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 07-01-2013 , 2013, and ending 06-30-2014
BCheck if applicable:
CName of organization
MILWAUKEE JEWISH FEDERATION INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1360 NORTH PROSPECT AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53202
D Employer identification number

39-0806312
E Telephone number

G Gross receipts $ 104,758,070
F Name and address of principal officer:
HANNAH ROSENTHAL
1360 NORTH PROSPECT AVENUE
MILWAUKEE,WI53202
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.MILWAUKEEJEWISH.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: 1938
M State of legal domicile: WI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THROUGH THE DEVELOPMENT OF COMMUNITY-WIDE FINANCIAL SUPPORT, PLANNING AND ALLOCATIONS, THE MISSION OF THE MILWAUKEE JEWISH FEDERATION IS TO ENSURE THE CONTINUITY OF THE JEWISH PEOPLE, TO ENHANCE THE QUALITY OF JEWISH LIFE AND TO BUILD A STRONG, UNIFIED AND INCLUSIVE JEWISH COMMUNITY IN MILWAUKEE. IN ISRAEL AND THROUGHOUT THE WORLD THE MILWAUKEE JEWISH FEDERATION FUNCTIONS AS THE CONVENER OF THE JEWISH COMMUNITY IN MILWAUKEE, ENGAGED IN COMMUNITY PLANNING AND THE RAISING AND ALLOCATION OF FUNDS-INCLUDING MONIES THAT SUPPORT ELEVEN CONSTITUENT AGENCIES WHICH ARE INDEPENDENT 501(C)(3) ORGANIZATIONS IN ORDER TO FULFILL ITS MISSION. THE MILWAUKEE JEWISH FEDERATION ALSO ADMINISTERS A SERIES OF DIRECT PROGRAM SERVICES. THE LARGEST OF THESE ARE THE COALITION FOR JEWISH LEARNING, THE JEWISH MUSEUM MILWAUKEE AND "THE WISCONSIN JEWISH CHRONICLE"
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 71
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 71
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 66
6 Total number of volunteers (estimate if necessary) ............. 6 700
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 248,446
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -1,952
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 19,003,661 20,956,313
9 Program service revenue (Part VIII, line 2g) ......... 2,202,669 2,210,322
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 7,592,324 7,174,309
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 376,845 174,683
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 29,175,499 30,515,627
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 15,064,529 11,608,907
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 3,499,855 3,677,021
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,423,268    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 8,501,644 8,765,738
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 27,066,028 24,051,666
19 Revenue less expenses. Subtract line 18 from line 12....... 2,109,471 6,463,961
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 184,294,163 198,339,311
21 Total liabilities (Part X, line 26)............. 72,297,241 67,870,354
22 Net assets or fund balances. Subtract line 21 from line 20..... 111,996,922 130,468,957
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
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: THROUGH THE DEVELOPMENT OF COMMUNITY-WIDE FINANCIAL SUPPORT, PLANNING AND ALLOCATIONS, THE MISSION OF THE MILWAUKEE JEWISH FEDERATION IS TO ENSURE THE CONTINUITY OF THE JEWISH PEOPLE, TO ENHANCE THE QUALITY OF JEWISH LIFE AND TO BUILD A STRONG, UNIFIED AND INCLUSIVE JEWISH COMMUNITY IN MILWAUKEE, IN ISRAEL, AND THROUGHOUT THE WORLD THE MILWAUKEE JEWISH FEDERATION FUNCTIONS AS THE CONVENER OF THE JEWISH COMMUNITY IN MILWAUKEE, ENGAGED IN COMMUNITY PLANNING AND THE RAISING AND ALLOCATION OF FUNDS-INCLUDING MONIES THAT SUPPORT ELEVEN CONSTITUENT AGENCIES WHICH ARE INDEPENDENT 501(C)(3) ORGANIZATIONS IN ORDER TO FULFILL ITS MISSION. THE MILWAUKEE JEWISH FEDERATION ALSO ADMINISTERS A SERIES OF DIRECT PROGRAM SERVICES. THE LARGEST OF THESE ARE THE COALITION FOR JEWISH LEARNING, THE JEWISH MUSEUM MILWAUKEE AND "THE WISCONSIN JEWISH CHRONICLE"
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the 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 $ 510,287 including grants of $ 0 ) (Revenue $ 272,940 )
THE JEWISH MUSEUM MILWAUKEE IS DEDICATED TO PRESERVING AND PRESENTING THE HISTORY OF THE JEWISH PEOPLE IN SOUTHEASTERN WISCONSIN AND CELEBRATING THE CONTINUUM OF JEWISH HERITAGE AND CULTURE. THE HISTORY OF AMERICAN JEWS IS ROOTED IN THOUSANDS OF YEARS OF SEARCHING FOR FREEDOM AND EQUALITY. WE ARE COMMITTED TO SHARING THIS STORY AND THE LIFE LESSONS IT BRINGS WITH IT, SO THAT WE MAY ENHANCE THE PUBLIC'S AWARENESS AND APPRECIATION OF JEWISH LIFE AND CULTURE INDIVIDUALS FROM AROUND THE COUNTRY. VISIT THE JEWISH MUSEUM MILWAUKEE AND LEARN ABOUT THE HISTORY OF THE JEWISH PEOPLE IN SOUTHEASTERN WISCONSIN SCHOOL GROUPS, SYNAGOGUE GROUPS, CHURCH GROUPS, OLDER ADULT GROUPS AND OTHERS. VISIT THE JMM AND ENJOY DOCENT-LED SPECIAL TOURS SCHOLARLY RESEARCHERS ARE ASSISTED WITH THEIR REQUESTS FOR INFORMATION AND MATERIALS BY THE ARCHIVES DEPARTMENT OF THE JEWISH MUSEUM MILWAUKEE. THE JEWISH MUSEUM MILWAUKEE IS EDUCATING THE JEWISH AND GENERAL COMMUNITIES ABOUT THE JEWISH PEOPLE, ABOUT IMMIGRATION AND ABOUT THE IMPORTANCE OF MUTUAL RESPECT AND TOLERANCE. IN ADDITION, IT IS MEETING THE RESEARCH NEEDS OF SCHOLARS FROM AROUND THE WORLD AND FINALLY, IT IS RAPIDLY BECOMING AN IMPORTANT CENTER FOR JEWISH INTELLECTUAL AND CULTURAL ACTIVITY.
4b (Code:   ) (Expenses $ 306,326 including grants of $ 0 ) (Revenue $ 288,058 )
THE MISSION OF "THE CHRONICLE" IS TO PROVIDE NEWS OF A LOCAL, NATIONAL AND INTERNATIONAL CHARACTER SO AS TO FOSTER A SENSE OF COMMUNITY WITHIN THE JEWISH POPULATION OF WISCONSIN, PROVIDE INFORMATION AND INTERPRETATION CONCERNING JEWISH LIFE THAT IS NOT AVAILABLE THROUGH LOCAL AND NATIONAL MEDIA, CREATE A FORUM FOR HEARING THOSE ISSUES OF A LOCAL, NATIONAL AND INTERNATIONAL NATURE THAT ARE IMPORTANT TO JEWS, SUPPORT THE PUBLISHER, THE MILWAUKEE JEWISH FEDERATION IN ITS COMMUNITY-BUILDING GOAL OF PROMOTING AWARENESS OF AND SUPPORT FOR THE VALUE OF JEWISH COMMUNITY, SERVE AS A COMMUNICATIONS VEHICLE THROUGH WHICH LOCAL ORGANIZATIONS, AGENCIES AND SYNAGOGUES CAN REPORT TO THEIR CONSTITUENCIES AND TO THE JEWISH COMMUNITY IN GENERAL AND THROUGH WHICH THEY CAN PUBLICIZE THEIR ACTIVITIES, RECORD COMMUNITY EVENTS AND LIFE CYCLE EVENTS THROUGH ARTICLES AND PHOTOGRAPHS, SO AS TO ACT AS A HISTORY OF THE COMMUNITY MAINTAIN AN ADVERTISING MEDIUM FOR REACHING THE JEWISH POPULATION.
4c (Code:   ) (Expenses $ 144,557 including grants of $ 0 ) (Revenue $ 8,000 )
COALITION FOR JEWISH LEARNING (CJL) THE COALITION FOR JEWISH LEARNING, THE EDUCATION PROGRAM OF THE MILWAUKEE JEWISH FEDERATION, CONTINUED TO SUPPORT AND INNOVATE IN THE AREA OF LOCAL JEWISH EDUCATION. A TEEN ENRICHMENT PROGRAM PROVIDES INNOVATIVE PROGRAMS TO INVOLVED TEENS IN COMPELLING JEWISH LEARNING EXPERIENCES. CJL COORDINATES A DAY SCHOOL SCHOLARSHIP COMMITTEE TO REVIEW APPLICATIONS FOR FINANCIAL AID AT DAY SCHOOLS AND DISTRIBUTE $500,000 IN SCHOLARSHIP GRANT DOLLARS FROM THE HELEN BADER FOUNDATION.
(Code:   ) (Expenses $ 20,229,787 including grants of $ 11,608,907 ) (Revenue $ 1,390,926 )
OTHER PROGRAMS INCLUDING THE ISRAEL CENTER PROGRAM OF THE MILWAUKEE JEWISH FEDERATION PLAYS A KEY ROLE IN ENSURING ONGOING CULTURAL AND PERSONAL CONTACT BETWEEN THE MILWAUKEE JEWISH COMMUNITY AND ISRAEL, WITH A FOCUS ON THE REGION OF THE SOVEV KINNERET. MILWAUKEE JEWISH FEDERATION PROGRAM SERVICES ALSO INCLUDE THE JEWISH COMMUNITY FOUNDATION AND THE ENDOWMENT DEVELOPMENT PROGRAM OF THE MILWAUKEE JEWISH FEDERATION, WHICH FUNCTIONS AS THE CENTRAL ADDRESS FOR THE CHARITABLE AND ESTATE PLANNING ACTIVITIES OF HUNDREDS OF MEMBERS OF OUR COMMUNITY. THE HOLOCAUST EDUCATION RESOURCE CENTER IS DEDICATED TO HOLOCAUST REMEMBRANCE, EDUCATION AND THE PRESERVATION OF THE MEMORY OF ITS VICTIMS.
4d Other program services (Describe in Schedule O.)
(Expenses $ 20,229,787 including grants of $ 11,608,907 ) (Revenue $ 1,390,926 )
4e Total program service expensesMediumBullet21,190,957
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 I..........
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 II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
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
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
Yes
 
