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****** I 2009-01-15 efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN: 93493043004050 Return of Organization Exempt From Income Tax OMB NO 1545"0047 Form 990 "E DepartmentUnder section ofthe 501(c), benefit527, or Treasurytrust 4947(a)(1) or private foundation)of the Internal Open Revenue Code tg (except Public black lung Internalll-The organization Revenue may have to use a copy ofthisService return to satisfy state reporting Inspectign requirements A For the 2008 calendar year, Cor taxName year beginning of Orgamzatlon 07-01-2008 and ending D 06-30-2009 Employer identification number B Check if applicable Please Jewish Communal Fund I- Address change use IRS 2 3 - 7 1 7 4 1 8 3 label or I- Name change print or Doing Business As E Telephone number type. See I- Initial return Specific (212) 752-8277 Instruc­ Number and street (or P O box if mail is not delivered to street address) Room/suite , I- Termination tions. 575 MADISON AVENUE G Gross receipts $ 432,931,701 I- Amended return City or town, state or country, and ZIP + 4 NEW YORK, NY 10022 I- Application pending F Name and address ofPrincipal Officer H(a) Is this a group return for Sue Dickman Executive VP 575 Madison Avenue affiliates? I-Yes I7No NewYork,NY 10022 H( b) Are all affiliates included? I- Yes I- No 1 Tax-exempt Status I7 501(c) ( 3) 1 (insert no) I- 4947(a)(1) or I- 527 (If"No," attach a list See instructions) J Website: ll- WWWJEWISHCOIVIIVIUNALFUND ORG H(c) Group Exemption Number ll­ K Type of organization I7 Corporation I- trust I- association I- other ll­ L Year of Formation 1972 I M State of legal domicile NY IEIIII Summary 1 Briefly describe the organizationfs mission or most significant activities TO FACILITATE AND PROMOTE PHILANTHROPY 2 Check this box I- ifthe organization discontinued its operations or disposed of more than 25% ofits assets 3 Numberofvotingmembersofthegoverningbody(PartVI,line1a)3 . 23 4 Number ofindependent voting members ofthe governing body (Part 4VI, line 1b) . 23 5 Total number ofemployees (Part V, line 2a)5 . 15 6 Total number ofvolunteers (estimate if necessary) . 7a 6 0 Total gross unrelated business revenue from Part VIII, line 12, column (C) . 7a -210,390 b Net unrelated business taxable income from Form 990-T, line 34 . 7b -210,390 Prior Year Current Year 8 Contributions and grants (Part VIII, line 1h) . 299,381,058 142,872,382 9 Programservicerevenue(PartVIII,line2g) . 0 10 Investmentincome(PartVIII,column(A),lines 3,4,and 7d) . 50,582,659 -5,999,384 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 12 Total revenue-add lines 8 through 11 (must equal Part VIII, column (A), line 136,872,998 13 12) 349,963,717 Grants and similar amounts paid (Part IX, column (A), lines 1-3) 252,756,806 275,626,945 14 Benefits paid to or for members (Part IX, column (A), line 4) 0 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5 1,890,156 16a Professional10) fundraising1,653,777 fees (Part IX, column (A), line 11e) 0 b (Total fundraising expenses, Part IX, column (D), line 25 668,572 ) 17 Other expenses (Part IX, column (A), lines 11a-11d,11f-24f) 3,456,676 2,781,487 18 Total expenses-add lines 13-17 (must equal Part IX, line 25, column (A)) 257,867,259 280,298,588 19 Revenue less expenses Subtract line 18 from line 12 92,096,458 -143,425,590 Beginning of Year End of Year 20 Totalassets (Part X,line 16) 1,002,158,605 774,321,736 21 Totalliabilities (Part X,line 26) 463,111 413,267 22 Net assets orfund balances Subtract line 21 from line 20 1,001,695,494 773,908,469 Signature Block Under penalties of perjury, Ideclare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge Please ****** I 2009-01-15 Sign Here Sig nature of officer Date SUSAN DICKMAN EXECUTIVE VICE PRESIDENT , Type or print name and title prepare,-S Date Check if Preparerfs PTIN (See Gen Inst ) Paid sig nature Zilgolyed Il I­ Preparer"s Firmfs name (or yours EISNER LLP Use Only if self-employed), EIN I" address, and ZIP + 4 750 THIRD AVENUE Phone no I­ NEW YORK, NY 100172703 May the IRS discuss this return with the preparer shown above? (See instructions) . I- Yes I- No For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. C at N o 1 1 28 2Y Form 990 (2 00 8) I-491 Assets ear AGIIWIIGB ll"-i GOVEIIIHIIGE Fund E-fiancee Eailieiii-aes Fla-Jeni. 6­ Form 990 (zoos) pagez Statement of Program Service Accomplishments (See the instructions.) 