2024-11-14T15:18:15-06:00 2023-12-31 161131146 BONADIO & CO LLP 100 CORPORATE PARKWAY SUITE 200 AMHERST NY 14226 990 2023-01-01 166023261 FOUNDATION FOR JEWISH PHILANTHROPIES INC FOUN 7162041133 2640 NORTH FOREST ROAD 200 GETZVILLE NY 140681573 IRVING LEVY EXECUTIVE DIRECTOR 7162041133 2024-11-14 1 0 JUSTIN N REID P01321869 7162506600 2024-11-14 2023 2024-10-15 13:58:12Z IRVING LEVY 2640 NORTH FOREST ROAD 200 GETZVILLE NY 140681573 27453302 0 X WWW.JEWISHPHILANTHROPIES.ORG X 1911 NY THE ORGANIZATION IS A NOT-FOR-PROFIT, PUBLIC CHARITY ESTABLISHED IN 1911 TO PROVIDE FOR THE QUALITY AND CONTINUITY OF JEWISH LIFE IN WESTERN NEW YORK AND AROUND THE WORLD THROUGH PRIVATE PHILANTHROPY. THE FOUNDATION SEEKS, ACCEPTS, MANAGES, AND DISTRIBUTES CHARITABLE LEGACIES, BEQUESTS, TRUSTS, ENDOWMENTS, AND OTHER PHILANTHROPICAL FUNDS FOR THE BENEFIT OF THE COMMUNITY. 28 28 10 26 0 0 8633921 8938031 437711 478839 1770205 18036432 560016 0 11401853 27453302 34898255 10513456 0 0 734063 766687 0 0 150834 1995546 2548512 37627864 13828655 -26226011 13624647 239988540 253763195 133147127 134555773 106841413 119207422 X SEE SCHEDULE OTHE ORGANIZATION IS A NOT-FOR-PROFIT, PUBLIC CHARITY ESTABLISHED IN 1911 TO PROVIDE FOR THE QUALITY AND CONTINUITY OF JEWISH LIFE IN WESTERN NEW YORK AND AROUND THE WORLD THROUGH PRIVATE PHILANTHROPY. THE FOUNDATION SEEKS, ACCEPTS, MANAGES, AND DISTRIBUTES CHARITABLE LEGACIES, BEQUESTS, TRUSTS, ENDOWMENTS, AND OTHER PHILANTHROPICAL FUNDS FOR THE BENEFIT OF THE COMMUNITY. 0 0 13347986 10513456 478839 THE FOUNDATION OPERATES AS A PUBLIC CHARITY TO SEEK, ACCEPT, MANAGE, AND DISTRIBUTE LEGACIES, BEQUESTS, ENDOWMENTS, TRUSTS, DONOR-ADVISED, RESTRICTED, AND OTHER PHILANTHROPIC FUNDS. THE FOUNDATION DEVELOPS AND MANAGES ENDOWMENT FUNDS FOR JEWISH AND NON JEWISH SOCIAL SERVICE AGENCIES, COMMUNITY ORGANIZATIONS, TEMPLES, AND SYNAGOGUES. IT OFFERS A VARIETY OF PLANNED GIVING SERVICES FOR DONORS AND CONDUCTS A GRANT MAKING PROGRAM FOR THE DISTRIBUTION OF FUNDS FOR BROAD CHARITABLE PURPOSES. 13347986 1 1 0 0 0 1 0 0 1 1 1 0 0 1 1 0 0 1 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 14 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X X IRVING LEVY EXECUTIVE DIRECTOR 7162041133 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 14068 DANIEL KESTER PRESIDENT 1.00 X X 0 0 0 PETER WEINMANN VICE PRESIDENT 1.00 X X 0 0 0 ALISON KEANE VICE PRESIDENT 1.00 X X 0 0 0 ESTHER QUARTARONE VICE PRESIDENT 1.00 X X 0 0 0 CRAIG SMALL SECRETARY 1.00 X X 0 0 0 RICHARD ZAKALIK TREASURER 1.00 X X 0 0 0 LISA ALLEN DIRECTOR 1.00 X 0 0 0 JEFF BAGEL DIRECTOR 1.00 X 0 0 0 SARAH CARNEY DIRECTOR 1.00 X 0 0 0 BRUCE CORRIS DIRECTOR 1.00 X 0 0 0 SUSAN FREED DIRECTOR 1.00 X 0 0 0 SCOTT GOLDMAN DMD DIRECTOR 1.00 X 0 0 0 PENNY HOWARD DIRECTOR 1.00 X 0 0 0 MICHAEL JOSEPH DIRECTOR 1.00 X 0 0 0 BRUCE LEVINE DIRECTOR 1.00 X 0 0 0 JORDANA MAISEL DIRECTOR 