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 private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 06-01-2013 , 2013, and ending 05-31-2014
BCheck if applicable:
CName of organization
UNITED JEWISH FOUNDATION
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
6735 TELEGRAPH ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BLOOMFIELD HILLS, MI48301
D Employer identification number

38-1360585
E Telephone number

G Gross receipts $ 87,322,079
F Name and address of principal officer:
SCOTT KAUFMAN
6735 TELEGRAPH ROAD
BLOOMFIELD HILLS,MI48301
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.JEWISHDETROIT.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1899
M State of legal domicile: MI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE ORGANIZATION OWNS, MANAGES AND INVESTS JEWISH COMMUNAL ASSETS TO PROVIDE FOR THE FUTURE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 88
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 86
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 800
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 32,295
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 31,295
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 24,029,320 66,886,420
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 13,424,909 17,366,311
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 392,019 320,738
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 37,846,248 84,573,469
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 34,496,994 49,009,274
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) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet630,534    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 6,646,707 8,588,333
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 41,143,701 57,597,607
19 Revenue less expenses. Subtract line 18 from line 12....... -3,297,453 26,975,862
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 365,388,972 464,451,812
21 Total liabilities (Part X, line 26)............. 25,104,048 78,084,861
22 Net assets or fund balances. Subtract line 21 from line 20..... 340,284,924 386,366,951
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 MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: THE UNITED JEWISH FOUNDATION OF METROPOLITAN DETROIT OWNS, MANAGES AND INVESTS JEWISH COMMUNAL ASSETS, INCLUDING GENERAL AND ENDOWMENT FUNDS, AGENCY ENDOWMENTS, SUPPORTING FOUNDATIONS AND REAL PROPERTY. THE FOUNDATION IS COMMITTED TO ENSURING THAT ASSETS ARE AVAILABLE TO PROMOTE THE CONTINUITY OF THE JEWISH PEOPLE.
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 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 $ 49,009,274 including grants of $ 49,009,274 ) (Revenue $ 0 )
DISTRIBUTION OF ASSETS TO THE JEWISH FEDERATION'S ANNUAL CAMPAIGN AND TO OTHER QUALIFIED 501(C)(3) ORGANIZATIONS SERVING THE JEWISH COMMUNITY LOCALLY AND NATIONALLY
4b (Code:   ) (Expenses $ 4,437,320 including grants of $   ) (Revenue $ 0 )
OTHER PROGRAM SERVICES
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet53,446,594
Form 990 (2013)
Form 990 (2013)
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 (see instructions)? 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 I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
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 III............................
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 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
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 VIIClick 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 VIIIClick 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 IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick 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 XClick 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 and XII 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 and XII 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
 
No
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, Parts I and IV......... 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 other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... 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 (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government 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 or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ 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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, 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 direct or indirect 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 M..Click 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, Part II, III, or IV, and Part 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
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
37
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
0
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
 
 
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” to line 3b, 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, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ , UK , EI , BD
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 as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
No
Form 990 (2013)
Form 990 (2013)
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 or note to any line 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 .....................
1a
88
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
86
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
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review this 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
MI
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:
MediumBulletBECKY STASCH6735 TELEGRAPH ROADBLOOMFIELD HILLSMI48301 (248) 203-1521
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) PETER M ALTER........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(2) EUGENE M APPLEBAUM........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(3) PAMELA APPLEBAUM........................................................................
VICE-PRESIDENT
 .50
.......................0.00 		X   X       0 0 0
(4) RONALD M APPLEBAUM........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(5) JAMES BELLINSON........................................................................
DIRECTOR
 .50
.......................1.00 		X           0 0 0
(6) MICHAEL E BERGER........................................................................
TREASURER
 .50
.......................0.00 		X   X       0 0 0
(7) MANDELL L BERMAN........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(8) DENNIS S BERNARD........................................................................
OFFICER AT LARGE
 .50
.......................0.00 		X   X       0 0 0
(9) DOUGLAS A BLOOM........................................................................
DIRECTOR
 .50
.......................10.50 		X           0 0 0
(10) PENNY B BLUMENSTEIN........................................................................
DIRECTOR
 .50
.......................1.00 		X           0 0 0
(11) AVERN L COHN........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(12) ROBERT S COLBURN........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(13) SANDRA MUSKOVITZ DANTO........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(14) SCOTT A EISENBERG........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(15) DOUGLAS ETKIN........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(16) PHILLIP WM FISHER........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(17) ELYSE ESSICK FOLTYN........................................................................
VICE-PRESIDENT
 .50
........................50 		X   X       0 0 0
Form 990 (2013)
Form 990 (2013)
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 (list any hours for related organizations below dotted line) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) MINDI FYNKE........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(19) CONRAD L GILES........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(20) DIANE GOLDSTEIN........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(21) NANCY GROSFELD........................................................................
DIRECTOR
 .50
.......................1.00 		X           0 0 0
(22) CHERYL GUYER........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(23) MARGOT HALPERIN........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(24) MARK R HAUSER........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(25) DOREEN HERMELIN........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(26) MICHAEL HOROWITZ........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(27) LEE HURWITZ........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(28) LAWRENCE S JACKIER........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(29) ALAN J KAUFMAN........................................................................
VICE-PRESIDENT
 .50
.......................0.00 		X   X       0 0 0
(30) SCOTT KAUFMAN........................................................................
CEO AND SECRETARY
 20.00
.......................20.50 		X   X       0 273,828 11,915
(31) BERNARD KENT........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(32) JASON KLEIN........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(33) MARK KOWAKSKY........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(34) MATTHEW B LESTER........................................................................
DIRECTOR
 .50
.......................1.00 		X           0 0 0
(35) ROBB LIPPITT........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(36) LISA I LIS........................................................................
DIRECTOR
 .50
.......................1.00 		X           0 0 0
(37) BEVERLY LISS........................................................................
DIRECTOR
 .50
.......................1.00 		X           0 0 0
(38) RABBI HAROLD LOSS........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(39) MICHAEL W MADDIN........................................................................
DIRECTOR
 .50
.......................1.00 		X           0 0 0
(40) FLORINE MARK........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(41) EDWARD MEER........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(42) JEREMY J MODELL........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(43) HOWARD MOROF........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(44) ALLAN NACHMAN........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(45) ROBERT H NAFTALY........................................................................
DIRECTOR
 .50
.......................1.00 		X           0 0 0
(46) LARRY M NEMER........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(47) TERRY NOSAN........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(48) JOSHUA F OPPERER........................................................................
DIRECTOR
 .50
.......................1.00 		X           0 0 0
(49) GRAHAM A ORLEY........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(50) MARCIE ORLEY........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(51) DAVID K PAGE........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(52) NORMAN A PAPPAS........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(53) MICHAEL B PERLMAN........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(54) JACK A ROBINSON........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(55) BENJAMIN F ROSENTHAL........................................................................
PRESIDENT - ELECT
 .50
........................50 		X   X       0 0 0
(56) TERRI FARBER ROTH........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(57) TODD SACHSE........................................................................
PRESIDENT
 10.00
.......................1.00 		X   X       0 0 0
(58) STEVEN F SCHLAFER........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(59) JEFFREY SCHLUSSEL........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(60) MARK E SCHLUSSEL........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(61) KAREN SOSNICK SCHOENBERG........................................................................
DIRECTOR
 .50
.......................1.00 		X           0 0 0
(62) ALAN E SCHWARTZ........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(63) ALAN S SCHWARTZ........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(64) ROBERT SLATKIN........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(65) RONALD SOLLISH........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(66) JEFFREY P STRAUS........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(67) JOEL D TAUBER........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(68) STEVEN WEISBERG........................................................................
VICE-PRESIDENT
 .50
........................50 		X   X       0 0 0
(69) LAWRENCE A WOLFE........................................................................
DIRECTOR
 .50
.......................10.00 		X           0 0 0
(70) ALAN S ZEKELMAN........................................................................
VICE-PRESIDENT
 .50
.......................0.00 		X   X       0 0 0
(71) NANCY ADLER........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(72) NORMAN BEITNER........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(73) ROSELYN BLANCK........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(74) STEPHEN EISENBERG........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(75) JEFFREY EISENSHTADT........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(76) ROBERT GORDON........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(77) ROBERT KLEIMAN........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(78) LAWRENCE LAX........................................................................
VICE-PRESIDENT
 .50
.......................1.00 		X   X       0 0 0
(79) GARY SHIFFMAN........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(80) BRIAN SIEGEL........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(81) NEAL ZALENKO........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(82) PAULA GOLDMAN-SPINNER........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(83) ROBERT HERTZBERG........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(84) BETSY HEUER........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(85) BRIAN KEPES........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(86) RANDIE LEVIN........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(87) RANDY WERTHERIMER........................................................................
DIRECTOR
 .50
.......................0.00 		X           0 0 0
(88) RACHEL WRIGHT........................................................................
DIRECTOR
 .50
........................50 		X           0 0 0
(89) DOROTHY BENYAS........................................................................
CHIEF FINANCIAL OFFICER
 20.00
.......................22.00 		    X       0 191,871 19,112
(90) ANDREW ECHT........................................................................
CHIEF FINANCIAL RESOURCE DEVELOPMENT
 20.00
.......................20.00 		    X       0 215,216 15,461
(91) HOWARD NEISTEIN........................................................................
CHIEF ADMINISTRATIVE OFFICER
 20.00
.......................20.00 		    X       0 193,564 19,254
(92) THEODORE COHEN........................................................................
CHIEF MARKETING OFFICER
 20.00
.......................20.00 		        X   0 149,888 18,533
(93) ROBERT ARONSON........................................................................
SEN. DEV. DIR/FORMER CEO
 17.00
.......................18.00 		          X 0 283,190 37,140
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 0 1,307,557 121,415
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
WELLINGTON INVESTMENTS280 CONGRESS STBOSTONMA02210 INVESTMENT MANAGEMENT 207,867
TITLE SOURCE INC662 WOODWARD AVENUEDETROITMI48226 TITLE 191,159
COMERICA BANK - TRUST FEE ACCOUNTING GROPO BOX 67600DETROITMI48267 TRUST BANKING 170,305
FINANCIAL ONE ACCOUNTING INC44744 HELM STREETPLYMOUTHMI48170 ACCOUNTING 160,613
JEFFREY SLOCUM & CO43 MAIN STREET SUITE 300MINNEAPOLISMN55414 INVESTMENT CONSULTING 157,022
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet8
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 3,024,104
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		63,862,316
g Noncash contributions included in lines
1a-1f:$ 		45,722,548
h Total. Add lines 1a-1f.......MediumBullet 66,886,420
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet  
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 839,479     839,479
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 681,892  
b Less: rental expenses 499,139  
c Rental income or (loss) 182,753  
d Net rental income or (loss).......MediumBullet 182,753     182,753
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 17,989,885 786,418
b Less: cost or other basis and sales expenses 1,268,250 981,221
c Gain or (loss) 16,721,635 -194,803
d Net gain or (loss)..........MediumBullet 16,526,832     16,526,832
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
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 PARTNERSHIP INCOME 900099 64,896   32,295 32,601
b PARTICIPANT REVENUE 900099 44,523     44,523
c OTHER OPERATING INCOME 900099 21,618     21,618
d All other revenue .... 6,948     6,948
e Total. Add lines 11a–11d ...... MediumBullet 137,985
12 Total revenue. See Instructions......MediumBullet 84,573,469 0 32,295 17,654,754
Form 990 (2013)
Form 990 (2013)
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).Check if Schedule O contains a response or note to any line 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 49,009,274 49,009,274
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees ....        
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        
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits .......        
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ...... 1,305,450   1,305,450  
b Legal ......... 75,678   75,678  
c Accounting ........... 84,556   84,556  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........        
12 Advertising and promotion ....        
13 Office expenses ....... 163,731   163,731  
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 782,277 706,123 76,154  
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 17,795   17,795  
20 Interest ........... 74,781 74,781    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 4,002,012 3,981,411 20,601  
23 Insurance .............. 27,739   27,739  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a JFMD FUND. & ADMIN. EXP 2,178,047   1,547,513 630,534
b PROGRAM SERVICES 174,145 174,145    
c PLEDGE DEBT 115,549   115,549  
d RENTAL EXP. ON PT VIII -499,140 -499,140    
e All other expenses 85,713   85,713  
25 Total functional expenses. Add lines 1 through 24e 57,597,607 53,446,594 3,520,479 630,534
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 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 0 1 0
2 Savings and temporary cash investments ......... 20,870,629 2 22,784,976
3 Pledges and grants receivable, net ........... 4,215,748 3 6,980,618
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ............. 8,680,837 7 8,602,072
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 2,165,557 9 2,123,819
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 131,999,902
b Less: accumulated depreciation ..... 10b 65,010,097 70,524,637 10c 66,989,805
11 Investments—publicly traded securities .......... 160,840,041 11 206,951,471
12 Investments—other securities. See Part IV, line 11 ..... 86,850,732 12 137,553,517
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 11,240,791 15 12,465,534
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 365,388,972 16 464,451,812
Liabilities 17 Accounts payable and accrued expenses ......... 369,438 17 603,555
18 Grants payable ................. 3,259,668 18 7,204,865
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities ............. 1,614,349 20 1,476,337
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other 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 .. 550,000 23 225,000
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.................... 19,310,593 25 68,575,104
26 Total liabilities. Add lines 17 through 25......... 25,104,048 26 78,084,861
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 146,184,299 27 178,046,660
28 Temporarily restricted net assets ........... 36,701,843 28 46,906,062
29 Permanently restricted net assets ........... 157,398,782 29 161,414,229
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 340,284,924 33 386,366,951
34 Total liabilities and net assets/fund balances ........ 365,388,972 34 464,451,812
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
84,573,469
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
57,597,607
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
26,975,862
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
340,284,924
5
Net unrealized gains (losses) on investments ...............
5
13,072,652
6
Donated services and use of facilities .................
6
3,900,000
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
2,133,513
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
386,366,951
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
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.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UNITED JEWISH FOUNDATION
 
