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 07-01-2011 and ending 06-30-2012
BCheck if applicable:
CName of organization
UNITED JEWISH APPEAL-FEDERATION OF
JEWISH PHILANTHROPIES OF NEW YORK INC
Doing Business As
UJA-FEDERATION OF NEW YORK INC
 
Number and street (or P.O. box if mail is not delivered to street address)
130 EAST 59TH STREET
 
Room/suite
City or town, state or country, and ZIP + 4
NEW YORK, NY100221302
D Employer identification number

51-0172429
E Telephone number

G Gross receipts $ 729,461,000
F Name and address of principal officer:
JOHN S RUSKAY
130 EAST 59TH STREET
NEW YORK,NY10022
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UJAFEDNY.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: 1975
M State of legal domicile: NY
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: REFER TO FORM 990, PART III, LINE 1
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 159
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 156
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 483
6 Total number of volunteers (estimate if necessary) .... 6 4,000
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 1,076,000
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 911,039
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 152,562,000 189,539,000
9 Program service revenue (Part VIII, line 2g) ......... 326,000 342,000
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 81,512,000 23,182,000
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 46,000 -115,000
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 234,446,000 212,948,000
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 149,553,000 146,410,000
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) 41,507,000 41,630,000
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet28,032,000    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 25,169,000 24,718,000
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 216,229,000 212,758,000
19 Revenue less expenses. Subtract line 18 from line 12....... 18,217,000 190,000
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,228,189,000 1,201,295,000
21 Total liabilities (Part X, line 26)............. 208,997,000 200,161,000
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,019,192,000 1,001,134,000
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: THROUGH UJA-FEDERATION, YOU CARE FOR PEOPLE IN NEED, INSPIRE A PASSION FOR JEWISH LIFE AND LEARNING AND STRENGTHEN JEWISH COMMUNITIES IN NEW YORK, IN ISRAEL, AND AROUND THE WORLD.UJA-FEDERATION PURSUES ITS MISSION BY PROVIDING GRANTS, CAPACITY-BUILDING SUPPORT, AND ADVOCACY SERVICES TO CLOSE TO 100 NETWORK AGENCIES - MAJOR HEALTH AND HUMAN SERVICE AGENCIES; COMMUNITY CENTERS AND CAMPS; AGENCIES THAT SUPPORT JEWISH EDUCATION; AND A DOZEN NATIONAL AND INTERNATIONAL AGENCIES - AS WELL AS NUMEROUS OTHER NOT-FOR-PROFIT INSTITUTIONS IN NEW YORK AND ISRAEL. UJA-FEDERATION ALSO SERVES AN IMPORTANT COMMUNAL PLANNING FUNCTION BY IDENTIFYING NEW ISSUES FACING THE JEWISH COMMUNITY AND MOBILIZING INSTITUTIONS AND RESOURCES TO ADDRESS THOSE ISSUES. MANY OF UJA-FEDERATION'S NETWORK INSTITUTIONS PROVIDE SERVICES TO THE WIDER GENERAL COMMUNITY AS WELL AS TO THE JEWISH COMMUNITY.
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 $ 71,721,000 including grants of $ 64,483,000 ) (Revenue $   )
CARE FOR PEOPLE IN NEED: FUNDS RAISED AND DISBURSED BY UJA-FEDERATION OF NEW YORK AID ALMOST 1.5 MILLION PEOPLE A YEAR IN NEW YORK CITY, WESTCHESTER AND LONG ISLAND THROUGH THE ACTIVITIES OF CLOSE TO 100 BENEFICIARY AGENCIES. THESE AGENCIES SERVE BOTH JEWS AND NON-JEWS OF ALL AGES, INCLUDING IMMIGRANTS, SENIORS, PEOPLE WITH DISABILITIES, THE SICK AND THE POOR, AND THOSE SUFFERING ECONOMIC DISLOCATION DUE TO THE RECENT RECESSION. MOREOVER, THROUGH GRANTS TO THE JEWISH FEDERATIONS OF NORTH AMERICA, WHICH SUPPORTS THE JEWISH AGENCY FOR ISRAEL (JAFI) AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC), UJA-FEDERATION PROVIDES SUPPORT FOR ASSISTANCE TO IMMIGRANTS, THE POOR AND THE ELDERLY, CHILDREN AT RISK, AND OTHER VULNERABLE POPULATIONS, TOUCHING MORE THAN (CONTINUED)THREE MILLION JEWS A YEAR THROUGHOUT THE WORLD. SERVICES INCLUDE HOUSING, MEDICAL CARE, END-OF-LIFE AND PALLIATIVE CARE, MENTAL HEALTH COUNSELING, EDUCATION, FOOD PROGRAMS, VOCATIONAL EDUCATION AND GUIDANCE, TRAUMA RELIEF, AND CITIZENSHIP AND ACCULTURATION SKILLS.
4b (Code:   ) (Expenses $ 47,866,000 including grants of $ 43,036,000 ) (Revenue $   )
STRENGTHEN JEWISH COMMUNITIES: TO STRENGTHEN THE BONDS AMONG JEWS AROUND THE WORLD, UJA-FEDERATION PROVIDES FINANCIAL SUPPORT FOR RESCUE AND RESETTLEMENT OF JEWS FROM DISTRESSED COMMUNITIES AS WELL AS FOR JEWS CHOOSING TO MAKE A NEW LIFE IN ISRAEL. JEWISH COMMUNITY CENTERS AND OTHER COMMUNITY-BASED ORGANIZATIONS IN THE EIGHT-COUNTY AREA IN AND AROUND NEW YORK CITY SERVE AS GATEWAYS INTO THE JEWISH COMMUNITY AND INTO AMERICAN SOCIETY AND PROVIDE VITAL SERVICES FOR IMMIGRANTS. UJA-FEDERATION'S GRANTS FOR JAFI AND JDC PROVIDE SUPPORT FOR RESETTLEMENT OF JEWS FROM ETHIOPIA AND THE FORMER SOVIET UNION IN ISRAEL. THROUGH ENHANCED EDUCATION PROGRAMS FOR ADULTS, LEADERSHIP TRAINING, AND A VARIETY OF SOCIAL SUPPORTS FOR IMMIGRANT FAMILIES, UJA-FEDERATION FOSTERS IMMIGRANTS' INTEGRATION INTO (CONTINUED)ISRAELI SOCIETY. UJA-FEDERATION ALSO SUPPORTS COMMUNITY RELATIONS ORGANIZATIONS IN NEW YORK AND ISRAEL THAT PROMOTE TOLERANCE, EQUALITY AND MUTUAL RESPECT AMONG DIVERSE POPULATIONS.
4c (Code:   ) (Expenses $ 43,256,000 including grants of $ 38,891,000 ) (Revenue $   )
INSPIRE JEWISH LIFE AND LEARNING: UJA-FEDERATION SUPPORTS INNOVATIVE INITIATIVES THAT STRENGTHEN AND RENEW SYNAGOGUE LIFE AND JEWISH LIFE ON COLLEGE CAMPUSES, ENCOURAGE YOUNG JEWS TO DISCOVER THEIR ROOTS AND COMMUNAL IDENTITY THROUGH EXPERIENCES IN ISRAEL, STRENGTHEN JEWISH EDUCATION, AND REACH OUT TO UNAFFILIATED JEWS. UJA-FEDERATION SUPPORTS INFORMAL AND FORMAL JEWISH EDUCATION PROGRAMS FOR CHILDREN AND ADULTS IN THE NEW YORK AREA; AND, THROUGH THE FUND FOR JEWISH EDUCATION, PROVIDES FUNDING FOR MEDICAL AND PENSION BENEFITS FOR EDUCATORS IN HUNDREDS OF JEWISH DAY SCHOOLS IN THE EIGHT-COUNTY REGION.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 162,843,000
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 II
Click 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 IV
Click to see attachment
...................
9
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
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
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
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...... Click to see attachment
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................ Click to see attachment
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
......................... Click to see attachment
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......... Click to see attachment
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 ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV
................... Click to see attachment
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.. Click to see attachment
28c
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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
580
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
483
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: MediumBulletBD
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
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
Yes
 
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
1
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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
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
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
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
159
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
156
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
Yes
 
