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2001 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)
Department of lie Treasury Internal Revenue servim I " The organization may have to use a copy of this return to satisfy state reporting requirements
cam I XI xcrvm don.
H and I am not applicable to section 527 organizations
H(a) Is this a group return for affilates'! a Yas O No H(b) II'Yes'enter number cdalfilates
H(c) Are all affiliates included? QYas ~ No (If'NO,'attach al¢i Sao insWtUOns) --
H(d) is Ihis a separate rtum flea ny an
no ) I 14947(e)(1)or I 1 527 J K Check here 1 u if the organization s gross receipts are normally not more than $25 000 The
organization need not file a return with the IRS but A Ire organization received a Form 990 Package
in the mail il should file a return vnUOUI financial data Soma states require a complete return I Enter 4-0 it GEN
M Check ill L to attach SU B i
if the organization is not required xm 990 990-EZ a 996PF) L Gross receipts Add lines 6b BD 9b and 10610 line 12 III
JjMn Revenue, Ex enses and Changes in Net Assets or Fund Balances See Specific Instructions on a e 16
1 Contributions, gifts, grants, and similar amounts received
a Direct public support 1a 29 , 918 , 751 . b Indirect public support 1 1b
e Government contributions (grants) , , , , , , , 1 e
d torn (add In. is m.pn IC) (ms, S 29,918,751 nonosn s ) 7 d 29 , 918 , 751 2 Program service revenue including government fees and contrails (from Part VII line 93) , 2
3 Membership dues and assessments , , , , _ 3
4 Interest on savings and temporary cash investments 4 56 , 718 5 Dividends and interest from securities 5 1 , 508 , 738
6a Gross rents , , 6a 320 , 980 .
b Less rental expenses 6b
O c Net rental income or (loss) (subtract line 6b from line 6a) , , , , , , , 6e 320 , 980
7 Other investment income (describe ~ 7
8 0 Gross amount from sales Of 855e15 other (A) Sectinties (B) Other
(=3 W Than inventory , Be
p_ b Less cost or other basis and sales expenses 8 b e Gain or (loss) (attach schedule) Bc
d Net gain or (loss) (combine line 8c, columns (A) and (B)) STMT 1, , , 8d -36 , 817
9 Special events and activities (attach schedule) STMT lA LLJ a Gross revenue (not including $ 3,126,628 of
contributions reported on line 1a) , 9a 1 , 019 , 662
b Less direct expenses other than fundraising expenses 19b 1 1 , 019 , 662
C Net income or (loss) from special events (subtract line 9b from line 9a) 9e
10a Gross sales of inventory, less returns and allowances oa l b Less cost of goods sold k 0b j
e Gross profit or (loss) from sales of inventory (attach schedule) (subtract line 10b from line 10a) loci 7 7 Other revenue (from Pan VII, line 703) 1 7 138 , 766
12 Total revenue add lines 1d 2 3 4 5 6c 7 Bd 9c 10c and 11 12 31 , 907 , 136 7 3 Program seances (from line 44, column (B)) 7 3 17 , 322 , 773 14 Management and general (from line 44 column (C)) , , , , , , 14 3 , 994 , 990
a 15 Fundraising ((torn line 44, column (D)) , ~~CE,`, 71 7 5 6 , 763 , 800 7 6 Payments to affiliates (attach schedule) ltd , ~ REV u 16
7 7 Total expenses add lines 76 and 44 column (A)) . "~ " 7 7 28 , 081 , 563 18 Excess or (defeat) for the year (subtract line 17 from line 12) ~ , 4 , 2003 18 3 , 825 , 573 m +"~
p 7 9 Net assets or fund balances at beginning of year (fran line 7 19 29 , 632 , 157
20 Other changes in net assets or fund balances (anach explan Lon) ,OCDE 20 -2 560 , 056 m 21 Net assets or fund balances at end of r oomWna lines 18 19 an 27 30 897 674
For Paperwork Reduction Act Notice, see the separate instructions Fam990 (soon) tE101070p0
77U5CY 1996 08/12/2003 10 00 14 V01-7 60012530 3
90" ~ Return of Organization Exempt From Income Tax
A For the 20~
seem. w~p.
war nriq.
im .i nem
LJ
Fnri rnun
:m~ICM wn
M7~icn o"bw
vi,e,IC Name of organizahm JEWISH NATIONAL FUND (KEREN KA7CEI~fETH E
Number and street (or P O box if mat is not delivered to street address) I Room/suite
$""
City or town, state or country, and ZIP + 4
e Section 501(c)(3) organizations and 4947(a)(7) nonexempt charitable trusts must attach a completed Schedule A (Form 990 a 990"EZ)
D Employer identification number
E Telephone number
e Other program services attach schedule Grants and allocations $ f Total of Program Service Expenses (should equal line 44, column (B) Program services) . " 17,322,773
iEiazozoao F«m990 (2001) 77U5CY 1996 08/12/2003 10 :00 14 V01-7 60012530 4
Form 990
~, JLBLERIQnL OT All organizations must complete column (A) Columns (B) (C) and (D) ara required for swim 501(c)(3) and (4) organizations Functional EXpenses and section 4947(a)(1) nonexempt chantable trusts but optimal for others (See Specific; Instructions on page 21 )
Do not include amounts re ported m line 66 86 96, 106, a 16 0l Part I (a T°~~ (B) services (c) and
Man g nerd ~ (D) Fundraising
22 Grants and allocations (attach schedule) cps 10 .653,007 oooans ) 22 10 , 653 , 007 10 , 653 , 007 STMT 3
