Return of Organization Exempt From Income Tax OMB No 1545-M Form 990 Under section 501(c ), 527, or 4947( a)(1) of the Internal Revenue Code ( except black lung 2006 benefit trust or private foundation ) Department of the Treasury Open to Public Internal Revenue Ser ic,P ► The org anization may have to use a copy of this return to satisfy state reporting require ments. Inspection A For the 2t*J6 calendar year , or tax year beginning JUN 1 2 006 and en 2007 B check it C Name of organization D Employer identification number applicable Please use IRS Address label or change pnntor I TED JEWISH FOUNDATION D ochange type Number and street (or P.O. See box if mail is not delivered to street address) Room/suite E Telephone number ^retum Specific 6735 TELEGRAPH ROAD ( 248 ) 642-4260 Final instruc- return Lions City or town, state or country, and ZIP + 4 F Accounting method Cash ® Accrual 0 Amended return LOOMFIELD HILLS, MI 48301 Application • pending Section 501(c )( 3) organizations and 4947 ( a)(1) nonexempt charitable trusts H and I are not applicable to section 527 organizations. must attach a completed Schedule A (Form 990 or 990-EZ). H(a) Is this a group return for affiliates? Yes ® No H(b) If Yes, enter number of affiliates' N/A J Organization type (check only one 501(c)( 3 ) 14 (insert no) U 4947(a)(1) or U H(c) Are all affiliates included? N/A DYes No (If "No; attach a list.) K Check here L if the organization is not a 509(a)(3) supporting organization gross ► and its H(d) Is this a separate return filed by an or- receipts are normally not more than $25,000. A return is not required, but if the organization ganization covered by a group ruling? [----]Yes ®No chooses to file a return, be sure to file a complete return. I Group Exemption Number' N/A M Check ► L_J if the organization is not required to attach L Gross receipts: Add lines 6b, 8b, 9b, and 10b to line 12 ► 40,494,984. Sch. B (Form 990, 990-EZ, or 990-PF). Part I Revenue. Expenses, and Changes in Net Assets or Fund Balances 1 Contributions, gifts, grants, and similar amounts received: a Contributions to donor advised funds la 20 , 013 , 071. It Direct public support ( not included on line 1a) lb 9 597 , 832. c Indirect public support ( not included on line 1a) 1c d Government contributions ( grants ) ( not included on line la) 1d e Total (add lines la through 1d ) (cash $ 12,946 , 736. noncash $ 16,664 ,167. ) le 29 , 610 , 903. 2- Program service revenue including government fees and contracts ( from Part VII, line 93) 2 222 , 567. 3 Membership dues and assessments 3 4 Interest on savings and temporary cash investments 4 509 , 412. 5 Dividends and interest from securities 5 5 948 , 352. 6 a Gross rents SEE STATEMENT 1 6a 718 , 189. " b Less: rental expenses SEE STATEMENT 2 6b 5 9 6 9 71. _ _ c Net rental income or ( loss). Subtract line 6b from line 6a Sc 121 , 218. 7 Other investment income ( describe ► 7 8 a Gross amount from sales of assets other (A) Securities ( B ) Other cc than inventory 8a b Less: cost or other basis and sales expenses 8b c Gain or (loss ) (attach schedule) 8c d Net gain or (loss ). Combine line 8c, columns (A) and ( B) 8d 804 , 974. Special events and activities 9 (attach schedule). If any amount is from gaming , check here ► 0 a Gross revenue (not including $ of contributions reported on line III) ga b Less: direct expenses other than fundraising expenses 9b c Net income or (loss) from special events. Subtract line 9b from line 9a 9c 10 a Gross sales of inventory, less returns and allowances 10a b Less: cost of goods sold 10b c Gross profit or ( loss) from sales of inventory (attach schedule). Subtra f 10c 11 Other revenue ( from Part VII, line 103) F REGE „b 11 2 , 680 , 587. 12 Total revenue . Add lines 1e 2 3 4 5 6c 7 8d , 9c 10c and 11 01 12 39 898 013 . y 13 Program services ( from line 44, column ( B)) 13 3 5 3 0 9 241 . 14 Management and general ( from line 44, column (C)) O Q^C 14 1 545 556 . a 15 Fundraising ( from line 44, column ( D)) 15 1 254 648 . 16 Payments to affiliates attach schedule W ( ) O DEN s 16 17 Total expenses . Add lines 16 and 44 , column (A) 17 38 109 445 . 18 Excess or (deficit ) for the year. Subtract line 17 from line 12 18 1 788 (!1 568 . 0N 19 Net assets or fund balances at beginning of year (from line 73, column (A)) 19 316 830 038 . Z u) 20 Other changes in net assets or fund balances (attach explanation ) SEE STATEMENT 3 20 36 832 485 . 21 Net assets or fund balances at end of year. Combine lines 18, 19, and 20 21 355 , 451 091 . 01.18 07 LHA For Privacy Act and Paperwork Reduction Act Notice , see the separate instructions . Form 990 (2006) Form 990 2006) UNITED JEWISH FOUNDATION 38-1360585 Page 2 Part II Statement of All organizations must complete column (A). Columns (B), (C), and (D) are required for section 501(c)(3) Functional Expenses and (4) organizations and section 4947(a)(1) nonexempt charitable trusts but optional for others. Do not includc&amounts reported on line (B) Program (A) Total (C) Management (D) Fundraising 64, 8b, 9b, 10b, or 16 of Part I services and general 22a Grants paid from donor advised funds (attach schedule)
(cash $ 0 . noncash $ 0. 1
If this amount includes foreign grants, check here ► El 2a 22b Other grants and allocations (attach schedule STATEMENT 6. (cash $ 3 0 8 5 0 9 9 9 noncash $ 0. If this amount includes foreign grants, check here ► 0 22b 30 , 850 , 999. 30 , 850 , 999 23 Specific assistance to individuals (attach schedule). 23 24 Benefits paid to or for members (attach schedule) _ 24 25a Compensation of current officers, directors, key
employees, etc. listed in Part V-A STMT 5 25a 531 , 193. 0. 209 , 069. 322 , 124. b Compensation of former officers, directors, key employees, etc. listed in Part V-B 25b 0. 0. 0. 0. c Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) 5c 26 Salanes and wages of employees not included on lines 25a, b, and c . _ 26 27 Pension plan contributions not included on lines 25a, b, and c _ 27 28 Employee benefits not included on lines 25a•27 28 29 Payroll taxes _ 29 30 Professional fundraising fees 30 31 Accounting fees 31 59 , 947. 59 , 947. 32 Legal fees _ 32 21 , 182. 21 , 182. 33 Supplies 33 172. 17 2 . 34 Telephone 34 35 Postage and shipping _ _ 35 1 , 378. 1 , 378. 36 Occupancy . .. 36 670 328. 644 126. 26 , 202. 37 Equipment rental and maintenance 37
38 Printing and publications 38 12 , 583. 12 , 583. 39 Travel 39
40 Conferences, conventions, and meetings 40 40 , 158. 40 , 158. 41 Interest _ 41 330 819. 324 185. 6 , 634. 42 Depreciation, depletion, etc (attach schedule) 42 3 397 , 058. 3 376 , 663. 20 , 395. 43 Other expenses not covered above (itemize): a 43a b 43b c 43c d 43d e 43e f 43f
g SEE STATEMENT 4 43 2 , 193 , 628. 113 268. 1 1 147 , 836. 932 524. 44 Total functional expenses . Add lines 22a through 43g. (Organizations completing columns (B)-(D),
carry these totals to lines 13 -15) 44 38 109 445. 35 309 241. 1 , 545 , 556. 1 , 254 , 648. Joint Costs. Check ► U if you are following SOP 98-2. Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? ► 0 Yes ® No If 'Yes, enter ( i) the aggregate amount of these joint costs $ N/A ; (ii) the amount allocated to Program services $ N/A ( iii) the amount allocated to Management and general $ N/A ; and ( iv) the amount allocated to Fundraising $ N/A 01323-07 Form 990 (2006) Form 990 (2006) UNITED JEWISH FOUNDATION 38-1360585 Page 3 Part III Statement of Program Service Accomplishments (seethe instructions)
Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization. s How the public perceives an organization in such cases may be determined by the information presented on its return Therefore, please make sure the return is complete4' and accurate and fully describes, in Part III, the organization's programs and accomplishments.
What is the organization's primary exempt purpose? ► SEE STATEMENT 7 Program Service Expenses (Required for 501(c)(3) All organizations must describe their exempt purpose achievements in a clear and concise manner. State the number of and (4) orgs., and clients served, publications issued, etc. Discuss achievements that are not measurable (Section 501(c)(3) and (4) 4947(a)(1) trusts; but organizations and 4947(a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others) optional for others.) a DISTRIBUTION OF ASSETS TO SUPPORT VARIOUS CHARITABLE ORGANIZATIONS
(Grants and allocations $ 14 2 7 4 012. If this amount includes foreig n grants , check here ► 0 14 , 274 , 012. b DISTRIBUTION OF ASSETS TO THE JEWISH FEDERATION'S ANNUAL CAMPAIGN AND TO OTHER QUALIFIED 501 ( C )( 3 ) ORGANIZATIONS SERVING THE JEWISH COMMUNITY LOCALLY , NATIONALLY , & OVERSEAS
(Grants and allocations $ 16 , 5 7 6 , 9 8 7 . ) If this amount includes foreign grants, check here Q 16 , 576 , 987. c OTHER PROGRAM SERVICES
(Grants and allocations $ If this amount includes foreign g rants , check here ► 3 , 861 , 271. d EXPENSES RELATED TO RENTAL OF OFFICE SPACE TO TAX-EXEMPT JEWISH ORGANIZATIONS
(Grants and allocations $ If this amount includes foreig n grants , check here ► El 596 , 971. e Other program services (attach schedule) Grants and allocations $ If this amount includes forei g n grants, check here ► f Total of Program Service Expenses (should equal line 44, column (B), Program services) ► 35,309,241. Form 990 (2006)
623021 01-18-07 Form 990(2006 UNITED JEWISH FOUNDATION 38-1360585 Page 4 Part IV Balance Sheets (See the instructions.) Note: When- required, attached schedules and amounts within the description column (A) (B) should be fc end-of-year amounts only Begi nning of year E nd of year
45 Cash - non-interest-bearing 45 46 Savings and temporary cash investments , ,__• 20 , 2 6 9, 809. 46 22 , 653 , 111.
47 a Accounts receivable - • 47a b Less: allowance for doubtful accounts 47b 47c
48 a Pledges receivable 48a 16 396 , 629e b Less: allowance for doubtful accounts 48b 1 , 962 , 774. 15, 903, 412. 48c 14 , 433 , 855. 49 Grants receivable 49 50 a Receivables from current and former officers, directors, trustees, and key employees _ STATEMENT • 8 142 , 000. 50a 142 , 000. b Receivables from other disqualified persons (as defined under section 4958(0(1)) and persons described in section 4958(c)(3 (B) Sob 51 a Other notes and loans receivable 51a b Less: allowance for doubtful accounts 51b 51c 52 Inventones for sale or use - 52 53 Prepaid expenses and deferred charges 130 , 266. 53 1 , 966 , 843. 54 a Investments - publicly-traded securities - ► 0 Cost 0 FMV 54a b Investments - other securities TMT E] Cost ® FMV 227 , 804 , 007. 54b 265 , 933 , 745. 55 a Investments - land, buildings, and equipment: basis - - - 55a 4 , 479 , 831.
b Less: accumulated depreciation 55b 4 654 831 . -5-5c- 4 , 479 , 831. 56 Investments - other -- SEE STATEMENT. 9. 806 , 806. 56 807 , 768. 57 a Land, buildings, and equipment: basis - 57a 111 , 818 , 899. b Less. accumulated depreciation -- 57b 41 , 364 , 6 2 5. 67 , 219 , 972. 57c 70 , 454 , 274. 58 Other assets, including program-related investments (describe ► SEE STATEMENT 10 ) 13 , 208 , 182. 58 13 , 744 , 789. 59 Total assets must equal line 74 Add lines 45 through 58 350 , 139 , 285. 59 394 , 616 , 216. 60 Accounts payable and accrued expenses - - -- 254 , 050. 60 344 , 809. 61 Grants payable 61 62 Deferred revenue 62 63 Loans from officers, directors, trustees, and key employees 63 9 64 a Tax-exempt bond liabilities - - - - _•_ 1 , 200 , 000. 64a 1 , 000 , 000. b Mortgages and other notes payable -- - STMT 1.1 2 , 993 , 507. 64b 2 , 823 , 838. 65 Other liabilities (describe ► SEE STATEMENT 12 ) 28 , 861 , 690. 65 34 , 996 , 478.