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
Yes
 
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
 
No
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
 
No
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
Yes
 
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................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
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
Yes
 
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
 
No
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
64
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
66
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
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. 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
 
No
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
71
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
71
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
Yes
 
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
 
No
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
WI , IL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you 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:
MediumBulletTHOMAS LINDOW1360 NORTH PROSPECT AVENUEMILWAUKEEWI53213 (414) 390-5700
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) ANDREA SCHNEIDER........................................................................
VICE-PRESIDENT
 1.00
........................40 		X   X       0 0 0
(2) JOAN LUBAR........................................................................
VICE-PRESIDENT
 1.00
.......................0.00 		X   X       0 0 0
(3) MARK GOLDSTEIN........................................................................
VICE-PRESIDENT
 1.00
.......................0.00 		X   X       0 0 0
(4) NANCY BARNETT........................................................................
VICE-PRESIDENT
 1.00
.......................0.00 		X   X       0 0 0
(5) STEPHEN CHERNOF........................................................................
VICE-PRESIDENT
 1.00
.......................0.00 		X   X       0 0 0
(6) SUSAN LUBAR SOLVANG........................................................................
VICE-PRESIDENT
 1.00
.......................0.00 		X   X       0 0 0
(7) DANIEL BADER........................................................................
TREASURER/CHAIR ELECT
 1.00
.......................0.00 		X   X       0 0 0
(8) DR SHARYL PALEY........................................................................
SECRETARY
 1.00
.......................0.00 		X   X       0 0 0
(9) BETTY CHRUSTOWSKI........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(10) ADAM BAZELON........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(11) ALAN BORSUK........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(12) ALLEN SAMSON........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(13) BETSY GREEN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(14) BRAD DALLET........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(15) BRIAN SCHUPPER........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(16) BRUCE ARBIT........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(17) DANNY ARNSTEIN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
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) DAVID ARNSTEIN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(19) DAVID LUBAR........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(20) DON GRANDE........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(21) EILEEN GRAVES........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(22) ELLIS BROMBERG........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(23) FELICIA MILLER........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(24) FRAN RICHMAN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(25) GERALD STEIN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(26) GWEN RIVKIN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(27) IDY GOODMAN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(28) JANE GELLMAN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(29) JAYNE BUTLEIN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(30) JERRY BENJAMIN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(31) JILL PLAVNICK........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(32) JODY KAUFMAN LOEWENSTEIN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(33) JOE DEVORKIN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(34) JOSEPH BERNSTEIN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(35) JOSH GIMBEL........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(36) JOSH RICHMAN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(37) JUDI KETTEN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(38) JUDY GUTEN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(39) KAREN SCHAPIRO........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(40) KEITH LINDENBAUM........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(41) LAURI ROTH........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(42) LILY GOREN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(43) LINDA MARCUS........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(44) LISA HILLER........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(45) LORI KIMMEL........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(46) LORRAINE HOFFMANN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(47) LOUISE STEIN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(48) MARCI TAXMAN........................................................................
MEMBER
 .30
........................40 		X           0 0 0
(49) MARK BRICKMAN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(50) MICHAEL LAPPIN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(51) MIRIAM FLEMING........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(52) MITCH MOSER........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(53) MOSHE KATZ........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(54) PETER WEIL........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(55) RABBI SHARI SHAMAH........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(56) RABBI WES KALMAR........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(57) RABBI YOSEF SCHLUSSEL........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(58) RACHAEL MARKS........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(59) REBECCA GURALNICK........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(60) ROB COHEN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(61) ROSALIE GELLMAN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(62) SARA HERMANOFF........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(63) SARAH HWANG........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(64) STAN AZIMOV........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(65) STEPHANIE DYKEMAN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(66) STEPHEN RICHMAN........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(67) SUE STRAIT........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(68) SUSAN ANGEL MILLER........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(69) SUZY ETTINGER........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(70) YONI SCHLUSSEL........................................................................
MEMBER
 .30
.......................0.00 		X           0 0 0
(71) MARLENE LAUWASSER........................................................................
BOARD CHAIR
 5.00
........................40 		X   X       0 0 0
(72) HANNAH ROSENTHAL........................................................................
PRESIDENT & CEO
 38.00
........................40 		    X       261,492 0 11,972
(73) THOMAS LINDOW........................................................................
CFO/COO
 38.00
.......................1.00 		    X       105,143 0 34,982
(74) CAREN GOLDBERG........................................................................
EXECUTIVE DIRECTOR
 38.00
.......................0.00 		        X   121,529 0 37,838
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 488,164 0 84,792
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet3
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. 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
NORTHTRACK CONSTRUCTION6938 N SANTA MONICA BLVD SUITE BFOX POINTWI53217 CONSTRUCTION PROJECT 153,157
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 279,020
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		20,677,293
g Noncash contributions included in lines
1a-1f:$ 		3,655,404
h Total. Add lines 1a-1f.......MediumBullet 20,956,313
Program Service RevenueAmt Business Code
2a RENT FROM EXEMPT BUILDING 900099 1,959,924 1,959,924    
b NEWSPAPER ADVERTISING 511110 250,398   250,398  
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 2,210,322
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 2,631,912   -1,952 2,633,864
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 77,967,122 675,000
b Less: cost or other basis and sales expenses 73,878,142 221,583
c Gain or (loss) 4,088,980 453,417
d Net gain or (loss)..........MediumBullet 4,542,397     4,542,397
8a Gross income from fundraising events (not including
$ 279,020
of contributions reported on line 1c). See Part IV, line 18 ..
a 28,300
b Less: direct expenses ...b 142,718
c Net income or (loss) from fundraising events..MediumBullet -114,418   -114,418
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 CEMETERY INCOME 900099 224,463     224,463
b            
c            
d All other revenue .... 64,638     64,638
e Total. Add lines 11a–11d ...... MediumBullet 289,101
12 Total revenue. See Instructions......MediumBullet 30,515,627 1,959,924 248,446 7,350,944
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 11,416,163 11,416,163
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 16 192,744 192,744
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees ....        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 2,951,932 1,068,802 1,034,163 848,967
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 88,329 35,717 30,981 21,631
9 Other employee benefits ....... 422,613 150,378 134,916 137,319
10 Payroll taxes ........... 214,147 78,215 69,884 66,048
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 75,160 24,944 33,089 17,127
c Accounting ........... 43,197 11,729 6,303 25,165
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 507,690 507,690    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 380,010 332,245 6,724 41,041
12 Advertising and promotion .... 78,021 23,266 93 54,662
13 Office expenses ....... 351,231 222,094 48,997 80,140
14 Information technology ...... 42,526 13,470 13,004 16,052
15 Royalties ..        
16 Occupancy ........... 1,948,979 1,822,311 41,089 85,579
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 50,525 17,628 9,151 23,746
20 Interest ........... 2,076,997 2,076,997    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 2,320,118 2,320,118    
23 Insurance .............. 118,219 104,684 7,744 5,791
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 RESERVE FOR ANNUAL CAMP 131,933 131,933    
b BAD DEBT EXPENSE 63,090 63,090    
c UBIT TAXES 4,358 4,358    
d
e All other expenses 573,684 572,381 1,303  
25 Total functional expenses. Add lines 1 through 24e 24,051,666 21,190,957 1,437,441 1,423,268
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 ............. 2,086,681 1 3,428,951
2 Savings and temporary cash investments ......... 6,998,974 2 5,659,034
3 Pledges and grants receivable, net ........... 5,558,086 3 3,917,051
4 Accounts receivable, net ............. 707,751 4 328,252
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 ............. 233,836 7 185,254
8 Inventories for sale or use .............. 2,471,363 8 2,338,488
9 Prepaid expenses and deferred charges .......... 203,742 9 116,887
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 64,279,894
b Less: accumulated depreciation ..... 10b 22,617,421 43,693,290 10c 41,662,473
11 Investments—publicly traded securities .......... 86,343,805 11 92,823,172
12 Investments—other securities. See Part IV, line 11 ..... 33,850,358 12 45,706,388
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 2,146,277 15 2,173,361
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 184,294,163 16 198,339,311
Liabilities 17 Accounts payable and accrued expenses ......... 1,171,622 17 1,210,984
18 Grants payable ................. 4,236,888 18 0
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities ............. 54,340,000 20 54,340,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 3,558,619 21 3,909,151
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.................... 8,990,112 25 8,410,219
26 Total liabilities. Add lines 17 through 25......... 72,297,241 26 67,870,354
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 .............. 68,814,987 27 81,828,645
28 Temporarily restricted net assets ........... 43,181,935 28 48,640,312
29 Permanently restricted net assets ...........   29  
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 ........... 111,996,922 33 130,468,957
34 Total liabilities and net assets/fund balances ........ 184,294,163 34 198,339,311
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
30,515,627
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
24,051,666
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
6,463,961
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
111,996,922
5
Net unrealized gains (losses) on investments ...............
5
11,989,906
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
18,168
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
130,468,957
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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number

39-0806312
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the 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.") .... 15,627,585 15,932,301 15,048,384 19,003,661 20,956,313 86,568,244
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 15,627,585 15,932,301 15,048,384 19,003,661 20,956,313 86,568,244
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).. 7,586,496
6 Public support. Subtract line 5 from line 4. 78,981,748
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.. 15,627,585 15,932,301 15,048,384 19,003,661 20,956,313 86,568,244
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 3,197,644 3,473,845 2,717,393 6,209,587 2,856,375 18,454,844
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 9,682 20,169 23,442 28,605   81,898
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). 105,104,986
12
12
10,055,635
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
75.150 %
15
15
76.640 %
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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number

39-0806312
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box 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
MILWAUKEE JEWISH FEDERATION INC
  		Employer identification number

39-0806312
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
MILWAUKEE JEWISH FEDERATION INC
  		Employer identification number

39-0806312
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
MILWAUKEE JEWISH FEDERATION INC
  		Employer identification number

39-0806312
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
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 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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number

