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 private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
Jewish United Fund of Metropolitan Chicago
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
30 South Wells No 4049
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60606
D Employer identification number

36-2167034
E Telephone number

G Gross receipts $ 101,513,220
F Name and address of principal officer:
Steven Nasatir
30 South Wells No 4049
Chicago,IL60606
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.JUF.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1949
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: JUF is the Chicago Jewish community's central philanthropy, funding wide-ranging services.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 86
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 84
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 471
6 Total number of volunteers (estimate if necessary) ............. 6 12,177
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 681,042
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 83,932,885 88,047,967
9 Program service revenue (Part VIII, line 2g) ......... 6,511,567 6,640,701
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,166,749 3,665,980
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 43,019 -304,770
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 93,654,220 98,049,878
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 68,918,209 66,767,968
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) 12,771,035 12,677,727
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 119,360 75,589
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet6,780,007    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 11,176,939 11,286,807
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 92,985,543 90,808,091
19 Revenue less expenses. Subtract line 18 from line 12....... 668,677 7,241,787
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 158,614,812 165,729,420
21 Total liabilities (Part X, line 26)............. 83,255,650 77,702,819
22 Net assets or fund balances. Subtract line 21 from line 20..... 75,359,162 88,026,601
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
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Signature of officer Date
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Type or print name and title
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Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: JUF provides critical resources that bring food, refuge, health care, education and emergency assistance to 300,000 Chicagoans of all faiths and 2 million Jews in Israel and around the world, funding a network of nearly 70 agencies and programs.
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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 34,027,451 including grants of $ 33,086,189 ) (Revenue $ 713,823 )
Allocations (Local) - The Jewish United Fund of Metropolitan Chicago (JUF) conducts fundraising activities by means of annual calendar year campaigns and makes allocations to Jewish Federation of Metropolitan Chicago (JF) and Jewish Federations of North America (JFNA). Through its allocation to JF, JUF supports various nonprofit organizations in the Chicago area that provide assistance to people of all faiths, including hot meals and groceries, utility and rent assistance, prescriptions and medical care for impoverished families; job training and placement for people who are out of work; therapeutic school and specialized care for children with disabilities; support services for Holocaust survivors; assisted living, specialized Alzheimer's care and transportation for seniors; respite services for caregivers of frail seniors and people with disabilities; counseling, prevention and intervention services for troubled teens; and an entire continuum of prevention and therapeutic services for individuals and families in crisis.Because the Jewish United Fund of Metropolitan Chicago and the Jewish Federation of Metropolitan Chicago (JUF) are so closely linked in numerous ways (combined Board of Directors, shared professional staff, shared office space, etc.), and because JUF provides an annual allocation of approximately $32 million to the Jewish Federation, we measure and report our program and service results jointly for the combined JUF/Federation enterprise, which are summarized below:Local Human Services- 469,288 meals, food bags and grocery cards were delivered to needy local Jews.- 3,730 households received more than $4.7 million in emergency financial assistance to pay for housing, healthcare and other critical expenses.- 1,055 workers secured paid jobs.- 1,202 impoverished Jews received life-preserving prescription medications.- 22,947 individuals received free or highly-subsidized mental and physical healthcare.- 5,802 seniors received services enabling them to stay in their homes.- 1,587 people learned credit repair skills and business basics to write a business plan, secure loan funding, and start a microenterprise.- 2,505 people received assistance applying for public benefits.- 523 low-income families received free or subsidized legal assistance.- 148 people were placed into more affordable, stable housing.- 472 Holocaust survivors maximized their independence through in-home services, emergency financial assistance, group support, advocacy and socialization.- 922 children with disabilities received intensive therapeutic services and education.Formal and Informal Jewish Education Services:- 22,483 children and youth engaged in Jewish learning and built stronger Jewish identities through formal and informal Jewish educational experiences.- 3 in 4 Jewish day school students received scholarships and/or tuition assistance.- 3,009 students received tuition financial assistance at 14 local Jewish day schools.- Local day schools got assistance with facilities management, security, loan guarantees, governance, benchmarking, and resource development.- 1,497 children received more than $1.1 million in scholarships for Jewish summer camp experiences.- 302 children received financial assistance or subsidies for a Jewish early childhood educational experiences.Israel Connections, Advocacy and Education Services:- 1,531 Jewish young adults went on free trips to Israel courtesy of JUF Birthright Israel, strengthening their connection to the Jewish homeland.- 868 youth received JUF-supported scholarships that helped them afford pivotal educational experiences in Israel.- 4,208 teens gained knowledge and skills to better articulate support for Israel through JUF-supported programs in local high schools and Jewish summer camp.- On 16 major campuses statewide, the JCRC/Hillel Israel Initiative partners with other religious, ethnic and cultural groups to present pro-Israel programs for hundreds of students and faculty. - 4 major Illinois universities now have flourishing Israel Studies programs, established in partnership with JUF/Federation to share Israel's contributions to technology, science and culture.- 52 participants from 12 area high schools engaged in Write-On For Israel, an intensive, two-year Israel advocacy training program for upperclassmen.Services for Families with Young Children:- 6,200 families with 8,711 young children received free, monthly Jewish books and music through JUF's PJ Library program.- 694 Jewish families with young children participated in "Joyfully Jewish" programs, exploring Jewish life through arts & crafts, storytelling and holiday celebrations in public venues.- 302 families received $500-$1,000 JUF Right Start gift vouchers towards tuition at a Jewish early childhood program for the first child in their family to attend Jewish preschool. - 148 new Jewish parents received "Shalom Baby" gift packages, and 77 Chicago newcomers received informational "Shalom Chicago" gift packages.Hands-on Volunteerism and Teen Services:- 2,728 Jews of all ages volunteered through JUF's TOV Volunteer Network, providing hands-on assistance from serving meals to people in need to tutoring at-risk children. - 449 teens and college students made a difference in the lives of poor Jews, seniors and people with disabilities through JUF-sponsored volunteer services.- 49 teens in grades 7-10 and junior counselors in grades 11-12 from 25 schools participated in a week-long, interactive day camp held twice in August, combining service learning activities with hands-on volunteer work in the Jewish community and the community-at-large- 75 teens in grades 6-12 from 26 schools participated in monthly community service projects.- 36 high school students participated in Voices: the Chicago Jewish Teen Foundation, building their skills in philanthropy and grantmaking.Young Adult Engagement and Leadership Development Services:- 3,269 college students engaged in Jewish activities on Illinois campuses, raising their awareness of Jewish values, knowledge of Israel and commitment to the greater Jewish community.- 28 local college students participated in an intensive summer work/study program in Chicago Jewish Communal Service, working for agencies or departments of the Jewish United Fund/Jewish Federation of Metropolitan Chicago.- 1,509 young business professionals attended 15 events focused on engaging the next generation of Jewish businessmen and businesswomen.- 375 Russian-speaking Jewish young professionals came to 20 specialized events to connect with each other, the broader community, and with their own Jewish identity.- 285 young professionals were engaged in a leadership capacity as members of the boards of the Young Leadership Division, Young Women's Board and young Women's City Council, which in turn gained the participation of 4,831 individuals in 99 education, advocacy, fundraising and outreach events, setting them on the path to intensive Jewish involvement.- 23 professionals in their 30s and 40s, selected for their leadership potential, began participation in an intensive Jewish Leaders Institute, grooming them for the institution's most senior leadership positions through orientation to JUF/Federation; organizational leadership training; education about Jewish history, values and community.- Some 79,431 unique visitors came to Oy!Chicago, the outreach blog for unaffiliated local 20- and 30-somethings. - 86 community members serve on the JUF/Federation Board of Directors, and 350 additional community members participating in the Board's 30 standing committees.
4b (Code:   ) (Expenses $ 34,383,260 including grants of $ 32,347,579 ) (Revenue $ 1,149,440 )
Allocations (Overseas) - Through its allocation to JFNA, JUF supports services to nearly 2 million individuals in Israel and 70 other countries. These range from basic social service programs addressing needs of all age groups to formal and informal Jewish education/identity development. The major beneficiary organizations which engage in overseas work through support from JFNA are the American Jewish Joint Distribution Committee, the Jewish Agency for Israel and the World ORT.Summary of Service Results-Rescue and Resettlement Services:- 30,505 immigrants were assisted with job preparation and placement, language skills, housing and socialization programming to help them integrate into Israeli society.- 17,932 Jews from across the world began new lives of freedom in Israel.Services to Strengthen At-risk Israeli Families and Communities:- 23,000 disadvantaged but promising Israeli students were immersed in educational opportunities designed to close the socioeconomic gap and ensure their future success.- 12,000 at-risk Israeli youth and family members in 35 locations throughout Israel received emotional and scholastic support to help prepare them for future success.- 2,000 young adults served as mentors, tutors, entrepreneurs and social activists in disadvantaged Israeli communities, helping 25,000 citizens improve their quality of life.- 1,400 disadvantaged Israelis received scholarships for higher education or vocational training. Global Jewish Community Services:- 149,901 impoverished elderly throughout Russia and other Eastern European countries received food, medicine and heating fuel to sustain them.- 27,722 poor children in these countries also received life-sustaining food, medicine and financial assistance.- 6,095 young Jews from Russia and other Eastern European counties built stronger Jewish and Zionist identities Israel through Jewish camping experience.
4c (Code:   ) (Expenses $ 678,603 including grants of $   ) (Revenue $ 118,950 )
Community Relations - Through its support of the Jewish Community Relations Council (JCRC), JUF coordinates the collective policies and programs among 46 constituent Jewish organizations active in public affairs/community relations work. JCRC educates and mobilizes the Jewish community for action through JUF and those constituent groups on issues ranging from Israel to Darfur, and from combatting anti-Semitism to the broad array of intergroup relations (interfaith, interethnic, etc.). JCRC activities and engagement takes place with the media, campuses, government, foreign diplomats and religious and civic leaders.
(Code:   ) (Expenses $ 535,869 including grants of $ 13,200 ) (Revenue $ 281,276 )
Budget and Planning - Review/evaluate programs and budgets of grantee organizations, all of which are tax-exempt organizations under Section 501(c)(3). Allocations are made based on need and funds available.
(Code:   ) (Expenses $ 793,207 including grants of $   ) (Revenue $ 681,042 )
JUF News: JUF News is Chicago's largest circulation Jewish community publication. It is published monthly and offers features, profiles, news and commentaries about key facets of Jewish life locally, in Israel and around the world.
(Code:   ) (Expenses $ 526,448 including grants of $   ) (Revenue $ 54,084 )
Communications: Fifty percent of the Communications Department expenses are allocated to program services. The JUF Communications Department works to ensure that JUF/Federation maintains a strong media profile and serves effectively as the public voice for Chicago's Jewish community.
(Code:   ) (Expenses $ 3,539,916 including grants of $ 1,321,000 ) (Revenue $ 3,642,086 )
Israel office and other programs: The organization maintains a small office in Israel with four employees. The Israel office expense and employee salaries are paid to Jewish Federations of North America, which is based in New York, and is the umbrella organization for all Jewish Federations in North America. The Israel office coordinates educational missions and monitors Israeli programs that are funded by JUF. JUF coordinates missions to Israel, Russia, Poland and various other countries in order to give donors the opportunity to travel with other Chicagoans to Jewish communities all over the world and see JUF dollars at work. The missions also allow individuals to visit with people who live in Israel and other countries, explore family roots and learn about worldwide Jewish culture. Missions give participants the opportunity to see first-hand what can be accomplished by the Jewish people when our energy and resources are operating at full capacity. JUF pays for all mission travel expenses and then participants reimburse JUF for the costs, although certain missions are partially subsidized by JUF. The revenue and expenses of missions are reported on the 990 on a gross basis.
4d Other program services (Describe in Schedule O.)
(Expenses $ 5,395,440 including grants of $ 1,334,200 ) (Revenue $ 4,658,488 )
4e Total program service expensesMediumBullet74,484,754
Form 990 (2013)
Form 990 (2013)
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 (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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
 
