Professional Documents
Culture Documents
Cfi - Fy2004 - F990
Cfi - Fy2004 - F990
Form M
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung
Department of the Treasury Internal Revenue Service A For the 2004 cal Check if applicable it Address change ZI ~~ Name change OCU LI Initial return Final return Amended return I
OMB No . 1545-0047
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IN- The organization may have to use a copy of this return to satisfy state re porting requirements.
IIIIIIIIIIIIIIIIIIIIIIIII11111IIIIIIIIIIIIIIlIIIIIIIIIIIIIIIII 194717 ****+*rUTO*iS--DIGIT CENTRAL FUND OF ISRAEL lOQ1_B
20 D Employer identification number p Q B 53 ,uite E Telephone number F Accounting meUwd I!J crash 0 other (specify) lo-
C/0 MARCUS 49P-VMPPW 980 AVENUE OF THE AMERICAS FRNT 3 NEW YORK NY 10018-7804
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D Accrual
0 Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable trusts must attach a completed Schedule A (Form 990 w 990-EZ).
"
H(b) If "Yes," enter number of affiliates ii~ --------------H(c) Are all affiliates included ? El Yes E] No (If "No," attach a list. See instructions .)
LJ Yss L~J No
Check here " El if the organization's gross receipts are normally not more than $25,000 The organization need not file a return with the IRS, but if the organization received a Form 990 Package in the mail, it should file a return without financial data Some states require a complete return .
Gross receipts Add lines 6b, 8b, 9b, and 10b to line 12
2 3 4 5
a b c d
6a Gross rents .
Direct public support . . . . . . , . , Indirect public support Government contributions (grants) Total (add lines 1a through 1c) (cash $ ~lQ.9 . Program service revenue including government fees and Membership dues and assessments . . . . Interest on savings and temporary cash investments Dividends and interest from securities .
H(d) Is this a separate return filed by an ~ organization covered by a group rulings 0 rsa &N._ I Group Exemption Number M Check " 0 if the organization is not required to attach 5ch . B (Form 990, 990-EZ, or 990-PF)
,~
18 of the instructions.
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b Less rental expenses . . . . . . . . . . . , , c Net rental income or (loss) (subtract line 6b from line 6a) . 7 Other investment income (describe (A) Securities 8a Gross amount from sales of assets other than inventory b Less cost or other basis and sales expenses c Gain or (loss) (attach schedule) 9
. ~ . 6b (e) char
d Net gain or (loss) (combine line Sc, columns (A) and (B))
a Gross revenue (not including $
Special events and activities (attach schedule) . If any amount is from gaming, check here 111o. El
c N
contributions reported on line 1a) . . . . . . . erect expenses other than fundraising expenses
of
2 14 g, 15 w 16 1 w
~(Ipcs rom ecial events (subtract line 9b from line 9a) 10a ~rw ry, le s returns and allowances . . 10b Les~s~ : ~ cost of goods so U Gross~NofJof~(I~@(j~m ~ .of inventory (attach . schedule) (subtract line 10b from line 10a) .
. .
9a 9b
I, line 103)
17
9
PrW r m lin 44, column rom line 44, Managemen an Fundraising (from line 44, column (D)) Payments to affiliates (attach schedule)
0-3
cess or (deficit) for the year (subtract line 17 from line 12) e ssets or fund balances at beginning of year (from line 73, column (A)) . changes in net assets or fund balances (attach explanation) . t ets or fund balances at end of ear combine lines 18, 19, and 20
1_31
For Priv
Act and Paperwork Reduction Act Notice, see the separate instructions.
41
Page 2
All organizations must complete column (A) Columns (B), (C), and (D) are required for section 501(c)(3) and (4) owanizations and section 4947(a)(1) nonexempt charitable trusts but optional for others (See page 22 of the instructions) (A) Total (B) Program services (C) Management and general
bqy p y 6 a2 u bi "
Do not include amounts reported on line 6b, 8b, 9b, 10b, or 16 of Part 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 Grants and allocations (attach schedule) . ) (cash $ noncash $ Specific assistance to individuals (attach schedule) Benefits paid to or for members (attach schedule). Compensation of officers, directors, etc. . . Other salaries and wages . . . . . . . Pension plan contributions Other employee benefits . . . . . . . Payroll taxes . . . . . . . . . . . Professional fundraising fees . . . . , , Accounting fees . Legal fees . . . . . , . . . . . . Supplies . . Telephone . . Postage and shipping . . . . . , , , Occupancy , . . . , . . , , . . Equipment rental and maintenance . Printing and publications . . . , , . , Travel . . . . . . . . . , , , , Conferences, conventions, and meetings Interest . . . . . . . . . . . . . Depreciation, depletion, etc. (attach schedule) Other expenses not covered above (itemize): a . .. . . . . . . 22 23 24 25 26 28 29 30 32 35 36 38 39 40 41 42 43b 43c 43d 43e
44
(D) Fundraising
i ~a " ` .
So 0
, . .,
44
Total functional expenses (add lines 22 through 43) . Organizations completing columns (B)-(D), carry these totals to lines 13-15 .
Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? . " El Yes If "Yes," enter (Q the aggregate amount of these joint costs $ , (ii) the amount allocated to Program services $
D No
(iii) the amount allocated to Management and general $ ; and (iv) the amount allocated to Fundraising $ Statement of Program Service Accomplishments See page 25 of the instructions .
What is the organization's primary exempt purpose? "-----She ..-l1:I,a;.&-------?~ : . .- . . . . . . . . . . . . . . . . . . . . - . . . . . Program Service Expenses All organizations must describe their exempt purpose achievements in a clear and concise manner . State the number (Required for 5o1(c)(3) aid orAs, and asai(a)(1) of clients served, publications issued, etc . Discuss achievements that are not measurable. (Section 501(c)(3) and (4) (4) trusts, but optional for organizations and 4947(a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others .) others )
a b -------------,,-----------------------------------------------------------------------
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(Grants and allocations $ ` e Other program services (attach schedule) (Grants and allocations $ ~ f Total of Program Service Expenses should equal line 44, column (B), Program services) .
--------------------------------------------------- ---------------------------------------------------------------------.
---------------
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Form 99 (2004)
Page 3
45 46
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as
47b 47c
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172 4 9%2
6 70, 7 3 4-
48a Pledges receivable . . . , 48b Less . allowance for doubtful accounts . Grants receivable . . . . . . . . . . . , . . . . . Receivables from officers, directors, trustees, and key employees (attach schedule) . . . . . . . . . . , , . . , . . 51a Other notes and loans receivable (attach 51a schedule) . . . . . . . , , , . 51b b Less : allowance for doubtful accounts . 52 Inventories for sale or use , . . . 53 Prepaid expenses and deferred charges 54 Investments-securities (attach schedule) . . " [~ Cost El FMV 55a Investments-land, buildings, and 55a equipment: basis . . . . . , , , 48a b 49 50 b Less' accumulated depreciation (attach schedule) . . . . . . . . , , , 56 Investments-tether (attach schedule) . . 57a Land, buildings, and equipment: basis . b Less : accumulated depreciation (attach schedule) . . . . . . . . 58 Other assets (describe " 59 55b ~57a 57b . . . . . . . (attach . . . , .
48c 49 50 51c 54
Total assets (add lines 45 through 58) (must equal line 74) . Accounts payable and accrued expenses . Grants payable . . . . . . . . Deferred revenue . . . . . . . . . Loans from officers, directors, trustees, and
schedule) . . . . . . . . . .
