2012-05-10T13:37:16-05:00 2011-06-30 990 2010-07-01 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 2012-05-10 2010 2016-02-24 21:20:13Z UJA-FEDERATION OF NEW YORK INC JOHN S RUSKAY 130 EAST 59TH STREET NEW YORK NY 10022 954231000 0 X WWW.UJAFEDNY.ORG X 1975 NY REFER TO FORM 990, PART III, LINE 1 162 161 473 4000 1709000 -937816 173778000 152562000 319000 326000 85587000 81512000 1071000 46000 260755000 234446000 153462000 149553000 0 0 39720000 41507000 0 0 29236000 25094000 25169000 218276000 216229000 42479000 18217000 1110867000 1228189000 195892000 208997000 914975000 1019192000 X THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES 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 (CONTINUED)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 72897000 66040000 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. 48398000 43846000 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. 43786000 39667000 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. 165081000 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 1 578 0 1 473 1 1 1 1 BD 0 0 0 1 1 0 0 0 0 X 162 161 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 X JERRY W LEVIN X X 0 0 0 ALISA R DOCTOROFF X X 0 0 0 ROGER W EINIGER X X 0 0 0 ERIC S GOLDSTEIN 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 JONATHAN M HARRIS 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 LAWRENCE C GOTTLIEB X 0 0 0 MICHAEL G JESSELSON X 0 0 0 MARCIA RIKLIS X 0 0 0 JEFFREY M STERN X 0 0 0 PHILIP ALTHEIM X 0 0 0 NURIT AMDUR X 0 0 0 JUDITH K BAUM X 0 0 0 JOEL BECKMAN X 0 0 0 SHARI L BECKMAN X 0 0 0 FROMA B BENEROFE X 0 0 0 ALAN S BERNIKOW 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 RUTH BRAUSE X 0 0 0 AMY BRESSMAN X 0 0 0 LEWIS S BROAD 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 PAUL M CORWIN X 0 0 0 ELLEN DE JONGE-OZERI X 0 0 0 KIM DICKSTEIN X 0 0 0 CAROL EINIGER 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 STEPHEN J GIRSKY X 0 0 0 ALLAN H GLICK X 0 0 0 ALAN GOLDBERG X 0 0 0 MURIEL GOLDBERG X 0 0 0 ERIC S GOLDSCHMIDT X 0 0 0 WAYNE K GOLDSTEIN X 0 0 0 LESLEY GOLDWASSER X 0 0 0 CINDY R GOLUB X 0 0 0 CLIFFORD GREENBERG X 0 0 0 DOREE GREENBERG X 0 0 0 JENNIFER GROSS X 0 0 0 JEN HARRIS X 0 0 0 JOHN A HERRMANN JR X 0 0 0 ARTHUR HERSHAFT 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 STEPHANIE R JOSEPH X 0 0 0 TRICIA KALLETT X 0 0 0 KAREN SPAR KASNER X 0 0 0 JUDY KAUFTHAL X 0 0 0 RICHARD L KAY X 0 0 0 JOEL D KAZIS X 0 0 0 RABBI YAAKOV KERMAIER X 0 0 0 MICHAEL H KERR X 0 0 0 CARA KLEIN X 0 0 0 DAVID KLEINHANDLER X 0 0 0 ROSEMARIE KLIPPER X 0 0 0 CANDICE B KOERNER X 0 0 0 MEYER KOPLOW X 0 0 0 PAUL J KONIGSBERG X 0 0 0 JOYCE L KRAMER X 0 0 0 LYNN KORDA KROLL X 0 0 0 NAOMI KRONISH X 0 0 0 PAUL KRONISH X 0 0 0 ALICE L KULICK X 0 0 0 RICHARD S LANE X 0 0 0 MICHAEL J LEFFELL X 0 0 0 ALISA F LEVIN X 0 0 0 CAROL L LEVIN X 0 0 0 RABBI ROBERT N LEVINE 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 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 BARBARA G NOVICK X 0 0 0 DOUGLAS PHILLIPS 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 STEVEN PRICE X 0 0 0 KARINA RABEI-PLOTKO X 0 0 0 ANNA RACHMANSKY X 0 0 0 GENE RACHMANSKY X 0 0 0 STEPHEN R REINER X 0 0 0 MINDY RICHENSTEIN X 0 0 0 PENNY ROSEN X 0 0 0 JILL ROSENBERG X 0 0 0 RABBI JONATHAN I ROSENBLATT X 0 0 0 SAMUEL W ROSENBLATT X 0 0 0 KEITH ROSENBLOOM X 0 0 0 RABBI PETER J RUBINSTEIN 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 BARBARA GINSBURG SHAPIRO X 0 0 0 STEPHEN D SHAPIRO X 0 0 0 SCOTT SHAY X 0 0 0 PATRICIA 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 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 BONNIE TISCH X 0 0 0 LYNN TOBIAS X 0 0 0 LESLIE J TOPPER X 0 0 0 V DAVID VALGER X 0 0 0 ELIZABETH VARET 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 B WOLITZER X 0 0 0 JONATHON YORMAK X 0 0 0 LYNN ZISES X 0 0 0 JOHN S RUSKAY 35.00 X 462000 0 120000 IRVIN A ROSENTHAL 35.00 X 321000 0 33000 ELLEN ZIMMERMAN 35.00 X 252000 0 37000 ALISA RUBIN KURSHAN 35.00 X 264000 0 30000 LOUISE GREILSHEIMER 35.00 X 268000 0 59000 STUART TAUBER 35.00 X 258000 0 36000 PAUL KANE 35.00 X 171000 0 15000 COLIN AMBROSE 35.00 X 345000 0 69000 GAIL REISS 35.00 X 250000 0 26000 LAWRENCE SWILLING 35.00 X 226000 0 17000 ARON GRODINSKY 35.00 X 217000 0 26000 WILLIAM SAMERS 35.00 X 212000 0 30000 3246000 0 498000 77 0 1 0 oXFORD HEALTH PLANS PO BOX 26973 NEW YORK NY 10087 HEALTH INSURANCE 4907000 GIL TRAVEL(SUBSTANTIALLY ALL REIMBURSED) 1511 WALNUT STREET PHILADELPHIA PA 19102 MISSION & OTHER BUSINESS TRAVEL 1324000 FLIK INTERNATIONAL CORP PO BOX 91337 CHICAGO IL 60693 FOOD SERVICE PROVIDER 925000 