66 Total liabilities. Add lines 60 through 65 33 , 309 , 247. 66 3 9 16 5 125. Organizations that follow SFAS 117, check here ► ® and complete lines 67 through 69 and lines 73 and 74. 67 Unrestricted 171 , 087 , 280. 67 190 , 231 , 808. m 68 Temporarily restricted -- 29 , 947 , 621. 68 40 , 743 , 203. m 69 Permanently restricted 115 , 795 , 137. 69 124 , 476 , 080. Organizations that do not follow SFAS 117, check here ► 0 and LL complete lines 70 through 74. „)U0 70 Capital stock, trust principal, or current funds 70 71 Paid-in or capital surplus, or land, building, and equipment fund 71 y • < 72 Retained earnings, endowment, accumulated income, or other funds 72 Z 73 Total net assets or fund balances . Add lines 67 through 69 or lines 70 through 72. (Column (A) must equal line 19 and column (B) must equal line 21) - 316 , 830 , 038. _ 73 355 , 451 , 091. 74 Total liabilities and net assets/fund balances. Add lines 66 and 73 350 , 139 , 285. 74 394 , 616 , 216. Form 990 (2006)
623031 01-20-07 Form 990 2006) UNITED JEWISH FOUNDATION 38-1360585 Page 5 Part IV-A Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (See the instructions.)
a Total revenuer gains, and other support per audited financial statements a 92 323 675. b Amounts included on line a but not on Part I, line 12: 1 Net unrealized gains on investments - - - b 1l 130 907 393. 2 Donated services and use of facilities b2 3 Recoveries of prior year grants b3 4 Other (specify): SEE STATEMENT 14 b4 20 921 298 . Add lines b1 through b4 b 51 , 828 . 691. c Subtract line b from line a c 40 , 494 . 984. d Amounts included on Part I, line 12, but not on line a: 1 Investment expenses not included on Part I, line 6b - - d1 2 Other (specify): RENTAL EXPENSE d2 -596 , 971. Add lines d1 and d2 d - 596 1 971. e Total revenue Part I line 12) . Add lines c and d e -40 8 9 8 013 . Part IV- B Reconciliation of Expenses per Audited Financial Statements With Expenses per Return a Total expenses and losses per audited financial statements - - - a 46 , 636 , 973. b Amounts included on line a but not on Part I, line 17: 1 Donated services and use of facilities b1 2 Prior year adjustments reported on Part I, line 20 b2 3 Losses reported on Part I, line 20 b3 4 Other (specify)- SEE STATEMENT 15 b4 11 , 401 , 227. Add lines bi through b4 - - b 11 401 227. c Subtract line b from line a c 35 , 235 746. d Amounts included on Part 1, line 17, but not on line a: 1 Investment expenses not included on Part 1, line 6b dl 2 Other (specify): JFMD FUNDRAISING /ADMIN. EXP d2 2 , 873 , 699. - Add lines di and d2 d 2 , 873 , 699. e Total ex penses Part I line 17) . Add lines c and d e 38 , 109 445. 1`F'art'y-A^ current VTticers, ulrectors, I rustees, and Key tmpioyees (List each person who was an officer, director, trustee, or kev emDlovee at any time dunna the year even if they were not compensated ) (See the instructions) (B) Title and average hours (C) Compensation (D)Contributions to (E) Expense (A) Name and address per week devoted to If not aid , enter ployee benefit account and p plans 8 deferred p osition ( -0-. ) compensation plans other allowances ROBERT ARONSON EO 6735 TELEGRAPH ROAD BLOOMFIELD HILLS , MI 48301 14.00 170 517. 40,976. 2 , 139. ANDREW ECHT CHIEF DEVEL. OFFICER 6735 TELEGRAPH ROAD____ BLOOMFIELD HILLS , MI 48301 20.00 95 , 644. 12 , 694. 154. HOWARD NEISTEIN CHIEF ADMIN. OFFICER 6735 TELEGRAPH ROAD BLOOMFIELD HILLS , MI 48301 20.00 93 , 144. 7 , 061. 394. DOROTHY BENYAS CFO 6735 TELEGRAPH ROAD ------BLOOMFIELD HILLS , MI 48301 20.00 93 , 144. 15 , 069. 257. SEE -STATEMENT-24 _ _ ------0.00 0. 0. 0. ------
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Form 990 (2006)
623041 01-18-07 Form 990 (2006) UNITED JEWISH FOUNDATION 38-1360585 Paae 6 Part V-A Current Officers, Directors , Trustees , and Key Employees (continued) Yes No 75 a Enter the total number of officers, directors , and trustees permitted to vote on organization business at board meetings .v...... ► 77 b Are any officers , directors , trustees , or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I , or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II - B, related to each other through family or business relationships? If "Yes," attach a statement that identifies the individuals and explains the relationship(s) SEE STATEMENT - 17 75b X c Do any officers , directors , trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or 11-B , receive compensation from any other organizations , whether tax exempt or taxable, that are related to the organization ? See the instructions for the definition of "related organization ." SEE STATEMENT 18 75c X If "Yes," attach a statement that includes the information described in the instructions d Does the organization have a written conflict of interest policy? 75d X Part V- B Former Officers. Directors . Trustees, and Kev Emalovees That Received Compensation or Other Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits (described below) during the year, list that person below and enter the amount of compensation or other benefits in the appropriate column. See the instructions) (C) Compensation ( D) Contributions to (E) Expense employee benefit (A) Name and address ( B) Loans and Advances ( if not paid , plans & deferred account and NONE enter -0 -) nom ensat,on sans other allowances ------
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------Part VI Other Information (See the instructions) Yes No 76 Did the organization make a change in its activities or methods of conducting activities ? If "Yes," attach a detailed statement of each change - - 76 X 77 Were any changes made in the organizing or governing documents but not reported to the IRS" 77 X If "Yes ," attach a conformed copy of the changes. 78 a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? - 78a X b If "Yes ," has it filed a tax return on Form 990-T for this year? 78b X 79 Was there a liquidation , dissolution, termination , or substantial contraction during the year? If "Yes," attach a statement 79 X 80 a Is the organization related (other than by association with a statewide or nationwide organization) through common - membership, governing bodies , trustees , officers, etc , to any other exempt or nonexempt organization? 80a X b If "Yes ," enter the name of the organization " SEE STATEMENT 16 - and check whether it is 0 exempt or 0 nonexempt 81 a Enter direct or indirect political expenditures . (See line 81 instructions .) 81a 0. J - b Did the organization file Form 1120-POL for this ear" 81b X Form 990 (2006)
623161/01-18-07 Form 990 2006 UNITED JEWISH FOUNDATION 38-1360585 Pa e7 Part VI Other Information (continued) Yes No 82 a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or at substantially less than fair-rental value? - - - 82a X b If "Yep," you may indicate the value of these items here. Do not include this amount as revenue in Part I or as an expense in Part II. _ (See instructions in Part III) 82b N / A 83 a Did the organization comply with the public inspection requirements for returns and exemption applications? - 83a X b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? ... 83b X 84 a Did the organization solicit any contributions or gifts that were not tax deductible? -. - - 84a X b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? N/A - 84b 85 501(c)(4), (5), or (6) organizations. a Were substantially all dues nondeductible by members' ...-- N/A - 85a b Did the organization make only in-house lobbying expenditures of $2,000 or less? N/A 85b If "Yes" was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a waiver for proxy tax owed for the prior year c Dues, assessments, and similar amounts from members 85c N / A d Section 162(e) lobbying and political expenditures - - 85d N / A e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices -- - - 85e N / A f Taxable amount of lobbying and political expenditures (line 85d less 85e) 85f N / A g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f" - - N/A - - 85 h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year? - -. N/A. .. 85h 86 501(c)(7) organizations. Enter: a Initiation fees and capital contributions included on line 12 ------86a N / A b Gross receipts, included on line 12, for public use of club facilities 86b N / A - 87 501(c)(12) organizations Enter: a Gross income from members or shareholders -. 87a N / A b Gross income from other sources. (Do not net amounts due or paid to other sources - against amounts due or received from them) - - - - 87b N / A 88 a At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Part IX . . . - - - - 88a X b At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)? If "Yes,' complete Part XI - - -. - ► 88b X 89 a 501(c)(3) organizations. Enter. Amount of tax imposed on the organization during the year under: section 49110- 0 . ; section 4912 ► 0 . ; section 4955 ► 0 . a b 501(c)(3) and 501(c)(4) organizations. Did the organization engage in any section 4958 excess benefit • transaction during the year or did it become aware of an excess benefit transaction from a pnor year? If "Yes," attach a statement explaining each transaction - - 89b X c Enter: Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 - - ► 0. Enter. Amount of tax on line above, d 89c, reimbursed by the organization - ► 0. e All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? - 89e X f All organizations Did the organization acquire a direct or indirect interest in any applicable insurance contract? 891 X g For supporting organizations and sponsoring organizations maintaining donor advised funds Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year? 89 X 90 a List the states with which a copy of this return is filed b Number of employees employed in the pay period that includes March 12, 2006 90b 0 91 The books are in care of a ► LINDA LUTZ Telephone no. ► (248)203-1475 Located at ► 6735 TELEGRAPH ROAD, BLOOMF I ELD HILLS, MI ZIP + 4 ► 4 8301 b At any time during the calendar year, did the organization have an interest in or a signature or other authority over Yes No a financial account in a foreign country (such as a bank account, securities account, or other financial account)? 91b X If "Yes," enter the name of the foreign country ► N/A See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank •- , , and Financial Accounts - Form 990 (2006)
623162 / 01-18-07 Form 990 2006 UNITED JEWISH FOUNDATION 38-1360585 Page 8 Part VI Other Information (continued) Yes No c At any time during the calendar year, did the organization maintain an office outside of the United States? 91c X If "Yes ," entrr the name of the foreign country ► N/A 92 Section 4947(a)(1) nonexempt charitable trusts filing Form 990 in lieu of Check here Form 1041 - . ► Q and enter the amount of tax-exem pt interest received or accrued during the tax year ilii, 92 N / A Part VII Analysis of Income -Producing Activities (See the instructions.) Note: Enter gross amounts unless otherwise Unrelated business income Excluded by section 512 513 or 514 (E) indicated. (A) (B) E(C)- (D ) Business Related or exempt Amount s4on Amount 93 Program service revenue- code code function income a .RENTAL 222 567. b c d e f Medicare/Medicaid payments g Fees and contracts from government agencies 94 Membership dues and assessments - - 95 Interest on savings and temporary cash investments 14 509 , 412. 96 Dividends and interest from securities - 14 5 , 948 , 352. 97 Net rental income or (loss) from real estate: - a debt-financed property b not debt-financed property 98 Net rental income or (loss) from personal property 16 121 , 218. 99 Other investment income 100 Gain or (loss) from sales of assets other than inventory 18 804 , 974. 101 Net income or (loss) from special events 102 Gross profit or (loss) from sales of inventory 103 Other revenue- a MISCELLANEOUS 531120 31 , 366. 01 2 , 649 , 221. b c d e 104 Subtotal (add columns (B) , (D), and (E)) -- 31 3 6 6 . 10 0 3 3 17 7 . 222 , 567. 105 add line columns Total ( 104, (B), (D), and (E)) ------► 10,287 , 110. Note: Line 105 Dlus line le . Part 1. should equal the amount on line 1 2. Part 1. Part VIII Relationship of Activities to the Accomplishment of Exempt Purposes (See the instructions) Line No. Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment of the organization's V exempt purposes (other than by providing funds for such purposes). 93A SUPPORT OF OTHER JEWISH NON-PROFIT AGENCIES
(a) Did the organization, during the year, receive any funds, directly or indirectly, (b) Did the organization, during the year, pay premiums, directly or indirectly, on Note: If 'Yes" to (b). file Form 8870 and Form 4720 (see instructions).
623163 01-18-07 Form 990 2006 UNITED JEWISH FOUNDATION 38-1360585 Page 9 ;Part,Xls Information Regarding Transfers To and From Controlled Entities . Complete only if the organization is a controlling organization as defined in section 512(b)(13). N/A es No 106 Did the reporting organization make any transfers to a controlled entity as defined in section 512(b)(13) of the Code? If 'Yes,' complete the schedule below for each controlled entity. r (A) (B) (C) (D) Name, address, of each Employer Description of Amount of Identification controlled entity Number transfer transfer ------a ------
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4L^'j l.Y4SE, J.^^^ - t':aq F'+' ^AA
Totals y >tay ru x ^^ 4' Yes No 107 Did the reporting organization receive any transfers from a controlled entity as defined in section 512(b)(13) of the Code? If "Yes," complete the schedule below for each controlled entity. (A) (B) (C) (D) Name, address, of each Employer Description of Amount of Identification controlled entity Number transfer transfer ------a ------
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Totals -- - - - '''-'' Yes No 108 Did the organization have a binding written contract in effect on August 17, 2006, covering the interest, rents, royalties, and annuities described in q uestion 107 above? 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. cl aration of preparer (other than officer) is based on all information of which preparer has any knowledge
Please ` g Q, Sign Signature of Date Here CHIEF FINANCIAL OFFICER Type or print name and title If Preparer's SSN or PT1N (See Gen b,st X) Preparer's Date Check Paid self- signature / MICHAEL F. FENBERG 11 Air 01 07 employed 0 Preparer's yours ► name (or VIRCHOW, KRAUSE & COMPANY, LLP EIN Use Only ► self-employed), addrand ONE TOWNE SQUARE, SUITE 600 z,P+e SOUTHFIELD MI 48076 Phoneno. ► 248-372-7300 Form 990 (2006)
623164/01-26-07 SCHEDULE A Organization Exempt Under Section 501 (c)(3) OMB No 1545-0047 (Form 990 or 990-EZ) (Except Private Foundation ) and Section 501(e), 501 (f), 501(k), 501(n), or 4947( a)(1) Nonexempt Charitable Trust Supplementary Information-(See separate instructions.) 2006 Department of the Treasury Internal Revenue Service ► MUST be completed by the above organizations and attached to their Form 990 or 990-EZ Name of the organization Employer identification number UNITED JEWISH FOUNDATION 38 1360585 Part I Compensation of the Five Highest Paid Employees Other Than Officers, Directors , and Trustees (See page 2 of the instructions. List each one. If there are none, enter 'None') (b) Title and average hours (d) Contributions to (e) Expense (a) Name and address of each employee paid benefit per week devoted to (c) Compensation P.saefened account and other ore than $50,000 position compensation allowances ------NONE ------
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Total number of other employees paid • , over $50,000 ► 0 I Part 11 -A I t;ompensation of the Five Highest Paid Independent Contractors for Professional Services (See page 2 of the instructions. List each one (whether individuals or firms). If there are none, enter 'None.')
(a) Name and address of each independent contractor paid more than $50,000 (b) Type of service (c) Compensation
Total number of others receiving over . . $50,000 for professional services ► 0 Part 11-B Compensation of the Five Highest Paid Independent Contractors for Other Services (List each contractor who performed services other than professional services, whether individuals or firms. If there are none, enter 'None.' See page 2 of the instructions.)