23 Specific assistance to individuals (attach schedule) 23 24 Benefits paid to a for members (attach schedule) 24 25 Compensation of officers, directors, etc 25 723 , 362 245 943 188 074 . 289 345 26 Other salaries and wages 26 6 , 537 , 219 . 2 , 199 , 787 1 691 549 2 . 645 . 883 27 Pension plan contributions 27 28 Other employee benefits 28 1 , 598 , 371 510 259 . 421 , 668 666 , 444 29 Payroll taxes , , 29 492 , 798 177 407 . 128 , 128 187 , 263 30 Professional fundraising fees , , 30 31 Accounting fees 31 32 Legal tees 32 33 Supplies , , , , , , , 33 206 , 953 67 326 75 , 870 63 757 34 Telephone , , 34 785 954 . 432 , 924 126 , 265 226 , 765 35 Postage and shipping , , , , , , , 35 667 , 705 290 , 424 93 , 101 284 , 180 36 Occupancy 36 1 , 279 , 180 447 , 553 342 , 268 . 489 , 359 37 Equipment rental and maintenance 37 38 Printing and publications , , , , , 38 858 , 747 342 , 399 121 160 . 395 , 188 39 Travel 39 764 , 925 479 , 643 100 842 . 184 , 440 40 Conferences conventions and meetings 40 182 , 818 108 798 . 22 , 786 51 , 234 41 Interest , , 3 , 41 168 , 427 505 83 , 708 84 , 214 42 Depreciation depletion etc (attacF~sule)A 42 267 , 579 133 , 789 1-3-3 , 790-43 oina. .Va�e,ra~aaseoe(nemda)3TMT 4 43a 2 , 894 , 518 1 , 366 , 798 465 , 782 1 , 061 , 938
b 3b 43e 3d
e 3e 44 Total functional expenses (add lines 13 mrougn 43)
organka0as cam D crolumrn carry Nue OOblsrolme5 ~~~~' " .44 28,081,563 17,322 .773 3 .994 .990 6,763,800
Joint Costs Check " if you are following SOP 98-2 Are any point costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? " F-1 Yes X No If 'Ves' enter (i) the aggregate amount of these pant costs $ (u) the amount allocated to Program services E
What is the organization's pnmary exempt purposes " STMT 5 Program Service Expenses
All organizations must describe their exempt purpose achievements in a clear and concise manner State the number (Required for sot(c)(3)ana of clients served, publications issued etc Disass achievements that are not measurable (SecUOn 501(c)(3) and (4) (4) orgs , and a9a7(a)(i)
trusts butoDbonalbr organizations and 4947(a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others ) others ) a ISRAEL PROGRAMS - SEE STATEMEHT- 5A
--------------------------------------------------------------------------- ---------------------------------------------------------------------------
Grants and allocations $ 9 ,853 ,060 . 13 692 469 b EDUCATION- - -SEE -STATEMENT-5A
--------------------------------------------------------------------------- ---------------------------------------------------------------------------
Grants and allocations $ 153, 191 . 2 , 035 , 600 t MISSIONS -AND-SCHOLARSHIPS - - - SEE- STATEMENT -5A
--------------------------------------------------------------------------- ---------------------------------------------------------------------------
Grants and allocations S 646 , 756 ) 1 , 594 , 704 . d
--------------------------------------------------------------------------- ---------------------------------------------------------------------------
Grants and allocations $
F~ 990 (20011) . 13-1659627 rwa 3
Balance Sheets (See Specific Instructions on page 24 ) (A) (B) ing of year End of year
.669 832 45 2 , 282 , 354 46
47c
, 771 , 871 48e 20 , 027 , 863 49
50
51c 52
293 , 233 53 409 , 949 54
SSc , 200 , 797 56 30 , 229 , 104
, 787 , 9 12 57c 2 , 037 , 480 . 728 , 930 58 604 , 186
452 575 . 59 55 590 936 . 600 572 . 60 2 , 905 , 665 .
, 769 , 388 61 4 , 686 , 415 . 62
63
24 aia I ss Organizations that follow SFAS 717, check here " LXJ and complete lines
67 through 69 and lines 73 and 74 m 67 Unrestricted , , , , , c 68 Temporarily restricted , , , , , , , , , , ,
69 Permanently restricted . . . . . . . . ~o Organizations that do not follow SFAS 117, cheek here " F land
complete lines 70 through 74 a 70 Capital stock, trust principal, or current funds , , w 77 Paid-in or capital surplus, or land, building, and equipment fund , , m 72 Retained earnings, endowment, accumulated income, or other funds a 73 Total net assets or fund balances (add lines 67 through 69 OR lines
70 through 72, column (A) must equal line 19, and column (B) must equal line 21),
Forth 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 uses 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
JSA 1 E 1070 2 000
77USCY 1996 08/12/2003 10 00 14 v01-7 60012530 5
Note Where required, attached schedules and amounts within the description
45 Cash -norrinterest-beanng . . . . . . 46 Savings and temporary cash investments . , . , , , , , ,
47a Accounts receivable b Less allowance for doubtful accounts
48a Pledges receivable 48a 20 679 188 b Less allowance for doubtful accounts, 48b 651 325
49 Grants receivable , , 50 Receivables from officers, directors, trustees, and key employees
(attach schedule) , , , 51a Other notes and loans receivable (attach
schedule) , , , 51a
m b Less allowance for doubtful accounts 57 b b a 52 Inventories for sale or use
53 Prepaid expenses and deferred charges . . . . . "
. . . . 54 Investments - securities (attach schedule) " ~ Cost F-1 FMV
SSa Investments - land, buildings, and equipment basis , , , . . . SSa
b Less accumulated depreciation (attach schedule) , , , , , , , , , 55b
56 Investments - other (attach schedule) . , , . . . STMT 6 57s Land, buildings, and equipment basis , 57a 7 154 G<C
b Less accumulated deprecation (attach schedule) STMT 3A , 57b 5 , 116 , 964
58 Other assets (descnbe " STMT 7
60 Accounts payable and accrued expenses , , , , , , , , 67 Grants payable , . , , , , . 62 Deferred revenue . . . . . . . .