FOJP SERVICE CORP PO BOX 10073 UNIONDALE NY 11555 INSURANCE 724000 PRINCIPAL BUILDING SERVICE LLC 1501 BROADWAY 24TH FLOOR NEW YORK NY 10036 JANITORIAL 634000 53 24374000 18922000 109266000 9502000 152562000 TRUST FOR DISAB ADULTS 900099 197000 197000 PUBLIC POLICY SERVICES 900099 64000 64000 65000 65000 326000 15694000 13985000 1709000 39000 39000 39000 39000 780009000 714191000 65818000 65818000 65818000 5068000 24374000 5594000 -526000 -526000 PENSION PLAN ADMIN FEE 561000 129000 129000 404000 404000 533000 234446000 80662000 1709000 -487000 146229000 146229000 2628000 2628000 696000 696000 2720000 806000 803000 1111000 28833000 7452000 7649000 13732000 3322000 859000 881000 1582000 4509000 1165000 1197000 2147000 2123000 549000 563000 1011000 205000 53000 54000 98000 366000 366000 35000 35000 4410000 4410000 2518000 651000 668000 1199000 1021000 224000 144000 653000 3081000 788000 840000 1453000 818000 112000 491000 215000 3154000 714000 829000 1611000 1014000 262000 269000 483000 83000 22000 22000 39000 2907000 640000 945000 1322000 3712000 899000 1142000 1671000 348000 2000 343000 3000 CREDIT CARD FEES 475000 475000 A/V SERVICES OUTSIDE 140000 36000 37000 67000 LIST MAINTENANCE 117000 117000 OUTSIDE CATERING 104000 13000 45000 46000 OUTSIDE PHOTO SERVICES 73000 4000 1000 68000 588000 242000 213000 133000 216229000 165081000 21912000 29236000 15952000 23024000 97258000 121781000 66535000 61162000 3527000 8452000 1827000 2305000 79972000 12851000 69967000 67121000 198599000 308255000 550997000 499962000 14088000 24210000 92117000 111917000 1110867000 1228189000 17166000 17026000 25438000 26239000 63614000 62228000 31246000 42091000 58428000 61413000 195892000 208997000 X 498298000 489432000 201744000 302938000 214933000 226822000 914975000 1019192000 1110867000 1228189000 X 18217000 86000000 X 0 1 1 X 0 X 225717000 177534000 159684000 173778000 152562000 889275000 225717000 177534000 159684000 173778000 152562000 889275000 889275000 17378000 14684000 6525000 11993000 14024000 64604000 3398000 2478000 1907000 2351000 1709000 11843000 1217000 696000 498000 445000 533000 3389000 969111000 32645000 0.91760 0.92180 X Schedule A, Part II, Line 10, Explanation of Other Income: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1000 34000 35000 216194000 216229000 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 24000 31000 33000 35000 123000 250000 250000 250000 250000 1000000 1500000 2000 1000 1000 4000 19 508000 1323000 23007000 0 0 0 1 727477000 24807000 141139000 -55683000 -9113000 -645000 827982000 694882000 43712000 66034000 -52428000 -24160000 -563000 727477000 875765000 34463000 -148765000 -55294000 -10825000 -462000 694882000 0.72000 0.27000 0.01000 0 0 1118000 1118000 73376000 9199000 64177000 5478000 3652000 1826000 67121000 MULTI-STRATEGY HEDGE FUNDS 244107000 F PRIVATE EQUITY/REAL-ESTATE 121830000 F INTEREST IN RELATED ORGANIZATIONS 33604000 C NON-PUBLIC EQUITIES 85132000 F STATE OF ISRAEL BONDS 13568000 C INTEREST IN OIL AND GAS PROPERTIES 1721000 F 499962000 ASSETS HELD UNDER CHARITABLE TRUST AGREEMENTS 45741000 AMOUNTS HELD ON BEHALF OF OTHER AGENCIES 42091000 NON-DEPRECIABLE PROPERTY 10809000 INTERCOMPANY RECEIVABLES 9298000 CASH SURRENDER VALUE - LIFE INSURANCE 2818000 OTHER 1160000 111917000 LIABILITIES UNDER CHARITABLE TRUST AND ANNUITY AGREEMENTS 56700000 ACCRUED POSTRETIREMENT BENEFITS 4713000 61413000 234446000 216229000 18217000 73494000 12506000 86000000 104217000 316692000 73494000 200000 12962000 86656000 230036000 4410000 4410000 234446000 212019000 200000 200000 211819000 4410000 4410000 216229000 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. Part XI, Line 8 - Other Adjustments: IMPUTED RENTAL INCOME 12,962,000. POSTRETIREMENT BENEFIT CHANGES OTHER THAN NET PERIODIC BENEFIT COST -456,000. Part XII, Line 2d - Other Adjustments: IMPUTED RENTAL INCOME 12,962,000. 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 5922000 MIDDLE EAST 1 5 PROGRAM SERVICES MONITORING OF GRANTS - REFER TO SCHEDULE F, PART V, SUPPLEMENTAL INFORMATION 588000 RUSSIA 0 0 GRANTMAKING 696000 1 6 0 0 1 6 7206000 0 7206000 RUSSIA STRENGTHEN THE JEWISH PEOPLE AND RENEW JEWISH LIFE 696000 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 TWO 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. WALL STREET DINNER 2146000 1818000 328000 335000 10000 14000 LION OF JUDAH LUNCHEON 1983000 1930000 53000 55000 16000 117 23993000 20626000 3367000 119000 2892000 232000 289000 28122000 24374000 3748000 119000 3282000 242000 319000 3962000 -214000 1 92ND STREET YM-YWHA 1395 LEXINGTON AVENUE NEW YORK NY 10128 131624229 501(C)(3) 