Employer identification number

38-1360585
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 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
Provide the following information about the supported organization(s).
(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 monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 19,707,987 9,682,196 19,933,048 24,029,320 66,886,420 140,238,971
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 19,707,987 9,682,196 19,933,048 24,029,320 66,886,420 140,238,971
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).. 52,597,995
6 Public support. Subtract line 5 from line 4. 87,640,976
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 19,707,987 9,682,196 19,933,048 24,029,320 66,886,420 140,238,971
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 9,783,547 5,332,240 6,530,141 921,073 1,521,371 24,088,372
9 Net income from unrelated business activities, whether or not the business is regularly carried on..     30,607 128,830 32,295 191,732
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 120,130 2,122,825 287,421 57,296 105,690 2,693,362
11 Total support (Add lines 7 through 10). 167,212,437
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
52.410 %
15
15
66.990 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
UNITED JEWISH FOUNDATION
 
Employer identification number

38-1360585
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 its Form 990PF, Part I, line 2, 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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
UNITED JEWISH FOUNDATION
  		Employer identification number

38-1360585
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, RESTRICTEDRESTRICTED

$RESTRICTED


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
UNITED JEWISH FOUNDATION
  		Employer identification number

38-1360585
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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
UNITED JEWISH FOUNDATION
  		Employer identification number

38-1360585
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) (2013)

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. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UNITED JEWISH FOUNDATION
 
Employer identification number

38-1360585
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 ......... 569 1157
2 Aggregate contributions to (during year) ... 47,975,795 18,713,093
3 Aggregate grants from (during year) ..... 27,736,623 21,272,649
4 Aggregate value at end of year ........ 103,769,611 372,529,455
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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 XIII, 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 170,556,024 149,404,380 157,624,913 148,096,045 138,620,141
b Contributions ........ 18,923,860 4,734,990 1,893,420 1,550,734 1,882,929
c Net investment earnings, gains, and losses 14,142,728 24,842,532 -1,569,460 18,638,756 16,215,850
d Grants or scholarships ..... 8,822,288 8,425,878 8,544,493 9,910,621 8,622,875
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ...... 194,800,324 170,556,024 149,404,380 158,374,914 148,096,045
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet82.000 %
c
Temporarily restricted endowment SchDMd Bullet18.000 %
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 XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. 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 ................. 2,779,000 7,375,208 10,154,208
b Buildings ................   119,059,357 62,319,215 56,740,142
c Leasehold improvements ............        
d Equipment ................   2,743,565 2,690,882 52,683
e Other .................   42,772   42,772
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 66,989,805
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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) LIQUID LIMITED PARTNERSHIP INVESTMENT 		5,023,531 F

(B) INCOME ANNUITY ARBITRAGE 		1,856,343 C

(C) ALTERNATIVE INVESTMENTS 		129,616,212 F

(D) ISRAEL BONDS 		269,500 F

(E) CERTIFICATES OF DEPOSIT 		787,931 F




Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 137,553,517
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
CONSTITUENT AGENCIES DEPOSITS 55,368,746
OTHER ORGANIZATIONS PAYABLE 10,482,685
CHARITABLE GIFT ANNUITIES PAYABLE 1,883,134
CONTRIBUTIONS FOR FUTURE USE 840,539





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 68,575,104
2. Liability for uncertain tax positions In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 124,413,782
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 13,072,652
b Donated services and use of facilities ......... 2b 3,900,000
c Recoveries of prior year grants ........... 2c 224,684
d Other (Describe in Part XIII.) ............ 2d 23,449,288
e Add lines 2a through 2d ..................... 2e 40,646,624
3 Subtract line 2e from line 1..................... 3 83,767,158
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  
b Other (Describe in Part XIII.) ........... 4b 806,311
c Add lines 4a and 4b....................... 4c 806,311
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 84,573,469
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 63,834,019
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 9,719,909
e Add lines 2a through 2d...................... 2e 9,719,909
3 Subtract line 2e from line 1..................... 3 54,114,110
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  
b Other (Describe in Part XIII.) ............ 4b 3,483,497
c Add lines 4a and 4b....................... 4c 3,483,497
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 57,597,607
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: ALL ENDOWMENT FUNDS ARE USED TO SUPPORT THE MISSION OF THE ORGANIZATION.
PART X, LINE 2: THE ORGANIZATIONS ARE MICHIGAN NONPROFIT CORPORATIONS UNDER SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE THAT HAS BEEN GRANTED AN EXEMPTION FROM THE PAYMENT OF INCOME TAXES UNDER SECTION 501(C)(3) AND HAS BEEN DETERMINED TO BE OTHER THAN PRIVATE FOUNDATIONS. THE ORGANIZATIONS' MANAGEMENT BELIEVES THAT THE ORGANIZATIONS CONTINUE TO OPERATE IN A MANNER THAT PRESERVES ITS TAX EXEMPT STATUS. THE ORGANIZATIONS APPLY THE STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS, ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATIONS RECOGNIZE THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE LIKELY THAN NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED, UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. BASED ON ITS EVALUATION, THE ORGANIZATIONS HAVE CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THEIR FINANCIAL STATEMENTS. THE ORGANIZATIONS ARE NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY THE INTERNAL REVENUE SERVICE FOR YEARS PRIOR TO THE 2010 TAX YEAR (FISCAL YEAR ENDED MAY 31, 2011).
PART XI, LINE 2D - OTHER ADJUSTMENTS: SUPPORT FOUNDATION REVENUE 20,471,721. INTERORGANIZATION APPROPRIATIONS 2,977,567.
PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -499,139. MANAGEMENT FEES 1,305,450.
PART XII, LINE 2D - OTHER ADJUSTMENTS: SUPPORT FOUNDATION EXPENSES 9,220,770. RENTAL EXPENSE 499,139.
PART XII, LINE 4B - OTHER ADJUSTMENTS: JFMD FUNDRAISING/ADMIN. EXP 2,178,047. MANAGEMENT FEES 1,305,450.
Schedule D (Form 990) 2013

