Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2011 and ending 12-31-2011
BCheck if applicable:
CName of organization
The American Jewish Joint Distribution
Committee Inc
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
711 Third Avenue
 
Room/suite
City or town, state or country, and ZIP + 4
New York, NY10017
D Employer identification number

13-1656634
E Telephone number

G Gross receipts $ 323,523,222
F Name and address of principal officer:
EUGENE PHILLIPS
711 THIRD AVENUE
NEW YORK,NY10017
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.JDC.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1914
M State of legal domicile: NY
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: To provide social services for jewish people in need.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 146
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 146
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 140
6 Total number of volunteers (estimate if necessary) .... 6 53
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 40,732
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 244,833,490 277,738,512
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,152,893 20,270,243
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 344,204 3,479,244
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 249,330,587 301,487,999
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 207,616,305 255,287,280
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 21,006,350 26,444,555
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet3,366,341    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 18,911,946 28,661,585
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 247,534,601 310,393,420
19 Revenue less expenses. Subtract line 18 from line 12....... 1,795,986 -8,905,421
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 445,210,652 451,974,711
21 Total liabilities (Part X, line 26)............. 99,327,760 135,773,018
22 Net assets or fund balances. Subtract line 21 from line 20..... 345,882,892 316,201,693
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: Since 1914, The American Jewish Joint Distribution Committee (JDC) has acted on behalf of North America's Jewish Communities and others to fulfill the principle that "KOL YISRAEL AREVIM ZEH L'ZEH" - All Jews are responsible for one another. JDC is dedicated to serving the needs of Jews throughout the world, particularly where their lives as Jews are threatened or made more difficult, through the following mission: Rescue whenever and wherever a Jewish community is threatened: In the early 1990s, JDC helped sustain and rescue 15,000 Ethiopian Jews. Today, JDC maintains global networks and contingency plans in the event of a crisis. Relief for Jewish communities in distress: JDC provides food, clothing, and medicine to hundreds of thousands of impoverished elderly holocaust survivors and children in need in the former Soviet Union and throughout the world. Renewal and discovery of Jewish heritage and Jewish community life: since the fall of communist regimes in Europe, JDC helps Jewish c
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 178,373,224 including grants of $ 163,049,763 ) (Revenue $ 0 )
Relief Welfare and Health: Relief and welfare programs provide human services to Jews in need in countries around the world. Services are provided to those individuals that meet criteria relevant to the local environment, such as poverty and income levels, the existence or lack of available social services within a country, and consideration for physical mobility, disabilities, and unique circumstances. Programs include: Food and nutritional support Development of Social Services Homecare Medical services, equipment, and medication Emergency grants IN 2011, JDC PROVIDED ROUGHLY 230,000 JEWS IN NEED AROUND THE WORLD WITH MUCH NEEDED SOCIAL SERVICES. IN 2011, JDC PROVIDED OVER 11 MILLION HOURS OF HOMECARE TO NEEDY ELDERLY IN THE FORMER SOVIET UNION AND EASTERN EUROPE. OVER 200,000 JEWISH ELDERLY IN NEED RECEIVE SPECIFIC SERVICES FOR THE AGED FROM JDC
4b (Code:   ) (Expenses $ 17,910,477 including grants of $ 16,059,562 ) (Revenue $ 0 )
Empowering and Training: Empowerment and training programs provide services and opportunities to those in need for increased access to employment opportunities and community integration for vulnerable groups within the Jewish community around the world. Programs include creating opportunities that promote job upgrading and mobility for vulnerable populations, consulting for overseas Jewish communities and professionals in the public sector. Programs include: Leadership Training Professional Training - Social Work, Jewish Life & Community Development Vocational Training & Employment Developing Voluntarism IN 2011, THOUSANDS OF JEWS BENEFITTED FROM ACCESS TO JDC'S ARIEL JOB CENTERS IN COUNTRIES IN EUROPE AND LATIN AMERICA.
4c (Code:   ) (Expenses $ 52,106,699 including grants of $ 45,707,030 ) (Revenue $ 0 )
Social Development and Strenghthening Jewish Life: Social development programs seek to enhance the viability of Jewish communities around the world and to enhance responses to social needs through training and development. Programs focus on capacity-building through efforts to support the creation and maintenance of Jewish communities, to strengthen communities by building communal participation, and to improve community life. Programs include: Jewish Tradition/Religion/Holiday Celebrations Jewish Community Centers Formal Jewish Education (Schools) Informal Jewish Education (Clubs and other activities) Camps and Retreats Educational Activities & Materials (Publications, Curricula, E-learning, Web- resources, Libraries etc) IN 2011, IN THE FSU ALONE, JDC SUPPORTED THE PARTICIPATION OF SOME 58,800 INDIVIDUALS IN ACTIVITIES RELATED TO SOCIAL DEVELOPMENT AND STRENGTHENING JEWISH LIFE.