817000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING AMERICAN FRIENDS OF PAIDEIA 1350 AVENUE OF THE AMERICAS NEW YORK NY 10019 432031997 501(C)(3) 78000 PEOPLEHOOD/JEWISH LIFE & LEARNING ARDEN HEIGHTS-BOULEVARD CENTER 1766 ARTHUR KILL ROAD STATEN ISLAND NY 10312 237325106 501(C)(3) 6000 CARING/PEOPLEHOOD ASSOCIATED CAMPS INC - BLOCK & HEXTER VACATION CENTER UNIT A-109271 ROUTE 46 FAIRFIELD NJ 07004 237037974 501(C)(3) 96000 135000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER 15 NEIL COURT OCEANSIDE NY 11572 112002556 501(C)(3) 930000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING BERKSHIRE HILLS-EMANUEL CAMPS SUITE 3D547 SAW MILL RIVER ROAD ARDSLEY NY 10502 131739934 501(C)(3) 225000 PEOPLEHOOD/JEWISH LIFE & LEARNING BETH ABRAHAM HEALTH SERVICES 612 ALLERTON AVENUE BRONX NY 10467 131739920 501(C)(3) 84000 CARING BETH ISRAEL MEDICAL CENTER 1ST AVENUE AT 16TH STREET NEW YORK NY 10003 135564934 501(C)(3) 236000 CARING BIKKURIM AN INCUBATOR FOR NEW JEWISH IDEAS 25 BROADWAY NEW YORK NY 10004 134301247 501(C)(3) 60000 JEWISH LIFE & LEARNING BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33RD 7TH FLOOR NEW YORK NY 10016 134092050 501(C)(3) 195000 JEWISH LIFE & LEARNING BLOOMINGDALE SCHOOL OF MUSIC 323 WEST 108TH STREET NEW YORK NY 10025 132562192 501(C)(3) 25000 CARING BLYTHEDALE CHILDREN'S HOSPITAL 95 BRADHURST AVENUE VALHALLA NY 10595 121739922 501(C)(3) 15000 CARING BRONX HOUSE JEWISH COMMUNITY CENTER 990 PELHAM PARKWAY SOUTH BRONX NY 10461 131739935 501(C)(3) 324000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING BRONX JEWISH COMMUNITY COUNCIL 2930 WALLACE AVENUE BRONX NY 10467 132744533 501(C)(3) 249000 CARING BRONX RIVERDALE YM-YWHA 5625 ARLINGTON AVENUE BRONX NY 10471 131740407 501(C)(3) 506000 2000 FMV IMPUTED INTEREST CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING CAMP DORA GOLDING 5515 NEW UTRECHT AVENUE BROOKLYN NY 11219 136000413 501(C)(3) 89000 78000 APPRAISAL IMPUTED RENT EPOPLEHOOD/JEWISH LIFE & LEARNING CAMPS MOGEN AVRAHAM HELLER STERNBERG INC 1123 BROADWAY SUITE 1011 NEW YORK NY 10010 510188244 501(C)(3) 197000 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 LIFE & LEARNING CENTRAL QUEENS YM & YWHA 67-09 108TH STREET FOREST HILLS NY 11375 111633509 501(C)(3) 668000 8000 FMV IMPUTED INTEREST CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING CITY UNIVERSITY OF NY 535 EAST 80TH STREET NEW YORK NY 10075 133893536 501(C)(3) 66000 CARING COALITION OF BEHAVIORAL HEALTH AGENCIES INC 90 BROAD STREET NEW YORK NY 10004 132729071 501(C)(3) 13000 CARING CONGREGATION BAITH ISRAEL ANSHEI EMES (THE KANE STREET SYNAGOGUE) 236 KANE STREET BROOKLYN NY 11231 116003230 501(C)(3) 17000 JEWISH LIFE & LEARNING CONGREGATION BETH ELOHIM 274 GARFIELD PLACE BROOKLYN NY 11215 111672755 501(C)(3) 29000 PEOPLEHOOD/JEWISH LIFE & LEARNING CONGREGATION KOL AMI 252 SOUNDVIEW AVENUE WHITE PLAINS NY 10606 131739991 501(C)(3) 12000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING CORNELL UNIVERSITY 130 EAST SENECA STREET SUITE 400 ITHACA NY 14850 222848738 501(C)(3) 79000 CARING COUNCIL OF JEWISH EMIGRE COMMUNITY ORGANIZATION INC (COJECO) 261 MADISON AVENUE SUITE 1504 NEW YORK NY 10016 133955736 501(C)(3) 722000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING DOR CHADASH 165 EAST 56TH STREET NEW YORK NY 10022 203113544 501(C)(3) 145000 PEOPLEHOOD/JEWISH LIFE & LEARNING DOROT INC 171 WEST 85TH STREET NEW YORK NY 10024 133264005 501(C)(3) 319000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING EDEN VILLAGE CAMP 392 DENNYTOWN PUTNAM VALLEY NY 10579 264373931 501(C)(3) 255000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING EDITH AND CARL MARKS JEWISH COMMUNITY HOUSE OF BENSONHURST 7802 BAY PARKWAY BROOKLYN NY 11214 111633484 501(C)(3) 1721000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING EDUCATION THROUGH MUSIC 122 EAST 42ND STREET SUITE 1501 NEW YORK NY 10168 133613210 501(C)(3) 25000 CARING ELAINE KAUFMAN CULTURAL CENTER ABRAHAM GOODMAN HOUSE 129 W 67TH STREET NEW YORK NY 10023 131991118 501(C)(3) 25000 CARING FEGS HEALTH AND HUMAN SERVICES SYSTEM 315 HUDSON STREET NEW YORK NY 10013 131624000 501(C)(3) 5430000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING FOOTSTEPS INC 217 THOMPSON STREET SUITE 367 NEW YORK NY 10012 200666923 501(C)(3) 7000 JEWISH LIFE & LEARNING FOUNDATION FOR JEWISH CAMP INC 15 WEST 36TH STREET 13TH FLOOR NEW YORK NY 10018 223551013 501(C)(3) 200000 JEWISH LIFE & LEARNING FOUNDATION FOR JEWISH CULTURE PO BOX 489 NEW YORK NY 10011 131927751 501(C)(3) 200000 JEWISH LIFE & LEARNING FRIENDS OF ISRAEL & RESCUE SERVICES 17 HOLLYWOOD DRIVE PLAINVIEW NY 11803 200298896 501(C)(3) 25000 