEREST CARING/PEOPLEHOOD/JEWISH IDENTITY CHAVAYOT CO COLEL CHABAD 806 EASTERN PARKWAY BROOKLYN NY 11213 113254483 501(C)(3) 18000 JEWISH IDENTITY CENTER FOR LEARN & LEADERSHIP 440 PARK AVENUE SOUTH - 4TH FLOOR NEW YORK NY 10016 237390358 501(C)(3) 32000 CARING CONGREGATION BETH SIMCHAT TORAH 57 BETHUNE STREET NEW YORK NY 10014 237406899 501(C)(3) 7000 CARING/PEOPLEHOOD CONGREATION KOL AMI 252 SOUNDVIEW AVENUE WHITE PLAINS NY 10606 131739991 501(C)(3) 10000 CARING CONGREGATION SONS OF ISRAEL OF BRIARCLIFF MANOR 1666 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 136007213 501(C)(3) 8000 CARING/PEOPLEHOOD COUNCIL OF JEWISH EMIGRE COMMUNITY ORGANIZATION INC (COJECO) 261 MADISON SUITE 1504 NEW YORK NY 10016 133955736 501(C)(3) 240000 CARING/PEOPLEHOOD DARIM ONLINE 204 RIDGE STREET SUITE 204 CHARLOTTESVILLE VA 22902 061594680 501(C)(3) 45000 JEWISH IDENTITY DISABILITY OPPORTUNITY FUND 201 IU WILLETS ROAD ALBERTSON NY 11507 260283588 501(C)(3) 50000 CARING DOR CHADASH 165 EAST 56TH STREET NEW YORK NY 10022 203113544 501(C)(3) 135000 PEOPLEHOOD/JEWISH IDENTITY DOROT INC 171 WEST 85TH STREET NEW YORK NY 10024 133264005 501(C)(3) 255000 CARING/PEOPLEHOOD/JEWISH IDENTITY EDEN VILLAGE CAMP 392 DENNYTOWN PUTNAM VALLEY NY 10579 264373931 501(C)(3) 100000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH IDENTITY EDITH AND CARL MARKS JEWISH COMMUNITY HOUSE OF BENSONHURST 7802 BAY PARKWAY BROOKLYN NY 11214 111633484 501(C)(3) 1736000 CARING/PEOPLEHOOD/JEWISH IDENTITY FEGS HEALTH AND HUMAN SERVICES SYSTEM 315 HUDSON STREET NEW YORK NY 10013 131624000 501(C)(3) 6172000 CARING/PEOPLEHOOD/JEWISH IDENTITY FACING HISTORY AND OURSELVES 314 EAST 4TH STREET3RD FLR SUITE 300 NEW YORK NY 10012 042761636 501(C)(3) 71000 PEOPLEHOOD FIRST HEBREW CONGREGATION OF PEEKSKILL 1821 EAST MAIN STREET PEEKSKILL NY 10566 131879961 501(C)(3) 12000 CARING/PEOPLEHOOD/JEWISH IDENTITY FLEETWOOD SYNAGOGUE 11 EAST BROAD STREET MOUNT VERNON NY 10552 131963169 501(C)(3) 7000 CARING/PEOPLEHOOD/JEWISH IDENTITY FOUNDATION FOR JEWISH CAMP INC 15 WEST 36TH STREET 13TH FLOOR NEW YORK NY 10018 223551013 501(C)(3) 400000 JEWISH IDENTITY GURWIN JEWISH GERIATRIC FOUNDATION INC 68 HAUPPAUGE ROAD PO BOX 9017 COMMACK NY 11725 112785201 501(C)(3) 86000 CARING GURWIN JEWISH NURSING & REHABILITATION CENTER 68 HAUPPAUGE ROAD COMMACK NY 11725 112785201 501(C)(3) 112000 CARING HEBREW EDUCATIONAL SOCIETY 9502 SEAVIEW AVENUE BROOKLYN NY 11236 111642720 501(C)(3) 590000 684000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH IDENTITY HEBREW FREE BURIAL ASSOCIATION INC 224 WEST 35TH STREET ROOM 300 NEW YORK NY 10001 135596755 501(C)(3) 37000 CARING HEBREW FREE LOAN SOCIETY 675 3RD AVENUE SUITE 1905 NEW YORK NY 10017 135562239 501(C)(3) 303000 8000 FMV IMPUTED INTEREST CARING HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION BROOKDALE CENTER ONE WEST 4TH STREET NEW YORK NY 10012 310537067 501(C)(3) 991000 CARING/JEWISH IDENTITY HENRY KAUFMANN CAMPGROUNDS INC 667 BLAUVELT ROAD PEARL RIVER NY 10965 135633239 501(C)(3) 641000 3206000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH IDENTITY HILLEL AT BINGHAMTON UNIVERSITY WEST 208-B UNIVERSITY UNION BINGHAMTON NY 13902 010569965 501(C)(3) 10000 CARING/PEOPLEHOOD/JEWISH IDENTITY HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 800 EIGHTH STREET NW WASHINGTON DC 20001 521844823 501(C)(3) 1744000 CARING/PEOPLEHOOD/JEWISH IDENTITY HUC-JIR LOS ANGELES-RHEA HIRSCH SCHOOL EXPERIMENT IN CONGREGATIONAL 1 WEST 4TH STREET NEW YORK NY 10012 310537067 501(C)(3) 262000 JEWISH IDENTITY HUMAN SERVICES COUNCIL OF NEW YORK CITY 130 EAST 59TH STREET NEW YORK NY 10022 133620059 501(C)(3) 25000 CARING ISABELLA FREEDMAN JEWISH RETREAT CENTER 116 JOHNSON ROAD FALLS VILLAGE CT 06031 131623922 501(C)(3) 224000 PEOPLEHOOD/JEWISH IDENTITY JACOB PERLOW HOSPICE CORPORATIONCONTINUUM HOSPICE CARE 39 BROADWAY SUITE 200 NEW YORK NY 10006 133438643 501(C)(3) 50000 CARING JCY-WESTCHESTER COMMUNITY PARTNERS 600 NORTH BROADWAY YONKERS NY 10701 132624024 501(C)(3) 48000 CARING JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 15TH FLOOR 132 WEST 31ST STREET NEW YORK NY 10001 132620896 501(C)(3) 2708000 CARING/PEOPLEHOOD/JEWISH IDENTITY JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES INC 6TH FLOOR 135 WEST 50TH STREET NEW YORK NY 10020 135564937 501(C)(3) 7311000 CARING/PEOPLEHOOD/JEWISH IDENTITY JEWISH CHILD CARE ASSOCIATION OF NEW YORK 120 WALL STREET NEW YORK NY 10005 131624060 501(C)(3) 1104000 CARING/PEOPLEHOOD/JEWISH IDENTITY JEWISH COMMUNITY CENTER OF MID-WESTCHESTER 999 WILMOT ROAD SCARSDALE NY 10583 133617061 501(C)(3) 509000 CARING/PEOPLEHOOD/JEWISH