(Code:   ) (Expenses $ 7,794,367 including grants of $ 6,969,108 ) (Revenue $ 0 )
Research and development
(Code:   ) (Expenses $ 19,494,724 including grants of $ 17,564,145 ) (Revenue $ 0 )
International Development Programs
(Code:   ) (Expenses $ 1,323,547 including grants of $ 1,310,065 ) (Revenue $ 0 )
Next Generation and spread JDC Mission
(Code:   ) (Expenses $ 5,874,863 including grants of $ 4,627,607 ) (Revenue $ 0 )
Multi-Functional
4d Other program services (Describe in Schedule O.)
(Expenses $ 34,487,501 including grants of $ 30,470,925 ) (Revenue $ 0 )
4e Total program service expensesMediumBullet$ 282,877,901
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part IIIClick to see attachment........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II.........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
108
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
140
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
No
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
146
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
146
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AL , AK , AZ , AR , CA , CO , FL , GA , HI , IL , KS , KY , LA , ME , MD , MA , MI , MN , MS , NH , NJ , NM , NY , NC , ND , OH , OK , OR , PA , RI , SC , TN , UT , VA , WA , WV , WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
EUGENE PHILIPS
711 THIRD AVENUE
New York,NY10017
(212) 687-6200
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) HELEN ABELES
BOARD MEMBER
 1.0 X           0 0 0
(2) CLAUDE E ARNALL
BOARD MEMBER
 1.0 X           0 0 0
(3) DANIEL BADER
BOARD MEMBER
 1.0 X           0 0 0
(4) NORA LEE BARRON
BOARD MEMBER
 1.0 X           0 0 0
(5) ALAN BATKIN
BOARD MEMBER
 1.0 X           0 0 0
(6) LISA BELZBERG
BOARD MEMBER
 1.0 X           0 0 0
(7) ELAINE BERKE
BOARD MEMBER
 1.0 X           0 0 0
(8) BILL L BERMAN
Honorary Board Member
 1.0 X           0 0 0
(9) ANGELICA BERRIE
BOARD MEMBER
 1.0 X           0 0 0
(10) ELLEN BLOCK
BOARD MEMBER
 1.0 X           0 0 0
(11) PENNY BLUMENSTEIN
president
 1.0 X   X       0 0 0
(12) AMY BRESSMAN
BOARD MEMBER
 1.0 X           0 0 0
(13) STUART BROWN
BOARD MEMBER
 1.0 X           0 0 0
(14) DR SIDNEY BUSIS
BOARD MEMBER
 1.0 X           0 0 0
(15) SANDRA CAHN
BOARD MEMBER
 1.0 X           0 0 0
(16) ELLIOTT COHEN
BOARD MEMBER
 1.0 X           0 0 0
(17) JOHN COLMAN
Honorary Board Member
 1.0 X           0 0 0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) GEOFFREY COLVIN
BOARD MEMBER
 1.0 X           0 0 0
(19) MICHELLE DIENER
BOARD MEMBER
 1.0 X           0 0 0
(20) FRIEDA DOW
BOARD MEMBER
 1.0 X           0 0 0
(21) MANUEL DUBKIN II
Honnorary Board Member
 1.0 X           0 0 0
(22) RABBI YECHIEL ECKSTEIN
BOARD MEMBER
 1.0 X           0 0 0
(23) ARNOLD EISEN
BOARD MEMBER
 1.0 X           0 0 0
(24) FRAN EIZENSTAT
BOARD MEMBER
 1.0 X           0 0 0
(25) RABBI DAVID ELLENSON
BOARD MEMBER
 1.0 X           0 0 0
(26) HEINZ EPPLER
Honorary Board Member
 1.0 X           0 0 0
(27) EDITH E EVERETT
BOARD MEMBER
 1.0 X           0 0 0
(28) LARRY FIELD
BOARD MEMBER
 1.0 X           0 0 0
(29) EVA FISCHL
BOARD MEMBER
 1.0 X           0 0 0
(30) DR SPENCER FOREMAN
BOARD MEMBER
 1.0 X           0 0 0
(31) MARTHA FREEDMAN
BOARD MEMBER
 1.0 X           0 0 0
(32) JACK FRYDRYCH
BOARD MEMBER
 1.0 X           0 0 0
(33) PATRICIA GANTZ
Honorary Board Member
 1.0 X           0 0 0
(34) RANI GARFINKLE
BOARD MEMBER
 1.0 X           0 0 0
(35) MICHAEL GELMAN
Ex- Officio
 1.0 X           0 0 0
(36) MERLE Z GINSBURG
BOARD MEMBER
 1.0 X           0 0 0
(37) BILLIE GOLD
BOARD MEMBER
 1.0 X           0 0 0
(38) DAVID GOLDBERG
BOARD MEMBER
 1.0 X           0 0 0
(39) YOINE GOLDSTEIN
BOARD MEMBER
 1.0 X           0 0 0
(40) MURRAY GOODMAN
Honorary Board Member
 1.0 X           0 0 0
(41) RICHARD C GOODMAN
BOARD MEMBER
 1.0 X           0 0 0
(42) NANCY GRAND
BOARD MEMBER
 1.0 X           0 0 0
(43) NANCY GROSFELD
BOARD MEMBER
 1.0 X           0 0 0
(44) HARLEY I GROSS
BOARD MEMBER
 1.0 X           0 0 0
(45) RONALD GROSSMAN
BOARD MEMBER
 1.0 X           0 0 0
(46) NANCY HACKERMAN
BOARD MEMBER
 1.0 X           0 0 0
(47) SYLVIA HASSENFELD
Honorary Board Member
 1.0 X           0 0 0
(48) JUDGE ELLEN M HELLER
Honorary Board Member
 1.0 X           0 0 0
(49) ANDREW S HOCHBERG
BOARD MEMBER
 1.0 X           0 0 0
(50) DAVID HORWITZ
BOARD MEMBER
 1.0 X           0 0 0
(51) ALAN S JAFFE
BOARD MEMBER
 1.0 X           0 0 0
(52) KAREN JAFFE
BOARD MEMBER
 1.0 X           0 0 0
(53) MICHAEL JESSELSON
BOARD MEMBER
 1.0 X           0 0 0
(54) RICHARD JOEL
BOARD MEMBER
 1.0 X           0 0 0
(55) PETER JOSEPH
BOARD MEMBER
 1.0 X           0 0 0
(56) NEIL KADISHA
BOARD MEMBER
 1.0 X           0 0 0
(57) SAUL KAGAN
Honorary Board Member
 1.0 X           0 0 0
(58) BETTY KANE
BOARD MEMBER
 1.0 X           0 0 0
(59) CAROL KAPLAN
BOARD MEMBER
 1.0 X           0 0 0
(60) IRENE KAPLAN
BOARD MEMBER
 1.0 X           0 0 0
(61) RANDALL KAPLAN
BOARD MEMBER
 1.0 X           0 0 0
(62) ARLENE KAUFMAN
BOARD MEMBER
 1.0 X           0 0 0
(63) EARLE W KAZIS
BOARD MEMBER
 1.0 X           0 0 0
(64) S LEE KOHRMAN
BOARD MEMBER
 1.0 X           0 0 0
