United Jewish Appeal Federation Of Jewish Philanthropies Of Ny Inc, Uja Federation Of New York Inc in New York, New York (NY)

United Jewish Appeal Federation Of Jewish Philanthropies Of Ny Inc, Uja Federation Of New York Inc
Employer Identification Number (EIN)	510172429
Name of Organization	United Jewish Appeal Federation Of Jewish Philanthropies Of Ny Inc
Secondary Name	Uja Federation Of New York Inc
In Care of Name	Attn L Swilling Comptroller
Address	130 E 59th St, New York, NY 10022-1302
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	10/1975
Deductibility	Contributions are deductible
Foundation	Organization which receives a substantial part of its support from a governmental unit or the general public
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	06/2013
Assets	$50,000,000 to greater
Income	$50,000,000 to greater
Filing Requirement	990 (all other) or 990EZ return
Asset Amount	$1,273,816,000
Amount of Income	$634,877,000
Form 990 Revenue Amount	$208,894,000
National Taxonomy of Exempt Entities (NTEE)	Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising Organizations That Cross Categories

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

	2012	2013
Checklist
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?	Yes	Yes
Is the organization required to complete Schedule B, Schedule of Contributors?	Yes	Yes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?	No	No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?	Yes	Yes
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?	No	No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?	Yes	Yes
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?	No	No
Did the organization maintain collections of works of art, historical treasures, or other similar assets?	No	No
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?	Yes	Yes
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?	Yes	Yes
Did the organization report an amount for land, buildings, and equipment?	Yes	Yes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?	Yes	Yes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?	No	No
Did the organization report an amount for other assets that is 5% or more of its total assets?	Yes	Yes
Did the organization report an amount for other liabilities?	Yes	Yes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?	Yes	Yes
Did the organization obtain separate, independent audited financial statements for the tax year?	No	No
Was the organization included in consolidated, independent audited financial statements for the tax year?	Yes	Yes
Is the organization a school described in section 170(b)(1)(A)(ii)?	No	No
Did the organization maintain an office, employees, or agents outside of the United States?	Yes	Yes
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?	Yes	Yes
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?	Yes	Yes
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?	No	No
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?	No	No
Did the organization report more than $15,000 total of fundraising event gross income and contributions?	Yes	Yes
Did the organization report more than $15,000 of gross income from gaming activities?	No	No
Did the organization operate one or more hospital facilities?	No	No
Did the organization attach a copy of its audited financial statements?	No	No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?	Yes	Yes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?	Yes	Yes
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?	Yes	Yes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?	Yes	Yes
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?	No	No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?	No	No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?	No	No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?	No	No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?	No	No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?	No	No
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?	No	No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?	No	No
A family member of a current or former officer, director, trustee, or key employee?	No	No
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?	Yes	Yes
Did the organization receive more than $25,000 in non-cash contributions?	Yes	Yes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?	No	No
Did the organization liquidate, terminate, or dissolve and cease operations?	No	No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?	No	No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?	No	No
Was the organization related to any tax-exempt or taxable entity?	Yes	Yes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?	Yes	Yes
Did the organization make any transfers to an exempt non-charitable related organization?	Yes	Yes
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?	No	No

	2011	2012	2013
Statements Regarding Other IRS Filings and Tax Compliance
The number reported in Box 3 of Form 1096		580	590
The number of Forms W-2G		0	0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?		Yes	Yes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return		483	486
Did the organization file all required federal employment tax returns?		Yes	Yes
Did the organization have unrelated business gross income of $1,000 or more during the year?	Yes	Yes	Yes
Has it filed a Form 990-T for this year?		Yes	Yes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?		Yes	Yes
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?		No	No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?		No	No
Did the organization file Form 8886-T?		No	No
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?		No	No
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?		No	No
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?		Yes	Yes
Did the organization notify the donor of the value of the goods or services provided?		Yes	Yes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?		Yes	Yes
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?		No	No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?		No	No
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?		No	No
Did the sponsoring organization make any taxable distributions under section 4966?		No	No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?		No	No
Initiation fees and capital contributions	$0	$0	$0
Gross receipts for public use of club facilities	$0	$0	$0
Gross income from members or shareholders	$0	$0	$0
Gross income from other sources	$0	$0	$0
Is the organization filing Form 990 in lieu of Form 1041?		No	No
The amount of tax-exempt interest received or accrued during the year		$0	$0
Is the organization licensed to issue qualified health plans in more than one state?		No	No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans		$0	$0
The amount of reserves on hand		$0	$0
Did the organization receive any payments for indoor tanning services during the tax year?		No	No
Has it filed a Form 720 to report these payments?		No	No

