2012-05-10T10:49:25-05:00 2011-06-30 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2010-07-01 131624240 THE JEWISH FEDERATIONS OF NORTH AMERICA INC JEWI 2122846500 25 BROADWAY NO 1700 NEW YORK NY 100041010 PAMELA ZALTSMAN 2122846500 2012-05-04 1 FREDERICK H ROTHMAN 2128674000 2010 2016-02-24 21:20:13Z PAMELA ZALTSMAN 25 BROADWAY NO 1700 NEW YORK NY 100041010 60089401 0 X WWW.JEWISHFEDERATIONS.ORG X 1935 NY THE JEWISH FEDERATIONS OF NORTH AMERICA REPRESENTS 157 FEDERATIONS, 400 NETWORK COMMUNITIES AND 30 SEPARATELY INCORPORATED JEWISH COMMUNITY FOUNDATIONS. 88 88 190 0 0 0 34737311 36960713 5222714 7957698 3099919 2254707 0 0 43059944 47173118 2028923 2655660 0 0 22941997 22854294 0 0 2623900 16887730 22232894 41858650 47742848 1201294 -569730 184813491 187282038 135913636 130796038 48899855 56486000 X THE JEWISH FEDERATIONS OF NORTH AMERICA REPRESENTS AND SERVES 157 JEWISH FEDERATIONS, 400 INDEPENDENT NETWORK JEWISH COMMUNITIES ACROSS NORTH AMERICA AND 30 SEPARATELY INCORPORATED JEWISH COMMUNITY FOUNDATIONS. THE FEDERATION MOVEMENT PROTECTS AND ENHANCES THE WELL-BEING OF JEWS WORLDWIDE THROUGH THE VALUES OF TIKKUN OLAM (REPAIRING THE WORLD), TZEDAKAH (CHARITY AND SOCIAL JUSTICE) AND TORAH (JEWISH LEARNING). THE JEWISH FEDERATIONS OF NORTH AMERICA LEADS A CONTINENTAL FEDERATION MOVEMENT TO MOBILIZE FINANCIAL AND SOCIAL RESOURCES THROUGH PHILANTHROPIC ENDEAVORS, STRATEGIC INITIATIVES AND INTERNATIONAL AGENCIES THAT STRENGTHEN THE JEWISH PEOPLE. 0 0 17579389 4939887 FUNDRAISING/INFRASTRUCTURE: JFNA'S PHILANTHROPIC RESOURCES DEPARTMENT PROVIDES FUNDRAISING EXPERTISE, CONSULTING AND SUPPORT FOR JEWISH FEDERATIONS AND SMALLER NETWORK COMMUNITIES. THE DEPARTMENT SUPPORTS THE CENTRAL ENGINE OF FEDERATION FUNDRAISING, THE UNRESTRICTED ANNUAL CAMPAIGN, AS WELL AS ENDOWMENT FUNDS AND TARGETED SUPPLEMENTAL GIVING. THE PHILANTHROPIC RESOURCES DEPARTMENT ALSO WORKS WITH FEDERATIONS ON KEY AREAS SUCH AS FAMILY AND GENERATIONAL PHILANTHROPY AND LEGACY GIVING. 6668126 1943774 POWER OF THE COLLECTIVE:JFNA HELPS FEDERATIONS MAKE THE GREATEST POSSIBLE IMPACT ON FUNDRAISING AND TO MEET THE GREATEST ARRAY OF JEWISH NEEDS BY LEADING COMMUNITIES TO ACT COLLECTIVELY AND STRATEGICALLY. JFNA PROVIDES THOUGHT LEADERSHIP, AND LEADS FEDERATIONS IN TIMES OF CRISIS, SUCH AS NATURAL DISASTERS, GLOBAL CONFLICTS AND THE ECONOMIC DOWNTURN, WHILE MEETING NEEDS AT HOME AND OVERSEAS. JFNA PRODUCES KEY EVENTS SUCH AS THE ANNUAL GENERAL ASSEMBLY, WHICH ALLOW FEDERATIONS TO CONVENE AND LEVERAGE OUR MOVEMENT'S IMPACT. 3654593 38945 POSITIONING FOR THE FUTURE: JFNA AIMS TO BUILD OUR COMMUNITY AND ENSURE A STRONG FUTURE BY REACHING YOUNGER JEWS AND BROADER AUDIENCES AND BY SOLIDIFYING OUR DONOR BASE. THROUGH STRONGER BRANDING, MARKETING AND TECHNOLOGY, JFNA IS ENGAGING THE YOUNGER GENERATION THROUGH PROGRAMS AND EVENTS THAT INSPIRE LEADERSHIP, PHILANTHROPY, CONNECTION TO ISRAEL AND THE JEWISH PEOPLE, WHILE PROVIDING HIGH QUALITY MARKETING AND COMMUNICATIONS SUPPORT TO FEDERATIONS. 2891087 ISRAEL & OVERSEAS: JFNA WORKS CLOSELY WITH OUR OVERSEAS PARTNERS TO CARE FOR JEWS IN NEED AND BUILD COMMUNITY IN ISRAEL AND 60-PLUS NATIONS WORLDWIDE. JFNA ISRAEL ALSO ASSESSES FEDERATION-FUNDED SOCIAL SERVICE EFFORTS IN ISRAEL AND HELPS ENSURE FEDERATION FUNDS ARE USED EFFECTIVELY. JFNA ISRAEL WORKS WITH THE GOVERNMENT OF ISRAEL ON ISSUES OF PUBLIC POLICY AND DIPLOMACY AND HELPS CONNECT THE ISRAEL PUBLIC TO JEWISH FEDERATION WORK. 1716093 73279 TALENT: JFNA IS DEVOTED TO ENSURING THAT JEWISH FEDERATIONS CONNECT WITH THE TOP PROFESSIONAL AND VOLUNTEER TALENT IN THE COMMUNITY. JFNA'S MANDEL CENTER FOR LEADERSHIP EXCELLENCE WORKS WITH FEDERATIONS TO PROVIDE THE TOOLS THEY REQUIRE TO IDENTIFY, RECRUIT, DEVELOP AND RETAIN TALENTED PROFESSIONALS, AND TO CONTINUE TO CONNECT WITH TOP VOLUNTEERS. 2655660 2655660 961813 GRANTS:THE JEWISH FEDERATIONS OF NORTH AMERICA HAS AWARDED GRANTS TO AGENCIES FOR HUMANITARIAN PURPOSES IN THE FACE OF DISASTERS INCLUDING JAPAN EARTH QUAKE. THESE EFFORTS ARE COORDINATED BY THE JEWISH FEDERATIONS OF NORTH AMERICA DISASTER RELIEF COMMITTEE. SINCE 1989, THE FEDERATION MOVEMENT HAS RAISED ABOUT $50 MILLION FOR CRISIS RELIEF. FEREP AWARDS GRADUATE SCHOOL SCHOLARSHIPS FOR UP TO TWO YEARS TO INDIVIDUALS WHO MEET ELIGIBILITY REQUIREMENTS AND ARE COMMITTED TO WORKING IN THE FEDERATION SYSTEM FOLLOWING GRADUATE SCHOOL. THE JFNA ENDOWMENT COMMITTEE AWARDS GRANTS TO FEDERATIONS TO HELP THEM ESTABLISH THE CREATE A JEWISH LEGACY PROGRAM IN THEIR COMMUNITIES. CREATE A JEWISH LEGACY ENCOURAGES THE CREATION OF BEQUESTS BY INDIVIDUAL DONORS TO THEIR LOCAL FEDERATIONS, JEWISH COMMUNITY FOUNDATIONS, AGENCIES AND SYNAGOGUES 7262840 2655660 1035092 