(65) KOLKER JONATHAN
Honorary Board Member
 1.0 X           0 0 0
(66) ALICE L KULICK
BOARD MEMBER
 1.0 X           0 0 0
(67) RONALD S LAUDER
BOARD MEMBER
 1.0 X           0 0 0
(68) NIGEL LAYTON
Ex- Officio
 1.0 X           0 0 0
(69) MURRAY LAULICHT
BOARD MEMBER
 1.0 X           0 0 0
(70) ADELE LEBERSFELD
BOARD MEMBER
 1.0 X           0 0 0
(71) JOSEPH LEBOVIC
BOARD MEMBER
 1.0 X           0 0 0
(72) MICHAEL LEBOVITZ
Ex- Officio
 1.0 X           0 0 0
(73) ALAN LEIFER
BOARD MEMBER
 1.0 X           0 0 0
(74) H FRED LEVINE
BOARD MEMBER
 1.0 X           0 0 0
(75) DR MICHAEL J LEVINSON
BOARD MEMBER
 1.0 X           0 0 0
(76) STEPHEN E LIEBERMAN
BOARD MEMBER
 1.0 X           0 0 0
(77) JAYNE LIPMAN
BOARD MEMBER
 1.0 X           0 0 0
(78) DR DEBORAH E LIPSTADT
BOARD MEMBER
 1.0 X           0 0 0
(79) ARTHUR LORING
BOARD MEMBER
 1.0 X           0 0 0
(80) KRIS MACDONALD
BOARD MEMBER
 1.0 X           0 0 0
(81) ROBERT MANN
BOARD MEMBER
 1.0 X           0 0 0
(82) KATHY MANNING
Ex- Officio
 1.0 X           0 0 0
(83) WILLIAM MARCUS
BOARD MEMBER
 1.0 X           0 0 0
(84) EDWARD MERRIN
BOARD MEMBER
 1.0 X           0 0 0
(85) PHILIP MEYERS
Honorary Board Member
 1.0 X           0 0 0
(86) LINDA MIRELS
BOARD MEMBER
 1.0 X           0 0 0
(87) JOANNE MOORE
BOARD MEMBER
 1.0 X           0 0 0
(88) SANDRA MUSS
BOARD MEMBER
 1.0 X           0 0 0
(89) JOSEPH H ORLEY
BOARD MEMBER
 1.0 X           0 0 0
(90) STANLEY PLOTNICK
BOARD MEMBER
 1.0 X           0 0 0
(91) STEVEN PRICE
BOARD MEMBER
 1.0 X           0 0 0
(92) STANLEY A RABIN
BOARD MEMBER
 1.0 X           0 0 0
(93) BERT RABINOWITZ
Honorary Board Member
 1.0 X           0 0 0
(94) DR JEHUDA REINHARZ
BOARD MEMBER
 1.0 X           0 0 0
(95) SHEPARD REMIS
Ex- Officio
 1.0 X           0 0 0
(96) CHARLES K RIBAKOFF
BOARD MEMBER
 1.0 X           0 0 0
(97) GEORGE RICH
BOARD MEMBER
 1.0 X           0 0 0
(98) DAVID ROBBINS
BOARD MEMBER
 1.0 X           0 0 0
(99) DONALD ROBINSON
Honorary Board Member
 1.0 X           0 0 0
(100) MICHELE ROSEN
BOARD MEMBER
 1.0 X           0 0 0
(101) NIGEL ROSS
Ex- Officio
 1.0 X           0 0 0
(102) ALAN ROTHENBERG
BOARD MEMBER
 1.0 X           0 0 0
(103) JAY RUDERMAN
BOARD MEMBER
 1.0 X           0 0 0
(104) PROF CAROL R SAIVETZ
BOARD MEMBER
 1.0 X           0 0 0
(105) ART SANDLER
BOARD MEMBER
 1.0 X           0 0 0
(106) PHILIP SCHATTEN
BOARD MEMBER
 1.0 X           0 0 0
(107) JACOB SCHIMMEL
BOARD MEMBER
 1.0 X           0 0 0
(108) ARTHUR RABBI SCHNEIER
BOARD MEMBER
 1.0 X           0 0 0
(109) MAX R SCHRAYER
BOARD MEMBER
 1.0 X           0 0 0
(110) HOWARD SCHULTZ
BOARD MEMBER
 1.0 X           0 0 0
(111) LYNN SCHUSTERMAN
Honorary Board Member
 1.0 X           0 0 0
(112) JODI SCHWARTZ
BOARD MEMBER
 1.0 X           0 0 0
(113) LEANOR SEGAL
BOARD MEMBER
 1.0 X           0 0 0
(114) BETSY R SHEERR
BOARD MEMBER
 1.0 X           0 0 0
(115) PAULA SIDMAN
BOARD MEMBER
 1.0 X           0 0 0
(116) BERYL D SIMONSON
BOARD MEMBER
 1.0 X           0 0 0
(117) MARK SISISKY
BOARD MEMBER
 1.0 X           0 0 0
(118) DR IRVING SMOKLER
BOARD MEMBER
 1.0 X   X       0 0 0
(119) TERRI SMOOKE
BOARD MEMBER
 1.0 X           0 0 0
(120) EDGAR SNYDER
BOARD MEMBER
 1.0 X           0 0 0
(121) RICHARD SPIEGEL
BOARD MEMBER
 1.0 X           0 0 0
(122) JEROME SPITZER
BOARD MEMBER
 1.0 X           0 0 0
(123) RABBI ADIN STEINSALTZ
BOARD MEMBER
 1.0 X           0 0 0
(124) SUSAN STERN
Ex- Officio
 1.0 X           0 0 0
(125) MARC SUVALL
BOARD MEMBER
 1.0 X           0 0 0
(126) HENRY TAUB
Honorary Board Member
 1.0 X           0 0 0
(127) STEVE C TAUB
BOARD MEMBER
 1.0 X           0 0 0
(128) LOUIS B THALHEIMER
BOARD MEMBER
 1.0 X           0 0 0
(129) ANDREW H TISCH
BOARD MEMBER
 1.0 X           0 0 0
(130) ESTHER TREITEL
Honorary Board Member
 1.0 X           0 0 0
(131) JAN TUTTLEMAN
BOARD MEMBER
 1.0 X           0 0 0
(132) PATRICIA WERTHAN UHLMANN
BOARD MEMBER
 1.0 X           0 0 0
(133) ELIZABETH R VARET
BOARD MEMBER
 1.0 X           0 0 0
(134) CARYN WOLF WECHSLER
BOARD MEMBER
 1.0 X           0 0 0
(135) MARSHALL WEINBERG
Honorary Board Member
 1.0 X           0 0 0
(136) PENNI WEINBERG
BOARD MEMBER
 1.0 X           0 0 0
(137) JANE G WEITZMAN
BOARD MEMBER
 1.0 X           0 0 0
(138) DARIO WERTHEIN
BOARD MEMBER
 1.0 X           0 0 0
(139) JOSEPH WILF
BOARD MEMBER
 1.0 X           0 0 0
(140) MARK WILF
BOARD MEMBER
 1.0 X           0 0 0
(141) ELAINE WINIK
Honorary Board Member
 1.0 X           0 0 0
(142) JACKIE WOOLF
BOARD MEMBER
 1.0 X           0 0 0
(143) JOYCE ZEFF
BOARD MEMBER
 1.0 X           0 0 0
(144) ETTA GROSS ZIMMERMAN
BOARD MEMBER
 1.0 X           0 0 0
(145) HAROLD ZLOT
BOARD MEMBER
 1.0 X           0 0 0
(146) LOIS ZOLLER
BOARD MEMBER
 1.0 X           0 0 0
(147) Eugene Philips
COO-FINANCE & ADMINISTRATION
 40.0     X       334,819 0 35,579
(148) Steven Schwager
EXECUTIVE VICE PRESIDENT
 40.0     X       525,719 0 25,275
(149) Gideon Taylor
ASST.EXEC.VP,COO PROG.&BUDGET
 40.0       X     319,382 0 43,441
(150) Alberto Senderey
REG. DIR. EUR/LATIN AMER.
 40.0       X     218,116 0 24,898
(151) Michael Novick
EXEC. DIR.SD
 40.0         X   241,612 0 34,975
(152) Josh Fogelson
senior Development officer
 40.0         X   246,130 0 19,872
(153) Laura Spitzer
Asst.Exec.VP of Fin. RD
 40.0         X   225,720 0 17,870
(154) Ophir singal
Asst.Exec.V.P.,Budget Director
 40.0         X   230,413 0 61,313
(155) Pablo Weinsteiner
AEVP,worldwide hr deveopment
 40.0         X   245,380 0 39,425
(156) Ralph Goldman
Former Director
 1.0           X 0 77,500 10,443
