2019-11-07T08:36:38-06:00 2018-12-31 420714325 RSM US LLP 1 S Wacker Drive Ste 800 Chicago IL 606063392 990 2018-01-01 363864415 Bellows Family Foundation BELL 3124442814 30 South Wells No 4049 Chicago IL 60606 David S Rosen VP & Treasurer 3124442814 2019-11-06 1 Rebekuh Eley P01247672 3126343400 66.98.98.135 2019-11-06 15:29:36 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8C7237D2AFEDFB09D88626A2D3FB2BC60A40D8C2 2018 2020-03-31 21:24:44Z Shael Bellows 30 South Wells No 4049 Chicago IL 60606 710834 0 X N/A X 1996 IL The 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. 5 3 0 3 0 0 363720 589554 0 0 129870 121280 0 0 493590 710834 744850 395875 0 0 0 0 0 0 0 10528 10615 755378 406490 -261788 304344 3662141 3646985 630000 405000 3032141 3241985 The 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. 0 0 395875 395875 0 The 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. 395875 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X Peter Chiswick 3124442814 30 South Wells Suite 4049 Chicago IL 60606 Shael Bellows President 0.30 0.00 X X 0 0 0 Jonathan Bellows Vice President 0.30 0.00 X X 0 0 0 Elliot Robinson Vice President 0.30 1.00 X X 0 0 0 Eric Devir Vice President & Secretary 0.30 39.70 X X 0 70371 11820 David Rosen Vice President & Treasurer 0.30 49.70 X X 0 387349 180965 James A Pinkston Assistant Treasurer 0.30 49.70 X 0 259743 25665 0 717463 218450 0 0 1 0 0 589554 583554 589554 83851 83851 37429 0 37429 37429 37429 710834 0 0 121280 395875 395875 10500 10500 80 80 Filing Fee 35 35 406490 395875 10615 0 133501 744014 3395082 2902971 133558 0 3662141 3646985 630000 405000 630000 405000 X 0 0 0 0 3032141 3241985 3032141 3241985 3662141 3646985 304344 -94500 0 X 0 1 X 1 0 X X 1 Jewish Federation of Metropolitan Chicago 362167761 7 1 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 Part IV, Section A, Line 6: The 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). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 American Friends of Matan Inc 75 Seckelpear Road Levittown PA 19056 133639482 501(c)(3) 60000 General Operating Support Arie Crown Hebrew Day School 4600 Main Street Skokie IL 60076 362129620 501(c)(3) 10000 General Operating Support Associated Talmud Torahs of Chicago 3531 Madison Street Skokie IL 60076 362169123 501(c)(3) 10000 General Operating Support Chofetz Chaim Heritage Foundation 361 Spook Rock Road Suffern NY 10901 112642599 501(c)(3) 7500 General Operating Support Hebrew Theological College 7135 N Carpenter Skokie IL 60077 362167095 501(c)(3) 9750 General Operating Support Helping Hand Gmach 30 Village Green Suite 214 Lincolnshire IL 60069 205796121 501(c)(3) 7500 General Operating Support Hillel Torah North Suburban Day School 7120 N Laramie Avenue Skokie IL 60077 362436314 501(c)(3) 6000 General Operating Support Ida Crown Jewish Academy Inc 2828 W Pratt Boulevard Chicago IL 60645 362167009 501(c)(3) 11750 General Operating Support Kehillah Jewish Education Fund 8180 McCormick Boulevard Skokie IL 60076 263948613 501(c)(3) 9000 General Operating Support Kehilat Chovevei Tzion PO Box 381 New York NY 11727 201187130 501(c)(3) 17875 General Operating Support Manhattan Jewish Experience Synagogue 131 W 86th Street New York NY 10024 134010099 501(c)(3) 6000 General Operating Support Midrash Foundation 6209 N Ridgeway Avenue Chicago IL 60659 262271411 501(c)(3) 10000 General Operating Support One Israel Fund LTD 1175 West Broadway Suite 10 Hewlett NY 11557 113195338 501(c)(3) 15000 General Operating Support Project Extreme 335 Central Avenue Lawrence NY 11559 364428246 501(c)(3) 90000 General Operating Support SoulUMadraigos Midwest 3557 W Peterson Chicago IL 60659 800251900 501(c)(3) 10000 General Operating Support Wisconsin Institute for Torah Study 3288 N Lake Drive Milwaukee WI 53211 391366081 501(c)(3) 8000 General Operating Support Yeshiva Kollel Torah Mitzion Inc 8233 Central Park Avenue Skokie IL 60076 364348122 501(c)(3) 56250 General Operating Support 17 0 Part I, Line 2: Foundation staff performs due diligence on all organizations seeking grants from the foundation and review grant compliance annually. 0 1 0 0 0 0 0 0 0 David Rosen Vice President & Treasurer 0 352749 0 0 0 34600 0 171399 0 10342 0 569090 0 16667 James A Pinkston Assistant Treasurer 0 259743 0 0 0 0 0 16489 0 9952 0 286184 0 0 Part I, Line 4b David 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. X 2 583554 FMV 0 0 0 0 Part I, Column (b): Is the number of contributions. Form 990, Part VI, Section A, line 2 Shael Bellows and Jonathan Bellows have a family relationship. Form 990, Part VI, Section A, line 6 The 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 7a The 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 11b A 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 12c A 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 19 The 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). Jewish Federation of Metropolitan Chicago 30 South Wells Suite 4049 Chicago IL 60606 362167761 Human Services IL 501(c)(3) Line 7 N/A 0 JFMC Facilities Corporation 30 South Wells Suite 4049 Chicago IL 60606 363368912 Property Management of Related Non-Profit Organizations IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Karl Perl Charitable Trust 30 South Wells Suite 4049 Chicago IL 60606 466113637 Support the Jewish United Fund IL 501(c)(3) Line 12b, II Jewish United Fund of Metropolitan Chicago 1 Jewish United Fund of Metropolitan Chicago 30 South Wells Suite 4049 Chicago IL 60606 362167034 Fundraising & Grantmaking IL 501(c)(3) Line 7 Jewish Federation of Metropolitan Chicago 1 1261 Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018186 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 BLS Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364420871 