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
FL
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
LAWRENCE SWILLING CONTROLLER
130 EAST 59TH STREET
NEW YORK,NY100221302
(212) 836-1327
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) JERRY W LEVIN
PRESIDENT/DIRECTOR
0.00 X   X       0 0 0
(2) ALISA R DOCTOROFF
CHAIR OF THE BOARD/DIRECTOR
0.00 X   X       0 0 0
(3) ROGER W EINIGER
TREASURER/DIRECTOR
0.00 X   X       0 0 0
(4) ERIC S GOLDSTEIN
COMMISSION CHAIR/DIRECTOR
0.00 X   X       0 0 0
(5) ALISA F LEVIN
COMMISSION CHAIR/DIRECTOR
0.00 X   X       0 0 0
(6) HELEN SAMUELS
COMMISSION CHAIR/DIRECTOR
0.00 X   X       0 0 0
(7) JEFFREY A SCHOENFELD
COMMISSION CHAIR/DIRECTOR
0.00 X   X       0 0 0
(8) MARCIA RIKLIS
CAMPAIGN CHAIR/DIRECTOR
0.00 X   X       0 0 0
(9) KAREN SW FRIEDMAN
WOMEN'S CAMPAIGN CHAIR/DIR
0.00 X           0 0 0
(10) WAYNE K GOLDSTEIN
EXEC. COMM. AT LARGE/DIREC
0.00 X           0 0 0
(11) LAWRENCE C GOTTLIEB
EXEC. COMM. AT LARGE/DIREC
0.00 X           0 0 0
(12) LINDA MIRELS
EXEC. COMM. AT LARGE/DIREC
0.00 X           0 0 0
(13) JEFFREY M STERN
EXEC. COMM. AT LARGE/DIREC
0.00 X           0 0 0
(14) PAMELA P WEXLER
EXEC. COMM. AT LARGE/DIREC
0.00 X           0 0 0
(15) JOSEPH S ALLERHAND
DIRECTOR
0.00 X           0 0 0
(16) PHILIP ALTHEIM
DIRECTOR
0.00 X           0 0 0
(17) NURIT AMDUR
DIRECTOR
0.00 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) SANFORD L ANTIGNAS
DIRECTOR
0.00 X           0 0 0
(19) MORRIS BAILEY
DIRECTOR
0.00 X           0 0 0
(20) NATALIE W BARTH
DIRECTOR
0.00 X           0 0 0
(21) JUDITH K BAUM
DIRECTOR
0.00 X           0 0 0
(22) JOEL BECKMAN
DIRECTOR
0.00 X           0 0 0
(23) SHARI L BECKMAN
DIRECTOR
0.00 X           0 0 0
(24) SALOMON BENDAYAN
DIRECTOR
0.00 X           0 0 0
(25) FROMA B BENEROFE
DIRECTOR
0.00 X           0 0 0
(26) AL BERG
DIRECTOR
0.00 X           0 0 0
(27) ALAN S BERNIKOW
DIRECTOR
0.00 X           0 0 0
(28) LAURIE E BLITZER
DIRECTOR
0.00 X           0 0 0
(29) STEVE BLUMERT
DIRECTOR
0.00 X           0 0 0
(30) FRANCES BRANDT
DIRECTOR
0.00 X           0 0 0
(31) RUTH BRAUSE
DIRECTOR
0.00 X           0 0 0
(32) AMY BRESSMAN
DIRECTOR
0.00 X           0 0 0
(33) LEWIS S BROAD
DIRECTOR
0.00 X           0 0 0
(34) ELLEN B BROWN
DIRECTOR
0.00 X           0 0 0
(35) KENNETH A BUCKFIRE
DIRECTOR
0.00 X           0 0 0
(36) SANDRA F CAHN
DIRECTOR
0.00 X           0 0 0
(37) DR MIRIAM CASLOW
DIRECTOR
0.00 X           0 0 0
(38) LAWRENCE J COHEN
DIRECTOR
0.00 X           0 0 0
(39) PAUL M CORWIN
DIRECTOR
0.00 X           0 0 0
(40) RABBI ELLIOT J COSGROVE
DIRECTOR
0.00 X           0 0 0
(41) KIM DICKSTEIN
DIRECTOR
0.00 X           0 0 0
(42) CAROL EINIGER
DIRECTOR
0.00 X           0 0 0
(43) SIMA FELDSHER
DIRECTOR
0.00 X           0 0 0
(44) YALE M FERGANG
DIRECTOR
0.00 X           0 0 0
(45) CHERYL FISHBEIN
DIRECTOR
0.00 X           0 0 0
(46) STEVEN D FLEISCHER
DIRECTOR
0.00 X           0 0 0
(47) MARTINE FLEISHMAN
DIRECTOR
0.00 X           0 0 0
(48) FELIKS FRENKEL
DIRECTOR
0.00 X           0 0 0
(49) JAY M FURMAN
DIRECTOR
0.00 X           0 0 0
(50) EMILY GINDI
DIRECTOR
0.00 X           0 0 0
(51) JOAN GINSBURG
DIRECTOR
0.00 X           0 0 0
(52) LAURIE GIRSKY
DIRECTOR
0.00 X           0 0 0
(53) STEPHEN J GIRSKY
DIRECTOR
0.00 X           0 0 0
(54) ALLAN H GLICK
DIRECTOR
0.00 X           0 0 0
(55) ALAN GOLDBERG
DIRECTOR
0.00 X           0 0 0
(56) MURIEL GOLDBERG
DIRECTOR
0.00 X           0 0 0
(57) ERIC S GOLDSCHMIDT
DIRECTOR
0.00 X           0 0 0
(58) LESLEY GOLDWASSER
DIRECTOR
0.00 X           0 0 0
(59) CINDY R GOLUB
DIRECTOR
0.00 X           0 0 0
(60) MARILYN GOTTLIEB
DIRECTOR
0.00 X           0 0 0
(61) CLIFFORD GREENBERG
DIRECTOR
0.00 X           0 0 0
(62) DOREE GREENBERG
DIRECTOR
0.00 X           0 0 0
(63) JENNIFER GROSS
DIRECTOR
0.00 X           0 0 0
(64) JENNIFER S HARRIS
DIRECTOR
0.00 X           0 0 0
(65) JONATHAN M HARRIS
DIRECTOR
0.00 X           0 0 0
(66) ARTHUR HERSHAFT
DIRECTOR
0.00 X           0 0 0
(67) DAVID J HIDARY
DIRECTOR
0.00 X           0 0 0
(68) MARCIE IMBERMAN
DIRECTOR
0.00 X           0 0 0
(69) LIZ JAFFE
DIRECTOR
0.00 X           0 0 0
(70) SUZANNE D JAFFE
DIRECTOR
0.00 X           0 0 0
(71) MICHAEL G JESSELSON
DIRECTOR
0.00 X           0 0 0
(72) STEPHANIE R JOSEPH
DIRECTOR
0.00 X           0 0 0
(73) TRICIA KALLETT
DIRECTOR
0.00 X           0 0 0
(74) KAREN SPAR KASNER
DIRECTOR
0.00 X           0 0 0
(75) JUDY KAUFTHAL
DIRECTOR
0.00 X           0 0 0
(76) RICHARD L KAY
DIRECTOR
0.00 X           0 0 0
(77) JOEL D KAZIS
DIRECTOR
0.00 X           0 0 0
(78) EVELYN KENVIN
DIRECTOR
0.00 X           0 0 0
(79) RABBI YAAKOV KERMAIER
DIRECTOR
0.00 X           0 0 0
(80) CARA KLEIN
DIRECTOR
0.00 X           0 0 0
(81) DAVID KLEINHANDLER
DIRECTOR
0.00 X           0 0 0
(82) ROSEMARIE KLIPPER
DIRECTOR
0.00 X           0 0 0
(83) CANDICE B KOERNER
DIRECTOR
0.00 X           0 0 0
(84) LOIS KOHN-CLAAR
DIRECTOR
0.00 X           0 0 0
(85) PAUL J KONIGSBERG
DIRECTOR
0.00 X           0 0 0
(86) JOYCE L KRAMER
DIRECTOR
0.00 X           0 0 0
(87) LYNN KORDA KROLL
DIRECTOR
0.00 X           0 0 0
(88) NAOMI KRONISH
DIRECTOR
0.00 X           0 0 0
(89) PAUL KRONISH
DIRECTOR
0.00 X           0 0 0
(90) ALICE L KULICK
DIRECTOR
0.00 X           0 0 0
(91) RICHARD S LANE
DIRECTOR
0.00 X           0 0 0
(92) MICHAEL J LEFFELL
DIRECTOR
0.00 X           0 0 0
(93) CAROL L LEVIN
DIRECTOR
0.00 X           0 0 0
(94) RABBI ROBERT N LEVINE
DIRECTOR
0.00 X           0 0 0
(95) PAUL G LEVY
DIRECTOR
0.00 X           0 0 0
(96) RABBI HASKEL LOOKSTEIN
DIRECTOR
0.00 X           0 0 0
(97) WILLIAM L MACK
DIRECTOR
0.00 X           0 0 0
(98) ANDREA S MARKEZIN-PRESS
DIRECTOR
0.00 X           0 0 0
(99) MATTHEW J MARYLES
DIRECTOR
0.00 X           0 0 0
(100) ROBERT I MEYERS
DIRECTOR
0.00 X           0 0 0
(101) JOSPEH MOINIAN
DIRECTOR
0.00 X           0 0 0
(102) HARRIET S MOUCHLY-WEISS
DIRECTOR
0.00 X           0 0 0
(103) SARA NATHAN
DIRECTOR
0.00 X           0 0 0
(104) BARBARA G NOVICK
DIRECTOR
0.00 X           0 0 0
(105) DOUGLAS PHILLIPS
DIRECTOR
0.00 X           0 0 0
(106) GALINA PINCOW
DIRECTOR
0.00 X           0 0 0
(107) JOHN J POMERANTZ
DIRECTOR
0.00 X           0 0 0
(108) VICKI C FELDMAN PORTMAN
DIRECTOR
0.00 X           0 0 0
(109) STEVEN PRICE
DIRECTOR
0.00 X           0 0 0
(110) TINA PRICE
DIRECTOR
0.00 X           0 0 0
(111) KARINA RABEI-PLOTKO
DIRECTOR
0.00 X           0 0 0
(112) STEPHEN R REINER
DIRECTOR
0.00 X           0 0 0
(113) MINDY RICHENSTEIN
DIRECTOR
0.00 X           0 0 0
(114) PENNY ROSEN
DIRECTOR
0.00 X           0 0 0
(115) JILL ROSENBERG
DIRECTOR
0.00 X           0 0 0
(116) RABBI JONATHAN I ROSENBLATT
DIRECTOR
0.00 X           0 0 0
(117) SAMUEL W ROSENBLATT
DIRECTOR
0.00 X           0 0 0
(118) KEITH ROSENBLOOM
DIRECTOR
0.00 X           0 0 0
(119) RABBI PETER J RUBINSTEIN
DIRECTOR
0.00 X           0 0 0
(120) DAVID M SABLE
DIRECTOR
0.00 X           0 0 0
(121) BARBARA D SALMANSON
DIRECTOR
0.00 X           0 0 0
(122) ANDREW SAUL
DIRECTOR
0.00 X           0 0 0
(123) PHILIP SCHATTEN
DIRECTOR
0.00 X           0 0 0
(124) LYNN SCHNEIDER
DIRECTOR
0.00 X           0 0 0
(125) ANNA SCHNEUR
DIRECTOR
0.00 X           0 0 0
(126) HARVEY SCHULWEIS
DIRECTOR
0.00 X           0 0 0
(127) JODI J SCHWARTZ
DIRECTOR
0.00 X           0 0 0
(128) ERIC SEILER
DIRECTOR
0.00 X           0 0 0
(129) STEPHEN D SHAPIRO
DIRECTOR
0.00 X           0 0 0
(130) SCOTT SHAY
DIRECTOR
0.00 X           0 0 0
(131) DAVID SILVERS
DIRECTOR
0.00 X           0 0 0
(132) PATRICIA SILVERS
DIRECTOR
0.00 X           0 0 0
(133) HARRIET G SINGER
DIRECTOR
0.00 X           0 0 0
(134) SCOTT SINGER
DIRECTOR
0.00 X           0 0 0
(135) JILL W SMITH
DIRECTOR
0.00 X           0 0 0
(136) NOEL J SPIEGEL
DIRECTOR
0.00 X           0 0 0
(137) ROBIN SPIELMAN
DIRECTOR
0.00 X           0 0 0
(138) LINDA SPITZER
DIRECTOR
0.00 X           0 0 0
(139) ROBERT M STAVIS
DIRECTOR
0.00 X           0 0 0
(140) MARC K SUVALL
DIRECTOR
0.00 X           0 0 0
(141) RUTH SUZMAN
DIRECTOR
0.00 X           0 0 0
(142) FRAN E SZCZESNY
DIRECTOR
0.00 X           0 0 0
(143) DOROTHY TANANBAUM
DIRECTOR
0.00 X           0 0 0
(144) BONNIE TISCH
DIRECTOR
0.00 X           0 0 0
(145) LYNN TOBIAS
DIRECTOR
0.00 X           0 0 0
(146) LESLIE J TOPPER
DIRECTOR
0.00 X           0 0 0
(147) DAVID VALGER
DIRECTOR
0.00 X           0 0 0
(148) ELIZABETH VARET
DIRECTOR
0.00 X           0 0 0
(149) AMY VERSCHLEISER
DIRECTOR
0.00 X           0 0 0
(150) MERYL VIENER
DIRECTOR
0.00 X           0 0 0
(151) JOAN WACHTLER
DIRECTOR
0.00 X           0 0 0
(152) BRAM D WEBER
DIRECTOR
0.00 X           0 0 0
(153) VICKI WEINER
DIRECTOR
0.00 X           0 0 0
(154) ROBERT R WIENER
DIRECTOR
0.00 X           0 0 0
(155) ANNA WINDERBAUM
DIRECTOR
0.00 X           0 0 0
(156) ERIKA S WITOVER
DIRECTOR
0.00 X           0 0 0
(157) ARLENE T WITTELS
DIRECTOR
0.00 X           0 0 0
(158) DIANE WOHL
DIRECTOR
0.00 X           0 0 0
(159) STEVEN B WOLINSKY
DIRECTOR
0.00 X           0 0 0
(160) STEVEN B WOLITZER
DIRECTOR
0.00 X           0 0 0
(161) JONATHON YORMAK
DIRECTOR
0.00 X           0 0 0
(162) LYNN ZISES
DIRECTOR
0.00 X           0 0 0
(163) JOHN SRUSKAY SCH JPART III
EXEC. VICE PRES. & CEO
35.00     X       3,151,000 0 145,000
(164) IRVIN A ROSENTHAL
CHIEF FINANCIAL OFFICER
35.00     X       330,000 0 62,000
(165) ELLEN ZIMMERMAN
SECRETARY/GEN'L COUNSEL & CCO
35.00     X       257,000 0 44,000
(166) MARK MEDIN
SENIOR VICE PRESIDENT
35.00       X     324,000 0 34,000
(167) ALISA RUBIN KURSHAN
SENIOR VICE PRESIDENT
35.00       X     275,000 0 42,000
(168) STUART TAUBER
SENIOR VICE PRESIDENT
35.00       X     234,000 0 48,000
(169) ROBERTA LEINER
SENIOR VICE PRESIDENT
35.00       X     188,000 0 44,000
(170) COLIN AMBROSE
CHIEF INVESTMENT OFFICER
35.00         X   726,000 0 21,000
(171) LAWRENCE SWILLING
CONTROLLER
35.00         X   225,000 0 40,000
(172) ARON GRODINSKY
EXECUTIVE DIRECTOR
35.00         X   217,000 0 29,000
(173) WILLIAM SAMERS
VICE PRESIDENT
35.00         X   212,000 0 34,000
(174) REUBEN ROMIROWSKY
VICE PRESIDENT
35.00         X   195,000 0 40,000
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 6,334,000 0 583,000
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet79
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
 
No
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
OXFORD HEALTH PLANS
PO BOX 26973
NEW YORK,NY10087
HEALTH INSURANCE 5,401,000
FLIK INTERNATIONAL CORP
PO BOX 91337
CHICAGO,IL60693
FOOD SERVICE PROVIDER 961,000
AUS MARKETING RESEARCH SYSTEMS INC
53 WEST BALTIMORE PIKE
MEDIA,PA19063
RESEARCH 720,000
FOJP SERVICE CORP
28 EAST 28TH STREET
NEW YORK,NY10016
INSURANCE 694,000
PROSKAUER ROSE LLP
ELEVEN TIMES SQUARE
NEW YORK,NY10036
LEGAL 642,000
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet49
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 25,464,000
d Related organizations...1d 17,515,000
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
146,560,000
g Noncash contributions included in lines 1a-1f:$ 6,442,000
h Total. Add lines 1a-1f.......MediumBullet 189,539,000
 Program Service Revenue Business Code
2a TRUST FOR DISAB ADULTS 900,099 210,000 210,000    
b PUBLIC POLICY SERVICES 900,099 64,000 64,000    
c
d
e
f All other program service revenue . 68,000 68,000    
g Total. Add lines 2a–2f........MediumBullet 342,000
 Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 5,606,000 4,530,000 1,076,000  
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross rents 38,000  
b Less: rental expenses 0  
c Rental income or (loss) 38,000  
d Net rental income or (loss).......MediumBullet 38,000     38,000
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 527,750,000  
b Less: cost or other basis and sales expenses 510,174,000  
c Gain or (loss) 17,576,000  
d Net gain or (loss)..........MediumBullet 17,576,000 17,576,000    
8a Gross income from fundraising events (not including
$ 25,464,000
of contributions reported on line 1c). See Part IV, line 18 ...
a 5,443,000
b Less: direct expenses ...b 6,339,000
c Net income or (loss) from fundraising events..MediumBullet -896,000   -896,000
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        
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        
Miscellaneous Revenue Business Code
11a PENSION PLAN ADMIN FEE 561,000 132,000 132,000    
b            
c            
d All other revenue .... 611,000 611,000    
e Total. Add lines 11a–11d ......MediumBullet 743,000
12 Total revenue. See Instructions....MediumBullet 212,948,000 23,191,000 1,076,000 -858,000
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 21 142,815,000 142,815,000
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 3,000,000 3,000,000
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 595,000 595,000
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 2,749,000 791,000 864,000 1,094,000
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 29,169,000 8,041,000 7,861,000 13,267,000
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 2,419,000 667,000 652,000 1,100,000
9 Other employee benefits ....... 5,055,000 1,394,000 1,362,000 2,299,000
10 Payroll taxes ........... 2,238,000 617,000 603,000 1,018,000
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 466,000 129,000 125,000 212,000
c Accounting ........... 453,000   453,000  
d Lobbying ........... 32,000 32,000    
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 4,103,000   4,103,000  
g Other .......... 2,098,000 578,000 566,000 954,000
12 Advertising and promotion .... 1,128,000 231,000 224,000 673,000
13 Office expenses ....... 3,135,000 864,000 847,000 1,424,000
14 Information technology ...... 828,000 114,000 504,000 210,000
15 Royalties ..        
16 Occupancy ........... 3,166,000 776,000 828,000 1,562,000
17 Travel ............ 977,000 269,000 264,000 444,000
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 147,000 40,000 40,000 67,000
20 Interest ........... 2,941,000 721,000 951,000 1,269,000
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 3,215,000 921,000 959,000 1,335,000
23 Insurance .............. 432,000 2,000 428,000 2,000
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 CREDIT CARD FEES 488,000     488,000
b A/V SERVICES OUTSIDE 142,000 39,000 38,000 65,000
c OUTSIDE CATERING 138,000 15,000 24,000 99,000
d LIST MAINTENANCE 132,000     132,000
e
f All other expenses 697,000 192,000 187,000 318,000
25 Total functional expenses. Add lines 1 through 24f 212,758,000 162,843,000 21,883,000 28,032,000
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 .......... 23,024,000 1 37,891,000
2 Savings and temporary cash investments ....... 121,781,000 2 19,137,000
3 Pledges and grants receivable, net ......... 61,162,000 3 95,809,000
4 Accounts receivable, net ......... 8,452,000 4 6,018,000
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
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 ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 2,305,000 9 2,720,000
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 78,586,000
b Less: accumulated depreciation. ..... 10b 13,045,000 67,121,000 10c 65,541,000
11 Investments—publicly traded securities .......... 308,255,000 11 331,058,000
12 Investments—other securities. See Part IV, line 11 ...... 499,962,000 12 508,600,000
13 Investments—program-related. See Part IV, line 11 .. 24,210,000 13 25,893,000
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 111,917,000 15 108,628,000
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,228,189,000 16 1,201,295,000
Liabilities 17 Accounts payable and accrued expenses . 17,026,000 17 15,542,000
18 Grants payable .......... 26,239,000 18 20,002,000
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities .......... 62,228,000 20 61,143,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 42,091,000 21 41,537,000
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
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..... 61,413,000 25 61,937,000
26 Total liabilities. Add lines 17 through 25..... 208,997,000 26 200,161,000
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 ..... 489,432,000 27 493,010,000
28 Temporarily restricted net assets ..... 302,938,000 28 278,501,000
29 Permanently restricted net assets ..... 226,822,000 29 229,623,000
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 ..... 1,019,192,000 33 1,001,134,000
34 Total liabilities and net assets/fund balances ..... 1,228,189,000 34 1,201,295,000
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
212,948,000
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
212,758,000
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
190,000
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,019,192,000
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-18,248,000
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
1,001,134,000
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
UNITED JEWISH APPEAL-FEDERATION OF
JEWISH PHILANTHROPIES OF NEW YORK INC
Employer identification number

51-0172429
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.") .... 177,534,000 159,684,000 173,778,000 152,562,000 189,539,000 853,097,000
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.. 177,534,000 159,684,000 173,778,000 152,562,000 189,539,000 853,097,000
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)..           14,596,000
6 Public Support. Subtract line 5 from line 4.           838,501,000
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.. 177,534,000 159,684,000 173,778,000 152,562,000 189,539,000 853,097,000
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 14,684,000 6,525,000 11,993,000 14,024,000 4,568,000 51,794,000
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 2,478,000 1,907,000 2,351,000 1,709,000 1,076,000 9,521,000
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 696,000 498,000 445,000 533,000 743,000 2,915,000
11 Total support (Add lines 7 through 10).           917,327,000
12
12
30,112,000
13
Section C. Computation of Public Support Percentage
14
14
91.410 %
15
15
91.760 %
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, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME
 
 
 
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
UNITED JEWISH APPEAL-FEDERATION OF
JEWISH PHILANTHROPIES OF NEW YORK INC
Employer identification number

51-0172429
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
UNITED JEWISH APPEAL-FEDERATION OF
JEWISH PHILANTHROPIES OF NEW YORK INC
Employer identification number

51-0172429
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
UNITED JEWISH APPEAL-FEDERATION OF
JEWISH PHILANTHROPIES OF NEW YORK INC
Employer identification number

51-0172429
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
UNITED JEWISH APPEAL-FEDERATION OF
JEWISH PHILANTHROPIES OF NEW YORK INC
Employer identification number

51-0172429
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
UNITED JEWISH APPEAL-FEDERATION OF
JEWISH PHILANTHROPIES OF NEW YORK INC
Employer identification number

51-0172429
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) ...... 1,000  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 31,000  
c Total lobbying expenditures (add lines 1a and 1b) ................... 32,000  
d Other exempt purpose expenditures ........................ 212,726,000  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 212,758,000  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
1,000,000  
  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) ................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................ 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 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
             
b Lobbying ceiling amount
(150% of line 2a, column(e))
        6,000,000
             
c Total lobbying expenditures 31,000 33,000 35,000 32,000 131,000
             
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
             
e Grassroots ceiling amount
(150% of line 2d, column (e))
        1,500,000
             
f Grassroots lobbying expenditures 2,000 1,000 1,000 1,000 5,000
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? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
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? .......
 
