2013-05-10T11:18:29-05:00 2012-06-30 990 2011-07-01 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 2013-05-10 2011 2016-02-24 21:20:13Z UJA-FEDERATION OF NEW YORK INC JOHN S RUSKAY 130 EAST 59TH STREET NEW YORK NY 10022 729461000 0 X WWW.UJAFEDNY.ORG X 1975 NY REFER TO FORM 990, PART III, LINE 1 159 156 483 4000 1076000 911039 152562000 189539000 326000 342000 81512000 23182000 46000 -115000 234446000 212948000 149553000 146410000 0 0 41507000 41630000 0 0 28032000 25169000 24718000 216229000 212758000 18217000 190000 1228189000 1201295000 208997000 200161000 1019192000 1001134000 X THROUGH UJA-FEDERATION, YOU CARE FOR PEOPLE IN NEED, INSPIRE A PASSION FOR JEWISH LIFE AND LEARNING AND STRENGTHEN JEWISH COMMUNITIES IN NEW YORK, IN ISRAEL, AND AROUND THE WORLD.UJA-FEDERATION PURSUES ITS MISSION BY PROVIDING GRANTS, CAPACITY-BUILDING SUPPORT, AND ADVOCACY SERVICES TO CLOSE TO 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 71721000 64483000 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 CLOSE TO 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 RECENT RECESSION. MOREOVER, THROUGH GRANTS TO THE JEWISH FEDERATIONS OF NORTH AMERICA, WHICH SUPPORTS THE JEWISH AGENCY FOR ISRAEL (JAFI) AND THE AMERICAN JEWISH 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 (CONTINUED)THREE MILLION JEWS 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. 47866000 43036000 STRENGTHEN JEWISH COMMUNITIES: 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. 43256000 38891000 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. 162843000 1 1 0 1 0 1 0 0 1 1 1 1 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 0 1 1 0 0 0 0 1 1 1 1 0 1 580 0 1 483 1 1 1 1 BD 0 0 0 1 1 1 1 0 0 0 X 159 156 1 0 1 0 0 0 0 1 1 0 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 X JERRY W LEVIN 0.00 X X 0 0 0 ALISA R DOCTOROFF 0.00 X X 0 0 0 ROGER W EINIGER 0.00 X X 0 0 0 ERIC S GOLDSTEIN 0.00 X X 0 0 0 ALISA F LEVIN 0.00 X X 0 0 0 HELEN SAMUELS 0.00 X X 0 0 0 JEFFREY A SCHOENFELD 0.00 X X 0 0 0 MARCIA RIKLIS 0.00 X X 0 0 0 KAREN SW FRIEDMAN 0.00 X 0 0 0 WAYNE K GOLDSTEIN 0.00 X 0 0 0 LAWRENCE C GOTTLIEB 0.00 X 0 0 0 LINDA MIRELS 0.00 X 0 0 0 JEFFREY M STERN 0.00 X 0 0 0 PAMELA P WEXLER 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0 0 0 VICKI WEINER 0.00 X 0 0 0 ROBERT R WIENER 0.00 X 0 0 0 ANNA WINDERBAUM 0.00 X 0 0 0 ERIKA S WITOVER 0.00 X 0 0 0 ARLENE T WITTELS 0.00 X 0 0 0 DIANE WOHL 0.00 X 0 0 0 STEVEN B WOLINSKY 0.00 X 0 0 0 STEVEN B WOLITZER 0.00 X 0 0 0 JONATHON YORMAK 0.00 X 0 0 0 LYNN ZISES 0.00 X 0 0 0 JOHN SRUSKAY SCH JPART III 35.00 X 3151000 0 145000 IRVIN A ROSENTHAL 35.00 X 330000 0 62000 ELLEN ZIMMERMAN 35.00 X 257000 0 44000 MARK MEDIN 35.00 X 324000 0 34000 ALISA RUBIN KURSHAN 35.00 X 275000 0 42000 STUART TAUBER 35.00 X 234000 0 48000 ROBERTA LEINER 35.00 X 188000 0 44000 COLIN AMBROSE 35.00 X 726000 0 21000 LAWRENCE SWILLING 35.00 X 225000 0 40000 ARON GRODINSKY 35.00 X 217000 0 29000 WILLIAM SAMERS 35.00 X 212000 0 34000 REUBEN ROMIROWSKY 35.00 X 195000 0 40000 6334000 0 583000 79 0 1 0 OXFORD HEALTH PLANS PO BOX 26973 NEW YORK NY 10087 HEALTH INSURANCE 5401000 FLIK INTERNATIONAL CORP PO BOX 91337 CHICAGO IL 60693 FOOD SERVICE PROVIDER 961000 AUS MARKETING RESEARCH SYSTEMS INC 53 WEST BALTIMORE PIKE MEDIA PA 19063 RESEARCH 720000 FOJP SERVICE CORP 28 EAST 28TH STREET NEW YORK NY 10016 INSURANCE 694000 PROSKAUER ROSE LLP ELEVEN TIMES SQUARE NEW YORK NY 10036 LEGAL 642000 49 25464000 17515000 146560000 6442000 189539000 TRUST FOR DISAB ADULTS 900099 210000 210000 PUBLIC POLICY SERVICES 900099 64000 64000 68000 68000 342000 5606000 4530000 1076000 38000 0 38000 38000 38000 527750000 510174000 17576000 17576000 17576000 5443000 25464000 6339000 -896000 -896000 PENSION PLAN ADMIN FEE 561000 132000 132000 611000 611000 743000 212948000 23191000 1076000 -858000 142815000 142815000 3000000 3000000 595000 595000 2749000 791000 864000 1094000 29169000 8041000 