39-0806312
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 377  
2 Aggregate contributions to (during year) ... 10,718,081  
3 Aggregate grants from (during year) ..... 7,842,126  
4 Aggregate value at end of year ........ 38,646,262  
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 $ 0
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $ 245,684
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 $ 0
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $ 0
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 .... 41,488,280 37,875,337 36,895,067 30,522,757 26,798,812
b Contributions ........ 2,123,790 2,956,773 3,823,768 3,252,377 2,011,321
c Net investment earnings, gains, and losses 6,958,219 4,559,973 133,124 5,008,086 3,923,028
d Grants or scholarships ..... 3,676,106 3,272,088 2,230,311 1,621,130 1,952,548
e Other expenditures for facilities
and programs ........ 		217,396 238,815 290,640    
f Administrative expenses .... 436,460 392,900 455,671 267,023 257,856
g End of year balance ...... 46,240,327 41,488,280 37,875,337 36,895,067 30,522,757
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet100.000 %
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)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
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 .................   2,643,763 2,643,763
b Buildings ................   53,895,752 18,182,256 35,713,496
c Leasehold improvements ............   842,753 497,970 344,783
d Equipment ................   6,604,957 3,937,195 2,667,762
e Other .................   292,669   292,669
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 41,662,473
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) PRIVATE EQUITY FUNDS 		725,173 F

(B) HEDGE FUNDS 		311,410 F

(C) OTHER ALTERNATIVE INVESTMENTS 		28,788,903 F

(D) OTHER STRUCTURED PRODUCTS 		15,493,186 F

(E) PARTNERSHIP INTERESTS 		387,716 C




Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 45,706,388
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








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
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  
POST-RETIREMENT BENEFIT LIABILITY 33,400
DEFERRED SUPPORT OF CHARITABLE GIFT ANNUITIES 3,456,169
INTEREST RATE SWAP 4,920,650






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 8,410,219
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 41,904,130
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 11,989,906
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 142,718
e Add lines 2a through 2d ..................... 2e 12,132,624
3 Subtract line 2e from line 1..................... 3 29,771,506
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 744,121
c Add lines 4a and 4b....................... 4c 744,121
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 30,515,627
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 24,194,384
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 142,718
e Add lines 2a through 2d...................... 2e 142,718
3 Subtract line 2e from line 1..................... 3 24,051,666
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 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 24,051,666
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 III, LINE 4: THE JEWISH MUSEUM MILWAUKEE PRESERVES AND PRESENTS THE JEWISH EXPERIENCE THROUGH THE LENS OF GREATER MILWAUKEE, AND CELEBRATES THE CONTINUUM OF JEWISH HERITAGE AND CULTURE. THE ARCHIVES, EXHIBITIONS, PROGRAMS AND PUBLICATIONS SHALL INSPIRE PUBLIC APPRECIATION FOR THE DIVERSITY OF JEWISH LIFE IN A LOCAL AND GLOBAL HISTORIC CONTEXT. GOALS OF THE JEWISH MUSEUM ARE: -TO COLLECT, PRESERVE AND PRESENT THE RECORDS AND ARTIFACTS THAT DOCUMENT THE JEWISH EXPERIENCE -TO IMPART A SENSE OF JEWISH HISTORY AND CONTINUITY FOR PRESENT AND FUTURE GENERATIONS -TO PROVIDE A SENSE OF RELIGION AND CULTURAL IDENTITY FOR MEMBERS OF THE JEWISH COMMUNITY -TO PROMOTE INTER-FAITH UNDERSTANDING BY PROVIDING A CENTRAL JEWISH RESOURCE ACCESSIBLE TO THE GREATER METROPOLITAN AREA -TO FULFILL THE OUTREACH AND COMMUNITY-BUILDING MANDATE OF THE MILWAUKEE JEWISH FEDERATION
PART IV, LINE 2B: ASSETS HELF ON BEHALF OF CEMETERY CEMETERY PROPERTY AND EQUIPMENT AND AN INVESTMENT PORTFOLIO INTENDED TO SATISFY CEMETERY OPERATING EXPENSES WERE TRANSFERRED TO THE FEDERATION IN 1988. THE ASSETS ARE INCLUDED IN THE FEDERATIONS INVESTMENTS AND PROPERTY AND EQUIPMENT; CEMETERY PAYABLES ARE INCLUDED IN THE FEDERATIONS ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. THE EXCESS OF CEMETERY ASSETS OVER LIABILITIES IS RECORDED AS A LONG-TERM LIABILITY IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF FINANCIAL POSITION AS THE ENTIRE TRANSFER IS REVOCABLE UPON 60 DAYS NOTICE TO OR FROM THE FEDERATION.
PART V, LINE 4: THE ENDOWMENTS WILL FORM A PERMANENT BASE OF SUPPORT FOR OUR LOCAL COMMUNITY, OUR AGENCIES, AND OUR PROGRAMS.
PART X, LINE 2: THE FEDERATION RECOGNIZES THE BENEFITS OF A TAX POSITION ONLY AFTER DETERMINING WHETHER IT IS MORE LIKELY THAN NOT THAT THE TAXING AUTHORITY WOULD SUSTAIN THE TAX POSITION UPON EXAMINATION OF THE TECHNICAL MERITS OF THE TAX POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. THE FEDERATION RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. TAX RETURNS FOR THE TAX YEARS 2011 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 142,718.
PART XI, LINE 4B - OTHER ADJUSTMENTS: DIVIDEND FROM HUD 111,538. CHANGE IN TRUST LIABILITIES 632,583.
PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 142,718.
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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number

39-0806312
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
MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. GENERAL SUPPORT 192,744
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 192,744
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 192,744
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)
MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 7,500 CHECK      
MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 5,000 CHECK      
MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 5,000 CHECK      
MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 5,000 CHECK      
MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 22,880 CHECK      
MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 6,000 CHECK      
MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 20,000 CHECK      
MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 21,188 CHECK      
MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 5,060 CHECK      
MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 10,000 CHECK      
MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 85,116 CHECK      
             
             
             
             
             
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
11
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
PART I, LINE 2: A VOLUNTEER COMMITTEE DETERMINES GRANTS TO BE MADE. MILWAUKEE JEWISH FEDERATION STAFF MONITORS THE ACTUAL DISTRIBUTION OF GRANTS AND THE USAGE OF THE GRANT FUNDS. THE GRANTS ARE MADE TO U.S ORGANIZATIONS WHOSE PRIMARY OBJECTIVES ARE TO DO WORK OVERSEAS.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


Software ID:  
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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number

39-0806312
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
 
DURKIN ASSOCIATES
1437 N PROSPECT AVE 2
 
MILWAUKEE, WI53202 		FUNDRAISING CONSULTANT   No 822,954 113,000 709,954
             
             
             
             
             
             
             
             
             
Total .................right arrow 822,954 113,000 709,954
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.
WI, 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

