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
MILWAUKEE JEWISH FEDERATION INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1360 NORTH PROSPECT AVENUE
 
Room/suite
City or town, state or country, and ZIP + 4
MILWAUKEE, WI532023094
D Employer identification number

39-0806312
E Telephone number

G Gross receipts $ 104,983,947
F Name and address of principal officer:
JERRY BENJAMIN
1360 NORTH PROSPECT AVENUE
MILWAUKEE,WI532023094
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.MILWAUKEEJEWISH.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: 1902
M State of legal domicile: WI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THROUGH THE DEVELOPMENT OF COMMUNITY-WIDE FINANCIAL SUPPORT, PLANNING AND ALLOCATIONS, THE MISSION OF THE MILWAUKEE JEWISH FEDERATION IS TO ENSURE THE CONTINUITY OF THE JEWISH PEOPLE, TO ENHANCE THE QUALITY OF JEWISH LIFE AND TO BUILD A STRONG, UNIFIED AND INCLUSIVE JEWISH COMMUNITY IN MILWAUKEE. IN ISRAEL AND THROUGHOUT THE WORLD THE MILWAUKEE JEWISH FEDERATION FUNCTIONS AS THE CONVENER OF THE JEWISH COMMUNITY IN MILWAUKEE, ENGAGED IN COMMUNITY PLANNING AND THE RAISING AND ALLOCATION OF FUNDS-INCLUDING MONIES THAT SUPPORT ELEVEN CONSTITUENT AGENCIES WHICH ARE INDEPENDENT 501(C)(3) ORGANIZATIONS IN ORDER TO FULFILL ITS MISSION. THE MILWAUKEE JEWISH FEDERATION ALSO ADMINISTERS A SERIES OF DIRECT PROGRAM SERVICES. THE LARGEST OF THESE ARE THE COALITION FOR JEWISH LEARNING, THE JEWISH MUSEUM MILWAUKEE AND "THE WISCONSIN JEWISH CHRONICLE"
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 100
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 100
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 68
6 Total number of volunteers (estimate if necessary) .... 6 700
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 278,322
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 17,512
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 15,213,836 15,932,301
9 Program service revenue (Part VIII, line 2g) ......... 2,800,385 3,198,894
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 490,615 7,844,649
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 765,352 415,170
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 19,270,188 27,391,014
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 9,038,554 14,134,831
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) 2,898,764 3,019,776
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,080,356    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 15,886,871 9,151,372
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 27,824,189 26,305,979
19 Revenue less expenses. Subtract line 18 from line 12...... -8,554,001 1,085,035
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 168,802,473 181,667,200
21 Total liabilities (Part X, line 26)............ 71,437,350 73,014,028
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 97,365,123 108,653,172
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: THROUGH THE DEVELOPMENT OF COMMUNITY-WIDE FINANCIAL SUPPORT, PLANNING AND ALLOCATIONS, THE MISSION OF THE MILWAUKEE JEWISH FEDERATION IS TO ENSURE THE CONTINUITY OF THE JEWISH PEOPLE, TO ENHANCE THE QUALITY OF JEWISH LIFE AND TO BUILD A STRONG, UNIFIED AND INCLUSIVE JEWISH COMMUNITY IN MILWAUKEE. IN ISRAEL AND THROUGHOUT THE WORLD THE MILWAUKEE JEWISH FEDERATION FUNCTIONS AS THE CONVENER OF THE JEWISH COMMUNITY IN MILWAUKEE, ENGAGED IN COMMUNITY PLANNING AND THE RAISING AND ALLOCATION OF FUNDS-INCLUDING MONIES THAT SUPPORT ELEVEN CONSTITUENT AGENCIES WHICH ARE INDEPENDENT 501(C)(3) ORGANIZATIONS IN ORDER TO FULFILL ITS MISSION. THE MILWAUKEE JEWISH FEDERATION ALSO ADMINISTERS A SERIES OF DIRECT PROGRAM SERVICES. THE LARGEST OF THESE ARE THE COALITION FOR JEWISH LEARNING, THE JEWISH MUSEUM MILWAUKEE AND "THE WISCONSIN JEWISH CHRONICLE"
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 $ 495,567 including grants of $   ) (Revenue $ 496,419 )
COALITION FOR JEWISH LEARNING (CJL)THE COALITION FOR JEWISH LEARNING, THE EDUCATION PROGRAM OF THE MILWAUKEE JEWISH FEDERATION, CONTINUED TO SUPPORT AND INNOVATE IN THE AREA OF LOCAL JEWISH EDUCATION.A TEEN ENRICHMENT PROGRAM PROVIDES INNOVATIVE PROGRAMS TO INVOLVED TEENS IN COMPELLING JEWISH LEARNING EXPERIENCES. THE HOLOCAUST EDUCATION RESOURCE CENTER (HERC), A PROGRAM OF CJL, PROVIDES HOLOCAUST EDUCATION PROGRAMS TO MORE THAN 1700 MIDDLE AND HIGH SCHOOL STUDENTS, AND SENDS HOLOCAUST SURVIVORS INTO THE COMMUNITY TO SPEAK WITH MORE THAN 6000 ADULTS. CJL'S CREATIVITY CENTER PROVIDES RESOURCES FOR TEACHERS AND PARENTS, DEVELOPS AND DISTRIBUTES CURRICULUM MATERIALS, AND EXPANDS OUTREACH THROUGH AN IMPROVED WEBSITE. CJL COORDINATES A DAY SCHOOL SCHOLARSHIP COMMITTEE TO REVIEW APPLICATIONS FOR FINANCIAL AID AT DAY SCHOOLS AND DISTRIBUTE $500,000 IN SCHOLARSHIP GRANT DOLLARS FROM THE HELEN BADER FOUNDATION.
4b (Code:   ) (Expenses $ 361,844 including grants of $   ) (Revenue $ 632,109 )
THE JEWISH MUSEUM MILWAUKEE IS DEDICATED TO PRESERVING AND PRESENTING THE HISTORY OF THE JEWISH PEOPLE IN SOUTHEASTERN WISCONSIN AND CELEBRATING THE CONTINUUM OF JEWISH HERITAGE AND CULTURE. THE HISTORY OF AMERICAN JEWS IS ROOTED IN THOUSANDS OF YEARS OF SEARCHING FOR FREEDOM AND EQUALITY. WE ARE COMMITTED TO SHARING THIS STORY AND THE LIFE LESSONS IT BRINGS WITH IT, SO THAT WE MAY ENHANCE THE PUBLIC'S AWARENESS AND APPRECIATION OF JEWISH LIFE AND CULTURE. INDIVIDUALS FROM AROUND THE COUNTRY. VISIT THE JEWISH MUSEUM MILWAUKEE AND LEARN ABOUT THE HISTORY OF THE JEWISH PEOPLE IN SOUTHEASTERN WISCONSIN. SCHOOL GROUPS, SYNAGOGUE GROUPS, CHURCH GROUPS, OLDER ADULT GROUPS AND OTHERS. VISIT THE JMM AND ENJOY DOCENT-LED SPECIAL TOURS SCHOLARLY RESEARCHERS ARE ASSISTED WITH THEIR REQUESTS FOR INFORMATION AND MATERIALS BY THE ARCHIVES DEPARTMENT OF THE JEWISH MUSEUM MILWAUKEE. THE JEWISH MUSEUM MILWAUKEE IS EDUCATING THE JEWISH AND GENERAL COMMUNITIES ABOUT THE JEWISH PEOPLE, ABOUT IMMIGRATION AND ABOUT THE IMPORTANCE OF MUTUAL RESPECT AND TOLERANCE. IN ADDITION, IT IS MEETING THE RESEARCH NEEDS OF SCHOLARS FROM AROUND THE WORLD AND FINALLY, IT IS RAPIDLY BECOMING AN IMPORTANT CENTER FOR JEWISH INTELLECTUAL AND CULTURAL ACTIVITY.
4c (Code:   ) (Expenses $ 254,478 including grants of $   ) (Revenue $ 311,910 )
THE MISSION OF "THE CHRONICLE" IS TO PROVIDE NEWS OF A LOCAL, NATIONAL AND INTERNATIONAL CHARACTER SO AS TO: FOSTER A SENSE OF COMMUNITY WITHIN THE JEWISH POPULATION OF WISCONSIN.PROVIDE INFORMATION AND INTERPRETATION CONCERNING JEWISH LIFE THAT IS NOT AVAILABLE THROUGH LOCAL AND NATIONAL MEDIA. CREATE A FORUM FOR HEARING THOSE ISSUES OF A LOCAL, NATIONAL AND INTERNATIONAL NATURE THAT ARE IMPORTANT TO JEWS. SUPPORT THE PUBLISHER, THE MILWAUKEE JEWISH FEDERATION, IN ITS COMMUNITY-BUILDING GOAL OF PROMOTING AWARENESS OF AND SUPPORT FOR THE VALUE OF JEWISH COMMUNITY. SERVE AS A COMMUNICATIONS VEHICLE THROUGH WHICH LOCAL ORGANIZATIONS, AGENCIES AND SYNAGOGUES CAN REPORT TO THEIR CONSTITUENCIES AND TO THE JEWISH COMMUNITY IN GENERAL AND THROUGH WHICH THEY CAN PUBLICIZE THEIR ACTIVITIES. RECORD COMMUNITY EVENTS AND LIFE CYCLE EVENTS THROUGH ARTICLES AND PHOTOGRAPHS, SO AS TO ACT AS A HISTORY OF THE COMMUNITY. MAINTAIN AN ADVERTISING MEDIUM FOR REACHING THE JEWISH POPULATION.
(Code:   ) (Expenses $ 23,199,727 including grants of $ 14,134,831 ) (Revenue $   )
THE ISRAEL CENTER/PARTNERSHIP 2000 (IC/P2K) PROGRAM OF THE MILWAUKEE JEWISH FEDERATION PLAYS A KEY ROLE IN ENSURING ONGOING CULTURAL AND PERSONAL CONTACT BETWEEN THE MILWAUKEE JEWISH COMMUNITY AND ISRAEL, WITH A FOCUS ON OUR PARTNERSHIP 2000 REGION OF THE SOVEV KLNNERET. MILWAUKEE JEWISH FEDERATION PROGRAM SERVICES ALSO INCLUDE THE WOMEN'S DIVISION, WHICH RAISES MORE THAN A QUARTER OF ALL FUNDS IN THE ANNUAL CAMPAIGN AND IS RESPONSIBLE FOR IMPORTANT POLITICAL AND CULTURAL PROGRAMMING, AND THE JEWISH COMMUNITY FOUNDATION, THE ENDOWMENT DEVELOPMENT PROGRAM OF THE MILWAUKEE JEWISH FEDERATION, WHICH FUNCTIONS AS THE CENTRAL ADDRESS FOR THE CHARITABLE AND ESTATEPLANNING ACTIVITIES OF HUNDREDS OF MEMBERS OF OUR COMMUNITY.
4d Other program services. (Describe in Schedule O.)
(Expenses $ 23,199,727 including grants of $ 14,134,831 ) (Revenue $   )
4e Total program service expensesMediumBullet$ 24,311,616
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 I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
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
 
