2026-05-08T10:50:07-05:00 2025-06-30 990 2024-07-01 135562971 THE BARON DE HIRSCH FUND BARO 2128361755 UJA-FED OF NY130 E 59TH ST 1061 NEW YORK NY 100221302 WILLIAM D SAMERS SECRETARY/TREASURER 2128361755 2026-05-04 1 2024 2025-03-06 01:10:19Z WILLIAM D SAMERS 130 EAST 59TH ST NEW YORK NY 100221302 2782 0 X N/A X 1891 NY SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC. 9 7 0 0 1942 0 0 0 0 0 2435 2782 0 0 2435 2782 60000 175000 0 0 0 0 0 0 0 37239 27760 97239 202760 -94804 -199978 3929075 4033413 64706 0 3864369 4033413 SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC., (UJA-FEDERATION OF NEW YORK). 0 0 175000 175000 GRANTS ARE MADE TO OTHER TAX EXEMPT ORGANIZATIONS IN FURTHERANCE OF UJA-FEDERATION OF NEW YORK'S CHARITABLE PURPOSES. 175000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 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 0 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 2128361755 130 EAST 59TH STREET NEW YORK NY 100221302 X STANLEY BAUMBLATT SECRETARY/TREASURER/TRUSTEE 1.00 35.00 X X 0 201637 60331 REBECCA KATZ-WHITE TRUSTEE 1.00 35.00 X 0 124810 6082 STEVEN J FREDMAN TRUSTEE 0.00 X 0 0 0 LINDA GERSTEL TRUSTEE 0.00 X 0 0 0 EVELYN B KENVIN TRUSTEE 0.00 X 0 0 0 MICHAEL P LUSTIG PRESIDENT/TRUSTEE 0.00 X X 0 0 0 ANNA RIESENBERG 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 326447 66413 0 0 1 0 0 2782 2782 1942 -1942 2782 2782 1942 -1942 175000 175000 CONSULTANT EXPENSES 26882 26882 FEDERAL TAXES 360 360 NYS TAXES 268 268 NYS ANNUAL FILING FEE 250 250 202760 175000 27760 0 4815 5387 3923709 4028025 551 1 3929075 4033413 60000 0 4706 0 64706 0 X 3864369 4033413 3864369 4033413 3929075 4033413 -199978 369022 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 3893317 F INVESTMENTS 134708 F 4028025 1 AFAACCI 1466 MANOR ROAD STATEN ISLAND NY 10314 753049554 501(C)(3) 35000 0 FOR GENERAL CHARITABLE PURPOSES FRIENDS OF ETHIOPIAN JEWS INC PO BOX 590600 NEWTON CENTRE MA 02459 061512486 501(C)(3) 50000 0 FOR GENERAL CHARITABLE PURPOSES JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 501(C)(3) 65000 0 FOR GENERAL CHARITABLE PURPOSES US FRIENDS OF DROR ISRAEL 2901 CLINT MOORE ROAD SUITE 421 BOCA RATON FL 33496 883346322 501(C)(3) 25000 0 FOR GENERAL CHARITABLE PURPOSES 4 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 199583 0 0 0 2054 0 34481 0 26552 0 262670 0 0 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 1 1 UJA-FEDERATION OF NEW YORK R 249706 CASH - ACTUAL CASH TRANSFERS UJA-FEDERATION OF NEW YORK S 245000 CASH - ACTUAL CASH TRANSFERS