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 $



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


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


XX

X

X

X

X

X

X

X

X

X

X

X

XX

X

X

XX

X

X

X

X

X

X

X


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


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


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


X

X

X

X

XX

XX

X

X

X

X

XX

XX

X

X

X

X

XX

X

X

X

X


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


a

b

10a

10b


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)


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


6110

X

492X

XX

XBERMUDA

XX

X

XX

X1

XX

X


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)


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


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


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)


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


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.


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


(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


Name and title Reportablecompensation

from the




Estimatedamount of

othercompensation


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


(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


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


(A) (B) (C) (D) (E) (F)

(continued)Form 990

Name and title Average hours per

week(list any

hours forrelated


Position (check all that apply)


from the




Estimatedamount of

othercompensation


organizations

Total to Part VII, Section A, line 1c ��

Part VII


(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.


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


(A) (B) (C) (D) (E) (F)

(continued)Form 990


week(list any

hours forrelated




from the




Estimatedamount of

othercompensation


organizations


Part VII


(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.


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


(A) (B) (C) (D) (E) (F)

(continued)Form 990


week(list any

hours forrelated




from the




Estimatedamount of

othercompensation


organizations


Part VII


(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.


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


(A) (B) (C) (D) (E) (F)

(continued)Form 990


week(list any

hours forrelated




from the




Estimatedamount of

othercompensation


organizations


Part VII


(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.


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


(A) (B) (C) (D) (E) (F)

(continued)Form 990


week(list any

hours forrelated




from the




Estimatedamount of

othercompensation


organizations


Part VII


(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.


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


(A) (B) (C) (D) (E) (F)

(continued)Form 990


week(list any

hours forrelated




from the




Estimatedamount of

othercompensation


organizations


Part VII


(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.


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


(A) (B) (C) (D) (E) (F)

(continued)Form 990


week(list any

hours forrelated




from the




Estimatedamount of

othercompensation


organizations


Part VII


(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.


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


(A) (B) (C) (D) (E) (F)

(continued)Form 990


week(list any

hours forrelated




from the




Estimatedamount of

othercompensation


organizations


Part VII


(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.


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


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.


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.


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


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.


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


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


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.


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


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


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


(iv) Is the organization listedin your governing document?

OMB No. 1545-0047


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


X


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


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


(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



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.


Unrelated business taxable income

(less section 511 taxes) from businesses

acquired after June 30, 1975


(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



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.


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," answer 10b below.(Use Schedule C, Form 4720, to

determine whether the organization had excess business holdings.)


(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



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


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.


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



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.



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



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



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



732028 10-06-17

8



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.


SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME:

MISCELLANEOUS INCOME


OMB No. 1545-0047


732041 11-09-17

(Form 990 or 990-EZ)For Organizations Exempt From Income Tax Under section 501(c) and section 527


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



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


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.


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



OMB No. 1545-0047


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.


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.


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


2075,000.

1,352,000.21,983,000.

X

X


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

~~~~~

��


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.


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.


(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.


(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.) |


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.


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


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


(This must equal Form 990, Part I, line 12.)

(This must equal Form 990, Part I, line 18.)


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


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


~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~

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:

~~~~~~~~~~~~~~~~~~~~~~~~~~


Prior year adjustments

Other losses


~~~~~~~~~~~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~

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


~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~

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.


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:


732055 10-09-17

5


(continued)Schedule D (Form 990) 2017 Page Part XIII Supplemental Information


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.


OMB No. 1545-0047


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


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


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


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 �� |


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)




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



43

732074 10-06-17

4

1

2

3

4

5

6


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)


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


X

X

X

X

X

X


732075 10-06-17

5



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


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,


732075 10-06-17

5



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.



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.


OMB No. 1545-0047


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


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



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.


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.


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



732084 04-01-17

4

Schedule G (Form 990 or 990-EZ)

(continued)Schedule G (Form 990 or 990-EZ) Page




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.



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)


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


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.


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



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


52

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


53

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


54

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


55

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


56

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


57

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


58

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


59

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


60

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


61

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


62

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


63

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


64

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


65

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


66

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


67

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


68

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


69

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


70

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


71

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


72

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


73

73224104-01-17


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





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


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.


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)


75

73229104-01-17

2


Schedule I (Form 990) Page



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


73229104-01-17

2





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


73229104-01-17

2





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


73229104-01-17

2





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


73229104-01-17

2





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


OMB No. 1545-0047


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

||


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


X XX XX X

XX

X

XX

XX

X

X


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


(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.


82

732113 10-17-17

3

Part III Supplemental Information



Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.


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


83

732113 10-17-17

3






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


84

732113 10-17-17

3






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


85

732113 10-17-17

3






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.


86

OMB No. 1545-0047


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.


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


For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule K (Form 990) 2017

Defeased On behalfof issuer


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


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


87

732122 10-18-17

2

Part III Private Business Use

A B C D

3a

b

c

d


4

5

6

7

8

9

a

b

c

Part IV Arbitrage

A B C D

1

2

3

4


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?

��

��

��


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


a

b

c

d

5

6

7

Part V Procedures To Undertake Corrective Action

A B C D


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


X X

X X

X X

X X

OMB No. 1545-0047


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.


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


(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

�� | $


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



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.



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.


OMB No. 1545-0047


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


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


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


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.


SCHEDULE M, LINE 32B:

PART I:

THE ORGANIZATION UTILIZES INDEPENDENT BROKERS TO SELL SECURITIES

CONTRIBUTED TO THE ORGANIZATION.


OMB No. 1545-0047


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)



For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule O (Form 990 or 990-EZ) (2017)


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."


732212 09-07-17

2


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


732212 09-07-17

2





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).


732212 09-07-17

2





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:


732212 09-07-17

2





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.


OMB No. 1545-0047


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.


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, 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


foreign country)

Exempt Codesection

Public charitystatus (if section

501(c)(3))

Direct controllingentity

LHA

Related Organizations and Unrelated Partnerships

2017


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


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)



foreign country)

Exempt Codesection


501(c)(3))



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


100

Section 512(b)(13)

controlled

organization?

73222204-01-17


(a) (b) (c) (d) (e) (f) (g)

Yes No




foreign country)

Exempt Codesection


501(c)(3))



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


101

Section 512(b)(13)

controlled

organization?

73222204-01-17


(a) (b) (c) (d) (e) (f) (g)

Yes No




foreign country)

Exempt Codesection


501(c)(3))



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


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.


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.


Primary activity Direct controllingentity

Type of entity(C corp, S corp,

or trust)

Share of totalincome

Share ofend-of-year

assets

Percentageownership


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


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)



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


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


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), Part V, line 2)

Method of determiningamount involved

Transactiontype (a-r)

Amount involvedName of other organization


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


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


Predominant income(related, unrelated,

excluded from tax undersections 512-514)

Code V-UBIamount in box 20of Schedule K-1

(Form 1065)



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



106

732165 09-11-17

5



Provide additional information for responses to questions on Schedule R. See instructions.

Part VII Supplemental Information.


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.


990 under section 501(c), 527, or 4947(a)(1) of the

Documents