Return of Organization Exempt from Income Tax OMB No 1545-M
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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 .