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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-13T17:34:33-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN420714325EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11 S WACKER DRIVE STE 800AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN362167034EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Jewish United Fund of Metropolitan ChicagoBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone3123574790Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameJames A PinkstonName
TitleVice President of AccountingTitle
Phone3123574790Phone
Date Signed2013-11-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameZack FortschName
PTINP00052725PTIN
Phone3126343400Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSteven NasatirNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line130 South Wells No 4049AddressLine1
CityChicagoCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Gross Receipts99480061GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.JUF.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1949YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionJUF is the Chicago Jewish community's central philanthropy, funding wide-ranging services.ActivityOrMissionDescription
Nbr Voting Members Governing Body81NbrVotingMembersGoverningBody
Nbr Independent Voting Members79NbrIndependentVotingMembers
Total Nbr Employees482TotalNbrEmployees
Total Nbr Volunteers16000TotalNbrVolunteers
Total Gross UBI763795TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year85985649ContributionsGrantsPriorYear
Contributions Grants Current Year83932885ContributionsGrantsCurrentYear
Program Service Revenue Prior Year6629907ProgramServiceRevenuePriorYear
Program Service Revenue CY6511567ProgramServiceRevenueCY
Investment Income Prior Year2606001InvestmentIncomePriorYear
Investment Income Current Year3166749InvestmentIncomeCurrentYear
Other Revenue Prior Year21599OtherRevenuePriorYear
Other Revenue Current Year43019OtherRevenueCurrentYear
Total Revenue Prior Year95243156TotalRevenuePriorYear
Total Revenue Current Year93654220TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year67700262GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY68918209GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year12035369SalariesEtcPriorYear
Salaries Etc Current Year12771035SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year125139TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY119360TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year6661934TotalFundrsngExpCurrentYear
Other Expense Prior Year11682415OtherExpensePriorYear
Other Expenses Current Year11176939OtherExpensesCurrentYear
Total Expenses Prior Year91543185TotalExpensesPriorYear
Total Expenses Current Year92985543TotalExpensesCurrentYear
Revenues Less Expenses Prior Year3699971RevenuesLessExpensesPriorYear
Revenues Less Expenses CY668677RevenuesLessExpensesCY
Total Assets BOY157746655TotalAssetsBOY
Total Assets EOY158614812TotalAssetsEOY
Total Liabilities BOY90990837TotalLiabilitiesBOY
Total Liabilities EOY83255650TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY66755818NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY75359162NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionJUF 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 Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense35664394Expense
Grants34033606Grants
Revenue566066Revenue
DescriptionAllocations (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

FieldValueIRS element (for citing)
Expense34920051Expense
Grants32235054Grants
Revenue1181539Revenue
DescriptionAllocations (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

FieldValueIRS element (for citing)
Expense819081Expense
Revenue199187Revenue
DescriptionCommunity 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)

ExpenseExpenseRevenueRevenueDescriptionDescriptionGrantsGrants
783878752907Budget 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.
50980044151Communications: 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.
38841223767717JUF 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
FieldValueIRS element (for citing)
Total Of Other Program Service Exp5177800TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt2649549TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev4564775TotalOfOtherProgramServiceRev
Total Program Service Expense76581326TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109654NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees482NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members81NbrVotingGoverningBodyMembers
Number Independent Voting Members79NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest
Other Explain In Sch OXOtherExplainInSchO