35164948 1 1 0 1 0 0 0 0 1 0 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 X 173 0 1 190 1 0 1 IS NT CJ 0 0 0 0 0 0 0 0 X 88 88 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AS AR CA CO CT FL GA IL KS KY MA MD MI MN MS NH NJ NM NM WI NC ND OH OK OR PA RI SC WA TN UT VA WV X X PAMELA ZALTSMAN 2122846500 25 BROADWAY SUITE 1700 NEW YORK NY 10004 KATHY E MANNING 20.00 X X 0 0 0 MICHAEL C GELMAN 10.00 X X 0 0 0 MICHAEL I LEBOVITZ 10.00 X X 0 0 0 HESCHEL J RASKAS 10.00 X X 0 0 0 HARVEY J BARNETT 10.00 X X 0 0 0 SCOT ACKERMAN 1.00 X 0 0 0 MICHAEL M ADLER 1.00 X 0 0 0 GARY AIDEKMAN 1.00 X 0 0 0 ERIC ALBERT 1.00 X 0 0 0 JOEL ALPERSON 1.00 X 0 0 0 ROBERT AROGETI 1.00 X 0 0 0 JAKE F ARONOV 1.00 X 0 0 0 LEN BARRACK 1.00 X 0 0 0 HUGH BASSEWITZ 1.00 X 0 0 0 SABY BEHAR 1.00 X 0 0 0 JIMMY BERG 1.00 X 0 0 0 MARILYN BLUMER 1.00 X 0 0 0 JUDITH BRACHMAN 1.00 X 0 0 0 RABBI LESTER BRONSTEIN 1.00 X 0 0 0 BRIAN BROUSE 1.00 X 0 0 0 DAVIT T BROWN 1.00 X 0 0 0 BRET CALLER 1.00 X 0 0 0 WILLIAM CARR 1.00 X 0 0 0 RENEE CHELM 1.00 X 0 0 0 BEN COHEN 1.00 X 0 0 0 CHARLES COHEN 1.00 X 0 0 0 DEBRA COHEN 1.00 X 0 0 0 CAROL COOPER 1.00 X 0 0 0 JEFFREY DAVIDOWITZ 1.00 X 0 0 0 RUTH MINZER DAVIDSON 1.00 X 0 0 0 ALISA DOCTOROFF 1.00 X 0 0 0 ELAINE DUBROVSKY 1.00 X 0 0 0 ALAN FELDBAUM 1.00 X 0 0 0 GENINE MACKS FIDLER 1.00 X 0 0 0 SUSAN WEISS FIRESTONE 1.00 X 0 0 0 CHERYL FISHBEIN 1.00 X 0 0 0 MARC FISHER 1.00 X 0 0 0 NANCY ASTOR FOX 1.00 X 0 0 0 TERRY FRIEDKIN 1.00 X 0 0 0 HOWARD FRIEDMAN 1.00 X 0 0 0 LORI FRITZ 1.00 X 0 0 0 MICHAEL FUGMAN 1.00 X 0 0 0 EVA LYNN GANS 1.00 X 0 0 0 SUSIE GELMAN 1.00 X 0 0 0 TED GOLDBERG 1.00 X 0 0 0 BARBARA GOLDFARB 1.00 X 0 0 0 LEONARD GOLDSTEIN 1.00 X 0 0 0 NORMAN GOLDSTEIN 1.00 X 0 0 0 RICHARD GOLDSTEIN 1.00 X 0 0 0 IDY GOODMAN 1.00 X 0 0 0 NANCY GRAND 1.00 X 0 0 0 SHEILA GREENBAUM 1.00 X 0 0 0 ANDREW GROVEMAN 1.00 X 0 0 0 ALLEN GUGGENHEIM 1.00 X 0 0 0 DAN GUYER 1.00 X 0 0 0 GORDON HECKER 1.00 X 0 0 0 BOBBIE HIGER 1.00 X 0 0 0 MICHAEL HOROWITZ 1.00 X 0 0 0 DEBBIE HORWITZ 1.00 X 0 0 0 LINDA A HURWITZ 1.00 X 0 0 0 SHARON JANKS 1.00 X 0 0 0 JOSEPH KANFER 1.00 X 0 0 0 STEWART KASEN 1.00 X 0 0 0 LAURA KING 1.00 X 0 0 0 STEVE KLINGHOFFER 1.00 X 0 0 0 LORI KLINGHOFFER 1.00 X 0 0 0 JAMES KOSHLAND 1.00 X 0 0 0 JOCELYN KRIFCHER 1.00 X 0 0 0 RICHARD KRUGEL 1.00 X 0 0 0 ROBERT KUCHNER 1.00 X 0 0 0 JANE KULBERSH 1.00 X 0 0 0 MICHAEL ILEBOVITZ 1.00 X 0 0 0 DONALD S LEIBOWITZ 1.00 X 0 0 0 JERRY LEVIN 1.00 X 0 0 0 MARK F LEVY 1.00 X 0 0 0 RICHARD LICHT 1.00 X 0 0 0 ANNABEL LINDENBAUM 1.00 X 0 0 0 JODY KAUFMAN LOEWENSTEIN 1.00 X 0 0 0 ARTHUR LORING 1.00 X 0 0 0 FRANCIS MAAS 1.00 X 0 0 0 SUSAN MANDELL 1.00 X 0 0 0 ROB MANN 1.00 X 0 0 0 LEW MARGOLIS 1.00 X 0 0 0 SANFORD NEUMAN 1.00 X 0 0 0 LEIGH NEWMAN 1.00 X 0 0 0 JULIE ORECK 1.00 X 0 0 0 ROZZI OSTERMAN 1.00 X 0 0 0 KAREN PACK 1.00 X 0 0 0 GILBERT PALTER 1.00 X 0 0 0 ROBERT PINCUS 1.00 X 0 0 0 JULIE PLATT 1.00 X 0 0 0 JAMES POTTER 1.00 X 0 0 0 CHARLES RATNER 1.00 X 0 0 0 SHEPARD REMIS 1.00 X 0 0 0 JERRY RIBNICK 1.00 X 0 0 0 LESLIE DANNIN ROSENTHAL 1.00 X 0 0 0 ROBIN RUBIN 1.00 X 0 0 0 RICHARD SANDLER 1.00 X 0 0 0 ELLEN SARNOFF 1.00 X 0 0 0 STEVE SCHECK 1.00 X 0 0 0 RABBI JONATHAN SCHNITZER 1.00 X 0 0 0 SKIP SCHRAYER 1.00 X 0 0 0 STEPHEN SELIG III 1.00 X 0 0 0 CYNTHIA SHAPIRA 1.00 X 0 0 0 SANDRA SHEINBEIN 1.00 X 0 0 0 DAVID SHERMAN 1.00 X 0 0 0 BRUCE SHOLK 1.00 X 0 0 0 IANTHA SIDELL 1.00 X 0 0 0 MICHAEL SIEGEL 1.00 X 0 0 0 DANIEL SILNA 1.00 X 0 0 0 STEPHEN SILVERMAN 1.00 X 0 0 0 DAVID SILVERS 1.00 X 0 0 0 CAROL SMOKLER 1.00 X 0 0 0 LISA SMUKLER 1.00 X 0 0 0 EDGAR SNYDER 1.00 X 0 0 0 NORMA SOBEL 1.00 X 0 0 0 ALAN SOLOW 1.00 X 0 0 0 DAVID SPIRO 1.00 X 0 0 0 SUSAN K STERN 1.00 X 0 0 0 AMY TOLTZ-MILLER 1.00 X 0 0 0 JAN TUTTLEMAN 1.00 X 0 0 0 DAVID VEEDER 1.00 X 0 0 0 ALICE VIROSLAV 1.00 X 0 0 0 MICHELE SACKHEIM WEIN 1.00 X 0 0 0 KENNETH WEINER 1.00 X 0 0 0 DAVID WERNER 1.00 X 0 0 0 ELIZABETH WOLFE 1.00 X 0 0 0 JERRY YANOWITZ 1.00 X 0 0 0 KAREN ZEMEL 1.00 X 0 0 0 GERRALD SILVERMAN 40.00 X 611160 0 46533 SAM ASTROF 40.00 X 329237 0 73170 ROBERT HYMAN 40.00 X 243956 0 18807 PAMELA ZALTSMAN 40.00 X 137305 45769 21523 JONATHAN LICHTER 40.00 X 122434 0 52128 BECKY CASPI 40.00 X 231131 0 36578 BARRY SWARTZ 40.00 X 407635 0 26208 WILLIAM DAROFF 40.00 X 246815 0 27300 ADAM SMOLYAR 40.00 X 246058 0 14427 YITCHAK SHAVIT 40.00 X 114661 114661 73320 2690392 160430 389994 44 0 1 0 BLACKBAUD INC PO BOX 930256 ATLANTA GA 311930256 FEDERATION DONOR MANAGEMENT SYSTEM 786353 WYNDHAM JADE 6400 INTERNATIONAL PARKWAY 2500 PLANO TX 75093 MEETING LOGISTIC REGISTRATION 545369 BLUE STATE DIGITAL LLC 734 15 STREET NW 1200 WASHINGTON DC 20005 ONLINE FUNDRAISING STRATEGIES 479222 FLIGHTPATH 36 