60 61 62 d 63
. . . . . . key
. . . . . . . . . . . . employees
coo 64a Tax-exempt bond liabilities (attach schedule) . b Mortgages and other notes payable (attach schedule) . 65 Other liabilities (describe " 66 Total liabilities (add lines 60 through 65) .
65 66 -'
Organizations that follow SFAS 117, check here " El and complete lines 67 through 69 and lines 73 and 74 . 67 Unrestricted . . . . . . , , . 68 Temporarily restricted . . . . . . m 69 Permanently restricted , . . , . . . . . . . . . . . Organizations that do not follow SFAS 117, check here 100. D and complete lines 70 through 74 . 0 70 Capital stock, trust principal, or current funds. 71 Paid-in or capital surplus, or land, building, and equipment fund 72 Retained earnings, endowment, accumulated income, or other funds 73 Total net assets or fund balances (add lines 67 through 69 or lines
70 through 72 ;
69
71 7?
column (A) must equal line 19 ; column (B) must equal line 21) , . 73 74 Total liabilities and net assets / fund balances (add lines 66 and 73) 1 -] O f , / 31 ~ 74 Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization . How the public perceives an organization in such cases may be determined by the information presented on its return . Therefore, please make sure the return is complete and accurate and fully describes, in Part III, the organization's programs and accomplishments.
Page 4
Reconciliation of Revenue per Audited Financial Statements with Revenue per Return (See page 27 of the instructions .) a
Reconciliation of Expenses per Audited Financial Statements with Expenses per Return
Total expenses and losses per audited financial statements . . " b Amounts included on line a but not on line 17, Form 990: (1) Donated services and use of facilities $ (2) Prior year adjustments reported on line 20, Form 990. (3) Losses reported on line 20, Form 990 . (4) Other (specify): ---------------------a ~~
a
b
Total revenue, gains, and other support per audited financial statements
Amounts included on line a but not on line 12, Form 990 : (1) Net unrealized gains on investments . . $ (2) Donated services and use of facilities $ (3) Recoveries of prior year grants .
v, 4 '
Add amounts on lines (1) through (4) c d Line a minus line b . . . . Amounts included on line 12, Form 990 but not on line a: . " c c d
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Add amounts on lines (1) through (4)" Line a minus line b . Amounts included on line .17, Form 990 but not on line a:
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$
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---------------------. .. .. . .. . .. . .. . . . .. . . .
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Total revenue per line 12, Form 990 e Total expenses per line 17, Form 990 line c plus line d . . . " e line c plus line d . " e List of Officers, Directors, Trustees, and Key Employees (List each one even if .not compensated; see page 27 of the instructions .)
(A) Name and address ~ (B) Title and average hours per week devoted to position
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75
organization and all related organizations, of which more than $10,000 was provided by the related organizations? 1 If "Yes," attach schedule-see page 28 of the instructions .
Did any officer, director, trustee, or key employee receive aggregate compensation of more than $100,000 from your
D Yes XNo
Forth 990 (2004) MOM 76 77 Other Information See p age 28 of the instructions . Did the organization engage in any activity not previously reported to the IRS? If "Yes," attach a detailed descnption of each activity . % Were any changes made in the organizing or governing documents but not reported to the IRS? . If "Yes," attach a conformed copy of the changes. 78a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? b If "Yes," has it fled a tax return on Form 990-T for this year? . . . . . 79 Was there a liquidation, dissolution, termination, or substantial contraction during the year? If "Yes," attach a statement 76 77
Page rJ Yes No
~78a e p ?9 , ,
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80a Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization? . . b If "Yes," enter the name of the organization " ._ . . . .. . . . . . . .. . .__. . . . .. . .. .. . .. .. . . . .. . .. .. . . . . . . . .. . . . .. . . . . . . . .. .. . . . . . . . and check whether it is D exempt or D nonexempt. 81a Sia Enter direct and indirect political expenditures. See line 81 instructions . , b Did the organization file Form 1120-POL for this year? . . . . . . . . . . . . . . , , ,
80a
82a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or at substantially less than fair rental value? . . . . . . . . . . . . . . . . , , , . b If "Yes," you may indicate the value of these items here. Do not include this amount 82b ~ V ~ . as revenue in Part I or as an expense in Part II . (See instructions in Part III. 83a Did the organization comply with the public inspection requirements for returns and exemption applications? b Did the organization comply with the disclosure requirements relating to quid pro quo contributions?. . 84a Did the organization solicit any contributions or gifts that were not tax deductible? b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . . . . . . . . . . . . . . 85 501(c)(4), (5), or (6) organizations. a Were substantially all dues nondeductible by members? . b Did the organization make only in-house lobbying expenditures of $2,000 or less? . If "Yes" was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a waiver for proxy tax owed for the prior year. 85C c Dues, assessments, and similar amounts from members. . . . . . . . 85d d Section 162(e) lobbying and political expenditures . . . . . . . . . . &-)e e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices . . . 85f f Taxable amount of lobbying and political expenditures (line 85d less 85e) . .
, .
.; .
g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f7 h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax . . . . . . year? . . . . . . . . . . . . . . . . . . . . . . . . . . 86a 86 501(c)(7) orgs. Enter: a Initiation fees and capital contributions included on line 12 . b Gross receipts, included on line 12, for public use of club facilities . 87a 87 501(c)(12) orgs . Enter: a Gross income from members or shareholders . . . b Gross income from other sources. (Do not net amounts due or paid to other 87b sources against amounts due or received from them .) . . . , , , , . At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections 301 .7701-2 and 301 .7701-3? If "Yes," complete Part IX . . . . . . . . . . . . . . . . . 89a 501(c:)(3) organizations. Enter: Amount of tax imposed on the organization during the year under: ; section 4912 " ; section 4955 " section 4911 " b 501(c)(3) and 501(c)(4) orgs. Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year? If "Yes," attach a statement explaining each transaction . . . . . . . . . . . . . . . . . . . . . . 88 c d 90a b 91 92
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85h
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Enter: Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 . . . . . . . . . . . . . . . . . . . . . . . . t Enter: Amount of tax on line 89c, above, reimbursed by the orga ization . List the states with which a copy of this return is filed Ow ~11,r .__~~r .______ .__ ..___ ._ . .. . .. . .. . . ._ . ._ . .______ ._ . .. . .. .. . .. . .. . .. . 1 90b I .~h~sx.~ Number of employees employed in the pay geriod that includes March 12, 2004 (See instructions .) Telephone no . " L..? ~y _ ~ _ I ~` ~.. . The books are in care of " ~_ Located at " Lo . .. . .. . . . . .. . .. . . . .. . . ZIP + 4 " /C?p-~ ~ -`-~-3-~r------------------------ --- ---s~c-=-'-"-1 Section 4947(a)(1) nonexempt charitable trusts i ing Form 990 in lieu of Form 1041-Check here . . . . . . . " D anti enter the amount of tax-exempt interest received or accrued during the tax year . . . " I 92 I
Form 990 (2004)
FUMM
93
Note : Enter gross amounts unless otherwise indicated. Program service revenue :
Page,
a b c d e f Medicare/Medicaid payments g Fees and contracts from government agencies 94 Membership dues and assessments . 95 Interest on savings and temporary cash investments 96 Dividends and interest from securities 97 Net rental income or (loss) from real estate : g ' a debt-financed property b not debt-financed property . 98 Net rental income or (loss) from personal property 99 Other investment income 100 Gain or (loss) from sales of assets other than inventory 101 Net income or (loss) from special events 102 Gross profit or (loss) from sales of inventory 103 Other revenue: a b c d e Bz 6,' 563 : p e .~,v,y , f 104 Subtotal (add columns (B), (D), and (E)) 105 Total (add line 104, columns (B), (D), and (E)) . . . .p .' Note : Line 105 plus Ime ld, Part l, should equal the amount on line 12, Part ~ /. Relationshi p of Activities to the Accomplishment of Exem pt Purposes See page 34 of the instructions .