(a) Name and address of each independent contractor paid more than $50,000 (b) Type of service (c) Compensation
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Total number of other contractors receiving over 0 • ' $50,000 for other services ►
623101 /01-18-07 LHA For Paperwork Reduction Act Notice , see the Instructions for Form 990 and Form 990-EZ Schedule A (Form 990 or 990-EZ) 2006 Schedule A (Form 990 or 990-EZ) 2006 UNITED JEWISH FOUNDATION 38 - 1360585 Page 2 Part Ill Statements About Activities (See page 2 of the instructions.) Yes No
1 During the year, has the organization attempted to influence national, state, or local legislation, including any attempt to influence public opinion on a legislative matter or referendum? If 'Yes; enter the total expenses paid or incurred in connection with the lobbying activities ► $ $ 3 , 0 0 0 . ( Must equal amounts on line 38, Part VI-A, or line i of Part VI -B.) VI-B , LINE I 1 X Organizations that made an election under section 501 ( h) by filing Form 5768 must complete Part VI-A. Other organizations 3 . ` checking 'Yes' must complete Part VI-B AND attach a statement giving a detailed description of the lobbying activities. = 2 During the year, has the organization, either directly or indirectly , engaged in any of the following acts with any substantial contributors , z F trustees, directors, officers, creators , key employees , or members of their families, or with any taxable organization with which any such person is affiliated as an officer, director, trustee, majority owner, or principal beneficiary? (lf the answer to any question is "Yes,' attach a detailed statement explaining the transactions ) a Sale, exchange, or leasing of property? 2a X b Lending of money or other extension of credit? - SEE STATEMENT 19 2b X c Furnishing of goods, services, or facilities? 2c X d Payment of compensation ( or payment or reimbursement of expenses if more than $1,000)? SEE PART V-A, FORM 990 2d X e Transfer of any part of its income or assets9 - - 2e X 3 a Did the organization make grants for scholarships, fellowships, student loans, etc.? ( If 'Yes; attach an explanation of how the organization determines that recipients qualify to receive payments.) SEE STATEMENT 20 3a X b Dd the organization have a section 403(b ) annuity plan for its employees? 3b X c Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures? If 'Yes,' attach a detailed statement 3c X d Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services? 3d X 4 a Did the organization maintain any donor advised funds? If 'Yes,' complete lines 4b through 4g. If 'No," complete lines 4f and 4g . . 4a X b Did the organization make any taxable distributions under section 4966? 4b X c Did the organization make a distribution to a donor, donor advisor, or related person? 4c X d Enter the total number of donor advised funds owned at the end of the tax year ► 560 e Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year ► 94393216. f Enter the total number of separate funds or accounts owned at the end of the year ( excluding donor advised funds included on line 4d ) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts ► 0. g Enter the aggregate value of assets in all funds or accounts included on line 4f at the end of the tax year ► 0.
Schedule A (Form 990 or 990-EZ) 2006
623111 01-18-07 Schedule A (Form 990 or 990-EZ) 2006 UNI TED JEWISH FOUNDATION 38-1360585 Page 3 Part IV- Reason for Non - Private Foundation Status (See pages 4 through 7 of the instructions.)
I certify that the orgarnzation is not a private foundation because it is: (Please check only ONE applicable box.) 5 E:3 A church, convention of churches, or association of churches . Section 170 (b)(1)(A)(i). 6 0 A school. Section 170( b)(1)(A)(n). (Also complete Part V.) 7 0 A hospital or a cooperative hospital service organization. Section 170 (b)(1)(A)(uQ. 8 A federal, state, or local government or governmental unit. Section 170 (b)(1)(A)(v). 9 0 A medical research organization operated in conjunction with a hospital. Section 170( b)(1)(A)(ii). Enter the hospital 's name, city, and state ► 10 0 An organization operated for the benefit of a college or university owned or operated by a governmental unit. Section 170(h)(1)(A)(iv). (Also complete the Support Schedule in Part IV-A.) 11a An organization that normally receives a substantial part of its support from a governmental unit or from the general public. Section 170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IV-A.) 11b 0 A community trust. Section 170(b)(1)(A)(w). (Also complete the Support Schedule in Part IV-A.) 12 0 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 charitable, etc., functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Also complete the Support Schedule in Part IV-A.)
13 ® An organization that is not controlled by any disqualified persons (other than foundation managers ) and otherwise meets the requirements of section 509(a )(3). Check the box that describes the type of supporting organization: 0 Type I ® Type II Q Type Ill-Functionally Integrated Type III-Other
Provide the following information about the supported organizations . (See page 7 of the instructions.) (a) (b) (c) (d) (e) Name(s) of supported organization(s) Employer Type of organization Is the supported Amount of identification ( described in lines organization listed in support number ( EIN) 5 through 12 above the supporting or IRC section) organization's governing documents?
Yes No JEWISH FEDERATION OF METROPOLITAN DETROIT 11A X
Total ►
14 Ej An organization organized and operated to test for public safety. Section 509(a)(4). (See page 7 of the instructions.) Schedule A (Form 990 or 990 -EZ) 2006
623121 01-18-07 Schedule A (Form 990 or 990-EZ) 2006 UNITED JEWISH FOUNDATION 38-1360585 Page 4 Part IV-A Support Schedule (Complete only if you checked a box on line 10, 11, or 12.) Use cash method of accounting. N/A Note: You may use the worksheet in the instructions for convertnq from the accrual to the cash method of accounhnq. Calendar year (or fiscal year beginning in) ► (a) 2005 (b ) 2004 (c) 2003 (d) 2002 ( e) Total 15 Gifts, grants, and contributions received. (Do not include unusual grants. See line 28. 16 Membership fees received 17 Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose 18 Gross income from interest, dividends, amounts received from payments on securities loans (sec- tion 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975 19 Net income from unrelated business activities not included in line 18 20 Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf 21 The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge 22 Other income. Attach a schedule. Do not include gain or (loss) from sale of capital assets 23 Total of lines 15 through 22 0. 0. 0. 0. 0. 24 Line 23 minus line 17 25 Enter 1% of line 23
26 Organizations described on lines 10 or 11: a Enter 2% of amount in column (e), line 24 ► 26a N / A b Prepare a list for your records to show the name of and amount contributed by each person (other than a governmental unit or publicly supported organization) whose total gifts for 2002 through 2005 exceeded the amount shown in line 26a. not list Enter total Do file this with your return . the of all these excess amounts ► 26b N A c Total support for section 509(a)(1) test: Enter line 24, column (e) ► 26c N / A d Add: Amounts from column (e) for lines: 18 19 22 26b ► 26d N / A e Public support (line 26c minus line 26d total) ► 26e N / A f Public su pp ort p ercenta g e ( line 26e ( numerator ) divided by line 26c ( denominator)) ► 26f N / A % 27 Organizations described on line 12: a For amounts included in lines 15, 16, and 17 that were received from a "disqualified person, prepare a list for your records to show the name of, and total amounts received in each year from, each 'disqualified person' Do not file this list with your return . Enter the sum of such amounts for each year: (2005) (2004) - (2003) (2002) b For any amount included in line 17 that was received from each person (other than 'disqualified persons'), prepare a list for your records to show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000. (Include in the list organizations described in lines 5 through 11b, as well as individuals.) Do not file this list with your return . After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excess amounts) for each year: (2005) (2004) (2003) (2002) c Add: Amounts from column (e) for lines: 15 16 17 20 21 ► 27c N / A d Add: Line 27a total and line 27b total ► 27d N / A e Public support (line 27c total minus line 27d total) ► 27e N / A Total for section f support 509(a)(2) test Enter amount on line 23, column (e) ► 27f g Public support percentage (line 27e (numerator) divided by line 27f (denominator)) ► 27a N/A %
28 Unusual Grants : For an organization described in line 10, 11, or 12 that received any unusual grants during 2002 through 2005, prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description of the nature of the grant. Do not file this list with your return Do not include these grants in line 15. 823131 01 -18-07 Schedule A (For m 99 0 or 990-EZ) 2008 Schedule A (Form 990 or 990-EZ) 2006 UNI TED JEWISH FOUNDATION 38-1360585 Page 5 Part V Private School Questionnaire (See page 9 of the instructions.) N/A (To be completed ONLY by schools that checked the box on line 6 in Part IV)
Yes I No 29 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws, other governing instrument, or in a resolution of its governing body2 29 30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures, catalogues, and other written communications with the public dealing with student admissions, programs, and scholarships? 30 t 31 Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the period of solicitation for students, or during the registration period if it has no solicitation program, in a way that makes the policy known to all parts of the general community it serves? If 'Yes," please describe; if 'No," please explain. (If you need more space, attach a separate statement.) mz^ ,
32 Does the organization maintain the following: a Records indicating the racial composition of the student body, faculty, and administrative staff? _ 32a b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory basis? c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing with student admissions, programs, and scholarships? d Copies of all material used by the organization or on its behalf to solicit contributions? If you answered 'No' to any of the above, please explain. (If you need more space, attach a separate statement.)
33 Does the organization discriminate by race in any way with respect to: a Students' rights or privileges? 33a b Admissions policies? 33b c Employment of faculty or administrative staff? 33c d Scholarships or other financial assistance? 33d e Educational policies? If Use of facilities? g Athletic programs? h Other extracurricular activities?
If you answered 'Yes* to any of the above, please explain. (If you need more space, attach a separate statement.) b^ . 4
• e4b4 eE 'f§
34 a Does the organization receive any financial aid or assistance from a governmental agency? 34a b Has the organization's right to such aid ever been revoked or suspended? If you answered 'Yes' to either 34a or b, please explain using an attached statement. 35 Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05 of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination9 If 'No,* attach an explana tion Schedule A (Form 990 or 990-EZ) 2006
623141 01-18-07 Schedule A (Form 990 or 990-EZ) 2006 UNITED JEWISH FOUNDATI ON 38-1360585 Page 6 Part Vl -A Lobbying Expenditures by Electing Public Charities (See page 10 of the instructions.) N/A (To be completed ONLY by an eligible organization that filed Form 5768)
Check ► a Ifthe organization belongs to an affiliated group . Check ► b 0 if you checked °a' and 'limited control' provisions apply. (a) (b) Limits on Lobbying Expenditures Affiliated group To be completed for all (The term 'expenditures' means amounts paid or incurred.) totals electing organizations N/A 36 Total lobbying expenditures to influence public opinion (grassroots lobbying) 36 37 Total lobbying expenditures to influence a legislative body (direct lobbying) 37 38 Total lobbying expenditures (add lines 36 and 37) 38 39 Other exempt purpose expenditures 39 40 Total exempt purpose expenditures (add lines 38 and 39) 40 41 Lobbying nontaxable amount. Enter the amount from the following table - If the amount on line 40 is - The lobbying nontaxable amount is -
Not over $500,000 20% of the amount on line 40 #y i
Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $ 500,000
Over $ 1,000,000 but not over $1,500, 000 $175,000 plus 10% of the excess over $1,000,000 41
Over $ 1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000
Over $17,000,000 $1,000,000 42 Grassroots nontaxable amount (enter 25% of line 41) 42 43 Subtract line 42 from line 36. Enter -0- If line 42 is more than line 36 43 44 Subtract line 41 from line 38. Enter -0- if line 41 is more than line 38 44
Caution : If there is an amount on either line 43 or line 44, you must file Form 4720.
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 instructions for lines 45 through 50 on page 13 of the instructions.)
Lobbying Expenditures During 4-Year Averaging Period N/A Calendar year (or (a) (b ) (c) (d) (e) fiscal year beginning in) ► 2006 2005 2004 2003 Total 45 Lobbying nontaxable amount 0. 46 Lobbying ceiling amount ( 150% of line 45( e )) 0. 47 Total lobbying expenditures 0. 48 Grassroots nontaxable amount 0. 49 Grassroots ceiling amount ` ( 150% of line 48(e )) - - 0. 50 Grassroots lobbying expenditures 0. Part Vl-B Lobbvina Activity by Nonelectina Public Chariti es (For reporting only by organizations that did not complete Part VI-A) (See page 13 of the instructions.) During the year, did the organization attempt to influence national, state or local legislation, including any attempt to Yes No Amount influence public opinion on a legislative matter or referendum, through the use of: a Volunteers X - - _ ' b Paid staff or management (Include compensation in expenses reported on lines c through h.) X c Media advertisements X d Mailings to members, legislators, or the public X e Publications, or published or broadcast statements X f Grants to other organizations for lobbying purposes _ X 3 , 000. g Direct contact with legislators, their staffs, government officials, or a legislative body X h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means X i Total lobbying expenditures (Add lines c through h.) 3 , 000. If 'Yes' to any of the above, also attach a statement giving a detailed description of the lobbying activities. SEE STATEMENT 21 01-18-07 Schedule A (Form 990 or 990 -EZ) 2006 Schedule A (Form 990 or 990-EZ) 2006 UNI TED JEWISH FOUNDATION 38-1360585 Page 7 Part VII Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations ( See page 13 of the instructions.) 51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section 501(cpof the Code (other than section 501(c)(3) organizations ) or in section 527, relating to political organizations? a Transfers from the reporting organ ization to a nonchantable exempt organization of Yes No (i) Cash 51a(i) X (ii) Other assets a(ii) g Other transactions: (i) Sales or exchanges of assets with a noncharitable exempt organization b(i) X (ii) Purchases of assets from a noncharitable exempt organization b(ii) X (iii) Rental of facilities, equipment, or other assets b(iii) X (iv) Reimbursement arrangements b(iv) X (v) Loans or loan guarantees b(v) g (vi) Performance of services or membership or fundraising solicitations b(vi) g Sharing of facilities, equipment, mailing lists, other assets, or paid employees c g If the answer to any of the above is 'Yes; complete the following schedule. Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting organization. If the organization received less than fair market value in any
52 a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) of the Code ( other than section 501 (c)(3)) or in section 527? 1 0 Yes ® No
01-1807 Schedule A (Form 990 or 990-EZ) 2006 UNITED JEWISH FOUNDATION 38-1360585
FORM 990 RENTAL INCOME STATEMENT 1
ACTIVITY GROSS KIND AND LOCATION OF PROPERTY NUMBER RENTAL INCOME
OFFICE PROPERTY, BLOOMFIELD HILLS, MI 1 718,189.
