JEWISH UNITED FUND OF METROPOLITAN CHICAGO: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH UNITED FUND OF METROPOLITAN CHICAGO (EIN 36-2167034)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201343179349306194
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T17:34:33-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167034 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish United Fund of Metropolitan Chicago | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 3123574790 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wells No 4049 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James A Pinkston | Name |
| Title | Vice President of Accounting | Title |
| Phone | 3123574790 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Zack Fortsch | Name |
| PTIN | P00052725 | PTIN |
| Phone | 3126343400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Steven Nasatir | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wells No 4049 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 99480061 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.JUF.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1949 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | JUF is the Chicago Jewish community's central philanthropy, funding wide-ranging services. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 81 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 79 | NbrIndependentVotingMembers |
| Total Nbr Employees | 482 | TotalNbrEmployees |
| Total Nbr Volunteers | 16000 | TotalNbrVolunteers |
| Total Gross UBI | 763795 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 85985649 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 83932885 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6629907 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6511567 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2606001 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3166749 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 21599 | OtherRevenuePriorYear |
| Other Revenue Current Year | 43019 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 95243156 | TotalRevenuePriorYear |
| Total Revenue Current Year | 93654220 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 67700262 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 68918209 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12035369 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12771035 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 125139 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 119360 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6661934 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11682415 | OtherExpensePriorYear |
| Other Expenses Current Year | 11176939 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 91543185 | TotalExpensesPriorYear |
| Total Expenses Current Year | 92985543 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3699971 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 668677 | RevenuesLessExpensesCY |
| Total Assets BOY | 157746655 | TotalAssetsBOY |
| Total Assets EOY | 158614812 | TotalAssetsEOY |
| Total Liabilities BOY | 90990837 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 83255650 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 66755818 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 75359162 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | JUF provides critical resources that bring food, refuge, health care, education and emergency assistance to 300,000 Chicagoans of all faiths and 2 million Jews in Israel and around the world, funding a network of nearly 70 agencies and programs. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 35664394 | Expense |
| Grants | 34033606 | Grants |
| Revenue | 566066 | Revenue |
| Description | Allocations (Local) - The Jewish United Fund of Metropolitan Chicago (JUF) conducts fundraising activities by means of annual calendar year campaigns and makes allocations to Jewish Federation of Metropolitan Chicago (JF) and Jewish Federations of North America (JFNA). Through its allocation to JF, JUF supports various nonprofit organizations in the Chicago area that provide assistance to people of all faiths, including hot meals and groceries, utility and rent assistance, prescriptions and medical care for impoverished families; job training and placement for people who are out of work; therapeutic school and specialized care for children with disabilities; support services for Holocaust survivors; assisted living, specialized Alzheimer's care and transportation for seniors; respite services for caregivers of frail seniors and people with disabilities; counseling, prevention and intervention services for troubled teens; and an entire continuum of prevention and therapeutic services for individuals and families in crisis.Because the Jewish United Fund of Metropolitan Chicago (JUF) and the Jewish Federation of Metropolitan Chicago are so closely linked in numerous ways (combined Board of Directors, shared professional staff, shared office space, etc.), and because the JUF annually provides a significant grant to the Jewish Federation, we measure and report our program and service results jointly for the combined JUF/Federation enterprise, which are summarized below:Local Human Services:- 522,614 meals, food bags and grocery cards were delivered to needy local Jews;- 4,032 households received more than $4.4 million in emergency financial assistance to pay for housing, healthcare and other critical expenses;- 1,209 workers secured paid jobs;- 1,402 impoverished Jews received life-preserving prescription medications;- 18,551 individuals received free or highly-subsidized mental and physical healthcare;- 4,999 seniors received services enabling them to stay in their homes;- 1,498 people learned credit repair skills and business basics to write a business plan, secure loan funding, and start a microenterprise;- 2,203 people received assistance applying for public benefits;- 637 low-income families received free or subsidized legal assistance;- 298 people were placed into more affordable, stable housing;- 650 Holocaust survivors maximized their independence through in-home services, emergency financial assistance, group support, advocacy and socialization;- 591 children with disabilities received intensive therapeutic services and education.Formal and Informal Jewish Education Services:- 22,154 children and youth engaged in Jewish learning and built stronger Jewish identities through formal and informal Jewish educational experiences;- 69% of Jewish day school students received scholarships and/or tuition assistance;- 2,659 students received tuition financial assistance at 14 local Jewish day schools;- Local day schools got assistance with facilities management, security, loan guarantees, governance, benchmarking, and resource development;- 1,780 children received more than $1.5 million in scholarships for Jewish summer camp experiences;- 452 children received financial assistance or subsidies for a Jewish early childhood educational experiences.Israel Connections, Advocacy and Education Services:- 1,245 Jewish young adults went on free trips to Israel courtesy of JUF Birthright Israel, strengthening their connection to the Jewish homeland;- 760 youth received JUF-supported scholarships that helped them afford pivotal educational experiences in Israel;- 3,927 teens gained knowledge and skills to better articulate support for Israel through JUF-supported programs in local high schools and Jewish summer camp;- On 16 major campuses statewide, the JCRC/Hillel Israel Initiative partners with other religious, ethnic and cultural groups to present pro-Israel programs for hundreds of students and faculty; - Hillel's landmark Reach Across Illinois Campuses program offers Israel advocacy programming on 10 Illinois campuses without a formal Hillel presence; - 4 major Illinois universities now have flourishing Israel Studies programs, established in partnership with JUF/Federation to share Israel's contributions to technology, science and culture;- 57 participants from 16 area high schools engaged in Write-On For Israel, an intensive, two-year Israel advocacy training program for upperclassmen.Services for Families with Young Children:- 6,120 families with young children received free, monthly Jewish books and music through JUF's PJ Library program;- 604 Jewish families with young children participated in "Joyfully Jewish" programs, exploring Jewish life through arts & crafts, storytelling and holiday celebrations in public venues;- 223 families received $500-$1,000 JUF Right Start gift vouchers towards tuition t a Jewish early childhood program for the first child in their family to attend Jewish preschool; - 146 new Jewish parents received "Shalom Baby" gift packages, and 77 Chicago newcomers received informational "Shalom Chicago" gift packages.Hands-on Volunteerism and Teen Services:- 1,533 Jews of all ages volunteered through JUF's TOV Volunteer Network, providing hands-on assistance from serving meals to people in need to tutoring at-risk children;- 501 teens and college students made a difference in the lives of poor Jews, seniors and people with disabilities through JUF-sponsored volunteer services;- 63 teens in grades 7-10 [plus 5 junior counselors in grades 11-12] from 33 schools participated in a week-long, interactive day camp held twice in August, combining service learning activities with hands-on volunteer work in the Jewish community and the community-at-large;- 83 teens in grades 6-12 from 38 schools participated in monthly community service projects;- 36 high school students participated in Voices: the Chicago Jewish Teen Foundation, building their skills in philanthropy and grantmaking;- 12 outstanding high school juniors were named Chicago Jewish Teen Leadership Award winners.Young Adult Engagement and Leadership Development Services:- 2,643 college students engaged in Jewish activities on Illinois campuses, raising their awareness of Jewish values, knowledge of Israel and commitment to the greater Jewish community;- 29 local college students participated in an intensive summer work/study program in Chicago Jewish Communal Service, working for agencies or departments of the Jewish United Fund/Jewish Federation of Metropolitan Chicago;- 1,075 young business professionals attended 14 events focused on engaging the next generation of Jewish businessmen and businesswomen;- 300 Russian-speaking Jewish young professionals came to 15 specialized events to connect with each other, the broader community, and with their own Jewish identity;- 166 young professionals were engaged in a leadership capacity as members of the boards of the Young Leadership Division, Young Women's Board and young Women's City Council, which in turn gained the participation of 5,794 individuals in 92 education, advocacy, fundraising and outreach events, setting them on the path to intensive Jewish involvement;- 23 professionals in their 30s and 40s, selected for their leadership potential, began participation in an intensive Jewish Leaders Institute, grooming them for the institution's most senior leadership positions through orientation to JUF/Federation; organizational leadership training; education about Jewish history, values and community;- Some 66,000 unique visitors came to Oy! Chicago, the outreach blog for unaffiliated local 20- and 30-somethings;- 86 community members serve on the JUF/Federation Board of Directors, and 350 additional community members participating in the Board's 30 standing committees. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 34920051 | Expense |
| Grants | 32235054 | Grants |
| Revenue | 1181539 | Revenue |
| Description | Allocations (Overseas) - Through its allocation to JFNA, JUF supports services to nearly 2 million individuals in Israel and 70 other countries. These range from basic social service programs addressing needs of all age groups to formal and informal Jewish education/identity development. The major beneficiary organizations which engage in overseas work through support from JFNA are the American Jewish Joint Distribution Committee, the Jewish Agency for Israel and the World ORT.Summary of Service Results-Rescue and Resettlement Services:- 29,346 immigrants were assisted with job preparation and placement, language skills, housing and socialization programming to help them integrate into Israeli society.Services to Strengthen At-risk Israeli Families and Communities:- 21,000 disadvantaged but promising Israeli students were immersed in educational opportunities designed to close the socioeconomic gap and ensure their future success;- 10,000 at-risk Israeli youth and family members in 35 locations throughout Israel received emotional and scholastic support to help prepare them for future success;- 2,200 young adults served as mentors, tutors, entrepreneurs and social activists in 40 disadvantaged Israeli communities, helping 36,000 citizens improve their quality of life.Israel Terror Relief Services:- 33,000 children and teens were taken out of rocket range during Operation Pillar of Defense and brought to secure areas for respite activities;- 223 families who were injured during the Operation received direct support from the JUF-supported Victims of Terror Fund;- 17,600 children from JUF's Partnership region of Lachish were taken out of rocket range during Operation Pillar of Defense and brought north for respite activities.Global Jewish Community Services:- 177,000 impoverished elderly throughout Russia and other Eastern European countries received food, medicine and heating fuel to sustain them;- 32,000 poor children in these countries also received life-sustaining food, medicine and financial assistance;- 6,400 young Jews from Russia and other Eastern European counties built stronger Jewish and Zionist identities Israel through Jewish camping experience. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 819081 | Expense |
| Revenue | 199187 | Revenue |
| Description | Community Relations - Through its support of the Jewish Community Relations Council (JCRC), JUF coordinates the collective policies and programs among 46 constituent Jewish organizations active in public affairs/community relations work. JCRC educates and mobilizes the Jewish community for action through JUF and those constituent groups on issues ranging from Israel to Darfur, and from combatting anti-Semitism to the broad array of intergroup relations (interfaith, interethnic, etc.). JCRC activities and engagement takes place with the media, campuses, government, foreign diplomats and religious and civic leaders. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription | GrantsGrants |
|---|---|---|---|
| 783878 | 752907 | Budget and Planning - Review/evaluate programs and budgets of grantee organizations, all of which are tax-exempt organizations under Section 501(c)(3). Allocations are made based on need and funds available. | |
| 509800 | 44151 | Communications: Fifty percent of the Communications Department expenses are allocated to program services. The JUF Communications Department works to ensure that JUF/Federation maintains a strong media profile and serves effectively as the public voice for Chicago's Jewish community. | |
| 3884122 | 3767717 | JUF News: JUF News is Chicago's largest circulation Jewish community publication. It is published monthly and offers features, profiles, news and commentaries about key facets of Jewish life locally, in Israel and around the world.Israel office: The organization maintains a small office in Israel with three employees. The Israel office expense and employee salaries are paid to Jewish Federations of North America, which is based in New York, and is the umbrella organization for all Jewish Federations in North America. The Israel office coordinates educational missions and monitors Israeli programs that are funded by JUF. JUF coordinates missions to Israel, Russia, Poland and various other countries in order to give donors the opportunity to travel with other Chicagoans to Jewish communities all over the world and see JUF dollars at work. The missions also allow individuals to visit with people who live in Israel and other countries, explore family roots and learn about worldwide Jewish culture. Missions give participants the opportunity to see first-hand what can be accomplished by the Jewish people when our energy and resources are operating at full capacity. JUF pays for all mission travel expenses and then participants reimburse JUF for the costs, although certain missions are partially subsidized by JUF. The revenue and expenses of missions are reported on the 990 on a gross basis. | 2649549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5177800 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 2649549 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 4564775 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 76581326 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 54 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 482 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 81 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 79 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