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 2,587,291 77,500 313,091
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet32
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
PaulWeissRifkindWhartonGarrison
2001 K STREET NW
WASHINGTON,DC20006 		LEGAL 1,884,428
Neuberger Berman LLC
604 THIRD AVE
NEW YORK,NY10159 		INVESTMENT 478,952
MORVILLOABRAMOWITZGRANDIASONANE
565 FIFTH AVENUE
NEW YORK,NY10017 		LEGAL 363,180
Loeb Troper
655 THIRD AVE
NEW YORK,NY10017 		AUDITING 309,097
Cambridge Associates
100 SUMMER STREET
BOSTON,MA02110 		INVESTMENT 287,354
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet10
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 61,052,881
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		216,685,631
g Noncash contributions included in lines 1a-1f:$ 557,363
h Total. Add lines 1a-1f.......MediumBullet 277,738,512
Program Service Revenue Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 0
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 4,157,974   40,732 4,117,242
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 2,878,646  
b Less: rental expenses 2,598  
c Rental income or (loss) 2,876,048  
d Net rental income or (loss).......MediumBullet 2,876,048     2,876,048
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 38,144,894  
b Less: cost or other basis and sales expenses 22,032,625  
c Gain or (loss) 16,112,269  
d Net gain or (loss)..........MediumBullet 16,112,269     16,112,269
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a EXCHANGE INCOME 900,099 104,376     104,376
b BENIEFIT RESTORATION 900,099 498,820     498,820
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 603,196
12 Total revenue. See Instructions....MediumBullet 301,487,999   40,732 23,708,755
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 93,827 93,827
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 255,193,453 255,193,453
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 1,527,229 731,506 628,236 167,487
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 17,891,502 8,569,598 7,359,789 1,962,115
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,557,580 746,043 640,721 170,816
9 Other employee benefits ....... 4,645,946 2,225,296 1,911,141 509,509
10 Payroll taxes ........... 822,298 393,861 338,258 90,179
11 Fees for services (non-employees):        
a Management ...... 1,302,459 814,751 487,708  
b Legal ......... 3,250,446 38,056 3,212,390  
c Accounting ........... 476,053 59,933 416,120  
d Lobbying ........... 572   572  
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 1,608,939   1,608,939  
g Other .......... 2,844,364 931,798 1,912,566  
12 Advertising and promotion .... 0      
13 Office expenses ....... 442,119 167,543 248,576 26,000
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 12,454,490 11,400,879 948,250 105,361
17 Travel ............ 2,086,657 1,473,028 335,492 278,137
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 1,456,794 38,329 1,384,666 33,799
20 Interest ........... 495,818   495,818  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 1,855,048   1,832,110 22,938
23 Insurance .............. 0      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a ACTUARIAL LOSS 387,826   387,826  
b
c
d
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 310,393,420 282,877,901 24,149,178 3,366,341
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 32,801,590 1 22,886,061
2 Savings and temporary cash investments ....... 13,435,010 2 12,405,635
3 Pledges and grants receivable, net ......... 18,038,945 3 63,759,947
4 Accounts receivable, net ......... 11,653,172 4 15,946,569
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges ............ 0 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 70,220,731
b Less: accumulated depreciation. ..... 10b 11,429,280 38,012,381 10c 58,791,451
11 Investments—publicly traded securities .......... 164,972,637 11 140,499,033
12 Investments—other securities. See Part IV, line 11 ...... 146,886,812 12 125,071,871
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 19,410,105 15 12,614,144
16 Total assets. Add lines 1 through 15 (must equal line 34)... 445,210,652 16 451,974,711
Liabilities 17 Accounts payable and accrued expenses . 57,140,415 17 70,990,495
18 Grants payable .......... 0 18 0
19 Deferred revenue .......... 0 19 0
20 Tax-exempt bond liabilities .......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 37,227,356 23 35,369,541
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 4,959,989 25 29,412,982
26 Total liabilities. Add lines 17 through 25..... 99,327,760 26 135,773,018
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 193,784,327 27 160,578,798
28 Temporarily restricted net assets ..... 129,349,907 28 126,741,413
29 Permanently restricted net assets ..... 22,748,658 29 28,881,482
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 345,882,892 33 316,201,693
34 Total liabilities and net assets/fund balances ..... 445,210,652 34 451,974,711
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
301,487,999
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
310,393,420
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
-8,905,421
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
345,882,892
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-20,775,778
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
316,201,693
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
The American Jewish Joint Distribution
Committee Inc
Employer identification number