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.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UNITED JEWISH FOUNDATION
 
Employer identification number

38-1360585
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. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (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 and investments
in region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   94,257,212
EUROPE 0 0 INVESTMENTS   15,495,012
MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS   269,500
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 110,021,724
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 110,021,724
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
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. Part II can be duplicated 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 non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
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
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 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.
Part III can be duplicated 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) 2013
Schedule F (Form 990) 2013
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, Return by a U.S. Transferor of Property to a Foreign Corporation (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, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (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, Information 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) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
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).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
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
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UNITED JEWISH FOUNDATION
 
Employer identification number
38-1360585
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. Part II can be duplicated if additional space is needed.
(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) ADAT SHALOM SYNAGOGUE
29901 MIDDLEBELT
FARMINGTON HILLS,MI48334 		38-1437934 501(C)(3) 72,454       TO SUPPORT CONSERVATIVE JUDAISM
(2) AHAVAS OLAM WEINGARDEN TORAH CENTER
15010 SUTHERLAND
OAK PARK,MI48237 		20-3302399 501(C)(3) 50,000       TO SUUPORT CONSERVATIVE JUDAISM
(3) AKIVA HEBREW DAY SCHOOL
21100 W TWELVE MILE RD
SOUTHFIELD,MI48076 		38-1750780 501(C)(3) 309,462       TO SUPPORT EDUCATION
(4) ALLIED JEWISH FEDERATION OF COLORADO
300 S DAHLIA ST STE 300
DENVER,CO80222 		84-0402662 501(C)(3) 10,000       TO SUPPORT THE JEWISH COMMUNITY
(5) ALTERNATIVES FOR GIRLS
903 W GRAND BLVD
DETROIT,MI48208 		38-2766412 501(C)(3) 20,000       TO SUPPORT AT RISK YOUTH
(6) ALZHEIMER'S ASSOCIATION
20300 CIVIC CENTER DRIVE 100
SOUTHFIELD,MI48076 		38-2919674 501(C)(3) 43,110       TO SUPPORT MEDICAL RESEARCH
(7) AM COMM FOR THE WEIZMANN INSTIT OF SCIENCE
PO BOX 19002
NEW YORK,NY102770672 		13-1623886 501(C)(3) 22,375       TO SUPPORT EDUCATION
(8) AMERICAN FRIENDS OF BAR-ILAN UNIVERSITY
6735 TELEGRAPH
BLOOMFIELD HILLS,MI48301 		13-6192275 501(C)(3) 75,621       TO SUPPORT JEWISH EDUCATION
(9) AMERICAN FRIENDS OF BEIT OROT INC
162 CEDAR LANE
TEANECK,NJ07666 		11-3150429 501(C)(3) 9,156       TO SUPPORT THE INTERNATIONAL JEWISH COMMUNITY
(10) AMERICAN FRIENDS OF KORET ISRAEL ECONOMIC DEVELOPMENT FUND
33 NEW MONTGOMERY STREET SUITE 1090
1090
SAN FRANCISCO,CA94105 		94-3201147 501(C)(3) 250,000       TO SUPPORT THE INTERNATIONAL JEWISH ECONOMIC DEVELOPMENT
(11) AMERICAN FRIENDS OF SHALVA ISRAEL INC
315 FIFTH AVENUE
NEW YORK CITY,NY10016 		56-2676533 501(C)(3) 10,000       TO SUPPORT THE INTERNATIONAL JEWISH COMMUNITY
(12) AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC
ONE BATTERY PARK PLAZA
NEW YORK,NY100041405 		13-1568923 501(C)(3) 10,400       TO SUPPORT JEWISH EDUCATION
(13) AMERICAN ISRAEL EDUCATION FNDN INC
120 W MADISON STE 500
CHICAGO,IL60602 		52-1623781 501(C)(3) 585,500       TO SUPPORT JEWISH EDUCATION
(14) AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
711 3RD AVE
NEW YORK,NY10017 		13-1656634 501(C)(3) 252,000       TO SUPPORT THE INTERNATIONAL JEWISH COMMUNITY
(15) AMERICAN RED MAGEN DAVID FOR ISRAEL
23215 COMERCE PARK ROAD SUITE 306
BEACHWOOD,OH44122 		23-7231942 501(C)(3) 7,875       TO PROVIDE MEDICAL SERVICES
(16) AMERICAN SOCIETY FOR TECHNION
30230 ORCHARD LAKE RD
FARMINGTON HILLS,MI48334 		13-0434195 501(C)(3) 157,000       TO SUPPORT HIGHER EDUCATION
(17) ANTI-DEFAMATION LEAGUE
25800 NORTHWESTERN HWY
SOUTHFIELD,MI48075 		13-1818723 501(C)(3) 28,350       TO FIGHT DISCRIMINATION
(18) AVENTURA TURNBERRY JEWISH CENTER
20400 NE 30TH AVE
AVENTURA,FL33180 		59-1673246 501(C)(3) 25,950       TO SUPPORT THE COMMUNITY
(19) BAIS CHABAD OF WEST BLOOMFIELD
5595 W MAPLE RD
WEST BLOOMFIELD,MI48322 		38-2388299 501(C)(3) 10,300       TO SUPPORT JUDAISM
(20) BAIS KNESSES HAGRA
14561 LINCOLN DRIVE
OAK PARK,MI48237 		13-4244997 501(C)(3) 10,750       TO SUPPORT JUDAISM
(21) BANNER ALZHEIMERS FOUNDATION
2025 N 3RD STREET SUITE 250
PHOENIX,AZ85004 		20-4862361 501(C)(3) 25,000       TO SUPPORT MEDICAL RESEARCH
(22) BEAR HUG FOUNDATION
PO BOX 2197
BIRMINGHAM,MI48012 		38-3501554 501(C)(3) 16,000       TO SUPPORT CHILDREN
(23) BEAUMONT FOUNDATION
PO BOX 5802
TROY,MI480079620 		38-2707084 501(C)(3) 170,180       TO SUPPORT MEDICAL RESEARCH
(24) BETH ISRAEL CONGREGATION
2000 WASHTENAW
ANN ARBOR,MI481043105 		38-1794360 501(C)(3) 9,000       TO SUPPORT JUDAISM
(25) BETH MEDRASH GOVOHA
1251 51ST ST
BROOKLYN,NY11219 		51-0137088 501(C)(3) 5,171       TO SUPPORT HIGHER EDUCATION
(26) BIG CITY MOUNTAINEERS INC
710 10TH STREET
GOLDEN,CO80401 		65-0200163 501(C)(3) 6,000       TO SUPPORT YOUTH SERVICES
(27) BIRMINGHAM COMMUNITY COALITION
1221 BOWERS 261
BIRMINGHAM,MI48012 		38-3269789 501(C)(3) 15,000       TO SUPPORT EDUCATION
(28) BIRMINGHAM TEMPLE
28611 W 12 MILE RD
FARMINGTON HILLS,MI48334 		38-1747980 501(C)(3) 11,750       TO SUPPORT JUDAISM
(29) BIRTHRIGHT ISRAEL FOUNDATION
33 EAST 33RD STREET
NEW YORK,NY10016 		13-4092050 501(C)(3) 16,350       TO SUPPORT FOUNDATION
(30) B'NAI BRITH YOUTH ORGANIZATION
6600 WEST MAPLE RD
WEST BLOOMFIELD,MI48322 		31-1794932 501(C)(3) 33,466       TO SUPPORT THE ANNUAL CAMPAIGN
(31) BNOS CHAVA TEACHERS SEMINARY
1048 EAST 31ST STREET
BROOKLYN,NY11210 		13-3163148 501(C)(3) 5,200       TO SUPPORT JEWISH EDUCATION
(32) BOYS & GIRLS CLUB OF KING COUNTY AND MERCER ISLAND
2825 W MERCER WAY
MERCER ISLAND,WA98040 		13-5562976 501(C)(3) 5,500       TO SUPPORT YOUTH PROGRAMS
(33) BRANDDEIS HILLEL DAY SCHOOL
655 BROTHERHOOD WAY
SAN FRANCISCO,CA94132 		94-1558659 501(C)(3) 10,000       TO SUPPORT EDUCATION
(34) BRAVO COLORADO AT VAIL-BEAVER CREEK
PO BOX 2270
VAIL,CO81658 		84-1074065 501(C)(3) 20,000       TO SUPPORT THE ARTS
(35) CHALLENGED ATHLETES INC
PO BOX 910769
SAN DIEGO,CA92191 		33-0739596 501(C)(3) 20,000       TO SUPPORT SPORTSMANSHIP
(36) CHAMBER MUSIC SOCIETY OF DETROIT
31731 NORTHWESTERN HWY
FARMINGTON HILLS,MI48334 		38-2794258 501(C)(3) 17,700       TO SUPPORT THE ARTS
(37) CHILD ABUSE & NEGLECT COUNCIL OF OAKLAND COUNTY
44765 WOODWARD AVE