 
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
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
UNITED JEWISH APPEAL-FEDERATION OF
JEWISH PHILANTHROPIES OF NEW YORK INC
Employer identification number

51-0172429
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 .......   19
2 Aggregate contributions to (during year) ...   48,000
3 Aggregate grants from (during year) ...   753,000
4 Aggregate value at end of year .......   20,839,000
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 .... 827,982,000 727,477,000 694,882,000 875,765,000
b Contributions ........ 63,230,000 24,807,000 43,712,000 34,463,000
c Net investment earnings, gains, and losses ... -11,828,000 141,139,000 66,034,000 -148,765,000
d Grants or scholarships ..... -58,111,000 -55,683,000 -52,428,000 -55,294,000
e Other expenditures for facilities
and programs ........
  -9,113,000 -24,160,000 -10,825,000
f Administrative expenses .... -728,000 -645,000 -563,000 -462,000
g End of year balance ...... 820,545,000 827,982,000 727,477,000 694,882,000
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet44.000 %
b
Permanent endowment SchDMd Bullet28.000 %
c
Temporarily restricted endowment SchDMd Bullet28.000 %
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 .................   1,118,000 1,118,000
b Buildings ................   73,449,000 11,035,000 62,414,000
c Leasehold improvements ............        
d Equipment ................   4,019,000 2,010,000 2,009,000
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 65,541,000
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) MULTI-STRATEGY HEDGE FUNDS
236,464,000 F

(B) PRIVATE EQUITY/REAL-ESTATE
119,784,000 F

(C) INTEREST IN RELATED ORGANIZATIONS
32,046,000 C

(D) NON-PUBLIC EQUITIES
107,481,000 F

(E) STATE OF ISRAEL BONDS
12,444,000 C

(F) INTEREST IN OIL AND GAS PROPERTIES
381,000 F



Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 508,600,000
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
(1) ASSETS HELD UNDER CHARITABLE TRUST AGREEMENTS 42,796,000
(2) AMOUNTS HELD ON BEHALF OF OTHER AGENCIES 41,537,000
(3) NON-DEPRECIABLE PROPERTY 10,919,000
(4) INTERCOMPANY RECEIVABLES 9,462,000
(5) CASH SURRENDER VALUE - LIFE INSURANCE 2,757,000
(6) OTHER 1,157,000



Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 108,628,000
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes  
LIABILITIES UNDER CHARITABLE TRUST AND ANNUITY AGREEMENTS 56,917,000
ACCRUED POSTRETIREMENT BENEFITS 5,020,000







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 61,937,000
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) .................... 1 212,948,000
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 212,758,000
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 190,000
4 Net unrealized gains (losses) on investments .......................... 4 -30,652,000
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8 12,404,000
9 Total adjustments (net). Add lines 4 through 8 ......................... 9 -18,248,000
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 -18,058,000
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 191,322,000
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a -30,652,000
b Donated services and use of facilities ......... 2b 200,000
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d 12,929,000
e Add lines 2a through 2d ..................... 2e -17,523,000
3 Subtract line 2e from line 1..................... 3 208,845,000
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 4,103,000
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c 4,103,000
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 212,948,000
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 208,855,000
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 200,000
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e 200,000
3 Subtract line 2e from line 1..................... 3 208,655,000
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 4,103,000
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c 4,103,000
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 212,758,000
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
  PART IV, LINE 2B: CERTAIN NETWORK AGENCIES INVEST IN THE UJA-FEDERATION POOLED INVESTMENT ACCOUNT.
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INTENDED USES OF ENDOWMENT FUNDS: THE ORGANIZATION'S OPERATING BUDGET IS BASED UPON A TOTAL "SOURCES & USES" OF FUNDS CONCEPT. SOURCES OF FUNDING ARE IDENTIFIED DURING THE OPERATING BUDGET PROCESS TO COVER PLANNED EXPENDITURES. OTHER THAN THE ANNUAL CAMPAIGN, THE ENDOWMENT IS THE NEXT SINGLE HIGHEST SOURCE OF FUNDING FOR BUDGETARY NEEDS.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: FIN 48: THE ORGANIZATION FOLLOWS THE PROVISIONS OF ASC 740-10, INCOME TAXES - OVERALL, RELATING TO UNCERTAINTY IN INCOME TAXES. FOR UJA-FEDERATION, ASC 740-10 IS PRIMARILY APPLICABLE TO THE INCURRENCE OF UNRELATED BUSINESS INCOME TAX (UBIT) ATTRIBUTABLE TO CERTAIN OF ITS INVESTMENTS. ASC 740-10 ESTABLISHES A MINIMUM THRESHOLD FOR FINANCIAL STATEMENT RECOGNITION OF THE BENEFITS OF POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN FILING TAX RETURNS. IT REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE "MORE-LIKELY-THAN-NOT" THRESHOLD ARE RECORDED AS A TAX EXPENSE. THERE ARE NO TAX POSITIONS NOT DEEMED TO MEET THE "MORE-LIKELY THAN-NOT" THRESHOLD.
PART XI, LINE 8 - OTHER ADJUSTMENTS:   IMPUTED RENTAL INCOME 12,929,000. POSTRETIREMENT BENEFIT CHANGES OTHER THAN NET PERIODIC BENEFIT COST -525,000. TOTAL TO SCHEDULE D, PART XI, LINE 8: 12,404,000.
PART XII, LINE 2D - OTHER ADJUSTMENTS:   IMPUTED RENTAL INCOME 12,929,000.
    PART I, LINES 5 AND 6: THE ORGANIZATION DOES NOT MAINTAIN DONOR ADVISED FUNDS.
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
UNITED JEWISH APPEAL-FEDERATION OF
JEWISH PHILANTHROPIES OF NEW YORK INC
Employer identification number

51-0172429
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
NORTH AMERICA 0 1 PROGRAM SERVICES INSURANCE SERVICES FOR NETWORK AGENCIES 7,255,000
MIDDLE EAST 1 4 PROGRAM SERVICES MONITORING OF GRANTS - REFER TO SCHEDULE F, PART V, SUPPLEMENTAL INFORMATION 567,000
RUSSIA 0 0 GRANTMAKING   595,000
CARIBBEAN     INVESTMENTS   273,028,000
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 1 5 281,445,000
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 1 5 281,445,000
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)
RUSSIA JEWISH LIFE AND LEARNING 595,000 WIRE      
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
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
1
3
Enter total number of other organizations or entities ........................MediumBullet
 
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
PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:   SCHEDULE F, PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF FOREIGN GRANT FUNDS: FUNDS FOR OVERSEAS PROGRAM ACTIVITIES ARE DISTRIBUTED THROUGH THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) PRIMARILY TO THE JEWISH AGENCY FOR ISRAEL (JAFI) AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC. (JDC). OVERSEAS ORGANIZATIONS RECEIVING FUNDS FROM JFNA UTILIZE SUCH FUNDS FOR ACTIVITIES AND PROGRAMS THAT SUPPORT UJA-FEDERATION'S CHARITABLE PURPOSES. GRANTS AND CONTRACTS PAID THROUGH CHARITIES AID FOUNDATION (CAF): UJA-FEDERATION HAS CONTRACTED WITH CHARITIES AID FOUNDATION (CAF) TO PROVIDE OVERSIGHT OF AND DISBURSE FUNDS FOR THREE TARGETED GRANTS IN THE FORMER SOVIET UNION (FSU) THAT SUPPORT UJA-FEDERATION'S CHARITABLE PURPOSES AND THAT ARE NOT UNDER THE OVERSIGHT OF JFNA. A PROFESSIONAL EMPLOYED BY CAF IN MOSCOW MONITORS THOSE GRANTS IN CONJUNCTION WITH UJA-FEDERATION PROFESSIONAL STAFF IN NEW YORK. UJA-FEDERATION ALSO MAKES DIRECT GRANTS TO CAF FOR TARGETED PROGRAMS OF CAPACITY-BUILDING FOR GRASSROOTS ORGANIZATIONS IN THE FSU; THOSE GRANTS ARE MONITORED BY UJA-FEDERATION PROFESSIONAL STAFF WHO ARE RESIDENT IN NEW YORK BUT VISIT THE FSU. ALL GRANTEES SUBMIT TWO REPORTS EACH YEAR (A SIX-MONTH AND A FINAL REPORT). THE REPORTS INCLUDE NARRATIVE, STATISTICAL, AND ACCOUNTING COMPONENTS AND SERVE TO ENSURE THAT PROGRAMMATIC OBJECTIVES ARE APPROPRIATELY ATTAINED, AND THAT EXPENDITURES QUALIFY FOR REIMBURSEMENT UNDER THE GRANT. UJA-FEDERATION'S ISRAEL OFFICE, IN CONJUNCTION WITH STAFF IN NEW YORK, REVIEW TWO ANNUAL REPORTS (A SIX-MONTH AND A FINAL REPORT) FOR TARGETED GRANT PROGRAMS THAT ARE LOCATED IN ISRAEL AND OTHER FOREIGN LOCATIONS AND FOR WHICH FUNDS ARE DISTRIBUTED THROUGH JFNA. THE REPORTS INCLUDE NARRATIVE, STATISTICAL, AND ACCOUNTING COMPONENTS AND SERVE TO ENSURE THAT PROGRAMMATIC OBJECTIVES ARE APPROPRIATELY ATTAINED, AND THAT EXPENDITURES QUALIFY FOR REIMBURSEMENT UNDER THE GRANT. IN ISRAEL, OUR GRANTEE ORGANIZATIONS ARE LEGALLY REGISTERED WITH JAFI, WHICH RELEASES REGULAR GRANT PAYMENTS BASED ON COORDINATION WITH OUR ISRAEL OFFICE.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,or if the organization entered more than $15,000 on Form 990-EZ, line 6a.right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
UNITED JEWISH APPEAL-FEDERATION OF
JEWISH PHILANTHROPIES OF NEW YORK INC
Employer identification number

51-0172429
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

WALL STREET DINNER
(event type)
(b) Event #2

LAWYER'S DINNER
(event type)
(c) Other Events

117
(total number)
(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 3,633,000 2,130,000 23,513,000 29,276,000
2 Less: Charitable
contributions . . .
3,415,000 1,908,000 20,125,000 25,448,000
3 Gross income (line 1
minus line 2) . . .
218,000 222,000 3,388,000 3,828,000
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .     111,000 111,000
6 Rent/facility costs . .        
7 Food and beverages . . 342,000 194,000 2,921,000 3,457,000
8 Entertainment . . . 37,000   380,000 417,000
9 Other direct expenses . 22,000 26,000 328,000 376,000
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 4,361,000
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow -533,000
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 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
UNITED JEWISH APPEAL-FEDERATION OF
JEWISH PHILANTHROPIES OF NEW YORK INC
Employer identification number
51-0172429
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) 92ND STREET YM-YWHA1395 LEXINGTON AVENUE
NEW YORK,NY10128
13-1624229 501(C)(3) 730,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(2)  
 