m 63 Loans from officers, directors, trustees, and key employees (attach schedule)
m 64a Tax-exempt bond liabilities (attach schedule) b Mortgages and other notes payable (attach schedule) , $T2qT
65 Other liabilities (describe " STMT 9 )
Reconciliation of Expenses per Audited Financial Statements with Expenses per Return
s Add amounts on lines (1) and (2)
e Total expenses per line 17, Form 990
s Add amounts on lines (7) and (2) "L
e Total revenue per line 12, Form 990 I
List of Officers, Directors, Trustees, and Key Employees (List each one even d not compensated, see Specific
and ~raga I (C) Compensatpn I ID) Coninouuons a I (~ E~¢nse per week (If not paid, amer smDloyw benafn plans & account an0 other (A) Name and address
Fom,990 (200 1)
JSA 1E10<07000
77DSCY 1996 08/12/2003 10 00 :14 V01-7 60012530 6
Form 990
Reconciliation of Revenue per Audited Financial Statements with Revenue per Return (See Specific Instructions, page 2
a Total revenue, gams, and other support per audited financial statements " a 28 , 704 ,
b Amounts included on line a but not on line 12, Form 990
(t) Net unrealized gains an investments , S -1,827,486
(2) Donated services and use of facilities $
(3) Recoveries of prior year grants , , , , $
(4) Other (specify) CHANGE IN VALUE OP SPLIT
xrrr AGREEMENTS f -1,375,570 Add amounts on lines (1) through (4) " b -3 , 203 ,
e Line a minus line b d Amounts included on line 12,
Form 990 but not on line a (1) Investment expenses
not included on line 6b Form 990 S
(2) Other (specify)
a 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 , S
(3) Losses reported on line 20, Form 990 $
(a) Other (specify)
Add amounts on lines (t) through (4) c Line a minus line b d Amounts included on line 17,
Form 990 but not online a (1) Investment expenses
not included on line
6b Form 990 f
(2) Other (specify)
75 Did any officer, director trustee or key employee receive aggregate compensation of more than E700 000 from your organization and all related organizations, of which more than $10,000 was provided by the related organizations? " O Yes aR No If 'Yes," attach schedule - see Specific Instructions on page 27
77U5CY 1996 08/12/2003 10 00 14 V01-7 60012530 7
Other Information See S ecrfic Instructions on page 27 Yes No 76 Did the organization engage in any activity not prehously reposed to the IRS If 'Yes," attach a detailed descnpLm of each actmty , 76 R 77 Were any changes made in the organizing or governing documents but not reported to the IRS? , , , , , , , , , 77 R
If 'Yes; attach a conformed copy of the changes 78a Did the organization have unrelated business gross income of $1,000 a more during the year covered by this return? , 78a R
b If 'Yes ; has it filed a lax return m Form 990.7 for this years 78b N 79 Was there a liquidation, dissolution termination or substantial contraction during the years If -Yes .' attach a statement , , , , 79 X 80a Is the organization related (other than by association with a statewide or nationwide organization) through common
membership, governing bodies, irustees,officers,etc to anyother exempt ornonexempt organizauon7 , , , , , , , BOa X b If "Yes ; enter the name of the organizahm 1
and check whether it is exempt OR nonexempt 81a Enter direct or indirect political expenditure See line 81 instructions . 811a NONE
b Did the organization file Form 7720-POL la this years 81b N
82a Did the organization receive donated services or the use of malenals, equipment a facilities at no charge or at substantially less than far rental value? , , , , , , , 82a X
b II 'Yes' you may indicate the value of these items here Do not include this mount as revenue in Part I w as an expense in Part II (See instructions in Part III ) , , , , 82b N/A
83a Did the organization comply with the public inspection requirements for returns and exemption applications' 83a X b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? BlD X
84a Did the organization solicit any contributions or gifts that were not tax deductible? , , , , , , , , , , , 84a X b If 'Yes' did the organization include with every solicitation an egress statement that such contributions
or gifts were not tax deductible? , Bdb N 85 501(c)(4), (5), a (6) organizations a Were substantially all dues nondeductible by members , , . . . BSa N
b Did the organization make only in-house lobbying expenditures of $2,000 w less , , , , 85b N If 'Yes' was answered to either B5a w BSb, do not complete 85c through BSh below unless the organization received a waiver for proxy tax owed to we prior year
c Dues assessments, and similar amounts from members , , 85c N/A d Section 162(e) lobbying and political expenditures , , , , , , , , , 85d N/A e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices . , 85e N/A f Taxable amount of lobbying and political expenditures (line BSd less BSe) , , , , , BS! N/A g Does the organization elect to pay the section 6033(e) tax on the amount in BSf? , , , , , , , , , , , , , 85 N h If section 6033(e)(1)(A) dues notices were sent does the organization agree to add we amount in 85f to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax years , , 85h N
86 507(c)(7) ags Enter a Initiation fees and capital contributions included on line 12 B6a N/A b Gross receipts, included on line 12 for public use of club facilities 86b N/A
87 501(c)(72) crgs Enter a Gross income from members w shareholders , , , , , , , , , , , , , , , , B7a N/A b Gross income from other sources (Do not net amounts due a paid to other sources against amounts due a received from them ) . . . . . . B7E N/A
88 At any time during the year, did the organization own a 50% or greater interest in a taxable corporation a partnership or an entity disregarded as separate from the organization under Regulations sections 301 7701-2 and 301 7701-3? It 'Yes' complete Part IX , , , . . 88
89a 501(c)(3)aganrzehms Enter Amount of tax imposed on the organization during the year under section 4911 jo- N/A section 4912 " N/A , section 4955 DO- NIA
b 501(1)(3) and 507(c)(4) args 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 pnor yeaO If 'Yes' attach a statement explaining each transaction , , , , , , , , , , , , BgD X
c Enter Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955 and 4958 , , , , , , , , , , , , , , " NONE
d Enter Amount of lax on line 89c, above, reimbursed by we organization NONE 90a List the states with which a copy of this return is filed jo. NY, NJ, CT, tom, MI , PA, FL, CA, 4A, AZ, CO, O$ . IL, GA
b Number of employees employed in the pay period that includes March 12 2001 (See insWCUOns) , , , 190b 1 114 97 The books are in cared " JEWISH NATIONAL FUND Telephmeno " 516-678-6805
Located at Ili- 78 RANDAI.L AVENUE . ROCKVILLE CENTRE, NY ZIPf4 10- 11570 92 Section 4947(e)(7) nonexempt charitable trusts riling Form 990 m lieu d Form 1041 -Check here ,
and enter the amount of tax-exempt interest received a accrued during the tax year . . " ~ 92 ~ N/A F«m990 (2001)
JSA tE10412000
Note inter gross amounts unless otherwise Unrelated business income Exclude indicated (A) (13) Business Exc usu 93 Program seance revenue ~a Amount code
a
b
e
d e
f Medit:are/Medli:aId payments
g Fees and contracts fmm government agencies
94 Membership dues and assessments
95 interest on ~7a end IemVoneY cash sr.tments 14
96 Dividends and interest from securities 14 97 Net rental income a (loss) from real estate
a debt-financed property 16 b not debt-financed property . . .
98 Netrentalmwmsupaa)from pasmaipmparty 99 Other investment income , , , , , ,
100 Geln or (I.) Iron sad. or mash dt~s men ~ ntvy " 18 a 707 Net income or (loss) from special events 102 Gross Orofl or (loss) hom sales of inventory
103 Other revenue a b MISSION INCOME c EDUCATIONAL
d MATERIALS e MISCELLANEOUS I I 01
104 Subtotal (add columns (B) (D), and (E)) . I
105 Total (add line 104, columns (B), (D), and (E)) . . Note Line 105 plus line 1d Part 1 should eoual the amount m line 12. Part I
(E1 Related a
exempt function
11. 1,988,385
Line No I Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment
(B) (c) (o) P°'°.". a Nature of activities Total income marship nlsmt
End
!ions on a e 33 Yes z No
JSA 1 E 1050 3 000
77V5CY 1996 08/12/2003 10 00 14 V01-7
Am(Do) nl
7
(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, direcll
is Please Sign I Signatur ofWficer Here Kf
Type or pnnt name and tale
PrepareYS' sigruWre ~l Paid
PfOPer¢I'S Firm s name (a yours ENS7 Use Only if sali-employed) ' 1211
address and LP a 4 _ . .,. .