No
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 for escrow or custodial account liability; 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 temporarily restricted endowments, permanent endowments, 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, line 10?
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 VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick 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 IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick 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 XClick 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 and XII 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 and XII 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
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions).... Click to see attachment
17
Yes
 
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............ Click to see attachment
18
Yes
 
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................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government 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 or 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
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
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
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? 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
 
No
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 direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click 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...........................
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, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, 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
35b
 
No
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
63
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
471
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” to line 3b, 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, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
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 as charitable contributions?...
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
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
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 or note to any line 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
86
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
84
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
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete 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 this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, 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," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletJames A Pinkston30 South Wells Ste 4049ChicagoIL60606 (312) 357-4790
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Steven B Nasatir........................................................................
President
 38.00
.......................12.00 		    X       399,047 133,015 99,357
(2) David Brief........................................................................
Chief Investment Officer
 50.00
.......................0.00 		      X     426,502 0 81,642
(3) Jeffrey L Cohen........................................................................
Senior VP-Fin. Resource Development
 16.00
.......................34.00 		    X       93,646 198,998 160,703
(4) David S Rosen........................................................................
Senior Vice President - Endowments
 10.00
.......................40.00 		    X       0 303,845 135,252
(5) Michael Tarnoff........................................................................
Executive Vice President - CFO
 10.00
.......................10.00 		    X       168,973 168,973 19,634
(6) Louis Lazovsky........................................................................
Vice President - Human Resources
 40.00
.......................10.00 		      X     177,041 44,260 76,623
(7) Jay Tcath........................................................................
Executive Vice President
 25.00
.......................25.00 		    X       119,504 124,382 53,389
(8) Rachel Sternberg........................................................................
Senior Vice President - Campaign
 49.00
.......................1.00 		    X       243,029 0 41,858
(9) Adina Torchman........................................................................
Assoc. VP-Fin. Resource Development
 40.00
.......................0.00 		        X   145,620 0 114,121
(10) Joseph Salcik........................................................................
VP - Information Systems & Services
 40.00
.......................10.00 		      X     167,956 41,989 44,003
(11) David S Rubovits........................................................................
Senior VP - Planning and Allocations
 39.00
.......................11.00 		    X       152,684 45,607 36,818
(12) James A Pinkston........................................................................
Vice President - Accounting
 38.00
.......................12.00 		    X       156,350 52,117 15,045
(13) Peter Chiswick........................................................................
Controller, Jewish Federation of Metropolitan Chic
 48.00
.......................2.00 		    X       148,136 7,797 53,818
(14) Aaron Cohen........................................................................
Vice President, Communications
 50.00
.......................0.00 		        X   147,330 0 59,437
(15) Jim Rosenberg........................................................................
Chief of Staff
 50.00
.......................0.00 		    X       185,527 0 21,010
(16) Sherryl Steinberg........................................................................
Associate VP, Women's Division
 40.00
.......................0.00 		        X   151,189 0 29,863
(17) Susan Rifas........................................................................
Vice President - Board Operations
 19.00
.......................1.00 		    X       134,792 0 38,192
Form 990 (2013)
Form 990 (2013)
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 (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Michael Kotzin........................................................................
Senior Counselor to the President
 1.00
.......................19.00 		          X 0 151,762 8,117
(19) Ann Johnson........................................................................
Assistant VP - Contributor Relations
 40.00
.......................0.00 		        X   138,729 0 12,214
(20) Arthur Aptekar........................................................................
Data Architect
 40.00
.......................0.00 		        X   132,980 0 16,012
(21) David T Brown........................................................................
Chairman
 10.00
.......................10.00 		X   X       0 0 0
(22) Jodie Berkman........................................................................
Vice Chairman
 5.00
.......................5.00 		X   X       0 0 0
(23) Ethan Budin........................................................................
Vice Chairman
 5.00
.......................5.00 		X   X       0 0 0
(24) Richard C Goodman........................................................................
Vice Chairman
 5.00
.......................5.00 		X   X       0 0 0
(25) Cindy Kaplan........................................................................
Vice Chairman
 5.00
.......................5.00 		X   X       0 0 0
(26) Ann-Louise Kleper........................................................................
Vice Chairman
 5.00
.......................5.00 		X   X       0 0 0
(27) Jennifer Levine........................................................................
Vice Chairman
 5.00
.......................5.00 		X   X       0 0 0
(28) Lee I Miller........................................................................
Vice Chairman
 5.00
.......................5.00 		X   X       0 0 0
(29) Wendy Berger Shapiro........................................................................
Vice Chairman
 5.00
.......................5.00 		X   X       0 0 0
(30) Bill Silverstein........................................................................
Vice Chairman
 5.00
.......................5.00 		X   X       0 0 0
(31) Dr Michele Sackheim Wein........................................................................
Vice Chairman
 5.00
.......................5.00 		X   X       0 0 0
(32) Adam Winick........................................................................
Vice Chairman
 5.00
.......................5.00 		X   X       0 0 0
(33) Michael Zaransky........................................................................
Vice Chairman
 5.00
.......................5.00 		X   X       0 0 0
(34) Thomas Rivkin........................................................................
Treasurer
 5.00
.......................5.00 		X   X       0 0 0
(35) Sara C Star........................................................................
Assistant Treasurer
 5.00
.......................5.00 		X   X       0 0 0
(36) Eric A Rothner........................................................................
Secretary
 5.00
.......................5.00 		X   X       0 0 0
(37) Marcie B Hemmelstein........................................................................
Assistant Secretary
 5.00
.......................5.00 		X   X       0 0 0
(38) Caryn Rosen Adelman........................................................................
Director
 .50
........................50 		X           0 0 0
(39) Harvey J Barnett........................................................................
Director
 .50
........................50 		X           0 0 0
(40) David A Baum........................................................................
Director
 .50
........................50 		X           0 0 0
(41) Gita Berk........................................................................
Director
 .50
........................50 		X           0 0 0