WEST 25 STREET NEW YORK NY 10010 WEBSITE DEVELOPMENT 325597 DEBORAH SMITH 9566 GULFSHORE DRIVE NAPLES FL 34108 MANAGEMENT & TRAINING CONSULTANT 306172 5 36960713 36960713 FUNDRAISING 900099 5901700 5901700 POWER OF COLLECTIVE 900099 1943774 1943774 TALENT 900099 73279 73279 POSITIONING FOR FUTURE 900099 38945 38945 7957698 809087 809087 14361903 12916283 1445620 1445620 1445620 SEE SCHEDULE O 900099 75764000 75764000 SEE SCHEDULE O 900099 -75764000 -75764000 47173118 7957698 0 2254707 2655660 2655660 1702024 1118570 403550 179904 15016465 9868822 3560404 1587239 2453108 1612183 581632 259293 2541452 1670242 602578 268632 1141245 750026 270589 120630 522932 330230 192702 140200 140200 4280868 2703452 1577416 895054 832388 37420 25246 1098219 541094 535055 22070 634983 590613 26533 17837 3529000 2702861 783085 43054 1272769 940948 242059 89762 5444000 5142388 296216 5396 48075 48075 1021113 629822 389759 1532 370000 228216 141229 555 SEE SCHEDULE O 76739000 76739000 MISSION PARTICIPANT EXP 2754681 2754681 OTHER 221000 92752 125498 2750 SEE SCHEDULE O -76739000 -76739000 47742848 35164948 9954000 2623900 10882935 6331705 7394221 5809909 40127720 42729144 63436207 62069792 57009 57009 1781857 2120272 11193048 4267599 7824404 6925449 26714501 31027415 22252839 25923069 4014601 3952899 327197 335375 184813491 187282038 29743941 26949297 12381927 12268065 1508704 92279064 91578676 135913636 130796038 X 4974855 7825000 40813000 45258000 3112000 3403000 48899855 56486000 184813491 187282038 X -569730 8155875 X X 0 1 1 X 0 X 41846975 39992896 37395493 34737311 36960713 190933388 41846975 39992896 37395493 34737311 36960713 190933388 190933388 149482 990259 1144926 765495 809087 3859249 899886 803293 1703179 196495816 55484379 0.97170 0.97430 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART II LINE 10, EXPLANATION FOR OTHER INCOME FOR YEAR 2008-2011 INCLUDED IN PROGRAM INCOME PART VIII 2A FUNDRAISING AND INFRASTRUCTURE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 118014 472057 590071 47152777 47742848 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 553362 586753 667747 472057 2279919 250000 250000 250000 118014 868014 1302021 21174107 291000 21465107 20574107 600000 21174107 20574107 20574107 0.27000 0.40000 0.33000 0 0 6912626 1055333 5857293 4280422 3212266 1068156 6925449 LIMITED PARTNERSHIPS 14875247 F LIMITED LIABILITY CORP 11047822 F 25923069 AMOUNTS HELD FOR DISTRIBUTION TO OTHERS 91578676 91578676 47173118 47742848 -569730 5570907 -173164 2758132 8155875 7586145 246620864 5570907 195734583 201305490 45315374 176744 1681000 1857744 47173118 252961848 206900000 206900000 46061848 1681000 1681000 47742848 PART XII, LINE 2D - OTHER ADJUSTMENTS: JFNA/UIA ELIMINATION ENTRY PART XII, LINE 4B - OTHER ADJUSTMENTS: JFNA/UIA ELIMINATION ENTRY PART XIII, LINE 2D - OTHER ADJUSTMENTS: UIA EXPENSES PART XIII, LINE 4B - OTHER ADJUSTMENTS: JFNA/UIA ELIMINATION ENTRY ADDITIONAL MINIMUM PENSION LIABILITY: $-2,758,132.00 PART XII, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF UNITED ISRAEL APPEAL, INC. (WHOLLY OWNED SUBSIDIARY WHICH IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND IS REQUIRED TO FILE A SEPARATE FORM 990 WHICH INCLUDES $167,222,000 OF REVENUE FROM JFNA WHICH IS NOT SHOWN IN JFNA'S 990. $195,734,583 PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF UNITED ISRAEL APPEAL, INC.(WHOLLY OWNED SUBSIDIARY WHICH IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND IS REQUIRED TO FILE A SEPARATE FORM 990) $206,900,000 MIDDLE EAST AND NORTHERN AFRICA 1 23 PROGRAM SERVICES JFNA GLOBAL OPERATIONS AND FEDERATIONS MEET CRITICAL NEEDS IN ISRAEL AND AROUND THE WORLD. ALONG WITH MISSIONS TO ISRAEL WHICH ARE ORGANIZED THROUGHOUT THE YEAR. 6441989 23 0 23 6441989 0 6441989 X 0 0 0 0 0 0 1 SECURE COMMUNITY NETWORK INC 25 BROADWAY SUITE 1700 NEW YORK NY 10004 201437733 501 (C) 3 91522 NATIONAL JEWISH NON-PROFIT HOMELAND SECURITY INITIATIVE JEWISH COUNCIL OF PUBLIC AFFAIRS 711 3RD AVENUE NEW YORK NY 10017 131624104 501 (C) 3 233835 JFNA. IN PARTNERSHIP WITH JCPA IS LEADING THE EFFORT TO PROVIDE A COMMUNITY-BASED RESPONSE TO THE ASSAULT ON ISRAEL'S LEGITIMACY BY ESTABLISHING THE ISRAEL ACTION NETWORK OTZMA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501 (C) 3 14700 SCHOLARSHIP COUNCIL OF JEWISH FEDERATIONS BOSTON 126 HIGH STREET BOSTON MA 02110 042103559 501 (C) 3 47281 PORGRAM TO BRING YOUNG LEADERS FROM BOSTON AREA TO ISRAEL TO INSTILL WITHIN THE PARTICIPANTS A SENSE OF IDENTITY AND DEEP CONNECTION & COMMINTMENT TO ISRAEL HILLER FOUNDATION 800 EIGHTH STREET NW WASHINGTON DC 20001 521844823 501 (C) 3 13287 THANKSGIVING DINNER FOR US STUDENTS WHO STUDY IN ISRAEL AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE - JDC 711 3RD AVENUE NEW YORK NY 10017 131656634 501 (C) 3 760164 DISASTER RELIEF, & VENTURE FUND UNIVERSITY OF CONNECTICUT 405 BAAIDGE ROAD UNIT 1205 STORRS CT 062591205 066070722 UCON 44938 SCHOLARSHIP NECHAMA JEWISH RESPONSE 7260 WASHINGTON AVE S EDEN PRAIRIE MN 55433 411998750 501 (C) 3 40795 DISASTER RELIEF BIRTHRIGHT ISRAEL 33 EAST 33RD STREET 7TH FLOOR NEW YORK NY 10016 134092050 501 (C) 3 31131 400,000 TEN YEARS COMMITMENT JEWISH COMMUNITY FOUND OF NORTH EAST FLORIDA 4932 SUNDAME ROAD JACKSONVILLE FL 45220 593343214 501 (C) 3 33000 CHALLENGE GRANTS TO CREATE A JEWISH LEGACY JEWISH ENDOWMENT OF WESTERN MASSACHUSETS 1160 DICKINSON SPRINGFIELD MA 01108 042103559 501 (C) 3 10000 CHALLENGE GRANTS TO CREATE A JEWISH LEGACY JCCA 520 EIGHT AVENUE NEW YORK NY 10018 135599486 501 (C) 3 25000 JCC 2011 MACCABI EXPERIENCE IN ISRAEL JEWISH FUNDERS NETWORK 150 WEST 30TH STREET NEW YORK NY 10001 232742482 501 (C) 3 10000 BUILDING A NETWORKED PEER GROUP FOR FUNDERS OF ISRAEL NEEDS UNITED ISRAEL APPEAL 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131760102 501 (C) 3 1155993 VENTURE FUND BRANDIES UNIVERSITY 415 SOUTH STREET WALTHAM MA 02453 042103552 501 (C) 3 20000 SCHOLARSHIP NEW YORK UNIVERSITY 29 WASHINGTON SQUARE NEW YORK NY 10011 135562308 501 (C) 3 20000 SCHOLARSHIP HEBREW UNION COLLEGE 3101 CLIFTON AVENUE CINCINNATI OH 45220 310537067 501 (C) 3 13040 SCHOLARSHIP JEWISH COMM FOUNDATION OF GREATER EAST BAY 300 GRAND AVENUE OAKLAND CA 94610 941156560 501 (C) 3 18000 CHALLENGE GRANTS CREATE A JEWISH LEGACY ANDREA CHARLES BRONFMAN 110 EAST 59TH STREET 26TH FLOOR NEW YORK NY 10022 133984936 501 (C) 3 63906 GRANTS TO TRAIN FEDERATION PROFESSIONAL ON MULTIGENERATIONAL FAMILY PHILANTHROPY . PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: UNDER THE DIRECTION OF THE JEWISH FEDERATIONS OF NORTH AMERICA, LAY LEADER COMMITTEES AND PROFESSIONALS EVALUATE EACH GRANTEE EXTENSIVELY, BEFORE AND AFTER FUNDS ARE DISTRIBUTED. THE COMMITTEES MONITOR THE USE OF FUNDS, ENSURING THAT ALLOCATIONS REFLECT THE PRIORITIES OF THE JEWISH FEDERATION MOVEMENT. FUNDING GUIDELINES INCLUDE THAT ALL GRANTEE ORGANIZATIONS MUST BE WELL-GOVERNED, COMPLY WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, PRODUCE AN ANNUAL AUDIT BY AN INDEPENDENT FIRM, AND MAINTAIN BY-LAWS THAT CONFIRM TO LEGALLY ACCEPTED STANDARDS, INCLUDING [CONTINUED] [CONTINUED] PROVISIONS FOR APPROPRIATE LAY OVERSIGHT OF ALL FIDUCIARY MATTERS. GRANTEES ARE ALSO REQUIRED TO PROVIDE THE COMMITTEE WITH REPORTS ON HOW FUNDS ARE SPENT, AND THE COMMITTEES CONDUCT SITE VISITS AS NECESSARY TO ENSURE COMPLIANCE. OTHER INFORMATION: PART IV: JFNA REPORTS GRANTS ON SCHEDULE I TO UIA A SUBSIDIARY OF JFNA, AND THE AMERICAN JOINT DISTRIBUTION COMMITTEE (JDC)BOTH 501(C)(3) ORGANIZATIONS - EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F. X X 1 1 X X X X X X 1 0 0 0 0 0 0 0 1 1 GERRALD SILVERMAN 609578 0 0 0 1582 0 28211 0 18322 0 657693 0 0 0 SAM ASTROF 315641 0 0 0 13596 0 64604 0 8566 0 402407 0 0 0 ROBERT HYMAN 241590 0 0 0 2366 0 0 0 18807 0 262763 0 0 0 PAMELA ZALTSMAN 135563 45188 0 0 1742 581 10721 3574 5421 1807 153447 51150 0 0 JONATHAN LICHTER 120800 0 0 0 1634 0 28591 0 23537 0 174562 0 0 0 BECKY CASPI 210861 0 0 0 20270 0 19709 0 16869 0 267709 0 0 0 BARRY SWARTZ 407154 0 0 0 481 0 0 0 26208 0 433843 0 0 0 WILLIAM DAROFF 246257 0 0 0 558 0 10791 0 16509 0 274115 0 0 0 ADAM SMOLYAR 245572 0 0 0 486 0 5255 0 9172 0 260485 0 0 0 YITCHAK SHAVIT 111453 111453 0 0 3208 3208 25014 25014 11646 11646 151321 151321 0 0 PART I, LINE 1A WHILE IT IS JFNA'S POLICY NOT TO PERMIT FIRST CLASS TRAVEL JFNA PROVIDED GERRALD SILVERMAN A TEMPORARY ACCOMMODATION TO TRAVEL FIRST CLASS WHILE RECUPERATING FROM A SEVERE HEALTH ISSUE FOR A SIX WEEK PERIOD IN 2011. STARTING JULY 1, 2011 GERRALD SILVERMAN STARTED RECEIVING A DIRECT MONTHLY HOUSING ALLOWANCE TOTALING $450 PER MONTH WHICH IS ADDED TO HIS W-2 PART I, LINE 4A SUPPLEMENTAL INFORMATION PART III PART I, LINE 4A ROBERT HYMAN $161,792 PART I, LINE 8:AMOUNTS WERE PAID TO GERRALD SILVERMAN, PRESIDENT/CEO, PURSUANT TO A CONTRACT SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATIONS SECTION 53.4958-4(A)(3). A BINDING WRITTEN CONTRACT WAS EXECUTED BETWEEN THE ORGANIZATION AND GERRALD SILVERMAN. GERRALD SILVERMAN WAS NOT A DISQUALIFIED PERSON WITH RESPECT TO THE ORGANIZATION IMMEDIATELY PRIOR TO ENTERING INTO THE CONTRACT ON JULY 7, 2009. THE STARTING DATE ACCORDING TO THE CONTRACT WAS SEPTEMBER 30, 2009 FOR A CONTRACT TERM OF FIVE YEARS. SCHEDULE J PART II PAM ZALTSMANS SALARY IS EXPENSED 75% TO JFNA AND 25% TO UIA YITZCHAK SHAVIT'S SALARAY IS EXPENSED 50% TO JFNA AND 50% TO UIA