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 07-01-2013 , 2013, and ending 06-30-2014
BCheck if applicable:
CName of organization
Jewish FEDERATION OF GREATER METROWEST NJ
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
901 Route 10
Suite
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Whippany, NJ079811156
D Employer identification number

22-1487222
E Telephone number

G Gross receipts $ 32,111,381
F Name and address of principal officer:
MAX KLEINMAN
901 ROUTE 10
WHIPPANY,NJ07981
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.JFEDGMW.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: 1924
M State of legal domicile: NJ
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Federation cares for people in need, builds jewish life, and saves the world, one person at a time, everyday.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 224
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 223
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 178
6 Total number of volunteers (estimate if necessary) ............. 6 705
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 28,671,699 23,874,503
9 Program service revenue (Part VIII, line 2g) ......... 2,040,942 1,060,983
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,112,756 3,823,750
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,480,292 1,390,716
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 35,305,689 30,149,952
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 15,912,183 25,739,001
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) 6,840,826 5,987,554
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 51,055
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,966,766    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 5,267,513 5,856,725
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 28,020,522 37,634,335
19 Revenue less expenses. Subtract line 18 from line 12....... 7,285,167 -7,484,383
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 71,758,772 78,921,920
21 Total liabilities (Part X, line 26)............. 9,486,568 20,839,092
22 Net assets or fund balances. Subtract line 21 from line 20..... 62,272,204 58,082,828
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: SEE SCHEDULE O
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 $ 26,131,003 including grants of $ 20,121,322 ) (Revenue $ 1,270,161 )
ALLOCATIONS TO JEWISH COMMUNITY AGENCIES LOCALLY. FUNDING IS DIRECTED TO 501(C)(3) ORGANIZATIONS LOCATED OR PROVIDING SERVICES IN NEW JERSEY (PARTICULARLY ESSEX, MORRIS, SUSSEX, UNION AND PARTS OF SOMERSET COUNTIES) TO MEET THE HUMAN SERVICE NEEDS OF INDIVIDUALS WITH EMPHASIS ON JEWISH INDIVIDUALS, STRENGTHEN JEWISH COMMUNAL LIFE THROUGH EDUCATIONAL AND CULTURAL EVENTS, AND TO CREATE STRONG BONDS BETWEEN JEWS IN THE LOCAL COMMUNITY AND THOSE IN JEWISH COMMUNITIES AROUND THE WORLD. SPECIFIC SERVICES SUPPORTED INCLUDE: JEWISH EDUCATION, SENIOR SERVICES, VOCATIONAL SERVICES, MENTAL HEALTH COUNSELING FOR ALL AGES, SERVICES FOR ALL INDIVIDUALS WITH SPECIAL NEEDS AND THEIR FAMILIES, AND SOCIAL AND RECREATIONAL PROGRAMMING. THEIR FAMILIES, AND SOCIAL AND RECREATIONAL PROGRAMMING.
4b (Code:   ) (Expenses $ 5,617,679 including grants of $ 5,617,679 ) (Revenue $   )
ALLOCATIONS TO SERVE JEWISH COMMUNITIES OVERSEAS. FUNDING IS DIRECTED TO A VARIETY OF NONPROFITS (NGOS) EITHER LOCATED OR OPERATING ABROAD-FACILITATED PRIMARILY THROUGH JEWISH FEDERATIONS OF NORTH AMERICA, AN AMERICAN 501(C)(3)-TO MEET HUMAN SERVICE NEEDS OF JEWS IN COUNTRIES THROUGHOUT THE WORLD, STRENGTHEN JEWISH COMMUNAL LIFE THROUGH EDUCATION AND CULTURE, PROVIDE FOR THE SAFETY OR RESCUE OF JEWS IN HOSTILE LOCATIONS OR SITUATIONS, AND CREATE STRONG CULTURAL BONDS BETWEEN JEWS ABROAD AND IN THE LOCAL COMMUNITY IN NEW JERSEY. JEWISH COMMUNITIES IN ISRAEL AND IN THE COUNTRIES OF THE FORMER SOVIET UNION RECEIVE PARTICULAR FOCUS.
4c (Code:   ) (Expenses $ 563,747 including grants of $   ) (Revenue $ 211,733 )
DIRECT PROGRAM SERVICES THE ORGANIZATION DIRECTLY DELIVERS A VARIETY OF SERVICES TO THE COMMUNITY, INCLUDING: JEWISH EDUCATIONAL AND CULTURAL PROGRAMMING-WITH PARTICULAR EMPHASES ON STRENGTHENING CONNECTIONS WITH THE JEWISH COMMUNITY IN ISRAEL, IMPARTING THE LESSONS OF THE HOLOCAUST, AND DEVELOPING LEADERSHIP IN THE COMMUNITY-AS WELL AS PUBLIC ADVOCACY ON ISSUES OF RELEVANCE TO THE JEWISH COMMUNITY. THE ORGANIZATION ALSO PLANS FOR COMMUNITY NEEDS AND COORDINATES THE SERVICES OF OTHER LOCAL NONPROFITS TO MOST EFFECTIVELY ADDRESS THEM.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet32,312,429
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
 
No
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
Yes
 
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
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, 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
Yes
 
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).... Click to see attachment
17
Yes
 
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............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
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........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
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....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule 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
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
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
76
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
178
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
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
 
 
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
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible 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
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. 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
 