 
          CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(3) ADVANCING HUMAN RIGHTS277 PARK AVENUE 49TH FLOOR
NEW YORK,NY10172
27-2838322 501(C)(3) 60,000       PEOPLEHOOD
(4) AMERICAN FRIENDS OF PAIDEIA1350 AVE OF THE AMERICAS STE 1200
NEW YORK,NY10019
43-2031997 501(C)(3) 96,000       PEOPLEHOOD
(5) AMERICAN JEWISH HISTORICAL SOCIETY15 WEST 16TH STREET
NEW YORK,NY10011
13-1764804 501(C)(3) 1,982,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(6) AMERICAN-ISRAEL FRIENDSHIP LEAGUE134 EAST 39TH STREET
NEW YORK,NY10016
23-7252135 501(C)(3) 10,000       CARING
(7) ARDEN HEIGHTS-BOULEVARD CENTERCONGREGATION ETZ CHAIM 1766 ARTHUR
KILL ROAD
STATEN ISLAND,NY10312
23-7325106 501(C)(3) 15,000       PEOPLEHOOD/JEWISH LIFE & LEARNING
(8) ARTS CONNECTION520 EIGHTH AVENUE SUITE 321
NEW YORK,NY10018
13-2953240 501(C)(3) 13,000       CARING
(9) ASSOCIATED CAMPS INC- BLOCK & HEXTER VACATION CENTERUNIT A - 109271 ROUTE 46
FAIRFIELD,NJ07004
23-7037974 501(C)(3) 86,000 135,000 APPRAISAL IMPUTED RENT PEOPLEHOOD/JEWISH LIFE & LEARNING
(10) BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER15 NEIL COURT
OCEANSIDE,NY115725815
11-2002556 501(C)(3) 949,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(11) BERKSHIRE HILLS-EMANUEL CAMPS49 WEST 38TH STREET 5TH FLOOR
NEW YORK,NY10018
13-1739934 501(C)(3) 188,000       PEOPLEHOOD/JEWISH LIFE & LEARNING
(12) BETH ISRAEL MEDICAL CENTER1ST AVENUE AT 16TH STREET
NEW YORK,NY10003
13-5564934 501(C)(3) 241,000       CARING
(13) BIRTHRIGHT ISRAEL FOUNDATION33 EAST 33RD STREET 7TH FLOOR
NEW YORK,NY10016
13-4092050 501(C)(3) 150,000       JEWISH LIFE & LEARNING
(14) BLOOMINGDALE SCHOOL OF MUSIC323 WEST 108TH STREET
NEW YORK,NY10025
13-2562192 501(C)(3) 25,000       CARING
(15) BLYTHEDALE CHILDREN'S HOSPITAL95 BRADHURST AVENUE
VALHALLA,NY105951697
13-1739922 501(C)(3) 15,000       CARING
(16) BRONX HOUSE JEWISH COMMUNITY CENTER990 PELHAM PARKWAY SOUTH
BRONX,NY10461
13-1739935 501(C)(3) 319,000       CARING/PEPOPLEHOOD/JEWISH LIFE & LEARNING
(17) BRONX JEWISH COMMUNITY COUNCIL2930 WALLACE AVENUE
BRONX,NY10467
13-2744533 501(C)(3) 214,000       CARING
(18) BRONX-RIVERDALE YM-YWHA5625 ARLINGTON AVENUE
BRONX,NY10471
13-1740507 501(C)(3) 543,000 3,000 FMV IMPUTED INTEREST CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(19) BROOKLYN HEIGHTS SYNAGOGUE131 REMSEN STREET
BROOKLYN,NY11201
11-2404508 501(C)(3) 25,000       JEWISH LIFE & LEARNING
(20) CAMP DORA GOLDING5515 NEW UTRECHT AVENUE
BROOKLYN,NY11219
13-6000413 501(C)(3) 89,000 45,000 APPRAISAL IMPUTED RENT PEOPLEHOOD/JEWISH LIFE & LEARNING
(21) CANCER CARE INC275 7TH AVENUE
NEW YORK,NY10001
13-1825919 501(C)(3) 36,000       CARING
(22) CAROLINE AND JOSEPH S GRUSS LIFE MONUMENT FUNDS INC45 BROADWAY
NEW YORK,NY10006
13-3573461 501(C)(3) 3,054,000       JEWISH LIFE & LEARNING
(23) CASITA MARIA INC928 SIMPSON STREET
BRONX,NY10459
13-1623994 501(C)(3) 13,000       CARING
(24) CENTERLIGHT HEALTH SYSTEM612 ALLERTON AVENUE
BRONX,NY10467
13-1739920 501(C)(3) 86,000       CARING
(25) CENTRAL QUEENS YM & YWHA6709 108TH STREET
FOREST HILLS,NY11375
11-1633509 501(C)(3) 713,000 9,000 FMV IMPUTED INTEREST CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(26) CENTRAL SYNAGOGUE123 EAST 55TH STREET
NEW YORK,NY10022
13-1628161 501(C)(3) 10,000       JEWISH LIFE & LEARNING
(27) CHABAD OF CLINTON HILL341B GRAND AVENUE
BROOKLYN,NY11238
26-0453245 501(C)(3) 9,000       JEWISH LIFE & LEARNING
(28) CHEVRA HATZALAH1340 EAST 9TH STREET
BROOKLYN,NY11230
11-2420013 501(C)(3) 100,000       CARING
(29) COMMUNITY ASSOCIATION FOR JEWISH AT RISK CEMETERIESONE BARKER AVENUE
WHITE PLAINS,NY10601
56-2649778 501(C)(3) 20,000       CARING
(30) CONGREGATION ANSCHE CHESED251 WEST 100TH STREET
NEW YORK,NY10025
13-1624204 501(C)(3) 15,000       PEOPLEHOOD/JEWISH LIFE & LEARNING
(31) CONGREGATION BETH ELOHIM274 GARFIELD PLACE
BROOKLYN,NY11215
11-1672755 501(C)(3) 30,000       PEOPLEHOOD/JEWISH LIFE & LEARNING
(32) CONGREGATION KEHILATH JESHURUN125 EAST 85TH STREET
NEW YORK,NY10028
13-1656644 501(C)(3) 11,000       CARING/JEWISH LIFE & LEARNING
(33) CONGREGATION SHAARE ZEDEK212 WEST 93RD STREET
NEW YORK,NY10025
13-1628165 501(C)(3) 10,000       JEWISH LIFE & LEARNING
(34) CONGREGATION SONS OF ISRAEL111 IRVING PLACE
WOODMERE,NY11598
11-1704596 501(C)(3) 10,000       JEWISH LIFE & LEARNING
(35) COUNCIL OF JEWISH EMIGRE COMMUNITY ORGANIZATION INC40 EXCHANGE PLACE SUITE 1302
NEW YORK,NY10005
13-3955736 501(C)(3) 821,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(36) DARIM ONLINE204 RIDGE STREET SUITE 100
CHARLOTTESVILLE,VA22902
06-1594680 501(C)(3) 49,000       JEWISH LIFE & LEARNING
(37) DARKHEI NOAM CO MICHAEL ZEUNER310 WEST 86TH STREET APT4A
NEW YORK,NY10025
35-2169126 501(C)(3) 10,000       JEWISH LIFE & LEARNING
(38) DOR CHADASH165 EAST 56TH STREET
NEW YORK,NY10022
20-3113544 501(C)(3) 140,000       PEOPLEHOOD/JEWISH LIFE & LEARNING
(39) DOROT171 WEST 85TH STREET
NEW YORK,NY10024
13-3264005 501(C)(3) 294,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(40) EDEN VILLAGE CAMP392 DENNYTOWN
PUTNAM VALLEY,NY10579
26-4373931 501(C)(3)   255,000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(41) EDITH AND CARL MARKS JEWISH COMMUNITY HOUSE OF BENSONHURST7802 BAY PARKWAY
BROOKLYN,NY11214
11-1633484 501(C)(3) 1,709,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(42) ELAINE KAUFMAN CULTURAL CENTER ABRAHAM GOODMAN HOUSE129 WEST 67TH STREET
NEW YORK,NY10023
13-1991118 501(C)(3) 25,000       CARING
(43) EZRA USA INC CO DANIEL ELINSON311 SEA BREEZE AVENUE
BROOKLYN,NY11224
26-3923295 501(C)(3) 10,000       JEWISH LIFE & LEARNING
(44) FEGS HEALTH AND HUMAN SERVICES SYSTEM315 HUDSON STREET
NEW YORK,NY10013
13-1624000 501(C)(3) 5,259,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(45) FOOTSTEPS INC217 THOMPSON STREET SUITE 367
NEW YORK,NY10012
20-0666923 501(C)(3) 20,000       JEWISH LIFE & LEARNING
(46) FOUNDATION FOR JEWISH CULTUREPO BOX 489
NEW YORK,NY10011
13-1927751 501(C)(3) 200,000       JEWISH LIFE & LEARNING
(47) FRIENDS OF BEZALEL ACADEMY OF ARTS AND DESIGN370 LEXINGTON AVENUE SUITE 16212
NEW YORK,NY10017
13-2952614 501(C)(3) 20,000       PEOPLEHOOD/JEWISH LIFE & LEARNING
(48) FRIENDS OF ISRAEL SCOUTS INC50 WEST 58TH STREET
NEW YORK,NY10019
13-3843506 501(C)(3) 10,000       PEOPLEHOOD
(49) GURWIN JEWISH NURSING & REHABILITATION CENTER68 HAUPPAUGE ROAD
COMMACK,NY117259017
11-2785201 501(C)(3) 115,000       CARING
(50) HABONIM DROR OF NORTH AMERICA114 WEST 26TH STREET SUITE 1004
NEW YORK,NY10001
11-3301957 501(C)(3) 30,000       PEOPLEHOOD
(51) HANNAH SENESH COMMUNITY DAY SCHOOL342 SMITH STREET
BROOKLYN,NY11231
20-3330699 501(C)(3) 8,000       JEWISH LIFE & LEARNING
(52) HAZON INC125 MAIDEN LANE SUITE 8B
NEW YORK,NY10038
13-4087102 501(C)(3) 107,000       PEOPLEHOOD/JEWISH LIFE & LEARNING
(53) HEBREW EDUCATIONAL SOCIETY9502 SEAVIEW AVENUE
BROOKLYN,NY11236
11-1642720 501(C)(3) 552,000 685,000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(54) HEBREW FREE BURIAL ASSOCIATION INC224 WEST 35TH STREET ROOM 300
NEW YORK,NY10001
13-5596755 501(C)(3) 41,000       CARING
(55) HEBREW FREE LOAN SOCIETY675 3RD AVENUE SUITE 1905
NEW YORK,NY10017
13-5562239 501(C)(3) 329,000 13,000 FMV IMPUTED INTEREST CARING
(56) HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGIONBROOKDALE CENTER ONE WEST 4TH
STREET
NEW YORK,NY10012
31-0537067 501(C)(3) 212,000       JEWISH LIFE & LEARNING
(57) HENRY KAUFMANN CAMPGROUNDS INC667 BLAUVELT ROAD
PEARL RIVER,NY10965
13-5633239 501(C)(3) 641,000 3,206,000 APPRAISAL IMPUTED RENT PEOPLEHOOD/JEWISH LIFE & LEARNING
(58) HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFENW 800 EIGHTH STREET
WASHINGTON,DC200013724
52-1844823 501(C)(3) 1,469,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(59) HOPE FOR HEROISM5901 WILSON AVENUE SOUTH
SEATTLE,WA98118
91-2105756 501(C)(3) 50,000       PEOPLEHOOD
(60) HUMAN SERVICES COUNCIL OF NEW YORK CITY130 EAST 59TH STREET
NEW YORK,NY10022
13-3620059 501(C)(3) 18,000       CARING
(61) INSTITUE FOR JEWISH COMMUNITY RESEARCH BE'CHOL LASH27 WEST 24TH STREET SUITE 10D
NEW YORK,NY10010
94-3307253 501(C)(3) 50,000       PEOPLEHOOD
(62) ISABELLA FREEDMAN JEWISH RETREAT CENTER116 JOHNSON ROAD
FALLS VILLAGE,CT06031
13-1623922 501(C)(3) 607,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(63) JCC ROCKLAND450 WEST NYACK ROAD
WEST NYACK,NY10994
13-3329286 501(C)(3) 18,000       CARING
(64) JDUB RECORDS295 LAFAYETTE STREET SUITE 501
NEW YORK,NY10012
27-0095012 501(C)(3) 10,000       JEWISH LIFE & LEARNING
(65) JEWISH ASSOCIATION SERVING THE AGING (JASA)247 WEST 37TH STREET 9TH FLOOR
NEW YORK,NY10018
13-2620896 501(C)(3) 2,573,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(66) JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES135 WEST 50TH STREET 6TH FLOOR
NEW YORK,NY10020
13-5564937 501(C)(3) 6,735,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(67) JEWISH CHILD CARE ASSOCIATION OF NEW YORK120 WALL STREET
NEW YORK,NY10005
13-1624060 501(C)(3) 992,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(68) JEWISH COMMUNITY CENTER OF MID-WESTCHESTER999 WILMOT ROAD
SCARSDALE,NY105836899
13-3617061 501(C)(3) 739,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(69) JEWISH COMMUNITY CENTER OF STATEN ISLAND1466 MANOR ROAD
STATEN ISLAND,NY10314
13-5562256 501(C)(3) 757,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(70) JEWISH COMMUNITY CENTER OF THE GREATER FIVE TOWNS207 GROVE AVENUE
CEDARHURST,NY11516
11-2546437 501(C)(3) 749,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(71) JEWISH COMMUNITY CENTERS ASSOCIATION520 EIGHTH AVENUE 4TH FLOOR
NEW YORK,NY10018
13-5599486 501(C)(3) 6,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(72) JEWISH COMMUNITY PROJECT DOWNTOWN146 DUANE STREET
NEW YORK,NY10013
11-3706587 501(C)(3) 20,000       JEWISH LIFE & LEARNING
(73) JEWISH COMMUNITY RELATIONS COUNCIL OF NEW YORK225 WEST 34TH STREET SUITE 1607
NEW YORK,NY10122
13-2869041 501(C)(3) 1,909,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(74) JEWISH DEAF RESOURCE CENTERPO BOX 318
HARTSDALE,NY10530
13-3914924 501(C)(3) 20,000       CARING
(75) JEWISH FEDERATIONS OF NORTH AMERICA - FOR BIRTHRIGHT ISRAEL25 BROADWAY SUITE 1700
NEW YORK,NY10004
13-1624240 501(C)(3) 1,571,000       JEWISH LIFE & LEARNING
(76) JEWISH FEDERATIONS OF NORTH AMERICA25 BROADWAY SUITE 1700
NEW YORK,NY10004
13-1624240 501(C)(3) 5,094,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(77) JEWISH FEDERATIONS OF NORTH AMERICA - FOR JAFI25 BROADWAY SUITE 1700
NEW YORK,NY10004
13-1624240 501(C)(3) 29,902,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(78) JEWISH FEDERATIONS OF NORTH AMERICA - FOR JDC25 BROADWAY SUITE 1700
NEW YORK,NY10004
13-1624240 501(C)(3) 12,559,000       CARING/JEWISH LIFE & LEARNING
(79) JEWISH FEDERATIONS OF NORTH AMERICA - FOR NATIONAL ORGANIZATIONS25 BROADWAY SUITE 1700
NEW YORK,NY10004
13-1624240 501(C)(3) 1,842,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(80) JEWISH FEDERATIONS OF NORTH AMERICA - TARGETED GRANTS25 BROADWAY SUITE 1700
NEW YORK,NY10004
13-1624240 501(C)(3) 11,177,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING SEE PART IV - SUPPL INFO
(81) JEWISH GENETIC DISEASE CONSORTIUM450 WEST END AVENUE
NEW YORK,NY10024
20-4682324 501(C)(3) 40,000       CARING
(82) JEWISH HOME LIFECARE120 WEST 106TH STREET
NEW YORK,NY100253797
13-1624033 501(C)(3) 300,000       CARING/JEWISH LIFE & LEARNING
(83) JEWISH INTERNATIONAL CONNECTIONS NEW YORK (JICNY)382 CENTRAL PARK WEST 4A
NEW YORK,NY10025
54-2102372 501(C)(3) 34,000       PEOPLEHOOD
(84) JEWISH THEOLOGICAL SEMINARY OF AMERICA3080 BROADWAY
NEW YORK,NY100274649
13-0887640 501(C)(3) 136,000       CARING/PEOPLEHOOD
(85) KEHILAT ROMEMU308 WEST 92ND STREET SUITE 5B
NEW YORK,NY10025
11-3774106 501(C)(3) 10,000       JEWISH LIFE & LEARNING
(86) KINGS BAY YM-YWHA3495 NOSTRAND AVENUE
BROOKLYN,NY11229
11-3068515 501(C)(3) 904,000 728,000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(87) KOLOT CHAYEINUVOICES OF OUR LIVES1012 8TH AVENUE
BROOKLYN,NY11215
11-3223086 501(C)(3) 10,000       JEWISH LIFE & LEARNING
(88) KUPFERBERG CENTER PERFORMANCESQUEENS COLLEGE 6530 KISSENA BLVD
FLUSHING,NY11367
11-6080521 501(C)(3) 12,000       CARING
(89) MAGEN DAVID UNION SQUARE3 WEST 16TH STREET 2ND FLOOR
NEW YORK,NY10011
05-0618564 501(C)(3) 10,000       JEWISH LIFE & LEARNING
(90) MAIMONIDES MEDICAL CENTER4802 TENTH AVENUE
BROOKLYN,NY11219
11-1635081 501(C)(3) 190,000       CARING
(91) MAKOM - THE ISRAEL ENGAGEMENT NETWORK633 3RD AVENUE 21ST FLOOR
NEW YORK,NY10017
23-0053483 501(C)(3) 40,000       JEWISH LIFE & LEARNING
(92) MATAN THE GIFT OF JEWISH LEARNING FOR EVERY CHILD333 MAMARONECK AVENUE 342
WHITE PLAINS,NY10605
13-4174834 501(C)(3) 56,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(93) MECHON HADAR190 AMSTERDAM AVENUE
NEW YORK,NY10023
26-4412164 501(C)(3) 170,000       JEWISH LIFE & LEARNING
(94) MEDICAL DEVELOPMENT FOR ISRAELSCHNEIDER CHILDREN'S MEDICAL CENTER295 MADISON AVENUE
NEW YORK,NY10017
13-3140298 501(C)(3) 40,000       CARING
(95) MEMORIAL FOUNDATION ON JEWISH CULTURE50 BROADWAY 34TH FLOOR
NEW YORK,NY10004
13-6209691 501(C)(3) 80,000       PEOPLEHOOD
(96) MERRICK JEWISH CENTRE225 FOX BOULEVARD
MERRICK,NY11566
26-1121427 501(C)(3) 9,000       JEWISH LIFE & LEARNING
(97) METROPOLITAN COUNCIL ON JEWISH POVERTY80 MAIDEN LANE 21ST FLOOR
NEW YORK,NY10038
13-2738818 501(C)(3) 5,045,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(98) METROPOLITAN JEWISH HEALTH SYSTEM323 SEVENTH AVENUE 3RD FLOOR
BROOKLYN,NY112204711
11-3538697 501(C)(3) 428,000       CARING
(99) MID-ISLAND Y JEWISH COMMUNITY CENTER45 MANETTO HILL ROAD
PLAINVIEW,NY118031396
11-1841899 501(C)(3) 539,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(100) MIDORI & FRIENDS352 SEVENTH AVENUE SUITE 301
NEW YORK,NY10001
13-3682472 501(C)(3) 25,000       CARING
(101) MOISHE HOUSE1330 BROADWAY SUITE 801
OAKLAND,CA94612
26-2599786 501(C)(3) 179,000       JEWISH LIFE & LEARNING
(102) MONTEFIORE MEDICAL CENTER111 EAST 210TH STREET
BRONX,NY104672490
13-1740114 501(C)(3) 183,000       CARING
(103) MOSHOLU-MONTEFIORE COMMUNITY CENTER3450 DEKALB AVENUE
BRONX,NY10467
13-3622107 501(C)(3) 308,000 216,000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(104) MOUNT SINAI SCHOOL OF MEDICINEANNENBERG BUILDINGONE GUSTAVE L
LEVY PL 5TH FL
NEW YORK,NY10029
13-6171197 501(C)(3) 254,000       CARING
(105) MOVING TRADITIONS261 OLD YORK ROAD
JENKINTOWN,PA19046
34-2015014 501(C)(3) 85,000       JEWISH LIFE & LEARNING
(106) MUSEUM OF JEWISH HERITAGE A LIVING MEMORIAL TO THE HOLOCAUST34 BATTERY PLACE
NEW YORK,NY10280
13-3376265 501(C)(3) 6,000       PEOPLEHOOD/JEWISH LIFE & LEARNING
(107) MY JEWISH LEARNING377 5TH AVENUE 2ND FLOOR
NEW YORK,NY10016
75-3121535 501(C)(3) 108,000       PEOPLEHOOD/JEWISH LIFE & LEARNING
(108) NATIONAL ASSOCIATION OF JEWISH CHAPLAINS901 ROUTE 10
WHIPPANY,NJ07981
06-1288389 501(C)(3) 63,000       CARING
(109) NATIONAL RAMAH COMMISSION INC3080 BROADWAY
NEW YORK,NY100274649
13-6161110 501(C)(3) 25,000       CARING
(110) NEHIRIM125 MAIDEN LANE SUITE 8B
NEW YORK,NY10038
26-4589025 501(C)(3) 9,000       PEOPLEHOOD
(111) NEW YORK LEGAL ASSISTANCE GROUP7 HANOVER SQUARE 18TH FLOOR
NEW YORK,NY10004
13-3505428 501(C)(3) 1,733,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(112) NEW YORK SERVICE FOR THE HANDICAPPED CAMP OAKHURST1140 BROADWAY ROOM 903
NEW YORK,NY10001
13-5674230 501(C)(3) 55,000       CARING/PEOPLEHOOD
(113) NEW YORK UNIVERSITY SCHOOL OF SOCIAL WORKONE WASHINGTON SQUARE NORTH
NEW YORK,NY10003
13-5562308 501(C)(3) 31,000       CARING
(114) NONPROFIT COORDINATING COMMITTEE OF NEW YORK1350 BROADWAY ROOM 1801
NEW YORK,NY10018
13-3216408 501(C)(3) 12,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(115) NORTH SHORE JEWISH CENTER385 OLD TOWN ROAD
PORT JEFFERSON STA,NY11776
11-1775933 501(C)(3) 20,000       PEOPLEHOOD/JEWISH LIFE & LEARNING
(116) OHEL AYALAH305 E 24TH STREET
NEW YORK,NY10010
23-2206821 501(C)(3) 15,000       CARING/JEWISH LIFE & LEARNING
(117) OHEL CHILDREN'S HOME AND FAMILY SERVICES4510 16TH AVENUE
BROOKLYN,NY11204
11-6078704 501(C)(3) 140,000       CARING
(118) PARK AVENUE SYNAGOGUE50 EAST 87TH STREET
NEW YORK,NY10128
13-1860028 501(C)(3) 15,000       JEWISH LIFE & LEARNING
(119) PARK EAST SYNAGOGUE163 EAST 67TH STREET
NEW YORK,NY10065
13-1766598 501(C)(3) 10,000       JEWISH LIFE & LEARNING
(120) PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION271-11 76TH AVENUE
NEW HYDE PARK,NY110401433
13-2631069 501(C)(3) 166,000       CARING
(121) PENN SOUTH SOCIAL SERVICES INC290 NINTH AVENUE
NEW YORK,NY10001
13-3413349 501(C)(3) 23,000       CARING
(122) PROJECT KESHER44 ASHLAND AVENUE SUITE 321
EVANSTON,IL60201
36-3673594 501(C)(3) 73,000       JEWISH LIFE & LEARNING
(123) RAMAPO FOR CHILDRENP O BOX 266
RHINEBECK,NY12572
13-5600422 501(C)(3) 130,000       CARING/PEOPLEHOOD
(124) REPAIR THE WORLD555 8TH AVENUE SUITE 1703
NEW YORK,NY10018
36-4524686 501(C)(3) 300,000       PEOPLEHOOD
(125) RICHARD ROSENTHAL JCC OF NORTHERN WESTCHESTER600 BEAR RIDGE ROAD
PLEASANTVILLE,NY10570
13-3626607 501(C)(3) 470,000 410,000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(126) RICHMOND CHORAL SOCIETYPO BOX 141002
STATEN ISLAND,NY10314
13-2921818 501(C)(3) 8,000       CARING
(127) RIVERDALE TEMPLE4545 INDEPENDENCE AVENUE
BRONX,NY10471
13-1869317 501(C)(3) 7,000       JEWISH LIFE & LEARNING
(128) SAGE SENIOR ACTION IN A GAY ENVIRONMENT305 SEVENTH AVENUE 6TH FLOOR
NEW YORK,NY10001
13-2947657 501(C)(3) 45,000       CARING
(129) SAMUEL FIELD YM&YWHA5820 LITTLE NECK PARKWAY
LITTLE NECK,NY11362
11-3071518 501(C)(3) 1,226,000 2,466,000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(130) SCHOLARS FOR PEACE IN THE MIDDLE EAST8 FALCONS POINTE DRIVE
CHICO,CA95928
42-1565640 501(C)(3) 100,000       PEOPLEHOOD
(131) SELFHELP COMMUNITY SERVICES520 EIGHTH AVENUE 5TH FLOOR
NEW YORK,NY10018
13-1624178 501(C)(3) 1,285,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(132) SEPHARDIC COMMUNITY ALLIANCE140 FULTON STREET 5TH FLOOR
NEW YORK,NY10038
27-0728655 501(C)(3) 65,000       PEOPLEHOOD
(133) SEPHARDIC COMMUNITY CENTER1901 OCEAN PARKWAY
BROOKLYN,NY112233056
11-2567809 501(C)(3) 570,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(134) SHALOM HARTMAN INSTITUTE OF NORTH AMERICAONE PENNSYLVANIA PLAZA SUITE 1606
NEW YORK,NY10119
13-3014387 501(C)(3) 50,000       PEOPLEHOOD
(135) SHOREFRONT YM-YWHA OF BRIGHTON-MANHATTAN BEACH3300 CONEY ISLAND AVENUE
BROOKLYN,NY112356606
11-3070228 501(C)(3) 1,080,000 1,659,000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(136) SID JACOBSON JEWISH COMMUNITY CENTER300 FOREST DRIVE
EAST HILLS,NY11548
11-1976051 501(C)(3) 794,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(137) SINAI FREE SYNAGOGUE550 NORTH COLUMBUS AVENUE
MOUNT VERNON,NY10552
13-1802296 501(C)(3) 6,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(138) SOCCER FOR PEACE240 WEST 98TH STREET APT 12A
NEW YORK,NY10025
35-2204045 501(C)(3) 10,000       PEOPLEHOOD
(139) SURPRISE LAKE CAMP307 7TH AVENUE SUITE 900
NEW YORK,NY10001
13-1623869 501(C)(3) 250,000       PEOPLEHOOD/JEWISH LIFE & LEARNING
(140) TEMPLE BETH SHALOM IN MAHOPAC760 ROUTE 6
MAHOPAC,NY10541
14-1405203 501(C)(3) 8,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(141) TEMPLE BETH TORAH330 NORTH HIGHLAND AVE ROUTE 9W
UPPER NYACK,NY10960
13-2876144 501(C)(3) 25,000       JEWISH LIFE & LEARNING
(142) TEMPLE ISRAEL CENTER280 OLD MAMARONECK ROAD
WHITE PLAINS,NY10605
13-1740409 501(C)(3) 9,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(143) TEMPLE SHAARAY TEFILA250 EAST 79TH STREET
NEW YORK,NY10075
13-1656613 501(C)(3) 10,000       JEWISH LIFE & LEARNING
(144) THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC711 3RD AVENUE 10TH FLOOR
NEW YORK,NY100174014
13-1656634 501(C)(3) 63,000       PEOPLEHOOD
(145) THE BLUE CARD INC171 MADISON AVENUE ROOM 1405
NEW YORK,NY10016
13-1623910 501(C)(3) 65,000       CARING
(146) THE DILLER-QUAILE SCHOOL OF MUSIC INC24 EAST 95TH STREET
NEW YORK,NY10128
13-1843420 501(C)(3) 13,000       CARING
(147) THE EDUCATIONAL ALLIANCE INC197 EAST BROADWAY
NEW YORK,NY100025598
13-5562210 501(C)(3) 1,411,000 2,379,000 APPRAISAL/FMV IMPUTED RENT AND INTEREST CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(148) THE JEWISH COMMUNITY CENTER IN MANHATTAN334 AMSTERDAM AVENUE AT 76TH STREET
NEW YORK,NY10023
13-3490745 501(C)(3) 463,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(149) THE JEWISH COMMUNITY CENTER ON THE HUDSON371 SOUTH BROADWAY
TARRYTOWN,NY10591
23-7229163 501(C)(3) 298,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(150) THE JEWISH EDUCATION PROJECT520 8TH AVENUE SUITE 1510
NEW YORK,NY10018
13-1632519 501(C)(3) 5,633,000       CARING/JEWISH LIFE & LEARNING
(151) THE JEWISH LENS330 7TH AVENUE 21ST FLOOR
NEW YORK,NY10001
20-2934495 501(C)(3) 14,000       PEOPLEHOOD
(152) THE NEW YORK BOARD OF RABBIS INC136 EAST 39TH STREET 4TH FLOOR
NEW YORK,NY100160914
13-1809283 501(C)(3) 114,000       CARING/PEOPLEHOOD
(153) THE NEW YORK COMMUNITY TRUST909 3RD AVENUE 22ND FLOOR
NEW YORK,NY10022
13-3062214 501(C)(3) 23,000       PEOPLEHOOD
(154) THE NEW YORK POPS333 WEST 52ND STREET SUITE 600
NEW YORK,NY100193210
13-3240366 501(C)(3) 25,000       CARING
(155) THE NORTH SHORE - LIJ HEALTH SYSTEM145 COMMUNITY DRIVE
GREAT NECK,NY11021
11-2965575 501(C)(3) 150,000       CARING
(156) THE PROSPECT HEIGHTS SHUL234 ST JOHNS PLACE
BROOKLYN,NY11217
80-0750046 501(C)(3) 10,000       JEWISH LIFE & LEARNING
(157) THE SUFFOLK Y JEWISH COMMUNITY CENTER74 HAUPPAUGE ROAD
COMMACK,NY117254443
11-2435521 501(C)(3) 593,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(158) THE VILLAGE TEMPLE33 EAST 12TH STREET
NEW YORK,NY10003
13-1967326 501(C)(3) 13,000       CARING
(159) TOWN AND VILLAGE CONSERVATIVE SYNAGOGUE334 EAST 14TH STREET
NEW YORK,NY10003
13-6401397 501(C)(3) 20,000       JEWISH LIFE & LEARNING
(160) UNITED JEWISH COUNCIL OF THE EAST SIDE INC235 EAST BROADWAY
NEW YORK,NY10002
13-2735378 501(C)(3) 40,000       CARING
(161) URI L'TZEDEK25 BROADWAY 17TH FLOOR
NEW YORK,NY10004
26-3274502 501(C)(3) 10,000       JEWISH LIFE & LEARNING
(162) USDAN CENTER FOR THE CREATIVE & PERFORMING ARTS420 EAST 79TH STREET
NEW YORK,NY10075
13-2792668 501(C)(3) 121,000 754,000 APPRAISAL IMPUTED RENT CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(163) VOLUNTEER CONSULTING GROUP INC6 EAST 39TH STREET SUITE 602
NEW YORK,NY10016
13-2708480 501(C)(3) 9,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(164) WESTCHESTER JEWISH COMMUNITY SERVICES5 NORTH BROADWAY
WHITE PLAINS,NY106032427
13-1740071 501(C)(3) 2,220,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(165) WESTCHESTER JEWISH COUNCIL701 WESTCHESTER AVENUE SUITE 203E
WHITE PLAINS,NY106043002
13-2856699 501(C)(3) 272,000       PEOPLEHOOD/JEWISH LIFE & LEARNING
(166) WESTCHESTER REFORM TEMPLE255 MAMARONECK ROAD
SCARSDALE,NY10583
13-2533702 501(C)(3) 12,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(167) WORKMEN'S CIRCLEARBETER RING45 EAST 33RD STREET
NEW YORK,NY10016
13-5493550 501(C)(3) 20,000       CARING
(168) YESHIVA UNIVERSITY500 WEST 185TH STREET ROOM 111
NEW YORK,NY10033
13-1624225 501(C)(3) 80,000       PEOPLEHOOD
(169) YM & YWHA OF BORO PARK4912 14TH AVENUE
BROOKLYN,NY11219
11-1630917 501(C)(3) 385,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(170) YM & YWHA OF WASHINGTON HEIGHTS & INWOOD54 NAGLE AVENUE
NEW YORK,NY10040
13-1635308 501(C)(3) 515,000       CARING/PEOPLEHOOD/JEWISH LIFE & LEARNING
(171) YOUNG ISRAEL OF STATEN ISLAND835 FOREST HILL ROAD
STATEN ISLAND,NY10314
13-2618386 501(C)(3) 10,000       JEWISH LIFE & LEARNING
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
170
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
(1) SCHOLARSHIPS 692 2,258,000      
(2) ISRAEL EXPERIENCE AWARDS - PROVIDES NEED AND MERIT BASED SCHOLARSHIPS FOR ISRAEL TRIPS FOR TEENS AND YOUNG ADULTS 326 486,000      