1 Briefly describe the organizationfs mission See Additional Data Table 2 DidthepriorForm990or990-EZ? the organization undertake any significant program services. during. the. .year . which . .were . not. .listed . onI-YesI7No If"Yes," describe these new services on Schedule O 3 Didservices7......................... the organization cease conducting or make significant changes in how it conducts anyI-YesI7No program If"Yes," describe these changes on Schedule O 4 Describe the exempt purpose achievements for each ofthe organizationfs three largest program services by expenses Section 501(c)(3) and (4) organizations and 4947(a)(1) trusts are required to report the amount ofgrants and allocations to others, the total expenses, and revenue, ifany, for each program service reported 4a (Code ) (Expenses $ 276,166,034 including grants of $ 275,626,945 ) (Revenue $ ) OUR PRIMARY RESPONSIBILITY IS TO SERVE DONORS WHO HAVE ENTRUSTED US WITH THEIR CHARITABLE DOLLARS WE TAKE THIS RESPONSIBILITY VERY SERIOUSLY AND ARE COMMITTED TO TREATING OUR DONORS WITH THE UTMOST INTEGRITY AND RESPECT WE HONOR OUR COMMITMENT TO DONORS BY PROVIDING SERVICES THAT MAKE THEIR CHARITABLE GIVING ADMINISTRATIVELY EFFICIENT, ECONOMICALLY ADVANTAGEOUS, AND PERSONALLY REWARDING THESE INCLUDE SIMPI.IFYING THE GRANT-MAKING PROCESS SO THAT DONOR CONTRIBUTIONS FLOW QUICKLY AND EASILY IN THE CHARITABLE STREAM, OFFERING A CHOICE OF INVESTMENT VEHICLES DESIGNED TO HELP DONORS" CHARITABLE DOLLARS GROW, KEEPING DONORS INFORMED ABOUT CHANGING TAX LAWS THAT MAY IMPACT THEIR CHARITABLE GIVING, SUGGESTING WAYS FOR DONORS TO INCORPORATE PHILANTHORPY INTO THEIR ESTATE AND GIFT PLANNING, EDUCATING DONORS ABOUT GRANT-MAKING STRATEGIES AND COMMUNAL PHILANTHROPIC RESOURCES, SAFEGUARDING DONOR CONFIDENTIALITY, AND FACILITATING INTERGENERATIONAL PHILANTHROPY 4b (Code ) (Expenses $ including grants of $ ) (Revenue $ ) 4C (Code ) (Expenses $ including grants of $ ) (Revenue $ ) 4d Other(Expenses program services (Describe $ including in Schedule O) grants of$ ) (Revenue $ ) 4e Total program service expenses $ 276,166,034 Must equal PartIX, L/ne25, column (B). Form 990 (zoos) Form 99o (zoos) page 3 w checklist of Required schedules Yes No 1/ 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes / Yes completeScheduleAE..................... 1 2 Is the organization required to complete Schedule B, Schedule ofContributors? E . 2 Yes 3 Did the organization engage in direct or indirect political campaign activities on behalfofor in opposition to No candidates for public office? If "Yes/"complete Schedule C, PartI . 3 4 Section 501(c)(3) organizations Did the organization engage in lobbying activities? If "Yes/"complete Schedule C, No PartII........................... 4 5 Section 501(c)(4), 501(c)(5), and 501(c)(6) organizations Is the organization subject to the section 6033(e) notice and reporting requirement and proxy tax? If "Yes/"complete Schedule C, Part III . 5 6 Did the organization maintain any donor advised funds or any accounts where donors have the right to pro vide advice on the distribution or investment ofamounts in such funds or accounts? If "Yes/"complete Schedule D, Part IE . 6 Yes 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, No the environment, historic land areas or historic structures? If "Yes/"complete Schedule D, Part IIE . 7 8 Did the organization maintain collections ofworks ofart, historical treasures, or other similar assets? If Yes," completeScheduleD,PartIIIE. 8 No 9 Did the organization report an amount in Part X, line 21, serve as a custodian for amounts not listed in Pa rtX,or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," completeScheduleD,PartIl/E . 9 No 10 Did the organization hold assets in term, permanent,or quasi-endowments? If "Yes/"complete Schedule D, Part l/E 10 Yes 11 Did the organization report an amount in Part X, lines 10,12,13,15,or 25? If "Yes/"complete Schedule D, Parts VI, VII, VIII, IX, orXas applicable . ia 11 No 12 Did the organization receive an audited financial statement forthe yearfor which it is completing this retu Yes that was prepared in accordance with GAAP? If "Yes/"complete Schedule D, Parts XI, XII, and XIII . 5% 12 13 Is the organization a school as described in section 170(b)(1)(A)(ii)? If "Yes/"complete ScheduleE 13 No 14a Did the organization maintain an office, employees, or agents outside ofthe U S ? . 14a No b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fund raising, Yes business, and program service activities outside the U S ? If "Yes/"complete ScheduleF, Part I . *E 14b 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 ofgrants or assistance to any No organization or entity located outside the United States? If "Yes/"complete ScheduleF, Part II E 15 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 ofaggregate grants or assist BDCG to individuals located outside the United States? If "Yes/"complete ScheduleF, Part III .
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