TOTAL TO FORM 990, PART I, LINE 6A 718,189.
FORM 990 RENTAL EXPENSES STATEMENT 2
ACTIVITY DESCRIPTION NUMBER AMOUNT TOTAL
OFFICE PROPERTY 596,971. - SUBTOTAL - 1 596,971.
TOTAL TO FORM 990, PART I, LINE 6B 596,971.
FORM 990 OTHER CHANGES IN NET ASSETS OR FUND BALANCES STATEMENT 3
DESCRIPTION AMOUNT
ALLOCATION OF JFMD FUNDRAISING & ADMINISTRATIVE EXPENSES TO UJF 2,873,699. INTERORGANIZATION APPROPRIATIONS 1,934,588. UNREALIZED GAINS 30,907,393. SUPPORT FOUNDATION' S NET INTERFUND TRANSFERS NOT INCLUDED ON RETURN 1,116,805.
TOTAL TO FORM 990, PART I, LINE 20 36,832,485.
STATEMENT (S) 1, 2, 3 UNITED JEWISH FOUNDATION 38-1360585
FORM 990 OTHER EXPENSES STATEMENT 4
(A) (B) (C) (D) PROGRAM MANAGEMENT DESCRIPTION TOTAL SERVICES AND GENERAL FUNDRAISING
INSURANCE 69,613. 69,613. PROPERTY TAXES 114,664. 113,268. 1,396. PROFESSIONAL SERVICES 33,985. 33,985. PLEDGE DEBT 127,799. 127,799. OTHER EXPENSES 69,932. 69,932. RENTAL EXPENSES -596,971. -596,971. JFMD FUNDRAISING & ADMIN EXP. 2,342,506. 1,409,982. 932,524. DUES AND SUBSCRIPTIONS 29,400. 29,400. CONTINUING PROFESSIONAL EDUCATION 2,700. 2,700.
TOTAL TO FM 990, LN 43 2,193,628. 113,268. 1,147,836. 932,524.
STATEMENT(S) 4 UNITED JEWISH FOUNDATION 38-1360585
FORM 990 OFFICER COMPENSATION ALLOCATION STATEMENT 5 PART II, LINE 25A
EMPLOYEE EXPENSE NAME OF OFFICER , ETC. COMPENSATION BEN. PLANS ACCOUNTS TOTALS
ROBERT ARONSON 170,517. 40,976. 2,139. 213,632.
A. PROGRAM SERVICES
B. MANAGEMENT AND GENERAL
C. FUNDRAISING 170,517. 40,976. 2,139. 213,632.
EMPLOYEE EXPENSE NAME OF OFFICER, ETC. COMPENSATION BEN. PLANS ACCOUNTS TOTALS
ANDREW ECHT 95,644. 12, 694. 154. 108,492.
A. PROGRAM SERVICES
B. MANAGEMENT AND GENERAL
C. FUNDRAISING 95,644. 12,694. 154. 108,492.
EMPLOYEE EXPENSE NAME OF OFFICER, ETC. COMPENSATION BEN. PLANS ACCOUNTS TOTALS
HOWARD NEISTEIN 93,144. 7,061. 394. 100,599.
A. PROGRAM SERVICES
B. MANAGEMENT AND GENERAL 93,144. 7,061. 394. 100,599.
C. FUNDRAISING
STATEMENT(S) 5 UNITED JEWISH FOUNDATION 38-1360585
EMPLOYEE EXPENSE NAME OF OFFICER, ETC. COMPENSATION BEN. PLANS ACCOUNTS TOTALS
DOROTHY BENYAS 93,144. 15,069. 257. 108,470.
A. PROGRAM SERVICES
B. MANAGEMENT AND GENERAL 93,144. 15,069. 257. 108,470.
C. FUNDRAISING
TOTAL PROGRAM SERVICES
TOTAL MANAGEMENT AND GENERAL 209,069.
TOTAL FUNDRAISING 322,124.
TOTAL OFFICER, ETC., COMPENSATION INCLUDED ON PART II, LINE 25A 531,193.
STATEMENT(S) 5 UNITED JEWISH FOUNDATION 38-1360585
FORM 990 CASH GRANTS AND ALLOCATIONS STATEMENT 6 • TO OTHERS
CLASS OF ACTIVITY/DONEE'S NAME AND ADDRESS AMOUNT
30,850,999. SEE STATEMENT 22
TOTAL INCLUDED ON FORM 990, PART II, LINE 22B 30,850,999.
FORM 990 STATEMENT OF ORGANIZATION'S PRIMARY EXEMPT PURPOSE STATEMENT 7 PART III
EXPLANATION
THE UNITED JEWISH FOUNDATION OWNS, MANAGES AND INVESTS JEWISH COMMUNAL ASSETS, INCLUDING GENERAL AND ENDOWMENT FUNDS, AGENCY ENDOWMENTS, SUPPORTING FOUNDATIONS AND REAL PROPERTY. THE FOUNDATION ANNUALLY ALLOCATES A PORTION OF ITS FUNDS TO MEET SPECIAL AND EXTRAORDINARY COMMUNITY NEEDS. THE FOUNDATION IS COMMITTED TO ENSURING THAT ASSETS ARE AVAILABLE TO PROMOTE THE CONTINUITY OF THE JEWISH PEOPLE.
STATEMENT(S) 6, 7 UNITED JEWISH FOUNDATION 38-1360585
FORM 990 RECEIVABLES DUE FROM OFFICERS, DIRECTORS, TRUSTEES STATEMENT 8 • AND OTHER KEY EMPLOYEES - REPORTED SEPARATELY
ORIGINAL BORROWER'S NAME AND TITLE LOAN AMOUNT
ROBERT ARONSON, CHIEF EXECUTIVE OFFICER 142,000.
DATE OF MATURITY NOTE DATE TERMS OF REPAYMENT INTEREST RATE
11/02/89 INTEREST ONLY 7.00%
SECURITY PROVIDED BY BORROWER PURPOSE OF LOAN
REAL ESTATE-25045 FRANKLIN SECOND MORTGAGE PARK DR., FRANKLIN, MI
FMV OF DESCRIPTION OF CONSIDERATION CONSIDERATION BALANCE DUE
0. 142,000.
TOTAL INCLUDED ON FORM 990, PART IV, LINE 50A, COLUMN B 142,000.
FORM 990 OTHER INVESTMENTS STATEMENT 9
VALUATION DESCRIPTION METHOD AMOUNT
PARTNERSHIP INTERESTS & TRUSTS COST 114,247. INCOME ANNUITY ARBITRAGE COST 693,521.
TOTAL TO FORM 990, PART IV, LINE 56, COLUMN B 807,768.
FORM 990 OTHER ASSETS STATEMENT 10
DESCRIPTION AMOUNT
MORTGAGE RECEIVABLE 8,000,000. CONSTITUENT AGENCIES RECEIV. 2,859,123. INTERCOMPANY RECEIVABLES 2,466,680. OTHER RECEIVABLES 418,986.
TOTAL TO FORM 990, PART IV, LINE 58, COLUMN B 13,744,789.
STATEMENT(S) 8, 9, 10 UNITED JEWISH FOUNDATION 38-1360585
FORM 990 OTHER NOTES AND LOANS PAYABLE STATEMENT 11
LENDER'S NAME TERMS OF REPAYMENT
CHASE BANK, MICHIGAN 11 YR./ BASED ON 20 YR. AMORT. WITH BALLOON PAYMENT
DATE OF MATURITY ORIGINAL INTEREST NnmF Hamm LOAN AMOUNT RATE
1V/ 'Ju l 70 V7 / JV/ V7 6, 'f /'2, J7J . / • 6V'6
SECURITY PROVIDED BY BORROWER PURPOSE OF LOAN
UNSECURED NOTE PURCHASE OF AKIVA HEBREW DAY SCHOOL
RELATIONSHIP OF LENDER
NONE FMV OF DESCRIPTION OF CONSIDERATION CONSIDERATION BALANCE DUE
0. 0.
LENDER'S NAME TERMS OF REPAYMENT
CHASE BANK, MICHIGAN MONTHLY PRINCIPAL AND INTEREST PAYMENTS OF $6,317
DATE OF MATURITY ORIGINAL INTEREST NOTE DATE LOAN AMOUNT RATE
03/15/00 03/15/10 750,000. 8.09%
SECURITY PROVIDED BY BORROWER PURPOSE OF LOAN
UNSECURED NOTE YESHIVA BETH YEHUDAH NURSERY SCHOOL
RELATIONSHIP OF LENDER
NONE FMV OF DESCRIPTION OF CONSIDERATION CONSIDERATION BALANCE DUE
0. 0.
STATEMENT(S) 11 UNITED JEWISH FOUNDATION 38-1360585
LENDER'S NAME TERMS OF REPAYMENT
CHASE BANK, MICHIGAN MONTHLY PRINCIPAL AND INTEREST PAYMENTS OF $6,476
DATE OF MATURITY ORIGINAL INTEREST NOTE DATE LOAN AMOUNT RATE
U8/U1 / U1 U8 /U1/11 560,000. 6.91%
SECURITY PROVIDED BY BORROWER PURPOSE OF LOAN
UNSECURED NOTE HVAC SYSTEM OF MAX M. FISHER FEDERATION BUILDING
RELATIONSHIP OF LENDER
NONE FMV OF DESCRIPTION OF CONSIDERATION CONSIDERATION BALANCE DUE
0. 0.
TOTAL INCLUDED ON FORM 990, PART IV, LINE 64, COLUMN B
FORM 990 OTHER LIABILITIES STATEMENT 12
DESCRIPTION AMOUNT
CONSTITUENT AGENCIES DEPOSITS 21,473,272. OTHER ORGANIZATIONS PAYABLE 4,686,991. CHARITABLE TRUST ANNUITIES PAYABLE 2,635,168. CONSTRUCTION LINE-OF-CREDIT 6,201,047.
TOTAL TO FORM 990, PART IV, LINE 65, COLUMN B 34,996,478.
STATEMENT (S) 11, 12 UNITED JEWISH FOUNDATION 38-1360585
FORM 990 OTHER SECURITIES STATEMENT 13
OTHER SECURITY DESCRIPTION COST/FMV SECURITIES
GOVERNMENT SECURITIES FMV 54,312,745. CORPORATE DEBT SECURITIES FMV 5,725,444. EQUITY SECURITIES FMV 165,032,783. COMMODITIES FMV 10,555,964. ALTERNATIVE INVESTMENTS FMV 26,646,116. DEBT INSTRUMENTS OF ISRAEL COST 2,530,324. CERTIFICATES OF DEPOSIT FMV 1,130,369.
TO FORM 990, LINE 54B, COL B 265,933,745.
FORM 990 OTHER REVENUE NOT INCLUDED ON FORM 990 STATEMENT 14
DESCRIPTION AMOUNT
SUPPORT FOUNDATION REVENUE 17,926,035. CHARITABLE REMAINDER TRUST 1,060,675. INTERORG. APPROPRIATIONS 1,934,588.
TOTAL TO FORM 990, PART IV-A 20,921,298.
FORM 990 OTHER EXPENSES NOT INCLUDED ON FORM 990 STATEMENT 15
DESCRIPTION AMOUNT
SUPPORT FOUNDATION EXPENSES 10,804,256. RENTAL EXPENSE 596,971.
TOTAL TO FORM 990, PART IV-B 11,401,227.
FORM 990 IDENTIFICATION OF RELATED ORGANIZATIONS STATEMENT 16 PART VI, LINE 80B
NAME OF ORGANIZATION EXEMPT NONEXEMPT
THE JEWISH FUND X JEWISH FEDERATION OF METROPOLITAN DETROIT X
STATEMENT (S) 13, 14, 15, 16 UNITED JEWISH FOUNDATION 38-1360585
FORM 990 EXPLANATION OF RELATIONSHIP STATEMENT 17 PART V-A, LINE 75B
INDIVIDUAL'S NAME TITLE OR ROLE
VARIOUS BOARD MEMBER
INDIVIDUAL'S NAME TITLE OR ROLE
VARIOUS BOARD MEMBER
EXPLANATION OF RELATIONSHIP
SEE STATEMENT 25
STATEMENT(S) 17 UNITED JEWISH FOUNDATION 38-1360585
FORM 990 PART V-A OFFICER COMPENSATION FROM STATEMENT 18 RELATED ORGANIZATIONS
EMPLOYEE BENEFIT PLAN EXPENSE OFFICER'S NAME COMPENSATION CONTRIBUTION ACCOUNT
ROBERT ARONSON 170,517. 40,976. 2,139.
NAME OF RELATED ORGANIZATION EMPLOYER ID NUMBER
JEWISH FEDERATION OF METROPOLITAN DETROIT 38-1359214
RELATIONSHIP BETWEEN ORGANIZATIONS
EMPLOYEE BENEFIT PLAN EXPENSE OFFICER'S NAME COMPENSATION CONTRIBUTION ACCOUNT
ANDREW ECHT 95,644. 12,694. 154.
NAME OF RELATED ORGANIZATION EMPLOYER ID NUMBER
JEWISH FEDERATION OF METROPOLITAN DETROIT 38-1359214
RELATIONSHIP BETWEEN ORGANIZATIONS
EMPLOYEE BENEFIT PLAN EXPENSE OFFICER'S NAME COMPENSATION CONTRIBUTION ACCOUNT
HOWARD NEISTEIN 93,144. 7,061. 394.
NAME OF RELATED ORGANIZATION EMPLOYER ID NUMBER
JEWISH FEDERATION OF METROPOLITAN DETROIT 38-1359214
RELATIONSHIP BETWEEN ORGANIZATIONS
STATEMENT(S) 18 UNITED JEWISH FOUNDATION 38-1360585
EMPLOYEE BENEFIT PLAN EXPENSE OFFICER'S NAME COMPENSATION CONTRIBUTION ACCOUNT
DOROTHY BENYAS 93,144. 15,069. 257.
NAME OF RELATED ORGANIZATION EMPLOYER ID NUMBER
JEWISH FEDERATION OF METROPOLITAN DETROIT 38-1359214
RELATIONSHIP BETWEEN ORGANIZATIONS
STATEMENT(S) 18 UNITED JEWISH FOUNDATION 38-1360585
SCHEDULE A EXPLANATION OF TRANSACTIONS STATEMENT 19 • PART III, LINE 2B
RECEIVABLES DUE FROM OFFICER (SEE STATEMENT 8)
STATEMENT(S) 19 UNITED JEWISH FOUNDATION 38-1360585
SCHEDULE A EXPLANATION OF QUALIFICATIONS TO RECEIVE PAYMENTS STATEMENT 20 PART III, LINE 3A
ALL ORGANIZATIONS RECEIVING SUPPORT FROM THE UNITED JEWISH FOUNDATION ARE QUALIFIED TAX-EXEMPT INSTITUTIONS, WHICH ARE INCLUDED IN THE INTERNAL REVENUE SERVICE CUMULATIVE LIST OF ORGANIZATIONS DESCRIBED IN INTERNAL REVENUE CODE SECTION 170(C). ALL RECEIPIENTS ARE MONITORED ON AN ON-GOING BASIS TO ENSURE COMPLIANCE AS TO THE USE OF FUNDS ALLOCATED TO THEM.
SCHEDULE A STATEMENT OF LOBBYING ACTIVITIES - PART VI-B STATEMENT 21
DURING THE COURSE OF PROVIDING LOBBYING SERVICES, REPRESENTATIVES OF MHSA COMMUNICATED WITH PUBLIC OFFICIALS WITH RESPECT TO ADMINISTRATIVE OR LEGISLATIVE ACTION.
STATEMENT(S) 20, 21 38-1360585
UNITED JEWISH FOUNDATION 5131/2007 FORM 990, LINE 22 - GRANTS AND ALLOCATIONS
Organization Amount 92ND STREET Y Total 2,500 A GROWING PLACE Total 4,000 ACTION AGAINST HUNGER USA Total 250 ADAT SHALOM SYNAGOGUE Total 222,427 ADOLPH & ROSE LEVIS JEWISH COMMUNITY CENTER Total 250 AGUDATH ISRAEL OF ILLINOIS Total 700 AISH HATORAH Total 2,850 AKIVA HEBREW DAY SCHOOL Total 197,842 ALBION COLLEGE Total 850 ALLEGRA PRINT & IMAGING Total 207 ALLIANCE FOR EDUCATION Total 1,500 ALLIANCE FOR LUPUS RESEARCH Total 5,000 ALLIED JEWISH FEDERATION OF COLORADO Total 2,500 ALS OF MICHIGAN Total 800 ALUMNI ASSOCIATION OF THE UNIVERSITY OF MICHIGAN Total 2,405 ALZHEIMER'S ASSOCIATION Total 59,900 ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOC Total 2,500 AM CMTE FOR WEIZMANN INSTITUTE OF SCIENCE Total 18,500 AM FRIENDS OF HEBREW UNIVERSITY Total 5,000 AM FRIENDS OF LIVNOT U'LEHIBANOT Total 250 AM FRIENDS OF THE HEBREW UNIVERSITY Total 20,000 AM PHYSICIAN'S FELLOWSHIP FOR MEDICINE IN ISR Total 250 AMEINU Total 750 AMERICAN ASSOC OF JEWISH LAWYERS & JURISTS Total 1,000 AMERICAN ASSOC OF THE ROYAL NATIONAL THEATRE Total 15,000 AMERICAN ASSOCIATION FOR BIKUR CHOLIM HOSPITAL Total 1,000 AMERICAN CANCER SOCIETY Total 2,750 AMERICAN CIVIL LIBERTIES UNION FOUNDATION Total 500 AMERICAN CONSTITUTION SOCIETY FOR LAW & POLIC Total 1,000 AMERICAN DIABETES ASSOCIATION Total 1,050 AMERICAN DYSAUTONOMIA Total 2,000 AMERICAN FEDERATION OF ARTS INC Total 300 AMERICAN FOUNDATION FOR SUICIDE PREVENTION Total 1,500 AMERICAN FRIENDS OF ALYN HOSPITAL Total 7,184 AMERICAN FRIENDS OF BA'ER MIRIAM Total 3,500 AMERICAN FRIENDS OF ORR SHALOM Total 4,000 AMERICAN FRIENDS OF PONEVEZ YESHIVA IN ISRAEL Total 3,815 AMERICAN FRIENDS OF RED MAGEN DAVID ADOM Total 10,250 AMERICAN FRIENDS OF THE HEBREW UNIVERSITY Total 5,000 AMERICAN FRIENDS OF THE IDF Total 8,000 AMERICAN FRIENDS OF THE ISRAEL MUSEUM Total 8,150 AMERICAN FRIENDS OF THE SHALOM HARTMAN INSTIT Total 250 AMERICAN HEART ASSOCIATION Total 10,250 AMERICAN ISRAEL EDUCATION FNDN, INC Total 405,200 AMERICAN JEWISH COMMITTEE Total 15,500 AMERICAN JEWISH CONGRESS Total 500 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE Total 427,000
PAGE 1 OF 14 STATEMENT 22 38-1360585
AMERICAN JEWISH WORLD SERVICE Total 4,750 AMERICAN MUSIC RESEARCH FNDN Total 1,000 AMERICAN ORT FEDERATION INC Total 27,450 AMERICAN RED CROSS Total 500 AMERICAN RED MAGEN DAVID FOR ISRAEL Total 202,900 AMERICAN SOCIETY FOR TECHNION Total 223,600 AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA Total 3,000 AMERICA'S SECOND HARVEST Total 250 AMNESTY INTERNATIONAL USA, INC Total 250 ANGELA HOSPICE HOME CARE INC Total 250 ANSHE EMET SYNAGOGUE Total 1,980 ANTI-DEFAMATION LEAGUE Total 37,500 APPLESEED FOUNDATION Total 1,000 ARCHER SCHOOL FOR GIRLS, INC Total 2,500 ART RECOVERY Total 3,000 ARTHRITIS FOUNDATION Total 300 ASPEN COMMUNITY FOUNDATION Total 55,620 ASPEN JEWISH CONGREGATION Total 2,000 ASSOC OF CONCERN FOR ULTIMATE REALITY & MEANING Total 500 ASSOCIATED CAMPS INC Total 5,500 ASTHMA & ALLERGY FNDN OF AMERICA Total 250 ATERES BNOS YERUSHALAYIM Total 3,000 ATLANTIC STREET CENTER Total 1,500 AVENTURA TURNBERRY JEWISH CENTER Total 25,000 BAIS CHABAD OF WEST BLOOMFIELD Total_ 4,100 BAIS YAAKOV SCHOOL FOR GIRLS Total 2,000 BATS YAAKOV SEMINARY Total 750 BAIS YAAKOV SHOSHANIM TEACHERS SEMINARY Total 4,100 BALDWIN CENTER Total 3,000 BAR - ILAN UNIVERSITY Total 45,615 BAYITH LEPLEITOT, INC Total 1,800 BEACON SCHOOL PARENT ASSOCIATION Total 750 BEAR HUG FOUNDATION Total 13,930 BEAUMONT FOUNDATION Total 31,750 BEIT T'SHUVAH Total 900 BERKSHIRE MIDDLE SCHOOL Total 500 BETH AMI CONGREGATION Total 250 BETH CHANA SEMINARY ZEFAT Total 3,500 BETH JACOB TEACHERS INSTITUTE - JERUSALEM Total 600 BETH MEDRASH GOVOHA Total 4,265 BETH OLOTH Total 250 BIG BROTHERS & BIG SISTERS OF AMERICA Total 250 BINAH YESEIRAH SUMMER LEARNING PROGRAM Total 750 BIRMINGHAM BLOOMFIELD ART CENTER Total 1,300 BIRMINGHAM JEWISH FEDERATION Total 100 BIRMINGHAM PUBLIC SCHOOLS Total 30,000 BIRMINGHAM TEMPLE Total 7,400 BIRTH TO THREE Total 500 BIRTHRIGHT ISRAEL FOUNDATION Total 1,002,500 BLENDER CONSULTING GROUP Total 5,500 B'NAI B'RITH HILLEL FOUNDATION Total 250 B'NAI B'RITH INTERNATIONAL Total 1,500
PAGE 2 OF 14 STATEMENT 22 38-1360585
B;NAI B'RITH YOUTH ORGANIZATION Total 22,210 BNOS CHAVA TEACHERS SEMINARY Total 700 BNOS SARAH SEMINARY Total 700 BOCA RATON COMMUNITY HOSPITAL Total 550 BOCA RATON MUSEUM OF ART Total 250 BOY SCOUTS OF AMERICA Total 1,000 BOYS & GIRLS CLUB OF KING COUNTY-MERCER ISLAND Total 50,000 BOYS & GIRLS CLUB OF SEATTLE Total 1,000 BOYS TOWN JERUSALEM FOUNDATION Total 25,000 BRAIN TUMOR FOUNDATION FOR CHILDREN Total 500 BRAVO COLORADO AT VAIL-BEAVER CREEK Total 17,900 BREAST CANCER RESEARCH FOUNDATION, INC Total 3,750 BRETT MOUNTAIN PHOTOGRAPHY Total 200 BUSH SCHOOL Total 2,000 BUSINESS & PROFESSIONAL PEOPLE FOR THE PUBLIC Total 2,000 CAMP MAK-A-DREAM Total 250 CAMP ODAYIN Total 500 CAMPAIGN FOR STUYVESANT SHS ALUMNI & FRIENDS Total 250 CANTOR'S ASSEMBLY FOUNDATION Total 1,500 CAPUCHIN SOUP KITCHEN Total 4,000 CARNEGIE HALL CORP Total 600 CAUSES FOR CHANGE INTERNATIONAL Total 1,500 CEDARS-SINAI MEDICAL CENTER Total 9,750 CENTER FOR INTERNATIONAL PERFORMANCE & EXHIBITION Total 5,000 CENTRAL EUROPE CTR FOR RESEARCH & DOCUMENTATION Total 20,000 CENTRAL FUND OF ISRAEL Total 20,000 CENTRAL SYNAGOGUE Total 1,000 CHABAD JEWISH CTR OF MARTIN & ST LUCIE COUNTY Total 500 CHABAD'S CHILDREN OF CHERNOBYL Total 250 CHAMBER MUSIC SOCIETY OF DETROIT Total 8,650 CHANNEL 56 TV - WTVS Total 6,750 CHAUTAUQUA INSTITUTION Total 5,000 CHEDER OHOLEI YOSEF YITZCHAK LUBAVITCH Total 200 CHESAPEAKE BAY TRUST Total 1,000 CHILD ABUSE & NEGLECT COUNCIL OF OAKLAND COUN Total 13,950 CHILD FIND OF AMERICA INC Total 250 CHILDHAVEN Total 2,000 CHILDHELP, INC Total 30,420 CHILDREN'S ALLIANCE Total 500 CHILDREN'S CENTER OF WAYNE COUNTY, INC. Total 6,000 CHILDREN'S HEALTH FOUNDATION Total 5,000 CHILDREN'S HOSPITAL OF MICHIGAN Total 75,870 CHILDREN'S LEUKEMIA FOUNDATION OF MICHIGAN Total 4,112 CHILDREN'S TUMOR FOUNDATION Total 511,600 CHRISTOPHER REEVE FOUNDATION Total 500 CHRONICLE SEASON OF SHARING FUND Total 50,000 CHURG STRAUSS SYNDROME ASSOCIATION INC Total 250 CITIZENS FOR PENNSYLVANIA' S FUTURE Total 500 CITIZEN'S RESEARCH COUNCIL OF MICHIGAN, INC Total 10,000 CITIZENS' SCHOLARSHIP FNDN OF AMERICA Total 250 CITY YEAR Total 1,750 CLARKSTON FREE METHODIST CHURCH Total 5,000
PAGE 3 OF 14 STATEMENT 22 38-1360585
CLEVELAND POLICE C.U. Total 1,000 COATS FOR KIDS Total 300 COHN HADDOW CENTER FOR JUDAIC STUDIES Total 2,500 COLGATE UNIVERSITY Total 2,500 COLLEGE SUMMIT, INC Total 1,000 COMMENTARY Total 7,500 COMMON GROUND SANCTUARY Total 5,500 COMMUNITY FOUNDATION FOR S.E. MICHIGAN Total 79,000 COMMUNITY HOUSE ASSOCIATION, INC Total 2,500 CONCERN FOUNDATION Total 700 CONG BETH TEFILO EMANUEL TIKVAH Total 2,500 CONG BETH YEHUDAH-B'NAI ISRAEL Total 300 CONGREGATION BAIS CHABAD OF WEST BLOOMFIELD Total 8,500 CONGREGATION BAIS HAKNESSES HAGRAH Total 800 CONGREGATION BETH AHM Total 38,654 CONGREGATION BETH CHABAD Total 650 CONGREGATION BETH EL Total 250 CONGREGATION BETH ISRAEL Total 1,000 CONGREGATION BETH SHALOM Total 20,077 CONGREGATION BETH TEFILO EMANUEL TIKVAH Total 250 CONGREGATION B'NAI ISRAEL Total 4,650 CONGREGATION B'NAI JEHOSHUA BETH ELOHIM Total 600 CONGREGATION B'NAI MOSHE Total 39,300 CONGREGATION B'NAI TESHUVA Total 1,000 CONGREGATION B'NAI TORAH Total 500 CONGREGATION ETZ CHAYIM Total 15,000 CONGREGATION ORECH MEISHORIM Total 250 CONGREGATION SHAAREY ZEDEK Total 144,982 CONGREGATION SHIR TIKVAH Total 16,481 CONGREGATION SHOMER ISRAEL Total 500 CONGREGATION ZICHRON YISROEL Total 4,500 CONSERVATION INTERNATIONAL FOUNDATION Total 1,000 CORNERSTONE SCHOOLS Total 52,750 COTS COMMUNITY HOUSING DEVELOPMENT ORGANIZATION Total 250 COUNCIL FOR JEWISH ELDERLY Total 2,737 COUNCIL OF ORTHODOX RABBIS OF GREATER DETROIT Total 22,000 COUNTERTERRORISM & SECURITY EDUC RESEARCH FNDN Total 1,000 CRANBROOK EDUCATIONAL COMMUNITY Total 87,306 CRANBROOK MUSIC GUILD, INC Total 500 CREATIVE MEDIA GROUP Total 1,219 CROHN'S & COLITIS FNDN OF AMERICA Total 19,000 CURE SEARCH NATL CHILDHOOD CANCER FOUNDATION Total 1,000 CUSTOM CAMERA COLLECTION Total 1,418 CYSTIC FIBROSIS FOUNDATION Total 250 DARTMOUTH COLLEGE Total 1,200 DAVID HORODOKER WOMEN'S ORGANIZATION Total 3,199 DESERT AIDS PROJECT Total 425 DESTINY FOUNDATION Total 20,000 DETROIT AUTO DEALERS ASSOC CHARITY PREVIEW Total 1,560 DETROIT COUNTRY DAY SCHOOL Total 6,500 DETROIT EDUCATIONAL TELEVISION FNDN WTVS Total 250 DETROIT FRIENDS OF ALYN HOSPITAL Total 2,450