CARING FRIENDS OF YEMIN ORDE INC 12230 WILKINS AVENUE ROCKVILLE MD 20852 223090463 501(C)(3) 100000 CARING/PEOPLEHOOD GURWIN JEWISH NURSING & REHABILITATION CENTER 68 HAUPPAUGE ROAD COMMACK NY 11725 112785201 501(C)(3) 113000 CARING HANNAH SENESH COMMUNITY DAY SCHOOL 342 SMITH STREET BROOKLYN NY 11231 203330699 501(C)(3) 30000 JEWISH LIFE & LEARNING HAZON INC 125 MAIDEN LANE SUITE 8B NEW YORK NY 10038 134087102 501(C)(3) 67000 PEOPLEHOOD/JEWISH LIFE & LEARNING HEBREW EDUCATIONAL SOCIETY 9502 SEAVIEW AVENUE BROOKLYN NY 11236 111642720 501(C)(3) 498000 685000 APPRAISAL AND FMV IMPUTED RENT AND INTEREST CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING HEBREW FREE BURIAL ASSOCIATION INC 224 WEST 35TH STREET ROOM 300 NEW YORK NY 10001 135596755 501(C)(3) 47000 CARING HEBREW FREE LOAN SOCIETY 675 3RD AVENUE SUITE 1905 NEW YORK NY 10017 135562239 501(C)(3) 333000 14000 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) 208000 JEWISH LIFE & LEARNING HENRY KAUFMANN CAMPGROUNDS INC 667 BLAUVELT ROAD PEARL RIVER NY 10965 135633239 501(C)(3) 2434000 3206000 APPRAISAL IMPUTED RENT PEOPLEHOOD/JEWISH LIFE & LEARNING HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 800 EIGHTH STREET NW WASHINGTON DC 20001 521844823 501(C)(3) 1457000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING HOPE FOR HEROISM 5901 WILSON AVENUE SOUTH SEATTLE WA 98118 912105756 501(C)(3) 25000 PEOPLEHOOD HUMAN SERVICES COUNCIL OF NEW YORK CITY 130 EAST 59TH STREET NEW YORK NY 10022 133620059 501(C)(3) 18000 CARING INSTITUTE FOR JEWISH COMMUNITY RESEARCH BE'CHOL LASHON 27 WEST 24TH STREET NEW YORK NY 10010 943307253 501(C)(3) 25000 PEOPLEHOOD ISABELLA FREEDMAN JEWISH RETREAT CENTER 116 JOHNSON ROAD FALLS VILLAGE CT 06031 131623922 501(C)(3) 526000 PEOPLEHOOD/JEWISH LIFE & LEARNING JDUB RECORDS 295 LAFAYETTE STREET SUITE 501 NEW YORK NY 10012 270095012 501(C)(3) 60000 JEWISH LIFE & LEARNING JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 132 WEST 31ST STREET 15TH FLOOR NEW YORK NY 10001 132620896 501(C)(3) 2667000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES INC 135 WEST 50TH STREET 6TH FLOOR NEW YORK NY 10020 135564937 501(C)(3) 6847000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING JEWISH CHILD CARE ASSOCIATION OF NEW YORK 120 WALL STREET NEW YORK NY 10005 131624060 501(C)(3) 1015000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING JEWISH COMMUNAL FUND 575 MADISON AVENUE SUITE 703 NEW YORK NY 10022 237174183 501(C)(3) 700000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING JEWISH COMMUNITY CENTER OF MID-WESTCHESTER 999 WILMOT ROAD SCARSDALE NY 10583 133617061 501(C)(3) 641000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING JEWISH COMMUNITY CENTER OF STATEN ISLAND 1466 MANOR ROAD STATEN ISLAND NY 10314 135562256 501(C)(3) 836000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING JEWISH COMMUNITY CENTER OF THE GREATER FIVE TOWNS 207 GROVE AVENUE CEDARHURST NY 11516 112546437 501(C)(3) 700000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING JEWISH COMMUNITY CENTERS ASSOCIATION 520 EIGHTH AVENUE 4TH FLOOR NEW YORK NY 10018 135599486 501(C)(3) 7000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING JEWISH COMMUNITY RELATIONS COUNCIL OF NEW YORK INC 225 WEST 34TH STREET SUITE 1607 NEW YORK NY 10122 132869041 501(C)(3) 1369000 PEOPLEHOOD/JEWISH LIFE & LEARNING JEWISH COUNCIL FOR PUBLIC AFFAIRS 116 EAST 27TH STREET 10TH FLOOR NEW YORK NY 10016 131624104 501(C)(3) 75000 PEOPLEHOOD JEWISH FEDERATION OF ROCKLAND COUNTY 450 WEST NYACK ROAD WEST NYACK NY 10994 133268920 501(C)(3) 12000 PEOPLEHOOD JEWISH FEDERATIONS OF NORTH AMERICA - FOR BIRTHRIGHT ISRAEL 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)(3) 1571000 JEWISH LIFE & LEARNING JEWISH FEDERATIONS OF NORTH AMERICA - FOR NATIONAL ORGANIZATIONS 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)(3) 1801000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)(3) 5005000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING JEWISH FEDERATIONS OF NORTH AMERICA - FOR JAFI 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)(3) 31042000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING JEWISH FEDERATIONS OF NORTH AMERICA - FOR JDC 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)(3) 12519000 CARING/JEWISH LIFE & LEARNING JEWISH FEDERATIONS OF NORTH AMERICA - OVERSEASTARGETED GRANTS 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)(3) 11801000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING SEE PART IV - SUPPL INFO JEWISH FUNDS FOR JUSTICE 330 SEVENTH AVENUE SUITE 1902 NEW YORK NY 10001 521332694 501(C)(3) 132000 JEWISH LIFE & LEARNING JEWISH