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
PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF DOMESTIC GRANT FUNDS: TARGETED GRANTS GENERALLY REQUIRE TWO ANNUAL REPORTS (A SIX-MONTH AND A FINAL REPORT). THE REPORTS INCLUDE NARRATIVE, STATISTICAL, AND ACCOUNTING COMPONENTS AND SERVE TO ENSURE THAT PROGRAMMATIC OBJECTIVES ARE APPROPRIATELY ATTAINED, AND THAT EXPENDITURES QUALIFY FOR REIMBURSEMENT UNDER THE GRANT. UJA-FEDERATION STAFF MEMBERS REVIEW THE REPORTS TO ENSURE APPROPRIATE USE OF THE FUNDS AND TO ASSESS IF GOALS WERE ACHIEVED. PAYMENTS ARE RELEASED TO THE GRANTEES ACCORDINGLY. (CONTINUED IN PART IV) SCHEDULE I, PART I, LINE 2, PROCEDURES FOR MONITORING THE USE OF DOMESTIC GRANT FUNDS (CONTINUED): UJA-FEDERATION ALSO PROVIDES CORE OPERATING SUPPORT (UNRESTRICTED) GRANTS TO ITS NETWORK AGENCIES. THE ORGANIZATION CONDUCTS A REGULAR, COMPREHENSIVE REVIEW OF THESE AGENCIES BASED UPON ALL FACETS OF THEIR OPERATIONS.
    SCHEDULE I, PART II, GRANTS TO THE JEWISH FEDERATIONS OF NORTH AMERICA: UJA-FEDERATION REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. JFNA IS THE UMBRELLA ORGANIZATION FOR DOMESTIC JEWISH FEDERATIONS AND IS THE PRINCIPAL VEHICLE THROUGH WHICH UJA-FEDERATION DISTRIBUTES FUNDS FOR OVERSEAS PROGRAM ACTIVITIES. DISTRIBUTIONS BY JFNA GO PRIMARILY TO THE JEWISH AGENCY FOR ISRAEL AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC. JFNA FILES A SEPARATE FORM 990 AND REPORTS THE DETAIL OF OVERSEAS GRANTS ON SCHEDULE F. ORGANIZATIONS RECEIVING FUNDS FROM JFNA UTILIZE SUCH FUNDS FOR ACTIVITIES AND PROGRAMS THAT SUPPORT UJA-FEDERATION'S CHARITABLE PURPOSES. THE FOLLOWING IS A LISTING OF $11,177,000 OF TARGETED GRANTS MADE THROUGH JFNA: ALMA COLLEGE FOR HEBREW CULTURE - $50,000 AMCHA-NATIONAL ISRAELI CENTER FOR PSYCHOSOCIAL SUPPORT OF SURVIVORS - $283,000 AMOTAT YESODOT LEZMICHA DROR - $55,000 ASHALIM-PLANNING & DEVELOPMENT OF SERVICES FOR CHILDREN & YOUTH - $85,000 ATID BAMIDBAR - $50,000 AVI HAYISHUV COMMUNITY RABBINICS PROGRAM - $25,000 BEIT MORASHA OF JERUSALEM - $95,000 BEIT NATAN - WOMEN'S HEALTH RESOURCES & CANCER SUPPORT CENTER - $23,000 BINA - $145,000 B'MAAGLEI TZEDEK - $30,000 B'RUACH - SPIRITUAL CARE AND TRAINING - $75,000 B'YACHAD - $25,000 CENTER FOR JEWISH-ARAB ECONOMIC DEVELOPMENT - $205,000 CHAIM SHEBA MEDICAL CENTER AT TEL HASHOMER - $33,000 CHIVRUTA - $30,000 COMMUNITY ADVOCACY - $178,000 E.L.E.M. - YOUTH IN DISTRESS IN ISRAEL - $25,000 E.L.I. THE ISRAEL ASSOCIATION FOR CHILD PROTECTION - $50,000 ECONOMIC EMPOWERMENT FOR WOMEN - $50,000 ETHIOPIAN NATIONAL PROJECT - $125,000 HADASSAH UNIVERSITY HOSPITAL - $30,000 HAMIDRASHA - $30,000 HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION - JERUSALEM SCHOOL - $20,000 HOSPICE OF THE UPPER GALILEE - $18,000 ILAN - ISRAEL SPORT CENTER FOR THE DISABLED - $8,000 INJAZ CENTER FOR PROFESSIONAL ARAB LOCAL GOVERNANCE - $40,000 INSTITUTE FOR JEWISH STUDIES IN THE C.I.S. - $350,000 INTERDISCIPLINARY CENTER (IDC) HERZLIYA - $100,000 ISRAEL ASSOCIATION FOR ETHIOPIAN JEWS (IAEJ) - $30,000 ISRAEL TRAUMA COALITION - $300,000 ITIM: THE JEWISH LIFE INFORMATION CENTER - $40,000 JERUSALEM BUSINESS DEVELOPMENT CENTER (MATI) - $6,000 JERUSALEM FOUNDATION - $179,000 JEWISH FEDERATIONS OF NORTH AMERICA - $654,000 KAREV PROGRAM FOR EDUCATIONAL INVOLVEMENT - $120,000 KAV MASHVEH - $115,000 KEN-LAZAKEN - $30,000 KEREN HANAN AYNOR (KHA) - $100,000 KEREN KOBY MANDELL - $36,000 KISHORIT - $8,000 KOLOT - $45,000 LEKET ISRAEL - $55,000 LIMMUD BERLIN - $15,000 MA'AGAN - THE JERUSALEM SUPPORT CENTER FOR THOSE AFFECTED BY CANCER - $30,000 MA'ASE - $132,000 MACCABIM ASSOCIATION - $10,000 MEITARIM NETWORK FOR JEWISH DEMOCRATIC EDUCATION - $50,000 MELABEV, COMMUNITY CLUBS FOR ELDERCARE - $25,000 MELITZ CENTERS FOR JEWISH-ZIONIST EDUCATION - $80,000 MERCHAVIM - THE INSTITUE FOR THE ADVANCEMENT OF SHARED CITIZENSHIP - $110,000 MORASHA - $101,000 NACHSHON - THE ISRAELI ACADEMY FOR LEADERSHIP - $40,000 NCJW RESEARCH INSTITUTE FOR INNOVATION IN EDUCATION - $100,000 NEGEV INSTITUTE FOR STRATEGIES OF PEACE AND DEVELOPMENT - NISPED - $192,000 NEVE YERUSHALAYIM - $20,000 NORTH AMERICAN CONFERENCE ON ETHIOPIAN JEWRY (NACOEJ)-ISRAEL - $160,000 OLIM BEYAHAD - $161,000 ORANIM ACADEMIC COLLEGE, SHDEMOT:CENTER FOR THE STUDY OF THE JEWISH PEOPLE - $55,000 ORR SHALOM CHILDREN'S HOMES LIMITED - $50,000 ORT ISRAEL - $367,000 PANIM: FOR JEWISH RENAISSANCE IN ISRAEL - $118,000 PROJECT KESHER ISRAEL - $35,000 RAMBAM MEDICAL CENTER, HEALTH CARE CAMPUS - $35,000 RAMLA ARAB COMMUNITY CENTER - $51,000 RASHI FOUNDATION - $116,000 RE'EM-ASSOCIATION FOR THE ELDERLY OF THE MENASHE REGION - $26,000 RETORNO - $25,000 RUACH CHADASHA (NEW SPIRIT) - $125,000 SARAH HERZOG HOSPITAL-EZRATH NASHIM - $15,000 SCHECHTER RABBINICAL SEMINARY - $35,000 SHA'ALEI TORAH - BEIT SHEMESH - $40,000 SHAARE ZEDEK MEDICAL CENTER, CANCER MEDICINE DEPARTMENT - $50,000 SIKKUY:THE ASSOCIATION FOR THE ADVANCEMENT OF CIVIC EQUALITY - $50,000 SOCIETY FOR THE PROTECTION OF NATURE IN ISRAEL - $30,000 TEBEKA:ADVOCACY FOR EQUALITY AND JUSTICE FOR ETHIOPIAN ISRAELIS - $40,000 TECH-CAREER - $75,000 THE ABRAHAM FUND INITIATIVES - $50,000 THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC. (JDC) - $2,067,000 THE BENJAMIN CHILDREN'S LIBRARY - $55,000 THE CENTRE FOR EDUCATIONAL TECHNOLOGY (C.E.T.) - $30,000 THE ETGARIM ASSOCIATION - $10,000 THE ISRAEL ASSOCIATION OF COMMUNITY CENTERS, LTD. - $100,000 THE ISRAEL MOVEMENT FOR PROGRESSIVE JUDAISM - $40,000 THE JERUSALEM INTER-CULTURAL CENTER - $50,000 THE JEWISH AGENCY FOR ISRAEL (JAFI) - $571,000 THE JOINT COUNCIL OF PRE-ARMY LEADERSHIP DEVELOPMENT PROGRAMS - $70,000 THE KEMACH FOUNDATION - $100,000 THE YAACOV HERZOG CENTER FOR JEWISH STUDIES - $40,000 TIKVOT - $10,000 TISHKOFET - $65,000 TMURA: THE ISRAEL PUBLIC SERVICE VENTURE FUND - $275,000 TSOFEN HIGH TECHNOLOGY CENTERS - $55,000 UNITED HATZALAH OF ISRAEL - $52,000 UPPER GALILEE LEADERSHIP INSTITUTE - $50,000 VAN LEER JERUSALEM INSTITUTE - $62,000 WEIZMANN INSTITUTE OF SCIENCE - $140,000 WORLD ORT - $446,000 YAD RIVA - LEGAL REPRESENTATION FOR THE ELDERLY - $75,000 YAHALOM - PARENTS AND CHILDREN STUDY TOGETHER - $90,000 YERUSHALMIM - $75,000 YITZCHAK RABIN LEADERSHIP DEVELOPMENT PROGRAM (MECHINAH) - $43,000 ZAYIT - CENTER FOR JEWISH CULTURE AND IDENTITY IN EMEK HEFER - $41,000
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
UNITED JEWISH APPEAL-FEDERATION OF
JEWISH PHILANTHROPIES OF NEW YORK INC
Employer identification number