ECONOMIC FORUM
(event type) 		(b) Event #2

KRISTALLNACHT COMMEMORATION
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 147,025 160,295   307,320
2 Less: Contributions . . 122,025 156,995   279,020
3 Gross income (line 1
minus line 2) . . . 		25,000 3,300   28,300
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . .   5,309   5,309
7 Food and beverages . 12,581 26,868   39,449
8 Entertainment . . . 25,000 6,768   31,768
9 Other direct expenses . 48,620 17,572   66,192
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 142,718
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -114,418
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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number
39-0806312
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. 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) 1036 FRIENDS INC
PO BOX 88401
MILWAUKEE,WI532880401 		39-6081120 501(C)(3) 11,430       GENERAL SUPPORT
(2) AIDS RESOURCE CENTER OF WISCONSIN INC
820 N PLANKINTON AVENUE
MILWAUKEE,WI53203 		39-1534049 501(C)(3) 7,250       GENERAL SUPPORT
(3) ALEH FOUNDATION USA
5317 13TH AVENUE
BROOKLYN,NY11219 		11-2716763 501(C)(3) 10,000       GENERAL SUPPORT
(4) ALVERNO COLLEGE
PO BOX 343922 3400 S 43RD ST
MILWAUKEE,WI532343922 		39-0806263 501(C)(3) 5,850       GENERAL SUPPORT
(5) ALZHEIMER'S ASSOCIATION
730 HIGHWAY 111 STE 202
RANCHO MIRAGE,CA92270 		94-2897949 501(C)(3) 5,000       GENERAL SUPPORT
(6) ALZHEIMER'S ASSOCIATION-SOUTHEAST WISCONSIN CHAPTER
620 S 76 STREET STE 160
MILWAUKEE,WI53214 		39-1350965 501(C)(3) 15,400       GENERAL SUPPORT
(7) ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC
225 N MICHIGAN AVE 1700
CHICAGO,IL60601 		13-3039601 501(C)(3) 5,000       GENERAL SUPPORT
(8) AMERICAN FRIENDS OF YESHIVA ZICHRON DOVID
14419 76TH AVE
FLUSHING,NY11367 		01-0681969 501(C)(3) 5,000       GENERAL SUPPORT
(9) ANSHE SFARD KEHILLAT TORAH
6717 N GREEN BAY AVENUE
GLENDALE,WI53209 		39-1572032 501(C)(3) 23,202       GENERAL SUPPORT
(10) ARTS AT LARGE INC
908 S 5TH STREET
MILWAUKEE,WI55320 		33-1114575 501(C)(3) 10,000       GENERAL SUPPORT
(11) ARTS CENTER OF COASTAL CAROLINA
14 SHELTER COVE LANE
HILTON HEAD ISLAND,SC29928 		57-1035817 501(C)(3) 7,500       GENERAL SUPPORT
(12) ARZA WORLD UNION NO AMER-KEHILLAT YOZMA
633 THIRD AVENUE
NEW YORK,NY100176778 		13-1663143 501(C)(3) 31,200       GENERAL SUPPORT
(13) ASPEN INSTITUTE INC
1000 N THIRD STREET
ASPEN,CO81611 		84-0399006 501(C)(3) 7,050       GENERAL SUPPORT
(14) ASSOCIATION OF GOVERNING BOARDS OF UNIVERSITIES AND COLLEGES
1133 20TH STREET NW SUITE 300
WASHINGTON,DC20036 		84-0502574 501(C)(3) 5,000       GENERAL SUPPORT
(15) AURORA SINAI MEDICAL CENTER
945 N 12TH STREET
MILWAUKEE,WI53233 		39-0806181 501(C)(3) 5,000       GENERAL SUPPORT
(16) B'NAI AVIV
1410 INDIAN TRACE
WESTON,FL33326 		65-0096470 501(C)(3) 6,500       GENERAL SUPPORT
(17) B'NAI B'RITH YOUTH ORG WI REGION BBYO
6255 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		31-1794932 501(C)(3) 5,000       GENERAL SUPPORT
(18) BETHLEHEM CHABAD
493 DELAWARE
DELMAR,NY12054 		45-3828519 501(C)(3) 10,200       GENERAL SUPPORT
(19) BETTY FORD CENTER FOUNDATION
41990 COOK STREET SUITE C 301
PALM DESERT,CA92211 		95-3863994 501(C)(3) 22,880       GENERAL SUPPORT
(20) BIG BROTHERS AND BIG SISTERS OF METROPOLITAN MILWAUKEE INC
788 N JEFFERSON STREET STE 600
MILWAUKEE,WI532023739 		39-1239687 501(C)(3) 12,000       GENERAL SUPPORT
(21) BOYS AND GIRLS CLUB OF GREATER MILWAUKEE INC
1558 N 6TH STREET
MILWAUKEE,WI53212 		39-0806292 501(C)(3) 12,000       GENERAL SUPPORT
(22) CANCER AWARENESS THROUGH RESEARCH AND EDUCATION ASSOCIATION
PO BOX 3740
CAREFREE,AZ853773740 		20-3771288 501(C)(3) 5,300       GENERAL SUPPORT
(23) CATHEDRAL CENTER INC
845 N VAN BUREN ST
MILWAUKEE,WI532023918 		74-3038890 501(C)(3) 8,000       GENERAL SUPPORT
(24) CENTER FOR EARLY EDUCATION
563 N ALFRED ST
LOS ANGELOS,CA90048 		95-1768857 501(C)(3) 12,500       GENERAL SUPPORT
(25) CHABAD AT COLUMBIA UNIV
625 W 113TH STREET
NEW YORK,NY10025 		11-3587172 501(C)(3) 8,000       GENERAL SUPPORT
(26) CHABAD OF DOWNTOWN LTD
PO BOX 510525
MILWAUKEE,WI53203 		39-1672482 501(C)(3) 59,310       CONSTRUCTION ON RABBI SAMUEL'S HOME
(27) CHABAD OF DOWNTOWN LTD
PO BOX 510525
MILWAUKEE,WI53203 		39-1672482 501(C)(3) 72,790       GENERAL SUPPORT
(28) CHABAD OF LEHIGH
727 EVANS STREET
BETHLEHEM,PA18015 		11-3587172 501(C)(3) 200,500       GENERAL SUPPORT
(29) CHABAD STUDENT CENTER AT U OF M
1121 UNIVERSITY AVE
MINNEAPOLIS,MN55414 		27-2057339 501(C)(3) 15,000       GENERAL SUPPORT
(30) CHARLIE FOUNDATION TO HELP CURE PEDIATRIC EPILEPSY
515 OCEAN AVE
SANTA MONICA,CA90402 		27-3778357 501(C)(3) 10,000       GENERAL SUPPORT
(31) CLAL-THE NATIONAL JEWISH CENTER FOR LEARNING AND LEADERSHIP INC
440 PARK AVENUE SOUTH 4TH FLOOR
NEW YORK,NY100168012 		23-7390358 501(C)(3) 13,000       GENERAL SUPPORT
(32) CLEVELAND CLINIC CHILDRENS HOSPITAL
9500 EUCLID AVENUE / DVB
CLEVELAND,OH44195 		34-0714570 501(C)(3) 10,000       GENERAL SUPPORT
(33) COA YOUTH & FAMILY CENTER
909 E NORTH AVENUE
MILWAUKEE,WI532123447 		39-0806339 501(C)(3) 93,756       GENERAL SUPPORT
(34) COLLEGE OF THE DESERT FOUNDATION
43-500 MONTEREY AVENUE
PALM DESERT,CA92260 		95-3829219 501(C)(3) 37,300       GENERAL SUPPORT
(35) COMMUNITY ADVOCATES INC
728 N JAMES LOVELL STREET
MILWAUKEE,WI53233 		39-1249426 501(C)(3) 15,000       GENERAL SUPPORT
(36) CONGREGATION AGUDAS ACHIM CHABAD INC
2233 W MEQUON ROAD
MEQUON,WI53092 		39-1735636 501(C)(3) 104,567       GENERAL SUPPORT
(37) CONGREGATION BETH EPHRAIM
520 PROSPECT STREET
MAPLEWOOD,NJ07040 		501(C)(3) 60,000       GENERAL SUPPORT
(38) CONGREGATION BETH EPHRAIM
520 PROSPECT STREET
MAPLEWOOD,NJ70400 		501(C)(3) 8,900       IN MEMORY OF JOSEPH & MARIAN CHUDNOW
(39) CONGREGATION BETH ISRAEL NER TAMID
6880 N GREEN BAY AVENUE
MILWAUKEE,WI53209 		39-0878010 501(C)(3) 89,000       $20,000 - HH MATCHING GRANT; $18,000 - KIDDUSH PROGRAM; $10,000 - TO BE DETERMINED; $36,000 - ZETLEY GENERATION TO GENERATION FUND IN HONOR/MEMORY OF SANDRA ZETLEY; $5,000 - TECHNOLOGY GRANT
(40) CONGREGATION BETH ISRAEL NER TAMID
6880 N GREEN BAY AVENUE
MILWAUKEE,WI53209 		39-0878010 501(C)(3) 201,964       GENERAL SUPPORT
(41) CONGREGATION BETH ISRAEL NER TAMID
6880 N GREEN BAY AVENUE
MILWAUKEE,WI53209 		39-0878010 501(C)(3) 17,450       SCHOLARSHIP
(42) CONGREGATION BETH JEHUDAH
3100 N 52ND STREET
MILWAUKEE,WI53216 		501(C)(3) 61,965       GENERAL SUPPORT
(43) CONGREGATION EMANU-EL B'NE JESHURUN
2020 W BROWN DEER ROAD
RIVER HILLS,WI532172000 		39-0863230 501(C)(3) 147,311       GENERAL SUPPORT
(44) CONGREGATION SHA'AR ZAHAV
290 DOLORES STREET
SAN FRANCISCO,CA941032262 		94-2477006 501(C)(3) 5,200       GENERAL SUPPORT
(45) CONGREGATION SHAARE EMETH
11645 LADUE ROAD
ST LOUIS,MO63141 		13-1663143 501(C)(3) 9,879       GENERAL SUPPORT
(46) CONGREGATION SHALOM
7630 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		13-1663143 501(C)(3) 19,551       GENERAL SUPPORT
(47) CONGREGATION SHALOM
7630 N SANTA MONICA BLVD
MILWAUKEE,WI532173257 		13-1663143 501(C)(3) 179,287       GENERAL SUPPORT
(48) CONGREGATION SHIR HADASH
PO BOX 170632
MILWAUKEE,WI53217 		501(C)(3) 5,120       GENERAL SUPPORT
(49) CONGREGATION SINAI
8223 N PORT WASHINGTON RD
MILWAUKEE,WI532172694 		39-0892487 501(C)(3) 100,307       GENERAL SUPPORT
(50) DAYSTAR INC
PO BOX 2130
MILWAUKEE,WI532012130 		39-1546606 501(C)(3) 10,000       GENERAL SUPPORT
(51) DISCOVERY WORLD
500 N HARBOR DRIVE
MILWAUKEE,WI53202 		39-1691578 501(C)(3) 6,500       GENERAL SUPPORT
(52) DREXEL UNIVERSITY
3141 CHESTNUT STREET SUITE 106
PHILADELPHIA,PA19102 		23-1352630 501(C)(3) 5,000       SCHOLARSHIP
(53) EISENHOWER MEDICAL CENTER
39000 BOB HOPE DRIVE
RANCHO MIRAGE,CA922703770 		95-6130458 501(C)(3) 50,000       5TH INSTALLMENT OF A 5 YEAR PLEDGE
(54) EISENHOWER MEDICAL CENTER
39000 BOB HOPE DRIVE
RANCHO MIRAGE,CA922703770 		95-6130458 501(C)(3) 140,500       GENERAL SUPPORT
(55) EMBER FOUNDATION
3553 W PETERSON AVE STE 208
CHICAGO,IL60659 		20-8674232 501(C)(3) 5,000       GENERAL SUPPORT
(56) FAMILY PROMISE OF GREATER PHOENIX
7221 E BELLEVIEW STREET 5
SCOTTSDALE,AZ85257 		86-0914408 501(C)(3) 5,000       GENERAL SUPPORT
(57) FEEDING AMERICA EASTERN WISCONSIN INC
1700 W FOND DU LAC AVENUE
MILWAUKEE,WI532051299 		39-1384593 501(C)(3) 84,870       GENERAL SUPPORT
(58) FIEDLER HILLEL AT NORTHWESTERN UNIVERSITY
629 FOSTER STREET
EVANSTON,IL60201 		36-2167761 501(C)(3) 15,100       GENERAL SUPPORT
(59) FIRST DESCENTS
767 SANTA FE DR
DENVER,CO802044428 		81-0539964 501(C)(3) 20,310       GENERAL SUPPORT
(60) FIRST STAGE CHILDREN'S THEATER
325 W WALNUT STREET
MILWAUKEE,WI53212 		39-1634828 501(C)(3) 11,300       GENERAL SUPPORT
(61) FOUNDATION FOR DOUGLAS COUNTY RECREATION AND SENIOR CENTERS
PO BOX 1042
GARDNERVILLE,NV89410 		45-3992227 501(C)(3) 5,000       GENERAL SUPPORT
(62) FRIENDS OF LUBAVITCH INC
3109 N LAKE DRIVE
MILWAUKEE,WI532119940 		39-1170927 501(C)(3) 5,360       GENERAL SUPPORT
(63) FRIENDS OF MAYANOT INSTITUTE INC
228 PARK AVENUE SOUTH SUITE 96553
NEW YORK,NY10003 		11-3348050 501(C)(3) 10,180       GENERAL SUPPORT
(64) FROEDTERT HOSPITAL FOUNDATION INC
9200 W WISCONSIN AVENUE
MILWAUKEE,WI53226 		39-1431192 501(C)(3) 16,000       GENERAL SUPPORT
(65) GRAND AVENUE CLUB INC
210 E MICHIGAN STREET
MILWAUKEE,WI532024901 		39-1708177 501(C)(3) 52,800       GENERAL SUPPORT
(66) GREAT NECK SYNAGOGUE
26 OLD MILL ROAD
GREAT NECK,NY11023 		501(C)(3) 21,210       GENERAL SUPPORT
(67) HADASSAH
8649 N POINT DR
MILWAUKEE,WI53217 		23-7196389 501(C)(3) 5,450       GENERAL SUPPORT
(68) HARRY & ROSE SAMSON FAMILY JEWISH COMMUNITY CENTER MILW
6255 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		39-0806234 501(C)(3) 100       GENERAL SUPPORT
(69) HARRY & ROSE SAMSON FAMILY JEWISH COMMUNITY CENTER MILW
6255 N SANTA MONICA BLVD
WHITEFISH BAY,WI532174353 		39-0806234 501(C)(3) 14,470       GENERAL SUPPORT
(70) HARRY & ROSE SAMSON FAMILY JEWISH COMMUNITY CENTER MILW
6255 N SANTA MONICA BLVD
WHITEFISH BAY,WI532174353 		39-0806234 501(C)(3) 739,337       SCHOLARSHIP
(71) HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION
3077 UNIVERSITY AVENUE
LOS ANGELES,CA900073796 		31-0537067 501(C)(3) 5,200       GENERAL SUPPORT
(72) HILLEL ACADEMY