7861000 13267000 2419000 667000 652000 1100000 5055000 1394000 1362000 2299000 2238000 617000 603000 1018000 466000 129000 125000 212000 453000 453000 32000 32000 4103000 4103000 2098000 578000 566000 954000 1128000 231000 224000 673000 3135000 864000 847000 1424000 828000 114000 504000 210000 3166000 776000 828000 1562000 977000 269000 264000 444000 147000 40000 40000 67000 2941000 721000 951000 1269000 3215000 921000 959000 1335000 432000 2000 428000 2000 CREDIT CARD FEES 488000 488000 A/V SERVICES OUTSIDE 142000 39000 38000 65000 OUTSIDE CATERING 138000 15000 24000 99000 LIST MAINTENANCE 132000 132000 697000 192000 187000 318000 212758000 162843000 21883000 28032000 23024000 37891000 121781000 19137000 61162000 95809000 8452000 6018000 2305000 2720000 78586000 13045000 67121000 65541000 308255000 331058000 499962000 508600000 24210000 25893000 111917000 108628000 1228189000 1201295000 17026000 15542000 26239000 20002000 62228000 61143000 42091000 41537000 61413000 61937000 208997000 200161000 X 489432000 493010000 302938000 278501000 226822000 229623000 1019192000 1001134000 1228189000 1201295000 X 190000 -18248000 X 0 1 1 X 0 X 177534000 159684000 173778000 152562000 189539000 853097000 177534000 159684000 173778000 152562000 189539000 853097000 14596000 838501000 14684000 6525000 11993000 14024000 4568000 51794000 2478000 1907000 2351000 1709000 1076000 9521000 696000 498000 445000 533000 743000 2915000 917327000 30112000 0.91410 0.91760 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1000 31000 32000 212726000 212758000 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 31000 33000 35000 32000 131000 250000 250000 250000 250000 1000000 1500000 2000 1000 1000 1000 5000 19 48000 753000 20839000 0 0 0 1 827982000 63230000 -11828000 -58111000 -728000 820545000 727477000 24807000 141139000 -55683000 -9113000 -645000 827982000 694882000 43712000 66034000 -52428000 -24160000 -563000 727477000 875765000 34463000 -148765000 -55294000 -10825000 -462000 694882000 0.44000 0.28000 0.28000 0 0 1118000 1118000 73449000 11035000 62414000 4019000 2010000 2009000 65541000 MULTI-STRATEGY HEDGE FUNDS 236464000 F PRIVATE EQUITY/REAL-ESTATE 119784000 F INTEREST IN RELATED ORGANIZATIONS 32046000 C NON-PUBLIC EQUITIES 107481000 F STATE OF ISRAEL BONDS 12444000 C INTEREST IN OIL AND GAS PROPERTIES 381000 F 508600000 ASSETS HELD UNDER CHARITABLE TRUST AGREEMENTS 42796000 AMOUNTS HELD ON BEHALF OF OTHER AGENCIES 41537000 NON-DEPRECIABLE PROPERTY 10919000 INTERCOMPANY RECEIVABLES 9462000 CASH SURRENDER VALUE - LIFE INSURANCE 2757000 OTHER 1157000 108628000 LIABILITIES UNDER CHARITABLE TRUST AND ANNUITY AGREEMENTS 56917000 ACCRUED POSTRETIREMENT BENEFITS 5020000 61937000 212948000 212758000 190000 -30652000 12404000 -18248000 -18058000 191322000 -30652000 200000 12929000 -17523000 208845000 4103000 4103000 212948000 208855000 200000 200000 208655000 4103000 4103000 212758000 PART IV, LINE 2B: CERTAIN NETWORK AGENCIES INVEST IN THE UJA-FEDERATION POOLED INVESTMENT ACCOUNT. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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. THERE ARE NO TAX POSITIONS NOT DEEMED TO MEET THE "MORE-LIKELY THAN-NOT" THRESHOLD. PART XI, LINE 8 - OTHER ADJUSTMENTS: IMPUTED RENTAL INCOME 12,929,000. POSTRETIREMENT BENEFIT CHANGES OTHER THAN NET PERIODIC BENEFIT COST -525,000. TOTAL TO SCHEDULE D, PART XI, LINE 8: 12,404,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: IMPUTED RENTAL INCOME 12,929,000. PART I, LINES 5 AND 6: THE ORGANIZATION DOES NOT MAINTAIN DONOR ADVISED FUNDS. 