Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2010 and ending 06-30-2011
BCheck if applicable:
CName of organization
Jewish Federation of Metropolitan Chicago
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
30 South Wells No 4049
 
Room/suite
City or town, state or country, and ZIP + 4
Chicago, IL60606
D Employer identification number

36-2167761
E Telephone number

G Gross receipts $ 94,216,459
F Name and address of principal officer:
Steven B Nasatir
30 South Wells No 4049
Chicago,IL60606
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.JUF.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1900
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Federation is the Chicago Jewish community's central address, supporting broad humanitarian services.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 85
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 83
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 0
6 Total number of volunteers (estimate if necessary) .... 6 10,000
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a -2,178,861
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -2,223,341
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 63,270,556 71,986,630
9 Program service revenue (Part VIII, line 2g) ......... 6,328,662 6,384,235
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,693,183 13,472,826
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,035,237 2,372,768
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 74,327,638 94,216,459
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 90,643,199 88,113,119
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 3,695,899 3,829,001
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 2,042,909 2,010,316
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 96,382,007 93,952,436
19 Revenue less expenses. Subtract line 18 from line 12...... -22,054,369 264,023
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 465,864,806 493,283,759
21 Total liabilities (Part X, line 26)............ 99,060,830 83,015,933
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 366,803,976 410,267,826
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: The Federation funds a network of nearly 70 agencies and programs that care for people at every stage of life, regardless of the ability to pay. Federation provides for the community's most vulnerable members, including children, the poor, elderly and people with disabilities.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 81,733,352 including grants of $ 80,623,382 ) (Revenue $   )
The Federation's largest endeavor is to allocate funds to a network of nearly 70 agencies in the Chicago area that provide assistance to 300,000 Chicagoans of all faiths, including: hot meals and groceries, utility and rent assistance, prescriptions and medical care for impoverished families; job training and placement for people who are out of work; therapeutic school and specialized care for children with disabilities; support services for Holocaust survivors; assisted living, specialized Alzheimer's care and transportation for seniors; respite services for caregivers of frail seniors and people with disabilities; counseling, prevention and intervention services for troubled teens; and an entire continuum of prevention and therapeutic services for individuals and families in crisis.
4b (Code:   ) (Expenses $ 6,384,235 including grants of $ 5,850,143 ) (Revenue $ 6,384,235 )
Refugee Social Service Program - The Jewish Federation of Metropolitan Chicago administers all refugee social services on behalf of the state of Illinois. The Illinois Refugee Social Service Consortium is comprised of 11 direct service agencies committed to providing quality refugee social services including: Employment, English Language Training, Cultural Adjustment, Mental Health, Senior Services and School Adjustment Services for Kindergarten to 12th grade to refugees from around the world. Contracts are funded through a combination of federal and state resources. The Federation's program responsibilities have evolved over time to include: agency monitoring, program coordination and planning, development of program policy, including RFP development and management of the procurement process; technical assistance; financial management; and data collection and reporting. In addition to Refugee Social Services, JFMC also serves as the fiscal agent for the Refugee and Immigrant Citizenship Initiative that provides citizenship outreach, instruction, and application assistance to newcomers to the United States of America.
4c (Code:   ) (Expenses $ 1,809,828 including grants of $ 1,639,594 ) (Revenue $   )
Hillels of Illinois - Federation supports a vast array of Jewish activities for students at colleges, universities and professional schools in Illinois. The Hillel program provides opportunities for Jewish students to explore and celebrate their Jewish identity at 17 different college campuses in Illinois, as well as through Hillel Regional programs. Hillel adds value - and Jewish values - to the lives of Jewish college students and the entire campus community. Hillel seeks to create a pluralistic, welcoming and inclusive environment for Jewish college students: an environment where students are encouraged to grow intellectually, spiritually and socially.
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 89,927,415
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
 