| Other Explain In Sch O | X | OtherExplainInSchO |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James A Pinkston | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3123574790 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wells Ste 4049 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (107 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer | Individual Trustee Or DirectorIndividualTrusteeOrDirector |
|---|---|---|---|---|---|---|---|---|---|---|
| Steven B Nasatir | ||||||||||
| President | 30.00 | 10.00 | X | 466758 | 155585 | 88818 | ||||
| Jeffrey L Cohen | ||||||||||
| Senior VP - Finan. Resource Development | 24.00 | 16.00 | X | 168109 | 112073 | 181433 | ||||
| David S Rosen | ||||||||||
| Senior Vice President - Endowments | 0.00 | 40.00 | X | 0 | 297392 | 129340 | ||||
| David Brief | ||||||||||
| Chief Investment Officer | 40.00 | 0.00 | 443789 | 0 | 80554 | X | ||||
| Michael Tarnoff | ||||||||||
| Executive Vice President - CFO | 20.00 | 20.00 | X | 166149 | 166149 | 18400 | ||||
| Louis Lazovsky | ||||||||||
| Vice President - Human Resources | 32.00 | 8.00 | 169081 | 42270 | 92669 | X | ||||
| Jay Tcath | ||||||||||
| Executive Vice President | 20.00 | 20.00 | X | 118545 | 118545 | 50309 | ||||
| Beth Cherner | ||||||||||
| Vice President - Campaign | 40.00 | 0.00 | X | 253681 | 0 | 30368 | ||||
| Joseph Salcik | ||||||||||
| VP - Information Systems & Services | 32.00 | 8.00 | 164642 | 41160 | 46313 | X | ||||
| Susan Rifas | ||||||||||
| Vice President - Board Operations | 40.00 | 0.00 | X | 146187 | 0 | 102202 | ||||
| Rachel Greenman Sternberg | ||||||||||
| Senior Vice President - Campaign | 40.00 | 0.00 | X | 215939 | 0 | 28865 | ||||
| James A Pinkston | ||||||||||
| Vice President - Accounting | 30.00 | 10.00 | X | 149772 | 49924 | 18544 | ||||
| David S Rubovits | ||||||||||
| Senior VP - Planning and Allocations | 13.20 | 26.80 | X | 60543 | 122920 | 30413 | ||||
| Peter Chiswick | ||||||||||
| Controller, Jewish Federation of Metropolitan Chic | 38.00 | 2.00 | X | 144740 | 7618 | 51352 | ||||
| Aaron Cohen | ||||||||||
| Vice President, Communications | 40.00 | 0.00 | 143839 | 0 | 54768 | X | ||||
| Jim Rosenberg | ||||||||||
| Chief of Staff | 40.00 | 0.00 | X | 160756 | 0 | 18101 | ||||
| Sherryl Steinberg | ||||||||||
| Associate VP, Women's Division | 40.00 | 0.00 | 145988 | 0 | 19156 | X | ||||
| Michael C Kotzin PhD | ||||||||||
| Senior Counselor to the President | 40.00 | 0.00 | 140190 | 0 | 16105 | X | ||||
| Ann Johnson | ||||||||||
| Controller | 40.00 | 0.00 | 135484 | 0 | 12575 | X | ||||
| Ronald Margolin | ||||||||||
| Senior Assoc., VP, Communications | 40.00 | 0.00 | 127968 | 0 | 65539 | X | ||||
| Laszlo Gonc | ||||||||||
| Director, Information Systems & Services | 40.00 | 0.00 | 134631 | 0 | 22073 | X | ||||
| David T Brown | ||||||||||
| Chairman | 10.00 | 10.00 | X | 0 | 0 | 0 | X | |||
| Ethan Budin | ||||||||||
| Vice Chairman | 5.00 | 5.00 | X | 0 | 0 | 0 | X | |||
| Richard C Goodman | ||||||||||
| Vice Chairman | 5.00 | 5.00 | X | 0 | 0 | 0 | X | |||
| Ann-Louise Kleper | ||||||||||
| Vice Chairman | 5.00 | 5.00 | X | 0 | 0 | 0 | X | |||
| Dr Jeffrey Kopin | ||||||||||
| Vice Chairman | 5.00 | 5.00 | X | 0 | 0 | 0 | X | |||
| Jennifer Levine | ||||||||||
| Vice Chairman | 5.00 | 5.00 | X | 0 | 0 | 0 | X | |||
| Stephen Malkin | ||||||||||
| Vice Chairman | 5.00 | 5.00 | X | 0 | 0 | 0 | X | |||
| Harry Seigle | ||||||||||
| Vice Chairman | 5.00 | 5.00 | X | 0 | 0 | 0 | X | |||
| Wendy Berger Shapiro | ||||||||||
| Vice Chairman | 5.00 | 5.00 | X | 0 | 0 | 0 | X | |||
| Bill Silverstein | ||||||||||
| Vice Chairman | 5.00 | 5.00 | X | 0 | 0 | 0 | X | |||
| Phyllis Tabachnick | ||||||||||
| Vice Chairman | 5.00 | 5.00 | X | 0 | 0 | 0 | X | |||
| Adam Winick | ||||||||||
| Vice Chairman | 5.00 | 5.00 | X | 0 | 0 | 0 | X | |||
| Michael Zaransky | ||||||||||
| Vice Chairman | 5.00 | 5.00 | X | 0 | 0 | 0 | X | |||
| Lee I Miller | ||||||||||
| Treasurer | 5.00 | 5.00 | X | 0 | 0 | 0 | X | |||
| Thomas Rivkin | ||||||||||
| Assistant Treasurer | 5.00 | 5.00 | X | 0 | 0 | 0 | X | |||
| Dr Michele Sackheim Wein | ||||||||||
| Secretary | 5.00 | 5.00 | X | 0 | 0 | 0 | X | |||
| Jodi Newmark | ||||||||||
| Assistant Secretary | 5.00 | 5.00 | X | 0 | 0 | 0 | X | |||
| Caryn Rosen Adelman | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Harvey J Barnett | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| David A Baum | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Jodie Berkman | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Debbie L Berman | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Scott I Canel | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Mark Chudacoff | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Joshua Daitch | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Deanna Drucker | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Bruce Ettelson | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Robert Ferencz | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Maury Fertig | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Linda Schottenstein Fisher | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Jason Friedman | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Howard Friend | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| David Golder | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Arnie Harris | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Ellen Spira Hattenbach | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Marcie B Hemmelstein | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Josh B Herz | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Andrew S Hochberg | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Stuart Hochwert | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Bennett E Kaplan | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Cindy Kaplan | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Deborah Schrayer Karmin | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Penny Keeshin | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Priscilla L Kersten | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Frances H Krasnow | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Peter Kupferberg | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Rabbi Vernon Kurtz | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Steven H Lavin | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Jane Cadden Lederman | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| H Debra Levin | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Brian J Levinson | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Miriam Lichstein | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Barry A Malkin | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Rabbi Steven S Mason | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Steven N Miller | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| James C Mills | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Sanford E Perl | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Theodore Perlman | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Paula Resnick | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Elliot Robinson | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Marc Roth | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Eric Rothner | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Lisa Rubinstein | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Marc Sacks | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Max Schrayer | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Steve Schreiber | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Midge Perlman Shafton | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Keith J Shapiro | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Kim Shwachman | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Morris Silverman | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Barbara Kaplan Slutsky | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Alan P Solow | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Marc Spellman | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Sara C Star | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Nina G Stillman | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Pam F Szokol | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Ralph Wanger | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Avrum Weinfeld | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| James R Woldenberg | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Rabbi Carl Wolkin | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Andrea R Yablon | ||||||||||