13-1656634
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 241,631,369 244,697,647 223,971,020 244,833,490 277,738,512 1,232,872,038
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 241,631,369 244,697,647 223,971,020 244,833,490 277,738,512 1,232,872,038
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           117,512,340
6 Public Support. Subtract line 5 from line 4.           1,115,359,698
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4.. 241,631,369 244,697,647 223,971,020 244,833,490 277,738,512 1,232,872,038
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 52,891,097 6,605,709 4,880,010 3,831,483 6,995,888 75,204,187
9 Net income from unrelated business activities, whether or not the business is regularly carried on..         40,732 40,732
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 181,420   495,926   603,195 1,280,541
11 Total support (Add lines 7 through 10).           1,309,397,498
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
85.181 %
15
15
71.300 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
The American Jewish Joint Distribution
Committee Inc
Employer identification number

13-1656634
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
The American Jewish Joint Distribution
Committee Inc 		Employer identification number

13-1656634
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
The American Jewish Joint Distribution
Committee Inc 		Employer identification number

13-1656634
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
The American Jewish Joint Distribution
Committee Inc 		Employer identification number

13-1656634
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
The American Jewish Joint Distribution
Committee Inc
Employer identification number

13-1656634
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2011

Schedule C (Form 990 or 990-EZ) 2011
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check expenses, and share of excess lobbying expenditures).
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
No
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
572
j
Total. Add lines 1c through 1i ...............................
572
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
No
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
OTHER LOBBYING ACTIVITIES Schedule C, Part II-B, Line 1I Organization belongs to the following group: Interaction-American Council for Voluntary International Action. Annual membership dues included $572 relating to support of lobbying activities. Lobbying activities included efforts towards formulation, modification, and adoption of various federal policies.
Schedule C (Form 990 or 990EZ) 2011

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
The American Jewish Joint Distribution
Committee Inc
Employer identification number

13-1656634
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....... 6  
2 Aggregate contributions to (during year) ... -131,698  
3 Aggregate grants from (during year) ... 290,299  
4 Aggregate value at end of year ....... 4,709,504  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 49,680,338 36,020,852 34,632,075 38,636,136
b Contributions ........ 6,506,414 12,423,665   61,642
c Net investment earnings, gains, and losses ... -808,057 3,152,174 2,038,895 -3,008,720
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		845,773 1,666,353 650,118 1,056,983
f Administrative expenses ....   250,000    
g End of year balance ...... 54,532,922 49,680,338 36,020,852 34,632,075
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   600,000 600,000
b Buildings ................   67,440,992 9,750,690 57,689,302
c Leasehold improvements ............   1,872,189 1,545,573 326,616
d Equipment ................   273,608 98,075 175,533
e Other .................   33,942 33,942  
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 58,791,451
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) LP - HEDGEFUND 		106,900,524 F

(B) LP - PRIVATE EQUITY 		5,636,891 F

(C) LP - REAL ESTATE 		11,854,834 F

(D) STATE OF ISRAEL BONDS 		679,622 F





Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 125,071,871
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
ANNUITY OBLIGATIONS 1,827,454
DUE TO RELATED PARTIES 27,585,528