PAGE 4 OF 14 STATEMENT 22 38-1360585
DETROIT HISTORICAL SOCIETY Total 1,250 DETROIT INSTITUTE OF ARTS Total 56,075 DETROIT MEDICAL CENTER Total 1,000 DETROIT RIVERFRONT CONSERVANCY Total 2,600 DETROIT SYMPHONY ORCHESTRA Total 96,150 DETROIT ZOOLOGICAL SOCIETY Total 7,850 DOCTORS WITHOUT BORDERS USA, INC Total 1,750 DORA APEL Total 3,500 DOWNTOWN ARTS DEVELOPMENT Total 1,000 EARTH JUSTICE LEGAL DEFENSE FUND Total 5,000 EASTERN MICHIGAN UNIVERSITY FOUNDATION Total 500 EASTERN MICHIGAN UNIVERSITY HILLEL Total 2,319 ECHO PARK SCHOOL Total 500 EIRGUN BARUCH UMARPEH Total 2,500 ELLEN KELEL Total 25 EMILY FRIEDMAN Total 1,000 EMMA WILLARD SCHOOL Total 500 EMUNAH WOMEN Total 500 ENLIGHTENMENT NETWORK Total 6,000 EPILEPSY FNDN OF LOS ANGELES & ORANGE COUNTIES Total 20,000 EPISCOPAL COMMUNITY SERVICE OF SAN FRANCISCO Total 70,000 ETON ACADEMY Total 58,671 FACING HISTORY & OURSELVES NATIONAL FOUNDATIO Total 8,000 FIELD SCHOOL Total 1,000 FINAL EXIT NETWORK Total 250 FIRST BOOK Total 250 FIRST PLACE Total 500 FIRST UNITED METHODIST CHURCH Total 1,000 FLINT JEWISH FEDERATION Total 1,000 FOCUS HOPE Total 201,750 FOOD LIFELINE Total 10,000 FOODBANK COUNCIL OF MICHIGAN Total 7,500 FORGOTTEN HARVEST Total 1,000 FRANKEL JEWISH ACADEMY OF METRO DETROIT Total 966,010 FRANKLIN VILLAGE COUNCIL FOR THE VISUAL & PER Total 500 FRED HUTCHINSON CANCER RESEARCH CENTER Total 10,000 FREE Total 500 FREE LIBRARY OF PHILADELPHIA Total 1,550 FREE PRESS CHARITIES Total 2,500 FRESH AIR SOCIETY Total 390,907 FRIENDS OF CAMP MAK-A-DREAM Total 1,050 FRIENDS OF CHILDREN'S ONCOLOGY CAMP FOUNDATION Total 4,000 FRIENDS OF ISRAEL DISABLED VETERANS Total 1,000 FRIENDS OF REFUGEES OF E EUROPE Total 2,300 FRIENDS OF TEL-AVIV SOURASKY MEDICAL CENTER Total 500,000 FRIENDS OF THE EARTH Total 1,000 FRIENDS OF THE PARKS Total 1,500 FRIENDS OF THE WISSAHICKON, INC Total 1,000 FRIENDS OF YEMIN ORDE Total 35,000 FRIENDSHIP CIRCLE Total 74,800 GALAPAGOS CONSERVANCY Total 250 GALILEE FOUNDATION Total 22,000
PAGE 5 OF 14 STATEMENT 22 38-1360585
GANEINU PRESCHOOL Total 1,000 GARY BURNSTEIN COMMUNITY HEALTH CLINIC Total 900 GATEWAY HIGH SCHOOL Total 25,000 GENERAL ISRAEL ORPHANS HOME FOR GIRLS Total 3,265 GERMANTOWN JEWISH CENTER Total 1,000 GILDA'S CLUB OF METRO DETROIT Total 1,250 GILDA'S CLUB OF NASHVILLE Total 250 GILDA'S CLUB OF SEATTLE Total 1,500 GLEANERS COMMUNITY FOOD BANK Total 5,250 GLIMMERGLASS OPERA Total 1,200 GRAPHICS FACTORY INC. Total 21 GREAT LAKES CHAMBER MUSIC FESTIVAL Total 500 GREATER CHICAGO FOOD DEPOSITORY Total 21,000 GREATER TACOMA COMMUNITY FOUNDATION Total 1,100 GREENING OF DETROIT Total 1,450 GRETCHKO ELEMENTARY PARENT-TEACHER ORGANIZATION Total 750 HABONIM DROR FOUNDATION Total 650 HADAR BAIS YAAKOV YERUSHALAYIM Total 4,100 HADASSAH HOUSE, INC Total 30,000 HADASSAH OF COLLIER COUNTY Total 1,000 HADASSAH-GTR DETROIT CHAPTER Total 77,350 HANDS ON TZEDAKAH, INC Total 1,000 HARVARD LAW SCHOOL ASSOCIATION Total 2,500 HARVARD-WESTLAKE SCHOOL Total 30,000 HAYSTACK MOUNTAIN SCHOOL OF CRAFTS Total 1,000 HEAT & WARMTH FUND Total 250 HEBREW FREE LOAN ASSOCIATION Total 121,262 HEBREW UNIVERSITY OF JERUSALEM Total 2,000 HENRY FORD HEALTH SYSTEM Total 41,246 HERITAGE FNDN PRESERVATION OF THE JEWISH CEMETARY Total 5,000 HERITAGE FOUNDATION Total 10,000 HEVRAT MOSDOT HINUCH VETARBUT NETANYA Total 4,000 HILLEL DAY SCHOOL Total 260,061 HILLEL FOUNDATION UNIVERSITY OF WISCONSIN, IN Total 2,500 HILLEL OF COLORADO Total 1,000 HILLEL OF METRO DETROIT Total 6,499 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE Total 6,600 HISTORICAL SOCIETY OF MICHIGAN Total 300 HITE PHOTO & PORTRAIT STUDIO Total 10 HOLOCAUST EDUCATION COALITION Total 350 HOLOCAUST MEMORIAL CENTER Total 20,685 HORACE MANN SCHOOL Total 5,000 HOSPICE OF MICHIGAN, INC Total 6,950 HUMANITARIAN AID FOUNDATION Total 1,000 HUNDRED CLUB OF DETROIT Total 700 HUNTER COLLEGE FOUNDATION, INC. Total 250 HUNTINGTON'S DISEASE SOCIETY OF AMERICA Total 500 HURON VALLEY - SINAI HOSPITAL Total 13,265 INSTITUTE FOR CLINICAL SOCIAL WORK Total 1,000 INSTITUTE FOR MYELOMA & BONE CANCER RESEARCH Total 300,000 INTERLOCHEN CENTER FOR THE ARTS Total 2,500 INTERNATIONAL INSTITUTE FOR SECULAR JUDAISM Total 1,000
PAGE 6 OF 14 STATEMENT 22 38-1360585
INTERNATIONAL MEDICAL CORPS Total 500 INTERNATIONAL PLANNED PARENTHOOD FOUNDATION Total 1,000 INTERNATIONAL RESCUE COMMITTEE Total 500 INTERNATIONAL SEPHARDIC EDUCATION FNDN Total 22,500 INTERNATIONAL SOCIETY FOR IMPROVISED MUSIC Total 1,000 ISRAEL CANCER ASSOCIATION USA Total 300 ISRAEL CHILDREN'S CENTER Total 53,000 ISRAEL EMERGENCY ALLIANCE Total 4,000 ISRAEL POLICY FORUM Total 3,500 ISRAEL SUMMER SEMINARY EXPERIENCE Total 750 IVY TECH COMMUNITY COLLEGE Total 3,334 JACK'S PLACE Total 1,800 JARC Total 320,376 JERUSALEM FOUNDATION, INC Total 500 JEWISH APARTMENTS & SERVICES Total 765,929 JEWISH ASSOC FOR RESIDENTIAL CARE Total 300 JEWISH COMMUNITY CENTER OF METROPOLITAN DETROIT Total 1,038,494 JEWISH COMMUNITY CENTER OF GREATER WASHINGTON Total 2,000 JEWISH COMMUNITY CENTER OF SAN FRANCISCO Total 51,800 JEWISH COMMUNITY CENTER OF THE GREATER PALM BEACH COUNTY Total 3,000 JEWISH COMMUNITY CENTERS OF N AMERICA Total 250 JEWISH COMMUNITY FEDERATION OF CLEVELAND Total 75,000 JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO Total 924,000 JEWISH COMMUNITY PROJECT OF LOWER MANHATTAN Total 31,000 JEWISH COMMUNITY RELATIONS COUNCIL Total 5,785 JEWISH COUNCIL FOR YOUTH SERVICES Total 2,000 JEWISH ENSEMBLE THEATRE Total 49,112 JEWISH FAMILY SERVICE Total 416,039 JEWISH FED OF GTR LONG BEACH AND WEST ORANGE Total 5,500 JEWISH FED OF S. PALM BEACH CTY Total 30,870 JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES Total 8,425 JEWISH FEDERATION OF COLLIER COUNTY Total 1,000 JEWISH FEDERATION OF GREATER SEATTLE Total 9,000 JEWISH FEDERATION OF GREATER WASHINGTON Total 1,332 JEWISH FEDERATION OF GTR PHOENIX Total 6,200 JEWISH FEDERATION OF KALAMAZOO & SOUTHWEST MI Total 2,500 JEWISH FEDERATION OF LANE COUNTY Total 500 JEWISH FEDERATION OF METRO CHICAGO Total 9,800 JEWISH FEDERATION OF METROPOLITAN DETROIT Total 11,930,253 JEWISH FEDERATION OF PALM BEACH COUNTY Total 3,000 JEWISH FEDERATION OF PALM SPRINGS Total 1,300 JEWISH FEDERATION OF THE BERKSHIRES, INC Total 500 JEWISH FEDERATION OF WASHTENAW CTY Total 1,200 JEWISH FUND FOR JUSTICE INC Total 500 JEWISH GAY NETWORK OF MICHIGAN Total 10,100 JEWISH HISTORICAL SOCIETY OF MICHIGAN Total 1,520 JEWISH HOME Total 90,000 JEWISH HOME AND AGING SERVICES Total 292,669 JEWISH HOSPICE & CHAPLAINCY NETWORK Total 263,865 JEWISH MUSEUM Total 500 JEWISH NATIONAL FUND Total 93,098 JEWISH SOCIAL SERVICE AGENCY Total 1,000
PAGE 7 OF 14 STATEMENT 22 38-1360585
JEWISH THEOLOGICAL SEMINARY Total 124,587 JEWISH UNITED FUND OF METRO CHICAGO Total 6,100 JEWISH WOMEN INTERNATIONAL Total 10,375 JEWISH WOMEN'S FOUNDATION Total 4,000 JOAN'S LEGACY: THE JOAN SCARANGELLO FNDN Total 500 JUNIOR ACHIEVEMENT OF SOUTHEASTERN MICHIGAN Total 33,000 JUSTICE FOR CHILDREN Total 1,000 JUVENILE DIABETES RESEARCH FOUNDATION Total 13,850 JVS Total 138,449 KADIMA Total 68,450 KARMANOS CANCER INSTITUTE Total 79,801 KBY CONGREGATIONS TOGETHER INC Total 500 KIDS ENJOY EXERCISE NOW Total 1,000 KIDS KICKING CANCER Total 53,000 KIVUNIM Total 3,500 KLINE GALLAND CENTER Total 500 KOLLEL INSTITUTE OF GTR DETROIT Total 33,025 KOLLEL TORAH MI-TZION-DETROIT INC Total 3,800 KRAVIS CENTER FOR THE PERFORMING ARTS Total 1,000 KRESGE EYE INSTITUTE Total 3,500 LABOR ZIONIST ALLIANCE Total 575 LAMBDA LEGAL DEFENSE & EDUCATION FUND, INC Total 250 LARKIN STREET SERVICES Total 50,000 LAWRENCE FAMILY JCC Total 250 LEADER DOGS FOR THE BLIND INC Total 780 LEUKEMIA & LYMPHOMA SOCIETY Total 5,250 LOS ANGELES JEWISH HOME FOR THE AGING Total 1,125 LUBAVITCH FOUNDATION Total 19,887 LUNG CANCER RESEARCH FOUNDATION Total 500 LUNGEVITY FOUNDATION Total 1,290 MACHIAH FOUNDATION Total 50,000 MACHON BNOS YEHUDA Total 10,200 MACHON L'TORAH Total 14,410 MACHON MAAYAN Total 3,500 MAKE-A-WISH FOUNDATION OF MICHIGAN Total 18,300 MARC SURIS LEGACY FOUNDATION Total 50,000 MARCH OF DIMES Total 500 MARIJUANA POLICY PROJECT FOUNDATION Total 250 MARLBORO SCHOOL OF MUSIC, INC Total 600 MARY'S CENTER FOR MATERNAL & CHILD CARE, INC Total 1,000 MASORTI FOUNDATION Total 500 MATAN B'SETER Total 360 MATERNITY CENTER ASSOCIATION Total 250 MAYO FOUNDATION Total 1.800 MAZON Total 800 MEDICAL COLLEGE OF OHIO AT TOLEDO FOUNDATION Total 350 MEMORIAL SLOAN KETTERING CANCER CENTER Total 1,000 ME'OHR BAIS YAAKOV TEACHER'S SEMINARY Total 750 MERCER ISLAND BOYS & GIRLS CLUB Total 1,000 MERCER ISLAND SCHOOLS FOUNDATION Total 5,000 MERCER ISLAND YOUTH & FAMILY SERVICES FOUNDATION Total 500 MESILOS BAIS YAAKOV SEMINARY Total 7,000
PAGE 8 OF 14 STATEMENT 22 38-1360585