	2012	2013
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization	$6,334,000	$3,884,000
Total reportable compensation from related organizations	$0	$0
Total estimated amount of other compensation from the organization and related organizations	$583,000	$635,000
Total number of individuals who received more than $100,000 of reportable compensation from the organization	79	84
Total number of independent contractors who received more than $100,000 of compensation from the organization	49	51

	2011	2012	2013
Statement of Revenue
Total revenue	$234,446,000	$212,948,000	$208,894,000
Contributions, Gifts, Grants and Other Similar Amounts	$152,562,000	$189,539,000	$168,819,000
Program Service Revenue	$326,000	$342,000	$423,000
900099		$210,000	$322,000
900099		$64,000	$64,000
All other program service revenue		$68,000	$37,000
Other Revenue
Investment income (including dividends, interest, and other similar amounts)	$15,694,000	$5,606,000	$12,084,000
Income from investment of tax-exempt bond proceeds	$0	$0	$0
Royalties	$0	$0	$0
Net rental income	$39,000	$38,000	$18,000
Gross rents (Real / Personal)	$39,000 / $0	$38,000 / $0	$18,000 / $0
Less: rental expenses (Real / Personal)	$0 / $0	$0 / $0	$0 / $0
Rental income or (loss) (Real / Personal)	$39,000 / $0	$38,000 / $0	$18,000 / $0
Net gain/loss from sales of assets other than inventory	$65,818,000	$17,576,000	$31,036,000
Gross amount from sales of assets other than inventory (Securities / Other)	$780,009,000 / $0	$527,750,000 / $0	$449,393,000 / $0
Less: cost or other basis and sales expenses (Securities / Other)	$714,191,000 / $0	$510,174,000 / $0	$418,357,000 / $0
Gain or (loss) (Securities / Other)	$65,818,000 / $0	$17,576,000 / $0	$31,036,000 / $0
Net income/loss from fundraising events	$-526,000	$-896,000	$-1,937,000
Gross income from fundraising events	$5,068,000	$5,443,000	$5,689,000
Less: direct expenses	$5,594,000	$6,339,000	$7,626,000
Net income/loss from gaming activities	$0	$0	$0
Net income/loss from sales of inventory	$0	$0	$0
Miscellaneous Revenue	$533,000	$743,000	$-1,549,000
561000		$132,000	$84,000
900099		$0	$-2,018,000
All other revenue		$611,000	$385,000

	2011	2012	2013
Statement of Functional Expenses
Total functional expenses	$216,229,000	$212,758,000	$224,965,000
Grants and other assistance to domestic organizations and domestic governments		$142,815,000	$151,173,000
Grants and other assistance to domestic individuals		$3,000,000	$4,584,000
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals		$595,000	$826,000
Benefits paid to or for members		$0	$0
Compensation of current officers, directors, trustees, and key employees	$2,720,000	$2,749,000	$2,843,000
Compensation not included above, to disqualified persons		$0	$0
Other salaries and wages	$28,833,000	$29,169,000	$29,262,000
Pension plan accruals and contributions		$2,419,000	$2,304,000
Other employee benefits		$5,055,000	$5,597,000
Payroll taxes	$2,123,000	$2,238,000	$2,267,000
Fees for services (non-employees)
Management		$0	$0
Legal		$466,000	$524,000
Accounting		$453,000	$445,000
Lobbying		$32,000	$36,000
Professional fundraising services	$0	$0	$0
Investment management fees		$4,103,000	$3,964,000
Other		$2,098,000	$2,473,000
Advertising and promotion		$1,128,000	$831,000
Office expenses		$3,135,000	$2,994,000
Information technology		$828,000	$848,000
Royalties		$0	$0
Occupancy		$3,166,000	$3,407,000
Travel		$977,000	$856,000
Payments of travel or entertainment expenses for any federal, state, or local public officials		$0	$0
Conferences, conventions, and meetings		$147,000	$265,000
Interest		$2,941,000	$3,872,000
Payments to affiliates		$0	$0
Depreciation, depletion, and amortization		$3,215,000	$2,700,000
Insurance		$432,000	$815,000
Other expenses		$488,000	$545,000
Other expenses		$142,000	$194,000
Other expenses		$138,000	$168,000
Other expenses		$132,000	$128,000
Other expenses		$697,000	$1,044,000

