990 Under section 501(c), 527, or 4947(a)(1) of the ...
Transcript of 990 Under section 501(c), 527, or 4947(a)(1) of the ...
Checkifself-employed
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
Check ifapplicable:
AddresschangeNamechangeInitialreturn
Finalreturn/termin-ated Gross receipts $
AmendedreturnApplica-tionpending
Are all subordinates included?
732001 11-28-17
Beginning of Current Year
Paid
Preparer
Use Only
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. Open to Public Inspection| Go to www.irs.gov/Form990 for instructions and the latest information.
A For the 2017 calendar year, or tax year beginning and ending
B C D Employer identification number
E
G
H(a)
H(b)
H(c)
F Yes No
Yes No
I
J
K
Website: |
L M
1
2
3
4
5
6
7
3
4
5
6
7a
7b
a
b
Ac
tivi
tie
s &
Go
vern
an
ce
Prior Year Current Year
8
9
10
11
12
13
14
15
16
17
18
19
Re
ven
ue
a
b
Ex
pe
ns
es
End of Year
20
21
22
Sign
Here
Yes No
For Paperwork Reduction Act Notice, see the separate instructions.
(or P.O. box if mail is not delivered to street address) Room/suite
)501(c)(3) 501(c) ( (insert no.) 4947(a)(1) or 527
|Corporation Trust Association OtherForm of organization: Year of formation: State of legal domicile:
|
|
Net
Ass
ets
orFu
nd B
alan
ces
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.
Signature of officer Date
Type or print name and title
Date PTINPrint/Type preparer's name Preparer's signature
Firm's name Firm's EIN
Firm's address
Phone no.
Form
Name of organization
Doing business as
Number and street Telephone number
City or town, state or province, country, and ZIP or foreign postal code
Is this a group return
for subordinates?Name and address of principal officer: ~~
If "No," attach a list. (see instructions)
Group exemption number |
Tax-exempt status:
Briefly describe the organization's mission or most significant activities:
Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets.
Number of voting members of the governing body (Part VI, line 1a)
Number of independent voting members of the governing body (Part VI, line 1b)
Total number of individuals employed in calendar year 2017 (Part V, line 2a)
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
Total number of volunteers (estimate if necessary)
Total unrelated business revenue from Part VIII, column (C), line 12
Net unrelated business taxable income from Form 990-T, line 34
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
����������������������
Contributions and grants (Part VIII, line 1h) ~~~~~~~~~~~~~~~~~~~~~
Program service revenue (Part VIII, line 2g) ~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~Investment income (Part VIII, column (A), lines 3, 4, and 7d)
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) ~~~~~~~~
Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) ���
Grants and similar amounts paid (Part IX, column (A), lines 1-3)
Benefits paid to or for members (Part IX, column (A), line 4)
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)
~~~~~~~~~~~
~~~~~~~~~~~~~
~~~
Professional fundraising fees (Part IX, column (A), line 11e)
Total fundraising expenses (Part IX, column (D), line 25)
~~~~~~~~~~~~~~
Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e)
Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 18 from line 12
~~~~~~~~~~~~~
~~~~~~~
����������������
Total assets (Part X, line 16)
Total liabilities (Part X, line 26)
Net assets or fund balances. Subtract line 21 from line 20
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~
��������������
May the IRS discuss this return with the preparer shown above? (see instructions) ���������������������
LHA Form (2017)
Part I Summary
Signature BlockPart II
990
Return of Organization Exempt From Income Tax990 2017
§
==
999
JUL 1, 2017 JUN 30, 2018
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC.
UJA-FEDERATION OF NEW YORK 51-0172429
130 EAST 59TH STREET 212-836-1730904,694,000.
NEW YORK, NY 10022-1302ERIC S. GOLDSTEIN X
130 EAST 59TH STREET, NEW YORK, NY 10022X
WWW.UJAFEDNY.ORGX 1975 NY
UJA-FEDERATION CARES FOR JEWSAND ALL NEW YORKERS,RESPONDS TO CRISES AND SHAPES THE JEWISH FUTURE.
1651634924000
4,608,000.877,899.
209,725,000. 217,753,000.806,000. 846,000.
46,019,000. 71,618,000.-5,132,000. -3,873,000.
251,418,000. 286,344,000.151,503,000. 153,542,000.
0. 0.49,802,000. 52,035,000.
0. 0.31,255,000.
35,178,000. 35,760,000.236,483,000. 241,337,000.14,935,000. 45,007,000.
1,418,834,000. 1,489,192,000.238,717,000. 244,453,000.
1,180,117,000. 1,244,739,000.
JOANN LOCASCIO, CONTROLLER
Code: Expenses $ including grants of $ Revenue $
Code: Expenses $ including grants of $ Revenue $
Code: Expenses $ including grants of $ Revenue $
Expenses $ including grants of $ Revenue $
732002 11-28-17
1
2
3
4
Yes No
Yes No
4a
4b
4c
4d
4e
Form 990 (2017) Page
Check if Schedule O contains a response or note to any line in this Part III ����������������������������
Briefly describe the organization's mission:
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.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization cease conducting, or make significant changes in how it conducts, any program services?
If "Yes," describe these changes on Schedule O.
~~~~~~
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.
( ) ( ) ( )
( ) ( ) ( )
( ) ( ) ( )
Other program services (Describe in Schedule O.)
( ) ( )
Total program service expenses |
Form (2017)
2Statement of Program Service AccomplishmentsPart III
990
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
X
UJA-FEDERATION OF NEW YORK (UJA) CARES FOR JEWS EVERYWHERE AND NEWYORKERS OF ALL BACKGROUNDS, RESPONDS TO CRISES CLOSE TO HOME AND FARAWAY, AND SHAPES THE JEWISH FUTURE. UJA PROVIDES FUNDING & OTHERRESOURCES TO A CORE NETWORK OF NONPROFITS (NEARLY 75 (CONT. ON PG 94)
X
X
97,074,000. 81,727,000.CARING FOR PEOPLE IN NEED AND RESPONDING TO CRISIS (SEE PAGE 94):UJA ALLOCATES FUNDS TO NONPROFITS TO SUPPORT PROGRAMS THAT PROVIDECRITICAL AID AND SERVICES TO HUNDREDS OF THOUSANDS OF PEOPLE EACH YEARIN NEW YORK CITY, WESTCHESTER COUNTY, AND LONG ISLAND. THESENONPROFITS SERVE BOTH JEWS AND THE BROADER NEW YORK COMMUNITY,INCLUDING THE POOR AND UNEMPLOYED, IMMIGRANTS, SENIORS, HOLOCAUSTSURVIVORS, SINGLE PARENTS, AND PEOPLE WITH AUTISM AND DISABILITIES. THESERVICES THEY PROVIDE INCLUDE HOUSING, MEDICAL CARE, END-OF-LIFE ANDPALLIATIVE CARE, MENTAL HEALTH COUNSELING, EDUCATION, FOOD PROGRAMS,VOCATIONAL EDUCATION AND GUIDANCE, AND CITIZENSHIP AND ACCULTURATIONSKILLS. UJA ALSO PROMOTES VOLUNTEERISM, FACILITATING THE RECRUITMENT(CONT. ON PAGE 95)
85,300,000. 71,815,000.DEEPENING JEWISH ENGAGEMENT AND STRENGTHENING JEWISH COMMUNITIES("JEWISH LIFE") (SEE PAGE 94):UJA SUPPORTS INNOVATIVE INITIATIVES THAT ENCOURAGE JEWS OF ALL AGES TOEXPLORE THEIR JEWISH IDENTITY AND PROVIDES FUNDS FOR A RANGE OFPROGRAMS THAT SERVE A DIVERSE JEWISH COMMUNITY. THESE PROGRAMSSTRENGTHEN SYNAGOGUES, SUPPORT COLLEGE STUDENTS BY PROMOTING JEWISHLIFE ON CAMPUS, CONNECT YOUNG JEWS TO ISRAEL, AND PROVIDE OPPORTUNITIESTO ENGAGE INTERFAITH FAMILIES AND UNAFFILIATED JEWS. AS PART OF ITSCOMMITMENT TO EDUCATION AND LIFELONG LEARNING, UJA PROVIDES SUPPORT FORINFORMAL AND FORMAL JEWISH EDUCATIONAL PROGRAMS FOR BOTH CHILDREN ANDADULTS. UJA ALSO PROVIDES FUNDS FOR SCHOLARSHIPS AND TEACHER BENEFITS(CONT. ON PAGE 95)
182,374,000.
SEE SCHEDULE O FOR CONTINUATION(S)
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 2
732003 11-28-17
Yes No
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
1
2
3
4
5
6
7
8
9
10
Section 501(c)(3) organizations.
a
b
c
d
e
f
a
b
11a
11b
11c
11d
11e
11f
12a
12b
13
14a
14b
15
16
17
18
19
a
b
If "Yes," complete Schedule ASchedule B, Schedule of Contributors
If "Yes," complete Schedule C, Part I
If "Yes," complete Schedule C, Part II
If "Yes," complete Schedule C, Part III
If "Yes," complete Schedule D, Part I
If "Yes," complete Schedule D, Part IIIf "Yes," complete
Schedule D, Part III
If "Yes," complete Schedule D, Part IV
If "Yes," complete Schedule D, Part V
If "Yes," complete Schedule D,Part VI
If "Yes," complete Schedule D, Part VII
If "Yes," complete Schedule D, Part VIII
If "Yes," complete Schedule D, Part IXIf "Yes," complete Schedule D, Part X
If "Yes," complete Schedule D, Part XIf "Yes," complete
Schedule D, Parts XI and XII
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optionalIf "Yes," complete Schedule E
If "Yes," complete Schedule F, Parts I and IV
If "Yes," complete Schedule F, Parts II and IV
If "Yes," complete Schedule F, Parts III and IV
If "Yes," complete Schedule G, Part I
If "Yes," complete Schedule G, Part IIIf "Yes,"
complete Schedule G, Part III
Form 990 (2017) Page
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the organization required to complete ?
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for
public office?
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization engage in lobbying activities, or have a section 501(h) election in effect
during the tax year?
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or
similar amounts as defined in Revenue Procedure 98-19?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
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?
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent
endowments, or quasi-endowments?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~
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.
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
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?
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
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?
Did the organization report an amount for other liabilities in Part X, line 25?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~
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)?
Did the organization obtain separate, independent audited financial statements for the tax year?
~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Was the organization included in consolidated, independent audited financial statements for the tax year?
~~~~~
Is the organization a school described in section 170(b)(1)(A)(ii)?
Did the organization maintain an office, employees, or agents outside of the United States?
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
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?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines
1c and 8a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
�����������������������������������������������
Form (2017)
3Part IV Checklist of Required Schedules
990
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
XX
X
X
X
X
X
X
X
X
X
X
X
XX
X
X
XX
X
X
X
X
X
X
X
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 3
732004 11-28-17
Yes No
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
a
b
20a
20b
21
22
23
24a
24b
24c
24d
25a
25b
26
27
28a
28b
28c
29
30
31
32
33
34
35a
35b
36
37
38
a
b
c
d
a
b
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations.
a
b
c
a
b
Section 501(c)(3) organizations.
Note.
(continued)
If "Yes," complete Schedule H
If "Yes," complete Schedule I, Parts I and II
If "Yes," complete Schedule I, Parts I and III
If "Yes," completeSchedule J
If "Yes," answer lines 24b through 24d and completeSchedule K. If "No", go to line 25a
If "Yes," complete Schedule L, Part I
If "Yes," completeSchedule L, Part I
If "Yes,"complete Schedule L, Part II
If "Yes," complete Schedule L, Part III
If "Yes," complete Schedule L, Part IVIf "Yes," complete Schedule L, Part IV
If "Yes," complete Schedule L, Part IVIf "Yes," complete Schedule M
If "Yes," complete Schedule M
If "Yes," complete Schedule N, Part IIf "Yes," complete
Schedule N, Part II
If "Yes," complete Schedule R, Part IIf "Yes," complete Schedule R, Part II, III, or IV, and
Part V, line 1
If "Yes," complete Schedule R, Part V, line 2
If "Yes," complete Schedule R, Part V, line 2
If "Yes," complete Schedule R, Part VI
Form 990 (2017) Page
Did the organization operate one or more hospital facilities? ~~~~~~~~~~~~~~~~
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? ~~~~~~~~~~
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? ~~~~~~~~~~~~~~
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? ~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds?
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~
Did the organization engage in an excess benefit
transaction with a disqualified person during the year?
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?
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or
former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member
of any of these persons? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV
instructions for applicable filing thresholds, conditions, and exceptions):
A current or former officer, director, trustee, or key employee? ~~~~~~~~~~~
A family member of a current or former officer, director, trustee, or key employee?
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer,
director, trustee, or direct or indirect owner?
~~
~~~~~~~~~~~~~~~~~~~~~
Did the organization receive more than $25,000 in non-cash contributions?
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
contributions?
~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization liquidate, terminate, or dissolve and cease operations?
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
sections 301.7701-2 and 301.7701-3?
Was the organization related to any tax-exempt or taxable entity?
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
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)?
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
Did the organization make any transfers to an exempt non-charitable related organization?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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? ~~~~~~~~
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19?
All Form 990 filers are required to complete Schedule O �������������������������������
Form (2017)
4Part IV Checklist of Required Schedules
990
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
X
X
X
X
XX
XX
X
X
X
X
XX
XX
X
X
X
X
XX
X
X
X
X
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 4
732005 11-28-17
Yes No
1
2
3
4
5
6
7
a
b
c
1a
1b
1c
a
b
2a
Note.
2b
3a
3b
4a
5a
5b
5c
6a
6b
7a
7b
7c
7e
7f
7g
7h
8
9a
9b
a
b
a
b
a
b
c
a
b
Organizations that may receive deductible contributions under section 170(c).
a
b
c
d
e
f
g
h
7d
8
9
10
11
12
13
14
Sponsoring organizations maintaining donor advised funds.
Sponsoring organizations maintaining donor advised funds.
a
b
Section 501(c)(7) organizations.
a
b
10a
10b
Section 501(c)(12) organizations.
a
b
11a
11b
a
b
Section 4947(a)(1) non-exempt charitable trusts. 12a
12b
Section 501(c)(29) qualified nonprofit health insurance issuers.
Note.
a
b
c
a
b
13a
13b
13c
14a
14b
e-file
If "No," to line 3b, provide an explanation in Schedule O
If "No," provide an explanation in Schedule O
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?
Form (2017)
Form 990 (2017) Page
Check if Schedule O contains a response or note to any line in this Part V ���������������������������
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ~~~~~~~~~~~
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable ~~~~~~~~~~
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners? �������������������������������������������
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 ~~~~~~~~~~
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
If the sum of lines 1a and 2a is greater than 250, you may be required to (see instructions)
~~~~~~~~~~
~~~~~~~~~~~
Did the organization have unrelated business gross income of $1,000 or more during the year?
If "Yes," has it filed a Form 990-T for this year?
~~~~~~~~~~~~~~
~~~~~~~~~~
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)?~~~~~~~
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
~~~~~~~~~~~~
~~~~~~~~~
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts
were not tax deductible?
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization notify the donor of the value of the goods or services provided?
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required
to file Form 8282?
~~~~~~~~~~~~~~~
����������������������������������������������������
If "Yes," indicate the number of Forms 8282 filed during the year
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
~~~~~~~~~~~~~~~~
~~~~~~~
~~~~~~~~~Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
~
Did a donor advised fund maintained by the
sponsoring organization have excess business holdings at any time during the year? ~~~~~~~~~~~~~~~~~~~
Did the sponsoring organization make any taxable distributions under section 4966?
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Enter:
Initiation fees and capital contributions included on Part VIII, line 12
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
~~~~~~~~~~~~~~~
~~~~~~
Enter:
Gross income from members or shareholders
Gross income from other sources (Do not net amounts due or paid to other sources against
amounts due or received from them.)
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the organization filing Form 990 in lieu of Form 1041?
If "Yes," enter the amount of tax-exempt interest received or accrued during the year ������
Is the organization licensed to issue qualified health plans in more than one state?
See the instructions for additional information the organization must report on Schedule O.
~~~~~~~~~~~~~~~~~~~~~
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
Enter the amount of reserves on hand
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization receive any payments for indoor tanning services during the tax year?
If "Yes," has it filed a Form 720 to report these payments?
~~~~~~~~~~~~~~~~
����������
5Part V Statements Regarding Other IRS Filings and Tax Compliance
990
J
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
6110
X
492X
XX
XBERMUDA
XX
X
XX
X1
XX
X
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 5
732006 11-28-17
Yes No
1a
1b
1
2
3
4
5
6
7
8
9
a
b
2
3
4
5
6
7a
7b
8a
8b
9
a
b
a
b
Yes No
10
11
a
b
10a
10b
11a
12a
12b
12c
13
14
15a
15b
16a
16b
a
b
12a
b
c
13
14
15
a
b
16a
b
17
18
19
20
For each "Yes" response to lines 2 through 7b below, and for a "No" responseto line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
If "Yes," provide the names and addresses in Schedule O(This Section B requests information about policies not required by the Internal Revenue Code.)
If "No," go to line 13
If "Yes," describein Schedule O how this was done
(explain in Schedule O)
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.
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
Form (2017)
Form 990 (2017) Page
Check if Schedule O contains a response or note to any line in this Part VI ���������������������������
Enter the number of voting members of the governing body at the end of the tax year
Enter the number of voting members included in line 1a, above, who are independent
~~~~~~
~~~~~~
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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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? ~~~~~~~~~~~~~~
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
Did the organization become aware during the year of a significant diversion of the organization's assets?
Did the organization have members or stockholders?
~~~~~
~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or
persons other than the governing body?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The governing body?
Each committee with authority to act on behalf of the governing body?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
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? �����������������
Did the organization have local chapters, branches, or affiliates?
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?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
Describe in Schedule O the process, if any, used by the organization to review this Form 990.
Did the organization have a written conflict of interest policy? ~~~~~~~~~~~~~~~~~~~~
~~~~~~
Did the organization regularly and consistently monitor and enforce compliance with the policy?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a written whistleblower policy?
Did the organization have a written document retention and destruction policy?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
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?
The organization's CEO, Executive Director, or top management official
Other officers or key employees of the organization
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a
taxable entity during the year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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? ������������������������������������
List the states with which a copy of this Form 990 is required to be filed
Section 6104 requires an organization to make its Forms 1023 (or 1024 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.
Own website Another's website Upon request Other
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.
State the name, address, and telephone number of the person who possesses the organization's books and records: |
6Part VI Governance, Management, and Disclosure
Section A. Governing Body and Management
Section B. Policies
Section C. Disclosure
990
J
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
X
165
163
X
XX
XX
X
X
XX
X
X
X
XX
XXX
XX
X
FL
X X
JOANN LOCASCIO, CONTROLLER - 212-836-1730130 EAST 59TH STREET, NEW YORK, NY 10022-1302
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 6
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Key
empl
oyee
Hig
hest
com
pens
ated
empl
oyee
Form
er
(do not check more than onebox, unless person is both anofficer and a director/trustee)
732007 11-28-17
current
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
current
current
former
former directors or trustees
(A) (B) (C) (D) (E) (F)
Form 990 (2017) Page
Check if Schedule O contains a response or note to any line in this Part VII ���������������������������
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.
¥ List all of the organization's 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.
¥ List all of the organization's key employees, if any. See instructions for definition of "key employee."¥ List the organization's five highest compensated employees (other than an officer, director, trustee, or key employee) who received report-
able compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations.
¥ List all of the organization's officers, key employees, and highest compensated employees who received more than $100,000 ofreportable compensation from the organization and any related organizations.
¥ List all of the organization's that received, in the capacity as a former director or trustee of the organization,more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
PositionName and Title Average hours per
week (list any
hours forrelated
organizationsbelowline)
Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
Form (2017)
7Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
990
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
X
(1) JEFFREY A. SCHOENFELD 0.00PRESIDENT/DIRECTOR X X 0. 0. 0.(2) ROBERT S. KAPITO 0.00CHAIR OF THE BOARD/DIRECTOR X X 0. 0. 0.(3) JEFFREY M. STERN 0.00TREASURER/DIRECTOR X X 0. 0. 0.(4) ALISA R. DOCTOROFF 0.00GENERAL PLANNING CHAIR/DIRECTOR X X 0. 0. 0.(5) BRETT H. BARTH 0.00PLANNING CHAIR/DIRECTOR X X 0. 0. 0.(6) AMY A.B. BRESSMAN 0.00PLANNING CHAIR/DIRECTOR X X 0. 0. 0.(7) JODI J. SCHWARTZ 0.00PLANNING CHAIR/DIRECTOR X X 0. 0. 0.(8) ALISA F. LEVIN 0.00GENERAL CAMPAIGN CHAIR/DIRECTOR X X 0. 0. 0.(9) DAVID L. MOORE 0.00GENERAL CAMPAIGN CHAIR/DIRECTOR X X 0. 0. 0.(10) JUDITH K. BAUM 0.00CHAIR, UJA WOMEN/DIRECTOR X 0. 0. 0.(11) LAWRENCE J. COHEN 0.00CHAIR,PLANNED GIVING&ENDOWMENTS/DIRE X 0. 0. 0.(12) STEPHEN J. GIRSKY 0.00EXEC. COMM. AT LARGE/DIRECTOR X 0. 0. 0.(13) CINDY GOLUB 0.00EXEC. COMM. AT LARGE/DIRECTOR X 0. 0. 0.(14) JONATHON C. HELD 0.00EXEC. COMM. AT LARGE/DIRECTOR X 0. 0. 0.(15) BARRY A. KAPLAN 0.00EXEC. COMM. AT LARGE/DIRECTOR X 0. 0. 0.(16) SUZANNE F. PECK 0.00EXEC. COMM. AT LARGE/DIRECTOR X 0. 0. 0.(17) KAREN R. ADLER 0.00DIRECTOR X 0. 0. 0.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 7
Form
er
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Hig
hest
com
pens
ated
empl
oyee
Key
empl
oyee
(do not check more than onebox, unless person is both anofficer and a director/trustee)
732008 11-28-17
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(B) (C)(A) (D) (E) (F)
1b
c
d
Sub-total
Total from continuation sheets to Part VII, Section A
Total (add lines 1b and 1c)
2
Yes No
3
4
5
former
3
4
5
Section B. Independent Contractors
1
(A) (B) (C)
2
(continued)
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such person
Page Form 990 (2017)
PositionAverage hours per
week(list any
hours forrelated
organizationsbelowline)
Name and title Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
~~~~~~~~~~ |
������������������������ |
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable
compensation from the organization |
Did the organization list any officer, director, or trustee, key employee, or highest compensated employee on
line 1a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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? ~~~~~~~~~~~~~
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services
rendered to the organization? ������������������������
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.
Name and business address Description of services Compensation
Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 of compensation from the organization |
Form (2017)
8Part VII
990
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
(18) HOWARD D. ALTSCHUL 0.00DIRECTOR X 0. 0. 0.(19) DONALD ASHKENASE 0.00DIRECTOR X 0. 0. 0.(20) STACI BARBER 0.00DIRECTOR X 0. 0. 0.(21) HELAINE SUVAL BECKERMAN 0.00DIRECTOR X 0. 0. 0.(22) GAYLE BERG 0.00DIRECTOR X 0. 0. 0.(23) TRISANNE F. BERGER 0.00DIRECTOR X 0. 0. 0.(24) RONIT J. BERKOVICH 0.00DIRECTOR X 0. 0. 0.(25) ALAN S. BERNIKOW 0.00DIRECTOR X 0. 0. 0.(26) TRACEY D. BILSKI 0.00DIRECTOR X 0. 0. 0.
0. 0. 0.5,245,000. 0. 995,000.5,245,000. 0. 995,000.
101
X
X
X
DA'AT EDUCATIONAL EXPEDITIONS , 19WASHINGTON STREET, JERUSALEM, ISRAEL 91710
MISSION TRAVEL(SUBSTANTIALLYREIMBURSED) 2,137,000.
BERLIN ROSEN LTD, 15 MAIDEN LANE, SUITE1600, NEW YORK, NY 10038 ADVERTISING 1,069,000.FOREMOST GLATT KOSHER CATERERS, INC.65 ANDERSON AVENUE, MOONACHIE, NJ 07074
CATERING FOR EVENTS (SUBSTANT.REIMB.) 1,063,000.
FLIK INTERNATIONAL CORP.P.O. BOX 91337, CHICAGO, IL 60693 FOOD SERVICE PROVIDER 1,053,000.INTERNATIONAL SECURITY ASSOCIATES INC.301 EAST 62ND STREET, NEW YORK, NY 10021 SECURITY 813,000.