NIESOTHELIOMA APPLED RESEARCH FOUNDATION Total 1,000 METROPOLITAN OPERA GUILD,INC Total 3,000 MICH STATE HILLEL JEWISH ST CENTER Total 17,159 MICHIGAN ASSOC FOR CHILDREN WITH EMOTIONAL DI Total 300 MICHIGAN CANCER FOUNDATION Total 1,000 MICHIGAN CANCER RESEARCH FNDN Total 1,000 MICHIGAN CITIZENS FOR STEM CELL RESEARCH & CU Total 5,750 MICHIGAN FRIENDS OF THE IDF Total 164,900 MICHIGAN GROCERS FOUNDATION Total 250 MICHIGAN HUMANE SOCIETY Total 3,000 MICHIGAN JEWISH SPORTS FOUNDATION Total 2,100 MICHIGAN JEWISH SPORTS HALL OF FAME Total 25,250 MICHIGAN OPERA THEATRE Total 30,950 MICHIGAN PARKINSON FOUNDATION Total 3,250 MICHIGAN PSYCHOANALYTIC FOUNDATION Total 2,570 MICHIGAN STATE UNIVERSITY Total 266,500 MICHIGAN STATE UNIVERSITY - HILLEL FOUNDATION Total 48,520 MICHIGAN WOMEN'S STUDIES ASSOC Total 250 MICHLELET BEIT RIVKAH - BETH CHANA SEMINARY Total 7,000 MIDDLE EAST MEDIA & RESEARCH INSTITUTE Total 500 MOTION PICTURE & TELEVISION FUND FOUNDATION Total 25,000 MOUNT SINAI MEDICAL CENTER FNDN, INC Total 6,000 MULTIPLE MYELOMA RESEARCH FOUNDATION Total 1,087,431 MUSCULAR DYSTROPHY ASSOCIATION Total 250 MUSEUM OF ARTS AND DESIGN Total 2,000 MUSEUM OF CONTEMPORARY ART DETROIT Total 1,250 MUSEUM OF MODERN ART Total 1,150 MUSEUM TRUSTEE ASSOCIATION Total 3,000 MUSIC HALL CENTER FOR THE PERFORMING ARTS Total 2,200 MYASTHENIA GRAVIS FOUNDATION Total 775 NA'AMAT/USA Total 1,060 NACHLAS BAIS YAAKOV Total 3,500 NARAL PRO-CHOICE AMERICAN FNDN Total 250 NARAL PRO-CHOICE PENNSYLVANIA Total 500 NATHAN MARTIN Total 345 NATIONAL BREAST CANCER COALITION FUND Total 250 NATIONAL BREAST CANCER FOUNDATION, INC Total 5,000 NATIONAL CONFERENCE FOR COMMUNITY & JUSTICE Total 4,700 NATIONAL COUNCIL FOR SYNAGOGUE YOUTH Total 250 NATIONAL COUNCIL OF JEWISH WOMEN Total 12,150 NATIONAL FOUNDATION FOR JEWISH CULTURE Total 5,194 NATIONAL FRAGILE X FOUNDATION Total 1,000 NATIONAL JEWISH MEDICAL & RESEARCH CENTER Total 500 NATIONAL KIDNEY FOUNDATION OF OHIO Total 1,500 NATIONAL LIFE INSURANCE CO Total 1,815 NATIONAL MULTIPLE SCLEROSIS SOCIETY MICHIGAN Total 1,250 NATIONAL RAMAH COMMISSION C/O CAMP RAMAH Total 3,500 NATIONAL YIDDISH BOOK CENTER Total 864 NAIL COUNCIL JEWISH WOMEN Total 10,000 NATL FEDERATION OF THE BLIND OF MICHIGAN Total 250 NATURE CONSERVANCY Total 800 NCJW FOR SAFE PLACE Total 8,000
PAGE 9 OF 14 STATEMENT 22 38-1360585
NCSY NATIONAL OFFICE Total 9,750 NEIGHBORHOOD BIKE WORKS Total 500 NEPHCURE FOUNDATION Total 300 NEVE YERUSHALAYIM COLLEGE Total 700 NEW HORIZONS REHABILITATION CENTER Total 250 NEW ISRAEL FUND Total 1,250 NEW URBAN LEARNING Total 5,000 NEW YORK LIFE INSURANCE Total 7,884 NEW YORK STATE HISTORICAL ASSOCIATION Total 1,000 NEW YORK UNIVERSITY SCHOOL OF MEDICINE Total 10,000 NISHMAT Total 1,000 NORTHSIDE CATHOLIC ACADEMY Total 1,500 NORTHWEST CHILDREN'S FUND Total 2,000 OAK PARK AREA ARTS COUNCIL Total 1,000 OAK PARK BUSINESS EDUCATION ALLIANCE Total 250 OAK PARK EDUCATION FOUNDATION Total 1,000 OAK PARK-RIVER FOREST COMMUNITY FOUNDATION Total 1,000 OAKLAND FAMILY SERVICES Total 1,350 OAKLAND UNIVERSITY Total 2,500 OHEL MOED OF SHOMREY EMUNAH Total 2,500 OHR SOMAYACH Total 27,375 OHR TORAH STONE INSTITUTIONS OF ISRAEL Total 2,500 OLD NEWSBOYS GOODFELLOW FUND OF DETROIT Total 1,500 ORCHARDS CHILDREN'S SERVICE Total 9,100 ORCHESTRAL ASSOCIATION Total 1,000 ORT AMERICA Total 5,850 OSTEGO 2000 INC Total 250 OSTEGO LAND TRUST Total 1,000 P.S. ARTS Total 250 PACIFIC SCIENCE CENTER FOUNDATION Total 500 PACT - NETANYA Total 9,250 PALM BEACH COMMUNITY CHEST Total 1,000 PALM BEACH COUNTRY CLUB FOUNDATION Total 1,000 PALM SPRINGS DESERT MUSEUM Total 400 PALM SPRINGS FRIENDS OF PHILHARMONIC Total 1,500 PARENTHESIS, INC Total 3,000 PARTNERS IN HEALTH Total 5,000 PARTNERSHIP WITH CHILDREN Total 2,350 PATH Total 10,000 PATHFINDER VILLAGE FOUNDATION, INC Total 500 PEACEWORKS NETWORK FOUNDATION Total 100,000 PEDIATRIC CANCER FOUNDATION Total 1,000 PEF ISRAEL ENDOWMENT FUNDS INC Total 4,250 PEOPLE FOR THE AMERICAN WAY FOUNDATION Total 250 PERSPECTIVES CHARTER SCHOOL Total 16,000 PFLAG Total 500 PHASE ONE Total 1,250 PHILABUNDANCE Total 500 PILCHUCK GLASS SCHOOL Total 1,000 PLANNED PARENTHOOD OF S.E. MICHIGAN Total 6,050 PLANNED PARENTHOOD OF S.E. PENNSYLVANIA Total 500 POPULATION INSTITUTE Total 2,500
PAGE 10 OF 14 STATEMENT 22 38-1360585
PRESERVATION WAYNE Total 280 PRICED RIGHT PRINTING Total 1,538 PROVIDENCE HEALTH FOUNDATION Total 26,000 PTA NEW YORK CONGRESS MIDDLE SCHOOL 54 Total 250 P'TACH OF MICHIGAN Total 1,840 PTSA MICHIGAN CONGRESS OF PARENTS & TEACHERS Total 500 PUBLIC JUSTICE Total 500 PURDUE UNIVERSITY Total 250 PYRAMIDE USA Total 65,000 RAMAH PROGRAMS IN ISRAEL Total 9,300 RAPHAEL RECANATI INTERNATIONAL SCHOOL Total 1,000 REBOOT, INC Total 4,000 RECORDING FOR THE BLIND & DYSLEXIC Total 250 REGENTS OF THE UNIVERSITY OF MICHIGAN Total 250 RINGLING SCHOOL OF ART & DESIGN Total 500 ROBERT L FINE, MD CANCER RESEARCH LABORATORY Total 360 ROEPER SCHOOL Total 2,500 RONALD MCDONALD HOUSE Total 5,000 ROTARY CLUB OF ANN ARBOR NORTH FNDN Total 1,500 RUSH PHILANTHROPIC ARTS FNDN Total 9,000 RUTH RALES JEWISH FAMILY SERVICE OF S PALM BEACH Total 1,850 SACKLER SCHOOL OF MEDICINE Total 500 SAINT VINCENT CATHOLIC MEDICAL CENTERS Total 500 SALVATION ARMY Total 3,250 SAN DIEGO HEBREW HOMES Total 1,000 SAN FRANCISCO DAY SCHOOL Total 2,000 SAN FRANCISCO FRIENDS OF THE URBAN FORESTS Total 27,000 SAN FRANCISCO SYMPHONY Total 7,500 SARASOTA MANATEE JEWISH FEDERATION Total 1,000 SCLERODERMA FOUNDATION Total 1,000 SCLERODERMA FOUNDATION MICHIGAN CHAPTER Total 250 SCOTCH ELEMENTARY SCHOOL Total 3,000 SEATTLE CHAMBER MUSIC FESTIVAL Total 2,550 SEATTLE CHILDREN'S THEATRE ASSOC Total 250 SEATTLE OPERA Total 1,000 SEEDS OF PEACE Total 2,750 SEMINAR YERUSHALAYIM HACHADASH Total 6,700 SEMINARY CHAYA MUSHKA Total 3,500 SH GUILD Total 2,460 SHAARE ZEDEK HOSPITAL Total 3,265 SHAW FESTIVAL FOUNDATION Total 300 SHOSHANIM Total 700 SIGMA ALPHA MU FOUNDATION Total 1,000 SIGMA DELTA TAU FOUNDATION Total 250 SIGNGRAPHIX, INC. Total 195 SIMMONS COLLEGE Total 1,000 SIMON WIESENTHAL CENTER Total 550 SMITH COLLEGE Total 250 SMITHSONIAN INSTITUTION Total 1,350 SOCIAL VENTURE PARTNERS Total 5,500 SOCIETY FOR HUMANISTIC JUDAISM Total 3,000 SOMERSET COLLECTION CHARITABLE FOUNDATION Total 1,000
PAGE 11 OF 14 STATEMENT 22 38-1360585
SPECTRUM COMMUNITY SERVICES Total 5,000 ST CASPER CATHOLIC CHURCH Total 1,000 ST MICHAEL'S INDEPENDENT SCHOOL, INC Total 9,579 ST. JUDE'S CHILDREN'S RESEARCH HOSPITAL Total 550 STAGERIM INTERNSHIP PROGRAM Total 1,000 STANFORD UNIVERSITY Total 500 STANFORD UNIVERSITY CENTER FOR BIOMEDICAL ETH Total 250 STEPPING STONES SHELTER Total 1,000 STRATFORD SHAKESPEAREAN FESTIVAL FNDN OF CANA Total 775 STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA Total 550 STUDIO MUSEUM IN HARLEM Total 800 SUMMER ON THE HILL Total 5,000 SUSAN G KOMEN BREAST CANCER FOUNDATION Total 250 SYNAGOGUE FOR THE PERFORMING ARTS Total 250 TALMUDICAL ACADEMY OF BALTIMORE Total 2,500 TAOIST STUDIES INSTITUTE Total 1,000 TEL AVIV UNIVERSITY Total 1,000 TELSHE YESHIVA CHICAGO Total 3,265 TEMPLE BETH AHM Total 1,500 TEMPLE BETH AMI Total 4,625 TEMPLE BETH EL Total 23,650 TEMPLE BETH EMETH Total 2,800 TEMPLE BETH ISRAEL Total 3,000 TEMPLE B'NAI ISRAEL Total 5,150 TEMPLE B'NAI TORAH Total 1,000 TEMPLE EMANU-EL Total 8,600 TEMPLE ISRAEL Total 240,700 TEMPLE ISRAEL OF LONG BEACH Total 40,000 TEMPLE KOL AMI Total 12,316 TEMPLE SHALOM, INC Total 1,600 TEMPLE SHIR SHALOM Total 42,550 THE AUXILLARY OFFICE Total 690 THE BOHEMIANS Total 1,500 THE COMPASS CENTER Total 2,500 THE DOVE INSTITUTE Total 3,550 THE ELIZABETH GLASER PEDIATRIC AIDS FNDN Total 250 THE GESU SCHOOL Total 5,400 THE HAVEN Total 3,250 THE HEALTH NUT Total 300 THE HENRY FORD Total 250 THE HOLLINGER CORPORATION Total 624 THE JEWISH MUSEUM Total 1,250 THE NESIYA INSTITUTE Total 3,500 THE SMILE TRAIN, INC Total 5,750 THE SPANISH THEATRE REPERTORY COMPANY LTD Total 500 THERAPUTIC & RECREATIONAL RIDING CENTER, INC Total 250 THUNDER BASKETBALL Total 1,000 TIPPING POINT COMMUNITY Total 25,000 TOAST FOR TYKES INC Total 500 TORAH UMESORAH Total 791 TRIBECA FILM INSTITUTE Total 2,000 TRUSTEES OF PRINCETON UNIVERSITY Total 1,000
PAGE 12 OF 14 STATEMENT 22 38-1360585
TURNING POINT Total 250 U OF M - KELLOGG EYE CENTER Total 1,000 U OF M - LAW SCHOOL Total 1,000 U OF M - OFFICE OF DEVELOPMENT Total 1,000 U.S. HOLOCAUST MEMORIAL MUSEUM Total 1,200 UCLA Total 5,000 UGANDA CHILDREN'S CHARITY FOUNDATION Total 1,000 UJA - FEDERATION OF NEW YORK Total 5,500 UJA/ASPEN VALLEY CAMPAIGN Total 10,000 UJA-FEDERATION OF JEWISH PHILANTHROPIES OF NY Total 24,739 UJC - ASPEN VALLEY CAMPAIGN Total 20,000 UNION FOR REFORM JUDAISM Total 250 UNION OF AMERICAN HEBREW CONGREGATIONS Total 250 UNITED CEREBRAL PALSY OF METROPOLITAN DETROIT Total 500 UNITED ISRAEL APPEAL Total 4,000 UNITED NEGRO COLLEGE FUND Total 500 UNITED STATES FUND FOR UNICEF Total 250 UNITED WAY Total 58,550 UNIV OF MICHIGAN - DEARBORN Total 21,250 UNIVERSITY CULTURAL CENTER ASSOCIATION Total 1,000 UNIVERSITY MUSICAL SOCIETY Total 3,500 UNIVERSITY OF ARKANSAS FOUNDATION, INC Total 1,050,000 UNIVERSITY OF CALIFORNIA, SAN FRANCISCO Total 50,000 UNIVERSITY OF DETROIT MERCY Total 6,500 UNIVERSITY OF MICHIGAN Total 144,150 UNIVERSITY OF MICHIGAN HILLEL Total 189,097 UNIVERSITY OF PENNSYLVANIA Total 6,500 UNIVERSITY OF PENNSYLVANIA HILLEL Total 1,000 URBAN COMMUNICATIONS GROUP Total 1,500 URBAN FARMING Total 6,000 US HOLOCAUST MEMORIAL MUSEUM Total 1,750 USY ISRAEL PILGRIMAGE Total 4,900 VAIL VALLEY FOUNDATION Total 2,500 VARIETY-THE CHILDREN'S CHARITY Total 250 VEGETARIAN RESOURCE GROUP Total 1,000 VILAR CENTER FOR THE ARTS FOUNDATION Total 14,970 VITA LIVING Total 250 VITAL SIGNS, INC Total 1,056 VOCAL ESSENCE Total 2,500 VOLUNTEER IMPACT Total 250 VSA ARTS OF MICHIGAN Total 250 WALLACE CUNNINGHAM FNDN FOR ARCHITECTURE PLAN Total 15,000 WALSH COLLEGE Total 75,350 WAND EDUCATION FUND Total 250 WASHINGTON INST FOR NEAR E. POLICY Total 10,000 WASHINGTON LEGAL FOUNDATION Total 2,000 WAYNE STATE UNIVERSITY Total 15,000 WAYNE STATE UNIVERSITY-LAW SCHOOL Total 64,000 WAYNE STATE UNIVERSITY-SCHOOL OF MEDICINE Total 3,300 WESTERN RESOURCE ADVOCATES Total 750 WHITE REPRODUCTIONS, INC Total 334 WHITNEY MUSEUM OF AMERICAN ART Total 47,765