(42) Debbie L Berman........................................................................
Director
 .50
........................50 		X           0 0 0
(43) Scott I Canel........................................................................
Director
 .50
........................50 		X           0 0 0
(44) Mark Chudacoff........................................................................
Director
 .50
........................50 		X           0 0 0
(45) Rabbi Paul F Cohen........................................................................
Director
 .50
........................50 		X           0 0 0
(46) Joshua Daitch........................................................................
Director
 .50
........................50 		X           0 0 0
(47) Julie Dann........................................................................
Director
 .50
........................50 		X           0 0 0
(48) Bruce Ettelson........................................................................
Director
 .50
........................50 		X           0 0 0
(49) Maury Fertig........................................................................
Director
 .50
........................50 		X           0 0 0
(50) Linda Schottenstein Fisher........................................................................
Director
 .50
........................50 		X           0 0 0
(51) Kyle Freimuth........................................................................
Director
 .50
........................50 		X           0 0 0
(52) Jason Friedman........................................................................
Director
 .50
........................50 		X           0 0 0
(53) Howard Friend........................................................................
Director
 .50
........................50 		X           0 0 0
(54) Linda Ginsburg........................................................................
Director
 .50
........................50 		X           0 0 0
(55) David Golder........................................................................
Director
 .50
........................50 		X           0 0 0
(56) Dana Gordon........................................................................
Director
 .50
........................50 		X           0 0 0
(57) Andrea Grostern........................................................................
Director
 .50
........................50 		X           0 0 0
(58) Joshua B Herz........................................................................
Director
 .50
........................50 		X           0 0 0
(59) Scott Heyman........................................................................
Director
 .50
........................50 		X           0 0 0
(60) Dana Hirt........................................................................
Director
 .50
........................50 		X           0 0 0
(61) Andrew S Hochberg........................................................................
Director
 .50
........................50 		X           0 0 0
(62) Deborah Schrayer Karmin........................................................................
Director
 .50
........................50 		X           0 0 0
(63) Penny Keeshin........................................................................
Director
 .50
........................50 		X           0 0 0
(64) Frances H Krasnow........................................................................
Director
 .50
........................50 		X           0 0 0
(65) Adrienne Kriezelman........................................................................
Director
 .50
........................50 		X           0 0 0
(66) Peter Kupferberg........................................................................
Director
 .50
........................50 		X           0 0 0
(67) Rabbi Vernon Kurtz........................................................................
Director
 .50
........................50 		X           0 0 0
(68) Steven H Lavin........................................................................
Director
 .50
........................50 		X           0 0 0
(69) Bruce Lederman........................................................................
Director
 .50
........................50 		X           0 0 0
(70) Jane Cadden Lederman........................................................................
Director
 .50
........................50 		X           0 0 0
(71) H Debra Levin........................................................................
Director
 .50
........................50 		X           0 0 0
(72) Brian J Levinson........................................................................
Director
 .50
........................50 		X           0 0 0
(73) Stephen Malkin........................................................................
Director
 .50
........................50 		X           0 0 0
(74) Hon Sidney H Mathias........................................................................
Director
 .50
........................50 		X           0 0 0
(75) Steven N Miller........................................................................
Director
 .50
........................50 		X           0 0 0
(76) Sanford E Perl........................................................................
Director
 .50
........................50 		X           0 0 0
(77) Theodore Perlman........................................................................
Director
 .50
........................50 		X           0 0 0
(78) Paula Resnick........................................................................
Director
 .50
........................50 		X           0 0 0
(79) Elliott Robinson........................................................................
Director
 .50
........................50 		X           0 0 0
(80) Marc Roth........................................................................
Director
 .50
........................50 		X           0 0 0
(81) Lisa Rubinstein........................................................................
Director
 .50
........................50 		X           0 0 0
(82) Marc Sacks........................................................................
Director
 .50
........................50 		X           0 0 0
(83) Michael Sacks........................................................................
Director
 .50
........................50 		X           0 0 0
(84) Max Schrayer........................................................................
Director
 .50
........................50 		X           0 0 0
(85) Steve Schreiber........................................................................
Director
 .50
........................50 		X           0 0 0
(86) Midge Perlman Shafton........................................................................
Director
 .50
........................50 		X           0 0 0
(87) Keith J Shapiro........................................................................
Director
 .50
........................50 		X           0 0 0
(88) David A Sherman........................................................................
Director
 .50
........................50 		X           0 0 0
(89) Kim Shwachman........................................................................
Director
 .50
........................50 		X           0 0 0
(90) Morris Silverman........................................................................
Director
 .50
........................50 		X           0 0 0
(91) Barbara Kaplan Slutsky........................................................................
Director
 .50
........................50 		X           0 0 0
(92) Alan P Solow........................................................................
Director
 .50
........................50 		X           0 0 0
(93) Marc Spellman........................................................................
Director
 .50
........................50 		X           0 0 0
(94) Nina G Stillman........................................................................
Director
 .50
........................50 		X           0 0 0
(95) Pam F Szokol........................................................................
Director
 .50
........................50 		X           0 0 0
(96) Marilyn Vender........................................................................
Director
 .50
........................50 		X           0 0 0
(97) Avrum Weinfeld........................................................................
Director
 .50
........................50 		X           0 0 0
(98) James R Woldenberg........................................................................
Director
 .50
........................50 		X           0 0 0
(99) Joseph Wolf........................................................................
Director
 .50
........................50 		X           0 0 0
(100) Rabbi Carl Wolkin........................................................................
Director
 .50
........................50 		X           0 0 0
(101) Andrea R Yablon........................................................................
Director
 .50
........................50 		X           0 0 0
(102) Francine F Levy........................................................................
Ex-Officio
 .50
........................50 		X           0 0 0
(103) Charlene Sales........................................................................
Ex-Officio
 .50
........................50 		X           0 0 0
(104) Devra Resnick Shutan........................................................................
Ex-Officio
 .50
........................50 		X           0 0 0
(105) Joseph Seigle........................................................................
Ex-Officio
 .50
........................50 		X           0 0 0
(106) Scott Lieber........................................................................
Ex-Officio
 .50
........................50 		X           0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 3,289,035 1,272,745 1,117,108
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet31
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
Yes
 