1.00 X 0 0 0 DR JOEL PAULL DIRECTOR 1.00 X 0 0 0 SANATH RAJAPASKE DIRECTOR 1.00 X 0 0 0 ERIC RECON DIRECTOR 1.00 X 0 0 0 ALAN ROSENHOCK DIRECTOR 1.00 X 0 0 0 DR BRIAN SNYDER DIRECTOR 1.00 X 0 0 0 RICHARD STEINBERG DIRECTOR 1.00 X 0 0 0 MELISSA STEVENER DIRECTOR 1.00 X 0 0 0 JAKE WARNER DIRECTOR 1.00 X 0 0 0 ARNOLD KAHN HONORARY TRUSTEE 1.00 X 0 0 0 DONALD KOHNSTAMM HONORARY TRUSTEE 1.00 X 0 0 0 DAVID FEUERSTEIN HONORARY TRUSTEE 1.00 X 0 0 0 LENORE J LEVY HONORARY TRUSTEE 1.00 X 0 0 0 RAYMOND FINK HONORARY TRUSTEE 1.00 X 0 0 0 JUDITH KATZ HONORARY TRUSTEE 1.00 X 0 0 0 SANFORD NOBEL HONORARY TRUSTEE 1.00 X 0 0 0 JONATHAN SCHECHTER HONORARY TRUSTEE 1.00 X 0 0 0 GARY GREENFIELD HONORARY TRUSTEE 1.00 X 0 0 0 IRVING LEVY EXECUTIVE DIRECTOR 40.00 X 200176 0 11610 200176 0 11610 1 0 1 0 0 8938031 2900240 8938031 FUND CHARGES 561000 478839 478839 478839 18036432 18036432 27453302 478839 0 18036432 10256384 10256384 135572 135572 121500 121500 359292 143717 147310 68265 289500 115800 118695 55005 63337 25335 25968 12034 54558 21823 22369 10366 46000 44160 1380 460 12421 11924 373 124 68074 65351 2042 681 10897 10460 327 110 181018 173778 5430 1810 75481 72462 2264 755 27743 26634 832 277 6569 6306 197 66 61508 59048 1845 615 LIFE INSURANCE PREMIUMS 2032054 2032054 EQUIPMENT RENTAL AND MA 22528 21627 676 225 MISCELLANEOUS 4219 4051 127 41 13828655 13347986 329835 150834 3207548 3644283 9096268 2910638 2931073 7683526 6669764 414626 403949 17246 10677 125633253 177763993 32809767 9224625 58630294 53518780 239988540 253763195 21146057 14982973 89219787 95285758 22781283 24287042 133147127 134555773 X 72485326 79033941 34356087 40173481 106841413 119207422 239988540 253763195 X 13624647 -1258638 X X 0 1 X 1 0 X 9140740 4017402 22082960 9071632 9416870 53729604 9140740 4017402 22082960 9071632 9416870 53729604 17369270 36360334 3302115 2045867 3721393 2330221 0 11399596 1550000 4709258 6259258 71388458 0.50930 0.40870 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: DEATH BENEFITS - 2019 AMOUNT: $ 1,550,000. 2020 AMOUNT: $ 4,709,258. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 218 4084009 9662250 105931381 1 1 0 1 X 34356087 5319880 2248322 1750808 40173481 33836366 5692346 -2937315 2235310 34356087 28423289 721394 2945801 1745882 33836366 26746067 145596 2053032 521406 28423289 22245007 1402647 2488125 610287 26746067 0 0 414626 403949 10677 10677 CASH SURRENDER VALUE LIFE INSURANCE 3083191 OTHER ASSETS 980667 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 33624002 BUILDINGS OWNED BY LLC'S 15830920 53518780 LIABILITY TO DONORS 24287042 24287042 PART IV, LINE 2B: THE FOUNDATION FOR JEWISH PHILANTHROPIES MANAGES ENDOWMENT AND QUASI-ENDOWMENT FUNDS FOR VARIOUS OTHER SOCIAL SERVICE AGENCIES, COMMUNITY ORGANIZATIONS, TEMPLES, AND SYNAGOGUES. THE FOUNDATION PROVIDES INVESTMENT AND OTHER FUND MANAGEMENT SERVICES TO THESE