2024-05-13T15:50:05-05:00 2023-06-30 990 2022-07-01 133852165 THE JEANNETTE R AND SIDNEY L SOLOMON FOUNDATION JEAN 2128361305 UJA-FED OF NY130 E 59TH ST 1059 NEW YORK NY 100221302 STANLEY BAUMBLATT SECRETARY/TREASURER/TRUSTEE 2128361305 2024-05-13 STANLEY BAUMBLATT 999009999 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STANLEY BAUMBLATT 130 EAST 59TH ST NEW YORK NY 100221302 0 0 X N/A X 1995 NY SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC. X 9 5 0 0 0 0 0 0 0 0 61614 0 0 0 61614 0 111754 86754 0 0 0 0 0 0 0 4488 100 116242 86854 -54628 -86854 941456 920352 86004 86754 855452 833598 SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC., (UJA-FEDERATION OF NEW YORK). 0 0 86754 86754 GRANTS ARE MADE TO UJA-FEDERATION OF NEW YORK AND OTHER TAX EXEMPT ORGANIZATIONS IN FURTHERANCE OF UJA-FEDERATION OF NEW YORK'S CHARITABLE PURPOSES. 86754 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 NY X X UJA-FEDERATION OF NEW YORK 2128361305 130 EAST 59TH STREET NEW YORK NY 100221302 X RICHARD H SOLOMON PRESIDENT/TRUSTEE 0.00 X X 0 0 0 STANLEY BAUMBLATT SECRETARY/TREASURER/TRUSTE 1.00 35.00 X X 0 187127 37389 ESTHER-ANN ASCH TRUSTEE 0.00 X 0 0 0 ELISE HAHN-RUBIN TRUSTEE 1.00 35.00 X 0 98787 24318 JAMIE KAMP TRUSTEE 1.00 35.00 X 0 168097 60529 WILLIAM D SAMERS TRUSTEE 1.00 35.00 X 0 307208 61509 ANN SOLOMON TRUSTEE 0.00 X 0 0 0 PETER JAY SOLOMON TRUSTEE 0.00 X 0 0 0 SUSAN SOLOMON TRUSTEE 0.00 X 0 0 0 0 761219 183745 0 0 1 0 0 0 0 0 0 86754 86754 NYS ANNUAL FILING FEE 100 100 86854 86754 100 0 122 168 941334 920184 941456 920352 86004 86754 86004 86754 X 855452 833598 855452 833598 941456 920352 -86854 65000 0 X 0 1 X 1 0 X X X 1 UJA-FEDERATION OF NEW YORK 510172429 7 1 86754 0 1 86754 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 INVESTMENT IN NEW YORK JEWISH INSTITUTIONS INVESTMENT FUND, LLC 920184 F 920184 DUE TO UJA-FEDERATION OF NEW YORK 86754 86754 1 UJA-FEDERATION OF NEW YORK 130 E 59TH STREET NEW YORK NY 10022 510172429 501(C)(3) 86754 0 GRANT TO SUPPORTED ORGANIZATION 1 PART I, LINE 2: FOR ITS OPERATIONS, THE ORGANIZATION FOLLOWS PROCEDURES ESTABLISHED BY UJA- FEDERATION OF NEW YORK, ITS SUPPORTED ORGANIZATION. 0 1 0 0 0 0 0 0 0 STANLEY BAUMBLATT SECRETARY/TREASURER/TRUSTE 0 185319 0 0 0 1808 0 17854 0 20535 0 225516 0 0 JAMIE KAMP TRUSTEE 0 167432 0 0 0 665 0 9244 0 52318 0 229659 0 0 WILLIAM D SAMERS TRUSTEE 0 304176 0 0 0 3032 0 9946 0 54719 0 371873 0 0 PART I, LINE 4B THE FOLLOWING EMPLOYEES MUST REMAIN IN THE EMPLOY OF UJA UNTIL THE AGE OF VESTING UNDER THE NON-QUALIFIED RETIREMENT PLAN IN ORDER TO REALIZE THE FOLLOWING BENEFITS ACCRUED DURING THE PERIOD JULY 1, 2022 - JUNE 30, 2023 AND REFLECTED IN SCHEDULE J, PART II, COLUMN C: WILLIAM D. SAMERS - $911 INVESTMENT ASSETS 2022-07-01 941334 FMV 873040261 NEW YORK JEWISH INSTITUTIONS INVESTMENT FUND LLC 130 EAST 59TH STREET NEW YORK NY 10022 LLC 0 0 0 0 SCHEDULE N PART II LINE 1 NEW YORK JEWISH INSTITUTIONS INVESTMENT FUND, LLC (JIIF) - ON JULY 1, 2022, THE JEANNETTE R. AND SIDNEY L. SOLOMON FOUNDATION