SAM_PEACHIK----------------------- _JDIRECfOR-Ll1 ZONE 42 EAST 69TH STREET
SHERRI-MORR ------------------------ DIRECTOR-WEST 42 EAST 69TH STREET NEW YORK NY 10021 00 HRS WK Total number of other employees paid over $50000 . 40
Compensation of the Five Highest Paid Inde (See page 2 of the instructions List each one (wh
(a) Name and address of each independent contractor pad more than $50 000
ent Contractors for Professional Services individuals or firms) If (here are none, enter "None
(b) Type of wince (c) Compensation
SOURCE -COMMUNICATIONS
Total number of others receiving over S50 000 for professio n al services " I NONE For Paperwork Reduction Act Nonce, see tie Instructions for Farm 990 and Form 990-EZ
JSA iEt210700p
77U5CY 1996 08/12/2003 10-00 14 v01-7 60012530 9
SCHEDULER Organization Exempt Under Section 501(c)(3) OMB NO 1545-1
(Form 990 Of 990-EZ) (Except Private Foundation) and Section 501(e), 5070, 501(k), 507(n), or Section 4947(a)(1) Nonexempt Charitable Trust
Supplementary Information - (See separate instructions .) 200 1 Department of the Treasury Internal Revenue Service " MUST be completed b the above organizations and attached to their Farm 990 or 990-EZ Name of the organization JEWISH NATIONAL FUND (KEREN KAYEMETH Employer Identification num
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (See page 1 of the instructions List each one If there are none, enter "None ")
(a) Name and address al each employee paid more (h) Title anE serape (0) Contributions to (e) EVensa
than f50 000 hours per week (c) Compensatm employee Denefil plans 8 acwunt end older
An~1M In rV~e~l~nn Aulurral'rv.runealM nllr~ .~ . . .. . ...
HOWARD INGRAM 42 EAST 69TH STREET
JOEL LIEBOWIT2 42 EAST 69TH STREET NEW YORK, NY 10021
MATTHEW HERNSTEIN 42 EAST 69TH STREET
GRAFR IqGIC
H BROWN
ERNST S YOUNG LLP -------------------------------
CITY- SECURITY- AND- COMMUNICATION -----------------
Schedule A (Form 990 or 990-EZ) zoos
No
The or anizahon is not a private foundation because it is (Please check only ONE applicable box)
S A church convention of churches or association of churches Section 170(b)(1)(A)(i)
6 A school Section 170(b)(1)(A)(n) (Also complete Part V )
7 I I A hospital or a cooperative hospital service organization Sectim 170(b)(1)(A)(m) 8 e A Federal state or local government or governmental unit Section 170(b)(1)(A)(v) 9 A medical research organization operated in conjunction with a hospital Section 170(b)(1)(A)(ni) Enter the hospital's name, city,
and state " 7 0 F_~ M organization operated for the benefit of a college or university owned or operated by a governmental unit Section 170(b)(1)(A)(n)
(Also complete the Support Schedule in Part IV-A ) 7 7 a R M organization that normally reserves a substantial part of its support from a governmental unit a from the general public
Section 170(b)(1)(A)(h) (Also complete the Support Schedule N Part IV-A )
7 7 b e A community trust Section 170(b)(1)(A)(h) (Also complete the Support Schedule in Part IV-A ) t Y An organization that normally reserves (t) more than 33 1/3% of its support from contributions, membership lees, and gross
receipts from activities related to its charitable, etc , functions - subject to certain exceptions, and (2) no more than 33 1/3X of its support from gross investment income and unrelated business taxable income (less section 517 tax) Iran businesses acquired by the organization after June 30 1975 See section 509(a)(2) (Also complete the Support Schedule n Part IV-A)
13 F-1 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, a (Y) section 501(c)(4), (5), or (6), if they meet the test of section 509(a)(2) (See section 509(a)(3) )
(b) Line number from above (a) Name(s) of supported aganrsahon(s)
7 4 F-1 An organization organized and operated to lest for public safety Section 509(a)(4) (See page 6 of the instructions I Schedule A (Form 990 or 990-EZ) 3001
JsA tEi]202000
77USCY 1996 08/12/2003 10 :00 :14 VO1-7 10 60012530
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 legislative matter or referendum? II 'Yes' enter the total expenses paid w incurred in connection with the lobbying activities " $ (Must equal amount m line 38, Part VI-A, a line i a Pat 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-8 AND attach a statement giving a detailed description of the lobbying activities
Z 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? (h the answer to any question is 'Yes.' attach e detailed statement explaining the transactions )
a Sale exchange, a leasing W property
b Lending of money or other extension of credit? , , , , , , , , , , , ,
c Furnishing of goods services, a facilities?
d Payment of compensation (or payment or reimbursement of expenses d more than $1,000) , SAE 990 p8$x V , , ,
a Transfer of any part of its income or assets , , ,
3 Does the organization make grants for scholarships, fellowships, student loans, etc ? (See Note below 4 Do you have a section 403(b) annuity plan for your employees Note Attach e statement to explain how the organization determines that individuals a organizations reserving grants or loans from it in furtherance of ifs charitable programs 'vualdy' fo reserve payments
ORM Reason for Non-Private Foundation Status (See pages 3 through 6 of the instructions )
S<haEUle A Form 990 990-FZ 2001 13-1659627 e 7 96MVSupport Schedule (Complete only if you checked a box on line 10, >> « 12 ) ucscanmearodaaxounning
baienaar year jw nswn year cegmnmy mj
15 Gifts, grants and contributions received (Do
17 C~ receipts from admissions, merchandise
sold or services performed or furnishing of
facilities in any activity that is related to the
79 Net income from unrelated business
27 Organizations described on line 12 a Far 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 fits this list with your return Enter the sum of such amounts to each year
(2000) (1999)_____--____ _ (1998) -__NOTAPPLICABLE LE_(1997)-_______---_-- b For any amount included in line 17 that was received from each person (other than 'disqualified persons'), prepare a list la 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 diflefences (the excess amounts) la each year (2000) -- -- (1999) ------------------- (1998) ------------------- (1997)-------
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 on line 23, column (e) . . . . . . . g Public support percentage (line 27e (numerator) divided by line 27f (denominator)) , , , .
. . . . . . . . . . . . .
. . 110,
. . . . . . 110.
Z8 Unusual Grants For 0n organization described in tine 10 11, or 11 that received any unusual gfanl5 Outing 1997 through ZUOU, prepare a list for your records to show for each year the name of the contributor, the data and amount of the grant, and a brie) 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 990-EZ) 7007 JS4 tEtf17 2000
77U5CY 1996 08/12/2003 10 00 .14 V01-7 60012530 11
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 tares) from businesses acquired
20 Tax revenues levied for the organizations
benefit and either paid to it or emended on its behalf
21 The value of serHCes 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 22 Other income Attach a schedule Do " not " STMT 12
include gain or (loss) from sale of capital assets 383 640 1:2 29 606 737 921
23 Total olhnesl5through 22 27,532,8281 33fi16,911 29,704,543 . 39,367 24 Line 23minus line l7 ~ 27,532,828 33,616,911 29 .704 .543 . 39,367 25 Enter l%otline 23 275,328 336,169 297,045 393
26 Organizations described on lines 10 or 11 a Enter 2°h Of amount in column (e), line 24
b 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 gills for 1997 through 2000 exceeded the
amount shown in line 26a Do not ale this list with your velum Enter the total of all these excess amounts
c Total support for section 509(a)(1) lest Enter line 24, column (e)
. ~
. , . , , , , , , , . . . ,
d Add Amounts from column (e) for lines 18 348 . 460 . 19
22 2 .851,167 26b 13 .135,378 . . . . . . . . . .
e Public support (line 26c minus line 26d total) , , , , , , , , , , , , , , , , , , , , , , , , , , , , ( Public suooort oercantaqe (line 26e Inumeratal divided by line 26c (denominator)) . . .
