M&T Proposal Management System

Contact Info

Requesting organization name (legal name)

Jewish Federation of Greater MetroWest

If your organization goes by a name other than your legal name, enter it here:

UJA

What type of support are you requesting?

Program/Capital Support of $10,000 or more

Please provide the name of the program for which you are requesting funding.

LIVE event

What type of organization is making the request?

501(c)3

Your federal taxpayer ID number	22-1487222
(IRS): Non-profit Organization Status	501(c)3
(IRS): Organization Legal Name	JEWISH FEDERATION OF GREATER METROWEST NJ
(IRS): Organization Address	901 ROUTE 10 EAST
(IRS): Organization City	WHIPPANY
(IRS): Organization State	NJ
(IRS): Organization Zip Code	07981-0000
(IRS): Classification	1000
(IRS): Affiliation	1
(IRS): Foundation Code	16
(IRS): Assets	50,000,000 to greater
(IRS): Income	10,000,000 to 49,999,999
(IRS): NTEE Code	T700
(IRS): NTEE Activity	Philanthropy, Voluntarism and Grantmaking Foundations

Please attach your 501(c)3 determination letter

JFED 501(c)3 Let. of Det..pdf

Guidance: Please provide us with the primary person within your organization responsible for managing and reporting through the grant period.

Contact Salutation

Mrs.

Contact First Name

Susan

Contact Last Name

Solomon

Contact Job Title

Director of Leadership Gifts

Contact Phone Number

973-929-3123

Extension # (if applicable)

Contact Email Address

ssolomon@jfedgmw.org

Website URL of organization

www.jfedgmw.org

Organization Address (line 1)

901 Route 10

Organization Address (line 2)

Organization City

Whippany

Organization State/Province

New Jersey

Organization Zip/Postal Code

07981

Organization Phone Number

973.929.3000

Were you referred by an employee or executive of M&T or Wilmington Trust?

Yes

Referral Name

Mr. Thomas Herring Jr.

Referral Email Address

therring@wilmingtontrust.com

Organization Info & Financial

How many people are served by your organization annually?	10000
Please briefly outline your organization’s mission and purpose, as well as the service provided.	Federation is a health and human service agency that provides support through more than 48 programs and services in Greater MetroWest, Israel and around the world. The beneficiary agencies supported by Federation build and unite the community here and abroad through medical care, services to the elderly, socialization, recreation, outreach, vocational assistance and psychosocial counseling and Jewish education and so much more. Greater MetroWest residents, through their contributions to UJA, support individuals in need, as well as programs that transmit and preserve Jewish values and knowledge.
Is this organization any of the following?
Name and briefly describe any organization(s) providing the same type of service	n/a
Are there any M&T/Wilmington employees who are actively involved with your organization?	No
Please provide a list of the Board of Directors of your organization and their affiliations
Do you collect demographic information on your leadership team/board members?
Please provide the total annual operating budget for your organization	20,360,000.00
Please attach a copy of your total annual operating budget for your organization	JFED Budget 16-17 UAC Schedule- MT 4.25.17.pdf
What is your organization's General & Administrative Costs, including fundraising, as a percentage of Total Revenue	27
Change in net assets last year	-33,950,749
Amount of assets	415,770,419.00
Market value of endowment (if any):	352,259,000.00
United Way funding current year	0.00
Is your organization currently carrying a deficit?	Yes
If yes, please provide detail about how much of a deficit you are carrying and explain why.	investment losses and decrease of contributions, adjustment for defined benefit plan
Does your organization have a reserves policy?	Yes
If yes, what is it?	4.5%
Are there any outstanding issues that could affect your organization’s ability to operate and /or deliver services?	no
Does your organization have a non-discrimination policy?

Program Info

Which of the following best represents your ORGANIZATION's primary mission?

Human Services

Which of the following best further represents your ORGANIZATION's primary mission?

Please provide a description of the program/event

A Fundraiser and outreach event with guest speaker Michael Strahan.

Which of the following best represents your PROGRAM's primary mission?

Community Development

What is the total amount requested?

10,000.00

What is the total budget for this program/event?

173,611.00

For what specific purpose(s) will our funding be used (program materials, event expenses, capital campaign, etc.)

Event expenses and speaker

Date decision is needed

3/29/2017

Please list your largest donors (including contracts with governmental agencies) and amounts in the current year for this request (up to 10):	Donor Name	Amount (contribution to this program)	Status	Other giving amount
1.	N/A	1.00	Pending

Please upload a complete list of donors for this request:

donor list -M&T.docx

What percentage of your directors/trustees contribute to your organization?

100

What percentage of total annual private sector fundraising is comprised of your directors/trustees contributions?

17

Please indicate the number of lives impacted or people benefitting from this program

400

Please indicate how you intend to measure the success of the program

Fundraising and involvement

Does this initiative support underserved populations?

Yes

What percentage of your total annual budget will go directly toward underserved populations?

1-24%

What percentage of those served by your agency or this initiative would be considered of low-to-moderate income?

10

Please select one of the following that would best describe the effect of your program or agency

Other

If Other, please provide.

health and human service

Please enter the primary state that will be impacted by the program.

Please select the primary county that will be impacted by this program.

Please select all counties that are impacted by this program

NJ - Essex County
NJ - Morris County
NJ - Sussex County

Gender and Sexual Identity

Age Groups

Ethnic and Racial Groups

Social and Economic Status

Work Status and Occupations

Health

Please provide information about any marketing activities that will be used to publicize this program, including any donor recognition.

Logo and name on invitation Signage boards Email invitation announce and thank corporate sponsor at the event

Does this project have any volunteer opportunities for our employees?

No

Attachments

Please attach a copy of your 990	W9-JFEDGMW.pdf
Please attach a copy of your most current audited financials	616 JFed Audited FS.pdf
Please attach any additional information pertinent to your request (Attachment 1)
Please attach any additional information pertinent to your request (Attachment 2)
Please attach any additional information pertinent to your request (Attachment 3)
Please attach any additional information pertinent to your request (Attachment 4)
Please attach any additional information pertinent to your request (Attachment 5)

ACH Authorization Form

By selecting "Yes" below, you confirm that you clicked the link and filled out the ACH Authorization form. If you select "No", you will be required to provide a reason.

Grant Terms & Conditions

Grant Terms & Conditions
Authorized Signature
Today’s Date
Click here for a copy of the Terms and Conditions

SUBMIT

Please note that the date you indicated your organization needs a decision by (3/29/2017) is less than 8 weeks away.

We cannot guarantee the review of your submission within the timeframe you have indicated.