2016-05-11T10:22:52-05:00 2015-06-30 420714325 RSM US LLP 1 S WACKER DRIVE STE 800 CHICAGO IL 60606 990 2014-07-01 364018186 1261 Foundation 1261 3123574790 30 South Wells Street No 4049 Chicago IL 60606 David S Rosen Vice President and Secretary 3123574790 2016-05-04 1 Marek Rozowicz P01616027 3126343400 2014 2016-08-17 19:52:53Z Roger O Brown 30 South Wells Street No 4049 Chicago IL 60606 532029 0 X N/A X 1995 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 as authorized in the charter of, the Jewish Federation of Metropolition Chicago. 8 7 0 7 0 0 0 490656 0 0 41321 41373 0 0 41321 532029 28500 610500 0 0 0 0 0 0 0 5260 4510 33760 615010 7561 -82981 1520161 1449125 5260 4500 1514901 1444625 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 Metropolition Chicago. 0 0 610500 610500 The 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). 610500 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 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 Street Suite 4049 Chicago IL 606064609 Roger O Brown President 0.30 0.00 X X 0 0 0 Barbara E Brown Vice President 0.30 0.00 X X 0 0 0 David S Rosen Vice President & Secretary 0.30 49.70 X X 0 327282 138403 Herbert S Wander Vice President & Treasurer 0.30 0.00 X X 0 0 0 Andrew W Brown Director 0.30 0.00 X 0 0 0 Henry G Brown Director 0.30 0.00 X 0 0 0 Owen S Brown Director 0.30 0.00 X 0 0 0 Vanessa J Brown Director 0.30 0.00 X 0 0 0 Michael Tarnoff Assistant Treasurer 0.30 19.70 X 0 271972 20288 Eric Devir Assistant Secretary 0.30 39.70 X 0 56380 10592 0 655634 169283 0 0 1 0 0 490656 490656 490656 32314 32314 9059 0 9059 9059 9059 532029 0 0 41373 610500 610500 4500 4500 Filing Fees 10 10 615010 610500 4510 0 25116 54510 1520161 1369499 1520161 1449125 5250 4500 10 0 5260 4500 X 0 0 0 0 1514901 1444625 1514901 1444625 1520161 1449125 -82981 12705 0 X 0 1 X 1 0 X X 1 Jewish Federation of Metropolitan Chicago 362167761 7 1 70000 0 1 70000 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 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 0 X Part X, Line 2: 1261 Foundation (the Foundation) is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Foundation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. At June 30, 2015, there were no unrecognized tax benefits identified or recorded as liabilities. The Foundation files Form 990 in the U.S. federal jurisdiction and the State of Illinois. The Foundation is generally no longer subject to examination by the Internal Revenue Service for years before 2012. 1 Casa Lake County Inc 700 Forest Edge Drive Vernon Hills IL 600613172 363916143 501(c)(3) 10000 General Operating Support Slippery Fish Initiatives 999 Brotherhood Way San Francisco CA 941322904 261497866 501(c)(3) 10000 General Operating Support Cara Program 237 South Desplaines Chicago IL 60661 364268095 501(c)(3) 27500 General Operating Support Chicago House & Social Service Agency 1925 North Clybourn Suite 401 Chicago IL 60614 363376432 501(c)(3) 25000 General Operating Support Emergency Fund 651 West Washington Suite 504 Chicago IL 60661 237359890 501(c)(3) 33000 General Operating Support Field Museum of Natural History 1400 South Lake Shore Drive Chicago IL 606052827 362167011 501(c)(3) 10000 General Operating Support Foundation of City College of San Francisco PO Box 40488 San Francisco CA 94140 941682567 501(c)(3) 10000 General Operating Support Greater Chicago Food Depository 4100 West Ann Lurie Place Chicago IL 60632 362971864 501(c)(3) 10000 General Operating Support Illinois Action for Children 4753 North Broadway Chicago IL 60640 362712912 501(c)(3) 50000 General Operating Support Jewish Federation of Metropolitan Chicago 30 South Wells Street Suite 4049 Chicago IL 60606 362167761 501(c)(3) 70000 General Operating Support Larkin Street Youth Services 134 Golden Gate Avenue San Francisco CA 94102 942917999 501(c)(3) 40000 General Operating Support New Door Ventures 3221 20th Street San Francisco CA 94110 942780274 501(c)(3) 35000 General Operating Support North Lawndale Employment Network 3726 West Flournoy Street Chicago IL 60624 364295189 501(c)(3) 25000 General Operating Support North Suburban Synagogue Beth El 1175 Sheridan Road Highland Park IL 600354159 363308300 501(c)(3) 10000 General Operating Support Pomona College 550 North College Avenue Claremont CA 917114434 951664112 501(c)(3) 10000 General Operating Support Prison University Project Inc PO Box 492 San Quentin CA 94964 205606926 501(c)(3) 10000 General Operating Support Project Avary 385 Bel Marin Keys Boulevard Suite G Novato CA 949495636 680433289 501(c)(3) 45000 General Operating Support San Francisco Botanical Garden Society at Strybing Arboretum 1199 9th Avenue at Lincoln Way San Francisco CA 94122 946050168 501(c)(3) 10000 General Operating Support San Francisco Court Appointed Special Advocate Program 2535 Mission Street San Francisco CA 94110 943039028 501(c)(3) 50000 General Operating Support St Leonard's Ministries 2100 West Warren Boulevard Chicago IL 606122310 362378516 501(c)(3) 35000 General Operating Support The ARK 6450 North California Avenue Chicago IL 60645 237164967 501(c)(3) 38000 General Operating Support The Thresholds 4101 North Ravenswood Avenue Chicago IL 60613 362518901 501(c)(3) 35000 General Operating Support 22 0 Part I, Line 2: Foundation staff perform due diligence on all organizations seeking grants from the foundation and review grant compliance each year. 0 1 0 0 0 0 0 0 0 David S Rosen Vice President & Secretary 0 298800 0 0 0 28482 0 129044 0 10180 0 466506 0 0 Michael Tarnoff Assistant Treasurer 0 247732 0 0 0 24240 0 10150 0 10957 0 293079 0 0 Part I, Line 4b Michael Tarnoff: The Jewish Federation has an agreement with Michael Tarnoff which provides for annual payments of $30,000 per year that began in 2009 and will end in 2019. David Rosen: The Jewish Federation has an agreement with David Rosen which provides for annual payments of $25,000 per year beginning in 2018 and ending in 2028. X 1 490656 FMV 0 0 0 0 Part I, Column (b): is the number of contributions. Form 990, Part VI, Section A, line 2 Roger Brown, Barbara Brown, Henry G. Brown, Owen S. Brown, Vanessa J. Brown, and Andrew W. Brown 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 3 total persons, 1 of which is elected by the donor member and 2 of whom are elected by the publicly supported organization member pursuant to its established procedures. Form 990, Part VI, Section B, line 11 The voting members of the governing body reviewed the Form 990 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 complete 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. Form 990, Part VI, Section C, line 19 Financial statements, conflict of interest policy and governing documents are available upon request for the same period of disclosure as set forth in section 6104(d). Jewish Federation of Metropolitan Chicago 30 South Wells Suite 4049 Chicago IL 60606 362167761 Social Welfare Institution 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 11a, I Jewish Federation of Metropolitan Chicago 0 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 0 Karl Perl Charitable Trust 30 South Wells Suite 4049 Chicago IL 60606 466113637 Support the Jewish United Fund IL 501(c)(3) Line 11a, I Jewish United Fund of Metropolitan Chicago 0 Arnold I & Bette Sobel Foundation 30 South Wells Suite 4049 Chicago IL 60606 311528640 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Bellows Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363864415 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 BLS Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364420871 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Bucksbaum Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364341914 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Carol Lavin Bernick Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 364067510 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Charles & Audrey Dann Charitable Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018189 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Chicago Center for Jewish Genetic Disorders 30 South Wells Suite 4049 Chicago IL 60606 200120266 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Community Foundation for Jewish Education of Metropolitan Chicago 30 South Wells Suite 4049 Chicago IL 60606 363918897 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Covenant Foundation 1270 Avenue of the Americas Suite 3 New York NY 10020 363722029 Supporting Foundation NY 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 The First Spoke Foundation 30 South Wells Suite 4049 Chicago IL 60606 200894628 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Crown Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363330462 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Epstein Wenger Family Support Foundation 30 South Wells Suite 4049 Chicago IL 60606 364380168 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Glickman Foundation 30 South Wells Suite 4049 Chicago IL 60606 363857009 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Goodman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018187 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Harvey L Miller Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 900187252 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Helene Diamond & Jorde Nathan Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364157242 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Hillels of Illinois Endowment Foundation 30 South Wells Suite 4049 Chicago IL 60606 364310755 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Irvin & Ruth Swartzberg Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363864416 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 JFMCP3 Corporation 30 South Wells Suite 4049 Chicago IL 60606 262053862 Supporting Organization IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Lawrence E & Nancy S Glick Foundation 30 South Wells Suite 4049 Chicago IL 60606 363662985 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Leonard and Diane Sherman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364345181 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Leonard Rose Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364420873 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Lya and Louis Rosenblum Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 311529058 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Manfred and Fern Steinfeld Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364244346 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Michael Reese Health Trust 150 North Wacker Drive Suite 2320 Chicago IL 60606 362170910 Grantmaking IL 501(c)(3) PF Jewish Federation of Metropolitan Chicago 0 Prairie Minerals Foundation 30 South Wells Suite 4049 Chicago IL 60606 320062771 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 The Pritzker Family Philanthropic Fund 71 S Wacker Drive Ste 4600 Chicago IL 60606 363623264 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Ring Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 201642012 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Robert U & Roberta Goldman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 203921714 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Robert L & Sylvia M Haag Foundation 30 South Wells Suite 4049 Chicago IL 60606 300149729 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Rose Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 205389086 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Sarnoff Levin Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 364157233 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Seder Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363988995 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Sisyphus Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 205944850 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Tamar & Jonathan Koschitzky Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 300149723 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 The Robert and Yadelle Sklare Foundation 30 South Wells Suite 4049 Chicago IL 60606 364389423 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Wagner Descendant's Foundation 30 South Wells Suite 4049 Chicago IL 60606 204004517 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Weiss Memorial Hospital Foundation 30 South Wells Suite 4049 Chicago IL 60606 364413031 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Z Frank Camp Apachi Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 363833108 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 255 Revere Drive LP 30 S Wells Suite 4049 Chicago IL 60606 363174413 Real Estate IL JFMC Facilities Corporation N/A 0 0 The Kochav Fund I LP 30 S Wells Suite 4049 Chicago IL 60606 980579113 Special Purpose Investment Vehicle Established to Hold Private Capital Invst DE Jewish Federation of Metropolitan Chicago N/A 0 0 Tbuwah Fund LP 30 S Wells Suite 4049 Chicago IL 60606 200291210 Special Purpose Investment Vehicle Established to Hold Private Capital Invst NY Jewish Federation of Metropolitan Chicago N/A 0 0 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 JFMC Facilities Corporation N/A 0 0 Charitable Remainder Unitrusts (25) Charitable Trust IL Jewish Federation of Metropolitan Chicago T 0 Charitable Remainder Annuity Trusts (10) Charitable Trust IL Jewish Federation of Metropolitan Chicago T 0 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 2014 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.