2015-08-18T16:21:53-05:00 2014-12-31 135565207 KPMG LLP 345 PARK AVENUE NEW YORK NY 101540102 990 2014-01-01 135563393 AMERICAN JEWISH COMMITTEE AMER 2127514000 165 EAST 56TH STREET NEW YORK NY 100222709 Richard Hyne CFO 2015-08-13 true Devin L Duncan P01249521 2127589700 2014 2016-02-25 16:41:14Z DAVID A HARRIS 165 EAST 56TH STREET NEW YORK NY 100222709 57530985 false X WWW.AJC.ORG X 1906 NY AJC's mission is to enhance the wellbeing of the jewish people and israel, and to advance human rights and democratic values in the United States and around the world. 25 24 288 1856 47478 0 51994897 48355580 405 3745 2652739 4610697 1051690 1812651 55699731 54782673 285024 670811 0 0 26621130 27276908 273407 393766 7154458 16380257 17868374 43559818 46209859 12139913 8572814 156195599 164079450 32727052 43050687 123468547 121028763 AJC's mission is to enhance the wellbeing of the Jewish people and Israel, and to advance human rights and democratic values in the United States and around the world. ADDITIONAL INFORMATION ON AJC'S MISSION IS AVAILABLE IN AJC'S ANNUAL REPORT, WHICH CAN BE FOUND ON AJC'S WEBSITE. false false 14042419 419587 3745 INTERNATIONAL RELATIONS: AJC IS THE GLOBAL JEWISH ADVOCACY ORGANIZATION, WITH UNPARALLELED ACCESS TO DIPLOMATS, GOVERNMENT OFFICIALS, AND RELIGIOUS LEADERS AROUND THE WORLD IN ORDER TO AFFECT PUBLIC POLICIES OF CONCERN TO THE JEWISH PEOPLE. AJC MAINTAINS INTERNATIONAL INSTITUTES THAT COORDINATE ITS ADVOCACY THROUGHOUT THE WORLD, INCLUDING AFRICA, EUROPE, LATIN AMERICA AND ASIA. INSTITUTE AND INTERNATIONAL PROFESSIONALS ARE EXPERTS IN THEIR FIELDS AND WORK ACROSS NATIONAL BOUNDARIES WITH ELECTED OFFICIALS, DIPLOMATS AND OTHER SECTORS. INSTITUTE AND INTERNATIONAL OFFICE PROFESSIONALS ALSO BUILD COALITIONS WITH FAITH, COMMUNITY AND OPINION LEADERS TO PROMOTE GREATER UNDERSTANDING AND DIALOGUE, BOTH IN THE COUNTRIES IN WHICH THEY WORK TO NEARBY COUNTRIES, THROUGH EXCHANGE PROGRAMS, AND THROUGH THEIR COORDINATION OF SUCH PROGRAMS AS AJC'S PROJECT INTERCHANGE (EDUCATIONAL SEMINARS IN ISRAEL). THESE ACTIVITIES INCLUDE: (1) EU - HEZBOLLAH CAMPAIGN: AJC PLAYED A KEY ROLE IN THE EUROPEAN UNION'S UNANIMOUS 2014 DECISION TO DESIGNATE THE "MILITARY WING" OF HEZBOLLAH A TERRORIST ORGANIZATION. THE DESIGNATION WILL HINDER THE GROUP'S ABILITY TO RAISE FUNDS, RECRUIT MEMBERS AND TRANSPORT OPERATIVES ACROSS THE CONTINENT. AFTER HEZBOLLAH BOMBED A BUS OF ISRAELI TOURISTS IN JULY 2012 IN BULGARIA, AJC DREW UPON ITS GLOBAL RESOURCES TO URGE THE EU TO ACT. AJC MOBILIZED ITS OFFICES WORLDWIDE AND, IN SCORES OF MEETINGS AND THROUGH GLOBAL MEDIA OUTLETS, BROUGHT THE ISSUE TO THE ATTENTION OF EUROPEAN LEADERS AND THE U.S. GOVERNMENT. (2) IRANIAN NUCLEAR THREAT: FOR MORE THAN 15 YEARS, IN ALMOST EVERY DIPLOMATIC AND FEDERAL GOVERNMENTAL ENCOUNTER ACROSS THE UNITED STATES AND AROUND THE GLOBE, AJC HAS WARNED OF THE PERILS POSED BY AN IRAN WITH NUCLEAR WEAPONS CAPABILITY. AJC SUPPORTS A DIPLOMATIC RESOLUTION TO IRAN'S NUCLEAR WEAPONS QUEST, AND APPLAUDS EFFORTS BY THE UNITED STATES AND OTHER NATIONS TO NEGOTIATE A SATISFACTORY DEAL. AT THE SAME TIME, AJC BACKS THE PREPARATION OF INTENSIFIED ECONOMIC SANCTIONS TO PUSH IRANIAN LEADERS TO MEET THEIR INTERNATIONAL OBLIGATIONS. (3) IN THE SUMMER OF 2014, AS EUROPEAN PROTESTS AGAINST ISRAEL'S ACTIONS IN GAZA TURNED VIOLENTLY ANTI-SEMITIC, AJC'S OFFICES IN BERLIN, PARIS, AND ROME HELPED COORDINATE AN UNPRECEDENTED STATEMENT BY THE FOREIGN MINISTERS OF FRANCE, GERMANY, AND ITALY THAT UNEQUIVOCALLY CONDEMNED ALL EXPRESSIONS OF ANTI-SEMITISM. THE STATEMENT READ, IN PART: "ANTI-SEMITIC RHETORIC AND HOSTILITY TOWARDS JEWS, ATTACKS ON PEOPLE OF THE JEWISH FAITH OR SYNAGOGUES HAVE NO PLACE IN OUR SOCIETIES. NOTHING, NOT EVEN THE DRAMATIC MILITARY CONFRONTATION IN GAZA, CAN JUSTIFY SUCH ACTS HERE IN EUROPE." 