No
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
247
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletIS
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
No
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
85
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
83
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
James A Pinkston
30 South Wells Suite 4049
Chicago,IL60606
(312) 357-4790
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Steven B Nasatir
President
 37.50     X       79,622 451,191 111,655
(2) David Brief
Chief Investment Officer
 37.50       X     0 407,604 22,573
(3) Michael Tarnoff
Executive Vice President - CFO
 37.50     X       125,910 188,864 25,207
(4) David Rosen
Senior Vice President - Endowments
 37.50     X       285,238 0 117,570
(5) Jeffrey L Cohen
Senior VP - Finan. Resource Develop.
 37.50     X       105,864 158,795 166,790
(6) Michael C Kotzin
Executive Vice President
 37.50     X       0 259,301 67,713
(7) Peter Friedman
Executive Vice President
 37.50     X       0 201,928 87,751
(8) Reis Kayser
Exec. Dir. - JFMC Facilities Corp.
 37.50         X   0 196,660 42,310
(9) Louis Lazovsky
Vice President - Human Resources
 37.50       X     19,460 175,142 87,348
(10) Joseph Salcik
VP - Information Systems & Services
 37.50       X     18,602 167,424 39,566
(11) Jay Tcath
Senior VP - Public Affairs
 37.50     X       16,471 166,549 36,330
(12) Beth Cherner
Vice President - Campaign
 37.50     X       0 182,759 96,584
(13) James A Pinkston
Vice President - Accounting
 37.50     X       22,352 156,468 20,432
(14) Rachel Sternberg
Chief of Staff
 37.50         X   0 159,322 17,959
(15) Robert Schuckman
Assoc. VP - Gift Planning
 37.50         X   153,282 0 50,385
(16) James Rosenberg
VP - Financial Resource Devolopment
 37.50         X   51,510 95,661 14,513
(17) Susan Rifas
Vice President - Board Operations
 37.50     X       0 141,933 88,634
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Peter Chiswick
Controller
 37.50     X       0 141,466 45,832
(19) Joel Poupko
Judaic Scholar
 37.50         X   138,295 0 13,986
(20) Max Schrayer
Chairman
 20.00 X   X       0 0 0
(21) Wendy Abrams
Vice Chairman
 10.00 X   X       0 0 0
(22) Debbie L Berman
Vice Chairman
 10.00 X   X       0 0 0
(23) David T Brown
Vice Chairman
 10.00 X   X       0 0 0
(24) Ethan Budin
Vice Chairman
 10.00 X   X       0 0 0
(25) Lawrence E Glick
Vice Chairman
 10.00 X   X       0 0 0
(26) Scott J Heyman
Vice Chairman
 10.00 X   X       0 0 0
(27) John A Lowenstein
Vice Chairman
 10.00 X   X       0 0 0
(28) Stephen Malkin
Vice Chairman
 10.00 X   X       0 0 0
(29) Theodore Perlman
Vice Chairman
 10.00 X   X       0 0 0
(30) Keith J Shapiro
Vice Chairman
 10.00 X   X       0 0 0
(31) Wendy Berger Shapiro
VIce Chairman
 10.00 X   X       0 0 0
(32) Bill Silverstein
Vice Chairman
 10.00 X   X       0 0 0
(33) Harry Seigle
Treasurer
 10.00 X   X       0 0 0
(34) Richard C Goodman
Assistant Treasurer
 10.00 X   X       0 0 0
(35) Ann-Louise Kleper
Secretary
 10.00 X   X       0 0 0
(36) Dr Jeffrey Kopin
Assistant Secretary
 10.00 X   X       0 0 0
(37) Caryn Rosen Adelman
Director
 1.00 X           0 0 0
(38) Stephen R Ballis
Director
 1.00 X           0 0 0
(39) Peter J Barack
Director
 1.00 X           0 0 0
(40) David A Baum
Director
 1.00 X           0 0 0
(41) Jodie Berkman
Director
 1.00 X           0 0 0
(42) Hon Arthur L Berman
Director
 1.00 X           0 0 0
(43) Marc L Berman
Director
 1.00 X           0 0 0
(44) Dennis Carlin
Director
 1.00 X           0 0 0
(45) Rosanne Diamond
Director
 1.00 X           0 0 0
(46) Maury Fertig
Director
 1.00 X           0 0 0
(47) Linda Schottenstein Fisher
Director
 1.00 X           0 0 0
(48) Edward A Fox
Director
 1.00 X           0 0 0
(49) Stuart Frankenthal
Director
 1.00 X           0 0 0
(50) Jim Ginsburg
Director
 1.00 X           0 0 0
(51) Dana Gordon
Director
 1.00 X           0 0 0
(52) Arnie Harris
Director
 1.00 X           0 0 0
(53) Ellen Spira Hattenbach
Director
 1.00 X           0 0 0
(54) Andrew S Hochberg
Director
 1.00 X           0 0 0
(55) Nettie Isenberg
Director
 1.00 X           0 0 0
(56) Bennett E Kaplan
Director
 1.00 X           0 0 0
(57) Cindy Kaplan
Director
 1.00 X           0 0 0
(58) Penny Keeshin
Director
 1.00 X           0 0 0
(59) Peter Kupferberg
Director
 1.00 X           0 0 0
(60) Jane Cadden Lederman
Director
 1.00 X           0 0 0
(61) Jennifer Levine
Director
 1.00 X           0 0 0
(62) Francine F Levy
Director
 1.00 X           0 0 0
(63) Kim R Levy
Director
 1.00 X           0 0 0
(64) Miriam Lichstein
Director
 1.00 X           0 0 0
(65) Barry A Malkin
Director
 1.00 X           0 0 0
(66) Trisha S Margulies
Director
 1.00 X           0 0 0
(67) Rabbi Steven S Mason
Director
 1.00 X           0 0 0
(68) Hon Sidney H Mathias
Director
 1.00 X           0 0 0
(69) Adrienne Meisel
Director
 1.00 X           0 0 0
(70) Lee I Miller
Director
 1.00 X           0 0 0
(71) Steven N Miller
Director
 1.00 X           0 0 0
(72) Jodi Newmark
Director
 1.00 X           0 0 0
(73) Sanford E Perl
Director
 1.00 X           0 0 0
(74) Steven Podolsky
Director
 1.00 X           0 0 0
(75) Eric Rothner
Director
 1.00 X           0 0 0
(76) Lisa Rubinstein
Director
 1.00 X           0 0 0
(77) Deborah Rudy
Director
 1.00 X           0 0 0
(78) Marc Sacks
Director
 1.00 X           0 0 0
(79) Midge Perlman Shafton
Director
 1.00 X           0 0 0
(80) Rabbi Daniel Sherbill
Director
 1.00 X           0 0 0
(81) David A Sherman
Director
 1.00 X           0 0 0
(82) Morris Silverman
Director
 1.00 X           0 0 0
(83) Barbara Kaplan Slutsky
Director
 1.00 X           0 0 0
(84) Alan P Solow
Director
 1.00 X           0 0 0
(85) Marc Spellman
Director
 1.00 X           0 0 0
(86) Sara C Star
Director
 1.00 X           0 0 0
(87) Nina G Stillman
Director
 1.00 X           0 0 0
(88) David Stone
Director
 1.00 X           0 0 0
(89) Pam F Szokol
Director
 1.00 X           0 0 0
(90) Phyllis Tabachnick
Director
 1.00 X           0 0 0
(91) Dr Yosef Walder
Director
 1.00 X           0 0 0
(92) Herbert S Wander
Director
 1.00 X           0 0 0
(93) Ralph Wanger
Director
 1.00 X           0 0 0
(94) Dr Michele Sackheim Wein
Director
 1.00 X           0 0 0
(95) Avrum Weinfeld
Director
 1.00 X           0 0 0
(96) Rhonda Wener
Director
 1.00 X           0 0 0
(97) Richard L Wexler
Director
 1.00 X           0 0 0
(98) Adam Winick
Director
 1.00 X           0 0 0
(99) James R Woldenberg
Director
 1.00 X           0 0 0
(100) Rabbi Carl Wolkin
Director
 1.00 X           0 0 0
(101) Michael Zaransky
Director
 1.00 X           0 0 0
(102) Deanna Drucker
Ex-Officio
 1.00 X           0 0 0
(103) Adrienne Kriezelman
Ex-Officio
 1.00 X           0 0 0
(104) Debbie Winick
Ex-Officio
 1.00 X           0 0 0
(105) Jennifer Leemis
Ex-Officio
 1.00 X           0 0 0
(106) Justin Brown
Ex-Officio
 1.00 X           0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,016,606 3,251,067 1,153,138
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet5
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
McGladrey & Pullen LLP
1 South Wacker Dr 800
Chicago,IL60606 		Audit 507,795
Ukeles Associates
318 W 39th Street 5th Floor
New York,NY10018 		Consulting 390,164
RSM McGladrey
1 South Wacker Dr 800
Chicago,IL60606 		Tax Preparation 170,050
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet3
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a 1,275,357
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 32,021,047
e Government grants (contributions)1e 1,771,850
f All other contributions, gifts, grants, and
similar amounts not included above1f 		36,918,376
g Noncash contributions included in lines 1a-1f:$ 11,604,057
h Total. Add lines 1a-1f.......MediumBullet 71,986,630
Program Service Revenue Business Code
2a Refugee Program 900,099 6,384,235 6,384,235    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 6,384,235
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 37,783   -2,462,299 2,500,082
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 13,435,043  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 13,435,043  
d Net gain or (loss)..........MediumBullet 13,435,043   283,438 13,151,605
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a Administrative Service 900,099 1,489,328 1,489,328    
b Mailroom & Telcom Serv 900,099 702,614 702,614    
c Communications 511,120 180,826     180,826
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 2,372,768
12 Total revenue. See Instructions....MediumBullet 94,216,459 8,576,177 -2,178,861 15,832,513
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 87,816,769 87,816,769
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 296,350 296,350
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 673,520 191,632 481,888  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 2,619,838 745,403 1,874,435  
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) ....        
9 Other employee benefits ....... 321,386 110,243 211,143  
10 Payroll taxes ........... 214,257 73,495 140,762  
11 Fees for services (non-employees):        
a Management ...... 165,619 133,961 31,658  
b Legal ......... 23,776 13,202 10,574  
c Accounting ........... 217,542 39,490 178,052  
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ......        
g Other .......... 118,208 103,300 14,908  
12 Advertising and promotion .... 13,961 8,567 5,394  
13 Office expenses ....... 409,866 112,903 296,963  
14 Information technology ...... 271,622 16,983 254,639  
15 Royalties ..        
16 Occupancy ........... 438,998 201,547 237,451  
17 Travel ............ 45,079 15,140 29,939  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 142,295 41,312 100,983  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 1,522 1,522    
23 Insurance .............. 101,592   101,592  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a Temporary Help 12,180 5,181 6,999  
b
c
d
e
f All other expenses 48,056 415 47,641  
25 Total functional expenses. Add lines 1 through 24f 93,952,436 89,927,415 4,025,021 0
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 1,890,415 1 1,641,582
2 Savings and temporary cash investments ....... 16,027,961 2 17,701,576
3 Pledges and grants receivable, net ......... 18,114,264 3 17,060,635
4 Accounts receivable, net ......... 3,011,722 4 3,396,648
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 30,250 5 26,440
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net ............. 12,786,152 7 12,274,257
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 729,820
b Less: accumulated depreciation. ..... 10b 3,805 727,537 10c 726,015
11 Investments—publicly traded securities .......... 122,261,565 11 150,297,770
12 Investments—other securities. See Part IV, line 11 ...... 222,139,929 12 223,493,549
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 68,875,011 15 66,665,287
16 Total assets. Add lines 1 through 15 (must equal line 34)... 465,864,806 16 493,283,759
Liabilities 17 Accounts payable and accrued expenses . 7,666,789 17 7,890,017
18 Grants payable ..........   18  
19 Deferred revenue .......... 1,486,996 19 614,792
20 Tax-exempt bond liabilities .......... 10,925,000 20 10,540,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 17,684,942 23 16,320,000
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 61,297,103 25 47,651,124
26 Total liabilities. Add lines 17 through 25..... 99,060,830 26 83,015,933
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 246,056,183 27 281,548,389
28 Temporarily restricted net assets ..... 61,755,994 28 66,058,064
29 Permanently restricted net assets ..... 58,991,799 29 62,661,373
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 366,803,976 33 410,267,826
34 Total liabilities and net assets/fund balances ..... 465,864,806 34 493,283,759
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
94,216,459
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
93,952,436
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
264,023
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
366,803,976
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
43,199,827
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
410,267,826
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Jewish Federation of Metropolitan Chicago
 