 
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
224
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
223
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
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
NJ
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:
MediumBulletLARA GOOTBLATT901 ROUTE 9WHIPPANYNJ07981 (973) 929-3000
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) Lori Klinghoffer........................................................................
President
 1.0
.......................   		X   X            
(2) Leslie Dannin Rosenthal........................................................................
Vice President
 1.0
.......................   		X   X            
(3) Anna Fisch........................................................................
Vice President
 1.0
.......................   		X   X            
(4) Renee Golush........................................................................
Vice President
 1.0
.......................   		X   X            
(5) Kenneth Heyman........................................................................
Past President
 1.0
.......................   		X                
(6) Nancy Eskow........................................................................
Trustee
 1.0
.......................   		X                
(7) Lisa Lisser........................................................................
Vice President
 1.0
.......................   		X   X            
(8) Marcy Lazar........................................................................
Vice President
 1.0
.......................   		X   X            
(9) Maxine Murnick........................................................................
Vice President
 1.0
.......................   		X   X            
(10) Samuel Pepper........................................................................
Treasurer
 1.0
.......................   		X   X            
(11) Donald Rosenthal........................................................................
Vice President
 1.0
.......................   		X   X            
(12) Paula Saginaw........................................................................
Vice President
 1.0
.......................   		X   X            
(13) Sylvia Seltzer........................................................................
Trustee
 1.0
.......................   		X                
(14) Michael Simon........................................................................
Vice President
 1.0
.......................   		X   X            
(15) Andrew Stamelman........................................................................
Vice President
 1.0
.......................   		X   X            
(16) Gary Wingens........................................................................
Vice President
 1.0
.......................   		X   X            
(17) Scott Krieger........................................................................
Vice President
 1.0
.......................   		X   X            
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) Peter Langerman........................................................................
Assist Treasurer
 1.0
.......................   		X   X            
(19) Lynne Harrison........................................................................
Secretary
 1.0
.......................   		X   X            
(20) Max Kleinman........................................................................
Exec VP/Assist Secretary
 32.0
.......................8.0 		X   X       351,798 0 122,880
(21) Gary Aidekman........................................................................
Past President
 1.0
.......................   		X                
(22) Leon Baukh........................................................................
Trustee
 1.0
.......................   		X                
(23) Louis Beckerman........................................................................
Trustee
 1.0
.......................   		X                
(24) Julia Benz........................................................................
Trustee
 1.0
.......................   		X                
(25) Mark Bernstein........................................................................
Trustee
 1.0
.......................   		X                
(26) Shari Bernstein........................................................................
Trustee
 1.0
.......................   		X                
(27) Phyllis Bernstein........................................................................
Trustee
 1.0
.......................   		X                
(28) Robert Kuchner........................................................................
Past President
 1.0
.......................   		X                
(29) Andrea Bier........................................................................
Trustee
 1.0
.......................   		X                
(30) Robyn Bier........................................................................
Trustee
 1.0
.......................   		X                
(31) Roger Black........................................................................
Trustee
 1.0
.......................   		X                
(32) Mark Bloomberg........................................................................
Trustee
 1.0
.......................   		X                
(33) David Boyko........................................................................
Trustee
 1.0
.......................   		X                
(34) Jo Ann Boyko........................................................................
Trustee
 1.0
.......................   		X                
(35) Jeffrey Braemer........................................................................
Trustee
 1.0
.......................   		X                
(36) Debby Brafman........................................................................
Trustee
 1.0
.......................   		X                
(37) Pamela Baskin........................................................................
Trustee
 1.0
.......................   		X                
(38) Michelle Berger........................................................................
Trustee
 1.0
.......................   		X                
(39) Shari Brandt........................................................................
Trustee
 1.0
.......................   		X                
(40) David Cahn........................................................................
Trustee
 1.0
.......................   		X                
(41) Gerald Cantor........................................................................
Past President
 1.0
.......................   		X                
(42) Jonathan Caplan........................................................................
Trustee
 1.0
.......................   		X                
(43) Jody Caplan........................................................................
Trustee
 1.0
.......................   		X                
(44) Jeffrey Cohen........................................................................
Trustee
 1.0
.......................   		X                
(45) Joni Cohen........................................................................
Trustee
 1.0
.......................   		X                
(46) Laura Cohen........................................................................
Trustee
 1.0
.......................   		X                
(47) Sylvia Cohn........................................................................
Trustee
 1.0
.......................   		X                
(48) Toby Cooperman........................................................................
Trustee
 1.0
.......................   		X                
(49) Jim Daniels........................................................................
Trustee
 1.0
.......................   		X                
(50) Donna Davidson........................................................................
Trustee
 1.0
.......................   		X                
(51) Michael Davis........................................................................
Trustee
 1.0
.......................   		X                
(52) Stacey Davis........................................................................
Trustee
 1.0
.......................   		X                
(53) Elyse Deutsch........................................................................
Trustee
 1.0
.......................   		X                
(54) Sarit Catz........................................................................
Trustee
 1.0
.......................   		X                
(55) David Dranikoff........................................................................
Trustee
 1.0
.......................   		X                
(56) Sue marsh........................................................................
trustee
 1.0
.......................   		X                
(57) Mariela Dybner........................................................................
Trustee
 1.0
.......................   		X                
(58) Menashe East........................................................................
Trustee
 1.0
.......................   		X                
(59) Michael Elchoness........................................................................
Trustee
 1.0
.......................   		X                
(60) Paula Gottesman........................................................................
Trustee
 1.0
.......................   		X                
(61) Andrew Epstein........................................................................
Trustee
 1.0
.......................   		X                
(62) David Feuerstein........................................................................
Trustee
 1.0
.......................   		X                
(63) Erwin Fisch........................................................................
Trustee
 1.0
.......................   		X                
(64) Gerald Flanzbaum........................................................................
Past President
 1.0
.......................   		X                
(65) Marilyn Flanzbaum........................................................................
Past President
 1.0
.......................   		X                
(66) Thelma Florin........................................................................
Trustee
 1.0
.......................   		X                
(67) Martin Fox........................................................................
Past President
 1.0
.......................   		X                
(68) Stacie Friedman........................................................................
Trustee
 1.0
.......................   		X                
(69) Terri Friedman........................................................................
Trustee
 1.0
.......................   		X                
(70) Amy Gallatin........................................................................
Trustee
 1.0
.......................   		X                
(71) Amy Ganz Sadeghi........................................................................
Trustee
 1.0
.......................   		X                
(72) Cynthia Geller........................................................................
Trustee
 1.0
.......................   		X                
(73) Matthew Gewirtz........................................................................
Trustee
 1.0
.......................   		X                
(74) Mark Ginsberg........................................................................
Trustee
 1.0
.......................   		X                
(75) Mark Glajchen........................................................................
Trustee
 1.0
.......................   		X                
(76) Rebecca Gold........................................................................
Vice President
 1.0
.......................   		X   X            
(77) Glen Goldberger........................................................................
Trustee
 1.0
.......................   		X                
(78) Mindy Goldberger........................................................................
Trustee
 1.0
.......................   		X                
(79) Toby Goldberger........................................................................
Trustee
 1.0
.......................   		X                
(80) Ellen Goldner........................................................................
Past President
 1.0
.......................   		X                
(81) Joyce Goldstein........................................................................
Trustee
 1.0
.......................   		X                
(82) Neil Goldstein........................................................................
Trustee
 1.0
.......................   		X                
(83) Marcia Gonsalves........................................................................
Trustee
 1.0
.......................   		X                
(84) Lawrence Gotfried........................................................................
Trustee
 1.0
.......................   		X                
(85) Michael Gottlieb........................................................................
Trustee
 1.0
.......................   		X                
(86) James Gurland........................................................................
Trustee
 1.0
.......................   		X                
(87) Gordon Haas........................................................................
Trustee
 1.0
.......................   		X                
(88) Yanina Haas........................................................................
Trustee
 1.0
.......................   		X                
(89) David Halpern........................................................................
assistant secretary
 1.0
.......................   		X   X            
(90) Murray Halpern........................................................................