13426274 148775 REGIONAL OFFICES AND LOCAL ADVOCACY: AJC MAINTAINS MORE THAN 20 REGIONAL OFFICES THROUGHOUT THE U.S. THE OFFICES ESTABLISH KEY RELATIONSHIPS WITH PUBLIC OFFICIALS, CONGRESSIONAL REPRESENTATIVES AND LOCAL REPRESENTATIVES OF FOREIGN AND LOCAL GOVERNMENTS, INTER-RELIGIOUS AND INTER-GROUP ORGANIZATIONS IN ORDER TO BUILD BRIDGES AND CREATE DIVERSE COALITIONS AND MOBILIZE THE JEWISH COMMUNITY ON AJC'S PRIORITY ISSUES. IN 2014, THESE ISSUES INCLUDE: COMBATTING IRAN'S NUCLEAR AMBITIONS, AFFIRMING ISRAEL'S PLACE IN THE WORLD, AND GLOBAL ANTI-SEMITISM. 3070105 27517 STRATEGIC COMMUNICATIONS AND PUBLIC RELATIONS: ANOTHER KEY TO AJC'S RELENTLESS OUTREACH: MULTI-PLATFORM, MULTI-LINGUAL MEDIA EFFORTS. USING A RANGE OF TRADITIONAL AND NEW MEDIA TOOLS, AJC COMMUNICATES NATIONALLY AND GLOBALLY ITS ANALYSIS OF KEY POLITICAL EVENTS, OPPOSITION TO ANTI-SEMITISM, SUPPORT FOR ISRAEL AND THE JEWISH PEOPLE, AND NEED TO PREVENT A NUCLEAR IRAN. ONE MARKER OF AJC'S PIONEERING MULTIMEDIA EFFORTS IS OUR SOCIAL MEDIA OUTREACH. THIS ASPECT OF OUR PUBLIC RELATIONS CAMPAIGN CONTINUES TO GROW IN IMPORTANCE - WITH MORE THAN 160,000 FACEBOOK FOLLOWERS AND A TOTAL OF 105,000 FOLLOWERS ACROSS OUR TWITTER ACCOUNTS IN FOUR LANGUAGES. AJC STRIVES TO CONVERT OUR SOCIAL MEDIA FOLLOWERS AND EMAIL CONSTITUENTS INTO ACTIVE ADVOCATES. AJC'S ONLINE ACTION CENTER ALLOWS INDIVIDUALS TO CONTACT ELECTED OFFICIALS REGARDING PENDING POLICY MATTERS (E.G., SUPPORT FOR A HOUSE RESOLUTION TO CONDEMN AND COUNTER THE RISE OF ANTI-SEMITISM IN EUROPE OR TO ADVOCATE INCREASED FUNDING FOR THE LIFE-SAVING IRON DOME MISSILE DEFENSE SYSTEM) OR SIGN ON TO AN AJC LETTER OR PETITION. THOUSANDS OF INDIVIDUALS TAKE ACTION WITH AJC ONLINE EACH MONTH. OTHER COMMUNICATION TOOLS AJC EMPLOYS INCLUDE PRESS RELEASES, OP-EDS IN NATIONAL AND INTERNATIONAL MEDIA, AJC STAFF EXPERTS' BLOGS AND ARTICLES PUBLISHED IN MAJOR MEDIA OUTLETS AND ONLINE, AS WELL AS OUR EXECUTIVE DIRECTOR'S REGULAR WEEKLY COMMENTARY ON THE NATIONAL CBS RADIO NETWORK, WHICH REACHES MILLIONS OF LISTENERS. DURING THE SUMMER AND FALL OF 2014, AMID THE WAR BETWEEN ISRAEL AND HAMAS IN GAZA AND A SURGE IN ANTI-SEMITIC ACTIVITIES IN EUROPE, MORE THAN 50 OP-EDS, INTERVIEWS, AND LETTERS BY AJC OFFICIALS WERE FEATURED IN MAJOR PUBLICATIONS, INCLUDING THE WALL STREET JOURNAL, EL PAIS, SUDDEUTSCHE ZEITUNG, THE HILL, THE BOSTON GLOBE, THE CHICAGO SUN TIMES, AND THE MIAMI HERALD. AJC EXPERTS ALSO APPEARED ON CNN, BBC, AND FOX, TO NAME JUST A FEW OUTLETS. 4343774 74932 1082808 AJC'S 2014 PROGRAMMATIC ACTIVITIES INCLUDE: (1) NATIONAL POLICY: AJC ADVOCATES AT THE NATIONAL LEVEL ON LEGISLATIVE AND LEGAL ISSUES THAT AFFECT AJC'S ANNUAL PRIORITIES. ADVOCACY ACTIVITIES IN THE U.S. INCLUDE: MEETINGS WITH MEMBERS OF CONGRESS AND LOCAL OFFICIALS, FORMAL COMMENTS ON PENDING LEGISLATION, FILING OF "AMICUS CURIAE" BRIEFS IN LITIGATION, COALITION BUILDING WITH COMMUNITY AND OPINION LEADERS, WRITING OP-EDS, AND CREATING ONLINE PETITIONS. (2) INTERRELIGIOUS AND INTERGROUP RELATIONS: AJC BUILDS COALITIONS WITH LIKE-MINDED PARTNERS TO ADVANCE SHARED INTERESTS AND VALUES. THIS INCLUDES ADVOCATING, TOGETHER WITH INTERESTED PARTNERS, AGAINST ANTI-SEMITISM AND EXTREMISM, AND FOR THE WELLBEING OF THE JEWISH PEOPLE AND THE STATE OF ISRAEL (E.G., COMBATINGPROPOSALS TO BOYCOTT ISRAEL). (3) CONTEMPORARY JEWISH LIFE: AJC STRIVES TO STRENGTHEN JEWISH CONTINUITY AND, AS PART OF THAT, TO DEEPEN TIES BETWEEN JEWS IN THE DIASPORA AND THE PEOPLE AND STATE OF ISRAEL. 4343774 74932 1082808 34882572 true true false true false false false false true true true false false true true false true false true true true false true true false false true false true false false false false false false false false true false false false false true true true true false true 140 0 true 288 true true true true BE GM IS false false false true true false false false false X 25 24 false false false false true true true true true false true true true true true true true true true true false AL AK AZ AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X DANIEL GOLDWATER CONTROLLER 