PONTIAC,MI48341 		38-2305297 501(C)(3) 10,000       TO SUPPORT CHILDREN
(38) CHILD SAFE MICHIGAN
30680 MONTPLIER SUITE 250
MADISON HEIGHTS,MI48071 		46-0611159 501(C)(3) 6,160       TO SUPPORT CHILDREN
(39) CHILDREN'S HOSPITAL OF MICHIGAN FNDN
3911 BEAUBIEN
DETROIT,MI48201 		32-0087353 501(C)(3) 107,600       TO SUPPORT HEALTH CARE
(40) CHILDREN'S TUMOR FOUNDATION
95 PINE STREET
NEW YORK,NY10005 		13-2298956 501(C)(3) 192,700       TO SUPPORT MEDICAL RESEARCH
(41) CLAL - NATIONAL JEWISH CENTER FOR LEARNING AND LEADERSHIP INC
440 PARK AVENUE S 4TH FLOOR
NEW YORK,NY10016 		23-7390358 501(C)(3) 18,000       TO SUPPORT JEWISH LEARNING
(42) COLLABORATION FOR EARLY CHILDHOOD CARE & EDUC
PO BOX 4105
OAK PARK,IL60603 		30-0132292 501(C)(3) 15,000       TO SUPPORT EDUCATION
(43) COLLEGE OF WILLIAM AND MARY
OFFICE OF UNIVERSITY DEVELOPMENT PO
BOX 1693
WILLIAMSBURG,VA23187 		54-6001718 501(C)(3) 20,000       TO SUPPORT EDUCATION
(44) COLORADO MESA UNIVERSITY FOUNDATION
1450 N 12TH ST
GRAND JUNCTION,CO81501 		84-6037667 501(C)(3) 10,000       TO SUPPORT EDUCATION
(45) COMMUNITY FOUNDATION FOR SE MICHIGAN
333 W FORT ST
DETROIT,MI48226 		38-2530980 501(C)(3) 26,500       TO SUPPORT THE COMMUNITY
(46) CONGREGATION BETH AHM
5075 W MAPLE RD
WEST BLOOMFIELD,MI48322 		38-6004801 501(C)(3) 5,600       TO SUPPORT CONSERVATIVE JUDAISM
(47) CONGREGATION BETH EL
311 BETH EL WAY
TRAVERSE CITY,MI49684 		38-2818079 501(C)(3) 7,053       TO SUPPORT REFORM JUDAISM
(48) CONGREGATION BETH SHALOM
14601 W LINCOLN RD
OAK PARK,MI48237 		38-1572145 501(C)(3) 12,916       TO SUPPORT CONSERVATIVE JUDAISM
(49) CONGREGATION SHAAREY ZEDEK
27375 BELL RD
SOUTHFIELD,MI48034 		38-1420140 501(C)(3) 56,204       TO SUPPORT CONSERVATIVE JUDAISM
(50) CORNERSTONE SCHOOLS ASSOCIATION
6861 E NEVADA
DETROIT,MI48234 		38-2995984 501(C)(3) 50,000       TO SUPPORT EDUCATION
(51) CRANBROOK EDUCATIONAL COMMUNITY
PO BOX 801
BLOOMFIELD HILLS,MI483030801 		38-2015048 501(C)(3) 53,600       TO SUPPORT EDUCATION
(52) CROHN'S & COLITIS FNDN OF AMERICA
31313 NORTHWESTERN HWY SUITE 204
FARMINGTON HILLS,MI48334 		13-6193105 501(C)(3) 25,610       TO SUPPORT MEDICAL RESEARCH AND EDUCATION
(53) DENVER BOTANIC GARDEN
90 YORK ST
DENVER,CO80206 		84-0440359 501(C)(3) 5,523       TO SUPPORT THE ENVIRONMENT
(54) DETROIT HISTORICAL SOCIETY
5401 WOODWARD
DETROIT,MI48302 		38-1381144 501(C)(3) 6,100       TO SUPPORT THE ARTS
(55) DETROIT INSTITUTE OF ARTS
5200 WOODWARD AVE
DETROIT,MI48202 		38-1359510 501(C)(3) 47,629       TO SUPPORT THE ARTS
(56) DETROIT JEWISH NEWS FOUNDATION INC
29200 NORTHWESTERN HWY STE 110
SOUTHFIELD,MI48034 		27-4383848 501(C)(3) 23,746       TO SUPPORT THE COMMUNITY
(57) DETROIT PUBLIC SCHOOLS FOUNDATION
FISHER BUILDING SUITE 1004 3011
WEST GRAND BLVD
DETROIT,MI48202 		30-0135450 501(C)(3) 10,000       TO SUPPORT EDUCATION
(58) DETROIT PUBLIC TELEVISION
1 CLOVER COURT
WIXOM,MI48393 		38-1440200 501(C)(3) 31,075       TO SUPPORT THE ARTS
(59) DETROIT SYMPHONY ORCHESTRA
ADMINISTRATIVE OFFICE
DETROIT,MI48201 		38-1385132 501(C)(3) 154,850       TO SUPPORT THE ARTS
(60) DETROIT ZOOLOGICAL SOCIETY
8450 W 10 MILE ROAD
ROYAL OAK,MI48067 		38-6027356 501(C)(3) 32,300       TO SUPPORT THE ZOO
(61) PEF ISRAEL ENDOWMEND FUND
PO BOX 9991
SAN JOSE,CA95157 		13-6104086 501(C)(3) 60,300       TO SUPPORT WOMEN'S CAUSES
(62) EMPOWERMENT PLAN
1401 VERMONT ST
DETROIT,MI48216 		45-3265365 501(C)(3) 12,500       TO SUPPORT WOMEN'S CAUSES
(63) EPILEPSY FOUNDATION OF LOS ANGELES
5777 W CENTURY BLVD 820
LOS ANGELES,CA90045 		95-2046033 501(C)(3) 11,500       TO SUPPORT HEALTH CARE
(64) EPILEPSY FOUNDATION OF MICHIGAN
26211 CENTRAL PARK BLVD SUITE 100
SOUTHFIELD,MI48076 		38-1508581 501(C)(3) 9,377       TO SUPPORT MEDICAL RESEARCH
(65) EPISCOPAL COMMUNITY SERVICE OF SAN FRANCISCO
165 EIGHTH STREET
SAN FRANCISCO,CA94103 		95-1945256 501(C)(3) 80,000       TO HELP THE NEEDY
(66) EVERY FAMILY EDUCATION PROJECT
17 NORTH STATE STREET SUITE 1020
CHICAGO,IL60602 		26-0798861 501(C)(3) 10,500       TO SUPPORT EDUCATION
(67) EZER MZION INC
1281 49TH STREET
BROOKLYN,NY11219 		13-3660421 501(C)(3) 10,000       TO SUPPORT HEALTH CARE
(68) FLINT JEWISH FEDERATION
619 WALLENBERG ST
FLINT,MI48502 		38-1359257 501(C)(3) 11,600       TO SUPPORT THE JEWISH COMMUNITY
(69) FOCUS HOPE
1355 OAKMAN BLVD
DETROIT,MI48238 		38-1948285 501(C)(3) 50,000       TO SUPPORT THE COMMUNITY
(70) FOOD LIFELINE
1702 NE 150TH ST
SEATTLE,WA98155 		91-1090450 501(C)(3) 50,000       TO FEED THE HUNGRY
(71) FRANKEL JEWISH ACADEMY OF METRO DETROIT
6600 WEST MAPLE RD
WEST BLOOMFIELD,MI48322 		38-3428219 501(C)(3) 93,751       TO SUPPORT EDUCATION
(72) FRED HUTCHINSON CANCER RESEARCH CENTER
1100 FAIRVIEW AVE N J5-200
SEATTLE,WA98109 		91-1540426 501(C)(3) 10,000       TO SUPPORT MEDICAL RESEARCH
(73) FRESH AIR SOCIETY
6735 TELEGRAPH RD
BLOOMFIELD HILLS,MI48301 		38-1360545 501(C)(3) 548,572       TO SUPPORT THE NEEDS OF CHILDREN
(74) FRIENDS OF CAMP MAK-A-DREAM
121 W LONG LAKE STE 120
BLOOMFIELD HILLS,MI48304 		38-3293974 501(C)(3) 25,750       TO SUPPORT YOUTH PROGRAMS
(75) FRIENDS OF ISRAEL DISABLED VETERANS INC
1133 BROADWAY
NEW YORK,NY10010 		13-3392711 501(C)(3) 10,000       TO SUPPORT THE INTERNATIONAL JEWISH COMMUNITY
(76) FRIENDS OF THE ISRAEL DEFENSE FORCES
8451 BOULDER CT
WALLED LAKE,MI48390 		13-3156445 501(C)(3) 31,110       TO SUPPORT ISRAEL DEFENSE FORCES
(77) FRIENDS OF YEMIN ORDE
12230 WILKINS AVENUE
ROCKVILLE,MD20852 		22-3090463 501(C)(3) 125,000       TO SUPPORT YOUTH SERVICES
(78) FRIENDSHIP CIRCLE
6892 W MAPLE RD
WEST BLOOMFIELD,MI48322 		38-3613944 501(C)(3) 12,810       TO SUPPORT FAMILIES WITH SPECIAL NEEDS
(79) GREAT LAKES CHAMBER MUSIC FESTIVAL
20300 CIVIC CENTER DRIVE 100
SOUTHFIELD,MI48076 		20-1106153 501(C)(3) 6,738       TO SUPPORT THE ARTS
(80) HADASSAH THE WOMEN'S ZIONIST ORG OF AMERICA INC
5030 ORCHARD LAKE RD
W BLOOMFIELD,MI483232752 		13-1656651 501(C)(3) 18,286       TO SUPPORT WOMEN'S CAUSES
(81) HARVARD-WESTLAKE SCHOOL
3700 COLDWATER CANYON
N HOLLYWOOD,CA91604 		95-1644019 501(C)(3) 55,000       TO SUPPORT EDUCATION
(82) HEBREW FREE LOAN
6735 TELEGRAPH RD
BLOOMFIELD HILLS,MI48301 		38-1359260 501(C)(3) 74,942       TO PROVIDE INTEREST FREE LOANS
(83) HENRY FORD HEALTH SYSTEM
ONE FORD PLACE
DETROIT,MI482023450 		38-1357020 501(C)(3) 57,400       TO SUPPORT HEALTH CARE
(84) HILLEL DAY SCHOOL
32200 MIDDLEBELT ROAD
FARMINGTON HILLS,MI48334 		38-1586703 501(C)(3) 5,143,273       TO SUPPORT EDUCATION
(85) HILLEL OF METRO DETROIT
667 GROSBERG CENTER
DETROIT,MI48202 		52-1758804 501(C)(3) 19,350       TO SUPPORT EDUCATION
(86) HISTORICAL SOCIETY OF MICHIGAN
5815 EXECUTIVE DR
LANSING,MI48911 		38-1452689 501(C)(3) 5,250       TO SUPPORT THE ARTS
(87) HOLOCAUST MEMORIAL CENTER
28123 ORCHARD LAKE RD
FARMINGTON HILLS,MI483343738 		38-2402635 501(C)(3) 118,270       TO PRESERVE THE PAST AND PROTECT THE FUTURE
(88) INSTITUTE FOR DAYANIM
25625 SOUTHFIELD ROAD
SOUTHFIELD,MI48075 		20-0899773 501(C)(3) 8,640       TO SUPPORT EDUCATION
(89) INTERNATIONAL DOCUMENTARY ASSOCIATION
3470 WILSHIRE BLVD SUITE 980
LOS ANGELES,CA90010 		95-3911227 501(C)(3) 5,250       TO SUPPORT THE ARTS