13-1659627
35 Does the organization certify that it has complied with the applicable requirements of sections 4 01 through 4 OS of Rev Proc 75-50. 1975-2 C B 587. covering racial nondiscrimination If 'No,' attach an explanation I 35
JSA Schedule "A (Form 990 or 990F2) 2007
tEt]703000
7705CY 1996 08/12/2003 10 00 14 V01-7 60012530 12
Schedule A (Form 990 u 990-EZ) 2001 NOT APPLICABLE Page 4
Private School Questionnaire (See page 7 of the instructions ) (To be completed ONLY by schools that checked the box on line 6 in Part N)
29 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws, Yes No other governing instrument, or in a resolution of its governing body, , , 29
30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all its 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 d has no solicitation program, m a way that makes the policy known to all parts of the general commurnly it serves 31 If "Yes," please describe, d "NO," please explain (If you need more space, attach a separate statement )
--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
32 Does the organization maintain the following a Records indicating the racial composition of the student body, faculty, and administrative staff's 32a b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? 32b c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships . . 32e d Copies of all material used by the organization or on its behalf to solicit contributions? 32d
If you answered 'NO" to any of the above, please explain (If you need more space, attach a separate statement ) --------------------------------------------------------------------------------------------------------------------------------------------------------
33 Does the organization discriminate by race m any way with respect to
a Students' rights or privileges? , , , , , , , , , , , , . , ,
b Admissions policies?
c Employment of faculty or administrative staffs . . . , , . . . . . . , ,
d Scholarships or other financial assistance
e Educational policies?
f Use of facilities?
g Athletic programs . , , , . , , , , , , ,
h Other extracurricular activities?
If you answered "Yes" to any of the above, please explain (If you need more space, attach a separate statement )
---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
34a Does the organization receive any financial aid or assistance from a governmental agency? , . , , , . , , , ,
b 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
schedule A Form 9s0 « ss0-EZ 2007 13-1659627 Page 5 Lobbying Expenditures by Electing Public Charities (See page 9 of the instructions ) o be completed ONLY b an eligible organization that filed Form 5768 NOT APPLICABLE
Check " a d the organization belongs to an affiliated group Check " bH d you checked "a" and "limited control' provisions apply
Limits on Lobbying Expenditures
(The term 'expenditures' m eans amounts paid or incurred
36 Total lobbying expenditures to influence public opinion (grassroots lobbying) 37 Total lobbying expenditures to influence a legislative body (direct lobbying) 38 Total lobbying expenditures (add lines 36 and 37) 39 Other exempt purpose expenditures 40 Total exempt purpose expenditures (add lines 38 and 39) 47 Lobbying nontaxable amount Enter the amount from the following table -
If the amount on line 40 is - The lobbying nontaxable amount is - , Not over $500,000 20% al the amount m line 40 Over 5500 000 but not over $1 000 000 $ 100,000 plus 75% of the excess over $500 000 Over $7,000,000 but riot over $l 500,000 $175 000 plus 10% of the excess over E7,000 000 / Over $1 500 000 but not over $17 000 000 $225 000 plus 5% of the excess over 51 500 000
J Over $77,000 000 $1 000 000 42 Grassroots nontaxable amount (enter 25% of line 41) 43 Subtract line 42 from line 36 Enter -0- d line 42 is more than line 36 44 Subtract line 41 from line 38 Enter -0- d line 41 is more than line 38
ated group To be completed totals I for ALL electing
Lobbying Expenditures During 4-Year Averaging Period
(b) (a) (e)
Grassroots lobbying
Lobbying Activity by Nonelecting Public Charities NOT APPLICABLE
JSA t E t I40 Z 000
13 77U5CY 1996 08/12/2003 10 00 :16 V01-7 60012530
on 11 there is an amount on either line 43 or line 44, you must ale Form 4720 1 1 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 lhrouah 50 on Pace 11 of the instructions )
Calendar year (or fiscal
Lobbying nontaxable
Lobbying ceiling amount
Grassroots nontaxable
Grassroots ceiling amount
During the year, did the organization attempt to influence national state a local legislation, including any Yes No Amount attempt to influence public opinion on a legislative matter a referendum, through the use of
a volunteers x b Paid staff or management (Include compensation in expenses reported on lines e through h ) . X c Media advertisements X d Mailings to members, legislators, or the public, . , , , , , , , , , R e Publications, or published or broadcast statements , , , , , , , , , , , , , , , , , X f Grants to other organizations for lobbying purposes , , R g Direct contact with legislators, their staffs, government officials, or a legislative body , , . , , , , X h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means , , , , , R 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 Schedule A (Form 990 or 990-FZ) 2007
52a Is the organization directly or indirectly affiliated with, or related to, one or more lax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527 Yes OX No
(a) Name of organization
(D) Type of organization
14 77II5CY 1996 08/12/2003 10 :00 .14 V01-7 60012530
ScheEule A Form 990 a 990-EZ 2001 13-1659627 P 6 Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (See page 12 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 in section 527, relating to political organizations
a Transfers from the reporting organization to a nonchantable exempt organization of Yes No (i) Cash . . . . . . . . . 51a(i) X (n) Other assets a(ii) X
b Other transactions (i) Sales or exchanges of assets with a noncharitable exempt organization , . , , , b(i) X (u) Purchases of assets from a nonchardable exempt organization b(ii) X
(hi) Rental of facilities, equipment, or other assets b(in) X (iv) Reimbursement arrangements b(iv) X (v) Loans or loan guarantees b(v) X
(vi) Performance of services or membership or fundraising solicitations b(vi) X e Sharing of facilities, equipment, mailing lists, other assets, or paid employees d II the answer to any of the above is "Yes,' complete the following schedule Column (b) should ahvays show the fair market value of we
goods, other assets or services given by the reporting organization If the organization received less than far market value in any transaction or sharing arrangement show m column (d) the value of the goods. other assets or services recetived
(a) I (b) I (c) I (d) Line no Amount involved Name of nonchantable exempt organization Description of transfers transactions, end sharing
JSA 1E1250 2 000
(c) Description of relationship
Schedule A (Form 990 or 990-EZ) 2007
STATEMENTI
JEWISH NATIONAL FUND EIN:13-1659627 F1fE 813012002
FORM 990, LINE 8: GAIN/(LOSS) ON SECURITIES:
NET COST PROCEEDS GAIN/(LOSS)
POOLED INCOME FUNDS 377,017 370,066 (6,951) CGA 16,642,938 16,669,601 26,663 TRUSTS 8 ENDOWMENTS 65,544 59,136 (6,408) SECURITY GIFTS 2,964,655 2,974,534 (50,121)
$ 20,050,154 $20,013,337 $ (36,817)
NET INCOME
1,019,662 4,146,290 3,126,628 1,019,662 DINNER BENEFIT
STATEMENT IA
JEWISH NATIONAL FUND EIN~ 13-1659627 FYE : 913012002
FORM 990, LINE 9. SPECIAL EVENTS
DESCRIPTION GROSS EXCLUDED GROSS
RECEIPTS CONTRIBUTIONS REVENUE DIRECT
EXPENSES
13-1659627
TOTAL
77U5CY 1996 08/12/2003 10 :00 :14 V01-7 60012530 19
JEWISH NATIONAL FUND (KEREN KAYEMETH
FORM 990, PART I - OTHER CHANGES IN FUND BALANCES
DESCRIPTION
CHANGE IN VALUE OF SPLIT INTEREST
NET UNREALIZED LOSS ON INVESTMENTS RESTATEMENT OF PRIOR YEAR NET ASSETS
AMOUNT
-1,375,570 . -1,827,486 .
643,000 . -------------2,560,056 .
STATEMENT 2
STATEMENT 3
JEWISH NATIONAL FUND EIN: 13-1659627 FYE. 9/30/02
FORM 990, LINE 22: GRANTS AND ALLOCATIONS PAID
ALL GRANTS AND ALLOCATIONS WERE MADE TO
KEREN KAYEMETH LE ISRAEL P O BOX 283 JERUSALEM, ISRAEL
THE GRANTS AND ALLOCATIONS ARE FOR SIX MAJOR AREAS OF ACTIVITY IN THE STATE OF ISRAEL WATER RESOURCE DEVELOPMENT, ECOLOGY AND AFFORESTATION, COMMUNITY DEVELOPMENT, TOURISM AND RECREATION, RESEARCH AND DEVELOPMENT, AND ZIONIST EDUCATION 10,653,007
FORM 990, PART 1l, LINE 42 AND PART IV, LINE 57-
9/30/2002 9/30/2001 9/30/2002 ACCUMULATED DEPRECIATION ACCUMULATED 9130/2002
DESCRIPTION COST DEPRECIATION EXPENSE DEPRECIATION NET COST
2,199,744 794,763 (17,582) 783,181 1,416,563
FURNITURE AND FIXTURES
7,154,444 4,849,385 267,579 5,116,964 2,037,480
STATEMENT 3A
JEWISH NATIONAL FUND EIN:13-1659627 FYE : SEPTEMBER 30, 2002
LAND AND BUILDINGS
4,954,700 4,054,622 279,161 4,333,783 620,917
MANAGEMENT AND GENERAL
7,446 . 199,553 . 8,766 .
250,017 .
465,782 .
FUNDRAISING
28,204 . 675,662 .
5,008 .
353,064 .
1,061,938 .
77U5CY 1996 08/12/2003 10 .00 :14 VO1-7 21 STATEMENT 4 60012530
JEWISH NATIONAL FUND (KEREN KAYEMETH
FORM 990, PART II - OTHER EXPENSES
DESCRIPTION
DUES AND SUBSCRIPTIONS PUBLIC AWARENESS 6 INFORMATION TAXES, LICENSES, MISCELLANEOUS PROFESSIONAL FEES AND CONSULTING SERVICES
TOTALS
TOTAL
59,301 1,226,978 125,205
1,483,034
2,894,518
13-1659627
PROGRAM SERVICES
23,651 351,763 111,431
879,953
1,366,798
77U5CY 1996 08/12/2003 10 :00 :14 V01-7 60012530 22
JEWISH NATIONAL FUND (KEREN KAYEMETH 13-1659627
FORM 990, PART III - ORGANIZATION'S PRIMARY EXEMPT PURPOSE
JEWISH NATIONAL FUND IS THE CARETAKER OF THE LAND OF ISRAEL, ON BEHALF OF ITS OWNERS - JEWISH PEOPLE EVERYWHERE .
STATEMENT 5
STATEMENT 5A
JEWISH NATIONAL FUND EIN : 13-1659627 FYE: 9/30/02
FORM 990 PART III - PROGRAM SERVICE ACCOMPLISHMENTS
FOUNDED IN 1901, JEWISH NATIONAL FUND (JNF) IS A NON-PROFIT ORGANIZATION JNF IS THE CARETAKER OF THE LAND OF ISRAEL, ON BEHALF OF ITS OWNERS - JEWISH PEOPLE EVERYWHERE OVER ITS 100 YEAR HISTORY, THE ORGANIZATION HAS PLANTED OVER 210 MILLION TREES, BUILT OVER 120 DAMS AND RESERVOIRS, DEVELOPED OVER 250,000 ACRES OF LAND, CREATED MORE THAN 400 PARKS THROUGHOUT ISRAEL AND EDUCATED STUDENTS AROUND THE WORLD ABOUT ISRAEL AND THE ENVIRONMENT
FOR MORE INFORMATION ON JNF OR TO PLANT TREES IN ISRAEL, CALL 800-524-TREE (8733) OR VISIT N/WW JNF ORG
77U5CY 1996 08/12/2003 10 :00 :14 V01-7 60012530 23
JEWISH NATIONAL FUND (KEREN KAYEAETH 13-1659627
FORM 990, PART IV - INVESTMENTS - OTHER
ENDING DESCRIPTION BOOK VALUE ----------- ----------
INVESTMENTS HELD UNDER SPLIT- INTEREST AGREEMENTS 29,330,705 .
INVESTMENTS HELD IN PERPETUITY 898,399 . ---------------
TOTALS 30,229,104
STATEMENT 6
77U5CY 1996 08/12/2003 10 :00 :14 V01-7 60012530 24
JEWISH NATIONAL FUND (KEREN KAYIIMETH 13-1659627
FORM 990, PART IV - OTHER ASSETS
ENDING DESCRIPTION BOOK VALUE ----------- ----------
BENEFICIAL INTEREST IN TRUSTS 604,186 . ---------------
TOTALS 604,186 .
STATEMENT 7
BEGINNING BALANCE DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,000,000 . ENDING BALANCE DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 500,000 .