Line No.
Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes)
Information Re g arding Taxable Subsidiaries and Disre g arded Entities See p a g e 34 of the inst Name, address, and E IN of corporation, partnership, or disregarded entity PercenBa~e of ownership interest Nature of activities (D) Total income
(a) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? (b) Did the organization, during the year, pay premiums, d Note: If "Yes" to (b), file Form 8870 and Form 4 720 (see ~
El Yes D No
Please Sign
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Under penalties of perjury, I declare that I have examined this rat and belief, it is true, correct, and complete Declaration of preps ' Signature of officer ' Type or print name and title
Rrt4v~ Mp~Rc
Preparer's' Paid signature Preparer's Firm's game (or yours, Use Onty .r self-employed),
2004
(e) Expense account and other allowances
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Compensation of the Five Highest P ;Y d Employees Other Than Officers, Directors, and Trustees (See page 1 of the instructions . List each one. If there are none, enter "None .")
(b) Title and average hours per week devoted to position (c) Compensation
T~ a 99
-------------------------------------------------------I AM,~E
(a) Name and address of each employee paid more than $50,000
NO P k1 n ~tl` P Z () yeFf
._
--------------------------------------------------------
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Compensation of the Five Highest Paid Independent Contractors for Professional Services
(b) Type of service
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> 9
(See Qaqe 2 of the instructions . List each one (whether individuals or firms) . If there are none, enter "None.")
(a) Name and address of each independent contractor paid more than $50,000 I (c) Compensation
NoUE
Total number of others receiving over $50,000 for professsonal services . For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Forth 990-EZ.
Cat No 11285E
Schedule A (Form 990 or 990-E4 2004 Statements About Activities (See page 2 of the instructions .) 1 During the year, has the organization attempted to influence national, state, or local legislation, including any attempt to influence public opinion on a legislative matter or referendum? If "Yes," enter the total expenses paid (Must equal amounts on line 38, or incurred m connection with the lobbying activities " $ Part VI-A, or line i of Part VI-B .) . . . . . . . . Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI-A . Other organizations checking "Yes" must complete Part VI-13 AND attach a statement giving a detailed description of the lobbying activities . During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or with any taxable organization with which any such person is affiliated as an officer, director, trustee, majority owner, or principal beneficiary? (If the answer to any question is "Yes,"attach a detailed statement explaining the transactions .) a b c d e 3a b 4a b . . . . . . . . . . . . . . . . . . Sale, exchange, or leasing of property? . . . . . . . . . . . . . . . . . . . . . . . Lending of money or other extension of credit? Furnishing of goods, services, or facilities? . . . . . . . . . . . . . . . . . . . . . . Payment of compensation (or payment or reimbursement of expenses if more than $1,000)? . . . . . . Transfer of any part of its income or assets . . . . . . . . . . . . . . . . . . . . . Do you make grants for scholarships, fellowships, student loans, etc 9 (If "Yes," attach an explanation of how you determine that recipients qualify to receive payments ) . . . . . . . . . . . . . . , , , . . . . . . . . . . . , . , , Do you have a section 403(b) annuity plan for your employees Did you maintain any separate account for participating donors where donors have the right to provide advice on the use or distribution of funds? . . . . . . . . . . . . . . . . . . . . . . . . Do you provide credit counseling, debt management, credit repair, or debt negotiation services? Reason for Non-Private Foundation Status (See pages 3 through 6 of the instructions .) Yes
Page No
., `y
,^ 5
; 2a 2b 2 2d 2e 3a 3b 4a 4b
V V
OTM
The organization is not a private foundation because it is (Please check only ONE applicable box .) 5 D A church, convention of churches, or association of churches Section 170(b)(1)(A)(i) 6 D A school . Section 170(b)(1)(A)(u) . (Also complete Part V ) 7 El A hospital or a cooperative hospital service organization. Section 170(b)(1)(A)(ui) . 8 D A Federal, state, or local government or governmental unit . Section 170(b)(1)(A)(v) . 9 D A medical research organization operated in conjunction with a hospital . Section 170(b)(1)(A)(ui) . Enter the hospital's name, city, and state t -----------------------------------------------------------------------------------------------------------------------------10 0 An organization operated for the benefit of a college or university owned or operated by a governmental unit . Section 170(b)(1)(A)(iv) . ,~,/(Also complete the Support Schedule in Part IV-A .) 11a L~J An organization that normally receives a substantial part of its support from a governmental unit or from the general public. Section 170(b)(1)(A)(vQ . (Also complete the Support Schedule in Part IV-A.) 11b El P. community trust . Section 170(b)(1)(A)(w). (Also complete the Support Schedule in Part IV-A.) 12 L_ An organization that normally receives: (1) more than 33'/3% of its support from contributions, membership fees, and gross receipts from activities related to its charitable, etc ,functions-subject to certain exceptions, and (2) no more than 33'/x% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 . See section 509(a)(2) . (Also complete the Support Schedule in Part IV-A) 13 D An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in : (1) lines 5 through 12 above, or (2) section 501(c)(4), (5), or (6), if they meet the test of section 509(a)(2) . (See section 509(a)(3).) Provide the following information about the supported organizations . (See page 5 of the instructions .) (a) Name(s) of supported organization(s) (b) Line number from above
14
[:] An organization organized and operated to test for public safety. Section 509(a)(4) . (See page 5 of the instructions.)