IDENTITY JEWISH COMMUNITY CENTER OF STATEN ISLAND 1466 MANOR ROAD STATEN ISLAND NY 10314 135562256 501(C)(3) 858000 CARING/PEOPLEHOOD/JEWISH IDENTITY JEWISH COMMUNITY CENTER OF THE GREATER FIVE TOWNS 207 GROVE AVENUE CEDARHURST NY 11516 112546437 501(C)(3) 722000 CARING/PEOPLEHOOD/JEWISH IDENTITY JEWISH COMMUNITY CENTERS ASSOCIATION 520 EIGHTH AVENUE 4TH FLOOR NEW YORK NY 10018 135599486 501(C)(3) 10000 CARING/PEOPLEHOOD/JEWISH IDENTITY JEWISH COMMUNITY COUNCIL OF MOUNT VERNON C/O SINAI FREE SYNAGOGOUE 550 NORTH COLUMBUS AVENUE MOUNT VERNON NY 10552 136266783 501(C)(3) 6000 CARING JEWISH COMMUNITY RELATIONS COUNCIL OF NEW YORK INC SUITE 700 70 WEST 36TH NEW YORK NY 10018 132869041 501(C)(3) 1471000 CARING/PEOPLEHOOD/JEWISH IDENTITY JEWISH COUNCIL FOR PUBLIC AFFAIRS 116 EAST 27TH STREET 10TH FLOOR NEW YORK NY 10016 131624104 501(C)(3) 125000 PEOPLEHOOD JEWISH FEDERATIONS OF NORTH AMERICA - FOR BIRTHRIGHT ISRAEL SUITE 1700 25 BROADWAY NEW YORK NY 10004 131624240 501(C)(3) 1571000 JEWISH IDENTITY JEWISH FEDERATIONS OF NORTH AMERICA SUITE 1700 25 BROADWAY NEW YORK NY 10004 131624240 501(C)(3) 4899000 CARING/PEOPLEHOOD/JEWISH IDENTITY JEWISH FEDERATIONS OF NORTH AMERICA - FOR JAFI SUITE 1700 25 BROADWAY NEW YORK NY 10004 131624240 501(C)(3) 31620000 CARING/PEOPLEHOOD/JEWISH IDENTITY JEWISH FEDERATIONS OF NORTH AMERICA - FOR JDC SUITE 1700 25 BROADWAY NEW YORK NY 10004 131624240 501(C)(3) 13080000 CARING/JEWISH IDENTITY JEWISH FEDERATIONS OF NORTH AMERICA - FOR OVERSEASTARGETED GRANTS SUITE 1700 25 BROADWAY NEW YORK NY 10004 131624240 501(C)(3) 14288000 CARING/PEOPLEHOOD/JEWISH IDENTITYSEE PART IV - SUPPL INFO JEWISH FUNDS FOR JUSTICE 330 SEVENTH AVENUE SUITE 1902 NEW YORK NY 10001 521332694 501(C)(3) 100000 JEWISH IDENTITY JEWISH HOME LIFECARE 120 WEST 106TH STREET NEW YORK NY 10025 131624033 501(C)(3) 993000 CARING JEWISH THEOLOGICAL SEMINARY OF AMERICA 3080 BROADWAY NEW YORK NY 10027 130887640 501(C)(3) 872000 CARING/JEWISH IDENTITY JUMPSTART 2554 LINCOLN BLVD 650 VENICE CA 90291 262173175 501(C)(3) 20000 JEWISH IDENTITY KINGS BAY YM-YWHA 3495 NOSTRAND AVENUE BROOKLYN NY 11229 113068515 501(C)(3) 788000 728000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH IDENTITY MAIMONIDES MEDICAL CENTER 4802 TENTH AVENUE BROOKLYN NY 11219 111635081 501(C)(3) 200000 CARING MASSACHUSETTS GENERAL HOSPITAL THE SCHWARTZ CENTER 205 PORTLAND STREET BOSTON MA 02115 041564655 501(C)(3) 10000 CARING MATAN THE GIFT OF JEWISH LEARNING FOR EVERY CHILD 333 MAMARONECK AVENUE 342 WHITE PLAINS NY 10605 134174834 501(C)(3) 40000 CARING MECHON HADAR 190 AMSTERDAM AVENUE NEW YORK NY 10023 264412164 501(C)(3) 148000 JEWISH IDENTITY MEDICAL DEVELOPMENT FOR ISRAELSCHNEIDER CHILDREN'S MEDICAL CENTER 295 MADISON AVENUE SUITE 1705 NEW YORK NY 10017 133140298 501(C)(3) 50000 CARING MEMORIAL FOUNDATION ON JEWISH CULTURE 50 BROADWAY 34TH FLOOR NEW YORK NY 10004 136209691 501(C)(3) 15000 PEOPLEHOOD METROPOLITAN COUNCIL ON JEWISH POVERTY 80 MAIDEN LANE 21ST FLOOR NEW YORK NY 10038 132738818 501(C)(3) 6707000 CARING/PEOPLEHOOD/JEWISH IDENTITY METROPOLITAN JEWISH HEALTH SYSTEM 6323 SEVENTH AVENUE 3RD FLOOR BROOKLYN NY 11220 113538697 501(C)(3) 198000 CARING MID-ISLAND Y JEWISH COMMUNITY CENTER 45 MANETTO HILL ROAD PLAINVIEW NY 11803 111841899 501(C)(3) 503000 CARING/PEOPLEHOOD/JEWISH IDENTITY MONTEFIORE MEDICAL CENTER 111 EAST 210TH STREET BRONX NY 10467 131740114 501(C)(3) 152000 CARING MOSHOLU-MONTEFIORE COMMUNITY CENTER 3450 DEKALB AVENUE BRONX NY 10467 133622107 501(C)(3) 326000 216000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH IDENTITY MOUNT SINAI MEDICAL CENTER ONE GUSTAVE L LEVY PLACE NEW YORK NY 10029 131624096 501(C)(3) 295000 CARING/PEOPLEHOOD MUSEUM OF JEWISH HERITAGE A LIVING MEMORIAL TO THE HOLOCAUST 36 BATTERY PLACE NEW YORK NY 10280 133376265 501(C)(3) 13000 PEOPLEHOOD/JEWISH IDENTITY MUSIC FOR AUTISM 23 PINE HILL COURT BRIARCLIFF MANOR NY 10510 208858821 501(C)(3) 20000 CARING MY JEWISH LEARNING 377 5TH AVENUE 2ND FLOOR NEW YORK NY 10016 753121525 501(C)(3) 111000 JEWISH IDENTITY NATIONAL ASSOCIATION OF JEWISH CHAPLAINS 901 ROUTE 10 WHIPPANY NJ 07981 081288389 501(C)(3) 35000 CARING NEW TEACHER CENTER 725 FRONT STREET SUITE 400 SANTA CRUZ CA 95060 262427526 501(C)(3) 406000 JEWISH IDENTITY NEW YORK LEGAL ASSISTANCE GROUP 450 WEST 33RD STREET 11TH FLOOR NEW YORK NY 10001 133505428 501(C)(3) 1762000 CARING/PEOPLEHOOD/JEWISH IDENTITY NEW YORK SERVICE FOR THE HANDICAPPED CAMP OAKHURST 1140 BROADWAY ROOM 903 NEW YORK NY 10001 135674230 501(C)(3) 62000 CARING/PEOPLEHOOD NEW YORK UNIVERSITY MEDICAL CENTER SCHOOL OF MEDICINE 550 1ST AVENUE NEW YORK NY 10016 237268635 