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Harry Walker Agency355 Lexington Ave 21st FloorNew YorkNY10017 Speakers' Agency 621,126
McGladrey LLP1 S Wacker DriveChicagoIL60606 Audit & Tax Preparation Services 280,620
Architek Solutions349 Windsor DriveBloomingdaleIL60108 IT Consulting 275,257
JB Kenehan LLCW 238 N 700 Rockwood DriveWaukeshaWI53188 Publications/JUF News 264,688
Duane MorrisUnited Plaza 30 S 17th StreetPhiladelphiaPA19103 Legal Services 227,947
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet11
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		88,047,967
g Noncash contributions included in lines
1a-1f:$ 		7,140,093
h Total. Add lines 1a-1f.......MediumBullet 88,047,967
Program Service RevenueAmt Business Code
2a Program Fees 561000 3,162,101 3,162,101    
b Service Fees 561000 2,797,558 2,797,558    
c JUF News Advertising 541800 681,042   681,042  
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 6,640,701
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 454,849     454,849
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 5,789,633  
b Less: cost or other basis and sales expenses 2,578,502  
c Gain or (loss) 3,211,131  
d Net gain or (loss)..........MediumBullet 3,211,131     3,211,131
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a 580,070
b Less: direct expenses ...b 884,840
c Net income or (loss) from fundraising events..MediumBullet -304,770   -304,770
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            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 98,049,878 5,959,659 681,042 3,361,210
Form 990 (2013)
Form 990 (2013)
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).Check if Schedule O contains a response or note to any line in this Part IX ...............
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 United States. See Part IV, line 21 66,767,968 66,767,968
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 2,573,188 722,681 1,124,499 726,008
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 102,318   102,318  
7 Other salaries and wages 7,080,640 1,988,601 3,094,284 1,997,755
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,847,757 455,152 996,105 396,500
9 Other employee benefits ....... 644,294 185,630 280,268 178,396
10 Payroll taxes ........... 429,530 123,754 186,845 118,931
11 Fees for services (non-employees):        
a Management ...... 654,805 465,432 183,960 5,413
b Legal ......... 90,465 6,974 83,086 405
c Accounting ........... 121,000 8,000 113,000  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 75,589 75,589
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 221,307 176,454 25,458 19,395
12 Advertising and promotion .... 128,156 43,340   84,816
13 Office expenses ....... 2,042,578 1,123,591 387,070 531,917
14 Information technology ...... 794,492 72,452 662,480 59,560
15 Royalties ..        
16 Occupancy ........... 1,482,796 341,520 711,782 429,494
17 Travel ............ 184,748 79,852 35,001 69,895
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 9,407 9,407    
19 Conferences, conventions, and meetings .... 253,615 94,448 124,764 34,403
20 Interest ........... 356,684 64,871 291,813  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 1,531,125 215,156 912,828 403,141
23 Insurance .............. 19,153 765 16,602 1,786
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Events-Before Income 1,718,020 173,358   1,544,662
b Missions-Before Income 1,212,406 1,212,406    
c Temporary Help 68,580 26,652 2,811 39,117
d Photography 27,680 14,566 807 12,307
e All other expenses 369,790 111,724 207,549 50,517
25 Total functional expenses. Add lines 1 through 24e 90,808,091 74,484,754 9,543,330 6,780,007
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 7,743,613 1 10,839,406
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ........... 48,911,565 3 50,115,687
4 Accounts receivable, net ............. 1,085,140 4 722,166
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 3,664,854 9 2,499,474
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 15,980,519
b Less: accumulated depreciation ..... 10b 6,676,604 8,857,903 10c 9,303,915
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ..... 67,368,712 12 75,416,751
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 20,983,025 15 16,832,021
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 158,614,812 16 165,729,420
Liabilities 17 Accounts payable and accrued expenses ......... 3,352,713 17 2,425,449
18 Grants payable ................. 36,900,741 18 41,678,259
19 Deferred revenue ................ 1,137,389 19 1,363,505
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other 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 (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 41,864,807 25 32,235,606
26 Total liabilities. Add lines 17 through 25......... 83,255,650 26 77,702,819
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 25,269,597 27 34,522,657
28 Temporarily restricted net assets ........... 38,010,022 28 41,424,401
29 Permanently restricted net assets ........... 12,079,543 29 12,079,543
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 75,359,162 33 88,026,601
34 Total liabilities and net assets/fund balances ........ 158,614,812 34 165,729,420
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
98,049,878
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
90,808,091
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
7,241,787
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
75,359,162
5
Net unrealized gains (losses) on investments ...............
5
4,400,559
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
1,025,093
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
88,026,601
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
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.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
Jewish United Fund of Metropolitan Chicago
 
Employer identification number

36-2167034
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 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
Provide the following information about the supported organization(s).
(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 monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 87,972,423 78,181,688 85,985,649 83,932,885 88,047,967 424,120,612
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 87,972,423 78,181,688 85,985,649 83,932,885 88,047,967 424,120,612
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).. 9,669,126
6 Public support. Subtract line 5 from line 4. 414,451,486
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 87,972,423 78,181,688 85,985,649 83,932,885 88,047,967 424,120,612
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 619,443 522,595 361,613 464,594 454,849 2,423,094
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10). 426,543,706
12
12
30,136,691
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
97.170 %
15
15
97.280 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2013

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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
Jewish United Fund of Metropolitan Chicago
 
Employer identification number

36-2167034
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 on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, 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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
Jewish United Fund of Metropolitan Chicago
  		Employer identification number

36-2167034
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
Jewish United Fund of Metropolitan Chicago
  		Employer identification number

36-2167034
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
Jewish United Fund of Metropolitan Chicago
  		Employer identification number

36-2167034
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(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) (2013)

Additional Data


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

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

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Jewish United Fund of Metropolitan Chicago
 
Employer identification number

36-2167034
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

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

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

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










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
30
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
11,480
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
11,510
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Part II-B, Line 1: JUF communicated with the Illinois Congressional delegation, state legislators and Federal and State Executive Branch officials on a variety of issues.
Schedule C (Form 990 or 990EZ) 2013

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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Jewish United Fund of Metropolitan Chicago
 
Employer identification number

36-2167034
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 .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
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 can 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 through 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, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax 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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 (ASC 958), 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), 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 (ASC 958) 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 65,486,111 59,429,027 57,935,378 53,699,233 47,732,313
b Contributions ........ 3,032,235 5,888,038 4,965,735 2,194,306 2,457,560
c Net investment earnings, gains, and losses 7,857,799 4,798,907 535,925 6,096,680 8,295,484
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		4,584,254 4,629,861 4,008,011 4,054,841 4,786,124
f Administrative expenses ....          
g End of year balance ...... 71,791,891 65,486,111 59,429,027 57,935,378 53,699,233
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet83.200 %
b
Permanent endowment SchDMd Bullet16.800 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
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)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
No
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................   15,769,551 6,648,264 9,121,287
e Other .................   210,968 28,340 182,628
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 9,303,915
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) State of Israel Bonds 		343,729 F

(B) Investment in Life Insurance Policies 		5,235,445 F

(C) Other Investments 		139,265 F

(D) JFMC Pooled Endowment Portfolio, LLC 		69,698,312 F





Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 75,416,751
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) Due from Participating Employers for Pension Benefits 16,768,173
(2) Due from JFMC Facilities Corporation 63,848







Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 16,832,021
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
Liability for Pension Benefits 28,180,499
Due to Jewish Federation of Metropolitan Chicago 4,055,107







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 32,235,606
2. Liability for uncertain tax positions In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Part V, Line 4: The endowment funds (which include both board designated and permanently restricted funds) were established over a period of several years via bequests received from certain donors' estates. Distributions are made from these endowment funds on an annual basis and transferred to the organization's undesignated fund to support the annual campaign. The endowment fund distributions are computed using a formal spending policy that has been approved by the Board of Directors.
Part X, Line 2: Jewish United Fund, an Illinois not-for-profit corporation, is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law, except for taxes pertaining to unrelated business income, if any. Jewish United Fund has adopted the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Jewish United Fund may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Jewish United Fund and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. At December 31, 2013, there were no unrecognized tax benefits identified or recorded as liabilities. Jewish United Fund files forms 990 in the U.S. federal jurisdiction and the State of Illinois. Jewish United Fund is no longer subject to examination by the Internal Revenue Service for years before 2010.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Jewish United Fund of Metropolitan Chicago
 
Employer identification number

36-2167034
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
Israel 1 4 Program Services Oversight and monitoring of grants and missions 532,647
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 1 4 532,647
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 1 4 532,647
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


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Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Jewish United Fund of Metropolitan Chicago
 
Employer identification number

36-2167034
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
Siegel Marketing Group
1845 N Farwell Ave Suite 300
 
Milwaukee, WI53202 		Phone solicitation   No 311,044 75,589 235,455
             
             
             
             
             
             
             
             
             
Total .................right arrow 311,044 75,589 235,455
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
IL
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

YLD Big Event
(event type) 		(b) Event #2

The Vanguard Dinner
(event type) 		(c) Other events

7
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 250,780 153,700 175,590 580,070
2 Less: Contributions . .        
3 Gross income (line 1
minus line 2) . . . 		250,780 153,700 175,590 580,070
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . . 177,987 110,222 160,426 448,635
7 Food and beverages .        
8 Entertainment . . . 125,000 52,784 39,000 216,784
9 Other direct expenses . 113,092 69,825 36,504 219,421
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 884,840
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -304,770
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2013
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
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
Jewish United Fund of Metropolitan Chicago
 