FORM 990, PART VI, SECTION A, LINE 2 FEDERATION MEMBERS CORPORATION - DELAWARE NOT-FOR-PROFIT CORPORATION AND SOLE MEMBER OF THE CORPORATION. "CORPORATION" MEANS THE JEWISH FEDERATIONS OF NORTH AMERICA, INC. FORMERLY KNOWN AS UNITED JEWISH COMMUNITIES, INC., FORMERLY KNOWN AS UNITED JEWISH APPEAL, INC., THE SURVIVING CORPORATION IN THE MERGER OF UNITED JEWISH APPEAL, INC. AND COUNCIL OF JEWISH FEDERATIONS, INC. FEDERATION MEMBERS OF THE FEDERATIONS MEMBERS CORPORATION ARE U.S. FEDERATIONS AND CANADIAN FEDERATIONS. FORM 990, PART VI, SECTION A, LINE 2 MICHAEL GELMAN & SUSIE GELMAN-HUSBAND & WIFE STEVEN KLINGHOFFER & LORI KLINGHOFFER-HUSBAND & WIFE ALBERT RATNER & CHARLES RATNER - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 FEDERATION MEMBERS CORPORATION -DELAWARE NOT-FOR-PROFIT CORPORATION AND SOLE MEMBER OF THE CORPORATION. "CORPORATION" MEANS THE JEWISH FEDERATIONS OF NORTH AMERICA, INC. FORMERLY KNOWN AS UNITED JEWISH COMMUNITIES, INC., FORMERLY KNOWN AS UNITED JEWISH APPEAL, INC., THE SURVIVING CORPORATION IN THE MERGER OF UNITED JEWISH APPEAL, INC. AND COUNCIL OF JEWISH FEDERATIONS, INC. FEDERATION MEMBERS OF THE FEDERATIONS MEMBERS CORPORATION ARE U.S. FEDERATIONS AND CANADIAN FEDERATIONS. FORM 990, PART VI, SECTION A, LINE 7A THROUGH THE FEDERATION MEMBERS CORPORATION, AT LEAST 68% OF THE MEMBERS OF THE BOARD OF TRUSTEES ARE APPOINTED FROM MEMBER FEDERATIONS. THE DELEGATE ASSEMBLY IS RESPONSIBLE FOR RATIFICATION OF THE APPOINTMENT OF THIS GROUP OF TRUSTEES. THE REMAINING TRUSTEES ARE APPOINTED BY OUR DELEGATE ASSEMBLY, ESSENTIALLY MADE UP OF FEDERATION REPRESENTATIVES PURSUANT TO REPRESENTATION SPECIFICATIONS PROVIDED UNDER THE JEWISH FEDERATIONS OF NORTH AMERICA BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7B UNDER THE CORPORATION BY-LAWS THE DELEGATE ASSEMBLY IS RESPONSIBLE FOR ADOPTION OF THE ANNUAL BUDGET OF THE CORPORATION RECOMMENDED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE 990 WAS PREPARED BY THE JFNA FINANCE DEPARTMENT PROFESSIONALS. THE FORM 990 IS REVIEWED BY JFNA MANAGEMENT BEFORE BEING PRESENTED FOR AUDIT BY INDEPENDENT AUDITORS AND REVIEWED BY THE JFNA AUDIT COMMITTEE, AN INDEPENDENT STANDING COMMITTEE OF THE BOARD OF TRUSTEES, BEFORE FILING. THE 990 IS POSTED ON THE JFNA SECURE WEBSITE FOR MEMBERS OF THE BOARD OF TRUSTEES TO VIEW BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE JEWISH FEDERATION OF NORTH AMERICA CONFLICT OF INTEREST POLICY AND CONFLICT OF INTEREST ANNUAL STATEMENT FOR EMPLOYEES. MEMBERS OF THE STAFF ARE REQUIRED TO PROVIDE AN INITIAL AND, THEREAFTER, ANNUAL STATEMENT ATTESTING: -THAT THEY HAVE READ AND ARE FAMILIAR WITH THE CONFLICT OF INTEREST POLICY; -THAT NEITHER THEY, NOR TO THE BEST OF THEIR KNOWLEDGE, THEIR FAMILY MEMBERS, HAVE IN THE PAST ENGAGED, ARE PRESENTLY ENGAGING, OR PLAN TO ENGAGE IN ANY ACTIVITY THAT CONTRAVENES THIS POLICY. DISCLOSURES REQUIRED FROM MEMBERS OF THE STAFF MUST BE DIRECTED IN WRITING TO THE HUMAN RESOURCES DIRECTOR. IN THE EVENT THAT MEMBERS OF THE STAFF BECOME AWARE OF A CONFLICT, THEY SHALL DISCLOSE SUCH INFORMATION TO THE CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER, WHO WILL COMMUNICATE TO THE PRESIDENT THOSE DISCLOSURES THAT ARE REQUIRED BY THIS POLICY. THESE DISCLOSURES SHALL BE HELD IN CONFIDENCE EXCEPT WHEN THE BEST INTERESTS OF THIS ORGANIZATION WOULD BE SERVED BY COMMUNICATING THE INFORMATION TO THE BOARD OF TRUSTEES IN EXECUTIVE SESSION. ANY STAFF MEMBER WHO IS UNCERTAIN ABOUT A POSSIBLE CONFLICT OF INTEREST IN ANY MATTER MAY REQUEST A DECISION FROM THE PRESIDENT (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST) WHO WILL CONFER WITH THE JEWISH FEDERATIONS OF NORTH AMERICA'S OUTSIDE COUNSEL, BOTH OF WHOM SHALL BE RESPONSIBLE FOR DETERMINING WHETHER A POSSIBLE CONFLICT EXISTS. REPORTING THE CHAIR OF THE BOARD AND THE CHAIR OF THE EXECUTIVE COMMITTEE (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST) SHALL MAKE A REPORT TO THE AUDIT COMMITTEE, AT LEAST ANNUALLY, LISTING ALL CONFLICTS AND IDENTIFYING THOSE THAT WERE APPROVED. PENALTY FOR NON-COMPLIANCE FAILURE TO COMPLY WITH THIS POLICY, INCLUDING FAILURE TO SUBMIT IN A TIMELY FASHION THE STATEMENTS REQUIRED, WILL BE GROUNDS FOR TERMINATION. THE JEWISH FEDERATIONS OF NORTH AMERICA, INC. CONFLICT OF INTEREST POLICY FOR TRUSTEES, OFFICERS, AND COMMITTEE MEMBERS: DISCLOSURE: JFNA TRUSTEES, OFFICERS AND COMMITTEE MEMBERS SHALL BE REQUIRED TO PROVIDE AN INITIAL, AND, THEREAFTER, ANNUAL, STATEMENT, ATTESTING: -THAT THEY HAVE READ AND ARE FAMILIAR WITH THE POLICY. -THAT NEITHER THEY, NOR, TO THE BEST OF THEIR KNOWLEDGE, ANY OF THEIR IMMEDIATE FAMILY MEMBERS, HAVE ENGAGED IN THE PAST, ARE PRESENTLY ENGAGED, OR EXPECT TO