501(C)(3) 89000 CARING NEW YORK UNIVERSITY SCHOOL OF SOCIAL WORK ONE WASHINGTON SQUARE NORTH NEW YORK NY 10003 135562308 501(C)(3) 18000 CARING NORTH AMERICAN CONFERENCE ON ETHIOPIAN JEWRY-NEW YORK (NACOEJ) 132 NASSAU STREET SUITE 412 NEW YORK NY 10038 133187021 501(C)(3) 150000 PEOPLEHOOD NORTHEAST QUEENS JEWISH COMMUNITY COUNCIL 58-20 LITTLE NECK PARKWAY LITTLE NECK NY 11362 542144283 501(C)(3) 34000 CARING PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION 271-11 76TH AVENUE NEW HYDE PARK NY 11040 132631069 501(C)(3) 168000 CARING PARTNERSHIP FOR EXCELLENCE IN JEWISH EDUCATION INC 88 BROAD STREET 6TH FLOOR BOSTON MA 02110 043365815 501(C)(3) 314000 JEWISH IDENTITY PENN SOUTH SOCIAL SERVICES INC 290 NINTH AVENUE NEW YORK NY 10001 133413349 501(C)(3) 10000 CARING PROJECT INTERCHANGE 1156 15TH STREET NEW SUITE 1201 WASHINGTON DC 20005 135563393 501(C)(3) 60000 PEOPLEHOOD RAMAPO FOR CHILDREN PO BOX 266 RHINEBECK NY 12572 135600422 501(C)(3) 118000 CARING/PEOPLEHOOD REBOOT 264 NORTH PLEASANT STREET 2ND FLOOR FLOOR AMHERST MA 01002 571154844 501(C)(3) 10000 CARING REPAIR THE WORLD 555 8TH AVENUE SUITE 1703 NEW YORK NY 10018 364524686 501(C)(3) 300000 PEOPLEHOOD RICHARD G ROSENTHAL JCC OF NORTHERN WESTCHESTER 600 BEAR RIDGE ROAD PLEASANTVILLE NY 10570 133626607 501(C)(3) 451000 410000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH IDENTITY SAGE SENIOR ACTION IN A GAY ENVIRONMENT 305 SEVENTH AVENUE 6TH FLOOR NEW YORK NY 10001 132947657 501(C)(3) 50000 CARING SAMUEL FIELD YM&YWHA 58-20 LITTLE NECK PARKWAY LITTLE NECK NY 11362 113071518 501(C)(3) 1218000 2538000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH IDENTITY SARAH NEUMAN CENTER FOR HEALTHCARE AND REHABILITATION 845 PALMER AVENUE MAMARONECK NY 10543 133620568 501(C)(3) 40000 CARING SCHOLARS FOR PEACE IN THE MIDDLE EAST 8 FALCONS POINTE DRIVE CHICO CA 95928 421565640 501(C)(3) 100000 PEOPLEHOOD SELFHELP COMMUNITY SERVICES INC 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 131624178 501(C)(3) 1779000 CARING/PEOPLEHOOD/JEWISH IDENTITY SEPHARDIC COMMUNITY CENTER 1901 OCEAN PARKWAY BROOKLYN NY 11223 112567809 501(C)(3) 582000 CARING/PEOPLEHOOD/JEWISH IDENTITY SHOREFRONT YM-YWHA OF BRIGHTON-MANHATTAN BEACH INC 3300 CONEY ISLAND AVENUE BROOKLYN NY 11235 113070228 501(C)(3) 1134000 1659000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH IDENTITY SID JACOBSON-JEWISH COMMUNITY CENTER 300 FOREST DRIVE EAST HILLS NY 11548 111976051 501(C)(3) 890000 CARING/PEOPLEHOOD/JEWISH IDENTITY SINAI FREE SYNAGOGUE 550 NORTH COLUMBUS AVENUE MOUNT VERNON NY 10552 131802296 501(C)(3) 10000 CARING/PEOPLEHOOD/JEWISH IDENTITY SPARKS 1450 42ND STREET BROOKLYN NY 11219 260794276 501(C)(3) 22000 CARING SUFFOLK ASSOCIATION FOR JEWISH EDUCATIONAL SERVICES (SAJES) 777 LARKFIELD ROAD SUITE 118 COMMACK NY 11725 112614478 501(C)(3) 894000 CARING/JEWISH IDENTITY SURPRISE LAKE CAMP 307 7TH AVENUE SUITE 900 NEW YORK NY 10001 131623869 501(C)(3) 161000 PEOPLEHOOD/JEWISH IDENTITY TEMPLE BETH EL OF NORTHERN WESTCHESTER 220 SOUTH BEDFORD ROAD CHAPPAQUA NY 10514 131782491 501(C)(3) 14000 CARING/PEOPLEHOOD/JEWISH IDENTITY TEMPLE BETH TORAH 330 NORTH HIGHLAND AVENUE ROUTE 9W UPPER NYACK NY 10960 132876144 501(C)(3) 100000 JEWISH IDENTITY TEMPLE ISRAEL CENTER 280 OLD MAMARONECK ROAD WHITE PLAINS NY 10605 131740409 501(C)(3) 18000 CARING/PEOPLEHOOD/JEWISH IDENTITY THE BLUE CARD INC ROOM 1405 171 MADISON AVENUE NEW YORK NY 10016 131623910 501(C)(3) 31000 CARING THE COMMUNITY SYNAGOGUE OF RYE 200 FOREST AVENUE RYE NY 10580 131740225 501(C)(3) 6000 CARING/PEOPLEHOOD THE EDUCATIONAL ALLIANCE INC 197 EAST BROADWAY NEW YORK NY 100025598 135562210 501(C)(3) 1524000 2381000 APPRAISAL/FMV IMPUTED RENT AND INTEREST CARING/PEOPLEHOOD/JEWISH IDENTITY THE ISRAEL PROJECT NW SUITE 7600 2020 K STREET WASHINGTON DC 20006 371472882 501(C)(3) 100000 CARING THE JED FOUNDATION 220 5TH AVENUE 9TH FLOOR NEW YORK NY 10001 134131139 501(C)(3) 35000 CARING THE JEWISH COMMUNITY CENTER IN MANHATTAN 334 AMSTERDAM AVENUE AT 76TH STREET NEW YORK NY 10023 133490745 501(C)(3) 497000 CARING/PEOPLEHOOD/JEWISH IDENTITY THE JEWISH COMMUNITY CENTER ON THE HUDSON INC 371 SOUTH BROADWAY TARRYTOWN NY 10591 237229163 501(C)(3) 310000 CARING/PEOPLEHOOD/JEWISH IDENTITY THE NEW YORK BOARD OF RABBIS INC 36 EAST 39TH STREET 4TH FLOOR NEW YORK NY 10016 131809283 501(C)(3) 102000 PEOPLEHOOD THE NEW YORK COMMUNITY TRUST 909 3RD AVENUE 22ND FLOOR NEW YORK NY 10022 133062214 501(C)(3) 23000 PEOPLEHOOD THE NORTH SHORE - LIJ HEALTH SYSTEM 125 COMMUNITY DRIVE GREAT NECK NY 11021 112965575 501(C)(3) 150000 CARING THE SUFFOLK Y JEWISH COMMUNITY CENTER INC 74 