1 NORTH AMERICA 0 1 PROGRAM SERVICES INSURANCE SERVICES FOR NETWORK AGENCIES 7255000 MIDDLE EAST 1 4 PROGRAM SERVICES MONITORING OF GRANTS - REFER TO SCHEDULE F, PART V, SUPPLEMENTAL INFORMATION 567000 RUSSIA 0 0 GRANTMAKING 595000 CARIBBEAN INVESTMENTS 273028000 1 5 0 0 1 5 281445000 0 281445000 RUSSIA JEWISH LIFE AND LEARNING 595000 WIRE 1 1 0 1 1 1 0 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. GRANTS AND CONTRACTS PAID THROUGH CHARITIES AID FOUNDATION (CAF): UJA-FEDERATION HAS CONTRACTED WITH CHARITIES AID FOUNDATION (CAF) TO PROVIDE OVERSIGHT OF AND DISBURSE FUNDS FOR THREE TARGETED GRANTS IN THE FORMER SOVIET UNION (FSU) THAT SUPPORT UJA-FEDERATION'S CHARITABLE PURPOSES AND THAT ARE NOT UNDER THE OVERSIGHT OF JFNA. A PROFESSIONAL EMPLOYED BY CAF IN MOSCOW MONITORS THOSE GRANTS IN CONJUNCTION WITH UJA-FEDERATION PROFESSIONAL STAFF IN NEW YORK. UJA-FEDERATION ALSO MAKES DIRECT GRANTS TO CAF FOR TARGETED PROGRAMS OF CAPACITY-BUILDING FOR GRASSROOTS ORGANIZATIONS IN THE FSU; THOSE GRANTS ARE MONITORED BY UJA-FEDERATION PROFESSIONAL STAFF WHO ARE RESIDENT IN NEW YORK BUT VISIT THE FSU. ALL GRANTEES SUBMIT TWO REPORTS EACH YEAR (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'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 OTHER FOREIGN LOCATIONS 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. 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AMSTERDAM AVENUE AT 76TH STREET NEW YORK NY 10023 133490745 501(C)(3) 463000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING THE JEWISH COMMUNITY CENTER ON THE HUDSON 371 SOUTH BROADWAY TARRYTOWN NY 10591 237229163 501(C)(3) 298000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING THE JEWISH EDUCATION PROJECT 520 8TH AVENUE SUITE 1510 NEW YORK NY 10018 131632519 501(C)(3) 5633000 CARING/JEWISH LIFE & LEARNING THE JEWISH LENS 330 7TH AVENUE 21ST FLOOR NEW YORK NY 10001 202934495 501(C)(3) 14000 PEOPLEHOOD THE NEW YORK BOARD OF RABBIS INC 136 EAST 39TH STREET 4TH FLOOR NEW YORK NY 100160914 131809283 501(C)(3) 114000 CARING/PEOPLEHOOD THE NEW YORK COMMUNITY TRUST 909 3RD AVENUE 22ND FLOOR NEW YORK NY 10022 133062214 501(C)(3) 23000 PEOPLEHOOD THE NEW YORK POPS 333 WEST 52ND STREET SUITE 600 NEW YORK NY 100193210 133240366 501(C)(3) 25000 CARING THE NORTH SHORE - LIJ HEALTH SYSTEM 145 COMMUNITY DRIVE GREAT NECK NY 11021 112965575 501(C)(3) 150000 CARING THE PROSPECT HEIGHTS SHUL 234 ST JOHNS PLACE BROOKLYN NY 11217 800750046 501(C)(3) 10000 JEWISH LIFE & LEARNING THE SUFFOLK Y JEWISH COMMUNITY CENTER 74 HAUPPAUGE ROAD COMMACK NY 117254443 112435521 501(C)(3) 593000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING THE VILLAGE TEMPLE 33 EAST 12TH STREET NEW YORK NY 10003 131967326 501(C)(3) 13000 CARING TOWN AND VILLAGE CONSERVATIVE SYNAGOGUE 334 EAST 14TH STREET NEW YORK NY 10003 136401397 501(C)(3) 20000 JEWISH LIFE & LEARNING UNITED JEWISH COUNCIL OF THE EAST SIDE INC 235 EAST BROADWAY NEW YORK NY 10002 132735378 501(C)(3) 40000 CARING URI L'TZEDEK 25 BROADWAY 17TH FLOOR NEW YORK NY 10004 263274502 501(C)(3) 10000 JEWISH LIFE & LEARNING USDAN CENTER FOR THE CREATIVE & PERFORMING ARTS 420 EAST 79TH STREET NEW YORK NY 10075 132792668 501(C)(3) 121000 754000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING VOLUNTEER CONSULTING GROUP INC 6 EAST 39TH STREET SUITE 602 NEW YORK NY 10016 132708480 501(C)(3) 9000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING WESTCHESTER JEWISH COMMUNITY SERVICES 5 NORTH BROADWAY WHITE PLAINS NY 106032427 131740071 501(C)(3) 2220000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING WESTCHESTER JEWISH COUNCIL 701 WESTCHESTER AVENUE SUITE 203E WHITE PLAINS NY 106043002 132856699 501(C)(3) 272000 PEOPLEHOOD/JEWISH LIFE & LEARNING WESTCHESTER REFORM TEMPLE 255 MAMARONECK ROAD SCARSDALE NY 10583 132533702 501(C)(3) 12000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING WORKMEN'S CIRCLEARBETER RING 45 EAST 33RD STREET NEW YORK NY 10016 135493550 501(C)(3) 20000 CARING YESHIVA UNIVERSITY 500 WEST 185TH STREET ROOM 111 NEW YORK NY 10033 131624225 501(C)(3) 80000 PEOPLEHOOD YM & YWHA OF BORO PARK 4912 14TH AVENUE BROOKLYN NY 11219 111630917 501(C)(3) 385000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING YM & YWHA OF WASHINGTON HEIGHTS & INWOOD 54 NAGLE AVENUE NEW YORK NY 10040 131635308 501(C)(3) 515000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING YOUNG ISRAEL OF STATEN ISLAND 835 FOREST HILL ROAD STATEN ISLAND NY 10314 132618386 501(C)(3) 10000 JEWISH LIFE & LEARNING 170 SCHOLARSHIPS 692 2258000 ISRAEL EXPERIENCE AWARDS - PROVIDES NEED AND MERIT BASED SCHOLARSHIPS FOR ISRAEL TRIPS FOR TEENS AND YOUNG ADULTS 326 486000 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. SCHEDULE I, PART II, GRANTS TO THE JEWISH FEDERATIONS OF NORTH AMERICA: UJA-FEDERATION REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. 