2024-05-14T09:45:40-05:00 2023-06-30 990 2022-07-01 161647207 THE ERIC AND TAMAR GOLDSTEIN FOUNDATION ERIC 2128361305 UJA-FED OF NY130 E 59TH ST 1059 NEW YORK NY 100221302 STANLEY BAUMBLATT SECRETARY/TREASURER 2128361305 2024-05-14 STANLEY BAUMBLATT 999009999 1 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STANLEY BAUMBLATT 130 EAST 59TH ST NEW YORK NY 100221302 2182600 0 X N/A X 2002 NY SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC. X 5 4 0 0 0 8554 1180087 2182600 0 0 634206 0 0 0 1814293 2182600 872005 779000 0 0 0 0 0 0 0 44445 750 916450 779750 897843 1402850 10614237 12796702 400000 330000 10214237 12466702 SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC., (UJA-FEDERATION OF NEW YORK). 0 0 779000 779000 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. 779000 1 1 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 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 4 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 ERIC S GOLDSTEIN PRESIDENT/TRUSTEE 1.00 35.00 X X 0 822024 57863 STANLEY BAUMBLATT SECRETARY/TREASURER 1.00 35.00 X X 0 187127 37389 ALISA R DOCTOROFF TRUSTEE 0.00 X 0 0 0 TAMAR GOLDSTEIN TRUSTEE 0.00 X 0 0 0 LINDA MIRELS TRUSTEE 0.00 X 0 0 0 JODI J SCHWARTZ TRUSTEE 0.00 X 0 0 0 0 1009151 95252 0 0 1 0 0 2182600 2182600 2182600 0 0 0 779000 779000 NYS ANNUAL FILING FEE 750 750 779750 779000 750 0 266553 166302 10347684 12630400 10614237 12796702 400000 330000 400000 330000 X 10214237 12466702 10214237 12466702 10614237 12796702 1402850 849615 0 X 0 1 X 1 0 X X X 1 UJA-FEDERATION OF NEW YORK 510172429 7 1 50000 0 1 50000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INVESTMENT IN NEW YORK JEWISH INSTITUTIONS INVESTMENT FUND, LLC 12630400 F 12630400 DUE TO UJA-FEDERATION OF NEW YORK 330000 330000 1 AMERICAN FRIENDS OF ITIM C/O KJ TECHNOLOGY 247 WEST 36TH STREET 5TH FLOOR NEW YORK NY 10018 262249073 501(C)(3) 10000 0 FOR GENERAL CHARITABLE PURPOSES AMERICAN FRIENDS OF LEKET ISRAEL PO BOX 2090 TEANECK NJ 076661490 208202424 501(C)(3) 27500 0 FOR GENERAL CHARITABLE PURPOSES AMERICAN FRIENDS OF MIGDAL OHR 1325 AVE OF THE AMERICAS 28TH FLOOR NEW YORK NY 10019 133389558 501(C)(3) 25000 0 FOR GENERAL CHARITABLE PURPOSES AMERICAN FRIENDS OF NISHMAT 520 8TH AVENUE NEW YORK NY 10018 043106173 501(C)(3) 18000 0 FOR GENERAL CHARITABLE PURPOSES AMERICAN ISRAEL EDUCATION FOUNDATION INC 251 H STREET NW WASHINGTON DC 20001 521623781 501(C)(3) 36000 0 FOR GENERAL CHARITABLE PURPOSES BETH DIN OF AMERICA 305 SEVENTH AVENUE 12TH FLOOR NEW YORK NY 100016008 132918333 501(C)(3) 10000 0 FOR GENERAL CHARITABLE PURPOSES BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 134092050 501(C)(3) 60000 0 FOR GENERAL CHARITABLE PURPOSES BNEI AKIVA OF US AND CANADA 520 8TH AVENUE 15TH FLOOR NEW YORK NY 10018 133713762 501(C)(3) 25000 0 FOR GENERAL CHARITABLE PURPOSES COLUMBIA COLLEGE 622 WEST 113TH STREET MC 4520 NEW YORK NY 10025 135598093 501(C)(3) 50000 0 FOR GENERAL CHARITABLE PURPOSES COLUMBIABARNARD HILLEL 606 WEST 115TH STREET NEW YORK NY 10025 237077182 501(C)(3) 25000 0 FOR GENERAL CHARITABLE PURPOSES COMMUNITY SECURITY SERVICES (CSS) 100 CROSSWAYS PARK DR W STE 403 WOODBURY NY 11797 260803826 501(C)(3) 25000 0 FOR GENERAL CHARITABLE PURPOSES COVENANT AND CONVERSATION CORP 25 WEST 45TH STREET SUITE 701 NEW YORK NY 10036 465102221 501(C)(3) 84000 0 FOR GENERAL CHARITABLE PURPOSES JEWISH EDUCATION PROJECT 520 EIGHTH AVENUE 15TH FLOOR NEW YORK NY 10018 454145810 501(C)(3) 10000 0 