2128911473 165 EAST 56TH STREET NEW YORK NY 100222709 DAVID HARRIS EXECUTIVE DIRECTOR 60.00 0.01 X X 1085393 0 369565 STANLEY BERGMAN PRESIDENT 20.00 0.01 X X 0 0 0 RICHARD L BERKMAN CHAIR, BOARD OF GOVERNORS 10.00 0.00 X X 0 0 0 NED DUBILO TREASURER/SECRETARY 10.00 0.00 X X 0 0 0 HENRY DUBINSKY CHAIR, AUDIT COMMITTEE 5.00 0.00 X X 0 0 0 MARVIN ISRAELOW CHAIR PROGRAM COORD CMTTEE 5.00 0.00 X X 0 0 0 SUZANNE DENBO JAFFE ASST TREASURER/CHAIR BUDGET 5.00 0.00 X X 0 0 0 ALAN MELAMED CHAIR, MARKETING & COMMUNICATIONS 5.00 0.00 X X 0 0 0 KIM PIMLEY CHAIR, LEADERSHIP DEVELOPMENT 5.00 0.00 X X 0 0 0 JOHN M SHAPIRO CHAIR, BOARD OF TRUSTEES 5.00 0.01 X X 0 0 0 MICHAEL TICHNOR CHAIR, REGIONAL OFFICES 5.00 0.00 X X 0 0 0 ROY J ZUCKERBERG ASST CHAIR, BOARD OF TRUSTEES 3.00 0.01 X X 0 0 0 RENE PIERRE AZRIA EC MEMBER 2.00 0.00 X 0 0 0 ROBERTA BARUCH EC MEMBER 2.00 0.00 X 0 0 0 MATTHEW BRONFMAN EC MEMBER 2.00 0.00 X 0 0 0 MICHAEL GOULD EC MEMBER 2.00 0.01 X 0 0 0 CAROL GOWN CHAIR, NATIONAL POLICY 5.00 0.00 X 0 0 0 DAVID INLANDER CHAIR, INTERRELIGIOUS AFFAIRS 5.00 0.00 X 0 0 0 MARTIN KRALL CHAIR, RISK OVERSIGHT COMMITTEE 5.00 0.00 X 0 0 0 KENNETH R LEVINE EC MEMBER 2.00 0.00 X 0 0 0 LINDA MIRELS EC MEMBER 2.00 0.00 X 0 0 0 JOEL R MOGY CHAIR, GOVERNANCE COMMITTEE 5.00 0.01 X 0 0 0 ALLAN J REICH CHAIR, INTL RELATIONS 5.00 0.00 X 0 0 0 HARRIET SCHLEIFER EC MEMBER 2.00 0.00 X 0 0 0 DOV S ZAKHEIM CHAIR, CONTEMP JEWISH LIFE 5.00 0.00 X 0 0 0 VICTORIA SCHONFELD CHIEF OPERATING OFFICER 50.00 0.01 X 335204 0 22390 RICK HYNE CHIEF FINANCIAL OFFICER 45.00 0.01 X 252281 0 35905 JULIE SCHAIR DIR OF RESOURCE DEVELOPMENT 45.00 0.01 X 248938 0 41805 JANET BECKER DIR, STRATEGIC IMPLEMENTATION & HR 45.00 0.00 X 235731 0 36289 JASON ISAACSON ASSISTANT EXEC DIR/DIR, OGIA 45.00 0.00 X 233670 0 36373 STEVEN BAYME DIR, CONTEMPORARY JEWISH LIFE 40.00 0.00 X 226926 0 31610 MARC D STERN GENERAL COUNSEL 45.00 0.01 X 186660 0 37729 DANIEL ELBAUM ASST EXECUTIVE DIR FOR REGIONAL OFFICES 45.00 0.00 X 199234 0 8473 Rabbi David Rosen International Director of Interreligious Affairs 40.00 0.00 X 216612 0 31769 LISA HOFF NAT'L DIRECTOR, DIRECT MAIL & MEMBERSHIP THRU JUNE 23, 2014 40.00 0.00 X 226570 0 13682 ROBERT LEIKIND Regional Director, AJC Boston 40.00 0.00 X 185439 0 41167 DINA SIEGEL VANN DIRECTOR, BILLA 40.00 0.00 X 188216 0 37097 MICHAEL GILBERT Director Regional Office Advancement 40.00 0.00 X 181208 0 36784 4002082 0 780638 64 false true false AB DATA PO BOX 170062 MILWAUKEE WI 53217 MAIL FULFILLMENT 793712 PERFECT BUILDING MAINTENANCE 360 LEXINGTON AVENUE NEW YORK NY 10017 BUILDING CLEANING SERVICE 324425 MEIR ELECTRIC 423 East 78th Street NEW YORK NY 10075 BLDG UPGRADES 299000 PROSKAUER ROSE LLP 11 TIMES SQUARE NEW YORK NY 10036 LEGAL SERVICES 293083 UNIVERSAL PROTECTION SERVICE LLC P O BOX 402836 ATLANTA GA 303842836 BLDG SECURITY 274433 11 131659 1855550 18284495 16253 28067623 4646501 48355580 sales of publications 511190 3745 3745 0 0 0 0 3745 675693 47478 628215 1217780 167779 1050001 0 1050001 1050001 4572255 637251 3935004 0 3935004 3935004 1623124 18284495 1943282 -320158 -320158 0 0 0 0 sponsorship & registration fees 900099 1082808 1082808 0 0 0 0 1082808 54782673 1086553 47478 5293062 356409 356409 314402 314402 3624176 2183438 720543 720195 18131843 13785481 973953 3372409 495916 257877 163652 74387 3715876 3009877 33243 672756 1309097 903277 209455 196365 603323 366882 161182 75259 213855 111205 70572 32078 17356 17356 393766 393766 310673 237142 49558 23973 1942639 1357944 424743 159952 924933 890772 6581 27580 2971185 2013314 478385 479486 848813 531447 191171 126195 2074644 1661301 148045 265298 1677693 1564080 31091 82522 57936 57936 4865566 4520876 86003 258687 1129854 587622 372785 169447 229904 153934 51867 24103 0 0 0 0 46209859 34882572 4172829 7154458 X 831140 437374 393766 18949992 22520586 6323286 4500191 18718252 22027119 0 0 585141 1233006 26931850 20387688 7155175 6544162 33206787 37030412 68287164 67078163 0 2969802 3145811 156195599 164079450 4598709 3824566 823867 1252656 0 27304476 37973465 32727052 43050687 X 19567583 12320943 43863516 48532708 60037448 60175112 123468547 121028763 156195599 164079450 X 8572814 -1983214 -9029384 X false true X true false X 38688087 40008034 44364867 51994897 48355580 223411465 38688087 40008034 44364867 51994897 48355580 223411465 4379521 219031944 1084658 1677754 1677559 1374954 1893473 7708398 627348 0 0 0 0 627348 231747211 11770499 0.9451 0.9405 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 627348.