No
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
 
No
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.........
14b
 
No
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..
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..
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
 
No
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
Yes
 
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
83
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
68
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
Yes
 
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: MediumBulletCJ
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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
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
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
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
100
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
100
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
 
No
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
 
No
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
 
No
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
 
No
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
WI , 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
TOM LINDOW
1360 NORTH PROSPECT AVENUE
MILWAUKEE,WI53213
(414) 390-5700
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) JERRY BENJAMIN
PRESIDENT
 1.00 X   X       0 0 0
(2) FRED CROEN
VICE-PRESIDENT
 1.00 X   X       0 0 0
(3) MOSHE KATZ
VICE-PRESIDENT
 1.00 X   X       0 0 0
(4) MARLENE LAUWASSER
VICE-PRESIDENT
 1.00 X   X       0 0 0
(5) KEITH LINDENBAUM
VICE-PRESIDENT
 1.00 X   X       0 0 0
(6) SUSAN ANGEL MILLER
VICE-PRESIDENT
 1.00 X   X       0 0 0
(7) ANDREA SCHNEIDER
SECRETARY
 1.00 X   X       0 0 0
(8) MARCI TAXMAN
TREASURER
 1.00 X   X       0 0 0
(9) ALBERT B ADELMAN
MEMBER
 .30 X           0 0 0
(10) CRAIG ADELMAN
MEMBER
 .30 X           0 0 0
(11) JOYCE ALTMAN
MEMBER
 .30 X           0 0 0
(12) BRUCE ARBIT
MEMBER
 .30 X           0 0 0
(13) DAVID ARNSTEIN
MEMBER
 .30 X           0 0 0
(14) STAN AZIMOV
MEMBER
 .30 X           0 0 0
(15) DANIEL BADER
MEMBER
 .30 X           0 0 0
(16) NANCY BARNETT
MEMBER
 .30 X           0 0 0
(17) JOSEPH M BERNSTEIN
MEMBER
 .30 X           0 0 0
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) NATHAN BERNSTEIN
MEMBER
 .30 X           0 0 0
(19) ALAN BORSUK
MEMBER
 .30 X           0 0 0
(20) MARK E BRICKMAN
MEMBER
 .30 X           0 0 0
(21) JAYNE BUTLEIN
MEMBER
 .30 X           0 0 0
(22) STEPHEN L CHERNOF
MEMBER
 .30 X           0 0 0
(23) BETTY CHRUSTOWSKI
MEMBER
 .30 X           0 0 0
(24) BRAD DALLET
MEMBER
 .30 X           0 0 0
(25) JAMES DESHUR
MEMBER
 .30 X           0 0 0
(26) PENNY DESHUR
MEMBER
 .30 X           0 0 0
(27) JOE DEVORKIN
MEMBER
 .30 X           0 0 0
(28) GREGORY DORF
MEMBER
 .30 X           0 0 0
(29) STEPHANIE DYKEMAN
MEMBER
 .30 X           0 0 0
(30) JUDITH EIGEN
MEMBER
 .30 X           0 0 0
(31) SUZY ETTINGER
MEMBER
 .30 X           0 0 0
(32) NATHAN FISHBACH
MEMBER
 .30 X           0 0 0
(33) ANDREA FLORSHEIM
MEMBER
 .30 X           0 0 0
(34) JENNIFER FRIEDMAN
MEMBER
 .30 X           0 0 0
(35) JANE GELLMAN
MEMBER
 .30 X           0 0 0
(36) ROSALIE S GELLMAN
MEMBER
 .30 X           0 0 0
(37) BRUCE GLASER
MEMBER
 .30 X           0 0 0
(38) BARBARA GLAZER
MEMBER
 .30 X           0 0 0
(39) MARK GOLDSTEIN
MEMBER
 .30 X           0 0 0
(40) IDY GOODMAN
MEMBER
 .30 X           0 0 0
(41) EILEEN GRAVES
MEMBER
 .30 X           0 0 0
(42) BETSY L GREEN
MEMBER
 .30 X           0 0 0
(43) MICHAEL GREEN
MEMBER
 .30 X           0 0 0
(44) BEVERLY GREENBERG
MEMBER
 .30 X           0 0 0
(45) TODD GRUEN
MEMBER
 .30 X           0 0 0
(46) REBECCA GURALNICK
MEMBER
 .30 X           0 0 0
(47) JUDY GUTEN
MEMBER
 .30 X           0 0 0
(48) ROBERT L HABUSH
MEMBER
 .30 X           0 0 0
(49) RB JACOB HERBER
MEMBER
 .30 X           0 0 0
(50) SARA HERMANOFF
MEMBER
 .30 X           0 0 0
(51) JAMES HILLER
MEMBER
 .30 X           0 0 0
(52) LORRAINE HOFFMANN
MEMBER
 .30 X           0 0 0
(53) NATHANIEL HOFFMAN
MEMBER
 .30 X           0 0 0
(54) MARC JACOBSON
MEMBER
 .30 X           0 0 0
(55) JUDI KETTEN
MEMBER
 .30 X           0 0 0
(56) JODY KAUFMAN LOEWENSTEIN
MEMBER
 .30 X           0 0 0
(57) ROBERTA LONDON
MEMBER
 .30 X           0 0 0
(58) DAVID P LOWE
MEMBER
 .30 X           0 0 0
(59) DAVID J LUBAR
VICE-PRESIDENT
 1.00 X   X       0 0 0
(60) JOAN LUBAR
MEMBER
 .30 X           0 0 0
(61) MICHAEL MAISTELMAN
MEMBER
 .30 X           0 0 0
(62) DAVID MARCUS
MEMBER
 .30 X           0 0 0
(63) LINDA MARCUS
MEMBER
 .30 X           0 0 0
(64) FELICIA MILLER
MEMBER
 .30 X           0 0 0
(65) JAMIE MILLER
MEMBER
 .30 X           0 0 0
(66) SANFORD MITZ
MEMBER
 .30 X           0 0 0
(67) MITCH MOSER
MEMBER
 .30 X           0 0 0
(68) ABIGAIL NASH
MEMBER
 .30 X           0 0 0
(69) MITCH NELLES
MEMBER
 .30 X           0 0 0
(70) LAURANCE NEWMAN
MEMBER
 .30 X           0 0 0
(71) DR SHARYL PALEY
MEMBER
 .30 X           0 0 0
(72) ARLEEN PELTZ
MEMBER
 .30 X           0 0 0
(73) BEVERLY PERLSON
MEMBER
 .30 X           0 0 0
(74) JILL PLAVNICK
MEMBER
 .30 X           0 0 0
(75) STEPHEN E RICHMAN
MEMBER
 .30 X           0 0 0
(76) LAURI ROTH
MEMBER
 .30 X           0 0 0
(77) ALI RUVIN
MEMBER
 .30 X           0 0 0
(78) RICHARD RUVIN
MEMBER
 .30 X           0 0 0
(79) MICHAEL SADOFF
MEMBER
 .30 X           0 0 0
(80) SCOTT SAMPSON
MEMBER
 .30 X           0 0 0
(81) ALLEN L SAMSON
MEMBER
 .30 X           0 0 0
(82) ALEXANDER SATANOVSKY
MEMBER
 .30 X           0 0 0
(83) KAREN SCHAPIRO
MEMBER
 .30 X           0 0 0
(84) ANDY SCHLESINGER
MEMBER
 .30 X           0 0 0
(85) RABBI YOSEF SCHLUSSEL
MEMBER
 .30 X           0 0 0
(86) JEFFREY S SCHUSTER
MEMBER
 .30 X           0 0 0
(87) CANDACE SCHWAM
MEMBER
 .30 X           0 0 0
(88) DIANE SEDER
MEMBER
 .30 X           0 0 0
(89) JODI HABUSH SINYKIN
MEMBER
 .30 X           0 0 0
(90) DEBRA SLATER
MEMBER
 .30 X           0 0 0
(91) AMY BERKOVITS STEIN
MEMBER
 .30 X           0 0 0
(92) GERALD STEIN
MEMBER
 .30 X           0 0 0
(93) LOUISE STEIN
MEMBER
 .30 X           0 0 0
(94) SUE STRAIT
MEMBER
 .30 X           0 0 0
(95) MELINDA SWARTZ
MEMBER
 .30 X           0 0 0
(96) LESLIE USOW
MEMBER
 .30 X           0 0 0
(97) STEPHANIE WAGNER
MEMBER
 .30 X           0 0 0
(98) DAVID WERNER
MEMBER
 .30 X           0 0 0
(99) DR ERIC ZALL
MEMBER
 .30 X           0 0 0
(100) YONI ZVI
MEMBER
 .30 X           0 0 0
(101) RICHARD MEYER
EXEC VICE PRESIDENT
 38.00     X       208,399 0 7,879
(102) BERT BILSKY
ASSOC EXEC VICE PRESIDENT
 38.00     X       130,166 0 14,905
(103) AUTUMN ANFANG
CHIEF FINANCIAL OFFICER
 38.00     X       97,443 0 6,272
(104) CAREN GOLDBERG
DIRECTOR GIVING/ENDOWMENTS
 38.00         X   83,651 0 17,206
(105) SHERYL PRIMAKOW
PLANNING DIRECTOR
 38.00         X   82,286 0 13,468
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 436,008 0 29,056
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet2
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
LIED'S NURSERY CO INC
N63 W22039 HWY 74
SUSSEX,WI53089 		LAWN CARE & SNOW REMOVAL 156,586
SID GRINKER COMPANY INC
416 W WALNUT ST
MILWAUKEE,WI53212 		WATER & FIRE RESTORATION 155,013
MARBLE LEADERSHIP PARTNERS
200 S WACKER DR 31ST FLR
CHICAGO,IL60606 		CONSULTING SERVICES 140,250
MILLER BUILDERS INC
6310 N PORT WASHINGTON RD
MILWAUKEE,WI53217 		BUILDING IMPROVEMENTS 138,500
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet4
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		15,932,301
g Noncash contributions included in lines 1a-1f:$ 1,172,014
h Total. Add lines 1a-1f.......MediumBullet 15,932,301
Program Service Revenue Business Code
2a RENT FROM EXEMPT BUILD 900,099 2,172,738     2,172,738
b CAMPAIGN EVENT REVENUE 900,099 747,834 747,834    
c NEWSPAPER ADVERTISING 511,110 278,322   278,322  
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 3,198,894
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 3,066,390     3,066,390
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 82,371,192  
b Less: cost or other basis and sales expenses 77,592,933  
c Gain or (loss) 4,778,259  
d Net gain or (loss)..........MediumBullet 4,778,259     4,778,259
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 CEMETARY INCOME 900,099 415,170     415,170
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 415,170
12 Total revenue. See Instructions....MediumBullet 27,391,014 747,834 278,322 10,432,557
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 13,636,233 13,636,233
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 498,598 498,598
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 .... 599,896   299,948 299,948
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 1,942,806 1,097,907 421,516 423,383
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 85,852 39,239 23,273 23,340
9 Other employee benefits ....... 174,900 144,199 15,228 15,473
10 Payroll taxes ........... 216,322 98,872 58,641 58,809
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 23,880 22,635 382 863
c Accounting ........... 69,654 66,022 1,115 2,517
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 222,652 211,042 3,565 8,045
g Other .......... 1,047,414 992,799 16,770 37,845
12 Advertising and promotion .... 122,356 29,493 89 92,774
13 Office expenses ....... 175,308 108,732 24,970 41,606
14 Information technology ...... 46,803 1,705 32,852 12,246
15 Royalties ..        
16 Occupancy ........... 183,228 150,834 13,874 18,520
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings ....        
20 Interest ........... 1,879,558 1,879,558    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 2,297,846 2,297,846    
23 Insurance ..............        
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 BUILDINGS CEMETERY OPER 2,420,516 2,420,516    
b PROGRAMS AND EVENTS 253,556 206,873 1,707 44,976
c MISCELLANEOUS 201,977 201,928 43 6
d BAD DEBT EXPENSE 159,378 159,339 34 5
e NEWSPAPER 47,246 47,246    
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 26,305,979 24,311,616 914,007 1,080,356
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 3,766,238
2 Savings and temporary cash investments ....... 10,762,158 2 3,542,981
3 Pledges and grants receivable, net ......... 6,761,817 3 5,702,149
4 Accounts receivable, net ......... 736,014 4 367,497
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 139,234 5 139,234
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 .............   7 394,622
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 73,641 9 410,779
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 67,118,002
b Less: accumulated depreciation. ..... 10b 15,978,790 53,108,493 10c 51,139,212
11 Investments—publicly traded securities .......... 96,279,460 11 115,289,984
12 Investments—other securities. See Part IV, line 11 ...... 481,873 12 114,175
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 459,783 15 800,329
16 Total assets. Add lines 1 through 15 (must equal line 34)... 168,802,473 16 181,667,200
Liabilities 17 Accounts payable and accrued expenses . 888,334 17 520,186
18 Grants payable .......... 5,143,281 18 5,016,693
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities .......... 60,655,536 20 58,839,700
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 ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 4,750,199 25 8,637,449
26 Total liabilities. Add lines 17 through 25..... 71,437,350 26 73,014,028
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 ..... 63,281,649 27 69,297,658
28 Temporarily restricted net assets ..... 34,083,474 28 39,355,514
29 Permanently restricted net assets .....   29  
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 ..... 97,365,123 33 108,653,172
34 Total liabilities and net assets/fund balances ..... 168,802,473 34 181,667,200
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
27,391,014
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
26,305,979
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
1,085,035
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
97,365,123
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
10,203,014
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
108,653,172
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
 