51-0172429
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) JOHN SRUSKAY SCH JPART III (i)
(ii)
494,000
0
0
0
2,657,000
0
115,000
0
35,000
0
3,301,000
0
1,434,000
0
(2) IRVIN A ROSENTHAL (i)
(ii)
325,000
0
0
0
5,000
0
34,000
0
31,000
0
395,000
0
0
0
(3) ELLEN ZIMMERMAN (i)
(ii)
255,000
0
0
0
2,000
0
14,000
0
34,000
0
305,000
0
0
0
(4) MARK MEDIN (i)
(ii)
321,000
0
0
0
3,000
0
10,000
0
27,000
0
361,000
0
0
0
(5) ALISA RUBIN KURSHAN (i)
(ii)
272,000
0
0
0
3,000
0
20,000
0
26,000
0
321,000
0
0
0
(6) STUART TAUBER (i)
(ii)
231,000
0
0
0
3,000
0
19,000
0
32,000
0
285,000
0
0
0
(7) ROBERTA LEINER (i)
(ii)
185,000
0
0
0
3,000
0
18,000
0
28,000
0
234,000
0
0
0
(8) COLIN AMBROSE (i)
(ii)
342,000
0
383,000
0
1,000
0
3,000
0
23,000
0
752,000
0
0
0
(9) LAWRENCE SWILLING (i)
(ii)
223,000
0
0
0
2,000
0
11,000
0
32,000
0
268,000
0
0
0
(10) ARON GRODINSKY (i)
(ii)
216,000
0
0
0
1,000
0
2,000
0
30,000
0
249,000
0
0
0
(11) WILLIAM SAMERS (i)
(ii)
211,000
0
0
0
1,000
0
4,000
0
38,000
0
254,000
0
0
0
(12) REUBEN ROMIROWSKY (i)
(ii)
193,000
0
0
0
2,000
0
11,000
0
31,000
0
237,000
0
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
  PART I, LINE 4B SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PARTICIPATION- EMPLOYEES MUST REMAIN IN THE EMPLOY OF UJA-FEDERATION UNTIL AGE 65 TO REALIZE THE FOLLOWING BENEFITS ACCRUED DURING THE PERIOD JULY 1, 2011 - JUNE 30, 2012: JOHN S. RUSKAY - $39,000* IRVIN A. ROSENTHAL - $10,000 MARK MEDIN - $5,000 ALISA RUBIN KURSHAN - $2,000 PART II, LINE 1: *DR. RUSKAY'S BASE COMPENSATION INCLUDED ON FORM W-2 FOR THE 2011 CALENDAR YEAR WAS $494,000. WHEN DR. RUSKAY BECAME EXECUTIVE VICE PRESIDENT AND CEO IN 1999, UJA-FEDERATION'S COMPENSATION COMMITTEE, COMPRISED OF SENIOR VOLUNTEER LEADERSHIP, ESTABLISHED A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN (THE PLAN) UNDER INTERNAL REVENUE CODE SECTION 457(F). UNDER THE PLAN, DR. RUSKAY ACCRUED SUPPLEMENTAL RETIREMENT BENEFITS THAT VESTED WHEN HE REACHED AGE 65, PROVIDED HE WAS THEN EMPLOYED BY UJA-FEDERATION. THE COST OF THE EXPECTED BENEFIT WAS ACCRUED EACH YEAR ON A GAAP BASIS AND REFLECTED IN UJA-FEDERATION'S AUDITED FINANCIAL STATEMENTS AND FORM 990 FILINGS. SINCE THE ADOPTION OF THE CURRENT FORM 990 RULES IN UJA-FEDERATION'S 2009 FISCAL YEAR, THE ANNUAL CHANGE IN ACTUARIAL VALUE OF DR. RUSKAY'S BENEFIT HAS BEEN REPORTED ON SCHEDULE J. HAVING SATISFIED THE PLAN'S AGE AND EMPLOYMENT REQUIREMENTS IN AUGUST 2011, DR. RUSKAY'S BENEFIT VESTED AND THE ACTUARIALLY CALCULATED TAXABLE BENEFIT OF $2,640,000 WAS INCLUDED IN HIS FORM W-2 FOR CALENDAR YEAR 2011. UNDER THE TERMS OF THE PLAN, DR. RUSKAY RECEIVED AN INITIAL DISTRIBUTION OF $1,332,000 IN AUGUST 2011, REPRESENTING THE INCOME AND PAYROLL TAXES DUE ON THE VESTED BENEFIT. THE REMAINING BENEFIT, INCLUDING FUTURE ACCRUALS TO BE EARNED UNDER THE PLAN, WILL BE PAID TO DR. RUSKAY AT THE TERMINATION OF HIS EMPLOYMENT BY UJA-FEDERATION, EXCEPT THAT THE INCOME AND PAYROLL TAXES DUE ON SUCH FUTURE ACCRUALS WILL BE PAID ANNUALLY. PART II, LINE 8, COLUMN B(II): BONUS COMPENSATION EARNED FOR TWO SEPARATE YEARS WERE BOTH PAID WITHIN CALENDAR YEAR 2011.
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
UNITED JEWISH APPEAL-FEDERATION OF
JEWISH PHILANTHROPIES OF NEW YORK INC
Employer identification number
51-0172429
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer
(i) Pool
financing
Yes No Yes No Yes No
A NYC INDUSTRIAL DEVELOPMENT AGENCY
 