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 627348.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 121868 true 17356 false 139224 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY DURING 2014, AJC ATTEMPTED TO INFLUENCE STATE, FEDERAL, AND NATIONAL POLICY THROUGH DIRECT CONTACT WITH LEGISLATORS, THEIR STAFF, AND GOVERNMENT OFFICIALS AT THE STATE AND FEDERAL LEVEL. AJC STAFF AND LAY LEADERS HELD MEETINGS ON A REGULAR BASIS WITH THESE INDIVIDUALS. IN ADDITION TO CONTACTING FEDERAL AND STATE AGENCY OFFICIALS REGARDING EXISTING OR PENDING LEGISLATION, AJC'S ACTIVITIES FOCUSED PRINCIPALLY ON FOREIGN AFFAIRS LEGISLATION (INCREASED SANCTIONS ON IRAN AND SUPPORT FOR U.S.-ISRAEL COOPERATION), IMMIGRATION REFORM (SUPPORT OF COMPREHENSIVE REFORM), AMERICAN ENERGY SECURITY, CIVIL RIGHTS, CIVIL LIBERTIES, AND RELIGIOUS FREEDOM. 80436448 484827 1923814 405072 2765854 112898 79561265 72205956 1329561 10552814 305024 3242551 104308 80436448 67488681 1279459 6556809 806693 2209110 103190 72205956 71782880 2092734 -2649997 487660 3148119 101157 67488681 62355767 4533038 7653684 525580 2140234 93795 71782880 0.7368 0.2632 true false 430126 430126 16172428 11442523 4729905 819089 675515 143574 9510207 8269650 1240557 6544162 long/short equities 20839908 F state of israel bond 43077 F multistrategy hedge fund 18731047 F debt securities 3760955 F investment funds 23703176 F 67078163 accrued unfunded pension liability 23923725 security deposits 23769 charitable gift annuity 1922514 lease obligations 41558 other retirement benefits 5538276 due to thanks to scandinavia 6523623 37973465 X Schedule D, Part X, Line 1 Accrued unfunded pension liability Accrued unfunded pension liability of $23,923,725 represents the excess of pension benefit obligation over the pension plan assets. This balance increased by $9,732,413 from the prior year due to a combination of a decrease in interest rates ($5.7M) and the change in mortality tables ($4M) to reflect people are living longer and will therefore collect benefits longer. Schedule D, Part V, Line 4 Intended uses of endowment funds INCOME FROM AJC'S ENDOWMENT FUNDS ARE USED TO PROVIDE A SOURCE OF ONGOING SUPPORT FOR ITS EXEMPT PURPOSES. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote AJC HAS EVALUATED ITS TAX POSITIONS AND HAS DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS AND THAT IT WILL CONTINUE TO BE EXEMPT FROM FEDERAL AND STATE INCOME TAXES. true Europe (Including Iceland and Greenland) 4 21 Program Services ADVOCACY 2639164 Middle East and North Africa 1 9 Program Services ADVOCACY 1169298 South Asia 0 1 Program Services ADVOCACY 13461 Europe (Including Iceland and Greenland) 0 Grantmaking 33000 Middle East and North Africa 0 Grantmaking 269402 Central America and the Caribbean 0 Investments 22453073 East Asia and the Pacific 0 1 Program Services ADVOCACY 47459 South America 0 1 Program Services ADVOCACY 56534 Russia and the Newly Independent States 0 Grantmaking 12000 Russia and the Newly Independent States 0 0 Program Services Advocacy 31608 North America (Canada & Mexico only) 0 0 Program Services Advocacy 20602 Central America and the Caribbean 0 0 Program Services Advocacy 7853 5 33 0 0 5 33 26753454 0 26753454 Middle East and North Africa Gen Support 60000 Wire Middle East and North Africa Gen Support 50000 Wire Middle East and North Africa Gen Support 