	2011	2012	2013
Balance Sheet
Total assets	$1,228,189,000	$1,201,295,000	$1,273,816,000
Cash - non-interest-bearing		$37,891,000	$19,223,000
Savings and temporary cash investments		$19,137,000	$72,606,000
Pledges and grants receivable, net		$95,809,000	$55,069,000
Accounts receivable, net		$6,018,000	$2,523,000
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees		$0	$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations		$0	$0
Notes and loans receivable, net		$0	$0
Inventories for sale or use		$0	$0
Prepaid expenses and deferred charges		$2,720,000	$2,966,000
Land, buildings, and equipment: cost or other basis		$65,541,000	$64,516,000
Investments - publicly traded securities		$331,058,000	$409,390,000
Investments - other securities		$508,600,000	$506,887,000
Investments - program-related		$25,893,000	$25,211,000
Intangible assets		$0	$0
Other assets		$108,628,000	$115,425,000
Total liabilities	$208,997,000	$200,161,000	$201,697,000
Accounts payable and accrued expenses		$15,542,000	$15,550,000
Grants payable		$20,002,000	$21,325,000
Deferred revenue		$0	$0
Tax-exempt bond liabilities	$62,228,000	$61,143,000	$59,506,000
Escrow or custodial account liability		$41,537,000	$45,770,000
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons		$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0	$0
Unsecured notes and loans payable to unrelated third parties	$0	$0	$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)		$61,937,000	$59,546,000
Total net assets or fund balances	$1,019,192,000	$1,001,134,000	$1,072,119,000
Unrestricted net assets		$493,010,000	$521,834,000
Temporarily restricted net assets		$278,501,000	$313,445,000
Permanently restricted net assets		$229,623,000	$236,840,000
Capital stock or trust principal, or current funds		$0	$0
Paid-in or capital surplus, or land, building, or equipment fund		$0	$0
Retained earnings, endowment, accumulated income, or other funds	$0	$0	$0

Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:	An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported	0
Sum of amounts of support	$0

	2009 - 2013 Total
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
Public Support	$829,465,000
Subtotal Support	$844,382,000
Gifts, grants, contributions, and membership fees received	$844,382,000
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf	$0
The value of services or facilities furnished by a governmental unit to the organization without charge	$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support	$14,917,000
Total Support	$901,307,000
Public Support	$844,382,000
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources	$48,746,000
Net income from unrelated business activities, whether or not the business is regularly carried on	$7,509,000
Other income. Do not include gain or loss from the sale of capital assets	$670,000
Gross receipts from related activities, etc.	$29,760,000