PAGE 13 OF 14 STATEMENT 22 38-1360585
WILLIAM BEAUMONT HOSPITAL Total 300 WILLOWS COMMUNITY SCHOOL Total 2,500 WISCONSIN INSTITUTE FOR TORAH STUDY Total 1,846 WOMEN'S AMERICAN ORT-MI REGION Total 250 WOMEN'S LAW PROJECT Total 500 WOMEN'S LEADERSHIP FUND Total 1,000 WORLD JEWISH CONGRESS Total 7,000 WSU-EUGENE APPLEBAUM COLLEGE OF PHARMACY Total 25,000 YAD EZRA Total 103,794 YAVNE SEMINARY Total 2,500 YESHIVA BATS YISROEL Total 1,400 YESHIVA BETH YEHUDAH Total 207,033 YESHIVA FARM SETTLEMENT Total 3,265 YESHIVA GEDOLAH Total 32,000 YESHIVA UNIVERSITY Total 3,765 YESHIVAS DARCHEI TORAH Total 6,272 YESHIVAS TORAS SIMCHA Total 700 YESHIVAT SIMCHAT SHLOMO Total 500 YESHIVAT TORAT SHRAGA Total 2,500 YIVO INSTITUTE FOR JEWISH RESEARCH Total 500 YOUNG ADULTS HEALTH CENTER Total 775 YOUNG ISRAEL OF HOUSTON Total 250 YOUNG ISRAEL OF OAK PARK Total 800 YOUNG ISRAEL OF SOUTHFIELD Total 4,225 YOUNG JUDAEA ISRAEL PROGRAMS Total 7,150 ZIONIST ORGANIZATION OF AMERICA Total 10,375 ZIV TZEDAKAH FUND Total 800 Grand Total $ 30,850,999
PAGE 14 OF 14 STATEMENT 22 UNITED JEWISH FOUNDATION 38-1360585 5/31/2007 FORM 990. LINE 42 - DEPRECIATION. & LINE 57 - FIXED ASSETS
LAND $ 7,038,372 BUILDING 96,398,483 FURNITURE AND EQUIPMENT 2,375,279 CONSTRUCTION IN PROGRESS 6,006.765
111,818,899 LESS: ACCUMULATED DEPRECIATION (41,364.625)
ENDING FIXED ASSETS $ 70,454,274
DEPRECIATION EXPENSE $ 3,397,058
STATEMENT 23 UNITED JEWISH FOUNDATION 38-1360585 5/31/07 FORM 900, PART V - LIST OF OFFICERS. DIRECTORS. TRUSTEES AND KEY EMPLOYEES
# Last First Mid 1. Adler Mark 2. AI finer Karen 3. Alter Peter M. 4. Applebaum Eugene M. 5. Barron Nora Lee 6. Beitner Norman H. 7. Berman Mandell L. 8. Bloom Douglas A 9. Blumenstein Penny B. 10. Bronstein Harvey 11. Cohn Avem L. 12. Davidson Jeffrey M. 13. Eisenberg Scott A. 14. Elson Irwin L. 15. Fisher Phillip Wm. 16. Frankel Samuel 17. Friedman Jennifer 18. Giles Conrad L. 19. Giles Lynda 20. Green Irwin 21. Grosfeld James 22. Grosfeld Nancy 23. Halperin Margot 24. Handleman David 25. Hauser Mark R. 26. ' Hermelin Doreen 27. Hooberman Paul 28. Horowitz Michael P. 29. Horwitz Arthur 30. Jackier Lawrence S. 31. Jacobs John E. 32. Kaufman Scott 33. Kent Bernard S. 34. Klein Ronald A. 35. Krugel Richard 36. Lax Lawrence S. 37. Liss Beverly 38. Lis Hannan 39. Maddin Michael W. 40. Mark Florine 41. Meer Edward 42. Nachman Allan 43. Naftaly Robert H. 44. Nosan Terry 45. Orley Graham A. 46. Orley Randall C. 47. Page David K. 48. Pappas Norman A 49. Pappas Susie 50. Perlman Diane B. 51. Perlman Michael B. PAGE 1 OF 2 STATEMENT 24 38-1360585 52. Ran Gary L 53. Robinson Jack A. 54. Rose Warren E. 55. Rosenthal Benjamin F. 56. Rosenthal Marta 57. Sachse Todd 58. Satovsky Neil A. 59. Schlussel Mark E. 60. Schostak David W. 61. Schostak Robert I. 62. Schwartz Alan E. 63. Schwartz Ronald A- 64. Shiffman Gary A- 65. Sills Susie 66. Silverman Paul R. 67. Simon Erwin S. 68. Singer Alan A. 69. Slatkin Robert 70. Straus Jeffrey P. 71. Tauber Joel D. 72. Torgow Gary 73. Victor Steven I. 74. Weisberg Steven 75. Zeltzer George M. 76. Zlotoff Paul M. 77. Drachler Sol
PAGE 2 OF 2 STATEMENT 24 38-1360585 UNITED JEWISH FOUNDATION 5/31/2007 FORM 990, PART V-A, LINE 75B - EXPLANATION OF RELATIONSHIPS
Family Relationship Last Name First Name Last Name First Name Relationship Applebaum Eugene Applebaum Pamela Father/Daughter Blumenstein Harold Blumenstein Penny Husband/Wife Giles Conrad Giles Lynda Husband/Wife Grosfeld James Grosfeld Nancy Husband/Wife Halperin Jerome Halperin Margot Husband/Wife Hooberman Paul Hooberman James Father/Son Horowitz Michael Horowitz Barbara Husband/Wife Mark Florine Lis Lisa Mother/Daughter Mark Florine Lis Hannan Mother-in-law/Son-in-law Neistein Howard Neistein Amy Husband/%Atife Rosenthal Benjamin Rosenthal Marta Husband/Wife Satovsky Neil Satovsky Brian Father/Son Schlussel Mark Schlussel Amy Father-in-Law/Daughter-in-law Schwartz Ronald Schwartz Merle Husband/Wife Silverman Paul Silverman Jennifer Husband/Wife Straus Jeffrey Straus Amy Husband/Wife
Employment or Contractual Relationship Last Name First Name Last Name First Name Relationship Applebaum Eugene Applebaum Pamela Employment relationship Nemer Larry Zlotoff Paul Property mgmt services Sachse Todd Berger Michael Construction services Sachse Todd Etkin Douglas Construction services Sachse Todd Forbes Nathan Construction services Sachse Todd Frankel Stanley Construction services Sachse Todd Kepes Brian Construction services Sachse Todd Lis Hannan Construction services Sachse Todd Torgow Gary Construction services
Common Ownership Last Name First Name Last Name First Name Relationshio Adler Mark Weinbaum Marc Real estate investment Applebaum Eugene Applebaum Pamela Real estate investment Blumenstein Harold Blumenstein Penny Real estate investment Horowitz Barbara Horowitz Michael Real estate investment Mark Florine Lis Lisa Common ownership Mark Florine Lis Hannan Common ownership Schwartz Merle Schwartz Ronald Common ownership
STATEMENT 25 Form 8868 Application for Extension of Time To File an I (Rev. April 2007) Exempt Organization Return OMB No. 1545-1709 pepa ln%ent of the Treaswy Internal Revenue Service File a for each return.
If you are filing for an Automatic 3-Month • Extension , complete only Part 1 and check this box ...... ► EY] • If you are firing for an Additional (not automatic) 3-Month Extension, complete only Part II (on page 2 of this form). Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed Form 8868.
Automatic 3-Month Extension of Time . Only submit original (no copies needed).
Section 501(c) corporations required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete Part I only ...... ► Q AU other corporations (including 1120-C filers), partnerships, REMICs, and trusts must use Form 7004 to request an extension of time to file income tax returns. Electronic Filing (e-file). Generally, you can electronically file Form 8868 if you want a 3-month automatic extension of time to file one of the returns noted below (6 months for section 501 (c) corporations required to file Form 990-T). However, you cannot file Form 8868 electronically if (1) you want the additional (not automatic) 3-month extension or (2) you file Forms 990-BL, 6069, or 8870, group returns, or a composite or consolidated Form 990-T. Instead , you must submit the fully completed and signed page 2 (Part II) of Form 8868. For more details on the electronic firing of this form, visit www.irs ov/ellle and click on e-file for Charities & Non rofits. Type or Name of Exempt Organization Employer identification number print UNITED JEWIS H FOUNDATION 38-1360585 CkMFile byM dwe for Number, street, and room or suite no. If a P.O. box, see instructions. f'bv Y= 6735 TELEGRAPH ROAD return. See moons City, town or post office, state, and ZIP code. For a foreign address , see instructions. BLOOMFIELD HILLS , MI 48301
Check type of return to be filed (file a separate application for each return):
® Form 990 Form 990-T (corporation) Q Form 4720 [] Form 990-BL Form 990-T (sec. 401 (a) or 408(a) trust) Q Form 5227 [] Form 990-EZ LI Form 990-T (trust other than above) Q Form 6069 [] Form 990-PF Form 1041 -A Q Form 8870
• The books are in the care of ► LINDA LUTZ Telephone No. ► (248 ) 203-1475 FAX No. ► the organization does not have an office • If or place of business in the United States , check this box ...... ► Q • If this is for a Group Return, enter the organization 's four digit Group Exemption Number (GEN) . If this is for the whole group, check this is for box ► . If it part of the group , check this box ► Q and attach a list with the names and EINs of all members the extension will cover.
1 I request an automatic 3-month (6-months for a section 501(c) corporation required to file Form 990-T) extension of time until JANUARY 15 , 2 0 0 8 , to file the exempt organization return for the organization named above. The extension is for the organization 's return for: ► Q calendar year or ► ® tax year beginning JUN 1, 2 0 0 6 , and ending MAY 31 , 2007
2 If this tax year is for less than 12 months , check reason : Q Initial return Q Final return LI Change in accounting period
3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions. 3a b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit. 3b c Balance Due. Subtract line 3b from line 3a. Include your payment with this form, or, if required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions. 3c N / A
Caution. If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instructions.
LHA For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8868 (Rev. 4-2007)
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