No
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
 
 
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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number

39-0806312
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.") .... 26,296,721 20,428,959 11,279,626 15,213,836 15,932,301 89,151,443
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.. 26,296,721 20,428,959 11,279,626 15,213,836 15,932,301 89,151,443
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.           89,151,443
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.. 26,296,721 20,428,959 11,279,626 15,213,836 15,932,301 89,151,443
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 10,542,051 5,576,953 4,220,060 5,302,644 5,646,583 31,288,291
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 514,055 521,302 427,917 281,636 17,512 1,762,422
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).           122,202,156
12
12
747,834
13
Section C. Computation of Public Support Percentage
14
14
72.950 %
15
15
72.650 %
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 (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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number

39-0806312
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
MILWAUKEE JEWISH FEDERATION INC
  		Employer identification number

39-0806312
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
MILWAUKEE JEWISH FEDERATION INC
  		Employer identification number

39-0806312
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
MILWAUKEE JEWISH FEDERATION INC
  		Employer identification number

39-0806312
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 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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number

39-0806312
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 ....... 389  
2 Aggregate contributions to (during year) ... 7,083,849  
3 Aggregate grants from (during year) ... 10,927,779  
4 Aggregate value at end of year ....... 30,729,808  
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 .... 30,522,757 26,798,812 36,420,233
b Contributions ........ 3,252,377 2,011,321 1,197,569
c Investment earnings or losses ... 5,008,086 3,923,028 -6,837,369
d Grants or scholarships ..... 1,621,130 1,952,548 3,981,621
e Other expenditures for facilities
and programs ........ 		     
f Administrative expenses .... 267,023 257,856  
g End of year balance ...... 36,895,067 30,522,757 26,798,812
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet  
b
Permanent endowment: SchDMd Bullet  
c
Term endowment: SchDMd Bullet100.000 %
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 ................. 3,095,620 2,707,763 5,803,383
b Buildings ................   54,178,044 13,271,974 40,906,070
c Leasehold improvements ............   659,781 546,554 113,227
d Equipment ................   6,476,794 2,160,262 4,316,532
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 51,139,212
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    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
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








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
POST-RETIREMENT BENEFIT LIABILITY 210,107
ASSETS HELD ON BEHALF OF CEMETARY 2,959,481
PASSPORT TO ISREAL 802,287
DEFERRED SUPPORT OF CHARITABLE GIFT ANNUITIES 4,665,574





Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 8,637,449
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 27,391,014
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 26,305,979
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 1,085,035
4 Net unrealized gains (losses) on investments .......................... 4 8,100,986
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8 2,102,028
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 10,203,014
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 11,288,049
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 36,739,082
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 8,100,986
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d 1,247,082
e Add lines 2a through 2d ..................... 2e 9,348,068
3 Subtract line 2e from line 1..................... 3 27,391,014
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 0
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 27,391,014
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 27,823,513
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 1,517,534
e Add lines 2a through 2d...................... 2e 1,517,534
3 Subtract line 2e from line 1..................... 3 26,305,979
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 0
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 26,305,979
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: THE ENDOWMENTS WILL FORM A PERMANENT BASE OF SUPPORT FOR OUR LOCAL COMMUNITY, OUR AGENCIES AND OUR PROGRAMS.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, THE FEDERATION RECOGNIZES THE BENEFITS OF A TAX POSITION ONLY AFTER DETERMINING WHETHER IT IS MORE LIKELY THAN NOT THAT THE TAXING AUTHORITY WOULD SUSTAIN THE TAX POSITION UPON EXAMINATION OF THE TECHNICAL MERITS OF THE TAX POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. THE FEDERATION RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. TAX RETURNS FOR THE TAX YEARS 2007 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES.
PART XI, LINE 8 - OTHER ADJUSTMENTS:   PRIOR PERIOD ADJUSTMENT 2,102,028.
PART XII, LINE 2D - OTHER ADJUSTMENTS:   MILWAUKEE JEWISH FEDERATION HOUSING 895,499. MILWAUKEE JEWISH FEDERATION HOUSING NO 2 237,136. MILWAUKEE JEWISH FEDERATION HOUSING NO 3 114,447.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:   MILWAUKEE JEWISH FEDERATION HOUSING 728,664. MILWAUKEE JEWISH FEDERATION HOUSING NO 2 473,832. MILWAUKEE JEWISH FEDERATION HOUSING NO 3 315,038.
Schedule D (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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number
39-0806312
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) ADOPTION RESOURCES WISCONSIN6682 W GREENFIELD STE 310
MILWAUKEE,WI53214 		  5,400       GENERAL SUPPORT
(2) AIDS RESOURCE CENTER OF WISCONSIN820 N PLANKINTON AVENUE
MILWAUKEE,WI53202 		  13,010       GENERAL SUPPORT
(3) ALLIANCE CHILDREN & FAMILIES11700 LAKE PARK DRIVE
MILWAUKEE,WI53224 		  10,000       GENERAL SUPPORT
(4) ALZHEIMER'S ASSOCIATION-SOUTHEAST WISCONSIN CHAPTER620 S 76 STREET STE 160
MILWAUKEE,WI53214 		  15,700       GENERAL SUPPORT
(5) AMERICAN CANCER SOCIETYPO BOX 902
PEWAUKEE,WI53072 		  8,000       GENERAL SUPPORT
(6) AMERICAN FRIENDS OF ATERET COHANIM248 W 35 STREET ROOM 406
NEW YORK,NY10001 		  15,000       GENERAL SUPPORT
(7) ANSHE SFARDKEHILLAT TORAH6717 N GREEN BAY AVENUE
MILWAUKEE,WI53209 		  38,616       GENERAL SUPPORT
(8) ARTHRITIS FOUNDATION WI CHAPTER1650 S 108 STREET
MILWAUKEE,WI53214 		  10,100       GENERAL SUPPORT
(9) ARTS AT LARGE INC4650 N PORT WASHINGTON ROAD
MILWAUKEE,WI53212 		  10,000       GENERAL SUPPORT
(10) ARZA WORLD UNION NO AMER-KEHILLAT YOZMA633 THIRD AVENUE
NEW YORK,NY10017 		  44,100       GENERAL SUPPORT
(11) AURORA FOUNDATION11333 W NATIONAL AVENUE
MILWAUKEE,WI53201 		  10,200       AURORA ADULT SERVICES AND GENERAL SUPPORT
(12) BARBARA HOCHBERG CENTER FOR JEWISH STUDENT LIFE611 LANGDON STREET
MADISON,WI53703 		  121,700       CAPITAL CAMPAIGN AND GENERAL SUPPORT
(13) BENEDICT CENTER GERMANIA BUILDING135 W WELLS STREET STE 700
MILWAUKEE,WI53203 		  10,200       GENERAL SUPPORT
(14) BETH EL NER TAMID SYNAGOGUE2909 W MEQUON ROAD
MEQUON,WI53092 		  45,517       GENERAL SUPPORT
(15) BIRTHRIGHT ISRAEL FOUNDATIONP O BOX 1784
NEW YORK,NY11802 		  22,300       GENERAL SUPPORT
(16) B'NAI AVIV1410 INDIAN TRACE
WESTON,FL33326 		  10,000       GENERAL SUPPORT
(17) B'NAI B'RITH YOUTH ORG WI REGION BBYO6255 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		  106,886       GENERAL SUPPORT
(18) B'NAI KESHET99 S FULLERTON AVENUE
MONCLAIR,NJ07042 		  15,000       GENERAL SUPPORT
(19) BOYS & GIRLS CLUBGREATER MIL MARDAK CTR1558 N 6TH STREET
MILWAUKEE,WI53212 		  25,200       SCHOLARSHIP FUND AND GENERAL SUPPORT
(20) BOYS & GIRLS CLUBS GRTR MILW1558 N 6TH STREET
MILWAUKEE,WI53212 		  20,200       GENERAL SUPPORT
(21) BRUCE-GUADALUPE COMMUNITY SCHOOL1028 SOURTH 9TH STREET
MILWAUKEE,WI53204 		  10,000       GENERAL SUPPORT
(22) CAMP INTERLAKEN6255 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		  12,600       GENERAL SUPPORT
(23) CENTER FOR COMMUNICATION HEARING & DEAFNESS10243 W NATIONAL AVENUE
MILWAUKEE,WI53227 		  10,750       GENERAL SUPPORT
(24) CHABAD AT COLUMBIA UNIV625 W 113TH STREET