ENGAGE IN ANY ACTIVITY THAT CONSTITUTES A CONFLICT OF INTEREST UNDER THIS POLICY. DISCLOSURES REQUIRED FROM TRUSTEES, OFFICERS OR COMMITTEE MEMBERS UNDER THIS POLICY MUST BE DIRECTED IN WRITING TO THE CHAIR OF THE BOARD, CHAIR OF THE EXECUTIVE COMMITTEE, OR TREASURER (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST), WHO WILL CONFER WITH THE JFNA OUTSIDE COUNSEL, WHO TOGETHER SHALL BE RESPONSIBLE FOR THE ADMINISTRATION OF THIS POLICY. ANY TRUSTEE, OFFICER OR COMMITTEE MEMBER WHO IS UNCERTAIN ABOUT A POSSIBLE CONFLICT OF INTEREST IN ANY MATTER MAY REQUEST A DECISION FROM THE CHAIR OF THE BOARD, CHAIR OF THE EXECUTIVE COMMITTEE, OR TREASURER (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST), WHO WILL CONFER WITH THE JFNA OUTSIDE COUNSEL, WHO TOGETHER SHALL BE RESPONSIBLE FOR DETERMINING WHETHER A POSSIBLE CONFLICT EXISTS. NOTICE SHALL BE PROVIDED TO THE CHAIR OF THE AUDIT COMMITTEE. REPORTING: THE CHAIR OF THE BOARD (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST) SHALL MAKE A REPORT TO THE AUDIT COMMITTEE, AT LEAST ANNUALLY, LISTING ALL CONFLICTS AND IDENTIFYING THOSE THAT WERE APPROVED, AND THE BASIS UPON WHICH APPROVAL WAS GIVEN. CONSIDERATION OF WHETHER A POSSIBLE CONFLICT OF INTEREST RELATIONSHIP IS TO BE SANCTIONED AND/OR TRANSACTION ENTERED INTO THAT WOULD GIVE RISE TO A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST SHALL BE MADE BY THE CHAIR OF THE BOARD IN THE LIGHT OF WHETHER SUCH RELATIONSHIP OR TRANSACTION SERVES JFNA'S BEST INTERESTS, NOTWITHSTANDING THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST. PAST PRACTICES SHALL ALSO BE A FACTOR TO BE WEIGHED IN THE DETERMINATION. NONCOMPLIANCE: IT SHALL BE THE RESPONSIBILITY OF THE TREASURER TO NOTIFY THE CHAIR OF THE BOARD OF THE FAILURE OF ANY TRUSTEE, OFFICER OR COMMITTEE MEMBER TO COMPLY WITH THIS POLICY, INCLUDING FAILURE TO TIMELY SUBMIT THE STATEMENTS REQUIRED. THE CHAIR OF THE BOARD SHALL TAKE SUCH FURTHER ACTION AS MAY BE APPROPRIATE, WHICH MAY INCLUDE RECOMMENDATION TO THE BOARD THAT SUCH PERSON BE REMOVED FROM OFFICE. ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO FILL OUT THE FOLLOWING GOVERNANCE QUESTIONNAIRE ANNUALLY: 1 DURING THE ORGANIZATION'S TAX YEAR, DID YOU HAVE A FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP WITH ANY OTHER OFFICER, DIRECTOR, TRUSTEE OR KEY EMPLOYEE? IF YES, IDENTIFY THE PERSON AND DESCRIBE THE RELATIONSHIP- BUSINESS/FAMILY 2 DURING THE ORGANIZATION'S TAX YEAR, DID YOU HAVE A DIRECT BUSINESS RELATIONSHIP WITH THE ORGANIZATION (OTHER THAN AS AN OFFICER, DIRECTOR, TRUSTEE, OR EMPLOYEE) OR AN INDIRECT BUSINESS RELATIONSHIP THROUGH OWNERSHIP OF MORE THAN 35% IN ANOTHER ENTITY (INDIVIDUALLY OR COLLECTIVELY) WITH ANOTHER OFFICER, DIRECTOR, TRUSTEE, KEY EMPLOYEE OR HIGHLY COMPENSATED EMPLOYEE). 3 DURING THE ORGANIZATION'S TAX YEAR, DID YOU HAVE A FAMILY MEMBER WHO HAD A DIRECT OR INDIRECT BUSINESS RELATIONSHIP WITH THE ORGANIZATION? 4 DURING THE ORGANIZATION'S TAX YEAR, DID YOU SERVE AS AN OFFICER, DIRECTOR, TRUSTEE, KEY EMPLOYEE, PARTNER, OR MEMBER OF AN ENTITY (OR A SHAREHOLDER OF A PROFESSIONAL CORPORATION) DOING BUSINESS WITH THE ORGANIZATION? IF YES IS ANSWERED TO QUESTIONS #2. 3 AND/OR 4, PROVIDE DETAILS INCLUDING - NAME OF INTERESTED PERSON, RELATIONSHIP, DESCRIPTION OF TRANSACTION, SHARING OF ORGANIZATION'S REVENUE AND AMOUNT. 5 AT THE END OF THE ORGANIZATION'S TAX YEAR, DID YOU HAVE A LOAN OUTSTANDING TO OR FROM THE ORGANIZATION. IF YES, COMPLETE PROVIDE - NAME OF INTERESTED PERSON, PURPOSE OF LOAN, LOAN TO/FROM ORGANIZATION, DEFAULT, APPROVED BY BOARD, WRITTEN AGREEMENT, ORIGINAL BALANCE, BALANCE DUE 6 DURING THE ORGANIZATION'S TAX YEAR, DID THE ORGANIZATION PROVIDE A GRANT OR ASSISTANCE TO YOU IF YES, PROVIDE, NAME OF INTERESTED PERSON, RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION,TYPE OF ASSISTANCE AND AMOUNT. 7 DURING THE ORGANIZATION'S TAX YEAR, DID THE ORGANIZATION PROVIDE A GRANT OR ASSISTANCE TO ONE OF YOUR FAMILY MEMBERS OR AN ENTITY IN WHICH YOU OR ANY OF YOUR FAMILY MEMBERS OWNS MORE THAN A 35% INTEREST? IF YES, PROVIDE, NAME OF INTERESTED PERSON, RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION,TYPE OF ASSISTANCE AND AMOUNT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION COMMITTEE THE COMPENSATION COMMITTEE IS CHARGED WITH ESTABLISHING AND MAINTAINING POLICIES AND STANDARDS FOR EXECUTIVE COMPENSATION. THE COMMITTEE ENGAGES IN THE FOLLOWING AREAS OF RESPONSIBILITY: -SETS THE TERMS AND CONDITIONS OF EMPLOYMENT FOR THE CEO/PRESIDENT AND DETERMINES SALARY INCREASES GOING FORWARD. IN ITS ANNUAL REVIEW OF THE CEO/PRESIDENT'S COMPENSATION, COMMITTEE MEMBERS ARE PROVIDED WITH RELEVANT COMPENSATION INFORMATION ALONG