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 29,412,982
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 301,487,999
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 310,393,420
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 -8,905,421
4 Net unrealized gains (losses) on investments .......................... 4 -24,600,095
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8 3,824,317
9 Total adjustments (net). Add lines 4 through 8 ......................... 9 -20,775,778
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 -29,681,199
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 289,792,920
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a -24,600,095
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d 14,513,955
e Add lines 2a through 2d ..................... 2e -10,086,140
3 Subtract line 2e from line 1..................... 3 299,879,060
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 1,608,939
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c 1,608,939
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 301,487,999
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 316,473,936
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d 7,689,455
e Add lines 2a through 2d...................... 2e 7,689,455
3 Subtract line 2e from line 1..................... 3 308,784,481
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 1,608,939
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c 1,608,939
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 310,393,420
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Intended use of organization's endowment funds form 990, schedule D, part V, line 4 Educational and welfare services, building communities, research, aid to the elderly, and other general purposes of JDC.
Fin 48 Form 990, Schedule D, part X, line 2 The income taxes topic number 740, "Income Taxes" of the FASB Accounting Standards Codification ("Codification") establishes criterion that an individual tax position has to meet for some or all the benefits of that position to be recognized in an entity's financial statements. On initial application, this criterion will be applied to all tax positions for which the statute of limitations remains open. Only tax positions that meet the "more-likely-than-not" recognition threshold at the adoption date will be recognized or continue to be recognized. The effectiveness for applying this criterion was adopted by JDC on January 1, 2010 and had no material impact on JDC's financial statements. The tax years ended 2008, 2009 and 2010 are still open to audit. JDC has processes currently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; determine its filing and tax obligations in jurisdictions for which it has nexus; and to review other matters that may be considered tax positions.
Reconciliation of net assets Form 990, Schedule D, part XI, line 8 other changes in net assets: expenses related to the wohl foundation (484,435) Grants made by the wohl Foundation (7,592,846) Pension and postretirement benefit adjustment (3,091,257) Transfers to other entities (106,417) Restatement - prior year net assets 197,491 Net assets released from restriction 14,901,781 ------------- Total 3,824,317
Reconciliation of revenue Form 990, Schedule D, part XII, line 2d other changes in revenue: Net assets released from restriction 14,901,781 reclass of actuarial loss (387,826) ============ Total 14,513,955
Reconciliation of expense form 990, schedule D, part Xiii, line 2d Grants made by the Wohl Foundation 7,592,846 EXPENSEs related to the WOHL FOUNDATION 484,435 reclass of actuarial loss (387,826) --------- TOTAL 7,689,455
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
The American Jewish Joint Distribution
Committee Inc
Employer identification number

13-1656634
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ..............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other
assistance outside the United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Central America and the Caribbean 0   Grantmaking see part V 2,002,168
East Asia and the Pacific 0   Grantmaking see part V 2,160,415
Europe (Including Iceland and Greenland) 7   Grantmaking see part V 33,764,741
Middle East and North Africa 2   Grantmaking see part V 62,644,902
Russia and the Newly Independent States 15   Grantmaking see part V 133,629,837
South America 1   Grantmaking see part V 5,133,717
South Asia 1   Grantmaking see part V 724,584
Sub-Saharan Africa 1   Grantmaking see part V 15,133,089
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 27   255,193,453
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 27   255,193,453
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Cent. America/Caribbean SEE PART V 1,986,273        
East Asia/Pacific SEE PART V 2,146,678        
Europe/Iceland/Greenland SEE PART V 33,290,680        
Middle East/North Africa SEE PART V 65,609,649        
Russia SEE PART V 133,425,769        
South America SEE PART V 4,582,102        
South Asia SEE PART V 692,479        
Sub-Saharan Africa SEE PART V 14,998,856        
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
547
3
Enter total number of other organizations or entities ........................MediumBullet
50
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
PROCEDURES FOR MONITORING THE USE OF FOREIGN GRANTS FORM 990, SCHEDULE F, PART I, LINE 2 JDC staff assigned to overseas offices are primarily responsible for monitoring grants to local overseas entities. Staff first verifies that the organization is a registered eligible non-profit organization. Staff makes periodic site visits to check on the status of various projects. In various countries JDC utilizes the services of independent audit firms to verify actual expenditures. JDC's annual independent audit report is signed by Grant Thornton LLP. JDC/Israel has an independent audit report signed by Fahn, Kane & Co. In connection with certain funds received from the claims conference as well as governments and others participating in various NAZI persecuted and holocaust survivor-related programs, there are audits performed in the former soviet union regions, Baltics and central and eastern Europe by the claims conference itself, Ernst and young and other independent audit firms. JDC - Argentina's emergency fund expenditures are audited by pricewaterhousecoopers. In accordance with local regulations, JDC- India is audited by a local audit firm. Internal audit functions are also used to verify grant payments. JDC/FSU headquarters are located in Jerusalem, Israel. It has its own extensive network of internal auditors in the field headed by a chief internal auditor. In addition, Alkalay & Monarov conducts internal audits of JDC/Israel's programs. JDC headquarters in New York contracts with JH Cohn to conduct internal audits of JDCNY and its overseas offices.
Description of type of services Form 990, schedule F, part I, line 3, column (e) RELIEF & WELFARE, EMPOWERING & TRAINING, SOCIAL DEVELOPMENT & STRENGHTHENING JEWISH LIFE, RESEARCH & DEVELOPMENT, INTERNATIONAL DEVELOPMENT PROGRAMS, AND NEXT GENERATION & SPREADING THE MISSION OF JDC.
PURPOSE OF GRANTS FORM 990, SCHEDULE F, PART II, COLUMN (D) RELIEF & WELFARE, EMPOWERING & TRAINING, SOCIAL DEVELOPMENT & STRENGHTHENING JEWISH LIFE, RESEARCH & DEVELOPMENT, INTERNATIONAL DEVELOPMENT PROGRAMS, AND NEXT GENERATION & SPREADing the mission of JDC.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
Additional Data