ORGANIZATIONS UNDER AGREEMENTS, WHICH SPECIFY CHARGES AND FEES, WHERE APPLICABLE. SINCE THESE FUNDS REMAIN UNDER THE CONTROL OF THE AGENCIES, THEY ARE SHOWN AS FUNDS HELD ON BEHALF OF OTHER ORGANIZATIONS. PART V, LINE 4: THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ASSETS AGAINST INFLATION. AN ADDITIONAL OBJECTIVE IS TO MAXIMIZE TOTAL RETURN, IN THE FORM OF INCOME, CAPITAL APPRECIATION OR BOTH, CONSISTENT WITH THE LEVEL OF RISK TAKEN. EARNINGS AND LOSSES ON THE INVESTMENT FUNDS ARE RECORDED IN THE NET ASSETS WITH DONOR RESTRICTIONS CATEGORY IN COMPLIANCE WITH THE RESTRICTIONS OVER EARNINGS AS SPECIFIED BY THE DONOR. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO RECIPIENTS 126572 GERMANY 0 0 GRANTS TO RECIPIENTS 9000 0 0 0 0 0 0 135572 0 135572 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GENERAL SUPPORT 126572 CHECK 0 GERMANY GENERAL SUPPORT 9000 WIRE TRANSFER 0 7 0 0 0 0 0 0 PART I, LINE 2 REASONABLE MEASURES ARE TAKEN TO ENSURE THAT GRANTS ARE BEING USED FOR THEIR INTENDED PURPOSE, TO ENSURE THAT APPROPRIATE USE OF GRANT FUND, THE ORGANIZATION HAS SPECIFIC PROCEDURES FOR MAKING GRANTS. WITH EACH GRANT MADE, THE CONDITIONS OF SUCH ARE SPECIFIED IN A GRANT LETTER. 0 ADVOCACY CENTER OF TOMPKINS COUNTY PO BOX 164 ITHACA NY 14851 222237195 501(C)(3) 10000 0 GENERAL PURPOSES AJC WEST COAST FLORIDA 1605 MAIN STREET SUITE 612 SARASOTA FL 34236 135563393 501(C)(3) 20000 0 GENERAL PURPOSES 716 SQUASH PO BOX 372 BUFFALO NY 14207 822680997 501(C)(3) 6750 0 GENERAL PURPOSES ALGONQUIN CAMPERSHIP FUND - ROCHESTER AREA COMMUNITY FOUNDATION 500 EAST AVENUE ROCHESTER NY 14607 237250641 501(C)(3) 5500 0 GENERAL PURPOSES AMERICAN JEWISH COMMITTEE THE JACOB BLAUSTEIN COMMITTEE NEW YORK NY 100222746 135563393 501(C)(3) 50200 0 GENERAL PURPOSES AMERICAN FRIENDS OF LEKET ISRAEL PO BOX 2090 TEANECK NJ 07666 208202424 501(C)(3) 7680 0 GENERAL PURPOSES BAIS LUBAVITCH PO BOX 153 GETZVILLE NY 14068 161047850 501(C)(3) 104050 0 GENERAL PURPOSES BERKSHIRE WALDORF HIGH SCHOOL BOX 905 GREAT BARRINGTON MA 01230 200582262 501(C)(3) 33000 0 GENERAL PURPOSES ANSHE EMET SYNAGOGUE 3751 N BROADWAY ST CHICAGO IL 60613 360739900 501(C)(3) 5800 0 GENERAL PURPOSES BUFFALO CITY MISSION PO BOX 496 BUFFALO NY 14205 160743965 501(C)(3) 17989 0 GENERAL PURPOSES BUFFALO HISTORY MUSEUM ONE MUSEUM COURT BUFFALO NY 14216 166000166 501(C)(3) 9375 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 501(C)(3) 897415 0 GENERAL PURPOSES BINGHAMTON UNIVERSITY OFFICE OF STUDENT ACCOUNTS PO BOX 6003 BINGHAMTON NY 13902 166053710 501(C)(3) 7000 0 GENERAL PURPOSES BUFFALO OLMSTED PARKS CONSERVANCY 84 PARKSIDE AVENUE BUFFALO NY 14214 222720927 501(C)(3) 17425 0 GENERAL PURPOSES BUFFALO PHILHARMONIC ORCHESTRA 786 DELAWARE AVENUE 2 BUFFALO NY 142092006 222270540 501(C)(3) 11788 0 GENERAL PURPOSES BUFFALO SEMINARY 205 BIDWELL PARKWAY BUFFALO NY 14222 160367980 