WITH COMPARABLE DATA AS PREPARED BY AN OUTSIDE EXPERT. -APPROVES THE TERMS AND CONDITIONS OF SENIOR MANAGEMENT TEAM (SMT) HIRES. IN ADDITION, THE COMMITTEE REVIEWS SALARY INCREASE PROPOSALS, AS PRESENTED BY THE CEO/PRESIDENT, FOR EVERY SMT MEMBER. IN ADVANCE OF THIS REVIEW, THE COMMITTEE IS PROVIDED WITH RELEVANT SALARY INFORMATION. -REVIEWS AND IS ASKED TO APPROVE PROPOSED ANNUAL SALARY INCREASES FOR NON-UNION STAFF. THE COMMITTEE IS PROVIDED WITH APPROPRIATE SALARY DATA IN ADVANCE AND IS GIVEN A PERSON-BY-PERSON REVIEW OF ANY SALARY REQUESTS OVER A PREDETERMINED AMOUNT. -DECIDES WHICH SMT MEMBERS WILL BE COVERED UNDER THE NON-QUALIFIED PENSION PLAN (BENEFIT RESTORATION PLAN). OTHER: PROVIDES GUIDANCE ON ANY MAJOR CLAIM BEING MADE AGAINST THE ORGANIZATION AND REVIEWS/APPROVES ANY SETTLEMENT PROPOSALS; LABOR NEGOTIATIONS STRATEGIES; OTHER MATTERS AS DETERMINED BY THE CEO/PRESIDENT. THE COMMITTEE IS COMPRISED OF THE CHAIR OF THE BOARD (CHAIR OF THE COMMITTEE), THE CHAIR OF THE EXECUTIVE COMMITTEE, TREASURER PLUS TWO OTHER MEMBERS. FORM 990, PART VI, SECTION C, LINE 18 THE JEWISH FEDERATIONS OF NORTH AMERICA FORM 990 IS AVAILABLE UPON REQUEST AND ON THE JEWISHFEDERATIONS.ORG WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 ALL JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) STATEMENTS INCLUDING GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT, MANAGEMENT LETTER, FORM 990, CONFLICT OF INTEREST STATEMENTS AND WHISTLE BLOWER POLICY ARE AVAILABLE AT REQUEST. THE JFNA ANNUAL REPORT AND FORM 990 IS AVAILABLE ON THE JEWISHFEDERATIONS.ORG WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 5,570,907. INVESTMENT EXPENSES: -173,164. ADDITIONAL MINIMUM PENSION LIABILITY 2,758,132. TOTAL TO FORM 990, PART XI, LINE 5: 8,155,875. PART XII LINE 2C THERE HAS BEEN NO CHANGE IN THE FUNCTION OF THE AUDIT COMMITTEE FROM PRIOR YEARS. THE AUDIT COMMITTEE SHALL BE RESPONSIBLE FOR THE NOMINATION OF THE INDEPENDENT AUDITORS FOR THE ORGANIZATION, FOR THE DETERMINATION OF THE SCOPE OF THEIR AUDIT, FOR THE REVIEW AND EVALUATION OF THEIR REPORTS, FOR REVIEW AND EVALUATION OF THE ADHERENCE OF MANAGEMENT TO ACCOUNTING RULES AND OF THE ACTION TAKEN BY MANAGEMENT IN RESPONSE TO THE AUDITORS' RECOMMENDATIONS, AND FOR THE ENGAGEMENT AND TERMINATION OF THE ENGAGEMENT OF AN INTERNAL AUDITOR IF DEEMED NECESSARY BY THE COMMITTEE OR THE BOARD. SCHEDULE R PART V LINE 1N CERTAIN EMPLOYEES HAVE SHARED RESPONSIBILITIES FOR JFNA AND THE RELATED ORGANIZATION UNITED ISRAEL APPEAL. SCHEDULE R PART V LINE 1Q JFNA AND THE RELATED ORGANIZATION UNITED ISRAEL APPEAL LIST TRANSFER OF CASH AS EXCHANGE TRANSACTIONS AND ARE NOT LISTED IN REVENUES OR EXPENSES. PART IV QUESTION 12 PART XI 2A AND 2B JFNA PREPARED A CONSOLIDATED AUDITED FINANCIAL STATEMENT PREPARED IN ACCORDANCE WITH GAAP. FORM 990 DOES NOT PERMIT PARENT SUBSIDIARY ORGANIZATIONS TO FILE A CONSOLIDATED FORM 990. THEREFORE, JFNA AND ITS WHOLLY OWNED SUBSIDIARY, UNITED ISRAEL APPEAL, INC., ARE REQUIRED TO FILE SEPARATE FORM 990'S. PART VI, SECTION B, LINE 13 WHISTLE BLOWER POLICY PROHIBITED ACTIONS COMMISSION OF ANY OF THE FOLLOWING ACTS WILL BE CONSIDERED CAUSE FOR IMMEDIATE DISCIPLINARY ACTION, INCLUDING BUT NOT LIMITED TO, TERMINATION OF EMPLOYMENT, AND MAY ALSO SUBJECT THE OFFENDER TO CRIMINAL LIABILITY: 1.INTENTIONALLY DESTROYING, ALTERING, MUTILATING, CONCEALING, COVERING UP, FALSIFYING, OR MAKING A FALSE ENTRY IN ANY RECORDS THAT MAY BE CONNECTED TO A MATTER WITHIN THE JURISDICTION OF A FEDERAL AGENCY OR BANKRUPTCY PROCEEDING, IN VIOLATION OF FEDERAL OR STATE LAW OR REGULATIONS. 2.INTENTIONALLY ALTERING, DESTROYING OR CONCEALING A DOCUMENT, OR ATTEMPTING TO DO SO, WITH THE INTENT TO IMPAIR THE DOCUMENT'S AVAILABILITY FOR USE IN AN OFFICIAL PROCEEDING OR OTHERWISE OBSTRUCTING, INFLUENCING OR IMPEDING ANY OFFICIAL PROCEEDING, IN VIOLATION OF FEDERAL OR STATE LAW OR REGULATIONS. 3.FRAUDULENTLY INFLUENCING, COERCING, MANIPULATING, OR MISLEADING ANY INDEPENDENT PUBLIC ACCOUNTANT ENGAGED IN THE PERFORMANCE OF AN AUDIT OF THE FINANCIAL STATEMENTS OF JFNA FOR THE PURPOSE OF RENDERING SUCH FINANCIAL STATEMENTS MISLEADING. 