Software ID:  
Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
The American Jewish Joint Distribution
Committee Inc
Employer identification number
13-1656634
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Columbus Torah Academy181 Noe Bixby Road
COLUMBUS,OH43213 		31-4428025 501(c)(3) 15,551        
(2) Jewish Federation of Greater Philadelphia2100 Arch Street
Philadelphia,PA19103 		23-1500085 501(c)(3) 25,000        
(3) Jewish Federation of Greater Los Angeles6505 Wilshire Blvd Suite 1000
Los Angeles,CA90048 		95-6111928 501(c)(3) 14,329        
(4) B'nai B'rith International1640 Rhode Island Avenue NW
Washington DC,DC20036 		00-2198255 501(c)(3) 30,447        
















2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
4
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
procedures for monitoring the use of grants Form 990, Schedule I, Part I, line 2 Staff verify that the organization is a registered eligible non-profit organization. Staff make periodic state visits to check on the status of various projects.
Schedule I (Form 990) 2011


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
The American Jewish Joint Distribution
Committee Inc
Employer identification number

13-1656634
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Eugene Philips (i)
(ii)		 279,196
0 		0
0 		55,623
0 		9,155
0 		26,424
0 		370,398
0 		0
0
(2) Steven Schwager (i)
(ii)		 482,920
0 		0
0 		42,799
0 		16,007
0 		9,268
0 		550,994
0 		0
0
(3) Gideon Taylor (i)
(ii)		 318,572
0 		0
0 		810
0 		3,672
0 		39,769
0 		362,823
0 		0
0
(4) Alberto Senderey (i)
(ii)		 218,116
0 		0
0 		0
0 		13,390
0 		11,508
0 		243,014
0 		0
0
(5) Michael Novick (i)
(ii)		 239,548
0 		0
0 		2,064
0 		6,704
0 		28,271
0 		276,587
0 		0
0
(6) Josh Fogelson (i)
(ii)		 245,026
0 		0
0 		1,104
0 		5,512
0 		14,360
0 		266,002
0 		0
0
(7) Laura Spitzer (i)
(ii)		 225,000
0 		0
0 		720
0 		4,159
0 		13,711
0 		243,590
0 		0
0
(8) Ophir singal (i)
(ii)		 150,727
0 		0
0 		79,686
0 		29,243
0 		32,070
0 		291,726
0 		0
0
(9) Pablo Weinsteiner (i)
(ii)		 162,230
0 		0
0 		83,150
0 		5,193
0 		34,232
0 		284,805
0 		0
0
(10) Ralph Goldman (i)
(ii)		 0
77,500 		0
0 		0
0 		0
0 		0
10,443 		0
87,943 		0
0






Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
Supplemental nonqualified retirement plan form 990, schedule J, Line 4b The JDC personnel and management committee adopted a "benefit restoration plan" ("BRP") to restore certain pension benefits to specified executive managers whose benefits were reduced due to the limitation contained in the federal omnibus budget reconciliation act of 1993 ("OBRA 93"). The BRP attempts to equalize benefits to these managers as compared to all other JDC employees covered by the JDC employee retirement plan ("Retirement plan"). Under the BRP, the covered employees are entitled to receive a supplemental benefit, paid by JDC, consisting of the difference between the retirement benefit computed pursuant to the BRP and the statutory benefit computed pursuant to the retirement plan. The supplemental benefit is served by JDC in a separate restricted fund, on a current basis, in accordance with computations made by JDC's actuary. Currently, three active executive managers and one retired executive manager participate in the BRP. The balance of the BRP is approximately $3,434,000 as of December 31, 2011 and is included in accounts payable and accrued expenses in the accompanying consolidated statement of financial position.
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
The American Jewish Joint Distribution
Committee Inc
Employer identification number

13-1656634
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 1,645 fmv
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 20 555,718 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2011
Schedule M (Form 990) 2011
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2011
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
The American Jewish Joint Distribution
Committee Inc
Employer identification number