501(C)(3) 7601 0 GENERAL PURPOSES BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 042774441 501(C)(3) 150000 0 GENERAL PURPOSES BURCHFIELD PENNEY ART CENTER 1300 ELMWOOD AVENUE 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501(C)(3) 10000 0 GENERAL PURPOSES CONGREGATION YAGDIL TORAH - EAST BOCA KEHILLA 298 NW 45TH STREET BOCA RATON FL 33431 274230111 501(C)(3) 35000 0 GENERAL PURPOSES CORNELL UNIVERSITY 130 E SENECA STREET SUITE 400 ITHACA NY 14850 150532082 501(C)(3) 110766 0 GENERAL PURPOSES GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BOULEVARD MIAMI FL 33137 590624404 501(C)(3) 7000 0 GENERAL PURPOSES FAMILY PROMISE 1603 TSCHACHE LANE BOZEMAN MT 59715 113739588 501(C)(3) 50000 0 GENERAL PURPOSES HILLEL OF BUFFALO 520 LEE ENTRANCE AMHERST NY 14228 166065281 501(C)(3) 19640 0 GENERAL PURPOSES HISTORY CENTER IN TOMPKINS COUNTY 110 NORTH TIOGA STREET ITHACA NY 14850 156024061 501(C)(3) 10000 0 GENERAL PURPOSES HOSPICE FOUNDATION OF WNY 225 COMO PARK BOULEVARD CHEEKTOWAGA NY 14227 223137812 501(C)(3) 79371 0 GENERAL PURPOSES FEEDMORE WNY 100 JAMES E CASEY DRIVE BUFFALO NY 14206 222470820 501(C)(3) 5650 0 GENERAL PURPOSES ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ANNENBERG BUILDING BOX 1002 NEW YORK NY 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COMPANY 417 MLK JR STREET ITHACA NY 14850 161443072 501(C)(3) 10000 0 GENERAL PURPOSES LAFAYETTE COLLEGE 1 MARKLE HALL EASTON PA 18042 240795686 501(C)(3) 10000 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 501(C)(3) 902794 0 GENERAL PURPOSES LOAVES AND FISHES OF TOMPKINS CENTER 875 ELMWOOD AVENUE BUFFALO NY 14222 161271406 501(C)(3) 10000 0 GENERAL PURPOSES GALATIANS 62 INC 1215 MANATEE AVE W BRADENTON FL 34205 650729731 501(C)(3) 25000 0 GENERAL PURPOSES MAKE-A-WISH FOUNDATION 1702 EAST HIGHLAND AVENUE SUITE 400 PHOENIX AZ 85016 223215726 501(C)(3) 12600 0 GENERAL PURPOSES GIRLS EDUCATION COLLABORATIVE 640 ELLICOTT STREET BOX 4 BUFFALO NY 14203 611578303 501(C)(3) 12000 0 GENERAL PURPOSES MOTE MARINE LABORATORY 1600 KEN THOMPSON PKWY SARASOTA FL 34236 590756643 501(C)(3) 10000 0 GENERAL PURPOSES NATE'S HONOR ANIMAL RESCUE 4951 LORRAINE ROAD BRADENTON FL 34211 260878064 501(C)(3) 2660000 0 GENERAL PURPOSES 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CHILDREN 501 KINGS HIGHWAY E FAIRFIELD CT 068254861 060726487 501(C)(3) 5270 0 GENERAL PURPOSES JOINT DISTRIBUTION COMMITTEE 220 EAST 42ND ST SUITE 400 NEW YORK NY 10017 131656634 501(C)(3) 5100 0 GENERAL PURPOSES KAVOD SHEF 820 S MONACO PKWY SUITE 234 DENVER CO 80224 475495289 501(C)(3) 10000 0 GENERAL PURPOSES STATE THEATRE ITHACA 111 W STATE STREET ITHACA NY 14850 300520118 501(C)(3) 10000 0 GENERAL PURPOSES KEREN YISROEL 580 CROWN STREET APT 003 BROOKLYN NY 11213 260152339 501(C)(3) 8500 0 GENERAL PURPOSES TEMPLE BETH TZEDEK 1641 N FOREST ROAD WILLIAMSVILLE NY 14221 262794681 