2014-11-17T09:32:24-06:00 2013-12-31 420714325 MCGLADREY LLP 1 S WACKER DRIVE STE 800 CHICAGO IL 606063392 990 2013-01-01 363864415 Bellows Family Foundation BELL 3124442814 30 South Wells No 4049 Chicago IL 60606 James A Pinkston Assistant Treasurer 3124442814 2014-11-17 1 Zack Fortsch P00052725 3126343400 2013 2015-11-30 17:44:51Z Shael Bellows 30 South Wells No 4049 Chicago IL 60606 1160358 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. 6 2 0 4 0 0 494417 1000000 0 0 104963 155108 0 5250 599380 1160358 1207663 494366 0 0 0 0 0 0 0 29708 25752 1237371 520118 -637991 640240 3236241 4548877 540000 525000 2696241 4023877 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 494366 494366 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. 494366 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 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 2 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 Howard Geller 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 49495 11784 David Rosen Vice President & Treasurer 0.30 49.70 X X 0 303845 135252 James A Pinkston Assistant Treasurer 0.30 49.70 X 0 208467 15045 0 561807 162081 0 0 1 0 0 1000000 1000000 133764 133764 21344 0 21344 21344 21344 5250 5250 5250 1160358 0 0 160358 494366 494366 17342 17342 8400 8400 Filing Fee 10 10 520118 494366 25752 0 288359 901931 13873 13873 943612 877561 1990397 2677793 77719 3236241 4548877 540000 525000 540000 525000 X 0 0 0 0 2696241 4023877 2696241 4023877 3236241 4548877 640240 687396 0 X 0 1 X 1 0 X X X 0 0 0 Jewish Federation of Metropolitan Chicago 362167761 7 1 40000 1 40000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 American Committee for Shaare Zedek 49 West 45th St New York NY 10036 135645878 501(C)(3) 10000 General Operating Support American Friends of Matan Inc 75 Seckelpear Rd Levittown PA 19056 133639482 501(C)(3) 20000 General Operating Support Amit Women Inc 817 Broadway New York NY 10003 135631502 501(C)(3) 6000 General Operating Support Camp Extreme 335 Central Ave Lawrence IL 11559 364428246 501(C)(3) 71250 General Operating Support Camp Moshava of Wild Rose Inc 3740 West Dempster Skokie IL 60076 363874839 501(C)(3) 25000 General Operating Support Chai Lifeline 151 W 30th Third Fl New York NY 10001 112940331 501(C)(3) 22000 General Operating Support Friends of Refugees of Eastern Europe 2935 W Devon Chicago IL 60659 362822431 501(C)(3) 15000 General Operating Support Friends of Yad-Sarah Inc 450 Park Avenue Suite 3201 New York NY 10022 133106175 501(C)(3) 13600 General Operating Support Hebrew Theological College 7135 N Carpenter Skokie IL 60077 362167095 501(C)(3) 15000 General Operating Support Ida Crown Jewish Academy Inc 2828 W Pratt Blvd Chicago IL 60645 362167009 501(C)(3) 5500 General Operating Support Jewish Federation of Metropolitan Chicago 30 South Wells Suite 4049 Chicago IL 60606 362167761 501(C)(3) 40000 General Operating Support Kehillat Chovevei Tzion PO Box 381 New York NY 11727 201187130 501(C)(3) 125000 General Operating Support Kollel Torah Mitzion 79 West Monroe Street Suite 1119 Chicago IL 60603 364348122 501(C)(3) 24996 General Operating Support Manhattan Jewish Experience Synagogue 131 W 86th St New York NY 10024 134010099 501(C)(3) 19000 General Operating Support Hillel Torah North Suburban Day School 7120 Laramie Ave Skokie IL 60077 362436314 501(C)(3) 19100 General Operating Support Rabbi Isaac Elchanan Theological Seminary 2540 Amsterdam Ave New York NY 10033 132673756 501(C)(3) 9350 General Operating Support Yeshiva of Bergen County Inc 70 W Century Rd Paramus NJ 07652 223722875 501(C)(3) 9000 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 290523 0 0 0 13322 0 126407 0 9666 0 439918 0 0 James A Pinkston Assistant Treasurer 0 208467 0 0 0 0 0 6200 0 9591 0 224258 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 beginning in 2018 and lasting for ten years. Wittingham Management Wittingham Management is owned by Shael Bellows. 17342 An administration fee was paid to Wittingham Management, which is owned by Shael Bellows. 0 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 11 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. 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 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 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 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 0 1261 Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018186 Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation 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 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 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 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 Eva Cooper Foundation 30 South Wells Suite 4049 Chicago IL 60606 363436617 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 Hillel 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 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 Leibow Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 201420425 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 Private Foundation 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 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 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 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 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 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 Eve and Stuart L Pinkert Family Charitable Foundation 30 South Wells Suite 4049 Chicago IL 60606 367230842 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 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 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 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 N/A 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 N/A N/A 0 0 JFMC Pooled Endowment Portfolio LLC 30 S Wells Suite 4049 Chicago IL 60606 451610644 See Sch. R, Part VII IL N/A 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 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 privacy, 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.