6401 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		39-1025262 501(C)(3) 22,000       GENERAL SUPPORT
(73) HILLEL ACADEMY
6401 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		39-1025262 501(C)(3) 203,348       SCHOLARSHIP
(74) HILLEL FOUNDATION
UNIVERSITY OF WISCONSIN 611 LANGDON
STREET
MADISON,WI53703 		39-2035142 501(C)(3) 42,779       CAPITAL CAMPAIGN
(75) HILLEL INDIANA UNIVERSITY
730 E 3RD ST
BLOOMINGTON,IN474013656 		20-2804389 501(C)(3) 15,000       GENERAL SUPPORT
(76) HILLEL MILWAUKEE
3053 N STOWELL AVENUE
MILWAUKEE,WI532113352 		39-1445185 501(C)(3) 68,350       GENERAL SUPPORT
(77) HILLEL UNIVERSITY OF MINNESOTA
1521 UNIVERSITY AVENUE SE
MINNEAPOLIS,MN55414 		41-6038613 501(C)(3) 15,000       GENERAL SUPPORT
(78) HOLTON YOUTH & FAMILY CENTER INC
510 EAST BURLEIGH ST
MILWAUKEE,WI53212 		27-2047833 501(C)(3) 5,000       GENERAL SUPPORT
(79) HUNGER TASK FORCE MILWAUKEE
201 S HAWLEY COURT
MILWAUKEE,WI53214 		39-1345847 501(C)(3) 104,660       CEREAL PROGRAM
(80) HUNGER TASK FORCE MILWAUKEE
201 S HAWLEY COURT
MILWAUKEE,WI53214 		39-1345847 501(C)(3) 40,530       GENERAL SUPPORT
(81) IFF
1 N LASALLE SUITE 700
CHICAGO,IL60602 		36-3656836 501(C)(3) 5,000       GENERAL SUPPORT
(82) J STREET EDUCATION FUND INC
PO BOX 66073
WASHINGTON,DC20035 		20-2777557 501(C)(3) 5,000       GENERAL SUPPORT
(83) JEWISH COMMUNAL FUND
575 MADISON AVENUE STE 703
NEW YORK,NY10022 		23-7174183 501(C)(3) 5,000       GENERAL SUPPORT
(84) JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX
12701 N SCOTTSDALE RD SUITE 201
SCOTTSDALE,AZ85254 		45-3910992 501(C)(3) 7,000       GENERAL SUPPORT
(85) JEWISH COMMUNITY CENTER ASSOCIATION
520 8TH AVE
NEW YORK,NY10018 		13-5599486 501(C)(3) 11,000       GENERAL SUPPORT
(86) JEWISH COMMUNITY CENTER OF ROCHESTER
1200 EDGEWOOD AVENUE
ROCHESTER,NY14618 		16-0743060 501(C)(3) 6,000       GENERAL SUPPORT
(87) JEWISH COMMUNITY FOOD PANTRY
6255 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		39-0806234 501(C)(3) 76,200       GENERAL SUPPORT
(88) JEWISH EXPERIENCE OF MADISON MILW INC
3453 N 54TH STREET
MILWAUKEE,WI53216 		20-2142497 501(C)(3) 13,850       GENERAL SUPPORT
(89) JEWISH FAMILY SERVICE
801 E TAHQUITZ CANYON WAY 202
PALM SPRINGS,CA92262 		33-0613083 501(C)(3) 7,100       GENERAL SUPPORT
(90) JEWISH FAMILY SERVICES
1300 N JACKSON STREET
MILWAUKEE,WI53202 		39-0806291 501(C)(3) 1,220,681       GENERAL SUPPORT
(91) JEWISH FEDERATION - GREATER MIAMI
4200 BISCAYNE BLVD
MIAMI,FL33137 		59-0624404 501(C)(3) 20,100       GENERAL SUPPORT
(92) JEWISH FEDERATION GREATER PHILADELPHIA
2100 ARCH STREET 6TH FLOOR
PHILADELPHIA,PA19103 		23-1500085 501(C)(3) 20,000       GENERAL SUPPORT
(93) JEWISH FEDERATION OF GREATER LOS ANGELES
PO BOX 54269 TERMINAL ANNEX
LOS ANGELES,CA900540269 		95-6111928 501(C)(3) 26,000       GENERAL SUPPORT
(94) JEWISH FEDERATION OF SO PALM BEACH COUNTY INC
9901 DONNA KLEIN BLVD
BOCA RATON,FL33428 		59-1945109 501(C)(3) 13,950       GENERAL SUPPORT
(95) JEWISH FEDERATION OF SOUTHERN ARIZONA
3822 E RIVER ROAD STE 100
TUCSON,AZ857186635 		86-0096795 501(C)(3) 37,382       GENERAL SUPPORT
(96) JEWISH FEDERATION OF THE DESERT
69-710 HIGHWAY 111
RANCHO MIRAGE,CA92270 		23-7211881 501(C)(3) 21,125       GENERAL SUPPORT
(97) JEWISH FEDERATION PALM BEACH CO
4601 COMMUNITY DRIVE
PALM BEACH,FL33417 		59-0948696 501(C)(3) 20,000       GENERAL SUPPORT
(98) JEWISH HIGH SCHOOL OF CONNECTICUT INC
360 AMITY ROAD
WOODBRIDGE,CT65250 		20-5952939 501(C)(3) 10,000       GENERAL SUPPORT
(99) JEWISH HOME & CARE CENTER FOUNDATION
1414 N PROSPECT AVENUE
MILWAUKEE,WI532023089 		39-1555857 501(C)(3) 161,363       GENERAL SUPPORT
(100) JEWISH UNITED FUND OF METRO CHICAGO
BEN GURION WAY 30 S WELLS STREET
CHICAGO,IL606065056 		36-2167034 501(C)(3) 64,110       GENERAL SUPPORT
(101) JEWISH YOUTH FOUNDATION
8825 N LAKE DRIVE
MILWAUKEE,WI53217 		39-1819245 501(C)(3) 17,300       GENERAL SUPPORT
(102) JOURNEY HOUSE INC
2110 W SCOTT STREET
MILWAUKEE,WI532040000 		39-1203539 501(C)(3) 6,000       GENERAL SUPPORT
(103) KNOW THYSELF
11512 N PORT WASHINGTON ROAD SUITE
101B
MEQUON,WI53092 		27-1255826 501(C)(3) 40,000       GENERAL SUPPORT
(104) LAKE PARK SYNAGOGUE INC
3207 N HACKETT
MILWAUKEE,WI53211 		39-1458726 501(C)(3) 16,790       GENERAL SUPPORT
(105) LUBAVITCH OF WISCONSIN (RABBI SHMOTKIN)
3109 N LAKE DRIVE
SHOREWOOD,WI532113123 		39-1170927 501(C)(3) 75,000       FINAL INSTALLMENT GIFT FOR 2013 FOR KLAL YISRAEL/JEWISH IDENTITY PROGRAM
(106) LUBAVITCH OF WISCONSIN (RABBI SHMOTKIN)
3109 N LAKE DRIVE
SHOREWOOD,WI532113123 		39-1170927 501(C)(3) 540,650       GENERAL SUPPORT
(107) LUBAVITCH OF WISCONSIN INC FRIENDS OF LUBAVITCH
3109 N LAKE DRIVE
MILWAUKEE,WI532113123 		39-1170927 501(C)(3) 5,630       GENERAL SUPPORT
(108) MACC FUND
10000 INNOVATION DR STE 135
MILWAUKEE,WI53226 		39-1270290 501(C)(3) 25,075       GENERAL SUPPORT
(109) MAKE A DIFFERENCE WISCONSIN INC
710 N PLANKINTON AVE STE 310
MILWAUKEE,WI53203 		20-5203533 501(C)(3) 14,650       GENERAL SUPPORT
(110) MAKE A WISH FOUNDATION WISCONSIN
13195 WEST HAMPTON AVENUE
BUTLER,WI53007 		39-1543541 501(C)(3) 79,210       GENERAL SUPPORT
(111) MARQUETTE UNIV DEV OFFICE
PO BOX 1881
MILWAUKEE,WI532011881 		39-0806251 501(C)(3) 10,025       GENERAL SUPPORT
(112) MAYO CLINIC
200 1ST SW
ROCHESTER,MN55905 		41-6011702 501(C)(3) 5,000       GENERAL SUPPORT
(113) MCCALLUM THEATRE INSTITUTE
73000 FRED WARING DRIVE
DESERT,CA92260 		33-0334165 501(C)(3) 14,530       GENERAL SUPPORT
(114) MECHON HADAR
190 AMSTERDAM AVE
YORK,NY10023 		501(C)(3) 6,000       GENERAL SUPPORT
(115) MEDICAL COLLEGE OF WISCONSIN INC
PO BOX 26509
MILWAUKEE,WI532260509 		39-0806261 501(C)(3) 46,425       GENERAL SUPPORT
(116) MEQUON JEWISH PRESCHOOL INC
11112 N CROWN COURT
MEQUON,WI53092 		39-1966107 501(C)(3) 8,050       GENERAL SUPPORT
(117) MILWAUKEE ALLIANCE FOR JEWISH RECONNECTION (MAJOR)
3322 N 51 BLVD
MILWAUKEE,WI53216 		80-0207872 501(C)(3) 11,420       GENERAL SUPPORT
(118) MILWAUKEE ART MUSEUM INC
700 N ART MUSEUM DRIVE
MILWAUKEE,WI532024098 		39-0806316 501(C)(3) 47,560       GENERAL SUPPORT
(119) MILWAUKEE BALLET COMPANY INC
504 W NATIONAL AVENUE
MILWAUKEE,WI532041792 		39-1134735 501(C)(3) 8,050       GENERAL SUPPORT
(120) MILWAUKEE CENTER FOR INDEPENDENCE
2020 W WELLS STREET
MILWAUKEE,WI53233 		39-0806257 501(C)(3) 12,700       GENERAL SUPPORT
(121) MILWAUKEE COLLEGE PREPARATORY SCHOOL
2449 N 36TH STREET
MILWAUKEE,WI53210 		39-1881295 501(C)(3) 16,950       GENERAL SUPPORT
(122) MILWAUKEE COUNTY
9480 WATERTOWN PLANK ROAD
MILWAUKEE,WI53226 		GOVERNMENT ENTITY 44,400       GENERAL SUPPORT
(123) MILWAUKEE HOMELESS VETERANS INITIATIVE INC
PO BOX 18441
MILWAUKEE,WI53218 		45-4573280 501(C)(3) 10,350       GENERAL SUPPORT
(124) MILWAUKEE INSTITUTE OF ART & DESIGN INC
273 E ERIE STREET
MILWAUKEE,WI53202 		39-1201561 501(C)(3) 12,600       GENERAL SUPPORT
(125) MILWAUKEE INSTITUTE OF ART & DESIGN INC
273 E ERIE STREET
MILWAUKEE,WI53202 		39-1201561 501(C)(3) 1,000       SCHOLARSHIP
(126) MILWAUKEE JEWISH COMMUNITY CHORALE
PO BOX 170211
MILWAUKEE,WI53217 		39-1816690 501(C)(3) 5,330       GENERAL SUPPORT
(127) MILWAUKEE JEWISH DAY SCHOOL
6401 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		39-1384843 501(C)(3) 103,000       DONATION: $20K TO BE DETERMINED; $28K BALANCE OF 2014 FUNDRAISING MATCH; $5K RAMBAM AWARD; $50K 8TH GRADE ISRAEL FIELD TRIP FUND
(128) MILWAUKEE JEWISH DAY SCHOOL
6401 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		39-1384843 501(C)(3) 112,160       GENERAL SUPPORT
(129) MILWAUKEE JEWISH DAY SCHOOL
6401 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		39-1384843 501(C)(3) 36,533       HELEN BADER SCHOLARSHIP
(130) MILWAUKEE JEWISH FREE LOAN ASSOCIATION
409 E SILVER SPRING DRIVE
MILWAUKEE,WI53217 		26-4557997 501(C)(3) 41,800       GENERAL SUPPORT
(131) MILWAUKEE KOLLEL INC
5007 W KEEFE AVENUE
MILWAUKEE,WI53216 		39-1643640 501(C)(3) 39,110       GENERAL SUPPORT
(132) MILWAUKEE PUBLIC MUSEUM INC
800 W WELLS STREET
MILWAUKEE,WI532331478 		39-1723105 501(C)(3) 8,029       GENERAL SUPPORT
(133) MILWAUKEE REPERTORY THEATER INC
108 E WELLS STREET
MILWAUKEE,WI53202 		39-0946025 501(C)(3) 29,400       GENERAL SUPPORT
(134) MILWAUKEE SYMPHONY ORCHESTRA
1101 NORTH MARKET STREET SUITE 100
MILWAUKEE,WI532023148 		39-6023436 501(C)(3) 7,500       GENERAL SUPPORT
(135) MILWAUKEE SYMPHONY ORCHESTRA INC
1101 NORTH MARKET STREET SUITE 100
MILWAUKEE,WI53202 		39-6023436 501(C)(3) 50,700       GENERAL SUPPORT
(136) MILWAUKEE YOUTH ARTS CENTER
325 W WALNUT STREET
MILWAUKEE,WI53212 		11-3665475 501(C)(3) 30,000       GENERAL SUPPORT
(137) MJDS-MJDS FUNDS ONLY
6401 N SANTA MONICA BLVD
MILWAUKEE,WI532174353 		39-1384843 501(C)(3) 89,523       BRIAN KING. $22,000 - STEIGMAN; $67,523 - BALANCE B.O.F.
(138) MJDS-MJDS FUNDS ONLY
6401 N SANTA MONICA BLVD
MILWAUKEE,WI532174353 		39-1384843 501(C)(3) 176,800       BLUMIN:$45K;BUILD OUR FUTURE:$100K;SUNSHINE FUND:$1,800; HEAD OF SCHOOL DISC. FUND:$10K; STDS. & BENCHMARK:$5K; PROF. DEV.:$5K;FURN & SUPPLIES: $10K.
(139) MJDS-MJDS FUNDS ONLY
6401 N SANTA MONICA BLVD
MILWAUKEE,WI532174353 		39-1384843 501(C)(3) 200,000       BUILD OUR FUTURE PROGRAM
(140) MJDS-MJDS FUNDS ONLY
6401 N SANTA MONICA BLVD
MILWAUKEE,WI532174353 		39-1384843 501(C)(3) 446,800       GENERAL SUPPORT
(141) MJDS-MJDS FUNDS ONLY
6401 N SANTA MONICA BLVD
MILWAUKEE,WI532174353 		39-1384843 501(C)(3) 146,132       HELEN BADER SCHOLARSHIP
(142) MOSDOS KEVER RACHEL
1303 53RD STREET UNITE 45
BROOKLYN,NY11219 		20-0594521 501(C)(3) 6,500       GENERAL SUPPORT
(143) MULTIPLE MYELOMA RESEARCH FOUND
383 MAIN AVENUE 5TH FLOOR
NORWALK,CT68510 		06-1504413 501(C)(3) 102,500       GENERAL SUPPORT
(144) MUSICAL INSTRUMENT MUSEUM
4725 E MAYO BLVD
PHOENIX,AZ85050 		16-1743588 501(C)(3) 10,000       GENERAL SUPPORT
(145) NATIONAL MULTIPLE SCLEROSIS SOCIETY - WI CHAPTER
1120 JAMES DR SUITE A
HARTLAND,WI530299906 		25-1066473 501(C)(3) 5,050       GENERAL SUPPORT
(146) NATIONAL RAMAH COMMISSION INC
3080 BROADWAY
NEW YORK,NY10027 		13-6161110 501(C)(3) 25,000       GENERAL SUPPORT
(147) NATIONAL RAMAH COMMISSION INC
3080 BROADWAY
NEW YORK,NY10027 		13-6161110 501(C)(3) 5,000       SCHOLARSHIP
(148) NEW CONCEPT SELF DEVELOPMENT CENTER INC
DR MARTIN LUTHER KING JR CENTER
1531 WEST VLIET STREET
MILWAUKEE,WI53205 		39-1220236 501(C)(3) 25,850       GENERAL SUPPORT