TRANSFERRED IN KIND $941,334 IN INVESTMENT ASSETS TO THE NEW YORK JEWISH INSTITUTIONS INVESTMENT FUND, LLC (JIIF). JIIF IS A CHARITABLE POOLED INVESTMENT FUND SPONSORED AND MANAGED BY UJA-FEDERATION OF NEW YORK. JIIF IS A LIMITED LIABILITY COMPANY THAT IS EXEMPT FROM REGISTRATION UNDER THE INVESTMENT COMPANY ACT OF 1940 BY VIRTUE OF BEING A CHARITABLE POOLED INVESTMENT VEHICLE. AS OF JUNE 30, 2023, THE JEANNETTE R. AND SIDNEY L. SOLOMON FOUNDATION HAD A MEMBERSHIP INTEREST IN JIIF OF .0777%. FORM 990, PART VI, SECTION A, LINE 2 ANN SOLOMON (TRUSTEE) IS SPOUSE OF RICHARD H. SOLOMON (PRESIDENT). PETER JAY SOLOMON (TRUSTEE) IS SIBLING OF RICHARD H. SOLOMON (PRESIDENT). SUSAN SOLOMON (TRUSTEE) IS SPOUSE OF PETER JAY SOLOMON (TRUSTEE). FORM 990, PART VI, SECTION B, LINE 11B DESCRIPTION OF PROCESS FOR REVIEW OF FORM 990: INITIALLY, FORM 990 IS REVIEWED AND APPROVED BY THE FINANCIAL STAFF OF UJA-FEDERATION OF NEW YORK, A SUPPORTED ORGANIZATION OF THE ENTITY. THE FORM 990 IS THEN DISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION FOLLOWS THE PROCEDURES ESTABLISHED BY UJA-FEDERATION OF NEW YORK, (A SUPPORTED ORGANIZATION) FOR ITS OPERATIONS. FORM 990, PART VI, SECTION B, LINE 15B THE ORGANIZATION'S COMPENSATION REPORTED IN PART VII IS PAID BY UJA-FEDERATION OF NEW YORK, ITS SUPPORTED ORGANIZATION. THE COMPENSATION IS REVIEWED AND APPROVED IN ACCORDANCE WITH UJA-FEDERATION OF NEW YORK'S STANDARD EMPLOYEE COMPENSATION PROCEDURES AND PRACTICES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION IS MANAGED BY EMPLOYEES OF ITS SUPPORTED ORGANIZATION, UJA-FEDERATION OF NEW YORK, WHICH HAS A CONFLICT OF INTEREST POLICY, ETHICAL GUIDELINES, WRITTEN WHISTLEBLOWER POLICY, AND WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY AND THESE DOCUMENTS ARE AVAILABLE ON THE SUPPORTED ORGANIZATION'S WEBSITE OR UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF ITS SUPPORTED ORGANIZATION AND MADE AVAILABLE TO THE PUBLIC ON THE SUPPORTED ORGANIZATION'S WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VII - AVERAGE HOURS PER WEEK: THE BOARD OF TRUSTEES DEVOTES A SIGNIFICANT AMOUNT OF TIME TO THE AFFAIRS OF THE SUPPORTING ORGANIZATION. AS THE ORGANIZATION DOES NOT MAINTAIN A SYSTEM FOR TRACKING VARIOUS HOURS WORKED BY THESE NON-COMPENSATED INDIVIDUALS, NO AVERAGE HOURS PER WEEK WERE INDICATED FOR THESE LISTED TRUSTEES AND/OR OFFICERS. FOR TRUSTEES OR OFFICERS COMPENSATED BY THE RELATED ORGANIZATION, AVERAGE HOURS PER WEEK WERE BASED UPON THE RELATED ORGANIZATION'S STANDARD OF 35 HOURS PER WEEK FOR PAYROLL REPORTING PURPOSES. THESE INDIVIDUALS ARE SALARIED EMPLOYEES OF THE RELATED ORGANIZATION AND ARE NOT REQUIRED TO MAINTAIN OR SUBMIT TIME SHEETS, ALTHOUGH ALL OF THEM GENERALLY WORK IN EXCESS OF 35 HOURS PER WEEK. UJA-FEDERATION OF NEW YORK 130 E 59TH ST NEW YORK NY 100221302 510172429 PUBLIC CHARITY NY 501(C)(3) SCHEDULE A, LINE7 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 UJA-FEDERATION OF NEW YORK B 87000 GRANT MADE UJA-FEDERATION OF NEW YORK S 86000 ACTUAL CASH TRANSFERS