(90) INTERNATIONAL MARCH OF THE LIVING
2 W 4TH STREET STE 1500
NEW YORK,NY10036 		22-3261085 501(C)(3) 22,750       TO SUPPORT JEWISH EDUCATION
(91) INVESTIGATIVE PROJECT ON TERRORISM FOUNDATION
5505 CONNECTICUT AVE NW STE 341
WASHINGTON,DC20015 		13-4331855 501(C)(3) 20,000       TO SUPPORT PUBLIC EDUCATION ON INTERNATIONAL THREATS
(92) ISAAC AGREE DOWNTOWN SYNAGOGUE
1457 GRISWOLD
DETROIT,MI48226 		38-2937738 501(C)(3) 10,946       TO SUPPORT REFORM JUDAISM
(93) ISRAEL 21C
15233 VENTURA BLVD SUITE 1108
SHERMAN OAKS,CA91403 		77-0571579 501(C)(3) 25,000       TO SUPPORT EDUCATION ON ISRAEL
(94) JARC
30301 NORTHWESTERN HWY SUITE 100
FARMINGTON HILLS,MI48334 		38-3690103 501(C)(3) 259,688       TO SUPPORT DISABLED INDIVIDUALS
(95) JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA
SAN FRANCISCO,CA94118 		94-3227260 501(C)(3) 100,000       TO SUPPORT THE JEWISH COMMUNITY
(96) JCRC OF SAN FRANCISCO MARIN & PENINSULA
121 STEUART ST
SAN FRANCISCO,CA94105 		94-1156335 501(C)(3) 110,000       TO SUPPORT THE JEWISH COMMUNITY
(97) JEWISH COMMUNITY CENTER
6600 WEST MAPLE ROAD
WEST BLOOMFIELD,MI48322 		38-1358397 501(C)(3) 3,033,819       TO SUPPORT THE JEWISH COMMUNITY
(98) JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO
3200 CALIFORNIA
SAN FRANCISCO,CA94118 		94-3227260 501(C)(3) 2,265,000       TO SUPPORT THE JEWISH COMMUNITY
(99) JEWISH COMMUNITY RELATIONS COUNCIL
6735 TELEGRAPH RD
BLOOMFIELD HILLS,MI48301 		38-3011194 501(C)(3) 30,233       TO SUPPORT PUBLIC AFFAIRS IN THE COMMUNITY
(100) JEWISH COMMUNITY SERVICES OF FLINT
619 WALLENBERG ST
FLINT,MI48502 		38-2752384 501(C)(3) 6,000       TO SUPPORT THE JEWISH COMMUNITY
(101) JEWISH FAMILY & CHILDREN'S SERVICES
2150 POST STREET
SAN FRANCISCO,CA94115 		94-1156528 501(C)(3) 200,000       TO SUPPORT THE JEWISH COMMUNITY
(102) JEWISH FAMILY SERVICE
6555 WEST MAPLE RD
WEST BLOOMFIELD,MI48322 		38-0691329 501(C)(3) 999,178       TO SUPPORT THE JEWISH COMMUNITY
(103) JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
6505 WILSHIRE BLVD
LOS ANGELES,CA90048 		95-1643388 501(C)(3) 5,118       TO SUPPORT THE JEWISH COMMUNITY
(104) JEWISH FEDERATION OF GRAND RAPIDS
4127 EMBASSY DR SE
GRAND RAPIDS,MI48546 		38-6099686 501(C)(3) 19,000       TO SUPPORT THE JEWISH COMMUNITY
(105) JEWISH FEDERATION OF GREATER ATLANTA
1440 SPRING ST
ATLANTA,GA30309 		58-1021791 501(C)(3) 29,900       TO SUPPORT THE JEWISH COMMUNITY
(106) JEWISH FEDERATION OF GREATER LONG BEACH & W ORANGE COUNTY
3801 EAST WILLOW STREET
LONG BEACH,CA90815 		95-1647830 501(C)(3) 10,000       TO SUPPORT THE JEWISH COMMUNITY
(107) JEWISH FEDERATION OF KALAMAZOO & SOUTHWEST MI
7124 HICKORY POINT DR
PORTAGE,MI49024 		38-6095960 501(C)(3) 5,900       TO SUPPORT THE JEWISH COMMUNITY
(108) JEWISH FEDERATION OF METRO DETROIT
6735 TELEGRAPH
BLOOMFIELD HILLS,MI48303 		38-1359214 501(C)(3) 25,059,398       TO SUPPORT THE JEWISH COMMUNITY
(109) JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY
9901 DONNA KLEIN BLVD
BOCA RATON,FL334281788 		59-1945109 501(C)(3) 27,250       TO SUPPORT THE JEWISH COMMUNITY
(110) JEWISH FEDERATION OF ST JOSEPH VALLEY
3202 SHALOM WAY
SOUTH BEND,IN46615 		35-0941124 501(C)(3) 6,957       TO SUPPORT THE JEWISH COMMUNITY
(111) JEWISH HOSPICE & CHAPLAINCY NETWORK
6555 W MAPLE RD
WEST BLOOMFIELD,MI48322 		38-3429268 501(C)(3) 105,075       TO SUPPORT THE ELDERLY
(112) JEWISH NATIONAL FUND
PO BOX 5609
HICKSVILLE,NY11802 		13-1659627 501(C)(3) 18,159       TO SUPPORT ISRAEL
(113) JEWISH RESOURCE CENTER CHABAD OF ASPEN
435 WEST MAIN STREET
ASPEN,CO81611 		22-3787221 501(C)(3) 6,000       TO SUPPORT THE JEWISH COMMUNITY
(114) JEWISH SENIOR LIFE OF METRO DETROIT
15000 WEST TEN MILE ROAD
OAK PARK,MI48237 		38-2693397 501(C)(3) 1,494,043       TO SUPPORT THE ELDERLY
(115) JEWISH THEOLOGICAL SEMINARY
6735 TELEGRAPH RD STE 310
BLOOMFIELD HILLS,MI483013143 		13-0887640 501(C)(3) 69,331       TO SUPPORT EDUCATION
(116) JUVENILE DIABETES RESEARCH FOUNDATION
24359 NORTHWESTERN HWY SUITE 225
SOUTHFIELD,MI48075 		23-1907729 501(C)(3) 104,084       TO SUPPORT MEDICAL RESEARCH
(117) JEWISH UNITED FUND OF METRO CHICAGO
30 SOUTH WELLS 315
CHICAGO,IL60606 		36-2167034 501(C)(3) 11,500       TO SUPPORT THE JEWISH COMMUNITY
(118) JVS
29699 SOUTHFIELD RD
SOUTHFIELD,MI48076 		38-1358013 501(C)(3) 587,098       TO AID JOB RESEARCH
(119) KADIMA
15999 W 12 MILE RD
SOUTHFIELD,MI48076 		38-2630596 501(C)(3) 81,771       TO SUPPORT INDIVIDUALS WITH SPECIAL NEEDS
(120) KARMANOS CANCER INSTITUTE
4100 JOHN R
DETROIT,MI48201 		38-1613280 501(C)(3) 279,650       TO SUPPORT MEDICAL RESEARCH
(121) KIDS KICKING CANCER
645 GRISWOLD ST SUITE 444
DETROIT,MI48226 		38-3500655 501(C)(3) 5,750       TO SUPPORT MEDICAL RESEARCH
(122) KOLLEL INSTITUTE OF GTR DETROIT
15230 WEST LINCOLN RD
OAK PARK,MI48237 		38-2114751 501(C)(3) 18,521       TO SUPPORT JEWISH EDUCATION
(123) LUBAVITCH FOUNDATION
14100 W 9 MILE RD
OAK PARK,MI48237 		38-2346125 501(C)(3) 25,858       TO SUPPORT ORTHODOX JUDAISM
(124) MAKE-A-WISH FOUNDATION OF MICHIGAN
28697 APPLE BLOSSOM LANE
FARMINGTON HILLS,MI48331 		38-2505812 501(C)(3) 15,300       TO PROVIDE SUPPORT TO THE TERMINALLY ILL
(125) MATAN B'SETER
15699 JEANETTE
OAK PARK,MI48237 		11-3405224 501(C)(3) 55,000       TO SUPPORT JEWISH EDUCATION
(126) MEMORIAL MEDICAL CENTER FOUNDATION
2801 ATLANTIC AVE STE 333
LONG BEACH,CA90806 		95-6105984 501(C)(3) 50,000       TO SUPPORT HEALTH CARE
(127) MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVE
NEW YORK,NY10021 		91-2154267 501(C)(3) 11,000       TO SUPPORT HEALTH CARE
(128) MERCER ISLAND SCHOOLS FOUNDATION
PO BOX 1243
MERCER ISLAND,WA98040 		91-1143444 501(C)(3) 5,500       TO SUPPORT EDUCATION
(129) MICHIGAN JEWISH SPORTS HALL OF FAME INC
6632 TELEGRAPH ROAD SUITE 304
BLOOMFIELD HILLS,MI48301 		38-2600231 501(C)(3) 7,275       TO SUPPORT HEALTH CARE AND EDUCATION
(130) MICHIGAN OPERA THEATRE
1526 BROADWAY
DETROIT,MI48226 		38-2052726 501(C)(3) 61,600       TO SUPPORT THE ARTS
(131) MICHIGAN STATE UNIVERSITY
A217 EAST FEE HALL
EAST LANSING,MI48224 		38-6005984 501(C)(3) 66,500       TO SUPPORT EDUCATION
(132) MICHIGAN STATE UNIVERSITY - HILLEL FOUNDATION
360 CHARLES STREET
EAST LANSING,MI48824 		38-3034766 501(C)(3) 125,851       TO SUPPORT EDUCATION
(133) MICHIGAN WOMEN'S STUDIES ASSOCIATION
213 W MALCOM X STREET
LANSING,MI48933 		38-2154388 501(C)(3) 5,650       TO SUPPORT WOMEN'S CAUSES
(134) MOTION PICTURE AND TELEVISION FUND
23388 MULHOLLAND DR SUITE 220
WOODLAND HILLS,CA91364 		95-1652916 501(C)(3) 30,000       TO SUPPORT THE ARTS
(135) NATIONAL COUNCIL OF JEWISH WOMEN
543 N FAIRFAX AVE
LOS ANGELES,CA90036 		95-1641433 501(C)(3) 17,810       TO SUPPORT WOMEN'S CAUSES
(136) NATIONAL YIDDISH BOOK CENTER
1021 WEST STREET
AMHERST,MA01002 		04-2708878 501(C)(3) 50,000       TO SUPPORT THE ARTS
(137) NATURE CONSERVANCY WASHINGTON STATE CHAPTER
4245 NORTH FAIRFAX DR SUITE 100
ARLINGTON,VA22203 		90-0248331 501(C)(3) 53,000       TO SUPPORT THE ENVIRONMENT
(138) OAKLAND UNIVERSITY
2200 N SQUIRREL RD
ROCHESTER,MI483094401 		38-6078765 501(C)(3) 15,500       TO SUPPORT EDUCATION
(139) OPERATION GRADUATION
15000 TROJAN STREET
DETROIT,MI48235 		27-2308036 501(C)(3) 6,250       TO SUPPORT EDUCATION
(140) ORCHARDS CHILDREN'S SERVICE
30215 SOUTHFIELD RD
SOUTHFIELD,MI48076 		38-2712084 501(C)(3) 43,500       TO SUPPORT CHILDREN
(141) ORT AMERICA
6735 TELEGRAPH RD
BLOOMFIELD HILLS,MI48301 		13-5562424 501(C)(3) 6,150       TO SUPPORT JOB EDUCATION
(142) PARTNERS FINANCIAL CHARITABLE FOUNDATION
1250 CAPITAL OF TEXAS HIGHWAY SOUTH
BLDG 2 SUITE 125
AUSTIN,TX78746 		46-0827422 501(C)(3) 15,000       TO SUPPORT THE COMMUNITY
(143) PASTEUR ELEMENTARY SCHOOL ALUMNI FOUNDATION
235 S OLD WOODWARD AVE
BIRMINGHAM,MI48009 		38-3351845 501(C)(3) 6,250       TO SUPPORT EDUCATION
(144) PATH CATALYST FUND
1455 NW LEARY WAY
SEATTLE,WA98107 		91-1157127 501(C)(3) 10,000       TO SUPPORT HEALTH CARE
(145) PLANNED PARENTHOOD FEDERATION OF AMERICA
PO BOX 96735
WASHINGTON,DC20077 		13-1644147 501(C)(3) 11,250       TO SUPPORT HEALTH CARE
(146) PLANNED PARENTHOOD OF MID & SOUTH MICHIGAN
3100 PROFESSINOAL DRIVE PO BOX 3673
3673
ANN ARBOR,MI48106 		38-1707521 501(C)(3) 10,930       TO SUPPORT HEALTH CARE
(147) RACQUET UP DETROIT
18100 MEYERS RD
DETROIT,MI48235 		27-2620275 501(C)(3) 10,000       TO SUPPORT YOUTH PROGRAMS
(148) RECONSTRUCTIONIST CONGREGATION OF DETROIT
1409 NICOLET PLACE
DETROIT,MI48207 		23-1710675 501(C)(3) 5,092       TO SUPPORT JUDAISM
(149) ROSE HILL CENTER INC
5130 ROSE HILL BLVD
HOLLY,MI48442 		38-2895077 501(C)(3) 14,000       TO SUPPORT HEALTH CARE
(150) SAN FRANCISCO HILLEL
33 BANBURY DR
SAN FRANCISCO,CA94132 		94-3152892 501(C)(3) 35,000       TO SUPPORT JEWISH EDUCATION
(151) SAN FRANCISCO JEWISH FILM FESTIVAL
145 NINTH ST STE 200
SAN FRANCISCO,CA94103 		94-2854068 501(C)(3) 24,167       TO SUPPORT THE ARTS
(152) SARASOTA MANATEE JEWISH FEDERATION
580 S MCINTOSH RD
SARASOTA,FL342321959 		59-1227747 501(C)(3) 9,000       TO SUPPORT THE JEWISH COMMUNITY
(153) SHIRAT DEVORAH ALS FOUNDATION INC
100 EDGEMONT PL
TEANECK,NJ07666 		46-2392098 501(C)(3) 90,000       TO SUPPORT HEALTH CARE
(154) SIMON WIESENTHAL CENTER
1399 SOUTH ROXBURY DR
LOS ANGELES,CA90035 		95-3964928 501(C)(3) 5,650       TO SUPPORT ARTS
(155) ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
TKE PO BOX 167
MEMPHIS,TN38101 		35-1044585 501(C)(3) 6,200       TO SUPPORT HEALTH CARE
(156) STAND FOR CHILDREN LEADERSHIP CENTER
3240 EASTLAKE AVE
SEATTLE,WA98102 		52-1957214 501(C)(3) 7,610       TO SUPPORT CHILDREN
(157) TEMPLE BETH EL
7400 TELEGRAPH RD
BLOOMFIELD HILLS,MI48301 		38-1359595 501(C)(3) 63,396       TO SUPPORT REFORM JUDAISM
(158) TEMPLE BETH SHALOM
3999 WALNUT LAKE RD
WEST BLOOMFIELD,MI48323 		38-2803191 501(C)(3) 14,000       TO SUPPORT REFORM JUDAISM
(159) TEMPLE B'NAI ISRAEL
08752 MULBERRY LANE
CHARLEVOIX,MI49720 		38-6071719 501(C)(3) 69,450       TO SUPPORT REFORM JUDAISM
(160) TEMPLE EMANU-EL
14450 W TEN MILE
OAK PARK,MI48237 		38-1493800 501(C)(3) 37,500       TO SUPPORT REFORM JUDAISM
(161) TEMPLE ISRAEL
5725 WALNUT LAKE RD
WEST BLOOMFIELD,MI48323 		38-1490194 501(C)(3) 182,686       TO SUPPORT REFORM JUDAISM
(162) TEMPLE ISRAEL OF LONG BEACH
3538 E 3RD STREET
LONG BEACH,CA90814 		95-1684093 501(C)(3) 100,000       TO SUPPORT REFORM JUDAISM
(163) THE JEWISH ENSEMBLE THEATRE
6600 WEST MAPLE ROAD
WEST BLOOMFIELD,MI48322 		38-2861818 501(C)(3) 41,000       TO SUPPORT THE ARTS
(164) THE JEWISH FUND
6735 TELEGRAPH
BLOOMFIELD HILLS,MI48301 		38-3323875 501(C)(3) 184,540       TO SUPPORT THE JEWISH COMMUNITY
(165) THE JEWISH HOME AND SENIOR LIVING FOUNDATION
302 SILVER AVE
SAN FRANCISCO,CA94112 		02-0724278 501(C)(3) 21,667       TO SUPPORT THE JEWISH COMMUNITY
(166) THE UCLA FOUNDATION
405 HILGARD AVE
LOS ANGELS,CA90024 		95-2250801 501(C)(3) 25,000       TO SUPPORT EDUCATION
(167) TIPPING POINT COMMUNITY
220 MONTGOMERY STREET
SAN FRANCISCO,CA94107 		20-2121739 501(C)(3) 100,000       TO SUPPORT THE COMMUNITY
(168) TREASURE ISLAND SAILING CENTER FOUNDATION
698 CALIFORNIA AVE 112
SAN FRANCISCO,CA94130 		31-1625735 501(C)(3) 10,000       TO SUPPORT SPORTSMANSHIP
(169) TRUSTEES OF COLUMBIA UNIVERSITY
33 WEST 60TH STREET 7TH FLOOR
NEW YORK,NY10023 		13-5598093 501(C)(3) 30,000       TO SUPPORT EDUCATION
(170) UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA
401 MIDDLE GROUND BLVD
NEWPORT NEWS,VA23606 		54-0480621 501(C)(3) 15,000       TO SUPPORT THE JEWISH COMMUNITY
(171) UNITED WAY
1212 GRISWOLD
DETROIT,MI48226 		20-3099071 501(C)(3) 32,100       TO SUPPORT THE ANNUAL CAMPAIGN
(172) UNIV OF MICHIGAN - HILLEL
1429 HILL ST
ANN ARBOR,MI481043105 		38-6119964 501(C)(3) 122,690       TO SUPPORT JEWISH EDUCATION
(173) UNIVERSITY OF CALIFORNIA
555 MISSION BAY BOULEVARD SOUTH
ROOM 352W
SAN FRANCISCO,CA94158 		94-2829914 501(C)(3) 25,000       TO SUPPORT EDUCATION
(174) UNIVERSITY OF MIAMI
PO BOX 248106
CORAL GABLES,FL33124 		59-0624458 501(C)(3) 10,000       TO SUPPORT EDUCATION
(175) UNIVERSITY OF MICHIGAN
3003 S STATE ST
ANN ARBOR,MI481091288 		38-6006309 501(C)(3) 270,486       TO SUPPORT EDUCATION
(176) UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERSITY PARK
LOS ANGELES,CA90089 		95-1642394 501(C)(3) 20,000       TO SUPPORT EDUCATION
(177) VAIL VALLEY FOUNDATION
PO BOX 309
VAIL,CO81658 		74-2215035 501(C)(3) 51,125       TO SUPPORT THE COMMUNITY
(178) VARIETY - CHILDREN'S CHARITY
CRANBROOK CENTRE 600 S ADAMS
BIRMINGHAM,MI48009 		38-2140506 501(C)(3) 63,050       TO SUPPORT THE COMMUNITY
(179) WALKING MOUNTAINS
PO BOX 9469 318 WALKING MOUNTAINS
LANE
AVON,CO81620 		84-1436731 501(C)(3) 5,700       TO SUPPORT THE ENVIRONMENT
(180) WASHINGTON UNIVERSITY
700 ROSEDALE AVE BOX 1000
ST LOUIS,MO63112 		43-0653611 501(C)(3) 10,500       TO SUPPORT EDUCATION
(181) WAYNE STATE UNIVERSITY
DEVELOPMENT OFFICE
DETROIT,MI48202 		38-6028429 501(C)(3) 56,500       TO SUPPORT EDUCATION
(182) WILSHIRE BOULEVARD TEMPLE
3663 WILSHIRE BLVD
LOS ANGELES,CA90010 		95-1691339 501(C)(3) 7,700       TO SUPPORT REFORM JUDAISM
(183) YAD EZRA
2850 W ELEVEN MILE RD
BERKLEY,MI480723039 		38-2904733 501(C)(3) 77,453       TO FEED THE HUNGRY
(184) YESHIVA BETH YEHUDAH
15751 W LINCOLN
SOUTHFIELD,MI48076 		38-1437939 501(C)(3) 336,337       TO SUPPORT JEWISH EDUCATION
(185) YESHIVA GEDOLAH
24600 GREENFIELD RD
OAK PARK,MI48237 		38-2569760 501(C)(3) 115,500       TO SUPPORT JEWISH EDUCATION
(186) YESHIVAS DARCHEI TORAH
21550 W 12 MILE ROAD
SOUTHFIELD,MI48076 		38-2842622 501(C)(3) 108,786       TO SUPPORT CONSERVATIVE JUDAISM
(187) YOUNG ISRAEL OF SOUTHFIELD
27705 LAHSER
SOUTHFIELD,MI48034 		38-2267079 501(C)(3) 8,721       TO SUPPORT ORTHODOX JUDAISM
(188) YOUTH FOUNDATION
PO BOX 309
VAIL,CO81658 		84-1442909 501(C)(3) 142,000       TO SUPPORT EDUCATION
(189) ZIONIST ORGANIZATION OF AMERICA
6600 WEST MAPLE RD
WEST BLOOMFIELD,MI48332 		13-5628475 501(C)(3) 6,781       TO SUPPORT JEWISH ACTIVISM
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
189
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
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.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: TO MONITOR OUR CONSTITUENT AGENCIES, WE RECEIVE ANNUAL BUDGET PROPOSALS AND PERIODIC PROGRAM AND BUDGET REPORTS.
Schedule I (Form 990) 2013


