BELLOWS FAMILY FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BELLOWS FAMILY FOUNDATION (EIN 36-3864415)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-07
IRS object ID
201943119349300829
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-07T08:36:38-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 S Wacker Drive Ste 800AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606063392ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363864415EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Bellows Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBELLBusinessNameControlTxt
Phone3124442814PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 South Wells No 4049AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDavid S RosenPersonNm
Person TitleVP & TreasurerPersonTitleTxt
Phone3124442814PhoneNum
Signature2019-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRebekuh EleyPreparerPersonNm
PTINP01247672PTIN
Phone3126343400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.98.98.135IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-06IPDt
IP Tm15:29:36IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id8C7237D2AFEDFB09D88626A2D3FB2BC60A40D8C2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerShael BellowsPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 South Wells No 4049AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$710,834GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1996FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionThe Foundation is exclusively organized to foster, promote, support, develop, encourage and maintain a specific charitable, educational, or religious purpose or function of, or authorized in the charter of, the Jewish Federation of Metropolitan Chicago.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$363,720PYContributionsGrantsAmt
CY Contributions Grants$589,554CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$129,870PYInvestmentIncomeAmt
CY Investment Income$121,280CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$493,590PYTotalRevenueAmt
CY Total Revenue$710,834CYTotalRevenueAmt
PY Grants And Similar Paid$744,850PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$395,875CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$10,528PYOtherExpensesAmt
CY Other Expenses$10,615CYOtherExpensesAmt
PY Total Expenses$755,378PYTotalExpensesAmt
CY Total Expenses$406,490CYTotalExpensesAmt
PY Revenues Less Expenses-$261,788PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$304,344CYRevenuesLessExpensesAmt
Total Assets BOY$3,662,141TotalAssetsBOYAmt
Total Assets EOY$3,646,985TotalAssetsEOYAmt
Total Liabilities BOY$630,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$405,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,032,141NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,241,985NetAssetsOrFundBalancesEOYAmt
MissionThe Foundation is exclusively organized to foster, promote, support, develop, encourage and maintain a specific charitable, educational, or religious purpose or function of, or as authorized in the charter of, the Jewish Federation of Metropolitan Chicago.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$395,875ExpenseAmt
Grant$395,875GrantAmt
Revenue$0RevenueAmt
DescThe Foundation makes grants to charitable organizations, all of which are tax exempt under IRC section 501(c)(3) and meet the guidelines of its by-laws and those of the Jewish Federation of Metropolitan Chicago.Desc
Total Program Service Expenses$395,875TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Peter ChiswickBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3124442814PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 South Wells Suite 4049AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Shael Bellows
President0.300.00Yes (X)Yes (X)$0$0$0
Jonathan Bellows
Vice President0.300.00Yes (X)Yes (X)$0$0$0
Elliot Robinson
Vice President0.301.00Yes (X)Yes (X)$0$0$0
Eric Devir
Vice President & Secretary0.3039.70Yes (X)Yes (X)$0$70,371$11,820
David Rosen
Vice President & Treasurer0.3049.70Yes (X)Yes (X)$0$387,349$180,965
James A Pinkston
Assistant Treasurer0.3049.70Yes (X)$0$259,743$25,665
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$717,463TotReportableCompRltdOrgAmt
Total Other Compensation$218,450TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$589,554AllOtherContributionsAmt
Noncash Contributions$583,554NoncashContributionsAmt
Total Contributions$589,554TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$83,851TotalRevenueColumnAmt
Exclusion$83,851ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$37,429SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$37,429SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,429TotalRevenueColumnAmt
Exclusion$37,429ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$710,834TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$121,280ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$395,875TotalAmt
Program Services$395,875ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,500TotalAmt
Management And General$10,500ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$80TotalAmt
Management And General$80ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFiling FeeDesc
Total$35TotalAmt
Management And General$35ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$406,490TotalAmt
Program Services$395,875ProgramServicesAmt
Management And General$10,615ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$133,501BOYAmt
EOY$744,014EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,395,082BOYAmt
EOY$2,902,971EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$133,558BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,662,141BOYAmt
EOY$3,646,985EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$630,000BOYAmt