4.DISCHARGING, DEMOTING, SUSPENDING, THREATENING, HARASSING, DISCRIMINATING OR RETALIATING IN ANY MANNER AGAINST ANY EMPLOYEE, BECAUSE OF ANY LAWFUL ACT BY THAT EMPLOYEE WHO: A)PROVIDES INFORMATION TO OR ASSISTS IN ANY INVESTIGATION BY JFNA OR BY CONGRESS OR BY ANY FEDERAL, STATE OR CITY AGENCY; B)FILES OR ASSISTS IN ANY ACTION ALLEGING A VIOLATION OF FEDERAL OR STATE LAW OR REGULATIONS; OR C)KNOWINGLY TAKES ANY ACTION HARMFUL TO ANY PERSON FOR PROVIDING TRUTHFUL INFORMATION TO A LAW ENFORCEMENT OFFICER RELATING TO THE POSSIBLE COMMISSION OF A FEDERAL, STATE OR LOCAL OFFENSE. REPORTING OF CONCERNS OR COMPLAINTS JFNA IS COMMITTED TO TAKING ACTION TO PREVENT PROBLEMS AND IMPROPER CONDUCT. JFNA URGES EMPLOYEES AND OTHERS TO COME FORWARD WITH ANY SUCH INFORMATION, WITHOUT REGARD TO THE IDENTITY OR POSITION OF A SUSPECTED OFFENDER. FOR THIS PURPOSE, AN OUTSIDE ORGANIZATION HAS BEEN HIRED TO RECEIVE COMPLAINTS OF SUSPECTED VIOLATIONS. RETALIATION JFNA WILL NOT PERMIT ANY NEGATIVE OR ADVERSE ACTIONS TO BE TAKEN AGAINST ANY EMPLOYEE OR INDIVIDUAL WHO IN GOOD FAITH REPORTS A POSSIBLE VIOLATION OF LAW, INCLUDING ANY CONCERNS REGARDING QUESTIONABLE ACCOUNTING OR AUDITING MATTERS, EVEN IF THE REPORT IS MISTAKEN, OR AGAINST ANY EMPLOYEE OR INDIVIDUAL WHO ASSISTS IN THE INVESTIGATION OF A REPORTED VIOLATION. RETALIATION IN ANY FORM WILL NOT BE TOLERATED. ANY ACT OF ALLEGED RETALIATION SHOULD BE REPORTED IMMEDIATELY TO THE HEAD OF THE HUMAN RESOURCES DEPARTMENT; COMPLAINTS WILL BE PROMPTLY INVESTIGATED. HOW TO REPORT CONCERNS OR COMPLAINTS EMPLOYEES MAY COMMUNICATE SUSPECTED VIOLATIONS OF LAW OR OTHER FISCAL WRONGDOING, INCLUDING ANY CONCERNS REGARDING QUESTIONABLE ACCOUNTING OR AUDITING MATTERS (INCLUDING DEFICIENCIES IN INTERNAL CONTROLS) OR ALLEGED RETALIATION BY CALLING THE TOLL-FREE TELEPHONE NUMBER (800) 482-3920 IN THE US OR CANADA OR, IN ISRAEL, FROM AN OUTSIDE LINE DIAL 1(800) 94-94-949; A VOICE PROMPT WILL THEN ASSIST YOU IN DIALING THE TOLL-FREE NUMBER. ANOTHER OPTION IS FOR YOU TO ACCESS A CONFIDENTIAL WEBSITE AT HTTPS://SECURE.ETHICSPOINT.COM/DOMAIN/EN/REPORT_CUSTOM.ASP?CLIENTID=139 AND "MAKE A REPORT". BOTH THE TELEPHONE NUMBER AND THE WEBSITE ARE PUBLISHED FOR INTERNAL USE AND ARE HOSTED BY "ETHICSPOINT", AN INDEPENDENT PRIVATE ORGANIZATION WHICH IS NOT AFFILIATED WITH JFNA AND WHICH PROVIDES A CONFIDENTIAL WAY FOR EMPLOYEES TO REPORT CONCERNS OR COMPLAINTS. IN ORDER TO BE BETTER ABLE TO RESPOND TO ANY INFORMATION OR COMPLAINT, WE WOULD PREFER THAT YOU IDENTIFY YOURSELF AND PROVIDE YOUR TELEPHONE NUMBER AND OTHER CONTACT INFORMATION WHEN YOU MAKE THE REPORT. YOU MAY BE ASSURED THAT ANY INFORMATION WILL BE TREATED WITH UTMOST CONFIDENCE. HOWEVER, IF YOU WISH TO REMAIN ANONYMOUS, IT IS NOT NECESSARY THAT YOU GIVE YOUR NAME OR POSITION IN ANY NOTIFICATION AND CALLER ID WILL NOT BE ACTIVATED ON THE LINE. WHETHER YOU IDENTIFY YOURSELF OR NOT, IN ORDER THAT A PROPER INVESTIGATION CAN BE CONDUCTED, PLEASE PROVIDE AS MUCH INFORMATION AS YOU CAN, SUFFICIENT TO FACILITATE A THOROUGH INVESTIGATION, INCLUDING WHERE AND WHEN THE INCIDENT OCCURRED, NAMES AND TITLES OF THE INDIVIDUALS INVOLVED, AND AS MUCH OTHER DETAIL AS YOU CAN. A FEW EXAMPLES OF WHAT TO REPORT ACCOUNTING AND AUDITING MATTERS THE UNETHICAL SYSTEMATIC RECORDING AND ANALYSIS OF JFNA'S BUSINESS AND/OR FINANCIAL TRANSACTIONS. EXAMPLES INCLUDE MISSTATEMENT OF CONTRIBUTIONS, EXPENSES, ASSETS AND/OR MISAPPLICATIONS OF GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AND WRONGFUL TRANSACTIONS. CONFLICTS OF INTEREST A SITUATION IN WHICH AN EMPLOYEE HAS A PRIVATE OR PERSONAL INTEREST SUFFICIENT TO APPEAR TO INFLUENCE THE OBJECTIVE EXERCISE OF HIS/HER OFFICIAL DUTIES. AN EXAMPLE IS IF JNFA HAS ENTERED INTO A CONTRACT FOR A COMPANY'S SERVICES AND A JFNA EMPLOYEE RESPONSIBLE FOR THE ENGAGEMENT HAS FAILED TO INFORM JFNA THAT HE OR SHE HAS A RELATIVE WHO IS A PRINCIPAL IN THAT COMPANY. FALSIFICATION OF CONTRACTS, REPORTS OR RECORDS THIS CONSISTS OF ALTERING, FABRICATING, FALSIFYING OR FORGING ALL OR ANY PART OF A DOCUMENT, CONTRACT OR RECORD FOR THE PURPOSE OF GAINING AN ADVANTAGE OR MISREPRESENTING THE VALUE OF THE DOCUMENT, CONTRACT OR RECORDS. MISCONDUCT ANY INTENTIONAL WRONGDOING ON THE PART OF A JFNA EMPLOYEE THAT IS A DELIBERATE VIOLATION OF LAW OR FISCAL POLICY. CONFIDENTIALITY JFNA WILL TREAT ALL COMMUNICATIONS UNDER THIS POLICY IN A CONFIDENTIAL MANNER, EXCEPT TO THE EXTENT NECESSARY (1) TO CONDUCT A COMPLETE AND FAIR INVESTIGATION, OR (2) FOR REVIEW OF JFNA OPERATIONS BY JFNA'S BOARD OF DIRECTORS, ITS AUDIT COMMITTEE, THE INDEPENDENT PUBLIC ACCOUNTANTS AND JFNA'S COUNSEL. PART VIII, LINES 11A AND 11B AND PART IX LINES 24A AND 24E JFNA RECEIVES DONATIONS FOR OTHER ORGANIZATIONS WHICH ARE NOT INCLUDED AS REVENUE IN PART VIII LINE 1 STATEMENT OF REVENUE OR GRANTS PART IX LINE 1 OF FORM 990 BECAUSE SUCH ITEMS ARE ACCOUNTED FOR AS AGENCY TRANSACTIONS IN JFNA'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS PURSUANT TO SFAS 136, "TRANSFERS OF ASSETS TO A NOT-FOR-PROFIT ORGANIZATION OR CHARITABLE TRUST THAT RAISES OR HOLDS CONTRIBUTIONS FOR OTHERS". FOR FISCAL YEAR JUNE 30, 2011, REVENUES AND GRANTS AMOUNTED TO $75,764,000 AND $76,739,000 RESPECTIVELY. 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