NEW YORK,NY10025 		  9,000       GENERAL SUPPORT
(25) CHABAD OF DOWNTOWN LTDPO BOX 510525
MILWAUKEE,WI53203 		  70,000       GENERAL SUPPORT
(26) CHABAD OF HEBRON686 EMPIRE BLVD
BROOKLYN,NY11213 		  10,000       GENERAL SUPPORT
(27) CHABAD OF LEHIGH727 EVANS STREET
BETHLEHEM,PA18015 		  66,000       GENERAL SUPPORT
(28) CHILD ABUSE PREVENTION FUND-CAPPO BOX 1997
MILWAUKEE,WI53201 		  5,250       GENERAL SUPPORT
(29) CHILDREN'S HOSPITAL FOUNDATIONPO BOX 1997
MILWAUKEE,WI53201 		  36,600       GENERAL SUPPORT
(30) CITY OF HOPE NATIONAL MEDICAL CENTER1500 E DUARTE ROAD
DUARTE,CA91010 		  5,100       GENERAL SUPPORT
(31) COA YOUTH & FAMILY CENTER909 E NORTH AVENUE
MILWAUKEE,WI53212 		  66,175       GENERAL SUPPORT
(32) COLUMBIA ST MARY'S FOUNDATION2320 NORTH LAKE DRIVE
SHOREWOOD,WI53211 		  10,000       GENERAL SUPPORT
(33) CONGREGATION AGUDAS ACHIM CHABAD2233 W MEQUON ROAD
MEQUON,WI53092 		  47,724       GENERAL SUPPORT
(34) CONGREGATION BETH EPHRAIM520 PROSPECT STREET
MAPLEWOOD,NJ07040 		  12,000       GENERAL SUPPORT
(35) CONGREGATION BETH ISRAEL6880 N GREEN BAY AVENUE
MILWAUKEE,WI53209 		  319,905       GENERAL SUPPORT
(36) CONGREGATION BETH JEHUDAH3100 N 52ND STREET
MILWAUKEE,WI53216 		  17,023       GENERAL SUPPORT
(37) CONGREGATION BETH YAM4501 MEETING STREET
HILTON HEAD ISLAND,SC29926 		  5,100       GENERAL SUPPORT
(38) CONGREGATION EMANU-EL B'NE JESHURUN2020 W BROWN DEER ROAD
RIVER HILLS,WI53217 		  803,695       BUILDING FUND/CAPITAL CAMPAIGN/CANTORS CONCERT/GENERAL SUPPORT
(39) CONGREGATION EMANU-EL OF WAUKESHA830 W MORELAND BLVD
WAUKESHA,WI53188 		  7,500       GENERAL SUPPORT
(40) CONGREGATION SHALOM7630 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		  81,990       GENERAL SUPPORT
(41) CONGREGATION SINAI8223 N PORT WASHINGTON RD
MILWAUKEE,WI53217 		  69,760       MEBERSHIP & FUTURE FUND/GENERAL SUPPORT
(42) DELMAR CHABAD CENTER INC75A ELSMERE AVENUE
DELMAR,NY12054 		  21,500       GENERAL SUPPORT
(43) EISENHOWER MEDICAL ASSOCIATES39000 BOB HOPE DRIVE
RANCHO MIRAGE,CA92270 		  50,200       GENERAL SUPPORT
(44) FEEDING AMERICA EASTERN WISCONSIN1700 W FOND DU LAC AVENUE
MILWAUKEE,WI53205 		  78,055       GENERAL SUPPORT
(45) FJC520 EIGHTH AVENUE 20TH FLOOR
NEW YORK,NY10018 		  6,000       GENERAL SUPPORT
(46) FOUNDATION FOR WOMEN'S CANCER FOUNDATION230 W MONROE STE 2528
CHICAGO,IL60606 		  50,000       OVARIAN CANCER RESEARCH GRANT
(47) FRANCIS W PARKER SCHOOL330 W WEBSTER AVENUE
CHICAGO,IL60614 		  20,000       GENERAL SUPPORT
(48) FRIENDSHIP CIRCLE6892 WEST MAPLE ROAD
WEST BLOOMFIELD,MI48322 		  20,000       GENERAL SUPPORT
(49) GRAND AVENUE CLUB210 E MICHIGAN STREET
MILWAUKEE,WI53202 		  12,800       GENERAL SUPPORT
(50) GREAT NECK SYNAGOGUE26 OLD MILL ROAD
GREAT NECK,NY11023 		  6,000       GENERAL SUPPORT
(51) HADASSAH210 W LEXINGTON BLVD
MILWAUKEE,WI53217 		  24,345       GENERAL SUPPORT
(52) HADASSAH - WOMENS ZIONIST ORG OF AMER50 W 58TH STREET
NEW YORK,NY10102 		  7,900       GENERAL SUPPORT
(53) HILLEL DAY SCHOOL BOCA RATON21011 95TH AVENUE S
BOCA RATON,FL33428 		  409,093       GENERAL SUPPORT
(54) HILLEL FOUNDATION UNIVERSITY OF WISCONSIN611 LANGDON STREET
MADISON,WI53703 		  50,400       GENERAL SUPPORT
(55) HILLEL MILWAUKEE3053 N STOWELL AVENUE
MILWAUKEE,WI53211 		  175,051       GENERAL SUPPORT
(56) HUNGER TASK FORCE MILW201 S HAWLEY COURT
MILWAUKEE,WI53214 		  39,405       GENERAL SUPPORT
(57) INDEPENDENCE FIRST INC540 SOUTH 1ST STREET
MILWAUKEE,WI53204 		  11,000       GENERAL SUPPORT
(58) INTERFAITH CONFERENCE5409 W VLIET STREET
MILWAUKEE,WI53208 		  10,000       GENERAL SUPPORT
(59) JCCA520 EIGHTH AVENUE
NEW YORK,NY10018 		  11,450       GENERAL SUPPORT
(60) JERUSALEM FOUNDATION420 LEXINGTON AVE 1645
NEW YORK,NY10170 		  10,000       GENERAL SUPPORT
(61) JEWISH BEGINNINGS6401 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		  107,750       NON-TUITION ASSISTANCE AND GENERAL SUPPORT
(62) JEWISH COMMUNITY CENTER MILW6255 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		  1,544,883       KIDSHARE/JCC DESHUR CAMP/CAMP INTERLAKEN/BOOK & CULTURE PGM/CAPTIAL CAMPAIGN/GENERAL SUPPORT
(63) JEWISH COMMUNITY CENTER OF ROCHESTER1200 EDGEWOOD AVENUE
ROCHESTER,NY14618 		  7,388       GENERAL SUPPORT
(64) JEWISH COMMUNITY FOOD PANTRY6255 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		  56,490       GENERAL SUPPORT
(65) JEWISH CONGREGATION OF MAUI634 ALULIKE STREET KIHEI
KIHEI MAUI,HI96573 		  6,460       GENERAL SUPPORT
(66) JEWISH FAMILY SERVICE801 E TAHQUITZ CANYON WAY 202
PALM SPRINGS,CA92262 		  15,500       GENERAL SUPPORT
(67) JEWISH FAMILY SERVICES1300 N JACKSON STREET
MILWAUKEE,WI53202 		  970,455       JFS HOME CARE PROGRAM/RESIDENTAL SERVICE COORDINATION/BRADLEY PLACE/GENERAL SUPPORT
(68) JEWISH FEDERATION COUNCIL GREATER LAPO BOX 54269 TERMINAL ANNEX
LOS ANGELES,CA90054 		  22,000       GENERAL SUPPORT
(69) JEWISH FEDERATION GREATER PHILADELPHIA2100 ARCH STREET
PHILADELPHIA,PA19103 		  20,000       GENERAL SUPPORT
(70) JEWISH FEDERATION GREATER PHOENIX12701 N SCOTTSDALE ROAD STE 201
SCOTTSDALE,AZ85254 		  6,500       GENERAL SUPPORT
(71) JEWISH FEDERATION OF GREATER SEATTLE2031 THIRD AVENUE
SEATTLE,WA98121 		  6,000       GENERAL SUPPORT
(72) JEWISH FEDERATION OF THE DESERT69-710 HIGHWAY 111