(149) NEWCAJE
354 KENRICK ST
NEWTON,MA21580 		27-1094081 501(C)(3) 5,000       GENERAL SUPPORT
(150) NEXT ACT THEATER
PO BOX 394
MILWAUKEE,WI53201 		39-1553360 501(C)(3) 10,300       GENERAL SUPPORT
(151) NICOLET HIGH SCHOOL FOUNDATION
6701 N JEAN NICOLET ROAD
MILWAUKEE,WI53217 		39-1528691 501(C)(3) 10,600       GENERAL SUPPORT
(152) NORTH SHORE HEBREW ACADEMY
16 CHERRY LANE
KINGS POINT,NY11024 		11-2200920 501(C)(3) 15,000       GENERAL SUPPORT
(153) NORTHWESTERN UNIVERSITY
1201 DAVIS ST
EVANSTON,IL60208 		36-2167817 501(C)(3) 42,700       GENERAL SUPPORT
(154) OHOLEI YOSEF YITZCHAK LUBAVITCH
14100 W 9 MILE RD
OAK PARK,MI482372621 		38-3253099 501(C)(3) 5,770       GENERAL SUPPORT
(155) OHR HATORAH INC
7020 N GREEN BAY AVENUE
GLENDALE,WI53209 		74-2986109 501(C)(3) 5,783       GENERAL SUPPORT
(156) OPERATION DREAM INC
1521 N RIVERCENTER PO BOX 12356
MILWAUKEE,WI53212 		26-1455938 501(C)(3) 68,200       GENERAL SUPPORT
(157) ORTHODOX UNION
11 BROADWAY
NEW YORK,NY100041302 		13-5623717 501(C)(3) 25,000       GENERAL SUPPORT
(158) PALM SPRINGS ART MUSEUM
101 MUSEUM DRIVE
PALM SPRINGS,CA92262 		95-1809576 501(C)(3) 10,290       GENERAL SUPPORT
(159) PARK SYNAGOGUE
27500 SHAKER BLVD
PEPPER PIKE,OH44124 		34-0714533 501(C)(3) 13,010       GENERAL SUPPORT
(160) PEF ISRAEL ENDOWMENT FUND
317 MADISON AVENUE STE 607
NEW YORK,NY10017 		13-6104086 501(C)(3) 54,000       GENERAL SUPPORT
(161) PHOENIX CHILDREN'S HOSPITAL FOUNDATION
PO BOX 29661
PHOENIX,AZ85016 		74-2421549 501(C)(3) 10,000       GENERAL SUPPORT
(162) PLANNED PARENTHOOD OF WISCONSIN INC
302 N JACKSON ST
MILWAUKEE,WI53202 		39-0863391 501(C)(3) 19,490       GENERAL SUPPORT
(163) PROGRAM FOR EARLY PARENT SUPPORT
4649 SUNNYSIDE AVENUE N 324
SEATTLE,WA981036900 		91-1212698 501(C)(3) 6,000       GENERAL SUPPORT
(164) PROJECT IDENTITY
57 ESSEX ROAD
GREAT NECK,NY11023 		11-2614344 501(C)(3) 5,000       GENERAL SUPPORT
(165) RABBINICAL ASSEMBLY OF AMERICA
3080 BROADWAY
NEW YORK,NY10027 		13-1663324 501(C)(3) 15,000       GENERAL SUPPORT
(166) RACHEL'S NETWORK
1200 18TH STREET NW 910
WASHINGTON,DC20036 		31-1644905 501(C)(3) 7,500       GENERAL SUPPORT
(167) RAMAH OUTDOOR ADVENTURES
300 S DAHLIA STREET 205
DENVER,CO80246 		90-0582182 501(C)(3) 105,910       GENERAL SUPPORT
(168) REPERTORY EAST PLAYHOUSE
24266 MAIN STREET
NEWHALL,CA91321 		35-2242303 501(C)(3) 5,000       GENERAL SUPPORT
(169) ROCK AND ROLL HALL OF FAME FOUNDATION
1100 ROCK ROLL BLVD
CLEVELAND,OH49114 		13-3171867 501(C)(3) 10,000       GENERAL SUPPORT
(170) RUACH INC
6310 N PORT WASHINGTON ROAD LOWER
LEVEL
MILWAUKEE,WI53217 		20-3268560 501(C)(3) 22,090       GENERAL SUPPORT
(171) SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
ONE PENNSYLVANIA PLAZA 1606
NEW YORK,NY10119 		13-3014387 501(C)(3) 100,000       MLI GRANT PROPOSAL DATED 1/19/2014.
(172) SKYLIGHT MUSIC THEATRE CORP
158 NORTH BROADWAY
MILWAUKEE,WI532026037 		39-0975374 501(C)(3) 5,050       GENERAL SUPPORT
(173) SOJOURNER FAMILY PEACE CENTER
PO BOX 080319
MILWAUKEE,WI53208 		39-1276210 501(C)(3) 34,750       GENERAL SUPPORT
(174) SPECIAL OLYMPICS WISCONSIN
2310 CROSSROADS DRIVE STE 1000
MADISON,WI53718 		39-1176591 501(C)(3) 5,350       GENERAL SUPPORT
(175) STEVE & SHARI SADEK FAMILY CAMP INTERLAKEN JCC
6255 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		39-0806234 501(C)(3) 40,582       GENERAL SUPPORT
(176) STEVE & SHARI SADEK FAMILY CAMP INTERLAKEN JCC
6255 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		39-0806234 501(C)(3) 26,755       SCHOLARSHIP
(177) SUMMERFEST FOUNDATION INC
200 N HARBOR DR
MILWAUKEE,WI53202 		45-2522052 501(C)(3) 10,060       GENERAL SUPPORT
(178) SUSAN G KOMEN SE WISCONSIN
2025 W OKLAHOMA AVE STE 116
MILWAUKEE,WI53215 		75-1835298 501(C)(3) 12,500       GENERAL SUPPORT
(179) TEMPLE B'NAI TORAH
15727 NE 4TH STREET
BELLEVUE,WA98008 		91-0848001 501(C)(3) 12,000       GENERAL SUPPORT
(180) TEMPLE MENORAH
9363 N 76TH STREET
MILWAUKEE,WI53223 		501(C)(3) 25,000       GENERAL SUPPORT
(181) THE BARBARA SINATRA CHILDREN'S CENTER AT EISENHOWER
39000 BOB HOPE DRIVE
RANCHO MIRAGE,CA92270 		33-0136550 501(C)(3) 11,000       GENERAL SUPPORT
(182) THE CONSERVATIVE SYNAGOGUE OF WESTPORT
30 HILLSPOINT ROAD
WESTPORT,CT68808 		06-1203591 501(C)(3) 15,000       GENERAL SUPPORT
(183) THE FRIENDSHIP CIRCLE INC
8825 N LAKE DR
MILWAUKEE,WI53217 		39-1819245 501(C)(3) 38,810       GENERAL SUPPORT
(184) THE JOSEPH AND REBECCA PELTZ CENTER FOR JEWISH LIFE
2233 W MEQUON ROAD
MEQUON,WI53092 		11-3587172 501(C)(3) 10,960       GENERAL SUPPORT
(185) THE MEDICAL COLLEGE OF WISCONSIN INC
8701 WATERTOWN PLANK RD
MILWAUKEE,WI532260509 		39-0806261 501(C)(3) 23,600       GENERAL SUPPORT
(186) THE SHUL
8825 N LAKE DRIVE
BAYSIDE,WI532171939 		11-3587172 501(C)(3) 24,135       GENERAL SUPPORT
(187) TIKKUN HA-IR OF MILWAUKEE INC
PO BOX 090287
MILWAUKEE,WI53209 		77-0596241 501(C)(3) 15,214       GENERAL SUPPORT
(188) TORAH ACADEMY OF MILWAUKEE HIGH SCHOOL
6800 N GREEN BAY AVENUE
GLENDALE,WI53209 		93-0869475 501(C)(3) 9,635       GENERAL SUPPORT
(189) TORAH ACADEMY OF MILWAUKEE HIGH SCHOOL
6800 N GREEN BAY AVENUE
GLENDALE,WI53209 		93-0869475 501(C)(3) 35,307       HELEN BADER SCHOLARSHIP
(190) TREEPEOPLE
12601 MULHOLLAND DRIVE
BEVERLY HILLS,CA90210 		23-7314838 501(C)(3) 6,000       GENERAL SUPPORT
(191) TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT ST
PHILADELPHIA,PA191046270 		23-1352685 501(C)(3) 5,000       SCHOLARSHIP
(192) TUCSON JEWISH COMMUNITY CENTER
3800 E RIVER ROAD
TUCSON,AZ857186600 		86-0183578 501(C)(3) 5,000       CAPITAL CAMPAIGN
(193) TUCSON JEWISH COMMUNITY CENTER
3800 E RIVER ROAD
TUCSON,AZ857186600 		86-0183578 501(C)(3) 2,500       GENERAL SUPPORT
(194) UCLA FOUNDATION
10945 LE CONTE AVENUE SUITE 3132
BOX 951784
LOS ANGELES,CA900540269 		95-2250801 501(C)(3) 5,000       GENERAL SUPPORT
(195) UNITED COMMUNITY CENTER INC
1028 SOUTH 9TH STREET
MILWAUKEE,WI53204 		39-1146191 501(C)(3) 20,000       GENERAL SUPPORT
(196) UNITED PERFORMING ARTS FUND INC
301 W WISCONSIN AVE STE 600
MILWAUKEE,WI532032232 		39-6100399 501(C)(3) 57,150       GENERAL SUPPORT
(197) UNITED WAY - PALM BEACH
44 COCONUT ROW STE M-201
PALM BEACH,FL33480 		59-0637885 501(C)(3) 5,000       GENERAL SUPPORT
(198) UNITED WAY OF GREATER MILWAUKEE INC
225 W VINE STREET
MILWAUKEE,WI532120971 		39-0806190 501(C)(3) 144,985       GENERAL SUPPORT
(199) UNIVERSITY OF MIAMI
UNIVERSITY OF MIAMI MILLER SCHOOL
OF MEDICINE 1150 NW 14TH STREET SUI
MIAMI,FL33136 		59-0624458 501(C)(3) 10,000       GENERAL SUPPORT
(200) UNIVERSITY OF WISCONSIN FOUNDATION
US BANK LOCKBOX BOX 78807
MILWAUKEE,WI532780807 		39-0743975 501(C)(3) 69,000       REGENTS OF UNIV. OF LISAR WIS.
(201) UNIVERSITY OF WISCONSIN FOUNDATION
US BANK LOCKBOX BOX 78807
MILWAUKEE,WI532780807 		39-0743975 501(C)(3) 309,900       GENERAL SUPPORT
(202) UNIVERSITY OF WISCONSIN FOUNDATIONMOSSE WEINSTEIN CENTER FOR JEWISH STUDIE
US BANK LOCKBOX BOX 78807
MILWAUKEE,WI532780807 		39-0743975 501(C)(3) 12,750       GENERAL SUPPORT
(203) UPSTREAM ARTS
3501 CHICAGO AVE 5
MINNEAPOLIS,MN554072109 		20-4451219 501(C)(3) 35,000       GENERAL SUPPORT
(204) URJ OLIN-SANG-RUBY UNION INSTITUTE
1121 LAKE COOK ROAD SUITE D
DEERFIELD,IL60015 		13-1663143 501(C)(3) 1,000       GENERAL SUPPORT
(205) URJ OLIN-SANG-RUBY UNION INSTITUTE
1121 LAKE COOK ROAD SUITE D
DEERFIELD,IL60015 		13-1663143 501(C)(3) 4,000       SCHOLARSHIP
(206) UWM FOUNDATION INC
1440 E NORTH AVENUE
MILWAUKEE,WI53202 		23-7337744 501(C)(3) 31,100       GENERAL SUPPORT
(207) VCFS EDUCATIONAL FOUNDATION INC
PO BOX 12591
DALLAS,TX75225 		26-4638243 501(C)(3) 12,000       GENERAL SUPPORT
(208) VISION FORWARD ASSOCIATION
912 N HAWLEY ROAD
MILWAUKEE,WI53213 		39-2040359 501(C)(3) 5,200       GENERAL SUPPORT
(209) WALNUT WAY CONSERVATION CORP
2247 N 17TH ST
MILWAUKEE,WI532050000 		39-2007850 501(C)(3) 5,000       GENERAL SUPPORT
(210) WASHINGTON INSTITUTE FOR NEAR EAST POLICY
1828 L STREET NW
WASHINGTON,DC20036 		52-1376034 501(C)(3) 11,000       GENERAL SUPPORT
(211) WASHINGTON UNIVERSITY IN ST LOUIS
1 BROOKINGS DR CAMPUS BOX 1210
ST LOUIS,MO63130 		43-0653611 501(C)(3) 15,000       GENERAL SUPPORT
(212) WISCONSIN CONSERVATORY OF MUSIC
1584 N PROSPECT AVENUE
MILWAUKEE,WI532026501 		39-0915050 501(C)(3) 16,500       GENERAL SUPPORT
(213) WISCONSIN INSTITUTE FOR TORAH STUDY
3288 N LAKE DRIVE
MILWAUKEE,WI532113124 		39-1366081 501(C)(3) 84,685       GENERAL SUPPORT
(214) WISCONSIN INSTITUTE FOR TORAH STUDY
3288 N LAKE DRIVE
MILWAUKEE,WI532113124 		39-1366081 501(C)(3) 53,531       HELEN BADER SCHOLARSHIP
(215) WISCONSIN REGION B'NAI B'RITH YOUTH ORG
6255 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		31-1794932 501(C)(3) 20,000       GENERAL SUPPORT
(216) WOODLAND PATTERN
720 E LOCUST
MILWAUKEE,WI53212 		39-1332252 501(C)(3) 5,250       GENERAL SUPPORT
(217) WORLD CONFEDERATION OF JEWISH COMMUNITY CENTERS INC
711 THIRD AVENUE 10TH FLOOR
NEW YORK,NY10017 		20-0812055 501(C)(3) 24,000       GENERAL SUPPORT
(218) WORLD COUNCIL OF SYNAGOGUES INC
3080 BROADWAY
NEW YORK,NY10027 		23-7162488 501(C)(3) 30,000       GENERAL SUPPORT
(219) WOUNDED WARRIOR PROJECT INC
4899 BELFORT RD STE 300
JACKSONVILLE,FL32256 		20-2370934 501(C)(3) 6,000       GENERAL SUPPORT
(220) WUWM MILWAUKEE PUBLIC RADIO
111 E WISCONSIN AVENUE SUITE 700
MILWAUKEE,WI53202 		20-1257939 501(C)(3) 10,460       GENERAL SUPPORT
(221) YESHIVA ELEMENTARY SCHOOL OF MILW INC
5115 W KEEFE AVENUE
MILWAUKEE,WI53216 		39-1631932 501(C)(3) 147,475       GENERAL SUPPORT
(222) YESHIVA ELEMENTARY SCHOOL OF MILW INC
5115 W KEEFE AVENUE
MILWAUKEE,WI53216 		39-1631932 501(C)(3) 25,149       HELEN BADER SCHOLARSHIP
(223) YOUNG JUDAEA GLOBAL INC
575 8TH AVE 11TH FLOOR
NEW YORK,NY10018 		45-2640858 501(C)(3) 101,250       SCHOLARSHIP
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
234
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
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: A VOLUNTEER COMMITTEE DETERMINES GRANTS TO BE MADE. MILWAUKEE JEWISH FEDERATION STAFF MONITORS THE ACTUAL DISTRIBUTION OF GRANTS AND THE USAGE OF THE GRANT FUNDS.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, 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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number