| Director | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Francine F Levy | ||||||||||
| Ex-Officio | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Hilary Greenberg | ||||||||||
| Ex-Officio | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Helene Diamond | ||||||||||
| Ex-Officio | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Jimmy Sarnoff | ||||||||||
| Ex-Officio | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| David Goldenberg | ||||||||||
| Ex-Officio | 0.50 | 0.50 | 0 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3656791 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1113636 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1157897 | TotalOtherCompensation |
| Number Individuals GT100 K | 35 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| JB Kenehan LLC | |||||
| W 238 N 700 Rockwood Drive | Waukesha | WI | 53188 | Publications/JUF News | 278905 |
| Rural Sourcing | |||||
| 1007 Slater Road Ste 400 | Durham | NC | 27703 | IT Consulting | 223108 |
| Presto Press | |||||
| PO Box 438430 | Chicago | IL | 60643 | Printing & Invitations | 196114 |
| Greater Talent Network | |||||
| 437 Fifth Ave | New York | NY | 10016 | Event Promotion | 187353 |
| McGladrey LLP | |||||
| 1 South Wacker Drive | Chicago | IL | 60606 | Auditing Services | 175307 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Related Organizations | 250000 | RelatedOrganizations |
| All Other Contributions | 83682885 | AllOtherContributions |
| Noncash Contributions | 4423892 | NoncashContributions |
| Total Contributions | 83932885 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Program Fees | 561000 | 3872238 | 3872238 |
| Service Fees | 561000 | 2639329 | 2639329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6511567 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 464594 | TotalRevenueColumn |
| Exclusion | $464,594 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7290030 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4587875 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2702155 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2702155 | TotalRevenueColumn |
| Exclusion | $2,702,155 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 517190 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 1237966 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -720776 | TotalRevenueColumn |
| Exclusion | -$720,776 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | JUF News Advertising | Description |
| Business Code | 541800 | BusinessCode |
| Total Revenue Column | 763795 | TotalRevenueColumn |
| Unrelated Business Revenue | 763795 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 763795 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 93654220 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6511567 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 763795 | UnrelatedBusinessRevenue |
| Exclusion | $2,445,973 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68918209 | Total |
| Program Services | 68918209 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2968881 | Total |
| Program Services | 767146 | ProgramServices |
| Management And General | 1397728 | ManagementAndGeneral |
| Fundraising | 804007 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102501 | Total |
| Management And General | 102501 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6743324 | Total |
| Program Services | 1742444 | ProgramServices |
| Management And General | 3174710 | ManagementAndGeneral |
| Fundraising | 1826170 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1965282 | Total |
| Program Services | 487256 | ProgramServices |
| Management And General | 1060894 | ManagementAndGeneral |
| Fundraising | 417132 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 594628 | Total |
| Program Services | 154753 | ProgramServices |
| Management And General | 288159 | ManagementAndGeneral |
| Fundraising | 151716 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 396419 | Total |
| Program Services | 103169 | ProgramServices |
| Management And General | 192106 | ManagementAndGeneral |
| Fundraising | 101144 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 628205 | Total |
| Program Services | 479265 | ProgramServices |
| Management And General | 148940 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46128 | Total |
| Program Services | 2667 | ProgramServices |
| Management And General | 39572 | ManagementAndGeneral |
| Fundraising | 3889 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118307 | Total |
| Program Services | 10007 | ProgramServices |
| Management And General | 108300 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119360 | Total |
| Fundraising | 119360 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 299036 | Total |
| Management And General | 299036 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 292770 | Total |
| Program Services | 211984 | ProgramServices |
| Management And General | 23557 | ManagementAndGeneral |
| Fundraising | 57229 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162804 | Total |
| Program Services | 50462 | ProgramServices |
| Fundraising | 112342 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1909953 | Total |
| Program Services | 1166618 | ProgramServices |
| Management And General | 205156 | ManagementAndGeneral |
| Fundraising | 538179 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 745815 | Total |
| Program Services | 88097 | ProgramServices |
| Management And General | 594893 | ManagementAndGeneral |
| Fundraising | 62825 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1552910 | Total |
| Program Services | 399526 | ProgramServices |
| Management And General | 636117 | ManagementAndGeneral |
| Fundraising | 517267 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226570 | Total |
| Program Services | 113899 | ProgramServices |
| Management And General | 37328 | ManagementAndGeneral |
| Fundraising | 75343 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4077 | Total |
| Program Services | 4077 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 345516 | Total |
| Program Services | 126712 | ProgramServices |
| Management And General | 159751 | ManagementAndGeneral |
| Fundraising | 59053 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 466814 | Total |
| Program Services | 105781 | ProgramServices |
| Management And General | 361033 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1362662 | Total |
| Program Services | 190219 | ProgramServices |
| Management And General | 805847 | ManagementAndGeneral |
| Fundraising | 366596 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9393 | Total |
| Program Services | 880 | ProgramServices |
| Management And General | 6459 | ManagementAndGeneral |
| Fundraising | 2054 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Events-Before Income | 1481948 | 121172 | 1360776 | |
| Missions-Before Income | 1215018 | 1215018 | ||
| Temporary Help | 73463 | 31389 | 34172 | 7902 |
| Photography | 32147 | 16928 | 15219 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203403 | Total |
| Program Services | 73648 | ProgramServices |
| Management And General | 92294 | ManagementAndGeneral |
| Fundraising | 37461 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92985543 | Total |
| Program Services | 76581326 | ProgramServices |
| Management And General | 9742283 | ManagementAndGeneral |
| Fundraising | 6661934 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10382560 | BOY |
| EOY | 7743613 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47335417 | BOY |
| EOY | 48911565 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 576974 | BOY |
| EOY | 1085140 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3074473 | BOY |