Trustee
 1.0
.......................   		X                
(91) Stephanie Harris Morgan........................................................................
Trustee
 1.0
.......................   		X                
(92) Eric Harvitt........................................................................
Vice President
 1.0
.......................   		X   X            
(93) Mimi Heyman........................................................................
Trustee
 1.0
.......................   		X                
(94) Elaine Hochheiser........................................................................
Trustee
 1.0
.......................   		X                
(95) Sanford Hollander........................................................................
Past President
 1.0
.......................   		X                
(96) David Hyman........................................................................
Trustee
 1.0
.......................   		X                
(97) Lisa Israel........................................................................
Trustee
 1.0
.......................   		X                
(98) Ronald Israel........................................................................
Trustee
 1.0
.......................   		X                
(99) Mindy Kahn........................................................................
Trustee
 1.0
.......................   		X                
(100) Merle Kalishman........................................................................
Trustee
 1.0
.......................   		X                
(101) Ronald Kaplan........................................................................
Trustee
 1.0
.......................   		X                
(102) Rita Karmiol........................................................................
Trustee
 1.0
.......................   		X                
(103) Meredith Kellman........................................................................
Trustee
 1.0
.......................   		X                
(104) Stephen Kepniss........................................................................
Trustee
 1.0
.......................   		X                
(105) Howard Kiesel........................................................................
Trustee
 1.0
.......................   		X                
(106) Adam Kimowitz........................................................................
Trustee
 1.0
.......................   		X                
(107) Jeri Kimowitz........................................................................
Trustee
 1.0
.......................   		X                
(108) Dennis Klein........................................................................
Trustee
 1.0
.......................   		X                
(109) Steven Klinghoffer........................................................................
Past President
 1.0
.......................   		X                
(110) Howard Koransky........................................................................
Trustee
 1.0
.......................   		X                
(111) Clara Kramer........................................................................
Trustee
 1.0
.......................   		X                
(112) Jan Kulick........................................................................
Trustee
 1.0
.......................   		X                
(113) Lisa Gutkin........................................................................
Trustee
 1.0
.......................   		X                
(114) Glenn Langberg........................................................................
Trustee
 1.0
.......................   		X                
(115) Murray Laulicht........................................................................
Past President
 1.0
.......................   		X                
(116) Lois Lautenberg........................................................................
Trustee
 1.0
.......................   		X                
(117) Adele Lebersfeld........................................................................
Trustee
 1.0
.......................   		X                
(118) ELLIOT MATHIAS........................................................................
Trustee
 1.0
.......................   		X                
(119) Edward Leibowitz........................................................................
Trustee
 1.0
.......................   		X                
(120) Mindy Leibowitz........................................................................
Trustee
 1.0
.......................   		X                
(121) David Lentz........................................................................
Trustee
 1.0
.......................   		X                
(122) Lawrence Lerner........................................................................
Trustee
 1.0
.......................   		X                
(123) Jacqueline Levine........................................................................
Trustee
 1.0
.......................   		X                
(124) Joan Levinson........................................................................
Trustee
 1.0
.......................   		X                
(125) Mara Levy........................................................................
Trustee
 1.0
.......................   		X                
(126) Steven Levy........................................................................
Vice President
 1.0
.......................   		X   X            
(127) David Lewinter........................................................................
Trustee
 1.0
.......................   		X                
(128) Geralyn Lichtenstein........................................................................
Trustee
 1.0
.......................   		X                
(129) Marit Halper........................................................................
Trustee
 1.0
.......................   		X                
(130) Julie Lipsett-Singer........................................................................
Past President
 1.0
.......................   		X                
(131) Jonathan Liss........................................................................
Trustee
 1.0
.......................   		X                
(132) Philip Litwinoff........................................................................
Trustee
 1.0
.......................   		X                
(133) Mark Mallach........................................................................
Trustee
 1.0
.......................   		X                
(134) Kenneth Mandelbaum........................................................................
Trustee
 1.0
.......................   		X                
(135) Jean Mandell........................................................................
Trustee
 1.0
.......................   		X                
(136) Jonathan Mann........................................................................
Trustee
 1.0
.......................   		X                
(137) Joshua Hess........................................................................
Trustee
 1.0
.......................   		X                
(138) Brian Margulies........................................................................
Trustee
 1.0
.......................   		X                
(139) Judith May........................................................................
Past President
 1.0
.......................   		X                
(140) Gilbert Mayor........................................................................
Trustee
 1.0
.......................   		X                
(141) Jay Murnick........................................................................
Trustee
 1.0
.......................   		X                
(142) Conrad Nadell........................................................................
Trustee
 1.0
.......................   		X                
(143) Erica Needle........................................................................
Trustee
 1.0
.......................   		X                
(144) Ariel Nelson........................................................................
Trustee
 1.0
.......................   		X                
(145) David Nesson........................................................................
Trustee
 1.0
.......................   		X                
(146) Leonard Neuringer........................................................................
Trustee
 1.0
.......................   		X                
(147) Scott Newman........................................................................
Trustee
 1.0
.......................   		X                
(148) Steve Newmark........................................................................
Trustee
 1.0
.......................   		X                
(149) Susanne Newmark........................................................................
Trustee
 1.0
.......................   		X                
(150) Kurt Olender........................................................................
Trustee
 1.0
.......................   		X                
(151) Sam Oolie........................................................................
Past President
 1.0
.......................   		X                
(152) RoAnna Pascher........................................................................
Trustee
 1.0
.......................   		X                
(153) Allan Kirshenbaum........................................................................
Trustee
 1.0
.......................   		X                
(154) Richard Perl........................................................................
Trustee
 1.0
.......................   		X                
(155) Benjamin Perlmutter........................................................................
Trustee
 1.0
.......................   		X                
(156) Cynthia Plishtin........................................................................
assistant secretary
 1.0
.......................   		X   X            
(157) Wendie Ploscowe........................................................................
Trustee
 1.0
.......................   		X                
(158) Peter Pogany........................................................................
Trustee
 1.0
.......................   		X                
(159) Leonard Posnock........................................................................
Past President
 1.0
.......................   		X                
(160) Alia Ramer........................................................................
Trustee
 1.0
.......................   		X                
(161) Jamie Ramsfelder........................................................................
Trustee
 1.0
.......................   		X                
(162) Jonathan Ramsfelder........................................................................
Trustee
 1.0
.......................   		X                
(163) Robert Rediker........................................................................
Trustee
 1.0
.......................   		X                
(164) Larry Rein........................................................................
Trustee
 1.0
.......................   		X                
(165) B J Reisberg........................................................................
Trustee
 1.0
.......................   		X                
(166) Ronald Rickles........................................................................
Trustee
 1.0
.......................   		X                
(167) Sharon Rockman........................................................................
Trustee
 1.0
.......................   		X                
(168) Barbara Rood........................................................................
Trustee
 1.0
.......................   		X                
(169) Irwin Roseman........................................................................
Past President
 1.0
.......................   		X                
(170) Kenneth A Rosen........................................................................
Trustee
 1.0
.......................   		X                
(171) Wendy Rosenberg........................................................................
Trustee
 1.0
.......................   		X                
(172) Joanie Schwarz........................................................................
Trustee
 1.0
.......................   		X                
(173) Harriet Rosenthal........................................................................
Trustee
 1.0
.......................   		X                
(174) Robert Rothberg........................................................................
Trustee
 1.0
.......................   		X                
(175) Gregg Rothstein........................................................................
Trustee
 1.0
.......................   		X                
(176) Randee Rubenstein........................................................................
Trustee
 1.0
.......................   		X                
(177) Eleanor Rubin........................................................................
Past President
 1.0
.......................   		X                
(178) Gregg Russo........................................................................
Trustee
 1.0
.......................   		X                
(179) Robin Sabony........................................................................
Trustee
 1.0
.......................   		X                
(180) Allen Safrin........................................................................
Trustee
 1.0
.......................   		X                
(181) David Saginaw........................................................................
Trustee
 1.0
.......................   		X                
(182) Norman Samuels........................................................................