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. JFNA FILES A SEPARATE FORM 990 AND REPORTS THE DETAIL OF OVERSEAS GRANTS ON SCHEDULE F. 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 $11,177,000 OF TARGETED GRANTS MADE THROUGH JFNA: ALMA COLLEGE FOR HEBREW CULTURE - $50,000 AMCHA-NATIONAL ISRAELI CENTER FOR PSYCHOSOCIAL SUPPORT OF SURVIVORS - $283,000 AMOTAT YESODOT LEZMICHA DROR - $55,000 ASHALIM-PLANNING & DEVELOPMENT OF SERVICES FOR CHILDREN & YOUTH - $85,000 ATID BAMIDBAR - $50,000 AVI HAYISHUV COMMUNITY RABBINICS PROGRAM - $25,000 BEIT MORASHA OF JERUSALEM - $95,000 BEIT NATAN - WOMEN'S HEALTH RESOURCES & CANCER SUPPORT CENTER - $23,000 BINA - $145,000 B'MAAGLEI TZEDEK - $30,000 B'RUACH - SPIRITUAL CARE AND TRAINING - $75,000 B'YACHAD - $25,000 CENTER FOR JEWISH-ARAB ECONOMIC DEVELOPMENT - $205,000 CHAIM SHEBA MEDICAL CENTER AT TEL HASHOMER - $33,000 CHIVRUTA - $30,000 COMMUNITY ADVOCACY - $178,000 E.L.E.M. - YOUTH IN DISTRESS IN ISRAEL - $25,000 E.L.I. THE ISRAEL ASSOCIATION FOR CHILD PROTECTION - $50,000 ECONOMIC EMPOWERMENT FOR WOMEN - $50,000 ETHIOPIAN NATIONAL PROJECT - $125,000 HADASSAH UNIVERSITY HOSPITAL - $30,000 HAMIDRASHA - $30,000 HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION - JERUSALEM SCHOOL - $20,000 HOSPICE OF THE UPPER GALILEE - $18,000 ILAN - ISRAEL SPORT CENTER FOR THE DISABLED - $8,000 INJAZ CENTER FOR PROFESSIONAL ARAB LOCAL GOVERNANCE - $40,000 INSTITUTE FOR JEWISH STUDIES IN THE C.I.S. - $350,000 INTERDISCIPLINARY CENTER (IDC) HERZLIYA - $100,000 ISRAEL ASSOCIATION FOR ETHIOPIAN JEWS (IAEJ) - $30,000 ISRAEL TRAUMA COALITION - $300,000 ITIM: THE JEWISH LIFE INFORMATION CENTER - $40,000 JERUSALEM BUSINESS DEVELOPMENT CENTER (MATI) - $6,000 JERUSALEM FOUNDATION - $179,000 JEWISH FEDERATIONS OF NORTH AMERICA - $654,000 KAREV PROGRAM FOR EDUCATIONAL INVOLVEMENT - $120,000 KAV MASHVEH - $115,000 KEN-LAZAKEN - $30,000 KEREN HANAN AYNOR (KHA) - $100,000 KEREN KOBY MANDELL - $36,000 KISHORIT - $8,000 KOLOT - $45,000 LEKET ISRAEL - $55,000 LIMMUD BERLIN - $15,000 MA'AGAN - THE JERUSALEM SUPPORT CENTER FOR THOSE AFFECTED BY CANCER - $30,000 MA'ASE - $132,000 MACCABIM ASSOCIATION - $10,000 MEITARIM NETWORK FOR JEWISH DEMOCRATIC EDUCATION - $50,000 MELABEV, COMMUNITY CLUBS FOR ELDERCARE - $25,000 MELITZ CENTERS FOR JEWISH-ZIONIST EDUCATION - $80,000 MERCHAVIM - THE INSTITUE FOR THE ADVANCEMENT OF SHARED CITIZENSHIP - $110,000 MORASHA - $101,000 NACHSHON - THE ISRAELI ACADEMY FOR LEADERSHIP - $40,000 NCJW RESEARCH INSTITUTE FOR INNOVATION IN EDUCATION - $100,000 NEGEV INSTITUTE FOR STRATEGIES OF PEACE AND DEVELOPMENT - NISPED - $192,000 NEVE YERUSHALAYIM - $20,000 NORTH AMERICAN CONFERENCE ON ETHIOPIAN JEWRY (NACOEJ)-ISRAEL - $160,000 OLIM BEYAHAD - $161,000 ORANIM ACADEMIC COLLEGE, SHDEMOT:CENTER FOR THE STUDY OF THE JEWISH PEOPLE - $55,000 ORR SHALOM CHILDREN'S HOMES LIMITED - $50,000 ORT ISRAEL - $367,000 PANIM: FOR JEWISH RENAISSANCE IN ISRAEL - $118,000 PROJECT KESHER ISRAEL - $35,000 RAMBAM MEDICAL CENTER, HEALTH CARE CAMPUS - $35,000 RAMLA ARAB COMMUNITY CENTER - $51,000 RASHI FOUNDATION - $116,000 RE'EM-ASSOCIATION FOR THE ELDERLY OF THE MENASHE REGION - $26,000 RETORNO - $25,000 RUACH CHADASHA (NEW SPIRIT) - $125,000 SARAH HERZOG HOSPITAL-EZRATH NASHIM - $15,000 SCHECHTER RABBINICAL SEMINARY - $35,000 SHA'ALEI TORAH - BEIT SHEMESH - $40,000 SHAARE ZEDEK MEDICAL CENTER, CANCER MEDICINE DEPARTMENT - $50,000 