Employer identification number

36-2167761
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 123,590,869 96,682,392 92,299,007 63,270,556 71,986,630 447,829,454
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 123,590,869 96,682,392 92,299,007 63,270,556 71,986,630 447,829,454
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.           447,829,454
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 123,590,869 96,682,392 92,299,007 63,270,556 71,986,630 447,829,454
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 6,498,458 6,124,931 3,861,875 2,237,795 37,783 18,760,842
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 207,222 217,968 182,981 201,862 180,826 990,859
11 Total support (Add lines 7 through 10).           467,581,155
12
12
25,040,222
13
Section C. Computation of Public Support Percentage
14
14
95.780 %
15
15
94.520 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
Schedule A, Part II, Line 10, Explanation of Other Income: Communications
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
Jewish Federation of Metropolitan Chicago
 
Employer identification number

36-2167761
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
Jewish Federation of Metropolitan Chicago
  		Employer identification number

36-2167761
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
Jewish Federation of Metropolitan Chicago
  		Employer identification number

36-2167761
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
Jewish Federation of Metropolitan Chicago
  		Employer identification number

36-2167761
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Jewish Federation of Metropolitan Chicago
 
Employer identification number

36-2167761
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
Organization's
Totals 		(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots non-taxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
331,198
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
 
No
 
j
Total. lines 1c through 1i ...................................
331,198
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Explanation of Other Lobbying Activities: Part II-B, Line 1i: During the fiscal year ended June 30, 2011, the Jewish Federation maintained offices in Springfield, Illinois and Washington D.C. with the primary purpose of monitoring legislation, which would directly affect not for profit organizations. In connection with these activities, the staffs of the Federation at these offices stand in readiness to assist legislators by offering their expertise in matters of operation and management of such organizations and the defining of the positions of such agencies in regard to such legislation. This includes activities such as testifying before legislative committees, preparation of position papers and circulation of information on current developments to our constituency. The net cost of operating these offices during the year ended June 30, 2011, was $331,198.
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Jewish Federation of Metropolitan Chicago
 
Employer identification number

36-2167761
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....... 820  
2 Aggregate contributions to (during year) ... 23,256,602  
3 Aggregate grants from (during year) ... 23,622,945  
4 Aggregate value at end of year ....... 90,700,980  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 234,618,632 216,010,352 220,472,079
b Contributions ........ 14,498,471 34,409,260 60,602,318
c Investment earnings or losses ... 36,638,289 22,437,049 -34,001,914
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		21,950,744 38,238,029 31,062,131
f Administrative expenses ....      
g End of year balance ...... 263,804,648 234,618,632 216,010,352
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet55.690 %
b
Permanent endowment: SchDMd Bullet23.750 %
c
Term endowment: SchDMd Bullet20.550 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   610,413 610,413
b Buildings ................   108,750   108,750
c Leasehold improvements ............        
d Equipment ................   10,657 3,805 6,852
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 726,015
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) Investment in Partnerships 		152,399,685 F

(B) Other 		1,500,233 F

(C) Accrued Investment Income 		49,523 F

(D) Hedge Funds 		69,544,108 F





Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 223,493,549
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) Bond Escrow 33,793
(2) Other Assets 354,346
(3) Beneficial Interest in Charitable Trust 26,622,030
(4) Due from JFMC Facilities Corp 30,214,647
(5) Due from Jewish United Fund of Metropolitan Chicago 9,440,471




Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 66,665,287
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
Funds Held on Behalf of Others 25,632,436
Appropriations Payable 2,702,491
Interest Rate Swap Liability 18,972,468
Due to Affiliated Agencies 343,729





Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 47,651,124
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Description of Intended Use of Endowment Funds: Part V, Line 4: To provide funding for Jewish Federation/Jewish United Fund affiliated agency and beneficiary agency programs.
Description of Uncertain Tax Positions Under FIN 48: Part X: The Federation, an Illinois nonprofit corporation, is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. However, income from certain activities not directly related to the Federation's tax-exempt purposes, such as unrelated business income allocated from investment partnerships, is subject to taxation. The Federation paid no income taxes on unrelated business income in 2011 and 2010. The 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 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, the continued tax-exempt status of bonds issued by the Federation, and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. At June 30, 2011 and 2010, there were no unrecognized tax benefits identified or recorded as liabilities. The Federation files forms 990 and 990-T in the U.S. federal jurisdiction and the State of Illinois. With few exceptions, the Federation is generally no longer subject to examination by the Internal Revenue Service for years before 2008.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Jewish Federation of Metropolitan Chicago
 
Employer identification number

36-2167761
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Europe (Including Iceland & Greenland) 0 0 Investments   25,048,991
Central America and the Caribbean 0 0 Investments   27,412,771
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 52,461,762
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 52,461,762
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID:  
Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Jewish Federation of Metropolitan Chicago
 