| EOY | 3664854 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14326639 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5468736 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8921949 | BOY |
| EOY | 8857903 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65229302 | BOY |
| EOY | 67368712 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22225980 | BOY |
| EOY | 20983025 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157746655 | BOY |
| EOY | 158614812 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3013779 | BOY |
| EOY | 3352713 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45493390 | BOY |
| EOY | 36900741 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 777781 | BOY |
| EOY | 1137389 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41705887 | BOY |
| EOY | 41864807 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90990837 | BOY |
| EOY | 83255650 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14023537 | BOY |
| EOY | 25269597 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40652738 | BOY |
| EOY | 38010022 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12079543 | BOY |
| EOY | 12079543 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66755818 | BOY |
| EOY | 75359162 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157746655 | BOY |
| EOY | 158614812 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 668677 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2288745 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 5645922 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 76927521 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 87972423 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 78181688 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 85985649 | CurrentTaxYearMinus1Year |
| Current Tax Year | 83932885 | CurrentTaxYear |
| Total | 413000166 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 76927521 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 87972423 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 78181688 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 85985649 | CurrentTaxYearMinus1Year |
| Current Tax Year | 83932885 | CurrentTaxYear |
| Total | 413000166 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 8160457 | AmountsSubstContributorsTotal |
| Public Support Total170 | 404839709 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1175404 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 619443 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 522595 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 361613 | CurrentTaxYearMinus1Year |
| Current Tax Year | 464594 | CurrentTaxYear |
| Total | 3143649 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 416143815 | TotalSupport |
| Gross Receipts From Admissions Etc | 34813028 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97280 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97130 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Mailings Members | $30 | MailingsMembersAmount |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $11,480 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 11510 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Lobbying Activities: | Identifier |
| Return Reference | Part II-B, Line 1: | ReturnReference |
| Explanation | JUF communicated with the Illinois Congressional delegation, state legislators and Federal and State Executive Branch officials on a variety of issues, especially Iran divestment. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 59429027 | BeginningOfYearBalance |
| Contributions | 5888038 | Contributions |
| Investment Earnings Or Losses | 4798907 | InvestmentEarningsOrLosses |
| Other Expenditures | 4629861 | OtherExpenditures |
| End Of Year Balance | 65486111 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 57935378 | BeginningOfYearBalance |
| Contributions | 4965735 | Contributions |
| Investment Earnings Or Losses | 535925 | InvestmentEarningsOrLosses |
| Other Expenditures | 4008011 | OtherExpenditures |
| End Of Year Balance | 59429027 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 53699233 | BeginningOfYearBalance |
| Contributions | 2194306 | Contributions |
| Investment Earnings Or Losses | 6096680 | InvestmentEarningsOrLosses |
| Other Expenditures | 4054841 | OtherExpenditures |
| End Of Year Balance | 57935378 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47732313 | BeginningOfYearBalance |
| Contributions | 2457560 | Contributions |
| Investment Earnings Or Losses | 8295484 | InvestmentEarningsOrLosses |
| Other Expenditures | 4786124 | OtherExpenditures |
| End Of Year Balance | 53699233 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 73780113 | BeginningOfYearBalance |
| Contributions | 1763784 | Contributions |
| Investment Earnings Or Losses | -23105784 | InvestmentEarningsOrLosses |
| Other Expenditures | 4705800 | OtherExpenditures |
| End Of Year Balance | 47732313 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.81550 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.18450 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14252835 | OtherCostOrOtherBasis |
| Depreciation | 5437297 | Depreciation |
| Book Value | 8815538 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 73804 | OtherCostOrOtherBasis |
| Depreciation | 31439 | Depreciation |
| Book Value | 42365 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8857903 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| State of Israel Bonds | 316900 | F |
| Investment in Life Insurance Policies | 4985626 | F |
| Other Investments | 147814 | F |
| JFMC Pooled Endowment Portfolio, LLC | 61918372 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 67368712 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Due from Participating Employers for Pension Benefits | 19352664 |
| Due from JFMC Facilities Corporation | 1630361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 20983025 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Liability for Pension Benefits | $30,468,600 |
| Due to Jewish Federation of Metropolitan Chicago | $11,396,207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 41864807 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The endowment funds (which include both board designated and permanently restricted funds) were established over a period of several years via bequests received from certain donors' estates. Distributions are made from these endowment funds on an annual basis and transferred to the organization's undesignated fund to support the annual campaign. The endowment fund distributions are computed using a formal spending policy that has been approved by the Board of Directors. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | Jewish United Fund, an Illinois not-for-profit corporation, is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law, except for taxes pertaining to unrelated business income, if any. Jewish United Fund has adopted the accounting standard on accounting for uncertainty in income taxes, which 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 Jewish United Fund 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. Examples of tax positions include the tax-exempt status of the Jewish United Fund and various positions related to the potential sources of unrelated business taxable income (UBIT). 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. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. At December 31, 2012, there were no unrecognized tax benefits identified or recorded as liabilities. Jewish United Fund files forms 990 in the U.S. federal jurisdiction and the State of Illinois. Jewish United Fund is no longer subject to examination by the Internal Revenue Service for years before 2009. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Israel | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 4 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | Oversight and monitoring of grants and missions | SpecificServicesProvided |
| Total Expenditures | 516000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 4 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 4 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 516000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 516000 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Siegel Marketing Group | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 N Farwell Ave Suite 300 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Phone solicitation | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 317095 | GrossReceipts |