19 20 21
Schedule A \'Form 990 or 990-M 2004 Page [IM Support Schedule (Complete only if you checked a box on line 10, 11, or 12 .) Use cash method of accounting. M ~ Note : You may use the worksheet in the instructions for converting from the accrual to the cash method of accounting. Calendar year (or fiscal year beginning in) " (d) 2000 (e) Total (a) 2003 (b) 2002 (c) 2001 15 Gifts, grants, and contributions received . (Do ,r/ 'a U 6 0 9 7 not inclu de unusual grants. See line 28 .) . ~'7 7y /-7 / a Membership fees received 16 77 Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities m any activity that is related to the organizat ion's charitable, etc ., purpose . 18 Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975 Net income from unrelated activities not included in line 18. business
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf , The value of services or facilities furnished to the organization by a governmental unit without charge . Do not include the value of services or facilities generally furnished to the public without charge . Other income . Attach a schedule. Do not include gain or (loss) from sale of capital assets 7 3 77 -3 08 1 0 3~' ~0 7! 7 iG3 6 a l 7/ J''I 3 o 8J' - ~ =/ 4 97L 2 / 2P & J'.23 / 2ga a En er 2% of amount in column (e), line 24 . . . . " 71F Fr -7 li t , ~~ C ~~
22
23
24 25 26 b
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c d e f 27
Prepare a list for your records to show the name of and amount contributed by each person (other than a governmental unit or publicly supported organization) whose total gifts for 2000 through 2003 exceeded the amount shown in line 26a . Do not file this list with your return. Enter the total of all these excess amounts " Total support for section 509(a)(1) test: Enter line 24, column (e) . . . . . . . . . . . , , " Add : Amounts from column (e) for lines: 18 19 26b ~ . " 22 3 , / 21 Public support (line 26c minus line 26d total) . . . , . . . . . . . . . . . . . . . " Public support percentage (line 26e (numerator) divided by line 28c (denominator)) . "
'
Organizations described on line 12: a For amounts included in lines 15, 16, and 17 that were received from a "disqualified person," prepare a list for your records to show the name of, and total amounts received in each year from, each "disqualified person." Do not file this list with your return. Enter the sum of such amounts for each year: b (2003) -------------------------- (2002) --------------------------- (2001) . . . . . . . . . . . . . . . . . . . . . . . . . . . (2000) -------------------------For any amount included in line 17 that was received from each person (other than "disqualified persons"), prepare a list for your records to show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000 . (Include in the list organizations described in lines 5 through 11, as well as individuals .) Do not file this list with your return . After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excess amounts) for each year: (2003) -------------------------- (2002) . . . . . . . . . . . . . . . . . . . . . . . . . . . (2001) --------------------------- (2000) -------------------------, , , , , . " 27c 27e _. 279 27h _--
c Add : Amounts from column (e) for lines : 15 16 17 20 21 d Add' Line 27a total, and line 27b total . e Public support (line 27c total minus line 27d total), , , , . . . . . . , . f Total support for section 509(a)(2) test : Enter amount from line 23, column (e) . . " g Public support percentage (line 27e (numerator) divided by line 27f (denominator)) h Inve stment income percentage (line 18, column (e) (numerator) divided by line 27f 28
Unusual Grants : For an organization described in line 10, 11, or 12 that received any unusual grants during 2000 through 2003, prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description of the nature of the grant. Do not file this list with your return. Do not include these grants in line 15 .
Schedule A (Form 990 or 890-EZ) 2004
Private School Questionnaire (See page 7 of the instructions .) (To be completed ONLY by schools that checked the box on line 6 in Part IV)
Page
29
30
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws, other governing instrument, or in a resolution of its governing body? . . . . , , . . . . . . . .
Does the organization include a statement of its racially nondiscriminatory policy toward students in ail it
Yes 29 ~w
' 7-77
No
brochures, catalogues, and other written communications with the public dealing with student admissions, programs, and scholarships? . . . . . . , . , . . , . . . . . . . . , . , , , ,
30
31
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? . . , . . , , , , , , If "Yes," please describe ; if "No," please explain. (If you need more space, attach a separate statement) ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------. . . ._ . . . . . . . . . . . . . ._ . . ._ . . . . . . . . . . . . . . . ._ . ._ . ._ . . . . . . . . . . . . ._ . . ._ . . . . . ._ . . . . . . . . . . . . . ._ . . . .__ ._ . . ._ ._____ ._ . .__ .
31 ~.
32
Does the organization maintain the following : Records indicating the racial composition of the student body, faculty, and administrative staff? . . . , , b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory c basis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing with student admissions, programs, and scholarships . . . . . . . . , , . . . . . , , , d Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . , , , If you answered "No" to any of the above, please explain . (If you need more space, attach a separate statement .)
4 F, v er +r, ~
P-~~ " 3
33
Does the organization discriminate by race in any way with respect toStudents' rights or privileges? . b a c d e f g h Admissions policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . , . . . . . . . , . . . , . . . . . . , . . . . . . , , ,
a~
33a
Employment of faculty or administrative staff? . Scholarships or other financial assistance? . Educational policies? . Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
33c
33e
Athletic programs? .
33
If you answered "Yes" to any of the above, please explain . (If you need more space, attach a separate statement .) -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------34a b Does the organization receive any financial aid or assistance from a governmental agency Has the organization's right to such aid ever been revoked or suspended? . . If you answered "Yes" to either 34a'or b, please explain using an attached statement . Does the organization certify that it has complied with the applicable requirements of sections 4 .01 through 4 .05 of Rev . Proc . 75-50, 1975-2 C .B . 587, covering racial nondiscrimination If "No," attach an explanation . . ` " 4 ~ 35 sa A . >
35
Page rJ (Lobbying Expenditures by Electing Public Charities (See page 9 of the instructions .) (To be completed ONLY by an eligible organization that filed Form 5768) D if the organization belongs to an affiliated group . Check " b 0 if you checked "a" and "limited control" provisions apply . b Limits on Lobbying Expenditures To be completed Affiliated group for ALL electing totals (The term "expenditures" means amounts paid or incurred .) organizations 36
36 37 38 39 40 41
42 43 44
Total lobbying expenditures to influence public opinion (grassroots lobbying) . , . . Total lobbying expenditures to influence a legislative body (direct lobbying) . Total lobbying expenditures (add lines 36 and 37) . . . Other exempt purpose expenditures . . . , , . . . . . . , , . . , , Total exempt purpose expenditures (add lines 38 and 39) Lobbying nontaxable amount. Enter the amount from the following tables If the amount on line 40 isThe lobbying nontaxable amount isNot over $500,000 . . , . . . , 20% of the amount on line 40 . . . . , Over $500,000 but not over $1,000,000 . $100,000 plus 15% of the excess over $500,000 Over $1,000,000 but not over $1,500,000 . $175,000 plus 10% of the excess over $1,000,000 Over $1,500,000 but not over $17,000,000 . $225,000 plus 5% of the excess over $1,500,000 Over $17,000,000 . . . . . . . . $1,000,000 . . . . . , , , , , , Grassroots nontaxable amount (enter 25% of line 41) . . . . . . . . . . . . Subtract line 42 from line 36 . Enter -0- if line 42 is more than line 36 . Subtract line 41 from line 38 . Enter -0- if line 41 is more than line 38 . Caution: If there Is an amount on either line 43 or line 44, you must file Form 4720.
4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below . See the instructions for lines 45 through 50 on page 11 of the instructions .) Lobbying Expenditures During 4-Year Averaging Period Calendar year (or fiscal year beginning in) " 45 46 47 48
49
(a) 2004
(b) 2003
(c) 2002
(d) 2001
(e) Total
Lobbyin g nontaxable amount Lobbying ceding amount (150% of line 45(e)) Total lobbying expenditures . Grassro ots nontaxable amount .
Grassroots ceiling amount (150% of line 48(e))
.g ,
~~-
"~ ~f ~x .
~M
~, as
50
Lobbying Activity by Nonelecting Public Charities (For reporting only by organizations that did not complete Part VI
11 of the instruction
During the year, did the organization attempt to influence national, state or local legislation, including any Yes No Amount attempt to influence public opinion on a legislative matter or referendum, through the use of: a Volunteers . . . . . . . . . . . . . . . . . . . . . . r =s ~ y .e g b Paid staff or management (Include compensation in expenses reported on lines c through h .) . . . c Media advertisements . . . . . . . . . , . . . . . . d Mailings to members, legislators, or the public . . . . . . . . e Publications, or published or broadcast statements . . . . . . f Grants to other organizations for lobbying purposes . . . . . . g Direct contact with legislators, their staffs, government officials, or a legislative body . h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means A ~ F ti i Total lobbying expenditures (Add lines c through h .) . , . . , . . . . . . . . , . . If "Yes" to any of the above, also attach a statement giving a detailed description of the lobbying activities.