Employer identification number
36-2167761
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Akiba Schechter Jewish Day School5235 South Cornell Avenue
Chicago,IL60615 		36-2600926 501(C)(3) 54,946       Operating Support
(2) Access Community Health Network222 North Canal Street
Chicago,IL60606 		36-3317058 501(C)(3) 5,396       Operating Support
(3) Agudath Israel of Illinois3542 West Peterson
Chicago,IL60659 		36-3529801 501(C)(3) 5,995       Operating Support
(4) Aliyah Council (JAFI)4711 Golf Road Suite 600
Skokie,IL60076 		23-0053483 501(C)(3) 39,867       Operating Support
(5) American Friends of B'shvilaych1074 East 19th Street
Brooklyn,NY11230 		42-1610999 501(C)(3) 12,900       Operating Support
(6) American Jewish Joint Distribution Committee711 3rd Avenue
New York,NY10017 		13-1656634 501(C)(3) 38,000       Operating Support
(7) American Jewish World Service45 West 36th Street
New York,NY10018 		22-2584370 501(C)(3) 5,000       Operating Support
(8) American Supporters of Yedid Inc492c Cedar Lane 335
Teaneck,NJ07666 		20-0426364 501(C)(3) 10,500       Operating Support
(9) Anti-Defamation League605 Third Avenue
New York,NY10158 		13-1818723 501(C)(3) 9,072       Operating Support
(10) Arie Crown Hebrew Day School4600 Main Street
Skokie,IL60076 		36-2129620 501(C)(3) 362,965       Operating Support
(11) Ark6450 North California Avenue
Chicago,IL60645 		23-7164967 501(C)(3) 533,857       Operating Support
(12) Associated Talmud Torahs2828 West Pratt Boulevard
Chicago,IL60645 		36-2169123 501(C)(3) 3,035,336       Operating Support
(13) Association House of Chicago1116 North Kedzie Avenue
Chicago,IL60651 		36-2166961 501(C)(3) 39,102       Operating Support
(14) AVODAH The Jewish Service Corps4707 N Broadway 3rd Floor
Chicago,IL60640 		13-3914342 501(C)(3) 10,000       Operating Support
(15) Bais Yaakov Girls High School3333 West Peterson Avenue
Chicago,IL60659 		36-3777432 501(C)(3) 51,995       Operating Support
(16) Bernard Zell Anshe Emet Day School3751 N Broadway Street
Chicago,IL60613 		36-2166955 501(C)(3) 5,500       Operating Support
(17) Bikur Cholim Hospital156 Fifth Avenue
New York,NY10010 		31-1763039 501(C)(3) 9,344       Operating Support
(18) B'Nai B'rith Beber Camp4930 Oakton Street Suite 4019
Skokie,IL60077 		27-2025066 501(C)(3) 10,290       Operating Support
(19) Brandeis University415 South Mailstop 110
Waltham,MA02454 		04-2103552 501(C)(3) 77,988       Operating Support
(20) Camp Agudah Midwest3555 West Peterson Avenue Ste 109
Chicago,IL60659 		36-3529801 501(C)(3) 7,950       Operating Support
(21) Camp Chi5050 Church Street
skokie,IL60077 		36-2167758 501(C)(3) 14,715       Operating Support
(22) Camp Moshava of Wild Rose3740 W Dempster
Skokie,IL60076 		36-3874839 501(C)(3) 22,210       Operating Support
(23) Camp Ramah65 East Wacker Drive
Chicago,IL60601 		36-6009250 501(C)(3) 19,469       Operating Support
(24) Camp Young Judaea Midwest4711 Golf Road Suite 600
Skokie,IL60076 		39-1672846 501(C)(3) 7,240       Camp Young Judaea Midwest
(25) Catholic Charities of Chicago721 North LaSalle Drive
Chicago,IL60654 		36-2170821 501(C)(3) 220,408       Operating Support
(26) Center for Jewish Comm Studies at Baltimore Hebrew Univ5800 Park Heights Avenue
Baltimore,MD21215 		52-6057219 501(C)(3) 6,200       Operating Support
(27) Center for Learning and Leadership (CLAL)440 Park Avenue South 4th Flr
New York,NY10016 		23-7390358 501(C)(3) 8,500       Operating Support
(28) Centro de Informacion28 North Grove Avenue Ste 200
Elgin,IL60120 		36-2776988 501(C)(3) 29,345       Operating Support
(29) Chai Lifeline6600 N Lincoln Avenue
Lincolnwood,IL60712 		11-2940331 501(C)(3) 7,600       Operating Support
(30) Cheder Lubavitch Hebrew Day School2809 West Jarvis Avenue
Chicago,IL60645 		36-3332947 501(C)(3) 99,592       Operating Support
(31) Chicago Alliance Against Sexual Exploitation3304 N Lincoln Ave Suite 202
Chicago,IL60657 		26-0220074 501(C)(3) 5,000       Operating Support
(32) Chicago Board of Rabbis30 South Wells Street Suite 4149
Chicago,IL60606 		36-2374423 501(C)(3) 342,209       Operating Support
(33) Chicago Center for Jewish Genetic Disorders30 South Wells Street Suite 5089
Chicago,IL60606 		20-0120266 501(C)(3) 58,731       Operating Support
(34) Chicago Center for Torah & Chesed6333 North Troy Avenue
Chicago,IL60659 		20-1041063 501(C)(3) 15,000       Operating Support
(35) Chicago Chesed Fund7045 North Ridgeway
Lincolnwood,IL60712 		36-3641111 501(C)(3) 25,000       Operating Support
(36) Chicago Jewish Day School5959 North Sheridan Road
Chicago,IL60660 		36-4437180 501(C)(3) 41,196       Operating Support
(37) Chicagoland Jewish High School1095 Lake Cook Road
Deerfield,IL60015 		20-3088136 501(C)(3) 60,795       Operating Support
(38) Chinese American Service League2141 South Tan Court
Chicago,IL60616 		36-2984043 501(C)(3) 104,458       Operating Support
(39) Chinese Mutual Aid Association1016 West Argyle
Chicago,IL60640 		36-3139799 501(C)(3) 110,787       Operating Support
(40) CJE Senior Life3003 West Touhy Avenue
Chicago,IL60645 		36-2727597 501(C)(3) 8,425,651       Operating Support
(41) Coalition of Limited English Speaking Elderly53 West Jackson Boulevard Suite
1301
Chicago,IL60604 		36-3643461 501(C)(3) 87,583       Operating Support
(42) Community Foundation for Jewish Education4709 Golf Road Suite 400
Skokie,IL60076 		36-3918897 501(C)(3) 2,220,081       Operating Support
(43) Erie Neighborhood House1701 West Superior Street
Chicago,IL60622 		36-3043253 501(C)(3) 144,404       Operating Support
(44) Ethiopian Community Association of Chicago4750 North Sheridan Road 249
Chicago,IL60640 		36-3342451 501(C)(3) 72,874       Operating Support
(45) Ezra Habonim - Niles Township Jewish Congregation4500 Dempster Street
Skokie,IL60076 		36-2284289 501(C)(3) 7,000       Operating Support
(46) EZRAMulti-Service Center909 W Wilson
Chicago,IL60640 		36-2167758 501(C)(3) 18,894       Operating Support
(47) Gan Shalom at Temple Sholom3480 N Lake Shore Drive
Chicago,IL60657 		36-2169158 501(C)(3) 6,000       Operating Support
(48) Gateways333 Nahanton Street
Newton,MA02459 		04-3494246 501(C)(3) 8,280       Operating Support
(49) General Israel Orphans Home for Girls132 Nassau Street
New York,NY10038 		13-5640819 501(C)(3) 9,344       Operating Support
(50) Habonim Camp Tavor59884 Arthur L Jones Road
Three Rivers,MI49093 		36-6009159 501(C)(3) 5,150       Operating Support
(51) Hanna Sacks Bais Yaakov High School3021 West Devon Avenue
Chicago,IL60659 		36-3827550 501(C)(3) 107,801       Operating Support
(52) Hanual Family Alliance5008-14 North Kedzie
Chicago,IL60625 		36-3519498 501(C)(3) 56,514       Operating Support
(53) Harold Grinspoon Charitable Foundation380 Union Street Suite 200
West Springfield,MA01089 		22-2738277 501(C)(3) 196,998       Operating Support
(54) Heartland Health Outreach208 South LaSalle Street Suite 1818
1818
Chicago,IL60604 		36-3775696 501(C)(3) 562,427       Operating Support
(55) Heartland Human Care208 South LaSalle Street Suite 1818
1818
Chicago,IL60604 		36-4053244 501(C)(3) 395,301       Operating Support
(56) Hebrew Theological College7135 North Carpenter
Skokie,IL60077 		36-2167095 501(C)(3) 563,531       Operating Support
(57) HIAS - Chicago216 W Jackson Blvd Ste 700
Chicago,IL60606 		36-2167094 501(C)(3) 294,680       Operating Support
(58) Hillel of Illinois216 W Jackson Blvd Ste 600
Chicago,IL60606 		36-2167761 501(C)(3) 1,809,821       Operating Support
(59) Hillel Bradley University702 North Duryea Place
Peoria,IL61606 		37-6053576 501(C)(3) 10,000       Operating Support
(60) Hillel Northern Illinois University820 Russell Rd
Dekalb,IL60115 		36-6124607 501(C)(3) 6,000       Operating Support
(61) Hillel Southern Illinois University605 West Elm