SIKKUY:THE ASSOCIATION FOR THE ADVANCEMENT OF CIVIC EQUALITY - $50,000 SOCIETY FOR THE PROTECTION OF NATURE IN ISRAEL - $30,000 TEBEKA:ADVOCACY FOR EQUALITY AND JUSTICE FOR ETHIOPIAN ISRAELIS - $40,000 TECH-CAREER - $75,000 THE ABRAHAM FUND INITIATIVES - $50,000 THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC. (JDC) - $2,067,000 THE BENJAMIN CHILDREN'S LIBRARY - $55,000 THE CENTRE FOR EDUCATIONAL TECHNOLOGY (C.E.T.) - $30,000 THE ETGARIM ASSOCIATION - $10,000 THE ISRAEL ASSOCIATION OF COMMUNITY CENTERS, LTD. - $100,000 THE ISRAEL MOVEMENT FOR PROGRESSIVE JUDAISM - $40,000 THE JERUSALEM INTER-CULTURAL CENTER - $50,000 THE JEWISH AGENCY FOR ISRAEL (JAFI) - $571,000 THE JOINT COUNCIL OF PRE-ARMY LEADERSHIP DEVELOPMENT PROGRAMS - $70,000 THE KEMACH FOUNDATION - $100,000 THE YAACOV HERZOG CENTER FOR JEWISH STUDIES - $40,000 TIKVOT - $10,000 TISHKOFET - $65,000 TMURA: THE ISRAEL PUBLIC SERVICE VENTURE FUND - $275,000 TSOFEN HIGH TECHNOLOGY CENTERS - $55,000 UNITED HATZALAH OF ISRAEL - $52,000 UPPER GALILEE LEADERSHIP INSTITUTE - $50,000 VAN LEER JERUSALEM INSTITUTE - $62,000 WEIZMANN INSTITUTE OF SCIENCE - $140,000 WORLD ORT - $446,000 YAD RIVA - LEGAL REPRESENTATION FOR THE ELDERLY - $75,000 YAHALOM - PARENTS AND CHILDREN STUDY TOGETHER - $90,000 YERUSHALMIM - $75,000 YITZCHAK RABIN LEADERSHIP DEVELOPMENT PROGRAM (MECHINAH) - $43,000 ZAYIT - CENTER FOR JEWISH CULTURE AND IDENTITY IN EMEK HEFER - $41,000 X X X X X X 0 1 0 0 0 0 0 0 0 JOHN SRUSKAY SCH JPART III 494000 0 0 0 2657000 0 115000 0 35000 0 3301000 0 1434000 0 IRVIN A ROSENTHAL 325000 0 0 0 5000 0 34000 0 31000 0 395000 0 0 0 ELLEN ZIMMERMAN 255000 0 0 0 2000 0 14000 0 34000 0 305000 0 0 0 MARK MEDIN 321000 0 0 0 3000 0 10000 0 27000 0 361000 0 0 0 ALISA RUBIN KURSHAN 272000 0 0 0 3000 0 20000 0 26000 0 321000 0 0 0 STUART TAUBER 231000 0 0 0 3000 0 19000 0 32000 0 285000 0 0 0 ROBERTA LEINER 185000 0 0 0 3000 0 18000 0 28000 0 234000 0 0 0 COLIN AMBROSE 342000 0 383000 0 1000 0 3000 0 23000 0 752000 0 0 0 LAWRENCE SWILLING 223000 0 0 0 2000 0 11000 0 32000 0 268000 0 0 0 ARON GRODINSKY 216000 0 0 0 1000 0 2000 0 30000 0 249000 0 0 0 WILLIAM SAMERS 211000 0 0 0 1000 0 4000 0 38000 0 254000 0 0 0 REUBEN ROMIROWSKY 193000 0 0 0 2000 0 11000 0 31000 0 237000 0 0 0 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, 2011 - JUNE 30, 2012: JOHN S. RUSKAY - $39,000* IRVIN A. ROSENTHAL - $10,000 MARK MEDIN - $5,000 ALISA RUBIN KURSHAN - $2,000 PART II, LINE 1: *DR. RUSKAY'S BASE COMPENSATION INCLUDED ON FORM W-2 FOR THE 2011 CALENDAR YEAR WAS $494,000. WHEN DR. RUSKAY BECAME EXECUTIVE VICE PRESIDENT AND CEO IN 1999, UJA-FEDERATION'S COMPENSATION COMMITTEE, COMPRISED OF SENIOR VOLUNTEER LEADERSHIP, ESTABLISHED A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN (THE PLAN) UNDER INTERNAL REVENUE CODE SECTION 457(F). UNDER THE PLAN, DR. RUSKAY ACCRUED SUPPLEMENTAL RETIREMENT BENEFITS THAT VESTED WHEN HE REACHED AGE 65, PROVIDED HE WAS THEN EMPLOYED BY UJA-FEDERATION. THE COST OF THE EXPECTED BENEFIT WAS ACCRUED EACH YEAR ON A GAAP BASIS AND REFLECTED IN UJA-FEDERATION'S AUDITED FINANCIAL STATEMENTS AND FORM 990 FILINGS. SINCE THE ADOPTION OF THE CURRENT FORM 990 RULES IN UJA-FEDERATION'S 2009 FISCAL YEAR, THE ANNUAL CHANGE IN ACTUARIAL VALUE OF DR. RUSKAY'S BENEFIT HAS BEEN REPORTED ON SCHEDULE J. HAVING SATISFIED THE PLAN'S AGE AND EMPLOYMENT REQUIREMENTS IN AUGUST 2011, DR. RUSKAY'S BENEFIT VESTED AND THE ACTUARIALLY CALCULATED TAXABLE BENEFIT OF $2,640,000 WAS INCLUDED IN HIS FORM W-2 FOR CALENDAR YEAR 2011. UNDER THE TERMS OF THE PLAN, DR. RUSKAY RECEIVED AN INITIAL DISTRIBUTION OF $1,332,000 IN AUGUST 2011, REPRESENTING THE INCOME AND PAYROLL TAXES DUE ON THE VESTED BENEFIT. THE REMAINING BENEFIT, INCLUDING FUTURE ACCRUALS TO BE EARNED UNDER THE PLAN, WILL BE PAID TO DR. RUSKAY AT THE TERMINATION OF HIS EMPLOYMENT BY UJA-FEDERATION, EXCEPT THAT THE INCOME AND PAYROLL TAXES DUE ON SUCH FUTURE ACCRUALS WILL BE