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, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UNITED JEWISH FOUNDATION
 
Employer identification number

38-1360585
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 of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
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 (E) amounts for that individual.
(A) Name and Title (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)SCOTT KAUFMANCEO AND SECRETARY (i)
(ii)		 0
273,198 		0
0 		0
630 		0
-6,574 		0
18,489 		0
285,743 		0
0
(2)DOROTHY BENYASCHIEF FINANCIAL OFFICER (i)
(ii)		 0
190,965 		0
0 		0
906 		0
-4,596 		0
23,708 		0
210,983 		0
0
(3)ANDREW ECHTCHIEF FINANCIAL RESOURCE DEVELOPMENT (i)
(ii)		 0
209,790 		0
5,000 		0
426 		0
-5,049 		0
20,510 		0
230,677 		0
0
(4)HOWARD NEISTEINCHIEF ADMINISTRATIVE OFFICER (i)
(ii)		 0
190,965 		0
0 		0
2,599 		0
-4,596 		0
23,850 		0
212,818 		0
0
(5)THEODORE COHENCHIEF MARKETING OFFICER (i)
(ii)		 0
148,451 		0
1,000 		0
437 		0
-3,572 		0
22,105 		0
168,421 		0
0
(6)ROBERT ARONSONSEN. DEV. DIR/FORMER CEO (i)
(ii)		 0
234,858 		0
0 		0
48,332 		0
-6,815 		0
43,955 		0
320,330 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 4B ROBERT ARONSON - $48,332. ROBERT PARTICIPATES IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. UNDER THIS ARRANGEMENT, THE ORGANIZATION MAKES AN ANNUAL CONTRIBUTION TO THE ACCOUNT AND PAYS ANNUAL INTEREST ON THE AVERAGE BALANCE OF THE PRECEDING 12 MONTHS. ROBERT IS REQUIRED TO TAKE A DISTRIBUTION EACH YEAR IN AGREEMENT WITH THE CONTRACT.
Schedule J (Form 990) 2013

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.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UNITED JEWISH FOUNDATION
 