FOR GENERAL CHARITABLE PURPOSES JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 501(C)(3) 25000 0 FOR GENERAL CHARITABLE PURPOSES JEWISH MUSEUM 1109 5TH AVE NEW YORK NY 10128 136146854 501(C)(3) 10000 0 FOR GENERAL CHARITABLE PURPOSES MANHATTAN DAY SCHOOL 310 WEST 75TH STREET NEW YORK NY 10023 131641081 501(C)(3) 36000 0 FOR GENERAL CHARITABLE PURPOSES OHR TORAH STONE 49 WEST 45TH STREET SUITE 701 NEW YORK NY 10036 133275531 501(C)(3) 10000 0 FOR GENERAL CHARITABLE PURPOSES RAMAZ 114 EAST 85TH STREET NEW YORK NY 10028 131635279 501(C)(3) 18000 0 FOR GENERAL CHARITABLE PURPOSES ROCKEFELLER UNIVERSITY 1230 YORK AVE NEW YORK NY 10065 131624158 501(C)(3) 10000 0 FOR GENERAL CHARITABLE PURPOSES SAR HIGH SCHOOL 655 WEST 254TH STREET RIVERDALE NY 10471 132646185 501(C)(3) 25000 0 FOR GENERAL CHARITABLE PURPOSES THE ETZION FOUNDATION 111 GALWAY PLACE SUITE 203 TEANECK NJ 07666 237228230 501(C)(3) 18000 0 FOR GENERAL CHARITABLE PURPOSES THE FRISCH SCHOOL 120 WEST CENTURY ROAD PARAMUS NJ 07652 221937461 501(C)(3) 100000 0 FOR GENERAL CHARITABLE PURPOSES THE JEWISH CENTER 131 WEST 86 STREET NEW YORK NY 10024 131635300 501(C)(3) 10000 0 FOR GENERAL CHARITABLE PURPOSES THE ORTHODOX UNION 11 BROADWAY 14TH FLOOR NEW YORK NY 10004 135623717 501(C)(3) 25000 0 FOR GENERAL CHARITABLE PURPOSES UJA-FEDERATION OF NEW YORK 130 EAST 59TH STREET NEW YORK NY 10022 510172429 501(C)(3) 50000 0 GRANT TO SUPPORTED ORGANIZATION UJA-FEDERATION OF NEW YORK - FOR JEWISH PEOPLE POLICY INSTITUTE 130 EAST 59TH STREET NEW YORK NY 10022 510172429 501(C)(3) 15000 0 FOR GENERAL CHARITABLE PURPOSES 25 PART I, LINE 2: FOR ITS OPERATIONS, THE ORGANIZATION FOLLOWS PROCEDURES ESTABLISHED BY UJA- FEDERATION OF NEW YORK, ITS SUPPORTED ORGANIZATION. 0 0 0 0 0 0 0 0 0 ERIC S GOLDSTEIN PRESIDENT/TRUSTEE 0 612520 0 200000 0 9504 0 9150 0 52752 0 883926 0 0 STANLEY BAUMBLATT SECRETARY/TREASURER 0 185319 0 0 0 1808 0 17854 0 20535 0 225516 0 0 INVESTMENT ASSETS 2022-07-01 10347684 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 ERIC AND TAMAR GOLDSTEIN FOUNDATION TRANSFERRED IN KIND $10,347,684 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 ERIC AND TAMAR GOLDSTEIN FOUNDATION HAD A MEMBERSHIP INTEREST IN JIIF OF 1.071%. FORM 990, PART VI, SECTION A, LINE 2 TAMAR GOLDSTEIN (TRUSTEE) AND ERIC S. GOLDSTEIN (PRESIDENT) HAVE A FAMILY RELATIONSHIP. 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 OFFICER'S COMPENSATION LISTED IN PART VII IS PAID BY UJA-FEDERATION OF NEW YORK, THE ENTITY'S SUPPORTED ORGANIZATION. PURSUANT TO ITS BYLAWS, UJA-FEDERATION OF NEW YORK HAS A COMPENSATION COMMITTEE COMPOSED OF INDEPENDENT OFFICERS OF THE ORGANIZATION. THE COMMITTEE REVIEWS AND APPROVES THE COMPENSATION OF THE MOST HIGHLY COMPENSATED EXECUTIVES OF UJA-FEDERATION OF NEW YORK. THE COMPENSATION COMMITTEE RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE COMPARABILITY DATA FOR THEIR CONSIDERATION IN ORDER TO DEMONSTRATE THE REASONABLENESS OF THE RECOMMENDED COMPENSATION FOR THE SENIOR EXECUTIVES OF UJA-FEDERATION OF NEW YORK. DELIBERATIONS OF THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY RECORDED IN THE MINUTES OF THE COMMITTEE; THOSE MINUTES WERE CIRCULATED TO THE COMMITTEE MEMBERS AND APPROVED BY A VOTE OF THE MEMBERS OF THE COMPENSATION COMMITTEE. 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 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, LINE 7 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 S 680000 ACTUAL CASH TRANSFER