PAID ANNUALLY. PART II, LINE 8, COLUMN B(II): BONUS COMPENSATION EARNED FOR TWO SEPARATE YEARS WERE BOTH PAID WITHIN CALENDAR YEAR 2011. NYC INDUSTRIAL DEVELOPMENT AGENCY 132906040 64971CX74 2004-06-17 67998000 FACILITY RENOVATION 0 0 0 NYC INDUSTRIAL DEVELOPMENT AGENCY 132906040 649438JF6 2012-05-30 25382000 CURRENT REFUNDING ISSUE 0 0 0 6820000 70393000 6851000 655000 62887000 2006 0 0 1 1 25000000 25382000 382000 1 0 1 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 1 JPMORGAN CHASE 7.000000000000 0 0 1 AIG 2.300000000000 1 0 0 0 0 0 0 0 0 PART IV, LINE 2, COLUMN A: UJA-FEDERATION EXERCISED THE CONVERSION FEATURE TO REMARKET THE VARIABLE RATE PORTION OF THE ORIGINAL BOND ISSUE AS A FIXED RATE OBLIGATION. STEEL PARTNERS COMMON DIR ANTIGNAS 518000 SEE PART V BELOW 0 APOLLO REAL EST ADVISORS DIR.MACK>5%INTEREST 3513000 SEE PART V BELOW 0 GREENBRIAR EQUITY GRP LLC DIR.BECKMAN MGR PTR 1468000 SEE PART V BELOW 0 PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: STEEL PARTNERS - TRANSACTIONS RELATED TO UJA-FEDERATION'S REDEMPTION OF ITS INVESTMENT IN STEEL PARTNERS OFFSHORE FUND LTD. THE INDEPENDENT INVESTMENT COMMITTEE OF UJA-FEDERATION APPROVES ALL OF THE ORGANIZATION'S INVESTMENT ADDITIONS AND REDEMPTIONS.APOLLO REAL ESTATE ADVISORS - TRANSACTIONS PERTAINED TO CAPITAL CALLS ($2,787,000) AND DISTRIBUTIONS ($726,000) RELATED TO THE ORGANIZATION'S INVESTMENTS IN APOLLO REAL ESTATE INVESTMENT FUND III, L.P. AND APOLLO EUROPEAN REAL ESTATE INVESTMENT FUND III, L.P. ALL TRANSACTIONS WERE APPROVED BY THE INDEPENDENT INVESTMENT COMMITTEE OF UJA-FEDERATION.GREENBRIAR EQUITY GROUP LLC - TRANSACTIONS PERTAINED TO CAPITAL CALLS ($771,000) AND DISTRIBUTIONS ($697,000) RELATED TO THE ORGANIZATION'S INVESTMENT IN GREENBRIAR EQUITY FUND II, L.P. ALL TRANSACTIONS WERE APPROVED BY THE INDEPENDENT INVESTMENT COMMITTEE OF UJA-FEDERATION. X 335 4900000 SELLING PRICE X ISRAEL BONDS 26 1542000 FACE VALUE 0 1 1 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 CURRENT OFFICERS, DIRECTORS AND KEY EMPLOYEES: JOEL BECKMAN, DIRECTOR AND SHARI L. BECKMAN, DIRECTOR - FAMILY RELATIONSHIP CAROL EINIGER, DIRECTOR AND ROGER W. EINIGER, TREASURER/DIRECTOR - FAMILY RELATIONSHIP CHERYL FISHBEIN, DIRECTOR AND PHILIP SCHATTEN, DIRECTOR - FAMILY RELATIONSHIP EMILY GINDI, DIRECTOR AND DR. MIRIAM CASLOW, DIRECTOR - FAMILY RELATIONSHIP STEPHEN J. GIRSKY, DIRECTOR AND LAURIE GIRSKY, DIRECTOR - FAMILY RELATIONSHIP LAWRENCE C. GOTTLIEB, DIRECTOR AND MARILYN GOTTLIEB, DIRECTOR - FAMILY RELATIONSHIP JENNIFER GROSS, DIRECTOR AND JOSEPH S. ALLERHAND, DIRECTOR - FAMILY RELATIONSHIP JENNIFER S. HARRIS, DIRECTOR AND JONATHAN M. HARRIS, DIRECTOR - FAMILY RELATIONSHIP NAOMI KRONISH, DIRECTOR AND PAUL KRONISH, DIRECTOR - FAMILY RELATIONSHIP CAROL L. LEVIN, DIRECTOR AND JERRY W. LEVIN, PRESIDENT/DIRECTOR - FAMILY RELATIONSHIP WILLIAM L. MACK, DIRECTOR AND ALAN S. BERNIKOW, DIRECTOR - BUSINESS RELATIONSHIP WILLIAM L. MACK, DIRECTOR AND DAVID SILVERS, DIRECTOR - BUSINESS RELATIONSHIP SARA NATHAN, DIRECTOR AND JOEL D. KAZIS, DIRECTOR - FAMILY RELATIONSHIP TINA PRICE, DIRECTOR AND STEVEN PRICE, DIRECTOR - FAMILY RELATIONSHIP STEPHEN R. REINER, DIRECTOR AND PHILIP SCHATTEN, DIRECTOR - BUSINESS RELATIONSHIP DAVID SILVERS, DIRECTOR AND PATRICIA SILVERS, DIRECTOR - FAMILY RELATIONSHIP HARRIET G. SINGER, DIRECTOR AND SCOTT SINGER, DIRECTOR - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS: THE PRINCIPAL MODIFICATIONS TO UJA-FEDERATION'S BYLAWS DURING FISCAL YEAR 2012 RELATED TO: 1.THE REQUISITE BOARD VOTE REGARDING: -THE ADMISSION OR TERMINATION OF AFFILIATED ORGANIZATIONS, AS DEFINED. -AMENDMENTS OF MATERIAL TERMS OF THE BYLAWS. 2.THE ADDITION OF OR CHANGES TO EXISTING ARTICLES CONCERNING: -COMPENSATION PROCEDURES TO REFLECT BEST PRACTICES. -THE FAILURE OF BOARD MEMBERS TO SUBMIT THEIR REQUIRED ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. -THE INDEMNIFICATION OF A "COMMISSION" OR BOARD COMMITTEE MEMBER. -THE REMOVAL OF DIRECTORS IN CERTAIN CIRCUMSTANCES. -THE COMPOSITION OF THE EXECUTIVE COMMITTEE. -THE TERM OF THE CHAIR OF THE INVESTMENT COMMITTEE. -SERVICE ON NOMINATING COMMITTEES. 