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1James A PinkstonBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3123574790TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (107 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormerIndividual Trustee Or DirectorIndividualTrusteeOrDirector
Steven B Nasatir
President30.0010.00X46675815558588818
Jeffrey L Cohen
Senior VP - Finan. Resource Development24.0016.00X168109112073181433
David S Rosen
Senior Vice President - Endowments0.0040.00X0297392129340
David Brief
Chief Investment Officer40.000.00443789080554X
Michael Tarnoff
Executive Vice President - CFO20.0020.00X16614916614918400
Louis Lazovsky
Vice President - Human Resources32.008.001690814227092669X
Jay Tcath
Executive Vice President20.0020.00X11854511854550309
Beth Cherner
Vice President - Campaign40.000.00X253681030368
Joseph Salcik
VP - Information Systems & Services32.008.001646424116046313X
Susan Rifas
Vice President - Board Operations40.000.00X1461870102202
Rachel Greenman Sternberg
Senior Vice President - Campaign40.000.00X215939028865
James A Pinkston
Vice President - Accounting30.0010.00X1497724992418544
David S Rubovits
Senior VP - Planning and Allocations13.2026.80X6054312292030413
Peter Chiswick
Controller, Jewish Federation of Metropolitan Chic38.002.00X144740761851352
Aaron Cohen
Vice President, Communications40.000.00143839054768X
Jim Rosenberg
Chief of Staff40.000.00X160756018101
Sherryl Steinberg
Associate VP, Women's Division40.000.00145988019156X
Michael C Kotzin PhD
Senior Counselor to the President40.000.00140190016105X
Ann Johnson
Controller40.000.00135484012575X
Ronald Margolin
Senior Assoc., VP, Communications40.000.00127968065539X
Laszlo Gonc
Director, Information Systems & Services40.000.00134631022073X
David T Brown
Chairman10.0010.00X000X
Ethan Budin
Vice Chairman5.005.00X000X
Richard C Goodman
Vice Chairman5.005.00X000X
Ann-Louise Kleper
Vice Chairman5.005.00X000X
Dr Jeffrey Kopin
Vice Chairman5.005.00X000X
Jennifer Levine
Vice Chairman5.005.00X000X
Stephen Malkin
Vice Chairman5.005.00X000X
Harry Seigle
Vice Chairman5.005.00X000X
Wendy Berger Shapiro
Vice Chairman5.005.00X000X
Bill Silverstein
Vice Chairman5.005.00X000X
Phyllis Tabachnick
Vice Chairman5.005.00X000X
Adam Winick
Vice Chairman5.005.00X000X
Michael Zaransky
Vice Chairman5.005.00X000X
Lee I Miller
Treasurer5.005.00X000X
Thomas Rivkin
Assistant Treasurer5.005.00X000X
Dr Michele Sackheim Wein
Secretary5.005.00X000X
Jodi Newmark
Assistant Secretary5.005.00X000X
Caryn Rosen Adelman
Director0.500.50000X
Harvey J Barnett
Director0.500.50000X
David A Baum
Director0.500.50000X
Jodie Berkman
Director0.500.50000X
Debbie L Berman
Director0.500.50000X
Scott I Canel
Director0.500.50000X
Mark Chudacoff
Director0.500.50000X
Joshua Daitch
Director0.500.50000X
Deanna Drucker
Director0.500.50000X
Bruce Ettelson
Director0.500.50000X
Robert Ferencz
Director0.500.50000X
Maury Fertig
Director0.500.50000X
Linda Schottenstein Fisher
Director0.500.50000X
Jason Friedman
Director0.500.50000X
Howard Friend
Director0.500.50000X
David Golder
Director0.500.50000X
Arnie Harris
Director0.500.50000X
Ellen Spira Hattenbach
Director0.500.50000X
Marcie B Hemmelstein
Director0.500.50000X
Josh B Herz
Director0.500.50000X
Andrew S Hochberg
Director0.500.50000X
Stuart Hochwert
Director0.500.50000X
Bennett E Kaplan
Director0.500.50000X
Cindy Kaplan
Director0.500.50000X
Deborah Schrayer Karmin
Director0.500.50000X
Penny Keeshin
Director0.500.50000X
Priscilla L Kersten
Director0.500.50000X
Frances H Krasnow
Director0.500.50000X
Peter Kupferberg
Director0.500.50000X
Rabbi Vernon Kurtz
Director0.500.50000X
Steven H Lavin
Director0.500.50000X
Jane Cadden Lederman
Director0.500.50000X
H Debra Levin
Director0.500.50000X
Brian J Levinson
Director0.500.50000X
Miriam Lichstein
Director0.500.50000X
Barry A Malkin
Director0.500.50000X
Rabbi Steven S Mason
Director0.500.50000X
Steven N Miller
Director0.500.50000X
James C Mills
Director0.500.50000X
Sanford E Perl
Director0.500.50000X
Theodore Perlman
Director0.500.50000X
Paula Resnick
Director0.500.50000X
Elliot Robinson
Director0.500.50000X
Marc Roth
Director0.500.50000X
Eric Rothner
Director0.500.50000X
Lisa Rubinstein
Director0.500.50000X
Marc Sacks
Director0.500.50000X
Max Schrayer
Director0.500.50000X
Steve Schreiber
Director0.500.50000X
Midge Perlman Shafton
Director0.500.50000X
Keith J Shapiro
Director0.500.50000X
Kim Shwachman
Director0.500.50000X
Morris Silverman
Director0.500.50000X
Barbara Kaplan Slutsky
Director0.500.50000X
Alan P Solow
Director0.500.50000X
Marc Spellman
Director0.500.50000X
Sara C Star
Director0.500.50000X
Nina G Stillman
Director0.500.50000X
Pam F Szokol
Director0.500.50000X
Ralph Wanger
Director0.500.50000X
Avrum Weinfeld
Director0.500.50000X
James R Woldenberg
Director0.500.50000X
Rabbi Carl Wolkin
Director0.500.50000X
Andrea R Yablon
Director0.500.50000X
Francine F Levy
Ex-Officio0.500.50000X
Hilary Greenberg
Ex-Officio0.500.50000X
Helene Diamond
Ex-Officio0.500.50000X
Jimmy Sarnoff
Ex-Officio0.500.50000X
David Goldenberg
Ex-Officio0.500.50000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org3656791TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1113636TotalReportableCompFrmRltdOrgs
Total Other Compensation1157897TotalOtherCompensation
Number Individuals GT100 K35NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
JB Kenehan LLC
W 238 N 700 Rockwood DriveWaukeshaWI53188Publications/JUF News278905
Rural Sourcing
1007 Slater Road Ste 400DurhamNC27703IT Consulting223108
Presto Press
PO Box 438430ChicagoIL60643Printing & Invitations196114
Greater Talent Network
437 Fifth AveNew YorkNY10016Event Promotion187353
McGladrey LLP
1 South Wacker DriveChicagoIL60606Auditing Services175307
FieldValueIRS element (for citing)
Number Of Contractors GT100 K11NumberOfContractorsGT100K
Related Organizations250000RelatedOrganizations
All Other Contributions83682885AllOtherContributions
Noncash Contributions4423892NoncashContributions
Total Contributions83932885TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Program Fees56100038722383872238
Service Fees56100026393292639329
FieldValueIRS element (for citing)
Total Program Service Revenue6511567TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column464594TotalRevenueColumn
Exclusion$464,594ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities7290030Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities4587875Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities2702155Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column2702155TotalRevenueColumn
Exclusion$2,702,155ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events517190GrossIncomeFundraisingEvents
Fundraising Direct Expenses1237966FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-720776TotalRevenueColumn
Exclusion-$720,776ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionJUF News AdvertisingDescription
Business Code541800BusinessCode
Total Revenue Column763795TotalRevenueColumn
Unrelated Business Revenue763795UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Other Revenue763795TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column93654220TotalRevenueColumn
Related Or Exempt Function Income6511567RelatedOrExemptFunctionIncome
Unrelated Business Revenue763795UnrelatedBusinessRevenue
Exclusion$2,445,973ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total68918209Total
Program Services68918209ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total2968881Total
Program Services767146ProgramServices
Management And General1397728ManagementAndGeneral
Fundraising804007Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total102501Total
Management And General102501ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total6743324Total
Program Services1742444ProgramServices
Management And General3174710ManagementAndGeneral
Fundraising1826170Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total1965282Total
Program Services487256ProgramServices
Management And General1060894ManagementAndGeneral
Fundraising417132Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total594628Total
Program Services154753ProgramServices
Management And General288159ManagementAndGeneral
Fundraising151716Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total396419Total
Program Services103169ProgramServices
Management And General192106ManagementAndGeneral
Fundraising101144Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total628205Total
Program Services479265ProgramServices
Management And General148940ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total46128Total
Program Services2667ProgramServices
Management And General39572ManagementAndGeneral
Fundraising3889Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total118307Total
Program Services10007ProgramServices
Management And General108300ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total119360Total
Fundraising119360Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total299036Total
Management And General299036ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total292770Total
Program Services211984ProgramServices
Management And General23557ManagementAndGeneral
Fundraising57229Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total162804Total
Program Services50462ProgramServices
Fundraising112342Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1909953Total
Program Services1166618ProgramServices
Management And General205156ManagementAndGeneral
Fundraising538179Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total745815Total
Program Services88097ProgramServices
Management And General594893ManagementAndGeneral
Fundraising62825Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total1552910Total
Program Services399526ProgramServices
Management And General636117ManagementAndGeneral
Fundraising517267Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total226570Total
Program Services113899ProgramServices
Management And General37328ManagementAndGeneral
Fundraising75343Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total4077Total
Program Services4077ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total345516Total
Program Services126712ProgramServices
Management And General159751ManagementAndGeneral
Fundraising59053Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total466814Total
Program Services105781ProgramServices
Management And General361033ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1362662Total
Program Services190219ProgramServices
Management And General805847ManagementAndGeneral
Fundraising366596Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total9393Total
Program Services880ProgramServices
Management And General6459ManagementAndGeneral
Fundraising2054Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesFundraisingFundraisingManagement And GeneralManagementAndGeneral
Events-Before Income14819481211721360776
Missions-Before Income12150181215018
Temporary Help7346331389341727902
Photography321471692815219

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total203403Total
Program Services73648ProgramServices
Management And General92294ManagementAndGeneral
Fundraising37461Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total92985543Total
Program Services76581326ProgramServices
Management And General9742283ManagementAndGeneral
Fundraising6661934Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY10382560BOY
EOY7743613EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY47335417BOY
EOY48911565EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY576974BOY
EOY1085140EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY3074473BOY
EOY3664854EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis14326639LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec5468736LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY8921949BOY
EOY8857903EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY65229302BOY
EOY67368712EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY22225980BOY
EOY20983025EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY157746655BOY
EOY158614812EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY3013779BOY
EOY3352713EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY45493390BOY
EOY36900741EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY777781BOY
EOY1137389EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY41705887BOY
EOY41864807EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY90990837BOY
EOY83255650EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY14023537BOY
EOY25269597EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY40652738BOY
EOY38010022EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY12079543BOY
EOY12079543EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY66755818BOY
EOY75359162EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY157746655BOY
EOY158614812EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses668677ReconcilationRevenueExpenses
Reconciliation Unrealized Invest2288745ReconciliationUnrealizedInvest
Reconcilation Other Changes5645922ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years76927521CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years87972423CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years78181688CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year85985649CurrentTaxYearMinus1Year
Current Tax Year83932885CurrentTaxYear
Total413000166Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years76927521CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years87972423CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years78181688CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year85985649CurrentTaxYearMinus1Year
Current Tax Year83932885CurrentTaxYear
Total413000166Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total8160457AmountsSubstContributorsTotal
Public Support Total170404839709PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1175404CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years619443CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years522595CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year361613CurrentTaxYearMinus1Year
Current Tax Year464594CurrentTaxYear
Total3143649Total
FieldValueIRS element (for citing)
Total Support416143815TotalSupport
Gross Receipts From Admissions Etc34813028GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.97280PublicSupportPertcentage170
Public Support Pertcent Prior Year0.97130PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers1Volunteers
Paid Staff Or Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members1MailingsMembers
Mailings Members$30MailingsMembersAmount
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$11,480DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB11510TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierExplanation of Lobbying Activities:Identifier
Return ReferencePart II-B, Line 1:ReturnReference
ExplanationJUF 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

FieldValueIRS element (for citing)
Beginning Of Year Balance59429027BeginningOfYearBalance
Contributions5888038Contributions
Investment Earnings Or Losses4798907InvestmentEarningsOrLosses
Other Expenditures4629861OtherExpenditures
End Of Year Balance65486111EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance57935378BeginningOfYearBalance
Contributions4965735Contributions
Investment Earnings Or Losses535925InvestmentEarningsOrLosses
Other Expenditures4008011OtherExpenditures
End Of Year Balance59429027EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance53699233BeginningOfYearBalance
Contributions2194306Contributions
Investment Earnings Or Losses6096680InvestmentEarningsOrLosses
Other Expenditures4054841OtherExpenditures
End Of Year Balance57935378EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance47732313BeginningOfYearBalance
Contributions2457560Contributions
Investment Earnings Or Losses8295484InvestmentEarningsOrLosses
Other Expenditures4786124OtherExpenditures
End Of Year Balance53699233EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance73780113BeginningOfYearBalance
Contributions1763784Contributions
Investment Earnings Or Losses-23105784InvestmentEarningsOrLosses
Other Expenditures4705800OtherExpenditures
End Of Year Balance47732313EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.81550BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.18450PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis14252835OtherCostOrOtherBasis
Depreciation5437297Depreciation
Book Value8815538BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis73804OtherCostOrOtherBasis
Depreciation31439Depreciation
Book Value42365BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings8857903TotalOfBookValueLandBuildings

Other Securities OtherSecurities (4 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
State of Israel Bonds316900F
Investment in Life Insurance Policies4985626F
Other Investments147814F
JFMC Pooled Endowment Portfolio, LLC61918372F
FieldValueIRS element (for citing)
Total Of Book Value Securities67368712TotalOfBookValueSecurities

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBook ValueBookValue
Due from Participating Employers for Pension Benefits19352664
Due from JFMC Facilities Corporation1630361
FieldValueIRS element (for citing)
Total Book Value Other Assets20983025TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
Liability for Pension Benefits$30,468,600
Due to Jewish Federation of Metropolitan Chicago$11,396,207
FieldValueIRS element (for citing)
Total Of Amounts41864807TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
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

FieldValueIRS element (for citing)
RegionIsraelRegion
Number Of Offices1NumberOfOffices
Number Of Employees4NumberOfEmployees
Type Of Activities ConductedProgram ServicesTypeOfActivitiesConducted
Specific Services ProvidedOversight and monitoring of grants and missionsSpecificServicesProvided
Total Expenditures516000TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Offices1SubtotalNumberOfOffices
Subtotal Number Of Employees4SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices1TotalNumberOfOffices
Total Number Of Employees4TotalNumberOfEmployees
Subtotal Amount Spent516000SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent516000TotalAmountSpent
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Phone SolicitationsXPhoneSolicitations
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

Name Of Organization NameOfOrganization

FieldValueIRS element (for citing)
Business Name Line1Siegel Marketing GroupBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11845 N Farwell Ave Suite 300AddressLine1
CityMilwaukeeCity
StateWIState
ZIP Code53202ZIPCode
FieldValueIRS element (for citing)
ActivityPhone solicitationActivity
Fundraiser Control Of Funds0FundraiserControlOfFunds
Gross Receipts317095GrossReceipts
Amount Retained By Contractor119360AmountRetainedByContractor
Net To Organization197735NetToOrganization
FieldValueIRS element (for citing)
Total Gross Receipts317095TotalGrossReceipts
Total Retained By Contractors119360TotalRetainedByContractors
Total Net To Organization197735TotalNetToOrganization
Licensed StatesILLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1YLD Big EventNameOfEvent1
Gross Receipts Event1221971GrossReceiptsEvent1
Gross Revenue Event1221971GrossRevenueEvent1
Rent Facility Costs Event1251984RentFacilityCostsEvent1
Entertainment Event1225468EntertainmentEvent1
Other Direct Expenses Event1102285OtherDirectExpensesEvent1
Name Of Event2The Vanguard DinnerNameOfEvent2
Gross Receipts Event2176550GrossReceiptsEvent2
Gross Revenue Event2176550GrossRevenueEvent2
Rent Facility Costs Event262282RentFacilityCostsEvent2
Entertainment Event2250000EntertainmentEvent2
Other Direct Expenses Event283624OtherDirectExpensesEvent2
Total Number Of Other Events7TotalNumberOfOtherEvents
Gross Receipts Other Events118669GrossReceiptsOtherEvents
Gross Revenue Other Events118669GrossRevenueOtherEvents
Rent Facility Costs Other Events144830RentFacilityCostsOtherEvents
Entertainment Other Events88000EntertainmentOtherEvents
Other Direct Expenses Other Events29493OtherDirectExpensesOtherEvents
Gross Receipts Total517190GrossReceiptsTotal
Gross Revenue Total Events517190GrossRevenueTotalEvents
Rent Facility Costs Total Events459096RentFacilityCostsTotalEvents
Entertainment Total Events563468EntertainmentTotalEvents
Other Direct Expenses Total Events215402OtherDirectExpensesTotalEvents
Direct Expense Summary Events1237966DirectExpenseSummaryEvents
Net Income Summary-720776NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (18 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
Jewish Federation of Metropolitan Chicago
30 South Wells Ste 4049ChicagoIL60606362167761501(C)(3)32675298To support a range of nonprofit organizations which address humanitarian, health and welfare needs
Jewish Federations of North America
25 BroadwayNew YorkNY10004131624240501(C)(3)32235054Regular campaign & Israel emergency campaign
Birthright Israel Foundation
33 E 33rd Street 7th FloorNew YorkNY10036134092050501(C)(3)95000To support a range of nonprofit organizations which address humanitarian, health and welfare needs.
The Ark
6450 N California AveChicagoIL60645237164967501(C)(3)27000General Operations
Jewish Community Center of Chicago
30 South Wells StChicagoIL60606362167758501(C)(3)111836EZRA and other Programming
Jewish Community Centers Association of North America
520 Eighth AvenueNew YorkNY10018135599486501(C)(3)20000Travel Program in Israel
Council for Jewish Elderly
3003 W Touhy AveChicagoIL60645362727597501(C)(3)36000Programming support and Senior activities fund
Ida Crown Jewish Academy
2828 W Pratt BoulevardChicagoIL60645362167009501(C)(3)100000General Operations
Hebrew Theological College
7135 Carpenter RoadSkokieIL60077362167095501(C)(3)150000General Operations
Associated Talmud Torahs
2828 W Pratt BoulevardChicagoIL60645362169123501(C)(3)15000General Operations
Arie Crown Hebrew Day School
4600 Main StSkokieIL60076362129620501(C)(3)100000General Operations
Jewish Child & Family Services
216 W Jackson Blvd 800ChicagoIL60606362167757501(C)(3)149317General Operations
American Jewish Joint Distribution Committee
711 Third Ave 10th FloorNew YorkNY10017131656634501(C)(3)400000Children's Initiative in the Former Soviet Union
Friends of Project Heart
PO Box 170800MilwaukeeWI53217453125708501(C)(3)50000General Operations
Maot Chitim
7366 N Lincoln AvenueLincolnwoodIL60712363398501501(C)(3)12500General Operations
Jewish Council on Urban Affairs
610 S Michigan Avenue 5th FloorChicagoIL60605362538957501(C)(3)25000General Operations
Hebrew Immigrant Aid Society
333 Seventh Avenue 5th FloorNew YorkNY10001135633307501(C)(3)25000General Operations
United Against Nuclear Iran
45 Rockefeller Plaza 2162New YorkNY10111262387657501(C)(3)50000General Operations
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants18TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule 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

FieldValueIRS element (for citing)
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (20 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Steven B Nasatir
President3360371120120013072143573542391808012958431953395517798400
Jeffrey L Cohen
Senior VP - Finan. Resource Developm15583910389300122708180103738691585588372627743518495700
David S Rosen
Senior Vice President - Endowments028534800012044012126408853042750900
David Brief
Chief Investment Officer343789010000000074678066530525120000
Michael Tarnoff
Executive Vice President - CFO116846116846004930349303507550754514451417573817573800
Louis Lazovsky
Vice President - Human Resources1678914197300119029762836157091186829672437856094600
Jay Tcath
Executive Vice President11846611846600797920886208864657465714408814408800
Beth Cherner
Vice President - Campaign758340001778470185980117900284069000
Joseph Salcik
VP - Information Systems & Services164538411340010426302217555738618462022495056100
Susan Rifas
Vice President - Board Operations14446900017180880780146080248873000
Rachel Greenman Sternberg
Senior Vice President - Campaign215939000002820306820244824000
James A Pinkston
Vice President - Accounting14977249924000048471616958631951642055473500
David S Rubovits
Senior VP - Planning and Allocations6037312257500170345721914657303761677079914374400
Peter Chiswick
Controller, Jewish Federation of Met14372675650010145340674214186234541940371021300
Aaron Cohen
Vice President, Communications142945000894047528077130199080000
Jim Rosenberg
Chief of Staff1607560000017439012630179458000
Sherryl Steinberg
Associate VP, Women's Division1459880000050320141440165164000
Michael C Kotzin PhD
Senior Counselor to the President136583000360709043073990156632000
Ronald Margolin
Senior Assoc., VP, Communications1271400008280514150145750193958000
Laszlo Gonc
Director, Information Systems & Serv13456900062079490145880157168000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
Part I, Line 1aSocial club dues are paid on behalf of appropriate employees conducting business there.
Part I, Lines 4a-bBeth 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)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
Karen Zaransky
Daughter of Vice Chairman14692Karen 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, Inc1025010

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS 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

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions845NumberOfContributions
Noncash Contribs Rptd F9904423892NoncashContribsRptdF990
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received0NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierMethod for Determining Number of Contributors:Identifier
Return ReferencePart I, Column (b):ReturnReference
Explanationis the number of items contributed.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Form 990, Part VI, Section A, line 2Stephen 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 6Jewish Federation of Metropolitan Chicago (Federation) is the sole member of Jewish United Fund of Metropolitan Chicago (JUF).
Form 990, Part VI, Section A, line 7aAs the sole member of the organization, Federation elects all of the directors of JUF.
Form 990, Part VI, Section B, line 11A 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 12cA 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 15JUF 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 18The organization provides a link to GuideStar on their website for an electronic copy of the Form 990.
Form 990, Part VI, Section C, line 19The 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/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrgBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
Jewish Federation of Metropolitan Chicago
30 South Wells Suite 4049ChicagoIL60606362167761Social Welfare InstitutionIL501(c)(3)Line 7N/A0
JFMC Facilities Corporation
30 South Wells Suite 4049ChicagoIL60606363368912Property Management of Related Non-Profit OrganizationsIL501(c)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Karl Perl Charitable Trust
30 South Wells Suite 4049ChicagoIL60606466113637Support the Jewish United FundIL501(c)(3)Line 11a, I1Jewish United Fund of Metropolitan Chicago
1261 Foundation
30 South Wells Suite 4049ChicagoIL60606364018186Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Arnold I & Bette Sobel Foundation
30 South Wells Suite 4049ChicagoIL60606311528640Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Bellows Family Foundation
30 South Wells Suite 4049ChicagoIL60606363864415Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
BLS Family Foundation
30 South Wells Suite 4049ChicagoIL60606364420871Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Bucksbaum Family Foundation
30 South Wells Suite 4049ChicagoIL60606364341914Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Charles & Audrey Dann Charitable Foundation
30 South Wells Suite 4049ChicagoIL60606364018189Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Chicago Center for Jewish Genetic Disorders
30 South Wells Suite 4049ChicagoIL60606200120266Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
The First Spoke Foundation
30 South Wells Suite 4049ChicagoIL60606200894628Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Crown Family Foundation
30 South Wells Suite 4049ChicagoIL60606363330462Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Epstein Wenger Family Support Foundation
30 South Wells Suite 4049ChicagoIL60606364380168Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Eva Cooper Foundation
30 South Wells Suite 4049ChicagoIL60606363436617Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Glickman Foundation
30 South Wells Suite 4049ChicagoIL60606363857009Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Goodman Family Foundation
30 South Wells Suite 4049ChicagoIL60606364018187Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Harvey L Miller Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606900187252Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Helene Diamond & Jorde Nathan Family Foundation
30 South Wells Suite 4049ChicagoIL60606364157242Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Irvin & Ruth Swartzberg Family Foundation
30 South Wells Suite 4049ChicagoIL60606363864416Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Lawrence E & Nancy S Glick Foundation
30 South Wells Suite 4049ChicagoIL60606363662985Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Leibow Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606201420425Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Leonard and Diane Sherman Family Foundation
30 South Wells Suite 4049ChicagoIL60606364345181Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Leonard Rose Family Foundation
30 South Wells Suite 4049ChicagoIL60606364420873Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Lya and Louis Rosenblum Family Foundation
30 South Wells Suite 4049ChicagoIL60606311529058Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Manfred and Fern Steinfeld Family Foundation
30 South Wells Suite 4049ChicagoIL60606364244346Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Paul G Delman Foundation
30 South Wells Suite 4049ChicagoIL60606363914632Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Prairie Minerals Foundation
30 South Wells Suite 4049ChicagoIL60606320062771Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
The Pritzker Family Philanthropic Fund
71 S Wacker Drive Ste 4600ChicagoIL60606363623264Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Ring Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606201642012Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Robert L & Sylvia M Haag Foundation
30 South Wells Suite 4049ChicagoIL60606300149729Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Rose Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606205389086Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Sarnoff Levin Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606364157233Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Seder Family Foundation
30 South Wells Suite 4049ChicagoIL60606363988995Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Seymour J Abrams Cheder Lubavitch Hebrew Day School Endowment Foundation
30 South Wells Suite 4049ChicagoIL60606364421181Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Tamar & Jonathan Koschitzky Family Foundation
30 South Wells Suite 4049ChicagoIL60606300149723Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
The Robert and Yadelle Sklare Foundation
30 South Wells Suite 4049ChicagoIL60606364389423Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Weiss Memorial Hospital Foundation
30 South Wells Suite 4049ChicagoIL60606364413031Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Z Frank Camp Apachi Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606363833108Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Wagner Descendant's Foundation
30 South Wells Suite 4049ChicagoIL60606204004517Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Sisyphus Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606205944850Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Anita and Richard Gilford Family Foundation
30 South Wells Suite 4049ChicagoIL60606363729381Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Eve and Stuart L Pinkert Family Charitable Foundation
30 South Wells Suite 4049ChicagoIL60606367230842Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Robert U & Roberta Goldman Family Foundation
30 South Wells Suite 4049ChicagoIL60606203921714Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
Carol Lavin Bernick Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606364067510Supporting FoundationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago
JFMCP3 Corporation
30 South Wells Suite 4049ChicagoIL60606262053862Supporting OrganizationIL501(C)(3)Line 11a, I0Jewish Federation of Metropolitan Chicago

Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAPredominant Income TypePredominantIncomeTypeDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartner
The Kochav Fund I LP
30 S Wells Suite 4049ChicagoIL60606980579113Special Purpose Investment Vehicle Established to Hold Private Capital InvstDEN/AN/A00
Tbuwah Fund LP
30 S Wells Suite 4049ChicagoIL60606200291210Special Purpose Investment Vehicle Established to Hold Private Capital InvstNYN/AN/A00
JFMC Pooled Endowment Portfolio LLC
30 S Wells Suite 4049ChicagoIL60606451610644See Sch. R, Part VIIILN/AN/A00

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Primary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityControlled OrgControlledOrg
Charitable Remainder Unitrusts (25)
Charitable TrustILJewish Federation of Metropolitan ChicagoT0
Charitable Remainder Annuity Trusts (10)
Charitable TrustILJewish Federation of Metropolitan ChicagoT0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org1LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1Karl Perl Charitable TrustBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeCTransactionType
Amount Involved250000AmountInvolved
Method Of Amt DeterminationBook ValueMethodOfAmtDetermination

Form990 Schedule R Part VII Form990ScheduleRPartVII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Portfolio, LLC: To serve as an endowment investment solution forSchedule R, Part III, column (b), Primary Activity - JFMC Pooled Endowmentcharitable organizations pursuing Jewish philanthropic goals and provides access to professional investment management, administration, and reporting for its members.
a Corporation or Trust: Split interest trusts, in order to preserve donorSchedule R, Part IV, Identification of Related Organizations Taxable asprivacy, 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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