2024-05-13T16:02:02-05:00 2023-06-30 990 2022-07-01 135562971 THE BARON DE HIRSCH FUND BARO 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 2202 0 X N/A X 1891 NY SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC. X 9 7 0 0 0 1644 0 0 0 0 269734 2202 26 0 269760 2202 420000 745000 0 0 0 0 0 0 0 68110 46926 488110 791926 -218350 -789724 4166632 4403237 15730 740466 4150902 3662771 SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC., (UJA-FEDERATION OF NEW YORK). 0 0 745000 745000 GRANTS ARE MADE TO OTHER TAX EXEMPT ORGANIZATIONS IN FURTHERANCE OF UJA-FEDERATION OF NEW YORK'S CHARITABLE PURPOSES. 745000 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 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 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 MICHAEL P LUSTIG PRESIDENT/TRUSTEE 0.00 X X 0 0 0 STANLEY BAUMBLATT SECRETARY/TREASURER/TRUSTEE 1.00 35.00 X X 0 187127 37389 STEVEN J FREDMAN TRUSTEE 0.00 X 0 0 0 LINDA GERSTEL TRUSTEE 0.00 X 0 0 0 GARY GORDON TRUSTEE 0.00 X 0 0 0 REBECCA KATZ-WHITE TRUSTEE 1.00 35.00 X 0 109537 5410 EVELYN B KENVIN TRUSTEE 0.00 X 0 0 0 RONI RUBENSTEIN TRUSTEE 0.00 X 0 0 0 MARC K SUVALL TRUSTEE 0.00 X 0 0 0 0 296664 42799 0 0 1 0 0 2202 2202 2202 2202 0 0 745000 745000 CONSULTANT EXPENSES 26940 26940 ADMINISTRATIVE EXPENSES 19736 19736 NYS ANNUAL FILING FEE 250 250 791926 745000 46926 0 10440 364901 4156191 4037785 1 551 4166632 4403237 350000 15730 390466 15730 740466 X 4150902 3662771 4150902 3662771 4166632 4403237 -789724 301593 0 X 0 1 X 1 0 X X X 1 UJA-FEDERATION OF NEW YORK 510172429 7 1 0 0 1 0 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 3958221 F INVESTMENTS 79564 F 4037785 DUE TO UJA-FEDERATION OF NEW YORK 390466 390466 1 AMERICAN FRIENDS OF ANU - MUSEUM OF THE JEWISH PEOPLE (AFANU) 633 THIRD AVENUE 21ST FLOOR NEW YORK NY 10017 132928469 501(C)(3) 30000 0 FOR GENERAL CHARITABLE PURPOSES AMERICAN FRIENDS OF THE ASSOC FOR THE ADVANCEMENT OF COM CENTERS IN ISRAEL 1466 MANOR RD STATEN ISLAND NY 10314 753049554 501(C)(3) 60000 0 FOR GENERAL CHARITABLE PURPOSES AMERICAN FRIENDS OF ETHIOPIAN JEWS PO BOX 960059 BOSTON MA 02196 061512486 501(C)(3) 70000 0 FOR GENERAL CHARITABLE PURPOSES AMERICAN FRIENDS OF MAOZ-SEAL C/O ABS 57 WINGATE ST SUITE 204 HAVERHILL MA 01832 453412935 501(C)(3) 25000 0 FOR GENERAL CHARITABLE PURPOSES AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 EAST 42ND STREET SUITE 400 NEW YORK NY 10017 131656634 501(C)(3) 100000 0 FOR GENERAL CHARITABLE PURPOSES GESHER FOUNDATION 511 6TH AVENUE SUITE 444 NEW YORK NY 10011 237029115 501(C)(3) 20000 0 FOR GENERAL CHARITABLE PURPOSES IMPACTISRAEL 200 HIGHLAND AVENUE SUITE 301 NEEDHAM MA 02494 223090463 501(C)(3) 110000 0 FOR GENERAL CHARITABLE PURPOSES JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 501(C)(3) 330000 0 FOR GENERAL CHARITABLE PURPOSES 8 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 STANLEY BAUMBLATT SECRETARY/TREASURER/TRUSTEE 0 185319 0 0 0 1808 0 17854 0 20535 0 225516 0 0 INVESTMENT ASSETS 2022-07-01 4099446 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 BARON DE HIRSCH FUND TRANSFERRED IN KIND $4,099,446 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 BARON DE HIRSCH FUND HAD A MEMBERSHIP INTEREST IN JIIF OF .3342%. 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 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 10022 510172429 PUBLIC CHARITY NY 501(C)(3) SCHEDULE A, LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 UJA-FEDERATION OF NEW YORK S 775000 ACTUAL CASH TRANSFERS