BELLOWS FAMILY FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BELLOWS FAMILY FOUNDATION (EIN 36-3864415)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201413219349301011
Schema version
2013v3.0
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)
Return2014-11-17T09:32:24-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 S WACKER DRIVE STE 800AddressLine1
CityCHICAGOCity
StateILState
ZIP Code606063392ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363864415EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Bellows Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBELLBusinessNameControlTxt
Phone3124442814PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 South Wells No 4049AddressLine1
CityChicagoCity
StateILState
ZIP Code60606ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJames A PinkstonPersonNm
Person TitleAssistant TreasurerPersonTitleTxt
Phone3124442814PhoneNum
Signature2014-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonZack FortschPreparerPersonNm
PTINP00052725PTIN
Phone3126343400PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerShael BellowsPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 South Wells No 4049AddressLine1
CityChicagoCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$1,160,358GrossReceiptsAmt
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 Body6VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers4TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$494,417PYContributionsGrantsAmt
CY Contributions Grants$1,000,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$104,963PYInvestmentIncomeAmt
CY Investment Income$155,108CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$5,250CYOtherRevenueAmt
PY Total Revenue$599,380PYTotalRevenueAmt
CY Total Revenue$1,160,358CYTotalRevenueAmt
PY Grants And Similar Paid$1,207,663PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$494,366CYGrantsAndSimilarPaidAmt
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$29,708PYOtherExpensesAmt
CY Other Expenses$25,752CYOtherExpensesAmt
PY Total Expenses$1,237,371PYTotalExpensesAmt
CY Total Expenses$520,118CYTotalExpensesAmt
PY Revenues Less Expenses-$637,991PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$640,240CYRevenuesLessExpensesAmt
Total Assets BOY$3,236,241TotalAssetsBOYAmt
Total Assets EOY$4,548,877TotalAssetsEOYAmt
Total Liabilities BOY$540,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$525,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,696,241NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,023,877NetAssetsOrFundBalancesEOYAmt
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$494,366ExpenseAmt
Grant$494,366GrantAmt
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$494,366TotalProgramServiceExpensesAmt
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 EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
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 ChiswickBusinessNameLine1
FieldValueIRS element (for citing)
Phone3124442814PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 South Wells Suite 4049AddressLine1
CityChicagoCity
StateILState
ZIP Code60606ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (7 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
Howard Geller
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$49,495$11,784
David Rosen
Vice President & Treasurer0.3049.70Yes (X)Yes (X)$0$303,845$135,252
James A Pinkston
Assistant Treasurer0.3049.70Yes (X)$0$208,467$15,045
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$561,807TotReportableCompRltdOrgAmt
Total Other Compensation$162,081TotalOtherCompensationAmt
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$1,000,000AllOtherContributionsAmt
Total Contributions$1,000,000TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$133,764TotalRevenueColumnAmt
Exclusion$133,764ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$21,344SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$21,344SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,344TotalRevenueColumnAmt
Exclusion$21,344ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,250TotalRevenueColumnAmt
Exclusion$5,250ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,250OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,160,358TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$160,358ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$494,366TotalAmt
Program Services$494,366ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$17,342TotalAmt
Management And General$17,342ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,400TotalAmt
Management And General$8,400ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFiling FeeDesc
Total$10TotalAmt
Management And General$10ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$520,118TotalAmt
Program Services$494,366ProgramServicesAmt
Management And General$25,752ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$288,359BOYAmt
EOY$901,931EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,873BOYAmt
EOY$13,873EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$943,612BOYAmt
EOY$877,561EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,990,397BOYAmt
EOY$2,677,793EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$77,719EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,236,241BOYAmt
EOY$4,548,877EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$540,000BOYAmt
EOY$525,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$540,000BOYAmt
EOY$525,000EOYAmt
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$2,696,241BOYAmt
EOY$4,023,877EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,696,241BOYAmt
EOY$4,023,877EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,236,241BOYAmt
EOY$4,548,877EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$640,240ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$687,396NetUnrlzdGainsLossesInvstAmt
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
CertificationYes (X)CertificationInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Jewish Federation of Metropolitan ChicagoBusinessNameLine1
FieldValueIRS element (for citing)
EIN362167761EIN
Organization Type7OrganizationTypeDesc
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$40,000SupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$40,000SupportSumAmt

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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
American Committee for Shaare Zedek
49 West 45th StNew YorkNY10036135645878501(C)(3)$10,000General Operating Support
American Friends of Matan Inc
75 Seckelpear RdLevittownPA19056133639482501(C)(3)$20,000General Operating Support
Amit Women Inc
817 BroadwayNew YorkNY10003135631502501(C)(3)$6,000General Operating Support
Camp Extreme
335 Central AveLawrenceIL11559364428246501(C)(3)$71,250General Operating Support
Camp Moshava of Wild Rose Inc
3740 West DempsterSkokieIL60076363874839501(C)(3)$25,000General Operating Support
Chai Lifeline
151 W 30th Third FlNew YorkNY10001112940331501(C)(3)$22,000General Operating Support
Friends of Refugees of Eastern Europe
2935 W DevonChicagoIL60659362822431501(C)(3)$15,000General Operating Support
Friends of Yad-Sarah Inc
450 Park Avenue Suite 3201New YorkNY10022133106175501(C)(3)$13,600General Operating Support
Hebrew Theological College
7135 N CarpenterSkokieIL60077362167095501(C)(3)$15,000General Operating Support
Ida Crown Jewish Academy Inc
2828 W Pratt BlvdChicagoIL60645362167009501(C)(3)$5,500General Operating Support
Jewish Federation of Metropolitan Chicago
30 South Wells Suite 4049ChicagoIL60606362167761501(C)(3)$40,000General Operating Support
Kehillat Chovevei Tzion
PO Box 381New YorkNY11727201187130501(C)(3)$125,000General Operating Support
Kollel Torah Mitzion
79 West Monroe Street Suite 1119ChicagoIL60603364348122501(C)(3)$24,996General Operating Support
Manhattan Jewish Experience Synagogue
131 W 86th StNew YorkNY10024134010099501(C)(3)$19,000General Operating Support
Hillel Torah North Suburban Day School
7120 Laramie AveSkokieIL60077362436314501(C)(3)$19,100General Operating Support
Rabbi Isaac Elchanan Theological Seminary
2540 Amsterdam AveNew YorkNY10033132673756501(C)(3)$9,350General Operating Support
Yeshiva of Bergen County Inc
70 W Century RdParamusNJ07652223722875501(C)(3)$9,000General 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$290,523$0$0$0$13,322$0$126,407$0$9,666$0$439,918$0$0
James A Pinkston
Assistant Treasurer$0$208,467$0$0$0$0$0$6,200$0$9,591$0$224,258$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 beginning in 2018 and lasting for ten years.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wittingham ManagementBusinessNameLine1
FieldValueIRS element (for citing)
Relationship DescriptionWittingham Management is owned by Shael Bellows.RelationshipDescriptionTxt
Transaction$17,342TransactionAmt
TransactionAn administration fee was paid to Wittingham Management, which is owned by Shael Bellows.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

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 11A 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.
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 (44 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
Jewish Federation of Metropolitan Chicago
30 South Wells Suite 4049ChicagoIL60606362167761Social Welfare InstitutionIL501(c)(3)Line 7N/A0
JFMC Facilities Corporation
30 South Wells Suite 4049ChicagoIL60606363368912Property Management of Related Non-Profit OrganizationsIL501(c)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Karl Perl Charitable Trust
30 South Wells Suite 4049ChicagoIL60606466113637Support the Jewish United FundIL501(c)(3)Line 11a, IYes (1)Jewish United Fund of Metropolitan Chicago
Jewish United Fund of Metropolitan Chicago
30 South Wells Suite 4049ChicagoIL60606362167034Fundraising & GrantmakingIL501(c)(3)Line 70Jewish Federation of Metropolitan Chicago
1261 Foundation
30 South Wells Suite 4049ChicagoIL60606364018186Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Arnold I & Bette Sobel Foundation
30 South Wells Suite 4049ChicagoIL60606311528640Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
BLS Family Foundation
30 South Wells Suite 4049ChicagoIL60606364420871Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Bucksbaum Family Foundation
30 South Wells Suite 4049ChicagoIL60606364341914Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Charles & Audrey Dann Charitable Foundation
30 South Wells Suite 4049ChicagoIL60606364018189Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Chicago Center for Jewish Genetic Disorders
30 South Wells Suite 4049ChicagoIL60606200120266Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
The First Spoke Foundation
30 South Wells Suite 4049ChicagoIL60606200894628Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Crown Family Foundation
30 South Wells Suite 4049ChicagoIL60606363330462Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Epstein Wenger Family Support Foundation
30 South Wells Suite 4049ChicagoIL60606364380168Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Eva Cooper Foundation
30 South Wells Suite 4049ChicagoIL60606363436617Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Glickman Foundation
30 South Wells Suite 4049ChicagoIL60606363857009Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Goodman Family Foundation
30 South Wells Suite 4049ChicagoIL60606364018187Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Harvey L Miller Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606900187252Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Helene Diamond & Jorde Nathan Family Foundation
30 South Wells Suite 4049ChicagoIL60606364157242Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Hillel of Illinois Endowment Foundation
30 South Wells Suite 4049ChicagoIL60606364310755Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Irvin & Ruth Swartzberg Family Foundation
30 South Wells Suite 4049ChicagoIL60606363864416Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Lawrence E & Nancy S Glick Foundation
30 South Wells Suite 4049ChicagoIL60606363662985Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Leibow Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606201420425Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Leonard and Diane Sherman Family Foundation
30 South Wells Suite 4049ChicagoIL60606364345181Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Leonard Rose Family Foundation
30 South Wells Suite 4049ChicagoIL60606364420873Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Lya and Louis Rosenblum Family Foundation
30 South Wells Suite 4049ChicagoIL60606311529058Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Manfred and Fern Steinfeld Family Foundation
30 South Wells Suite 4049ChicagoIL60606364244346Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Michael Reese Health Trust
150 North Wacker Drive Suite 2320ChicagoIL60606362170910Private FoundationIL501(C)(3)PF0Jewish Federation of Metropolitan Chicago
Prairie Minerals Foundation
30 South Wells Suite 4049ChicagoIL60606320062771Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
The Pritzker Family Philanthropic Fund
71 S Wacker Drive Ste 4600ChicagoIL60606363623264Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Ring Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606201642012Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Robert L & Sylvia M Haag Foundation
30 South Wells Suite 4049ChicagoIL60606300149729Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Rose Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606205389086Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Sarnoff Levin Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606364157233Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Seder Family Foundation
30 South Wells Suite 4049ChicagoIL60606363988995Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Tamar & Jonathan Koschitzky Family Foundation
30 South Wells Suite 4049ChicagoIL60606300149723Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
The Robert and Yadelle Sklare Foundation
30 South Wells Suite 4049ChicagoIL60606364389423Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Weiss Memorial Hospital Foundation
30 South Wells Suite 4049ChicagoIL60606364413031Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Z Frank Camp Apachi Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606363833108Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Wagner Descendant's Foundation
30 South Wells Suite 4049ChicagoIL60606204004517Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Sisyphus Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606205944850Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Eve and Stuart L Pinkert Family Charitable Foundation
30 South Wells Suite 4049ChicagoIL60606367230842Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Robert U & Roberta Goldman Family Foundation
30 South Wells Suite 4049ChicagoIL60606203921714Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Carol Lavin Bernick Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606364067510Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
JFMCP3 Corporation
30 South Wells Suite 4049ChicagoIL60606262053862Supporting OrganizationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
The Kochav Fund I LP
30 S Wells Suite 4049ChicagoIL60606980579113Special Purpose Investment Vehicle Established to Hold Private Capital InvstDEN/AN/A00
Tbuwah Fund LP
30 S Wells Suite 4049ChicagoIL60606200291210Special Purpose Investment Vehicle Established to Hold Private Capital InvstNYN/AN/A00
JFMC Pooled Endowment Portfolio LLC
30 S Wells Suite 4049ChicagoIL60606451610644See Sch. R, Part VIIILN/AN/A00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
Charitable Remainder Unitrusts (25)
Charitable TrustILJewish Federation of Metropolitan ChicagoT0
Charitable Remainder Annuity Trusts (10)
Charitable TrustILJewish Federation of Metropolitan ChicagoT0
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 Endowmentcharitable 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 asprivacy, and in accordance with the 2013 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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