	2000	2001	2002	2003	2004	2005	2006	2007
Revenue, Expenses, and Changes in Net Assets or Fund Balances
Total revenue	$199,225,000	$222,289,000	$190,716,000	$187,250,000	$246,341,000	$334,335,000	$272,912,000	$233,154,000
Contributions, gifts, grants, and similar amounts received	$166,039,000	$198,465,000	$167,772,000	$165,469,000	$196,744,000	$195,599,000	$225,717,000	$177,534,000
Contributions to donor advised funds							$0	$0
Direct public support	$166,039,000	$198,465,000	$167,772,000	$165,469,000	$196,744,000	$195,599,000	$225,717,000	$177,534,000
Indirect public support	$0	$0	$0	$0	$0	$0	$0	$0
Government contributions (grants)	$0	$0	$0	$0	$0	$0	$0	$0
Program service revenue including government fees and contracts	$307,000	$239,000	$201,000	$193,000	$309,000	$138,000	$191,000	$243,000
Membership dues and assessments	$0	$0	$0	$0	$0	$0	$0	$0
Interest on savings and temporary cash investments	$0	$0	$0	$0	$0	$0	$0	$0
Dividends and interest from securities	$10,215,000	$7,802,000	$6,900,000	$7,429,000	$7,406,000	$11,062,000	$17,338,000	$14,644,000
Net rental income or (loss)	$3,790,000	$4,084,000	$4,072,000	$3,490,000	$20,000	$40,000	$40,000	$40,000
Gross rents	$5,705,000	$5,962,000	$6,085,000	$5,082,000	$20,000	$40,000	$40,000	$40,000
Less: rental expenses	$1,915,000	$1,878,000	$2,013,000	$1,592,000	$0	$0	$0	$0
Other investment income	$4,231,000	$147,000	$1,841,000	$2,404,000	$2,302,000	$3,404,000	$3,398,000	$2,478,000
Gain or (loss) from sales of assets other than inventory	$12,346,000	$2,540,000	$4,997,000	$5,385,000	$38,037,000	$19,225,000	$23,338,000	$36,989,000
Gross amount from sales of assets other than inventory	$396,393,000	$487,786,000	$491,663,000	$611,969,000	$236,770,000	$211,243,000	$216,788,000	$364,183,000
Less: cost or other basis and sales expenses	$384,047,000	$485,246,000	$486,666,000	$606,584,000	$198,733,000	$192,018,000	$193,450,000	$327,194,000
Net income or (loss) from special events and activities	$1,131,000	$532,000	$519,000	$610,000	$447,000	$343,000	$724,000	$530,000
Gross revenue	$6,882,000	$4,839,000	$4,752,000	$4,951,000	$4,972,000	$5,936,000	$8,127,000	$6,221,000
Less: direct expenses other than fundraising expenses	$5,751,000	$4,307,000	$4,233,000	$4,341,000	$4,525,000	$5,593,000	$7,403,000	$5,691,000
Gross profit or (loss) from sales of inventory	$0	$0	$0	$0	$0	$0	$0	$0
Gross sales of inventory, less returns and allowances	$0	$0	$0	$0	$0	$0	$0	$0
Less: cost of goods sold	$0	$0	$0	$0	$0	$0	$0	$0
Other revenue	$1,166,000	$8,480,000	$4,414,000	$2,270,000	$1,076,000	$104,524,000	$2,166,000	$696,000
Total expenses	$165,520,000	$189,168,000	$194,871,000	$178,829,000	$185,218,000	$201,030,000	$242,704,000	$228,361,000
Program services	$121,747,000	$147,673,000	$154,298,000	$137,974,000	$143,712,000	$156,925,000	$192,291,000	$175,638,000
Management and general	$12,522,000	$12,772,000	$12,661,000	$13,401,000	$13,681,000	$13,883,000	$16,881,000	$18,696,000
Fundraising	$31,251,000	$28,723,000	$27,912,000	$27,454,000	$27,825,000	$30,222,000	$33,532,000	$34,027,000
Payments to affiliates	$0	$0	$0	$0	$0	$0	$0	$0
Net assets or fund balances at end of year	$574,325,000	$601,787,000	$603,333,000	$653,770,000	$722,599,000	$907,989,000	$1,070,066,000	$1,083,301,000
Excess or (deficit) for the year	$33,705,000	$33,121,000	$-4,155,000	$8,421,000	$61,123,000	$133,305,000	$30,208,000	$4,793,000
Net assets or fund balances at beginning of year	$521,238,000	$574,325,000	$601,787,000	$603,333,000	$653,770,000	$722,599,000	$907,989,000	$1,070,066,000
Other changes in net assets or fund balances	$19,382,000	$-5,659,000	$5,701,000	$42,016,000	$7,706,000	$52,085,000	$131,869,000	$8,442,000

	Total	Program services	Management and general	Fundraising
Statement of Functional Expenses (for 2007)
Total functional expenses	$228,361,000	$175,638,000	$18,696,000	$34,027,000
Grants paid from donor advised funds		$0
Other grants and allocations		$159,560,000
Specific assistance to individuals		$0
Benefits paid to or for members		$0
Compensation of current officers, directors, key employees, etc.	$2,625,000	$653,000	$1,052,000	$920,000
Compensation of former officers, directors, key employees, etc.	$169,000	$11,000	$0	$158,000
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)	$0	$0	$0	$0
Salaries and wages of employees not included above	$32,282,000	$7,555,000	$8,780,000	$15,947,000
Pension plan contributions not included above	$2,220,000	$519,000	$604,000	$1,097,000
Employee benefits not included above	$4,943,000	$1,157,000	$1,344,000	$2,442,000
Payroll taxes	$2,298,000	$538,000	$625,000	$1,135,000
Professional fundraising fees	$0	$0	$0	$0
Accounting fees	$339,000	$79,000	$93,000	$167,000
Legal fees	$253,000	$59,000	$69,000	$125,000
Supplies	$845,000	$198,000	$230,000	$417,000
Telephone	$1,007,000	$236,000	$274,000	$497,000
Postage and shipping	$662,000	$155,000	$180,000	$327,000
Occupancy	$3,261,000	$763,000	$887,000	$1,611,000
Equipment rental and maintenance	$299,000	$70,000	$81,000	$148,000
Printing and publications	$2,437,000	$570,000	$663,000	$1,204,000
Travel	$1,449,000	$339,000	$394,000	$716,000
Conferences, conventions, and meetings	$143,000	$33,000	$39,000	$71,000
Interest	$3,437,000	$804,000	$935,000	$1,698,000
Depreciation, depletion, etc.	$4,131,000	$967,000	$1,123,000	$2,041,000
Other expenses not covered above	$6,001,000	$1,372,000	$1,323,000	$3,306,000