| Amount Retained By Contractor | 119360 | AmountRetainedByContractor |
| Net To Organization | 197735 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 317095 | TotalGrossReceipts |
| Total Retained By Contractors | 119360 | TotalRetainedByContractors |
| Total Net To Organization | 197735 | TotalNetToOrganization |
| Licensed States | IL | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | YLD Big Event | NameOfEvent1 |
| Gross Receipts Event1 | 221971 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 221971 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 251984 | RentFacilityCostsEvent1 |
| Entertainment Event1 | 225468 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 102285 | OtherDirectExpensesEvent1 |
| Name Of Event2 | The Vanguard Dinner | NameOfEvent2 |
| Gross Receipts Event2 | 176550 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 176550 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 62282 | RentFacilityCostsEvent2 |
| Entertainment Event2 | 250000 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 83624 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 7 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 118669 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 118669 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 144830 | RentFacilityCostsOtherEvents |
| Entertainment Other Events | 88000 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 29493 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 517190 | GrossReceiptsTotal |
| Gross Revenue Total Events | 517190 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 459096 | RentFacilityCostsTotalEvents |
| Entertainment Total Events | 563468 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 215402 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1237966 | DirectExpenseSummaryEvents |
| Net Income Summary | -720776 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (18 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Jewish Federation of Metropolitan Chicago | |||||||
| 30 South Wells Ste 4049 | Chicago | IL | 60606 | 362167761 | 501(C)(3) | 32675298 | To support a range of nonprofit organizations which address humanitarian, health and welfare needs |
| Jewish Federations of North America | |||||||
| 25 Broadway | New York | NY | 10004 | 131624240 | 501(C)(3) | 32235054 | Regular campaign & Israel emergency campaign |
| Birthright Israel Foundation | |||||||
| 33 E 33rd Street 7th Floor | New York | NY | 10036 | 134092050 | 501(C)(3) | 95000 | To support a range of nonprofit organizations which address humanitarian, health and welfare needs. |
| The Ark | |||||||
| 6450 N California Ave | Chicago | IL | 60645 | 237164967 | 501(C)(3) | 27000 | General Operations |
| Jewish Community Center of Chicago | |||||||
| 30 South Wells St | Chicago | IL | 60606 | 362167758 | 501(C)(3) | 111836 | EZRA and other Programming |
| Jewish Community Centers Association of North America | |||||||
| 520 Eighth Avenue | New York | NY | 10018 | 135599486 | 501(C)(3) | 20000 | Travel Program in Israel |
| Council for Jewish Elderly | |||||||
| 3003 W Touhy Ave | Chicago | IL | 60645 | 362727597 | 501(C)(3) | 36000 | Programming support and Senior activities fund |
| Ida Crown Jewish Academy | |||||||
| 2828 W Pratt Boulevard | Chicago | IL | 60645 | 362167009 | 501(C)(3) | 100000 | General Operations |
| Hebrew Theological College | |||||||
| 7135 Carpenter Road | Skokie | IL | 60077 | 362167095 | 501(C)(3) | 150000 | General Operations |
| Associated Talmud Torahs | |||||||
| 2828 W Pratt Boulevard | Chicago | IL | 60645 | 362169123 | 501(C)(3) | 15000 | General Operations |
| Arie Crown Hebrew Day School | |||||||
| 4600 Main St | Skokie | IL | 60076 | 362129620 | 501(C)(3) | 100000 | General Operations |
| Jewish Child & Family Services | |||||||
| 216 W Jackson Blvd 800 | Chicago | IL | 60606 | 362167757 | 501(C)(3) | 149317 | General Operations |
| American Jewish Joint Distribution Committee | |||||||
| 711 Third Ave 10th Floor | New York | NY | 10017 | 131656634 | 501(C)(3) | 400000 | Children's Initiative in the Former Soviet Union |
| Friends of Project Heart | |||||||
| PO Box 170800 | Milwaukee | WI | 53217 | 453125708 | 501(C)(3) | 50000 | General Operations |
| Maot Chitim | |||||||
| 7366 N Lincoln Avenue | Lincolnwood | IL | 60712 | 363398501 | 501(C)(3) | 12500 | General Operations |
| Jewish Council on Urban Affairs | |||||||
| 610 S Michigan Avenue 5th Floor | Chicago | IL | 60605 | 362538957 | 501(C)(3) | 25000 | General Operations |
| Hebrew Immigrant Aid Society | |||||||
| 333 Seventh Avenue 5th Floor | New York | NY | 10001 | 135633307 | 501(C)(3) | 25000 | General Operations |
| United Against Nuclear Iran | |||||||
| 45 Rockefeller Plaza 2162 | New York | NY | 10111 | 262387657 | 501(C)(3) | 50000 | General Operations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 18 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Grants made by the Jewish Federation of Metropolitan Chicago (Federation)/Jewish United Fund of Metropolitan Chicago in the United States are monitored through an extensive process involving professionals and nearly 200 volunteers that includes submission of budgetary and programmatic information as well as face to face meetings with many of the grant recipients. The process entails submission and review of fiscal information (including updated budgets and audits) as well as program specific information including outcome measures when appropriate. Grants made to the Federation are then allocated to various affiliate agencies which have a long relationship with the Jewish United Fund and the Federation and notwithstanding this, both lay and professional leadership continue to assess the use of grants that are provided to them. The review is accompanied by face to face site visits in which programs funded by the Jewish United Fund and the Federation are reviewed. The Jewish United Fund and the Federation also take into account information that the grantees provide to accrediting and other funding bodies. The grants made to The Ark, Jewish Community Center of Chicago, Council for Jewish Elderly, Ida Crown Jewish Academy, Hebrew Theological College, Associated Talmud Torahs, and Arie Crown Hebrew Day School represent pass-through grants made per the request of certain donor designated gifts. In addition to these allocations, Jewish Federation of Metropolitan Chicago also makes more significant grants to these organizations to support their general operations. Jewish United Fund of Metropolitan Chicago reports grants on Schedule I to The Jewish Federations of North America (JFNA), which is a 501(c)(3) domestic U.S. charity. JFNA sends a portion of this grant amount to nonprofit organizations in Israel and other countries. JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA, and the American Jewish Joint Distribution Committee (JDC) each file separate Form 990s and report each specific grant in detail on their Schedule F. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (20 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Steven B Nasatir | ||||||||||||||
| President | 336037 | 112012 | 0 | 0 | 130721 | 43573 | 54239 | 18080 | 12958 | 4319 | 533955 | 177984 | 0 | 0 |
| Jeffrey L Cohen | ||||||||||||||
| Senior VP - Finan. Resource Developm | 155839 | 103893 | 0 | 0 | 12270 | 8180 | 103738 | 69158 | 5588 | 3726 | 277435 | 184957 | 0 | 0 |
| David S Rosen | ||||||||||||||
| Senior Vice President - Endowments | 0 | 285348 | 0 | 0 | 0 | 12044 | 0 | 121264 | 0 | 8853 | 0 | 427509 | 0 | 0 |
| David Brief | ||||||||||||||
| Chief Investment Officer | 343789 | 0 | 100000 | 0 | 0 | 0 | 74678 | 0 | 6653 | 0 | 525120 | 0 | 0 | 0 |
| Michael Tarnoff | ||||||||||||||
| Executive Vice President - CFO | 116846 | 116846 | 0 | 0 | 49303 | 49303 | 5075 | 5075 | 4514 | 4514 | 175738 | 175738 | 0 | 0 |
| Louis Lazovsky | ||||||||||||||
| Vice President - Human Resources | 167891 | 41973 | 0 | 0 | 1190 | 297 | 62836 | 15709 | 11868 | 2967 | 243785 | 60946 | 0 | 0 |
| Jay Tcath | ||||||||||||||
| Executive Vice President | 118466 | 118466 | 0 | 0 | 79 | 79 | 20886 | 20886 | 4657 | 4657 | 144088 | 144088 | 0 | 0 |
| Beth Cherner | ||||||||||||||
| Vice President - Campaign | 75834 | 0 | 0 | 0 | 177847 | 0 | 18598 | 0 | 11790 | 0 | 284069 | 0 | 0 | 0 |
| Joseph Salcik | ||||||||||||||
| VP - Information Systems & Services | 164538 | 41134 | 0 | 0 | 104 | 26 | 30221 | 7555 | 7386 | 1846 | 202249 | 50561 | 0 | 0 |
| Susan Rifas | ||||||||||||||
| Vice President - Board Operations | 144469 | 0 | 0 | 0 | 1718 | 0 | 88078 | 0 | 14608 | 0 | 248873 | 0 | 0 | 0 |
| Rachel Greenman Sternberg | ||||||||||||||
| Senior Vice President - Campaign | 215939 | 0 | 0 | 0 | 0 | 0 | 28203 | 0 | 682 | 0 | 244824 | 0 | 0 | 0 |
| James A Pinkston | ||||||||||||||
| Vice President - Accounting | 149772 | 49924 | 0 | 0 | 0 | 0 | 4847 | 1616 | 9586 | 3195 | 164205 | 54735 | 0 | 0 |
| David S Rubovits | ||||||||||||||
| Senior VP - Planning and Allocations | 60373 | 122575 | 0 | 0 | 170 | 345 | 7219 | 14657 | 3037 | 6167 | 70799 | 143744 | 0 | 0 |
| Peter Chiswick | ||||||||||||||
| Controller, Jewish Federation of Met | 143726 | 7565 | 0 | 0 | 1014 | 53 | 40674 | 2141 | 8623 | 454 | 194037 | 10213 | 0 | 0 |
| Aaron Cohen | ||||||||||||||
| Vice President, Communications | 142945 | 0 | 0 | 0 | 894 | 0 | 47528 | 0 | 7713 | 0 | 199080 | 0 | 0 | 0 |
| Jim Rosenberg | ||||||||||||||
| Chief of Staff | 160756 | 0 | 0 | 0 | 0 | 0 | 17439 | 0 | 1263 | 0 | 179458 | 0 | 0 | 0 |
| Sherryl Steinberg | ||||||||||||||
| Associate VP, Women's Division | 145988 | 0 | 0 | 0 | 0 | 0 | 5032 | 0 | 14144 | 0 | 165164 | 0 | 0 | 0 |
| Michael C Kotzin PhD | ||||||||||||||
| Senior Counselor to the President | 136583 | 0 | 0 | 0 | 3607 | 0 | 9043 | 0 | 7399 | 0 | 156632 | 0 | 0 | 0 |
| Ronald Margolin | ||||||||||||||
| Senior Assoc., VP, Communications | 127140 | 0 | 0 | 0 | 828 | 0 | 51415 | 0 | 14575 | 0 | 193958 | 0 | 0 | 0 |
| Laszlo Gonc | ||||||||||||||
| Director, Information Systems & Serv | 134569 | 0 | 0 | 0 | 62 | 0 | 7949 | 0 | 14588 | 0 | 157168 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | Social club dues are paid on behalf of appropriate employees conducting business there. |
| Part I, Lines 4a-b | Beth Cherner received a severance payment of $97,316 in 2012. 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. In addition, the Jewish Federation has agreed to provide Michael Tarnoff with a split dollar $800,000 insured death benefit. The insurance is designed so that upon Michael Tarnoff's death, the Federation will receive a benefit equal to all of the premiums paid. The life insurance benefit is provided tax free to Michael Tarnoff so there is an additional cash payment to Michael Tarnoff each year to cover the taxes on the PS58 costs as well as the taxes grossed up. Steven B. Nasatir: In 1999 the Jewish Federation entered into an agreement with Steven Nasatir that was contingent upon 5 more years of service as president and CEO and would result in annual payments of $50,000 per year (net of tax) beginning at age 64 and lasting throughout his lifetime. Dr. Nasatir began receiving payments under this agreement in 2009. During 2012, the Jewish Federation entered into a second agreement with Steven Nasatir which provides for annual payments of $5,000 beginning April 1, 2015 and lasting throughout his lifetime. The $50,000 and $5,000 annual payment amounts are to be adjusted annually in accordance with the CPI index. These benefits are payable to him only for as long as he lives. There are no guaranteed payment amounts and no survivor benefits at his death. In 2012, Steven Nasatir received payments of $68,832 from the first supplemental non-qualified retirement plan. In addition, the Jewish Federation has agreed to provide Steven Nasatir with a split dollar $1,000,000 insured death benefit. The insurance is designed so that upon Steven Nasatir's death, the Federation will receive a benefit equal to all of the premiums paid. The life insurance benefit is provided tax free to Steven Nasatir so there is an additional cash payment to Steven Nasatir each year to cover the taxes on the PS58 costs as well as the taxes grossed up. Jeffrey Cohen: The Jewish Federation has an agreement with Jeffrey Cohen which provides for annual payments of $21,000 per year beginning in 2013 and lasting for ten years. Michael Kotzin: The Jewish Federation has an agreement with Michael Kotzin which provides for annual payments of $21,115 that began in 2006 and will end in 2016. 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. David Brief: The Jewish Federation has a deferred compensation agreement with David Brief that is contingent upon his employment and performance. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Karen Zaransky | |||
| Daughter of Vice Chairman | 14692 | Karen Zaransky, served as a campaign associate, received compensation for her services. | 0 |
| Associated Agencies Inc | |||
| Max Schrayer, Director, is the principal owner of Associated Agencies, Inc | 102501 | 0 | |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | (d) Description of Transaction: Max Schrayer, Director, is the principal owner and president of Associated Agencies, Inc. which is JUF's primary broker for liability insurance. During the year ended December 31, 2012, JUF paid Associated Agencies, Inc. approximately $102,000 for such insurance. JUF regularly receives competitive bids from other insurance companies and Mr. Schrayer does not participate in any decision-making or voting regarding the purchase of insurance. In order to verify that this relationship between JUF and Associated Agencies, Inc. would not cause any conflict of interest problems, before Mr. Schrayer was nominated as Board Chairman for 2010, JUF established an ad hoc Ethics Committee which reviewed: 1) an analysis prepared by its legal counsel which addressed potential conflict of interest implications; and 2) the process by which JUF purchases its insurance policies. After completing its review, the ad hoc subcommittee made a number of recommendations aimed at ensuring that Mr. Schrayer would be distanced from decision-making on the purchase of insurance in a fashion that would prevent a potential conflict of interest. Those recommendations were then endorsed by the Executive Committee of the Board.In addition, at the request of the Executive Committee, JUF hired an independent insurance consulting firm to conduct a study to:1) assess the insurance brokerage, claims processing, advisory and related services provided by Associated Agencies,2) determine if the JUF insurance program properly addresses all of the major exposures to insurable loss presented by the JUF, and3) determine if the coverage is competitively priced.This study validated and confirmed that JUF is receiving appropriate and comprehensive insurance risk management policies and services at competitive prices. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 845 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4423892 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method for Determining Number of Contributors: | Identifier |
| Return Reference | Part I, Column (b): | ReturnReference |
| Explanation | is the number of items contributed. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Stephen Malkin, Vice Chairman, and Barry A. Malkin, Director, have a family relationship. Lee I. Miller, Director and Alan P. Solow, Director, have a business relationship. | |
| Form 990, Part VI, Section A, line 6 | Jewish Federation of Metropolitan Chicago (Federation) is the sole member of Jewish United Fund of Metropolitan Chicago (JUF). | |
| Form 990, Part VI, Section A, line 7a | As the sole member of the organization, Federation elects all of the directors of JUF. | |
| Form 990, Part VI, Section B, line 11 | A copy of the Form 990 was provided to the Board Chairman and all Audit Committee members prior to filing. The Audit Committee Chairman then informed the full Board of Directors that Committee members reviewed the Form 990 and a copy was made available to all board members. | |
| Form 990, Part VI, Section B, line 12c | A conflict of interest questionnaire is circulated to all board members (directors), "officers" and key employees on an annual basis. This process is managed by JUF's Vice President of Board Operations who ensures all questionnaires are completed. The completed questionnaires are reviewed by management and any conflicts are disclosed to the Board of Directors. If a director does have a conflict or business relationship with JUF, he or she is required to abstain from any votes related to that matter. The conflict of interest policy is monitored throughout the year. Additionally, we require board members, officers, and key employees to complete a Form 990 questionnaire each year. | |
| Form 990, Part VI, Section B, line 15 | JUF has a compensation committee comprised of the Board Chairman, Audit Committee Chairman, Overall Planning and Allocations (Budget) Committee Chairman and outside legal counsel. This committee uses comparable data from other large nonprofit organizations to ensure compensation for JUF executives is consistent with the market, including but not limited to an annual Total Compensation Survey of large city Jewish Federations that is coordinated through the national Jewish Federations of North America organization and conducted each year by the Hay Group, a nationally recognized expert in the field of compensation consulting. The compensation committee approves compensation for the President of JUF and other officers and key employees. The process for determining the compensation for officers and key employees is documented by the compensation committee. | |
| Form 990, Part VI, Section C, line 18 | The organization provides a link to GuideStar on their website for an electronic copy of the Form 990. | |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents, conflict of interest policy and audited financial statements are made available to all volunteer members of the Board of Directors. In addition, the organization's governing documents and audited financial statements are available to the public on JUF's website. The conflict of interest policy is available to the general public upon request. | |
| Form 990, Part XI, line 9: | Pension-related changes other than pension expense -251,938. Unexpended prior year allocations payable 5,166,906. Non-operating revenue adjustment 730,954. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (45 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0 | Jewish Federation of Metropolitan Chicago | |
| 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 | 1 | Jewish United Fund of Metropolitan Chicago | |
| 1261 Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364018186 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Arnold I & Bette Sobel Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 311528640 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Bellows Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363864415 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| BLS Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364420871 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Bucksbaum Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364341914 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Charles & Audrey Dann Charitable Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364018189 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Chicago Center for Jewish Genetic Disorders | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 200120266 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| The First Spoke Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 200894628 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Crown Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363330462 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Epstein Wenger Family Support Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364380168 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Eva Cooper Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363436617 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Glickman Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363857009 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Goodman Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364018187 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Harvey L Miller Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 900187252 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Helene Diamond & Jorde Nathan Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364157242 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Irvin & Ruth Swartzberg Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363864416 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Lawrence E & Nancy S Glick Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363662985 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Leibow Family Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 201420425 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Leonard and Diane Sherman Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364345181 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Leonard Rose Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364420873 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Lya and Louis Rosenblum Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 311529058 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Manfred and Fern Steinfeld Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364244346 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Paul G Delman Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363914632 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Prairie Minerals Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 320062771 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| The Pritzker Family Philanthropic Fund | |||||||||||
| 71 S Wacker Drive Ste 4600 | Chicago | IL | 60606 | 363623264 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Ring Family Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 201642012 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Robert L & Sylvia M Haag Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 300149729 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Rose Family Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 205389086 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Sarnoff Levin Family Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364157233 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Seder Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363988995 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Seymour J Abrams Cheder Lubavitch Hebrew Day School Endowment Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364421181 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Tamar & Jonathan Koschitzky Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 300149723 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| The Robert and Yadelle Sklare Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364389423 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Weiss Memorial Hospital Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364413031 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Z Frank Camp Apachi Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363833108 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Wagner Descendant's Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 204004517 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Sisyphus Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 205944850 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Anita and Richard Gilford Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363729381 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| 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 | 0 | Jewish Federation of Metropolitan Chicago | |
| Robert U & Roberta Goldman Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 203921714 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Carol Lavin Bernick Family Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364067510 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| JFMCP3 Corporation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 262053862 | Supporting Organization | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Predominant Income TypePredominantIncomeType | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Karl Perl Charitable Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 250000 | AmountInvolved |
| Method Of Amt Determination | Book Value | MethodOfAmtDetermination |
Form990 Schedule R Part VII Form990ScheduleRPartVII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Portfolio, LLC: To serve as an endowment investment solution for | 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. |
| a Corporation or Trust: Split interest trusts, in order to preserve donor | Schedule R, Part IV, Identification of Related Organizations Taxable as | privacy, and in accordance with the 2012 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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