Trustee
 1.0
.......................   		X                
(183) David Leit........................................................................
Trustee
 1.0
.......................   		X                
(184) Michael Schechner........................................................................
Trustee
 1.0
.......................   		X                
(185) Zev Scherl........................................................................
Trustee
 1.0
.......................   		X                
(186) Bart Schneiderman........................................................................
Trustee
 1.0
.......................   		X                
(187) Harriet Schneiderman........................................................................
Trustee
 1.0
.......................   		X                
(188) Mark Levenson........................................................................
Trustee
 1.0
.......................   		X                
(189) Maxine Schwartz........................................................................
Vice president
 1.0
.......................   		X   X            
(190) Robert Schwartz........................................................................
Trustee
 1.0
.......................   		X                
(191) James Schwarz........................................................................
Past President
 1.0
.......................   		X                
(192) Pat Sebold........................................................................
Trustee
 1.0
.......................   		X                
(193) Randi Sellinger........................................................................
Trustee
 1.0
.......................   		X                
(194) James Shrager........................................................................
Past President
 1.0
.......................   		X                
(195) Ron Silbermann........................................................................
Trustee
 1.0
.......................   		X                
(196) David Slater........................................................................
Trustee
 1.0
.......................   		X                
(197) Amy Small........................................................................
Trustee
 1.0
.......................   		X                
(198) Ira Smelkinson........................................................................
Trustee
 1.0
.......................   		X                
(199) David Sorkin........................................................................
Trustee
 1.0
.......................   		X                
(200) Arthur Stark........................................................................
Trustee
 1.0
.......................   		X                
(201) Ira Steinberg........................................................................
Trustee
 1.0
.......................   		X                
(202) Ralph Stern........................................................................
Past President
 1.0
.......................   		X                
(203) Stanley Strauss........................................................................
Past President
 1.0
.......................   		X                
(204) Robin Sysler........................................................................
Trustee
 1.0
.......................   		X                
(205) Cathy Tabak........................................................................
Trustee
 1.0
.......................   		X                
(206) Howard Tepper........................................................................
Trustee
 1.0
.......................   		X                
(207) Jon Ulanet........................................................................
Trustee
 1.0
.......................   		X                
(208) Lynda Wachsteter........................................................................
Trustee
 1.0
.......................   		X                
(209) Rita Waldor........................................................................
Trustee
 1.0
.......................   		X                
(210) KEN ROTTER........................................................................
Trustee
 1.0
.......................   		X                
(211) Janice Weinberg........................................................................
Trustee
 1.0
.......................   		X                
(212) Norman Weinberg........................................................................
Vice president
 1.0
.......................   		X   X            
(213) Sidney Weinstein........................................................................
Past President
 1.0
.......................   		X                
(214) Jane Wilf........................................................................
Trustee
 1.0
.......................   		X                
(215) Mark Wilf........................................................................
Past President
 1.0
.......................   		X                
(216) Joseph Wilf........................................................................
Past President
 1.0
.......................   		X                
(217) Zygmunt Wilf........................................................................
Past President
 1.0
.......................   		X                
(218) Karen Willsky........................................................................
Trustee
 1.0
.......................   		X                
(219) Adina Ziegler........................................................................
Trustee
 1.0
.......................   		X                
(220) Eliezer Zwickler........................................................................
Trustee
 1.0
.......................   		X                
(221) STEPHANIE SHERMAN........................................................................
tRUSTEE
 1.0
.......................   		X                
(222) STEVEN SINGFER........................................................................
TRUSTEE
 1.0
.......................   		X                
(223) BENJAMIN VEIT........................................................................
TRUSTEE
 1.0
.......................   		X                
(224) RICHARD ZUCKER........................................................................
TRUSTEE
 1.0
.......................   		X                
(225) Howard Rabner........................................................................
COO/CFO
 30.0
.......................10.0 		    X       216,965 0 20,119
(226) Stanley Stone........................................................................
Executive Director
 32.0
.......................8.0 		    X       243,114 0 30,700
(227) Jeffrey Korbman........................................................................
Assistant Executive VP
 40.0
.......................   		      X     170,349 0 18,906
(228) Shelley Labiner........................................................................
Chief Marketing
 40.0
.......................0.0 		        X   148,326   425
(229) Michael Katz........................................................................
Director Donor & Corp Dev
 40.0
.......................0.0 		        X   148,736 0 15,389
(230) sarabeth Wizen........................................................................
Director Womens Philanthropy
 40.0
.......................0.0 		        X   122,267 0 4,264
(231) Hilaria Fiesta Gootblatt........................................................................
Corporate Controller
 38.0
.......................2.0 		        X   127,272 0 372
(232) Joshua Rednik........................................................................
JCF ED (TERM 12/13)
 0.0
.......................40.0 		        X   194,830 0 483
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,723,657 0 213,538
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet12
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
ONLINE COMPUTERS AND COMMUNICATION, PO BOX 428FLORHAM PARKNJ07932 it consultant 381,256
BRIGHTON AIR CORP, 21 Springfield AvenueSPRINGFIELDNJ07081 HVAC service 508,730
crystal plaza, 305w Northfield rdLIVINGSTONNJ07039 event catering 116,691
cbmc capital building, 5018 college avenueCOLLEGE PARKMD20740 janitorial service 113,856
Hay Group, PO BOX 828352PHILADELPHIAPA19182 pension consulting 113,343
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet6
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e 76,300
f All other contributions, gifts, grants, and
similar amounts not included above1f 		23,798,203
g Noncash contributions included in lines
1a-1f:$ 		2,007,628
h Total. Add lines 1a-1f.......MediumBullet 23,874,503
Program Service RevenueAmt Business Code
2a EDUCATIONAL PROGRAMS 611600 1,060,983 1,060,983    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 1,060,983
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 658,511     658,511
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 2,819,239  
b Less: rental expenses 1,542,176  
c Rental income or (loss) 1,277,063 0
d Net rental income or (loss).......MediumBullet 1,277,063     1,277,063
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 3,165,239  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 3,165,239  
d Net gain or (loss)..........MediumBullet 3,165,239     3,165,239
8a Gross income from fundraising events (not including
$ 393,845
of contributions reported on line 1c). See Part IV, line 18 ..
a 111,995
b Less: direct expenses ...b 419,253
c Net income or (loss) from fundraising events..MediumBullet -307,258   -307,258
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a MISCELLANEOUS 561000 388,711 388,711    
b PRODUCTION INCOME 900099 32,200 32,200    
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 420,911
12 Total revenue. See Instructions......MediumBullet 30,149,952 1,481,894   4,793,555
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 20,121,322 20,121,322
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 5,617,679 5,617,679
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 954,479 161,801 331,684 460,994
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 4,067,003 2,230,699 707,014 1,129,290
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 207,671 101,689 41,459 64,523
9 Other employee benefits ....... 412,421 268,284 46,120 98,017
10 Payroll taxes ........... 345,980 169,413 69,071 107,496
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 7,520 4,991 1,101 1,428
c Accounting ........... 60,350 40,052 8,836 11,462
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 51,055 51,055
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 433,469 322,535 71,161 39,773
12 Advertising and promotion .... 781,794 719,355 62,439  
13 Office expenses ....... 1,640,115 897,587 515,466 227,062
14 Information technology ...... 856,847 568,650 125,459 162,738
15 Royalties .. 0      
16 Occupancy ........... 754,115 420,572 156,878 176,665
17 Travel ............ 215,538 142,663 51,108 21,767
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 424,153 153,171 130,239 140,743
23 Insurance .............. 60,974 40,354 10,360 10,260
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 DUES AND SUBSCRIPTIONS 135,220 126,390 8,401 429
b MISCELLANEOUS 45,141 21,080 18,344 5,717
c BAD DEBT EXPENSE 441,489 184,142   257,347
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 37,634,335 32,312,429 2,355,140 2,966,766
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 ............. 1,210 1 1,102
2 Savings and temporary cash investments ......... 4,219,629 2 4,015,659
3 Pledges and grants receivable, net ........... 14,727,820 3 14,630,084
4 Accounts receivable, net ............. 0 4 0
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
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
0 6 0
7 Notes and loans receivable, net ............. 2,568,260 7 2,965,985
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges .......... 321,869 9 271,785
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,875,352
b Less: accumulated depreciation ..... 10b 2,486,338 1,748,582 10c 1,389,014
11 Investments—publicly traded securities .......... 0 11 0
12 Investments—other securities. See Part IV, line 11 ..... 43,401,656 12 50,555,577
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 4,769,746 15 5,092,714
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 71,758,772 16 78,921,920
Liabilities 17 Accounts payable and accrued expenses ......... 4,132,938 17 4,323,163
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 138,194 19 71,919
20 Tax-exempt bond liabilities ............. 0 20 11,665,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
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.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 186,340 23 198,910
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 5,029,096 25 4,580,100
26 Total liabilities. Add lines 17 through 25......... 9,486,568 26 20,839,092
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 .............. 32,036,526 27 22,722,554
28 Temporarily restricted net assets ........... 11,933,018 28 16,421,541
29 Permanently restricted net assets ........... 18,302,660 29 18,938,733
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 ........... 62,272,204 33 58,082,828
34 Total liabilities and net assets/fund balances ........ 71,758,772 34 78,921,920
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
30,149,952
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
37,634,335
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-7,484,383
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
62,272,204
5
Net unrealized gains (losses) on investments ...............
5
2,989,472
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
305,535
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
58,082,828
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
Jewish FEDERATION OF GREATER METROWEST NJ
 
Employer identification number

22-1487222
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.") .... 21,818,589 24,636,948 21,044,481 28,671,699 23,874,503 120,046,220
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 21,818,589 24,636,948 21,044,481 28,671,699 23,874,503 120,046,220
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).. 8,476,957
6 Public support. Subtract line 5 from line 4. 111,569,263
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.. 21,818,589 24,636,948 21,044,481 28,671,699 23,874,503 120,046,220
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 4,340,378 3,939,600 4,492,857 4,544,990 3,477,750 20,795,575
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 385,061 181,090 241,040 192,788 420,911 1,420,890
11 Total support (Add lines 7 through 10). 142,262,685
12
12
11,357,976
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
78.425 %
15
15
83.694 %
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
Jewish FEDERATION OF GREATER METROWEST NJ
 
Employer identification number

22-1487222
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
Jewish FEDERATION OF GREATER METROWEST NJ
  		Employer identification number

22-1487222
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
Jewish FEDERATION OF GREATER METROWEST NJ
  		Employer identification number

22-1487222
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
Jewish FEDERATION OF GREATER METROWEST NJ
  		Employer identification number

22-1487222
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
Jewish FEDERATION OF GREATER METROWEST NJ
 
Employer identification number

22-1487222
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 .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
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 .... 26,297,345 18,112,850 17,238,963 11,705,949 10,647,118
b Contributions ........ 1,130,885 7,606,901 1,671,582 3,976,506 984,468
c Net investment earnings, gains, and losses 4,132,896 1,466,547 -185,429 1,872,442 731,545
d Grants or scholarships ..... 683,844 707,410 457,192 200,810 553,302
e Other expenditures for facilities
and programs ........ 		305,775 181,543 155,074 115,364 103,880
f Administrative expenses ....          
g End of year balance ...... 30,571,507 26,297,345 18,112,850 17,238,723 11,705,949
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 Bullet62.000 %
c
Temporarily restricted endowment SchDMd Bullet38.000 %
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)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
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 .................      
b Buildings ................        
c Leasehold improvements ............   1,189,545 643,444 546,102
d Equipment ................   2,622,771 1,795,480 827,290
e Other .................   63,036 47,414 15,622
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 1,389,014
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 608,763 F
(3)Other
(A) MONEY MARKET FUNDS 		1,599,650 F

(B) POOLED INVESTMENTS -AFFILIATE 		5,842,847 F

(C) ISRAEL BONDS 		1,066,850 F

(D) EQUITY POOL - AFFILIATE 		3,272,729 F

(E) HELD BY AFFILIATE 		38,164,738 F




Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 50,555,577
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
(1) DUE FROM AFFILIATES 3,515,281
(2) OTHER RECEIVABLES 1,577,433







Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 5,092,714
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 0
POST RETIREMENT HEALTH BENEFIT 894,594
PENSION PAYABLE 3,540,563
DUE TO BENEFICIARY AGENCIES 43
SECURITY DEPOSITS 144,900





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 4,580,100
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  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
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  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
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  
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  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
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  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
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
SCHEDULE D, PART X, LINE 2 The Federation is exempt from federal income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code and from state and local taxes under comparable laws. Accordingly, no provision for income taxes has been recorded in the consolidated statements of activities and changes in net assets, other than for unrelated business income tax as required. There are no uncertain tax positions at any of the organizations. There are no open years subject to examination prior to June 30, 2010. In addition, there are no income tax related penalties or interest for the periods reported in these consolidated financial statements. to June 30, 2010. In addition, there are no income tax related penalties or interest for the periods reported in these consolidated financial statements.
SCHEDULE D, PART V, LINE 4 Federation has a policy of appropriating for distribution each year 5 percent of its endowment funds average fair value over the prior 13 quarters through the fiscal year-end preceding the fiscal year in which the distribution is planned. In establishing this policy, Federation considered the long-term expected return on its endowment. Accordingly, over the long term, Federation expects the current spending policy to allow its endowment to grow at an average of 4 percent annually. This is consistent with Federations objective to maintain the purchasing power of the endowment assets held in perpetuity or for a specified term as well as to provide additional real growth through new gifts and investment return.
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
Jewish FEDERATION OF GREATER METROWEST NJ
 
Employer identification number

22-1487222
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
Middle East and North Africa     Grantmaking   5,587,679
Russia and the Newly Independent States     Grantmaking   30,000
Middle East and North Africa     Investments   1,066,850
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     6,684,529
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     6,684,529
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)
Russia and the Newly Independent States needy Jewish children in Odessa, Ukraine 20,000 WIRE      
Russia and the Newly Independent States overseas jewish relief 10,000 WIRE      
Middle East and North Africa Grantmaking 5,587,679 wire      
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
3
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, PART I, LINE 1 GRANT FUNDS PAID TO FOREIGN NGOS LOCATED IN ISRAEL ARE MONITORED BY THE ORGANIZATION THROUGH EXPENDITURE AND PROGRAM REPORTING. ANNUAL AUDITS OF THE ORGANIZATIONS are PERFORMED WHICH MUST BE SUBMITTED AND which are REVIEWED ANNUALLY TO ENSURE THAT THE GRANT FUNDS ARE PROPERLY USED FOR APPROVED PROGRAM ACTIVITIES. Jewish federation of greater Metrowest NJ (federation) has included $5,587,679 of grant funding paid to Jewish Federation of North America (JFNA) on Schedule F based on the instructions to Schedule F that require that funds paid to a US organization to be used in foreign locations be shown on schedule F. In regard to the monitoring of these funds, federation reports grants on Schedule I to JFNA, which is a 501(c)(3) domestic U.S. charity. In addition, JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA , and JDC - both 501(c)(3) organizations- each file a separate Form 990 and detailed Schedules F.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (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
Jewish FEDERATION OF GREATER METROWEST NJ
 
Employer identification number

22-1487222
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Target Outreach Inc
700 W Virginia St Suite 700
 
Milwaukee, WI53204 		Telemarket   No 231,008 51,055 179,953
             
             
             
             
             
             
             
             
             
Total .................right arrow 231,008 51,055 179,953
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
FL, NJ
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

Concert
(event type) 		(b) Event #2

LIVE
(event type) 		(c) Other events

14
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 255,505 59,240 191,095 505,840
2 Less: Contributions . . 233,661 43,715 116,469 393,845
3 Gross income (line 1
minus line 2) . . . 		21,844 15,525 74,626 111,995
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . . 25,247 4,000   29,247
7 Food and beverages . 31,071 45,760   76,831
8 Entertainment . . .        
9 Other direct expenses . 16,020 19,649 277,505 313,174
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 419,252
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -307,257
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 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
Jewish FEDERATION OF GREATER METROWEST NJ
 
Employer identification number
22-1487222
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) American Coalition Against A Nuclear Iran Inc
POBox 1028
New York,NY10185 		26-2387657 501(c)(3) 23,000       support for non profit advocacy and education orga
(2) Birthright Israel foundation
PO BOX 1784
New York,NY10156 		13-4092050 501(c)(3) 161,433       young adult Israel education and awareness
(3) Hebrew Academy of Morris County
146 Dover Chester Road
Randolph,NJ07896 		22-1833220 501(c)(3) 127,273       support to local day school
(4) JESPY HOUSE
102 Prospect St
South Orange,NJ07079 		22-2186490 501(c)(3) 22,500       developmentally disabled adults
(5) Jewish Community Center of MetroWest NJ
760 Northfield Avenue
West Orange,NJ07052 		22-2680030 501(c)(3) 12,103,950       allocations-outreach grant
(6) Jewish Family Services of MetroWest NJ
256 Columbia Tpke
Florham Park,NJ07932 		22-1687995 501(c)(3) 565,171       includes Rachel Coalition;includes support for fam
(7) Jewish Labor Committee
25 East 21 St
New York,NY10010 		13-1675650 501(c)(3) 7,500       annual allocation
(8) Jewish Service for the Developmentally Disabled of
395 Pleasant Valley Way
W Orange,NJ07052 		22-3479872 501(c)(3) 22,500       support for developmentally disabled adults
(9) Jewish Vocational Services of MetroWest NJ
111 Prospect St
East Orange,NJ07017 		22-1487229 501(c)(3) 308,008       Vocational services including families in economic distress
(10) Joseph Kushner Hebrew AcademyRae Kushner Yeshiva
110 So Orange Avenue
Livingston,NJ07039 		22-1520392 501(c)(3) 201,021       support jewish education
(11) Rutgers School of Business
227 Penn Street
Camden,NJ08102 		23-7086291 501(c)(3) 33,600       scholarship assistance
(12) Rutgers University Hillel
93 College Avenue
New Brunswick,NJ08901 		26-0177367 501(c)(3) 92,179       educational and cultural organization
(13) Sinai Special Needs Institute
1485 Teaneck Road
Suite 304
Teaneck,NJ07666 		22-2942402 501(c)(3) 18,027       special needs education within the Jewish communit
(14) Golda Och Academy
1418 Pleasant Valley
W Orange,NJ07052 		22-1779887 501(c)(3) 275,284       day school support( allocation,israel scholarships
(15) The Foundation for Jewish Camp
15 West 36th St
New York,NY10018 		22-3551013 501(c)(3) 15,000       Jewish camping
(16) The Friendship Circle
10 Microlab Way
Livingston,NJ07039 		22-6017975 501(c)(3) 15,000       special needs children in MetroWest community
(17) The Jewish Federations of North America
25 Broadway-Suite 1700
New York,NY10004 		13-1624240 501(c)(3) 1,509,083       annual allocation and additional donations for jew 22/14/ISRAEL PROGRAM
(18) Daughters of Israel Geriatric Center
1155 Pleasant valley
W Orange,NJ07052 		22-1487162 501(c)(3) 2,595,127       To support local nursing home
(19) Partnership for Jewish Learning and Life
901 Rt 10
Whippany,NJ07052 		27-0144390 501(c)(3) 839,666       Educational and cultural organization
(20) NJ Y Camps
21 Plymouth Street
Fairfield,NJ07004 		22-1487266 501(c)(3) 20,595       Subsidies for Israel summer programs through local agency
(21) NFTY EIE High School
46 Bowen Road
Warwick,NY10990 		13-1663143 501(c)(3) 9,000       Educational support
(22) Jewish Community Center of Central NJ
1391 Martine Avenue
Scotch Plains,NJ07076 		22-2667094 501(c)(3) 159,357       annual allocation for jewish programs in central nj region
(23) Jewish Educational Center
330 Elmora Avenue
Elizabeth,NJ07208 		22-1549747 501(c)(3) 178,176       annual allocation plus emergency aid post hurricane-Jewish education
(24) Jewish Family Services of Central NJ
655 Westfield Avenue
Elizabeth,NJ07208 		22-1487364 501(c)(3) 253,987       annual allocation for family services in central nj region-elderly;mental health,children and teens
(25) YM-YWHA of Union County
501 Green Lane
Union,NJ07083 		22-2663795 501(c)(3) 173,093       Annual allocation for Jewish cultural and community services- union nj
(26) Temple Emanu-El
756 east Broad street
Westfield,NJ07090 		22-1686929 501(c)(3) 30,000       Outreach project-teens and jewish identity
(27) American Friends of Natal
590 fifth ave
new york,NY10036 		20-1914370 501(c)3 8,400       Teen fellowship
(28) B'nai B'rith Youth Organization Inc
800 8th Street NW
Washington,DC20001 		31-1794932 501(c)3 5,600       Support for young adult Israel education and awareness
(29) Congregation Anshe Chesed
1000 orchard terr
linden,NJ07036 		22-6002998 501(c)3 20,000       Support for Jewish program
(30) Gateway Church of Christ
19 Reids Hill Road
Morganville,NJ07751 		27-5273315 501(c)3 50,000       Support for calamity destruction
(31) Jewish Agency of Israel
633 3rd Ave 21st Flr
new york,NY10017 		23-7254561 501(c)3 9,000       General support and for children with special needs in Ethiopia
(32) Jewish Community Foundation
901 route 10
whippany,NJ07981 		22-1714130 501(c)3 75,901       Annual allocation for jewish programs in central nj region
(33) rutgers state university
631 GEORGE ST
NEW BRUNSWICK,NJ08901 		22-6001086 501(c)3 9,675       Support for senior prog and social work student visit to Negev
(34) THE UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM
820 Second Ave
New york,NY10017 		13-1659707 501(c)3 14,000       Conservative Yeshiva Program
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
34
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
SCHEDULE I, PART I, LINE 1 THE ORGANIZATION MAKES ANNUAL GRANTS TO NONPROFIT ORGANIZATIONS. THE ORGANIzATION HAS A GRANT PROCESS THAT INCLUDES MONITORING THE USE OF THE GRANT FUNDS. THE GRANTEE SUBMITS A BUDGET DURING THE APPLICATION PROCESS. THE GRANTEE MEETS WITH A MONITORING COMMMITTEE TWICE ANNUALLY TO REVIEW THE GRANTEES' COMPLIANCE WITH THE USE OF FUNDS. THEY ARE ALSO REQUIRED TO PROVIDE QUARTERLY EXPENDITURE REPORTS, QUARTERLY FINANCIAL STATEMENTS, AND ANNUAL AUDITS. ALL DOCUMENTATION IS REVIEWED TO ENSURE THAT THE GRANT FUNDS ARE BEING SPENT IN ACCORDANCE WITH THE INTENDED USE.
Schedule I Jewish federation of greater Metrowest NJ (federation) has included $5,587,679 of grant funding paid to Jewish Federation of North America (JFNA) on Schedule F based on the instructions to Schedule F that require that funds paid to a US organization to be used in foreign locations be shown on schedule F. In regard to the monitoring of these funds, federation reports grants on Schedule I to JFNA, which is a 501(c)(3) domestic U.S. charity. In addition, JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA , and JDC - both 501(c)(3) organizations- each file a separate Form 990 and detailed Schedules F.
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
Jewish FEDERATION OF GREATER METROWEST NJ
 
Employer identification number

22-1487222
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)Max KleinmanExec VP/Assist Secretary (i)
(ii)		 331,298
0 		9,000
0 		11,500
0 		105,000
0 		17,880
0 		474,678
0 		84,000
21,000
(2)Howard RabnerCOO/CFO (i)
(ii)		 201,965
0 		10,000
0 		5,000
0 		0
0 		20,119
0 		237,084
0 		0
0
(3)Stanley StoneExecutive Director (i)
(ii)		 243,114
0 		0
0 		0
0 		0
0 		30,700
0 		273,814
0 		0
0
(4)Jeffrey KorbmanAssistant Executive VP (i)
(ii)		 165,349
0 		0
0 		5,000
0 		0
0 		18,906
0 		189,255
0 		0
0
(5)Michael KatzDirector Donor & Corp Dev (i)
(ii)		 142,736
0 		0
0 		6,000
0 		0
0 		15,389
0 		164,125
0 		0
0
(6)Joshua RednikJCF ED (TERM 12/13) (i)
(ii)		 188,830
0 		0
0 		6,000
0 		0
0 		483
0 		195,313
0 		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 1, line 4b THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR Max Kleinman INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN THE INDIVIDUAL'S 2013 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES.
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
Jewish FEDERATION OF GREATER METROWEST NJ
 
Employer identification number
22-1487222
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 Essex County Improvement Authority
  		22-2023989   07-01-2005 12,425,000 Bond to finance construction   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0      
2 Amount of bonds legally defeased . . . . . . . . . . . 0      
3 Total proceeds of issue . . . . . . . . . . . . . . 12,425,000      
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0      
5 Capitalized interest from proceeds . . . . . . . . . . . 0      
6 Proceeds in refunding escrows . . . . . . . . . . . . 0      
7 Issuance costs from proceeds . . . . . . . . . . . . 0      
8 Credit enhancement from proceeds . . . . . . . . . . . 0      
9 Working capital expenditures from proceeds . . . . . . . . . 12,425,000      
10 Capital expenditures from proceeds . . . . . . . . . . . 0      
11 Other spent proceeds . . . . . . . . . . . . . . 0      
12 Other unspent proceeds . . . . . . . . . . . . . . 0      
13 Year of substantial completion . . . . . . . . . . . . 2007
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 0 %      
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 %      
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 %      
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? . . . . . . . . . . . . .   X            
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 . . . . . . . . . 0
  		 
  		 
  		 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .   X            
e Was the hedge terminated? . . . . . .   X            
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 . . . . . . . . . 0
  		 
  		 
  		 
 
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 (Form 990) 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
Jewish FEDERATION OF GREATER METROWEST NJ
 
Employer identification number

22-1487222
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 172 2,007,628 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 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
Jewish FEDERATION OF GREATER METROWEST NJ
 
Employer identification number

22-1487222
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B THE BUDGET AND FINANCE COMMITTEE WILL REVIEW AND ANALYZE THE 990. THE BUDGET AND FINANCE COMMITTEE HAS THE AUTHORITY TO REVIEW AND APPROVE THE 990 PER A BOARD RESOLUTION.
FORM 990, PART VI, SECTION B, LINE 12C Federation REQUIRES ALL BOARD MEMBERS TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. COMPLETED FORMS ARE REVIEWED BY THE CFO FOR POSSIBLE CONFLICTS. THE EXECUTIVE COMMITTEE IS MADE AWARE OF ANY CONFLICTS. IN THE CASE OF CONFLICTS, THESE BOARD MEMBERS ARE ASKED TO RECUSE THEMSELVES FROM PARTICPATING ON ISSUES THAT CREATE THE CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15B PERFORMANCE REVIEWS ARE PREPARED FOR EACH OF THESE EMPLOYEES. THE NATIONAL SALARY SURVEY FOR LARGE FEDERATIONS IS USED TO HELP DETERMINE THE COMPENSATION OF TOP RANKING EMPLOYEES OF federation. THE SALARIES ARE SUBJECT TO APPROVAL BY THE SALARIES AND PERSONNEL PRACTICES COMMITTEE WHOSE MEMBERS INCLUDE PAST PRESIDENTS AND OTHER SENIOR LEADERSHIP OF THE ORGANIZATION. THE ORGANIZATION HAS A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S SENIOR MANAGEMENT. A REVIEW OF THE "TOTAL COMPENSATION" FOR EACH INDIVIDUAL IS MADE by the salaries and personnel practices committee of the board of trustees, WHICH IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE REVIEW IS DONE ON AT LEAST AN ANNUAL BASIS AND ENSURES THAT THE "TOTAL COMPENSATION" OF SENIOR MANAGEMENT OF THE ORGANIZATION IS REASONABLE. THE ACTIONS TAKEN BY THE COMMITTEE ENABLE THE ORGANIZATION TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF CERTAIN MEMBERS OF THE SENIOR MANAGEMENT TEAM. THE THREE FACTORS WHICH MUST BE SATISFIED IN ORDER TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS ARE THE FOLLOWING: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX-EXEMPT ORGANIZATION WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A "CONFLICT OF INTEREST" WITH RESPECT TO THE COMPENSATION ARRANGEMENT; 2. THE AUTHORIZED BODY OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION; AND 3. THE AUTHORIZED BODY "ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION" CONCURRENTLY WITH MAKING THAT DETERMINATION THE MEMBERS OF THE BOARD OF TRUSTEES EACH ARE INDEPENDENT AND ARE FREE FROM ANY CONFLICTS OF INTEREST. THE COMMITTEE ADEQUATELY DOCUMENTED ITS BASIS FOR ITS DETERMINATION THROUGH THE TIMELY PREPARATION OF WRITTEN MINUTES OF THE MEETINGS DURING WHICH THE EXECUTIVE COMPENSATION AND BENEFITS WAS REVIEWED AND SUBSEQUENTLY APPROVED. THE ACTIONS OUTLINED ABOVE WITH RESPECT TO THE BOARD AND THE ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS ONLY APPLIES TO all SENIOR MANAGEMENT PERSONNEL.
FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE FORM CAN ALSO BE OBTAINED FROM THE ORGANIZATION DIRECTLY THROUGH WRITTEN REQUEST. ALL OTHER POLICIES AND GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
FORM 990, PART VI, SECTION A, LINE 2 The following individuals have family relationships Robert Kuchner, Phyllis Bernstein, Mark Bernstein, Shari Bernstein, Gerald Flanzbaum, Marilyn Flanzbaum, KENNETH HEYMAN, MIMI HEYMAN, STEVEN KLINGHOFFER, LORI KLINGHOFFER, Glen Goldberger, Mindy Goldberger, MAXINE MURNICK, JAY MURNICK, Johnathan Ramsfelder, Jamie Ramsfelder, BART SCHNEIDERMAN, HARRIET SCHEIDERMAN, Steve Newmark, Susanne Newmark, Adam Kimowitz, Jeri Kimowitz, Jonathan Caplan, Jody Caplan, David Boyko, Joann Boyko, Neil Goldstein, joyce Goldstein, Gordon Haas, Yanina Haas, David Halpern, Murray Halpern, Edward Leibowitz, Mindy Leibowitz, Donald Rosenthal, Joanie Schwarz, David Saginaw, Paula Saginaw, Robert Schwartz, Maxine Schwartz, Mark Wilf, Joseph Wilf, Jane Wilf, Joseph Wilf, Zygmunt Wilf
Part XI, Page 12, Reconciliation of Net Assets, Line 5 Included in other changes in net assets: Adjustment for defined benefit plans 305,535
partv line 2A JFGMWNJ does the payroll filings and related tax withholdings and remittances for several related organizations, including Jewish Foundation of Greater MetroWest NJ and the Partnership for Jewish Learning and Life, Inc. Both of these organizations file their own Form 990 and have reimbursed JFGMWNJ for the cost of all salaries and fringe benefits for the employees working for these related organizations. The reimbursed salaries and fringe benefits have not been shown in this 990 as expenses, but have been included as payroll and related expenses in the Form 990 of these related organizations.
Page 2, Part III, Line 1 - Organization's Mission FEDERATION CARES FOR PEOPLE IN NEED, BUILDS JEWISH LIFE, AND SAVES THE WORLD, ONE PERSON AT A TIME, EVERYDAY. IT STANDS AT THE CENTER OF A NETWORK OF 27 LOCAL AND FOUR OVERSEAS PARTNER AGENCIES TO HELP MEET THE EDUCATIONAL, VOCATIONAL, RECREATIONAL, AND SOCIAL NEEDS OF THE GREATER METROWEST JEWISH COMMUNITY AND BEYOND. ENCOMPASSING ESSEX, MORRIS, SUSSEX, UNION, AND PARTS OF SOMERSET COUNTY, FEDERATION IS THE NINTH LARGEST FEDERATION IN THE COUNTRY, SERVING APPROXIMATELY 126,000 PEOPLE. THROUGH ITS ANNUAL UNITED JEWISH APPEAL CAMPAIGN OF GREATER METROWEST NJ, IT RAISES AND ALLOCATES THE FUNDS NEEDED TO RESPOND TO THE DIVERSITY OF JEWISH NEEDS ON AN ONGOING BASIS AND IN EMERGENT SITUATIONS. AMONG THE MANY PROGRAMS THAT FEDERATION SUPPORTS ARE EXPANDED SERVICES FOR THE UNEMPLOYED , CRISIS COUNSELING FOR FAMILIES, SUPPORTIVE SERVICES FOR SENIORS, JEWISH IDENTITY BUILDING INITIATIVES, PROGRAMS AND SERVICES FOR PEOPLE WITH SPECIAL NEEDS AND THEIR FAMILIES, EFFORTS TO MAKE JEWISH EDUCATION AFFORDABLE, JEWISH CAMPING, ISRAEL EDUCATION AND ADVOCACY, LEADERSHIP DEVELOPMENT, AND BIRTHRIGHT ISRAEL. ITS WORK CAN ALSO BE SEEN IN ACTION ON MISSIONS TO ISRAEL AND OTHER PARTS OF THE WORLD; FEDERATION HAS SEVEN PARTNER COMMUNITIES IN ISRAEL AND TWO IN UKRAINE. THERE ARE MANY WAYS TO BECOME INVOLVED IN FEDERATION, ALL OF WHICH OFFER EDUCATIONAL, SOCIAL, AND NETWORKING OPPORTUNITIES AND THE SATISFACTION OF BEING PART OF A VIBRANT COMMUNITY WORKING TO MEET URGENT HUMAN NEEDS. TOGETHER, WE CARE. WE BUILD. WE SAVE.
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
Jewish FEDERATION OF GREATER METROWEST NJ
 