Carbondale,IL62901 		23-7052979 501(C)(3) 7,000       Operating Support
(62) Hillel Torah North Suburban Day School7120 North Laramie Avenue
Skokie,IL60077 		36-2436314 501(C)(3) 254,209       Operating Support
(63) Holocaust Memorial Foundation of IL4255 Main Street
Skokie,IL60076 		36-3156154 501(C)(3) 100,000       Operating Support
(64) Illinois Coalition for Immigrant & Refugee Rights55 E Jackson Blvd Ste 2075
Chicago,IL60604 		36-3783551 501(C)(3) 68,800       Operating Support
(65) Ida Crown Jewish Academy2828 West Pratt
Chicago,IL60645 		36-2167009 501(C)(3) 674,985       Operating Support
(66) Immigration Project510 E Washington St 318
Bloomington,IL61702 		41-1700482 501(C)(3) 38,983       Operating Support
(67) Indo American Center6328 North California
Chicago,IL60659 		36-3689665 501(C)(3) 32,352       Operating Support
(68) Instituto de Progreso Latino (Institute of Latino Progress)2570 South Blue Island
Chicago,IL60608 		36-2937375 501(C)(3) 439,737       Operating Support
(69) InterFaith Refugee and Immigration Ministries4753 North Broadway Suite 401
Chicago,IL60640 		36-3817743 501(C)(3) 1,099,989       Operating Support
(70) Jewish Child & Family Services216 W Jackson Blvd Ste 800
Chicago,IL60606 		36-2167757 501(C)(3) 11,725,299       Operating Support
(71) Jewish Community Centers of Chicago30 South Wells Street Suite 4000
Chicago,IL60606 		36-2167758 501(C)(3) 9,145,407       Operating Support
(72) Jewish Labor Committee25 East 21st Street 2nd Fl
New York,NY10010 		13-1675650 501(C)(3) 29,100       Operating Support
(73) Jewish United Fund of Metropolitan Chicago30 South Wells Street Suite 4049
Chicago,IL60606 		36-2167034 501(C)(3) 1,069,968       Operating Support
(74) Jewish Vocational Service (JVS)216 W Jackson Blvd Ste 700
Chicago,IL60606 		36-2167762 501(C)(3) 3,070,693       Operating Support
(75) JFMC Facilities Corporation216 W Jackson Blvd Ste 8
Chicago,IL60606 		36-3368912 501(C)(3) 2,653,980       Operating Support
(76) Joan Dachs Bais Yaakov School6110 North California Avenue
Chicago,IL60659 		36-6009172 501(C)(3) 290,976       Operating Support
(77) Keshet617 Landwehr Rd
Northbrook,IL60062 		36-3441392 501(C)(3) 22,750       Operating Support
(78) Korean American Community Services4300 North California Avenue
Chicago,IL60618 		36-2746468 501(C)(3) 80,599       Operating Support
(79) Libenu Foundation7247 Saint Louis Avenue
Skokie,IL60076 		27-2149745 501(C)(3) 265,000       Operating Support
(80) Lincoln Land Community College5250 Shepherd Road
Springfield,IL62794 		37-0900960 501(C)(3) 13,678       Operating Support
(81) Lubavitch Girls High School6350 N Whipple Street
Chicago,IL60659 		36-3848131 501(C)(3) 27,198       Operating Support
(82) Mano a Mano6 E Main Street
Round Lake Park,IL60073 		36-4418084 501(C)(3) 42,724       Operating Support
(83) Moat Chitim4433 West Touhy Venue Suite 200
Lincolnwood,IL60712 		36-3398501 501(C)(3) 74,242       Operating Support
(84) Moadon Early Childhood Program1454 W Willow
Chicago,IL60642 		36-3843627 501(C)(3) 7,000       Operating Support
(85) Moriah Congregation200 Taub Drive
Deerfield,IL60015 		36-2935511 501(C)(3) 7,000       Operating Support
(86) Mount Sinai Hospital Medical Center of Chicago1500 North California
Chicago,IL60608 		36-1509000 501(C)(3) 851,295       Operating Support
(87) National Conference of Synagogue Youth3200 W Touhy
Chicago,IL60645 		13-5623717 501(C)(3) 5,977       Operating Support
(88) National Immigrant Justice Center208 S LaSalle Street ste 1818
Chicago,IL60604 		36-1877640 501(C)(3) 105,470       Operating Support
(89) New Israel Fund1101 14th Street NW 6th Fl
Washington,DC20005 		94-2607722 501(C)(3) 22,000       Operating Support
(90) North Suburban Synogogue Beth El1175 Sheridan Road
Highland Park,IL60035 		36-2229590 501(C)(3) 6,250       Operating Support
(91) Northwestern University2020 Ridge Avenue
Evanston,IL60208 		36-2167817 501(C)(3) 59,897       Operating Support
(92) Oak Park Temple1235 N Harlem
Oak Park,IL60302 		36-2287537 501(C)(3) 5,500       Operating Support
(93) Olin Sang Ruby Union Institute555 Skokie Blvd Suite 333
Northbrook,IL60062 		36-2642286 501(C)(3) 26,305       Operating Support
(94) Pan African Association6163 North Broadway
Chicago,IL60660 		56-2388978 501(C)(3) 63,239       Operating Support
(95) PEF Israel Endowments317 Madison Avenue Suite 607
New York,NY10017 		13-6104086 501(C)(3) 26,000       Operating Support
(96) Pirchei & Bnos Day Camps3555 W Peterson Avenue
Chicago,IL60659 		36-3529801 501(C)(3) 10,798       Operating Support
(97) Polish American Association3834 North Cicero
Chicago,IL60641 		36-2240816 501(C)(3) 195,188       Operating Support
(98) Project Kesher2144 Ashland Suite 3
Evanston,IL60201 		36-3673594 501(C)(3) 7,500       Operating Support
(99) Rock Valley College3301 North Mulford
Rockford,IL61114 		36-2557781 501(C)(3) 380,628       Operating Support
(100) Sargent Shriver National Center on Poverty Law50 East Washington Suite 500
Chicago,IL60602 		36-3151279 501(C)(3) 22,653       Operating Support
(101) Shalva EZRA1610 West Higgins Avenue 9
Chicago,IL60660 		36-3449507 501(C)(3) 30,000       Operating Support
(102) Shorashim1658 North Milwaukee Ave Ste 112
Chicago,IL60647 		36-3668787 501(C)(3) 71,400       Operating Support
(103) Solomon Schechter Day School3210 Dundee Road
Northbrook,IL60062 		36-2493769 501(C)(3) 315,173       Operating Support
(104) Southwestern Illinois College2500 Carlyle Ave
Belleville,IL62221 		37-0896981 501(C)(3) 26,235       Operating Support
(105) Spertus Institute of Jewish Studies610 South Michigan Avenue
Chicago,IL60605 		36-2662739 501(C)(3) 1,803,949       Operating Support
(106) Telshe Yeshiva Chicago3535 West Foster Avenue
Chicago,IL60625 		36-2464241 501(C)(3) 106,993       Operating Support
(107) The Center Resources for Teaching & Learning2626 South Clearbrook Drive
Arlington Heights,IL60005 		36-4248651 501(C)(3) 124,790       Operating Support
(108) Township High School District 2142121 South Goebbert Road
Arlington Heights,IL60005 		36-6004405 501(C)(3) 61,692       Operating Support
(109) Jewish Federations of North AmericaP O Box 157 Wall Street Station
New York,NY10268 		13-1624240 501(C)(3) 650,304       Operating Support
(110) University of Chicago1212 E 59th Street
Chicago,IL60637 		36-2177139 501(C)(3) 47,908       Operating Support
(111) University of Illinois1401 West Green Street
urbana,IL61801 		36-6006007 501(C)(3) 51,952       Operating Support
(112) University of Illinois at Chicago1309 South Halsted Street
chicago,IL60607 		36-6006007 501(C)(3) 25,000       Operating Support
(113) World Relief - Aurora14 W Downer Pl Suite 8
Aurora,IL60506 		23-6393344 501(C)(3) 39,662       Operating Support
(114) World Relief of DuPage County1825 COLLEGE AVE SUITE 230
Wheaton,IL60187 		23-6393344 501(C)(3) 1,132,403       Operating Support
(115) World Relief - Chicago3507 West Lawrence Avenue-2nd Flr
Chicago,IL60625 		23-6393344 501(C)(3) 521,641       Operating Support
(116) Yeshivas Shearis Yisroel2620 West Touhy Avenue
Chicago,IL60645 		36-3811457 501(C)(3) 51,995       Operating Support
(117) Youth Services Bureau101 West Pine Street
Stillwater,MN55082 		36-2852862 501(C)(3) 21,939       Operating Support
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
117
3
Enter total number of other organizations ................................ . Bullet Image
0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) Housing, transportation, food and medical assistance 7 4,991      
(2) Tuition awards for national & international study at college and post-graduate levels 32 29,473      
(3) Awards and grants for educational and leadership out-of-state conferences 6 2,867      
(4) Awards and grants for Israel experience costs 459 259,019      







Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Grants made by the Jewish Federation of Metropolitan Chicago (The Federation) in the United States are monitored through an extensive process involving professionals and nearly 200 volunteers that includes submission of budgetary and programmatic information as well as face to face meetings with many of the grant recipients. The process entails submission and review of fiscal information (including updated budgets and audits) as well as program specific information including outcome measures when appropriate. Grants made to the Federation are then allocated to various affiliated agencies which have a long relationship with the Federation and notwithstanding this, both lay and professional leadership continue to assess the use of grants that are provided to them. The review is accompanied by face to face visits in which programs funded by the Federation are reviewed. The Federation also takes advantage of information that the grantees provide to accrediting and other funding bodies.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Jewish Federation of Metropolitan Chicago
 
Employer identification number

36-2167761
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
No
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
No
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Steven B Nasatir (i)
(ii)		 66,193
375,095 		0
0 		13,429
76,096 		14,490
82,109 		2,375
13,460 		96,487
546,760 		0
0
(2) David Brief (i)
(ii)		 0
330,533 		0
77,071 		0
0 		0
17,130 		0
6,220 		0
430,954 		0
0
(3) Michael Tarnoff (i)
(ii)		 106,964
160,446 		0
0 		18,946
28,418 		4,060
6,090 		6,334
9,500 		136,304
204,454 		0
0
(4) David Rosen (i)
(ii)		 273,780
0 		0
0 		11,458
0 		110,563
0 		7,784
0 		403,585
0 		24,000
0
(5) Jeffrey L Cohen (i)
(ii)		 97,594
146,391 		0
0 		8,270
12,404 		63,458
95,187 		3,569
5,353 		172,891
259,335 		26,526
0
(6) Michael C Kotzin (i)
(ii)		 0
252,960 		0
0 		0
6,341 		0
54,629 		0
13,861 		0
327,791 		0
0
(7) Peter Friedman (i)
(ii)		 0
188,891 		0
0 		0
13,037 		0
74,667 		0
13,699 		0
290,294 		0
0
(8) Reis Kayser (i)
(ii)		 0
193,119 		0
0 		0
3,541 		0
29,226 		0
13,787 		0
239,673 		0
0
(9) Louis Lazovsky (i)
(ii)		 19,412
174,711 		0
0 		48
431 		7,426
66,838 		1,373
12,358 		28,259
254,338 		0
0
(10) Joseph Salcik (i)
(ii)		 18,591
167,321 		0
0 		11
103 		3,142
28,279 		877
7,890 		22,621
203,593 		0
0
(11) Jay Tcath (i)
(ii)		 16,461
166,444 		0
0 		10
105 		2,537
25,648 		793
8,014 		19,801
200,211 		0
0
(12) Beth Cherner (i)
(ii)		 0
182,759 		0
0 		0
0 		0
83,500 		0
13,148 		0
279,407 		0
0
(13) James A Pinkston (i)
(ii)		 22,352
156,468 		0
0 		0
0 		672
4,703 		1,962
13,729 		24,986
174,900 		0
0
(14) Rachel Sternberg (i)
(ii)		 0
159,322 		0
0 		0
0 		0
17,273 		0
750 		0
177,345 		0
0
(15) Robert Schuckman (i)
(ii)		 152,290
0 		0
0 		992
0 		37,301
0 		13,586
0 		204,169
0 		0
0
(16) James Rosenberg (i)
(ii)		 51,510
95,661 		0
0 		0
0 		4,925
9,146 		331
614 		56,766
105,421 		0
0
(17) Susan Rifas (i)
(ii)		 0
140,274 		0
0 		0
1,659 		0
81,627 		0
7,489 		0
231,049 		0
0
(18) Peter Chiswick (i)
(ii)		 0
140,985 		0
0 		0
481 		0
37,687 		0
8,648 		0
187,801 		0
0
(19) Joel Poupko (i)
(ii)		 136,781
0 		0
0 		1,514
0 		6,980
0 		7,458
0 		152,733
0 		0
0
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
  Part I, Line 1a During 2010, JUF paid for a flight for Steve Nasatir's wife. The cost of the airfare was $251.
  Part I, Line 4b Part I, Line 4b: Michael Tarnoff: The Jewish Federation has an agreement with Michael Tarnoff which provides for annual payments of $30,000 per year that began in 2009 and will end in 2019. In addition, the Jewish Federation has agreed to provide Michael Tarnoff with a split dollar $800,000 insured death benefit. The insurance is designed so that upon Michael Tarnoff's death, the Federation will receive a benefit equal to all of the premiums paid. The life insurance benefit is provided tax free to Michael Tarnoff so there is an additional cash payment to Michael Tarnoff each year to cover the taxes on the PS58 costs as well as the taxes grossed up. Steven B. Nasatir: In 1999 the Jewish Federation entered into an agreement with Steven Nasatir that was contingent upon 5 more years of service as president and CEO and would result in annual payments of $50,000 per year (net of tax) beginning at age 64 and lasting throughout his lifetime. Dr. Nasatir began receiving payments under this agreement in 2009. The $50,000 per year amount is to be adjusted annually in accordance with the CPI index. This benefit is payable to him only for as long as he lives. There is no guaranteed payment amount and no survivor benefit at his death. In addition, the Jewish Federation has agreed to provide Steven Nasatir with a split dollar $1,000,000 insured death benefit. The insurance is designed so that upon Steven Nasatir's death, the Federation will receive a benefit equal to all of the premiums paid. The life insurance benefit is provided tax free to Steven Nasatir so there is an additional cash payment to Steven Nasatir each year to cover the taxes on the PS58 costs as well as the taxes grossed up. Jeffrey Cohen: The Jewish Federation has an agreement with Jeffrey Cohen which provides for annual payments of $21,000 per year beginning in 2013 and lasting for ten years. Peter Friedman: The Jewish Federation has an agreement with Peter Friedman which provides for annual payments of $16,000 per year that began in 2007 and will end in 2017. Michael Kotzin: The Jewish United Fund has an agreement with Michael Kotzin which provides for annual payments of $21,115 that began in 2006 and will end in 2016. David Rosen: The Jewish Federation has an agreement with David Rosen which provides for annual payments of $25,000 per year beginning in 2018 and lasting for ten years.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Jewish Federation of Metropolitan Chicago
 
Employer identification number
36-2167761
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A Series A-1 Colorado Educational and Cultural Facilities Authority
  		84-0896727 196458TH6 07-23-2003 2,630,000 Renovate Office Space and Capital Budget   X   X   X
B Series A-8 Colorado Educational and Cultural Facilities Authority
  		84-0896727 196458J79 07-13-2005 4,720,000 Finance Development of Software   X   X   X
C Series A-10 Colorado Educational and Cultural Facilities Authority
  		84-0896727 19645RBB6 07-26-2007 1,075,000 Acquire and Construct Student Center   X   X   X
D Series F-1 Colorado Educational and Cultural Facilities Authority
  		84-0896727 19645RGF2 08-13-2008 4,205,000 Refund Prior Bonds Issues   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . .        
2 Amount of bonds defeased . . . .        
3 Total proceeds of issue . . . . 3,142,709 4,798,282 1,116,364 4,207,633
4 Gross proceeds in reserve funds . .        
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . . 4,143,254     4,143,254
7 Issuance costs from proceeds . . . 26,400 42,059 13,297 64,379
8 Credit enhancement from proceeds.        
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . . 3,116,309 4,756,223 1,103,067  
11 Other spent proceeds . .        
12 Other unspent proceeds. . .        
13 Year of substantial completion . . . 2003 2005 2007 2008
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? X     X X X    
15 Were the bonds issued as part of an advance refunding issue?   X   X   X   X
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . .   X   X   X   X
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use?   X   X   X   X
b Are there any research agreements that may result in private business use of bond-financed property? . .   X   X   X   X
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? .                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet        
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet        
6 Total of lines 4 and 5 . . .. . . . . .        
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities?   X   X   X   X
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue? X   X   X   X  
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue? X     X   X   X
b Name of provider . JP Morgan
  		 