36000 Wire Middle East and North Africa Gen Support 25000 Wire Middle East and North Africa Gen Support 25000 Wire Middle East and North Africa Gen Support 23402 Wire Middle East and North Africa Gen Support 20000 Wire Europe (Including Iceland and Greenland) Gen Support 20000 Wire Middle East and North Africa Gen Support 15000 Wire Russia and the Newly Independent States Gen Support 12000 Wire Middle East and North Africa Gen Support 10000 Wire Europe (Including Iceland and Greenland) Gen Support 8000 Wire 12 true false true true true false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds AJC'S GRANT RECIPIENTS CERTIFY THAT THE GRANTS WILL BE USED IN COMPLIANCE WITH ANY APPLICABLE UNITED STATES LAWS, STATUTES, REGULATIONS, RULES AND EXECUTIVE ORDERS, INCLUDING ALL ANTI-TERRORIST FINANCING AND ASSET CONTROL LAWS, STATUTES, REGULATIONS, RULES AND EXECUTIVE ORDERS. NO FUNDS WILL BE USED IN PARTISAN FASHION TO SUPPORT OR OPPOSE CANDIDATES FOR PUBLIC OFFICE. IN MOST OF THE CASES AJC REQUIRES THE RECIPIENTS TO SUBMIT NARRATIVE AND FINANCIAL REPORTS. Schedule F, Part I, Line 3 FOREIGN INVESTMENTS AJC INVESTS IN SEVERAL ENTITIES THAT ARE LEGALLY DOMICILED IN FOREIGN JURISDICTIONS. THE 2014 END OF YEAR VALUE OF INVESTMENTS DOMICILED IN CENTRAL AMERICA/CARIBBEAN WAS 22,453,073. Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS AJC'S GRANT RECIPIENTS CERTIFY THAT THE GRANTS WILL BE USED IN COMPLIANCE WITH ANY APPLICABLE UNITED STATES LAWS, STATUTES, REGULATIONS, RULES AND EXECUTIVE ORDERS, INCLUDING ALL ANTI-TERRORIST FINANCING AND ASSET CONTROL LAWS, STATUTES, REGULATIONS, RULES AND EXECUTIVE ORDERS. NO FUNDS WILL BE USED IN PARTISAN FASHION TO SUPPORT OR OPPOSE CANDIDATES FOR PUBLIC OFFICE. IN MOST OF THE CASES AJC REQUIRES THE RECIPIENTS TO SUBMIT NARRATIVE AND FINANCIAL REPORTS. X X X X X true AB DATA MAIL SOLICITATION & PRM ADVOCACY true 1315611 831140 484471 INTEGRATED MAIL INDUSTRIES MAIL SOLICITATION false 0 20236 -20236 1315611 851376 464235 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI DINNER EVENT 2426585 2328710 97875 146364 DINNER EVENT 2316438 2136438 180000 191054 43 15164596 13819347 1345249 1605864 19907619 18284495 1623124 1943282 1943282 -320158 Schedule G, Part I, Line 2b(v) Fundraising activities AMOUNTS IN COLUMN (V) REPRESENT PAYMENTS TO PROFESSIONAL FUNDRAISERS FOR FUNDRAISING SERVICES AND REIMBURSEMENT OF FUNDRAISING EXPENSES, SUCH AS: PRINTING, PAPER, ENVELOPES, POSTAGE, ETC. Schedule G, Part II, Line 9(b) Other direct fundraising event expenses AJC REPORTS ALL EXPENDITURES RELATED TO ITS SPECIAL EVENT FUNCTIONS AS "OTHER DIRECT EXPENSES" ON SCHEDULE G, PART II, LINE 9. COSTS OF RUNNING THESE SPECIAL EVENTS ARE FREQUENTLY INVOICED AS ONE FEE BY THE VENDOR, SO THAT THE RENTAL, FOOD AND OTHER COSTS ARE BUNDLED AND FURTHER CATEGORIZATION ON SCHEDULE G, PART II IS NOT POSSIBLE. IT IS THEREFORE MORE ACCURATE TO COMBINE ALL THE EXPENSES. true US COMMITTEE FOR HUMAN RIGHTS IN NORTH KOREA 1001 CONNECTICUT AVE NW WASHINGTON DC 20036 522345895 501(C)(3) 40000 Support for implementation of the recommendation of the UN Commission of Inquiry on Human Rights in the Democratic People's Republic of Korea (North Korea), by engaging various programs and parts of the United Nations in the protection of human rights. FRANKLIN & ELEANOR ROOSEVELT INSTITUTE 570 LEXINGTON AVE NEW YORK NY 10022 237213592 501(C)(3) 29000 Support for a conference and publication to launch a new women's rights initiative, Women and Girls Rising: Historical Reflections and Future Prospects. THE JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY BOX 62 NEW YORK NY 10027 130887640 501(c)(3) 282409 SUPPORT FOR CHARITABLE OR EDUCATIONAL PURPOSES WITH PREFERENCE TO PROGRAMS LOCATED IN THE NEW ENGLAND STATES. 