50SEE PART VII, SECTION A CONTINUATION SHEETS
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 8
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Key
empl
oyee
Hig
hest
com
pens
ated
em
ploy
ee
Form
er
73220104-01-17
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(A) (B) (C) (D) (E) (F)
(continued)Form 990
Name and title Average hours per
week(list any
hours forrelated
organizationsbelowline)
Position (check all that apply)
Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
Total to Part VII, Section A, line 1c �������������������������
Part VII
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
(27) MARNIE BLACK 0.00DIRECTOR X 0. 0. 0.(28) DANIEL B. BLASER 0.00DIRECTOR X 0. 0. 0.(29) THOMAS BLUMBERG 0.00DIRECTOR X 0. 0. 0.(30) PAULA BLUMENFELD 0.00DIRECTOR X 0. 0. 0.(31) RABBI LESTER BRONSTEIN 0.00DIRECTOR X 0. 0. 0.(32) RABBI ANGELA W. BUCHDAHL 0.00DIRECTOR X 0. 0. 0.(33) BENJAMIN CANET 0.00DIRECTOR X 0. 0. 0.(34) KENNETH W. CAPPELL 0.00DIRECTOR X 0. 0. 0.(35) RAYMOND CHALME 0.00DIRECTOR X 0. 0. 0.(36) ISAAC S. CHERA 0.00DIRECTOR X 0. 0. 0.(37) MARC CHODOCK 0.00DIRECTOR X 0. 0. 0.(38) GARY CLAAR 0.00DIRECTOR X 0. 0. 0.(39) SUSAN CLASTER 0.00DIRECTOR X 0. 0. 0.(40) MARLA CORNEJO 0.00DIRECTOR X 0. 0. 0.(41) DEBBIE COSGROVE 0.00DIRECTOR X 0. 0. 0.(42) RABBI JOSHUA M. DAVIDSON 0.00DIRECTOR X 0. 0. 0.(43) JACOB W. DOFT 0.00DIRECTOR X 0. 0. 0.(44) SUZANNE R. DOFT 0.00DIRECTOR X 0. 0. 0.(45) ALEXANDER S. EHRLICH 0.00DIRECTOR X 0. 0. 0.(46) CAROL B. EINIGER 0.00DIRECTOR X 0. 0. 0.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 9
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Key
empl
oyee
Hig
hest
com
pens
ated
em
ploy
ee
Form
er
73220104-01-17
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(A) (B) (C) (D) (E) (F)
(continued)Form 990
Name and title Average hours per
week(list any
hours forrelated
organizationsbelowline)
Position (check all that apply)
Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
Total to Part VII, Section A, line 1c �������������������������
Part VII
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
(47) RACHEL S. EPSTEIN 0.00DIRECTOR X 0. 0. 0.(48) CINDY FEINBERG 0.00DIRECTOR X 0. 0. 0.(49) MARTINE FLEISHMAN 0.00DIRECTOR X 0. 0. 0.(50) MICHAEL E. FOREMAN 0.00DIRECTOR X 0. 0. 0.(51) KAREN S.W. FRIEDMAN 0.00DIRECTOR X 0. 0. 0.(52) ABIGAIL G. GELLER 0.00DIRECTOR X 0. 0. 0.(53) LAURIE E. GIRSKY 0.00DIRECTOR X 0. 0. 0.(54) BILLIE GOLD 0.00DIRECTOR X 0. 0. 0.(55) JONATHAN E. GOLD 0.00DIRECTOR X 0. 0. 0.(56) LEE JASON GOLDBERG 0.00DIRECTOR X 0. 0. 0.(57) CAROL S. GOLDSTEIN 0.00DIRECTOR X 0. 0. 0.(58) JACK M. GORMAN 0.00DIRECTOR X 0. 0. 0.(59) PATRICIA GREEN 0.00DIRECTOR X 0. 0. 0.(60) WILLIAM GREENBLATT 0.00DIRECTOR X 0. 0. 0.(61) LAURENCE GREENWALD 0.00DIRECTOR X 0. 0. 0.(62) ELLEN L. GROSSMAN 0.00DIRECTOR X 0. 0. 0.(63) KIM HARTMAN 0.00DIRECTOR X 0. 0. 0.(64) STACY EINHORN HELFSTEIN 0.00DIRECTOR X 0. 0. 0.(65) JOHN A HERRMANN, JR. 0.00DIRECTOR X 0. 0. 0.(66) NANCY HIRSCHTRITT 0.00DIRECTOR X 0. 0. 0.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 10
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Key
empl
oyee
Hig
hest
com
pens
ated
em
ploy
ee
Form
er
73220104-01-17
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(A) (B) (C) (D) (E) (F)
(continued)Form 990
Name and title Average hours per
week(list any
hours forrelated
organizationsbelowline)
Position (check all that apply)
Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
Total to Part VII, Section A, line 1c �������������������������
Part VII
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
(67) STACY HOFFMAN 0.00DIRECTOR X 0. 0. 0.(68) FRANCINE ASHER HOLTZMAN 0.00DIRECTOR X 0. 0. 0.(69) ELLEN HORING 0.00DIRECTOR X 0. 0. 0.(70) MARVIN ISRAELOW 0.00DIRECTOR X 0. 0. 0.(71) LYNN JACOBS 0.00DIRECTOR X 0. 0. 0.(72) DONNA JAKUBOVITZ 0.00DIRECTOR X 0. 0. 0.(73) JOSEPH L. JEROME 0.00DIRECTOR X 0. 0. 0.(74) LINDA JESSELSON 0.00DIRECTOR X 0. 0. 0.(75) MICHAEL KALNICKI 0.00DIRECTOR X 0. 0. 0.(76) ROBIN H. KAPLAN 0.00DIRECTOR X 0. 0. 0.(77) KAREN SPAR KASNER 0.00DIRECTOR X 0. 0. 0.(78) KAREN KASTENBAUM 0.00DIRECTOR X 0. 0. 0.(79) EVELYN B. KENVIN 0.00DIRECTOR X 0. 0. 0.(80) ALFONSO S. KIMCHE 0.00DIRECTOR X 0. 0. 0.(81) MICHAEL D. KLEINBERG 0.00DIRECTOR X 0. 0. 0.(82) LAURA KLEINHANDLER 0.00DIRECTOR X 0. 0. 0.(83) CANDICE B. KOERNER 0.00DIRECTOR X 0. 0. 0.(84) MICHAEL R. LAX 0.00DIRECTOR X 0. 0. 0.(85) SUSAN P. LAX 0.00DIRECTOR X 0. 0. 0.(86) SANDY B. LENGER 0.00DIRECTOR X 0. 0. 0.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 11
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Key
empl
oyee
Hig
hest
com
pens
ated
em
ploy
ee
Form
er
73220104-01-17
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(A) (B) (C) (D) (E) (F)
(continued)Form 990
Name and title Average hours per
week(list any
hours forrelated
organizationsbelowline)
Position (check all that apply)
Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
Total to Part VII, Section A, line 1c �������������������������
Part VII
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
(87) RABBI YOSIE LEVINE 0.00DIRECTOR X 0. 0. 0.(88) DIANE C. LEVY 0.00DIRECTOR X 0. 0. 0.(89) PAUL G. LEVY 0.00DIRECTOR X 0. 0. 0.(90) MITCHELL LEWIS 0.00DIRECTOR X 0. 0. 0.(91) SAMUEL G. LISS 0.00DIRECTOR X 0. 0. 0.(92) DAVID S. LOBEL 0.00DIRECTOR X 0. 0. 0.(93) RABBI ALAN LUCAS 0.00DIRECTOR X 0. 0. 0.(94) HEIDI LURENSKY 0.00DIRECTOR X 0. 0. 0.(95) MICHAEL P. LUSTIG 0.00DIRECTOR X 0. 0. 0.(96) GREGORY S. LYSS 0.00DIRECTOR X 0. 0. 0.(97) WILLIAM L. MACK 0.00DIRECTOR X 0. 0. 0.(98) RALPH P. MARASH 0.00DIRECTOR X 0. 0. 0.(99) BRYCE A. MARKUS 0.00DIRECTOR X 0. 0. 0.(100) EDWARD A. MERMELSTEIN 0.00DIRECTOR X 0. 0. 0.(101) PAUL MILLMAN 0.00DIRECTOR X 0. 0. 0.(102) BARRY G. MOSS 0.00DIRECTOR X 0. 0. 0.(103) CHARLES M. NATHAN 0.00DIRECTOR X 0. 0. 0.(104) ELYSE NEWHOUSE 0.00DIRECTOR X 0. 0. 0.(105) STACEY NOVICK 0.00DIRECTOR X 0. 0. 0.(106) JOSHUA OBOLER 0.00DIRECTOR X 0. 0. 0.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 12
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Key
empl
oyee
Hig
hest
com
pens
ated
em
ploy
ee
Form
er
73220104-01-17
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(A) (B) (C) (D) (E) (F)
(continued)Form 990
Name and title Average hours per
week(list any
hours forrelated
organizationsbelowline)
Position (check all that apply)
Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
Total to Part VII, Section A, line 1c �������������������������
Part VII
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
(107) MICHAEL E. OLSHAN 0.00DIRECTOR X 0. 0. 0.(108) LEE H. PERLMAN 0.00DIRECTOR X 0. 0. 0.(109) JONATHAN PLUTZIK 0.00DIRECTOR X 0. 0. 0.(110) VICKI C. FELDMAN PORTMAN 0.00DIRECTOR X 0. 0. 0.(111) TINA PRICE 0.00DIRECTOR X 0. 0. 0.(112) GAIL PROPP 0.00DIRECTOR X 0. 0. 0.(113) JACK A. RAHMEY 0.00DIRECTOR X 0. 0. 0.(114) ANDREW V. RECHTSCHAFFEN 0.00DIRECTOR X 0. 0. 0.(115) THEODORE C. RICHMAN 0.00DIRECTOR X 0. 0. 0.(116) HEIDI C. RIEGER 0.00DIRECTOR X 0. 0. 0.(117) MARCIA RIKLIS 0.00DIRECTOR X 0. 0. 0.(118) IRINA ROLLER 0.00DIRECTOR X 0. 0. 0.(119) RICHARD A. ROSEN 0.00DIRECTOR X 0. 0. 0.(120) MICHAEL F. ROSENBAUM 0.00DIRECTOR X 0. 0. 0.(121) GARY ROSENBERG 0.00DIRECTOR X 0. 0. 0.(122) MARTIN ROSENMAN 0.00DIRECTOR X 0. 0. 0.(123) STEVEN J. ROTTER 0.00DIRECTOR X 0. 0. 0.(124) RONI RUBENSTEIN 0.00DIRECTOR X 0. 0. 0.(125) STEPHEN RUTENBERG 0.00DIRECTOR X 0. 0. 0.(126) EDMOND M. SAFRA 0.00DIRECTOR X 0. 0. 0.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 13
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Key
empl
oyee
Hig
hest
com
pens
ated
em
ploy
ee
Form
er
73220104-01-17
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(A) (B) (C) (D) (E) (F)
(continued)Form 990
Name and title Average hours per
week(list any
hours forrelated
organizationsbelowline)
Position (check all that apply)
Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
Total to Part VII, Section A, line 1c �������������������������
Part VII
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
(127) HELEN SAMUELS 0.00DIRECTOR X 0. 0. 0.(128) NEIL J. SANDLER 0.00DIRECTOR X 0. 0. 0.(129) WILLIAM H. SCHRAG 0.00DIRECTOR X 0. 0. 0.(130) DONNA SENTER 0.00DIRECTOR X 0. 0. 0.(131) SARENE P. SHANUS 0.00DIRECTOR X 0. 0. 0.(132) RABBI GIDEON SHLOUSH 0.00DIRECTOR X 0. 0. 0.(133) PAUL A. SIEGEL 0.00DIRECTOR X 0. 0. 0.(134) SHIRLEY SILVER 0.00DIRECTOR X 0. 0. 0.(135) PATRICIA SILVERS 0.00DIRECTOR X 0. 0. 0.(136) LISA SILVERSTEIN 0.00DIRECTOR X 0. 0. 0.(137) PATRICIA B. SILVERSTEIN 0.00DIRECTOR X 0. 0. 0.(138) HARRIET G. SINGER 0.00DIRECTOR X 0. 0. 0.(139) RABBI JEFFREY SIRKMAN 0.00DIRECTOR X 0. 0. 0.(140) TARA SLONE-GOLDSTEIN 0.00DIRECTOR X 0. 0. 0.(141) KAREN R. SOBEL 0.00DIRECTOR X 0. 0. 0.(142) GEULA SOLOMON 0.00DIRECTOR X 0. 0. 0.(143) JEFFREY M. SOLOMON 0.00DIRECTOR X 0. 0. 0.(144) JEROME SPITZER 0.00DIRECTOR X 0. 0. 0.(145) JAMIE B.W. STECHER 0.00DIRECTOR X 0. 0. 0.(146) RABBI CHAIM STEINMETZ 0.00DIRECTOR X 0. 0. 0.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 14
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Key
empl
oyee
Hig
hest
com
pens
ated
em
ploy
ee
Form
er
73220104-01-17
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(A) (B) (C) (D) (E) (F)
(continued)Form 990
Name and title Average hours per
week(list any
hours forrelated
organizationsbelowline)
Position (check all that apply)
Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
Total to Part VII, Section A, line 1c �������������������������
Part VII
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
(147) DAVID A. STERLING 0.00DIRECTOR X 0. 0. 0.(148) PETER K. STERN 0.00DIRECTOR X 0. 0. 0.(149) STEPHANIE J. STIEFEL 0.00DIRECTOR X 0. 0. 0.(150) HARRIET KAPLAN SUVALL 0.00DIRECTOR X 0. 0. 0.(151) JACKY TEPLITZKY 0.00DIRECTOR X 0. 0. 0.(152) BENJAMIN J. TISCH 0.00DIRECTOR X 0. 0. 0.(153) JOSHUA S. WANDERER 0.00DIRECTOR X 0. 0. 0.(154) GABRIEL F. WASSERMAN 0.00DIRECTOR X 0. 0. 0.(155) TALI WEINSTEIN 0.00DIRECTOR X 0. 0. 0.(156) ADAM WEISSENBERG 0.00DIRECTOR X 0. 0. 0.(157) PAMELA P. WEXLER 0.00DIRECTOR X 0. 0. 0.(158) ERIKA S. WITOVER 0.00DIRECTOR X 0. 0. 0.(159) STEVEN B. WOLITZER 0.00DIRECTOR X 0. 0. 0.(160) SHAHRAM YAGHOUBZADEH 0.00DIRECTOR X 0. 0. 0.(161) FREDRIC W. YERMAN 0.00DIRECTOR X 0. 0. 0.(162) JOY M. ZELIN 0.00DIRECTOR X 0. 0. 0.(163) JULIA E. ZEUNER 0.00DIRECTOR X 0. 0. 0.(164) SIMON ZIFF 0.00DIRECTOR X 0. 0. 0.(165) AARON L. ZISES 0.00DIRECTOR X 0. 0. 0.(166) ERIC S. GOLDSTEIN 35.00CHIEF EXECUTIVE OFFICER X 552,000. 0. 329,000.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 15
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Key
empl
oyee
Hig
hest
com
pens
ated
em
ploy
ee
Form
er
73220104-01-17
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(A) (B) (C) (D) (E) (F)
(continued)Form 990
Name and title Average hours per
week(list any
hours forrelated
organizationsbelowline)
Position (check all that apply)
Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
Total to Part VII, Section A, line 1c �������������������������
Part VII
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
(167) IRVIN A. ROSENTHAL 35.00CHIEF FINANCIAL OFFICER X 499,000. 0. 81,000.(168) ELLEN R. ZIMMERMAN 35.00SECRETARY/GEN'L COUNSEL & CCO X 332,000. 0. 51,000.(169) MARK MEDIN 35.00EXEC. VICE PRESIDENT - FRD X 480,000. 0. 167,000.(170) GRAHAM CANNON 35.00CHIEF MARKETING OFFICER X 317,000. 0. 50,000.(171) DEBORAH JOSELOW 35.00CHIEF PLANNING OFFICER X 310,000. 0. 71,000.(172) LOUISA CHAFEE 35.00SENIOR VICE PRESIDENT X 279,000. 0. 8,000.(173) STUART TAUBER 35.00VICE PRESIDENT, REGIONS X 299,000. 0. 56,000.(174) COLIN AMBROSE 35.00CHIEF INVESTMENT OFFICER X 877,000. 0. 45,000.(175) DEVANA COHEN 35.00DIRECTOR, INVESTMENTS X 355,000. 0. 29,000.(176) JENNIFER GROSS 35.00VICE PRESIDENT, AFFINITY CAMPAIGN X 283,000. 0. 12,000.(177) WILLIAM SAMERS 35.00VP, PLANNED GIVING & ENDOWNMENTS X 252,000. 0. 47,000.(178) WENWEN LI 35.00DIRECTOR, INVESTMENTS X 243,000. 0. 49,000.(179) JOHN S. RUSKAY 13.00EXEC. VICE PRES. & CEO (FORMER) X 167,000. 0. 0.
5,245,000. 995,000.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 16
Noncash contributions included in lines 1a-1f: $
732009 11-28-17
Total revenue.
(A) (B) (C) (D)
1 a
b
c
d
e
f
g
h
1
1
1
1
1
1
a
b
c
d
e
f
Co
ntr
ibu
tio
ns
, G
ifts
, G
ran
tsa
nd
Oth
er
Sim
ila
r A
mo
un
ts
Total.
Business Code
a
b
c
d
e
f
g
2
Pro
gra
m S
erv
ice
Re
ven
ue
Total.
3
4
5
6 a
b
c
d
a
b
c
d
7
a
b
c
8
a
b
9 a
b
c
a
b
10 a
b
c
a
b
Business Code
11 a
b
c
d
e Total.
Oth
er
Re
ven
ue
12
Revenue excludedfrom tax under
sections512 - 514
All other contributions, gifts, grants, and
similar amounts not included above
See instructions.
Form (2017)
Page Form 990 (2017)
Check if Schedule O contains a response or note to any line in this Part VIII �������������������������
Total revenue Related orexempt function
revenue
Unrelatedbusinessrevenue
Federated campaigns
Membership dues
~~~~~~
~~~~~~~~
Fundraising events
Related organizations
~~~~~~~~
~~~~~~
Government grants (contributions)
~~
Add lines 1a-1f ����������������� |
All other program service revenue ~~~~~
Add lines 2a-2f ����������������� |
Investment income (including dividends, interest, and
other similar amounts)
Income from investment of tax-exempt bond proceeds
~~~~~~~~~~~~~~~~~ |
|
Royalties ����������������������� |
(i) Real (ii) Personal
Gross rents
Less: rental expenses
Rental income or (loss)
Net rental income or (loss)
~~~~~~~
~~~
~~
�������������� |
Gross amount from sales of
assets other than inventory
(i) Securities (ii) Other
Less: cost or other basis
and sales expenses
Gain or (loss)
~~~
~~~~~~~
Net gain or (loss) ������������������� |
Gross income from fundraising events (not
including $ of
contributions reported on line 1c). See
Part IV, line 18 ~~~~~~~~~~~~~
Less: direct expenses~~~~~~~~~~
Net income or (loss) from fundraising events ����� |
Gross income from gaming activities. See
Part IV, line 19 ~~~~~~~~~~~~~
Less: direct expenses
Net income or (loss) from gaming activities
~~~~~~~~~
������ |
Gross sales of inventory, less returns
and allowances ~~~~~~~~~~~~~
Less: cost of goods sold
Net income or (loss) from sales of inventory
~~~~~~~~
������ |
Miscellaneous Revenue
All other revenue ~~~~~~~~~~~~~
Add lines 11a-11d ~~~~~~~~~~~~~~~ |
|�������������
9Part VIII Statement of Revenue
990
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
30,396,000.23,419,000.
163,938,000.9,718,000.
217,753,000.
TRUST FOR DISAB ADULTS 900099 637,000. 637,000.PUBLIC POLICY SERVICES 900099 1,000. 1,000.
900099 208,000. 208,000.846,000.
11,629,000. 7,021,000. 4,608,000.
42,000.0.
42,000.42,000. 42,000.
669,665,000.
609,676,000.59,989,000.
59,989,000. 59,989,000.
30,396,000.
4,482,000.8,674,000.
-4,192,000. -4,192,000.
PENSION PLAN ADMIN FEE 561000 119,000. 119,000.
900099 158,000. 158,000.277,000.
286,344,000. 68,133,000. 4,608,000. -4,150,000.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 17
Check here if following SOP 98-2 (ASC 958-720)
732010 11-28-17
Total functional expenses.
Joint costs.
(A) (B) (C) (D)
1
2
3
4
5
6
7
8
9
10
11
a
b
c
d
e
f
g
12
13
14
15
16
17
18
19
20
21
22
23
24
a
b
c
d
e
25
26
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Grants and other assistance to domestic organizations
and domestic governments. See Part IV, line 21
Compensation not included above, to disqualified
persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(B)
Pension plan accruals and contributions (include
section 401(k) and 403(b) employer contributions)
Professional fundraising services. See Part IV, line 17
(If line 11g amount exceeds 10% of line 25,
column (A) amount, list line 11g expenses on Sch O.)
Other expenses. Itemize expenses not covered above. (List miscellaneous expenses in line 24e. If line24e amount exceeds 10% of line 25, column (A)amount, list line 24e expenses on Schedule O.)
Add lines 1 through 24e
Complete this line only if the organization
reported in column (B) joint costs from a combined
educational campaign and fundraising solicitation.
Form 990 (2017) Page
Check if Schedule O contains a response or note to any line in this Part IX ��������������������������
Total expenses Program serviceexpenses
Management andgeneral expenses
Fundraisingexpenses
~
Grants and other assistance to domestic
individuals. See Part IV, line 22 ~~~~~~~
Grants and other assistance to foreign
organizations, foreign governments, and foreign
individuals. See Part IV, lines 15 and 16 ~~~
Benefits paid to or for members ~~~~~~~
Compensation of current officers, directors,
trustees, and key employees ~~~~~~~~
~~~
Other salaries and wages ~~~~~~~~~~
Other employee benefits ~~~~~~~~~~
Payroll taxes ~~~~~~~~~~~~~~~~
Fees for services (non-employees):
Management
Legal
Accounting
Lobbying
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Investment management fees
Other.
~~~~~~~~
Advertising and promotion
Office expenses
Information technology
Royalties
~~~~~~~~~
~~~~~~~~~~~~~~~
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Occupancy ~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~Travel
Payments of travel or entertainment expenses
for any federal, state, or local public officials
Conferences, conventions, and meetings ~~
Interest
Payments to affiliates
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~
Depreciation, depletion, and amortization
Insurance
~~
~~~~~~~~~~~~~~~~~
All other expenses
|
Form (2017)
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
10Part IX Statement of Functional Expenses
990
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
151,194,000. 151,194,000.
1,929,000. 1,929,000.
419,000. 419,000.
3,786,000. 1,223,000. 1,212,000. 1,351,000.
35,518,000. 10,817,000. 9,130,000. 15,571,000.
3,397,000. 1,035,000. 873,000. 1,489,000.6,657,000. 2,027,000. 1,711,000. 2,919,000.2,677,000. 815,000. 688,000. 1,174,000.
489,000. 149,000. 126,000. 214,000.424,000. 424,000.117,000. 117,000.
6,954,000. 6,954,000.
4,245,000. 3,322,000. 530,000. 393,000.1,168,000. 151,000. 266,000. 751,000.3,091,000. 931,000. 818,000. 1,342,000.1,759,000. 297,000. 992,000. 470,000.
3,462,000. 911,000. 950,000. 1,601,000.1,604,000. 489,000. 412,000. 703,000.
155,000. 47,000. 40,000. 68,000.2,634,000. 1,458,000. 516,000. 660,000.
3,659,000. 1,198,000. 1,080,000. 1,381,000.575,000. 2,000. 571,000. 2,000.
BAD DEBT EXPENSE 2,000,000. 2,000,000.SCHOLARSHIPS & TUITIONS 1,414,000. 1,414,000.CREDIT CARD FEES 531,000. 531,000.TEMPORARY PERSONNEL 276,000. 62,000. 106,000. 108,000.
1,203,000. 367,000. 309,000. 527,000.241,337,000. 182,374,000. 27,708,000. 31,255,000.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 18
732011 11-28-17
(A) (B)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
1
2
3
4
5
6
7
8
9
10c
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
a
b
10a
10b
As
se
ts
Total assets.
Lia
bil
itie
s
Total liabilities.
Organizations that follow SFAS 117 (ASC 958), check here and
complete lines 27 through 29, and lines 33 and 34.
27
28
29
Organizations that do not follow SFAS 117 (ASC 958), check here
and complete lines 30 through 34.
30
31
32
33
34
Ne
t A
ss
ets
or
Fu
nd
Ba
lan
ce
s
Form 990 (2017) Page
Check if Schedule O contains a response or note to any line in this Part X �����������������������������
Beginning of year End of year
Cash - non-interest-bearing
Savings and temporary cash investments
Pledges and grants receivable, net
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
Accounts receivable, net ~~~~~~~~~~~~~~~~~~~~~~~~~~
Loans and other receivables from current and former officers, directors,
trustees, key employees, and highest compensated employees. Complete
Part II of Schedule L ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Loans and other receivables from other disqualified persons (as defined under
section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing
employers and sponsoring organizations of section 501(c)(9) voluntary
employees' beneficiary organizations (see instr). Complete Part II of Sch L ~~
Notes and loans receivable, net
Inventories for sale or use
Prepaid expenses and deferred charges
~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Land, buildings, and equipment: cost or other
basis. Complete Part VI of Schedule D
Less: accumulated depreciation
~~~
~~~~~~
Investments - publicly traded securities
Investments - other securities. See Part IV, line 11
Investments - program-related. See Part IV, line 11
Intangible assets
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other assets. See Part IV, line 11 ~~~~~~~~~~~~~~~~~~~~~~
Add lines 1 through 15 (must equal line 34) ����������
Accounts payable and accrued expenses
Grants payable
Deferred revenue
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Tax-exempt bond liabilities
Escrow or custodial account liability. Complete Part IV of Schedule D
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~
Loans and other payables to current and former officers, directors, trustees,
key employees, highest compensated employees, and disqualified persons.
Complete Part II of Schedule L ~~~~~~~~~~~~~~~~~~~~~~~
Secured mortgages and notes payable to unrelated third parties ~~~~~~
Unsecured notes and loans payable to unrelated third parties ~~~~~~~~
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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines 17 through 25 ������������������
|
Unrestricted net assets
Temporarily restricted net assets
Permanently restricted net assets
~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
|
Capital stock or trust principal, or current funds
Paid-in or capital surplus, or land, building, or equipment fund
Retained earnings, endowment, accumulated income, or other funds
~~~~~~~~~~~~~~~
~~~~~~~~
~~~~
Total net assets or fund balances ~~~~~~~~~~~~~~~~~~~~~~
Total liabilities and net assets/fund balances ����������������
Form (2017)
11Balance SheetPart X
990
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
16,790,000. 16,719,000.72,681,000. 85,204,000.98,335,000. 119,389,000.3,188,000. 4,202,000.
1,660,000. 1,846,000.
83,566,000.25,698,000. 59,505,000. 57,868,000.