39-0806312
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
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
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in 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)HANNAH ROSENTHALPRESIDENT & CEO (i)
(ii)		 249,964
0 		10,148
0 		1,380
0 		0
0 		11,972
0 		273,464
0 		0
0
(2)CAREN GOLDBERGEXECUTIVE DIRECTOR (i)
(ii)		 120,149
0 		0
0 		1,380
0 		5,300
0 		32,538
0 		159,367
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
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number
39-0806312
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A COLORADO EDUCATIONAL AND CULTURAL FACILITIES AUTHORITY
  		84-0896727   12-03-2012 54,340,000 PROVIDE FUNDS TO REFUND TWO PRIOR ISSUES, ISSUED ON 6/16/05 AND 10/25/07   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . .        
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 54,340,000      
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . .        
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . .        
11 Other spent proceeds . . . . . . . . . . . . . . 54,340,000      
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . .
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X              
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X            
16 Has the final allocation of proceeds been made? . . . . . . . . X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X              
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X            
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X            
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X            
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 %      
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 %      
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 %      
7 Does the bond issue meet the private security or payment test? . . . . .   X            
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X            
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X              
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X            
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . . X              
b Exception to rebate? . . . . . . . . X              
c No rebate due? . . . . . . . . X              
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . . X              
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X              
b Name of provider . . . . . . . . . US BANK NA
  		 