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Bucksbaum Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364341914 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Carol Lavin Bernick Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 364067510 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Charles & Audrey Dann Charitable Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018189 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Chicago Center for Jewish Genetic Disorders 30 South Wells Suite 4049 Chicago IL 60606 200120266 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Covenant Foundation 1270 Avenue of the Americas Suite 3 New York NY 10020 363722029 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 The First Spoke Foundation 30 South Wells Suite 4049 Chicago IL 60606 200894628 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Crown Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363330462 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Epstein Wenger Family Support Foundation 30 South Wells Suite 4049 Chicago IL 60606 364380168 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Glickman Foundation 30 South Wells Suite 4049 Chicago IL 60606 363857009 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Goodman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018187 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Harvey L Miller Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 900187252 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Helene Diamond & Jorde Nathan Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364157242 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Hillel of Illinois Endowment Foundation 30 South Wells Suite 4049 Chicago IL 60606 364310755 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 The Harriett and Ted Perlman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 811309979 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 The SwartzbergZoller Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363864416 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Lawrence E & Nancy S Glick Foundation 30 South Wells Suite 4049 Chicago IL 60606 363662985 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Leonard and Diane Sherman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364345181 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Leonard Rose Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364420873 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Lya and Louis Rosenblum Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 311529058 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Manfred and Fern Steinfeld Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364244346 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Michael Reese Health Trust 150 North Wacker Drive Suite 2320 Chicago IL 60606 362170910 Private Foundation IL 501(c)(3) PF Jewish Federation of Metropolitan Chicago 1 Prairie Minerals Foundation 30 South Wells Suite 4049 Chicago IL 60606 320062771 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 The Pritzker Family Philanthropic Fund 71 S Wacker Drive Ste 4600 Chicago IL 60606 363623264 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Ring Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 201642012 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Robert L & Sylvia M Haag Foundation 30 South Wells Suite 4049 Chicago IL 60606 300149729 Supporting Foundation IL 501(C)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Rose Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 205389086 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Sarnoff Levin Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 364157233 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Seder Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363988995 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Shure Charitable Trust created uw of Sidney N Shure 30 South Wells Suite 4049 Chicago IL 60606 367681597 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Tamar & Jonathan Koschitzky Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 300149723 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 The Robert and Yadelle Sklare Foundation 30 South Wells Suite 4049 Chicago IL 60606 364389423 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Weiss Memorial Hospital Foundation 30 South Wells Suite 4049 Chicago IL 60606 364413031 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Z Frank Camp Apachi Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 363833108 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Wagner Descendant's Foundation 30 South Wells Suite 4049 Chicago IL 60606 204004517 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Sisyphus Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 205944850 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 Robert U & Roberta Goldman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 203921714 Supporting Foundation IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 JFMCP3 Corporation 30 South Wells Suite 4049 Chicago IL 60606 262053862 Supporting Organization IL 501(c)(3) Line 12b, II Jewish Federation of Metropolitan Chicago 1 JFMC Pooled Endowment Portfolio LLC 30 S Wells Suite 4049 Chicago IL 60606 451610644 See Sch. R, Part VII IL Jewish Federation of Metropolitan Chicago N/A 0 0 AmliFacCorp JV LLC 200 W Monroe Street Suite 2200 Chicago IL 60606 383923657 Real Estate IL Jewish Facilities Corporation N/A 0 0 Charitable Remainder Unitrusts (20) Charitable Trust IL Jewish Federation of Metropolitan Chicago T 1 Charitable Remainder Annuity Trusts (6) Charitable Trust IL Jewish Federation of Metropolitan Chicago T 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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.