501(C)(3) 22898 0 GENERAL PURPOSES TEMPLE BETH ZION 700 SWEET HOME ROAD BUFFALO NY 142261497 160755891 501(C)(3) 90827 0 GENERAL PURPOSES TEMPLE EMANU-EL 151 MCINTOSH ROAD SARASOTA FL 34232 591145961 501(C)(3) 18000 0 GENERAL PURPOSES THE JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY NEW YORK NY 10004 131624240 501(C)(3) 44037 0 GENERAL PURPOSES THE TABERNACLE 3210 SOUTHWESTERN BLVD ORCHARD PARK NY 14127 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WESTON PARKWAY CARY NC 27513 133705951 501(C)(3) 25000 0 GENERAL PURPOSES VILLAGE AT ITHACA 401 W SENECA STREET ITHACA NY 14850 161554144 501(C)(3) 10000 0 GENERAL PURPOSES LABOR AND WORKING CLASS HISTORY ASSOCIATION 323 S LOMBARD AVE OAK PARK IL 60302 383445812 501(C)(3) 50000 0 GENERAL PURPOSES WRVO PUBLIC MEDIA - SUNY OSWEGO COLLEGE FOUNDATION 215 SHELDON HALL OSWEGO NY 131269986 150543477 501(C)(3) 10000 0 GENERAL PURPOSES LIFT OUR OWN INC 48 REYNOLDS ST KINGSTON PA 18704 853705083 501(C)(3) 8000 0 GENERAL PURPOSES MACHIK 1203 K STREET NW WASHINGTON DC 20005 030377568 501(C)(3) 11650 0 GENERAL PURPOSES MARTIN HOUSE RESTORATION CORPORATION 143 JEWETT PARKWAY BUFFALO NY 14214 161426693 501(C)(3) 11100 0 GENERAL PURPOSES YOUNG ISRAEL OF GREATER BUFFALO 105 MAPLE ROAD WILLIAMSVILLE NY 14221 237393735 501(C)(3) 14395 0 GENERAL PURPOSES MESIVTA MENACHEM OF AMHERST 60 CHESTNUT HILL LANE WILLIAMSVILLE NY 14221 161601425 501(C)(3) 12000 0 GENERAL PURPOSES NEW ROOTS CHARTER SCHOOL 116 N CAYUGA STREET ITHACA NY 14850 264183302 501(C)(3) 200000 0 GENERAL PURPOSES OUT-OF-DOOR ACADEMY OF SARASOTA INC 444 REID STREET SARASOTA FL 34242 591731857 501(C)(3) 10000 0 GENERAL PURPOSES SAY YES BUFFALO 1166 JEFFERSON AVENUE SUITE A BUFFALO NY 14208 223139858 501(C)(3) 25000 0 GENERAL PURPOSES WESTMINSTER PRESBYTERIAN CHURCH 724 DELAWARE AVENUE BUFFALO NY 14209 160743224 501(C)(3) 29500 0 GENERAL PURPOSES WESTMINSTER ECONOMIC DEVELOPMENT INITIATIVE 436 GRANT STREET BUFFALO NY 14213 204230463 501(C)(3) 10000 0 GENERAL PURPOSES UNIVERSITY OF ROCHESTER LARRY CINDY BLOCH ALUMNI CENTER OFFICE OF GIFT AND DONOR RECORDS BO ROCHESTER NY 14627 160743209 501(C)(3) 13610 0 GENERAL PURPOSES SHAW FESTIVAL FOUNDATION PO BOX 628 LEWISTON NY 14092 222809351 501(C)(3) 5895 0 GENERAL PURPOSES SISTERS HOSPITAL FOUNDATION 2157 MAIN STREET BUFFALO NY 14214 222283077 501(C)(3) 11500 0 GENERAL PURPOSES STAND WITH US PO BOX 341069 LOS ANGELES CA 90034 010566033 501(C)(3) 7500 0 GENERAL PURPOSES ST GREGORY THE GREAT RC CHURCH 200 ST GREGORY COURT WILLIAMSVILLE NY 14221 161517131 501(C)(3) 6000 0 GENERAL PURPOSES ST JOSEPH COLLEGIATE INSTITUTE 845 KENMORE AVENUE BUFFALO NY 14223 160743159 501(C)(3) 10100 0 GENERAL PURPOSES TEAM TONY CANCER FOUNDATION 3862 SOUTH OSPREY AVENUE SUITE C SARASOTA FL 34239 273755241 501(C)(3) 13205 0 GENERAL PURPOSES THE SCHOERKE FOUNDATION PO BOX 214 WESTTOWN PA 19395 205613248 