  		 
  		 
 
c Term of hedge . .        
d Was the hedge superintegrated? .   X            
e Was a hedge terminated? .   X            
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . .   X   X   X   X
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K, Part IV, Line 3c, Column A - Term of Hedge:   Swap #2434 JP Morgan 9/1/06-9/1/33
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Jewish Federation of Metropolitan Chicago
 
Employer identification number

36-2167761
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
(1) David Brief
Promissory Note 		  X 30,405 26,440   No Yes   Yes  
Total ...............Small Bullet $ 26,440
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Roberta Wexler Spouse of Director 20,356 Roberta Wexler, who is the coordinator of JUF Right Start, received compensation for her services.   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Jewish Federation of Metropolitan Chicago
 
Employer identification number

36-2167761
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 250 11,604,057 Fair Market Value
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
Method for Determining Number of Contributors: Part I, Column (b): is the number of contributors.
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Jewish Federation of Metropolitan Chicago
 
Employer identification number

36-2167761
Identifier Return Reference Explanation
Form 990, Part VI, Section A, line 2   Lee I. Miller, Director and Alan P. Solow, Director, have a business relationship. Steven Nasatir, Officer, and Michael Tarnoff, Officer, have a business relationship.
Form 990, Part VI, Section A, line 6   Any person who makes a payment of a contribution in an amount of not less than $25 to the Federation directly or to the JUF to be used in whole or in part for budgetary purposes of the Federation shall be a voting member ofthe Federation and each of its affiliated organizations for the year in respectof which such payment is made and until final adjournment of the annual meeting of the Federation held the following year.
Form 990, Part VI, Section A, line 7a   Each member at each election of directors shall have one vote for as many persons as there are directors to be elected.
Form 990, Part VI, Section B, line 11   A copy of the Form 990 was provided to the Board Chairman and all Audit Committee members prior to filing. The Audit Committee chairman then informed the full board of directors that committee members reviewed the Form 990 and a copy was made available to all board members.
  Form 990, Part VI, Section B, line 12c A conflict of interest questionnaire is circulated to all board members (directors), "officers" and key employees on an annual basis. This process is managed by JFMC'S Vice President of Board Operations who ensures all questionnaires are completed. The completed questionnaires are reviewed by management and any conflicts are disclosed to the board of directors. If a director does have a conflict or business relationship with JFMC, he or she is required to abstain from any votes related to that matter.
  Form 990, Part VI, Section B, line 15 JFMC has a compensation committee comprised of the Board Chairman, Audit Committee Chairman, Overall Planning and Allocations (Budget) Committee Chairman and outside legal counsel. This committee uses comparable data from other large nonprofit organizations to ensure compensation for JFMC executives is consistent with the market, including but not limited to an annual Total Compensation Survey of large city Jewish Federations that is coordinated through the national Jewish Federations of North America organization and conducted each year by the Hay Group, a nationally recognized expert in the field of compensation consulting. The compensation committee approves compensation for the President of JFMC and other officers and key employees.
  Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy and audited financial statements are made available to all volunteer members of the Board of Directors. With regards to the general public, the organization provides these documents upon request.
Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 35,078,852. Increase in beneficial interest in charitable trusts 3,666,231. Change in unrealized gain on on fair value of swap arrangements 3,988,435. Other changes 36,132. Supporting foundations adjustmemt 430,177. Total to Form 990, Part XI, Line 5: 43,199,827.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Jewish Federation of Metropolitan Chicago
 
Employer identification number

36-2167761
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) Tzur Fund LLC
30 S Wells Suite 4040
Chicago,IL60606
36-2167761 		Special Purpose Investment Vehicle to Hold Hedge Fund Investments IL 0 94,618,838 Jewish Federation of Metropolitan Chicago
 
(2) The Tkumah Fund
30 S Wells Suite 4040
Chicago,IL60606
98-0645068 		Special Purpose Investment Vehicle to Hold Hedge Fund Investments CJ 4,056 25,206,709 Jewish Federation of Metropolitan Chicago
 








Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) 1261 Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4018186 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(2) Arnold I & Bette Sobel Foundation

30 South Wells Suite 4049

Chicago,IL60606
31-1528640 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(3) Bellows Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3864415 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(4) BLS Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4420871 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(5) Bucksbaum Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4341914 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(6) Charles & Audrey Dann Charitable Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4018189 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(7) Chicago Center for Jewish Genetic Disorders

30 South Wells Suite 4049

Chicago,IL60606
20-0120266 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(8) The First Spoke Foundation

30 South Wells Suite 4049

Chicago,IL60606
20-0894628 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(9) Crown Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3330462 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(10) Epstein Wenger Family Support Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4380168 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(11) Eva Cooper Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3436617 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(12) F6 Foundation

30 South Wells Suite 4049

Chicago,IL60606
20-1008020 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(13) Fel-ProMecklenburger Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4277383 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(14) Glickman Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3857009 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(15) Goodman Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4018187 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(16) Harvey L Miller Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
90-0187252 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(17) Helene Diamond & Jorde Nathan Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4157242 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(18) Irvin & Ruth Swartzberg Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3864416 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(19) Jewish United Fund of Metropolitan Chicago

30 South Wells Suite 4049

Chicago,IL60606
36-2167034 		Fundraising IL 501(C)(3) 11A N/A
 
No
(20) JFMC Facilities Corporation

30 South Wells Suite 4049

Chicago,IL60606
36-3368912 		Property Management of Related Non-Profit Organizations IL 501(C)(3) 11A N/A
 
No
(21) Lawrence E & Nancy S Glick Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3662985 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(22) Leibow Family Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
20-1420425 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(23) Leonard and Diane Sherman Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4345181 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(24) Leonard Rose Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4420873 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(25) Lya and Louis Rosenblum Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
31-1529058 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(26) Manfred and Fern Steinfeld Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4244346 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(27) Norma and Lester Rosenberg Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
31-1623344 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(28) Paul G Delman Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3914632 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(29) Philip & Sylvia Spertus Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3864413 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(30) Prairie Minerals Foundation

30 South Wells Suite 4049

Chicago,IL60606
32-0062771 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(31) The Pritzker Family Philanthropic Fund

71 S Wacker Drive Ste 4600

Chicago,IL60606
36-3623264 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(32) Ring Family Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
20-1642012 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(33) Robert L & Sylvia M Haag Foundation

30 South Wells Suite 4049

Chicago,IL60606
30-0149729 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(34) Rose Family Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
20-5389086 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(35) Sarnoff Levin Family Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4157233 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(36) Seder Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3988995 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(37) Seymour J Abrams Cheder Lubavitch Hebrew Day School Endowment Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4421181 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(38) Tamar & Jonathan Koschitzky Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
30-0149723 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(39) The Epstein Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
31-1529058 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(40) THe Robert and Yadelle Sklare Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4389423 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(41) Terri & Steve Barnett Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3729382 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(42) Weiss Memorial Hospital Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4413031 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(43) Z Frank Camp Apachi Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3833108 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(44) Wagner Descendant's Foundation

30 South Wells Suite 4049

Chicago,IL60606
20-4004517 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(45) Dor V'Dor Foundation