	2000	2001	2002	2003	2004	2005	2006	2007
Balance Sheets
Total assets	$694,297,000	$712,105,000	$722,332,000	$830,838,000	$916,002,000	$1,113,609,000	$1,288,043,000	$1,304,306,000
Cash - non-interest-bearing	$2,324,000	$5,557,000	$4,809,000	$5,477,000	$3,854,000	$5,241,000	$7,736,000	$11,971,000
Savings and temporary cash investments	$77,513,000	$70,256,000	$98,433,000	$112,964,000	$83,689,000	$80,848,000	$80,650,000	$80,637,000
Accounts receivable less allowance for doubtful accounts	$2,158,000	$2,065,000	$2,507,000	$5,219,000	$2,504,000	$3,878,000	$2,119,000	$3,839,000
Pledges receivable less allowance for doubtful accounts	$59,472,000	$75,903,000	$70,751,000	$65,288,000	$62,808,000	$80,472,000	$91,070,000	$81,188,000
Grants receivable	$0	$0	$0	$0	$0	$0	$0	$0
Receivables from current and former officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0	$2,000	$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)							$0	$0
Other notes and loans receivable less allowance for doubtful accounts	$21,017,000	$14,145,000	$19,282,000	$18,759,000	$21,797,000	$20,972,000	$20,096,000	$20,564,000
Inventories for sale or use	$0	$0	$0	$0	$0	$0	$0	$0
Prepaid expenses and deferred charges	$1,002,000	$924,000	$1,252,000	$2,449,000	$2,456,000	$2,334,000	$2,345,000	$1,840,000
Investments - publicly-traded securities							$519,275,000	$498,291,000
Investments - other securities	$491,237,000	$505,515,000	$488,719,000	$516,418,000	$626,076,000	$805,130,000	$438,208,000	$450,584,000
Investments - land, buildings, and equipment less accumulated depreciation	$6,684,000	$5,682,000	$4,627,000	$2,823,000	$26,458,000	$13,906,000	$0	$0
Investments - other	$2,093,000	$1,733,000	$1,529,000	$66,088,000	$51,324,000	$13,343,000	$3,153,000	$24,080,000
Land, buildings, and equipment less accumulated depreciation	$4,464,000	$4,120,000	$3,784,000	$3,375,000	$2,937,000	$48,429,000	$77,212,000	$75,952,000
Other assets, including program-related investments	$26,333,000	$26,205,000	$26,639,000	$31,978,000	$32,099,000	$39,056,000	$46,177,000	$55,360,000
Total liabilities	$119,972,000	$110,318,000	$118,999,000	$177,068,000	$193,403,000	$205,620,000	$217,977,000	$221,005,000
Accounts payable and accrued expenses	$28,380,000	$24,020,000	$23,014,000	$18,747,000	$26,177,000	$30,168,000	$26,650,000	$25,781,000
Grants payable	$23,214,000	$19,696,000	$27,237,000	$16,386,000	$20,383,000	$22,704,000	$28,667,000	$28,381,000
Deferred revenue	$0	$0	$0	$0	$0	$0	$0	$0
Loans from officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0	$0	$0
Tax-exempt bond liabilities	$0	$0	$0	$67,998,000	$67,947,000	$67,896,000	$67,846,000	$66,225,000
Mortgages and other notes payable	$0	$0	$0	$139,000	$73,000	$3,000	$0	$0
Other liabilities	$68,378,000	$66,602,000	$68,748,000	$73,798,000	$78,823,000	$84,849,000	$94,814,000	$100,618,000
Total liabilities and net assets/fund balances	$694,297,000	$712,105,000	$722,332,000	$830,838,000	$916,002,000	$1,113,609,000	$1,288,043,000	$1,304,306,000
Total net assets or fund balances	$574,325,000	$601,787,000	$603,333,000	$653,770,000	$722,599,000	$907,989,000	$1,070,066,000	$1,083,301,000