---------------
TOTAL ENDING MORTGAGES AND OTHER NOTES PAYABLE
25 77U5CY 1996 08/12/2003 10 :00 :14 V01-7 60012530
JEWISH NATIONAL FUND (KEREN KAYIIMETH 13-1659627
FORM 990, PART IV - MORTGAGES AND OTHER NOTES PAYABLE
LENDER : REVOLVING SANK CREDIT LINE SECURITY PROVIDED : CREDIT LINE GUARANTEED BY KEREN KAYEMETH LE ISRAEL
FLOATING INT RATE EQUAL TO BANK'S LIBOR PLUS 1 .25$ EXPIRING IN JULY 2003 .
TOTAL BEGINNING MORTGAGES AND OTHER NOTES PAYABLE 1,000,000 .
500,000 .
STATEMENT 8
77U5CY 1996 08/12/2003 10 :00 :14 V01-7 60012530 26
JEWISH NATIONAL FUND (KEREN KAYIIMETH 13-1659627
FORM 990, PART IV - OTHER LIABILITIES
ENDING DESCRIPTION BOOK VALUE ----------- ----------
SPLIT-INTEREST AGREEMENTS 16,601,182 . ---------------
TOTALS 16,601,182
STATEMENT 9
JEWISH NATIONAL FUND (KEREN ICAYEMETH 13-1659627
FORM 990, PART V - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES
RUSSELL F . ROBINSON 43 EAST 69TH STREET NEW YORK, NY 10021
MITCHEL ROSEN2WEIG 42 EAST 69TH STREET NEW YORK, NY 10021
HAROLD COHEN 42 EAST 69TH STREET NEW YORK, NY 10021
YAEL SEPTEE ICANE 42 EAST 69TH STREET NEW YORK, NY 10021
SEE STATEMENT 10A 43 EAST 69TH STREET NEW YORK, NY 10021
---------- ---------- ---------- GRAND TOTALS 723,362 . 79,404 . 25,615 .
77U5CY 1996 08/12/2003 10 :00 :14 V01-7 60012530 27 STATEMENT 10
NAME AND ADDRESS ----------------
CONTRIBUTIONS EXPENSE ACCT TITLE AND TIME TO EMPLOYEE AND OTHER
DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES ------------------- ------------ ------------- ----------
EXEC VICE PRESIDENT 253,764 . 27,160 23,370 . 40 HRS/WK
CFO 178,773 . 19,113 . 1,313 . 40 HRS/WK
COO 167,225 . 19,811 . 932 . 40 HRS/WK
NATL LEADER/OUTREACH 123,600 . 13,320 . NONE 40 HRS/WK
DIRECTORS NONE NONE NONE 1 HR/WK
FORM 990, PART V - BOARD OF DIRECTORS
MR ANDREW KLEIN MR MORTON A KLEIN LEONARD KLEINMAN, ESA MS NOREEN K GOLDSTEIN MR BURT KRUGLICK ED LASMAN, ESQ MR RONALD S LAUDER MR MICHAEL J LAZAR MS MARCYLEFTON MR ROBERT LEVINE GARY LIEBER, ESQ MS BONNIE LIPTON MS HANNAN LIS DR SOL LIZERBRAM DAVID MARGULES, ESQ MR DAN MARIASCHIN DANIEL MARKIND, ESQ MR BILL MATHESON MR PHILIP MELTZER DR MORTON MOWER MRS TORY MOWER TOBY OLKEN,ESQ MR RONALD OXMAN MR JAY PABIAN MR MELPARNESS MR RAYMOND M PATT MR EDWARD PAUL MRS NINA PAUL MS MARLENE POST MS JOYCE RABIN MR ARVIN ROSEN ALLEN ROSS, ESQ RABBI VERNON H KURTZ MR TONY RUBIN MS KAREN RUBINSTEIN MR JOACHIM RUDOLER MR MELVIN SALBERG MRS RITA SALFELD MS RUTH RESNICK MR JIM SAMUELS MS LYVIA SCHAEFER MR STEVEN M SCHEINER MR W JAMES SCHILLER MR JAMES L SCHLESINGER
MS ADELE ALTERMAN MS EVELYN AUERBACH MR JAMES BADZIN MR JERRY BERKO MR JEROME BELSON MS DAISY BERMAN MR MARVIN BIRGER MRS EVELYN BLACHOR MR ISAAC BLACHOR MR LEON BLACK MR ELLIOT BORKSON MR DANIEL D CANTOR MS SHOSHANA CARDIN MR STANLEY CHESLEY MR AVRUM CHUDNOW MR ROY CLEMENTS MR ALAN DABROW MS HEIDI DAMSKY MR JEFFREY DAVIS MR JACK DWECK MR JEFF FISHMAN MR DAVID FRANK MS RUTH FRANKFURT MR BARRY GOLDFARB MS ANNE GOLDMAN RABBI ROBERT R GOLUB MR CALVIN GREENBAUM MS IRENE HACK MS JUDITH HERTZ MR WILLIAM HESS MR JOE HESS RABBI AMMIEL HIRSCH MR STEPHEN HOCHBERG MS RUTH B HURWITZ MR MICHAEL JACOBSON MR MOSHE KAGAN DR MARTIN L KALMANSON MRS CARMELA KALMANSON MS DEBORAH KAPLAN MR JOEL KAPLAN MS RUTH KASLOVE MR JERRY KAUFMAN MR GENE KAY MR LOU KESTENBAUM
STATEMENT 10A
JEWISH NATIONAL FUND EIN . 13-1659627 FYE 9/3012002
MS SYLVIA SCHONFELD RABBI MAX N SCHREIER MR NORMAN D SCHWARTZ MR MICHAEL P SCHWARTZ MS EVELYN SEELIG MR HAROLD SHAPIRO DR SAUL SHAPIRO MR DANIEL B SHURE MR ART SILBER MS LEAH SILVERSTIEN MS BARBARA SPACK MS LYNN SPEWAK MS EVELYN G SPRITZ MR MARTIN STEIN MS BERNICE TANNENBAUM DR ALAN WEBER MR MICHAEL WECHSLER MS SHEILA WILENSKY MR JAKE WINIGRAD DR MELINDA WOLF MR STEPHEN WOLNEK MR HENRY ZAKS MS HORTENSE ZERA MR MORTIMER ZUCKERMAN MS THEDA ZUCKERMAN RABBI WILLIAM BERKOWITZ MS CHARLOTTE JACOBSON MRS RUTH POPKIN MILTON S SHAPIRO, ESQ RABBI JOSEPH STERNSTEIN
13-1659627
EXPLANATION OF HOW EACH ACTIVITY FOR WHICH INCOME LINE IS REPORTED IN COLUMN (E) OF PART VII CONTRIBUTED NO . IMPORTANTLY TO THE ACCOMPLISHMENT OF EXEMPT PURPOSES --- ----------------------------------------------------
77USCY 1996 08/12/2003 10 :00 :14 VO1-7 60012530 28
JEWISH NATIONAL FUND (KEREN KASCEAETH
FORM 990, PART VIII - ACCOMPLISHMENT OF EXEMPT PURPOSES
103 REVENUE GENERATED FUNDS IN JN£'S SIX AREAS OF ACTIVITY IN THE STATE OF ISRAEL : WATER RESOURCE DEVELOPMENT, ECOLOGY b AFFORESTATION, COMMUNITY DEVELOPMENT, TOURISM 6 RECREATION, RESEARCH S DEVELOPMENT AND ZIONIST EDUCATION . IN ADDITION, JNF FUNDS EDUCATIONAL INITIATIVES IN THE UNITED STATES .