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 DISTRIBUTED 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. EMPLOYEESS, AND HIGHEST COMPENSATED EMPLOYEES - SECTION A, COLUMN B - FORM 990, PART VII, COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -30,652,000. IMPUTED RENTAL INCOME 12,929,000. POSTRETIREMENT BENEFIT CHANGES OTHER THAN NET PERIODIC BENEFIT COST -525,000. TOTAL TO FORM 990, PART XI, LINE 5: -18,248,000. UJA-FED PROPERTIES INC 130 EAST 59TH STREET NEW YORK NY 10022 134043266 REAL ESTATE HOLDING COMPANY NY 501(C)(2) UJA-FEDERATION 1 U F PROPERTY CORP 130 EAST 59TH STREET NEW YORK NY 10022 510188274 REAL ESTATE HOLDING COMPANY NY 501(C)(2) UJA-FEDERATION 1 FEDERATION THRIFT SHOP INC 130 EAST 59TH STREET NEW YORK NY 10022 132854418 PUBLIC CHARITY NY 501(C)(3) SCHEDULE A, LINE 9 UJA-FEDERATION 1 JEWISH COMMUNAL FUND 575 MADISON AVENUE NEW YORK NY 10022 237174183 PUBLIC CHARITY NY 501(C)(3) SCHEDULE A, LINE 7 SEE SCHEDULE R PART VII 1 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 SEE SCHEDULE R PART VII 1 BLAU FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133386869 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 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 SEE SCHEDULE R PART VII 1 JEREMIAH KAPLAN FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133386871 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 SAUL & IRIS KATZ FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133652757 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 LEVY FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133499576 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 CHUCK GOLDMAN FAMILY SUPPORTING FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133458302 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE LOIS CONWAY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133797216 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 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 SEE SCHEDULE R PART VII 1 THE ROBERT & MARILYN FRIEDSON FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133801041 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 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 SEE SCHEDULE R PART VII 1 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 SEE SCHEDULE R PART VII 1 THE GURWIN FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133740545 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE JOAN AND JEROME R JAKUBOVITZ FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133797217 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 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 SEE SCHEDULE R PART VII 1 THE OSTROVER FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133707176 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 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 SEE SCHEDULE R PART VII 1 THE PJ FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133864963 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE SELTZER FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133799971 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE JEANNETTE R & SIDNEY L SOLOMON FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133852165 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 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 SEE SCHEDULE R PART VII 1 THE 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 SEE SCHEDULE R PART VII 1 THE MARC & HARRIET SUVALL FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133978407 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE ROSE & ISIDOR NAGOR & ANNETTE & ABRAHAM LEVINE FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 133925666 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE CASLOW FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 134008908 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE FRIDSON FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 134082250 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE BUNIM FUND 130 EAST 59TH STREET NEW YORK NY 10022 134091263 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE FREDMAN LICHTENSTEIN FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 134131687 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE KROLL KIDS FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 800005380 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 DAVID AND JUDY FLEISCHER FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 030433540 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE PORGES FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 542083408 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE ERIC & TAMAR GOLDSTEIN FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 161647207 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE TAMEAD FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 562305424 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE WANDERER FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 593814958 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE ACKMAN FAMILY FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 562589000 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 THE ZIFF HERITAGE FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 510599051 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 BARON DE HIRSCH FUND 130 EAST 59TH STREET NEW YORK NY 10022 135562971 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 MI HAAS SUPPORTING FOUNDATION 130 EAST 59TH STREET NEW YORK NY 10022 134091502 SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII 1 ANONYMOUS WAS A WOMAN FOUNDATION 130 EAST 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STREET NEW YORK NY 10022 137081505 CHARITABLE REMAINDER TRUST NY N/A T 486000 0.67400 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 THE CAROLINE & JOSEPH S GRUSS LIFE MONUMENT FUNDS INC B 3054000 GRANTS MADE JEWISH COMMUNAL FUND C 15966000 GRANTS RECEIVED THE JOEL & ORA BENTON MONROE BENTON MEMORIAL FOUNDATION C 827000 GRANTS RECEIVED THE RICHARD C & LISA N PERRY FOUNDATION C 100000 GRANTS RECEIVED THE ERIC & TAMAR GOLDSTEIN FOUNDATION C 83000 GRANTS RECEIVED THE KROLL KIDS FOUNDATION C 50000 GRANTS RECEIVED JEWISH COMMUNAL FUND P 1949000 ACTUAL EXPENSE AMOUNTS JEWISH WOMEN'S FOUNDATION OF NEW YORK INC P 343000 ACTUAL EXPENSE AMOUNTS UJA-FED PROPERTIES INC Q 281000 ACTUAL CASH TRANSFERS JEWISH WOMEN'S FOUNDATION OF NEW YORK INC Q 167000 ACTUAL CASH TRANSFERS SCHEDULE R, PART II, COLUMN (F) - DIRECT CONTROLLING ENTITY THE RELATED TAX-EXEMPT ORGANIZATIONS IN PART II INCLUDE THE JEWISH COMMUNAL FUND ("JCF"), A DONOR ADVISED FUND OF WHICH UJA-FEDERATION IS THE SOLE MEMBER, THE CAROLINE AND JOSEPH S. GRUSS LIFE MONUMENT FUNDS ("GRUSS FUNDS"), AND 39 OTHER SUPPORTING ORGANIZATIONS. ALTHOUGH JCF, THE GRUSS FUNDS, AND THE OTHER 39 SUPPORTING ORGANIZATIONS MEET THE DEFINITION OF A CONTROLLED ENTITY UNDER INTERNAL REVENUE CODE SECTION 512(B)(13),UJA FEDERATION, JCF, AND THE GRUSS FUNDS DO NOT BELIEVE THAT THE ASSETS OF JCF AND THE GRUSS FUNDS ARE AVAILABLE TO MEET THE OBLIGATIONS OF UJA-FEDERATION. SIMILARLY, ATLTHOUGH UJA-FEDERATION NAMES A MAJORITY OF THE DIRECTORS OF EACH OF THE 39 OTHER SUPPORTING ORGANIZATIONS AND ALTHOUGH UJA-FEDERATION AND ITS NETWORK AGENCIES RECEIVED APPROXIMATELY 27.1% AND 11.7%, RESPECTIVELY, OF THE TOTAL GRANTS MADE BY THESE SUPPORTING ORGANIZATIONS DURING THE FIVE YEAR PERIOD ENDED JUNE 30, 2012, THE DIRECTORS OF THE SUPPORTING ORGANIZATIONS HAVE AN INDEPENDENT FIDUCIARY DUTY TO THE ORGANIZATIONS. AS A RESULT, UJA-FEDERATION BELIEVES THAT THE ASSETS OF THESE SUPPORTING ORGANIZATIONS ARE NOT AVAILABLE TO MEET THE OBLIGATIONS OF UJA-FEDERATION.