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.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 09-01-2014 , and ending 08-31-2015
BCheck if applicable:
CName of organization
JEWISH FEDERATION OF GREATER PHILADELPHIA
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2100 ARCH STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19103
D Employer identification number

23-1500085
E Telephone number

G Gross receipts $ 41,224,907
F Name and address of principal officer:
NAOMI L ADLER ESQ
2100 ARCH STREET
PHILADELPHIA,PA19103
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.JEWISHPHILLY.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: 1901
M State of legal domicile: PA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: JEWISH FEDERATION IS THE CENTRAL PHILANTHROPIC AND VOLUNTEER ADDRESS FOR THE JEWISH COMMUNITY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 20
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 19
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 117
6 Total number of volunteers (estimate if necessary) ............. 6 2,000
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 612,531
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 611,531
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 38,692,159 29,507,909
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 9,595,843 8,397,034
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 382,116 -395,978
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 48,670,118 37,508,965
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 21,268,459 21,897,792
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) 7,682,530 8,135,294
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 137,572 75,022
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet5,191,475    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 8,886,909 7,153,740
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 37,975,470 37,261,848
19 Revenue less expenses. Subtract line 18 from line 12....... 10,694,648 247,117
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 309,626,846 295,262,348
21 Total liabilities (Part X, line 26)............. 100,206,570 104,926,849
22 Net assets or fund balances. Subtract line 21 from line 20..... 209,420,276 190,335,499
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 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: THE JEWISH FEDERATION OF GREATER PHILADELPHIA'S MISSION IS TO MOBILIZE FINANCIAL AND VOLUNTEER RESOURCES TO ADDRESS THE COMMUNITY'S MOST CRITICAL PRIORITIES IN GREATER PHILADELPHIA, ISRAEL AND AROUND THE WORLD.
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 $ 5,540,228 including grants of $ 3,856,901 ) (Revenue $   )
THE MISSION OF THE JEWISH FEDERATION'S CENTER FOR JEWISH LIFE & LEARNING IS TO SUPPORT AND FACILITATE VIBRANT JEWISH LIVING AND LEARNING IN THE JEWISH COMMUNITY OF GREATER PHILADELPHIA BY WORKING CLOSELY WITH COMMUNITY PARTNERS ON PROGRAMS THAT ARE EFFECTIVE, DYNAMIC, TRANSFORMATIVE AND COLLABORATIVE.FOR 2014-15, THE CENTER FOR JEWISH LIFE & LEARNING FOCUSED ON MAKING A SIGNIFICANT IMPACT IN THE FOLLOWING AREAS:1. OUTREACH TO AND ENGAGEMENT OF COLLEGE STUDENTS AND YOUNG ADULTS- DEVELOPING THE SKILLS AND KNOWLEDGE OF YOUNG JEWISH LEADERS TO MAXIMIZE THE NUMBER OF COLLEGE STUDENTS AND YOUNG ADULTS HAVING MEANINGFUL JEWISH EXPERIENCES.2. ENGAGING FAMILIES WITH CHILDREN- MAXIMIZING THE NUMBER OF FAMILIES WITH CHILDREN WHO ARE ENGAGED IN JEWISH IDENTITY PROGRAMMING, ESPECIALLY JEWISH CAMPING AND JKIDPHILLY, A PROGRAM FOCUSED ON STRENGTHENING JEWISH IDENTITY AMONG FAMILIES WITH CHILDREN.3. EDUCATING JEWISH CHILDREN- STRENGTHENING THE JEWISH IDENTITY OF CHILDREN BY SUPPORTING FORMAL JEWISH EDUCATION PROGRAMS SUCH AS LOCAL JEWISH DAY, SUPPLEMENTARY AND RELIGIOUS SCHOOLS.THROUGH DIVERSE CULTURAL AND EDUCATIONAL PROGRAMS FOR ALL AGES, THE CENTER FOR JEWISH LIFE & LEARNING STRENGTHENS OUR JEWISH IDENTITY AS INDIVIDUALS AND AS A COMMUNITY.- 554 YOUNG JEWISH LEADERS IN GREATER PHILADELPHIA WERE ENGAGED IN LEADERSHIP TRAINING PROGRAMS, FELLOWSHIP PROGRAMS AND LIAISON PROGRAMS.- 592 NEED-BASED SCHOLARSHIPS ENABLED LOCAL CHILDREN TO ATTEND RELIGIOUS SCHOOL PROGRAMS.- 405 INCENTIVE GRANTS HELPED PROVIDE JEWISH OVERNIGHT CAMP EXPERIENCES.- 386 STUDENTS ENROLLED IN A JEWISH COMMUNITY HIGH SCHOOL.- 685 FAMILIES PARTICIPATED IN JEWISH IDENTITY PROGRAMMING.- 43 LOCAL SUPPLEMENTARY SCHOOLS RECEIVED SUPPORTIVE SERVICES.- 539 NEED-BASED SCHOLARSHIPS WERE PROVIDED FOR JEWISH DAY AND OVERNIGHT CAMPS.- 873 SCHOLARSHIPS ENABLED STUDENTS TO ATTEND GREATER PHILADELPHIA JEWISH DAY SCHOOLS.- 469 JEWISH SUPPLEMENTARY SCHOOL EDUCATORS RECEIVED PROFESSIONAL DEVELOPMENT TRAINING.THESE RESULTS REPRESENT HIGHLIGHTS FROM THE CENTER FOR JEWISH LIFE AND LEARNING'S MANY TERRIFIC ACCOMPLISHMENTS DURING 2014-2015.
4b (Code:   ) (Expenses $ 5,754,588 including grants of $ 3,531,493 ) (Revenue $   )
THE MISSION OF THE JEWISH FEDERATION'S CENTER FOR SOCIAL RESPONSIBILITY IS TO IDENTIFY AND PRIORITIZE THE CRITICAL SOCIAL SERVICE NEEDS OF OUR COMMUNITY'S MOST DISADVANTAGED MEMBERS. THE CENTER ORGANIZES AND MOBILIZES HUMAN AND FINANCIAL RESOURCES TO SUCCESSFULLY ADDRESS THESE NEEDS. BY COLLABORATING WITH THE JEWISH FEDERATION'S PARTNER ORGANIZATIONS, THE CENTER DEVELOPS AND IMPLEMENTS INNOVATIVE PROGRAMS TO MEET THE LOCAL COMMUNITY'S NEEDS.FOR 2014-15, THE CENTER FOR SOCIAL RESPONSIBILITY FOCUSED ON MAKING A SIGNIFICANT IMPACT IN THE FOLLOWING AREAS:1. FOOD SECURITY - ENSURING FOOD SECURITY FOR MEMBERS OF THE JEWISH COMMUNITY WHO MAY REDUCE THE SIZE OF A MEAL OR SKIP A MEAL BECAUSE OF ECONOMIC INSECURITY.2. ECONOMIC SECURITY - ASSISTING PEOPLE IN THE JEWISH COMMUNITY WHO ARE EITHER CHRONICALLY OR TEMPORARILY IMPOVERISHED IN ACHIEVING SELF-SUFFICIENCY THROUGH A SAFETY-NET OF SERVICES THAT ENSURE THEIR BASIC NEEDS ARE MET.3. ADULTS WITH SPECIAL NEEDS -SUPPORTING INDIVIDUALS WITH SPECIAL NEEDS IN THE JEWISH COMMUNITY SO THEY FEEL PART OF A COMMUNITY AND HAVE ACCESS TO RESOURCES THAT ENABLE SELF-SUFFICIENCY.4. HEALTHY AGING AT HOME -SUPPORTING THE ABILITY OF SENIORS AND THEIR FAMILY/CAREGIVERS TO OBTAIN THE SERVICES THEY REQUIRE TO AGE SAFELY IN THEIR OWN HOMES.TOGETHER WITH OUR COMMUNITY PARTNERS, THE CENTER FOR SOCIAL RESPONSIBILITY CARES FOR MEMBERS OF OUR LOCAL COMMUNITY, MAKING SURE EVERY JEWISH INDIVIDUAL IN GREATER PHILADELPHIA WHO NEEDS HELP HAS SOMEWHERE TO TURN. - 758 INDIVIDUALS RECEIVED CAREER COUNSELING, JOB TRAINING AND JOB PLACEMENT SERVICES. - 352 INDIVIDUALS WITH SPECIAL NEEDS RECEIVED CASE MANAGEMENT, SOCIALIZATION SERVICES AND OTHER ASSISTANCE. - 14,730 MEN, WOMEN, CHILDREN AND SENIORS RECEIVED VITAL NUTRITIONAL ASSISTANCE THROUGH FOOD PACKAGES, CONGREGATE MEALS AND KOSHER MEALS. - 775 JEWISH COMMUNITY MEMBERS LIVING AT OR BELOW 250% OF THE FEDERAL POVERTY LEVEL RECEIVED CASE MANAGEMENT SERVICES. - 846 VULNERABLE JEWISH INDIVIDUALS RECEIVED GRANTS TO HELP THEM MEET CRITICAL NEEDS. - 3,958 SENIORS LIVING IN THEIR OWN HOMES BENEFITED FROM SOCIALIZATION PROGRAMS TO INCREASE THEIR MENTAL AND PHYSICAL WELL-BEING. - 1,132 SENIORS RECEIVED HOME CARE ASSISTANCE SUCH AS PERSONAL CARE AND CHORE SERVICES TO HELP THEM REMAIN LIVING INDEPENDENTLY AT HOME, SECURELY AND WITH DIGNITY. - 1,214 HOMEBOUND INDIVIDUALS RECEIVED RIDES TO VITAL SERVICES, ENOUGH TO FILL 21 SCHOOL BUSES.THESE RESULTS REPRESENT HIGHLIGHTS FROM THE CENTER FOR SOCIAL RESPONSIBILITY'S MANY TERRIFIC ACCOMPLISHMENTS DURING 2014-2015.
4c (Code:   ) (Expenses $ 5,934,092 including grants of $ 5,613,251 ) (Revenue $   )
THE MISSION OF THE JEWISH FEDERATION'S CENTER FOR ISRAEL & OVERSEAS IS TO EMBRACE THE NOTION OF K'LAL YISRAEL - WE ARE ONE PEOPLE - BY CONNECTING OUR LOCAL COMMUNITY WITH JEWS IN ISRAEL AND AROUND THE WORLD, AND BY ADVOCATING AND PROVIDING HIGH-IMPACT SUPPORT FOR JEWS IN NEED IN ISRAEL AND THROUGHOUT THE WORLD.FOR 2014-15, THE CENTER FOR ISRAEL & OVERSEAS FOCUSED ON MAKING A SIGNIFICANT IMPACT IN THE FOLLOWING AREAS:1. JEWISH IDENTITY AND CONTINUITY - STRENGTHENING JEWISH IDENTITY AND CONTINUITY BY CONNECTING PEOPLE IN THE PHILADELPHIA JEWISH COMMUNITY TO THE LAND OF ISRAEL AND TO JEWS IN ISRAEL WHILE STRENGTHENING ISRAEL'S VULNERABLE POPULATION.2. DISADVANTAGED YOUTH - CARING FOR DISADVANTAGED YOUNG JEWS IN ISRAEL, WHOSE LIFE CIRCUMSTANCES INHIBIT THEIR CHANCES OF MAXIMIZING THEIR FULL POTENTIAL AND JEOPARDIZE THEIR ABILITY TO TAKE FULL ADVANTAGE OF THEIR BASIC RIGHTS SUCH AS SECURITY, PHYSICAL PROTECTION AND RESPECT.3. SAFETY NET SERVICES - PROVIDING SAFETY NET SUPPORT FOR VULNERABLE POPULATIONS IN ISRAEL AND AROUND THE WORLD.THE CENTER FOR ISRAEL & OVERSEAS' SUPPORT EXTENDS TO ISRAEL AND AROUND THE WORLD, WHERE WE HELP VULNERABLE JEWS AND PROMOTE THE CONTINUITY OF THE JEWISH PEOPLE. - 436 TEENS AND YOUNG ADULTS RECEIVED INDIVIDUALIZED SUPPORT AS THEY TRANSITIONED FROM FOSTER CARE TO THE ISRAEL DEFENSE FORCES AND INDEPENDENT LIVING. - 1,468 JEWISH PHILADELPHIANS TRAVELED TO ISRAEL, ENOUGH TO FILL FIVE EL AL PLANES. - 38 OUTSTANDING ISRAELI STUDENTS FROM DISADVANTAGED BACKGROUNDS WERE CONNECTED TO ORGANIZATIONS AT THE FOREFRONT OF TECHNOLOGICAL DEVELOPMENT IN ISRAEL. - 976 IMPOVERISHED HOLOCAUST SURVIVORS IN ISRAEL RECEIVED BASIC NECESSITIES, PRIMARILY FOOD. - 1,250 YOUTH RECEIVED SERVICES TO HELP CLOSE THE SOCIO-ECONOMIC GAP BY IMPROVING THEIR CHANCES OF GRADUATING HIGH SCHOOL AND STUDYING AT A UNIVERSITY. - 91 STUDENTS RECEIVED NEED-BASED ISRAEL TRAVEL SCHOLARSHIPS TO PARTICIPATE IN VARIOUS ISRAEL EXPERIENCE PROGRAMS. - 150,221 INDIVIDUALS SUFFERING FROM FOOD INSECURITY IN ISRAEL RECEIVED FOOD.THESE RESULTS REPRESENT HIGHLIGHTS OF THE CENTER FOR ISRAEL & OVERSEAS' MANY TERRIFIC ACCOMPLISHMENTS DURING 2014-2015.
(Code:   ) (Expenses $ 9,334,162 including grants of $ 8,801,252 ) (Revenue $   )
SPECIAL PROGRAMS REPRESENT DISTRIBUTIONS FROM OUR DONOR ADVISED FUNDS AND OTHER ENDOWMENT FUNDS TO VARIOUS CHARITABLE ORGANIZATIONS.
(Code:   ) (Expenses $ 1,474,653 including grants of $   ) (Revenue $   )
POLICY, STRATEGY AND FUNDING ARE PRIMARILY FUNDS USED TO ADMINISTER, MEASURE AND EVALUATE THE IMPACT OF OUR PROGRAMS ON THE COMMUNITY.
(Code:   ) (Expenses $ 669,176 including grants of $ 94,895 ) (Revenue $   )
NATIONAL AND OTHER SERVICES REPRESENT ALLOCATIONS TO NATIONAL JEWISH ORGANIZATIONS AND OTHER ORGANIZATIONS THAT SUPPORT OUR LOCAL AGENCIES AND PRIORITIES.
4d Other program services (Describe in Schedule O.)
(Expenses $ 11,477,991 including grants of $ 8,896,147 ) (Revenue $   )
4e Total program service expensesMediumBullet28,706,899
Form 990 (2014)
Form 990 (2014)
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 IClick to see attachment..........
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 IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
Click to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 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
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) .... 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
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... 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 (2014)
Form 990 (2014)
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 domestic 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 or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, 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), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I.... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................ Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
..................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
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 (2014)
Form 990 (2014)
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
69
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
117
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ , BD , VI
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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
Yes
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
2
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
Yes
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
 
No
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
No
Form 990 (2014)
Form 990 (2014)
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
20
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
19
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
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review 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
PA , NY , NJ , FL , CA
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJEROME P NACHLIS CFO & CAO

2100 ARCH STREET
PHILADELPHIA,PA19103 (215) 832-0807
Form 990 (2014)
Form 990 (2014)
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) BENNETT L AARON........................................................................
TRUSTEE; PAST PRESIDENT
5.00
.......................  
X           0 0 0
(2) CAROL AARON........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(3) MADLYN ABRAMSON........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(4) ARLIN M ADAMS........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(5) ANDREA ADELMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(6) NAOMI L ADLER ESQ........................................................................
TRUSTEE; BOARD OF DIRECTOR; CEO
45.00
.......................5.00
X   X       285,621 0 16,678
(7) LOUISE B ALBERT........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(8) BRETT H ALTMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(9) HOWARD B ASHER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(10) DANIEL E BACINE........................................................................
TRUSTEE
2.00
.......................1.00
X           0 0 0
(11) LEONARD BARRACK........................................................................
TRUSTEE; PAST PRESIDENT
5.00
.......................  
X           0 0 0
(12) LYNNE BARRACK........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(13) MICHELLE BARRACK........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(14) ROBIN BATOFF........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(15) JACK BELITSKY........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(16) MICHAEL R BELMAN........................................................................
TRUSTEE; PAST PRESIDENT
5.00
.......................  
X           0 0 0
(17) DONALD A BERG........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
Form 990 (2014)
Form 990 (2014)
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) HAROLD BERGER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(19) STEVEN BERK........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(20) BRYNA BERMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(21) RICHARD W BERMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(22) SHARYN BERMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(23) GLADYS B BERNSTEIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(24) JOHN K BINSWANGER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(25) CRAIG R BLACKMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(26) MARK S BLASKEY........................................................................
TRUSTEE; BOARD OF DIRECTOR; VP
5.00
.......................  
X   X       0 0 0
(27) SALLY C BLEZNAK........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(28) SHEREE I BLOCH........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(29) DAVID J BLUM........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(30) BERNARD BORINE........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(31) GWEN BOROWSKY........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(32) IRVIN J BOROWSKY........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(33) FRED E BRAEMER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(34) JONATHAN BRODER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(35) IRIS D BROWNSTEIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(36) CECILY CAREL........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(37) ALAN E CASNOFF........................................................................
TRUSTEE; PAST PRESIDENT
5.00
.......................  
X           0 0 0
(38) GARY CHARLESTEIN........................................................................
TRUSTEE
2.00
.......................0.30
X           0 0 0
(39) ANDREW L CHERRY........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(40) JASON M COLE........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(41) SHIRLEY CONSTON........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(42) STUART CONSTON........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(43) HAROLD CRAMER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(44) HOWARD J DAVIS........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(45) HARRIS L DEVOR........................................................................
TRUSTEE
2.00
.......................1.00
X           0 0 0
(46) BERNARD P DISHLER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(47) LANA DISHLER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(48) LOWELL H DUBROW........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(49) GEOFFREY M DUFFINE........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(50) CLAUDIA DUNNOUS........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(51) JUDY EISNER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(52) BERNARD EIZEN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(53) JEROME P EPSTEIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(54) DANIEL ERLBAUM........................................................................
TRUSTEE
2.00
.......................1.00
X           0 0 0
(55) GARY E ERLBAUM........................................................................
TRUSTEE; BOARD OF DIRECTOR; VP
5.00
.......................  
X   X       0 0 0
(56) ARLENE FICKLER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(57) PHYLLIS FINKELSTEIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(58) JOYCE FISHBEIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(59) ANNABELLE FISHMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(60) MARK FISHMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(61) RICHARD J FOX........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(62) LAURIE FRANZ........................................................................
TRUSTEE; BOARD OF DIRECTOR
5.00
.......................  
X           0 0 0
(63) JERROLD A FREZEL........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(64) LOUIS W FRYMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(65) IVAN H GABEL........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(66) STEVEN A GABLE........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(67) SARAH GENTRY........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(68) JUDITH B GINSBERG........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(69) WILLIAM H GLAZER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(70) SARITA GOCIAL........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(71) ELISA S GOLDBERG........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(72) EDGAR R GOLDENBERG........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(73) ROBERT B GOLDER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(74) ANDREW A GOLDMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(75) SHIRA J GOODMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(76) RICHARD J GREEN........................................................................
TRUSTEE; BOARD OF DIRECTOR; VP
5.00
.......................  
X   X       0 0 0
(77) SAMUEL J GREENBLATT........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(78) JOSH GROSS........................................................................
TRUSTEE; BOARD OF DIRECTOR
5.00
.......................  
X           0 0 0
(79) DAVID GUTIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(80) MARY BERT GUTMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(81) ADAM H HERZIG........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(82) LEE S HILLERSON........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(83) ALAN J HOFFMAN........................................................................
TRUSTEE; BOARD OF DIRECTOR
5.00
.......................  
X           0 0 0
(84) MARJORIE HONICKMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(85) DAVID L HYMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(86) SCOTT A ISDANER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(87) PAUL L JAFFE........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(88) CHARLES KAHN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(89) ARTHUR KARAFIN........................................................................
TRUSTEE; BOARD OF DIRECTOR; VP
5.00
.......................  
X   X       0 0 0
(90) DAVID KASOFF........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(91) WAYNE D KIMMEL........................................................................
TRUSTEE; BRD OF DIR; TREASURER
5.00
.......................  
X   X       0 0 0
(92) JILL KLEEMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(93) STEPHEN B KLEIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(94) RENA KOPELMAN........................................................................
TRUSTEE; BOARD OF DIRECTOR; VP
5.00
.......................  
X   X       0 0 0
(95) ARNOLD H KRAMER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(96) KAREN B KRAMER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(97) WENDY KRANCER TWING........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(98) BRADLEY A KROUSE........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(99) SUSANNA LACHS ADLER........................................................................
TRUSTEE; BOARD OF DIRECTOR; VP
5.00
.......................  
X   X       0 0 0
(100) CAROLE LANDIS........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(101) ADAM E LAVER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(102) SARA W LAVER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(103) LORI J LEVIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(104) MARVIN LEVIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(105) MICHELE S LEVIN........................................................................
TRUSTEE
2.00
.......................1.30
X           0 0 0
(106) MURRAY S LEVIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(107) SHARON P LEVIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(108) JOSEPH H LEVINE........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(109) ROBERT G LEVINE........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(110) BARBARA LINCOW........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(111) IRWIN J LIPTON........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(112) WILLIAM D LUTERMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(113) JO-ANN MALMUD........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(114) LEONARD S MALMUD........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(115) THEODORE R MANN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(116) SIDNEY MARGULIES........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(117) GREGORY MARKS........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(118) DAVID G MARSHALL........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(119) ADAM P MEINSTEIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(120) SHELLEY M MENKOWITZ........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(121) JAMES M MEYER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(122) JODI K MILLER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(123) JAY B MINKOFF........................................................................
TRUSTEE
2.00
.......................1.00
X           0 0 0
(124) SARA MINKOFF........................................................................
TRUSTEE; BOARD OF DIRECTOR
5.00
.......................  
X           0 0 0
(125) NEIL J MODEL........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(126) ALAN H MOLOD........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(127) H L MONTAGUE........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(128) BARBARA MORGENSTERN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(129) ROSALIND NEFF........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(130) ROY S NEFF........................................................................
TRUSTEE; BOARD OF DIRECTOR
5.00
.......................  
X           0 0 0
(131) HOLLY NELSON........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(132) BERNARD NEWMAN........................................................................
TRUSTEE; BRD OF DIR; PRESIDENT
5.00
.......................  
X   X       0 0 0
(133) EDWARD NEWMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(134) DR ELLIOT C NORRY........................................................................
TRUSTEE
2.00
.......................0.30
X           0 0 0
(135) GAIL NORRY........................................................................
TRUSTEE; BOARD OF DIRECTOR; VP
5.00
.......................  
X   X       0 0 0
(136) SHARI J ODENHEIMER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(137) RONALD L PANITCH........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(138) RUSSELL D PAUL........................................................................
TRUSTEE
2.00
.......................1.00
X           0 0 0
(139) RAYMOND G PERELMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(140) COOKIE PERILSTEIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(141) LAWRENCE J POLLOCK........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(142) NAOMI D PRUSKY........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(143) STEPHEN E RAYNES........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(144) SUSAN RAYNOR........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(145) BETH G REISBOARD........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(146) MARY RELLES........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(147) EDWARD H ROSEN........................................................................
TRUSTEE; PAST PRESIDENT
5.00
.......................  
X           0 0 0
(148) ELLIOT ROSEN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(149) ILAN ROSENBERG........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(150) PETER ROSENBERG........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(151) JAMES A ROSENSTEIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(152) LYN M ROSS........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(153) MICHAEL J ROSS........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(154) RONALD RUBIN........................................................................
TRUSTEE; PAST PRESIDENT
5.00
.......................  
X           0 0 0
(155) RENEE G SACKEY........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(156) ELLYN G SAFT........................................................................
TRUSTEE; BRD OF DIR; SECRETARY
5.00
.......................1.00
X   X       0 0 0
(157) SHERRIE R SAVETT........................................................................
TRUSTEE; PAST PRESIDENT
5.00
.......................  
X           0 0 0
(158) CARL W SCHNEIDER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(159) MILTON S SCHNEIDER........................................................................
TRUSTEE; BOARD OF DIRECTOR
5.00
.......................  
X           0 0 0
(160) ALLAN B SCHNEIROV........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(161) MIRIAM A SCHNEIROV........................................................................
TRUSTEE; PAST PRESIDENT
5.00
.......................  
X           0 0 0
(162) JEFFREY I SCHWARTZ........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(163) ROBERT S SCHWARTZ........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(164) SUSAN G SCHWARTZ........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(165) WILLIAM M SCHWARTZ........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(166) DANIEL SEGAL........................................................................
TRUSTEE; BOARD OF DIRECTOR
5.00
.......................  
X           0 0 0
(167) BUBBLES SEIDENBERG........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(168) NANCY SELARNICK........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(169) JUDIE SHAPIRO........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(170) RAYMOND L SHAPIRO........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(171) BETSY R SHEERR........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(172) PHILIP M SHIEKMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(173) SHIRLEY R SHILS........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(174) MURRAY H SHUSTERMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(175) RITA SIEGLE........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(176) BRYNA SILVER SCOTT........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(177) MICHAEL SILVERBERG........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(178) HOWARD H SILVERMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(179) BERYL D SIMONSON........................................................................
TRUSTEE; PAST PRESIDENT
5.00
.......................  
X           0 0 0
(180) EILEEN S SKLAROFF........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(181) CONSTANCE SMUKLER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(182) PHYLLIS SOBO FISCHER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(183) MARK I SOLOMON........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(184) MURRAY M SPAIN........................................................................
TRUSTEE; BOARD OF DIRECTOR
5.00
.......................  
X           0 0 0
(185) TRACEY P SPECTER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(186) S TY STEINBERG........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(187) MITCH STERLING........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(188) JOAN N STERN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(189) JON STEVENS........................................................................
TRUSTEE
2.00
.......................1.00
X           0 0 0
(190) LEON C SUNSTEIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(191) ANDREW SZABO........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(192) MOSES M VEGH........................................................................
TRUSTEE
2.00
.......................0.30
X           0 0 0
(193) DAVID H WEINSTEIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(194) ARI Y WEINTRAUB........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(195) DAVID H WICE........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(196) JOY WILF KEISER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(197) MICHAEL B WILLNER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(198) JEFFREY S WILSON........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(199) SONIA B WOLDOW........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(200) JOSEPH M YOHLIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(201) ROBIN ZAPPIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(202) NORMAN P ZARWIN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(203) DAVID W ZELLIS........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(204) JANET ZOLOT........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(205) JEROME NACHLIS........................................................................
CHIEF FINANCIAL & ADMIN OFFICER
45.00
.......................5.00
    X       217,056 0 28,095
(206) ALEX STROKER........................................................................
FORMER INTERIM CEO/COO
45.00
.......................  
      X     160,977 0 21,346
(207) LENARD ZIMMERMAN........................................................................
FORMER CHIEF DEVELOPMENT OFFICER
45.00
.......................  
      X     213,178 0 26,210
(208) DONNA FREYMAN........................................................................
DIRECTOR OF HUMAN RESOURCES
45.00
.......................  
        X   127,183 0 40,709
(209) RACHEL GROSS........................................................................
DIR. PLANNED GIVING & ENDOWMENT
45.00
.......................0.30
        X   156,325 0 15,038
(210) DUKE NAVE........................................................................
CONTROLLER
45.00
.......................2.00
        X   149,345 0 14,280
(211) ROB QUATTRO........................................................................
DIRECTOR OF INFORMATION TECHNOLOGY
45.00
.......................  
        X   131,999 0 23,365
(212) ROBERT SELTZER........................................................................
DIRECTOR OF LEADERSHIP PHILANTHROPY
45.00
.......................  
        X   139,265 0 24,304
(213) IRA SCHWARTZ........................................................................
FORMER CEO
0.00
.......................  
          X 456,254 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 2,037,203 0 210,025
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet14
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
RENAISSANCE ADMINISTRATION LLC

6100 W 96TH ST STE 100
INDIANAPOLIS,IN46278
INVESTMENT ADMINISTRATIVE SRVCS 263,327
ANALYTIC SOLUTIONS

40 THOROUGHBRED DRIVE
HOLLAND,PA18966
INTEGRATED DATA WAREHOUSE DEV/SURVEY BLD 213,471
LCG ASSOCIATES

400 GALLERIA PARKWAY SUITE 1800
ATLANTA,GA30339
INVESTMENT CONSULTING 191,078
MAYTAV BUS COMPANY

1512 GRIFFITH STREET
PHILADELPHIA,PA19111
TRANSPORTATION SERVICES 108,084
KENCOR INC

882 MATLACK STREET SUITE C
WEST CHESTER,PA19382
ELEVATOR INSTALLATION AND SERVICE CONTRA 107,289
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet5
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 196,534
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
29,311,375
g Noncash contributions included in lines
1a-1f:$
6,035,556
h Total. Add lines 1a-1f.......MediumBullet 29,507,909
 Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet  
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 3,577,342     3,577,342
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 3,138,329  
b Less: rental expenses 3,715,942  
c Rental income or (loss) -577,613  
d Net rental income or (loss).......MediumBullet -577,613 -1,085,833 508,220  
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 4,819,692  
b Less: cost or other basis and sales expenses 0  
c Gain or (loss) 4,819,692  
d Net gain or (loss)..........MediumBullet 4,819,692     4,819,692
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a INVESTMENT INCOME FROM PARTNERSHI 900099 104,311   104,311  
b MISCELLANEOUS 900099 77,324     77,324
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 181,635
12 Total revenue. See Instructions......MediumBullet 37,508,965 -1,085,833 612,531 8,474,358
Form 990 (2014)
Form 990 (2014)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 21,720,987 21,720,987
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 176,805 176,805
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............    
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 1,391,463 212,635 578,046 600,782
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages .... 5,487,440 1,924,075 1,247,594 2,315,771
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 258,535 75,715 83,616 99,204
9 Other employee benefits ....... 602,615 123,505 163,443 315,667
10 Payroll taxes ........... 395,241 132,497 92,536 170,208
11 Fees for services (non-employees):        
a Management ...... 81,942 78,018 3,924  
b Legal ......... 48,592 5,661 42,018 913
c Accounting ........... 71,913   71,913  
d Lobbying ........... 58,181 58,181    
e Professional fundraising services. See Part IV, line 17 75,022 75,022
f Investment management fees ...... 281,647 37,595 244,052  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 274,123 214,370 7,282 52,471
12 Advertising and promotion .... 96,162 3,531 5,355 87,276
13 Office expenses ....... 364,689 96,462 198,335 69,892
14 Information technology ...... 205,383 44,439 124,697 36,247
15 Royalties ..        
16 Occupancy ........... 1,990,032 1,681,254 69,205 239,573
17 Travel ............ 145,893 32,711 37,285 75,897
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 1,123,074 298,248 52,525 772,301
20 Interest ........... 1,124,732 931,020 193,712  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 1,297,192 832,477 194,416 270,299
23 Insurance .............. 138,907 10,425 118,530 9,952
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 INTRNAL PRGM-ALLOCATION 1,938,511 1,938,511    
b INTRNAL ENDOWMENT SUPPO 1,126,099 1,126,099    
c INTRNAL PRGM-CAMPAIGN 330,097 330,097    
d RENTAL EXPENSES (INCLUD -3,715,942 -3,550,932 -165,010  
e All other expenses 172,513 172,513    
25 Total functional expenses. Add lines 1 through 24e 37,261,848 28,706,899 3,363,474 5,191,475
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 (2014)
Form 990 (2014)
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 ............. 228,828 1 133,777
2 Savings and temporary cash investments ......... 505,392 2 168,042
3 Pledges and grants receivable, net ........... 6,109,208 3 5,418,438
4 Accounts receivable, net ............. 2,416,843 4 2,516,282
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 222,158 9 234,206
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 58,063,666
b Less: accumulated depreciation ..... 10b 22,012,785 36,781,847 10c 36,050,881
11 Investments—publicly traded securities .......... 200,655,148 11 192,685,166
12 Investments—other securities. See Part IV, line 11 ..... 26,591,378 12 24,242,167
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 36,116,044 15 33,813,389
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 309,626,846 16 295,262,348
Liabilities 17 Accounts payable and accrued expenses ......... 3,136,749 17 6,167,310
18 Grants payable ................. 16,515,970 18 15,548,901
19 Deferred revenue ................ 344,150 19 284,606
20 Tax-exempt bond liabilities ............. 26,890,000 20 26,780,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 12,446,200 23 12,331,067
24 Unsecured notes and loans payable to unrelated third parties .... 4,500,000 24 1,600,000
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.................... 36,373,501 25 42,214,965
26 Total liabilities. Add lines 17 through 25......... 100,206,570 26 104,926,849
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 .............. 111,663,996 27 96,043,885
28 Temporarily restricted net assets ........... 60,961,536 28 54,939,310
29 Permanently restricted net assets ........... 36,794,744 29 39,352,304
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 ........... 209,420,276 33 190,335,499
34 Total liabilities and net assets/fund balances ........ 309,626,846 34 295,262,348
Form 990 (2014)
Form 990 (2014)
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
37,508,965
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
37,261,848
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
247,117
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
209,420,276
5
Net unrealized gains (losses) on investments ...............
5
-14,512,439
6
Donated services and use of facilities .................
6
1,076,952
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-5,896,407
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
190,335,499
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 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
JEWISH FEDERATION OF GREATER PHILADELPHIA
 
Employer identification number

23-1500085
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
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 24,662,047 57,624,996 28,155,765 38,692,159 29,507,909 178,642,876
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 24,662,047 57,624,996 28,155,765 38,692,159 29,507,909 178,642,876
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).. 12,910,202
6 Public support. Subtract line 5 from line 4. 165,732,674
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 24,662,047 57,624,996 28,155,765 38,692,159 29,507,909 178,642,876
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 6,798,494 6,340,223 7,663,265 7,580,065 6,715,671 35,097,718
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 237,652 1,473,797 294,630 627,783 612,531 3,246,393
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 587,601 7,196,557 434,113 362,390 77,324 8,657,985
11 Total support Add lines 7 through 10. 225,644,972
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
73.450 %
15
15
74.040 %
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.) ..            
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2014
(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2015. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2010 AMOUNT: $ 587,601. 2011 AMOUNT: $ 7,196,557. 2012 AMOUNT: $ 434,113. 2013 AMOUNT: $ 362,390. 2014 AMOUNT: $ 77,324.
Schedule A (Form 990 or 990-EZ) 2014

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
2014
Name of the organization
JEWISH FEDERATION OF GREATER PHILADELPHIA
 
Employer identification number

23-1500085
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
JEWISH FEDERATION OF GREATER PHILADELPHIA
 
Employer identification number

23-1500085
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


(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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
JEWISH FEDERATION OF GREATER PHILADELPHIA
 
Employer identification number

23-1500085
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
JEWISH FEDERATION OF GREATER PHILADELPHIA
 
Employer identification number

23-1500085
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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) (2014)

Additional Data


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

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

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
JEWISH FEDERATION OF GREATER PHILADELPHIA
 
Employer identification number

23-1500085
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

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

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

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

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










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2014

Schedule C (Form 990 or 990-EZ) 2014
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...... 14,545  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 43,636  
c Total lobbying expenditures (add lines 1a and 1b) ................... 58,181  
d Other exempt purpose expenditures ........................ 39,475,055  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 39,533,236  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
1,000,000  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e))
6,000,000
c Total lobbying expenditures 64,705 65,127 39,804 58,181 227,817
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))
1,500,000
f Grassroots lobbying expenditures 16,176 16,282 9,951 14,545 56,954
Schedule C (Form 990 or 990-EZ) 2014


Schedule C (Form 990 or 990-EZ) 2014
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2014

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
JEWISH FEDERATION OF GREATER PHILADELPHIA
 
Employer identification number

23-1500085
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 ......... 245 15
2 Aggregate value of contributions to (during year) 5,789,351 0
3 Aggregate value of grants from (during year) -8,124,914 -615,255
4 Aggregate value at end of year ........ 57,294,886 21,967,354
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)
Revenue 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
Revenue 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) 2014

Schedule D (Form 990) 2014
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, for escrow or custodial account liability?
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 .... 95,180,888 84,330,682 81,724,000 58,348,000 53,667,000
b Contributions ........ 4,213,805 6,958,636 2,345,612 23,571,000 2,189,000
c Net investment earnings, gains, and losses -2,401,881 12,586,219 8,161,797 5,926,000 8,497,000
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
7,057,410 8,145,364 7,374,306 5,596,000 5,553,000
f Administrative expenses .... 638,054 549,285 526,421 525,000 452,000
g End of year balance ...... 89,297,348 95,180,888 84,330,682 81,724,000 58,348,000
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet42.860 %
b
Permanent endowment SchDMd Bullet44.070 %
c
Temporarily restricted endowment SchDMd Bullet13.070 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   7,054,520 7,054,520
b Buildings ................   46,787,739 18,736,332 28,051,407
c Leasehold improvements ............        
d Equipment ................   4,221,407 3,276,453 944,954
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 36,050,881
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) STATE OF ISRAEL BONDS
2,308,568 F

(B) OTHER INVESTMENTS
21,933,599 F







Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 24,242,167
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) ASSETS HELD UNDER CRT AGREEMENTS 2,691,242
(2) NON-PARTICIPATING ASSETS 28,166,174
(3) OTHER ASSETS 2,955,973






Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 33,813,389
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  
DONOR DESIGNATED LIABILITIES 549,169
LIABILITIES UNDER CGA'S 3,244,287
OTHER NON-CURRENT LIABILITIES 3,118,889
LIABILITIES UNDER REVOCABLE TRUSTS 12,714,376
LIABILITIES UNDER CRT AGREEMENTS 1,454,858
INVESTMENT IN EXPONENT 2,714,825
ACCRUED PENSION BENEFIT COST 18,418,561


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 42,214,965
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) 2014

Schedule D (Form 990) 2014
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 28,292,714
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -14,512,439
b Donated services and use of facilities ......... 2b 1,076,952
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 1,089,431
e Add lines 2a through 2d ..................... 2e -12,346,056
3 Subtract line 2e from line 1..................... 3 40,638,770
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 -3,129,805
c Add lines 4a and 4b....................... 4c -3,129,805
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 37,508,965
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 47,377,491
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 1,076,952
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 9,320,338
e Add lines 2a through 2d...................... 2e 10,397,290
3 Subtract line 2e from line 1..................... 3 36,980,201
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 281,647
c Add lines 4a and 4b....................... 4c 281,647
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 37,261,848
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: THE JEWISH FEDERATION ENDOWMENT FUNDS ARE INTENDED TO SUPPORT AND PROVIDE A SECURE FINANCIAL FOUNDATION FOR THE JEWISH COMMUNITY OF GREATER PHILADELPHIA. THE JEWISH FEDERATION IS DEDICATED TO CREATING PERMANENT ASSETS TO PROVIDE THE COMMUNITY WITH THE RESOURCES NECESSARY TO SUPPORT A FLOURISHING JEWISH COMMUNITY, NOW AND IN THE FUTURE. OUR ENDOWMENT FUNDS DIRECTLY SUPPORT JEWISH FEDERATION'S ANNUAL CAMPAIGN AND PRIORITIES IN OUR LOCAL JEWISH COMMUNITY, IN ISRAEL AND THROUGHOUT THE WORLD. THE ENDOWMENT FUNDS ALSO SUPPORT LOCAL AGENCIES, SYNAGOGUES, SCHOOLS, NATIONAL JEWISH ORGANIZATIONS AND GENERAL CHARITABLE ORGANIZATIONS.
PART X, LINE 2: THE ORGANIZATION ADOPTED ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS INTERPRETATION CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM STANDARD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE JEWISH FEDERATION AND THE JEWISH EXPONENT HAVE NOT TAKEN ANY UNCERTAIN TAX POSITION THAT SHOULD BE ACCOUNTED FOR UNDER ASC 740. MANAGEMENT BELIEVES THAT THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS ENDED ON OR PRIOR TO AUGUST 31, 2011. HOWEVER, TO THE EXTENT NET OPERATING LOSS CARRY-FORWARDS ARE UTILIZED IN THE FUTURE, THESE LOSSES MAY STILL BE ADJUSTED UPON EXAMINATION.
PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF NON-PARTICIPATING ASSETS 1,974,986. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -95,923. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES 176,169. EQUITY IN EARNINGS OF EXPONENT -684,154. INVESTMENT MANAGEMENT FEES SHOWN AS EXPENSE -281,647.
PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL INCOME RECORDED AS EXPENSE 481,826. RENTAL EXPENSE RECLASSES -3,715,942. INVESTMENT INCOME FROM PARTNERSHIPS 104,311.
PART XII, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLES 646,505. RENTAL EXPENSE RECLASSES 3,715,942. RENTAL INCOME RECORDED AS EXPENSE -481,826. FORFEITED GRANTS -213,497. PENSION RELATED CHANGES OTHER THAN PERIODIC COSTS 5,703,582. GAIN ON INTEREST RATE SWAP -50,368.
PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES SHOWN AS EXPENSE 281,647.
Schedule D (Form 990) 2014

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 Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
JEWISH FEDERATION OF GREATER PHILADELPHIA
 
Employer identification number

23-1500085
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 1 1 PROGRAM SERVICE ACTIVITY CENTER FOR ISRAEL & OVERSEAS - ISRAEL OFFICE 142,642
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   20,457,441
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 1 1 20,600,083
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 1 1 20,600,083
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
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)
(a)(c) Region (b)(d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014Page 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) 2014
Schedule F (Form 990) 2014
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; do not file with Form 990)............................
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; do not file with Form 990).....................................
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
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
PART I, LINE 2: JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) ADOPTED A PROCEDURE FOR ASSISTING JEWISH FEDERATIONS IN MAKING FOREIGN GRANTS WHICH DO NOT HAVE AN "AMERICAN FRIENDS OF" OFFICE WHICH IS A PUBLIC CHARITY LISTED WITH THE IRS. JEWISH FEDERATION DISTRIBUTES ALL FOREIGN GRANTS FROM DONOR-ADVISED, ENDOWMENT AND OTHER FUNDS IN ACCORDANCE WITH JFNA'S POLICY AS FOLLOWS: 1. UPON RECEIPT OF A RECOMMENDATION FOR A GRANT FROM A DONOR-ADVISED FUND OR OTHER SOURCE FOR A FOREIGN GRANT, JEWISH FEDERATION WILL SEND A LETTER VIA EMAIL TO ISRAELGRANTS@JEWISHFEDERATIONS.ORG OR BY MAIL TO THE ADDRESS BELOW RELAYING THE NAME OF THE PROPOSED GRANTEE, CHECK NUMBER OR WIRE DATE AND THE AMOUNT AND PURPOSE OF THE GRANT TO JFNA. SONIA SANTOS THE JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK, NY 10004 2. JFNA FORWARDS THE LETTER, WHICH CONTAINS ALL REQUIRED INFORMATION AND RECOMMENDATION, TO THE UNITED ISRAEL APPEAL ("UIA") WHICH CONDUCTS A PRE-GRANT REVIEW. AS PART OF THE PRE-GRANT REVIEW, UIA DETERMINES WHETHER OR NOT THE GRANT WILL BE USED FOR CHARITABLE PURPOSES AND CONFIRMS THAT THE CHARITY IS QUALIFIED TO RECEIVE SUCH GRANT. UIA ALSO REQUIRES THE BENEFICIARY TO SUBMIT OR UPDATE ALL THE REQUIRED LEGAL DOCUMENTS. 3. BASED UPON THE RESULTS OF THE UIA REVIEW, JFNA IS INFORMED THAT THE RECOMMENDATION IS APPROVED. IF THE JEWISH FEDERATION CHECK OR WIRE WAS SENT WITH THE LETTER, JFNA INFORMS THE JEWISH FEDERATION THAT THE GRANT WAS APPROVED, DEPOSITS THE CHECK OR ACCEPTS THE WIRE AND SUBSEQUENTLY, WIRES THE FUNDS TO UIA FOR DISTRIBUTION TO THE FOREIGN GRANT RECIPIENT. IF THE CHECK OR WIRE WAS NOT SENT, JFNA INFORMS THE JEWISH FEDERATION THE GRANT WAS APPROVED AND REQUESTS THAT THE CHECK OR WIRE BE SENT. GIVEN THE PRIOR INVESTIGATION BY UIA, IT IS ANTICIPATED THAT THESE RECOMMENDATIONS WILL GENERALLY BE APPROVED AND THE INITIATING JEWISH FEDERATION WILL BE ADVISED THAT THE GRANT HAS BEEN APPROVED. IF THE RECOMMENDATION IS DECLINED, JFNA WILL NOTIFY THE JEWISH FEDERATION AND THE FUNDS WILL BE RETURNED TO JEWISH FEDERATION. IF THE RECOMMENDATION IS DECLINED AND THE DOLLARS SENT TO JFNA WERE FROM A DONOR-ADVISED FUND OR OTHER ENDOWMENT FUND, THE DOLLARS WILL BE RETURNED TO THE JEWISH FEDERATION FOR CREDIT TO THE APPROPRIATE FUND. 4. JFNA AND UIA WILL RETAIN THE NECESSARY DOCUMENTATION TO SATISFY IRS REPORTING AND RECORDKEEPING REQUIREMENTS FOR THE FOREIGN GRANT AND UIA WILL REPORT THE FOREIGN GRANT ON ITS FORM 990. 5. JEWISH FEDERATION REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (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 THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) - BOTH 501(C)(3) ORGANIZATIONS -- EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2014
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 arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
JEWISH FEDERATION OF GREATER PHILADELPHIA
 
Employer identification number

23-1500085
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
 
SIEGEL MARKETING GROUP
PO BOX 686598
 
CHICAGO, IL60695
TELEMARKETING SOLICITATIONS   No 148,318 76,644 71,674
             
             
             
             
             
             
             
             
             
Total .................right arrow 148,318 76,644 71,674
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.
PA, NJ, NY, FL, CA
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
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

 
(event type)
(b) Event #2

 
(event type)
(c) Other events

 
(total number)
(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . .        
2 Less: Contributions . .        
3 Gross income (line 1
minus line 2) . . .
       
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages .        
8 Entertainment . . .        
9 Other direct expenses .        
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow  
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 conducts gaming activities:
a
Is the organization licensed to conduct 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) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct 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 activities conducted 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 provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2014
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
2014
Open to Public
Inspection
Name of the organization
JEWISH FEDERATION OF GREATER PHILADELPHIA
 
Employer identification number
23-1500085
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 Domestic Organizations and Domestic Governments. 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 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) A BETTER CHANCE IN LOWER MERION INC
PO BOX 213
ARDMORE,PA19003
23-1917466 501(C)(3) 6,150       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(2) AAUW MAKEFIELD AREA BRANCH PA INC
178 FORREST DRIVE
HOLLAND,PA18966
46-3627182 501(C)(3) 15,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(3) ABRAMS HEBREW ACADEMY
31 WEST COLLEGE AVENUE
YARDLEY,PA19067
21-6001415 501(C)(3) 99,496       GENERAL AND/OR PROGRAM SUPPORT
(4) ABRAMS HEBREW ACADEMY
31 WEST COLLEGE AVENUE
YARDLEY,PA19067
21-6001415 501(C)(3) 7,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(5) ADOPT-AN-AUTHOR INC
9447 COVENTRY LAKE COURT
WEST PALM BEACH,FL33411
14-1844572 501(C)(3) 6,000       GENERAL AND/OR PROGRAM SUPPORT
(6) ADVANCING WOMEN PROFESSIONALS AND THE JEWISH COMMUNITY INC
520 EIGHTH AVENUE
NEW YORK,NY10018
13-4190787 501(C)(3) 6,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(7) ADVOCATES FOR THE JEWISH MENTALLY ILL (AJMI)
PO BOX 52730
PHILADELPHIA,PA191157730
23-2666629 501(C)(3) 10,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(8) ALBERT EINSTEIN MEDICAL CENTER
5501 OLD YORK ROAD
PHILADELPHIA,PA191413018
23-1396794 501(C)(3) 4,131       GENERAL AND/OR PROGRAM SUPPORT
(9) ALBERT EINSTEIN MEDICAL CENTER
5501 OLD YORK ROAD
PHILADELPHIA,PA191413018
23-1396794 501(C)(3) 27,850       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(10) ALLIANCE FOR CONTINUING RABBINIC EDUCATION LTD
1212 MELROSE AVENUE
MELROSE PARK,PA19027
27-5247875 501(C)(3) 20,000       GENERAL AND/OR PROGRAM SUPPORT
(11) AMERICAN ASSOCIATES BEN-GURION UNIVERSITY OF THE NEGEV INC
1001 AVENUE OF THE AMERICAS
NEW YORK,NY10018
23-7270753 501(C)(3) 10,500       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(12) AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC
633 THIRD AVENUE 20TH FL
NEW YORK,NY10017
13-1623886 501(C)(3) 4,930       GENERAL AND/OR PROGRAM SUPPORT
(13) AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC
633 THIRD AVENUE 20TH FL
NEW YORK,NY10017
13-1623886 501(C)(3) 4,800       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(14) AMERICAN FRIENDS OF LEKET ISRAEL INC
PO BOX 2090
TEANECK,NJ076661490
20-8202424 501(C)(3) 31,250       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(15) AMERICAN FRIENDS OF MAGEN DAVID ADOM
352 7TH AVENUE 4TH FLOOR
NEW YORK,NY100015012
13-1790719 501(C)(3) 20,600       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(16) AMERICAN FRIENDS OF MOSDOS BOSTON IN ISRAEL INC
1907 AVENUE I
BROOKLYN,NY11230
11-3365229 501(C)(3) 10,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(17) AMERICAN FRIENDS OF NISHMAT
ONE UNIVERSITY PLAZA
HACKENSACK,NJ07601
04-3106173 501(C)(3) 1,800       GENERAL AND/OR PROGRAM SUPPORT
(18) AMERICAN FRIENDS OF NISHMAT
ONE UNIVERSITY PLAZA
HACKENSACK,NJ07601
04-3106173 501(C)(3) 4,100       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(19) AMERICAN FRIENDS OF THE ISRAEL MUSEUM
500 FIFTH AVENUE SUITE 2540
NEW YORK,NY10110
23-7182582 501(C)(3) 10,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(20) AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREET
NEW YORK,NY10022
13-5563393 501(C)(3) 1,198       GENERAL AND/OR PROGRAM SUPPORT
(21) AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREET
NEW YORK,NY10022
13-5563393 501(C)(3) 5,200       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(22) AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 THIRD AVENUE 10TH FLOOR
NEW YORK,NY10017
13-1656634 501(C)(3) 52,500       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(23) AMERICAN NATIONAL RED CROSS
2025 E STREET
WASHINGTON,DC20006
53-0196605 501(C)(3) 5,500       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(24) AMERICAN SOCIETY FOR TECHNION
55 EAST 59TH STREET
NEW YORK,NY10022
13-0434195 501(C)(3) 4,930       GENERAL AND/OR PROGRAM SUPPORT
(25) AMERICAN SOCIETY FOR TECHNION
55 EAST 59TH STREET
NEW YORK,NY10022
13-0434195 501(C)(3) 16,700       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(26) ANTI-DEFAMATION LEAGUE FOUNDATION
605 THIRD AVENUE
NEW YORK,NY101583560
13-2887439 501(C)(3) 553,498       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(27) ANTI-DEFAMATION LEAGUE OF B'NAI B'RITH
605 THIRD AVENUE
NEW YORK,NY10158
13-1818723 501(C)(3) 4,930       GENERAL AND/OR PROGRAM SUPPORT
(28) ANTI-DEFAMATION LEAGUE OF B'NAI B'RITH
605 THIRD AVENUE
NEW YORK,NY10158
13-1818723 501(C)(3) 40,900       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(29) BENCHMARK SCHOOL
2107 NORTH PROVIDENCE ROAD
MEDIA,PA19063
23-1728895 501(C)(3) 6,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(30) BETH DAVID REFORM CONGREGATION
1130 VAUGHAN LANE
GLADWYNE,PA190351394
23-6000908 501(C)(3) 51,500       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(31) BETH SHOLOM CONGREGATION
8231 OLD YORK ROAD
ELKINS PARK,PA19027
02-0806071 501(C)(3) 427       GENERAL AND/OR PROGRAM SUPPORT
(32) BETH SHOLOM CONGREGATION
8231 OLD YORK ROAD
ELKINS PARK,PA19027
02-0806071 501(C)(3) 27,490       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(33) BIRTHRIGHT ISRAEL FOUNDATION
33 EAST 33RD STREET 7TH FLOOR
NEW YORK,NY10016
13-4092050 501(C)(3) 118,660       GENERAL AND/OR PROGRAM SUPPORT
(34) BIRTHRIGHT ISRAEL FOUNDATION
33 EAST 33RD STREET 7TH FLOOR
NEW YORK,NY10016
13-4092050 501(C)(3) 10,550       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(35) B'NAI B'RITH YOUTH ORGANIZATION
2020 K ST NW SUITE 7400
WASHINGTON,DC20006
31-1794932 501(C)(3) 4,930       GENERAL AND/OR PROGRAM SUPPORT
(36) B'NAI B'RITH YOUTH ORGANIZATION
2020 K ST NW SUITE 7400
WASHINGTON,DC20006
31-1794932 501(C)(3) 100       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(37) BOARD OF RABBIS OF GREATER PHILADELPHIA
2100 ARCH STREET FL 3
PHILADELPHIA,PA19103
23-1571787 501(C)(3) 20,000       GENERAL AND/OR PROGRAM SUPPORT
(38) BOY SCOUTS OF AMERICA
1485 VALLEY FORGE ROAD
WAYNE,PA19087
23-1352052 501(C)(3) 15,000       GENERAL AND/OR PROGRAM SUPPORT
(39) BOYS LATIN OF PHILADELPHIA CHARTER SCHOOL
5501 CEDAR AVENUE
PHILADELPHIA,PA19143
20-3597185 501(C)(3) 15,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(40) BROWN UNIVERSITY
PO BOX 1889
PROVIDENCE,RI02912
05-0258809 501(C)(3) 8,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(41) CRIB - EFRAT (COMMITTEE FOR THE RESCUE OF ISRAEL'S BABIES)
333 WEST 86TH STREET SUITE 1003
NEW YORK,NY10024
22-3431457 501(C)(3) 50,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(42) CAMP RAMAH IN THE POCONOS
2100 ARCH STREET
PHILADELPHIA,PA19103
23-1607236 501(C)(3) 1,533       GENERAL AND/OR PROGRAM SUPPORT
(43) CAMP RAMAH IN THE POCONOS
2100 ARCH STREET
PHILADELPHIA,PA19103
23-1607236 501(C)(3) 318,720       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(44) CENTRAL FUND OF ISRAEL
980 AVE OF THE AMERICAS STE 3RD FL
NEW YORK,NY10018
13-2992985 501(C)(3) 5,400       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(45) CHABAD LUBAVITCH OF BERKS COUNTY INC
2320 HAMPDEN BLVD
READING,PA19604
20-5494687 501(C)(3) 12,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(46) CHALLAH FOR HUNGER
1701 WALNUT ST 7TH FLOOR
PHILADELPHIA,PA19103
26-1540827 501(C)(3) 14,500       GENERAL AND/OR PROGRAM SUPPORT
(47) CHEDER CHABAD OF PHILADELPHIA
625 MONTGOMERY AVENUE
MERION STATION,PA19010
27-0854753 501(C)(3) 30,068       GENERAL AND/OR PROGRAM SUPPORT
(48) CHILDREN'S VILLAGE INC
ONE ECHO HILLS
DOBBS FERRY,NY10522
13-1739945 501(C)(3) 10,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(49) COLEL CHABAD
478 ALBANY AVENUE APT 47
BROOKLYN,NY11203
11-3254483 501(C)(3) 5,950       GENERAL AND/OR PROGRAM SUPPORT
(50) COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC
126 HIGH STREET
BOSTON,MA02110
04-2103559 501(C)(3) 10,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(51) CONGREGATION ADATH JESHURUN
7763 OLD YORK ROAD
ELKINS PARK,PA19027
23-1484192 501(C)(3) 4,930       GENERAL AND/OR PROGRAM SUPPORT
(52) CONGREGATION ADATH JESHURUN
7763 OLD YORK ROAD
ELKINS PARK,PA19027
23-1484192 501(C)(3) 11,826       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(53) CONGREGATION BETH OR
239 WELSH ROAD
MAPLE GLEN,PA19002
23-6005909 501(C)(3) 29,505       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(54) CONGREGATION OHEV SHALOM
2 CHESTER ROAD
WALLINGFORD,PA19086
23-1457981 501(C)(3) 10,672       GENERAL AND/OR PROGRAM SUPPORT
(55) CONGREGATION OHEV SHALOM
2 CHESTER ROAD
WALLINGFORD,PA19086
23-1457981 501(C)(3) 750       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(56) CONGREGATION RODEPH SHALOM
615 NORTH BROAD STREET
PHILADELPHIA,PA191232495
23-1365228 501(C)(3) 1,510       GENERAL AND/OR PROGRAM SUPPORT
(57) CONGREGATION RODEPH SHALOM
615 NORTH BROAD STREET
PHILADELPHIA,PA191232495
23-1365228 501(C)(3) 49,600       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(58) CYSTIC FIBROSIS FOUNDATION
2004 SPROUL ROAD 208
BROOMALL,PA19008
23-2573569 501(C)(3) 16,000       GENERAL AND/OR PROGRAM SUPPORT
(59) CYSTIC FIBROSIS FOUNDATION
2004 SPROUL ROAD 208
BROOMALL,PA19008
23-2573569 501(C)(3) 200       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(60) DOCTORS WITHOUT BORDERS USA INC
333 7TH AVE 2ND FLOOR
NEW YORK,NY100015004
13-3433452 501(C)(3) 318       GENERAL AND/OR PROGRAM SUPPORT
(61) DOCTORS WITHOUT BORDERS USA INC
333 7TH AVE 2ND FLOOR
NEW YORK,NY100015004
13-3433452 501(C)(3) 8,250       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(62) DREXEL UNIVERSITY
3141 CHESTNUT STREET
PHILADELPHIA,PA191042785
23-1352630 501(C)(3) 250,000       GENERAL AND/OR PROGRAM SUPPORT
(63) DREXEL UNIVERSITY
3141 CHESTNUT STREET
PHILADELPHIA,PA191042785
23-1352630 501(C)(3) 32,750       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(64) ELI-AMERICAN FRIENDS OF THE ISRAEL ASSOCIATION FOR CHILD PROTECTION INC
1009 DELENE ROAD
RYDAL,PA19046
52-2171745 501(C)(3) 1,250       GENERAL AND/OR PROGRAM SUPPORT
(65) ELI-AMERICAN FRIENDS OF THE ISRAEL ASSOCIATION FOR CHILD PROTECTION INC
1009 DELENE ROAD
RYDAL,PA19046
52-2171745 501(C)(3) 7,300       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(66) FEDERATION EARLY LEARNING SERVICE (FELS)
10700 JAMISON AVE
PHILADELPHIA,PA19116
23-1352554 501(C)(3) 12,546       GENERAL AND/OR PROGRAM SUPPORT
(67) FEDERATION EARLY LEARNING SERVICE (FELS)
10700 JAMISON AVE
PHILADELPHIA,PA19116
23-1352554 501(C)(3) 19,700       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(68) FEDERATION HOUSING INC
8900 ROOSEVELT BOULEVARD
PHILADELPHIA,PA19115
23-1733766 501(C)(3) 151,083       GENERAL AND/OR PROGRAM SUPPORT
(69) FEDERATION HOUSING INC
8900 ROOSEVELT BOULEVARD
PHILADELPHIA,PA19115
23-1733766 501(C)(3) 25,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(70) FEMALE HEBREW BENEVOLENT SOCIETY
2125 DELANCEY PLACE
PHILADELPHIA,PA19103
23-6269039 501(C)(3) 26,471       GENERAL AND/OR PROGRAM SUPPORT
(71) FEMALE HEBREW BENEVOLENT SOCIETY
2125 DELANCEY PLACE
PHILADELPHIA,PA19103
23-6269039 501(C)(3) 6,400       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(72) FREE LIBRARY OF PHILADELPHIA FOUNDATION
1901 VINE STREET SUITE 111
PHILADELPHIA,PA19103
52-1173474 501(C)(3) 56       GENERAL AND/OR PROGRAM SUPPORT
(73) FREE LIBRARY OF PHILADELPHIA FOUNDATION
1901 VINE STREET SUITE 111
PHILADELPHIA,PA19103
52-1173474 501(C)(3) 11,900       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(74) FRIENDS CENTRAL SCHOOL
1101 CITY AVENUE
WYNNEWOOD,PA19096
23-1352636 501(C)(3) 8,611       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(75) FRIENDS OF MCGILL UNIVERSITY
PO BOX 372
NEW ROCHELLE,NY10804
23-7054819 501(C)(3) 50,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(76) FRIENDS OF MIDRESHET YEUD INC
3145 CONEY ISLAND AVENUE
BROOKLYN,NY11235
27-3709057 501(C)(3) 5,750       GENERAL AND/OR PROGRAM SUPPORT
(77) FRIENDS OF THE ARAVA INSTITUTE
896 BEACON STREET
BOSTON,MA02215
11-3485736 501(C)(3) 33,900       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(78) FRIENDS OF THE ISRAEL DEFENSE FORCES (IDF)
1430 BROADWAY
NEW YORK,NY10018
13-3156445 501(C)(3) 6,780       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(79) FRIENDS OF THE MICANOPY LIBRARY INC
PO BOX 476
MICANOPY,FL32667
23-7335368 501(C)(3) 6,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(80) FRIENDS OF YAD LAKASHISHLIFELINE FOR THE OLD
PO BOX 494
ENGLEWOOD,NJ07631
76-0734439 501(C)(3) 14,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(81) GERMANTOWN ACADEMY
PO BOX 287
FORT WASHINGTON,PA19034
23-1352639 501(C)(3) 7,500       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(82) GERMANTOWN JEWISH CENTRE
400 WEST ELLET STREET
PHILADELPHIA,PA19119
23-1396831 501(C)(3) 25,782       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(83) GERSHMAN Y
401 SOUTH BROAD STREET
PHILADELPHIA,PA19147
23-1352242 501(C)(3) 68,633       GENERAL AND/OR PROGRAM SUPPORT
(84) GERSHMAN Y
401 SOUTH BROAD STREET
PHILADELPHIA,PA19147
23-1352242 501(C)(3) 7,200       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(85) GIVEWELL
182 HOWARD STREET 208
SAN FRANCISCO,CA94105
20-8625442 501(C)(3) 7,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(86) GOLDEN SLIPPER CENTER FOR SENIORS
3901 CONSHOHOCKEN AVENUE
PHILADELPHIA,PA19131
23-2793956 501(C)(3) 20,939       GENERAL AND/OR PROGRAM SUPPORT
(87) GOLDEN SLIPPER CENTER FOR SENIORS
3901 CONSHOHOCKEN AVENUE
PHILADELPHIA,PA19131
23-2793956 501(C)(3) 1,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(88) GOLDEN SLIPPER CLUB CAMP
215 N PRESIDENTIAL BLVD 1ST FLOOR
BALA CYNWYD,PA19004
23-1312911 501(C)(3) 25,500       GENERAL AND/OR PROGRAM SUPPORT
(89) GRATZ COLLEGE
7605 OLD YORK ROAD
MELROSE PARK,PA19027
23-1352642 501(C)(3) 506,739       GENERAL AND/OR PROGRAM SUPPORT
(90) GRATZ COLLEGE
7605 OLD YORK ROAD
MELROSE PARK,PA19027
23-1352642 501(C)(3) 13,200       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(91) GREATER PHILADELPHIA URBAN AFFAIRS COALITION
1207 CHESTNUT STREET
PHILADELPHIA,PA19107
23-7046393 501(C)(3) 5,056       GENERAL AND/OR PROGRAM SUPPORT
(92) GUESS WHO'S COMING TO SHABBAS INC
121 GREEN VALLEY CIRCLE
DRESHER,PA19025
46-4123305 501(C)(3) 10,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(93) GUIDELINE SERVICES
754 SOUTH 9TH STREET
PHILADELPHIA,PA19147
22-2464029 501(C)(3) 6,400       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(94) HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC
50 W 58TH STREET
NEW YORK,NY10019
13-1656651 501(C)(3) 39,266       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(95) HANAHAU'OLI SCHOOL
1922 MAKIKI STREET
HONOLULU,HI96822
99-0074143 501(C)(3) 27,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(96) HAR ZION TEMPLE
1500 HAGYS FORD ROAD
PENN VALLEY,PA190721195
23-1365242 501(C)(3) 32,336       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(97) HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA INC
2100 ARCH STREET 3RD FLOOR
PHILADELPHIA,PA19103
23-1405597 501(C)(3) 58,669       GENERAL AND/OR PROGRAM SUPPORT
(98) HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA INC
2100 ARCH STREET 3RD FLOOR
PHILADELPHIA,PA19103
23-1405597 501(C)(3) 3,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(99) HILLEL OF GREATER PHILADELPHIA
215 SOUTH 39TH STREET
PHILADELPHIA,PA19104
23-1365179 501(C)(3) 475,700       GENERAL AND/OR PROGRAM SUPPORT
(100) HILLEL OF GREATER PHILADELPHIA
215 SOUTH 39TH STREET
PHILADELPHIA,PA19104
23-1365179 501(C)(3) 45,598       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(101) HILLSIDE SCHOOL
404 ROBIN HILL STREET
MARLBOROUGH,MA01752
04-2111216 501(C)(3) 10,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(102) HOLOCAUST AWARENESS MUSEUM AND EDUCATION CENTER
10100 JAMISON AVENUE
PHILADELPHIA,PA19116
23-1969470 501(C)(3) 1,030       GENERAL AND/OR PROGRAM SUPPORT
(103) HOLOCAUST AWARENESS MUSEUM AND EDUCATION CENTER
10100 JAMISON AVENUE
PHILADELPHIA,PA19116
23-1969470 501(C)(3) 28,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(104) IS KOSLOFF TORAH ACADEMY HIGH SCHOOL FOR GIRLS
50 MONTGOMERY AVENUE
BALA CYNWYD,PA19004
45-2611143 501(C)(3) 56,778       GENERAL AND/OR PROGRAM SUPPORT
(105) IMAJNZ FOUNDATION
7254 WILLOW LANE
AMBLER,PA19002
26-4506427 501(C)(3) 27,500       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(106) INTERFAITH CENTER OF GREATER PHILADELPHIA
100 W OXFORD ST SUITE E-1300
PHILADELPHIA,PA19122
05-0597080 501(C)(3) 13,300       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(107) INTERFAITH FAMILYPHILADELPHIA
2100 ARCH STREET
PHILADELPHIA,PA19103
36-3656836 501(C)(3) 21,800       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(108) INTERFAITHFAMILY COM INC
90 OAK STREET
NEWTON,MA02464
04-3577816 501(C)(3) 32,000       GENERAL AND/OR PROGRAM SUPPORT
(109) INTERNATIONAL DOCUMENTARY ASSOCIATION
3470 WILSHIRE BLVD SUITE 980
LOS ANGELES,CA90010
95-3911227 501(C)(3) 7,800       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(110) IOLANI SCHOOL
563 KAMOKU ST
HONOLULU,HI96826
99-0073502 501(C)(3) 25,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(111) ISRAEL GUIDE DOG CENTER FOR THE BLIND
968 EASTON RD STE H
WARRINGTON,PA18976
23-2519029 501(C)(3) 10,367       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(112) JACK M BARRACK HEBREW ACADEMY
272 SOUTH BRYN MAWR AVENUE
BRYN MAWR,PA190102105
23-1352614 501(C)(3) 752,648       GENERAL AND/OR PROGRAM SUPPORT
(113) JACK M BARRACK HEBREW ACADEMY
272 SOUTH BRYN MAWR AVENUE
BRYN MAWR,PA190102105
23-1352614 501(C)(3) 30,050       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(114) JCC KAISERMAN
45 HAVERFORD ROAD
WYNNEWOOD,PA19096
27-0841715 501(C)(3) 6,957       GENERAL AND/OR PROGRAM SUPPORT
(115) JCC KAISERMAN
46 HAVERFORD ROAD
WYNNEWOOD,PA19096
27-0841715 501(C)(3) 58,864       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(116) JEVS HUMAN SERVICES
1845 WALNUT STREET 7TH FLOOR
PHILADELPHIA,PA19103
23-1352118 501(C)(3) 643,930       GENERAL AND/OR PROGRAM SUPPORT
(117) JEVS HUMAN SERVICES
1845 WALNUT STREET 7TH FLOOR
PHILADELPHIA,PA19103
23-1352118 501(C)(3) 21,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(118) JEWISH FAMILY AND CHILDREN'S SERVICE OF GREATER PHILADELPHIA
2100 ARCH STREET 5TH FLOOR
PHILADELPHIA,PA19103
23-1352026 501(C)(3) 1,530,369       GENERAL AND/OR PROGRAM SUPPORT
(119) JEWISH FAMILY AND CHILDREN'S SERVICE OF GREATER PHILADELPHIA
2100 ARCH STREET 5TH FLOOR
PHILADELPHIA,PA19103
23-1352026 501(C)(3) 39,140       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(120) JEWISH FEDERATION OF PALM BEACH COUNTY
4601 COMMUNITY DRIVE
WEST PALM BEACH,FL334172760
59-0948696 501(C)(3) 37,750       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(121) JEWISH FEDERATION OF SOUTHERN NEW JERSEY
1301 SPRINGDALE ROAD SUITE 200
CHERRY HILL,NJ080032761
21-0634489 501(C)(3) 7,922       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(122) JEWISH FEDERATION OF THE LEHIGH VALLEY
702 N 22ND ST
ALLENTOWN,PA18104
23-6396949 501(C)(3) 10,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(123) JEWISH LEARNING VENTURE
7607 OLD YORK ROAD
MELROSE PARK,PA19027
23-2473518 501(C)(3) 932,095       GENERAL AND/OR PROGRAM SUPPORT
(124) JEWISH LEARNING VENTURE
7607 OLD YORK ROAD
MELROSE PARK,PA19027
23-2473518 501(C)(3) 8,350       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(125) JEWISH NATIONAL FUND
42 EAST 69TH STREET
NEW YORK,NY10021
13-1659627 501(C)(3) 4,930       GENERAL AND/OR PROGRAM SUPPORT
(126) JEWISH NATIONAL FUND
42 EAST 69TH STREET
NEW YORK,NY10021
13-1659627 501(C)(3) 73,058       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(127) JEWISH ORTHODOX FEMINIST ALLIANCE INC
520 8TH AVE 4TH FLOOR
NEW YORK,NY10018
52-2106560 501(C)(3) 5,800       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(128) JEWISH RELIEF AGENCY
200 MONUMENT ROAD SUITE 8
BALA CYNWYD,PA19004
26-2578017 501(C)(3) 151,208       GENERAL AND/OR PROGRAM SUPPORT
(129) JEWISH RELIEF AGENCY
200 MONUMENT ROAD SUITE 8
BALA CYNWYD,PA19004
26-2578017 501(C)(3) 14,658       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(130) JEWISH THEOLOGICAL SEMINARY
3080 BROADWAY
NEW YORK,NY100274650
13-0887640 501(C)(3) 4,930       GENERAL AND/OR PROGRAM SUPPORT
(131) JEWISH THEOLOGICAL SEMINARY
3080 BROADWAY
NEW YORK,NY100274650
13-0887640 501(C)(3) 7,280       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(132) JUDITH CREED HOMES FOR ADULT INDEPENDENCE (JCHAI)
274 S BRYN MAWR AVENUE
BRYN MAWR,PA19010
23-2493728 501(C)(3) 53,000       GENERAL AND/OR PROGRAM SUPPORT
(133) JUDITH CREED HOMES FOR ADULT INDEPENDENCE (JCHAI)
274 S BRYN MAWR AVENUE
BRYN MAWR,PA19010
23-2493728 501(C)(3) 7,800       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(134) JUPITER MEDICAL CENTER FOUNDATION INC
1210 SOUTH OLD DIXIE HIGHWAY
JUPITER,FL33458
65-0132406 501(C)(3) 12,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(135) JUVENILE DIABETES RESEARCH FOUNDATION
225 CITY LINE AVENUE SUITE 104
BALA CYNWYD,PA19004
23-1907729 501(C)(3) 9,350       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(136) KENESETH ISRAEL REFORM CONGREGATION
8339 OLD YORK ROAD
ELKINS PARK,PA19027
23-1365269 501(C)(3) 24,666       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(137) KING & LOW-HEYWOOD THOMAS SCHOOLS INC
1450 NEWFIELD AVENUE
STAMFORD,CT06905
06-1229222 501(C)(3) 50,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(138) KIVUNIM
300 CENTRAL PARK WEST SUITE 12J2
NEW YORK,NY10024
57-1148733 501(C)(3) 30,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(139) KLEINLIFE
10100 JAMISON AVENUE
PHILADELPHIA,PA19116
27-0840848 501(C)(3) 1,059,374       GENERAL AND/OR PROGRAM SUPPORT
(140) KLEINLIFE
10100 JAMISON AVENUE
PHILADELPHIA,PA19116
27-0840848 501(C)(3) 13,500       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(141) KOHELET YESHIVA HIGH SCHOOL
223 NORTH HIGHLAND AVENUE
MERION STATION,PA19066
23-2915026 501(C)(3) 102,422       GENERAL AND/OR PROGRAM SUPPORT
(142) KOHELET YESHIVA HIGH SCHOOL
223 NORTH HIGHLAND AVENUE
MERION STATION,PA19066
23-2915026 501(C)(3) 31,880       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(143) LANKENAU MEDICAL CENTER FOUNDATION
100 EAST LANCASTER AVENUE
WYNNEWOOD,PA19096
23-2176723 501(C)(3) 64,650       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(144) LEHIGH UNIVERSITY
27 MEMORIAL DRIVE WEST
BETHLEHEM,PA18015
24-0795445 501(C)(3) 10,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(145) LIVING BEYOND BREAST CANCER
40 MONUMENT ROAD SUITE 104
BALA CYNWYD,PA19004
23-2734689 501(C)(3) 7,200       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(146) LOWER MERION SYNAGOGUE
123 OLD LANCASTER ROAD
BALA CYNWYD,PA19004
23-2615920 501(C)(3) 115,279       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(147) LYMPHOMA RESEARCH FOUNDATION
115 BROADWAY SUITE 1301
NEW YORK,NY10006
95-4335088 501(C)(3) 5,100       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(148) MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE
1425 HORSHAM ROAD
NORTH WALES,PA19454
23-2083077 501(C)(3) 460,551       GENERAL AND/OR PROGRAM SUPPORT
(149) MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE
1425 HORSHAM ROAD
NORTH WALES,PA19454
23-2083077 501(C)(3) 59,825       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(150) MAIN LINE REFORM TEMPLE BETH ELOHIM
410 MONTGOMERY AVENUE
WYNNEWOOD,PA190961399
23-1494772 501(C)(3) 10,840       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(151) MARKS COLORECTAL SURGICAL FOUNDATION
100 LANCASTER AVENUE
WYNNEWOOD,PA19096
23-2880381 501(C)(3) 5,300       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(152) MARTINS RUN
11 MARTINS RUN
MEDIA,PA19063
23-2090256 501(C)(3) 20,800       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(153) MEMORIAL SLOAN-KETTERING CANCER CENTER
POST OFFICE BOX 27106
NEW YORK,NY100877106
13-1624182 501(C)(3) 10,350       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(154) ME'OHR BAIS YAAKOV INC
110 CHESTNUT RIDGE ROAD 323
MONTVALE,NJ07645
22-3523224 501(C)(3) 8,950       GENERAL AND/OR PROGRAM SUPPORT
(155) MIKVEH AT TEMPLE BETH HILLEL BETH EL
1001 REMINGTON ROAD
WYNNEWOOD,PA19096
04-3683148 501(C)(3) 102,973       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(156) MINDING YOUR MIND
124 SIBLEY AVENUE
ARDMORE,PA19003
20-8448707 501(C)(3) 22,500       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(157) MOISHE HOUSE
441 SAXONY ROAD
ENCINITAS,CA92024
26-2599786 501(C)(3) 23,363       GENERAL AND/OR PROGRAM SUPPORT
(158) MOVING TRADITIONS
261 OLD YORK ROAD
JENKINTOWN,PA19046
34-2015014 501(C)(3) 27,900       GENERAL AND/OR PROGRAM SUPPORT
(159) MOVING TRADITIONS
261 OLD YORK ROAD
JENKINTOWN,PA19046
34-2015014 501(C)(3) 17,900       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(160) MUSCULAR DYSTROPHY ASSOCIATION
3300 EAST SUNRISE DRIVE
TUCSON,AZ85718
13-1665552 501(C)(3) 10,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(161) NANTUCKET CONSERVATION FOUNDATION INC
PO BOX 13
NANTUCKET,MA02554
04-2373794 501(C)(3) 100,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(162) NATIONAL LIBERTY MUSEUM
321 CHESTNUT STREET
PHILADELPHIA,PA19106
23-2788633 501(C)(3) 13,400       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(163) NATIONAL MULTIPLE SCLEROSIS SOCIETY GREATER DELAWARE VALLEY CHAPTER
30 SOUTH 17TH STREET SUITE 800
PHILADELPHIA,PA19103
23-1401535 501(C)(3) 45,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(164) NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
101 SOUTH INDEPENDENCE MALL EAST
PHILADELPHIA,PA191062517
23-7379280 501(C)(3) 410       GENERAL AND/OR PROGRAM SUPPORT
(165) NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
101 SOUTH INDEPENDENCE MALL EAST
PHILADELPHIA,PA191062517
23-7379280 501(C)(3) 7,110       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(166) NYU LANGONE MEDICAL CENTER
ONE PARK AVENUE 17TH FLOOR
NEW YORK,NY10016
23-7286648 501(C)(3) 5,750       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(167) OHIO STATE UNIVERSITY FOUNDATION
1480 WEST LANE AVENUE
COLUMBUS,OH43221
31-1145986 501(C)(3) 16,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(168) OPERA PHILADELPHIA
1420 LOCUST STREET SUITE 210
PHILADELPHIA,PA19102
23-1504706 501(C)(3) 10,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(169) OR HADASH
190 CAMP HILL ROAD
FORT WASHINGTON,PA19034
23-2520118 501(C)(3) 12,205       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(170) ORGANIZATION FOR THE RESOLUTION OF AGUNOT (ORA)
551 W 181ST STREET
NEW YORK,NY10033
81-0582070 501(C)(3) 20,000       GENERAL AND/OR PROGRAM SUPPORT
(171) OROT
7601 OLD YORK ROAD
MELROSE PARK,PA19027
20-0803538 501(C)(3) 52,757       GENERAL AND/OR PROGRAM SUPPORT
(172) OROT
7601 OLD YORK ROAD
MELROSE PARK,PA19027
20-0803538 501(C)(3) 1,500       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(173) PARENTS COOPERATIVE OF NANTUCKET INC
PO BOX 2021
NANTUCKET,MA02554
22-2957434 501(C)(3) 100,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(174) PARK AVENUE SYNAGOGUE
50 EAST 87TH STREET
NEW YORK,NY10128
13-1860028 501(C)(3) 135,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(175) PARKINSON COUNCIL
111 PRESIDENIAL BLVD SUITE 141
BALA CYNWYD,PA19004
91-1803234 501(C)(3) 10,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(176) PASSOVER LEAGUE OF PHILADELPHIA
215 NORTH PRESIDENTIAL BOULEVARD
1ST FLOOR
BALA CYNWYD,PA19004
23-6267034 501(C)(3) 16,941       GENERAL AND/OR PROGRAM SUPPORT
(177) PASSOVER LEAGUE OF PHILADELPHIA
215 NORTH PRESIDENTIAL BOULEVARD
1ST FLOOR
BALA CYNWYD,PA19004
23-6267034 501(C)(3) 300       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(178) PEF ISRAEL ENDOWMENT FUND INC
317 MADISON AVENUE SUITE 607
NEW YORK,NY10017
13-6104086 501(C)(3) 20,700       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(179) PENN STATE HILLEL
117 PASQUERILLA SPIRITUAL CENTER
UNIVERSITY PARK,PA16802
25-6078799 501(C)(3) 42,300       GENERAL AND/OR PROGRAM SUPPORT
(180) PENN STATE HILLEL
117 PASQUERILLA SPIRITUAL CENTER
UNIVERSITY PARK,PA16802
25-6078799 501(C)(3) 1,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(181) PENNSYLVANIA JEWISH COALITION
800 N THIRD STREET SUITE 403
HARRISBURG,PA17102
23-2210499 501(C)(4) 83,500       GENERAL AND/OR PROGRAM SUPPORT
(182) PHILABUNDANCE
3616 SOUTH GALLOWAY ST
PHILADELPHIA,PA19148
23-2290505 501(C)(3) 8,200       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(183) PHILADELPHIA BAR FOUNDATION
1101 MARKET STREET 11TH FLOOR
PHILADELPHIA,PA191072911
23-1660797 501(C)(3) 25,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(184) PHILADELPHIA CITY ROWING INC
450 PLYMOUTH ROAD
PLYMOUTH MEETING,PA19462
27-1522343 501(C)(3) 150,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(185) PHILADELPHIA MURAL ARTS ADVOCATES
1729 MOUNT VERNON STREET
PHILADELPHIA,PA19130
23-2876470 501(C)(3) 50,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(186) PHILADELPHIA MUSEUM OF ART
PO BOX 7646
PHILADELPHIA,PA191017646
23-1365388 501(C)(3) 56       GENERAL AND/OR PROGRAM SUPPORT
(187) PHILADELPHIA MUSEUM OF ART
PO BOX 7646
PHILADELPHIA,PA191017646
23-1365388 501(C)(3) 69,275       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(188) PHILADELPHIA ORCHESTRA ASSOCIATION
ONE SOUTH BROAD STREET
PHILADELPHIA,PA19107
23-1352289 501(C)(3) 15,145       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(189) POLITZ HEBREW ACADEMY
9225 OLD BUSTLETON AVENUE
PHILADELPHIA,PA19115
22-2436383 501(C)(3) 217,999       GENERAL AND/OR PROGRAM SUPPORT
(190) RAYMOND AND RUTH PERELMAN JEWISH DAY SCHOOL
49 HAVERFORD ROAD
WYNNEWOOD,PA190963628
23-1496890 501(C)(3) 607,244       GENERAL AND/OR PROGRAM SUPPORT
(191) RAYMOND AND RUTH PERELMAN JEWISH DAY SCHOOL
49 HAVERFORD ROAD
WYNNEWOOD,PA190963628
23-1496890 501(C)(3) 29,250       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(192) RECONSTRUCTIONIST RABBINICAL COLLEGE
1299 CHURCH ROAD
WYNCOTE,PA190951898
23-1710675 501(C)(3) 54,531       GENERAL AND/OR PROGRAM SUPPORT
(193) RECONSTRUCTIONIST RABBINICAL COLLEGE
1299 CHURCH ROAD
WYNCOTE,PA190951898
23-1710675 501(C)(3) 600       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(194) RESOURCES FOR HUMAN DEVELOPMENT
4700 WISSAHICKON AVENUE
PHILADELPHIA,PA19144
23-1727133 501(C)(3) 13,500       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(195) ROSENBACH MUSEUM AND LIBRARY
2008-2010 DELANCEY PLACE
PHILADELPHIA,PA19103
23-1425055 501(C)(3) 6,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(196) SEMINAR YERUSHALAYIM - AMERICAN ASSEMBLY
4622 FOURTEENTH AVENUE
BROOKLYN,NY11219
11-3106891 501(C)(3) 5,450       GENERAL AND/OR PROGRAM SUPPORT
(197) SHALOM INSTITUTE CAMP AND CONFERENCE CENTER
34342 MULHOLLAND HWY
MALIBU,CA90265
84-1652923 501(C)(3) 25,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(198) SMITH MEMORIAL PLAYGROUND & PLAYHOUSE INC
EAST FAIRMOUNT PARK
PHILADELPHIA,PA19121
23-1353547 501(C)(3) 5,100       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(199) SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUE
MONTGOMERY,AL36104
63-0598743 501(C)(3) 8,750       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(200) STEPHEN S WISE TEMPLE
15500 STEPHEN S WISE DRIVE
LOS ANGELES,CA90077
95-6087552 501(C)(3) 10,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(201) SUPPORT CENTER FOR CHILD ADVOCATES
1900 CHERRY STREET
PHILADELPHIA,PA19103
23-2048664 501(C)(3) 5,400       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(202) TEMPLE ADATH ISRAEL
250 NORTH HIGHLAND AVENUE
MERION STATION,PA19066
23-1431499 501(C)(3) 26,545       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(203) TEMPLE BETH ZION BETH ISRAEL
300 SOUTH 18TH STREET
PHILADELPHIA,PA19103
23-1501180 501(C)(3) 8,527       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(204) TEMPLE EMANU-EL
2550 PALI HIGHWAY
HONOLULU,HI96817
99-6001133 501(C)(3) 8,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(205) TEMPLE EMANU-EL
406 65TH AVENUE NORTH
MYRTLE BEACH,SC29572
57-0691664 501(C)(3) 11,800       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(206) TEMPLE EMANU-EL OF PALM BEACH
190 NORTH COUNTY ROAD
PALM BEACH,FL33480
59-1027143 501(C)(3) 8,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(207) TEMPLE UNIVERSITY
PO BOX 827651
PHILADELPHIA,PA191827651
23-1365971 501(C)(3) 84       GENERAL AND/OR PROGRAM SUPPORT
(208) TEMPLE UNIVERSITY
PO BOX 827651
PHILADELPHIA,PA191827651
23-1365971 501(C)(3) 7,350       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(209) TERRI LYNNE LOKOFF CHILD CARE FOUNDATION
100 ROSS RD SUITE 160
KING OF PRUSSIA,PA19406
22-2804790 501(C)(3) 10,900       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(210) THE BARNES FOUNDATION
2025 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA,PA19130
23-6000149 501(C)(3) 29,225       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(211) THE CHEVRA
2002 LUDLOW STREET
PHILADELPHIA,PA19103
20-1261430 501(C)(3) 59,863       GENERAL AND/OR PROGRAM SUPPORT
(212) THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION
34TH ST CIVIC CENTER BLVD
PHILADELPHIA,PA19104
23-2237932 501(C)(3) 111,850       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(213) THE EPISCOPAL ACADEMY
1785 BISHOP WHITE DRIVE
NEWTOWN SQUARE,PA190739902
23-1370500 501(C)(3) 22,500       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(214) THE FRIENDSHIP CIRCLE
754 SOUTH 9TH STREET
PHILADELPHIA,PA19147
27-1039799 501(C)(3) 6,362       GENERAL AND/OR PROGRAM SUPPORT
(215) THE FRIENDSHIP CIRCLE
754 SOUTH 9TH STREET
PHILADELPHIA,PA19147
27-1039799 501(C)(3) 7,050       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(216) THE JEWISH FEDERATIONS OF NORTH AMERICA
25 BROADWAY SUITE 1700
NEW YORK,NY100041010
13-1624240 501(C)(3) 5,552,506       GENERAL AND/OR PROGRAM SUPPORT
(217) THE SHIPLEY SCHOOL
814 YARROW STREET
BRYN MAWR,PA19010
23-1352677 501(C)(3) 222,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(218) THE UNIVERSITY OF THE ARTS
320 SOUTH BROAD STREET
PHILADELPHIA,PA19102
23-1639911 501(C)(3) 32,844       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(219) THE WESTMARK SCHOOL
5461 LOUISE AVENUE
ENCINO,CA91316
95-4616645 501(C)(3) 12,500       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(220) THOMAS JEFFERSON UNIVERSITY
125 SOUTH 9TH ST SUITE 700
PHILADELPHIA,PA19107
23-1352651 501(C)(3) 10,500       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(221) TORAH ACADEMY OF GREATER PHILADELPHIA
742 ARGYLE ROAD
WYNNEWOOD,PA19096
23-1645684 501(C)(3) 152,547       GENERAL AND/OR PROGRAM SUPPORT
(222) TORAH ACADEMY OF GREATER PHILADELPHIA
742 ARGYLE ROAD
WYNNEWOOD,PA19096
23-1645684 501(C)(3) 12,725       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(223) TRIBE 12
201 S CAMAC STREET
PHILADELPHIA,PA19107
27-1610125 501(C)(3) 269,592       GENERAL AND/OR PROGRAM SUPPORT
(224) TRIBE 12
201 S CAMAC STREET
PHILADELPHIA,PA19107
27-1610125 501(C)(3) 42,500       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(225) TRUST FOR PUBLIC LAND
100 M STREET SE STE 700
WASHINGTON,DC20003
23-7222333 501(C)(3) 15,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(226) TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET
PHILADELPHIA,PA19104
23-1352685 501(C)(3) 1,140,500       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(227) TULANE UNIVERSITY
PO BOX 61075
NEW ORLEANS,LA701619886
72-0423889 501(C)(3) 10,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(228) UJA FEDERATION OF NEW YORK
130 EAST 59TH STREET
NEW YORK,NY10022
51-0172429 501(C)(3) 10,500       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(229) UNITED STATES COMMITTEE SPORTS FOR ISRAEL INC
1511 WALNUT STREET
PHILADELPHIA,PA19102
13-1810938 501(C)(3) 5,800       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(230) UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM
820 SECOND AVENUE 10TH FLOOR
NEW YORK,NY100174504
13-1659707 501(C)(3) 14,200       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(231) UNITED WAY OF GREATER PHILADELPHIA & SOUTHERN NEW JERSEY
1709 BENJAMIN FRANKLIN PKWY
PHILADELPHIA,PA19103
23-1556045 501(C)(3) 65,964       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(232) UNITED WAY OF PALM BEACH COUNTY
2600 QUANTUM BLVD
BOYNTON BEACH,FL334268627
59-0683258 501(C)(3) 22,974       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(233) UNITED WAY OF RHODE ISLAND INC
50 VALLEY STREET
PROVIDENCE,RI02906
05-0276059 501(C)(3) 30,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(234) WATER HANDS AND HOPE
1177 QUEEN ST APT 4307
HONOLULU,HI96814
46-4846427 501(C)(3) 10,000       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(235) WESLEY ENHANCED LIVING CORPORATE OFFICE
101 E COUNTY LINE RD SUITE 200
HATBORO,PA19040
26-0760001 501(C)(3) 10,500       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(236) WHYY INC
150 NORTH SIXTH STREET
PHILADELPHIA,PA19106
23-1438083 501(C)(3) 56,300       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(237) WILLS EYE HOSPITAL
840 WALNUT STREET SUITE 1520
PHILADELPHIA,PA19107
23-6000204 501(C)(3) 4,930       GENERAL AND/OR PROGRAM SUPPORT
(238) WILLS EYE HOSPITAL
840 WALNUT STREET SUITE 1520
PHILADELPHIA,PA19107
23-6000204 501(C)(3) 3,664       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(239) WOLF PERFORMING ARTS CENTER
PO BOX 434
NARBERTH,PA19072
20-3193765 501(C)(3) 5,500       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
(240) YESHIVAT MAHARAT
3700 HENRY HUDSON PARKWAY
BRONX,NY10463
01-0954142 501(C)(3) 47,400       GENERAL AND/OR PROGRAM SUPPORT - DONOR ADVISED FUNDS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
238
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. 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
(1) SCHOLARSHIP 31 176,805      












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: PROGRAM ALLOCATIONS GRANT MAKING AND MONITORING POLICIES & PROCEDURES: GRANTS SHALL BE CONSISTENT WITH THE GENERAL PURPOSES OF THE JEWISH FEDERATION. GRANTS ARE TO BE MADE PRIMARILY, BUT NOT EXCLUSIVELY, TO JEWISH ORGANIZATIONS IN THE GREATER PHILADELPHIA AREA AND AROUND THE WORLD. GRANTS SHALL BE USED FOR ONE OF THE FOLLOWING PURPOSES: - TO FUND PROGRAMS ALIGNED WITH THE PRIORITIES OF THE JEWISH FEDERATION, AS DETERMINED BY THE BOARD OF DIRECTORS AND THE VARIOUS FUNDING COMMITTEES OF THE JEWISH FEDERATION. - TO PROVIDE "SEED MONEY" FOR START-UP COSTS FOR NEW OR INNOVATIVE PROJECTS, SCHOLARSHIP/FINANCIAL AID, TRAINING OPPORTUNITIES, AND ONE-TIME SPECIAL PROJECTS. THE FOCUS WILL BE PRIMARILY ON THE SOCIAL, WELFARE, HEALTH, EDUCATION, COMMUNITY RELATIONS, AND CULTURAL FIELDS WITHIN THE PHILADELPHIA JEWISH AND GENERAL COMMUNITY. - TO RESPOND TO LOCAL, NATIONAL AND INTERNATIONAL EMERGENCY NEEDS. LIMITATIONS: - GRANTS ARE GENERALLY NOT AVAILABLE FOR OPERATING PURPOSES OR ADDITIONS TO OTHER ENDOWMENT FUNDS. - ALL GRANTS MUST BE CONSISTENT WITH THE PURPOSES OF THE JEWISH FEDERATION, MUST NOT BE PROHIBITED BY ANY LIMITATION ON THE ABILITY OF THE JEWISH FEDERATION TO DISBURSE FUNDS AND MUST COMPLY WITH ANY RESTRICTIONS OR LIMITATIONS WHICH ARE OR MAY BE ADOPTED BY THE BOARD OF DIRECTORS OF THE JEWISH FEDERATION. THE REQUESTING GRANTEE MUST DEMONSTRATE ITS FUNDING EXPECTATIONS, CAPABILITIES AND INTENTIONS FOR THE CONTINUITY OF PROGRAMS/INITIATIVES THAT ARE PROPOSED TO EXIST BEYOND THE PERIOD(S) APPROVED THROUGH THIS GRANTS PROCESS. - IT IS EXPECTED THAT ORGANIZATIONS SEEKING GRANTS SHALL SHARE IN FINANCING SUCH PROJECTS/INITIATIVES. OTHER SOURCES OF FUNDING FOR A GRANTEE'S GRANT REQUEST ARE TO BE CONSIDERED DURING THE GRANTS REVIEW PROCESS. - GRANTS SHALL GENERALLY BE A SOURCE OF ORIGINAL SUPPORT FOR PROJECTS AND NOT A REPLACEMENT OF OTHER SOURCES OF SUPPORT. - IF ANY ORGANIZATION DOES NOT BEGIN THE FUNDED PROJECT/INITIATIVE WITHIN AN INDICATED TIME PERIOD OF RECEIVING THE GRANT APPROVAL, THE FUNDING FOR THE GRANT WILL AUTOMATICALLY BE REVOKED, UNLESS THERE IS PRIOR CONSULTATION BETWEEN THE GRANTEE AND THE JEWISH FEDERATION. - THE JEWISH FEDERATION MAY IMPOSE CONDITIONS, AS IT DEEMS APPROPRIATE ON THE GRANTING OF FUNDS TO ANY GRANTEE. GRANT PROCESS: IN GENERAL, AN ANNUAL REQUEST FOR PROPOSALS WILL BE MADE IN ALIGNMENT WITH THE TOP PRIORITIES OF THE JEWISH FEDERATION, AS DETERMINED BY THE BOARD OF DIRECTORS AND THE VARIOUS FUNDING COMMITTEES OF THE JEWISH FEDERATION. THE REQUEST FOR PROPOSALS WILL INCLUDE GOALS, MEASURABLE OUTCOMES AND TARGET POPULATIONS. THEY WILL BE POSTED ON THE JEWISH FEDERATION'S WEBSITE, PUBLISHED IN THE JEWISH EXPONENT AND DISTRIBUTED VIA E-MAIL TO PREVIOUS PARTNERS. JEWISH FEDERATION MAY UTILIZE A LETTER OF INTENT PROCESS IN ORDER TO PROMOTE AN EFFICIENT PROCESS FOR INQUIRING AGENCIES AND INTERNAL COMMITTEES. APPROPRIATE SUB-COMMITTEES WILL REVIEW GRANT REQUESTS AND EITHER REJECT OR RECOMMEND THEIR APPROVAL BASED ON ALIGNMENT WITH JEWISH FEDERATION'S PRIORITIES, PREVIOUS EVALUATION OF THE SPECIFIC PROGRAM AND/OR PREVIOUS EVALUATION OF OTHER PROGRAMS AT THE APPLICANT AGENCY. FUNDING RECOMMENDATIONS ARE FURTHER REVIEWED AND PRIORITIZED BY THE CENTER BOARDS AND THE POLICY, STRATEGY & FUNDING (PSF) COMMITTEE. THE PSF COMMITTEE PROVIDES A FINAL RECOMMENDATION TO THE BOARD OF DIRECTORS AND THE BOARD OF TRUSTEES. AFTER BOARD ACTION ON THE PSF COMMITTEE RECOMMENDATION, APPLICANTS SHALL BE NOTIFIED PROMPTLY OF THE DECISION REGARDING THEIR APPLICATION. THE BOARD CAN APPROVE A POOL OF FUNDS AS DISCRETIONARY FUNDS FOR EMERGENCY AND OTHER REQUESTS FROM ORGANIZATIONS DUE TO UNFORESEEN CIRCUMSTANCES THAT ARISE DURING THE FUNDING PERIOD. THE APPROVAL FOR USING THESE FUNDS IS UNDER THE DIRECTION OF THE PSF COMMITTEE. PAYOUT SCHEDULE: A PAYMENT SCHEDULE WILL BE SPECIFIED IN A FORMAL GRANT AGREEMENT. CONSULTATION WITH JEWISH FEDERATION IS REQUIRED PRIOR TO ANY USE OF THESE FUNDS IN A MANNER OTHER THAN AS APPROVED. UNUSED FUNDS MUST BE RETURNED TO THE JEWISH FEDERATION. PROGRAM EVALUATION: PROPOSALS MUST GENERALLY INCORPORATE A METHOD OF EVALUATION TO DETERMINE THE EFFECTIVENESS OF THE PROPOSED PROGRAM AGAINST THE MEASURABLE OBJECTIVES STATED IN THE REQUEST FOR PROPOSALS. IF REQUIRED, ORGANIZATIONS SHOULD DESIGNATE A PROJECT DIRECTOR AND/OR AN OVERSIGHT COMMITTEE TO MONITOR THE OBJECTIVES AND GOALS OF THE PROGRAM. DEADLINES: GRANT PROPOSALS MUST BE SUBMITTED IN ACCORDANCE WITH THE ANNUAL SCHEDULE. THE JEWISH FEDERATION IS NOT BOUND TO APPROVE AN APPLICATION NOR DOES IT ASSUME ANY OBLIGATION TO AN APPLICANT BECAUSE OF MEETING SCHEDULE CHANGES. MONITORING - INTERIM/FINAL REPORTS: EVALUATION AND PERIODIC PROGRESS REPORTS ARE REQUIRED FOR ALL GRANTS IN ORDER TO ENSURE THAT SUCH GRANTS ARE USED FOR THE PROPER PURPOSES AND TO MEASURE IMPACT OF THOSE EFFORTS. CONTINUED FUNDING IS CONTINGENT UPON SATISFACTORY PROGRESS IN ACHIEVING THE PROJECT GOALS. UPON COMPLETION OF ALL FUNDED PROJECTS, A FINAL REPORT MUST BE SUBMITTED INDICATING BOTH THE USE OF THE FUNDS AND THE PROGRAM RESULTS. REPORTS ARE REVIEWED BY JEWISH FEDERATION STAFF, CENTER BOARDS AND PSF IN ORDER TO HELP DETERMINE FUTURE FUNDING DECISIONS.
PART I, LINE (CON'T): ENDOWMENT FUNDS GRANTMAKING & MONITORING POLICIES AND PROCEDURES: THE JEWISH FEDERATION OWNS, IS AFFILIATED WITH, OR IS FIDUCIARY OF A WIDE ARRAY OF ENDOWMENT RELATED FUNDS, TRUSTS, ARRANGEMENTS AND ENTITIES ("ENDOWMENTS" HEREIN). THE PURPOSE OF JEWISH FEDERATION'S ENDOWMENT FUNDS ARE: 1. TO PROVIDE FOR EXPANDING NEEDS AND EMERGENCIES IN THE JEWISH COMMUNITY; 2. TO ASSURE THE CONTINUITY OF JEWISH FEDERATION'S PHILANTHROPIC MISSION; AND 3. TO PROVIDE FINANCIAL SECURITY AND STABILITY FOR JEWISH FEDERATION'S FUTURE ACCORDING TO NATIONALLY ACCEPTED ENDOWMENT PRINCIPLES CONCERNING GROWTH, SPENDING, AND MANAGEMENT. IN ORDER TO ADMINISTER A PROGRAM TO RAISE AND MANAGE ENDOWMENTS FOR JEWISH FEDERATION AND SUPERVISE DISTRIBUTIONS THEREFROM, JEWISH FEDERATION ESTABLISHED THE FEDERATION ENDOWMENTS CORPORATION ("FEC" HEREIN). FEC WILL OVERSEE JEWISH FEDERATION'S ENDOWMENT ASSETS AS HEREIN DEFINED AND WILL NOT MANAGE OR DISTRIBUTE ANY FUNDS OF ITS OWN, OR OF ANY OTHER ENTITY OR PERSON, UNLESS EXPRESSLY APPROVED BY THE BOARD OF DIRECTORS OF FEC OR BY THE BOARD OF TRUSTEES OF JEWISH FEDERATION. CATEGORIES OF THE ENDOWMENTS A. UNRESTRICTED ENDOWMENT THE TERM UNRESTRICTED ENDOWMENT EMBRACES VARIOUS ENDOWMENT FUNDS, GIVEN TO JEWISH FEDERATION FROM TIME TO TIME FOR THE GENERAL UNRESTRICTED PURPOSES OF JEWISH FEDERATION. A PERCENTAGE OF SUCH FUNDS IS ANNUALLY AVAILABLE FOR DISTRIBUTION FOR THE GENERAL PURPOSES OF JEWISH FEDERATION, AS AUTHORIZED BY JEWISH FEDERATION'S BOARD OF TRUSTEES. IT IS INTENDED THAT THE UNRESTRICTED ENDOWMENT CONTINUE TO GROW AND THAT THE AVAILABLE AUTHORIZED PERCENTAGE BE EXCEEDED ONLY AS APPROVED BY THE BOARD OF DIRECTORS. THESE FUNDS DO NOT INCLUDE FUNDS RESTRICTED BY WILL, DONOR OR A COURT AS TO USE OF PRINCIPAL AND/OR INCOME FOR ANY SPECIFIC PURPOSE. THE UNRESTRICTED ENDOWMENT ALSO DOES NOT INCLUDE PHILANTHROPIC FUNDS, RESTRICTED ENDOWMENT FUNDS, TRUSTS OR SUPPORTING FOUNDATIONS. ADMINISTRATION OF THE UNRESTRICTED ENDOWMENT IS GOVERNED BY THESE POLICIES AND UNLESS APPROVED BY THE BOARD OF TRUSTEES OF JEWISH FEDERATION, ALL UNRESTRICTED ENDOWMENT FUNDS SHALL BE INVESTED ACCORDING TO POLICIES ESTABLISHED BY THE INVESTMENT COMMITTEE. B. RESTRICTED ENDOWMENT THE TERM RESTRICTED ENDOWMENT EMBRACES FUNDS GIVEN TO JEWISH FEDERATION, RESTRICTED AS TO THE USE OF INCOME AND PRINCIPAL FOR A DEFINED PURPOSE, OR SPECIAL PURPOSE FUNDS. THE RESTRICTED ENDOWMENT INCLUDES FUNDS RESTRICTED BY WILL, DONOR, OR COURT ORDER. ADMINISTRATION OF THE RESTRICTED ENDOWMENT IS GOVERNED BY THESE POLICIES AND, UNLESS APPROVED BY THE BOARD OF TRUSTEES OF JEWISH FEDERATION, ALL RESTRICTED ENDOWMENT FUNDS SHALL BE INVESTED ACCORDING TO POLICIES ESTABLISHED BY THE INVESTMENT COMMITTEE. MONITORING PROCEDURES FOR DOMESTIC GRANTS FROM ENDOWMENT FUNDS 1. UPON RECEIPT OF A RECOMMENDATION FOR A GRANT FROM AN ENDOWMENT FUND FOR GRANTS TO A US ORGANIZATION, JEWISH FEDERATION CONDUCTS A PRE-GRANT REVIEW TO DETERMINE WHETHER THE FUNDS WILL BE USED FOR CHARITABLE PURPOSES AND WHETHER THE ORGANIZATION IS A QUALIFIED PUBLIC CHARITY UNDER IRS GUIDELINES. 2. IF JEWISH FEDERATION DETERMINES THAT THE FUNDS WILL BE USED FOR CHARITABLE PURPOSES AND THAT THE ORGANIZATION IS A QUALIFIED PUBLIC CHARITY UNDER IRS GUIDELINES, THE GRANT IS APPROVED. 3. IF JEWISH FEDERATION DETERMINES THAT THE FUNDS WILL BE USED FOR OTHER THAN CHARITABLE PURPOSES OR THAT THE ORGANIZATION IS NOT A QUALIFIED PUBLIC CHARITY UNDER IRS GUIDELINES, THE GRANT IS DECLINED AND THE DONOR IS NOTIFIED IN WRITING.
PART I, LINE (CON'T): DONOR ADVISED FUNDS GRANTMAKING AND MONITORING POLICIES AND PROCEDURES JEWISH FEDERATION MAINTAINS APPROXIMATELY 250 DONOR-ADVISED "PHILANTHROPIC FUNDS". SUCH FUNDS MAY BE ESTABLISHED BY A MINIMUM GIFT TO JEWISH FEDERATION OF $5,000. A SEPARATE FUND BEARING THE DONOR'S NAME (OR ANOTHER NAME CHOSEN BY THE DONOR) IS CREATED AND THE GIFT IS INVESTED. A. JEWISH FEDERATION'S PHILANTHROPIC FUND PROGRAM IS GOVERNED BY JEWISH FEDERATION'S "PHILANTHROPIC FUND PROCEDURES AND OPERATION GUIDELINES" DETAILED BELOW. B. PHILANTHROPIC FUNDS ARE ESTABLISHED BY A WRITTEN AGREEMENT BETWEEN JEWISH FEDERATION AND THE DONOR. C. UPON THE ESTABLISHMENT OF THE NEW FUND, THE DONOR RECEIVES A "NEW FUND PACKAGE", WHICH INCLUDES A COVER LETTER, COPIES OF JEWISH FEDERATION'S PHILANTHROPIC FUND PROGRAM GUIDE, AND AN INVESTMENT MODEL SELECTION FORM. D. THERE ARE SIX DIFFERENT INVESTMENT MODELS AND THE DONOR CAN CHOOSE TO INVEST IN ONE OR ALL SIX IN WHATEVER PERCENTAGES THEY PREFER. E. TO RECOMMEND A GRANT FROM A PHILANTHROPIC FUND, A DONOR MUST SUBMIT A WRITTEN, SIGNED, RECOMMENDATION FORM OR SUBMIT THE RECOMMENDATION THROUGH A SECURE WEB PLATFORM USING UNIQUE LOGIN AND PASSWORD CREDENTIALS. THE DONOR MUST CONFIRM THAT THE DISTRIBUTION WOULD NOT SATISFY A LEGAL OBLIGATION OF THE DONOR AND THE DONOR'S WAIVER OF ALL BENEFITS IN CONNECTION WITH THE GRANT. F. UPON RECEIPT OF THE GRANT RECOMMENDATION, VETTING AND DUE DILIGENCE IS PERFORMED FOR THE RECOMMENDED GRANTEE TO CONFIRM ITS STATUS AS A PUBLIC CHARITY ACCORDING TO IRS GUIDELINES. IF A PROPOSED GRANTEE IS NOT A PUBLIC CHARITY PER IRS GUIDELINES OR THE FUNDS WILL NOT BE USED FOR THE CHARITABLE PURPOSES OF JEWISH FEDERATION, THE GRANT IS NOT MADE. THE DONOR IS NOTIFIED BY LETTER AND COPIES OF SUCH LETTERS ARE KEPT ON FILE. IF THE PROPOSED GRANT IS TO A FOREIGN ORGANIZATION THAT DOES NOT MAINTAIN AN "AMERICAN FRIENDS" OFFICE WITH 501(C)(3) STATUS, THE GENERAL MONITORING PROCESS FOR FOREIGN GRANTS IS FOLLOWED. G. CHECKS ARE DISTRIBUTED DIRECTLY TO THE CHARITIES WITH A TRANSMITTAL LETTER. THE CHARITY IS NOTIFIED VIA THE TRANSMITTAL LETTER THAT IN CASHING THE CHECK, THE CHARITY ACKNOWLEDGES NO TICKETS OR BENEFITS INURED TO THE DONOR; NOR IS THE GIFT IN SATISFACTION OF A PLEDGE. H. DONORS RECEIVE QUARTERLY STATEMENTS FOR THE PHILANTHROPIC FUND AND MAY ALSO CHECK FUND BALANCES AND ACTIVITY DAILY VIA THE WEBSITE. I. GRANTS FROM PHILANTHROPIC FUNDS TO INDIVIDUALS ARE NOT PERMITTED, EXCEPT FOR SCHOLARSHIPS AND OTHER AWARDS AS PERMITTED IN ACCORDANCE WITH INTERNAL REVENUE CODE. JEWISH FEDERATION'S SCHOLARSHIP FUND GUIDELINES AND PROCEDURES LISTED BELOW SHALL GOVERN ANY SUCH AWARDS FROM AN ENDOWMENT FUND THAT COULD REASONABLY BE CONSIDERED TO BE DONOR-ADVISED.
PART I, LINE (CON'T): SCHOLARSHIP FUND GUIDELINES AND PROCEDURES THE JEWISH FEDERATION THROUGH THE FEDERATION ENDOWMENTS CORPORATION ("FEC") MAY, IN ITS DISCRETION, ADMINISTER ENDOWMENT FUNDS WHICH AWARD SCHOLARSHIP AND OTHER GRANTS TO INDIVIDUALS. SUCH GRANTS WILL BE PAID EITHER TO THE INDIVIDUAL DIRECTLY OR TO A QUALIFIED EDUCATIONAL INSTITUTION ON THE INDIVIDUAL'S BEHALF. IN CASES WHERE THE DONORS OR THEIR DESIGNEES (INDIVIDUALS WITH WHOM THE DONOR HAS HAD A FAMILY OR EMPLOYMENT RELATIONSHIP, INCLUDING ATTORNEYS) MAY MAKE RECOMMENDATIONS AS TO THE RECIPIENTS OF THE SCHOLARSHIP GRANTS, THROUGH INVOLVEMENT ON THE SCHOLARSHIP SELECTION ADVISORY COMMITTEE, FOR EXAMPLE, SUCH THAT THE FUND WOULD REASONABLY BE CONSIDERED TO BE A DONOR-ADVISED FUND UNDER FEDERAL LAW, THE FOLLOWING GUIDELINES AND PROCEDURES SHALL APPLY: A. SCHOLARSHIP SELECTION ADVISORY COMMITTEE GUIDELINES. 1. JEWISH FEDERATION WILL FORM A SCHOLARSHIP SELECTION ADVISORY COMMITTEE ("ADVISORY COMMITTEE") FOR FUNDS IN WHICH THE DONOR OR DONOR DESIGNEE WISHES TO PLAY A PART IN THE SELECTION OF THE SCHOLARSHIP RECIPIENTS. JEWISH FEDERATION SHALL APPOINT ALL MEMBERS OF THE ADVISORY COMMITTEE. JEWISH FEDERATION SHALL REVIEW AND APPROVE ANNUALLY THE MEMBERS OF SUCH ADVISORY COMMITTEE. THE DONOR OR DONOR DESIGNEE MAY SUGGEST MEMBERS OF THE COMMITTEE; HOWEVER, JEWISH FEDERATION SHALL HAVE ULTIMATE APPROVAL AUTHORITY OVER THE MEMBERS OF THE ADVISORY COMMITTEE. 2. THE ADVISORY COMMITTEE'S PURPOSE WILL BE TO MAKE INITIAL SCHOLARSHIP AWARD RECOMMENDATIONS. JEWISH FEDERATION MAY APPOINT A JEWISH FEDERATION REPRESENTATIVE TO SUCH ADVISORY COMMITTEE. THE DONOR OR DONOR-DESIGNEE MAY SIT ON THE ADVISORY COMMITTEE, BUT MAY NOT MAKE UP THE MAJORITY OF THE COMMITTEE. JEWISH FEDERATION SHALL HAVE ULTIMATE APPROVAL AUTHORITY OVER FINAL SCHOLARSHIP AWARD RECIPIENTS. 3. MEMBERS OF THE ADVISORY COMMITTEE WILL BE ASKED TO SUBMIT THEIR QUALIFICATIONS FOR SERVING AND TO DISCLOSE ANY FAMILY OR EMPLOYMENT RELATIONSHIP THEY HAVE WITH THE DONOR OR OTHER COMMITTEE MEMBERS SO THAT JEWISH FEDERATION CAN DETERMINE THAT THE DONOR DOES NOT CONTROL THE COMMITTEE. B. PROCEDURES FOR AWARDS 1. THE GRANTS MADE BY THE ADVISORY COMMITTEE SHALL BE LIMITED TO THE FOLLOWING PURPOSES, IN ACCORDANCE WITH INTERNAL REVENUE CODE 4945(G): I. SCHOLARSHIPS AND FELLOWSHIPS THAT PAY FOR TUITION, BOOKS, ROOM, BOARD AND OTHER EXPENSES. II. PRIZES OR AWARDS MADE PRIMARILY IN RECOGNITION OF RELIGIOUS, CHARITABLE, SCIENTIFIC, EDUCATIONAL, ARTISTIC, LITERARY OR CIVIC ACHIEVEMENT. III. GRANTS TO ACHIEVE A SPECIFIC OBJECTIVE, PRODUCE A REPORT OR OTHER SIMILAR PRODUCT, OR IMPROVE OR ENHANCE A LITERARY, ARTISTIC, MUSICAL, SCIENTIFIC OR OTHER SIMILAR CAPACITY, SKILL OR TALENT OF THE GRANTEE. 2. APPLICATIONS AND SELECTION CRITERIA I. TYPICALLY APPLICANTS SHALL BE SOLICITED THROUGHOUT THE GREATER PHILADELPHIA AREA. APPLICATION FORMS SHALL BE DISTRIBUTED BY COUNSELORS AND OTHER ADMINISTRATORS AT LOCAL EDUCATIONAL INSTITUTIONS OR DOWNLOADED FROM THE JEWISH FEDERATION WEBSITE, OR AS SPECIFIED BY A SCHOLARSHIP FUND'S PROGRAM CRITERIA, AS APPROVED BY JEWISH FEDERATION. II. ALL SCHOLARSHIP APPLICANTS SHALL SUBMIT AN APPLICATION WHICH SHALL TYPICALLY INCLUDE THE FOLLOWING INFORMATION: BIOGRAPHICAL INFORMATION, INFORMATION DEMONSTRATING FINANCIAL NEED, INFORMATION REGARDING GRADES, ACTIVITIES AND/OR PUBLIC SERVICE, AND LETTER OF RECOMMENDATION. III. THE ADVISORY COMMITTEE SHALL RECOMMEND AWARDS TO APPLICANTS BASED ON CRITERIA WHICH ARE REASONABLY RELATED TO THE CHARITABLE PURPOSES OF THE SCHOLARSHIP FUND, INCLUDING, BUT NOT LIMITED TO THE FOLLOWING: PRIOR ACADEMIC PERFORMANCE, LETTERS OF RECOMMENDATION, FINANCIAL NEED AND CONCLUSIONS THAT THE SELECTION COMMITTEE MIGHT DRAW FROM AN INTERVIEW AS TO THE INDIVIDUAL'S MOTIVATION, CHARACTER, ABILITY AND POTENTIAL. IV. SCHOLARSHIPS MAY BENEFIT MEMBERS OF SELECTED MINORITIES OR MAY BE LIMITED TO A CERTAIN AGE GROUP OR GENDER. FROM THE CHARITABLE CLASS OF INDIVIDUALS THAT COULD MEET THE ESTABLISHED SCHOLARSHIP CRITERIA, ALL SCHOLARSHIPS SHALL BE AWARDED ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS WITHIN THE MEANING OF INTERNAL REVENUE CODE 4945 AND TREASURY REGULATIONS 53.4945-4(B)(2). V. FAMILY MEMBERS OF PAST OR PRESENT DIRECTORS AND/OR EMPLOYEES OF THE JEWISH FEDERATION OR ANY MEMBER OF THE ADVISORY COMMITTEE SHALL NOT BE ELIGIBLE TO RECEIVE SCHOLARSHIP GRANTS, NOR SHALL ANY PERSON WHO IS A "DISQUALIFIED PERSON" WITH RESPECT TO THE JEWISH FEDERATION WITHIN THE MEANING OF INTERNAL REVENUE CODE 4946(A). TYPICALLY, NO EMPLOYEE OR FAMILY MEMBER OF A DONOR, DONOR-DESIGNEE, OR A MEMBER OF THE ADVISORY COMMITTEE IS ELIGIBLE TO RECEIVE SCHOLARSHIP GRANTS. 3. NOTIFICATION OF RECIPIENTS I. JEWISH FEDERATION SHALL PROVIDE EACH SCHOLARSHIP RECIPIENT WITH A LETTER NOTIFYING HIM OR HER OF THE GRANT, AND SPECIFYING THAT ALL AMOUNTS MUST BE USED EXCLUSIVELY FOR TUITION AT POST-SECONDARY OR FORMAL AND INFORMAL EDUCATIONAL INSTITUTIONS THAT NORMALLY MAINTAIN A REGULAR FACULTY AND CURRICULUM, AND FOR FEES, BOOKS, SUPPLIES AND EQUIPMENT REQUIRED FOR COURSES AND SUCH INSTITUTIONS, OR FOR ROOM AND BOARD EXPENSES. THE LETTER SHALL INFORM THE STUDENT THAT NO FUNDS MAY BE DISBURSED UNTIL JEWISH FEDERATION RECEIVES CONFIRMATION THAT THE STUDENT IS ENROLLED IN THE EDUCATIONAL INSTITUTION FOR THE CURRENT ACADEMIC SCHOOL YEAR. THE LETTER SHALL ALSO DESCRIBE THE REPORTING REQUIREMENTS SET OUT BELOW AND SHALL SPECIFY THE DATE BY WHICH THE RECIPIENT MUST COMPLY WITH THE REPORTING REQUIREMENTS EACH YEAR. THE RECIPIENT SHALL BE REQUIRED TO SIGN AND RETURN A COPY OF THE LETTER INDICATING HIS OR HER ACCEPTANCE OF THE SCHOLARSHIP. II. FOR GRANTS OF INTEREST-FREE LOANS, THE LETTER WILL ALSO INCLUDE A PROMISSORY NOTE OBLIGATING THE RECIPIENT TO REPAY THE LOAN WITHIN OR BEGINNING AT A STATED TIME. LOANS WILL BE DISBURSED ONLY AFTER RECEIPT OF THE CONFIRMATION LETTER FROM THE SCHOOL AND THE SIGNED PROMISSORY NOTE. C. SUPERVISION OVER GRANTS 1. JEWISH FEDERATION SHALL REQUIRE EACH SCHOLARSHIP RECIPIENT ENROLLED IN COURSES TO PROVIDE ANNUALLY A TRANSCRIPT INDICATING THE RECIPIENT'S COURSES TAKEN, AND GRADES RECEIVED IN EACH ACADEMIC PERIOD COVERED BY THE GRANT. 2. IF THE RECIPIENT IS NOT TAKING COURSES, BUT IS INSTEAD INVOLVED IN THE PREPARATION OF RESEARCH PAPERS OR PROJECTS, THE RECIPIENT SHALL HAVE THE EDUCATIONAL INSTITUTION PREPARE A BRIEF REPORT TO JEWISH FEDERATION AT LEAST ONCE A YEAR ON THE PROGRESS OF THE RECIPIENT'S PAPER OR PROJECT, WHICH REPORT SHALL BE APPROVED BY THE FACULTY MEMBER SUPERVISING THE RECIPIENTS' WORK OR ANOTHER APPROPRIATE UNIVERSITY OFFICIAL. UPON COMPLETION OF THE UNDERTAKING FOR WHICH THE GRANT WAS MADE, THE GRANTEE SHOULD SUBMIT A FINAL REPORT OR OTHER VERIFICATION DESCRIBING THE GRANTEE'S ACCOMPLISHMENTS WITH THE GRANT AND ACCOUNTING FOR THE FUNDS RECEIVED UNDER THE GRANT. 3. IF THE STUDENT WITHDRAWS FROM SCHOOL AND WILL NOT BE ATTENDING ANOTHER INSTITUTION WITHIN THE SAME ACADEMIC YEAR, THE RESIDUAL SCHOLARSHIP FUNDS, IF ANY, SHALL BE RETURNED TO JEWISH FEDERATION. D. RECORD KEEPING - JEWISH FEDERATION SHALL KEEP RECORDS, WHICH SHALL INCLUDE: 1. ALL INFORMATION THAT JEWISH FEDERATION SECURES TO EVALUATE THE QUALIFICATIONS OF POTENTIAL SCHOLARSHIP RECIPIENTS; 2. THE NAME, ADDRESS, AND OTHER CONTACT OR IDENTIFYING INFORMATION FOR EACH SCHOLARSHIP RECIPIENT; 3. ANY INFORMATION ON RELATIONSHIPS THAT WOULD CAUSE THE SCHOLARSHIP RECIPIENT TO BE A DISQUALIFIED PERSON WITH RESPECT TO JEWISH FEDERATION WITHIN THE MEANING OF INTERNAL REVENUE CODE 4946(A); 4. THE AMOUNT AND PURPOSES OF EACH SCHOLARSHIP; 5. A COPY OF THE LETTER NOTIFYING THE RECIPIENT OF THE SCHOLARSHIP GRANT; AND 6. THE FOLLOW-UP INFORMATION OBTAINED UNDER SECTION C, ABOVE.
PART I, LINE (CON'T): E. INVESTIGATION AND ENFORCEMENT PROCEDURES IF A GRANT RECIPIENT FAILS TO SUBMIT TRANSCRIPTS AND REPORTS AS PROVIDED IN SECTION C, ABOVE, AFTER A REASONABLE TIME HAS ELAPSED FROM THEIR DUE DATE, JEWISH FEDERATION SHALL INITIATE AN INVESTIGATION. JEWISH FEDERATION SHALL WITHHOLD ANY FURTHER PAYMENTS TO THE EXTENT POSSIBLE UNTIL IT HAS DETERMINED THAT NO PART OF THE SCHOLARSHIP HAS BEEN USED FOR IMPROPER PURPOSES, UNTIL ANY DELINQUENT TRANSCRIPTS AND REPORTS HAVE BEEN SUBMITTED, AND JEWISH FEDERATION HAS RECEIVED ASSURANCES FROM THE RECIPIENT THAT FUTURE IMPROPER DIVERSIONS WILL NOT OCCUR. IN THE UNLIKELY EVENT THAT ANY INDIVIDUAL CAUSES THE MISUSE OF SCHOLARSHIP AWARD FUNDS, JEWISH FEDERATION WILL PURSUE THE FOLLOWING INVESTIGATION AND ENFORCEMENT MEASURES: 1. IF THE GRANT IS MADE DIRECTLY TO THE EDUCATIONAL INSTITUTION, JEWISH FEDERATION WILL REQUIRE THE EDUCATIONAL INSTITUTION TO RETURN ANY UNUSED FUNDS TO JEWISH FEDERATION IF THE STUDENT TRANSFERS, OR OTHERWISE CEASES TO BE ENROLLED AT THE INSTITUTION, OR IF THE FUNDS CANNOT BE USED ON BEHALF OF THE STUDENT FOR ACADEMIC PURPOSES OR FOR ROOM AND BOARD EXPENSES PAYABLE TO THE INSTITUTION. 2. IN ALL CASES, IF JEWISH FEDERATION DETERMINES THAT ANY PART OF A SCHOLARSHIP HAS BEEN USED FOR IMPROPER PURPOSES, IT SHALL TAKE ALL REASONABLE AND APPROPRIATE STEPS, INCLUDING LEGAL ACTION IF NECESSARY, TO RECOVER IMPROPERLY EXPENDED GRANT FUNDS AND TO ENSURE THAT ANY GRANT FUNDS HELD BY THE RECIPIENT WILL BE USED EXCLUSIVELY FOR THE PURPOSES OF THE SCHOLARSHIP. 3. JEWISH FEDERATION SHALL NOT MAKE ANY FUTURE SCHOLARSHIP PAYMENTS TO OR ON BEHALF OF A RECIPIENT WHO HAS IMPROPERLY DIVERTED FUNDS UNTIL IT HAS RECEIVED ANY DELINQUENT TRANSCRIPTS AND REPORTS, AND HAS RECEIVED ASSURANCES THAT FUTURE IMPROPER DIVERSIONS WILL NOT OCCUR. JEWISH FEDERATION SHALL REQUIRE THE RECIPIENT TO TAKE APPROPRIATE PRECAUTIONS TO PREVENT FUTURE DIVERSIONS. 4. IF A SCHOLARSHIP RECIPIENT HAS PREVIOUSLY DIVERTED FUNDS AND JEWISH FEDERATION DETERMINES THAT THE RECIPIENT HAS DONE SO A SECOND TIME, JEWISH FEDERATION SHALL TAKE ALL REASONABLE AND NECESSARY STEPS TO RECOVER THE DIVERTED FUNDS AND MAY AT ITS DISCRETION DISCONTINUE ALL FUTURE PAYMENTS. ALTERNATIVELY, IF THE DIVERTED FUNDS ARE IN FACT RECOVERED OR RESTORED AND JEWISH FEDERATION RECEIVES ADEQUATE ASSURANCES OF FUTURE COMPLIANCE, UPON THE RECOMMENDATION OF THE ADVISORY COMMITTEE, JEWISH FEDERATION MAY IN ITS SOLE DISCRETION MAKE FURTHER PAYMENTS IF IT DETERMINES THAT TO DO SO WOULD FURTHER ITS CHARITABLE PURPOSES.
Schedule I (Form 990) 2014


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 Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
JEWISH FEDERATION OF GREATER PHILADELPHIA
 
Employer identification number

23-1500085
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
Yes
 
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
Yes
 
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
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
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), 501(c)(4), and 501(c)(29) organizations 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) 2014

Schedule J (Form 990) 2014
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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1NAOMI L ADLER ESQTRUSTEE; BOARD OF DIRECTOR; CEO (i)
(ii)
283,948
...............................
0
0
...............................
0
1,673
...............................
0
9,748
...............................
0
6,930
...............................
0
302,299
...............................
0
0
...............................
0
2JEROME NACHLISCHIEF FINANCIAL & ADMIN OFFICER (i)
(ii)
191,504
...............................
0
25,000
...............................
0
552
...............................
0
7,925
...............................
0
20,170
...............................
0
245,151
...............................
0
0
...............................
0
3ALEX STROKERFORMER INTERIM CEO/COO (i)
(ii)
160,222
...............................
0
0
...............................
0
755
...............................
0
21,007
...............................
0
339
...............................
0
182,323
...............................
0
0
...............................
0
4LENARD ZIMMERMANFORMER CHIEF DEVELOPMENT OFFICER (i)
(ii)
210,126
...............................
0
2,500
...............................
0
552
...............................
0
4,676
...............................
0
21,534
...............................
0
239,388
...............................
0
0
...............................
0
5DONNA FREYMANDIRECTOR OF HUMAN RESOURCES (i)
(ii)
123,183
...............................
0
4,000
...............................
0
0
...............................
0
23,183
...............................
0
17,526
...............................
0
167,892
...............................
0
0
...............................
0
6RACHEL GROSSDIR. PLANNED GIVING & ENDOWMENT (i)
(ii)
150,310
...............................
0
5,000
...............................
0
1,015
...............................
0
13,752
...............................
0
1,286
...............................
0
171,363
...............................
0
0
...............................
0
7DUKE NAVECONTROLLER (i)
(ii)
145,845
...............................
0
3,500
...............................
0
0
...............................
0
7,766
...............................
0
6,514
...............................
0
163,625
...............................
0
0
...............................
0
8ROB QUATTRODIRECTOR OF INFORMATION TECHNOLOGY (i)
(ii)
124,499
...............................
0
7,500
...............................
0
0
...............................
0
4,436
...............................
0
18,929
...............................
0
155,364
...............................
0
0
...............................
0
9ROBERT SELTZERDIRECTOR OF LEADERSHIP PHILANTHROPY (i)
(ii)
137,607
...............................
0
1,500
...............................
0
158
...............................
0
5,759
...............................
0
18,545
...............................
0
163,569
...............................
0
0
...............................
0
10IRA SCHWARTZFORMER CEO (i)
(ii)
0
...............................
0
0
...............................
0
456,254
...............................
0
0
...............................
0
0
...............................
0
456,254
...............................
0
0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A JEWISH FEDERATION SHALL PAY ALL REASONABLE AND NECESSARY EXPENSES TO ALLOW THE CEO'S SPOUSE TO ACCOMPANY HER TO ONE CONFERENCE OR MISSION EACH YEAR, PROVIDED THAT THERE IS AN APPROPRIATE PURPOSE THEREFORE IN THE FURTHERANCE OF JEWISH FEDERATION'S EXEMPT FUNCTION.
PART I, LINE 4A 4A - IRA M. SCHWARTZ, FORMER CEO - $456,254 PAYMENT IN ACCORDANCE WITH SEPARATION AGREEMENT.
Schedule J (Form 990) 2014

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.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
JEWISH FEDERATION OF GREATER PHILADELPHIA
 
Employer identification number
23-1500085
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 COLORADO EDUC AND CULTURAL FACILITIES AUTHORITY
 
84-0896727   09-04-2012 27,100,000 SEE PART VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 320,000      
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 27,100,000      
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . .        
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . .        
11 Other spent proceeds . . . . . . . . . . . . . . 27,100,000      
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2010
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) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X            
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X            
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet        
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet        
6 Total of lines 4 and 5 . . . . . . . . . . . . .        
7 Does the bond issue meet the private security or payment test? . . . . .   X            
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X            
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . .
  X            
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   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 "Yes" to 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 . . . . . . . . . DEUTSCHE BANK
 
 
 
 
 
 
 
c Term of hedge . . . . . . . . . . 4.900000000000      
d Was the hedge superintegrated? . . . .   X            
e Was the hedge terminated? . . . . . .   X            
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X            
b Name of provider . . . . . . . . .  
 
 
 
 
 
 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X            
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X              
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X              
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K SUPPLENTAL INFORMATION PART I, LINE A, COLUMN F: TO REFUND THEN OUTSTANDING TAX EXEMPT BONDS THAT FINANCED SCHWARTZ CAMPUS CAPITAL EXPENDITURES (2008 ISSUANCE) AND ISSUANCE COSTS, DEBT REDUCTION, AND CAPITAL IMPROVEMENTS AT KLEIN JCC AND 2100 ARCH STREET (2004 ISSUANCE).
Schedule K (Form 990) 2014

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
JEWISH FEDERATION OF GREATER PHILADELPHIA
 
Employer identification number

23-1500085
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





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

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2014
Schedule L (Form 990 or 990-EZ) 2014
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) RICHARD J GREEN CEO & VICE CHAIRMAN OF FIRSTRUST BANK & TRUSTEE & BOARD OF DIRECTOR OF JFGP -3,253,660 THE NET TRANSACTION AMOUNT IS ($3,253,660).CONSISTING OF THE FOLLOWING:($197,300) - REPAYMENT OF LOANS($12,200,000) - PRINCIPAL PAYDOWNS OF LINE OF CREDIT$9,300,000 - ADDITIONAL BORROWINGS FROM LINE OF CREDIT($156,360) - INTEREST PAID ON LINE OF CREDIT AND LOANS   No
(2)  
 
        No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2014

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
2014
Open to Public Inspection
Name of the organization
JEWISH FEDERATION OF GREATER PHILADELPHIA
 
Employer identification number

23-1500085
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 .. X 12 16,193 PROCEEDS LESS FEES
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 228 5,908,763 FMV LESS FEES
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous .. X 4 15,600 FMV
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential . X 1 95,000 FMV
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
1
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
Yes
 
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) (2014)
Schedule M (Form 990) (2014)
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
PART I, COLUMN (B): THE JEWISH FEDERATION RECOGNIZES IN COLUMN B EACH UNIQUE NON-CASH CONTRIBUTION RECEIVED FROM A DONOR.
PART I, LINE 32B: THE JEWISH FEDERATION USES A THIRD PARTY IF A DONOR WISHES TO CONTRIBUTE A VEHICLE. THE THIRD PARTY PROCESSES AND SELLS THE VEHICLE THEN FORWARDS PROCEEDS TO JEWISH FEDERATION FOR APPLICATION TO THE DONOR'S ACCOUNT. THE THIRD PARTY PREPARES ALL IRS TAX SUBSTANTIATION REQUIREMENTS.
Schedule M (Form 990) (2014)
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 990-EZ 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
2014
Open to Public
Inspection
Name of the organization
JEWISH FEDERATION OF GREATER PHILADELPHIA
 
Employer identification number

23-1500085
Return Reference Explanation
FORM 990, PART I, LINE 1 AS SUCH, THE JEWISH FEDERATION ACTS AS A CONVENER, FUNDRAISER AND FUNDER FOR NUMEROUS LOCAL, NATIONAL AND OVERSEAS JEWISH PROGRAMS AND SEEKS TO PARTNER WITH COMMUNITY INSTITUTIONS TO ADDRESS CRITICAL COMMUNITY NEEDS. CONVENER: THE JEWISH FEDERATION IS UNIQUELY POSITIONED TO BRING TOGETHER HUNDREDS AND EVEN THOUSANDS OF GREATER PHILADELPHIA COMMUNITY MEMBERS TO BOTH STRENGTHEN AND CELEBRATE JEWISH LIFE. EXAMPLES INCLUDE ORGANIZING LARGE-SCALE, HANDS-ON VOLUNTEER OPPORTUNITIES; HOSTING COMMUNITY-WIDE CELEBRATORY AND FUNDRAISING EVENTS; AND GALVANIZING SPECIAL EMERGENCY EFFORTS, SUCH AS RALLIES DURING TIMES OF WAR IN ISRAEL. ADDITIONALLY, THE JEWISH FEDERATION CONVENES SMALLER AFFINITY GROUPS OF LIKE-MINDED COMMUNITY MEMBERS, SUCH AS WOMEN, YOUNG ADULTS AND REAL ESTATE PROFESSIONALS. FUNDRAISER: EACH YEAR THE JEWISH FEDERATION BRINGS IN TENS OF MILLIONS OF DOLLARS THROUGH ITS ANNUAL AND ENDOWMENT CAMPAIGNS. FOR THE ANNUAL CAMPAIGN, JEWISH FEDERATION STAFF AND VOLUNTEERS RAISE DOLLARS THROUGH ONE-ON-ONE MEETINGS, PHON-A-THONS, EVENTS AND MAILINGS. THESE ANNUAL CAMPAIGN DOLLARS ARE ESSENTIALLY PUT TO IMMEDIATE USE TO ADDRESS THE JEWISH FEDERATION'S PRIORITIES. THROUGH THE ENDOWMENT CAMPAIGN, THE FEDERATION ENDOWMENTS CORPORATION GENERATES AND DISTRIBUTES ENDOWMENTS AND PLANNED GIFTS THAT IDEALLY SECURE THE COMMUNITY'S FUTURE. THE JEWISH FEDERATION STRIVES TO MATCH DONORS' PHILANTHROPIC PASSIONS AND INTERESTS WITH THE NEEDS OF THE COMMUNITY. FUNDER: THE JEWISH FEDERATION'S POLICY, STRATEGY AND FUNDING COMMITTEE PARTNERS WITH THE JEWISH FEDERATION'S THREE CENTERS FOR EXCELLENCE -- JEWISH LIFE & LEARNING, SOCIAL RESPONSIBILITY AND ISRAEL & OVERSEAS -- AND THE JEWISH FEDERATION'S RESEARCH AND EVALUATION DEPARTMENT TO ESTABLISH THE JEWISH COMMUNITY'S MOST PRESSING NEEDS IN GREATER PHILADELPHIA, IN ISRAEL AND AROUND THE WORLD, AND DIRECT JEWISH FEDERATION FUNDS TO THESE NEEDS. UPON THE APPROVAL OF THE JEWISH FEDERATION'S BOARDS OF DIRECTORS AND TRUSTEES, THE COMMITTEE DIRECTS FUNDS TO THE PROGRAMS THAT HAVE DEMONSTRATED THEY CAN BEST ADDRESS THE PRIORITIES. CURRENTLY THESE PRIORITIES ARE PROVIDING A SAFETY-NET FOR SENIORS, LOW-INCOME FAMILIES AND DISADVANTAGED YOUTH LOCALLY, IN ISRAEL AND WORLDWIDE; AND ENHANCING JEWISH LIFE AND LEARNING LOCALLY AND IN ISRAEL.
FORM 990, PART VI, SECTION A, LINE 2 AARON, BENNETT L. / AARON, CAROL - FAMILY RELATIONSHIP BARRACK, LEONARD / BARRACK, MICHELLE / BARRACK, LYNNE - FAMILY RELATIONSHIP BERMAN, BRYNA / BERMAN, SHARYN - FAMILY RELATIONSHIP BOROWSKY, IRVIN / BOROWSKY, GWEN - FAMILY RELATIONSHIP CONSTON, SHIRLEY / CONSTON, STUART - FAMILY RELATIONSHIP DISHLER, BERNARD / DISHLER, LANA - FAMILY RELATIONSHIP ERLBAUM, GARY / ERLBAUM DANIEL - FAMILY RELATIONSHIP FISHMAN, ANNABELLE / FISHMAN, MARK - FAMILY RELATIONSHIP GOLDER, ROBERT B. / SAFT, ELLYN G. - FAMILY RELATIONSHIP KRAMER, ARNOLD H./ KRAMER, KAREN G. - FAMILY RELATIONSHIP LAVER, ADAM / LAVER, SARA - FAMILY RELATIONSHIP LINCOW, BARBARA / COLE, JASON - FAMILY RELATIONSHIP MALMUD, JO-ANN / MALMUD, LEONARD - FAMILY RELATIONSHIP MINKOFF, JAY B. / MINKOFF, SARA - FAMILY RELATIONSHIP NEFF, ROY / NEFF, ROSALIND - FAMILY RELATIONSHIP NORRY, DR. ELLIOT C. / NORRY, GAIL - FAMILY RELATIONSHIP ROSS, LYN / ROSS, MICHAEL J. FAMILY RELATIONSHIP SCHNEIROV, ALLAN / SCHNEIROV, MIRIAM - FAMILY RELATIONSHIP SCHWARTZ, JEFFREY I. / SCHWARTZ, SUSAN - FAMILY RELATIONSHIP SHAPIRO, RAYMOND / SHAPIRO, JUDIE - FAMILY RELATIONSHIP SILVERBERG, MICHAEL / ZAPPIN, ROBIN - FAMILY RELATIONSHIP
FORM 990, PART VI, SECTION A, LINE 7B RELATIONSHIP BETWEEN THE JEWISH FEDERATION'S BOARD OF DIRECTORS AND BOARD OF TRUSTEES: THE JEWISH FEDERATION IS GOVERNED BY THE BOARD OF DIRECTORS. ACCORDING TO JEWISH FEDERATION'S BY-LAWS, ARTICLE 4.01, JEWISH FEDERATION'S BOARD OF TRUSTEES HAS THE POWER TO: - APPROVE JEWISH FEDERATION'S BUDGET - APPROVE JEWISH FEDERATION'S ALLOCATIONS - ELECT OFFICERS AND TRUSTEES - RESOLVE MAJOR POLICY ISSUES REFERRED BY THE BOARD OF DIRECTORS - EXPLORE AND PROVIDE DIRECTION FOR DEALING WITH MAJOR COMMUNITY CONCERNS - APPROVE LONG RANGE PLANS FOR THE JEWISH FEDERATION - AMEND JEWISH FEDERATION'S BY-LAWS IF THE TRUSTEES DO NOT APPROVE A DECISION MADE BY THE DIRECTORS, THE ITEM GOES BACK TO THE DIRECTORS FOR FURTHER DISCUSSION AND REVISION. THE ITEM IS THEN BROUGHT BACK TO THE TRUSTEES FOR ANOTHER VOTE. THIS PROCESS CAN CONTINUE UNTIL THE MATTER HAS BEEN RESOLVED. THE BOARD OF TRUSTEES HAS UP TO 250 MEMBERS, INCLUDING ALL DIRECTORS, ALL PAST JEWISH FEDERATION CAMPAIGN CHAIRS, AND THE PRESIDENT OF EACH LOCAL BENEFICIARY AGENCY. NON-VOTING HONORARY TRUSTEES MAY PARTICIPATE IN DISCUSSION PRIOR TO A VOTE.
FORM 990, PART VI, SECTION B, LINE 11 EACH YEAR THE JEWISH FEDERATION HAS VARIOUS TAX FILING REQUIREMENTS. THE TAX RETURNS ARE COMPLETED BY A TAX ACCOUNTING FIRM USING INFORMATION AUDITED BY AN INDEPENDENT AUDITING FIRM. THESE CAN BE THE SAME OR SEPARATE FIRMS AS SELECTED BY THE AUDIT COMMITTEE OF JEWISH FEDERATION. THE 990 IS PRESENTED BY THE TAX ACCOUNTING FIRM TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. AFTER THEIR REVIEW, THEY ARE PROVIDED TO THE BOARD OF DIRECTORS VIA E-MAIL OR MAIL FOR COMMENT AND THEN FILED.
FORM 990, PART VI, SECTION B, LINE 12C PROCEDURE FOR REGULARLY AND CONSISTENTLY MONITORING THE ENFORCEMENT OF CONFLICT OF INTEREST POLICY: PROCEDURE FOR BOARD OF TRUSTEES AND BOARD OF DIRECTORS: 1. PRIOR TO THE FIRST BOARD OF TRUSTEES MEETING AND THE FIRST BOARD OF DIRECTORS MEETING FOR EACH FISCAL YEAR, JEWISH FEDERATION DISTRIBUTES THE STATEMENT OF ETHICAL GUIDELINES TO ALL NEW AND RENEWING BOARD MEMBERS. BOARD MEMBERS ARE ASKED TO READ THE DOCUMENT, COMPLETE AND SIGN THE CONFLICT OF INTEREST STATEMENT, AND RETURN THE COMPLETED DOCUMENT TO JEWISH FEDERATION. THIS CAN BE DONE ONLINE OR VIA US MAIL. 2. ONE MONTH AFTER THE CONFLICT OF INTEREST STATEMENT IS DISTRIBUTED TO ALL BOARD MEMBERS, THE DOCUMENT IS SENT A SECOND TIME TO ANY BOARD MEMBERS WHO DID NOT COMPLETE, SIGN AND RETURN THE CONFLICT OF INTEREST STATEMENT. 3. ALL RESPONSES ON THE CONFLICT OF INTEREST STATEMENT ARE COMPILED AND THEN REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER. A COMPREHENSIVE REPORT IS PROVIDED TO THE ETHICS COMMITTEE FOR REVIEW AND ANY REQUIRED ACTION STEPS. 4. THE SIGNED CONFLICT OF INTEREST STATEMENTS ARE KEPT ON FILE FOR A PERIOD OF 7 YEARS. PROCEDURE FOR JEWISH FEDERATION EMPLOYEES: 1. IN CONCURRENCE WITH THE BOARD OF TRUSTEES AND BOARD OF DIRECTORS, THE DIRECTOR OF HUMAN RESOURCES DISTRIBUTES THE STATEMENT OF ETHICAL GUIDELINES VIA EMAIL AND REQUESTS THAT ALL EMPLOYEES REVIEW THE DOCUMENT AND COMPLETE AND SIGN THE CONFLICT OF INTEREST STATEMENT VIA ELECTRONIC SURVEY. 2. ALL JEWISH FEDERATION EMPLOYEE RESPONSES ARE REVIEWED BY THE DIRECTOR OF HUMAN RESOURCES AND THE CHIEF FINANCIAL OFFICER. A COMPREHENSIVE REPORT IS PROVIDED TO THE ETHICAL GUIDELINES AND PRACTICES COMMITTEE FOR REVIEW AND ANY REQUIRED ACTION STEPS. 3. THE ELECTRONIC RESPONSES TO THE CONFLICT OF INTEREST STATEMENT ARE KEPT ON FILE FOR A PERIOD OF 7 YEARS.
FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION: AS IS THE CASE WITH ALL EMPLOYEES, THE JEWISH FEDERATION IS COMMITTED TO PROVIDING MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM (INCLUDING CHIEF EXECUTIVE OFFICER, OFFICERS AND KEY EMPLOYEES) WITH A FAIR AND REASONABLE BASE PAY OPPORTUNITY; REFLECTIVE OF EACH JOB'S VALUE TO THE ORGANIZATION AND CONSISTENT WITH PREVAILING LABOR MARKET/INDUSTRY COMPENSATION PRACTICES. PAY DECISIONS ARE MADE ON THE BASIS OF EMPLOYEES' QUALIFICATIONS AND ACTUAL PERFORMANCE. THE PROCESS FOR DETERMINING EXECUTIVE COMPENSATION INCLUDES THREE ELEMENTS: (1) USE OF DATA TO DETERMINE COMPARABLE COMPENSATION, (2) REVIEW AND APPROVAL BY THE JEWISH FEDERATION'S COMPENSATION COMMITTEE, AND (3) DOCUMENTATION AND RECORDKEEPING. 1. USE OF DATA TO DETERMINE COMPARABLE COMPENSATION: JEWISH FEDERATION WILL REVIEW CEO COMPENSATION DATA ON AN ANNUAL BASIS AND PROVIDE A SUMMARY OF THE DATA TO THE COMPENSATION COMMITTEE. CEO DATA WILL BE PROVIDED THROUGH JEWISH FEDERATIONS OF NORTH AMERICA'S ANNUAL EXECUTIVE COMPENSATION SURVEY AND OTHER SIMILARLY SITUATED ORGANIZATIONS. DATA FOR OTHER EXECUTIVE POSITIONS WILL BE COLLATED BY AN INDEPENDENT CONSULTANT AT LEAST EVERY TWO YEARS. 2. REVIEW AND APPROVAL OF EXECUTIVE COMPENSATION: A) CEO: THE COMPENSATION COMMITTEE WILL DISCUSS, NO LATER THAN AUGUST, UNLESS EMPLOYEE CONTRACT STATES OTHERWISE, THE PRESIDENT'S RECOMMENDATION REGARDING THE CEO'S SALARY AND BONUS. THE COMMITTEE WILL BE PROVIDED WITH COMPARABLE DATA PRIOR TO APPROVING ANY RECOMMENDATIONS. AT THE TIME OF THE DISCUSSION AND DECISION CONCERNING THE CEO'S COMPENSATION, THE CEO SHOULD NOT BE PRESENT. AT ALL TIMES COMMITTEE MEMBERS MUST DISCLOSE ANY CONFLICTS OF INTEREST. B) OTHER EXECUTIVES: THE COMPENSATION COMMITTEE WILL ALSO DISCUSS, NO LATER THAN AUGUST, THE CEO'S RECOMMENDATIONS FOR EXECUTIVE SALARIES AND BONUSES WHICH BECOME EFFECTIVE THE FIRST FULL PAYROLL IN SEPTEMBER. THIS COMMITTEE WILL ALSO REVIEW ALL MULTI-YEAR CONTRACTS FOR ANY NEW MEMBER OF THE EXECUTIVE TEAM. NO MEMBER OF THE EXECUTIVE TEAM, OTHER THAN THE CEO, MAY BE PRESENT DURING THIS DISCUSSION. AT ALL TIMES COMMITTEE MEMBERS MUST DISCLOSE ANY CONFLICTS OF INTEREST. 3. DOCUMENTATION AND RECORDKEEPING: MINUTES OF COMPENSATION COMMITTEE MEETINGS WILL BE COMPLETED NO LATER THAN 60 DAYS FOLLOWING DISCUSSIONS AND DECISION-MAKING. EXECUTIVE PERFORMANCE APPRAISALS, BONUSES AND SALARY ADJUSTMENTS REMAIN ON FILE IN THE HUMAN RESOURCES DEPARTMENT.
FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DISCLOSURE: JEWISH FEDERATION BELIEVES IN FULL DISCLOSURE AND TRANSPARENCY. THEREFORE, AT ANY TIME, ANYONE CAN REQUEST A COPY OF FORM 990, FORM 990T, AUDITED FINANCIAL STATEMENTS, FORM 1023, GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AND IT WILL BE PROVIDED TO THEM. IT IS OUR POLICY TO RECEIVE THE REQUEST IN WRITING, SIGNED BY THE REQUESTOR, TO THE OFFICE OF THE CHIEF EXECUTIVE OFFICER OR THE OFFICE OF THE CHIEF FINANCIAL OFFICER. WE WILL RELEASE A COPY WITHIN A REASONABLE TIME BUT NOT TO EXCEED TEN BUSINESS DAYS. OUR ANNUAL AUDITED FINANCIAL STATEMENTS AND OUR FORM 990 MAY ALSO BE FOUND ON OUR WEBSITE WWW.JEWISHPHILLY.ORG.
FORM 990, PART XI, LINE 9: EQUITY ON LOSS OF EXPONENT -684,154. CHANGE IN VALUE - NON-PARTICIPATING ASSETS 1,974,986. CHANGE IN VALUE - CHARITABLE REMAINDER TRUST -95,923. CHANGE IN VALUE - CHARITABLE GIFT ANNUITIES 176,169. PROVISION FOR UNCOLLECTIBLES -646,505. GAIN ON INTEREST RATE SWAP 50,368. PENSION-RELATED CHANGES OTHER THAN NET PERIODIC COSTS -5,703,582. INVESTMENT INCOME FROM PARTNERSHIP -104,311. FORFEITED GRANTS 213,497. IN-KIND EXPENSES -1,076,952.
FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR PERIOD AND IS DETAILED IN SCHEDULE O, SECTION B, LINE 11.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


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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
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
JEWISH FEDERATION OF GREATER PHILADELPHIA
 
Employer identification number

23-1500085
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) FOUNDATION FOR JEWISH DAY SCHOOLS OF GREATER PHILADELPHIA
2100 ARCH STREET

PHILADELPHIA,PA19103
23-3087655
TUITION ASSISTANCE/ JEWISH EDUCATION PA 501(C)(3) 7 JEWISH FEDERATION OF GREATER PHILADELPHIA
 
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) JEWISH EXPONENT

2100 ARCH STREET
PHILADELPHIA,PA19103
23-0734230
PUBLISHING PA JEWISH FEDERATION OF GR PHILA
 
C -684,154 -2,714,825 100.000 % Yes  
(2) CHARITABLE REMAINDER TRUSTS (25)

2100 ARCH STREET
PHILADELPHIA,PA19103
CHARITABLE SPLIT INTEREST TRUST PA JEWISH FEDERATION OF GR PHILA
 
T       Yes  










Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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
 
No
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
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
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
 
No
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
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
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 EXPONENT

A 61,888 ACCRUAL
(2) JEWISH EXPONENT

D 1,600,000 FAIR MARKET VALUE
(3) JEWISH EXPONENT

M 228,015 ACCRUAL
(4) JEWISH EXPONENT

Q 126,014 ACCRUAL
(5) JEWISH EXPONENT

R 100,000 ACCRUAL
(6) JEWISH EXPONENT

S 100,458 ACCRUAL
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
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) 2014
Additional Data


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