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (See page 11 of the instructions.) 51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or m section 527, relating to political organizations? a Transfers from the reporting organization to a noncharitable exempt organization of : (i) Cash (ii) (i) Other assets . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . , . . . , . , . , , . . , . , . , . . , . . , , . . . . , , . , , . . . , , , , , . , . , , , , , , , . , , , , , , , Yes No 51 a i a ii bi b(ii ) b(ill ) b( iv) by b(vi ) ~(
Page
b Other transactions : (ii) (iv) (v) (vi) Sales or exchanges of assets with a noncharitable exempt organization Purchases of assets from a nonchantable exempt organization . Rental of facilities, equipment, or other assets Reimbursement arrangements Loans or loan guarantees . . . . . . . . . . . . . . . . . . . . . . , . . . . , . . . . , . . . . . .
(iii)
d If the answer to any of the above is "Yes," complete the following schedule . Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting organization If the organization received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received: (a) one no . (b) Amount involved (c) Name of noncharitable exempt organization Description of transfers, transactions, and sharing arrangements
52a b
IS the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527? If "Yes," complete the followin4 schedule:
(c) Description of relationship
Yes
No
PART 11
. . . . . . . . .LINE 23
This is the amount distributed to individual poor families in Israel . These funds are contributed to Central Fund from the Ephraim Block Charitable Trust end are received from the US Bank in St . Louis, Missouri . Monies are received quarterly and are given to needy families as soon as
they are received . A report on their distribution is given to the trustees of the fund every quarter . An expenditure of approximately $10,000 for dental care comes from this fund .
PART III STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS
The attached listing breaks down the contributions by categorie, as follows : # 1 Allocations to individuals, mainly to the poor, but also to needy individuals and families of terror victims . In addition to the money from the Ephraim Block Charitable Trust, discussed above in the note to part II Line 23, monies contributed for the support of needy families are given to local charitable funds for controlled distribution to insure that the funds are properly utilized . Monies given to the Block Fund beneficiaries are distributed in Israeli shekels ; all other distributions are made in US dollars . $1,678,496 $126,206
In addition, expenditures for other social and humanitarian causes are included in this category .
# 2 Construction and support of synagogues
# 3
$1,614,541
# 4
immigrants is of the utmost importance . We are helping a large number of Ethiopian immigrants whose needs are being met through this program and also our dental program .
This program is individualized . Each family is helped according to need but, unfortunately, limited by our funding capacity . We have many families that are helped
every month, while others may need only short term assistance . Our office in Israel has its own Board which decides these allocations . All program assistants and Board members volunteer their time and pay all incidental expenses from their own resources .
b.
CFI also assists the building of community facilities to help young communities answer basic community needs . Due state of Israel's economy plus the to the depressed additional financial burden of security needs placed upon them, these communities are unable to do this without outside assistance . Funds distributed through our program assist the building and/or support of synogoques, parks, playgrounds, kindergartens, day care centers, etc .
Although most educational institutions and programs receive some government assistance, as in the U .S ., it is woefully inadequate . Basic budgets need substantial supplementary funding . Expansion depends entirely on outside help . Our program addresses this need in a small way . Presently, the new immigrants are taxing all educational and medical programs, especially in small communities . Direct assistance to these programs is vital .
Dental Program : As the volunteers who administer the Central Fund program became more involved with individual impoverished families, the all pervasive need for basic dental care became manifest . Since a family's available funds are used first for purchasing food, paying for basic utilities, and buying clothes when possible, dental care is looked upon as a postponable expense . This program pays for urgently needed care by working directly with dentists who service this sector on a subsidized basis . Ethiopian immigrants are a major beneficiary of this program .
Formal
applications are received and reviewed by field counselors in the local . area where the applicant lives . In almost all cases a visit is made to the home of the applicant in order that the statements on the application can he verified . Additional confirmation is obtained from consultation with the Social Worker and/or the Rabbi of. the community . Final allocation of_ funds is made by the Governing Board which meets regularly to evaluate the needs of the applicants and to allocate available funds . Fundraising : Central Fund of Israel does no fundraising . We accvept funds which are distributed to needy individual ans recognized charities in Israel . We are an all volunteer organization Incidental both in the United States and in Israel, expenses, such as telephone and postage are covered by ourselves . Money contributed in the United States is distributed in full to the Israeli beneficiary . Since there are few charities that operate without expense money being deducted before funds are distributed to the beneficiary, we have received a great many contributions without actually soliciting funds . Likewise we do not sponsor any fundraising meetings or similar activities . PART TV . . . LINE 46 Interest income on temporary investments . These funds come from bank deposits and from a recently opened money market fund which ties in to our basic checking account
Bank Account All distributions to beneficiaries from Central Fund are made in U .S . dollars from our bank account in Chase Manhattan Bank with the exception of payments to the recipients of funds received from the Ephraim Block Charitable Trust. This money is distributed to approximately 60 needy individuals in amounts ranging from $100 to $300 a month. It is distributed in Israeli shekels. To effect the exchange of this money from U . S,dollars to shekels we maintain an account in PAGI Bank, Branch 522-181, Shlomzion Hamalka Street, Jerusalem. The account is used exclusively for this purpose