482,786,000. 472,276,000.499,379,000. 532,036,000.28,738,000. 40,346,000.
155,772,000. 159,306,000.1,418,834,000. 1,489,192,000.
21,960,000. 28,415,000.15,142,000. 18,558,000.
49,858,000. 47,200,000.65,679,000. 67,666,000.
86,078,000. 82,614,000.238,717,000. 244,453,000.
X
520,319,000. 530,404,000.402,727,000. 451,722,000.257,071,000. 262,613,000.
1,180,117,000. 1,244,739,000.1,418,834,000. 1,489,192,000.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 19
732012 11-28-17
1
2
3
4
5
6
7
8
9
10
1
2
3
4
5
6
7
8
9
10
Yes No
1
2
3
a
b
c
2a
2b
2c
a
b
3a
3b
Form 990 (2017) Page
Check if Schedule O contains a response or note to any line in this Part XI ���������������������������
Total revenue (must equal Part VIII, column (A), line 12)
Total expenses (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 2 from line 1
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~
Net unrealized gains (losses) on investments
Donated services and use of facilities
Investment expenses
Prior period adjustments
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other changes in net assets or fund balances (explain in Schedule O)
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,
column (B))
~~~~~~~~~~~~~~~~~~~
�����������������������������������������������
Check if Schedule O contains a response or note to any line in this Part XII ���������������������������
Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O.
Were the organization's financial statements compiled or reviewed by an independent accountant? ~~~~~~~~~~~~
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:
Separate basis Consolidated basis Both consolidated and separate basis
Were the organization's financial statements audited by an independent accountant? ~~~~~~~~~~~~~~~~~~~
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:
Separate basis Consolidated basis Both consolidated and separate basis
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?~~~~~~~~~~~~~~~
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit
Act and OMB Circular A-133? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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 ����������������
Form (2017)
12Part XI Reconciliation of Net Assets
Part XII Financial Statements and Reporting
990
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
X
286,344,000.241,337,000.45,007,000.
1,180,117,000.4,091,000.
15,524,000.
1,244,739,000.
X
X
X
X
X
X
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 20
(iv) Is the organization listedin your governing document?
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
732021 10-06-17
(i) (iii) (v) (vi)(ii) Name of supported
organization
Type of organization (described on lines 1-10 above (see instructions))
Amount of monetary
support (see instructions)
Amount of other
support (see instructions)
EIN
(Form 990 or 990-EZ)Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.| Attach to Form 990 or Form 990-EZ.
| Go to www.irs.gov/Form990 for instructions and the latest information.
Open to PublicInspection
Name of the organization Employer identification number
1
2
3
4
5
6
7
8
9
10
11
12
section 170(b)(1)(A)(i).
section 170(b)(1)(A)(ii).
section 170(b)(1)(A)(iii).
section 170(b)(1)(A)(iii).
section 170(b)(1)(A)(iv).
section 170(b)(1)(A)(v).
section 170(b)(1)(A)(vi).
section 170(b)(1)(A)(vi).
section 170(b)(1)(A)(ix)
section 509(a)(2).
section 509(a)(4).
section 509(a)(1) section 509(a)(2) section 509(a)(3).
a
b
c
d
e
f
g
Type I.
You must complete Part IV, Sections A and B.
Type II.
You must complete Part IV, Sections A and C.
Type III functionally integrated.
You must complete Part IV, Sections A, D, and E.
Type III non-functionally integrated.
You must complete Part IV, Sections A and D, and Part V.
Yes No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2017
(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.)
A church, convention of churches, or association of churches described in
A school described in (Attach Schedule E (Form 990 or 990-EZ).)
A hospital or a cooperative hospital service organization described in
A medical research organization operated in conjunction with a hospital described in Enter the hospital's name,
city, and state:
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
(Complete Part II.)
A federal, state, or local government or governmental unit described in
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in
(Complete Part II.)
A community trust described in (Complete Part II.)
An agricultural research organization described in 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:
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 (Complete Part III.)
An organization organized and operated exclusively to test for public safety. See
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 or . See Check the box in
lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
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.
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).
A supporting organization operated in connection with, and functionally integrated with,
its supported organization(s) (see instructions).
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).
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.
Enter the number of supported organizations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Provide the following information about the supported organization(s).
LHA
SCHEDULE A
Part I Reason for Public Charity Status
Public Charity Status and Public Support 2017
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
X
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 21
Subtract line 5 from line 4.
732022 10-06-17
Calendar year (or fiscal year beginning in)
Calendar year (or fiscal year beginning in) |
2
(a) (b) (c) (d) (e) (f)
1
2
3
4
5
Total.
6 Public support.
(a) (b) (c) (d) (e) (f)
7
8
9
10
11
12
13
Total support.
12
First five years.
stop here
14
15
14
15
16
17
18
a
b
a
b
33 1/3% support test - 2017.
stop here.
33 1/3% support test - 2016.
stop here.
10% -facts-and-circumstances test - 2017.
stop here.
10% -facts-and-circumstances test - 2016.
stop here.
Private foundation.
Schedule A (Form 990 or 990-EZ) 2017
|
Add lines 7 through 10
Schedule A (Form 990 or 990-EZ) 2017 Page
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization
fails to qualify under the tests listed below, please complete Part III.)
2013 2014 2015 2016 2017 Total
Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.") ~~
Tax revenues levied for the organ-
ization's benefit and either paid to
or expended on its behalf ~~~~
The value of services or facilities
furnished by a governmental unit to
the organization without charge ~
Add lines 1 through 3 ~~~
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) ~~~~~~~~~~~~
2013 2014 2015 2016 2017 Total
Amounts from line 4 ~~~~~~~
Gross income from interest,
dividends, payments received on
securities loans, rents, royalties,
and income from similar sources ~
Net income from unrelated business
activities, whether or not the
business is regularly carried on ~
Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part VI.) ~~~~
Gross receipts from related activities, etc. (see instructions) ~~~~~~~~~~~~~~~~~~~~~~~
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 ��������������������������������������������� |
~~~~~~~~~~~~Public support percentage for 2017 (line 6, column (f) divided by line 11, column (f))
Public support percentage from 2016 Schedule A, Part II, line 14
%
%~~~~~~~~~~~~~~~~~~~~~
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and
The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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 The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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 Explain in Part VI how the organization
meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~ |
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 Explain in Part VI how the
organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ~~~~~~~~ |
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions ��� |
Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
Section A. Public Support
Section B. Total Support
Section C. Computation of Public Support Percentage
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
167,268,000. 179,938,000. 175,930,000. 209,725,000. 217,753,000. 950,614,000.
167,268,000. 179,938,000. 175,930,000. 209,725,000. 217,753,000. 950,614,000.
950,614,000.
167,268,000. 179,938,000. 175,930,000. 209,725,000. 217,753,000. 950,614,000.
15,230,000. 611,000. 6,055,000. 5,021,000. 7,021,000. 33,938,000.
877,000. 323,000. 2,209,000. 6,418,000. 4,608,000. 14,435,000.
-505,000. 277,000. 296,000. 849,000. 277,000. 1,194,000.1000181000.26,548,000.
95.0494.92
X
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 22
(Subtract line 7c from line 6.)
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
(Add lines 9, 10c, 11, and 12.)
732023 10-06-17
Calendar year (or fiscal year beginning in) |
Calendar year (or fiscal year beginning in) |
Total support.
3
(a) (b) (c) (d) (e) (f)
1
2
3
4
5
6
7
Total.
a
b
c
8 Public support.
(a) (b) (c) (d) (e) (f)
9
10a
b
c11
12
13
14 First five years.
stop here
15
16
15
16
17
18
19
20
2017
2016
17
18
a
b
33 1/3% support tests - 2017.
stop here.
33 1/3% support tests - 2016.
stop here.
Private foundation.
Schedule A (Form 990 or 990-EZ) 2017
Unrelated business taxable income
(less section 511 taxes) from businesses
acquired after June 30, 1975
Schedule A (Form 990 or 990-EZ) 2017 Page
(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.)
2013 2014 2015 2016 2017 Total
Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.") ~~
Gross receipts from admissions,merchandise sold or services per-formed, or facilities furnished inany activity that is related to theorganization's tax-exempt purpose
Gross receipts from activities that
are not an unrelated trade or bus-
iness under section 513 ~~~~~
Tax revenues levied for the organ-
ization's benefit and either paid to
or expended on its behalf ~~~~
The value of services or facilities
furnished by a governmental unit to
the organization without charge ~
~~~ Add lines 1 through 5
Amounts included on lines 1, 2, and
3 received from disqualified persons
~~~~~~
Add lines 7a and 7b ~~~~~~~
2013 2014 2015 2016 2017 Total
Amounts from line 6 ~~~~~~~Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources ~
~~~~
Add lines 10a and 10b ~~~~~~Net income from unrelated businessactivities not included in line 10b, whether or not the business is regularly carried on ~~~~~~~Other income. Do not include gainor loss from the sale of capitalassets (Explain in Part VI.) ~~~~
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 ���������������������������������������������������� |
Public support percentage for 2017 (line 8, column (f) divided by line 13, column (f))
Public support percentage from 2016 Schedule A, Part III, line 15
~~~~~~~~~~~~ %
%��������������������
Investment income percentage for (line 10c, column (f) divided by line 13, column (f))
Investment income percentage from Schedule A, Part III, line 17
~~~~~~~~ %
%~~~~~~~~~~~~~~~~~~
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 The organization qualifies as a publicly supported organization ~~~~~~~~~~ |
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 The organization qualifies as a publicly supported organization ~~~~ |
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions �������� |
Part III Support Schedule for Organizations Described in Section 509(a)(2)
Section A. Public Support
Section B. Total Support
Section C. Computation of Public Support Percentage
Section D. Computation of Investment Income Percentage
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 23
732024 10-06-17
4
Yes No
1
2
3
4
5
6
7
8
9
10
Part VI
1
2
3a
3b
3c
4a
4b
4c
5a
5b
5c
6
7
8
9a
9b
9c
10a
10b
Part VI
a
b
c
a
b
c
a
b
c
a
b
c
a
b
Part VI
Part VI
Part VI
Part VI
Part VI,
Type I or Type II only.
Substitutions only.
Part VI.
Part VI.
Part VI.
Part VI.
Schedule A (Form 990 or 990-EZ) 2017
If "No," describe in how the supported organizations are designated. If designated byclass or purpose, describe the designation. If historic and continuing relationship, explain.
If "Yes," explain in how the organization determined that the supportedorganization was described in section 509(a)(1) or (2).
If "Yes," answer(b) and (c) below.
If "Yes," describe in when and how theorganization made the determination.
If "Yes," explain in what controls the organization put in place to ensure such use.If
"Yes," and if you checked 12a or 12b in Part I, answer (b) and (c) below.
If "Yes," describe in how the organization had such control and discretiondespite being controlled or supervised by or in connection with its supported organizations.
If "Yes," explain in what controls the organization usedto ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B)purposes.
If "Yes,"answer (b) and (c) below (if applicable). Also, provide detail in including (i) the names and EINnumbers 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 actionwas accomplished (such as by amendment to the organizing document).
If "Yes," provide detail in
If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ).
If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ).
If "Yes," provide detail in
If "Yes," provide detail in
If "Yes," provide detail in
If "Yes," answer 10b below.(Use Schedule C, Form 4720, to
determine whether the organization had excess business holdings.)
Schedule A (Form 990 or 990-EZ) 2017 Page
(Complete only if you checked a box in line 12 on Part I. If you checked 12a of Part I, complete Sections A
and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete
Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Are all of the organization's supported organizations listed by name in the organization's governing
documents?
Did the organization have any supported organization that does not have an IRS determination of status
under section 509(a)(1) or (2)?
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)?
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)?
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B)
purposes?
Was any supported organization not organized in the United States ("foreign supported organization")?
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign
supported organization?
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)?
Did the organization add, substitute, or remove any supported organizations during the tax year?
Was any added or substituted supported organization part of a class already
designated in the organization's organizing document?
Was the substitution the result of an event beyond the organization's control?
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?
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?
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7?
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))?
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which
the supporting organization had an interest?
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit
from, assets in which the supporting organization also had an interest?
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)?
Did the organization have any excess business holdings in the tax year?
Part IV Supporting Organizations
Section A. All Supporting Organizations
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 24
732025 10-06-17
5
Yes No
11
a
b
c
11a
11b
11cPart VI.
Yes No
1
2
Part VI
1
2
Part VI
Yes No
1
Part VI
1
Yes No
1
2
3
1
2
3
Part VI
Part VI
1
2
3
(see instructions).
a
b
c
line 2
line 3
Part VI
Answer (a) and (b) below. Yes No
a
b
a
b
Part VI identify
those supported organizations and explain
2a
2b
3a
3b
Part VI
Answer (a) and (b) below.
Part VI.
Part VI
Schedule A (Form 990 or 990-EZ) 2017
If "Yes" to a, b, or c, provide detail in
If "No," describe in how the supported organization(s) effectively operated, supervised, orcontrolled 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 supportedorganizations and what conditions or restrictions, if any, applied to such powers during the tax year.
If "Yes," explain in how providing such benefit carried out the purposes of the supported organization(s) that operated,
supervised, or controlled the supporting organization.
If "No," describe in how controlor management of the supporting organization was vested in the same persons that controlled or managedthe supported organization(s).
If "No," explain in howthe organization maintained a close and continuous working relationship with the supported organization(s).
If "Yes," describe in the role the organization'ssupported organizations played in this regard.
Check the box next to the method that the organization used to satisfy the Integral Part Test during the yearComplete below.
Complete below.Describe in how you supported a government entity (see instructions).
If "Yes," then in how these activities directly furthered their exempt purposes,
how the organization was responsive to those supported organizations, and how the organization determinedthat these activities constituted substantially all of its activities.
If "Yes," explain in thereasons for the organization's position that its supported organization(s) would have engaged in theseactivities but for the organization's involvement.
Provide details in
If "Yes," describe in the role played by the organization in this regard.
Schedule A (Form 990 or 990-EZ) 2017 Page
Has the organization accepted a gift or contribution from any of the following persons?
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c)
below, the governing body of a supported organization?
A family member of a person described in (a) above?
A 35% controlled entity of a person described in (a) or (b) above?
Did the directors, trustees, or membership of one or more supported organizations have the power to
regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the
tax year?
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?
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)?
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?
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?
By reason of the relationship described in (2), did the organization's supported organizations have a
significant voice in the organization's investment policies and in directing the use of the organization's
income or assets at all times during the tax year?
The organization satisfied the Activities Test.
The organization is the parent of each of its supported organizations.
The organization supported a governmental entity.
Activities Test.
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?
Did the activities described in (a) constitute activities that, but for the organization's involvement, one or more
of the organization's supported organization(s) would have been engaged in?
Parent of Supported Organizations.
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?
Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each
of its supported organizations?
(continued)Part IV Supporting Organizations
Section B. Type I Supporting Organizations
Section C. Type II Supporting Organizations
Section D. All Type III Supporting Organizations
Section E. Type III Functionally Integrated Supporting Organizations
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 25
732026 10-06-17
6
1 See instructions.
Section A - Adjusted Net Income
1
2
3
4
5
6
7
8
1
2
3
4
5
6
7
8Adjusted Net Income
Section B - Minimum Asset Amount
1
2
3
4
5
6
7
8
a
b
c
d
e
1a
1b
1c
1d
2
3
4
5
6
7
8
Total
Discount
Part VI
Minimum Asset Amount
Section C - Distributable Amount
1
2
3
4
5
6
7
1
2
3
4
5
6
Distributable Amount.
Schedule A (Form 990 or 990-EZ) 2017
Schedule A (Form 990 or 990-EZ) 2017 Page
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI.) All
other Type III non-functionally integrated supporting organizations must complete Sections A through E.
(B) Current Year(optional)(A) Prior Year
Net short-term capital gain
Recoveries of prior-year distributions
Other gross income (see instructions)
Add lines 1 through 3
Depreciation and depletion
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)
Other expenses (see instructions)
(subtract lines 5, 6, and 7 from line 4)
(B) Current Year(optional)(A) Prior Year
Aggregate fair market value of all non-exempt-use assets (see
instructions for short tax year or assets held for part of year):
Average monthly value of securities
Average monthly cash balances
Fair market value of other non-exempt-use assets
(add lines 1a, 1b, and 1c)
claimed for blockage or other
factors (explain in detail in ):
Acquisition indebtedness applicable to non-exempt-use assets
Subtract line 2 from line 1d
Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount,
see instructions)
Net value of non-exempt-use assets (subtract line 4 from line 3)
Multiply line 5 by .035
Recoveries of prior-year distributions
(add line 7 to line 6)
Current Year
Adjusted net income for prior year (from Section A, line 8, Column A)
Enter 85% of line 1
Minimum asset amount for prior year (from Section B, line 8, Column A)
Enter greater of line 2 or line 3
Income tax imposed in prior year
Subtract line 5 from line 4, unless subject to
emergency temporary reduction (see instructions)
Check here if the current year is the organization's first as a non-functionally integrated Type III supporting organization (see
instructions).
Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 26
732027 10-06-17
7
Section D - Distributions Current Year
1
2
3
4
5
6
7
8
9
10
Part VI
Total annual distributions.
Part VI
(i)
Excess Distributions
(ii)Underdistributions
Pre-2017
(iii)Distributable
Amount for 2017Section E - Distribution Allocations (see instructions)
1
2
3
4
5
6
7
8
Part VI
a
b
c
d
e
f
g
h
i
j
Total
a
b
c
Part VI.
Part VI
Excess distributions carryover to 2018.
a
b
c
d
e
Schedule A (Form 990 or 990-EZ) 2017
Schedule A (Form 990 or 990-EZ) 2017 Page
Amounts paid to supported organizations to accomplish exempt purposes
Amounts paid to perform activity that directly furthers exempt purposes of supported
organizations, in excess of income from activity
Administrative expenses paid to accomplish exempt purposes of supported organizations
Amounts paid to acquire exempt-use assets
Qualified set-aside amounts (prior IRS approval required)
Other distributions (describe in ). See instructions.
Add lines 1 through 6.
Distributions to attentive supported organizations to which the organization is responsive
(provide details in ). See instructions.
Distributable amount for 2017 from Section C, line 6
Line 8 amount divided by line 9 amount
Distributable amount for 2017 from Section C, line 6
Underdistributions, if any, for years prior to 2017 (reason-
able cause required- explain in ). See instructions.
Excess distributions carryover, if any, to 2017
From 2013
From 2014
From 2015
From 2016
of lines 3a through e
Applied to underdistributions of prior years
Applied to 2017 distributable amount
Carryover from 2012 not applied (see instructions)
Remainder. Subtract lines 3g, 3h, and 3i from 3f.
Distributions for 2017 from Section D,
line 7: $
Applied to underdistributions of prior years
Applied to 2017 distributable amount
Remainder. Subtract lines 4a and 4b from 4.
Remaining underdistributions for years prior to 2017, if
any. Subtract lines 3g and 4a from line 2. For result greater
than zero, explain in See instructions.
Remaining underdistributions for 2017. Subtract lines 3h
and 4b from line 1. For result greater than zero, explain in
. See instructions.
Add lines 3j
and 4c.
Breakdown of line 7:
Excess from 2013
Excess from 2014
Excess from 2015
Excess from 2016
Excess from 2017
(continued) Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 27
732028 10-06-17
8
Schedule A (Form 990 or 990-EZ) 2017
Schedule A (Form 990 or 990-EZ) 2017 Page
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.)
Part VI Supplemental Information.
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME:
MISCELLANEOUS INCOME
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 28
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
732041 11-09-17
(Form 990 or 990-EZ)For Organizations Exempt From Income Tax Under section 501(c) and section 527
Open to PublicInspection
Complete if the organization is described below. Attach to Form 990 or Form 990-EZ.
| Go to www.irs.gov/Form990 for instructions and the latest information.
If the organization answered "Yes," on Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
If the organization answered "Yes," on Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
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 (ProxyTax) (see separate instructions), then
Employer identification number
1
2
3
1
2
3
4
Yes No
a
b
Yes No
1
2
3
4
5
Form 1120-POL Yes No
(a) (b) (c) (d) (e)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule C (Form 990 or 990-EZ) 2017
¥ Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
¥ Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
¥ Section 527 organizations: Complete Part I-A only.
¥ 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.
¥ 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.
¥ Section 501(c)(4), (5), or (6) organizations: Complete Part III.Name of organization
Provide a description of the organization's direct and indirect political campaign activities in Part IV.
Political campaign activity expenditures
Volunteer hours for political campaign activities
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ $
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount of any excise tax incurred by the organization under section 4955
Enter the amount of any excise tax incurred by organization managers under section 4955
If the organization incurred a section 4955 tax, did it file Form 4720 for this year?
~~~~~~~~~~~~~ $
~~~~~~~~~~ $
~~~~~~~~~~~~~~~~~~~
Was a correction made?
If "Yes," describe in Part IV.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount directly expended by the filing organization for section 527 exempt function activities
Enter the amount of the filing organization's funds contributed to other organizations for section 527
exempt function activities
~~~~ $
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ $
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL,
line 17b
Did the filing organization file for this year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ $
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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.
Name Address EIN Amount paid fromfiling organization's
funds. If none, enter -0-.
Amount of politicalcontributions received and
promptly and directlydelivered to a separatepolitical organization.
If none, enter -0-.
LHA
SCHEDULE C
Part I-A Complete if the organization is exempt under section 501(c) or is a section 527 organization.
Part I-B Complete if the organization is exempt under section 501(c)(3).
Part I-C Complete if the organization is exempt under section 501(c), except section 501(c)(3).
Political Campaign and Lobbying Activities2017
J J
J
JJ
J
J
J
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 33
732042 11-09-17
If the amount on line 1e, column (a) or (b) is:
2
A
B
Limits on Lobbying Expenditures(The term "expenditures" means amounts paid or incurred.)
(a) (b)
1a
b
c
d
e
f
The lobbying nontaxable amount is:
g
h
i
j
Yes No
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
(a) (b) (c) (d) (e)
2a
b
c
d
e
f
Schedule C (Form 990 or 990-EZ) 2017
Schedule C (Form 990 or 990-EZ) 2017 Page
Check if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN,
expenses, and share of excess lobbying expenditures).
Check if the filing organization checked box A and "limited control" provisions apply.
Filingorganization's
totals
Affiliated grouptotals
Total lobbying expenditures to influence public opinion (grass roots lobbying)
Total lobbying expenditures to influence a legislative body (direct lobbying)
~~~~~~~~~~
~~~~~~~~~~~
Total lobbying expenditures (add lines 1a and 1b)
Other exempt purpose expenditures
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Total exempt purpose expenditures (add lines 1c and 1d)
Lobbying nontaxable amount. Enter the amount from the following table in both columns.
~~~~~~~~~~~~~~~~~~~~
Not over $500,000
Over $500,000 but not over $1,000,000
Over $1,000,000 but not over $1,500,000
Over $1,500,000 but not over $17,000,000
Over $17,000,000
20% of the amount on line 1e.
$100,000 plus 15% of the excess over $500,000.
$175,000 plus 10% of the excess over $1,000,000.
$225,000 plus 5% of the excess over $1,500,000.
$1,000,000.
Grassroots nontaxable amount (enter 25% of line 1f)
Subtract line 1g from line 1a. If zero or less, enter -0-
Subtract line 1f from line 1c. If zero or less, enter -0-
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~
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? ��������������������������������������
Calendar year (or fiscal year beginning in)
2014 2015 2016 2017 Total
Lobbying nontaxable amount
Lobbying ceiling amount
(150% of line 2a, column(e))
Total lobbying expenditures
Grassroots nontaxable amount
Grassroots ceiling amount
(150% of line 2d, column (e))
Grassroots lobbying expenditures
Part II-A Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election undersection 501(h)).
J
J
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
1,000.116,000.117,000.
241,220,000.241,337,000.1,000,000.
250,000.0.0.
1,000,000. 1,000,000. 1,000,000. 1,000,000. 4,000,000.
6,000,000.
94,000. 69,000. 92,000. 117,000. 372,000.
250,000. 250,000. 250,000. 250,000. 1,000,000.
1,500,000.
3,000. 2,000. 1,000. 1,000. 7,000.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 34
732043 11-09-17
3
(a) (b)
Yes No Amount
1
a
b
c
d
e
f
g
h
i
j
a
b
c
d
2
Yes No
1
2
3
1
2
3
1
2
3
4
5
(do not include amounts of political
expenses for which the section 527(f) tax was paid).
1
2a
2b
2c
3
4
5
a
b
c
Schedule C (Form 990 or 990-EZ) 2017
For each "Yes," response on lines 1a through 1i below, provide in Part IV a detailed descriptionof the lobbying activity.
Schedule C (Form 990 or 990-EZ) 2017 Page
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:
Volunteers?
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)?
Media advertisements?
Mailings to members, legislators, or the public?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
Publications, or published or broadcast statements?
Grants to other organizations for lobbying purposes?
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
Direct contact with legislators, their staffs, government officials, or a legislative body?
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means?
Other activities?
~~~~~~
~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Total. Add lines 1c through 1i
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)?
If "Yes," enter the amount of any tax incurred under section 4912
If "Yes," enter the amount of any tax incurred by organization managers under section 4912
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~
~~~~~~~~~~~~~~~~
~~~
������
Were substantially all (90% or more) dues received nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Did the organization agree to carry over lobbying and political campaign activity expenditures from the prior year?
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
Dues, assessments and similar amounts from members
Section 162(e) nondeductible lobbying and political expenditures
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Current year
Carryover from last year
Total
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues
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?
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Taxable amount of lobbying and political expenditures (see instructions) ���������������������
Provide the descriptions required for Part I-A, line 1; Part I-B, line 4; Part I-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see
instructions); and Part II-B, line 1. Also, complete this part for any additional information.
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)).
Part III-A Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
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, isanswered "Yes."
Part IV Supplemental Information
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 35
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
732051 10-09-17
Held at the End of the Tax Year
(Form 990) | 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.
| Attach to Form 990.|Go to www.irs.gov/Form990 for instructions and the latest information.
Open to PublicInspection
Name of the organization Employer identification number
(a) (b)
1
2
3
4
5
6
Yes No
Yes No
1
2
3
4
5
6
7
8
9
a
b
c
d
2a
2b
2c
2d
Yes No
Yes No
1
2
a
b
(i)
(ii)
a
b
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2017
Complete if the
organization answered "Yes" on Form 990, Part IV, line 6.
Donor advised funds Funds and other accounts
Total number at end of year
Aggregate value of contributions to (during year)
Aggregate value of grants from (during year)
Aggregate value at end of year
~~~~~~~~~~~~~~~
~~~~
~~~~~~
~~~~~~~~~~~~~
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?~~~~~~~~~~~~~~~~~~
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? ��������������������������������������������
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use (e.g., recreation or education)
Protection of natural habitat
Preservation of open space
Preservation of a historically important land area
Preservation of a certified historic structure
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.
Total number of conservation easements
Total acreage restricted by conservation easements
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Number of conservation easements on a certified historic structure included in (a)
Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure
listed in the National Register
~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax
year |
Number of states where property subject to conservation easement is located |
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of
violations, and enforcement of the conservation easements it holds? ~~~~~~~~~~~~~~~~~~~~~~~~~
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
|
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
| $
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)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII,
the text of the footnote to its financial statements that describes these items.
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical
treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts
relating to these items:
Revenue included on Form 990, Part VIII, line 1
Assets included in Form 990, Part X
~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $
$~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide
the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
Revenue included on Form 990, Part VIII, line 1
Assets included in Form 990, Part X
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $
$����������������������������������� |
LHA
Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Part II Conservation Easements.
Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
SCHEDULE D Supplemental Financial Statements 2017
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
2075,000.
1,352,000.21,983,000.
X
X
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 36
732052 10-09-17
3
4
5
a
b
c
d
e
Yes No
1
2
a
b
c
d
e
f
a
b
Yes No
1c
1d
1e
1f
Yes No
(a) (b) (c) (d) (e)
1
2
3
4
a
b
c
d
e
f
g
a
b
c
a
b
Yes No
(i)
(ii)
3a(i)
3a(ii)
3b
(a) (b) (c) (d)
1a
b
c
d
e
Total.
Schedule D (Form 990) 2017
(continued)
(Column (d) must equal Form 990, Part X, column (B), line 10c.)
Two years back Three years back Four years back
Schedule D (Form 990) 2017 Page
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):
Public exhibition
Scholarly research
Preservation for future generations
Loan or exchange programs
Other
Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII.
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? ������������
Complete if the organization answered "Yes" on Form 990, Part IV, line 9, orreported an amount on Form 990, Part X, line 21.
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included
on Form 990, Part X?
If "Yes," explain the arrangement in Part XIII and complete the following table:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amount
Beginning balance
Additions during the year
Distributions during the year
Ending balance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII
~~~~~
�������������
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
Current year Prior year
Beginning of year balance
Contributions
Net investment earnings, gains, and losses
Grants or scholarships
~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~
Other expenditures for facilities
and programs
Administrative expenses
End of year balance
~~~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~~
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
Board designated or quasi-endowment
Permanent endowment
Temporarily restricted endowment
The percentages on lines 2a, 2b, and 2c should equal 100%.
| %
| %
| %
Are there endowment funds not in the possession of the organization that are held and administered for the organization
by:
unrelated organizations
related organizations
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule R?
Describe in Part XIII the intended uses of the organization's endowment funds.
~~~~~~~~~~~~~~~~~~~~
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property Cost or otherbasis (investment)
Cost or otherbasis (other)
Accumulateddepreciation
Book value
Land
Buildings
Leasehold improvements
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~
Equipment
Other
~~~~~~~~~~~~~~~~~
��������������������
Add lines 1a through 1e. |�������������
2Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets
Part IV Escrow and Custodial Arrangements.
Part V Endowment Funds.
Part VI Land, Buildings, and Equipment.
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
X
XX
943,258,000. 875,228,000. 959,061,000. 984,050,000. 892,696,000.46,504,000. 42,612,000. 26,304,000. 20,257,000. 18,282,000.62,355,000. 97,758,000. -45,227,000. 20,468,000. 133,291,000.
-59,381,000. -60,626,000. -57,880,000. -57,586,000. -57,355,000.
-10,020,000. -9,116,000. -4,455,000. -5,747,000. -1,796,000.-2,890,000. -2,598,000. -2,575,000. -2,381,000. -1,068,000.
979,826,000. 943,258,000. 875,228,000. 959,061,000. 984,050,000.
38.0027.00
35.00
XX
1,118,000. 1,118,000.74,528,000. 22,144,000. 52,384,000.
7,920,000. 3,554,000. 4,366,000.
57,868,000.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 37
(including name of security)
732053 10-09-17
Total.
Total.
(a) (b) (c)
(1)
(2)
(3)
(a) (b) (c)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(a) (b)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total.
(a) (b) 1.
Total.
2.
Schedule D (Form 990) 2017
(Column (b) must equal Form 990, Part X, col. (B) line 15.)
(Column (b) must equal Form 990, Part X, col. (B) line 25.)
Description of security or category
(Col. (b) must equal Form 990, Part X, col. (B) line 12.) |
(Col. (b) must equal Form 990, Part X, col. (B) line 13.) |
Schedule D (Form 990) 2017 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
Book value Method of valuation: Cost or end-of-year market value
Financial derivatives
Closely-held equity interests
Other
~~~~~~~~~~~~~~~
~~~~~~~~~~~
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Complete if the organization answered "Yes" on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.Description of investment Book value Method of valuation: Cost or end-of-year market value
Complete if the organization answered "Yes" on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
Description Book value
���������������������������� |
Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
Description of liability Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Federal income taxes
����� |
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
3Part VII Investments - Other Securities.
Part VIII Investments - Program Related.
Part IX Other Assets.
Part X Other Liabilities.
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
MULTI-STRATEGY HEDGE FUNDS 236,115,000. END-OF-YEAR MARKET VALUEPRIVATE EQUITY/REAL-ESTATE 129,019,000. END-OF-YEAR MARKET VALUEINTEREST IN RELATED ORGANIZATIONS 49,193,000. COSTNON-PUBLIC EQUITIES 95,861,000. END-OF-YEAR MARKET VALUESTATE OF ISRAEL BONDS 13,652,000. COSTPRIVATE CREDIT INVESTMENT 8,193,000. END-OF-YEAR MARKET VALUEINTEREST IN OIL AND GAS PROPERTIES 3,000. END-OF-YEAR MARKET VALUE
532,036,000.
AMOUNTS HELD ON BEHALF OF OTHER AGENCIES 67,666,000.ASSETS HELD UNDER CHARITABLE TRUST AGREEMENTS 33,900,000.UNEXPENDED BOND PROCEEDS 34,503,000.OTHER PROPERTY 14,723,000.INTERCOMPANY RECEIVABLES 3,014,000.CASH SURRENDER VALUE - LIFE INSURANCE 4,229,000.OTHER 1,271,000.
159,306,000.
LIAB. UNDER CHARITABLE TRUST & ANNUITY AGREEMENTS 44,003,000.TAXABLE BOND LIABILITIES 34,644,000.ACCRUED POSTRETIREMENT BENEFITS 3,967,000.
82,614,000.
X
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 38
732054 10-09-17
1
2
3
4
5
1
a
b
c
d
e
2a
2b
2c
2d
2a 2d 2e
32e 1
a
b
c
4a
4b
4a 4b
3 4c.
4c
5
1
2
3
4
5
1
a
b
c
d
e
2a
2b
2c
2d
2a 2d
2e 1
2e
3
a
b
c
4a
4b
4a 4b
3 4c.
4c
5
Schedule D (Form 990) 2017
(This must equal Form 990, Part I, line 12.)
(This must equal Form 990, Part I, line 18.)
Schedule D (Form 990) 2017 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.
Total revenue, gains, and other support per audited financial statements
Amounts included on line 1 but not on Form 990, Part VIII, line 12:
~~~~~~~~~~~~~~~~~~~
Net unrealized gains (losses) on investments
Donated services and use of facilities
Recoveries of prior year grants
Other (Describe in Part XIII.)
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines through ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Subtract line from line ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amounts included on Form 990, Part VIII, line 12, but not on line 1:
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines and
Total revenue. Add lines and
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
�����������������
Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.
Total expenses and losses per audited financial statements
Amounts included on line 1 but not on Form 990, Part IX, line 25:
~~~~~~~~~~~~~~~~~~~~~~~~~~
Donated services and use of facilities
Prior year adjustments
Other losses
Other (Describe in Part XIII.)
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines through
Subtract line from line
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amounts included on Form 990, Part IX, line 25, but not on line 1:
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines and
Total expenses. Add lines and
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
����������������
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, 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.
4Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return.
Part XIII Supplemental Information.
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
299,480,000.
4,091,000.681,000.
15,318,000.20,090,000.279,390,000.
6,954,000.
6,954,000.286,344,000.
235,064,000.
681,000.
681,000.234,383,000.
6,954,000.
6,954,000.241,337,000.
PART IV, LINE 2B:
CERTAIN NETWORK AGENCIES INVEST IN THE UJA POOLED INVESTMENT ACCOUNT.
PART V, LINE 4:
INTENDED USES OF ENDOWMENT FUNDS:
THE ORGANIZATION'S OPERATING BUDGET IS BASED UPON A TOTAL "SOURCES & USES"
OF FUNDS CONCEPT. SOURCES OF FUNDING ARE IDENTIFIED DURING THE OPERATING
BUDGET PROCESS TO COVER PLANNED EXPENDITURES. OTHER THAN THE ANNUAL
CAMPAIGN, THE ENDOWMENT IS THE NEXT SINGLE HIGHEST SOURCE OF FUNDING FOR
BUDGETARY NEEDS.
PART X, LINE 2:
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 39
732055 10-09-17
5
Schedule D (Form 990) 2017
(continued)Schedule D (Form 990) 2017 Page Part XIII Supplemental Information
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
FIN 48:
THE ORGANIZATION FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS
CODIFICATION (ASC) SUBTOPIC 740-10, INCOME TAXES - OVERALL (ASC 740-10),
RELATING TO UNCERTAINTY IN INCOME TAXES. FOR THE ORGANIZATION, ASC 740-10
IS PRIMARILY APPLICABLE TO THE INCURRENCE OF UNRELATED BUSINESS INCOME TAX
ATTRIBUTABLE TO CERTAIN OF ITS INVESTMENTS. ASC 740-10 ESTABLISHES A
MINIMUM THRESHOLD FOR FINANCIAL STATEMENT RECOGNITION OF THE BENEFITS OF
POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN FILING TAX RETURNS. IT
REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN
THE COURSE OF PREPARING THE ORGANIZATION'S INCOME TAX RETURNS TO DETERMINE
WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY
THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE
"MORE-LIKELY-THAN-NOT" THRESHOLD ARE RECORDED AS A TAX EXPENSE. THERE ARE
NO TAX POSITIONS NOT DEEMED TO MEET THE "MORE-LIKELY THAN-NOT" THRESHOLD.
PART XI, LINE 2D - OTHER ADJUSTMENTS:
IMPUTED RENTAL INCOME 15,318,000.
PART I, LINES 5 AND 6:
THE ORGANIZATION DOES NOT MAINTAIN DONOR ADVISED FUNDS. HOWEVER, IT DOES
MAINTAIN CERTAIN BOARD DESIGNATED, TEMPORARILY AND PERMANENTLY RESTRICTED
FUNDS ("SIMILAR FUNDS") THAT ARE OVERSEEN BY SPECIAL COMMITTEES. UJA
APPOINTS A MAJORITY OF THE MEMBERS THAT SERVE ON EACH OF THESE SPECIAL
COMMITTEES; OTHER MEMBERS MAY BE SELECTED BY THE DONOR OR THE DONOR'S
FAMILY.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 40
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
732071 10-06-17
| Complete if the organization answered "Yes" on Form 990, Part IV, line 14b, 15, or 16.
| Attach to Form 990.
| Go to www.irs.gov/Form990 for instructions and the latest information.Open to Public Inspection
Employer identification number
1
2
3
For grantmakers.
Yes No
For grantmakers.
(a) (b) (c) (d) (e) (f)
3 a
b
c Totals
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule F (Form 990) 2017
Name of the organization
Complete if the organization answered "Yes" on
Form 990, Part IV, line 14b.
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? ~~
Describe in Part V the organization's procedures for monitoring the use of its grants and other assistance outside the
United States.
Activities per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
Region Number ofoffices
in the region
Number ofemployees,agents, andindependentcontractorsin the region
Activities conducted in the region(by type) (such as, fundraising, pro-
gram services, investments, grants torecipients located in the region)
If activity listed in (d)is a program service,
describe specific typeof service(s) in the region
Totalexpenditures
for andinvestmentsin the region
Sub-total ~~~~~~
Total from continuation
sheets to Part I ~~~
(add lines 3a
and 3b) ������
LHA
(Form 990)
Part I General Information on Activities Outside the United States.
SCHEDULE F Statement of Activities Outside the United States 2017
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
X
INSURANCE SERVICES FORNORTH AMERICA 1 PROGRAM SERVICES NETWORK AGENCIES 4,976,000.
MONITORING OF GRANTS -REFER TO SCHEDULE F,PART V, SUPPLEMENTAL
MIDDLE EAST 1 8 PROGRAM SERVICES INFORMATION 1,271,000.
REFER TO SCHEDULE F,PART V, SUPPLEMENTAL
MIDDLE EAST PROGRAM-RELATED INVESTMENTS INFORMATION 408,000.
RUSSIA GRANTMAKING 417,000.
CARIBBEAN INVESTMENTS 230,550,000.
1 9 237,622,000.
0 0 0.
1 9 237,622,000.
SEE PART V FOR COLUMN (E) DESCRIPTIONS
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 41
732072 10-06-17
2
Part II Grants and Other Assistance to Organizations or Entities Outside the United States.
(a) (b)
(c) (d) (e) (f) (g) (h) (i) 1
2
3
Schedule F (Form 990) 2017
IRS code section
and EIN (if applicable)
Schedule F (Form 990) 2017 Page
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.
Name of organization RegionPurpose of
grant
Amount
of cash grant
Manner of
cash disbursement
Amount ofnoncash
assistance
Descriptionof noncashassistance
Method ofvaluation (book, FMV,
appraisal, other)
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 ~~~~~~~~~~~~~~~~~~~~~~ |
Enter total number of other organizations or entities ��������������������������������������������� |
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
SHAPING THE JEWISHRUSSIA FUTURE 417,000.WIRE 0.
1
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
42
732073 10-06-17
3
Part III Grants and Other Assistance to Individuals Outside the United States.
(c) (d) (e) (f) (g) (h) (a) (b)
Schedule F (Form 990) 2017
Schedule F (Form 990) 2017 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
Number ofrecipients
Amount ofcash grant
Manner ofcash disbursement
Amount ofnoncash
assistance
Description ofnoncash assistance
Method ofvaluation
(book, FMV,appraisal, other)
Type of grant or assistance Region
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
43
732074 10-06-17
4
1
2
3
4
5
6
Schedule F (Form 990) 2017
If "Yes," theorganization may be required to file Form 926, Return by a U.S. Transferor of Property to a ForeignCorporation (see Instructions for Form 926)
If "Yes," the organizationmay be required to separately file Form 3520, Annual Return To Report Transactions With ForeignTrusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of ForeignTrust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990)
If "Yes,"the organization may be required to file Form 5471, Information Return of U.S. Persons With Respect ToCertain Foreign Corporations (see Instructions for Form 5471)
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)
If "Yes,"the organization may be required to file Form 8865, Return of U.S. Persons With Respect to CertainForeign Partnerships (see Instructions for Form 8865)
If"Yes," the organization may be required to separately file Form 5713, International Boycott Report (seeInstructions for Form 5713; don't file with Form 990)
Schedule F (Form 990) 2017 Page
Was the organization a U.S. transferor of property to a foreign corporation during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Did the organization have an interest in a foreign trust during the tax year?
~~~~~~~~~~~ Yes No
Did the organization have an ownership interest in a foreign corporation during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Was the organization a direct or indirect shareholder of a passive foreign investment company or a
qualified electing fund during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Did the organization have an ownership interest in a foreign partnership during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Did the organization have any operations in or related to any boycotting countries during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Part IV Foreign Forms
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
X
X
X
X
X
X
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 44
732075 10-06-17
5
Schedule F (Form 990) 2017
Schedule F (Form 990) 2017 Page
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.
Part V Supplemental Information
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
PART I, LINE 2:
PROCEDURES FOR MONITORING THE USE OF FOREIGN GRANT FUNDS:
FUNDS FOR OVERSEAS PROGRAM ACTIVITIES ARE DISTRIBUTED THROUGH THE JEWISH
FEDERATIONS OF NORTH AMERICA (JFNA) PRIMARILY TO THE JEWISH AGENCY FOR
ISRAEL (JAFI) AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC.
(JDC). OVERSEAS ORGANIZATIONS RECEIVING FUNDS FROM JFNA UTILIZE SUCH
FUNDS FOR ACTIVITIES AND PROGRAMS THAT SUPPORT UJA'S CHARITABLE PURPOSES.
GRANTS PAID THROUGH CHARITIES AID FOUNDATION (CAF):
UJA HAS CONTRACTED WITH CHARITIES AID FOUNDATION (CAF) TO PROVIDE
OVERSIGHT OF AND DISBURSE FUNDS FOR THREE TARGETED GRANTS IN THE FORMER
SOVIET UNION (FSU) THAT SUPPORT UJA'S CHARITABLE PURPOSES AND THAT ARE
NOT UNDER THE OVERSIGHT OF JFNA. A PROFESSIONAL EMPLOYED BY CAF IN
MOSCOW MONITORS THOSE GRANTS IN CONJUNCTION WITH UJA PROFESSIONAL STAFF
IN NEW YORK. UJA ALSO MAKES DIRECT GRANTS TO CAF FOR TARGETED PROGRAMS
OR CAPACITY-BUILDING FOR GRASSROOTS ORGANIZATIONS IN THE FSU; THOSE
GRANTS ARE MONITORED BY UJA PROFESSIONAL STAFF WHO ARE RESIDENTS IN NEW
YORK BUT VISIT THE FSU. ALL GRANTEES SUBMIT TWO REPORTS EACH YEAR (A
MID-YEAR AND A FINAL REPORT). THE REPORTS INCLUDE NARRATIVE,
STATISTICAL, AND FINANCIAL COMPONENTS AND SERVE TO ENSURE THAT
PROGRAMMATIC OBJECTIVES ARE APPROPRIATELY ATTAINED, AND THAT EXPENDITURES
QUALIFY FOR REIMBURSEMENT UNDER THE GRANT.
UJA'S ISRAEL OFFICE, IN CONJUNCTION WITH STAFF IN NEW YORK, REVIEW TWO
ANNUAL REPORTS (A MID-YEAR AND A FINAL REPORT) FOR TARGETED GRANT
PROGRAMS THAT ARE LOCATED IN ISRAEL AND OTHER FOREIGN LOCATIONS AND FOR
WHICH FUNDS ARE DISTRIBUTED THROUGH JFNA. THE REPORTS INCLUDE NARRATIVE,
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 45
732075 10-06-17
5
Schedule F (Form 990) 2017
Schedule F (Form 990) 2017 Page
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.
Part V Supplemental Information
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
STATISTICAL, AND FINANCIAL COMPONENTS AND SERVE TO ENSURE THAT
PROGRAMMATIC OBJECTIVES ARE APPROPRIATELY ATTAINED, AND THAT EXPENDITURES
QUALIFY FOR REIMBURSEMENT UNDER THE GRANT. IN ISRAEL, OUR GRANTEE
ORGANIZATIONS ARE LEGALLY REGISTERED WITH JAFI, WHICH RELEASES REGULAR
GRANT PAYMENTS BASED ON COORDINATION WITH OUR ISRAEL OFFICE.
PART I, LINE 3, COLUMN (E):
REGION: MIDDLE EAST
(E) SPECIFIC TYPES OF SERVICES IN REGION: REFER TO SCHEDULE F, PART V,
SUPPLEMENTAL INFORMATION
LOANS FOR INVESTMENT IN NEW AND EXISTING SOCIAL BUSINESS MARKET AND TO
SUPPORT ONGOING ACTIVITIES.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 46
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
Didfundraiser
have custodyor control of
contributions?
732081 09-13-17
Go to
(Form 990 or 990-EZ)Complete if the organization answered "Yes" on Form 990, Part IV, line 17, 18, or 19, or if the
organization entered more than $15,000 on Form 990-EZ, line 6a.| Attach to Form 990 or Form 990-EZ. Open to Public
Inspection| for the latest instructions.Employer identification number
1
a
b
c
d
a
b
e
f
g
2
Yes No
(i) (ii)
(iii) (iv)
(v)
(i)
(vi)
Yes No
Total
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule G (Form 990 or 990-EZ) 2017
Name of the organization
Complete if the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are notrequired to complete this part.
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
Mail solicitations
Internet and email solicitations
Phone solicitations
In-person solicitations
Solicitation of non-government grants
Solicitation of government grants
Special fundraising events
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, or
key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be
compensated at least $5,000 by the organization.
Name and address of individualor entity (fundraiser)
ActivityGross receipts
from activity
Amount paidto (or retained by)
fundraiserlisted in col.
Amount paidto (or retained by)
organization
�������������������������������������� |
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registrationor licensing.
LHA
www.irs.gov/Form990
SCHEDULE GSupplemental Information Regarding Fundraising or Gaming Activities
Part I Fundraising Activities.
2017
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 47
732082 09-13-17
2
(d)
(a)
(c)
(a) (b) (c)
1
2
3
4
5
6
7
8
9
10
11
(a) (b)
(c) (d)
(a) (c)
1
2
3
4
5
6
7
8
Yes Yes Yes
No No No
9
10
a
b
Yes No
a
b
Yes No
Schedule G (Form 990 or 990-EZ) 2017
Pull tabs/instantbingo/progressive bingo
Schedule G (Form 990 or 990-EZ) 2017 Page Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000
of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
Total events
(add col. through
col. )
Re
ven
ue
Event #1 Event #2 Other events
(event type) (event type) (total number)
Gross receipts
Less: Contributions
~~~~~~~~~~~~~~
~~~~~~~~~~~
Gross income (line 1 minus line 2)
Dir
ec
t E
xpe
nse
s
����
Cash prizes
Noncash prizes
~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Rent/facility costs ~~~~~~~~~~~~
Food and beverages
Entertainment
~~~~~~~~~~
~~~~~~~~~~~~~~
Other direct expenses ~~~~~~~~~~
Direct expense summary. Add lines 4 through 9 in column (d)
Net income summary. Subtract line 10 from line 3, column (d)
~~~~~~~~~~~~~~~~~~~~~~~~ |
������������������������ |Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than
$15,000 on Form 990-EZ, line 6a.
Re
ven
ue Bingo Other gaming
Total gaming (addcol. through col. )
Dir
ec
t E
xpe
nse
s
Gross revenue ��������������
Cash prizes
Noncash prizes
~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Rent/facility costs
Other direct expenses
~~~~~~~~~~~~
����������
% % %
Volunteer labor ~~~~~~~~~~~~~
Direct expense summary. Add lines 2 through 5 in column (d)
Net gaming income summary. Subtract line 7 from line 1, column (d)
~~~~~~~~~~~~~~~~~~~~~~~~ |
��������������������� |
Enter the state(s) in which the organization conducts gaming activities:
Is the organization licensed to conduct gaming activities in each of these states?
If "No," explain:
~~~~~~~~~~~~~~~~~~~~
Were any of the organization's gaming licenses revoked, suspended, or terminated during the tax year?
If "Yes," explain:
~~~~~~~~~
Part II Fundraising Events.
Part III Gaming.
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
WALL STREET DINNERLONG ISLAND -PREMIER 100
4,948,000. 2,739,000. 25,688,000. 33,375,000.
4,556,000. 2,739,000. 23,078,000. 30,373,000.
392,000. 2,610,000. 3,002,000.
1,000. 69,000. 70,000.
14,000. 277,000. 291,000.
797,000. 20,000. 3,909,000. 4,726,000.
6,000. 485,000. 491,000.314,000. 13,000. 796,000. 1,123,000.
6,701,000.-3,699,000.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 48
732083 09-13-17
3
11
12
13
14
15
Yes No
Yes No
a
b
13a
13b
Yes Noa
b
c
16
17
a
b
Yes No
Supplemental Information.
Schedule G (Form 990 or 990-EZ) 2017
Schedule G (Form 990 or 990-EZ) 2017 Page
Does the organization conduct gaming activities with nonmembers?
Is the organization a grantor, beneficiary or trustee of a trust, or a member of a partnership or other entity formed
to administer charitable gaming?
~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Indicate the percentage of gaming activity conducted in:
The organization's facility
An outside facility
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ %
%~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name |
Address |
Does the organization have a contract with a third party from whom the organization receives gaming revenue?
If "Yes," enter the amount of gaming revenue received by the organization |
~~~~~~
$ and the amount
of gaming revenue retained by the third party | $
If "Yes," enter name and address of the third party:
Name |
Address |
Gaming manager information:
Name |
Gaming manager compensation |
Description of services provided |
$
Director/officer Employee Independent contractor
Mandatory distributions:
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the
organization's own exempt activities during the tax year | $
Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b,
15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Part IV
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 49
732084 04-01-17
4
Schedule G (Form 990 or 990-EZ)
(continued)Schedule G (Form 990 or 990-EZ) Page
Part IV Supplemental Information
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 50
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
732101 11-01-17
SCHEDULE I(Form 990)
Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22.
| Attach to Form 990.
| Go to www.irs.gov/Form990 for the latest information.
Open to PublicInspection
Employer identification number
General Information on Grants and AssistancePart I
1
2
Yes No
Part II Grants and Other Assistance to Domestic Organizations and Domestic Governments.