HAUPPAUGE ROAD COMMACK NY 11725 112435521 501(C)(3) 638000 CARING/PEOPLEHOOD/JEWISH IDENTITY THE VILLAGE TEMPLE 33 EAST 12TH STREET NEW YORK NY 10003 131967326 501(C)(3) 13000 CARING TORAH UMESORAHTHE NATIONAL SOCIETY FOR HEBREW DAY SCHOOLS 38 MELNICK DRIVE MONSEY NY 10952 133752354 501(C)(3) 194000 JEWISH IDENTITY UNION FOR REFORM JUDAISM 633 3RD AVENUE NEW YORK NY 10017 131663143 501(C)(3) 145000 JEWISH IDENTITY UNITED HOSPITAL FUND 350 5TH AVENUE 23RD FLOOR NEW YORK VA 10118 131562656 501(C)(3) 100000 CARING UNITED JEWISH COUNCIL OF THE EAST SIDE INC 235 EAST BROADWAY NEW YORK NY 10002 132735378 501(C)(3) 43000 CARING USDAN CENTER FOR THE CREATIVE & PERFORMING ARTS 420 EAST 79TH STREET NEW YORK NY 10075 132792668 501(C)(3) 99000 754000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH IDENTITY WESTCHESTER DAY SCHOOL 856 ORIENTA AVENUE MAMARONECK NY 10543 132646183 501(C)(3) 30000 JEWISH IDENTITY WESTCHESTER JEWISH COMMUNITY SERVICES SUITE 2845 NORTH BROADWAY WHITE PLAINS NY 10603 131740071 501(C)(3) 2455000 CARING/PEOPLEHOOD/JEWISH IDENTITY WESTCHESTER JEWISH COUNCIL 701 WESTCHESTER AVENUE SUITE 203E WHITE PLAINS NY 10604 132856699 501(C)(3) 82000 PEOPLEHOOD/JEWISH IDENTITY WORLD ORT BOX 146 2152 RALPH AVENUE BROOKLYN NY 11234 061669917 501(C)(3) 32000 PEOPLEHOOD WORLD ZIONIST ORGANIZATION 633 3RD AVENUE 21ST FLOOR NEW YORK NY 10017 132686230 501(C)(3) 21000 PEOPLEHOOD WURZWEILER SCHOOL OF SOCIAL WORK YESHIVA UNIVERSITY 2495 AMSTERDAM AVENUE NEW YORK NY 10033 131624225 501(C)(3) 7000 CARING YEMENITE JEWISH FEDERATION OF AMERICA 1312 44TH STREET SUITE 236 BROOKLYN NY 11219 133765922 501(C)(3) 30000 PEOPLEHOOD YM & YWHA OF BORO PARK 4912 14TH AVENUE BROOKLYN NY 11219 111630917 501(C)(3) 379000 CARING/PEOPLEHOOD/JEWISH IDENTITY YM & YWHA OF WASHINGTON HEIGHTS & INWOOD 54 NAGLE AVENUE NEW YORK NY 10040 131635308 501(C)(3) 645000 CARING/PEOPLEHOOD/JEWISH IDENTITY 147 SCHOLARSHIPS 658 2440000 ISRAEL EXPERIENCE AWARDS - PROVIDES NEED AND MERIT BASED SCHOLARSHIPS FOR ISRAEL TRIPS FOR TEENS AND YOUNG ADULTS 264 269000 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: PROCEDURES FOR MONITORING THE USE OF DOMESTIC GRANT FUNDS: TARGETED GRANTS GENERALLY REQUIRE TWO ANNUAL REPORTS (A SIX-MONTH AND A FINAL REPORT). THE REPORTS INCLUDE NARRATIVE, STATISTICAL, AND ACCOUNTING COMPONENTS AND SERVE TO ENSURE THAT PROGRAMMATIC OBJECTIVES ARE APPROPRIATELY ATTAINED, AND THAT EXPENDITURES QUALIFY FOR REIMBURSEMENT UNDER THE GRANT. UJA-FEDERATION STAFF MEMBERS REVIEW THE REPORTS TO ENSURE APPROPRIATE USE OF THE FUNDS AND TO ASSESS IF GOALS WERE ACHIEVED. PAYMENTS ARE RELEASED TO THE GRANTEES ACCORDINGLY. (CONTINUED IN PART IV) SCHEDULE I, PART I, LINE 2, PROCEDURES FOR MONITORING THE USE OF DOMESTIC GRANT FUNDS (CONTINUED): UJA-FEDERATION ALSO PROVIDES CORE OPERATING SUPPORT (UNRESTRICTED) GRANTS TO ITS NETWORK AGENCIES. THE ORGANIZATION CONDUCTS A REGULAR, COMPREHENSIVE REVIEW OF THESE AGENCIES BASED UPON ALL FACETS OF THEIR OPERATIONS. Other Information: Part IV: SCHEDULE I-1, PART I, CONTINUATION OF GRANTS - JEWISH FEDERATIONS OF NORTH AMERICA: THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) IS THE UMBRELLA ORGANIZATION FOR DOMESTIC JEWISH FEDERATIONS AND IS THE PRINCIPAL VEHICLE THROUGH WHICH UJA-FEDERATION DISTRIBUTES FUNDS FOR OVERSEAS PROGRAM ACTIVITIES. DISTRIBUTIONS BY JFNA GO PRIMARILY TO THE JEWISH AGENCY FOR ISRAEL AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC. ORGANIZATIONS RECEIVING FUNDS FROM JFNA UTILIZE SUCH FUNDS FOR ACTIVITIES AND PROGRAMS THAT SUPPORT UJA-FEDERATION'S CHARITABLE PURPOSES. THE FOLLOWING IS A LISTING OF $14,288,000 OF OVERSEAS/TARGETED GRANTS MADE THROUGH JFNA. ALMA COLLEGE FOR HEBREW CULTURE - $13,000 AMCHA-NATIONAL ISRAELI CENTER FOR PSYCHOSOCIAL SUPPORT OF SURVIVORS - $267,000 ASHALIM-PLANNING & DEVELOPMENT OF SERVICES FOR CHILDREN & YOUTH - $173,000 ATID BAMIDBAR - $30,000 AVI HAYISHUV COMMUNITY RABBINICS PROGRAM - $24,000 BEIT MORASHA OF JERUSALEM - $30,000 BEIT MORIAH - $50,000 BEIT NATAN - WOMEN'S HEALTH RESOURCES & CANCER SUPPORT CENTER - $55,000 BEN GURION UNIVERSITY: ARNOW CENTER FOR BEDOUIN STUDIES - $28,000 BEN-GURION UNIVERSITY OF THE NEGEV - $306,000 BETH HATEFUSOTH, THE MUSEUM OF THE JEWISH DIASPORA - $40,000 BINA - $190,000 B'MAAGLEL TZEDEK - $50,000 B'RUACH - SPIRITUAL CARE AND TRAINING - $75,000 B'YACHAD - $24,000 CENTER FOR JEWISH-ARAB ECONOMIC DEVELOPMENT - $252,000 CHAIM SHEBA MEDICAL CENTER AT TEL HASHOMER - $35,000 CHIVRUTA - $50,000 COMMUNITY ADVOCACY - $197,000 E.L.E.M. - YOUTH IN DISTRESS IN ISRAEL - $25,000 EDUCATION AND SOCIAL PROJECT HAPOEL TEL AVIV - $25,000 ETHIOPIAN NATIONAL