13-2906040 64971CX74 06-17-2004 67,998,000 FACILITY RENOVATION   X   X   X
B NYC INDUSTRIAL DEVELOPMENT AGENCY
 
13-2906040 649438JF6 05-30-2012 25,382,000 CURRENT REFUNDING ISSUE   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . 6,820,000 25,000,000    
2 Amount of bonds legally defeased . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . 70,393,000 25,382,000    
4 Gross proceeds in reserve funds . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . 6,851,000      
6 Proceeds in refunding escrows . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . 655,000 382,000    
8 Credit enhancement from proceeds . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . 62,887,000      
11 Other spent proceeds . . . . . . . . . . .        
12 Other unspent proceeds . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . 2006
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . .   X X          
15 Were the bonds issued as part of an advance refunding issue? . . . .   X   X        
16 Has the final allocation of proceeds been made? . . . . . . X   X          
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . X   X          
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X        
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X        
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2011
Schedule K (Form 990) 2011
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . .   X   X        
b If ‘Yes’ to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . .                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . .   X   X        
d If ‘Yes’ to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? .                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.00000% 0.00000%   %   %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0.00000% 0.00000%   %   %
6 Total of lines 4 and 5 . . .. . . . . . . . . 0.00000% 0.00000%   %   %
7 Does the bond issue meet the private security or payment test? . . . X   X          
8 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
X   X          
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X        
2 Is the bond issue a variable rate issue? X     X        
3a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X     X        
b Name of provider . . . . . . . . JPMORGAN CHASE
 
 
 
 
 
 
 
c Term of hedge . . . . . . . . 7.000000000000      
d Was the hedge superintegrated? . . . .   X            
e Was a hedge terminated? . . . . .   X            
4a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . X     X        
b Name of provider . . . . . . AIG
 
 
 
 
 
 
 
c Term of GIC . . . . . . . 2.300000000000      
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . . X              
5 Were any gross proceeds invested beyond an available temporary period? . . . . . .   X   X        
6 Did the bond issue qualify for an exception to rebate? .   X   X        
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X   X        
Schedule K (Form 990) 2011

Schedule K (Form 990) 2011
Page 3
Part V
Procedures To Undertake Corrective Action
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? . . . . . . . . . . . . . .
Part VI
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
PART IV, LINE 2, COLUMN A:   UJA-FEDERATION EXERCISED THE CONVERSION FEATURE TO REMARKET THE VARIABLE RATE PORTION OF THE ORIGINAL BOND ISSUE AS A FIXED RATE OBLIGATION.
Schedule K (Form 990) 2011

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
UNITED JEWISH APPEAL-FEDERATION OF
JEWISH PHILANTHROPIES OF NEW YORK INC
Employer identification number

51-0172429
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2011
Schedule L (Form 990 or 990-EZ) 2011
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) STEEL PARTNERS
 
COMMON DIR ANTIGNAS 518,000 SEE PART V BELOW   No
(2) APOLLO REAL EST ADVISORS
 
DIR.MACK>5%INTEREST 3,513,000 SEE PART V BELOW   No
(3) GREENBRIAR EQUITY GRP LLC
 
DIR.BECKMAN MGR PTR 1,468,000 SEE PART V BELOW   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:   STEEL PARTNERS - TRANSACTIONS RELATED TO UJA-FEDERATION'S REDEMPTION OF ITS INVESTMENT IN STEEL PARTNERS OFFSHORE FUND LTD. THE INDEPENDENT INVESTMENT COMMITTEE OF UJA-FEDERATION APPROVES ALL OF THE ORGANIZATION'S INVESTMENT ADDITIONS AND REDEMPTIONS.APOLLO REAL ESTATE ADVISORS - TRANSACTIONS PERTAINED TO CAPITAL CALLS ($2,787,000) AND DISTRIBUTIONS ($726,000) RELATED TO THE ORGANIZATION'S INVESTMENTS IN APOLLO REAL ESTATE INVESTMENT FUND III, L.P. AND APOLLO EUROPEAN REAL ESTATE INVESTMENT FUND III, L.P. ALL TRANSACTIONS WERE APPROVED BY THE INDEPENDENT INVESTMENT COMMITTEE OF UJA-FEDERATION.GREENBRIAR EQUITY GROUP LLC - TRANSACTIONS PERTAINED TO CAPITAL CALLS ($771,000) AND DISTRIBUTIONS ($697,000) RELATED TO THE ORGANIZATION'S INVESTMENT IN GREENBRIAR EQUITY FUND II, L.P. ALL TRANSACTIONS WERE APPROVED BY THE INDEPENDENT INVESTMENT COMMITTEE OF UJA-FEDERATION.
Schedule L (Form 990 or 990-EZ) 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
UNITED JEWISH APPEAL-FEDERATION OF
JEWISH PHILANTHROPIES OF NEW YORK INC
Employer identification number

51-0172429
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 ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 335 4,900,000 SELLING PRICE
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 ( ISRAEL BONDS ) X 26 1,542,000 FACE VALUE
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
Yes
 
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
THIRD PARTY USE: PART I, LINE 32B: PART I: THE ORGANIZATION UTILIZES INDEPENDENT BROKERS TO SELL SECURITIES CONTRIBUTED TO THE ORGANIZATION.
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
UNITED JEWISH APPEAL-FEDERATION OF
JEWISH PHILANTHROPIES OF NEW YORK INC
Employer identification number

51-0172429
Identifier Return Reference Explanation
  FORM 990, PART VI, SECTION A, LINE 2 FAMILY AND BUSINESS RELATIONSHIPS AMONG CURRENT OFFICERS, DIRECTORS AND KEY EMPLOYEES: JOEL BECKMAN, DIRECTOR AND SHARI L. BECKMAN, DIRECTOR - FAMILY RELATIONSHIP CAROL EINIGER, DIRECTOR AND ROGER W. EINIGER, TREASURER/DIRECTOR - FAMILY RELATIONSHIP CHERYL FISHBEIN, DIRECTOR AND PHILIP SCHATTEN, DIRECTOR - FAMILY RELATIONSHIP EMILY GINDI, DIRECTOR AND DR. MIRIAM CASLOW, DIRECTOR - FAMILY RELATIONSHIP STEPHEN J. GIRSKY, DIRECTOR AND LAURIE GIRSKY, DIRECTOR - FAMILY RELATIONSHIP LAWRENCE C. GOTTLIEB, DIRECTOR AND MARILYN GOTTLIEB, DIRECTOR - FAMILY RELATIONSHIP JENNIFER GROSS, DIRECTOR AND JOSEPH S. ALLERHAND, DIRECTOR - FAMILY RELATIONSHIP JENNIFER S. HARRIS, DIRECTOR AND JONATHAN M. HARRIS, DIRECTOR - FAMILY RELATIONSHIP NAOMI KRONISH, DIRECTOR AND PAUL KRONISH, DIRECTOR - FAMILY RELATIONSHIP CAROL L. LEVIN, DIRECTOR AND JERRY W. LEVIN, PRESIDENT/DIRECTOR - FAMILY RELATIONSHIP WILLIAM L. MACK, DIRECTOR AND ALAN S. BERNIKOW, DIRECTOR - BUSINESS RELATIONSHIP WILLIAM L. MACK, DIRECTOR AND DAVID SILVERS, DIRECTOR - BUSINESS RELATIONSHIP SARA NATHAN, DIRECTOR AND JOEL D. KAZIS, DIRECTOR - FAMILY RELATIONSHIP TINA PRICE, DIRECTOR AND STEVEN PRICE, DIRECTOR - FAMILY RELATIONSHIP STEPHEN R. REINER, DIRECTOR AND PHILIP SCHATTEN, DIRECTOR - BUSINESS RELATIONSHIP DAVID SILVERS, DIRECTOR AND PATRICIA SILVERS, DIRECTOR - FAMILY RELATIONSHIP HARRIET G. SINGER, DIRECTOR AND SCOTT SINGER, DIRECTOR - FAMILY RELATIONSHIP
  FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS: THE PRINCIPAL MODIFICATIONS TO UJA-FEDERATION'S BYLAWS DURING FISCAL YEAR 2012 RELATED TO: 1.THE REQUISITE BOARD VOTE REGARDING: -THE ADMISSION OR TERMINATION OF AFFILIATED ORGANIZATIONS, AS DEFINED. -AMENDMENTS OF MATERIAL TERMS OF THE BYLAWS. 2.THE ADDITION OF OR CHANGES TO EXISTING ARTICLES CONCERNING: -COMPENSATION PROCEDURES TO REFLECT BEST PRACTICES. -THE FAILURE OF BOARD MEMBERS TO SUBMIT THEIR REQUIRED ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. -THE INDEMNIFICATION OF A "COMMISSION" OR BOARD COMMITTEE MEMBER. -THE REMOVAL OF DIRECTORS IN CERTAIN CIRCUMSTANCES. -THE COMPOSITION OF THE EXECUTIVE COMMITTEE. -THE TERM OF THE CHAIR OF THE INVESTMENT COMMITTEE. -SERVICE ON NOMINATING COMMITTEES.
  FORM 990, PART VI, SECTION B, LINE 11 DESCRIPTION OF PROCESS FOR REVIEW OF FORM 990: INITIALLY, FORM 990 IS REVIEWED WITH AND APPROVED BY THE AUDIT COMMITTEE OF THE BOARD. UPON SUCH APPROVAL, THE DRAFT DOCUMENT IS DISTRIBUTED TO, REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. AFTER OBTAINING EXECUTIVE COMMITTEE APPROVAL, FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS VIA NOTIFICATION TO ALL BOARD MEMBERS.
  FORM 990, PART VI, SECTION B, LINE 12C UJA-FEDERATION'S STANDARDS & CONFLICTS COMMITTEE MONITORS AND ENFORCES COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. IN ADDITION, UJA-FEDERATION'S ETHICAL GUIDELINES OUTLINE PROCEDURES FOR ENFORCEMENT IN INSTANCES WHERE CONFLICTS OF INTEREST EXIST.
  FORM 990, PART VI, SECTION B, LINE 15 PURSUANT TO ITS BYLAWS, UJA-FEDERATION HAS A COMPENSATION COMMITTEE, COMPOSED OF INDEPENDENT OFFICERS OF THE ORGANIZATION. THE COMMITTEE REVIEWS AND APPROVES THE COMPENSATION OF THE MOST HIGHLY COMPENSATED EXECUTIVES OF UJA-FEDERATION. THE COMPENSATION COMMITTEE RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE COMPARABILITY DATA FOR ITS CONSIDERATION IN ORDER TO DEMONSTRATE THE REASONABLENESS OF THE RECOMMENDED COMPENSATION FOR THE SENIOR EXECUTIVES OF UJA-FEDERATION. THE DELIBERATIONS OF THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY RECORDED IN MINUTES OF THE COMMITTEE; THOSE MINUTES ARE CIRCULATED TO THE COMMITTEE MEMBERS, AND APPROVED BY A VOTE OF THE MEMBERS OF THE COMPENSATION COMMITTEE.
  FORM 990, PART VI, SECTION C, LINE 19 FORM 990, PART VI, SECTION C, LINE 19: UJA-FEDERATION'S CONFLICT OF INTEREST POLICY, ETHICAL GUIDELINES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON ITS WEBSITE AND BY REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
EMPLOYEESS, AND HIGHEST COMPENSATED EMPLOYEES - SECTION A, COLUMN B - FORM 990, PART VII, COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY AVERAGE HOURS PER WEEK: LAY LEADERSHIP DEVOTES A SIGNIFICANT AMOUNT OF TIME TO THE AFFAIRS OF UJA-FEDERATION. AS THE ORGANIZATION DOES NOT MAINTAIN A SYSTEM FOR TRACKING VARIOUS HOURS WORKED BY THESE NON-COMPENSATED INDIVIDUALS, NO AVERAGE HOURS PER WEEK WERE INDICATED FOR THESE LISTED DIRECTORS AND/OR OFFICERS. FOR COMPENSATED PROFESSIONAL STAFF LISTED AS OFFICERS, KEY EMPLOYEES, OR HIGHEST COMPENSATED EMPLOYEES, AVERAGE HOURS PER WEEK WERE BASED UPON THE ORGANIZATION'S STANDARD OF 35 HOURS PER WEEK FOR PAYROLL REPORTING PURPOSES. THESE INDIVIDUALS ARE SALARIED EMPLOYEES AND ARE NOT REQUIRED TO MAINTAIN OR SUBMIT TIME SHEETS, ALTHOUGH ALL OF THEM IN FACT WORK IN EXCESS OF 35 HOURS PER WEEK.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -30,652,000. IMPUTED RENTAL INCOME 12,929,000. POSTRETIREMENT BENEFIT CHANGES OTHER THAN NET PERIODIC BENEFIT COST -525,000. TOTAL TO FORM 990, PART XI, LINE 5: -18,248,000.
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
UNITED JEWISH APPEAL-FEDERATION OF
JEWISH PHILANTHROPIES OF NEW YORK INC
Employer identification number

51-0172429
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) UJA-FED PROPERTIES INC

130 EAST 59TH STREET

NEW YORK,NY10022
13-4043266
REAL ESTATE HOLDING COMPANY NY 501(C)(2)   UJA-FEDERATION
 
Yes
 
(2) U F PROPERTY CORP

130 EAST 59TH STREET

NEW YORK,NY10022
51-0188274
REAL ESTATE HOLDING COMPANY NY 501(C)(2)   UJA-FEDERATION
 
Yes
 
(3) FEDERATION THRIFT SHOP INC

130 EAST 59TH STREET

NEW YORK,NY10022
13-2854418
PUBLIC CHARITY NY 501(C)(3) SCHEDULE A, LINE 9 UJA-FEDERATION
 
Yes
 
(4) JEWISH COMMUNAL FUND

575 MADISON AVENUE

NEW YORK,NY10022
23-7174183
PUBLIC CHARITY NY 501(C)(3) SCHEDULE A, LINE 7 SEE SCHEDULE R PART VII
 
Yes
 
(5) THE CAROLINE AND JOSEPH S GRUSS LIFE MONUMENT FUNDS INC

45 BROADWAY SUITE 3050

NEW YORK,NY10006
13-3573461
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11B SEE SCHEDULE R PART VII
 
Yes
 
(6) BLAU FAMILY FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3386869
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(7) THE DANIEL AND THALIA FEDERBUSH SUPPORTING FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3386873
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(8) JEREMIAH KAPLAN FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3386871
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(9) SAUL & IRIS KATZ FAMILY FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3652757
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(10) LEVY FAMILY FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3499576
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(11) CHUCK GOLDMAN FAMILY SUPPORTING FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3458302
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(12) THE LOIS CONWAY FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3797216
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(13) THE ELEANOR ADAM AND MEL DUBIN FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3863354
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(14) THE ROBERT & MARILYN FRIEDSON FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3801041
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(15) THE SIDNEY & MIRIAM LOEWY FRIEND FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3801851
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(16) THE WILLIAM AND ELEANOR GREENBLATT FAMILY FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3792270
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(17) THE GURWIN FAMILY FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3740545
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(18) THE JOAN AND JEROME R JAKUBOVITZ FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3797217
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(19) THE DORIS AND ISAAC MOINESTER FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3797662
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(20) THE OSTROVER FAMILY FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3707176
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(21) THE RICHARD C & LISA N PERRY FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3864962
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(22) THE PJ FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3864963
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(23) THE SELTZER FAMILY FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3799971
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(24) THE JEANNETTE R & SIDNEY L SOLOMON FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3852165
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(25) THE SHELBY M TAUBER SUPPORTING FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3826269
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(26) THE JOEL & ORA BENTON MONROE BENTON MEMORIAL FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3927715
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(27) THE MARC & HARRIET SUVALL FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3978407
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(28) THE ROSE & ISIDOR NAGOR & ANNETTE & ABRAHAM LEVINE FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3925666
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(29) THE CASLOW FAMILY FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-4008908
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(30) THE FRIDSON FAMILY FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-4082250
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(31) THE BUNIM FUND