Employer identification number
38-1360585
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 MICHIGAN STRATEGIC FUND
  		52-1417332   08-10-2007 2,146,887 SEE PART V   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . .        
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 2,146,887      
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . .        
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 2,146,887      
11 Other spent proceeds . . . . . . . . . . . . . .        
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . .
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X            
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X            
16 Has the final allocation of proceeds been made? . . . . . . . . X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . 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            
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X            
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
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            
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            
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        
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        
6 Total of lines 4 and 5 . . . . . . . . . . . . .        
7 Does the bond issue meet the private security or payment test? . . . . .   X            
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X            
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 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            
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X            
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X            
b Exception to rebate? . . . . . . . . X              
c No rebate due? . . . . . . . .   X            
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X            
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X            
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X            
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X            
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
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?   X            
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K, PART 1, LINE A, COLUMN F TO FINANCE THE ACQUISITION AND INSTALLATION OF VARIOUS ENERGY SAVING IMPROVEMENTS INCLUDING HEATING, VENTILATION AND AIR CONDITIONING SYSTEMS, TEMPERATURE CONTROL SYSTEMS, BUILDING ENVELOPE AND INSULATION SYSTEMS, LIGHTING SYSTEMS AND VARIOUS PLUMBING DEVICES TO BE LOCATED AT THE JEWISH COMMUNITY CENTER JPM FACILITY IN THE CITY OF OAK PARK.
Schedule K (Form 990) 2013

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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UNITED JEWISH FOUNDATION
 
Employer identification number

38-1360585
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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)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 assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
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) ETKIN EQUITIES
  		DOUGLAS ETKIN, BOARD MEMBER, IS THE OWNER OF ETKIN EQUITIES 131,943 ETKIN EQUITIES IS THE PROPERTY MANAGER OF THE APPLEBAUM CAMPUS   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2013

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 organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UNITED JEWISH FOUNDATION
 
Employer identification number

38-1360585
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 225 44,844,239 FAIR MARKET VALUE
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 ( LEASEHOLD IMP ) X 3 878,309 FAIR MARKET 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 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. 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.
Return Reference Explanation
Schedule M (Form 990) (2013)
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.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UNITED JEWISH FOUNDATION
 
Employer identification number

38-1360585
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS HAVE FAMILY RELATIONSHIPS: PETER ALTER AND DOUG ETKIN EUGENE APPLEBAUM AND PAMELA APPLEBAUM MINDI FYNKE AND MATT LESTER FLORINE MARK AND LISA LIS STEVEN WEISBERG AND STEVEN SCHLAFER THE FOLLOWING BOARD MEMBERS HAVE BUSINESS RELATIONSHIPS: EUGENE APPLEBAUM AND PAMELA APPLEBAUM LEE HURWITZ AND TODD SACHSE ROBERT SLATKIN AND MICHAEL MADDIN ROBERT SLATKIN AND MARK HAUSER ROBERT SLATKIN AND ALAN KAUFMAN MARK HAUSER AND MICHAEL MADDIN
FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED MANAGEMENT DUTIES TO THE JEWISH FEDERATION OF METROPOLITAN DETROIT.
FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE HAS THE AUTHORITY TO APPROVE THE FORM 990 ON BEHALF OF THE BOARD OF DIRECTORS. THE FORM 990 IS REVIEWED INTERNALLY BY THE FINANCE DIRECTOR AND CHIEF FINANCIAL OFFICER. THE PUBLIC DISCLOSURE COPY IS THEN REVIEWED AND APPROVED BY THE AUDIT COMMITTEE. FOLLOWING AUDIT COMMITTEE APPROVAL, THE FORM 990 IS FILED. THE BOARD OF UNITED JEWISH FOUNDATION RECEIVE THE PUBLIC DISCLOSURE COPY OF THE FORM 990 AFTER IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, BOARD MEMBERS OF UNITED JEWISH FOUNDATION DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS OF INTEREST. THIS DOCUMENTATION IS MAINTAINED ON FILE. AT THE TIME OF VOTING ON GRANT APPROVALS, BOARD MEMBERS ARE ASKED TO CITE CONFLICTS OF INTEREST, IF ANY EXIST, AND ABSTAIN FROM INDIVIDUAL VOTES. THIS PROCESS IS REPORTED IN THE BOARD MEETING MINUTES.
FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE DETERMINES COMPENSATION BASED ON ESTABLISHED GOALS AND OBJECTIVES. THE COMMITTEE WILL ALSO CONSIDER COMPARABLE SALARY DATA FROM OTHER JEWISH FEDERATIONS OR NON-PROFIT ORGANIZATIONS. THIS PROCESS IS DONE ANNUALLY FOR THE CEO, CFO, CHIEF FINANCIAL RESOURCE DEVELOPMENT OFFICER AND THE CHIEF ADMINISTRATIVE OFFICER AND LAST OCCURRED IN MAY 2014. THE ANALYSIS AND CONCLUSIONS ARE DOCUMENTED IN THE COMMITTEE MEETING MINUTES.
FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9: ALLOCATION OF JFMD FUNDRAISING & ADMINISTRATIVE EXPENSES TO UJF 2,178,047. INTERORGANIZATION APPROPRIATIONS 2,977,567. NET INTERFUND TRANSFERS NOT INCLUDED ON RETURN -3,246,785. RECOVERIES OF PRIOR YEAR GRANTS 224,684.
FORM 990, PART XII, LINE 2C: UNITED JEWISH FOUNDATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTING FIRM. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UNITED JEWISH FOUNDATION
 
Employer identification number

38-1360585
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) 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 entity?
Yes No
(1) JEWISH FEDERATION OF METROPOLITAN DETROIT

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-1359214 		SUPPORTS JEWISH COMMUNITY MI 501(C)(3) 7 N/A
 
No
(2) THE JEWISH FUND

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-3323875 		SUPPORTS JEWISH HEALTH CARE IN THE METRO DETROIT AREA MI 501(C)(3) 11, TYPE II JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(3) APPLEBAUM FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2870708 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(4) MADELEINE H AND MANDELL L BERMAN FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2582289 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(5) BELLE & ISIDOR EISENBERG FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
30-0232172 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(6) MAX M AND MARJORIE S FISHER SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2490338 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(7) PHILLIP W FISHER SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2550053 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(8) STANLEY & JUDITH FRANKEL SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2582297 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(9) SAMUEL FRANKEL AND JEAN FRANKEL SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2582299 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(10) GERSHENSON FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-3423715 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(11) IRWIN AND BETHEA GREEN SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2490337 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(12) RITA C & JOHN HADDOW FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2824409 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(13) JOHN & ROSE HERMAN SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-3216504 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(14) HERMELIN FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2574834 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(15) NANCY L AND JOSEPH M JACOBSON FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
30-0232149 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(16) MAXWELL AND MARJORIE JOSPEY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
30-0232176 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(17) JUDAIC STUDIES SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2805017 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(18) KATZMAN FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
30-0021246 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(19) HERBERT W KAUFMAN FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-3212494 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(20) DOUG & KAISA LEVINE FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-3548910 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(21) NORMA JEAN AND EDWARD M MEER SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-3423714 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(22) NORMAN A & SUSAN L PAPPAS FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2582300 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(23) PROFESSIONAL LEADERS PROJECT SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
20-1431220 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(24) PRENTIS FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2805115 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(25) JACK A & AVIVA ROBINSON FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2993215 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(26) ROSE FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
30-0021241 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(27) IRVING A RUBIN FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-3316506 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(28) SHELDON SANDWEISS FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-3548909 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(29) SCHOSTAK FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-3212496 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(30) MERTON J & BEVERLY SEGAL SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2993223 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(31) SHAEVSKY FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-3423716 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(32) JOEL H & LORRAINE SHAPIRO FAMILY FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2870707 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(33) JANE F AND D LAWRENCE SHERMAN FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
30-0232175 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(34) THE SHIFFMAN FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2824407 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(35) TAUBER FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2581585 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(36) ARLENE & STEVEN I VICTOR SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-3548911 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(37) STANLEY & MARGARET WINKELMAN SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-6064584 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(38) WOODRUN FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-3316513 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(39) WILLIAM A & SHIRLEY P YOLLES SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2993219 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(40) ZLOTOFF FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-3316509 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(41) ZUCKERMAN FAMILY SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
30-0021251 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(42) THE SUPPORTING OPPORTUNITY

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
30-0232178 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(43) COVILLE-TRIEST FAMILY FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2548695 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(44) DAVID AND MARION HANDLEMAN SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
30-0232151 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(45) HUGHES L & SHELIA M POTIKER SUPPORT FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-2805116 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(46) RUBIN SHAYE FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-6091304 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(47) LEON & JOSEPHINE WINKELMAN FOUNDATION

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
38-6057189 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(48) GERALD ORAM FAMILY

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
61-1562412 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(49) FEDERATION SUPPORT FOUNDATION 40

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
61-1562407 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(50) FEDERATION SUPPORT FOUNDATION 41

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
61-1562406 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(51) FEDERATION SUPPORT FOUNDATION 42

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
30-0482325 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
(52) FEDERATION SUPPORT FOUNDATION 43

6735 TELEGRAPH ROAD

BLOOMFIELD HILLS,MI48301
30-0482324 		PROVIDES GRANTS TO OTHER ORGANIZATIONS MI 501(C)(3) 11, TYPE I JEWISH FEDERATION OF METROPOLITAN DETROIT
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



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

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) BEATRICE KATZ CHARITABLE REMAINDER TRUST #9

6735 TELEGRAPH PO BOX 2030
BLOOMFIELD HILLS,MI48303
26-6823191 		CHARITABLE REMAINDER TRUST MI N/A
 T   25,993 88.000 %   No
(2) ALBERT DUBIN CHARITABLE ANNUITY TRUST UA 081794

4665 BOCAIRE BLVD
BOCA RATON,FL33487
38-3193200 		CHARITABLE REMAINDER TRUST FL N/A
 T   864,936 57.200 %   No










Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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 or (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 Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
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 related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
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) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


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