PROJECT (ENP) - $103,000 HAMIDRASHA - $59,000 HAVERUT - $45,000 HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION - JERUSALEM SCHOOL - $10,000 HEBREW UNIVERSITY OF JERUSALEM - $15,000 HOSPICE OF THE UPPER GALILEE - $40,000 ILAN - ISRAEL SPORT CENTER FOR THE DISABLED - $10,000 INSTITUTE FOR JEWISH STUDIES IN THE C.I.S. - $200,000 ISRAEL ASSOCIATION FOR ETHIOPIAN JEWS (IAEJ) - $25,000 ISRAEL RELIGIOUS ACTION CENTER - $50,000 ISRAEL TRAUMA COALITION - $40,000 ISRAEL VENTURE NETWORK - $33,000 ISRAELI ASSOCIATION FOR IMMIGRANT CHILDREN - $52,000 ITIM: THE JEWISH LIFE INFORMATION CENTER - $40,000 JERUSALEM OPEN HOUSE - $10,000 JEWISH FEDERATIONS OF NORTH AMERICA - $2,047,000 KAREV PROGRAM FOR EDUCATIONAL INVOLVEMENT - $62,000 KAV MASHVEH - $75,000 KAYE ACADEMIC COLLEGE OF EDUCATION - $25,000 KEREN KOBY MANDELL - $36,000 KESHER - $50,000 KIACH/ALLIANCE - MIMIZRACH SHEMESH, THE CENTER FOR JEWISH SOCIAL LEADER - $50,000 KOLDOR-GLOBAL NETWORK FOR JEWISH LEADERSHIP - $20,000 KOLOT - $45,000 LEKET ISRAEL - $57,000 LIMMUD BERLIN - $33,000 LIMMUD FSU - $47,000 MA'AGAN - THE JERUSALEM SUPPORT CENTER FOR THOSE AFFECTED BY CANCER - $30,000 MACCABIM ASSOCIATION - $10,000 MACHSHAVA TOVA - $79,000 MELABEV, COMMUNITY CLUBS FOR ELDERCARE - $60,000 MERCHAVIM - THE INSTITUE FOR THE ADVANCEMENT OF SHARED CITIZENSHIP - $100,000 NACHSHON - THE ISRAELI ACADEMY FOR LEADERSHIP - $45,000 NCJW RESEARCH INSTITUTE FOR INNOVATION IN EDUCATION - $159,000 NEGEV INSTITUTE FOR STRATEGIES OF PEACE AND DEVELOPMENT - NISPED - $111,000 NER L'ELISHEVA - $42,000 NEVE YERUSHALAYIM - $20,000 NISSAN NATIV ACTING STUDIO - JERUSALEM - $30,000 NORTH AMERICAN CONFERENCE ON ETHIOPIAN JEWRY (NACOEJ)-ISRAEL - $110,000 ORT ISRAEL - $366,000 PROJECT KESHER ISRAEL - $75,000 RAMBAM MEDICAL CENTER, HEALTH CARE CAMPUS - $35,000 RAMLA ARAB COMMUNITY CENTER - $53,000 RASHI FOUNDATION - $43,000 RE'EM-ASSOCIATION FOR THE ELDERLY OF THE MENASHE REGION - $26,000 RETORNO - $25,000 REUT INSTITUTE - $617,000 SARAH HERZOG HOSPITAL-EZRATH NASHIM - $30,000 SCHECTER RABBINICAL SEMINARY - $20,000 SHAARE ZEDEK MEDICAL CENTER, CANCER MEDICINE DEPARTMENT - $50,000 SIKKUY:THE ASSOCIATION FOR THE ADVANCEMENT OF CIVIC EQUALITY - $49,000 SOCIETY FOR THE PROTECTION OF NATURE IN ISRAEL - $28,000 TEBEKA:ADVOCACY FOR EQUALITY AND JUSTICE FOR ETHIOPIAN ISRAELIS - $40,000 TECH-CAREER - $75,000 THE ABRAHAM FUND - $50,000 THE ADERET PRE-MILITARY EDUCATIONAL PROGRAM - $20,000 THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC. (JDC) - $3,542,000 THE ASSOCIATION FOR THE PROMOTION OF BEDOUIN WOMEN'S EDUCATION - $31,000 THE ASSOCIATION OF THE ACADEMIC ARABS IN THE NEGEV (AHD) - $300,000 THE BENJAMIN CHILDREN'S LIBRARY - $43,000 THE CENTRE FOR EDUCATIONAL TECHNOLOGY (C.E.T.) - $30,000 THE ETGARIM ASSOCIATION - $82,000 THE ISRAEL ASSOCIATION OF COMMUNITY CENTERS, LTD. - $50,000 THE ISRAEL MOVEMENT FOR PROGRESSIVE JUDAISM - $22,000 THE JEWISH AGENCY FOR ISRAEL (JAFI) - $1,081,000 THE JOINT COUNCIL OF PRE-ARMY LEADERSHIP DEVELOPMENT PROGRAMS - $70,000 THE ORDE C. WINGATE CHILDREN'S VILLAGE - YEMIN ORDE - $36,000 THE TALI EDUCATION FUND OF THE SEMINARY OF JUDAIC STUDIES - $63,000 THE YAACOV HERZOG CENTER FOR JEWISH STUDIES - $50,000 TISHKOFET - $200,000 TMURA: THE ISRAEL PUBLIC SERVICE VENTURE FUND - $275,000 TSOFEN HIGH TECHNOLOGY CENTERS - $55,000 TZEINIM BONIM ATID-TZEVA - $25,000 TZOHAR - $40,000 UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM - $33,000 UNIVERSITY OF HAIFA - $35,000 UPPER GALILEE LEADERSHIP INSTITUTE - $25,000 VAN LEER JERUSALEM INSTITUTE - $85,000 YAD RACHEL - $50,000 YAD RIVA - LEGAL REPRESENTATION FOR THE ELDERLY - $75,000 YEDID - THE ASSOCIATION FOR COMMUNITY EMPOWERMENT - $138,000 YEDIDIM FOR YOUTH AND SOCIETY - $95,000 YERUSHALMIM - $75,000 YESOD: THE CENTER FOR JEWISH UNITY - $6,000 YITZCHAK RABIN LEADERSHIP DEVELOPMENT PROGRAM (MECHINAH) - $60,000 X X X X X X 1 1 0 0 0 0 0 0 0 JOHN S RUSKAY 448000 0 0 0 14000 0 60000 0 34000 0 556000 0 0 0 IRVIN A ROSENTHAL 317000 0 0 0 3000 0 26000 0 28000 0 374000 0 0 0 ELLEN ZIMMERMAN 249000 0 0 0 1000 0 17000 0 31000 0 298000 0 0 0 PAUL KANE 287000 0 0 0 10000 0 53000 0 33000 0 383000 0 0 0 STUART TAUBER 270000 0 0 0 2000 0 22000 0 29000 0 323000 0 0 0 LOUISE GREILSHEIMER 256000 0 0 0 16000 0 42000 0 33000 0 347000 0 0 0 ALISA RUBIN KURSHAN 263000 0 0 0 1000 0 13000 0 24000 0 301000 0 0 0 GAIL REISS 247000 0 0 0 2000 0 35000 0 28000 0 312000 0 0 0 LAWRENCE SWILLING 225000 0 0 0 2000 0 16000 0 14000 0 257000 0 0 0 ROBERT DINATALE 111000 0 0 0 102000 0 0 0 12000 0 225000 0 0 0 WILLIAM SAMERS 211000 0 0 0 1000 0 3000 0 35000 0 250000 0 0 0 ARON GRODINSKY 