130 EAST 59TH STREET

NEW YORK,NY10022
13-4091263
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(32) THE FREDMAN LICHTENSTEIN FAMILY FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-4131687
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(33) THE KROLL KIDS FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
80-0005380
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(34) DAVID AND JUDY FLEISCHER FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
03-0433540
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(35) THE PORGES FAMILY FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
54-2083408
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(36) THE ERIC & TAMAR GOLDSTEIN FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
16-1647207
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(37) THE TAMEAD FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
56-2305424
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(38) THE WANDERER FAMILY FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
59-3814958
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(39) THE ACKMAN FAMILY FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
56-2589000
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(40) THE ZIFF HERITAGE FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
51-0599051
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(41) BARON DE HIRSCH FUND

130 EAST 59TH STREET

NEW YORK,NY10022
13-5562971
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(42) MI HAAS SUPPORTING FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-4091502
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(43) ANONYMOUS WAS A WOMAN FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
13-3918056
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
(44) SOL AND MILDRED LEDERMAN SUPPORTING FOUNDATION

130 EAST 59TH STREET

NEW YORK,NY10022
27-4349693
SUPPORTING ORGANIZATION NY 501(C)(3) SCHEDULE A, LINE 11A SEE SCHEDULE R PART VII
 
Yes
 
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
(1) 225 FOURTH COMPANY HOLDING LLC

130 EAST 59TH STREET
NEW YORK,NY10022
13-3935925
REAL ESTATE NY N/A
UNRELATED 34,000     No   Yes   25.000 %












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


(1) NETWORK ADVANTAGE INSURANCE LTD
44 CHURCH STREET
HAMILTON   HM12
BD
77-7777777
CAPTIVE INSURANCE COMPANY BD N/A
C 5,412,000 34,746,000 100.000 %
(2) AR 6 PL I UNI
130 EAST 59TH STREET
NEW YORK,NY10022
13-7026424
CHARITABLE REMAINDER TRUST NY N/A
T   33,000 53.420 %
(3) G&TB 8 PL I
130 EAST 59TH STREET
NEW YORK,NY10022
13-7047741
CHARITABLE REMAINDER TRUST NY N/A
T   187,000 73.900 %
(4) DF 7 PL I UNI
130 EAST 59TH STREET
NEW YORK,NY10022
13-7031739
CHARITABLE REMAINDER TRUST NY N/A
T   31,000 91.220 %
(5) G&RG 7 PL I
130 EAST 59TH STREET
NEW YORK,NY10022
13-7031653
CHARITABLE REMAINDER TRUST NY N/A
T   111,000 91.120 %
(6) A&MG 7 PL I
130 EAST 59TH STREET
NEW YORK,NY10022
13-7037741
CHARITABLE REMAINDER TRUST NY N/A
T   84,000 74.230 %
(7) KB 6 PL I UNI
130 EAST 59TH STREET
NEW YORK,NY10022
13-6961284
CHARITABLE REMAINDER TRUST NY N/A
T   29,000 77.760 %
(8) ML 7 PL I UNI
130 EAST 59TH STREET
NEW YORK,NY10022
13-6979241
CHARITABLE REMAINDER TRUST NY N/A
T   88,000 62.850 %
(9) JLL 885 PL II UNI
130 EAST 59TH STREET
NEW YORK,NY10022
13-6949275
CHARITABLE REMAINDER TRUST NY N/A
T   102,000 56.770 %
(10) MIA & S 7 PL I
130 EAST 59TH STREET
NEW YORK,NY10022
13-7031730
CHARITABLE REMAINDER TRUST NY N/A
T   25,000 70.920 %
(11) B&MM 8 PL I
130 EAST 59TH STREET
NEW YORK,NY10022
13-7052600
CHARITABLE REMAINDER TRUST NY N/A
T   1,276,000 59.460 %
(12) RA 8 PL I UNI
130 EAST 59TH STREET
NEW YORK,NY10022
13-7030098
CHARITABLE REMAINDER TRUST NY N/A
T   29,000 51.220 %
(13) MR 85 PL I UNI
130 EAST 59TH STREET
NEW YORK,NY10022
13-7028510
CHARITABLE REMAINDER TRUST NY N/A
T   110,000 89.030 %
(14) M&AS 8 PL I
130 EAST 59TH STREET
NEW YORK,NY10022
13-7081509
CHARITABLE REMAINDER TRUST NY N/A
T   68,000 70.250 %
(15) S&GS
130 EAST 59TH STREET
NEW YORK,NY10022
13-7069323
CHARITABLE REMAINDER TRUST NY N/A
T   617,000 54.910 %
(16) MS 10 PL I UNI A
130 EAST 59TH STREET
NEW YORK,NY10022
13-7007374
CHARITABLE REMAINDER TRUST NY N/A
T   102,000 56.620 %
(17) WMS 75 PL I UNI
130 EAST 59TH STREET
NEW YORK,NY10022
13-7031732
CHARITABLE REMAINDER TRUST NY N/A
T   19,000 51.170 %
(18) WW 7 PL I
130 EAST 59TH STREET
NEW YORK,NY10022
13-7031689
CHARITABLE REMAINDER TRUST NY N/A
T   142,000 91.240 %
(19) KJ & E 7 PL I
130 EAST 59TH STREET
NEW YORK,NY10022
13-7080387
CHARITABLE REMAINDER TRUST NY N/A
T   7,000 51.350 %
(20) SL 6 PL I UNITRUST #1
130 EAST 59TH STREET
NEW YORK,NY10022
13-7079741
CHARITABLE REMAINDER TRUST NY N/A
T   279,000 51.310 %
(21) FW 7 PLAN I UNITRUST
130 EAST 59TH STREET
NEW YORK,NY10022
13-7080593
CHARITABLE REMAINDER TRUST NY N/A
T   9,000 63.170 %
(22) H&LL 8 CRUT
130 EAST 59TH STREET
NEW YORK,NY10022
13-7105561
CHARITABLE REMAINDER TRUST NY N/A
T   160,000 69.530 %
(23) HB IRREV TRUST
130 EAST 59TH STREET
NEW YORK,NY10022
13-1624001
CHARITABLE REMAINDER TRUST NY N/A
T   470,000 52.780 %
(24) MLT 8-14 PL II UNI
130 EAST 59TH STREET
NEW YORK,NY10022
13-7114381
CHARITABLE REMAINDER TRUST NY N/A
T   265,000 74.450 %
(25) T&GB 8 PL 1
130 EAST 59TH STREET
NEW YORK,NY10022
13-7137031
CHARITABLE REMAINDER TRUST NY N/A
T   17,000 73.900 %
(26) EJR 5 PL I
130 EAST 59TH STREET
NEW YORK,NY10022
13-7138117
CHARITABLE REMAINDER TRUST NY N/A
T   546,000 75.980 %
(27) EL 8 PL 1
130 EAST 59TH STREET
NEW YORK,NY10022
13-7140521
CHARITABLE REMAINDER TRUST NY N/A
T   59,000 63.740 %
(28) NG 7 PL I
130 EAST 59TH STREET
NEW YORK,NY10022
13-7164595
CHARITABLE REMAINDER TRUST NY N/A
T   7,000 65.280 %
(29) J&KOH 7 PL 1
130 EAST 59TH STREET
NEW YORK,NY10022
13-7175352
CHARITABLE REMAINDER TRUST NY N/A
T   122,000 71.730 %
(30) SM & AC 8 CRT #3
130 EAST 59TH STREET
NEW YORK,NY10022
13-7260032
CHARITABLE REMAINDER TRUST NY N/A
T   41,000 70.250 %
(31) RD 7 CRT
130 EAST 59TH STREET
NEW YORK,NY10022
13-7268493
CHARITABLE REMAINDER TRUST NY N/A
T   188,000 62.850 %
(32) SG 6 UNITRUST
130 EAST 59TH STREET
NEW YORK,NY10022
54-6528270
CHARITABLE REMAINDER TRUST NY N/A
T   64,000 69.450 %
(33) JG 10 TW CRUT
130 EAST 59TH STREET
NEW YORK,NY10022
20-6383872
CHARITABLE REMAINDER TRUST NY N/A
T   907,000 59.410 %
(34) RE FBO A 5 NIMCRUT
130 EAST 59TH STREET
NEW YORK,NY10022
26-6148567
CHARITABLE REMAINDER TRUST NY N/A
T   257,000 53.380 %
(35) B&AA 6
130 EAST 59TH STREET
NEW YORK,NY10022
13-6940831
CHARITABLE REMAINDER TRUST NY N/A
T   104,000 71.250 %
(36) B J L 6 CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
13-7007372
CHARITABLE REMAINDER TRUST NY N/A
T   67,000 74.810 %
(37) BF 8 CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
13-6980747
CHARITABLE REMAINDER TRUST NY N/A
T   10,000 51.040 %
(38) HR&BG 7
130 EAST 59TH STREET
NEW YORK,NY10022
13-7050276
CHARITABLE REMAINDER TRUST NY N/A
T   427,000 69.400 %
(39) SG 7 CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
13-7051125
CHARITABLE REMAINDER TRUST NY N/A
T   28,000 76.150 %
(40) DL 5 CRAT #2
130 EAST 59TH STREET
NEW YORK,NY10022
13-7031733
CHARITABLE REMAINDER TRUST NY N/A
T   30,000 61.370 %
(41) L R & J 575
130 EAST 59TH STREET
NEW YORK,NY10022
13-7056038
CHARITABLE REMAINDER TRUST NY N/A
T   266,000 68.600 %
(42) BM 7 CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
13-6999599
CHARITABLE REMAINDER TRUST NY N/A
T   93,000 66.590 %
(43) R H S 6 CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
13-7007373
CHARITABLE REMAINDER TRUST NY N/A
T   114,000 56.370 %
(44) MS 8 CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
13-6914907
CHARITABLE REMAINDER TRUST NY N/A
T   13,000 57.550 %
(45) MV CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
13-6967396
CHARITABLE REMAINDER TRUST NY N/A
T   2,803,000 63.390 %
(46) RW 7 CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
13-7019301
CHARITABLE REMAINDER TRUST NY N/A
T   34,000 64.090 %
(47) BZ 5 CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
13-7053784
CHARITABLE REMAINDER TRUST NY N/A
T   14,000 71.450 %
(48) GM 7 CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
13-7078366
CHARITABLE REMAINDER TRUST NY N/A
T   74,000 55.470 %
(49) S M 6 CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
13-3893949
CHARITABLE REMAINDER TRUST NY N/A
T   415,000 65.350 %
(50) EG 7 CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
13-7081504
CHARITABLE REMAINDER TRUST NY N/A
T   48,000 71.470 %
(51) LG 5 ANNUITY CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
13-7104127
CHARITABLE REMAINDER TRUST NY N/A
T   104,000 84.830 %
(52) SJC 7 12 CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
13-7078367
CHARITABLE REMAINDER TRUST NY N/A
T   17,000 66.860 %
(53) A&NL 7 12 CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
13-7071421
CHARITABLE REMAINDER TRUST NY N/A
T   90,000 65.500 %
(54) ASR 6 CRAT TW
130 EAST 59TH STREET
NEW YORK,NY10022
13-7164430
CHARITABLE REMAINDER TRUST NY N/A
T   1,456,000 71.160 %
(55) R B H 5 CRAT TW
130 EAST 59TH STREET
NEW YORK,NY10022
13-7174070
CHARITABLE REMAINDER TRUST NY N/A
T   426,000 71.810 %
(56) RAD 6 CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
41-6511031
CHARITABLE REMAINDER TRUST NY N/A
T   194,000 69.170 %
(57) M&BN 5 CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
16-1678463
CHARITABLE REMAINDER TRUST NY N/A
T   153,000 52.570 %
(58) RT 7 CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
61-6421755
CHARITABLE REMAINDER TRUST NY N/A
T   2,778,000 64.700 %
(59) J&JS CRAT
130 EAST 59TH STREET
NEW YORK,NY10022
13-7081505
CHARITABLE REMAINDER TRUST NY N/A
T   486,000 67.400 %
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
Yes
 
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
Yes
 
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) THE CAROLINE & JOSEPH S GRUSS LIFE MONUMENT FUNDS INC

B 3,054,000 GRANTS MADE
(2) JEWISH COMMUNAL FUND

C 15,966,000 GRANTS RECEIVED
(3) THE JOEL & ORA BENTON MONROE BENTON MEMORIAL FOUNDATION

C 827,000 GRANTS RECEIVED
(4) THE RICHARD C & LISA N PERRY FOUNDATION

C 100,000 GRANTS RECEIVED
(5) THE ERIC & TAMAR GOLDSTEIN FOUNDATION

C 83,000 GRANTS RECEIVED
(6) THE KROLL KIDS FOUNDATION

C 50,000 GRANTS RECEIVED
(7) JEWISH COMMUNAL FUND

P 1,949,000 ACTUAL EXPENSE AMOUNTS
(8) JEWISH WOMEN'S FOUNDATION OF NEW YORK INC

P 343,000 ACTUAL EXPENSE AMOUNTS
(9) UJA-FED PROPERTIES INC

Q 281,000 ACTUAL CASH TRANSFERS
(10) JEWISH WOMEN'S FOUNDATION OF NEW YORK INC

Q 167,000 ACTUAL CASH TRANSFERS
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
  SCHEDULE R, PART II, COLUMN (F) - DIRECT CONTROLLING ENTITY THE RELATED TAX-EXEMPT ORGANIZATIONS IN PART II INCLUDE THE JEWISH COMMUNAL FUND ("JCF"), A DONOR ADVISED FUND OF WHICH UJA-FEDERATION IS THE SOLE MEMBER, THE CAROLINE AND JOSEPH S. GRUSS LIFE MONUMENT FUNDS ("GRUSS FUNDS"), AND 39 OTHER SUPPORTING ORGANIZATIONS. ALTHOUGH JCF, THE GRUSS FUNDS, AND THE OTHER 39 SUPPORTING ORGANIZATIONS MEET THE DEFINITION OF A CONTROLLED ENTITY UNDER INTERNAL REVENUE CODE SECTION 512(B)(13),UJA FEDERATION, JCF, AND THE GRUSS FUNDS DO NOT BELIEVE THAT THE ASSETS OF JCF AND THE GRUSS FUNDS ARE AVAILABLE TO MEET THE OBLIGATIONS OF UJA-FEDERATION. SIMILARLY, ATLTHOUGH UJA-FEDERATION NAMES A MAJORITY OF THE DIRECTORS OF EACH OF THE 39 OTHER SUPPORTING ORGANIZATIONS AND ALTHOUGH UJA-FEDERATION AND ITS NETWORK AGENCIES RECEIVED APPROXIMATELY 27.1% AND 11.7%, RESPECTIVELY, OF THE TOTAL GRANTS MADE BY THESE SUPPORTING ORGANIZATIONS DURING THE FIVE YEAR PERIOD ENDED JUNE 30, 2012, THE DIRECTORS OF THE SUPPORTING ORGANIZATIONS HAVE AN INDEPENDENT FIDUCIARY DUTY TO THE ORGANIZATIONS. AS A RESULT, UJA-FEDERATION BELIEVES THAT THE ASSETS OF THESE SUPPORTING ORGANIZATIONS ARE NOT AVAILABLE TO MEET THE OBLIGATIONS OF UJA-FEDERATION.
Additional Data


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