13-1656634
Identifier Return Reference Explanation
Other Program Service accomplishment forn 990, part iii, line 4d International Development Programs: The International Development Program focuses emergency response to crises and its longer-term rehabilitation and developmental assistance efforts in areas related to JDC's core program expertise, and it exports models, best practices, and knowledge from JDC's global and Israel programs, applying them in keeping with local realities and cultural norms. Training is an essential part of these efforts, with the aim of enhancing the capacities of local partners to ensure that projects continue to have a long-term impact even after JDC's involvement has ended. Research and Development: These programs include JDC's research institutes, other types of research studies and JDC's investment in development of technologies and information systems. Next generation: Entwine, an initiative of JDC, is a one-of-a-kind movement for young Jewish leaders, influencers, and advocates who seek to make a meaningful impact on global Jewish needs and international humanitarian issues.
Interest in financial account in a foreign country Form 990, Part V, line 4a austria, argentina, morocco, italy, bulgaria, ethiopia, russia, hungary, india, israel, France, Switzerland, Kazakhstan, Moldova, Ukraine, Uzbekistan,Belarus, azerbaijan,Georgia, Cayman Islands, United Kingdom, cyprus.
Relationship Disclosure Form 990, Part VI, Section A, Line 2 The organization distributes a questionnaire annually to its officers, directors, and key employees concerning the family and business relationships required to be reported on part VI section A line 2 and schedule O. The following directors have family relations with other directors. 1. Director Henry Taub has a family relationship with director Steven Taub. 2. Director Geoffrey Colvin has a family relationship with director Heinz Eppler. 3. Director Charles Ribakoff has a family relationship with director Betsy SHEERR. 4. Director Randall Kaplan has a family relationship with director Kathy Manning. 5. Director Irving Smokler, director Nora Barron and director Mandell Berman have family relationships. 6. Director Joseph Wilf has a family relationship with Director Mark Wilf. 7. Director Sylvia Hassenfeld has a family relationship with Ellen Block and Robert Mann. 8 Director Frieda Dow has a family relationship with director Lynn Schusterman.
Process used to review form 990 Form 990, Part VI, Section B, line 11 The form 990 was made available to the board of directors. The board was asked to submit any comments or questions to the COO of finance. After comments were received and reviewed, the final form 990 was distributed to the board prior to its submission to the IRS.
Conflict of Interest Policy Monitoring & Enforcement Form 990, part VI, section B, line 12 Directors shall be required to sign an annual conflict of interest statement. Those who do not submit this statement within ninety days after the date of distribution of the statement to the board of directors shall be suspended from the board until such statement is submitted. The statement is distributed to the board after the first of each calendar year. JDC's chief operating officer of finance monitors board member responses and sends follow up requests to those board members who have not submitted their statements by the appropriate deadline. All statements are reviewed by JDC management and any potential conflicts are referred to outside legal counsel for opinion. All JDC employees, including its officers and key employees, are required to sign a conflict of interest policy when they are hired by JDC. Employees are required to update this statement annually. JDC's human resources director monitors compliance with the statement and submits a report to JDC management of all potential conflicts of interest. management will then determine, with the assistance of outside counsel, whether a conflict of interest exists. Any person with a conflict does not participate in the decision-making process. Determining Compensation Form 990, Part VI, Section B, line 15 JDCs personnel and management committee meets annually each December to review and approve the salaries and benefits of each JDC employee. The personnel and management committee consists of nine board members including the chairperson, the president, and the treasurer as well as two other past JDC presidents and four other board members appointed by the president. All members of the committee are independent directors/trustees of JDC. The organization obtains comparability data for the CEOs salary and benefits. JDC hires an independent, outside firm to prepare a report to assist the committee with an independent analysis of market compensation practices for CEOs of other non-profit organizations. The analysis includes base salary, other compensation, and benefits. Information is also obtained from the most recent federal form 990 of these other organizations and shared with the committee. The committee also discusses and reviews the CEOs performance over the past year and considers this in its overall decision-making process. Minutes of the meeting are prepared disclosing persons attended, terms of the recommendations, and the comparability data obtained and relied upon by the committee. The minutes are shared with the committee within 60 days from the date of the meeting. This process was last conducted in 2011.
Availability of documents to the public Form 990, Part VI, Section C, Line 19 Copies of JDCs Tax-exempt determination letter, bylaws, articles of incorporation, whistleblower policy, conflict of interest policy, financial statements, and federal form 990 are maintained and made available on JDCs website.
Other changes in net assets Form 990, Part XI, Line 5 Unrealized loss (24,600,095) expenses related to the wohl foundation (484,435) Grants made by the wohl Foundation (7,592,846) Pension and postretirement benefit adjustment (3,091,257) Transfers to other entities (106,417) Restatement - prior year net assets 197,491 Net assets released from restriction 14,901,781 ------------- Total (20,775,778)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
The American Jewish Joint Distribution
Committee Inc
Employer identification number

13-1656634
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) Center for Jewish Community Development

711 Third Ave 10th Floor

New York,NY10017
13-4140831 		See part VII DE 501(c)(3) 7 NA
 
 
No
(2) Center for the Adv of Jewish civilizat'n

711 Third Ave 10th Floor

New York,NY10017
13-4140775 		See part VII DE 501(c)(3) 7 NA
 
 
No
(3) The International Institute for the Stud

711 Third Ave 10th Floor

New York,NY10017
13-3754293 		See part VII DE 501(c)(3) 7 NA
 
 
No
(4) The Schusterman - JDC Support Foudation

711 Third Ave 10th Floor

New York,NY10017
13-4006764 		See part VII DE 501(c)(3) 11a Type 1 NA
 
 
No
(5) The Thalheimer Family -JDC Support Fdn

711 Third Ave 10th Floor

New York,NY10017
03-0391368 		See part VII DE 501(c)(3) 11a Type 1 NA
 
 
No
(6) Swergold Family Fdn for Children in cris

711 Third Ave 10th Floor

New York,NY10017
26-4139621 		See part VII DE 501(c)(3) 11a Type 1 NA
 
 
No
(7) Jack G Buncher Charitable Fund for AJJD

711 Third Ave 10th Floor

New York,NY10017
20-4393253 		See part VII PA 501(c)(3) 11a Type 1 NA
 
 
No
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership












Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Primary Activity of related Tax-exempt organization Form 990, Schedule R, Part II, column (b) The Center for Jewish Community Development, Inc - Promotes the welfare of Jewish communities worldwide The Center for the Advancement of Jewish Civilization, Inc - Promotes the advancement of Jewish civilization The International Institute for the Study of Jewish Communites, Inc - Research needs of Jewish communities throughout the world The Schusterman - JDC Support Foudation - To advance the charitable and educational purpose of JDC The Thalheimer Family -JDC Support Foudation, Inc - To advance the charitable and educational purpose of JDC Swergold Family Foundation for Children in Crises - Supports JDC mission & programs aiding children in crises Jack G. Buncher Charitable Fund for AJJDC - Supports JDC mission & programs aiding children in crises
Additional Data


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