EOY$405,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$630,000BOYAmt
EOY$405,000EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$3,032,141BOYAmt
EOY$3,241,985EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,032,141BOYAmt
EOY$3,241,985EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,662,141BOYAmt
EOY$3,646,985EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$304,344ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$94,500NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Jewish Federation of Metropolitan ChicagoBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN362167761EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePart IV, Section A, Line 6:FormAndLineReferenceDesc
ExplanationThe Bellows Family Foundation makes grants to charitable organizations, all of which meet the guidelines of the by-laws of the Foundation and the charter of the Jewish Federation of Metropolitan Chicago. All of these organizations are exempt under IRC Section 501(c)(3).ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
American Friends of Matan Inc
75 Seckelpear RoadLevittownPA19056133639482501(c)(3)$60,000General Operating Support
Arie Crown Hebrew Day School
4600 Main StreetSkokieIL60076362129620501(c)(3)$10,000General Operating Support
Associated Talmud Torahs of Chicago
3531 Madison StreetSkokieIL60076362169123501(c)(3)$10,000General Operating Support
Chofetz Chaim Heritage Foundation
361 Spook Rock RoadSuffernNY10901112642599501(c)(3)$7,500General Operating Support
Hebrew Theological College
7135 N CarpenterSkokieIL60077362167095501(c)(3)$9,750General Operating Support
Helping Hand Gmach
30 Village Green Suite 214LincolnshireIL60069205796121501(c)(3)$7,500General Operating Support
Hillel Torah North Suburban Day School
7120 N Laramie AvenueSkokieIL60077362436314501(c)(3)$6,000General Operating Support
Ida Crown Jewish Academy Inc
2828 W Pratt BoulevardChicagoIL60645362167009501(c)(3)$11,750General Operating Support
Kehillah Jewish Education Fund
8180 McCormick BoulevardSkokieIL60076263948613501(c)(3)$9,000General Operating Support
Kehilat Chovevei Tzion
PO Box 381New YorkNY11727201187130501(c)(3)$17,875General Operating Support
Manhattan Jewish Experience Synagogue
131 W 86th StreetNew YorkNY10024134010099501(c)(3)$6,000General Operating Support
Midrash Foundation
6209 N Ridgeway AvenueChicagoIL60659262271411501(c)(3)$10,000General Operating Support
One Israel Fund LTD
1175 West Broadway Suite 10HewlettNY11557113195338501(c)(3)$15,000General Operating Support
Project Extreme
335 Central AvenueLawrenceNY11559364428246501(c)(3)$90,000General Operating Support
SoulUMadraigos Midwest
3557 W PetersonChicagoIL60659800251900501(c)(3)$10,000General Operating Support
Wisconsin Institute for Torah Study
3288 N Lake DriveMilwaukeeWI53211391366081501(c)(3)$8,000General Operating Support
Yeshiva Kollel Torah Mitzion Inc
8233 Central Park AvenueSkokieIL60076364348122501(c)(3)$56,250General Operating Support
FieldValueIRS element (for citing)
Total501c3 Org17Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationFoundation staff performs due diligence on all organizations seeking grants from the foundation and review grant compliance annually.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
David Rosen
Vice President & Treasurer$0$352,749$0$0$0$34,600$0$171,399$0$10,342$0$569,090$0$16,667
James A Pinkston
Assistant Treasurer$0$259,743$0$0$0$0$0$16,489$0$9,952$0$286,184$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 4bFormAndLineReferenceDesc
ExplanationDavid Rosen: The Jewish Federation has an agreement with David Rosen which provides for annual payments of $25,000 per year that began in 2018 and will end in 2028. In 2017, the Jewish Federation entered into a second agreement with David Rosen which provides for annual payments of $25,000 beginning in 2022 and ending in 2032. This benefit is contingent on David Rosen maintaining his employment at JUF through January 1, 2022.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$583,554NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Column (b):FormAndLineReferenceDesc
ExplanationIs the number of contributions.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2Shael Bellows and Jonathan Bellows have a family relationship.
Form 990, Part VI, Section A, line 6The by-laws stipulate that members of the Foundation are divided into two classes: the donor member and the publicly supported organization member, which is the Jewish Federation of Metropolitan Chicago.
Form 990, Part VI, Section A, line 7aThe board of directors consists of 5 total persons, 2 of whom are elected by the donor member, and 3 of whom are elected by the publicly supported organization member pursuant to its established procedures.
Form 990, Part VI, Section B, line 11bA copy of the Form 990 was provided to the Board members for their review prior to filing. The Board members were able to make recommendations for any amendments prior to filing with the IRS.
Form 990, Part VI, Section B, line 12cA conflict of interest questionnaire is circulated to all board members on an annual basis. This process is managed by the Foundation's Secretary who ensures all questionnaires are completed. The completed questionnaires are reviewed and any conflicts are disclosed to the board of directors. If a director does have a conflict or business relationship, he or she is required to abstain from any votes related to that matter. The conflict of interest policy is monitored throughout the year.
Form 990, Part VI, Section C, line 19The governing documents, conflict of interest policy and financial statements are available upon request for the same period and disclosure as set forth in IRC Section 6104(d).