201000 0 0 0 0 0 5000 0 27000 0 233000 0 0 0 Part I, Line 4a ROBERT DINATALE - SEVERANCE $97,000 PART I, LINE 4B: SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PARTICIPATION- EMPLOYEES MUST REMAIN IN THE EMPLOY OF UJA-FEDERATION UNTIL AGE 65 TO REALIZE THE FOLLOWING BENEFITS ACCRUED DURING THE PERIOD JULY 1, 2009 - JUNE 30, 2010: JOHN S. RUSKAY - $17,000 IRVIN A. ROSENTHAL - $6,000 PAUL KANE - $9,000 STUART TAUBER - $3,000 LOUISE GREILSHEIMER - $10,000 GAIL REISS - $5,000 LAWRENCE SWILLING - $1,000 ARON GRODINSKY - $3,000 NYC INDUSTRIAL DEVELOPMENT AGENCY 132906040 64971CX74 2004-06-17 67998000 FACILITY RENOVATION 0 0 70393000 1704000 68689000 2006 0 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 1 JP MORGAN CHASE 7.000000000000 1 AIG 2.300000000000 1 0 0 ERNEST W MICHEL SPOUSE-FORMER DIR 90000 SEE SCH. O 0 THE JEWISH WEEK COMMON DIR B. GOLD 291000 PRINT MEDIA 0 STEEL PARTNERS COMMON DIR ANTIGNAS 7233000 SEE SCH. O 0 X 394 4750000 SELLING PRICE X 1 17000000 FAIR VALUE (APPRAISAL) X 1 178000 SELLING PRICE X ISRAEL BONDS 35 2590000 FACE VALUE 0 1 1 Method for Determining Number of Contributors: Part I, Column (b): LINES 9,10,15 AND 25: REPRESENTS NUMBER OF GIFTS RECEIVED. Third Party Use: Part I, Line 32b: PART I: THE ORGANIZATION UTILIZES INDEPENDENT BROKERS TO SELL SECURITIES CONTRIBUTED TO THE ORGANIZATION. Form 990, Part VI, Section A, line 2 FAMILY AND BUSINESS RELATIONSHIPS AMONG OFFICERS, DIRECTORS AND KEY EMPLOYEES: GENE RACHMANSKY, EXEC. COMM. AT LARGE/DIRECTOR AND ANNA RACHMANSKY, DIRECTOR - FAMILY RELATIONSHIP HARRIET G. SINGER, DIRECTOR AND SCOTT SINGER, DIRECTOR - FAMILY RELATIONSHIP STEPHEN J. GIRSKY, EXEC. COMM. AT LARGE/DIRECTOR AND LAURIE GIRSKY, DIRECTOR - FAMILY RELATIONSHIP PHILIP SCHATTEN, DIRECTOR AND CHERYL FISHBEIN, DIRECTOR - FAMILY RELATIONSHIP AMY VERSCHLEISER, DIRECTOR AND JEFFREY VERSCHLEISER, DIRECTOR - FAMILY RELATIONSHIP JOEL BECKMAN, DIRECTOR AND SHARI L. BECKMAN, DIRECTOR - FAMILY RELATIONSHIP STEPHEN R. REINER, DIRECTOR AND PHILIP SHCATTEN, DIRECTOR - BUSINESS RELATIONSHIP ROGER W. EINIGER, TREASURER/DIRECTOR AND JOSHUA NASH, DIRECTOR - BUSINESS RELATIONSHIP DAVID SILVERS, DIRECTOR AND HOWARD P. MILSTEIN, CAMPAIGN CHAIR/DIRECTOR - BUSINESS RELATIONSHIP DAVID SILVERS, DIRECTOR AND WILLIAM L. MACK, DIRECTOR - BUSINESS RELATIONSHIP WILLIAM L. MACK, DIRECTOR AND ALAN S. BERNIKOW, DIRECTOR - BUSINESS RELATIONSHIP Form 990, Part VI, Section B, line 11 DESCRIPTION OF PROCESS FOR REVIEW OF FORM 990: INITIALLY, FORM 990 IS REVIEWED WITH AND APPROVED BY THE AUDIT COMMITTEE OF THE BOARD. UPON SUCH APPROVAL, THE DRAFT DOCUMENT IS DISTRIBUTED TO, REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. AFTER OBTAINING EXECUTIVE COMMITTEE APPROVAL, FORM 990 IS MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE TO THE BOARD OF DIRECTORS VIA NOTIFICATION TO ALL BOARD MEMBERS. Form 990, Part VI, Section B, line 12c UJA-FEDERATION'S STANDARDS & CONFLICTS COMMITTEE MONITORS AND ENFORCES COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. IN ADDITION, UJA-FEDERATION'S ETHICAL GUIDELINES OUTLINE PROCEDURES FOR ENFORCEMENT IN INSTANCES WHERE CONFLICTS OF INTEREST EXIST. Form 990, Part VI, Section B, line 15 PURSUANT TO ITS BYLAWS, UJA-FEDERATION HAS A COMPENSATION COMMITTEE, COMPOSED OF INDEPENDENT OFFICERS OF THE ORGANIZATION. THE COMMITTEE REVIEWS AND APPROVES THE COMPENSATION OF THE MOST HIGHLY COMPENSATED EXECUTIVES OF UJA-FEDERATION. THE COMPENSATION COMMITTEE RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE COMPARABILITY DATA FOR ITS CONSIDERATION IN ORDER TO DEMONSTRATE THE REASONABLENESS OF THE RECOMMENDED COMPENSATION FOR THE SENIOR EXECUTIVES OF UJA-FEDERATION. THE DELIBERATIONS OF THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY RECORDED IN MINUTES OF THE COMMITTEE; THOSE MINUTES ARE CIRCULATED TO THE COMMITTEE MEMBERS, AND APPROVED BY A VOTE OF THE MEMBERS OF THE COMPENSATION COMMITTEE. Form 990, Part VI, Section C, line 19 Form 990, Part VI, Section C, Line 19: UJA-FEDERATION'S CONFLICT OF INTEREST POLICY, ETHICAL GUIDELINES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON ITS WEBSITE AND BY REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. SCHEDULE K, PART II, LINE 1 TOTAL PROCEEDS INCLUDE $2,395,000 OF INVESTMENT EARNINGS IN ADDITION TO THE ISSUE PRICE OF $67,998,000 REPORTED ON FORM 8038. SCHEDULE K, PART IV, LINE 2: IN JUNE 2004, THE NEW YORK CITY INDUSTRIAL DEVELOPMENT AGENCY ISSUED CIVIC FACILITY REVENUE BONDS (THE BONDS) ON BEHALF OF UJA-FEDERATION IN THE AMOUNT OF $66,830,000 AT PAR. THE BONDS SOLD AT A PREMIUM OF $1,168,000 FOR A TOTAL ISSUE PRICE OF $67,998,000. THE