RANCHO MIRAGE,CA92270 		  20,650       GENERAL SUPPORT
(73) JEWISH FEDERATION PALM BEACH CO4601 COMMUNITY DRIVE
WEST PALM BEACH,FL33417 		  10,000       GENERAL SUPPORT
(74) JEWISH FEDERATION SO PALM BEACH9901 DONNA KLEIN BLVD
BOCA RATON,FL33428 		  18,500       GENERAL SUPPORT
(75) JEWISH FEDERATION SO PALM BEACH COUNTY21050 95TH AVENUE
BOCA RATON,FL33428 		  15,380       GENERAL SUPPORT
(76) JEWISH HOME & CARE CENTER FOUNDATION1414 N PROSPECT AVENUE
MILWAUKEE,WI53202 		  336,275       CAPITAL CAMPAIGN AND GENERAL SUPPORT
(77) JEWISH NATIONAL FUND78 RANDALL AVENUE
ROCKVILLE CENTER,NY11570 		  6,200       FORESTRY MGMT & FIRE AND GENERAL SUPPORT
(78) JEWISH NATIONAL FUND6270 N PORT WASHINGTON RD
MILWAUKEE,WI53217 		  59,095       GENERAL SUPPORT
(79) JEWISH UNITED FUND BEN GURION WAY30 S WELLS STREET
CHICAGO,IL60606 		  23,860       GENERAL SUPPORT
(80) JEWISH UNITED FUND CHICAGO30 S WELLS STREET
CHICAGO,IL60606 		  26,000       GENERAL SUPPORT
(81) JEWISH VALUES ONLINE334 W HOPKINS AVENUE
ASPEN,CO81611 		  42,500       GENERAL SUPPORT
(82) JEWISH YOUTH FOUNDLUBAVITCH OF WISCONSIN 614 W BROWN
DEER RD 110
MILWAUKEE,WI53217 		  50,000       GENERAL SUPPORT
(83) JEWISH YOUTH FOUND FRIENDSHIP CIRCLE8825 N LAKE DRIVE
MILWAUKEE,WI53217 		  29,800       PARENTING CONFERECE AND GENERAL SUPPORT
(84) JFNA25 BROADWAY STE 1700
NEW YORK,NY10004 		  230,079       GENERAL SUPPORT
(85) KESHER ISRAEL - GEORGETOWN SYNAGOGUE2801 N STREET NW
WASHINGTON,DC20007 		  6,000       GENERAL SUPPORT
(86) KESHET WISCONSIN1300 N JACKSON STREET
MILWAUKEE,WI53202 		  22,018       GENERAL SUPPORT
(87) KNOW THYSELFC/O MAURA FITZGERALD 3340 N HACKETT
HACKETT
SHOREWOOD,WI53211 		  20,000       GENERAL SUPPORT
(88) LAKE PARK SYNAGOGUE3207 N HACKETT
MILWAUKEE,WI53211 		  6,010       GENERAL SUPPORT
(89) LUBAVITCH OF WISCONSIN3109 N LAKE DRIVE
MILWAUKEE,WI53211 		  663,430       CAPITAL CAMPAIGN AND GENERAL SUPPORT
(90) LYNN SAGE CANCER RESEARCH FOUNDATION251 E HURON STREET GALTER 3-200
CHICAGO,IL60611 		  15,000       GENERAL SUPPORT
(91) MAKE A WISH FOUNDATION WISCONSIN13195 WEST HAMPTON AVENUE
BUTLER,WI53007 		  16,220       GENERAL SUPPORT
(92) MARQUETTE UNIV DEV OFFICEPO BOX 1881
MILWAUKEE,WI53201 		  23,000       CAPITAL CAMPAIGN AND GENERAL SUPPORT
(93) MATC FOUNDATION700 W STATE STREET
MILWAUKEE,WI53233 		  8,500       GENERAL SUPPORT
(94) MAYANOT INSTITUTE OF JEWISH STUDIES450 W 33RD STREET 11TH FLOOR
NEW YORK,NY10001 		  14,480       MIDWEST SCHOLARSHIP FUND AND GENERAL SUPPORT
(95) MCCALLUM THEATRE INSTITUTE73000 FRED WARING DRIVE
PALM DESERT,CA92260 		  15,000       OPEN CALL SPONSORSHIP & AV AND GENERAL SUPPORT
(96) MEDICAL COLLEGE OF WISCONSIN8701 WATERTOWN PLANK ROAD PO BOX
26509
MILWAUKEE,WI53226 		  102,552       LARSON DISTINGUISHED PROFESSOR/IBD RESEARCH PROJECT/EYE INSTITUTE/WOMEN IN SCIENCE/GENERAL SUPPORT
(97) MEQUON JEWISH PRESCHOOL11112 N CROWN COURT
MEQUON,WI53092 		  6,060       GENERAL SUPPORT
(98) META HOUSE INCPO BOX 11564
MILWAUKEE,WI53211 		  7,750       GENERAL SUPPORT
(99) MILWAUKEE ALLIANCE FOR JEWISH RECONNECTION3322 N 51 BLVD
MILWAUKEE,WI53216 		  10,750       GENERAL SUPPORT
(100) MILWAUKEE ART MUSEUM700 N ART MUSEUM DRIVE
MILWAUKEE,WI53202 		  14,900       GENERAL SUPPORT
(101) MILWAUKEE BALLET COMPANY504 W NATIONAL AVENUE
MILWAUKEE,WI53204 		  6,650       GENERAL SUPPORT
(102) MILWAUKEE CENTER FOR INDEPENDENCE2020 W WELLS STREET
MILWAUKEE,WI53233 		  55,400       CAPITAL COMMITMENT AND GENERAL SUPPORT
(103) MILWAUKEE CHAMBER THEATRE158 N BROADWAY
MILWAUKEE,WI53202 		  5,740       GENERAL SUPPORT
(104) MILWAUKEE COLLEGE PREPARATORY SCHOOL2449 N 36TH STREET
MILWAUKEE,WI53210 		  7,625       GENERAL SUPPORT
(105) MILWAUKEE COMMUNITY SERVICE CORPS1441 N 7TH STREET
MILWAUKEE,WI53205 		  6,000       GENERAL SUPPORT
(106) MILWAUKEE COUNTY DEPARTMENT ON AGING1220 W VLIET STREET STE 320
MILWAUKEE,WI53212 		  10,000       BETHESDA MEAL PROGRAM
(107) MILWAUKEE INSTITUTE OF ART & DESIGN INC273 E ERIE STREET
MILWAUKEE,WI53202 		  8,750       GENERAL SUPPORT
(108) MILWAUKEE JEWISH COMMUNITY CHORALEPO BOX 170211
MILWAUKEE,WI53217 		  7,860       GENERAL SUPPORT
(109) MILWAUKEE JEWISH DAY SCHOOL6401 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		  787,617       NON-TUITION ASSISTANCE/KRAVIT FUND/GENERAL SUPPORT
(110) MILWAUKEE JEWISH FEDERATION1360 N PROSPECT AVE
MILWAUKEE,WI53202 		  92,562       GENERAL SUPPORT
(111) MILWAUKEE JEWISH FREE LOAN ASSOCIATION409 E SILVER SPRING
MILWAUKEE,WI53217 		  12,780       GENERAL SUPPORT
(112) MILWAUKEE KOLLEL5007 W KEEFE AVENUE
MILWAUKEE,WI53216 		  31,460       GENERAL SUPPORT
(113) MILWAUKEE PUBLIC MUSEUM800 W WELLS STREET
MILWAUKEE,WI53233 		  7,700       GENERAL SUPPORT
(114) MILWAUKEE REPERTORY THEATRE108 E WELLS STREET
MILWAUKEE,WI53202 		  7,025       GENERAL SUPPORT
(115) MILWAUKEE RESCUE MISSION830 N 19TH STREET
MILWAUKEE,WI53233 		  11,750       GENERAL SUPPORT
(116) MILWAUKEE SYMPHONY ORCHESTRA700 N WATER STREET STE 700
MILWAUKEE,WI53202 		  52,700       GENERAL SUPPORT
(117) MOSDOS KEVER RACHEL1303 53RD STREET UNITE 45
BROOKLYN,NY11219 		  5,500       GENERAL SUPPORT
(118) MPTV FRIENDS INCPO BOX 88202
MILWAUKEE,WI53288 		  6,770       GENERAL SUPPORT
(119) MULTIPLE MYELOMA RESEARCH FOUND383 MAIN AVENUE STE 5