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (43 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Jewish Federation of Metropolitan Chicago
30 South Wells Suite 4049ChicagoIL60606362167761Human ServicesIL501(c)(3)Line 7N/A0
JFMC Facilities Corporation
30 South Wells Suite 4049ChicagoIL60606363368912Property Management of Related Non-Profit OrganizationsIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Karl Perl Charitable Trust
30 South Wells Suite 4049ChicagoIL60606466113637Support the Jewish United FundIL501(c)(3)Line 12b, IIYes (1)Jewish United Fund of Metropolitan Chicago
Jewish United Fund of Metropolitan Chicago
30 South Wells Suite 4049ChicagoIL60606362167034Fundraising & GrantmakingIL501(c)(3)Line 7Yes (1)Jewish Federation of Metropolitan Chicago
1261 Foundation
30 South Wells Suite 4049ChicagoIL60606364018186Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
BLS Family Foundation
30 South Wells Suite 4049ChicagoIL60606364420871Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Bucksbaum Family Foundation
30 South Wells Suite 4049ChicagoIL60606364341914Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Carol Lavin Bernick Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606364067510Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Charles & Audrey Dann Charitable Foundation
30 South Wells Suite 4049ChicagoIL60606364018189Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Chicago Center for Jewish Genetic Disorders
30 South Wells Suite 4049ChicagoIL60606200120266Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Covenant Foundation
1270 Avenue of the Americas Suite 3New YorkNY10020363722029Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
The First Spoke Foundation
30 South Wells Suite 4049ChicagoIL60606200894628Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Crown Family Foundation
30 South Wells Suite 4049ChicagoIL60606363330462Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Epstein Wenger Family Support Foundation
30 South Wells Suite 4049ChicagoIL60606364380168Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Glickman Foundation
30 South Wells Suite 4049ChicagoIL60606363857009Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Goodman Family Foundation
30 South Wells Suite 4049ChicagoIL60606364018187Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Harvey L Miller Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606900187252Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Helene Diamond & Jorde Nathan Family Foundation
30 South Wells Suite 4049ChicagoIL60606364157242Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Hillel of Illinois Endowment Foundation
30 South Wells Suite 4049ChicagoIL60606364310755Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
The Harriett and Ted Perlman Family Foundation
30 South Wells Suite 4049ChicagoIL60606811309979Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
The SwartzbergZoller Family Foundation
30 South Wells Suite 4049ChicagoIL60606363864416Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Lawrence E & Nancy S Glick Foundation
30 South Wells Suite 4049ChicagoIL60606363662985Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Leonard and Diane Sherman Family Foundation
30 South Wells Suite 4049ChicagoIL60606364345181Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Leonard Rose Family Foundation
30 South Wells Suite 4049ChicagoIL60606364420873Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Lya and Louis Rosenblum Family Foundation
30 South Wells Suite 4049ChicagoIL60606311529058Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Manfred and Fern Steinfeld Family Foundation
30 South Wells Suite 4049ChicagoIL60606364244346Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Michael Reese Health Trust
150 North Wacker Drive Suite 2320ChicagoIL60606362170910Private FoundationIL501(c)(3)PFYes (1)Jewish Federation of Metropolitan Chicago
Prairie Minerals Foundation
30 South Wells Suite 4049ChicagoIL60606320062771Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
The Pritzker Family Philanthropic Fund
71 S Wacker Drive Ste 4600ChicagoIL60606363623264Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Ring Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606201642012Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Robert L & Sylvia M Haag Foundation
30 South Wells Suite 4049ChicagoIL60606300149729Supporting FoundationIL501(C)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Rose Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606205389086Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Sarnoff Levin Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606364157233Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Seder Family Foundation
30 South Wells Suite 4049ChicagoIL60606363988995Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Shure Charitable Trust created uw of Sidney N Shure
30 South Wells Suite 4049ChicagoIL60606367681597Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Tamar & Jonathan Koschitzky Family Foundation
30 South Wells Suite 4049ChicagoIL60606300149723Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
The Robert and Yadelle Sklare Foundation
30 South Wells Suite 4049ChicagoIL60606364389423Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Weiss Memorial Hospital Foundation
30 South Wells Suite 4049ChicagoIL60606364413031Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Z Frank Camp Apachi Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606363833108Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Wagner Descendant's Foundation
30 South Wells Suite 4049ChicagoIL60606204004517Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Sisyphus Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606205944850Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
Robert U & Roberta Goldman Family Foundation
30 South Wells Suite 4049ChicagoIL60606203921714Supporting FoundationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago
JFMCP3 Corporation
30 South Wells Suite 4049ChicagoIL60606262053862Supporting OrganizationIL501(c)(3)Line 12b, IIYes (1)Jewish Federation of Metropolitan Chicago

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
JFMC Pooled Endowment Portfolio LLC
30 S Wells Suite 4049ChicagoIL60606451610644See Sch. R, Part VIIILJewish Federation of Metropolitan ChicagoN/A00
AmliFacCorp JV LLC
200 W Monroe Street Suite 2200ChicagoIL60606383923657Real EstateILJewish Facilities CorporationN/A00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
Charitable Remainder Unitrusts (20)
Charitable TrustILJewish Federation of Metropolitan ChicagoTYes (1)
Charitable Remainder Annuity Trusts (6)
Charitable TrustILJewish Federation of Metropolitan ChicagoTYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule R, Part III, Column (b), Primary Activity:JFMC Pooled Endowment Portfolio, LLC: To serve as an endowment investment solution for charitable organizations pursuing Jewish philanthropic goals and provides access to professional investment management, administration, and reporting for its members.
Schedule R, Part IV:Identification of Related Organizations Taxable as Corporation or Trust: Split interest trusts, in order to preserve donor privacy, and in accordance with the 2018 IRS instructions for Schedule R, the organization has refrained from disclosing the details of split interest trusts and has instead reported the aggregate number of charitable remainder unitrusts and charitable remainder annuity trusts. The trusts listed are domiciled in Illinois.

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