Employer identification number
36-2167034
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. Part II can be duplicated if additional space is needed.
(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) Jewish Federation of Metropolitan Chicago
30 South Wells Ste 4049
Chicago,IL60606 		36-2167761 501(C)(3) 31,783,859       To support a range of nonprofit organizations which address humanitarian, health and welfare needs.
(2) Jewish Federations of North America
25 Broadway
New York,NY10004 		13-1624240 501(C)(3) 32,347,579       Regular campaign & Israel emergency campaign
(3) The Ark
6450 N California Ave
Chicago,IL60645 		23-7164967 501(C)(3) 29,500       General Operations
(4) Jewish Community Centers of Chicago
30 South Wells St
Chicago,IL60606 		36-2167758 501(C)(3) 104,300       EZRA and Other Programming
(5) Council for Jewish Elderly
3003 W Touhy Ave
Chicago,IL60645 		36-2727597 501(C)(3) 86,000       General Operations
(6) Ida Crown Jewish Academy
2828 W Pratt Boulevard
Chicago,IL60645 		36-2167009 501(C)(3) 100,000       General Operations
(7) Hebrew Theological College
7135 Carpenter Road
Skokie,IL60077 		36-2167095 501(C)(3) 150,000       General Operations
(8) Associated Talmud Torahs
2828 W Pratt Boulevard
Chicago,IL60645 		36-2169123 501(C)(3) 18,600       General Operations
(9) Arie Crown Hebrew Day School
4600 Main St
Skokie,IL60076 		36-2129620 501(C)(3) 100,000       General Operations
(10) Jewish Child & Family Services
216 W Jackson Blvd 800
Chicago,IL60606 		36-2167757 501(C)(3) 420,330       General Operations
(11) Friends of Project Heart
PO Box 170800
Milwaukee,WI53217 		45-3125708 501(C)(3) 50,000       General Operations
(12) Maot Chitim
7366 N Lincoln Avenue
Lincolnwood,IL60712 		36-3398501 501(C)(3) 17,500       General Operations
(13) Hebrew Immigrant Aid Society
333 Seventh Avenue 5th Floor
New York,NY10001 		13-5633307 501(C)(3) 30,000       General Operations
(14) United Against Nuclear Iran
45 Rockefeller Plaza 2162
New York,NY10111 		26-2387657 501(C)(3) 25,000       General Operations
(15) Jewish Federation of Palm Beach County
4601 Community Dr
West Palm Beach,FL33417 		59-0948696 501(c)(3) 100,000       General Operations
(16) Jewish Federation of South Palm Beach County
9901 Donna Klein Blvd
Boca Raton,FL33428 		59-1945109 501(C)(3) 50,000       General Operations
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
16
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
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.
Part III can be duplicated 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












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Part I, Line 2: Grants made by the Jewish Federation of Metropolitan Chicago (Federation)/Jewish United Fund of Metropolitan Chicago in the United States are monitored through an extensive process involving professionals and nearly 200 volunteers that includes submission of budgetary and programmatic information as well as face to face meetings with many of the grant recipients. The process entails submission and review of fiscal information (including updated budgets and audits) as well as program specific information including outcome measures when appropriate. Grants made to the Federation are then allocated to various affiliate agencies which have a long relationship with the Jewish United Fund and the Federation and notwithstanding this, both lay and professional leadership continue to assess the use of grants that are provided to them. The review is accompanied by face to face site visits in which programs funded by the Jewish United Fund and the Federation are reviewed. The Jewish United Fund and the Federation also take into account information that the grantees provide to accrediting and other funding bodies. The grants made to The Ark, Jewish Community Centers of Chicago, Council for Jewish Elderly, Ida Crown Jewish Academy, Hebrew Theological College, Associated Talmud Torahs, Jewish Child & Family Services, and Arie Crown Hebrew Day School represent pass-through grants made per the request of certain donor designated gifts. In addition to these allocations, Jewish Federation of Metropolitan Chicago also makes more significant grants to these organizations to support their general operations. Jewish United Fund of Metropolitan Chicago reports grants on Schedule I to The Jewish Federations of North America (JFNA), which is a 501(c)(3) domestic U.S. charity. JFNA sends the vast majority of this grant amount to nonprofit organizations in Israel and other countries. JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA, and the American Jewish Joint Distribution Committee (JDC) each file separate Form 990s and report each specific grant in detail on their Schedule F.
Schedule I (Form 990) 2013


Additional Data


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Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Jewish United Fund of Metropolitan Chicago
 
Employer identification number

36-2167034
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 or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
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 Regulations 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (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 as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)Steven B NasatirPresident (i)
(ii)		 353,143
117,714 		0
0 		45,904
15,301 		60,292
20,097 		14,842
4,947 		474,181
158,059 		0
0
(2)David BriefChief Investment Officer (i)
(ii)		 346,502
0 		80,000
0 		0
0 		74,855
0 		6,851
0 		508,208
0 		0
0
(3)Jeffrey L CohenSenior VP-Fin. Resource Development (i)
(ii)		 85,137
180,917 		0
0 		8,509
18,081 		48,622
103,323 		3,065
6,514 		145,333
308,835 		0
0
(4)David S RosenSenior Vice President - Endowments (i)
(ii)		 0
290,523 		0
0 		0
13,322 		0
126,407 		0
9,666 		0
439,918 		0
0
(5)Michael TarnoffExecutive Vice President - CFO (i)
(ii)		 117,854
117,854 		0
0 		51,119
51,119 		5,075
5,075 		5,152
5,152 		179,200
179,200 		0
0
(6)Louis LazovskyVice President - Human Resources (i)
(ii)		 175,814
43,953 		0
0 		1,227
307 		48,312
12,078 		13,590
3,398 		238,943
59,736 		0
0
(7)Jay TcathExecutive Vice President (i)
(ii)		 119,318
124,188 		0
0 		186
194 		21,869
22,762 		4,694
4,885 		146,067
152,029 		0
0
(8)Rachel SternbergSenior Vice President - Campaign (i)
(ii)		 243,029
0 		0
0 		0
0 		34,428
0 		7,450
0 		284,907
0 		0
0
(9)Adina TorchmanAssoc. VP-Fin. Resource Development (i)
(ii)		 144,627
0 		0
0 		993
0 		105,363
0 		9,303
0 		260,286
0 		0
0
(10)Joseph SalcikVP - Information Systems & Services (i)
(ii)		 167,848
41,962 		0
0 		108
27 		28,196
7,049 		7,598
1,899 		203,750
50,937 		0
0
(11)David S RubovitsSenior VP - Planning and Allocations (i)
(ii)		 152,586
45,578 		0
0 		98
29 		21,606
6,454 		7,291
2,178 		181,581
54,239 		0
0
(12)James A PinkstonVice President - Accounting (i)
(ii)		 156,350
52,117 		0
0 		0
0 		4,650
1,550 		7,193
2,398 		168,193
56,065 		0
0
(13)Peter ChiswickController, Jewish Federation of Met (i)
(ii)		 147,095
7,742 		0
0 		1,041
55 		42,807
2,253 		8,875
467 		199,818
10,517 		0
0
(14)Aaron CohenVice President, Communications (i)
(ii)		 144,872
0 		0
0 		2,458
0 		52,004
0 		7,950
0 		207,284
0 		0
0
(15)Jim RosenbergChief of Staff (i)
(ii)		 185,414
0 		0
0 		113
0 		20,548
0 		1,136
0 		207,211
0 		0
0
(16)Sherryl SteinbergAssociate VP, Women's Division (i)
(ii)		 151,189
0 		0
0 		0
0 		13,630
0 		16,253
0 		181,072
0 		0
0
(17)Susan RifasVice President - Board Operations (i)
(ii)		 107,759
0 		0
0 		27,033
0 		27,370
0 		11,214
0 		173,376
0 		0
0
(18)Michael KotzinSenior Counselor to the President (i)
(ii)		 0
138,996 		0
0 		0
12,766 		0
0 		0
8,501 		0
160,263 		0
0
(19)Ann JohnsonAssistant VP - Contributor Relations (i)
(ii)		 138,435
0 		0
0 		294
0 		11,479
0 		1,230
0 		151,438
0 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Part I, Line 1a Social club dues are paid on behalf of appropriate employees conducting business there.
Part I, Line 4b Michael Tarnoff: The Jewish Federation has an agreement with Michael Tarnoff which provides for annual payments of $30,000 per year that began in 2009 and will end in 2019. Steven B. Nasatir: In 1999 the Jewish Federation entered into an agreement with Steven Nasatir that was contingent upon 5 more years of service as president and CEO and would result in annual payments of $50,000 per year (net of tax) beginning at age 64 and lasting throughout his lifetime. Dr. Nasatir began receiving payments under this agreement in 2009. During 2012, the Jewish Federation entered into a second agreement with Steven Nasatir which provides for annual payments of $5,000 beginning April 1, 2015 and lasting throughout his lifetime. The $50,000 and $5,000 annual payment amounts are to be adjusted annually in accordance with the CPI index. These benefits are payable to him only for as long as he lives. There are no guaranteed payment amounts and no survivor benefits at his death. In 2013, Steven Nasatir received payments of $70,848 from the first supplemental non-qualified retirement plan. Jeffrey Cohen: The Jewish Federation has an agreement with Jeffrey Cohen which provides for annual payments of $21,000 per year that began in 2013 and will end in 2023. In 2013, Jeffrey Cohen received payments totaling $3,500 under this agreement. David Rosen: The Jewish Federation has an agreement with David Rosen which provides for annual payments of $25,000 per year beginning in 2018 and lasting for ten years. Michael Kotzin: The Jewish Federation has an agreement with Michael Kotzin which provides for annual payments of $21,115 that began in 2006 and will end in 2016.
Part I, Line 7 David Brief's bonus is determined by his supervisor based upon an annual evaluation form that requires a numerical ranking from 1 to 10 in various categories, which is customary for Chief Investment Officers.
Schedule J (Form 990) 2013

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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Jewish United Fund of Metropolitan Chicago
 
Employer identification number

36-2167034
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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
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 assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
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) Associated Agencies Inc
  		See below 102,318 See below   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L, Part IV: (b), Relationship between interested persons and the organization: Max Schrayer, Director is the principal owner and CEO of Associated Agencies, Inc. Joshua B. Herz, Director, is the President of Associated Agencies, Inc. Schedule L, Part IV: (b), Description of Transaction: Associated Agencies, Inc. is JUF's primary broker for liability insurance. During the year ended December 31, 2013, JUF paid Associated Agencies, Inc. approximately $102,318 for such insurance. JUF regularly receives competitive bids from other insurance companies and Mr. Schrayer does not participate in any decision-making or voting regarding the purchase of insurance. In order to verify that this relationship between JUF and Associated Agencies, Inc. would not cause any conflict of interest problems, before Mr. Schrayer was nominated as Board Chairman for 2010, JUF established an ad hoc Ethics Committee which reviewed: 1) an analysis prepared by its legal counsel which addressed potential conflict of interest implications; and 2) the process by which JUF purchases its insurance policies. After completing its review, the ad hoc subcommittee made a number of recommendations aimed at ensuring that Mr. Schrayer would be distanced from decision-making on the purchase of insurance in a fashion that would prevent a potential conflict of interest. Those recommendations were then endorsed by the Executive Committee of the Board.In addition, at the request of the Executive Committee, JUF hired an independent insurance consulting firm to conduct a study to:1) assess the insurance brokerage, claims processing, advisory and related services provided by Associated Agencies,2) determine if the JUF insurance program properly addresses all of the major exposures to insurable loss presented by the JUF, and3) determine if the coverage is competitively priced.This study validated and confirmed that JUF is receiving appropriate and comprehensive insurance risk management policies and services at competitive prices.
Schedule L (Form 990 or 990-EZ) 2013

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 organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Jewish United Fund of Metropolitan Chicago
 
Employer identification number

36-2167034
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash 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 1,021 7,140,093 Fair Market Value
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 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
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Part I, Column (b): is the number of items contributed.
Schedule M (Form 990) (2013)
Additional Data


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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.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
Jewish United Fund of Metropolitan Chicago
 
Employer identification number

36-2167034
Return Reference Explanation
Form 990, Part VI, Section A, line 2 Lee I. Miller, Director and Alan P. Solow, Director, have a business relationship. Max Schrayer, Director, and Deborah Schrayer Karmin, Director, have a family relationship. Paula Resnick, Director, and Devra Resnick Shutan, Ex-Officio, have a family relationship. Max Schrayer, Director, and Joshua B. Herz, Director, have a family and business relationship.
Form 990, Part VI, Section A, line 6 Jewish Federation of Metropolitan Chicago (Federation) is the sole member of Jewish United Fund of Metropolitan Chicago (JUF).
Form 990, Part VI, Section A, line 7a As the sole member of the organization, Federation elects all of the directors of JUF.
Form 990, Part VI, Section B, line 11 A copy of the Form 990 was provided to the Board Chairman and all Audit Committee members prior to filing. The Audit Committee Chairman then informed the full Board of Directors that Committee members reviewed the Form 990 and a copy was made available to all board members prior to filing with the IRS.
Form 990, Part VI, Section B, line 12c A conflict of interest questionnaire is circulated to all board members (directors), "officers" and key employees on an annual basis. This process is managed by JUF's Vice President of Board Operations who ensures all questionnaires are completed. The completed questionnaires are reviewed by management and any conflicts are disclosed to the Board of Directors. If a director does have a conflict or business relationship with JUF, he or she is required to abstain from any votes related to that matter. The conflict of interest policy is monitored throughout the year. Additionally, we require board members, officers, and key employees to complete a Form 990 questionnaire each year.
Form 990, Part VI, Section B, line 15 JUF has a compensation committee comprised of the Board Chairman, Audit Committee Chairman, Overall Planning and Allocations (Budget) Committee Chairman and outside legal counsel. This committee uses comparable data from other large nonprofit organizations to ensure compensation for JUF executives is consistent with the market, including but not limited to an annual Total Compensation Survey of large city Jewish Federations that is coordinated through the national Jewish Federations of North America organization and conducted each year by the Hay Group, a nationally recognized expert in the field of compensation consulting. The compensation committee approves compensation for the President of JUF and other officers and key employees. The process for determining the compensation for officers and key employees is documented by the compensation committee.
Form 990, Part VI, Section C, line 18 The organization provides a link to GuideStar on its website for an electronic copy of the Form 990.
Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy and audited financial statements are made available to all volunteer members of the Board of Directors. In addition, the organization's governing documents, conflict of interest policy and audited financial statements are available to the public on JUF's website.
Form 990, Part XI, line 9: Pension-related changes other than pension expense 435,229. Unexpended prior year allocations payable 589,864.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Jewish United Fund of Metropolitan Chicago
 
Employer identification number

36-2167034
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) 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










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 entity?
Yes No
(1) Jewish Federation of Metropolitan Chicago

30 South Wells Suite 4049

Chicago,IL60606
36-2167761 		Social Welfare Institution IL 501(c)(3) Line 7 N/A
 
No
(2) JFMC Facilities Corporation

30 South Wells Suite 4049

Chicago,IL60606
36-3368912 		Property Management of Related Non-Profit Organizations IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(3) Karl Perl Charitable Trust

30 South Wells Suite 4049

Chicago,IL60606
46-6113637 		Support the Jewish United Fund IL 501(c)(3) Line 11a, I Jewish United Fund of Metropolitan Chicago
 
Yes
 
(4) 1261 Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4018186 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(5) Arnold I & Bette Sobel Foundation

30 South Wells Suite 4049

Chicago,IL60606
31-1528640 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(6) Bellows Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3864415 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(7) BLS Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4420871 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(8) Bucksbaum Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4341914 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(9) Charles & Audrey Dann Charitable Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4018189 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(10) Chicago Center for Jewish Genetic Disorders

30 South Wells Suite 4049

Chicago,IL60606
20-0120266 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(11) The First Spoke Foundation

30 South Wells Suite 4049

Chicago,IL60606
20-0894628 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(12) Crown Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3330462 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(13) Epstein Wenger Family Support Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4380168 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(14) Eva Cooper Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3436617 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(15) Glickman Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3857009 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(16) Goodman Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4018187 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(17) Harvey L Miller Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
90-0187252 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(18) Helene Diamond & Jorde Nathan Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4157242 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(19) Hillel of Illinois Endowment Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4310755 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(20) Irvin & Ruth Swartzberg Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3864416 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(21) Lawrence E & Nancy S Glick Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3662985 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(22) Leibow Family Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
20-1420425 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(23) Leonard and Diane Sherman Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4345181 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(24) Leonard Rose Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4420873 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(25) Lya and Louis Rosenblum Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
31-1529058 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(26) Manfred and Fern Steinfeld Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4244346 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(27) Michael Reese Health Trust

150 North Wacker Drive Suite 2320

Chicago,IL60606
36-2170910 		Private Foundation IL 501(C)(3) PF Jewish Federation of Metropolitan Chicago
 
 
No
(28) Prairie Minerals Foundation

30 South Wells Suite 4049

Chicago,IL60606
32-0062771 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(29) The Pritzker Family Philanthropic Fund

71 S Wacker Drive Ste 4600

Chicago,IL60606
36-3623264 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(30) Ring Family Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
20-1642012 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(31) Robert L & Sylvia M Haag Foundation

30 South Wells Suite 4049

Chicago,IL60606
30-0149729 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(32) Rose Family Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
20-5389086 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(33) Sarnoff Levin Family Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4157233 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(34) Seder Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3988995 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(35) Tamar & Jonathan Koschitzky Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
30-0149723 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(36) The Robert and Yadelle Sklare Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4389423 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(37) Weiss Memorial Hospital Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4413031 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(38) Z Frank Camp Apachi Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-3833108 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(39) Wagner Descendant's Foundation

30 South Wells Suite 4049

Chicago,IL60606
20-4004517 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(40) Sisyphus Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
20-5944850 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(41) Eve and Stuart L Pinkert Family Charitable Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-7230842 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(42) Robert U & Roberta Goldman Family Foundation

30 South Wells Suite 4049

Chicago,IL60606
20-3921714 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(43) Carol Lavin Bernick Family Supporting Foundation

30 South Wells Suite 4049

Chicago,IL60606
36-4067510 		Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
(44) JFMCP3 Corporation

30 South Wells Suite 4049

Chicago,IL60606
26-2053862 		Supporting Organization IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



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

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



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

30 S Wells Suite 4049
Chicago,IL60606
98-0579113 		Special Purpose Investment Vehicle Established to Hold Private Capital Invst DE N/A
 N/A       No     No  
(2) Tbuwah Fund LP

30 S Wells Suite 4049
Chicago,IL60606
20-0291210 		Special Purpose Investment Vehicle Established to Hold Private Capital Invst NY N/A
 N/A       No     No  
(3) JFMC Pooled Endowment Portfolio LLC

30 S Wells Suite 4049
Chicago,IL60606
45-1610644 		See Sch. R, Part VII IL N/A
 N/A       No     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
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Charitable Remainder Unitrusts (25)

 
 
Charitable Trust IL Jewish Federation of Metropolitan Chicago
  		T         No
(2) Charitable Remainder Annuity Trusts (10)

 
 
Charitable Trust IL Jewish Federation of Metropolitan Chicago
  		T         No










Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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 or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
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 related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
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)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(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 Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R, Part III, column (b), Primary Activity - JFMC Pooled Endowment charitable organizations pursuing Jewish philanthropic goals and provides access to professional investment management, administration, and reporting for its members.
Schedule R, Part IV, Identification of Related Organizations Taxable as privacy, and in accordance with the 2013 IRS instructions for Schedule R, the organization has refrained from disclosing the details of split interest trusts and has instead reported the aggregate number of charitable remainder unitrusts and charitable remainder annuity trusts. The trusts listed are domiciled in Illinois.
Schedule R (Form 990) 2013
Additional Data


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