NORWALK,CT06851 		  110,000       GENERAL SUPPORT
(120) NEXT ACT THEATERPO BOX 394
MILWAUKEE,WI53201 		  48,000       CAPITAL FUND AND GENERAL SUPPORT
(121) NORTH SHORE HEBREW ACADEMY16 CHERRY LANE
KINGS POINT,NY11024 		  10,000       GENERAL SUPPORT
(122) ORTHODOX UNION11 BROADWAY
NEW YORK,NY10004 		  37,000       JLIC AT UNIV OF IL
(123) PARENTING NETWORK7516 W BURLEIGH STREET
MILWAUKEE,WI53210 		  8,500       GENERAL SUPPORT
(124) PEF ISRAEL ENDOWMENT FUND317 MADISON AVENUE STE 607
NEW YORK,NY10017 		  30,100       YESHIVAT HESDER YERUCHAM
(125) PELTZ CENTER FOR JEWISH LIFE2233 W MEQUON ROAD
MEQUON,WI53092 		  29,700       GENERAL SUPPORT
(126) PENFIELD CHILDREN'S CENTER833 N 26TH STREET
MEQUON,WI53233 		  10,250       GENERAL SUPPORT
(127) PHOENIX ART MUSEUM1625 N CENTRAL AVENUE
PHOENIX,AZ85004 		  16,407       GENERAL SUPPORT
(128) PLANNED PARENTHOOD WISCPO BOX 510795
MILWAUKEE,WI53203 		  24,300       GENERAL SUPPORT
(129) PREVENT BLINDNESS WISCONSIN759 N MILWAUKEE STREET
MILWAUKEE,WI53202 		  5,100       GENERAL SUPPORT
(130) PUBLIC POLICY FORUM633 W WISCONSIN AVE STE 406
MILWAUKEE,WI53203 		  55,000       CIVIC ENGAGEMENT FELLOWSHIP
(131) RABBINICAL COLLEGE OF AMERICA226 SUSSEX AVENUE PO BOX 1996
MORRISTOWN,NJ07962 		  15,518       GENERAL SUPPORT
(132) RABBINICAL SEMINARY OF AMERICA7601 147TH STREET
FLUSHING,NY11367 		  5,250       GENERAL SUPPORT
(133) ROCK AND ROLL HALL OF FAME FOUND1100 ROCK ROLL BLVD
CLEVELAND,OH49114 		  10,000       GENERAL SUPPORT
(134) RUACH INC4900 W BURLEIGH
MILWAUKEE,WI53210 		  23,660       GENERAL SUPPORT
(135) SCOTTSDALE HEALTHCARE FOUND158 N BROADWAY
MILWAUKEE,WI53202 		  25,000       GENERAL SUPPORT
(136) SKYLIGHT OPERA THEATRE158 N BROADWAY
MILWAUKEE,WI53202 		  16,400       STUDIO THEATER LIGHTING AND GENERAL SUPPORT
(137) SOJOURNER FAMILY PEACE CENTER1400 N 6TH STREET
MILWAUKEE,WI53212 		  14,350       GENERAL SUPPORT
(138) SPECIAL OLYMPICS WISCONSINPO BOX 8546
MADISON,WI53708 		  10,875       GENERAL SUPPORT
(139) ST MARY'S FOUNDATION OZAUKEE INC13111 N PORT WASHINGTON RD
MADISON,WI53097 		  25,000       GENERAL SUPPORT
(140) TEMPLE MENORAH9363 N 76TH STREET
MILWAUKEE,WI53223 		  33,100       GENERAL SUPPORT
(141) TEN CHIMNEYS FOUNDATION INCBOX 225
GENESEE DEPOT,WI53127 		  5,300       GENERAL SUPPORT
(142) THE ACADEMY6401 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		  289,488       NON-TUITION ASSISTANCE AND GENERAL SUPPORT
(143) THE CONSERVATIVE SYNAGOGUE OF WESTPORT30 HILLSPOINT ROAD
WESTPORT,CT06880 		  10,000       GENERAL SUPPORT
(144) THE GATHERING OF SOUTHEASTERN WISCONSIN804 EAST JUNEAU AVENUE
MILWAUKEE,WI53202 		  10,000       GENERAL SUPPORT
(145) THE SHUL614 W BROWN DEER ROAD 110
MILWAUKEE,WI53217 		  74,630       BUILDING CAMPAIGN AND GENERAL SUPPORT
(146) TIKKUN HA-IR OF MILWAUKEEPO BOX 090287
MILWAUKEE,WI53209 		  8,100       GENERAL SUPPORT
(147) TORAH ACADEMY OF MILW HIGH SCHOOL6800 N GREEN BAY AVENUE
GLENDALE,WI53209 		  31,480       CAPITAL CAMPAIGN AND GENERAL SUPPORT
(148) TREEPEOPLE12601 MULHOLLAND DRIVE
BEVERALY HILLS,CA90210 		  6,000       GENERAL SUPPORT
(149) UNITED PERFORMING ARTS FUNDPO BOX 88892
MILWAUKEE,WI53288 		  75,425       GENERAL SUPPORT
(150) UNITED WAY - GREATER MILWPO BOX 88110
MILWAUKEE,WI53288 		  310,805       GENERAL SUPPORT
(151) UNIV OF WI FOUNDATION1848 UNIVERSITY AVENUE PO BOX 8860
MADISON,WI53708 		  51,780       VET SCHOOL/SCHOLARSHIP FUND/GENERAL SUPPORT
(152) UNIVERSITY SCHOOL OF MILWAUKEE2100 W FAIRY CHASM ROAD
MILWAUKEE,WI53217 		  5,650       GENERAL SUPPORT
(153) URBAN ECOLOGY CENTER1500 E PARK PLACE
MILWAUKEE,WI53211 		  5,650       GENERAL SUPPORT
(154) US HOLOCAUST MEMORIAL MUSEUMMIDWEST REGIONAL OFFICE PO BOX 1852
1852
HIGHLAND PARK,IL60035 		  19,180       GENERAL SUPPORT
(155) VAAD HAAROBONIM OF QUEENS INC85-18 117TH STREET
RICHMOND HILL,NY11418 		  9,500       GENERAL SUPPORT
(156) VISION FORWARD ASSOCIATION912 N HAWLEY ROAD
MILWAUKEE,WI53213 		  10,000       GENERAL SUPPORT
(157) WISCONSIN COMMUNITY FUND1202 WILLIAMSON ST STE D
MADISON,WI53703 		  7,500       GENERAL SUPPORT
(158) WISCONSIN INSTITUTE FOR TORAH STUDY3288 N LAKE DRIVE
MILWAUKEE,WI53211 		  144,985       CAPITAL COMMITMENT AND GENERAL SUPPORT
(159) WISCONSIN JEWISH CONFERENCE16 N CARROLL STREET STE 800
MADISON,WI53703 		  10,242       GENERAL SUPPORT
(160) WISCONSIN SOCIETY FOR JEWISH LEARNING5225 N IRONWOOD ROAD STE 120
MILWAUKEE,WI53217 		  8,062       GENERAL SUPPORT
(161) WOMEN'S FUND OF GREATER MILW316 N MILWAUKEE STREET 215
MILWAUKEE,WI53202 		  12,600       REPRODUCTIVE JUSTICE PROJECT AND GENERAL SUPPORT
(162) WOODLAND PATTERN720 E LOCUST
MILWAUKEE,WI53212 		  5,100       GENERAL SUPPORT
(163) WUWM111 E WISCONSIN AVENUE SUITE 700
MILWAUKEE,WI53202 		  12,605       GENERAL SUPPORT
(164) WUWM MILWAUKEE PUBLIC RADIO111 E WISCONSIN AVENUE SUITE 700
MILWAUKEE,WI53202 		  12,950       CAPITAL CAMPAIGN AND GENERAL SUPPORT
(165) YESHIVA ELEMENTARY SCHOOL OF MILW INC5115 W KEEFE AVENUE
MILWAUKEE,WI53216 		  167,785       KESHET AND GENERAL SUPPORT
(166) YOUTHAITI6973 NORTH RANGE LINE ROAD
GLENDALE,WI53209 		  10,600       GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
166
3
Enter total number of other organizations ................................ . Bullet Image
 