GENETIC DISEASE CONSORTIUM 450 WEST END AVENUE NEW YORK NY 10024 204682324 501(C)(3) 50000 CARING JEWISH HEART FOR AFRICA 520 EIGHTH AVENUE 4TH FLOOR NEW YORK NY 10018 331186746 501(C)(3) 10000 JEWISH LIFE & LEARNING JEWISH HOME LIFECARE 120 WEST 106TH STREET NEW YORK NY 10025 131624033 501(C)(3) 298000 CARING JEWISH THEOLOGICAL SEMINARY OF AMERICA 3080 BROADWAY NEW YORK NY 10027 130887640 501(C)(3) 81000 CARING KINGS BAY YM-YWHA 3495 NOSTRAND AVENUE BROOKLYN NY 11229 113068515 501(C)(3) 892000 728000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING KUPFERBERG CENTER PERFORMANCES QUEENS COLLEGE 6530 KISSENA BLVD FLUSHING NY 11367 116080521 501(C)(3) 6000 CARING LIMMUD NEW YORK C/O MAKOM HADASH 125 MAIDEN LANE NEW YORK NY 10038 562428283 501(C)(3) 10000 JEWISH LIFE & LEARNING LONG ISLAND GAY AND LESBIAN YOUTH INC (LIGALY) 34 PARK AVENUE BAYSHORE NY 11706 113192966 501(C)(3) 25000 JEWISH LIFE & LEARNING MAIMONIDES MEDICAL CENTER 4802 TENTH AVENUE BROOKLYN NY 11219 111635081 501(C)(3) 200000 CARING MECHON HADAR 190 AMSTERDAM AVENUE NEW YORK NY 10023 264412164 501(C)(3) 150000 JEWISH LIFE & LEARNING MEDICAL DEVELOPMENT FOR ISRAELSCHNEIDER CHILDREN'S MEDICAL CENTER 295 MADISON AVENUE NEW YORK NY 10017 133140298 501(C)(3) 100000 CARING METROPOLITAN COUNCIL ON JEWISH POVERTY 80 MAIDIEN LANE 21ST FLOOR NEW YORK NY 10038 132738818 501(C)(3) 5466000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING METROPOLITAN JEWISH HEALTH SYSTEM 6323 SEVENTH AVENUE 3RD FLOOR BROOKLYN NY 11220 113538697 501(C)(3) 430000 CARING MID-ISLAND Y JEWISH COMMUNITY CENTER 45 MANETTO HILL ROAD PLAINVIEW NY 11803 111841899 501(C)(3) 559000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING MIDORI & FRIENDS 352 SEVENTH AVENUE SUITE 301 NEW YORK NY 10001 133682472 501(C)(3) 25000 CARING MONTEFIORE MEDICAL CENTER 111 EAST 210TH STREET BRONX NY 10467 131740114 501(C)(3) 183000 CARING MOSHOLU-MONTEFIORE COMMUNITY CENTER 3450 DEKALB AVENUE BRONX NY 10467 133622107 501(C)(3) 308000 216000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING MOUNT SINAI SCHOOL OF MEDICINE ANNENBERG BUILDING ONE GUSTAVE L LEVY PLACE 5TH FL NEW YORK NY 10029 136171197 501(C)(3) 258000 CARING MOVING TRADITIONS 115 WEST AVENUE SUITE 102 JENKINTOWN PA 19046 342015014 501(C)(3) 65000 JEWISH LIFE & LEARNING MUSEUM OF JEWISH HERITAGE A LIVING MEMORIAL TO THE HOLOCAUST 36 BATTERY PLACE NEW YORK NY 10280 133376265 501(C)(3) 37000 PEOPLEHOOD/JEWISH LIFE & LEARNING MUSIC FOR AUTISM 23 PINE HILL COURT BRIARCLIFF MANOR NY 10510 208858821 501(C)(3) 100000 CARING MY JEWISH LEARNING 377 5TH AVENUE 2ND FLOOR NEW YORK NY 10016 753121525 501(C)(3) 188000 JEWISH LIFE & LEARNING NATIONAL ASSOCIATION OF JEWISH CHAPLAINS 901 ROUTE 10 WHIPPANY NJ 07981 081288389 501(C)(3) 39000 CARING NEW YORK LEGAL ASSISTANCE GROUP 7 HANOVER SQUARE 18TH FLOOR NEW YORK NY 10004 133505428 501(C)(3) 1858000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING NEW YORK SERVICE FOR THE HANDICAPPED CAMP OAKHURST 1140 BROADWAY ROOM 903 NEW YORK NY 10001 135674230 501(C)(3) 61000 CARING/PEOPLEHOOD NEW YORK UNIVERSITY SCHOOL OF SOCIAL WORK ONE WASHINGTON SQUARE NORTH NEW YORK NY 10003 135562308 501(C)(3) 26000 CARING NORTH AMERICAN CONFERENCE ON ETHIOPIAN JEWRY - NEW YORK (NACOEJ) 255 WEST 36TH STREET SUITE 701 NEW YORK NY 10018 133187021 501(C)(3) 15000 PEOPLEHOOD NORTHEAST QUEENS JEWISH COMMUNITY COUNCIL 5820 LITTLE NECK PARKWAY LITTLE NECK NY 11362 542144283 501(C)(3) 33000 CARING OHEL CHILDREN'S HOME AND FAMILY SERVICES 4510 16TH AVENUE BROOKLYN NY 11204 116078704 501(C)(3) 129000 CARING PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION 271-11 76TH AVENUE NEW HYDE PARK NY 11040 132631069 501(C)(3) 169000 CARING PARTNERSHIP FOR EXCELLENCE IN JEWISH EDUCATION INC 88 BROAD STREET 6TH FLOOR BOSTON MA 02110 043365815 501(C)(3) 37000 JEWISH LIFE & LEARNING PENN SOUTH SOCIAL SERVICES INC 290 NINTH AVENUE NEW YORK NY 10001 133413349 501(C)(3) 15000 CARING PRESEN TENSE GROUP 131 WEST 86TH STREET 7TH FLOOR NEW YORK NY 10024 263301983 501(C)(3) 20000 JEWISH LIFE & LEARNING RAMAPO FOR CHILDREN PO BOX 266 RHINEBECK NY 12572 135600422 501(C)(3) 110000 CARING/PEOPLEHOOD 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) 402000 410000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING RICHMOND CHORAL SOCIETY PO BOX 141002 STATEN ISLAND NY 10314 132921818 501(C)(3) 7000 CARING SAMUEL FIELD YM & YWHA 5820 LITTLE NECK PARKWAY LITTLE NECK NY 11362 113071518 501(C)(3) 1265000 2466000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING SELFHELP COMMUNITY SERVICES INC 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 131624178 501(C)(3) 