BONDS WERE ISSED IN TWO SERIES: AN AGGREGATE PRINCIPAL AMOUNT OF $41,830,000 (COMPRISED OF $32,940,000 OF FIXED RATE SERIAL BONDS AND $8,890,000 OF FIXED RATE TERM BONDS) AND VARIABLE RATE BONDS IN THE AGGREGATE PRINCIPAL AMOUNT OF $25,000,000. SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: ERNEST W. MICHEL - PURSUANT TO A SUPPLEMENTAL RETIREMENT AGREEMENT ENTERED INTO PRIOR TO HIS RETIREMENT IN 1989 AS EXECUTIVE VICE PRESIDENT AND CEO, MR. MICHEL IS ENTITLED TO RECEIVE AN ANNUAL BENEFIT OF $36,000. MR. MICHEL CURRENTLY PERFORMS SERVICES FOR UJA-FEDERATION AND RECEIVES ANNUAL COMPENSATION OF $54,000. SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: STEEL PARTNERS - THE TRANSACTION PERTAINED TO UJA-FEDERATION'S REDEMPTION OF ITS INVESTMENT IN STEEL PARTNERS OFFSHORE FUND LTD. (STEEL PARTNERS). THE INDEPENDENT INVESTMENT COMMITTEE OF UJA-FEDERATION APPROVES ALL INVESTMENT ADDITIONS AND REDEMPTIONS OF THE ORGANIZATION. FORM 990, PART VII, COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES - SECTION A, COLUMN B - AVERAGE HOURS PER WEEK: LAY LEADERSHIP DEVOTES A SIGNIFICANT AMOUNT OF TIME TO THE AFFAIRS OF UJA-FEDERATION. AS THE ORGANIZATION DOES NOT MAINTAIN A SYSTEM FOR TRACKING VARIOUS HOURS WORKED BY THESE NON-COMPENSATED INDIVIDUALS, NO AVERAGE HOURS PER WEEK WERE INDICATED FOR THESE LISTED DIRECTORS AND/OR OFFICERS. FOR COMPENSATED PROFESSIONAL STAFF LISTED AS OFFICERS, KEY EMPLOYEES, OR HIGHEST COMPENSATED EMPLOYEES, AVERAGE HOURS PER WEEK WERE BASED UPON THE ORGANIZATION'S STANDARD OF 35 HOURS PER WEEK FOR PAYROLL REPORTING PURPOSES. THESE INDIVIDUALS ARE SALARIED EMPLOYEES AND ARE NOT REQUIRED TO MAINTAIN OR SUBMIT TIME SHEETS, ALTHOUGH ALL OF THEM IN FACT WORK IN EXCESS OF 35 HOURS PER WEEK. FORM 990, PART VI, SECTION A, LINE 9 PAUL KANE 3 STONE DR WESTPORT, CT 06880 LOUISE GREILSHEIMER 1111 PARK AVENUE NEW YORK, NY 10128 UJA-FED PROPERTIES INC 130 EAST 59TH STREET NEW YORK NY 10022 134043266 REAL ESTATE HOLDING COMPANY NY 501(C)(2) U F PROPERTY CORP 130 EAST 59TH STREET NEW YORK NY 10022 510188274 REAL ESTATE HOLDING COMPANY NY 501(C)(2) FEDERATION THRIFT SHOP INC 130 EAST 59TH STREET NEW YORK NY 10022 132854418 PUBLIC CHARITY NY 501(C)(3) SCHEDULE A, LINE 9 JEWISH COMMUNAL FUND 575 MADISON AVENUE NEW YORK NY 10022 237174183 PUBLIC CHARITY NY 501(C)(3) SCHEDULE A, LINE 7 THE CAROLINE AND JOSEPH S GRUSS LIFE MONUMENT FUNDS INC 45 BROADWAY SUITE 3050 NEW YORK NY 10006 133573461 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11b BLAU FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133386869 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE DANIEL AND THALIA FEDERBUSH SUPPORTING FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133386873 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE JEREMIAH KAPLAN FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133386871 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a SAUL & IRIS KATZ FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133652757 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a LEVY FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133499576 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a CHUCK GOLDMAN FAMILY SUPPORTING FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133458302 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE LOIS CONWAY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133797216 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE ELEANOR ADAM AND MEL DUBIN FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133863354 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a MARILYN FRIEDSON FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133801041 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE SIDNEY & MIRIAM LOEWY FRIEND FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133801851 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE WILLIAM AND ELEANOR GREENBLATT FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133792270 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a GURWIN FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133740545 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE JOAN AND JEROME JAKUBOVITZ FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133797217 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE LINDENBAUM FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133810759 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE DORIS AND ISAAC MOINESTER FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133797662 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE OSTROVER FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133707176 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE RICHARD C & LISA N PERRY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133864962 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE PJ FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133864963 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE SELTZER FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133799971 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE SOLOMON FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133852165 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE SHELBY M TAUBER SUPPORTING FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133826269 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a ANONYMOUS WAS A WOMAN FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133918056 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a JOEL & ORA BENTON MONROE BENTON MEMORIAL FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133927715 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a MARC & HARRIET SUVALL FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133978407 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a LEVINENAGOR FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133925666 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a CASLOW FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 134008908 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE FRIDSON FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 134082250 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE BUNIM FUND 130 EAST 59TH STREET NEW YORK NY 10022 134091263 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a MI HAAS SUPPORTING FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 134091502 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE FREDMAN LICHTENSTEIN FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 134131687 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a KROLL KIDS FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 800005380 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a FLEISCHER FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 030433540 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a PORGES FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 542083408 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE ERIC & TAMAR GOLDSTEIN FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 161647204 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE TAMEAD FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 562305424 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a WANDERER FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 593814958 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a ACKMAN FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 562589000 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a ZIFF HERITAGE FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 510599051 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a LUBLINER FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 510609668 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE BARON DE HIRSCH FUND 130 EAST 59TH STREET NEW YORK NY 10022 135562971 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a DOROTHY F RODGERS FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133504531 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a AVERICK FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 134033807 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE TAUSCH FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 134119733 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE STEVENS FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 134132923 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a THE L AVERICK FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 010708923 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11a 225 FOURTH COMPANY HOLDING LLC 130 EAST 59TH STREET NEW YORK NY 10022 133935925 REAL ESTATE NY UNRELATED 30000 111000 0 1 NETWORK ADVANTAGE INSURANCE LTD 44 CHURCH STREET HAMILTON BERMUDA BD HM12 777777777 CAPTIVE INSURANCE COMPANY BD C 8477000 28590000 1.00000 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 THE CAROLINE & JOSEPH S GRUSS LIFE MONUMENT FUNDS INC B 2521000 JEWISH COMMUNAL FUND C 12948000 JOEL & ORA BENTON MONROE BENTON MEMORIAL FOUNDATION C 1316000 THE RICHARD C & LISA N PERRY FOUNDATION C 100000 THE ERIC & TAMAR GOLDSTEIN FOUNDATION C 63000 KROLL KIDS FOUNDSATION C 55000 JEWISH COMMUNAL FUND P 1771000 UJA-FED PROPERTIES INC Q 881000 U F PROPERTY CORP R 555000