Employer identification number

22-1487222
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 COMMUNITY FOUNDATION OF GREATER

901 ROUTE 10

WHIPPANY,NJ07981
22-1714130 		GRANTMAKING NJ 501(c)(3) 7 JFGMWNJ
 
Yes
 
(2) PARTNERSHIP FOR JEWISH LEARNING AND LIFE

901 ROUTE 10

WHIPPANY,NJ07981
27-0144390 		EDUCATIONAL NJ 501(c)(3) 7 JFGMWNJ
 
Yes
 
(3) SOBEL FAMILY SUPPORTING FOUNDATION

901 ROUTE 10

WHIPPANY,NJ07981
22-3699941 		CHARITY NJ 501(C)(3) 11 - TYPE 1 JCF
 
Yes
 
(4) ROCKER FAMILY FOUNDATION

901 ROUTE 10

WHIPPANY,NJ07981
22-3699940 		CHARITY NJ 501(C)(3) 11 - TYPE 1 JCF
 
Yes
 
(5) TURTLETAUB ENDOWMENT iNC

901 ROUTE 10

WHIPPANY,NJ07981
52-1931976 		CHARITY NJ 501(C)(3) 11 - TYPE 1 JCF
 
Yes
 
(6) WILLIAM AND BETTY LESTER FOUNDATION

901 ROUTE 10

WHIPPANY,NJ07981
22-3063176 		CHARITY NJ 501(C)(3) 11 - TYPE 1 JCF
 
Yes
 
(7) LEAH & EDWARD FRANKEL SUPPORTING FDN

901 ROUTE 10

WHIPPANY,NJ07981
22-3506484 		CHARITY NJ 501(C)(3) 11- TYPE 1 JCF
 
Yes
 
(8) BETTY AND SHEDLON FEINBERG FAMILY SF

901 ROUTE 10

WHIPPANY,NJ07981
52-1823808 		CHARITY NJ 501(C)(3) 11 - TYPE 1 JCF
 
Yes
 
(9) POLANER FAMILY SUPPORTING FOUNDATION

901 ROUTE 10

WHIPPANY,NJ07981
52-1793845 		CHARITY NJ 501(C)(3) 11 - TYPE 1 JCF
 
Yes
 
(10) UJA BENEFIT CONCERT SUPPORTING FOUNDATIO

901 ROUTE 10

WHIPPANY,NJ07981
52-1958332 		CHARITY NJ 501(C)(3) 11 - TYPE 1 JCF
 
Yes
 
(11) COOPERMAN FAMILY FUND FOR A JEWISH FUTU

901 ROUTE 10

WHIPPANY,NJ07981
22-3892931 		CHARITY NJ 501(C)(3) 11- TYPE 1 JCF
 
Yes
 
(12) JEROME & PAULA GOTTESMAN FAMILY SF

901 ROUTE 10

WHIPPANY,NJ07981
22-3056144 		CHARITY NJ 501(C)(3) 11 - TYPE 1 JCF
 
Yes
 
(13) BETH EL MEMORIAL PARK FOUNDATION

901 ROUTE 10

WHIPPANY,NJ07981
52-1860878 		CHARITY NJ 501(C)(3) 11 - TYPE 1 JCF
 
Yes
 
(14) HEBREW FREE LOAN OF METROWEST INC

901 ROUTE 10

WHIPPANY,NJ07981
52-1931966 		CHARITY NJ 501(C)(3) 11 - TYPE 1 JCF
 
Yes
 
(15) METROWEST COMMUNITY SUPPORTING FDN INC

901 ROUTE 10

WHIPPANY,NJ07981
22-3829229 		CHARITY NJ 501(C)(3) 11- TYPE 1 JCF
 
Yes
 
(16) METROWEST COMMUNITY SUPPORTING FDN INC

901 ROUTE 10

WHIPPANY,NJ07981
22-3829234 		CHARITY NJ 501(C)(3) 11 - TYPE 1 JCF
 
Yes
 
(17) METROWEST COMMUNITY SUPPORTING FDN INC

901 ROUTE 10

WHIPPANY,NJ07981
22-3829225 		CHARITY NJ 501(C)(3) 11 - TYPE 1 JCF
 
Yes
 
(18) BERSON FAMILY SUPPORTING FOUNDATION INC

901 ROUTE 10

WHIPPANY,NJ07981
22-2872256 		CHARITY NJ 501(C)(3) 11 - TYPE 1 JCF
 
Yes
 
(19) COORDINATED CARE OF METROWEST INC

901 ROUTE 10

WHIPPANY,NJ07981
22-3684509 		CHARITY NJ 501(C)(3) 11 - TYPE 1 JCF
 
Yes
 
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) THE JEWISH TIMES

901 ROUTE 10
WHIPPANY,NJ079811156
22-1424195 		NEWSPAPER NJ  
C CORP 3,071,160 521,514 100.000 % Yes  












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
Yes
 
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
Yes
 
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
 
No
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
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
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
(1) JEWISH COMMUNITY FOUNDATION OF GREATER METRO

 1A 2,252,023 FMV
(2) PARTNERSHIP FOR JEWISH LEARNING AND LIFE INC

 1A 114,504 FMV
(3) PARTNERSHIP FOR JEWISH LEARNING AND LIFE INC

 1B 838,666 FMV
(4) JEWISH COMMUNITY FOUNDATION OF GREATER METRO

 1C 2,344,115 FMV
(5) THE JEWISH TIMES

 1M 581,318 FMV
(6) JEWISH COMMUNITY FOUNDATION OF GREATER METRO

 1D 5,400,000 FMV
(7) Cooperman family fund for a jewish future

 1c 115,000 FMV
(8) William & Betty Lester Foundation

 1c 197,961 FMV
(9) Rocker Family Foundation

 1c 217,500 FMV
(10) JEWISH COMMUNITY FOUNDATION OF GREATER METRO

 1Q 72,800 FMV
(11) PARTNERSHIP FOR JEWISH LEARNING AND LIFE INC

 1o 942,968 fmv
(12) Jewish Times

 1o 1,931,985 fmv
(13) UJA Benefit Concert Supporting Foundation

 1C 100,000 FMV
(14) Sobel Family Supporting Foundation

 1C 56,500 FMV
(15) Leah & Edward Frankel Supporting Foundation

 1C 55,000 FMV
(16) JEWISH COMMUNITY FOUNDATION OF GREATER METRO

 1o 1,434,891 FMV
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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