(f) 1 (a) (b) (c) (d) (e) (g) (h)
2
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2017)
Name of the organization
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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
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.Method of
valuation (book,FMV, appraisal,
other)
Name and address of organizationor government
EIN IRC section(if applicable)
Amount ofcash grant
Amount ofnon-cash
assistance
Description ofnoncash assistance
Purpose of grantor assistance
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table
Enter total number of other organizations listed in the line 1 table
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
�������������������������������������������������� |
LHA
Grants and Other Assistance to Organizations,Governments, and Individuals in the United States 2017
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
X
92ND STREET YM-YWHA1395 LEXINGTON AVENUENEW YORK, NY 10128 13-1624229 501(C)3 656,000. 0. CARING / JEWISH LIFE
A WIDER BRIDGE2912 DIAMOND STREET, #348SAN FRANCISCO, CA 94131 45-2643886 501(C)3 10,000. 0. JEWISH LIFE
ABRAHAM JOSHUA HESCHEL SCHOOL30 WEST END AVENUENEW YORK, NY 10023 13-3091539 501(C)3 165,000. 0. JEWISH LIFE
AFYA FOUNDATION OF AMERICA140 SAW MILL RIVER ROADYONKERS, NY 10701 26-1300361 501(C)3 426,000. 0. CARING
ALPHA EPSILON PI FOUNDATION INC.8815 WESLEYAN ROADINDIANAPOLIS, IN 46268 13-6141078 501(C)3 50,000. 0. JEWISH LIFEAMERICAN FRIENDS OF THE REUTINSTITUTE - 8383 WILSHIREBOULEVARD, SUITE 400 - BEVERLYHILLS, CA 90211 20-3585888 501(C)3 250,000. 0. JEWISH LIFE
202.0.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
51
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
AMERICAN JEWISH WORLD SERVICE45 W 36TH STREET, 10TH FLOORNEW YORK, NY 10018 22-2584370 501(C)3 20,000. 0. CARING / JEWISH LIFE
BARRY AND FLORENCE FRIEDBERGJEWISH COMMUNITY CENTER - 15 NEILCOURT - OCEANSIDE, NY 11572 11-2002556 501(C)3 848,000. 0. CARING / JEWISH LIFE
BEIT TSHUVAH8831 VENICE BOULEVARDLOS ANGELES, CA 90034 77-0152646 501(C)3 45,000. 0. CARING
BEND THE ARC: A JEWISH PARTNERSHIPFOR JUSTICE - 333 SEVENTH AVENUE,19TH FLOOR - NEW YORK, NY 10001 52-1332694 501(C)3 50,000. 0. JEWISH LIFE
BETH ISRAEL MEDICAL CENTER1ST AVENUE AT 16TH STREETNEW YORK, NY 10003 13-5564934 501(C)3 27,000. 0. CARING
B'NAI BRITH YOUTH ORGANIZATION(BBYO) - 5432 MAYFIELD ROAD, ROOM205 - LYNDHURST, OH 44124 31-1794932 501(C)3 253,000. 0. CARING / JEWISH LIFE
BORO PARK YM & YWHA4912 14TH AVENUEBROOKLYN, NY 11219 11-1630917 501(C)3 410,000. 0. CARING / JEWISH LIFEBRONX HOUSE EMANUEL CAMPS INC.D/B/A BERKSHIRE HILLS EISENBERGCAMPS - 49 WEST 38TH STREET, 5THFLOOR - NEW YORK, NY 10018 13-1739934 501(C)3 225,000. 0. CARING
BRONX HOUSE INC.990 PELHAM PARKWAY SOUTHBRONX, NY 10461 13-1739935 501(C)3 290,000. 0. CARING
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
52
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
BRONX JEWISH COMMUNITY COUNCIL2930 WALLACE AVENUEBRONX, NY 10467 13-2744533 501(C)3 174,000. 0. CARING
BRONX-RIVERDALE YM-YWHA5625 ARLINGTON AVENUEBRONX, NY 10471 13-1740507 501(C)3 887,000. 0. CARING / JEWISH LIFE
BUKHARIAN JEWISH UNION7150 PARSONS BOULEVARD, #3MFRESH MEADOWS, NY 11365 81-2748143 501(C)3 35,000. 0. JEWISH LIFE
CAMP DORA GOLDING5515 NEW UTRECHT AVENUEBROOKLYN, NY 11219 13-6000413 501(C)3 72,000. 289,000.APPRAISAL IMPUTED RENT JEWISH LIFECAROLINE AND JOSEPH S. GRUSS LIFEMONUMENT FUNDS, INC. - 45BROADWAY, SUITE 3050 - NEW YORK,NY 10006 13-3573461 501(C)3 3,519,000. 0. JEWISH LIFE
CENTRAL QUEENS YM & YWHA6709 108TH STREETFOREST HILLS, NY 11375 11-1633509 501(C)3 987,000. 0. CARING / JEWISH LIFE
CHABAD LUBAVITCH OF PUERTO RICOPMB 122 ISLA VERDE AVENUE, L2CAROLINA, PR 00979 66-0564786 501(C)3 50,000. 0. CARING
CHABAD OF ST. MAARTEN15 NORTH STREETMONTICELLO, NY 12701 27-2790319 501(C)3 7,000. 0. CARING
CHEVRA KOL ISRAEL603 ST. JOHN PLACEBROOKLYN, NY 11238 11-3415616 501(C)3 79,000. 0. JEWISH LIFE
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
53
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
CLAL - THE NATIONAL JEWISH CENTERFOR LEARNING AND LEADERSHIP - 440PARK AVENUE SOUTH, 4TH FLOOR - NEWYORK, NY 10016 23-7390358 501(C)3 364,000. 0. JEWISH LIFECOLLEGE OF STATEN ISLAND HILLELTHE MULTI FAITH CENTER, BUILDING1A, ROOM 212A - STATEN ISLAND, NY10314 26-0212010 501(C)3 159,000. 0. CARING / JEWISH LIFECOMMUNITY ALLIANCE FORJEWISH-AFFILIATED CEMETERIES(CAJAC) - 360 HAMILTON AVENUE -WHITE PLAINS, NY 10601 56-2649778 501(C)3 80,000. 0. CARING
COMMUNITY INITIATIVES354 PINE STREET, SUITE 700SAN FRANCISCO, CA 94104 94-3255070 501(C)3 114,000. 0. JEWISH LIFECONGREGATION AHAVAS ISRAEL- HEBREWEDUCATIONAL ALLIANCE OF GREENPOINT- P.O. BOX 32, 108 NOBLE STREET -BROOKLYN, NY 11222 33-1159763 501(C)3 35,000. 0. JEWISH LIFE
CONGREGATION BEIT SIMCHAT TORAH130 WEST 30TH STREETNEW YORK, NY 10001 23-7406899 501(C)3 41,000. 0. CARING / JEWISH LIFE
CONGREGATION BETH ELOHIM274 GARFIELD PLACEBROOKLYN, NY 11215 11-1672755 501(C)3 34,000. 0. JEWISH LIFE
CONGREGATION EMANU-EL OFWESTCHESTER - 2125 WESTCHESTERAVENUE - RYE, NY 10580 13-6125497 501(C)3 7,000. 0. JEWISH LIFE
CONGREGATION KEHILATH JESHURUN125 EAST 85TH STREETNEW YORK, NY 10028 13-1656644 501(C)3 6,000. 0. CARING
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
54
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
CONGREGATION RODEPH SHOLOM7 WEST 83RD STREETNEW YORK, NY 10024 13-1628164 501(C)3 13,000. 0. JEWISH LIFECONGREGATION SONS OF ISRAEL OFBRIARCLIFF MANOR - 1666PLEASANTVILLE ROAD - BRIARCLIFFMANOR, NY 10510 13-2569245 501(C)3 9,000. 0. JEWISH LIFECOUNCIL OF JEWISH MIGR COMMUNITYORGANIZATIONS, INC. (COJECO) - 40EXCHANGE PLACE, SUITE 1302 - NEWYORK, NY 10005 13-3955736 501(C)3 595,000. 0. JEWISH LIFE
COUNCIL OF JEWISH ORGANIZATIONS OFFLATBUSH - 1523 AVENUE M, 3RDFLOOR - BROOKLYN, NY 11230 11-2864728 501(C)3 126,000. 0. CARING
CROWN HEIGHTS JEWISH COMMUNITYCOUNCIL - 392 KINGSTON AVENUE -BROOKLYN, NY 11225 23-7390996 501(C)3 81,000. 0. CARING
CZ WELLNESS GROUP INC (CAMP ZEKE)809 WEST 181ST STREET, #261NEW YORK, NY 10033 46-1869615 501(C)3 75,000. 294,000.APPRAISAL IMPUTED RENT CARING / JEWISH LIFE
DELEGATION OF JEWISH AMERICANSTUDENTS DBA KAHAL - 1806 COLFAXSTREET - EVANSTON, IL 60201 46-2977208 501(C)3 110,000. 0. JEWISH LIFE
DOROT171 WEST 85TH STREETNEW YORK, NY 10024 13-3264005 501(C)3 433,000. 0. CARING / JEWISH LIFE
EDEN VILLAGE CAMP392 DENNYTOWN ROADPUTNAM VALLEY, NY 10579 26-4373931 501(C)3 156,000. 134,000.APPRAISAL IMPUTED RENT JEWISH LIFE
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
55
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
EDITH AND CARL MARKS JEWISHCOMMUNITY HOUSE OF BENSONHURST -7802 BAY PARKWAY - BROOKLYN, NY11214 11-1633484 501(C)3 1,533,000. 0. CARING / JEWISH LIFE
EDUCATIONAL ALLIANCE, INC.197 EAST BROADWAYNEW YORK, NY 10002 13-5562210 501(C)3 2,281,000. 3,479,000.APPRAISAL IMPUTED RENT CARING / JEWISH LIFE
EMMA'S TORCH LTD257 15TH STREET, SUITE 404BROOKLYN, NY 11215 81-3651292 501(C)3 10,000. 0. JEWISH LIFE
FAITH IN NEW YORK103-04 39TH AVENUE, SUITE 105CORONA, NY 11368 80-0122559 501(C)3 60,000. 0. JEWISH LIFE
FJC520 EIGHTH AVENUE, 20TH FLOORNEW YORK, NY 10018 13-3848582 501(C)3 10,000. 0. JEWISH LIFE
FOJP SERVICE CORPORATION28 EAST 28TH STREET, 14TH FLOORNEW YORK, NY 10016 13-2914141 501(C)3 600,000. 0. CARING / JEWISH LIFE
FOOTSTEPS, INC.114 JOHN STREET, SUITE 930NEW YORK, NY 10272 20-0666923 501(C)3 75,000. 0. JEWISH LIFE
FOUNDATION FOR JEWISH CAMP, INC.253 WEST 35TH STREET, 4TH FLOORNEW YORK, NY 10001 22-3551013 501(C)3 631,000. 0. CARING / JEWISH LIFEFRIENDS OF BEZALEL ACADEMY OF ARTSAND DESIGN IN JERUSALEM - 370LEXINGTON AVENUE, SUITE 1612 - NEWYORK, NY 10017 13-2952614 501(C)3 20,000. 0. JEWISH LIFE
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
56
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
FRIENDS OF JCC KRAKOW74 LAFAYETTE AVENUE, SUITE 101SUFFERN, NY 10901 46-5714234 501(C)3 25,000. 0. JEWISH LIFE
FUENTE LATINA. INC.1125 NE 125TH STREET, SUITE 300-3NORTH MIAMI, FL 33161 47-1624899 501(C)3 45,000. 0. JEWISH LIFE
GURWIN JEWISH NURSING &REHABILITATION CENTER - 68HAUPPAUGE ROAD - COMMACK, NY 11725 11-2785201 501(C)3 111,000. 0. CARING / JEWISH LIFE
HAROLD GRINSPOON FOUNDATION67 HUNT STREET, SUITE 100AGAWAM, MA 01001 04-6685725 501(C)3 300,000. 0. JEWISH LIFE
HAZON, INC.125 MAIDEN LANE, SUITE 8BNEW YORK, NY 10038 13-1623922 501(C)3 260,000. 0. CARING
HEBREW ACADEMY FOR SPECIALCHILDREN - 1563 49TH STREET -BROOKLYN, NY 11219 11-2107335 501(C)3 8,000. 0. CARING
HEBREW ACADEMY OF LONG BEACH132 SPRUCE STREETCEDARHURST, NY 11516 11-1892079 501(C)3 92,000. 0. JEWISH LIFE
HEBREW ACADEMY OF NASSAU COUNTY(H.A.N.C.) - 240 HEMPSTEAD AVENUE- WEST HEMPSTEAD, NY 11552 11-1733449 501(C)3 55,000. 0. JEWISH LIFE
HEBREW ACADEMY OF THE FIVE TOWNSAND ROCKAWAY (HAFTR) - 389 CENTRALAVENUE - LAWRENCE, NY 11559 11-2551180 501(C)3 10,000. 0. JEWISH LIFE
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
57
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
HEBREW EDUCATIONAL SOCIETY9502 SEAVIEW AVENUEBROOKLYN, NY 11236 11-1642720 501(C)3 496,000. 665,000.APPRAISAL IMPUTED RENT CARING / JEWISH LIFE
HEBREW FREE BURIAL ASSOCIATION125 MAIDEN LANE, UNIT 5BNEW YORK, NY 10038 13-5596755 501(C)3 71,000. 0. CARING
HEBREW FREE LOAN SOCIETY675 3RD AVENUE, SUITE 1905 IMPUTEDNEW YORK, NY 10017 13-5562239 501(C)3 340,000. 4,000.FMV INTEREST CARING / JEWISH LIFE
HEBREW UNION COLLEGE-JEWISHINSTITUTE OF RELIGION - ONE WEST4TH STREET - NEW YORK, NY 10012 31-0537067 501(C)3 101,000. 0. JEWISH LIFE
HENRY KAUFMANN CAMPGROUNDS, INC.667 BLAUVELT ROADPEARL RIVER, NY 10965 13-5633239 501(C)3 1,090,000. 3,109,000.APPRAISAL IMPUTED RENT CARING / JEWISH LIFEHIAS, INC. (THE HEBREW IMMIGRANTAID SOCIETY) - 1300 SPRING STREET,5TH FLOOR - SILVER SPRING, MD20910 13-5633307 501(C)3 384,000. 0. CARING / JEWISH LIFE
HILLEL AT BARUCH COLLEGE55 LEXINGTON AVENUE, ROOM B2-210NEW YORK, NY 10010 20-4777751 501(C)3 383,000. 0. CARING / JEWISH LIFE
HILLEL AT BINGHAMTON UNIVERSITYWEST 208-B, UNIVERSITY UNIONBINGHAMTON, NY 13902 01-0569965 501(C)3 177,000. 0. CARING / JEWISH LIFEHILLEL FOUNDATION FOR JEWISH LIFE:SNYDER HILLEL CENTER STONY BROOKUNIVERS - MELVILLE LIBRARY, SUITEN5580 - STONY BROOK, NY 11794 11-6112474 501(C)3 181,000. 0. CARING / JEWISH LIFE
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
58
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
HILLEL: THE FOUNDATION FOR JEWISHCAMPUS LIFE - 800 EIGHTH STREET NW- WASHINGTON, DC 20001 52-1844823 501(C)3 941,000. 0. CARING / JEWISH LIFE
HILLELS OF WESTCHESTERMAIN P.O. BOX 8PURCHASE, NY 10577 20-1355458 501(C)3 150,000. 0. CARING / JEWISH LIFE
HOFSTRA UNIVERSITY HILLEL200 HOFSTRA UNIVERSITYHEMPSTEAD, NY 11549 11-1630906 501(C)3 146,000. 0. CARING / JEWISH LIFE
HONEYMOON ISRAEL FOUNDATION, INC.6070 WHITEGATE CROSSINGEAST AMHERST, NY 14051 47-1291052 501(C)3 150,000. 0. JEWISH LIFE
HUNTER COLLEGE HILLEL695 PARK AVENUE, BUILDING 1317ANEW YORK, NY 10065 13-3853221 501(C)3 233,000. 0. CARING / JEWISH LIFE
IMMERSENYC540 PRESIDENT STREET, 3RD FLOORBROOKLYN, NY 11215 47-3898186 501(C)3 34,000. 0. JEWISH LIFEINSTITUTE FOR JEWISH COMMUNITYRESEARCH: BE'CHOL LASHON - 3198FULTON STREET - SAN FRANCISCO, CA94118 94-3307253 501(C)3 141,000. 0. JEWISH LIFE
ISRAEL EMERGENCY ALLIANCE DBASTANDWITHUS - P.O. BOX 341069 -LOS ANGELES, CA 90034 01-0566033 501(C)3 64,000. 0. JEWISH LIFE
ISRAEL ON CAMPUS COALITIONP.O. BOX 34640WASHINGTON, DC 20043 30-0664947 501(C)3 100,000. 0. JEWISH LIFE
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
59
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
ISRAELI AMERICAN COUNCIL (IAC) NEWYORK - 222 BROADWAY, 19TH FLOOR -NEW YORK, NY 10038 22-3951652 501(C)3 50,000. 0. JEWISH LIFEJEWISH ASSOCIATION SERVING THEAGING (JASA) - 247 WEST 37THSTREET, 9TH FLOOR - NEW YORK, NY10018 13-2620896 501(C)3 2,631,000. 0. CARING / JEWISH LIFEJEWISH BOARD OF FAMILY ANDCHILDREN'S SERVICES - 135 WEST50TH STREET, 6TH FLOOR - NEW YORK,NY 10020 13-5564937 501(C)3 9,327,000. 0. CARING / JEWISH LIFE
JEWISH CHILD CARE ASSOCIATION OFNEW YORK - 120 WALL STREET, 20THFLOOR - NEW YORK, NY 10005 13-1624060 501(C)3 997,000. 0. CARING / JEWISH LIFE
JEWISH COMMUNITY CENTER OFMID-WESTCHESTER - 999 WILMOT ROAD- SCARSDALE, NY 10583 13-3617061 501(C)3 851,000. 0. CARING / JEWISH LIFE
JEWISH COMMUNITY CENTER OF PUERTORICO - 903 PONCE DE LEON AVENUE -SAN JUAN, PR 00907 66-0238586 501(C)3 50,000. 0. CARING
JEWISH COMMUNITY CENTER OF STATENISLAND - 1466 MANOR ROAD - STATENISLAND, NY 10314 13-5562256 501(C)3 669,000. 0. CARING / JEWISH LIFEJEWISH COMMUNITY CENTERSASSOCIATION OF NORTH AMERICA - 520EIGHTH AVENUE, 4TH FLOOR - NEWYORK, NY 10018 13-5599486 501(C)3 399,000. 0. CARING / JEWISH LIFE
JEWISH COMMUNITY COUNCIL OFGREATER CONEY ISLAND - 3001 WEST37TH STREET - BROOKLYN, NY 11224 11-2665181 501(C)3 291,000. 0. CARING
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
60
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
JEWISH COMMUNITY COUNCIL OF THEROCKAWAY PENINSULA - 1525 CENTRALAVENUE - FAR ROCKAWAY, NY 11691 11-2425813 501(C)3 82,000. 0. CARING / JEWISH LIFEJEWISH COMMUNITY RELATIONS COUNCILOF NEW YORK - 225 WEST 34THSTREET, SUITE 1607 - NEW YORK, NY10122 13-2869041 501(C)3 1,926,000. 0. CARING / JEWISH LIFE
JEWISH COUNCIL FOR PUBLIC AFFAIRS116 EAST 27TH STREET, 10TH FLOORNEW YORK, NY 10016 13-1624104 501(C)3 395,000. 0. CARING / JEWISH LIFE
JEWISH DEAF RESOURCE CENTERP.O. BOX 318HARTSDALE, NY 10530 13-3914924 501(C)3 20,000. 0. CARING
JEWISH FEDERATIONS OF NORTHAMERICA - 25 BROADWAY, SUITE 1700- NEW YORK, NY 10004 13-1624240 501(C)3 6,501,000. 0. CARING / JEWISH LIFEJEWISH FEDERATIONS OF NORTHAMERICA - FOR BIRTHRIGHT ISRAELPROGRAM - 25 BROADWAY, SUITE 1700- NEW YORK, NY 10004 13-1624240 501(C)3 1,569,000. 0. JEWISH LIFE
JEWISH FEDERATIONS OF NORTHAMERICA - FOR JAFI - 25 BROADWAY,SUITE 1700 - NEW YORK, NY 10004 13-1624240 501(C)3 23,550,000. 0. CARING / JEWISH LIFE
JEWISH FEDERATIONS OF NORTHAMERICA - FOR JDC - 25 BROADWAY,SUITE 1700 - NEW YORK, NY 10004 13-1624240 501(C)3 9,708,000. 0. CARING / JEWISH LIFEJEWISH FEDERATIONS OF NORTHAMERICA - OVERSEAS/ TARGETED - 25BROADWAY, SUITE 1700 - NEW YORK, CARING / JEWISH LIFE -NY 10004 13-1624240 501(C)3 13,861,000. 0. SEE PART IV SUPPL INFO
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
61
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
JEWISH FUNDERS NETWORK150 WEST 30TH STREET, SUITE 900NEW YORK, NY 10001 23-2742482 501(C)3 90,000. 0. CARING / JEWISH LIFE
JEWISH HOME LIFECARE120 WEST 106TH STREETNEW YORK, NY 10025 13-1624033 501(C)3 279,000. 0. CARING / JEWISH LIFE
JEWISH RECONSTRUCTIONIST SOCIETYOF THE NORTH SHORE INC. - 1001PLANDOME ROAD - PLANDOME, NY 11030 11-1960513 501(C)3 10,000. 0. JEWISH LIFEJEWISH STUDENT FOUNDATION OFDOWNTOWN BROOKLYN - 111 STEUBENSTREET, ROOM 2A - BROOKLYN, NY11205 83-0426427 501(C)3 35,000. 0. JEWISH LIFE
JEWISH THEOLOGICAL SEMINARY OFAMERICA - 3080 BROADWAY - NEWYORK, NY 10027 13-0887640 501(C)3 181,000. 0. CARING / JEWISH LIFE
JPRO NETWORK25 BROADWAY, SUITE, 1700NEW YORK, NY 10004 13-1624105 501(C)3 10,000. 0. JEWISH LIFE
JQY, INC.1460 BROADWAYNEW YORK, NY 10036 27-5305498 501(C)3 52,000. 0. CARING / JEWISH LIFE
JTA-MJL NEW CORP24 WEST 30TH STREET, 4TH FLOORNEW YORK, NY 10001 13-0887610 501(C)3 827,000. 0. CARING / JEWISH LIFE
JUMPSTART2801 OCEAN PARK BOULEVARD, #348SANTA MONICA, CA 90405 26-2173175 501(C)3 115,000. 0. JEWISH LIFE
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
62
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
KESHET, INC.284 AMORY STREETBOSTON, MA 02130 48-1278664 501(C)3 53,000. 0. CARING / JEWISH LIFE
KINGS BAY YM-YWHA3495 NOSTRAND AVENUEBROOKLYN, NY 11229 11-3068515 501(C)3 1,112,000. 910,000.APPRAISAL IMPUTED RENT CARING / JEWISH LIFE
KOLOT CHAYEINU/VOICES OF OUR LIVES540 PRESIDENT STREET, SUITE 3ABROOKLYN, NY 11215 11-3223086 501(C)3 10,000. 0. JEWISH LIFEKRAFT CENTER FOR JEWISH LIFE(COLUMBIA/BARNARD HILLEL) - 606WEST 115TH STREET - NEW YORK, NY10025 23-7077182 501(C)3 135,000. 0. CARING / JEWISH LIFELIMMUD FSU INTERNATIONALFOUNDATION, INC.- 80 CENTRAL PARK WEST, SUITE 2D -NEW YORK, NY 10023 26-1870256 501(C)3 35,000. 0. JEWISH LIFE
LIMMUD NA2001 WILSHIRE BOULEVARDSANTA MONICA, CA 90403 81-4909696 501(C)3 96,000. 0. JEWISH LIFE
LONG ISLAND CONGREGATIONS, INC.99 CENTRAL PARK ROADPLAINVIEW, NY 11803 11-3259585 501(C)3 40,000. 0. JEWISH LIFE
M2: THE INSTITUTE FOR EXPERIENTIALJEWISH EDUCATION - 441 SAXONY ROAD- ENCINITAS, CA 92024 82-2548805 501(C)3 65,000. 0. JEWISH LIFE
MAIMONIDES MEDICAL CENTER4802 10TH AVENUEBROOKLYN, NY 11219 11-1635081 501(C)3 150,000. 0. CARING
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
63
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
MAYOR'S FUND TO ADVANCE NEW YORKCITY - 253 BROADWAY, 8TH FLOOR -NEW YORK, NY 10007 13-3783906 501(C)3 165,000. 0. CARING
MECHON HADAR190 AMSTERDAM AVENUENEW YORK, NY 10023 26-4412164 501(C)3 306,000. 0. JEWISH LIFE
METROPOLITAN COUNCIL ON JEWISHPOVERTY - 77 WATER STREET, 7THFLOOR - NEW YORK, NY 10005 13-2738818 501(C)3 4,539,000. 0. CARING / JEWISH LIFE
METROPOLITAN JEWISH HEALTH SYSTEM6323 7TH AVENUE, 3RD FLOORBROOKLYN, NY 11220 11-3538697 501(C)3 422,000. 0. CARING
MID-ISLAND Y JEWISH COMMUNITYCENTER - 45 MANETTO HILL ROAD -PLAINVIEW, NY 11803 11-1841899 501(C)3 914,000. 0. CARING / JEWISH LIFE
MOISHE HOUSE441 SAXONY ROADENCINITAS, CA 92024 26-2599786 501(C)3 402,000. 0. JEWISH LIFE
MONTEFIORE MEDICAL CENTER111 EAST 210TH STREETBRONX, NY 10467 13-1740114 501(C)3 150,000. 0. CARING
MOSHOLU-MONTEFIORE COMMUNITYCENTER - 3450 DEKALB AVENUE -BRONX, NY 10467 13-3622107 501(C)3 242,000. 236,000.APPRAISAL IMPUTED RENT CARING / JEWISH LIFE
MOUNT SINAI MEDICAL CENTERONE GUSTAVE L. LEVY PLACENEW YORK, NY 10029 13-6271888 501(C)3 250,000. 0. CARING
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
64
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
MOVING TRADITIONS261 OLD YORK ROAD, SUITE 734JENKINTOWN, PA 19046 34-2015014 501(C)3 55,000. 0. JEWISH LIFEMUSEUM OF JEWISH HERITAGE: ALIVING MEMORIAL TO THE HOLOCAUST -36 BATTERY PLACE - NEW YORK, NY10280 13-3376265 501(C)3 6,000. 0. JEWISH LIFE
NATIONAL CONFERENCE OF SYNAGOGUEYOUTH - 11 BROADWAY - NEW YORK, NY10004 13-5623717 501(C)3 96,000. 0. JEWISH LIFE
NATIONAL CONFERENCE ON SOVIETJEWRY - 1120 20TH STREET, NW,SUITE 300N - WASHINGTON, DC 20036 13-2700517 501(C)3 51,000. 0. CARING / JEWISH LIFE