	2000	2001	2002	2003	2004	2005	2006	2007
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Total revenue	$199,225,000	$222,289,000	$190,716,000	$187,250,000	$246,341,000	$334,335,000	$272,912,000	$233,154,000
Total revenue, gains, and other support per audited financial statements	$220,922,000	$218,858,000	$198,730,000	$232,011,000	$254,397,000	$388,720,000	$404,161,000	$241,429,000
Other expenses	$19,782,000	$-5,309,000	$6,001,000	$43,169,000	$8,056,000	$54,385,000	$131,249,000	$8,275,000
Net unrealized gains on investments	$19,382,000	$-5,659,000	$5,701,000	$42,919,000	$7,706,000	$42,885,000	$119,674,000	$-3,325,000
Donated services and use of facilities	$400,000	$350,000	$300,000	$250,000	$350,000	$200,000	$275,000	$300,000
Recoveries of prior year grants	$0	$0	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$11,300,000	$11,300,000	$11,300,000
Other revenue	$-1,915,000	$-1,878,000	$-2,013,000	$-1,592,000	$0	$0	$0	$0
Investment expenses	$0	$0	$0	$0	$0	$0	$0	$0
Other	$-1,915,000	$-1,878,000	$-2,013,000	$-1,592,000	$0	$0	$0	$0

	2000	2001	2002	2003	2004	2005	2006	2007
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
Total expenses	$165,520,000	$189,168,000	$194,871,000	$178,829,000	$185,218,000	$201,030,000	$242,704,000	$228,361,000
Total expenses and losses per audited financial statements	$167,835,000	$191,396,000	$197,184,000	$180,671,000	$185,568,000	$201,230,000	$242,979,000	$228,661,000
Other revenue	$2,315,000	$2,228,000	$2,313,000	$1,842,000	$350,000	$200,000	$275,000	$300,000
Donated services and use of facilities	$400,000	$350,000	$300,000	$250,000	$350,000	$200,000	$275,000	$300,000
Prior year adjustments	$0	$0	$0	$0	$0	$0	$0	$0
Losses	$0	$0	$0	$0	$0	$0	$0	$0
Other	$1,915,000	$1,878,000	$2,013,000	$1,592,000	$0	$0	$0	$0
Other expenses	$0	$0	$0	$0	$0	$0	$0	$0
Investment expenses	$0	$0	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0	$0	$0

Average hours per week devoted to position	Compensation	Contributions to employee benefit plans & deferred compensation plans	Expense account and other allowances
Current Officers, Directors, Trustees, and Key Employees
35	$444,000	$34,000	$6,000
35	$310,000	$33,000	$0
35	$306,000	$32,000	$5,000
35	$268,000	$32,000	$5,000
35	$265,000	$10,000	$0
35	$264,000	$31,000	$0
35	$264,000	$25,000	$0
35	$260,000	$31,000	$0

Total number of officers, directors, and trustees permitted to vote on organization business at board meetings	157
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?	Yes
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 II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?	No
Does the organization have a written conflict of interest policy?	Yes

Loans and Advances	Compensation	Contributions to employee benefit plans & deferred compensation plans	Expense account and other allowances
Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other Benefits
$0	$62,000	$0	$0
$0	$54,000	$53,000	$0

Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?	Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?	No
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?	Yes
Direct and indirect political expenditures	$0
Did the organization file Form 1120-POL for this year?	No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members	$0
Section 162(e) lobbying and political expenditures	$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices	$0
Taxable amount of lobbying and political expenditures	$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions	$0
Gross receipts for public use of club facilities	$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?	Yes
Amount of tax imposed on the organization during the year under: section 4911	$0
Amount of tax imposed on the organization during the year under: section 4912	$0
Amount of tax imposed on the organization during the year under: section 4955	$0
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 prior year?	No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958	$0
Amount of tax above, reimbursed by the organization	$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?	No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?	No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?	No
Number of employees employed in the pay period that includes March 12, 2006	466