  		 
  		 
 
c Term of hedge . . . . . . . . . . 10.000000000000      
d Was the hedge superintegrated? . . . .   X            
e Was the hedge terminated? . . . . . .   X            
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X            
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X            
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X              
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X              
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
PART IV, LINE 2(C): ALL PROCEEDS WERE SPENT ON THE DATE OF ISSUE AND WERE NEVER INVESTED; THEREFORE, NO REBATE WILL BE DUE.
Schedule K (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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number

39-0806312
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) 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) BETTY CHRUSTOWSKI BOARD MEMBER 311,768 INSURANCE PAYMENTS   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
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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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number

39-0806312
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
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 193 3,655,404 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 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
Schedule M (Form 990) (2013)
Additional Data


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

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

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number

39-0806312
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 HUSBAND-WIFE RELATIONSHIPS: MICHAEL GREEN - BETSY GREEN RABBI YOSEF SCHLUSSEL - YONI SCHLUSSEL GERALD STEIN - LOUISE STEIN STEPHAN RICHMAN - FRAN RICHMAN PARENT-CHILDREN RELATIONSHIPS: DON GRANDE - JILL PLAVNICK STEPHEN RICHMAN - JOSH RICHMAN FRAN RICHMAN - JOSH RICHMAN SIBLING-SIBLING RELATIONSHIPS: DAVID ARNSTEIN - DANNY ARNSTEIN DAVID LUBAR - JOAN LUBAR DAVID LUBAR - SUSAN LUBAR SOLVANG JOAN LUBAR - SUSAN LUBAR SOLVANG
FORM 990, PART VI, SECTION A, LINE 4 BY-LAW CHANGES SUMMARIZED: - THERE WILL NO LONGER BE AN EXECUTIVE COMMITTEE - REQUIREMENT ADDED THAT THE CHAIR OR, IN HIS/HER ABSENCE, DEATH OR DISABILITY, A VICE CHAIR, SHALL PRESIDE AT MEETINGS. - THERE WILL BE ONLY ONE CLASS OF DIRECTORS (REDUCED FROM FOUR) AND PAST CHAIRS AND CONSTITUENT AGENCY CHIEF VOLUNTEER OFFICERS WILL NO LONGER AUTOMATICALLY SERVE ON THE MILWAUKEE JEWISH FEDERATION BOARD. - THE NUMBER OF DIRECTORS REDUCED FROM SEVENTY FIVE AT-LARGE MEMBERS TO NOT LESS THAN THREE AND NOT MORE THAN THIRTY. - ADDED PER STATUTE AND CURRENT PRACTICE OF ASKING EACH BOARD MEMBER TO COMPLETE A CONFLICT OF INTEREST STATEMENT. - THE CHAIR OF THE GOVERNANCE/NOMINATING COMMITTEE IS ADDED TO THE LIST OF VICE CHAIRS NAMED IN THE BY-LAWS. - THE TREASURER SHALL APPOINT MEMBERSHIP OF THE FINANCE COMMITTEE OF NO LESS THAN SIX MEMBERS, PREVIOUSLY ELEVEN MEMBERS. - COMMITTEE TENURE WAS CHANGED TO MATCH THE TENURE FOR COMMITTEE CHAIRS. - MANDATORY INDEMNIFICATION AND LIMITED LIABILITY OF VOLUNTEERS SECTIONS WERE REWRITTEN TO REFLECT CURRENT STATUTE.
FORM 990, PART VI, SECTION A, LINE 6 ANNUAL MEMBERSHIP SHALL BE GRANTED TO ALL JEWISH PERSONS WHO ARE (A) AT LEAST 13 YEARS OF AGE, AND (B) PLEDGE AT LEAST $18.00 TO THE CORPORATION DURING SUCH YEAR.
FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNANCE/NOMINATING COMMITTEE SHALL SUBMIT TO THE ANNUAL MEETING OF THE MEMBERS OF THE CORPORATION A LIST OF NAMES CHOSEN FROM THE MEMBERSHIP FOR ELECTION TO THE BOARD OF DIRECTORS. ADDITIONAL NAMES MAY BE PLACED IN NOMINATION UPON THE PETITION OF AT LEAST TWENTY-FIVE (25) MEMBERS OF THE CORPORATION, PROVIDED THAT SUCH PETITION IS RECEIVED BY THE CHAIR OF THE GOVERNANCE/NOMINATING COMMITTEE NOT LESS THAN TWENTY (20) DAYS PRIOR TO THE CORPORATION'S ANNUAL MEETING. NOTICE OF THE NAMES CHOSEN BY THE GOVERNANCE/NOMINATING COMMITTEE AND ANY NAMES SUBMITTED BY PETITION SHALL BE GIVEN TO THE MEMBERSHIP PURSUANT TO THE NOTICE PROVISION IN ARTICLE II, SECTION 6, NOT LESS THAN TEN (10) DAYS PRIOR TO THE CORPORATION'S ANNUAL MEETING. AT THE ANNUAL MEETING MEMBERS SHALL ELECT DIRECTORS TO FILL VACANCIES ON THE BOARD. THE NUMBER OF DIRECTORS SHALL BE ESTABLISHED FROM TIME TO TIME BY THE BOARD. THE NUMBER OF DIRECTORS SHALL BE NOT LESS THAN THREE (3) AND NOT MORE THAN THIRTY (30). EACH NEWLY ELECTED DIRECTOR SHALL HOLD OFFICE FOR A TWO (2) YEAR TERM OR UNTIL HIS/HER SUCCESSOR SHALL HAVE BEEN ELECTED. NO DIRECTOR SHALL SERVE MORE THAN THREE (3) CONSECUTIVE TERMS, AFTER WHICH HE/SHE SHALL NOT BE ELIGIBLE FOR ELECTION TO THE BOARD UNTIL AT LEAST ONE (1) YEAR HAS ELAPSED. THIS PROVISION DOES NOT APPLY TO SOMEONE SERVING ON THE BOARD BY VIRTUE OF THEIR POSITION AS AN OFFICER.
FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WILL BE AVAILABLE FOR REVIEW TO ALL BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C THE MILWAUKEE JEWISH FEDERATION DOES REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. SPECIFICALLY, EACH YEAR ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE POLICY AND A STATEMENT TO COMPLETE, SIGN AND RETURN TO THE FEDERATION OFFICE. A COMMITTEE REVIEWS THE STATEMENTS FOR ANY CONFLICTS AND ADDRESSES ANY CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS REVIEWED AND NEGOTIATED BY A COMPENSATION SUBCOMMITTEE OF THE OFFICERS. THE PROCESS OCCURS EVERY 3 YEARS IN TIME WITH THE COMPENSATION CONTRACT RENEWAL.
FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT ARE AVAILABLE ON THE MILWAUKEE JEWISH FEDERATION'S WEBSITE. THE ANNUAL REPORT PROVIDES A SUMMARY OF INCOME AND COMMUNITY ALLOCATIONS. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9: GAIN (LOSS) ON INTEREST RATE SWAP 650,753. CHANGE IN TRUST LIABILITIES -632,585.
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


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" 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
MILWAUKEE JEWISH FEDERATION INC
 
Employer identification number

39-0806312
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (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) MJF HOUSING NO 2 INC

1360 N PROSPECT AVE

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

1360 N PROSPECT AVE

MILWAUKEE,WI53202
39-1882504 		LOW-INCOME HOUSING WI 501(C)(3) LINE 11A, I MILWAUKEE JEWISH FEDERATION INC
 
Yes
 
(3) THE BLUMENTHAL FAMILY FOUNDATION INC

1360 N PROSPECT AVE

MILWAUKEE,WI53202
68-0515556 		SUPPORTING WI 501(C)(3) LINE 11A, I N/A
 
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












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) MJF GOLDA MEIR HOUSING INC

1360 N PROSPECT AVE
MILWAUKEE,WI53202
45-4756528 		HOUSING WI MILWAUKEE JEWISH FEDERATION INC
  		C 243,359 3,070,315 100.000 % Yes  












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
 
No
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
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
Yes
 
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
 
No
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
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
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 (Form 990) 2013
Additional Data


Software ID:  
Software Version: