Form990


Department of the TreasuryInternal 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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 07-01-2023 , and ending 06-30-2024
BCheck if applicable:
CName of organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
 
% LAWRENCE BROOKS
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
25 Broadway Suite 1700
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
New York, NY10004
D Employer identification number

13-1624240
E Telephone number

G Gross receipts $ 703,102,175
F Name and address of principal officer:
ERIC FINGERHUT
25 Broadway STE 1700
New York,NY10004
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
www.jewishfederations.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  
K Form of organization:  
L Year of formation: 1935
M State of legal domicile: NY
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: See Schedule O
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 122
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 122
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 190
6 Total number of volunteers (estimate if necessary) ............. 6 180
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 264,610,007 679,167,610
9 Program service revenue (Part VIII, line 2g) ......... 7,800,736 18,290,178
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,909,970 4,263,612
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,346,113 687,732
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 278,666,826 702,409,132
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 234,595,050 559,886,225
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) 24,408,251 23,189,487
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 1,986,850
b Total fundraising expenses (Part IX, column (D), line 25) 732,760    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 23,966,382 31,190,562
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 282,969,683 616,253,124
19 Revenue less expenses. Subtract line 18 from line 12....... -4,302,857 86,156,008
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 343,684,388 504,221,551
21 Total liabilities (Part X, line 26)............. 147,530,106 216,065,791
22 Net assets or fund balances. Subtract line 21 from line 20..... 196,154,282 288,155,760
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2023)
Form 990 (2023)
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 FEDERATION MOVEMENT PROTECTS AND ENHANCES THE WELL-BEING OF JEWS WORLDWIDE THROUGH THE VALUES OF TIKKUN OLAM (REPAIRING THE WORLD), TZEDAKAH (CHARITY AND SOCIAL JUSTICE) AND TORAH (JEWISH LEARNING). THE JEWISH FEDERATIONS OF NORTH AMERICA LEADS A CONTINENTAL FEDERATION MOVEMENT TO MOBILIZE FINANCIAL AND SOCIAL RESOURCES THROUGH PHILANTHROPIC ENDEAVORS, STRATEGIC INITIATIVES AND INTERNATIONAL AGENCIES THAT STRENGTHEN THE JEWISH PEOPLE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 340,719,801 including grants of $ 337,605,482 ) (Revenue $ 0 )
ISRAEL EMERGENCY CRISIS: IMMEDIATELY FOLLOWING THE BRUTAL ATTACK BY HAMAS ON ISRAEL ON OCTOBER 7, 2024, JFNA LAUNCHED AN ISRAEL EMERGENCY CAMPAIGN TO SUPPORT IMMEDIATE NEEDS OF THE VICTIMS OF TERROR AND EVACUEES, AND PROVIDE TRAUMA SUPPORT, PSYCHOSOCIAL CARE, AND EMERGENCY MEDICAL EQUIPMENT. PROGRAMS HAVE ALSO BEEN DEVELOPED FOCUSING ON ECONOMIC RECOVERY, COMMUNITY RESILIENCE, AND ONGOING SUPPORT FOR IMPACTED YOUTH AND FAMILIES.
4b (Code:   ) (Expenses $ 190,055,294 including grants of $ 188,318,110 ) (Revenue $ 0 )
GRANTS TO UNITED ISRAEL APPEAL, INC.: THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE AND WORLD ORT. PROVIDING IMMIGRATION AND ABSORPTION SERVICES FOR JEWISH IDENTITY PROGRAMS, EDUCATIONAL AND VOCATIONAL TRAINING, RELIEF AND WELFARE PROGRAMS AROUND THE WORLD AND SOCIAL DEVELOPMENT PROGRAMS.
4c (Code:   ) (Expenses $ 36,555,071 including grants of $ 17,819,577 ) (Revenue $ 10,629,039 )
POWER OF THE COLLECTIVE: JFNA HELPS FEDERATIONS BUILD FLOURISHING JEWISH COMMUNITIES. IN THE FIELDS OF CAREGIVING, AGING, PHILANTHROPY, DISABILITY, FOREIGN POLICY, HOMELAND SECURITY AND HEALTH CARE, WE ARE THOUGHT LEADERS AND ADVOCATES.
(Code:   ) (Expenses $ 9,833,405 including grants of $ 9,572,473 ) (Revenue $   )
THE UKRAINE CRISIS
(Code:   ) (Expenses $ 1,870,512 including grants of $ 1,451,220 ) (Revenue $ 172,690 )
HUMANITARIAN ASSISTANCE
(Code:   ) (Expenses $ 2,989,794 including grants of $ 0 ) (Revenue $ 626,221 )
Work with Overseas partners
(Code:   ) (Expenses $ 6,111,108 including grants of $ 4,501,826 ) (Revenue $   )
U.S. Government Grant Holocaust Survivors Fund
(Code:   ) (Expenses $ 3,962,191 including grants of $   ) (Revenue $ 1,126,643 )
Recruiting & developing talent for Federations
(Code:   ) (Expenses $ 12,377,547 including grants of $ 617,538 ) (Revenue $ 5,735,585 )
Fundraising Infrastructure
4d Other program services (Describe in Schedule O.)
(Expenses $ 37,144,557 including grants of $ 16,143,057 ) (Revenue $ 7,661,139 )
4e Total program service expenses604,474,723
Form 990 (2023)
Form 990 (2023)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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
List of Attached Documents:
// Content
.............
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
List of Attached Documents:
// Content
.........
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
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
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
Yes
 
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
......
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
// Content
.......
11b
 
No
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
......................
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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 IV.....Click to see attachment
List of Attached Documents:
// Content
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
List of Attached Documents:
// Content
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
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
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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
List of Attached Documents:
// Content
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
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...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 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 ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
33
Yes
 
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
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
303
b
Enter the number of Forms W-2G included on 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
 
Form 990 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
190
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: IS
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
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
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
122
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
122
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
 
No
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
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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 on 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 on 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 on 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 filed
AL , AK , AR , CA , CO , CT , FL , GA , HI , IL , KS , KY , MD , MA , MI , MN , MS , NV , NH , NJ , NM , NY , NC , ND , OH , OR , PA , RI , SC , TN , UT , VA , WA , WV , WI
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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:
LAWRENCE BROOKS25 BROADWAY SUITE 1700   NEW YORK,NY10004 (212) 284-6957
Form 990 (2023)
Form 990 (2023)
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 the 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) Eric Fingerhut......................................................................
President & CEO
50.0
.................
0.0
    X       691,018 0 59,019
(2) Shira Hutt......................................................................
Executive Vice President
50.0
.................
0.0
    X       386,778 0 18,491
(3) Rebecca Caspi......................................................................
Director General Israel Office
50.0
.................
0.0
      X     340,108 0 38,229
(4) Michelle Kravetz......................................................................
Chief Impact & Growth Officer
50.0
.................
0.0
      X     327,893 0 48,429
(5) Sarah Eisenman......................................................................
Chief Jewish Life Officer
50.0
.................
0.0
        X   277,880 0 54,714
(6) Davi Ellis......................................................................
Chief Information Officer
50.0
.................
0.0
        X   284,074 0 46,611
(7) Elizabeth Fisher......................................................................
Chief Talent Officer
50.0
.................
0.0
        X   276,234 0 50,483
(8) Amanda Goldstein......................................................................
VP, Philanthropy & FRD
50.0
.................
0.0
        X   296,487 0 14,526
(9) Adam Teitelbaum......................................................................
Snr Director Philanthr Initiat
50.0
.................
0.0
        X   264,049 0 32,723
(10) Evan Hochberg......................................................................
Deputy Director, Assoc VP IL
25.0
.................
25.0
    X       108,769 108,769 54,646
(11) Elana Broitman......................................................................
FORMER SR. VP, PA - THRU 10/23
50.0
.................
0.0
          X 218,482 0 44,563
(12) Pamela A Zaltsman......................................................................
Senior Advisor,Israel&Overseas
25.0
.................
25.0
    X       123,312 123,312 15,452
(13) Pamela Kurtzman......................................................................
Managing Director, Bond Prog
50.0
.................
0.0
      X     177,895 0 10,197
(14) Robert Spodek......................................................................
FORMER CFO- thru 6/23
50.0
.................
0.0
          X 111,180 0 26,686
(15) Mark Wilf......................................................................
Past Chair of the Board
1.0
.................
0.0
X           0 0 0
(16) David T Brown......................................................................
Vice Chair of the Board
20.0
.................
0.0
X   X       0 0 0
(17) Julie B Platt......................................................................
Chair of the Board
20.0
.................
0.0
X   X       0 0 0
Form 990 (2023)
Form 990 (2023)
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) Ari Ackerman........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(19) Susanna Lachs Adler........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(20) Sanford Antignas........................................................................
Trustee
1.0
.......................10.0
X           0 0 0
(21) Stephen Aronson........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(22) Ariel Bentata........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(23) Gita Berk........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(24) Dennis Bernard........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(25) Deborah Brant........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(26) Matt Bronfman........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(27) David J Butler........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(28) Amy Berger Chafetz........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(29) Brett Cohen........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(30) Leslie Dannin Rosenthal........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(31) Cindy Finestone........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(32) William Freedman........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(33) Judith Galler........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(34) Theodore Goldberg........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(35) Michael Goldberg........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(36) David Golder........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(37) Beth Goldsmith........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(38) Meridith Goldstein........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(39) Sara Gottlieb........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(40) Jacy Grais........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(41) Suzanne B Grant........................................................................
Treasurer
20.0
.......................0.0
X   X       0 0 0
(42) James Heeger........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(43) J David Heller........................................................................
Nat. Campaign Chair
20.0
.......................0.0
X   X       0 0 0
(44) Dana Hirt........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(45) Andrew S Hochberg........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(46) Andy Hodes........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(47) Rachel Hoffer........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(48) Cynthia Janower........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(49) Brian Katz........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(50) Judith Kaye........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(51) Linda Kerzner........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(52) Simone Knego........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(53) Heather Kline........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(54) Lori Klinghoffer........................................................................
Trustee
1.0
.......................15.0
X           0 0 0
(55) Raena Korenman........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(56) Shelly Kupfer........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(57) Deborah Minkhoff........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(58) Maxine Murnick........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(59) Marcey Orley........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(60) Cintra Pollack........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(61) Albert Praw........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(62) Dena Boronkay Rashes........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(63) Jill Rose........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(64) David Saginaw........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(65) Richard V Sandler........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(66) Jane Schiff........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(67) Marissa Schlaifer........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(68) Jeffrey Schoenfeld........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(69) Robert Schottenstein........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(70) Hope Silverman........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(71) Jodie Sobel........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(72) Susan Sorkin........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(73) Tracey Spiegelman........................................................................
Trustee
1.0
.......................1.0
X           0 0 0
(74) Lecia Sud........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(75) David Sufrin........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(76) Darren Sukonick........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(77) Pam Szokol........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(78) Beth Wain Brandon........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(79) Neil Wallack........................................................................
Secretary
20.0
.......................0.0
X   X       0 0 0
(80) Andrea Weinberger........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(81) Ellen Weinstein........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(82) Jeffrey Wild........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(83) Robert Yass........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(84) Gary Youra........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(85) Daniel Zelman........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(86) Jody Ellant........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(87) Robin Kauffman Saran........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(88) Max Schrayer........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(89) Jodi Schwartz........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(90) Jodie Kaufman Davis........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(91) Ellie Bressman Davis........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(92) Suzanne Doft........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(93) April Eisen-Leavy........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(94) Lisa Engel........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(95) LaDona Fishkin........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(96) Iris Kraemer........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(97) Jack Maizel........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(98) Yehuda Neurberger........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(99) Jon Parritz........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(100) Susan Shulman Pertnoy........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(101) Joseph Probasco........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(102) Ariella Rohringer........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(103) Joel Segal........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(104) Lillian Serviansky........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(105) Andre Tarraf........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(106) Helen Zalik........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(107) Wendy Abrams........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(108) Sharon Janks........................................................................
Trustee
1.0
.......................3.0
X           0 0 0
(109) Zoe Riekes........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(110) Ann Pava........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(111) Jacob Shapiro........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(112) Beth Arogeti........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(113) Amy Benedikt........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(114) Barry Berg........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(115) Lisa Brashem........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(116) Amy Bressman........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(117) Jill Dulitsky........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(118) Bryan Goldberg........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(119) Cynthia Golub........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(120) Kim Hartman........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(121) Dot Hayman........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(122) Betsy Heuer........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(123) Dan Kinel........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(124) Jan Levinson........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(125) Beth Liss........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(126) Joan Lubar........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(127) Michael Markman........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(128) Lana Marks Pulver........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(129) Bradley Sherman........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(130) Robin Stein........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(131) Paul Wolff........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(132) Leslie Richmond........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(133) Danielle Breslow Gross........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(134) Rena Kopelman........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(135) Brett Tanzman........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(136) Lynne Cohen........................................................................
Trustee - began service Aug'23
1.0
.......................0.0
X           0 0 0
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 3,884,159 232,081 514,769
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 58
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
SKDKNICKERBOCKER LLC,
ONE WORLD TRADE CENTER 69TH FLOOR
NEW YORK,NY10007
Event Consultant 1,114,097
Fifty Thirteen LLC,
PO Box 51293
WASHINGTON,DC20091
Event Consultant 1,032,872
HILTON CHICAGO,
720 S MICHIGAN
CHICAGO,IL60605
Accommodation serv 667,148
Concourse Hosting LLC,
3400 188th St SW Suite 590
LYNWOOD,WA98037
DONOR MANAGEMENT SYS 666,000
AVFX LLC,
9 Micro Drive
WOBURN,MA01801
Video Production 404,910
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 31
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 4,496,109
f All other contributions, gifts, grants, and similar amounts not included above1f 674,671,501
g Noncash contributions included in lines 1a - 1f:$ 1g 8,982,473
h Total. Add lines 1a-1f....... 679,167,610
 Program Service RevenueAmt Business Code
2a FUNDRAISING INFRASTRUCTURE 900099 5,735,585 5,735,585    
b POWER OF THE COLLECTIVE 900099 10,629,039 10,629,039    
c RECRUITING AND DEVELOPING TALENT 900099 1,126,643 1,126,643    
d WORK WITH OVERSEAS PARTNERS 900099 626,221 626,221    
e HUMANITARIAN DISASTER RELIEF 900099 172,690 172,690    
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 18,290,178
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 3,813,027     3,813,027
4 Income from investment of tax-exempt bond proceeds 0      
5 Royalties........... 0      
(i) Real (ii) Personal
6a Gross rents 6a 127,427  
b Less: rental expenses 6b 0  
c Rental income or (loss) 6c 127,427 0
d Net rental income or (loss)....... 127,427     127,427
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 1,143,628  
b Less: cost or other basis and sales expenses 7b 693,043  
c Gain or (loss) 7c 450,585  
d Net gain or (loss)......... 450,585     450,585
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a 0
b Less: direct expenses ... 8b 0
c Net income or (loss) from fundraising events.. 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities.. 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory.. 0      
 OtherRevenueMiscAmt
Business Code
11a MISCELLANEOUS INCOME 900099 560,305     560,305
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 560,305
12 Total revenue. See instructions..... 702,409,132 18,290,178 0 4,951,344
Form 990 (2023)
Form 990 (2023)
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 .... 546,568,225 546,568,225
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0 0
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 13,318,000 13,318,000
4 Benefits paid to or for members ....... 0 0
5 Compensation of current officers, directors, trustees, and key employees ........... 2,323,127 1,861,941 429,445 31,741
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0 0    
7 Other salaries and wages........ 17,292,338 12,247,087 4,544,163 501,088
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,393,956 1,005,080 350,280 38,596
9 Other employee benefits ....... 2,769,985 2,170,848 540,791 58,346
10 Payroll taxes ........... 1,396,931 1,085,596 280,927 30,408
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 271,024 220,744 50,248 32
c Accounting ........... 201,569 23,625 177,944  
d Lobbying ........... 227,750 227,750    
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 556,631   556,631  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 10,463,110 8,726,375 1,726,308 10,427
12 Advertising and promotion .... 1,637,603 1,625,282 9,684 2,637
13 Office expenses ....... 1,346,976 614,513 721,663 10,800
14 Information technology ...... 114,150   114,150  
15 Royalties .. 0      
16 Occupancy ........... 4,006,197 3,380,811 625,386  
17 Travel ............ 230,628 220,042 3,229 7,357
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 8,362,484 8,143,707 177,449 41,328
20 Interest ........... 22,558 22,558    
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 584,093 475,452 108,641  
23 Insurance ... 628,702   628,702  
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 MISSIONS 2,537,087 2,537,087    
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 616,253,124 604,474,723 11,045,641 732,760
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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 60,817,953 1 110,966,146
2 Savings and temporary cash investments ......... 1,580,540 2 102,616,478
3 Pledges and grants receivable, net ...... 33,946,347 3 34,869,512
4 Accounts receivable, net ............. 158,305,386 4 148,439,873
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 5,493 7 5,493
8 Inventories for sale or use ............ 0 8 0
9 Prepaid expenses and deferred charges ...... 776,640 9 2,327,807
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 11,445,814
b Less: accumulated depreciation 10b 9,582,052 2,419,999 10c 1,863,762
11 Investments—publicly traded securities . 51,481,174 11 55,619,966
12 Investments—other securities. See Part IV, line 11 ..... 20,617,400 12 23,134,399
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 13,733,456 15 24,378,115
16 Total assets. Add lines 1 through 15 (must equal line 33)... 343,684,388 16 504,221,551
Liabilities 17 Accounts payable and accrued expenses ..... 25,601,242 17 34,711,351
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 2,120,020 19 3,900,990
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 119,808,844 25 177,453,450
26 Total liabilities. Add lines 17 through 25.. 147,530,106 26 216,065,791
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 58,050,719 27 63,322,277
28 Net assets with donor restrictions ........... 138,103,563 28 224,833,483
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 196,154,282 32 288,155,760
33 Total liabilities and net assets/fund balances ........ 343,684,388 33 504,221,551
Form 990 (2023)
Form 990 (2023)
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
702,409,132
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
616,253,124
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
86,156,008
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
196,154,282
5
Net unrealized gains (losses) on investments ...............
5
6,340,997
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-495,527
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
288,155,760
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 on
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
Yes
 
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
Yes
 
Form 990 (2023)
Form 990 (2023)
Additional Data


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

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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
 
Employer identification number

13-1624240
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 12, check only one box.)
1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% 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.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
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- 10 above (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 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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 failed 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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 232,199,982 251,520,361 357,105,507 264,610,007 679,167,610 1,784,603,467
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 232,199,982 251,520,361 357,105,507 264,610,007 679,167,610 1,784,603,467
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) .. 0
6 Public support. Subtract line 5 from line 4. 1,784,603,467
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
7 Amounts from line 4.. 232,199,982 251,520,361 357,105,507 264,610,007 679,167,610 1,784,603,467
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 2,060,898 1,599,606 1,853,890 1,784,211 3,940,454 11,239,059
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..   20,231 430,227 1,311,113 560,305 2,321,876
11 Total support. Add lines 7 through 10 1,798,164,402
12
12
29,706,254
13
First 5 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
99.246 %
15
15
99.237 %
16a
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2023

Schedule A (Form 990) 2023
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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 on 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
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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 (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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 section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% 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 on line 7? If “Yes,” complete Part I 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 on line 9a) 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 on line 9a) 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 section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b 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
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
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 on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2023

Schedule A (Form 990) 2023
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 (explain in Part VI). 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 0.015 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 0.035 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) 2023

Schedule A (Form 990) 2023
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2023 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2023
(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2023. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2024. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
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 (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
 
Employer identification number

13-1624240
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
 
Employer identification number
13-1624240
Part I
Contributors
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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
 
Employer identification number

13-1624240
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
 
Employer identification number

13-1624240
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) (2023)
Additional Data


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

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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on 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
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
 
Employer identification number

13-1624240
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. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2022

Schedule C (Form 990) 2022
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
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) ...................... 67,627  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 608,643  
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 676,270  
d Other exempt purpose expenditures ............................................................................... 615,576,855  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 616,253,125  
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-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2019 (b) 2020 (c) 2021 (d) 2022 (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 804,065 846,390 819,670 608,643 3,078,768
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 80,406 84,639 91,074 67,627 323,746
Schedule C (Form 990) 2022


Schedule C (Form 990) 2022
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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
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) 2022


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
 
Employer identification number

13-1624240
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on 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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 FASB 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 on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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" on 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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 54,933,000 52,104,000 56,919,000 52,431,000 29,843,000
b Contributions ... 1,669,000 1,639,000 251,000 388,000 128,000
c Net investment earnings, gains, and losses 3,686,000 3,388,000 -2,463,000 6,500,000 602,000
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
1,961,000 2,198,000 2,603,000 2,400,000 602,000
f Administrative expenses ....          
g End of year balance ...... 58,327,000 54,933,000 52,104,000 56,919,000 29,971,000
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow48.000 %
b
Permanent endowment right arrow52.000 %
c
Term endowment right arrow  
The percentages on 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" on 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" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   6,904,409 5,510,956 1,393,453
d Equipment ....   3,396,502 3,020,122 376,380
e Other .....   1,144,903 1,050,974 93,929
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 1,863,762
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on 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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
DUE TO RELATED ENTITIES 147,253,529
TRUSTS PAYABLE 1,713,827
LEASES 347,241
OPERATING LEASE ROU LIABILITY 28,138,853





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 177,453,450
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) 2022

Schedule D (Form 990) 2022
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 716,660,089
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 6,340,997
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d 464,767,120
e Add lines 2a through 2d ..................... 2e 471,108,117
3 Subtract line 2e from line 1.................. 3 245,551,972
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 556,631
b Other (Describe in Part XIII.) ........... 4b 456,300,529
c Add lines 4a and 4b.................... 4c 456,857,160
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 702,409,132
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 628,059,698
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d 468,663,734
e Add lines 2a through 2d.................... 2e 468,663,734
3 Subtract line 2e from line 1................... 3 159,395,964
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 556,631
b Other (Describe in Part XIII.) ........... 4b 456,300,529
c Add lines 4a and 4b..................... 4c 456,857,160
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 616,253,124
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part V, Line 4: THE JEWISH FEDERATIONS OF NORTH AMERICA MAINTAINS ENDOWMENT FUNDS TO SUPPORT PROGRAMS INCLUDING THE JEWISH DATABANK, CREATE A JEWISH LEGACY, VARIOUS PROGRAMS ABROAD INCLUDING ISRAEL AND THE FORMER SOVIET UNION, SUPPORT FEDERATIONS ANNUAL CAMPAIGNS AND TO MAINTAIN THE JEWISH DATABANK.
Schedule D, Part X, Line 2: UNDER ASC 740, INCOME TAXES, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. THE IMPLEMENTATION OF ASC 740 HAD NO IMPACT ON JFNA'S CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT BELIEVE IT HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT HAS NOT RECORDED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE THEY ARE REQUIRED TO DO SO. ADDITIONALLY, THE ORGANIZATION HAS FILED IRS FORM 990 INFORMATION RETURNS, AS REQUIRED, AND ALL OTHER APPLICABLE RETURNS IN JURISDICTIONS WHERE SO REQUIRED. FOR THE YEAR ENDED JUNE 30, 2024, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES.
Schedule D, Part XI, Line 2d: REVENUE OF $464,767,120. ATTRIBUTABLE TO UNITED ISRAEL APPEAL, INC. (A WHOLLY OWNED SUBSIDIARY) WHICH IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND IS REQUIRED TO FILE A SEPARATE FORM 990.
Schedule D, Part XI, Line 4b: JFNA/UIA ELIMINATION ENTRY.....$456,300,529
Schedule D, Part XII, Line 2d: EXPENSES OF $468,663,734 ATTRIBUTABLE TO UNITED ISRAEL APPEAL, INC. (A WHOLLY OWNED SUBSIDIARY) WHICH IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND IS REQUIRED TO FILE A SEPARATE FORM 990.
Schedule D, Part XII, Line 4b: JFNA/UIA ELIMINATION ENTRY.....$456,300,529
Schedule D, Part V, Column D, Lines 1A thru 1G: THE NUMBERS REPRESENTED HERE INCLUDE ENDOWMENTS BELONGING TO JFNA AND UIA (WHOLLY OWNED SUBSIDIARY) FOR WHICH JFNA IS THE CUSTODIAN. JFNA HOLDS UIA'S ENDOWMENTS AND THIS PRESENTATION IS CONSISTENT WITH FINANCIAL STATEMENT PRESENTATION. UNTIL FY 2021, JFNA FINANCIALS ONLY DISCLOSED PERMANENTLY RESTRICTED ENDOWMENTS ON ITS NOTES TO THE FINANCIAL STATEMENTS. STARTING FY 2021, BOTH 0 THE BOARD DESIGNATED AND PERMANENTLY RESTRICTED ENDOWMENTS HAVE BEEN DISCLOSED IN THE NOTES TO THE FINANCIAL STATEMENTS, LEADING TO AN INCREASE IN THE BEGINNING BALANCE FROM FY 2021. THE PRIOR YEAR'S NUMBERS HAVE BEEN RESTATED TO CONFORM TO THE FINANCIAL STATEMENT NUMBERS.
Schedule D (Form 990) 2022


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 arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
 
Employer identification number

13-1624240
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on 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 the region (d) Activities conducted in region (by type) (such as, 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 the region
(f) Total expenditures
for and investments
in the region
Middle East and North Africa 1 25 Program Services SEE PART V 13,712,525
Middle East and North Africa     Grantmaking   10,910,000
Russia and the Newly Independent States     Grantmaking   920,000
Europe (Including Iceland and Greenland)     Grantmaking   1,475,000
North America     Grantmaking   13,000
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 1 25 27,030,525
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 1 25 27,030,525
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
Middle East and North Africa ISRAEL EMERGENCY CAMPAIGN 10,785,000 WIRE      
Middle East and North Africa HAREDIM SECURITY PROJECT 125,000 WIRE      
Russia and the Newly Independent States UKRAINE RELIEF 920,000 WIRE      
Europe (Including Iceland and Greenland) UKRAINE RELIEF 1,475,000 WIRE      
North America EDUCATION PGMS 6,000 WIRE      
North America OCTOBER 7 MICROGRANTS 7,000 WIRE      
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
21
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
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 separately 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; don't 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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Schedule F, Part I, line 2: UNDER THE DIRECTION OF THE JEWISH FEDERATIONS OF NORTH AMERICA, LAY LEADER COMMITTEES AND PROFESSIONALS EVALUATE EACH GRANTEE EXTENSIVELY, BEFORE AND AFTER FUNDS ARE DISTRIBUTED. THE COMMITTEES MONITOR THE USE OF FUNDS, ENSURING THAT ALLOCATIONS REFLECT THE PRIORITIES OF THE JEWISH FEDERATION MOVEMENT. FUNDING GUIDELINES INCLUDE THAT ALL GRANTEE ORGANIZATIONS MUST BE WELL-GOVERNED, COMPLY WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, PRODUCE AN ANNUAL AUDIT BY AN INDEPENDENT FIRM AND MAINTAIN BY-LAWS THAT CONFIRM THE LEGALLY ACCEPTED STANDARDS, INCLUDING PROVISIONS FOR APPROPRIATE LAY OVERSIGHT OF ALL FIDUCIARY MATTERS. GRANTEES ARE ALSO REQUIRED TO PROVIDE THE COMMITTEE WITH REPORTS ON HOW FUNDS ARE SPENT, AND THE COMMITTEES CONDUCT SITE VISITS AS NECESSARY TO ENSURE COMPLIANCE.
SCHEDULE F, Part I, Line 3(1): JFNA GLOBAL OPERATIONS ADDRESS CRITICAL NEEDS IN ISRAEL AND AROUND THE WORLD, WITH MISSIONS TO ISRAEL ORGANIZED THROUGHOUT THE YEAR.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2023
Additional Data


Software ID:  
Software Version:  




Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
 
Employer identification number
13-1624240
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" on 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
noncash assistance
(h) Purpose of grant
or assistance
(1) AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
220 E 42ND ST STE 400
NEW YORK,NY10017
13-1656634 501(C)(3) 60,628,112        
(2) UNITED ISRAEL APPEAL INC
25 BROADWAY 17
NEW YORK,NY10004
13-1760102 501(C)(3) 454,726,538        
(3) THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BAL
101 West Mount Royal Avenue
Baltimore,MD21201
52-0607957 501(C)(3) 7,000        
(4) JEWISH FEDERATION GREATER DALLAS
7800 NORTHAVEN ROAD
DALLAS,TX75230
75-0800654 501(C)(3) 6,949        
(5) JEWISH FEDERATION OF SOUTHERN NEW JERSEY
1301 SPRINGDALE ROAD 200
CHERRY HILL,NJ08003
21-0634489 501(C)(3) 6,841        
(6) MILWAUKEE JEWISH FEDERATION
1360 N PROSPECT AVE
MILWAUKEE,WI53202
39-0806312 501(C)(3) 6,710        
(7) JEWISH FEDERATION OF DELAWARE
101 GARDEN OF EDEN ROAD
WILMINGTON,DE19803
51-0064315 501(C)(3) 5,438        
(8) JEWISH FEDERATION OF CLEVELAND
25701 SCIENCE PARK DRIVE
CLEVELAND,OH44122
34-0714445 501(C)(3) 60,000        
(9) JEWISH FEDERATION OF ST LOUIS
12 MILLSTONE CAMPUS DRIVE
ST LOUIS,MO63146
43-0652643 501(C)(3) 60,000        
(10) MILWAUKEE JEWISH FEDERATION
1360 N PROSPECT AVE
MILWAUKEE,WI53202
39-0806312 501(C)(3) 60,000        
(11) BRANDEIS UNIVERSITY
415 SOUTH STREET MS 014
WALTHAM,MA02454
04-2103552 501(C)(3) 30,058        
(12) JEWISH COMMUNITY LEGACY PROJECT
601 RIVERLAWN COURT
ATLANTA,GA30339
81-1708125 501(C)(3) 25,000        
(13) Hinenu The Baltimore Justice Shtiebl
232 WEST END AVENUE
Baltimore,MD21211
82-4347258 501(C)(3) 5,940        
(14) JEWISH COMMUNITY SERVICES OF HAWAII
PO Box 235805
Honolulu,HI96823
99-0334439 501(C)(3) 310,000        
(15) JEWISH COMMUNITY SERVICES OF HAWAII
PO Box 235805
Honolulu,HI96823
99-0334439 501(C)(3) 219,000        
(16) MAUI KOSHER FARM
1300 Malaihi Rd PO Box 1545
Wailuku,HI96793
82-1677500 501(C)(3) 20,000        
(17) CHABAD OF MAUI
3031 Mapu Place
Kihei,HI96753
82-2840361 501(C)(3) 10,000        
(18) KAVOD - Ensuring Dignity for Holocause Survivors
820 S Monaco PKWY Suite 234
DENVER,CO80224
47-5495289 501(C)(3) 1,500,000        
(19) UJA FEDERATION OF NEW YORK
130 E 59TH STREET
NEW YORK,NY10022
51-0172429 501(C)(3) 300,000        
(20) NETWORK OF JEWISH HUMAN SERVICE AGENCIES
50 EISENHOWER DRIVE SUITE 100
PARAMUS,NJ07652
13-2752418 501(C)(3) 207,626        
(21) JFCS EAST BAY
2121 ALLSTON WAY
BERKELEY,CA94720
94-3250304 501(C)(3) 169,404        
(22) HABITAT FOR HUMANITY INTERNATIONAL
285 PEACHTREE CTR AVE NE 2700
Atlanta,GA30303
91-1914868 501(C)(3) 150,000        
(23) YOUNG MENS YOUNG WOMENS HEBREW ASSOCIATION OF BORO
4912 14th Avenue
BROOKLYN,NY11219
11-1630917 501(C)(3) 130,500        
(24) JEWISH FEDERATION OF GREATER METROWEST
901 STATE ROUTE 10
WHIPPANY,NJ07981
22-1487222 501(C)(3) 125,000        
(25) JEWISH FEDERATION OF GREATER MIAMI
4200 BISCAYNE BOULEVARD
MIAMI,FL33137
59-0624404 501(C)(3) 125,000        
(26) JEWISH FEDERATION OF METROPOLITAN CHICAGO
30 SOUTH WELLS STREET
CHICAGO,IL60606
36-2167761 501(C)(3) 125,000        
(27) JEWISH FEDERATION OF METROPOLITAN DETROIT
6735 TELEGRAPH ROAD
BLOOMFIELD HILLS,MI48301
38-1359214 501(C)(3) 125,000        
(28) JEWISH FEDERATION OF ATLANTA
1440 SPRING STREET NW
ATLANTA,GA30309
58-1021791 501(C)(3) 100,000        
(29) MENORAH CENTER FOR NURSING & REHABILITATION
1516 ORIENTAL BLVD
BROOKLYN,NY11235
11-1672777 501(C)(3) 100,000        
(30) UNITED JEWISH COMM OF BROWARD COUNTY INC
5890 SOUTH PINE ISLAND ROAD
Davie,FL33328
59-0967823 501(C)(3) 100,000        
(31) JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
6505 WILSHIRE BLVD
LOS ANGELES,CA90048
95-1643388 501(C)(3) 95,992        
(32) JEWISH FAMILY & CHILDREN'S SERVICES OF GREATER PHI
2100 ARCH ST
PHILADELPHIA,PA19103
23-1352026 501(C)(3) 75,775        
(33) Minot State University
500 University Ave W
Minot,ND58707
45-6002481 501(C)(3) 75,000        
(34) New York City Department of the Aging
2 Lafayette St 11th Floor
NEW YORK,NY10007
13-6400434 501(C)(3) 75,000        
(35) Swords of Plowshares Veterans Rights Organization
401 Van Ness Ave Ste313
SAN FRANCISCO,CA94102
94-2260626 501(C)(3) 58,500        
(36) SELFHELP COMMUNITY SERVICES INC
520 EIGHTH AVENUE 5TH FLOOR
NEW YORK,NY10018
13-1624178 501(C)(3) 57,500        
(37) Jewish Family Services Inc
6718 Patterson Ave
Richmond,VA23226
54-0526201 501(C)(3) 57,000        
(38) Disability Network Southwest Michigan
517 E Crosstown Parkway
Kalamazoo,MI49001
38-2351028 501(C)(3) 52,500        
(39) Jewish Family Service St Paul
1633 West 7th Street
St Paul,MN55102
41-0694697 501(C)(3) 52,500        
(40) JEWISH FEDERATION OF SOUTHERN NEW JERSEY
1301 SPRINGDALE ROAD 200
CHERRY HILL,NJ08003
21-0634489 501(C)(3) 50,000        
(41) Project Lead Inc
123-19 Hillside Avenue
Richmond Hill,NY11418
13-3761446 501(C)(3) 50,000        
(42) Raymond and Miriam Klein JCC
10100 Jamison Ave
PHILADELPHIA,PA19116
27-0840848 501(C)(3) 50,000        
(43) Jewish Family & Children's Services of Northern NJ
1485 Teaneck Rd
Teaneck,NJ07666
22-2223109 501(C)(3) 48,000        
(44) Jewish Family Service of Rochester Inc
255 East Ave Suite 201
Rochester,NY14604
16-0743059 501(C)(3) 45,000        
(45) Pesach Tikvah Hope Development Inc
365 Willoughby Ave Ste 400
BROOKLYN,NY11205
11-2642641 501(C)(3) 45,000        
(46) Colorado Health Network Inc
6260 East Colfax Ave
Denver,CO80220
84-0961159 501(C)(3) 42,000        
(47) JEWISH FEDERATION OF GREATER DALLAS
7800 Northaven Rd
Dallas,TX75230
75-0800654 501(C)(3) 37,500        
(48) Jewish Family Service of MetroWest New Jersey
256 Columbia TPKE Ste105
Florham Park,NJ07932
22-1687995 501(C)(3) 33,600        
(49) JEWISH FAMILY SERVICES
1070 College Ave
Columbus,OH43209
31-4379497 501(C)(3) 33,096        
(50) Ruth & Norman Rales Jewish Family Services
21300 Coleman Blvd
Boca Raton,FL33428
65-1115689 501(C)(3) 33,000        
(51) CJE SENIOR LIFE
3003 W TOUHY AVENUE
CHICAGO,IL60645
36-2727597 501(C)(3) 32,500        
(52) Maot Chitim of Greater Chicago Inc
3710 Commercial Ave Ste 7
Northbrook,IL60062
36-3398501 501(C)(3) 30,000        
(53) JEWISH FAMILY SERVICES OF SEATTLE
1601 16TH AVE
SEATTLE,WA98122
91-0565537 501(C)(3) 28,125        
(54) DOROT INC
171 W 85TH ST
NEW YORK,NY10024
13-3264005 501(C)(3) 25,000        
(55) JEWISH FEDERATION OF BROWARD COUNTY
5890 S PINE ISLAND RD
DAVIE,FL33328
59-0967823 501(C)(3) 25,000        
(56) JEWISH FEDERATION OF GREATER LOS ANGELES
6505 WILSHIRE BLVD
LOS ANGELES,CA90048
95-6111928 501(C)(3) 25,000        
(57) JEWISH FAMILY SERVICES OF THE CINCINNATI AREA
8487 RIDGE AVE
CINCINNATI,OH45236
31-0744786 501(C)(3) 23,992        
(58) Edith and Carl Marks Jewish Community House of Ben
7802 Bay Pkwy
BROOKLYN,NY11214
11-1633484 501(C)(3) 22,500        
(59) Chaldean Community Foundation
3601 15 Mile Rd
Sterling Heights,MI48310
20-3963417 501(C)(3) 22,000        
(60) GENERATIONS HOUSING INITIATIVES
350 W HUBBARD ST STE 500
CHICAGO,IL60654
81-1349143 501(C)(3) 10,000        
(61) PROJECT KESHER
2660 NO 16 BROADWAY
NEW YORK,NY10025
36-3673594 501(C)(3) 900,000        
(62) WORLD JEWISH RELIEF
1350 AVE OF THE AMERICAS STE 266
NY,NY10019
87-4022962 501(C)(3) 900,000        
(63) HIAS INC
1300 SPRING STREET
SILVER SPRING,MD20910
13-5633307 501(C)(3) 450,000        
(64) Paladin PBC Inc
200 N Green Street Floor 3
CHICAGO,IL60607
47-4787440 501(C)(3) 40,000        
(65) KAMOCHAH
251 Little Falls Drive
WILMINGTON,DE19808
92-1470069 501(C)(3) 28,380        
(66) SECURE COMMUNITY NETWORK INC
350 W Hubbard St Suite 470
Chicago,IL60654
20-1437733 501(C)(3) 6,125,000        
(67) JEWISH FEDERATION OF SOUTHERN NEW JERSEY
1301 SPRINGDALE ROAD 200
CHERRY HILL,NJ08003
21-0634489 501(C)(3) 500,000        
(68) MINNEAPOLIS JEWISH FEDERATION
4330 Cedar Lake Rd South
Minneapolis,MN55416
41-0693866 501(C)(3) 500,000        
(69) JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE
121 STEUART STREET
SAN FRANCISCO,CA94105
94-1156533 501(C)(3) 375,000        
(70) COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON
126 HIGH STREET
BOSTON,MA02110
04-2104347 501(C)(3) 325,000        
(71) UJA FEDERATION OF NEW YORK
130 E 59TH STREET
NEW YORK,NY10022
51-0172429 501(C)(3) 267,500        
(72) GREATER MIAMI JEWISH FEDERATION INC
4200 BISCAYNE BOULEVARD
MIAMI,FL33137
59-0624404 501(C)(3) 250,000        
(73) JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER I
255 EAST AVENUE SUITE 201
ROCHESTER,NY14604
16-0868942 501(C)(3) 250,000        
(74) JEWISH FEDERATION GREATER DALLAS
7800 NORTHAVEN ROAD
DALLAS,TX75230
75-0800654 501(C)(3) 250,000        
(75) JEWISH FEDERATION GREATER KANSAS CITY
5801 WEST 115 ST 201
OVERLAND PARK,KS66211
44-0545913 501(C)(3) 250,000        
(76) JEWISH FEDERATION OF CINCINNATI
8499 RIDGE ROAD
CINCINNATI,OH45236
31-0744786 501(C)(3) 250,000        
(77) JEWISH FEDERATION OF CLEVELAND
25701 SCIENCE PARK DRIVE
CLEVELAND,OH44122
34-0714445 501(C)(3) 250,000        
(78) JEWISH FEDERATION OF GREATER ATLANTA
1440 SPRING STREET NW
ATLANTA,GA30309
58-1021791 501(C)(3) 250,000        
(79) JEWISH FEDERATION OF GREATER HARTFORD
333 BLOOMFIELD AVENUE
WEST HARTFORD,CT06117
06-0655482 501(C)(3) 250,000        
(80) JEWISH FEDERATION OF GREATER PHILADELPHIA
2100 ARCH STREET
PHILADELPHIA,PA19103
23-1352026 501(C)(3) 250,000        
(81) JEWISH FEDERATION OF GREATER WASHINGTON
6101 EXECUTIVE BLVD
NORTH BETHESDA,MD20852
52-0214465 501(C)(3) 250,000        
(82) JEWISH FEDERATION OF METROPOLITAN DETROIT
6735 TELEGRAPH RD
BLOOMFIELD HILLS,MI48301
38-1359214 501(C)(3) 250,000        
(83) JEWISH FEDERATION OF PALM BEACH COUNTY
1 HARVARD CIR STE 100
WEST PALM BEACH,FL33409
59-0948696 501(C)(3) 250,000        
(84) JEWISH UNITED FUND-CHICAGO
30 SOUTH WELLS STREET
Chicago,IL60606
36-2167034 501(C)(3) 250,000        
(85) SHALOM AUSTIN
7300 HART LANE
AUSTIN,TX78731
74-1469465 501(C)(3) 250,000        
(86) UNITED JEWISH COMM OF BROWARD COUNTY INC
5890 SOUTH PINE ISLAND ROAD
Davie,FL33328
59-0967823 501(C)(3) 219,421        
(87) JEWISH COMMUNITY FED LOUISVILLE
3600 DUTCHMANS LANE
LOUISVILLE,KY40205
61-0444765 501(C)(3) 180,254        
(88) JEWISH FEDERATION OF GREATER INDIANAPOLIS INC
6705 HOOVER ROAD
INDIANAPOLIS,IN46260
35-0888017 501(C)(3) 165,545        
(89) Jewish Federation of Sarasota-Manatee
580 McIntosh Road
Sarasota,FL34232
59-1227747 501(C)(3) 150,000        
(90) MEMPHIS JEWISH FEDERATION
6560 POPLAR AVENUE
MEMPHIS,TN38138
62-0475747 501(C)(3) 148,783        
(91) UNITED JEWISH FEDERATION OF UTAH
2 N MEDICAL DRIVE
SALT LAKE CITY,UT84113
87-0282380 501(C)(3) 142,605        
(92) JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
6505 WILSHIRE BLVD
LOS ANGELES,CA90048
95-1643388 501(C)(3) 125,000        
(93) Jewish Federation of Florida's Gulf Coast
13191 Starkey Road
Largo,FL33773
59-0697685 501(C)(3) 125,000        
(94) JEWISH FEDERATION OF GREATER PORTLAND
9900 SW GREENBURG RD STE 220
TIGARD,OR97223
93-0386825 501(C)(3) 125,000        
(95) JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY
9901 DONNA KLEIN BLVD
BOCA RATON,FL33428
59-1945109 501(C)(3) 125,000        
(96) JEWISH FEDERATION OF ST LOUIS
12 MILLSTONE CAMPUS DRIVE
ST LOUIS,MO63146
43-0652643 501(C)(3) 125,000        
(97) YOUNGSTOWN AREA JEWISH FEDERATION
505 Gypsy Lane
Youngstown,OH44504
34-0714442 501(C)(3) 125,000        
(98) JEWISH COLORADO
300 S Dahlia St
Denver,CO80246
01-0831698 501(C)(3) 120,000        
(99) JEWISH COLUMBUS
1175 COLLEGE AVENUE
COLUMBUS,OH43209
31-0838745 501(C)(3) 113,447        
(100) JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVE
PARAMUS,NJ07652
20-1195592 501(C)(3) 106,667        
(101) JEWISH COMMUNITY BOARD OF AKRON
750 WHITE POND DRIVE
AKRON,OH44320
34-1884695 501(C)(3) 102,500        
(102) BIRMINGHAM JEWISH FEDERATION
3966 MONTCLAIR ROAD
BIRMINGHAM,AL35213
63-0833692 501(C)(3) 100,000        
(103) JEWISH COMMUNITY FEDERATION OF RICHMOND
5540 Falmouth St Ste 201
RICHMOND,VA23226
54-0524512 501(C)(3) 100,000        
(104) Jewish Federation and Foundation of Northeast Flor
8505 San Jose Blvd
Jacksonville,FL32217
59-0637864 501(C)(3) 100,000        
(105) JEWISH FEDERATION OF GREATER HOUSTON
5603 SOUTH BRAESWOOD BLVD
HOUSTON,TX77096
74-1109654 501(C)(3) 100,000        
(106) JEWISH FEDERATION OF GREATER LONG BEACH
3801 East Willow Street
Long Beach,CA90815
95-1647830 501(C)(3) 100,000        
(107) JEWISH FEDERATION OF SAN DIEGO COUNTY
4950 MURPHY CANYON RD
SAN DIEGO,CA92123
95-1319015 501(C)(3) 100,000        
(108) JEWISH FEDERATION OF WESTERN MASSACHUSETTS
1160 DICKINSON STREET
SPRINGFIELD,MA01108
04-2127023 501(C)(3) 100,000        
(109) UNITED JEWISH COMMUNITY VIRGINIA PENINSULA
401 City Center Blvd
Newport News,VA23606
54-0480621 501(C)(3) 100,000        
(110) UNITED JEWISH FEDERATION OF TIDEWATER INC
5000 CORPORATE WOODS DR
VIRGINA BEACH,VA23462
54-0535603 501(C)(3) 100,000        
(111) JEWISH FEDERATION OF GREATER ANN ARBOR
2939 BIRCH HOLLOW DRIVE
ANN ARBOR,MI48108
38-2711480 501(C)(3) 91,100        
(112) CHARLESTON JEWISH FEDERATION
176 CROGHAN SPUR RD STE100
CHARELSTON,SC29407
57-6000188 501(C)(3) 88,900        
(113) UNITED JEWISH FEDERATION OF GREATER HARRISBURG
3301 NORTH FRONT STREET
HARRISBURG,PA17110
23-1352338 501(C)(3) 84,450        
(114) SAVANNAH JEWISH FEDERATION
5111 ABERCORN STREET
SAVANNAH,GA31405
58-0566231 501(C)(3) 75,500        
(115) JEWISH FEDERATION OF OMAHA INC
333 SOUTH 132 STREET
OMAHA,NE68154
47-0384659 501(C)(3) 75,000        
(116) TAMPA JCCFEDERATION INC
13009 COMMUNITY CAMPUS DRIVE
TAMPA,FL33625
23-7182057 501(C)(3) 75,000        
(117) JEWISH FEDERATION OF GREATER METROWEST
901 STATE ROUTE 10
WHIPPANY,NJ07981
22-1487222 501(C)(3) 72,000        
(118) GREENSBORO JEWISH FEDERATION
5509 C WEST FRIENDLY AVENUE
GREENSBORO,NC27410
23-7107693 501(C)(3) 70,303        
(119) JEWISH FEDERATION OF ROCKLAND COUNTY
450 West Nyack Road
West Nyack,NY10994
13-3268920 501(C)(3) 66,666        
(120) JEWISH FEDERATION OF GREATER NEW ORLEANS
3747 W ESPLANADE AVE
METAIRIE,LA70002
72-0408938 501(C)(3) 58,300        
(121) JEWISH ALLIANCE OF GREATER RHODE ISLAND
401 ELMGROVE AVENUE
PROVIDENCE,RI02906
27-4127671 501(C)(3) 56,500        
(122) JEWISH FEDERATION OF GREATER BUFFALO
338 HARRIS HILL RD 10B
WILLIMSVILLE,NY14221
16-0743210 501(C)(3) 55,000        
(123) JEWISH FEDERATION OF LEHIGH VALLEY
702 NORTH 22 STREET
ALLENTOWN,PA18104
23-6396949 501(C)(3) 54,940        
(124) JEWISH FEDERATION OF GREATER PHOENIX
12701 N SCOTTSDALE RD 201
SCOTTSDALE,AZ85254
87-3313737 501(C)(3) 50,000        
(125) JEWISH FEDERATION OF LAS VEGAS JEWISH NEVADA
8861 W SAHARA 120
LAS VEGAS,NV89117
88-0098500 501(C)(3) 50,000        
(126) JEWISH FEDERATION OF NEVADA
9510 W SAHARA AVE 225
LAS VEGAS,NV89117
88-0098500 501(C)(3) 50,000        
(127) UNITED JEWISH FEDERATION OF GREATER STAMFORD NEW
1035 NEWFIELD AVENUE 200
STAMFORD,CT06905
06-0923384 501(C)(3) 47,392        
(128) JEWISH FEDERATION OF GREATER TOLEDO
6465 SYLVANIA AVE
SYLVANIA,OH43560
34-4428259 501(C)(3) 42,500        
(129) JEWISH FEDERATION OF SOUTHERN ARIZONA
3718 EAST RIVER ROAD
TUCSON,AZ85718
86-0096795 501(C)(3) 41,657        
(130) JEWISH FEDERATION OF CENTRAL NEW YORK
5655 THOMPSON ROAD
DEWITT,NY13214
15-0543614 501(C)(3) 41,250        
(131) JEWISH FEDERATION OF GREATER PITTSBURGH
2000 Technology Dr 1st Fl
PITTSBURGH,PA15219
25-1017602 501(C)(3) 39,834        
(132) Jewish Federation of Northeastern Pennsylvania
601 Jefferson Avenue
Scranton,PA18510
24-0809371 501(C)(3) 35,000        
(133) JEWISH FEDERATION OF GREATER NEW HAVEN
360 AMITY ROAD
WOODBRIDGE,CT06525
06-0647025 501(C)(3) 33,825        
(134) JEWISH FEDERATION WESTERN CONNECTICUT INC
444 MAIN STREET NORTH
SOUTHBURY,CT06488
06-0646691 501(C)(3) 29,055        
(135) UJA FEDERATION OF GREENWICH
1 HOLLY HILL LANE
Greenwich,CT06830
06-6068624 501(C)(3) 18,866        
(136) COLUMBIA JEWISH FEDERATION
306 FLOARA DRIVE
COLUMBIA,SC29223
57-0704341 501(C)(3) 16,000        
(137) JEWISH FEDERATION OF GREATER BINGHAMTON
500 CLUBHOUSE ROAD
VESTAL,NY13850
23-7300057 501(C)(3) 16,000        
(138) Jewish Community Federation of the Mohawk Valley
2310 Oneida Street
Utica,NY13501
15-0533576 501(C)(3) 8,000        
(139) JEWISH FEDERATION OF GREATER BUFFALO
338 HARRIS HILL RD 10B
WILLIMSVILLE,NY14221
16-0743210 501(C)(3) 11,500        
(140) JEWISH FEDERATION OF GREATER PORTLAND
9900 SW GREENBURG RD STE 220
TIGARD,OR97223
93-0386825 501(C)(3) 11,500        
(141) SHALOM AUSTIN
7300 HART LANE
AUSTIN,TX78731
74-1469465 501(C)(3) 11,000        
(142) EDUCATION CENTER SHALOM INC
1140 ROCKVILLE PIKE STE 100
ROCKVILLE,MD20852
20-1651612 501(C)(3) 15,000        
(143) ADDISON PENZAK JEWISH COMMUNITY CENTER
14855 OKA ROAD
LOS GATOS,CA85032
94-2222989 501(C)(3) 40,000        
(144) JEWISH FEDERATION OF GREATER ST PAUL
790 SOUTH CLEVELAND AVE 227
ST PAUL,MN55116
41-0693887 501(C)(3) 40,000        
(145) JOOKENDER COMMUNITY INITIATIVES INC
945 CONCORD STREET
FRAMINGHAM,MA01071
82-3470470 501(C)(3) 20,000        
(146) MID ISLAND Y JCC
45 MANETTO HILL ROAD
PLAINVIEW,NY11803
11-1841899 501(C)(3) 20,000        
(147) JEWISH FEDERATION OF CLEVELAND
25701 SCIENCE PARK DRIVE
CLEVELAND,OH44122
34-0714445 501(C)(3) 10,000        
(148) JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVE
PARAMUS,NJ07652
20-1195592 501(C)(3) 10,000        
(149) West Coast NCSY
40 Rector Street 4th Floor
NEW YORK,NY10006
13-5623717 501(C)(3) 10,000        
(150) GREENVILLE JEWISH FEDERATION
PO BOX 5262
GREENVILLE,SC29606
23-7038986 501(C)(3) 9,500        
(151) Temple Beth Tikvah
950 Preakness Avenue
Wayne,NJ07470
58-1754983 501(C)(3) 8,450        
(152) The Philos Project Inc
12 E 33rd Street 2nd Floor
New York,NY10016
47-1182714 501(C)(3) 7,750        
(153) Kaplen JCC on the Palisades
411 East Clinton Avenue
Tenafly,NJ07670
22-1487220 501(C)(3) 7,500        
(154) American Muslim and Multifaith Women's Empowerment
770 5th St NW Apt 518
Washington,DC20001
82-3637225 501(C)(3) 7,000        
(155) American Zionist Movement Inc
633 3rd Avenue 21st floor
New York,NY10017
13-2679404 501(C)(3) 7,000        
(156) Artists 4 Israel
1060 S Cochran Avenue
Los Angeles,CA90019
80-0415734 501(C)(3) 7,000        
(157) Building Relationships Inc
23179 TELEGRAPH ROAD
Southfield,MI48033
46-1366330 501(C)(3) 7,000        
(158) CHAMPAIGN-URBANA JEWISH FEDERATION
503 E JOHN STREET
CHAMPAIGN,IL61820
23-7344693 501(C)(3) 7,000        
(159) Claflin University
400 Magnolia St
Orangeburg,SC29115
57-0314374 501(C)(3) 7,000        
(160) HILLEL AT THE UNIVERSITY OF VERMONT
439 COLLEGE ST
BURLINGTON,VT05401
81-0554021 501(C)(3) 7,000        
(161) HILLEL AT UCLA
574 HILGARD AVENUE
LOS ANGELES,CA90024
46-0573247 501(C)(3) 7,000        
(162) Hillel Jewish Center at the University of Virginia
1824 University Circle
Charlottesville,VA22903
54-6061871 501(C)(3) 7,000        
(163) Hillel of San Diego
5717 Lindo Paseo
San Diego,CA92115
33-0519225 501(C)(3) 7,000        
(164) HOFSTRA UNIVERSITY HILLEL
200 HOFSTRA UNIVERSITY SU 213
HEMPSTEAD,NY11549
52-1758794 501(C)(3) 7,000        
(165) JEWISH COMMUNITY ALLIANCE INC
8505 SAN JOSE BLVD
JACKSONVILLE,FL32217
59-2620208 501(C)(3) 7,000        
(166) JEWISH FEDERATION GREATER DALLAS
7800 NORTHAVEN ROAD
DALLAS,TX75230
75-0800654 501(C)(3) 7,000        
(167) JEWISH FEDERATION OF GREATER TOLEDO
6465 SYLVANIA AVE
SYLVANIA,OH43560
34-4428259 501(C)(3) 7,000        
(168) JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSE
801 PERCY WARNER BLVD 102
NASHVILLE,TN37205
62-6077703 501(C)(3) 7,000        
(169) JEWISH FEDERATION OF SOUTHERN NEW JERSEY
1301 SPRINGDALE ROAD 200
CHERRY HILL,NJ08003
21-0634489 501(C)(3) 7,000        
(170) Pathways for Middle East Peace
1321 Beaumont Drive
Gladwyne,PA19083
85-1172022 501(C)(3) 7,000        
(171) Pozez JCC of Northern Virginia Inc
8900 Little River Turnpike
Fairfax,VA22031
54-1145849 501(C)(3) 7,000        
(172) Southern NCSY
11 Broadway
New York,NY10004
13-5623717 501(C)(3) 7,000        
(173) Student to Student (Be The Narrative)
PO Box 16873
StLouis,MO63105
87-3354547 501(C)(3) 7,000        
(174) TAMPA JCCFEDERATION INC
13009 COMMUNITY CAMPUS DRIVE
TAMPA,FL33625
23-7182057 501(C)(3) 7,000        
(175) TEMPLE SINAI
3509 S Glencoe Street
DENVER,CO80237
84-6050187 501(C)(3) 7,000        
(176) THE ALPHA EPSILON PI FOUNDATION INC
8815 WESLEYAN ROAD
INDIANAPOLIS,IN46268
13-6141078 501(C)(3) 7,000        
(177) UNITED JEWISH FEDERATION OF GREATER STAMFORD NEW
1035 NEWFIELD AVENUE 200
STAMFORD,CT06905
06-0923384 501(C)(3) 7,000        
(178) JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISC
121 STEUART STREET 301
SAN FRANCISCO,CA94105
94-1156335 501(C)(3) 6,000        
(179) JEWISH FEDERATION OF GREATER NEW ORLEANS
3747 W ESPLANADE AVE
METAIRIE,LA70002
72-0408938 501(C)(3) 6,000        
(180) STANFORD UNIVERSITY
485 Broadway Mail Code 8838
Redwood City,CA94063
94-1156365 501(C)(3) 229,767        
(181) NETWORK OF JEWISH HUMAN SERVICE AGENCIES
50 EISENHOWER DRIVE SUITE 100
PARAMUS,NJ07652
13-2752418 501(C)(3) 204,863        
(182) JCFS JEWISH CHILD AND FAMILY SERVICES
216 W JACKSON BLVD STE700
CHICAGO,IL60606
36-2167757 501(C)(3) 14,000        
(183) SHALOM AUSTIN
7300 HART LANE
AUSTIN,TX78731
74-1469465 501(C)(3) 14,000        
(184) PRIZMAH CENTER FOR JEWISH DAY SCHOOLS INC
254 W 54TH ST 11TH FLOOR
NEW YORK,NY10019
81-1750864 501(C)(3) 10,800        
(185) JEWISH FEDERATION OF SAN DIEGO COUNTY
4950 MURPHY CANYON RD
SAN DIEGO,CA92123
95-1319015 501(C)(3) 10,500        
(186) Ferd & Gladys Alpert Jewish Family & Children Serv
5841 Corporate Way
West Palm Beach,FL33407
59-1520581 501(C)(3) 6,000        
(187) Jewish Community Centers Assocation of North Ameri
520 Eighth Ave
NEW YORK,NY10018
13-5599486 501(C)(3) 6,000        
(188) JEWISH FAMILY SERVICES OF GREATER CHARLOTTE INC
5007 PROVIENCE ROAD STE105
CHARLOTTE,NC28226
20-1146861 501(C)(3) 6,000        
(189) JEWISH FEDERATION NORTHEASTERN NEW YORK
184 WASHINGTON AVE EXTENSION
ALBANY,NY12203
22-2805163 501(C)(3) 6,000        
(190) JEWISH FEDERATION OF GREATER HARTFORD
333 BLOOMFIELD AVENUE
WEST HARTFORD,CT06117
06-0655482 501(C)(3) 6,000        
(191) JEWISH FEDERATION OF GREATER METROWEST
901 STATE ROUTE 10
WHIPPANY,NJ07981
22-1487222 501(C)(3) 6,000        
(192) HILLEL FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NW
WASHINGTON,DC20001
52-1844823 501(C)(3) 6,000        
(193) JEWISH COMMUNITY SERVICES OF SOUTH FLORIDA INC
12000 BISCAYNE BLVD SUITE 303
MIAMI,FL33181
59-0637867 501(C)(3) 37,000        
(194) JEWISH FEDERATION OF CLEVELAND
25701 SCIENCE PARK DRIVE
CLEVELAND,OH44122
34-0714445 501(C)(3) 25,100        
(195) ENGin INC
9 Henson Oaks Lane
Rockville,MD20850
88-3527494 501(C)(3) 50,000        
(196) AMERICAN ORT
75 MAIDEN LANE
NEW YORK,NY10038
13-5562424 501(C)(3) 2,637,739        
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
196
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2023

Schedule I (Form 990) 2023
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2: UNDER THE DIRECTION OF THE JEWISH FEDERATIONS OF NORTH AMERICA, LAY LEADER COMMITTEES AND PROFESSIONALS EVALUATE EACH GRANTEE EXTENSIVELY, BEFORE AND AFTER FUNDS ARE DISTRIBUTED, THE COMMITTEE'S MONITOR THE USE OF FUNDS, ENSURING THAT ALLOCATIONS REFLECT THE PRIORITIES OF THE JEWISH FEDERATION MOVEMENT. FUNDING GUIDELINES INCLUDE THAT ALL GRANTEE ORGANIZATIONS MUST BE WELL-GOVERNED, COMPLY WITH GENERALLY ACCEPTED ACCOUNTING STANDARDS, INCLUDING PROVISIONS FOR APPROPRIATE LAY OVERSIGHT OF ALL FIDUCIARY MATTERS. GRANTEES ARE ALSO REQUIRED TO PROVIDE THE COMMITTEE WITH REPORTS ON HOW FUNDS ARE SPENT, AND THE COMMITTEES CONDUCT SITE VISITS AS NECESSARY TO ENSURE COMPLIANCE. JFNA REPORTS GRANTS ON SCHEDULE I TO UIA A SUBSIDIARY OF JFNA, AND THE AMERICAN JOINT DISTRIBUTION COMMITTEE (JDC) BOTH 501(c)(3) ORGANIZATIONS. EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULE F.
Schedule I, Part II, Line 1(H): THE PURPOSE OF GRANTS TO UNITED ISRAEL APPEAL, INC. WAS TO SUPPORT PROGRAM SERVICES RELATED TO IMMIGRATION, ABSORPTION, YOUTH CARE SERVICE & JEWISH IDENTITY AND EMERGENCY RELIEF.
Schedule I (Form 990) 2023



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
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
 
Employer identification number

13-1624240
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 on 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 on 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 on 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 on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
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 on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on 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
Yes
 
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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 on 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, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1Pamela A Zaltsman
Senior Advisor,Israel&Overseas
(i)

(ii)
121,582
-------------
121,582
 
-------------
 
1,730
-------------
1,730
6,087
-------------
6,087
1,639
-------------
1,639
131,038
-------------
131,038
 
-------------
 
2Shira Hutt
Executive Vice President
(i)

(ii)
385,788
-------------
 
 
-------------
 
990
-------------
 
15,250
-------------
 
3,241
-------------
 
405,269
-------------
 
 
-------------
 
3Eric Fingerhut
President & CEO
(i)

(ii)
615,392
-------------
 
 
-------------
 
75,626
-------------
 
15,250
-------------
 
43,769
-------------
 
750,037
-------------
 
 
-------------
 
4Davi Ellis
Chief Information Officer
(i)

(ii)
283,120
-------------
 
 
-------------
 
954
-------------
 
11,290
-------------
 
35,321
-------------
 
330,685
-------------
 
 
-------------
 
5Pamela Kurtzman
Managing Director, Bond Prog
(i)

(ii)
176,345
-------------
 
 
-------------
 
1,550
-------------
 
6,956
-------------
 
3,241
-------------
 
188,092
-------------
 
 
-------------
 
6Elana Broitman
FORMER SR. VP, PA - THRU 10/23
(i)

(ii)
216,235
-------------
 
 
-------------
 
2,247
-------------
 
12,854
-------------
 
31,709
-------------
 
263,045
-------------
 
 
-------------
 
7Amanda Goldstein
VP, Philanthropy & FRD
(i)

(ii)
295,577
-------------
 
 
-------------
 
910
-------------
 
13,045
-------------
 
1,481
-------------
 
311,013
-------------
 
 
-------------
 
8Robert Spodek
FORMER CFO - thru 6/23
(i)

(ii)
110,226
-------------
 
 
-------------
 
954
-------------
 
8,356
-------------
 
18,330
-------------
 
137,866
-------------
 
 
-------------
 
9Sarah Eisenman
Chief Jewish Life Officer
(i)

(ii)
277,236
-------------
 
 
-------------
 
644
-------------
 
13,345
-------------
 
41,369
-------------
 
332,594
-------------
 
 
-------------
 
10Adam Teitelbaum
Snr Director Philanthr Initiat
(i)

(ii)
263,520
-------------
 
 
-------------
 
529
-------------
 
13,416
-------------
 
19,307
-------------
 
296,772
-------------
 
 
-------------
 
11Elizabeth Fisher
Chief Talent Officer
(i)

(ii)
274,808
-------------
 
 
-------------
 
1,426
-------------
 
14,125
-------------
 
36,358
-------------
 
326,717
-------------
 
 
-------------
 
12Michelle Kravetz
Chief Impact & Growth Officer
(i)

(ii)
327,233
-------------
 
 
-------------
 
660
-------------
 
12,071
-------------
 
36,358
-------------
 
376,322
-------------
 
 
-------------
 
13Evan Hochberg
Deputy Director, Assoc VP IL
(i)

(ii)
108,388
-------------
108,388
 
-------------
 
381
-------------
381
5,114
-------------
5,114
22,209
-------------
22,209
136,092
-------------
136,092
 
-------------
 
14Rebecca Caspi
Director General Israel Office
(i)

(ii)
314,915
-------------
 
 
-------------
 
25,193
-------------
 
38,229
-------------
 
 
-------------
 
378,337
-------------
 
 
-------------
 
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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
Schedule J, Part I, Line 1a: THERE ARE SEVERAL MEETINGS DURING THE YEAR WHICH REQUIRE THE ATTENDANCE OF THE SPOUSE OF THE CEO.
Schedule J, Part I, Line 8: AMOUNTS WERE PAID TO ERIC FINGERHUT, PRESIDENT & CEO EFFECTIVE AUGUST 2019, PURSUANT TO CONTRACT SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATIONS SECTION 53.4958-4(A)(3). A BINDING WRITTEN CONTRACT WAS EXECUTED BETWEEN THE ORGANIZATION AND ERIC FINGERHUT. ERIC FINGERHUT WAS NOT A DISQUALIFIED PERSON WITH RESPECT TO THE ORGANIZATION IMMEDIATELY PRIOR TO ENTERING INTO THE CONTRACT ON JULY 22, 2019. THE STARTING DATE ACCORDING TO THE CONTRACT WAS JULY 22, 2019 FOR A CONTRACT OF FIVE YEARS.
Schedule J, Part II: SALARY RELATED TO THE WORK PERFORMED FOR UNITED ISRAEL APPEAL, INC. (A RELATED 501(C)(3) ORGANIZATION) BY PAMELA ZALTSMAN, SENIOR ADVISOR, ISRAEL & OVERSEAS, WAS PAID BY JFNA AND RECORDED IN EXPENSES IN JFNA FINANCIAL STATEMENTS. FOUR MEMBERS OF JFNA BOARD OF TRUSTEES ARE ON THE BOARD OF DIRECTORS OF UIA.
Schedule J (Form 990) 2023

Additional Data


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


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete 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 image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
 
Employer identification number

13-1624240
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 23 8,982,473 Market Quotation
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't 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 nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't 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) (2023)
Schedule M (Form 990) (2023)
Page 2
Part IISupplemental 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 organization is reporting the number of contributions received.
Schedule M (Form 990) (2023)

Additional Data


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

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
 
Employer identification number

13-1624240
Return Reference Explanation
FORM 990, PART I, LINE 1: The Jewish Federations of North America Inc.(the Organization) is the national organization for 146 Jewish federations and other 300 independent Jewish communities across North America. The Jewish Federation system collectively raises and distributed more than $3 billion annually to support flourishing Jewish life and the needs of the Jewish people in their home communities and around the world. The Organization's mission is to protect and enhance the well-being of Jews worldwide through meaningful contributions to the community, Israel, and civil society. The Organization leads programming across North America, provides fundraising support, organizational assistance, training and overall leadership to the Jewish federations and communities throughout the United States and Canada.
FORM 990, PART III, LINE 4D: OTHER PROGRAM SERVICES: THE JEWISH FEDERATIONS OF NORTH AMERICA HAS AWARDED GRANTS TO AGENCIES FOR HUMANITARIAN PURPOSES IN THE FACE OF DISASTERS INCLUDING THE HAWAII WILDFIRES. THESE EFFORTS ARE COORDINATED BY THE JEWISH FEDERATIONS OF NORTH AMERICA DISASTER RELIEF COMMITTEE. SINCE 1989, THE FEDERATION MOVEMENT HAS RAISED ABOUT $50 MILLION FOR CRISIS RELIEF. ISRAEL AND OVERSEAS - JFNA WORKS CLOSELY WITH OUR OVERSEAS PARTNERS TO CARE FOR JEWS IN NEED AND BUILD COMMUNITY IN ISRAEL AND 60-PLUS NATIONS WORLDWIDE. JFNA ISRAEL ALSO ASSESSES FEDERATION-FUNDED SOCIAL SERVICE EFFORTS IN ISRAEL AND HELPS ENSURE FEDERATION FUNDS ARE USED EFFECTIVELY. JFNA ISRAEL WORKS WITH THE GOVERNMENT OF ISRAEL ON ISSUES OF PUBLIC POLICY AND DIPLOMACY AND HELPS CONNECT THE ISRAEL PUBLIC TO JEWISH FEDERATION WORK. U.S. GOVERNMENT GRANT - IN RECOGNITION OF JEWISH FEDERATIONS OF NORTH AMERICA'S EXPERTISE IN SERVING HOLOCAUST SURVIVORS, THE U.S. ADMINISTRATION FOR COMMUNITY LIVING HAS AWARDED A GRANT TO JFNA TO EXPAND THE AGING NETWORK'S CAPACITY TO PROVIDE PERSON-CENTERED, TRAUMA-INFORMED (PCTI) CARE FOR HOLOCAUST SURVIVORS, OLDER ADULTS WITH A HISTORY OF TRAUMA, AND THEIR FAMILY CAREGIVERS. THIS IS ACCOMPLISHED THROUGH TWO GOALS-1) INCREASE THE NUMBER AND TYPE OF INNOVATIONS IN PCTI CARE AVAILABLE FOR HOLOCAUST SURVIVORS, OLDER ADULTS WITH A HISTORY OF TRAUMA, AND THEIR FAMILY CAREGIVERS. THIS GOAL IS ACCOMPLISHED THROUGH THE AWARDING OF SUB-GRANTS TO AGENCIES TO IMPLEMENT AND EVALUATE INNOVATIONS IN PCTI CARE SUCH AS INITIATIVES FOR SOCIALIZATION, MENTAL HEALTH, HEALTH AND WELLNESS, COGNITIVE HEALTH, FAMILY CAREGIVER SUPPORT, AND PCTI TRAINING. 2) BUILD THE CAPACITY OF AGING SERVICE PROVIDERS ACROSS THE COUNTRY TO PROVIDE PCTI CARE TO HOLOCAUST SURVIVORS, OLDER ADULTS WITH A HISTORY OF TRAUMA, AND THEIR FAMILY CAREGIVERS. THIS GOAL IS ACHIEVED THROUGH PUBLICATIONS, PRESENTATIONS, WEBINARS, TRAINING WORKSHOPS, AND DISSEMINATION OF INFORMATION AND RESOURCES ON AGING, TRAUMA, AND PCTI CARE. IN ADDITION TO THE FEDERAL GRANT, THE JEWISH FEDERATIONS OF NORTH AMERICA RAISES MONEY TO SUPPORT THESE GOALS. TALENT: JFNA IS DEVOTED TO ENSURING THAT JEWISH FEDERATIONS CONNECT WITH THE TOP PROFESSIONAL AND VOLUNTEER TALENT IN THE COMMUNITY. JFNA'S MANDEL CENTER FOR LEADERSHIP EXCELLENCE WORKS WITH FEDERATIONS TO PROVIDE THE TOOLS THEY REQUIRE TO IDENTIFY, RECRUIT, DEVELOP AND RETAIN TALENTED PROFESSIONALS AND TO CONTINUE TO CONNECT WITH TOP VOLUNTEERS.
FORM 990, PART V, LINE 2A: EMPLOYEES BASED IN THE U.S - 190 EMPLOYEES BASED IN ISRAEL (BRANCH) - 24 TOTAL REPORTED - 214
FORM 990, PART VI, SECTION A, LINE 6: ALL THE MEMBERS OF THE BOARD OF TRUSTEES ARE APPOINTED FROM MEMBER FEDERATIONS BY THE FEDERATION MEMBERS CORPORATION. FEDERATION MEMBERS CORPORATION IS RESPONSIBLE FOR RATIFICATION OF THE APPOINTMENT OF THE GROUP OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINES 7A & 7B: UNDER THE CORPORATION BY-LAWS THE FEDERATION MEMBERS CORPORATION IS RESPONSIBLE FOR ADOPTION OF THE ANNUAL BUDGET OF THE CORPORATION RECOMMENDED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS PREPARED BY JFNA FINANCE DEPARTMENT PROFESSIONALS. THE FORM IS REVIEWED BY MANAGEMENT BEFORE BEING PRESENTED FOR REVIEW BY INDEPENDENT TAX PROFESSIONALS AND REVIEWED BY THE JFNA AUDIT COMMITTEE, AN INDEPENDENT STANDING COMMITTEE OF THE BOARD OF TRUSTEES OF JFNA. THE FORM 990 IS ALSO POSTED ON THE JFNA SECURE WEBSITE FOR MEMBERS OF THE BOARD OF TRUSTEES TO VIEW BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C: Members of JFNA's professional staff serve a public interest role and have a duty to conduct all affairs of JFNA in a manner consistent with this concept. All decisions made by staff are to be made solely on the basis of a desire to promote the best interests of JFNA and the public good. This policy is intended to clearly establish JFNA's policies and procedures with regard to activities engaged in by members of the professional staff that may be considered a conflict of interest. JFNA's Chief Financial Officer and head of the Human Resources Department will monitor compliance with this policy. Administration of this policy will be the responsibility of the CEO & President or Executive Vice President. A "conflict of interest" may exist whenever the personal interests of a JFNA employee interfere - or have the appearance that they might potentially interfere - in any way with the interests of JFNA. A conflict may exist when an employee takes actions or has business interests that make it difficult to perform his or her work objectively and effectively. Conflicts may also arise when an employee or a member of his or her family receives an improper personal benefit as a result of the employee's position in JFNA, whether received from JFNA or a third party. Professional staff members are required to avoid all conflicts of interest unless they receive prior approval in writing from the CEO/President or designate (or any committee of the Board entrusted with the oversight of conflicts of interest), who will confer with JFNA's outside counsel prior to making a determination. Although it is not possible to specify every action that might create a conflict of interest, this policy sets forth the ones that most frequently present problems. The potential for a conflict of interest exists when JFNA's employees or members of their families: 1. have a financial interest in, business relationship with, or indebtedness to an entity with which they do or seek business on behalf of JFNA; 2. accept payments, loans, services, or gifts from anyone doing or seeking to do business with JFNA; 3. are officers, directors, partners, influential employees or consultants to any organization doing or seeking to do business with JFNA; 4. have family members who are members of JFNA's Board of Trustees and/or committee structure; or 5. engage in conduct which is adverse or harmful to the policies, purposes and goals of JFNA. JFNA's leadership, including members of the professional staff, hold positions of trust to donors and our beneficiaries. Moreover, charities serve a public interest, and JFNA holds a position of special prominence among American charities. To preserve this trust, JFNA must presume that transactions are not at arm's length when they are between persons whose relationship may suggest a potential conflict of interest, and to protect JFNA from the taint of impropriety, actual or perceived, we will subject such transactions to a closer scrutiny and more rigorous oversight than would otherwise apply to other transactions. Employees are also required to obtain written approval from the CEO/President or designate before participating in outside work activities. Approval will be granted unless the activity conflicts with JFNA's interest. Please see JFNA's Moonlighting Policy for information on the types of outside work activities that would not be allowed. SCOPE: This policy applies to all employees involved in contracting for goods or services on behalf of JFNA and to all professional staff. DISCLOSURE: Members of the professional staff shall be required to provide an initial and, thereafter, annual statement attesting: 1. that they have read and are familiar with the policy; 2. that neither they, nor to the best of their knowledge, their family members, have in the past engaged, are presently engaging, or plan to engage in any activity that presents a potential conflict of interest. Disclosures required from members of the staff must be directed in writing to the head of the Human Resources Department. In the event that members of the staff become aware of a conflict, they shall disclose such information to the head of the Human Resources Department or Chief Financial Officer, who will communicate to the CEO/President or the Executive Vice President those disclosures that are required by this policy. These disclosures shall be held in confidence except when the best interests of JFNA would be served by communicating the information to the Board of Trustees in executive session or any committee of the Board entrusted with the oversight of conflicts of interest. Any staff member who is uncertain about a possible conflict of interest in any matter or who has questions about this policy should contact Human Resources. Any staff member may request a decision regarding whether a particular circumstance creates a conflict of interest from the CEO/President or designate (or any committee of the Board entrusted with the oversight of conflicts of interest) who will confer with JFNA's outside counsel to determine whether a possible conflict exists. REPORTING: The CEO/President or designate shall make a report to the Audit Committee, at least annually, listing all conflicts and identifying those that were approved. PENALTY FOR NON-COMPLIANCE: A violation of this policy will result in immediate and appropriate discipline, up to and including termination. discipline, up to and including termination.
FORM 990, PART VI, SECTION B, LINE 13: JFNA's Board of Trustees adopted this Whistleblower Policy which sets forth procedures that JFNA trustees, officers, employees and volunteers ("Covered Persons") may follow to report alleged misconduct. This policy applies to Covered Persons and shall be distributed to all JFNA trustees, officers, employees and volunteers. The objectives of this Whistleblower Policy are to encourage and enable Covered Persons, without fear of retaliation, to raise concerns regarding suspected violation of JFNA policies, unethical and/or illegal conduct or practices so that JFNA can address and correct inappropriate conduct and actions. REPORTING CONCERNS OR COMPLAINTS: JFNA is committed to taking action to prevent misconduct, including fraud, violations of law, violations of JFNA policies, and improper accounting or audit practices ("Misconduct"). Covered Persons should promptly come forward and report any instances in which they become aware of Misconduct or potential Misconduct, without regard to the identity or position of a suspected offender. For this purpose and described herein, an outside organization has been authorized to receive complaints of suspected Misconduct. HOW TO REPORT CONCERNS OR COMPLAINTS: Covered Persons may communicate suspected Misconduct by calling the toll-free telephone number (800) 482-3920 in the US or Canada or, in Israel, from an outside line dial 1(800) 94-94-949; a voice prompt will then assist the caller in dialing the toll-free number. Another option is to make a report using the following confidential website: www.ethicspoint.com. Both the telephone number and the website are hosted by "EthicsPoint" (now owned by NAVEX Global), an independent private organization which is not affiliated with JFNA and which provides a confidential way for Covered Persons to report suspected Misconduct. In order to be better equipped to respond to any information or complaint, it would be helpful if the caller identifies themselves and provides their telephone number and other contact information when making the report. However, if anonymity is preferred, it is not necessary that one's name or position be disclosed and caller ID will not be activated on the line. Regardless of whether identification is given, please provide as much information as possible so as to enable a thorough investigation, including where and when the act or incident occurred, names and titles of individuals involved, and any other relevant details. Alternatively, employees may also raise concerns about suspected Misconduct to JFNA's Executive Vice President and/or the head of the Human Resources Department. EXAMPLES OF WHAT TO REPORT: Accounting and Auditing Matters: The improper systematic recording and analysis of JFNA's business and/or financial transactions. Examples include misstatement of contributions, expenses, assets and/ or misapplications of generally accepted accounting principles and wrongful transactions. Conflicts of Interest: A situation in which a Covered Person has a private or personal interest sufficient to appear to influence the objective exercise of his or her official duties. An example is if JFNA has entered into a contract for a company's services and a Covered Person responsible for the engagement has failed to inform JFNA that he or she has a relative who is a principal in that company. Falsification of Contracts, Reports or Records: This consists of altering, fabricating, falsifying or forging all or any part of a document, contract or record for the purpose of gaining an advantage or misrepresenting the value of the document, contract or records. Violation of Law: Any violation of applicable law. The examples set forth above do not limit the definition of Misconduct. BAD FAITH: Any allegations that prove to have been made maliciously or in bad faith will be viewed as a serious offense and could subject the Covered Person to discipline up to and including termination from employment and/or removal from office or appointment. CONFIDENTIALITY: JFNA will treat all communications under this policy in a confidential manner to the extent possible, consistent with the need to conduct an adequate investigation. Any Covered Person raising a concern or complaint pursuant to this policy must be acting in good faith and have reasonable grounds for believing the information disclosed indicates Misconduct. NO RETALIATION: No Covered Person who in good faith reports a concern regarding Misconduct shall suffer intimidation, harassment, retaliation, discrimination or adverse employment consequences because of such a report. Any Covered Person who retaliates against someone who has reported a concern of Misconduct in good faith is subject to discipline up to and including termination of employment or their appointment (as applicable). JFNA's commitment to protecting from retaliation Covered Persons who in good faith report suspected Misconduct has been delegated jointly to JFNA's Executive Vice President and the head of the Human Resources Department. They will administer the Whistleblower policy and report concerns to the Audit Committee.
FORM 990, PART VI, SECTION B, LINE 15A: THE COMPENSATION COMMITTEE IS CHARGED WITH ESTABLISHING AND MAINTAINING POLICIES AND STANDARDS FOR EXECUTIVE COMPENSATION. THE COMMITTEE ENGAGES IN THE FOLLOWING AREAS OF RESPONSIBILITY: - SETS THE TERMS AND CONDITIONS OF EMPLOYMENT FOR THE CEO/PRESIDENT AND DETERMINES SALARY INCREASES GOING FORWARD. IN ITS ANNUAL REVIEW OF THE CEO/PRESIDENT'S COMPENSATION, COMMITTEE MEMBERS ARE PROVIDED WITH RELEVANT COMPENSATION INFORMATION ALONG WITH COMPARABLE DATA AS PREPARED BY AN OUTSIDE EXPERT. - APPROVES THE TERMS AND CONDITIONS OF SENIOR MANAGEMENT TEAM (SMT) HIRES. IN ADDITION, THE COMMITTEE REVIEWS SALARY INCREASE PROPOSALS, AS PRESENTED BY THE CEO/PRESIDENT, FOR EVERY SMT MEMBER. IN ADVANCE OF THIS REVIEW, THE COMMITTEE IS PROVIDED WITH RELEVANT SALARY INFORMATION. - REVIEWS AND IS ASKED TO APPROVE PROPOSED ANNUAL SALARY INCREASES FOR NON UNION STAFF. THE COMMITTEE IS PROVIDED WITH APPROPRIATE SALARY DATA ADVANCE AND IS GIVEN A PERSON-BY-PERSON REVIEW OF ANY SALARY REQUESTS OVER A PREDETERMINED AMOUNT. SOLID SALARY REVIEWS ARE DONE EVERY YEAR. OTHER: PROVIDES GUIDANCE ON ANY MAJOR CLAIM BEING MADE AGAINST THE ORGANIZATION AND REVIEWS/APPROVES ANY SETTLEMENT PROPOSALS; LABOR NEGOTIATIONS STRATEGIES; OTHER MATTERS AS DETERMINED BY THE CEO/PRESIDENT. THE COMMITTEE IS COMPRISED OF THE CHAIR OF THE BOARD (CHAIR OF THE COMMITTEE), VICE CHAIR, TREASURER PLUS TWO OTHER MEMBERS.
FORM 990, PART VI, SECTION B, LINE 15B: JFNA'S CEO MAKES A RECOMMENDATION TO THE CHAIR OF BOARD WHO IS ALSO CHAIR OF THE COMPENSATION COMMITTEE WHO THEN PRESENTS IT TO THE COMPENSATION COMMITTEE. A SEPARATE CHART IS PROVIDED THAT GIVES RELEVANT INFORMATION ON EACH KEY EMPLOYEE/OFFICER AND PROVIDES INDUSTRY SALARY PARAMETERS AS CONTAINED WITHIN THE HAY GROUP SALARY RANGES. THE COMPENSATION COMMITTEE REVIEWS THE RECOMMENDATIONS AND MAKES ITS DECISION.
FORM 990, PART VI, SECTION C, LINE 18: THE JEWISH FEDERATION OF NORTH AMERICA'S (JFNA) 990 IS AVAILABLE ON ITS WEBSITE, GUIDESTAR AND UPON REQUEST. JFNA RECEIVED ITS RULING FROM THE IRS AS A TAX-EXEMPT CHARITY ON FEBRUARY 1936. JFNA DOES NOT HAVE A COPY OF ITS APPLICATION. AN ORGANIZATION THAT FILED ITS APPLICATION BEFORE JULY 15, 1987, MUST MAKE THE APPLICATION AVAILABLE ONLY IF IT HAD A COPY OF THE APPLICATION ON JULY 15, 1987. SEE NOTICE 88-120 FOR DETAILS.
FORM 990, PART VI, SECTION C, LINE 19: ALL JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) STATEMENTS INCLUDING GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT, MANAGEMENT LETTER, FORM 990, CONFLICT OF INTEREST STATEMENTS AND WHISTLE BLOWER POLICY ARE AVAILABLE UPON REQUEST. THE JFNA ANNUAL REPORT AND FORM 990 IS AVAILABLE ON ITS WEBSITE - WWW.JEWISHFEDERATIONS.ORG.
FORM 990, PART XI, LINE 9: Adjustment to Minimum Pension Liabilities and other postretirement benefits...........$(495,527)
FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE FUNCTION OF THE AUDIT COMMITTEE FROM PRIOR YEARS. THE AUDIT COMMITTEE SHALL BE RESPONSIBLE FOR THE NOMINATION OF THE INDEPENDENT AUDITORS FOR THE ORGANIZATION, FOR THE DETERMINATION OF THE SCOPE OF THEIR AUDIT, FOR THE REVIEW AND EVALUATION OF THEIR REPORTS FOR REVIEW AND EVALUATION OF THE ADHERENCE OF MANAGEMENT TO ACCOUNTING RULES AND OF THE ACTION TAKEN BY MANAGEMENT IN RESPONSE TO THE AUDITORS' RECOMMENDATIONS, AND FOR THE ENGAGEMENT AND TERMINATION OF THE ENGAGEMENT OF AN INTERNAL AUDITOR IF DEEMED NECESSARY BY THE COMMITTEE OR THE BOARD.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


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

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
 
Employer identification number

13-1624240
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

(1) JFBP LLC
25 Broadway
New York,NY10004
35-2221762
TaxExemptBOND NY   0 JFNA INC
 










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)UNITED ISRAEL APPEAL INC
25 BROADWAY

NEW YORK,NY10004
13-1760102
ADMINISTRATOR NY 501(C)(3) 7 JFNA INC
 
Yes
 












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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












Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) UNITED ISRAEL APPEAL INC

P 452,078 EXP PAID JFNA
(2) UNITED ISRAEL APPEAL INC

B 454,726,538 Grant




Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023
Schedule R (Form 990) 2023
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R, Part V, Line 1n: CERTAIN EMPLOYEES HAVE SHARED RESPONSIBILITIES FOR JFNA AND UNITED ISRAEL APPEAL, INC.
Schedule R, Part V, Line 1q: JFNA AND UNITED ISRAEL APPEAL CLASSIFY CASH TRANSFERS AS EXCHANGE TRANSACTIONS, WHICH ARE NOT INCLUDED IN REVENUES OR EXPENSES.
Schedule R (Form 990) 2023

Additional Data


Software ID:  
Software Version: