JEWISH UNITED FUND OF METROPOLITAN CHICAGO: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JEWISH UNITED FUND OF METROPOLITAN CHICAGO (EIN 36-2167034)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-14
IRS object ID
202611349349312126
Schema version
2024v5.1
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)
Return2026-05-14T16:44:47+00:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331498605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Plante & Moran PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 SOUTH RIVERSIDE PLAZA 9TH FLOORAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362167034EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH UNITED FUND OF METROPOLITAN CHICAGOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone3123574790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 SOUTH WELLS STREET 4049AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLONNIE NASATIRPersonNm
Person TitlePresidentPersonTitleTxt
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID LOWENTHAL CPAPreparerPersonNm
PTINP00378651PTIN
Phone3122071040PhoneNum
Preparation2026-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1LONNIE NASATIRBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 SOUTH WELLS STREET 4049AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$156,590,077GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JUF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1949FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionJUF IS THE CHICAGO JEWISH COMMUNITY'S CENTRAL PHILANTHROPY, FUNDING WIDE-RANGING SERVICES.ActivityOrMissionDesc
Voting Members Governing Body87VotingMembersGoverningBodyCnt
Voting Members Independent87VotingMembersIndependentCnt
Total Employee595TotalEmployeeCnt
Total Volunteers12394TotalVolunteersCnt
Total Gross UBI$961,979TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$160,168,216PYContributionsGrantsAmt
CY Contributions Grants$127,003,642CYContributionsGrantsAmt
PY Program Service Revenue$6,166,931PYProgramServiceRevenueAmt
CY Program Service Revenue$6,041,762CYProgramServiceRevenueAmt
PY Investment Income-$1,593,512PYInvestmentIncomeAmt
CY Investment Income$23,163,880CYInvestmentIncomeAmt
PY Other Revenue-$1,498,266PYOtherRevenueAmt
CY Other Revenue-$2,009,514CYOtherRevenueAmt
PY Total Revenue$163,243,369PYTotalRevenueAmt
CY Total Revenue$154,199,770CYTotalRevenueAmt
PY Grants And Similar Paid$107,487,896PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$108,143,568CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$16,293,674PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$17,292,634CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$29,599PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$23,184CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$8,952,475CYTotalFundraisingExpenseAmt
PY Other Expenses$15,151,991PYOtherExpensesAmt
CY Other Expenses$14,705,499CYOtherExpensesAmt
PY Total Expenses$138,963,160PYTotalExpensesAmt
CY Total Expenses$140,164,885CYTotalExpensesAmt
PY Revenues Less Expenses$24,280,209PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$14,034,885CYRevenuesLessExpensesAmt
Total Assets BOY$249,876,290TotalAssetsBOYAmt
Total Assets EOY$261,466,749TotalAssetsEOYAmt
Total Liabilities BOY$50,040,003TotalLiabilitiesBOYAmt
Total Liabilities EOY$57,141,360TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$199,836,287NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$204,325,389NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionJUF PROVIDES CRITICAL RESOURCES THAT BRING FOOD, REFUGE, HEALTH CARE, EDUCATION AND EMERGENCY ASSISTANCE TO OVER 500,000 CHICAGOANS OF ALL FAITHS AND MILLIONS OF JEWS IN ISRAEL AND AROUND THE WORLD, FUNDING A NETWORK OF 100+ AGENCIES, SCHOOLS, AND PROGRAMS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$60,429,986ExpenseAmt
Grant$57,188,660GrantAmt
Revenue$1,705,471RevenueAmt
DescALLOCATIONS (OVERSEAS) - THROUGH ITS ALLOCATION TO JFNA, JUF SUPPORTS SERVICES TO 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$51,260,768ExpenseAmt
Grant$50,954,908GrantAmt
Revenue$1,795,931RevenueAmt
DescALLOCATIONS (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; MULTI-FACETED, SPECIALIZED SUPPORT SERVICES FOR PEOPLE WITH DISABILITIES; SUPPORT SERVICES FOR HOLOCAUST SURVIVORS; 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 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 JUF PROVIDES AN ANNUAL, MULTI-MILLION DOLLAR ALLOCATION TO THE JEWISH FEDERATION, WE MEASURE AND REPORT OUR PROGRAM AND SERVICE RESULTS JOINTLY FOR THE COMBINED JUF/FEDERATION ENTERPRISE, WHICH ARE SUMMARIZED BELOW: MEETING BASIC HUMAN NEEDS As one of the nation's largest humanitarian organizations, JUF meets the most fundamental needs of the community-feeding people who are hungry, providing emergency financial support, and protecting the health and well-being of those in need of care. Helping people keep food on their tables and a roof overhead. * 20,000 individuals received food assistance, including meals, food bags and packages in FY25. * 880 individuals received affordable housing services and 500 people lived in JUF-supported affordable housing. * More than 5,000 households received $24 million in financial aid- a 16 percent increase in households assisted and 27 percent increase in dollars distributed. * 4,400 people- including more than 2,000 children-- received in-kind essentials, such as school supplies, winter coats and tech devices. * 8,000 individuals received assistance gaining or maintaining public benefits. Providing access to life-saving medical care and essential mental health services. * 64,000 people in need received direct healthcare including primary medical care, dental, and access to health screenings. * More than 2,600 people received prescription medications. * 27,500 individuals received mental health services or education. * 4,600 individuals were served to reduce isolation. Helping people build new lives in a new country. * 11,700 immigrants and refugees received support from JUF agencies in 2025, ranging from food and housing to job placement and assistance on the path to citizenship-a 22% increase over last year. * 8,500 refugees received ongoing resettlement services, a 50% increase over the prior year Promoting inclusion, individualism and independence for people with disabilities. * A record 4,600 people with disabilities received support from JUF and its agencies, ranging from employment assistance to school and Jewish summer camp-- a 20% increase. * 1,400 family members and caregivers of people with disabilities increased knowledge, skills, and access to resources to support their loved ones. * 1,700 children and youth with developmental delays or disabilities were served in school-based settings. Providing holistic support to sustain Holocaust survivors * 1,700 Holocaust survivors received a range of supportive services, from financial aid to socialization. * Financial aid to survivors totaled $17.3 million, an increase of 11% over last year. * More than $1.2 million in food support. Helping people help themselves. *4,000 people received employment services in 2025. *1,600 seniors and others in need got transportation assistance to access health care, jobs and more. *670 individuals attained financial literacy skills through financial counseling and education services. *A record 1,161 people benefited from free legal assistance- a 12 percent increase. CONNECTING PEOPLE TO COMMUNITY JUF continues to answer our community's call for meaningful opportunities to celebrate Jewish identity and gather in Jewish places and spaces. JUF gave community members of all ages the chance to connect, serve, lead and learn. * 15,500 adults participated in Jewish education programs. * 12,400 people volunteered 250,000 hours of their time to serve the greater community in and around Chicago. * 4,300 older adults participated in social, cultural, and educational enrichment programming. JUF brought together tens of thousands of Jewish young adults and young families. * 13,500 young adults engaged in programs provided by JUF and its agencies. * 5,400 young families participated in programs and events hosted by JUF and it agencies on three or more occasions-- an increase among repeat visitors of more than 78%. * More than 550 programs and events were designed for young families, from playgroups to parenting workshops. * 5,000 people attended Shabbat dinners to bring together Chicago-area millennials. * 7,700 families received free, monthly Jewish books through PJ Library & PJ Our Way. JUF's dynamic programs engaged students and young people in Jewish life. * 57% of Jewish college students in Illinois-3,800 students-- participated in Hillel programs. * 6,400 teens engaged in Jewish programming. * 900 children and youth received $1 million in need-based scholarships or incentives toward a Jewish summer camp experience. JUF made Jewish education more affordable and accessible in 2025. * 3,600 local Jewish Day School students received scholarships and/or tuition assistance from JUF-supported day schools, totaling $48 million. * 705 youth and young adults traveled to Israel on JUF-supported educational trips, a 19% increase over last year. * 1,600 preschoolers received $2.3 million in scholarships and subsidies for summer camp and early childhood education experiences. FIGHTING ANTISEMITISM A report issued in 2025 found that hate crimes targeting the Jewish community skyrocketed by 58% in Chicago and now account for more than 37% of such crimes reported in the city. This mirrors a steep rise in antisemitic incidents across the country. Leading the fight against Jewish hate. * Since 2023, nearly 100 administrators from school districts representing more than 65,000 students have received training and resources to support Jewish students, teachers, and families. * Trained more than 2,000 parents to fight antisemitism in local schools. * JUF responded to 130+ incident reports on college campuses in 2025, ranging from hateful graffiti to administrative negligence in the face of antisemitic acts. Ensuring every member of our community can participate in Jewish life safely. * JUF deployed security experts on 300+ occasions in 2025 to sites including schools, JCCs, Hillels, synagogues and summer camps. * In partnership with Jewish organizations, secured $47 million in federal and state security grants over the last four years. * To date, JUF has provided security matching grants that leveraged nearly $4 million to 88 Chicagoland Jewish groups. * JUF has conducted 400+ security audits of local Jewish institutions and events to date. * Has facilitated more than 80+ institutional security plans and consultations. * During the past two years, JUF has allocated Emergency Security Grant funding to 35 local preschools.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,530,977ExpenseAmt
Grant$0GrantAmt
Revenue$1,076,056RevenueAmt
DescCOMMUNICATIONS AND "JEWISH CHICAGO: THE JUF MAGAZINE" WORKS TO ENSURE JUF/FEDERATION MAINTAINS A STRONG PUBLIC PROFILE ACROSS TRADITIONAL AND SOCIAL MEDIA, SERVING EFFECTIVELY AS THE VOICE OF CHICAGO'S JEWISH COMMUNITY AND BRINGING JUF'S MISSION TO LIFE. WITH AN AVERAGE MONTHLY CIRCULATION OF 40,000 HOMES, "JEWISH CHICAGO" IS THE LARGEST CIRCULATION JEWISH PUBLICATION IN THE CHICAGO AREA AND THE MIDWEST AND SPOTLIGHTS THE BREADTH, DEPTH, DIVERSITY, AND VITALITY OF CHICAGO'S JEWISH COMMUNITY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$3,505,404$0$1,453,934ISRAEL OFFICE AND OTHER PROGRAMS: THE ORGANIZATION MAINTAINS A SMALL OFFICE IN ISRAEL WITH FOUR 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 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 CERTAIN MISSION TRAVEL EXPENSES AND THEN PARTICIPANTS REIMBURSE JUF FOR THE COSTS. THE REVENUE AND EXPENSES OF MISSIONS ARE REPORTED ON THE 990 ON A GROSS BASIS.
$757,462$0$10,370COMMUNITY RELATIONS - THROUGH ITS SUPPORT OF THE JEWISH COMMUNITY RELATIONS COUNCIL (JCRC), JUF COORDINATES THE COLLECTIVE POLICIES AND PROGRAMS AMONG 43 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 INTERNAL AND DOMESTIC ISSUES RANGING FROM ISRAEL ADVOCACY TO COMBATTING ANTI-SEMITISM, AND WORKS TO STRENGTHEN OUR COMMUNITY'S INTERGROUP RELATIONS (INTERFAITH, INTERETHNIC, ETC.). JCRC ACTIVITIES AND ENGAGEMENT TAKE PLACE WITH THE MEDIA, CAMPUSES, GOVERNMENT, FOREIGN DIPLOMATS AND RELIGIOUS AND CIVIC LEADERS.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,262,866TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$1,464,304TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$118,484,597TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document74IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee595EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members87GoverningBodyVotingMembersCnt
Independent Voting Member87IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES A PINKSTONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3123574790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 SOUTH WELLS SUITE 4049AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (113 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Devra Resnick Shutan
Vice Chair5.05.0Yes (X)Yes (X)$0$0$0
ERIC A ROTHNER
VICE CHAIR5.05.0Yes (X)Yes (X)$0$0$0
Jason Friedman
Vice Chair5.05.0Yes (X)Yes (X)$0$0$0
JORDAN T GOODMAN
VICE CHAIR5.05.0Yes (X)Yes (X)$0$0$0
JULIE DANN SCHNEIDER
TREASURER5.05.0Yes (X)Yes (X)$0$0$0
LISA JERICHO
VICE CHAIR5.05.0Yes (X)Yes (X)$0$0$0
Marc S Brenner
ASSISTANT TREASURER5.05.0Yes (X)Yes (X)$0$0$0
MARC SPELLMAN
Vice Chair5.05.0Yes (X)Yes (X)$0$0$0
ROSS S PEARLSTEIN
Vice chair5.05.0Yes (X)Yes (X)$0$0$0
Shari Greco Reiches
Secretary5.05.0Yes (X)Yes (X)$0$0$0
Steven H Lavin
Vice Chair5.05.0Yes (X)Yes (X)$0$0$0
STEVEN M GREENBAUM
VICE CHAIR5.05.0Yes (X)Yes (X)$0$0$0
Steven N Miller
Vice Chair5.05.0Yes (X)Yes (X)$0$0$0
Susan Spier Chapman
ASSISTANT SECRETARY5.05.0Yes (X)Yes (X)$0$0$0
WENDY C ABRAMS
BOARD CHAIR10.010.0Yes (X)Yes (X)$0$0$0
Adam Greitzer
EX-OFFICIO0.50.5Yes (X)$0$0$0
ANDREA R YABLON
DIRECTOR0.50.5Yes (X)$0$0$0
ANDREW L HANANEL
DIRECTOR0.50.5Yes (X)$0$0$0
BENJAMIN J SWARTZ
DIRECTOR0.50.5Yes (X)$0$0$0
BLUMA BRONER
DIRECTOR0.50.5Yes (X)$0$0$0
BRANDON C PROSANSKY
DIRECTOR0.50.5Yes (X)$0$0$0
BRIAN J LEVINSON
DIRECTOR0.50.5Yes (X)$0$0$0
Carey Cooper
DIRECTOR0.50.5Yes (X)$0$0$0
CAROLINE DAVIDSON
DIRECTOR0.50.5Yes (X)$0$0$0
CHAIM LUBIN
DIRECTOR0.50.5Yes (X)$0$0$0
Cindy Kaplan
EX-OFFICIO0.50.5Yes (X)$0$0$0
CRAIG GOLDSMITH
DIRECTOR0.50.5Yes (X)$0$0$0
CYDNEY TOPAZ
EX-OFFICIO0.50.5Yes (X)$0$0$0
DANA WESTREICH HIRT
DIRECTOR0.50.5Yes (X)$0$0$0
DANIEL J PERLMAN
DIRECTOR0.50.5Yes (X)$0$0$0
DANNY GUTMAN
DIRECTOR0.50.5Yes (X)$0$0$0
DAVID GOLDER
ex-officio0.50.5Yes (X)$0$0$0
DAVID J HARTMAN
DIRECTOR0.50.5Yes (X)$0$0$0
DAVID M SARNOFF
DIRECTOR0.50.5Yes (X)$0$0$0
David Nankin
DIRECTOR0.50.5Yes (X)$0$0$0
DEBBIE L BERMAN
DIRECTOR0.50.5Yes (X)$0$0$0
Deborah Schrayer Karmin
DIRECTOR0.50.5Yes (X)$0$0$0
DEBORAH WINICK
DIRECTOR0.50.5Yes (X)$0$0$0
Eric Gordon
EX-OFFICIO0.50.5Yes (X)$0$0$0
ERIC SEDLER
DIRECTOR0.50.5Yes (X)$0$0$0
ETERI ZASLAVSKY
DIRECTOR0.50.5Yes (X)$0$0$0
Gayle Miller
EX-OFFICIO0.50.5Yes (X)$0$0$0
GITA BERK
DIRECTOR0.50.5Yes (X)$0$0$0
HANNAH BLOOM-HIRSCHBERG
DIRECTOR0.50.5Yes (X)$0$0$0
Hilary D Wolfe
DIRECTOR0.50.5Yes (X)$0$0$0
Ilan Shalit
DIRECTOR0.50.5Yes (X)$0$0$0
JAMES SARNOFF
DIRECTOR0.50.5Yes (X)$0$0$0
JANE CADDEN LEDERMAN
DIRECTOR0.50.5Yes (X)$0$0$0
JANNA BERK
DIRECTOR0.50.5Yes (X)$0$0$0
Jason L Peltz
DIRECTOR0.50.5Yes (X)$0$0$0
JENNIE ROTHNER
DIRECTOR0.50.5Yes (X)$0$0$0
Jennifer Wintroub Stoller
EX-OFFICIO0.50.5Yes (X)$0$0$0
JOSEPH WOLF
DIRECTOR0.50.5Yes (X)$0$0$0
JOSH B HERZ
DIRECTOR0.50.5Yes (X)$0$0$0
JOSHUA LISS
DIRECTOR0.50.5Yes (X)$0$0$0
JUDY L SMITH
DIRECTOR0.50.5Yes (X)$0$0$0
KAREN BUDIN
DIRECTOR0.50.5Yes (X)$0$0$0
KATIE BERGER
DIRECTOR0.50.5Yes (X)$0$0$0
KEITH SHAPIRO
EX-OFFICIO0.50.5Yes (X)$0$0$0
KIMBERLY SHWACHMAN
DIRECTOR0.50.5Yes (X)$0$0$0
KING W HARRIS
DIRECTOR0.50.5Yes (X)$0$0$0
LINDA B GINSBURG
DIRECTOR0.50.5Yes (X)$0$0$0
Linda Schottenstein Fisher
DIRECTOR0.50.5Yes (X)$0$0$0
Lynn Sachse Schrayer
DIRECTOR0.50.5Yes (X)$0$0$0
MARC L ROTH
DIRECTOR0.50.5Yes (X)$0$0$0
MAURY FERTIG
DIRECTOR0.50.5Yes (X)$0$0$0
MELINDA GROSSMAN
DIRECTOR0.50.5Yes (X)$0$0$0
MICHAEL OXMAN
DIRECTOR0.50.5Yes (X)$0$0$0
Michael Saltzman
EX-OFFICIO0.50.5Yes (X)$0$0$0
MORRIS SILVERMAN
DIRECTOR0.50.5Yes (X)$0$0$0
NANCY MILLS
DIRECTOR0.50.5Yes (X)$0$0$0
Neil Book
DIRECTOR0.50.5Yes (X)$0$0$0
PAULA WEISSMAN
DIRECTOR0.50.5Yes (X)$0$0$0
PHYLLIS TABACHNICK
EX-OFFICIO0.50.5Yes (X)$0$0$0
RABBI MICHAEL SCHWAB
EX-OFFICIO0.50.5Yes (X)$0$0$0
RABBI WENDI GEFFEN
DIRECTOR0.50.5Yes (X)$0$0$0
Richard SILVERMAN
DIRECTOR0.50.5Yes (X)$0$0$0
ROBERT ROMANOFF
DIRECTOR0.50.5Yes (X)$0$0$0
ROBYN TAVEL
DIRECTOR0.50.5Yes (X)$0$0$0
SANFORD E PERL
DIRECTOR0.50.5Yes (X)$0$0$0
SARA CROWN STAR
DIRECTOR0.50.5Yes (X)$0$0$0
Sharon Koltin
EX-OFFICIO0.50.5Yes (X)$0$0$0
STEVE SCHREIBER
DIRECTOR0.50.5Yes (X)$0$0$0
STEVEN J ERLEBACHER
DIRECTOR0.50.5Yes (X)$0$0$0
SUSAN INSOFT
DIRECTOR0.50.5Yes (X)$0$0$0
SUSAN RIFAS
EX-OFFICIO0.50.5Yes (X)$0$0$0
WENDY A BERGER
DIRECTOR0.50.5Yes (X)$0$0$0
BOAZ BLUMOVITZ
CHIEF FINANCIAL OFFICER22.527.5Yes (X)$200,723$164,228$45,665
DANIEL GOLDWIN
CHIEF PUBLIC AFFAIRS OFFICER25.025.0Yes (X)$137,198$136,105$34,639
DAVID PRYSTOWSKY
CHIEF DEVELOPMENT OFFICER25.025.0Yes (X)$162,761$162,761$78,562
DAVID S ROSEN
SENIOR VICE PRESIDENT - ENDOWMENTS0.050.0Yes (X)$0$452,292$106,440
DR STEVEN B NASATIR
EXECUTIVE VICE CHAIRMAN6.032.0Yes (X)$40,206$432,808$55,634
Emily Sweet
Chief Impact Officer50.00.0Yes (X)$234,578$0$18,975
ERIC DEVIR
AVP, CENTER FOR JEWISH PHILANTHROPY0.050.0Yes (X)$0$139,144$31,170
JAMES A PINKSTON
VICE PRESIDENT - ACCOUNTING20.030.0Yes (X)$231,436$77,146$56,475
JAMES ROSENBERG
CHIEF OF STAFF50.00.0Yes (X)$299,932$0$87,519
JAY TCATH
EXECUTIVE VICE PRESIDENT25.025.0Yes (X)$222,917$175,149$178,512
JENNY PUCHTEL
CHIEF OPERATING OFFICER50.00.0Yes (X)$173,673$0$8,413
John A LOWENSTEIN
Senior Vice President, Engagement0.050.0Yes (X)$0$276,949$83,835
JOY SCHWARTZ
CHIEF MARKETING OFFICER50.00.0Yes (X)$336,190$0$57,459
LONNIE NASATIR
PRESIDENT/CEO25.025.0Yes (X)$266,064$325,189$77,261
PETER CHISWICK
SR. ASSOC V.P. & DIRECTOR, JUF INVESTMENTS25.025.0Yes (X)$237,694$0$45,504
ROBERT A SCHUCKMAN
VICE PRESIDENT - GENERAL COUNSEL10.040.0Yes (X)$47,722$190,889$34,493
Scott Aaron
Vice President, COE0.050.0Yes (X)$0$232,207$60,572
TRACY MORE
Senior vice president, ANNUAL CAMPAIGN50.00.0Yes (X)$242,380$0$248,075
RABBI LOUIS A LAZOVSKY
VICE PRESIDENT, HUMAN RESOURCES40.010.0$273,824$30,425$58,845Yes (X)
ADINA TORCHMAN
ASSOC VP - FINANCIAL RESOURCE DEVELOPMENT40.00.0$203,865$0$28,318Yes (X)
BARBARA GOLD
ASSOCIATE VP-FINANCIAL RESOURCE DEVELOPMENT40.00.0$193,999$0$10,204Yes (X)
CARYN PERETZ
SR ASSOCIATE VP-CAMPAIGN40.00.0$194,143$0$26,257Yes (X)
SHIRLEY DVORIN
VICE PRESIDENT - HUMAN RESOURCES50.00.0$227,079$0$62,129Yes (X)
STUART SPECTOR
VICE PRESIDENT - CAMPAIGN OPERATIONS50.00.0$223,226$0$67,431Yes (X)
DAVID S RUBOVITS PHD
Former CHIEF OPERATING OFFICER0.00.0$190,118$0$63,508Yes (X)
DEBORAH COVINGTON
Former SENIOR VP, PLANNING & ALLOCATIONS0.00.0$110,717$0$188,098Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,450,445TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,795,292TotReportableCompRltdOrgAmt
Total Other Compensation$1,813,993TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K57IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/ForeignAddress/AddressLine1TxtProvince Or StateContractorAddress/ForeignAddress/ProvinceOrStateNmCountryContractorAddress/ForeignAddress/CountryCdForeign PostalContractorAddress/ForeignAddress/ForeignPostalCdServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCd
GHOE Tourism Services Ltd
PO B 232GivatayimIS5310102Travel Agency$1,718,300
Wake Up Enterprises Inc
Digital Marketing$660,900853 N Elston AveChicagoIL60642
Endeavor Parent LLC
Speakers' Agency$530,990304 Park Ave South 9th FloorNew YorkNY10010
ennVee TechnoGroup Inc
Technology Consulting$494,1002616 Rutland RoadNapervilleIL60564
Melcor Inc
Catering$461,4305055 Collins Avenue Suite 14CMiami BeachFL33140
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K18CntrctRcvdGreaterThan100KCnt
Related Organizations$25,362,927RelatedOrganizationsAmt
All Other Contributions$101,640,715AllOtherContributionsAmt
Noncash Contributions$6,742,884NoncashContributionsAmt
Total Contributions$127,003,642TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
PROGRAM FEES561000$3,180,237$3,180,237
SERVICE FEES561000$1,899,546$1,899,546
MAGAZINE ADVERTISING541800$961,979$961,979

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$6,041,762TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,758,521TotalRevenueColumnAmt
Exclusion$1,758,521ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$21,405,359SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$21,405,359SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,405,359TotalRevenueColumnAmt
Exclusion$21,405,359ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$380,793FundraisingGrossIncomeAmt
Fundraising Direct Expenses$2,390,307FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,009,514TotalRevenueColumnAmt
Exclusion-$2,009,514ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$154,199,770TotalRevenueColumnAmt
Related Or Exempt Func Income$5,079,783RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$961,979UnrelatedBusinessRevenueAmt
Exclusion$21,154,366ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$108,143,568TotalAmt
Program Services$108,143,568ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,440,480TotalAmt
Program Services$884,038ProgramServicesAmt
Management And General$1,368,626ManagementAndGeneralAmt
Fundraising$1,187,816FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,662,403TotalAmt
Program Services$2,739,726ProgramServicesAmt
Management And General$4,241,512ManagementAndGeneralAmt
Fundraising$3,681,165FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$701,745TotalAmt
Program Services$181,674ProgramServicesAmt
Management And General$275,957ManagementAndGeneralAmt
Fundraising$244,114FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,562,978TotalAmt
Program Services$404,636ProgramServicesAmt
Management And General$614,633ManagementAndGeneralAmt
Fundraising$543,709FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$925,028TotalAmt
Program Services$239,479ProgramServicesAmt
Management And General$363,762ManagementAndGeneralAmt
Fundraising$321,787FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$597,246TotalAmt
Program Services$592,624ProgramServicesAmt
Management And General$4,622ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$172,734TotalAmt
Management And General$172,734ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,900TotalAmt
Management And General$7,900ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$23,184TotalAmt
Fundraising$23,184FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,181,002TotalAmt
Management And General$1,181,002ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,072,395TotalAmt
Program Services$137,028ProgramServicesAmt
Management And General$863,287ManagementAndGeneralAmt
Fundraising$72,080FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$840,630TotalAmt
Program Services$507,708ProgramServicesAmt
Fundraising$332,922FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$823,502TotalAmt
Program Services$337,166ProgramServicesAmt
Management And General$76,018ManagementAndGeneralAmt
Fundraising$410,318FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,506,536TotalAmt
Program Services$76,452ProgramServicesAmt
Management And General$1,342,050ManagementAndGeneralAmt
Fundraising$88,034FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,064,203TotalAmt
Program Services$422,489ProgramServicesAmt
Management And General$1,146,860ManagementAndGeneralAmt
Fundraising$494,854FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$314,980TotalAmt
Program Services$221,758ProgramServicesAmt
Management And General$27,548ManagementAndGeneralAmt
Fundraising$65,674FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$255,718TotalAmt
Program Services$65,215ProgramServicesAmt
Management And General$130,348ManagementAndGeneralAmt
Fundraising$60,155FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$186,062TotalAmt
Program Services$85,535ProgramServicesAmt
Management And General$100,527ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$903,066TotalAmt
Program Services$115,899ProgramServicesAmt
Management And General$526,339ManagementAndGeneralAmt
Fundraising$260,828FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$226,987TotalAmt
Management And General$226,987ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISSIONS-BEFORE INCOME$2,684,704$2,684,704
EVENTS-BEFORE INCOME$1,278,459$218,295$676$1,059,488
CREDIT CARD FEES$315,759$315,759
TEMPORARY HELP$85,185$23,538$6,724$54,923

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$188,431TotalAmt
Program Services$87,306ProgramServicesAmt
Management And General$49,701ManagementAndGeneralAmt
Fundraising$51,424FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$140,164,885TotalAmt
Program Services$118,484,597ProgramServicesAmt
Management And General$12,727,813ManagementAndGeneralAmt
Fundraising$8,952,475FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$20,101,620BOYAmt
EOY$15,955,889EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$33,620,001BOYAmt
EOY$42,149,462EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$477,183BOYAmt
EOY$543,409EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,264,822BOYAmt
EOY$2,607,329EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,404,201LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,414,635LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,334,011BOYAmt
EOY$1,989,566EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$172,658,624BOYAmt
EOY$179,450,880EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$18,420,029BOYAmt
EOY$18,770,214EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$249,876,290BOYAmt
EOY$261,466,749EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,194,585BOYAmt
EOY$4,399,972EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$8,011,708BOYAmt
EOY$15,736,822EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$236,768BOYAmt
EOY$421,680EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,596,942BOYAmt
EOY$36,582,886EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$50,040,003BOYAmt
EOY$57,141,360EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$161,832,901BOYAmt
EOY$172,212,665EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$38,003,386BOYAmt
EOY$32,112,724EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$199,836,287BOYAmt
EOY$204,325,389EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$249,876,290BOYAmt
EOY$261,466,749EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$14,034,885ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$9,567,515NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$21,732OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$127,529,776CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$104,390,884CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$108,811,771CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$160,168,216CurrentTaxYearMinus1YearAmt
Current Tax Year$127,003,642CurrentTaxYearAmt
Total$627,904,289TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$127,529,776CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$104,390,884CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$108,811,771CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$160,168,216CurrentTaxYearMinus1YearAmt
Current Tax Year$127,003,642CurrentTaxYearAmt
Total$627,904,289TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$75,289,487SubstantialContributorsTotAmt
Public Support Total170$552,614,802PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$259,050CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$156,127CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$756,171CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,941,058CurrentTaxYearMinus1YearAmt
Current Tax Year$1,758,521CurrentTaxYearAmt
Total$4,870,927TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$632,775,216TotalSupportAmt
Gross Receipts Rltd Activities$29,960,437GrossReceiptsRltdActivitiesAmt
Public Support CY1700.87332PublicSupportCY170Pct
Public Support PY1700.8935PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II SHORT YEAR EXPLANATIONFormAndLineReferenceDesc
ExplanationJEWISH UNITED FUND CHANGED FROM A CALENDAR YEAR END TO A JUNE 30 FISCAL YEAR END DURING 2020. THEREFORE, THE SHORT YEAR 1/1/2020 - 6/30/2020 HAS BEEN PRESENTED IN COLUMN (A) 2020 ALONG WITH THE FISCAL YEAR 7/1/2020 - 6/30/2021 AMOUNTS.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$7,614DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$7,614TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationTHE JEWISH COMMUNITY RELATIONS COUNCIL (JCRC) PARTICIPATED IN THE FOLLOWING LEGISLATIVE ACTIVITIES IN FISCAL YEAR 2025: ISRAEL/INTERNATIONAL: JCRC COMMUNICATED WITH THE ILLINOIS CONGRESSIONAL DELEGATION, CITY, COUNTY AND STATE LEGISLATORS AND FEDERAL, STATE, CITY AND COUNTY EXECUTIVE BRANCH OFFICIALS ON A VARIETY OF ISSUES. DOMESTIC ISSUES: JCRC STAFF AND VOLUNTEERS COMMUNICATED WITH ILLINOIS LEGISLATORS AND EXECUTIVE BRANCH OFFICIALS ON VARIOUS ITEMS.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$167,972,860BeginningYearBalanceAmt
Contributions$1,700,643ContributionsAmt
Investment Earnings Or Losses$11,764,116InvestmentEarningsOrLossesAmt
Other Expenditures$6,788,025OtherExpendituresAmt
End Year Balance$174,649,594EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$151,958,493BeginningYearBalanceAmt
Contributions$7,824,282ContributionsAmt
Investment Earnings Or Losses$15,055,811InvestmentEarningsOrLossesAmt
Other Expenditures$6,865,726OtherExpendituresAmt
End Year Balance$167,972,860EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$143,904,611BeginningYearBalanceAmt
Contributions$3,730,121ContributionsAmt
Investment Earnings Or Losses$11,260,630InvestmentEarningsOrLossesAmt
Other Expenditures$6,936,869OtherExpendituresAmt
End Year Balance$151,958,493EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$160,809,154BeginningYearBalanceAmt
Contributions$3,817,361ContributionsAmt
Investment Earnings Or Losses-$13,483,303InvestmentEarningsOrLossesAmt
Other Expenditures$7,238,601OtherExpendituresAmt
End Year Balance$143,904,611EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$135,168,573BeginningYearBalanceAmt
Contributions$1,230,488ContributionsAmt
Investment Earnings Or Losses$31,677,723InvestmentEarningsOrLossesAmt
Other Expenditures$7,267,630OtherExpendituresAmt
End Year Balance$160,809,154EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.9088BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.0692PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.022TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,318,545OtherCostOrOtherBasisAmt
Depreciation$3,334,205DepreciationAmt
Book Value$1,984,340BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$85,656OtherCostOrOtherBasisAmt
Depreciation$80,430DepreciationAmt
Book Value$5,226BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,989,566TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
INVESTMENT IN LIFE INSURANCE POLICIES$4,734,414F
JFMC POOLED ENDOWMENT PORTFOLIO, LLC$174,612,094F
OTHER INVESTMENTS$104,372F
FieldValueIRS element (for citing)
Total Book Value Securities$179,450,880TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
DUE FROM PARTICIPATING EMPLOYERS FOR PENSION BENEFITS$14,556,194
DUE FROM JFMC FACILITIES CORPORATION$103,179
BENEFICIAL INTEREST IN CHARITABLE TRUST$1,096,785
DUE FROM JEWISH FEDERATION OF METROPOLITAN CHICAGO$3,014,056
FieldValueIRS element (for citing)
Total Book Value Other Assets$18,770,214TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Federal Income Taxes
LIABILITY FOR PENSION BENEFITS$34,313,230
INSURANCE POOL RESERVE$2,269,656
FieldValueIRS element (for citing)
Total Liability$36,582,886TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$0RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$0TotalRevenuePerForm990Amt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$0ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$0TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE ENDOWMENT FUNDS (WHICH INCLUDE BOTH BOARD DESIGNATED AND DONOR 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 OR CERTAIN PROGRAMS. THE ENDOWMENT FUND DISTRIBUTIONS ARE COMPUTED USING A FORMAL SPENDING POLICY.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE FEDERATION 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 FEDERATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE REPORTING PERIODS COVERED BY THESE CONSOLIDATED FINANCIAL STATEMENTS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionMiddle East and North AfricaRegionTxt
Offices1OfficesCnt
Employee4EmployeeCnt
Type Of Activities ConductedProgram ServicesTypeOfActivitiesConductedTxt
Specific Services ProvidedOVERSIGHT AND MONITORING OF OVERSEAS ALLOCATIONSSpecificServicesProvidedTxt
Region Total Expenditures$710,154RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees4SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee4TotalEmployeeCnt
Subtotal Spent$710,154SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$710,154TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part V Part I, Line 3, Column (e):FormAndLineReferenceDesc
ExplanationOVERSIGHT AND MONITORING OF OVERSEAS ALLOCATIONSExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Phone SolicitationsYes (X)PhoneSolicitationsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
Siegel Marketing Group
1845 N FARWELL AVE SUITE 300MilwaukeeWI53202PHONE SOLICITATIONfalse$59,957$14,573$45,384
CTC Telefund
464 LOMBARD RDITASCAIL60143PHONE SOLICITATIONfalse$53,687$8,611$45,076
FieldValueIRS element (for citing)
Total Gross Receipts$113,644TotalGrossReceiptsAmt
Total Retained By Contractors$23,184TotalRetainedByContractorsAmt
Total Net To Organization$90,460TotalNetToOrganizationAmt
Licensed StatesILLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Fundraising Event #1Event1Nm
Gross Receipts Event1$111,750GrossReceiptsEvent1Amt
Gross Revenue Event1$111,750GrossRevenueEvent1Amt
Rent Facility Costs Event1$242,838RentFacilityCostsEvent1Amt
Food And Beverage Event1$181,465FoodAndBeverageEvent1Amt
Entertainment Event1$467,213EntertainmentEvent1Amt
Other Direct Expenses Event1$30,220OtherDirectExpensesEvent1Amt
Event2Fundraising Event #2Event2Nm
Gross Receipts Event2$81,395GrossReceiptsEvent2Amt
Gross Revenue Event2$81,395GrossRevenueEvent2Amt
Rent Facility Costs Event2$227,814RentFacilityCostsEvent2Amt
Food And Beverage Event2$280,509FoodAndBeverageEvent2Amt
Entertainment Event2$231,779EntertainmentEvent2Amt
Other Direct Expenses Event2$15,296OtherDirectExpensesEvent2Amt
Other Events Total9OtherEventsTotalCnt
Gross Receipts Other Events$187,648GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$187,648GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$228,979RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$225,819FoodAndBeverageOtherEventsAmt
Entertainment Other Events$208,920EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$49,455OthDirectExpnssOtherEventsAmt
Gross Receipts Total$380,793GrossReceiptsTotalAmt
Gross Revenue Total Events$380,793GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$699,631RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$687,793FoodAndBeverageTotalEventsAmt
Entertainment Total Events$907,912EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$94,971OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$2,390,307DirectExpenseSummaryEventsAmt
Net Income Summary-$2,009,514NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part II FUNDRAISING EVENTSFormAndLineReferenceDesc
ExplanationTHE GROSS RECEIPTS PRESENTED IN LINE 1 ARE COMPRISED SOLELY OF FEES PAID BY ATTENDEES TO ATTEND THE EVENTS AND AMOUNTS RECEIVED FROM CORPORATE SPONSORS. ATTENDEES OF THESE EVENTS WERE ALSO SOLICITED FOR GIFTS TO THE 2025 JEWISH UNITED FUND ANNUAL CAMPAIGN, WHICH RAISED SEVERAL MILLION DOLLARS FROM THE CHICAGO JEWISH COMMUNITY. CONTRIBUTIONS TO THE ANNUAL CAMPAIGN ARE NOT INCLUDED ON SCHEDULE G.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (41 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004131624240501(c)(3)$57,188,651Regular campaign
Jewish Federation of Metropolitan Chicago
30 S Wells St Suite 4049ChicagoIL60606362167761501(c)(3)$44,382,915To support a range of nonprofit organizations which address humanitarian, health and welfare
American Jewish Joint Distribution Committee
220 East 42nd StreetNew YorkNY10017131656634501(c)(3)$2,570,000General Operations
The Giving Back Fund
500 Commercial St Suite 4RBostonMA02109043367888501(c)(3)$1,000,000Tribe of Nova Foundation
The Ark
6450 North California AvenueChicagoIL60645237164967501(c)(3)$291,257General Operations
Jewish Child & Family Services
230 West Monroe Street Suite 1100ChicagoIL60606362167757501(c)(3)$243,364HIAS and other programming
American Friends of Sheba Medical Center
6505 Wilshire Blvd Suite 615Los AngelesCA90048237076117501(c)(3)$232,600General Operations
Mt Sinai Hospital Medical CenterSinai Health System
1500 S Fairfield AvenueChicagoIL60608361509000501(c)(3)$165,000General Operations
Hebrew Theological College
7135 Carpenter RoadSkokieIL60077362167095501(c)(3)$150,125General Operations
Shalva
PO Box 46375ChicagoIL60646363449507501(c)(3)$143,419General Operations
Jewish Federation of Palm Beach County
1 Harvard Circle Suite 100West Palm BeachFL33409590948696501(c)(3)$125,000General Operations
CJE SeniorLife
3003 W Touhy AveChicagoIL60645362727597501(c)(3)$120,113General Operations
Arie Crown Hebrew Day School
4600 Main StreetSkokieIL60076362129620501(c)(3)$100,000General Operations
Ida Crown Jewish Academy
8233 Central Park AvenueSkokieIL60076362167009501(c)(3)$100,000General Operations
Friends of the Israel Defense Forces
PO Box 4224New YorkNY10163133156445501(c)(3)$65,000General Operations
Hillel International
800 Eighth Street NWWashingtonDC20001521844823501(c)(3)$52,000General Operations
Hillel Torah North Suburban Day School
7120 North Laramie AvenueSkokieIL60077362436314501(c)(3)$50,000General Operations
American Friends of Natal
1120 Avenue of the AmericasNew YorkNY10036201914370501(c)(3)$40,000General Operations
Wurtman Foundation
60 Walnut Street Suite 4Wellesley HillsMA02481650881769501(c)(3)$40,000General Operations
Camp Moshava of Wild Rose Inc
3740 Dempster StreetSkokieIL60076363874839501(c)(3)$38,000General Operations
Camp Ramah in Wisconsin
67 East Madison Street Suite 1905ChicagoIL60603366009250501(c)(3)$37,600General Operations
Birthright Israel Foundation
PO Box 21615New YorkNY10087134092050501(c)(3)$36,000General Operations
Camp Ben FrankelJewish Federation of Southern Illinois
3419 West Main StreetBellevilleIL62226370661214501(c)(3)$30,000General Operations
Union for Reform Judaism
633 Third AveNew YorkNY10017131663143501(c)(3)$27,000General Operations
Chicago Chesed Fund
7045 North Ridgeway AvenueLincolnwoodIL60712363641111501(c)(3)$26,300General Operations
American Friends of the Hebrew University
199 Water St Fl 11New York CityNY10038131568923501(c)(3)$25,000General Operations
Scholars for Peace in the Middle East (SPME)
PO Box 2241Bala CynwydPA19004421565640501(c)(3)$25,000General Operations
Moadon Kol Chadash
2464 N Clybourn AveChicagoIL60614363843627501(c)(3)$23,360General Operations
Maot Chitim
3710 Commercial Avenue Suite 7NorthbrookIL60062363398501501(c)(3)$23,000General Operations
Mem GlobalMoishe House
441 Saxony Rd Barn 2EncinitasCA92024262599786501(c)(3)$22,982General Operations
Anshe Emet Synagogue
3751 N Broadway StChicagoIL60613360739900501(c)(3)$22,000General Operations
Harold Grinspoon Foundation
67 Hunt St Suite 100AgawamMA01001046685725501(c)(3)$20,000General Operations
Jewish Agency for Israel North American Council
633 Third Avenue 21st FloorNew YorkNY10017230053483501(c)(3)$20,000General Operations
Associated Talmud Torahs
3531 Madison StSkokieIL60076362169123501(c)(3)$15,000General Operations
Itrek
1460 Broadwaynew yorkNY10036455230138501(c)(3)$15,000General Operations
Northwestern Memorial Foundation
251 E Huron StChicagoIL66011363152959501(c)(3)$13,890General Operations
Camp Young Judaea Midwest
4411 N Ravenswood Ave Suite 300ChicagoIL60640391672846501(c)(3)$13,000General Operations
Friends of Israel Story
7 W 81st St Suite 8VNew YorkNY10024842612770501(c)(3)$10,000General Operations
Jewish Community Centers of Chicago
300 Revere DriveNorthbrookIL60062362167758501(c)(3)$8,220General Operations
American Friends of Meir Panim
88 Walton St Suite B1BrooklynNY11206201582478501(c)(3)$6,614General Operations
Western Golf AssociationEvans Scholar Foundation
2501 Patriot BlvdGlenviewIL60026362518129501(c)(3)$5,953General Operations
FieldValueIRS element (for citing)
Total501c3 Org41Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationGRANTS MADE BY THE 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. THE REVIEW IS ACCOMPANIED BY FACE TO FACE SITE VISITS IN WHICH PROGRAMS FUNDED BY THE JEWISH UNITED FUND ARE REVIEWED. THE JEWISH UNITED FUND ALSO TAKES INTO ACCOUNT INFORMATION THAT THE GRANTEES PROVIDE TO ACCREDITING AND OTHER FUNDING BODIES. THE GRANTS MADE TO JEWISH COMMUNITY CENTERS OF CHICAGO, CJE SENIOR LIFE, IDA CROWN JEWISH ACADEMY, HEBREW THEOLOGICAL COLLEGE, ASSOCIATED TALMUD TORAHS, JEWISH CHILD & FAMILY SERVICES, 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 THE VAST MAJORITY 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DEBORAH COVINGTON
Former SENIOR VP, PLANNING & ALLOCATIONS$76,367$0$0$0$34,350$0$181,384$0$6,714$0$298,815$0$0$0
DAVID S RUBOVITS PHD
Former CHIEF OPERATING OFFICER$188,653$0$0$0$1,465$0$55,110$0$8,398$0$253,626$0$0$0
LONNIE NASATIR
PRESIDENT/CEO$249,686$305,171$0$0$16,378$20,018$25,115$30,695$9,653$11,798$300,832$367,682$0$0
JAY TCATH
EXECUTIVE VICE PRESIDENT$202,514$159,118$0$0$20,403$16,031$90,073$70,771$9,894$7,774$322,884$253,694$0$33,503
DAVID S ROSEN
SENIOR VICE PRESIDENT - ENDOWMENTS$0$414,768$0$0$0$37,524$0$85,133$0$21,307$0$558,732$0$29,284
DR STEVEN B NASATIR
EXECUTIVE VICE CHAIRMAN$33,096$356,267$0$0$7,110$76,541$2,975$32,021$1,754$18,884$44,935$483,713$0$0
TRACY MORE
Senior vice president, ANNUAL CAMPAIGN$237,380$0$0$0$5,000$0$227,380$0$20,695$0$490,455$0$0$0
BOAZ BLUMOVITZ
CHIEF FINANCIAL OFFICER$199,810$163,481$0$0$913$747$24,688$20,200$427$350$225,838$184,778$0$0
DAVID PRYSTOWSKY
CHIEF DEVELOPMENT OFFICER$162,761$162,761$0$0$0$0$29,554$29,554$9,727$9,727$202,042$202,042$0$0
JOY SCHWARTZ
CHIEF MARKETING OFFICER$334,154$0$0$0$2,036$0$42,995$0$14,464$0$393,649$0$0$0
JAMES ROSENBERG
CHIEF OF STAFF$298,271$0$0$0$1,661$0$86,014$0$1,505$0$387,451$0$0$0
JAMES A PINKSTON
VICE PRESIDENT - ACCOUNTING$231,312$77,105$0$0$124$41$26,066$8,688$16,290$5,431$273,792$91,265$0$0
John A LOWENSTEIN
Senior Vice President, Engagement$0$276,949$0$0$0$0$0$71,928$0$11,907$0$360,784$0$0
DANIEL GOLDWIN
CHIEF PUBLIC AFFAIRS OFFICER$134,688$133,615$0$0$2,510$2,490$11,872$11,777$5,517$5,473$154,587$153,355$0$0
Scott Aaron
Vice President, COE$0$230,311$0$0$0$1,896$0$39,665$0$20,907$0$292,779$0$0
PETER CHISWICK
SR. ASSOC V.P. & DIRECTOR, JUF INVESTMENTS$231,603$0$0$0$6,091$0$35,628$0$9,876$0$283,198$0$0$0
ROBERT A SCHUCKMAN
VICE PRESIDENT - GENERAL COUNSEL$46,494$185,977$0$0$1,228$4,912$4,685$18,739$2,214$8,855$54,621$218,483$0$0
Emily Sweet
Chief Impact Officer$234,493$0$0$0$85$0$9,801$0$9,174$0$253,553$0$0$0
JENNY PUCHTEL
CHIEF OPERATING OFFICER$173,673$0$0$0$0$0$7,842$0$571$0$182,086$0$0$0
ERIC DEVIR
AVP, CENTER FOR JEWISH PHILANTHROPY$0$138,466$0$0$0$678$0$13,882$0$17,288$0$170,314$0$0
RABBI LOUIS A LAZOVSKY
VICE PRESIDENT, HUMAN RESOURCES$267,903$29,767$0$0$5,921$658$40,503$4,500$12,458$1,384$326,785$36,309$0$0
STUART SPECTOR
VICE PRESIDENT - CAMPAIGN OPERATIONS$222,351$0$0$0$875$0$57,698$0$9,733$0$290,657$0$0$0
SHIRLEY DVORIN
VICE PRESIDENT - HUMAN RESOURCES$221,235$0$0$0$5,844$0$51,217$0$10,912$0$289,208$0$0$0
ADINA TORCHMAN
ASSOC VP - FINANCIAL RESOURCE DEVELOPMENT$198,721$0$0$0$5,144$0$19,826$0$8,492$0$232,183$0$0$0
CARYN PERETZ
SR ASSOCIATE VP-CAMPAIGN$193,813$0$0$0$330$0$16,735$0$9,522$0$220,400$0$0$0
BARBARA GOLD
ASSOCIATE VP-FINANCIAL RESOURCE DEVELOPMENT$190,617$0$0$0$3,382$0$0$0$10,204$0$204,203$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Travel for companionsDURING 2024, JUF PAID TRAVEL COSTS FOR THE PRESIDENT'S WIFE, WHO ACCOMPANIED HIM ON BUSINESS TRIPS. THE COST OF TRAVEL WAS $5,220. THIS AMOUNT WAS INCLUDED IN THE PRESIDENT'S W-2 AS REPORTABLE COMPENSATION. JUF ALSO PAID TRAVEL COSTS FOR THE EXECUTIVE VICE CHAIRMAN'S WIFE, WHO ACCOMPANIED HIM ON BUSINESS TRIPS. THE COST OF TRAVEL WAS $5,036. THIS AMOUNT WAS INCLUDED IN THE EXECUTIVE VICE CHAIRMAN'S W-2 AS REPORTABLE COMPENSATION.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsTHE 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 APPROXIMATELY ALL OF THE PREMIUMS PAID. ON AN ANNUAL BASIS, THE ECONOMIC BENEFIT OF THE POLICY IS REPORTED AS TAXABLE INCOME TO MR. NASATIR. THE ORGANIZATION GROSSES UP MR. NASATIR'S COMPENSATION TO FULLY ACCOUNT FOR THE TAX IMPACT OF THIS BENEFIT.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planSTEVEN 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. DR. NASATIR VESTED IN THE FOLLOWING BENEFITS: BENEFIT PAYMENTS FROM THE AFOREMENTIONED AGREEMENTS WILL CONTINUE FOR THE LONGER OF 1) 10 YEARS THROUGH DECEMBER 2028 OR 2) HIS LIFETIME. IN THE EVENT OF HIS DEATH PRIOR TO 2029, PAYMENTS WILL BE MADE TO DR. NASATIR'S BENEFICIARY. THE $50,000 AND $5,000 ANNUAL PAYMENT AMOUNTS ARE TO BE ADJUSTED ANNUALLY IN ACCORDANCE WITH THE CPI INDEX. IN 2017, THE JEWISH FEDERATION ENTERED INTO A THIRD AGREEMENT WITH STEVEN NASATIR WHICH PROVIDES FOR ANNUAL PAYMENTS OF $21,000 PER YEAR, BEGINNING IN 2018, FOR THE LONGER OF HIS LIFETIME OR TEN YEARS (THROUGH DECEMBER 2027). IN 2024, STEVEN NASATIR RECEIVED PAYMENTS TOTALING $122,532 FROM THE THREE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. DAVID ROSEN: THE JEWISH FEDERATION HAS AN AGREEMENT WITH DAVID ROSEN WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 PER YEAR THAT BEGAN IN 2018 AND WILL END IN 2028. IN 2017, THE JEWISH FEDERATION ENTERED INTO A SECOND AGREEMENT WITH DAVID ROSEN WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 THAT BEGAN IN 2022 AND WILL END IN 2032. IN TOTAL, DAVID ROSEN RECEIVED $50,000 OF DISTRIBUTIONS FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS IN 2024. JAY TCATH: JUF HAS AN AGREEMENT WITH JAY TCATH THAT PROVIDES FOR ANNUAL PAYMENTS OF $25,000 FOR 10 YEARS COMMENCING UPON HIS RETIREMENT FROM JUF OR IF HE IS NO LONGER EMPLOYED BY JUF, UPON REACHING AGE 64. JUF AND MR. TCATH ARE ALSO PARTIES TO AN ADDITIONAL AGREEMENT THAT PROVIDES FOR 15 ANNUAL PAYMENTS OF APPROXIMATELY $33,000 BEGINNING IN 2024 AND ENDING IN 2038. LONNIE NASATIR: IN 2023, JUF ENTERED INTO AN AGREEMENT WITH LONNIE NASATIR WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 PER YEAR FOR 5 YEARS BEGINNING IN 2028, FOLLOWING THE COMPLETION OF A FIVE-YEAR VESTING PERIOD. TRACY MORE: IN 2024 THE JEWISH FEDERATION ENTERED INTO A NONQUALIFIED DEFERRED COMPENSATION AGREEMENT WITH TRACY MORE CONTINGENT UPON THE COMPLETION OF 5 YEARS OF SERVICE ENDING JANUARY 1, 2029. TRACY VESTS IN THE BENEFIT 20% EACH YEAR OF EMPLOYMENT, VESTING 100% ON JANUARY 1, 2029. IN EACH YEAR OF VESTING, THE PRESENT VALUE OF FUTURE PAYMENTS IS REPORTED AS TAXABLE INCOME. TEN EQUAL ANNUAL BENEFIT PAYMENTS COMMENCE IN JANUARY 2037 UPON TRACY REACHING AGE 64.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Contribution307ContributionCnt
Noncash Contributions Rpt F990$6,742,884NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I COLUMN (B):FormAndLineReferenceDesc
ExplanationIS THE NUMBER OF ITEMS CONTRIBUTED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4bBECAUSE THE JEWISH UNITED FUND OF METROPOLITAN CHICAGO 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 JUF PROVIDES AN ANNUAL, MULTI-MILLION DOLLAR ALLOCATION TO THE JEWISH FEDERATION, WE MEASURE AND REPORT OUR PROGRAM AND SERVICE RESULTS JOINTLY FOR THE COMBINED JUF/FEDERATION ENTERPRISE, WHICH ARE SUMMARIZED BELOW: TAKING CARE OF PEOPLE AND SERVING THE COMMUNITY: As one of the nation's largest humanitarian organizations, JUF meets the most fundamental needs of the community-feeding people who are hungry, providing emergency financial support, and protecting the health and well-being of those in need of care. Helping people keep food on their tables and a roof overhead: -20,000 individuals received food assistance, including meals, food bags and packages in FY25. -880 individuals received affordable housing services and 500 people lived in JUF-supported affordable housing. -More than 5,000 households received $24 million in financial aid- a 16 percent increase in households assisted and 27 percent increase in dollars distributed. -4,400 people- including more than 2,000 children-- received in-kind essentials, such as school supplies, winter coats and tech devices. -8,000 individuals received assistance gaining or maintaining public benefits. Providing access to life-saving medical care and essential mental health services: -64,000 people in need received direct healthcare including primary medical care, dental, and access to health screenings. -More than 2,600 people received prescription medications. -27,500 individuals received mental health services or education. -4,600 individuals were served to reduce isolation. Helping people build new lives in a new country: -11,700 immigrants and refugees received support from JUF agencies in 2025, ranging from food and housing to job placement and assistance on the path to citizenship-a 22% increase over last year. -8,500 refugees received ongoing resettlement services, a 50% increase over the prior year Promoting inclusion, individualism and independence for people with disabilities: -A record 4,600 people with disabilities received support from JUF and its agencies, ranging from employment assistance to school and jewish summer camp. -1,400 family members and caregivers of people with disabilities increased knowledge, skills, and access to resources to support their loved ones. -1,700 children and youth with developmental delays or disabilities were served in school-based settings. Providing holistic support to sustain Holocaust survivors: -1,700 Holocaust survivors received a range of supportive services, from financial aid to socialization. -Financial aid to survivors totaled $17.3 million. Helping people help themselves: -4,000 people received employment services in 2025. -1,600 seniors and others in need got transportation assistance to access health care, jobs and more. -INDIVIDUALS ATTAINED FINANCIAL LITERACY SKILLS THROUGH FINANCIAL COUNSELING AND EDUCATION SERVICES. -A record 1,161 PEOPLE BENEFITED FROM FREE LEGAL ASSISTANCE. CONNECTING PEOPLE TO COMMUNITY: JUF continues to answer our community's call for meaningful opportunities to celebrate Jewish identity and gather in Jewish places and spaces. JUF gave community members of all ages the chance to connect, serve, lead and learn: -15,500 adults participated in Jewish education programs. -12,400 people volunteered 250,000 hours of their time to serve the greater community in and around Chicago. -4,300 older adults participated in social, cultural, and educational enrichment programming. JUF brought together tens of thousands of Jewish young adults and young families: -13,500 young adults engaged in programs provided by JUF and its agencies. -5,400 young families participated in programs and events hosted by JUF and its agencies. -More than 550 programs and events were designed for young families, from playgroups to parenting workshops. -5,000 people attended Shabbat dinners to bring together Chicago-area millennials. -7,700 families received free, monthly Jewish books through PJ Library & PJ Our Way. JUF's dynamic programs engaged students and young people in Jewish life: -57% of Jewish college students in Illinois-3,800 students-- participated in Hillel programs. -6,400 teens engaged in Jewish programming. -900 children and youth received $1 million in need-based scholarships or incentives toward a Jewish summer camp experience. JUF made Jewish education more affordable and accessible in 2025: -3,600 local Jewish Day School students received scholarships and/or tuition assistance from JUF-supported day schools, totaling $48 million. -YOUTH AND YOUNG ADULTS TRAVELED TO ISRAEL ON JUF-SUPPORTED EDUCATIONAL TRIPS -1,600 preschoolers received $2.3 million in scholarships and subsidies for summer camp and early childhood education experiences. FIGHTING ANTISEMITISM: A report issued in 2025 found that hate crimes targeting the Jewish community skyrocketed by 58% in Chicago and now account for more than 37% of such crimes reported in the city. This mirrors a steep rise in antisemitic incidents across the country. Leading the fight against Jewish hate: -Since 2023, nearly 100 administrators from school districts representing more than 65,000 students have received training and resources to support Jewish students, teachers, and families. -Trained more than 2,000 parents to fight antisemitism in local schools. -JUF responded to 130+ incident reports on college campuses in 2025, ranging from hateful graffiti to administrative negligence in the face of antisemitic acts. Ensuring every member of our community can participate in Jewish life safely: -JUF deployed security experts on 300+ occasions in 2025 to sites including schools, JCCs, Hillels, synagogues and summer camps. -In partnership with Jewish organizations, secured $47 million in federal and state security grants over the last four years. -To date, JUF has provided security matching grants that leveraged nearly $4 million to 88 Chicagoland Jewish groups. -JUF has conducted 400+ security audits of local Jewish institutions and events to date. -Has facilitated more than 80+ institutional security plans and consultations. -During the past two years, JUF has allocated Emergency Security Grant funding to 35 local preschools.
Form 990, Part III, Line 4a-4c Description of program services(Expenses $ 3,505,404 including grants of $ 0)(Revenue $ 1,453,934) ISRAEL OFFICE AND OTHER PROGRAMS: THE ORGANIZATION MAINTAINS A SMALL OFFICE IN ISRAEL WITH FOUR 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 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 CERTAIN MISSION TRAVEL EXPENSES AND THEN PARTICIPANTS REIMBURSE JUF FOR THE COSTS. THE REVENUE AND EXPENSES OF MISSIONS ARE REPORTED ON THE 990 ON A GROSS BASIS.
Form 990, Part III, Line 4a-4c Description of program services(Expenses $ 757,462 including grants of $ 0)(Revenue $ 10,370) COMMUNITY RELATIONS - THROUGH ITS SUPPORT OF THE JEWISH COMMUNITY RELATIONS COUNCIL (JCRC), JUF COORDINATES THE COLLECTIVE POLICIES AND PROGRAMS AMONG 43 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 INTERNAL AND DOMESTIC ISSUES RANGING FROM ISRAEL ADVOCACY TO COMBATTING ANTI-SEMITISM, AND WORKS TO STRENGTHEN OUR COMMUNITY'S INTERGROUP RELATIONS (INTERFAITH, INTERETHNIC, ETC.). JCRC ACTIVITIES AND ENGAGEMENT TAKE PLACE WITH THE MEDIA, CAMPUSES, GOVERNMENT, FOREIGN DIPLOMATS AND RELIGIOUS AND CIVIC LEADERS.
Form 990, Part VI, Line 18 OTHER METHOD 990 MADE AVAILABLE TO THE PUBLICTHE ORGANIZATION IS RATED AS A FOUR-STAR CHARITY BY CHARITY NAVIGATOR, DEMONSTRATING ITS COMMITMENT TO TRANSPARENCY, AND PROVIDES A LINK TO THIS SITE ON JUF.ORG.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsLONNIE NASATIR, PRESIDENT/CEO, and STEVEN B. NASATIR, EXECUTIVE VICE CHAIRMAN - Family relationship, ERIC ROTHNER, VICE CHAIR, AND JENNIE ROTHNER, DIRECTOR - Family relationship, DEBORAH SCHRAYER KARMIN, DIRECTOR, AND LYNNE SACHSE SCHRAYER, DIRECTOR - Family relationship
Form 990, Part VI, Line 6 Classes of members or stockholdersJEWISH FEDERATION OF METROPOLITAN CHICAGO (FEDERATION) IS THE SOLE MEMBER OF JEWISH UNITED FUND OF METROPOLITAN CHICAGO (JUF).
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyTHE ELECTION OF DIRECTORS SHALL BE HELD AT THE REGULAR ANNUAL MEETING OF JUF/FEDERATION. THE BOARD OF DIRECTORS SHALL BE IDENTICAL WITH THE BOARD OF DIRECTORS OF THE FEDERATION.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyA COPY OF THE FORM 990 IS PROVIDED TO THE BOARD CHAIR AND ALL AUDIT COMMITTEE MEMBERS. A DRAFT COPY OF THE 990 WAS ALSO MADE AVAILABLE TO ALL BOARD MEMBERS ON A SECURE, CLOUD-BASED SOFTWARE PORTAL.
Form 990, Part VI, Line 12c Conflict of interest policyA CONFLICT OF INTEREST QUESTIONNAIRE IS CIRCULATED TO ALL BOARD MEMBERS (DIRECTORS), "OFFICERS KEY EMPLOYEES ON AN ANNUAL BASIS. THIS PROCESS IS MANAGED BY JUF'S ASSOCIATE VP, LEADERSHIP ENGAGEMENT AND GOVERNANCE. 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, Line 15a Process to establish compensation of top management officialJUF HAS A COMPENSATION COMMITTEE COMPRISED OF THE BOARD CHAIR, IMMEDIATE PAST BOARD CHAIR, AUDIT COMMITTEE CHAIR, AND OVERALL PLANNING AND ALLOCATIONS (BUDGET) COMMITTEE CHAIR. 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 A TOTAL COMPENSATION SURVEY OF LARGE CITY JEWISH FEDERATIONS THAT IS COORDINATED THROUGH THE NATIONAL JEWISH FEDERATIONS OF NORTH AMERICA ORGANIZATION. THE COMPENSATION COMMITTEE APPROVES COMPENSATION FOR THE PRESIDENT/CEO OF JUF. THE PROCESS FOR DETERMINING THE COMPENSATION FOR THE PRESIDENT/CEO IS DOCUMENTED BY THE COMPENSATION COMMITTEE'S MINUTES.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesJUF HAS A COMPENSATION COMMITTEE COMPRISED OF THE BOARD CHAIR, IMMEDIATE PAST BOARD CHAIR, AUDIT COMMITTEE CHAIR, AND OVERALL PLANNING AND ALLOCATIONS (BUDGET) COMMITTEE CHAIR. 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 A TOTAL COMPENSATION SURVEY OF LARGE CITY JEWISH FEDERATIONS THAT IS COORDINATED THROUGH THE NATIONAL JEWISH FEDERATIONS OF NORTH AMERICA ORGANIZATION. THE COMPENSATION COMMITTEE APPROVES COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES OF JUF. THE PROCESS FOR DETERMINING THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS DOCUMENTED BY THE COMPENSATION COMMITTEE'S MINUTES.
Form 990, Part VI, Line 19 Required documents available to the publicTHE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO ALL VOLUNTEER MEMBERS OF THE BOARD OF DIRECTORS AND ARE POSTED ON ITS WEBSITE. WITH REGARDS TO THE FORM 990 AND 990-T, THE ORGANIZATION PROVIDES THESE DOCUMENTS UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D).
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesPENSION-RELATED CHANGES OTHER THAN PENSION EXPENSE - 69922; OTHER NON-OPERATING ACTIVITY - -48190; Total - 21732;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (38 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ALBERT AND LUCILLE DELIGHTER & MARCELLA WINSTON FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606205488529SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
BELLOWS FAMILY FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606363864415SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
BLS FAMILY FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606364420871SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
BUCKSBAUM FAMILY FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606364341914SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
CHARLES & AUDREY DANN CHARITABLE FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606364018189SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
CHICAGO CENTER FOR JEWISH GENETIC DISORDERS
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606200120266SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
COVENANT FOUNDATION
1270 AVENUE OF THE AMERICASSUITE 304NEW YORKNY10020363722029SUPPORTING FOUNDATIONNY501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
CROWN FAMILY FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606363330462SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
EPSTEIN WENGER FAMILY SUPPORT FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606364380168SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
GLICKMAN FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606363857009SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
GOODMAN SUPPORTING FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606364018187SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
HARRY SEIGLE FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606873040698SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
HARVEY L MILLER SUPPORTING FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606900187252SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
HELENE DIAMOND & JORDE NATHAN FAMILY FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606364157242SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
HILLELS OF ILLINOIS ENDOWMENT FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606364310755SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
IGRB FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606364018186SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
JEWISH FEDERATION OF METROPOLITAN CHICAGO
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606362167761HUMAN SERVICESIL501(c)(3)7NAfalse
JFMC FACILITIES CORPORATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606363368912PROPERTY MANAGEMENT OF RELATED NON-PROFIT ORGANIZATIONSIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
JFMCP3 CORPORATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606262053862SUPPORTING ORGANIZATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
KARL PERL CHARITABLE TRUST
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606466113637SUPPORT THE JEWISH UNITED FUNDIL501(c)(3)Type IJEWISH UNITED FUND OF METROPOLITAN CHICAGOYes (true)
LAWRENCE E & NANCY S GLICK FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606363662985SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
LEONARD AND DIANE SHERMAN FAMILY FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606364345181SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
MANDEKO FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606992648874SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
MANFRED AND FERN STEINFELD FAMILY FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606364244346SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
MICHAEL REESE HEALTH TRUST
200 WEST MADISON STREETSUITE 200CHICAGOIL60606362170910GRANTMAKINGIL501(c)(3)7JEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
PRAIRIE MINERALS FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606320062771SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
ROBERT U & ROBERTA GOLDMAN FAMILY FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606203921714SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
ROSE FAMILY SUPPORTING FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606205389086SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
SEDER FAMILY FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606363988995SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
SHURE CHARITABLE TRUST CREATED UW OF SIDNEY N SHURE
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606367681597SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
SISYPHUS SUPPORTING FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606205944850SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
TAMAR & JONATHAN KOSCHITZKY FAMILY FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606300149723SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
THE HARRIETTE AND TED PERLMAN FAMILY FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606811309979SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
THE PRITZKER FAMILY PHILANTHROPIC FUND
71 SOUTH WACKER DRIVESUITE 4600CHICAGOIL60606363623264SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
THE ROBERT AND YADELLE SKLARE FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606364389423SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
THE SWARTZBERGZOLLER FAMILY FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606363864416SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
WAGNER DESCENDANT'S FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606204004517SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse
Z FRANK CAMP APACHI SUPPORTING FOUNDATION
30 SOUTH WELLS STREETSUITE 4049CHICAGOIL60606363833108SUPPORTING FOUNDATIONIL501(c)(3)Type IJEWISH FEDERATION OF METROPOLITAN CHICAGOfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JFMC POOLED ENDOWMENT PORTFOLIO LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 S WELLS SUITE 4049AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
EIN451610644EIN
Primary ActivitiesSEE SCH. R, PART VIIPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeN/APredominantIncomeTypeTxt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
General Or Managing PartnerfalseGeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER UNITRUSTS (17)
CHARITABLE TRUSTILJEWISH FEDERATION OF METROPOLITAN CHICAGOTrustfalse
CHARITABLE REMAINDER ANNUITY TRUSTS (2)
CHARITABLE TRUSTILJEWISH FEDERATION OF METROPOLITAN CHICAGOTrustfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (true)LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1KARL PERL CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$380,000InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule R, Part III, Column (b) JFMC POOLED ENDOWMENT PORTFOLIO, LLCTO SERVE AS AN ENDOWMENT INVESTMENT SOLUTION FOR CHARITABLE ORGANIZATIONS PURSUING JEWISH PHILANTHROPIC GOALS AND PROVIDES ACCESS TO PROFESSIONAL INVESTMENT MANAGEMENT, ADMINISTRATION, AND REPORTING FOR ITS MEMBERS.
Schedule R, Part IV IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORPORATION OR TRUSTSPLIT INTEREST TRUSTS, IN ORDER TO PRESERVE DONOR PRIVACY, AND IN ACCORDANCE WITH THE 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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