3 0 Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant Funds AJC'S GRANT RECIPIENTS CERTIFY THAT THE GRANTS WILL BE USED IN COMPLIANCE WITH ANY APPLICABLE UNITED STATES LAWS, STATUTES, REGULATIONS, RULES AND EXECUTIVE ORDERS, INCLUDING ALL ANTI-TERRORIST FINANCING AND ASSET CONTROL LAWS, STATUTES, REGULATIONS, RULES AND EXECUTIVE ORDERS. NO FUNDS WILL BE USED IN PARTISAN FASHION TO SUPPORT OR OPPOSE CANDIDATES FOR PUBLIC OFFICE. IN MOST OF THE CASES AJC REQUIRES THE RECIPIENTS TO SUBMIT NARRATIVE AND FINANCIAL REPORTS. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. AJC'S GRANT RECIPIENTS CERTIFY THAT THE GRANTS WILL BE USED IN COMPLIANCE WITH ANY APPLICABLE UNITED STATES LAWS, STATUTES, REGULATIONS, RULES AND EXECUTIVE ORDERS, INCLUDING ALL ANTI-TERRORIST FINANCING AND ASSET CONTROL LAWS, STATUTES, REGULATIONS, RULES AND EXECUTIVE ORDERS. NO FUNDS WILL BE USED IN PARTISAN FASHION TO SUPPORT OR OPPOSE CANDIDATES FOR PUBLIC OFFICE. IN MOST OF THE CASES AJC REQUIRES THE RECIPIENTS TO SUBMIT NARRATIVE AND FINANCIAL REPORTS. X X X true true X X X X true true false false false false false false false DAVID HARRIS EXECUTIVE DIRECTOR 491766 0 0 0 593627 0 340668 0 28897 0 1454958 0 0 0 VICTORIA SCHONFELD CHIEF OPERATING OFFICER 335204 0 0 0 0 0 7800 0 14590 0 357594 0 0 0 RICK HYNE CHIEF FINANCIAL OFFICER 252281 0 0 0 0 0 7800 0 28105 0 288186 0 0 0 JULIE SCHAIR DIR OF RESOURCE DEVELOPMENT 248074 0 0 0 864 0 7750 0 34055 0 290743 0 0 0 JANET BECKER DIR, STRATEGIC IMPLEMENTATION & HR 232206 0 0 0 3525 0 7248 0 29041 0 272020 0 0 0 JASON ISAACSON ASSISTANT EXEC DIR/DIR, OGIA 230230 0 0 0 3440 0 7097 0 29276 0 270043 0 0 0 STEVEN BAYME DIR, CONTEMPORARY JEWISH LIFE 223742 0 0 0 3184 0 6865 0 24745 0 258536 0 0 0 MARC D STERN GENERAL COUNSEL 184054 0 0 0 2606 0 5761 0 31968 0 224389 0 0 0 DANIEL ELBAUM ASST EXECUTIVE DIR FOR REGIONAL OFFICES 198793 0 0 0 441 0 6121 0 2352 0 207707 0 0 0 Rabbi David Rosen International Director of Interreligious Affairs 216612 0 0 0 0 0 0 0 31769 0 248381 0 0 0 LISA HOFF NAT'L DIRECTOR, DIRECT MAIL & MEMBERSHIP THRU JUNE 23, 2014 73886 0 0 0 152684 0 1811 0 11871 0 240252 0 0 0 ROBERT LEIKIND Regional Director, AJC Boston 182857 0 0 0 2582 0 5637 0 35530 0 226606 0 0 0 DINA SIEGEL VANN DIRECTOR, BILLA 186484 0 0 0 1732 0 5878 0 31219 0 225313 0 0 0 MICHAEL GILBERT Director Regional Office Advancement 179583 0 0 0 1625 0 5481 0 31303 0 217992 0 0 0 Schedule J, Part II, Column (C) SUPPLEMENTAL NON QUALIFIED RETIREMENT PLAN SEE RESPONSE TO LINE 4B ABOVE. Schedule J, Part II, Column (B)(iii) ACCRUED EXECUTIVE COMPENSATION ON JANUARY 28, 2014, AJC'S EXECUTIVE COMPENSATION COMMITTEE AUTHORIZED A ONE-TIME PAYMENT TO THE EXECUTIVE DIRECTOR OF HIS ACCRUED VACATION AS OF DECEMBER 31, 2013, TOTALING $538,144. THE BALANCE WAS ACCUMULATED AND ACCRUED FOR OVER MANY YEARS AND AS SUCH, FOR ACCOUNTING PURPOSES WAS NOT AN EXPENSE TO AJC IN 2014. THE PAYMENT CONSTITUTED TAXABLE INCOME TO THE EXECUTIVE DIRECTOR. Schedule J, Part I, Line 1a First-class or charter travel FIRST CLASS AIRLINE TICKETS ARE OCCASIONALLY BOOKED FOR DAVID HARRIS. AJC PAYS FOR ALL THE TRAVEL COSTS OF HIS WIFE WHO ACCOMPANIES DAVID HARRIS ON CERTAIN AJC TRIPS. AJC PURCHASED A TERM LIFE INSURANCE POLICY IN THE AMOUNT OF ONE MILLION DOLLARS ON THE LIFE OF DAVID HARRIS PAYABLE UPON HIS DEATH TO HIS BENEFICIARIES. ADDITIONALLY, DAVID HARRIS HAS ADDITIONAL SUPPLEMENTAL DISABILITY INCOME POLICIES THAT ARE PAID FOR BY AJC. THE ANNUAL AMOUNTS OF ALL THESE COSTS, WITH THE EXCEPTION OF FIRST CLASS AIRLINE TRAVEL FOR DAVID HARRIS, ARE INCLUDED IN HIS FORM W-2 AS TAXABLE COMPENSATION. AJC REIMBURSES DAVID HARRIS FOR A PORTION OF PROPERTY TAXES ON HIS WESTCHESTER HOME. $24,598 WAS REIMBURSED IN 2014 AND INCLUDED IN HIS FORM W-2 AS TAXABLE COMPENSATION. Schedule J, Part I, Line 1a Travel for companions see responses to line 1A above. Schedule J, Part I, Line 1a Tax indemnification and gross-up payments see responses to line 1A above. Schedule J, Part I, Line 4a Severance or change-of-control payment LISA HOFF RECEIVED $151,813 AS A SEVERANCE PAYMENT. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan IN 2006, AS PER DAVID'S HARRIS' CONTRACT, AJC ESTABLISHED A SUPPLEMENTARY EXECUTIVE RETIREMENT PLAN, AND ACCORDINGLY, SCHEDULE J, PART II, COLUMN C INCLUDES THE 2014 CALENDAR YEAR'S ACCRUAL OF $332,868. X 242 4546913 Market value X 1 99588 Market value 0 false true false Schedule M, Part I EXPLANATIONS OF REPORTING METHOD FOR NUMBERS OF CONTRIBUTIONS THE ORGANIZATION RECEIVED 242 SEPARATE GIFTS OF PUBLICLY TRADED SECURITIES AND 1 PARTNERSHIP INTEREST. Form 990, Part I, Line 10 Investment Income Unrealized losses of ($1,983,214) and gains of $8,396,873 in 2014 and 2013, respectively were lost/earned, but are not required to be included in this line item for Form 990 purposes. CoreFormPartIII_PartIIILine4d Description of other program services (Expenses $ 4,343,774 including grants of $ 74,932)(Revenue $ 1,082,808) AJC'S 2014 PROGRAMMATIC ACTIVITIES INCLUDE: (1) NATIONAL POLICY: AJC ADVOCATES AT THE NATIONAL LEVEL ON LEGISLATIVE AND LEGAL ISSUES THAT AFFECT AJC'S ANNUAL PRIORITIES. ADVOCACY ACTIVITIES IN THE U.S. INCLUDE: MEETINGS WITH MEMBERS OF CONGRESS AND LOCAL OFFICIALS, FORMAL COMMENTS ON PENDING LEGISLATION, FILING OF "AMICUS CURIAE" BRIEFS IN LITIGATION, COALITION BUILDING WITH COMMUNITY AND OPINION LEADERS, WRITING OP-EDS, AND CREATING ONLINE PETITIONS. (2) INTERRELIGIOUS AND INTERGROUP RELATIONS: AJC BUILDS COALITIONS WITH LIKE-MINDED PARTNERS TO ADVANCE SHARED INTERESTS AND VALUES. THIS INCLUDES ADVOCATING, TOGETHER WITH INTERESTED PARTNERS, AGAINST ANTI-SEMITISM AND EXTREMISM, AND FOR THE WELLBEING OF THE JEWISH PEOPLE AND THE STATE OF ISRAEL (E.G., COMBATINGPROPOSALS TO BOYCOTT ISRAEL). (3) CONTEMPORARY JEWISH LIFE: AJC STRIVES TO STRENGTHEN JEWISH CONTINUITY AND, AS PART OF THAT, TO DEEPEN TIES BETWEEN JEWS IN THE DIASPORA AND THE PEOPLE AND STATE OF ISRAEL. Form 990, Part VI, Line 6 Classes of members or stockholders AJC IS A MEMBERSHIP ORGANIZATION UNDER APPLICABLE NEW YORK NONPROFIT CORPORATION LAW, AND THE MEMBERS OF ITS BOARD OF GOVERNORS CONSTITUTES ITS CORPORATE MEMBERSHIP. IN 2010, AJC AMENDED ITS BY-LAWS; PRIOR TO THAT AMENDMENT, AJC'S NATIONAL LEADERSHIP COUNCIL CONSTITUTED ITS CORPORATE VOTING MEMBERSHIP. THE BOARD OF GOVERNORS ELECTS MEMBERS OF THE BOARD OF GOVERNORS, SEVERAL MEMBERS OF THE BOARD OF DIRECTORS (EXECUTIVE COUNCIL) AND APPROVES AJC POLICY AND THE ANNUAL BUDGET. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body SEE ABOVE. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders SEE ABOVE. Form 990, Part VI, Line 11b Review of form 990 by governing body THE RETURN WAS PREPARED BY AJC'S STAFF AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY AJC & IN CONSULTATION WITH AJC'S STAFF. THE DRAFT WAS THEN REVIEWED BY AJC'S AUDIT COMMITTEE, AND SUBSEQUENTLY PROVIDED TO AJC'S EXECUTIVE COUNCIL PRIOR TO FILING WITH THE IRS. PURSUANT TO AJC'S BYLAWS, THE EXECUTIVE COUNCIL CONSTITUTES AJC'S BOARD OF DIRECTORS AS THAT TERM IS USED IN THE NEW YORK NOT-FOR-PROFIT CORPORATION LAW. Form 990, Part VI, Line 12c Conflict of interest policy AJC HAS WRITTEN CONFLICT OF INTEREST POLICIES COVERING ALL MEMBERS OF EXECUTIVE COUNCIL, OFFICERS, AND EMPLOYEES STIPULATING THAT NO INDIVIDUAL MAY PARTICIPATE IN A DISCUSSION OR DECISION ON ANY MATTER IN WHICH HE OR SHE HAS A MATERIAL FINANCIAL INTEREST, AND HE OR SHE MUST DISCLOSE ANY POTENTIAL CONFLICTS. ALL MEMBERS OF THE EXECUTIVE COUNCIL, OFFICERS, KEY EMPLOYEES WHO HAVE SIGNING AUTHORITY, AND OTHER EMPLOYEES ARE REQUIRED TO CERTIFY COMPLIANCE WITH THE APPROPRIATE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND TO INDICATE WHETHER THE ORGANIZATION DOES BUSINESS WITH AN ENTITY IN WHICH THEY HAVE A MATERIAL FINANCIAL INTEREST. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT INCLUDE REFRAINING FROM PARTICIPATING IN DELIBERATIONS AND DISCUSSIONS, AS WELL AS ANY DECISION, RELATING TO THE ALLEGED CONFLICT. Form 990, Part VI, Line 15a Process to establish compensation of top management official IN 2011, AJC CONDUCTED A SALARY REVIEW OF EXECUTIVE DIRECTOR COMPENSATION, REVIEWING FAIR MARKET COMPARABLES FOR POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE EXECUTIVE DIRECTOR'S MULTI-YEAR CONTRACT WAS REVIEWED AND APPROVED BY AN INDEPENDENT COMPENSATION COMMITTEE AND SUBSEQUENTLY APPROVED BY THE EXECUTIVE COUNCIL. A REVIEW OF THE EXECUTIVE DIRECTOR'S COMPENSATION IS CURRENTLY IN PROGRESS BY A COMPENSATION COMMITTEE COMPOSED OF INDEPENDENT DIRECTORS AS IS AN AGENCY WIDE SALARY REVIEW BY AN OUTSIDE CONSULTANT WHICH WILL ALSO REVIEW COMPENSATION OF KEY AND HIGHLY COMPENSATED EMPLOYEES. THE ORGANIZATION MAINTAINS RECORDS REGARDING THE COMPENSATION SETTING PROCESS. COMPENSATION OF OTHER KEY EMPLOYEES FOR THE PAST SEVERAL YEARS HAS BEEN TIED TO THE SALARY INCREASES NEGOTIATED WITH AJC'S LABOR UNIONS, EXCEPT FOR THOSE WHO HAVE RECEIVED PROMOTIONS AND/OR INCREASED RESPONSIBILITIES. Form 990, Part VI, Line 15b Process to establish compensation of other employees In 2014, salaries for senior managers and key employees were reviewed by the Executive Compensation Committee. AJC has retained a professional compensation firm in 2015 to do a complete review of relevant salaries. Form 990, Part VI, Line 19 Required documents available to the public AJC CURRENTLY DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. AJC CURRENTLY MAKES ITS CONFLICT OF INTEREST POLICY AND WHISTLEBLOWER POLICY AVAILABLE TO THE PUBLIC ON ITS WEBSITE. THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE ALSO AVAILABLE ON ITS WEBSITE. THE IRS DOES NOT REQUIRE THE PUBLIC DISSEMINATION OF AJC'S IRS FORM 1023, BECAUSE THE ORGANIZATION WAS INITIALLY RECOGNIZED AS TAX EXEMPT IN 1929 AND PUBLIC AVAILABILITY IS NOT REQUIRED WHERE THE ORGANIZATION DID NOT HAVE A COPY OF ITS EXEMPTION APPLICATION ON THE EFFECTIVE DATE OF THE REQUIREMENT IN JULY 1987. Form 990, Part VII, Section A, Line 1a, Column (D) SECTION A, LINE 1 COLUMN D ON JANUARY 28, 2014, AJC'S EXECUTIVE COMPENSATION COMMITTEE AUTHORIZED A ONE-TIME PAYMENT TO THE EXECUTIVE DIRECTOR OF HIS ACCRUED VACATION AS OF DECEMBER 31, 2013, TOTALING $538,144. THE BALANCE WAS ACCUMULATED AND ACCRUED FOR OVER MANY YEARS AND AS SUCH, FOR ACCOUNTING PURPOSES WAS NOT AN EXPENSE TO AJC IN 2014. THE PAYMENT CONSTITUTED TAXABLE INCOME TO THE EXECUTIVE DIRECTOR. Form 990, Part VII, Section A SECTION A AJC'S EXECUTIVE COUNCIL ("EC") SERVES AS ITS FIDUCIARY BOARD. Form 990, Part XI, Line 9 Other changes in net assets or fund balances PENSION AND POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC BENEFIT COSTS REPRESENTS THE NON-CASH CHARGE TAKEN PRIMARILY DUE TO THE DECREASE IN THE DISCOUNT RATE USED IN CALCULATING THE BENEFIT OBLIGATION - -10879204; CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT - 1849820; Schedule R, Part II Part II FOR EACH OF AJC'S FOREIGN AFFILIATES, AJC HAS CONTRACTED WITH LOCAL ACCOUNTING FIRMS TO COMPILE FINANCIAL INFORMATION AND PREPARE LOCAL REGULATORY FILINGS. ALL RECORDS ARE MAINTAINED IN THE UNITED STATES. ADDITIONALLY, ONCE PER YEAR, AJC STAFF IN THE FINANCE, LEGAL AND ADMINISTRATIVE AREAS VISIT THE FOREIGN OFFICES TO REVIEW INTERNAL CONTROLS AND MONITOR COMPLIANCE WITH LOCAL REGULATIONS. THANKS TO SCANDINAVIA 933 PARK AVENUE NEW YORK NY 10028 136192361 SCHOLARSHIP NY 501(c)(3 7 AJC true INSTITUTE OF HUMAN RELATIONS 165 EAST 56TH STREET NEW YORK NY 10022 237389215 FUNDRAISING NY 501(c)(3 7 AJC true TRANS-ATLANTIC INSTITUTE RUE DES DEUX EGLISES 37-39 1000 BRUXELLES BE ADVOCACY BE AJC true AJC BERLIN LEIPZIGER PLATZ 15 10117 BERLIN GM ADVOCACY GM AJC true CHARITABLE REMAINDER ANNUITY TRUSTS (2) INVESTMENT NY AJC Trust true false false true false false false false false false false true false true true false true true false Thanks To Scandinavia Q 402524 FMV Trans-Atlantic Institute Q 460655 FMV Thanks To Scandinavia R 232802 FMV Trans-Atlantic Institute R 1734680 FMV AJC BERLIN R 1138230 FMV AJC BERLIN Q 1093897 FMV