STATEMENT 11
MISSION INCOME EDUCATIONAL MATERIALS MISCELLANEOUS
383,640
STATEMENT 12
JEWISH NATIONAL FUND EIN: 13-1659627 FYE: 9/30/2002
SCHEDULE A, PART IV-A - OTHER INCOME
DESCRIPTION 2000
226,277 80,213 77,150
J5A
f Fl0U 7 000
r
Form 8868 Application for Extension of Time To File an " (December 2000) Exempt Organization Return OMB No ,s4s-,7os
Department dtheTreasury Internal Revenue Semce 11, File a separate application for each return
If you are filing for an Automatic 3-Month Extension, complete only Pert I and check this box . . . I. U " If you are filing for an Additional (not automatic) 3-Month Extension, complete only Pert II (on page 2 of this form) Note Do not complete Part 11 unless you have already been granted an automatic 3-month extension on a previously filed Form 8868
Automatic 3-Month Extension of Time -Only submit original (no copies needed) Note Form 990-T corporations requesting an automatic 6-month extension - check this box and complete Part 1 only All other corporations (including Form 990-C liters) must use Form 7004 to request an extension of time to ale income tax returns Partnerships, REMICs and trusts must use Form 8736 to request an extension of time to ale Form 1065, 7066, or 1041 Ty)2 Or Name of Exempt Organization Employer Identification number
print JEWISH NATIONAL FUND (KEREN KAYEMETH LE I SRAEL), INC - 13-1659627
File by the due Number, street, and room or suite no II e P O box see inswcuons
data iorfiling qz gpST 69TH STREET your et,m See City, town or post office, stake, and ZIP code For a foreign address, see instructions mslniUCrts
NEW YORK NY 10021
Check type of return to be filed (file a se parate application for each return)
j( Form 990 Form 990-T(corporauon) Form 4720
I I Form 990-BL Form 990-T(sx 401(a)or408(a)trust) Form 5227
Form 990-EZ Form 990-T (trust other than above) Form 6069
Form 990-PF Form 1041-A Form 8870
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 lhG organizations four digit Group Exemption Number (GEN) II this is
for the whole group, check this box " Q If it is for part of the group, check this box " and attach a list with the
" names and EINs of all members the extension unit rover
1 1 request an automatic 3-month (6-month, for 990-T corporation) extension of time unlilMpy 15 . 2003 to file the exempt organization return for the organization named above The extension is for the organization's return for
calendar year or
Xe lax year beginning OCTOBER 1 . 2001 , and ending SEPTEMBER 30 . 2002
Y If this tax year is for less than 12 months, check reason O Initial return a Final return 1:1 Change in accounting penal
3e 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 II this application is for Form 990-PF or 990-T, enter any refundable credits and estimated lax 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 EF-ZPS (Electronic Federal Tax Payment System) See
instructions . $
Signature and Verification
Under penaAies of perjury, I declare that I have examined this form, including accompanying schedules and statements, arid to the best of my knowiedge and belief it is true, correct, and complete, end that I em authorized to prepare this form
Signature "- I Title CPA Date X1/31/2003 For Paperwork Reduction Act Notl~, sae Instruction Farm 8868 (t2-2000)
Fmn sees (t7-7oao) Peps 2
" I( you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II and check this box , 0. X Note . Only complete Part 11 !I you have already been granted an automatic 3-month extension on a previously filed Form 8868 6It ou are film for an Automatic 3-Month Extension, complete on Part 1 on a e 1
. Additional (not automatic) 3-Month Extension of Time - Must File Original and One Copy. Name of Exempt
Type or pant
File by the amended due date for filing the return See
CSH NATIONAL FUND ([WREN KAYEMETH LE ISRAEL) per, street, and room or suite no II a P 0 box see instructions
PAST 69TH STREET town or post office, state, and ZIP code For a foreign address, see instrucUa
YORK . NY 10021 return to be filed (File a separate application for each return)
Form 990.EZ L] Form 990-T (sec 401(a) or 408(a) trust)
42
:k type of Form 990 1041-A q Form 5227 0 Form 8870
Finn
Employer Identification number
use
STOP: Do not complete Part II I( you were not already granted an automatic 3-month extension on a previousy flied Forth 8868 .
" If the organization does not have an once 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 s for part of the group, check this box " and attach a list with the names and EINs of all members the extension is for 4 I request an additional 3-month extension of time until AUGUST 15, 2003 6 For calendar year , or other tax year beginning OCTOBER 1 2001 and ending SEPTEMBER 30 2002 6 If this tax year is for less than 12 months, check reasorc U Initial return U Final return U Change in accounting period 7 State in detail why you need the extension rare, THE INFORMATION NECESSARY TO FILE A COMPLETE AND
ACCURATE RETURN IS NOT YET AVAILABLE .
Be If this application is for Forth 990-BL, 990.PF, 990-T, 4720, or 6069, enter the tentative tax less any nonrefundable credits See instructions $
b It this application is for Forth 990-PF, 990.7, 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 Bb .from .line 80. Include your .payment with this form, or, if required, deposit with FTD coupon or, it required, by using EF"fPS (Electronic Federal Tax Payment System) See instructions . . $
Signature and Verification Under perishrs of perjury I declare that I haw exsmmeE thus loan, including accompanying edhaEUlas and staternerra, and to the beat Of My knowledge and belief n u w0. correct and complete and Net I am auNmzeO m prepare this form
f~f Notice to Applicant - To Be Completed by the IRS qJ We have approved this application Please attach this forth to the organization's return L j We haw not approved this application However, we have granted a 10-day grace period from the late! of the date shown below or the due
date of the organization's return (including any pnor 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 forth to the organization's return ~ ~~~ We have not approved this application After considering the reasons stated in item 7, we cannot graht~P~~A2115I0h o1 time to file We are not granting a 10-day grace period
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We cannot consider this application because it was filed after the due date of the return for which an ex1ensnx=re4uAte2003 Other
LQMAVJE51(OPF, FIBD DIi8CTOR - By SUHMISSIONPROCESSING.OGD9N
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 ore entered above
Name
Type or F Number and strost (Include euMe,=oom~ or apt. no) Or a P O boy number print
City or town, province or state, end country (including postal or Z1P Coda)