501(C)(3) 10000 0 GENERAL PURPOSES YESHIVA UNIVERSITY STUDENT FINANCE WOMENS CAMPUS 215 LEXINGTON AVENUE SUITE 620 NEW YORK NY 10016 131624225 501(C)(3) 5500 0 GENERAL PURPOSES TZIVOS HASHEM CANADA INC 3727 CHESSWOOD DRIVE TORONTO ON CA M3J 2H5 890961782 501(C)(3) 120000 0 GENERAL PURPOSES URGEWALD VON GALEN STRABE 4 SASSENBURG GM 38476 501(C)(3) 9000 0 GENERAL PURPOSES FINANCIAL ASSISTANCE FOR ACADEMIC SCHOLARSHIP AWARDS AND ISRAEL SCHOLARSHIPS 29 121500 1 X X X X 0 0 0 0 0 0 0 0 0 IRVING LEVY EXECUTIVE DIRECTOR 200176 0 0 0 0 0 0 0 11610 0 211786 0 0 0 X 67 1900240 MEDIANPRICE GIFTDATE X 1 1000000 LIQUIDATION VALUE 0 1 1 PART I, LINE 32B: BROKERS ARE USED TO SELL NON CASH DONATIONS OF SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT OUTSIDE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE TOP FINANCIAL OFFICIAL AND THEN BY THE BOARD PRESIDENT. PRIOR TO FILING, COPIES OF FORM 990 ARE PROVIDED TO ALL BOARD MEMBERS FOR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS FURNISHED TO EACH TRUSTEE, OFFICER, COMMITTEE MEMBER, AND EMPLOYEE. ALL PARTIES ARE EDUCATED ABOUT THE IMPORTANCE OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND ARE SUBJECT TO DISCIPLINARY ACTION IF THEY FAIL TO ADHERE TO IT. EACH PERSON SIGNS AN ANNUAL COMPLIANCE AGREEMENT ACKNOWLEDGING RECEIPT OF THIS POLICY AND AGREEING TO ABIDE BY IT. AN INTERESTED PERSON MUST DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND ANY MATERIAL FACT WHICH MAY RELATE TO ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO THE CEO, THE BOARD OR ANY APPROPRIATE COMMITTEE AT THE BEGINNING OF THE BOARD'S OR SUCH COMMITTEE'S CONSIDERATION OR REVIEW OF ANY PROPOSED OR EXISTING TRANSACTION OR AS SOON AS HE/SHE FIRST BECOMES AWARE OF IT. AFTER THE CEO OR AN INTERESTED PERSON DISCLOSES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR ANY MATERIAL FACT, WHICH MAY RELATE THERETO THE BOARD OR ANY APPROPRIATE COMMITTEE, SAID BOARD OR COMMITTEE WILL DISCUSS SAID DISCLOSURE WITH THE INTERESTED PERSON. THEN THE INTERESTED PERSON WILL LEAVE THE BOARD OR COMMITTEE MEETING. THE BOARD OR COMMITTEE WILL DISCUSS THE DISCLOSURE AND VOTE. THE BOARD OR COMMITTEE WILL DETERMINE BY A MAJORITY VOTE OF ALL OF ITS REMAINING MEMBERS IF A CONFLICT OF INTEREST EXISTS; PROVIDED, HOWEVER, THAT IF A TRANSACTION WOULD CONSTITUTE A RELATED PARTY TRANSACTION UNDER THE NEW YORK NOT-FOR- PROFIT CORPORATION LAW, A CONFLICT OF INTEREST WILL BE DEEMED TO EXIST. IF THE BOARD OR A COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST DOES IN FACT EXIST, THEN THE FOUNDATION WILL TAKE THE FOLLOWING STEPS: 1. THE BOARD OR COMMITTEE WILL INVESTIGATE ALTERNATIVES TO THE PROPOSED OR EXISTING TRANSACTION. 2. AFTER EXERCISING DUE DILIGENCE AND AFTER ASSURING ITSELF THAT IT IS ACTING IN COMPLIANCE WITH FOUNDATION POLICIES, THE BOARD OR COMMITTEE WILL OBTAIN AND RELAY UPON APPROPRIATE DATA AS TO COMPARABILITY WITH AN APPROPRIATE MARKET. 