CFI CHECKS
I ss Corp
ay c,*zE6-" 8r
for 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
5/31/20051
CFI CK # 3983 3631 3317 3435 3847 3646 3659 3359 3595 3614 3310 3508 wire 2478 2496 3630 3597 3781 1522 3386 3669 3667 3876 3457 3589 3814 3730 3311 3352 3583 3701 3605 3613 3930 1607 wire 3399 3962 3393 3394 3872 3707 3708 3906 3312 3313 3481 3482 3639 3655 3572 3681
DT GAVE 1/29/2005 9/22/2004 3/30/2004 6/1/2004 12/12/2004 9/24/2004 9/24/2004 4/22/2004 9/9/2004 9/9/2004 3/28/2004 7/7/2004 10/25/2004 2/29/2004 3/3/2004 9/22/2004 9/9/2004 11/21/2004 5/5/2004 9/29/2004 9/29/2004 12/25/2004 6/6/2004 9/5/2004 12/4/2004 10/10/2004 3/28/2004 4/18/2004 9/3/2004 9/27/2004 9/9/2004 9/9/2004 1/15/2005 5/19/2004 5/13/2004 1/25/2005 5/5/2004 5/5/2004 12/25/2004 9/30/2004 9/30/2004 1/1/2005 3/28/2004 3/28/2004 6/29/2004 6/29/2004 9/24/2004 9/24/2004 8/30/2004 9/29/2004
TOT CK AMT 2,00000 12,000 .00 200.00 50000 250.00 100.00 20000 9600 250.00 1,000.00 500 .00 400.00 5,000.00 250.00 40000 1,00000 18000 180.00 2,299.95 50 .00 25000 1,50000 1,000.00 2,500.00 2,00000 20,050 .00 2,900.00 100.00 5,000.00 6,000.00 1,120.00 180.00 2,700.00 10,000 .00 133.00 1,17408 25,000 .00 10000 17,500 00 20,000 00 20,000 00 20,000 .00 16,000 .00 17,000 .00 20,000 .00 21,500 .00 20,000 .00 21,500 .00 100.00 10000 3600 10000
a package from home achy adahan fund for the poor adahan fund for the poor adahan fund for the poor agudah refuah lechaim agudat ezrat lezulat efrat agudat lezra lezulat efrat agudat lezra lezulat efrat am fr of old city charities am friends of old city charities am friends of old city charities am yisrael echad amer friends of old city charities amer friends of old city charities amutat yad yissachar vyitzchack anshe efrat oznm chesed efrat anshe efrat oznm chesed efrat b & h for pmw bari veshalem bati legani bet moria food program bet moria food program bet moriah bet moriah big brother/big sisters big brothers /big sisters big brothers big sisters big brothers big sisters big brothers big sisters big brothers/ big sisters big brothers/big sisters big brothers/big sisters big brothers/big sisters capalon - pmw capalon - pmw center for media research/pmw center for special ed central fund for Israel central fund for Israel central fund for Israel cfi fund for the poor cfi fund for the poor cfi fund for the poor cfi poor fund cfi poor fund cfi poor fund cfi poor fund chasadim chasdei yosef chasdim chasdim
5/31/20052
5/31/20053
5/31/20054
5/31/20055
5/31/20056
5/31/20057
5/31/20058
5/31/20059
5/31/200510
5/31/200511
5/31/200512
5/31/200513
5/31/200514
5/31/200515
comparison
category social /humanitarian /poor religious institutions educational institutions security programs medical causes community projects
a~J~L~
Aet ~~V GJ
Mock fQUrKhXfiW 5 Tim BurtEt Lives Trust Roy& Laurie 8lumenstraucti, Trustees 1305 Ozone Avesm Santa Monica, Ca. 90405 Mart Bodner c!o The 1DT Charitable F" 520 Broad Street, 16th Floor New, NJ (f71U2 Stephen & ARyctW Brown 390 Oak Avenue Eedartujst, NY 11516-1824 G Fuadi% 348 Jones Road EngeA&u3d, N,! Q763t-4412 C_ Trust 348 Jones Road Fnglewnod, N.1 07631 raw Yesharira 85-35 117th St beau Gacdeas AMY 11418 The Stanley & Friede Cayce Fcd CIO The Cayre Group 74Q7 Bwray 41st Ft' New York NY 10018
Charities Aid Foundation london , england Chased Israel Foundation G!Q Barry 8c (..a{t1k' Klein 1 281 east main st Stamfo{d CT 06902
Brenda & E3arid Cfam-dn 1209 Marigold Dr., NE Allxquenlue, Aft 87522-1t28 lK Cohen FamiSy FntSf 1333 Broadway 3rd fl New York, NY 10018 tad Cots Fit . TcsL 1333 Broadway New Yosic, NY 1(1(i18 Bertilam d. & sexma cam Fund clo First Manhattan Co. 437 A Ave ., S't st Roof Flew York, NY 10022 Congregation AABJ&D Operate Aocaocirtt 700 Pleasant Valley Way Wed (badge, [4J 07062 Peter coop" Go Lexus of Lehigh Valley 133 State Avenue , ' Emmaus, PA' 18049 . ' ,. ` RAartin Darin 33 Chaiat 1lttal St Jerusalem 00000 IS Daniel Dauber 9 75 W 8&th St Apt 2F New York NY 10024
Louis & Etief Davies 2101 79th St Brooklyn NY 11214 Ad 8c Betty Dobflei 1934 East 18th Street Brooklyn, NY 11229
Stern & Renee Adelsberg 258 f3eaumoM ST groofcfyn MY 11235,4121 Pthav3 Foundation 200 W-57thstSuite1005 New York KY 54019 400 South Lake Drive Lakewood, NJ 09701 SWvan Atevy Bankers Capital Realty Adv. 575 Madison Ave., 10th FL New York, NY 10022 AMiT CRT Akamirt Leff, Exec. Qtr 817 (Broadway , New Ycdc, NY tQQ03-47fit Or Monica Rosemareig Ana 175 Cumberland 'St i4pt 2609 : ' Tacnttto G M5R3M9 Chew Matching Gifts Go Avi Kwahnrasser 1601 Arloriok Ave Fairiawn NJ 07410
.Jonathan 8al*a+a 196 Broadway, #12D New York, NY 10023-5974 fdeaton U. & Rode F. Backer Fns 6505 Wilshire Blvd . #1200 Los arqeies, CA 90046
The Robes and Dennis Berman Foundation, Inc. 11140 Rockvige Pace, Ste_ 380 Rockville, MD 20852
UT Stuart BEF(T 161 Madison Ave New York MY 10a'(6
Chevia Thiiom Mshe Wishicowe Go Irvvin Yagoda 2238 Hamwn Cove Towers Secaucus, NJ 07094
Douglas Fein c/o The Bryna Company 141 Et Cameo Or. 9209 Beverly Hills, CA 90212
Duty Free Ate, ft-c. 6100 Hollywood Blvd . 7th Fl . Hollywood, FL 33x24-7883
Bernard OvuO:f(in 13030 Hampton Lakes Circle Boynton Beach, FL 33436 the Fred and Susan Ehrman Foundation I 'f 5 Central Park West, New York, NY 10023-4153
ALAN S GARNER SUCCESSOR 1TEE ALAN S GARNER U/A DTD 7-1-67 PO BOX 31276 GREENWICH, CT 06831-0976 Minam Gasner 6210 Park Heights Batfimore, MD 21215-3654
Hart (d . & Simtona Hasten Family Found, Inc 3901 W. 86th St. aV468 Indianapolis, IN 46268 Leah Hauser 376 Central Ave 1 c Lawrence, NY 11559
Ms Sharon 348 .Jones Rd Enge4, NJ 07635-44'f2 SErem 930 Westboume Drive #100 West Hollywood, CA 80069 ExCaiibur Srsterrts, il1C. 311 Meacham Ave. Eknant, NY 1'i003 MWl" Fisi~es do The IDT Charitable Found . 520 Broad SL, 6th Fioar Newark, NJ 07102 Cookie & David Fishel 348 Jones Rd. Englewood, NJ 07631412 Carl & Sylvia Freyer Family Foundation Inc. 302 Fountain Road Eriglewood, NJ 07631 Avc Friedtet: POIB 103 D.M. Zfoa Yehuda Alon Shvut 90433 Friedman Family Foundation c/o Dr. Ronald Wachtel 1212 Israels Street Jerusalem, 94548, Israel Nathalie Friedman Rachel Shalev, POA Suzanne Nochstein, POA 411 West End Avenue New York, NY 10024 Jewish Community Foundation
Efie s. Gird 604 N Alpine OR Bev" Hills CA 90210 Diane & Guilford Giazer Frxit 9440 Santa Monica BI . Suite 610 Beverly Hills, Ca. 90210 Shad Arison Glazer WA Green Path Holdings C/o David Turner Rechov Maale Oranim 13 Jerusalem, 9226 Alan C. Gneecibeng Phil. Fcid Go Baer Steams 245 Park Avenue Mew York, NY 10167 Meshe & Abbie Greenberg 459 Columbus Ave . #ZZ'I New York, NY 10024 Santa Gross Rechov lssec Natanson 2717 Pisgot Zeev Jerusalem 97787 Gustav & Irene Stem Family Fndt Roy Stern Ttee 23 Netzer Yishai St Efrat ,90435 Avery Harris John J Flemm Found, Inc . Suite 400 1010 Franklin Avenue Garden City, NY 71530 Moshe Koppe!