NATIONAL COUNCIL OF JEWISH WOMENNEW YORK SECTION - 241 WEST 72NDSTREET - NEW YORK, NY 10023 13-1624132 501(C)3 23,000. 0. JEWISH LIFE
NATIONAL COUNCIL OF JEWISH WOMEN,INC. - 475 RIVERSIDE DRIVE, SUITE1901 - NEW YORK, NY 10115 13-1641076 501(C)3 50,000. 0. CARING
NETWORK OF JEWISH HUMAN SERVICEAGENCIES - 50 EISENHOWER DRIVE -PARAMUS, NJ 07652 13-2752418 501(C)3 30,000. 0. CARING / JEWISH LIFE
NEW YORK LEGAL ASSISTANCE GROUP7 HANOVER SQUARE, 18TH FLOORNEW YORK, NY 10004 13-3505428 501(C)3 1,396,000. 0. CARING / JEWISH LIFENORTH SHORE CHILD AND FAMILYGUIDANCE ASSOCIATION INC. - 480OLD WESTBURY ROAD - ROSLYNHEIGHTS, NY 11577 11-1797183 501(C)3 15,000. 0. CARING
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
65
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
NORTHEAST JEWISH CENTER OF YONKERS11 SALISBURY ROADYONKERS, NY 10710 13-1879959 501(C)3 6,000. 0. JEWISH LIFE
NORTHWELL HEALTH FOUNDATION972 BRUSH HOLLOW ROAD, 5TH FLOORWESTBURY, NY 11590 11-2965575 501(C)3 130,000. 0. CARING
OHEL CHILDREN'S HOME AND FAMILYSERVICES - 156 BEACH 9TH STREET -FAR ROCKAWAY, NY 11691 11-6078704 501(C)3 120,000. 0. CARING
OHOLEI YOSEF YITZCHOK LUBAVITCH,INC. - 876-878 EASTERN PARKWAY -BROOKLYN, NY 11213 45-1003041 501(C)3 6,000. 0. JEWISH LIFE
OUR PLACE IN NEW YORK, INC.44 WALL STREET, 2ND FLOORNEW YORK, NY 10005 11-3463309 501(C)3 30,000. 0. CARING
PAIDEIA US INC.570 LEXINGTON AVENUE, SUITE 1600NEW YORK, NY 10036 43-2031997 501(C)3 65,000. 0. JEWISH LIFEPARKER JEWISH INSTITUTE FOR HEALTHCARE AND REHABILITATION - 271-1176TH AVENUE - NEW HYDE PARK, NY11040 13-2631069 501(C)3 192,000. 0. CARING
PENN SOUTH SOCIAL SERVICES, INC.290 NINTH AVENUENEW YORK, NY 10001 13-3413349 501(C)3 406,000. 0. CARING
PROJECT KESHER729 SEVENTH AVENUE, 9TH FLOORNEW YORK, NY 10019 36-3673594 501(C)3 25,000. 0. JEWISH LIFE
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
66
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
QUEENS COLLEGE HILLEL6530 KISSENA BOULEVARD, ROOM 206FLUSHING, NY 11367 11-3285824 501(C)3 280,000. 0. CARING / JEWISH LIFE
QUEENS JEWISH COMMUNITY COUNCIL11945 UNION TURNPIKEFOREST HILLS, NY 11375 23-7172152 501(C)3 88,000. 0. CARING
RAJE-USA INC.2915 OCEAN PARKWAYBROOKLYN, NY 11235 27-3335956 501(C)3 25,000. 0. JEWISH LIFE
RAMAPO FOR CHILDREN49 WEST 38TH STREET, 5TH FLOORNEW YORK, NY 10018 13-5600422 501(C)3 84,000. 0. CARING / JEWISH LIFE
RAMAZ SCHOOL114 EAST 85TH STREETNEW YORK, NY 10028 13-1635279 501(C)3 46,000. 0. JEWISH LIFE
REBOOT, INC.44 WEST 28TH STREET, 8TH FLOORNEW YORK, NY 10001 57-1154844 501(C)3 25,000. 0. JEWISH LIFE
REPAIR THE WORLD1460 BROADWAYNEW YORK, NY 10036 36-4524686 501(C)3 62,000. 0. CARING / JEWISH LIFEREVITALIZATION COMMUNITYINVOLVEMENT INITIATIVE INC. - 129WEST END AVE, SUITE 5B - BROOKLYN,NY 11235 47-5610310 501(C)3 10,000. 0. JEWISH LIFE
RISING TREETOPS AT OAKHURST INC.1140 BROADWAY, ROOM 903NEW YORK, NY 10001 13-5674230 501(C)3 50,000. 0. JEWISH LIFE
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
67
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
S.A.R. ACADEMY655 WEST 254TH STREETRIVERDALE, NY 10471 13-2646185 501(C)3 126,000. 0. JEWISH LIFE
SABABA SURF CAMP106-06 QUEENS BOULEVARDFOREST HILLS, NY 11375 81-4561235 501(C)3 34,000. 0. JEWISH LIFE
SACRED SPACES INC.6315 FORBES AVENUE, SUITE 502PITTSBURGH, PA 15217 81-3167473 501(C)3 135,000. 0. CARING / JEWISH LIFE
SAFE FOUNDATION, INC.255 AVENUE WBROOKLYN, NY 11223 26-0102131 501(C)3 55,000. 0. CARING
SAMUEL FIELD YM&YWHA5820 LITTLE NECK PARKWAYLITTLE NECK, NY 11362 11-3071518 501(C)3 1,584,000. 3,139,000.APPRAISAL IMPUTED RENT CARING / JEWISH LIFE
SANCTUARY FOR FAMILIES, INC.P.O. BOX 1406 WALL STREET STATIONNEW YORK, NY 10268 13-3193119 501(C)3 20,000. 0. CARING
SBH COMMUNITY SERVICE NETWORK,INC. - 425 KINGS HIGHWAY -BROOKLYN, NY 11223 23-7406410 501(C)3 65,000. 0. CARING
SELFHELP COMMUNITY SERVICES520 EIGHTH AVENUE, 5TH FLOORNEW YORK, NY 10018 13-1624178 501(C)3 2,809,000. 0. CARING / JEWISH LIFE
SEPHARDIC COMMUNITY ALLIANCE1061 OCEAN PARKWAYBROOKLYN, NY 11230 27-0728655 501(C)3 170,000. 0. JEWISH LIFE
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
68
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
SEPHARDIC COMMUNITY CENTER1901 OCEAN PARKWAYBROOKLYN, NY 11223 11-2567809 501(C)3 533,000. 0. CARING / JEWISH LIFE
SERVICES FOR THE AGED, INC.247 WEST 37TH STREET, 4TH FLOORNEW YORK, NY 10018 13-3200109 501(C)3 170,000. 0. CARING
SHALOM HARTMAN INSTITUTE OF NORTHAMERICA - 475 RIVERSIDE DRIVE,SUITE 1450 - NEW YORK, NY 10115 13-3014387 501(C)3 227,000. 0. JEWISH LIFE
SHOREFRONT YM-YWHA OF BRIGHTON -MANHATTAN BEACH - 3300 CONEYISLAND AVENUE - BROOKLYN, NY 11235 11-3070228 501(C)3 934,000. 2,170,000.APPRAISAL IMPUTED RENT CARING / JEWISH LIFE
SID JACOBSON JEWISH COMMUNITYCENTER - 300 FOREST DRIVE - EASTHILLS, NY 11548 11-1976051 501(C)3 1,484,000. 0. CARING / JEWISH LIFE
SOCCER FOR PEACE240 WEST 98TH STREET, APT. 12ANEW YORK, NY 10025 35-2204045 501(C)3 10,000. 0. JEWISH LIFE
SOLOMON SCHECHTER SCHOOL OF LONGISLAND - 1 BARBARA LANE - JERICHO,NY 11753 11-2149235 501(C)3 41,000. 0. JEWISH LIFE
SOLOMON SCHECHTER SCHOOL OFMANHATTAN - 805 COLUMBUS AVENUE -NEW YORK, NY 10025 41-2063123 501(C)3 240,000. 0. JEWISH LIFE
SOLOMON SCHECHTER SCHOOL OF QUEENS7616 PARSONS BOULEVARDFLUSHING, NY 11366 11-1803692 501(C)3 155,000. 0. JEWISH LIFE
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
69
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
SOLOMON SCHECHTER SCHOOL OFWESTCHESTER - 555 W. HARTSDALEAVENUE - HARTSDALE, NY 10530 13-6209307 501(C)3 118,000. 0. JEWISH LIFE
SPARKS1450 42ND STREETBROOKLYN, NY 11219 26-0794276 501(C)3 53,000. 0. CARING
SURPRISE LAKE CAMP520 EIGHTH AVENUE, 4TH FLOORNEW YORK, NY 10018 13-1623869 501(C)3 203,000. 0. JEWISH LIFE
TAMID ISRAEL INVESTMENT GROUP LTD.1100 WAYNE AVENUE, SUITE 850SILVER SPRING, MD 20910 27-0546893 501(C)3 10,000. 0. JEWISH LIFE
TEMPLE BETH SHALOM IN MAHOPAC760 ROUTE 6MAHOPAC, NY 10541 14-1405203 501(C)3 8,000. 0. JEWISH LIFE
TEMPLE SINAI OF ROSLYN425 ROSLYN ROADROSLYN HEIGHTS, NY 11577 16-1620617 501(C)3 205,000. 0. JEWISH LIFETHE ALEXANDER M. & BRENDA R.TANGER HILLEL AT BROOKLYN COLLEGE- 2901 CAMPUS ROAD - BROOKLYN, NY11210 11-6036253 501(C)3 305,000. 0. CARING / JEWISH LIFE
THE ALEXANDER MUSS HIGH SCHOOL INISRAEL - 78 RANDALL AVENUE -ROCKVILLE CENTRE, NY 11570 59-0173782 501(C)3 90,000. 0. JEWISH LIFETHE AMERICAN JEWISH JOINTDISTRIBUTION COMMITTEE, INC. - 220EAST 42ND STREET, SUITE 400 - NEWYORK, NY 10017 13-1656634 501(C)3 1,631,000. 0. CARING / JEWISH LIFE
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
70
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
THE BLUE CARD, INC.171 MADISON AVENUE, ROOM 1405NEW YORK, NY 10016 13-1623910 501(C)3 64,000. 0. CARINGTHE EDGAR M. BRONFMAN CENTER FORJEWISH STUDENT LIFE: HILLEL AT NYU- 7 EAST 10TH STREET - NEW YORK,NY 10003 13-5562308 501(C)3 263,000. 0. CARING / JEWISH LIFE
THE FOUNDATION FOR ART AND HEALING77 STEARNS ROADBROOKLINE, MA 02446 33-1125148 501(C)3 15,000. 0. CARING
THE HEBREW CONGREGATION OF ST.THOMAS - P.O. BOX 266 - ST THOMAS,VI 00804 67-0251194 501(C)3 50,000. 0. CARING
THE JEWISH COMMUNITY CENTER INMANHATTAN - 334 AMSTERDAM AVENUE -NEW YORK, NY 10023 13-3490745 501(C)3 1,611,000. 0. CARING / JEWISH LIFE
THE JEWISH COMMUNITY CENTER ON THEHUDSON - 371 SOUTH BROADWAY -TARRYTOWN, NY 10591 23-7229163 501(C)3 824,000. 0. CARING / JEWISH LIFE
THE JEWISH EDUCATION PROJECT520 EIGHTH AVENUE, SUITE 1510NEW YORK, NY 10018 13-1632519 501(C)3 5,312,000. 0. CARING / JEWISH LIFE
THE MARION AND AARON GURAL JCCINC. - 207 GROVE AVENUE -CEDARHURST, NY 11516 11-2546437 501(C)3 963,000. 0. CARING / JEWISH LIFE
THE NATIONAL YIDDISH THEATREFOLKSBIENE - 36 BATTERY PLACE, 2NDFLOOR - NEW YORK, NY 10280 13-3998872 501(C)3 29,000. 0. JEWISH LIFE
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
71
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
THE NEW SHUL440 PARK AVENUE SOUTH, 4TH FLOORNEW YORK, NY 10016 06-1538090 501(C)3 7,000. 0. JEWISH LIFE
THE NEW YORK BOARD OF RABBIS, INC.171 MADISON AVENUE, SUITE 1602NEW YORK, NY 10016 13-1809283 501(C)3 100,000. 0. JEWISH LIFE
THE NEW YORK COMMUNITY TRUST909 3RD AVENUE, 22ND FLOORNEW YORK, NY 10022 13-3062214 501(C)3 16,000. 0. CARING
THE PROSPECT HEIGHTS SHUL234 SAINT JOHNS PLACEBROOKLYN, NY 11217 80-0750046 501(C)3 50,000. 0. JEWISH LIFE
THE SHABBAT PROJECT INC. DBA ONETABLE - 79 MADISON AVENUE, 2NDFLOOR - NEW YORK, NY 10016 46-4715368 501(C)3 200,000. 0. JEWISH LIFE
THE SUFFOLK Y JEWISH COMMUNITYCENTER - 74 HAUPPAUGE ROAD -COMMACK, NY 11725 11-2435521 501(C)3 844,000. 0. CARING / JEWISH LIFE
TOURO COLLEGE500 SEVENTH AVENUENEW YORK, NY 10018 13-2676570 501(C)3 100,000. 0. JEWISH LIFE
UNION FOR REFORM JUDAISM633 3RD AVENUE, 7TH FLOORNEW YORK, NY 10017 13-1663143 501(C)3 127,000. 0. JEWISH LIFEUNION OF ORTHODOX JEWISHCONGREGATIONS OF AMERICA (ORTHODOXUNION) - 11 BROADWAY, 14TH FLOOR -NEW YORK, NY 10004 13-5623717 501(C)3 100,000. 0. JEWISH LIFE
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
72
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
UNITED JEWISH COUNCIL OF THE EASTSIDE, INC. - 235 EAST BROADWAY -NEW YORK, NY 10002 13-2735378 501(C)3 23,000. 0. CARING
UPSTART BAY AREA1111 BROADWAY , 3RD FLOOROAKLAND, CA 94607 26-3094076 501(C)3 87,000. 0. CARING / JEWISH LIFEUSDAN CENTER FOR THE CREATIVE &PERFORMING ARTS - 420 EAST 79THSTREET, SUITE 3D - NEW YORK, NY10075 13-2792668 501(C)3 121,000. 893,000.APPRAISAL IMPUTED RENT CARING / JEWISH LIFE
WESTCHESTER DAY SCHOOL856 ORIENTA AVENUEMAMARONECK, NY 10543 13-2646183 501(C)3 17,000. 0. JEWISH LIFE
WESTCHESTER JEWISH COMMUNITYSERVICES - 845 NORTH BROADWAY,SUITE 2 - WHITE PLAINS, NY 10603 13-1740071 501(C)3 2,156,000. 0. CARING / JEWISH LIFE
WESTCHESTER JEWISH COUNCIL701 WESTCHESTER AVENUE, SUITE 203EWHITE PLAINS, NY 10604 13-2856699 501(C)3 366,000. 0. CARING / JEWISH LIFE
YESHIVA DARCHEI TORAH257 BEACH 17TH STREETFAR ROCKAWAY, NY 11691 11-2545173 501(C)3 39,000. 0. JEWISH LIFE
YESHIVA OF SOUTH SHORE1170 WILLIAM STREETHEWLETT, NY 11557 11-2125702 501(C)3 22,000. 0. JEWISH LIFE
YESHIVAH OF FLATBUSH919 EAST TENTH STREETBROOKLYN, NY 11230 11-1630915 501(C)3 146,000. 0. JEWISH LIFE
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
73
73224104-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
YM & YWHA OF WASHINGTON HEIGHTS &INWOOD - 54 NAGLE AVENUE - NEWYORK, NY 10040 13-1635308 501(C)3 797,000. 0. CARING / JEWISH LIFE
YOUNG JUDAEA CAMP SPROUT LAKE575 EIGHTH AVENUE, 11TH FLOORNEW YORK, NY 10018 13-2830437 501(C)3 603,000. 0. JEWISH LIFE
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
74
732102 11-01-17
2Part III Grants and Other Assistance to Domestic Individuals.
(e) (a) (b) (c) (d) (f)
Part IV Supplemental Information.
Schedule I (Form 990) (2017)
Schedule I (Form 990) (2017) Page Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
Method of valuation(book, FMV, appraisal, other)
Type of grant or assistance Number ofrecipients
Amount ofcash grant
Amount of non-cash assistance
Description of noncash assistance
Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
SCHOLARSHIPS 500 1,437,000. 0.
ISRAEL EXPERIENCE AWARDS - PROVIDES NEED AND MERITBASED SCHOLARSHIPS FOR ISRAEL TRIPS FOR TEENS ANDYOUNG ADULTS 342 492,000. 0.
PART I, LINE 2:
PROCEDURES FOR MONITORING THE USE OF DOMESTIC GRANT FUNDS:
TARGETED GRANTS GENERALLY REQUIRE TWO ANNUAL REPORTS (A MID-YEAR AND A
FINAL REPORT). THE REPORTS INCLUDE NARRATIVE, STATISTICAL, AND FINANCIAL
COMPONENTS AND SERVE TO ENSURE THAT PROGRAMMATIC OBJECTIVES ARE
APPROPRIATELY ATTAINED, AND THAT EXPENDITURES QUALIFY FOR REIMBURSEMENT
UNDER THE GRANT. UJA STAFF MEMBERS REVIEW THE REPORTS TO ENSURE
APPROPRIATE USE OF THE FUNDS AND TO ASSESS IF GOALS WERE ACHIEVED. FINAL
PAYMENTS ARE RELEASED TO THE GRANTEES ACCORDINGLY. (CONTINUED IN PART IV)
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
75
73229104-01-17
2
Schedule I (Form 990)
Schedule I (Form 990) Page
Part IV Supplemental Information
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
SCHEDULE I, PART I, LINE 2, PROCEDURES FOR MONITORING THE USE OF DOMESTIC
GRANT FUNDS (CONTINUED):
UJA ALSO PROVIDES CORE OPERATING SUPPORT (UNRESTRICTED) GRANTS TO VARIOUS
CORE PARTNERS. THE ORGANIZATION CONDUCTS A PERIODIC REVIEW OF THESE
AGENCIES AND REQUIRES COMPLETION OF AN AGENCY ACCOUNTABILITY GUIDELINES
SURVEY REGARDING BEST PRACTICES.
SCHEDULE I, PART II, GRANTS TO THE JEWISH FEDERATIONS OF NORTH AMERICA:
UJA REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH
AMERICA (JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. JFNA IS
THE UMBRELLA ORGANIZATION FOR DOMESTIC JEWISH FEDERATIONS AND IS THE
PRINCIPAL VEHICLE THROUGH WHICH UJA DISTRIBUTES FUNDS FOR OVERSEAS
PROGRAM ACTIVITIES. DISTRIBUTIONS BY JFNA GO PRIMARILY TO THE JEWISH
AGENCY FOR ISRAEL AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE,
INC. JFNA FILES A SEPARATE FORM 990 AND REPORTS THE DETAIL OF OVERSEAS
GRANTS ON SCHEDULE F. ORGANIZATIONS RECEIVING FUNDS FROM JFNA UTILIZE
SUCH FUNDS FOR ACTIVITIES AND PROGRAMS THAT SUPPORT UJA'S CHARITABLE
PURPOSES.
THE FOLLOWING IS A LISTING OF $13,861,000 OF TARGETED GRANTS MADE
THROUGH JFNA:
8200 ALUMNI ASSOCIATION (SHIN MEM 2)(A"R) - $15,000
ACHIM L'CHAIM - BROTHERS FOR LIFE - $100,000
AFI - AMERICAN FOOTBALL IN ISRAEL - $10,000
AHARAI - YOUTH LEADING CHANGE - $110,000
AJEEC-NISPED - $75,000
ALEH JERUSALEM CENTER - $15,000
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 76
73229104-01-17
2
Schedule I (Form 990)
Schedule I (Form 990) Page
Part IV Supplemental Information
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
ALEH NEGEV NAHALAT ERAN - $50,000
ALUMA - $167,000
AMCHA-NATIONAL ISRAELI CENTER FOR PSYCHOSOCIAL SUPPORT OF SURVIVORS -
$298,000
ASSOCIATION FOR CHANGE IN EDUCATION-ESTABLISHED BY THE RASHI FOUNDATION
- $176,000
ASSOCIATION FOR SPIRITUAL CARE IN ISRAEL - $100,000
BEIT BERL COLLEGE - $180,000
BEIT RUTH - $50,000
BEIT TEFILAH ISRAELI - $8,000
BINA: THE JEWISH MOVEMENT FOR SOCIAL CHANGE - $305,000
CENTER ORGANIZATIONS OF HOLOCAUST SURVIVORS IN ISRAEL - $53,000
CHAIM SHEBA MEDICAL CENTER AT TEL HASHOMER - $12,000
DESERT STARS - $154,000
DROR EDUCATIONAL CENTERS - $75,000
EDUCATION, CULTURE AND NEIGHBORHOOD RENEWAL COMPANY IN TEL AVIV -
$75,000
ELUL V'ELU - $148,000
ERETZ-IR - $6,000
FREDDIE KRIVINE FOUNDATION - $7,000
FRIENDS OF ATIDIM - $150,000
GESHER EDUCATIONAL AFFILIATES - $50,000
HAMIDRASHA, EDUCATIONAL CENTER FOR THE RENEWAL OF JEWISH LIFE IN ISRAEL
- $90,000
HASHGACHA PRATIT - $43,000
HATNUA HAYERUSHALMIT - $8,000
HAVERUT - $20,000
HEBREW UNIVERSITY OF JERUSALEM - $150,000
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 77
73229104-01-17
2
Schedule I (Form 990)
Schedule I (Form 990) Page
Part IV Supplemental Information
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
IGUL LETOVA (ROUND UP) - $15,000
INJAZ CENTER FOR PROFESSIONAL ARAB LOCAL GOVERNANCE - $105,000
INTERDISCIPLINARY CENTER (IDC) HERZLIYA - $25,000
ISRAEL HOFSHEET - $176,000
ISRAEL TRAUMA COALITION - $368,000
ISRAEL VENTURE NETWORK - $35,000
ITIM: THE JEWISH LIFE INFORMATION CENTER - $186,000
JCC GLOBAL - $125,000
JERUSALEM INSTITUTE FOR POLICY RESEARCH - $50,000
JEWISH FEDERATIONS OF NORTH AMERICA - $58,000
KEREN MAHALACH - $10,000
KOL ISRAEL HAVERIM- ALLIANCE: THE CENTER FOR JEWISH SOCIAL LEADERSHIP -
$160,000
KOLECH - RELIGIOUS WOMEN'S FORUM - $30,000
LANDMARKS (TSYUNEI DERECH) - $40,000
M.A.A-ARAB SINGLE MOTHER'S IN ISRAEL - $12,000
MACHON TARANY AYELET HASACHAR - $50,000
MAOZ - $250,000
MASORTI (CONSERVATIVE) MOVEMENT - $80,000
MATZMICHIM - $75,000
MELITZ CENTERS FOR JEWISH-ZIONIST EDUCATION - $50,000
NALAGA'AT - $25,000
NEEMANEI TORA VEAVODA - $226,000
NETANYA FOUNDATION - $7,000
OLIM BEYAHAD - $195,000
ORANIM ACADEMIC COLLEGE - $200,000
PANIM: FOR JEWISH RENAISSANCE IN ISRAEL - $10,000
PROJECT KESHER ISRAEL - $30,000
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 78
73229104-01-17
2
Schedule I (Form 990)
Schedule I (Form 990) Page
Part IV Supplemental Information
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
RAMBAM MEDICAL CENTER, HEALTH CARE CAMPUS - $28,000
RASHUT HARABIM - $75,000
REUT GROUP- FROM VISION TO REALITY - $250,000
RUACH CHADASHA (NEW SPIRIT) - $100,000
SCHECHTER INSTITUTE OF JEWISH STUDIES - $28,000
SHAARE ZEDEK MEDICAL CENTER, CANCER MEDICINE DEPARTMENT - $47,000
SHAHAF FOUNDATION - $75,000
SHALOM HARTMAN INSTITUTE - $130,000
SHALVA - THE ISRAEL ASSOCIATION FOR CARE AND INCLUSION OF PERSONS WITH
DISABILITIES - $100,000
SHEATUFIM - $325,000
SHISHI SHABBAT YISRAELI - $30,000
SIKKUY: THE ASSOCIATION FOR THE ADVANCEMENT OF CIVIC EQUALITY -
$163,000
SOCIAL GUARD - $90,000
SOCIETY FOR ADVANCEMENT OF EDUCATION, JERUSALEM - $110,000
TECH SQUARE LTD. - $75,000
TEVA IVRI - $94,000
THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC. - $598,000
THE ARAB CENTER FOR ALTERNATIVE PLANNING - $75,000
THE HOTLINE FOR REFUGEES AND MIGRANTS - $50,000
THE ISRAEL ASSOCIATION OF COMMUNITY CENTERS, LTD. - $6,000
THE ISRAEL MOVEMENT FOR PROGRESSIVE JUDAISM - $84,000
THE JERUSALEM INTERCULTURAL CENTER - $100,000
THE JEWISH AGENCY FOR ISRAEL (PROGRAMS IN FORMER SOVIET UNION) -
$2,673,000
THE JEWISH AGENCY FOR ISRAEL (OTHER PROGRAMS) - $1,925,000
THE JEWISH PEOPLE POLICY INSTITUTE - $100,000
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 79
73229104-01-17
2
Schedule I (Form 990)
Schedule I (Form 990) Page
Part IV Supplemental Information
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
THE JOINT COUNCIL OF PRE-ARMY LEADERSHIP DEVELOPMENT PROGRAMS -
$133,000
THE NACHSHONIM ASSOCIATION - $25,000
THE NATIONAL COUNCIL OF MISSION-DRIVEN COMMUNITIES IN ISRAEL - $10,000
THE SHALDAG FOUNDATION - $335,000
TISHKOFET - $69,000
UNISTREAM - $10,000
VALUE SPORTS - $105,000
WORKING AND STUDYING YOUTH - $150,000
WORLD ORT - $400,000
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 80
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
732111 10-17-17
For certain Officers, Directors, Trustees, Key Employees, and HighestCompensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.Open to Public
InspectionAttach to Form 990.
| Go to www.irs.gov/Form990 for instructions and the latest information.Employer identification number
Yes No
1a
b
1b
2
2
3
4
a
b
c
4a
4b
4c
Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
5a
5b
6a
6b
7
8
9
a
b
6
a
b
7
8
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2017
||
Name of the organization
Check the appropriate 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.