30 South Wells Suite 4049

Chicago,IL60606
20-4599515 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(46) Sisyphus Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
20-5944850 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(47) Anita and Richard Gilford Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3729381 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(48) Berliant Kahn Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4428301 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(49) Eve and Stuart L Pinkert Family Charitable Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-7230842 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(50) Joel and Barbara Stone Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4420857 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(51) Robert U & Roberta Goldman Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
20-3921714 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(52) Carol Lavin Bernick Family Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4067510 		Supporting Foundation IL 501(C)(3) 11A N/A
 
No
(53) JFMCP3 Corporation

30 South Wells Suite 4049

Chicago,IL60606
26-2053862 		Supporting Organization IL 501(C)(3) 11A N/A
 
No
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) The Kochav Fund I LP

30 S Wells Suite 4049
Chicago,IL60606
98-0579113 		Special Purpose Investment Vehicle Established to Hold Private Capital Invst DE Jewish Federation of Metropolitan Chicago
  		Investment -1,299,846 73,587,042   No -1,897,080   No 99.900 %
(2) Tbuwah Fund LP

30 S Wells Suite 4049
Chicago,IL60606
20-0291210 		Special Purpose Investment Vehicle Established to Hold Private Capital Invst NY Jewish Federation of Metropolitan Chicago
  		Investment 2,960,299 50,266,676   No -484,629   No 99.800 %










Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) George & Shirley Berliant Charitable Remainder Unitrust
30 South Wells
Chicago,IL60606
36-4443848 		Charitable Remainder Unitrust IL N/A
 T   203,458 100.000 %
(2) Ladislaus L Braun Charitable Remainder Annuity Trust
30 South Wells
Chicago,IL60606
36-7009252 		Charitable Remainder Annuity Trust IL N/A
 T   264,743 100.000 %
(3) Saramae Braun Charitable Remainder Annuity Trust
30 South Wells
Chicago,IL60606
36-3923372 		Charitable Remainder Annuity Trust IL N/A
 T   240,159 100.000 %
(4) Adrienne and Arnold Brookstone Charitable Trust
30 South Wells
Chicago,IL60606
36-7167154 		Charitable Remainder Unitrust IL N/A
 T   161,470 100.000 %
(5) Gustav & Stefi S Geisel Charitable Remainder Annuity Trust
30 South Wells
Chicago,IL60606
36-6976689 		Charitable Remainder Annuity Trust IL N/A
 T   49,280 100.000 %
(6) Maurice E Grosby Charitable Remainder Trust
30 South Wells
Chicago,IL60606
20-7359948 		Charitable Remainder Unitrust IL N/A
 T   2,038,837 100.000 %
(7) Herbert S Kamin Charitable Remainder Unitrust
30 South Wells
Chicago,IL60606
36-4233291 		Charitable Remainder Unitrust IL N/A
 T   407,783 100.000 %
(8) Herbert S Kamin Charitable Remainder Unitrust #2
30 South Wells
Chicago,IL60606
13-4336576 		Charitable Remainder Unitrust IL N/A
 T   947,926 100.000 %
(9) Krengel Annuity Trust
30 South Wells
Chicago,IL60606
36-3751169 		Charitable Remainder Annuity Trust IL N/A
 T   536,962 100.000 %
(10) Buryl & Zelda Lazar Charitable Remainder Annuity Trust
30 South Wells
Chicago,IL60606
36-7184051 		Charitable Remainder Annuity Trust IL N/A
 T   138,982 100.000 %
(11) Paul Leffman Charitable Remainder Unitrust
30 South Wells
Chicago,IL60606
36-7229556 		Charitable Remainder Unitrust IL N/A
 T   500,157 100.000 %
(12) Jess LEvine Charitable Remainder Unitrust
30 South Wells
Chicago,IL60606
36-6975110 		Charitable Remainder Unitrust IL N/A
 T   1,323,593 100.000 %
(13) Harold J Lilie Charitable Remainder Trust
30 South Wells
Chicago,IL60606
26-6177004 		Charitable Remainder Unitrust IL N/A
 T   1,622,450 100.000 %
(14) Isadore & Emma Meystel Charitable Remainder Unitrust
30 South Wells
Chicago,IL60606
35-1873695 		Charitable Remainder Unitrust IL N/A
 T   56,210 100.000 %
(15) Henry S & Barbara J Moss Charitable Remainder Annuity Trust
30 South Wells
Chicago,IL60606
36-6978660 		Charitable Remainder Annuity Trust IL N/A
 T   116,068 100.000 %
(16) Robert Naparsteck Charitable Remainder Unitrust
30 South Wells
Chicago,IL60606
20-3935186 		Charitable Remainder Unitrust IL N/A
 T   79,202 100.000 %
(17) Rhodes Family Charitable Remainder Unitrust
30 South Wells
Chicago,IL60606
36-4216163 		Charitable Remainder Unitrust IL N/A
 T   61,606 100.000 %
(18) Roth Charitable Remainder Trust
30 South Wells
Chicago,IL60606
36-7230129 		Charitable Remainder Unitrust IL N/A
 T   44,019 100.000 %
(19) Suzanne G Samuels Charitable Remainder Unitrust
30 South Wells
Chicago,IL60606
36-7186295 		Charitable Remainder Unitrust IL N/A
 T   202,002 100.000 %
(20) Schwartzman Charitable Remainder Annuity Trust
30 South Wells
Chicago,IL60606
36-3751166 		Charitable Remainder Annuity Trust IL N/A
 T   543,637 100.000 %
(21) Marjorie Perlman Shafton Charitable Remainder Unitrust
30 South Wells
Chicago,IL60606
36-4009158 		Charitable Remainder Unitrust IL N/A
 T   142,920 100.000 %
(22) Shanoff Qualified Charitable Remainder Unitrust
30 South Wells
Chicago,IL60606
36-7426566 		Charitable Remainder Unitrust IL N/A
 T   268,529 100.000 %
(23) Shanoff Non-Qualified Charitable Remainder Unitrust
30 South Wells
Chicago,IL60606
36-7426567 		Charitable Remainder Unitrust IL N/A
 T     100.000 %
(24) Harry Shanoff Qualified Charitable Remainder Unitrust
30 South Wells
Chicago,IL60606
36-7426568 		Charitable Remainder Unitrust IL N/A
 T   200,815 100.000 %
(25) Marilyn Silkin Charitable Annuity Trust
30 South Wells
Chicago,IL60606
36-7157133 		Charitable Annuity Trust IL N/A
 T   291,602 100.000 %
(26) Harriet E Stein Charitable Remainder Unitrust
30 South Wells
Chicago,IL60606
47-6236628 		Charitable Remainder Unitrust IL N/A
 T   179,798 100.000 %
(27) Barbara Anne Steinberg Charitable Remainder Unitrust
30 South Wells
Chicago,IL60606
36-3944513 		Charitable Remainder Unitrust IL N/A
 T   821,194 100.000 %
(28) Jack Steinberg Charitable Remainder Unitrust
30 South Wells
Chicago,IL60606
36-3944515 		Charitable Remainder Unitrust IL N/A
 T   821,194 100.000 %
(29) Tauman Charitable Remainder Unitrust
30 South Wells
Chicago,IL60606
36-7229196 		Charitable Remainder Unitrust IL N/A
 T   1,628,476 100.000 %
(30) Gertrude Kramer Witkin Charitable Remainder Unitrust
30 South Wells
Chicago,IL60606
36-6998224 		Charitable Remainder Unitrust IL N/A
 T   59,686 100.000 %
(31) Wolf Family Charitable Remainder Trust
30 South Wells
Chicago,IL60606
26-6660057 		Charitable Remainder Annuity Trust IL N/A
 T   1,967,295 100.000 %
(32) Gustav & Stefi S Giesel Charitable Remainder Annuity Trust
30 South Wells
Chicago,IL60606
36-6943106 		Charitable Remainder Annuity Trust IL N/A
 T   27,726 100.000 %
(33) Joseph Burns Charitable Remainder Unitrust
30 South Wells
Chicago,IL60606
26-6748959 		Charitable Remainder Unitrust IL N/A
 T   344,941 100.000 %
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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