Abraham & Esther Hersh Fndt Go Roxtti 10 West 33rd Street New York, NY 10001 Michael & Suzanne Hochstein 38 Chemakovski St. Jmsalern, Israel A& Ahuva H"Aaiz 3136 W. Sherwin Avenue Chicago, tL 60B45 tDT Chaskabte Found . 520 Broad St., 16th Floor Newark, NJ 07102-3121 invesGec hank keen Hayesod 32 .tecusalern, Israel 93501 INR1g MQSIC0INltz FOt1Rd3ttQlt 21500 S Pioneer Blvd # 103 Hawaan Gardens CA 90716 Samuel & Zehava Friectman Jewish Learning Exchange P O Box 707 Olney, MD 20830-0707 Dr David & San Jacobs Rechov Ezra 4 Efrat 90435 Benjamin J. Jesselson 450 Park Avenue New York, NY 10022 Katina & Jeffrey Mayer
Mr & Mrs Etie Cinch C/o Mark Brenner 3847 Abmar Or Shennan Oaks CA 91423 Jewish Communal Fund 575 Madison Avenue New York, NY 10022 Jonas Family Foundation cJo iDT 520 Broad Street Nevrwic, N.{ 47102-3121 ,Ioselow Foundation c/o Ivey Bamum & O'mara Attn: Jenriiter D. Port 170 Mason Streert Greenwich, CT Q6830 Robert & Daam Jttstictt 10 Cross Gates Sttott Hills, N.1 07078 M. Kadistta 9420 Wilshire Blvd. #400 Beverly Hits. CA 90212 Ron & Susan lCatz 12 Baker Ln Whey Hills NY 10901 David & Judith 'Catz 49 West 45th St #701 New York, NY 10036 Kimberley LLC 579 Fifth Ave ., Suite #S02 New York, NY 1007 7 George Klein 499 Park Ave Suite #27 New York NY 70022 Harold Klipper 3 Boxwood Lane Monsey, NY 70952 Newton v. & Romans F. water FnKft 6505 Wilshire Blvd #1200 La Angeles, CA 90048
83-19 Beverly Rd Kew Gardens NY 11415 David & Marcia Kreinberg 443 Winthrop Row Teaneck, NJ 07666 Avi Kwalwasser 1601 N#otiot Ave Fairlawn NJ 07410 Mr John Lang 4 Quail Hollow Lace West Nyack, NY 10994 Lea & Barry Porter Fund Go The Management Group 9100 Wilshire Blvd ., Ste.725E Bevectyr Hilts, CA 80212 Leo Schachter & Ca., Inc. 579 Fifth Ave ., 6th Floor New York, NY 100 17 Undenbaurn Family Found. Go The UJA Federation 130 East 59th Sheet New York, NY 10022 Jay & linda Marcus 43 Hsgoe! ST Efrat 90435 ISRAEL Arthur & Hadassah Marcus Fndt 207 W. 86th SL, Apt M16 New York, NY 10024-3341 Marcus Brothers Textiles 980 6th Aye New York NY 10018 Margolese Family Fund 520 8th Ave 20th FI New York NY 10018 Mrs Faranak Margolese 17 Dor V'Dorshan Street, #4 Jerusalem, 93117 Israel Rutie Peikes Memorial Find 82 Heights Road Clifton, NJ 07012
P O Box 'f 7 Alpine, NJ 07620 mayer/ asher JanneY Montgomery Scott LLC 1801 Market Street Philadelphia, Pa 1903-5675 IVfilken Family Foundation 1250 4th street, 3rd floor Santa Monica, CA 9(340'i Howard Mltendorf 600 W 246th St Bronx, NY 10471-3611 AAonlerey Fund, Inc . Att: Warren Spector cla BSC 115 S. Jefferson Rd. C-2 Whippany, NJ 07981 Monterey Fund, Inc. c/o BSC 115 S . Jefferson Rd. C-2 Whippany, NJ 07981 Stanley Moravitz 300 Fox Chapel Road #3Q8 Pittsburgh, PA 15238-2325 Leah Moses special account o Hagefen St Efrat 90435 ISRAEL Michael I Moskowitz 45 E. 25th St Apt 21 b New York NY 10010 Andrew AAyers POB 3080 Efrat 90435 ISRAEL John Nanasi 265 Mountain Road Engetwood, NJ 07631-3710
OramgJe9aish Center 8 Independence Ave. Orangeburg, Y 10962 Henry Orfinsky HR Real Estate Management INc. 654 Plaza Suite 933 654 Munoz Rnrera Ave. San Juan PR 04918 Laura & Steven Pafey 117 Ivanhoe Drive Paramus, NJ 07652-4113 Helen Potaznsk 155 G. 76 Street New York, NY 10021 Rivendale Jewish Center 3700 Independence Avenue Bronx, NY 10463 George Rote
Richard & Julie Rufta 626 Taylor Ave. Scranton, Pa 58510-1857 Sacchi Associates 162 Lincoln Ave Elizabeth NJ 07208 Jerry, Elaine & Alex Saltsman 14160 Batfour Oak Park, SRI 48237 Sam Spiege4 Foundation 30 Wall Street, Suite 1203 New York, NY 10005 Sampen Corporation 1133 E 22nd St Brooklyn NY 11210 Sarnoff corporation Go Bertha & Henry Kressel Family Foundation 1056 - 5th Avenue New York, NY 10028-0112 Edeett & Joshua Schein 524 Clubhouse Road Woodmere, NY 11598 Dons ! Schnuck Rev. Trust Dons I Schmuck Trustee 20 Countryside lane St Louis MO 63131
William 0, Siegel c/o Chris Craft IND 767 5th Ave. - 46th FL New York, NY 10153 Sinai Temple/Sinai Acba Academy 10400 Wilshire Blvd . Los Angeles, CA 90024 John Slade Monterey Fund, Inc, c/o BSC 115 S. Jefferson Rd . C-2 Whippany, NJ 07981 Alan B . Sliflca Fndt Inc. 477 Madison Ave., &h Fl. New York, NY 10022 Diane & Eliiot Sloyer 45 West Lane Stamford, CT 06905-3954 Moms & Devora Smith Char Fnd 130 Fast 5911h St Ste 1244 New York NY 10022 Mr . & Mrs. Solomon Merlon 146 Maple Street Engiewood, NJ 07631 Rachel and Michael Stein 9045 N . Keystone Skokie, IL 60076
l2osecnareig Cwt Found. Suits 630 146 ARoruoe Ctr. N_W. Grand Rapids, Ml 49503-2815 Rottener Family Foundation 2201 Main Street Evanston,IL 60202
Erg A Rothnec 2201 W Main Street Evanston, FL 60202 Douglas & Sham Rothschifd 85 Thames Blvd. Bergenfiefd, NJ 07621 afbart & Batsheva Ruback Rechov Smadar 16 Efrat 90435
Straus Quintas Foundation 9429 Avers Ave . Evanston, IL 60203
3etam Realty Associates 3004 Ave L Brooklyn, MY 1'f2'i0 Benjamin & Susan Shapeff Fndt Inc 9401 Wilshire Blvd., Ste. 1200 Beverly Hilts, CA 90212 Shapiro, ( 8 L Fam . Char. 8852 Lowell Skoicie, {L 60076
The .dames S. & Nterryi H. Tisch Foundation 667 Madison Avenue New York, NY 10021
Gustav & hens Stem Family Fndt Roy Stern Ttee 23 Netzer Yisfiai St Efrat ,90435 Steven E Stem cJo Braver, Stem 641 Livingston Ave . New York, NY 10022
Peter a. SucsLer
300 Interpace Parkway Building C Parsippany, NJ 07054 Judah & Lovisa Busman 25 Hagefen St. P08 1466 Efrat 90435
M. Szlafrok Commodity Tra" 1261 East 23rd Street Brpodyn, NY 11210-4520
Tzemach Fund 575 Madism Avenue New York NY 10022 David & Cheryl Unterberg 7919 20th ave Brooklyn NY 11214
West Ow" Orthodox Jewish Cong 700 Pleasant Valley Way
Mrs_ Ldlian Tabacinic 262 Bai Bay Drive Bat Harbour, FL 33154
Targum Shtishi, Inc. An Aryeh & Raquel Rubin Fndt 980 ! Collins Ave . 17-Z
wig c/o investec bank kerert H3yesod 32 Jerysalem, Israel 93501 The Winston Institute For The Study Of Prejudice 14489 Old Skokie Road Highland Park, !L 60035 lrwin Yagoda c/o Chevra Thilom Anshe Wishkowe 2238 Hamton Cove Towers Secaucus,NJ 07094 The You Foundation David Roth 24 Decech Beit Lechem Apt 25 Jerusalem 93109 Lawrence & Carol Zicklin Phil Fnd do Neuberger Berman 605 Third Avenue New York, NY 14158 Zionjst Org . of America 4 East 34th Street New York, NY 1q016
The Ryzman Foundation 218 S. Alta Vista Blvd. Los Angeles, CA 90036-2822
Thf: Tzemaph Fund c/o Yehudit Sidikman ReGwv Haqefen 8 POB 1440
Etrat 90435
ti-
Form
December 2004)
8868
t
OMB No
,545-,709
" If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box . . . . " If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II (on page 2 of this form),
Do not complete Part Il unless you have alread y been ranted an automatic 3-month extension on a p reviously filed Form 8868 . Automatic 3-Month Extension of Time-Only submit original (no copies needed) Form 990-T corporations requesting an automatic 6-month extension--check this box and complete Part I only .
All other corporations (including Form 990-C fillers) must use Form 7004 to request an extension of time to file income tax returns.
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Partnerships, REMlCs, and trusts must use Form 8736 to request an extension of time to file Form 1065, 1066, or 1041 Electronic Filing (e-file) . Form 8868 can be fled electronically if you want a 3-month automatic extension of time to file one of the returns noted below (6 months for corporate Form 990-T filers). However, you cannot file it electronically if you want the additional
(not automatic) 3-month extension, instead you must submit the fully completed signed page 2 (Part II) of Form 8868. For more
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13
:;
return See
instructions
C c type of return to be filed (file a separate application for each return)' Vk 990 Form El Form 990-T (corporation) Form 990-BL D Form 990-T (sec . 401(a) or 408(a) trust) Form 990-EZ L7 Form 990-T (trust other than above)
Form 990-PF El Form 1041-A
City, town or ost office, state, and ZIP code For a foreign address, see instructions /~ p Cv f 8 /l.~w -c i
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reiepnor,e No. Do- cz-I L--~--5/_y'-G ~ ~-~`--------FAX No. ~ (__ :lam)---7-b-&--^-~-7-q--I ---" If the organization does not have an office or place of business in the United States, check this box
" If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) . If this is for the whole group, check this box " E] . If it is for part of the group, check this box " Cj and attach a list with the names and EINs of all members the extension will cover. 1 I request an automatic 3-month (6-months for a Form 990-T corporation) extension of time until .JA- . .. . . . . .. . , 20 oil` to file the exempt organization return for the organization named above. The extension is for the organization's return for: "
2 D calendar year 20 . .
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__1. . . .------------- . 20 . ~
3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits . See instructions . . . . . . . b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax payments made . Include any prior year overpayment allowed as a credit c Balance Due . Subtract line 3b from line 3a Include your payment with this form, or, if required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System) . See instructions . . . , . . . . . . . . . . . . . . . . . . . . , $ Caution . If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instructions
For Privacy Act and Paperwork Reduction Act Notice, see Instructions . Cat No 279160 Form 8868 (Rev. 12-2004)
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Page 2
* If you are fling for an Additional (not automatic) 3-Month Extension, complete only Part II and check this box . . " 0 Note . Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868 ~ If you are filing for an Automatic 3-Month Extension, complete only Pan I (on page 1) Type or print File by one extended due date for filing one return See instructions Form 990 Additional not automatic 3-Month Extension of Time-Must File Original and One Co Name of Exempt Organization f Employee identification number Number, street, and room or suite no If a P O box, see instructions City, town or post office, state, and ZIP code For a foreign address, see instructions ~` ' For IRS use only -- , = 'Y' ` . .c , `
Check type of return to be filed (File a separate application for each return) 0 Form 990-BL Form 990-EZ Form 990-PF El Form 990-T (trust other than above) EJ Form 1041-A 0 Form 4720 El Form 990-T (sec 401(a) or 408(a) trust) 0 dorm 5227 [I Form 6069 El Form 8870
STOP: Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868. " The books are m the care of " ---------~------- . - . . . . . . . . . . . . . . . . . . . . . - . . . . . . . - ------- .----------------------------Telephone No . " ( . . . . . . . . . . ). . . . . . . . . . . . . . . . . . . . . . . . . . . . . FAX No " ( --
" If the organization does not have an office or place of business in the United States, check this box " If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) If this is for the whole group, check this box " [] . If it is for part of the group, check this box " 0 and attach a list with the names and EINs of all members the extension is for .
4 5 6 7 I request an additional 3-month extension of time until . . . . . . . . . . . . . . . . . . . . . . . . . . _ . . . . . . . . . . , . ._ , 20 . . . . For calendar year . . . . . . orother taxyear beginning . . . . . . . . . . . . . . . . . , . . . . ,20 . . . . . andending . . . . , . . . . . . . . . . . . . . . . . . . . 20 . . . . If this tax year is for less than 12 months, check reason : El Initial return 0 Final return EJ Change in accounting period State in detail why you need the extension . . . . . . . . . . . . . . . . . . . . _ ._ . .__ ._ . . . . . . . . ._, . . . . ._ . . . . . . . . . . . . . . . . . . . . . . . . ._ . . . . . . . . . . ._ . . . . . . . .
Under penalties of penury, I declare that I have examined this form, including accompanying schedules and statements, and to the best of my knowledge and ueuei, d is true, correct, and complete, and that I am authorized to prepare this form
Signature " ~/Y/L~,~,^ /)X C1L.utiy Title " zx + J~ , .-~'t,n/A " Date ~ r/
8a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions . . . . . . . . . . . . . . . . . . . . , . b If this application is for Form 990-PF, 990-1; 4720, or 6069, enter any refundable credits and estimated tax payments made . Include any prior year overpayment allowed as a credit and any amount paid previously with Form 8868 . . . . . . . . . . . . . . . . c Balance Due. Subtract line 8b from line 8a . Include your payment with this form, or, if required, deposit with FTD coupon or, if required, by us ;ng EFTPS (Electronic Federal Tax Payment System) See instructions . Signature and Verification
Notice to Applicant-To Be Completed by the IRS We have approved this application Please attach this form to the organization's return
We have not approved this application. However, we have granted a 10-day grace period from the later of the date shown below or the due date of the organization's return (including any prior extensions) This grace period is considered to be a valid extension of time for elections otherwise required to be made on a timely return Please attach this form to the organization's return
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We have not approved this application After considering the reasons stated in item 7, we cannot grant your request for an extension of time to file We are not granting a 10-day grace period
We cannot consider this application because it was filed after the extended due date of the return for which an extension was requested
other -------~------------------~--------------------------------------------By
Director
Date
Alternate Mailing Address - Enter the address if you want the copy of this application for an additional 3-month extension returned to an address different than the one entered above Name
Type or print I Number and street (include suite, room, or apt. no .) or a P.O . box number City or town, province or state, and country (including postal or ZIP code)
Form 8868 (Rev 12-2004)