First-class or charter travel
Travel for companions
Housing allowance or residence for personal use
Payments for business use of personal residence
Tax indemnification and gross-up payments
Discretionary spending account
Health or social club dues or initiation fees
Personal services (such as, maid, chauffeur, chef)
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~~~~~~~~~~~
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors,
trustees, and officers, including the CEO/Executive Director, regarding the items checked on line 1a? ~~~~~~~~~~~~
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.
Compensation committee
Independent compensation consultant
Form 990 of other organizations
Written employment contract
Compensation survey or study
Approval by the board or compensation committee
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:
Receive a severance payment or change-of-control payment?
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
Participate in, or receive payment from, an equity-based compensation arrangement?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
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:
The organization?
Any related organization?
If "Yes" on line 5a or 5b, describe in Part III.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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:
The organization?
Any related organization?
If "Yes" on line 6a or 6b, describe in Part III.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed payments
not described on lines 5 and 6? If "Yes," describe in Part III
Were any amounts reported on Form 990, Part VII, paid or accrued 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
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in
Regulations section 53.4958-6(c)? ���������������������������������������������
LHA
SCHEDULE J(Form 990)
Part I Questions Regarding Compensation
Compensation Information
2017
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
X XX XX X
XX
X
XX
XX
X
X
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 81
732112 10-17-17
2
Part II Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Note:
(B) (C) (D) (E) (F)
(i) (ii) (iii) (A)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
Schedule J (Form 990) 2017
Schedule J (Form 990) 2017 Page
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 aren't listed on Form 990, Part VII.
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.
Breakdown of W-2 and/or 1099-MISC compensation Retirement andother deferredcompensation
Nontaxablebenefits
Total of columns(B)(i)-(D)
Compensationin column (B)
reported as deferredon prior Form 990
Basecompensation
Bonus &incentive
compensation
Otherreportable
compensation
Name and Title
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
(1) ERIC S. GOLDSTEIN 546,000. 0. 6,000. 291,000. 41,000. 884,000. 0.CHIEF EXECUTIVE OFFICER 0. 0. 0. 0. 0. 0. 0.(2) IRVIN A. ROSENTHAL 421,000. 0. 78,000. 41,000. 42,000. 582,000. 65,000.CHIEF FINANCIAL OFFICER 0. 0. 0. 0. 0. 0. 0.(3) ELLEN R. ZIMMERMAN 327,000. 0. 5,000. 34,000. 18,000. 384,000. 0.SECRETARY/GEN'L COUNSEL & CCO 0. 0. 0. 0. 0. 0. 0.(4) MARK MEDIN 476,000. 0. 4,000. 129,000. 40,000. 649,000. 0.EXEC. VICE PRESIDENT - FRD 0. 0. 0. 0. 0. 0. 0.(5) GRAHAM CANNON 314,000. 0. 3,000. 10,000. 42,000. 369,000. 0.CHIEF MARKETING OFFICER 0. 0. 0. 0. 0. 0. 0.(6) DEBORAH JOSELOW 307,000. 0. 3,000. 35,000. 37,000. 382,000. 0.CHIEF PLANNING OFFICER 0. 0. 0. 0. 0. 0. 0.(7) LOUISA CHAFEE 278,000. 0. 1,000. 8,000. 2,000. 289,000. 0.SENIOR VICE PRESIDENT 0. 0. 0. 0. 0. 0. 0.(8) STUART TAUBER 260,000. 0. 39,000. 14,000. 43,000. 356,000. 31,000.VICE PRESIDENT, REGIONS 0. 0. 0. 0. 0. 0. 0.(9) COLIN AMBROSE 406,000. 469,000. 2,000. 9,000. 37,000. 923,000. 0.CHIEF INVESTMENT OFFICER 0. 0. 0. 0. 0. 0. 0.(10) DEVANA COHEN 252,000. 103,000. 0. 8,000. 22,000. 385,000. 0.DIRECTOR, INVESTMENTS 0. 0. 0. 0. 0. 0. 0.(11) JENNIFER GROSS 281,000. 0. 2,000. 9,000. 4,000. 296,000. 0.VICE PRESIDENT, AFFINITY CAMPAIGN 0. 0. 0. 0. 0. 0. 0.(12) WILLIAM SAMERS 251,000. 0. 1,000. 7,000. 46,000. 305,000. 0.VP, PLANNED GIVING & ENDOWNMENTS 0. 0. 0. 0. 0. 0. 0.(13) WENWEN LI 169,000. 74,000. 0. 8,000. 46,000. 297,000. 0.DIRECTOR, INVESTMENTS 0. 0. 0. 0. 0. 0. 0.(14) JOHN S. RUSKAY 167,000. 0. 0. 0. 0. 167,000. 0.EXEC. VICE PRES. & CEO (FORMER) 0. 0. 0. 0. 0. 0. 0.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
82
732113 10-17-17
3
Part III Supplemental Information
Schedule J (Form 990) 2017
Schedule J (Form 990) 2017 Page
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.
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
PART I, LINE 4B:
SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PARTICIPATION-
ERIC S. GOLDSTEIN - $283,000 ACCRUED DURING THE PERIOD JULY 1,2017 - JUNE
30,2018. MR. GOLDSTEIN MUST REMAIN IN THE EMPLOY OF UJA UNTIL JANUARY 15,
2020 OR EARLIER IN THE EVENT OF DEATH, DISABILITY OR INVOLUNTARY SEPARATION
OF SERVICE FROM UJA.
OTHER EMPLOYEES:
THE FOLLOWING EMPLOYEES MUST REMAIN IN THE EMPLOY OF UJA UNTIL AGE 65 TO
REALIZE THE FOLLOWING BENEFITS ACCRUED DURING THE PERIOD JULY 1, 2017 -
JUNE 30, 2018 AND REFLECTED IN SCHEUDLE J, PART II, COLUMN C:
DEBORAH JOSELOW - $21,000
IRVIN A. ROSENTHAL - $19,000
MARK MEDIN - $13,000
ELLEN R. ZIMMERMAN - $11,000
GRAHAM CANNON - $2,000
JENNIFER GROSS - $1,000
WILLIAM SAMERS - $100
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
83
732113 10-17-17
3
Part III Supplemental Information
Schedule J (Form 990) 2017
Schedule J (Form 990) 2017 Page
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.
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
THE FOLLOWING EMPLOYEE MUST REMAIN IN THE EMPLOY OF UJA UNTIL SEPTEMBER 30,
2019 IN ORDER TO RECEIVE THE FOLLOWING BENEFIT REFLECTED IN SCHEDULE J,
PART II, COLUMN C: MARK MEDIN - $100,000
PART II, LINE 2:
MR. ROSENTHAL'S BASE COMPENSATION INCLUDED ON FORM W-2 FOR THE 2017
CALENDAR YEAR WAS $434,000. MR. ROSENTHAL PARTICIPATES IN A SUPPLEMENTAL
NON-QUALIFIED RETIREMENT PLAN (THE PLAN) UNDER INTERNAL REVENUE CODE
SECTION 457(F). UNDER THE PLAN, MR. ROSENTHAL ACCRUED SUPPLEMENTAL
RETIREMENT BENEFITS THAT VESTED WHEN HE REACHED 65, PROVIDED HE WAS THEN
EMPLOYED BY UJA. THE COST OF THE EXPECTED BENEFIT WAS ACCRUED EACH YEAR ON
A GAAP BASIS AND REFLECTED IN UJA'S AUDITED FINANCIAL STATEMENTS AND FORM
990 FILINGS AND WAS REFLECTED IN MR. ROSENTHAL'S COMPENSATION AS REPORTED
IN THOSE FORM 990 FILINGS. HAVING SATISFIED THE PLAN'S AGE AND EMPLOYMENT
REQUIREMENTS IN SEPTEMBER 2015, MR. ROSENTHAL'S BENEFIT VESTED. THE
ACTUARIALLY CALCULATED TAXABLE BENEFIT OF $65,000 WAS INCLUDED IN HIS FORM
W-2 FOR CALENDAR YEAR 2017. UNDER THE TERMS OF THE PLAN, MR. ROSENTHAL
RECEIVED A DISTRIBUTION OF $36,000 IN NOVEMBER 2017, REPRESENTING THE
INCOME TAXES AND PAYROLL TAXES DUE ON THE VESTED BENEFIT. THE REMAINING
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
84
732113 10-17-17
3
Part III Supplemental Information
Schedule J (Form 990) 2017
Schedule J (Form 990) 2017 Page
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.
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
BENEFIT, INCLUDING FUTURE ACCRUALS TO BE EARNED UNDER THE PLAN, WILL BE
PAID TO MR. ROSENTHAL AT THE TERMINATION OF EMPLOYMENT BY UJA, EXCEPT THAT
THE INCOME TAXES AND PAYROLL TAXES DUE ON SUCH FUTURE ACCRUALS WILL BE PAID
ANNUALLY.
MR. TAUBER'S BASE COMPENSATION INCLUDED ON FORM W-2 FOR THE 2017 CALENDAR
YEAR WAS $272,000. MR. TAUBER PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED
RETIREMENT PLAN (THE PLAN) UNDER INTERNAL REVENUE CODE SECTION 457(F).
UNDER THE PLAN, MR. TAUBER ACCRUED SUPPLEMENTAL RETIREMENT BENEFITS THAT
VESTED WHEN HE REACHED 65, PROVIDED HE WAS THEN EMPLOYED BY UJA. THE COST
OF THE EXPECTED BENEFIT WAS ACCRUED EACH YEAR ON A GAAP BASIS AND REFLECTED
IN UJA'S AUDITED FINANCIAL STATEMENTS AND FORM 990 FILINGS AND WAS
REFLECTED IN MR. TAUBER'S COMPENSATION AS REPORTED IN THOSE FORM 990
FILINGS. HAVING SATISFIED THE PLAN'S AGE AND EMPLOYMENT REQUIREMENTS IN
APRIL 2017, MR. TAUBER'S BENEFIT VESTED. THE ACTUARIALLY CALCULATED TAXABLE
BENEFIT OF $31,000 WAS INCLUDED IN HIS FORM W-2 FOR CALENDAR YEAR 2017.
UNDER THE TERMS OF THE PLAN, MR. TAUBER RECEIVED A DISTRIBUTION OF $16,000
IN DECEMBER 2017, REPRESENTING THE INCOME TAXES AND PAYROLL TAXES DUE ON
THE VESTED BENEFIT. THE REMAINING BENEFIT, INCLUDING FUTURE ACCRUALS TO BE
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
85
732113 10-17-17
3
Part III Supplemental Information
Schedule J (Form 990) 2017
Schedule J (Form 990) 2017 Page
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.
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
EARNED UNDER THE PLAN, WILL BE PAID TO MR. TAUBER AT THE TERMINATION OF
EMPLOYMENT BY UJA, EXCEPT THAT THE INCOME TAXES AND PAYROLL TAXES DUE ON
SUCH FUTURE ACCRUALS WILL BE PAID ANNUALLY.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
86
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
Does the organization maintain adequate books and records to support the final allocation of proceeds?
732121 10-18-17
SCHEDULE K(Form 990) | Complete if the organization answered "Yes" on Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI. Open to PublicInspection| Attach to Form 990. | Go to www.irs.gov/Form990 for instructions and the latest information.
Employer identification number
Part I Bond Issues
(a) (b) (c) (d) (e) (f) (g) (h) (i)
Yes No Yes No Yes No
A
B
C
D
Part II Proceeds
A B C D
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
Yes No Yes No Yes No Yes No
Part III Private Business Use
A B C D
1
2
Yes No Yes No Yes No Yes No
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule K (Form 990) 2017
Defeased On behalfof issuer
Name of the organization
Issuer name Issuer EIN CUSIP # Date issued Issue price Description of purpose Pooledfinancing
Amount of bonds retired
Amount of bonds legally defeased
������������������������������
�������������������������
Total proceeds of issue
Gross proceeds in reserve funds
�������������������������������
��������������������������
Capitalized interest from proceeds �������������������������
Proceeds in refunding escrows ��������������������������
Issuance costs from proceeds
Credit enhancement from proceeds
Working capital expenditures from proceeds
���������������������������
������������������������
��������������������
Capital expenditures from proceeds
Other spent proceeds
Other unspent proceeds
Year of substantial completion
������������������������
�������������������������������
������������������������������
���������������������������
Were the bonds issued as part of a current refunding issue? ������������
Were the bonds issued as part of an advance refunding issue?
Has the final allocation of proceeds been made?
�����������
������������������
����
Was the organization a partner in a partnership, or a member of an LLC,
which owned property financed by tax-exempt bonds? ���������������
Are there any lease arrangements that may result in private business use of
bond-financed property? ������������������������������
LHA
Supplemental Information on Tax-Exempt Bonds2017
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
NYC INDUSTRIAL DEVELOPMENT AGENCY 13-2906040 649438JF6 05/30/12 25,382,000.CURRENT REFUNDING ISSUE X X X
BUILD NYC RESOURCE CORP. 45-4040561 12008ECW4 08/14/14 31,258,000.CURRENT REFUNDING ISSUE X X X
25,382,000. 31,258,000.
382,000. 563,000.
14,000.
X XX X
X XX X
X X
X X
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
87
732122 10-18-17
2
Part III Private Business Use
A B C D
3a
b
c
d
Yes No Yes No Yes No Yes No
4
5
6
7
8
9
a
b
c
Part IV Arbitrage
A B C D
1
2
3
4
Yes No Yes No Yes No Yes No
a
b
c
a
b
c
d
e
Schedule K (Form 990) 2017
(Continued)
Are there any research agreements that may result in private business use of bond-financed property?
Schedule K (Form 990) 2017 Page
Are there any management or service contracts that may result in private
business use of bond-financed property? �����������������������
If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside
counsel to review any management or service contracts relating to the financed property?
If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside
counsel to review any research agreements relating to the financed property? �����
Enter the percentage of financed property used in a private business use by
entities other than a section 501(c)(3) organization or a state or local government �� | % % % %
Enter the percentage of financed property used in a private business use as a result of
unrelated trade or business activity carried on by your organization, another
section 501(c)(3) organization, or a state or local government ������������ | % % % %
Total of lines 4 and 5 ��������������������������������� % % % %
Does the bond issue meet the private security or payment test? ������������
Has there been a sale or disposition of any of the bond-financed property to a non-
governmental person other than a 501(c)(3) organization since the bonds were issued?
If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed
of ������������������������������������������ % % % %
If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections
1.141-12 and 1.145-2? ��������������������������������
Has the organization established written procedures to ensure that all nonqualified
bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ���������������������
Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and
Penalty in Lieu of Arbitrage Rebate? �������������������������
If "No" to line 1, did the following apply? �����������������������
Rebate not due yet?
Exception to rebate?
���������������������������������
���������������������������������
No rebate due? ������������������������������������
If "Yes" to line 2c, provide in Part VI the date the rebate computation was
performed ��������������������������������������
Is the bond issue a variable rate issue? ������������������������
Has the organization or the governmental issuer entered into a qualified
hedge with respect to the bond issue? ������������������������
Name of provider �����������������������������������
Term of hedge
Was the hedge superintegrated?
Was the hedge terminated?
������������������������������������
���������������������������
�����������������������������
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
X X
X X
X X
X X
X X
X X
X XX XX X
X X
X X
732123 10-18-17
3
Part IV Arbitrage
A B C D
Yes No Yes No Yes No Yes No
a
b
c
d
5
6
7
Part V Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Part VI Supplemental Information.
Schedule K (Form 990) 2017
(Continued)Schedule K (Form 990) 2017 Page
Were gross proceeds invested in a guaranteed investment contract (GIC)? ������
Name of provider
Term of GIC
�����������������������������������
�������������������������������������
Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied?
Were any gross proceeds invested beyond an available temporary period? ������
Has the organization established written procedures to monitor the requirements of
section 148? �������������������������������������
Has the organization established written procedures to ensure that violations of
federal tax requirements are timely identified and corrected through the voluntary
closing agreement program if self-remediation isn't available under applicable
regulations? �������������������������������������
Provide additional information for responses to questions on Schedule K. See instructions
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
X X
X X
X X
X X
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
Loan to orfrom the
organization?
732131 10-18-17
(Form 990 or 990-EZ) | Complete if the organization answered "Yes" on Form 990, Part IV, line 25a, 25b, 26, 27, 28a,28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Open To PublicInspection
| Attach to Form 990 or Form 990-EZ. | Go to www.irs.gov/Form990 for instructions and the latest information.
Employer identification number
1 (b) (d) (a) (c)
Yes No
2
3
(a) (c) (e) (g) (h) (i) (d) (b) (f)
Yes No Yes No Yes No
Total
(b) (a) (c) (d) (e)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule L (Form 990 or 990-EZ) 2017
Approvedby board orcommittee?
Writtenagreement?
Relationshipwith organization
Name of the organization
(section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
Relationship between disqualifiedperson and organization
Corrected?Name of disqualified person Description of transaction
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under
section 4958 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
$
$Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ~~~~~~~~~~~~~~~~
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a or Form 990, Part IV, line 26; or if the organization
reported an amount on Form 990, Part X, line 5, 6, or 22.
Name ofinterested person
Purposeof loan
Originalprincipal amount
Indefault?
Balance due
To From
���������������������������������������� | $
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
Relationship betweeninterested person and
the organization
Name of interested person Amount ofassistance
Type ofassistance
Purpose ofassistance
LHA
SCHEDULE L
Part I Excess Benefit Transactions
Part II Loans to and/or From Interested Persons.
Part III Grants or Assistance Benefiting Interested Persons.
Transactions With Interested Persons2017
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 90
732132 10-18-17
2
(e) (a) (b) (c) (d)
Yes No
Schedule L (Form 990 or 990-EZ) 2017
Schedule L (Form 990 or 990-EZ) 2017 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.Sharing of
organization'srevenues?
Name of interested person Relationship between interestedperson and the organization
Amount oftransaction
Description oftransaction
Provide additional information for responses to questions on Schedule L (see instructions).
Part IV Business Transactions Involving Interested Persons.
Part V Supplemental Information
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
THE JEWISH WEEK COMMON DIRECTORS 451,000.ADVTG/SUBSC X
BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS
DIRECTORS BILLIE GOLD AND JACOB W. DOFT ARE DIRECTORS OF THE JEWISH
WEEK BOARD.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 91
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
732141 09-07-17
Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Open To PublicInspection
Attach to Form 990.
Go to www.irs.gov/Form990 for the latest information.Employer identification number
(a) (b) (c) (d)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
29
Yes No
30
31
32
33
a
b
30a
31
32a
a
b
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule M (Form 990) 2017
Name of the organization
Check ifapplicable
Number ofcontributions or
items contributed
Noncash contributionamounts reported on
Form 990, Part VIII, line 1g
Method of determiningnoncash contribution amounts
Art - Works of art
Art - Historical treasures
Art - Fractional interests
~~~~~~~~~~~~~
~~~~~~~~~
~~~~~~~~~~
Books and publications
Clothing and household goods
~~~~~~~~~~
~~~~~~
Cars and other vehicles
Boats and planes
Intellectual property
~~~~~~~~~~
~~~~~~~~~~~~~
~~~~~~~~~~~
Securities - Publicly traded
Securities - Closely held stock
~~~~~~~~
~~~~~~~
Securities - Partnership, LLC, or
trust interests
Securities - Miscellaneous
~~~~~~~~~~~~~~
~~~~~~~~
Qualified conservation contribution -
Historic structures
Qualified conservation contribution - Other
~~~~~~~~~~~~
~
Real estate - Residential
Real estate - Commercial
Real estate - Other
~~~~~~~~~
~~~~~~~~~
~~~~~~~~~~~~
Collectibles
Food inventory
Drugs and medical supplies
Taxidermy
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~~~~~~~~
Historical artifacts
Scientific specimens
Archeological artifacts
~~~~~~~~~~~~
~~~~~~~~~~~
~~~~~~~~~~
Other ( )
Other ( )
Other ( )
Other ( )
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 ~~~~
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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," describe the arrangement in Part II.
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions? ~~~~~~
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," describe in Part II.
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.
LHA
SCHEDULE M(Form 990)
Part I Types of Property
Noncash Contributions2017J
J J
JJJJ
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
X 1 36,000.PRICE PAID TO ARTIST
X 304 8,644,000.SELLING PRICE
X 2 669,000.FMV/SELLING PRICE
ISRAEL BONDS X 8 369,000.FACE VALUE
2
X
X
X
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 92
732142 09-07-17
2
Schedule M (Form 990) 2017
Schedule M (Form 990) 2017 Page
Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organizationis reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also completethis part for any additional information.
Part II Supplemental Information.
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
SCHEDULE M, LINE 32B:
PART I:
THE ORGANIZATION UTILIZES INDEPENDENT BROKERS TO SELL SECURITIES
CONTRIBUTED TO THE ORGANIZATION.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 93
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
732211 09-07-17
Complete to provide information for responses to specific questions onForm 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.
(Form 990 or 990-EZ)
Open to PublicInspection
Employer identification number
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule O (Form 990 or 990-EZ) (2017)
Name of the organization
LHA
SCHEDULE O Supplemental Information to Form 990 or 990-EZ 2017UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
HEALTH, HUMAN-SERVICE, EDUCATIONAL, & COMMUNITY-BUILDING INSTITUTIONS),
& MORE THAN 300 OTHER ORGANIZATIONS. UJA'S GOVERNMENT ADVOCACY HELPS
SECURE TENS OF MILLIONS OF DOLLARS ANNUALLY FOR SERVICES PROVIDED BY
ITS NONPROFIT PARTNERS, BENEFITING NEW YORKERS IN NEED. UJA DELIVERS
STRATEGIC SOLUTIONS TO EMERGING ISSUES AFFECTING THE JEWISH AND BROADER
COMMUNITY BY COMMISSIONING RESEARCH AND CONVENING EXPERTS ACROSS
DISCIPLINES. WITH INDUSTRY-LEADING EXPERIENCE IN COMMUNITY PLANNING,
UJA FUNDS IMPORTANT COMMUNITY PROGRAMS, LAUNCHES R&D PROJECTS, &
QUICKLY MOBILIZES TO OFFER A JEWISH RESPONSE TO HUMANITARIAN CRISES IN
NEW YORK, ISRAEL & NEARLY 70 COUNTRIES AROUND THE WORLD.
FORM 990, PART III, PROGRAM SERVICE ACCOMPLISHMENTS, LINES 4A & 4B:
THE MISSION AREAS AND PROGRAM SERVICE ACCOMPLISHMENTS DESCRIBED IN 4A
AND 4B OF PART III ARE INTERTWINED, AND MANY OF UJA'S GRANTS ACCOMPLISH
PROGRAM GOALS IN BOTH CATEGORIES. THIS IS TRUE FOR BOTH UNRESTRICTED
CORE OPERATING SUPPORT GRANTS MADE TO ORGANIZATIONS WHOSE ACTIVITIES
ADVANCE BOTH THE "CARING" AND "JEWISH LIFE" ASPECTS OF UJA'S MISSION
AND TARGETED GRANTS THAT SUPPORT SPECIFIC PROGRAMS OR ACTIVITIES (E.G.,
PROGRAMS ADDRESSING MARGINALIZED POPULATIONS ["CARING"] IN THE JEWISH
COMMUNITY ["JEWISH LIFE"]). IN RESPONDING TO CHANGING PRIORITIES AND
EVOLVING NEEDS, UJA REGULARLY ADJUSTS THE LENS THROUGH WHICH IT
CATEGORIZES ITS PROGRAM ACTIVITIES AND ASSIGNS GRANTS TO A SPECIFIC
MISSION AREA; THESE CHANGES MAY AFFECT THE RELATIVE AMOUNTS OF PROGRAM
SERVICE ACCOMPLISHMENTS CATEGORIZED AS "CARING" OR "JEWISH LIFE."
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 94
732212 09-07-17
2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2017)
Schedule O (Form 990 or 990-EZ) (2017) Page
Name of the organization UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:
AND TRAINING OF VOLUNTEERS WHO SERVE CLIENTS AT DOZENS OF NONPROFITS.
IN ADDITION, UJA SUPPORTS PROGRAMS IN ISRAEL AND IN NEARLY 70 OTHER
COUNTRIES AROUND THE WORLD THAT PROVIDE BASIC HUMAN SERVICES AND ENABLE
IMMIGRATION TO ISRAEL BY JEWS LIVING IN AT-RISK COMMUNITIES. IN THE
AFTERMATH OF NATURAL DISASTERS IN THE US AND ABROAD, AND TERRORISM AND
WARS IN ISRAEL AND ELSEWHERE, UJA, THROUGH ITS NONPROFIT PARTNERS,
ASSISTS VICTIMS, PROVIDES TRAUMA RELIEF TO INDIVIDUALS AND COMMUNITIES,
AND WORKS TO BUILD RESILIENCE.
FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS:
AT JEWISH DAY SCHOOLS AND SCHOLARSHIPS FOR ISRAEL EXPERIENCE PROGRAMS
AND JEWISH SUMMER DAY AND OVERNIGHT CAMPS, ALL IMPORTANT PLATFORMS FOR
POSITIVE JEWISH EXPERIENCE AND ENGAGEMENT. RECOGNIZING THAT ISRAEL IS
FUNDAMENTAL TO THE JEWISH PAST, PRESENT, AND FUTURE, UJA ALSO HELPS
JEWS WHO CHOOSE TO IMMIGRATE TO ISRAEL. IN ADDITION, UJA INVESTS IN
STRENGTHENING ISRAELI CIVIL SOCIETY TO PROMOTE AN INCLUSIVE,
DEMOCRATIC, AND THRIVING JEWISH STATE. IN BOTH ISRAEL AND NEW YORK, UJA
SUPPORTS COMMUNITY RELATIONS ORGANIZATIONS THAT PROMOTE EQUALITY AND
MUTUAL RESPECT AMONG DIVERSE POPULATIONS AND STRENGTHEN RELATIONSHIPS
BETWEEN JEWS AND THE BROADER COMMUNITY, ADVOCATING AROUND ISSUES OF
COMMON CAUSE.
FORM 990, PART VI, SECTION A, LINE 2:
FAMILY AND BUSINESS RELATIONSHIPS AMONG OFFICERS, DIRECTORS AND KEY
EMPLOYEES:
KAREN R. ADLER, DIRECTOR AND LAURENCE GREENWALD, DIRECTOR - FAMILY
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 95
732212 09-07-17
2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2017)
Schedule O (Form 990 or 990-EZ) (2017) Page
Name of the organization UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
RELATIONSHIP
GARY CLAAR, DIRECTOR AND MICHAEL E. OLSHAN, DIRECTOR - BUSINESS
RELATIONSHIP
JACOB W. DOFT, DIRECTOR AND SUZANNE R. DOFT, DIRECTOR - FAMILY RELATIONSHIP
MARTINE FLEISHMAN, DIRECTOR AND NICOLE FLEISHMAN, EMPLOYEE - FAMILY
RELATIONSHIP
LAURIE E. GIRSKY, DIRECTOR AND STEPHEN J. GIRSKY, DIRECTOR - FAMILY
RELATIONSHIP
ROBERT S. KAPITO, DIRECTOR/CHAIR AND ABIGAIL G. GELLER, DIRECTOR - BUSINESS
RELATIONSHIP
ROBERT S. KAPITO, DIRECTOR/CHAIR AND SUZANNE F. PECK, DIRECTOR - BUSINESS
RELATIONSHIP
MICHAEL R. LAX, DIRECTOR AND SUSAN P. LAX, DIRECTOR - FAMILY RELATIONSHIP
ALISA F. LEVIN, DIRECTOR AND CHARLES M. NATHAN, DIRECTOR - FAMILY
RELATIONSHIP
GREGORY S. LYSS, DIRECTOR AND DAVID L. MOORE, GENERAL CAMPAIGN
CHAIR/DIRECTOR - BUSINESS RELATIONSHIP
GREGORY S. LYSS, DIRECTOR AND SIMON ZIFF, DIRECTOR - BUSINESS RELATIONSHIP
WILLIAM L. MACK, DIRECTOR AND ALAN S. BERNIKOW, DIRECTOR - BUSINESS
RELATIONSHIP
JEFFREY M. STERN, DIRECTOR AND PETER K. STERN, DIRECTOR - FAMILY
RELATIONSHIP
FORM 990, PART VI, SECTION A, LINE 4:
SUMMARY OF BY-LAW AMENDMENTS ADOPTED 9/28/17:
A CORRECTION WAS MADE TO THE BY-LAWS ADOPTED ON 6/13/17 TO REFLECT THAT
COMMITTEE MEMBERS HAVE A 6-YEAR TERM LIMIT (RATHER THAN A 4-YEAR TERM LIMIT
AS NOTED IN THE 6/13/17 BY-LAWS).
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 96
732212 09-07-17
2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2017)
Schedule O (Form 990 or 990-EZ) (2017) Page
Name of the organization UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
FORM 990, PART VI, SECTION B, LINE 11B:
DESCRIPTION OF PROCESS FOR REVIEW OF FORM 990:
INITIALLY, FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD AND
RECOMMENDED FOR APPROVAL BY THE EXECUTIVE COMMITTEE. THE DRAFT DOCUMENT IS
THEN DISTRIBUTED TO, REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE.
AFTER OBTAINING EXECUTIVE COMMITTEE APPROVAL, FORM 990 IS DISTRIBUTED
ELECTRONICALLY TO ALL BOARD MEMBERS PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12C:
UJA'S STANDARDS & CONFLICTS COMMITTEE MONITORS AND ENFORCES COMPLIANCE WITH
THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. IN ADDITION, UJA'S ETHICAL
GUIDELINES OUTLINE PROCEDURES FOR ENFORCEMENT IN INSTANCES WHERE CONFLICTS
OF INTEREST EXIST.
FORM 990, PART VI, SECTION B, LINE 15:
PURSUANT TO ITS BYLAWS, UJA HAS A COMPENSATION COMMITTEE, COMPOSED OF
INDEPENDENT OFFICERS OF THE ORGANIZATION. THE COMMITTEE REVIEWS AND
APPROVES THE COMPENSATION OF THE MOST HIGHLY COMPENSATED EXECUTIVES OF UJA.
THE COMPENSATION COMMITTEE RETAINS AN INDEPENDENT COMPENSATION CONSULTANT
TO PROVIDE COMPARABILITY DATA FOR ITS CONSIDERATION IN ORDER TO DEMONSTRATE
THE REASONABLENESS OF THE RECOMMENDED COMPENSATION FOR THE SENIOR
EXECUTIVES OF UJA. THE DELIBERATIONS AND VOTES OF THE COMPENSATION
COMMITTEE ARE CONTEMPORANEOUSLY RECORDED IN MINUTES OF THE COMMITTEE; THOSE
MINUTES ARE CIRCULATED TO AND APPROVED BY THE MEMBERS OF THE COMPENSATION
COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19:
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 97
732212 09-07-17
2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2017)
Schedule O (Form 990 or 990-EZ) (2017) Page
Name of the organization UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
UJA'S CONFLICT OF INTEREST POLICY, ETHICAL GUIDELINES AND FINANCIAL
STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON ITS WEBSITE AND BY REQUEST.
THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART VII, COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY
EMPLOYEES - AVERAGE HOURS PER WEEK:
LAY LEADERSHIP DEVOTES A SIGNIFICANT AMOUNT OF TIME TO THE AFFAIRS OF
UJA. AS THE ORGANIZATION DOES NOT MAINTAIN A SYSTEM FOR TRACKING
VARIOUS HOURS WORKED BY THESE NON-COMPENSATED INDIVIDUALS, NO AVERAGE
HOURS PER WEEK WERE INDICATED FOR THESE LISTED DIRECTORS AND/OR
OFFICERS.
FOR COMPENSATED PROFESSIONAL STAFF LISTED AS OFFICERS, KEY EMPLOYEES,
OR HIGHEST COMPENSATED EMPLOYEES, AVERAGE HOURS PER WEEK WERE BASED
UPON THE ORGANIZATION'S STANDARD OF 35 HOURS PER WEEK FOR PAYROLL
REPORTING PURPOSES. THESE INDIVIDUALS ARE SALARIED EMPLOYEES AND ARE
NOT REQUIRED TO MAINTAIN OR SUBMIT TIME SHEETS, ALTHOUGH ALL OF THEM
GENERALLY WORK IN EXCESS OF 35 HOURS PER WEEK.
FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS:
IMPUTED RENTAL INCOME 15,318,000.
POSTRETIREMENT BENEFIT CHANGES NOT INCLUDED IN NET PERIODIC
BENEFIT COST 206,000.
TOTAL TO FORM 990, PART XI, LINE 9 15,524,000.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 98
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
Section 512(b)(13)
controlled
entity?
732161 09-11-17
SCHEDULE R(Form 990) Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990. Open to PublicInspection| Go to www.irs.gov/Form990 for instructions and the latest information.
Employer identification number
Part I Identification of Disregarded Entities.
(a) (b) (c) (d) (e) (f)
Identification of Related Tax-Exempt Organizations. Part II
(a) (b) (c) (d) (e) (f) (g)
Yes No
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule R (Form 990) 2017
|
|
Name of the organization
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
Name, address, and EIN (if applicable)of disregarded entity
Primary activity Legal domicile (state or
foreign country)
Total income End-of-year assets Direct controllingentity
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related tax-exemptorganizations during the tax year.
Name, address, and EINof related organization
Primary activity Legal domicile (state or
foreign country)
Exempt Codesection
Public charitystatus (if section
501(c)(3))
Direct controllingentity
LHA
Related Organizations and Unrelated Partnerships
2017
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
UJA-FED PROPERTIES, INC. - 13-4043266130 EAST 59TH STREET REAL ESTATE HOLDINGNEW YORK, NY 10022 COMPANY NEW YORK 501(C)(2) UJA XU F PROPERTY CORP. - 51-0188274130 EAST 59TH STREET REAL ESTATE HOLDINGNEW YORK, NY 10022 COMPANY NEW YORK 501(C)(2) UJA XFEDERATION THRIFT SHOP, INC. - 13-2854418130 EAST 59TH STREET SCHEDULE A,NEW YORK, NY 10022 PUBLIC CHARITY NEW YORK 501(C)(3) LINE 10 UJA XJEWISH COMMUNAL FUND - 23-7174183575 MADISON AVENUE SCHEDULE A, SEE SCHEDULE R,NEW YORK, NY 10022 PUBLIC CHARITY NEW YORK 501(C)(3) LINE 7 PART VII X
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
99
Section 512(b)(13)
controlled
organization?
73222204-01-17
Part II Continuation of Identification of Related Tax-Exempt Organizations
(a) (b) (c) (d) (e) (f) (g)
Yes No
Schedule R (Form 990)
Name, address, and EINof related organization
Primary activity Legal domicile (state or
foreign country)
Exempt Codesection
Public charitystatus (if section
501(c)(3))
Direct controllingentity
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
THE CAROLINE AND JOSEPH S. GRUSS LIFEMONUMENT FUNDS, INC. - 13-3573461, 45 SCHEDULE A, SEE SCHEDULE R,BROADWAY, SUITE 3050, NEW YORK, NY 10006 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12B PART VII XBLAU FAMILY FOUNDATION - 13-3386869130 EAST 59TH STREET SCHEDULE A, SEE SCHEDULE R,NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE DANIEL AND THALIA FEDERBUSH SUPPORTINGFOUNDATION - 13-3386873, 130 EAST 59TH SCHEDULE A, SEE SCHEDULE R,STREET, NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XSAUL & IRIS KATZ FAMILY FOUNDATION -13-3652757, 130 EAST 59TH STREET, NEW YORK, SCHEDULE A, SEE SCHEDULE R,NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE LEVY FAMILY FOUNDATION - 13-3499576130 EAST 59TH STREET SCHEDULE A, SEE SCHEDULE R,NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE CHUCK GOLDMAN FAMILY SUPPORTINGFOUNDATION - 13-3458302, 130 EAST 59TH SCHEDULE A, SEE SCHEDULE R,STREET, NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE DUBIN FAMILY FOUNDATION - 13-3863354130 EAST 59TH STREET SCHEDULE A, SEE SCHEDULE R,NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE ROBERT & MARILYN FRIEDSON FOUNDATION -13-3801041, 130 EAST 59TH STREET, NEW YORK, SCHEDULE A, SEE SCHEDULE R,NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE SIDNEY AND MIRIAM LOEWY FRIENDFOUNDATION - 13-3801851, 130 EAST 59TH SCHEDULE A, SEE SCHEDULE R,STREET, NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE WILLIAM AND ELEANOR GREENBLATT FAMILYFOUNDATION - 13-3792270, 130 EAST 59TH SCHEDULE A, SEE SCHEDULE R,STREET, NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE JOAN & JEROME R. JAKUBOVITZ FOUNDATION -13-3797217, 130 EAST 59TH STREET, NEW YORK, SCHEDULE A, SEE SCHEDULE R,NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE DORIS AND ISAAC MOINESTER FOUNDATION -13-3797662, 130 EAST 59TH STREET, NEW YORK, SCHEDULE A, SEE SCHEDULE R,NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII X
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
100
Section 512(b)(13)
controlled
organization?
73222204-01-17
Part II Continuation of Identification of Related Tax-Exempt Organizations
(a) (b) (c) (d) (e) (f) (g)
Yes No
Schedule R (Form 990)
Name, address, and EINof related organization
Primary activity Legal domicile (state or
foreign country)
Exempt Codesection
Public charitystatus (if section
501(c)(3))
Direct controllingentity
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
THE RICHARD C. AND LISA N. PERRY FOUNDATION- 13-3864962, 130 EAST 59TH STREET, NEW SCHEDULE A, SEE SCHEDULE R,YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE SELTZER FAMILY FOUNDATION - 13-3799971130 EAST 59TH STREET SCHEDULE A, SEE SCHEDULE R,NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE JEANNETTE R. & SIDNEY L. SOLOMONFOUNDATION - 13-3852165, 130 EAST 59TH SCHEDULE A, SEE SCHEDULE R,STREET, NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE JOEL & ORA BENTON, MONROE BENTONMEMORIAL FOUNDATION - 13-3927715, 130 EAST SCHEDULE A, SEE SCHEDULE R,59TH STREET, NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE MARC AND HARRIET SUVALL FOUNDATION -13-3978407, 130 EAST 59TH STREET, NEW YORK, SCHEDULE A, SEE SCHEDULE R,NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE CASLOW FAMILY FOUNDATION - 13-4008908130 EAST 59TH STREET SCHEDULE A, SEE SCHEDULE R,NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE FRIDSON FAMILY FOUNDATION - 13-4082250130 EAST 59TH STREET SCHEDULE A, SEE SCHEDULE R,NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE BUNIM FUND - 13-4091263130 EAST 59TH STREET SCHEDULE A, SEE SCHEDULE R,NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE FREDMAN LICHTENSTEIN FAMILY FOUNDATION -13-4131687, 130 EAST 59TH STREET, NEW YORK, SCHEDULE A, SEE SCHEDULE R,NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE KROLL KIDS FOUNDATION - 80-0005380130 EAST 59TH STREET SCHEDULE A, SEE SCHEDULE R,NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE DAVID AND JUDY FLEISCHER FOUNDATION -03-0433540, 130 EAST 59TH STREET, NEW YORK, SCHEDULE A, SEE SCHEDULE R,NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE ERIC AND TAMAR GOLDSTEIN FOUNDATION -16-1647207, 130 EAST 59TH STREET, NEW YORK, SCHEDULE A, SEE SCHEDULE R,NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII X
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
101
Section 512(b)(13)
controlled
organization?
73222204-01-17
Part II Continuation of Identification of Related Tax-Exempt Organizations
(a) (b) (c) (d) (e) (f) (g)
Yes No
Schedule R (Form 990)
Name, address, and EINof related organization
Primary activity Legal domicile (state or
foreign country)
Exempt Codesection
Public charitystatus (if section
501(c)(3))
Direct controllingentity
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
THE TAMEAD FOUNDATION - 56-2305424130 EAST 59TH STREET SCHEDULE A, SEE SCHEDULE R,NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE WANDERER FAMILY FOUNDATION - 59-3814958130 EAST 59TH STREET SCHEDULE A, SEE SCHEDULE R,NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE ZIFF HERITAGE FOUNDATION - 51-0599051130 EAST 59TH STREET SCHEDULE A, SEE SCHEDULE R,NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE BARON DE HIRSCH FUND - 13-5562971130 EAST 59TH STREET SCHEDULE A, SEE SCHEDULE R,NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE SOL AND MILDRED LEDERMAN FOUNDATION -27-4349693, 130 EAST 59TH STREET, NEW YORK, SCHEDULE A, SEE SCHEDULE R,NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE P.J. FOUNDATION - 13-3864963130 EAST 59TH STREET SCHEDULE A, SEE SCHEDULE R,NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII XTHE ROSE & ISIDOR NAGOR & ANNETTE & ABRAHAMLEVINE FOUNDATION - 13-3925666, 130 EAST SCHEDULE A, SEE SCHEDULE R,59TH STREET, NEW YORK, NY 10022 SUPPORTING ORGANIZATION NEW YORK 501(C)(3) LINE 12A PART VII X
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
102
Disproportionate
allocations?
Legaldomicile(state orforeigncountry)
General ormanagingpartner?
Section512(b)(13)controlled
entity?
Legal domicile(state orforeigncountry)
732162 09-11-17
2
Identification of Related Organizations Taxable as a Partnership. Part III
(a) (b) (c) (d) (e) (f) (g) (h) (i) (j) (k)
Yes No Yes No
Identification of Related Organizations Taxable as a Corporation or Trust. Part IV
(a) (b) (c) (d) (e) (f) (g) (h) (i)
Yes No
Schedule R (Form 990) 2017
Predominant income(related, unrelated,
excluded from tax undersections 512-514)
Schedule R (Form 990) 2017 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more relatedorganizations treated as a partnership during the tax year.
Name, address, and EINof related organization
Primary activity Direct controllingentity
Share of totalincome
Share ofend-of-year
assets
Code V-UBIamount in box20 of ScheduleK-1 (Form 1065)
Percentageownership
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more relatedorganizations treated as a corporation or trust during the tax year.
Name, address, and EINof related organization
Primary activity Direct controllingentity
Type of entity(C corp, S corp,
or trust)
Share of totalincome
Share ofend-of-year
assets
Percentageownership
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
225 FOURTH COMPANY HOLDINGLLC - 13-3935925, 130 EAST59TH STREET, NEW YORK, NY10022 REAL ESTATE NY N/A UNRELATED -96,000. X N/A X 25.00%
NETWORK ADVANTAGE INSURANCE, LTD -77-7777777, 44 CHURCH STREET, HAMILTON, CAPTIVE INSURANCEBERMUDA HM12 COMPANY BERMUDA N/A C CORP 11,091,000. 63,524,000. 100.00% X
CHARITABLE REMAINDERCHARITABLE REMAINDER TRUSTS (30) TRUSTS NY N/A X
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
103
732163 09-11-17
3
Part V Transactions With Related Organizations.
Note: Yes No
1
a
b
c
d
e
f
g
h
i
j
k
l
m
n
o
p
q
r
s
(i) (ii) (iii) (iv) 1a
1b
1c
1d
1e
1f
1g
1h
1i
1j
1k
1l
1m
1n
1o
1p
1q
1r
1s
2
(a) (b) (c) (d)
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2017
Schedule R (Form 990) 2017 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
Receipt of interest, annuities, royalties, or rent from a controlled entity ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Gift, grant, or capital contribution to related organization(s)
Gift, grant, or capital contribution from related organization(s)
Loans or loan guarantees to or for related organization(s)
Loans or loan guarantees by related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Dividends from related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Sale of assets to related organization(s)
Purchase of assets from related organization(s)
Exchange of assets with related organization(s)
Lease of facilities, equipment, or other assets to related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Lease of facilities, equipment, or other assets from related organization(s)
Performance of services or membership or fundraising solicitations for related organization(s)
Performance of services or membership or fundraising solicitations by related organization(s)
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Sharing of paid employees with related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Reimbursement paid to related organization(s) for expenses
Reimbursement paid by related organization(s) for expenses
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other transfer of cash or property to related organization(s)
Other transfer of cash or property from related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
��������������������������������������������������������
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.
Name of related organization Transactiontype (a-s)
Amount involved Method of determining amount involved
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
XXX
XX
XXXXX
XX
XXX
XX
XX
THE CAROLINE & JOSEPH S. GRUSS LIFE MONUMENT FUNDS, INC. B 3,519,000.GRANTS MADE
JEWISH COMMUNAL FUND C 21,706,000.GRANTS RECEIVED
THE JOEL & ORA BENTON, MONROE BENTON MEMORIAL FOUNDATION C 836,000.GRANTS RECEIVED
THE ERIC AND TAMAR GOLDSTEIN FOUNDATION C 192,000.GRANTS RECEIVED
THE TAMEAD FOUNDATION C 168,000.GRANTS RECEIVED
THE DAVID AND JUDY FLEISCHER FOUNDATION C 110,000.GRANTS RECEIVED
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
104
73222504-01-17
Part V Continuation of Transactions With Related Organizations
(d)(a) (b) (c)
(7)
(8)
(9)
(10)
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
(19)
(20)
(21)
(22)
(23)
(24)
Schedule R (Form 990)
(Schedule R (Form 990), Part V, line 2)
Method of determiningamount involved
Transactiontype (a-r)
Amount involvedName of other organization
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
THE JEANNETTE R. & SIDNEY L. SOLOMON FOUNDATION C 60,000.GRANTS RECEIVED
NETWORK ADVANTAGE INSURANCE LTD. F 600,000.DIVIDENDS RECEIVED
JEWISH COMMUNAL FUND Q 3,084,000.ACTUAL EXPENSE AMOUNTS
UJA-FED PROPERTIES, INC. Q 600,000.ACTUAL EXPENSE AMOUNTS
THE JEWISH WOMEN'S FOUNDATION OF NEW YORK, INC. Q 489,000.ACTUAL EXPENSE AMOUNTS
THE ERIC AND TAMAR GOLDSTEIN FOUNDATION R 241,000.ACTUAL CASH TRANSFERS
THE JEWISH WOMEN'S FOUNDATION OF NEW YORK, INC. R 189,000.ACTUAL CASH TRANSFERS
THE TAMEAD FOUNDATION R 90,000.ACTUAL CASH TRANSFERS
CHARITABLE REMAINDER TRUSTS (2) S 2,277,000.ACTUAL CASH TRANSFERS
JEWISH COMMUNAL FUND S 1,321,000.ACTUAL CASH TRANSFERS
225 FOURTH COMPANY HOLDING LLC S 325,000.ACTUAL CASH TRANSFERS
THE MARC AND HARRIET SUVALL FOUNDATION S 100,000.ACTUAL CASH TRANSFERS
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
105
Are allpartners sec.
501(c)(3)orgs.?
Dispropor-tionate
allocations?
General ormanagingpartner?
732164 09-11-17
Yes No Yes No Yes N
4
Part VI Unrelated Organizations Taxable as a Partnership.
(a) (b) (c) (d) (e) (f) (g) (h) (i) (j) (k)
o
Schedule R (Form 990) 2017
Predominant income(related, unrelated,
excluded from tax undersections 512-514)
Code V-UBIamount in box 20of Schedule K-1
(Form 1065)
Schedule R (Form 990) 2017 Page
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.
Name, address, and EINof entity
Primary activity Legal domicile(state or foreign
country)
Share oftotal
income
Share ofend-of-year
assets
Percentageownership
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721
106
732165 09-11-17
5
Schedule R (Form 990) 2017
Schedule R (Form 990) 2017 Page
Provide additional information for responses to questions on Schedule R. See instructions.
Part VII Supplemental Information.
UNITED JEWISH APPEAL-FEDERATION OFJEWISH PHILANTHROPIES OF NEW YORK, INC. 51-0172429
SCHEDULE R, PART II, COLUMN (F) - DIRECT CONTROLLING ENTITY
THE RELATED TAX-EXEMPT ORGANIZATIONS IN PART II INCLUDE THE JEWISH
COMMUNAL FUND ("JCF"), A DONOR ADVISED FUND OF WHICH UJA IS THE SOLE
MEMBER, THE CAROLINE AND JOSEPH S. GRUSS LIFE MONUMENT FUNDS ("GRUSS
FUNDS"), AND 30 OTHER SUPPORTING ORGANIZATIONS. ALTHOUGH JCF, THE
GRUSS FUNDS, AND THE OTHER 30 SUPPORTING ORGANIZATIONS MEET THE
DEFINITION OF A CONTROLLED ENTITY UNDER INTERNAL REVENUE CODE SECTION
512(B)(13),UJA, JCF, AND THE GRUSS FUNDS DO NOT BELIEVE THAT THE ASSETS
OF JCF AND THE GRUSS FUNDS ARE AVAILABLE TO MEET THE OBLIGATIONS OF
UJA. SIMILARLY, ALTHOUGH UJA NAMES A MAJORITY OF THE DIRECTORS OF EACH
OF THE 30 OTHER SUPPORTING ORGANIZATIONS AND ALTHOUGH UJA AND ITS
NETWORK AGENCIES RECEIVED APPROXIMATELY 38.8% AND 5.8%, RESPECTIVELY,
OF THE TOTAL GRANTS MADE BY THESE SUPPORTING ORGANIZATIONS DURING THE
FIVE YEAR PERIOD ENDED JUNE 30, 2018, THE DIRECTORS OF THE SUPPORTING
ORGANIZATIONS HAVE AN INDEPENDENT FIDUCIARY DUTY TO THE ORGANIZATIONS.
AS A RESULT, UJA BELIEVES THAT THE ASSETS OF THESE SUPPORTING
ORGANIZATIONS ARE NOT AVAILABLE TO MEET THE OBLIGATIONS OF UJA.
10190515 351535 B510172429 2017.05060 UNITED JEWISH APPEAL-FEDERA B5101721 107