1395000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING SEPHARDIC COMMUNITY ALLIANCE 140 FULTON STREET 5TH FLOOR NEW YORK NY 10038 270728655 501(C)(3) 20000 PEOPLEHOOD SEPHARDIC COMMUNITY CENTER 1901 OCEAN PARKWAY BROOKLYN NY 11223 112567809 501(C)(3) 575000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING SHOREFRONT YM-YWHA OF BRIGHTON-MANHATTAN BEACH 3300 CONEY ISLAND AVENUE BROOKLYN NY 11235 113070228 501(C)(3) 1220000 1659000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING SID JACOBSON JEWISH COMMUNITY CENTER 300 FOREST DRIVE EAST HILLS NY 11548 111976051 501(C)(3) 912000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING SINAI FREE SYNAGOGUE 550 NORTH COLUMBUS AVENUE MOUNT VERNON NY 10552 131802296 501(C)(3) 7000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING SOCCER FOR PEACE 240 WEST 98TH STREET APT 12A NEW YORK NY 10025 352204045 501(C)(3) 10000 PEOPLEHOOD ST BERNARD PROJECT 8324 PARC PLACE CHALMETTE LA 70043 262189665 501(C)(3) 17000 CARING STORAHTELLING INC 344 EAST 14TH STREET NEW YORK NY 10003 510444205 501(C)(3) 62000 JEWISH LIFE & LEARNING SUFFOLK ASSOCIATION FOR JEWISH EDUCATIONAL SERVICES (SAJES) 777 LARKFIELD ROAD SUITE 118 COMMACK NY 11725 112614478 501(C)(3) 566000 CARING/JEWISH LIFE & LEARNING SUPRISE LAKE CAMP 307 7TH AVENUE - SUITE 900 NEW YORK NY 10001 131623869 501(C)(3) 215000 PEOPLEHOOD/JEWISH LIFE & LEARNING TEMPLE BETH SHALOM IN MAHOPAC 760 ROUTE 6 MAHOPAC NY 10541 141405203 501(C)(3) 8000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING TEMPLE ISRAEL CENTER 280 OLD MAMARONECK ROAD WHITE PLAINS NY 10605 131740409 501(C)(3) 10000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC(JDC) 711 THIRD AVENUE 10TH FLOOR NEW YORK NY 10017 131656634 501(C)(3) 402000 CARING/PEOPLEHOOD PEOPLEHOOD THE BLUE CARD INC 171 MADISON AVENUE ROOM 1405 NEW YORK NY 10016 131623910 501(C)(3) 15000 CARING THE EDUCATIONAL ALLIANCE INC 197 EAST BROADWAY NEW YORK NY 10002 135562210 501(C)(3) 1475000 2380000 APPRAISAL AND FMV IMPUTED RENT AND INTEREST CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING THE JEWISH COMMUNITY CENTER IN MANHATTAN 334 AMSTERDAM AVENUE AT 76TH STREET NEW YORK NY 10023 133490745 501(C)(3) 571000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING THE JEWISH COMMUNITY CENTER ON THE HUDSON 371 SOUTH BROADWAY TARRYTOWN NY 10591 237229163 501(C)(3) 321000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING THE JEWISH EDUCATION PROJECT 520 8TH AVENUE SUITE 1510 NEW YORK NY 10018 131632519 501(C)(3) 4929000 CARING/JEWISH LIFE & LEARNING THE NEW YORK BOARD OF RABBIS INC 136 EAST 39TH STREET 4TH FLOOR NEW YORK NY 10016 131809283 501(C)(3) 122000 CARING/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 145 COMMUNITY DRIVE GREAT NECK NY 11021 112965575 501(C)(3) 164000 CARING THE SUFFOLK Y JEWISH COMMUNITY CENTER 74 HAUPPAUGE ROAD COMMACK NY 11725 112435521 501(C)(3) 643000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING 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 1090 CONEY ISLAND AVENUE BROOKLYN NY 11230 133752354 501(C)(3) 600000 JEWISH LIFE & LEARNING UNION FOR REFORM JUDAISM 633 3RD AVENUE NEW YORK NY 10017 131663143 501(C)(3) 74000 PEOPLEHOOD 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) 116000 754000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING WESTCHESTER JEWISH CENTER ROCKLAND AND PALMER AVENUES MAMARONECK NY 10543 131782492 501(C)(3) 11000 JEWISH LIFE & LEARNING WESTCHESTER JEWISH COMMUNITY SERVICES SUITE 2845 NORTH BROADWAY WHITE PLAINS NY 10603 131740071 501(C)(3) 2380000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING WESTCHESTER JEWISH COUNCIL 701 WESTCHESTER AVENUE SUITE 203E WHITE PLAINS NY 10604 132856699 501(C)(3) 126000 PEOPLEHOOD/JEWISH LIFE & LEARNING WORKMEN'S CIRCLEARBETER RING 45 EAST 33RD STREET NEW YORK NY 10016 135493550 501(C)(3) 20000 CARING YEMENITE JEWISH FEDERATION OF AMERICA 15 WEST 16TH STREET NEW YORK NY 10011 133765922 501(C)(3) 25000 PEOPLEHOOD YM & YWHA OF BORO PARK 4912 14TH AVENUE BROOKLYN NY 11219 111630917 501(C)(3) 436000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING YM & YWHA OF WASHINGTON HEIGHTS & INWOOD 54 NAGLE AVENUE NEW YORK NY 10040 131635308 501(C)(3) 697000 CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING ZAMIR CHORAL FOUNDATION INC 475 RIVERSIDE DRIVE SUITE 1948 NEW YORK NY 10115 136217087 501(C)(3) 7000 JEWISH LIFE & LEARNING 140 SCHOLARSHIPS 688 2068000 ISRAEL EXPERIENCE AWARDS - PROVIDES NEED AND MERIT BASED SCHOLARSHIPS FOR ISRAEL TRIPS FOR TEENS AND YOUNG ADULTS 274 560000 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, 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 $11,801,000 OF OVERSEAS/TARGETED GRANTS MADE THROUGH JFNA: ALMA COLLEGE FOR HEBREW CULTURE - $55,000 ALUMA - BAT-AMI - $50,000 AMCHA-NATIONAL ISRAELI CENTER FOR PSYCHOSOCIAL SUPPORT OF SURVIVORS - $239,000 AMOTAT YESODOT LEZMICHA DROR - $40,000 ASHALIM-PLANNING & DEVELOPMENT OF SERVICES FOR CHILDREN & YOUTH - $100,000 AVI HAYISHUV COMMUNITY RABBINICS PROGRAM - $25,000 BEIT ISSIE SHAPIRO - AMUTAT AVI - $36,000 BEIT MORASHA OF JERUSALEM - $115,000 BEIT NATAN - WOMEN'S HEALTH RESOURCES & CANCER SUPPORT CENTER - $45,000 BINA - $155,000 B'MAAGLEI TZEDEK - $50,000 B'RUACH - SPIRITUAL CARE AND TRAINING - $75,000 B'YACHAD - $25,000 CENTER FOR JEWISH-ARAB ECONOMIC DEVELOPMENT - $207,000 CHAIM SHEBA MEDICAL CENTER AT TEL HASHOMER - $35,000 CHIVRUTA - $50,000 COMMUNITY ADVOCACY - $181,000 E.L.E.M. - YOUTH IN DISTRESS IN ISRAEL - $29,000 GAN YAVNEH COMMUNITY CENTER - $40,000 GVANIM NATIONAL/ACTION PROGRAMS - $50,000 HADASSAH UNIVERSITY HOSPITAL - $20,000 HAMIDRASHA - $40,000 HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION - JERUSALEM SCHOOL - $20,000 HOSPICE OF THE UPPER GALILEE - $35,000 ILAN - ISRAEL SPORT CENTER FOR THE DISABLED - $11,000 IMPULSE SCHOOL - $48,000 INSTITUTE FOR JEWISH STUDIES IN THE C.I.S. - $350,000 ISRAEL ACTION NETWORK - $146,000 ISRAEL ASSOCIATION FOR ETHIOPIAN JEWS (IAEJ) - $50,000 ISRAEL RELIGIOUS ACTION CENTER - $50,000 ISRAEL TRAUMA COALITION - $132,000 ISRAEL VENTURE NETWORK - $40,000 ISRAELI ASSOCIATION FOR IMMIGRANT CHILDREN - $41,000 ITIM: THE JEWISH LIFE INFORMATION CENTER - $40,000 JERUSALEM FOUNDATION - $71,000 JEWISH FEDERATIONS OF NORTH AMERICA - $520,000 KAREV PROGRAM FOR EDUCATIONAL INVOLVEMENT - $120,000 KAV MASHVEH - $70,000 KEN-LAZAKEN - $30,000 KEREN HANAN AYNOR (KHA) - $100,000 KEREN KOBY MANDELL - $36,000 KOLOT - $45,000 LEKET ISRAEL - $25,000 LIMMUD BERLIN - $33,000 MA'AGAN - THE JERUSALEM SUPPORT CENTER FOR THOSE AFFECTED BY CANCER - $30,000 MA'ASE - $40,000 MACCABIM ASSOCIATION - $10,000 MEDICAL DEVELOPMENT FOR ISRAEL/SCHNEIDER CHILDREN'S MEDICAL CENTER - $40,000 MELABEV, COMMUNITY CLUBS FOR ELDERCARE - $50,000 MELITZ CENTERS FOR JEWISH-ZIONIST EDUCATION - $65,000 MERCHAVIM - THE INSTITUE FOR THE ADVANCEMENT OF SHARED CITIZENSHIP - $290,000 MORASHA - $101,000 NACHSHON - THE ISRAELI ACADEMY FOR LEADERSHIP - $45,000 NEGEV INSTITUTE FOR STRATEGIES OF PEACE AND DEVELOPMENT - NISPED - $92,000 NEVE YERUSHALAYIM - $20,000 NORTH AMERICAN CONFERENCE ON ETHIOPIAN JEWRY (NACOEJ)-ISRAEL - $160,000 ORANIM ACADEMIC COLLEGE, SHDEMOT:CENTER FOR THE STUDY OF THE JEWISH PEOPLE - $40,000 ORT ISRAEL - $367,000 PANIM: FOR JEWISH RENAISSANCE IN ISRAEL - $113,000 RAMBAM MEDICAL CENTER, HEALTH CARE CAMPUS - $35,000 RAMLA ARAB COMMUNITY CENTER - $51,000 RE'EM-ASSOCIATION FOR THE ELDERLY OF THE MENASHE REGION - $26,000 RELOCATION OF YEMENITE JEWS - $60,000 RETORNO - $25,000 RUACH CHADASHA (NEW SPIRIT) - $50,000 SAMUEL NEAMAN INSTITUTE FOR NATIONAL POLICY RESEARCH - $75,000 SARAH HERZOG HOSPITAL-EZRATH NASHIM - $15,000 SCHECHTER RABBINICAL SEMINARY - $25,000 SHAARE ZEDEK MEDICAL CENTER, CANCER MEDICINE DEPARTMENT - $50,000 SIKKUY:THE ASSOCIATION FOR THE ADVANCEMENT OF CIVIC EQUALITY - $35,000 SOCIETY FOR THE PROTECTION OF NATURE IN ISRAEL - $33,000 TEBEKA:ADVOCACY FOR EQUALITY AND JUSTICE FOR ETHIOPIAN ISRAELIS - $40,000 TECH-CAREER - $75,000 THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC. (JDC) - $3,144,000 THE ASSOCIATION OF THE ACADEMIC ARABS IN THE NEGEV (AHD) - $75,000 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. - $75,000 THE ISRAEL MOVEMENT FOR PROGRESSIVE JUDAISM - $40,000 THE JEWISH AGENCY FOR ISRAEL (JAFI) - $1,590,000 THE JOINT COUNCIL OF PRE-ARMY LEADERSHIP DEVELOPMENT PROGRAMS - $70,000 THE TALI EDUCATION FUND OF THE SEMINARY OF JUDAIC STUDIES - $125,000 THE YAACOV HERZOG CENTER FOR JEWISH STUDIES - $50,000 TIKKUN: A CENTER FOR GATHERING, EDUCATION AND SOCIAL CHANGE - $74,000 TISHKOFET - $120,000 TMURA: THE ISRAEL PUBLIC SERVICE VENTURE FUND - $125,000 TSOFEN HIGH TECHNOLOGY CENTERS - $55,000 UPPER GALILEE LEADERSHIP INSTITUTE - $15,000 VAN LEER JERUSALEM INSTITUTE - $50,000 WORLD CONFEDERATION OF JEWISH COMMUNITY CENTERS - $10,000 YAD RIVA - LEGAL REPRESENTATION FOR THE ELDERLY - $75,000 YAHALOM - PARENTS AND CHILDREN STUDY TOGETHER - $80,000 YEDIDIM FOR YOUTH AND SOCIETY - $90,000 YITZCHAK RABIN LEADERSHIP DEVELOPMENT PROGRAM (MECHINAH) - $43,000 YOD BET B'HESHVAN - $25,000 ZAYIT - CENTER FOR JEWISH CULTURE AND IDENTITY IN EMEK HEFER - $43,000 X X X X X X 0 1 0 0 0 0 0 0 0 JOHN S RUSKAY 451000 0 0 0 11000 0 93000 0 32000 0 587000 0 0 0 IRVIN A ROSENTHAL 316000 0 0 0 5000 0 7000 0 30000 0 358000 0 0 0 ELLEN ZIMMERMAN 249000 0 0 0 3000 0 7000 0 33000 0 292000 0 0 0 ALISA RUBIN KURSHAN 263000 0 0 0 1000 0 7000 0 26000 0 297000 0 0 0 LOUISE GREILSHEIMER 256000 0 0 0 12000 0 29000 0 34000 0 331000 0 0 0 STUART TAUBER 252000 0 0 0 6000 0 9000 0 30000 0 297000 0 0 0 PAUL KANE 165000 0 0 0 6000 0 0 0 17000 0 188000 0 0 0 COLIN AMBROSE 344000 0 0 0 1000 0 6000 0 18000 0 369000 0 0 0 GAIL REISS 247000 0 0 0 3000 0 0 0 29000 0 279000 0 0 0 LAWRENCE SWILLING 224000 0 0 0 2000 0 4000 0 16000 0 246000 0 0 0 ARON GRODINSKY 216000 0 0 0 1000 0 1000 0 28000 0 246000 0 0 0 WILLIAM SAMERS 211000 0 0 0 1000 0 2000 0 36000 0 250000 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, 2010 - JUNE 30, 2011: JOHN S. RUSKAY - $73,000 ALISA RUBIN KURSHAN - $1,000 STUART TAUBER - $2,000 NYC INDUSTRIAL DEVELOPMENT AGENCY 132906040 64971CX74 2004-06-17 67998000 FACILITY RENOVATION 0 0 0 5415000 70393000 6851000 655000 62887000 2006 0 0 1 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 STEEL PARTNERS COMMON DIR ANTIGNAS 154000 SEE PART V BELOW 0 APOLLO REAL EST ADVISORS DIR.MACK>5%INTEREST 4825000 SEE PART V BELOW 0 PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: STEEL PARTNERS - THE TRANSACTION 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 ($3,411,000) AND DISTRIBUTIONS ($1,414,000) 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. X 405 7698000 SELLING PRICE X ISRAEL BONDS 30 1804000 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 9: PAUL KANE 3 STONE DR WESTPORT, CT 06880 LOUISE GREILSHEIMER 1111 PARK AVENUE NEW YORK, NY 10128 Form 990, Part VI, Section A, line 2 FAMILY AND BUSINESS RELATIONSHIPS AMONG CURRENT OFFICERS, DIRECTORS AND KEY EMPLOYEES: GENE RACHMANSKY, DIRECTOR AND ANNA RACHMANSKY DIRECTOR - FAMILY RELATIONSHIP STEPHEN J. GIRSKY, 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 SCHATTEN, DIRECTOR - BUSINESS RELATIONSHIP WILLIAM L. MACK, DIRECTOR AND ALAN S. BERNIKOW, DIRECTOR - BUSINESS RELATIONSHIP JEN HARRIS, DIRECTOR AND JONATHAN M. HARRIS, CAMPAIGN CHAIR/DIRECTOR - FAMILY RELATIONSHIP NAOMI KRONISH, DIRECTOR AND PAUL KRONISH, DIRECTOR - FAMILY RELATIONSHIP CAROL L. LEVIN, DIRECTOR AND JERRY W. LEVIN, PRESIDENT/DIRECTOR - FAMILY RELATIONSHIP TINA PRICE, COMMISSION CHAIR/DIRECTOR AND STEVEN PRICE, DIRECTOR - FAMILY RELATIONSHIP CAROL EINIGER, DIRECTOR AND ROGER W. EINIGER, TREASURER/DIRECTOR - FAMILY 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 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 gains on investments: 73,494,000. IMPUTED RENTAL INCOME 12,962,000. POSTRETIREMENT BENEFIT CHANGES OTHER THAN NET PERIODIC BENEFIT COST -456,000. Total to Form 990, Part XI, Line 5: 86,000,000. 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 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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 DOROTHY F RODGERS FOUNDATION 130 EAST 59TH 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59TH STREET NEW YORK NY 10022 136980747 CHARITABLE REMAINDER TRUST NY N/A T 6000 0.52420 A&HR 8 CRT 130 EAST 59TH STREET NEW YORK NY 10022 137104128 CHARITABLE REMAINDER TRUST NY N/A T 32000 0.52370 HB IRREV TRUST 130 EAST 59TH STREET NEW YORK NY 10022 131624001 CHARITABLE REMAINDER TRUST NY N/A T 241000 0.51040 M&BR 8 130 EAST 59TH STREET NEW YORK NY 10022 137045266 CHARITABLE REMAINDER TRUST NY N/A T 604000 0.50660 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 GRANTS MADE JEWISH COMMUNAL FUND B 700000 GRANTS MADE JEWISH COMMUNAL FUND C 17193000 GRANTS RECEIVED THE JOEL & ORA BENTON MONROE BENTON MEMORIAL FOUNDATION C 860000 GRANTS RECEIVED THE RICHARD C & LISA N PERRY FOUNDATION C 100000 GRANTS RECEIVED THE ERIC & TAMAR GOLDSTEIN FOUNDATION C 75000 GRANTS RECEIVED THE JOAN AND JEROME R JAKUBOVITZ FOUNDATION C 72000 GRANTS RECEIVED THE KROLL KIDS FOUNDATION C 58000 GRANTS RECEIVED JEWISH COMMUNAL FUND P 1864000 ACTUAL EXPENSE AMOUNTS JEWISH WOMEN'S FOUNDATION OF NEW YORK INC P 310000 ACTUAL EXPENSE AMOUNTS UJA-FED PROPERTIES INC Q 2135000 ACTUAL CASH TRANSFERS JEWISH WOMEN'S FOUNDATION OF NEW YORK INC Q 63000 ACTUAL CASH TRANSFERS U F PROPERTY CORP R 188000 ACTUAL CASH TRANSFER 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 40 OTHER SUPPORTING ORGANIZATIONS. ALTHOUGH JCF, THE GRUSS FUNDS, AND THE OTHER 40 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 40 OTHER SUPPORTING ORGANIZATIONS AND ALTHOUGH UJA-FEDERATION AND ITS NETWORK AGENCIES RECEIVED APPROXIMATELY 24.6% AND 11.7%, RESPECTIVELY, OF THE TOTAL GRANTS MADE BY THESE SUPPORTING ORGANIZATIONS DURING THE FIVE YEAR PERIOD ENDED JUNE 30, 2011, 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.