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) HELEN BADER SCHOLARSHIP 189 474,153   FMV  
(2) TUITION FOR CAMPS 36 24,445   FMV  











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: MILWAUKEE JEWISH FEDERATION MEETS WITH ITS ENDOWMENT COMMITTEE (A LAY BODY) THROUGHOUT THE YEAR TO REVIEW POTENTIAL GRANTS FOR THE UPCOMING FISCAL YEAR AND MAKE FUNDING DECISIONS CONSISTENT WITH THE COMMITTEE'S APPROVED CRITERIA. MILWAUKEE JEWISH FEDERATION ALSO HAS AN EXTENSIVE DONOR ADVISED FUND PROGRAM, WHERE DONORS ARE ABLE TO MAKE GRANT RECOMMENDATIONS USING FUNDS THEY HAVE CONTRIBUTED. MILWAUKEE JEWISH FEDERATION ENSURES THE GRANTS ARE MADE ONLY TO PUBLIC CHARITIES, AND THE RECIPIENTS ARE EXPECTED TO ADHERE TO THE TERMS AND CONDITIONS REGARDING USAGE OF THESE FUNDS AS DETAILED IN THE CORRESPONDENCE THAT ACCOMPANIES THESE GRANTS.
Schedule I (Form 990) 2010


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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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number

39-0806312
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
 
 
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
 
 
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
 
No
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) RICHARD MEYER (i)
(ii)		 208,399
0 		0
0 		0
0 		7,535
0 		344
0 		216,278
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
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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number
39-0806312
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 COLORADO EDUCATIONAL AND CULTURAL FACILITIES
  		84-0896727 196458F57 06-01-2005 48,715,000 FINANCE NEW CONSTRUCTION AND IMPROVEMENTS   X   X   X
B COLORADO EDUCATIONAL AND CULTURAL FACILITIES
  		84-0896727 19645RCJ8 10-25-2007 7,000,000 FINANCE NEW CONSTRUCTION AND IMPROVEMENTS   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 . . . . 48,715,000 7,000,000    
4 Gross proceeds in reserve funds . .        
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . .        
7 Issuance costs from proceeds . . .        
8 Credit enhancement from proceeds.        
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . .        
11 Other spent proceeds . .        
12 Other unspent proceeds. . .        
13 Year of substantial completion . . .
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue?   X   X        
15 Were the bonds issued as part of an advance refunding issue?   X   X        
16 Has the final allocation of proceeds been made? . .   X   X        
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . 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        
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . .   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        
b Are there any research agreements that may result in private business use of bond-financed property? . .   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          
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? . . .                
2 Is the bond issue a variable rate issue?                
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?                
b Name of provider .  
  		 
  		 
  		 
 
c Term of hedge . .        
d Was the hedge superintegrated? .                
e Was a hedge terminated? .                
4a Were gross proceeds invested in a GIC? .                
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? .                
6 Did the bond issue qualify for an exception to rebate? . . .                
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 (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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number

39-0806312
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) RICAHRD H MEYER
CASH VALUE OF SPLIT DOLLAR LIFE INSURANCE 		  X 0 139,234   No Yes   Yes  
Total ...............Small Bullet $ 139,234
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) KATHIE BERNSTEIN
  		FAMILY MEMBER OF A DIRECTOR 81,455 EMPLOYEE   No
(2) ARI FRIEDMAN
  		FAMILY MEMBER OF A DIRECTOR 96,483 EMPLOYEE   No
(3) ELLIE GETTINGER
  		FAMILY MEMBER OF A DIRECTOR 47,999 EMPLOYEE   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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number

39-0806312
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 2 1,172,014 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
 
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
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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number

39-0806312
Identifier Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2   HUSBAND-WIFE RELATIONSHIPS: JAMES DESHUR - PENNY DESHUR; MICHAEL GREEN - BETSY GREEN; JAMIE MILLER - FELICIA MILLER; GERALD STEIN - LOUISE STEIN PARENT-CHILDREN RELATIONSHIPS: ALBERT ADELRRAN - CRAIG ADELRRAN; JOSEPH BERNSTEIN - STEPHANIE WAGNER; BOB HABUSH - JODI HABUSH SLNYKLN SIBLING-SIBLING RELATIONSHIPS: DAVID LUBAR - JOAN LUBAR; DAVID MARCUS - LINDA MARCUS (IN-LAW); ALL RUVLN - RICK RUVLN (IN-LAW); COUSINS: JERRY BENJAMIN - MICHAEL MAISTELMAN
FORM 990, PART VI, SECTION B, LINE 11   FORM 990 WILL BE SUBMITTED TO FINANCE COMMITTEE FOR APPROVAL PRIOR TO FILING.
  FORM 990, PART VI, SECTION B, LINE 12C THE MILWAUKEE JEWISH FEDERATION DOES REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. SPECIFICALLY, EACH YEAR ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE POLICY AND A STATEMENT TO COMPLETE, SIGN AND RETURN TO THE FEDERATION OFFICE. A COMMITTEE REVIEWS THE STATEMENTS FOR ANY CONFLICTS AND ADDRESSES ANY CONFLICTS.
  FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE VICE-PRESIDENT'S COMPENSATION IS REVIEWED AND NEGOTIATED BY A COMPENSATION SUBCOMMITTEE OF THE OFFICERS. THE PROCESS OCCURS EVERY 3 YEARS IN TIME WITH THE COMPENSATION CONTRACT RENEWAL.
  FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT ARE AVAILABLE ON THE MILWAUKEE JEWISH FEDERATION'S WEBSITE. THE ANNUAL REPORT PROVIDES A SUMMARY OF INCOME AND COMMUNITY ALLOCATIONS. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 8,100,986. PRIOR PERIOD ADJUSTMENT 2,102,028. TOTAL TO FORM 990, PART XI, LINE 5: 10,203,014.
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


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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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number

39-0806312
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) MJF HOLDINGS OF MILWAUKEE
1360 N PROSPECT AVE
MILWAUKEE,WI53202
20-1088480 		HOUSING WI 7,715 13,492 MILWAUKEE JEWISH FEDERATION INC
 










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) MFJ HOUSING INC

1360 N PROSPECT AVE

MILWAUKEE,WI53202
39-1300706 		LOW-INCOME HOUSING WI 501(C)(4) LINE 11A, I MILWAUKEE JEWISH FEDERATIN INC
 
Yes
 
(2) MJF HOUSING NO 2 INC

1360 N PROSPECT AVE

MILWAUKEE,WI53202
39-1853067 		LOW-INCOME HOUSING WI 501(C)(3) LINE 11A, I MILWAUKEE JEWISH FEDERATIN INC
 
Yes
 
(3) MJF HOUSING NO 3 INC

1360 N PROSPECT AVE

MILWAUKEE,WI53202
39-1882504 		LOW-INCOME HOUSING WI 501(C)(3) LINE 11A, I MILWAUKEE JEWISH FEDERATIN INC
 
Yes
 








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












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












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
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
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
 
No
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
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
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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