	Unrelated business income		Excluded by section 512, 513, or 514		Related or exempt function income
Analysis of Income-Producing Activities (for 2007)
	Business code	Amount	Exclusion code	Amount	Related or exempt function income
Total		$2,478,000		$51,673,000	$1,469,000
Program service revenue
Program service revenue 1	000000	$0	00	$0	$179,000
Program service revenue 2	000000	$0	00	$0	$64,000
Program service revenue 3	000000	$0	00	$0	$0
Program service revenue 4	000000	$0	00	$0	$0
Program service revenue 5	000000	$0	00	$0	$0
Medicare/Medicaid payments	000000	$0	00	$0	$0
Fees and contracts from government agencies	000000	$0	00	$0	$0
Membership dues and assessments	000000	$0	00	$0	$0
Interest on savings and temporary cash investments	000000	$0	00	$0	$0
Dividends and interest from securities	000000	$0	Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)	$14,644,000	$0
Net rental income or (loss) from real estate
debt-financed property	000000	$0	00	$0	$0
not debt-financed property	000000	$0	Real property rental income that does not depend on the income or profits derived by the person leasing the property and is excluded by section 512(b)(3)	$40,000	$0
Net rental income or (loss) from personal property	000000	$0	00	$0	$0
Other investment income	Oil and gas extraction	$2,478,000	00	$0	$0
Gain or (loss) from sales of assets other than inventory	000000	$0	Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))	$36,989,000	$0
Net income or (loss) from special events	000000	$0	00	$0	$530,000
Gross profit or (loss) from sales of inventory	000000	$0	00	$0	$0
Other revenue	000000	$0	00	$0	$696,000

EIN of corporation, partnership, or disregarded entity	Percentage of ownership interest	Total income	End-of-year assets
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
777777777	100%	$6,404,000	$23,067,000
000000000	0%	$0	$0
000000000	0%	$0	$0
000000000	0%	$0	$0

Compensation	Contributions to employee benefit plans & deferred compensation	Expense account and other allowances
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
$223,000	$31,000	$0
$226,000	$22,000	$0
$212,000	$21,000	$0
$199,000	$30,000	$0
$198,000	$28,000	$0

Total number of other employees paid over $50,000	250

Total number of other employees paid over $50,000

250

Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities	$24,000
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?	No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?	No
Did the organization maintain any donor advised funds?	No
Did the organization make any taxable distributions under section 4966?	No
Did the organization make a distribution to a donor, donor advisor, or related person?	No
The total number of donor advised funds owned at the end of the tax year	$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year	$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts	$19
The aggregate value of assets held in all funds or accounts included above at the end of the tax year	$17,706,000

Reason for Non-Private Foundation Status
The organization is not a private foundation because it is	Organization that receives a substantial part of its support from a governmental unit or from the general public

	1999	2000	2001	2002	2003	2004	2005	2006
Support Schedule
Total	$131,740,000	$155,817,000	$164,978,000	$153,310,000	$157,600,000	$155,960,000	$163,299,000	$208,446,000
Gifts, grants, and contributions received	$120,330,000	$127,311,000	$145,864,000	$132,183,000	$136,221,000	$139,875,000	$141,685,000	$177,186,000
Membership fees received	$0	$0	$0	$0	$0	$0	$0	$0
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	$832,000	$7,189,000	$5,078,000	$4,953,000	$5,144,000	$5,281,000	$6,074,000	$8,318,000
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975	$10,578,000	$20,151,000	$13,911,000	$14,826,000	$14,915,000	$9,728,000	$14,506,000	$20,776,000
Net income from unrelated business activities not included above	$0	$0	$0	$0	$0	$0	$0	$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf	$0	$0	$0	$0	$0	$0	$0	$0
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	$0	$0	$0	$0	$0	$0	$0	$0
Other income	$0	$1,166,000	$125,000	$1,348,000	$1,320,000	$1,076,000	$1,034,000	$2,166,000

Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures	$228,361,000
Total lobbying expenditures	$24,000
Total lobbying expenditures to influence public opinion (grassroots lobbying)	$0
Total lobbying expenditures to influence a legislative body (direct lobbying)	$24,000
Other exempt purpose expenditures	$228,337,000
Lobbying nontaxable amount	$1,000,000
Grassroots nontaxable amount	$250,000

	Income	Expenses	Net
Unrelated Trade or Business Income (for 2008)
Total	$8,221,000	$0	$8,221,000
Gross receipts or sales less returns and allowances	$0	$0	$0
Cost of goods sold	$0	$0	$0
Gross profit	$0	$0	$0
Capital gain net income	$1,298,000	$0	$1,298,000
Net gain	$0	$0	$0
Capital loss deduction for trusts	$0	$0	$0
Income (loss) from partnerships and S corporations	$520,000	$0	$520,000
Rent income	$0	$0	$0
Unrelated debt-financed income	$0	$0	$0
Interest, annuities, royalties, and rents from controlled organizations	$0	$0	$0
Investment income of a section 501(c)(7), (9), or (17) organization	$0	$0	$0
Exploited exempt activity income	$0	$0	$0
Advertising income	$0	$0	$0
Other income	$6,403,000	$0	$6,403,000