3. AFTER EXERCISING DUE DILIGENCE AND ENSURING COMPLIANCE WITH FOUNDATION POLICIES, THE BOARD OR COMMITTEE WILL DETERMINE WHETHER THE FOUNDATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION WITH REASONABLE EFFORTS FROM ANY PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. 4. THE BOARD OR COMMITTEE WILL DETERMINE: (A) WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE FOUNDATION AND IN THE FOUNDATION'S BEST INTEREST AND (B) WHETHER TO ENTER INTO OR CONTINUE SAID TRANSACTION. THE BOARD OR COMMITTEE MINUTES WILL CONTAIN: (1) THE NAMES OF THE PERSONS WHO DISCLOSE OR OTHERWISE ARE IDENTIFIED AS HAVING AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST (2) IN SUMMARY FORM, THE NATURE OF THE INTEREST AND ACTIONS TAKEN (IF ANY) BY THE BOARD OR COMMITTEE TO DETERMINE WHETHER A CONFLICT ACTUALLY EXISTED (3) THE OUTCOME OF THE BOARD'S OR COMMITTEE'S VOTE AS TO WHETHER A CONFLICT OF INTEREST ACTUALLY EXISTED (4) IN SUMMARY FORM, THE STEPS AND ACTIONS TAKEN (IF ANY) BY THE BOARD OR COMMITTEE TO ADDRESS THE CONFLICT AND INVESTIGATE ALTERNATIVES TO IT (5) THE NAMES OF THE MEMBERS OF THE BOARD OR COMMITTEE PRESENT DURING THE DEBATE AND THOSE WHO VOTED ON IT AND THEIR VOTES AND (6) THE AFFIRMATIVE STATEMENT OF THE BOARD OR COMMITTEE CHAIR THAT ALL REQUIRED STEPS AND ACTIONS WERE TAKEN IN COMPLIANCE WITH FOUNDATION POLICIES. SUCH MINUTES WILL BE PRESERVED IN BOTH THE FILE OF THE TRANSACTION AND A SEPARATELY MAINTAINED "CONFLICT OF INTEREST" FILE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S PROCESS FOR DETERMINING COMPENSATION FOR ALL EMPLOYEES INCLUDING ITS CEO AND TOP MANAGEMENT OFFICIAL INCLUDES THE PREPARATION OF THE "SALARY AND BENEFITS SCHEDULE BY EMPLOYEE" BY THE TOP FINANCIAL OFFICIAL AND REVIEW WITH THE CEO. AS PART OF THE BOARD'S REVIEW OF THE TOTAL BUDGET, A SALARY AND BENEFITS DISCUSSION IS HELD TO DISCUSS ANY CHANGES IN EACH EMPLOYEE'S POSITION AND OVERALL SALARY AND COST OF BENEFITS PROVIDED, TO THE EXTENT IT DIFFERS FROM THE STANDARD COST OF LIVING INCREASE. A LIST OF ALL EMPLOYEES AND THEIR DUTIES IS PRESENTED DURING THE BUDGET MEETING. ANNUAL SALARY AND BENEFITS EXPENSE IS ANALYZED IN COMPARISON TO PRIOR YEAR. AFTER A DISCUSSION, THERE IS A MOTION AND APPROVAL OF THE BUDGET FOR THE UPCOMING YEAR AS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -1,505,759. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 228,123. PRESENT VALUE ADJUSTMENT ON PLEDGES 18,998. FORM 990, PART XII, LINE 2C, CHANGE OF OVERSIGHT PROCESS PROCESS HAS REMAINED UNCHANGED YEAR OVER YEAR 570 ASSOCIATES X LLC 7978 COPPER CREEK BLVD SUITE 100 BRADENTON FL 34201 RENTAL PROPERTY FL 151789 3064823 FOUNDATION FOR JEWISH PHILANTHROPIES 93 ILRPT LLC 7978 COPPER CREEK BLVD SUITE 100 BRADENTON FL 34201 RENTAL PROPERTY FL 882751 13254166 FOUNDATION FOR JEWISH PHILANTHROPIES