Deductions Not Taken Elsewhere (for 2008)
Total deductions	$4,746,400
Compensation of officers, directors, and trustees	$0
Salaries and wages	$505,000
Repairs and maintenance	$0
Bad debts	$0
Interest	$0
Taxes and licenses	$0
Charitable contributions	$404
Depreciation	$347,000
Depletion	$919,000
Contributions to deferred compensation plans	$0
Employee benefit programs	$0
Excess exempt expenses	$0
Excess readership costs	$0
Other deductions	$2,571,400
Unrelated business taxable income	$3,473,600
Unrelated business taxable income before net operating loss deduction	$3,474,600
Net operating loss deduction	$0
Unrelated business taxable income before specific deduction	$3,474,600
Specific deduction	$1,000

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Id	Name	Address	State	Established	Total Income
Other organizations in New York
1	Conference Board Inc	845 Third Avenue 5th Fl, New York, NY 10022-6601	NY	1930-11	$68,612,518
2	New York Society Of Security Analysts Inc	1540 Broadway, New York, NY 10036-4039	NY	1989-05	$3,954,495
3	American Society Of Heating Refrigerating & A-C Engineers	Po Box 13933, Albany, NY 12212	NY	1973-11	$25,006,078
4	Hadassah The Womens Zionist Organization Of America Inc	50 W 58th St, New York, NY 10019-2505	NY	1943-08	$41,642,430
5	Gateway-Longview Foundation	10 Symphony Circle, Buffalo, NY 14201-1363	NY	1999-03	$1,904,999
6	Chautauqua Foundation Inc	PO BOX 28, Chautauqua, NY 14722-0028	NY	1938-12	$20,427,137
7	Stewart W & Willma C Hoyt Foundation Inc	70 Front Street, Binghamton, NY 13905-4744	NY	1993-03	$7,783,011
8	Foundation Center	79 5th Ave Frnt 2, New York, NY 10003-3034	NY	1957-06	$30,721,441
9	Jewish Communal Fund	575 Madison Ave Ste 703, New York, NY 10022-8591	NY	1972-04	$1,728,833,482
10	Robin Hood Foundation, Tudor Charitable Tr	826 Broadway Fl 9, New York, NY 10003-4826	NY	1989-04	$197,429,111
11	United Jewish Appeal Federation Of Jewish Philanthropies Of Ny Inc, Uja Federation Of New York Inc	130 E 59th St, New York, NY 10022-1302	NY	1975-10	$634,877,000
12	United Way Of Greater Rochester Inc, 999	75 College Ave, Rochester, NY 14607-1009	NY	1987-03	$39,715,695
13	Isaac H Tuttle Fund	1155 Park Ave, New York, NY 10128-1209	NY	1938-05	$5,492,250
14	Luesther T Mertz Charitable Tr, Oconnor W B Et Al Ttee	101 Park Ave, New York, NY 10178-0002	NY	1995-01	$15,310,755
15	Lyford Cay Foundation Inc	521 5th Ave Fl 10, New York, NY 10175-1099	NY	1969-07	$6,307,588
16	Acoustical Society Of America	1305 Walt Whitman Rd Ste 300, Melville, NY 11747-4300	NY	1957-03	$7,954,650
17	Cold Spring Harbor Laboratory	PO BOX 100, Cold Spg Hbr, NY 11724-0100	NY	1964-08	$210,116,049
18	Association Of Graduates Of The United States Military Academy	Building 698 Herbert Hall, West Point, NY 10996	NY	1948-12	$133,386,357
19	Island Peer Review Organization Inc	1979 Marcus Ave, Lake Success, NY 11042-1076	NY	1984-08	$61,100,920
20	Manhattan Institute For Policy Research Inc	Research Inc 52 Vanderbilt Avenue, New York, NY 10017	NY	1977-05	$14,701,890

Affiliation	Name	Address	State	Established	Total Income
All affiliated organizations
Central	United Jewish Appeal Federation Of Jewish Philanthropies Of Ny Inc, Uja Federation Of New York Inc	130 E 59th St, New York, NY 10022-1302	NY	1975-10	$634,877,000
Subordinate	Jewish Womens Foundation Of New York Inc	130 E 59th St, New York, NY 10022-1302	NY	1975-10	$1,631,763

Number of affiliated organizations

New York

Total

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